The Analysis of Bleakley Financial Group, LLC's Holdings & P&L


Currently, Bleakley Financial Group, LLC holds 760 types of securities in its portfolio with a total value $6.4B. In the most recent quarter, they have increased their positions in IVV (+119.1K shares, valued at $77.8M), IJH (+709.3K shares, valued at $47.9M), IJR (+240.3K shares, valued at $29.9M); decreased their positions in SLV (-484.2K shares, valued at $33.0M), CEF (-658.4K shares, valued at $31.4M), N/A (-23.1K shares, valued at $13.3M); initiated new positions in KLAC (+10.0K shares, valued at $14.7M), ASML (+10.0K shares, valued at $13.3M), N/A (+64.2K shares, valued at $12.7M).


1M P&L
+134.3M+2.20%
3M P&L
-741.2M-10.61%
HY P&L
-391.3M-5.90%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A3.9B
66.1%
2Semiconductors200.9M
3.4%
3Consumer Electronics184.1M
3.1%

Top Industries by Stock Count

1N/A234 stocks
33.5%
2Banks - Regional27 stocks
3.9%
3Utilities - Regulated Electric19 stocks
2.7%
Stock Holdings
IVV
ISHARES TR
29.60%
Shares521.6K
Event2026-03-31
Filed2026-05-04
CEF
SPROTT ASSET MANAGEMENT LP
-13.57%
Shares4.2M
Event2026-03-31
Filed2026-05-04
AAPL
APPLE INC
4.61%
Shares717.7K
Event2026-03-31
Filed2026-05-04
IJH
ISHARES TR
38.32%
Shares2.6M
Event2026-03-31
Filed2026-05-04
IJR
ISHARES TR
22.18%
Shares1.3M
Event2026-03-31
Filed2026-05-04
VV
VANGUARD INDEX FDS
4.07%
Shares529.4K
Event2026-03-31
Filed2026-05-04
NVDA
NVIDIA CORPORATION
10.03%
Shares783.1K
Event2026-03-31
Filed2026-05-04
VO
VANGUARD INDEX FDS
9.26%
Shares472.7K
Event2026-03-31
Filed2026-05-04
SPY
STATE STR SPDR S&P 500 ETF T
12.22%
Shares195.7K
Event2026-03-31
Filed2026-05-04
VTV
VANGUARD INDEX FDS
2.14%
Shares579.0K
Event2026-03-31
Filed2026-05-04
CLIP
GLOBAL X FDS
17.99%
Shares1.1M
Event2026-03-31
Filed2026-05-04
MSFT
MICROSOFT CORP
7.83%
Shares284.0K
Event2026-03-31
Filed2026-05-04
VUG
VANGUARD INDEX FDS
31.00%
Shares230.9K
Event2026-03-31
Filed2026-05-04
IEMG
ISHARES INC
17.01%
Shares1.4M
Event2026-03-31
Filed2026-05-04
AMZN
AMAZON COM INC
5.79%
Shares383.5K
Event2026-03-31
Filed2026-05-04
PHYS
SPROTT ASSET MANAGEMENT LP
-2.69%
Shares2.2M
Event2026-03-31
Filed2026-05-04
DBEF
DBX ETF TR
17.71%
Shares1.5M
Event2026-03-31
Filed2026-05-04
SHY
ISHARES TR
-1.04%
Shares883.4K
Event2026-03-31
Filed2026-05-04
VT
VANGUARD INTL EQUITY INDEX F
-3.12%
Shares487.5K
Event2026-03-31
Filed2026-05-04
VTEB
VANGUARD MUN BD FDS
12.60%
Shares1.3M
Event2026-03-31
Filed2026-05-04
IEFA
ISHARES TR
23.34%
Shares683.7K
Event2026-03-31
Filed2026-05-04
SGOV
ISHARES TR
3.82%
Shares582.1K
Event2026-03-31
Filed2026-05-04
ALPHABET INC
ALPHABET INC
8.74%
Shares201.2K
Event2026-03-31
Filed2026-05-04
BROADCOM INC
BROADCOM INC
2.53%
Shares186.5K
Event2026-03-31
Filed2026-05-04
ALPHABET INC
ALPHABET INC
1.46%
Shares200.4K
Event2026-03-31
Filed2026-05-04
GLD
SPDR GOLD TR
0.59%
Shares128.4K
Event2026-03-31
Filed2026-05-04
SCHG
SCHWAB STRATEGIC TR
4.03%
Shares1.8M
Event2026-03-31
Filed2026-05-04
DFAS
DIMENSIONAL ETF TRUST
21.28%
Shares750.2K
Event2026-03-31
Filed2026-05-04
VTIP
VANGUARD MALVERN FDS
13.96%
Shares1.0M
Event2026-03-31
Filed2026-05-04
SCHF
SCHWAB STRATEGIC TR
64.89%
Shares2.0M
Event2026-03-31
Filed2026-05-04
META
META PLATFORMS INC
4.96%
Shares86.6K
Event2026-03-31
Filed2026-05-04
SCHX
SCHWAB STRATEGIC TR
1.06%
Shares1.9M
Event2026-03-31
Filed2026-05-04
PVAL
PUTNAM ETF TRUST
32.15%
Shares1.0M
Event2026-03-31
Filed2026-05-04
IUSG
ISHARES TR
16.18%
Shares265.7K
Event2026-03-31
Filed2026-05-04
FBND
FIDELITY MERRIMACK STR TR
3.07%
Shares902.7K
Event2026-03-31
Filed2026-05-04
TSLA
TESLA INC
3.51%
Shares106.3K
Event2026-03-31
Filed2026-05-04
JPM
JPMORGAN CHASE & CO
8.50%
Shares131.8K
Event2026-03-31
Filed2026-05-04
VTI
VANGUARD INDEX FDS
17.68%
Shares120.4K
Event2026-03-31
Filed2026-05-04
VANGUARD INDEX FDS
VANGUARD INDEX FDS
3.28%
Shares61.1K
Event2026-03-31
Filed2026-05-04
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
8.32%
Shares74.2K
Event2026-03-31
Filed2026-05-04
LLY
ELI LILLY & CO
6.90%
Shares38.5K
Event2026-03-31
Filed2026-05-04
INVESCO QQQ TR
INVESCO QQQ TR
-27.52%
Shares60.7K
Event2026-03-31
Filed2026-05-04
VGSH
VANGUARD SCOTTSDALE FDS
7.49%
Shares563.0K
Event2026-03-31
Filed2026-05-04
JNJ
JOHNSON & JOHNSON
6.06%
Shares131.9K
Event2026-03-31
Filed2026-05-04
SLV
ISHARES SILVER TR
-51.25%
Shares460.6K
Event2026-03-31
Filed2026-05-04
RDVY
FIRST TR EXCHANGE TRADED FD
49.06%
Shares444.9K
Event2026-03-31
Filed2026-05-04
BND
VANGUARD BD INDEX FDS
225.16%
Shares389.3K
Event2026-03-31
Filed2026-05-04
AVDV
AMERICAN CENTY ETF TR
802.42%
Shares282.6K
Event2026-03-31
Filed2026-05-04
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
84.06%
Shares144.6K
Event2026-03-31
Filed2026-05-04
BBRE
J P MORGAN EXCHANGE TRADED F
802.07%
Shares282.1K
Event2026-03-31
Filed2026-05-04
XOM
EXXON MOBIL CORP
0.15%
Shares158.2K
Event2026-03-31
Filed2026-05-04
RWK
INVESCO EXCH TRADED FD TR II
914.23%
Shares205.4K
