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


Currently, Concurrent Investment Advisors, LLC holds 1851 types of securities in its portfolio with a total value $9.2B. In the most recent quarter, they have increased their positions in FTSM (+2.5M shares, valued at $151.5M), BIL (+1.5M shares, valued at $136.1M), GLD (+108.1K shares, valued at $46.5M); decreased their positions in N/A (-2.2M shares, valued at $192.3M), SPY (-54.7K shares, valued at $35.6M), IWV (-85.7K shares, valued at $31.8M); initiated new positions in CTA (+1.5M shares, valued at $44.3M), DFIC (+650.3K shares, valued at $23.1M), DFEM (+507.4K shares, valued at $17.5M).


1M P&L
+223.3M+2.57%
3M P&L
-267.0M-2.91%
HY P&L
+137.3M+1.56%

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/A4.7B
56.9%
2Semiconductors356.9M
4.3%
3Software - Infrastructure314.0M
3.8%

Top Industries by Stock Count

1N/A834 stocks
47.5%
2Banks - Regional47 stocks
2.7%
3Biotechnology37 stocks
2.1%
Stock Holdings
AAPL
APPLE INC
2.44%
Shares1.1M
Event2026-03-31
Filed2026-04-21
NVDA
NVIDIA CORPORATION
-0.62%
Shares1.4M
Event2026-03-31
Filed2026-04-21
MSFT
MICROSOFT CORP
3.54%
Shares581.0K
Event2026-03-31
Filed2026-04-21
VANGUARD INDEX FDS
VANGUARD INDEX FDS
19.66%
Shares344.1K
Event2026-03-31
Filed2026-04-21
BIL
SPDR SERIES TRUST
697.27%
Shares1.7M
Event2026-03-31
Filed2026-04-21
FTSM
FIRST TR EXCHANGE-TRADED FD
4481.04%
Shares2.6M
Event2026-03-31
Filed2026-04-21
AMZN
AMAZON COM INC
1.63%
Shares656.4K
Event2026-03-31
Filed2026-04-21
SPY
STATE STR SPDR S&P 500 ETF T
-22.30%
Shares190.6K
Event2026-03-31
Filed2026-04-21
ALPHABET INC
ALPHABET INC
-1.66%
Shares377.7K
Event2026-03-31
Filed2026-04-21
GLD
SPDR GOLD TR
77.66%
Shares247.2K
Event2026-03-31
Filed2026-04-21
IVV
ISHARES TR
9.33%
Shares160.9K
Event2026-03-31
Filed2026-04-21
BROADCOM INC
BROADCOM INC
5.69%
Shares273.0K
Event2026-03-31
Filed2026-04-21
INVESCO QQQ TR
INVESCO QQQ TR
-25.46%
Shares141.5K
Event2026-03-31
Filed2026-04-21
WMT
WALMART INC
-3.59%
Shares644.2K
Event2026-03-31
Filed2026-04-21
ALPHABET INC
ALPHABET INC
-5.77%
Shares262.2K
Event2026-03-31
Filed2026-04-21
META
META PLATFORMS INC
-4.30%
Shares127.9K
Event2026-03-31
Filed2026-04-21
JPM
JPMORGAN CHASE & CO
2.55%
Shares242.7K
Event2026-03-31
Filed2026-04-21
LMBS
FIRST TR EXCHANGE-TRADED FD
17.97%
Shares1.4M
Event2026-03-31
Filed2026-04-21
VTV
VANGUARD INDEX FDS
3.94%
Shares343.5K
Event2026-03-31
Filed2026-04-21
IEFA
ISHARES TR
40.73%
Shares708.1K
Event2026-03-31
Filed2026-04-21
FBND
FIDELITY MERRIMACK STR TR
302.46%
Shares1.3M
Event2026-03-31
Filed2026-04-21
VTI
VANGUARD INDEX FDS
3.74%
Shares175.4K
Event2026-03-31
Filed2026-04-21
VUG
VANGUARD INDEX FDS
3.33%
Shares127.4K
Event2026-03-31
Filed2026-04-21
XLK
SELECT SECTOR SPDR TR
3.80%
Shares409.8K
Event2026-03-31
Filed2026-04-21
BOND
PIMCO ETF TR
1.57%
Shares566.9K
Event2026-03-31
Filed2026-04-21
VWO
VANGUARD INTL EQUITY INDEX F
6.52%
Shares945.8K
Event2026-03-31
Filed2026-04-21
JNJ
JOHNSON & JOHNSON
-4.61%
Shares196.8K
Event2026-03-31
Filed2026-04-21
XOM
EXXON MOBIL CORP
2.82%
Shares283.4K
Event2026-03-31
Filed2026-04-21
IJR
ISHARES TR
4.98%
Shares377.0K
Event2026-03-31
Filed2026-04-21
CTA
SIMPLIFY EXCHANGE TRADED FUN
New
Shares1.5M
Event2026-03-31
Filed2026-04-21
IEMG
ISHARES INC
30.34%
Shares618.5K
Event2026-03-31
Filed2026-04-21
FTCS
FIRST TR EXCHANGE-TRADED FD
-2.06%
Shares460.6K
Event2026-03-31
Filed2026-04-21
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-11.04%
Shares85.9K
Event2026-03-31
Filed2026-04-21
VIG
VANGUARD SPECIALIZED FUNDS
1.94%
Shares190.6K
Event2026-03-31
Filed2026-04-21
AGG
ISHARES TR
16.69%
Shares412.1K
Event2026-03-31
Filed2026-04-21
BAC
BANK AMERICA CORP
2.06%
Shares836.0K
Event2026-03-31
Filed2026-04-21
CGGR
CAPITAL GROUP GROWTH ETF
-18.59%
Shares1.0M
Event2026-03-31
Filed2026-04-21
HD
HOME DEPOT INC
3.01%
Shares123.6K
Event2026-03-31
Filed2026-04-21
IWD
ISHARES TR
5.88%
Shares189.6K
Event2026-03-31
Filed2026-04-21
CGDV
CAPITAL GROUP DIVIDEND VALUE
-7.22%
Shares951.6K
Event2026-03-31
Filed2026-04-21
MU
MICRON TECHNOLOGY INC
-22.25%
Shares118.9K
Event2026-03-31
Filed2026-04-21
LLY
ELI LILLY & CO
5.98%
Shares42.8K
Event2026-03-31
Filed2026-04-21
TLT
ISHARES TR
-16.39%
Shares448.2K
Event2026-03-31
Filed2026-04-21
SPYM
SPDR SERIES TRUST
43.87%
Shares505.4K
Event2026-03-31
Filed2026-04-21
EFA
ISHARES TR
-7.95%
Shares382.0K
Event2026-03-31
Filed2026-04-21
IJH
ISHARES TR
2.66%
Shares538.8K
Event2026-03-31
Filed2026-04-21
SMH
VANECK ETF TRUST
-6.85%
Shares88.7K
Event2026-03-31
Filed2026-04-21
FV
FIRST TR EXCHANGE TRADED FD
-0.62%
Shares562.4K
Event2026-03-31
Filed2026-04-21
ABBV
ABBVIE INC
-0.91%
Shares156.1K
Event2026-03-31
Filed2026-04-21
CVX
CHEVRON CORPORATION
10.31%
Shares162.6K
Event2026-03-31
Filed2026-04-21
SPYG
SPDR SERIES TRUST
3.92%
Shares324.2K
Event2026-03-31
Filed2026-04-21
IVW
ISHARES TR
-38.14%
Shares280.0K
Event2026-03-31
Filed2026-04-21
ISHARES GOLD TR
ISHARES GOLD TR
-86.06%
Shares353.2K
Event2026-03-31
Filed2026-04-21
MERCK & CO INC
MERCK & CO INC
8.85%
Shares254.1K
Event2026-03-31
Filed2026-04-21
TSLA
TESLA INC
-2.65%
Shares82.1K
Event2026-03-31
Filed2026-04-21
V
VISA INC
-9.96%
Shares98.3K
Event2026-03-31
Filed2026-04-21
XLF
SELECT SECTOR SPDR TR
1.52%
Shares598.5K
Event2026-03-31
Filed2026-04-21
PLTR
PALANTIR TECHNOLOGIES INC
2.23%
Shares198.7K
Event2026-03-31
Filed2026-04-21
KO
COCA COLA CO
8.50%
Shares381.2K
Event2026-03-31
Filed2026-04-21
CAT
CATERPILLAR INC
7.93%
Shares40.7K
Event2026-03-31
Filed2026-04-21
QQQM
INVESCO EXCH TRADED FD TR II
56.85%
Shares121.3K
Event2026-03-31
Filed2026-04-21
CSCO
CISCO SYS INC
2.30%
Shares368.9K
Event2026-03-31
Filed2026-04-21
SCHG
SCHWAB STRATEGIC TR
-1.49%
Shares974.9K
Event2026-03-31
Filed2026-04-21
VZ
VERIZON COMMUNICATIONS INC
7.04%
Shares565.7K
Event2026-03-31
Filed2026-04-21
DYNF
BLACKROCK ETF TRUST
41.36%
Shares486.8K
Event2026-03-31
Filed2026-04-21
IWM
ISHARES TR
0.04%
Shares112.7K
Event2026-03-31
Filed2026-04-21
VCIT
VANGUARD SCOTTSDALE FDS
5.42%
Shares330.0K
Event2026-03-31
Filed2026-04-21
VEA
VANGUARD TAX-MANAGED FDS
-1.76%
Shares420.2K
Event2026-03-31
Filed2026-04-21
IWF
ISHARES TR
-0.04%
Shares61.4K
Event2026-03-31
Filed2026-04-21
PG
PROCTER & GAMBLE CO
9.78%
Shares179.3K
Event2026-03-31
Filed2026-04-21
TOTL
SSGA ACTIVE ETF TR
11.27%
Shares648.4K
Event2026-03-31
Filed2026-04-21
MOAT
VANECK ETF TRUST
4.23%
Shares265.6K
Event2026-03-31
Filed2026-04-21
IVE
ISHARES TR
4.75%
Shares119.0K
Event2026-03-31
Filed2026-04-21
VYM
VANGUARD WHITEHALL FDS
-9.49%
Shares163.6K
Event2026-03-31
Filed2026-04-21
IEF
ISHARES TR
13.64%
Shares253.7K
Event2026-03-31
Filed2026-04-21
NEE
NEXTERA ENERGY INC
16.03%
Shares258.9K
Event2026-03-31
Filed2026-04-21
EFV
ISHARES TR
129.99%
Shares322.1K
Event2026-03-31
Filed2026-04-21
DGRW
WISDOMTREE TR
-22.39%
Shares272.6K
Event2026-03-31
Filed2026-04-21
SPYV
SPDR SERIES TRUST
-6.11%
Shares421.8K
Event2026-03-31
Filed2026-04-21
ORCL
ORACLE CORP
-3.34%
Shares160.1K
Event2026-03-31
Filed2026-04-21
CB
CHUBB LTD SWITZ
5.12%
Shares71.3K
Event2026-03-31
Filed2026-04-21
DFIC
DIMENSIONAL ETF TRUST
New
Shares650.3K
Event2026-03-31
Filed2026-04-21
RDVY
FIRST TR EXCHANGE TRADED FD
2.79%
Shares337.5K
Event2026-03-31
Filed2026-04-21
QUAL
ISHARES TR
5.84%
Shares117.6K
Event2026-03-31
Filed2026-04-21
AVUV
AMERICAN CENTY ETF TR
59.77%
Shares203.4K
Event2026-03-31
Filed2026-04-21
IWR
ISHARES TR
4.56%
Shares230.6K
Event2026-03-31
Filed2026-04-21
XLC
SELECT SECTOR SPDR TR
14.60%
Shares200.3K
Event2026-03-31
Filed2026-04-21
XLV
SELECT SECTOR SPDR TR
9.25%
Shares149.1K
Event2026-03-31
Filed2026-04-21
GS
GOLDMAN SACHS GROUP INC
-13.04%
Shares25.7K
Event2026-03-31
Filed2026-04-21
MCD
MCDONALDS CORP
7.37%
Shares69.9K
Event2026-03-31
Filed2026-04-21
NFLX
NETFLIX INC.
-3.06%
Shares223.7K
Event2026-03-31
Filed2026-04-21
CME
CME GROUP INC
5.16%
Shares72.0K
Event2026-03-31
Filed2026-04-21
MGK
VANGUARD WORLD FD
-39.97%
Shares55.2K
Event2026-03-31
Filed2026-04-21
IUSB
ISHARES TR
28.42%
Shares437.3K
Event2026-03-31
Filed2026-04-21
UBER
UBER TECHNOLOGIES INC
11.17%
Shares279.6K
Event2026-03-31
Filed2026-04-21
MA
MASTERCARD INCORPORATED
11.30%
Shares40.0K
Event2026-03-31
Filed2026-04-21
DBMF
LITMAN GREGORY FDS TR
1304.64%
Shares661.1K
Event2026-03-31
Filed2026-04-21
COST
COSTCO WHOLESALE CORPORATION
-6.88%
Shares19.8K
Event2026-03-31
Filed2026-04-21
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
3.26%
Shares102.7K
Event2026-03-31
Filed2026-04-21
XLE
SELECT SECTOR SPDR TR
185.38%
Shares321.9K
Event2026-03-31
Filed2026-04-21
CGBL
CAPITAL GROUP CORE BALANCED
-32.12%
Shares572.9K
Event2026-03-31
Filed2026-04-21
VIOV
VANGUARD ADMIRAL FDS INC
7.78%
Shares192.7K
Event2026-03-31
Filed2026-04-21
USFR
WISDOMTREE TR
7.53%
Shares388.8K
Event2026-03-31
Filed2026-04-21
FENI
FIDELITY COVINGTON TRUST
23.65%
Shares525.8K
Event2026-03-31
Filed2026-04-21
IBM
INTERNATIONAL BUSINESS MACHS
-3.73%
Shares80.4K
Event2026-03-31
Filed2026-04-21
MPC
MARATHON PETE CORP
9.63%
Shares79.7K
Event2026-03-31
Filed2026-04-21
COWZ
PACER FDS TR
10.15%
Shares303.3K
Event2026-03-31
Filed2026-04-21
SHY
ISHARES TR
-12.26%
Shares228.0K
Event2026-03-31
Filed2026-04-21
XLP
SELECT SECTOR SPDR TR
8.66%
Shares228.1K
Event2026-03-31
Filed2026-04-21
GEV
GE VERNOVA INC
7.01%
Shares21.2K
Event2026-03-31
Filed2026-04-21
OMFL
INVESCO EXCH TRD SLF IDX FD
138.98%
Shares306.1K
Event2026-03-31
Filed2026-04-21
VGT
VANGUARD WORLD FD
-3.21%
Shares26.2K
Event2026-03-31
Filed2026-04-21
IUSG
ISHARES TR
2.71%
Shares117.1K
Event2026-03-31
Filed2026-04-21
PEP
PEPSICO INC
2.15%
Shares115.8K
Event2026-03-31
Filed2026-04-21
SPTS
SPDR SERIES TRUST
4.94%
Shares615.4K
Event2026-03-31
Filed2026-04-21
VO
VANGUARD INDEX FDS
2.20%
Shares62.4K
Event2026-03-31
Filed2026-04-21
AMD
ADVANCED MICRO DEVICES INC
-6.20%
Shares87.3K
Event2026-03-31
Filed2026-04-21
RTX
RTX CORPORATION
-18.87%
Shares91.7K
Event2026-03-31
Filed2026-04-21
LAM RESEARCH CORP
LAM RESEARCH CORP
5.75%
Shares82.2K
Event2026-03-31
Filed2026-04-21
DFEM
DIMENSIONAL ETF TRUST
New
Shares507.4K
Event2026-03-31
Filed2026-04-21
DIA
STATE STR SPDR DOW JONES IND
-4.10%
Shares37.2K
Event2026-03-31
Filed2026-04-21
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares24
Event2026-03-31
Filed2026-04-21
SGOV
ISHARES TR
232.69%
Shares170.8K
Event2026-03-31
Filed2026-04-21
FVD
FIRST TR EXCHANGE-TRADED FD
-12.55%
Shares365.5K
Event2026-03-31
Filed2026-04-21
XLU
SELECT SECTOR SPDR TR
31.09%
Shares372.6K
Event2026-03-31
Filed2026-04-21
VB
VANGUARD INDEX FDS
-1.09%
Shares63.1K
Event2026-03-31
Filed2026-04-21
JCI
JOHNSON CONTROLS INTERNATION
1.48%
Shares124.5K
Event2026-03-31
Filed2026-04-21
IUSV
ISHARES TR
1.95%
Shares158.6K
Event2026-03-31
Filed2026-04-21
AVEM
AMERICAN CENTY ETF TR
New
Shares198.4K
Event2026-03-31
Filed2026-04-21
JAAA
JANUS DETROIT STR TR
2.33%
Shares314.4K
Event2026-03-31
Filed2026-04-21
AMGN
AMGEN INC
10.60%
Shares43.1K
Event2026-03-31
Filed2026-04-21
CAPITAL GROUP EQUITY ETF TR
CAPITAL GROUP EQUITY ETF TR
New
Shares559.2K
Event2026-03-31
Filed2026-04-21
TJX
TJX COS INC NEW
2.25%
Shares92.1K
Event2026-03-31
Filed2026-04-21
OKE
ONEOK INC NEW
10.22%
Shares162.4K
Event2026-03-31
Filed2026-04-21
BSV
VANGUARD BD INDEX FDS
10.86%
Shares184.0K
Event2026-03-31
Filed2026-04-21
GE AEROSPACE
GE AEROSPACE
-24.03%
Shares51.3K
Event2026-03-31
Filed2026-04-21
EATON CORP PLC
EATON CORP PLC
-3.95%
Shares40.1K
Event2026-03-31
Filed2026-04-21
AVDE
AMERICAN CENTY ETF TR
77.55%
Shares167.3K
Event2026-03-31
Filed2026-04-21
LHX
L3HARRIS TECHNOLOGIES INC
4.53%
Shares41.1K
Event2026-03-31
Filed2026-04-21
TFC
TRUIST FINL CORP
14.47%
Shares307.6K
Event2026-03-31
Filed2026-04-21
PANW
PALO ALTO NETWORKS INC
13.85%
Shares88.2K
Event2026-03-31
Filed2026-04-21
FNDE
SCHWAB STRATEGIC TR
130.61%
Shares367.5K
Event2026-03-31
Filed2026-04-21
VTEB
VANGUARD MUN BD FDS
31.16%
Shares281.3K
Event2026-03-31
Filed2026-04-21
RWL
INVESCO EXCH TRADED FD TR II
270.80%
Shares121.3K
Event2026-03-31
Filed2026-04-21
BLACKSTONE INC
BLACKSTONE INC
7.49%
Shares120.9K
Event2026-03-31
Filed2026-04-21
URI
UNITED RENTALS INC
38.53%
Shares19.0K
Event2026-03-31
Filed2026-04-21
DFAI
DIMENSIONAL ETF TRUST
10.78%
Shares354.8K
Event2026-03-31
Filed2026-04-21
DFAC
DIMENSIONAL ETF TRUST
726.38%
Shares352.5K
Event2026-03-31
Filed2026-04-21
DBEF
DBX ETF TR
1.09%
Shares276.1K
Event2026-03-31
Filed2026-04-21
AVUS
AMERICAN CENTY ETF TR
New
Shares122.6K
Event2026-03-31
Filed2026-04-21
CRWD
CROWDSTRIKE HLDGS INC
7.25%
Shares34.7K
Event2026-03-31
Filed2026-04-21
BAI
BLACKROCK ETF TRUST
86.09%
Shares409.7K
Event2026-03-31
Filed2026-04-21
BBRE
J P MORGAN EXCHANGE TRADED F
New
Shares140.2K
Event2026-03-31
Filed2026-04-21
BINC
BLACKROCK ETF TRUST II
36.37%
Shares256.4K
Event2026-03-31
Filed2026-04-21
VGSH
VANGUARD SCOTTSDALE FDS
-23.79%
Shares226.6K
Event2026-03-31
Filed2026-04-21
BA
BOEING CO
-6.09%
Shares66.6K
Event2026-03-31
Filed2026-04-21
PFE
PFIZER INC
8.96%
Shares470.4K
Event2026-03-31
Filed2026-04-21
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-15.15%
Shares38.7K
Event2026-03-31
Filed2026-04-21
HON
HONEYWELL INTL INC
1.01%
Shares57.3K
Event2026-03-31
Filed2026-04-21
FTSL
FIRST TR EXCHANGE-TRADED FD
-8.77%
Shares286.3K
Event2026-03-31
Filed2026-04-21
LMT
LOCKHEED MARTIN CORP
-0.20%
Shares21.0K
Event2026-03-31
Filed2026-04-21
XLY
SELECT SECTOR SPDR TR
9.31%
Shares115.5K
Event2026-03-31
Filed2026-04-21
LOW
LOWES COS INC
-2.65%
Shares53.1K
Event2026-03-31
Filed2026-04-21
BMY
BRISTOL-MYERS SQUIBB CO
19.13%
Shares203.9K
Event2026-03-31
Filed2026-04-21
MINT
PIMCO ETF TR
70.99%
Shares122.1K
Event2026-03-31
Filed2026-04-21
VRIG
INVESCO ACTIVELY MANAGED EXC
129.07%
Shares485.7K
Event2026-03-31
Filed2026-04-21
UPS
UNITED PARCEL SVCS INC
11.86%
Shares121.8K
Event2026-03-31
Filed2026-04-21
NEAR
ISHARES U S ETF TR
38.50%
Shares234.8K
Event2026-03-31
Filed2026-04-21
JAVA
J P MORGAN EXCHANGE TRADED F
14.62%
Shares166.0K
Event2026-03-31
Filed2026-04-21
ABT
ABBOTT LABORATORIES
29.05%
Shares114.6K
Event2026-03-31
Filed2026-04-21
PSX
PHILLIPS 66
13.83%
Shares64.5K
Event2026-03-31
Filed2026-04-21
IEI
ISHARES TR
41.55%
Shares98.8K
Event2026-03-31
Filed2026-04-21
XLI
SELECT SECTOR SPDR TR
17.20%
Shares72.4K
Event2026-03-31
Filed2026-04-21
DHIL
DIAMOND HILL INVT GROUP INC
0.00%
Shares67.6K
Event2026-03-31
Filed2026-04-21
LGOV
FIRST TR EXCHANGE-TRADED FD
-5.08%
Shares536.3K
Event2026-03-31
Filed2026-04-21
CITIGROUP INC
CITIGROUP INC
-1.77%
Shares101.5K
Event2026-03-31
Filed2026-04-21
COP
CONOCOPHILLIPS
0.96%
Shares87.0K
Event2026-03-31
Filed2026-04-21
GSY
INVESCO ACTIVELY MANAGED EXC
21.55%
Shares228.4K
Event2026-03-31
Filed2026-04-21
DAL
DELTA AIR LINES INC
-2.35%
Shares171.3K
Event2026-03-31
Filed2026-04-21
VKTX
VIKING THERAPEUTICS INC
23.74%
Shares347.8K
Event2026-03-31
Filed2026-04-21
VOOG
VANGUARD ADMIRAL FDS INC
347.50%
Shares27.5K
Event2026-03-31
Filed2026-04-21
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
1.00%
Shares113.3K
Event2026-03-31
Filed2026-04-21
VBR
VANGUARD INDEX FDS
-0.41%
Shares50.8K
Event2026-03-31
Filed2026-04-21
EME
EMCOR GROUP INC
-2.76%
Shares14.9K
Event2026-03-31
Filed2026-04-21
SPMO
INVESCO EXCH TRADED FD TR II
-39.65%
Shares97.9K
Event2026-03-31
Filed2026-04-21
T
AT&T INC
-16.12%
Shares375.1K
Event2026-03-31
Filed2026-04-21
TLH
ISHARES TR
68.39%
Shares107.0K
Event2026-03-31
Filed2026-04-21
AXP
AMERICAN EXPRESS CO
-22.27%
Shares35.5K
Event2026-03-31
Filed2026-04-21
FCX
FREEPORT MCMORAN INC
9.97%
Shares182.6K
Event2026-03-31
Filed2026-04-21
BUFR
FIRST TR EXCHNG TRADED FD VI
16.45%
Shares316.5K
Event2026-03-31
Filed2026-04-21
SCHD
SCHWAB STRATEGIC TR
-14.75%
Shares348.1K
Event2026-03-31
Filed2026-04-21
DFAR
DIMENSIONAL ETF TRUST
New
Shares446.9K
Event2026-03-31
Filed2026-04-21
SO
SOUTHERN CO
7.19%
Shares109.2K
Event2026-03-31
Filed2026-04-21
QCOM
QUALCOMM INC
-7.47%
Shares81.7K
Event2026-03-31
Filed2026-04-21
ITA
ISHARES TR
7.22%
Shares48.0K
Event2026-03-31
Filed2026-04-21
GILD
GILEAD SCIENCES INC
4.27%
Shares75.2K
Event2026-03-31
Filed2026-04-21
SBUX
STARBUCKS CORP
-13.29%
Shares115.6K
Event2026-03-31
Filed2026-04-21
DIHP
DIMENSIONAL ETF TRUST
New
Shares321.4K
Event2026-03-31
Filed2026-04-21
MS
MORGAN STANLEY
-17.88%
Shares62.7K
Event2026-03-31
Filed2026-04-21
BNDX
VANGUARD CHARLOTTE FDS
-3.91%
Shares213.2K
Event2026-03-31
Filed2026-04-21
FYX
FIRST TR EXCHANGE-TRADED ALP
13.83%
Shares85.5K
Event2026-03-31
Filed2026-04-21
OEF
ISHARES TR
-21.08%
Shares31.9K
Event2026-03-31
Filed2026-04-21
LVHI
LEGG MASON ETF INVT
151.56%
Shares245.6K
Event2026-03-31
Filed2026-04-21
FPE
FIRST TR EXCH TRADED FD III
286.67%
Shares559.9K
Event2026-03-31
Filed2026-04-21
DLN
WISDOMTREE TR
59.82%
Shares111.0K
Event2026-03-31
Filed2026-04-21
BROS
DUTCH BROS INC
12.20%
Shares194.7K
Event2026-03-31
Filed2026-04-21
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
-7.06%
Shares28.7K
Event2026-03-31
Filed2026-04-21
ADI
ANALOG DEVICES INC
-8.12%
Shares30.8K
Event2026-03-31
Filed2026-04-21
EFG
ISHARES TR
689.11%
Shares87.6K
Event2026-03-31
Filed2026-04-21
FYC
FIRST TR EXCHANGE-TRADED ALP
1.11%
Shares100.4K
Event2026-03-31
Filed2026-04-21
EEM
ISHARES TR
18.78%
Shares170.2K
Event2026-03-31
Filed2026-04-21
FTGC
FIRST TR EXCHANGE TRAD FD VI
201.77%
Shares335.8K
Event2026-03-31
Filed2026-04-21
FLGV
FRANKLIN TEMPLETON ETF TR
10.91%
Shares471.3K
Event2026-03-31
Filed2026-04-21
MO
ALTRIA GROUP INC
7.37%
Shares145.3K
Event2026-03-31
Filed2026-04-21
ASML
ASML HLDG NV
-10.02%
Shares7.2K
Event2026-03-31
Filed2026-04-21
IMFL
INVESCO EXCH TRD SLF IDX FD
380.39%
Shares297.6K
Event2026-03-31
Filed2026-04-21
TGT
TARGET CORP
7.32%
Shares77.1K
Event2026-03-31
Filed2026-04-21
CGMM
CAPITAL GROUP EQUITY ETF TR
-13.93%
Shares317.7K
Event2026-03-31
Filed2026-04-21
JEPI
J P MORGAN EXCHANGE TRADED F
1.75%
Shares164.1K
Event2026-03-31
Filed2026-04-21
VRT
VERTIV HOLDINGS CO
3.85%
Shares37.0K
Event2026-03-31
Filed2026-04-21
VT
VANGUARD INTL EQUITY INDEX F
-45.57%
Shares66.9K
Event2026-03-31
Filed2026-04-21
WM
WASTE MGMT INC DEL
4.80%
Shares40.2K
Event2026-03-31
Filed2026-04-21
DFNM
DIMENSIONAL ETF TRUST
New
Shares192.2K
Event2026-03-31
Filed2026-04-21
IYH
ISHARES TR
8.90%
Shares148.6K
Event2026-03-31
Filed2026-04-21
VTEC
VANGUARD CALIF TAX FREE FDS
6.18%
Shares92.4K
Event2026-03-31
Filed2026-04-21
JLL
JONES LANG LASALLE INC
-33.66%
Shares30.0K
Event2026-03-31
Filed2026-04-21
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-8.39%
Shares45.9K
Event2026-03-31
Filed2026-04-21
BND
VANGUARD BD INDEX FDS
24.90%
Shares122.7K
Event2026-03-31
Filed2026-04-21
ISRG
INTUITIVE SURGICAL INC
26.60%
Shares19.6K
Event2026-03-31
Filed2026-04-21
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
9.91%
Shares68.9K
Event2026-03-31
Filed2026-04-21
ADP
AUTOMATIC DATA PROCESSING IN
-6.68%
Shares43.5K
Event2026-03-31
Filed2026-04-21
RDVI
FIRST TR EXCHANGE-TRADED FD
9.85%
Shares345.4K
Event2026-03-31
Filed2026-04-21
VIOO
VANGUARD ADMIRAL FDS INC
-4.94%
Shares76.8K
Event2026-03-31
Filed2026-04-21
EDIV
SPDR INDEX SHS FDS
-5.82%
Shares222.5K
Event2026-03-31
Filed2026-04-21
HFXI
NEW YORK LIFE INVESTMENTS ET
5.01%
Shares261.3K
Event2026-03-31
Filed2026-04-21
IHDG
WISDOMTREE TR
-2.42%
Shares181.1K
Event2026-03-31
Filed2026-04-21
SHYL
DBX ETF TR
14.98%
Shares196.0K
Event2026-03-31
Filed2026-04-21
UNP
UNION PAC CORP
-1.18%
Shares35.2K
Event2026-03-31
Filed2026-04-21
NOW
SERVICENOW INC
57.66%
Shares81.0K
Event2026-03-31
Filed2026-04-21
SPHQ
INVESCO EXCHANGE TRADED FD T
-5.85%
Shares112.5K
Event2026-03-31
Filed2026-04-21
TRC
TEJON RANCH CO
0.26%
Shares447.8K
Event2026-03-31
Filed2026-04-21
PM
PHILIP MORRIS INTL INC
-16.83%
Shares50.8K
Event2026-03-31
Filed2026-04-21
BLACKROCK INC
BLACKROCK INC
-3.74%
Shares8.7K
Event2026-03-31
Filed2026-04-21
CCL
CARNIVAL CORP
3.50%
Shares319.3K
Event2026-03-31
Filed2026-04-21
DIS
DISNEY WALT CO
-24.01%
Shares85.3K
Event2026-03-31
Filed2026-04-21
IJT
ISHARES TR
2.06%
Shares56.5K
Event2026-03-31
Filed2026-04-21
USMV
ISHARES TR
-6.65%
Shares87.4K
Event2026-03-31
Filed2026-04-21
CGDG
CAPITAL GROUP DIVIDEND GROWE
-48.40%
Shares225.0K
Event2026-03-31
Filed2026-04-21
GTO
INVESCO ACTIVELY MANAGED EXC
69.79%
Shares171.3K
Event2026-03-31
Filed2026-04-21
MTUM
ISHARES TR
-36.01%
Shares33.4K
Event2026-03-31
Filed2026-04-21
JPST
J P MORGAN EXCHANGE TRADED F
9.05%
Shares156.8K
Event2026-03-31
Filed2026-04-21
GAPR
FIRST TR EXCHNG TRADED FD VI
3.53%
Shares194.2K
Event2026-03-31
Filed2026-04-21
CMI
CUMMINS INC
0.92%
Shares14.6K
Event2026-03-31
Filed2026-04-21
CGNG
CAPITAL GROUP NEW GEOGRAPHY
-1.73%
Shares248.1K
Event2026-03-31
Filed2026-04-21
FEMB
FIRST TR EXCH TRADED FD III
1225.95%
Shares271.6K
Event2026-03-31
Filed2026-04-21
CRM
SALESFORCE INC
-10.55%
Shares67.3K
Event2026-03-31
Filed2026-04-21
IDHQ
INVESCO EXCH TRADED FD TR II
7.09%
Shares218.6K
Event2026-03-31
Filed2026-04-21
XLG
INVESCO EXCHANGE TRADED FD T
-30.22%
Shares141.2K
Event2026-03-31
Filed2026-04-21
MBB
ISHARES TR
35.36%
Shares81.0K
Event2026-03-31
Filed2026-04-21
VOE
VANGUARD INDEX FDS
5.56%
Shares41.7K
Event2026-03-31
Filed2026-04-21
SCHX
SCHWAB STRATEGIC TR
2.66%
Shares299.0K
Event2026-03-31
Filed2026-04-21
FCVT
FIRST TR EXCHANGE-TRADED FD
-50.30%
Shares172.6K
Event2026-03-31
Filed2026-04-21
FTCB
FIRST TR EXCHANGE-TRADED FD
4.98%
Shares363.3K
Event2026-03-31
Filed2026-04-21
AMAT
APPLIED MATLS INC
-4.52%
Shares22.2K
Event2026-03-31
Filed2026-04-21
ARISTA NETWORKS INC
ARISTA NETWORKS INC
9.76%
Shares61.7K
Event2026-03-31
Filed2026-04-21
APD
AIR PRODUCTS AND CHEMICALS I
27.51%
Shares26.0K
Event2026-03-31
Filed2026-04-21
AFL
AFLAC INC
1.73%
Shares68.8K
Event2026-03-31
Filed2026-04-21
DGRO
ISHARES TR
-19.69%
Shares107.4K
Event2026-03-31
Filed2026-04-21
HGER
HARBOR ETF TRUST
New
Shares240.7K
Event2026-03-31
Filed2026-04-21
CGMS
CAPITAL GRP FIXED INCM ETF T
-40.88%
Shares270.3K
Event2026-03-31
Filed2026-04-21
MEDTRONIC PLC
MEDTRONIC PLC
-17.64%
Shares84.9K
Event2026-03-31
Filed2026-04-21
UNH
UNITEDHEALTH GROUP INC
-10.09%
Shares27.0K
Event2026-03-31
Filed2026-04-21
ICLO
INVESCO ACTIVELY MANAGED EXC
227.09%
Shares285.9K
Event2026-03-31
Filed2026-04-21
IJS
ISHARES TR
0.51%
Shares61.0K
Event2026-03-31
Filed2026-04-21
EMR
EMERSON ELEC CO
0.62%
Shares54.9K
Event2026-03-31
Filed2026-04-21
GLDM
WORLD GOLD TR
862.85%
Shares77.5K
Event2026-03-31
Filed2026-04-21
DE
DEERE & CO
0.04%
Shares12.8K
Event2026-03-31
Filed2026-04-21
JCPB
J P MORGAN EXCHANGE TRADED F
23.78%
Shares152.2K
Event2026-03-31
Filed2026-04-21
CGGE
CAPITAL GROUP GLOBAL EQUITY
-51.76%
Shares233.3K
Event2026-03-31
Filed2026-04-21
DELL
DELL TECHNOLOGIES INC
10.14%
Shares43.0K
Event2026-03-31
Filed2026-04-21
THRO
BLACKROCK ETF TRUST
72.72%
Shares192.3K
Event2026-03-31
Filed2026-04-21
NSC
NORFOLK SOUTHN CORP
71.87%
Shares24.2K
Event2026-03-31
Filed2026-04-21
SNA
SNAP ON INC
8.21%
Shares19.1K
Event2026-03-31
Filed2026-04-21
ITW
ILLINOIS TOOL WKS INC
5.91%
Shares26.6K
Event2026-03-31
Filed2026-04-21
ICSH
ISHARES TR
4.93%
Shares136.1K
Event2026-03-31
Filed2026-04-21
DUHP
DIMENSIONAL ETF TRUST
New
Shares186.6K
Event2026-03-31
Filed2026-04-21
IBB
ISHARES TR
13.01%
Shares40.3K
Event2026-03-31
Filed2026-04-21
CPA
COPA HOLDINGS SA
-9.35%
Shares59.6K
Event2026-03-31
Filed2026-04-21
COF
CAPITAL ONE FINL CORP
-38.67%
Shares37.1K
Event2026-03-31
Filed2026-04-21
UI
UBIQUITI INC
-12.43%
Shares8.5K
Event2026-03-31
Filed2026-04-21
NKE
NIKE INC
14.77%
Shares126.6K
Event2026-03-31
Filed2026-04-21
ET
ENERGY TRANSFER L P
3.68%
Shares345.6K
Event2026-03-31
Filed2026-04-21
GOVT
ISHARES TR
347.77%
Shares287.7K
Event2026-03-31
Filed2026-04-21
SPAB
SPDR SERIES TRUST
57.18%
Shares255.9K
Event2026-03-31
Filed2026-04-21
VDE
VANGUARD WORLD FD
52.64%
Shares37.7K
Event2026-03-31
Filed2026-04-21
FFLC
FIDELITY COVINGTON TRUST
-0.73%
Shares126.3K
Event2026-03-31
Filed2026-04-21
AEP
AMERICAN ELEC PWR CO INC
-3.78%
Shares49.3K
Event2026-03-31
Filed2026-04-21
GRID
FIRST TR EXCHANGE-TRADED FD
16.24%
Shares39.5K
Event2026-03-31
Filed2026-04-21
VOT
VANGUARD INDEX FDS
1.00%
Shares25.0K
Event2026-03-31
Filed2026-04-21
FYEE
FIDELITY GREENWOOD STREET TR
0.83%
Shares236.3K
Event2026-03-31
Filed2026-04-21
STIP
ISHARES TR
2107.34%
Shares61.7K
Event2026-03-31
Filed2026-04-21
MSI
MOTOROLA SOLUTIONS INC
12.97%
Shares14.6K
Event2026-03-31
Filed2026-04-21
HPE
HEWLETT PACKARD ENTERPRISE C
15.11%
Shares264.4K
Event2026-03-31
Filed2026-04-21
PAUG
INNOVATOR ETFS TRUST
-1.39%
Shares147.1K
Event2026-03-31
Filed2026-04-21
INTC
INTEL CORP
-32.97%
Shares142.3K
Event2026-03-31
Filed2026-04-21
NBIS
NEBIUS GROUP N.V.
6.90%
Shares60.4K
Event2026-03-31
Filed2026-04-21
VCLT
VANGUARD SCOTTSDALE FDS
-4.87%
Shares83.9K
Event2026-03-31
Filed2026-04-21
BILS
SPDR SERIES TRUST
14.74%
Shares62.6K
Event2026-03-31
Filed2026-04-21
JMEE
J P MORGAN EXCHANGE TRADED F
96.00%
Shares93.0K
Event2026-03-31
Filed2026-04-21
PTLC
PACER FDS TR
-11.64%
Shares117.5K
Event2026-03-31
Filed2026-04-21
EMXC
ISHARES INC
3.00%
Shares77.9K
Event2026-03-31
Filed2026-04-21
SPGI
S&P GLOBAL INC
-4.13%
Shares14.4K
Event2026-03-31
Filed2026-04-21
PH
PARKER-HANNIFIN CORP
-6.43%
Shares6.8K
Event2026-03-31
Filed2026-04-21
FN
FABRINET
-30.24%
Shares11.7K
Event2026-03-31
Filed2026-04-21
SYK
STRYKER CORPORATION
-12.39%
Shares18.4K
Event2026-03-31
Filed2026-04-21
PFXF
VANECK ETF TRUST
1.77%
Shares341.3K
Event2026-03-31
Filed2026-04-21
SPG
SIMON PPTY GROUP INC NEW
-4.21%
Shares32.1K
Event2026-03-31
Filed2026-04-21
SHLD
GLOBAL X FDS
52.39%
Shares84.3K
Event2026-03-31
Filed2026-04-21
TT
TRANE TECHNOLOGIES PLC
-3.57%
Shares14.3K
Event2026-03-31
Filed2026-04-21
BKLN
INVESCO EXCH TRADED FD TR II
53.09%
Shares291.9K
Event2026-03-31
Filed2026-04-21
IGM
ISHARES TR
13.73%
Shares50.2K
Event2026-03-31
Filed2026-04-21
JEPQ
J P MORGAN EXCHANGE TRADED F
16.49%
Shares106.5K
Event2026-03-31
Filed2026-04-21
DVN
DEVON ENERGY CORP NEW
-10.62%
Shares116.7K
Event2026-03-31
Filed2026-04-21
DISV
DIMENSIONAL ETF TRUST
1323.22%
Shares148.9K
Event2026-03-31
Filed2026-04-21
FDL
FIRST TR EXCHANGE-TRADED FD
0.50%
Shares115.5K
Event2026-03-31
Filed2026-04-21
PLD
PROLOGIS INC.
1.59%
Shares44.4K
Event2026-03-31
Filed2026-04-21
VCR
VANGUARD WORLD FD
9.27%
Shares16.3K
Event2026-03-31
Filed2026-04-21
SDVY
FIRST TR EXCHANGE TRADED FD
6.38%
Shares147.4K
Event2026-03-31
Filed2026-04-21
COHERENT CORP
COHERENT CORP
-37.94%
Shares24.2K
Event2026-03-31
Filed2026-04-21
AME
AMETEK INC
17.88%
Shares26.8K
Event2026-03-31
Filed2026-04-21
LINDE PLC
LINDE PLC
3.46%
Shares11.6K
Event2026-03-31
Filed2026-04-21
VEU
VANGUARD INTL EQUITY INDEX F
23.11%
Shares75.7K
Event2026-03-31
Filed2026-04-21
ES
EVERSOURCE ENERGY
333.29%
Shares82.0K
Event2026-03-31
Filed2026-04-21
USHY
ISHARES TR
-13.63%
Shares153.4K
Event2026-03-31
Filed2026-04-21
EPD
ENTERPRISE PRODS PARTNERS L
1.45%
Shares149.1K
Event2026-03-31
Filed2026-04-21
CEF
SPROTT ASSET MANAGEMENT LP
-42.66%
Shares117.4K
Event2026-03-31
Filed2026-04-21
SW
SMURFIT WESTROCK PLC
-0.99%
Shares140.6K
Event2026-03-31
Filed2026-04-21
VCSH
VANGUARD SCOTTSDALE FDS
31.85%
Shares70.3K
Event2026-03-31
Filed2026-04-21
WFC
WELLS FARGO & CO
-27.34%
Shares69.8K
Event2026-03-31
Filed2026-04-21
BIV
VANGUARD BD INDEX FDS
6.91%
Shares71.8K
Event2026-03-31
Filed2026-04-21
TXN
TEXAS INSTRS INC
-24.73%
Shares28.1K
Event2026-03-31
Filed2026-04-21
CORZ
CORE SCIENTIFIC INC NEW
17.09%
Shares362.9K
Event2026-03-31
Filed2026-04-21
CGCP
CAPITAL GRP FIXED INCM ETF T
-44.87%
Shares241.8K
Event2026-03-31
Filed2026-04-21
DVY
ISHARES TR
4.01%
Shares35.5K
Event2026-03-31
Filed2026-04-21
APH
AMPHENOL CORP
5.62%
Shares42.4K
Event2026-03-31
Filed2026-04-21
DFAU
DIMENSIONAL ETF TRUST
49.02%
Shares118.6K
Event2026-03-31
Filed2026-04-21
SHEL
SHELL PLC
1.90%
Shares56.7K
Event2026-03-31
Filed2026-04-21
SLV
ISHARES SILVER TR
5.01%
Shares77.3K
Event2026-03-31
Filed2026-04-21
MMM
3M CO
2.26%
Shares35.7K
Event2026-03-31
Filed2026-04-21
OMC
OMNICOM GROUP INC
659.75%
Shares67.9K
Event2026-03-31
Filed2026-04-21
KMI
KINDER MORGAN INC DEL
1.42%
Shares152.4K
Event2026-03-31
Filed2026-04-21
VXF
VANGUARD INDEX FDS
25.08%
Shares24.8K
Event2026-03-31
Filed2026-04-21
RSPG
INVESCO EXCHANGE TRADED FD T
New
Shares46.1K
Event2026-03-31
Filed2026-04-21
CGUS
CAPITAL GROUP CORE EQUITY ET
-33.62%
Shares130.7K
Event2026-03-31
Filed2026-04-21
USIG
ISHARES TR
4.88%
Shares97.7K
Event2026-03-31
Filed2026-04-21
ITOT
ISHARES TR
5.21%
Shares35.1K
Event2026-03-31
Filed2026-04-21
PKG
PACKAGING CORP AMER
24.17%
Shares23.4K
Event2026-03-31
Filed2026-04-21
IHE
ISHARES TR
1898.18%
Shares57.2K
Event2026-03-31
Filed2026-04-21
CGCB
CAPITAL GRP FIXED INCM ETF T
-46.83%
Shares188.7K
Event2026-03-31
Filed2026-04-21
GRNY
TIDAL TRUST I
-4.66%
Shares207.4K
Event2026-03-31
Filed2026-04-21
SOXX
ISHARES TR
-3.27%
Shares15.1K
Event2026-03-31
Filed2026-04-21
FESM
FIDELITY COVINGTON TRUST
7.91%
Shares129.9K
Event2026-03-31
Filed2026-04-21
VST
VISTRA CORP
29.01%
Shares32.1K
Event2026-03-31
Filed2026-04-21
CWB
SPDR SERIES TRUST
-2.18%
Shares52.4K
Event2026-03-31
Filed2026-04-21
MAR
MARRIOTT INTL INC NEW
21.53%
Shares14.6K
Event2026-03-31
Filed2026-04-21
THE CIGNA GROUP
THE CIGNA GROUP
-0.09%
Shares17.8K
Event2026-03-31
Filed2026-04-21
LVS
LAS VEGAS SANDS CORP
14.47%
Shares87.2K
Event2026-03-31
Filed2026-04-21
TMO
THERMO FISHER SCIENTIFIC INC
-10.71%
Shares9.5K
Event2026-03-31
Filed2026-04-21
SHW
SHERWIN WILLIAMS CO
-16.39%
Shares14.5K
Event2026-03-31
Filed2026-04-21
FBTC
FIDELITY WISE ORIGIN BITCOIN
183.23%
Shares78.1K
Event2026-03-31
Filed2026-04-21
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares23.4K
Event2026-03-31
Filed2026-04-21
GOVI
INVESCO EXCH TRADED FD TR II
11.02%
Shares168.0K
Event2026-03-31
Filed2026-04-21
IYG
ISHARES TR
12.08%
Shares54.8K
Event2026-03-31
Filed2026-04-21
KEY
KEYCORP
20.91%
Shares224.1K
Event2026-03-31
Filed2026-04-21
AIRR
FIRST TR EXCHANGE TRADED FD
13.24%
Shares40.5K
Event2026-03-31
Filed2026-04-21
ACWX
ISHARES TR
10.55%
Shares65.5K
Event2026-03-31
Filed2026-04-21
WELL
WELLTOWER INC
0.74%
Shares22.6K
Event2026-03-31
Filed2026-04-21
DLR
DIGITAL RLTY TR INC
6.49%
Shares24.7K
Event2026-03-31
Filed2026-04-21
RSG
REPUBLIC SVCS INC
4.66%
Shares20.3K
Event2026-03-31
Filed2026-04-21
GDX
VANECK ETF TRUST
29.10%
Shares48.4K
Event2026-03-31
Filed2026-04-21
LEN
LENNAR CORP
34.70%
Shares50.4K
Event2026-03-31
Filed2026-04-21
MUB
ISHARES TR
7.94%
Shares41.0K
Event2026-03-31
Filed2026-04-21
BBY
BEST BUY INC
29.79%
Shares91.2K
Event2026-03-31
Filed2026-04-21
CIEN
CIENA CORP
-2.57%
Shares11.1K
Event2026-03-31
Filed2026-04-21
KLAC
KLA CORP
32.36%
Shares2.9K
Event2026-03-31
Filed2026-04-21
PYLD
PIMCO ETF TR
13.07%
Shares163.9K
Event2026-03-31
Filed2026-04-21
NLR
VANECK ETF TRUST
8.04%
Shares32.2K
Event2026-03-31
Filed2026-04-21
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
9.56%
Shares36.9K
Event2026-03-31
Filed2026-04-21
AVDV
AMERICAN CENTY ETF TR
New
Shares42.6K
Event2026-03-31
Filed2026-04-21
VRTX
VERTEX PHARMACEUTICALS INC
-2.57%
Shares9.5K
Event2026-03-31
Filed2026-04-21
SPHY
SPDR SERIES TRUST
-21.82%
Shares181.2K
Event2026-03-31
Filed2026-04-21
MGV
VANGUARD WORLD FD
-2.29%
Shares29.1K
Event2026-03-31
Filed2026-04-21
BSY
BENTLEY SYS INC
-8.14%
Shares120.2K
Event2026-03-31
Filed2026-04-21
VFH
VANGUARD WORLD FD
-5.54%
Shares34.7K
Event2026-03-31
Filed2026-04-21
FLMI
FRANKLIN TEMPLETON ETF TR
338.05%
Shares168.6K
Event2026-03-31
Filed2026-04-21
HYTR
NORTHERN LTS FD TR III
-1.11%
Shares196.1K
Event2026-03-31
Filed2026-04-21
OII
OCEANEERING INTL INC
0.33%
Shares116.5K
Event2026-03-31
Filed2026-04-21
MTDR
MATADOR RES CO
0.93%
Shares65.4K
Event2026-03-31
Filed2026-04-21
STWD
STARWOOD PPTY TR INC
12.80%
Shares237.7K
Event2026-03-31
Filed2026-04-21
XLB
SELECT SECTOR SPDR TR
129.79%
Shares81.5K
Event2026-03-31
Filed2026-04-21
SCHC
SCHWAB STRATEGIC TR
352.44%
Shares86.9K
Event2026-03-31
Filed2026-04-21
IPGP
IPG PHOTONICS CORP
New
Shares35.4K
Event2026-03-31
Filed2026-04-21
UYLD
ANGEL OAK FUNDS TRUST
22.31%
Shares79.1K
Event2026-03-31
Filed2026-04-21
STANLEY BLACK & DECKER INC
STANLEY BLACK & DECKER INC
24.63%
Shares56.7K
Event2026-03-31
Filed2026-04-21
DFAS
DIMENSIONAL ETF TRUST
-2.04%
Shares56.6K
Event2026-03-31
Filed2026-04-21
SCHW
SCHWAB CHARLES CORP
29.51%
Shares42.6K
Event2026-03-31
Filed2026-04-21
BABA
ALIBABA GROUP HLDG LTD
-2.61%
Shares31.9K
Event2026-03-31
Filed2026-04-21
IAGG
ISHARES TR
51.60%
Shares79.8K
Event2026-03-31
Filed2026-04-21
QYLD
GLOBAL X FDS
3.66%
Shares232.1K
Event2026-03-31
Filed2026-04-21
CL
COLGATE PALMOLIVE CO
-1.58%
Shares46.6K
Event2026-03-31
Filed2026-04-21
CENCORA INC
CENCORA INC
-12.24%
Shares12.5K
Event2026-03-31
Filed2026-04-21
CPAI
NORTHERN LTS FD TR III
17.59%
Shares93.2K
Event2026-03-31
Filed2026-04-21
RJF
RAYMOND JAMES FINL INC
16.81%
Shares26.7K
Event2026-03-31
Filed2026-04-21
VNQ
VANGUARD INDEX FDS
115.22%
Shares43.3K
Event2026-03-31
Filed2026-04-21
USB
US BANCORP
0.91%
Shares73.5K
Event2026-03-31
Filed2026-04-21
KNG
FIRST TR EXCHANGE-TRADED FD
-7.59%
Shares78.1K
Event2026-03-31
Filed2026-04-21
VHT
VANGUARD WORLD FD
-11.56%
Shares14.0K
Event2026-03-31
Filed2026-04-21
PZA
INVESCO EXCH TRADED FD TR II
69.06%
Shares165.3K
Event2026-03-31
Filed2026-04-21
BLV
VANGUARD BD INDEX FDS
8.10%
Shares55.2K
Event2026-03-31
Filed2026-04-21
LNG
CHENIERE ENERGY INC
49.79%
Shares13.2K
Event2026-03-31
Filed2026-04-21
MDY
STATE STR SPDR S&P MIDCAP 40
3.69%
Shares6.1K
Event2026-03-31
Filed2026-04-21
ALL
ALLSTATE CORP
6.48%
Shares18.1K
Event2026-03-31
Filed2026-04-21
MP
MP MATERIALS CORP
-7.23%
Shares77.4K
Event2026-03-31
Filed2026-04-21
SCHF
SCHWAB STRATEGIC TR
29.98%
Shares150.1K
Event2026-03-31
Filed2026-04-21
MMC
MARSH & MCLENNAN COS INC
-11.65%
Shares21.4K
Event2026-03-31
Filed2026-04-21
BE
BLOOM ENERGY CORP
250.96%
Shares27.2K
Event2026-03-31
Filed2026-04-21
IVLU
ISHARES TR
-59.75%
Shares92.3K
Event2026-03-31
Filed2026-04-21
MET
METLIFE INC
-2.36%
Shares51.3K
Event2026-03-31
Filed2026-04-21
IBIT
ISHARES BITCOIN TRUST ETF
6.08%
Shares94.3K
Event2026-03-31
Filed2026-04-21
BWXT
BWX TECHNOLOGIES INC
19.08%
Shares17.5K
Event2026-03-31
Filed2026-04-21
ENB
ENBRIDGE INC
-0.94%
Shares66.1K
Event2026-03-31
Filed2026-04-21
TSCO
TRACTOR SUPPLY CO
-0.42%
Shares79.0K
Event2026-03-31
Filed2026-04-21
RF
REGIONS FINANCIAL CORP NEW
-1.72%
Shares136.6K
Event2026-03-31
Filed2026-04-21
EQIX
EQUINIX INC
12.25%
Shares3.6K
Event2026-03-31
Filed2026-04-21
MSOS
ADVISORSHARES TR
147.74%
Shares1.0M
Event2026-03-31
Filed2026-04-21
NVO
NOVO-NORDISK A S
-4.02%
Shares96.6K
Event2026-03-31
Filed2026-04-21
VMBS
VANGUARD SCOTTSDALE FDS
14.22%
Shares75.6K
Event2026-03-31
Filed2026-04-21
ICE
INTERCONTINENTAL EXCHANGE IN
-2.35%
Shares22.4K
Event2026-03-31
Filed2026-04-21
AFLG
FIRST TR EXCHNG TRADED FD VI
4.20%
Shares91.0K
Event2026-03-31
Filed2026-04-21
SDY
SPDR SERIES TRUST
-6.17%
Shares24.0K
Event2026-03-31
Filed2026-04-21
KEYS
KEYSIGHT TECHNOLOGIES INC
1.04%
Shares12.4K
Event2026-03-31
Filed2026-04-21
CGGO
CAPITAL GROUP GBL GROWTH EQT
-37.47%
Shares104.6K
Event2026-03-31
Filed2026-04-21
UNILEVER PLC
UNILEVER PLC
-30.53%
Shares61.0K
Event2026-03-31
Filed2026-04-21
HAL
HALLIBURTON CO
8.35%
Shares89.0K
Event2026-03-31
Filed2026-04-21
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
96.85%
Shares8.8K
Event2026-03-31
Filed2026-04-21
DDIV
FIRST TR EXCHANGE TRADED FD
6.95%
Shares85.2K
Event2026-03-31
Filed2026-04-21
SPSM
SPDR SERIES TRUST
58.41%
Shares70.7K
Event2026-03-31
Filed2026-04-21
IWV
ISHARES TR
-90.37%
Shares9.1K
Event2026-03-31
Filed2026-04-21
ROCKET LAB CORP
ROCKET LAB CORP
35.44%
Shares52.5K
Event2026-03-31
Filed2026-04-21
HEFA
ISHARES TR
-9.95%
Shares79.3K
Event2026-03-31
Filed2026-04-21
SHOP
SHOPIFY INC
-35.58%
Shares28.4K
Event2026-03-31
Filed2026-04-21
MDLZ
MONDELEZ INTL INC
4.09%
Shares58.4K
Event2026-03-31
Filed2026-04-21
TCAF
T ROWE PRICE ETF INC
5.24%
Shares94.5K
Event2026-03-31
Filed2026-04-21
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
4.57%
Shares30.1K
Event2026-03-31
Filed2026-04-21
KKR & CO INC
KKR & CO INC
82.43%
Shares36.0K
Event2026-03-31
Filed2026-04-21
FTHI
FIRST TR EXCHANGE TRADED FD
19.44%
Shares145.0K
Event2026-03-31
Filed2026-04-21
BKR
BAKER HUGHES COMPANY
-55.76%
Shares54.5K
Event2026-03-31
Filed2026-04-21
PWR
QUANTA SVCS INC
-14.16%
Shares6.1K
Event2026-03-31
Filed2026-04-21
VNLA
JANUS DETROIT STR TR
8.65%
Shares67.3K
Event2026-03-31
Filed2026-04-21
IYW
ISHARES TR
-88.17%
Shares18.1K
Event2026-03-31
Filed2026-04-21
IDEF
BLACKROCK ETF TRUST
New
Shares100.1K
Event2026-03-31
Filed2026-04-21
GLW
CORNING INC
-33.40%
Shares24.1K
Event2026-03-31
Filed2026-04-21
PAAA
PGIM ETF TR
-2.47%
Shares63.6K
Event2026-03-31
Filed2026-04-21
GCOW
PACER FDS TR
0.85%
Shares70.3K
Event2026-03-31
Filed2026-04-21
PFF
ISHARES TR
-1.06%
Shares107.1K
Event2026-03-31
Filed2026-04-21
BLCR
BLACKROCK ETF TRUST
New
Shares78.3K
Event2026-03-31
Filed2026-04-21
WMB
WILLIAMS COS INC
4.66%
Shares43.8K
Event2026-03-31
Filed2026-04-21
NXPI
NXP SEMICONDUCTORS N V
-6.00%
Shares16.2K
Event2026-03-31
Filed2026-04-21
WDC
WESTERN DIGITAL CORP
44.55%
Shares11.7K
Event2026-03-31
Filed2026-04-21
MCHP
MICROCHIP TECHNOLOGY INC.
2.56%
Shares48.6K
Event2026-03-31
Filed2026-04-21
JHMM
JOHN HANCOCK EXCHANGE TRADED
1.72%
Shares46.5K
Event2026-03-31
Filed2026-04-21
CMCSA
COMCAST CORP NEW
-6.90%
Shares106.9K
Event2026-03-31
Filed2026-04-21
INTU
INTUIT
-5.33%
Shares7.1K
Event2026-03-31
Filed2026-04-21
CASY
CASEYS GEN STORES INC
38.60%
Shares4.2K
Event2026-03-31
Filed2026-04-21
XYLD
GLOBAL X FDS
1.29%
Shares77.7K
Event2026-03-31
Filed2026-04-21
FMUB
FIDELITY MERRIMACK STR TR
256.90%
Shares59.7K
Event2026-03-31
Filed2026-04-21
CTVA
CORTEVA INC
18.82%
Shares36.0K
Event2026-03-31
Filed2026-04-21
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
58.64%
Shares52.0K
Event2026-03-31
Filed2026-04-21
FALN
ISHARES TR
162.93%
Shares111.8K
Event2026-03-31
Filed2026-04-21
LDRX
RBB FD INC
0.00%
Shares97.4K
Event2026-03-31
Filed2026-04-21
DRI
DARDEN RESTAURANTS INC
11.45%
Shares15.2K
Event2026-03-31
Filed2026-04-21
CRSP
CRISPR THERAPEUTICS AG
136.98%
Shares62.4K
Event2026-03-31
Filed2026-04-21
HYLS
FIRST TR EXCHANGE-TRADED FD
-16.68%
Shares73.1K
Event2026-03-31
Filed2026-04-21
BK
BANK NEW YORK MELLON CORP
-51.23%
Shares25.0K
Event2026-03-31
Filed2026-04-21
LITE
LUMENTUM HLDGS INC
236.36%
Shares4.2K
Event2026-03-31
Filed2026-04-21
QTEC
FIRST TR EXCHANGE-TRADED FD
0.97%
Shares13.7K
Event2026-03-31
Filed2026-04-21
TOWN
TOWNEBANK PORTSMOUTH VA
406.95%
Shares87.7K
Event2026-03-31
Filed2026-04-21
INRO
BLACKROCK ETF TRUST
722.04%
Shares94.9K
Event2026-03-31
Filed2026-04-21
DBB
INVESCO DB MULTI-SECTOR COMM
New
Shares124.0K
Event2026-03-31
Filed2026-04-21
SPOT
SPOTIFY TECHNOLOGY S A
120.50%
Shares5.9K
Event2026-03-31
Filed2026-04-21
TUSI
TOUCHSTONE ETF TRUST
31.91%
Shares113.7K
Event2026-03-31
Filed2026-04-21
ALPS ETF TR
ALPS ETF TR
10.40%
Shares54.7K
Event2026-03-31
Filed2026-04-21
FJUL
FIRST TR EXCHNG TRADED FD VI
117.66%
Shares52.5K
Event2026-03-31
Filed2026-04-21
HBAN
HUNTINGTON BANCSHARES INC
275.60%
Shares183.2K
Event2026-03-31
Filed2026-04-21
INNOVATOR ETFS TRUST
INNOVATOR ETFS TRUST
565.42%
Shares56.8K
Event2026-03-31
Filed2026-04-21
VV
VANGUARD INDEX FDS
0.09%
Shares9.6K
Event2026-03-31
Filed2026-04-21
VCRB
VANGUARD MALVERN FDS
63.72%
Shares36.9K
Event2026-03-31
Filed2026-04-21
CIBR
FIRST TR EXCHANGE-TRADED FD
-17.38%
Shares45.4K
Event2026-03-31
Filed2026-04-21
NEM
NEWMONT CORP
-19.50%
Shares26.2K
Event2026-03-31
Filed2026-04-21
CFR
CULLEN FROST BANKERS INC
-3.55%
Shares20.7K
Event2026-03-31
Filed2026-04-21

Call Option Holdings
ABBV Call
ABBVIE INC
-52.02%
Shares23.7K
Event2026-03-31
Filed2026-04-21
OXY Call
OCCIDENTAL PETE CORP
New
Shares35.0K
Event2026-03-31
Filed2026-04-21
MSFT Call
MICROSOFT CORP
-59.00%
Shares4.1K
Event2026-03-31
Filed2026-04-21
AAPL Call
APPLE INC
-79.63%
Shares4.4K
Event2026-03-31
Filed2026-04-21
QQQM Call
INVESCO EXCH TRADED FD TR II
-50.00%
Shares4.3K
Event2026-03-31
Filed2026-04-21
ABT Call
ABBOTT LABORATORIES
New
Shares5.9K
Event2026-03-31
Filed2026-04-21
DBB Call
INVESCO DB MULTI-SECTOR COMM
New
Shares20.0K
Event2026-03-31
Filed2026-04-21
HD Call
HOME DEPOT INC
-50.00%
Shares1.4K
Event2026-03-31
Filed2026-04-21
SPY Call
STATE STR SPDR S&P 500 ETF T
-75.00%
Shares500
Event2026-03-31
Filed2026-04-21
CLX Call
CLOROX CO DEL
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-21
EQIX Call
EQUINIX INC
New
Shares200
Event2026-03-31
Filed2026-04-21
NFLX Call
NETFLIX INC.
New
Shares1.8K
Event2026-03-31
Filed2026-04-21
KKR & CO INC Call
KKR & CO INC
New
Shares1.6K
Event2026-03-31
Filed2026-04-21
CHWY Call
CHEWY INC
New
Shares5.0K
Event2026-03-31
Filed2026-04-21
WHR Call
WHIRLPOOL CORP
New
Shares2.5K
Event2026-03-31
Filed2026-04-21
AMD Call
ADVANCED MICRO DEVICES INC
0.00%
Shares600
Event2026-03-31
Filed2026-04-21
SOLSTICE ADVANCED MATLS INC Call
SOLSTICE ADVANCED MATLS INC
New
Shares1.6K
Event2026-03-31
Filed2026-04-21
FSLY Call
FASTLY INC
New
Shares4.0K
Event2026-03-31
Filed2026-04-21
BTU Call
PEABODY ENGR CORP
New
Shares3.0K
Event2026-03-31
Filed2026-04-21
RTX Call
RTX CORPORATION
New
Shares500
Event2026-03-31
Filed2026-04-21
BMY Call
BRISTOL-MYERS SQUIBB CO
New
Shares1.5K
Event2026-03-31
Filed2026-04-21
XLE Call
SELECT SECTOR SPDR TR
-30.00%
Shares1.4K
Event2026-03-31
Filed2026-04-21
TECK Call
TECK RESOURCES LTD
New
Shares1.5K
Event2026-03-31
Filed2026-04-21
NTR Call
NUTRIEN LTD
New
Shares1.0K
Event2026-03-31
Filed2026-04-21
ADM Call
ARCHER DANIELS MIDLAND CO
New
Shares1.0K
Event2026-03-31
Filed2026-04-21
PANW Call
PALO ALTO NETWORKS INC
300.00%
Shares400
Event2026-03-31
Filed2026-04-21
BROADCOM INC Call
BROADCOM INC
100.00%
Shares200
Event2026-03-31
Filed2026-04-21
V Call
VISA INC
New
Shares200
Event2026-03-31
Filed2026-04-21
NTRA Call
NATERA INC
0.00%
Shares300
Event2026-03-31
Filed2026-04-21
PBR Call
PETROLEO BRASILEIRO S A
New
Shares2.5K
Event2026-03-31
Filed2026-04-21
SLB Call
SLB LIMITED
New
Shares1.0K
Event2026-03-31
Filed2026-04-21
INTC Call
INTEL CORP
900.00%
Shares1.0K
Event2026-03-31
Filed2026-04-21
AMZN Call
AMAZON COM INC
New
Shares200
Event2026-03-31
Filed2026-04-21
JOBY Call
JOBY AVIATION INC
-33.33%
Shares5.0K
Event2026-03-31
Filed2026-04-21
SOFI Call
SOFI TECHNOLOGIES INC
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-21
HAL Call
HALLIBURTON CO
New
Shares1.0K
Event2026-03-31
Filed2026-04-21
BUNGE GLOBAL SA Call
BUNGE GLOBAL SA
New
Shares300
Event2026-03-31
Filed2026-04-21
GDX Call
VANECK ETF TRUST
-55.56%
Shares400
Event2026-03-31
Filed2026-04-21
RIVN Call
RIVIAN AUTOMOTIVE INC
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-21
LKQ Call
LKQ CORP
New
Shares1.0K
Event2026-03-31
Filed2026-04-21
CF Call
CF INDUSTRIES HOLD
New
Shares200
Event2026-03-31
Filed2026-04-21
ONDS Call
ONDAS INC
New
Shares2.5K
Event2026-03-31
Filed2026-04-21
RIG Call
TRANSOCEAN LTD
New
Shares3.0K
Event2026-03-31
Filed2026-04-21
ANGO Call
ANGIODYNAMICS INC
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-21
MSTR Call
STRATEGY INC
New
Shares100
Event2026-03-31
Filed2026-04-21
SN Call
SHARKNINJA INC
New
Shares100
Event2026-03-31
Filed2026-04-21
OKLO Call
OKLO INC
New
Shares200
Event2026-03-31
Filed2026-04-21
CSL Call
CARLISLE COS INC
New
Shares500
Event2026-03-31
Filed2026-04-21
ASTS Call
AST SPACEMOBILE INC
New
Shares100
Event2026-03-31
Filed2026-04-21
USAR Call
USA RARE EARTH INC
New
Shares500
Event2026-03-31
Filed2026-04-21
MP Call
MP MATERIALS CORP
New
Shares100
Event2026-03-31
Filed2026-04-21
IONQ Call
IONQ INC
New
Shares100
Event2026-03-31
Filed2026-04-21

Put Option Holdings
SPY Put
STATE STR SPDR S&P 500 ETF T
New
Shares7.7K
Event2026-03-31
Filed2026-04-21
INVESCO QQQ TR Put
INVESCO QQQ TR
New
Shares8.0K
Event2026-03-31
Filed2026-04-21
PEP Put
PEPSICO INC
0.00%
Shares25.6K
Event2026-03-31
Filed2026-04-21
AAPL Put
APPLE INC
17.09%
Shares13.7K
Event2026-03-31
Filed2026-04-21
NFLX Put
NETFLIX INC.
New
Shares34.5K
Event2026-03-31
Filed2026-04-21
LLY Put
ELI LILLY & CO
-50.00%
Shares1.0K
Event2026-03-31
Filed2026-04-21
NVDA Put
NVIDIA CORPORATION
New
Shares4.6K
Event2026-03-31
Filed2026-04-21
IWM Put
ISHARES TR
New
Shares1.0K
Event2026-03-31
Filed2026-04-21
SMH Put
VANECK ETF TRUST
New
Shares400
Event2026-03-31
Filed2026-04-21
INDA Put
ISHARES TR
New
Shares3.0K
Event2026-03-31
Filed2026-04-21
AMZN Put
AMAZON COM INC
New
Shares400
Event2026-03-31
Filed2026-04-21
IBIT Put
ISHARES BITCOIN TRUST ETF
New
Shares2.0K
Event2026-03-31
Filed2026-04-21
LITE Put
LUMENTUM HLDGS INC
New
Shares100
Event2026-03-31
Filed2026-04-21
CITIGROUP INC Put
CITIGROUP INC
New
Shares600
Event2026-03-31
Filed2026-04-21
SNDK Put
SANDISK CORP
New
Shares100
Event2026-03-31
Filed2026-04-21
JPM Put
JPMORGAN CHASE & CO
New
Shares200
Event2026-03-31
Filed2026-04-21
WDC Put
WESTERN DIGITAL CORP
New
Shares200
Event2026-03-31
Filed2026-04-21
VRT Put
VERTIV HOLDINGS CO
New
Shares200
Event2026-03-31
Filed2026-04-21
INTC Put
INTEL CORP
900.00%
Shares1.0K
Event2026-03-31
Filed2026-04-21
HOOD Put
ROBINHOOD MKTS INC
New
Shares600
Event2026-03-31
Filed2026-04-21
CIEN Put
CIENA CORP
-75.00%
Shares100
Event2026-03-31
Filed2026-04-21
UAL Put
UNITED AIRLS HLDGS INC
New
Shares400
Event2026-03-31
Filed2026-04-21
GLW Put
CORNING INC
New
Shares200
Event2026-03-31
Filed2026-04-21
OXY Put
OCCIDENTAL PETE CORP
New
Shares300
Event2026-03-31
Filed2026-04-21
AAOI Put
APPLIED OPTOELECTRONICS INC
New
Shares200
Event2026-03-31
Filed2026-04-21
SMR Put
NUSCALE PWR CORP
New
Shares1.0K
Event2026-03-31
Filed2026-04-21
Concurrent Investment Advisors, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo