The Analysis of Cornerstone Wealth Group, LLC's Holdings & P&L


Currently, Cornerstone Wealth Group, LLC holds 441 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in AVEM (+106.1K shares, valued at $9.3M), VTV (+40.5K shares, valued at $8.2M), MSFT (+18.9K shares, valued at $8.0M); decreased their positions in LVHI (-342.3K shares, valued at $13.8M), IWM (-28.8K shares, valued at $7.9M), IEMG (-102.7K shares, valued at $7.8M); initiated new positions in AVEM (+106.1K shares, valued at $9.3M), VTV (+40.5K shares, valued at $8.2M), VFLO (+173.0K shares, valued at $7.2M).


1M P&L
+46.9M+3.21%
3M P&L
-245.2M-13.99%
HY P&L
-195.4M-11.48%

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/A617.1M
45.0%
2Consumer Electronics73.8M
5.4%
3Semiconductors68.8M
5.0%

Top Industries by Stock Count

1N/A143 stocks
35.6%
2Software - Application13 stocks
3.2%
3Semiconductors11 stocks
2.7%
Stock Holdings
SPY
STATE STR SPDR S&P 500 ETF T
-7.53%
Shares123.5K
Event2026-03-31
Filed2026-04-22
AAPL
APPLE INC
2.82%
Shares277.3K
Event2026-03-31
Filed2026-04-22
IVV
ISHARES TR
-1.66%
Shares72.5K
Event2026-03-31
Filed2026-04-22
NVDA
NVIDIA CORPORATION
8.82%
Shares253.5K
Event2026-03-31
Filed2026-04-22
MSFT
MICROSOFT CORP
19.19%
Shares117.7K
Event2026-03-31
Filed2026-04-22
IDEV
ISHARES TR
19.21%
Shares523.3K
Event2026-03-31
Filed2026-04-22
BROADCOM INC
BROADCOM INC
-2.22%
Shares89.0K
Event2026-03-31
Filed2026-04-22
SCHX
SCHWAB STRATEGIC TR
-3.84%
Shares1.2M
Event2026-03-31
Filed2026-04-22
ALPHABET INC
ALPHABET INC
-9.75%
Shares87.3K
Event2026-03-31
Filed2026-04-22
VCRB
VANGUARD MALVERN FDS
9.96%
Shares332.7K
Event2026-03-31
Filed2026-04-22
AMZN
AMAZON COM INC
8.43%
Shares101.3K
Event2026-03-31
Filed2026-04-22
VANGUARD INDEX FDS
VANGUARD INDEX FDS
0.89%
Shares38.3K
Event2026-03-31
Filed2026-04-22
IWB
ISHARES TR
-4.88%
Shares59.0K
Event2026-03-31
Filed2026-04-22
VTI
VANGUARD INDEX FDS
9.01%
Shares63.9K
Event2026-03-31
Filed2026-04-22
ACWX
ISHARES TR
-1.46%
Shares302.2K
Event2026-03-31
Filed2026-04-22
SPYM
SPDR SERIES TRUST
27.31%
Shares247.2K
Event2026-03-31
Filed2026-04-22
JPM
JPMORGAN CHASE & CO
-4.56%
Shares59.2K
Event2026-03-31
Filed2026-04-22
AGG
ISHARES TR
5.91%
Shares183.9K
Event2026-03-31
Filed2026-04-22
FBND
FIDELITY MERRIMACK STR TR
11.89%
Shares369.5K
Event2026-03-31
Filed2026-04-22
CMI
CUMMINS INC
-28.64%
Shares24.7K
Event2026-03-31
Filed2026-04-22
BAC
BANK AMERICA CORP
-1.17%
Shares279.2K
Event2026-03-31
Filed2026-04-22
ABBV
ABBVIE INC
1.03%
Shares70.3K
Event2026-03-31
Filed2026-04-22
XOM
EXXON MOBIL CORP
-7.22%
Shares96.6K
Event2026-03-31
Filed2026-04-22
HD
HOME DEPOT INC
1.40%
Shares39.6K
Event2026-03-31
Filed2026-04-22
META
META PLATFORMS INC
-4.26%
Shares20.1K
Event2026-03-31
Filed2026-04-22
WMB
WILLIAMS COS INC
1.15%
Shares181.1K
Event2026-03-31
Filed2026-04-22
MCD
MCDONALDS CORP
57.43%
Shares40.7K
Event2026-03-31
Filed2026-04-22
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
7.32%
Shares26.2K
Event2026-03-31
Filed2026-04-22
AMGN
AMGEN INC
1.99%
Shares35.4K
Event2026-03-31
Filed2026-04-22
JNJ
JOHNSON & JOHNSON
16.71%
Shares52.6K
Event2026-03-31
Filed2026-04-22
AMAT
APPLIED MATLS INC
-26.07%
Shares29.6K
Event2026-03-31
Filed2026-04-22
LECO
LINCOLN ELEC HLDGS INC
-0.07%
Shares44.6K
Event2026-03-31
Filed2026-04-22
EATON CORP PLC
EATON CORP PLC
1.50%
Shares28.3K
Event2026-03-31
Filed2026-04-22
HON
HONEYWELL INTL INC
76.90%
Shares48.3K
Event2026-03-31
Filed2026-04-22
MO
ALTRIA GROUP INC
5.92%
Shares162.2K
Event2026-03-31
Filed2026-04-22
XLK
SELECT SECTOR SPDR TR
-7.99%
Shares67.7K
Event2026-03-31
Filed2026-04-22
CVX
CHEVRON CORPORATION
-7.00%
Shares53.1K
Event2026-03-31
Filed2026-04-22
V
VISA INC
8.17%
Shares31.4K
Event2026-03-31
Filed2026-04-22
BAI
BLACKROCK ETF TRUST
8.72%
Shares238.7K
Event2026-03-31
Filed2026-04-22
SO
SOUTHERN CO
8.84%
Shares104.4K
Event2026-03-31
Filed2026-04-22
AVEM
AMERICAN CENTY ETF TR
New
Shares106.1K
Event2026-03-31
Filed2026-04-22
VUG
VANGUARD INDEX FDS
570.55%
Shares112.5K
Event2026-03-31
Filed2026-04-22
LLY
ELI LILLY & CO
-23.48%
Shares10.0K
Event2026-03-31
Filed2026-04-22
PEP
PEPSICO INC
1.71%
Shares58.3K
Event2026-03-31
Filed2026-04-22
BINC
BLACKROCK ETF TRUST II
58.99%
Shares165.9K
Event2026-03-31
Filed2026-04-22
WMT