Event2026-03-31
Filed2026-05-04
FWD
AB ACTIVE ETFS INC
538.44%
Shares239.8K
Event2026-03-31
Filed2026-05-04
HAUZ
DBX ETF TR
873.53%
Shares1.1M
Event2026-03-31
Filed2026-05-04
IWF
ISHARES TR
15.02%
Shares55.1K
Event2026-03-31
Filed2026-05-04
TSM
TAIWAN SEMICONDUCTOR MANUFAC
15.10%
Shares69.0K
Event2026-03-31
Filed2026-05-04
EFA
ISHARES TR
2.68%
Shares239.9K
Event2026-03-31
Filed2026-05-04
VB
VANGUARD INDEX FDS
-0.21%
Shares83.7K
Event2026-03-31
Filed2026-05-04
HFSI
HARTFORD FDS EXCHANGE TRADED
-6.42%
Shares613.0K
Event2026-03-31
Filed2026-05-04
SCHM
SCHWAB STRATEGIC TR
-1.28%
Shares642.9K
Event2026-03-31
Filed2026-05-04
WMT
WALMART INC
1.37%
Shares157.7K
Event2026-03-31
Filed2026-05-04
V
VISA INC
-0.21%
Shares62.0K
Event2026-03-31
Filed2026-05-04
CVX
CHEVRON CORPORATION
11.81%
Shares88.8K
Event2026-03-31
Filed2026-05-04
IWD
ISHARES TR
3.42%
Shares85.4K
Event2026-03-31
Filed2026-05-04
HYS
PIMCO ETF TR
17.16%
Shares194.9K
Event2026-03-31
Filed2026-05-04
CGGO
CAPITAL GROUP GBL GROWTH EQT
7.43%
Shares534.1K
Event2026-03-31
Filed2026-05-04
VEA
VANGUARD TAX-MANAGED FDS
53.95%
Shares272.5K
Event2026-03-31
Filed2026-05-04
CAT
CATERPILLAR INC
4.24%
Shares24.4K
Event2026-03-31
Filed2026-05-04
FNDE
SCHWAB STRATEGIC TR
559.36%
Shares439.7K
Event2026-03-31
Filed2026-05-04
PM
PHILIP MORRIS INTL INC
-11.11%
Shares98.8K
Event2026-03-31
Filed2026-05-04
HD
HOME DEPOT INC
1.62%
Shares48.2K
Event2026-03-31
Filed2026-05-04
ABBV
ABBVIE INC
-3.81%
Shares72.5K
Event2026-03-31
Filed2026-05-04
MERCK & CO INC
MERCK & CO INC
2.32%
Shares129.2K
Event2026-03-31
Filed2026-05-04
BUFR
FIRST TR EXCHNG TRADED FD VI
-4.08%
Shares447.5K
Event2026-03-31
Filed2026-05-04
BOND
PIMCO ETF TR
-0.38%
Shares163.6K
Event2026-03-31
Filed2026-05-04
KLAC
KLA CORP
New
Shares10.0K
Event2026-03-31
Filed2026-05-04
AMAT
APPLIED MATLS INC
-4.16%
Shares43.1K
Event2026-03-31
Filed2026-05-04
COST
COSTCO WHOLESALE CORPORATION
11.89%
Shares14.7K
Event2026-03-31
Filed2026-05-04
GE AEROSPACE
GE AEROSPACE
-0.99%
Shares50.8K
Event2026-03-31
Filed2026-05-04
MU
MICRON TECHNOLOGY INC
-5.29%
Shares42.5K
Event2026-03-31
Filed2026-05-04
NFLX
NETFLIX INC.
7.94%
Shares149.4K
Event2026-03-31
Filed2026-05-04
XMHQ
INVESCO EXCHANGE TRADED FD T
1.86%
Shares137.1K
Event2026-03-31
Filed2026-05-04
CSCO
CISCO SYS INC
-2.06%
Shares180.3K
Event2026-03-31
Filed2026-05-04
STPZ
PIMCO ETF TR
0.08%
Shares254.7K
Event2026-03-31
Filed2026-05-04
CGXU
CAPITAL GROUP INTL FOCUS EQT
0.51%
Shares453.5K
Event2026-03-31
Filed2026-05-04
MA
MASTERCARD INCORPORATED
-9.42%
Shares26.6K
Event2026-03-31
Filed2026-05-04
ASML
ASML HLDG NV
New
Shares10.0K
Event2026-03-31
Filed2026-05-04
IBIT
ISHARES BITCOIN TRUST ETF
-18.20%
Shares345.3K
Event2026-03-31
Filed2026-05-04
PLTR
PALANTIR TECHNOLOGIES INC
-2.32%
Shares88.3K
Event2026-03-31
Filed2026-05-04
RTX
RTX CORPORATION
0.26%
Shares66.7K
Event2026-03-31
Filed2026-05-04
JAAA
JANUS DETROIT STR TR
787.33%
Shares255.5K
Event2026-03-31
Filed2026-05-04
KO
COCA COLA CO
10.46%
Shares168.6K
Event2026-03-31
Filed2026-05-04
GS
GOLDMAN SACHS GROUP INC
3.61%
Shares15.1K
Event2026-03-31
Filed2026-05-04
JFLX
J P MORGAN EXCHANGE TRADED F
-5.91%
Shares256.9K
Event2026-03-31
Filed2026-05-04
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares64.2K
Event2026-03-31
Filed2026-05-04
VWO
VANGUARD INTL EQUITY INDEX F
272.71%
Shares227.9K
Event2026-03-31
Filed2026-05-04
PG
PROCTER & GAMBLE CO
2.41%
Shares83.7K
Event2026-03-31
Filed2026-05-04
GEV
GE VERNOVA INC
5.55%
Shares13.8K
Event2026-03-31
Filed2026-05-04
PSLV
SPROTT ASSET MANAGEMENT LP
67.07%
Shares488.6K
Event2026-03-31
Filed2026-05-04
AMGN
AMGEN INC
11.99%
Shares32.9K
Event2026-03-31
Filed2026-05-04
FOCT
FIRST TR EXCHNG TRADED FD VI
-1.77%
Shares231.4K
Event2026-03-31
Filed2026-05-04
BAC
BANK AMERICA CORP
2.92%
Shares225.3K
Event2026-03-31
Filed2026-05-04
VOE
VANGUARD INDEX FDS
0.45%
Shares58.4K
Event2026-03-31
Filed2026-05-04
VLUE
ISHARES TR
368.47%
Shares75.2K
Event2026-03-31
Filed2026-05-04
BKDV
BNY MELLON ETF TRUST II
116.58%
Shares350.1K
Event2026-03-31
Filed2026-05-04
UCON
FIRST TR EXCHNG TRADED FD VI
-0.25%
Shares413.6K
Event2026-03-31
Filed2026-05-04
FELG
FIDELITY COVINGTON TRUST
-10.34%
Shares269.7K
Event2026-03-31
Filed2026-05-04
URTH
ISHARES INC
0.00%
Shares55.3K
Event2026-03-31
Filed2026-05-04
IBM
INTERNATIONAL BUSINESS MACHS
-12.19%
Shares40.8K
Event2026-03-31
Filed2026-05-04
VZ
VERIZON COMMUNICATIONS INC
12.82%
Shares193.1K
Event2026-03-31
Filed2026-05-04
KWEB
KRANESHARES TRUST
1.70%
Shares335.1K
Event2026-03-31
Filed2026-05-04
NOC
NORTHROP GRUMMAN CORP
-6.81%
Shares13.6K
Event2026-03-31
Filed2026-05-04
PYLD
PIMCO ETF TR
2.89%
Shares353.6K
Event2026-03-31
Filed2026-05-04
SPSM
SPDR SERIES TRUST
17.29%
Shares188.7K
Event2026-03-31
Filed2026-05-04
GDX
VANECK ETF TRUST
-1.92%
Shares98.8K
Event2026-03-31
Filed2026-05-04
LAM RESEARCH CORP
LAM RESEARCH CORP
12.41%
Shares42.4K
Event2026-03-31
Filed2026-05-04
ISRG
