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The Analysis of Compound Planning, Inc.'s Holdings & P&L

Currently, Compound Planning, Inc. holds 1198 types of securities in its portfolio with a total value $3.2B. In the most recent quarter, they have increased their positions in MUB (+73.2K shares, valued at $7.8M), IWY (+21.5K shares, valued at $5.3M), IWF (+12.5K shares, valued at $5.3M); decreased their positions in N/A (-56.4K shares, valued at $33.7M), VO (-28.7K shares, valued at $8.2M), VEA (-125.5K shares, valued at $8.0M); initiated new positions in N/A (+18.6K shares, valued at $3.7M), CORO (+51.3K shares, valued at $1.6M), BCS (+75.7K shares, valued at $1.6M).

1M P&L

+53.3M+1.70%

3M P&L

-144.3M-4.32%

HY P&L

-36.2M-1.12%

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/A1.6B

54.4%

2Consumer Electronics130.7M

4.3%

3Semiconductors106.5M

3.5%

Top Industries by Stock Count

1N/A421 stocks

37.3%

2Software - Application35 stocks

3.1%

3Banks - Regional32 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC468.4K shares-0.30%2026-03-312026-05-14

IVV ISHARES TR144.5K shares3.77%2026-03-312026-05-14

INTF ISHARES TR1.9M shares-3.46%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS1.1M shares-10.33%2026-03-312026-05-14

ALPHABET INC ALPHABET INC219.8K shares-8.03%2026-03-312026-05-14

NVDA NVIDIA CORPORATION346.5K shares-3.51%2026-03-312026-05-14

SCHV SCHWAB STRATEGIC TR2.0M shares-5.68%2026-03-312026-05-14

SCHG SCHWAB STRATEGIC TR2.0M shares-3.48%2026-03-312026-05-14

Sponsored

LRGF ISHARES TR778.1K shares-2.43%2026-03-312026-05-14

BND VANGUARD BD INDEX FDS671.5K shares-12.20%2026-03-312026-05-14

AMZN AMAZON COM INC218.1K shares-6.78%2026-03-312026-05-14

ALPHABET INC ALPHABET INC156.9K shares1.15%2026-03-312026-05-14

COIN COINBASE GLOBAL INC247.0K shares-8.33%2026-03-312026-05-14

MSFT MICROSOFT CORP116.0K shares-5.72%2026-03-312026-05-14

BROADCOM INC BROADCOM INC133.3K shares5.36%2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F743.0K shares-10.67%2026-03-312026-05-14

Sponsored

META META PLATFORMS INC69.1K shares-4.77%2026-03-312026-05-14

VUG VANGUARD INDEX FDS88.1K shares15.77%2026-03-312026-05-14

VB VANGUARD INDEX FDS137.1K shares-11.44%2026-03-312026-05-14

NFLT ETFIS SER TR I1.5M shares-10.66%2026-03-312026-05-14

HOOD ROBINHOOD MKTS INC478.5K shares-11.67%2026-03-312026-05-14

VTV VANGUARD INDEX FDS153.1K shares19.83%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL62.2K shares-1.48%2026-03-312026-05-14

AGG ISHARES TR299.1K shares10.12%2026-03-312026-05-14

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AVEM AMERICAN CENTY ETF TR368.3K shares-0.27%2026-03-312026-05-14

IUSB ISHARES TR633.5K shares10.36%2026-03-312026-05-14

IYW ISHARES TR138.9K shares3.92%2026-03-312026-05-14

BINC BLACKROCK ETF TRUST II483.5K shares-16.48%2026-03-312026-05-14

VTI VANGUARD INDEX FDS76.9K shares-4.51%2026-03-312026-05-14

IEFA ISHARES TR247.1K shares17.92%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO75.8K shares-5.04%2026-03-312026-05-14

CSRE COHEN & STEERS ETF TRUST774.0K shares28.67%2026-03-312026-05-14

Sponsored

IFRA ISHARES TR331.8K shares-1.70%2026-03-312026-05-14

FIG FIGMA INC879.2K shares-3.53%2026-03-312026-05-14

XOM EXXON MOBIL CORP103.8K shares41.22%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T26.6K shares5.82%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR29.9K shares5.70%2026-03-312026-05-14

THLV THOR FINL TECHNOLOGIES TR530.4K shares-0.59%2026-03-312026-05-14

SCHF SCHWAB STRATEGIC TR681.8K shares-4.51%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS28.1K shares-66.74%2026-03-312026-05-14

Sponsored

SCHB SCHWAB STRATEGIC TR658.3K shares0.10%2026-03-312026-05-14

IWF ISHARES TR38.2K shares48.53%2026-03-312026-05-14

COWZ PACER FDS TR256.7K shares-11.54%2026-03-312026-05-14

TSLA TESLA INC43.1K shares-15.04%2026-03-312026-05-14

VTEB VANGUARD MUN BD FDS311.8K shares-15.08%2026-03-312026-05-14

SYLD CAMBRIA ETF TR201.4K shares-27.51%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON61.4K shares3.66%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC43.8K shares0.70%2026-03-312026-05-14

Sponsored

MUB ISHARES TR133.4K shares121.83%2026-03-312026-05-14

AVUV AMERICAN CENTY ETF TR120.3K shares30.56%2026-03-312026-05-14

VBR VANGUARD INDEX FDS60.6K shares6.21%2026-03-312026-05-14

CAT CATERPILLAR INC18.0K shares-0.74%2026-03-312026-05-14

DMBS DOUBLELINE ETF TRUST239.5K shares-12.25%2026-03-312026-05-14

HGER HARBOR ETF TRUST380.0K shares1.84%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION11.8K shares20.87%2026-03-312026-05-14

VBK VANGUARD INDEX FDS37.9K shares11.19%2026-03-312026-05-14

Sponsored

IJR ISHARES TR91.0K shares6.10%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC93.6K shares48.66%2026-03-312026-05-14

CTA SIMPLIFY EXCHANGE TRADED FUN371.6K shares0.12%2026-03-312026-05-14

WMT WALMART INC89.8K shares0.01%2026-03-312026-05-14

PLTR PALANTIR TECHNOLOGIES INC72.9K shares-14.51%2026-03-312026-05-14

ISHARES GOLD TR ISHARES GOLD TR120.1K shares-6.44%2026-03-312026-05-14

IWM ISHARES TR42.5K shares-1.86%2026-03-312026-05-14

DFIV DIMENSIONAL ETF TRUST193.4K shares5.25%2026-03-312026-05-14

Sponsored

DFUV DIMENSIONAL ETF TRUST208.3K shares12.30%2026-03-312026-05-14

DYFI ETF OPPORTUNITIES TRUST426.9K shares-9.72%2026-03-312026-05-14

ABBV ABBVIE INC43.6K shares-1.67%2026-03-312026-05-14

MINT PIMCO ETF TR93.6K shares6.49%2026-03-312026-05-14

CVX CHEVRON CORPORATION45.0K shares7.37%2026-03-312026-05-14

SCHD SCHWAB STRATEGIC TR302.5K shares4.52%2026-03-312026-05-14

LLY ELI LILLY & CO9.9K shares-2.85%2026-03-312026-05-14

IGIB ISHARES TR168.9K shares-25.95%2026-03-312026-05-14

Sponsored

IGSB ISHARES TR164.3K shares-11.05%2026-03-312026-05-14

CSHI NEOS ETF TRUST171.9K shares9.29%2026-03-312026-05-14

USRT ISHARES TR141.7K shares0.43%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS34.2K shares0.01%2026-03-312026-05-14

NFLX NETFLIX INC.83.4K shares-9.02%2026-03-312026-05-14

BNDX VANGUARD CHARLOTTE FDS166.7K shares-7.89%2026-03-312026-05-14

BAC BANK AMERICA CORP163.0K shares-7.51%2026-03-312026-05-14

NEE NEXTERA ENERGY INC85.5K shares0.65%2026-03-312026-05-14

Sponsored

IWB ISHARES TR22.0K shares69.42%2026-03-312026-05-14

BSV VANGUARD BD INDEX FDS99.9K shares35.66%2026-03-312026-05-14

IJT ISHARES TR52.7K shares-2.99%2026-03-312026-05-14

FLOT ISHARES TR148.4K shares6.95%2026-03-312026-05-14

ASML ASML HLDG NV5.3K shares11.34%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC8.2K shares-4.79%2026-03-312026-05-14

CRWV COREWEAVE INC88.1K shares1.18%2026-03-312026-05-14

DLS WISDOMTREE TR83.1K shares-2.64%2026-03-312026-05-14

Sponsored

QUAL ISHARES TR35.2K shares18.66%2026-03-312026-05-14

MA MASTERCARD INCORPORATED13.5K shares-13.69%2026-03-312026-05-14

EFA ISHARES TR69.3K shares-2.25%2026-03-312026-05-14

SPYM SPDR SERIES TRUST86.9K shares144.51%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE22.7K shares-4.52%2026-03-312026-05-14

IEMG ISHARES INC91.9K shares68.09%2026-03-312026-05-14

SGOV ISHARES TR63.6K shares13.50%2026-03-312026-05-14

XLK SELECT SECTOR SPDR TR48.1K shares-2.72%2026-03-312026-05-14

Sponsored

HSBC HSBC HLDGS PLC75.9K shares1.66%2026-03-312026-05-14

V VISA INC20.5K shares-7.21%2026-03-312026-05-14

ITOT ISHARES TR43.1K shares92.90%2026-03-312026-05-14

RTX RTX CORPORATION31.6K shares5.34%2026-03-312026-05-14

AMGN AMGEN INC17.2K shares83.37%2026-03-312026-05-14

USFR WISDOMTREE TR119.5K shares296.70%2026-03-312026-05-14

IEF ISHARES TR61.4K shares-2.97%2026-03-312026-05-14

IWY ISHARES TR23.5K shares1074.66%2026-03-312026-05-14

Sponsored

EMXC ISHARES INC73.7K shares-5.27%2026-03-312026-05-14

LQD ISHARES TR52.2K shares-26.82%2026-03-312026-05-14

CMF ISHARES TR99.9K shares16.89%2026-03-312026-05-14

TLT ISHARES TR65.4K shares-3.57%2026-03-312026-05-14

COP CONOCOPHILLIPS42.0K shares145.55%2026-03-312026-05-14

INTC INTEL CORP125.1K shares-2.20%2026-03-312026-05-14

VV VANGUARD INDEX FDS18.3K shares-1.15%2026-03-312026-05-14

GILD GILEAD SCIENCES INC39.1K shares8.24%2026-03-312026-05-14

Sponsored

PG PROCTER & GAMBLE CO37.5K shares-0.45%2026-03-312026-05-14

MCD MCDONALDS CORP17.1K shares9.23%2026-03-312026-05-14

CSCO CISCO SYS INC67.7K shares2.62%2026-03-312026-05-14

SCHA SCHWAB STRATEGIC TR175.0K shares-6.57%2026-03-312026-05-14

TJX TJX COS INC NEW31.5K shares21.39%2026-03-312026-05-14

MU MICRON TECHNOLOGY INC14.8K shares6.95%2026-03-312026-05-14

BMY BRISTOL-MYERS SQUIBB CO81.5K shares244.82%2026-03-312026-05-14

BK BANK NEW YORK MELLON CORP41.4K shares0.19%2026-03-312026-05-14

Sponsored

KO COCA COLA CO63.6K shares2.98%2026-03-312026-05-14

IBIT ISHARES BITCOIN TRUST ETF125.2K shares16.25%2026-03-312026-05-14

T AT&T INC165.2K shares15.40%2026-03-312026-05-14

BA BOEING CO24.0K shares3.10%2026-03-312026-05-14

SCHC SCHWAB STRATEGIC TR101.7K shares3.21%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC23.3K shares-38.74%2026-03-312026-05-14

NVS NOVARTIS AG30.6K shares13.11%2026-03-312026-05-14

INSM INSMED INC27.9K shares0.76%2026-03-312026-05-14

Sponsored

VIG VANGUARD SPECIALIZED FUNDS20.5K shares-1.01%2026-03-312026-05-14

IWX ISHARES TR47.0K shares466.96%2026-03-312026-05-14

USIG ISHARES TR82.6K shares1.10%2026-03-312026-05-14

AMAT APPLIED MATLS INC12.2K shares13.39%2026-03-312026-05-14

CITIGROUP INC CITIGROUP INC36.3K shares0.02%2026-03-312026-05-14

DIA STATE STR SPDR DOW JONES IND8.8K shares4.07%2026-03-312026-05-14

GLD SPDR GOLD TR9.4K shares0.73%2026-03-312026-05-14

IVE ISHARES TR19.2K shares169.74%2026-03-312026-05-14

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IEI ISHARES TR33.7K shares-3.84%2026-03-312026-05-14

VO VANGUARD INDEX FDS13.3K shares-68.29%2026-03-312026-05-14

SHOP SHOPIFY INC32.2K shares-2.59%2026-03-312026-05-14

ETFS GOLD TR ETFS GOLD TR85.4K shares0.42%2026-03-312026-05-14

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC37.6K shares23.61%2026-03-312026-05-14

DFAT DIMENSIONAL ETF TRUST59.4K shares11.08%2026-03-312026-05-14

LAM RESEARCH CORP LAM RESEARCH CORP17.2K shares9.79%2026-03-312026-05-14

ASTRAZENECA PLC ASTRAZENECA PLC18.6K sharesnew addition2026-03-312026-05-14

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TRT TRIO TECH INTL621.5K shares85.80%2026-03-312026-05-14

MS MORGAN STANLEY21.8K shares-5.37%2026-03-312026-05-14

RY ROYAL BK CDA21.8K shares1.50%2026-03-312026-05-14

VGT VANGUARD WORLD FD5.0K shares0.68%2026-03-312026-05-14

SHEL SHELL PLC37.5K shares-1.57%2026-03-312026-05-14

SHY ISHARES TR41.9K shares-6.94%2026-03-312026-05-14

ABT ABBOTT LABORATORIES32.9K shares-11.85%2026-03-312026-05-14

GEV GE VERNOVA INC3.9K shares7.51%2026-03-312026-05-14

Sponsored

BABA ALIBABA GROUP HLDG LTD26.7K shares-10.56%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC66.5K shares13.86%2026-03-312026-05-14

UBER UBER TECHNOLOGIES INC46.4K shares11.73%2026-03-312026-05-14

VSS VANGUARD INTL EQUITY INDEX F22.8K shares-8.38%2026-03-312026-05-14

PCMM BONDBLOXX ETF TRUST67.3K shares-6.19%2026-03-312026-05-14

KLAC KLA CORP2.2K shares5.47%2026-03-312026-05-14

ALPS ETF TR ALPS ETF TR62.0K shares9.77%2026-03-312026-05-14

WM WASTE MGMT INC DEL14.2K shares11.53%2026-03-312026-05-14

Sponsored

RCL ROYAL CARIBBEAN GROUP11.8K shares6.05%2026-03-312026-05-14

AXP AMERICAN EXPRESS CO10.7K shares8.45%2026-03-312026-05-14

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD191.8K shares-30.09%2026-03-312026-05-14

SPHY SPDR SERIES TRUST136.3K shares-15.79%2026-03-312026-05-14

WFC WELLS FARGO & CO39.3K shares-13.15%2026-03-312026-05-14

MUFG MITSUBISHI UFJ FINANCIAL GRO184.1K shares5.99%2026-03-312026-05-14

FCX FREEPORT MCMORAN INC52.9K shares-0.88%2026-03-312026-05-14

HD HOME DEPOT INC9.4K shares-22.26%2026-03-312026-05-14

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SUB ISHARES TR28.5K shares-3.44%2026-03-312026-05-14

VLO VALERO ENERGY CORP12.2K shares1.59%2026-03-312026-05-14

LINDE PLC LINDE PLC6.1K shares45.91%2026-03-312026-05-14

VNQ VANGUARD INDEX FDS34.0K shares-5.51%2026-03-312026-05-14

BKNG BOOKING HOLDINGS INC709 shares-32.92%2026-03-312026-05-14

ORCL ORACLE CORP20.3K shares-9.93%2026-03-312026-05-14

VRTX VERTEX PHARMACEUTICALS INC6.7K shares1.91%2026-03-312026-05-14

SAN BANCO SANTANDER SA262.5K shares3.70%2026-03-312026-05-14

Sponsored

ISRG INTUITIVE SURGICAL INC6.4K shares-1.00%2026-03-312026-05-14

IVW ISHARES TR25.8K shares439.81%2026-03-312026-05-14

PM PHILIP MORRIS INTL INC17.6K shares-2.50%2026-03-312026-05-14

DYNF BLACKROCK ETF TRUST49.7K shares495.69%2026-03-312026-05-14

ESGU ISHARES TR20.4K shares21.39%2026-03-312026-05-14

DIS DISNEY WALT CO29.9K shares-11.08%2026-03-312026-05-14

RBLX ROBLOX CORP50.7K shares-4.89%2026-03-312026-05-14

ENB ENBRIDGE INC52.5K shares-18.78%2026-03-312026-05-14

Sponsored

MOAT VANECK ETF TRUST29.1K shares-1.75%2026-03-312026-05-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW21.4K shares6.93%2026-03-312026-05-14

PSLV SPROTT ASSET MANAGEMENT LP114.6K shares0.06%2026-03-312026-05-14

LHX L3HARRIS TECHNOLOGIES INC8.1K shares10.45%2026-03-312026-05-14

UNP UNION PAC CORP11.5K shares-5.74%2026-03-312026-05-14

BHP BHP BILLITON LIMITED37.2K shares18.25%2026-03-312026-05-14

BLACKSTONE INC BLACKSTONE INC23.1K shares5.89%2026-03-312026-05-14

EFV ISHARES TR35.5K shares60.22%2026-03-312026-05-14

Sponsored

LMT LOCKHEED MARTIN CORP4.4K shares5.52%2026-03-312026-05-14

TM TOYOTA MOTOR CORP12.6K shares8.70%2026-03-312026-05-14

CRM SALESFORCE INC13.9K shares-22.08%2026-03-312026-05-14

EATON CORP PLC EATON CORP PLC7.2K shares10.71%2026-03-312026-05-14

TMO THERMO FISHER SCIENTIFIC INC5.2K shares-52.88%2026-03-312026-05-14

LYG LLOYDS BANKING GROUP PLC504.5K shares1.17%2026-03-312026-05-14

BIL SPDR SERIES TRUST27.5K shares-35.77%2026-03-312026-05-14

PEP PEPSICO INC16.2K shares22.28%2026-03-312026-05-14

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IWS ISHARES TR17.1K shares739.36%2026-03-312026-05-14

PANW PALO ALTO NETWORKS INC15.3K shares-21.76%2026-03-312026-05-14

SPDW SPDR INDEX SHS FDS53.8K shares-8.52%2026-03-312026-05-14

DE DEERE & CO4.3K shares8.09%2026-03-312026-05-14

BBVA BANCO BILBAO VIZCAYA ARGENTA112.4K shares1.71%2026-03-312026-05-14

SYK STRYKER CORPORATION7.3K shares13.78%2026-03-312026-05-14

PH PARKER-HANNIFIN CORP2.7K shares8.16%2026-03-312026-05-14

EFG ISHARES TR21.5K shares11.60%2026-03-312026-05-14

Sponsored

MBB ISHARES TR25.0K shares22.54%2026-03-312026-05-14

CVS CVS HEALTH CORP33.1K shares-2.52%2026-03-312026-05-14

TD TORONTO DOMINION BK ONT25.4K shares4.77%2026-03-312026-05-14

MCK MCKESSON CORP2.7K shares5.35%2026-03-312026-05-14

IBTG ISHARES TR102.9K shares-3.82%2026-03-312026-05-14

BSJR INVESCO EXCH TRD SLF IDX FD104.7K shares-2.12%2026-03-312026-05-14

FTNT FORTINET INC28.5K shares76.66%2026-03-312026-05-14

PFE PFIZER INC82.8K shares17.29%2026-03-312026-05-14

Sponsored

VTIP VANGUARD MALVERN FDS46.2K shares-3.30%2026-03-312026-05-14

NEM NEWMONT CORP21.2K shares0.57%2026-03-312026-05-14

NYF ISHARES TR42.6K shares19.84%2026-03-312026-05-14

SO SOUTHERN CO23.4K shares-0.69%2026-03-312026-05-14

OKLO OKLO INC45.3K shares0.06%2026-03-312026-05-14

SMFG SUMITOMO MITSUI FIN GRP INC113.6K shares8.02%2026-03-312026-05-14

SHV ISHARES TR20.3K shares-4.20%2026-03-312026-05-14

LITE LUMENTUM HLDGS INC3.2K shares67.50%2026-03-312026-05-14

Sponsored

COF CAPITAL ONE FINL CORP12.0K shares-18.50%2026-03-312026-05-14

UPS UNITED PARCEL SVCS INC22.2K shares10.49%2026-03-312026-05-14

PPG PPG INDS INC20.4K shares3.99%2026-03-312026-05-14

GSK PLC GSK PLC39.0K shares2.66%2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC7.9K shares-18.82%2026-03-312026-05-14

FCAL FIRST TR EXCH TRADED FD III43.7K shares4.11%2026-03-312026-05-14

LOW LOWES COS INC9.0K shares-17.94%2026-03-312026-05-14

SPYV SPDR SERIES TRUST37.2K shares472.80%2026-03-312026-05-14

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DGRO ISHARES TR30.0K shares1.13%2026-03-312026-05-14

SBUX STARBUCKS CORP23.4K shares-21.45%2026-03-312026-05-14

FENI FIDELITY COVINGTON TRUST56.1K shares-5.13%2026-03-312026-05-14

SCHM SCHWAB STRATEGIC TR67.2K shares1.65%2026-03-312026-05-14

AEM AGNICO EAGLE MINES LTD10.2K shares1.84%2026-03-312026-05-14

SPEM SPDR INDEX SHS FDS44.1K shares2.62%2026-03-312026-05-14

RIO RIO TINTO PLC21.8K shares14.28%2026-03-312026-05-14

SONY SONY GROUP CORP98.2K shares-15.71%2026-03-312026-05-14

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ESGD ISHARES TR21.2K shares44.46%2026-03-312026-05-14

BLACKROCK INC BLACKROCK INC2.1K shares-4.95%2026-03-312026-05-14

BTI BRITISH AMERN TOB PLC34.6K shares-1.44%2026-03-312026-05-14

KKR & CO INC KKR & CO INC21.7K shares23.35%2026-03-312026-05-14

ECL ECOLAB INC7.5K shares4.09%2026-03-312026-05-14

NOW SERVICENOW INC19.0K shares31.46%2026-03-312026-05-14

WELL WELLTOWER INC10.0K shares9.82%2026-03-312026-05-14

AFRM AFFIRM HLDGS INC43.1K shares-10.18%2026-03-312026-05-14

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BARRICK MNG CORP BARRICK MNG CORP48.1K shares-1.81%2026-03-312026-05-14

APH AMPHENOL CORP15.4K shares-4.89%2026-03-312026-05-14

HON HONEYWELL INTL INC8.5K shares21.20%2026-03-312026-05-14

KMI KINDER MORGAN INC DEL57.5K shares5.70%2026-03-312026-05-14

SCHW SCHWAB CHARLES CORP20.5K shares-0.77%2026-03-312026-05-14

CL COLGATE PALMOLIVE CO22.4K shares7.20%2026-03-312026-05-14

VWOB VANGUARD WHITEHALL FDS29.1K shares-2.59%2026-03-312026-05-14

ADI ANALOG DEVICES INC5.9K shares19.46%2026-03-312026-05-14

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DRAFTKINGS INC NEW DRAFTKINGS INC NEW86.2K shares42.79%2026-03-312026-05-14

WDC WESTERN DIGITAL CORP6.9K shares13.62%2026-03-312026-05-14

SNDK SANDISK CORP2.9K shares53.39%2026-03-312026-05-14

MCHP MICROCHIP TECHNOLOGY INC.28.7K shares6.48%2026-03-312026-05-14

MO ALTRIA GROUP INC28.1K shares8.94%2026-03-312026-05-14

ETR ENTERGY CORP NEW16.4K shares-0.54%2026-03-312026-05-14

IJH ISHARES TR27.2K shares18.09%2026-03-312026-05-14

APD AIR PRODUCTS AND CHEMICALS I6.3K shares12.82%2026-03-312026-05-14

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IDEV ISHARES TR21.6K shares94.75%2026-03-312026-05-14

ARISTA NETWORKS INC ARISTA NETWORKS INC14.5K shares-17.79%2026-03-312026-05-14

INTU INTUIT4.1K shares-13.02%2026-03-312026-05-14

FDX FEDEX CORP4.9K shares28.66%2026-03-312026-05-14

VXUS VANGUARD STAR FDS22.7K shares81.48%2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR28.3K shares141.96%2026-03-312026-05-14

CMI CUMMINS INC3.2K shares0.89%2026-03-312026-05-14

MFG MIZUHO FINANCIAL GROUP INC214.4K shares7.95%2026-03-312026-05-14

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CIEN CIENA CORP4.4K shares31.50%2026-03-312026-05-14

PLD PROLOGIS INC.12.8K shares22.13%2026-03-312026-05-14

CB CHUBB LTD SWITZ5.2K shares12.48%2026-03-312026-05-14

VYM VANGUARD WHITEHALL FDS11.4K shares-1.76%2026-03-312026-05-14

VALE VALE S A105.9K shares9.58%2026-03-312026-05-14

HWM HOWMET AEROSPACE INC7.3K shares-9.46%2026-03-312026-05-14

TECK TECK RESOURCES LTD32.3K shares0.08%2026-03-312026-05-14

PWZ INVESCO EXCH TRADED FD TR II69.7K shares15.12%2026-03-312026-05-14

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DFAE DIMENSIONAL ETF TRUST49.0K shares157.42%2026-03-312026-05-14

SCZ ISHARES TR21.2K shares72.83%2026-03-312026-05-14

PNC PNC FINL SVCS GROUP INC8.0K shares9.43%2026-03-312026-05-14

CORO BLACKROCK ETF TRUST51.3K sharesnew addition2026-03-312026-05-14

SHW SHERWIN WILLIAMS CO5.1K shares-1.89%2026-03-312026-05-14

ITW ILLINOIS TOOL WKS INC6.2K shares12.50%2026-03-312026-05-14

UBS UBS GROUP AG41.1K shares-1.29%2026-03-312026-05-14

BSJS INVESCO EXCH TRD SLF IDX FD73.9K shares-6.30%2026-03-312026-05-14

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BCS BARCLAYS PLC75.7K sharesnew addition2026-03-312026-05-14

IWO ISHARES TR5.1K shares19.70%2026-03-312026-05-14

PHYS SPROTT ASSET MANAGEMENT LP44.8K shares91.22%2026-03-312026-05-14

TE CONNECTIVITY PLC TE CONNECTIVITY PLC7.6K shares7.74%2026-03-312026-05-14

EQIX EQUINIX INC1.6K shares-2.47%2026-03-312026-05-14

PPA INVESCO EXCHANGE TRADED FD T9.5K shares-2.39%2026-03-312026-05-14

NTES NETEASE COM INC13.9K shares-1.16%2026-03-312026-05-14

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC15.9K shares-8.52%2026-03-312026-05-14

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ACWX ISHARES TR22.6K sharesnew addition2026-03-312026-05-14

IBKR INTERACTIVE BROKERS GROUP IN23.0K shares-7.53%2026-03-312026-05-14

IWP ISHARES TR12.0K shares247.41%2026-03-312026-05-14

UNILEVER PLC UNILEVER PLC27.0K shares-17.03%2026-03-312026-05-14

ING ING GROEP N.V.58.8K shares0.70%2026-03-312026-05-14

SPBO SPDR SERIES TRUST52.6K shares104.58%2026-03-312026-05-14

CME CME GROUP INC5.2K shares-4.79%2026-03-312026-05-14

NOBL PROSHARES TR14.3K shares-0.56%2026-03-312026-05-14

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AFL AFLAC INC13.7K shares0.67%2026-03-312026-05-14

SPMO INVESCO EXCH TRADED FD TR II13.4K shares249.67%2026-03-312026-05-14

WMB WILLIAMS COS INC20.5K shares12.36%2026-03-312026-05-14

PPLT ABRDN PLATINUM ETF TRUST8.4K shares2.57%2026-03-312026-05-14

JPST J P MORGAN EXCHANGE TRADED F29.4K shares-5.35%2026-03-312026-05-14

GLDM WORLD GOLD TR16.0K shares20.84%2026-03-312026-05-14

TXN TEXAS INSTRS INC7.6K shares4.60%2026-03-312026-05-14

SCCO SOUTHERN COPPER CORP8.6K shares-14.09%2026-03-312026-05-14

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SCHR SCHWAB STRATEGIC TR58.8K shares-46.92%2026-03-312026-05-14

VRT VERTIV HOLDINGS CO5.8K shares17.06%2026-03-312026-05-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP4.3K shares-3.21%2026-03-312026-05-14

TPR TAPESTRY INC10.3K shares12.05%2026-03-312026-05-14

DHR DANAHER CORP DEL7.6K shares-19.99%2026-03-312026-05-14

GM GENERAL MTRS CO19.3K shares7.46%2026-03-312026-05-14

APP APPLOVIN CORP3.6K shares12.89%2026-03-312026-05-14

BKR BAKER HUGHES COMPANY23.5K shares5.09%2026-03-312026-05-14

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PWR QUANTA SVCS INC2.6K shares10.79%2026-03-312026-05-14

GLW CORNING INC10.4K shares8.24%2026-03-312026-05-14

AEP AMERICAN ELEC PWR CO INC10.8K shares-2.55%2026-03-312026-05-14

GFI GOLD FIELDS LTD31.1K shares-4.43%2026-03-312026-05-14

VGIT VANGUARD SCOTTSDALE FDS23.7K shares13.82%2026-03-312026-05-14

REGN REGENERON PHARMACEUTICALS1.8K shares8.05%2026-03-312026-05-14

SCHX SCHWAB STRATEGIC TR54.3K shares6.56%2026-03-312026-05-14

WPM WHEATON PRECIOUS METALS CORP10.6K shares6.67%2026-03-312026-05-14

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XBI SPDR SERIES TRUST10.9K shares0.69%2026-03-312026-05-14

EMR EMERSON ELEC CO10.5K shares4.71%2026-03-312026-05-14

SAP SAP SE8.0K shares-29.98%2026-03-312026-05-14

QQQI NEOS ETF TRUST27.6K shares599.92%2026-03-312026-05-14

CM CANADIAN IMPERIAL BANK OF CO14.4K shares4.15%2026-03-312026-05-14

FIX COMFORT SYS USA INC980 shares17.51%2026-03-312026-05-14

NOC NORTHROP GRUMMAN CORP2.0K shares11.81%2026-03-312026-05-14

JCI JOHNSON CONTROLS INTERNATION10.3K shares5.49%2026-03-312026-05-14

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CNQ CANADIAN NAT RES LTD MED TER27.5K shares2.82%2026-03-312026-05-14

BP BP PLC28.5K shares16.54%2026-03-312026-05-14

USB US BANCORP25.7K shares-11.35%2026-03-312026-05-14

ESGV VANGUARD WORLD FD11.8K shares-6.32%2026-03-312026-05-14

ROE EA SERIES TRUST37.2K shares73.39%2026-03-312026-05-14

VIA VIA TRANSN INC87.5K sharesnew addition2026-03-312026-05-14

PGR PROGRESSIVE CORP6.6K shares23.19%2026-03-312026-05-14

BMO BANK MONTREAL MEDIUM9.7K shares12.92%2026-03-312026-05-14

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EFAV ISHARES TR14.3K shares0.87%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.8K shares-43.22%2026-03-312026-05-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND6.6K shares21.59%2026-03-312026-05-14

KB KB FINL GROUP INC13.0K shares3.37%2026-03-312026-05-14

BNS BANK NOVA SCOTIA B C18.6K shares4.65%2026-03-312026-05-14

MMM 3M CO8.8K shares3.74%2026-03-312026-05-14

MAR MARRIOTT INTL INC NEW3.9K shares22.10%2026-03-312026-05-14

ADBE ADOBE INC5.3K shares1.43%2026-03-312026-05-14

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VIGI VANGUARD WHITEHALL FDS14.4K shares-11.63%2026-03-312026-05-14

COHERENT CORP COHERENT CORP5.3K shares23.81%2026-03-312026-05-14

NATIONAL GRID PLC NATIONAL GRID PLC14.9K shares2.98%2026-03-312026-05-14

SPD SIMPLIFY EXCHANGE TRADED FUN34.6K shares0.00%2026-03-312026-05-14

IJS ISHARES TR10.6K shares-8.16%2026-03-312026-05-14

DFIS DIMENSIONAL ETF TRUST37.2K shares160.61%2026-03-312026-05-14

GDX VANECK ETF TRUST13.6K shares5.87%2026-03-312026-05-14

QCOM QUALCOMM INC9.7K shares-21.95%2026-03-312026-05-14

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SPOT SPOTIFY TECHNOLOGY S A2.6K shares21.46%2026-03-312026-05-14

VYMI VANGUARD WHITEHALL FDS13.2K shares1.06%2026-03-312026-05-14

SPGI S&P GLOBAL INC2.9K shares-2.70%2026-03-312026-05-14

SQM SOCIEDAD QUIMICA Y MINERA DE15.3K shares5.22%2026-03-312026-05-14

VT VANGUARD INTL EQUITY INDEX F8.9K shares0.63%2026-03-312026-05-14

MEDTRONIC PLC MEDTRONIC PLC14.2K shares-13.55%2026-03-312026-05-14

TOTALENERGIES SE TOTALENERGIES SE13.5K shares-17.20%2026-03-312026-05-14

BAI BLACKROCK ETF TRUST37.0K sharesnew addition2026-03-312026-05-14

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ABNB AIRBNB INC9.6K shares31.14%2026-03-312026-05-14

FLCO FRANKLIN TEMPLETON ETF TR56.3K shares22.16%2026-03-312026-05-14

SHYG ISHARES TR28.5K shares-45.70%2026-03-312026-05-14

CRWD CROWDSTRIKE HLDGS INC3.1K shares-22.98%2026-03-312026-05-14

TRV TRAVELERS COMPANIES INC4.1K shares-4.56%2026-03-312026-05-14

PBR PETROLEO BRASILEIRO S A57.6K shares18.97%2026-03-312026-05-14

DAL DELTA AIR LINES INC17.9K shares13.73%2026-03-312026-05-14

CEG CONSTELLATION ENERGY CORP4.3K shares-6.05%2026-03-312026-05-14

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BUD ANHEUSER BUSCH INBEV SA NV17.1K shares8.35%2026-03-312026-05-14

NET CLOUDFLARE INC5.8K shares25.51%2026-03-312026-05-14

VOOG VANGUARD ADMIRAL FDS INC2.9K shares-0.24%2026-03-312026-05-14

HCA HCA HEALTHCARE INC2.5K shares24.31%2026-03-312026-05-14

BNDI NEOS ETF TRUST24.8K shares-3.35%2026-03-312026-05-14

DGT SPDR SERIES TRUST6.9K shares7.72%2026-03-312026-05-14

THRO BLACKROCK ETF TRUST32.3K sharesnew addition2026-03-312026-05-14

SU SUNCOR ENERGY INC NEW17.6K shares8.80%2026-03-312026-05-14

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IWR ISHARES TR12.0K shares-3.67%2026-03-312026-05-14

TRP TC ENERGY CORP18.4K shares4.21%2026-03-312026-05-14

CSX CSX CORP27.9K shares-1.97%2026-03-312026-05-14

TFC TRUIST FINL CORP24.9K shares-2.29%2026-03-312026-05-14

CMCSA COMCAST CORP NEW39.8K shares48.80%2026-03-312026-05-14

USMV ISHARES TR12.3K shares-7.53%2026-03-312026-05-14

EOG EOG RES INC7.9K shares8.10%2026-03-312026-05-14

XME SPDR SERIES TRUST10.5K shares-0.92%2026-03-312026-05-14

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IRM IRON MTN INC DEL11.0K shares21.61%2026-03-312026-05-14

DNP DNP SELECT INCOME FD INC108.4K shares13.98%2026-03-312026-05-14

ASX ASE TECHNOLOGY HLDG CO LTD51.5K shares19.80%2026-03-312026-05-14

BLV VANGUARD BD INDEX FDS16.2K shares8.61%2026-03-312026-05-14

FIDU FIDELITY COVINGTON TRUST12.9K sharesnew addition2026-03-312026-05-14

ICE INTERCONTINENTAL EXCHANGE IN7.0K shares23.54%2026-03-312026-05-14

VTWO VANGUARD SCOTTSDALE FDS11.1K sharesnew addition2026-03-312026-05-14

DVY ISHARES TR7.3K shares-0.88%2026-03-312026-05-14

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TAK TAKEDA PHARMACEUTICAL CO LTD59.6K shares30.53%2026-03-312026-05-14

BSJT INVESCO EXCH TRD SLF IDX FD52.4K shares1.18%2026-03-312026-05-14

PSX PHILLIPS 666.0K shares-5.44%2026-03-312026-05-14

QTUM ETF SER SOLUTIONS10.2K shares12.52%2026-03-312026-05-14

MNST MONSTER BEVERAGE CORP NEW15.2K shares2.76%2026-03-312026-05-14

BN BROOKFIELD CORP27.0K shares-11.24%2026-03-312026-05-14

PDD PDD HOLDINGS INC10.7K shares17.35%2026-03-312026-05-14

ADP AUTOMATIC DATA PROCESSING IN5.4K shares11.85%2026-03-312026-05-14

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RDVI FIRST TR EXCHANGE-TRADED FD42.6K shares-4.89%2026-03-312026-05-14

STT STATE STR CORP8.6K shares15.24%2026-03-312026-05-14

VIDI ETF SER SOLUTIONS29.9K sharesnew addition2026-03-312026-05-14

URTH ISHARES INC6.0K shares9.10%2026-03-312026-05-14

MFC MANULIFE FINL CORP31.1K shares1.23%2026-03-312026-05-14

FIVA FIDELITY COVINGTON TRUST30.7K shares0.10%2026-03-312026-05-14

XLF SELECT SECTOR SPDR TR21.5K shares-50.50%2026-03-312026-05-14

TWLO TWILIO INC8.4K shares6.77%2026-03-312026-05-14

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FEZ SPDR INDEX SHS FDS17.0K shares7.51%2026-03-312026-05-14

CGXU CAPITAL GROUP INTL FOCUS EQT35.7K shares30.31%2026-03-312026-05-14

MPC MARATHON PETE CORP4.3K shares-38.74%2026-03-312026-05-14

DLR DIGITAL RLTY TR INC5.8K shares19.06%2026-03-312026-05-14

DB DEUTSCHE BK AG35.0K shares-32.63%2026-03-312026-05-14

TMUS T-MOBILE US INC5.0K shares-3.11%2026-03-312026-05-14

SPHQ INVESCO EXCHANGE TRADED FD T13.8K shares-5.18%2026-03-312026-05-14

SPYI NEOS ETF TRUST21.0K shares3.06%2026-03-312026-05-14

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FAST FASTENAL CO22.2K shares-23.34%2026-03-312026-05-14

SHG SHINHAN FINANCIAL GROUP CO L16.8K shares3.31%2026-03-312026-05-14

SHLD GLOBAL X FDS14.5K shares261.17%2026-03-312026-05-14

IDE VOYA INFRASTRUCTURE INDLS &82.2K shares236.64%2026-03-312026-05-14

EYLD CAMBRIA ETF TR24.8K shares123.27%2026-03-312026-05-14

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.6K shares33.03%2026-03-312026-05-14

MCO MOODYS CORP2.3K shares43.74%2026-03-312026-05-14

ZTS ZOETIS INC8.6K shares11.59%2026-03-312026-05-14

Sponsored

ESGE ISHARES INC22.2K shares25.11%2026-03-312026-05-14

IJJ ISHARES TR7.6K shares0.00%2026-03-312026-05-14

PCAR PACCAR INC8.7K shares25.93%2026-03-312026-05-14

MDY STATE STR SPDR S&P MIDCAP 401.6K shares4.31%2026-03-312026-05-14

SPG SIMON PPTY GROUP INC NEW5.3K shares5.00%2026-03-312026-05-14

QYLD GLOBAL X FDS58.0K shares-30.99%2026-03-312026-05-14

XLV SELECT SECTOR SPDR TR6.8K shares-49.40%2026-03-312026-05-14

HLT HILTON WORLDWIDE HLDGS INC3.2K shares22.64%2026-03-312026-05-14

Sponsored

FFC FLAHERTY & CRUMRIN PFD & INM63.4K shares0.00%2026-03-312026-05-14

TT TRANE TECHNOLOGIES PLC2.4K shares-11.32%2026-03-312026-05-14

DELL DELL TECHNOLOGIES INC6.0K shares-31.09%2026-03-312026-05-14

KGC KINROSS GOLD CORP32.1K shares9.72%2026-03-312026-05-14

IDXX IDEXX LABS INC1.7K shares-5.16%2026-03-312026-05-14

HYMB SPDR SERIES TRUST38.7K shares-3.28%2026-03-312026-05-14

PICK ISHARES INC16.9K shares-0.21%2026-03-312026-05-14

NATWEST GROUP PLC NATWEST GROUP PLC64.2K shares-9.71%2026-03-312026-05-14

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SPMD SPDR SERIES TRUST16.1K shares-1.78%2026-03-312026-05-14

HIG HARTFORD INSURANCE GROUP INC7.1K shares4.43%2026-03-312026-05-14

FTLS FIRST TR EXCH TRADED FD III13.6K shares-16.92%2026-03-312026-05-14

ESML ISHARES TR20.2K shares-1.85%2026-03-312026-05-14

RLY SSGA ACTIVE ETF TR26.3K sharesnew addition2026-03-312026-05-14

BIV VANGUARD BD INDEX FDS12.3K shares19.40%2026-03-312026-05-14

LYB LYONDELLBASELL INDUSTRIES NV11.6K sharesnew addition2026-03-312026-05-14

QUS SPDR SERIES TRUST5.5K shares-1.68%2026-03-312026-05-14

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JAVA J P MORGAN EXCHANGE TRADED F13.0K shares-10.05%2026-03-312026-05-14

ROST ROSS STORES INC4.3K shares53.79%2026-03-312026-05-14

CTVA CORTEVA INC11.0K shares9.94%2026-03-312026-05-14

DHI D R HORTON INC6.7K shares-40.22%2026-03-312026-05-14

CHRD CHORD ENERGY CORPORATION6.4K sharesnew addition2026-03-312026-05-14

VOT VANGUARD INDEX FDS3.5K shares0.92%2026-03-312026-05-14

CRH PLC CRH PLC8.6K shares-15.88%2026-03-312026-05-14

MKL MARKEL GROUP INC466 shares-24.23%2026-03-312026-05-14

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FTI TECHNIPFMC PLC12.9K shares23.70%2026-03-312026-05-14

QLTA ISHARES TR18.7K shares-4.91%2026-03-312026-05-14

NSC NORFOLK SOUTHN CORP3.1K shares7.24%2026-03-312026-05-14

JD JD.COM INC30.0K shares32.85%2026-03-312026-05-14

AMT AMERICAN TOWER CORP5.1K shares-27.55%2026-03-312026-05-14

SCHP SCHWAB STRATEGIC TR33.3K shares-6.26%2026-03-312026-05-14

ARKQ ARK ETF TR7.9K shares-6.82%2026-03-312026-05-14

XYZ BLOCK INC14.7K shares4.55%2026-03-312026-05-14

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BVN COMPANIA DE MINAS BUENAVENTU24.5K shares-6.77%2026-03-312026-05-14

AON PLC AON PLC2.7K shares8.41%2026-03-312026-05-14

OHI OMEGA HEALTHCARE INVS INC20.1K shares4.50%2026-03-312026-05-14

LNG CHENIERE ENERGY INC3.1K shares9.63%2026-03-312026-05-14

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO16.6K shares-6.35%2026-03-312026-05-14

UGP ULTRAPAR PARTICIPACOES SA158.9K shares-1.54%2026-03-312026-05-14

VPU VANGUARD WORLD FD4.4K shares-14.10%2026-03-312026-05-14

PAPR INNOVATOR ETFS TRUST21.8K shares0.79%2026-03-312026-05-14

Sponsored

NUE NUCOR CORP5.1K shares9.17%2026-03-312026-05-14

JAAA JANUS DETROIT STR TR17.0K shares208.40%2026-03-312026-05-14

VCSH VANGUARD SCOTTSDALE FDS10.8K shares3.47%2026-03-312026-05-14

EBAY EBAY INC.9.4K shares0.27%2026-03-312026-05-14

ALB ALBEMARLE CORP4.7K shares1.01%2026-03-312026-05-14

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY10.7K shares52.67%2026-03-312026-05-14

ORLY OREILLY AUTOMOTIVE INC9.2K shares2.31%2026-03-312026-05-14

NKE NIKE INC16.0K shares-13.64%2026-03-312026-05-14

Sponsored

USCF ETF TR USCF ETF TR22.8K shares-6.99%2026-03-312026-05-14

RF REGIONS FINANCIAL CORP NEW32.2K shares2.14%2026-03-312026-05-14

CDNS CADENCE DESIGN SYSTEM INC3.0K shares-6.00%2026-03-312026-05-14

WBD WARNER BROS DISCOVERY INC30.4K shares20.41%2026-03-312026-05-14

LAMR LAMAR ADVERTISING CO6.6K shares7.31%2026-03-312026-05-14

USFD US FOODS HLDG CORP9.0K shares10.48%2026-03-312026-05-14

CASY CASEYS GEN STORES INC1.1K shares16.27%2026-03-312026-05-14

JEPI J P MORGAN EXCHANGE TRADED F14.6K shares5.81%2026-03-312026-05-14

Sponsored

MPWR MONOLITHIC PWR SYS INC753 shares48.23%2026-03-312026-05-14

ROK ROCKWELL AUTOMATION INC2.3K shares-4.94%2026-03-312026-05-14

ENFR ALPS ETF TR21.4K shares-1.28%2026-03-312026-05-14

CF CF INDUSTRIES HOLD6.3K sharesnew addition2026-03-312026-05-14

AAPL

APPLE INC

-0.30%

Shares468.4K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

3.77%

Shares144.5K

Event2026-03-31

Filed2026-05-14

INTF

ISHARES TR

-3.46%

Shares1.9M

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

-10.33%

Shares1.1M

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-8.03%

Shares219.8K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

-3.51%

Shares346.5K

Event2026-03-31

Filed2026-05-14

SCHV

SCHWAB STRATEGIC TR

-5.68%

Shares2.0M

Event2026-03-31

Filed2026-05-14

SCHG

SCHWAB STRATEGIC TR

-3.48%

Shares2.0M

Event2026-03-31

Filed2026-05-14

LRGF

ISHARES TR

-2.43%

Shares778.1K

Event2026-03-31

Filed2026-05-14

BND

VANGUARD BD INDEX FDS

-12.20%

Shares671.5K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

-6.78%

Shares218.1K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

1.15%

Shares156.9K

Event2026-03-31

Filed2026-05-14

COIN

COINBASE GLOBAL INC

-8.33%

Shares247.0K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

-5.72%

Shares116.0K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

5.36%

Shares133.3K

Event2026-03-31

Filed2026-05-14

VWO

VANGUARD INTL EQUITY INDEX F

-10.67%

Shares743.0K

Event2026-03-31

Filed2026-05-14

META

META PLATFORMS INC

-4.77%

Shares69.1K

Event2026-03-31

Filed2026-05-14

VUG

VANGUARD INDEX FDS

15.77%

Shares88.1K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

-11.44%

Shares137.1K

Event2026-03-31

Filed2026-05-14

NFLT

ETFIS SER TR I

-10.66%

Shares1.5M

Event2026-03-31

Filed2026-05-14

HOOD

ROBINHOOD MKTS INC

-11.67%

Shares478.5K

Event2026-03-31

Filed2026-05-14

VTV

VANGUARD INDEX FDS

19.83%

Shares153.1K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

-1.48%

Shares62.2K

Event2026-03-31

Filed2026-05-14

AGG

ISHARES TR

10.12%

Shares299.1K

Event2026-03-31

Filed2026-05-14

AVEM

AMERICAN CENTY ETF TR

-0.27%

Shares368.3K

Event2026-03-31

Filed2026-05-14

IUSB

ISHARES TR

10.36%

Shares633.5K

Event2026-03-31

Filed2026-05-14

IYW

ISHARES TR

3.92%

Shares138.9K

Event2026-03-31

Filed2026-05-14

BINC

BLACKROCK ETF TRUST II

-16.48%

Shares483.5K

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

-4.51%

Shares76.9K

Event2026-03-31

Filed2026-05-14

IEFA

ISHARES TR

17.92%

Shares247.1K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

-5.04%

Shares75.8K

Event2026-03-31

Filed2026-05-14

CSRE

COHEN & STEERS ETF TRUST

28.67%

Shares774.0K

Event2026-03-31

Filed2026-05-14

IFRA

ISHARES TR

-1.70%

Shares331.8K

Event2026-03-31

Filed2026-05-14

FIG

FIGMA INC

-3.53%

Shares879.2K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

41.22%

Shares103.8K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

5.82%

Shares26.6K

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

5.70%

Shares29.9K

Event2026-03-31

Filed2026-05-14

THLV

THOR FINL TECHNOLOGIES TR

-0.59%

Shares530.4K

Event2026-03-31

Filed2026-05-14

SCHF

SCHWAB STRATEGIC TR

-4.51%

Shares681.8K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

-66.74%

Shares28.1K

Event2026-03-31

Filed2026-05-14

SCHB

SCHWAB STRATEGIC TR

0.10%

Shares658.3K

Event2026-03-31

Filed2026-05-14

IWF

ISHARES TR

48.53%

Shares38.2K

Event2026-03-31

Filed2026-05-14

COWZ

PACER FDS TR

-11.54%

Shares256.7K

Event2026-03-31

Filed2026-05-14

TSLA

TESLA INC

-15.04%

Shares43.1K

Event2026-03-31

Filed2026-05-14

VTEB

VANGUARD MUN BD FDS

-15.08%

Shares311.8K

Event2026-03-31

Filed2026-05-14

SYLD

CAMBRIA ETF TR

-27.51%

Shares201.4K

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

3.66%

Shares61.4K

Event2026-03-31

Filed2026-05-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.70%

Shares43.8K

Event2026-03-31

Filed2026-05-14

MUB

ISHARES TR

121.83%

Shares133.4K

Event2026-03-31

Filed2026-05-14

AVUV

AMERICAN CENTY ETF TR

30.56%

Shares120.3K

Event2026-03-31

Filed2026-05-14

VBR

VANGUARD INDEX FDS

6.21%

Shares60.6K

Event2026-03-31

Filed2026-05-14

CAT

CATERPILLAR INC

-0.74%

Shares18.0K

Event2026-03-31

Filed2026-05-14

DMBS

DOUBLELINE ETF TRUST

-12.25%

Shares239.5K

Event2026-03-31

Filed2026-05-14

HGER

HARBOR ETF TRUST

1.84%

Shares380.0K

Event2026-03-31

Filed2026-05-14

COST

COSTCO WHOLESALE CORPORATION

20.87%

Shares11.8K

Event2026-03-31

Filed2026-05-14

VBK

VANGUARD INDEX FDS

11.19%

Shares37.9K

Event2026-03-31

Filed2026-05-14

IJR

ISHARES TR

6.10%

Shares91.0K

Event2026-03-31

Filed2026-05-14

MERCK & CO INC

48.66%

Shares93.6K

Event2026-03-31

Filed2026-05-14

CTA

SIMPLIFY EXCHANGE TRADED FUN

0.12%

Shares371.6K

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

0.01%

Shares89.8K

Event2026-03-31

Filed2026-05-14

PLTR

PALANTIR TECHNOLOGIES INC

-14.51%

Shares72.9K

Event2026-03-31

Filed2026-05-14

ISHARES GOLD TR

-6.44%

Shares120.1K

Event2026-03-31

Filed2026-05-14

IWM

ISHARES TR

-1.86%

Shares42.5K

Event2026-03-31

Filed2026-05-14

DFIV

DIMENSIONAL ETF TRUST

5.25%

Shares193.4K

Event2026-03-31

Filed2026-05-14

DFUV

DIMENSIONAL ETF TRUST

12.30%

Shares208.3K

Event2026-03-31

Filed2026-05-14

DYFI

ETF OPPORTUNITIES TRUST

-9.72%

Shares426.9K

Event2026-03-31

Filed2026-05-14

ABBV

ABBVIE INC

-1.67%

Shares43.6K

Event2026-03-31

Filed2026-05-14

MINT

PIMCO ETF TR

6.49%

Shares93.6K

Event2026-03-31

Filed2026-05-14

CVX

CHEVRON CORPORATION

7.37%

Shares45.0K

Event2026-03-31

Filed2026-05-14

SCHD

SCHWAB STRATEGIC TR

4.52%

Shares302.5K

Event2026-03-31

Filed2026-05-14

LLY

ELI LILLY & CO

-2.85%

Shares9.9K

Event2026-03-31

Filed2026-05-14

IGIB

ISHARES TR

-25.95%

Shares168.9K

Event2026-03-31

Filed2026-05-14

IGSB

ISHARES TR

-11.05%

Shares164.3K

Event2026-03-31

Filed2026-05-14

CSHI

NEOS ETF TRUST

9.29%

Shares171.9K

Event2026-03-31

Filed2026-05-14

USRT

ISHARES TR

0.43%

Shares141.7K

Event2026-03-31

Filed2026-05-14

IBM

INTERNATIONAL BUSINESS MACHS

0.01%

Shares34.2K

Event2026-03-31

Filed2026-05-14

NFLX

NETFLIX INC.

-9.02%

Shares83.4K

Event2026-03-31

Filed2026-05-14

BNDX

VANGUARD CHARLOTTE FDS

-7.89%

Shares166.7K

Event2026-03-31

Filed2026-05-14

BAC

BANK AMERICA CORP

-7.51%

Shares163.0K

Event2026-03-31

Filed2026-05-14

NEE

NEXTERA ENERGY INC

0.65%

Shares85.5K

Event2026-03-31

Filed2026-05-14

IWB

ISHARES TR

69.42%

Shares22.0K

Event2026-03-31

Filed2026-05-14

BSV

VANGUARD BD INDEX FDS

35.66%

Shares99.9K

Event2026-03-31

Filed2026-05-14

IJT

ISHARES TR

-2.99%

Shares52.7K

Event2026-03-31

Filed2026-05-14

FLOT

ISHARES TR

6.95%

Shares148.4K

Event2026-03-31

Filed2026-05-14

ASML

ASML HLDG NV

11.34%

Shares5.3K

Event2026-03-31

Filed2026-05-14

GOLDMAN SACHS GROUP INC

-4.79%

Shares8.2K

Event2026-03-31

Filed2026-05-14

CRWV

COREWEAVE INC

1.18%

Shares88.1K

Event2026-03-31

Filed2026-05-14

DLS

WISDOMTREE TR

-2.64%

Shares83.1K

Event2026-03-31

Filed2026-05-14

QUAL

ISHARES TR

18.66%

Shares35.2K

Event2026-03-31

Filed2026-05-14

MASTERCARD INCORPORATED

-13.69%

Shares13.5K

Event2026-03-31

Filed2026-05-14

EFA

ISHARES TR

-2.25%

Shares69.3K

Event2026-03-31

Filed2026-05-14

SPYM

SPDR SERIES TRUST

144.51%

Shares86.9K

Event2026-03-31

Filed2026-05-14

GE AEROSPACE

-4.52%

Shares22.7K

Event2026-03-31

Filed2026-05-14

IEMG

ISHARES INC

68.09%

Shares91.9K

Event2026-03-31

Filed2026-05-14

SGOV

ISHARES TR

13.50%

Shares63.6K

Event2026-03-31

Filed2026-05-14

XLK

SELECT SECTOR SPDR TR

-2.72%

Shares48.1K

Event2026-03-31

Filed2026-05-14

HSBC

HSBC HLDGS PLC

1.66%

Shares75.9K

Event2026-03-31

Filed2026-05-14

VISA INC

-7.21%

Shares20.5K

Event2026-03-31

Filed2026-05-14

ITOT

ISHARES TR

92.90%

Shares43.1K

Event2026-03-31

Filed2026-05-14

RTX

RTX CORPORATION

5.34%

Shares31.6K

Event2026-03-31

Filed2026-05-14

AMGN

AMGEN INC

83.37%

Shares17.2K

Event2026-03-31

Filed2026-05-14

USFR

WISDOMTREE TR

296.70%

Shares119.5K

Event2026-03-31

Filed2026-05-14

IEF

ISHARES TR

-2.97%

Shares61.4K

Event2026-03-31

Filed2026-05-14

IWY

ISHARES TR

1074.66%

Shares23.5K

Event2026-03-31

Filed2026-05-14

EMXC

ISHARES INC

-5.27%

Shares73.7K

Event2026-03-31

Filed2026-05-14

LQD

ISHARES TR

-26.82%

Shares52.2K

Event2026-03-31

Filed2026-05-14

CMF

ISHARES TR

16.89%

Shares99.9K

Event2026-03-31

Filed2026-05-14

TLT

ISHARES TR

-3.57%

Shares65.4K

Event2026-03-31

Filed2026-05-14

COP

CONOCOPHILLIPS

145.55%

Shares42.0K

Event2026-03-31

Filed2026-05-14

INTC

INTEL CORP

-2.20%

Shares125.1K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

-1.15%

Shares18.3K

Event2026-03-31

Filed2026-05-14

GILD

GILEAD SCIENCES INC

8.24%

Shares39.1K

Event2026-03-31

Filed2026-05-14

PROCTER & GAMBLE CO

-0.45%

Shares37.5K

Event2026-03-31

Filed2026-05-14

MCD

MCDONALDS CORP

9.23%

Shares17.1K

Event2026-03-31

Filed2026-05-14

CSCO

CISCO SYS INC

2.62%

Shares67.7K

Event2026-03-31

Filed2026-05-14

SCHA

SCHWAB STRATEGIC TR

-6.57%

Shares175.0K

Event2026-03-31

Filed2026-05-14

TJX

TJX COS INC NEW

21.39%

Shares31.5K

Event2026-03-31

Filed2026-05-14

MICRON TECHNOLOGY INC

6.95%

Shares14.8K

Event2026-03-31

Filed2026-05-14

BMY

BRISTOL-MYERS SQUIBB CO

244.82%

Shares81.5K

Event2026-03-31

Filed2026-05-14

BANK NEW YORK MELLON CORP

0.19%

Shares41.4K

Event2026-03-31

Filed2026-05-14

COCA COLA CO

2.98%

Shares63.6K

Event2026-03-31

Filed2026-05-14

IBIT

ISHARES BITCOIN TRUST ETF

16.25%

Shares125.2K

Event2026-03-31

Filed2026-05-14

AT&T INC

15.40%

Shares165.2K

Event2026-03-31

Filed2026-05-14

BOEING CO

3.10%

Shares24.0K

Event2026-03-31

Filed2026-05-14

SCHC

SCHWAB STRATEGIC TR

3.21%

Shares101.7K

Event2026-03-31

Filed2026-05-14

AMD

ADVANCED MICRO DEVICES INC

-38.74%

Shares23.3K

Event2026-03-31

Filed2026-05-14

NVS

NOVARTIS AG

13.11%

Shares30.6K

Event2026-03-31

Filed2026-05-14

INSM

INSMED INC

0.76%

Shares27.9K

Event2026-03-31

Filed2026-05-14

VIG

VANGUARD SPECIALIZED FUNDS

-1.01%

Shares20.5K

Event2026-03-31

Filed2026-05-14

IWX

ISHARES TR

466.96%

Shares47.0K

Event2026-03-31

Filed2026-05-14

USIG

ISHARES TR

1.10%

Shares82.6K

Event2026-03-31

Filed2026-05-14

AMAT

APPLIED MATLS INC

13.39%

Shares12.2K

Event2026-03-31

Filed2026-05-14

CITIGROUP INC

0.02%

Shares36.3K

Event2026-03-31

Filed2026-05-14

DIA

STATE STR SPDR DOW JONES IND

4.07%

Shares8.8K

Event2026-03-31

Filed2026-05-14

GLD

SPDR GOLD TR

0.73%

Shares9.4K

Event2026-03-31

Filed2026-05-14

IVE

ISHARES TR

169.74%

Shares19.2K

Event2026-03-31

Filed2026-05-14

IEI

ISHARES TR

-3.84%

Shares33.7K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

-68.29%

Shares13.3K

Event2026-03-31

Filed2026-05-14

SHOP

SHOPIFY INC

-2.59%

Shares32.2K

Event2026-03-31

Filed2026-05-14

ETFS GOLD TR

0.42%

Shares85.4K

Event2026-03-31

Filed2026-05-14

MARVELL TECHNOLOGY INC

23.61%

Shares37.6K

Event2026-03-31

Filed2026-05-14

DFAT

DIMENSIONAL ETF TRUST

11.08%

Shares59.4K

Event2026-03-31

Filed2026-05-14

LAM RESEARCH CORP

9.79%

Shares17.2K

Event2026-03-31

Filed2026-05-14

ASTRAZENECA PLC

New

Shares18.6K

Event2026-03-31

Filed2026-05-14

TRT

TRIO TECH INTL

85.80%

Shares621.5K

Event2026-03-31

Filed2026-05-14

MORGAN STANLEY

-5.37%

Shares21.8K

Event2026-03-31

Filed2026-05-14

ROYAL BK CDA

1.50%

Shares21.8K

Event2026-03-31

Filed2026-05-14

VGT

VANGUARD WORLD FD

0.68%

Shares5.0K

Event2026-03-31

Filed2026-05-14

SHEL

SHELL PLC

-1.57%

Shares37.5K

Event2026-03-31

Filed2026-05-14

SHY

ISHARES TR

-6.94%

Shares41.9K

Event2026-03-31

Filed2026-05-14

ABT

ABBOTT LABORATORIES

-11.85%

Shares32.9K

Event2026-03-31

Filed2026-05-14

GEV

GE VERNOVA INC

7.51%

Shares3.9K

Event2026-03-31

Filed2026-05-14

BABA

ALIBABA GROUP HLDG LTD

-10.56%

Shares26.7K

Event2026-03-31

Filed2026-05-14

VERIZON COMMUNICATIONS INC

13.86%

Shares66.5K

Event2026-03-31

Filed2026-05-14

UBER

UBER TECHNOLOGIES INC

11.73%

Shares46.4K

Event2026-03-31

Filed2026-05-14

VSS

VANGUARD INTL EQUITY INDEX F

-8.38%

Shares22.8K

Event2026-03-31

Filed2026-05-14

PCMM

BONDBLOXX ETF TRUST

-6.19%

Shares67.3K

Event2026-03-31

Filed2026-05-14

KLAC

KLA CORP

5.47%

Shares2.2K

Event2026-03-31

Filed2026-05-14

ALPS ETF TR

9.77%

Shares62.0K

Event2026-03-31

Filed2026-05-14

WASTE MGMT INC DEL

11.53%

Shares14.2K

Event2026-03-31

Filed2026-05-14

RCL

ROYAL CARIBBEAN GROUP

6.05%

Shares11.8K

Event2026-03-31

Filed2026-05-14

AXP

AMERICAN EXPRESS CO

8.45%

Shares10.7K

Event2026-03-31

Filed2026-05-14

BLUEROCK PVT REAL ESTATE FD

-30.09%

Shares191.8K

Event2026-03-31

Filed2026-05-14

SPHY

SPDR SERIES TRUST

-15.79%

Shares136.3K

Event2026-03-31

Filed2026-05-14

WFC

WELLS FARGO & CO

-13.15%

Shares39.3K

Event2026-03-31

Filed2026-05-14

MUFG

MITSUBISHI UFJ FINANCIAL GRO

5.99%

Shares184.1K

Event2026-03-31

Filed2026-05-14

FCX

FREEPORT MCMORAN INC

-0.88%

Shares52.9K

Event2026-03-31

Filed2026-05-14

HOME DEPOT INC

-22.26%

Shares9.4K

Event2026-03-31

Filed2026-05-14

SUB

ISHARES TR

-3.44%

Shares28.5K

Event2026-03-31

Filed2026-05-14

VLO

VALERO ENERGY CORP

1.59%

Shares12.2K

Event2026-03-31

Filed2026-05-14

LINDE PLC

45.91%

Shares6.1K

Event2026-03-31

Filed2026-05-14

VNQ

VANGUARD INDEX FDS

-5.51%

Shares34.0K

Event2026-03-31

Filed2026-05-14

BKNG

BOOKING HOLDINGS INC

-32.92%

Shares709

Event2026-03-31

Filed2026-05-14

ORCL

ORACLE CORP

-9.93%

Shares20.3K

Event2026-03-31

Filed2026-05-14

VRTX

VERTEX PHARMACEUTICALS INC

1.91%

Shares6.7K

Event2026-03-31

Filed2026-05-14

SAN

BANCO SANTANDER SA

3.70%

Shares262.5K

Event2026-03-31

Filed2026-05-14

ISRG

INTUITIVE SURGICAL INC

-1.00%

Shares6.4K

Event2026-03-31

Filed2026-05-14

IVW

ISHARES TR

439.81%

Shares25.8K

Event2026-03-31

Filed2026-05-14

PHILIP MORRIS INTL INC

-2.50%

Shares17.6K

Event2026-03-31

Filed2026-05-14

DYNF

BLACKROCK ETF TRUST

495.69%

Shares49.7K

Event2026-03-31

Filed2026-05-14

ESGU

ISHARES TR

21.39%

Shares20.4K

Event2026-03-31

Filed2026-05-14

DIS

DISNEY WALT CO

-11.08%

Shares29.9K

Event2026-03-31

Filed2026-05-14

RBLX

ROBLOX CORP

-4.89%

Shares50.7K

Event2026-03-31

Filed2026-05-14

ENB

ENBRIDGE INC

-18.78%

Shares52.5K

Event2026-03-31

Filed2026-05-14

MOAT

VANECK ETF TRUST

-1.75%

Shares29.1K

Event2026-03-31

Filed2026-05-14

DUKE ENERGY CORP NEW

6.93%

Shares21.4K

Event2026-03-31

Filed2026-05-14

PSLV

SPROTT ASSET MANAGEMENT LP

0.06%

Shares114.6K

Event2026-03-31

Filed2026-05-14

LHX

L3HARRIS TECHNOLOGIES INC

10.45%

Shares8.1K

Event2026-03-31

Filed2026-05-14

UNP

UNION PAC CORP

-5.74%

Shares11.5K

Event2026-03-31

Filed2026-05-14

BHP

BHP BILLITON LIMITED

18.25%

Shares37.2K

Event2026-03-31

Filed2026-05-14

BLACKSTONE INC

5.89%

Shares23.1K

Event2026-03-31

Filed2026-05-14

EFV

ISHARES TR

60.22%

Shares35.5K

Event2026-03-31

Filed2026-05-14

LMT

LOCKHEED MARTIN CORP

5.52%

Shares4.4K

Event2026-03-31

Filed2026-05-14

TOYOTA MOTOR CORP

8.70%

Shares12.6K

Event2026-03-31

Filed2026-05-14

CRM

SALESFORCE INC

-22.08%

Shares13.9K

Event2026-03-31

Filed2026-05-14

EATON CORP PLC

10.71%

Shares7.2K

Event2026-03-31

Filed2026-05-14

TMO

THERMO FISHER SCIENTIFIC INC

-52.88%

Shares5.2K

Event2026-03-31

Filed2026-05-14

LYG

LLOYDS BANKING GROUP PLC

1.17%

Shares504.5K

Event2026-03-31

Filed2026-05-14

BIL

SPDR SERIES TRUST

-35.77%

Shares27.5K

Event2026-03-31

Filed2026-05-14

PEP

PEPSICO INC

22.28%

Shares16.2K

Event2026-03-31

Filed2026-05-14

IWS

ISHARES TR

739.36%

Shares17.1K

Event2026-03-31

Filed2026-05-14

PANW

PALO ALTO NETWORKS INC

-21.76%

Shares15.3K

Event2026-03-31

Filed2026-05-14

SPDW

SPDR INDEX SHS FDS

-8.52%

Shares53.8K

Event2026-03-31

Filed2026-05-14

DEERE & CO

8.09%

Shares4.3K

Event2026-03-31

Filed2026-05-14

BBVA

BANCO BILBAO VIZCAYA ARGENTA

1.71%

Shares112.4K

Event2026-03-31

Filed2026-05-14

SYK

STRYKER CORPORATION

13.78%

Shares7.3K

Event2026-03-31

Filed2026-05-14

PARKER-HANNIFIN CORP

8.16%

Shares2.7K

Event2026-03-31

Filed2026-05-14

EFG

ISHARES TR

11.60%

Shares21.5K

Event2026-03-31

Filed2026-05-14

MBB

ISHARES TR

22.54%

Shares25.0K

Event2026-03-31

Filed2026-05-14

CVS

CVS HEALTH CORP

-2.52%

Shares33.1K

Event2026-03-31

Filed2026-05-14

TORONTO DOMINION BK ONT

4.77%

Shares25.4K

Event2026-03-31

Filed2026-05-14

MCK

MCKESSON CORP

5.35%

Shares2.7K

Event2026-03-31

Filed2026-05-14

IBTG

ISHARES TR

-3.82%

Shares102.9K

Event2026-03-31

Filed2026-05-14

BSJR

INVESCO EXCH TRD SLF IDX FD

-2.12%

Shares104.7K

Event2026-03-31

Filed2026-05-14

FTNT

FORTINET INC

76.66%

Shares28.5K

Event2026-03-31

Filed2026-05-14

PFE

PFIZER INC

17.29%

Shares82.8K

Event2026-03-31

Filed2026-05-14

VTIP

VANGUARD MALVERN FDS

-3.30%

Shares46.2K

Event2026-03-31

Filed2026-05-14

NEM

NEWMONT CORP

0.57%

Shares21.2K

Event2026-03-31

Filed2026-05-14

NYF

ISHARES TR

19.84%

Shares42.6K

Event2026-03-31

Filed2026-05-14

SOUTHERN CO

-0.69%

Shares23.4K

Event2026-03-31

Filed2026-05-14

OKLO

OKLO INC

0.06%

Shares45.3K

Event2026-03-31

Filed2026-05-14

SMFG

SUMITOMO MITSUI FIN GRP INC

8.02%

Shares113.6K

Event2026-03-31

Filed2026-05-14

SHV

ISHARES TR

-4.20%

Shares20.3K

Event2026-03-31

Filed2026-05-14

LITE

LUMENTUM HLDGS INC

67.50%

Shares3.2K

Event2026-03-31

Filed2026-05-14

COF

CAPITAL ONE FINL CORP

-18.50%

Shares12.0K

Event2026-03-31

Filed2026-05-14

UPS

UNITED PARCEL SVCS INC

10.49%

Shares22.2K

Event2026-03-31

Filed2026-05-14

PPG

PPG INDS INC

3.99%

Shares20.4K

Event2026-03-31

Filed2026-05-14

GSK PLC

2.66%

Shares39.0K

Event2026-03-31

Filed2026-05-14

UNH

UNITEDHEALTH GROUP INC

-18.82%

Shares7.9K

Event2026-03-31

Filed2026-05-14

FCAL

FIRST TR EXCH TRADED FD III

4.11%

Shares43.7K

Event2026-03-31

Filed2026-05-14

LOW

LOWES COS INC

-17.94%

Shares9.0K

Event2026-03-31

Filed2026-05-14

SPYV

SPDR SERIES TRUST

472.80%

Shares37.2K

Event2026-03-31

Filed2026-05-14

DGRO

ISHARES TR

1.13%

Shares30.0K

Event2026-03-31

Filed2026-05-14

SBUX

STARBUCKS CORP

-21.45%

Shares23.4K

Event2026-03-31

Filed2026-05-14

FENI

FIDELITY COVINGTON TRUST

-5.13%

Shares56.1K

Event2026-03-31

Filed2026-05-14

SCHM

SCHWAB STRATEGIC TR

1.65%

Shares67.2K

Event2026-03-31

Filed2026-05-14

AEM

AGNICO EAGLE MINES LTD

1.84%

Shares10.2K

Event2026-03-31

Filed2026-05-14

SPEM

SPDR INDEX SHS FDS

2.62%

Shares44.1K

Event2026-03-31

Filed2026-05-14

RIO

RIO TINTO PLC

14.28%

Shares21.8K

Event2026-03-31

Filed2026-05-14

SONY

SONY GROUP CORP

-15.71%

Shares98.2K

Event2026-03-31

Filed2026-05-14

ESGD

ISHARES TR

44.46%

Shares21.2K

Event2026-03-31

Filed2026-05-14

BLACKROCK INC

-4.95%

Shares2.1K

Event2026-03-31

Filed2026-05-14

BTI

BRITISH AMERN TOB PLC

-1.44%

Shares34.6K

Event2026-03-31

Filed2026-05-14

KKR & CO INC

23.35%

Shares21.7K

Event2026-03-31

Filed2026-05-14

ECL

ECOLAB INC

4.09%

Shares7.5K

Event2026-03-31

Filed2026-05-14

NOW

SERVICENOW INC

31.46%

Shares19.0K

Event2026-03-31

Filed2026-05-14

WELL

WELLTOWER INC

9.82%

Shares10.0K

Event2026-03-31

Filed2026-05-14

AFRM

AFFIRM HLDGS INC

-10.18%

Shares43.1K

Event2026-03-31

Filed2026-05-14

BARRICK MNG CORP

-1.81%

Shares48.1K

Event2026-03-31

Filed2026-05-14

APH

AMPHENOL CORP

-4.89%

Shares15.4K

Event2026-03-31

Filed2026-05-14

HON

HONEYWELL INTL INC

21.20%

Shares8.5K

Event2026-03-31

Filed2026-05-14

KMI

KINDER MORGAN INC DEL

5.70%

Shares57.5K

Event2026-03-31

Filed2026-05-14

SCHW

SCHWAB CHARLES CORP

-0.77%

Shares20.5K

Event2026-03-31

Filed2026-05-14

COLGATE PALMOLIVE CO

7.20%

Shares22.4K

Event2026-03-31

Filed2026-05-14

VWOB

VANGUARD WHITEHALL FDS

-2.59%

Shares29.1K

Event2026-03-31

Filed2026-05-14

ADI

ANALOG DEVICES INC

19.46%

Shares5.9K

Event2026-03-31

Filed2026-05-14

DRAFTKINGS INC NEW

42.79%

Shares86.2K

Event2026-03-31

Filed2026-05-14

WDC

WESTERN DIGITAL CORP

13.62%

Shares6.9K

Event2026-03-31

Filed2026-05-14

SNDK

SANDISK CORP

53.39%

Shares2.9K

Event2026-03-31

Filed2026-05-14

MCHP

MICROCHIP TECHNOLOGY INC.

6.48%

Shares28.7K

Event2026-03-31

Filed2026-05-14

ALTRIA GROUP INC

8.94%

Shares28.1K

Event2026-03-31

Filed2026-05-14

ETR

ENTERGY CORP NEW

-0.54%

Shares16.4K

Event2026-03-31

Filed2026-05-14

IJH

ISHARES TR

18.09%

Shares27.2K

Event2026-03-31

Filed2026-05-14

APD

AIR PRODUCTS AND CHEMICALS I

12.82%

Shares6.3K

Event2026-03-31

Filed2026-05-14

IDEV

ISHARES TR

94.75%

Shares21.6K

Event2026-03-31

Filed2026-05-14

ARISTA NETWORKS INC

-17.79%

Shares14.5K

Event2026-03-31

Filed2026-05-14

INTU

INTUIT

-13.02%

Shares4.1K

Event2026-03-31

Filed2026-05-14

FDX

FEDEX CORP

28.66%

Shares4.9K

Event2026-03-31

Filed2026-05-14

VXUS

VANGUARD STAR FDS

81.48%

Shares22.7K

Event2026-03-31

Filed2026-05-14

XLE

SELECT SECTOR SPDR TR

141.96%

Shares28.3K

Event2026-03-31

Filed2026-05-14

CMI

CUMMINS INC

0.89%

Shares3.2K

Event2026-03-31

Filed2026-05-14

MFG

MIZUHO FINANCIAL GROUP INC

7.95%

Shares214.4K

Event2026-03-31

Filed2026-05-14

CIEN

CIENA CORP

31.50%

Shares4.4K

Event2026-03-31

Filed2026-05-14

PLD

PROLOGIS INC.

22.13%

Shares12.8K

Event2026-03-31

Filed2026-05-14

CHUBB LTD SWITZ

12.48%

Shares5.2K

Event2026-03-31

Filed2026-05-14

VYM

VANGUARD WHITEHALL FDS

-1.76%

Shares11.4K

Event2026-03-31

Filed2026-05-14

VALE

VALE S A

9.58%

Shares105.9K

Event2026-03-31

Filed2026-05-14

HWM

HOWMET AEROSPACE INC

-9.46%

Shares7.3K

Event2026-03-31

Filed2026-05-14

TECK

TECK RESOURCES LTD

0.08%

Shares32.3K

Event2026-03-31

Filed2026-05-14

PWZ

INVESCO EXCH TRADED FD TR II

15.12%

Shares69.7K

Event2026-03-31

Filed2026-05-14

DFAE

DIMENSIONAL ETF TRUST

157.42%

Shares49.0K

Event2026-03-31

Filed2026-05-14

SCZ

ISHARES TR

72.83%

Shares21.2K

Event2026-03-31

Filed2026-05-14

PNC

PNC FINL SVCS GROUP INC

9.43%

Shares8.0K

Event2026-03-31

Filed2026-05-14

CORO

BLACKROCK ETF TRUST

New

Shares51.3K

Event2026-03-31

Filed2026-05-14

SHW

SHERWIN WILLIAMS CO

-1.89%

Shares5.1K

Event2026-03-31

Filed2026-05-14

ITW

ILLINOIS TOOL WKS INC

12.50%

Shares6.2K

Event2026-03-31

Filed2026-05-14

UBS

UBS GROUP AG

-1.29%

Shares41.1K

Event2026-03-31

Filed2026-05-14

BSJS

INVESCO EXCH TRD SLF IDX FD

-6.30%

Shares73.9K

Event2026-03-31

Filed2026-05-14

BCS

BARCLAYS PLC

New

Shares75.7K

Event2026-03-31

Filed2026-05-14

IWO

ISHARES TR

19.70%

Shares5.1K

Event2026-03-31

Filed2026-05-14

PHYS

SPROTT ASSET MANAGEMENT LP

91.22%

Shares44.8K

Event2026-03-31

Filed2026-05-14

TE CONNECTIVITY PLC

7.74%

Shares7.6K

Event2026-03-31

Filed2026-05-14

EQIX

EQUINIX INC

-2.47%

Shares1.6K

Event2026-03-31

Filed2026-05-14

PPA

INVESCO EXCHANGE TRADED FD T

-2.39%

Shares9.5K

Event2026-03-31

Filed2026-05-14

NTES

NETEASE COM INC

-1.16%

Shares13.9K

Event2026-03-31

Filed2026-05-14

ANGLOGOLD ASHANTI PLC

-8.52%

Shares15.9K

Event2026-03-31

Filed2026-05-14

ACWX

ISHARES TR

New

Shares22.6K

Event2026-03-31

Filed2026-05-14

IBKR

INTERACTIVE BROKERS GROUP IN

-7.53%

Shares23.0K

Event2026-03-31

Filed2026-05-14

IWP

ISHARES TR

247.41%

Shares12.0K

Event2026-03-31

Filed2026-05-14

UNILEVER PLC

-17.03%

Shares27.0K

Event2026-03-31

Filed2026-05-14

ING

ING GROEP N.V.

0.70%

Shares58.8K

Event2026-03-31

Filed2026-05-14

SPBO

SPDR SERIES TRUST

104.58%

Shares52.6K

Event2026-03-31

Filed2026-05-14

CME

CME GROUP INC

-4.79%

Shares5.2K

Event2026-03-31

Filed2026-05-14

NOBL

PROSHARES TR

-0.56%

Shares14.3K

Event2026-03-31

Filed2026-05-14

AFL

AFLAC INC

0.67%

Shares13.7K

Event2026-03-31

Filed2026-05-14

SPMO

INVESCO EXCH TRADED FD TR II

249.67%

Shares13.4K

Event2026-03-31

Filed2026-05-14

WMB

WILLIAMS COS INC

12.36%

Shares20.5K

Event2026-03-31

Filed2026-05-14

PPLT

ABRDN PLATINUM ETF TRUST

2.57%

Shares8.4K

Event2026-03-31

Filed2026-05-14

JPST

J P MORGAN EXCHANGE TRADED F

-5.35%

Shares29.4K

Event2026-03-31

Filed2026-05-14

GLDM

WORLD GOLD TR

20.84%

Shares16.0K

Event2026-03-31

Filed2026-05-14

TXN

TEXAS INSTRS INC

4.60%

Shares7.6K

Event2026-03-31

Filed2026-05-14

SCCO

SOUTHERN COPPER CORP

-14.09%

Shares8.6K

Event2026-03-31

Filed2026-05-14

SCHR

SCHWAB STRATEGIC TR

-46.92%

Shares58.8K

Event2026-03-31

Filed2026-05-14

VRT

VERTIV HOLDINGS CO

17.06%

Shares5.8K

Event2026-03-31

Filed2026-05-14

GENERAL DYNAMICS CORP

-3.21%

Shares4.3K

Event2026-03-31

Filed2026-05-14

TPR

TAPESTRY INC

12.05%

Shares10.3K

Event2026-03-31

Filed2026-05-14

DHR

DANAHER CORP DEL

-19.99%

Shares7.6K

Event2026-03-31

Filed2026-05-14

GENERAL MTRS CO

7.46%

Shares19.3K

Event2026-03-31

Filed2026-05-14

APP

APPLOVIN CORP

12.89%

Shares3.6K

Event2026-03-31

Filed2026-05-14

BKR

BAKER HUGHES COMPANY

5.09%

Shares23.5K

Event2026-03-31

Filed2026-05-14

PWR

QUANTA SVCS INC

10.79%

Shares2.6K

Event2026-03-31

Filed2026-05-14

GLW

CORNING INC

8.24%

Shares10.4K

Event2026-03-31

Filed2026-05-14

AEP

AMERICAN ELEC PWR CO INC

-2.55%

Shares10.8K

Event2026-03-31

Filed2026-05-14

GFI

GOLD FIELDS LTD

-4.43%

Shares31.1K

Event2026-03-31

Filed2026-05-14

VGIT

VANGUARD SCOTTSDALE FDS

13.82%

Shares23.7K

Event2026-03-31

Filed2026-05-14

REGN

REGENERON PHARMACEUTICALS

8.05%

Shares1.8K

Event2026-03-31

Filed2026-05-14

SCHX

SCHWAB STRATEGIC TR

6.56%

Shares54.3K

Event2026-03-31

Filed2026-05-14

WPM

WHEATON PRECIOUS METALS CORP

6.67%

Shares10.6K

Event2026-03-31

Filed2026-05-14

XBI

SPDR SERIES TRUST

0.69%

Shares10.9K

Event2026-03-31

Filed2026-05-14

EMR

EMERSON ELEC CO

4.71%

Shares10.5K

Event2026-03-31

Filed2026-05-14

SAP

SAP SE

-29.98%

Shares8.0K

Event2026-03-31

Filed2026-05-14

QQQI

NEOS ETF TRUST

599.92%

Shares27.6K

Event2026-03-31

Filed2026-05-14

CANADIAN IMPERIAL BANK OF CO

4.15%

Shares14.4K

Event2026-03-31

Filed2026-05-14

FIX

COMFORT SYS USA INC

17.51%

Shares980

Event2026-03-31

Filed2026-05-14

NOC

NORTHROP GRUMMAN CORP

11.81%

Shares2.0K

Event2026-03-31

Filed2026-05-14

JCI

JOHNSON CONTROLS INTERNATION

5.49%

Shares10.3K

Event2026-03-31

Filed2026-05-14

CNQ

CANADIAN NAT RES LTD MED TER

2.82%

Shares27.5K

Event2026-03-31

Filed2026-05-14

BP PLC

16.54%

Shares28.5K

Event2026-03-31

Filed2026-05-14

USB

US BANCORP

-11.35%

Shares25.7K

Event2026-03-31

Filed2026-05-14

ESGV

VANGUARD WORLD FD

-6.32%

Shares11.8K

Event2026-03-31

Filed2026-05-14

ROE

EA SERIES TRUST

73.39%

Shares37.2K

Event2026-03-31

Filed2026-05-14

VIA

VIA TRANSN INC

New

Shares87.5K

Event2026-03-31

Filed2026-05-14

PGR

PROGRESSIVE CORP

23.19%

Shares6.6K

Event2026-03-31

Filed2026-05-14

BMO

BANK MONTREAL MEDIUM

12.92%

Shares9.7K

Event2026-03-31

Filed2026-05-14

EFAV

ISHARES TR

0.87%

Shares14.3K

Event2026-03-31

Filed2026-05-14

INVESCO EXCHANGE TRADED FD T

-43.22%

Shares6.8K

Event2026-03-31

Filed2026-05-14

ACCENTURE PLC IRELAND

21.59%

Shares6.6K

Event2026-03-31

Filed2026-05-14

KB FINL GROUP INC

3.37%

Shares13.0K

Event2026-03-31

Filed2026-05-14

BNS

BANK NOVA SCOTIA B C

4.65%

Shares18.6K

Event2026-03-31

Filed2026-05-14

MMM

3M CO

3.74%

Shares8.8K

Event2026-03-31

Filed2026-05-14

MAR

MARRIOTT INTL INC NEW

22.10%

Shares3.9K

Event2026-03-31

Filed2026-05-14

ADBE

ADOBE INC

1.43%

Shares5.3K

Event2026-03-31

Filed2026-05-14

VIGI

VANGUARD WHITEHALL FDS

-11.63%

Shares14.4K

Event2026-03-31

Filed2026-05-14

COHERENT CORP

23.81%

Shares5.3K

Event2026-03-31

Filed2026-05-14

NATIONAL GRID PLC

2.98%

Shares14.9K

Event2026-03-31

Filed2026-05-14

SPD

SIMPLIFY EXCHANGE TRADED FUN

0.00%

Shares34.6K

Event2026-03-31

Filed2026-05-14

IJS

ISHARES TR

-8.16%

Shares10.6K

Event2026-03-31

Filed2026-05-14

DFIS

DIMENSIONAL ETF TRUST

160.61%

Shares37.2K

Event2026-03-31

Filed2026-05-14

GDX

VANECK ETF TRUST

5.87%

Shares13.6K

Event2026-03-31

Filed2026-05-14

QCOM

QUALCOMM INC

-21.95%

Shares9.7K

Event2026-03-31

Filed2026-05-14

SPOT

SPOTIFY TECHNOLOGY S A

21.46%

Shares2.6K

Event2026-03-31

Filed2026-05-14

VYMI

VANGUARD WHITEHALL FDS

1.06%

Shares13.2K

Event2026-03-31

Filed2026-05-14

SPGI

S&P GLOBAL INC

-2.70%

Shares2.9K

Event2026-03-31

Filed2026-05-14

SQM

SOCIEDAD QUIMICA Y MINERA DE

5.22%

Shares15.3K

Event2026-03-31

Filed2026-05-14

VANGUARD INTL EQUITY INDEX F

0.63%

Shares8.9K

Event2026-03-31

Filed2026-05-14

MEDTRONIC PLC

-13.55%

Shares14.2K

Event2026-03-31

Filed2026-05-14

TOTALENERGIES SE

-17.20%

Shares13.5K

Event2026-03-31

Filed2026-05-14

BAI

BLACKROCK ETF TRUST

New

Shares37.0K

Event2026-03-31

Filed2026-05-14

ABNB

AIRBNB INC

31.14%

Shares9.6K

Event2026-03-31

Filed2026-05-14

FLCO

FRANKLIN TEMPLETON ETF TR

22.16%

Shares56.3K

Event2026-03-31

Filed2026-05-14

SHYG

ISHARES TR

-45.70%

Shares28.5K

Event2026-03-31

Filed2026-05-14

CRWD

CROWDSTRIKE HLDGS INC

-22.98%

Shares3.1K

Event2026-03-31

Filed2026-05-14

TRV

TRAVELERS COMPANIES INC

-4.56%

Shares4.1K

Event2026-03-31

Filed2026-05-14

PBR

PETROLEO BRASILEIRO S A

18.97%

Shares57.6K

Event2026-03-31

Filed2026-05-14

DAL

DELTA AIR LINES INC

13.73%

Shares17.9K

Event2026-03-31

Filed2026-05-14

CEG

CONSTELLATION ENERGY CORP

-6.05%

Shares4.3K

Event2026-03-31

Filed2026-05-14

BUD

ANHEUSER BUSCH INBEV SA NV

8.35%

Shares17.1K

Event2026-03-31

Filed2026-05-14

NET

CLOUDFLARE INC

25.51%

Shares5.8K

Event2026-03-31

Filed2026-05-14

VOOG

VANGUARD ADMIRAL FDS INC

-0.24%

Shares2.9K

Event2026-03-31

Filed2026-05-14

HCA

HCA HEALTHCARE INC

24.31%

Shares2.5K

Event2026-03-31

Filed2026-05-14

BNDI

NEOS ETF TRUST

-3.35%

Shares24.8K

Event2026-03-31

Filed2026-05-14

DGT

SPDR SERIES TRUST

7.72%

Shares6.9K

Event2026-03-31

Filed2026-05-14

THRO

BLACKROCK ETF TRUST

New

Shares32.3K

Event2026-03-31

Filed2026-05-14

SUNCOR ENERGY INC NEW

8.80%

Shares17.6K

Event2026-03-31

Filed2026-05-14

IWR

ISHARES TR

-3.67%

Shares12.0K

Event2026-03-31

Filed2026-05-14

TRP

TC ENERGY CORP

4.21%

Shares18.4K

Event2026-03-31

Filed2026-05-14

CSX

CSX CORP

-1.97%

Shares27.9K

Event2026-03-31

Filed2026-05-14

TFC

TRUIST FINL CORP

-2.29%

Shares24.9K

Event2026-03-31

Filed2026-05-14

CMCSA

COMCAST CORP NEW

48.80%

Shares39.8K

Event2026-03-31

Filed2026-05-14

USMV

ISHARES TR

-7.53%

Shares12.3K

Event2026-03-31

Filed2026-05-14

EOG

EOG RES INC

8.10%

Shares7.9K

Event2026-03-31

Filed2026-05-14

XME

SPDR SERIES TRUST

-0.92%

Shares10.5K

Event2026-03-31

Filed2026-05-14

IRM

IRON MTN INC DEL

21.61%

Shares11.0K

Event2026-03-31

Filed2026-05-14

DNP

DNP SELECT INCOME FD INC

13.98%

Shares108.4K

Event2026-03-31

Filed2026-05-14

ASX

ASE TECHNOLOGY HLDG CO LTD

19.80%

Shares51.5K

Event2026-03-31

Filed2026-05-14

BLV

VANGUARD BD INDEX FDS

8.61%

Shares16.2K

Event2026-03-31

Filed2026-05-14

FIDU

FIDELITY COVINGTON TRUST

New

Shares12.9K

Event2026-03-31

Filed2026-05-14

ICE

INTERCONTINENTAL EXCHANGE IN

23.54%

Shares7.0K

Event2026-03-31

Filed2026-05-14

VTWO

VANGUARD SCOTTSDALE FDS

New

Shares11.1K

Event2026-03-31

Filed2026-05-14

DVY

ISHARES TR

-0.88%

Shares7.3K

Event2026-03-31

Filed2026-05-14

TAK

TAKEDA PHARMACEUTICAL CO LTD

30.53%

Shares59.6K

Event2026-03-31

Filed2026-05-14

BSJT

INVESCO EXCH TRD SLF IDX FD

1.18%

Shares52.4K

Event2026-03-31

Filed2026-05-14

PSX

PHILLIPS 66

-5.44%

Shares6.0K

Event2026-03-31

Filed2026-05-14

QTUM

ETF SER SOLUTIONS

12.52%

Shares10.2K

Event2026-03-31

Filed2026-05-14

MNST

MONSTER BEVERAGE CORP NEW

2.76%

Shares15.2K

Event2026-03-31

Filed2026-05-14

BROOKFIELD CORP

-11.24%

Shares27.0K

Event2026-03-31

Filed2026-05-14

PDD

PDD HOLDINGS INC

17.35%

Shares10.7K

Event2026-03-31

Filed2026-05-14

ADP

AUTOMATIC DATA PROCESSING IN

11.85%

Shares5.4K

Event2026-03-31

Filed2026-05-14

RDVI

FIRST TR EXCHANGE-TRADED FD

-4.89%

Shares42.6K

Event2026-03-31

Filed2026-05-14

STT

STATE STR CORP

15.24%

Shares8.6K

Event2026-03-31

Filed2026-05-14

VIDI

ETF SER SOLUTIONS

New

Shares29.9K

Event2026-03-31

Filed2026-05-14

URTH

ISHARES INC

9.10%

Shares6.0K

Event2026-03-31

Filed2026-05-14

MFC

MANULIFE FINL CORP

1.23%

Shares31.1K

Event2026-03-31

Filed2026-05-14

FIVA

FIDELITY COVINGTON TRUST

0.10%

Shares30.7K

Event2026-03-31

Filed2026-05-14

XLF

SELECT SECTOR SPDR TR

-50.50%

Shares21.5K

Event2026-03-31

Filed2026-05-14

TWLO

TWILIO INC

6.77%

Shares8.4K

Event2026-03-31

Filed2026-05-14

FEZ

SPDR INDEX SHS FDS

7.51%

Shares17.0K

Event2026-03-31

Filed2026-05-14

CGXU

CAPITAL GROUP INTL FOCUS EQT

30.31%

Shares35.7K

Event2026-03-31

Filed2026-05-14

MPC

MARATHON PETE CORP

-38.74%

Shares4.3K

Event2026-03-31

Filed2026-05-14

DLR

DIGITAL RLTY TR INC

19.06%

Shares5.8K

Event2026-03-31

Filed2026-05-14

DEUTSCHE BK AG

-32.63%

Shares35.0K

Event2026-03-31

Filed2026-05-14

TMUS

T-MOBILE US INC

-3.11%

Shares5.0K

Event2026-03-31

Filed2026-05-14

SPHQ

INVESCO EXCHANGE TRADED FD T

-5.18%

Shares13.8K

Event2026-03-31

Filed2026-05-14

SPYI

NEOS ETF TRUST

3.06%

Shares21.0K

Event2026-03-31

Filed2026-05-14

FAST

FASTENAL CO

-23.34%

Shares22.2K

Event2026-03-31

Filed2026-05-14

SHG

SHINHAN FINANCIAL GROUP CO L

3.31%

Shares16.8K

Event2026-03-31

Filed2026-05-14

SHLD

GLOBAL X FDS

261.17%

Shares14.5K

Event2026-03-31

Filed2026-05-14

IDE

VOYA INFRASTRUCTURE INDLS &

236.64%

Shares82.2K

Event2026-03-31

Filed2026-05-14

EYLD

CAMBRIA ETF TR

123.27%

Shares24.8K

Event2026-03-31

Filed2026-05-14

SEAGATE TECHNOLOGY HLDNGS PL

33.03%

Shares2.6K

Event2026-03-31

Filed2026-05-14

MCO

MOODYS CORP

43.74%

Shares2.3K

Event2026-03-31

Filed2026-05-14

ZTS

ZOETIS INC

11.59%

Shares8.6K

Event2026-03-31

Filed2026-05-14

ESGE

ISHARES INC

25.11%

Shares22.2K

Event2026-03-31

Filed2026-05-14

IJJ

ISHARES TR

0.00%

Shares7.6K

Event2026-03-31

Filed2026-05-14

PCAR

PACCAR INC

25.93%

Shares8.7K

Event2026-03-31

Filed2026-05-14

MDY

STATE STR SPDR S&P MIDCAP 40

4.31%

Shares1.6K

Event2026-03-31

Filed2026-05-14

SPG

SIMON PPTY GROUP INC NEW

5.00%

Shares5.3K

Event2026-03-31

Filed2026-05-14

QYLD

GLOBAL X FDS

-30.99%

Shares58.0K

Event2026-03-31

Filed2026-05-14

XLV

SELECT SECTOR SPDR TR

-49.40%

Shares6.8K

Event2026-03-31

Filed2026-05-14

HLT

HILTON WORLDWIDE HLDGS INC

22.64%

Shares3.2K

Event2026-03-31

Filed2026-05-14

FFC

FLAHERTY & CRUMRIN PFD & INM

0.00%

Shares63.4K

Event2026-03-31

Filed2026-05-14

TRANE TECHNOLOGIES PLC

-11.32%

Shares2.4K

Event2026-03-31

Filed2026-05-14

DELL

DELL TECHNOLOGIES INC

-31.09%

Shares6.0K

Event2026-03-31

Filed2026-05-14

KGC

KINROSS GOLD CORP

9.72%

Shares32.1K

Event2026-03-31

Filed2026-05-14

IDXX

IDEXX LABS INC

-5.16%

Shares1.7K

Event2026-03-31

Filed2026-05-14

HYMB

SPDR SERIES TRUST

-3.28%

Shares38.7K

Event2026-03-31

Filed2026-05-14

PICK

ISHARES INC

-0.21%

Shares16.9K

Event2026-03-31

Filed2026-05-14

NATWEST GROUP PLC

-9.71%

Shares64.2K

Event2026-03-31

Filed2026-05-14

SPMD

SPDR SERIES TRUST

-1.78%

Shares16.1K

Event2026-03-31

Filed2026-05-14

HIG

HARTFORD INSURANCE GROUP INC

4.43%

Shares7.1K

Event2026-03-31

Filed2026-05-14

FTLS

FIRST TR EXCH TRADED FD III

-16.92%

Shares13.6K

Event2026-03-31

Filed2026-05-14

ESML

ISHARES TR

-1.85%

Shares20.2K

Event2026-03-31

Filed2026-05-14

RLY

SSGA ACTIVE ETF TR

New

Shares26.3K

Event2026-03-31

Filed2026-05-14

BIV

VANGUARD BD INDEX FDS

19.40%

Shares12.3K

Event2026-03-31

Filed2026-05-14

LYB

LYONDELLBASELL INDUSTRIES NV

New

Shares11.6K

Event2026-03-31

Filed2026-05-14

QUS

SPDR SERIES TRUST

-1.68%

Shares5.5K

Event2026-03-31

Filed2026-05-14

JAVA

J P MORGAN EXCHANGE TRADED F

-10.05%

Shares13.0K

Event2026-03-31

Filed2026-05-14

ROST

ROSS STORES INC

53.79%

Shares4.3K

Event2026-03-31

Filed2026-05-14

CTVA

CORTEVA INC

9.94%

Shares11.0K

Event2026-03-31

Filed2026-05-14

DHI

D R HORTON INC

-40.22%

Shares6.7K

Event2026-03-31

Filed2026-05-14

CHRD

CHORD ENERGY CORPORATION

New

Shares6.4K

Event2026-03-31

Filed2026-05-14

VOT

VANGUARD INDEX FDS

0.92%

Shares3.5K

Event2026-03-31

Filed2026-05-14

CRH PLC

-15.88%

Shares8.6K

Event2026-03-31

Filed2026-05-14

MKL

MARKEL GROUP INC

-24.23%

Shares466

Event2026-03-31

Filed2026-05-14

FTI

TECHNIPFMC PLC

23.70%

Shares12.9K

Event2026-03-31

Filed2026-05-14

QLTA

ISHARES TR

-4.91%

Shares18.7K

Event2026-03-31

Filed2026-05-14

NSC

NORFOLK SOUTHN CORP

7.24%

Shares3.1K

Event2026-03-31

Filed2026-05-14

JD.COM INC

32.85%

Shares30.0K

Event2026-03-31

Filed2026-05-14

AMT

AMERICAN TOWER CORP

-27.55%

Shares5.1K

Event2026-03-31

Filed2026-05-14

SCHP

SCHWAB STRATEGIC TR

-6.26%

Shares33.3K

Event2026-03-31

Filed2026-05-14

ARKQ

ARK ETF TR

-6.82%

Shares7.9K

Event2026-03-31

Filed2026-05-14

XYZ

BLOCK INC

4.55%

Shares14.7K

Event2026-03-31

Filed2026-05-14

BVN

COMPANIA DE MINAS BUENAVENTU

-6.77%

Shares24.5K

Event2026-03-31

Filed2026-05-14

AON PLC

8.41%

Shares2.7K

Event2026-03-31

Filed2026-05-14

OHI

OMEGA HEALTHCARE INVS INC

4.50%

Shares20.1K

Event2026-03-31

Filed2026-05-14

LNG

CHENIERE ENERGY INC

9.63%

Shares3.1K

Event2026-03-31

Filed2026-05-14

PROFESIONALLY MANAGED PORTFO

-6.35%

Shares16.6K

Event2026-03-31

Filed2026-05-14

UGP

ULTRAPAR PARTICIPACOES SA

-1.54%

Shares158.9K

Event2026-03-31

Filed2026-05-14

VPU

VANGUARD WORLD FD

-14.10%

Shares4.4K

Event2026-03-31

Filed2026-05-14

PAPR

INNOVATOR ETFS TRUST

0.79%

Shares21.8K

Event2026-03-31

Filed2026-05-14

NUE

NUCOR CORP

9.17%

Shares5.1K

Event2026-03-31

Filed2026-05-14

JAAA

JANUS DETROIT STR TR

208.40%

Shares17.0K

Event2026-03-31

Filed2026-05-14

VCSH

VANGUARD SCOTTSDALE FDS

3.47%

Shares10.8K

Event2026-03-31

Filed2026-05-14

EBAY

EBAY INC.

0.27%

Shares9.4K

Event2026-03-31

Filed2026-05-14

ALB

ALBEMARLE CORP

1.01%

Shares4.7K

Event2026-03-31

Filed2026-05-14

CANADIAN PACIFIC KANSAS CITY

52.67%

Shares10.7K

Event2026-03-31

Filed2026-05-14

ORLY

OREILLY AUTOMOTIVE INC

2.31%

Shares9.2K

Event2026-03-31

Filed2026-05-14

NKE

NIKE INC

-13.64%

Shares16.0K

Event2026-03-31

Filed2026-05-14

USCF ETF TR

-6.99%

Shares22.8K

Event2026-03-31

Filed2026-05-14

REGIONS FINANCIAL CORP NEW

2.14%

Shares32.2K

Event2026-03-31

Filed2026-05-14

CDNS

CADENCE DESIGN SYSTEM INC

-6.00%

Shares3.0K

Event2026-03-31

Filed2026-05-14

WBD

WARNER BROS DISCOVERY INC

20.41%

Shares30.4K

Event2026-03-31

Filed2026-05-14

LAMR

LAMAR ADVERTISING CO

7.31%

Shares6.6K

Event2026-03-31

Filed2026-05-14

USFD

US FOODS HLDG CORP

10.48%

Shares9.0K

Event2026-03-31

Filed2026-05-14

CASY

CASEYS GEN STORES INC

16.27%

Shares1.1K

Event2026-03-31

Filed2026-05-14

JEPI

J P MORGAN EXCHANGE TRADED F

5.81%

Shares14.6K

Event2026-03-31

Filed2026-05-14

MPWR

MONOLITHIC PWR SYS INC

48.23%

Shares753

Event2026-03-31

Filed2026-05-14

ROK

ROCKWELL AUTOMATION INC

-4.94%

Shares2.3K

Event2026-03-31

Filed2026-05-14

ENFR

ALPS ETF TR

-1.28%

Shares21.4K

Event2026-03-31

Filed2026-05-14

CF INDUSTRIES HOLD

New

Shares6.3K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

GRAB Call CallGRAB HOLDINGS LIMITED150.0K shares0.00%2026-03-312026-05-14

AMZN Call CallAMAZON COM INC2.5K sharesnew addition2026-03-312026-05-14

SNPS Call CallSYNOPSYS INC1.0K sharesnew addition2026-03-312026-05-14

OSCR Call CallOSCAR HEALTH INC10.0K shares0.00%2026-03-312026-05-14

HON Call CallHONEYWELL INTL INC100 sharesnew addition2026-03-312026-05-14

GRAB Call

GRAB HOLDINGS LIMITED

0.00%

Shares150.0K

Event2026-03-31

Filed2026-05-14

AMZN Call

AMAZON COM INC

New

Shares2.5K

Event2026-03-31

Filed2026-05-14

SNPS Call

SYNOPSYS INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-14

OSCR Call

OSCAR HEALTH INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-14

HON Call

HONEYWELL INTL INC

New

Shares100

Event2026-03-31

Filed2026-05-14

Put Option Holdings

ALPHABET INC Put PutALPHABET INC24.1K sharesnew addition2026-03-312026-05-14

SPY Put PutSTATE STR SPDR S&P 500 ETF T4.6K sharesnew addition2026-03-312026-05-14

ALPHABET INC Put PutALPHABET INC9.6K sharesnew addition2026-03-312026-05-14

AAPL Put PutAPPLE INC6.3K sharesnew addition2026-03-312026-05-14

AMZN Put PutAMAZON COM INC5.0K sharesnew addition2026-03-312026-05-14

NTAP Put PutNETAPP INC2.0K sharesnew addition2026-03-312026-05-14

ALPHABET INC Put

ALPHABET INC

New

Shares24.1K

Event2026-03-31

Filed2026-05-14

SPY Put

STATE STR SPDR S&P 500 ETF T

New

Shares4.6K

Event2026-03-31

Filed2026-05-14

ALPHABET INC Put

ALPHABET INC

New

Shares9.6K

Event2026-03-31

Filed2026-05-14

AAPL Put

APPLE INC

New

Shares6.3K

Event2026-03-31

Filed2026-05-14

AMZN Put

AMAZON COM INC

New

Shares5.0K

Event2026-03-31

Filed2026-05-14

NTAP Put

NETAPP INC

New

Shares2.0K

Event2026-03-31

Filed2026-05-14