WALMART INC
-5.34%
Shares66.7K
Event2026-03-31
Filed2026-04-22
DYNF
BLACKROCK ETF TRUST
3.65%
Shares134.5K
Event2026-03-31
Filed2026-04-22
UBER
UBER TECHNOLOGIES INC
24.91%
Shares109.0K
Event2026-03-31
Filed2026-04-22
PRU
PRUDENTIAL FINL INC
20.37%
Shares86.5K
Event2026-03-31
Filed2026-04-22
VTV
VANGUARD INDEX FDS
New
Shares40.5K
Event2026-03-31
Filed2026-04-22
CITIGROUP INC
CITIGROUP INC
11.54%
Shares61.8K
Event2026-03-31
Filed2026-04-22
SPYV
SPDR SERIES TRUST
134.79%
Shares138.1K
Event2026-03-31
Filed2026-04-22
PG
PROCTER & GAMBLE CO
-6.82%
Shares57.0K
Event2026-03-31
Filed2026-04-22
LAM RESEARCH CORP
LAM RESEARCH CORP
-5.40%
Shares30.3K
Event2026-03-31
Filed2026-04-22
DG
DOLLAR GEN CORP
-35.63%
Shares63.0K
Event2026-03-31
Filed2026-04-22
IEMG
ISHARES INC
-50.18%
Shares101.9K
Event2026-03-31
Filed2026-04-22
ALPHABET INC
ALPHABET INC
9.74%
Shares23.5K
Event2026-03-31
Filed2026-04-22
LOW
LOWES COS INC
-0.74%
Shares30.4K
Event2026-03-31
Filed2026-04-22
VFLO
VICTORY PORTFOLIOS II
New
Shares173.0K
Event2026-03-31
Filed2026-04-22
JMBS
JANUS DETROIT STR TR
9.03%
Shares158.4K
Event2026-03-31
Filed2026-04-22
JSI
JANUS DETROIT STR TR
10.57%
Shares138.7K
Event2026-03-31
Filed2026-04-22
T
AT&T INC
6.60%
Shares273.6K
Event2026-03-31
Filed2026-04-22
XLI
SELECT SECTOR SPDR TR
-12.22%
Shares40.2K
Event2026-03-31
Filed2026-04-22
CAT
CATERPILLAR INC
-6.49%
Shares8.6K
Event2026-03-31
Filed2026-04-22
BLACKROCK INC
BLACKROCK INC
4.76%
Shares6.5K
Event2026-03-31
Filed2026-04-22
TFC
TRUIST FINL CORP
-7.19%
Shares131.6K
Event2026-03-31
Filed2026-04-22
COST
COSTCO WHOLESALE CORPORATION
5.99%
Shares6.6K
Event2026-03-31
Filed2026-04-22
NEE
NEXTERA ENERGY INC
191.45%
Shares71.7K
Event2026-03-31
Filed2026-04-22
GS
GOLDMAN SACHS GROUP INC
-19.57%
Shares6.9K
Event2026-03-31
Filed2026-04-22
ADP
AUTOMATIC DATA PROCESSING IN
2.38%
Shares31.6K
Event2026-03-31
Filed2026-04-22
DEM
WISDOMTREE TR
-28.59%
Shares122.3K
Event2026-03-31
Filed2026-04-22
IJR
ISHARES TR
-8.15%
Shares46.0K
Event2026-03-31
Filed2026-04-22
TPLS
THORNBURG ETF TR
40.62%
Shares230.7K
Event2026-03-31
Filed2026-04-22
PM
PHILIP MORRIS INTL INC
2.85%
Shares38.1K
Event2026-03-31
Filed2026-04-22
BALI
BLACKROCK ETF TRUST
1427.98%
Shares178.2K
Event2026-03-31
Filed2026-04-22
IWR
ISHARES TR
-7.38%
Shares55.4K
Event2026-03-31
Filed2026-04-22
CAIE
CALAMOS ETF TR
New
Shares215.0K
Event2026-03-31
Filed2026-04-22
QCOM
QUALCOMM INC
-5.09%
Shares42.1K
Event2026-03-31
Filed2026-04-22
TXN
TEXAS INSTRS INC
604.10%
Shares24.4K
Event2026-03-31
Filed2026-04-22
SPG
SIMON PPTY GROUP INC NEW
0.95%
Shares27.7K
Event2026-03-31
Filed2026-04-22
COP
CONOCOPHILLIPS
-24.21%
Shares47.0K
Event2026-03-31
Filed2026-04-22
PANW
PALO ALTO NETWORKS INC
8.28%
Shares31.1K
Event2026-03-31
Filed2026-04-22
SPGI
S&P GLOBAL INC
-2.29%
Shares12.1K
Event2026-03-31
Filed2026-04-22
RXO
RXO INC
0.12%
Shares275.4K
Event2026-03-31
Filed2026-04-22
FE
FIRSTENERGY CORP
-0.42%
Shares106.1K
Event2026-03-31
Filed2026-04-22
STLD
STEEL DYNAMICS INC
-18.18%
Shares23.3K
Event2026-03-31
Filed2026-04-22
NWFL
NORWOOD FINANCIAL CORP
-2.61%
Shares166.6K
Event2026-03-31
Filed2026-04-22
TMUS
T-MOBILE US INC
33.06%
Shares25.4K
Event2026-03-31
Filed2026-04-22
IBM
INTERNATIONAL BUSINESS MACHS
204.53%
Shares19.1K
Event2026-03-31
Filed2026-04-22
XLV
SELECT SECTOR SPDR TR
New
Shares33.5K
Event2026-03-31
Filed2026-04-22
NOW
SERVICENOW INC
71.82%
Shares48.2K
Event2026-03-31
Filed2026-04-22
TSLA
TESLA INC
2.06%
Shares12.0K
Event2026-03-31
Filed2026-04-22
DHR
DANAHER CORP DEL
11.12%
Shares23.7K
Event2026-03-31
Filed2026-04-22
NVS
NOVARTIS AG
-6.22%
Shares31.2K
Event2026-03-31
Filed2026-04-22
CME
CME GROUP INC
3.33%
Shares15.8K
Event2026-03-31
Filed2026-04-22
XLG
INVESCO EXCHANGE TRADED FD T
823.59%
Shares75.1K
Event2026-03-31
Filed2026-04-22
CLOI
VANECK ETF TRUST
6.23%
Shares81.0K
Event2026-03-31
Filed2026-04-22
RSG
REPUBLIC SVCS INC
8.42%
Shares20.6K
Event2026-03-31
Filed2026-04-22
BLACKSTONE INC
BLACKSTONE INC
-59.92%
Shares32.4K
Event2026-03-31
Filed2026-04-22
INVESCO QQQ TR
INVESCO QQQ TR
-35.70%
Shares6.4K
Event2026-03-31
Filed2026-04-22
XLE
SELECT SECTOR SPDR TR
New
Shares68.9K
Event2026-03-31
Filed2026-04-22
BSX
BOSTON SCIENTIFIC CORP
1323.92%
Shares64.2K
Event2026-03-31
Filed2026-04-22
ORCL