INTUITIVE SURGICAL INC
42.40%
Shares19.5K
Event2026-03-31
Filed2026-05-04
ORCL
ORACLE CORP
18.67%
Shares61.2K
Event2026-03-31
Filed2026-05-04
TMSL
T ROWE PRICE ETF INC
27.78%
Shares243.7K
Event2026-03-31
Filed2026-05-04
TMO
THERMO FISHER SCIENTIFIC INC
-1.93%
Shares17.9K
Event2026-03-31
Filed2026-05-04
BSV
VANGUARD BD INDEX FDS
3.11%
Shares112.4K
Event2026-03-31
Filed2026-05-04
ABT
ABBOTT LABORATORIES
-12.28%
Shares85.7K
Event2026-03-31
Filed2026-05-04
EVMO
MORGAN STANLEY ETF TRUST
-7.57%
Shares173.7K
Event2026-03-31
Filed2026-05-04
VXF
VANGUARD INDEX FDS
13.68%
Shares42.4K
Event2026-03-31
Filed2026-05-04
BIL
SPDR SERIES TRUST
-30.41%
Shares95.2K
Event2026-03-31
Filed2026-05-04
DIS
DISNEY WALT CO
2.52%
Shares90.2K
Event2026-03-31
Filed2026-05-04
IQLT
ISHARES TR
New
Shares187.3K
Event2026-03-31
Filed2026-05-04
SCHA
SCHWAB STRATEGIC TR
-0.91%
Shares293.6K
Event2026-03-31
Filed2026-05-04
ITWO
PROSHARES TR
-8.39%
Shares214.3K
Event2026-03-31
Filed2026-05-04
IYW
ISHARES TR
-3.01%
Shares46.7K
Event2026-03-31
Filed2026-05-04
JPIB
J P MORGAN EXCHANGE TRADED F
2.13%
Shares175.9K
Event2026-03-31
Filed2026-05-04
CME
CME GROUP INC
4.42%
Shares28.2K
Event2026-03-31
Filed2026-05-04
UNH
UNITEDHEALTH GROUP INC
-27.07%
Shares30.4K
Event2026-03-31
Filed2026-05-04
TOTALENERGIES SE
TOTALENERGIES SE
5.99%
Shares89.4K
Event2026-03-31
Filed2026-05-04
TAK
TAKEDA PHARMACEUTICAL CO LTD
18.98%
Shares431.6K
Event2026-03-31
Filed2026-05-04
IVW
ISHARES TR
9.34%
Shares70.6K
Event2026-03-31
Filed2026-05-04
WFC
WELLS FARGO & CO
5.53%
Shares100.2K
Event2026-03-31
Filed2026-05-04
MCD
MCDONALDS CORP
3.34%
Shares25.7K
Event2026-03-31
Filed2026-05-04
AMD
ADVANCED MICRO DEVICES INC
7.28%
Shares38.9K
Event2026-03-31
Filed2026-05-04
SCZ
ISHARES TR
1.71%
Shares100.3K
Event2026-03-31
Filed2026-05-04
GILD
GILEAD SCIENCES INC
80.33%
Shares55.3K
Event2026-03-31
Filed2026-05-04
VRTX
VERTEX PHARMACEUTICALS INC
10.47%
Shares17.2K
Event2026-03-31
Filed2026-05-04
VIG
VANGUARD SPECIALIZED FUNDS
-3.63%
Shares35.5K
Event2026-03-31
Filed2026-05-04
CRM
SALESFORCE INC
11.69%
Shares40.8K
Event2026-03-31
Filed2026-05-04
IWR
ISHARES TR
-0.10%
Shares77.9K
Event2026-03-31
Filed2026-05-04
SNY
SANOFI SA
21.36%
Shares157.3K
Event2026-03-31
Filed2026-05-04
IWB
ISHARES TR
-0.43%
Shares21.2K
Event2026-03-31
Filed2026-05-04
IWM
ISHARES TR
1.19%
Shares30.5K
Event2026-03-31
Filed2026-05-04
NEM
NEWMONT CORP
4.17%
Shares69.6K
Event2026-03-31
Filed2026-05-04
BSMC
2023 ETF SERIES TRUST
-9.00%
Shares208.1K
Event2026-03-31
Filed2026-05-04
LINDE PLC
LINDE PLC
6.23%
Shares15.2K
Event2026-03-31
Filed2026-05-04
MUNI
PIMCO ETF TR
2.11%
Shares143.5K
Event2026-03-31
Filed2026-05-04
HON
HONEYWELL INTL INC
-5.10%
Shares32.8K
Event2026-03-31
Filed2026-05-04
EATON CORP PLC
EATON CORP PLC
1.85%
Shares20.6K
Event2026-03-31
Filed2026-05-04
SYK
STRYKER CORPORATION
24.84%
Shares22.4K
Event2026-03-31
Filed2026-05-04
APLD
APPLIED DIGITAL CORP
0.68%
Shares307.5K
Event2026-03-31
Filed2026-05-04
BP
BP PLC
54.08%
Shares152.8K
Event2026-03-31
Filed2026-05-04
TLT
ISHARES TR
New
Shares82.0K
Event2026-03-31
Filed2026-05-04
MMC
MARSH & MCLENNAN COS INC
7.15%
Shares40.5K
Event2026-03-31
Filed2026-05-04
VHT
VANGUARD WORLD FD
-2.84%
Shares25.7K
Event2026-03-31
Filed2026-05-04
AON PLC
AON PLC
9.00%
Shares21.4K
Event2026-03-31
Filed2026-05-04
PEP
PEPSICO INC
7.44%
Shares44.4K
Event2026-03-31
Filed2026-05-04
XLE
SELECT SECTOR SPDR TR
3.06%
Shares112.3K
Event2026-03-31
Filed2026-05-04
DHR
DANAHER CORP DEL
1.07%
Shares36.1K
Event2026-03-31
Filed2026-05-04
RCL
ROYAL CARIBBEAN GROUP
-1.68%
Shares24.7K
Event2026-03-31
Filed2026-05-04
NVS
NOVARTIS AG
-9.82%
Shares44.1K
Event2026-03-31
Filed2026-05-04
EQT CORP
EQT CORP
20.77%
Shares104.6K
Event2026-03-31
Filed2026-05-04
XCEM
COLUMBIA ETF TR II
-1.12%
Shares162.1K
Event2026-03-31
Filed2026-05-04
GSY
INVESCO ACTIVELY MANAGED EXC
40.84%
Shares130.6K
Event2026-03-31
Filed2026-05-04
DGT
SPDR SERIES TRUST
6.30%
Shares38.6K
Event2026-03-31
Filed2026-05-04
CGGR
CAPITAL GROUP GROWTH ETF
8.79%
Shares162.5K
Event2026-03-31
Filed2026-05-04
NFG
NATIONAL FUEL GAS CO
9.85%
Shares69.2K
Event2026-03-31
Filed2026-05-04
IWS
ISHARES TR
-0.33%
Shares44.6K
Event2026-03-31
Filed2026-05-04
OXY
OCCIDENTAL PETE CORP
62.64%
Shares99.8K
Event2026-03-31
Filed2026-05-04
STIP
ISHARES TR
-2.27%
Shares62.7K
Event2026-03-31
Filed2026-05-04
CNQ
CANADIAN NAT RES LTD MED TER
68.96%
Shares132.1K
Event2026-03-31
Filed2026-05-04
AIQ
GLOBAL X FDS
-6.81%
Shares135.7K
Event2026-03-31
Filed2026-05-04
PPLT
ABRDN PLATINUM ETF TRUST
-1.42%
Shares35.2K
Event2026-03-31
Filed2026-05-04
T
AT&T INC
1.46%
Shares214.1K
Event2026-03-31
Filed2026-05-04
URNM
SPROTT FDS TR
23.35%
Shares97.1K
Event2026-03-31
Filed2026-05-04
CGIE
CAPITAL GROUP INTERNATIONAL
-9.64%
Shares179.6K
Event2026-03-31
Filed2026-05-04
FNF
FIDELITY NATL FINL INC
1.94%
Shares130.3K
Event2026-03-31
Filed2026-05-04
MEDTRONIC PLC
MEDTRONIC PLC
2.62%
Shares69.7K
Event2026-03-31
