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The Analysis of CAPTRUST FINANCIAL ADVISORS's Holdings & P&L

Currently, CAPTRUST FINANCIAL ADVISORS holds 2931 types of securities in its portfolio with a total value $57.2B. In the most recent quarter, they have increased their positions in AAPL (+1.2M shares, valued at $313.2M), NVDA (+1.7M shares, valued at $294.7M), MSFT (+571.8K shares, valued at $211.6M); decreased their positions in USFR (-1.9M shares, valued at $97.8M), MGK (-194.5K shares, valued at $71.5M), TWLO (-564.5K shares, valued at $71.0M); initiated new positions in N/A (+1.5M shares, valued at $75.8M), BKGI (+828.0K shares, valued at $36.9M), TIGO (+483.2K shares, valued at $36.2M).

1M P&L

+2.0B+3.60%

3M P&L

-2.9B-4.81%

HY P&L

-1.3B-2.25%

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/A28.2B

54.4%

2Consumer Electronics2.0B

3.8%

3Semiconductors2.0B

3.8%

Top Industries by Stock Count

1N/A938 stocks

33.9%

2Banks - Regional113 stocks

4.1%

3Biotechnology91 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES CORE S&P 500 ETF4.3M shares5.03%2026-03-312026-05-15

VEA VANGUARD FTSE DEVELOPED MARKETS ETF32.3M shares7.17%2026-03-312026-05-15

AAPL APPLE INC COM7.8M shares18.83%2026-03-312026-05-15

SHY ISHARES 1-3 YEAR TREASURY BOND ETF19.2M shares6.83%2026-03-312026-05-15

NVDA NVIDIA CORPORATION COM8.0M shares26.68%2026-03-312026-05-15

VTV VANGUARD VALUE6.7M shares4.34%2026-03-312026-05-15

MSFT MICROSOFT CORP COM3.3M shares20.64%2026-03-312026-05-15

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A3.3M shares26.68%2026-03-312026-05-15

Sponsored

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF10.9M shares1.34%2026-03-312026-05-15

AMZN AMAZON COM INC COM3.7M shares36.62%2026-03-312026-05-15

FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF27.5M shares28.52%2026-03-312026-05-15

IEI ISHARES 3-7 YEAR TREASURY BOND ETF6.3M shares5.63%2026-03-312026-05-15

VB VANGUARD SMALL-CAP ETF2.8M shares7.12%2026-03-312026-05-15

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF1.2M shares-2.82%2026-03-312026-05-15

IEMG ISHARES CORE MSCI EMERGING MARKET ETF10.0M shares5.10%2026-03-312026-05-15

AGG ISHARES CORE U.S. AGGREGATE BOND ETF6.2M shares3.10%2026-03-312026-05-15

Sponsored

VUG VANGUARD GROWTH ETF1.3M shares0.97%2026-03-312026-05-15

SCHX SCHWAB U.S. LARGE-CAP ETF20.2M shares3.39%2026-03-312026-05-15

SPY STATE STREET SPDR S&P 500 ETF788.3K shares-1.12%2026-03-312026-05-15

IEF ISHARES 7-10 YEAR TREASURY BOND ETF5.4M shares-7.18%2026-03-312026-05-15

BSV VANGUARD SHORT-TERM BOND ETF6.4M shares2.31%2026-03-312026-05-15

BROADCOM INC COM BROADCOM INC COM1.6M shares31.74%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW1.0M shares20.35%2026-03-312026-05-15

IWB ISHARES RUSSELL 1000 ETF1.3M shares9.86%2026-03-312026-05-15

Sponsored

ABBV ABBVIE INC COM1.7M shares15.02%2026-03-312026-05-15

JGRO JPMORGAN ACTIVE GROWTH ETF4.3M shares9.59%2026-03-312026-05-15

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF3.9M shares-1.42%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO COM1.2M shares35.97%2026-03-312026-05-15

META META PLATFORMS INC.598.6K shares23.59%2026-03-312026-05-15

CVX CHEVRON CORPORATION COM1.6M shares13.88%2026-03-312026-05-15

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C1.1M shares6.96%2026-03-312026-05-15

MGK VANGUARD MEGA CAP GROWTH ETF869.4K shares-18.28%2026-03-312026-05-15

Sponsored

MA MASTERCARD INCORPORATED CL A604.7K shares7.92%2026-03-312026-05-15

IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF5.5M shares13.38%2026-03-312026-05-15

VBR VANGUARD SMALL CAP VALUE ETF1.3M shares4.36%2026-03-312026-05-15

JBND JPMORGAN ACTIVE BOND ETF5.1M shares11.21%2026-03-312026-05-15

VIG VANGUARD DIVIDEND APPRECIATION ETF1.2M shares2.22%2026-03-312026-05-15

USFR WISDOMTREE FLOATING RATE TREASURY FUND5.3M shares-26.99%2026-03-312026-05-15

VTI VANGUARD TOTAL STOCK MARKETS ETF799.5K shares1.33%2026-03-312026-05-15

VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF2.7M shares3.60%2026-03-312026-05-15

Sponsored

GILD GILEAD SCIENCES INC COM1.8M shares-8.50%2026-03-312026-05-15

XOM EXXON MOBIL CORP COM1.4M shares-12.45%2026-03-312026-05-15

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I456.7K shares4.74%2026-03-312026-05-15

PG PROCTER & GAMBLE CO COM1.7M shares-9.61%2026-03-312026-05-15

CSCO CISCO SYS INC COM3.0M shares20.02%2026-03-312026-05-15

MERCK & CO INC COM MERCK & CO INC COM1.8M shares10.67%2026-03-312026-05-15

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF2.2M shares8.75%2026-03-312026-05-15

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF1.5M shares0.85%2026-03-312026-05-15

Sponsored

FLXR TCW FLEXIBLE INCOME ETF5.4M shares5.43%2026-03-312026-05-15

ISHARES GOLD TRUST ISHARES GOLD TRUST2.4M shares0.22%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION COM213.0K shares14.10%2026-03-312026-05-15

V VISA INC COM CL A697.4K shares5.01%2026-03-312026-05-15

KR KROGER CO COM2.9M shares3.59%2026-03-312026-05-15

IWF ISHARES RUSSELL 1000 GROWTH ETF477.9K shares2.46%2026-03-312026-05-15

GRMN GARMIN LTD SHS866.8K shares3.26%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS590.6K shares206.78%2026-03-312026-05-15

Sponsored

FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF4.0M shares18.96%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC COM1.2M shares77.64%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON COM791.7K shares25.77%2026-03-312026-05-15

SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF8.5M shares8.84%2026-03-312026-05-15

LAM RESEARCH CORP COM NEW LAM RESEARCH CORP COM NEW902.5K shares-9.58%2026-03-312026-05-15

AMGN AMGEN INC COM528.6K shares6.08%2026-03-312026-05-15

LLY ELI LILLY & CO COM202.2K shares21.97%2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP COM300.7K shares32.73%2026-03-312026-05-15

Sponsored

WSM WILLIAMS SONOMA INC COM942.7K shares7.82%2026-03-312026-05-15

VRSN VERISIGN INC COM678.7K shares3.51%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC COM198.6K shares156.28%2026-03-312026-05-15

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND2.1M shares-0.45%2026-03-312026-05-15

CME CME GROUP INC COM535.4K shares-4.18%2026-03-312026-05-15

IJH ISHARES CORE S&P MID-CAP ETF2.3M shares-2.20%2026-03-312026-05-15

WMT WALMART INC COM1.2M shares5.58%2026-03-312026-05-15

LOW LOWES COS INC COM633.6K shares4.19%2026-03-312026-05-15

Sponsored

BAC BANK OF AMER CORP COM3.0M shares3.83%2026-03-312026-05-15

CAT CATERPILLAR INC COM209.3K shares47.83%2026-03-312026-05-15

QCOM QUALCOMM INC COM1.1M shares-3.60%2026-03-312026-05-15

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF1.1M shares-6.39%2026-03-312026-05-15

KO COCA COLA CO COM1.9M shares19.84%2026-03-312026-05-15

HCA HCA HEALTHCARE INC COM293.5K shares-0.78%2026-03-312026-05-15

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF1.3M shares3.54%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS COM564.7K shares11.74%2026-03-312026-05-15

Sponsored

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF1.8M shares25.94%2026-03-312026-05-15

NFLX NETFLIX INC. COM1.4M shares24.07%2026-03-312026-05-15

PHM PULTE GROUP INC COM1.2M shares7.36%2026-03-312026-05-15

MUB ISHARES NATIONAL MUNI BOND ETF1.3M shares4.44%2026-03-312026-05-15

AFL AFLAC INC COM1.2M shares3.86%2026-03-312026-05-15

BLUEROCK TOTAL INCOME REAL ESTATE FUND CLASS I BLUEROCK TOTAL INCOME REAL ESTATE FUND CLASS I7.9M shares0.66%2026-03-312026-05-15

UGI UGI CORP NEW COM3.5M shares10.24%2026-03-312026-05-15

EFA ISHARES MSCI EAFE ETF1.3M shares1.41%2026-03-312026-05-15

Sponsored

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF856.6K shares4.44%2026-03-312026-05-15

NEE NEXTERA ENERGY INC COM1.3M shares210.87%2026-03-312026-05-15

IEFA ISHARES CORE MSCI EAFE ETF1.4M shares-1.61%2026-03-312026-05-15

WSO WATSCO INC COM330.9K shares-16.55%2026-03-312026-05-15

CMCSA COMCAST CORP NEW CL A4.2M shares-3.04%2026-03-312026-05-15

BRX BRIXMOR PPTY GROUP INC COM4.1M shares1.42%2026-03-312026-05-15

CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF3.8M shares-1.30%2026-03-312026-05-15

ORI OLD REP INTL CORP COM2.8M shares-13.11%2026-03-312026-05-15

Sponsored

EOG EOG RES INC COM780.7K shares27.13%2026-03-312026-05-15

GOVT ISHARES U.S. TREASURY BOND ETF4.9M shares2.14%2026-03-312026-05-15

SR SPIRE INC COM1.2M shares-1.07%2026-03-312026-05-15

RMD RESMED INC COM487.9K shares1.63%2026-03-312026-05-15

PWR QUANTA SVCS INC COM197.5K shares1593.00%2026-03-312026-05-15

OZK BANK OZK LITTLE ROCK ARK COM2.3M shares120.00%2026-03-312026-05-15

IJR ISHARES CORE S&P SMALL-CAP ETF856.3K shares-0.45%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC CL A720.2K shares28.37%2026-03-312026-05-15

Sponsored

PEP PEPSICO INC COM675.1K shares3.08%2026-03-312026-05-15

HD HOME DEPOT INC COM310.5K shares16.02%2026-03-312026-05-15

SCHB SCHWAB US BROAD MKTS ETF4.0M shares-4.47%2026-03-312026-05-15

CITIGROUP INC COM NEW CITIGROUP INC COM NEW895.5K shares-16.77%2026-03-312026-05-15

GLD SPDR GOLD SHARES233.9K shares0.22%2026-03-312026-05-15

DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF3.0M shares1.86%2026-03-312026-05-15

APH AMPHENOL CORP CL A789.4K shares-4.86%2026-03-312026-05-15

CSL CARLISLE COS INC COM297.2K shares1.21%2026-03-312026-05-15

Sponsored

ADP AUTOMATIC DATA PROCESSING INC COM486.9K shares357.16%2026-03-312026-05-15

TSLA TESLA INC COM265.8K shares63.58%2026-03-312026-05-15

BK BANK NEW YORK MELLON CORP COM831.6K shares2.40%2026-03-312026-05-15

PFE PFIZER INC COM3.5M shares6.33%2026-03-312026-05-15

DG DOLLAR GEN CORP COM815.6K shares21.05%2026-03-312026-05-15

VO VANGUARD MID-CAP ETF333.5K shares0.67%2026-03-312026-05-15

ALSN ALLISON TRANSMISSION HLDGS INC COM815.7K shares440.25%2026-03-312026-05-15

AEP AMERICAN ELEC PWR CO INC COM721.3K shares594.43%2026-03-312026-05-15

Sponsored

IWD ISHARES RUSSELL 1000 VALUE ETF435.6K shares5.15%2026-03-312026-05-15

TM TOYOTA MOTOR CORP ADS435.5K shares6.21%2026-03-312026-05-15

PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR2.5M shares-0.51%2026-03-312026-05-15

UNILEVER PLC SPON ADR NEW UNILEVER PLC SPON ADR NEW1.5M shares31.17%2026-03-312026-05-15

WFC WELLS FARGO & CO COM1.1M shares17.11%2026-03-312026-05-15

T AT&T INC COM3.0M shares15.73%2026-03-312026-05-15

MCD MCDONALDS CORP COM277.4K shares34.52%2026-03-312026-05-15

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF358.6K shares59.02%2026-03-312026-05-15

Sponsored

AMP AMERIPRISE FINL INC COM193.0K shares1.37%2026-03-312026-05-15

FERGUSON ENTERPRISES INC COMMON STOCK NEW FERGUSON ENTERPRISES INC COMMON STOCK NEW366.0K shares65.75%2026-03-312026-05-15

JPLD JPMORGAN LIMITED DURATION BOND ETF1.6M shares5335.77%2026-03-312026-05-15

UNP UNION PAC CORP COM347.9K shares67.29%2026-03-312026-05-15

IWM ISHARES RUSSELL 2000 ETF334.4K shares0.76%2026-03-312026-05-15

UBS UBS GROUP AG SHS2.1M shares-0.05%2026-03-312026-05-15

ASML ASML HLDG NV N Y REGISTRY SHS60.5K shares181.05%2026-03-312026-05-15

XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF479.9K shares27.03%2026-03-312026-05-15

Sponsored

QUAL ISHARES MSCI USA QUALITY FACTOR ETF402.4K shares-0.32%2026-03-312026-05-15

SMG SCOTTS MIRACLE-GRO CO CL A1.3M shares9.22%2026-03-312026-05-15

VV VANGUARD LARGE-CAP ETF253.5K shares2.56%2026-03-312026-05-15

ISHARES SECURITIZED INCOME ACTIVE ETF ISHARES SECURITIZED INCOME ACTIVE ETF1.5M sharesnew addition2026-03-312026-05-15

WPC WP CAREY INC COM1.1M shares6.29%2026-03-312026-05-15

COKE COCA COLA CONS INC COM370.1K shares3693.69%2026-03-312026-05-15

VWO VANGUARD EMERGING MARKET STOCK ETF1.3M shares2.02%2026-03-312026-05-15

JCPB JPMORGAN CORE PLUS BOND ETF1.5M shares11.47%2026-03-312026-05-15

Sponsored

AME AMETEK INC COM324.4K shares20.79%2026-03-312026-05-15

THE CIGNA GROUP COM THE CIGNA GROUP COM259.9K shares257.64%2026-03-312026-05-15

DVN DEVON ENERGY CORP NEW COM1.4M shares-2.42%2026-03-312026-05-15

CGUS CAPITAL GROUP CORE EQUITY ETF1.8M shares1.24%2026-03-312026-05-15

SHW SHERWIN WILLIAMS CO COM213.4K shares-7.02%2026-03-312026-05-15

VXF VANGUARD EXTENDED MARKET ETF329.6K shares4.00%2026-03-312026-05-15

TJX TJX COS INC NEW COM421.4K shares-5.78%2026-03-312026-05-15

DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND761.8K shares-0.09%2026-03-312026-05-15

Sponsored

USMV ISHARES MSCI USA MIN VOL FACTOR ETF715.4K shares-2.79%2026-03-312026-05-15

PNC PNC FINL SVCS GROUP INC COM322.4K shares184.85%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC COM1.3M shares109.41%2026-03-312026-05-15

ORLY OREILLY AUTOMOTIVE INC COM716.0K shares18.61%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC COM NEW143.3K shares314.81%2026-03-312026-05-15

CPRT COPART INC COM2.0M shares-14.88%2026-03-312026-05-15

DFUS DIMENSIONAL U.S. EQUITY MARKET ETF922.0K shares-1.11%2026-03-312026-05-15

RTX RTX CORPORATION COM336.1K shares10.72%2026-03-312026-05-15

Sponsored

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW490.3K shares6.02%2026-03-312026-05-15

JMUB JPMORGAN MUNICIPAL ETF1.3M shares5.70%2026-03-312026-05-15

MCO MOODYS CORP COM145.3K shares27.14%2026-03-312026-05-15

BR BROADRIDGE FINL SOLUTIONS INC COM387.6K shares-5.07%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC COM232.2K shares91.80%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO COM205.2K shares-8.02%2026-03-312026-05-15

FCX FREEPORT MCMORAN INC CL B1.0M shares49.08%2026-03-312026-05-15

CRM SALESFORCE INC COM327.6K shares154.43%2026-03-312026-05-15

Sponsored

ORCL ORACLE CORP COM415.6K shares11.05%2026-03-312026-05-15

FICO FAIR ISAAC CORP COM56.8K shares-20.23%2026-03-312026-05-15

IWV ISHARES RUSSELL 3000 ETF163.6K shares-34.81%2026-03-312026-05-15

GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF1.4M shares7.19%2026-03-312026-05-15

KLAC KLA CORP COM NEW39.9K shares133.98%2026-03-312026-05-15

ACWX ISHARES MSCI ACWI EX U.S. ETF857.0K shares-3.80%2026-03-312026-05-15

NTR NUTRIEN LTD COM777.4K shares0.97%2026-03-312026-05-15

JVAL JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND1.2M shares1.19%2026-03-312026-05-15

Sponsored

SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF1.2M shares10.56%2026-03-312026-05-15

VONG VANGUARD RUSSELL 1000 GROWTH ETF588.7K shares1.86%2026-03-312026-05-15

DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST124.1K shares-25.71%2026-03-312026-05-15

ICE INTERCONTINENTAL EXCHANGE INC COM362.0K shares261.24%2026-03-312026-05-15

IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF679.5K shares1.96%2026-03-312026-05-15

IVW ISHARES S&P 500 GROWTH ETF489.3K shares2.07%2026-03-312026-05-15

EATON CORP PLC SHS EATON CORP PLC SHS154.6K shares133.24%2026-03-312026-05-15

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF1.1M shares-26.00%2026-03-312026-05-15

Sponsored

IYW ISHARES U.S. TECHNOLOGY ETF302.7K shares-0.98%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC COM269.6K shares163.24%2026-03-312026-05-15

BRK.A BERKSHIRE HATHAWAY INC DEL CL A76 shares4.11%2026-03-312026-05-15

CRH PLC ORD CRH PLC ORD515.6K shares4.05%2026-03-312026-05-15

MEAR ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF1.1M shares-27.05%2026-03-312026-05-15

JPST JPMORGAN ULTRA-SHORT INCOME ETF1.1M shares-10.19%2026-03-312026-05-15

BILZ PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND526.3K shares-26.44%2026-03-312026-05-15

VICI VICI PPTYS INC COM1.9M shares18.36%2026-03-312026-05-15

Sponsored

DHR DANAHER CORP DEL COM278.9K shares3.80%2026-03-312026-05-15

CGGR CAPITAL GROUP GROWTH ETF1.3M shares10.23%2026-03-312026-05-15

MO ALTRIA GROUP INC COM795.5K shares10.47%2026-03-312026-05-15

JMTG JPMORGAN MORTGAGE-BACKED SECURITIES ETF1.0M shares3.09%2026-03-312026-05-15

SCHD SCHWAB US DIVIDEND EQUITY ETF1.7M shares3.22%2026-03-312026-05-15

HON HONEYWELL INTL INC COM224.4K shares16.86%2026-03-312026-05-15

CRWD CROWDSTRIKE HLDGS INC CL A129.7K shares91.05%2026-03-312026-05-15

UMBF UMB FINL CORP COM446.4K shares-2.84%2026-03-312026-05-15

Sponsored

BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND540.8K shares134.84%2026-03-312026-05-15

EEM ISHARES MSCI EMERGING MARKETS ETF870.4K shares114.70%2026-03-312026-05-15

MKL MARKEL GROUP INC COM25.8K shares4.11%2026-03-312026-05-15

PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND1.8M shares-6.93%2026-03-312026-05-15

DGRO ISHARES CORE DIVIDEND GROWTH ETF687.9K shares1.24%2026-03-312026-05-15

STERIS PLC SHS USD STERIS PLC SHS USD210.7K shares4.13%2026-03-312026-05-15

ABT ABBOTT LABORATORIES COM451.8K shares-1.72%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC COM94.1K shares8.46%2026-03-312026-05-15

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MGC VANGUARD MEGA CAP ETF192.3K shares-8.49%2026-03-312026-05-15

VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF763.0K shares6.72%2026-03-312026-05-15

FDX FEDEX CORP COM127.0K shares1.90%2026-03-312026-05-15

GEV GE VERNOVA INC COM50.5K shares75.79%2026-03-312026-05-15

CGCP CAPITAL GROUP CORE PLUS INCOME ETF2.0M shares18.17%2026-03-312026-05-15

ARISTA NETWORKS INC COM SHS ARISTA NETWORKS INC COM SHS355.3K shares102.32%2026-03-312026-05-15

LII LENNOX INTL INC COM93.9K shares0.00%2026-03-312026-05-15

BAH BOOZ ALLEN HAMILTON HLDG CORP CL A557.6K shares2.50%2026-03-312026-05-15

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EFG ISHARES MSCI EAFE GROWTH ETF390.4K shares47.82%2026-03-312026-05-15

SCHM SCHWAB U.S. MID-CAP ETF1.4M shares-0.64%2026-03-312026-05-15

AMT AMERICAN TOWER CORP COM248.5K shares12.56%2026-03-312026-05-15

IGF ISHARES GLOBAL INFRASTRUCTURE ETF628.2K shares-14.20%2026-03-312026-05-15

MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST67.9K shares-0.19%2026-03-312026-05-15

VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF471.5K shares17.84%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC COM251.7K shares15.11%2026-03-312026-05-15

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF1.4M shares-3.85%2026-03-312026-05-15

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BMY BRISTOL-MYERS SQUIBB CO COM676.4K shares24.88%2026-03-312026-05-15

DE DEERE & CO COM72.4K shares-7.78%2026-03-312026-05-15

VGT VANGUARD INFORMATION TECHNOLOGY ETF58.3K shares84.25%2026-03-312026-05-15

INTU INTUIT COM93.2K shares12.79%2026-03-312026-05-15

TXN TEXAS INSTRS INC COM207.5K shares96.95%2026-03-312026-05-15

CGDV CAPITAL GROUP DIVIDEND VALUE ETF932.8K shares-0.94%2026-03-312026-05-15

AGM FEDERAL AGRIC MTG CORP CL C266.3K shares-25.81%2026-03-312026-05-15

CGCB CAPITAL GROUP CORE BOND ETF1.5M shares98.60%2026-03-312026-05-15

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MCK MCKESSON CORP COM44.8K shares5.49%2026-03-312026-05-15

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF198.6K shares17.94%2026-03-312026-05-15

XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF339.4K shares-3.81%2026-03-312026-05-15

IJK ISHARES S&P MID-CAP 400 GROWTH ETF372.5K shares-3.51%2026-03-312026-05-15

IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF1.5M shares-47.07%2026-03-312026-05-15

MTD METTLER TOLEDO INTERNATIONAL COM29.5K shares-3.69%2026-03-312026-05-15

VNQ VANGUARD REAL ESTATE ETF417.1K shares54.11%2026-03-312026-05-15

BKGI BNY MELLON GLOBAL INFRASTRUCTURE INCOME ETF828.0K sharesnew addition2026-03-312026-05-15

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TIGO MILLICOM INTL CELLULAR S A COM STK483.2K sharesnew addition2026-03-312026-05-15

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COP CONOCOPHILLIPS COM271.0K shares-2.20%2026-03-312026-05-15

NXST NEXSTAR MEDIA GROUP INC COMMON STOCK197.5K shares-3.02%2026-03-312026-05-15

MANH MANHATTAN ASSOCIATES INC COM267.2K shares-9.49%2026-03-312026-05-15

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF451.1K shares0.16%2026-03-312026-05-15

IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF1.5M shares6.99%2026-03-312026-05-15

EFV ISHARES MSCI EAFE VALUE ETF474.0K shares1.31%2026-03-312026-05-15

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EMR EMERSON ELEC CO COM266.9K shares8.58%2026-03-312026-05-15

AMAT APPLIED MATLS INC COM102.1K shares28.98%2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP COM370.7K shares12.18%2026-03-312026-05-15

IWR ISHARES RUSSELL MIDCAP ETF357.0K shares-0.78%2026-03-312026-05-15

GE AEROSPACE COM NEW GE AEROSPACE COM NEW120.4K shares16.78%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC COM100.3K shares19.75%2026-03-312026-05-15

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF1.1M shares69.29%2026-03-312026-05-15

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CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF987.3K shares4.40%2026-03-312026-05-15

VCIT VANGUARD INTERMEDIATE-TERM CORP BD ETF396.0K shares125.34%2026-03-312026-05-15

CGMM CAPITAL GROUP U.S. SMALL AND MID CAP ETF1.1M shares7.45%2026-03-312026-05-15

RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF719.8K shares-0.92%2026-03-312026-05-15

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VLO VALERO ENERGY CORP COM131.2K shares-0.62%2026-03-312026-05-15

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DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF830.1K shares-1.10%2026-03-312026-05-15

SCHA SCHWAB U.S. SMALL-CAP ETF1.1M shares2.04%2026-03-312026-05-15

CMI CUMMINS INC COM59.7K shares-3.73%2026-03-312026-05-15

BND VANGUARD TOTAL BOND MARKET ETF433.8K shares14.85%2026-03-312026-05-15

VONV VANGUARD RUSSELL 1000 VALUE ETF340.0K shares10.62%2026-03-312026-05-15

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LQD ISHARES GS CORP BONDS289.0K shares340.89%2026-03-312026-05-15

USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF614.8K shares5.97%2026-03-312026-05-15

CACI CACI INTL INC CL A56.9K shares0.64%2026-03-312026-05-15

BIV VANGUARD INTERMEDIATE-TERM BOND ETF399.2K shares0.28%2026-03-312026-05-15

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WM WASTE MGMT INC DEL COM130.0K shares0.01%2026-03-312026-05-15

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VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF374.9K shares13.58%2026-03-312026-05-15

JPUS JPMORGAN DIVERSIFIED RETURN USE EQUITY228.1K shares1.44%2026-03-312026-05-15

SO SOUTHERN CO COM306.6K shares8.56%2026-03-312026-05-15

CNX CNX RES CORP COM766.4K shares4888.23%2026-03-312026-05-15

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MS MORGAN STANLEY COM NEW176.1K shares3.98%2026-03-312026-05-15

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LINDE PLC SHS LINDE PLC SHS56.6K shares21.02%2026-03-312026-05-15

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AYI ACUITY INC COM87.3K shares-19.83%2026-03-312026-05-15

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CTRA COTERRA ENERGY INC COM693.2K shares-0.93%2026-03-312026-05-15

XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF165.9K shares3.94%2026-03-312026-05-15

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IWN ISHARES TR RUSSEL 2000 VALUE110.5K shares-2.53%2026-03-312026-05-15

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NET CLOUDFLARE INC CL A COM97.2K shares11.08%2026-03-312026-05-15

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BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF999.8K shares0.67%2026-03-312026-05-15

JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF382.5K shares4.42%2026-03-312026-05-15

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PYPL PAYPAL HLDGS INC COM414.7K shares228.03%2026-03-312026-05-15

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VTEB VANGUARD TAX-EXEMPT BOND ETF364.8K shares0.35%2026-03-312026-05-15

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IWP ISHARES RUSSELL MID-CAP GROWTH ETF121.0K shares4.05%2026-03-312026-05-15

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Sponsored

HSBC HSBC HLDGS PLC SPON ADR NEW187.4K shares695.19%2026-03-312026-05-15

ALAB ASTERA LABS INC COM141.0K shares2632.98%2026-03-312026-05-15

ET ENERGY TRANSFER L P COM UT LTD PTN798.2K shares4.63%2026-03-312026-05-15

TRV TRAVELERS COMPANIES INC COM52.8K shares23.73%2026-03-312026-05-15

IBIT ISHARES BITCOIN TRUST ETF399.9K shares19.48%2026-03-312026-05-15

IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF653.3K shares10.64%2026-03-312026-05-15

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS38.6K shares17.01%2026-03-312026-05-15

INFL HORIZON KINETICS INFLATION BENEFICIARIES ETF285.7K shares3.61%2026-03-312026-05-15

Sponsored

PAYX PAYCHEX INC COM161.1K shares35.60%2026-03-312026-05-15

ITW ILLINOIS TOOL WKS INC COM56.9K shares9.18%2026-03-312026-05-15

VRT VERTIV HOLDINGS CO COM CL A58.4K shares18.46%2026-03-312026-05-15

BN BROOKFIELD CORP CL A LTD VT SH361.2K shares-20.32%2026-03-312026-05-15

BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF715.3K shares12.81%2026-03-312026-05-15