ORACLE CORP
-0.04%
Shares20.5K
Event2026-03-31
Filed2026-04-22
MEDTRONIC PLC
MEDTRONIC PLC
782.02%
Shares44.7K
Event2026-03-31
Filed2026-04-22
INTU
INTUIT
17.15%
Shares9.0K
Event2026-03-31
Filed2026-04-22
GPC
GENUINE PARTS CO
5.20%
Shares31.5K
Event2026-03-31
Filed2026-04-22
JAAA
JANUS DETROIT STR TR
28.21%
Shares69.8K
Event2026-03-31
Filed2026-04-22
TMB
THORNBURG ETF TR
94.59%
Shares137.7K
Event2026-03-31
Filed2026-04-22
SCHA
SCHWAB STRATEGIC TR
-13.25%
Shares106.0K
Event2026-03-31
Filed2026-04-22
ABT
ABBOTT LABORATORIES
-62.14%
Shares36.4K
Event2026-03-31
Filed2026-04-22
QUAL
ISHARES TR
791.96%
Shares16.3K
Event2026-03-31
Filed2026-04-22
MA
MASTERCARD INCORPORATED
5.33%
Shares6.4K
Event2026-03-31
Filed2026-04-22
ABNB
AIRBNB INC
5.86%
Shares20.8K
Event2026-03-31
Filed2026-04-22
XLU
SELECT SECTOR SPDR TR
New
Shares62.5K
Event2026-03-31
Filed2026-04-22
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
-3.09%
Shares22.1K
Event2026-03-31
Filed2026-04-22
ICF
ISHARES TR
-20.60%
Shares40.8K
Event2026-03-31
Filed2026-04-22
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-1.26%
Shares13.1K
Event2026-03-31
Filed2026-04-22
MERCK & CO INC
MERCK & CO INC
4.70%
Shares23.4K
Event2026-03-31
Filed2026-04-22
ALL
ALLSTATE CORP
-8.91%
Shares11.9K
Event2026-03-31
Filed2026-04-22
DBND
DOUBLELINE ETF TRUST
13.78%
Shares54.4K
Event2026-03-31
Filed2026-04-22
IWF
ISHARES TR
-53.82%
Shares5.0K
Event2026-03-31
Filed2026-04-22
BIL
SPDR SERIES TRUST
153.41%
Shares24.9K
Event2026-03-31
Filed2026-04-22
ETF SER SOLUTIONS
ETF SER SOLUTIONS
New
Shares82.2K
Event2026-03-31
Filed2026-04-22
IDV
ISHARES TR
120.28%
Shares47.5K
Event2026-03-31
Filed2026-04-22
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
0.54%
Shares3.5K
Event2026-03-31
Filed2026-04-22
KO
COCA COLA CO
2.97%
Shares24.9K
Event2026-03-31
Filed2026-04-22
IWM
ISHARES TR
-80.98%
Shares6.8K
Event2026-03-31
Filed2026-04-22
AMD
ADVANCED MICRO DEVICES INC
-54.59%
Shares6.2K
Event2026-03-31
Filed2026-04-22
MU
MICRON TECHNOLOGY INC
9.77%
Shares3.9K
Event2026-03-31
Filed2026-04-22
NFLX
NETFLIX INC.
18.83%
Shares18.8K
Event2026-03-31
Filed2026-04-22
EMB
ISHARES TR
9.32%
Shares18.0K
Event2026-03-31
Filed2026-04-22
NUMI
NUSHARES ETF TR
5.34%
Shares64.8K
Event2026-03-31
Filed2026-04-22
GE AEROSPACE
GE AEROSPACE
5.17%
Shares5.6K
Event2026-03-31
Filed2026-04-22
VYM
VANGUARD WHITEHALL FDS
13.43%
Shares10.1K
Event2026-03-31
Filed2026-04-22
DE
DEERE & CO
2.62%
Shares2.7K
Event2026-03-31
Filed2026-04-22
TAFI
AB ACTIVE ETFS INC
6.69%
Shares61.7K
Event2026-03-31
Filed2026-04-22
PAUG
INNOVATOR ETFS TRUST
-0.07%
Shares33.1K
Event2026-03-31
Filed2026-04-22
GEV
GE VERNOVA INC
8.40%
Shares1.4K
Event2026-03-31
Filed2026-04-22
CSCO
CISCO SYS INC
4.36%
Shares15.5K
Event2026-03-31
Filed2026-04-22
SCHD
SCHWAB STRATEGIC TR
152.22%
Shares44.7K
Event2026-03-31
Filed2026-04-22
IVW
ISHARES TR
-12.41%
Shares10.8K
Event2026-03-31
Filed2026-04-22
RTX
RTX CORPORATION
3.18%
Shares7.0K
Event2026-03-31
Filed2026-04-22
HMOP
HARTFORD FDS EXCHANGE TRADED
10.53%
Shares33.5K
Event2026-03-31
Filed2026-04-22
BJUL
INNOVATOR ETFS TRUST
0.00%
Shares24.8K
Event2026-03-31
Filed2026-04-22
SCHM
SCHWAB STRATEGIC TR
-23.34%
Shares38.2K
Event2026-03-31
Filed2026-04-22
VB
VANGUARD INDEX FDS
-15.96%
Shares4.5K
Event2026-03-31
Filed2026-04-22
PGR
PROGRESSIVE CORP
399.42%
Shares6.0K
Event2026-03-31
Filed2026-04-22
THE CIGNA GROUP
THE CIGNA GROUP
-0.22%
Shares4.5K
Event2026-03-31
Filed2026-04-22
PFEB
INNOVATOR ETFS TRUST
-3.89%
Shares29.8K
Event2026-03-31
Filed2026-04-22
VCIT
VANGUARD SCOTTSDALE FDS
-6.01%
Shares14.7K
Event2026-03-31
Filed2026-04-22
UNH
UNITEDHEALTH GROUP INC
-4.85%
Shares3.5K
Event2026-03-31
Filed2026-04-22
PMAR
INNOVATOR ETFS TRUST
-11.18%
Shares25.6K
Event2026-03-31
Filed2026-04-22
LMT
LOCKHEED MARTIN CORP
3.96%
Shares2.0K
Event2026-03-31
Filed2026-04-22
POCT
INNOVATOR ETFS TRUST
-0.09%
Shares25.4K
Event2026-03-31
Filed2026-04-22
PJUN
INNOVATOR ETFS TRUST
-6.31%
Shares25.4K
Event2026-03-31
Filed2026-04-22
INTC
INTEL CORP
9.39%
Shares16.4K
Event2026-03-31
Filed2026-04-22
AXP
AMERICAN EXPRESS CO
24.49%
Shares3.3K
Event2026-03-31
Filed2026-04-22
IJH
ISHARES TR
-1.93%
Shares14.5K
Event2026-03-31
Filed2026-04-22
APH
AMPHENOL CORP
9.28%
Shares7.0K
Event2026-03-31
