Sponsored

The Analysis of Blume Capital Management, Inc.'s Holdings & P&L

Currently, Blume Capital Management, Inc. holds 336 types of securities in its portfolio with a total value $587.3M. In the most recent quarter, they have increased their positions in VCRB (+200.2K shares, valued at $15.5M), N/A (+31.6K shares, valued at $9.1M), ARCC (+330.8K shares, valued at $6.0M); decreased their positions in MU (-15.0K shares, valued at $5.1M), JNJ (-14.0K shares, valued at $3.4M), GS (-3.6K shares, valued at $3.1M); initiated new positions in N/A (+78.5K shares, valued at $2.9M), INVH (+56.6K shares, valued at $1.4M), VGSH (+4.2K shares, valued at $245.9K).

1M P&L

+16.9M+3.16%

3M P&L

+17.2M+3.22%

HY P&L

+70.9M+14.69%

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/A195.5M

37.9%

2Banks - Diversified26.2M

5.1%

3Consumer Electronics25.5M

4.9%

Top Industries by Stock Count

1N/A92 stocks

30.0%

2Software - Infrastructure10 stocks

3.3%

3Drug Manufacturers - General9 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ALPHABET INC ALPHABET INC107.7K shares41.50%2026-03-312026-05-01

AAPL APPLE INC100.3K shares-1.33%2026-03-312026-05-01

DFIC DIMENSIONAL ETF TRUST635.1K shares-3.94%2026-03-312026-05-01

DFCF DIMENSIONAL ETF TRUST456.5K shares7.09%2026-03-312026-05-01

XLE SELECT SECTOR SPDR TR309.2K shares-7.04%2026-03-312026-05-01

VCRB VANGUARD MALVERN FDS231.8K shares632.77%2026-03-312026-05-01

CITIGROUP INC CITIGROUP INC150.4K shares0.01%2026-03-312026-05-01

SCHW SCHWAB CHARLES CORP168.0K shares-0.09%2026-03-312026-05-01

Sponsored

VBIL VANGUARD INSTL INDEX FD195.0K shares25.62%2026-03-312026-05-01

MU MICRON TECHNOLOGY INC42.2K shares-26.25%2026-03-312026-05-01

FDX FEDEX CORP38.8K shares-11.94%2026-03-312026-05-01

JCPB J P MORGAN EXCHANGE TRADED F285.1K shares30.44%2026-03-312026-05-01

FCX FREEPORT MCMORAN INC227.2K shares-2.95%2026-03-312026-05-01

AMAT APPLIED MATLS INC38.9K shares-10.11%2026-03-312026-05-01

JNJ JOHNSON & JOHNSON52.7K shares-20.95%2026-03-312026-05-01

DFEM DIMENSIONAL ETF TRUST343.7K shares2.44%2026-03-312026-05-01

Sponsored

COF CAPITAL ONE FINL CORP64.6K shares1.74%2026-03-312026-05-01

UBER UBER TECHNOLOGIES INC158.1K shares3.11%2026-03-312026-05-01

BAC BANK AMERICA CORP231.3K shares0.79%2026-03-312026-05-01

AMZN AMAZON COM INC52.5K shares8.51%2026-03-312026-05-01

META META PLATFORMS INC18.3K shares0.98%2026-03-312026-05-01

CMCSA COMCAST CORP NEW359.7K shares-0.11%2026-03-312026-05-01

WFC WELLS FARGO & CO125.5K shares0.50%2026-03-312026-05-01

DIS DISNEY WALT CO101.5K shares10.07%2026-03-312026-05-01

Sponsored

BKR BAKER HUGHES COMPANY155.9K shares-8.22%2026-03-312026-05-01

DFEV DIMENSIONAL ETF TRUST262.1K shares-0.09%2026-03-312026-05-01

MSFT MICROSOFT CORP24.2K shares23.69%2026-03-312026-05-01

ALPHABET INC ALPHABET INC26.6K shares280.71%2026-03-312026-05-01

NVDA NVIDIA CORPORATION43.5K shares0.15%2026-03-312026-05-01

PFE PFIZER INC238.1K shares4.29%2026-03-312026-05-01

FI FISERV INC118.0K shares87.49%2026-03-312026-05-01

RIO RIO TINTO PLC67.7K shares-0.54%2026-03-312026-05-01

Sponsored

CNH CNH INDL N V559.8K shares-0.37%2026-03-312026-05-01

VTI VANGUARD INDEX FDS18.9K shares0.00%2026-03-312026-05-01

GDX VANECK ETF TRUST65.6K shares-8.34%2026-03-312026-05-01

ARCC ARES CAPITAL CORP331.5K shares47255.71%2026-03-312026-05-01

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL11.3K shares0.89%2026-03-312026-05-01

VCRM VANGUARD MUN BD FDS70.7K shares-15.91%2026-03-312026-05-01

WY WEYERHAEUSER CO215.3K shares15.14%2026-03-312026-05-01

JPM JPMORGAN CHASE & CO16.8K shares-17.50%2026-03-312026-05-01

Sponsored

GS GOLDMAN SACHS GROUP INC5.7K shares-39.00%2026-03-312026-05-01

VGIT VANGUARD SCOTTSDALE FDS80.6K shares30.66%2026-03-312026-05-01

IBB ISHARES TR27.5K shares-7.25%2026-03-312026-05-01

COST COSTCO WHOLESALE CORPORATION4.6K shares-11.55%2026-03-312026-05-01

SGOV ISHARES TR41.7K shares-21.15%2026-03-312026-05-01

DE DEERE & CO7.4K shares-0.61%2026-03-312026-05-01

SLB SLB LIMITED78.2K shares-3.39%2026-03-312026-05-01

MLPX GLOBAL X FDS51.2K shares-22.93%2026-03-312026-05-01

Sponsored

DFAS DIMENSIONAL ETF TRUST48.1K shares0.00%2026-03-312026-05-01

IFF INTERNATIONAL FLAVORS&FRAGRA46.1K shares-0.88%2026-03-312026-05-01

ELV ELEVANCE HEALTH INC FORMERLY11.0K shares78.27%2026-03-312026-05-01

VTEB VANGUARD MUN BD FDS64.6K shares0.00%2026-03-312026-05-01

CVS CVS HEALTH CORP44.4K shares0.65%2026-03-312026-05-01

CSRE COHEN & STEERS ETF TRUST114.4K shares51.93%2026-03-312026-05-01

VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC78.5K sharesnew addition2026-03-312026-05-01

XOM EXXON MOBIL CORP17.0K shares-0.97%2026-03-312026-05-01

Sponsored

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO52.8K shares-6.08%2026-03-312026-05-01

XHLF BONDBLOXX ETF TRUST50.1K shares-4.72%2026-03-312026-05-01

SNY SANOFI SA48.5K shares88.35%2026-03-312026-05-01

CHWY CHEWY INC77.8K shares47073.33%2026-03-312026-05-01

UNP UNION PAC CORP8.4K shares85.96%2026-03-312026-05-01

ABNB AIRBNB INC15.0K shares150.27%2026-03-312026-05-01

XFIV BONDBLOXX ETF TRUST35.5K shares-3.47%2026-03-312026-05-01

GBIL GOLDMAN SACHS ETF TR14.6K shares-4.03%2026-03-312026-05-01

Sponsored

CCJ CAMECO CORP13.4K shares0.00%2026-03-312026-05-01

INVH INVITATION HOMES INC56.6K sharesnew addition2026-03-312026-05-01

HON HONEYWELL INTL INC5.7K shares-3.41%2026-03-312026-05-01

CL COLGATE PALMOLIVE CO14.9K shares-57.98%2026-03-312026-05-01

CVX CHEVRON CORPORATION5.9K shares-3.37%2026-03-312026-05-01

MTN VAIL RESORTS INC9.4K shares0.21%2026-03-312026-05-01

KO COCA COLA CO15.6K shares-2.50%2026-03-312026-05-01

FSLR FIRST SOLAR INC5.7K shares0.44%2026-03-312026-05-01

Sponsored

DFNM DIMENSIONAL ETF TRUST22.7K shares0.00%2026-03-312026-05-01

EQT CORP EQT CORP16.0K shares1.26%2026-03-312026-05-01

MSGS MADISON SQUARE GRDN SPRT COR3.1K shares0.00%2026-03-312026-05-01

GE AEROSPACE GE AEROSPACE2.9K shares0.00%2026-03-312026-05-01

GLD SPDR GOLD TR1.9K shares-2.59%2026-03-312026-05-01

DFIS DIMENSIONAL ETF TRUST23.1K shares0.00%2026-03-312026-05-01

TROW PRICE T ROWE GROUP INC8.3K shares26.30%2026-03-312026-05-01

PLTR PALANTIR TECHNOLOGIES INC4.9K shares0.51%2026-03-312026-05-01

Sponsored

BROADCOM INC BROADCOM INC2.3K shares-0.66%2026-03-312026-05-01

DFIV DIMENSIONAL ETF TRUST13.2K shares0.00%2026-03-312026-05-01

DFAC DIMENSIONAL ETF TRUST17.6K shares1.94%2026-03-312026-05-01

GEV GE VERNOVA INC748 shares-4.59%2026-03-312026-05-01

DUSA DAVIS FUNDAMENTAL ETF TR12.1K shares-5.46%2026-03-312026-05-01

SBUX STARBUCKS CORP6.7K shares8.02%2026-03-312026-05-01

AXP AMERICAN EXPRESS CO2.0K shares0.00%2026-03-312026-05-01

LAM RESEARCH CORP LAM RESEARCH CORP2.8K shares-3.31%2026-03-312026-05-01

Sponsored

VDE VANGUARD WORLD FD3.1K shares-6.13%2026-03-312026-05-01

CTRA COTERRA ENERGY INC13.8K shares-58.19%2026-03-312026-05-01

GILD GILEAD SCIENCES INC3.2K shares0.00%2026-03-312026-05-01

VANGUARD INDEX FDS VANGUARD INDEX FDS695 shares16.81%2026-03-312026-05-01

V VISA INC1.4K shares0.00%2026-03-312026-05-01

CSCO CISCO SYS INC5.2K shares-2.81%2026-03-312026-05-01

BKNG BOOKING HOLDINGS INC90 shares0.00%2026-03-312026-05-01

TOTR T ROWE PRICE ETF INC9.3K shares-0.53%2026-03-312026-05-01

Sponsored

SPY STATE STR SPDR S&P 500 ETF T572 shares0.00%2026-03-312026-05-01

WMT WALMART INC2.9K shares11.76%2026-03-312026-05-01

ADI ANALOG DEVICES INC1.1K shares-16.54%2026-03-312026-05-01

SCHP SCHWAB STRATEGIC TR12.5K shares0.00%2026-03-312026-05-01

MCD MCDONALDS CORP973 shares305.42%2026-03-312026-05-01

PEP PEPSICO INC1.9K shares14.85%2026-03-312026-05-01

VTEC VANGUARD CALIF TAX FREE FDS3.0K shares0.00%2026-03-312026-05-01

DSI ISHARES TR2.4K shares0.00%2026-03-312026-05-01

Sponsored

DFAE DIMENSIONAL ETF TRUST8.4K shares0.00%2026-03-312026-05-01

TRV TRAVELERS COMPANIES INC950 shares-5.00%2026-03-312026-05-01

VGSH VANGUARD SCOTTSDALE FDS4.2K sharesnew addition2026-03-312026-05-01

ITW ILLINOIS TOOL WKS INC880 shares-0.56%2026-03-312026-05-01

AFL AFLAC INC2.0K shares0.00%2026-03-312026-05-01

BIV VANGUARD BD INDEX FDS2.8K shares-8.47%2026-03-312026-05-01

SCHO SCHWAB STRATEGIC TR8.9K shares0.00%2026-03-312026-05-01

IWB ISHARES TR550 shares0.00%2026-03-312026-05-01

Sponsored

COP CONOCOPHILLIPS1.5K shares-2.14%2026-03-312026-05-01

AMGN AMGEN INC530 shares0.00%2026-03-312026-05-01

TMSL T ROWE PRICE ETF INC5.0K shares0.00%2026-03-312026-05-01

BLACKROCK INC BLACKROCK INC190 shares-7.32%2026-03-312026-05-01

MA MASTERCARD INCORPORATED364 shares0.00%2026-03-312026-05-01

CNQ CANADIAN NAT RES LTD MED TER3.6K shares0.00%2026-03-312026-05-01

ISRG INTUITIVE SURGICAL INC375 shares0.00%2026-03-312026-05-01

BSV VANGUARD BD INDEX FDS2.2K sharesnew addition2026-03-312026-05-01

Sponsored

HRL HORMEL FOODS CORP7.5K shares0.00%2026-03-312026-05-01

MERCK & CO INC MERCK & CO INC1.4K shares-15.15%2026-03-312026-05-01

TPYP TORTOISE CAPITAL SERIES TRUS3.9K shares0.00%2026-03-312026-05-01

AEP AMERICAN ELEC PWR CO INC1.2K shares-1.04%2026-03-312026-05-01

HD HOME DEPOT INC485 shares-3.00%2026-03-312026-05-01

PG PROCTER & GAMBLE CO1.1K shares56.90%2026-03-312026-05-01

LINDE PLC LINDE PLC310 shares-6.06%2026-03-312026-05-01

BIL SPDR SERIES TRUST1.6K shares-36.94%2026-03-312026-05-01

Sponsored

MMM 3M CO1.0K shares0.00%2026-03-312026-05-01

AMT AMERICAN TOWER CORP825 shares0.00%2026-03-312026-05-01

VUSB VANGUARD BD INDEX FDS2.8K shares0.00%2026-03-312026-05-01

QCOM QUALCOMM INC1.1K shares0.00%2026-03-312026-05-01

TMO THERMO FISHER SCIENTIFIC INC275 shares0.00%2026-03-312026-05-01

EMR EMERSON ELEC CO1.0K shares0.00%2026-03-312026-05-01

JCI JOHNSON CONTROLS INTERNATION1.0K shares0.00%2026-03-312026-05-01

CRM SALESFORCE INC677 shares0.00%2026-03-312026-05-01

Sponsored

NYT NEW YORK TIMES CO MTN BE1.5K shares0.00%2026-03-312026-05-01

FELG FIDELITY COVINGTON TRUST3.3K sharesnew addition2026-03-312026-05-01

PAYX PAYCHEX INC1.3K shares0.00%2026-03-312026-05-01

IBM INTERNATIONAL BUSINESS MACHS475 shares-20.83%2026-03-312026-05-01

PANW PALO ALTO NETWORKS INC700 shares0.00%2026-03-312026-05-01

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC1.5K shares0.00%2026-03-312026-05-01

ED CONSOLIDATED EDISON INC971 shares0.00%2026-03-312026-05-01

HIMS HIMS & HERS HEALTH INC5.3K shares72.97%2026-03-312026-05-01

Sponsored

SNPS SYNOPSYS INC275 shares-1.79%2026-03-312026-05-01

T AT&T INC3.7K shares0.00%2026-03-312026-05-01

DHI D R HORTON INC775 shares0.00%2026-03-312026-05-01

VYM VANGUARD WHITEHALL FDS700 shares-57.83%2026-03-312026-05-01

DFAR DIMENSIONAL ETF TRUST4.4K shares0.00%2026-03-312026-05-01

VZ VERIZON COMMUNICATIONS INC2.0K shares-93.45%2026-03-312026-05-01

LMT LOCKHEED MARTIN CORP165 shares10.00%2026-03-312026-05-01

TJX TJX COS INC NEW600 shares0.00%2026-03-312026-05-01

Sponsored

NEE NEXTERA ENERGY INC1.0K shares-13.04%2026-03-312026-05-01

TSLA TESLA INC247 shares2.07%2026-03-312026-05-01

NBIS NEBIUS GROUP N.V.875 shares0.00%2026-03-312026-05-01

OKE ONEOK INC NEW1.0K sharesnew addition2026-03-312026-05-01

AMD ADVANCED MICRO DEVICES INC430 shares3.61%2026-03-312026-05-01

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.8K shares0.00%2026-03-312026-05-01

DHR DANAHER CORP DEL450 shares0.00%2026-03-312026-05-01

EEM ISHARES TR1.5K shares0.00%2026-03-312026-05-01

Sponsored

LNG CHENIERE ENERGY INC300 shares0.00%2026-03-312026-05-01

IWM ISHARES TR339 sharesnew addition2026-03-312026-05-01

ISHARES GOLD TR ISHARES GOLD TR920 shares0.00%2026-03-312026-05-01

UAL UNITED AIRLS HLDGS INC880 shares0.00%2026-03-312026-05-01

BDX BECTON DICKINSON & CO500 shares0.00%2026-03-312026-05-01

UNH UNITEDHEALTH GROUP INC290 shares0.00%2026-03-312026-05-01

ABT ABBOTT LABORATORIES750 sharesnew addition2026-03-312026-05-01

APD AIR PRODUCTS AND CHEMICALS I250 shares0.00%2026-03-312026-05-01

Sponsored

DVN DEVON ENERGY CORP NEW1.4K shares-51.11%2026-03-312026-05-01

IJH ISHARES TR1.1K shares0.00%2026-03-312026-05-01

VRSK VERISK ANALYTICS INC375 shares0.00%2026-03-312026-05-01

GPC GENUINE PARTS CO666 shares0.00%2026-03-312026-05-01

SCHG SCHWAB STRATEGIC TR2.4K shares0.00%2026-03-312026-05-01

SCHH SCHWAB STRATEGIC TR3.2K shares0.00%2026-03-312026-05-01

SYK STRYKER CORPORATION200 shares0.00%2026-03-312026-05-01

IVV ISHARES TR100 shares0.00%2026-03-312026-05-01

Sponsored

SHM SPDR SERIES TRUST1.3K shares0.00%2026-03-312026-05-01

BMY BRISTOL-MYERS SQUIBB CO1.1K shares0.00%2026-03-312026-05-01

GEHC GE HEALTHCARE TECHNOLOGIES I840 shares0.00%2026-03-312026-05-01

SCHA SCHWAB STRATEGIC TR2.0K shares0.00%2026-03-312026-05-01

KMI KINDER MORGAN INC DEL1.8K shares218.18%2026-03-312026-05-01

UNILEVER PLC UNILEVER PLC1.0K sharesnew addition2026-03-312026-05-01

USB US BANCORP1.1K shares0.00%2026-03-312026-05-01

VYMI VANGUARD WHITEHALL FDS606 shares0.00%2026-03-312026-05-01

Sponsored

RIG TRANSOCEAN LTD8.5K shares-30.04%2026-03-312026-05-01

TRP TC ENERGY CORP900 sharesnew addition2026-03-312026-05-01

ADBE ADOBE INC230 shares0.00%2026-03-312026-05-01

SHEL SHELL PLC600 shares500.00%2026-03-312026-05-01

TRMB TRIMBLE INC850 shares0.00%2026-03-312026-05-01

LLY ELI LILLY & CO60 shares-26.83%2026-03-312026-05-01

OAKM HARRIS OAKMARK ETF TRUST2.0K shares100.00%2026-03-312026-05-01

ENB ENBRIDGE INC995 sharesnew addition2026-03-312026-05-01

Sponsored

INTC INTEL CORP1.2K shares2.13%2026-03-312026-05-01

IXUS ISHARES TR594 shares0.00%2026-03-312026-05-01

SHOO MADDEN STEVEN LTD1.5K shares0.00%2026-03-312026-05-01

VPU VANGUARD WORLD FD255 shares0.00%2026-03-312026-05-01

SPG SIMON PPTY GROUP INC NEW270 sharesnew addition2026-03-312026-05-01

FBIN FORTUNE BRANDS INNOVATIONS I1.3K shares0.00%2026-03-312026-05-01

NFLX NETFLIX INC.510 shares-3.77%2026-03-312026-05-01

IEMG ISHARES INC700 sharesnew addition2026-03-312026-05-01

Sponsored

VCSH VANGUARD SCOTTSDALE FDS610 shares0.00%2026-03-312026-05-01

TE CONNECTIVITY PLC TE CONNECTIVITY PLC225 shares0.00%2026-03-312026-05-01

URNM SPROTT FDS TR725 shares0.00%2026-03-312026-05-01

SCHV SCHWAB STRATEGIC TR1.5K shares0.00%2026-03-312026-05-01

GSK PLC GSK PLC800 sharesnew addition2026-03-312026-05-01

TDW TIDEWATER INC NEW525 shares0.00%2026-03-312026-05-01

D DOMINION ENERGY INC700 sharesnew addition2026-03-312026-05-01

PM PHILIP MORRIS INTL INC250 shares0.00%2026-03-312026-05-01

Sponsored

VO VANGUARD INDEX FDS139 shares0.00%2026-03-312026-05-01

LOW LOWES COS INC160 shares166.67%2026-03-312026-05-01

REZI RESIDEO TECHNOLOGIES INC1.1K shares0.00%2026-03-312026-05-01

ADSK AUTODESK INC150 shares0.00%2026-03-312026-05-01

GDXJ VANECK ETF TRUST290 shares-17.14%2026-03-312026-05-01

EIX EDISON INTL475 shares-5.00%2026-03-312026-05-01

AFRM AFFIRM HLDGS INC755 shares42.45%2026-03-312026-05-01

DFSE DIMENSIONAL ETF TRUST800 shares0.00%2026-03-312026-05-01

Sponsored

SCHM SCHWAB STRATEGIC TR1.1K shares0.00%2026-03-312026-05-01

IEFA ISHARES TR350 shares0.00%2026-03-312026-05-01

KBWB INVESCO EXCH TRADED FD TR II400 shares0.00%2026-03-312026-05-01

STRL STERLING INFRASTRUCTURE INC75 shares0.00%2026-03-312026-05-01

STZ CONSTELLATION BRANDS INC200 shares0.00%2026-03-312026-05-01

IP INTERNATIONAL PAPER CO800 shares0.00%2026-03-312026-05-01

WAT WATERS CORP94 sharesnew addition2026-03-312026-05-01

SCHB SCHWAB STRATEGIC TR1.1K shares0.09%2026-03-312026-05-01

Sponsored

FNDB SCHWAB STRATEGIC TR1.0K shares0.00%2026-03-312026-05-01

ASML ASML HLDG NV20 shares0.00%2026-03-312026-05-01

GIS GENERAL MILLS INC700 shares0.00%2026-03-312026-05-01

MEDTRONIC PLC MEDTRONIC PLC300 sharesnew addition2026-03-312026-05-01

PYPL PAYPAL HLDGS INC550 shares0.00%2026-03-312026-05-01

AVB AVALONBAY CMNTYS INC150 shares0.00%2026-03-312026-05-01

NU NU HLDGS LTD1.7K shares0.00%2026-03-312026-05-01

DFGR DIMENSIONAL ETF TRUST905 shares0.00%2026-03-312026-05-01

Sponsored

SOFI SOFI TECHNOLOGIES INC1.5K shares7.14%2026-03-312026-05-01

XLK SELECT SECTOR SPDR TR176 shares-49.86%2026-03-312026-05-01

GGAL GRUPO FINANCIERO GALICIA S.A500 shares-28.57%2026-03-312026-05-01

HIG HARTFORD INSURANCE GROUP INC172 shares0.00%2026-03-312026-05-01

WM WASTE MGMT INC DEL100 shares0.00%2026-03-312026-05-01

FTV FORTIVE CORP400 shares0.00%2026-03-312026-05-01

YUM YUM BRANDS INC140 shares250.00%2026-03-312026-05-01

VBR VANGUARD INDEX FDS100 shares0.00%2026-03-312026-05-01

Sponsored

DVYE ISHARES INC625 shares0.00%2026-03-312026-05-01

CAT CATERPILLAR INC30 shares0.00%2026-03-312026-05-01

RTX RTX CORPORATION110 shares0.00%2026-03-312026-05-01

CAH CARDINAL HEALTH INC100 shares0.00%2026-03-312026-05-01

SCHE SCHWAB STRATEGIC TR613 shares0.00%2026-03-312026-05-01

TUR ISHARES INC500 shares-16.67%2026-03-312026-05-01

BA BOEING CO95 shares0.00%2026-03-312026-05-01

INVESCO QQQ TR INVESCO QQQ TR32 shares-43.86%2026-03-312026-05-01

Sponsored

CLX CLOROX CO DEL175 shares0.00%2026-03-312026-05-01

KMX CARMAX INC435 shares0.00%2026-03-312026-05-01

DAL DELTA AIR LINES INC250 shares0.00%2026-03-312026-05-01

SOLV SOLVENTUM CORP250 shares0.00%2026-03-312026-05-01

NVO NOVO-NORDISK A S437 shares482.67%2026-03-312026-05-01

VGT VANGUARD WORLD FD23 shares-48.89%2026-03-312026-05-01

CVE CENOVUS ENERGY INC600 shares0.00%2026-03-312026-05-01

EMN EASTMAN CHEM CO200 shares0.00%2026-03-312026-05-01

Sponsored

OUSTER INC OUSTER INC800 shares100.00%2026-03-312026-05-01

CM CANADIAN IMPERIAL BANK OF CO150 shares-41.86%2026-03-312026-05-01

RRC RANGE RES CORP300 shares-50.00%2026-03-312026-05-01

BE BLOOM ENERGY CORP100 shares0.00%2026-03-312026-05-01

VLTO VERALTO CORP150 shares0.00%2026-03-312026-05-01

IGR CBRE GBL REAL ESTATE INC FD3.0K shares0.00%2026-03-312026-05-01

AVAV AEROVIRONMENT INC70 sharesnew addition2026-03-312026-05-01

CHE CHEMED CORP NEW34 shares-48.48%2026-03-312026-05-01

Sponsored

VGZ VISTA GOLD CORP6.0K shares14.81%2026-03-312026-05-01

BAX BAXTER INTL INC700 shares0.00%2026-03-312026-05-01

CTVA CORTEVA INC140 shares-47.37%2026-03-312026-05-01

QCLN FIRST TR EXCHANGE-TRADED FD250 shares0.00%2026-03-312026-05-01

BITMINE IMMERSION TECNOLOGIE BITMINE IMMERSION TECNOLOGIE550 shares100.00%2026-03-312026-05-01

MBC MASTERBRAND INC1.3K shares0.00%2026-03-312026-05-01

NTR NUTRIEN LTD138 shares-99.57%2026-03-312026-05-01

ABCL ABCELLERA BIOLOGICS INC2.8K shares0.00%2026-03-312026-05-01

Sponsored

LUV SOUTHWEST AIRLS CO258 shares0.00%2026-03-312026-05-01

CSNR COHEN & STEERS ETF TRUST250 shares150.00%2026-03-312026-05-01

GLXY GALAXY DIGITAL INC.500 shares25.00%2026-03-312026-05-01

WPC WP CAREY INC134 shares0.00%2026-03-312026-05-01

TEM TEMPUS AI INC200 shares0.00%2026-03-312026-05-01

ETSY ETSY INC171 shares-16.99%2026-03-312026-05-01

TSLX SIXTH STREET SPECIALTY LENDI450 shares0.00%2026-03-312026-05-01

AWK AMERICAN WTR WKS CO INC NEW60 shares0.00%2026-03-312026-05-01

Sponsored

ALPS ETF TR ALPS ETF TR153 shares0.00%2026-03-312026-05-01

ZETA ZETA GLOBAL HOLDINGS CORP500 shares0.00%2026-03-312026-05-01

GM GENERAL MTRS CO103 shares0.00%2026-03-312026-05-01

ORCL ORACLE CORP50 shares0.00%2026-03-312026-05-01

F FORD MTR CO597 shares0.00%2026-03-312026-05-01

KIM KIMCO REALTY CORP300 shares0.00%2026-03-312026-05-01

VWO VANGUARD INTL EQUITY INDEX F124 shares0.00%2026-03-312026-05-01

NFG NATIONAL FUEL GAS CO70 shares0.00%2026-03-312026-05-01

Sponsored

WDAY WORKDAY INC50 shares0.00%2026-03-312026-05-01

DFSI DIMENSIONAL ETF TRUST150 shares0.00%2026-03-312026-05-01

SPYV SPDR SERIES TRUST112 shares0.00%2026-03-312026-05-01

PBR PETROLEO BRASILEIRO S A300 shares0.00%2026-03-312026-05-01

XYZ BLOCK INC100 shares-5.66%2026-03-312026-05-01

RAL RALLIANT CORP133 shares0.00%2026-03-312026-05-01

TOST TOAST INC200 shares0.00%2026-03-312026-05-01

XLV SELECT SECTOR SPDR TR35 sharesnew addition2026-03-312026-05-01

Sponsored

SCHF SCHWAB STRATEGIC TR180 shares-49.44%2026-03-312026-05-01

XLP SELECT SECTOR SPDR TR50 sharesnew addition2026-03-312026-05-01

IVT INVENTRUST PPTYS CORP130 shares0.00%2026-03-312026-05-01

GSBD GOLDMAN SACHS BDC INC350 shares0.00%2026-03-312026-05-01

XIFR XPLR INFRASTRUCTURE LP270 shares0.00%2026-03-312026-05-01

ECC EAGLE POINT CREDIT COMPANY I750 shares0.00%2026-03-312026-05-01

ODD ODDITY TECH LTD195 sharesnew addition2026-03-312026-05-01

LUCID GROUP INC LUCID GROUP INC260 shares0.00%2026-03-312026-05-01

Sponsored

MRNA MODERNA INC45 shares0.00%2026-03-312026-05-01

HRB BLOCK H & R INC66 sharesnew addition2026-03-312026-05-01

YUMC YUM CHINA HLDGS INC40 shares0.00%2026-03-312026-05-01

SPOT SPOTIFY TECHNOLOGY S A4 shares0.00%2026-03-312026-05-01

ALB ALBEMARLE CORP10 shares-66.67%2026-03-312026-05-01

VTV VANGUARD INDEX FDS8 shares0.00%2026-03-312026-05-01

TTD THE TRADE DESK INC63 shares-49.60%2026-03-312026-05-01

EPAM EPAM SYS INC10 shares0.00%2026-03-312026-05-01

Sponsored

PINS PINTEREST INC60 shares0.00%2026-03-312026-05-01

IFN ABERDEEN INDIA FD INC88 shares0.00%2026-03-312026-05-01

SHOP SHOPIFY INC8 shares0.00%2026-03-312026-05-01

EMBC EMBECTA CORP100 shares0.00%2026-03-312026-05-01

RIVN RIVIAN AUTOMOTIVE INC50 shares0.00%2026-03-312026-05-01

TGT TARGET CORP6 shares0.00%2026-03-312026-05-01

RACE FERRARI N V2 shares0.00%2026-03-312026-05-01

DASH DOORDASH INC4 shares0.00%2026-03-312026-05-01

Sponsored

NKE NIKE INC10 shares0.00%2026-03-312026-05-01

ELF E L F BEAUTY INC8 shares0.00%2026-03-312026-05-01

VIG VANGUARD SPECIALIZED FUNDS2 shares0.00%2026-03-312026-05-01

SEDG SOLAREDGE TECHNOLOGIES INC5 shares0.00%2026-03-312026-05-01

RYLD GLOBAL X FDS15 shares0.00%2026-03-312026-05-01

SNAP SNAP INC41 shares0.00%2026-03-312026-05-01

PARAMOUNT SKYDANCE CORP PARAMOUNT SKYDANCE CORP20 shares0.00%2026-03-312026-05-01

INOVIO PHARMACEUTICALS INC INOVIO PHARMACEUTICALS INC83 shares0.00%2026-03-312026-05-01

Sponsored

TAP MOLSON COORS BEVERAGE CO3 shares0.00%2026-03-312026-05-01

DECK DECKERS OUTDOOR CORP1 shares0.00%2026-03-312026-05-01

NLOP NET LEASE OFFICE PROPERTIES8 shares0.00%2026-03-312026-05-01

HAL HALLIBURTON CO2 shares-99.91%2026-03-312026-05-01

CURB CURBLINE PPTYS CORP2 shares0.00%2026-03-312026-05-01

VTRS VIATRIS INC3 shares0.00%2026-03-312026-05-01

OGN ORGANON & CO5 sharesnew addition2026-03-312026-05-01

SITE CTRS CORP SITE CTRS CORP1 shares0.00%2026-03-312026-05-01

Sponsored

ALPHABET INC

41.50%

Shares107.7K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

-1.33%

Shares100.3K

Event2026-03-31

Filed2026-05-01

DFIC

DIMENSIONAL ETF TRUST

-3.94%

Shares635.1K

Event2026-03-31

Filed2026-05-01

DFCF

DIMENSIONAL ETF TRUST

7.09%

Shares456.5K

Event2026-03-31

Filed2026-05-01

XLE

SELECT SECTOR SPDR TR

-7.04%

Shares309.2K

Event2026-03-31

Filed2026-05-01

VCRB

VANGUARD MALVERN FDS

632.77%

Shares231.8K

Event2026-03-31

Filed2026-05-01

CITIGROUP INC

0.01%

Shares150.4K

Event2026-03-31

Filed2026-05-01

SCHW

SCHWAB CHARLES CORP

-0.09%

Shares168.0K

Event2026-03-31

Filed2026-05-01

VBIL

VANGUARD INSTL INDEX FD

25.62%

Shares195.0K

Event2026-03-31

Filed2026-05-01

MICRON TECHNOLOGY INC

-26.25%

Shares42.2K

Event2026-03-31

Filed2026-05-01

FDX

FEDEX CORP

-11.94%

Shares38.8K

Event2026-03-31

Filed2026-05-01

JCPB

J P MORGAN EXCHANGE TRADED F

30.44%

Shares285.1K

Event2026-03-31

Filed2026-05-01

FCX

FREEPORT MCMORAN INC

-2.95%

Shares227.2K

Event2026-03-31

Filed2026-05-01

AMAT

APPLIED MATLS INC

-10.11%

Shares38.9K

Event2026-03-31

Filed2026-05-01

JNJ

JOHNSON & JOHNSON

-20.95%

Shares52.7K

Event2026-03-31

Filed2026-05-01

DFEM

DIMENSIONAL ETF TRUST

2.44%

Shares343.7K

Event2026-03-31

Filed2026-05-01

COF

CAPITAL ONE FINL CORP

1.74%

Shares64.6K

Event2026-03-31

Filed2026-05-01

UBER

UBER TECHNOLOGIES INC

3.11%

Shares158.1K

Event2026-03-31

Filed2026-05-01

BAC

BANK AMERICA CORP

0.79%

Shares231.3K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

8.51%

Shares52.5K

Event2026-03-31

Filed2026-05-01

META

META PLATFORMS INC

0.98%

Shares18.3K

Event2026-03-31

Filed2026-05-01

CMCSA

COMCAST CORP NEW

-0.11%

Shares359.7K

Event2026-03-31

Filed2026-05-01

WFC

WELLS FARGO & CO

0.50%

Shares125.5K

Event2026-03-31

Filed2026-05-01

DIS

DISNEY WALT CO

10.07%

Shares101.5K

Event2026-03-31

Filed2026-05-01

BKR

BAKER HUGHES COMPANY

-8.22%

Shares155.9K

Event2026-03-31

Filed2026-05-01

DFEV

DIMENSIONAL ETF TRUST

-0.09%

Shares262.1K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

23.69%

Shares24.2K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

280.71%

Shares26.6K

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION

0.15%

Shares43.5K

Event2026-03-31

Filed2026-05-01

PFE

PFIZER INC

4.29%

Shares238.1K

Event2026-03-31

Filed2026-05-01

FISERV INC

87.49%

Shares118.0K

Event2026-03-31

Filed2026-05-01

RIO

RIO TINTO PLC

-0.54%

Shares67.7K

Event2026-03-31

Filed2026-05-01

CNH

CNH INDL N V

-0.37%

Shares559.8K

Event2026-03-31

Filed2026-05-01

VTI

VANGUARD INDEX FDS

0.00%

Shares18.9K

Event2026-03-31

Filed2026-05-01

GDX

VANECK ETF TRUST

-8.34%

Shares65.6K

Event2026-03-31

Filed2026-05-01

ARCC

ARES CAPITAL CORP

47255.71%

Shares331.5K

Event2026-03-31

Filed2026-05-01

BERKSHIRE HATHAWAY INC DEL

0.89%

Shares11.3K

Event2026-03-31

Filed2026-05-01

VCRM

VANGUARD MUN BD FDS

-15.91%

Shares70.7K

Event2026-03-31

Filed2026-05-01

WEYERHAEUSER CO

15.14%

Shares215.3K

Event2026-03-31

Filed2026-05-01

JPM

JPMORGAN CHASE & CO

-17.50%

Shares16.8K

Event2026-03-31

Filed2026-05-01

GOLDMAN SACHS GROUP INC

-39.00%

Shares5.7K

Event2026-03-31

Filed2026-05-01

VGIT

VANGUARD SCOTTSDALE FDS

30.66%

Shares80.6K

Event2026-03-31

Filed2026-05-01

IBB

ISHARES TR

-7.25%

Shares27.5K

Event2026-03-31

Filed2026-05-01

COST

COSTCO WHOLESALE CORPORATION

-11.55%

Shares4.6K

Event2026-03-31

Filed2026-05-01

SGOV

ISHARES TR

-21.15%

Shares41.7K

Event2026-03-31

Filed2026-05-01

DEERE & CO

-0.61%

Shares7.4K

Event2026-03-31

Filed2026-05-01

SLB

SLB LIMITED

-3.39%

Shares78.2K

Event2026-03-31

Filed2026-05-01

MLPX

GLOBAL X FDS

-22.93%

Shares51.2K

Event2026-03-31

Filed2026-05-01

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares48.1K

Event2026-03-31

Filed2026-05-01

IFF

INTERNATIONAL FLAVORS&FRAGRA

-0.88%

Shares46.1K

Event2026-03-31

Filed2026-05-01

ELV

ELEVANCE HEALTH INC FORMERLY

78.27%

Shares11.0K

Event2026-03-31

Filed2026-05-01

VTEB

VANGUARD MUN BD FDS

0.00%

Shares64.6K

Event2026-03-31

Filed2026-05-01

CVS

CVS HEALTH CORP

0.65%

Shares44.4K

Event2026-03-31

Filed2026-05-01

CSRE

COHEN & STEERS ETF TRUST

51.93%

Shares114.4K

Event2026-03-31

Filed2026-05-01

VERSANT MEDIA GROUP INC

New

Shares78.5K

Event2026-03-31

Filed2026-05-01

XOM

EXXON MOBIL CORP

-0.97%

Shares17.0K

Event2026-03-31

Filed2026-05-01

PROFESIONALLY MANAGED PORTFO

-6.08%

Shares52.8K

Event2026-03-31

Filed2026-05-01

XHLF

BONDBLOXX ETF TRUST

-4.72%

Shares50.1K

Event2026-03-31

Filed2026-05-01

SNY

SANOFI SA

88.35%

Shares48.5K

Event2026-03-31

Filed2026-05-01

CHWY

CHEWY INC

47073.33%

Shares77.8K

Event2026-03-31

Filed2026-05-01

UNP

UNION PAC CORP

85.96%

Shares8.4K

Event2026-03-31

Filed2026-05-01

ABNB

AIRBNB INC

150.27%

Shares15.0K

Event2026-03-31

Filed2026-05-01

XFIV

BONDBLOXX ETF TRUST

-3.47%

Shares35.5K

Event2026-03-31

Filed2026-05-01

GBIL

GOLDMAN SACHS ETF TR

-4.03%

Shares14.6K

Event2026-03-31

Filed2026-05-01

CCJ

CAMECO CORP

0.00%

Shares13.4K

Event2026-03-31

Filed2026-05-01

INVH

INVITATION HOMES INC

New

Shares56.6K

Event2026-03-31

Filed2026-05-01

HON

HONEYWELL INTL INC

-3.41%

Shares5.7K

Event2026-03-31

Filed2026-05-01

COLGATE PALMOLIVE CO

-57.98%

Shares14.9K

Event2026-03-31

Filed2026-05-01

CVX

CHEVRON CORPORATION

-3.37%

Shares5.9K

Event2026-03-31

Filed2026-05-01

MTN

VAIL RESORTS INC

0.21%

Shares9.4K

Event2026-03-31

Filed2026-05-01

COCA COLA CO

-2.50%

Shares15.6K

Event2026-03-31

Filed2026-05-01

FSLR

FIRST SOLAR INC

0.44%

Shares5.7K

Event2026-03-31

Filed2026-05-01

DFNM

DIMENSIONAL ETF TRUST

0.00%

Shares22.7K

Event2026-03-31

Filed2026-05-01

EQT CORP

1.26%

Shares16.0K

Event2026-03-31

Filed2026-05-01

MSGS

MADISON SQUARE GRDN SPRT COR

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-01

GE AEROSPACE

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-01

GLD

SPDR GOLD TR

-2.59%

Shares1.9K

Event2026-03-31

Filed2026-05-01

DFIS

DIMENSIONAL ETF TRUST

0.00%

Shares23.1K

Event2026-03-31

Filed2026-05-01

TROW

PRICE T ROWE GROUP INC

26.30%

Shares8.3K

Event2026-03-31

Filed2026-05-01

PLTR

PALANTIR TECHNOLOGIES INC

0.51%

Shares4.9K

Event2026-03-31

Filed2026-05-01

BROADCOM INC

-0.66%

Shares2.3K

Event2026-03-31

Filed2026-05-01

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares13.2K

Event2026-03-31

Filed2026-05-01

DFAC

DIMENSIONAL ETF TRUST

1.94%

Shares17.6K

Event2026-03-31

Filed2026-05-01

GEV

GE VERNOVA INC

-4.59%

Shares748

Event2026-03-31

Filed2026-05-01

DUSA

DAVIS FUNDAMENTAL ETF TR

-5.46%

Shares12.1K

Event2026-03-31

Filed2026-05-01

SBUX

STARBUCKS CORP

8.02%

Shares6.7K

Event2026-03-31

Filed2026-05-01

AXP

AMERICAN EXPRESS CO

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-01

LAM RESEARCH CORP

-3.31%

Shares2.8K

Event2026-03-31

Filed2026-05-01

VDE

VANGUARD WORLD FD

-6.13%

Shares3.1K

Event2026-03-31

Filed2026-05-01

CTRA

COTERRA ENERGY INC

-58.19%

Shares13.8K

Event2026-03-31

Filed2026-05-01

GILD

GILEAD SCIENCES INC

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

16.81%

Shares695

Event2026-03-31

Filed2026-05-01

VISA INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-01

CSCO

CISCO SYS INC

-2.81%

Shares5.2K

Event2026-03-31

Filed2026-05-01

BKNG

BOOKING HOLDINGS INC

0.00%

Shares90

Event2026-03-31

Filed2026-05-01

TOTR

T ROWE PRICE ETF INC

-0.53%

Shares9.3K

Event2026-03-31

Filed2026-05-01

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares572

Event2026-03-31

Filed2026-05-01

WMT

WALMART INC

11.76%

Shares2.9K

Event2026-03-31

Filed2026-05-01

ADI

ANALOG DEVICES INC

-16.54%

Shares1.1K

Event2026-03-31

Filed2026-05-01

SCHP

SCHWAB STRATEGIC TR

0.00%

Shares12.5K

Event2026-03-31

Filed2026-05-01

MCD

MCDONALDS CORP

305.42%

Shares973

Event2026-03-31

Filed2026-05-01

PEP

PEPSICO INC

14.85%

Shares1.9K

Event2026-03-31

Filed2026-05-01

VTEC

VANGUARD CALIF TAX FREE FDS

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-01

DSI

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-01

DFAE

DIMENSIONAL ETF TRUST

0.00%

Shares8.4K

Event2026-03-31

Filed2026-05-01

TRV

TRAVELERS COMPANIES INC

-5.00%

Shares950

Event2026-03-31

Filed2026-05-01

VGSH

VANGUARD SCOTTSDALE FDS

New

Shares4.2K

Event2026-03-31

Filed2026-05-01

ITW

ILLINOIS TOOL WKS INC

-0.56%

Shares880

Event2026-03-31

Filed2026-05-01

AFL

AFLAC INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-01

BIV

VANGUARD BD INDEX FDS

-8.47%

Shares2.8K

Event2026-03-31

Filed2026-05-01

SCHO

SCHWAB STRATEGIC TR

0.00%

Shares8.9K

Event2026-03-31

Filed2026-05-01

IWB

ISHARES TR

0.00%

Shares550

Event2026-03-31

Filed2026-05-01

COP

CONOCOPHILLIPS

-2.14%

Shares1.5K

Event2026-03-31

Filed2026-05-01

AMGN

AMGEN INC

0.00%

Shares530

Event2026-03-31

Filed2026-05-01

TMSL

T ROWE PRICE ETF INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-01

BLACKROCK INC

-7.32%

Shares190

Event2026-03-31

Filed2026-05-01

MASTERCARD INCORPORATED

0.00%

Shares364

Event2026-03-31

Filed2026-05-01

CNQ

CANADIAN NAT RES LTD MED TER

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-01

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares375

Event2026-03-31

Filed2026-05-01

BSV

VANGUARD BD INDEX FDS

New

Shares2.2K

Event2026-03-31

Filed2026-05-01

HRL

HORMEL FOODS CORP

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-01

MERCK & CO INC

-15.15%

Shares1.4K

Event2026-03-31

Filed2026-05-01

TPYP

TORTOISE CAPITAL SERIES TRUS

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-01

AEP

AMERICAN ELEC PWR CO INC

-1.04%

Shares1.2K

Event2026-03-31

Filed2026-05-01

HOME DEPOT INC

-3.00%

Shares485

Event2026-03-31

Filed2026-05-01

PROCTER & GAMBLE CO

56.90%

Shares1.1K

Event2026-03-31

Filed2026-05-01

LINDE PLC

-6.06%

Shares310

Event2026-03-31

Filed2026-05-01

BIL

SPDR SERIES TRUST

-36.94%

Shares1.6K

Event2026-03-31

Filed2026-05-01

MMM

3M CO

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-01

AMT

AMERICAN TOWER CORP

0.00%

Shares825

Event2026-03-31

Filed2026-05-01

VUSB

VANGUARD BD INDEX FDS

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-01

QCOM

QUALCOMM INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-01

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares275

Event2026-03-31

Filed2026-05-01

EMR

EMERSON ELEC CO

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-01

JCI

JOHNSON CONTROLS INTERNATION

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-01

CRM

SALESFORCE INC

0.00%

Shares677

Event2026-03-31

Filed2026-05-01

NYT

NEW YORK TIMES CO MTN BE

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-01

FELG

FIDELITY COVINGTON TRUST

New

Shares3.3K

Event2026-03-31

Filed2026-05-01

PAYX

PAYCHEX INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-01

IBM

INTERNATIONAL BUSINESS MACHS

-20.83%

Shares475

Event2026-03-31

Filed2026-05-01

PANW

PALO ALTO NETWORKS INC

0.00%

Shares700

Event2026-03-31

Filed2026-05-01

SOLSTICE ADVANCED MATLS INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-01

CONSOLIDATED EDISON INC

0.00%

Shares971

Event2026-03-31

Filed2026-05-01

HIMS

HIMS & HERS HEALTH INC

72.97%

Shares5.3K

Event2026-03-31

Filed2026-05-01

SNPS

SYNOPSYS INC

-1.79%

Shares275

Event2026-03-31

Filed2026-05-01

AT&T INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-01

DHI

D R HORTON INC

0.00%

Shares775

Event2026-03-31

Filed2026-05-01

VYM

VANGUARD WHITEHALL FDS

-57.83%

Shares700

Event2026-03-31

Filed2026-05-01

DFAR

DIMENSIONAL ETF TRUST

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-01

VERIZON COMMUNICATIONS INC

-93.45%

Shares2.0K

Event2026-03-31

Filed2026-05-01

LMT

LOCKHEED MARTIN CORP

10.00%

Shares165

Event2026-03-31

Filed2026-05-01

TJX

TJX COS INC NEW

0.00%

Shares600

Event2026-03-31

Filed2026-05-01

NEE

NEXTERA ENERGY INC

-13.04%

Shares1.0K

Event2026-03-31

Filed2026-05-01

TSLA

TESLA INC

2.07%

Shares247

Event2026-03-31

Filed2026-05-01

NBIS

NEBIUS GROUP N.V.

0.00%

Shares875

Event2026-03-31

Filed2026-05-01

OKE

ONEOK INC NEW

New

Shares1.0K

Event2026-03-31

Filed2026-05-01

AMD

ADVANCED MICRO DEVICES INC

3.61%

Shares430

Event2026-03-31

Filed2026-05-01

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-01

DHR

DANAHER CORP DEL

0.00%

Shares450

Event2026-03-31

Filed2026-05-01

EEM

ISHARES TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-01

LNG

CHENIERE ENERGY INC

0.00%

Shares300

Event2026-03-31

Filed2026-05-01

IWM

ISHARES TR

New

Shares339

Event2026-03-31

Filed2026-05-01

ISHARES GOLD TR

0.00%

Shares920

Event2026-03-31

Filed2026-05-01

UAL

UNITED AIRLS HLDGS INC

0.00%

Shares880

Event2026-03-31

Filed2026-05-01

BDX

BECTON DICKINSON & CO

0.00%

Shares500

Event2026-03-31

Filed2026-05-01

UNH

UNITEDHEALTH GROUP INC

0.00%

Shares290

Event2026-03-31

Filed2026-05-01

ABT

ABBOTT LABORATORIES

New

Shares750

Event2026-03-31

Filed2026-05-01

APD

AIR PRODUCTS AND CHEMICALS I

0.00%

Shares250

Event2026-03-31

Filed2026-05-01

DVN

DEVON ENERGY CORP NEW

-51.11%

Shares1.4K

Event2026-03-31

Filed2026-05-01

IJH

ISHARES TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-01

VRSK

VERISK ANALYTICS INC

0.00%

Shares375

Event2026-03-31

Filed2026-05-01

GPC

GENUINE PARTS CO

0.00%

Shares666

Event2026-03-31

Filed2026-05-01

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-01

SCHH

SCHWAB STRATEGIC TR

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-01

SYK

STRYKER CORPORATION

0.00%

Shares200

Event2026-03-31

Filed2026-05-01

IVV

ISHARES TR

0.00%

Shares100

Event2026-03-31

Filed2026-05-01

SHM

SPDR SERIES TRUST

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-01

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-01

GEHC

GE HEALTHCARE TECHNOLOGIES I

0.00%

Shares840

Event2026-03-31

Filed2026-05-01

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-01

KMI

KINDER MORGAN INC DEL

218.18%

Shares1.8K

Event2026-03-31

Filed2026-05-01

UNILEVER PLC

New

Shares1.0K

Event2026-03-31

Filed2026-05-01

USB

US BANCORP

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-01

VYMI

VANGUARD WHITEHALL FDS

0.00%

Shares606

Event2026-03-31

Filed2026-05-01

RIG

TRANSOCEAN LTD

-30.04%

Shares8.5K

Event2026-03-31

Filed2026-05-01

TRP

TC ENERGY CORP

New

Shares900

Event2026-03-31

Filed2026-05-01

ADBE

ADOBE INC

0.00%

Shares230

Event2026-03-31

Filed2026-05-01

SHEL

SHELL PLC

500.00%

Shares600

Event2026-03-31

Filed2026-05-01

TRMB

TRIMBLE INC

0.00%

Shares850

Event2026-03-31

Filed2026-05-01

LLY

ELI LILLY & CO

-26.83%

Shares60

Event2026-03-31

Filed2026-05-01

OAKM

HARRIS OAKMARK ETF TRUST

100.00%

Shares2.0K

Event2026-03-31

Filed2026-05-01

ENB

ENBRIDGE INC

New

Shares995

Event2026-03-31

Filed2026-05-01

INTC

INTEL CORP

2.13%

Shares1.2K

Event2026-03-31

Filed2026-05-01

IXUS

ISHARES TR

0.00%

Shares594

Event2026-03-31

Filed2026-05-01

SHOO

MADDEN STEVEN LTD

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-01

VPU

VANGUARD WORLD FD

0.00%

Shares255

Event2026-03-31

Filed2026-05-01

SPG

SIMON PPTY GROUP INC NEW

New

Shares270

Event2026-03-31

Filed2026-05-01

FBIN

FORTUNE BRANDS INNOVATIONS I

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-01

NFLX

NETFLIX INC.

-3.77%

Shares510

Event2026-03-31

Filed2026-05-01

IEMG

ISHARES INC

New

Shares700

Event2026-03-31

Filed2026-05-01

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares610

Event2026-03-31

Filed2026-05-01

TE CONNECTIVITY PLC

0.00%

Shares225

Event2026-03-31

Filed2026-05-01

URNM

SPROTT FDS TR

0.00%

Shares725

Event2026-03-31

Filed2026-05-01

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-01

GSK PLC

New

Shares800

Event2026-03-31

Filed2026-05-01

TDW

TIDEWATER INC NEW

0.00%

Shares525

Event2026-03-31

Filed2026-05-01

DOMINION ENERGY INC

New

Shares700

Event2026-03-31

Filed2026-05-01

PHILIP MORRIS INTL INC

0.00%

Shares250

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

0.00%

Shares139

Event2026-03-31

Filed2026-05-01

LOW

LOWES COS INC

166.67%

Shares160

Event2026-03-31

Filed2026-05-01

REZI

RESIDEO TECHNOLOGIES INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-01

ADSK

AUTODESK INC

0.00%

Shares150

Event2026-03-31

Filed2026-05-01

GDXJ

VANECK ETF TRUST

-17.14%

Shares290

Event2026-03-31

Filed2026-05-01

EIX

EDISON INTL

-5.00%

Shares475

Event2026-03-31

Filed2026-05-01

AFRM

AFFIRM HLDGS INC

42.45%

Shares755

Event2026-03-31

Filed2026-05-01

DFSE

DIMENSIONAL ETF TRUST

0.00%

Shares800

Event2026-03-31

Filed2026-05-01

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-01

IEFA

ISHARES TR

0.00%

Shares350

Event2026-03-31

Filed2026-05-01

KBWB

INVESCO EXCH TRADED FD TR II

0.00%

Shares400

Event2026-03-31

Filed2026-05-01

STRL

STERLING INFRASTRUCTURE INC

0.00%

Shares75

Event2026-03-31

Filed2026-05-01

STZ

CONSTELLATION BRANDS INC

0.00%

Shares200

Event2026-03-31

Filed2026-05-01

INTERNATIONAL PAPER CO

0.00%

Shares800

Event2026-03-31

Filed2026-05-01

WAT

WATERS CORP

New

Shares94

Event2026-03-31

Filed2026-05-01

SCHB

SCHWAB STRATEGIC TR

0.09%

Shares1.1K

Event2026-03-31

Filed2026-05-01

FNDB

SCHWAB STRATEGIC TR

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-01

ASML

ASML HLDG NV

0.00%

Shares20

Event2026-03-31

Filed2026-05-01

GIS

GENERAL MILLS INC

0.00%

Shares700

Event2026-03-31

Filed2026-05-01

MEDTRONIC PLC

New

Shares300

Event2026-03-31

Filed2026-05-01

PYPL

PAYPAL HLDGS INC

0.00%

Shares550

Event2026-03-31

Filed2026-05-01

AVB

AVALONBAY CMNTYS INC

0.00%

Shares150

Event2026-03-31

Filed2026-05-01

NU HLDGS LTD

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-01

DFGR

DIMENSIONAL ETF TRUST

0.00%

Shares905

Event2026-03-31

Filed2026-05-01

SOFI

SOFI TECHNOLOGIES INC

7.14%

Shares1.5K

Event2026-03-31

Filed2026-05-01

XLK

SELECT SECTOR SPDR TR

-49.86%

Shares176

Event2026-03-31

Filed2026-05-01

GGAL

GRUPO FINANCIERO GALICIA S.A

-28.57%

Shares500

Event2026-03-31

Filed2026-05-01

HIG

HARTFORD INSURANCE GROUP INC

0.00%

Shares172

Event2026-03-31

Filed2026-05-01

WASTE MGMT INC DEL

0.00%

Shares100

Event2026-03-31

Filed2026-05-01

FTV

FORTIVE CORP

0.00%

Shares400

Event2026-03-31

Filed2026-05-01

YUM

YUM BRANDS INC

250.00%

Shares140

Event2026-03-31

Filed2026-05-01

VBR

VANGUARD INDEX FDS

0.00%

Shares100

Event2026-03-31

Filed2026-05-01

DVYE

ISHARES INC

0.00%

Shares625

Event2026-03-31

Filed2026-05-01

CAT

CATERPILLAR INC

0.00%

Shares30

Event2026-03-31

Filed2026-05-01

RTX

RTX CORPORATION

0.00%

Shares110

Event2026-03-31

Filed2026-05-01

CAH

CARDINAL HEALTH INC

0.00%

Shares100

Event2026-03-31

Filed2026-05-01

SCHE

SCHWAB STRATEGIC TR

0.00%

Shares613

Event2026-03-31

Filed2026-05-01

TUR

ISHARES INC

-16.67%

Shares500

Event2026-03-31

Filed2026-05-01

BOEING CO

0.00%

Shares95

Event2026-03-31

Filed2026-05-01

INVESCO QQQ TR

-43.86%

Shares32

Event2026-03-31

Filed2026-05-01

CLX

CLOROX CO DEL

0.00%

Shares175

Event2026-03-31

Filed2026-05-01

KMX

CARMAX INC

0.00%

Shares435

Event2026-03-31

Filed2026-05-01

DAL

DELTA AIR LINES INC

0.00%

Shares250

Event2026-03-31

Filed2026-05-01

SOLV

SOLVENTUM CORP

0.00%

Shares250

Event2026-03-31

Filed2026-05-01

NVO

NOVO-NORDISK A S

482.67%

Shares437

Event2026-03-31

Filed2026-05-01

VGT

VANGUARD WORLD FD

-48.89%

Shares23

Event2026-03-31

Filed2026-05-01

CVE

CENOVUS ENERGY INC

0.00%

Shares600

Event2026-03-31

Filed2026-05-01

EMN

EASTMAN CHEM CO

0.00%

Shares200

Event2026-03-31

Filed2026-05-01

OUSTER INC

100.00%

Shares800

Event2026-03-31

Filed2026-05-01

CANADIAN IMPERIAL BANK OF CO

-41.86%

Shares150

Event2026-03-31

Filed2026-05-01

RRC

RANGE RES CORP

-50.00%

Shares300

Event2026-03-31

Filed2026-05-01

BLOOM ENERGY CORP

0.00%

Shares100

Event2026-03-31

Filed2026-05-01

VLTO

VERALTO CORP

0.00%

Shares150

Event2026-03-31

Filed2026-05-01

IGR

CBRE GBL REAL ESTATE INC FD

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-01

AVAV

AEROVIRONMENT INC

New

Shares70

Event2026-03-31

Filed2026-05-01

CHE

CHEMED CORP NEW

-48.48%

Shares34

Event2026-03-31

Filed2026-05-01

VGZ

VISTA GOLD CORP

14.81%

Shares6.0K

Event2026-03-31

Filed2026-05-01

BAX

BAXTER INTL INC

0.00%

Shares700

Event2026-03-31

Filed2026-05-01

CTVA

CORTEVA INC

-47.37%

Shares140

Event2026-03-31

Filed2026-05-01

QCLN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares250

Event2026-03-31

Filed2026-05-01

BITMINE IMMERSION TECNOLOGIE

100.00%

Shares550

Event2026-03-31

Filed2026-05-01

MBC

MASTERBRAND INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-01

NTR

NUTRIEN LTD

-99.57%

Shares138

Event2026-03-31

Filed2026-05-01

ABCL

ABCELLERA BIOLOGICS INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-01

LUV

SOUTHWEST AIRLS CO

0.00%

Shares258

Event2026-03-31

Filed2026-05-01

CSNR

COHEN & STEERS ETF TRUST

150.00%

Shares250

Event2026-03-31

Filed2026-05-01

GLXY

GALAXY DIGITAL INC.

25.00%

Shares500

Event2026-03-31

Filed2026-05-01

WPC

WP CAREY INC

0.00%

Shares134

Event2026-03-31

Filed2026-05-01

TEM

TEMPUS AI INC

0.00%

Shares200

Event2026-03-31

Filed2026-05-01

ETSY

ETSY INC

-16.99%

Shares171

Event2026-03-31

Filed2026-05-01

TSLX

SIXTH STREET SPECIALTY LENDI

0.00%

Shares450

Event2026-03-31

Filed2026-05-01

AWK

AMERICAN WTR WKS CO INC NEW

0.00%

Shares60

Event2026-03-31

Filed2026-05-01

ALPS ETF TR

0.00%

Shares153

Event2026-03-31

Filed2026-05-01

ZETA

ZETA GLOBAL HOLDINGS CORP

0.00%

Shares500

Event2026-03-31

Filed2026-05-01

GENERAL MTRS CO

0.00%

Shares103

Event2026-03-31

Filed2026-05-01

ORCL

ORACLE CORP

0.00%

Shares50

Event2026-03-31

Filed2026-05-01

FORD MTR CO

0.00%

Shares597

Event2026-03-31

Filed2026-05-01

KIM

KIMCO REALTY CORP

0.00%

Shares300

Event2026-03-31

Filed2026-05-01

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares124

Event2026-03-31

Filed2026-05-01

NFG

NATIONAL FUEL GAS CO

0.00%

Shares70

Event2026-03-31

Filed2026-05-01

WDAY

WORKDAY INC

0.00%

Shares50

Event2026-03-31

Filed2026-05-01

DFSI

DIMENSIONAL ETF TRUST

0.00%

Shares150

Event2026-03-31

Filed2026-05-01

SPYV

SPDR SERIES TRUST

0.00%

Shares112

Event2026-03-31

Filed2026-05-01

PBR

PETROLEO BRASILEIRO S A

0.00%

Shares300

Event2026-03-31

Filed2026-05-01

XYZ

BLOCK INC

-5.66%

Shares100

Event2026-03-31

Filed2026-05-01

RAL

RALLIANT CORP

0.00%

Shares133

Event2026-03-31

Filed2026-05-01

TOST

TOAST INC

0.00%

Shares200

Event2026-03-31

Filed2026-05-01

XLV

SELECT SECTOR SPDR TR

New

Shares35

Event2026-03-31

Filed2026-05-01

SCHF

SCHWAB STRATEGIC TR

-49.44%

Shares180

Event2026-03-31

Filed2026-05-01

XLP

SELECT SECTOR SPDR TR

New

Shares50

Event2026-03-31

Filed2026-05-01

IVT

INVENTRUST PPTYS CORP

0.00%

Shares130

Event2026-03-31

Filed2026-05-01

GSBD

GOLDMAN SACHS BDC INC

0.00%

Shares350

Event2026-03-31

Filed2026-05-01

XIFR

XPLR INFRASTRUCTURE LP

0.00%

Shares270

Event2026-03-31

Filed2026-05-01

ECC

EAGLE POINT CREDIT COMPANY I

0.00%

Shares750

Event2026-03-31

Filed2026-05-01

ODD

ODDITY TECH LTD

New

Shares195

Event2026-03-31

Filed2026-05-01

LUCID GROUP INC

0.00%

Shares260

Event2026-03-31

Filed2026-05-01

MRNA

MODERNA INC

0.00%

Shares45

Event2026-03-31

Filed2026-05-01

HRB

BLOCK H & R INC

New

Shares66

Event2026-03-31

Filed2026-05-01

YUMC

YUM CHINA HLDGS INC

0.00%

Shares40

Event2026-03-31

Filed2026-05-01

SPOT

SPOTIFY TECHNOLOGY S A

0.00%

Shares4

Event2026-03-31

Filed2026-05-01

ALB

ALBEMARLE CORP

-66.67%

Shares10

Event2026-03-31

Filed2026-05-01

VTV

VANGUARD INDEX FDS

0.00%

Shares8

Event2026-03-31

Filed2026-05-01

TTD

THE TRADE DESK INC

-49.60%

Shares63

Event2026-03-31

Filed2026-05-01

EPAM

EPAM SYS INC

0.00%

Shares10

Event2026-03-31

Filed2026-05-01

PINS

PINTEREST INC

0.00%

Shares60

Event2026-03-31

Filed2026-05-01

IFN

ABERDEEN INDIA FD INC

0.00%

Shares88

Event2026-03-31

Filed2026-05-01

SHOP

SHOPIFY INC

0.00%

Shares8

Event2026-03-31

Filed2026-05-01

EMBC

EMBECTA CORP

0.00%

Shares100

Event2026-03-31

Filed2026-05-01

RIVN

RIVIAN AUTOMOTIVE INC

0.00%

Shares50

Event2026-03-31

Filed2026-05-01

TGT

TARGET CORP

0.00%

Shares6

Event2026-03-31

Filed2026-05-01

RACE

FERRARI N V

0.00%

Shares2

Event2026-03-31

Filed2026-05-01

DASH

DOORDASH INC

0.00%

Shares4

Event2026-03-31

Filed2026-05-01

NKE

NIKE INC

0.00%

Shares10

Event2026-03-31

Filed2026-05-01

ELF

E L F BEAUTY INC

0.00%

Shares8

Event2026-03-31

Filed2026-05-01

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares2

Event2026-03-31

Filed2026-05-01

SEDG

SOLAREDGE TECHNOLOGIES INC

0.00%

Shares5

Event2026-03-31

Filed2026-05-01

RYLD

GLOBAL X FDS

0.00%

Shares15

Event2026-03-31

Filed2026-05-01

SNAP

SNAP INC

0.00%

Shares41

Event2026-03-31

Filed2026-05-01

PARAMOUNT SKYDANCE CORP

0.00%

Shares20

Event2026-03-31

Filed2026-05-01

INOVIO PHARMACEUTICALS INC

0.00%

Shares83

Event2026-03-31

Filed2026-05-01

TAP

MOLSON COORS BEVERAGE CO

0.00%

Shares3

Event2026-03-31

Filed2026-05-01

DECK

DECKERS OUTDOOR CORP

0.00%

Shares1

Event2026-03-31

Filed2026-05-01

NLOP

NET LEASE OFFICE PROPERTIES

0.00%

Shares8

Event2026-03-31

Filed2026-05-01

HAL

HALLIBURTON CO

-99.91%

Shares2

Event2026-03-31

Filed2026-05-01

CURB

CURBLINE PPTYS CORP

0.00%

Shares2

Event2026-03-31

Filed2026-05-01

VTRS

VIATRIS INC

0.00%

Shares3

Event2026-03-31

Filed2026-05-01

OGN

ORGANON & CO

New

Shares5

Event2026-03-31

Filed2026-05-01

SITE CTRS CORP

0.00%

Shares1

Event2026-03-31

Filed2026-05-01

Call Option Holdings

No call option holdings data available

Put Option Holdings

SPY Put PutSTATE STR SPDR S&P 500 ETF T1.2K sharesnew addition2026-03-312026-05-01

SPY Put

STATE STR SPDR S&P 500 ETF T

New

Shares1.2K

Event2026-03-31

Filed2026-05-01