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

Currently, Coastal Bridge Advisors, LLC holds 445 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in LION2 (+4.3M shares, valued at $41.4M), XOM (+87.4K shares, valued at $14.8M), GBDC (+794.2K shares, valued at $10.1M); decreased their positions in VPL (-39.9K shares, valued at $3.9M), EEMA (-37.0K shares, valued at $3.5M), WELL (-6.6K shares, valued at $1.3M); initiated new positions in CW (+2.3K shares, valued at $1.5M), REGN (+1.5K shares, valued at $1.2M), VBK (+3.6K shares, valued at $1.1M).

1M P&L

+40.7M+3.51%

3M P&L

-46.0M-3.69%

HY P&L

+15.7M+1.33%

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/A535.7M

46.2%

2Consumer Electronics60.4M

5.2%

3Semiconductors52.3M

4.5%

Top Industries by Stock Count

1N/A169 stocks

40.5%

2Biotechnology12 stocks

2.9%

3Software - Application10 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC224.4K shares1.03%2026-03-312026-05-14

LION2 LIONSGATE STUDIOS CORP5.0M shares602.48%2026-03-312026-05-14

ALPHABET INC ALPHABET INC136.0K shares-1.16%2026-03-312026-05-14

SCHD SCHWAB STRATEGIC TR1.2M shares4.01%2026-03-312026-05-14

JEPI J P MORGAN EXCHANGE TRADED F596.4K shares-1.30%2026-03-312026-05-14

NVDA NVIDIA CORPORATION173.5K shares1.52%2026-03-312026-05-14

MSFT MICROSOFT CORP75.6K shares-0.07%2026-03-312026-05-14

AMZN AMAZON COM INC131.8K shares-0.16%2026-03-312026-05-14

Sponsored

BGB BLACKSTONE STRATEGIC CRED 202.5M shares-0.71%2026-03-312026-05-14

XOM EXXON MOBIL CORP149.4K shares140.94%2026-03-312026-05-14

ISHARES GOLD TR ISHARES GOLD TR283.3K shares1.85%2026-03-312026-05-14

EIPI FIRST TR EXCHNG TRADED FD VI1.0M shares2.04%2026-03-312026-05-14

IQLT ISHARES TR438.2K shares13.49%2026-03-312026-05-14

ALPHABET INC ALPHABET INC69.5K shares-4.88%2026-03-312026-05-14

SCHB SCHWAB STRATEGIC TR735.0K shares-0.75%2026-03-312026-05-14

SPGP INVESCO EXCHANGE TRADED FD T167.9K shares-1.08%2026-03-312026-05-14

Sponsored

JFLX J P MORGAN EXCHANGE TRADED F337.4K shares1.88%2026-03-312026-05-14

GBDC GOLUB CAP BDC INC1.3M shares159.42%2026-03-312026-05-14

IEFA ISHARES TR174.2K shares15.75%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON63.7K shares-1.28%2026-03-312026-05-14

HON HONEYWELL INTL INC67.5K shares-0.11%2026-03-312026-05-14

IJS ISHARES TR117.8K shares10.88%2026-03-312026-05-14

VUG VANGUARD INDEX FDS31.4K shares9.73%2026-03-312026-05-14

ASML ASML HLDG NV10.4K shares-2.31%2026-03-312026-05-14

Sponsored

JPM JPMORGAN CHASE & CO45.3K shares-2.85%2026-03-312026-05-14

ABBV ABBVIE INC60.2K shares0.84%2026-03-312026-05-14

VTV VANGUARD INDEX FDS66.0K shares37.73%2026-03-312026-05-14

XLK SELECT SECTOR SPDR TR87.9K shares9.79%2026-03-312026-05-14

META META PLATFORMS INC19.7K shares2.18%2026-03-312026-05-14

RTX RTX CORPORATION56.3K shares2.86%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T16.6K shares4.72%2026-03-312026-05-14

PANW PALO ALTO NETWORKS INC66.3K shares19.39%2026-03-312026-05-14

Sponsored

XLF SELECT SECTOR SPDR TR209.7K shares9.42%2026-03-312026-05-14

MU MICRON TECHNOLOGY INC30.6K shares-4.25%2026-03-312026-05-14

VNLA JANUS DETROIT STR TR210.2K shares-1.91%2026-03-312026-05-14

INFL LISTED FDS TR191.8K shares2.25%2026-03-312026-05-14

VEU VANGUARD INTL EQUITY INDEX F128.5K shares0.34%2026-03-312026-05-14

GILD GILEAD SCIENCES INC69.1K shares-0.79%2026-03-312026-05-14

IEUR ISHARES TR133.8K shares409.17%2026-03-312026-05-14

IJR ISHARES TR72.6K shares1.18%2026-03-312026-05-14

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F159.3K shares-0.19%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL17.7K shares-4.78%2026-03-312026-05-14

WMT WALMART INC66.4K shares-6.27%2026-03-312026-05-14

DGRO ISHARES TR115.0K shares-1.19%2026-03-312026-05-14

IEI ISHARES TR67.4K shares14.99%2026-03-312026-05-14

XLC SELECT SECTOR SPDR TR66.3K shares2.50%2026-03-312026-05-14

GLD SPDR GOLD TR17.1K shares1.11%2026-03-312026-05-14

XLV SELECT SECTOR SPDR TR49.1K shares8.13%2026-03-312026-05-14

Sponsored

PYLD PIMCO ETF TR265.2K shares9.21%2026-03-312026-05-14

VO VANGUARD INDEX FDS22.6K shares7.36%2026-03-312026-05-14

PEP PEPSICO INC41.3K shares2.91%2026-03-312026-05-14

DRAFTKINGS INC NEW DRAFTKINGS INC NEW296.6K shares46.26%2026-03-312026-05-14

VXUS VANGUARD STAR FDS82.5K shares10.96%2026-03-312026-05-14

COF CAPITAL ONE FINL CORP33.6K shares1.41%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T31.9K shares30.12%2026-03-312026-05-14

LZ LEGALZOOM COM INC1.1M shares0.00%2026-03-312026-05-14

Sponsored

HD HOME DEPOT INC18.2K shares3.73%2026-03-312026-05-14

SPGM SPDR INDEX SHS FDS77.2K shares0.07%2026-03-312026-05-14

BLACKSTONE INC BLACKSTONE INC48.2K shares-0.99%2026-03-312026-05-14

ABNB AIRBNB INC43.8K shares-0.35%2026-03-312026-05-14

BROADCOM INC BROADCOM INC17.6K shares-0.29%2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP9.0K shares-1.58%2026-03-312026-05-14

VCSH VANGUARD SCOTTSDALE FDS64.1K shares10.38%2026-03-312026-05-14

XLP SELECT SECTOR SPDR TR60.9K shares-2.23%2026-03-312026-05-14

Sponsored

SO SOUTHERN CO50.8K shares0.97%2026-03-312026-05-14

AMGN AMGEN INC13.8K shares-3.07%2026-03-312026-05-14

TMUS T-MOBILE US INC23.0K shares6.42%2026-03-312026-05-14

IEF ISHARES TR50.3K shares18.78%2026-03-312026-05-14

NEE NEXTERA ENERGY INC48.5K shares1.40%2026-03-312026-05-14

AXP AMERICAN EXPRESS CO14.5K shares-3.62%2026-03-312026-05-14

KKR & CO INC KKR & CO INC46.8K shares-2.41%2026-03-312026-05-14

MEDTRONIC PLC MEDTRONIC PLC49.8K shares1.58%2026-03-312026-05-14

Sponsored

MA MASTERCARD INCORPORATED8.5K shares4.34%2026-03-312026-05-14

LAM RESEARCH CORP LAM RESEARCH CORP19.6K shares-7.01%2026-03-312026-05-14

BSCR INVESCO EXCH TRD SLF IDX FD212.6K shares3.62%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION4.2K shares-2.79%2026-03-312026-05-14

LST MANAGED PORTFOLIO SERIES101.2K shares42.34%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR7.0K shares-0.03%2026-03-312026-05-14

VRT VERTIV HOLDINGS CO16.1K shares0.35%2026-03-312026-05-14

AMAT APPLIED MATLS INC11.8K shares-9.05%2026-03-312026-05-14

Sponsored

MCD MCDONALDS CORP12.9K shares2.73%2026-03-312026-05-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW30.1K shares-0.64%2026-03-312026-05-14

BAC BANK AMERICA CORP80.6K shares0.77%2026-03-312026-05-14

ARES ARES MANAGEMENT CORPORATION35.8K shares-1.30%2026-03-312026-05-14

CVX CHEVRON CORPORATION18.6K shares3.59%2026-03-312026-05-14

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC34.5K shares-2.19%2026-03-312026-05-14

ALL ALLSTATE CORP18.3K shares-0.10%2026-03-312026-05-14

TSLA TESLA INC10.1K shares6.75%2026-03-312026-05-14

Sponsored

PG PROCTER & GAMBLE CO25.4K shares7.74%2026-03-312026-05-14

TLT ISHARES TR42.2K shares20.82%2026-03-312026-05-14

TXN TEXAS INSTRS INC18.7K shares-9.75%2026-03-312026-05-14

BRK.A BERKSHIRE HATHAWAY INC DEL5 shares-16.67%2026-03-312026-05-14

VTI VANGUARD INDEX FDS11.1K shares124.18%2026-03-312026-05-14

CCL CARNIVAL CORP136.8K shares-1.95%2026-03-312026-05-14

CRWD CROWDSTRIKE HLDGS INC8.9K shares1374.04%2026-03-312026-05-14

BMY BRISTOL-MYERS SQUIBB CO56.8K shares31.32%2026-03-312026-05-14

Sponsored

PWR QUANTA SVCS INC6.1K shares-3.50%2026-03-312026-05-14

IBB ISHARES TR19.7K shares6.35%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS13.7K shares0.32%2026-03-312026-05-14

XBI SPDR SERIES TRUST24.6K shares0.85%2026-03-312026-05-14

J JACOBS SOLUTIONS INC24.3K shares-0.73%2026-03-312026-05-14

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC40.5K shares14.46%2026-03-312026-05-14

JFR NUVEEN FLOATING RATE INCOME407.0K shares-10.33%2026-03-312026-05-14

BSX BOSTON SCIENTIFIC CORP48.6K shares359.07%2026-03-312026-05-14

Sponsored

MIAX MIAMI INTL HLDGS INC78.0K shares0.78%2026-03-312026-05-14

V VISA INC10.0K shares6.87%2026-03-312026-05-14

INTU INTUIT6.9K shares40.92%2026-03-312026-05-14

PFE PFIZER INC104.6K shares-1.74%2026-03-312026-05-14

TIP ISHARES TR26.4K shares-0.56%2026-03-312026-05-14

APH AMPHENOL CORP22.9K shares-0.28%2026-03-312026-05-14

KO COCA COLA CO37.2K shares-2.03%2026-03-312026-05-14

EWJ ISHARES INC33.5K shares-1.30%2026-03-312026-05-14

Sponsored

GE AEROSPACE GE AEROSPACE9.9K shares-0.73%2026-03-312026-05-14

VCIT VANGUARD SCOTTSDALE FDS34.0K shares11.69%2026-03-312026-05-14

IJH ISHARES TR40.5K shares5.49%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC54.4K shares7.65%2026-03-312026-05-14

ABT ABBOTT LABORATORIES26.5K shares-1.70%2026-03-312026-05-14

PM PHILIP MORRIS INTL INC16.4K shares-4.48%2026-03-312026-05-14

SPYG SPDR SERIES TRUST27.7K shares2.59%2026-03-312026-05-14

CSCO CISCO SYS INC34.8K shares3.59%2026-03-312026-05-14

Sponsored

CB CHUBB LTD SWITZ8.2K shares0.67%2026-03-312026-05-14

WCC WESCO INTL INC9.7K shares-1.12%2026-03-312026-05-14

SLV ISHARES SILVER TR38.8K shares1.61%2026-03-312026-05-14

EATON CORP PLC EATON CORP PLC7.4K shares3.87%2026-03-312026-05-14

IGM ISHARES TR22.2K shares9.54%2026-03-312026-05-14

MMM 3M CO18.1K shares-2.51%2026-03-312026-05-14

NFLX NETFLIX INC.27.2K shares48.28%2026-03-312026-05-14

UTES ETFIS SER TR I32.7K shares1.73%2026-03-312026-05-14

Sponsored

TMO THERMO FISHER SCIENTIFIC INC5.3K shares1.59%2026-03-312026-05-14

TJX TJX COS INC NEW16.2K shares-9.72%2026-03-312026-05-14

XLU SELECT SECTOR SPDR TR56.3K shares3.13%2026-03-312026-05-14

XLY SELECT SECTOR SPDR TR23.7K shares7.16%2026-03-312026-05-14

CG CARLYLE GROUP INC53.2K shares-3.71%2026-03-312026-05-14

CRM SALESFORCE INC13.7K shares32.80%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC21.0K shares-21.46%2026-03-312026-05-14

ADBE ADOBE INC10.3K shares-7.85%2026-03-312026-05-14

Sponsored

NKE NIKE INC47.2K shares-4.31%2026-03-312026-05-14

QCOM QUALCOMM INC19.3K shares-2.67%2026-03-312026-05-14

URI UNITED RENTALS INC3.4K shares0.66%2026-03-312026-05-14

IYY ISHARES TR15.3K shares-1.92%2026-03-312026-05-14

SPGI S&P GLOBAL INC5.7K shares-0.56%2026-03-312026-05-14

CIBR FIRST TR EXCHANGE-TRADED FD37.8K shares30.41%2026-03-312026-05-14

HGER HARBOR ETF TRUST75.7K shares190.08%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC11.5K shares8.16%2026-03-312026-05-14

Sponsored

EMXC ISHARES INC29.3K shares4.16%2026-03-312026-05-14

BSCS INVESCO EXCH TRD SLF IDX FD110.6K shares11.23%2026-03-312026-05-14

SCHP SCHWAB STRATEGIC TR83.9K shares0.49%2026-03-312026-05-14

UNP UNION PAC CORP9.1K shares3.18%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS3.7K shares0.44%2026-03-312026-05-14

RLY SSGA ACTIVE ETF TR60.6K shares16.77%2026-03-312026-05-14

LLY ELI LILLY & CO2.3K shares4.26%2026-03-312026-05-14

ETOR ETORO GROUP LTD70.2K shares94.63%2026-03-312026-05-14

Sponsored

VPL VANGUARD INTL EQUITY INDEX F21.5K shares-64.93%2026-03-312026-05-14

INCY INCYTE CORP22.2K shares0.14%2026-03-312026-05-14

LOW LOWES COS INC8.8K shares4.43%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC2.4K shares3.64%2026-03-312026-05-14

EEMA ISHARES INC20.0K shares-64.86%2026-03-312026-05-14

UBER UBER TECHNOLOGIES INC26.6K shares4.43%2026-03-312026-05-14

IYW ISHARES TR10.4K shares-0.73%2026-03-312026-05-14

PSTG EVERPURE INC31.8K shares-3.33%2026-03-312026-05-14

Sponsored

BA BOEING CO9.4K shares-0.58%2026-03-312026-05-14

T AT&T INC64.3K shares9.29%2026-03-312026-05-14

DIS DISNEY WALT CO19.3K shares0.84%2026-03-312026-05-14

FCFS FIRSTCASH HOLDINGS INC9.8K shares1.26%2026-03-312026-05-14

IEMG ISHARES INC26.5K shares101.72%2026-03-312026-05-14

MYI BLACKROCK MUNIYIELD QUALITY174.4K shares0.26%2026-03-312026-05-14

RSPH INVESCO EXCHANGE TRADED FD T60.6K shares0.01%2026-03-312026-05-14

D DOMINION ENERGY INC28.8K shares18.33%2026-03-312026-05-14

Sponsored

SHEL SHELL PLC18.8K shares4.83%2026-03-312026-05-14

DNA GINKGO BIOWORKS HOLDINGS INC276.8K shares0.00%2026-03-312026-05-14

LPLA LPL FINL HLDGS INC5.6K shares1.83%2026-03-312026-05-14

SNA SNAP ON INC4.6K shares2.28%2026-03-312026-05-14

SOLV SOLVENTUM CORP25.1K shares0.94%2026-03-312026-05-14

IVV ISHARES TR2.5K shares21.78%2026-03-312026-05-14

STARZ ENTERTAINMENT CORP. STARZ ENTERTAINMENT CORP.140.5K shares3.16%2026-03-312026-05-14

MODL VICTORY PORTFOLIOS II36.1K shares0.73%2026-03-312026-05-14

Sponsored

XLI SELECT SECTOR SPDR TR9.9K shares-2.21%2026-03-312026-05-14

CASY CASEYS GEN STORES INC2.2K shares-1.44%2026-03-312026-05-14

MSI MOTOROLA SOLUTIONS INC3.7K shares3.01%2026-03-312026-05-14

TT TRANE TECHNOLOGIES PLC3.8K shares-0.98%2026-03-312026-05-14

CW CURTISS WRIGHT CORP2.3K sharesnew addition2026-03-312026-05-14

SPYV SPDR SERIES TRUST26.7K shares13.92%2026-03-312026-05-14

CME CME GROUP INC5.1K shares1.71%2026-03-312026-05-14

ADP AUTOMATIC DATA PROCESSING IN7.4K shares2.47%2026-03-312026-05-14

Sponsored

RSG REPUBLIC SVCS INC6.8K shares-0.41%2026-03-312026-05-14

GLW CORNING INC10.5K shares-0.03%2026-03-312026-05-14

WEC ENERGY GROUP INC WEC ENERGY GROUP INC12.3K shares9.05%2026-03-312026-05-14

GSC GOLDMAN SACHS ETF TR25.9K shares-4.04%2026-03-312026-05-14

INGR INGREDION INC12.3K shares41.03%2026-03-312026-05-14

CAT CATERPILLAR INC1.9K shares6.93%2026-03-312026-05-14

FDS FACTSET RESH SYS INC6.3K shares-9.66%2026-03-312026-05-14

CTVA CORTEVA INC16.4K shares-0.76%2026-03-312026-05-14

Sponsored

IWF ISHARES TR3.1K shares-0.80%2026-03-312026-05-14

TRV TRAVELERS COMPANIES INC4.5K shares5.99%2026-03-312026-05-14

ATO ATMOS ENERGY CORP7.1K shares-0.30%2026-03-312026-05-14

ELV ELEVANCE HEALTH INC FORMERLY4.4K shares3.26%2026-03-312026-05-14

SHY ISHARES TR15.6K shares0.01%2026-03-312026-05-14

VBR VANGUARD INDEX FDS5.9K shares6.50%2026-03-312026-05-14

PRAXIS PRECISION MEDICINES I PRAXIS PRECISION MEDICINES I3.9K shares-5.97%2026-03-312026-05-14

ED CONSOLIDATED EDISON INC11.0K shares1.60%2026-03-312026-05-14

Sponsored

PLTR PALANTIR TECHNOLOGIES INC8.5K shares20.90%2026-03-312026-05-14

GEN DIGITAL INC GEN DIGITAL INC65.8K shares7.19%2026-03-312026-05-14

FLMI FRANKLIN TEMPLETON ETF TR49.6K shares26.00%2026-03-312026-05-14

REGN REGENERON PHARMACEUTICALS1.5K sharesnew addition2026-03-312026-05-14

PSX PHILLIPS 666.3K shares7.37%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC3.4K shares10.15%2026-03-312026-05-14

ORCL ORACLE CORP7.8K shares-8.23%2026-03-312026-05-14

AMP AMERIPRISE FINL INC2.6K shares-26.23%2026-03-312026-05-14

Sponsored

FDX FEDEX CORP3.2K shares0.03%2026-03-312026-05-14

LHX L3HARRIS TECHNOLOGIES INC3.2K shares0.56%2026-03-312026-05-14

USRT ISHARES TR18.2K shares11.46%2026-03-312026-05-14

VBK VANGUARD INDEX FDS3.6K sharesnew addition2026-03-312026-05-14

SCHO SCHWAB STRATEGIC TR42.6K shares26.40%2026-03-312026-05-14

VGT VANGUARD WORLD FD1.5K shares-1.33%2026-03-312026-05-14

ECL ECOLAB INC3.9K sharesnew addition2026-03-312026-05-14

VXF VANGUARD INDEX FDS4.8K shares-4.45%2026-03-312026-05-14

Sponsored

VIG VANGUARD SPECIALIZED FUNDS4.6K shares6.30%2026-03-312026-05-14

OI O-I GLASS INC93.5K shares-2.59%2026-03-312026-05-14

SYK STRYKER CORPORATION3.0K shares-2.61%2026-03-312026-05-14

IAUI NEOS ETF TRUST17.1K shares30.83%2026-03-312026-05-14

IBIT ISHARES BITCOIN TRUST ETF25.0K shares21.90%2026-03-312026-05-14

CIEN CIENA CORP2.5K shares0.28%2026-03-312026-05-14

AJG GALLAGHER ARTHUR J & CO4.4K shares-20.30%2026-03-312026-05-14

WSO WATSCO INC2.6K shares1.55%2026-03-312026-05-14

Sponsored

PLD PROLOGIS INC.7.1K shares6.91%2026-03-312026-05-14

HALO HALOZYME THERAPEUTICS INC14.5K shares-1.06%2026-03-312026-05-14

UPST UPSTART HLDGS INC35.7K shares-5.31%2026-03-312026-05-14

MDY STATE STR SPDR S&P MIDCAP 401.5K shares0.13%2026-03-312026-05-14

ENB ENBRIDGE INC16.8K shares-1.33%2026-03-312026-05-14

WM WASTE MGMT INC DEL3.9K shares0.00%2026-03-312026-05-14

YUM YUM BRANDS INC5.7K shares-7.20%2026-03-312026-05-14

CITIGROUP INC CITIGROUP INC7.7K shares-12.83%2026-03-312026-05-14

Sponsored

SHW SHERWIN WILLIAMS CO2.7K shares4.37%2026-03-312026-05-14

EQIX EQUINIX INC874 shares0.46%2026-03-312026-05-14

IVW ISHARES TR7.5K shares1.40%2026-03-312026-05-14

EOG EOG RES INC5.9K shares-3.48%2026-03-312026-05-14

GEV GE VERNOVA INC969 shares1.04%2026-03-312026-05-14

MDLZ MONDELEZ INTL INC14.5K shares13.87%2026-03-312026-05-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.2K shares18.06%2026-03-312026-05-14

NDAQ NASDAQ INC9.8K shares2.28%2026-03-312026-05-14

Sponsored

COP CONOCOPHILLIPS6.2K shares-2.46%2026-03-312026-05-14

LONZ PIMCO ETF TR16.3K shares27.31%2026-03-312026-05-14

GDX VANECK ETF TRUST8.7K shares28.34%2026-03-312026-05-14

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.0K shares1.29%2026-03-312026-05-14

VRSK VERISK ANALYTICS INC4.2K shares51.00%2026-03-312026-05-14

TSCO TRACTOR SUPPLY CO17.2K shares-1.54%2026-03-312026-05-14

ARISTA NETWORKS INC ARISTA NETWORKS INC6.3K sharesnew addition2026-03-312026-05-14

ACWX ISHARES TR11.1K shares22.43%2026-03-312026-05-14

Sponsored

BLACKROCK INC BLACKROCK INC783 shares-4.74%2026-03-312026-05-14

DFIV DIMENSIONAL ETF TRUST14.2K shares16.34%2026-03-312026-05-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.2K shares0.09%2026-03-312026-05-14

PEG PUBLIC SVC ENTERPRISE GROUP9.2K shares-1.00%2026-03-312026-05-14

ITW ILLINOIS TOOL WKS INC2.8K shares-22.28%2026-03-312026-05-14

IYJ ISHARES TR4.9K shares-3.57%2026-03-312026-05-14

AGI ALAMOS GOLD INC16.4K shares-3.25%2026-03-312026-05-14

FLGV FRANKLIN TEMPLETON ETF TR35.3K sharesnew addition2026-03-312026-05-14

Sponsored

MPC MARATHON PETE CORP2.9K shares1.90%2026-03-312026-05-14

AWK AMERICAN WTR WKS CO INC NEW5.3K shares-1.63%2026-03-312026-05-14

UTF COHEN & STEERS INFRASTRUCTUR27.6K shares0.02%2026-03-312026-05-14

MS MORGAN STANLEY4.3K shares3.97%2026-03-312026-05-14

FAST FASTENAL CO15.1K shares-24.03%2026-03-312026-05-14

SPTS SPDR SERIES TRUST23.8K shares-21.90%2026-03-312026-05-14

VONV VANGUARD SCOTTSDALE FDS7.4K shares-4.68%2026-03-312026-05-14

EQX EQUINOX GOLD CORP47.7K shares0.00%2026-03-312026-05-14

Sponsored

MMC MARSH & MCLENNAN COS INC3.9K shares2.47%2026-03-312026-05-14

WRB BERKLEY W R CORP10.3K shares0.04%2026-03-312026-05-14

PH PARKER-HANNIFIN CORP756 shares-4.18%2026-03-312026-05-14

WFC WELLS FARGO & CO8.5K shares3.68%2026-03-312026-05-14

THOMSON REUTERS CORP THOMSON REUTERS CORP7.5K shares20.81%2026-03-312026-05-14

URGN UROGEN PHARMA LTD37.0K shares0.00%2026-03-312026-05-14

EMR EMERSON ELEC CO5.1K shares-0.90%2026-03-312026-05-14

BNDI NEOS ETF TRUST14.0K shares-3.13%2026-03-312026-05-14

Sponsored

INTC INTEL CORP14.7K shares-11.04%2026-03-312026-05-14

VB VANGUARD INDEX FDS2.5K shares-3.06%2026-03-312026-05-14

BR BROADRIDGE FINL SOLUTIONS IN4.0K shares-0.58%2026-03-312026-05-14

CTAS CINTAS CORP3.8K shares-1.27%2026-03-312026-05-14

SCMB SCHWAB STRATEGIC TR25.3K shares0.08%2026-03-312026-05-14

PREF PRINCIPAL EXCHANGE TRADED FD34.2K shares12.00%2026-03-312026-05-14

JAAA JANUS DETROIT STR TR12.7K sharesnew addition2026-03-312026-05-14

SKILLZ INC SKILLZ INC247.0K shares0.00%2026-03-312026-05-14

Sponsored

TDG TRANSDIGM GROUP INC552 shares-12.24%2026-03-312026-05-14

BARRICK MNG CORP BARRICK MNG CORP15.6K shares-1.25%2026-03-312026-05-14

IGHG PROSHARES TR8.2K shares-2.58%2026-03-312026-05-14

STERIS PLC STERIS PLC2.9K shares-0.17%2026-03-312026-05-14

KLAC KLA CORP423 shares-14.89%2026-03-312026-05-14

SMTH ALPS ETF TR24.0K shares0.16%2026-03-312026-05-14

PAYX PAYCHEX INC6.6K shares36.80%2026-03-312026-05-14

IWD ISHARES TR2.9K shares-20.63%2026-03-312026-05-14

Sponsored

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET19.8K shares-8.45%2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC2.2K shares6.02%2026-03-312026-05-14

AOR ISHARES TR9.1K shares-38.40%2026-03-312026-05-14

WELL WELLTOWER INC2.9K shares-69.27%2026-03-312026-05-14

IYH ISHARES TR9.4K shares-14.87%2026-03-312026-05-14

TER TERADYNE INC1.9K shares-0.87%2026-03-312026-05-14

IYK ISHARES TR8.0K shares-0.85%2026-03-312026-05-14

LQDH ISHARES U S ETF TR6.1K shares-10.21%2026-03-312026-05-14

Sponsored

NSC NORFOLK SOUTHN CORP1.9K shares-1.12%2026-03-312026-05-14

HSY HERSHEY CO2.6K shares5.73%2026-03-312026-05-14

ZTS ZOETIS INC4.6K shares29.62%2026-03-312026-05-14

MUB ISHARES TR5.0K shares21.99%2026-03-312026-05-14

MPWR MONOLITHIC PWR SYS INC488 shares0.41%2026-03-312026-05-14

HDV ISHARES TR3.9K shares-4.33%2026-03-312026-05-14

JKHY HENRY JACK & ASSOC INC3.3K shares-2.05%2026-03-312026-05-14

CNTA CENTESSA PHARMACEUTICALS PLC13.1K shares-6.63%2026-03-312026-05-14

Sponsored

PGR PROGRESSIVE CORP2.6K shares-2.68%2026-03-312026-05-14

BSCQ INVESCO EXCH TRD SLF IDX FD26.5K shares0.31%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS8.0K shares5.00%2026-03-312026-05-14

CGBL CAPITAL GROUP CORE BALANCED14.9K shares121.75%2026-03-312026-05-14

IVE ISHARES TR2.4K shares28.78%2026-03-312026-05-14

CVS CVS HEALTH CORP7.0K shares-3.78%2026-03-312026-05-14

BAR GRANITESHARES GOLD TR10.9K shares-0.51%2026-03-312026-05-14

RBRK RUBRIK INC.10.1K shares-7.73%2026-03-312026-05-14

Sponsored

DHR DANAHER CORP DEL2.6K shares5.43%2026-03-312026-05-14

SCHV SCHWAB STRATEGIC TR16.0K shares-0.56%2026-03-312026-05-14

IYM ISHARES TR2.8K shares-0.14%2026-03-312026-05-14

MO ALTRIA GROUP INC7.3K shares-0.53%2026-03-312026-05-14

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC4.9K shares-2.47%2026-03-312026-05-14

IWB ISHARES TR1.3K shares-50.99%2026-03-312026-05-14

CAH CARDINAL HEALTH INC2.2K shares1.64%2026-03-312026-05-14

IWS ISHARES TR3.2K shares0.28%2026-03-312026-05-14

Sponsored

ICLN ISHARES TR25.5K shares-1.46%2026-03-312026-05-14

ARMN ARIS MINING CORPORATION25.0K shares0.00%2026-03-312026-05-14

HAL HALLIBURTON CO11.8K shares2.74%2026-03-312026-05-14

USB US BANCORP8.7K shares5.87%2026-03-312026-05-14

NFG NATIONAL FUEL GAS CO4.8K shares-0.52%2026-03-312026-05-14

IWM ISHARES TR1.8K shares0.78%2026-03-312026-05-14

SPRY ARS PHARMACEUTICALS INC55.7K shares3.53%2026-03-312026-05-14

MKC MCCORMICK & CO INC8.8K shares2.57%2026-03-312026-05-14

Sponsored

WTRG ESSENTIAL UTILS INC10.9K shares0.80%2026-03-312026-05-14

TV GRUPO TELEVISA S A B151.1K shares0.00%2026-03-312026-05-14

AEM AGNICO EAGLE MINES LTD2.2K shares-5.96%2026-03-312026-05-14

COPX GLOBAL X FDS5.7K shares64.66%2026-03-312026-05-14

BK BANK NEW YORK MELLON CORP3.6K shares11.69%2026-03-312026-05-14

CMCSA COMCAST CORP NEW14.7K shares-28.42%2026-03-312026-05-14

ISRG INTUITIVE SURGICAL INC904 shares-0.11%2026-03-312026-05-14

FTEC FIDELITY COVINGTON TRUST2.0K shares-13.47%2026-03-312026-05-14

Sponsored

FELG FIDELITY COVINGTON TRUST10.8K shares0.09%2026-03-312026-05-14

UYG PROSHARES TR5.5K shares0.00%2026-03-312026-05-14

LH LABCORP HOLDINGS INC1.5K shares-12.25%2026-03-312026-05-14

DE DEERE & CO699 shares16.11%2026-03-312026-05-14

IP INTERNATIONAL PAPER CO11.0K shares0.27%2026-03-312026-05-14

PZA INVESCO EXCH TRADED FD TR II17.0K sharesnew addition2026-03-312026-05-14

SCHM SCHWAB STRATEGIC TR12.6K shares12.76%2026-03-312026-05-14

EPD ENTERPRISE PRODS PARTNERS L10.3K shares0.32%2026-03-312026-05-14

Sponsored

HWM HOWMET AEROSPACE INC1.7K shares13.46%2026-03-312026-05-14

WDAY WORKDAY INC3.0K shares0.58%2026-03-312026-05-14

AGG ISHARES TR3.9K shares-2.10%2026-03-312026-05-14

VYM VANGUARD WHITEHALL FDS2.6K shares-19.45%2026-03-312026-05-14

EME EMCOR GROUP INC508 shares-5.93%2026-03-312026-05-14

SBUX STARBUCKS CORP4.2K shares14.93%2026-03-312026-05-14

ITA ISHARES TR1.7K shares8.85%2026-03-312026-05-14

DVY ISHARES TR2.4K shares3.53%2026-03-312026-05-14

Sponsored

LINDE PLC LINDE PLC732 shares33.58%2026-03-312026-05-14

QUAL ISHARES TR1.9K shares62.95%2026-03-312026-05-14

HEI HEICO CORP NEW1.3K shares2.41%2026-03-312026-05-14

DIA STATE STR SPDR DOW JONES IND750 shares4.31%2026-03-312026-05-14

WWD WOODWARD INC962 shares-6.05%2026-03-312026-05-14

NEA NUVEEN AMT FREE QLTY MUN INC30.5K shares-7.07%2026-03-312026-05-14

CSX CSX CORP8.3K shares-1.67%2026-03-312026-05-14

NVO NOVO-NORDISK A S9.3K sharesnew addition2026-03-312026-05-14

Sponsored

NOBL PROSHARES TR3.2K shares-1.44%2026-03-312026-05-14

AFL AFLAC INC3.1K shares2.93%2026-03-312026-05-14

IRM IRON MTN INC DEL3.3K shares2.01%2026-03-312026-05-14

BSMR INVESCO EXCH TRD SLF IDX FD14.2K shares24.02%2026-03-312026-05-14

FLJP FRANKLIN TEMPLETON ETF TR9.3K shares0.00%2026-03-312026-05-14

ALNY ALNYLAM PHARMACEUTICALS INC987 shares-5.82%2026-03-312026-05-14

XSD SPDR SERIES TRUST991 shares-2.94%2026-03-312026-05-14

BSMS INVESCO EXCH TRD SLF IDX FD13.8K shares32.28%2026-03-312026-05-14

Sponsored

SCHR SCHWAB STRATEGIC TR12.9K shares3.73%2026-03-312026-05-14

LITE LUMENTUM HLDGS INC456 sharesnew addition2026-03-312026-05-14

JSI JANUS DETROIT STR TR6.2K sharesnew addition2026-03-312026-05-14

LDOS LEIDOS HOLDINGS INC2.0K shares-1.45%2026-03-312026-05-14

AEP AMERICAN ELEC PWR CO INC2.4K shares-4.82%2026-03-312026-05-14

JMBS JANUS DETROIT STR TR6.9K shares-59.24%2026-03-312026-05-14

VHT VANGUARD WORLD FD1.1K shares0.09%2026-03-312026-05-14

IJT ISHARES TR2.1K sharesnew addition2026-03-312026-05-14

Sponsored

GLOW VICTORY PORTFOLIOS II10.1K shares-9.48%2026-03-312026-05-14

ROK ROCKWELL AUTOMATION INC827 shares22.88%2026-03-312026-05-14

TLH ISHARES TR2.9K shares-14.15%2026-03-312026-05-14

OKLO OKLO INC5.9K shares2.54%2026-03-312026-05-14

VRP INVESCO EXCH TRADED FD TR II12.2K shares0.30%2026-03-312026-05-14

RBLX ROBLOX CORP5.1K shares-26.88%2026-03-312026-05-14

ITOT ISHARES TR2.0K shares-2.39%2026-03-312026-05-14

HYEM VANECK ETF TRUST14.4K shares0.92%2026-03-312026-05-14

Sponsored

EG EVEREST GROUP LTD859 shares3.62%2026-03-312026-05-14

COMP COMPASS INC37.4K shares61.04%2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR4.4K sharesnew addition2026-03-312026-05-14

VIS VANGUARD WORLD FD865 shares0.00%2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F4.9K shares2.87%2026-03-312026-05-14

YUMC YUM CHINA HLDGS INC5.5K shares-0.09%2026-03-312026-05-14

CENCORA INC CENCORA INC844 shares6.30%2026-03-312026-05-14

ROCKET LAB CORP ROCKET LAB CORP4.1K shares8.47%2026-03-312026-05-14

Sponsored

SDY SPDR SERIES TRUST1.8K shares-29.37%2026-03-312026-05-14

AB ALLIANCEBERNSTEIN HLDG L P6.9K sharesnew addition2026-03-312026-05-14

MAR MARRIOTT INTL INC NEW787 shares-18.78%2026-03-312026-05-14

FDVV FIDELITY COVINGTON TRUST4.6K shares0.77%2026-03-312026-05-14

SPYD SPDR SERIES TRUST5.5K shares0.00%2026-03-312026-05-14

ETHA ISHARES ETHEREUM TR15.6K shares0.00%2026-03-312026-05-14

IDEV ISHARES TR2.9K sharesnew addition2026-03-312026-05-14

IUSG ISHARES TR1.6K shares-3.70%2026-03-312026-05-14

Sponsored

FIX COMFORT SYS USA INC175 shares-23.91%2026-03-312026-05-14

FNV FRANCO NEV CORP971 shares-6.45%2026-03-312026-05-14

OKTA OKTA INC3.0K shares-5.78%2026-03-312026-05-14

NEM NEWMONT CORP2.2K shares-15.28%2026-03-312026-05-14

ES EVERSOURCE ENERGY3.4K shares-30.25%2026-03-312026-05-14

CSL CARLISLE COS INC696 sharesnew addition2026-03-312026-05-14

ACWI ISHARES TR1.7K shares0.00%2026-03-312026-05-14

SMFG SUMITOMO MITSUI FIN GRP INC11.4K shares-18.56%2026-03-312026-05-14

Sponsored

BSMT INVESCO EXCH TRD SLF IDX FD9.8K sharesnew addition2026-03-312026-05-14

IDU ISHARES TR1.9K shares-1.58%2026-03-312026-05-14

VEEV VEEVA SYS INC1.3K shares24.36%2026-03-312026-05-14

AHR AMERICAN HEALTHCARE REIT INC4.7K shares-1.10%2026-03-312026-05-14

CARY ANGEL OAK FUNDS TRUST10.5K shares0.00%2026-03-312026-05-14

BP BP PLC4.6K sharesnew addition2026-03-312026-05-14

FCX FREEPORT MCMORAN INC3.7K shares-42.96%2026-03-312026-05-14

ROAD CONSTRUCTION PARTNERS INC1.9K sharesnew addition2026-03-312026-05-14

Sponsored

SPYM SPDR SERIES TRUST2.7K shares-0.29%2026-03-312026-05-14

STLD STEEL DYNAMICS INC1.2K sharesnew addition2026-03-312026-05-14

EXPE EXPEDIA GROUP INC902 shares-5.55%2026-03-312026-05-14

SEE SEALED AIR CORP NEW4.9K shares1.51%2026-03-312026-05-14

INSM INSMED INC1.3K shares-12.22%2026-03-312026-05-14

VIK VIKING HOLDINGS LTD2.8K shares-12.40%2026-03-312026-05-14

BIOHAVEN LTD BIOHAVEN LTD24.0K shares-3.13%2026-03-312026-05-14

CLSE TRUST FOR PROFESSIONAL MANAG7.2K shares-32.14%2026-03-312026-05-14

Sponsored

TXT TEXTRON INC2.3K shares0.00%2026-03-312026-05-14

ESGV VANGUARD WORLD FD1.8K shares-3.74%2026-03-312026-05-14

LULU LULULEMON ATHLETICA INC1.3K sharesnew addition2026-03-312026-05-14

MUFG MITSUBISHI UFJ FINANCIAL GRO11.7K shares-14.53%2026-03-312026-05-14

PDBC INVESCO ACTVELY MNGD ETC FD10.4K shares-2.34%2026-03-312026-05-14

RVT ROYCE SMALL CAP TRUST INC10.7K shares0.00%2026-03-312026-05-14

RIVN RIVIAN AUTOMOTIVE INC11.5K sharesnew addition2026-03-312026-05-14

F FORD MTR CO14.8K shares-1.32%2026-03-312026-05-14

Sponsored

PGX INVESCO EXCH TRADED FD TR II14.3K shares1.56%2026-03-312026-05-14

ABRDN GLOBAL PREMIER PPTYS F ABRDN GLOBAL PREMIER PPTYS F14.0K sharesnew addition2026-03-312026-05-14

RDW REDWIRE CORPORATION15.0K sharesnew addition2026-03-312026-05-14

SSSS SURO CAPITAL CORP11.3K shares0.00%2026-03-312026-05-14

RITM RITHM CAPITAL CORP12.7K shares4.30%2026-03-312026-05-14

HLMN HILLMAN SOLUTIONS CORP13.2K shares0.52%2026-03-312026-05-14

ANNX ANNEXON INC17.0K shares0.00%2026-03-312026-05-14

CITROTECH INC CITROTECH INC10.8K shares-18.75%2026-03-312026-05-14

Sponsored

CXM SPRINKLR INC12.2K shares13.86%2026-03-312026-05-14

NNOX NANO X IMAGING LTD28.0K shares0.00%2026-03-312026-05-14

ALLO ALLOGENE THERAPEUTICS INC21.8K shares0.00%2026-03-312026-05-14

TMC TMC THE METALS COMPANY INC10.0K shares0.00%2026-03-312026-05-14

AUTHID INC AUTHID INC19.8K shares0.00%2026-03-312026-05-14

AAPL

APPLE INC

1.03%

Shares224.4K

Event2026-03-31

Filed2026-05-14

LION2

LIONSGATE STUDIOS CORP

602.48%

Shares5.0M

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-1.16%

Shares136.0K

Event2026-03-31

Filed2026-05-14

SCHD

SCHWAB STRATEGIC TR

4.01%

Shares1.2M

Event2026-03-31

Filed2026-05-14

JEPI

J P MORGAN EXCHANGE TRADED F

-1.30%

Shares596.4K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

1.52%

Shares173.5K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

-0.07%

Shares75.6K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

-0.16%

Shares131.8K

Event2026-03-31

Filed2026-05-14

BGB

BLACKSTONE STRATEGIC CRED 20

-0.71%

Shares2.5M

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

140.94%

Shares149.4K

Event2026-03-31

Filed2026-05-14

ISHARES GOLD TR

1.85%

Shares283.3K

Event2026-03-31

Filed2026-05-14

EIPI

FIRST TR EXCHNG TRADED FD VI

2.04%

Shares1.0M

Event2026-03-31

Filed2026-05-14

IQLT

ISHARES TR

13.49%

Shares438.2K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-4.88%

Shares69.5K

Event2026-03-31

Filed2026-05-14

SCHB

SCHWAB STRATEGIC TR

-0.75%

Shares735.0K

Event2026-03-31

Filed2026-05-14

SPGP

INVESCO EXCHANGE TRADED FD T

-1.08%

Shares167.9K

Event2026-03-31

Filed2026-05-14

JFLX

J P MORGAN EXCHANGE TRADED F

1.88%

Shares337.4K

Event2026-03-31

Filed2026-05-14

GBDC

GOLUB CAP BDC INC

159.42%

Shares1.3M

Event2026-03-31

Filed2026-05-14

IEFA

ISHARES TR

15.75%

Shares174.2K

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

-1.28%

Shares63.7K

Event2026-03-31

Filed2026-05-14

HON

HONEYWELL INTL INC

-0.11%

Shares67.5K

Event2026-03-31

Filed2026-05-14

IJS

ISHARES TR

10.88%

Shares117.8K

Event2026-03-31

Filed2026-05-14

VUG

VANGUARD INDEX FDS

9.73%

Shares31.4K

Event2026-03-31

Filed2026-05-14

ASML

ASML HLDG NV

-2.31%

Shares10.4K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

-2.85%

Shares45.3K

Event2026-03-31

Filed2026-05-14

ABBV

ABBVIE INC

0.84%

Shares60.2K

Event2026-03-31

Filed2026-05-14

VTV

VANGUARD INDEX FDS

37.73%

Shares66.0K

Event2026-03-31

Filed2026-05-14

XLK

SELECT SECTOR SPDR TR

9.79%

Shares87.9K

Event2026-03-31

Filed2026-05-14

META

META PLATFORMS INC

2.18%

Shares19.7K

Event2026-03-31

Filed2026-05-14

RTX

RTX CORPORATION

2.86%

Shares56.3K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

4.72%

Shares16.6K

Event2026-03-31

Filed2026-05-14

PANW

PALO ALTO NETWORKS INC

19.39%

Shares66.3K

Event2026-03-31

Filed2026-05-14

XLF

SELECT SECTOR SPDR TR

9.42%

Shares209.7K

Event2026-03-31

Filed2026-05-14

MICRON TECHNOLOGY INC

-4.25%

Shares30.6K

Event2026-03-31

Filed2026-05-14

VNLA

JANUS DETROIT STR TR

-1.91%

Shares210.2K

Event2026-03-31

Filed2026-05-14

INFL

LISTED FDS TR

2.25%

Shares191.8K

Event2026-03-31

Filed2026-05-14

VEU

VANGUARD INTL EQUITY INDEX F

0.34%

Shares128.5K

Event2026-03-31

Filed2026-05-14

GILD

GILEAD SCIENCES INC

-0.79%

Shares69.1K

Event2026-03-31

Filed2026-05-14

IEUR

ISHARES TR

409.17%

Shares133.8K

Event2026-03-31

Filed2026-05-14

IJR

ISHARES TR

1.18%

Shares72.6K

Event2026-03-31

Filed2026-05-14

JEPQ

J P MORGAN EXCHANGE TRADED F

-0.19%

Shares159.3K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

-4.78%

Shares17.7K

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

-6.27%

Shares66.4K

Event2026-03-31

Filed2026-05-14

DGRO

ISHARES TR

-1.19%

Shares115.0K

Event2026-03-31

Filed2026-05-14

IEI

ISHARES TR

14.99%

Shares67.4K

Event2026-03-31

Filed2026-05-14

XLC

SELECT SECTOR SPDR TR

2.50%

Shares66.3K

Event2026-03-31

Filed2026-05-14

GLD

SPDR GOLD TR

1.11%

Shares17.1K

Event2026-03-31

Filed2026-05-14

XLV

SELECT SECTOR SPDR TR

8.13%

Shares49.1K

Event2026-03-31

Filed2026-05-14

PYLD

PIMCO ETF TR

9.21%

Shares265.2K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

7.36%

Shares22.6K

Event2026-03-31

Filed2026-05-14

PEP

PEPSICO INC

2.91%

Shares41.3K

Event2026-03-31

Filed2026-05-14

DRAFTKINGS INC NEW

46.26%

Shares296.6K

Event2026-03-31

Filed2026-05-14

VXUS

VANGUARD STAR FDS

10.96%

Shares82.5K

Event2026-03-31

Filed2026-05-14

COF

CAPITAL ONE FINL CORP

1.41%

Shares33.6K

Event2026-03-31

Filed2026-05-14

INVESCO EXCHANGE TRADED FD T

30.12%

Shares31.9K

Event2026-03-31

Filed2026-05-14

LEGALZOOM COM INC

0.00%

Shares1.1M

Event2026-03-31

Filed2026-05-14

HOME DEPOT INC

3.73%

Shares18.2K

Event2026-03-31

Filed2026-05-14

SPGM

SPDR INDEX SHS FDS

0.07%

Shares77.2K

Event2026-03-31

Filed2026-05-14

BLACKSTONE INC

-0.99%

Shares48.2K

Event2026-03-31

Filed2026-05-14

ABNB

AIRBNB INC

-0.35%

Shares43.8K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

-0.29%

Shares17.6K

Event2026-03-31

Filed2026-05-14

LMT

LOCKHEED MARTIN CORP

-1.58%

Shares9.0K

Event2026-03-31

Filed2026-05-14

VCSH

VANGUARD SCOTTSDALE FDS

10.38%

Shares64.1K

Event2026-03-31

Filed2026-05-14

XLP

SELECT SECTOR SPDR TR

-2.23%

Shares60.9K

Event2026-03-31

Filed2026-05-14

SOUTHERN CO

0.97%

Shares50.8K

Event2026-03-31

Filed2026-05-14

AMGN

AMGEN INC

-3.07%

Shares13.8K

Event2026-03-31

Filed2026-05-14

TMUS

T-MOBILE US INC

6.42%

Shares23.0K

Event2026-03-31

Filed2026-05-14

IEF

ISHARES TR

18.78%

Shares50.3K

Event2026-03-31

Filed2026-05-14

NEE

NEXTERA ENERGY INC

1.40%

Shares48.5K

Event2026-03-31

Filed2026-05-14

AXP

AMERICAN EXPRESS CO

-3.62%

Shares14.5K

Event2026-03-31

Filed2026-05-14

KKR & CO INC

-2.41%

Shares46.8K

Event2026-03-31

Filed2026-05-14

MEDTRONIC PLC

1.58%

Shares49.8K

Event2026-03-31

Filed2026-05-14

MASTERCARD INCORPORATED

4.34%

Shares8.5K

Event2026-03-31

Filed2026-05-14

LAM RESEARCH CORP

-7.01%

Shares19.6K

Event2026-03-31

Filed2026-05-14

BSCR

INVESCO EXCH TRD SLF IDX FD

3.62%

Shares212.6K

Event2026-03-31

Filed2026-05-14

COST

COSTCO WHOLESALE CORPORATION

-2.79%

Shares4.2K

Event2026-03-31

Filed2026-05-14

LST

MANAGED PORTFOLIO SERIES

42.34%

Shares101.2K

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

-0.03%

Shares7.0K

Event2026-03-31

Filed2026-05-14

VRT

VERTIV HOLDINGS CO

0.35%

Shares16.1K

Event2026-03-31

Filed2026-05-14

AMAT

APPLIED MATLS INC

-9.05%

Shares11.8K

Event2026-03-31

Filed2026-05-14

MCD

MCDONALDS CORP

2.73%

Shares12.9K

Event2026-03-31

Filed2026-05-14

DUKE ENERGY CORP NEW

-0.64%

Shares30.1K

Event2026-03-31

Filed2026-05-14

BAC

BANK AMERICA CORP

0.77%

Shares80.6K

Event2026-03-31

Filed2026-05-14

ARES

ARES MANAGEMENT CORPORATION

-1.30%

Shares35.8K

Event2026-03-31

Filed2026-05-14

CVX

CHEVRON CORPORATION

3.59%

Shares18.6K

Event2026-03-31

Filed2026-05-14

APOLLO GLOBAL MGMT INC

-2.19%

Shares34.5K

Event2026-03-31

Filed2026-05-14

ALL

ALLSTATE CORP

-0.10%

Shares18.3K

Event2026-03-31

Filed2026-05-14

TSLA

TESLA INC

6.75%

Shares10.1K

Event2026-03-31

Filed2026-05-14

PROCTER & GAMBLE CO

7.74%

Shares25.4K

Event2026-03-31

Filed2026-05-14

TLT

ISHARES TR

20.82%

Shares42.2K

Event2026-03-31

Filed2026-05-14

TXN

TEXAS INSTRS INC

-9.75%

Shares18.7K

Event2026-03-31

Filed2026-05-14

BRK.A

BERKSHIRE HATHAWAY INC DEL

-16.67%

Shares5

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

124.18%

Shares11.1K

Event2026-03-31

Filed2026-05-14

CCL

CARNIVAL CORP

-1.95%

Shares136.8K

Event2026-03-31

Filed2026-05-14

CRWD

CROWDSTRIKE HLDGS INC

1374.04%

Shares8.9K

Event2026-03-31

Filed2026-05-14

BMY

BRISTOL-MYERS SQUIBB CO

31.32%

Shares56.8K

Event2026-03-31

Filed2026-05-14

PWR

QUANTA SVCS INC

-3.50%

Shares6.1K

Event2026-03-31

Filed2026-05-14

IBB

ISHARES TR

6.35%

Shares19.7K

Event2026-03-31

Filed2026-05-14

IBM

INTERNATIONAL BUSINESS MACHS

0.32%

Shares13.7K

Event2026-03-31

Filed2026-05-14

XBI

SPDR SERIES TRUST

0.85%

Shares24.6K

Event2026-03-31

Filed2026-05-14

JACOBS SOLUTIONS INC

-0.73%

Shares24.3K

Event2026-03-31

Filed2026-05-14

SOLSTICE ADVANCED MATLS INC

14.46%

Shares40.5K

Event2026-03-31

Filed2026-05-14

JFR

NUVEEN FLOATING RATE INCOME

-10.33%

Shares407.0K

Event2026-03-31

Filed2026-05-14

BSX

BOSTON SCIENTIFIC CORP

359.07%

Shares48.6K

Event2026-03-31

Filed2026-05-14

MIAX

MIAMI INTL HLDGS INC

0.78%

Shares78.0K

Event2026-03-31

Filed2026-05-14

VISA INC

6.87%

Shares10.0K

Event2026-03-31

Filed2026-05-14

INTU

INTUIT

40.92%

Shares6.9K

Event2026-03-31

Filed2026-05-14

PFE

PFIZER INC

-1.74%

Shares104.6K

Event2026-03-31

Filed2026-05-14

TIP

ISHARES TR

-0.56%

Shares26.4K

Event2026-03-31

Filed2026-05-14

APH

AMPHENOL CORP

-0.28%

Shares22.9K

Event2026-03-31

Filed2026-05-14

COCA COLA CO

-2.03%

Shares37.2K

Event2026-03-31

Filed2026-05-14

EWJ

ISHARES INC

-1.30%

Shares33.5K

Event2026-03-31

Filed2026-05-14

GE AEROSPACE

-0.73%

Shares9.9K

Event2026-03-31

Filed2026-05-14

VCIT

VANGUARD SCOTTSDALE FDS

11.69%

Shares34.0K

Event2026-03-31

Filed2026-05-14

IJH

ISHARES TR

5.49%

Shares40.5K

Event2026-03-31

Filed2026-05-14

VERIZON COMMUNICATIONS INC

7.65%

Shares54.4K

Event2026-03-31

Filed2026-05-14

ABT

ABBOTT LABORATORIES

-1.70%

Shares26.5K

Event2026-03-31

Filed2026-05-14

PHILIP MORRIS INTL INC

-4.48%

Shares16.4K

Event2026-03-31

Filed2026-05-14

SPYG

SPDR SERIES TRUST

2.59%

Shares27.7K

Event2026-03-31

Filed2026-05-14

CSCO

CISCO SYS INC

3.59%

Shares34.8K

Event2026-03-31

Filed2026-05-14

CHUBB LTD SWITZ

0.67%

Shares8.2K

Event2026-03-31

Filed2026-05-14

WCC

WESCO INTL INC

-1.12%

Shares9.7K

Event2026-03-31

Filed2026-05-14

SLV

ISHARES SILVER TR

1.61%

Shares38.8K

Event2026-03-31

Filed2026-05-14

EATON CORP PLC

3.87%

Shares7.4K

Event2026-03-31

Filed2026-05-14

IGM

ISHARES TR

9.54%

Shares22.2K

Event2026-03-31

Filed2026-05-14

MMM

3M CO

-2.51%

Shares18.1K

Event2026-03-31

Filed2026-05-14

NFLX

NETFLIX INC.

48.28%

Shares27.2K

Event2026-03-31

Filed2026-05-14

UTES

ETFIS SER TR I

1.73%

Shares32.7K

Event2026-03-31

Filed2026-05-14

TMO

THERMO FISHER SCIENTIFIC INC

1.59%

Shares5.3K

Event2026-03-31

Filed2026-05-14

TJX

TJX COS INC NEW

-9.72%

Shares16.2K

Event2026-03-31

Filed2026-05-14

XLU

SELECT SECTOR SPDR TR

3.13%

Shares56.3K

Event2026-03-31

Filed2026-05-14

XLY

SELECT SECTOR SPDR TR

7.16%

Shares23.7K

Event2026-03-31

Filed2026-05-14

CARLYLE GROUP INC

-3.71%

Shares53.2K

Event2026-03-31

Filed2026-05-14

CRM

SALESFORCE INC

32.80%

Shares13.7K

Event2026-03-31

Filed2026-05-14

MERCK & CO INC

-21.46%

Shares21.0K

Event2026-03-31

Filed2026-05-14

ADBE

ADOBE INC

-7.85%

Shares10.3K

Event2026-03-31

Filed2026-05-14

NKE

NIKE INC

-4.31%

Shares47.2K

Event2026-03-31

Filed2026-05-14

QCOM

QUALCOMM INC

-2.67%

Shares19.3K

Event2026-03-31

Filed2026-05-14

URI

UNITED RENTALS INC

0.66%

Shares3.4K

Event2026-03-31

Filed2026-05-14

IYY

ISHARES TR

-1.92%

Shares15.3K

Event2026-03-31

Filed2026-05-14

SPGI

S&P GLOBAL INC

-0.56%

Shares5.7K

Event2026-03-31

Filed2026-05-14

CIBR

FIRST TR EXCHANGE-TRADED FD

30.41%

Shares37.8K

Event2026-03-31

Filed2026-05-14

HGER

HARBOR ETF TRUST

190.08%

Shares75.7K

Event2026-03-31

Filed2026-05-14

AMD

ADVANCED MICRO DEVICES INC

8.16%

Shares11.5K

Event2026-03-31

Filed2026-05-14

EMXC

ISHARES INC

4.16%

Shares29.3K

Event2026-03-31

Filed2026-05-14

BSCS

INVESCO EXCH TRD SLF IDX FD

11.23%

Shares110.6K

Event2026-03-31

Filed2026-05-14

SCHP

SCHWAB STRATEGIC TR

0.49%

Shares83.9K

Event2026-03-31

Filed2026-05-14

UNP

UNION PAC CORP

3.18%

Shares9.1K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

0.44%

Shares3.7K

Event2026-03-31

Filed2026-05-14

RLY

SSGA ACTIVE ETF TR

16.77%

Shares60.6K

Event2026-03-31

Filed2026-05-14

LLY

ELI LILLY & CO

4.26%

Shares2.3K

Event2026-03-31

Filed2026-05-14

ETOR

ETORO GROUP LTD

94.63%

Shares70.2K

Event2026-03-31

Filed2026-05-14

VPL

VANGUARD INTL EQUITY INDEX F

-64.93%

Shares21.5K

Event2026-03-31

Filed2026-05-14

INCY

INCYTE CORP

0.14%

Shares22.2K

Event2026-03-31

Filed2026-05-14

LOW

LOWES COS INC

4.43%

Shares8.8K

Event2026-03-31

Filed2026-05-14

GOLDMAN SACHS GROUP INC

3.64%

Shares2.4K

Event2026-03-31

Filed2026-05-14

EEMA

ISHARES INC

-64.86%

Shares20.0K

Event2026-03-31

Filed2026-05-14

UBER

UBER TECHNOLOGIES INC

4.43%

Shares26.6K

Event2026-03-31

Filed2026-05-14

IYW

ISHARES TR

-0.73%

Shares10.4K

Event2026-03-31

Filed2026-05-14

PSTG

EVERPURE INC

-3.33%

Shares31.8K

Event2026-03-31

Filed2026-05-14

BOEING CO

-0.58%

Shares9.4K

Event2026-03-31

Filed2026-05-14

AT&T INC

9.29%

Shares64.3K

Event2026-03-31

Filed2026-05-14

DIS

DISNEY WALT CO

0.84%

Shares19.3K

Event2026-03-31

Filed2026-05-14

FCFS

FIRSTCASH HOLDINGS INC

1.26%

Shares9.8K

Event2026-03-31

Filed2026-05-14

IEMG

ISHARES INC

101.72%

Shares26.5K

Event2026-03-31

Filed2026-05-14

MYI

BLACKROCK MUNIYIELD QUALITY

0.26%

Shares174.4K

Event2026-03-31

Filed2026-05-14

RSPH

INVESCO EXCHANGE TRADED FD T

0.01%

Shares60.6K

Event2026-03-31

Filed2026-05-14

DOMINION ENERGY INC

18.33%

Shares28.8K

Event2026-03-31

Filed2026-05-14

SHEL

SHELL PLC

4.83%

Shares18.8K

Event2026-03-31

Filed2026-05-14

DNA

GINKGO BIOWORKS HOLDINGS INC

0.00%

Shares276.8K

Event2026-03-31

Filed2026-05-14

LPLA

LPL FINL HLDGS INC

1.83%

Shares5.6K

Event2026-03-31

Filed2026-05-14

SNA

SNAP ON INC

2.28%

Shares4.6K

Event2026-03-31

Filed2026-05-14

SOLV

SOLVENTUM CORP

0.94%

Shares25.1K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

21.78%

Shares2.5K

Event2026-03-31

Filed2026-05-14

STARZ ENTERTAINMENT CORP.

3.16%

Shares140.5K

Event2026-03-31

Filed2026-05-14

MODL

VICTORY PORTFOLIOS II

0.73%

Shares36.1K

Event2026-03-31

Filed2026-05-14

XLI

SELECT SECTOR SPDR TR

-2.21%

Shares9.9K

Event2026-03-31

Filed2026-05-14

CASY

CASEYS GEN STORES INC

-1.44%

Shares2.2K

Event2026-03-31

Filed2026-05-14

MSI

MOTOROLA SOLUTIONS INC

3.01%

Shares3.7K

Event2026-03-31

Filed2026-05-14

TRANE TECHNOLOGIES PLC

-0.98%

Shares3.8K

Event2026-03-31

Filed2026-05-14

CURTISS WRIGHT CORP

New

Shares2.3K

Event2026-03-31

Filed2026-05-14

SPYV

SPDR SERIES TRUST

13.92%

Shares26.7K

Event2026-03-31

Filed2026-05-14

CME

CME GROUP INC

1.71%

Shares5.1K

Event2026-03-31

Filed2026-05-14

ADP

AUTOMATIC DATA PROCESSING IN

2.47%

Shares7.4K

Event2026-03-31

Filed2026-05-14

RSG

REPUBLIC SVCS INC

-0.41%

Shares6.8K

Event2026-03-31

Filed2026-05-14

GLW

CORNING INC

-0.03%

Shares10.5K

Event2026-03-31

Filed2026-05-14

WEC ENERGY GROUP INC

9.05%

Shares12.3K

Event2026-03-31

Filed2026-05-14

GSC

GOLDMAN SACHS ETF TR

-4.04%

Shares25.9K

Event2026-03-31

Filed2026-05-14

INGR

INGREDION INC

41.03%

Shares12.3K

Event2026-03-31

Filed2026-05-14

CAT

CATERPILLAR INC

6.93%

Shares1.9K

Event2026-03-31

Filed2026-05-14

FDS

FACTSET RESH SYS INC

-9.66%

Shares6.3K

Event2026-03-31

Filed2026-05-14

CTVA

CORTEVA INC

-0.76%

Shares16.4K

Event2026-03-31

Filed2026-05-14

IWF

ISHARES TR

-0.80%

Shares3.1K

Event2026-03-31

Filed2026-05-14

TRV

TRAVELERS COMPANIES INC

5.99%

Shares4.5K

Event2026-03-31

Filed2026-05-14

ATO

ATMOS ENERGY CORP

-0.30%

Shares7.1K

Event2026-03-31

Filed2026-05-14

ELV

ELEVANCE HEALTH INC FORMERLY

3.26%

Shares4.4K

Event2026-03-31

Filed2026-05-14

SHY

ISHARES TR

0.01%

Shares15.6K

Event2026-03-31

Filed2026-05-14

VBR

VANGUARD INDEX FDS

6.50%

Shares5.9K

Event2026-03-31

Filed2026-05-14

PRAXIS PRECISION MEDICINES I

-5.97%

Shares3.9K

Event2026-03-31

Filed2026-05-14

CONSOLIDATED EDISON INC

1.60%

Shares11.0K

Event2026-03-31

Filed2026-05-14

PLTR

PALANTIR TECHNOLOGIES INC

20.90%

Shares8.5K

Event2026-03-31

Filed2026-05-14

GEN DIGITAL INC

7.19%

Shares65.8K

Event2026-03-31

Filed2026-05-14

FLMI

FRANKLIN TEMPLETON ETF TR

26.00%

Shares49.6K

Event2026-03-31

Filed2026-05-14

REGN

REGENERON PHARMACEUTICALS

New

Shares1.5K

Event2026-03-31

Filed2026-05-14

PSX

PHILLIPS 66

7.37%

Shares6.3K

Event2026-03-31

Filed2026-05-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

10.15%

Shares3.4K

Event2026-03-31

Filed2026-05-14

ORCL

ORACLE CORP

-8.23%

Shares7.8K

Event2026-03-31

Filed2026-05-14

AMP

AMERIPRISE FINL INC

-26.23%

Shares2.6K

Event2026-03-31

Filed2026-05-14

FDX

FEDEX CORP

0.03%

Shares3.2K

Event2026-03-31

Filed2026-05-14

LHX

L3HARRIS TECHNOLOGIES INC

0.56%

Shares3.2K

Event2026-03-31

Filed2026-05-14

USRT

ISHARES TR

11.46%

Shares18.2K

Event2026-03-31

Filed2026-05-14

VBK

VANGUARD INDEX FDS

New

Shares3.6K

Event2026-03-31

Filed2026-05-14

SCHO

SCHWAB STRATEGIC TR

26.40%

Shares42.6K

Event2026-03-31

Filed2026-05-14

VGT

VANGUARD WORLD FD

-1.33%

Shares1.5K

Event2026-03-31

Filed2026-05-14

ECL

ECOLAB INC

New

Shares3.9K

Event2026-03-31

Filed2026-05-14

VXF

VANGUARD INDEX FDS

-4.45%

Shares4.8K

Event2026-03-31

Filed2026-05-14

VIG

VANGUARD SPECIALIZED FUNDS

6.30%

Shares4.6K

Event2026-03-31

Filed2026-05-14

O-I GLASS INC

-2.59%

Shares93.5K

Event2026-03-31

Filed2026-05-14

SYK

STRYKER CORPORATION

-2.61%

Shares3.0K

Event2026-03-31

Filed2026-05-14

IAUI

NEOS ETF TRUST

30.83%

Shares17.1K

Event2026-03-31

Filed2026-05-14

IBIT

ISHARES BITCOIN TRUST ETF

21.90%

Shares25.0K

Event2026-03-31

Filed2026-05-14

CIEN

CIENA CORP

0.28%

Shares2.5K

Event2026-03-31

Filed2026-05-14

AJG

GALLAGHER ARTHUR J & CO

-20.30%

Shares4.4K

Event2026-03-31

Filed2026-05-14

WSO

WATSCO INC

1.55%

Shares2.6K

Event2026-03-31

Filed2026-05-14

PLD

PROLOGIS INC.

6.91%

Shares7.1K

Event2026-03-31

Filed2026-05-14

HALO

HALOZYME THERAPEUTICS INC

-1.06%

Shares14.5K

Event2026-03-31

Filed2026-05-14

UPST

UPSTART HLDGS INC

-5.31%

Shares35.7K

Event2026-03-31

Filed2026-05-14

MDY

STATE STR SPDR S&P MIDCAP 40

0.13%

Shares1.5K

Event2026-03-31

Filed2026-05-14

ENB

ENBRIDGE INC

-1.33%

Shares16.8K

Event2026-03-31

Filed2026-05-14

WASTE MGMT INC DEL

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-14

YUM

YUM BRANDS INC

-7.20%

Shares5.7K

Event2026-03-31

Filed2026-05-14

CITIGROUP INC

-12.83%

Shares7.7K

Event2026-03-31

Filed2026-05-14

SHW

SHERWIN WILLIAMS CO

4.37%

Shares2.7K

Event2026-03-31

Filed2026-05-14

EQIX

EQUINIX INC

0.46%

Shares874

Event2026-03-31

Filed2026-05-14

IVW

ISHARES TR

1.40%

Shares7.5K

Event2026-03-31

Filed2026-05-14

EOG

EOG RES INC

-3.48%

Shares5.9K

Event2026-03-31

Filed2026-05-14

GEV

GE VERNOVA INC

1.04%

Shares969

Event2026-03-31

Filed2026-05-14

MDLZ

MONDELEZ INTL INC

13.87%

Shares14.5K

Event2026-03-31

Filed2026-05-14

ACCENTURE PLC IRELAND

18.06%

Shares4.2K

Event2026-03-31

Filed2026-05-14

NDAQ

NASDAQ INC

2.28%

Shares9.8K

Event2026-03-31

Filed2026-05-14

COP

CONOCOPHILLIPS

-2.46%

Shares6.2K

Event2026-03-31

Filed2026-05-14

LONZ

PIMCO ETF TR

27.31%

Shares16.3K

Event2026-03-31

Filed2026-05-14

GDX

VANECK ETF TRUST

28.34%

Shares8.7K

Event2026-03-31

Filed2026-05-14

SEAGATE TECHNOLOGY HLDNGS PL

1.29%

Shares2.0K

Event2026-03-31

Filed2026-05-14

VRSK

VERISK ANALYTICS INC

51.00%

Shares4.2K

Event2026-03-31

Filed2026-05-14

TSCO

TRACTOR SUPPLY CO

-1.54%

Shares17.2K

Event2026-03-31

Filed2026-05-14

ARISTA NETWORKS INC

New

Shares6.3K

Event2026-03-31

Filed2026-05-14

ACWX

ISHARES TR

22.43%

Shares11.1K

Event2026-03-31

Filed2026-05-14

BLACKROCK INC

-4.74%

Shares783

Event2026-03-31

Filed2026-05-14

DFIV

DIMENSIONAL ETF TRUST

16.34%

Shares14.2K

Event2026-03-31

Filed2026-05-14

GENERAL DYNAMICS CORP

0.09%

Shares2.2K

Event2026-03-31

Filed2026-05-14

PEG

PUBLIC SVC ENTERPRISE GROUP

-1.00%

Shares9.2K

Event2026-03-31

Filed2026-05-14

ITW

ILLINOIS TOOL WKS INC

-22.28%

Shares2.8K

Event2026-03-31

Filed2026-05-14

IYJ

ISHARES TR

-3.57%

Shares4.9K

Event2026-03-31

Filed2026-05-14

AGI

ALAMOS GOLD INC

-3.25%

Shares16.4K

Event2026-03-31

Filed2026-05-14

FLGV

FRANKLIN TEMPLETON ETF TR

New

Shares35.3K

Event2026-03-31

Filed2026-05-14

MPC

MARATHON PETE CORP

1.90%

Shares2.9K

Event2026-03-31

Filed2026-05-14

AWK

AMERICAN WTR WKS CO INC NEW

-1.63%

Shares5.3K

Event2026-03-31

Filed2026-05-14

UTF

COHEN & STEERS INFRASTRUCTUR

0.02%

Shares27.6K

Event2026-03-31

Filed2026-05-14

MORGAN STANLEY

3.97%

Shares4.3K

Event2026-03-31

Filed2026-05-14

FAST

FASTENAL CO

-24.03%

Shares15.1K

Event2026-03-31

Filed2026-05-14

SPTS

SPDR SERIES TRUST

-21.90%

Shares23.8K

Event2026-03-31

Filed2026-05-14

VONV

VANGUARD SCOTTSDALE FDS

-4.68%

Shares7.4K

Event2026-03-31

Filed2026-05-14

EQX

EQUINOX GOLD CORP

0.00%

Shares47.7K

Event2026-03-31

Filed2026-05-14

MMC

MARSH & MCLENNAN COS INC

2.47%

Shares3.9K

Event2026-03-31

Filed2026-05-14

WRB

BERKLEY W R CORP

0.04%

Shares10.3K

Event2026-03-31

Filed2026-05-14

PARKER-HANNIFIN CORP

-4.18%

Shares756

Event2026-03-31

Filed2026-05-14

WFC

WELLS FARGO & CO

3.68%

Shares8.5K

Event2026-03-31

Filed2026-05-14

THOMSON REUTERS CORP

20.81%

Shares7.5K

Event2026-03-31

Filed2026-05-14

URGN

UROGEN PHARMA LTD

0.00%

Shares37.0K

Event2026-03-31

Filed2026-05-14

EMR

EMERSON ELEC CO

-0.90%

Shares5.1K

Event2026-03-31

Filed2026-05-14

BNDI

NEOS ETF TRUST

-3.13%

Shares14.0K

Event2026-03-31

Filed2026-05-14

INTC

INTEL CORP

-11.04%

Shares14.7K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

-3.06%

Shares2.5K

Event2026-03-31

Filed2026-05-14

BROADRIDGE FINL SOLUTIONS IN

-0.58%

Shares4.0K

Event2026-03-31

Filed2026-05-14

CTAS

CINTAS CORP

-1.27%

Shares3.8K

Event2026-03-31

Filed2026-05-14

SCMB

SCHWAB STRATEGIC TR

0.08%

Shares25.3K

Event2026-03-31

Filed2026-05-14

PREF

PRINCIPAL EXCHANGE TRADED FD

12.00%

Shares34.2K

Event2026-03-31

Filed2026-05-14

JAAA

JANUS DETROIT STR TR

New

Shares12.7K

Event2026-03-31

Filed2026-05-14

SKILLZ INC

0.00%

Shares247.0K

Event2026-03-31

Filed2026-05-14

TDG

TRANSDIGM GROUP INC

-12.24%

Shares552

Event2026-03-31

Filed2026-05-14

BARRICK MNG CORP

-1.25%

Shares15.6K

Event2026-03-31

Filed2026-05-14

IGHG

PROSHARES TR

-2.58%

Shares8.2K

Event2026-03-31

Filed2026-05-14

STERIS PLC

-0.17%

Shares2.9K

Event2026-03-31

Filed2026-05-14

KLAC

KLA CORP

-14.89%

Shares423

Event2026-03-31

Filed2026-05-14

SMTH

ALPS ETF TR

0.16%

Shares24.0K

Event2026-03-31

Filed2026-05-14

PAYX

PAYCHEX INC

36.80%

Shares6.6K

Event2026-03-31

Filed2026-05-14

IWD

ISHARES TR

-20.63%

Shares2.9K

Event2026-03-31

Filed2026-05-14

GRAYSCALE BITCOIN MINI TR ET

-8.45%

Shares19.8K

Event2026-03-31

Filed2026-05-14

UNH

UNITEDHEALTH GROUP INC

6.02%

Shares2.2K

Event2026-03-31

Filed2026-05-14

AOR

ISHARES TR

-38.40%

Shares9.1K

Event2026-03-31

Filed2026-05-14

WELL

WELLTOWER INC

-69.27%

Shares2.9K

Event2026-03-31

Filed2026-05-14

IYH

ISHARES TR

-14.87%

Shares9.4K

Event2026-03-31

Filed2026-05-14

TER

TERADYNE INC

-0.87%

Shares1.9K

Event2026-03-31

Filed2026-05-14

IYK

ISHARES TR

-0.85%

Shares8.0K

Event2026-03-31

Filed2026-05-14

LQDH

ISHARES U S ETF TR

-10.21%

Shares6.1K

Event2026-03-31

Filed2026-05-14

NSC

NORFOLK SOUTHN CORP

-1.12%

Shares1.9K

Event2026-03-31

Filed2026-05-14

HSY

HERSHEY CO

5.73%

Shares2.6K

Event2026-03-31

Filed2026-05-14

ZTS

ZOETIS INC

29.62%

Shares4.6K

Event2026-03-31

Filed2026-05-14

MUB

ISHARES TR

21.99%

Shares5.0K

Event2026-03-31

Filed2026-05-14

MPWR

MONOLITHIC PWR SYS INC

0.41%

Shares488

Event2026-03-31

Filed2026-05-14

HDV

ISHARES TR

-4.33%

Shares3.9K

Event2026-03-31

Filed2026-05-14

JKHY

HENRY JACK & ASSOC INC

-2.05%

Shares3.3K

Event2026-03-31

Filed2026-05-14

CNTA

CENTESSA PHARMACEUTICALS PLC

-6.63%

Shares13.1K

Event2026-03-31

Filed2026-05-14

PGR

PROGRESSIVE CORP

-2.68%

Shares2.6K

Event2026-03-31

Filed2026-05-14

BSCQ

INVESCO EXCH TRD SLF IDX FD

0.31%

Shares26.5K

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

5.00%

Shares8.0K

Event2026-03-31

Filed2026-05-14

CGBL

CAPITAL GROUP CORE BALANCED

121.75%

Shares14.9K

Event2026-03-31

Filed2026-05-14

IVE

ISHARES TR

28.78%

Shares2.4K

Event2026-03-31

Filed2026-05-14

CVS

CVS HEALTH CORP

-3.78%

Shares7.0K

Event2026-03-31

Filed2026-05-14

BAR

GRANITESHARES GOLD TR

-0.51%

Shares10.9K

Event2026-03-31

Filed2026-05-14

RBRK

RUBRIK INC.

-7.73%

Shares10.1K

Event2026-03-31

Filed2026-05-14

DHR

DANAHER CORP DEL

5.43%

Shares2.6K

Event2026-03-31

Filed2026-05-14

SCHV

SCHWAB STRATEGIC TR

-0.56%

Shares16.0K

Event2026-03-31

Filed2026-05-14

IYM

ISHARES TR

-0.14%

Shares2.8K

Event2026-03-31

Filed2026-05-14

ALTRIA GROUP INC

-0.53%

Shares7.3K

Event2026-03-31

Filed2026-05-14

ANGLOGOLD ASHANTI PLC

-2.47%

Shares4.9K

Event2026-03-31

Filed2026-05-14

IWB

ISHARES TR

-50.99%

Shares1.3K

Event2026-03-31

Filed2026-05-14

CAH

CARDINAL HEALTH INC

1.64%

Shares2.2K

Event2026-03-31

Filed2026-05-14

IWS

ISHARES TR

0.28%

Shares3.2K

Event2026-03-31

Filed2026-05-14

ICLN

ISHARES TR

-1.46%

Shares25.5K

Event2026-03-31

Filed2026-05-14

ARMN

ARIS MINING CORPORATION

0.00%

Shares25.0K

Event2026-03-31

Filed2026-05-14

HAL

HALLIBURTON CO

2.74%

Shares11.8K

Event2026-03-31

Filed2026-05-14

USB

US BANCORP

5.87%

Shares8.7K

Event2026-03-31

Filed2026-05-14

NFG

NATIONAL FUEL GAS CO

-0.52%

Shares4.8K

Event2026-03-31

Filed2026-05-14

IWM

ISHARES TR

0.78%

Shares1.8K

Event2026-03-31

Filed2026-05-14

SPRY

ARS PHARMACEUTICALS INC

3.53%

Shares55.7K

Event2026-03-31

Filed2026-05-14

MKC

MCCORMICK & CO INC

2.57%

Shares8.8K

Event2026-03-31

Filed2026-05-14

WTRG

ESSENTIAL UTILS INC

0.80%

Shares10.9K

Event2026-03-31

Filed2026-05-14

GRUPO TELEVISA S A B

0.00%

Shares151.1K

Event2026-03-31

Filed2026-05-14

AEM

AGNICO EAGLE MINES LTD

-5.96%

Shares2.2K

Event2026-03-31

Filed2026-05-14

COPX

GLOBAL X FDS

64.66%

Shares5.7K

Event2026-03-31

Filed2026-05-14

BANK NEW YORK MELLON CORP

11.69%

Shares3.6K

Event2026-03-31

Filed2026-05-14

CMCSA

COMCAST CORP NEW

-28.42%

Shares14.7K

Event2026-03-31

Filed2026-05-14

ISRG

INTUITIVE SURGICAL INC

-0.11%

Shares904

Event2026-03-31

Filed2026-05-14

FTEC

FIDELITY COVINGTON TRUST

-13.47%

Shares2.0K

Event2026-03-31

Filed2026-05-14

FELG

FIDELITY COVINGTON TRUST

0.09%

Shares10.8K

Event2026-03-31

Filed2026-05-14

UYG

PROSHARES TR

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-14

LABCORP HOLDINGS INC

-12.25%

Shares1.5K

Event2026-03-31

Filed2026-05-14

DEERE & CO

16.11%

Shares699

Event2026-03-31

Filed2026-05-14

INTERNATIONAL PAPER CO

0.27%

Shares11.0K

Event2026-03-31

Filed2026-05-14

PZA

INVESCO EXCH TRADED FD TR II

New

Shares17.0K

Event2026-03-31

Filed2026-05-14

SCHM

SCHWAB STRATEGIC TR

12.76%

Shares12.6K

Event2026-03-31

Filed2026-05-14

EPD

ENTERPRISE PRODS PARTNERS L

0.32%

Shares10.3K

Event2026-03-31

Filed2026-05-14

HWM

HOWMET AEROSPACE INC

13.46%

Shares1.7K

Event2026-03-31

Filed2026-05-14

WDAY

WORKDAY INC

0.58%

Shares3.0K

Event2026-03-31

Filed2026-05-14

AGG

ISHARES TR

-2.10%

Shares3.9K

Event2026-03-31

Filed2026-05-14

VYM

VANGUARD WHITEHALL FDS

-19.45%

Shares2.6K

Event2026-03-31

Filed2026-05-14

EME

EMCOR GROUP INC

-5.93%

Shares508

Event2026-03-31

Filed2026-05-14

SBUX

STARBUCKS CORP

14.93%

Shares4.2K

Event2026-03-31

Filed2026-05-14

ITA

ISHARES TR

8.85%

Shares1.7K

Event2026-03-31

Filed2026-05-14

DVY

ISHARES TR

3.53%

Shares2.4K

Event2026-03-31

Filed2026-05-14

LINDE PLC

33.58%

Shares732

Event2026-03-31

Filed2026-05-14

QUAL

ISHARES TR

62.95%

Shares1.9K

Event2026-03-31

Filed2026-05-14

HEI

HEICO CORP NEW

2.41%

Shares1.3K

Event2026-03-31

Filed2026-05-14

DIA

STATE STR SPDR DOW JONES IND

4.31%

Shares750

Event2026-03-31

Filed2026-05-14

WWD

WOODWARD INC

-6.05%

Shares962

Event2026-03-31

Filed2026-05-14

NEA

NUVEEN AMT FREE QLTY MUN INC

-7.07%

Shares30.5K

Event2026-03-31

Filed2026-05-14

CSX

CSX CORP

-1.67%

Shares8.3K

Event2026-03-31

Filed2026-05-14

NVO

NOVO-NORDISK A S

New

Shares9.3K

Event2026-03-31

Filed2026-05-14

NOBL

PROSHARES TR

-1.44%

Shares3.2K

Event2026-03-31

Filed2026-05-14

AFL

AFLAC INC

2.93%

Shares3.1K

Event2026-03-31

Filed2026-05-14

IRM

IRON MTN INC DEL

2.01%

Shares3.3K

Event2026-03-31

Filed2026-05-14

BSMR

INVESCO EXCH TRD SLF IDX FD

24.02%

Shares14.2K

Event2026-03-31

Filed2026-05-14

FLJP

FRANKLIN TEMPLETON ETF TR

0.00%

Shares9.3K

Event2026-03-31

Filed2026-05-14

ALNY

ALNYLAM PHARMACEUTICALS INC

-5.82%

Shares987

Event2026-03-31

Filed2026-05-14

XSD

SPDR SERIES TRUST

-2.94%

Shares991

Event2026-03-31

Filed2026-05-14

BSMS

INVESCO EXCH TRD SLF IDX FD

32.28%

Shares13.8K

Event2026-03-31

Filed2026-05-14

SCHR

SCHWAB STRATEGIC TR

3.73%

Shares12.9K

Event2026-03-31

Filed2026-05-14

LITE

LUMENTUM HLDGS INC

New

Shares456

Event2026-03-31

Filed2026-05-14

JSI

JANUS DETROIT STR TR

New

Shares6.2K

Event2026-03-31

Filed2026-05-14

LDOS

LEIDOS HOLDINGS INC

-1.45%

Shares2.0K

Event2026-03-31

Filed2026-05-14

AEP

AMERICAN ELEC PWR CO INC

-4.82%

Shares2.4K

Event2026-03-31

Filed2026-05-14

JMBS

JANUS DETROIT STR TR

-59.24%

Shares6.9K

Event2026-03-31

Filed2026-05-14

VHT

VANGUARD WORLD FD

0.09%

Shares1.1K

Event2026-03-31

Filed2026-05-14

IJT

ISHARES TR

New

Shares2.1K

Event2026-03-31

Filed2026-05-14

GLOW

VICTORY PORTFOLIOS II

-9.48%

Shares10.1K

Event2026-03-31

Filed2026-05-14

ROK

ROCKWELL AUTOMATION INC

22.88%

Shares827

Event2026-03-31

Filed2026-05-14

TLH

ISHARES TR

-14.15%

Shares2.9K

Event2026-03-31

Filed2026-05-14

OKLO

OKLO INC

2.54%

Shares5.9K

Event2026-03-31

Filed2026-05-14

VRP

INVESCO EXCH TRADED FD TR II

0.30%

Shares12.2K

Event2026-03-31

Filed2026-05-14

RBLX

ROBLOX CORP

-26.88%

Shares5.1K

Event2026-03-31

Filed2026-05-14

ITOT

ISHARES TR

-2.39%

Shares2.0K

Event2026-03-31

Filed2026-05-14

HYEM

VANECK ETF TRUST

0.92%

Shares14.4K

Event2026-03-31

Filed2026-05-14

EVEREST GROUP LTD

3.62%

Shares859

Event2026-03-31

Filed2026-05-14

COMP

COMPASS INC

61.04%

Shares37.4K

Event2026-03-31

Filed2026-05-14

XLE

SELECT SECTOR SPDR TR

New

Shares4.4K

Event2026-03-31

Filed2026-05-14

VIS

VANGUARD WORLD FD

0.00%

Shares865

Event2026-03-31

Filed2026-05-14

VWO

VANGUARD INTL EQUITY INDEX F

2.87%

Shares4.9K

Event2026-03-31

Filed2026-05-14

YUMC

YUM CHINA HLDGS INC

-0.09%

Shares5.5K

Event2026-03-31

Filed2026-05-14

CENCORA INC

6.30%

Shares844

Event2026-03-31

Filed2026-05-14

ROCKET LAB CORP

8.47%

Shares4.1K

Event2026-03-31

Filed2026-05-14

SDY

SPDR SERIES TRUST

-29.37%

Shares1.8K

Event2026-03-31

Filed2026-05-14

ALLIANCEBERNSTEIN HLDG L P

New

Shares6.9K

Event2026-03-31

Filed2026-05-14

MAR

MARRIOTT INTL INC NEW

-18.78%

Shares787

Event2026-03-31

Filed2026-05-14

FDVV

FIDELITY COVINGTON TRUST

0.77%

Shares4.6K

Event2026-03-31

Filed2026-05-14

SPYD

SPDR SERIES TRUST

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-14

ETHA

ISHARES ETHEREUM TR

0.00%

Shares15.6K

Event2026-03-31

Filed2026-05-14

IDEV

ISHARES TR

New

Shares2.9K

Event2026-03-31

Filed2026-05-14

IUSG

ISHARES TR

-3.70%

Shares1.6K

Event2026-03-31

Filed2026-05-14

FIX

COMFORT SYS USA INC

-23.91%

Shares175

Event2026-03-31

Filed2026-05-14

FNV

FRANCO NEV CORP

-6.45%

Shares971

Event2026-03-31

Filed2026-05-14

OKTA

OKTA INC

-5.78%

Shares3.0K

Event2026-03-31

Filed2026-05-14

NEM

NEWMONT CORP

-15.28%

Shares2.2K

Event2026-03-31

Filed2026-05-14

EVERSOURCE ENERGY

-30.25%

Shares3.4K

Event2026-03-31

Filed2026-05-14

CSL

CARLISLE COS INC

New

Shares696

Event2026-03-31

Filed2026-05-14

ACWI

ISHARES TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-14

SMFG

SUMITOMO MITSUI FIN GRP INC

-18.56%

Shares11.4K

Event2026-03-31

Filed2026-05-14

BSMT

INVESCO EXCH TRD SLF IDX FD

New

Shares9.8K

Event2026-03-31

Filed2026-05-14

IDU

ISHARES TR

-1.58%

Shares1.9K

Event2026-03-31

Filed2026-05-14

VEEV

VEEVA SYS INC

24.36%

Shares1.3K

Event2026-03-31

Filed2026-05-14

AHR

AMERICAN HEALTHCARE REIT INC

-1.10%

Shares4.7K

Event2026-03-31

Filed2026-05-14

CARY

ANGEL OAK FUNDS TRUST

0.00%

Shares10.5K

Event2026-03-31

Filed2026-05-14

BP PLC

New

Shares4.6K

Event2026-03-31

Filed2026-05-14

FCX

FREEPORT MCMORAN INC

-42.96%

Shares3.7K

Event2026-03-31

Filed2026-05-14

ROAD

CONSTRUCTION PARTNERS INC

New

Shares1.9K

Event2026-03-31

Filed2026-05-14

SPYM

SPDR SERIES TRUST

-0.29%

Shares2.7K

Event2026-03-31

Filed2026-05-14

STLD

STEEL DYNAMICS INC

New

Shares1.2K

Event2026-03-31

Filed2026-05-14

EXPE

EXPEDIA GROUP INC

-5.55%

Shares902

Event2026-03-31

Filed2026-05-14

SEE

SEALED AIR CORP NEW

1.51%

Shares4.9K

Event2026-03-31

Filed2026-05-14

INSM

INSMED INC

-12.22%

Shares1.3K

Event2026-03-31

Filed2026-05-14

VIK

VIKING HOLDINGS LTD

-12.40%

Shares2.8K

Event2026-03-31

Filed2026-05-14

BIOHAVEN LTD

-3.13%

Shares24.0K

Event2026-03-31

Filed2026-05-14

CLSE

TRUST FOR PROFESSIONAL MANAG

-32.14%

Shares7.2K

Event2026-03-31

Filed2026-05-14

TXT

TEXTRON INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-14

ESGV

VANGUARD WORLD FD

-3.74%

Shares1.8K

Event2026-03-31

Filed2026-05-14

LULU

LULULEMON ATHLETICA INC

New

Shares1.3K

Event2026-03-31

Filed2026-05-14

MUFG

MITSUBISHI UFJ FINANCIAL GRO

-14.53%

Shares11.7K

Event2026-03-31

Filed2026-05-14

PDBC

INVESCO ACTVELY MNGD ETC FD

-2.34%

Shares10.4K

Event2026-03-31

Filed2026-05-14

RVT

ROYCE SMALL CAP TRUST INC

0.00%

Shares10.7K

Event2026-03-31

Filed2026-05-14

RIVN

RIVIAN AUTOMOTIVE INC

New

Shares11.5K

Event2026-03-31

Filed2026-05-14

FORD MTR CO

-1.32%

Shares14.8K

Event2026-03-31

Filed2026-05-14

PGX

INVESCO EXCH TRADED FD TR II

1.56%

Shares14.3K

Event2026-03-31

Filed2026-05-14

ABRDN GLOBAL PREMIER PPTYS F

New

Shares14.0K

Event2026-03-31

Filed2026-05-14

RDW

REDWIRE CORPORATION

New

Shares15.0K

Event2026-03-31

Filed2026-05-14

SSSS

SURO CAPITAL CORP

0.00%

Shares11.3K

Event2026-03-31

Filed2026-05-14

RITM

RITHM CAPITAL CORP

4.30%

Shares12.7K

Event2026-03-31

Filed2026-05-14

HLMN

HILLMAN SOLUTIONS CORP

0.52%

Shares13.2K

Event2026-03-31

Filed2026-05-14

ANNX

ANNEXON INC

0.00%

Shares17.0K

Event2026-03-31

Filed2026-05-14

CITROTECH INC

-18.75%

Shares10.8K

Event2026-03-31

Filed2026-05-14

CXM

SPRINKLR INC

13.86%

Shares12.2K

Event2026-03-31

Filed2026-05-14

NNOX

NANO X IMAGING LTD

0.00%

Shares28.0K

Event2026-03-31

Filed2026-05-14

ALLO

ALLOGENE THERAPEUTICS INC

0.00%

Shares21.8K

Event2026-03-31

Filed2026-05-14

TMC

TMC THE METALS COMPANY INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-14

AUTHID INC

0.00%

Shares19.8K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

ETOR Put PutETORO GROUP LTD112.5K shares0.00%2026-03-312026-05-14

ETOR Put

ETORO GROUP LTD

0.00%

Shares112.5K

Event2026-03-31

Filed2026-05-14