Filed2026-04-22
PLTR
PALANTIR TECHNOLOGIES INC
2.08%
Shares7.2K
Event2026-03-31
Filed2026-04-22
MS
MORGAN STANLEY
3.91%
Shares5.4K
Event2026-03-31
Filed2026-04-22
VO
VANGUARD INDEX FDS
252.10%
Shares13.0K
Event2026-03-31
Filed2026-04-22
D
DOMINION ENERGY INC
-5.40%
Shares15.9K
Event2026-03-31
Filed2026-04-22
IYW
ISHARES TR
-6.93%
Shares4.5K
Event2026-03-31
Filed2026-04-22
ENB
ENBRIDGE INC
-2.89%
Shares17.8K
Event2026-03-31
Filed2026-04-22
DVY
ISHARES TR
-10.49%
Shares5.9K
Event2026-03-31
Filed2026-04-22
BMY
BRISTOL-MYERS SQUIBB CO
14.81%
Shares15.2K
Event2026-03-31
Filed2026-04-22
TJX
TJX COS INC NEW
2.89%
Shares5.6K
Event2026-03-31
Filed2026-04-22
SCHG
SCHWAB STRATEGIC TR
-35.18%
Shares27.1K
Event2026-03-31
Filed2026-04-22
DIS
DISNEY WALT CO
-2.10%
Shares8.3K
Event2026-03-31
Filed2026-04-22
GLD
SPDR GOLD TR
-30.03%
Shares2.0K
Event2026-03-31
Filed2026-04-22
TSM
TAIWAN SEMICONDUCTOR MANUFAC
6.35%
Shares2.3K
Event2026-03-31
Filed2026-04-22
CL
COLGATE PALMOLIVE CO
-2.12%
Shares10.2K
Event2026-03-31
Filed2026-04-22
ARISTA NETWORKS INC
ARISTA NETWORKS INC
13.72%
Shares4.7K
Event2026-03-31
Filed2026-04-22
BKNG
BOOKING HOLDINGS INC
3000.00%
Shares4.3K
Event2026-03-31
Filed2026-04-22
JEPI
J P MORGAN EXCHANGE TRADED F
-86.63%
Shares14.2K
Event2026-03-31
Filed2026-04-22
MOAT
VANECK ETF TRUST
0.04%
Shares8.0K
Event2026-03-31
Filed2026-04-22
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-7.17%
Shares4.1K
Event2026-03-31
Filed2026-04-22
IWN
ISHARES TR
New
Shares3.9K
Event2026-03-31
Filed2026-04-22
ETF SER SOLUTIONS
ETF SER SOLUTIONS
New
Shares30.5K
Event2026-03-31
Filed2026-04-22
PSX
PHILLIPS 66
-3.04%
Shares5.0K
Event2026-03-31
Filed2026-04-22
VZ
VERIZON COMMUNICATIONS INC
-5.86%
Shares17.2K
Event2026-03-31
Filed2026-04-22
FNDF
SCHWAB STRATEGIC TR
New
Shares15.6K
Event2026-03-31
Filed2026-04-22
NU
NU HLDGS LTD
-0.57%
Shares51.4K
Event2026-03-31
Filed2026-04-22
TMO
THERMO FISHER SCIENTIFIC INC
50.67%
Shares1.5K
Event2026-03-31
Filed2026-04-22
CENCORA INC
CENCORA INC
1.59%
Shares2.4K
Event2026-03-31
Filed2026-04-22
PSEP
INNOVATOR ETFS TRUST
-0.61%
Shares16.7K
Event2026-03-31
Filed2026-04-22
DGRO
ISHARES TR
-6.81%
Shares10.3K
Event2026-03-31
Filed2026-04-22
PAPR
INNOVATOR ETFS TRUST
-20.47%
Shares17.9K
Event2026-03-31
Filed2026-04-22
GAMB
GAMBLING COM GROUP LIMITED
New
Shares197.9K
Event2026-03-31
Filed2026-04-22
MGK
VANGUARD WORLD FD
New
Shares8.7K
Event2026-03-31
Filed2026-04-22
WFC
WELLS FARGO & CO
-2.56%
Shares8.7K
Event2026-03-31
Filed2026-04-22
UFEB
INNOVATOR ETFS TRUST
21.18%
Shares18.7K
Event2026-03-31
Filed2026-04-22
CRM
SALESFORCE INC
15.32%
Shares3.7K
Event2026-03-31
Filed2026-04-22
UNP
UNION PAC CORP
4.82%
Shares2.8K
Event2026-03-31
Filed2026-04-22
BE
BLOOM ENERGY CORP
2.90%
Shares3.1K
Event2026-03-31
Filed2026-04-22
INNOVATOR ETFS TRUST
INNOVATOR ETFS TRUST
43.51%
Shares30.4K
Event2026-03-31
Filed2026-04-22
SYK
STRYKER CORPORATION
-3.82%
Shares2.0K
Event2026-03-31
Filed2026-04-22
EEM
ISHARES TR
0.30%
Shares10.5K
Event2026-03-31
Filed2026-04-22
HMN
HORACE MANN EDUCATORS CORP N
31.59%
Shares14.2K
Event2026-03-31
Filed2026-04-22
ZAUG
INNOVATOR ETFS TRUST
0.00%
Shares23.3K
Event2026-03-31
Filed2026-04-22
ANGL
VANECK ETF TRUST
-27.54%
Shares21.4K
Event2026-03-31
Filed2026-04-22
PMAY
INNOVATOR ETFS TRUST
0.00%
Shares15.4K
Event2026-03-31
Filed2026-04-22
MCK
MCKESSON CORP
4.25%
Shares736
Event2026-03-31
Filed2026-04-22
SBUX
STARBUCKS CORP
12.34%
Shares6.3K
Event2026-03-31
Filed2026-04-22
CART
MAPLEBEAR INC
0.01%
Shares14.3K
Event2026-03-31
Filed2026-04-22
PFE
PFIZER INC
8.15%
Shares22.2K
Event2026-03-31
Filed2026-04-22
KLAC
KLA CORP
4.97%
Shares338
Event2026-03-31
Filed2026-04-22
ASML
ASML HLDG NV
1.49%
Shares408
Event2026-03-31
Filed2026-04-22
IWD
ISHARES TR
-1.20%
Shares2.6K
Event2026-03-31
Filed2026-04-22
URI
UNITED RENTALS INC
-18.21%
Shares714
Event2026-03-31
Filed2026-04-22
COF
CAPITAL ONE FINL CORP
31.09%
Shares2.8K
Event2026-03-31
Filed2026-04-22
ROK
ROCKWELL AUTOMATION INC
3.82%
Shares1.4K
Event2026-03-31
Filed2026-04-22
WDC
WESTERN DIGITAL CORP
0.82%
Shares1.5K
Event2026-03-31
Filed2026-04-22
OHI
OMEGA HEALTHCARE INVS INC
6.29%
Shares12.1K
Event2026-03-31
Filed2026-04-22
TXUE
THORNBURG ETF TR
53.04%
Shares16.4K
Event2026-03-31
Filed2026-04-22
MDY
STATE STR SPDR S&P MIDCAP 40
49.82%
Shares830
Event2026-03-31
Filed2026-04-22
IMAR
INNOVATOR ETFS TRUST
New
Shares18.5K
Event2026-03-31
Filed2026-04-22
VEA
VANGUARD TAX-MANAGED FDS
78.69%
Shares8.0K
Event2026-03-31
Filed2026-04-22
AZO
AUTOZONE INC
1.37%
Shares148
Event2026-03-31
Filed2026-04-22
MNST
MONSTER BEVERAGE CORP NEW
-0.43%
Shares7.0K
Event2026-03-31
Filed2026-04-22
VIG
VANGUARD SPECIALIZED FUNDS
80.82%
Shares2.3K
Event2026-03-31
Filed2026-04-22
ILCG
ISHARES TR
0.00%
Shares4.9K
Event2026-03-31
Filed2026-04-22
PSMR
PACER FDS TR
-35.02%
Shares16.5K
Event2026-03-31
Filed2026-04-22
UOCT
INNOVATOR ETFS TRUST
0.00%
Shares12.8K
Event2026-03-31
Filed2026-04-22
CMCSA
COMCAST CORP NEW
12.27%
Shares17.6K
Event2026-03-31
Filed2026-04-22
CF
CF INDUSTRIES HOLD
New
Shares4.2K
Event2026-03-31
Filed2026-04-22
SCHE
SCHWAB STRATEGIC TR
-1.52%
Shares14.4K
Event2026-03-31
Filed2026-04-22
LINDE PLC
LINDE PLC
32.38%
Shares1.0K
Event2026-03-31
Filed2026-04-22
IRM
IRON MTN INC DEL
4.58%
Shares4.2K
Event2026-03-31
Filed2026-04-22
ZJUN
INNOVATOR ETFS TRUST
0.00%
Shares18.0K
Event2026-03-31
Filed2026-04-22
BA
BOEING CO
43.33%
Shares2.2K
Event2026-03-31
Filed2026-04-22
NUE
NUCOR CORP
4.03%
Shares2.3K
Event2026-03-31
Filed2026-04-22
PDEC
INNOVATOR ETFS TRUST
-2.33%
Shares10.7K
Event2026-03-31
Filed2026-04-22
CVS
CVS HEALTH CORP
18.21%
Shares6.0K
Event2026-03-31
Filed2026-04-22
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
6.32%
Shares1.4K
Event2026-03-31
Filed2026-04-22
ORLY
OREILLY AUTOMOTIVE INC
-2.37%
Shares4.9K
Event2026-03-31
Filed2026-04-22
ADI
ANALOG DEVICES INC
11.46%
Shares1.2K
Event2026-03-31
Filed2026-04-22
FNDA
SCHWAB STRATEGIC TR
New
Shares13.0K
Event2026-03-31
Filed2026-04-22
YUM
YUM BRANDS INC
7.43%
Shares2.8K
Event2026-03-31
Filed2026-04-22
TER
TERADYNE INC
-5.99%
Shares1.2K
Event2026-03-31
Filed2026-04-22
BWIN
THE BALDWIN INSURANCE GRP IN
0.04%
Shares16.7K
Event2026-03-31
Filed2026-04-22
GILD
GILEAD SCIENCES INC
7.74%
Shares3.3K
Event2026-03-31
Filed2026-04-22
SCHF
SCHWAB STRATEGIC TR
-1.05%
Shares16.9K
Event2026-03-31
Filed2026-04-22
ADBE
ADOBE INC
-4.35%
Shares1.8K
Event2026-03-31
Filed2026-04-22
HCI GROUP INC
HCI GROUP INC
-0.03%
Shares2.9K
Event2026-03-31
Filed2026-04-22
CEG
CONSTELLATION ENERGY CORP
-2.85%
Shares1.6K
Event2026-03-31
Filed2026-04-22
PH
PARKER-HANNIFIN CORP
-8.04%
Shares446
Event2026-03-31
Filed2026-04-22
LVHI
LEGG MASON ETF INVT
-96.97%
Shares10.7K
Event2026-03-31
Filed2026-04-22
XLP
SELECT SECTOR SPDR TR
-37.65%
Shares5.2K
Event2026-03-31
Filed2026-04-22
RWL
INVESCO EXCH TRADED FD TR II
New
Shares3.5K
Event2026-03-31
Filed2026-04-22
AFL
AFLAC INC
6.14%
Shares3.7K
Event2026-03-31
Filed2026-04-22
DFAC
DIMENSIONAL ETF TRUST
0.00%
Shares10.1K
Event2026-03-31
Filed2026-04-22
IEI
ISHARES TR
-12.67%
Shares3.6K
Event2026-03-31
Filed2026-04-22
DELL
DELL TECHNOLOGIES INC
New
Shares2.0K
Event2026-03-31
Filed2026-04-22
EBAY
EBAY INC.
New
Shares3.9K
Event2026-03-31
Filed2026-04-22
UAUG
INNOVATOR ETFS TRUST
0.00%
Shares10.1K
Event2026-03-31
Filed2026-04-22
INOV
INNOVATOR ETFS TRUST
0.00%
Shares11.4K
Event2026-03-31
Filed2026-04-22
ISRG
INTUITIVE SURGICAL INC
-6.86%
Shares896
Event2026-03-31
Filed2026-04-22
UNOV
INNOVATOR ETFS TRUST
-2.49%
Shares10.3K
Event2026-03-31
Filed2026-04-22
JCI
JOHNSON CONTROLS INTERNATION
32.65%
Shares2.8K
Event2026-03-31
Filed2026-04-22
SCHW
SCHWAB CHARLES CORP
2.38%
Shares4.3K
Event2026-03-31
Filed2026-04-22
VGT
VANGUARD WORLD FD
733.12%
Shares3.9K
Event2026-03-31
Filed2026-04-22
VLY
VALLEY NATL BANCORP
0.00%
Shares29.2K
Event2026-03-31
Filed2026-04-22
RJF
RAYMOND JAMES FINL INC
-1.65%
Shares2.5K
Event2026-03-31
Filed2026-04-22
LHX
L3HARRIS TECHNOLOGIES INC
5.96%
Shares1.1K
Event2026-03-31
Filed2026-04-22
MTB
M & T BK CORP
-0.73%
Shares1.8K
Event2026-03-31
Filed2026-04-22
CASY
CASEYS GEN STORES INC
-2.58%
Shares491
Event2026-03-31
Filed2026-04-22
BK
BANK NEW YORK MELLON CORP
13.86%
Shares2.8K
Event2026-03-31
Filed2026-04-22
HCA
HCA HEALTHCARE INC
-3.95%
Shares803
Event2026-03-31
Filed2026-04-22
USEP
INNOVATOR ETFS TRUST
0.00%
Shares9.4K
Event2026-03-31
Filed2026-04-22
ZJAN
INNOVATOR ETFS TRUST
0.00%
Shares13.7K
Event2026-03-31
Filed2026-04-22
MDLZ
MONDELEZ INTL INC
0.25%
Shares6.7K
Event2026-03-31
Filed2026-04-22
