Sponsored
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%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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CAPITAL GROUP EQUITY ETF TR CAPITAL GROUP EQUITY ETF TR559.2K sharesnew addition2026-03-312026-04-21
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AAPL
2.44%APPLE INC
Shares1.1M
Event2026-03-31
Filed2026-04-21
NVDA
-0.62%NVIDIA CORPORATION
Shares1.4M
Event2026-03-31
Filed2026-04-21
MSFT
3.54%MICROSOFT CORP
Shares581.0K
Event2026-03-31
Filed2026-04-21
VANGUARD INDEX FDS
19.66%VANGUARD INDEX FDS
Shares344.1K
Event2026-03-31
Filed2026-04-21
BIL
697.27%SPDR SERIES TRUST
Shares1.7M
Event2026-03-31
Filed2026-04-21
FTSM
4481.04%FIRST TR EXCHANGE-TRADED FD
Shares2.6M
Event2026-03-31
Filed2026-04-21
AMZN
1.63%AMAZON COM INC
Shares656.4K
Event2026-03-31
Filed2026-04-21
SPY
-22.30%STATE STR SPDR S&P 500 ETF T
Shares190.6K
Event2026-03-31
Filed2026-04-21
ALPHABET INC
-1.66%ALPHABET INC
Shares377.7K
Event2026-03-31
Filed2026-04-21
GLD
77.66%SPDR GOLD TR
Shares247.2K
Event2026-03-31
Filed2026-04-21
IVV
9.33%ISHARES TR
Shares160.9K
Event2026-03-31
Filed2026-04-21
BROADCOM INC
5.69%BROADCOM INC
Shares273.0K
Event2026-03-31
Filed2026-04-21
INVESCO QQQ TR
-25.46%INVESCO QQQ TR
Shares141.5K
Event2026-03-31
Filed2026-04-21
WMT
-3.59%WALMART INC
Shares644.2K
Event2026-03-31
Filed2026-04-21
ALPHABET INC
-5.77%ALPHABET INC
Shares262.2K
Event2026-03-31
Filed2026-04-21
META
-4.30%META PLATFORMS INC
Shares127.9K
Event2026-03-31
Filed2026-04-21
JPM
2.55%JPMORGAN CHASE & CO
Shares242.7K
Event2026-03-31
Filed2026-04-21
LMBS
17.97%FIRST TR EXCHANGE-TRADED FD
Shares1.4M
Event2026-03-31
Filed2026-04-21
VTV
3.94%VANGUARD INDEX FDS
Shares343.5K
Event2026-03-31
Filed2026-04-21
IEFA
40.73%ISHARES TR
Shares708.1K
Event2026-03-31
Filed2026-04-21
FBND
302.46%FIDELITY MERRIMACK STR TR
Shares1.3M
Event2026-03-31
Filed2026-04-21
VTI
3.74%VANGUARD INDEX FDS
Shares175.4K
Event2026-03-31
Filed2026-04-21
VUG
3.33%VANGUARD INDEX FDS
Shares127.4K
Event2026-03-31
Filed2026-04-21
XLK
3.80%SELECT SECTOR SPDR TR
Shares409.8K
Event2026-03-31
Filed2026-04-21
BOND
1.57%PIMCO ETF TR
Shares566.9K
Event2026-03-31
Filed2026-04-21
VWO
6.52%VANGUARD INTL EQUITY INDEX F
Shares945.8K
Event2026-03-31
Filed2026-04-21
JNJ
-4.61%JOHNSON & JOHNSON
Shares196.8K
Event2026-03-31
Filed2026-04-21
XOM
2.82%EXXON MOBIL CORP
Shares283.4K
Event2026-03-31
Filed2026-04-21
IJR
4.98%ISHARES TR
Shares377.0K
Event2026-03-31
Filed2026-04-21
CTA
NewSIMPLIFY EXCHANGE TRADED FUN
Shares1.5M
Event2026-03-31
Filed2026-04-21
IEMG
30.34%ISHARES INC
Shares618.5K
Event2026-03-31
Filed2026-04-21
FTCS
-2.06%FIRST TR EXCHANGE-TRADED FD
Shares460.6K
Event2026-03-31
Filed2026-04-21
BERKSHIRE HATHAWAY INC DEL
-11.04%BERKSHIRE HATHAWAY INC DEL
Shares85.9K
Event2026-03-31
Filed2026-04-21
VIG
1.94%VANGUARD SPECIALIZED FUNDS
Shares190.6K
Event2026-03-31
Filed2026-04-21
AGG
16.69%ISHARES TR
Shares412.1K
Event2026-03-31
Filed2026-04-21
BAC
2.06%BANK AMERICA CORP
Shares836.0K
Event2026-03-31
Filed2026-04-21
CGGR
-18.59%CAPITAL GROUP GROWTH ETF
Shares1.0M
Event2026-03-31
Filed2026-04-21
HD
3.01%HOME DEPOT INC
Shares123.6K
Event2026-03-31
Filed2026-04-21
IWD
5.88%ISHARES TR
Shares189.6K
Event2026-03-31
Filed2026-04-21
CGDV
-7.22%CAPITAL GROUP DIVIDEND VALUE
Shares951.6K
Event2026-03-31
Filed2026-04-21
MU
-22.25%MICRON TECHNOLOGY INC
Shares118.9K
Event2026-03-31
Filed2026-04-21
LLY
5.98%ELI LILLY & CO
Shares42.8K
Event2026-03-31
Filed2026-04-21
TLT
-16.39%ISHARES TR
Shares448.2K
Event2026-03-31
Filed2026-04-21
SPYM
43.87%SPDR SERIES TRUST
Shares505.4K
Event2026-03-31
Filed2026-04-21
EFA
-7.95%ISHARES TR
Shares382.0K
Event2026-03-31
Filed2026-04-21
IJH
2.66%ISHARES TR
Shares538.8K
Event2026-03-31
Filed2026-04-21
SMH
-6.85%VANECK ETF TRUST
Shares88.7K
Event2026-03-31
Filed2026-04-21
FV
-0.62%FIRST TR EXCHANGE TRADED FD
Shares562.4K
Event2026-03-31
Filed2026-04-21
ABBV
-0.91%ABBVIE INC
Shares156.1K
Event2026-03-31
Filed2026-04-21
CVX
10.31%CHEVRON CORPORATION
Shares162.6K
Event2026-03-31
Filed2026-04-21
SPYG
3.92%SPDR SERIES TRUST
Shares324.2K
Event2026-03-31
Filed2026-04-21
IVW
-38.14%ISHARES TR
Shares280.0K
Event2026-03-31
Filed2026-04-21
ISHARES GOLD TR
-86.06%ISHARES GOLD TR
Shares353.2K
Event2026-03-31
Filed2026-04-21
MERCK & CO INC
8.85%MERCK & CO INC
Shares254.1K
Event2026-03-31
Filed2026-04-21
TSLA
-2.65%TESLA INC
Shares82.1K
Event2026-03-31
Filed2026-04-21
V
-9.96%VISA INC
Shares98.3K
Event2026-03-31
Filed2026-04-21
XLF
1.52%SELECT SECTOR SPDR TR
Shares598.5K
Event2026-03-31
Filed2026-04-21
PLTR
2.23%PALANTIR TECHNOLOGIES INC
Shares198.7K
Event2026-03-31
Filed2026-04-21
KO
8.50%COCA COLA CO
Shares381.2K
Event2026-03-31
Filed2026-04-21
CAT
7.93%CATERPILLAR INC
Shares40.7K
Event2026-03-31
Filed2026-04-21
QQQM
56.85%INVESCO EXCH TRADED FD TR II
Shares121.3K
Event2026-03-31
Filed2026-04-21
CSCO
2.30%CISCO SYS INC
Shares368.9K
Event2026-03-31
Filed2026-04-21
SCHG
-1.49%SCHWAB STRATEGIC TR
Shares974.9K
Event2026-03-31
Filed2026-04-21
VZ
7.04%VERIZON COMMUNICATIONS INC
Shares565.7K
Event2026-03-31
Filed2026-04-21
DYNF
41.36%BLACKROCK ETF TRUST
Shares486.8K
Event2026-03-31
Filed2026-04-21
IWM
0.04%ISHARES TR
Shares112.7K
Event2026-03-31
Filed2026-04-21
VCIT
5.42%VANGUARD SCOTTSDALE FDS
Shares330.0K
Event2026-03-31
Filed2026-04-21
VEA
-1.76%VANGUARD TAX-MANAGED FDS
Shares420.2K
Event2026-03-31
Filed2026-04-21
IWF
-0.04%ISHARES TR
Shares61.4K
Event2026-03-31
Filed2026-04-21
PG
9.78%PROCTER & GAMBLE CO
Shares179.3K
Event2026-03-31
Filed2026-04-21
TOTL
11.27%SSGA ACTIVE ETF TR
Shares648.4K
Event2026-03-31
Filed2026-04-21
MOAT
4.23%VANECK ETF TRUST
Shares265.6K
Event2026-03-31
Filed2026-04-21
IVE
4.75%ISHARES TR
Shares119.0K
Event2026-03-31
Filed2026-04-21
VYM
-9.49%VANGUARD WHITEHALL FDS
Shares163.6K
Event2026-03-31
Filed2026-04-21
IEF
13.64%ISHARES TR
Shares253.7K
Event2026-03-31
Filed2026-04-21
NEE
16.03%NEXTERA ENERGY INC
Shares258.9K
Event2026-03-31
Filed2026-04-21
EFV
129.99%ISHARES TR
Shares322.1K
Event2026-03-31
Filed2026-04-21
DGRW
-22.39%WISDOMTREE TR
Shares272.6K
Event2026-03-31
Filed2026-04-21
SPYV
-6.11%SPDR SERIES TRUST
Shares421.8K
Event2026-03-31
Filed2026-04-21
ORCL
-3.34%ORACLE CORP
Shares160.1K
Event2026-03-31
Filed2026-04-21
CB
5.12%CHUBB LTD SWITZ
Shares71.3K
Event2026-03-31
Filed2026-04-21
DFIC
NewDIMENSIONAL ETF TRUST
Shares650.3K
Event2026-03-31
Filed2026-04-21
RDVY
2.79%FIRST TR EXCHANGE TRADED FD
Shares337.5K
Event2026-03-31
Filed2026-04-21
QUAL
5.84%ISHARES TR
Shares117.6K
Event2026-03-31
Filed2026-04-21
AVUV
59.77%AMERICAN CENTY ETF TR
Shares203.4K
Event2026-03-31
Filed2026-04-21
IWR
4.56%ISHARES TR
Shares230.6K
Event2026-03-31
Filed2026-04-21
XLC
14.60%SELECT SECTOR SPDR TR
Shares200.3K
Event2026-03-31
Filed2026-04-21
XLV
9.25%SELECT SECTOR SPDR TR
Shares149.1K
Event2026-03-31
Filed2026-04-21
GS
-13.04%GOLDMAN SACHS GROUP INC
Shares25.7K
Event2026-03-31
Filed2026-04-21
MCD
7.37%MCDONALDS CORP
Shares69.9K
Event2026-03-31
Filed2026-04-21
NFLX
-3.06%NETFLIX INC.
Shares223.7K
Event2026-03-31
Filed2026-04-21
CME
5.16%CME GROUP INC
Shares72.0K
Event2026-03-31
Filed2026-04-21
MGK
-39.97%VANGUARD WORLD FD
Shares55.2K
Event2026-03-31
Filed2026-04-21
IUSB
28.42%ISHARES TR
Shares437.3K
Event2026-03-31
Filed2026-04-21
UBER
11.17%UBER TECHNOLOGIES INC
Shares279.6K
Event2026-03-31
Filed2026-04-21
MA
11.30%MASTERCARD INCORPORATED
Shares40.0K
Event2026-03-31
Filed2026-04-21
DBMF
1304.64%LITMAN GREGORY FDS TR
Shares661.1K
Event2026-03-31
Filed2026-04-21
COST
-6.88%COSTCO WHOLESALE CORPORATION
Shares19.8K
Event2026-03-31
Filed2026-04-21
INVESCO EXCHANGE TRADED FD T
3.26%INVESCO EXCHANGE TRADED FD T
Shares102.7K
Event2026-03-31
Filed2026-04-21
XLE
185.38%SELECT SECTOR SPDR TR
Shares321.9K
Event2026-03-31
Filed2026-04-21
CGBL
-32.12%CAPITAL GROUP CORE BALANCED
Shares572.9K
Event2026-03-31
Filed2026-04-21
VIOV
7.78%VANGUARD ADMIRAL FDS INC
Shares192.7K
Event2026-03-31
Filed2026-04-21
USFR
7.53%WISDOMTREE TR
Shares388.8K
Event2026-03-31
Filed2026-04-21
FENI
23.65%FIDELITY COVINGTON TRUST
Shares525.8K
Event2026-03-31
Filed2026-04-21
IBM
-3.73%INTERNATIONAL BUSINESS MACHS
Shares80.4K
Event2026-03-31
Filed2026-04-21
MPC
9.63%MARATHON PETE CORP
Shares79.7K
Event2026-03-31
Filed2026-04-21
COWZ
10.15%PACER FDS TR
Shares303.3K
Event2026-03-31
Filed2026-04-21
SHY
-12.26%ISHARES TR
Shares228.0K
Event2026-03-31
Filed2026-04-21
XLP
8.66%SELECT SECTOR SPDR TR
Shares228.1K
Event2026-03-31
Filed2026-04-21
GEV
7.01%GE VERNOVA INC
Shares21.2K
Event2026-03-31
Filed2026-04-21
OMFL
138.98%INVESCO EXCH TRD SLF IDX FD
Shares306.1K
Event2026-03-31
Filed2026-04-21
VGT
-3.21%VANGUARD WORLD FD
Shares26.2K
Event2026-03-31
Filed2026-04-21
IUSG
2.71%ISHARES TR
Shares117.1K
Event2026-03-31
Filed2026-04-21
PEP
2.15%PEPSICO INC
Shares115.8K
Event2026-03-31
Filed2026-04-21
SPTS
4.94%SPDR SERIES TRUST
Shares615.4K
Event2026-03-31
Filed2026-04-21
VO
2.20%VANGUARD INDEX FDS
Shares62.4K
Event2026-03-31
Filed2026-04-21
AMD
-6.20%ADVANCED MICRO DEVICES INC
Shares87.3K
Event2026-03-31
Filed2026-04-21
RTX
-18.87%RTX CORPORATION
Shares91.7K
Event2026-03-31
Filed2026-04-21
LAM RESEARCH CORP
5.75%LAM RESEARCH CORP
Shares82.2K
Event2026-03-31
Filed2026-04-21
DFEM
NewDIMENSIONAL ETF TRUST
Shares507.4K
Event2026-03-31
Filed2026-04-21
DIA
-4.10%STATE STR SPDR DOW JONES IND
Shares37.2K
Event2026-03-31
Filed2026-04-21
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares24
Event2026-03-31
Filed2026-04-21
SGOV
232.69%ISHARES TR
Shares170.8K
Event2026-03-31
Filed2026-04-21
FVD
-12.55%FIRST TR EXCHANGE-TRADED FD
Shares365.5K
Event2026-03-31
Filed2026-04-21
XLU
31.09%SELECT SECTOR SPDR TR
Shares372.6K
Event2026-03-31
Filed2026-04-21
VB
-1.09%VANGUARD INDEX FDS
Shares63.1K
Event2026-03-31
Filed2026-04-21
JCI
1.48%JOHNSON CONTROLS INTERNATION
Shares124.5K
Event2026-03-31
Filed2026-04-21
IUSV
1.95%ISHARES TR
Shares158.6K
Event2026-03-31
Filed2026-04-21
AVEM
NewAMERICAN CENTY ETF TR
Shares198.4K
Event2026-03-31
Filed2026-04-21
JAAA
2.33%JANUS DETROIT STR TR
Shares314.4K
Event2026-03-31
Filed2026-04-21
AMGN
10.60%AMGEN INC
Shares43.1K
Event2026-03-31
Filed2026-04-21
CAPITAL GROUP EQUITY ETF TR
NewCAPITAL GROUP EQUITY ETF TR
Shares559.2K
Event2026-03-31
Filed2026-04-21
TJX
2.25%TJX COS INC NEW
Shares92.1K
Event2026-03-31
Filed2026-04-21
OKE
10.22%ONEOK INC NEW
Shares162.4K
Event2026-03-31
Filed2026-04-21
BSV
10.86%VANGUARD BD INDEX FDS
Shares184.0K
Event2026-03-31
Filed2026-04-21
GE AEROSPACE
-24.03%GE AEROSPACE
Shares51.3K
Event2026-03-31
Filed2026-04-21
EATON CORP PLC
-3.95%EATON CORP PLC
Shares40.1K
Event2026-03-31
Filed2026-04-21
AVDE
77.55%AMERICAN CENTY ETF TR
Shares167.3K
Event2026-03-31
Filed2026-04-21
LHX
4.53%L3HARRIS TECHNOLOGIES INC
Shares41.1K
Event2026-03-31
Filed2026-04-21
TFC
14.47%TRUIST FINL CORP
Shares307.6K
Event2026-03-31
Filed2026-04-21
PANW
13.85%PALO ALTO NETWORKS INC
Shares88.2K
Event2026-03-31
Filed2026-04-21
FNDE
130.61%SCHWAB STRATEGIC TR
Shares367.5K
Event2026-03-31
Filed2026-04-21
VTEB
31.16%VANGUARD MUN BD FDS
Shares281.3K
Event2026-03-31
Filed2026-04-21
RWL
270.80%INVESCO EXCH TRADED FD TR II
Shares121.3K
Event2026-03-31
Filed2026-04-21
BLACKSTONE INC
7.49%BLACKSTONE INC
Shares120.9K
Event2026-03-31
Filed2026-04-21
URI
38.53%UNITED RENTALS INC
Shares19.0K
Event2026-03-31
Filed2026-04-21
DFAI
10.78%DIMENSIONAL ETF TRUST
Shares354.8K
Event2026-03-31
Filed2026-04-21
DFAC
726.38%DIMENSIONAL ETF TRUST
Shares352.5K
Event2026-03-31
Filed2026-04-21
DBEF
1.09%DBX ETF TR
Shares276.1K
Event2026-03-31
Filed2026-04-21
AVUS
NewAMERICAN CENTY ETF TR
Shares122.6K
Event2026-03-31
Filed2026-04-21
CRWD
7.25%CROWDSTRIKE HLDGS INC
Shares34.7K
Event2026-03-31
Filed2026-04-21
BAI
86.09%BLACKROCK ETF TRUST
Shares409.7K
Event2026-03-31
Filed2026-04-21
BBRE
NewJ P MORGAN EXCHANGE TRADED F
Shares140.2K
Event2026-03-31
Filed2026-04-21
BINC
36.37%BLACKROCK ETF TRUST II
Shares256.4K
Event2026-03-31
Filed2026-04-21
VGSH
-23.79%VANGUARD SCOTTSDALE FDS
Shares226.6K
Event2026-03-31
Filed2026-04-21
BA
-6.09%BOEING CO
Shares66.6K
Event2026-03-31
Filed2026-04-21
PFE
8.96%PFIZER INC
Shares470.4K
Event2026-03-31
Filed2026-04-21
TSM
-15.15%TAIWAN SEMICONDUCTOR MANUFAC
Shares38.7K
Event2026-03-31
Filed2026-04-21
HON
1.01%HONEYWELL INTL INC
Shares57.3K
Event2026-03-31
Filed2026-04-21
FTSL
-8.77%FIRST TR EXCHANGE-TRADED FD
Shares286.3K
Event2026-03-31
Filed2026-04-21
LMT
-0.20%LOCKHEED MARTIN CORP
Shares21.0K
Event2026-03-31
Filed2026-04-21
XLY
9.31%SELECT SECTOR SPDR TR
Shares115.5K
Event2026-03-31
Filed2026-04-21
LOW
-2.65%LOWES COS INC
Shares53.1K
Event2026-03-31
Filed2026-04-21
BMY
19.13%BRISTOL-MYERS SQUIBB CO
Shares203.9K
Event2026-03-31
Filed2026-04-21
MINT
70.99%PIMCO ETF TR
Shares122.1K
Event2026-03-31
Filed2026-04-21
VRIG
129.07%INVESCO ACTIVELY MANAGED EXC
Shares485.7K
Event2026-03-31
Filed2026-04-21
UPS
11.86%UNITED PARCEL SVCS INC
Shares121.8K
Event2026-03-31
Filed2026-04-21
NEAR
38.50%ISHARES U S ETF TR
Shares234.8K
Event2026-03-31
Filed2026-04-21
JAVA
14.62%J P MORGAN EXCHANGE TRADED F
Shares166.0K
Event2026-03-31
Filed2026-04-21
ABT
29.05%ABBOTT LABORATORIES
Shares114.6K
Event2026-03-31
Filed2026-04-21
PSX
13.83%PHILLIPS 66
Shares64.5K
Event2026-03-31
Filed2026-04-21
IEI
41.55%ISHARES TR
Shares98.8K
Event2026-03-31
Filed2026-04-21
XLI
17.20%SELECT SECTOR SPDR TR
Shares72.4K
Event2026-03-31
Filed2026-04-21
DHIL
0.00%DIAMOND HILL INVT GROUP INC
Shares67.6K
Event2026-03-31
Filed2026-04-21
LGOV
-5.08%FIRST TR EXCHANGE-TRADED FD
Shares536.3K
Event2026-03-31
Filed2026-04-21
CITIGROUP INC
-1.77%CITIGROUP INC
Shares101.5K
Event2026-03-31
Filed2026-04-21
COP
0.96%CONOCOPHILLIPS
Shares87.0K
Event2026-03-31
Filed2026-04-21
GSY
21.55%INVESCO ACTIVELY MANAGED EXC
Shares228.4K
Event2026-03-31
Filed2026-04-21
DAL
-2.35%DELTA AIR LINES INC
Shares171.3K
Event2026-03-31
Filed2026-04-21
VKTX
23.74%VIKING THERAPEUTICS INC
Shares347.8K
Event2026-03-31
Filed2026-04-21
VOOG
347.50%VANGUARD ADMIRAL FDS INC
Shares27.5K
Event2026-03-31
Filed2026-04-21
MARVELL TECHNOLOGY INC
1.00%MARVELL TECHNOLOGY INC
Shares113.3K
Event2026-03-31
Filed2026-04-21
VBR
-0.41%VANGUARD INDEX FDS
Shares50.8K
Event2026-03-31
Filed2026-04-21
EME
-2.76%EMCOR GROUP INC
Shares14.9K
Event2026-03-31
Filed2026-04-21
SPMO
-39.65%INVESCO EXCH TRADED FD TR II
Shares97.9K
Event2026-03-31
Filed2026-04-21
T
-16.12%AT&T INC
Shares375.1K
Event2026-03-31
Filed2026-04-21
TLH
68.39%ISHARES TR
Shares107.0K
Event2026-03-31
Filed2026-04-21
AXP
-22.27%AMERICAN EXPRESS CO
Shares35.5K
Event2026-03-31
Filed2026-04-21
FCX
9.97%FREEPORT MCMORAN INC
Shares182.6K
Event2026-03-31
Filed2026-04-21
BUFR
16.45%FIRST TR EXCHNG TRADED FD VI
Shares316.5K
Event2026-03-31
Filed2026-04-21
SCHD
-14.75%SCHWAB STRATEGIC TR
Shares348.1K
Event2026-03-31
Filed2026-04-21
DFAR
NewDIMENSIONAL ETF TRUST
Shares446.9K
Event2026-03-31
Filed2026-04-21
SO
7.19%SOUTHERN CO
Shares109.2K
Event2026-03-31
Filed2026-04-21
QCOM
-7.47%QUALCOMM INC
Shares81.7K
Event2026-03-31
Filed2026-04-21
ITA
7.22%ISHARES TR
Shares48.0K
Event2026-03-31
Filed2026-04-21
GILD
4.27%GILEAD SCIENCES INC
Shares75.2K
Event2026-03-31
Filed2026-04-21
SBUX
-13.29%STARBUCKS CORP
Shares115.6K
Event2026-03-31
Filed2026-04-21
DIHP
NewDIMENSIONAL ETF TRUST
Shares321.4K
Event2026-03-31
Filed2026-04-21
MS
-17.88%MORGAN STANLEY
Shares62.7K
Event2026-03-31
Filed2026-04-21
BNDX
-3.91%VANGUARD CHARLOTTE FDS
Shares213.2K
Event2026-03-31
Filed2026-04-21
FYX
13.83%FIRST TR EXCHANGE-TRADED ALP
Shares85.5K
Event2026-03-31
Filed2026-04-21
OEF
-21.08%ISHARES TR
Shares31.9K
Event2026-03-31
Filed2026-04-21
LVHI
151.56%LEGG MASON ETF INVT
Shares245.6K
Event2026-03-31
Filed2026-04-21
FPE
286.67%FIRST TR EXCH TRADED FD III
Shares559.9K
Event2026-03-31
Filed2026-04-21
DLN
59.82%WISDOMTREE TR
Shares111.0K
Event2026-03-31
Filed2026-04-21
BROS
12.20%DUTCH BROS INC
Shares194.7K
Event2026-03-31
Filed2026-04-21
GENERAL DYNAMICS CORP
-7.06%GENERAL DYNAMICS CORP
Shares28.7K
Event2026-03-31
Filed2026-04-21
ADI
-8.12%ANALOG DEVICES INC
Shares30.8K
Event2026-03-31
Filed2026-04-21
EFG
689.11%ISHARES TR
Shares87.6K
Event2026-03-31
Filed2026-04-21
FYC
1.11%FIRST TR EXCHANGE-TRADED ALP
Shares100.4K
Event2026-03-31
Filed2026-04-21
EEM
18.78%ISHARES TR
Shares170.2K
Event2026-03-31
Filed2026-04-21
FTGC
201.77%FIRST TR EXCHANGE TRAD FD VI
Shares335.8K
Event2026-03-31
Filed2026-04-21
FLGV
10.91%FRANKLIN TEMPLETON ETF TR
Shares471.3K
Event2026-03-31
Filed2026-04-21
MO
7.37%ALTRIA GROUP INC
Shares145.3K
Event2026-03-31
Filed2026-04-21
ASML
-10.02%ASML HLDG NV
Shares7.2K
Event2026-03-31
Filed2026-04-21
IMFL
380.39%INVESCO EXCH TRD SLF IDX FD
Shares297.6K
Event2026-03-31
Filed2026-04-21
TGT
7.32%TARGET CORP
Shares77.1K
Event2026-03-31
Filed2026-04-21
CGMM
-13.93%CAPITAL GROUP EQUITY ETF TR
Shares317.7K
Event2026-03-31
Filed2026-04-21
JEPI
1.75%J P MORGAN EXCHANGE TRADED F
Shares164.1K
Event2026-03-31
Filed2026-04-21
VRT
3.85%VERTIV HOLDINGS CO
Shares37.0K
Event2026-03-31
Filed2026-04-21
VT
-45.57%VANGUARD INTL EQUITY INDEX F
Shares66.9K
Event2026-03-31
Filed2026-04-21
WM
4.80%WASTE MGMT INC DEL
Shares40.2K
Event2026-03-31
Filed2026-04-21
DFNM
NewDIMENSIONAL ETF TRUST
Shares192.2K
Event2026-03-31
Filed2026-04-21
IYH
8.90%ISHARES TR
Shares148.6K
Event2026-03-31
Filed2026-04-21
VTEC
6.18%VANGUARD CALIF TAX FREE FDS
Shares92.4K
Event2026-03-31
Filed2026-04-21
JLL
-33.66%JONES LANG LASALLE INC
Shares30.0K
Event2026-03-31
Filed2026-04-21
ACCENTURE PLC IRELAND
-8.39%ACCENTURE PLC IRELAND
Shares45.9K
Event2026-03-31
Filed2026-04-21
BND
24.90%VANGUARD BD INDEX FDS
Shares122.7K
Event2026-03-31
Filed2026-04-21
ISRG
26.60%INTUITIVE SURGICAL INC
Shares19.6K
Event2026-03-31
Filed2026-04-21
DUKE ENERGY CORP NEW
9.91%DUKE ENERGY CORP NEW
Shares68.9K
Event2026-03-31
Filed2026-04-21
ADP
-6.68%AUTOMATIC DATA PROCESSING IN
Shares43.5K
Event2026-03-31
Filed2026-04-21
RDVI
9.85%FIRST TR EXCHANGE-TRADED FD
Shares345.4K
Event2026-03-31
Filed2026-04-21
VIOO
-4.94%VANGUARD ADMIRAL FDS INC
Shares76.8K
Event2026-03-31
Filed2026-04-21
EDIV
-5.82%SPDR INDEX SHS FDS
Shares222.5K
Event2026-03-31
Filed2026-04-21
HFXI
5.01%NEW YORK LIFE INVESTMENTS ET
Shares261.3K
Event2026-03-31
Filed2026-04-21
IHDG
-2.42%WISDOMTREE TR
Shares181.1K
Event2026-03-31
Filed2026-04-21
SHYL
14.98%DBX ETF TR
Shares196.0K
Event2026-03-31
Filed2026-04-21
UNP
-1.18%UNION PAC CORP
Shares35.2K
Event2026-03-31
Filed2026-04-21
NOW
57.66%SERVICENOW INC
Shares81.0K
Event2026-03-31
Filed2026-04-21
SPHQ
-5.85%INVESCO EXCHANGE TRADED FD T
Shares112.5K
Event2026-03-31
Filed2026-04-21
TRC
0.26%TEJON RANCH CO
Shares447.8K
Event2026-03-31
Filed2026-04-21
PM
-16.83%PHILIP MORRIS INTL INC
Shares50.8K
Event2026-03-31
Filed2026-04-21
BLACKROCK INC
-3.74%BLACKROCK INC
Shares8.7K
Event2026-03-31
Filed2026-04-21
CCL
3.50%CARNIVAL CORP
Shares319.3K
Event2026-03-31
Filed2026-04-21
DIS
-24.01%DISNEY WALT CO
Shares85.3K
Event2026-03-31
Filed2026-04-21
IJT
2.06%ISHARES TR
Shares56.5K
Event2026-03-31
Filed2026-04-21
USMV
-6.65%ISHARES TR
Shares87.4K
Event2026-03-31
Filed2026-04-21
CGDG
-48.40%CAPITAL GROUP DIVIDEND GROWE
Shares225.0K
Event2026-03-31
Filed2026-04-21
GTO
69.79%INVESCO ACTIVELY MANAGED EXC
Shares171.3K
Event2026-03-31
Filed2026-04-21
MTUM
-36.01%ISHARES TR
Shares33.4K
Event2026-03-31
Filed2026-04-21
JPST
9.05%J P MORGAN EXCHANGE TRADED F
Shares156.8K
Event2026-03-31
Filed2026-04-21
GAPR
3.53%FIRST TR EXCHNG TRADED FD VI
Shares194.2K
Event2026-03-31
Filed2026-04-21
CMI
0.92%CUMMINS INC
Shares14.6K
Event2026-03-31
Filed2026-04-21
CGNG
-1.73%CAPITAL GROUP NEW GEOGRAPHY
Shares248.1K
Event2026-03-31
Filed2026-04-21
FEMB
1225.95%FIRST TR EXCH TRADED FD III
Shares271.6K
Event2026-03-31
Filed2026-04-21
CRM
-10.55%SALESFORCE INC
Shares67.3K
Event2026-03-31
Filed2026-04-21
IDHQ
7.09%INVESCO EXCH TRADED FD TR II
Shares218.6K
Event2026-03-31
Filed2026-04-21
XLG
-30.22%INVESCO EXCHANGE TRADED FD T
Shares141.2K
Event2026-03-31
Filed2026-04-21
MBB
35.36%ISHARES TR
Shares81.0K
Event2026-03-31
Filed2026-04-21
VOE
5.56%VANGUARD INDEX FDS
Shares41.7K
Event2026-03-31
Filed2026-04-21
SCHX
2.66%SCHWAB STRATEGIC TR
Shares299.0K
Event2026-03-31
Filed2026-04-21
FCVT
-50.30%FIRST TR EXCHANGE-TRADED FD
Shares172.6K
Event2026-03-31
Filed2026-04-21
FTCB
4.98%FIRST TR EXCHANGE-TRADED FD
Shares363.3K
Event2026-03-31
Filed2026-04-21
AMAT
-4.52%APPLIED MATLS INC
Shares22.2K
Event2026-03-31
Filed2026-04-21
ARISTA NETWORKS INC
9.76%ARISTA NETWORKS INC
Shares61.7K
Event2026-03-31
Filed2026-04-21
APD
27.51%AIR PRODUCTS AND CHEMICALS I
Shares26.0K
Event2026-03-31
Filed2026-04-21
AFL
1.73%AFLAC INC
Shares68.8K
Event2026-03-31
Filed2026-04-21
DGRO
-19.69%ISHARES TR
Shares107.4K
Event2026-03-31
Filed2026-04-21
HGER
NewHARBOR ETF TRUST
Shares240.7K
Event2026-03-31
Filed2026-04-21
CGMS
-40.88%CAPITAL GRP FIXED INCM ETF T
Shares270.3K
Event2026-03-31
Filed2026-04-21
MEDTRONIC PLC
-17.64%MEDTRONIC PLC
Shares84.9K
Event2026-03-31
Filed2026-04-21
UNH
-10.09%UNITEDHEALTH GROUP INC
Shares27.0K
Event2026-03-31
Filed2026-04-21
ICLO
227.09%INVESCO ACTIVELY MANAGED EXC
Shares285.9K
Event2026-03-31
Filed2026-04-21
IJS
0.51%ISHARES TR
Shares61.0K
Event2026-03-31
Filed2026-04-21
EMR
0.62%EMERSON ELEC CO
Shares54.9K
Event2026-03-31
Filed2026-04-21
GLDM
862.85%WORLD GOLD TR
Shares77.5K
Event2026-03-31
Filed2026-04-21
DE
0.04%DEERE & CO
Shares12.8K
Event2026-03-31
Filed2026-04-21
JCPB
23.78%J P MORGAN EXCHANGE TRADED F
Shares152.2K
Event2026-03-31
Filed2026-04-21
CGGE
-51.76%CAPITAL GROUP GLOBAL EQUITY
Shares233.3K
Event2026-03-31
Filed2026-04-21
DELL
10.14%DELL TECHNOLOGIES INC
Shares43.0K
Event2026-03-31
Filed2026-04-21
THRO
72.72%BLACKROCK ETF TRUST
Shares192.3K
Event2026-03-31
Filed2026-04-21
NSC
71.87%NORFOLK SOUTHN CORP
Shares24.2K
Event2026-03-31
Filed2026-04-21
SNA
8.21%SNAP ON INC
Shares19.1K
Event2026-03-31
Filed2026-04-21
ITW
5.91%ILLINOIS TOOL WKS INC
Shares26.6K
Event2026-03-31
Filed2026-04-21
ICSH
4.93%ISHARES TR
Shares136.1K
Event2026-03-31
Filed2026-04-21
DUHP
NewDIMENSIONAL ETF TRUST
Shares186.6K
Event2026-03-31
Filed2026-04-21
IBB
13.01%ISHARES TR
Shares40.3K
Event2026-03-31
Filed2026-04-21
CPA
-9.35%COPA HOLDINGS SA
Shares59.6K
Event2026-03-31
Filed2026-04-21
COF
-38.67%CAPITAL ONE FINL CORP
Shares37.1K
Event2026-03-31
Filed2026-04-21
UI
-12.43%UBIQUITI INC
Shares8.5K
Event2026-03-31
Filed2026-04-21
NKE
14.77%NIKE INC
Shares126.6K
Event2026-03-31
Filed2026-04-21
ET
3.68%ENERGY TRANSFER L P
Shares345.6K
Event2026-03-31
Filed2026-04-21
GOVT
347.77%ISHARES TR
Shares287.7K
Event2026-03-31
Filed2026-04-21
SPAB
57.18%SPDR SERIES TRUST
Shares255.9K
Event2026-03-31
Filed2026-04-21
VDE
52.64%VANGUARD WORLD FD
Shares37.7K
Event2026-03-31
Filed2026-04-21
FFLC
-0.73%FIDELITY COVINGTON TRUST
Shares126.3K
Event2026-03-31
Filed2026-04-21
AEP
-3.78%AMERICAN ELEC PWR CO INC
Shares49.3K
Event2026-03-31
Filed2026-04-21
GRID
16.24%FIRST TR EXCHANGE-TRADED FD
Shares39.5K
Event2026-03-31
Filed2026-04-21
VOT
1.00%VANGUARD INDEX FDS
Shares25.0K
Event2026-03-31
Filed2026-04-21
FYEE
0.83%FIDELITY GREENWOOD STREET TR
Shares236.3K
Event2026-03-31
Filed2026-04-21
STIP
2107.34%ISHARES TR
Shares61.7K
Event2026-03-31
Filed2026-04-21
MSI
12.97%MOTOROLA SOLUTIONS INC
Shares14.6K
Event2026-03-31
Filed2026-04-21
HPE
15.11%HEWLETT PACKARD ENTERPRISE C
Shares264.4K
Event2026-03-31
Filed2026-04-21
PAUG
-1.39%INNOVATOR ETFS TRUST
Shares147.1K
Event2026-03-31
Filed2026-04-21
INTC
-32.97%INTEL CORP
Shares142.3K
Event2026-03-31
Filed2026-04-21
NBIS
6.90%NEBIUS GROUP N.V.
Shares60.4K
Event2026-03-31
Filed2026-04-21
VCLT
-4.87%VANGUARD SCOTTSDALE FDS
Shares83.9K
Event2026-03-31
Filed2026-04-21
BILS
14.74%SPDR SERIES TRUST
Shares62.6K
Event2026-03-31
Filed2026-04-21
JMEE
96.00%J P MORGAN EXCHANGE TRADED F
Shares93.0K
Event2026-03-31
Filed2026-04-21
PTLC
-11.64%PACER FDS TR
Shares117.5K
Event2026-03-31
Filed2026-04-21
EMXC
3.00%ISHARES INC
Shares77.9K
Event2026-03-31
Filed2026-04-21
SPGI
-4.13%S&P GLOBAL INC
Shares14.4K
Event2026-03-31
Filed2026-04-21
PH
-6.43%PARKER-HANNIFIN CORP
Shares6.8K
Event2026-03-31
Filed2026-04-21
FN
-30.24%FABRINET
Shares11.7K
Event2026-03-31
Filed2026-04-21
SYK
-12.39%STRYKER CORPORATION
Shares18.4K
Event2026-03-31
Filed2026-04-21
PFXF
1.77%VANECK ETF TRUST
Shares341.3K
Event2026-03-31
Filed2026-04-21
SPG
-4.21%SIMON PPTY GROUP INC NEW
Shares32.1K
Event2026-03-31
Filed2026-04-21
SHLD
52.39%GLOBAL X FDS
Shares84.3K
Event2026-03-31
Filed2026-04-21
TT
-3.57%TRANE TECHNOLOGIES PLC
Shares14.3K
Event2026-03-31
Filed2026-04-21
BKLN
53.09%INVESCO EXCH TRADED FD TR II
Shares291.9K
Event2026-03-31
Filed2026-04-21
IGM
13.73%ISHARES TR
Shares50.2K
Event2026-03-31
Filed2026-04-21
JEPQ
16.49%J P MORGAN EXCHANGE TRADED F
Shares106.5K
Event2026-03-31
Filed2026-04-21
DVN
-10.62%DEVON ENERGY CORP NEW
Shares116.7K
Event2026-03-31
Filed2026-04-21
DISV
1323.22%DIMENSIONAL ETF TRUST
Shares148.9K
Event2026-03-31
Filed2026-04-21
FDL
0.50%FIRST TR EXCHANGE-TRADED FD
Shares115.5K
Event2026-03-31
Filed2026-04-21
PLD
1.59%PROLOGIS INC.
Shares44.4K
Event2026-03-31
Filed2026-04-21
VCR
9.27%VANGUARD WORLD FD
Shares16.3K
Event2026-03-31
Filed2026-04-21
SDVY
6.38%FIRST TR EXCHANGE TRADED FD
Shares147.4K
Event2026-03-31
Filed2026-04-21
COHERENT CORP
-37.94%COHERENT CORP
Shares24.2K
Event2026-03-31
Filed2026-04-21
AME
17.88%AMETEK INC
Shares26.8K
Event2026-03-31
Filed2026-04-21
LINDE PLC
3.46%LINDE PLC
Shares11.6K
Event2026-03-31
Filed2026-04-21
VEU
23.11%VANGUARD INTL EQUITY INDEX F
Shares75.7K
Event2026-03-31
Filed2026-04-21
ES
333.29%EVERSOURCE ENERGY
Shares82.0K
Event2026-03-31
Filed2026-04-21
USHY
-13.63%ISHARES TR
Shares153.4K
Event2026-03-31
Filed2026-04-21
EPD
1.45%ENTERPRISE PRODS PARTNERS L
Shares149.1K
Event2026-03-31
Filed2026-04-21
CEF
-42.66%SPROTT ASSET MANAGEMENT LP
Shares117.4K
Event2026-03-31
Filed2026-04-21
SW
-0.99%SMURFIT WESTROCK PLC
Shares140.6K
Event2026-03-31
Filed2026-04-21
VCSH
31.85%VANGUARD SCOTTSDALE FDS
Shares70.3K
Event2026-03-31
Filed2026-04-21
WFC
-27.34%WELLS FARGO & CO
Shares69.8K
Event2026-03-31
Filed2026-04-21
BIV
6.91%VANGUARD BD INDEX FDS
Shares71.8K
Event2026-03-31
Filed2026-04-21
TXN
-24.73%TEXAS INSTRS INC
Shares28.1K
Event2026-03-31
Filed2026-04-21
CORZ
17.09%CORE SCIENTIFIC INC NEW
Shares362.9K
Event2026-03-31
Filed2026-04-21
CGCP
-44.87%CAPITAL GRP FIXED INCM ETF T
Shares241.8K
Event2026-03-31
Filed2026-04-21
DVY
4.01%ISHARES TR
Shares35.5K
Event2026-03-31
Filed2026-04-21
APH
5.62%AMPHENOL CORP
Shares42.4K
Event2026-03-31
Filed2026-04-21
DFAU
49.02%DIMENSIONAL ETF TRUST
Shares118.6K
Event2026-03-31
Filed2026-04-21
SHEL
1.90%SHELL PLC
Shares56.7K
Event2026-03-31
Filed2026-04-21
SLV
5.01%ISHARES SILVER TR
Shares77.3K
Event2026-03-31
Filed2026-04-21
MMM
2.26%3M CO
Shares35.7K
Event2026-03-31
Filed2026-04-21
OMC
659.75%OMNICOM GROUP INC
Shares67.9K
Event2026-03-31
Filed2026-04-21
KMI
1.42%KINDER MORGAN INC DEL
Shares152.4K
Event2026-03-31
Filed2026-04-21
VXF
25.08%VANGUARD INDEX FDS
Shares24.8K
Event2026-03-31
Filed2026-04-21
RSPG
NewINVESCO EXCHANGE TRADED FD T
Shares46.1K
Event2026-03-31
Filed2026-04-21
CGUS
-33.62%CAPITAL GROUP CORE EQUITY ET
Shares130.7K
Event2026-03-31
Filed2026-04-21
USIG
4.88%ISHARES TR
Shares97.7K
Event2026-03-31
Filed2026-04-21
ITOT
5.21%ISHARES TR
Shares35.1K
Event2026-03-31
Filed2026-04-21
PKG
24.17%PACKAGING CORP AMER
Shares23.4K
Event2026-03-31
Filed2026-04-21
IHE
1898.18%ISHARES TR
Shares57.2K
Event2026-03-31
Filed2026-04-21
CGCB
-46.83%CAPITAL GRP FIXED INCM ETF T
Shares188.7K
Event2026-03-31
Filed2026-04-21
GRNY
-4.66%TIDAL TRUST I
Shares207.4K
Event2026-03-31
Filed2026-04-21
SOXX
-3.27%ISHARES TR
Shares15.1K
Event2026-03-31
Filed2026-04-21
FESM
7.91%FIDELITY COVINGTON TRUST
Shares129.9K
Event2026-03-31
Filed2026-04-21
VST
29.01%VISTRA CORP
Shares32.1K
Event2026-03-31
Filed2026-04-21
CWB
-2.18%SPDR SERIES TRUST
Shares52.4K
Event2026-03-31
Filed2026-04-21
MAR
21.53%MARRIOTT INTL INC NEW
Shares14.6K
Event2026-03-31
Filed2026-04-21
THE CIGNA GROUP
-0.09%THE CIGNA GROUP
Shares17.8K
Event2026-03-31
Filed2026-04-21
LVS
14.47%LAS VEGAS SANDS CORP
Shares87.2K
Event2026-03-31
Filed2026-04-21
TMO
-10.71%THERMO FISHER SCIENTIFIC INC
Shares9.5K
Event2026-03-31
Filed2026-04-21
SHW
-16.39%SHERWIN WILLIAMS CO
Shares14.5K
Event2026-03-31
Filed2026-04-21
FBTC
183.23%FIDELITY WISE ORIGIN BITCOIN
Shares78.1K
Event2026-03-31
Filed2026-04-21
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares23.4K
Event2026-03-31
Filed2026-04-21
GOVI
11.02%INVESCO EXCH TRADED FD TR II
Shares168.0K
Event2026-03-31
Filed2026-04-21
IYG
12.08%ISHARES TR
Shares54.8K
Event2026-03-31
Filed2026-04-21
KEY
20.91%KEYCORP
Shares224.1K
Event2026-03-31
Filed2026-04-21
AIRR
13.24%FIRST TR EXCHANGE TRADED FD
Shares40.5K
Event2026-03-31
Filed2026-04-21
ACWX
10.55%ISHARES TR
Shares65.5K
Event2026-03-31
Filed2026-04-21
WELL
0.74%WELLTOWER INC
Shares22.6K
Event2026-03-31
Filed2026-04-21
DLR
6.49%DIGITAL RLTY TR INC
Shares24.7K
Event2026-03-31
Filed2026-04-21
RSG
4.66%REPUBLIC SVCS INC
Shares20.3K
Event2026-03-31
Filed2026-04-21
GDX
29.10%VANECK ETF TRUST
Shares48.4K
Event2026-03-31
Filed2026-04-21
LEN
34.70%LENNAR CORP
Shares50.4K
Event2026-03-31
Filed2026-04-21
MUB
7.94%ISHARES TR
Shares41.0K
Event2026-03-31
Filed2026-04-21
BBY
29.79%BEST BUY INC
Shares91.2K
Event2026-03-31
Filed2026-04-21
CIEN
-2.57%CIENA CORP
Shares11.1K
Event2026-03-31
Filed2026-04-21
KLAC
32.36%KLA CORP
Shares2.9K
Event2026-03-31
Filed2026-04-21
PYLD
13.07%PIMCO ETF TR
Shares163.9K
Event2026-03-31
Filed2026-04-21
NLR
8.04%VANECK ETF TRUST
Shares32.2K
Event2026-03-31
Filed2026-04-21
WEC ENERGY GROUP INC
9.56%WEC ENERGY GROUP INC
Shares36.9K
Event2026-03-31
Filed2026-04-21
AVDV
NewAMERICAN CENTY ETF TR
Shares42.6K
Event2026-03-31
Filed2026-04-21
VRTX
-2.57%VERTEX PHARMACEUTICALS INC
Shares9.5K
Event2026-03-31
Filed2026-04-21
SPHY
-21.82%SPDR SERIES TRUST
Shares181.2K
Event2026-03-31
Filed2026-04-21
MGV
-2.29%VANGUARD WORLD FD
Shares29.1K
Event2026-03-31
Filed2026-04-21
BSY
-8.14%BENTLEY SYS INC
Shares120.2K
Event2026-03-31
Filed2026-04-21
VFH
-5.54%VANGUARD WORLD FD
Shares34.7K
Event2026-03-31
Filed2026-04-21
FLMI
338.05%FRANKLIN TEMPLETON ETF TR
Shares168.6K
Event2026-03-31
Filed2026-04-21
HYTR
-1.11%NORTHERN LTS FD TR III
Shares196.1K
Event2026-03-31
Filed2026-04-21
OII
0.33%OCEANEERING INTL INC
Shares116.5K
Event2026-03-31
Filed2026-04-21
MTDR
0.93%MATADOR RES CO
Shares65.4K
Event2026-03-31
Filed2026-04-21
STWD
12.80%STARWOOD PPTY TR INC
Shares237.7K
Event2026-03-31
Filed2026-04-21
XLB
129.79%SELECT SECTOR SPDR TR
Shares81.5K
Event2026-03-31
Filed2026-04-21
SCHC
352.44%SCHWAB STRATEGIC TR
Shares86.9K
Event2026-03-31
Filed2026-04-21
IPGP
NewIPG PHOTONICS CORP
Shares35.4K
Event2026-03-31
Filed2026-04-21
UYLD
22.31%ANGEL OAK FUNDS TRUST
Shares79.1K
Event2026-03-31
Filed2026-04-21
STANLEY BLACK & DECKER INC
24.63%STANLEY BLACK & DECKER INC
Shares56.7K
Event2026-03-31
Filed2026-04-21
DFAS
-2.04%DIMENSIONAL ETF TRUST
Shares56.6K
Event2026-03-31
Filed2026-04-21
SCHW
29.51%SCHWAB CHARLES CORP
Shares42.6K
Event2026-03-31
Filed2026-04-21
BABA
-2.61%ALIBABA GROUP HLDG LTD
Shares31.9K
Event2026-03-31
Filed2026-04-21
IAGG
51.60%ISHARES TR
Shares79.8K
Event2026-03-31
Filed2026-04-21
QYLD
3.66%GLOBAL X FDS
Shares232.1K
Event2026-03-31
Filed2026-04-21
CL
-1.58%COLGATE PALMOLIVE CO
Shares46.6K
Event2026-03-31
Filed2026-04-21
CENCORA INC
-12.24%CENCORA INC
Shares12.5K
Event2026-03-31
Filed2026-04-21
CPAI
17.59%NORTHERN LTS FD TR III
Shares93.2K
Event2026-03-31
Filed2026-04-21
RJF
16.81%RAYMOND JAMES FINL INC
Shares26.7K
Event2026-03-31
Filed2026-04-21
VNQ
115.22%VANGUARD INDEX FDS
Shares43.3K
Event2026-03-31
Filed2026-04-21
USB
0.91%US BANCORP
Shares73.5K
Event2026-03-31
Filed2026-04-21
KNG
-7.59%FIRST TR EXCHANGE-TRADED FD
Shares78.1K
Event2026-03-31
Filed2026-04-21
VHT
-11.56%VANGUARD WORLD FD
Shares14.0K
Event2026-03-31
Filed2026-04-21
PZA
69.06%INVESCO EXCH TRADED FD TR II
Shares165.3K
Event2026-03-31
Filed2026-04-21
BLV
8.10%VANGUARD BD INDEX FDS
Shares55.2K
Event2026-03-31
Filed2026-04-21
LNG
49.79%CHENIERE ENERGY INC
Shares13.2K
Event2026-03-31
Filed2026-04-21
MDY
3.69%STATE STR SPDR S&P MIDCAP 40
Shares6.1K
Event2026-03-31
Filed2026-04-21
ALL
6.48%ALLSTATE CORP
Shares18.1K
Event2026-03-31
Filed2026-04-21
MP
-7.23%MP MATERIALS CORP
Shares77.4K
Event2026-03-31
Filed2026-04-21
SCHF
29.98%SCHWAB STRATEGIC TR
Shares150.1K
Event2026-03-31
Filed2026-04-21
MMC
-11.65%MARSH & MCLENNAN COS INC
Shares21.4K
Event2026-03-31
Filed2026-04-21
BE
250.96%BLOOM ENERGY CORP
Shares27.2K
Event2026-03-31
Filed2026-04-21
IVLU
-59.75%ISHARES TR
Shares92.3K
Event2026-03-31
Filed2026-04-21
MET
-2.36%METLIFE INC
Shares51.3K
Event2026-03-31
Filed2026-04-21
IBIT
6.08%ISHARES BITCOIN TRUST ETF
Shares94.3K
Event2026-03-31
Filed2026-04-21
BWXT
19.08%BWX TECHNOLOGIES INC
Shares17.5K
Event2026-03-31
Filed2026-04-21
ENB
-0.94%ENBRIDGE INC
Shares66.1K
Event2026-03-31
Filed2026-04-21
TSCO
-0.42%TRACTOR SUPPLY CO
Shares79.0K
Event2026-03-31
Filed2026-04-21
RF
-1.72%REGIONS FINANCIAL CORP NEW
Shares136.6K
Event2026-03-31
Filed2026-04-21
EQIX
12.25%EQUINIX INC
Shares3.6K
Event2026-03-31
Filed2026-04-21
MSOS
147.74%ADVISORSHARES TR
Shares1.0M
Event2026-03-31
Filed2026-04-21
NVO
-4.02%NOVO-NORDISK A S
Shares96.6K
Event2026-03-31
Filed2026-04-21
VMBS
14.22%VANGUARD SCOTTSDALE FDS
Shares75.6K
Event2026-03-31
Filed2026-04-21
ICE
-2.35%INTERCONTINENTAL EXCHANGE IN
Shares22.4K
Event2026-03-31
Filed2026-04-21
AFLG
4.20%FIRST TR EXCHNG TRADED FD VI
Shares91.0K
Event2026-03-31
Filed2026-04-21
SDY
-6.17%SPDR SERIES TRUST
Shares24.0K
Event2026-03-31
Filed2026-04-21
KEYS
1.04%KEYSIGHT TECHNOLOGIES INC
Shares12.4K
Event2026-03-31
Filed2026-04-21
CGGO
-37.47%CAPITAL GROUP GBL GROWTH EQT
Shares104.6K
Event2026-03-31
Filed2026-04-21
UNILEVER PLC
-30.53%UNILEVER PLC
Shares61.0K
Event2026-03-31
Filed2026-04-21
HAL
8.35%HALLIBURTON CO
Shares89.0K
Event2026-03-31
Filed2026-04-21
SEAGATE TECHNOLOGY HLDNGS PL
96.85%SEAGATE TECHNOLOGY HLDNGS PL
Shares8.8K
Event2026-03-31
Filed2026-04-21
DDIV
6.95%FIRST TR EXCHANGE TRADED FD
Shares85.2K
Event2026-03-31
Filed2026-04-21
SPSM
58.41%SPDR SERIES TRUST
Shares70.7K
Event2026-03-31
Filed2026-04-21
IWV
-90.37%ISHARES TR
Shares9.1K
Event2026-03-31
Filed2026-04-21
ROCKET LAB CORP
35.44%ROCKET LAB CORP
Shares52.5K
Event2026-03-31
Filed2026-04-21
HEFA
-9.95%ISHARES TR
Shares79.3K
Event2026-03-31
Filed2026-04-21
SHOP
-35.58%SHOPIFY INC
Shares28.4K
Event2026-03-31
Filed2026-04-21
MDLZ
4.09%MONDELEZ INTL INC
Shares58.4K
Event2026-03-31
Filed2026-04-21
TCAF
5.24%T ROWE PRICE ETF INC
Shares94.5K
Event2026-03-31
Filed2026-04-21
APOLLO GLOBAL MGMT INC
4.57%APOLLO GLOBAL MGMT INC
Shares30.1K
Event2026-03-31
Filed2026-04-21
KKR & CO INC
82.43%KKR & CO INC
Shares36.0K
Event2026-03-31
Filed2026-04-21
FTHI
19.44%FIRST TR EXCHANGE TRADED FD
Shares145.0K
Event2026-03-31
Filed2026-04-21
BKR
-55.76%BAKER HUGHES COMPANY
Shares54.5K
Event2026-03-31
Filed2026-04-21
PWR
-14.16%QUANTA SVCS INC
Shares6.1K
Event2026-03-31
Filed2026-04-21
VNLA
8.65%JANUS DETROIT STR TR
Shares67.3K
Event2026-03-31
Filed2026-04-21
IYW
-88.17%ISHARES TR
Shares18.1K
Event2026-03-31
Filed2026-04-21
IDEF
NewBLACKROCK ETF TRUST
Shares100.1K
Event2026-03-31
Filed2026-04-21
GLW
-33.40%CORNING INC
Shares24.1K
Event2026-03-31
Filed2026-04-21
PAAA
-2.47%PGIM ETF TR
Shares63.6K
Event2026-03-31
Filed2026-04-21
GCOW
0.85%PACER FDS TR
Shares70.3K
Event2026-03-31
Filed2026-04-21
PFF
-1.06%ISHARES TR
Shares107.1K
Event2026-03-31
Filed2026-04-21
BLCR
NewBLACKROCK ETF TRUST
Shares78.3K
Event2026-03-31
Filed2026-04-21
WMB
4.66%WILLIAMS COS INC
Shares43.8K
Event2026-03-31
Filed2026-04-21
NXPI
-6.00%NXP SEMICONDUCTORS N V
Shares16.2K
Event2026-03-31
Filed2026-04-21
WDC
44.55%WESTERN DIGITAL CORP
Shares11.7K
Event2026-03-31
Filed2026-04-21
MCHP
2.56%MICROCHIP TECHNOLOGY INC.
Shares48.6K
Event2026-03-31
Filed2026-04-21
JHMM
1.72%JOHN HANCOCK EXCHANGE TRADED
Shares46.5K
Event2026-03-31
Filed2026-04-21
CMCSA
-6.90%COMCAST CORP NEW
Shares106.9K
Event2026-03-31
Filed2026-04-21
INTU
-5.33%INTUIT
Shares7.1K
Event2026-03-31
Filed2026-04-21
CASY
38.60%CASEYS GEN STORES INC
Shares4.2K
Event2026-03-31
Filed2026-04-21
XYLD
1.29%GLOBAL X FDS
Shares77.7K
Event2026-03-31
Filed2026-04-21
FMUB
256.90%FIDELITY MERRIMACK STR TR
Shares59.7K
Event2026-03-31
Filed2026-04-21
CTVA
18.82%CORTEVA INC
Shares36.0K
Event2026-03-31
Filed2026-04-21
KNX
58.64%KNIGHT-SWIFT TRANSN HLDGS IN
Shares52.0K
Event2026-03-31
Filed2026-04-21
FALN
162.93%ISHARES TR
Shares111.8K
Event2026-03-31
Filed2026-04-21
LDRX
0.00%RBB FD INC
Shares97.4K
Event2026-03-31
Filed2026-04-21
DRI
11.45%DARDEN RESTAURANTS INC
Shares15.2K
Event2026-03-31
Filed2026-04-21
CRSP
136.98%CRISPR THERAPEUTICS AG
Shares62.4K
Event2026-03-31
Filed2026-04-21
HYLS
-16.68%FIRST TR EXCHANGE-TRADED FD
Shares73.1K
Event2026-03-31
Filed2026-04-21
BK
-51.23%BANK NEW YORK MELLON CORP
Shares25.0K
Event2026-03-31
Filed2026-04-21
LITE
236.36%LUMENTUM HLDGS INC
Shares4.2K
Event2026-03-31
Filed2026-04-21
QTEC
0.97%FIRST TR EXCHANGE-TRADED FD
Shares13.7K
Event2026-03-31
Filed2026-04-21
TOWN
406.95%TOWNEBANK PORTSMOUTH VA
Shares87.7K
Event2026-03-31
Filed2026-04-21
INRO
722.04%BLACKROCK ETF TRUST
Shares94.9K
Event2026-03-31
Filed2026-04-21
DBB
NewINVESCO DB MULTI-SECTOR COMM
Shares124.0K
Event2026-03-31
Filed2026-04-21
SPOT
120.50%SPOTIFY TECHNOLOGY S A
Shares5.9K
Event2026-03-31
Filed2026-04-21
TUSI
31.91%TOUCHSTONE ETF TRUST
Shares113.7K
Event2026-03-31
Filed2026-04-21
ALPS ETF TR
10.40%ALPS ETF TR
Shares54.7K
Event2026-03-31
Filed2026-04-21
FJUL
117.66%FIRST TR EXCHNG TRADED FD VI
Shares52.5K
Event2026-03-31
Filed2026-04-21
HBAN
275.60%HUNTINGTON BANCSHARES INC
Shares183.2K
Event2026-03-31
Filed2026-04-21
INNOVATOR ETFS TRUST
565.42%INNOVATOR ETFS TRUST
Shares56.8K
Event2026-03-31
Filed2026-04-21
VV
0.09%VANGUARD INDEX FDS
Shares9.6K
Event2026-03-31
Filed2026-04-21
VCRB
63.72%VANGUARD MALVERN FDS
Shares36.9K
Event2026-03-31
Filed2026-04-21
CIBR
-17.38%FIRST TR EXCHANGE-TRADED FD
Shares45.4K
Event2026-03-31
Filed2026-04-21
NEM
-19.50%NEWMONT CORP
Shares26.2K
Event2026-03-31
Filed2026-04-21
CFR
-3.55%CULLEN FROST BANKERS INC
Shares20.7K
Event2026-03-31
Filed2026-04-21
Call Option Holdings
SOLSTICE ADVANCED MATLS INC Call CallSOLSTICE ADVANCED MATLS INC1.6K sharesnew addition2026-03-312026-04-21
ABBV Call
-52.02%ABBVIE INC
Shares23.7K
Event2026-03-31
Filed2026-04-21
OXY Call
NewOCCIDENTAL PETE CORP
Shares35.0K
Event2026-03-31
Filed2026-04-21
MSFT Call
-59.00%MICROSOFT CORP
Shares4.1K
Event2026-03-31
Filed2026-04-21
AAPL Call
-79.63%APPLE INC
Shares4.4K
Event2026-03-31
Filed2026-04-21
QQQM Call
-50.00%INVESCO EXCH TRADED FD TR II
Shares4.3K
Event2026-03-31
Filed2026-04-21
ABT Call
NewABBOTT LABORATORIES
Shares5.9K
Event2026-03-31
Filed2026-04-21
DBB Call
NewINVESCO DB MULTI-SECTOR COMM
Shares20.0K
Event2026-03-31
Filed2026-04-21
HD Call
-50.00%HOME DEPOT INC
Shares1.4K
Event2026-03-31
Filed2026-04-21
SPY Call
-75.00%STATE STR SPDR S&P 500 ETF T
Shares500
Event2026-03-31
Filed2026-04-21
CLX Call
0.00%CLOROX CO DEL
Shares2.5K
Event2026-03-31
Filed2026-04-21
EQIX Call
NewEQUINIX INC
Shares200
Event2026-03-31
Filed2026-04-21
NFLX Call
NewNETFLIX INC.
Shares1.8K
Event2026-03-31
Filed2026-04-21
KKR & CO INC Call
NewKKR & CO INC
Shares1.6K
Event2026-03-31
Filed2026-04-21
CHWY Call
NewCHEWY INC
Shares5.0K
Event2026-03-31
Filed2026-04-21
WHR Call
NewWHIRLPOOL CORP
Shares2.5K
Event2026-03-31
Filed2026-04-21
AMD Call
0.00%ADVANCED MICRO DEVICES INC
Shares600
Event2026-03-31
Filed2026-04-21
SOLSTICE ADVANCED MATLS INC Call
NewSOLSTICE ADVANCED MATLS INC
Shares1.6K
Event2026-03-31
Filed2026-04-21
FSLY Call
NewFASTLY INC
Shares4.0K
Event2026-03-31
Filed2026-04-21
BTU Call
NewPEABODY ENGR CORP
Shares3.0K
Event2026-03-31
Filed2026-04-21
RTX Call
NewRTX CORPORATION
Shares500
Event2026-03-31
Filed2026-04-21
BMY Call
NewBRISTOL-MYERS SQUIBB CO
Shares1.5K
Event2026-03-31
Filed2026-04-21
XLE Call
-30.00%SELECT SECTOR SPDR TR
Shares1.4K
Event2026-03-31
Filed2026-04-21
TECK Call
NewTECK RESOURCES LTD
Shares1.5K
Event2026-03-31
Filed2026-04-21
NTR Call
NewNUTRIEN LTD
Shares1.0K
Event2026-03-31
Filed2026-04-21
ADM Call
NewARCHER DANIELS MIDLAND CO
Shares1.0K
Event2026-03-31
Filed2026-04-21
PANW Call
300.00%PALO ALTO NETWORKS INC
Shares400
Event2026-03-31
Filed2026-04-21
BROADCOM INC Call
100.00%BROADCOM INC
Shares200
Event2026-03-31
Filed2026-04-21
V Call
NewVISA INC
Shares200
Event2026-03-31
Filed2026-04-21
NTRA Call
0.00%NATERA INC
Shares300
Event2026-03-31
Filed2026-04-21
PBR Call
NewPETROLEO BRASILEIRO S A
Shares2.5K
Event2026-03-31
Filed2026-04-21
SLB Call
NewSLB LIMITED
Shares1.0K
Event2026-03-31
Filed2026-04-21
INTC Call
900.00%INTEL CORP
Shares1.0K
Event2026-03-31
Filed2026-04-21
AMZN Call
NewAMAZON COM INC
Shares200
Event2026-03-31
Filed2026-04-21
JOBY Call
-33.33%JOBY AVIATION INC
Shares5.0K
Event2026-03-31
Filed2026-04-21
SOFI Call
0.00%SOFI TECHNOLOGIES INC
Shares2.5K
Event2026-03-31
Filed2026-04-21
HAL Call
NewHALLIBURTON CO
Shares1.0K
Event2026-03-31
Filed2026-04-21
BUNGE GLOBAL SA Call
NewBUNGE GLOBAL SA
Shares300
Event2026-03-31
Filed2026-04-21
GDX Call
-55.56%VANECK ETF TRUST
Shares400
Event2026-03-31
Filed2026-04-21
RIVN Call
0.00%RIVIAN AUTOMOTIVE INC
Shares2.0K
Event2026-03-31
Filed2026-04-21
LKQ Call
NewLKQ CORP
Shares1.0K
Event2026-03-31
Filed2026-04-21
CF Call
NewCF INDUSTRIES HOLD
Shares200
Event2026-03-31
Filed2026-04-21
ONDS Call
NewONDAS INC
Shares2.5K
Event2026-03-31
Filed2026-04-21
RIG Call
NewTRANSOCEAN LTD
Shares3.0K
Event2026-03-31
Filed2026-04-21
ANGO Call
0.00%ANGIODYNAMICS INC
Shares1.2K
Event2026-03-31
Filed2026-04-21
MSTR Call
NewSTRATEGY INC
Shares100
Event2026-03-31
Filed2026-04-21
SN Call
NewSHARKNINJA INC
Shares100
Event2026-03-31
Filed2026-04-21
OKLO Call
NewOKLO INC
Shares200
Event2026-03-31
Filed2026-04-21
CSL Call
NewCARLISLE COS INC
Shares500
Event2026-03-31
Filed2026-04-21
ASTS Call
NewAST SPACEMOBILE INC
Shares100
Event2026-03-31
Filed2026-04-21
USAR Call
NewUSA RARE EARTH INC
Shares500
Event2026-03-31
Filed2026-04-21
MP Call
NewMP MATERIALS CORP
Shares100
Event2026-03-31
Filed2026-04-21
IONQ Call
NewIONQ INC
Shares100
Event2026-03-31
Filed2026-04-21
Put Option Holdings
SPY Put
NewSTATE STR SPDR S&P 500 ETF T
Shares7.7K
Event2026-03-31
Filed2026-04-21
INVESCO QQQ TR Put
NewINVESCO QQQ TR
Shares8.0K
Event2026-03-31
Filed2026-04-21
PEP Put
0.00%PEPSICO INC
Shares25.6K
Event2026-03-31
Filed2026-04-21
AAPL Put
17.09%APPLE INC
Shares13.7K
Event2026-03-31
Filed2026-04-21
NFLX Put
NewNETFLIX INC.
Shares34.5K
Event2026-03-31
Filed2026-04-21
LLY Put
-50.00%ELI LILLY & CO
Shares1.0K
Event2026-03-31
Filed2026-04-21
NVDA Put
NewNVIDIA CORPORATION
Shares4.6K
Event2026-03-31
Filed2026-04-21
IWM Put
NewISHARES TR
Shares1.0K
Event2026-03-31
Filed2026-04-21
SMH Put
NewVANECK ETF TRUST
Shares400
Event2026-03-31
Filed2026-04-21
INDA Put
NewISHARES TR
Shares3.0K
Event2026-03-31
Filed2026-04-21
AMZN Put
NewAMAZON COM INC
Shares400
Event2026-03-31
Filed2026-04-21
IBIT Put
NewISHARES BITCOIN TRUST ETF
Shares2.0K
Event2026-03-31
Filed2026-04-21
LITE Put
NewLUMENTUM HLDGS INC
Shares100
Event2026-03-31
Filed2026-04-21
CITIGROUP INC Put
NewCITIGROUP INC
Shares600
Event2026-03-31
Filed2026-04-21
SNDK Put
NewSANDISK CORP
Shares100
Event2026-03-31
Filed2026-04-21
JPM Put
NewJPMORGAN CHASE & CO
Shares200
Event2026-03-31
Filed2026-04-21
WDC Put
NewWESTERN DIGITAL CORP
Shares200
Event2026-03-31
Filed2026-04-21
VRT Put
NewVERTIV HOLDINGS CO
Shares200
Event2026-03-31
Filed2026-04-21
INTC Put
900.00%INTEL CORP
Shares1.0K
Event2026-03-31
Filed2026-04-21
HOOD Put
NewROBINHOOD MKTS INC
Shares600
Event2026-03-31
Filed2026-04-21
CIEN Put
-75.00%CIENA CORP
Shares100
Event2026-03-31
Filed2026-04-21
UAL Put
NewUNITED AIRLS HLDGS INC
Shares400
Event2026-03-31
Filed2026-04-21
GLW Put
NewCORNING INC
Shares200
Event2026-03-31
Filed2026-04-21
OXY Put
NewOCCIDENTAL PETE CORP
Shares300
Event2026-03-31
Filed2026-04-21
AAOI Put
NewAPPLIED OPTOELECTRONICS INC
Shares200
Event2026-03-31
Filed2026-04-21
SMR Put
NewNUSCALE PWR CORP
Shares1.0K
Event2026-03-31
Filed2026-04-21