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

Currently, Bogart Wealth, LLC holds 1818 types of securities in its portfolio with a total value $2.6B. In the most recent quarter, they have increased their positions in VEA (+663.9K shares, valued at $42.5M), ACWI (+121.8K shares, valued at $16.9M), N/A (+36.5K shares, valued at $11.3M); decreased their positions in XOM (-169.1K shares, valued at $28.7M), PRU (-103.6K shares, valued at $10.1M), GS (-10.6K shares, valued at $9.0M); initiated new positions in N/A (+8.9K shares, valued at $312.9K), SCO (+23.0K shares, valued at $191.4K), FLDR (+3.5K shares, valued at $175.2K).

1M P&L

+73.9M+2.96%

3M P&L

+78.5M+3.15%

HY P&L

+236.8M+10.15%

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

Top Holding Treemap

Top Industries by Value

1N/A1.3B

55.3%

2Oil & Gas Integrated220.2M

9.5%

3Drug Manufacturers - General60.6M

2.6%

Top Industries by Stock Count

1N/A485 stocks

29.1%

2Software - Application56 stocks

3.4%

3Software - Infrastructure41 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

XOM EXXON MOBIL CORP COM1.2M shares-12.21%2026-03-312026-04-28

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF250.8K shares1.79%2026-03-312026-04-28

ACWI ISHARES MSCI ACWI ETF1.0M shares13.39%2026-03-312026-04-28

BND VANGUARD TOTAL BOND MARKET ETF1.5M shares-4.19%2026-03-312026-04-28

CGDV CAPITAL GROUP DIVIDEND VALUE ETF2.4M shares0.80%2026-03-312026-04-28

UITB VICTORYSHARES CORE INTERMEDIATE BOND ETF2.1M shares3.56%2026-03-312026-04-28

JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF1.2M shares1.23%2026-03-312026-04-28

RECS COLUMBIA RESEARCH ENHANCED CORE ETF2.3M shares2.03%2026-03-312026-04-28

Sponsored

JCPB JPMORGAN CORE PLUS BOND ETF1.6M shares3.95%2026-03-312026-04-28

FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF1.9M shares0.18%2026-03-312026-04-28

QQQM INVESCO NASDAQ 100 ETF266.9K shares1.03%2026-03-312026-04-28

XLG INVESCO S&P 500 TOP 50 ETF1.1M shares2.31%2026-03-312026-04-28

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF722.2K shares-0.35%2026-03-312026-04-28

IEF ISHARES 7-10 YEAR TREASURY BOND ETF528.3K shares3.93%2026-03-312026-04-28

AUSF GLOBAL X ADAPTIVE U.S. FACTOR ETF967.6K shares1.08%2026-03-312026-04-28

VEA VANGUARD FTSE DEVELOPED MARKETS ETF666.9K shares22129.53%2026-03-312026-04-28

Sponsored

AVEM AVANTIS EMERGING MARKETS EQUITY ETF433.0K shares-0.18%2026-03-312026-04-28

AAPL APPLE INC COM135.0K shares0.58%2026-03-312026-04-28

NVDA NVIDIA CORPORATION COM169.1K shares6.34%2026-03-312026-04-28

MSFT MICROSOFT CORP COM73.1K shares17.24%2026-03-312026-04-28

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A91.4K shares0.57%2026-03-312026-04-28

BROADCOM INC COM BROADCOM INC COM70.7K shares106.57%2026-03-312026-04-28

AMZN AMAZON COM INC COM87.0K shares0.50%2026-03-312026-04-28

CSCO CISCO SYS INC COM231.4K shares1.58%2026-03-312026-04-28

Sponsored

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF602.5K shares7.65%2026-03-312026-04-28

IBM INTERNATIONAL BUSINESS MACHS COM71.9K shares52.77%2026-03-312026-04-28

CME CME GROUP INC COM58.8K shares2.50%2026-03-312026-04-28

PANW PALO ALTO NETWORKS INC COM101.7K shares28.74%2026-03-312026-04-28

V VISA INC COM CL A51.4K shares-23.19%2026-03-312026-04-28

META META PLATFORMS INC CL A26.7K shares1.21%2026-03-312026-04-28

NFLX NETFLIX INC. COM158.7K shares14.25%2026-03-312026-04-28

ASML ASML HLDG NV N Y REGISTRY SHS11.5K shares14.13%2026-03-312026-04-28

Sponsored

SPGI S&P GLOBAL INC COM35.5K shares2.32%2026-03-312026-04-28

VZ VERIZON COMMUNICATIONS INC COM288.7K shares4.69%2026-03-312026-04-28

KMI KINDER MORGAN INC DEL COM430.8K shares2.26%2026-03-312026-04-28

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I24.5K shares4.80%2026-03-312026-04-28

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW105.8K shares4.03%2026-03-312026-04-28

PFE PFIZER INC COM486.5K shares3.47%2026-03-312026-04-28

PM PHILIP MORRIS INTL INC COM82.3K shares46.45%2026-03-312026-04-28

TGT TARGET CORP COM111.0K shares41.85%2026-03-312026-04-28

Sponsored

HPE HEWLETT PACKARD ENTERPRISE CO COM562.1K shares54.41%2026-03-312026-04-28

PNC PNC FINL SVCS GROUP INC COM63.7K shares0.30%2026-03-312026-04-28

DLR DIGITAL RLTY TR INC COM72.7K shares4.09%2026-03-312026-04-28

CVX CHEVRON CORPORATION COM63.0K shares-29.64%2026-03-312026-04-28

DTE DTE ENERGY CO COM85.5K shares58.14%2026-03-312026-04-28

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF408.8K shares-4.20%2026-03-312026-04-28

VRTX VERTEX PHARMACEUTICALS INC COM27.2K shares0.07%2026-03-312026-04-28

PCAR PACCAR INC COM104.3K shares-28.32%2026-03-312026-04-28

Sponsored

TFC TRUIST FINL CORP COM259.3K shares2.16%2026-03-312026-04-28

AMAT APPLIED MATLS INC COM34.4K shares-36.42%2026-03-312026-04-28

EME EMCOR GROUP INC COM15.9K shares27.57%2026-03-312026-04-28

LLY ELI LILLY & CO COM12.7K shares26.04%2026-03-312026-04-28

MEDTRONIC PLC SHS MEDTRONIC PLC SHS130.4K shares2.82%2026-03-312026-04-28

MA MASTERCARD INCORPORATED CL A21.7K shares2.60%2026-03-312026-04-28

GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM31.2K shares1.85%2026-03-312026-04-28

JPM JPMORGAN CHASE & CO COM36.3K shares3.03%2026-03-312026-04-28

Sponsored

PWR QUANTA SVCS INC COM19.1K shares1.33%2026-03-312026-04-28

JNJ JOHNSON & JOHNSON COM42.5K shares-16.59%2026-03-312026-04-28

MELI MERCADOLIBRE INC COM6.0K shares2.51%2026-03-312026-04-28

COST COSTCO WHOLESALE CORPORATION COM10.0K shares-27.42%2026-03-312026-04-28

EMR EMERSON ELEC CO COM75.4K shares1.88%2026-03-312026-04-28

WMB WILLIAMS COS INC COM129.4K shares1.79%2026-03-312026-04-28

GILD GILEAD SCIENCES INC COM67.4K shares0.41%2026-03-312026-04-28

LMT LOCKHEED MARTIN CORP COM15.4K shares-41.88%2026-03-312026-04-28

Sponsored

ABBV ABBVIE INC COM42.4K shares887.47%2026-03-312026-04-28

SCHF SCHWAB INTERNATIONAL EQUITY ETF369.9K shares-3.87%2026-03-312026-04-28

T AT&T INC COM314.7K shares4.55%2026-03-312026-04-28

ADP AUTOMATIC DATA PROCESSING INC COM43.0K shares57.21%2026-03-312026-04-28

SPG SIMON PPTY GROUP INC NEW COM46.3K shares1.50%2026-03-312026-04-28

WMT WALMART INC COM69.3K shares-29.34%2026-03-312026-04-28

D DOMINION ENERGY INC COM138.2K shares2.92%2026-03-312026-04-28

PG PROCTER & GAMBLE CO COM58.3K shares-27.47%2026-03-312026-04-28

Sponsored

BLACKROCK INC COM BLACKROCK INC COM8.7K shares23.08%2026-03-312026-04-28

ORI OLD REP INTL CORP COM205.5K shares2.57%2026-03-312026-04-28

RSG REPUBLIC SVCS INC COM36.9K shares2.41%2026-03-312026-04-28

HD HOME DEPOT INC COM23.3K shares-16.53%2026-03-312026-04-28

ISRG INTUITIVE SURGICAL INC COM NEW16.2K shares-0.14%2026-03-312026-04-28

MCK MCKESSON CORP COM8.6K shares7040.83%2026-03-312026-04-28

SNPS SYNOPSYS INC COM18.5K shares19.88%2026-03-312026-04-28

SHOP SHOPIFY INC CL A SUB VTG SHS61.8K shares19.76%2026-03-312026-04-28

Sponsored

MU MICRON TECHNOLOGY INC COM21.5K shares1851.54%2026-03-312026-04-28

VICI VICI PPTYS INC COM265.2K shares6.75%2026-03-312026-04-28

GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX43.4K shares5.03%2026-03-312026-04-28

PODD INSULET CORP COM33.8K shares-14.55%2026-03-312026-04-28

KLAC KLA CORP COM NEW4.8K shares-1.86%2026-03-312026-04-28

UBER UBER TECHNOLOGIES INC COM98.0K shares3.47%2026-03-312026-04-28

PHM PULTE GROUP INC COM59.7K shares3.32%2026-03-312026-04-28

ADSK AUTODESK INC COM27.3K shares3.03%2026-03-312026-04-28

Sponsored

SYK STRYKER CORPORATION COM19.8K shares4.92%2026-03-312026-04-28

KO COCA COLA CO COM82.3K shares1.76%2026-03-312026-04-28

VEEV VEEVA SYS INC CL A COM34.4K shares4.14%2026-03-312026-04-28

SCHZ SCHWAB US AGGREGATE BOND ETF258.6K shares3.45%2026-03-312026-04-28

AMGN AMGEN INC COM17.0K shares1.23%2026-03-312026-04-28

ADI ANALOG DEVICES INC COM18.5K shares0.93%2026-03-312026-04-28

VTI VANGUARD TOTAL STOCK MARKET ETF17.3K shares0.89%2026-03-312026-04-28

AME AMETEK INC COM25.8K shares1.05%2026-03-312026-04-28

Sponsored

INTU INTUIT COM12.0K shares7.26%2026-03-312026-04-28

VCRB VANGUARD CORE BOND ETF65.6K shares8.42%2026-03-312026-04-28

XEL XCEL ENERGY INC COM63.3K shares4.08%2026-03-312026-04-28

SCHE SCHWAB EMERGING MARKETS EQUITY ETF151.8K shares23.54%2026-03-312026-04-28

IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF61.6K shares15487.59%2026-03-312026-04-28

TMO THERMO FISHER SCIENTIFIC INC COM9.1K shares4.50%2026-03-312026-04-28

RMD RESMED INC COM18.8K shares4.47%2026-03-312026-04-28

FLCB FRANKLIN U.S CORE BOND ETF192.5K shares4.01%2026-03-312026-04-28

Sponsored

AMT AMERICAN TOWER CORP COM23.3K shares6.84%2026-03-312026-04-28

RY ROYAL BK CDA COM19.7K shares0.01%2026-03-312026-04-28

IWF ISHARES RUSSELL 1000 GROWTH ETF7.3K shares10.63%2026-03-312026-04-28

CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF46.1K shares11.53%2026-03-312026-04-28

GLD SPDR GOLD SHARES5.2K shares-19.10%2026-03-312026-04-28

ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF43.7K shares4.50%2026-03-312026-04-28

MO ALTRIA GROUP INC COM33.2K shares0.70%2026-03-312026-04-28

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF14.8K shares0.91%2026-03-312026-04-28

Sponsored

IVV ISHARES CORE S&P 500 ETF2.9K shares11.36%2026-03-312026-04-28

ORCL ORACLE CORP COM11.8K shares1.34%2026-03-312026-04-28

SCHB SCHWAB U.S. BROAD MARKET ETF68.1K shares15.42%2026-03-312026-04-28

EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF33.5K shares-18.87%2026-03-312026-04-28

ESGU ISHARES ESG AWARE MSCI USA ETF10.8K shares-22.57%2026-03-312026-04-28

SCHD SCHWAB US DIVIDEND EQUITY ETF47.9K shares28.50%2026-03-312026-04-28

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C4.9K shares14.12%2026-03-312026-04-28

VGT VANGUARD INFORMATION TECHNOLOGY ETF1.9K shares12.25%2026-03-312026-04-28

Sponsored

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF8.7K shares0.10%2026-03-312026-04-28

IWD ISHARES RUSSELL 1000 VALUE ETF6.0K shares27.18%2026-03-312026-04-28

FLQL FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF18.3K shares0.00%2026-03-312026-04-28

SPY STATE STREET SPDR S&P 500 ETF1.9K shares6.67%2026-03-312026-04-28

VUG VANGUARD GROWTH ETF2.8K shares-23.67%2026-03-312026-04-28

CAT CATERPILLAR INC COM1.7K shares0.24%2026-03-312026-04-28

TSLA TESLA INC COM3.1K shares169.50%2026-03-312026-04-28

EPD ENTERPRISE PRODS PARTNERS L P COM28.8K shares0.09%2026-03-312026-04-28

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ISHARES GOLD TRUST ISHARES GOLD TRUST11.1K shares0.00%2026-03-312026-04-28

BNS BANK NOVA SCOTIA B C COM13.7K shares0.00%2026-03-312026-04-28

IJH ISHARES CORE S&P MID-CAP ETF13.3K shares0.42%2026-03-312026-04-28

MERCK & CO INC COM MERCK & CO INC COM7.3K shares1.45%2026-03-312026-04-28

QQQI NEOS NASDAQ 100 HIGH INCOME ETF17.6K shares2465.45%2026-03-312026-04-28

NOC NORTHROP GRUMMAN CORP COM1.3K shares0.24%2026-03-312026-04-28

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW1.8K shares4.18%2026-03-312026-04-28

QUAL ISHARES MSCI USA QUALITY FACTOR ETF4.2K shares25.42%2026-03-312026-04-28

Sponsored

SCYB SCHWAB HIGH YIELD BOND ETF30.5K shares4.99%2026-03-312026-04-28

ROP ROPER TECHNOLOGIES INC COM2.2K shares0.59%2026-03-312026-04-28

EATON CORP PLC SHS EATON CORP PLC SHS2.2K shares1.35%2026-03-312026-04-28

EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF8.3K shares0.00%2026-03-312026-04-28

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A3.8K shares656.75%2026-03-312026-04-28

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF10.8K shares48.12%2026-03-312026-04-28

SLV ISHARES SILVER TRUST10.7K shares-26.03%2026-03-312026-04-28

VONG VANGUARD RUSSELL 1000 GROWTH ETF6.6K shares1.56%2026-03-312026-04-28

Sponsored

SCHM SCHWAB U.S. MID-CAP ETF23.4K shares-25.26%2026-03-312026-04-28

IWB ISHARES RUSSELL 1000 ETF2.0K shares0.00%2026-03-312026-04-28

PLTR PALANTIR TECHNOLOGIES INC CL A4.7K shares15.67%2026-03-312026-04-28

VTV VANGUARD VALUE ETF3.5K shares5.55%2026-03-312026-04-28

IJR ISHARES CORE S&P SMALL CAP ETF5.5K shares6.64%2026-03-312026-04-28

VFH VANGUARD FINANCIALS ETF5.6K shares0.00%2026-03-312026-04-28

SHEL SHELL PLC SPON ADS7.3K shares-3.60%2026-03-312026-04-28

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF6.6K shares0.21%2026-03-312026-04-28

Sponsored

HAL HALLIBURTON CO COM16.9K shares3.77%2026-03-312026-04-28

CL COLGATE PALMOLIVE CO COM7.1K shares-0.70%2026-03-312026-04-28

IEFA ISHARES CORE MSCI EAFE ETF6.6K shares78.92%2026-03-312026-04-28

FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF2.8K shares-0.21%2026-03-312026-04-28

VIG VANGUARD DIVIDEND APPRECIATION ETF2.7K shares79.29%2026-03-312026-04-28

AMD ADVANCED MICRO DEVICES INC COM2.9K shares6.43%2026-03-312026-04-28

HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND11.1K shares0.47%2026-03-312026-04-28

MPLX MPLX LP COM UNIT REP LTD9.7K shares0.00%2026-03-312026-04-28

Sponsored

AVDE AVANTIS INTERNATIONAL EQUITY ETF6.5K shares33.78%2026-03-312026-04-28

DE DEERE & CO COM973 shares2.53%2026-03-312026-04-28

PEP PEPSICO INC COM3.5K shares2.08%2026-03-312026-04-28

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS1.6K shares7.14%2026-03-312026-04-28

SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF9.7K shares12.83%2026-03-312026-04-28

RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF11.8K shares0.09%2026-03-312026-04-28

IGM ISHARES EXPANDED TECH SECTOR ETF4.5K shares0.79%2026-03-312026-04-28

MCD MCDONALDS CORP COM1.7K shares1.62%2026-03-312026-04-28

Sponsored

AGG ISHARES CORE U.S. AGGREGATE BOND ETF5.3K shares0.00%2026-03-312026-04-28

EFG ISHARES MSCI EAFE GROWTH ETF4.6K shares0.00%2026-03-312026-04-28

OXY OCCIDENTAL PETE CORP COM7.9K shares0.06%2026-03-312026-04-28

VXF VANGUARD EXTENDED MARKET ETF2.5K shares-12.49%2026-03-312026-04-28

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF2.6K shares22.99%2026-03-312026-04-28

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF5.3K shares52.53%2026-03-312026-04-28

CMI CUMMINS INC COM889 shares0.79%2026-03-312026-04-28

LOW LOWES COS INC COM2.0K shares6.77%2026-03-312026-04-28

Sponsored

OHI OMEGA HEALTHCARE INVS INC COM10.7K shares2.42%2026-03-312026-04-28

PBR.A PETROLEO BRASILEIRO S A SP ADR NON VTG25.0K shares-1.28%2026-03-312026-04-28

IVW ISHARES S&P 500 GROWTH ETF4.1K shares16.57%2026-03-312026-04-28

ENB ENBRIDGE INC COM8.5K shares0.00%2026-03-312026-04-28

GTO INVESCO TOTAL RETURN BOND ETF9.7K shares12.25%2026-03-312026-04-28

HDV ISHARES CORE HIGH DIVIDEND ETF3.2K shares-44.00%2026-03-312026-04-28

RTX RTX CORPORATION COM2.2K shares-14.35%2026-03-312026-04-28

VTWO VANGUARD RUSSELL 2000 ETF4.3K shares-6.35%2026-03-312026-04-28

Sponsored

JAAA JANUS HENDERSON AAA CLO ETF8.4K shares-92.48%2026-03-312026-04-28

ESGD ISHARES ESG AWARE MSCI EAFE ETF4.4K shares-25.15%2026-03-312026-04-28

FBTC FIDELITY WISE ORIGIN BITCOIN FUND7.0K shares2534.72%2026-03-312026-04-28

ADBE ADOBE INC COM1.7K shares-0.35%2026-03-312026-04-28

IRM IRON MTN INC DEL COM3.9K shares-0.48%2026-03-312026-04-28

HSY HERSHEY CO COM1.9K shares4.13%2026-03-312026-04-28

ET ENERGY TRANSFER L P COM UT LTD PTN19.9K shares2.63%2026-03-312026-04-28

AEP AMERICAN ELEC PWR CO INC COM2.9K shares2.90%2026-03-312026-04-28

Sponsored

GCOW PACER GLOBAL CASH COWS DIVIDEND ETF7.9K shares0.00%2026-03-312026-04-28

VNLA JANUS HENDERSON SHORT DURATION INCOME ETF7.4K shares19.22%2026-03-312026-04-28

GS GOLDMAN SACHS GROUP INC COM422 shares-96.18%2026-03-312026-04-28

BLACKSTONE INC COM BLACKSTONE INC COM3.1K shares-13.28%2026-03-312026-04-28

BIV VANGUARD INTERMEDIATE-TERM BOND ETF4.6K shares23.72%2026-03-312026-04-28

CRWD CROWDSTRIKE HLDGS INC CL A900 shares-1.53%2026-03-312026-04-28

RF REGIONS FINANCIAL CORP NEW COM13.3K shares0.51%2026-03-312026-04-28

LAM RESEARCH CORP COM NEW LAM RESEARCH CORP COM NEW1.6K shares1.37%2026-03-312026-04-28

Sponsored

IWP ISHARES RUSSELL MID-CAP GROWTH ETF2.7K shares30.88%2026-03-312026-04-28

GLW CORNING INC COM2.5K shares-8.70%2026-03-312026-04-28

SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF3.4K shares14.90%2026-03-312026-04-28

VDE VANGUARD ENERGY ETF1.9K shares0.00%2026-03-312026-04-28

VO VANGUARD MID-CAP ETF1.1K shares-17.08%2026-03-312026-04-28

PEG PUBLIC SVC ENTERPRISE GROUP COM4.0K shares0.45%2026-03-312026-04-28

BMO BANK MONTREAL MEDIUM COM2.4K shares0.08%2026-03-312026-04-28

HYCROFT MINING HOLDING CORP CL A NEW HYCROFT MINING HOLDING CORP CL A NEW8.9K sharesnew addition2026-03-312026-04-28

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MSI MOTOROLA SOLUTIONS INC COM NEW710 shares4.72%2026-03-312026-04-28

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GDX VANECK GOLD MINERS ETF3.2K shares1.00%2026-03-312026-04-28

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TER TERADYNE INC COM988 shares8133.33%2026-03-312026-04-28

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VBK VANGUARD SMALL-CAP GROWTH ETF943 shares0.00%2026-03-312026-04-28

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CANADIAN PACIFIC KANSAS CITY COM CANADIAN PACIFIC KANSAS CITY COM3.6K shares0.00%2026-03-312026-04-28

PRU PRUDENTIAL FINL INC COM2.8K shares-97.36%2026-03-312026-04-28

SCHX SCHWAB U.S. LARGE-CAP ETF10.6K shares0.24%2026-03-312026-04-28

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND3.6K shares90.92%2026-03-312026-04-28

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VIS VANGUARD INDUSTRIALS ETF840 shares0.00%2026-03-312026-04-28

MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST422 shares-36.06%2026-03-312026-04-28

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BTI BRITISH AMERN TOB PLC SPONSORED ADR4.4K shares-4.05%2026-03-312026-04-28

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BA BOEING CO COM1.3K shares-35.49%2026-03-312026-04-28

VV VANGUARD LARGE-CAP ETF837 shares0.00%2026-03-312026-04-28

IJJ ISHARES S&P MID-CAP 400 VALUE ETF1.8K shares0.00%2026-03-312026-04-28

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YUM YUM BRANDS INC COM1.5K shares1.63%2026-03-312026-04-28

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JKHY HENRY JACK & ASSOC INC COM1.5K shares-0.62%2026-03-312026-04-28

VB VANGUARD SMALL-CAP ETF870 shares-23.88%2026-03-312026-04-28

SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF4.9K shares200.12%2026-03-312026-04-28

GBTC GRAYSCALE BITCOIN TRUST ETF4.2K shares18.28%2026-03-312026-04-28

GE AEROSPACE COM NEW GE AEROSPACE COM NEW781 shares20.52%2026-03-312026-04-28

IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF2.8K shares-9.51%2026-03-312026-04-28

CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF2.4K shares0.00%2026-03-312026-04-28

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USB US BANCORP COM NEW4.2K shares3.65%2026-03-312026-04-28

SO SOUTHERN CO COM2.3K shares9.10%2026-03-312026-04-28

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IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF9.7K shares43.08%2026-03-312026-04-28

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CRM SALESFORCE INC COM1.1K shares22.87%2026-03-312026-04-28

IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF8.0K shares46.95%2026-03-312026-04-28

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IBIT ISHARES BITCOIN TRUST ETF5.3K shares44.85%2026-03-312026-04-28

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PPLT ABRDN PHYSICAL PLATINUM SHARES ETF1.1K shares800.00%2026-03-312026-04-28

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AXP AMERICAN EXPRESS CO COM658 shares-1.35%2026-03-312026-04-28

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF2.4K shares182.47%2026-03-312026-04-28

FIDU FIDELITY MSCI INDUSTRIAL INDEX ETF2.3K shares0.00%2026-03-312026-04-28

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CENCORA INC COM CENCORA INC COM626 shares0.97%2026-03-312026-04-28

IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF9.3K shares48.56%2026-03-312026-04-28

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SCO PROSHARES ULTRASHORT BLOOMBERG CRUDE OIL23.0K sharesnew addition2026-03-312026-04-28

SCHA SCHWAB U.S. SMALL-CAP ETF6.5K shares15.88%2026-03-312026-04-28

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS485 shares0.83%2026-03-312026-04-28

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COEUR MNG INC COM NEW COEUR MNG INC COM NEW9.8K shares206.85%2026-03-312026-04-28

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VT VANGUARD TOTAL WORLD STOCK ETF1.3K shares0.00%2026-03-312026-04-28

VBR VANGUARD SMALL CAP VALUE ETF828 shares0.00%2026-03-312026-04-28

IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF1.2K shares0.08%2026-03-312026-04-28

EMBJ EMBRAER S.A. SPONSORED ADS3.0K shares0.00%2026-03-312026-04-28

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FLDR FIDELITY LOW DURATION BOND FACTOR ETF3.5K sharesnew addition2026-03-312026-04-28

SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF3.7K shares2.76%2026-03-312026-04-28

RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF5.8K shares0.16%2026-03-312026-04-28

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GME GAMESTOP CORP CL A7.5K shares25.00%2026-03-312026-04-28

CTVA CORTEVA INC COM2.1K shares6.41%2026-03-312026-04-28

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IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF3.2K shares161.42%2026-03-312026-04-28

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UNP UNION PAC CORP COM618 shares4.39%2026-03-312026-04-28

LGLV STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF840 shares1.57%2026-03-312026-04-28

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USPX FRANKLIN U.S. EQUITY INDEX ETF2.5K shares0.00%2026-03-312026-04-28

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QQQJ INVESCO NASDAQ NEXT GEN 100 ETF3.9K shares191.92%2026-03-312026-04-28

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ONEY STATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETF1.0K shares0.00%2026-03-312026-04-28

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XMHQ INVESCO S&P MIDCAP QUALITY ETF1.2K shares0.00%2026-03-312026-04-28

IBDX ISHARES IBONDS DEC 2032 TERM CORPORATE ETF4.7K shares115.18%2026-03-312026-04-28

WPM WHEATON PRECIOUS METALS CORP COM891 shares248.05%2026-03-312026-04-28

VGK VANGUARD FTSE EUROPE ETF1.4K shares0.21%2026-03-312026-04-28

FIXD FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF2.6K shares0.00%2026-03-312026-04-28

FDVV FIDELITY HIGH DIVIDEND ETF2.1K shares17.38%2026-03-312026-04-28

IHI ISHARES U.S. MEDICAL DEVICES ETF2.1K shares0.00%2026-03-312026-04-28

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF2.0K shares71.00%2026-03-312026-04-28

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GDV GABELLI DIVID & INCOME TR COM4.2K shares0.00%2026-03-312026-04-28

NKE NIKE INC CL B2.1K shares23.65%2026-03-312026-04-28

CMG CHIPOTLE MEXICAN GRILL INC COM3.5K shares3.18%2026-03-312026-04-28

EFV ISHARES MSCI EAFE VALUE ETF1.5K shares97.51%2026-03-312026-04-28

CCJ CAMECO CORP COM1.0K shares0.00%2026-03-312026-04-28

INVESCO S&P 500 PURE GROWTH ETF INVESCO S&P 500 PURE GROWTH ETF2.4K shares0.04%2026-03-312026-04-28

ASTRAZENECA PLC ORD ASTRAZENECA PLC ORD561 sharesnew addition2026-03-312026-04-28

ALERIAN MLP ETF ALERIAN MLP ETF2.1K shares-63.97%2026-03-312026-04-28

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FNCL FIDELITY MSCI FINANCIALS INDEX ETF1.5K shares0.00%2026-03-312026-04-28

QCOM QUALCOMM INC COM837 shares-62.80%2026-03-312026-04-28

DUPONT DE NEMOURS INC COM DUPONT DE NEMOURS INC COM2.3K shares0.77%2026-03-312026-04-28

HUBBELL INC COM HUBBELL INC COM215 shares0.94%2026-03-312026-04-28

SCHP SCHWAB US TIPS ETF3.9K shares-32.85%2026-03-312026-04-28

INTC INTEL CORP COM2.3K shares-12.14%2026-03-312026-04-28

HSBC HSBC HLDGS PLC SPON ADR NEW1.2K shares0.00%2026-03-312026-04-28

VENTURE GLOBAL INC COM CL A VENTURE GLOBAL INC COM CL A6.4K sharesnew addition2026-03-312026-04-28

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ODFL OLD DOMINION FREIGHT LINE INC COM511 shares9.89%2026-03-312026-04-28

GOVT ISHARES U.S. TREASURY BOND ETF4.4K shares0.00%2026-03-312026-04-28

ARM ARM HOLDINGS PLC SPONSORED ADS658 shares1216.00%2026-03-312026-04-28

SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF1.0K shares-2.10%2026-03-312026-04-28

CANARY XRP ETF CANARY XRP ETF6.9K sharesnew addition2026-03-312026-04-28

TJX TJX COS INC NEW COM605 shares11.42%2026-03-312026-04-28

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COF CAPITAL ONE FINL CORP COM523 shares23.35%2026-03-312026-04-28

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APD AIR PRODUCTS AND CHEMICALS INC COM322 shares3.87%2026-03-312026-04-28

YUMC YUM CHINA HLDGS INC COM1.9K shares1.22%2026-03-312026-04-28

GRAYSCALE BITCOIN MINI TRUST ETF GRAYSCALE BITCOIN MINI TRUST ETF3.0K shares2.87%2026-03-312026-04-28

FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND1.8K shares0.00%2026-03-312026-04-28

WDC WESTERN DIGITAL CORP COM332 shares-10.03%2026-03-312026-04-28

PAAS PAN AMERN SILVER CORP COM1.6K shares315.19%2026-03-312026-04-28

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DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF1.5K shares733.90%2026-03-312026-04-28

MDLZ MONDELEZ INTL INC CL A1.5K shares3.42%2026-03-312026-04-28

SCHO SCHWAB SHORT-TERM US TREASURY ETF3.4K shares-4.66%2026-03-312026-04-28

USAR USA RARE EARTH INC COM5.5K sharesnew addition2026-03-312026-04-28

GSK PLC SPONSORED ADR GSK PLC SPONSORED ADR1.5K shares15.29%2026-03-312026-04-28

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VPU VANGUARD UTILITIES ETF419 shares0.00%2026-03-312026-04-28

CZR CAESARS ENTERTAINMENT INC NEW COM3.1K shares-28.13%2026-03-312026-04-28

SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF1.8K shares0.00%2026-03-312026-04-28

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HL HECLA MINING COMPANY COM4.4K shares38.55%2026-03-312026-04-28

DBA INVESCO DB AGRICULTURE FUND3.0K shares0.00%2026-03-312026-04-28

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IBDY ISHARES IBONDS DEC 2033 TERM CORPORATE ETF3.0K shares431.47%2026-03-312026-04-28

ARISTA NETWORKS INC COM SHS ARISTA NETWORKS INC COM SHS634 shares77.09%2026-03-312026-04-28

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VFMF VANGUARD U.S. MULTIFACTOR ETF500 shares0.00%2026-03-312026-04-28

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TE CONNECTIVITY PLC ORD SHS TE CONNECTIVITY PLC ORD SHS370 shares-0.54%2026-03-312026-04-28

IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF1.8K shares0.00%2026-03-312026-04-28

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COPX GLOBAL X COPPER MINERS ETF1.0K sharesnew addition2026-03-312026-04-28

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MGK VANGUARD MEGA CAP GROWTH ETF205 shares0.00%2026-03-312026-04-28

FETH FIDELITY ETHEREUM FUND ETF3.6K sharesnew addition2026-03-312026-04-28

IBTI ISHARES IBONDS DEC 2028 TERM TREASURY ETF3.4K shares0.06%2026-03-312026-04-28

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IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF3.3K shares0.03%2026-03-312026-04-28

GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF878 shares0.34%2026-03-312026-04-28

OEF ISHARES S&P 100 ETF233 shares288.33%2026-03-312026-04-28

SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF967 shares233.45%2026-03-312026-04-28

FCX FREEPORT MCMORAN INC CL B1.3K shares44.20%2026-03-312026-04-28

SYY SYSCO CORP COM1.0K shares3.20%2026-03-312026-04-28

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF553 shares0.00%2026-03-312026-04-28

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CRWV COREWEAVE INC COM CL A941 shares54.77%2026-03-312026-04-28

NKSH NATIONAL BANKSHARES INC VA COM2.0K shares0.00%2026-03-312026-04-28

STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF760 shares0.00%2026-03-312026-04-28

EEMS ISHARES MSCI EMERGING MARKETS SMALL CAP ETF1.1K shares0.00%2026-03-312026-04-28

TOST TOAST INC CL A2.7K shares5.18%2026-03-312026-04-28

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NSC NORFOLK SOUTHN CORP COM251 shares6.81%2026-03-312026-04-28

CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN1.5K shares0.00%2026-03-312026-04-28

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RRC RANGE RES CORP COM1.6K shares0.00%2026-03-312026-04-28

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WBD WARNER BROS DISCOVERY INC COM SER A2.6K shares-1.88%2026-03-312026-04-28

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IBTK ISHARES IBONDS DEC 2030 TERM TREASURY ETF3.6K shares0.00%2026-03-312026-04-28

VRT VERTIV HOLDINGS CO COM CL A280 shares-84.00%2026-03-312026-04-28

ES EVERSOURCE ENERGY COM1.0K shares4.33%2026-03-312026-04-28

IEUR ISHARES CORE MSCI EUROPE ETF996 shares0.00%2026-03-312026-04-28

IBTJ ISHARES IBONDS DEC 2029 TERM TREASURY ETF3.2K shares0.00%2026-03-312026-04-28

DINO HF SINCLAIR CORP COM1.1K shares0.55%2026-03-312026-04-28

EOG EOG RES INC COM473 shares4.42%2026-03-312026-04-28

VTEB VANGUARD TAX-EXEMPT BOND ETF1.4K shares-26.76%2026-03-312026-04-28

Sponsored

DJT TRUMP MEDIA & TECHNOLOGY GROUP COM7.4K shares762.91%2026-03-312026-04-28

IBTG ISHARES IBONDS DEC 2026 TERM TREASURY ETF3.0K shares0.00%2026-03-312026-04-28

APP APPLOVIN CORP COM CL A171 shares11.04%2026-03-312026-04-28

MET METLIFE INC COM941 shares36.38%2026-03-312026-04-28

EXC EXELON CORP COM1.4K shares4.88%2026-03-312026-04-28

IVOO VANGUARD S&P MID-CAP 400 ETF567 shares0.00%2026-03-312026-04-28

IXN ISHARES GLOBAL TECH ETF648 shares0.00%2026-03-312026-04-28

VOT VANGUARD MID-CAP GROWTH ETF248 shares0.00%2026-03-312026-04-28

Sponsored

O REALTY INCOME CORP COM1.0K shares13.11%2026-03-312026-04-28

PLD PROLOGIS INC. COM479 shares43.41%2026-03-312026-04-28

DRI DARDEN RESTAURANTS INC COM321 shares0.31%2026-03-312026-04-28

TRV TRAVELERS COMPANIES INC COM214 shares4.90%2026-03-312026-04-28

GWW WW GRAINGER INC COM56 shares-1.75%2026-03-312026-04-28

GM GENERAL MTRS CO COM811 shares-10.39%2026-03-312026-04-28

NVS NOVARTIS AG SPONSORED ADR392 shares0.00%2026-03-312026-04-28

DIVB ISHARES CORE DIVIDEND ETF1.1K shares0.00%2026-03-312026-04-28

Sponsored

QLTA ISHARES AAA-A RATED CORPORATE BOND ETF1.2K shares0.73%2026-03-312026-04-28

LHX L3HARRIS TECHNOLOGIES INC COM169 shares3.05%2026-03-312026-04-28

MLM MARTIN MARIETTA MATLS INC COM98 shares13.95%2026-03-312026-04-28

PDI PIMCO DYNAMIC INCOME FD SHS3.4K shares0.00%2026-03-312026-04-28

VNQ VANGUARD REAL ESTATE ETF644 shares-1.53%2026-03-312026-04-28

HII HUNTINGTON INGALLS INDS INC COM150 shares1775.00%2026-03-312026-04-28

XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF1.2K shares2924.39%2026-03-312026-04-28

UUUU ENERGY FUELS INC COM NEW3.1K shares-11.76%2026-03-312026-04-28

Sponsored

CVS CVS HEALTH CORP COM772 shares34.97%2026-03-312026-04-28

SSO PROSHARES ULTRA S&P 5001.1K sharesnew addition2026-03-312026-04-28

SIL GLOBAL X SILVER MINERS ETF608 shares0.00%2026-03-312026-04-28

PH PARKER-HANNIFIN CORP COM61 shares15.09%2026-03-312026-04-28

ALB ALBEMARLE CORP COM303 shares-0.98%2026-03-312026-04-28

BKLN INVESCO SENIOR LOAN ETF2.7K shares12.18%2026-03-312026-04-28

IPAC ISHARES CORE MSCI PACIFIC ETF710 shares0.00%2026-03-312026-04-28

ITW ILLINOIS TOOL WKS INC COM208 shares5.58%2026-03-312026-04-28

Sponsored

SDY STATE STREET SPDR S&P DIVIDEND ETF370 sharesnew addition2026-03-312026-04-28

VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF611 shares1.83%2026-03-312026-04-28

CB CHUBB LTD SWITZ COM165 shares11.49%2026-03-312026-04-28

BXMT BLACKSTONE MORTGAGE TRUST INC COM CL A2.8K shares0.00%2026-03-312026-04-28

PBA PEMBINA PIPELINE CORP COM1.2K shares0.00%2026-03-312026-04-28

PAYX PAYCHEX INC COM578 shares44.50%2026-03-312026-04-28

IUSV ISHARES CORE S&P US VALUE ETF519 shares0.00%2026-03-312026-04-28

DHR DANAHER CORP DEL COM278 shares44.79%2026-03-312026-04-28

Sponsored

DFIV DIMENSIONAL INTERNATIONAL VALUE ETF994 shares0.10%2026-03-312026-04-28

HIMS HIMS & HERS HEALTH INC COM CL A2.5K shares180.67%2026-03-312026-04-28

OLP ONE LIBERTY PPTYS INC COM2.4K shares0.00%2026-03-312026-04-28

NET CLOUDFLARE INC CL A COM253 shares16.06%2026-03-312026-04-28

JPLD JPMORGAN LIMITED DURATION BOND ETF1.0K sharesnew addition2026-03-312026-04-28

WAT WATERS CORP COM175 shares11.46%2026-03-312026-04-28

BP BP PLC SPONSORED ADR1.1K shares-0.72%2026-03-312026-04-28

ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF1.8K shares0.00%2026-03-312026-04-28

Sponsored

LINDE PLC SHS LINDE PLC SHS104 shares70.49%2026-03-312026-04-28

SMH VANECK SEMICONDUCTOR ETF133 shares0.76%2026-03-312026-04-28

GLDD GREAT LAKES DREDGE & DOCK CORP COM3.0K sharesnew addition2026-03-312026-04-28

GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST550 shares-15.51%2026-03-312026-04-28

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF638 shares0.00%2026-03-312026-04-28

ARCC ARES CAPITAL CORP COM2.8K shares0.00%2026-03-312026-04-28

REALLOYS INC COM REALLOYS INC COM5.2K sharesnew addition2026-03-312026-04-28

IAUM ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST1.1K shares-16.09%2026-03-312026-04-28

Sponsored

VAW VANGUARD MATERIALS ETF218 shares0.00%2026-03-312026-04-28

TXRH TEXAS ROADHOUSE INC COM295 shares-3.59%2026-03-312026-04-28

NFG NATIONAL FUEL GAS CO COM516 shares170.16%2026-03-312026-04-28

SMA SMARTSTOP SELF STORAG REIT INC COMMON STOCK1.6K shares0.00%2026-03-312026-04-28

SNDK SANDISK CORP COM76 shares11.76%2026-03-312026-04-28

DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND549 shares20.13%2026-03-312026-04-28

ISTB ISHARES CORE 1-5 YEAR USD BOND ETF992 shares0.00%2026-03-312026-04-28

MSTR STRATEGY INC CL A NEW385 shares4.05%2026-03-312026-04-28

Sponsored

SOXL DIREXION DAILY SEMICONDUCTOR BULL 3X ETF1.0K shares-88.90%2026-03-312026-04-28

SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF501 shares0.00%2026-03-312026-04-28

IYF ISHARES U.S. FINANCIALS ETF400 shares0.00%2026-03-312026-04-28

MAR MARRIOTT INTL INC NEW CL A144 shares11.63%2026-03-312026-04-28

XOM

EXXON MOBIL CORP COM

-12.21%

Shares1.2M

Event2026-03-31

Filed2026-04-28

VANGUARD S&P 500 ETF

1.79%

Shares250.8K

Event2026-03-31

Filed2026-04-28

ACWI

ISHARES MSCI ACWI ETF

13.39%

Shares1.0M

Event2026-03-31

Filed2026-04-28

BND

VANGUARD TOTAL BOND MARKET ETF

-4.19%

Shares1.5M

Event2026-03-31

Filed2026-04-28

CGDV

CAPITAL GROUP DIVIDEND VALUE ETF

0.80%

Shares2.4M

Event2026-03-31

Filed2026-04-28

UITB

VICTORYSHARES CORE INTERMEDIATE BOND ETF

3.56%

Shares2.1M

Event2026-03-31

Filed2026-04-28

JIRE

JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF

1.23%

Shares1.2M

Event2026-03-31

Filed2026-04-28

RECS

COLUMBIA RESEARCH ENHANCED CORE ETF

2.03%

Shares2.3M

Event2026-03-31

Filed2026-04-28

JCPB

JPMORGAN CORE PLUS BOND ETF

3.95%

Shares1.6M

Event2026-03-31

Filed2026-04-28

FNDE

SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF

0.18%

Shares1.9M

Event2026-03-31

Filed2026-04-28

QQQM

INVESCO NASDAQ 100 ETF

1.03%

Shares266.9K

Event2026-03-31

Filed2026-04-28

XLG

INVESCO S&P 500 TOP 50 ETF

2.31%

Shares1.1M

Event2026-03-31

Filed2026-04-28

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

-0.35%

Shares722.2K

Event2026-03-31

Filed2026-04-28

IEF

ISHARES 7-10 YEAR TREASURY BOND ETF

3.93%

Shares528.3K

Event2026-03-31

Filed2026-04-28

AUSF

GLOBAL X ADAPTIVE U.S. FACTOR ETF

1.08%

Shares967.6K

Event2026-03-31

Filed2026-04-28

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

22129.53%

Shares666.9K

Event2026-03-31

Filed2026-04-28

AVEM

AVANTIS EMERGING MARKETS EQUITY ETF

-0.18%

Shares433.0K

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC COM

0.58%

Shares135.0K

Event2026-03-31

Filed2026-04-28

NVDA

NVIDIA CORPORATION COM

6.34%

Shares169.1K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP COM

17.24%

Shares73.1K

Event2026-03-31

Filed2026-04-28

ALPHABET INC CAP STK CL A

0.57%

Shares91.4K

Event2026-03-31

Filed2026-04-28

BROADCOM INC COM

106.57%

Shares70.7K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC COM

0.50%

Shares87.0K

Event2026-03-31

Filed2026-04-28

CSCO

CISCO SYS INC COM

1.58%

Shares231.4K

Event2026-03-31

Filed2026-04-28

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

7.65%

Shares602.5K

Event2026-03-31

Filed2026-04-28

IBM

INTERNATIONAL BUSINESS MACHS COM

52.77%

Shares71.9K

Event2026-03-31

Filed2026-04-28

CME

CME GROUP INC COM

2.50%

Shares58.8K

Event2026-03-31

Filed2026-04-28

PANW

PALO ALTO NETWORKS INC COM

28.74%

Shares101.7K

Event2026-03-31

Filed2026-04-28

VISA INC COM CL A

-23.19%

Shares51.4K

Event2026-03-31

Filed2026-04-28

META

META PLATFORMS INC CL A

1.21%

Shares26.7K

Event2026-03-31

Filed2026-04-28

NFLX

NETFLIX INC. COM

14.25%

Shares158.7K

Event2026-03-31

Filed2026-04-28

ASML

ASML HLDG NV N Y REGISTRY SHS

14.13%

Shares11.5K

Event2026-03-31

Filed2026-04-28

SPGI

S&P GLOBAL INC COM

2.32%

Shares35.5K

Event2026-03-31

Filed2026-04-28

VERIZON COMMUNICATIONS INC COM

4.69%

Shares288.7K

Event2026-03-31

Filed2026-04-28

KMI

KINDER MORGAN INC DEL COM

2.26%

Shares430.8K

Event2026-03-31

Filed2026-04-28

INVESCO QQQ TRUST SERIES I

4.80%

Shares24.5K

Event2026-03-31

Filed2026-04-28

DUKE ENERGY CORP NEW COM NEW

4.03%

Shares105.8K

Event2026-03-31

Filed2026-04-28

PFE

PFIZER INC COM

3.47%

Shares486.5K

Event2026-03-31

Filed2026-04-28

PHILIP MORRIS INTL INC COM

46.45%

Shares82.3K

Event2026-03-31

Filed2026-04-28

TGT

TARGET CORP COM

41.85%

Shares111.0K

Event2026-03-31

Filed2026-04-28

HPE

HEWLETT PACKARD ENTERPRISE CO COM

54.41%

Shares562.1K

Event2026-03-31

Filed2026-04-28

PNC

PNC FINL SVCS GROUP INC COM

0.30%

Shares63.7K

Event2026-03-31

Filed2026-04-28

DLR

DIGITAL RLTY TR INC COM

4.09%

Shares72.7K

Event2026-03-31

Filed2026-04-28

CVX

CHEVRON CORPORATION COM

-29.64%

Shares63.0K

Event2026-03-31

Filed2026-04-28

DTE

DTE ENERGY CO COM

58.14%

Shares85.5K

Event2026-03-31

Filed2026-04-28

SCHV

SCHWAB U.S. LARGE-CAP VALUE ETF

-4.20%

Shares408.8K

Event2026-03-31

Filed2026-04-28

VRTX

VERTEX PHARMACEUTICALS INC COM

0.07%

Shares27.2K

Event2026-03-31

Filed2026-04-28

PCAR

PACCAR INC COM

-28.32%

Shares104.3K

Event2026-03-31

Filed2026-04-28

TFC

TRUIST FINL CORP COM

2.16%

Shares259.3K

Event2026-03-31

Filed2026-04-28

AMAT

APPLIED MATLS INC COM

-36.42%

Shares34.4K

Event2026-03-31

Filed2026-04-28

EME

EMCOR GROUP INC COM

27.57%

Shares15.9K

Event2026-03-31

Filed2026-04-28

LLY

ELI LILLY & CO COM

26.04%

Shares12.7K

Event2026-03-31

Filed2026-04-28

MEDTRONIC PLC SHS

2.82%

Shares130.4K

Event2026-03-31

Filed2026-04-28

MASTERCARD INCORPORATED CL A

2.60%

Shares21.7K

Event2026-03-31

Filed2026-04-28

GENERAL DYNAMICS CORP COM

1.85%

Shares31.2K

Event2026-03-31

Filed2026-04-28

JPM

JPMORGAN CHASE & CO COM

3.03%

Shares36.3K

Event2026-03-31

Filed2026-04-28

PWR

QUANTA SVCS INC COM

1.33%

Shares19.1K

Event2026-03-31

Filed2026-04-28

JNJ

JOHNSON & JOHNSON COM

-16.59%

Shares42.5K

Event2026-03-31

Filed2026-04-28

MELI

MERCADOLIBRE INC COM

2.51%

Shares6.0K

Event2026-03-31

Filed2026-04-28

COST

COSTCO WHOLESALE CORPORATION COM

-27.42%

Shares10.0K

Event2026-03-31

Filed2026-04-28

EMR

EMERSON ELEC CO COM

1.88%

Shares75.4K

Event2026-03-31

Filed2026-04-28

WMB

WILLIAMS COS INC COM

1.79%

Shares129.4K

Event2026-03-31

Filed2026-04-28

GILD

GILEAD SCIENCES INC COM

0.41%

Shares67.4K

Event2026-03-31

Filed2026-04-28

LMT

LOCKHEED MARTIN CORP COM

-41.88%

Shares15.4K

Event2026-03-31

Filed2026-04-28

ABBV

ABBVIE INC COM

887.47%

Shares42.4K

Event2026-03-31

Filed2026-04-28

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

-3.87%

Shares369.9K

Event2026-03-31

Filed2026-04-28

AT&T INC COM

4.55%

Shares314.7K

Event2026-03-31

Filed2026-04-28

ADP

AUTOMATIC DATA PROCESSING INC COM

57.21%

Shares43.0K

Event2026-03-31

Filed2026-04-28

SPG

SIMON PPTY GROUP INC NEW COM

1.50%

Shares46.3K

Event2026-03-31

Filed2026-04-28

WMT

WALMART INC COM

-29.34%

Shares69.3K

Event2026-03-31

Filed2026-04-28

DOMINION ENERGY INC COM

2.92%

Shares138.2K

Event2026-03-31

Filed2026-04-28

PROCTER & GAMBLE CO COM

-27.47%

Shares58.3K

Event2026-03-31

Filed2026-04-28

BLACKROCK INC COM

23.08%

Shares8.7K

Event2026-03-31

Filed2026-04-28

ORI

OLD REP INTL CORP COM

2.57%

Shares205.5K

Event2026-03-31

Filed2026-04-28

RSG

REPUBLIC SVCS INC COM

2.41%

Shares36.9K

Event2026-03-31

Filed2026-04-28

HOME DEPOT INC COM

-16.53%

Shares23.3K

Event2026-03-31

Filed2026-04-28

ISRG

INTUITIVE SURGICAL INC COM NEW

-0.14%

Shares16.2K

Event2026-03-31

Filed2026-04-28

MCK

MCKESSON CORP COM

7040.83%

Shares8.6K

Event2026-03-31

Filed2026-04-28

SNPS

SYNOPSYS INC COM

19.88%

Shares18.5K

Event2026-03-31

Filed2026-04-28

SHOP

SHOPIFY INC CL A SUB VTG SHS

19.76%

Shares61.8K

Event2026-03-31

Filed2026-04-28

MICRON TECHNOLOGY INC COM

1851.54%

Shares21.5K

Event2026-03-31

Filed2026-04-28

VICI

VICI PPTYS INC COM

6.75%

Shares265.2K

Event2026-03-31

Filed2026-04-28

GRID

FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX

5.03%

Shares43.4K

Event2026-03-31

Filed2026-04-28

PODD

INSULET CORP COM

-14.55%

Shares33.8K

Event2026-03-31

Filed2026-04-28

KLAC

KLA CORP COM NEW

-1.86%

Shares4.8K

Event2026-03-31

Filed2026-04-28

UBER

UBER TECHNOLOGIES INC COM

3.47%

Shares98.0K

Event2026-03-31

Filed2026-04-28

PHM

PULTE GROUP INC COM

3.32%

Shares59.7K

Event2026-03-31

Filed2026-04-28

ADSK

AUTODESK INC COM

3.03%

Shares27.3K

Event2026-03-31

Filed2026-04-28

SYK

STRYKER CORPORATION COM

4.92%

Shares19.8K

Event2026-03-31

Filed2026-04-28

COCA COLA CO COM

1.76%

Shares82.3K

Event2026-03-31

Filed2026-04-28

VEEV

VEEVA SYS INC CL A COM

4.14%

Shares34.4K

Event2026-03-31

Filed2026-04-28

SCHZ

SCHWAB US AGGREGATE BOND ETF

3.45%

Shares258.6K

Event2026-03-31

Filed2026-04-28

AMGN

AMGEN INC COM

1.23%

Shares17.0K

Event2026-03-31

Filed2026-04-28

ADI

ANALOG DEVICES INC COM

0.93%

Shares18.5K

Event2026-03-31

Filed2026-04-28

VTI

VANGUARD TOTAL STOCK MARKET ETF

0.89%

Shares17.3K

Event2026-03-31

Filed2026-04-28

AME

AMETEK INC COM

1.05%

Shares25.8K

Event2026-03-31

Filed2026-04-28

INTU

INTUIT COM

7.26%

Shares12.0K

Event2026-03-31

Filed2026-04-28

VCRB

VANGUARD CORE BOND ETF

8.42%

Shares65.6K

Event2026-03-31

Filed2026-04-28

XEL

XCEL ENERGY INC COM

4.08%

Shares63.3K

Event2026-03-31

Filed2026-04-28

SCHE

SCHWAB EMERGING MARKETS EQUITY ETF

23.54%

Shares151.8K

Event2026-03-31

Filed2026-04-28

IGV

ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF

15487.59%

Shares61.6K

Event2026-03-31

Filed2026-04-28

TMO

THERMO FISHER SCIENTIFIC INC COM

4.50%

Shares9.1K

Event2026-03-31

Filed2026-04-28

RMD

RESMED INC COM

4.47%

Shares18.8K

Event2026-03-31

Filed2026-04-28

FLCB

FRANKLIN U.S CORE BOND ETF

4.01%

Shares192.5K

Event2026-03-31

Filed2026-04-28

AMT

AMERICAN TOWER CORP COM

6.84%

Shares23.3K

Event2026-03-31

Filed2026-04-28

ROYAL BK CDA COM

0.01%

Shares19.7K

Event2026-03-31

Filed2026-04-28

IWF

ISHARES RUSSELL 1000 GROWTH ETF

10.63%

Shares7.3K

Event2026-03-31

Filed2026-04-28

CIBR

FIRST TRUST NASDAQ CYBERSECURITY ETF

11.53%

Shares46.1K

Event2026-03-31

Filed2026-04-28

GLD

SPDR GOLD SHARES

-19.10%

Shares5.2K

Event2026-03-31

Filed2026-04-28

ICSH

ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF

4.50%

Shares43.7K

Event2026-03-31

Filed2026-04-28

ALTRIA GROUP INC COM

0.70%

Shares33.2K

Event2026-03-31

Filed2026-04-28

ITOT

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

0.91%

Shares14.8K

Event2026-03-31

Filed2026-04-28

IVV

ISHARES CORE S&P 500 ETF

11.36%

Shares2.9K

Event2026-03-31

Filed2026-04-28

ORCL

ORACLE CORP COM

1.34%

Shares11.8K

Event2026-03-31

Filed2026-04-28

SCHB

SCHWAB U.S. BROAD MARKET ETF

15.42%

Shares68.1K

Event2026-03-31

Filed2026-04-28

EAGG

ISHARES ESG AWARE US AGGREGATE BOND ETF

-18.87%

Shares33.5K

Event2026-03-31

Filed2026-04-28

ESGU

ISHARES ESG AWARE MSCI USA ETF

-22.57%

Shares10.8K

Event2026-03-31

Filed2026-04-28

SCHD

SCHWAB US DIVIDEND EQUITY ETF

28.50%

Shares47.9K

Event2026-03-31

Filed2026-04-28

ALPHABET INC CAP STK CL C

14.12%

Shares4.9K

Event2026-03-31

Filed2026-04-28

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

12.25%

Shares1.9K

Event2026-03-31

Filed2026-04-28

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

0.10%

Shares8.7K

Event2026-03-31

Filed2026-04-28

IWD

ISHARES RUSSELL 1000 VALUE ETF

27.18%

Shares6.0K

Event2026-03-31

Filed2026-04-28

FLQL

FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF

0.00%

Shares18.3K

Event2026-03-31

Filed2026-04-28

SPY

STATE STREET SPDR S&P 500 ETF

6.67%

Shares1.9K

Event2026-03-31

Filed2026-04-28

VUG

VANGUARD GROWTH ETF

-23.67%

Shares2.8K

Event2026-03-31

Filed2026-04-28

CAT

CATERPILLAR INC COM

0.24%

Shares1.7K

Event2026-03-31

Filed2026-04-28

TSLA

TESLA INC COM

169.50%

Shares3.1K

Event2026-03-31

Filed2026-04-28

EPD

ENTERPRISE PRODS PARTNERS L P COM

0.09%

Shares28.8K

Event2026-03-31

Filed2026-04-28

ISHARES GOLD TRUST

0.00%

Shares11.1K

Event2026-03-31

Filed2026-04-28

BNS

BANK NOVA SCOTIA B C COM

0.00%

Shares13.7K

Event2026-03-31

Filed2026-04-28

IJH

ISHARES CORE S&P MID-CAP ETF

0.42%

Shares13.3K

Event2026-03-31

Filed2026-04-28

MERCK & CO INC COM

1.45%

Shares7.3K

Event2026-03-31

Filed2026-04-28

QQQI

NEOS NASDAQ 100 HIGH INCOME ETF

2465.45%

Shares17.6K

Event2026-03-31

Filed2026-04-28

NOC

NORTHROP GRUMMAN CORP COM

0.24%

Shares1.3K

Event2026-03-31

Filed2026-04-28

BERKSHIRE HATHAWAY INC DEL CL B NEW

4.18%

Shares1.8K

Event2026-03-31

Filed2026-04-28

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

25.42%

Shares4.2K

Event2026-03-31

Filed2026-04-28

SCYB

SCHWAB HIGH YIELD BOND ETF

4.99%

Shares30.5K

Event2026-03-31

Filed2026-04-28

ROP

ROPER TECHNOLOGIES INC COM

0.59%

Shares2.2K

Event2026-03-31

Filed2026-04-28

EATON CORP PLC SHS

1.35%

Shares2.2K

Event2026-03-31

Filed2026-04-28

EFAV

ISHARES MSCI EAFE MIN VOL FACTOR ETF

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-28

ACCENTURE PLC IRELAND SHS CLASS A

656.75%

Shares3.8K

Event2026-03-31

Filed2026-04-28

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

48.12%

Shares10.8K

Event2026-03-31

Filed2026-04-28

SLV

ISHARES SILVER TRUST

-26.03%

Shares10.7K

Event2026-03-31

Filed2026-04-28

VONG

VANGUARD RUSSELL 1000 GROWTH ETF

1.56%

Shares6.6K

Event2026-03-31

Filed2026-04-28

SCHM

SCHWAB U.S. MID-CAP ETF

-25.26%

Shares23.4K

Event2026-03-31

Filed2026-04-28

IWB

ISHARES RUSSELL 1000 ETF

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-28

PLTR

PALANTIR TECHNOLOGIES INC CL A

15.67%

Shares4.7K

Event2026-03-31

Filed2026-04-28

VTV

VANGUARD VALUE ETF

5.55%

Shares3.5K

Event2026-03-31

Filed2026-04-28

IJR

ISHARES CORE S&P SMALL CAP ETF

6.64%

Shares5.5K

Event2026-03-31

Filed2026-04-28

VFH

VANGUARD FINANCIALS ETF

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-28

SHEL

SHELL PLC SPON ADS

-3.60%

Shares7.3K

Event2026-03-31

Filed2026-04-28

SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

0.21%

Shares6.6K

Event2026-03-31

Filed2026-04-28

HAL

HALLIBURTON CO COM

3.77%

Shares16.9K

Event2026-03-31

Filed2026-04-28

COLGATE PALMOLIVE CO COM

-0.70%

Shares7.1K

Event2026-03-31

Filed2026-04-28

IEFA

ISHARES CORE MSCI EAFE ETF

78.92%

Shares6.6K

Event2026-03-31

Filed2026-04-28

FTEC

FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF

-0.21%

Shares2.8K

Event2026-03-31

Filed2026-04-28

VIG

VANGUARD DIVIDEND APPRECIATION ETF

79.29%

Shares2.7K

Event2026-03-31

Filed2026-04-28

AMD

ADVANCED MICRO DEVICES INC COM

6.43%

Shares2.9K

Event2026-03-31

Filed2026-04-28

HEDJ

WISDOMTREE EUROPE HEDGED EQUITY FUND

0.47%

Shares11.1K

Event2026-03-31

Filed2026-04-28

MPLX

MPLX LP COM UNIT REP LTD

0.00%

Shares9.7K

Event2026-03-31

Filed2026-04-28

AVDE

AVANTIS INTERNATIONAL EQUITY ETF

33.78%

Shares6.5K

Event2026-03-31

Filed2026-04-28

DEERE & CO COM

2.53%

Shares973

Event2026-03-31

Filed2026-04-28

PEP

PEPSICO INC COM

2.08%

Shares3.5K

Event2026-03-31

Filed2026-04-28

TSM

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

7.14%

Shares1.6K

Event2026-03-31

Filed2026-04-28

SPYV

STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF

12.83%

Shares9.7K

Event2026-03-31

Filed2026-04-28

RSPT

INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF

0.09%

Shares11.8K

Event2026-03-31

Filed2026-04-28

IGM

ISHARES EXPANDED TECH SECTOR ETF

0.79%

Shares4.5K

Event2026-03-31

Filed2026-04-28

MCD

MCDONALDS CORP COM

1.62%

Shares1.7K

Event2026-03-31

Filed2026-04-28

AGG

ISHARES CORE U.S. AGGREGATE BOND ETF

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-28

EFG

ISHARES MSCI EAFE GROWTH ETF

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-28

OXY

OCCIDENTAL PETE CORP COM

0.06%

Shares7.9K

Event2026-03-31

Filed2026-04-28

VXF

VANGUARD EXTENDED MARKET ETF

-12.49%

Shares2.5K

Event2026-03-31

Filed2026-04-28

INVESCO S&P 500 EQUAL WEIGHT ETF

22.99%

Shares2.6K

Event2026-03-31

Filed2026-04-28

BIL

STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

52.53%

Shares5.3K

Event2026-03-31

Filed2026-04-28

CMI

CUMMINS INC COM

0.79%

Shares889

Event2026-03-31

Filed2026-04-28

LOW

LOWES COS INC COM

6.77%

Shares2.0K

Event2026-03-31

Filed2026-04-28

OHI

OMEGA HEALTHCARE INVS INC COM

2.42%

Shares10.7K

Event2026-03-31

Filed2026-04-28

PBR.A

PETROLEO BRASILEIRO S A SP ADR NON VTG

-1.28%

Shares25.0K

Event2026-03-31

Filed2026-04-28

IVW

ISHARES S&P 500 GROWTH ETF

16.57%

Shares4.1K

Event2026-03-31

Filed2026-04-28

ENB

ENBRIDGE INC COM

0.00%

Shares8.5K

Event2026-03-31

Filed2026-04-28

GTO

INVESCO TOTAL RETURN BOND ETF

12.25%

Shares9.7K

Event2026-03-31

Filed2026-04-28

HDV

ISHARES CORE HIGH DIVIDEND ETF

-44.00%

Shares3.2K

Event2026-03-31

Filed2026-04-28

RTX

RTX CORPORATION COM

-14.35%

Shares2.2K

Event2026-03-31

Filed2026-04-28

VTWO

VANGUARD RUSSELL 2000 ETF

-6.35%

Shares4.3K

Event2026-03-31

Filed2026-04-28

JAAA

JANUS HENDERSON AAA CLO ETF

-92.48%

Shares8.4K

Event2026-03-31

Filed2026-04-28

ESGD

ISHARES ESG AWARE MSCI EAFE ETF

-25.15%

Shares4.4K

Event2026-03-31

Filed2026-04-28

FBTC

FIDELITY WISE ORIGIN BITCOIN FUND

2534.72%

Shares7.0K

Event2026-03-31

Filed2026-04-28

ADBE

ADOBE INC COM

-0.35%

Shares1.7K

Event2026-03-31

Filed2026-04-28

IRM

IRON MTN INC DEL COM

-0.48%

Shares3.9K

Event2026-03-31

Filed2026-04-28

HSY

HERSHEY CO COM

4.13%

Shares1.9K

Event2026-03-31

Filed2026-04-28

ENERGY TRANSFER L P COM UT LTD PTN

2.63%

Shares19.9K

Event2026-03-31

Filed2026-04-28

AEP

AMERICAN ELEC PWR CO INC COM

2.90%

Shares2.9K

Event2026-03-31

Filed2026-04-28

GCOW

PACER GLOBAL CASH COWS DIVIDEND ETF

0.00%

Shares7.9K

Event2026-03-31

Filed2026-04-28

VNLA

JANUS HENDERSON SHORT DURATION INCOME ETF

19.22%

Shares7.4K

Event2026-03-31

Filed2026-04-28

GOLDMAN SACHS GROUP INC COM

-96.18%

Shares422

Event2026-03-31

Filed2026-04-28

BLACKSTONE INC COM

-13.28%

Shares3.1K

Event2026-03-31

Filed2026-04-28

BIV

VANGUARD INTERMEDIATE-TERM BOND ETF

23.72%

Shares4.6K

Event2026-03-31

Filed2026-04-28

CRWD

CROWDSTRIKE HLDGS INC CL A

-1.53%

Shares900

Event2026-03-31

Filed2026-04-28

REGIONS FINANCIAL CORP NEW COM

0.51%

Shares13.3K

Event2026-03-31

Filed2026-04-28

LAM RESEARCH CORP COM NEW

1.37%

Shares1.6K

Event2026-03-31

Filed2026-04-28

IWP

ISHARES RUSSELL MID-CAP GROWTH ETF

30.88%

Shares2.7K

Event2026-03-31

Filed2026-04-28

GLW

CORNING INC COM

-8.70%

Shares2.5K

Event2026-03-31

Filed2026-04-28

SPYG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

14.90%

Shares3.4K

Event2026-03-31

Filed2026-04-28

VDE

VANGUARD ENERGY ETF

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-28

VANGUARD MID-CAP ETF

-17.08%

Shares1.1K

Event2026-03-31

Filed2026-04-28

PEG

PUBLIC SVC ENTERPRISE GROUP COM

0.45%

Shares4.0K

Event2026-03-31

Filed2026-04-28

BMO

BANK MONTREAL MEDIUM COM

0.08%

Shares2.4K

Event2026-03-31

Filed2026-04-28

HYCROFT MINING HOLDING CORP CL A NEW

New

Shares8.9K

Event2026-03-31

Filed2026-04-28

MSI

MOTOROLA SOLUTIONS INC COM NEW

4.72%

Shares710

Event2026-03-31

Filed2026-04-28

IHDG

WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND

0.00%

Shares6.4K

Event2026-03-31

Filed2026-04-28

CEG

CONSTELLATION ENERGY CORP COM

2.04%

Shares1.1K

Event2026-03-31

Filed2026-04-28

GDX

VANECK GOLD MINERS ETF

1.00%

Shares3.2K

Event2026-03-31

Filed2026-04-28

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

11.43%

Shares4.2K

Event2026-03-31

Filed2026-04-28

TER

TERADYNE INC COM

8133.33%

Shares988

Event2026-03-31

Filed2026-04-28

VLO

VALERO ENERGY CORP COM

27.28%

Shares1.2K

Event2026-03-31

Filed2026-04-28

VBK

VANGUARD SMALL-CAP GROWTH ETF

0.00%

Shares943

Event2026-03-31

Filed2026-04-28

CANADIAN PACIFIC KANSAS CITY COM

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-28

PRU

PRUDENTIAL FINL INC COM

-97.36%

Shares2.8K

Event2026-03-31

Filed2026-04-28

SCHX

SCHWAB U.S. LARGE-CAP ETF

0.24%

Shares10.6K

Event2026-03-31

Filed2026-04-28

VEU

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND

90.92%

Shares3.6K

Event2026-03-31

Filed2026-04-28

WELL

WELLTOWER INC COM

-15.25%

Shares1.3K

Event2026-03-31

Filed2026-04-28

VIS

VANGUARD INDUSTRIALS ETF

0.00%

Shares840

Event2026-03-31

Filed2026-04-28

MDY

STATE STREET SPDR S&P MIDCAP 400 ETF TRUST

-36.06%

Shares422

Event2026-03-31

Filed2026-04-28

IWM

ISHARES RUSSELL 2000 ETF

-15.08%

Shares1.0K

Event2026-03-31

Filed2026-04-28

BTI

BRITISH AMERN TOB PLC SPONSORED ADR

-4.05%

Shares4.4K

Event2026-03-31

Filed2026-04-28

BARRICK MNG CORP COM SHS

-3.38%

Shares6.2K

Event2026-03-31

Filed2026-04-28

BOEING CO COM

-35.49%

Shares1.3K

Event2026-03-31

Filed2026-04-28

VANGUARD LARGE-CAP ETF

0.00%

Shares837

Event2026-03-31

Filed2026-04-28

IJJ

ISHARES S&P MID-CAP 400 VALUE ETF

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-28

DELL

DELL TECHNOLOGIES INC CL C

1.41%

Shares1.4K

Event2026-03-31

Filed2026-04-28

YUM

YUM BRANDS INC COM

1.63%

Shares1.5K

Event2026-03-31

Filed2026-04-28

ESGE

ISHARES ESG AWARE MSCI EM ETF

-31.48%

Shares5.1K

Event2026-03-31

Filed2026-04-28

JKHY

HENRY JACK & ASSOC INC COM

-0.62%

Shares1.5K

Event2026-03-31

Filed2026-04-28

VANGUARD SMALL-CAP ETF

-23.88%

Shares870

Event2026-03-31

Filed2026-04-28

SPYD

STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF

200.12%

Shares4.9K

Event2026-03-31

Filed2026-04-28

GBTC

GRAYSCALE BITCOIN TRUST ETF

18.28%

Shares4.2K

Event2026-03-31

Filed2026-04-28

GE AEROSPACE COM NEW

20.52%

Shares781

Event2026-03-31

Filed2026-04-28

IMCG

ISHARES MORNINGSTAR MID-CAP GROWTH ETF

-9.51%

Shares2.8K

Event2026-03-31

Filed2026-04-28

CWB

STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-28

VOE

VANGUARD MID-CAP VALUE ETF

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-28

USB

US BANCORP COM NEW

3.65%

Shares4.2K

Event2026-03-31

Filed2026-04-28

SOUTHERN CO COM

9.10%

Shares2.3K

Event2026-03-31

Filed2026-04-28

MMM

3M CO COM

22.63%

Shares1.5K

Event2026-03-31

Filed2026-04-28

IBDV

ISHARES IBONDS DEC 2030 TERM CORPORATE ETF

43.08%

Shares9.7K

Event2026-03-31

Filed2026-04-28

VWO

VANGUARD FTSE EMERGING MARKETS ETF

0.36%

Shares3.9K

Event2026-03-31

Filed2026-04-28

VYMI

VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF

-6.23%

Shares2.2K

Event2026-03-31

Filed2026-04-28

CRM

SALESFORCE INC COM

22.87%

Shares1.1K

Event2026-03-31

Filed2026-04-28

IBDT

ISHARES IBONDS DEC 2028 TERM CORPORATE ETF

46.95%

Shares8.0K

Event2026-03-31

Filed2026-04-28

IBIT

ISHARES BITCOIN TRUST ETF

44.85%

Shares5.3K

Event2026-03-31

Filed2026-04-28

IBDS

ISHARES IBONDS DEC 2027 TERM CORPORATE ETF

47.63%

Shares8.3K

Event2026-03-31

Filed2026-04-28

PPLT

ABRDN PHYSICAL PLATINUM SHARES ETF

800.00%

Shares1.1K

Event2026-03-31

Filed2026-04-28

GSY

INVESCO ULTRA SHORT DURATION ETF

-12.04%

Shares4.0K

Event2026-03-31

Filed2026-04-28

AXP

AMERICAN EXPRESS CO COM

-1.35%

Shares658

Event2026-03-31

Filed2026-04-28

VCIT

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

182.47%

Shares2.4K

Event2026-03-31

Filed2026-04-28

FIDU

FIDELITY MSCI INDUSTRIAL INDEX ETF

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-28

IBDU

ISHARES IBONDS DEC 2029 TERM CORPORATE ETF

48.55%

Shares8.5K

Event2026-03-31

Filed2026-04-28

CENCORA INC COM

0.97%

Shares626

Event2026-03-31

Filed2026-04-28

IBDW

ISHARES IBONDS DEC 2031 TERM CORPORATE ETF

48.56%

Shares9.3K

Event2026-03-31

Filed2026-04-28

IBDR

ISHARES IBONDS DEC 2026 TERM CORPORATE ETF

50.08%

Shares8.0K

Event2026-03-31

Filed2026-04-28

SCO

PROSHARES ULTRASHORT BLOOMBERG CRUDE OIL

New

Shares23.0K

Event2026-03-31

Filed2026-04-28

SCHA

SCHWAB U.S. SMALL-CAP ETF

15.88%

Shares6.5K

Event2026-03-31

Filed2026-04-28

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS

0.83%

Shares485

Event2026-03-31

Filed2026-04-28

IVE

ISHARES S&P 500 VALUE ETF

85.74%

Shares873

Event2026-03-31

Filed2026-04-28

COEUR MNG INC COM NEW

206.85%

Shares9.8K

Event2026-03-31

Filed2026-04-28

VANGUARD TOTAL WORLD STOCK ETF

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-28

VBR

VANGUARD SMALL CAP VALUE ETF

0.00%

Shares828

Event2026-03-31

Filed2026-04-28

IJT

ISHARES S&P SMALL-CAP 600 GROWTH ETF

0.08%

Shares1.2K

Event2026-03-31

Filed2026-04-28

EMBJ

EMBRAER S.A. SPONSORED ADS

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-28

MUB

ISHARES NATIONAL MUNI BOND ETF

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-28

KROGER CO COM

0.33%

Shares2.5K

Event2026-03-31

Filed2026-04-28

MMC

MARSH & MCLENNAN COS INC COM

4.51%

Shares1.0K

Event2026-03-31

Filed2026-04-28

DIS

DISNEY WALT CO COM

1.67%

Shares1.8K

Event2026-03-31

Filed2026-04-28

SOFI

SOFI TECHNOLOGIES INC COM

434.17%

Shares11.1K

Event2026-03-31

Filed2026-04-28

FLDR

FIDELITY LOW DURATION BOND FACTOR ETF

New

Shares3.5K

Event2026-03-31

Filed2026-04-28

SPEM

STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF

2.76%

Shares3.7K

Event2026-03-31

Filed2026-04-28

RSPH

INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF

0.16%

Shares5.8K

Event2026-03-31

Filed2026-04-28

VWOB

VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF

204.97%

Shares2.6K

Event2026-03-31

Filed2026-04-28

GME

GAMESTOP CORP CL A

25.00%

Shares7.5K

Event2026-03-31

Filed2026-04-28

CTVA

CORTEVA INC COM

6.41%

Shares2.1K

Event2026-03-31

Filed2026-04-28

NEE

NEXTERA ENERGY INC COM

2.11%

Shares1.8K

Event2026-03-31

Filed2026-04-28

IGSB

ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

161.42%

Shares3.2K

Event2026-03-31

Filed2026-04-28

SBUX

STARBUCKS CORP COM

-39.64%

Shares1.9K

Event2026-03-31

Filed2026-04-28

UNH

UNITEDHEALTH GROUP INC COM

11.63%

Shares624

Event2026-03-31

Filed2026-04-28

GEV

GE VERNOVA INC COM

6.67%

Shares192

Event2026-03-31

Filed2026-04-28

KKR & CO INC COM

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-28

VTR

VENTAS INC COM

5.89%

Shares2.0K

Event2026-03-31

Filed2026-04-28

FIRST MAJESTIC SILVER CORP COM

115.14%

Shares7.5K

Event2026-03-31

Filed2026-04-28

NEM

NEWMONT CORP COM

126.50%

Shares1.5K

Event2026-03-31

Filed2026-04-28

DIA

STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

-28.90%

Shares342

Event2026-03-31

Filed2026-04-28

GIS

GENERAL MILLS INC COM

-0.09%

Shares4.2K

Event2026-03-31

Filed2026-04-28

MORGAN STANLEY COM NEW

3.71%

Shares951

Event2026-03-31

Filed2026-04-28

QNITY ELECTRONICS INC COMMON STOCK

1.35%

Shares1.4K

Event2026-03-31

Filed2026-04-28

VCR

VANGUARD CONSUMER DISCRETIONARY ETF

0.00%

Shares433

Event2026-03-31

Filed2026-04-28

MTUM

ISHARES MSCI USA MOMENTUM FACTOR ETF

25.68%

Shares646

Event2026-03-31

Filed2026-04-28

EMXC

ISHARES MSCI EMERGING MARKETS EX CHINA ETF

-11.12%

Shares2.0K

Event2026-03-31

Filed2026-04-28

PSLV

SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER

New

Shares6.2K

Event2026-03-31

Filed2026-04-28

LQD

ISHARES IBOXX USD INVESTMENT GRADE CORPORATE BOND ETF

19.88%

Shares1.4K

Event2026-03-31

Filed2026-04-28

UNP

UNION PAC CORP COM

4.39%

Shares618

Event2026-03-31

Filed2026-04-28

LGLV

STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF

1.57%

Shares840

Event2026-03-31

Filed2026-04-28

MCHP

MICROCHIP TECHNOLOGY INC. COM

1.58%

Shares2.3K

Event2026-03-31

Filed2026-04-28

CMCSA

COMCAST CORP NEW CL A

2.78%

Shares5.2K

Event2026-03-31

Filed2026-04-28

XSD

STATE STREET SPDR S&P SEMICONDUCTOR ETF

0.00%

Shares447

Event2026-03-31

Filed2026-04-28

VNQI

VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-28

WFC

WELLS FARGO & CO COM

14.12%

Shares1.8K

Event2026-03-31

Filed2026-04-28

XLF

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

16.28%

Shares2.9K

Event2026-03-31

Filed2026-04-28

USPX

FRANKLIN U.S. EQUITY INDEX ETF

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-28

BMY

BRISTOL-MYERS SQUIBB CO COM

-8.20%

Shares2.4K

Event2026-03-31

Filed2026-04-28

SOUN

SOUNDHOUND AI INC CLASS A COM

89.91%

Shares20.9K

Event2026-03-31

Filed2026-04-28

QQQJ

INVESCO NASDAQ NEXT GEN 100 ETF

191.92%

Shares3.9K

Event2026-03-31

Filed2026-04-28

XCEM

COLUMBIA EM CORE EX-CHINA ETF

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-28

TMUS

T-MOBILE US INC COM

0.75%

Shares668

Event2026-03-31

Filed2026-04-28

CII

BLACKROCK ENHANCED LARGE CAP C COM

5.68%

Shares6.6K

Event2026-03-31

Filed2026-04-28

LQDH

ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF

New

Shares1.5K

Event2026-03-31

Filed2026-04-28

VGIT

VANGUARD INTERMEDIATE-TERM TREASURY ETF

-4.73%

Shares2.3K

Event2026-03-31

Filed2026-04-28

BAC

BANK OF AMER CORP COM

3.36%

Shares2.8K

Event2026-03-31

Filed2026-04-28

ARLP

ALLIANCE RESOURCE PARTNERS L P UT LTD PART

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-28

KEY

KEYCORP COM

0.83%

Shares6.6K

Event2026-03-31

Filed2026-04-28

FAS

DIREXION DAILY FINANCIAL BULL 3X ETF

37.50%

Shares1.1K

Event2026-03-31

Filed2026-04-28

HOOD

ROBINHOOD MKTS INC COM CL A

28.50%

Shares1.9K

Event2026-03-31

Filed2026-04-28

KMB

KIMBERLY-CLARK CORP COM

65.12%

Shares1.3K

Event2026-03-31

Filed2026-04-28

TXN

TEXAS INSTRS INC COM

3.25%

Shares668

Event2026-03-31

Filed2026-04-28

JEPQ

JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF

1053.96%

Shares2.3K

Event2026-03-31

Filed2026-04-28

JFLX

JPMORGAN FLEXIBLE DEBT ETF

New

Shares2.6K

Event2026-03-31

Filed2026-04-28

SUPER MICRO COMPUTER INC COM NEW

34.57%

Shares5.6K

Event2026-03-31

Filed2026-04-28

MLPA

GLOBAL X MLP ETF

1.90%

Shares2.3K

Event2026-03-31

Filed2026-04-28

ALL

ALLSTATE CORP COM

3.63%

Shares599

Event2026-03-31

Filed2026-04-28

CAVA

CAVA GROUP INC COM

24.81%

Shares1.5K

Event2026-03-31

Filed2026-04-28

ONEY

STATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETF

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-28

XMHQ

INVESCO S&P MIDCAP QUALITY ETF

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-28

IBDX

ISHARES IBONDS DEC 2032 TERM CORPORATE ETF

115.18%

Shares4.7K

Event2026-03-31

Filed2026-04-28

WPM

WHEATON PRECIOUS METALS CORP COM

248.05%

Shares891

Event2026-03-31

Filed2026-04-28

VGK

VANGUARD FTSE EUROPE ETF

0.21%

Shares1.4K

Event2026-03-31

Filed2026-04-28

FIXD

FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-28

FDVV

FIDELITY HIGH DIVIDEND ETF

17.38%

Shares2.1K

Event2026-03-31

Filed2026-04-28

IHI

ISHARES U.S. MEDICAL DEVICES ETF

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-28

JEPI

JPMORGAN EQUITY PREMIUM INCOME ETF

71.00%

Shares2.0K

Event2026-03-31

Filed2026-04-28

GDV

GABELLI DIVID & INCOME TR COM

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-28

NKE

NIKE INC CL B

23.65%

Shares2.1K

Event2026-03-31

Filed2026-04-28

CMG

CHIPOTLE MEXICAN GRILL INC COM

3.18%

Shares3.5K

Event2026-03-31

Filed2026-04-28

EFV

ISHARES MSCI EAFE VALUE ETF

97.51%

Shares1.5K

Event2026-03-31

Filed2026-04-28

CCJ

CAMECO CORP COM

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-28

INVESCO S&P 500 PURE GROWTH ETF

0.04%

Shares2.4K

Event2026-03-31

Filed2026-04-28

ASTRAZENECA PLC ORD

New

Shares561

Event2026-03-31

Filed2026-04-28

ALERIAN MLP ETF

-63.97%

Shares2.1K

Event2026-03-31

Filed2026-04-28

FNCL

FIDELITY MSCI FINANCIALS INDEX ETF

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-28

QCOM

QUALCOMM INC COM

-62.80%

Shares837

Event2026-03-31

Filed2026-04-28

DUPONT DE NEMOURS INC COM

0.77%

Shares2.3K

Event2026-03-31

Filed2026-04-28

HUBBELL INC COM

0.94%

Shares215

Event2026-03-31

Filed2026-04-28

SCHP

SCHWAB US TIPS ETF

-32.85%

Shares3.9K

Event2026-03-31

Filed2026-04-28

INTC

INTEL CORP COM

-12.14%

Shares2.3K

Event2026-03-31

Filed2026-04-28

HSBC

HSBC HLDGS PLC SPON ADR NEW

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-28

VENTURE GLOBAL INC COM CL A

New

Shares6.4K

Event2026-03-31

Filed2026-04-28

APOLLO GLOBAL MGMT INC COM

0.89%

Shares905

Event2026-03-31

Filed2026-04-28

HIGHLANDER SILVER CORP COM

New

Shares17.0K

Event2026-03-31

Filed2026-04-28

ODFL

OLD DOMINION FREIGHT LINE INC COM

9.89%

Shares511

Event2026-03-31

Filed2026-04-28

GOVT

ISHARES U.S. TREASURY BOND ETF

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-28

ARM

ARM HOLDINGS PLC SPONSORED ADS

1216.00%

Shares658

Event2026-03-31

Filed2026-04-28

SLYG

STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF

-2.10%

Shares1.0K

Event2026-03-31

Filed2026-04-28

CANARY XRP ETF

New

Shares6.9K

Event2026-03-31

Filed2026-04-28

TJX

TJX COS INC NEW COM

11.42%

Shares605

Event2026-03-31

Filed2026-04-28

COF

CAPITAL ONE FINL CORP COM

23.35%

Shares523

Event2026-03-31

Filed2026-04-28

MP MATERIALS CORP COM CL A

108.03%

Shares1.9K

Event2026-03-31

Filed2026-04-28

APD

AIR PRODUCTS AND CHEMICALS INC COM

3.87%

Shares322

Event2026-03-31

Filed2026-04-28

YUMC

YUM CHINA HLDGS INC COM

1.22%

Shares1.9K

Event2026-03-31

Filed2026-04-28

GRAYSCALE BITCOIN MINI TRUST ETF

2.87%

Shares3.0K

Event2026-03-31

Filed2026-04-28

FDL

FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-28

WDC

WESTERN DIGITAL CORP COM

-10.03%

Shares332

Event2026-03-31

Filed2026-04-28

PAAS

PAN AMERN SILVER CORP COM

315.19%

Shares1.6K

Event2026-03-31

Filed2026-04-28

FNV

FRANCO NEV CORP COM

0.00%

Shares360

Event2026-03-31

Filed2026-04-28

OKE

ONEOK INC NEW COM

-11.15%

Shares972

Event2026-03-31

Filed2026-04-28

ABT

ABBOTT LABORATORIES COM

-21.46%

Shares838

Event2026-03-31

Filed2026-04-28

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

733.90%

Shares1.5K

Event2026-03-31

Filed2026-04-28

MDLZ

MONDELEZ INTL INC CL A

3.42%

Shares1.5K

Event2026-03-31

Filed2026-04-28

SCHO

SCHWAB SHORT-TERM US TREASURY ETF

-4.66%

Shares3.4K

Event2026-03-31

Filed2026-04-28

USAR

USA RARE EARTH INC COM

New

Shares5.5K

Event2026-03-31

Filed2026-04-28

GSK PLC SPONSORED ADR

15.29%

Shares1.5K

Event2026-03-31

Filed2026-04-28

VPU

VANGUARD UTILITIES ETF

0.00%

Shares419

Event2026-03-31

Filed2026-04-28

CZR

CAESARS ENTERTAINMENT INC NEW COM

-28.13%

Shares3.1K

Event2026-03-31

Filed2026-04-28

SPDW

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-28

IWR

ISHARES RUSSELL MIDCAP ETF

-1.97%

Shares848

Event2026-03-31

Filed2026-04-28

HECLA MINING COMPANY COM

38.55%

Shares4.4K

Event2026-03-31

Filed2026-04-28

DBA

INVESCO DB AGRICULTURE FUND

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-28

DOW

DOW HLDGS INC COM

4.80%

Shares1.9K

Event2026-03-31

Filed2026-04-28

HON

HONEYWELL INTL INC COM

-9.18%

Shares356

Event2026-03-31

Filed2026-04-28

IBDY

ISHARES IBONDS DEC 2033 TERM CORPORATE ETF

431.47%

Shares3.0K

Event2026-03-31

Filed2026-04-28

ARISTA NETWORKS INC COM SHS

77.09%

Shares634

Event2026-03-31

Filed2026-04-28

AVUV

AVANTIS U.S. SMALL CAP VALUE ETF

251.50%

Shares703

Event2026-03-31

Filed2026-04-28

VFMF

VANGUARD U.S. MULTIFACTOR ETF

0.00%

Shares500

Event2026-03-31

Filed2026-04-28

CARLYLE GROUP INC COM

1.97%

Shares1.6K

Event2026-03-31

Filed2026-04-28

TE CONNECTIVITY PLC ORD SHS

-0.54%

Shares370

Event2026-03-31

Filed2026-04-28

IDV

ISHARES INTERNATIONAL SELECT DIVIDEND ETF

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-28

GARP

ISHARES MSCI USA QUALITY GARP ETF

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-28

VONV

VANGUARD RUSSELL 1000 VALUE ETF

5.83%

Shares817

Event2026-03-31

Filed2026-04-28

COPX

GLOBAL X COPPER MINERS ETF

New

Shares1.0K

Event2026-03-31

Filed2026-04-28

SMLF

ISHARES U.S. SMALLCAP EQUITY FACTOR ETF

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-28

WSM

WILLIAMS SONOMA INC COM

1.22%

Shares414

Event2026-03-31

Filed2026-04-28

MGK

VANGUARD MEGA CAP GROWTH ETF

0.00%

Shares205

Event2026-03-31

Filed2026-04-28

FETH

FIDELITY ETHEREUM FUND ETF

New

Shares3.6K

Event2026-03-31

Filed2026-04-28

IBTI

ISHARES IBONDS DEC 2028 TERM TREASURY ETF

0.06%

Shares3.4K

Event2026-03-31

Filed2026-04-28

VHT

VANGUARD HEALTH CARE ETF

0.00%

Shares275

Event2026-03-31

Filed2026-04-28

UPS

UNITED PARCEL SVCS INC CL B

43.83%

Shares758

Event2026-03-31

Filed2026-04-28

IBTH

ISHARES IBONDS DEC 2027 TERM TREASURY ETF

0.03%

Shares3.3K

Event2026-03-31

Filed2026-04-28

GSEW

GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF

0.34%

Shares878

Event2026-03-31

Filed2026-04-28

OEF

ISHARES S&P 100 ETF

288.33%

Shares233

Event2026-03-31

Filed2026-04-28

SPYM

STATE STREET SPDR PORTFOLIO S&P 500 ETF

233.45%

Shares967

Event2026-03-31

Filed2026-04-28

FCX

FREEPORT MCMORAN INC CL B

44.20%

Shares1.3K

Event2026-03-31

Filed2026-04-28

SYY

SYSCO CORP COM

3.20%

Shares1.0K

Event2026-03-31

Filed2026-04-28

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

0.00%

Shares553

Event2026-03-31

Filed2026-04-28

IBTL

ISHARES IBONDS DEC 2031 TERM TREASURY ETF

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-28

CRWV

COREWEAVE INC COM CL A

54.77%

Shares941

Event2026-03-31

Filed2026-04-28

NKSH

NATIONAL BANKSHARES INC VA COM

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-28

STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF

0.00%

Shares760

Event2026-03-31

Filed2026-04-28

EEMS

ISHARES MSCI EMERGING MARKETS SMALL CAP ETF

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-28

TOST

TOAST INC CL A

5.18%

Shares2.7K

Event2026-03-31

Filed2026-04-28

IWS

ISHARES RUSSELL MID-CAP VALUE ETF

108.37%

Shares498

Event2026-03-31

Filed2026-04-28

FORD MTR CO COM

1.92%

Shares6.3K

Event2026-03-31

Filed2026-04-28

MSM

MSC INDL DIRECT INC CL A

0.26%

Shares782

Event2026-03-31

Filed2026-04-28

NSC

NORFOLK SOUTHN CORP COM

6.81%

Shares251

Event2026-03-31

Filed2026-04-28

CEF

SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-28

ACHR

ARCHER AVIATION INC COM CL A

76.83%

Shares13.8K

Event2026-03-31

Filed2026-04-28

RRC

RANGE RES CORP COM

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-28

TRP

TC ENERGY CORP COM

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-28

TOYOTA MOTOR CORP ADS

-0.58%

Shares344

Event2026-03-31

Filed2026-04-28

WBD

WARNER BROS DISCOVERY INC COM SER A

-1.88%

Shares2.6K

Event2026-03-31

Filed2026-04-28

IBTK

ISHARES IBONDS DEC 2030 TERM TREASURY ETF

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-28

VRT

VERTIV HOLDINGS CO COM CL A

-84.00%

Shares280

Event2026-03-31

Filed2026-04-28

EVERSOURCE ENERGY COM

4.33%

Shares1.0K

Event2026-03-31

Filed2026-04-28

IEUR

ISHARES CORE MSCI EUROPE ETF

0.00%

Shares996

Event2026-03-31

Filed2026-04-28

IBTJ

ISHARES IBONDS DEC 2029 TERM TREASURY ETF

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-28

DINO

HF SINCLAIR CORP COM

0.55%

Shares1.1K

Event2026-03-31

Filed2026-04-28

EOG

EOG RES INC COM

4.42%

Shares473

Event2026-03-31

Filed2026-04-28

VTEB

VANGUARD TAX-EXEMPT BOND ETF

-26.76%

Shares1.4K

Event2026-03-31

Filed2026-04-28

DJT

TRUMP MEDIA & TECHNOLOGY GROUP COM

762.91%

Shares7.4K

Event2026-03-31

Filed2026-04-28

IBTG

ISHARES IBONDS DEC 2026 TERM TREASURY ETF

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-28

APP

APPLOVIN CORP COM CL A

11.04%

Shares171

Event2026-03-31

Filed2026-04-28

MET

METLIFE INC COM

36.38%

Shares941

Event2026-03-31

Filed2026-04-28

EXC

EXELON CORP COM

4.88%

Shares1.4K

Event2026-03-31

Filed2026-04-28

IVOO

VANGUARD S&P MID-CAP 400 ETF

0.00%

Shares567

Event2026-03-31

Filed2026-04-28

IXN

ISHARES GLOBAL TECH ETF

0.00%

Shares648

Event2026-03-31

Filed2026-04-28

VOT

VANGUARD MID-CAP GROWTH ETF

0.00%

Shares248

Event2026-03-31

Filed2026-04-28

REALTY INCOME CORP COM

13.11%

Shares1.0K

Event2026-03-31

Filed2026-04-28

PLD

PROLOGIS INC. COM

43.41%

Shares479

Event2026-03-31

Filed2026-04-28

DRI

DARDEN RESTAURANTS INC COM

0.31%

Shares321

Event2026-03-31

Filed2026-04-28

TRV

TRAVELERS COMPANIES INC COM

4.90%

Shares214

Event2026-03-31

Filed2026-04-28

GWW

WW GRAINGER INC COM

-1.75%

Shares56

Event2026-03-31

Filed2026-04-28

GENERAL MTRS CO COM

-10.39%

Shares811

Event2026-03-31

Filed2026-04-28

NVS

NOVARTIS AG SPONSORED ADR

0.00%

Shares392

Event2026-03-31

Filed2026-04-28

DIVB

ISHARES CORE DIVIDEND ETF

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-28

QLTA

ISHARES AAA-A RATED CORPORATE BOND ETF

0.73%

Shares1.2K

Event2026-03-31

Filed2026-04-28

LHX

L3HARRIS TECHNOLOGIES INC COM

3.05%

Shares169

Event2026-03-31

Filed2026-04-28

MLM

MARTIN MARIETTA MATLS INC COM

13.95%

Shares98

Event2026-03-31

Filed2026-04-28

PDI

PIMCO DYNAMIC INCOME FD SHS

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-28

VNQ

VANGUARD REAL ESTATE ETF

-1.53%

Shares644

Event2026-03-31

Filed2026-04-28

HII

HUNTINGTON INGALLS INDS INC COM

1775.00%

Shares150

Event2026-03-31

Filed2026-04-28

XLU

STATE STREET UTILITIES SELECT SECTOR SPDR ETF

2924.39%

Shares1.2K

Event2026-03-31

Filed2026-04-28

UUUU

ENERGY FUELS INC COM NEW

-11.76%

Shares3.1K

Event2026-03-31

Filed2026-04-28

CVS

CVS HEALTH CORP COM

34.97%

Shares772

Event2026-03-31

Filed2026-04-28

SSO

PROSHARES ULTRA S&P 500

New

Shares1.1K

Event2026-03-31

Filed2026-04-28

SIL

GLOBAL X SILVER MINERS ETF

0.00%

Shares608

Event2026-03-31

Filed2026-04-28

PARKER-HANNIFIN CORP COM

15.09%

Shares61

Event2026-03-31

Filed2026-04-28

ALB

ALBEMARLE CORP COM

-0.98%

Shares303

Event2026-03-31

Filed2026-04-28

BKLN

INVESCO SENIOR LOAN ETF

12.18%

Shares2.7K

Event2026-03-31

Filed2026-04-28

IPAC

ISHARES CORE MSCI PACIFIC ETF

0.00%

Shares710

Event2026-03-31

Filed2026-04-28

ITW

ILLINOIS TOOL WKS INC COM

5.58%

Shares208

Event2026-03-31

Filed2026-04-28

SDY

STATE STREET SPDR S&P DIVIDEND ETF

New

Shares370

Event2026-03-31

Filed2026-04-28

VIGI

VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF

1.83%

Shares611

Event2026-03-31

Filed2026-04-28

CHUBB LTD SWITZ COM

11.49%

Shares165

Event2026-03-31

Filed2026-04-28

BXMT

BLACKSTONE MORTGAGE TRUST INC COM CL A

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-28

PBA

PEMBINA PIPELINE CORP COM

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-28

PAYX

PAYCHEX INC COM

44.50%

Shares578

Event2026-03-31

Filed2026-04-28

IUSV

ISHARES CORE S&P US VALUE ETF

0.00%

Shares519

Event2026-03-31

Filed2026-04-28

DHR

DANAHER CORP DEL COM

44.79%

Shares278

Event2026-03-31

Filed2026-04-28

DFIV

DIMENSIONAL INTERNATIONAL VALUE ETF

0.10%

Shares994

Event2026-03-31

Filed2026-04-28

HIMS

HIMS & HERS HEALTH INC COM CL A

180.67%

Shares2.5K

Event2026-03-31

Filed2026-04-28

OLP

ONE LIBERTY PPTYS INC COM

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-28

NET

CLOUDFLARE INC CL A COM

16.06%

Shares253

Event2026-03-31

Filed2026-04-28

JPLD

JPMORGAN LIMITED DURATION BOND ETF

New

Shares1.0K

Event2026-03-31

Filed2026-04-28

WAT

WATERS CORP COM

11.46%

Shares175

Event2026-03-31

Filed2026-04-28

BP PLC SPONSORED ADR

-0.72%

Shares1.1K

Event2026-03-31

Filed2026-04-28

ANGL

VANECK FALLEN ANGEL HIGH YIELD BOND ETF

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-28

LINDE PLC SHS

70.49%

Shares104

Event2026-03-31

Filed2026-04-28

SMH

VANECK SEMICONDUCTOR ETF

0.76%

Shares133

Event2026-03-31

Filed2026-04-28

GLDD

GREAT LAKES DREDGE & DOCK CORP COM

New

Shares3.0K

Event2026-03-31

Filed2026-04-28

GLDM

SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST

-15.51%

Shares550

Event2026-03-31

Filed2026-04-28

VCSH

VANGUARD SHORT-TERM CORPORATE BOND ETF

0.00%

Shares638

Event2026-03-31

Filed2026-04-28

ARCC

ARES CAPITAL CORP COM

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-28

REALLOYS INC COM

New

Shares5.2K

Event2026-03-31

Filed2026-04-28

IAUM

ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST

-16.09%

Shares1.1K

Event2026-03-31

Filed2026-04-28

VAW

VANGUARD MATERIALS ETF

0.00%

Shares218

Event2026-03-31

Filed2026-04-28

TXRH

TEXAS ROADHOUSE INC COM

-3.59%

Shares295

Event2026-03-31

Filed2026-04-28

NFG

NATIONAL FUEL GAS CO COM

170.16%

Shares516

Event2026-03-31

Filed2026-04-28

SMA

SMARTSTOP SELF STORAG REIT INC COMMON STOCK

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-28

SNDK

SANDISK CORP COM

11.76%

Shares76

Event2026-03-31

Filed2026-04-28

DGRW

WISDOMTREE US QUALITY DIVIDEND GROWTH FUND

20.13%

Shares549

Event2026-03-31

Filed2026-04-28

ISTB

ISHARES CORE 1-5 YEAR USD BOND ETF

0.00%

Shares992

Event2026-03-31

Filed2026-04-28

MSTR

STRATEGY INC CL A NEW

4.05%

Shares385

Event2026-03-31

Filed2026-04-28

SOXL

DIREXION DAILY SEMICONDUCTOR BULL 3X ETF

-88.90%

Shares1.0K

Event2026-03-31

Filed2026-04-28

SLYV

STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF

0.00%

Shares501

Event2026-03-31

Filed2026-04-28

IYF

ISHARES U.S. FINANCIALS ETF

0.00%

Shares400

Event2026-03-31

Filed2026-04-28

MAR

MARRIOTT INTL INC NEW CL A

11.63%

Shares144

Event2026-03-31

Filed2026-04-28

Call Option Holdings

SPDR GOLD TR CLL OPT 04/26 455.0 CAL Call CallSPDR GOLD TR CLL OPT 04/26 455.0 CAL4.0K sharesnew addition2026-03-312026-04-28

PYPL Call CallPAYPAL HLDGS INC CLL OPT 01/27 32.5 CAL11.5K sharesnew addition2026-03-312026-04-28

VENTURE GLOBAL INC CLL OPT 06/26 20.0 CAL Call CallVENTURE GLOBAL INC CLL OPT 06/26 20.0 CAL12.0K sharesnew addition2026-03-312026-04-28

NVO Call CallNOVO-NORDISK A S CLL OPT 01/27 35.0 CAL5.0K sharesnew addition2026-03-312026-04-28

NETFLIX INC CLL OPT 01/27 88.0 CAL Call CallNETFLIX INC CLL OPT 01/27 88.0 CAL500 sharesnew addition2026-03-312026-04-28

SOUNDHOUND AI INC CLL OPT 01/27 10.0 CAL Call CallSOUNDHOUND AI INC CLL OPT 01/27 10.0 CAL2.5K shares0.00%2026-03-312026-04-28

SPDR GOLD TR CLL OPT 04/26 455.0 CAL Call

SPDR GOLD TR CLL OPT 04/26 455.0 CAL

New

Shares4.0K

Event2026-03-31

Filed2026-04-28

PYPL Call

PAYPAL HLDGS INC CLL OPT 01/27 32.5 CAL

New

Shares11.5K

Event2026-03-31

Filed2026-04-28

VENTURE GLOBAL INC CLL OPT 06/26 20.0 CAL Call

VENTURE GLOBAL INC CLL OPT 06/26 20.0 CAL

New

Shares12.0K

Event2026-03-31

Filed2026-04-28

NVO Call

NOVO-NORDISK A S CLL OPT 01/27 35.0 CAL

New

Shares5.0K

Event2026-03-31

Filed2026-04-28

NETFLIX INC CLL OPT 01/27 88.0 CAL Call

NETFLIX INC CLL OPT 01/27 88.0 CAL

New

Shares500

Event2026-03-31

Filed2026-04-28

SOUNDHOUND AI INC CLL OPT 01/27 10.0 CAL Call

SOUNDHOUND AI INC CLL OPT 01/27 10.0 CAL

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-28

Put Option Holdings

ISHARES SILVER TR PUT OPT 09/26 52.0 PUT Put PutISHARES SILVER TR PUT OPT 09/26 52.0 PUT6.0K sharesnew addition2026-03-312026-04-28

ISHARES SILVER TR PUT OPT 09/26 52.0 PUT Put

ISHARES SILVER TR PUT OPT 09/26 52.0 PUT

New

Shares6.0K

Event2026-03-31

Filed2026-04-28