The Analysis of Capital Investment Advisory Services, LLC's Holdings & P&L


Currently, Capital Investment Advisory Services, LLC holds 1206 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in QQQI (+114.1K shares, valued at $5.7M), SGOV (+49.2K shares, valued at $5.0M), JEPI (+68.7K shares, valued at $3.9M); decreased their positions in IVV (-20.3K shares, valued at $13.3M), DGRO (-156.4K shares, valued at $11.0M), BIL (-100.6K shares, valued at $9.2M); initiated new positions in BAI (+71.6K shares, valued at $2.4M), N/A (+7.0K shares, valued at $1.5M), DHDG (+37.2K shares, valued at $1.3M).


1M P&L
+37.7M+2.92%
3M P&L
-44.4M-3.24%
HY P&L
+12.2M+0.93%

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/A784.2M
63.6%
2Semiconductors61.8M
5.0%
3Drug Manufacturers - General40.2M
3.3%

Top Industries by Stock Count

1N/A875 stocks
77.4%
2Software - Infrastructure12 stocks
1.1%
3Semiconductors11 stocks
1.0%
Stock Holdings
BIL
SPDR SERIES TRUST
-14.18%
Shares609.1K
Event2026-03-31
Filed2026-05-05
NVDA
NVIDIA CORPORATION
2.24%
Shares274.1K
Event2026-03-31
Filed2026-05-05
AAPL
APPLE INC
-16.95%
Shares125.7K
Event2026-03-31
Filed2026-05-05
AMZN
AMAZON COM INC
2.82%
Shares113.0K
Event2026-03-31
Filed2026-05-05
VTV
VANGUARD INDEX FDS
8.57%
Shares119.3K
Event2026-03-31
Filed2026-05-05
JPST
J P MORGAN EXCHANGE TRADED F
-1.28%
Shares416.2K
Event2026-03-31
Filed2026-05-05
ALPHABET INC
ALPHABET INC
-5.62%
Shares73.2K
Event2026-03-31
Filed2026-05-05
JBND
J P MORGAN EXCHANGE TRADED F
6.41%
Shares380.8K
Event2026-03-31
Filed2026-05-05
UCON
FIRST TR EXCHNG TRADED FD VI
7.73%
Shares813.6K
Event2026-03-31
Filed2026-05-05
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
6.74%
Shares261.0K
Event2026-03-31
Filed2026-05-05
QQQI
NEOS ETF TRUST
44.14%
Shares372.5K
Event2026-03-31
Filed2026-05-05
JEPI
J P MORGAN EXCHANGE TRADED F
30.44%
Shares294.4K
Event2026-03-31
Filed2026-05-05
MSFT
MICROSOFT CORP
17.40%
Shares42.3K
Event2026-03-31
Filed2026-05-05
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.63%
Shares71.4K
Event2026-03-31
Filed2026-05-05
BROADCOM INC
BROADCOM INC
-4.70%
Shares44.0K
Event2026-03-31
Filed2026-05-05
FTSM
FIRST TR EXCHANGE-TRADED FD
-7.45%
Shares214.2K
Event2026-03-31
Filed2026-05-05
VGSH
VANGUARD SCOTTSDALE FDS
-1.93%
Shares205.6K
Event2026-03-31
Filed2026-05-05
SPYI
NEOS ETF TRUST
48.61%
Shares229.6K
Event2026-03-31
Filed2026-05-05
GLD
SPDR GOLD TR
-0.57%
Shares26.3K
Event2026-03-31
Filed2026-05-05
DIVO
AMPLIFY ETF TR
7.25%
Shares248.8K
Event2026-03-31
Filed2026-05-05
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
3.60%
Shares85.1K
Event2026-03-31
Filed2026-05-05
QUAL
ISHARES TR
6.25%
Shares57.8K
Event2026-03-31
Filed2026-05-05
VUG
VANGUARD INDEX FDS
5.85%
Shares24.8K
Event2026-03-31
Filed2026-05-05
FCEF
FIRST TR EXCHNG TRADED FD VI
2.76%
Shares470.0K
Event2026-03-31
Filed2026-05-05
LQDH
ISHARES U S ETF TR
4.42%
Shares114.4K
Event2026-03-31
Filed2026-05-05
ABBV
ABBVIE INC
-3.46%
Shares46.4K
Event2026-03-31
Filed2026-05-05
META
META PLATFORMS INC
12.52%
Shares17.2K
Event2026-03-31
Filed2026-05-05
INVESCO QQQ TR
INVESCO QQQ TR
-6.67%
Shares16.6K
Event2026-03-31
Filed2026-05-05
MINT
PIMCO ETF TR
68.15%
Shares93.3K
Event2026-03-31
Filed2026-05-05
BUFR
FIRST TR EXCHNG TRADED FD VI
11.22%
Shares272.0K
Event2026-03-31
Filed2026-05-05
JNJ
JOHNSON & JOHNSON
4.48%
Shares36.7K
Event2026-03-31
Filed2026-05-05
SPY
STATE STR SPDR S&P 500 ETF T
-0.46%
Shares13.7K
Event2026-03-31
Filed2026-05-05
IWM
ISHARES TR
-3.32%
Shares35.9K
Event2026-03-31
Filed2026-05-05
SGOV
ISHARES TR
131.06%
Shares86.7K
Event2026-03-31
Filed2026-05-05
XOM
EXXON MOBIL CORP
-0.95%
Shares48.3K
Event2026-03-31
Filed2026-05-05
VO
VANGUARD INDEX FDS
-14.57%
Shares28.4K
Event2026-03-31
Filed2026-05-05
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
1.98%
Shares16.9K
Event2026-03-31
Filed2026-05-05
JPM
JPMORGAN CHASE & CO
1.11%
Shares27.4K
Event2026-03-31
Filed2026-05-05
IJR
ISHARES TR
-32.63%
Shares64.3K
Event2026-03-31
Filed2026-05-05
LLY
ELI LILLY & CO
-1.87%
Shares8.5K
Event2026-03-31
Filed2026-05-05
XLU
SELECT SECTOR SPDR TR
4.15%
Shares163.8K
Event2026-03-31
Filed2026-05-05
VTI
VANGUARD INDEX FDS
2.92%
Shares22.6K
Event2026-03-31
Filed2026-05-05
DFAU
DIMENSIONAL ETF TRUST
0.29%
Shares156.1K
Event2026-03-31
Filed2026-05-05
WMT
WALMART INC
-0.55%
Shares53.7K
Event2026-03-31
Filed2026-05-05
ALPHABET INC
ALPHABET INC
3.09%
Shares22.8K
Event2026-03-31
Filed2026-05-05
USFR
WISDOMTREE TR
5.09%
Shares129.7K
Event2026-03-31
Filed2026-05-05
CSHI
NEOS ETF TRUST
-7.60%
Shares124.9K
Event2026-03-31
Filed2026-05-05
XLP
SELECT SECTOR SPDR TR
4.41%
Shares73.9K
Event2026-03-31
Filed2026-05-05
V
VISA INC
12.65%
Shares19.4K
Event2026-03-31
Filed2026-05-05
DGRW
WISDOMTREE TR
-0.02%
Shares66.3K
Event2026-03-31
Filed2026-05-05
BALT
INNOVATOR ETFS TRUST
-2.29%
Shares169.2K
Event2026-03-31
Filed2026-05-05
PFE
PFIZER INC
-2.59%
Shares201.6K
Event2026-03-31
Filed2026-05-05
NOBL
PROSHARES TR
1.63%
Shares53.1K
Event2026-03-31
Filed2026-05-05
AMD
ADVANCED MICRO DEVICES INC
13.87%
Shares27.6K
Event2026-03-31
Filed2026-05-05
DCOR
DIMENSIONAL ETF TRUST
-5.46%
Shares76.7K
Event2026-03-31
Filed2026-05-05
VYM
