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The Analysis of Clearstead Advisors, LLC's Holdings & P&L

Currently, Clearstead Advisors, LLC holds 2232 types of securities in its portfolio with a total value $10.9B. In the most recent quarter, they have increased their positions in PCAR (+4.9M shares, valued at $562.2M), N/A (+485.4K shares, valued at $290.1M), IDEV (+3.1M shares, valued at $255.1M); decreased their positions in QUAL (-187.3K shares, valued at $35.9M), VONG (-157.4K shares, valued at $17.3M), BKNG (-3.8K shares, valued at $16.2M); initiated new positions in DIHP (+5.5M shares, valued at $178.1M), DUHP (+2.7M shares, valued at $99.8M), CGGE (+2.7M shares, valued at $83.8M).

1M P&L

-535.3M-5.05%

3M P&L

-1.3B-11.38%

HY P&L

-694.8M-6.46%

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/A5.3B

57.7%

2Farm & Heavy Construction Machinery638.3M

6.9%

3Software - Infrastructure425.0M

4.6%

Top Industries by Stock Count

1N/A679 stocks

33.0%

2Biotechnology72 stocks

3.5%

3Banks - Regional64 stocks

3.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS1.7M shares41.48%2026-03-312026-05-06

PCAR PACCAR INC4.9M shares49409.96%2026-03-312026-05-06

MSFT MICROSOFT CORP909.6K shares175.90%2026-03-312026-05-06

AAPL APPLE INC1.2M shares16.48%2026-03-312026-05-06

IVV ISHARES TR437.6K shares1.08%2026-03-312026-05-06

IDEV ISHARES TR3.1M shares1299102.13%2026-03-312026-05-06

IWF ISHARES TR538.9K shares-1.62%2026-03-312026-05-06

VO VANGUARD INDEX FDS709.7K shares1.16%2026-03-312026-05-06

Sponsored

AMZN AMAZON COM INC926.2K shares143.05%2026-03-312026-05-06

DIHP DIMENSIONAL ETF TRUST5.5M sharesnew addition2026-03-312026-05-06

VTI VANGUARD INDEX FDS542.9K shares282.80%2026-03-312026-05-06

SPY STATE STR SPDR S&P 500 ETF T252.4K shares81.26%2026-03-312026-05-06

VTV VANGUARD INDEX FDS750.8K shares8.14%2026-03-312026-05-06

VMBS VANGUARD SCOTTSDALE FDS3.0M shares9.83%2026-03-312026-05-06

SPDW SPDR INDEX SHS FDS3.1M shares1.92%2026-03-312026-05-06

VB VANGUARD INDEX FDS525.2K shares-3.89%2026-03-312026-05-06

Sponsored

NVDA NVIDIA CORPORATION777.1K shares43.35%2026-03-312026-05-06

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T660.5K shares-3.06%2026-03-312026-05-06

FNDA SCHWAB STRATEGIC TR3.7M shares36598.90%2026-03-312026-05-06

ALPHABET INC ALPHABET INC401.9K shares24.09%2026-03-312026-05-06

DFAI DIMENSIONAL ETF TRUST2.7M shares2.34%2026-03-312026-05-06

VEA VANGUARD TAX-MANAGED FDS1.6M shares508.66%2026-03-312026-05-06

DUHP DIMENSIONAL ETF TRUST2.7M sharesnew addition2026-03-312026-05-06

IEFA ISHARES TR1.0M shares11.59%2026-03-312026-05-06

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IXUS ISHARES TR1.1M shares220.66%2026-03-312026-05-06

DLN WISDOMTREE TR976.3K shares-7.23%2026-03-312026-05-06

JPM JPMORGAN CHASE & CO289.9K shares11.54%2026-03-312026-05-06

CGGE CAPITAL GROUP GLOBAL EQUITY2.7M sharesnew addition2026-03-312026-05-06

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL156.1K shares14.03%2026-03-312026-05-06

IWR ISHARES TR768.7K shares0.49%2026-03-312026-05-06

ALPHABET INC ALPHABET INC252.5K shares31.77%2026-03-312026-05-06

NSC NORFOLK SOUTHN CORP250.1K shares-5.60%2026-03-312026-05-06

Sponsored

SBUX STARBUCKS CORP798.2K shares2779.89%2026-03-312026-05-06

JEPI J P MORGAN EXCHANGE TRADED F1.2M shares-5.01%2026-03-312026-05-06

BSCT INVESCO EXCH TRD SLF IDX FD3.6M shares6.19%2026-03-312026-05-06

BSCS INVESCO EXCH TRD SLF IDX FD3.3M shares6.30%2026-03-312026-05-06

CAT CATERPILLAR INC92.2K shares-8.49%2026-03-312026-05-06

JNJ JOHNSON & JOHNSON262.1K shares11.31%2026-03-312026-05-06

BSCU INVESCO EXCH TRD SLF IDX FD3.8M shares6.70%2026-03-312026-05-06

IJH ISHARES TR927.6K shares-1.46%2026-03-312026-05-06

Sponsored

IJR ISHARES TR491.3K shares-0.01%2026-03-312026-05-06

COST COSTCO WHOLESALE CORPORATION59.9K shares26.35%2026-03-312026-05-06

BSCX INVESCO EXCH TRD SLF IDX FD2.7M shares8.69%2026-03-312026-05-06

WMT WALMART INC452.3K shares8.69%2026-03-312026-05-06

LLY ELI LILLY & CO60.2K shares21.81%2026-03-312026-05-06

IWB ISHARES TR149.3K shares89.12%2026-03-312026-05-06

BROADCOM INC BROADCOM INC164.7K shares37.95%2026-03-312026-05-06

EFA ISHARES TR511.5K shares-2.23%2026-03-312026-05-06

Sponsored

SCHR SCHWAB STRATEGIC TR2.0M shares10.42%2026-03-312026-05-06

ESGU ISHARES TR337.9K shares12916.02%2026-03-312026-05-06

XLG INVESCO EXCHANGE TRADED FD T874.8K shares-1.36%2026-03-312026-05-06

META META PLATFORMS INC79.0K shares33.58%2026-03-312026-05-06

XOM EXXON MOBIL CORP264.7K shares12.38%2026-03-312026-05-06

VUSB VANGUARD BD INDEX FDS881.6K sharesnew addition2026-03-312026-05-06

NEOS ETF TRUST NEOS ETF TRUST869.2K shares2.77%2026-03-312026-05-06

VONG VANGUARD SCOTTSDALE FDS391.5K shares-28.67%2026-03-312026-05-06

Sponsored

IVW ISHARES TR369.6K shares0.10%2026-03-312026-05-06

VXF VANGUARD INDEX FDS201.8K shares322.92%2026-03-312026-05-06

SDY SPDR SERIES TRUST280.2K shares1.80%2026-03-312026-05-06

CVX CHEVRON CORPORATION190.1K shares11.47%2026-03-312026-05-06

IWV ISHARES TR103.7K shares1.73%2026-03-312026-05-06

QUAL ISHARES TR197.6K shares-48.66%2026-03-312026-05-06

VUG VANGUARD INDEX FDS84.6K shares204.36%2026-03-312026-05-06

ECML EA SERIES TRUST1.0M sharesnew addition2026-03-312026-05-06

Sponsored

IWD ISHARES TR166.1K shares11.72%2026-03-312026-05-06

RTX RTX CORPORATION182.7K shares4.30%2026-03-312026-05-06

PEP PEPSICO INC223.5K shares7.18%2026-03-312026-05-06

MA MASTERCARD INCORPORATED67.5K shares10.82%2026-03-312026-05-06

EATON CORP PLC EATON CORP PLC92.7K shares83.76%2026-03-312026-05-06

VIG VANGUARD SPECIALIZED FUNDS152.5K shares-12.70%2026-03-312026-05-06

JAAA JANUS DETROIT STR TR636.8K shares2.18%2026-03-312026-05-06

INVESCO QQQ TR INVESCO QQQ TR55.2K shares153.05%2026-03-312026-05-06

Sponsored

PG PROCTER & GAMBLE CO214.2K shares9.10%2026-03-312026-05-06

IWM ISHARES TR120.8K shares29.66%2026-03-312026-05-06

ABBV ABBVIE INC134.2K shares31.84%2026-03-312026-05-06

VYM VANGUARD WHITEHALL FDS195.8K shares31.79%2026-03-312026-05-06

MINT PIMCO ETF TR286.9K shares2468.66%2026-03-312026-05-06

V VISA INC90.4K shares37.64%2026-03-312026-05-06

HD HOME DEPOT INC82.8K shares13.92%2026-03-312026-05-06

CINF CINCINNATI FINL CORP172.2K shares705.88%2026-03-312026-05-06

Sponsored

MDY STATE STR SPDR S&P MIDCAP 4043.7K shares-1.52%2026-03-312026-05-06

ACWI ISHARES TR187.0K shares200.42%2026-03-312026-05-06

AGG ISHARES TR259.0K shares19.27%2026-03-312026-05-06

BLACKSTONE INC BLACKSTONE INC219.9K shares216.60%2026-03-312026-05-06

IBMQ ISHARES TR985.9K shares2.49%2026-03-312026-05-06

ESGD ISHARES TR262.2K shares17251.03%2026-03-312026-05-06

IBMR ISHARES TR979.9K shares2.89%2026-03-312026-05-06

IBMP ISHARES TR976.3K shares2.06%2026-03-312026-05-06

Sponsored

VT VANGUARD INTL EQUITY INDEX F178.2K shares4.17%2026-03-312026-05-06

TSLA TESLA INC65.8K shares40.68%2026-03-312026-05-06

IEMG ISHARES INC347.8K shares164.60%2026-03-312026-05-06

IVE ISHARES TR113.4K shares-0.40%2026-03-312026-05-06

VONV VANGUARD SCOTTSDALE FDS252.1K shares0.32%2026-03-312026-05-06

IBMS ISHARES TR899.2K shares2.51%2026-03-312026-05-06

SCHW SCHWAB CHARLES CORP246.3K shares1.86%2026-03-312026-05-06

DFAE DIMENSIONAL ETF TRUST679.7K shares0.61%2026-03-312026-05-06

Sponsored

WM WASTE MGMT INC DEL95.2K shares-2.20%2026-03-312026-05-06

AMD ADVANCED MICRO DEVICES INC107.0K shares445.87%2026-03-312026-05-06

PANW PALO ALTO NETWORKS INC134.5K shares10.28%2026-03-312026-05-06

LOW LOWES COS INC91.1K shares94.26%2026-03-312026-05-06

CSCO CISCO SYS INC273.5K shares6.22%2026-03-312026-05-06

ORCL ORACLE CORP136.3K shares-35.30%2026-03-312026-05-06

ICE INTERCONTINENTAL EXCHANGE IN125.2K shares-1.67%2026-03-312026-05-06

MU MICRON TECHNOLOGY INC58.2K shares16.58%2026-03-312026-05-06

Sponsored

MIAX MIAMI INTL HLDGS INC503.7K sharesnew addition2026-03-312026-05-06

KEY KEYCORP958.8K shares-1.96%2026-03-312026-05-06

LYV LIVE NATION ENTERTAINMENT IN125.5K shares-0.76%2026-03-312026-05-06

DFLV DIMENSIONAL ETF TRUST532.2K shares73109.35%2026-03-312026-05-06

TXN TEXAS INSTRS INC96.5K shares1.65%2026-03-312026-05-06

PGX INVESCO EXCH TRADED FD TR II1.7M shares0.88%2026-03-312026-05-06

UBER UBER TECHNOLOGIES INC256.5K shares4.81%2026-03-312026-05-06

MERCK & CO INC MERCK & CO INC152.1K shares37.86%2026-03-312026-05-06

Sponsored

GLD SPDR GOLD TR42.2K shares-2.12%2026-03-312026-05-06

DHR DANAHER CORP DEL95.5K shares-4.81%2026-03-312026-05-06

PH PARKER-HANNIFIN CORP20.2K shares-2.79%2026-03-312026-05-06

AMGN AMGEN INC50.2K shares41.28%2026-03-312026-05-06

CRM SALESFORCE INC93.5K shares15.77%2026-03-312026-05-06

ABT ABBOTT LABORATORIES168.7K shares10.66%2026-03-312026-05-06

NFLX NETFLIX INC.177.2K shares131.82%2026-03-312026-05-06

KO COCA COLA CO218.4K shares9.62%2026-03-312026-05-06

Sponsored

PGR PROGRESSIVE CORP82.2K shares-2.70%2026-03-312026-05-06

AWK AMERICAN WTR WKS CO INC NEW118.8K shares-2.50%2026-03-312026-05-06

VEU VANGUARD INTL EQUITY INDEX F207.4K shares141.66%2026-03-312026-05-06

MELI MERCADOLIBRE INC9.0K shares1907.83%2026-03-312026-05-06

AKAM AKAMAI TECHNOLOGIES INC133.9K shares2.98%2026-03-312026-05-06

ACI ALBERTSONS COS INC888.5K shares-0.13%2026-03-312026-05-06

OMFL INVESCO EXCH TRD SLF IDX FD251.6K sharesnew addition2026-03-312026-05-06

MO ALTRIA GROUP INC228.7K shares10.30%2026-03-312026-05-06

Sponsored

GE AEROSPACE GE AEROSPACE51.7K shares32.39%2026-03-312026-05-06

MUNI PIMCO ETF TR273.2K shares16.63%2026-03-312026-05-06

TTWO TAKE-TWO INTERACTIVE SOFTWAR72.0K shares0.36%2026-03-312026-05-06

VV VANGUARD INDEX FDS47.5K shares2795.00%2026-03-312026-05-06

DNLI DENALI THERAPEUTICS INC738.0K sharesnew addition2026-03-312026-05-06

RODM LATTICE STRATEGIES TR356.3K sharesnew addition2026-03-312026-05-06

MCD MCDONALDS CORP44.8K shares-2.79%2026-03-312026-05-06

AXP AMERICAN EXPRESS CO45.6K shares-4.16%2026-03-312026-05-06

Sponsored

SPTM SPDR SERIES TRUST173.1K shares1030.11%2026-03-312026-05-06

BRK.A BERKSHIRE HATHAWAY INC DEL19 shares0.00%2026-03-312026-05-06

ZM ZOOM COMMUNICATIONS INC169.5K shares-12.93%2026-03-312026-05-06

BBIN J P MORGAN EXCHANGE TRADED F186.4K sharesnew addition2026-03-312026-05-06

ACWX ISHARES TR196.2K shares149.87%2026-03-312026-05-06

AMAT APPLIED MATLS INC39.3K shares-11.94%2026-03-312026-05-06

SCHD SCHWAB STRATEGIC TR432.0K shares61.87%2026-03-312026-05-06

ORLY OREILLY AUTOMOTIVE INC141.6K shares8.51%2026-03-312026-05-06

Sponsored

MUB ISHARES TR122.0K shares0.55%2026-03-312026-05-06

VTEB VANGUARD MUN BD FDS258.6K shares11.40%2026-03-312026-05-06

T AT&T INC444.5K shares9.84%2026-03-312026-05-06

VXUS VANGUARD STAR FDS161.7K shares115.43%2026-03-312026-05-06

IBM INTERNATIONAL BUSINESS MACHS50.3K shares17.94%2026-03-312026-05-06

BAC BANK AMERICA CORP247.8K shares54.04%2026-03-312026-05-06

IWS ISHARES TR82.8K shares-1.89%2026-03-312026-05-06

SHY ISHARES TR145.7K shares67.40%2026-03-312026-05-06

Sponsored

BOND PIMCO ETF TR130.2K shares3.90%2026-03-312026-05-06

GS GOLDMAN SACHS GROUP INC14.1K shares-4.98%2026-03-312026-05-06

PFM INVESCO EXCHANGE TRADED FD T228.8K shares-44.85%2026-03-312026-05-06

ITOT ISHARES TR80.6K shares1.50%2026-03-312026-05-06

NEE NEXTERA ENERGY INC120.5K shares18.16%2026-03-312026-05-06

CROX CROCS INC133.2K shares6.11%2026-03-312026-05-06

TJX TJX COS INC NEW68.7K shares26.97%2026-03-312026-05-06

VIR VIR BIOTECHNOLOGY INC1.2M sharesnew addition2026-03-312026-05-06

Sponsored

SCHM SCHWAB STRATEGIC TR349.5K shares0.87%2026-03-312026-05-06

DFAS DIMENSIONAL ETF TRUST151.2K shares314.57%2026-03-312026-05-06

SNOW SNOWFLAKE INC70.4K shares1278.48%2026-03-312026-05-06

LECO LINCOLN ELEC HLDGS INC42.5K shares-3.69%2026-03-312026-05-06

VWO VANGUARD INTL EQUITY INDEX F189.2K shares85.39%2026-03-312026-05-06

BND VANGUARD BD INDEX FDS135.9K shares5.20%2026-03-312026-05-06

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC101.0K shares1000.83%2026-03-312026-05-06

XLK SELECT SECTOR SPDR TR74.3K shares53.59%2026-03-312026-05-06

Sponsored

WFC WELLS FARGO & CO122.2K shares13.33%2026-03-312026-05-06

DE DEERE & CO17.1K shares-4.37%2026-03-312026-05-06

PLTR PALANTIR TECHNOLOGIES INC64.3K shares12.58%2026-03-312026-05-06

HON HONEYWELL INTL INC40.7K shares37.68%2026-03-312026-05-06

BMY BRISTOL-MYERS SQUIBB CO151.3K shares20.20%2026-03-312026-05-06

NAUT NAUTILUS BIOTECHNOLOGY INC2.3M sharesnew addition2026-03-312026-05-06

HEWJ ISHARES TR160.2K sharesnew addition2026-03-312026-05-06

BSCR INVESCO EXCH TRD SLF IDX FD457.0K shares-2.01%2026-03-312026-05-06

Sponsored

SGOV ISHARES TR87.3K shares4.89%2026-03-312026-05-06

LAM RESEARCH CORP LAM RESEARCH CORP40.3K shares93.25%2026-03-312026-05-06

PM PHILIP MORRIS INTL INC51.3K shares36.47%2026-03-312026-05-06

GEV GE VERNOVA INC9.5K shares-5.26%2026-03-312026-05-06

LMT LOCKHEED MARTIN CORP13.5K shares0.52%2026-03-312026-05-06

SPEM SPDR INDEX SHS FDS173.6K shares8.17%2026-03-312026-05-06

EMR EMERSON ELEC CO60.7K shares49.47%2026-03-312026-05-06

ADP AUTOMATIC DATA PROCESSING IN38.3K shares-5.36%2026-03-312026-05-06

Sponsored

SCHF SCHWAB STRATEGIC TR313.2K shares20.15%2026-03-312026-05-06

TSM TAIWAN SEMICONDUCTOR MANUFAC22.2K shares148.23%2026-03-312026-05-06

USMV ISHARES TR80.3K shares-4.03%2026-03-312026-05-06

DIS DISNEY WALT CO77.1K shares28.23%2026-03-312026-05-06

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND37.1K shares42.01%2026-03-312026-05-06

SHW SHERWIN WILLIAMS CO22.8K shares-5.99%2026-03-312026-05-06

UNP UNION PAC CORP30.0K shares63.51%2026-03-312026-05-06

VCSH VANGUARD SCOTTSDALE FDS91.7K shares30.81%2026-03-312026-05-06

Sponsored

PWR QUANTA SVCS INC13.2K shares-3.58%2026-03-312026-05-06

DFIC DIMENSIONAL ETF TRUST200.0K sharesnew addition2026-03-312026-05-06

NOC NORTHROP GRUMMAN CORP10.4K shares1.90%2026-03-312026-05-06

PYLD PIMCO ETF TR268.2K shares5.90%2026-03-312026-05-06

EAGL 2023 ETF SERIES TRUST221.3K shares9.45%2026-03-312026-05-06

DAL DELTA AIR LINES INC101.3K shares14.17%2026-03-312026-05-06

PFE PFIZER INC238.3K shares28.77%2026-03-312026-05-06

QCOM QUALCOMM INC51.9K shares5.96%2026-03-312026-05-06

Sponsored

DVY ISHARES TR44.0K shares27.31%2026-03-312026-05-06

FITB FIFTH THIRD BANCORP139.3K shares15.89%2026-03-312026-05-06

ESML ISHARES TR137.1K shares6968.54%2026-03-312026-05-06

CITIGROUP INC CITIGROUP INC56.4K shares82.15%2026-03-312026-05-06

IWP ISHARES TR49.3K shares-2.96%2026-03-312026-05-06

ARCC ARES CAPITAL CORP350.8K shares1.38%2026-03-312026-05-06

TFC TRUIST FINL CORP137.1K shares5.55%2026-03-312026-05-06

INTC INTEL CORP142.2K shares-1.15%2026-03-312026-05-06

Sponsored

VNQ VANGUARD INDEX FDS70.2K shares15.23%2026-03-312026-05-06

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW46.6K shares2.66%2026-03-312026-05-06

BSCW INVESCO EXCH TRD SLF IDX FD292.5K shares0.84%2026-03-312026-05-06

MS MORGAN STANLEY36.4K shares-11.96%2026-03-312026-05-06

OKTA OKTA INC74.8K shares1790.07%2026-03-312026-05-06

CWI SPDR INDEX SHS FDS160.1K shares1.73%2026-03-312026-05-06

IUSG ISHARES TR36.8K shares202.07%2026-03-312026-05-06

SCHG SCHWAB STRATEGIC TR195.5K shares-6.22%2026-03-312026-05-06

Sponsored

GLW CORNING INC41.5K shares3.83%2026-03-312026-05-06

DMXF ISHARES TR74.5K sharesnew addition2026-03-312026-05-06

DFUS DIMENSIONAL ETF TRUST78.5K shares-0.54%2026-03-312026-05-06

RAMP LIVERAMP HLDGS INC208.0K shares9673.21%2026-03-312026-05-06

VHT VANGUARD WORLD FD20.1K shares3.39%2026-03-312026-05-06

PNC PNC FINL SVCS GROUP INC26.3K shares-4.79%2026-03-312026-05-06

AOA ISHARES TR61.6K shares-0.66%2026-03-312026-05-06

SYK STRYKER CORPORATION16.5K shares-16.96%2026-03-312026-05-06

Sponsored

PHYS SPROTT ASSET MANAGEMENT LP150.0K shares0.09%2026-03-312026-05-06

NVS NOVARTIS AG34.7K shares81.54%2026-03-312026-05-06

SPGI S&P GLOBAL INC12.4K shares-4.87%2026-03-312026-05-06

TOWN TOWNEBANK PORTSMOUTH VA156.8K shares0.22%2026-03-312026-05-06

ADBE ADOBE INC21.6K shares-38.26%2026-03-312026-05-06

SPGM SPDR INDEX SHS FDS69.1K shares76.57%2026-03-312026-05-06

ARISTA NETWORKS INC ARISTA NETWORKS INC41.6K shares-9.58%2026-03-312026-05-06

NACP TIDAL TRUST III105.5K shares-0.00%2026-03-312026-05-06

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TWST TWIST BIOSCIENCE CORP107.3K shares1239.11%2026-03-312026-05-06

VZ VERIZON COMMUNICATIONS INC99.6K shares10.09%2026-03-312026-05-06

CB CHUBB LTD SWITZ15.2K shares-3.19%2026-03-312026-05-06

NEM NEWMONT CORP45.3K shares35.91%2026-03-312026-05-06

IEI ISHARES TR41.2K shares-6.88%2026-03-312026-05-06

AVUV AMERICAN CENTY ETF TR43.6K shares11.28%2026-03-312026-05-06

XLF SELECT SECTOR SPDR TR97.0K shares15.84%2026-03-312026-05-06

CL COLGATE PALMOLIVE CO55.5K shares25.96%2026-03-312026-05-06

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CSX CSX CORP114.7K shares13.27%2026-03-312026-05-06

IGV ISHARES TR58.1K shares139.19%2026-03-312026-05-06

NOBL PROSHARES TR43.4K shares1.65%2026-03-312026-05-06

FNDB SCHWAB STRATEGIC TR168.9K sharesnew addition2026-03-312026-05-06

IBIT ISHARES BITCOIN TRUST ETF118.6K shares81.29%2026-03-312026-05-06

CFO VICTORY PORTFOLIOS II61.1K shares-0.80%2026-03-312026-05-06

ADI ANALOG DEVICES INC14.2K shares-10.80%2026-03-312026-05-06

QFLR INNOVATOR ETFS TRUST135.4K shares3.24%2026-03-312026-05-06

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SO SOUTHERN CO46.5K shares-18.75%2026-03-312026-05-06

BA BOEING CO22.3K shares4.17%2026-03-312026-05-06

CME CME GROUP INC14.9K shares-1.41%2026-03-312026-05-06

GM GENERAL MTRS CO58.6K shares128.14%2026-03-312026-05-06

BLACKROCK INC BLACKROCK INC4.4K shares-1.49%2026-03-312026-05-06

SCHX SCHWAB STRATEGIC TR166.0K shares54.14%2026-03-312026-05-06

ITM VANECK ETF TRUST91.2K shares0.27%2026-03-312026-05-06

COP CONOCOPHILLIPS32.1K shares29.15%2026-03-312026-05-06

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AMT AMERICAN TOWER CORP23.6K shares-1.72%2026-03-312026-05-06

IGF ISHARES TR60.6K shares-9.43%2026-03-312026-05-06

MMM 3M CO27.7K shares-6.80%2026-03-312026-05-06

VTHR VANGUARD SCOTTSDALE FDS13.9K shares4.33%2026-03-312026-05-06

VBR VANGUARD INDEX FDS18.2K shares-8.59%2026-03-312026-05-06

HAS HASBRO INC42.1K shares412.95%2026-03-312026-05-06

IBDW ISHARES TR186.3K shares0.06%2026-03-312026-05-06

VTES VANGUARD WELLINGTON FD37.9K shares56.62%2026-03-312026-05-06

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SUB ISHARES TR35.8K shares8.82%2026-03-312026-05-06

UNH UNITEDHEALTH GROUP INC14.1K shares-18.74%2026-03-312026-05-06

RWR SPDR SERIES TRUST37.6K shares0.00%2026-03-312026-05-06

EWJ ISHARES INC44.9K shares1163.95%2026-03-312026-05-06

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T82.2K shares20448.25%2026-03-312026-05-06

AON PLC AON PLC11.4K shares8.60%2026-03-312026-05-06

SHEL SHELL PLC39.7K shares72.48%2026-03-312026-05-06

NKE NIKE INC69.4K shares21.90%2026-03-312026-05-06

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MSI MOTOROLA SOLUTIONS INC8.4K shares0.65%2026-03-312026-05-06

IJK ISHARES TR36.1K shares-0.79%2026-03-312026-05-06

BSCQ INVESCO EXCH TRD SLF IDX FD180.6K shares-16.03%2026-03-312026-05-06

EPD ENTERPRISE PRODS PARTNERS L92.3K shares-1.04%2026-03-312026-05-06

LINDE PLC LINDE PLC7.0K shares-12.52%2026-03-312026-05-06

MKL MARKEL GROUP INC1.8K shares-3.45%2026-03-312026-05-06

NOW SERVICENOW INC32.7K shares-69.37%2026-03-312026-05-06

QQQH NEOS ETF TRUST66.7K shares1.39%2026-03-312026-05-06

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TFSL TFS FINL CORP242.0K shares-2.10%2026-03-312026-05-06

UJAN INNOVATOR ETFS TRUST79.8K shares-4.75%2026-03-312026-05-06

HBAN HUNTINGTON BANCSHARES INC216.5K shares3.68%2026-03-312026-05-06

CMI CUMMINS INC6.3K shares-3.66%2026-03-312026-05-06

AJG GALLAGHER ARTHUR J & CO15.5K shares-6.66%2026-03-312026-05-06

AHH AH RLTY TR INC594.0K shares-8.29%2026-03-312026-05-06

SCHH SCHWAB STRATEGIC TR150.3K shares0.02%2026-03-312026-05-06

DFUV DIMENSIONAL ETF TRUST66.2K shares-11.17%2026-03-312026-05-06

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ITW ILLINOIS TOOL WKS INC12.2K shares-6.65%2026-03-312026-05-06

VOT VANGUARD INDEX FDS12.2K shares4.74%2026-03-312026-05-06

APD AIR PRODUCTS AND CHEMICALS I10.8K shares-12.27%2026-03-312026-05-06

COF CAPITAL ONE FINL CORP16.9K shares-8.10%2026-03-312026-05-06

TGT TARGET CORP25.5K shares-12.46%2026-03-312026-05-06

TDG TRANSDIGM GROUP INC2.7K shares-1.55%2026-03-312026-05-06

FDX FEDEX CORP8.6K shares-4.46%2026-03-312026-05-06

TMO THERMO FISHER SCIENTIFIC INC6.2K shares-12.97%2026-03-312026-05-06

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ISHARES GOLD TR ISHARES GOLD TR34.3K shares-1.12%2026-03-312026-05-06

IWO ISHARES TR9.6K shares-4.00%2026-03-312026-05-06

SUSB ISHARES TR118.8K sharesnew addition2026-03-312026-05-06

ALL ALLSTATE CORP14.3K shares-6.62%2026-03-312026-05-06

VGT VANGUARD WORLD FD4.2K shares16.05%2026-03-312026-05-06

UPS UNITED PARCEL SVCS INC29.7K shares-8.59%2026-03-312026-05-06

IVOO VANGUARD ADMIRAL FDS INC25.4K shares294.21%2026-03-312026-05-06

IGM ISHARES TR24.5K shares376.07%2026-03-312026-05-06

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BEAM BEAM THERAPEUTICS INC121.2K shares7982.00%2026-03-312026-05-06

WBD WARNER BROS DISCOVERY INC102.6K shares7.17%2026-03-312026-05-06

IWN ISHARES TR14.8K shares-11.58%2026-03-312026-05-06

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL7.2K shares-84.12%2026-03-312026-05-06

PULS PGIM ETF TR56.7K shares28.02%2026-03-312026-05-06

RBLX ROBLOX CORP49.5K shares592.51%2026-03-312026-05-06

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CVS CVS HEALTH CORP37.9K shares6.51%2026-03-312026-05-06

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BIP BROOKFIELD INFRASTRUCTURE PA75.1K shares-0.81%2026-03-312026-05-06

MEDTRONIC PLC MEDTRONIC PLC31.3K shares-39.87%2026-03-312026-05-06

IBRX IMMUNITYBIO INC345.7K shares10.91%2026-03-312026-05-06

FCX FREEPORT MCMORAN INC44.5K shares12.43%2026-03-312026-05-06

SCHV SCHWAB STRATEGIC TR85.2K shares-0.09%2026-03-312026-05-06

MLM MARTIN MARIETTA MATLS INC4.3K shares5.68%2026-03-312026-05-06

USXF ISHARES TR45.7K sharesnew addition2026-03-312026-05-06

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP7.3K shares-19.32%2026-03-312026-05-06

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LH LABCORP HOLDINGS INC9.4K shares0.69%2026-03-312026-05-06

VLO VALERO ENERGY CORP10.1K shares-0.98%2026-03-312026-05-06

CORZ CORE SCIENTIFIC INC NEW164.0K shares0.14%2026-03-312026-05-06

VGK VANGUARD INTL EQUITY INDEX F29.6K shares1.72%2026-03-312026-05-06

VONE VANGUARD SCOTTSDALE FDS8.2K shares-81.60%2026-03-312026-05-06

INTU INTUIT5.6K shares-13.46%2026-03-312026-05-06

SIVR ABRDN SILVER ETF TRUST33.5K shares-1.80%2026-03-312026-05-06

CVGI COMMERCIAL VEH GROUP INC700.0K shares0.00%2026-03-312026-05-06

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GOVT ISHARES TR102.8K shares-0.23%2026-03-312026-05-06

RY ROYAL BK CDA14.5K shares-2.62%2026-03-312026-05-06

GILD GILEAD SCIENCES INC16.8K shares372.20%2026-03-312026-05-06

CSQ CALAMOS STRATEGIC TOTAL RETU136.3K shares0.62%2026-03-312026-05-06

BKNG BOOKING HOLDINGS INC550 shares-87.49%2026-03-312026-05-06

ALK ALASKA AIR GROUP INC62.5K shares15375.74%2026-03-312026-05-06

RMT ROYCE MICRO-CAP TR INC203.2K shares-2.58%2026-03-312026-05-06

ZTS ZOETIS INC19.3K shares-15.29%2026-03-312026-05-06

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KKR & CO INC KKR & CO INC24.5K shares29.21%2026-03-312026-05-06

SCHA SCHWAB STRATEGIC TR77.4K shares3.06%2026-03-312026-05-06

KMI KINDER MORGAN INC DEL66.9K shares60.80%2026-03-312026-05-06

APH AMPHENOL CORP17.7K shares-6.12%2026-03-312026-05-06

ELV ELEVANCE HEALTH INC FORMERLY7.6K shares-3.01%2026-03-312026-05-06

ISRG INTUITIVE SURGICAL INC4.8K shares-42.77%2026-03-312026-05-06

VTWG VANGUARD SCOTTSDALE FDS9.6K shares1.83%2026-03-312026-05-06

SHOP SHOPIFY INC18.5K shares133.75%2026-03-312026-05-06

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VTWV VANGUARD SCOTTSDALE FDS13.1K shares2.00%2026-03-312026-05-06

CMCSA COMCAST CORP NEW76.2K shares2.45%2026-03-312026-05-06

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO41.3K shares-13.67%2026-03-312026-05-06

PTRB PGIM ETF TR52.3K sharesnew addition2026-03-312026-05-06

CIBR FIRST TR EXCHANGE-TRADED FD34.6K shares2304.38%2026-03-312026-05-06

KLAC KLA CORP1.5K shares-26.44%2026-03-312026-05-06

GWW WW GRAINGER INC2.0K shares-7.96%2026-03-312026-05-06

TRV TRAVELERS COMPANIES INC7.4K shares-5.89%2026-03-312026-05-06

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TPL TEXAS PACIFIC LAND CORPORATI4.5K shares-2.84%2026-03-312026-05-06

NEU NEWMARKET CORP3.3K shares-0.89%2026-03-312026-05-06

VIOO VANGUARD ADMIRAL FDS INC18.3K shares22.60%2026-03-312026-05-06

IGSB ISHARES TR39.9K shares-23.48%2026-03-312026-05-06

SONY SONY GROUP CORP100.4K shares134.56%2026-03-312026-05-06

MDLZ MONDELEZ INTL INC35.9K shares-9.81%2026-03-312026-05-06

JEPQ J P MORGAN EXCHANGE TRADED F37.2K shares5.44%2026-03-312026-05-06

D DOMINION ENERGY INC33.3K shares-19.43%2026-03-312026-05-06

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MCO MOODYS CORP4.7K shares-18.57%2026-03-312026-05-06

PPG PPG INDS INC19.0K shares-2.65%2026-03-312026-05-06

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CMG CHIPOTLE MEXICAN GRILL INC63.4K shares12.60%2026-03-312026-05-06

VIS VANGUARD WORLD FD6.5K shares0.03%2026-03-312026-05-06

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD45.4K shares3.60%2026-03-312026-05-06

LHX L3HARRIS TECHNOLOGIES INC5.8K shares29.17%2026-03-312026-05-06

FAST FASTENAL CO42.6K shares27.47%2026-03-312026-05-06

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XLE SELECT SECTOR SPDR TR32.2K shares8.59%2026-03-312026-05-06

MPC MARATHON PETE CORP8.1K shares-28.22%2026-03-312026-05-06

AES AES CORP139.6K shares64.14%2026-03-312026-05-06

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SYY SYSCO CORP27.4K shares-0.17%2026-03-312026-05-06

PSX PHILLIPS 6610.7K shares-12.48%2026-03-312026-05-06

FNDC SCHWAB STRATEGIC TR41.5K shares1275.99%2026-03-312026-05-06

PHM PULTE GROUP INC16.2K shares588.30%2026-03-312026-05-06

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CBOE CBOE GLOBAL MKTS INC6.8K shares-4.74%2026-03-312026-05-06

AMP AMERIPRISE FINL INC4.2K shares0.52%2026-03-312026-05-06

EXG EATON VANCE TAX-MANAGED GLOB215.8K sharesnew addition2026-03-312026-05-06

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TSCO TRACTOR SUPPLY CO40.9K shares-6.11%2026-03-312026-05-06

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FTNT FORTINET INC22.4K shares107.45%2026-03-312026-05-06

IJJ ISHARES TR13.8K shares2.15%2026-03-312026-05-06

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THE CIGNA GROUP THE CIGNA GROUP6.8K shares-24.58%2026-03-312026-05-06

EFV ISHARES TR24.4K shares-1.40%2026-03-312026-05-06

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AEP AMERICAN ELEC PWR CO INC13.5K shares2.75%2026-03-312026-05-06

UBS UBS GROUP AG45.2K shares190.60%2026-03-312026-05-06

VRT VERTIV HOLDINGS CO7.0K shares4.41%2026-03-312026-05-06

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EEM ISHARES TR30.9K shares0.62%2026-03-312026-05-06

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DVN DEVON ENERGY CORP NEW33.4K shares8.77%2026-03-312026-05-06

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ULTA ULTA BEAUTY INC3.2K shares-90.57%2026-03-312026-05-06

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PRU PRUDENTIAL FINL INC16.8K shares6.04%2026-03-312026-05-06

ACWV ISHARES INC13.7K shares0.15%2026-03-312026-05-06

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BE BLOOM ENERGY CORP12.0K shares-9.81%2026-03-312026-05-06

UAL UNITED AIRLS HLDGS INC17.7K shares252.65%2026-03-312026-05-06

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IUSB ISHARES TR33.8K shares-8.31%2026-03-312026-05-06

LQD ISHARES TR14.3K shares-24.55%2026-03-312026-05-06

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FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D816 shares1.75%2026-03-312026-05-06

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QYLD GLOBAL X FDS86.0K shares2.13%2026-03-312026-05-06

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Sponsored

ASML ASML HLDG NV881 shares-36.02%2026-03-312026-05-06

HYG ISHARES TR14.6K shares2.57%2026-03-312026-05-06

VFMO VANGUARD WELLINGTON FD5.9K shares-16.69%2026-03-312026-05-06

WELL WELLTOWER INC5.8K shares-21.39%2026-03-312026-05-06

EIX EDISON INTL15.6K shares5.71%2026-03-312026-05-06

IDV ISHARES TR26.8K shares4.99%2026-03-312026-05-06

RKT ROCKET COS INC80.1K shares0.02%2026-03-312026-05-06

EQH EQUITABLE HLDGS INC30.6K shares18.21%2026-03-312026-05-06

Sponsored

CBRE CBRE GROUP INC8.4K shares-18.82%2026-03-312026-05-06

SPOT SPOTIFY TECHNOLOGY S A2.3K shares-2.70%2026-03-312026-05-06

RSG REPUBLIC SVCS INC5.2K shares11.90%2026-03-312026-05-06

STWD STARWOOD PPTY TR INC65.5K shares32.97%2026-03-312026-05-06

IBBQ INVESCO EXCH TRADED FD TR II38.8K sharesnew addition2026-03-312026-05-06

CRWD CROWDSTRIKE HLDGS INC2.9K shares-9.40%2026-03-312026-05-06

PLPC PREFORMED LINE PRODS CO4.1K shares0.00%2026-03-312026-05-06

ECL ECOLAB INC4.2K shares-17.23%2026-03-312026-05-06

Sponsored

TT TRANE TECHNOLOGIES PLC2.7K shares-23.64%2026-03-312026-05-06

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC15.6K shares24.03%2026-03-312026-05-06

SPSM SPDR SERIES TRUST23.0K shares-3.01%2026-03-312026-05-06

VTEI VANGUARD MUN BD FDS11.1K shares-4.32%2026-03-312026-05-06

FSLR FIRST SOLAR INC5.6K shares-4.64%2026-03-312026-05-06

SCHK SCHWAB STRATEGIC TR35.1K shares3.79%2026-03-312026-05-06

ADM ARCHER DANIELS MIDLAND CO15.1K shares-12.77%2026-03-312026-05-06

EPI WISDOMTREE TR26.9K shares6.62%2026-03-312026-05-06

Sponsored

EXPE EXPEDIA GROUP INC4.7K shares-24.91%2026-03-312026-05-06

CNQ CANADIAN NAT RES LTD MED TER22.4K shares236.42%2026-03-312026-05-06

BKR BAKER HUGHES COMPANY17.9K shares123.24%2026-03-312026-05-06

BSCV INVESCO EXCH TRD SLF IDX FD66.1K shares-7.51%2026-03-312026-05-06

VANGUARD INDEX FDS

41.48%

Shares1.7M

Event2026-03-31

Filed2026-05-06

PCAR

PACCAR INC

49409.96%

Shares4.9M

Event2026-03-31

Filed2026-05-06

MSFT

MICROSOFT CORP

175.90%

Shares909.6K

Event2026-03-31

Filed2026-05-06

AAPL

APPLE INC

16.48%

Shares1.2M

Event2026-03-31

Filed2026-05-06

IVV

ISHARES TR

1.08%

Shares437.6K

Event2026-03-31

Filed2026-05-06

IDEV

ISHARES TR

1299102.13%

Shares3.1M

Event2026-03-31

Filed2026-05-06

IWF

ISHARES TR

-1.62%

Shares538.9K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

1.16%

Shares709.7K

Event2026-03-31

Filed2026-05-06

AMZN

AMAZON COM INC

143.05%

Shares926.2K

Event2026-03-31

Filed2026-05-06

DIHP

DIMENSIONAL ETF TRUST

New

Shares5.5M

Event2026-03-31

Filed2026-05-06

VTI

VANGUARD INDEX FDS

282.80%

Shares542.9K

Event2026-03-31

Filed2026-05-06

SPY

STATE STR SPDR S&P 500 ETF T

81.26%

Shares252.4K

Event2026-03-31

Filed2026-05-06

VTV

VANGUARD INDEX FDS

8.14%

Shares750.8K

Event2026-03-31

Filed2026-05-06

VMBS

VANGUARD SCOTTSDALE FDS

9.83%

Shares3.0M

Event2026-03-31

Filed2026-05-06

SPDW

SPDR INDEX SHS FDS

1.92%

Shares3.1M

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

-3.89%

Shares525.2K

Event2026-03-31

Filed2026-05-06

NVDA

NVIDIA CORPORATION

43.35%

Shares777.1K

Event2026-03-31

Filed2026-05-06

INVESCO EXCHANGE TRADED FD T

-3.06%

Shares660.5K

Event2026-03-31

Filed2026-05-06

FNDA

SCHWAB STRATEGIC TR

36598.90%

Shares3.7M

Event2026-03-31

Filed2026-05-06

ALPHABET INC

24.09%

Shares401.9K

Event2026-03-31

Filed2026-05-06

DFAI

DIMENSIONAL ETF TRUST

2.34%

Shares2.7M

Event2026-03-31

Filed2026-05-06

VEA

VANGUARD TAX-MANAGED FDS

508.66%

Shares1.6M

Event2026-03-31

Filed2026-05-06

DUHP

DIMENSIONAL ETF TRUST

New

Shares2.7M

Event2026-03-31

Filed2026-05-06

IEFA

ISHARES TR

11.59%

Shares1.0M

Event2026-03-31

Filed2026-05-06

IXUS

ISHARES TR

220.66%

Shares1.1M

Event2026-03-31

Filed2026-05-06

DLN

WISDOMTREE TR

-7.23%

Shares976.3K

Event2026-03-31

Filed2026-05-06

JPM

JPMORGAN CHASE & CO

11.54%

Shares289.9K

Event2026-03-31

Filed2026-05-06

CGGE

CAPITAL GROUP GLOBAL EQUITY

New

Shares2.7M

Event2026-03-31

Filed2026-05-06

BERKSHIRE HATHAWAY INC DEL

14.03%

Shares156.1K

Event2026-03-31

Filed2026-05-06

IWR

ISHARES TR

0.49%

Shares768.7K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

31.77%

Shares252.5K

Event2026-03-31

Filed2026-05-06

NSC

NORFOLK SOUTHN CORP

-5.60%

Shares250.1K

Event2026-03-31

Filed2026-05-06

SBUX

STARBUCKS CORP

2779.89%

Shares798.2K

Event2026-03-31

Filed2026-05-06

JEPI

J P MORGAN EXCHANGE TRADED F

-5.01%

Shares1.2M

Event2026-03-31

Filed2026-05-06

BSCT

INVESCO EXCH TRD SLF IDX FD

6.19%

Shares3.6M

Event2026-03-31

Filed2026-05-06

BSCS

INVESCO EXCH TRD SLF IDX FD

6.30%

Shares3.3M

Event2026-03-31

Filed2026-05-06

CAT

CATERPILLAR INC

-8.49%

Shares92.2K

Event2026-03-31

Filed2026-05-06

JNJ

JOHNSON & JOHNSON

11.31%

Shares262.1K

Event2026-03-31

Filed2026-05-06

BSCU

INVESCO EXCH TRD SLF IDX FD

6.70%

Shares3.8M

Event2026-03-31

Filed2026-05-06

IJH

ISHARES TR

-1.46%

Shares927.6K

Event2026-03-31

Filed2026-05-06

IJR

ISHARES TR

-0.01%

Shares491.3K

Event2026-03-31

Filed2026-05-06

COST

COSTCO WHOLESALE CORPORATION

26.35%

Shares59.9K

Event2026-03-31

Filed2026-05-06

BSCX

INVESCO EXCH TRD SLF IDX FD

8.69%

Shares2.7M

Event2026-03-31

Filed2026-05-06

WMT

WALMART INC

8.69%

Shares452.3K

Event2026-03-31

Filed2026-05-06

LLY

ELI LILLY & CO

21.81%

Shares60.2K

Event2026-03-31

Filed2026-05-06

IWB

ISHARES TR

89.12%

Shares149.3K

Event2026-03-31

Filed2026-05-06

BROADCOM INC

37.95%

Shares164.7K

Event2026-03-31

Filed2026-05-06

EFA

ISHARES TR

-2.23%

Shares511.5K

Event2026-03-31

Filed2026-05-06

SCHR

SCHWAB STRATEGIC TR

10.42%

Shares2.0M

Event2026-03-31

Filed2026-05-06

ESGU

ISHARES TR

12916.02%

Shares337.9K

Event2026-03-31

Filed2026-05-06

XLG

INVESCO EXCHANGE TRADED FD T

-1.36%

Shares874.8K

Event2026-03-31

Filed2026-05-06

META

META PLATFORMS INC

33.58%

Shares79.0K

Event2026-03-31

Filed2026-05-06

XOM

EXXON MOBIL CORP

12.38%

Shares264.7K

Event2026-03-31

Filed2026-05-06

VUSB

VANGUARD BD INDEX FDS

New

Shares881.6K

Event2026-03-31

Filed2026-05-06

NEOS ETF TRUST

2.77%

Shares869.2K

Event2026-03-31

Filed2026-05-06

VONG

VANGUARD SCOTTSDALE FDS

-28.67%

Shares391.5K

Event2026-03-31

Filed2026-05-06

IVW

ISHARES TR

0.10%

Shares369.6K

Event2026-03-31

Filed2026-05-06

VXF

VANGUARD INDEX FDS

322.92%

Shares201.8K

Event2026-03-31

Filed2026-05-06

SDY

SPDR SERIES TRUST

1.80%

Shares280.2K

Event2026-03-31

Filed2026-05-06

CVX

CHEVRON CORPORATION

11.47%

Shares190.1K

Event2026-03-31

Filed2026-05-06

IWV

ISHARES TR

1.73%

Shares103.7K

Event2026-03-31

Filed2026-05-06

QUAL

ISHARES TR

-48.66%

Shares197.6K

Event2026-03-31

Filed2026-05-06

VUG

VANGUARD INDEX FDS

204.36%

Shares84.6K

Event2026-03-31

Filed2026-05-06

ECML

EA SERIES TRUST

New

Shares1.0M

Event2026-03-31

Filed2026-05-06

IWD

ISHARES TR

11.72%

Shares166.1K

Event2026-03-31

Filed2026-05-06

RTX

RTX CORPORATION

4.30%

Shares182.7K

Event2026-03-31

Filed2026-05-06

PEP

PEPSICO INC

7.18%

Shares223.5K

Event2026-03-31

Filed2026-05-06

MASTERCARD INCORPORATED

10.82%

Shares67.5K

Event2026-03-31

Filed2026-05-06

EATON CORP PLC

83.76%

Shares92.7K

Event2026-03-31

Filed2026-05-06

VIG

VANGUARD SPECIALIZED FUNDS

-12.70%

Shares152.5K

Event2026-03-31

Filed2026-05-06

JAAA

JANUS DETROIT STR TR

2.18%

Shares636.8K

Event2026-03-31

Filed2026-05-06

INVESCO QQQ TR

153.05%

Shares55.2K

Event2026-03-31

Filed2026-05-06

PROCTER & GAMBLE CO

9.10%

Shares214.2K

Event2026-03-31

Filed2026-05-06

IWM

ISHARES TR

29.66%

Shares120.8K

Event2026-03-31

Filed2026-05-06

ABBV

ABBVIE INC

31.84%

Shares134.2K

Event2026-03-31

Filed2026-05-06

VYM

VANGUARD WHITEHALL FDS

31.79%

Shares195.8K

Event2026-03-31

Filed2026-05-06

MINT

PIMCO ETF TR

2468.66%

Shares286.9K

Event2026-03-31

Filed2026-05-06

VISA INC

37.64%

Shares90.4K

Event2026-03-31

Filed2026-05-06

HOME DEPOT INC

13.92%

Shares82.8K

Event2026-03-31

Filed2026-05-06

CINF

CINCINNATI FINL CORP

705.88%

Shares172.2K

Event2026-03-31

Filed2026-05-06

MDY

STATE STR SPDR S&P MIDCAP 40

-1.52%

Shares43.7K

Event2026-03-31

Filed2026-05-06

ACWI

ISHARES TR

200.42%

Shares187.0K

Event2026-03-31

Filed2026-05-06

AGG

ISHARES TR

19.27%

Shares259.0K

Event2026-03-31

Filed2026-05-06

BLACKSTONE INC

216.60%

Shares219.9K

Event2026-03-31

Filed2026-05-06

IBMQ

ISHARES TR

2.49%

Shares985.9K

Event2026-03-31

Filed2026-05-06

ESGD

ISHARES TR

17251.03%

Shares262.2K

Event2026-03-31

Filed2026-05-06

IBMR

ISHARES TR

2.89%

Shares979.9K

Event2026-03-31

Filed2026-05-06

IBMP

ISHARES TR

2.06%

Shares976.3K

Event2026-03-31

Filed2026-05-06

VANGUARD INTL EQUITY INDEX F

4.17%

Shares178.2K

Event2026-03-31

Filed2026-05-06

TSLA

TESLA INC

40.68%

Shares65.8K

Event2026-03-31

Filed2026-05-06

IEMG

ISHARES INC

164.60%

Shares347.8K

Event2026-03-31

Filed2026-05-06

IVE

ISHARES TR

-0.40%

Shares113.4K

Event2026-03-31

Filed2026-05-06

VONV

VANGUARD SCOTTSDALE FDS

0.32%

Shares252.1K

Event2026-03-31

Filed2026-05-06

IBMS

ISHARES TR

2.51%

Shares899.2K

Event2026-03-31

Filed2026-05-06

SCHW

SCHWAB CHARLES CORP

1.86%

Shares246.3K

Event2026-03-31

Filed2026-05-06

DFAE

DIMENSIONAL ETF TRUST

0.61%

Shares679.7K

Event2026-03-31

Filed2026-05-06

WASTE MGMT INC DEL

-2.20%

Shares95.2K

Event2026-03-31

Filed2026-05-06

AMD

ADVANCED MICRO DEVICES INC

445.87%

Shares107.0K

Event2026-03-31

Filed2026-05-06

PANW

PALO ALTO NETWORKS INC

10.28%

Shares134.5K

Event2026-03-31

Filed2026-05-06

LOW

LOWES COS INC

94.26%

Shares91.1K

Event2026-03-31

Filed2026-05-06

CSCO

CISCO SYS INC

6.22%

Shares273.5K

Event2026-03-31

Filed2026-05-06

ORCL

ORACLE CORP

-35.30%

Shares136.3K

Event2026-03-31

Filed2026-05-06

ICE

INTERCONTINENTAL EXCHANGE IN

-1.67%

Shares125.2K

Event2026-03-31

Filed2026-05-06

MICRON TECHNOLOGY INC

16.58%

Shares58.2K

Event2026-03-31

Filed2026-05-06

MIAX

MIAMI INTL HLDGS INC

New

Shares503.7K

Event2026-03-31

Filed2026-05-06

KEY

KEYCORP

-1.96%

Shares958.8K

Event2026-03-31

Filed2026-05-06

LYV

LIVE NATION ENTERTAINMENT IN

-0.76%

Shares125.5K

Event2026-03-31

Filed2026-05-06

DFLV

DIMENSIONAL ETF TRUST

73109.35%

Shares532.2K

Event2026-03-31

Filed2026-05-06

TXN

TEXAS INSTRS INC

1.65%

Shares96.5K

Event2026-03-31

Filed2026-05-06

PGX

INVESCO EXCH TRADED FD TR II

0.88%

Shares1.7M

Event2026-03-31

Filed2026-05-06

UBER

UBER TECHNOLOGIES INC

4.81%

Shares256.5K

Event2026-03-31

Filed2026-05-06

MERCK & CO INC

37.86%

Shares152.1K

Event2026-03-31

Filed2026-05-06

GLD

SPDR GOLD TR

-2.12%

Shares42.2K

Event2026-03-31

Filed2026-05-06

DHR

DANAHER CORP DEL

-4.81%

Shares95.5K

Event2026-03-31

Filed2026-05-06

PARKER-HANNIFIN CORP

-2.79%

Shares20.2K

Event2026-03-31

Filed2026-05-06

AMGN

AMGEN INC

41.28%

Shares50.2K

Event2026-03-31

Filed2026-05-06

CRM

SALESFORCE INC

15.77%

Shares93.5K

Event2026-03-31

Filed2026-05-06

ABT

ABBOTT LABORATORIES

10.66%

Shares168.7K

Event2026-03-31

Filed2026-05-06

NFLX

NETFLIX INC.

131.82%

Shares177.2K

Event2026-03-31

Filed2026-05-06

COCA COLA CO

9.62%

Shares218.4K

Event2026-03-31

Filed2026-05-06

PGR

PROGRESSIVE CORP

-2.70%

Shares82.2K

Event2026-03-31

Filed2026-05-06

AWK

AMERICAN WTR WKS CO INC NEW

-2.50%

Shares118.8K

Event2026-03-31

Filed2026-05-06

VEU

VANGUARD INTL EQUITY INDEX F

141.66%

Shares207.4K

Event2026-03-31

Filed2026-05-06

MELI

MERCADOLIBRE INC

1907.83%

Shares9.0K

Event2026-03-31

Filed2026-05-06

AKAM

AKAMAI TECHNOLOGIES INC

2.98%

Shares133.9K

Event2026-03-31

Filed2026-05-06

ACI

ALBERTSONS COS INC

-0.13%

Shares888.5K

Event2026-03-31

Filed2026-05-06

OMFL

INVESCO EXCH TRD SLF IDX FD

New

Shares251.6K

Event2026-03-31

Filed2026-05-06

ALTRIA GROUP INC

10.30%

Shares228.7K

Event2026-03-31

Filed2026-05-06

GE AEROSPACE

32.39%

Shares51.7K

Event2026-03-31

Filed2026-05-06

MUNI

PIMCO ETF TR

16.63%

Shares273.2K

Event2026-03-31

Filed2026-05-06

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

0.36%

Shares72.0K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

2795.00%

Shares47.5K

Event2026-03-31

Filed2026-05-06

DNLI

DENALI THERAPEUTICS INC

New

Shares738.0K

Event2026-03-31

Filed2026-05-06

RODM

LATTICE STRATEGIES TR

New

Shares356.3K

Event2026-03-31

Filed2026-05-06

MCD

MCDONALDS CORP

-2.79%

Shares44.8K

Event2026-03-31

Filed2026-05-06

AXP

AMERICAN EXPRESS CO

-4.16%

Shares45.6K

Event2026-03-31

Filed2026-05-06

SPTM

SPDR SERIES TRUST

1030.11%

Shares173.1K

Event2026-03-31

Filed2026-05-06

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares19

Event2026-03-31

Filed2026-05-06

ZOOM COMMUNICATIONS INC

-12.93%

Shares169.5K

Event2026-03-31

Filed2026-05-06

BBIN

J P MORGAN EXCHANGE TRADED F

New

Shares186.4K

Event2026-03-31

Filed2026-05-06

ACWX

ISHARES TR

149.87%

Shares196.2K

Event2026-03-31

Filed2026-05-06

AMAT

APPLIED MATLS INC

-11.94%

Shares39.3K

Event2026-03-31

Filed2026-05-06

SCHD

SCHWAB STRATEGIC TR

61.87%

Shares432.0K

Event2026-03-31

Filed2026-05-06

ORLY

OREILLY AUTOMOTIVE INC

8.51%

Shares141.6K

Event2026-03-31

Filed2026-05-06

MUB

ISHARES TR

0.55%

Shares122.0K

Event2026-03-31

Filed2026-05-06

VTEB

VANGUARD MUN BD FDS

11.40%

Shares258.6K

Event2026-03-31

Filed2026-05-06

AT&T INC

9.84%

Shares444.5K

Event2026-03-31

Filed2026-05-06

VXUS

VANGUARD STAR FDS

115.43%

Shares161.7K

Event2026-03-31

Filed2026-05-06

IBM

INTERNATIONAL BUSINESS MACHS

17.94%

Shares50.3K

Event2026-03-31

Filed2026-05-06

BAC

BANK AMERICA CORP

54.04%

Shares247.8K

Event2026-03-31

Filed2026-05-06

IWS

ISHARES TR

-1.89%

Shares82.8K

Event2026-03-31

Filed2026-05-06

SHY

ISHARES TR

67.40%

Shares145.7K

Event2026-03-31

Filed2026-05-06

BOND

PIMCO ETF TR

3.90%

Shares130.2K

Event2026-03-31

Filed2026-05-06

GOLDMAN SACHS GROUP INC

-4.98%

Shares14.1K

Event2026-03-31

Filed2026-05-06

PFM

INVESCO EXCHANGE TRADED FD T

-44.85%

Shares228.8K

Event2026-03-31

Filed2026-05-06

ITOT

ISHARES TR

1.50%

Shares80.6K

Event2026-03-31

Filed2026-05-06

NEE

NEXTERA ENERGY INC

18.16%

Shares120.5K

Event2026-03-31

Filed2026-05-06

CROX

CROCS INC

6.11%

Shares133.2K

Event2026-03-31

Filed2026-05-06

TJX

TJX COS INC NEW

26.97%

Shares68.7K

Event2026-03-31

Filed2026-05-06

VIR

VIR BIOTECHNOLOGY INC

New

Shares1.2M

Event2026-03-31

Filed2026-05-06

SCHM

SCHWAB STRATEGIC TR

0.87%

Shares349.5K

Event2026-03-31

Filed2026-05-06

DFAS

DIMENSIONAL ETF TRUST

314.57%

Shares151.2K

Event2026-03-31

Filed2026-05-06

SNOW

SNOWFLAKE INC

1278.48%

Shares70.4K

Event2026-03-31

Filed2026-05-06

LECO

LINCOLN ELEC HLDGS INC

-3.69%

Shares42.5K

Event2026-03-31

Filed2026-05-06

VWO

VANGUARD INTL EQUITY INDEX F

85.39%

Shares189.2K

Event2026-03-31

Filed2026-05-06

BND

VANGUARD BD INDEX FDS

5.20%

Shares135.9K

Event2026-03-31

Filed2026-05-06

MARVELL TECHNOLOGY INC

1000.83%

Shares101.0K

Event2026-03-31

Filed2026-05-06

XLK

SELECT SECTOR SPDR TR

53.59%

Shares74.3K

Event2026-03-31

Filed2026-05-06

WFC

WELLS FARGO & CO

13.33%

Shares122.2K

Event2026-03-31

Filed2026-05-06

DEERE & CO

-4.37%

Shares17.1K

Event2026-03-31

Filed2026-05-06

PLTR

PALANTIR TECHNOLOGIES INC

12.58%

Shares64.3K

Event2026-03-31

Filed2026-05-06

HON

HONEYWELL INTL INC

37.68%

Shares40.7K

Event2026-03-31

Filed2026-05-06

BMY

BRISTOL-MYERS SQUIBB CO

20.20%

Shares151.3K

Event2026-03-31

Filed2026-05-06

NAUT

NAUTILUS BIOTECHNOLOGY INC

New

Shares2.3M

Event2026-03-31

Filed2026-05-06

HEWJ

ISHARES TR

New

Shares160.2K

Event2026-03-31

Filed2026-05-06

BSCR

INVESCO EXCH TRD SLF IDX FD

-2.01%

Shares457.0K

Event2026-03-31

Filed2026-05-06

SGOV

ISHARES TR

4.89%

Shares87.3K

Event2026-03-31

Filed2026-05-06

LAM RESEARCH CORP

93.25%

Shares40.3K

Event2026-03-31

Filed2026-05-06

PHILIP MORRIS INTL INC

36.47%

Shares51.3K

Event2026-03-31

Filed2026-05-06

GEV

GE VERNOVA INC

-5.26%

Shares9.5K

Event2026-03-31

Filed2026-05-06

LMT

LOCKHEED MARTIN CORP

0.52%

Shares13.5K

Event2026-03-31

Filed2026-05-06

SPEM

SPDR INDEX SHS FDS

8.17%

Shares173.6K

Event2026-03-31

Filed2026-05-06

EMR

EMERSON ELEC CO

49.47%

Shares60.7K

Event2026-03-31

Filed2026-05-06

ADP

AUTOMATIC DATA PROCESSING IN

-5.36%

Shares38.3K

Event2026-03-31

Filed2026-05-06

SCHF

SCHWAB STRATEGIC TR

20.15%

Shares313.2K

Event2026-03-31

Filed2026-05-06

TSM

TAIWAN SEMICONDUCTOR MANUFAC

148.23%

Shares22.2K

Event2026-03-31

Filed2026-05-06

USMV

ISHARES TR

-4.03%

Shares80.3K

Event2026-03-31

Filed2026-05-06

DIS

DISNEY WALT CO

28.23%

Shares77.1K

Event2026-03-31

Filed2026-05-06

ACCENTURE PLC IRELAND

42.01%

Shares37.1K

Event2026-03-31

Filed2026-05-06

SHW

SHERWIN WILLIAMS CO

-5.99%

Shares22.8K

Event2026-03-31

Filed2026-05-06

UNP

UNION PAC CORP

63.51%

Shares30.0K

Event2026-03-31

Filed2026-05-06

VCSH

VANGUARD SCOTTSDALE FDS

30.81%

Shares91.7K

Event2026-03-31

Filed2026-05-06

PWR

QUANTA SVCS INC

-3.58%

Shares13.2K

Event2026-03-31

Filed2026-05-06

DFIC

DIMENSIONAL ETF TRUST

New

Shares200.0K

Event2026-03-31

Filed2026-05-06

NOC

NORTHROP GRUMMAN CORP

1.90%

Shares10.4K

Event2026-03-31

Filed2026-05-06

PYLD

PIMCO ETF TR

5.90%

Shares268.2K

Event2026-03-31

Filed2026-05-06

EAGL

2023 ETF SERIES TRUST

9.45%

Shares221.3K

Event2026-03-31

Filed2026-05-06

DAL

DELTA AIR LINES INC

14.17%

Shares101.3K

Event2026-03-31

Filed2026-05-06

PFE

PFIZER INC

28.77%

Shares238.3K

Event2026-03-31

Filed2026-05-06

QCOM

QUALCOMM INC

5.96%

Shares51.9K

Event2026-03-31

Filed2026-05-06

DVY

ISHARES TR

27.31%

Shares44.0K

Event2026-03-31

Filed2026-05-06

FITB

FIFTH THIRD BANCORP

15.89%

Shares139.3K

Event2026-03-31

Filed2026-05-06

ESML

ISHARES TR

6968.54%

Shares137.1K

Event2026-03-31

Filed2026-05-06

CITIGROUP INC

82.15%

Shares56.4K

Event2026-03-31

Filed2026-05-06

IWP

ISHARES TR

-2.96%

Shares49.3K

Event2026-03-31

Filed2026-05-06

ARCC

ARES CAPITAL CORP

1.38%

Shares350.8K

Event2026-03-31

Filed2026-05-06

TFC

TRUIST FINL CORP

5.55%

Shares137.1K

Event2026-03-31

Filed2026-05-06

INTC

INTEL CORP

-1.15%

Shares142.2K

Event2026-03-31

Filed2026-05-06

VNQ

VANGUARD INDEX FDS

15.23%

Shares70.2K

Event2026-03-31

Filed2026-05-06

DUKE ENERGY CORP NEW

2.66%

Shares46.6K

Event2026-03-31

Filed2026-05-06

BSCW

INVESCO EXCH TRD SLF IDX FD

0.84%

Shares292.5K

Event2026-03-31

Filed2026-05-06

MORGAN STANLEY

-11.96%

Shares36.4K

Event2026-03-31

Filed2026-05-06

OKTA

OKTA INC

1790.07%

Shares74.8K

Event2026-03-31

Filed2026-05-06

CWI

SPDR INDEX SHS FDS

1.73%

Shares160.1K

Event2026-03-31

Filed2026-05-06

IUSG

ISHARES TR

202.07%

Shares36.8K

Event2026-03-31

Filed2026-05-06

SCHG

SCHWAB STRATEGIC TR

-6.22%

Shares195.5K

Event2026-03-31

Filed2026-05-06

GLW

CORNING INC

3.83%

Shares41.5K

Event2026-03-31

Filed2026-05-06

DMXF

ISHARES TR

New

Shares74.5K

Event2026-03-31

Filed2026-05-06

DFUS

DIMENSIONAL ETF TRUST

-0.54%

Shares78.5K

Event2026-03-31

Filed2026-05-06

RAMP

LIVERAMP HLDGS INC

9673.21%

Shares208.0K

Event2026-03-31

Filed2026-05-06

VHT

VANGUARD WORLD FD

3.39%

Shares20.1K

Event2026-03-31

Filed2026-05-06

PNC

PNC FINL SVCS GROUP INC

-4.79%

Shares26.3K

Event2026-03-31

Filed2026-05-06

AOA

ISHARES TR

-0.66%

Shares61.6K

Event2026-03-31

Filed2026-05-06

SYK

STRYKER CORPORATION

-16.96%

Shares16.5K

Event2026-03-31

Filed2026-05-06

PHYS

SPROTT ASSET MANAGEMENT LP

0.09%

Shares150.0K

Event2026-03-31

Filed2026-05-06

NVS

NOVARTIS AG

81.54%

Shares34.7K

Event2026-03-31

Filed2026-05-06

SPGI

S&P GLOBAL INC

-4.87%

Shares12.4K

Event2026-03-31

Filed2026-05-06

TOWN

TOWNEBANK PORTSMOUTH VA

0.22%

Shares156.8K

Event2026-03-31

Filed2026-05-06

ADBE

ADOBE INC

-38.26%

Shares21.6K

Event2026-03-31

Filed2026-05-06

SPGM

SPDR INDEX SHS FDS

76.57%

Shares69.1K

Event2026-03-31

Filed2026-05-06

ARISTA NETWORKS INC

-9.58%

Shares41.6K

Event2026-03-31

Filed2026-05-06

NACP

TIDAL TRUST III

-0.00%

Shares105.5K

Event2026-03-31

Filed2026-05-06

TWST

TWIST BIOSCIENCE CORP

1239.11%

Shares107.3K

Event2026-03-31

Filed2026-05-06

VERIZON COMMUNICATIONS INC

10.09%

Shares99.6K

Event2026-03-31

Filed2026-05-06

CHUBB LTD SWITZ

-3.19%

Shares15.2K

Event2026-03-31

Filed2026-05-06

NEM

NEWMONT CORP

35.91%

Shares45.3K

Event2026-03-31

Filed2026-05-06

IEI

ISHARES TR

-6.88%

Shares41.2K

Event2026-03-31

Filed2026-05-06

AVUV

AMERICAN CENTY ETF TR

11.28%

Shares43.6K

Event2026-03-31

Filed2026-05-06

XLF

SELECT SECTOR SPDR TR

15.84%

Shares97.0K

Event2026-03-31

Filed2026-05-06

COLGATE PALMOLIVE CO

25.96%

Shares55.5K

Event2026-03-31

Filed2026-05-06

CSX

CSX CORP

13.27%

Shares114.7K

Event2026-03-31

Filed2026-05-06

IGV

ISHARES TR

139.19%

Shares58.1K

Event2026-03-31

Filed2026-05-06

NOBL

PROSHARES TR

1.65%

Shares43.4K

Event2026-03-31

Filed2026-05-06

FNDB

SCHWAB STRATEGIC TR

New

Shares168.9K

Event2026-03-31

Filed2026-05-06

IBIT

ISHARES BITCOIN TRUST ETF

81.29%

Shares118.6K

Event2026-03-31

Filed2026-05-06

CFO

VICTORY PORTFOLIOS II

-0.80%

Shares61.1K

Event2026-03-31

Filed2026-05-06

ADI

ANALOG DEVICES INC

-10.80%

Shares14.2K

Event2026-03-31

Filed2026-05-06

QFLR

INNOVATOR ETFS TRUST

3.24%

Shares135.4K

Event2026-03-31

Filed2026-05-06

SOUTHERN CO

-18.75%

Shares46.5K

Event2026-03-31

Filed2026-05-06

BOEING CO

4.17%

Shares22.3K

Event2026-03-31

Filed2026-05-06

CME

CME GROUP INC

-1.41%

Shares14.9K

Event2026-03-31

Filed2026-05-06

GENERAL MTRS CO

128.14%

Shares58.6K

Event2026-03-31

Filed2026-05-06

BLACKROCK INC

-1.49%

Shares4.4K

Event2026-03-31

Filed2026-05-06

SCHX

SCHWAB STRATEGIC TR

54.14%

Shares166.0K

Event2026-03-31

Filed2026-05-06

ITM

VANECK ETF TRUST

0.27%

Shares91.2K

Event2026-03-31

Filed2026-05-06

COP

CONOCOPHILLIPS

29.15%

Shares32.1K

Event2026-03-31

Filed2026-05-06

AMT

AMERICAN TOWER CORP

-1.72%

Shares23.6K

Event2026-03-31

Filed2026-05-06

IGF

ISHARES TR

-9.43%

Shares60.6K

Event2026-03-31

Filed2026-05-06

MMM

3M CO

-6.80%

Shares27.7K

Event2026-03-31

Filed2026-05-06

VTHR

VANGUARD SCOTTSDALE FDS

4.33%

Shares13.9K

Event2026-03-31

Filed2026-05-06

VBR

VANGUARD INDEX FDS

-8.59%

Shares18.2K

Event2026-03-31

Filed2026-05-06

HAS

HASBRO INC

412.95%

Shares42.1K

Event2026-03-31

Filed2026-05-06

IBDW

ISHARES TR

0.06%

Shares186.3K

Event2026-03-31

Filed2026-05-06

VTES

VANGUARD WELLINGTON FD

56.62%

Shares37.9K

Event2026-03-31

Filed2026-05-06

SUB

ISHARES TR

8.82%

Shares35.8K

Event2026-03-31

Filed2026-05-06

UNH

UNITEDHEALTH GROUP INC

-18.74%

Shares14.1K

Event2026-03-31

Filed2026-05-06

RWR

SPDR SERIES TRUST

0.00%

Shares37.6K

Event2026-03-31

Filed2026-05-06

EWJ

ISHARES INC

1163.95%

Shares44.9K

Event2026-03-31

Filed2026-05-06

INVESCO EXCHANGE TRADED FD T

20448.25%

Shares82.2K

Event2026-03-31

Filed2026-05-06

AON PLC

8.60%

Shares11.4K

Event2026-03-31

Filed2026-05-06

SHEL

SHELL PLC

72.48%

Shares39.7K

Event2026-03-31

Filed2026-05-06

NKE

NIKE INC

21.90%

Shares69.4K

Event2026-03-31

Filed2026-05-06

MSI

MOTOROLA SOLUTIONS INC

0.65%

Shares8.4K

Event2026-03-31

Filed2026-05-06

IJK

ISHARES TR

-0.79%

Shares36.1K

Event2026-03-31

Filed2026-05-06

BSCQ

INVESCO EXCH TRD SLF IDX FD

-16.03%

Shares180.6K

Event2026-03-31

Filed2026-05-06

EPD

ENTERPRISE PRODS PARTNERS L

-1.04%

Shares92.3K

Event2026-03-31

Filed2026-05-06

LINDE PLC

-12.52%

Shares7.0K

Event2026-03-31

Filed2026-05-06

MKL

MARKEL GROUP INC

-3.45%

Shares1.8K

Event2026-03-31

Filed2026-05-06

NOW

SERVICENOW INC

-69.37%

Shares32.7K

Event2026-03-31

Filed2026-05-06

QQQH

NEOS ETF TRUST

1.39%

Shares66.7K

Event2026-03-31

Filed2026-05-06

TFSL

TFS FINL CORP

-2.10%

Shares242.0K

Event2026-03-31

Filed2026-05-06

UJAN

INNOVATOR ETFS TRUST

-4.75%

Shares79.8K

Event2026-03-31

Filed2026-05-06

HBAN

HUNTINGTON BANCSHARES INC

3.68%

Shares216.5K

Event2026-03-31

Filed2026-05-06

CMI

CUMMINS INC

-3.66%

Shares6.3K

Event2026-03-31

Filed2026-05-06

AJG

GALLAGHER ARTHUR J & CO

-6.66%

Shares15.5K

Event2026-03-31

Filed2026-05-06

AHH

AH RLTY TR INC

-8.29%

Shares594.0K

Event2026-03-31

Filed2026-05-06

SCHH

SCHWAB STRATEGIC TR

0.02%

Shares150.3K

Event2026-03-31

Filed2026-05-06

DFUV

DIMENSIONAL ETF TRUST

-11.17%

Shares66.2K

Event2026-03-31

Filed2026-05-06

ITW

ILLINOIS TOOL WKS INC

-6.65%

Shares12.2K

Event2026-03-31

Filed2026-05-06

VOT

VANGUARD INDEX FDS

4.74%

Shares12.2K

Event2026-03-31

Filed2026-05-06

APD

AIR PRODUCTS AND CHEMICALS I

-12.27%

Shares10.8K

Event2026-03-31

Filed2026-05-06

COF

CAPITAL ONE FINL CORP

-8.10%

Shares16.9K

Event2026-03-31

Filed2026-05-06

TGT

TARGET CORP

-12.46%

Shares25.5K

Event2026-03-31

Filed2026-05-06

TDG

TRANSDIGM GROUP INC

-1.55%

Shares2.7K

Event2026-03-31

Filed2026-05-06

FDX

FEDEX CORP

-4.46%

Shares8.6K

Event2026-03-31

Filed2026-05-06

TMO

THERMO FISHER SCIENTIFIC INC

-12.97%

Shares6.2K

Event2026-03-31

Filed2026-05-06

ISHARES GOLD TR

-1.12%

Shares34.3K

Event2026-03-31

Filed2026-05-06

IWO

ISHARES TR

-4.00%

Shares9.6K

Event2026-03-31

Filed2026-05-06

SUSB

ISHARES TR

New

Shares118.8K

Event2026-03-31

Filed2026-05-06

ALL

ALLSTATE CORP

-6.62%

Shares14.3K

Event2026-03-31

Filed2026-05-06

VGT

VANGUARD WORLD FD

16.05%

Shares4.2K

Event2026-03-31

Filed2026-05-06

UPS

UNITED PARCEL SVCS INC

-8.59%

Shares29.7K

Event2026-03-31

Filed2026-05-06

IVOO

VANGUARD ADMIRAL FDS INC

294.21%

Shares25.4K

Event2026-03-31

Filed2026-05-06

IGM

ISHARES TR

376.07%

Shares24.5K

Event2026-03-31

Filed2026-05-06

BEAM

BEAM THERAPEUTICS INC

7982.00%

Shares121.2K

Event2026-03-31

Filed2026-05-06

WBD

WARNER BROS DISCOVERY INC

7.17%

Shares102.6K

Event2026-03-31

Filed2026-05-06

IWN

ISHARES TR

-11.58%

Shares14.8K

Event2026-03-31

Filed2026-05-06

SEAGATE TECHNOLOGY HLDNGS PL

-84.12%

Shares7.2K

Event2026-03-31

Filed2026-05-06

PULS

PGIM ETF TR

28.02%

Shares56.7K

Event2026-03-31

Filed2026-05-06

RBLX

ROBLOX CORP

592.51%

Shares49.5K

Event2026-03-31

Filed2026-05-06

NDSN

NORDSON CORP

-14.96%

Shares10.3K

Event2026-03-31

Filed2026-05-06

CVS

CVS HEALTH CORP

6.51%

Shares37.9K

Event2026-03-31

Filed2026-05-06

BIP

BROOKFIELD INFRASTRUCTURE PA

-0.81%

Shares75.1K

Event2026-03-31

Filed2026-05-06

MEDTRONIC PLC

-39.87%

Shares31.3K

Event2026-03-31

Filed2026-05-06

IBRX

IMMUNITYBIO INC

10.91%

Shares345.7K

Event2026-03-31

Filed2026-05-06

FCX

FREEPORT MCMORAN INC

12.43%

Shares44.5K

Event2026-03-31

Filed2026-05-06

SCHV

SCHWAB STRATEGIC TR

-0.09%

Shares85.2K

Event2026-03-31

Filed2026-05-06

MLM

MARTIN MARIETTA MATLS INC

5.68%

Shares4.3K

Event2026-03-31

Filed2026-05-06

USXF

ISHARES TR

New

Shares45.7K

Event2026-03-31

Filed2026-05-06

GENERAL DYNAMICS CORP

-19.32%

Shares7.3K

Event2026-03-31

Filed2026-05-06

LABCORP HOLDINGS INC

0.69%

Shares9.4K

Event2026-03-31

Filed2026-05-06

VLO

VALERO ENERGY CORP

-0.98%

Shares10.1K

Event2026-03-31

Filed2026-05-06

CORZ

CORE SCIENTIFIC INC NEW

0.14%

Shares164.0K

Event2026-03-31

Filed2026-05-06

VGK

VANGUARD INTL EQUITY INDEX F

1.72%

Shares29.6K

Event2026-03-31

Filed2026-05-06

VONE

VANGUARD SCOTTSDALE FDS

-81.60%

Shares8.2K

Event2026-03-31

Filed2026-05-06

INTU

INTUIT

-13.46%

Shares5.6K

Event2026-03-31

Filed2026-05-06

SIVR

ABRDN SILVER ETF TRUST

-1.80%

Shares33.5K

Event2026-03-31

Filed2026-05-06

CVGI

COMMERCIAL VEH GROUP INC

0.00%

Shares700.0K

Event2026-03-31

Filed2026-05-06

GOVT

ISHARES TR

-0.23%

Shares102.8K

Event2026-03-31

Filed2026-05-06

ROYAL BK CDA

-2.62%

Shares14.5K

Event2026-03-31

Filed2026-05-06

GILD

GILEAD SCIENCES INC

372.20%

Shares16.8K

Event2026-03-31

Filed2026-05-06

CSQ

CALAMOS STRATEGIC TOTAL RETU

0.62%

Shares136.3K

Event2026-03-31

Filed2026-05-06

BKNG

BOOKING HOLDINGS INC

-87.49%

Shares550

Event2026-03-31

Filed2026-05-06

ALK

ALASKA AIR GROUP INC

15375.74%

Shares62.5K

Event2026-03-31

Filed2026-05-06

RMT

ROYCE MICRO-CAP TR INC

-2.58%

Shares203.2K

Event2026-03-31

Filed2026-05-06

ZTS

ZOETIS INC

-15.29%

Shares19.3K

Event2026-03-31

Filed2026-05-06

KKR & CO INC

29.21%

Shares24.5K

Event2026-03-31

Filed2026-05-06

SCHA

SCHWAB STRATEGIC TR

3.06%

Shares77.4K

Event2026-03-31

Filed2026-05-06

KMI

KINDER MORGAN INC DEL

60.80%

Shares66.9K

Event2026-03-31

Filed2026-05-06

APH

AMPHENOL CORP

-6.12%

Shares17.7K

Event2026-03-31

Filed2026-05-06

ELV

ELEVANCE HEALTH INC FORMERLY

-3.01%

Shares7.6K

Event2026-03-31

Filed2026-05-06

ISRG

INTUITIVE SURGICAL INC

-42.77%

Shares4.8K

Event2026-03-31

Filed2026-05-06

VTWG

VANGUARD SCOTTSDALE FDS

1.83%

Shares9.6K

Event2026-03-31

Filed2026-05-06

SHOP

SHOPIFY INC

133.75%

Shares18.5K

Event2026-03-31

Filed2026-05-06

VTWV

VANGUARD SCOTTSDALE FDS

2.00%

Shares13.1K

Event2026-03-31

Filed2026-05-06

CMCSA

COMCAST CORP NEW

2.45%

Shares76.2K

Event2026-03-31

Filed2026-05-06

PROFESIONALLY MANAGED PORTFO

-13.67%

Shares41.3K

Event2026-03-31

Filed2026-05-06

PTRB

PGIM ETF TR

New

Shares52.3K

Event2026-03-31

Filed2026-05-06

CIBR

FIRST TR EXCHANGE-TRADED FD

2304.38%

Shares34.6K

Event2026-03-31

Filed2026-05-06

KLAC

KLA CORP

-26.44%

Shares1.5K

Event2026-03-31

Filed2026-05-06

GWW

WW GRAINGER INC

-7.96%

Shares2.0K

Event2026-03-31

Filed2026-05-06

TRV

TRAVELERS COMPANIES INC

-5.89%

Shares7.4K

Event2026-03-31

Filed2026-05-06

TPL

TEXAS PACIFIC LAND CORPORATI

-2.84%

Shares4.5K

Event2026-03-31

Filed2026-05-06

NEU

NEWMARKET CORP

-0.89%

Shares3.3K

Event2026-03-31

Filed2026-05-06

VIOO

VANGUARD ADMIRAL FDS INC

22.60%

Shares18.3K

Event2026-03-31

Filed2026-05-06

IGSB

ISHARES TR

-23.48%

Shares39.9K

Event2026-03-31

Filed2026-05-06

SONY

SONY GROUP CORP

134.56%

Shares100.4K

Event2026-03-31

Filed2026-05-06

MDLZ

MONDELEZ INTL INC

-9.81%

Shares35.9K

Event2026-03-31

Filed2026-05-06

JEPQ

J P MORGAN EXCHANGE TRADED F

5.44%

Shares37.2K

Event2026-03-31

Filed2026-05-06

DOMINION ENERGY INC

-19.43%

Shares33.3K

Event2026-03-31

Filed2026-05-06

MCO

MOODYS CORP

-18.57%

Shares4.7K

Event2026-03-31

Filed2026-05-06

PPG

PPG INDS INC

-2.65%

Shares19.0K

Event2026-03-31

Filed2026-05-06

KROGER CO

54.69%

Shares28.1K

Event2026-03-31

Filed2026-05-06

CMG

CHIPOTLE MEXICAN GRILL INC

12.60%

Shares63.4K

Event2026-03-31

Filed2026-05-06

VIS

VANGUARD WORLD FD

0.03%

Shares6.5K

Event2026-03-31

Filed2026-05-06

BROOKFIELD ASSET MANAGMT LTD

3.60%

Shares45.4K

Event2026-03-31

Filed2026-05-06

LHX

L3HARRIS TECHNOLOGIES INC

29.17%

Shares5.8K

Event2026-03-31

Filed2026-05-06

FAST

FASTENAL CO

27.47%

Shares42.6K

Event2026-03-31

Filed2026-05-06

XLE

SELECT SECTOR SPDR TR

8.59%

Shares32.2K

Event2026-03-31

Filed2026-05-06

MPC

MARATHON PETE CORP

-28.22%

Shares8.1K

Event2026-03-31

Filed2026-05-06

AES

AES CORP

64.14%

Shares139.6K

Event2026-03-31

Filed2026-05-06

CEG

CONSTELLATION ENERGY CORP

-8.63%

Shares7.0K

Event2026-03-31

Filed2026-05-06

SYY

SYSCO CORP

-0.17%

Shares27.4K

Event2026-03-31

Filed2026-05-06

PSX

PHILLIPS 66

-12.48%

Shares10.7K

Event2026-03-31

Filed2026-05-06

FNDC

SCHWAB STRATEGIC TR

1275.99%

Shares41.5K

Event2026-03-31

Filed2026-05-06

PHM

PULTE GROUP INC

588.30%

Shares16.2K

Event2026-03-31

Filed2026-05-06

CBOE

CBOE GLOBAL MKTS INC

-4.74%

Shares6.8K

Event2026-03-31

Filed2026-05-06

AMP

AMERIPRISE FINL INC

0.52%

Shares4.2K

Event2026-03-31

Filed2026-05-06

EXG

EATON VANCE TAX-MANAGED GLOB

New

Shares215.8K

Event2026-03-31

Filed2026-05-06

STT

STATE STR CORP

-6.11%

Shares14.6K

Event2026-03-31

Filed2026-05-06

TSCO

TRACTOR SUPPLY CO

-6.11%

Shares40.9K

Event2026-03-31

Filed2026-05-06

SHLD

GLOBAL X FDS

287622.22%

Shares25.9K

Event2026-03-31

Filed2026-05-06

FTNT

FORTINET INC

107.45%

Shares22.4K

Event2026-03-31

Filed2026-05-06

IJJ

ISHARES TR

2.15%

Shares13.8K

Event2026-03-31

Filed2026-05-06

THE CIGNA GROUP

-24.58%

Shares6.8K

Event2026-03-31

Filed2026-05-06

EFV

ISHARES TR

-1.40%

Shares24.4K

Event2026-03-31

Filed2026-05-06

MCK

MCKESSON CORP

-43.85%

Shares2.1K

Event2026-03-31

Filed2026-05-06

AFL

AFLAC INC

15.31%

Shares16.3K

Event2026-03-31

Filed2026-05-06

GRMN

GARMIN LTD

6.74%

Shares7.7K

Event2026-03-31

Filed2026-05-06

AEP

AMERICAN ELEC PWR CO INC

2.75%

Shares13.5K

Event2026-03-31

Filed2026-05-06

UBS

UBS GROUP AG

190.60%

Shares45.2K

Event2026-03-31

Filed2026-05-06

VRT

VERTIV HOLDINGS CO

4.41%

Shares7.0K

Event2026-03-31

Filed2026-05-06

EEM

ISHARES TR

0.62%

Shares30.9K

Event2026-03-31

Filed2026-05-06

IBDS

ISHARES TR

-4.77%

Shares72.2K

Event2026-03-31

Filed2026-05-06

WMB

WILLIAMS COS INC

43.36%

Shares23.9K

Event2026-03-31

Filed2026-05-06

AYI

ACUITY INC

-3.45%

Shares6.2K

Event2026-03-31

Filed2026-05-06

VDC

VANGUARD WORLD FD

-1.52%

Shares7.7K

Event2026-03-31

Filed2026-05-06

GLDM

WORLD GOLD TR

-8.11%

Shares18.6K

Event2026-03-31

Filed2026-05-06

VTIP

VANGUARD MALVERN FDS

2.57%

Shares34.5K

Event2026-03-31

Filed2026-05-06

SHC

SOTERA HEALTH CO

9701.42%

Shares117.3K

Event2026-03-31

Filed2026-05-06

DVN

DEVON ENERGY CORP NEW

8.77%

Shares33.4K

Event2026-03-31

Filed2026-05-06

KNSL

KINSALE CAP GROUP INC

-0.59%

Shares4.9K

Event2026-03-31

Filed2026-05-06

BSX

BOSTON SCIENTIFIC CORP

29.61%

Shares26.6K

Event2026-03-31

Filed2026-05-06

ULTA

ULTA BEAUTY INC

-90.57%

Shares3.2K

Event2026-03-31

Filed2026-05-06

MNST

MONSTER BEVERAGE CORP NEW

-13.43%

Shares22.7K

Event2026-03-31

Filed2026-05-06

SUSA

ISHARES TR

-1.43%

Shares12.4K

Event2026-03-31

Filed2026-05-06

PRU

PRUDENTIAL FINL INC

6.04%

Shares16.8K

Event2026-03-31

Filed2026-05-06

ACWV

ISHARES INC

0.15%

Shares13.7K

Event2026-03-31

Filed2026-05-06

BLOOM ENERGY CORP

-9.81%

Shares12.0K

Event2026-03-31

Filed2026-05-06

UAL

UNITED AIRLS HLDGS INC

252.65%

Shares17.7K

Event2026-03-31

Filed2026-05-06

HSBC

HSBC HLDGS PLC

New

Shares19.5K

Event2026-03-31

Filed2026-05-06

VCR

VANGUARD WORLD FD

0.04%

Shares4.5K

Event2026-03-31

Filed2026-05-06

ENB

ENBRIDGE INC

53.96%

Shares29.0K

Event2026-03-31

Filed2026-05-06

BBY

BEST BUY INC

12.36%

Shares24.3K

Event2026-03-31

Filed2026-05-06

IUSB

ISHARES TR

-8.31%

Shares33.8K

Event2026-03-31

Filed2026-05-06

LQD

ISHARES TR

-24.55%

Shares14.3K

Event2026-03-31

Filed2026-05-06

OEF

ISHARES TR

0.56%

Shares4.9K

Event2026-03-31

Filed2026-05-06

FIRST CTZNS BANCSHARES INC D

1.75%

Shares816

Event2026-03-31

Filed2026-05-06

LVS

LAS VEGAS SANDS CORP

-5.74%

Shares28.5K

Event2026-03-31

Filed2026-05-06

VRTX

VERTEX PHARMACEUTICALS INC

-2.84%

Shares3.4K

Event2026-03-31

Filed2026-05-06

ROST

ROSS STORES INC

-11.73%

Shares7.0K

Event2026-03-31

Filed2026-05-06

GTO

INVESCO ACTIVELY MANAGED EXC

2.38%

Shares32.4K

Event2026-03-31

Filed2026-05-06

BROOKFIELD INFRASTRUCTURE CO

3.47%

Shares38.2K

Event2026-03-31

Filed2026-05-06

CNI

CANADIAN NATL RY CO

0.00%

Shares14.7K

Event2026-03-31

Filed2026-05-06

NUE

NUCOR CORP

5.34%

Shares8.9K

Event2026-03-31

Filed2026-05-06

MMC

MARSH & MCLENNAN COS INC

-13.60%

Shares8.6K

Event2026-03-31

Filed2026-05-06

IBMO

ISHARES TR

0.34%

Shares58.3K

Event2026-03-31

Filed2026-05-06

RSPT

INVESCO EXCHANGE TRADED FD T

9.52%

Shares33.0K

Event2026-03-31

Filed2026-05-06

QQQJ

INVESCO EXCH TRADED FD TR II

1373400.00%

Shares41.2K

Event2026-03-31

Filed2026-05-06

GSLC

GOLDMAN SACHS ETF TR

-9.72%

Shares11.9K

Event2026-03-31

Filed2026-05-06

QYLD

GLOBAL X FDS

2.13%

Shares86.0K

Event2026-03-31

Filed2026-05-06

GDEC

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares39.3K

Event2026-03-31

Filed2026-05-06

FBTC

FIDELITY WISE ORIGIN BITCOIN

0.51%

Shares24.6K

Event2026-03-31

Filed2026-05-06

RIVN

RIVIAN AUTOMOTIVE INC

19825.31%

Shares96.0K

Event2026-03-31

Filed2026-05-06

BP PLC

160.50%

Shares30.5K

Event2026-03-31

Filed2026-05-06

KVUE

KENVUE INC

50.95%

Shares83.2K

Event2026-03-31

Filed2026-05-06

ROP

ROPER TECHNOLOGIES INC

-3.79%

Shares4.0K

Event2026-03-31

Filed2026-05-06

ESGV

VANGUARD WORLD FD

1250.27%

Shares12.7K

Event2026-03-31

Filed2026-05-06

CARR

CARRIER GLOBAL CORPORATION

-5.35%

Shares25.2K

Event2026-03-31

Filed2026-05-06

SPGP

INVESCO EXCHANGE TRADED FD T

-13.02%

Shares13.1K

Event2026-03-31

Filed2026-05-06

UAUG

INNOVATOR ETFS TRUST

0.27%

Shares35.5K

Event2026-03-31

Filed2026-05-06

FMNB

FARMERS NATIONAL BANC CORP

204.75%

Shares105.0K

Event2026-03-31

Filed2026-05-06

NVO

NOVO-NORDISK A S

158.59%

Shares36.6K

Event2026-03-31

Filed2026-05-06

DIA

STATE STR SPDR DOW JONES IND

1.58%

Shares2.9K

Event2026-03-31

Filed2026-05-06

BDX

BECTON DICKINSON & CO

-3.12%

Shares8.5K

Event2026-03-31

Filed2026-05-06

KEX

KIRBY CORP

-1.81%

Shares10.0K

Event2026-03-31

Filed2026-05-06

IBDT

ISHARES TR

3.66%

Shares52.2K

Event2026-03-31

Filed2026-05-06

AME

AMETEK INC

-8.09%

Shares6.1K

Event2026-03-31

Filed2026-05-06

FIX

COMFORT SYS USA INC

-29.64%

Shares947

Event2026-03-31

Filed2026-05-06

URI

UNITED RENTALS INC

-15.57%

Shares1.8K

Event2026-03-31

Filed2026-05-06

KMB

KIMBERLY-CLARK CORP

-4.71%

Shares13.4K

Event2026-03-31

Filed2026-05-06

MAR

MARRIOTT INTL INC NEW

-31.42%

Shares3.9K

Event2026-03-31

Filed2026-05-06

SRRK

SCHOLAR ROCK HLDG CORP

186142.86%

Shares26.1K

Event2026-03-31

Filed2026-05-06

PRCH

PORCH GROUP INC

New

Shares177.7K

Event2026-03-31

Filed2026-05-06

PLD

PROLOGIS INC.

-23.60%

Shares9.6K

Event2026-03-31

Filed2026-05-06

PAYX

PAYCHEX INC

-5.51%

Shares13.8K

Event2026-03-31

Filed2026-05-06

BIL

SPDR SERIES TRUST

6.45%

Shares13.8K

Event2026-03-31

Filed2026-05-06

DLTR

DOLLAR TREE INC

-6.45%

Shares11.5K

Event2026-03-31

Filed2026-05-06

DBEF

DBX ETF TR

5310.17%

Shares25.5K

Event2026-03-31

Filed2026-05-06

YUM

YUM BRANDS INC

-7.35%

Shares8.1K

Event2026-03-31

Filed2026-05-06

SCZ

ISHARES TR

0.43%

Shares16.0K

Event2026-03-31

Filed2026-05-06

TOTALENERGIES SE

New

Shares13.2K

Event2026-03-31

Filed2026-05-06

HEFA

ISHARES TR

New

Shares29.0K

Event2026-03-31

Filed2026-05-06

BBVA

BANCO BILBAO VIZCAYA ARGENTA

8622.60%

Shares56.3K

Event2026-03-31

Filed2026-05-06

CTAS

CINTAS CORP

-13.78%

Shares7.2K

Event2026-03-31

Filed2026-05-06

IDXX

IDEXX LABS INC

-25.43%

Shares2.1K

Event2026-03-31

Filed2026-05-06

TROW

PRICE T ROWE GROUP INC

19.43%

Shares13.2K

Event2026-03-31

Filed2026-05-06

BCAT

BLACKROCK CAP ALLOCATION TER

-1.18%

Shares83.4K

Event2026-03-31

Filed2026-05-06

FET

FORUM ENERGY TECHNOLOGIES IN

-0.02%

Shares20.0K

Event2026-03-31

Filed2026-05-06

QQQI

NEOS ETF TRUST

1.51%

Shares23.6K

Event2026-03-31

Filed2026-05-06

ROK

ROCKWELL AUTOMATION INC

7.18%

Shares3.3K

Event2026-03-31

Filed2026-05-06

DFSU

DIMENSIONAL ETF TRUST

576.87%

Shares28.4K

Event2026-03-31

Filed2026-05-06

ASML

ASML HLDG NV

-36.02%

Shares881

Event2026-03-31

Filed2026-05-06

HYG

ISHARES TR

2.57%

Shares14.6K

Event2026-03-31

Filed2026-05-06

VFMO

VANGUARD WELLINGTON FD

-16.69%

Shares5.9K

Event2026-03-31

Filed2026-05-06

WELL

WELLTOWER INC

-21.39%

Shares5.8K

Event2026-03-31

Filed2026-05-06

EIX

EDISON INTL

5.71%

Shares15.6K

Event2026-03-31

Filed2026-05-06

IDV

ISHARES TR

4.99%

Shares26.8K

Event2026-03-31

Filed2026-05-06

RKT

ROCKET COS INC

0.02%

Shares80.1K

Event2026-03-31

Filed2026-05-06

EQH

EQUITABLE HLDGS INC

18.21%

Shares30.6K

Event2026-03-31

Filed2026-05-06

CBRE

CBRE GROUP INC

-18.82%

Shares8.4K

Event2026-03-31

Filed2026-05-06

SPOT

SPOTIFY TECHNOLOGY S A

-2.70%

Shares2.3K

Event2026-03-31

Filed2026-05-06

RSG

REPUBLIC SVCS INC

11.90%

Shares5.2K

Event2026-03-31

Filed2026-05-06

STWD

STARWOOD PPTY TR INC

32.97%

Shares65.5K

Event2026-03-31

Filed2026-05-06

IBBQ

INVESCO EXCH TRADED FD TR II

New

Shares38.8K

Event2026-03-31

Filed2026-05-06

CRWD

CROWDSTRIKE HLDGS INC

-9.40%

Shares2.9K

Event2026-03-31

Filed2026-05-06

PLPC

PREFORMED LINE PRODS CO

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-06

ECL

ECOLAB INC

-17.23%

Shares4.2K

Event2026-03-31

Filed2026-05-06

TRANE TECHNOLOGIES PLC

-23.64%

Shares2.7K

Event2026-03-31

Filed2026-05-06

STANLEY BLACK & DECKER INC

24.03%

Shares15.6K

Event2026-03-31

Filed2026-05-06

SPSM

SPDR SERIES TRUST

-3.01%

Shares23.0K

Event2026-03-31

Filed2026-05-06

VTEI

VANGUARD MUN BD FDS

-4.32%

Shares11.1K

Event2026-03-31

Filed2026-05-06

FSLR

FIRST SOLAR INC

-4.64%

Shares5.6K

Event2026-03-31

Filed2026-05-06

SCHK

SCHWAB STRATEGIC TR

3.79%

Shares35.1K

Event2026-03-31

Filed2026-05-06

ADM

ARCHER DANIELS MIDLAND CO

-12.77%

Shares15.1K

Event2026-03-31

Filed2026-05-06

EPI

WISDOMTREE TR

6.62%

Shares26.9K

Event2026-03-31

Filed2026-05-06

EXPE

EXPEDIA GROUP INC

-24.91%

Shares4.7K

Event2026-03-31

Filed2026-05-06

CNQ

CANADIAN NAT RES LTD MED TER

236.42%

Shares22.4K

Event2026-03-31

Filed2026-05-06

BKR

BAKER HUGHES COMPANY

123.24%

Shares17.9K

Event2026-03-31

Filed2026-05-06

BSCV

INVESCO EXCH TRD SLF IDX FD

-7.51%

Shares66.1K

Event2026-03-31

Filed2026-05-06

Call Option Holdings

PLTR Call CallPALANTIR TECHNOLOGIES INC200 shares-33.33%2026-03-312026-05-06

NVDA Call CallNVIDIA CORPORATION100 sharesnew addition2026-03-312026-05-06

BHP Call CallBHP BILLITON LIMITED200 sharesnew addition2026-03-312026-05-06

NFLX Call CallNETFLIX INC.100 sharesnew addition2026-03-312026-05-06

MP Call CallMP MATERIALS CORP100 shares0.00%2026-03-312026-05-06

PLTR Call

PALANTIR TECHNOLOGIES INC

-33.33%

Shares200

Event2026-03-31

Filed2026-05-06

NVDA Call

NVIDIA CORPORATION

New

Shares100

Event2026-03-31

Filed2026-05-06

BHP Call

BHP BILLITON LIMITED

New

Shares200

Event2026-03-31

Filed2026-05-06

NFLX Call

NETFLIX INC.

New

Shares100

Event2026-03-31

Filed2026-05-06

MP Call

MP MATERIALS CORP

0.00%

Shares100

Event2026-03-31

Filed2026-05-06

Put Option Holdings

VANGUARD INDEX FDS Put PutVANGUARD INDEX FDS7.3K shares0.00%2026-03-312026-05-06

AAPL Put PutAPPLE INC4.8K shares0.00%2026-03-312026-05-06

NVDA Put PutNVIDIA CORPORATION5.0K shares0.00%2026-03-312026-05-06

ALPHABET INC Put PutALPHABET INC1.4K shares0.00%2026-03-312026-05-06

VANGUARD INDEX FDS Put

VANGUARD INDEX FDS

0.00%

Shares7.3K

Event2026-03-31

Filed2026-05-06

AAPL Put

APPLE INC

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-06

NVDA Put

NVIDIA CORPORATION

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-06

ALPHABET INC Put

ALPHABET INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-06