Sponsored
The Analysis of Comprehensive Financial Planning, Inc./PA's Holdings & P&L
Currently, Comprehensive Financial Planning, Inc./PA holds 387 types of securities in its portfolio with a total value $144.4M. In the most recent quarter, they have increased their positions in XTL (+6.1K shares, valued at $1.2M), JIVE (+10.3K shares, valued at $883.6K), ILF (+14.6K shares, valued at $517.8K); decreased their positions in MSFT (-4.0K shares, valued at $1.5M), META (-1.8K shares, valued at $1.0M), MAGS (-16.9K shares, valued at $981.4K); initiated new positions in XTL (+6.1K shares, valued at $1.2M), ILF (+14.6K shares, valued at $517.8K), PAHC (+5.2K shares, valued at $285.7K).
1M P&L
+9.6M+6.63%
3M P&L
+2.7M+1.82%
HY P&L
+7.4M+5.08%
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/A90.5M
68.4%
2Semiconductors9.8M
7.4%
3Consumer Electronics7.3M
5.5%
Top Industries by Stock Count
1N/A213 stocks
61.4%
2Semiconductors10 stocks
2.9%
3Software - Infrastructure7 stocks
2.0%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF4.5K shares5.66%2026-03-312026-04-07
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
KOMP STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF703 sharesnew addition2026-03-312026-04-07
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
BITWISE CRYPTO INDUSTRY INNOVATORS ETF BITWISE CRYPTO INDUSTRY INNOVATORS ETF1.0K shares0.00%2026-03-312026-04-07
Sponsored
Sponsored
Sponsored
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES151 shares0.00%2026-03-312026-04-07
Sponsored
Sponsored
Sponsored
Sponsored
RSPF INVESCO S&PINVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF 500 EQUAL108 shares0.00%2026-03-312026-04-07
Sponsored
Sponsored
SIRIUSXM HLDGS INC EQUITCLASS EQUITY SIRIUSXM HLDGS INC EQUITCLASS EQUITY270 shares0.00%2026-03-312026-04-07
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS20 shares0.00%2026-03-312026-04-07
Sponsored
ORIGIN MATLS INC CLASS CLASS A ORIGIN MATLS INC CLASS CLASS A284 sharesnew addition2026-03-312026-04-07
Sponsored
Sponsored
Sponsored
AMC ENTMT HLDGS INC CLASS CLASS A AMC ENTMT HLDGS INC CLASS CLASS A21 shares0.00%2026-03-312026-04-07
OPENDOOR TECHNOLO 26 WTSWARRANTS EXP 11/20/26 OPENDOOR TECHNOLO 26 WTSWARRANTS EXP 11/20/264 sharesnew addition2026-03-312026-04-07
Sponsored
OPENDOOR TECHNOLO 26 WTSWARRANTS EXP 11/20/26 OPENDOOR TECHNOLO 26 WTSWARRANTS EXP 11/20/264 sharesnew addition2026-03-312026-04-07
OPENDOOR TECHNOLO 26 WTSWARRANTS EXP 11/20/26 OPENDOOR TECHNOLO 26 WTSWARRANTS EXP 11/20/264 sharesnew addition2026-03-312026-04-07
JAAA
1.07%JANUS HENDERSON AAA CLO ETF
Shares172.0K
Event2026-03-31
Filed2026-04-07
NVDA
3.23%NVIDIA CORP
Shares42.8K
Event2026-03-31
Filed2026-04-07
AAPL
-4.29%APPLE INC
Shares28.6K
Event2026-03-31
Filed2026-04-07
VANGUARD S&P 500 ETF
0.57%VANGUARD S&P 500 ETF
Shares8.9K
Event2026-03-31
Filed2026-04-07
XLG
-2.99%INVESCO S&P 500 TOP 50 ETF
Shares92.0K
Event2026-03-31
Filed2026-04-07
IVV
11.31%ISHARES CORE S&P 500 ETF
Shares7.0K
Event2026-03-31
Filed2026-04-07
META
-23.65%META PLATFORMS INC CLASS CLASS A
Shares5.8K
Event2026-03-31
Filed2026-04-07
JIVE
37.94%JPMORGAN INTERNATIONAL VALUE ETF
Shares37.5K
Event2026-03-31
Filed2026-04-07
JGRO
0.87%JPMORGAN ACTIVE GROWTH ETF
Shares36.4K
Event2026-03-31
Filed2026-04-07
MSFT
-34.00%MICROSOFT CORP
Shares7.7K
Event2026-03-31
Filed2026-04-07
TCHP
8.76%T. ROWE PRICE BLUE CHIP GROWTH ETF
Shares63.6K
Event2026-03-31
Filed2026-04-07
AMZN
-2.92%AMAZON.COM INC
Shares13.3K
Event2026-03-31
Filed2026-04-07
DGRW
11.83%WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
Shares31.1K
Event2026-03-31
Filed2026-04-07
SPY
0.96%STATE STREET SPDR S&P 500 ETF TRUST
Shares3.9K
Event2026-03-31
Filed2026-04-07
IVW
5.38%ISHARES S&P 500 GROWTH ETF
Shares22.1K
Event2026-03-31
Filed2026-04-07
SCHG
7.54%SCHWAB U.S. LARGE-CAP GROWTH ETF
Shares81.9K
Event2026-03-31
Filed2026-04-07
COST
-1.37%COSTCO WHSL CORP NEW
Shares2.3K
Event2026-03-31
Filed2026-04-07
SOXX
6.05%ISHARES SEMICONDUCTOR ETF
Shares6.9K
Event2026-03-31
Filed2026-04-07
PLTR
13.29%PALANTIR TECHNOLOGIES INCLASS CLASS A
Shares15.3K
Event2026-03-31
Filed2026-04-07
BALT
10.24%INNOVATOR DEFINED WEALTHSHIELD ETF
Shares62.1K
Event2026-03-31
Filed2026-04-07
BERKSHIRE HATHAWAY CLASS B
0.48%BERKSHIRE HATHAWAY CLASS B
Shares4.2K
Event2026-03-31
Filed2026-04-07
QQQM
7.53%INVESCO NASDAQ 100 ETF
Shares8.1K
Event2026-03-31
Filed2026-04-07
IGM
3.96%ISHARES EXPANDED TECH SECTOR ETF
Shares15.1K
Event2026-03-31
Filed2026-04-07
SCHD
0.52%SCHWAB U.S. DIVIDEND EQUITY ETF
Shares58.3K
Event2026-03-31
Filed2026-04-07
CRWD
0.56%CROWDSTRIKE HLDGS INC CLASS A
Shares4.5K
Event2026-03-31
Filed2026-04-07
TSPA
2.82%T. ROWE PRICE US EQUITY RESEARCH ETF
Shares41.8K
Event2026-03-31
Filed2026-04-07
VFLO
-5.07%VICTORYSHARES FREE CASH FLOW ETF
Shares42.8K
Event2026-03-31
Filed2026-04-07
INVESCO QQQ TR
-21.08%INVESCO QQQ TR
Shares2.7K
Event2026-03-31
Filed2026-04-07
MU
34.70%MICRON TECHNOLOGY INC
Shares4.6K
Event2026-03-31
Filed2026-04-07
XMMO
8.63%INVESCO S & P MIDCAP MOMENTUM ETF
Shares10.6K
Event2026-03-31
Filed2026-04-07
SMH
19.23%VANECK SEMICONDUCTOR ETF
Shares3.7K
Event2026-03-31
Filed2026-04-07
MAGS
-43.95%ROUNDHILL MAGNIFICENT SEVEN ETF
Shares21.6K
Event2026-03-31
Filed2026-04-07
RDVI
12.61%FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
Shares48.9K
Event2026-03-31
Filed2026-04-07
JCPB
6.38%JPMORGAN CORE PLUS BOND ETF
Shares25.9K
Event2026-03-31
Filed2026-04-07
PSFF
9.48%PACER SWAN SOS FUND OF FUNDS ETF
Shares37.2K
Event2026-03-31
Filed2026-04-07
TSLA
-0.13%TESLA INC
Shares3.2K
Event2026-03-31
Filed2026-04-07
FFTY
18.23%INNOVATOR IBD 50 ETF
Shares35.4K
Event2026-03-31
Filed2026-04-07
AVLV
7.45%AVANTIS US LARGE CAP VALUE ETF
Shares14.4K
Event2026-03-31
Filed2026-04-07
FPX
10.43%FIRST TRUST US EQUITY OPPORTUNITIES ETF
Shares7.3K
Event2026-03-31
Filed2026-04-07
XTL
NewSTATE STREET SPDR S&P TELECOM ETF
Shares6.1K
Event2026-03-31
Filed2026-04-07
WM
-1.02%WASTE MGMT INC DEL
Shares4.9K
Event2026-03-31
Filed2026-04-07
IYW
-2.20%ISHARES U.S. TECHNOLOGY ETF
Shares6.0K
Event2026-03-31
Filed2026-04-07
TCAF
13.58%T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
Shares27.9K
Event2026-03-31
Filed2026-04-07
VGT
0.07%VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES
Shares1.4K
Event2026-03-31
Filed2026-04-07
JEPQ
9.87%JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
Shares17.3K
Event2026-03-31
Filed2026-04-07
VO
3.63%VANGUARD MID-CAP INDEX FUND ETF SHARES
Shares3.2K
Event2026-03-31
Filed2026-04-07
ALPHABET INC CLASS CLASS A
19.50%ALPHABET INC CLASS CLASS A
Shares3.1K
Event2026-03-31
Filed2026-04-07
INVESCO S&P 500 EQUAL WEIGHT ETF
5.66%INVESCO S&P 500 EQUAL WEIGHT ETF
Shares4.5K
Event2026-03-31
Filed2026-04-07
JSI
-5.84%JANUS HENDERSON SECURITIZED INCOME ETF
Shares14.4K
Event2026-03-31
Filed2026-04-07
VLU
0.42%STATE STREET SPDR S&P 1500 VALUE TILT ETF
Shares3.3K
Event2026-03-31
Filed2026-04-07
QTUM
19.73%DEFIANCE QUANTUM ETF
Shares6.5K
Event2026-03-31
Filed2026-04-07
PBW
142.93%INVESCO WILDERHILL CLEANENERGY ETF
Shares21.9K
Event2026-03-31
Filed2026-04-07
DGRO
-0.27%ISHARES CORE DIVIDEND GROWTH ETF
Shares9.8K
Event2026-03-31
Filed2026-04-07
XLK
-14.85%STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares5.1K
Event2026-03-31
Filed2026-04-07
MGV
0.55%VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES
Shares4.5K
Event2026-03-31
Filed2026-04-07
BROADCOM INC
0.19%BROADCOM INC
Shares2.1K
Event2026-03-31
Filed2026-04-07
XLF
0.75%STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Shares13.1K
Event2026-03-31
Filed2026-04-07
JPM
0.35%JPMORGAN CHASE & CO
Shares2.0K
Event2026-03-31
Filed2026-04-07
RSG
-3.54%REPUBLIC SVCS INC
Shares2.6K
Event2026-03-31
Filed2026-04-07
SDVY
20.45%FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
Shares14.4K
Event2026-03-31
Filed2026-04-07
SLV
-38.02%ISHARES SILVER TRUST
Shares8.2K
Event2026-03-31
Filed2026-04-07
SPMO
15.73%INVESCO S&P 500 MOMENTUMETF
Shares5.0K
Event2026-03-31
Filed2026-04-07
FLCV
104.85%FEDERATED HERMES MDT LARGE CAP VALUE ETF
Shares17.1K
Event2026-03-31
Filed2026-04-07
TGRW
0.00%T. ROWE PRICE GROWTH STOCK ETF
Shares13.2K
Event2026-03-31
Filed2026-04-07
CDC
0.58%VICTORYSHARES US EQ INCOME ENH VOL WTD IDX ETF
Shares7.5K
Event2026-03-31
Filed2026-04-07
ITOT
0.24%ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
Shares3.7K
Event2026-03-31
Filed2026-04-07
XLU
0.65%STATE STREET UTILITIES SELECT SECTOR SPDR ETF
Shares11.4K
Event2026-03-31
Filed2026-04-07
ILF
NewISHARES LATIN AMERICA 40ETF
Shares14.6K
Event2026-03-31
Filed2026-04-07
GFLW
7.61%VICTORYSHARES FREE CASH FLOW GROWTH ETF
Shares19.7K
Event2026-03-31
Filed2026-04-07
JEPI
1.93%JPMORGAN EQUITY PREMIUM INCOME ETF
Shares9.1K
Event2026-03-31
Filed2026-04-07
RTX
0.34%RTX CORP
Shares2.7K
Event2026-03-31
Filed2026-04-07
VYM
0.38%VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
Shares3.4K
Event2026-03-31
Filed2026-04-07
VNLA
0.77%JANUS HENDERSON SHORT DURATION INCOME ETF
Shares10.0K
Event2026-03-31
Filed2026-04-07
XOM
0.61%EXXON MOBIL CORP
Shares2.8K
Event2026-03-31
Filed2026-04-07
VTI
0.21%VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES
Shares1.4K
Event2026-03-31
Filed2026-04-07
IWY
0.06%ISHARES RUSSELL TOP 200 GROWTH ETF
Shares1.7K
Event2026-03-31
Filed2026-04-07
AIQ
8.30%GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
Shares8.7K
Event2026-03-31
Filed2026-04-07
VHT
0.35%VANGUARD HEALTH CARE INDEX FUND ETF SHARES
Shares1.4K
Event2026-03-31
Filed2026-04-07
MGK
0.10%VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES
Shares1.1K
Event2026-03-31
Filed2026-04-07
XMVM
0.63%INVESCO S & P MIDCAP VALUE WITH MOMENTUM ETF
Shares5.9K
Event2026-03-31
Filed2026-04-07
FULT
0.00%FULTON FINL CORP PA
Shares18.0K
Event2026-03-31
Filed2026-04-07
NVT
134000.00%NVENT ELEC PLC F
Shares2.7K
Event2026-03-31
Filed2026-04-07
IETC
-28.28%ISHARES U.S. TECH INDEPENDENCE FOCUSED ETF
Shares3.6K
Event2026-03-31
Filed2026-04-07
ALPHABET INC CLASS CLASS C
10.16%ALPHABET INC CLASS CLASS C
Shares1.1K
Event2026-03-31
Filed2026-04-07
NRG
46.25%NRG ENERGY INC
Shares2.1K
Event2026-03-31
Filed2026-04-07
VOE
0.43%VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES
Shares1.6K
Event2026-03-31
Filed2026-04-07
WDC
37.45%WESTERN DIGITAL CORP
Shares1.1K
Event2026-03-31
Filed2026-04-07
AVEM
1051.95%AVANTIS EMERGING MARKETSEQUITY ETF
Shares3.5K
Event2026-03-31
Filed2026-04-07
PAHC
NewPHIBRO ANIMAL HEALTH CORCLASS CLASS A
Shares5.2K
Event2026-03-31
Filed2026-04-07
VST
-38.95%VISTRA CORP
Shares1.9K
Event2026-03-31
Filed2026-04-07
CVX
0.63%CHEVRON CORP NEW
Shares1.3K
Event2026-03-31
Filed2026-04-07
TSM
11.35%TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
Shares736
Event2026-03-31
Filed2026-04-07
ESE
NewESCO TECHNOLOGIES INC
Shares873
Event2026-03-31
Filed2026-04-07
XLE
0.58%STATE STREET ENERGY SELECT SECTOR SPDR ETF
Shares4.0K
Event2026-03-31
Filed2026-04-07
GLTR
NewABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF
Shares1.1K
Event2026-03-31
Filed2026-04-07
AMD
11.68%ADVANCED MICRO DEVIC
Shares1.2K
Event2026-03-31
Filed2026-04-07
SCHV
2680.56%SCHWAB U.S. LARGE-CAP VALUE ETF
Shares8.0K
Event2026-03-31
Filed2026-04-07
V
0.00%VISA INC CLASS CLASS A
Shares712
Event2026-03-31
Filed2026-04-07
AVDE
94.13%AVANTIS INTERNATIONAL EQUITY ETF
Shares2.4K
Event2026-03-31
Filed2026-04-07
PNC
0.00%PNC FINL SERVICES
Shares941
Event2026-03-31
Filed2026-04-07
TDVG
0.33%T. ROWE PRICE DIVIDEND GROWTH ETF
Shares4.3K
Event2026-03-31
Filed2026-04-07
SCHF
583.00%SCHWAB INTERNATIONAL EQUITY ETF
Shares7.2K
Event2026-03-31
Filed2026-04-07
XSMO
37.72%INVESCO S & P SMLCP MOMENTM ETF
Shares2.3K
Event2026-03-31
Filed2026-04-07
RPV
0.41%INVESCO S&P 500 PURE VALUE ETF
Shares1.5K
Event2026-03-31
Filed2026-04-07
NOW
-55.29%SERVICENOW INC
Shares1.4K
Event2026-03-31
Filed2026-04-07
JTEK
284.20%JPMORGAN U.S. TECH LEADERS ETF
Shares1.8K
Event2026-03-31
Filed2026-04-07
SNDK
37.35%SANDISK CORP
Shares228
Event2026-03-31
Filed2026-04-07
VUG
0.00%VANGUARD GROWTH INDEX FUND ETF SHARES
Shares313
Event2026-03-31
Filed2026-04-07
MDY
1.43%STATE STREET SPDR S&P MIDCAP 400 ETF TRUST
Shares213
Event2026-03-31
Filed2026-04-07
ALAB
-29.78%ASTERA LABS INC
Shares1.2K
Event2026-03-31
Filed2026-04-07
UBND
422.89%VICTORYSHARES CORE PLUS BOND ETF
Shares5.9K
Event2026-03-31
Filed2026-04-07
MERCK & CO. INC.
0.10%MERCK & CO. INC.
Shares1.0K
Event2026-03-31
Filed2026-04-07
UBER
0.00%UBER TECHNOLOGIES INC
Shares1.7K
Event2026-03-31
Filed2026-04-07
SCHA
NewSCHWAB U.S. SMALL-CAP ETF
Shares4.2K
Event2026-03-31
Filed2026-04-07
IXUS
0.00%ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
Shares1.4K
Event2026-03-31
Filed2026-04-07
KO
0.00%THE COCA-COLA CO
Shares1.5K
Event2026-03-31
Filed2026-04-07
GARP
0.06%ISHARES MSCI USA QUALITYGARP ETF
Shares1.8K
Event2026-03-31
Filed2026-04-07
IGV
-25.17%ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
Shares1.4K
Event2026-03-31
Filed2026-04-07
VLO
0.00%VALERO ENERGY CORP NEW
Shares450
Event2026-03-31
Filed2026-04-07
SMLF
0.21%ISHARES U.S. SMALL-CAP EQUITY FACTOR ETF
Shares1.5K
Event2026-03-31
Filed2026-04-07
IWL
0.15%ISHARES RUSSELL TOP 200 ETF
Shares684
Event2026-03-31
Filed2026-04-07
ARM
0.00%ARM HLDGS PLC EQUITY A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS
Shares700
Event2026-03-31
Filed2026-04-07
XLC
0.32%STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
Shares941
Event2026-03-31
Filed2026-04-07
LYV
-13.32%LIVE NATION ENTMT INC
Shares683
Event2026-03-31
Filed2026-04-07
MTUM
0.00%ISHARES MSCI USA MOMENTUM FACTOR ETF
Shares432
Event2026-03-31
Filed2026-04-07
IXC
6.18%ISHARES GLOBAL ENERGY ETF
Shares1.7K
Event2026-03-31
Filed2026-04-07
JHMM
0.00%JOHN HANCOCK MULTIFACTORMID CAP ETF
Shares1.5K
Event2026-03-31
Filed2026-04-07
WCN
-25.00%WASTE CONNECTIONS INC F
Shares600
Event2026-03-31
Filed2026-04-07
IWR
0.10%ISHARES RUSSELL MID-CAP ETF
Shares997
Event2026-03-31
Filed2026-04-07
SCHE
NewSCHWAB EMERGING MARKETS EQUITY ETF
Shares2.9K
Event2026-03-31
Filed2026-04-07
VOOV
0.49%VANGUARD S&P 500 VALUE INDEX FUND ETF SHARES
Shares411
Event2026-03-31
Filed2026-04-07
VCR
-18.64%VANGUARD CONSUMER DISCRETIONARY INDEX FUNDETF SHARES
Shares227
Event2026-03-31
Filed2026-04-07
PEP
-1.92%PEPSICO INC
Shares511
Event2026-03-31
Filed2026-04-07
GE AEROSPACE
0.00%GE AEROSPACE
Shares278
Event2026-03-31
Filed2026-04-07
QCOM
0.00%QUALCOMM INC
Shares600
Event2026-03-31
Filed2026-04-07
PJUL
-2.47%INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY
Shares1.7K
Event2026-03-31
Filed2026-04-07
ABBV
-36.63%ABBVIE INC
Shares346
Event2026-03-31
Filed2026-04-07
PAAS
0.00%PAN AMERN SILVER CORP F
Shares1.3K
Event2026-03-31
Filed2026-04-07
AGG
-37.48%ISHARES CORE U.S. AGGREGATE BOND ETF
Shares719
Event2026-03-31
Filed2026-04-07
IBB
0.24%ISHARES BIOTECHNOLOGY ETF
Shares419
Event2026-03-31
Filed2026-04-07
HD
-46.85%HOME DEPOT INC
Shares211
Event2026-03-31
Filed2026-04-07
NEM
0.00%NEWMONT CORP
Shares637
Event2026-03-31
Filed2026-04-07
VTWO
0.29%VANGUARD RUSSELL 2000 INDEX FUND ETF SHARES
Shares687
Event2026-03-31
Filed2026-04-07
TFLO
-17.71%ISHARES TREASURY FLOATING RATE BOND ETF
Shares1.3K
Event2026-03-31
Filed2026-04-07
COWZ
0.98%PACER US CASH COWS 100 ETF
Shares1.0K
Event2026-03-31
Filed2026-04-07
VV
0.47%VANGUARD LARGE-CAP INDEXFUND ETF SHARES
Shares215
Event2026-03-31
Filed2026-04-07
IWF
0.00%ISHARES RUSSELL 1000 GROWTH ETF
Shares144
Event2026-03-31
Filed2026-04-07
INVESCO QQQ EQUAL WEIGHTETF
NewINVESCO QQQ EQUAL WEIGHTETF
Shares2.5K
Event2026-03-31
Filed2026-04-07
RSPT
0.15%INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
Shares1.4K
Event2026-03-31
Filed2026-04-07
VXUS
0.00%VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES
Shares793
Event2026-03-31
Filed2026-04-07
GEV
0.00%GE VERNOVA INC
Shares68
Event2026-03-31
Filed2026-04-07
LYNAS RARE EARTHS ORDF
0.00%LYNAS RARE EARTHS ORDF
Shares4.5K
Event2026-03-31
Filed2026-04-07
VB
-9.27%VANGUARD SMALL-CAP INDEXFUND ETF SHARES
Shares225
Event2026-03-31
Filed2026-04-07
USMV
0.32%ISHARES MSCI USA MIN VOLFACTOR ETF
Shares633
Event2026-03-31
Filed2026-04-07
SCHO
-24.84%SCHWAB SHORT-TERM U.S. TREASURY ETF
Shares2.4K
Event2026-03-31
Filed2026-04-07
AOM
0.00%ISHARES CORE 40/60 MODERATE ALLOCATION ETF
Shares1.2K
Event2026-03-31
Filed2026-04-07
VIG
43.58%VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES
Shares257
Event2026-03-31
Filed2026-04-07
IYG
0.31%ISHARES U.S. FINANCIAL SERVICES ETF
Shares650
Event2026-03-31
Filed2026-04-07
VOT
0.00%VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES
Shares200
Event2026-03-31
Filed2026-04-07
MGC
0.47%VANGUARD MEGA CAP INDEX FUND ETF SHARES
Shares214
Event2026-03-31
Filed2026-04-07
LIT
0.16%GLOBAL X LITHIUM & BATTERY TECH ETF
Shares633
Event2026-03-31
Filed2026-04-07
BSV
0.34%VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES
Shares596
Event2026-03-31
Filed2026-04-07
ENB FINL CORP
-47.53%ENB FINL CORP
Shares1.9K
Event2026-03-31
Filed2026-04-07
LGLV
0.39%STATE STREET SPDR US LARGE CAP LOW VOLATILITYINDEX ETF
Shares255
Event2026-03-31
Filed2026-04-07
SPYM
0.00%STATE STREET SPDR PORTFOLIO S&P 500 ETF
Shares559
Event2026-03-31
Filed2026-04-07
KOMP
NewSTATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF
Shares703
Event2026-03-31
Filed2026-04-07
DIA
0.00%STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGEETF TRUST
Shares87
Event2026-03-31
Filed2026-04-07
ACWX
0.00%ISHARES MSCI ACWI EX U.S. ETF
Shares581
Event2026-03-31
Filed2026-04-07
RECS
0.00%COLUMBIA RESEARCH ENHANCED CORE ETF
Shares1.0K
Event2026-03-31
Filed2026-04-07
DLN
0.45%WISDOMTREE U.S. LARGECAPDIVIDEND FUND
Shares442
Event2026-03-31
Filed2026-04-07
BMY
0.95%BRISTOL MYERS SQUIBB CO
Shares640
Event2026-03-31
Filed2026-04-07
IJK
0.26%ISHARES S&P MID-CAP 400 GROWTH ETF
Shares380
Event2026-03-31
Filed2026-04-07
TPLC
0.00%TIMOTHY PLAN US LARGE/ MID CAP CORE ETF
Shares817
Event2026-03-31
Filed2026-04-07
TECB
NewISHARES U.S. TECH BREAKTHROUGH MULTISECTORETF
Shares678
Event2026-03-31
Filed2026-04-07
JNJ
1.33%JOHNSON & JOHNSON
Shares152
Event2026-03-31
Filed2026-04-07
TSCO
-50.00%TRACTOR SUPPLY CO
Shares825
Event2026-03-31
Filed2026-04-07
AOR
0.00%ISHARES CORE 60/40 BALANCED ALLOCATION ETF
Shares578
Event2026-03-31
Filed2026-04-07
ARMN
NewARIS MNG CORP F
Shares2.0K
Event2026-03-31
Filed2026-04-07
VTV
0.54%VANGUARD VALUE INDEX FUND ETF SHARES
Shares185
Event2026-03-31
Filed2026-04-07
IAT
37.14%ISHARES U.S. REGIONAL BANKS ETF
Shares661
Event2026-03-31
Filed2026-04-07
PFG
NewPRINCIPAL FINL GROUP INC
Shares381
Event2026-03-31
Filed2026-04-07
SUPER MICRO COMPUTER INC
-51.64%SUPER MICRO COMPUTER INC
Shares1.5K
Event2026-03-31
Filed2026-04-07
OKLO
-18.40%OKLO INC CLASS A
Shares665
Event2026-03-31
Filed2026-04-07
FTC
0.00%FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND
Shares209
Event2026-03-31
Filed2026-04-07
IYM
NewISHARES U.S. BASIC MATERIALS ETF
Shares171
Event2026-03-31
Filed2026-04-07
GM
0.00%GENERAL MTRS CO
Shares400
Event2026-03-31
Filed2026-04-07
XMLV
0.86%INVESCO S&P MIDCAP LOW VOLATILITY ETF
Shares470
Event2026-03-31
Filed2026-04-07
SPMD
96.07%STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
Shares698
Event2026-03-31
Filed2026-04-07
TGRT
0.00%T. ROWE PRICE GROWTH ETF
Shares731
Event2026-03-31
Filed2026-04-07
NSC
0.00%NORFOLK SOUTHN CORP
Shares100
Event2026-03-31
Filed2026-04-07
IJJ
0.47%ISHARES S&P MID-CAP 400 VALUE ETF
Shares212
Event2026-03-31
Filed2026-04-07
UNH
-13.56%UNITEDHEALTH GROUP INC
Shares102
Event2026-03-31
Filed2026-04-07
AVUV
0.00%AVANTIS US SMALL CAP VALUE ETF
Shares246
Event2026-03-31
Filed2026-04-07
IVLU
NewISHARES EDGE MSCI INTL VALUE FACTOR ETF
Shares682
Event2026-03-31
Filed2026-04-07
IEFA
-41.50%ISHARES CORE MSCI EAFE ETF
Shares296
Event2026-03-31
Filed2026-04-07
FTLS
-19.40%FIRST TRUST LONG/SHORT EQUITY ETF
Shares374
Event2026-03-31
Filed2026-04-07
LAM RESH CORP
0.00%LAM RESH CORP
Shares120
Event2026-03-31
Filed2026-04-07
FEOE
2004.17%FIRST EAGLE OVERSEAS EQUITY ETF
Shares505
Event2026-03-31
Filed2026-04-07
IWM
0.00%ISHARES RUSSELL 2000 ETF
Shares98
Event2026-03-31
Filed2026-04-07
PLD
0.00%PROLOGIS INC REIT
Shares183
Event2026-03-31
Filed2026-04-07
ET
NewENERGY TRANSFER L P LP
Shares1.3K
Event2026-03-31
Filed2026-04-07
SCHM
NewSCHWAB U.S. MID-CAP ETF
Shares779
Event2026-03-31
Filed2026-04-07
SPSM
NewSTATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
Shares495
Event2026-03-31
Filed2026-04-07
IYT
0.32%ISHARES TRANSPORTATION AVERAGE ETF
Shares317
Event2026-03-31
Filed2026-04-07
MO
32.58%ALTRIA GROUP INC
Shares354
Event2026-03-31
Filed2026-04-07
EEM
556.45%ISHARES MSCI EMERGING MARKETS ETF
Shares407
Event2026-03-31
Filed2026-04-07
NFLX
-33.33%NETFLIX INC
Shares240
Event2026-03-31
Filed2026-04-07
BLACKSTONE INC
-13.79%BLACKSTONE INC
Shares200
Event2026-03-31
Filed2026-04-07
TDIV
0.00%FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
Shares245
Event2026-03-31
Filed2026-04-07
WMT
0.00%WALMART INC
Shares181
Event2026-03-31
Filed2026-04-07
VEA
0.00%VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES
Shares342
Event2026-03-31
Filed2026-04-07
MCD
0.00%MCDONALDS CORP
Shares70
Event2026-03-31
Filed2026-04-07
F
1.09%FORD MTR CO DEL
Shares1.9K
Event2026-03-31
Filed2026-04-07
CWS
0.00%ADVISORSHARES FOCUSED EQUITY ETF
Shares330
Event2026-03-31
Filed2026-04-07
XYZ
-22.22%BLOCK INC A CLASS CLASS A
Shares350
Event2026-03-31
Filed2026-04-07
IHI
-24.86%ISHARES U.S. MEDICAL DEVICES ETF
Shares390
Event2026-03-31
Filed2026-04-07
GLD
0.00%SPDR GOLD SHARES
Shares48
Event2026-03-31
Filed2026-04-07
IJR
48.60%ISHARES CORE S&P SMALL-CAP ETF
Shares159
Event2026-03-31
Filed2026-04-07
HELO
-93.72%JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
Shares302
Event2026-03-31
Filed2026-04-07
URTH
0.00%ISHARES MSCI WORLD ETF
Shares106
Event2026-03-31
Filed2026-04-07
BITWISE CRYPTO INDUSTRY INNOVATORS ETF
0.00%BITWISE CRYPTO INDUSTRY INNOVATORS ETF
Shares1.0K
Event2026-03-31
Filed2026-04-07
TRV
0.00%TRAVELERS COS INC
Shares64
Event2026-03-31
Filed2026-04-07
MDYG
NewSTATE STREET SPDR S&P 400 MID CAP GROWTH ETF
Shares194
Event2026-03-31
Filed2026-04-07
MDYV
NewSTATE STREET SPDR S&P 400 MID CAP VALUE ETF
Shares216
Event2026-03-31
Filed2026-04-07
EFA
320.00%ISHARES MSCI EAFE ETF
Shares189
Event2026-03-31
Filed2026-04-07
IWD
0.00%ISHARES RUSSELL 1000 VALUE ETF
Shares85
Event2026-03-31
Filed2026-04-07
XLV
0.00%STATE STREET HEALTH CARESELECT SECTOR SPDR ETF
Shares120
Event2026-03-31
Filed2026-04-07
WTAI
0.00%WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND
Shares612
Event2026-03-31
Filed2026-04-07
LINDE PLC F
0.00%LINDE PLC F
Shares34
Event2026-03-31
Filed2026-04-07
PANW
-87.62%PALO ALTO NETWORKS INC
Shares106
Event2026-03-31
Filed2026-04-07
PAVE
-20.72%GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
Shares329
Event2026-03-31
Filed2026-04-07
SOFI
0.00%SOFI TECHNOLOGIES INC
Shares1.0K
Event2026-03-31
Filed2026-04-07
CWST
NewCASELLA WASTE SYS INC CLASS CLASS A
Shares200
Event2026-03-31
Filed2026-04-07
PH
0.00%PARKER-HANNIFIN CORP
Shares17
Event2026-03-31
Filed2026-04-07
AMAT
0.00%APPLIED MATLS INC
Shares45
Event2026-03-31
Filed2026-04-07
BITWISE XRP ETF
0.00%BITWISE XRP ETF
Shares1.0K
Event2026-03-31
Filed2026-04-07
VONE
0.00%VANGUARD RUSSELL 1000 INDEX FUND ETF SHARES
Shares51
Event2026-03-31
Filed2026-04-07
CALF
0.92%PACER US SMALL CAP CASH COWS 100 ETF
Shares328
Event2026-03-31
Filed2026-04-07
PFE
0.78%PFIZER INC
Shares519
Event2026-03-31
Filed2026-04-07
SHW
NewSHERWIN-WILLIAMS CO
Shares44
Event2026-03-31
Filed2026-04-07
VYMI
0.00%VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
Shares151
Event2026-03-31
Filed2026-04-07
DFAS
0.00%DIMENSIONAL U.S. SMALL CAP ETF
Shares195
Event2026-03-31
Filed2026-04-07
OXY
0.48%OCCIDENTAL PETE CORP
Shares211
Event2026-03-31
Filed2026-04-07
DUKE ENERGY CORP NEW
0.00%DUKE ENERGY CORP NEW
Shares104
Event2026-03-31
Filed2026-04-07
VTWV
0.00%VANGUARD RUSSELL 2000 VALUE INDEX FUND ETF SHARES
Shares80
Event2026-03-31
Filed2026-04-07
LQD
-63.69%ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF
Shares122
Event2026-03-31
Filed2026-04-07
LGND
0.00%LIGAND PHARMACEUTICALS I
Shares66
Event2026-03-31
Filed2026-04-07
CCL
0.00%CARNIVAL CORP F
Shares500
Event2026-03-31
Filed2026-04-07
HOOD
-93.58%ROBINHOOD MKTS INC CLASS CLASS A
Shares185
Event2026-03-31
Filed2026-04-07
VCSH
NewVANGUARD SHORT TERM COR BD ETF
Shares159
Event2026-03-31
Filed2026-04-07
JPST
1.23%JPMORGAN ULTRA-SHORT INCOME ETF
Shares246
Event2026-03-31
Filed2026-04-07
VONG
0.00%VANGUARD RUSSELL 1000 GROWTH INDEX FUND ETF SHARES
Shares112
Event2026-03-31
Filed2026-04-07
SPOT
NewSPOTIFY TECHNOLOGY S A F
Shares25
Event2026-03-31
Filed2026-04-07
HSY
0.00%HERSHEY CO
Shares57
Event2026-03-31
Filed2026-04-07
XHE
0.00%STATE STREET SPDR S&P HEALTH CARE EQUIPMENT ETF
Shares150
Event2026-03-31
Filed2026-04-07
T
0.00%AT&T INC
Shares400
Event2026-03-31
Filed2026-04-07
VRT
-32.35%VERTIV HLDGS CO CLASS CLASS A
Shares46
Event2026-03-31
Filed2026-04-07
GENERAL DYNAMICS CORP
0.00%GENERAL DYNAMICS CORP
Shares32
Event2026-03-31
Filed2026-04-07
NDAQ
0.77%NASDAQ INC
Shares131
Event2026-03-31
Filed2026-04-07
BAI
0.00%ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
Shares334
Event2026-03-31
Filed2026-04-07
BJUL
0.00%INNOVATOR U.S. EQUITY BUFFER ETF - JULY
Shares217
Event2026-03-31
Filed2026-04-07
NOBL
-8.26%PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
Shares100
Event2026-03-31
Filed2026-04-07
NOC
0.00%NORTHROP GRUMMAN CORP
Shares15
Event2026-03-31
Filed2026-04-07
VZ
0.00%VERIZON COMMUNICATIONS I
Shares200
Event2026-03-31
Filed2026-04-07
MDLZ
0.00%MONDELEZ INTL INC CLASS A
Shares169
Event2026-03-31
Filed2026-04-07
BAC
0.00%BANK OF AMERICA CORP
Shares199
Event2026-03-31
Filed2026-04-07
HMY
0.00%HARMONY GOLD MNG LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS
Shares619
Event2026-03-31
Filed2026-04-07
FIRST HORIZON 6.5 PFDPFD SER E
0.00%FIRST HORIZON 6.5 PFDPFD SER E
Shares400
Event2026-03-31
Filed2026-04-07
IEMG
0.00%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares135
Event2026-03-31
Filed2026-04-07
DIS
0.00%DISNEY WALT CO
Shares95
Event2026-03-31
Filed2026-04-07
ARKX
NewARK SPACE & DEFENSE INNOVATION ETF
Shares313
Event2026-03-31
Filed2026-04-07
GIL
0.00%GILDAN ACTIVEWEAR INC FCLASS CLASS A
Shares153
Event2026-03-31
Filed2026-04-07
IWN
0.00%ISHARES RUSSELL 2000 VALUE ETF
Shares44
Event2026-03-31
Filed2026-04-07
BND
0.00%VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES
Shares113
Event2026-03-31
Filed2026-04-07
SCHH
NewSCHWAB U.S. REIT ETF
Shares386
Event2026-03-31
Filed2026-04-07
XLY
0.00%STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
Shares76
Event2026-03-31
Filed2026-04-07
BP
0.00%BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS
Shares172
Event2026-03-31
Filed2026-04-07
DVY
0.00%ISHARES SELECT DIVIDEND ETF
Shares53
Event2026-03-31
Filed2026-04-07
TXN
0.00%TEXAS INSTRS INC
Shares41
Event2026-03-31
Filed2026-04-07
RSPF
0.00%INVESCO S&PINVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF 500 EQUAL
Shares108
Event2026-03-31
Filed2026-04-07
VIS
0.00%VANGUARD INDUSTRIALS INDEX FUND ETF SHARES
Shares24
Event2026-03-31
Filed2026-04-07
FBTC
NewFIDELITY WISE ORIGIN BITCOIN FUND
Shares125
Event2026-03-31
Filed2026-04-07
CPNG
875.00%COUPANG INC CLASS CLASS A
Shares390
Event2026-03-31
Filed2026-04-07
MP
0.00%MP MATLS CORP CLASS CLASS A
Shares150
Event2026-03-31
Filed2026-04-07
OEF
0.00%ISHARES S&P 100 ETF
Shares22
Event2026-03-31
Filed2026-04-07
JAVA
0.00%JPMORGAN ACTIVE VALUE ETF
Shares95
Event2026-03-31
Filed2026-04-07
GBTC
0.00%GRAYSCALE BITCOIN TRUST ETF
Shares129
Event2026-03-31
Filed2026-04-07
ECAT
0.00%BLACKROCK ESG CAPITAL AL
Shares500
Event2026-03-31
Filed2026-04-07
GEHC
0.00%GE HEALTHCARE TECHNOLOGI
Shares92
Event2026-03-31
Filed2026-04-07
CVS
0.00%CVS HEALTH CORP
Shares91
Event2026-03-31
Filed2026-04-07
THE CIGNA GROUP
0.00%THE CIGNA GROUP
Shares24
Event2026-03-31
Filed2026-04-07
EA
0.00%ELECTRONIC ARTS INC
Shares30
Event2026-03-31
Filed2026-04-07
SIRIUSXM HLDGS INC EQUITCLASS EQUITY
0.00%SIRIUSXM HLDGS INC EQUITCLASS EQUITY
Shares270
Event2026-03-31
Filed2026-04-07
CARR
0.00%CARRIER GLOBAL CORP
Shares110
Event2026-03-31
Filed2026-04-07
NXPI
0.00%NXP SEMICONDUCTORS N V F
Shares31
Event2026-03-31
Filed2026-04-07
VDE
NewVANGUARD ENERGY INDEX FUND ETF SHARES
Shares32
Event2026-03-31
Filed2026-04-07
XLI
0.00%STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
Shares34
Event2026-03-31
Filed2026-04-07
NBET
NewNEUBERGER ENERGY TRANSITION & INFRASTRUCTURE ETF
Shares130
Event2026-03-31
Filed2026-04-07
VWO
-78.05%VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES
Shares99
Event2026-03-31
Filed2026-04-07
FVD
0.00%FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
Shares113
Event2026-03-31
Filed2026-04-07
INTC
0.00%INTEL CORP
Shares118
Event2026-03-31
Filed2026-04-07
FXI
0.00%ISHARES CHINA LARGE-CAP ETF
Shares143
Event2026-03-31
Filed2026-04-07
IJH
-50.00%ISHARES CORE S&P MID-CAPETF
Shares75
Event2026-03-31
Filed2026-04-07
CITIGROUP INC
0.00%CITIGROUP INC
Shares44
Event2026-03-31
Filed2026-04-07
IUSB
0.00%ISHARES CORE UNIVERSAL USD BOND ETF
Shares108
Event2026-03-31
Filed2026-04-07
SPEM
0.00%STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
Shares106
Event2026-03-31
Filed2026-04-07
STBA
0.00%S & T BANCORP INC
Shares118
Event2026-03-31
Filed2026-04-07
UPS
0.00%UNITED PARCEL SVC INC CLASS CLASS B
Shares50
Event2026-03-31
Filed2026-04-07
WCMI
NewFIRST TRUST WCM INTERNATIONAL EQUITY ETF
Shares277
Event2026-03-31
Filed2026-04-07
EMLP
0.00%FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
Shares106
Event2026-03-31
Filed2026-04-07
OMC
1.69%OMNICOM GROUP INC
Shares60
Event2026-03-31
Filed2026-04-07
SBUX
NewSTARBUCKS CORP
Shares50
Event2026-03-31
Filed2026-04-07
IBM
0.00%IBM CORP
Shares18
Event2026-03-31
Filed2026-04-07
COIN
NewCOINBASE GLOBAL INC CLASS CLASS A
Shares25
Event2026-03-31
Filed2026-04-07
LUV
0.89%SOUTHWEST AIRLS CO
Shares113
Event2026-03-31
Filed2026-04-07
OTIS
0.00%OTIS WORLDWIDE CORP
Shares55
Event2026-03-31
Filed2026-04-07
FNB
0.00%F N B CORP PA
Shares237
Event2026-03-31
Filed2026-04-07
AEM
0.00%AGNICO EAGLE MINES LTD F
Shares19
Event2026-03-31
Filed2026-04-07
DNLI
0.00%DENALI THERAPEUTICS INC
Shares200
Event2026-03-31
Filed2026-04-07
LULU
NewLULULEMON ATHLETICA INC
Shares25
Event2026-03-31
Filed2026-04-07
SCHB
0.00%SCHWAB U.S. BROAD MARKETETF
Shares128
Event2026-03-31
Filed2026-04-07
SKYY
0.00%FIRST TRUST CLOUD COMPUTING ETF
Shares28
Event2026-03-31
Filed2026-04-07
ORCL
0.00%ORACLE CORP
Shares20
Event2026-03-31
Filed2026-04-07
BIV
0.00%VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES
Shares37
Event2026-03-31
Filed2026-04-07
HIG-PG
0.00%THE HARTFORD INS 6 PFDPFD SER G
Shares115
Event2026-03-31
Filed2026-04-07
FDN
0.00%FIRST TRUST DOW JONES INTERNET INDEX FUND
Shares12
Event2026-03-31
Filed2026-04-07
JPM-PD
0.00%JPMORGAN CHAS 5.75 PFDPFD SER DD
Shares115
Event2026-03-31
Filed2026-04-07
WAB
0.00%WABTEC
Shares11
Event2026-03-31
Filed2026-04-07
WBD
0.00%WARNER BROS DISCOVERY INCLASS SERIES A
Shares99
Event2026-03-31
Filed2026-04-07
ARKF
0.00%ARK BLOCKCHAIN & FINTECHINNOVATION ETF
Shares70
Event2026-03-31
Filed2026-04-07
MET-PE
0.00%METLIFE INC 5.625 PFDPFD SER E
Shares114
Event2026-03-31
Filed2026-04-07
AGD
0.00%ABRDN GLOBAL DYNAMIC DIV
Shares216
Event2026-03-31
Filed2026-04-07
TE CONNECTIVITY PLC F
0.00%TE CONNECTIVITY PLC F
Shares11
Event2026-03-31
Filed2026-04-07
RSPM
0.00%INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF
Shares55
Event2026-03-31
Filed2026-04-07
PBR
0.00%PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS
Shares100
Event2026-03-31
Filed2026-04-07
WTRG
0.00%ESSENTIAL UTILS INC
Shares50
Event2026-03-31
Filed2026-04-07
SYY
0.00%SYSCO CORP
Shares28
Event2026-03-31
Filed2026-04-07
MEDTRONIC PLC F
0.00%MEDTRONIC PLC F
Shares23
Event2026-03-31
Filed2026-04-07
FSK
0.00%FS KKR CAPITAL CORP
Shares183
Event2026-03-31
Filed2026-04-07
CPRT
0.00%COPART INC
Shares54
Event2026-03-31
Filed2026-04-07
EWZS
0.00%ISHARES MSCI BRAZIL SMALL-CAP ETF
Shares110
Event2026-03-31
Filed2026-04-07
BAPR
0.00%INNOVATOR U.S. EQUITY BUFFER ETF - APRIL
Shares32
Event2026-03-31
Filed2026-04-07
FTSM
0.00%FIRST TRUST ENHANCED SHORT MATURITY ETF
Shares23
Event2026-03-31
Filed2026-04-07
LSAF
0.00%LEADERSHARESTM ALPHAFACTOR US CORE EQUITY ETF
Shares29
Event2026-03-31
Filed2026-04-07
JCI
0.00%JOHNSON CONTROLS INT F
Shares10
Event2026-03-31
Filed2026-04-07
LEN
0.00%LENNAR CORP CLASS A
Shares15
Event2026-03-31
Filed2026-04-07
KHC
0.00%KRAFT HEINZ CO
Shares56
Event2026-03-31
Filed2026-04-07
CYBERLOQ TECHNOLOGIES IN
0.00%CYBERLOQ TECHNOLOGIES IN
Shares8.6K
Event2026-03-31
Filed2026-04-07
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
0.00%UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
Shares20
Event2026-03-31
Filed2026-04-07
VAW
0.00%VANGUARD MATERIALS INDEXFUND ETF SHARES
Shares5
Event2026-03-31
Filed2026-04-07
TMUS
0.00%T-MOBILE US INC
Shares5
Event2026-03-31
Filed2026-04-07
BROS
0.00%DUTCH BROS INC CLASS A
Shares20
Event2026-03-31
Filed2026-04-07
CRON
0.00%CRONOS GROUP INC F
Shares396
Event2026-03-31
Filed2026-04-07
LSAT
0.00%LEADERSHARES ALPHAFACTORTACTICAL FOCUSED ETF
Shares22
Event2026-03-31
Filed2026-04-07
FPF
0.00%FIRST TRUST INTER DUR PR
Shares46
Event2026-03-31
Filed2026-04-07
QD
0.00%HIGH TEMPLAR TECH FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS
Shares400
Event2026-03-31
Filed2026-04-07
GRAYSCALE BITCOIN MINI TRUST ETF
0.00%GRAYSCALE BITCOIN MINI TRUST ETF
Shares25
Event2026-03-31
Filed2026-04-07
TLT
0.00%ISHARES 20 YEAR TREASURY BOND ETF
Shares8
Event2026-03-31
Filed2026-04-07
ORIGIN MATLS INC CLASS CLASS A
NewORIGIN MATLS INC CLASS CLASS A
Shares284
Event2026-03-31
Filed2026-04-07
OGN
0.00%ORGANON & CO
Shares98
Event2026-03-31
Filed2026-04-07
OPEN
NewOPENDOOR TECHNOLOGIES INCLASS CLASS A
Shares120
Event2026-03-31
Filed2026-04-07
OABI
0.00%OMNIAB INC
Shares323
Event2026-03-31
Filed2026-04-07
RIG
0.00%TRANSOCEAN LTD F
Shares57
Event2026-03-31
Filed2026-04-07
MSOS
0.00%ADVISORSHARES PURE US CANNABIS ETF
Shares104
Event2026-03-31
Filed2026-04-07
MASI
0.00%MASIMO CORP
Shares2
Event2026-03-31
Filed2026-04-07
AXP
-94.12%AMERICAN EXPRESS CO
Shares1
Event2026-03-31
Filed2026-04-07
KD
0.00%KYNDRYL HLDGS INC
Shares23
Event2026-03-31
Filed2026-04-07
ADBE
0.00%ADOBE INC
Shares1
Event2026-03-31
Filed2026-04-07
UNITI GROUP INC NEW
0.00%UNITI GROUP INC NEW
Shares25
Event2026-03-31
Filed2026-04-07
SNAP
-97.53%SNAP INC CLASS CLASS A
Shares50
Event2026-03-31
Filed2026-04-07
ICLN
0.00%ISHARES GLOBAL CLEAN ENERGY ETF
Shares12
Event2026-03-31
Filed2026-04-07
TACK
0.00%FAIRLEAD TACTICAL SECTORFUND
Shares7
Event2026-03-31
Filed2026-04-07
MRP
0.00%MILLROSE PPTYS INC CLASS A
Shares7
Event2026-03-31
Filed2026-04-07
PNR
0.00%PENTAIR PLC F
Shares2
Event2026-03-31
Filed2026-04-07
OKTA
0.00%OKTA INC CLASS A
Shares2
Event2026-03-31
Filed2026-04-07
WRAP
0.00%WRAP TECHNOLOGIES INC
Shares100
Event2026-03-31
Filed2026-04-07
LUCID GROUP INC
0.00%LUCID GROUP INC
Shares15
Event2026-03-31
Filed2026-04-07
THE MAGNUM ICE CREAM C F
0.00%THE MAGNUM ICE CREAM C F
Shares4
Event2026-03-31
Filed2026-04-07
PSTG
0.00%EVERPURE INC CLASS A
Shares1
Event2026-03-31
Filed2026-04-07
CANOPY GROWTH CORP F
0.00%CANOPY GROWTH CORP F
Shares43
Event2026-03-31
Filed2026-04-07
AMC ENTMT HLDGS INC CLASS CLASS A
0.00%AMC ENTMT HLDGS INC CLASS CLASS A
Shares21
Event2026-03-31
Filed2026-04-07
BIT ORIGIN LTD FCLASS A
NewBIT ORIGIN LTD FCLASS A
Shares8
Event2026-03-31
Filed2026-04-07
AMMPOWER CORP F
0.00%AMMPOWER CORP F
Shares1.5K
Event2026-03-31
Filed2026-04-07
OPENDOOR TECHNOLO 26 WTSWARRANTS EXP 11/20/26
NewOPENDOOR TECHNOLO 26 WTSWARRANTS EXP 11/20/26
Shares4
Event2026-03-31
Filed2026-04-07
FRCB
0.00%FIRST REP BK SAN FRA
Shares1.6K
Event2026-03-31
Filed2026-04-07
OPENDOOR TECHNOLO 26 WTSWARRANTS EXP 11/20/26
NewOPENDOOR TECHNOLO 26 WTSWARRANTS EXP 11/20/26
Shares4
Event2026-03-31
Filed2026-04-07
OPENDOOR TECHNOLO 26 WTSWARRANTS EXP 11/20/26
NewOPENDOOR TECHNOLO 26 WTSWARRANTS EXP 11/20/26
Shares4
Event2026-03-31
Filed2026-04-07
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available