Filed2026-05-04
ITOT
ISHARES TR
6.15%
Shares41.6K
Event2026-03-31
Filed2026-05-04
SHEL
SHELL PLC
-20.53%
Shares63.6K
Event2026-03-31
Filed2026-05-04
EMLC
VANECK ETF TRUST
127.75%
Shares232.7K
Event2026-03-31
Filed2026-05-04
WELL
WELLTOWER INC
20.06%
Shares29.4K
Event2026-03-31
Filed2026-05-04
AXP
AMERICAN EXPRESS CO
-12.74%
Shares19.1K
Event2026-03-31
Filed2026-05-04
HLT
HILTON WORLDWIDE HLDGS INC
9.55%
Shares18.9K
Event2026-03-31
Filed2026-05-04
CGBL
CAPITAL GROUP CORE BALANCED
18.44%
Shares165.0K
Event2026-03-31
Filed2026-05-04
MS
MORGAN STANLEY
2.60%
Shares34.4K
Event2026-03-31
Filed2026-05-04
VTHR
VANGUARD SCOTTSDALE FDS
22.29%
Shares19.3K
Event2026-03-31
Filed2026-05-04
NTR
NUTRIEN LTD
19.01%
Shares73.5K
Event2026-03-31
Filed2026-05-04
SLB
SLB LIMITED
190.39%
Shares107.9K
Event2026-03-31
Filed2026-05-04
UNILEVER PLC
UNILEVER PLC
9.27%
Shares97.2K
Event2026-03-31
Filed2026-05-04
TRP
TC ENERGY CORP
-3.00%
Shares87.3K
Event2026-03-31
Filed2026-05-04
MOS
MOSAIC CO
57.05%
Shares213.2K
Event2026-03-31
Filed2026-05-04
MUB
ISHARES TR
47.64%
Shares51.0K
Event2026-03-31
Filed2026-05-04
FIS
FIDELITY NATL INFORMATION SV
0.29%
Shares115.1K
Event2026-03-31
Filed2026-05-04
TJX
TJX COS INC NEW
15.10%
Shares33.8K
Event2026-03-31
Filed2026-05-04
SA
SEABRIDGE GOLD INC
19.12%
Shares189.6K
Event2026-03-31
Filed2026-05-04
CENCORA INC
CENCORA INC
-39.43%
Shares17.0K
Event2026-03-31
Filed2026-05-04
KVUE
KENVUE INC
11.03%
Shares309.1K
Event2026-03-31
Filed2026-05-04
GLW
CORNING INC
70.85%
Shares39.1K
Event2026-03-31
Filed2026-05-04
VNM
VANECK ETF TRUST
17.95%
Shares306.5K
Event2026-03-31
Filed2026-05-04
DFIV
DIMENSIONAL ETF TRUST
New
Shares98.5K
Event2026-03-31
Filed2026-05-04
CITIGROUP INC
CITIGROUP INC
12.83%
Shares45.6K
Event2026-03-31
Filed2026-05-04
CGDV
CAPITAL GROUP DIVIDEND VALUE
9.11%
Shares120.3K
Event2026-03-31
Filed2026-05-04
NE
NOBLE CORP PLC
25.66%
Shares103.6K
Event2026-03-31
Filed2026-05-04
PEG
PUBLIC SVC ENTERPRISE GROUP
-1.49%
Shares62.7K
Event2026-03-31
Filed2026-05-04
ROL
ROLLINS INC
-1.37%
Shares94.8K
Event2026-03-31
Filed2026-05-04
APH
AMPHENOL CORP
6.96%
Shares40.0K
Event2026-03-31
Filed2026-05-04
JPLD
J P MORGAN EXCHANGE TRADED F
6.63%
Shares96.3K
Event2026-03-31
Filed2026-05-04
QCOM
QUALCOMM INC
-3.61%
Shares38.7K
Event2026-03-31
Filed2026-05-04
BUNGE GLOBAL SA
BUNGE GLOBAL SA
1.86%
Shares39.1K
Event2026-03-31
Filed2026-05-04
XLV
SELECT SECTOR SPDR TR
3.57%
Shares33.9K
Event2026-03-31
Filed2026-05-04
FYEE
FIDELITY GREENWOOD STREET TR
2.36%
Shares183.0K
Event2026-03-31
Filed2026-05-04
MO
ALTRIA GROUP INC
3.05%
Shares74.7K
Event2026-03-31
Filed2026-05-04
UNP
UNION PAC CORP
9.34%
Shares20.3K
Event2026-03-31
Filed2026-05-04
IWV
ISHARES TR
New
Shares13.2K
Event2026-03-31
Filed2026-05-04
PFE
PFIZER INC
17.46%
Shares173.6K
Event2026-03-31
Filed2026-05-04
NEE
NEXTERA ENERGY INC
3.49%
Shares52.0K
Event2026-03-31
Filed2026-05-04
VOT
VANGUARD INDEX FDS
2.95%
Shares18.6K
Event2026-03-31
Filed2026-05-04
HWM
HOWMET AEROSPACE INC
3.57%
Shares20.8K
Event2026-03-31
Filed2026-05-04
VSS
VANGUARD INTL EQUITY INDEX F
1.30%
Shares32.6K
Event2026-03-31
Filed2026-05-04
IJJ
ISHARES TR
-0.46%
Shares35.8K
Event2026-03-31
Filed2026-05-04
FCX
FREEPORT MCMORAN INC
-0.28%
Shares80.6K
Event2026-03-31
Filed2026-05-04
SPGI
S&P GLOBAL INC
0.36%
Shares11.1K
Event2026-03-31
Filed2026-05-04
COP
CONOCOPHILLIPS
15.48%
Shares35.8K
Event2026-03-31
Filed2026-05-04
EWZ
ISHARES INC
31.24%
Shares121.2K
Event2026-03-31
Filed2026-05-04
CEG
CONSTELLATION ENERGY CORP
8.27%
Shares16.7K
Event2026-03-31
Filed2026-05-04
SAP
SAP SE
16.12%
Shares26.7K
Event2026-03-31
Filed2026-05-04
FJAN
FIRST TR EXCHNG TRADED FD VI
18.73%
Shares90.3K
Event2026-03-31
Filed2026-05-04
IVOL
KRANESHARES TRUST
19.83%
Shares242.1K
Event2026-03-31
Filed2026-05-04
WDC
WESTERN DIGITAL CORP
-17.03%
Shares16.7K
Event2026-03-31
Filed2026-05-04
UBER
UBER TECHNOLOGIES INC
-2.08%
Shares62.4K
Event2026-03-31
Filed2026-05-04
SHW
SHERWIN WILLIAMS CO
1.21%
Shares13.9K
Event2026-03-31
Filed2026-05-04
TTEK
TETRA TECH INC NEW
305.92%
Shares147.9K
Event2026-03-31
Filed2026-05-04
CAH
CARDINAL HEALTH INC
New
Shares20.6K
Event2026-03-31
Filed2026-05-04
VNLA
JANUS DETROIT STR TR
6.91%
Shares89.0K
Event2026-03-31
Filed2026-05-04
COF
CAPITAL ONE FINL CORP
12.26%
Shares23.8K
Event2026-03-31
Filed2026-05-04
IOO
ISHARES TR
0.81%
Shares35.1K
Event2026-03-31
Filed2026-05-04
ICOW
PACER FDS TR
3.37%
Shares99.0K
Event2026-03-31
Filed2026-05-04
CGW
INVESCO EXCH TRADED FD TR II
-2.74%
Shares65.6K
Event2026-03-31
Filed2026-05-04
PAVE
GLOBAL X FDS
-9.87%
Shares82.1K
Event2026-03-31
Filed2026-05-04
THE CIGNA GROUP
THE CIGNA GROUP
12.79%
Shares15.3K
Event2026-03-31
Filed2026-05-04
EMR
EMERSON ELEC CO
11.72%
Shares31.1K
Event2026-03-31
Filed2026-05-04
FNDF
SCHWAB STRATEGIC TR
-0.99%
Shares81.2K
Event2026-03-31
Filed2026-05-04
INDA
ISHARES TR
New
Shares84.5K
Event2026-03-31
Filed2026-05-04
ADI
ANALOG DEVICES INC
-17.48%