FCX
FREEPORT MCMORAN INC
2.39%
Shares5.6K
Event2026-03-31
Filed2026-04-22
TXG
10X GENOMICS INC
18.11%
Shares16.2K
Event2026-03-31
Filed2026-04-22
AON PLC
AON PLC
12.99%
Shares1.1K
Event2026-03-31
Filed2026-04-22
HWM
HOWMET AEROSPACE INC
14.77%
Shares1.5K
Event2026-03-31
Filed2026-04-22
UPS
UNITED PARCEL SVCS INC
25.09%
Shares3.4K
Event2026-03-31
Filed2026-04-22
WELL
WELLTOWER INC
7.35%
Shares1.8K
Event2026-03-31
Filed2026-04-22
FDX
FEDEX CORP
9.98%
Shares915
Event2026-03-31
Filed2026-04-22
ZBH
ZIMMER BIOMET HOLDINGS INC
7.65%
Shares3.9K
Event2026-03-31
Filed2026-04-22
GWW
WW GRAINGER INC
16.92%
Shares304
Event2026-03-31
Filed2026-04-22
ZFEB
INNOVATOR ETFS TRUST
New
Shares13.7K
Event2026-03-31
Filed2026-04-22
CRUS
CIRRUS LOGIC INC
-3.40%
Shares2.1K
Event2026-03-31
Filed2026-04-22
DAL
DELTA AIR LINES INC
-10.55%
Shares5.0K
Event2026-03-31
Filed2026-04-22
CTVA
CORTEVA INC
6.50%
Shares4.4K
Event2026-03-31
Filed2026-04-22
NDAQ
NASDAQ INC
2.57%
Shares4.0K
Event2026-03-31
Filed2026-04-22
CLH
CLEAN HARBORS INC
-11.55%
Shares1.1K
Event2026-03-31
Filed2026-04-22
ONEQ
FIDELITY COMWLTH TR
0.00%
Shares3.6K
Event2026-03-31
Filed2026-04-22
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
-3.18%
Shares1.4K
Event2026-03-31
Filed2026-04-22
PJAN
INNOVATOR ETFS TRUST
0.00%
Shares7.2K
Event2026-03-31
Filed2026-04-22
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
13.56%
Shares7.4K
Event2026-03-31
Filed2026-04-22
NEM
NEWMONT CORP
29.46%
Shares3.2K
Event2026-03-31
Filed2026-04-22
QNITY ELECTRONICS INC
QNITY ELECTRONICS INC
New
Shares2.5K
Event2026-03-31
Filed2026-04-22
ARES
ARES MANAGEMENT CORPORATION
New
Shares2.8K
Event2026-03-31
Filed2026-04-22
JPST
J P MORGAN EXCHANGE TRADED F
-64.32%
Shares6.7K
Event2026-03-31
Filed2026-04-22
UNILEVER PLC
UNILEVER PLC
-1.90%
Shares5.9K
Event2026-03-31
Filed2026-04-22
VXUS
VANGUARD STAR FDS
New
Shares4.1K
Event2026-03-31
Filed2026-04-22
EXPE
EXPEDIA GROUP INC
-29.42%
Shares1.2K
Event2026-03-31
Filed2026-04-22
AEP
AMERICAN ELEC PWR CO INC
New
Shares2.5K
Event2026-03-31
Filed2026-04-22
WM
WASTE MGMT INC DEL
28.32%
Shares1.5K
Event2026-03-31
Filed2026-04-22
MPWR
MONOLITHIC PWR SYS INC
New
Shares213
Event2026-03-31
Filed2026-04-22
TARGET CORP
TARGET CORP
0.33%
Shares2.5K
Event2026-03-31
Filed2026-04-22
FIVE
FIVE BELOW INC
New
Shares1.4K
Event2026-03-31
Filed2026-04-22
FTEC
FIDELITY COVINGTON TRUST
-0.22%
Shares1.3K
Event2026-03-31
Filed2026-04-22
VRSN
VERISIGN INC
New
Shares1.2K
Event2026-03-31
Filed2026-04-22
CSX
CSX CORP
6.39%
Shares7.4K
Event2026-03-31
Filed2026-04-22
HDV
ISHARES TR
-0.62%
Shares2.4K
Event2026-03-31
Filed2026-04-22
CCK
CROWN HLDGS INC
-5.06%
Shares3.1K
Event2026-03-31
Filed2026-04-22
USB
US BANCORP
43.61%
Shares5.6K
Event2026-03-31
Filed2026-04-22
UDEC
INNOVATOR ETFS TRUST
0.00%
Shares7.9K
Event2026-03-31
Filed2026-04-22
ECL
ECOLAB INC
7.63%
Shares1.2K
Event2026-03-31
Filed2026-04-22
STT
STATE STR CORP
10.01%
Shares2.1K
Event2026-03-31
Filed2026-04-22
KJAN
INNOVATOR ETFS TRUST
0.00%
Shares7.2K
Event2026-03-31
Filed2026-04-22
ITW
ILLINOIS TOOL WKS INC
15.12%
Shares1.2K
Event2026-03-31
Filed2026-04-22
CB
CHUBB LTD SWITZ
21.20%
Shares949
Event2026-03-31
Filed2026-04-22
LNG
CHENIERE ENERGY INC
4.96%
Shares1.2K
Event2026-03-31
Filed2026-04-22
CDNS
CADENCE DESIGN SYSTEM INC
19.15%
Shares952
Event2026-03-31
Filed2026-04-22
GEN DIGITAL INC
GEN DIGITAL INC
-12.82%
Shares15.6K
Event2026-03-31
Filed2026-04-22
BCS
BARCLAYS PLC
8.67%
Shares13.1K
Event2026-03-31
Filed2026-04-22
ULTA
ULTA BEAUTY INC
-1.84%
Shares534
Event2026-03-31
Filed2026-04-22
PHM
PULTE GROUP INC
-14.69%
Shares2.3K
Event2026-03-31
Filed2026-04-22
TT
TRANE TECHNOLOGIES PLC
-1.58%
Shares622
Event2026-03-31
Filed2026-04-22
ED
CONSOLIDATED EDISON INC
12.71%
Shares2.7K
Event2026-03-31
Filed2026-04-22
SOXX
ISHARES TR
-6.82%
Shares697
Event2026-03-31
Filed2026-04-22
NOC
NORTHROP GRUMMAN CORP
-3.83%
Shares477
Event2026-03-31
Filed2026-04-22
NI
NISOURCE INC
1.26%
Shares6.2K
Event2026-03-31
Filed2026-04-22
RL
RALPH LAUREN CORP
-2.23%
Shares744
Event2026-03-31
Filed2026-04-22
HLT
HILTON WORLDWIDE HLDGS INC
New
Shares843
Event2026-03-31
Filed2026-04-22
TNL
TRAVEL PLUS LEISURE CO
5.75%
Shares3.8K
Event2026-03-31
Filed2026-04-22
ADSK
AUTODESK INC
-19.39%
Shares1.2K
Event2026-03-31
Filed2026-04-22
FI
FISERV INC
-10.38%
Shares4.5K
Event2026-03-31
Filed2026-04-22
CW
CURTISS WRIGHT CORP
3.41%
Shares394
Event2026-03-31
Filed2026-04-22
PJUL
INNOVATOR ETFS TRUST
-22.22%
Shares6.0K
Event2026-03-31
Filed2026-04-22
KEYS
KEYSIGHT TECHNOLOGIES INC
New
Shares826
Event2026-03-31
Filed2026-04-22
AXON
AXON ENTERPRISE INC
New
Shares692
Event2026-03-31
Filed2026-04-22
ELV
ELEVANCE HEALTH INC FORMERLY
New
Shares849
Event2026-03-31
Filed2026-04-22
SLV
ISHARES SILVER TR
-46.77%
Shares4.1K
Event2026-03-31
Filed2026-04-22
JBHT
HUNT J B TRANS SVCS INC
3.07%
Shares1.1K
Event2026-03-31
Filed2026-04-22
IWP
ISHARES TR
New
Shares2.0K
Event2026-03-31
Filed2026-04-22
GLW
CORNING INC
New
Shares1.7K
Event2026-03-31
Filed2026-04-22
KMI
KINDER MORGAN INC DEL
14.79%
Shares8.8K
Event2026-03-31
Filed2026-04-22
TPR
TAPESTRY INC
New
Shares1.8K
Event2026-03-31
Filed2026-04-22
SHEL
SHELL PLC
New
Shares3.1K
Event2026-03-31
Filed2026-04-22
CCL
CARNIVAL CORP
-20.68%
Shares9.9K
Event2026-03-31
Filed2026-04-22
ETR
ENTERGY CORP NEW
2.83%
Shares2.4K
Event2026-03-31
Filed2026-04-22
VYMI
VANGUARD WHITEHALL FDS
0.00%
Shares2.8K
Event2026-03-31
Filed2026-04-22
ALSN
ALLISON TRANSMISSION HLDGS I
-5.46%
Shares2.0K
Event2026-03-31
Filed2026-04-22
MSI
MOTOROLA SOLUTIONS INC
4.51%
Shares602
Event2026-03-31
Filed2026-04-22
IBRX
IMMUNITYBIO INC
New
Shares32.9K
Event2026-03-31
Filed2026-04-22
AJUL
INNOVATOR ETFS TRUST
0.00%
Shares9.0K
Event2026-03-31
Filed2026-04-22
INGR
INGREDION INC
5.82%
Shares2.3K
Event2026-03-31
Filed2026-04-22
ROST
ROSS STORES INC
New
Shares1.2K
Event2026-03-31
Filed2026-04-22
RCL
ROYAL CARIBBEAN GROUP
34.12%
Shares971
Event2026-03-31
Filed2026-04-22
SHW
SHERWIN WILLIAMS CO
-25.02%
Shares773
Event2026-03-31
Filed2026-04-22
EMR
EMERSON ELEC CO
-3.74%
Shares1.8K
Event2026-03-31
Filed2026-04-22
GRMN
GARMIN LTD
New
Shares965
Event2026-03-31
Filed2026-04-22
INNOVATOR ETFS TRUST
INNOVATOR ETFS TRUST
0.00%
Shares13.1K
Event2026-03-31
Filed2026-04-22
FITB
FIFTH THIRD BANCORP
New
Shares5.0K
Event2026-03-31
Filed2026-04-22
ITOT
ISHARES TR
-91.09%
Shares1.6K
Event2026-03-31
Filed2026-04-22
PLD
PROLOGIS INC.
6.67%
Shares1.8K
Event2026-03-31
Filed2026-04-22
SLB
SLB LIMITED
New
Shares4.8K
Event2026-03-31
Filed2026-04-22
MPC
MARATHON PETE CORP
New
Shares1.1K
Event2026-03-31
Filed2026-04-22
SHOP
SHOPIFY INC
3.99%
Shares1.9K
Event2026-03-31
Filed2026-04-22
VLO
VALERO ENERGY CORP
New
Shares1.1K
Event2026-03-31
Filed2026-04-22
GM
GENERAL MTRS CO
13.49%
Shares3.2K
Event2026-03-31
Filed2026-04-22
WBD
WARNER BROS DISCOVERY INC
-5.73%
Shares9.2K
Event2026-03-31
Filed2026-04-22
PYPL
PAYPAL HLDGS INC
36.15%
Shares4.9K
Event2026-03-31
Filed2026-04-22
DTE
DTE ENERGY CO
-2.13%
Shares1.7K
Event2026-03-31
Filed2026-04-22
TBIL
RBB FD INC
0.00%
Shares5.0K
Event2026-03-31
Filed2026-04-22
MMC
MARSH & MCLENNAN COS INC
21.58%
Shares1.4K
Event2026-03-31
Filed2026-04-22
MATCH GROUP INC NEW
MATCH GROUP INC NEW
New
Shares7.0K
Event2026-03-31
Filed2026-04-22
SYY
SYSCO CORP
5.46%
Shares3.3K
Event2026-03-31
Filed2026-04-22
TSN
TYSON FOODS INC
-2.60%
Shares3.9K
Event2026-03-31
Filed2026-04-22
RLY
SSGA ACTIVE ETF TR
-1.56%
Shares6.9K
Event2026-03-31
Filed2026-04-22
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
0.00%
Shares8.5K
Event2026-03-31
Filed2026-04-22
VRTX
VERTEX PHARMACEUTICALS INC
22.03%
Shares565
Event2026-03-31
Filed2026-04-22
IHE
ISHARES TR
13.65%
Shares2.8K
Event2026-03-31
Filed2026-04-22
MAS
MASCO CORP
New
Shares3.7K
Event2026-03-31
Filed2026-04-22
ILMN
ILLUMINA INC
-2.59%
Shares1.8K
Event2026-03-31
Filed2026-04-22
FQAL
FIDELITY COVINGTON TRUST
0.00%
Shares3.1K
Event2026-03-31
Filed2026-04-22
UAPR
INNOVATOR ETFS TRUST
New
Shares6.9K
Event2026-03-31
Filed2026-04-22
CARR
CARRIER GLOBAL CORPORATION
-18.78%
Shares3.9K
Event2026-03-31
Filed2026-04-22
GBTC
GRAYSCALE BITCOIN TRUST ETF
-4.52%
Shares4.1K
Event2026-03-31
Filed2026-04-22
BP
BP PLC
New
Shares5.1K
Event2026-03-31
Filed2026-04-22
PAYX
PAYCHEX INC
New
Shares2.5K
Event2026-03-31
Filed2026-04-22
VOE
VANGUARD INDEX FDS
New
Shares1.2K
Event2026-03-31
Filed2026-04-22
DURA
VANECK ETF TRUST
New
Shares6.4K
Event2026-03-31
Filed2026-04-22
PWR
QUANTA SVCS INC
New
Shares383
Event2026-03-31
Filed2026-04-22
MMM
3M CO
0.58%
Shares1.6K
Event2026-03-31
Filed2026-04-22
WSM
WILLIAMS SONOMA INC
-1.04%
Shares1.1K
Event2026-03-31
Filed2026-04-22
VTES
VANGUARD WELLINGTON FD
0.00%
Shares2.2K
Event2026-03-31
Filed2026-04-22
AMP
AMERIPRISE FINL INC
-7.14%
Shares494
Event2026-03-31
Filed2026-04-22
APP
APPLOVIN CORP
-5.88%
Shares480
Event2026-03-31
Filed2026-04-22
CGDV
CAPITAL GROUP DIVIDEND VALUE
0.24%
Shares5.0K
Event2026-03-31
Filed2026-04-22
MAR
MARRIOTT INTL INC NEW
New
Shares602
Event2026-03-31
Filed2026-04-22
ZTS
ZOETIS INC
-6.74%
Shares1.9K
Event2026-03-31
Filed2026-04-22
EXC
EXELON CORP
New
Shares4.9K
Event2026-03-31
Filed2026-04-22
KR
KROGER CO
New
Shares3.3K
Event2026-03-31
Filed2026-04-22
EQIX
EQUINIX INC
New
Shares205
Event2026-03-31
Filed2026-04-22
FJAN
FIRST TR EXCHNG TRADED FD VI
-8.33%
Shares4.2K
Event2026-03-31
Filed2026-04-22
ZION
ZIONS BANCORPORATION NATL AS
New
Shares3.6K
Event2026-03-31
Filed2026-04-22
PNC
PNC FINL SVCS GROUP INC
New
Shares981
Event2026-03-31
Filed2026-04-22
NTRS
NORTHERN TR CORP
New
Shares1.3K
Event2026-03-31
Filed2026-04-22
BYD
BOYD GAMING CORP
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-22
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares1.1K
Event2026-03-31
Filed2026-04-22
IVE
ISHARES TR
New
Shares997
Event2026-03-31
Filed2026-04-22
ST
SENSATA TECHNOLOGIES HLDG PL
New
Shares5.3K
Event2026-03-31
Filed2026-04-22
CRWD
CROWDSTRIKE HLDGS INC
3.62%
Shares486
Event2026-03-31
Filed2026-04-22
IUSG
ISHARES TR
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-22
REGN
REGENERON PHARMACEUTICALS
8.58%
Shares291
Event2026-03-31
Filed2026-04-22
VBK
VANGUARD INDEX FDS
New
Shares649
Event2026-03-31
Filed2026-04-22
CFG
CITIZENS FINL GROUP INC
New
Shares3.3K
Event2026-03-31
Filed2026-04-22
ES
EVERSOURCE ENERGY
-0.31%
Shares3.2K
Event2026-03-31
Filed2026-04-22
EGP
EASTGROUP PPTYS INC
New
Shares1.1K
Event2026-03-31
Filed2026-04-22
RNG
RINGCENTRAL INC
New
Shares5.2K
Event2026-03-31
Filed2026-04-22
FCPI
FIDELITY COVINGTON TRUST
0.00%
Shares4.1K
Event2026-03-31
Filed2026-04-22
ON
ON SEMICONDUCTOR CORP
New
Shares2.4K
Event2026-03-31
Filed2026-04-22
A
AGILENT TECHNOLOGIES INC
14.86%
Shares1.7K
Event2026-03-31
Filed2026-04-22
IBB
ISHARES TR
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-22
UAL
UNITED AIRLS HLDGS INC
-7.26%
Shares2.2K
Event2026-03-31
Filed2026-04-22
SNPS
SYNOPSYS INC
New
Shares444
Event2026-03-31
Filed2026-04-22
EFG
ISHARES TR
New
Shares1.7K
Event2026-03-31
Filed2026-04-22
ETF SER SOLUTIONS
ETF SER SOLUTIONS
0.00%
Shares7.9K
Event2026-03-31
Filed2026-04-22
JBL
JABIL INC
New
Shares618
Event2026-03-31
Filed2026-04-22
CSL
CARLISLE COS INC
New
Shares574
Event2026-03-31
Filed2026-04-22
SPYG
SPDR SERIES TRUST
-96.53%
Shares1.9K
Event2026-03-31
Filed2026-04-22
ISHARES GOLD TR
ISHARES GOLD TR
New
Shares2.3K
Event2026-03-31
Filed2026-04-22
SNDK
SANDISK CORP
New
Shares225
Event2026-03-31
Filed2026-04-22
PSMD
PACER FDS TR
New
Shares6.1K
Event2026-03-31
Filed2026-04-22
VWO
VANGUARD INTL EQUITY INDEX F
New
Shares3.5K
Event2026-03-31
Filed2026-04-22
EPR
EPR PPTYS
New
Shares3.6K
Event2026-03-31
Filed2026-04-22
ESS
ESSEX PPTY TR INC
0.25%
Shares792
Event2026-03-31
Filed2026-04-22
F
FORD MTR CO
-1.19%
Shares15.0K
Event2026-03-31
Filed2026-04-22
KVUE
KENVUE INC
5.94%
Shares10.8K
Event2026-03-31
Filed2026-04-22
SAN
BANCO SANTANDER SA
21.07%
Shares14.4K
Event2026-03-31
Filed2026-04-22
DFH
DREAM FINDERS HOMES INC
3.03%
Shares10.3K
Event2026-03-31
Filed2026-04-22
GNW
GENWORTH FINL INC
-1.18%
Shares15.5K
Event2026-03-31
Filed2026-04-22
MFG
MIZUHO FINANCIAL GROUP INC
New
Shares12.2K
Event2026-03-31
Filed2026-04-22
NMR
NOMURA HLDGS INC
New
Shares10.3K
Event2026-03-31
Filed2026-04-22
GTM
ZOOMINFO TECHNOLOGIES INC
New
Shares12.0K
Event2026-03-31
Filed2026-04-22

Call Option Holdings
UNH Call
UNITEDHEALTH GROUP INC
New
Shares500
Event2026-03-31
Filed2026-04-22

Put Option Holdings
AAPL Put
APPLE INC
7.59%
Shares17.0K
Event2026-03-31
Filed2026-04-22
LAM RESEARCH CORP Put
LAM RESEARCH CORP
New
Shares6.8K
Event2026-03-31
Filed2026-04-22
SPY Put
STATE STR SPDR S&P 500 ETF T
New
Shares1.0K
Event2026-03-31
Filed2026-04-22
NVDA Put
NVIDIA CORPORATION
New
Shares3.3K
Event2026-03-31
Filed2026-04-22
MSFT Put
MICROSOFT CORP
New
Shares1.1K
Event2026-03-31
Filed2026-04-22