VANGUARD WHITEHALL FDS
5.92%
Shares37.3K
Event2026-03-31
Filed2026-05-05
PG
PROCTER & GAMBLE CO
1.39%
Shares37.8K
Event2026-03-31
Filed2026-05-05
GOVT
ISHARES TR
14.69%
Shares235.5K
Event2026-03-31
Filed2026-05-05
CVX
CHEVRON CORPORATION
5.97%
Shares25.9K
Event2026-03-31
Filed2026-05-05
LOW
LOWES COS INC
-6.14%
Shares22.1K
Event2026-03-31
Filed2026-05-05
JHML
JOHN HANCOCK EXCHANGE TRADED
0.16%
Shares63.1K
Event2026-03-31
Filed2026-05-05
XLE
SELECT SECTOR SPDR TR
277.75%
Shares80.5K
Event2026-03-31
Filed2026-05-05
IBM
INTERNATIONAL BUSINESS MACHS
-4.83%
Shares19.7K
Event2026-03-31
Filed2026-05-05
RDVI
FIRST TR EXCHANGE-TRADED FD
2.20%
Shares186.3K
Event2026-03-31
Filed2026-05-05
MOAT
VANECK ETF TRUST
0.72%
Shares48.8K
Event2026-03-31
Filed2026-05-05
JAAA
JANUS DETROIT STR TR
-40.89%
Shares92.7K
Event2026-03-31
Filed2026-05-05
BAC
BANK AMERICA CORP
-8.32%
Shares92.8K
Event2026-03-31
Filed2026-05-05
SCHD
SCHWAB STRATEGIC TR
5.77%
Shares146.5K
Event2026-03-31
Filed2026-05-05
FNGS
BANK MONTREAL MEDIUM
6.20%
Shares74.9K
Event2026-03-31
Filed2026-05-05
TCAF
T ROWE PRICE ETF INC
19.22%
Shares124.9K
Event2026-03-31
Filed2026-05-05
HELO
J P MORGAN EXCHANGE TRADED F
55.54%
Shares69.0K
Event2026-03-31
Filed2026-05-05
SPYM
SPDR SERIES TRUST
10.50%
Shares57.6K
Event2026-03-31
Filed2026-05-05
PAUG
INNOVATOR ETFS TRUST
-0.03%
Shares102.6K
Event2026-03-31
Filed2026-05-05
TFC
TRUIST FINL CORP
-2.47%
Shares93.2K
Event2026-03-31
Filed2026-05-05
PDI
PIMCO DYNAMIC INCOME FD
21.20%
Shares248.8K
Event2026-03-31
Filed2026-05-05
DUHP
DIMENSIONAL ETF TRUST
2.93%
Shares114.3K
Event2026-03-31
Filed2026-05-05
UPS
UNITED PARCEL SVCS INC
0.76%
Shares42.6K
Event2026-03-31
Filed2026-05-05
JEPQ
J P MORGAN EXCHANGE TRADED F
2.82%
Shares75.4K
Event2026-03-31
Filed2026-05-05
VZ
VERIZON COMMUNICATIONS INC
4.25%
Shares83.2K
Event2026-03-31
Filed2026-05-05
LMT
LOCKHEED MARTIN CORP
20.59%
Shares6.9K
Event2026-03-31
Filed2026-05-05
HEFA
ISHARES TR
-4.45%
Shares97.3K
Event2026-03-31
Filed2026-05-05
VANGUARD INDEX FDS
VANGUARD INDEX FDS
5.85%
Shares6.7K
Event2026-03-31
Filed2026-05-05
SPMD
SPDR SERIES TRUST
14.64%
Shares65.8K
Event2026-03-31
Filed2026-05-05
CAT
CATERPILLAR INC
0.20%
Shares5.5K
Event2026-03-31
Filed2026-05-05
HD
HOME DEPOT INC
-3.27%
Shares11.7K
Event2026-03-31
Filed2026-05-05
BLUEROCK PVT REAL ESTATE FD
BLUEROCK PVT REAL ESTATE FD
2.22%
Shares228.4K
Event2026-03-31
Filed2026-05-05
D
DOMINION ENERGY INC
3.40%
Shares60.6K
Event2026-03-31
Filed2026-05-05
VPU
VANGUARD WORLD FD
4.48%
Shares18.5K
Event2026-03-31
Filed2026-05-05
XLV
SELECT SECTOR SPDR TR
7.51%
Shares24.8K
Event2026-03-31
Filed2026-05-05
AMGN
AMGEN INC
-0.73%
Shares10.3K
Event2026-03-31
Filed2026-05-05
TSLA
TESLA INC
1.05%
Shares9.6K
Event2026-03-31
Filed2026-05-05
ENB
ENBRIDGE INC
-0.79%
Shares64.7K
Event2026-03-31
Filed2026-05-05
PM
PHILIP MORRIS INTL INC
6.81%
Shares21.1K
Event2026-03-31
Filed2026-05-05
IMTM
ISHARES TR
35.39%
Shares72.5K
Event2026-03-31
Filed2026-05-05
MERCK & CO INC
MERCK & CO INC
1.97%
Shares28.5K
Event2026-03-31
Filed2026-05-05
IHI
ISHARES TR
-2.09%
Shares64.1K
Event2026-03-31
Filed2026-05-05
RY
ROYAL BK CDA
-1.63%
Shares21.0K
Event2026-03-31
Filed2026-05-05
USMC
PRINCIPAL EXCHANGE TRADED FD
-0.41%
Shares52.8K
Event2026-03-31
Filed2026-05-05
PLTR
PALANTIR TECHNOLOGIES INC
-3.46%
Shares23.0K
Event2026-03-31
Filed2026-05-05
MO
ALTRIA GROUP INC
4.69%
Shares50.9K
Event2026-03-31
Filed2026-05-05
UNH
UNITEDHEALTH GROUP INC
27.79%
Shares12.3K
Event2026-03-31
Filed2026-05-05
ONEQ
FIDELITY COMWLTH TR
-1.88%
Shares38.6K
Event2026-03-31
Filed2026-05-05
SPHD
INVESCO EXCH TRADED FD TR II
-13.70%
Shares65.3K
Event2026-03-31
Filed2026-05-05
SDVY
FIRST TR EXCHANGE TRADED FD
-22.88%
Shares73.4K
Event2026-03-31
Filed2026-05-05
USMV
ISHARES TR
5.09%
Shares31.0K
Event2026-03-31
Filed2026-05-05
ABT
ABBOTT LABORATORIES
-9.24%
Shares27.9K
Event2026-03-31
Filed2026-05-05
PEP
PEPSICO INC
-1.60%
Shares18.2K
Event2026-03-31
Filed2026-05-05
DFAI
DIMENSIONAL ETF TRUST
-2.96%
Shares72.6K
Event2026-03-31
Filed2026-05-05
O
REALTY INCOME CORP
-9.35%
Shares46.2K
Event2026-03-31
Filed2026-05-05
XLK
SELECT SECTOR SPDR TR
0.02%
Shares21.2K
Event2026-03-31
Filed2026-05-05
FTHI
FIRST TR EXCHANGE TRADED FD
6.24%
Shares122.6K
Event2026-03-31
Filed2026-05-05
KO
COCA COLA CO
-5.45%
Shares36.6K
Event2026-03-31
Filed2026-05-05
COST
COSTCO WHOLESALE CORPORATION
-1.48%
Shares2.8K
Event2026-03-31
Filed2026-05-05
QDPL
PACER FDS TR
3.85%
Shares68.3K
Event2026-03-31
Filed2026-05-05
SCHW
SCHWAB CHARLES CORP
-3.21%
Shares28.8K
Event2026-03-31
Filed2026-05-05
PIEQ
PRINCIPAL EXCHANGE TRADED FD
-1.07%
Shares79.6K
Event2026-03-31
Filed2026-05-05
DFUV
DIMENSIONAL ETF TRUST
0.38%
Shares53.5K
Event2026-03-31
Filed2026-05-05
GS
GOLDMAN SACHS GROUP INC
0.99%
Shares3.1K
Event2026-03-31
Filed2026-05-05
MTUM
ISHARES TR
-1.07%
Shares10.7K
Event2026-03-31
Filed2026-05-05
VIG
VANGUARD SPECIALIZED FUNDS
1.13%
Shares11.7K
Event2026-03-31
Filed2026-05-05
BP
BP PLC
-5.00%
Shares53.6K
Event2026-03-31
Filed2026-05-05
SSO
PROSHARES TR
-78.72%
Shares47.4K
Event2026-03-31
Filed2026-05-05
PDP
INVESCO EXCHANGE TRADED FD T
0.00%
Shares20.1K
Event2026-03-31
Filed2026-05-05
HON
HONEYWELL INTL INC
-2.14%
Shares10.7K
Event2026-03-31
Filed2026-05-05
MS
MORGAN STANLEY
0.51%
Shares14.7K
Event2026-03-31
Filed2026-05-05
IEI
ISHARES TR
-3.21%
Shares20.3K
Event2026-03-31
Filed2026-05-05
LMBS
FIRST TR EXCHANGE-TRADED FD
357.60%
Shares48.4K
Event2026-03-31
Filed2026-05-05
PTLC
PACER FDS TR
-3.42%
Shares45.9K
Event2026-03-31
Filed2026-05-05
MCD
MCDONALDS CORP
-1.53%
Shares7.7K
Event2026-03-31
Filed2026-05-05
VXUS
VANGUARD STAR FDS
3.61%
Shares30.8K
Event2026-03-31
Filed2026-05-05
BAI
BLACKROCK ETF TRUST
New
Shares71.6K
Event2026-03-31
Filed2026-05-05
CIBR
FIRST TR EXCHANGE-TRADED FD
9.00%
Shares37.6K
Event2026-03-31
Filed2026-05-05
SO
SOUTHERN CO
13.02%
Shares24.3K
Event2026-03-31
Filed2026-05-05
FPE
FIRST TR EXCH TRADED FD III
1.55%
Shares130.1K
Event2026-03-31
Filed2026-05-05
JXN
JACKSON FINANCIAL INC
-23.01%
Shares21.7K
Event2026-03-31
Filed2026-05-05
MDIV
FIRST TR EXCHANGE TRADED FD
-16.27%
Shares141.1K
Event2026-03-31
Filed2026-05-05
KNG
FIRST TR EXCHANGE-TRADED FD
-1.54%
Shares46.7K
Event2026-03-31
Filed2026-05-05
GE AEROSPACE
GE AEROSPACE
-11.69%
Shares8.0K
Event2026-03-31
Filed2026-05-05
MDY
STATE STR SPDR S&P MIDCAP 40
-3.99%
Shares3.6K
Event2026-03-31
Filed2026-05-05
NFLX
NETFLIX INC.
8.41%
Shares23.0K
Event2026-03-31
Filed2026-05-05
SCHG
SCHWAB STRATEGIC TR
1.31%
Shares74.9K
Event2026-03-31
Filed2026-05-05
EATON CORP PLC
EATON CORP PLC
2.56%
Shares6.1K
Event2026-03-31
Filed2026-05-05
TDVG
T ROWE PRICE ETF INC
16.27%
Shares48.7K
Event2026-03-31
Filed2026-05-05
T
AT&T INC
2.70%
Shares74.7K
Event2026-03-31
Filed2026-05-05
GEV
GE VERNOVA INC
-3.10%
Shares2.5K
Event2026-03-31
Filed2026-05-05
EPD
ENTERPRISE PRODS PARTNERS L
8.49%
Shares56.1K
Event2026-03-31
Filed2026-05-05
CII
BLACKROCK ENHANCED LARGE CAP
54.90%
Shares100.8K
Event2026-03-31
Filed2026-05-05
RDVY
FIRST TR EXCHANGE TRADED FD
13.78%
Shares31.0K
Event2026-03-31
Filed2026-05-05
IUSB
ISHARES TR
8.19%
Shares44.9K
Event2026-03-31
Filed2026-05-05
PYPL
PAYPAL HLDGS INC
2.19%
Shares45.1K
Event2026-03-31
Filed2026-05-05
CGGR
CAPITAL GROUP GROWTH ETF
31.10%
Shares50.6K
Event2026-03-31
Filed2026-05-05
TSM
TAIWAN SEMICONDUCTOR MANUFAC
52.77%
Shares6.0K
Event2026-03-31
Filed2026-05-05
BIT
BLACKROCK MULTI SECTOR INC T
43.60%
Shares160.7K
Event2026-03-31
Filed2026-05-05
BMY
BRISTOL-MYERS SQUIBB CO
-4.54%
Shares32.8K
Event2026-03-31
Filed2026-05-05
FTCS
FIRST TR EXCHANGE-TRADED FD
-7.43%
Shares21.0K
Event2026-03-31
Filed2026-05-05
FUTY
FIDELITY COVINGTON TRUST
9.31%
Shares32.9K
Event2026-03-31
Filed2026-05-05
SCHE
SCHWAB STRATEGIC TR
12.35%
Shares59.0K
Event2026-03-31
Filed2026-05-05
MISL
FIRST TR EXCHANGE-TRADED FD
6.72%
Shares42.9K
Event2026-03-31
Filed2026-05-05
NEE
NEXTERA ENERGY INC
-1.06%
Shares20.6K
Event2026-03-31
Filed2026-05-05
MA
MASTERCARD INCORPORATED
-4.36%
Shares3.8K
Event2026-03-31
Filed2026-05-05
CSCO
CISCO SYS INC
-25.68%
Shares24.1K
Event2026-03-31
Filed2026-05-05
COWZ
PACER FDS TR
-33.33%
Shares29.3K
Event2026-03-31
Filed2026-05-05
FDUS
FIDUS INVT CORP
4.93%
Shares105.1K
Event2026-03-31
Filed2026-05-05
BLACKROCK INC
BLACKROCK INC
0.32%
Shares1.9K
Event2026-03-31
Filed2026-05-05
RTX
RTX CORPORATION
3.19%
Shares9.4K
Event2026-03-31
Filed2026-05-05
FTQI
FIRST TR EXCHANGE TRADED FD
5.48%
Shares90.5K
Event2026-03-31
Filed2026-05-05
DOGG
FIRST TR EXCHANGE-TRADED FD
8.49%
Shares81.8K
Event2026-03-31
Filed2026-05-05
VEU
VANGUARD INTL EQUITY INDEX F
-1.63%
Shares23.6K
Event2026-03-31
Filed2026-05-05
NLR
VANECK ETF TRUST
-26.96%
Shares13.3K
Event2026-03-31
Filed2026-05-05
SYFI
AB ACTIVE ETFS INC
-3.67%
Shares49.4K
Event2026-03-31
Filed2026-05-05
IDVO
AMPLIFY ETF TR
-2.98%
Shares42.2K
Event2026-03-31
Filed2026-05-05
KLAC
KLA CORP
-5.57%
Shares1.2K
Event2026-03-31
Filed2026-05-05
UWM
PROSHARES TR
-4.63%
Shares36.2K
Event2026-03-31
Filed2026-05-05
NOC
NORTHROP GRUMMAN CORP
73.47%
Shares2.5K
Event2026-03-31
Filed2026-05-05
MU
MICRON TECHNOLOGY INC
113.16%
Shares4.9K
Event2026-03-31
Filed2026-05-05
SPIB
SPDR SERIES TRUST
23.22%
Shares47.8K
Event2026-03-31
Filed2026-05-05
PSC
PRINCIPAL EXCHANGE TRADED FD
19.70%
Shares28.0K
Event2026-03-31
Filed2026-05-05
KMI
KINDER MORGAN INC DEL
-1.56%
Shares47.3K
Event2026-03-31
Filed2026-05-05
PCMM
BONDBLOXX ETF TRUST
52.37%
Shares32.2K
Event2026-03-31
Filed2026-05-05
AVUS
AMERICAN CENTY ETF TR
-8.37%
Shares14.1K
Event2026-03-31
Filed2026-05-05
CRWD
CROWDSTRIKE HLDGS INC
8.88%
Shares4.0K
Event2026-03-31
Filed2026-05-05
AMAT
APPLIED MATLS INC
-46.18%
Shares4.5K
Event2026-03-31
Filed2026-05-05
GPIQ
GOLDMAN SACHS ETF TR
29.06%
Shares31.1K
Event2026-03-31
Filed2026-05-05
POWA
INVESCO EXCH TRD SLF IDX FD
-2.11%
Shares17.7K
Event2026-03-31
Filed2026-05-05
ACWI
ISHARES TR
-1.15%
Shares10.9K
Event2026-03-31
Filed2026-05-05
BSTP
INNOVATOR ETFS TRUST
15.35%
Shares41.9K
Event2026-03-31
Filed2026-05-05
LAM RESEARCH CORP
LAM RESEARCH CORP
New
Shares7.0K
Event2026-03-31
Filed2026-05-05
IEF
ISHARES TR
4.29%
Shares15.8K
Event2026-03-31
Filed2026-05-05
BA
BOEING CO
11.57%
Shares7.5K
Event2026-03-31
Filed2026-05-05
FVD
FIRST TR EXCHANGE-TRADED FD
-3.88%
Shares31.3K
Event2026-03-31
Filed2026-05-05
ROBT
FIRST TR EXCHANGE TRADED FD
7.38%
Shares31.7K
Event2026-03-31
Filed2026-05-05
ADM
