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The Analysis of Bison Wealth, LLC's Holdings & P&L

Currently, Bison Wealth, LLC holds 453 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in IWF (+155.3K shares, valued at $19.3M), OVL (+263.4K shares, valued at $15.1M), AAPL (+22.3K shares, valued at $6.7M); decreased their positions in BIL (-94.4K shares, valued at $8.6M), ICSH (-120.3K shares, valued at $6.1M), OVLH (-47.4K shares, valued at $2.0M); initiated new positions in N/A (+54.0K shares, valued at $2.9M), PYLD (+17.6K shares, valued at $463.4K), LDUR (+4.9K shares, valued at $463.1K).

1M P&L

-42.6M-4.78%

3M P&L

-69.4M-7.55%

HY P&L

-42.1M-4.72%

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/A557.4M

71.7%

2Semiconductors23.2M

3.0%

3Software - Infrastructure22.3M

2.9%

Top Industries by Stock Count

1N/A212 stocks

53.0%

2Semiconductors8 stocks

2.0%

3Utilities - Regulated Electric8 stocks

2.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

OVL LISTED FDS TR2.0M shares15.12%2026-03-312026-05-15

OVLH LISTED FDS TR1.0M shares-4.35%2026-03-312026-05-15

OVT LISTED FDS TR1.6M shares6.82%2026-03-312026-05-15

AAPL APPLE INC101.6K shares28.09%2026-03-312026-05-15

NVDA NVIDIA CORPORATION115.4K shares5.79%2026-03-312026-05-15

IWF ISHARES TR204.4K shares316.57%2026-03-312026-05-15

LISTED FDS TR LISTED FDS TR713.3K shares4.47%2026-03-312026-05-15

MGV VANGUARD WORLD FD143.1K shares3.12%2026-03-312026-05-15

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LISTED FDS TR LISTED FDS TR1.0M shares13.28%2026-03-312026-05-15

OVB LISTED FDS TR1.1M shares-3.34%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR29.1K shares-4.52%2026-03-312026-05-15

BIL SPDR SERIES TRUST225.3K shares-29.52%2026-03-312026-05-15

MSFT MICROSOFT CORP43.7K shares1.27%2026-03-312026-05-15

KHPI MANAGED PORTFOLIO SERIES665.0K shares4.41%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T22.5K shares1.15%2026-03-312026-05-15

OVS LISTED FDS TR388.4K shares3.79%2026-03-312026-05-15

Sponsored

FTGC FIRST TR EXCHANGE TRAD FD VI480.4K shares6.53%2026-03-312026-05-15

ICSH ISHARES TR285.0K shares-29.69%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS18.5K shares-0.20%2026-03-312026-05-15

ALPHABET INC ALPHABET INC30.7K shares3.58%2026-03-312026-05-15

IVV ISHARES TR16.2K shares2.60%2026-03-312026-05-15

QQQM INVESCO EXCH TRADED FD TR II41.1K shares95.39%2026-03-312026-05-15

AMZN AMAZON COM INC42.2K shares4.67%2026-03-312026-05-15

BROADCOM INC BROADCOM INC24.9K shares1.28%2026-03-312026-05-15

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LST MANAGED PORTFOLIO SERIES222.5K shares5.56%2026-03-312026-05-15

PSFF PACER FDS TR267.1K shares-0.05%2026-03-312026-05-15

IEF ISHARES TR71.5K shares-5.40%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO22.4K shares-0.78%2026-03-312026-05-15

QUAL ISHARES TR30.9K shares-2.66%2026-03-312026-05-15

SHY ISHARES TR75.4K shares2.48%2026-03-312026-05-15

ETFS GOLD TR ETFS GOLD TR125.9K shares60.58%2026-03-312026-05-15

GLD SPDR GOLD TR13.0K shares0.41%2026-03-312026-05-15

Sponsored

IREN IREN LIMITED100.0K shares-0.06%2026-03-312026-05-15

FLJP FRANKLIN TEMPLETON ETF TR138.2K shares52.82%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T26.1K shares0.56%2026-03-312026-05-15

PDBC INVESCO ACTVELY MNGD ETC FD272.7K shares54.88%2026-03-312026-05-15

ALPHABET INC ALPHABET INC12.7K shares10.03%2026-03-312026-05-15

CCJ CAMECO CORP43.8K shares1.90%2026-03-312026-05-15

VUG VANGUARD INDEX FDS57.3K shares481.06%2026-03-312026-05-15

SPYM SPDR SERIES TRUST54.7K shares31.80%2026-03-312026-05-15

Sponsored

AVUV AMERICAN CENTY ETF TR37.7K shares1.08%2026-03-312026-05-15

META META PLATFORMS INC7.2K shares3.19%2026-03-312026-05-15

HD HOME DEPOT INC13.6K shares0.36%2026-03-312026-05-15

WMT WALMART INC30.4K shares1.15%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS24.2K shares2.07%2026-03-312026-05-15

RIOT RIOT PLATFORMS INC150.4K shares0.10%2026-03-312026-05-15

IWM ISHARES TR12.7K shares22.52%2026-03-312026-05-15

XOM EXXON MOBIL CORP23.3K shares1.49%2026-03-312026-05-15

Sponsored

AVUS AMERICAN CENTY ETF TR28.0K shares-0.52%2026-03-312026-05-15

LLY ELI LILLY & CO3.4K shares12.69%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR19.7K shares0.53%2026-03-312026-05-15

VTI VANGUARD INDEX FDS9.5K shares54.64%2026-03-312026-05-15

CVX CHEVRON CORPORATION18.2K shares-2.24%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION3.3K shares4.76%2026-03-312026-05-15

EEM ISHARES TR49.6K shares23.99%2026-03-312026-05-15

VGT VANGUARD WORLD FD29.1K shares680.36%2026-03-312026-05-15

Sponsored

KO COCA COLA CO38.8K shares-1.58%2026-03-312026-05-15

CLOI VANECK ETF TRUST58.7K shares7.17%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON13.4K shares-7.05%2026-03-312026-05-15

LVHI LEGG MASON ETF INVT73.1K shares5.37%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.2K shares-1.82%2026-03-312026-05-15

MBSF VALUED ADVISERS TR116.4K shares5.96%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC26.1K shares0.45%2026-03-312026-05-15

ABBV ABBVIE INC14.1K shares0.61%2026-03-312026-05-15

Sponsored

TIDAL TRUST II TIDAL TRUST II54.0K sharesnew addition2026-03-312026-05-15

REMX VANECK ETF TRUST27.2K shares8.67%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS40.6K shares-3.13%2026-03-312026-05-15

PAVE GLOBAL X FDS47.2K shares8.61%2026-03-312026-05-15

CIBR FIRST TR EXCHANGE-TRADED FD34.2K shares10.87%2026-03-312026-05-15

TSLA TESLA INC5.7K shares5.33%2026-03-312026-05-15

IBIT ISHARES BITCOIN TRUST ETF55.6K shares9.61%2026-03-312026-05-15

SPEM SPDR INDEX SHS FDS47.6K shares66.22%2026-03-312026-05-15

Sponsored

SO SOUTHERN CO26.3K shares-4.51%2026-03-312026-05-15

SPSM SPDR SERIES TRUST46.5K shares65.06%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW18.8K shares2.17%2026-03-312026-05-15

CSCO CISCO SYS INC22.1K shares4.78%2026-03-312026-05-15

IWL ISHARES TR12.1K shares0.00%2026-03-312026-05-15

IJR ISHARES TR16.4K shares3.26%2026-03-312026-05-15

CAT CATERPILLAR INC2.5K shares5.29%2026-03-312026-05-15

BUFR FIRST TR EXCHNG TRADED FD VI60.6K shares-2.19%2026-03-312026-05-15

Sponsored

NLR VANECK ETF TRUST15.9K shares13.07%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR67.3K shares-5.97%2026-03-312026-05-15

MS MORGAN STANLEY10.9K shares-1.11%2026-03-312026-05-15

VTV VANGUARD INDEX FDS9.9K shares4.77%2026-03-312026-05-15

RFDA ALPS ETF TR29.9K shares4.66%2026-03-312026-05-15

AMGN AMGEN INC6.1K shares-1.07%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC9.0K shares9.02%2026-03-312026-05-15

IGLD FIRST TR EXCHANGE-TRADED FD82.1K shares2.21%2026-03-312026-05-15

Sponsored

MU MICRON TECHNOLOGY INC2.5K shares9.50%2026-03-312026-05-15

SHLD GLOBAL X FDS31.6K shares10.32%2026-03-312026-05-15

CLOB VANECK ETF TRUST39.4K shares3.06%2026-03-312026-05-15

QGRW WISDOMTREE TR30.3K shares-3.33%2026-03-312026-05-15

ISHARES GOLD TR ISHARES GOLD TR22.0K shares10.36%2026-03-312026-05-15

FIW FIRST TR EXCHANGE-TRADED FD18.5K shares12.56%2026-03-312026-05-15

FCX FREEPORT MCMORAN INC26.6K shares3.55%2026-03-312026-05-15

APH AMPHENOL CORP14.3K shares0.01%2026-03-312026-05-15

Sponsored

IEFA ISHARES TR18.2K shares10.07%2026-03-312026-05-15

SPDW SPDR INDEX SHS FDS34.4K shares54.33%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC13.2K shares4.49%2026-03-312026-05-15

TEVA TEVA PHARMACEUTICAL INDS LTD45.8K shares0.11%2026-03-312026-05-15

IVW ISHARES TR12.1K shares-7.68%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC1.7K shares8.66%2026-03-312026-05-15

PG PROCTER & GAMBLE CO11.2K shares7.35%2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP3.0K shares-7.49%2026-03-312026-05-15

Sponsored

USHY ISHARES TR42.2K shares-23.34%2026-03-312026-05-15

MTUM ISHARES TR5.0K shares-1.86%2026-03-312026-05-15

HCMT DIREXION SHARES ETF TRUST37.7K shares22.67%2026-03-312026-05-15

SLV ISHARES SILVER TR19.0K shares5.81%2026-03-312026-05-15

GEV GE VERNOVA INC1.4K shares7.34%2026-03-312026-05-15

PH PARKER-HANNIFIN CORP1.7K shares0.30%2026-03-312026-05-15

BAC BANK AMERICA CORP30.0K shares-3.37%2026-03-312026-05-15

INTC INTEL CORP12.4K shares-21.31%2026-03-312026-05-15

Sponsored

SPYD SPDR SERIES TRUST31.7K shares2.42%2026-03-312026-05-15

V VISA INC4.6K shares3.18%2026-03-312026-05-15

IWR ISHARES TR13.9K shares0.00%2026-03-312026-05-15

CRWD CROWDSTRIKE HLDGS INC2.6K shares3.40%2026-03-312026-05-15

PEP PEPSICO INC9.7K shares-0.27%2026-03-312026-05-15

CGSM CAPITAL GRP FIXED INCM ETF T54.1K shares0.74%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR24.6K shares13.59%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO4.5K shares11.15%2026-03-312026-05-15

Sponsored

EFG ISHARES TR11.5K shares-1.45%2026-03-312026-05-15

XPO XPO INC7.0K shares0.00%2026-03-312026-05-15

IJH ISHARES TR18.7K shares-0.85%2026-03-312026-05-15

WFC WELLS FARGO & CO18.6K shares-19.98%2026-03-312026-05-15

FFEB FIRST TR EXCHNG TRADED FD VI22.5K shares0.00%2026-03-312026-05-15

DSU BLACKROCK DEBT STRATEGIES FD133.0K shares2.29%2026-03-312026-05-15

FDEC FIRST TR EXCHNG TRADED FD VI24.3K shares0.00%2026-03-312026-05-15

IEMG ISHARES INC15.9K shares0.57%2026-03-312026-05-15

Sponsored

PNOV INNOVATOR ETFS TRUST29.7K shares0.00%2026-03-312026-05-15

ORCL ORACLE CORP6.8K shares6.67%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC2.8K shares20.26%2026-03-312026-05-15

DGRW WISDOMTREE TR12.9K shares-2.97%2026-03-312026-05-15

AGGY WISDOMTREE TR28.0K shares-4.07%2026-03-312026-05-15

NEE NEXTERA ENERGY INC12.8K shares-7.24%2026-03-312026-05-15

VXUS VANGUARD STAR FDS14.3K shares68.11%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC3.0K shares10.23%2026-03-312026-05-15

Sponsored

VMC VULCAN MATLS CO4.3K shares1.76%2026-03-312026-05-15

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.4K shares-3.22%2026-03-312026-05-15

VONG VANGUARD SCOTTSDALE FDS9.1K shares0.00%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC2.9K shares1.33%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS5.3K shares-3.24%2026-03-312026-05-15

SHV ISHARES TR10.2K shares3.21%2026-03-312026-05-15

TJX TJX COS INC NEW7.6K shares3.84%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F18.5K shares7.81%2026-03-312026-05-15

Sponsored

D DOMINION ENERGY INC17.7K shares22.42%2026-03-312026-05-15

XLI SELECT SECTOR SPDR TR6.2K shares27.27%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS4.7K shares13.45%2026-03-312026-05-15

BA BOEING CO4.4K shares23.12%2026-03-312026-05-15

VRT VERTIV HOLDINGS CO2.8K shares8.81%2026-03-312026-05-15

IWD ISHARES TR4.5K shares16.21%2026-03-312026-05-15

ITOT ISHARES TR6.3K shares0.00%2026-03-312026-05-15

IYW ISHARES TR4.2K shares1.12%2026-03-312026-05-15

Sponsored

GLW CORNING INC4.8K shares17.19%2026-03-312026-05-15

DELL DELL TECHNOLOGIES INC4.1K shares3.72%2026-03-312026-05-15

IVE ISHARES TR4.4K shares-17.44%2026-03-312026-05-15

MTGP WISDOMTREE TR22.1K shares-3.52%2026-03-312026-05-15

ITW ILLINOIS TOOL WKS INC3.9K shares-3.07%2026-03-312026-05-15

DYNF BLACKROCK ETF TRUST14.5K shares-10.35%2026-03-312026-05-15

WTAI WISDOMTREE TR22.9K shares0.00%2026-03-312026-05-15

MA MASTERCARD INCORPORATED1.9K shares-4.65%2026-03-312026-05-15

Sponsored

WPM WHEATON PRECIOUS METALS CORP6.5K shares3.99%2026-03-312026-05-15

NFLX NETFLIX INC.10.5K shares13.23%2026-03-312026-05-15

AVDE AMERICAN CENTY ETF TR10.0K shares1.68%2026-03-312026-05-15

MCD MCDONALDS CORP3.2K shares-0.31%2026-03-312026-05-15

JULT AIM ETF PRODUCTS TRUST18.7K shares0.00%2026-03-312026-05-15

NTSX WISDOMTREE TR14.9K shares-5.29%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE3.0K shares-7.72%2026-03-312026-05-15

LOW LOWES COS INC3.9K shares1.52%2026-03-312026-05-15

Sponsored

JANT AIM ETF PRODUCTS TRUST19.9K shares-0.19%2026-03-312026-05-15

APRT AIM ETF PRODUCTS TRUST19.1K shares0.00%2026-03-312026-05-15

FAPR FIRST TR EXCHNG TRADED FD VI18.5K shares0.00%2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSING IN4.1K shares-6.82%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC4.5K shares-2.53%2026-03-312026-05-15

FJUL FIRST TR EXCHNG TRADED FD VI14.3K shares0.00%2026-03-312026-05-15

T AT&T INC33.9K shares-0.54%2026-03-312026-05-15

AFL AFLAC INC7.2K shares0.35%2026-03-312026-05-15

Sponsored

FOCT FIRST TR EXCHNG TRADED FD VI15.7K shares0.00%2026-03-312026-05-15

FIX COMFORT SYS USA INC398 shares0.25%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC2.0K shares12.57%2026-03-312026-05-15

AVLC AMERICAN CENTY ETF TR9.1K shares1.99%2026-03-312026-05-15

ABT ABBOTT LABORATORIES9.3K shares-6.10%2026-03-312026-05-15

PSFM PACER FDS TR22.5K shares0.00%2026-03-312026-05-15

XLSR SSGA ACTIVE TR11.7K shares1.26%2026-03-312026-05-15

CMI CUMMINS INC1.1K shares1.24%2026-03-312026-05-15

Sponsored

COP CONOCOPHILLIPS6.4K shares3.66%2026-03-312026-05-15

PNC PNC FINL SVCS GROUP INC3.6K shares-0.53%2026-03-312026-05-15

NEM NEWMONT CORP6.2K shares2.20%2026-03-312026-05-15

HON HONEYWELL INTL INC3.4K shares-0.35%2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC5.8K shares116.03%2026-03-312026-05-15

RSG REPUBLIC SVCS INC3.5K shares-9.84%2026-03-312026-05-15

EFV ISHARES TR9.1K shares-4.04%2026-03-312026-05-15

BLOK AMPLIFY ETF TR11.0K shares0.00%2026-03-312026-05-15

Sponsored

UVSP UNIVEST FINANCIAL CORPORATIO18.7K shares0.19%2026-03-312026-05-15

AMP AMERIPRISE FINL INC1.5K shares-7.41%2026-03-312026-05-15

TXN TEXAS INSTRS INC2.2K shares4.70%2026-03-312026-05-15

EMR EMERSON ELEC CO5.0K shares2.40%2026-03-312026-05-15

CB CHUBB LTD SWITZ2.1K shares-2.12%2026-03-312026-05-15

ESGU ISHARES TR4.2K shares0.00%2026-03-312026-05-15

CGGR CAPITAL GROUP GROWTH ETF14.5K shares0.00%2026-03-312026-05-15

O REALTY INCOME CORP10.9K shares-5.77%2026-03-312026-05-15

Sponsored

AVEM AMERICAN CENTY ETF TR7.1K shares-0.32%2026-03-312026-05-15

QCOM QUALCOMM INC3.1K shares-23.62%2026-03-312026-05-15

VB VANGUARD INDEX FDS2.3K shares-5.31%2026-03-312026-05-15

USB US BANCORP12.0K shares-8.88%2026-03-312026-05-15

FTSL FIRST TR EXCHANGE-TRADED FD14.0K shares0.19%2026-03-312026-05-15

IBLC ISHARES TR12.0K shares0.00%2026-03-312026-05-15

TRIN TRINITY CAP INC37.4K shares0.00%2026-03-312026-05-15

AGQ PROSHARES TR II4.0K shares33.33%2026-03-312026-05-15

Sponsored

XSOE WISDOMTREE TR13.1K shares-4.71%2026-03-312026-05-15

AMAT APPLIED MATLS INC1.4K shares4.71%2026-03-312026-05-15

GNOM GLOBAL X FDS13.4K shares0.00%2026-03-312026-05-15

MO ALTRIA GROUP INC8.6K shares104.15%2026-03-312026-05-15

SPGP INVESCO EXCHANGE TRADED FD T5.3K shares-21.86%2026-03-312026-05-15

VCR VANGUARD WORLD FD1.6K shares0.00%2026-03-312026-05-15

LCTU BLACKROCK ETF TRUST7.7K shares0.00%2026-03-312026-05-15

BTAL AGF INVTS TR49.7K shares120.70%2026-03-312026-05-15

Sponsored

WCBR WISDOMTREE TR20.4K shares0.00%2026-03-312026-05-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.7K shares3.65%2026-03-312026-05-15

CEG CONSTELLATION ENERGY CORP2.1K shares-1.16%2026-03-312026-05-15

UPS UNITED PARCEL SVCS INC5.9K shares10.31%2026-03-312026-05-15

TMFC RBB FD INC7.5K shares8.73%2026-03-312026-05-15

PSQ PROSHARES TR22.1K shares0.00%2026-03-312026-05-15

FTNT FORTINET INC4.8K shares-31.98%2026-03-312026-05-15

ARISTA NETWORKS INC ARISTA NETWORKS INC4.0K shares10.66%2026-03-312026-05-15

Sponsored

VZ VERIZON COMMUNICATIONS INC11.8K shares-2.19%2026-03-312026-05-15

ADI ANALOG DEVICES INC1.3K shares-2.87%2026-03-312026-05-15

WM WASTE MGMT INC DEL2.5K shares-21.52%2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB CO9.5K shares-1.41%2026-03-312026-05-15

ARKK ARK ETF TR6.8K shares-22.15%2026-03-312026-05-15

FDX FEDEX CORP1.4K shares-1.72%2026-03-312026-05-15

NEAR ISHARES U S ETF TR10.3K shares0.72%2026-03-312026-05-15

CEFS EXCHANGE LISTED FDS TR20.8K shares11.04%2026-03-312026-05-15

Sponsored

ROK ROCKWELL AUTOMATION INC1.1K shares14.61%2026-03-312026-05-15

EMXC ISHARES INC5.4K shares78.96%2026-03-312026-05-15

FMHI FIRST TR EXCH TRADED FD III10.8K shares55.85%2026-03-312026-05-15

VO VANGUARD INDEX FDS6.7K shares297.15%2026-03-312026-05-15

APD AIR PRODUCTS AND CHEMICALS I1.7K shares0.72%2026-03-312026-05-15

EIX EDISON INTL7.3K shares-0.30%2026-03-312026-05-15

YYY AMPLIFY ETF TR44.3K shares0.21%2026-03-312026-05-15

BCAT BLACKROCK CAP ALLOCATION TER32.6K shares1.67%2026-03-312026-05-15

Sponsored

BLACKROCK INC BLACKROCK INC467 shares-11.89%2026-03-312026-05-15

JEPI J P MORGAN EXCHANGE TRADED F9.1K shares7.28%2026-03-312026-05-15

GWW WW GRAINGER INC405 shares1.00%2026-03-312026-05-15

CVS CVS HEALTH CORP5.1K shares-6.85%2026-03-312026-05-15

RTX RTX CORPORATION2.8K shares3.27%2026-03-312026-05-15

KLAC KLA CORP267 shares1.14%2026-03-312026-05-15

QHY WISDOMTREE TR10.8K shares-2.91%2026-03-312026-05-15

IWP ISHARES TR3.6K shares3.58%2026-03-312026-05-15

Sponsored

PAYX PAYCHEX INC5.4K shares17.69%2026-03-312026-05-15

GBTC GRAYSCALE BITCOIN TRUST ETF7.7K shares0.00%2026-03-312026-05-15

WTMF WISDOMTREE TR11.6K shares-5.67%2026-03-312026-05-15

AVSC AMERICAN CENTY ETF TR7.1K shares0.62%2026-03-312026-05-15

IJT ISHARES TR3.0K shares-1.56%2026-03-312026-05-15

WCLD WISDOMTREE TR17.2K shares0.00%2026-03-312026-05-15

THE CIGNA GROUP THE CIGNA GROUP1.6K shares12.13%2026-03-312026-05-15

GBDC GOLUB CAP BDC INC35.8K shares0.00%2026-03-312026-05-15

Sponsored

PYLD PIMCO ETF TR17.6K sharesnew addition2026-03-312026-05-15

LDUR PIMCO ETF TR4.9K sharesnew addition2026-03-312026-05-15

WDC WESTERN DIGITAL CORP937 shares0.64%2026-03-312026-05-15

MMM 3M CO3.1K shares-2.71%2026-03-312026-05-15

IXUS ISHARES TR4.8K shares0.00%2026-03-312026-05-15

MMC MARSH & MCLENNAN COS INC2.9K shares-4.85%2026-03-312026-05-15

XLY SELECT SECTOR SPDR TR3.8K shares25.94%2026-03-312026-05-15

CMS CMS ENERGY CORP6.2K shares10.09%2026-03-312026-05-15

Sponsored

EFA ISHARES TR4.3K shares10.93%2026-03-312026-05-15

NOC NORTHROP GRUMMAN CORP806 shares-1.59%2026-03-312026-05-15

COF CAPITAL ONE FINL CORP2.4K shares-30.75%2026-03-312026-05-15

XLV SELECT SECTOR SPDR TR3.0K shares20.15%2026-03-312026-05-15

EQUIPMENTSHARE COM INC EQUIPMENTSHARE COM INC16.9K sharesnew addition2026-03-312026-05-15

GCC WISDOMTREE TR16.5K shares-6.30%2026-03-312026-05-15

PPI INVESTMENT MANAGERS SER TR I19.6K shares-6.58%2026-03-312026-05-15

SNDK SANDISK CORP300 shares-29.74%2026-03-312026-05-15

Sponsored

SHYD VANECK ETF TRUST19.0K shares-5.43%2026-03-312026-05-15

LINDE PLC LINDE PLC833 shares6.39%2026-03-312026-05-15

VFH VANGUARD WORLD FD3.4K shares0.03%2026-03-312026-05-15

FTI TECHNIPFMC PLC5.8K shares-10.27%2026-03-312026-05-15

KMI KINDER MORGAN INC DEL12.9K shares-0.91%2026-03-312026-05-15

GM GENERAL MTRS CO5.5K shares0.38%2026-03-312026-05-15

PCG PG&E CORP25.1K shares-1.20%2026-03-312026-05-15

WTV WISDOMTREE TR4.2K shares-4.66%2026-03-312026-05-15

Sponsored

FJAN FIRST TR EXCHNG TRADED FD VI7.6K shares0.00%2026-03-312026-05-15

SNOW SNOWFLAKE INC2.7K shares8.39%2026-03-312026-05-15

BBDC BARINGS BDC INC46.9K shares0.00%2026-03-312026-05-15

DSI ISHARES TR2.8K shares0.00%2026-03-312026-05-15

QQH NORTHERN LTS FD TR III4.7K shares23.08%2026-03-312026-05-15

PJAN INNOVATOR ETFS TRUST8.2K shares-2.37%2026-03-312026-05-15

CIEN CIENA CORP695 shares0.72%2026-03-312026-05-15

BAI BLACKROCK ETF TRUST8.3K shares-0.91%2026-03-312026-05-15

Sponsored

POST POST HLDGS INC3.8K shares0.08%2026-03-312026-05-15

DJUL FIRST TR EXCHNG TRADED FD VI7.8K shares0.00%2026-03-312026-05-15

INCY INCYTE CORP3.9K shares0.46%2026-03-312026-05-15

USO UNITED STS OIL FD LP2.7K shares39.05%2026-03-312026-05-15

VLO VALERO ENERGY CORP1.6K shares0.96%2026-03-312026-05-15

CRM SALESFORCE INC2.3K shares-7.63%2026-03-312026-05-15

JMST J P MORGAN EXCHANGE TRADED F7.5K shares-7.41%2026-03-312026-05-15

FVD FIRST TR EXCHANGE-TRADED FD8.0K shares5.31%2026-03-312026-05-15

Sponsored

TMO THERMO FISHER SCIENTIFIC INC832 shares-22.68%2026-03-312026-05-15

AEP AMERICAN ELEC PWR CO INC2.9K shares0.28%2026-03-312026-05-15

EQIX EQUINIX INC342 shares2.09%2026-03-312026-05-15

HOOD ROBINHOOD MKTS INC4.8K shares32.66%2026-03-312026-05-15

TRV TRAVELERS COMPANIES INC1.2K shares-3.57%2026-03-312026-05-15

DXJ WISDOMTREE TR2.1K shares-4.35%2026-03-312026-05-15

OEF ISHARES TR980 shares-6.22%2026-03-312026-05-15

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET10.3K sharesnew addition2026-03-312026-05-15

Sponsored

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC2.0K sharesnew addition2026-03-312026-05-15

CNC CENTENE CORP DEL6.1K shares-34.44%2026-03-312026-05-15

ATLASSIAN CORPORATION ATLASSIAN CORPORATION4.5K sharesnew addition2026-03-312026-05-15

DHR DANAHER CORP DEL2.2K shares-26.83%2026-03-312026-05-15

DAL DELTA AIR LINES INC5.0K shares13.81%2026-03-312026-05-15

CHY CALAMOS CONV & HIGH INCOME F27.3K shares26.77%2026-03-312026-05-15

SCHA SCHWAB STRATEGIC TR10.8K shares0.37%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP1.2K shares-0.08%2026-03-312026-05-15

Sponsored

MTZ MASTEC INC836 shares2.33%2026-03-312026-05-15

VGK VANGUARD INTL EQUITY INDEX F4.0K shares-76.51%2026-03-312026-05-15

RF REGIONS FINANCIAL CORP NEW13.3K shares1.23%2026-03-312026-05-15

EME EMCOR GROUP INC380 shares0.80%2026-03-312026-05-15

SMH VANECK ETF TRUST612 shares10.47%2026-03-312026-05-15

LHX L3HARRIS TECHNOLOGIES INC1.1K shares-8.49%2026-03-312026-05-15

CME CME GROUP INC1.2K shares-5.95%2026-03-312026-05-15

HYMB SPDR SERIES TRUST13.9K shares-7.29%2026-03-312026-05-15

Sponsored

SCHM SCHWAB STRATEGIC TR10.0K sharesnew addition2026-03-312026-05-15

PHYL PGIM ETF TR9.8K shares1.38%2026-03-312026-05-15

ET ENERGY TRANSFER L P17.1K shares-6.05%2026-03-312026-05-15

DOW DOW HLDGS INC8.8K sharesnew addition2026-03-312026-05-15

QQQE DIREXION SHARES ETF TRUST3.0K shares0.00%2026-03-312026-05-15

PSX PHILLIPS 662.0K shares1.50%2026-03-312026-05-15

DIS DISNEY WALT CO3.2K shares-8.07%2026-03-312026-05-15

GILD GILEAD SCIENCES INC2.5K shares24.99%2026-03-312026-05-15

Sponsored

DE DEERE & CO577 sharesnew addition2026-03-312026-05-15

SOUTHSTATE BK CORP SOUTHSTATE BK CORP3.6K shares5.04%2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP3.6K shares-10.53%2026-03-312026-05-15

AMT AMERICAN TOWER CORP1.9K shares9.08%2026-03-312026-05-15

LGH NORTHERN LTS FD TR III5.2K shares25.05%2026-03-312026-05-15

EWJ ISHARES INC3.5K shares0.00%2026-03-312026-05-15

ASML ASML HLDG NV207 shares6.70%2026-03-312026-05-15

CGDV CAPITAL GROUP DIVIDEND VALUE6.8K shares0.09%2026-03-312026-05-15

Sponsored

UNP UNION PAC CORP1.2K shares-1.37%2026-03-312026-05-15

HSY HERSHEY CO1.6K shares3.73%2026-03-312026-05-15

PWR QUANTA SVCS INC412 shares-2.37%2026-03-312026-05-15

VOOG VANGUARD ADMIRAL FDS INC3.8K shares500.16%2026-03-312026-05-15

LQD ISHARES TR2.9K shares0.00%2026-03-312026-05-15

GDX VANECK ETF TRUST3.2K shares0.00%2026-03-312026-05-15

SPUU DIREXION SHARES ETF TRUST1.4K shares0.28%2026-03-312026-05-15

EXPE EXPEDIA GROUP INC1.4K shares-5.88%2026-03-312026-05-15

Sponsored

USMV ISHARES TR3.2K shares0.00%2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC2.5K shares-6.70%2026-03-312026-05-15

JBHT HUNT J B TRANS SVCS INC1.3K shares1.43%2026-03-312026-05-15

TIDAL TRUST II TIDAL TRUST II10.3K sharesnew addition2026-03-312026-05-15

BP BP PLC6.8K shares-13.91%2026-03-312026-05-15

FMAR FIRST TR EXCHNG TRADED FD VI5.8K shares0.00%2026-03-312026-05-15

DVN DEVON ENERGY CORP NEW6.4K shares-5.11%2026-03-312026-05-15

FJUN FIRST TR EXCHNG TRADED FD VI5.0K shares0.00%2026-03-312026-05-15

Sponsored

COWG PACER FDS TR8.0K shares1.54%2026-03-312026-05-15

HAL HALLIBURTON CO7.3K shares4.18%2026-03-312026-05-15

USXF ISHARES TR4.4K shares0.00%2026-03-312026-05-15

BUFZ FIRST TR EXCHNG TRADED FD VI10.4K shares-0.34%2026-03-312026-05-15

PAUG INNOVATOR ETFS TRUST6.4K shares0.00%2026-03-312026-05-15

CFG CITIZENS FINL GROUP INC4.8K shares0.32%2026-03-312026-05-15

RCL ROYAL CARIBBEAN GROUP1.1K shares19.16%2026-03-312026-05-15

HDV ISHARES TR10.4K shares400.05%2026-03-312026-05-15

Sponsored

TSN TYSON FOODS INC4.2K shares3.29%2026-03-312026-05-15

AGG ISHARES TR2.9K shares1.17%2026-03-312026-05-15

TFC TRUIST FINL CORP6.0K shares-6.48%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC3.8K shares-18.17%2026-03-312026-05-15

JCI JOHNSON CONTROLS INTERNATION1.9K shares2.92%2026-03-312026-05-15

MET METLIFE INC3.6K shares-4.22%2026-03-312026-05-15

PLD PROLOGIS INC.1.9K shares-1.22%2026-03-312026-05-15

SBUX STARBUCKS CORP2.6K shares-12.83%2026-03-312026-05-15

Sponsored

FAUG FIRST TR EXCHNG TRADED FD VI4.9K shares0.00%2026-03-312026-05-15

ESGE ISHARES INC5.1K shares0.00%2026-03-312026-05-15

IQLT ISHARES TR5.5K shares-31.74%2026-03-312026-05-15

DGS WISDOMTREE TR4.2K shares0.12%2026-03-312026-05-15

SECT NORTHERN LTS FD TR IV3.9K shares-37.01%2026-03-312026-05-15

ALL ALLSTATE CORP1.2K shares-0.40%2026-03-312026-05-15

KEYS KEYSIGHT TECHNOLOGIES INC740 sharesnew addition2026-03-312026-05-15

DES WISDOMTREE TR7.0K shares0.04%2026-03-312026-05-15

Sponsored

FNOV FIRST TR EXCHNG TRADED FD VI4.6K shares0.00%2026-03-312026-05-15

ACWI ISHARES TR1.7K shares0.00%2026-03-312026-05-15

SDY SPDR SERIES TRUST1.8K shares0.00%2026-03-312026-05-15

DFAS DIMENSIONAL ETF TRUST3.3K shares0.09%2026-03-312026-05-15

SPG SIMON PPTY GROUP INC NEW1.3K shares-7.61%2026-03-312026-05-15

AON PLC AON PLC798 sharesnew addition2026-03-312026-05-15

CRH PLC CRH PLC2.3K sharesnew addition2026-03-312026-05-15

TDIV FIRST TR EXCHANGE TRADED FD2.2K shares-3.42%2026-03-312026-05-15

Sponsored

USMF WISDOMTREE TR4.7K shares0.36%2026-03-312026-05-15

VV VANGUARD INDEX FDS717 shares0.00%2026-03-312026-05-15

DVY ISHARES TR1.6K shares0.00%2026-03-312026-05-15

HLT HILTON WORLDWIDE HLDGS INC776 shares0.52%2026-03-312026-05-15

THRO BLACKROCK ETF TRUST5.7K shares-2.90%2026-03-312026-05-15

HIG HARTFORD INSURANCE GROUP INC1.8K shares-4.23%2026-03-312026-05-15

TGT TARGET CORP2.0K shares2.75%2026-03-312026-05-15

ARCC ARES CAPITAL CORP12.7K shares0.00%2026-03-312026-05-15

Sponsored

TBT PROSHARES TR6.5K sharesnew addition2026-03-312026-05-15

MBB ISHARES TR2.5K shares-6.62%2026-03-312026-05-15

CLOA BLACKROCK ETF TRUST II4.5K sharesnew addition2026-03-312026-05-15

BOND PIMCO ETF TR2.5K sharesnew addition2026-03-312026-05-15

VTEB VANGUARD MUN BD FDS4.6K shares0.00%2026-03-312026-05-15

PMBS PIMCO ETF TR4.7K sharesnew addition2026-03-312026-05-15

IQDY FLEXSHARES TR5.4K shares-1.81%2026-03-312026-05-15

HCA HCA HEALTHCARE INC537 shares2.68%2026-03-312026-05-15

Sponsored

ISRG INTUITIVE SURGICAL INC531 shares-36.18%2026-03-312026-05-15

IHDG WISDOMTREE TR4.6K shares0.09%2026-03-312026-05-15

DMBS DOUBLELINE ETF TRUST4.7K sharesnew addition2026-03-312026-05-15

STT STATE STR CORP1.5K sharesnew addition2026-03-312026-05-15

SGOV ISHARES TR2.3K shares-14.61%2026-03-312026-05-15

SUN SUNOCO LP/SUNOCO FIN CORP3.3K sharesnew addition2026-03-312026-05-15

HAS HASBRO INC2.4K shares-0.04%2026-03-312026-05-15

FLQM FRANKLIN TEMPLETON ETF TR4.1K shares-31.26%2026-03-312026-05-15

Sponsored

DLR DIGITAL RLTY TR INC1.2K sharesnew addition2026-03-312026-05-15

AVDV AMERICAN CENTY ETF TR2.1K sharesnew addition2026-03-312026-05-15

MLI MUELLER INDS INC1.6K sharesnew addition2026-03-312026-05-15

VRTX VERTEX PHARMACEUTICALS INC495 sharesnew addition2026-03-312026-05-15

IWB ISHARES TR554 sharesnew addition2026-03-312026-05-15

DIA STATE STR SPDR DOW JONES IND445 shares1.14%2026-03-312026-05-15

FTCS FIRST TR EXCHANGE-TRADED FD2.4K sharesnew addition2026-03-312026-05-15

FDT FIRST TR EXCH TRD ALPHDX FD2.2K sharesnew addition2026-03-312026-05-15

Sponsored

JEF JEFFERIES FINANCIAL GROUP IN4.1K sharesnew addition2026-03-312026-05-15

DTD WISDOMTREE TR2.4K shares0.21%2026-03-312026-05-15

ABNB AIRBNB INC1.6K shares-4.69%2026-03-312026-05-15

DGRS WISDOMTREE TR3.9K shares-6.13%2026-03-312026-05-15

TPR TAPESTRY INC1.6K shares-4.65%2026-03-312026-05-15

GRID FIRST TR EXCHANGE-TRADED FD1.1K sharesnew addition2026-03-312026-05-15

CSX CSX CORP4.8K sharesnew addition2026-03-312026-05-15

FTA FIRST TR EXCHANGE-TRADED ALP2.3K shares0.30%2026-03-312026-05-15

Sponsored

EPD ENTERPRISE PRODS PARTNERS L5.6K sharesnew addition2026-03-312026-05-15

PRU PRUDENTIAL FINL INC2.1K sharesnew addition2026-03-312026-05-15

CPRT COPART INC6.5K sharesnew addition2026-03-312026-05-15

IUSB ISHARES TR4.6K shares-12.76%2026-03-312026-05-15

ICF ISHARES TR3.1K sharesnew addition2026-03-312026-05-15

JHG JANUS HENDERSON GROUP PLC4.0K sharesnew addition2026-03-312026-05-15

EXC EXELON CORP4.7K shares4.55%2026-03-312026-05-15

XLB SELECT SECTOR SPDR TR4.0K sharesnew addition2026-03-312026-05-15

Sponsored

RY ROYAL BK CDA1.2K sharesnew addition2026-03-312026-05-15

IDVO AMPLIFY ETF TR4.8K sharesnew addition2026-03-312026-05-15

RFDI FIRST TR EXCH TRADED FD III2.4K sharesnew addition2026-03-312026-05-15

IT GARTNER INC1.4K sharesnew addition2026-03-312026-05-15

PFEB INNOVATOR ETFS TRUST4.8K sharesnew addition2026-03-312026-05-15

SHW SHERWIN WILLIAMS CO662 shares-17.97%2026-03-312026-05-15

BDX BECTON DICKINSON & CO1.4K shares-17.17%2026-03-312026-05-15

TER TERADYNE INC557 sharesnew addition2026-03-312026-05-15

Sponsored

PTLC PACER FDS TR3.5K sharesnew addition2026-03-312026-05-15

RGLD ROYAL GOLD INC818 sharesnew addition2026-03-312026-05-15

XLG INVESCO EXCHANGE TRADED FD T3.2K sharesnew addition2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR3.9K shares-4.82%2026-03-312026-05-15

GUT GABELLI UTIL TR31.5K sharesnew addition2026-03-312026-05-15

EVV EATON VANCE LIMITED DURATION16.9K shares0.00%2026-03-312026-05-15

F FORD MTR CO11.3K shares-0.49%2026-03-312026-05-15

MSIF MSC INCOME FUND INC12.4K shares0.51%2026-03-312026-05-15

Sponsored

HYT BLACKROCK CORPOR HI YLD FD I16.5K shares8.35%2026-03-312026-05-15

CYH COMMUNITY HEALTH SYS INC NEW33.2K shares0.05%2026-03-312026-05-15

VGZ VISTA GOLD CORP27.6K shares1.19%2026-03-312026-05-15

ABR ARBOR REALTY TRUST INC10.4K sharesnew addition2026-03-312026-05-15

ALIT ALIGHT INC13.5K sharesnew addition2026-03-312026-05-15

OVL

LISTED FDS TR

15.12%

Shares2.0M

Event2026-03-31

Filed2026-05-15

OVLH

LISTED FDS TR

-4.35%

Shares1.0M

Event2026-03-31

Filed2026-05-15

OVT

LISTED FDS TR

6.82%

Shares1.6M

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

28.09%

Shares101.6K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

5.79%

Shares115.4K

Event2026-03-31

Filed2026-05-15

IWF

ISHARES TR

316.57%

Shares204.4K

Event2026-03-31

Filed2026-05-15

LISTED FDS TR

4.47%

Shares713.3K

Event2026-03-31

Filed2026-05-15

MGV

VANGUARD WORLD FD

3.12%

Shares143.1K

Event2026-03-31

Filed2026-05-15

LISTED FDS TR

13.28%

Shares1.0M

Event2026-03-31

Filed2026-05-15

OVB

LISTED FDS TR

-3.34%

Shares1.1M

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

-4.52%

Shares29.1K

Event2026-03-31

Filed2026-05-15

BIL

SPDR SERIES TRUST

-29.52%

Shares225.3K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

1.27%

Shares43.7K

Event2026-03-31

Filed2026-05-15

KHPI

MANAGED PORTFOLIO SERIES

4.41%

Shares665.0K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

1.15%

Shares22.5K

Event2026-03-31

Filed2026-05-15

OVS

LISTED FDS TR

3.79%

Shares388.4K

Event2026-03-31

Filed2026-05-15

FTGC

FIRST TR EXCHANGE TRAD FD VI

6.53%

Shares480.4K

Event2026-03-31

Filed2026-05-15

ICSH

ISHARES TR

-29.69%

Shares285.0K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-0.20%

Shares18.5K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

3.58%

Shares30.7K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

2.60%

Shares16.2K

Event2026-03-31

Filed2026-05-15

QQQM

INVESCO EXCH TRADED FD TR II

95.39%

Shares41.1K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

4.67%

Shares42.2K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

1.28%

Shares24.9K

Event2026-03-31

Filed2026-05-15

LST

MANAGED PORTFOLIO SERIES

5.56%

Shares222.5K

Event2026-03-31

Filed2026-05-15

PSFF

PACER FDS TR

-0.05%

Shares267.1K

Event2026-03-31

Filed2026-05-15

IEF

ISHARES TR

-5.40%

Shares71.5K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-0.78%

Shares22.4K

Event2026-03-31

Filed2026-05-15

QUAL

ISHARES TR

-2.66%

Shares30.9K

Event2026-03-31

Filed2026-05-15

SHY

ISHARES TR

2.48%

Shares75.4K

Event2026-03-31

Filed2026-05-15

ETFS GOLD TR

60.58%

Shares125.9K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

0.41%

Shares13.0K

Event2026-03-31

Filed2026-05-15

IREN

IREN LIMITED

-0.06%

Shares100.0K

Event2026-03-31

Filed2026-05-15

FLJP

FRANKLIN TEMPLETON ETF TR

52.82%

Shares138.2K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

0.56%

Shares26.1K

Event2026-03-31

Filed2026-05-15

PDBC

INVESCO ACTVELY MNGD ETC FD

54.88%

Shares272.7K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

10.03%

Shares12.7K

Event2026-03-31

Filed2026-05-15

CCJ

CAMECO CORP

1.90%

Shares43.8K

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

481.06%

Shares57.3K

Event2026-03-31

Filed2026-05-15

SPYM

SPDR SERIES TRUST

31.80%

Shares54.7K

Event2026-03-31

Filed2026-05-15

AVUV

AMERICAN CENTY ETF TR

1.08%

Shares37.7K

Event2026-03-31

Filed2026-05-15

META

META PLATFORMS INC

3.19%

Shares7.2K

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

0.36%

Shares13.6K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

1.15%

Shares30.4K

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD WHITEHALL FDS

2.07%

Shares24.2K

Event2026-03-31

Filed2026-05-15

RIOT

RIOT PLATFORMS INC

0.10%

Shares150.4K

Event2026-03-31

Filed2026-05-15

IWM

ISHARES TR

22.52%

Shares12.7K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

1.49%

Shares23.3K

Event2026-03-31

Filed2026-05-15

AVUS

AMERICAN CENTY ETF TR

-0.52%

Shares28.0K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

12.69%

Shares3.4K

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

0.53%

Shares19.7K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

54.64%

Shares9.5K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

-2.24%

Shares18.2K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

4.76%

Shares3.3K

Event2026-03-31

Filed2026-05-15

EEM

ISHARES TR

23.99%

Shares49.6K

Event2026-03-31

Filed2026-05-15

VGT

VANGUARD WORLD FD

680.36%

Shares29.1K

Event2026-03-31

Filed2026-05-15

COCA COLA CO

-1.58%

Shares38.8K

Event2026-03-31

Filed2026-05-15

CLOI

VANECK ETF TRUST

7.17%

Shares58.7K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

-7.05%

Shares13.4K

Event2026-03-31

Filed2026-05-15

LVHI

LEGG MASON ETF INVT

5.37%

Shares73.1K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

-1.82%

Shares6.2K

Event2026-03-31

Filed2026-05-15

MBSF

VALUED ADVISERS TR

5.96%

Shares116.4K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

0.45%

Shares26.1K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

0.61%

Shares14.1K

Event2026-03-31

Filed2026-05-15

TIDAL TRUST II

New

Shares54.0K

Event2026-03-31

Filed2026-05-15

REMX

VANECK ETF TRUST

8.67%

Shares27.2K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

-3.13%

Shares40.6K

Event2026-03-31

Filed2026-05-15

PAVE

GLOBAL X FDS

8.61%

Shares47.2K

Event2026-03-31

Filed2026-05-15

CIBR

FIRST TR EXCHANGE-TRADED FD

10.87%

Shares34.2K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

5.33%

Shares5.7K

Event2026-03-31

Filed2026-05-15

IBIT

ISHARES BITCOIN TRUST ETF

9.61%

Shares55.6K

Event2026-03-31

Filed2026-05-15

SPEM

SPDR INDEX SHS FDS

66.22%

Shares47.6K

Event2026-03-31

Filed2026-05-15

SOUTHERN CO

-4.51%

Shares26.3K

Event2026-03-31

Filed2026-05-15

SPSM

SPDR SERIES TRUST

65.06%

Shares46.5K

Event2026-03-31

Filed2026-05-15

DUKE ENERGY CORP NEW

2.17%

Shares18.8K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

4.78%

Shares22.1K

Event2026-03-31

Filed2026-05-15

IWL

ISHARES TR

0.00%

Shares12.1K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

3.26%

Shares16.4K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

5.29%

Shares2.5K

Event2026-03-31

Filed2026-05-15

BUFR

FIRST TR EXCHNG TRADED FD VI

-2.19%

Shares60.6K

Event2026-03-31

Filed2026-05-15

NLR

VANECK ETF TRUST

13.07%

Shares15.9K

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB STRATEGIC TR

-5.97%

Shares67.3K

Event2026-03-31

Filed2026-05-15

MORGAN STANLEY

-1.11%

Shares10.9K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

4.77%

Shares9.9K

Event2026-03-31

Filed2026-05-15

RFDA

ALPS ETF TR

4.66%

Shares29.9K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

-1.07%

Shares6.1K

Event2026-03-31

Filed2026-05-15

PANW

PALO ALTO NETWORKS INC

9.02%

Shares9.0K

Event2026-03-31

Filed2026-05-15

IGLD

FIRST TR EXCHANGE-TRADED FD

2.21%

Shares82.1K

Event2026-03-31

Filed2026-05-15

MICRON TECHNOLOGY INC

9.50%

Shares2.5K

Event2026-03-31

Filed2026-05-15

SHLD

GLOBAL X FDS

10.32%

Shares31.6K

Event2026-03-31

Filed2026-05-15

CLOB

VANECK ETF TRUST

3.06%

Shares39.4K

Event2026-03-31

Filed2026-05-15

QGRW

WISDOMTREE TR

-3.33%

Shares30.3K

Event2026-03-31

Filed2026-05-15

ISHARES GOLD TR

10.36%

Shares22.0K

Event2026-03-31

Filed2026-05-15

FIW

FIRST TR EXCHANGE-TRADED FD

12.56%

Shares18.5K

Event2026-03-31

Filed2026-05-15

FCX

FREEPORT MCMORAN INC

3.55%

Shares26.6K

Event2026-03-31

Filed2026-05-15

APH

AMPHENOL CORP

0.01%

Shares14.3K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

10.07%

Shares18.2K

Event2026-03-31

Filed2026-05-15

SPDW

SPDR INDEX SHS FDS

54.33%

Shares34.4K

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INC

4.49%

Shares13.2K

Event2026-03-31

Filed2026-05-15

TEVA

TEVA PHARMACEUTICAL INDS LTD

0.11%

Shares45.8K

Event2026-03-31

Filed2026-05-15

IVW

ISHARES TR

-7.68%

Shares12.1K

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC

8.66%

Shares1.7K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

7.35%

Shares11.2K

Event2026-03-31

Filed2026-05-15

LMT

LOCKHEED MARTIN CORP

-7.49%

Shares3.0K

Event2026-03-31

Filed2026-05-15

USHY

ISHARES TR

-23.34%

Shares42.2K

Event2026-03-31

Filed2026-05-15

MTUM

ISHARES TR

-1.86%

Shares5.0K

Event2026-03-31

Filed2026-05-15

HCMT

DIREXION SHARES ETF TRUST

22.67%

Shares37.7K

Event2026-03-31

Filed2026-05-15

SLV

ISHARES SILVER TR

5.81%

Shares19.0K

Event2026-03-31

Filed2026-05-15

GEV

GE VERNOVA INC

7.34%

Shares1.4K

Event2026-03-31

Filed2026-05-15

PARKER-HANNIFIN CORP

0.30%

Shares1.7K

Event2026-03-31

Filed2026-05-15

BAC

BANK AMERICA CORP

-3.37%

Shares30.0K

Event2026-03-31

Filed2026-05-15

INTC

INTEL CORP

-21.31%

Shares12.4K

Event2026-03-31

Filed2026-05-15

SPYD

SPDR SERIES TRUST

2.42%

Shares31.7K

Event2026-03-31

Filed2026-05-15

VISA INC

3.18%

Shares4.6K

Event2026-03-31

Filed2026-05-15

IWR

ISHARES TR

0.00%

Shares13.9K

Event2026-03-31

Filed2026-05-15

CRWD

CROWDSTRIKE HLDGS INC

3.40%

Shares2.6K

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

-0.27%

Shares9.7K

Event2026-03-31

Filed2026-05-15

CGSM

CAPITAL GRP FIXED INCM ETF T

0.74%

Shares54.1K

Event2026-03-31

Filed2026-05-15

XLE

SELECT SECTOR SPDR TR

13.59%

Shares24.6K

Event2026-03-31

Filed2026-05-15

AXP

AMERICAN EXPRESS CO

11.15%

Shares4.5K

Event2026-03-31

Filed2026-05-15

EFG

ISHARES TR

-1.45%

Shares11.5K

Event2026-03-31

Filed2026-05-15

XPO

XPO INC

0.00%

Shares7.0K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

-0.85%

Shares18.7K

Event2026-03-31

Filed2026-05-15

WFC

WELLS FARGO & CO

-19.98%

Shares18.6K

Event2026-03-31

Filed2026-05-15

FFEB

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares22.5K

Event2026-03-31

Filed2026-05-15

DSU

BLACKROCK DEBT STRATEGIES FD

2.29%

Shares133.0K

Event2026-03-31

Filed2026-05-15

FDEC

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares24.3K

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

0.57%

Shares15.9K

Event2026-03-31

Filed2026-05-15

PNOV

INNOVATOR ETFS TRUST

0.00%

Shares29.7K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

6.67%

Shares6.8K

Event2026-03-31

Filed2026-05-15

AMD

ADVANCED MICRO DEVICES INC

20.26%

Shares2.8K

Event2026-03-31

Filed2026-05-15

DGRW

WISDOMTREE TR

-2.97%

Shares12.9K

Event2026-03-31

Filed2026-05-15

AGGY

WISDOMTREE TR

-4.07%

Shares28.0K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

-7.24%

Shares12.8K

Event2026-03-31

Filed2026-05-15

VXUS

VANGUARD STAR FDS

68.11%

Shares14.3K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

10.23%

Shares3.0K

Event2026-03-31

Filed2026-05-15

VMC

VULCAN MATLS CO

1.76%

Shares4.3K

Event2026-03-31

Filed2026-05-15

SEAGATE TECHNOLOGY HLDNGS PL

-3.22%

Shares1.4K

Event2026-03-31

Filed2026-05-15

VONG

VANGUARD SCOTTSDALE FDS

0.00%

Shares9.1K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

1.33%

Shares2.9K

Event2026-03-31

Filed2026-05-15

IBM

INTERNATIONAL BUSINESS MACHS

-3.24%

Shares5.3K

Event2026-03-31

Filed2026-05-15

SHV

ISHARES TR

3.21%

Shares10.2K

Event2026-03-31

Filed2026-05-15

TJX

TJX COS INC NEW

3.84%

Shares7.6K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

7.81%

Shares18.5K

Event2026-03-31

Filed2026-05-15

DOMINION ENERGY INC

22.42%

Shares17.7K

Event2026-03-31

Filed2026-05-15

XLI

SELECT SECTOR SPDR TR

27.27%

Shares6.2K

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

13.45%

Shares4.7K

Event2026-03-31

Filed2026-05-15

BOEING CO

23.12%

Shares4.4K

Event2026-03-31

Filed2026-05-15

VRT

VERTIV HOLDINGS CO

8.81%

Shares2.8K

Event2026-03-31

Filed2026-05-15

IWD

ISHARES TR

16.21%

Shares4.5K

Event2026-03-31

Filed2026-05-15

ITOT

ISHARES TR

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-15

IYW

ISHARES TR

1.12%

Shares4.2K

Event2026-03-31

Filed2026-05-15

GLW

CORNING INC

17.19%

Shares4.8K

Event2026-03-31

Filed2026-05-15

DELL

DELL TECHNOLOGIES INC

3.72%

Shares4.1K

Event2026-03-31

Filed2026-05-15

IVE

ISHARES TR

-17.44%

Shares4.4K

Event2026-03-31

Filed2026-05-15

MTGP

WISDOMTREE TR

-3.52%

Shares22.1K

Event2026-03-31

Filed2026-05-15

ITW

ILLINOIS TOOL WKS INC

-3.07%

Shares3.9K

Event2026-03-31

Filed2026-05-15

DYNF

BLACKROCK ETF TRUST

-10.35%

Shares14.5K

Event2026-03-31

Filed2026-05-15

WTAI

WISDOMTREE TR

0.00%

Shares22.9K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

-4.65%

Shares1.9K

Event2026-03-31

Filed2026-05-15

WPM

WHEATON PRECIOUS METALS CORP

3.99%

Shares6.5K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC.

13.23%

Shares10.5K

Event2026-03-31

Filed2026-05-15

AVDE

AMERICAN CENTY ETF TR

1.68%

Shares10.0K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

-0.31%

Shares3.2K

Event2026-03-31

Filed2026-05-15

JULT

AIM ETF PRODUCTS TRUST

0.00%

Shares18.7K

Event2026-03-31

Filed2026-05-15

NTSX

WISDOMTREE TR

-5.29%

Shares14.9K

Event2026-03-31

Filed2026-05-15

GE AEROSPACE

-7.72%

Shares3.0K

Event2026-03-31

Filed2026-05-15

LOW

LOWES COS INC

1.52%

Shares3.9K

Event2026-03-31

Filed2026-05-15

JANT

AIM ETF PRODUCTS TRUST

-0.19%

Shares19.9K

Event2026-03-31

Filed2026-05-15

APRT

AIM ETF PRODUCTS TRUST

0.00%

Shares19.1K

Event2026-03-31

Filed2026-05-15

FAPR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares18.5K

Event2026-03-31

Filed2026-05-15

ADP

AUTOMATIC DATA PROCESSING IN

-6.82%

Shares4.1K

Event2026-03-31

Filed2026-05-15

PHILIP MORRIS INTL INC

-2.53%

Shares4.5K

Event2026-03-31

Filed2026-05-15

FJUL

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares14.3K

Event2026-03-31

Filed2026-05-15

AT&T INC

-0.54%

Shares33.9K

Event2026-03-31

Filed2026-05-15

AFL

AFLAC INC

0.35%

Shares7.2K

Event2026-03-31

Filed2026-05-15

FOCT

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares15.7K

Event2026-03-31

Filed2026-05-15

FIX

COMFORT SYS USA INC

0.25%

Shares398

Event2026-03-31

Filed2026-05-15

EATON CORP PLC

12.57%

Shares2.0K

Event2026-03-31

Filed2026-05-15

AVLC

AMERICAN CENTY ETF TR

1.99%

Shares9.1K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

-6.10%

Shares9.3K

Event2026-03-31

Filed2026-05-15

PSFM

PACER FDS TR

0.00%

Shares22.5K

Event2026-03-31

Filed2026-05-15

XLSR

SSGA ACTIVE TR

1.26%

Shares11.7K

Event2026-03-31

Filed2026-05-15

CMI

CUMMINS INC

1.24%

Shares1.1K

Event2026-03-31

Filed2026-05-15

COP

CONOCOPHILLIPS

3.66%

Shares6.4K

Event2026-03-31

Filed2026-05-15

PNC

PNC FINL SVCS GROUP INC

-0.53%

Shares3.6K

Event2026-03-31

Filed2026-05-15

NEM

NEWMONT CORP

2.20%

Shares6.2K

Event2026-03-31

Filed2026-05-15

HON

HONEYWELL INTL INC

-0.35%

Shares3.4K

Event2026-03-31

Filed2026-05-15

CITIGROUP INC

116.03%

Shares5.8K

Event2026-03-31

Filed2026-05-15

RSG

REPUBLIC SVCS INC

-9.84%

Shares3.5K

Event2026-03-31

Filed2026-05-15

EFV

ISHARES TR

-4.04%

Shares9.1K

Event2026-03-31

Filed2026-05-15

BLOK

AMPLIFY ETF TR

0.00%

Shares11.0K

Event2026-03-31

Filed2026-05-15

UVSP

UNIVEST FINANCIAL CORPORATIO

0.19%

Shares18.7K

Event2026-03-31

Filed2026-05-15

AMP

AMERIPRISE FINL INC

-7.41%

Shares1.5K

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRS INC

4.70%

Shares2.2K

Event2026-03-31

Filed2026-05-15

EMR

EMERSON ELEC CO

2.40%

Shares5.0K

Event2026-03-31

Filed2026-05-15

CHUBB LTD SWITZ

-2.12%

Shares2.1K

Event2026-03-31

Filed2026-05-15

ESGU

ISHARES TR

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-15

CGGR

CAPITAL GROUP GROWTH ETF

0.00%

Shares14.5K

Event2026-03-31

Filed2026-05-15

REALTY INCOME CORP

-5.77%

Shares10.9K

Event2026-03-31

Filed2026-05-15

AVEM

AMERICAN CENTY ETF TR

-0.32%

Shares7.1K

Event2026-03-31

Filed2026-05-15

QCOM

QUALCOMM INC

-23.62%

Shares3.1K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-5.31%

Shares2.3K

Event2026-03-31

Filed2026-05-15

USB

US BANCORP

-8.88%

Shares12.0K

Event2026-03-31

Filed2026-05-15

FTSL

FIRST TR EXCHANGE-TRADED FD

0.19%

Shares14.0K

Event2026-03-31

Filed2026-05-15

IBLC

ISHARES TR

0.00%

Shares12.0K

Event2026-03-31

Filed2026-05-15

TRIN

TRINITY CAP INC

0.00%

Shares37.4K

Event2026-03-31

Filed2026-05-15

AGQ

PROSHARES TR II

33.33%

Shares4.0K

Event2026-03-31

Filed2026-05-15

XSOE

WISDOMTREE TR

-4.71%

Shares13.1K

Event2026-03-31

Filed2026-05-15

AMAT

APPLIED MATLS INC

4.71%

Shares1.4K

Event2026-03-31

Filed2026-05-15

GNOM

GLOBAL X FDS

0.00%

Shares13.4K

Event2026-03-31

Filed2026-05-15

ALTRIA GROUP INC

104.15%

Shares8.6K

Event2026-03-31

Filed2026-05-15

SPGP

INVESCO EXCHANGE TRADED FD T

-21.86%

Shares5.3K

Event2026-03-31

Filed2026-05-15

VCR

VANGUARD WORLD FD

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-15

LCTU

BLACKROCK ETF TRUST

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-15

BTAL

AGF INVTS TR

120.70%

Shares49.7K

Event2026-03-31

Filed2026-05-15

WCBR

WISDOMTREE TR

0.00%

Shares20.4K

Event2026-03-31

Filed2026-05-15

GENERAL DYNAMICS CORP

3.65%

Shares1.7K

Event2026-03-31

Filed2026-05-15

CEG

CONSTELLATION ENERGY CORP

-1.16%

Shares2.1K

Event2026-03-31

Filed2026-05-15

UPS

UNITED PARCEL SVCS INC

10.31%

Shares5.9K

Event2026-03-31

Filed2026-05-15

TMFC

RBB FD INC

8.73%

Shares7.5K

Event2026-03-31

Filed2026-05-15

PSQ

PROSHARES TR

0.00%

Shares22.1K

Event2026-03-31

Filed2026-05-15

FTNT

FORTINET INC

-31.98%

Shares4.8K

Event2026-03-31

Filed2026-05-15

ARISTA NETWORKS INC

10.66%

Shares4.0K

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC

-2.19%

Shares11.8K

Event2026-03-31

Filed2026-05-15

ADI

ANALOG DEVICES INC

-2.87%

Shares1.3K

Event2026-03-31

Filed2026-05-15

WASTE MGMT INC DEL

-21.52%

Shares2.5K

Event2026-03-31

Filed2026-05-15

BMY

BRISTOL-MYERS SQUIBB CO

-1.41%

Shares9.5K

Event2026-03-31

Filed2026-05-15

ARKK

ARK ETF TR

-22.15%

Shares6.8K

Event2026-03-31

Filed2026-05-15

FDX

FEDEX CORP

-1.72%

Shares1.4K

Event2026-03-31

Filed2026-05-15

NEAR

ISHARES U S ETF TR

0.72%

Shares10.3K

Event2026-03-31

Filed2026-05-15

CEFS

EXCHANGE LISTED FDS TR

11.04%

Shares20.8K

Event2026-03-31

Filed2026-05-15

ROK

ROCKWELL AUTOMATION INC

14.61%

Shares1.1K

Event2026-03-31

Filed2026-05-15

EMXC

ISHARES INC

78.96%

Shares5.4K

Event2026-03-31

Filed2026-05-15

FMHI

FIRST TR EXCH TRADED FD III

55.85%

Shares10.8K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

297.15%

Shares6.7K

Event2026-03-31

Filed2026-05-15

APD

AIR PRODUCTS AND CHEMICALS I

0.72%

Shares1.7K

Event2026-03-31

Filed2026-05-15

EIX

EDISON INTL

-0.30%

Shares7.3K

Event2026-03-31

Filed2026-05-15

YYY

AMPLIFY ETF TR

0.21%

Shares44.3K

Event2026-03-31

Filed2026-05-15

BCAT

BLACKROCK CAP ALLOCATION TER

1.67%

Shares32.6K

Event2026-03-31

Filed2026-05-15

BLACKROCK INC

-11.89%

Shares467

Event2026-03-31

Filed2026-05-15

JEPI

J P MORGAN EXCHANGE TRADED F

7.28%

Shares9.1K

Event2026-03-31

Filed2026-05-15

GWW

WW GRAINGER INC

1.00%

Shares405

Event2026-03-31

Filed2026-05-15

CVS

CVS HEALTH CORP

-6.85%

Shares5.1K

Event2026-03-31

Filed2026-05-15

RTX

RTX CORPORATION

3.27%

Shares2.8K

Event2026-03-31

Filed2026-05-15

KLAC

KLA CORP

1.14%

Shares267

Event2026-03-31

Filed2026-05-15

QHY

WISDOMTREE TR

-2.91%

Shares10.8K

Event2026-03-31

Filed2026-05-15

IWP

ISHARES TR

3.58%

Shares3.6K

Event2026-03-31

Filed2026-05-15

PAYX

PAYCHEX INC

17.69%

Shares5.4K

Event2026-03-31

Filed2026-05-15

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-15

WTMF

WISDOMTREE TR

-5.67%

Shares11.6K

Event2026-03-31

Filed2026-05-15

AVSC

AMERICAN CENTY ETF TR

0.62%

Shares7.1K

Event2026-03-31

Filed2026-05-15

IJT

ISHARES TR

-1.56%

Shares3.0K

Event2026-03-31

Filed2026-05-15

WCLD

WISDOMTREE TR

0.00%

Shares17.2K

Event2026-03-31

Filed2026-05-15

THE CIGNA GROUP

12.13%

Shares1.6K

Event2026-03-31

Filed2026-05-15

GBDC

GOLUB CAP BDC INC

0.00%

Shares35.8K

Event2026-03-31

Filed2026-05-15

PYLD

PIMCO ETF TR

New

Shares17.6K

Event2026-03-31

Filed2026-05-15

LDUR

PIMCO ETF TR

New

Shares4.9K

Event2026-03-31

Filed2026-05-15

WDC

WESTERN DIGITAL CORP

0.64%

Shares937

Event2026-03-31

Filed2026-05-15

MMM

3M CO

-2.71%

Shares3.1K

Event2026-03-31

Filed2026-05-15

IXUS

ISHARES TR

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-15

MMC

MARSH & MCLENNAN COS INC

-4.85%

Shares2.9K

Event2026-03-31

Filed2026-05-15

XLY

SELECT SECTOR SPDR TR

25.94%

Shares3.8K

Event2026-03-31

Filed2026-05-15

CMS

CMS ENERGY CORP

10.09%

Shares6.2K

Event2026-03-31

Filed2026-05-15

EFA

ISHARES TR

10.93%

Shares4.3K

Event2026-03-31

Filed2026-05-15

NOC

NORTHROP GRUMMAN CORP

-1.59%

Shares806

Event2026-03-31

Filed2026-05-15

COF

CAPITAL ONE FINL CORP

-30.75%

Shares2.4K

Event2026-03-31

Filed2026-05-15

XLV

SELECT SECTOR SPDR TR

20.15%

Shares3.0K

Event2026-03-31

Filed2026-05-15

EQUIPMENTSHARE COM INC

New

Shares16.9K

Event2026-03-31

Filed2026-05-15

GCC

WISDOMTREE TR

-6.30%

Shares16.5K

Event2026-03-31

Filed2026-05-15

PPI

INVESTMENT MANAGERS SER TR I

-6.58%

Shares19.6K

Event2026-03-31

Filed2026-05-15

SNDK

SANDISK CORP

-29.74%

Shares300

Event2026-03-31

Filed2026-05-15

SHYD

VANECK ETF TRUST

-5.43%

Shares19.0K

Event2026-03-31

Filed2026-05-15

LINDE PLC

6.39%

Shares833

Event2026-03-31

Filed2026-05-15

VFH

VANGUARD WORLD FD

0.03%

Shares3.4K

Event2026-03-31

Filed2026-05-15

FTI

TECHNIPFMC PLC

-10.27%

Shares5.8K

Event2026-03-31

Filed2026-05-15

KMI

KINDER MORGAN INC DEL

-0.91%

Shares12.9K

Event2026-03-31

Filed2026-05-15

GENERAL MTRS CO

0.38%

Shares5.5K

Event2026-03-31

Filed2026-05-15

PCG

PG&E CORP

-1.20%

Shares25.1K

Event2026-03-31

Filed2026-05-15

WTV

WISDOMTREE TR

-4.66%

Shares4.2K

Event2026-03-31

Filed2026-05-15

FJAN

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares7.6K

Event2026-03-31

Filed2026-05-15

SNOW

SNOWFLAKE INC

8.39%

Shares2.7K

Event2026-03-31

Filed2026-05-15

BBDC

BARINGS BDC INC

0.00%

Shares46.9K

Event2026-03-31

Filed2026-05-15

DSI

ISHARES TR

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-15

QQH

NORTHERN LTS FD TR III

23.08%

Shares4.7K

Event2026-03-31

Filed2026-05-15

PJAN

INNOVATOR ETFS TRUST

-2.37%

Shares8.2K

Event2026-03-31

Filed2026-05-15

CIEN

CIENA CORP

0.72%

Shares695

Event2026-03-31

Filed2026-05-15

BAI

BLACKROCK ETF TRUST

-0.91%

Shares8.3K

Event2026-03-31

Filed2026-05-15

POST

POST HLDGS INC

0.08%

Shares3.8K

Event2026-03-31

Filed2026-05-15

DJUL

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares7.8K

Event2026-03-31

Filed2026-05-15

INCY

INCYTE CORP

0.46%

Shares3.9K

Event2026-03-31

Filed2026-05-15

USO

UNITED STS OIL FD LP

39.05%

Shares2.7K

Event2026-03-31

Filed2026-05-15

VLO

VALERO ENERGY CORP

0.96%

Shares1.6K

Event2026-03-31

Filed2026-05-15

CRM

SALESFORCE INC

-7.63%

Shares2.3K

Event2026-03-31

Filed2026-05-15

JMST

J P MORGAN EXCHANGE TRADED F

-7.41%

Shares7.5K

Event2026-03-31

Filed2026-05-15

FVD

FIRST TR EXCHANGE-TRADED FD

5.31%

Shares8.0K

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC

-22.68%

Shares832

Event2026-03-31

Filed2026-05-15

AEP

AMERICAN ELEC PWR CO INC

0.28%

Shares2.9K

Event2026-03-31

Filed2026-05-15

EQIX

EQUINIX INC

2.09%

Shares342

Event2026-03-31

Filed2026-05-15

HOOD

ROBINHOOD MKTS INC

32.66%

Shares4.8K

Event2026-03-31

Filed2026-05-15

TRV

TRAVELERS COMPANIES INC

-3.57%

Shares1.2K

Event2026-03-31

Filed2026-05-15

DXJ

WISDOMTREE TR

-4.35%

Shares2.1K

Event2026-03-31

Filed2026-05-15

OEF

ISHARES TR

-6.22%

Shares980

Event2026-03-31

Filed2026-05-15

GRAYSCALE BITCOIN MINI TR ET

New

Shares10.3K

Event2026-03-31

Filed2026-05-15

MARVELL TECHNOLOGY INC

New

Shares2.0K

Event2026-03-31

Filed2026-05-15

CNC

CENTENE CORP DEL

-34.44%

Shares6.1K

Event2026-03-31

Filed2026-05-15

ATLASSIAN CORPORATION

New

Shares4.5K

Event2026-03-31

Filed2026-05-15

DHR

DANAHER CORP DEL

-26.83%

Shares2.2K

Event2026-03-31

Filed2026-05-15

DAL

DELTA AIR LINES INC

13.81%

Shares5.0K

Event2026-03-31

Filed2026-05-15

CHY

CALAMOS CONV & HIGH INCOME F

26.77%

Shares27.3K

Event2026-03-31

Filed2026-05-15

SCHA

SCHWAB STRATEGIC TR

0.37%

Shares10.8K

Event2026-03-31

Filed2026-05-15

LAM RESEARCH CORP

-0.08%

Shares1.2K

Event2026-03-31

Filed2026-05-15

MTZ

MASTEC INC

2.33%

Shares836

Event2026-03-31

Filed2026-05-15

VGK

VANGUARD INTL EQUITY INDEX F

-76.51%

Shares4.0K

Event2026-03-31

Filed2026-05-15

REGIONS FINANCIAL CORP NEW

1.23%

Shares13.3K

Event2026-03-31

Filed2026-05-15

EME

EMCOR GROUP INC

0.80%

Shares380

Event2026-03-31

Filed2026-05-15

SMH

VANECK ETF TRUST

10.47%

Shares612

Event2026-03-31

Filed2026-05-15

LHX

L3HARRIS TECHNOLOGIES INC

-8.49%

Shares1.1K

Event2026-03-31

Filed2026-05-15

CME

CME GROUP INC

-5.95%

Shares1.2K

Event2026-03-31

Filed2026-05-15

HYMB

SPDR SERIES TRUST

-7.29%

Shares13.9K

Event2026-03-31

Filed2026-05-15

SCHM

SCHWAB STRATEGIC TR

New

Shares10.0K

Event2026-03-31

Filed2026-05-15

PHYL

PGIM ETF TR

1.38%

Shares9.8K

Event2026-03-31

Filed2026-05-15

ENERGY TRANSFER L P

-6.05%

Shares17.1K

Event2026-03-31

Filed2026-05-15

DOW

DOW HLDGS INC

New

Shares8.8K

Event2026-03-31

Filed2026-05-15

QQQE

DIREXION SHARES ETF TRUST

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-15

PSX

PHILLIPS 66

1.50%

Shares2.0K

Event2026-03-31

Filed2026-05-15

DIS

DISNEY WALT CO

-8.07%

Shares3.2K

Event2026-03-31

Filed2026-05-15

GILD

GILEAD SCIENCES INC

24.99%

Shares2.5K

Event2026-03-31

Filed2026-05-15

DEERE & CO

New

Shares577

Event2026-03-31

Filed2026-05-15

SOUTHSTATE BK CORP

5.04%

Shares3.6K

Event2026-03-31

Filed2026-05-15

SCHW

SCHWAB CHARLES CORP

-10.53%

Shares3.6K

Event2026-03-31

Filed2026-05-15

AMT

AMERICAN TOWER CORP

9.08%

Shares1.9K

Event2026-03-31

Filed2026-05-15

LGH

NORTHERN LTS FD TR III

25.05%

Shares5.2K

Event2026-03-31

Filed2026-05-15

EWJ

ISHARES INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-15

ASML

ASML HLDG NV

6.70%

Shares207

Event2026-03-31

Filed2026-05-15

CGDV

CAPITAL GROUP DIVIDEND VALUE

0.09%

Shares6.8K

Event2026-03-31

Filed2026-05-15

UNP

UNION PAC CORP

-1.37%

Shares1.2K

Event2026-03-31

Filed2026-05-15

HSY

HERSHEY CO

3.73%

Shares1.6K

Event2026-03-31

Filed2026-05-15

PWR

QUANTA SVCS INC

-2.37%

Shares412

Event2026-03-31

Filed2026-05-15

VOOG

VANGUARD ADMIRAL FDS INC

500.16%

Shares3.8K

Event2026-03-31

Filed2026-05-15

LQD

ISHARES TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-15

GDX

VANECK ETF TRUST

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-15

SPUU

DIREXION SHARES ETF TRUST

0.28%

Shares1.4K

Event2026-03-31

Filed2026-05-15

EXPE

EXPEDIA GROUP INC

-5.88%

Shares1.4K

Event2026-03-31

Filed2026-05-15

USMV

ISHARES TR

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-15

BLACKSTONE INC

-6.70%

Shares2.5K

Event2026-03-31

Filed2026-05-15

JBHT

HUNT J B TRANS SVCS INC

1.43%

Shares1.3K

Event2026-03-31

Filed2026-05-15

TIDAL TRUST II

New

Shares10.3K

Event2026-03-31

Filed2026-05-15

BP PLC

-13.91%

Shares6.8K

Event2026-03-31

Filed2026-05-15

FMAR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares5.8K

Event2026-03-31

Filed2026-05-15

DVN

DEVON ENERGY CORP NEW

-5.11%

Shares6.4K

Event2026-03-31

Filed2026-05-15

FJUN

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-15

COWG

PACER FDS TR

1.54%

Shares8.0K

Event2026-03-31

Filed2026-05-15

HAL

HALLIBURTON CO

4.18%

Shares7.3K

Event2026-03-31

Filed2026-05-15

USXF

ISHARES TR

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-15

BUFZ

FIRST TR EXCHNG TRADED FD VI

-0.34%

Shares10.4K

Event2026-03-31

Filed2026-05-15

PAUG

INNOVATOR ETFS TRUST

0.00%

Shares6.4K

Event2026-03-31

Filed2026-05-15

CFG

CITIZENS FINL GROUP INC

0.32%

Shares4.8K

Event2026-03-31

Filed2026-05-15

RCL

ROYAL CARIBBEAN GROUP

19.16%

Shares1.1K

Event2026-03-31

Filed2026-05-15

HDV

ISHARES TR

400.05%

Shares10.4K

Event2026-03-31

Filed2026-05-15

TSN

TYSON FOODS INC

3.29%

Shares4.2K

Event2026-03-31

Filed2026-05-15

AGG

ISHARES TR

1.17%

Shares2.9K

Event2026-03-31

Filed2026-05-15

TFC

TRUIST FINL CORP

-6.48%

Shares6.0K

Event2026-03-31

Filed2026-05-15

UBER

UBER TECHNOLOGIES INC

-18.17%

Shares3.8K

Event2026-03-31

Filed2026-05-15

JCI

JOHNSON CONTROLS INTERNATION

2.92%

Shares1.9K

Event2026-03-31

Filed2026-05-15

MET

METLIFE INC

-4.22%

Shares3.6K

Event2026-03-31

Filed2026-05-15

PLD

PROLOGIS INC.

-1.22%

Shares1.9K

Event2026-03-31

Filed2026-05-15

SBUX

STARBUCKS CORP

-12.83%

Shares2.6K

Event2026-03-31

Filed2026-05-15

FAUG

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-15

ESGE

ISHARES INC

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-15

IQLT

ISHARES TR

-31.74%

Shares5.5K

Event2026-03-31

Filed2026-05-15

DGS

WISDOMTREE TR

0.12%

Shares4.2K

Event2026-03-31

Filed2026-05-15

SECT

NORTHERN LTS FD TR IV

-37.01%

Shares3.9K

Event2026-03-31

Filed2026-05-15

ALL

ALLSTATE CORP

-0.40%

Shares1.2K

Event2026-03-31

Filed2026-05-15

KEYS

KEYSIGHT TECHNOLOGIES INC

New

Shares740

Event2026-03-31

Filed2026-05-15

DES

WISDOMTREE TR

0.04%

Shares7.0K

Event2026-03-31

Filed2026-05-15

FNOV

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-15

ACWI

ISHARES TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-15

SDY

SPDR SERIES TRUST

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-15

DFAS

DIMENSIONAL ETF TRUST

0.09%

Shares3.3K

Event2026-03-31

Filed2026-05-15

SPG

SIMON PPTY GROUP INC NEW

-7.61%

Shares1.3K

Event2026-03-31

Filed2026-05-15

AON PLC

New

Shares798

Event2026-03-31

Filed2026-05-15

CRH PLC

New

Shares2.3K

Event2026-03-31

Filed2026-05-15

TDIV

FIRST TR EXCHANGE TRADED FD

-3.42%

Shares2.2K

Event2026-03-31

Filed2026-05-15

USMF

WISDOMTREE TR

0.36%

Shares4.7K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

0.00%

Shares717

Event2026-03-31

Filed2026-05-15

DVY

ISHARES TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-15

HLT

HILTON WORLDWIDE HLDGS INC

0.52%

Shares776

Event2026-03-31

Filed2026-05-15

THRO

BLACKROCK ETF TRUST

-2.90%

Shares5.7K

Event2026-03-31

Filed2026-05-15

HIG

HARTFORD INSURANCE GROUP INC

-4.23%

Shares1.8K

Event2026-03-31

Filed2026-05-15

TGT

TARGET CORP

2.75%

Shares2.0K

Event2026-03-31

Filed2026-05-15

ARCC

ARES CAPITAL CORP

0.00%

Shares12.7K

Event2026-03-31

Filed2026-05-15

TBT

PROSHARES TR

New

Shares6.5K

Event2026-03-31

Filed2026-05-15

MBB

ISHARES TR

-6.62%

Shares2.5K

Event2026-03-31

Filed2026-05-15

CLOA

BLACKROCK ETF TRUST II

New

Shares4.5K

Event2026-03-31

Filed2026-05-15

BOND

PIMCO ETF TR

New

Shares2.5K

Event2026-03-31

Filed2026-05-15

VTEB

VANGUARD MUN BD FDS

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-15

PMBS

PIMCO ETF TR

New

Shares4.7K

Event2026-03-31

Filed2026-05-15

IQDY

FLEXSHARES TR

-1.81%

Shares5.4K

Event2026-03-31

Filed2026-05-15

HCA

HCA HEALTHCARE INC

2.68%

Shares537

Event2026-03-31

Filed2026-05-15

ISRG

INTUITIVE SURGICAL INC

-36.18%

Shares531

Event2026-03-31

Filed2026-05-15

IHDG

WISDOMTREE TR

0.09%

Shares4.6K

Event2026-03-31

Filed2026-05-15

DMBS

DOUBLELINE ETF TRUST

New

Shares4.7K

Event2026-03-31

Filed2026-05-15

STT

STATE STR CORP

New

Shares1.5K

Event2026-03-31

Filed2026-05-15

SGOV

ISHARES TR

-14.61%

Shares2.3K

Event2026-03-31

Filed2026-05-15

SUN

SUNOCO LP/SUNOCO FIN CORP

New

Shares3.3K

Event2026-03-31

Filed2026-05-15

HAS

HASBRO INC

-0.04%

Shares2.4K

Event2026-03-31

Filed2026-05-15

FLQM

FRANKLIN TEMPLETON ETF TR

-31.26%

Shares4.1K

Event2026-03-31

Filed2026-05-15

DLR

DIGITAL RLTY TR INC

New

Shares1.2K

Event2026-03-31

Filed2026-05-15

AVDV

AMERICAN CENTY ETF TR

New

Shares2.1K

Event2026-03-31

Filed2026-05-15

MLI

MUELLER INDS INC

New

Shares1.6K

Event2026-03-31

Filed2026-05-15

VRTX

VERTEX PHARMACEUTICALS INC

New

Shares495

Event2026-03-31

Filed2026-05-15

IWB

ISHARES TR

New

Shares554

Event2026-03-31

Filed2026-05-15

DIA

STATE STR SPDR DOW JONES IND

1.14%

Shares445

Event2026-03-31

Filed2026-05-15

FTCS

FIRST TR EXCHANGE-TRADED FD

New

Shares2.4K

Event2026-03-31

Filed2026-05-15

FDT

FIRST TR EXCH TRD ALPHDX FD

New

Shares2.2K

Event2026-03-31

Filed2026-05-15

JEF

JEFFERIES FINANCIAL GROUP IN

New

Shares4.1K

Event2026-03-31

Filed2026-05-15

DTD

WISDOMTREE TR

0.21%

Shares2.4K

Event2026-03-31

Filed2026-05-15

ABNB

AIRBNB INC

-4.69%

Shares1.6K

Event2026-03-31

Filed2026-05-15

DGRS

WISDOMTREE TR

-6.13%

Shares3.9K

Event2026-03-31

Filed2026-05-15

TPR

TAPESTRY INC

-4.65%

Shares1.6K

Event2026-03-31

Filed2026-05-15

GRID

FIRST TR EXCHANGE-TRADED FD

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

CSX

CSX CORP

New

Shares4.8K

Event2026-03-31

Filed2026-05-15

FTA

FIRST TR EXCHANGE-TRADED ALP

0.30%

Shares2.3K

Event2026-03-31

Filed2026-05-15

EPD

ENTERPRISE PRODS PARTNERS L

New

Shares5.6K

Event2026-03-31

Filed2026-05-15

PRU

PRUDENTIAL FINL INC

New

Shares2.1K

Event2026-03-31

Filed2026-05-15

CPRT

COPART INC

New

Shares6.5K

Event2026-03-31

Filed2026-05-15

IUSB

ISHARES TR

-12.76%

Shares4.6K

Event2026-03-31

Filed2026-05-15

ICF

ISHARES TR

New

Shares3.1K

Event2026-03-31

Filed2026-05-15

JHG

JANUS HENDERSON GROUP PLC

New

Shares4.0K

Event2026-03-31

Filed2026-05-15

EXC

EXELON CORP

4.55%

Shares4.7K

Event2026-03-31

Filed2026-05-15

XLB

SELECT SECTOR SPDR TR

New

Shares4.0K

Event2026-03-31

Filed2026-05-15

ROYAL BK CDA

New

Shares1.2K

Event2026-03-31

Filed2026-05-15

IDVO

AMPLIFY ETF TR

New

Shares4.8K

Event2026-03-31

Filed2026-05-15

RFDI

FIRST TR EXCH TRADED FD III

New

Shares2.4K

Event2026-03-31

Filed2026-05-15

GARTNER INC

New

Shares1.4K

Event2026-03-31

Filed2026-05-15

PFEB

INNOVATOR ETFS TRUST

New

Shares4.8K

Event2026-03-31

Filed2026-05-15

SHW

SHERWIN WILLIAMS CO

-17.97%

Shares662

Event2026-03-31

Filed2026-05-15

BDX

BECTON DICKINSON & CO

-17.17%

Shares1.4K

Event2026-03-31

Filed2026-05-15

TER

TERADYNE INC

New

Shares557

Event2026-03-31

Filed2026-05-15

PTLC

PACER FDS TR

New

Shares3.5K

Event2026-03-31

Filed2026-05-15

RGLD

ROYAL GOLD INC

New

Shares818

Event2026-03-31

Filed2026-05-15

XLG

INVESCO EXCHANGE TRADED FD T

New

Shares3.2K

Event2026-03-31

Filed2026-05-15

XLF

SELECT SECTOR SPDR TR

-4.82%

Shares3.9K

Event2026-03-31

Filed2026-05-15

GUT

GABELLI UTIL TR

New

Shares31.5K

Event2026-03-31

Filed2026-05-15

EVV

EATON VANCE LIMITED DURATION

0.00%

Shares16.9K

Event2026-03-31

Filed2026-05-15

FORD MTR CO

-0.49%

Shares11.3K

Event2026-03-31

Filed2026-05-15

MSIF

MSC INCOME FUND INC

0.51%

Shares12.4K

Event2026-03-31

Filed2026-05-15

HYT

BLACKROCK CORPOR HI YLD FD I

8.35%

Shares16.5K

Event2026-03-31

Filed2026-05-15

CYH

COMMUNITY HEALTH SYS INC NEW

0.05%

Shares33.2K

Event2026-03-31

Filed2026-05-15

VGZ

VISTA GOLD CORP

1.19%

Shares27.6K

Event2026-03-31

Filed2026-05-15

ABR

ARBOR REALTY TRUST INC

New

Shares10.4K

Event2026-03-31

Filed2026-05-15

ALIT

ALIGHT INC

New

Shares13.5K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

SLV Call CallISHARES SILVER TR58.8K shares0.86%2026-03-312026-05-15

SPY Call CallSTATE STR SPDR S&P 500 ETF T1.4K sharesnew addition2026-03-312026-05-15

SLV Call

ISHARES SILVER TR

0.86%

Shares58.8K

Event2026-03-31

Filed2026-05-15

SPY Call

STATE STR SPDR S&P 500 ETF T

New

Shares1.4K

Event2026-03-31

Filed2026-05-15

Put Option Holdings

SPY Put PutSTATE STR SPDR S&P 500 ETF T1.3K sharesnew addition2026-03-312026-05-15

IWM Put PutISHARES TR500 sharesnew addition2026-03-312026-05-15

SPY Put

STATE STR SPDR S&P 500 ETF T

New

Shares1.3K

Event2026-03-31

Filed2026-05-15

IWM Put

ISHARES TR

New

Shares500

Event2026-03-31

Filed2026-05-15