The Analysis of Cooper Financial Group's Holdings & P&L


Currently, Cooper Financial Group holds 425 types of securities in its portfolio with a total value $989.5M. In the most recent quarter, they have increased their positions in BOND (+363.9K shares, valued at $33.6M), STOX (+869.9K shares, valued at $23.5M), FTHI (+298.0K shares, valued at $6.8M); decreased their positions in BIV (-490.2K shares, valued at $37.8M), JEPI (-93.5K shares, valued at $5.3M), PVAL (-92.0K shares, valued at $4.3M); initiated new positions in STOX (+869.9K shares, valued at $23.5M), FTHI (+298.0K shares, valued at $6.8M), DVYE (+174.6K shares, valued at $6.0M).


1M P&L
+20.7M+2.21%
3M P&L
-17.6M-1.80%
HY P&L
+23.2M+2.47%

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/A511.2M
59.1%
2Semiconductors51.3M
5.9%
3Consumer Electronics40.4M
4.7%

Top Industries by Stock Count

1N/A162 stocks
41.3%
2Software - Application12 stocks
3.1%
3Semiconductors11 stocks
2.8%
Stock Holdings
SCHV
SCHWAB STRATEGIC TR
3.61%
Shares2.1M
Event2026-03-31
Filed2026-04-07
INVESCO QQQ TR
INVESCO QQQ TR
4.00%
Shares75.0K
Event2026-03-31
Filed2026-04-07
NVDA
NVIDIA CORPORATION
1.28%
Shares237.8K
Event2026-03-31
Filed2026-04-07
AAPL
APPLE INC
3.38%
Shares159.3K
Event2026-03-31
Filed2026-04-07
BOND
PIMCO ETF TR
1119.75%
Shares396.4K
Event2026-03-31
Filed2026-04-07
PAVE
GLOBAL X FDS
3.40%
Shares551.4K
Event2026-03-31
Filed2026-04-07
AMZN
AMAZON COM INC
-1.35%
Shares114.1K
Event2026-03-31
Filed2026-04-07
STOX
HORIZON FDS
New
Shares869.9K
Event2026-03-31
Filed2026-04-07
MSFT
MICROSOFT CORP
-2.18%
Shares60.4K
Event2026-03-31
Filed2026-04-07
BROADCOM INC
BROADCOM INC
3.52%
Shares64.6K
Event2026-03-31
Filed2026-04-07
JEPI
J P MORGAN EXCHANGE TRADED F
-21.50%
Shares341.4K
Event2026-03-31
Filed2026-04-07
JPST
J P MORGAN EXCHANGE TRADED F
-4.10%
Shares367.9K
Event2026-03-31
Filed2026-04-07
ALPHABET INC
ALPHABET INC
4.43%
Shares63.9K
Event2026-03-31
Filed2026-04-07
BUFR
FIRST TR EXCHNG TRADED FD VI
5.59%
Shares508.9K
Event2026-03-31
Filed2026-04-07
PVAL
PUTNAM ETF TRUST
-21.52%
Shares335.5K
Event2026-03-31
Filed2026-04-07
AIQ
GLOBAL X FDS
8.46%
Shares328.3K
Event2026-03-31
Filed2026-04-07
TSLA
TESLA INC
4.92%
Shares36.8K
Event2026-03-31
Filed2026-04-07
JHML
JOHN HANCOCK EXCHANGE TRADED
3.21%
Shares141.4K
Event2026-03-31
Filed2026-04-07
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
15.00%
Shares20.8K
Event2026-03-31
Filed2026-04-07
GTO
INVESCO ACTIVELY MANAGED EXC
10.07%
Shares196.1K
Event2026-03-31
Filed2026-04-07
META
META PLATFORMS INC
8.30%
Shares15.8K
Event2026-03-31
Filed2026-04-07
AVUV
AMERICAN CENTY ETF TR
-0.43%
Shares79.7K
Event2026-03-31
Filed2026-04-07
FBND
FIDELITY MERRIMACK STR TR
-2.57%
Shares186.1K
Event2026-03-31
Filed2026-04-07
ALPHABET INC
ALPHABET INC
3.08%
Shares29.6K
Event2026-03-31
Filed2026-04-07
AVEM
AMERICAN CENTY ETF TR
11.42%
Shares104.4K
Event2026-03-31
Filed2026-04-07
VOOG
VANGUARD ADMIRAL FDS INC
-0.06%
Shares19.8K
Event2026-03-31
Filed2026-04-07
XSMO
INVESCO EXCHANGE TRADED FD T
0.49%
Shares99.4K
Event2026-03-31
Filed2026-04-07
JBND
J P MORGAN EXCHANGE TRADED F
2.35%
Shares133.0K
Event2026-03-31
Filed2026-04-07
FTHI
FIRST TR EXCHANGE TRADED FD
New
Shares298.0K
Event2026-03-31
Filed2026-04-07
DBEF
DBX ETF TR
-1.31%
Shares137.5K
Event2026-03-31
Filed2026-04-07
XOM
EXXON MOBIL CORP
16.66%
Shares37.4K
Event2026-03-31
Filed2026-04-07
DVYE
ISHARES INC
New
Shares174.6K
Event2026-03-31
Filed2026-04-07
HELO
J P MORGAN EXCHANGE TRADED F
7.78%
Shares91.6K
Event2026-03-31
Filed2026-04-07
IVV
ISHARES TR
34.02%
Shares8.9K
Event2026-03-31
Filed2026-04-07
DEI
DOUGLAS EMMETT INC
0.05%
Shares615.0K
Event2026-03-31
Filed2026-04-07
CGGR
CAPITAL GROUP GROWTH ETF
3.69%
Shares120.3K
Event2026-03-31
Filed2026-04-07
SCHF
SCHWAB STRATEGIC TR
New
Shares194.4K
Event2026-03-31
Filed2026-04-07
SPYV
SPDR SERIES TRUST
-2.70%
Shares84.0K
Event2026-03-31
Filed2026-04-07
SCHG
SCHWAB STRATEGIC TR
-16.92%
Shares157.0K
Event2026-03-31
Filed2026-04-07
FENI
FIDELITY COVINGTON TRUST
-0.20%
Shares121.5K
Event2026-03-31
Filed2026-04-07
UPS
UNITED PARCEL SVCS INC
0.40%
Shares44.8K
Event2026-03-31
Filed2026-04-07
LLY
ELI LILLY & CO
4.62%
Shares4.7K
Event2026-03-31
Filed2026-04-07
COST
COSTCO WHOLESALE CORPORATION
1.47%
Shares4.3K
Event2026-03-31
Filed2026-04-07
XSVM
INVESCO EXCHANGE TRADED FD T
-2.57%
Shares71.7K
Event2026-03-31
Filed2026-04-07
WMT
WALMART INC
-18.75%
Shares34.5K
Event2026-03-31
Filed2026-04-07
DTH
WISDOMTREE TR
New
Shares78.9K
Event2026-03-31
Filed2026-04-07
SPYG
SPDR SERIES TRUST
0.06%
Shares38.3K
Event2026-03-31
Filed2026-04-07
NFLX
NETFLIX INC.
3.08%
Shares38.9K
Event2026-03-31
Filed2026-04-07
CVX
CHEVRON CORPORATION
5.05%
Shares17.8K
Event2026-03-31
Filed2026-04-07
SPY
STATE STR SPDR S&P 500 ETF T
-10.37%
Shares5.4K
Event2026-03-31
Filed2026-04-07
IWY
ISHARES TR
New
Shares14.1K
Event2026-03-31
Filed2026-04-07
V
VISA INC
-11.74%
Shares11.2K
Event2026-03-31
Filed2026-04-07
YEAR
AB ACTIVE ETFS INC
New
Shares64.9K
Event2026-03-31
Filed2026-04-07
JAAA
JANUS DETROIT STR TR
6.95%
Shares64.7K
Event2026-03-31
Filed2026-04-07
IEFA
ISHARES TR
53.34%
Shares35.3K
Event2026-03-31
Filed2026-04-07
JHMD
JOHN HANCOCK EXCHANGE TRADED
3.99%
Shares73.7K
Event2026-03-31
Filed2026-04-07
IEMG
ISHARES INC
27.17%
Shares44.6K
Event2026-03-31
Filed2026-04-07
CAT
CATERPILLAR INC
-4.98%
Shares4.3K
Event2026-03-31
Filed2026-04-07
JPM
JPMORGAN CHASE & CO
0.38%
Shares10.4K
Event2026-03-31
Filed2026-04-07
CGDV
CAPITAL GROUP DIVIDEND VALUE
-1.37%
Shares70.7K
Event2026-03-31
Filed2026-04-07
PG
PROCTER & GAMBLE CO
7.65%
Shares20.2K
Event2026-03-31
Filed2026-04-07
AFIF
TWO RDS SHARED TR
New
Shares312.7K
Event2026-03-31
Filed2026-04-07
CITIGROUP INC
CITIGROUP INC
-15.02%
Shares25.4K
Event2026-03-31
Filed2026-04-07
AMGN
AMGEN INC
6.35%
Shares8.1K
Event2026-03-31
Filed2026-04-07
SCHX
SCHWAB STRATEGIC TR
16.74%
Shares111.0K
Event2026-03-31
Filed2026-04-07
JIRE
J P MORGAN EXCHANGE TRADED F
4.86%
Shares37.3K
Event2026-03-31
Filed2026-04-07
GS
GOLDMAN SACHS GROUP INC
3.81%
Shares3.2K
Event2026-03-31
Filed2026-04-07
ITOT
ISHARES TR
1.93%
Shares18.9K
Event2026-03-31
Filed2026-04-07
WTV
WISDOMTREE TR
-3.51%
Shares28.2K
Event2026-03-31
Filed2026-04-07
BIV
VANGUARD BD INDEX FDS
-93.42%
Shares34.5K
Event2026-03-31
Filed2026-04-07
JMST
J P MORGAN EXCHANGE TRADED F
-3.59%
Shares51.7K
Event2026-03-31
Filed2026-04-07
IBM
INTERNATIONAL BUSINESS MACHS
4.69%
Shares10.6K
Event2026-03-31
Filed2026-04-07
MA
MASTERCARD INCORPORATED
4.21%
Shares5.1K
Event2026-03-31
Filed2026-04-07
CSCO
CISCO SYS INC
7.32%
Shares32.8K
Event2026-03-31
Filed2026-04-07
QDPL
PACER FDS TR
New
Shares63.2K
Event2026-03-31
Filed2026-04-07
RTX
RTX CORPORATION
2.68%
Shares12.9K
Event2026-03-31
Filed2026-04-07
JNJ
JOHNSON & JOHNSON
11.60%
Shares10.2K
Event2026-03-31
Filed2026-04-07
IWD
ISHARES TR
48.79%
Shares11.5K
Event2026-03-31
Filed2026-04-07
SPYM
SPDR SERIES TRUST
72.38%
Shares31.9K
Event2026-03-31
Filed2026-04-07
EATON CORP PLC
EATON CORP PLC
8.36%
Shares6.6K
Event2026-03-31
Filed2026-04-07
IDV
ISHARES TR
New
Shares54.8K
Event2026-03-31
Filed2026-04-07
HD
HOME DEPOT INC
-3.84%
Shares7.0K
Event2026-03-31
Filed2026-04-07
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-0.06%
Shares6.8K
Event2026-03-31
Filed2026-04-07
GBAB
GUGGENHEIM TAXABLE MUNICP BO
1.72%
Shares157.5K
Event2026-03-31
Filed2026-04-07
MCK
MCKESSON CORP
-9.20%
Shares2.6K
Event2026-03-31
Filed2026-04-07
MU
MICRON TECHNOLOGY INC
-18.52%
Shares6.6K
Event2026-03-31
Filed2026-04-07
FTEC
FIDELITY COVINGTON TRUST
-3.94%
Shares10.6K
Event2026-03-31
Filed2026-04-07
IWF
ISHARES TR
-2.88%
Shares5.1K
Event2026-03-31
Filed2026-04-07
DIS
DISNEY WALT CO
3.86%
Shares21.9K
Event2026-03-31
Filed2026-04-07
JPIE
J P MORGAN EXCHANGE TRADED F
-0.17%
Shares44.9K
Event2026-03-31
Filed2026-04-07
ORCL
ORACLE CORP
17.47%
Shares14.0K
Event2026-03-31
Filed2026-04-07
VRTX
VERTEX PHARMACEUTICALS INC
-13.89%
Shares4.6K
Event2026-03-31
Filed2026-04-07
NOW
SERVICENOW INC
14.14%
Shares19.6K
Event2026-03-31
Filed2026-04-07
ABBV
ABBVIE INC
2.49%
Shares9.4K
Event2026-03-31
Filed2026-04-07
HDV
ISHARES TR
-4.52%
Shares14.8K
Event2026-03-31
Filed2026-04-07
IJH
ISHARES TR
8.65%
Shares29.6K
Event2026-03-31
Filed2026-04-07
SHY
ISHARES TR
0.10%
Shares23.4K
Event2026-03-31
Filed2026-04-07
IWP
ISHARES TR
-1.47%
Shares14.3K
Event2026-03-31
Filed2026-04-07
PLTR
PALANTIR TECHNOLOGIES INC
23.51%
Shares12.4K
Event2026-03-31
Filed2026-04-07
FDX
FEDEX CORP
-8.68%
Shares5.0K
Event2026-03-31
Filed2026-04-07
PM
PHILIP MORRIS INTL INC
-3.65%
Shares10.8K
Event2026-03-31
Filed2026-04-07
KO
COCA COLA CO
8.82%
Shares22.9K
Event2026-03-31
Filed2026-04-07
SPGM
SPDR INDEX SHS FDS
New
Shares22.8K
Event2026-03-31
Filed2026-04-07
TMO
THERMO FISHER SCIENTIFIC INC
40.31%
Shares3.5K
Event2026-03-31
Filed2026-04-07
SCHW
SCHWAB CHARLES CORP
8.54%
Shares18.2K
Event2026-03-31
Filed2026-04-07
ARISTA NETWORKS INC
ARISTA NETWORKS INC
6.05%
Shares13.9K
Event2026-03-31
Filed2026-04-07
IUSB
ISHARES TR
-11.42%
Shares35.5K
Event2026-03-31
Filed2026-04-07
LAM RESEARCH CORP
LAM RESEARCH CORP
78.58%
Shares7.6K
Event2026-03-31
Filed2026-04-07
CRWD
CROWDSTRIKE HLDGS INC
-6.29%
Shares4.2K
Event2026-03-31
Filed2026-04-07
JBBB
JANUS DETROIT STR TR
-9.59%
Shares34.5K
Event2026-03-31
Filed2026-04-07
AGNC
AGNC INVT CORP
82.40%
Shares159.9K
Event2026-03-31
Filed2026-04-07
TMUS
T-MOBILE US INC
-4.41%
Shares7.5K
Event2026-03-31
Filed2026-04-07
AMD
ADVANCED MICRO DEVICES INC
7.07%
Shares7.6K
Event2026-03-31
Filed2026-04-07
BAC
BANK AMERICA CORP
-13.03%
Shares31.6K
Event2026-03-31
Filed2026-04-07
NEE
NEXTERA ENERGY INC
-2.45%
Shares15.6K
Event2026-03-31
Filed2026-04-07
CTVA
CORTEVA INC
-2.36%
Shares17.2K
Event2026-03-31
Filed2026-04-07
FRDM
EA SERIES TRUST
New
Shares26.1K
Event2026-03-31
Filed2026-04-07
VB
VANGUARD INDEX FDS
18.55%
Shares5.4K
Event2026-03-31
Filed2026-04-07
ETFS GOLD TR
ETFS GOLD TR
New
Shares31.5K
Event2026-03-31
Filed2026-04-07
IGE
ISHARES TR
New
Shares22.1K
Event2026-03-31
Filed2026-04-07
TOTL
SSGA ACTIVE ETF TR
-1.09%
Shares34.8K
Event2026-03-31
Filed2026-04-07
FTLS
FIRST TR EXCH TRADED FD III
-2.58%
Shares19.6K
Event2026-03-31
Filed2026-04-07
COP
CONOCOPHILLIPS
8.26%
Shares10.4K
Event2026-03-31
Filed2026-04-07
PECO
PHILLIPS EDISON & CO INC
0.00%
Shares36.6K
Event2026-03-31
Filed2026-04-07
PAAA
PGIM ETF TR
87.50%
Shares26.6K
Event2026-03-31
Filed2026-04-07
GLD
SPDR GOLD TR
14.95%
Shares3.0K
Event2026-03-31
Filed2026-04-07
NOC
NORTHROP GRUMMAN CORP
-1.09%
Shares1.9K
Event2026-03-31
Filed2026-04-07
VUG
VANGUARD INDEX FDS
69.18%
Shares2.9K
Event2026-03-31
Filed2026-04-07
CRM
SALESFORCE INC
-13.16%
Shares6.9K
Event2026-03-31
Filed2026-04-07
IVW
ISHARES TR
0.26%
Shares10.8K
Event2026-03-31
Filed2026-04-07
SNOW
SNOWFLAKE INC
28.88%
Shares8.1K
Event2026-03-31
Filed2026-04-07
UBER
UBER TECHNOLOGIES INC
34.88%
Shares16.8K
Event2026-03-31
Filed2026-04-07
GE AEROSPACE
GE AEROSPACE
-4.42%
Shares4.2K
Event2026-03-31
Filed2026-04-07
GLW
CORNING INC
-14.03%
Shares8.6K
Event2026-03-31
Filed2026-04-07
LMT
LOCKHEED MARTIN CORP
1.36%
Shares1.9K
Event2026-03-31
Filed2026-04-07
PANW
PALO ALTO NETWORKS INC
71.30%
Shares7.2K
Event2026-03-31
Filed2026-04-07
BLACKSTONE INC
BLACKSTONE INC
-5.20%
Shares10.0K
Event2026-03-31
Filed2026-04-07
DYNF
BLACKROCK ETF TRUST
-0.06%
Shares19.8K
Event2026-03-31
Filed2026-04-07
GEV
GE VERNOVA INC
32.16%
Shares1.3K
Event2026-03-31
Filed2026-04-07
IGR
CBRE GBL REAL ESTATE INC FD
3.89%
Shares261.4K
Event2026-03-31
Filed2026-04-07
AMAT
APPLIED MATLS INC
7.30%
Shares3.4K
Event2026-03-31
Filed2026-04-07
IVE
ISHARES TR
24.41%
Shares5.3K
Event2026-03-31
Filed2026-04-07
APH
AMPHENOL CORP
13.33%
Shares8.9K
Event2026-03-31
Filed2026-04-07
HON
HONEYWELL INTL INC
0.81%
Shares5.0K
Event2026-03-31
Filed2026-04-07
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
-4.30%
Shares2.9K
Event2026-03-31
Filed2026-04-07
UNH
UNITEDHEALTH GROUP INC
-6.89%
Shares4.0K
Event2026-03-31
Filed2026-04-07
MS
MORGAN STANLEY
6.51%
Shares6.6K
Event2026-03-31
Filed2026-04-07
HLT
HILTON WORLDWIDE HLDGS INC
-4.46%
Shares3.6K
Event2026-03-31
Filed2026-04-07
SRE
SEMPRA
1.35%
Shares10.9K
Event2026-03-31
Filed2026-04-07
INTC
INTEL CORP
4.22%
Shares23.9K
Event2026-03-31
Filed2026-04-07
ALL
ALLSTATE CORP
340.07%
Shares5.1K
Event2026-03-31
Filed2026-04-07
QUAL
ISHARES TR
-32.15%
Shares5.4K
Event2026-03-31
Filed2026-04-07
DASH
DOORDASH INC
12.14%
Shares6.9K
Event2026-03-31
Filed2026-04-07
MERCK & CO INC
MERCK & CO INC
30.24%
Shares8.5K
Event2026-03-31
Filed2026-04-07
VCIT
VANGUARD SCOTTSDALE FDS
3.84%
Shares12.4K
Event2026-03-31
Filed2026-04-07
RQI
COHEN & STEERS QUALITY INCOM
2.97%
Shares84.7K
Event2026-03-31
Filed2026-04-07
DFAC
DIMENSIONAL ETF TRUST
-23.60%
Shares25.9K
Event2026-03-31
Filed2026-04-07
BMY
BRISTOL-MYERS SQUIBB CO
29.11%
Shares16.5K
Event2026-03-31
Filed2026-04-07
EFV
ISHARES TR
-24.07%
Shares13.4K
Event2026-03-31
Filed2026-04-07
COF
CAPITAL ONE FINL CORP
-6.17%
Shares5.5K
Event2026-03-31
Filed2026-04-07
JEPQ
J P MORGAN EXCHANGE TRADED F
-5.83%
Shares18.0K
Event2026-03-31
Filed2026-04-07
EOG
EOG RES INC
-15.29%
Shares6.9K
Event2026-03-31
Filed2026-04-07
JQUA
J P MORGAN EXCHANGE TRADED F
2.92%
Shares16.2K
Event2026-03-31
Filed2026-04-07
INTU
INTUIT
14.36%
Shares2.3K
Event2026-03-31
Filed2026-04-07
FCX
FREEPORT MCMORAN INC
-2.78%
Shares16.9K
Event2026-03-31
Filed2026-04-07
SCHD
SCHWAB STRATEGIC TR
2.26%
Shares32.2K
Event2026-03-31
Filed2026-04-07
GDX
VANECK ETF TRUST
New
Shares10.7K
Event2026-03-31
Filed2026-04-07
TLT
ISHARES TR
-3.29%
Shares11.3K
Event2026-03-31
Filed2026-04-07
LH
LABCORP HOLDINGS INC
-14.51%
Shares3.6K
Event2026-03-31
Filed2026-04-07
KLAC
KLA CORP
31.55%
Shares638
Event2026-03-31
Filed2026-04-07
ILCG
ISHARES TR
0.00%
Shares9.6K
Event2026-03-31
Filed2026-04-07
THE CIGNA GROUP
THE CIGNA GROUP
50.00%
Shares3.4K
Event2026-03-31
Filed2026-04-07
BLACKROCK INC
BLACKROCK INC
0.32%
Shares951
Event2026-03-31
Filed2026-04-07
PLD
PROLOGIS INC.
-0.83%
Shares6.9K
Event2026-03-31
Filed2026-04-07
JCI
JOHNSON CONTROLS INTERNATION
-3.39%
Shares6.9K
Event2026-03-31
Filed2026-04-07
AXP
AMERICAN EXPRESS CO
-6.19%
Shares3.0K
Event2026-03-31
Filed2026-04-07
VLO
VALERO ENERGY CORP
-4.98%
Shares3.6K
Event2026-03-31
Filed2026-04-07
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-9.22%
Shares1.5K
Event2026-03-31
Filed2026-04-07
COWZ
PACER FDS TR
-8.05%
Shares14.2K
Event2026-03-31
Filed2026-04-07
URA
GLOBAL X FDS
1.96%
Shares18.3K
Event2026-03-31
Filed2026-04-07
JADE
J P MORGAN EXCHANGE TRADED F
7.70%
Shares12.8K
Event2026-03-31
Filed2026-04-07
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-1.80%
Shares17.8K
Event2026-03-31
Filed2026-04-07
LUV
SOUTHWEST AIRLS CO
-6.79%
Shares22.1K
Event2026-03-31
Filed2026-04-07
IJR
ISHARES TR
-1.08%
Shares6.6K
Event2026-03-31
Filed2026-04-07
PH
PARKER-HANNIFIN CORP
9.45%
Shares915
Event2026-03-31
Filed2026-04-07
BWXT
BWX TECHNOLOGIES INC
-11.10%
Shares4.0K
Event2026-03-31
Filed2026-04-07
MEDTRONIC PLC
MEDTRONIC PLC
2.69%
Shares9.3K
Event2026-03-31
Filed2026-04-07
GM
GENERAL MTRS CO
-7.14%
Shares10.8K
Event2026-03-31
Filed2026-04-07
WPC
WP CAREY INC
0.96%
Shares11.8K
Event2026-03-31
Filed2026-04-07
GILD
GILEAD SCIENCES INC
21.47%
Shares5.7K
Event2026-03-31
Filed2026-04-07
GIL
GILDAN ACTIVEWEAR INC
0.69%
Shares14.3K
Event2026-03-31
Filed2026-04-07
MCD
MCDONALDS CORP
25.02%
Shares2.5K
Event2026-03-31
Filed2026-04-07
ETH
GRAYSCALE ETHEREUM STAKING
New
Shares39.7K
Event2026-03-31
Filed2026-04-07
IYW
ISHARES TR
-29.87%
Shares4.3K
Event2026-03-31
Filed2026-04-07
BSV
VANGUARD BD INDEX FDS
-4.24%
Shares9.8K
Event2026-03-31
Filed2026-04-07
OTIS
OTIS WORLDWIDE CORP
-1.47%
Shares9.7K
Event2026-03-31
Filed2026-04-07
VCSH
VANGUARD SCOTTSDALE FDS
0.69%
Shares9.4K
Event2026-03-31
Filed2026-04-07
REGN
REGENERON PHARMACEUTICALS
-3.52%
Shares958
Event2026-03-31
Filed2026-04-07
BLUEROCK PVT REAL ESTATE FD
BLUEROCK PVT REAL ESTATE FD
138.25%
Shares44.3K
Event2026-03-31
Filed2026-04-07
PGR
PROGRESSIVE CORP
2.34%
Shares3.7K
Event2026-03-31
Filed2026-04-07
DDOG
DATADOG INC
New
Shares6.2K
Event2026-03-31
Filed2026-04-07
NRG
NRG ENERGY INC
-1.00%
Shares5.0K
Event2026-03-31
Filed2026-04-07
BCD
ABRDN ETFS
New
Shares20.2K
Event2026-03-31
Filed2026-04-07
PHM
PULTE GROUP INC
-3.67%
Shares6.1K
Event2026-03-31
Filed2026-04-07
EXC
EXELON CORP
1.37%
Shares14.5K
Event2026-03-31
Filed2026-04-07
ANNALY CAPITAL MANAGEMENT IN
ANNALY CAPITAL MANAGEMENT IN
New
Shares33.7K
Event2026-03-31
Filed2026-04-07
DE
DEERE & CO
12.87%
Shares1.3K
Event2026-03-31
Filed2026-04-07
GRAYSCALE BITCOIN MINI TR ET
GRAYSCALE BITCOIN MINI TR ET
60.32%
Shares23.0K
Event2026-03-31
Filed2026-04-07
MBB
ISHARES TR
14.52%
Shares7.3K
Event2026-03-31
Filed2026-04-07
VT
VANGUARD INTL EQUITY INDEX F
0.00%
Shares4.8K
Event2026-03-31
Filed2026-04-07
H
HYATT HOTELS CORP
2.97%
Shares4.6K
Event2026-03-31
Filed2026-04-07
STZ
CONSTELLATION BRANDS INC
3.09%
Shares4.4K
Event2026-03-31
Filed2026-04-07
T
AT&T INC
-14.40%
Shares22.9K
Event2026-03-31
Filed2026-04-07
ADI
ANALOG DEVICES INC
120.04%
Shares2.1K
Event2026-03-31
Filed2026-04-07
ISRG
INTUITIVE SURGICAL INC
-10.79%
Shares1.4K
Event2026-03-31
Filed2026-04-07
FTNT
FORTINET INC
-49.39%
Shares8.1K
Event2026-03-31
Filed2026-04-07
SHOP
SHOPIFY INC
71.07%
Shares5.5K
Event2026-03-31
Filed2026-04-07
SNY
SANOFI SA
22.25%
Shares13.4K
Event2026-03-31
Filed2026-04-07
CDX
SIMPLIFY EXCHANGE TRADED FUN
0.00%
Shares30.0K
Event2026-03-31
Filed2026-04-07
URI
UNITED RENTALS INC
3.66%
Shares878
Event2026-03-31
Filed2026-04-07
QCOM
QUALCOMM INC
-24.96%
Shares4.9K
Event2026-03-31
Filed2026-04-07
TJX
TJX COS INC NEW
27.23%
Shares4.0K
Event2026-03-31
Filed2026-04-07
WTMF
WISDOMTREE TR
-1.46%
Shares16.0K
Event2026-03-31
Filed2026-04-07
XLG
INVESCO EXCHANGE TRADED FD T
5.59%
Shares11.6K
Event2026-03-31
Filed2026-04-07
SO
SOUTHERN CO
-0.11%
Shares6.6K
Event2026-03-31
Filed2026-04-07
BP
BP PLC
-12.98%
Shares13.3K
Event2026-03-31
Filed2026-04-07
PPL
PPL CORP
-1.85%
Shares16.3K
Event2026-03-31
Filed2026-04-07
PEP
PEPSICO INC
7.07%
Shares4.0K
Event2026-03-31
Filed2026-04-07
SNPS
SYNOPSYS INC
4.81%
Shares1.5K
Event2026-03-31
Filed2026-04-07
WDC
WESTERN DIGITAL CORP
36.85%
Shares2.2K
Event2026-03-31
Filed2026-04-07
JTEK
J P MORGAN EXCHANGE TRADED F
3.05%
Shares7.6K
Event2026-03-31
Filed2026-04-07
JGRO
J P MORGAN EXCHANGE TRADED F
5.90%
Shares7.1K
Event2026-03-31
Filed2026-04-07
TXN
TEXAS INSTRS INC
59.49%
Shares3.1K
Event2026-03-31
Filed2026-04-07
QAI
NEW YORK LIFE INVESTMENTS ET
-0.67%
Shares17.2K
Event2026-03-31
Filed2026-04-07
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
-8.48%
Shares5.3K
Event2026-03-31
Filed2026-04-07
CGMS
CAPITAL GRP FIXED INCM ETF T
1.19%
Shares20.8K
Event2026-03-31
Filed2026-04-07
HWM
HOWMET AEROSPACE INC
3.17%
Shares2.4K
Event2026-03-31
Filed2026-04-07
ABT
ABBOTT LABORATORIES
-7.28%
Shares5.4K
Event2026-03-31
Filed2026-04-07
NEM
NEWMONT CORP
New
Shares5.1K
Event2026-03-31
Filed2026-04-07
ADBE
ADOBE INC
-46.93%
Shares2.3K
Event2026-03-31
Filed2026-04-07
CUBE
CUBESMART
0.34%
Shares15.0K
Event2026-03-31
Filed2026-04-07
CDNS
CADENCE DESIGN SYSTEM INC
-0.56%
Shares2.0K
Event2026-03-31
Filed2026-04-07
VZ
VERIZON COMMUNICATIONS INC
14.07%
Shares10.6K
Event2026-03-31
Filed2026-04-07
EME
EMCOR GROUP INC
-7.71%
Shares718
Event2026-03-31
Filed2026-04-07
PYPL
PAYPAL HLDGS INC
11.87%
Shares11.7K
Event2026-03-31
Filed2026-04-07
LINDE PLC
LINDE PLC
42.45%
Shares1.1K
Event2026-03-31
Filed2026-04-07
DT
DYNATRACE INC
0.45%
Shares14.1K
Event2026-03-31
Filed2026-04-07
LOW
LOWES COS INC
11.32%
Shares2.2K
Event2026-03-31
Filed2026-04-07
CPT
CAMDEN PPTY TR
-0.47%
Shares5.3K
Event2026-03-31
Filed2026-04-07
SCHZ
SCHWAB STRATEGIC TR
42.05%
Shares22.1K
Event2026-03-31
Filed2026-04-07
WFC
WELLS FARGO & CO
-8.18%
Shares6.5K
Event2026-03-31
Filed2026-04-07
MTUM
ISHARES TR
26.26%
Shares2.1K
Event2026-03-31
Filed2026-04-07
GFEB
FIRST TR EXCHNG TRADED FD VI
New
Shares12.3K
Event2026-03-31
Filed2026-04-07
APP
APPLOVIN CORP
28.98%
Shares1.3K
Event2026-03-31
Filed2026-04-07
NAC
NUVEEN CA DIVI ADV MUN
2.55%
Shares43.2K
Event2026-03-31
Filed2026-04-07
BJ
BJS WHSL CLUB HLDGS INC
-5.21%
Shares5.1K
Event2026-03-31
Filed2026-04-07
FI
FISERV INC
-0.66%
Shares9.0K
Event2026-03-31
Filed2026-04-07
MAR
MARRIOTT INTL INC NEW
3.83%
Shares1.5K
Event2026-03-31
Filed2026-04-07
IR
INGERSOLL RAND INC
15.53%
Shares6.1K
Event2026-03-31
Filed2026-04-07
SLV
ISHARES SILVER TR
95.79%
Shares6.9K
Event2026-03-31
Filed2026-04-07
UNP
UNION PAC CORP
50.91%
Shares1.9K
Event2026-03-31
Filed2026-04-07
SPVM
INVESCO EXCHANGE TRADED FD T
-18.37%
Shares6.7K
Event2026-03-31
Filed2026-04-07
KR
KROGER CO
-23.00%
Shares6.2K
Event2026-03-31
Filed2026-04-07
AGGH
SIMPLIFY EXCHANGE TRADED FUN
0.00%
Shares21.8K
Event2026-03-31
Filed2026-04-07
BA
BOEING CO
4.94%
Shares2.2K
Event2026-03-31
Filed2026-04-07
BKNG
BOOKING HOLDINGS INC
-0.94%
Shares105
Event2026-03-31
Filed2026-04-07
FPE
FIRST TR EXCH TRADED FD III
-31.67%
Shares24.8K
Event2026-03-31
Filed2026-04-07
QQQM
INVESCO EXCH TRADED FD TR II
New
Shares1.8K
Event2026-03-31
Filed2026-04-07
FUL
FULLER H B CO
0.72%
Shares7.0K
Event2026-03-31
Filed2026-04-07
EFG
ISHARES TR
-25.38%
Shares3.8K
Event2026-03-31
Filed2026-04-07
KEYS
KEYSIGHT TECHNOLOGIES INC
4.93%
Shares1.5K
Event2026-03-31
Filed2026-04-07
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
7.83%
Shares3.2K
Event2026-03-31
Filed2026-04-07
MMM
3M CO
9.33%
Shares2.9K
Event2026-03-31
Filed2026-04-07
GOVT
ISHARES TR
New
Shares18.0K
Event2026-03-31
Filed2026-04-07
BAI
BLACKROCK ETF TRUST
New
Shares12.5K
Event2026-03-31
Filed2026-04-07
RIOT
RIOT PLATFORMS INC
New
Shares33.0K
Event2026-03-31
Filed2026-04-07
XLE
SELECT SECTOR SPDR TR
6.19%
Shares6.6K
Event2026-03-31
Filed2026-04-07
ROST
ROSS STORES INC
2.92%
Shares1.9K
Event2026-03-31
Filed2026-04-07
CGIC
CAPITAL GROUP INTERNATIONAL
-0.58%
Shares12.2K
Event2026-03-31
Filed2026-04-07
EXE
EXPAND ENERGY CORPORATION
New
Shares3.7K
Event2026-03-31
Filed2026-04-07
MARA
MARA HOLDINGS INC
New
Shares48.9K
Event2026-03-31
Filed2026-04-07
MUB
ISHARES TR
1.74%
Shares3.7K
Event2026-03-31
Filed2026-04-07
GBCI
GLACIER BANCORP INC NEW
New
Shares8.7K
Event2026-03-31
Filed2026-04-07
THRO
BLACKROCK ETF TRUST
27.36%
Shares10.6K
Event2026-03-31
Filed2026-04-07
CEG
CONSTELLATION ENERGY CORP
-25.08%
Shares1.4K
Event2026-03-31
Filed2026-04-07
PSX
PHILLIPS 66
19.34%
Shares2.1K
Event2026-03-31
Filed2026-04-07
GRW
TCW ETF TRUST
0.00%
Shares13.9K
Event2026-03-31
Filed2026-04-07
BRBR
BELLRING BRANDS INC
133.34%
Shares23.7K
Event2026-03-31
Filed2026-04-07
HIG
HARTFORD INSURANCE GROUP INC
-7.40%
Shares2.8K
Event2026-03-31
Filed2026-04-07
SYK
STRYKER CORPORATION
-41.77%
Shares1.2K
Event2026-03-31
Filed2026-04-07
EW
EDWARDS LIFESCIENCES CORP
0.34%
Shares4.7K
Event2026-03-31
Filed2026-04-07
AGG
ISHARES TR
22.69%
Shares3.8K
Event2026-03-31
Filed2026-04-07
SHEL
SHELL PLC
-1.28%
Shares4.0K
Event2026-03-31
Filed2026-04-07
BINC
BLACKROCK ETF TRUST II
23.58%
Shares7.0K
Event2026-03-31
Filed2026-04-07
F
FORD MTR CO
82.59%
Shares31.2K
Event2026-03-31
Filed2026-04-07
FLXR
TCW ETF TRUST
0.02%
Shares9.2K
Event2026-03-31
Filed2026-04-07
PFE
PFIZER INC
15.98%
Shares12.8K
Event2026-03-31
Filed2026-04-07
SNDK
SANDISK CORP
New
Shares562
Event2026-03-31
Filed2026-04-07
EWBC
EAST WEST BANCORP INC
-3.66%
Shares3.3K
Event2026-03-31
Filed2026-04-07
DOW
DOW HLDGS INC
-2.05%
Shares8.5K
Event2026-03-31
Filed2026-04-07
INSM
INSMED INC
-4.84%
Shares2.1K
Event2026-03-31
Filed2026-04-07
RSPH
INVESCO EXCHANGE TRADED FD T
0.00%
Shares11.5K
Event2026-03-31
Filed2026-04-07
COWG
PACER FDS TR
-32.95%
Shares10.3K
Event2026-03-31
Filed2026-04-07
VTV
VANGUARD INDEX FDS
-24.82%
Shares1.8K
Event2026-03-31
Filed2026-04-07
LYB
LYONDELLBASELL INDUSTRIES NV
-13.41%
Shares4.3K
Event2026-03-31
Filed2026-04-07
IXUS
ISHARES TR
7.27%
Shares4.0K
Event2026-03-31
Filed2026-04-07
PFFA
ETFIS SER TR I
-2.95%
Shares16.6K
Event2026-03-31
Filed2026-04-07
SLAB
SILICON LABORATORIES INC
-64.10%
Shares1.6K
Event2026-03-31
Filed2026-04-07
IAGG
ISHARES TR
59.41%
Shares6.7K
Event2026-03-31
Filed2026-04-07
ED
CONSOLIDATED EDISON INC
2.03%
Shares2.9K
Event2026-03-31
Filed2026-04-07
CBRE
CBRE GROUP INC
3.23%
Shares2.4K
Event2026-03-31
Filed2026-04-07
NTRS
NORTHERN TR CORP
-5.24%
Shares2.3K
Event2026-03-31
Filed2026-04-07
SPOT
SPOTIFY TECHNOLOGY S A
New
Shares671
Event2026-03-31
Filed2026-04-07
AEIS
ADVANCED ENERGY INDS
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-07
FIXD
FIRST TR EXCHNG TRADED FD VI
14.67%
Shares7.4K
Event2026-03-31
Filed2026-04-07
SPGI
S&P GLOBAL INC
-11.52%
Shares745
Event2026-03-31
Filed2026-04-07
EFA
ISHARES TR
18.74%
Shares3.3K
Event2026-03-31
Filed2026-04-07
TLH
ISHARES TR
New
Shares3.1K
Event2026-03-31
Filed2026-04-07
WMB
WILLIAMS COS INC
17.69%
Shares4.3K
Event2026-03-31
Filed2026-04-07
WELL
WELLTOWER INC
16.39%
Shares1.6K
Event2026-03-31
Filed2026-04-07
WAFD
WAFD INC
1.13%
Shares9.9K
Event2026-03-31
Filed2026-04-07
VGT
VANGUARD WORLD FD
-5.92%
Shares445
Event2026-03-31
Filed2026-04-07
JHMM
JOHN HANCOCK EXCHANGE TRADED
-12.09%
Shares4.6K
Event2026-03-31
Filed2026-04-07
RCL
ROYAL CARIBBEAN GROUP
-33.05%
Shares1.1K
Event2026-03-31
Filed2026-04-07
CSX
CSX CORP
6.52%
Shares7.4K
Event2026-03-31
Filed2026-04-07
CION
CION INVT CORP
-3.72%
Shares44.6K
Event2026-03-31
Filed2026-04-07
ADP
AUTOMATIC DATA PROCESSING IN
17.93%
Shares1.5K
Event2026-03-31
Filed2026-04-07
DFAU
DIMENSIONAL ETF TRUST
0.03%
Shares6.7K
Event2026-03-31
Filed2026-04-07
TOTALENERGIES SE
TOTALENERGIES SE
New
Shares3.3K
Event2026-03-31
Filed2026-04-07
SBUX
STARBUCKS CORP
20.84%
Shares3.4K
Event2026-03-31
Filed2026-04-07
CENCORA INC
CENCORA INC
-2.54%
Shares958
Event2026-03-31
Filed2026-04-07
IWS
ISHARES TR
-36.78%
Shares2.1K
Event2026-03-31
Filed2026-04-07
VTI
VANGUARD INDEX FDS
-1.07%
Shares923
Event2026-03-31
Filed2026-04-07
IQLT
ISHARES TR
-18.09%
Shares6.3K
Event2026-03-31
Filed2026-04-07
MMIN
NEW YORK LIFE INVTS ACTIVE E
New
Shares12.3K
Event2026-03-31
Filed2026-04-07
NANR
SPDR INDEX SHS FDS
New
Shares3.4K
Event2026-03-31
Filed2026-04-07
HSY
HERSHEY CO
New
Shares1.4K
Event2026-03-31
Filed2026-04-07
CHTR
CHARTER COMMUNICATIONS INC
36.40%
Shares1.3K
Event2026-03-31
Filed2026-04-07
JEF
JEFFERIES FINANCIAL GROUP IN
0.90%
Shares6.9K
Event2026-03-31
Filed2026-04-07
TRMB
TRIMBLE INC
43.77%
Shares4.4K
Event2026-03-31
Filed2026-04-07
DHS
WISDOMTREE TR
-6.28%
Shares2.6K
Event2026-03-31
Filed2026-04-07
BABA
ALIBABA GROUP HLDG LTD
-3.67%
Shares2.3K
Event2026-03-31
Filed2026-04-07
FBTC
FIDELITY WISE ORIGIN BITCOIN
New
Shares4.8K
Event2026-03-31
Filed2026-04-07
VYM
VANGUARD WHITEHALL FDS
-4.86%
Shares1.9K
Event2026-03-31
Filed2026-04-07
XLK
SELECT SECTOR SPDR TR
-8.48%
Shares2.1K
Event2026-03-31
Filed2026-04-07
BUFD
FIRST TR EXCHNG TRADED FD VI
-37.52%
Shares9.9K
Event2026-03-31
Filed2026-04-07
RSG
REPUBLIC SVCS INC
4.67%
Shares1.3K
Event2026-03-31
Filed2026-04-07
MNST
MONSTER BEVERAGE CORP NEW
New
Shares3.8K
Event2026-03-31
Filed2026-04-07
VWO
VANGUARD INTL EQUITY INDEX F
-1.36%
Shares5.1K
Event2026-03-31
Filed2026-04-07
XTEN
BONDBLOXX ETF TRUST
New
Shares5.9K
Event2026-03-31
Filed2026-04-07
PTF
INVESCO EXCHANGE TRADED FD T
-28.85%
Shares3.2K
Event2026-03-31
Filed2026-04-07
MTZ
MASTEC INC
-18.42%
Shares846
Event2026-03-31
Filed2026-04-07
PFSI
PENNYMAC FINL SVCS INC NEW
New
Shares3.1K
Event2026-03-31
Filed2026-04-07
A
AGILENT TECHNOLOGIES INC
4.22%
Shares2.4K
Event2026-03-31
Filed2026-04-07
EMLC
VANECK ETF TRUST
-0.09%
Shares10.7K
Event2026-03-31
Filed2026-04-07
VO
VANGUARD INDEX FDS
1.63%
Shares937
Event2026-03-31
Filed2026-04-07
FSK
FS KKR CAP CORP
5.49%
Shares25.9K
Event2026-03-31
Filed2026-04-07
AYI
ACUITY INC
-5.62%
Shares940
Event2026-03-31
Filed2026-04-07
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.37%
Shares1.4K
Event2026-03-31
Filed2026-04-07
TT
TRANE TECHNOLOGIES PLC
-6.15%
Shares626
Event2026-03-31
Filed2026-04-07
EQIX
EQUINIX INC
New
Shares266
Event2026-03-31
Filed2026-04-07
VV
VANGUARD INDEX FDS
0.35%
Shares866
Event2026-03-31
Filed2026-04-07
NI
NISOURCE INC
-5.41%
Shares5.4K
Event2026-03-31
Filed2026-04-07
VST
VISTRA CORP
23.12%
Shares1.7K
Event2026-03-31
Filed2026-04-07
NG
NOVAGOLD RESOURCES INC
New
Shares27.3K
Event2026-03-31
Filed2026-04-07
AME
AMETEK INC
2.79%
Shares1.1K
Event2026-03-31
Filed2026-04-07
IBTG
ISHARES TR
-16.61%
Shares10.6K
Event2026-03-31
Filed2026-04-07
CW
CURTISS WRIGHT CORP
-15.20%
Shares357
Event2026-03-31
Filed2026-04-07
CIEN
CIENA CORP
New
Shares623
Event2026-03-31
Filed2026-04-07
CL
COLGATE PALMOLIVE CO
New
Shares2.8K
Event2026-03-31
Filed2026-04-07
NVO
NOVO-NORDISK A S
53.43%
Shares6.5K
Event2026-03-31
Filed2026-04-07
CBOE
CBOE GLOBAL MKTS INC
New
Shares853
Event2026-03-31
Filed2026-04-07
GDXJ
VANECK ETF TRUST
New
Shares2.0K
Event2026-03-31
Filed2026-04-07
EMR
EMERSON ELEC CO
5.53%
Shares1.8K
Event2026-03-31
Filed2026-04-07
MSIF
MSC INCOME FUND INC
New
Shares19.4K
Event2026-03-31
Filed2026-04-07
CRWV
COREWEAVE INC
New
Shares3.0K
Event2026-03-31
Filed2026-04-07
SPAB
SPDR SERIES TRUST
New
Shares9.1K
Event2026-03-31
Filed2026-04-07
CARR
CARRIER GLOBAL CORPORATION
1.87%
Shares4.1K
Event2026-03-31
Filed2026-04-07
FAST
FASTENAL CO
New
Shares5.0K
Event2026-03-31
Filed2026-04-07
FIRST CTZNS BANCSHARES INC D
FIRST CTZNS BANCSHARES INC D
-3.91%
Shares123
Event2026-03-31
Filed2026-04-07
NTRA
NATERA INC
2.77%
Shares1.1K
Event2026-03-31
Filed2026-04-07
SPMO
INVESCO EXCH TRADED FD TR II
17.28%
Shares2.0K
Event2026-03-31
Filed2026-04-07
AMG
AFFILIATED MANAGERS GROUP
-8.41%
Shares828
Event2026-03-31
Filed2026-04-07
FIX
COMFORT SYS USA INC
New
Shares166
Event2026-03-31
Filed2026-04-07
NOBL
PROSHARES TR
-3.12%
Shares2.1K
Event2026-03-31
Filed2026-04-07
SKYW
SKYWEST INC
5.34%
Shares2.5K
Event2026-03-31
Filed2026-04-07
CRUS
CIRRUS LOGIC INC
New
Shares1.5K
Event2026-03-31
Filed2026-04-07
EXPE
EXPEDIA GROUP INC
-10.25%
Shares963
Event2026-03-31
Filed2026-04-07
PEG
PUBLIC SVC ENTERPRISE GROUP
New
Shares2.7K
Event2026-03-31
Filed2026-04-07
VOE
VANGUARD INDEX FDS
New
Shares1.2K
Event2026-03-31
Filed2026-04-07
WULF
TERAWULF INC
New
Shares15.3K
Event2026-03-31
Filed2026-04-07
CB
CHUBB LTD SWITZ
New
Shares676
Event2026-03-31
Filed2026-04-07
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
New
Shares642
Event2026-03-31
Filed2026-04-07
ZECP
ZACKS TRUST
New
Shares6.5K
Event2026-03-31
Filed2026-04-07
ECL
ECOLAB INC
6.85%
Shares827
Event2026-03-31
Filed2026-04-07
EQNR
EQUINOR ASA
New
Shares5.2K
Event2026-03-31
Filed2026-04-07
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-50.52%
Shares1.1K
Event2026-03-31
Filed2026-04-07
VBR
VANGUARD INDEX FDS
New
Shares1.0K
Event2026-03-31
Filed2026-04-07
NDAQ
NASDAQ INC
8.85%
Shares2.5K
Event2026-03-31
Filed2026-04-07
MPC
MARATHON PETE CORP
New
Shares875
Event2026-03-31
Filed2026-04-07
BXSL
BLACKSTONE SECD LENDING FD
-17.07%
Shares9.0K
Event2026-03-31
Filed2026-04-07
BK
BANK NEW YORK MELLON CORP
New
Shares1.8K
Event2026-03-31
Filed2026-04-07
NKE
NIKE INC
-7.07%
Shares4.0K
Event2026-03-31
Filed2026-04-07
LITE
LUMENTUM HLDGS INC
New
Shares301
Event2026-03-31
Filed2026-04-07
JETS
ETF SER SOLUTIONS
0.00%
Shares8.5K
Event2026-03-31
Filed2026-04-07
NVS
NOVARTIS AG
New
Shares1.4K
Event2026-03-31
Filed2026-04-07
BIL
SPDR SERIES TRUST
0.39%
Shares2.3K
Event2026-03-31
Filed2026-04-07
MCHP
MICROCHIP TECHNOLOGY INC.
-28.86%
Shares3.2K
Event2026-03-31
Filed2026-04-07
RY
ROYAL BK CDA
-6.21%
Shares1.3K
Event2026-03-31
Filed2026-04-07
DG
DOLLAR GEN CORP
New
Shares1.7K
Event2026-03-31
Filed2026-04-07
EQT CORP
EQT CORP
New
Shares3.2K
Event2026-03-31
Filed2026-04-07
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
New
Shares2.1K
Event2026-03-31
Filed2026-04-07
DVY
ISHARES TR
New
Shares1.3K
Event2026-03-31
Filed2026-04-07
WAB
WABTEC
New
Shares810
Event2026-03-31
Filed2026-04-07
ESGU
ISHARES TR
-19.28%
Shares1.4K
Event2026-03-31
Filed2026-04-07
MO
ALTRIA GROUP INC
New
Shares3.1K
Event2026-03-31
Filed2026-04-07
CMCSA
COMCAST CORP NEW
New
Shares7.0K
Event2026-03-31
Filed2026-04-07
WT
WISDOMTREE INC
-7.10%
Shares11.9K
Event2026-03-31
Filed2026-04-07
CAG
CONAGRA BRANDS INC
New
Shares11.0K
Event2026-03-31
Filed2026-04-07
RIG
TRANSOCEAN LTD
New
Shares20.2K
Event2026-03-31
Filed2026-04-07
LYG
LLOYDS BANKING GROUP PLC
2.40%
Shares24.4K
Event2026-03-31
Filed2026-04-07
GNL
GLOBAL NET LEASE INC
-32.93%
Shares11.1K
Event2026-03-31
Filed2026-04-07
FSCO
FS CREDIT OPPORTUNITIES CORP
0.09%
Shares10.6K
Event2026-03-31
Filed2026-04-07
TRON
TRON INC
0.00%
Shares20.0K
Event2026-03-31
Filed2026-04-07
SKIN
THE BEAUTY HEALTH COMPANY
New
Shares10.2K
Event2026-03-31
Filed2026-04-07

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available