VBK VANGUARD SMALL-CAP GROWTH ETF48.3K shares0.56%2026-03-312026-05-15

SBUX STARBUCKS CORP COM162.7K shares19.98%2026-03-312026-05-15

KMI KINDER MORGAN INC DEL COM433.4K shares8.84%2026-03-312026-05-15

Sponsored

UTG REAVES UTIL INCOME FD COM SH BEN INT365.9K shares6.61%2026-03-312026-05-15

VRTX VERTEX PHARMACEUTICALS INC COM32.1K shares132.48%2026-03-312026-05-15

SGDM SPROTT GOLD MINERS ETF188.5K shares-3.29%2026-03-312026-05-15

TWLO TWILIO INC CL A110.4K shares-83.64%2026-03-312026-05-15

DVY ISHARES SELECT DIVIDEND ETF91.6K shares2.89%2026-03-312026-05-15

TER TERADYNE INC COM46.7K shares195.27%2026-03-312026-05-15

EQIX EQUINIX INC COM14.0K shares3.04%2026-03-312026-05-15

IUSG ISHARES CORE S&P U.S. GROWTH ETF88.2K shares-0.00%2026-03-312026-05-15

Sponsored

PNW PINNACLE WEST CAP CORP COM135.6K shares-3.77%2026-03-312026-05-15

GNR STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF182.3K shares7.17%2026-03-312026-05-15

MCHP MICROCHIP TECHNOLOGY INC. COM210.3K shares26.35%2026-03-312026-05-15

EXPD EXPEDITORS INTL WASH INC COM94.8K shares15.87%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC COM188.3K shares36.26%2026-03-312026-05-15

WMB WILLIAMS COS INC COM185.9K shares20.82%2026-03-312026-05-15

FTNT FORTINET INC COM164.9K shares137.40%2026-03-312026-05-15

PSI INVESCO SEMICONDUCTORS ETF142.3K shares-19.65%2026-03-312026-05-15

Sponsored

EXEL EXELIXIS INC COM312.3K shares215.14%2026-03-312026-05-15

FDN FIRST TRUST DOW JONES INTERNET INDEX FUND57.2K shares3.86%2026-03-312026-05-15

ROK ROCKWELL AUTOMATION INC COM37.3K shares-2.25%2026-03-312026-05-15

TOTALENERGIES SE ACT TOTALENERGIES SE ACT146.7K shares30.60%2026-03-312026-05-15

TOL TOLL BROTHERS INC COM97.6K shares258.38%2026-03-312026-05-15

RS RELIANCE INC COM43.4K shares560.03%2026-03-312026-05-15

JEF JEFFERIES FINL GROUP INC COM318.8K shares-8.47%2026-03-312026-05-15

ECL ECOLAB INC COM49.4K shares18.61%2026-03-312026-05-15

Sponsored

JCI JOHNSON CTLS INTL PLC SHS100.0K shares7.68%2026-03-312026-05-15

MET METLIFE INC COM184.9K shares207.62%2026-03-312026-05-15

GDXJ VANECK JUNIOR GOLD MINERS ETF108.1K shares0.06%2026-03-312026-05-15

HDV ISHARES CORE HIGH DIVIDEND ETF95.6K shares-1.03%2026-03-312026-05-15

SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF229.2K shares204.75%2026-03-312026-05-15

UPS UNITED PARCEL SVCS INC CL B131.4K shares34.79%2026-03-312026-05-15

CL COLGATE PALMOLIVE CO COM151.2K shares30.95%2026-03-312026-05-15

PH PARKER-HANNIFIN CORP COM14.3K shares66.14%2026-03-312026-05-15

Sponsored

VUSB VANGUARD ULTRA-SHORT BOND ETF256.5K shares-7.98%2026-03-312026-05-15

SYY SYSCO CORP COM178.7K shares7.39%2026-03-312026-05-15

D DOMINION ENERGY INC COM205.8K shares-0.33%2026-03-312026-05-15

RELX RELX PLC SPONSORED ADR382.9K shares-76.61%2026-03-312026-05-15

MAGS ROUNDHILL MAGNIFICENT SEVEN ETF218.7K shares2223.40%2026-03-312026-05-15

SCZ ISHARES MSCI EAFE SMALL-CAP ETF160.2K shares1.54%2026-03-312026-05-15

IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND311.9K shares71.64%2026-03-312026-05-15

ELV ELEVANCE HEALTH INC FORMERLY A COM42.6K shares-1.35%2026-03-312026-05-15

Sponsored

AON PLC SHS CL A AON PLC SHS CL A38.5K shares23.38%2026-03-312026-05-15

UCON FIRST TRUST SMITH UNCONSTRAINED BOND ETF498.9K shares33.40%2026-03-312026-05-15

HP INC COM HP INC COM642.8K shares-16.80%2026-03-312026-05-15

HTD HANCOCK JOHN TAX-ADVANTAGED DI COM493.0K shares6.64%2026-03-312026-05-15

AVAV AEROVIRONMENT INC COM66.5K shares8.66%2026-03-312026-05-15

GHM GRAHAM CORP COM153.7K sharesnew addition2026-03-312026-05-15

NEAR ISHARES SHORT DURATION BOND ACTIVE ETF238.1K shares-1.50%2026-03-312026-05-15

JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF217.1K shares837.02%2026-03-312026-05-15

Sponsored

MDLZ MONDELEZ INTL INC CL A208.8K shares5.07%2026-03-312026-05-15

EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF185.6K shares-32.17%2026-03-312026-05-15

BE BLOOM ENERGY CORP COM CL A88.4K shares0.27%2026-03-312026-05-15

BP BP PLC SPONSORED ADR254.6K shares79.66%2026-03-312026-05-15

QXO QXO INC COM NEW615.7K shares7.38%2026-03-312026-05-15

SHOP SHOPIFY INC CL A SUB VTG SHS100.7K shares33.57%2026-03-312026-05-15

CTVA CORTEVA INC COM142.7K shares49.48%2026-03-312026-05-15

NMIH NMI HLDGS INC COM315.9K shares-6.55%2026-03-312026-05-15

Sponsored

NULG NUVEEN ESG LARGE-CAP GROWTH ETF129.6K shares19.10%2026-03-312026-05-15

STRL STERLING INFRASTRUCTURE INC COM28.8K shares7.14%2026-03-312026-05-15

ARTY ISHARES FUTURE AI & TECH ETF250.2K shares27.06%2026-03-312026-05-15

PFF ISHARES PREFERRED & INCOME SECURITIES ETF382.9K shares33.46%2026-03-312026-05-15

IVV

ISHARES CORE S&P 500 ETF

5.03%

Shares4.3M

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

7.17%

Shares32.3M

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC COM

18.83%

Shares7.8M

Event2026-03-31

Filed2026-05-15

SHY

ISHARES 1-3 YEAR TREASURY BOND ETF

6.83%

Shares19.2M

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION COM

26.68%

Shares8.0M

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD VALUE

4.34%

Shares6.7M

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP COM

20.64%

Shares3.3M

Event2026-03-31

Filed2026-05-15

ALPHABET INC CAP STK CL A

26.68%

Shares3.3M

Event2026-03-31

Filed2026-05-15

IXUS

ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

1.34%

Shares10.9M

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC COM

36.62%

Shares3.7M

Event2026-03-31

Filed2026-05-15

FNDX

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

28.52%

Shares27.5M

Event2026-03-31

Filed2026-05-15

IEI

ISHARES 3-7 YEAR TREASURY BOND ETF

5.63%

Shares6.3M

Event2026-03-31

Filed2026-05-15

VANGUARD SMALL-CAP ETF

7.12%

Shares2.8M

Event2026-03-31

Filed2026-05-15

VANGUARD S&P 500 ETF

-2.82%

Shares1.2M

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES CORE MSCI EMERGING MARKET ETF

5.10%

Shares10.0M

Event2026-03-31

Filed2026-05-15

AGG

ISHARES CORE U.S. AGGREGATE BOND ETF

3.10%

Shares6.2M

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD GROWTH ETF

0.97%

Shares1.3M

Event2026-03-31

Filed2026-05-15

SCHX

SCHWAB U.S. LARGE-CAP ETF

3.39%

Shares20.2M

Event2026-03-31

Filed2026-05-15

SPY

STATE STREET SPDR S&P 500 ETF

-1.12%

Shares788.3K

Event2026-03-31

Filed2026-05-15

IEF

ISHARES 7-10 YEAR TREASURY BOND ETF

-7.18%

Shares5.4M

Event2026-03-31

Filed2026-05-15

BSV

VANGUARD SHORT-TERM BOND ETF

2.31%

Shares6.4M

Event2026-03-31

Filed2026-05-15

BROADCOM INC COM

31.74%

Shares1.6M

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL CL B NEW

20.35%

Shares1.0M

Event2026-03-31

Filed2026-05-15

IWB

ISHARES RUSSELL 1000 ETF

9.86%

Shares1.3M

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC COM

15.02%

Shares1.7M

Event2026-03-31

Filed2026-05-15

JGRO

JPMORGAN ACTIVE GROWTH ETF

9.59%

Shares4.3M

Event2026-03-31

Filed2026-05-15

BIL

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

-1.42%

Shares3.9M

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO COM

35.97%

Shares1.2M

Event2026-03-31

Filed2026-05-15

META

META PLATFORMS INC.

23.59%

Shares598.6K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION COM

13.88%

Shares1.6M

Event2026-03-31

Filed2026-05-15

ALPHABET INC CAP STK CL C

6.96%

Shares1.1M

Event2026-03-31

Filed2026-05-15

MGK

VANGUARD MEGA CAP GROWTH ETF

-18.28%

Shares869.4K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED CL A

7.92%

Shares604.7K

Event2026-03-31

Filed2026-05-15

IGSB

ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

13.38%

Shares5.5M

Event2026-03-31

Filed2026-05-15

VBR

VANGUARD SMALL CAP VALUE ETF

4.36%

Shares1.3M

Event2026-03-31

Filed2026-05-15

JBND

JPMORGAN ACTIVE BOND ETF

11.21%

Shares5.1M

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD DIVIDEND APPRECIATION ETF

2.22%

Shares1.2M

Event2026-03-31

Filed2026-05-15

USFR

WISDOMTREE FLOATING RATE TREASURY FUND

-26.99%

Shares5.3M

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD TOTAL STOCK MARKETS ETF

1.33%

Shares799.5K

Event2026-03-31

Filed2026-05-15

VYMI

VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF

3.60%

Shares2.7M

Event2026-03-31

Filed2026-05-15

GILD

GILEAD SCIENCES INC COM

-8.50%

Shares1.8M

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP COM

-12.45%

Shares1.4M

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TRUST SERIES I

4.74%

Shares456.7K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO COM

-9.61%

Shares1.7M

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC COM

20.02%

Shares3.0M

Event2026-03-31

Filed2026-05-15

MERCK & CO INC COM

10.67%

Shares1.8M

Event2026-03-31

Filed2026-05-15

SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

8.75%

Shares2.2M

Event2026-03-31

Filed2026-05-15

ITOT

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

0.85%

Shares1.5M

Event2026-03-31

Filed2026-05-15

FLXR

TCW FLEXIBLE INCOME ETF

5.43%

Shares5.4M

Event2026-03-31

Filed2026-05-15

ISHARES GOLD TRUST

0.22%

Shares2.4M

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION COM

14.10%

Shares213.0K

Event2026-03-31

Filed2026-05-15

VISA INC COM CL A

5.01%

Shares697.4K

Event2026-03-31

Filed2026-05-15

KROGER CO COM

3.59%

Shares2.9M

Event2026-03-31

Filed2026-05-15

IWF

ISHARES RUSSELL 1000 GROWTH ETF

2.46%

Shares477.9K

Event2026-03-31

Filed2026-05-15

GRMN

GARMIN LTD SHS

3.26%

Shares866.8K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

206.78%

Shares590.6K

Event2026-03-31

Filed2026-05-15

FNDF

SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF

18.96%

Shares4.0M

Event2026-03-31

Filed2026-05-15

PANW

PALO ALTO NETWORKS INC COM

77.64%

Shares1.2M

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON COM

25.77%

Shares791.7K

Event2026-03-31

Filed2026-05-15

SCHI

SCHWAB 5-10 YEAR CORPORATE BOND ETF

8.84%

Shares8.5M

Event2026-03-31

Filed2026-05-15

LAM RESEARCH CORP COM NEW

-9.58%

Shares902.5K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC COM

6.08%

Shares528.6K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO COM

21.97%

Shares202.2K

Event2026-03-31

Filed2026-05-15

LMT

LOCKHEED MARTIN CORP COM

32.73%

Shares300.7K

Event2026-03-31

Filed2026-05-15

WSM

WILLIAMS SONOMA INC COM

7.82%

Shares942.7K

Event2026-03-31

Filed2026-05-15

VRSN

VERISIGN INC COM

3.51%

Shares678.7K

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC COM

156.28%

Shares198.6K

Event2026-03-31

Filed2026-05-15

VEU

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND

-0.45%

Shares2.1M

Event2026-03-31

Filed2026-05-15

CME

CME GROUP INC COM

-4.18%

Shares535.4K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES CORE S&P MID-CAP ETF

-2.20%

Shares2.3M

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC COM

5.58%

Shares1.2M

Event2026-03-31

Filed2026-05-15

LOW

LOWES COS INC COM

4.19%

Shares633.6K

Event2026-03-31

Filed2026-05-15

BAC

BANK OF AMER CORP COM

3.83%

Shares3.0M

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC COM

47.83%

Shares209.3K

Event2026-03-31

Filed2026-05-15

QCOM

QUALCOMM INC COM

-3.60%

Shares1.1M

Event2026-03-31

Filed2026-05-15

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

-6.39%

Shares1.1M

Event2026-03-31

Filed2026-05-15

COCA COLA CO COM

19.84%

Shares1.9M

Event2026-03-31

Filed2026-05-15

HCA

HCA HEALTHCARE INC COM

-0.78%

Shares293.5K

Event2026-03-31

Filed2026-05-15

SUB

ISHARES SHORT-TERM NATIONAL MUNI BOND ETF

3.54%

Shares1.3M

Event2026-03-31

Filed2026-05-15

IBM

INTERNATIONAL BUSINESS MACHS COM

11.74%

Shares564.7K

Event2026-03-31

Filed2026-05-15

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

25.94%

Shares1.8M

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC. COM

24.07%

Shares1.4M

Event2026-03-31

Filed2026-05-15

PHM

PULTE GROUP INC COM

7.36%

Shares1.2M

Event2026-03-31

Filed2026-05-15

MUB

ISHARES NATIONAL MUNI BOND ETF

4.44%

Shares1.3M

Event2026-03-31

Filed2026-05-15

AFL

AFLAC INC COM

3.86%

Shares1.2M

Event2026-03-31

Filed2026-05-15

BLUEROCK TOTAL INCOME REAL ESTATE FUND CLASS I

0.66%

Shares7.9M

Event2026-03-31

Filed2026-05-15

UGI

UGI CORP NEW COM

10.24%

Shares3.5M

Event2026-03-31

Filed2026-05-15

EFA

ISHARES MSCI EAFE ETF

1.41%

Shares1.3M

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

4.44%

Shares856.6K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC COM

210.87%

Shares1.3M

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES CORE MSCI EAFE ETF

-1.61%

Shares1.4M

Event2026-03-31

Filed2026-05-15

WSO

WATSCO INC COM

-16.55%

Shares330.9K

Event2026-03-31

Filed2026-05-15

CMCSA

COMCAST CORP NEW CL A

-3.04%

Shares4.2M

Event2026-03-31

Filed2026-05-15

BRX

BRIXMOR PPTY GROUP INC COM

1.42%

Shares4.1M

Event2026-03-31

Filed2026-05-15

CGXU

CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF

-1.30%

Shares3.8M

Event2026-03-31

Filed2026-05-15

ORI

OLD REP INTL CORP COM

-13.11%

Shares2.8M

Event2026-03-31

Filed2026-05-15

EOG

EOG RES INC COM

27.13%

Shares780.7K

Event2026-03-31

Filed2026-05-15

GOVT

ISHARES U.S. TREASURY BOND ETF

2.14%

Shares4.9M

Event2026-03-31

Filed2026-05-15

SPIRE INC COM

-1.07%

Shares1.2M

Event2026-03-31

Filed2026-05-15

RMD

RESMED INC COM

1.63%

Shares487.9K

Event2026-03-31

Filed2026-05-15

PWR

QUANTA SVCS INC COM

1593.00%

Shares197.5K

Event2026-03-31

Filed2026-05-15

OZK

BANK OZK LITTLE ROCK ARK COM

120.00%

Shares2.3M

Event2026-03-31

Filed2026-05-15

IJR

ISHARES CORE S&P SMALL-CAP ETF

-0.45%

Shares856.3K

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INC CL A

28.37%

Shares720.2K

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC COM

3.08%

Shares675.1K

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC COM

16.02%

Shares310.5K

Event2026-03-31

Filed2026-05-15

SCHB

SCHWAB US BROAD MKTS ETF

-4.47%

Shares4.0M

Event2026-03-31

Filed2026-05-15

CITIGROUP INC COM NEW

-16.77%

Shares895.5K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD SHARES

0.22%

Shares233.9K

Event2026-03-31

Filed2026-05-15

DFAX

DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF

1.86%

Shares3.0M

Event2026-03-31

Filed2026-05-15

APH

AMPHENOL CORP CL A

-4.86%

Shares789.4K

Event2026-03-31

Filed2026-05-15

CSL

CARLISLE COS INC COM

1.21%

Shares297.2K

Event2026-03-31

Filed2026-05-15

ADP

AUTOMATIC DATA PROCESSING INC COM

357.16%

Shares486.9K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC COM

63.58%

Shares265.8K

Event2026-03-31

Filed2026-05-15

BANK NEW YORK MELLON CORP COM

2.40%

Shares831.6K

Event2026-03-31

Filed2026-05-15

PFE

PFIZER INC COM

6.33%

Shares3.5M

Event2026-03-31

Filed2026-05-15

DOLLAR GEN CORP COM

21.05%

Shares815.6K

Event2026-03-31

Filed2026-05-15

VANGUARD MID-CAP ETF

0.67%

Shares333.5K

Event2026-03-31

Filed2026-05-15

ALSN

ALLISON TRANSMISSION HLDGS INC COM

440.25%

Shares815.7K

Event2026-03-31

Filed2026-05-15

AEP

AMERICAN ELEC PWR CO INC COM

594.43%

Shares721.3K

Event2026-03-31

Filed2026-05-15

IWD

ISHARES RUSSELL 1000 VALUE ETF

5.15%

Shares435.6K

Event2026-03-31

Filed2026-05-15

TOYOTA MOTOR CORP ADS

6.21%

Shares435.5K

Event2026-03-31

Filed2026-05-15

PHYS

SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR

-0.51%

Shares2.5M

Event2026-03-31

Filed2026-05-15

UNILEVER PLC SPON ADR NEW

31.17%

Shares1.5M

Event2026-03-31

Filed2026-05-15

WFC

WELLS FARGO & CO COM

17.11%

Shares1.1M

Event2026-03-31

Filed2026-05-15

AT&T INC COM

15.73%

Shares3.0M

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP COM

34.52%

Shares277.4K

Event2026-03-31

Filed2026-05-15

MTUM

ISHARES MSCI USA MOMENTUM FACTOR ETF

59.02%

Shares358.6K

Event2026-03-31

Filed2026-05-15

AMP

AMERIPRISE FINL INC COM

1.37%

Shares193.0K

Event2026-03-31

Filed2026-05-15

FERGUSON ENTERPRISES INC COMMON STOCK NEW

65.75%

Shares366.0K

Event2026-03-31

Filed2026-05-15

JPLD

JPMORGAN LIMITED DURATION BOND ETF

5335.77%

Shares1.6M

Event2026-03-31

Filed2026-05-15

UNP

UNION PAC CORP COM

67.29%

Shares347.9K

Event2026-03-31

Filed2026-05-15

IWM

ISHARES RUSSELL 2000 ETF

0.76%

Shares334.4K

Event2026-03-31

Filed2026-05-15

UBS

UBS GROUP AG SHS

-0.05%

Shares2.1M

Event2026-03-31

Filed2026-05-15

ASML

ASML HLDG NV N Y REGISTRY SHS

181.05%

Shares60.5K

Event2026-03-31

Filed2026-05-15

XLI

STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF

27.03%

Shares479.9K

Event2026-03-31

Filed2026-05-15

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

-0.32%

Shares402.4K

Event2026-03-31

Filed2026-05-15

SMG

SCOTTS MIRACLE-GRO CO CL A

9.22%

Shares1.3M

Event2026-03-31

Filed2026-05-15

VANGUARD LARGE-CAP ETF

2.56%

Shares253.5K

Event2026-03-31

Filed2026-05-15

ISHARES SECURITIZED INCOME ACTIVE ETF

New

Shares1.5M

Event2026-03-31

Filed2026-05-15

WPC

WP CAREY INC COM

6.29%

Shares1.1M

Event2026-03-31

Filed2026-05-15

COKE

COCA COLA CONS INC COM

3693.69%

Shares370.1K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD EMERGING MARKET STOCK ETF

2.02%

Shares1.3M

Event2026-03-31

Filed2026-05-15

JCPB

JPMORGAN CORE PLUS BOND ETF

11.47%

Shares1.5M

Event2026-03-31

Filed2026-05-15

AME

AMETEK INC COM

20.79%

Shares324.4K

Event2026-03-31

Filed2026-05-15

THE CIGNA GROUP COM

257.64%

Shares259.9K

Event2026-03-31

Filed2026-05-15

DVN

DEVON ENERGY CORP NEW COM

-2.42%

Shares1.4M

Event2026-03-31

Filed2026-05-15

CGUS

CAPITAL GROUP CORE EQUITY ETF

1.24%

Shares1.8M

Event2026-03-31

Filed2026-05-15

SHW

SHERWIN WILLIAMS CO COM

-7.02%

Shares213.4K

Event2026-03-31

Filed2026-05-15

VXF

VANGUARD EXTENDED MARKET ETF

4.00%

Shares329.6K

Event2026-03-31

Filed2026-05-15

TJX

TJX COS INC NEW COM

-5.78%

Shares421.4K

Event2026-03-31

Filed2026-05-15

DGRW

WISDOMTREE US QUALITY DIVIDEND GROWTH FUND

-0.09%

Shares761.8K

Event2026-03-31

Filed2026-05-15

USMV

ISHARES MSCI USA MIN VOL FACTOR ETF

-2.79%

Shares715.4K

Event2026-03-31

Filed2026-05-15

PNC

PNC FINL SVCS GROUP INC COM

184.85%

Shares322.4K

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC COM

109.41%

Shares1.3M

Event2026-03-31

Filed2026-05-15

ORLY

OREILLY AUTOMOTIVE INC COM

18.61%

Shares716.0K

Event2026-03-31

Filed2026-05-15

ISRG

INTUITIVE SURGICAL INC COM NEW

314.81%

Shares143.3K

Event2026-03-31

Filed2026-05-15

CPRT

COPART INC COM

-14.88%

Shares2.0M

Event2026-03-31

Filed2026-05-15

DFUS

DIMENSIONAL U.S. EQUITY MARKET ETF

-1.11%

Shares922.0K

Event2026-03-31

Filed2026-05-15

RTX

RTX CORPORATION COM

10.72%

Shares336.1K

Event2026-03-31

Filed2026-05-15

DUKE ENERGY CORP NEW COM NEW

6.02%

Shares490.3K

Event2026-03-31

Filed2026-05-15

JMUB

JPMORGAN MUNICIPAL ETF

5.70%

Shares1.3M

Event2026-03-31

Filed2026-05-15

MCO

MOODYS CORP COM

27.14%

Shares145.3K

Event2026-03-31

Filed2026-05-15

BROADRIDGE FINL SOLUTIONS INC COM

-5.07%

Shares387.6K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC COM

91.80%

Shares232.2K

Event2026-03-31

Filed2026-05-15

AXP

AMERICAN EXPRESS CO COM

-8.02%

Shares205.2K

Event2026-03-31

Filed2026-05-15

FCX

FREEPORT MCMORAN INC CL B

49.08%

Shares1.0M

Event2026-03-31

Filed2026-05-15

CRM

SALESFORCE INC COM

154.43%

Shares327.6K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP COM

11.05%

Shares415.6K

Event2026-03-31

Filed2026-05-15

FICO

FAIR ISAAC CORP COM

-20.23%

Shares56.8K

Event2026-03-31

Filed2026-05-15

IWV

ISHARES RUSSELL 3000 ETF

-34.81%

Shares163.6K

Event2026-03-31

Filed2026-05-15

GSIE

GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF

7.19%

Shares1.4M

Event2026-03-31

Filed2026-05-15

KLAC

KLA CORP COM NEW

133.98%

Shares39.9K

Event2026-03-31

Filed2026-05-15

ACWX

ISHARES MSCI ACWI EX U.S. ETF

-3.80%

Shares857.0K

Event2026-03-31

Filed2026-05-15

NTR

NUTRIEN LTD COM

0.97%

Shares777.4K

Event2026-03-31

Filed2026-05-15

JVAL

JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND

1.19%

Shares1.2M

Event2026-03-31

Filed2026-05-15

SMMU

PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF

10.56%

Shares1.2M

Event2026-03-31

Filed2026-05-15

VONG

VANGUARD RUSSELL 1000 GROWTH ETF

1.86%

Shares588.7K

Event2026-03-31

Filed2026-05-15

DIA

STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

-25.71%

Shares124.1K

Event2026-03-31

Filed2026-05-15

ICE

INTERCONTINENTAL EXCHANGE INC COM

261.24%

Shares362.0K

Event2026-03-31

Filed2026-05-15

IDEV

ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF

1.96%

Shares679.5K

Event2026-03-31

Filed2026-05-15

IVW

ISHARES S&P 500 GROWTH ETF

2.07%

Shares489.3K

Event2026-03-31

Filed2026-05-15

EATON CORP PLC SHS

133.24%

Shares154.6K

Event2026-03-31

Filed2026-05-15

XLF

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

-26.00%

Shares1.1M

Event2026-03-31

Filed2026-05-15

IYW

ISHARES U.S. TECHNOLOGY ETF

-0.98%

Shares302.7K

Event2026-03-31

Filed2026-05-15

AMD

ADVANCED MICRO DEVICES INC COM

163.24%

Shares269.6K

Event2026-03-31

Filed2026-05-15

BRK.A

BERKSHIRE HATHAWAY INC DEL CL A

4.11%

Shares76

Event2026-03-31

Filed2026-05-15

CRH PLC ORD

4.05%

Shares515.6K

Event2026-03-31

Filed2026-05-15

MEAR

ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF

-27.05%

Shares1.1M

Event2026-03-31

Filed2026-05-15

JPST

JPMORGAN ULTRA-SHORT INCOME ETF

-10.19%

Shares1.1M

Event2026-03-31

Filed2026-05-15

BILZ

PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND

-26.44%

Shares526.3K

Event2026-03-31

Filed2026-05-15

VICI

VICI PPTYS INC COM

18.36%

Shares1.9M

Event2026-03-31

Filed2026-05-15

DHR

DANAHER CORP DEL COM

3.80%

Shares278.9K

Event2026-03-31

Filed2026-05-15

CGGR

CAPITAL GROUP GROWTH ETF

10.23%

Shares1.3M

Event2026-03-31

Filed2026-05-15

ALTRIA GROUP INC COM

10.47%

Shares795.5K

Event2026-03-31

Filed2026-05-15

JMTG

JPMORGAN MORTGAGE-BACKED SECURITIES ETF

3.09%

Shares1.0M

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB US DIVIDEND EQUITY ETF

3.22%

Shares1.7M

Event2026-03-31

Filed2026-05-15

HON

HONEYWELL INTL INC COM

16.86%

Shares224.4K

Event2026-03-31

Filed2026-05-15

CRWD

CROWDSTRIKE HLDGS INC CL A

91.05%

Shares129.7K

Event2026-03-31

Filed2026-05-15

UMBF

UMB FINL CORP COM

-2.84%

Shares446.4K

Event2026-03-31

Filed2026-05-15

BOND

PIMCO ACTIVE BOND EXCHANGE-TRADED FUND

134.84%

Shares540.8K

Event2026-03-31

Filed2026-05-15

EEM

ISHARES MSCI EMERGING MARKETS ETF

114.70%

Shares870.4K

Event2026-03-31

Filed2026-05-15

MKL

MARKEL GROUP INC COM

4.11%

Shares25.8K

Event2026-03-31

Filed2026-05-15

PYLD

PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND

-6.93%

Shares1.8M

Event2026-03-31

Filed2026-05-15

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

1.24%

Shares687.9K

Event2026-03-31

Filed2026-05-15

STERIS PLC SHS USD

4.13%

Shares210.7K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES COM

-1.72%

Shares451.8K

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC COM

8.46%

Shares94.1K

Event2026-03-31

Filed2026-05-15

MGC

VANGUARD MEGA CAP ETF

-8.49%

Shares192.3K

Event2026-03-31

Filed2026-05-15

VGIT

VANGUARD INTERMEDIATE-TERM TREASURY ETF

6.72%

Shares763.0K

Event2026-03-31

Filed2026-05-15

FDX

FEDEX CORP COM

1.90%

Shares127.0K

Event2026-03-31

Filed2026-05-15

GEV

GE VERNOVA INC COM

75.79%

Shares50.5K

Event2026-03-31

Filed2026-05-15

CGCP

CAPITAL GROUP CORE PLUS INCOME ETF

18.17%

Shares2.0M

Event2026-03-31

Filed2026-05-15

ARISTA NETWORKS INC COM SHS

102.32%

Shares355.3K

Event2026-03-31

Filed2026-05-15

LII

LENNOX INTL INC COM

0.00%

Shares93.9K

Event2026-03-31

Filed2026-05-15

BAH

BOOZ ALLEN HAMILTON HLDG CORP CL A

2.50%

Shares557.6K

Event2026-03-31

Filed2026-05-15

EFG

ISHARES MSCI EAFE GROWTH ETF

47.82%

Shares390.4K

Event2026-03-31

Filed2026-05-15

SCHM

SCHWAB U.S. MID-CAP ETF

-0.64%

Shares1.4M

Event2026-03-31

Filed2026-05-15

AMT

AMERICAN TOWER CORP COM

12.56%

Shares248.5K

Event2026-03-31

Filed2026-05-15

IGF

ISHARES GLOBAL INFRASTRUCTURE ETF

-14.20%

Shares628.2K

Event2026-03-31

Filed2026-05-15

MDY

STATE STREET SPDR S&P MIDCAP 400 ETF TRUST

-0.19%

Shares67.9K

Event2026-03-31

Filed2026-05-15

VIGI

VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF

17.84%

Shares471.5K

Event2026-03-31

Filed2026-05-15

PHILIP MORRIS INTL INC COM

15.11%

Shares251.7K

Event2026-03-31

Filed2026-05-15

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

-3.85%

Shares1.4M

Event2026-03-31

Filed2026-05-15

BMY

BRISTOL-MYERS SQUIBB CO COM

24.88%

Shares676.4K

Event2026-03-31

Filed2026-05-15

DEERE & CO COM

-7.78%

Shares72.4K

Event2026-03-31

Filed2026-05-15

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

84.25%

Shares58.3K

Event2026-03-31

Filed2026-05-15

INTU

INTUIT COM

12.79%

Shares93.2K

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRS INC COM

96.95%

Shares207.5K

Event2026-03-31

Filed2026-05-15

CGDV

CAPITAL GROUP DIVIDEND VALUE ETF

-0.94%

Shares932.8K

Event2026-03-31

Filed2026-05-15

AGM

FEDERAL AGRIC MTG CORP CL C

-25.81%

Shares266.3K

Event2026-03-31

Filed2026-05-15

CGCB

CAPITAL GROUP CORE BOND ETF

98.60%

Shares1.5M

Event2026-03-31

Filed2026-05-15

MCK

MCKESSON CORP COM

5.49%

Shares44.8K

Event2026-03-31

Filed2026-05-15

INVESCO S&P 500 EQUAL WEIGHT ETF

17.94%

Shares198.6K

Event2026-03-31

Filed2026-05-15

XLC

STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF

-3.81%

Shares339.4K

Event2026-03-31

Filed2026-05-15

IJK

ISHARES S&P MID-CAP 400 GROWTH ETF

-3.51%

Shares372.5K

Event2026-03-31

Filed2026-05-15

IBDR

ISHARES IBONDS DEC 2026 TERM CORPORATE ETF

-47.07%

Shares1.5M

Event2026-03-31

Filed2026-05-15

MTD

METTLER TOLEDO INTERNATIONAL COM

-3.69%

Shares29.5K

Event2026-03-31

Filed2026-05-15

VNQ

VANGUARD REAL ESTATE ETF

54.11%

Shares417.1K

Event2026-03-31

Filed2026-05-15

BKGI

BNY MELLON GLOBAL INFRASTRUCTURE INCOME ETF

New

Shares828.0K

Event2026-03-31

Filed2026-05-15

TIGO

MILLICOM INTL CELLULAR S A COM STK

New

Shares483.2K

Event2026-03-31

Filed2026-05-15

HEI.A

HEICO CORP NEW CL A

-2.96%

Shares170.1K

Event2026-03-31

Filed2026-05-15

COP

CONOCOPHILLIPS COM

-2.20%

Shares271.0K

Event2026-03-31

Filed2026-05-15

NXST

NEXSTAR MEDIA GROUP INC COMMON STOCK

-3.02%

Shares197.5K

Event2026-03-31

Filed2026-05-15

MANH

MANHATTAN ASSOCIATES INC COM

-9.49%

Shares267.2K

Event2026-03-31

Filed2026-05-15

EMXC

ISHARES MSCI EMERGING MARKETS EX CHINA ETF

0.16%

Shares451.1K

Event2026-03-31

Filed2026-05-15

IBDS

ISHARES IBONDS DEC 2027 TERM CORPORATE ETF

6.99%

Shares1.5M

Event2026-03-31

Filed2026-05-15

EFV

ISHARES MSCI EAFE VALUE ETF

1.31%

Shares474.0K

Event2026-03-31

Filed2026-05-15

EMR

EMERSON ELEC CO COM

8.58%

Shares266.9K

Event2026-03-31

Filed2026-05-15

AMAT

APPLIED MATLS INC COM

28.98%

Shares102.1K

Event2026-03-31

Filed2026-05-15

SCHW

SCHWAB CHARLES CORP COM

12.18%

Shares370.7K

Event2026-03-31

Filed2026-05-15

IWR

ISHARES RUSSELL MIDCAP ETF

-0.78%

Shares357.0K

Event2026-03-31

Filed2026-05-15

GE AEROSPACE COM NEW

16.78%

Shares120.4K

Event2026-03-31

Filed2026-05-15

MICRON TECHNOLOGY INC COM

19.75%

Shares100.3K

Event2026-03-31

Filed2026-05-15

SCHV

SCHWAB U.S. LARGE-CAP VALUE ETF

69.29%

Shares1.1M

Event2026-03-31

Filed2026-05-15

FSV

FIRSTSERVICE CORP NEW COM

-5.02%

Shares239.5K

Event2026-03-31

Filed2026-05-15

TFC

TRUIST FINL CORP COM

-1.78%

Shares721.7K

Event2026-03-31

Filed2026-05-15

CGGO

CAPITAL GROUP GLOBAL GROWTH EQUITY ETF

4.40%

Shares987.3K

Event2026-03-31

Filed2026-05-15

VCIT

VANGUARD INTERMEDIATE-TERM CORP BD ETF

125.34%

Shares396.0K

Event2026-03-31

Filed2026-05-15

CGMM

CAPITAL GROUP U.S. SMALL AND MID CAP ETF

7.45%

Shares1.1M

Event2026-03-31

Filed2026-05-15

RSPT

INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF

-0.92%

Shares719.8K

Event2026-03-31

Filed2026-05-15

TMSL

T. ROWE PRICE SMALL-MID CAP ETF

3.25%

Shares887.0K

Event2026-03-31

Filed2026-05-15

VLO

VALERO ENERGY CORP COM

-0.62%

Shares131.2K

Event2026-03-31

Filed2026-05-15

XLE

STATE STREET ENERGY SELECT SECTOR SPDR ETF

103.87%

Shares526.7K

Event2026-03-31

Filed2026-05-15

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

-1.10%

Shares830.1K

Event2026-03-31

Filed2026-05-15

SCHA

SCHWAB U.S. SMALL-CAP ETF

2.04%

Shares1.1M

Event2026-03-31

Filed2026-05-15

CMI

CUMMINS INC COM

-3.73%

Shares59.7K

Event2026-03-31

Filed2026-05-15

BND

VANGUARD TOTAL BOND MARKET ETF

14.85%

Shares433.8K

Event2026-03-31

Filed2026-05-15

VONV

VANGUARD RUSSELL 1000 VALUE ETF

10.62%

Shares340.0K

Event2026-03-31

Filed2026-05-15

VPU

VANGUARD UTILITIES ETF

-29.28%

Shares160.6K

Event2026-03-31

Filed2026-05-15

VMC

VULCAN MATLS CO COM

287.71%

Shares116.7K

Event2026-03-31

Filed2026-05-15

DLR

DIGITAL RLTY TR INC COM

124.25%

Shares175.2K

Event2026-03-31

Filed2026-05-15

LQD

ISHARES GS CORP BONDS

340.89%

Shares289.0K

Event2026-03-31

Filed2026-05-15

USIG

ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF

5.97%

Shares614.8K

Event2026-03-31

Filed2026-05-15

CACI

CACI INTL INC CL A

0.64%

Shares56.9K

Event2026-03-31

Filed2026-05-15

BIV

VANGUARD INTERMEDIATE-TERM BOND ETF

0.28%

Shares399.2K

Event2026-03-31

Filed2026-05-15

IJT

ISHARES S&P SMALL-CAP 600 GROWTH ETF

8.58%

Shares209.1K

Event2026-03-31

Filed2026-05-15

DIS

DISNEY WALT CO COM

9.43%

Shares319.0K

Event2026-03-31

Filed2026-05-15

NSC

NORFOLK SOUTHN CORP COM

3.47%

Shares104.5K

Event2026-03-31

Filed2026-05-15

CHUBB LTD SWITZ COM

8.46%

Shares91.8K

Event2026-03-31

Filed2026-05-15

WASTE MGMT INC DEL COM

0.01%

Shares130.0K

Event2026-03-31

Filed2026-05-15

REGN

REGENERON PHARMACEUTICALS COM

81.79%

Shares38.5K

Event2026-03-31

Filed2026-05-15

VCSH

VANGUARD SHORT-TERM CORPORATE BOND ETF

13.58%

Shares374.9K

Event2026-03-31

Filed2026-05-15

JPUS

JPMORGAN DIVERSIFIED RETURN USE EQUITY

1.44%

Shares228.1K

Event2026-03-31

Filed2026-05-15

SOUTHERN CO COM

8.56%

Shares306.6K

Event2026-03-31

Filed2026-05-15

CNX

CNX RES CORP COM

4888.23%

Shares766.4K

Event2026-03-31

Filed2026-05-15

COWZ

PACER US CASH COWS 100 ETF

-5.17%

Shares469.1K

Event2026-03-31

Filed2026-05-15

TOTL

STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF

56.71%

Shares738.5K

Event2026-03-31

Filed2026-05-15

SCHF

SCHWAB INT'L EQ ETF

0.65%

Shares1.2M

Event2026-03-31

Filed2026-05-15

MORGAN STANLEY COM NEW

3.98%

Shares176.1K

Event2026-03-31

Filed2026-05-15

BRO

BROWN & BROWN INC COM

-8.74%

Shares442.7K

Event2026-03-31

Filed2026-05-15

ROST

ROSS STORES INC COM

95.96%

Shares132.5K

Event2026-03-31

Filed2026-05-15

GSLC

TR ACTIVEBETA US LARGE CAP EQUITY ETF

1.05%

Shares227.6K

Event2026-03-31

Filed2026-05-15

ALERIAN MLP ETF

21.78%

Shares538.2K

Event2026-03-31

Filed2026-05-15

LINDE PLC SHS

21.02%

Shares56.6K

Event2026-03-31

Filed2026-05-15

PSX

PHILLIPS 66 COM

-1.23%

Shares151.9K

Event2026-03-31

Filed2026-05-15

CVS

CVS HEALTH CORP COM

4.03%

Shares384.7K

Event2026-03-31

Filed2026-05-15

IVE

ISHARES S&P 500 VALUE

0.93%

Shares130.7K

Event2026-03-31

Filed2026-05-15

ALL

ALLSTATE CORP COM

1.93%

Shares132.2K

Event2026-03-31

Filed2026-05-15

MPC

MARATHON PETE CORP COM

4.70%

Shares110.8K

Event2026-03-31

Filed2026-05-15

WAT

WATERS CORP COM

5.79%

Shares90.8K

Event2026-03-31

Filed2026-05-15

BKNG

BOOKING HOLDINGS INC COM

108.41%

Shares6.2K

Event2026-03-31

Filed2026-05-15

FAST

FASTENAL CO COM

0.80%

Shares561.1K

Event2026-03-31

Filed2026-05-15

DGS

WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND

7.61%

Shares430.8K

Event2026-03-31

Filed2026-05-15

DFAS

DIMENSIONAL U.S. SMALL CAP ETF

1.73%

Shares362.1K

Event2026-03-31

Filed2026-05-15

TRGP

TARGA RES CORP COM

0.87%

Shares102.6K

Event2026-03-31

Filed2026-05-15

ZTS

ZOETIS INC CL A

10.31%

Shares216.3K

Event2026-03-31

Filed2026-05-15

SYK

STRYKER CORPORATION COM

19.69%

Shares76.5K

Event2026-03-31

Filed2026-05-15

IBDT

ISHARES IBONDS DEC 2028 TERM CORPORATE ETF

13.81%

Shares989.4K

Event2026-03-31

Filed2026-05-15

IWO

ISHARES RUSSELL 2000 GROWTH ETF

0.35%

Shares79.5K

Event2026-03-31

Filed2026-05-15

OEF

ISHARES S&P 100 ETF

-0.96%

Shares78.4K

Event2026-03-31

Filed2026-05-15

ADBE

ADOBE INC COM

35.55%

Shares102.5K

Event2026-03-31

Filed2026-05-15

ZALT

INNOVATOR U.S. EQUITY 10 BUFFER ETF - QUARTERLY

-11.66%

Shares762.9K

Event2026-03-31

Filed2026-05-15

NVS

NOVARTIS AG SPONSORED ADR

-0.15%

Shares161.0K

Event2026-03-31

Filed2026-05-15

AYI

ACUITY INC COM

-19.83%

Shares87.3K

Event2026-03-31

Filed2026-05-15

XLU

STATE STREET UTILITIES SELECT SECTOR SPDR ETF

4.82%

Shares531.2K

Event2026-03-31

Filed2026-05-15

CTRA

COTERRA ENERGY INC COM

-0.93%

Shares693.2K

Event2026-03-31

Filed2026-05-15

XLV

STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF

3.94%

Shares165.9K

Event2026-03-31

Filed2026-05-15

FIX

COMFORT SYS USA INC COM

24.10%

Shares17.5K

Event2026-03-31

Filed2026-05-15

GLW

CORNING INC COM

15.64%

Shares177.1K

Event2026-03-31

Filed2026-05-15

TSPA

T. ROWE PRICE U.S. EQUITY RESEARCH ETF

0.52%

Shares588.4K

Event2026-03-31

Filed2026-05-15

BLACKSTONE INC COM

14.20%

Shares208.6K

Event2026-03-31

Filed2026-05-15

SLV

ISHARES SILVER TRUST

-5.04%

Shares351.6K

Event2026-03-31

Filed2026-05-15

SPOT

SPOTIFY TECHNOLOGY S A SHS

21.66%

Shares49.4K

Event2026-03-31

Filed2026-05-15

MMM

3M CO COM

3.65%

Shares162.4K

Event2026-03-31

Filed2026-05-15

MSCI

MSCI INC COM

-1.99%

Shares43.1K

Event2026-03-31

Filed2026-05-15

SOXX

ISHARES SEMICONDUCTOR ETF

785.27%

Shares70.2K

Event2026-03-31

Filed2026-05-15

GRID

FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX

2.66%

Shares140.0K

Event2026-03-31

Filed2026-05-15

VRSK

VERISK ANALYTICS INC COM

5.98%

Shares120.6K

Event2026-03-31

Filed2026-05-15

VOE

VANGUARD CRSP US MID CAP VALUE INDE ETF

0.16%

Shares123.4K

Event2026-03-31

Filed2026-05-15

EPD

ENTERPRISE PRODS PARTNERS L P COM

3.18%

Shares600.2K

Event2026-03-31

Filed2026-05-15

MLM

MARTIN MARIETTA MATLS INC COM

15.76%

Shares38.6K

Event2026-03-31

Filed2026-05-15

VHT

VANGUARD HEALTH CARE ETF

2.23%

Shares83.2K

Event2026-03-31

Filed2026-05-15

CGNG

CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF

13.48%

Shares715.2K

Event2026-03-31

Filed2026-05-15

NEM

NEWMONT CORP COM

0.80%

Shares204.1K

Event2026-03-31

Filed2026-05-15

JEPI

JPMORGAN EQUITY PREMIUM INCOME ETF

12.19%

Shares387.2K

Event2026-03-31

Filed2026-05-15

TMUS

T-MOBILE US INC COM

-42.59%

Shares103.7K

Event2026-03-31

Filed2026-05-15

IRM

IRON MTN INC DEL COM

-17.03%

Shares211.7K

Event2026-03-31

Filed2026-05-15

APD

AIR PRODUCTS AND CHEMICALS INC COM

-56.67%

Shares74.1K

Event2026-03-31

Filed2026-05-15

IFRA

ISHARES U.S. INFRASTRUCTURE ETF

-2.55%

Shares374.2K

Event2026-03-31

Filed2026-05-15

MEDP

MEDPACE HLDGS INC COM

-1.75%

Shares44.6K

Event2026-03-31

Filed2026-05-15

RSG

REPUBLIC SVCS INC COM

4.63%

Shares97.6K

Event2026-03-31

Filed2026-05-15

SDY

STATE STREET SPDR S&P DIVIDEND ETF

7.10%

Shares145.6K

Event2026-03-31

Filed2026-05-15

DSI

ISHARES ESG MSCI KLD 400 ETF

-3.00%

Shares174.1K

Event2026-03-31

Filed2026-05-15

USB

US BANCORP COM NEW

33.77%

Shares404.6K

Event2026-03-31

Filed2026-05-15

LNG

CHENIERE ENERGY INC COM NEW

153.04%

Shares74.1K

Event2026-03-31

Filed2026-05-15

IWN

ISHARES TR RUSSEL 2000 VALUE

-2.53%

Shares110.5K

Event2026-03-31

Filed2026-05-15

CWI

STATE STREET SPDR MSCI ACWI EX-US ETF

-8.94%

Shares570.6K

Event2026-03-31

Filed2026-05-15

VTEC

VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF

3.21%

Shares209.7K

Event2026-03-31

Filed2026-05-15

TGT

TARGET CORP COM

5.72%

Shares171.2K

Event2026-03-31

Filed2026-05-15

GENERAL DYNAMICS CORP COM

17.41%

Shares60.2K

Event2026-03-31

Filed2026-05-15

AZO

AUTOZONE INC COM

-70.68%

Shares6.0K

Event2026-03-31

Filed2026-05-15

IGV

ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF

175.30%

Shares253.4K

Event2026-03-31

Filed2026-05-15

LHX

L3HARRIS TECHNOLOGIES INC COM

2.05%

Shares58.7K

Event2026-03-31

Filed2026-05-15

CMF

ISHARES CALIFORNIA MUNI BOND ETF

1.44%

Shares356.4K

Event2026-03-31

Filed2026-05-15

COF

CAPITAL ONE FINL CORP COM

19.02%

Shares110.7K

Event2026-03-31

Filed2026-05-15

GVI

ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF

17.41%

Shares188.8K

Event2026-03-31

Filed2026-05-15

NET

CLOUDFLARE INC CL A COM

11.08%

Shares97.2K

Event2026-03-31

Filed2026-05-15

MEDTRONIC PLC SHS

63.66%

Shares231.2K

Event2026-03-31

Filed2026-05-15

ENB

ENBRIDGE INC COM

6.31%

Shares367.7K

Event2026-03-31

Filed2026-05-15

HTRB

HARTFORD TOTAL RETURN BOND ETF

38.20%

Shares586.5K

Event2026-03-31

Filed2026-05-15

ADSK

AUTODESK INC COM

-69.32%

Shares82.5K

Event2026-03-31

Filed2026-05-15

QAI

NYLI HEDGE MULTI-STRATEGY TRACKER ETF

-1.67%

Shares575.1K

Event2026-03-31

Filed2026-05-15

BSCR

INVESCO BULLETSHARES 2027 CORPORATE BOND ETF

0.67%

Shares999.8K

Event2026-03-31

Filed2026-05-15

JMST

JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF

4.42%

Shares382.5K

Event2026-03-31

Filed2026-05-15

BABA

ALIBABA GROUP HLDG LTD SPONSORED ADS

804.72%

Shares155.0K

Event2026-03-31

Filed2026-05-15

BLACKROCK INC COM

12.19%

Shares20.0K

Event2026-03-31

Filed2026-05-15

CURTISS WRIGHT CORP COM

40.03%

Shares28.3K

Event2026-03-31

Filed2026-05-15

NOW

SERVICENOW INC COM

-6.12%

Shares182.2K

Event2026-03-31

Filed2026-05-15

INTC

INTEL CORP COM

-3.81%

Shares433.6K

Event2026-03-31

Filed2026-05-15

EME

EMCOR GROUP INC COM

202.88%

Shares25.9K

Event2026-03-31

Filed2026-05-15

ROL

ROLLINS INC COM

5.19%

Shares355.8K

Event2026-03-31

Filed2026-05-15

APP

APPLOVIN CORP COM CL A

-1.25%

Shares47.7K

Event2026-03-31

Filed2026-05-15

LANDBRIDGE COMPANY LLC CL A

2.45%

Shares274.6K

Event2026-03-31

Filed2026-05-15

PYPL

PAYPAL HLDGS INC COM

228.03%

Shares414.7K

Event2026-03-31

Filed2026-05-15

IWS

ISHARES RUSSELL MIDCAP VALUE INDEX

2.71%

Shares128.7K

Event2026-03-31

Filed2026-05-15

CGSM

CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF

-17.23%

Shares712.5K

Event2026-03-31

Filed2026-05-15

SCHC

SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF

-1.61%

Shares399.8K

Event2026-03-31

Filed2026-05-15

UNM

UNUM GROUP COM

0.41%

Shares255.6K

Event2026-03-31

Filed2026-05-15

ACCENTURE PLC IRELAND SHS CLASS A

-8.27%

Shares94.1K

Event2026-03-31

Filed2026-05-15

MAR

MARRIOTT INTL INC NEW CL A

2.01%

Shares57.0K

Event2026-03-31

Filed2026-05-15

KKR & CO INC COM

14.18%

Shares199.8K

Event2026-03-31

Filed2026-05-15

ROP

ROPER TECHNOLOGIES INC COM

-7.95%

Shares52.2K

Event2026-03-31

Filed2026-05-15

FENI

FIDELITY ENHANCED INTERNATIONAL ETF

9.44%

Shares492.1K

Event2026-03-31

Filed2026-05-15

DGX

QUEST DIAGNOSTICS INC COM

268.44%

Shares93.3K

Event2026-03-31

Filed2026-05-15

OMFL

INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF

-1.20%

Shares303.5K

Event2026-03-31

Filed2026-05-15

SPGI

S&P GLOBAL INC COM

31.59%

Shares42.9K

Event2026-03-31

Filed2026-05-15

VTEB

VANGUARD TAX-EXEMPT BOND ETF

0.35%

Shares364.8K

Event2026-03-31

Filed2026-05-15

INVESCO RAFI US 1000 ETF

0.71%

Shares492.3K

Event2026-03-31

Filed2026-05-15

IDXX

IDEXX LABS INC COM

9.19%

Shares32.1K

Event2026-03-31

Filed2026-05-15

NOC

NORTHROP GRUMMAN CORP COM

3.06%

Shares26.1K

Event2026-03-31

Filed2026-05-15

CSX

CSX CORP COM

1.95%

Shares431.6K

Event2026-03-31

Filed2026-05-15

FSBC

FIVE STAR BANCORP COM

-9.07%

Shares467.0K

Event2026-03-31

Filed2026-05-15

BOEING CO COM

20.20%

Shares88.2K

Event2026-03-31

Filed2026-05-15

DFIV

DIMENSIONAL INTERNATIONAL VALUE ETF

-0.64%

Shares331.3K

Event2026-03-31

Filed2026-05-15

BNL

BROADSTONE NET LEASE INC COM

-2.09%

Shares953.1K

Event2026-03-31

Filed2026-05-15

GDX

VANECK GOLD MINERS ETF

-5.15%

Shares189.3K

Event2026-03-31

Filed2026-05-15

CNI

CANADIAN NATL RY CO COM

2.29%

Shares169.0K

Event2026-03-31

Filed2026-05-15

DFAI

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

-0.09%

Shares443.6K

Event2026-03-31

Filed2026-05-15

SLB

SLB LIMITED COM STK

93.46%

Shares336.0K

Event2026-03-31

Filed2026-05-15

URI

UNITED RENTALS INC COM

-1.99%

Shares23.7K

Event2026-03-31

Filed2026-05-15

MSTR

STRATEGY INC CL A NEW

1451.22%

Shares138.1K

Event2026-03-31

Filed2026-05-15

SPYM

STATE STREET SPDR PORTFOLIO S&P 500 ETF

13.15%

Shares223.9K

Event2026-03-31

Filed2026-05-15

ADI

ANALOG DEVICES INC COM

40.10%

Shares53.9K

Event2026-03-31

Filed2026-05-15

ACWI

ISHARES MSCI ACWI ETF

0.50%

Shares123.3K

Event2026-03-31

Filed2026-05-15

FLOT

ISHARES FLOATING RATE BOND ETF

10.75%

Shares334.7K

Event2026-03-31

Filed2026-05-15

WELL

WELLTOWER INC COM

4.80%

Shares85.9K

Event2026-03-31

Filed2026-05-15

RODM

HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF

-3.45%

Shares430.6K

Event2026-03-31

Filed2026-05-15

SHEL

SHELL PLC SPON ADS

1.01%

Shares182.5K

Event2026-03-31

Filed2026-05-15

ROYAL BK CDA COM

3.37%

Shares104.7K

Event2026-03-31

Filed2026-05-15

TXT

TEXTRON INC COM

-0.99%

Shares190.5K

Event2026-03-31

Filed2026-05-15

MARVELL TECHNOLOGY INC COM

282.20%

Shares166.7K

Event2026-03-31

Filed2026-05-15

YUM

YUM BRANDS INC COM

-1.48%

Shares105.3K

Event2026-03-31

Filed2026-05-15

NUE

NUCOR CORP COM

-0.74%

Shares96.6K

Event2026-03-31

Filed2026-05-15

USRT

ISHARES CORE U.S. REIT ETF

12.04%

Shares273.6K

Event2026-03-31

Filed2026-05-15

CTSH

COGNIZANT TECHNOLOGY SOLUTIONS CL A

594.90%

Shares261.8K

Event2026-03-31

Filed2026-05-15

CBRE

CBRE GROUP INC CL A

30.41%

Shares118.2K

Event2026-03-31

Filed2026-05-15

JKHY

HENRY JACK & ASSOC INC COM

-1.05%

Shares101.2K

Event2026-03-31

Filed2026-05-15

WRB

BERKLEY W R CORP COM

-74.60%

Shares240.9K

Event2026-03-31

Filed2026-05-15

CTAS

CINTAS CORP COM

2.38%

Shares93.7K

Event2026-03-31

Filed2026-05-15

ETR

ENTERGY CORP NEW COM

100.65%

Shares139.1K

Event2026-03-31

Filed2026-05-15

ASTRAZENECA PLC ORD

-44.50%

Shares79.0K

Event2026-03-31

Filed2026-05-15

IWP

ISHARES RUSSELL MID-CAP GROWTH ETF

4.05%

Shares121.0K

Event2026-03-31

Filed2026-05-15

SPYG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

119.65%

Shares157.9K

Event2026-03-31

Filed2026-05-15

HSBC

HSBC HLDGS PLC SPON ADR NEW

695.19%

Shares187.4K

Event2026-03-31

Filed2026-05-15

ALAB

ASTERA LABS INC COM

2632.98%

Shares141.0K

Event2026-03-31

Filed2026-05-15

ENERGY TRANSFER L P COM UT LTD PTN

4.63%

Shares798.2K

Event2026-03-31

Filed2026-05-15

TRV

TRAVELERS COMPANIES INC COM

23.73%

Shares52.8K

Event2026-03-31

Filed2026-05-15

IBIT

ISHARES BITCOIN TRUST ETF

19.48%

Shares399.9K

Event2026-03-31

Filed2026-05-15

IBDU

ISHARES IBONDS DEC 2029 TERM CORPORATE ETF

10.64%

Shares653.3K

Event2026-03-31

Filed2026-05-15

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS

17.01%

Shares38.6K

Event2026-03-31

Filed2026-05-15

INFL

HORIZON KINETICS INFLATION BENEFICIARIES ETF

3.61%

Shares285.7K

Event2026-03-31

Filed2026-05-15

PAYX

PAYCHEX INC COM

35.60%

Shares161.1K

Event2026-03-31

Filed2026-05-15

ITW

ILLINOIS TOOL WKS INC COM

9.18%

Shares56.9K

Event2026-03-31

Filed2026-05-15

VRT

VERTIV HOLDINGS CO COM CL A

18.46%

Shares58.4K

Event2026-03-31

Filed2026-05-15

BROOKFIELD CORP CL A LTD VT SH

-20.32%

Shares361.2K

Event2026-03-31

Filed2026-05-15

BSCS

INVESCO BULLETSHARES 2028 CORPORATE BOND ETF

12.81%

Shares715.3K

Event2026-03-31

Filed2026-05-15

VBK

VANGUARD SMALL-CAP GROWTH ETF

0.56%

Shares48.3K

Event2026-03-31

Filed2026-05-15

SBUX

STARBUCKS CORP COM

19.98%

Shares162.7K

Event2026-03-31

Filed2026-05-15

KMI

KINDER MORGAN INC DEL COM

8.84%

Shares433.4K

Event2026-03-31

Filed2026-05-15

UTG

REAVES UTIL INCOME FD COM SH BEN INT

6.61%

Shares365.9K

Event2026-03-31

Filed2026-05-15

VRTX

VERTEX PHARMACEUTICALS INC COM

132.48%

Shares32.1K

Event2026-03-31

Filed2026-05-15

SGDM

SPROTT GOLD MINERS ETF

-3.29%

Shares188.5K

Event2026-03-31

Filed2026-05-15

TWLO

TWILIO INC CL A

-83.64%

Shares110.4K

Event2026-03-31

Filed2026-05-15

DVY

ISHARES SELECT DIVIDEND ETF

2.89%

Shares91.6K

Event2026-03-31

Filed2026-05-15

TER

TERADYNE INC COM

195.27%

Shares46.7K

Event2026-03-31

Filed2026-05-15

EQIX

EQUINIX INC COM

3.04%

Shares14.0K

Event2026-03-31

Filed2026-05-15

IUSG

ISHARES CORE S&P U.S. GROWTH ETF

-0.00%

Shares88.2K

Event2026-03-31

Filed2026-05-15

PNW

PINNACLE WEST CAP CORP COM

-3.77%

Shares135.6K

Event2026-03-31

Filed2026-05-15

GNR

STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF

7.17%

Shares182.3K

Event2026-03-31

Filed2026-05-15

MCHP

MICROCHIP TECHNOLOGY INC. COM

26.35%

Shares210.3K

Event2026-03-31

Filed2026-05-15

EXPD

EXPEDITORS INTL WASH INC COM

15.87%

Shares94.8K

Event2026-03-31

Filed2026-05-15

UBER

UBER TECHNOLOGIES INC COM

36.26%

Shares188.3K

Event2026-03-31

Filed2026-05-15

WMB

WILLIAMS COS INC COM

20.82%

Shares185.9K

Event2026-03-31

Filed2026-05-15

FTNT

FORTINET INC COM

137.40%

Shares164.9K

Event2026-03-31

Filed2026-05-15

PSI

INVESCO SEMICONDUCTORS ETF

-19.65%

Shares142.3K

Event2026-03-31

Filed2026-05-15

EXEL

EXELIXIS INC COM

215.14%

Shares312.3K

Event2026-03-31

Filed2026-05-15

FDN

FIRST TRUST DOW JONES INTERNET INDEX FUND

3.86%

Shares57.2K

Event2026-03-31

Filed2026-05-15

ROK

ROCKWELL AUTOMATION INC COM

-2.25%

Shares37.3K

Event2026-03-31

Filed2026-05-15

TOTALENERGIES SE ACT

30.60%

Shares146.7K

Event2026-03-31

Filed2026-05-15

TOL

TOLL BROTHERS INC COM

258.38%

Shares97.6K

Event2026-03-31

Filed2026-05-15

RELIANCE INC COM

560.03%

Shares43.4K

Event2026-03-31

Filed2026-05-15

JEF

JEFFERIES FINL GROUP INC COM

-8.47%

Shares318.8K

Event2026-03-31

Filed2026-05-15

ECL

ECOLAB INC COM

18.61%

Shares49.4K

Event2026-03-31

Filed2026-05-15

JCI

JOHNSON CTLS INTL PLC SHS

7.68%

Shares100.0K

Event2026-03-31

Filed2026-05-15

MET

METLIFE INC COM

207.62%

Shares184.9K

Event2026-03-31

Filed2026-05-15

GDXJ

VANECK JUNIOR GOLD MINERS ETF

0.06%

Shares108.1K

Event2026-03-31

Filed2026-05-15

HDV

ISHARES CORE HIGH DIVIDEND ETF

-1.03%

Shares95.6K

Event2026-03-31

Filed2026-05-15

SPYV

STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF

204.75%

Shares229.2K

Event2026-03-31

Filed2026-05-15

UPS

UNITED PARCEL SVCS INC CL B

34.79%

Shares131.4K

Event2026-03-31

Filed2026-05-15

COLGATE PALMOLIVE CO COM

30.95%

Shares151.2K

Event2026-03-31

Filed2026-05-15

PARKER-HANNIFIN CORP COM

66.14%

Shares14.3K

Event2026-03-31

Filed2026-05-15

VUSB

VANGUARD ULTRA-SHORT BOND ETF

-7.98%

Shares256.5K

Event2026-03-31

Filed2026-05-15

SYY

SYSCO CORP COM

7.39%

Shares178.7K

Event2026-03-31

Filed2026-05-15

DOMINION ENERGY INC COM

-0.33%

Shares205.8K

Event2026-03-31

Filed2026-05-15

RELX

RELX PLC SPONSORED ADR

-76.61%

Shares382.9K

Event2026-03-31

Filed2026-05-15

MAGS

ROUNDHILL MAGNIFICENT SEVEN ETF

2223.40%

Shares218.7K

Event2026-03-31

Filed2026-05-15

SCZ

ISHARES MSCI EAFE SMALL-CAP ETF

1.54%

Shares160.2K

Event2026-03-31

Filed2026-05-15

IQDG

WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND

71.64%

Shares311.9K

Event2026-03-31

Filed2026-05-15

ELV

ELEVANCE HEALTH INC FORMERLY A COM

-1.35%

Shares42.6K

Event2026-03-31

Filed2026-05-15

AON PLC SHS CL A

23.38%

Shares38.5K

Event2026-03-31

Filed2026-05-15

UCON

FIRST TRUST SMITH UNCONSTRAINED BOND ETF

33.40%

Shares498.9K

Event2026-03-31

Filed2026-05-15

HP INC COM

-16.80%

Shares642.8K

Event2026-03-31

Filed2026-05-15

HTD

HANCOCK JOHN TAX-ADVANTAGED DI COM

6.64%

Shares493.0K

Event2026-03-31

Filed2026-05-15

AVAV

AEROVIRONMENT INC COM

8.66%

Shares66.5K

Event2026-03-31

Filed2026-05-15

GHM

GRAHAM CORP COM

New

Shares153.7K

Event2026-03-31

Filed2026-05-15

NEAR

ISHARES SHORT DURATION BOND ACTIVE ETF

-1.50%

Shares238.1K

Event2026-03-31

Filed2026-05-15

JEPQ

JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF

837.02%

Shares217.1K

Event2026-03-31

Filed2026-05-15

MDLZ

MONDELEZ INTL INC CL A

5.07%

Shares208.8K

Event2026-03-31

Filed2026-05-15

EEMV

ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF

-32.17%

Shares185.6K

Event2026-03-31

Filed2026-05-15

BLOOM ENERGY CORP COM CL A

0.27%

Shares88.4K

Event2026-03-31

Filed2026-05-15

BP PLC SPONSORED ADR

79.66%

Shares254.6K

Event2026-03-31

Filed2026-05-15

QXO

QXO INC COM NEW

7.38%

Shares615.7K

Event2026-03-31

Filed2026-05-15

SHOP

SHOPIFY INC CL A SUB VTG SHS

33.57%

Shares100.7K

Event2026-03-31

Filed2026-05-15

CTVA

CORTEVA INC COM

49.48%

Shares142.7K

Event2026-03-31

Filed2026-05-15

NMIH

NMI HLDGS INC COM

-6.55%

Shares315.9K

Event2026-03-31

Filed2026-05-15

NULG

NUVEEN ESG LARGE-CAP GROWTH ETF

19.10%

Shares129.6K

Event2026-03-31

Filed2026-05-15

STRL

STERLING INFRASTRUCTURE INC COM

7.14%

Shares28.8K

Event2026-03-31

Filed2026-05-15

ARTY

ISHARES FUTURE AI & TECH ETF

27.06%

Shares250.2K

Event2026-03-31

Filed2026-05-15

PFF

ISHARES PREFERRED & INCOME SECURITIES ETF

33.46%

Shares382.9K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

SPY Call CallSTATE STREET SPDR S&P 500 ETF50.5K sharesnew addition2026-03-312026-05-15

VRT Call CallVERTIV HOLDINGS CO COM CL A40.1K sharesnew addition2026-03-312026-05-15

SHLD Call CallGLOBAL X DEFENSE TECH ETF50.0K sharesnew addition2026-03-312026-05-15

NVDA Call CallNVIDIA CORPORATION COM17.5K sharesnew addition2026-03-312026-05-15

NG Call CallNOVAGOLD RESOURCES INC COM NEW300.0K sharesnew addition2026-03-312026-05-15

U Call CallUNITY SOFTWARE INC COM100.0K sharesnew addition2026-03-312026-05-15

LLY Call CallELI LILLY & CO COM1.6K sharesnew addition2026-03-312026-05-15

PLTR Call CallPALANTIR TECHNOLOGIES INC CL A6.1K sharesnew addition2026-03-312026-05-15

LAC Call CallLITHIUM AMERS CORP NEW COM SHS200.0K sharesnew addition2026-03-312026-05-15

MSFT Call CallMICROSOFT CORP COM1.5K sharesnew addition2026-03-312026-05-15

PLUG Call CallPLUG PWR INC COM NEW200.0K sharesnew addition2026-03-312026-05-15

IONQ Call CallIONQ INC COM11.0K sharesnew addition2026-03-312026-05-15

ABBV Call CallABBVIE INC COM1.3K sharesnew addition2026-03-312026-05-15

XOM Call CallEXXON MOBIL CORP COM1.5K sharesnew addition2026-03-312026-05-15

DIS Call CallDISNEY WALT CO COM2.5K sharesnew addition2026-03-312026-05-15

CMG Call CallCHIPOTLE MEXICAN GRILL INC COM7.5K sharesnew addition2026-03-312026-05-15

SHEL Call CallSHELL PLC SPON ADS2.0K sharesnew addition2026-03-312026-05-15

META Call CallMETA PLATFORMS INC.300 sharesnew addition2026-03-312026-05-15

ABT Call CallABBOTT LABORATORIES COM1.3K sharesnew addition2026-03-312026-05-15

BMY Call CallBRISTOL-MYERS SQUIBB CO COM2.0K sharesnew addition2026-03-312026-05-15

OAKTREE SPECIALTY LENDING COM Call CallOAKTREE SPECIALTY LENDING COM10.0K sharesnew addition2026-03-312026-05-15

SLB Call CallSLB LIMITED COM STK2.0K sharesnew addition2026-03-312026-05-15

BROADCOM INC COM Call CallBROADCOM INC COM200 sharesnew addition2026-03-312026-05-15

DELL Call CallDELL TECHNOLOGIES INC CL C300 sharesnew addition2026-03-312026-05-15

WY Call CallWEYERHAEUSER CO COM NEW2.0K sharesnew addition2026-03-312026-05-15

GLD Call CallSPDR GOLD SHARES100 sharesnew addition2026-03-312026-05-15

ASTS Call CallAST SPACEMOBILE INC COM CL A500 sharesnew addition2026-03-312026-05-15

TSM Call CallTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS100 sharesnew addition2026-03-312026-05-15

DASH Call CallDOORDASH INC CL A200 sharesnew addition2026-03-312026-05-15

BAC Call CallBANK OF AMER CORP COM600 sharesnew addition2026-03-312026-05-15

ALPHABET INC CAP STK CL C Call CallALPHABET INC CAP STK CL C100 sharesnew addition2026-03-312026-05-15

DUKE ENERGY CORP NEW COM NEW Call CallDUKE ENERGY CORP NEW COM NEW200 sharesnew addition2026-03-312026-05-15

AMD Call CallADVANCED MICRO DEVICES INC COM100 sharesnew addition2026-03-312026-05-15

HAL Call CallHALLIBURTON CO COM500 sharesnew addition2026-03-312026-05-15

ONON Call CallON HLDG AG NAMEN AKT A500 sharesnew addition2026-03-312026-05-15

APA CORPORATION COM Call CallAPA CORPORATION COM400 sharesnew addition2026-03-312026-05-15

ING Call CallING GROEP N.V. SPONSORED ADR600 sharesnew addition2026-03-312026-05-15

TECK Call CallTECK RESOURCES LTD CL B300 sharesnew addition2026-03-312026-05-15

ORCL Call CallORACLE CORP COM100 sharesnew addition2026-03-312026-05-15

CVE Call CallCENOVUS ENERGY INC COM500 sharesnew addition2026-03-312026-05-15

BUNGE GLOBAL SA COM SHS Call CallBUNGE GLOBAL SA COM SHS100 sharesnew addition2026-03-312026-05-15

ARISTA NETWORKS INC COM SHS Call CallARISTA NETWORKS INC COM SHS100 sharesnew addition2026-03-312026-05-15

MARVELL TECHNOLOGY INC COM Call CallMARVELL TECHNOLOGY INC COM100 sharesnew addition2026-03-312026-05-15

CRCL Call CallCIRCLE INTERNET GROUP INC COM CL A100 sharesnew addition2026-03-312026-05-15

CRDO Call CallCREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES100 sharesnew addition2026-03-312026-05-15

AR Call CallANTERO RESOURCES CORP COM200 sharesnew addition2026-03-312026-05-15

AES Call CallAES CORP COM500 sharesnew addition2026-03-312026-05-15

RBRK Call CallRUBRIK INC. CL A100 sharesnew addition2026-03-312026-05-15

BITMINE IMMERSION TECHS INC COM NEW Call CallBITMINE IMMERSION TECHS INC COM NEW200 sharesnew addition2026-03-312026-05-15

IREN Call CallIREN LIMITED ORDINARY SHARES100 sharesnew addition2026-03-312026-05-15

AAL Call CallAMERICAN AIRLINES GROUP INC COM200 sharesnew addition2026-03-312026-05-15

SPY Call

STATE STREET SPDR S&P 500 ETF

New

Shares50.5K

Event2026-03-31

Filed2026-05-15

VRT Call

VERTIV HOLDINGS CO COM CL A

New

Shares40.1K

Event2026-03-31

Filed2026-05-15

SHLD Call

GLOBAL X DEFENSE TECH ETF

New

Shares50.0K

Event2026-03-31

Filed2026-05-15

NVDA Call

NVIDIA CORPORATION COM

New

Shares17.5K

Event2026-03-31

Filed2026-05-15

NG Call

NOVAGOLD RESOURCES INC COM NEW

New

Shares300.0K

Event2026-03-31

Filed2026-05-15

U Call

UNITY SOFTWARE INC COM

New

Shares100.0K

Event2026-03-31

Filed2026-05-15

LLY Call

ELI LILLY & CO COM

New

Shares1.6K

Event2026-03-31

Filed2026-05-15

PLTR Call

PALANTIR TECHNOLOGIES INC CL A

New

Shares6.1K

Event2026-03-31

Filed2026-05-15

LAC Call

LITHIUM AMERS CORP NEW COM SHS

New

Shares200.0K

Event2026-03-31

Filed2026-05-15

MSFT Call

MICROSOFT CORP COM

New

Shares1.5K

Event2026-03-31

Filed2026-05-15

PLUG Call

PLUG PWR INC COM NEW

New

Shares200.0K

Event2026-03-31

Filed2026-05-15

IONQ Call

IONQ INC COM

New

Shares11.0K

Event2026-03-31

Filed2026-05-15

ABBV Call

ABBVIE INC COM

New

Shares1.3K

Event2026-03-31

Filed2026-05-15

XOM Call

EXXON MOBIL CORP COM

New

Shares1.5K

Event2026-03-31

Filed2026-05-15

DIS Call

DISNEY WALT CO COM

New

Shares2.5K

Event2026-03-31

Filed2026-05-15

CMG Call

CHIPOTLE MEXICAN GRILL INC COM

New

Shares7.5K

Event2026-03-31

Filed2026-05-15

SHEL Call

SHELL PLC SPON ADS

New

Shares2.0K

Event2026-03-31

Filed2026-05-15

META Call

META PLATFORMS INC.

New

Shares300

Event2026-03-31

Filed2026-05-15

ABT Call

ABBOTT LABORATORIES COM

New

Shares1.3K

Event2026-03-31

Filed2026-05-15

BMY Call

BRISTOL-MYERS SQUIBB CO COM

New

Shares2.0K

Event2026-03-31

Filed2026-05-15

OAKTREE SPECIALTY LENDING COM Call

OAKTREE SPECIALTY LENDING COM

New

Shares10.0K

Event2026-03-31

Filed2026-05-15

SLB Call

SLB LIMITED COM STK

New

Shares2.0K

Event2026-03-31

Filed2026-05-15

BROADCOM INC COM Call

BROADCOM INC COM

New

Shares200

Event2026-03-31

Filed2026-05-15

DELL Call

DELL TECHNOLOGIES INC CL C

New

Shares300

Event2026-03-31

Filed2026-05-15

WY Call

WEYERHAEUSER CO COM NEW

New

Shares2.0K

Event2026-03-31

Filed2026-05-15

GLD Call

SPDR GOLD SHARES

New

Shares100

Event2026-03-31

Filed2026-05-15

ASTS Call

AST SPACEMOBILE INC COM CL A

New

Shares500

Event2026-03-31

Filed2026-05-15

TSM Call

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

New

Shares100

Event2026-03-31

Filed2026-05-15

DASH Call

DOORDASH INC CL A

New

Shares200

Event2026-03-31

Filed2026-05-15

BAC Call

BANK OF AMER CORP COM

New

Shares600

Event2026-03-31

Filed2026-05-15

ALPHABET INC CAP STK CL C Call

ALPHABET INC CAP STK CL C

New

Shares100

Event2026-03-31

Filed2026-05-15

DUKE ENERGY CORP NEW COM NEW Call

DUKE ENERGY CORP NEW COM NEW

New

Shares200

Event2026-03-31

Filed2026-05-15

AMD Call

ADVANCED MICRO DEVICES INC COM

New

Shares100

Event2026-03-31

Filed2026-05-15

HAL Call

HALLIBURTON CO COM

New

Shares500

Event2026-03-31

Filed2026-05-15

ONON Call

ON HLDG AG NAMEN AKT A

New

Shares500

Event2026-03-31

Filed2026-05-15

APA CORPORATION COM Call

APA CORPORATION COM

New

Shares400

Event2026-03-31

Filed2026-05-15

ING Call

ING GROEP N.V. SPONSORED ADR

New

Shares600

Event2026-03-31

Filed2026-05-15

TECK Call

TECK RESOURCES LTD CL B

New

Shares300

Event2026-03-31

Filed2026-05-15

ORCL Call

ORACLE CORP COM

New

Shares100

Event2026-03-31

Filed2026-05-15

CVE Call

CENOVUS ENERGY INC COM

New

Shares500

Event2026-03-31

Filed2026-05-15

BUNGE GLOBAL SA COM SHS Call

BUNGE GLOBAL SA COM SHS

New

Shares100

Event2026-03-31

Filed2026-05-15

ARISTA NETWORKS INC COM SHS Call

ARISTA NETWORKS INC COM SHS

New

Shares100

Event2026-03-31

Filed2026-05-15

MARVELL TECHNOLOGY INC COM Call

MARVELL TECHNOLOGY INC COM

New

Shares100

Event2026-03-31

Filed2026-05-15

CRCL Call

CIRCLE INTERNET GROUP INC COM CL A

New

Shares100

Event2026-03-31

Filed2026-05-15

CRDO Call

CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES

New

Shares100

Event2026-03-31

Filed2026-05-15

AR Call

ANTERO RESOURCES CORP COM

New

Shares200

Event2026-03-31

Filed2026-05-15

AES Call

AES CORP COM

New

Shares500

Event2026-03-31

Filed2026-05-15

RBRK Call

RUBRIK INC. CL A

New

Shares100

Event2026-03-31

Filed2026-05-15

BITMINE IMMERSION TECHS INC COM NEW Call

BITMINE IMMERSION TECHS INC COM NEW

New

Shares200

Event2026-03-31

Filed2026-05-15

IREN Call

IREN LIMITED ORDINARY SHARES

New

Shares100

Event2026-03-31

Filed2026-05-15

AAL Call

AMERICAN AIRLINES GROUP INC COM

New

Shares200

Event2026-03-31

Filed2026-05-15

Put Option Holdings

NVDA Put PutNVIDIA CORPORATION COM174.7K sharesnew addition2026-03-312026-05-15

SPY Put PutSTATE STREET SPDR S&P 500 ETF16.8K sharesnew addition2026-03-312026-05-15

MSFT Put PutMICROSOFT CORP COM20.3K sharesnew addition2026-03-312026-05-15

AAPL Put PutAPPLE INC COM26.8K sharesnew addition2026-03-312026-05-15

INVESCO QQQ TRUST SERIES I Put PutINVESCO QQQ TRUST SERIES I10.0K sharesnew addition2026-03-312026-05-15

HCA Put PutHCA HEALTHCARE INC COM10.8K sharesnew addition2026-03-312026-05-15

COST Put PutCOSTCO WHOLESALE CORPORATION COM3.5K sharesnew addition2026-03-312026-05-15

IVV Put PutISHARES CORE S&P 500 ETF4.8K sharesnew addition2026-03-312026-05-15

IRM Put PutIRON MTN INC DEL COM27.7K sharesnew addition2026-03-312026-05-15

AON PLC SHS CL A Put PutAON PLC SHS CL A7.5K sharesnew addition2026-03-312026-05-15

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Put PutSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS5.2K sharesnew addition2026-03-312026-05-15

META Put PutMETA PLATFORMS INC.3.3K sharesnew addition2026-03-312026-05-15

PNC Put PutPNC FINL SVCS GROUP INC COM7.7K sharesnew addition2026-03-312026-05-15

PLTR Put PutPALANTIR TECHNOLOGIES INC CL A10.0K sharesnew addition2026-03-312026-05-15

ABT Put PutABBOTT LABORATORIES COM10.0K sharesnew addition2026-03-312026-05-15

USB Put PutUS BANCORP COM NEW18.4K sharesnew addition2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL CL B NEW Put PutBERKSHIRE HATHAWAY INC DEL CL B NEW1.5K sharesnew addition2026-03-312026-05-15

UNH Put PutUNITEDHEALTH GROUP INC COM2.1K sharesnew addition2026-03-312026-05-15

IT Put PutGARTNER INC COM3.3K sharesnew addition2026-03-312026-05-15

THE CIGNA GROUP COM Put PutTHE CIGNA GROUP COM1.7K sharesnew addition2026-03-312026-05-15

MCK Put PutMCKESSON CORP COM500 sharesnew addition2026-03-312026-05-15

V Put PutVISA INC COM CL A1.2K sharesnew addition2026-03-312026-05-15

TMUS Put PutT-MOBILE US INC COM1.5K sharesnew addition2026-03-312026-05-15

NOW Put PutSERVICENOW INC COM2.5K sharesnew addition2026-03-312026-05-15

AMZN Put PutAMAZON COM INC COM1.2K sharesnew addition2026-03-312026-05-15

BROADCOM INC COM Put PutBROADCOM INC COM700 sharesnew addition2026-03-312026-05-15

ORCL Put PutORACLE CORP COM1.4K sharesnew addition2026-03-312026-05-15

CRM Put PutSALESFORCE INC COM1.0K sharesnew addition2026-03-312026-05-15

LLY Put PutELI LILLY & CO COM200 sharesnew addition2026-03-312026-05-15

PH Put PutPARKER-HANNIFIN CORP COM200 sharesnew addition2026-03-312026-05-15

PM Put PutPHILIP MORRIS INTL INC COM300 sharesnew addition2026-03-312026-05-15

AR Put PutANTERO RESOURCES CORP COM200 sharesnew addition2026-03-312026-05-15

XLU Put PutSTATE STREET UTILITIES SELECT SECTOR SPDR ETF100 sharesnew addition2026-03-312026-05-15

LUV Put PutSOUTHWEST AIRLS CO COM100 sharesnew addition2026-03-312026-05-15

NVDA Put

NVIDIA CORPORATION COM

New

Shares174.7K

Event2026-03-31

Filed2026-05-15

SPY Put

STATE STREET SPDR S&P 500 ETF

New

Shares16.8K

Event2026-03-31

Filed2026-05-15

MSFT Put

MICROSOFT CORP COM

New

Shares20.3K

Event2026-03-31

Filed2026-05-15

AAPL Put

APPLE INC COM

New

Shares26.8K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TRUST SERIES I Put

INVESCO QQQ TRUST SERIES I

New

Shares10.0K

Event2026-03-31

Filed2026-05-15

HCA Put

HCA HEALTHCARE INC COM

New

Shares10.8K

Event2026-03-31

Filed2026-05-15

COST Put

COSTCO WHOLESALE CORPORATION COM

New

Shares3.5K

Event2026-03-31

Filed2026-05-15

IVV Put

ISHARES CORE S&P 500 ETF

New

Shares4.8K

Event2026-03-31

Filed2026-05-15

IRM Put

IRON MTN INC DEL COM

New

Shares27.7K

Event2026-03-31

Filed2026-05-15

AON PLC SHS CL A Put

AON PLC SHS CL A

New

Shares7.5K

Event2026-03-31

Filed2026-05-15

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Put

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS

New

Shares5.2K

Event2026-03-31

Filed2026-05-15

META Put

META PLATFORMS INC.

New

Shares3.3K

Event2026-03-31

Filed2026-05-15

PNC Put

PNC FINL SVCS GROUP INC COM

New

Shares7.7K

Event2026-03-31

Filed2026-05-15

PLTR Put

PALANTIR TECHNOLOGIES INC CL A

New

Shares10.0K

Event2026-03-31

Filed2026-05-15

ABT Put

ABBOTT LABORATORIES COM

New

Shares10.0K

Event2026-03-31

Filed2026-05-15

USB Put

US BANCORP COM NEW

New

Shares18.4K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL CL B NEW Put

BERKSHIRE HATHAWAY INC DEL CL B NEW

New

Shares1.5K

Event2026-03-31

Filed2026-05-15

UNH Put

UNITEDHEALTH GROUP INC COM

New

Shares2.1K

Event2026-03-31

Filed2026-05-15

IT Put

GARTNER INC COM

New

Shares3.3K

Event2026-03-31

Filed2026-05-15

THE CIGNA GROUP COM Put

THE CIGNA GROUP COM

New

Shares1.7K

Event2026-03-31

Filed2026-05-15

MCK Put

MCKESSON CORP COM

New

Shares500

Event2026-03-31

Filed2026-05-15

V Put

VISA INC COM CL A

New

Shares1.2K

Event2026-03-31

Filed2026-05-15

TMUS Put

T-MOBILE US INC COM

New

Shares1.5K

Event2026-03-31

Filed2026-05-15

NOW Put

SERVICENOW INC COM

New

Shares2.5K

Event2026-03-31

Filed2026-05-15

AMZN Put

AMAZON COM INC COM

New

Shares1.2K

Event2026-03-31

Filed2026-05-15

BROADCOM INC COM Put

BROADCOM INC COM

New

Shares700

Event2026-03-31

Filed2026-05-15

ORCL Put

ORACLE CORP COM

New

Shares1.4K

Event2026-03-31

Filed2026-05-15

CRM Put

SALESFORCE INC COM

New

Shares1.0K

Event2026-03-31

Filed2026-05-15

LLY Put

ELI LILLY & CO COM

New

Shares200

Event2026-03-31

Filed2026-05-15

PH Put

PARKER-HANNIFIN CORP COM

New

Shares200

Event2026-03-31

Filed2026-05-15

PM Put

PHILIP MORRIS INTL INC COM

New

Shares300

Event2026-03-31

Filed2026-05-15

AR Put

ANTERO RESOURCES CORP COM

New

Shares200

Event2026-03-31

Filed2026-05-15

XLU Put

STATE STREET UTILITIES SELECT SECTOR SPDR ETF

New

Shares100

Event2026-03-31

Filed2026-05-15

LUV Put

SOUTHWEST AIRLS CO COM

New

Shares100

Event2026-03-31

Filed2026-05-15