ARCHER DANIELS MIDLAND CO
-15.68%
Shares19.9K
Event2026-03-31
Filed2026-05-05
PREF
PRINCIPAL EXCHANGE TRADED FD
16.04%
Shares76.7K
Event2026-03-31
Filed2026-05-05
VEA
VANGUARD TAX-MANAGED FDS
41.99%
Shares22.5K
Event2026-03-31
Filed2026-05-05
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares2
Event2026-03-31
Filed2026-05-05
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
-14.86%
Shares3.6K
Event2026-03-31
Filed2026-05-05
DIA
STATE STR SPDR DOW JONES IND
-0.78%
Shares3.1K
Event2026-03-31
Filed2026-05-05
CGUS
CAPITAL GROUP CORE EQUITY ET
29.95%
Shares36.9K
Event2026-03-31
Filed2026-05-05
QCOM
QUALCOMM INC
4.53%
Shares11.0K
Event2026-03-31
Filed2026-05-05
VRP
INVESCO EXCH TRADED FD TR II
7.32%
Shares58.7K
Event2026-03-31
Filed2026-05-05
MSCI
MSCI INC
1.56%
Shares2.6K
Event2026-03-31
Filed2026-05-05
IWMI
NEOS ETF TRUST
14.17%
Shares29.5K
Event2026-03-31
Filed2026-05-05
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
4.86%
Shares14.0K
Event2026-03-31
Filed2026-05-05
DGRO
ISHARES TR
-88.81%
Shares19.7K
Event2026-03-31
Filed2026-05-05
IVV
ISHARES TR
-90.58%
Shares2.1K
Event2026-03-31
Filed2026-05-05
WFC
WELLS FARGO & CO
0.49%
Shares17.2K
Event2026-03-31
Filed2026-05-05
XLF
SELECT SECTOR SPDR TR
55.57%
Shares27.8K
Event2026-03-31
Filed2026-05-05
AZO
AUTOZONE INC
-2.41%
Shares405
Event2026-03-31
Filed2026-05-05
WSO
WATSCO INC
0.03%
Shares3.7K
Event2026-03-31
Filed2026-05-05
DIS
DISNEY WALT CO
3.30%
Shares14.0K
Event2026-03-31
Filed2026-05-05
TGT
TARGET CORP
-12.64%
Shares11.1K
Event2026-03-31
Filed2026-05-05
PPA
INVESCO EXCHANGE TRADED FD T
0.80%
Shares8.1K
Event2026-03-31
Filed2026-05-05
FMB
FIRST TR EXCH TRADED FD III
-2.49%
Shares26.4K
Event2026-03-31
Filed2026-05-05
AUGZ
ELEVATION SERIES TRUST
0.88%
Shares32.5K
Event2026-03-31
Filed2026-05-05
YLD
PRINCIPAL EXCHANGE TRADED FD
17.49%
Shares69.3K
Event2026-03-31
Filed2026-05-05
PAYX
PAYCHEX INC
176.13%
Shares14.2K
Event2026-03-31
Filed2026-05-05
TJX
TJX COS INC NEW
0.67%
Shares8.2K
Event2026-03-31
Filed2026-05-05
XAR
SPDR SERIES TRUST
-6.82%
Shares5.1K
Event2026-03-31
Filed2026-05-05
DFAE
DIMENSIONAL ETF TRUST
-2.32%
Shares38.2K
Event2026-03-31
Filed2026-05-05
LTTI
FIRST TR EXCHANGE-TRADED FD
40.46%
Shares68.9K
Event2026-03-31
Filed2026-05-05
SPYV
SPDR SERIES TRUST
5.51%
Shares22.6K
Event2026-03-31
Filed2026-05-05
HYTI
FIRST TR EXCHANGE-TRADED FD
55.64%
Shares66.1K
Event2026-03-31
Filed2026-05-05
SOXX
ISHARES TR
4.89%
Shares3.9K
Event2026-03-31
Filed2026-05-05
DHDG
FIRST TR EXCHNG TRADED FD VI
New
Shares37.2K
Event2026-03-31
Filed2026-05-05
BDJ
BLACKROCK ENHANCED EQUITY DI
New
Shares144.5K
Event2026-03-31
Filed2026-05-05
AVES
AMERICAN CENTY ETF TR
6.78%
Shares20.8K
Event2026-03-31
Filed2026-05-05
VRTX
VERTEX PHARMACEUTICALS INC
-6.04%
Shares2.8K
Event2026-03-31
Filed2026-05-05
LNC
LINCOLN NATL CORP IND
1.38%
Shares34.5K
Event2026-03-31
Filed2026-05-05
CLX
CLOROX CO DEL
22.44%
Shares11.8K
Event2026-03-31
Filed2026-05-05
OHI
OMEGA HEALTHCARE INVS INC
-0.65%
Shares27.8K
Event2026-03-31
Filed2026-05-05
INTC
INTEL CORP
-10.67%
Shares27.2K
Event2026-03-31
Filed2026-05-05
XLRE
SELECT SECTOR SPDR TR
8.81%
Shares29.3K
Event2026-03-31
Filed2026-05-05
KOCT
INNOVATOR ETFS TRUST
-3.86%
Shares35.0K
Event2026-03-31
Filed2026-05-05
SDVD
FIRST TR EXCH TRADED FD III
15.29%
Shares54.6K
Event2026-03-31
Filed2026-05-05
SCHV
SCHWAB STRATEGIC TR
3.33%
Shares38.6K
Event2026-03-31
Filed2026-05-05
NUE
NUCOR CORP
-15.59%
Shares6.9K
Event2026-03-31
Filed2026-05-05
PTBD
PACER FDS TR
21.82%
Shares59.8K
Event2026-03-31
Filed2026-05-05
AVUV
AMERICAN CENTY ETF TR
32.31%
Shares10.2K
Event2026-03-31
Filed2026-05-05
ITA
ISHARES TR
9.23%
Shares5.1K
Event2026-03-31
Filed2026-05-05
PANW
PALO ALTO NETWORKS INC
10.02%
Shares6.9K
Event2026-03-31
Filed2026-05-05
PY
PRINCIPAL EXCHANGE TRADED FD
-21.39%
Shares21.3K
Event2026-03-31
Filed2026-05-05
LQTI
FIRST TR EXCHANGE-TRADED FD
33.26%
Shares55.9K
Event2026-03-31
Filed2026-05-05
SYK
STRYKER CORPORATION
-1.38%
Shares3.3K
Event2026-03-31
Filed2026-05-05
SUB
ISHARES TR
0.00%
Shares10.1K
Event2026-03-31
Filed2026-05-05
MBB
ISHARES TR
9.08%
Shares11.1K
Event2026-03-31
Filed2026-05-05
DE
DEERE & CO
-10.80%
Shares1.9K
Event2026-03-31
Filed2026-05-05
HACK
AMPLIFY ETF TR
0.00%
Shares14.0K
Event2026-03-31
Filed2026-05-05
CGBL
CAPITAL GROUP CORE BALANCED
44.93%
Shares30.5K
Event2026-03-31
Filed2026-05-05
FTSL
FIRST TR EXCHANGE-TRADED FD
-5.79%
Shares23.3K
Event2026-03-31
Filed2026-05-05
ORCL
ORACLE CORP
-4.25%
Shares7.0K
Event2026-03-31
Filed2026-05-05
TDVI
FIRST TR EXCHANGE-TRADED FD
11.86%
Shares38.8K
Event2026-03-31
Filed2026-05-05
IWF
ISHARES TR
-4.57%
Shares2.4K
Event2026-03-31
Filed2026-05-05
FLHY
FRANKLIN TEMPLETON ETF TR
-4.22%
Shares42.0K
Event2026-03-31
Filed2026-05-05
FITB
FIFTH THIRD BANCORP
0.44%
Shares21.8K
Event2026-03-31
Filed2026-05-05
KMB
KIMBERLY-CLARK CORP
75.00%
Shares10.4K
Event2026-03-31
Filed2026-05-05
MMM
3M CO
-24.51%
Shares6.8K
Event2026-03-31
Filed2026-05-05
EFV
ISHARES TR
14.66%
Shares13.3K
Event2026-03-31
Filed2026-05-05
MELI
MERCADOLIBRE INC
0.71%
Shares565
Event2026-03-31
Filed2026-05-05
ODDS
PACER FDS TR
-2.42%
Shares41.3K
Event2026-03-31
Filed2026-05-05
RHI
ROBERT HALF INC.
New
Shares38.1K
Event2026-03-31
Filed2026-05-05
GMAR
FIRST TR EXCHNG TRADED FD VI
3020.81%
Shares23.1K
Event2026-03-31
Filed2026-05-05
DOW
DOW HLDGS INC
-26.49%
Shares23.1K
Event2026-03-31
Filed2026-05-05
IJH
ISHARES TR
-87.94%
Shares14.2K
Event2026-03-31
Filed2026-05-05
CVS
CVS HEALTH CORP
-0.99%
Shares13.4K
Event2026-03-31
Filed2026-05-05
FIW
FIRST TR EXCHANGE-TRADED FD
9.93%
Shares9.3K
Event2026-03-31
Filed2026-05-05
NEM
NEWMONT CORP
123.35%
Shares8.7K
Event2026-03-31
Filed2026-05-05
IRM
IRON MTN INC DEL
-4.20%
Shares9.2K
Event2026-03-31
Filed2026-05-05
CHKP
CHECK POINT SOFTWARE TECH LT
4.19%
Shares6.6K
Event2026-03-31
Filed2026-05-05
VB
VANGUARD INDEX FDS
0.25%
Shares3.6K
Event2026-03-31
Filed2026-05-05
COP
CONOCOPHILLIPS
-0.03%
Shares7.0K
Event2026-03-31
Filed2026-05-05
DFIV
DIMENSIONAL ETF TRUST
4.17%
Shares17.5K
Event2026-03-31
Filed2026-05-05
CGDV
CAPITAL GROUP DIVIDEND VALUE
20.57%
Shares21.7K
Event2026-03-31
Filed2026-05-05
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
31.84%
Shares2.7K
Event2026-03-31
Filed2026-05-05
UNP
UNION PAC CORP
-2.10%
Shares3.7K
Event2026-03-31
Filed2026-05-05
MEDTRONIC PLC
MEDTRONIC PLC
-2.99%
Shares10.4K
Event2026-03-31
Filed2026-05-05
AXP
AMERICAN EXPRESS CO
-0.10%
Shares3.0K
Event2026-03-31
Filed2026-05-05
GILD
GILEAD SCIENCES INC
0.80%
Shares6.4K
Event2026-03-31
Filed2026-05-05
FDL
FIRST TR EXCHANGE-TRADED FD
-3.55%
Shares17.6K
Event2026-03-31
Filed2026-05-05
MGK
VANGUARD WORLD FD
-0.81%
Shares2.4K
Event2026-03-31
Filed2026-05-05
UBER
UBER TECHNOLOGIES INC
9.26%
Shares12.4K
Event2026-03-31
Filed2026-05-05
DIHP
DIMENSIONAL ETF TRUST
-0.07%
Shares27.5K
Event2026-03-31
Filed2026-05-05
PTEU
PACER FDS TR
-2.52%
Shares29.7K
Event2026-03-31
Filed2026-05-05
VGT
VANGUARD WORLD FD
-2.41%
Shares1.3K
Event2026-03-31
Filed2026-05-05
IYW
ISHARES TR
-8.88%
Shares4.8K
Event2026-03-31
Filed2026-05-05
CGXU
CAPITAL GROUP INTL FOCUS EQT
53.31%
Shares29.2K
Event2026-03-31
Filed2026-05-05
DFAS
DIMENSIONAL ETF TRUST
3.51%
Shares12.0K
Event2026-03-31
Filed2026-05-05
AIRR
FIRST TR EXCHANGE TRADED FD
69.94%
Shares7.7K
Event2026-03-31
Filed2026-05-05
SWKS
SKYWORKS SOLUTIONS INC
366.36%
Shares15.8K
Event2026-03-31
Filed2026-05-05
DG
DOLLAR GEN CORP
-28.87%
Shares7.1K
Event2026-03-31
Filed2026-05-05
ALB
ALBEMARLE CORP
-17.23%
Shares4.7K
Event2026-03-31
Filed2026-05-05
SCHF
SCHWAB STRATEGIC TR
-5.72%
Shares34.1K
Event2026-03-31
Filed2026-05-05
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-7.03%
Shares4.2K
Event2026-03-31
Filed2026-05-05
VXF
VANGUARD INDEX FDS
0.25%
Shares4.1K
Event2026-03-31
Filed2026-05-05
SBUX
STARBUCKS CORP
-1.99%
Shares9.3K
Event2026-03-31
Filed2026-05-05
LYB
LYONDELLBASELL INDUSTRIES NV
-1.12%
Shares10.3K
Event2026-03-31
Filed2026-05-05
LCR
MANAGED PORTFOLIO SERIES
-2.96%
Shares22.0K
Event2026-03-31
Filed2026-05-05
CRM
SALESFORCE INC
46.28%
Shares4.4K
Event2026-03-31
Filed2026-05-05
ASML
ASML HLDG NV
0.32%
Shares619
Event2026-03-31
Filed2026-05-05
IEFA
ISHARES TR
-88.21%
Shares9.0K
Event2026-03-31
Filed2026-05-05
TBIL
RBB FD INC
117.29%
Shares16.3K
Event2026-03-31
Filed2026-05-05
DECK
DECKERS OUTDOOR CORP
17.92%
Shares8.1K
Event2026-03-31
Filed2026-05-05
FMHI
FIRST TR EXCH TRADED FD III
0.04%
Shares16.8K
Event2026-03-31
Filed2026-05-05
SCI
SERVICE CORP INTL
-0.45%
Shares9.7K
Event2026-03-31
Filed2026-05-05
ANNALY CAPITAL MANAGEMENT IN
ANNALY CAPITAL MANAGEMENT IN
8.49%
Shares37.3K
Event2026-03-31
Filed2026-05-05
XLI
SELECT SECTOR SPDR TR
-1.18%
Shares4.9K
Event2026-03-31
Filed2026-05-05
AIPO
TIDAL TRUST II
57.43%
Shares31.5K
Event2026-03-31
Filed2026-05-05
PFF
ISHARES TR
24.32%
Shares25.9K
Event2026-03-31
Filed2026-05-05
CAH
CARDINAL HEALTH INC
-2.08%
Shares3.7K
Event2026-03-31
Filed2026-05-05
SCHP
SCHWAB STRATEGIC TR
16.55%
Shares29.1K
Event2026-03-31
Filed2026-05-05
PNC
PNC FINL SVCS GROUP INC
26.12%
Shares3.7K
Event2026-03-31
Filed2026-05-05
LINDE PLC
LINDE PLC
5.95%
Shares1.5K
Event2026-03-31
Filed2026-05-05
HIW
HIGHWOODS PPTYS INC
New
Shares35.8K
Event2026-03-31
Filed2026-05-05
PSTL
POSTAL REALTY TRUST INC
New
Shares41.2K
Event2026-03-31
Filed2026-05-05
FIXD
FIRST TR EXCHNG TRADED FD VI
22.64%
Shares17.5K
Event2026-03-31
Filed2026-05-05
NKE
NIKE INC
0.66%
Shares14.4K
Event2026-03-31
Filed2026-05-05
TROW
PRICE T ROWE GROUP INC
-0.89%
Shares8.4K
Event2026-03-31
Filed2026-05-05
EMR
EMERSON ELEC CO
-0.80%
Shares5.8K
Event2026-03-31
Filed2026-05-05
MET
METLIFE INC
-24.97%
Shares10.5K
Event2026-03-31
Filed2026-05-05
USIG
ISHARES TR
5.02%
Shares14.4K
Event2026-03-31
Filed2026-05-05
TCHP
T ROWE PRICE ETF INC
84.70%
Shares16.7K
Event2026-03-31
Filed2026-05-05
ADBE
ADOBE INC
-11.42%
Shares3.0K
Event2026-03-31
Filed2026-05-05
CSX
CSX CORP
-1.15%
Shares17.7K
Event2026-03-31
Filed2026-05-05
SHOP
SHOPIFY INC
-4.76%
Shares6.1K
Event2026-03-31
Filed2026-05-05
MAR
MARRIOTT INTL INC NEW
8.76%
Shares2.2K
Event2026-03-31
Filed2026-05-05
NSC
NORFOLK SOUTHN CORP
-1.07%
Shares2.5K
Event2026-03-31
Filed2026-05-05
ROCKET LAB CORP
ROCKET LAB CORP
1.83%
Shares11.1K
Event2026-03-31
Filed2026-05-05
IWD
ISHARES TR
2.88%
Shares3.3K
Event2026-03-31
Filed2026-05-05
SPBU
AIM ETF PRODUCTS TRUST
45.72%
Shares26.1K
Event2026-03-31
Filed2026-05-05
USB
US BANCORP
71.10%
Shares13.6K
Event2026-03-31
Filed2026-05-05
CITIGROUP INC
CITIGROUP INC
-0.70%
Shares6.2K
Event2026-03-31
Filed2026-05-05
FV
FIRST TR EXCHANGE TRADED FD
-5.58%
Shares11.6K
Event2026-03-31
Filed2026-05-05
CAG
CONAGRA BRANDS INC
5.98%
Shares44.6K
Event2026-03-31
Filed2026-05-05
GSY
INVESCO ACTIVELY MANAGED EXC
New
Shares13.8K
Event2026-03-31
Filed2026-05-05
UTHR
UNITED THERAPEUTICS CORP DEL
0.09%
Shares1.2K
Event2026-03-31
Filed2026-05-05
FTBI
FIRST TR EXCHANGE TRADED FD
257.34%
Shares32.9K
Event2026-03-31
Filed2026-05-05
VGM
INVESCO TR INVT GRADE MUNS
4.07%
Shares69.1K
Event2026-03-31
Filed2026-05-05
GRID
FIRST TR EXCHANGE-TRADED FD
6.83%
Shares4.1K
Event2026-03-31
Filed2026-05-05
PSX
PHILLIPS 66
5.65%
Shares3.7K
Event2026-03-31
Filed2026-05-05
FTNT
FORTINET INC
1.86%
Shares8.3K
Event2026-03-31
Filed2026-05-05
VBK
VANGUARD INDEX FDS
-1.67%
Shares2.2K
Event2026-03-31
Filed2026-05-05
PGHY
INVESCO EXCH TRADED FD TR II
0.16%
Shares34.0K
Event2026-03-31
Filed2026-05-05
MDLZ
MONDELEZ INTL INC
9.20%
Shares11.4K
Event2026-03-31
Filed2026-05-05
QTUM
ETF SER SOLUTIONS
0.84%
Shares6.1K
Event2026-03-31
Filed2026-05-05
PGR
PROGRESSIVE CORP
2.93%
Shares3.3K
Event2026-03-31
Filed2026-05-05
EDIV
SPDR INDEX SHS FDS
20.30%
Shares16.4K
Event2026-03-31
Filed2026-05-05
COF
CAPITAL ONE FINL CORP
-1.53%
Shares3.5K
Event2026-03-31
Filed2026-05-05
CHD
CHURCH & DWIGHT CO INC
-5.34%
Shares6.9K
Event2026-03-31
Filed2026-05-05
VWO
VANGUARD INTL EQUITY INDEX F
10.80%
Shares11.9K
Event2026-03-31
Filed2026-05-05
PSTG
EVERPURE INC
-1.57%
Shares10.9K
Event2026-03-31
Filed2026-05-05
TBJL
INNOVATOR ETFS TRUST
2.89%
Shares32.0K
Event2026-03-31
Filed2026-05-05
FDX
FEDEX CORP
-6.17%
Shares1.8K
Event2026-03-31
Filed2026-05-05
BEN
FRANKLIN RESOURCES INC
5.52%
Shares26.8K
Event2026-03-31
Filed2026-05-05
SHY
ISHARES TR
-4.68%
Shares7.6K
Event2026-03-31
Filed2026-05-05
WTV
WISDOMTREE TR
1005.33%
Shares6.6K
Event2026-03-31
Filed2026-05-05
FAB
FIRST TR EXCHANGE-TRADED ALP
-0.76%
Shares6.6K
Event2026-03-31
Filed2026-05-05
FLRT
PACER FDS TR
176.50%
Shares13.2K
Event2026-03-31
Filed2026-05-05
CGCP
CAPITAL GRP FIXED INCM ETF T
7.78%
Shares27.3K
Event2026-03-31
Filed2026-05-05
PSET
PRINCIPAL EXCHANGE TRADED FD
7.23%
Shares8.8K
Event2026-03-31
Filed2026-05-05
FGD
FIRST TR EXCHANGE-TRADED FD
-6.86%
Shares19.1K
Event2026-03-31
Filed2026-05-05
TXN
TEXAS INSTRS INC
5.95%
Shares3.1K
Event2026-03-31
Filed2026-05-05
WPC
WP CAREY INC
1.14%
Shares8.9K
Event2026-03-31
Filed2026-05-05
FDV
FEDERATED HERMES ETF TRUST
30.05%
Shares19.6K
Event2026-03-31
Filed2026-05-05
UTF
COHEN & STEERS INFRASTRUCTUR
-0.23%
Shares23.3K
Event2026-03-31
Filed2026-05-05
MGV
VANGUARD WORLD FD
1.17%
Shares4.1K
Event2026-03-31
Filed2026-05-05
FDN
FIRST TR EXCHANGE-TRADED FD
-1.81%
Shares2.5K
Event2026-03-31
Filed2026-05-05
DFIS
DIMENSIONAL ETF TRUST
0.18%
Shares17.6K
Event2026-03-31
Filed2026-05-05
FNDA
SCHWAB STRATEGIC TR
-0.26%
Shares18.1K
Event2026-03-31
Filed2026-05-05
WM
WASTE MGMT INC DEL
0.68%
Shares2.5K
Event2026-03-31
Filed2026-05-05
IBIT
ISHARES BITCOIN TRUST ETF
-8.83%
Shares15.1K
Event2026-03-31
Filed2026-05-05
BUFB
INNOVATOR ETFS TRUST
122.67%
Shares16.1K
Event2026-03-31
Filed2026-05-05
VHT
VANGUARD WORLD FD
3.53%
Shares2.1K
Event2026-03-31
Filed2026-05-05
PKW
INVESCO EXCHANGE TRADED FD T
-10.10%
Shares4.4K
Event2026-03-31
Filed2026-05-05
SHW
SHERWIN WILLIAMS CO
0.68%
Shares1.8K
Event2026-03-31
Filed2026-05-05
NXTG
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares5.0K
Event2026-03-31
Filed2026-05-05
FUMB
FIRST TR EXCH TRADED FD III
2.21%
Shares27.7K
Event2026-03-31
Filed2026-05-05
AEP
AMERICAN ELEC PWR CO INC
5.79%
Shares4.2K
Event2026-03-31
Filed2026-05-05
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-0.96%
Shares11.3K
Event2026-03-31
Filed2026-05-05
TMSL
T ROWE PRICE ETF INC
11.74%
Shares14.6K
Event2026-03-31
Filed2026-05-05
CGGO
CAPITAL GROUP GBL GROWTH EQT
57.21%
Shares15.8K
Event2026-03-31
Filed2026-05-05
DOC
HEALTHPEAK PROPERTIES INC
3.85%
Shares32.0K
Event2026-03-31
Filed2026-05-05
BKLC
BNY MELLON ETF TRUST
0.00%
Shares4.2K
Event2026-03-31
Filed2026-05-05
AFL
AFLAC INC
0.61%
Shares4.8K
Event2026-03-31
Filed2026-05-05
TQQQ
PROSHARES TR
0.44%
Shares12.5K
Event2026-03-31
Filed2026-05-05
ALPS ETF TR
ALPS ETF TR
4.96%
Shares9.8K
Event2026-03-31
Filed2026-05-05
ITOT
ISHARES TR
-0.06%
Shares3.6K
Event2026-03-31
Filed2026-05-05
QLD
PROSHARES TR
3.05%
Shares8.4K
Event2026-03-31
Filed2026-05-05
SHEL
SHELL PLC
-7.71%
Shares5.5K
Event2026-03-31
Filed2026-05-05
BBUS
J P MORGAN EXCHANGE TRADED F
4.77%
Shares4.3K
Event2026-03-31
Filed2026-05-05
BGLD
FIRST TR EXCHANGE-TRADED FD
-3.27%
Shares29.6K
Event2026-03-31
Filed2026-05-05
MOTG
VANECK ETF TRUST
-1.00%
Shares13.6K
Event2026-03-31
Filed2026-05-05
HP INC
HP INC
New
Shares26.2K
Event2026-03-31
Filed2026-05-05
IEMG
ISHARES INC
-83.67%
Shares7.1K
Event2026-03-31
Filed2026-05-05
LKQ
LKQ CORP
0.00%
Shares16.9K
Event2026-03-31
Filed2026-05-05
SHEN
SHENANDOAH TELECOMMUNICATION
-21.95%
Shares32.0K
Event2026-03-31
Filed2026-05-05
PTMC
PACER FDS TR
66.97%
Shares13.4K
Event2026-03-31
Filed2026-05-05
FCX
FREEPORT MCMORAN INC
-6.59%
Shares8.2K
Event2026-03-31
Filed2026-05-05
SLYG
SPDR SERIES TRUST
0.12%
Shares5.0K
Event2026-03-31
Filed2026-05-05
DMAY
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares10.7K
Event2026-03-31
Filed2026-05-05
QQQM
INVESCO EXCH TRADED FD TR II
30.33%
Shares2.0K
Event2026-03-31
Filed2026-05-05
PQDI
PRINCIPAL EXCHANGE TRADED FD
1.01%
Shares25.0K
Event2026-03-31
Filed2026-05-05
GSLC
GOLDMAN SACHS ETF TR
-13.94%
Shares3.8K
Event2026-03-31
Filed2026-05-05
PLD
PROLOGIS INC.
New
Shares3.6K
Event2026-03-31
Filed2026-05-05
FNDB
SCHWAB STRATEGIC TR
0.00%
Shares17.6K
Event2026-03-31
Filed2026-05-05
AMT
AMERICAN TOWER CORP
44.42%
Shares2.8K
Event2026-03-31
Filed2026-05-05
BSCV
INVESCO EXCH TRD SLF IDX FD
7.41%
Shares29.0K
Event2026-03-31
Filed2026-05-05
IGV
ISHARES TR
2709.52%
Shares5.9K
Event2026-03-31
Filed2026-05-05
TMO
THERMO FISHER SCIENTIFIC INC
1.49%
Shares955
Event2026-03-31
Filed2026-05-05
NVS
NOVARTIS AG
-5.46%
Shares3.0K
Event2026-03-31
Filed2026-05-05
TOTALENERGIES SE
TOTALENERGIES SE
New
Shares5.1K
Event2026-03-31
Filed2026-05-05
DEHP
DIMENSIONAL ETF TRUST
0.34%
Shares13.7K
Event2026-03-31
Filed2026-05-05
VBR
VANGUARD INDEX FDS
-9.19%
Shares2.1K
Event2026-03-31
Filed2026-05-05
CGNG
CAPITAL GROUP NEW GEOGRAPHY
42.17%
Shares14.4K
Event2026-03-31
Filed2026-05-05
IGLD
FIRST TR EXCHANGE-TRADED FD
252.69%
Shares17.8K
Event2026-03-31
Filed2026-05-05
HYLS
FIRST TR EXCHANGE-TRADED FD
28.07%
Shares11.2K
Event2026-03-31
Filed2026-05-05
IVW
ISHARES TR
-93.58%
Shares4.0K
Event2026-03-31
Filed2026-05-05
CMI
CUMMINS INC
-1.64%
Shares838
Event2026-03-31
Filed2026-05-05
BOTZ
GLOBAL X FDS
-1.75%
Shares13.6K
Event2026-03-31
Filed2026-05-05
FICO
FAIR ISAAC CORP
14.99%
Shares422
Event2026-03-31
Filed2026-05-05
SLV
ISHARES SILVER TR
-8.90%
Shares6.6K
Event2026-03-31
Filed2026-05-05
DIV
GLOBAL X FDS
26.22%
Shares23.6K
Event2026-03-31
Filed2026-05-05
FREL
FIDELITY COVINGTON TRUST
52.55%
Shares16.5K
Event2026-03-31
Filed2026-05-05
CTVA
CORTEVA INC
-0.58%
Shares5.3K
Event2026-03-31
Filed2026-05-05
CRSP
CRISPR THERAPEUTICS AG
-21.97%
Shares9.3K
Event2026-03-31
Filed2026-05-05
GLDM
WORLD GOLD TR
6.61%
Shares4.7K
Event2026-03-31
Filed2026-05-05
FSIG
FIRST TR EXCHANGE-TRADED FD
36.38%
Shares23.2K
Event2026-03-31
Filed2026-05-05
PJP
INVESCO EXCHANGE TRADED FD T
-0.94%
Shares4.2K
Event2026-03-31
Filed2026-05-05
BABA
ALIBABA GROUP HLDG LTD
-5.13%
Shares3.5K
Event2026-03-31
Filed2026-05-05
RSG
REPUBLIC SVCS INC
-0.65%
Shares2.0K
Event2026-03-31
Filed2026-05-05
INCY
INCYTE CORP
-4.93%
Shares4.6K
Event2026-03-31
Filed2026-05-05
INNOVATOR ETFS TRUST
INNOVATOR ETFS TRUST
3.48%
Shares22.8K
Event2026-03-31
Filed2026-05-05
INTU
INTUIT
-0.69%
Shares1.0K
Event2026-03-31
Filed2026-05-05
VTIP
VANGUARD MALVERN FDS
48.69%
Shares8.6K
Event2026-03-31
Filed2026-05-05
VCSH
VANGUARD SCOTTSDALE FDS
12.38%
Shares5.4K
Event2026-03-31
Filed2026-05-05
QQQJ
INVESCO EXCH TRADED FD TR II
23.35%
Shares11.6K
Event2026-03-31
Filed2026-05-05
RFLR
INNOVATOR ETFS TRUST
54.95%
Shares14.5K
Event2026-03-31
Filed2026-05-05
GDX
VANECK ETF TRUST
0.00%
Shares4.6K
Event2026-03-31
Filed2026-05-05
DDM
PROSHARES TR
6.84%
Shares8.0K
Event2026-03-31
Filed2026-05-05
XSHD
INVESCO EXCH TRADED FD TR II
0.00%
Shares31.6K
Event2026-03-31
Filed2026-05-05
FSMB
FIRST TR EXCH TRADED FD III
5.14%
Shares20.7K
Event2026-03-31
Filed2026-05-05
LHX
L3HARRIS TECHNOLOGIES INC
1.80%
Shares1.2K
Event2026-03-31
Filed2026-05-05
BKNG
BOOKING HOLDINGS INC
2.11%
Shares97
Event2026-03-31
Filed2026-05-05
NVO
NOVO-NORDISK A S
-5.08%
Shares11.1K
Event2026-03-31
Filed2026-05-05
NWBI
NORTHWEST BANCSHARES INC
1.52%
Shares31.9K
Event2026-03-31
Filed2026-05-05
UNILEVER PLC
UNILEVER PLC
4.07%
Shares7.0K
Event2026-03-31
Filed2026-05-05
DJUL
FIRST TR EXCHNG TRADED FD VI
-0.23%
Shares8.5K
Event2026-03-31
Filed2026-05-05
BWXT
BWX TECHNOLOGIES INC
-7.66%
Shares1.9K
Event2026-03-31
Filed2026-05-05
GLW
CORNING INC
-6.41%
Shares2.9K
Event2026-03-31
Filed2026-05-05
DWLD
DAVIS FUNDAMENTAL ETF TR
13.62%
Shares8.9K
Event2026-03-31
Filed2026-05-05
PSTP
INNOVATOR ETFS TRUST
391.07%
Shares11.3K
Event2026-03-31
Filed2026-05-05
KWEB
KRANESHARES TRUST
26.02%
Shares13.7K
Event2026-03-31
Filed2026-05-05
MAIN
MAIN STR CAP CORP
1.86%
Shares7.3K
Event2026-03-31
Filed2026-05-05
EBAY
EBAY INC.
0.83%
Shares4.2K
Event2026-03-31
Filed2026-05-05
ADP
AUTOMATIC DATA PROCESSING IN
-4.96%
Shares1.9K
Event2026-03-31
Filed2026-05-05
VYMI
VANGUARD WHITEHALL FDS
18.03%
Shares4.0K
Event2026-03-31
Filed2026-05-05
JBS
JBS N.V.
5.50%
Shares21.1K
Event2026-03-31
Filed2026-05-05
MTD
METTLER TOLEDO INTERNATIONAL
0.00%
Shares300
Event2026-03-31
Filed2026-05-05
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares1.9K
Event2026-03-31
Filed2026-05-05
SLB
SLB LIMITED
-4.68%
Shares7.3K
Event2026-03-31
Filed2026-05-05
CEG
CONSTELLATION ENERGY CORP
130.82%
Shares1.3K
Event2026-03-31
Filed2026-05-05
VWOB
VANGUARD WHITEHALL FDS
7.22%
Shares5.7K
Event2026-03-31
Filed2026-05-05
FNDF
SCHWAB STRATEGIC TR
1.00%
Shares7.6K
Event2026-03-31
Filed2026-05-05
DHR
DANAHER CORP DEL
2.11%
Shares1.9K
Event2026-03-31
Filed2026-05-05
QFLR
INNOVATOR ETFS TRUST
65.89%
Shares11.0K
Event2026-03-31
Filed2026-05-05
LEU
CENTRUS ENERGY CORP
New
Shares2.1K
Event2026-03-31
Filed2026-05-05
KR
KROGER CO
-4.73%
Shares5.0K
Event2026-03-31
Filed2026-05-05
CMCSA
COMCAST CORP NEW
-2.04%
Shares12.6K
Event2026-03-31
Filed2026-05-05
IVE
ISHARES TR
-8.26%
Shares1.7K
Event2026-03-31
Filed2026-05-05
HSY
HERSHEY CO
0.70%
Shares1.7K
Event2026-03-31
Filed2026-05-05
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
0.82%
Shares1.7K
Event2026-03-31
Filed2026-05-05
SDY
SPDR SERIES TRUST
-3.14%
Shares2.4K
Event2026-03-31
Filed2026-05-05
GBTC
GRAYSCALE BITCOIN TRUST ETF
0.00%
Shares6.7K
Event2026-03-31
Filed2026-05-05
AA
ALCOA CORP
0.00%
Shares5.4K
Event2026-03-31
Filed2026-05-05
PDEC
INNOVATOR ETFS TRUST
0.00%
Shares8.3K
Event2026-03-31
Filed2026-05-05
ISRG
INTUITIVE SURGICAL INC
4.53%
Shares762
Event2026-03-31
Filed2026-05-05
CGHM
CAPITAL GRP FIXED INCM ETF T
0.15%
Shares13.8K
Event2026-03-31
Filed2026-05-05
OAKM
HARRIS OAKMARK ETF TRUST
38.39%
Shares12.7K
Event2026-03-31
Filed2026-05-05
FIRST CTZNS BANCSHARES INC D
FIRST CTZNS BANCSHARES INC D
-13.55%
Shares185
Event2026-03-31
Filed2026-05-05
VOE
VANGUARD INDEX FDS
-2.04%
Shares1.9K
Event2026-03-31
Filed2026-05-05
EPI
WISDOMTREE TR
-0.59%
Shares8.4K
Event2026-03-31
Filed2026-05-05
DVY
ISHARES TR
-3.56%
Shares2.3K
Event2026-03-31
Filed2026-05-05
ZTS
ZOETIS INC
1.76%
Shares2.9K
Event2026-03-31
Filed2026-05-05
VMBS
VANGUARD SCOTTSDALE FDS
-3.42%
Shares7.3K
Event2026-03-31
Filed2026-05-05
GPIX
GOLDMAN SACHS ETF TR
212.58%
Shares6.8K
Event2026-03-31
Filed2026-05-05
PEY
INVESCO EXCHANGE TRADED FD T
0.03%
Shares15.7K
Event2026-03-31
Filed2026-05-05
IYH
ISHARES TR
0.31%
Shares5.4K
Event2026-03-31
Filed2026-05-05
TWLO
TWILIO INC
-17.77%
Shares2.7K
Event2026-03-31
Filed2026-05-05
ICE
INTERCONTINENTAL EXCHANGE IN
1.58%
Shares2.1K
Event2026-03-31
Filed2026-05-05
VEEV
VEEVA SYS INC
2.01%
Shares1.9K
Event2026-03-31
Filed2026-05-05
SYY
SYSCO CORP
-6.86%
Shares4.6K
Event2026-03-31
Filed2026-05-05
BSCQ
INVESCO EXCH TRD SLF IDX FD
26.18%
Shares16.8K
Event2026-03-31
Filed2026-05-05
ET
ENERGY TRANSFER L P
0.79%
Shares16.9K
Event2026-03-31
Filed2026-05-05
SNPS
SYNOPSYS INC
-2.61%
Shares822
Event2026-03-31
Filed2026-05-05
MKC
MCCORMICK & CO INC
-1.49%
Shares6.4K
Event2026-03-31
Filed2026-05-05
HQH
ABRDN HEALTHCARE INVESTORS
2.58%
Shares18.1K
Event2026-03-31
Filed2026-05-05
ALL
ALLSTATE CORP
1.37%
Shares1.5K
Event2026-03-31
Filed2026-05-05
IWL
ISHARES TR
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-05
WELL
WELLTOWER INC
-1.83%
Shares1.6K
Event2026-03-31
Filed2026-05-05
SEPZ
ELEVATION SERIES TRUST
0.00%
Shares7.8K
Event2026-03-31
Filed2026-05-05
FNB
F N B CORP
0.30%
Shares19.0K
Event2026-03-31
Filed2026-05-05
BCE
BCE INC
-2.64%
Shares12.6K
Event2026-03-31
Filed2026-05-05

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Capital Investment Advisory Services, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo