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The Analysis of Centurion Wealth Management LLC's Holdings & P&L

Currently, Centurion Wealth Management LLC holds 307 types of securities in its portfolio with a total value $442.9M. In the most recent quarter, they have increased their positions in SPYI (+210.5K shares, valued at $10.4M), QGRW (+112.2K shares, valued at $6.0M), N/A (+177.2K shares, valued at $4.9M); decreased their positions in JEPI (-166.5K shares, valued at $9.4M), AAPL (-27.0K shares, valued at $6.8M), DTCR (-216.7K shares, valued at $5.2M); initiated new positions in SPYI (+210.5K shares, valued at $10.4M), QGRW (+112.2K shares, valued at $6.0M), N/A (+177.2K shares, valued at $4.9M).

1M P&L

+15.4M+3.62%

3M P&L

+17.1M+4.04%

HY P&L

+26.1M+6.31%

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/A309.5M

76.8%

2Consumer Electronics12.1M

3.0%

3Semiconductors10.1M

2.5%

Top Industries by Stock Count

1N/A156 stocks

55.3%

2Software - Application9 stocks

3.2%

3Semiconductors6 stocks

2.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GSLC GOLDMAN SACHS ETF TR219.2K shares19.44%2026-03-312026-04-13

JEPQ J P MORGAN EXCHANGE TRADED F265.8K shares5.52%2026-03-312026-04-13

IVV ISHARES TR22.1K shares1.02%2026-03-312026-04-13

AAPL APPLE INC47.7K shares-36.10%2026-03-312026-04-13

SPYI NEOS ETF TRUST210.5K sharesnew addition2026-03-312026-04-13

JBND J P MORGAN EXCHANGE TRADED F179.4K shares10.21%2026-03-312026-04-13

NOBL PROSHARES TR85.3K shares13.93%2026-03-312026-04-13

DYNF BLACKROCK ETF TRUST154.7K shares1.38%2026-03-312026-04-13

Sponsored

NVDA NVIDIA CORPORATION45.6K shares-29.71%2026-03-312026-04-13

IUSB ISHARES TR162.0K shares1.86%2026-03-312026-04-13

VANGUARD INDEX FDS VANGUARD INDEX FDS12.4K shares16.99%2026-03-312026-04-13

ZROZ PIMCO ETF TR110.7K shares6.25%2026-03-312026-04-13

IEMG ISHARES INC89.0K shares-5.93%2026-03-312026-04-13

AIQ GLOBAL X FDS132.5K shares4.85%2026-03-312026-04-13

IVW ISHARES TR54.2K shares2.05%2026-03-312026-04-13

QUAL ISHARES TR31.8K shares-1.98%2026-03-312026-04-13

Sponsored

QGRW WISDOMTREE TR112.2K sharesnew addition2026-03-312026-04-13

JEPI J P MORGAN EXCHANGE TRADED F101.0K shares-62.26%2026-03-312026-04-13

GLTR ABRDN PRECIOUS METALS BASKET25.9K shares-21.82%2026-03-312026-04-13

IVE ISHARES TR25.7K shares4.14%2026-03-312026-04-13

COHEN & STEERS ETF TRUST COHEN & STEERS ETF TRUST177.2K sharesnew addition2026-03-312026-04-13

VIG VANGUARD SPECIALIZED FUNDS21.5K shares-0.89%2026-03-312026-04-13

AMZN AMAZON COM INC21.2K shares-5.42%2026-03-312026-04-13

ETFS GOLD TR ETFS GOLD TR93.6K shares-1.32%2026-03-312026-04-13

Sponsored

OEF ISHARES TR12.9K shares-26.97%2026-03-312026-04-13

EFV ISHARES TR53.6K shares-0.10%2026-03-312026-04-13

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II56.5K shares-4.86%2026-03-312026-04-13

MSFT MICROSOFT CORP10.7K shares-33.97%2026-03-312026-04-13

JPIE J P MORGAN EXCHANGE TRADED F78.3K shares29.08%2026-03-312026-04-13

IBIT ISHARES BITCOIN TRUST ETF91.0K shares9.51%2026-03-312026-04-13

FNDF SCHWAB STRATEGIC TR69.4K shares13.59%2026-03-312026-04-13

BINC BLACKROCK ETF TRUST II64.9K shares2.50%2026-03-312026-04-13

Sponsored

MBB ISHARES TR35.0K shares1.99%2026-03-312026-04-13

ALPHABET INC ALPHABET INC11.5K shares-2.56%2026-03-312026-04-13

TLH ISHARES TR32.6K shares5.21%2026-03-312026-04-13

GDX VANECK ETF TRUST35.5K shares1.43%2026-03-312026-04-13

BAI BLACKROCK ETF TRUST97.6K shares10.13%2026-03-312026-04-13

IAGG ISHARES TR62.2K shares11.38%2026-03-312026-04-13

VTI VANGUARD INDEX FDS9.5K shares3.33%2026-03-312026-04-13

SPY STATE STR SPDR S&P 500 ETF T4.6K shares-4.58%2026-03-312026-04-13

Sponsored

COWG PACER FDS TR88.0K shares11.06%2026-03-312026-04-13

VTIP VANGUARD MALVERN FDS58.7K shares3.07%2026-03-312026-04-13

ISHARES GOLD TR ISHARES GOLD TR32.6K shares-11.23%2026-03-312026-04-13

THRO BLACKROCK ETF TRUST73.9K shares8.44%2026-03-312026-04-13

FNDB SCHWAB STRATEGIC TR94.3K shares7.14%2026-03-312026-04-13

COWZ PACER FDS TR39.8K shares8.56%2026-03-312026-04-13

VIGI VANGUARD WHITEHALL FDS27.7K shares-3.22%2026-03-312026-04-13

ALPHABET INC ALPHABET INC8.0K shares-25.90%2026-03-312026-04-13

Sponsored

FNDE SCHWAB STRATEGIC TR59.4K shares3.48%2026-03-312026-04-13

VYM VANGUARD WHITEHALL FDS15.0K shares1.11%2026-03-312026-04-13

VRIG INVESCO ACTIVELY MANAGED EXC85.8K shares0.03%2026-03-312026-04-13

USMV ISHARES TR23.0K shares0.20%2026-03-312026-04-13

DGRO ISHARES TR29.8K shares-0.41%2026-03-312026-04-13

TSLA TESLA INC5.6K shares-0.54%2026-03-312026-04-13

FVD FIRST TR EXCHANGE-TRADED FD43.8K shares1.26%2026-03-312026-04-13

XOM EXXON MOBIL CORP11.9K shares-0.20%2026-03-312026-04-13

Sponsored

DTCR GLOBAL X FDS80.1K shares-73.00%2026-03-312026-04-13

XLU SELECT SECTOR SPDR TR41.4K shares-70.59%2026-03-312026-04-13

INVESCO QQQ TR INVESCO QQQ TR3.2K shares1.38%2026-03-312026-04-13

GOVT ISHARES TR81.6K shares208.68%2026-03-312026-04-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.8K shares-15.10%2026-03-312026-04-13

V VISA INC6.0K shares2.20%2026-03-312026-04-13

JPM JPMORGAN CHASE & CO6.1K shares-9.02%2026-03-312026-04-13

SCHO SCHWAB STRATEGIC TR73.5K shares19.51%2026-03-312026-04-13

Sponsored

JNJ JOHNSON & JOHNSON7.2K shares-0.44%2026-03-312026-04-13

VMBS VANGUARD SCOTTSDALE FDS37.2K shares-3.99%2026-03-312026-04-13

LLY ELI LILLY & CO1.9K shares-2.58%2026-03-312026-04-13

MTUM ISHARES TR7.2K shares-5.19%2026-03-312026-04-13

FBND FIDELITY MERRIMACK STR TR37.5K shares39.53%2026-03-312026-04-13

FBCG FIDELITY COVINGTON TRUST33.7K shares2.77%2026-03-312026-04-13

SCHD SCHWAB STRATEGIC TR52.8K shares163.67%2026-03-312026-04-13

COST COSTCO WHOLESALE CORPORATION1.6K shares-25.78%2026-03-312026-04-13

Sponsored

VGSH VANGUARD SCOTTSDALE FDS26.0K shares0.02%2026-03-312026-04-13

PG PROCTER & GAMBLE CO10.1K shares0.00%2026-03-312026-04-13

VPLS VANGUARD MALVERN FDS18.7K shares0.02%2026-03-312026-04-13

VTEB VANGUARD MUN BD FDS28.0K shares-5.75%2026-03-312026-04-13

META META PLATFORMS INC2.4K shares-1.41%2026-03-312026-04-13

JCPB J P MORGAN EXCHANGE TRADED F28.8K shares6.34%2026-03-312026-04-13

DBND DOUBLELINE ETF TRUST29.4K shares3.52%2026-03-312026-04-13

CAT CATERPILLAR INC1.9K shares0.00%2026-03-312026-04-13

Sponsored

MLPA GLOBAL X FDS24.1K shares-1.76%2026-03-312026-04-13

BND VANGUARD BD INDEX FDS15.9K shares0.42%2026-03-312026-04-13

CMI CUMMINS INC2.1K shares0.00%2026-03-312026-04-13

FALN ISHARES TR41.8K shares0.07%2026-03-312026-04-13

WMT WALMART INC8.5K shares1.47%2026-03-312026-04-13

NEAR ISHARES U S ETF TR20.7K shares1.68%2026-03-312026-04-13

BROADCOM INC BROADCOM INC3.4K shares27.81%2026-03-312026-04-13

EMB ISHARES TR11.1K shares-17.13%2026-03-312026-04-13

Sponsored

LVHD LEGG MASON ETF INVT23.8K shares-39.58%2026-03-312026-04-13

FLTB FIDELITY MERRIMACK STR TR19.6K shares0.20%2026-03-312026-04-13

MUB ISHARES TR9.3K shares0.27%2026-03-312026-04-13

BDJ BLACKROCK ENHANCED EQUITY DI113.4K shares0.09%2026-03-312026-04-13

AMGN AMGEN INC2.8K shares-9.69%2026-03-312026-04-13

JMTG J P MORGAN EXCHANGE TRADED F18.9K shares53.17%2026-03-312026-04-13

NEE NEXTERA ENERGY INC10.4K shares-0.14%2026-03-312026-04-13

CORO BLACKROCK ETF TRUST29.6K sharesnew addition2026-03-312026-04-13

Sponsored

BOE BLACKROCK ENHANCED GLOBAL86.5K shares0.01%2026-03-312026-04-13

EFG ISHARES TR8.5K shares61.58%2026-03-312026-04-13

NFLX NETFLIX INC.9.7K shares7.84%2026-03-312026-04-13

KO COCA COLA CO12.3K shares-0.11%2026-03-312026-04-13

LVHI LEGG MASON ETF INVT23.1K shares141.07%2026-03-312026-04-13

IJR ISHARES TR7.5K shares-0.25%2026-03-312026-04-13

ACWX ISHARES TR13.6K sharesnew addition2026-03-312026-04-13

AVEM AMERICAN CENTY ETF TR11.1K shares45.89%2026-03-312026-04-13

Sponsored

KLIC KULICKE & SOFFA INDS INC13.5K shares0.00%2026-03-312026-04-13

TFLO ISHARES TR17.2K shares-40.69%2026-03-312026-04-13

ITA ISHARES TR3.9K shares-2.94%2026-03-312026-04-13

MA MASTERCARD INCORPORATED1.7K shares2.91%2026-03-312026-04-13

SHOP SHOPIFY INC7.0K shares13.63%2026-03-312026-04-13

SHEL SHELL PLC8.6K shares-0.35%2026-03-312026-04-13

EMLC VANECK ETF TRUST31.6K shares16.91%2026-03-312026-04-13

IJH ISHARES TR11.6K shares0.00%2026-03-312026-04-13

Sponsored

VLO VALERO ENERGY CORP3.1K shares0.00%2026-03-312026-04-13

CSCO CISCO SYS INC10.0K shares-0.66%2026-03-312026-04-13

XTEN BONDBLOXX ETF TRUST16.4K shares41.53%2026-03-312026-04-13

DIA STATE STR SPDR DOW JONES IND1.6K shares0.00%2026-03-312026-04-13

TSM TAIWAN SEMICONDUCTOR MANUFAC2.2K shares-5.93%2026-03-312026-04-13

VOOV VANGUARD ADMIRAL FDS INC3.6K shares-2.86%2026-03-312026-04-13

MGK VANGUARD WORLD FD2.0K shares-0.65%2026-03-312026-04-13

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-13

Sponsored

VCSH VANGUARD SCOTTSDALE FDS9.0K shares0.19%2026-03-312026-04-13

AMT AMERICAN TOWER CORP4.0K shares11.72%2026-03-312026-04-13

HD HOME DEPOT INC2.1K shares-0.24%2026-03-312026-04-13

DIS DISNEY WALT CO7.1K shares-2.15%2026-03-312026-04-13

DLR DIGITAL RLTY TR INC3.8K shares-0.03%2026-03-312026-04-13

TFC TRUIST FINL CORP14.9K shares-1.74%2026-03-312026-04-13

PALC PACER FDS TR13.0K shares6.55%2026-03-312026-04-13

UNH UNITEDHEALTH GROUP INC2.5K shares-4.13%2026-03-312026-04-13

Sponsored

ASGI ABRDN GLOBAL INFRA INCOME FU30.0K shares-0.69%2026-03-312026-04-13

SGDM SPROTT ETF TRUST8.7K shares0.00%2026-03-312026-04-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.3K shares12.25%2026-03-312026-04-13

SPTS SPDR SERIES TRUST22.0K shares-18.52%2026-03-312026-04-13

ASML ASML HLDG NV472 shares-6.72%2026-03-312026-04-13

VBR VANGUARD INDEX FDS2.9K shares-1.42%2026-03-312026-04-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.8K shares-19.58%2026-03-312026-04-13

IEFA ISHARES TR6.7K shares4.23%2026-03-312026-04-13

Sponsored

TT TRANE TECHNOLOGIES PLC1.5K shares0.00%2026-03-312026-04-13

ICVT ISHARES TR5.9K shares-26.46%2026-03-312026-04-13

MCD MCDONALDS CORP1.9K shares-1.18%2026-03-312026-04-13

BLACKROCK INC BLACKROCK INC609 shares0.16%2026-03-312026-04-13

JMST J P MORGAN EXCHANGE TRADED F11.4K shares-19.16%2026-03-312026-04-13

BAC BANK AMERICA CORP11.9K shares-0.28%2026-03-312026-04-13

SCHW SCHWAB CHARLES CORP6.1K shares-1.59%2026-03-312026-04-13

BLCR BLACKROCK ETF TRUST14.0K sharesnew addition2026-03-312026-04-13

Sponsored

ABBV ABBVIE INC2.6K shares15.03%2026-03-312026-04-13

WM WASTE MGMT INC DEL2.5K shares0.00%2026-03-312026-04-13

GE AEROSPACE GE AEROSPACE2.0K shares0.05%2026-03-312026-04-13

FFA FIRST TR ENHANCED EQUITY27.8K shares0.00%2026-03-312026-04-13

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II7.8K shares0.00%2026-03-312026-04-13

COP CONOCOPHILLIPS4.3K shares-4.92%2026-03-312026-04-13

ISRG INTUITIVE SURGICAL INC1.2K shares2.56%2026-03-312026-04-13

XLK SELECT SECTOR SPDR TR4.2K shares-4.57%2026-03-312026-04-13

Sponsored

MERCK & CO INC MERCK & CO INC4.6K shares-0.13%2026-03-312026-04-13

FTEC FIDELITY COVINGTON TRUST2.6K shares-0.08%2026-03-312026-04-13

AGX ARGAN INC1.0K shares0.00%2026-03-312026-04-13

EATON CORP PLC EATON CORP PLC1.5K shares0.33%2026-03-312026-04-13

AXP AMERICAN EXPRESS CO1.8K shares-1.27%2026-03-312026-04-13

SPMO INVESCO EXCH TRADED FD TR II4.7K shares57.16%2026-03-312026-04-13

SAIC SCIENCE APPLICATIONS INTL CO5.6K shares-20.74%2026-03-312026-04-13

AMAT APPLIED MATLS INC1.5K shares12.55%2026-03-312026-04-13

Sponsored

JPIB J P MORGAN EXCHANGE TRADED F11.0K sharesnew addition2026-03-312026-04-13

MMM 3M CO3.6K shares-0.25%2026-03-312026-04-13

IHAK ISHARES TR11.8K shares-88.33%2026-03-312026-04-13

FLTR VANECK ETF TRUST20.0K shares0.00%2026-03-312026-04-13

JPC NUVEEN PFD & INCOME OPPORTUN67.0K shares-1.13%2026-03-312026-04-13

GLD SPDR GOLD TR1.2K shares0.00%2026-03-312026-04-13

RSPG INVESCO EXCHANGE TRADED FD T4.6K shares0.00%2026-03-312026-04-13

NIE VIRTUS EQUITY & CONV INCM FD21.5K shares0.00%2026-03-312026-04-13

Sponsored

MCN XAI MADISON EQUITY PREMIUM I85.9K shares-0.62%2026-03-312026-04-13

MMTM SPDR SERIES TRUST1.8K shares-0.56%2026-03-312026-04-13

CRWD CROWDSTRIKE HLDGS INC1.3K shares11.14%2026-03-312026-04-13

EXTR EXTREME NETWORKS INC32.5K shares0.09%2026-03-312026-04-13

ORCL ORACLE CORP3.3K shares-1.19%2026-03-312026-04-13

TXN TEXAS INSTRS INC2.5K shares0.94%2026-03-312026-04-13

KYN KAYNE ANDERSON ENERGY INFRST33.0K shares0.00%2026-03-312026-04-13

CVX CHEVRON CORPORATION2.3K shares1.02%2026-03-312026-04-13

Sponsored

ENB ENBRIDGE INC8.6K shares-1.47%2026-03-312026-04-13

GEV GE VERNOVA INC533 shares0.00%2026-03-312026-04-13

LMT LOCKHEED MARTIN CORP758 shares-1.04%2026-03-312026-04-13

ETW EATON VANCE TAX-MANAGED GLOB52.0K shares0.00%2026-03-312026-04-13

WF WOORI FINL GROUP INC6.8K shares-6.80%2026-03-312026-04-13

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.2K shares-0.17%2026-03-312026-04-13

LOW LOWES COS INC1.9K shares-7.80%2026-03-312026-04-13

IDXX IDEXX LABS INC791 shares-1.62%2026-03-312026-04-13

Sponsored

MGNR AMERICAN BEACON SELECT FUNDS8.6K shares3.33%2026-03-312026-04-13

RTX RTX CORPORATION2.3K shares-0.09%2026-03-312026-04-13

JPST J P MORGAN EXCHANGE TRADED F8.6K shares-15.74%2026-03-312026-04-13

MAR MARRIOTT INTL INC NEW1.3K shares0.00%2026-03-312026-04-13

GMOI GMO ETF TRUST11.8K shares17.50%2026-03-312026-04-13

LCTU BLACKROCK ETF TRUST6.1K shares-0.53%2026-03-312026-04-13

INTC INTEL CORP9.5K sharesnew addition2026-03-312026-04-13

D DOMINION ENERGY INC6.7K shares-1.89%2026-03-312026-04-13

Sponsored

TGT TARGET CORP3.4K shares1.65%2026-03-312026-04-13

ELV ELEVANCE HEALTH INC FORMERLY1.4K shares0.72%2026-03-312026-04-13

PM PHILIP MORRIS INTL INC2.5K shares-0.92%2026-03-312026-04-13

BCD ABRDN ETFS11.2K shares0.00%2026-03-312026-04-13

ITOT ISHARES TR2.7K shares-3.42%2026-03-312026-04-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.9K shares-1.77%2026-03-312026-04-13

VTV VANGUARD INDEX FDS1.9K shares5.18%2026-03-312026-04-13

SPYG SPDR SERIES TRUST3.7K shares-1.70%2026-03-312026-04-13

Sponsored

AVK ADVENT CONV & INCOME FD32.8K shares0.05%2026-03-312026-04-13

ROCKET LAB CORP ROCKET LAB CORP5.6K shares-1.93%2026-03-312026-04-13

TJX TJX COS INC NEW2.2K shares-19.73%2026-03-312026-04-13

HWM HOWMET AEROSPACE INC1.5K shares2.95%2026-03-312026-04-13

VT VANGUARD INTL EQUITY INDEX F2.5K shares0.00%2026-03-312026-04-13

MO ALTRIA GROUP INC5.3K shares3.92%2026-03-312026-04-13

DSI ISHARES TR2.9K shares2.43%2026-03-312026-04-13

PFE PFIZER INC12.3K shares-1.88%2026-03-312026-04-13

Sponsored

EFAV ISHARES TR3.8K shares0.00%2026-03-312026-04-13

IYW ISHARES TR1.9K shares0.00%2026-03-312026-04-13

ARISTA NETWORKS INC ARISTA NETWORKS INC2.8K shares1.78%2026-03-312026-04-13

BHP BHP BILLITON LIMITED4.7K shares0.00%2026-03-312026-04-13

SNOW SNOWFLAKE INC2.2K shares12.48%2026-03-312026-04-13

FICO FAIR ISAAC CORP316 shares-13.66%2026-03-312026-04-13

IUSG ISHARES TR2.2K shares0.00%2026-03-312026-04-13

WFC WELLS FARGO & CO4.2K shares-0.28%2026-03-312026-04-13

Sponsored

PEP PEPSICO INC2.1K shares-0.37%2026-03-312026-04-13

SHLD GLOBAL X FDS4.7K sharesnew addition2026-03-312026-04-13

BKNG BOOKING HOLDINGS INC78 shares-27.78%2026-03-312026-04-13

NOW SERVICENOW INC3.1K shares11.22%2026-03-312026-04-13

LAMR LAMAR ADVERTISING CO2.6K shares-0.19%2026-03-312026-04-13

JQC NUVEEN CR STRATEGIES INCOME66.5K shares0.00%2026-03-312026-04-13

FDVV FIDELITY COVINGTON TRUST5.8K shares2.44%2026-03-312026-04-13

COF CAPITAL ONE FINL CORP1.7K shares0.64%2026-03-312026-04-13

Sponsored

CMG CHIPOTLE MEXICAN GRILL INC9.8K shares12.59%2026-03-312026-04-13

EVR EVERCORE INC1.1K shares0.00%2026-03-312026-04-13

GHY PGIM GLOBAL HIGH YIELD FD FO26.8K shares0.00%2026-03-312026-04-13

IWB ISHARES TR872 shares0.00%2026-03-312026-04-13

VEEV VEEVA SYS INC1.7K shares18.95%2026-03-312026-04-13

NOC NORTHROP GRUMMAN CORP445 shares-25.71%2026-03-312026-04-13

TDG TRANSDIGM GROUP INC261 shares2.35%2026-03-312026-04-13

XLG INVESCO EXCHANGE TRADED FD T5.5K shares1.47%2026-03-312026-04-13

Sponsored

SYSB ISHARES TR3.4K shares37.74%2026-03-312026-04-13

CMCSA COMCAST CORP NEW10.4K shares-9.92%2026-03-312026-04-13

EFA ISHARES TR3.0K shares0.00%2026-03-312026-04-13

PWB INVESCO EXCHANGE TRADED FD T2.3K shares0.00%2026-03-312026-04-13

WDI WESTERN ASSET DIVERSIFIED IN21.6K shares0.01%2026-03-312026-04-13

EAGG ISHARES TR6.1K shares-4.35%2026-03-312026-04-13

DGX QUEST DIAGNOSTICS INC1.5K shares-0.07%2026-03-312026-04-13

MEDTRONIC PLC MEDTRONIC PLC3.3K shares-1.35%2026-03-312026-04-13

Sponsored

SBUX STARBUCKS CORP3.1K shares-0.72%2026-03-312026-04-13

APD AIR PRODUCTS AND CHEMICALS I971 shares-23.84%2026-03-312026-04-13

ITRN ITURAN LOCATION AND CONTROL5.8K shares0.00%2026-03-312026-04-13

GS GOLDMAN SACHS GROUP INC333 shares-0.30%2026-03-312026-04-13

USXF ISHARES TR5.0K shares-2.06%2026-03-312026-04-13

VZ VERIZON COMMUNICATIONS INC5.5K shares-1.06%2026-03-312026-04-13

PFFV GLOBAL X FDS12.6K shares-11.80%2026-03-312026-04-13

TTD THE TRADE DESK INC12.1K shares55.14%2026-03-312026-04-13

Sponsored

IBM INTERNATIONAL BUSINESS MACHS1.1K shares-0.35%2026-03-312026-04-13

UNM UNUM GROUP3.8K shares0.00%2026-03-312026-04-13

LHX L3HARRIS TECHNOLOGIES INC785 shares0.26%2026-03-312026-04-13

SUSC ISHARES TR11.7K shares11.03%2026-03-312026-04-13

MS MORGAN STANLEY1.6K shares-2.43%2026-03-312026-04-13

IGSB ISHARES TR5.1K shares0.00%2026-03-312026-04-13

WDC WESTERN DIGITAL CORP1.0K sharesnew addition2026-03-312026-04-13

AOD ABRDN TOTAL DYNAMIC DIVIDEND29.1K shares0.10%2026-03-312026-04-13

Sponsored

AIT APPLIED INDL TECHNOLOGIES IN1.0K shares0.00%2026-03-312026-04-13

ADP AUTOMATIC DATA PROCESSING IN1.3K shares0.31%2026-03-312026-04-13

NUE NUCOR CORP1.5K shares0.00%2026-03-312026-04-13

IWV ISHARES TR700 shares0.00%2026-03-312026-04-13

FELV FIDELITY COVINGTON TRUST7.3K shares-2.19%2026-03-312026-04-13

SCCO SOUTHERN COPPER CORP1.5K shares0.68%2026-03-312026-04-13

UBS UBS GROUP AG6.5K shares0.00%2026-03-312026-04-13

JMUB J P MORGAN EXCHANGE TRADED F5.1K shares0.00%2026-03-312026-04-13

Sponsored

VRTX VERTEX PHARMACEUTICALS INC561 shares-6.97%2026-03-312026-04-13

WELL WELLTOWER INC1.3K shares0.00%2026-03-312026-04-13

NPFI NUSHARES ETF TR9.6K shares-68.83%2026-03-312026-04-13

VO VANGUARD INDEX FDS859 shares-9.96%2026-03-312026-04-13

SLV ISHARES SILVER TR3.6K shares-25.51%2026-03-312026-04-13

GDV GABELLI DIVID & INCOME TR9.1K shares0.00%2026-03-312026-04-13

EME EMCOR GROUP INC332 sharesnew addition2026-03-312026-04-13

AMD ADVANCED MICRO DEVICES INC1.2K shares0.00%2026-03-312026-04-13

Sponsored

CF CF INDUSTRIES HOLD1.9K sharesnew addition2026-03-312026-04-13

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET8.0K sharesnew addition2026-03-312026-04-13

DELL DELL TECHNOLOGIES INC1.5K sharesnew addition2026-03-312026-04-13

ET ENERGY TRANSFER L P12.4K shares0.00%2026-03-312026-04-13

SHY ISHARES TR2.9K shares2.09%2026-03-312026-04-13

PANW PALO ALTO NETWORKS INC1.4K shares2.77%2026-03-312026-04-13

GRMN GARMIN LTD1.0K shares0.00%2026-03-312026-04-13

ESGD ISHARES TR2.4K shares-0.29%2026-03-312026-04-13

Sponsored

CRM SALESFORCE INC1.2K shares-42.20%2026-03-312026-04-13

T AT&T INC7.7K shares-7.58%2026-03-312026-04-13

RVT ROYCE SMALL CAP TRUST INC13.5K shares0.00%2026-03-312026-04-13

QCOM QUALCOMM INC1.7K shares4.23%2026-03-312026-04-13

OMC OMNICOM GROUP INC2.9K sharesnew addition2026-03-312026-04-13

KNSL KINSALE CAP GROUP INC638 shares10.57%2026-03-312026-04-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.1K shares0.36%2026-03-312026-04-13

DE DEERE & CO380 sharesnew addition2026-03-312026-04-13

Sponsored

SNDK SANDISK CORP333 sharesnew addition2026-03-312026-04-13

SPXE PROSHARES TR3.0K shares0.23%2026-03-312026-04-13

SCHG SCHWAB STRATEGIC TR7.2K sharesnew addition2026-03-312026-04-13

EWJV ISHARES TR4.8K sharesnew addition2026-03-312026-04-13

IWF ISHARES TR485 shares0.00%2026-03-312026-04-13

GRAB GRAB HOLDINGS LIMITED56.4K shares13.94%2026-03-312026-04-13

EVTR MORGAN STANLEY ETF TRUST4.0K shares0.77%2026-03-312026-04-13

IOVA IOVANCE BIOTHERAPEUTICS INC58.4K shares11.45%2026-03-312026-04-13

Sponsored

CRTO CRITEO S A11.3K shares0.00%2026-03-312026-04-13

MNST MONSTER BEVERAGE CORP NEW2.8K shares-15.13%2026-03-312026-04-13

MSTR STRATEGY INC1.6K shares0.00%2026-03-312026-04-13

JCE NUVEEN CORE EQUITY ALPHA FD12.5K shares0.00%2026-03-312026-04-13

JFR NUVEEN FLOATING RATE INCOME23.9K shares0.00%2026-03-312026-04-13

INFY INFOSYS LTD13.0K shares0.00%2026-03-312026-04-13

SPXX NUVEEN S&P 500 DYNAMIC OVERW10.3K sharesnew addition2026-03-312026-04-13

EOD ALLSPRING GLOBAL DIVIDEND OP20.1K shares0.00%2026-03-312026-04-13

Sponsored

LYG LLOYDS BANKING GROUP PLC21.5K shares-0.42%2026-03-312026-04-13

SG SWEETGREEN INC11.3K shares2.26%2026-03-312026-04-13

VIVOS THERAPEUTICS INC VIVOS THERAPEUTICS INC35.7K sharesnew addition2026-03-312026-04-13

GSLC

GOLDMAN SACHS ETF TR

19.44%

Shares219.2K

Event2026-03-31

Filed2026-04-13

JEPQ

J P MORGAN EXCHANGE TRADED F

5.52%

Shares265.8K

Event2026-03-31

Filed2026-04-13

IVV

ISHARES TR

1.02%

Shares22.1K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

-36.10%

Shares47.7K

Event2026-03-31

Filed2026-04-13

SPYI

NEOS ETF TRUST

New

Shares210.5K

Event2026-03-31

Filed2026-04-13

JBND

J P MORGAN EXCHANGE TRADED F

10.21%

Shares179.4K

Event2026-03-31

Filed2026-04-13

NOBL

PROSHARES TR

13.93%

Shares85.3K

Event2026-03-31

Filed2026-04-13

DYNF

BLACKROCK ETF TRUST

1.38%

Shares154.7K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

-29.71%

Shares45.6K

Event2026-03-31

Filed2026-04-13

IUSB

ISHARES TR

1.86%

Shares162.0K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

16.99%

Shares12.4K

Event2026-03-31

Filed2026-04-13

ZROZ

PIMCO ETF TR

6.25%

Shares110.7K

Event2026-03-31

Filed2026-04-13

IEMG

ISHARES INC

-5.93%

Shares89.0K

Event2026-03-31

Filed2026-04-13

AIQ

GLOBAL X FDS

4.85%

Shares132.5K

Event2026-03-31

Filed2026-04-13

IVW

ISHARES TR

2.05%

Shares54.2K

Event2026-03-31

Filed2026-04-13

QUAL

ISHARES TR

-1.98%

Shares31.8K

Event2026-03-31

Filed2026-04-13

QGRW

WISDOMTREE TR

New

Shares112.2K

Event2026-03-31

Filed2026-04-13

JEPI

J P MORGAN EXCHANGE TRADED F

-62.26%

Shares101.0K

Event2026-03-31

Filed2026-04-13

GLTR

ABRDN PRECIOUS METALS BASKET

-21.82%

Shares25.9K

Event2026-03-31

Filed2026-04-13

IVE

ISHARES TR

4.14%

Shares25.7K

Event2026-03-31

Filed2026-04-13

COHEN & STEERS ETF TRUST

New

Shares177.2K

Event2026-03-31

Filed2026-04-13

VIG

VANGUARD SPECIALIZED FUNDS

-0.89%

Shares21.5K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

-5.42%

Shares21.2K

Event2026-03-31

Filed2026-04-13

ETFS GOLD TR

-1.32%

Shares93.6K

Event2026-03-31

Filed2026-04-13

OEF

ISHARES TR

-26.97%

Shares12.9K

Event2026-03-31

Filed2026-04-13

EFV

ISHARES TR

-0.10%

Shares53.6K

Event2026-03-31

Filed2026-04-13

INVESCO EXCH TRADED FD TR II

-4.86%

Shares56.5K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

-33.97%

Shares10.7K

Event2026-03-31

Filed2026-04-13

JPIE

J P MORGAN EXCHANGE TRADED F

29.08%

Shares78.3K

Event2026-03-31

Filed2026-04-13

IBIT

ISHARES BITCOIN TRUST ETF

9.51%

Shares91.0K

Event2026-03-31

Filed2026-04-13

FNDF

SCHWAB STRATEGIC TR

13.59%

Shares69.4K

Event2026-03-31

Filed2026-04-13

BINC

BLACKROCK ETF TRUST II

2.50%

Shares64.9K

Event2026-03-31

Filed2026-04-13

MBB

ISHARES TR

1.99%

Shares35.0K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

-2.56%

Shares11.5K

Event2026-03-31

Filed2026-04-13

TLH

ISHARES TR

5.21%

Shares32.6K

Event2026-03-31

Filed2026-04-13

GDX

VANECK ETF TRUST

1.43%

Shares35.5K

Event2026-03-31

Filed2026-04-13

BAI

BLACKROCK ETF TRUST

10.13%

Shares97.6K

Event2026-03-31

Filed2026-04-13

IAGG

ISHARES TR

11.38%

Shares62.2K

Event2026-03-31

Filed2026-04-13

VTI

VANGUARD INDEX FDS

3.33%

Shares9.5K

Event2026-03-31

Filed2026-04-13

SPY

STATE STR SPDR S&P 500 ETF T

-4.58%

Shares4.6K

Event2026-03-31

Filed2026-04-13

COWG

PACER FDS TR

11.06%

Shares88.0K

Event2026-03-31

Filed2026-04-13

VTIP

VANGUARD MALVERN FDS

3.07%

Shares58.7K

Event2026-03-31

Filed2026-04-13

ISHARES GOLD TR

-11.23%

Shares32.6K

Event2026-03-31

Filed2026-04-13

THRO

BLACKROCK ETF TRUST

8.44%

Shares73.9K

Event2026-03-31

Filed2026-04-13

FNDB

SCHWAB STRATEGIC TR

7.14%

Shares94.3K

Event2026-03-31

Filed2026-04-13

COWZ

PACER FDS TR

8.56%

Shares39.8K

Event2026-03-31

Filed2026-04-13

VIGI

VANGUARD WHITEHALL FDS

-3.22%

Shares27.7K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

-25.90%

Shares8.0K

Event2026-03-31

Filed2026-04-13

FNDE

SCHWAB STRATEGIC TR

3.48%

Shares59.4K

Event2026-03-31

Filed2026-04-13

VYM

VANGUARD WHITEHALL FDS

1.11%

Shares15.0K

Event2026-03-31

Filed2026-04-13

VRIG

INVESCO ACTIVELY MANAGED EXC

0.03%

Shares85.8K

Event2026-03-31

Filed2026-04-13

USMV

ISHARES TR

0.20%

Shares23.0K

Event2026-03-31

Filed2026-04-13

DGRO

ISHARES TR

-0.41%

Shares29.8K

Event2026-03-31

Filed2026-04-13

TSLA

TESLA INC

-0.54%

Shares5.6K

Event2026-03-31

Filed2026-04-13

FVD

FIRST TR EXCHANGE-TRADED FD

1.26%

Shares43.8K

Event2026-03-31

Filed2026-04-13

XOM

EXXON MOBIL CORP

-0.20%

Shares11.9K

Event2026-03-31

Filed2026-04-13

DTCR

GLOBAL X FDS

-73.00%

Shares80.1K

Event2026-03-31

Filed2026-04-13

XLU

SELECT SECTOR SPDR TR

-70.59%

Shares41.4K

Event2026-03-31

Filed2026-04-13

INVESCO QQQ TR

1.38%

Shares3.2K

Event2026-03-31

Filed2026-04-13

GOVT

ISHARES TR

208.68%

Shares81.6K

Event2026-03-31

Filed2026-04-13

BERKSHIRE HATHAWAY INC DEL

-15.10%

Shares3.8K

Event2026-03-31

Filed2026-04-13

VISA INC

2.20%

Shares6.0K

Event2026-03-31

Filed2026-04-13

JPM

JPMORGAN CHASE & CO

-9.02%

Shares6.1K

Event2026-03-31

Filed2026-04-13

SCHO

SCHWAB STRATEGIC TR

19.51%

Shares73.5K

Event2026-03-31

Filed2026-04-13

JNJ

JOHNSON & JOHNSON

-0.44%

Shares7.2K

Event2026-03-31

Filed2026-04-13

VMBS

VANGUARD SCOTTSDALE FDS

-3.99%

Shares37.2K

Event2026-03-31

Filed2026-04-13

LLY

ELI LILLY & CO

-2.58%

Shares1.9K

Event2026-03-31

Filed2026-04-13

MTUM

ISHARES TR

-5.19%

Shares7.2K

Event2026-03-31

Filed2026-04-13

FBND

FIDELITY MERRIMACK STR TR

39.53%

Shares37.5K

Event2026-03-31

Filed2026-04-13

FBCG

FIDELITY COVINGTON TRUST

2.77%

Shares33.7K

Event2026-03-31

Filed2026-04-13

SCHD

SCHWAB STRATEGIC TR

163.67%

Shares52.8K

Event2026-03-31

Filed2026-04-13

COST

COSTCO WHOLESALE CORPORATION

-25.78%

Shares1.6K

Event2026-03-31

Filed2026-04-13

VGSH

VANGUARD SCOTTSDALE FDS

0.02%

Shares26.0K

Event2026-03-31

Filed2026-04-13

PROCTER & GAMBLE CO

0.00%

Shares10.1K

Event2026-03-31

Filed2026-04-13

VPLS

VANGUARD MALVERN FDS

0.02%

Shares18.7K

Event2026-03-31

Filed2026-04-13

VTEB

VANGUARD MUN BD FDS

-5.75%

Shares28.0K

Event2026-03-31

Filed2026-04-13

META

META PLATFORMS INC

-1.41%

Shares2.4K

Event2026-03-31

Filed2026-04-13

JCPB

J P MORGAN EXCHANGE TRADED F

6.34%

Shares28.8K

Event2026-03-31

Filed2026-04-13

DBND

DOUBLELINE ETF TRUST

3.52%

Shares29.4K

Event2026-03-31

Filed2026-04-13

CAT

CATERPILLAR INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-13

MLPA

GLOBAL X FDS

-1.76%

Shares24.1K

Event2026-03-31

Filed2026-04-13

BND

VANGUARD BD INDEX FDS

0.42%

Shares15.9K

Event2026-03-31

Filed2026-04-13

CMI

CUMMINS INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-13

FALN

ISHARES TR

0.07%

Shares41.8K

Event2026-03-31

Filed2026-04-13

WMT

WALMART INC

1.47%

Shares8.5K

Event2026-03-31

Filed2026-04-13

NEAR

ISHARES U S ETF TR

1.68%

Shares20.7K

Event2026-03-31

Filed2026-04-13

BROADCOM INC

27.81%

Shares3.4K

Event2026-03-31

Filed2026-04-13

EMB

ISHARES TR

-17.13%

Shares11.1K

Event2026-03-31

Filed2026-04-13

LVHD

LEGG MASON ETF INVT

-39.58%

Shares23.8K

Event2026-03-31

Filed2026-04-13

FLTB

FIDELITY MERRIMACK STR TR

0.20%

Shares19.6K

Event2026-03-31

Filed2026-04-13

MUB

ISHARES TR

0.27%

Shares9.3K

Event2026-03-31

Filed2026-04-13

BDJ

BLACKROCK ENHANCED EQUITY DI

0.09%

Shares113.4K

Event2026-03-31

Filed2026-04-13

AMGN

AMGEN INC

-9.69%

Shares2.8K

Event2026-03-31

Filed2026-04-13

JMTG

J P MORGAN EXCHANGE TRADED F

53.17%

Shares18.9K

Event2026-03-31

Filed2026-04-13

NEE

NEXTERA ENERGY INC

-0.14%

Shares10.4K

Event2026-03-31

Filed2026-04-13

CORO

BLACKROCK ETF TRUST

New

Shares29.6K

Event2026-03-31

Filed2026-04-13

BOE

BLACKROCK ENHANCED GLOBAL

0.01%

Shares86.5K

Event2026-03-31

Filed2026-04-13

EFG

ISHARES TR

61.58%

Shares8.5K

Event2026-03-31

Filed2026-04-13

NFLX

NETFLIX INC.

7.84%

Shares9.7K

Event2026-03-31

Filed2026-04-13

COCA COLA CO

-0.11%

Shares12.3K

Event2026-03-31

Filed2026-04-13

LVHI

LEGG MASON ETF INVT

141.07%

Shares23.1K

Event2026-03-31

Filed2026-04-13

IJR

ISHARES TR

-0.25%

Shares7.5K

Event2026-03-31

Filed2026-04-13

ACWX

ISHARES TR

New

Shares13.6K

Event2026-03-31

Filed2026-04-13

AVEM

AMERICAN CENTY ETF TR

45.89%

Shares11.1K

Event2026-03-31

Filed2026-04-13

KLIC

KULICKE & SOFFA INDS INC

0.00%

Shares13.5K

Event2026-03-31

Filed2026-04-13

TFLO

ISHARES TR

-40.69%

Shares17.2K

Event2026-03-31

Filed2026-04-13

ITA

ISHARES TR

-2.94%

Shares3.9K

Event2026-03-31

Filed2026-04-13

MASTERCARD INCORPORATED

2.91%

Shares1.7K

Event2026-03-31

Filed2026-04-13

SHOP

SHOPIFY INC

13.63%

Shares7.0K

Event2026-03-31

Filed2026-04-13

SHEL

SHELL PLC

-0.35%

Shares8.6K

Event2026-03-31

Filed2026-04-13

EMLC

VANECK ETF TRUST

16.91%

Shares31.6K

Event2026-03-31

Filed2026-04-13

IJH

ISHARES TR

0.00%

Shares11.6K

Event2026-03-31

Filed2026-04-13

VLO

VALERO ENERGY CORP

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-13

CSCO

CISCO SYS INC

-0.66%

Shares10.0K

Event2026-03-31

Filed2026-04-13

XTEN

BONDBLOXX ETF TRUST

41.53%

Shares16.4K

Event2026-03-31

Filed2026-04-13

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-5.93%

Shares2.2K

Event2026-03-31

Filed2026-04-13

VOOV

VANGUARD ADMIRAL FDS INC

-2.86%

Shares3.6K

Event2026-03-31

Filed2026-04-13

MGK

VANGUARD WORLD FD

-0.65%

Shares2.0K

Event2026-03-31

Filed2026-04-13

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-13

VCSH

VANGUARD SCOTTSDALE FDS

0.19%

Shares9.0K

Event2026-03-31

Filed2026-04-13

AMT

AMERICAN TOWER CORP

11.72%

Shares4.0K

Event2026-03-31

Filed2026-04-13

HOME DEPOT INC

-0.24%

Shares2.1K

Event2026-03-31

Filed2026-04-13

DIS

DISNEY WALT CO

-2.15%

Shares7.1K

Event2026-03-31

Filed2026-04-13

DLR

DIGITAL RLTY TR INC

-0.03%

Shares3.8K

Event2026-03-31

Filed2026-04-13

TFC

TRUIST FINL CORP

-1.74%

Shares14.9K

Event2026-03-31

Filed2026-04-13

PALC

PACER FDS TR

6.55%

Shares13.0K

Event2026-03-31

Filed2026-04-13

UNH

UNITEDHEALTH GROUP INC

-4.13%

Shares2.5K

Event2026-03-31

Filed2026-04-13

ASGI

ABRDN GLOBAL INFRA INCOME FU

-0.69%

Shares30.0K

Event2026-03-31

Filed2026-04-13

SGDM

SPROTT ETF TRUST

0.00%

Shares8.7K

Event2026-03-31

Filed2026-04-13

ACCENTURE PLC IRELAND

12.25%

Shares3.3K

Event2026-03-31

Filed2026-04-13

SPTS

SPDR SERIES TRUST

-18.52%

Shares22.0K

Event2026-03-31

Filed2026-04-13

ASML

ASML HLDG NV

-6.72%

Shares472

Event2026-03-31

Filed2026-04-13

VBR

VANGUARD INDEX FDS

-1.42%

Shares2.9K

Event2026-03-31

Filed2026-04-13

GENERAL DYNAMICS CORP

-19.58%

Shares1.8K

Event2026-03-31

Filed2026-04-13

IEFA

ISHARES TR

4.23%

Shares6.7K

Event2026-03-31

Filed2026-04-13

TRANE TECHNOLOGIES PLC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-13

ICVT

ISHARES TR

-26.46%

Shares5.9K

Event2026-03-31

Filed2026-04-13

MCD

MCDONALDS CORP

-1.18%

Shares1.9K

Event2026-03-31

Filed2026-04-13

BLACKROCK INC

0.16%

Shares609

Event2026-03-31

Filed2026-04-13

JMST

J P MORGAN EXCHANGE TRADED F

-19.16%

Shares11.4K

Event2026-03-31

Filed2026-04-13

BAC

BANK AMERICA CORP

-0.28%

Shares11.9K

Event2026-03-31

Filed2026-04-13

SCHW

SCHWAB CHARLES CORP

-1.59%

Shares6.1K

Event2026-03-31

Filed2026-04-13

BLCR

BLACKROCK ETF TRUST

New

Shares14.0K

Event2026-03-31

Filed2026-04-13

ABBV

ABBVIE INC

15.03%

Shares2.6K

Event2026-03-31

Filed2026-04-13

WASTE MGMT INC DEL

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-13

GE AEROSPACE

0.05%

Shares2.0K

Event2026-03-31

Filed2026-04-13

FFA

FIRST TR ENHANCED EQUITY

0.00%

Shares27.8K

Event2026-03-31

Filed2026-04-13

INVESCO EXCH TRADED FD TR II

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-13

COP

CONOCOPHILLIPS

-4.92%

Shares4.3K

Event2026-03-31

Filed2026-04-13

ISRG

INTUITIVE SURGICAL INC

2.56%

Shares1.2K

Event2026-03-31

Filed2026-04-13

XLK

SELECT SECTOR SPDR TR

-4.57%

Shares4.2K

Event2026-03-31

Filed2026-04-13

MERCK & CO INC

-0.13%

Shares4.6K

Event2026-03-31

Filed2026-04-13

FTEC

FIDELITY COVINGTON TRUST

-0.08%

Shares2.6K

Event2026-03-31

Filed2026-04-13

AGX

ARGAN INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-13

EATON CORP PLC

0.33%

Shares1.5K

Event2026-03-31

Filed2026-04-13

AXP

AMERICAN EXPRESS CO

-1.27%

Shares1.8K

Event2026-03-31

Filed2026-04-13

SPMO

INVESCO EXCH TRADED FD TR II

57.16%

Shares4.7K

Event2026-03-31

Filed2026-04-13

SAIC

SCIENCE APPLICATIONS INTL CO

-20.74%

Shares5.6K

Event2026-03-31

Filed2026-04-13

AMAT

APPLIED MATLS INC

12.55%

Shares1.5K

Event2026-03-31

Filed2026-04-13

JPIB

J P MORGAN EXCHANGE TRADED F

New

Shares11.0K

Event2026-03-31

Filed2026-04-13

MMM

3M CO

-0.25%

Shares3.6K

Event2026-03-31

Filed2026-04-13

IHAK

ISHARES TR

-88.33%

Shares11.8K

Event2026-03-31

Filed2026-04-13

FLTR

VANECK ETF TRUST

0.00%

Shares20.0K

Event2026-03-31

Filed2026-04-13

JPC

NUVEEN PFD & INCOME OPPORTUN

-1.13%

Shares67.0K

Event2026-03-31

Filed2026-04-13

GLD

SPDR GOLD TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-13

RSPG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-13

NIE

VIRTUS EQUITY & CONV INCM FD

0.00%

Shares21.5K

Event2026-03-31

Filed2026-04-13

MCN

XAI MADISON EQUITY PREMIUM I

-0.62%

Shares85.9K

Event2026-03-31

Filed2026-04-13

MMTM

SPDR SERIES TRUST

-0.56%

Shares1.8K

Event2026-03-31

Filed2026-04-13

CRWD

CROWDSTRIKE HLDGS INC

11.14%

Shares1.3K

Event2026-03-31

Filed2026-04-13

EXTR

EXTREME NETWORKS INC

0.09%

Shares32.5K

Event2026-03-31

Filed2026-04-13

ORCL

ORACLE CORP

-1.19%

Shares3.3K

Event2026-03-31

Filed2026-04-13

TXN

TEXAS INSTRS INC

0.94%

Shares2.5K

Event2026-03-31

Filed2026-04-13

KYN

KAYNE ANDERSON ENERGY INFRST

0.00%

Shares33.0K

Event2026-03-31

Filed2026-04-13

CVX

CHEVRON CORPORATION

1.02%

Shares2.3K

Event2026-03-31

Filed2026-04-13

ENB

ENBRIDGE INC

-1.47%

Shares8.6K

Event2026-03-31

Filed2026-04-13

GEV

GE VERNOVA INC

0.00%

Shares533

Event2026-03-31

Filed2026-04-13

LMT

LOCKHEED MARTIN CORP

-1.04%

Shares758

Event2026-03-31

Filed2026-04-13

ETW

EATON VANCE TAX-MANAGED GLOB

0.00%

Shares52.0K

Event2026-03-31

Filed2026-04-13

WOORI FINL GROUP INC

-6.80%

Shares6.8K

Event2026-03-31

Filed2026-04-13

SEAGATE TECHNOLOGY HLDNGS PL

-0.17%

Shares1.2K

Event2026-03-31

Filed2026-04-13

LOW

LOWES COS INC

-7.80%

Shares1.9K

Event2026-03-31

Filed2026-04-13

IDXX

IDEXX LABS INC

-1.62%

Shares791

Event2026-03-31

Filed2026-04-13

MGNR

AMERICAN BEACON SELECT FUNDS

3.33%

Shares8.6K

Event2026-03-31

Filed2026-04-13

RTX

RTX CORPORATION

-0.09%

Shares2.3K

Event2026-03-31

Filed2026-04-13

JPST

J P MORGAN EXCHANGE TRADED F

-15.74%

Shares8.6K

Event2026-03-31

Filed2026-04-13

MAR

MARRIOTT INTL INC NEW

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-13

GMOI

GMO ETF TRUST

17.50%

Shares11.8K

Event2026-03-31

Filed2026-04-13

LCTU

BLACKROCK ETF TRUST

-0.53%

Shares6.1K

Event2026-03-31

Filed2026-04-13

INTC

INTEL CORP

New

Shares9.5K

Event2026-03-31

Filed2026-04-13

DOMINION ENERGY INC

-1.89%

Shares6.7K

Event2026-03-31

Filed2026-04-13

TGT

TARGET CORP

1.65%

Shares3.4K

Event2026-03-31

Filed2026-04-13

ELV

ELEVANCE HEALTH INC FORMERLY

0.72%

Shares1.4K

Event2026-03-31

Filed2026-04-13

PHILIP MORRIS INTL INC

-0.92%

Shares2.5K

Event2026-03-31

Filed2026-04-13

BCD

ABRDN ETFS

0.00%

Shares11.2K

Event2026-03-31

Filed2026-04-13

ITOT

ISHARES TR

-3.42%

Shares2.7K

Event2026-03-31

Filed2026-04-13

DUKE ENERGY CORP NEW

-1.77%

Shares2.9K

Event2026-03-31

Filed2026-04-13

VTV

VANGUARD INDEX FDS

5.18%

Shares1.9K

Event2026-03-31

Filed2026-04-13

SPYG

SPDR SERIES TRUST

-1.70%

Shares3.7K

Event2026-03-31

Filed2026-04-13

AVK

ADVENT CONV & INCOME FD

0.05%

Shares32.8K

Event2026-03-31

Filed2026-04-13

ROCKET LAB CORP

-1.93%

Shares5.6K

Event2026-03-31

Filed2026-04-13

TJX

TJX COS INC NEW

-19.73%

Shares2.2K

Event2026-03-31

Filed2026-04-13

HWM

HOWMET AEROSPACE INC

2.95%

Shares1.5K

Event2026-03-31

Filed2026-04-13

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-13

ALTRIA GROUP INC

3.92%

Shares5.3K

Event2026-03-31

Filed2026-04-13

DSI

ISHARES TR

2.43%

Shares2.9K

Event2026-03-31

Filed2026-04-13

PFE

PFIZER INC

-1.88%

Shares12.3K

Event2026-03-31

Filed2026-04-13

EFAV

ISHARES TR

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-13

IYW

ISHARES TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-13

ARISTA NETWORKS INC

1.78%

Shares2.8K

Event2026-03-31

Filed2026-04-13

BHP

BHP BILLITON LIMITED

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-13

SNOW

SNOWFLAKE INC

12.48%

Shares2.2K

Event2026-03-31

Filed2026-04-13

FICO

FAIR ISAAC CORP

-13.66%

Shares316

Event2026-03-31

Filed2026-04-13

IUSG

ISHARES TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-13

WFC

WELLS FARGO & CO

-0.28%

Shares4.2K

Event2026-03-31

Filed2026-04-13

PEP

PEPSICO INC

-0.37%

Shares2.1K

Event2026-03-31

Filed2026-04-13

SHLD

GLOBAL X FDS

New

Shares4.7K

Event2026-03-31

Filed2026-04-13

BKNG

BOOKING HOLDINGS INC

-27.78%

Shares78

Event2026-03-31

Filed2026-04-13

NOW

SERVICENOW INC

11.22%

Shares3.1K

Event2026-03-31

Filed2026-04-13

LAMR

LAMAR ADVERTISING CO

-0.19%

Shares2.6K

Event2026-03-31

Filed2026-04-13

JQC

NUVEEN CR STRATEGIES INCOME

0.00%

Shares66.5K

Event2026-03-31

Filed2026-04-13

FDVV

FIDELITY COVINGTON TRUST

2.44%

Shares5.8K

Event2026-03-31

Filed2026-04-13

COF

CAPITAL ONE FINL CORP

0.64%

Shares1.7K

Event2026-03-31

Filed2026-04-13

CMG

CHIPOTLE MEXICAN GRILL INC

12.59%

Shares9.8K

Event2026-03-31

Filed2026-04-13

EVR

EVERCORE INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-13

GHY

PGIM GLOBAL HIGH YIELD FD FO

0.00%

Shares26.8K

Event2026-03-31

Filed2026-04-13

IWB

ISHARES TR

0.00%

Shares872

Event2026-03-31

Filed2026-04-13

VEEV

VEEVA SYS INC

18.95%

Shares1.7K

Event2026-03-31

Filed2026-04-13

NOC

NORTHROP GRUMMAN CORP

-25.71%

Shares445

Event2026-03-31

Filed2026-04-13

TDG

TRANSDIGM GROUP INC

2.35%

Shares261

Event2026-03-31

Filed2026-04-13

XLG

INVESCO EXCHANGE TRADED FD T

1.47%

Shares5.5K

Event2026-03-31

Filed2026-04-13

SYSB

ISHARES TR

37.74%

Shares3.4K

Event2026-03-31

Filed2026-04-13

CMCSA

COMCAST CORP NEW

-9.92%

Shares10.4K

Event2026-03-31

Filed2026-04-13

EFA

ISHARES TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-13

PWB

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-13

WDI

WESTERN ASSET DIVERSIFIED IN

0.01%

Shares21.6K

Event2026-03-31

Filed2026-04-13

EAGG

ISHARES TR

-4.35%

Shares6.1K

Event2026-03-31

Filed2026-04-13

DGX

QUEST DIAGNOSTICS INC

-0.07%

Shares1.5K

Event2026-03-31

Filed2026-04-13

MEDTRONIC PLC

-1.35%

Shares3.3K

Event2026-03-31

Filed2026-04-13

SBUX

STARBUCKS CORP

-0.72%

Shares3.1K

Event2026-03-31

Filed2026-04-13

APD

AIR PRODUCTS AND CHEMICALS I

-23.84%

Shares971

Event2026-03-31

Filed2026-04-13

ITRN

ITURAN LOCATION AND CONTROL

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-13

GOLDMAN SACHS GROUP INC

-0.30%

Shares333

Event2026-03-31

Filed2026-04-13

USXF

ISHARES TR

-2.06%

Shares5.0K

Event2026-03-31

Filed2026-04-13

VERIZON COMMUNICATIONS INC

-1.06%

Shares5.5K

Event2026-03-31

Filed2026-04-13

PFFV

GLOBAL X FDS

-11.80%

Shares12.6K

Event2026-03-31

Filed2026-04-13

TTD

THE TRADE DESK INC

55.14%

Shares12.1K

Event2026-03-31

Filed2026-04-13

IBM

INTERNATIONAL BUSINESS MACHS

-0.35%

Shares1.1K

Event2026-03-31

Filed2026-04-13

UNM

UNUM GROUP

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-13

LHX

L3HARRIS TECHNOLOGIES INC

0.26%

Shares785

Event2026-03-31

Filed2026-04-13

SUSC

ISHARES TR

11.03%

Shares11.7K

Event2026-03-31

Filed2026-04-13

MORGAN STANLEY

-2.43%

Shares1.6K

Event2026-03-31

Filed2026-04-13

IGSB

ISHARES TR

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-13

WDC

WESTERN DIGITAL CORP

New

Shares1.0K

Event2026-03-31

Filed2026-04-13

AOD

ABRDN TOTAL DYNAMIC DIVIDEND

0.10%

Shares29.1K

Event2026-03-31

Filed2026-04-13

AIT

APPLIED INDL TECHNOLOGIES IN

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-13

ADP

AUTOMATIC DATA PROCESSING IN

0.31%

Shares1.3K

Event2026-03-31

Filed2026-04-13

NUE

NUCOR CORP

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-13

IWV

ISHARES TR

0.00%

Shares700

Event2026-03-31

Filed2026-04-13

FELV

FIDELITY COVINGTON TRUST

-2.19%

Shares7.3K

Event2026-03-31

Filed2026-04-13

SCCO

SOUTHERN COPPER CORP

0.68%

Shares1.5K

Event2026-03-31

Filed2026-04-13

UBS

UBS GROUP AG

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-13

JMUB

J P MORGAN EXCHANGE TRADED F

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-13

VRTX

VERTEX PHARMACEUTICALS INC

-6.97%

Shares561

Event2026-03-31

Filed2026-04-13

WELL

WELLTOWER INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-13

NPFI

NUSHARES ETF TR

-68.83%

Shares9.6K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

-9.96%

Shares859

Event2026-03-31

Filed2026-04-13

SLV

ISHARES SILVER TR

-25.51%

Shares3.6K

Event2026-03-31

Filed2026-04-13

GDV

GABELLI DIVID & INCOME TR

0.00%

Shares9.1K

Event2026-03-31

Filed2026-04-13

EME

EMCOR GROUP INC

New

Shares332

Event2026-03-31

Filed2026-04-13

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-13

CF INDUSTRIES HOLD

New

Shares1.9K

Event2026-03-31

Filed2026-04-13

GRAYSCALE BITCOIN MINI TR ET

New

Shares8.0K

Event2026-03-31

Filed2026-04-13

DELL

DELL TECHNOLOGIES INC

New

Shares1.5K

Event2026-03-31

Filed2026-04-13

ENERGY TRANSFER L P

0.00%

Shares12.4K

Event2026-03-31

Filed2026-04-13

SHY

ISHARES TR

2.09%

Shares2.9K

Event2026-03-31

Filed2026-04-13

PANW

PALO ALTO NETWORKS INC

2.77%

Shares1.4K

Event2026-03-31

Filed2026-04-13

GRMN

GARMIN LTD

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-13

ESGD

ISHARES TR

-0.29%

Shares2.4K

Event2026-03-31

Filed2026-04-13

CRM

SALESFORCE INC

-42.20%

Shares1.2K

Event2026-03-31

Filed2026-04-13

AT&T INC

-7.58%

Shares7.7K

Event2026-03-31

Filed2026-04-13

RVT

ROYCE SMALL CAP TRUST INC

0.00%

Shares13.5K

Event2026-03-31

Filed2026-04-13

QCOM

QUALCOMM INC

4.23%

Shares1.7K

Event2026-03-31

Filed2026-04-13

OMC

OMNICOM GROUP INC

New

Shares2.9K

Event2026-03-31

Filed2026-04-13

KNSL

KINSALE CAP GROUP INC

10.57%

Shares638

Event2026-03-31

Filed2026-04-13

INVESCO EXCHANGE TRADED FD T

0.36%

Shares1.1K

Event2026-03-31

Filed2026-04-13

DEERE & CO

New

Shares380

Event2026-03-31

Filed2026-04-13

SNDK

SANDISK CORP

New

Shares333

Event2026-03-31

Filed2026-04-13

SPXE

PROSHARES TR

0.23%

Shares3.0K

Event2026-03-31

Filed2026-04-13

SCHG

SCHWAB STRATEGIC TR

New

Shares7.2K

Event2026-03-31

Filed2026-04-13

EWJV

ISHARES TR

New

Shares4.8K

Event2026-03-31

Filed2026-04-13

IWF

ISHARES TR

0.00%

Shares485

Event2026-03-31

Filed2026-04-13

GRAB

GRAB HOLDINGS LIMITED

13.94%

Shares56.4K

Event2026-03-31

Filed2026-04-13

EVTR

MORGAN STANLEY ETF TRUST

0.77%

Shares4.0K

Event2026-03-31

Filed2026-04-13

IOVA

IOVANCE BIOTHERAPEUTICS INC

11.45%

Shares58.4K

Event2026-03-31

Filed2026-04-13

CRTO

CRITEO S A

0.00%

Shares11.3K

Event2026-03-31

Filed2026-04-13

MNST

MONSTER BEVERAGE CORP NEW

-15.13%

Shares2.8K

Event2026-03-31

Filed2026-04-13

MSTR

STRATEGY INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-13

JCE

NUVEEN CORE EQUITY ALPHA FD

0.00%

Shares12.5K

Event2026-03-31

Filed2026-04-13

JFR

NUVEEN FLOATING RATE INCOME

0.00%

Shares23.9K

Event2026-03-31

Filed2026-04-13

INFY

INFOSYS LTD

0.00%

Shares13.0K

Event2026-03-31

Filed2026-04-13

SPXX

NUVEEN S&P 500 DYNAMIC OVERW

New

Shares10.3K

Event2026-03-31

Filed2026-04-13

EOD

ALLSPRING GLOBAL DIVIDEND OP

0.00%

Shares20.1K

Event2026-03-31

Filed2026-04-13

LYG

LLOYDS BANKING GROUP PLC

-0.42%

Shares21.5K

Event2026-03-31

Filed2026-04-13

SWEETGREEN INC

2.26%

Shares11.3K

Event2026-03-31

Filed2026-04-13

VIVOS THERAPEUTICS INC

New

Shares35.7K

Event2026-03-31

Filed2026-04-13

Call Option Holdings

PFE Call CallPFIZER INC12.0K shares76.47%2026-03-312026-04-13

CRM Call CallSALESFORCE INC800 sharesnew addition2026-03-312026-04-13

ABBV Call CallABBVIE INC400 sharesnew addition2026-03-312026-04-13

BROADCOM INC Call CallBROADCOM INC200 sharesnew addition2026-03-312026-04-13

SBUX Call CallSTARBUCKS CORP600 sharesnew addition2026-03-312026-04-13

MSTR Call CallSTRATEGY INC400 sharesnew addition2026-03-312026-04-13

PFE Call

PFIZER INC

76.47%

Shares12.0K

Event2026-03-31

Filed2026-04-13

CRM Call

SALESFORCE INC

New

Shares800

Event2026-03-31

Filed2026-04-13

ABBV Call

ABBVIE INC

New

Shares400

Event2026-03-31

Filed2026-04-13

BROADCOM INC Call

BROADCOM INC

New

Shares200

Event2026-03-31

Filed2026-04-13

SBUX Call

STARBUCKS CORP

New

Shares600

Event2026-03-31

Filed2026-04-13

MSTR Call

STRATEGY INC

New

Shares400

Event2026-03-31

Filed2026-04-13

Put Option Holdings

AMD Put PutADVANCED MICRO DEVICES INC400 sharesnew addition2026-03-312026-04-13

NVDA Put PutNVIDIA CORPORATION400 sharesnew addition2026-03-312026-04-13

INTC Put PutINTEL CORP1.0K sharesnew addition2026-03-312026-04-13

AMD Put

ADVANCED MICRO DEVICES INC

New

Shares400

Event2026-03-31

Filed2026-04-13

NVDA Put

NVIDIA CORPORATION

New

Shares400

Event2026-03-31

Filed2026-04-13

INTC Put

INTEL CORP

New

Shares1.0K

Event2026-03-31

Filed2026-04-13