Sponsored
The Analysis of Centerpoint Advisors, LLC's Holdings & P&L
Currently, Centerpoint Advisors, LLC holds 414 types of securities in its portfolio with a total value $307.3K. In the most recent quarter, they have increased their positions in IJH (+33.4K shares, valued at $2.3K), MU (+1.0K shares, valued at $338), IVV (+258 shares, valued at $168.5286283916389); decreased their positions in IJR (-12.2K shares, valued at $1.5K), IWB (-3.0K shares, valued at $1.1K), WMT (-6.1K shares, valued at $752.7733644859813); initiated new positions in MU (+1.0K shares, valued at $338), BATT (+7.0K shares, valued at $104), N/A (+450 shares, valued at $89).
1M P&L
+12.4M+3.93%
3M P&L
+19.1M+6.20%
HY P&L
+33.4M+11.38%
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/A232.9K
80.5%
2Consumer Electronics11.4K
3.9%
3Software - Infrastructure9.2K
3.2%
Top Industries by Stock Count
1N/A90 stocks
24.2%
2Software - Application10 stocks
2.7%
3Drug Manufacturers - General9 stocks
2.4%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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IVV
0.20%ISHARES TR
Shares128.4K
Event2026-03-31
Filed2026-05-07
QUAL
0.37%ISHARES TR
Shares133.3K
Event2026-03-31
Filed2026-05-07
IJH
11.34%ISHARES TR
Shares328.2K
Event2026-03-31
Filed2026-05-07
IWB
-5.28%ISHARES TR
Shares53.9K
Event2026-03-31
Filed2026-05-07
IJR
-9.65%ISHARES TR
Shares114.1K
Event2026-03-31
Filed2026-05-07
IVW
-0.84%ISHARES TR
Shares111.1K
Event2026-03-31
Filed2026-05-07
AAPL
-1.71%APPLE INC
Shares44.9K
Event2026-03-31
Filed2026-05-07
ALPHABET INC
-1.67%ALPHABET INC
Shares28.5K
Event2026-03-31
Filed2026-05-07
IVE
-0.80%ISHARES TR
Shares38.5K
Event2026-03-31
Filed2026-05-07
MSFT
-7.22%MICROSOFT CORP
Shares21.0K
Event2026-03-31
Filed2026-05-07
IJK
-1.03%ISHARES TR
Shares62.3K
Event2026-03-31
Filed2026-05-07
ALPHABET INC
-0.02%ALPHABET INC
Shares20.3K
Event2026-03-31
Filed2026-05-07
IJT
-1.91%ISHARES TR
Shares40.0K
Event2026-03-31
Filed2026-05-07
IJJ
-0.21%ISHARES TR
Shares32.2K
Event2026-03-31
Filed2026-05-07
IJS
-0.34%ISHARES TR
Shares35.7K
Event2026-03-31
Filed2026-05-07
IEFA
-0.63%ISHARES TR
Shares45.6K
Event2026-03-31
Filed2026-05-07
NVDA
-8.30%NVIDIA CORPORATION
Shares16.0K
Event2026-03-31
Filed2026-05-07
SCHA
-0.01%SCHWAB STRATEGIC TR
Shares90.0K
Event2026-03-31
Filed2026-05-07
SCHM
0.00%SCHWAB STRATEGIC TR
Shares84.0K
Event2026-03-31
Filed2026-05-07
ITOT
0.01%ISHARES TR
Shares17.0K
Event2026-03-31
Filed2026-05-07
SMMD
0.00%ISHARES TR
Shares30.6K
Event2026-03-31
Filed2026-05-07
AMZN
-6.10%AMAZON COM INC
Shares8.8K
Event2026-03-31
Filed2026-05-07
LLY
0.00%ELI LILLY &CO
Shares1.6K
Event2026-03-31
Filed2026-05-07
JPM
-10.51%JPMORGAN CHASE &CO
Shares4.7K
Event2026-03-31
Filed2026-05-07
V
0.00%VISA INC
Shares4.5K
Event2026-03-31
Filed2026-05-07
BERKSHIRE HATHAWAY INC DEL
1.61%BERKSHIRE HATHAWAY INC DEL
Shares2.8K
Event2026-03-31
Filed2026-05-07
META
0.00%META PLATFORMS INC
Shares2.4K
Event2026-03-31
Filed2026-05-07
AMAT
-13.17%APPLIED MATLS INC
Shares4.0K
Event2026-03-31
Filed2026-05-07
SPY
-0.32%STATE STR SPDR S&P 500 ETF T
Shares1.9K
Event2026-03-31
Filed2026-05-07
SPYG
-1.91%SPDR SERIES TRUST
Shares11.8K
Event2026-03-31
Filed2026-05-07
SPYV
-0.85%SPDR SERIES TRUST
Shares20.2K
Event2026-03-31
Filed2026-05-07
AXP
-3.10%AMERICAN EXPRESS CO
Shares3.8K
Event2026-03-31
Filed2026-05-07
VXF
-3.00%VANGUARD INDEX FDS
Shares5.5K
Event2026-03-31
Filed2026-05-07
COST
-4.26%COSTCO WHOLESALE CORPORATION
Shares1.1K
Event2026-03-31
Filed2026-05-07
JNJ
-24.50%JOHNSON &JOHNSON
Shares4.2K
Event2026-03-31
Filed2026-05-07
ORCL
-0.95%ORACLE CORP
Shares6.8K
Event2026-03-31
Filed2026-05-07
TMO
0.00%THERMO FISHER SCIENTIFIC INC
Shares2.0K
Event2026-03-31
Filed2026-05-07
XOM
-5.84%EXXON MOBIL CORP
Shares5.5K
Event2026-03-31
Filed2026-05-07
EFA
0.00%ISHARES TR
Shares8.1K
Event2026-03-31
Filed2026-05-07
TJX
-1.03%TJX COS INC NEW
Shares4.8K
Event2026-03-31
Filed2026-05-07
ES
0.00%EVERSOURCE ENERGY
Shares11.0K
Event2026-03-31
Filed2026-05-07
GS
0.00%GOLDMAN SACHS GROUP INC
Shares863
Event2026-03-31
Filed2026-05-07
APD
0.00%AIR PRODUCTS AND CHEMICALS I
Shares2.5K
Event2026-03-31
Filed2026-05-07
HD
0.00%HOME DEPOT INC
Shares1.9K
Event2026-03-31
Filed2026-05-07
IXC
2.87%ISHARES TR
Shares10.8K
Event2026-03-31
Filed2026-05-07
MA
0.00%MASTERCARD INCORPORATED
Shares1.2K
Event2026-03-31
Filed2026-05-07
VTI
0.00%VANGUARD INDEX FDS
Shares1.8K
Event2026-03-31
Filed2026-05-07
SCHD
-1.21%SCHWAB STRATEGIC TR
Shares17.3K
Event2026-03-31
Filed2026-05-07
GLD
-24.11%SPDR GOLD TR
Shares1.2K
Event2026-03-31
Filed2026-05-07
SYK
0.00%STRYKER CORPORATION
Shares1.5K
Event2026-03-31
Filed2026-05-07
ADI
-25.00%ANALOG DEVICES INC
Shares1.5K
Event2026-03-31
Filed2026-05-07
SLV
0.00%ISHARES SILVER TR
Shares6.8K
Event2026-03-31
Filed2026-05-07
IWD
0.00%ISHARES TR
Shares2.2K
Event2026-03-31
Filed2026-05-07
ROK
0.00%ROCKWELL AUTOMATION INC
Shares1.3K
Event2026-03-31
Filed2026-05-07
SNA
0.00%SNAP ON INC
Shares1.2K
Event2026-03-31
Filed2026-05-07
PM
-24.17%PHILIP MORRIS INTL INC
Shares2.6K
Event2026-03-31
Filed2026-05-07
NBN
-2.67%NORTHEAST BK PORTLAND ME
Shares3.6K
Event2026-03-31
Filed2026-05-07
PEG
0.00%PUBLIC SVC ENTERPRISE GROUP
Shares5.0K
Event2026-03-31
Filed2026-05-07
FBTC
33.54%FIDELITY WISE ORIGIN BITCOIN
Shares6.8K
Event2026-03-31
Filed2026-05-07
NEE
0.00%NEXTERA ENERGY INC
Shares4.3K
Event2026-03-31
Filed2026-05-07
MSI
0.00%MOTOROLA SOLUTIONS INC
Shares898
Event2026-03-31
Filed2026-05-07
PG
0.00%PROCTER &GAMBLE CO
Shares2.6K
Event2026-03-31
Filed2026-05-07
SPGI
-7.00%S&P GLOBAL INC
Shares797
Event2026-03-31
Filed2026-05-07
MU
NewMICRON TECHNOLOGY INC
Shares1.0K
Event2026-03-31
Filed2026-05-07
UNH
-0.40%UNITEDHEALTH GROUP INC
Shares1.2K
Event2026-03-31
Filed2026-05-07
PLTR
54.34%PALANTIR TECHNOLOGIES INC
Shares2.3K
Event2026-03-31
Filed2026-05-07
ABBV
-16.73%ABBVIE INC
Shares1.5K
Event2026-03-31
Filed2026-05-07
MDYV
-3.58%SPDR SERIES TRUST
Shares3.6K
Event2026-03-31
Filed2026-05-07
MO
-17.78%ALTRIA GROUP INC
Shares4.6K
Event2026-03-31
Filed2026-05-07
NXPI
0.00%NXP SEMICONDUCTORS N V
Shares1.5K
Event2026-03-31
Filed2026-05-07
MDYG
-3.98%SPDR SERIES TRUST
Shares3.0K
Event2026-03-31
Filed2026-05-07
GE AEROSPACE
0.00%GE AEROSPACE
Shares1.0K
Event2026-03-31
Filed2026-05-07
PEP
0.00%PEPSICO INC
Shares1.8K
Event2026-03-31
Filed2026-05-07
VANGUARD INDEX FDS
0.00%VANGUARD INDEX FDS
Shares473
Event2026-03-31
Filed2026-05-07
BSX
0.00%BOSTON SCIENTIFIC CORP
Shares4.0K
Event2026-03-31
Filed2026-05-07
IUSG
0.00%ISHARES TR
Shares1.5K
Event2026-03-31
Filed2026-05-07
INVESCO QQQ TR
32.05%INVESCO QQQ TR
Shares412
Event2026-03-31
Filed2026-05-07
DHR
0.00%DANAHER CORP DEL
Shares1.3K
Event2026-03-31
Filed2026-05-07
LAM RESEARCH CORP
0.00%LAM RESEARCH CORP
Shares1.1K
Event2026-03-31
Filed2026-05-07
INVESCO EXCHANGE TRADED FD T
0.00%INVESCO EXCHANGE TRADED FD T
Shares1.2K
Event2026-03-31
Filed2026-05-07
DIS
7.18%DISNEY WALT CO
Shares2.2K
Event2026-03-31
Filed2026-05-07
GEV
0.00%GE VERNOVA INC
Shares247
Event2026-03-31
Filed2026-05-07
AMT
0.00%AMERICAN TOWER CORP
Shares1.2K
Event2026-03-31
Filed2026-05-07
ADBE
0.00%ADOBE INC
Shares780
Event2026-03-31
Filed2026-05-07
TSLA
17.77%TESLA INC
Shares497
Event2026-03-31
Filed2026-05-07
IEX
0.00%IDEX CORP
Shares958
Event2026-03-31
Filed2026-05-07
NFLX
0.00%NETFLIX INC.
Shares1.9K
Event2026-03-31
Filed2026-05-07
FEZ
0.00%SPDR INDEX SHS FDS
Shares2.9K
Event2026-03-31
Filed2026-05-07
JEPQ
2.26%J P MORGAN EXCHANGE TRADED F
Shares3.1K
Event2026-03-31
Filed2026-05-07
AGG
10.81%ISHARES TR
Shares1.7K
Event2026-03-31
Filed2026-05-07
T
0.03%AT&T INC
Shares5.8K
Event2026-03-31
Filed2026-05-07
CSCO
0.00%CISCO SYS INC
Shares2.2K
Event2026-03-31
Filed2026-05-07
SLYG
-6.54%SPDR SERIES TRUST
Shares1.7K
Event2026-03-31
Filed2026-05-07
SLYV
-6.51%SPDR SERIES TRUST
Shares1.7K
Event2026-03-31
Filed2026-05-07
IWF
0.00%ISHARES TR
Shares375
Event2026-03-31
Filed2026-05-07
HON
0.00%HONEYWELL INTL INC
Shares705
Event2026-03-31
Filed2026-05-07
LMT
-27.86%LOCKHEED MARTIN CORP
Shares259
Event2026-03-31
Filed2026-05-07
CAT
0.00%CATERPILLAR INC
Shares215
Event2026-03-31
Filed2026-05-07
J
0.00%JACOBS SOLUTIONS INC
Shares1.2K
Event2026-03-31
Filed2026-05-07
ETFS GOLD TR
0.00%ETFS GOLD TR
Shares3.2K
Event2026-03-31
Filed2026-05-07
XLE
0.00%SELECT SECTOR SPDR TR
Shares2.3K
Event2026-03-31
Filed2026-05-07
BAC
0.04%BANK AMERICA CORP
Shares2.7K
Event2026-03-31
Filed2026-05-07
WFC
0.00%WELLS FARGO &CO
Shares1.7K
Event2026-03-31
Filed2026-05-07
NEM
-8.74%NEWMONT CORP
Shares1.2K
Event2026-03-31
Filed2026-05-07
AZO
0.00%AUTOZONE INC
Shares38
Event2026-03-31
Filed2026-05-07
MERCK &CO INC
0.00%MERCK &CO INC
Shares1.0K
Event2026-03-31
Filed2026-05-07
ABT
0.00%ABBOTT LABORATORIES
Shares1.2K
Event2026-03-31
Filed2026-05-07
IBM
0.00%INTERNATIONAL BUSINESS MACHS
Shares481
Event2026-03-31
Filed2026-05-07
MEDTRONIC PLC
-15.87%MEDTRONIC PLC
Shares1.3K
Event2026-03-31
Filed2026-05-07
LOW
0.00%LOWES COS INC
Shares482
Event2026-03-31
Filed2026-05-07
KLAC
0.00%KLA CORP
Shares73
Event2026-03-31
Filed2026-05-07
ED
0.00%CONSOLIDATED EDISON INC
Shares935
Event2026-03-31
Filed2026-05-07
HCA
0.00%HCA HEALTHCARE INC
Shares222
Event2026-03-31
Filed2026-05-07
BATT
NewAMPLIFY ETF TR
Shares7.0K
Event2026-03-31
Filed2026-05-07
SHY
9.69%ISHARES TR
Shares1.2K
Event2026-03-31
Filed2026-05-07
JCI
0.00%JOHNSON CONTROLS INTERNATION
Shares737
Event2026-03-31
Filed2026-05-07
IDV
5.21%ISHARES TR
Shares2.2K
Event2026-03-31
Filed2026-05-07
BROADCOM INC
0.00%BROADCOM INC
Shares300
Event2026-03-31
Filed2026-05-07
GWW
0.00%WW GRAINGER INC
Shares83
Event2026-03-31
Filed2026-05-07
RTX
0.00%RTX CORPORATION
Shares471
Event2026-03-31
Filed2026-05-07
LINDE PLC
0.00%LINDE PLC
Shares182
Event2026-03-31
Filed2026-05-07
ISHARES GOLD TR
0.00%ISHARES GOLD TR
Shares1.0K
Event2026-03-31
Filed2026-05-07
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares450
Event2026-03-31
Filed2026-05-07
ESGU
28.31%ISHARES TR
Shares621
Event2026-03-31
Filed2026-05-07
SPYM
0.00%SPDR SERIES TRUST
Shares1.1K
Event2026-03-31
Filed2026-05-07
CTAS
0.00%CINTAS CORP
Shares505
Event2026-03-31
Filed2026-05-07
WM
0.00%WASTE MGMT INC DEL
Shares370
Event2026-03-31
Filed2026-05-07
ESLT
0.00%ELBIT SYS LTD
Shares100
Event2026-03-31
Filed2026-05-07
JEPI
1.51%J P MORGAN EXCHANGE TRADED F
Shares1.5K
Event2026-03-31
Filed2026-05-07
EATON CORP PLC
0.00%EATON CORP PLC
Shares226
Event2026-03-31
Filed2026-05-07
FCX
-42.55%FREEPORT MCMORAN INC
Shares1.4K
Event2026-03-31
Filed2026-05-07
DXJ
0.00%WISDOMTREE TR
Shares500
Event2026-03-31
Filed2026-05-07
VXUS
0.00%VANGUARD STAR FDS
Shares1.0K
Event2026-03-31
Filed2026-05-07
DUKE ENERGY CORP NEW
0.00%DUKE ENERGY CORP NEW
Shares553
Event2026-03-31
Filed2026-05-07
LQD
6.06%ISHARES TR
Shares630
Event2026-03-31
Filed2026-05-07
BLACKSTONE INC
0.00%BLACKSTONE INC
Shares600
Event2026-03-31
Filed2026-05-07
MMM
0.00%3M CO
Shares475
Event2026-03-31
Filed2026-05-07
UTG
0.00%REAVES UTIL INCOME FD
Shares1.7K
Event2026-03-31
Filed2026-05-07
BTI
-14.68%BRITISH AMERN TOB PLC
Shares1.1K
Event2026-03-31
Filed2026-05-07
ACWI
0.00%ISHARES TR
Shares460
Event2026-03-31
Filed2026-05-07
ICE
-15.79%INTERCONTINENTAL EXCHANGE IN
Shares400
Event2026-03-31
Filed2026-05-07
LYB
11.71%LYONDELLBASELL INDUSTRIES NV
Shares782
Event2026-03-31
Filed2026-05-07
HXL
0.00%HEXCEL CORP NEW
Shares772
Event2026-03-31
Filed2026-05-07
PGR
0.00%PROGRESSIVE CORP
Shares311
Event2026-03-31
Filed2026-05-07
XLI
0.00%SELECT SECTOR SPDR TR
Shares385
Event2026-03-31
Filed2026-05-07
SPG
0.00%SIMON PPTY GROUP INC NEW
Shares327
Event2026-03-31
Filed2026-05-07
ALC
0.00%ALCON AG
Shares795
Event2026-03-31
Filed2026-05-07
RIO
0.00%RIO TINTO PLC
Shares629
Event2026-03-31
Filed2026-05-07
COF
0.00%CAPITAL ONE FINL CORP
Shares319
Event2026-03-31
Filed2026-05-07
TOTALENERGIES SE
0.00%TOTALENERGIES SE
Shares600
Event2026-03-31
Filed2026-05-07
AVUV
0.00%AMERICAN CENTY ETF TR
Shares500
Event2026-03-31
Filed2026-05-07
CL
0.00%COLGATE PALMOLIVE CO
Shares647
Event2026-03-31
Filed2026-05-07
FITB
-13.70%FIFTH THIRD BANCORP
Shares1.2K
Event2026-03-31
Filed2026-05-07
WMT
-93.42%WALMART INC
Shares428
Event2026-03-31
Filed2026-05-07
IE
3.45%IVANHOE ELECTRIC INC
Shares4.5K
Event2026-03-31
Filed2026-05-07
INTC
0.00%INTEL CORP
Shares1.2K
Event2026-03-31
Filed2026-05-07
BKNG
0.00%BOOKING HOLDINGS INC
Shares12
Event2026-03-31
Filed2026-05-07
IEMG
-5.20%ISHARES INC
Shares711
Event2026-03-31
Filed2026-05-07
CVX
-67.75%CHEVRON CORPORATION
Shares238
Event2026-03-31
Filed2026-05-07
EIX
0.00%EDISON INTL
Shares615
Event2026-03-31
Filed2026-05-07
KO
0.00%COCA COLA CO
Shares584
Event2026-03-31
Filed2026-05-07
URA
0.00%GLOBAL X FDS
Shares850
Event2026-03-31
Filed2026-05-07
MARVELL TECHNOLOGY INC
NewMARVELL TECHNOLOGY INC
Shares400
Event2026-03-31
Filed2026-05-07
SO
0.00%SOUTHERN CO
Shares417
Event2026-03-31
Filed2026-05-07
MCD
-40.28%MCDONALDS CORP
Shares126
Event2026-03-31
Filed2026-05-07
PNC
0.53%PNC FINL SVCS GROUP INC
Shares188
Event2026-03-31
Filed2026-05-07
PANW
0.00%PALO ALTO NETWORKS INC
Shares244
Event2026-03-31
Filed2026-05-07
MOAT
-10.67%VANECK ETF TRUST
Shares402
Event2026-03-31
Filed2026-05-07
VRTX
0.00%VERTEX PHARMACEUTICALS INC
Shares87
Event2026-03-31
Filed2026-05-07
VEU
0.00%VANGUARD INTL EQUITY INDEX F
Shares500
Event2026-03-31
Filed2026-05-07
NOW
0.00%SERVICENOW INC
Shares350
Event2026-03-31
Filed2026-05-07
ZTS
0.00%ZOETIS INC
Shares315
Event2026-03-31
Filed2026-05-07
AMRC
0.00%AMERESCO INC
Shares1.4K
Event2026-03-31
Filed2026-05-07
DTM
0.00%DT MIDSTREAM INC
Shares269
Event2026-03-31
Filed2026-05-07
HALO
-0.91%HALOZYME THERAPEUTICS INC
Shares545
Event2026-03-31
Filed2026-05-07
RACE
0.00%FERRARI N V
Shares100
Event2026-03-31
Filed2026-05-07
BETA TECHNOLOGIES INC
41.88%BETA TECHNOLOGIES INC
Shares2.3K
Event2026-03-31
Filed2026-05-07
MAR
0.00%MARRIOTT INTL INC NEW
Shares100
Event2026-03-31
Filed2026-05-07
OXY
0.00%OCCIDENTAL PETE CORP
Shares500
Event2026-03-31
Filed2026-05-07
MET
0.00%METLIFE INC
Shares464
Event2026-03-31
Filed2026-05-07
ESML
19.68%ISHARES TR
Shares675
Event2026-03-31
Filed2026-05-07
VZ
-75.82%VERIZON COMMUNICATIONS INC
Shares637
Event2026-03-31
Filed2026-05-07
GME
0.00%GAMESTOP CORP
Shares1.4K
Event2026-03-31
Filed2026-05-07
CPRT
0.00%COPART INC
Shares910
Event2026-03-31
Filed2026-05-07
PCYO
0.00%PURE CYCLE CORP
Shares3.0K
Event2026-03-31
Filed2026-05-07
COP
-81.43%CONOCOPHILLIPS
Shares228
Event2026-03-31
Filed2026-05-07
PSA
0.00%PUBLIC STORAGE OPER CO
Shares111
Event2026-03-31
Filed2026-05-07
TDVG
-24.11%T ROWE PRICE ETF INC
Shares683
Event2026-03-31
Filed2026-05-07
KR
0.00%KROGER CO
Shares404
Event2026-03-31
Filed2026-05-07
AOS
0.00%SMITH A O CORP
Shares435
Event2026-03-31
Filed2026-05-07
WBD
0.00%WARNER BROS DISCOVERY INC
Shares1.0K
Event2026-03-31
Filed2026-05-07
ENSG
-15.38%ENSIGN GROUP INC
Shares143
Event2026-03-31
Filed2026-05-07
ABNB
0.00%AIRBNB INC
Shares225
Event2026-03-31
Filed2026-05-07
EXR
1.42%EXTRA SPACE STORAGE INC
Shares215
Event2026-03-31
Filed2026-05-07
GLXY
0.00%GALAXY DIGITAL INC.
Shares1.5K
Event2026-03-31
Filed2026-05-07
PSMT
0.00%PRICESMART INC
Shares178
Event2026-03-31
Filed2026-05-07
DTE
0.00%DTE ENERGY CO
Shares180
Event2026-03-31
Filed2026-05-07
EPD
0.00%ENTERPRISE PRODS PARTNERS L
Shares700
Event2026-03-31
Filed2026-05-07
QTEC
0.00%FIRST TR EXCHANGE-TRADED FD
Shares120
Event2026-03-31
Filed2026-05-07
ITW
0.00%ILLINOIS TOOL WKS INC
Shares100
Event2026-03-31
Filed2026-05-07
NYT
0.00%NEW YORK TIMES CO MTN BE
Shares314
Event2026-03-31
Filed2026-05-07
ROCKET LAB CORP
33.33%ROCKET LAB CORP
Shares400
Event2026-03-31
Filed2026-05-07
TMUS
-37.50%T-MOBILE US INC
Shares125
Event2026-03-31
Filed2026-05-07
ADP
0.00%AUTOMATIC DATA PROCESSING IN
Shares125
Event2026-03-31
Filed2026-05-07
EMR
0.00%EMERSON ELEC CO
Shares190
Event2026-03-31
Filed2026-05-07
LMAT
0.00%LEMAITRE VASCULAR INC
Shares228
Event2026-03-31
Filed2026-05-07
LFUS
-23.47%LITTELFUSE INC
Shares75
Event2026-03-31
Filed2026-05-07
MTDR
-18.31%MATADOR RES CO
Shares397
Event2026-03-31
Filed2026-05-07
UNP
0.00%UNION PAC CORP
Shares102
Event2026-03-31
Filed2026-05-07
VMI
0.00%VALMONT INDS INC
Shares63
Event2026-03-31
Filed2026-05-07
WCC
-21.19%WESCO INTL INC
Shares93
Event2026-03-31
Filed2026-05-07
PUTNAM ETF TRUST
0.00%PUTNAM ETF TRUST
Shares2.7K
Event2026-03-31
Filed2026-05-07
HPE
0.00%HEWLETT PACKARD ENTERPRISE C
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Event2026-03-31
Filed2026-05-07
NVT
0.00%NVENT ELEC PLC
Shares207
Event2026-03-31
Filed2026-05-07
HACK
0.00%AMPLIFY ETF TR
Shares300
Event2026-03-31
Filed2026-05-07
UPS
0.00%UNITED PARCEL SVCS INC
Shares229
Event2026-03-31
Filed2026-05-07
BOTZ
0.00%GLOBAL X FDS
Shares700
Event2026-03-31
Filed2026-05-07
DGX
0.00%QUEST DIAGNOSTICS INC
Shares117
Event2026-03-31
Filed2026-05-07
AAON
0.00%AAON INC
Shares260
Event2026-03-31
Filed2026-05-07
BF.B
0.00%BROWN FORMAN CORP
Shares837
Event2026-03-31
Filed2026-05-07
KLIC
-29.27%KULICKE &SOFFA INDS INC
Shares331
Event2026-03-31
Filed2026-05-07
NDSN
0.00%NORDSON CORP
Shares84
Event2026-03-31
Filed2026-05-07
TNL
-14.44%TRAVEL PLUS LEISURE CO
Shares320
Event2026-03-31
Filed2026-05-07
CTRE
0.00%CARETRUST REIT INC
Shares588
Event2026-03-31
Filed2026-05-07
YOU
-35.86%CLEAR SECURE INC
Shares456
Event2026-03-31
Filed2026-05-07
CROWN CASTLE INC
1.48%CROWN CASTLE INC
Shares275
Event2026-03-31
Filed2026-05-07
CGNX
0.00%COGNEX CORP
Shares438
Event2026-03-31
Filed2026-05-07
FMS
0.00%FRESENIUS MEDICAL CARE AG
Shares944
Event2026-03-31
Filed2026-05-07
POWI
0.00%POWER INTEGRATIONS INC
Shares412
Event2026-03-31
Filed2026-05-07
RS
0.00%RELIANCE INC
Shares69
Event2026-03-31
Filed2026-05-07
EHC
21.67%ENCOMPASS HEALTH CORP
Shares219
Event2026-03-31
Filed2026-05-07
PRDO
24.17%PERDOCEO ED CORP
Shares560
Event2026-03-31
Filed2026-05-07
SEE
0.00%SEALED AIR CORP NEW
Shares488
Event2026-03-31
Filed2026-05-07
AZZ
0.00%AZZ INC
Shares156
Event2026-03-31
Filed2026-05-07
BHP
0.00%BHP BILLITON LIMITED
Shares275
Event2026-03-31
Filed2026-05-07
BC
0.00%BRUNSWICK CORP
Shares269
Event2026-03-31
Filed2026-05-07
CPK
0.00%CHESAPEAKE UTILS CORP
Shares156
Event2026-03-31
Filed2026-05-07
CITIGROUP INC
0.00%CITIGROUP INC
Shares175
Event2026-03-31
Filed2026-05-07
HOMB
0.00%HOME BANCSHARES INC
Shares748
Event2026-03-31
Filed2026-05-07
RGLD
-18.37%ROYAL GOLD INC
Shares80
Event2026-03-31
Filed2026-05-07
SXI
0.00%STANDEX INTL CORP
Shares79
Event2026-03-31
Filed2026-05-07
CMCSA
0.59%COMCAST CORP NEW
Shares683
Event2026-03-31
Filed2026-05-07
TRNO
0.00%TERRENO RLTY CORP
Shares326
Event2026-03-31
Filed2026-05-07
NLR
0.00%VANECK ETF TRUST
Shares150
Event2026-03-31
Filed2026-05-07
STERIS PLC
0.00%STERIS PLC
Shares90
Event2026-03-31
Filed2026-05-07
CASY
-27.78%CASEYS GEN STORES INC
Shares26
Event2026-03-31
Filed2026-05-07
CHDN
22.16%CHURCHILL DOWNS INC
Shares215
Event2026-03-31
Filed2026-05-07
DKS
0.00%DICKS SPORTING GOODS INC
Shares98
Event2026-03-31
Filed2026-05-07
LSTR
0.00%LANDSTAR SYS INC
Shares120
Event2026-03-31
Filed2026-05-07
LULU
0.00%LULULEMON ATHLETICA INC
Shares125
Event2026-03-31
Filed2026-05-07
HP INC
0.00%HP INC
Shares1.0K
Event2026-03-31
Filed2026-05-07
RHP
0.00%RYMAN HOSPITALITY PPTYS INC
Shares204
Event2026-03-31
Filed2026-05-07
CSL
0.00%CARLISLE COS INC
Shares55
Event2026-03-31
Filed2026-05-07
DE
0.00%DEERE &CO
Shares31
Event2026-03-31
Filed2026-05-07
JKHY
0.00%HENRY JACK &ASSOC INC
Shares117
Event2026-03-31
Filed2026-05-07
MORN
37.97%MORNINGSTAR INC
Shares109
Event2026-03-31
Filed2026-05-07
NSSC
NewNAPCO SEC TECHNOLOGIES INC
Shares452
Event2026-03-31
Filed2026-05-07
PB
0.00%PROSPERITY BANCSHARES INC
Shares267
Event2026-03-31
Filed2026-05-07
BSY
33.33%BENTLEY SYS INC
Shares508
Event2026-03-31
Filed2026-05-07
GFL
0.00%GFL ENVIRONMENTAL INC
Shares434
Event2026-03-31
Filed2026-05-07
KBR
18.27%KBR INC
Shares479
Event2026-03-31
Filed2026-05-07
SFBS
NewSERVISFIRST BANCSHARES INC
Shares254
Event2026-03-31
Filed2026-05-07
TRU
0.00%TRANSUNION
Shares259
Event2026-03-31
Filed2026-05-07
OLED
20.13%UNIVERSAL DISPLAY CORP
Shares191
Event2026-03-31
Filed2026-05-07
PATK
88.89%PATRICK INDS INC
Shares153
Event2026-03-31
Filed2026-05-07
FSV
23.47%FIRSTSERVICE CORP NEW
Shares121
Event2026-03-31
Filed2026-05-07
PRI
0.00%PRIMERICA INC
Shares67
Event2026-03-31
Filed2026-05-07
USPH
0.00%U S PHYSICAL THERAPY
Shares224
Event2026-03-31
Filed2026-05-07
JOBY
0.00%JOBY AVIATION INC
Shares2.1K
Event2026-03-31
Filed2026-05-07
BXP
0.00%BXP INC
Shares300
Event2026-03-31
Filed2026-05-07
CMS
0.00%CMS ENERGY CORP
Shares203
Event2026-03-31
Filed2026-05-07
HLNE
0.00%HAMILTON LANE INC
Shares163
Event2026-03-31
Filed2026-05-07
IWM
-14.86%ISHARES TR
Shares63
Event2026-03-31
Filed2026-05-07
BROOKFIELD INFRASTRUCTURE CO
0.00%BROOKFIELD INFRASTRUCTURE CO
Shares410
Event2026-03-31
Filed2026-05-07
DPZ
0.00%DOMINOS PIZZA INC
Shares44
Event2026-03-31
Filed2026-05-07
ESGD
22.06%ISHARES TR
Shares166
Event2026-03-31
Filed2026-05-07
SDG
28.29%ISHARES TR
Shares195
Event2026-03-31
Filed2026-05-07
CRM
0.00%SALESFORCE INC
Shares86
Event2026-03-31
Filed2026-05-07
VLTO
NewVERALTO CORP
Shares184
Event2026-03-31
Filed2026-05-07
WTAI
0.00%WISDOMTREE TR
Shares575
Event2026-03-31
Filed2026-05-07
ARM
0.00%ARM HOLDINGS PLC
Shares100
Event2026-03-31
Filed2026-05-07
ECL
0.00%ECOLAB INC
Shares58
Event2026-03-31
Filed2026-05-07
NKE
0.00%NIKE INC
Shares292
Event2026-03-31
Filed2026-05-07
BIIB
0.00%BIOGEN INC
Shares83
Event2026-03-31
Filed2026-05-07
CHE
0.00%CHEMED CORP NEW
Shares41
Event2026-03-31
Filed2026-05-07
CNS
0.00%COHEN &STEERS INC
Shares240
Event2026-03-31
Filed2026-05-07
EVLV
0.00%EVOLV TECHNOLOGIES HLDNGS IN
Shares2.5K
Event2026-03-31
Filed2026-05-07
JCE
0.00%NUVEEN CORE EQUITY ALPHA FD
Shares1.0K
Event2026-03-31
Filed2026-05-07
UBER
0.00%UBER TECHNOLOGIES INC
Shares210
Event2026-03-31
Filed2026-05-07
GILT
0.00%GILAT SATELLITE NETWORKS LTD
Shares1.0K
Event2026-03-31
Filed2026-05-07
BAH
0.00%BOOZ ALLEN HAMILTON HLDG COR
Shares184
Event2026-03-31
Filed2026-05-07
CVS
0.00%CVS HEALTH CORP
Shares200
Event2026-03-31
Filed2026-05-07
FETH
-5.48%FIDELITY ETHEREUM FD
Shares690
Event2026-03-31
Filed2026-05-07
SNX
NewTD SYNNEX CORPORATION
Shares81
Event2026-03-31
Filed2026-05-07
ATR
0.00%APTARGROUP INC
Shares105
Event2026-03-31
Filed2026-05-07
BA
-60.98%BOEING CO
Shares64
Event2026-03-31
Filed2026-05-07
FLR
0.00%FLUOR CORP
Shares268
Event2026-03-31
Filed2026-05-07
NVO
40.00%NOVO-NORDISK A S
Shares350
Event2026-03-31
Filed2026-05-07
PEGA
NewPEGASYSTEMS INC
Shares304
Event2026-03-31
Filed2026-05-07
WING
0.00%WINGSTOP INC
Shares86
Event2026-03-31
Filed2026-05-07
EE
NewEXCELERATE ENERGY INC
Shares398
Event2026-03-31
Filed2026-05-07
SOLSTICE ADVANCED MATLS INC
0.00%SOLSTICE ADVANCED MATLS INC
Shares175
Event2026-03-31
Filed2026-05-07
UFPI
0.00%UFP INDUSTRIES INC
Shares140
Event2026-03-31
Filed2026-05-07
CMP
0.00%COMPASS MINERALS INTL INC
Shares500
Event2026-03-31
Filed2026-05-07
ROBT
0.00%FIRST TR EXCHANGE TRADED FD
Shares250
Event2026-03-31
Filed2026-05-07
GEHC
0.00%GE HEALTHCARE TECHNOLOGIES I
Shares165
Event2026-03-31
Filed2026-05-07
KNSL
0.00%KINSALE CAP GROUP INC
Shares34
Event2026-03-31
Filed2026-05-07
MCK
0.00%MCKESSON CORP
Shares14
Event2026-03-31
Filed2026-05-07
TBN
0.00%TAMBORAN RES CORP
Shares250
Event2026-03-31
Filed2026-05-07
ANNALY CAPITAL MANAGEMENT IN
0.00%ANNALY CAPITAL MANAGEMENT IN
Shares500
Event2026-03-31
Filed2026-05-07
NOC
0.00%NORTHROP GRUMMAN CORP
Shares16
Event2026-03-31
Filed2026-05-07
SHW
0.00%SHERWIN WILLIAMS CO
Shares35
Event2026-03-31
Filed2026-05-07
POOL
0.00%POOL CORP
Shares55
Event2026-03-31
Filed2026-05-07
SYM
0.00%SYMBOTIC INC
Shares200
Event2026-03-31
Filed2026-05-07
AMGN
0.00%AMGEN INC
Shares28
Event2026-03-31
Filed2026-05-07
SOXX
0.00%ISHARES TR
Shares30
Event2026-03-31
Filed2026-05-07
ISRG
0.00%INTUITIVE SURGICAL INC
Shares22
Event2026-03-31
Filed2026-05-07
SPSM
0.00%SPDR SERIES TRUST
Shares214
Event2026-03-31
Filed2026-05-07
TPB
NewTURNING PT BRANDS INC
Shares113
Event2026-03-31
Filed2026-05-07
SPOT
33.33%SPOTIFY TECHNOLOGY S A
Shares20
Event2026-03-31
Filed2026-05-07
RVTY
0.00%REVVITY INC
Shares100
Event2026-03-31
Filed2026-05-07
CNXC
0.00%CONCENTRIX CORP
Shares347
Event2026-03-31
Filed2026-05-07
AVUS
0.00%AMERICAN CENTY ETF TR
Shares75
Event2026-03-31
Filed2026-05-07
THE CIGNA GROUP
0.00%THE CIGNA GROUP
Shares31
Event2026-03-31
Filed2026-05-07
GILD
0.00%GILEAD SCIENCES INC
Shares56
Event2026-03-31
Filed2026-05-07
SNPS
0.00%SYNOPSYS INC
Shares20
Event2026-03-31
Filed2026-05-07
WMB
0.00%WILLIAMS COS INC
Shares109
Event2026-03-31
Filed2026-05-07
CRWD
0.00%CROWDSTRIKE HLDGS INC
Shares20
Event2026-03-31
Filed2026-05-07
EOG
0.00%EOG RES INC
Shares54
Event2026-03-31
Filed2026-05-07
ET
-5.76%ENERGY TRANSFER L P
Shares409
Event2026-03-31
Filed2026-05-07
SPHQ
0.00%INVESCO EXCHANGE TRADED FD T
Shares102
Event2026-03-31
Filed2026-05-07
ESGE
19.05%ISHARES INC
Shares175
Event2026-03-31
Filed2026-05-07
NXST
-59.09%NEXSTAR MEDIA GROUP INC
Shares45
Event2026-03-31
Filed2026-05-07
WELL
0.00%WELLTOWER INC
Shares42
Event2026-03-31
Filed2026-05-07
CLEARSIGN TECHNOLOGIES CORP
NewCLEARSIGN TECHNOLOGIES CORP
Shares1.6K
Event2026-03-31
Filed2026-05-07
GLW
0.00%CORNING INC
Shares50
Event2026-03-31
Filed2026-05-07
SCHW
0.00%SCHWAB CHARLES CORP
Shares77
Event2026-03-31
Filed2026-05-07
USB
0.00%US BANCORP
Shares140
Event2026-03-31
Filed2026-05-07
AYI
NewACUITY INC
Shares24
Event2026-03-31
Filed2026-05-07
BWXT
0.00%BWX TECHNOLOGIES INC
Shares36
Event2026-03-31
Filed2026-05-07
BLACKROCK INC
0.00%BLACKROCK INC
Shares7
Event2026-03-31
Filed2026-05-07
CEG
0.00%CONSTELLATION ENERGY CORP
Shares26
Event2026-03-31
Filed2026-05-07
EQX
NewEQUINOX GOLD CORP
Shares500
Event2026-03-31
Filed2026-05-07
KVUE
0.00%KENVUE INC
Shares400
Event2026-03-31
Filed2026-05-07
NMAX
0.00%NEWSMAX INC
Shares1.4K
Event2026-03-31
Filed2026-05-07
ACCENTURE PLC IRELAND
0.00%ACCENTURE PLC IRELAND
Shares33
Event2026-03-31
Filed2026-05-07
CDNS
0.00%CADENCE DESIGN SYSTEM INC
Shares20
Event2026-03-31
Filed2026-05-07
QCOM
0.00%QUALCOMM INC
Shares45
Event2026-03-31
Filed2026-05-07
PSCE
0.00%INVESCO EXCH TRADED FD TR II
Shares100
Event2026-03-31
Filed2026-05-07
FI
0.00%FISERV INC
Shares84
Event2026-03-31
Filed2026-05-07
HE
0.00%HAWAIIAN ELEC INDS INC MTN B
Shares310
Event2026-03-31
Filed2026-05-07
UA
0.00%UNDER ARMOUR INC
Shares860
Event2026-03-31
Filed2026-05-07
HLX
0.00%HELIX ENERGY SOLUTIONS GRP I
Shares500
Event2026-03-31
Filed2026-05-07
MOS
0.00%MOSAIC CO
Shares200
Event2026-03-31
Filed2026-05-07
ASML
-33.33%ASML HLDG NV
Shares4
Event2026-03-31
Filed2026-05-07
CDW
0.00%CDW CORP
Shares35
Event2026-03-31
Filed2026-05-07
DELL
0.00%DELL TECHNOLOGIES INC
Shares22
Event2026-03-31
Filed2026-05-07
IHAK
0.00%ISHARES TR
Shares100
Event2026-03-31
Filed2026-05-07
KKR &CO INC
0.00%KKR &CO INC
Shares45
Event2026-03-31
Filed2026-05-07
COIN
0.00%COINBASE GLOBAL INC
Shares17
Event2026-03-31
Filed2026-05-07
RC
0.00%READY CAPITAL CORP
Shares1.7K
Event2026-03-31
Filed2026-05-07
VTR
0.00%VENTAS INC
Shares39
Event2026-03-31
Filed2026-05-07
PHVS
0.00%PHARVARIS N V
Shares100
Event2026-03-31
Filed2026-05-07
AMTM
0.00%AMENTUM HOLDINGS INC
Shares69
Event2026-03-31
Filed2026-05-07
AIG
0.00%AMERICAN INTL GROUP INC
Shares33
Event2026-03-31
Filed2026-05-07
BBY
0.00%BEST BUY INC
Shares35
Event2026-03-31
Filed2026-05-07
ETHE
0.00%GRAYSCALE ETHEREUM STAKING E
Shares125
Event2026-03-31
Filed2026-05-07
TLT
NewISHARES TR
Shares18
Event2026-03-31
Filed2026-05-07
IGF
NewISHARES TR
Shares23
Event2026-03-31
Filed2026-05-07
VIG
NewVANGUARD SPECIALIZED FUNDS
Shares7
Event2026-03-31
Filed2026-05-07
JPST
322.22%J P MORGAN EXCHANGE TRADED F
Shares38
Event2026-03-31
Filed2026-05-07
DBMF
NewLITMAN GREGORY FDS TR
Shares80
Event2026-03-31
Filed2026-05-07
NIO
0.00%NIO INC
Shares250
Event2026-03-31
Filed2026-05-07
UPST
0.00%UPSTART HLDGS INC
Shares75
Event2026-03-31
Filed2026-05-07
VRTS
NewVIRTUS INVT PARTNERS INC
Shares12
Event2026-03-31
Filed2026-05-07
CLNE
0.00%CLEAN ENERGY FUELS CORP
Shares220
Event2026-03-31
Filed2026-05-07
F
-1.96%FORD MTR CO
Shares50
Event2026-03-31
Filed2026-05-07
ONTO
0.00%ONTO INNOVATION INC
Shares7
Event2026-03-31
Filed2026-05-07
PTEN
NewPATTERSON-UTI ENERGY INC
Shares50
Event2026-03-31
Filed2026-05-07
PFE
0.00%PFIZER INC
Shares52
Event2026-03-31
Filed2026-05-07
SBUX
0.00%STARBUCKS CORP
Shares9
Event2026-03-31
Filed2026-05-07
VERSANT MEDIA GROUP INC
NewVERSANT MEDIA GROUP INC
Shares26
Event2026-03-31
Filed2026-05-07
ADEA
0.00%ADEIA INC
Shares43
Event2026-03-31
Filed2026-05-07
BGI
0.00%BIRKS GROUP INC
Shares1.8K
Event2026-03-31
Filed2026-05-07
BHF
0.00%BRIGHTHOUSE FINL INC
Shares12
Event2026-03-31
Filed2026-05-07
DRAFTKINGS INC NEW
-33.33%DRAFTKINGS INC NEW
Shares50
Event2026-03-31
Filed2026-05-07
GAMESTOP CORP NEW
0.00%GAMESTOP CORP NEW
Shares136
Event2026-03-31
Filed2026-05-07
JD
0.00%JD.COM INC
Shares25
Event2026-03-31
Filed2026-05-07
KD
0.00%KYNDRYL HLDGS INC
Shares51
Event2026-03-31
Filed2026-05-07
DIA
0.00%STATE STR SPDR DOW JONES IND
Shares3
Event2026-03-31
Filed2026-05-07
XLF
0.00%SELECT SECTOR SPDR TR
Shares25
Event2026-03-31
Filed2026-05-07
SOLV
0.00%SOLVENTUM CORP
Shares18
Event2026-03-31
Filed2026-05-07
FORESIGHT AUTONOMOUS HLDGS L
NewFORESIGHT AUTONOMOUS HLDGS L
Shares2
Event2026-03-31
Filed2026-05-07
GERN
0.00%GERON CORP
Shares300
Event2026-03-31
Filed2026-05-07
ICLN
0.00%ISHARES TR
Shares17
Event2026-03-31
Filed2026-05-07
MARA
0.00%MARA HOLDINGS INC
Shares25
Event2026-03-31
Filed2026-05-07
MAT
0.00%MATTEL INC
Shares5
Event2026-03-31
Filed2026-05-07
MLCO
NewMELCO RESORTS AND ENTMNT LTD
Shares50
Event2026-03-31
Filed2026-05-07
NMRA
0.00%NEUMORA THERAPEUTICS INC.
Shares220
Event2026-03-31
Filed2026-05-07
TGT
0.00%TARGET CORP
Shares2
Event2026-03-31
Filed2026-05-07
ACHR
0.00%ARCHER AVIATION INC
Shares50
Event2026-03-31
Filed2026-05-07
ATRIUM THERAPEUTICS INC
NewATRIUM THERAPEUTICS INC
Shares5
Event2026-03-31
Filed2026-05-07
ETH
0.00%GRAYSCALE ETHEREUM STAKING
Shares12
Event2026-03-31
Filed2026-05-07
LFMD
0.00%LIFEMD INC
Shares100
Event2026-03-31
Filed2026-05-07
NWSA
0.00%NEWS CORP NEW
Shares1
Event2026-03-31
Filed2026-05-07
OPK
0.00%OPKO HEALTH INC
Shares100
Event2026-03-31
Filed2026-05-07
OGN
0.00%ORGANON &CO
Shares20
Event2026-03-31
Filed2026-05-07
NOBL
0.00%PROSHARES TR
Shares1
Event2026-03-31
Filed2026-05-07
XLP
0.00%SELECT SECTOR SPDR TR
Shares1
Event2026-03-31
Filed2026-05-07
XLU
0.00%SELECT SECTOR SPDR TR
Shares2
Event2026-03-31
Filed2026-05-07
SOFI
0.00%SOFI TECHNOLOGIES INC
Shares25
Event2026-03-31
Filed2026-05-07
VTRS
0.00%VIATRIS INC
Shares6
Event2026-03-31
Filed2026-05-07
VYNE THERAPEUTICS INC
0.00%VYNE THERAPEUTICS INC
Shares350
Event2026-03-31
Filed2026-05-07
XPERI INC
0.00%XPERI INC
Shares17
Event2026-03-31
Filed2026-05-07
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available