Shares12.4K
Event2026-03-31
Filed2026-05-04
CDNS
CADENCE DESIGN SYSTEM INC
-1.05%
Shares14.2K
Event2026-03-31
Filed2026-05-04
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
1.45%
Shares30.0K
Event2026-03-31
Filed2026-05-04
CBOE
CBOE GLOBAL MKTS INC
New
Shares13.6K
Event2026-03-31
Filed2026-05-04
CB
CHUBB LTD SWITZ
5.30%
Shares11.7K
Event2026-03-31
Filed2026-05-04
CGUS
CAPITAL GROUP CORE EQUITY ET
13.92%
Shares98.5K
Event2026-03-31
Filed2026-05-04
TXN
TEXAS INSTRS INC
-0.69%
Shares19.4K
Event2026-03-31
Filed2026-05-04
PGR
PROGRESSIVE CORP
4.54%
Shares18.9K
Event2026-03-31
Filed2026-05-04
PNC
PNC FINL SVCS GROUP INC
12.74%
Shares17.8K
Event2026-03-31
Filed2026-05-04
KMB
KIMBERLY-CLARK CORP
39.52%
Shares38.2K
Event2026-03-31
Filed2026-05-04
EEMV
ISHARES INC
-3.58%
Shares56.8K
Event2026-03-31
Filed2026-05-04
EWS
ISHARES INC
24.70%
Shares130.0K
Event2026-03-31
Filed2026-05-04
FLOT
ISHARES TR
4.27%
Shares71.7K
Event2026-03-31
Filed2026-05-04
CGNG
CAPITAL GROUP NEW GEOGRAPHY
11.22%
Shares115.0K
Event2026-03-31
Filed2026-05-04
BA
BOEING CO
2.73%
Shares18.2K
Event2026-03-31
Filed2026-05-04
CL
COLGATE PALMOLIVE CO
7.90%
Shares42.3K
Event2026-03-31
Filed2026-05-04
GDXJ
VANECK ETF TRUST
-2.62%
Shares29.5K
Event2026-03-31
Filed2026-05-04
INTC
INTEL CORP
14.04%
Shares80.1K
Event2026-03-31
Filed2026-05-04
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
-1.32%
Shares31.7K
Event2026-03-31
Filed2026-05-04
VEU
VANGUARD INTL EQUITY INDEX F
0.39%
Shares46.9K
Event2026-03-31
Filed2026-05-04
ARISTA NETWORKS INC
ARISTA NETWORKS INC
9.40%
Shares28.5K
Event2026-03-31
Filed2026-05-04
IFF
INTERNATIONAL FLAVORS&FRAGRA
25.60%
Shares48.2K
Event2026-03-31
Filed2026-05-04
BLACKSTONE INC
BLACKSTONE INC
14.70%
Shares30.4K
Event2026-03-31
Filed2026-05-04
CSX
CSX CORP
-16.12%
Shares84.9K
Event2026-03-31
Filed2026-05-04
NFLT
ETFIS SER TR I
-1.10%
Shares151.7K
Event2026-03-31
Filed2026-05-04
SCHW
SCHWAB CHARLES CORP
4.30%
Shares36.1K
Event2026-03-31
Filed2026-05-04
BTI
BRITISH AMERN TOB PLC
11.82%
Shares57.7K
Event2026-03-31
Filed2026-05-04
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
1.77%
Shares16.9K
Event2026-03-31
Filed2026-05-04
PANW
PALO ALTO NETWORKS INC
19.13%
Shares20.8K
Event2026-03-31
Filed2026-05-04
VNQ
VANGUARD INDEX FDS
141.68%
Shares36.8K
Event2026-03-31
Filed2026-05-04
DELL
DELL TECHNOLOGIES INC
66.30%
Shares19.8K
Event2026-03-31
Filed2026-05-04
KHC
KRAFT HEINZ CO
744.08%
Shares144.5K
Event2026-03-31
Filed2026-05-04
JBND
J P MORGAN EXCHANGE TRADED F
5.51%
Shares59.8K
Event2026-03-31
Filed2026-05-04
TRV
TRAVELERS COMPANIES INC
3.38%
Shares10.9K
Event2026-03-31
Filed2026-05-04
PPA
INVESCO EXCHANGE TRADED FD T
-4.71%
Shares19.2K
Event2026-03-31
Filed2026-05-04
NKE
NIKE INC
49.04%
Shares60.2K
Event2026-03-31
Filed2026-05-04
SHOP
SHOPIFY INC
0.02%
Shares26.7K
Event2026-03-31
Filed2026-05-04
UBS
UBS GROUP AG
25.23%
Shares80.5K
Event2026-03-31
Filed2026-05-04
SCHE
SCHWAB STRATEGIC TR
-0.67%
Shares95.4K
Event2026-03-31
Filed2026-05-04
DVY
ISHARES TR
-17.10%
Shares20.7K
Event2026-03-31
Filed2026-05-04
LOW
LOWES COS INC
-0.65%
Shares13.2K
Event2026-03-31
Filed2026-05-04
WM
WASTE MGMT INC DEL
5.19%
Shares13.6K
Event2026-03-31
Filed2026-05-04
SO
SOUTHERN CO
-0.29%
Shares31.9K
Event2026-03-31
Filed2026-05-04
NOW
SERVICENOW INC
23.44%
Shares29.2K
Event2026-03-31
Filed2026-05-04
EZU
ISHARES INC
-0.87%
Shares48.5K
Event2026-03-31
Filed2026-05-04
MDU
MDU RES GROUP INC
34.83%
Shares146.4K
Event2026-03-31
Filed2026-05-04
VRT
VERTIV HOLDINGS CO
New
Shares11.9K
Event2026-03-31
Filed2026-05-04
XLK
SELECT SECTOR SPDR TR
-0.85%
Shares22.4K
Event2026-03-31
Filed2026-05-04
VLO
VALERO ENERGY CORP
14.86%
Shares12.0K
Event2026-03-31
Filed2026-05-04
WMB
WILLIAMS COS INC
-54.71%
Shares40.7K
Event2026-03-31
Filed2026-05-04
AEP
AMERICAN ELEC PWR CO INC
-10.84%
Shares22.5K
Event2026-03-31
Filed2026-05-04
KINS
KINGSTONE COS INC
New
Shares201.9K
Event2026-03-31
Filed2026-05-04
AME
AMETEK INC
4.76%
Shares13.7K
Event2026-03-31
Filed2026-05-04
BK
BANK NEW YORK MELLON CORP
1.66%
Shares24.7K
Event2026-03-31
Filed2026-05-04
CGDG
CAPITAL GROUP DIVIDEND GROWE
-39.95%
Shares81.6K
Event2026-03-31
Filed2026-05-04
WY
WEYERHAEUSER CO
26.18%
Shares119.6K
Event2026-03-31
Filed2026-05-04
MANU
MANCHESTER UTD PLC NEW
25.40%
Shares173.4K
Event2026-03-31
Filed2026-05-04
GCOW
PACER FDS TR
0.12%
Shares63.0K
Event2026-03-31
Filed2026-05-04
CVS
CVS HEALTH CORP
3.07%
Shares40.4K
Event2026-03-31
Filed2026-05-04
BBH
VANECK ETF TRUST
-13.12%
Shares15.4K
Event2026-03-31
Filed2026-05-04
JCI
JOHNSON CONTROLS INTERNATION
9.59%
Shares21.9K
Event2026-03-31
Filed2026-05-04
LVS
LAS VEGAS SANDS CORP
30.01%
Shares53.3K
Event2026-03-31
Filed2026-05-04
SCHV
SCHWAB STRATEGIC TR
35.14%
Shares93.7K
Event2026-03-31
Filed2026-05-04
KKR & CO INC
KKR & CO INC
9.07%
Shares30.8K
Event2026-03-31
Filed2026-05-04
MLPX
GLOBAL X FDS
New
Shares38.5K
Event2026-03-31
Filed2026-05-04
PLD
PROLOGIS INC.
3.12%
Shares21.4K
Event2026-03-31
Filed2026-05-04
USB
US BANCORP
-2.89%
Shares54.5K
Event2026-03-31
Filed2026-05-04
UAA
UNDER ARMOUR INC
99.75%
Shares476.5K
Event2026-03-31
Filed2026-05-04
FITB
FIFTH THIRD BANCORP
254.67%
Shares60.5K
Event2026-03-31
Filed2026-05-04
PSMT
PRICESMART INC
-15.18%
Shares18.5K
Event2026-03-31
Filed2026-05-04
BR
BROADRIDGE FINL SOLUTIONS IN
9.96%
Shares17.1K
Event2026-03-31
Filed2026-05-04
REYN
REYNOLDS CONSUMER PRODS INC
98.62%
Shares131.3K
Event2026-03-31
Filed2026-05-04
PSX
PHILLIPS 66
5.84%
Shares15.3K
Event2026-03-31
Filed2026-05-04
ADP
AUTOMATIC DATA PROCESSING IN
-1.56%
Shares13.7K
Event2026-03-31
Filed2026-05-04
NVO
NOVO-NORDISK A S
20.91%
Shares75.6K
Event2026-03-31
Filed2026-05-04
TMUS
T-MOBILE US INC
0.05%
Shares13.1K
Event2026-03-31
Filed2026-05-04
EL
LAUDER ESTEE COS INC
21.47%
Shares38.4K
Event2026-03-31
Filed2026-05-04
BSX
BOSTON SCIENTIFIC CORP
-51.28%
Shares43.7K
Event2026-03-31
Filed2026-05-04
BARRICK MNG CORP
BARRICK MNG CORP
14.70%
Shares66.5K
Event2026-03-31
Filed2026-05-04
LYV
LIVE NATION ENTERTAINMENT IN
20.54%
Shares17.6K
Event2026-03-31
Filed2026-05-04
MDLZ
MONDELEZ INTL INC
28.54%
Shares46.5K
Event2026-03-31
Filed2026-05-04
FNOV
FIRST TR EXCHNG TRADED FD VI
-3.93%
Shares50.1K
Event2026-03-31
Filed2026-05-04
ALC
ALCON AG
New
Shares34.9K
Event2026-03-31
Filed2026-05-04
IVE
ISHARES TR
7.99%
Shares12.5K
Event2026-03-31
Filed2026-05-04
BMY
BRISTOL-MYERS SQUIBB CO
29.93%
Shares43.3K
Event2026-03-31
Filed2026-05-04
LAMR
LAMAR ADVERTISING CO
20.72%
Shares20.7K
Event2026-03-31
Filed2026-05-04
MLCO
MELCO RESORTS AND ENTMNT LTD
29.78%
Shares461.5K
Event2026-03-31
Filed2026-05-04
CMCSA
COMCAST CORP NEW
-4.04%
Shares91.0K
Event2026-03-31
Filed2026-05-04
TFC
TRUIST FINL CORP
-4.35%
Shares56.7K
Event2026-03-31
Filed2026-05-04
UPS
UNITED PARCEL SVCS INC
11.73%
Shares26.3K
Event2026-03-31
Filed2026-05-04
BABA
ALIBABA GROUP HLDG LTD
25.29%
Shares20.6K
Event2026-03-31
Filed2026-05-04
ICE
INTERCONTINENTAL EXCHANGE IN
16.28%
Shares16.4K
Event2026-03-31
Filed2026-05-04
ACWI
ISHARES TR
1.97%
Shares18.6K
Event2026-03-31
Filed2026-05-04
CAG
CONAGRA BRANDS INC
233.90%
Shares162.2K
Event2026-03-31
Filed2026-05-04
DB
DEUTSCHE BK AG
1.51%
Shares85.2K
Event2026-03-31
Filed2026-05-04
GBTC
GRAYSCALE BITCOIN TRUST ETF
-13.63%
Shares47.8K
Event2026-03-31
Filed2026-05-04
RTO
RENTOKIL INITIAL PLC
28.11%
Shares78.6K
Event2026-03-31
Filed2026-05-04
FFEB
FIRST TR EXCHNG TRADED FD VI
15.65%
Shares44.3K
Event2026-03-31
Filed2026-05-04
FTI
TECHNIPFMC PLC
New
Shares35.8K
Event2026-03-31
Filed2026-05-04
ETR
ENTERGY CORP NEW
3.83%
Shares21.9K
Event2026-03-31
Filed2026-05-04
MPC
MARATHON PETE CORP
-0.02%
Shares10.1K
Event2026-03-31
Filed2026-05-04
ED
CONSOLIDATED EDISON INC
-1.83%
Shares21.4K
Event2026-03-31
Filed2026-05-04
NXT
NEXTPOWER INC
New
Shares20.1K
Event2026-03-31
Filed2026-05-04
ATO
ATMOS ENERGY CORP
17.30%
Shares13.0K
Event2026-03-31
Filed2026-05-04
TOST
TOAST INC
New
Shares90.7K
Event2026-03-31
Filed2026-05-04
ENLT
ENLIGHT RENEWABLE ENERGY LTD
New
Shares35.1K
Event2026-03-31
Filed2026-05-04
ANAB
ANAPTYSBIO INC
-0.98%
Shares43.1K
Event2026-03-31
Filed2026-05-04
D
DOMINION ENERGY INC
9.79%
Shares38.6K
Event2026-03-31
Filed2026-05-04
SBUX
STARBUCKS CORP
9.59%
Shares26.4K
Event2026-03-31
Filed2026-05-04
ISHARES GOLD TR
ISHARES GOLD TR
0.81%
Shares26.8K
Event2026-03-31
Filed2026-05-04
WDAY
WORKDAY INC
68.32%
Shares18.1K
Event2026-03-31
Filed2026-05-04
SMG
SCOTTS MIRACLE-GRO CO
42.51%
Shares38.3K
Event2026-03-31
Filed2026-05-04
EBND
SPDR SERIES TRUST
95.43%
Shares112.4K
Event2026-03-31
Filed2026-05-04
XLF
SELECT SECTOR SPDR TR
22.07%
Shares46.9K
Event2026-03-31
Filed2026-05-04
CHD
CHURCH & DWIGHT CO INC
2.56%
Shares24.7K
Event2026-03-31
Filed2026-05-04
MSGE
MADISON SQUARE GARDEN ENTMT
23.94%
Shares38.8K
Event2026-03-31
Filed2026-05-04
MMM
3M CO
-6.06%
Shares15.6K
Event2026-03-31
Filed2026-05-04
SPYM
SPDR SERIES TRUST
15.11%
Shares29.4K
Event2026-03-31
Filed2026-05-04
URA
GLOBAL X FDS
27.06%
Shares46.3K
Event2026-03-31
Filed2026-05-04
VENTURE GLOBAL INC
VENTURE GLOBAL INC
New
Shares141.8K
Event2026-03-31
Filed2026-05-04
SLYG
SPDR SERIES TRUST
73.10%
Shares23.1K
Event2026-03-31
Filed2026-05-04
FCFS
FIRSTCASH HOLDINGS INC
-0.15%
Shares11.8K
Event2026-03-31
Filed2026-05-04
ZTS
ZOETIS INC
New
Shares18.7K
Event2026-03-31
Filed2026-05-04
CARR
CARRIER GLOBAL CORPORATION
-2.12%
Shares39.2K
Event2026-03-31
Filed2026-05-04
SAN
BANCO SANTANDER SA
5.20%
Shares193.1K
Event2026-03-31
Filed2026-05-04
COSO
COASTALSOUTH BANCSHARES INC
0.05%
Shares88.1K
Event2026-03-31
Filed2026-05-04
ORLY
OREILLY AUTOMOTIVE INC
-0.41%
Shares23.1K
Event2026-03-31
Filed2026-05-04
STWD
STARWOOD PPTY TR INC
16.17%
Shares123.7K
Event2026-03-31
Filed2026-05-04
IWP
ISHARES TR
-29.63%
Shares16.4K
Event2026-03-31
Filed2026-05-04
AUGO
AURA MINERALS INC
New
Shares25.7K
Event2026-03-31
Filed2026-05-04
ARKK
ARK ETF TR
0.48%
Shares30.8K
Event2026-03-31
Filed2026-05-04
ACI
ALBERTSONS COS INC
3.13%
Shares121.6K
Event2026-03-31
Filed2026-05-04
DGX
QUEST DIAGNOSTICS INC
New
Shares10.6K
Event2026-03-31
Filed2026-05-04
XEL
XCEL ENERGY INC
-10.57%
Shares25.9K
Event2026-03-31
Filed2026-05-04
SHLD
GLOBAL X FDS
4.30%
Shares29.0K
Event2026-03-31
Filed2026-05-04
SCHH
SCHWAB STRATEGIC TR
94.03%
Shares95.2K
Event2026-03-31
Filed2026-05-04
IR
INGERSOLL RAND INC
3.87%
Shares25.4K
Event2026-03-31
Filed2026-05-04
AMT
AMERICAN TOWER CORP
New
Shares11.7K
Event2026-03-31
Filed2026-05-04
AGG
ISHARES TR
New
Shares20.4K
Event2026-03-31
Filed2026-05-04
MET
METLIFE INC
-6.44%
Shares27.8K
Event2026-03-31
Filed2026-05-04
SONY
SONY GROUP CORP
6.80%
Shares94.8K
Event2026-03-31
Filed2026-05-04
XOP
SPDR SERIES TRUST
New
Shares10.8K
Event2026-03-31
Filed2026-05-04
RYAAY
RYANAIR HOLDINGS PLC
3.87%
Shares33.8K
Event2026-03-31
Filed2026-05-04
HAL
HALLIBURTON CO
19.98%
Shares50.0K
Event2026-03-31
Filed2026-05-04
EA SERIES TRUST
EA SERIES TRUST
0.43%
Shares39.7K
Event2026-03-31
Filed2026-05-04
ARCO
ARCOS DORADOS HLDGS INC
15.01%
Shares234.5K
Event2026-03-31
Filed2026-05-04
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
29.23%
Shares16.7K
Event2026-03-31
Filed2026-05-04
AVAV
AEROVIRONMENT INC
New
Shares10.4K
Event2026-03-31
Filed2026-05-04
ACGL
ARCH CAP GROUP LTD
4.95%
Shares19.7K
Event2026-03-31
Filed2026-05-04
A
AGILENT TECHNOLOGIES INC
New
Shares16.5K
Event2026-03-31
Filed2026-05-04
SARO
STANDARDAERO INC
29.69%
Shares72.6K
Event2026-03-31
Filed2026-05-04
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
30.54%
Shares18.9K
Event2026-03-31
Filed2026-05-04
SPTM
SPDR SERIES TRUST
0.39%
Shares23.4K
Event2026-03-31
Filed2026-05-04
EMXC
ISHARES INC
1.11%
Shares23.5K
Event2026-03-31
Filed2026-05-04
OMC
OMNICOM GROUP INC
3.11%
Shares24.5K
Event2026-03-31
Filed2026-05-04
GM
GENERAL MTRS CO
11.82%
Shares24.6K
Event2026-03-31
Filed2026-05-04
TD
TORONTO DOMINION BK ONT
15.19%
Shares19.5K
Event2026-03-31
Filed2026-05-04
SCHD
SCHWAB STRATEGIC TR
33.42%
Shares59.3K
Event2026-03-31
Filed2026-05-04
E
ENI SPA
11.85%
Shares32.1K
Event2026-03-31
Filed2026-05-04
GSK PLC
GSK PLC
-9.73%
Shares32.7K
Event2026-03-31
Filed2026-05-04
EFX
EQUIFAX INC
New
Shares10.0K
Event2026-03-31
Filed2026-05-04
SGVT
SCHWAB STRATEGIC TR
5.44%
Shares17.8K
Event2026-03-31
Filed2026-05-04
DFIC
DIMENSIONAL ETF TRUST
13.32%
Shares50.2K
Event2026-03-31
Filed2026-05-04
PAYX
PAYCHEX INC
67.25%
Shares19.4K
Event2026-03-31
Filed2026-05-04
CG
CARLYLE GROUP INC
12.29%
Shares36.8K
Event2026-03-31
Filed2026-05-04
NATIONAL GRID PLC
NATIONAL GRID PLC
-2.17%
Shares20.9K
Event2026-03-31
Filed2026-05-04
BINC
BLACKROCK ETF TRUST II
New
Shares33.8K
Event2026-03-31
Filed2026-05-04
CBRE
CBRE GROUP INC
-2.22%
Shares12.9K
Event2026-03-31
Filed2026-05-04
KNF
KNIFE RIVER CORP
New
Shares21.3K
Event2026-03-31
Filed2026-05-04
LWLG
LIGHTWAVE LOGIC INC
New
Shares247.3K
Event2026-03-31
Filed2026-05-04
MNRO
MONRO INC
27.50%
Shares108.1K
Event2026-03-31
Filed2026-05-04
APARTMENT INVT & MGMT CO
APARTMENT INVT & MGMT CO
32.99%
Shares425.0K
Event2026-03-31
Filed2026-05-04
AVMC
AMERICAN CENTY ETF TR
New
Shares23.1K
Event2026-03-31
Filed2026-05-04
GSLC
GOLDMAN SACHS ETF TR
New
Shares13.2K
Event2026-03-31
Filed2026-05-04
EFAV
ISHARES TR
0.21%
Shares17.8K
Event2026-03-31
Filed2026-05-04
JEPI
J P MORGAN EXCHANGE TRADED F
-23.46%
Shares28.3K
Event2026-03-31
Filed2026-05-04
MSTR
STRATEGY INC
New
Shares12.8K
Event2026-03-31
Filed2026-05-04
YUM
YUM BRANDS INC
New
Shares10.2K
Event2026-03-31
Filed2026-05-04
SOLSTICE ADVANCED MATLS INC
SOLSTICE ADVANCED MATLS INC
11.40%
Shares20.8K
Event2026-03-31
Filed2026-05-04
MSOS
ADVISORSHARES TR
-5.00%
Shares443.7K
Event2026-03-31
Filed2026-05-04
TXT
TEXTRON INC
25.88%
Shares17.9K
Event2026-03-31
Filed2026-05-04
BKR
BAKER HUGHES COMPANY
0.64%
Shares25.5K
Event2026-03-31
Filed2026-05-04
ABM
ABM INDS INC
22.02%
Shares40.3K
Event2026-03-31
Filed2026-05-04
BWB
BRIDGEWATER BANCSHARES INC
New
Shares86.7K
Event2026-03-31
Filed2026-05-04
BNDW
VANGUARD SCOTTSDALE FDS
-3.52%
Shares22.5K
Event2026-03-31
Filed2026-05-04
BV
BRIGHTVIEW HLDGS INC
25.55%
Shares130.0K
Event2026-03-31
Filed2026-05-04
PTF
INVESCO EXCHANGE TRADED FD T
New
Shares17.7K
Event2026-03-31
Filed2026-05-04
CPRT
COPART INC
125.42%
Shares45.9K
Event2026-03-31
Filed2026-05-04
VXUS
VANGUARD STAR FDS
-0.86%
Shares19.8K
Event2026-03-31
Filed2026-05-04
TRU
TRANSUNION
-0.37%
Shares21.9K
Event2026-03-31
Filed2026-05-04
ECVT
ECOVYST INC
0.29%
Shares117.7K
Event2026-03-31
Filed2026-05-04
GXC
SPDR INDEX SHS FDS
New
Shares16.2K
Event2026-03-31
Filed2026-05-04
KMI
KINDER MORGAN INC DEL
17.49%
Shares44.9K
Event2026-03-31
Filed2026-05-04
WRB
BERKLEY W R CORP
-2.54%
Shares22.6K
Event2026-03-31
Filed2026-05-04
FNDX
SCHWAB STRATEGIC TR
153.94%
Shares53.7K
Event2026-03-31
Filed2026-05-04
TPG
TPG INC
35.54%
Shares36.9K
Event2026-03-31
Filed2026-05-04
FE
FIRSTENERGY CORP
13.64%
Shares29.4K
Event2026-03-31
Filed2026-05-04
TTC
TORO CO
8.55%
Shares15.8K
Event2026-03-31
Filed2026-05-04
OKE
ONEOK INC NEW
22.81%
Shares16.2K
Event2026-03-31
Filed2026-05-04
ENB
ENBRIDGE INC
9.58%
Shares26.4K
Event2026-03-31
Filed2026-05-04
PPL
PPL CORP
-2.83%
Shares37.4K
Event2026-03-31
Filed2026-05-04
O
REALTY INCOME CORP
-13.59%
Shares23.3K
Event2026-03-31
Filed2026-05-04
EBAY
EBAY INC.
-0.38%
Shares15.6K
Event2026-03-31
Filed2026-05-04
HPE
HEWLETT PACKARD ENTERPRISE C
15.43%
Shares59.3K
Event2026-03-31
Filed2026-05-04
BUD
ANHEUSER BUSCH INBEV SA NV
-22.03%
Shares20.1K
Event2026-03-31
Filed2026-05-04
SLF
SUN LIFE FINANCIAL INC.
15.53%
Shares22.1K
Event2026-03-31
Filed2026-05-04
MP
MP MATERIALS CORP
-2.16%
Shares28.7K
Event2026-03-31
Filed2026-05-04
IAC
IAC INC
1.18%
Shares34.6K
Event2026-03-31
Filed2026-05-04
CMS
CMS ENERGY CORP
4.39%
Shares17.8K
Event2026-03-31
Filed2026-05-04
IVOO
VANGUARD ADMIRAL FDS INC
-12.59%
Shares12.0K
Event2026-03-31
Filed2026-05-04
ETHA
ISHARES ETHEREUM TR
8.02%
Shares86.5K
Event2026-03-31
Filed2026-05-04
AFL
AFLAC INC
-1.02%
Shares12.4K
Event2026-03-31
Filed2026-05-04
PTGX
PROTAGONIST THERAPEUTICS INC
New
Shares12.8K
Event2026-03-31
Filed2026-05-04
IBN
ICICI BANK LIMITED
9.24%
Shares51.9K
Event2026-03-31
Filed2026-05-04
UDR
UDR INC
-14.56%
Shares39.7K
Event2026-03-31
Filed2026-05-04
MNST
MONSTER BEVERAGE CORP NEW
0.36%
Shares18.4K
Event2026-03-31
Filed2026-05-04
SFM
SPROUTS FMRS MKT INC
New
Shares17.2K
Event2026-03-31
Filed2026-05-04
SCHO
SCHWAB STRATEGIC TR
0.73%
Shares54.7K
Event2026-03-31
Filed2026-05-04
WBD
WARNER BROS DISCOVERY INC
10.07%
Shares48.1K
Event2026-03-31
Filed2026-05-04
SRE
SEMPRA
5.15%
Shares13.4K
Event2026-03-31
Filed2026-05-04
BJ
BJS WHSL CLUB HLDGS INC
4.21%
Shares13.2K
Event2026-03-31
Filed2026-05-04
FAUG
FIRST TR EXCHNG TRADED FD VI
-7.93%
Shares25.0K
Event2026-03-31
Filed2026-05-04
RBLX
ROBLOX CORP
31.03%
Shares22.6K
Event2026-03-31
Filed2026-05-04
PPC
PILGRIMS PRIDE CORP
-29.92%
Shares33.7K
Event2026-03-31
Filed2026-05-04
FI
FISERV INC
-36.10%
Shares22.6K
Event2026-03-31
Filed2026-05-04
IBRX
IMMUNITYBIO INC
New
Shares163.6K
Event2026-03-31
Filed2026-05-04
PCAR
PACCAR INC
0.96%
Shares10.8K
Event2026-03-31
Filed2026-05-04
EPD
ENTERPRISE PRODS PARTNERS L
2.34%
Shares33.1K
Event2026-03-31
Filed2026-05-04
GEHC
GE HEALTHCARE TECHNOLOGIES I
-4.19%
Shares17.6K
Event2026-03-31
Filed2026-05-04
REMX
VANECK ETF TRUST
New
Shares14.2K
Event2026-03-31
Filed2026-05-04
FSEP
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares24.7K
Event2026-03-31
Filed2026-05-04
CFG
CITIZENS FINL GROUP INC
15.53%
Shares20.7K
Event2026-03-31
Filed2026-05-04
IRM
IRON MTN INC DEL
6.28%
Shares12.1K
Event2026-03-31
Filed2026-05-04
XLRE
SELECT SECTOR SPDR TR
-4.18%
Shares30.2K
Event2026-03-31
Filed2026-05-04
SHG
SHINHAN FINANCIAL GROUP CO L
13.55%
Shares20.1K
Event2026-03-31
Filed2026-05-04
INTF
ISHARES TR
New
Shares31.3K
Event2026-03-31
Filed2026-05-04
CTVA
CORTEVA INC
-25.42%
Shares14.6K
Event2026-03-31
Filed2026-05-04
AIG
AMERICAN INTL GROUP INC
-7.10%
Shares16.1K
Event2026-03-31
Filed2026-05-04
FTNT
FORTINET INC
15.83%
Shares14.8K
Event2026-03-31
Filed2026-05-04
DAL
DELTA AIR LINES INC
13.38%
Shares18.0K
Event2026-03-31
Filed2026-05-04
HBAN
HUNTINGTON BANCSHARES INC
27.25%
Shares75.6K
Event2026-03-31
Filed2026-05-04
IUSV
ISHARES TR
10.12%
Shares11.6K
Event2026-03-31
Filed2026-05-04
UGP
ULTRAPAR PARTICIPACOES SA
12.63%
Shares213.5K
Event2026-03-31
Filed2026-05-04
GGG
GRACO INC
4.84%
Shares13.9K
Event2026-03-31
Filed2026-05-04
AIRR
FIRST TR EXCHANGE TRADED FD
-14.34%
Shares10.5K
Event2026-03-31
Filed2026-05-04
CMG
CHIPOTLE MEXICAN GRILL INC
-1.94%
Shares36.4K
Event2026-03-31
Filed2026-05-04
UAL
UNITED AIRLS HLDGS INC
12.36%
Shares12.6K
Event2026-03-31
Filed2026-05-04
NTAP
NETAPP INC
New
Shares11.3K
Event2026-03-31
Filed2026-05-04
HAS
HASBRO INC
-3.39%
Shares12.1K
Event2026-03-31
Filed2026-05-04
VONV
VANGUARD SCOTTSDALE FDS
-0.12%
Shares12.1K
Event2026-03-31
Filed2026-05-04
FBTC
FIDELITY WISE ORIGIN BITCOIN
13.39%
Shares19.1K
Event2026-03-31
Filed2026-05-04

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Bleakley Financial Group, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo