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


Currently, Cornerstone Wealth Management, LLC holds 711 types of securities in its portfolio with a total value $2.0B. In the most recent quarter, they have increased their positions in PVAL (+126.0K shares, valued at $5.8M), CAT (+4.3K shares, valued at $3.1M), CGDV (+67.8K shares, valued at $2.9M); decreased their positions in FLQL (-47.5K shares, valued at $3.2M), VIG (-10.9K shares, valued at $2.3M), FIXD (-52.6K shares, valued at $2.3M); initiated new positions in PVAL (+126.0K shares, valued at $5.8M), FWD (+18.1K shares, valued at $2.0M), UUP (+61.6K shares, valued at $1.7M).


1M P&L
+74.9M+3.81%
3M P&L
+16.0M+0.79%
HY P&L
+84.6M+4.32%

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/A1.2B
66.1%
2Consumer Electronics87.3M
4.7%
3Semiconductors60.2M
3.2%

Top Industries by Stock Count

1N/A369 stocks
55.2%
2Asset Management16 stocks
2.4%
3Software - Infrastructure13 stocks
1.9%
Stock Holdings
AAPL
APPLE INC
0.58%
Shares344.0K
Event2026-03-31
Filed2026-04-24
BBUS
J P MORGAN EXCHANGE TRADED F
0.45%
Shares673.3K
Event2026-03-31
Filed2026-04-24
SPMD
SPDR SERIES TRUST
0.10%
Shares1.1M
Event2026-03-31
Filed2026-04-24
SPYM
SPDR SERIES TRUST
4.79%
Shares631.0K
Event2026-03-31
Filed2026-04-24
IVV
ISHARES TR
-2.76%
Shares73.2K
Event2026-03-31
Filed2026-04-24
NVDA
NVIDIA CORPORATION
4.52%
Shares265.6K
Event2026-03-31
Filed2026-04-24
MSFT
MICROSOFT CORP
5.57%
Shares78.3K
Event2026-03-31
Filed2026-04-24
BOND
PIMCO ETF TR
7.32%
Shares281.9K
Event2026-03-31
Filed2026-04-24
INVESCO QQQ TR
INVESCO QQQ TR
1.38%
Shares41.6K
Event2026-03-31
Filed2026-04-24
USMV
ISHARES TR
0.90%
Shares256.1K
Event2026-03-31
Filed2026-04-24
WMT
WALMART INC
-1.37%
Shares180.7K
Event2026-03-31
Filed2026-04-24
AMZN
AMAZON COM INC
5.99%
Shares100.4K
Event2026-03-31
Filed2026-04-24
SPYG
SPDR SERIES TRUST
12.75%
Shares191.8K
Event2026-03-31
Filed2026-04-24
MINT
PIMCO ETF TR
-1.75%
Shares184.2K
Event2026-03-31
Filed2026-04-24
SPY
STATE STR SPDR S&P 500 ETF T
-0.48%
Shares28.4K
Event2026-03-31
Filed2026-04-24
VIG
VANGUARD SPECIALIZED FUNDS
-11.33%
Shares85.1K
Event2026-03-31
Filed2026-04-24
VXUS
VANGUARD STAR FDS
-1.71%
Shares225.3K
Event2026-03-31
Filed2026-04-24
BSCS
INVESCO EXCH TRD SLF IDX FD
14.39%
Shares820.3K
Event2026-03-31
Filed2026-04-24
VTI
VANGUARD INDEX FDS
-3.56%
Shares52.1K
Event2026-03-31
Filed2026-04-24
BSCR
INVESCO EXCH TRD SLF IDX FD
9.32%
Shares850.4K
Event2026-03-31
Filed2026-04-24
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
12.95%
Shares343.9K
Event2026-03-31
Filed2026-04-24
SPIB
SPDR SERIES TRUST
20.21%
Shares469.5K
Event2026-03-31
Filed2026-04-24
PG
PROCTER & GAMBLE CO
0.81%
Shares108.6K
Event2026-03-31
Filed2026-04-24
SPDW
SPDR INDEX SHS FDS
16.17%
Shares336.1K
Event2026-03-31
Filed2026-04-24
XOM
EXXON MOBIL CORP
-3.65%
Shares89.2K
Event2026-03-31
Filed2026-04-24
BSCQ
INVESCO EXCH TRD SLF IDX FD
8.91%
Shares771.7K
Event2026-03-31
Filed2026-04-24
JNJ
JOHNSON & JOHNSON
4.52%
Shares61.6K
Event2026-03-31
Filed2026-04-24
DIA
STATE STR SPDR DOW JONES IND
14.42%
Shares31.5K
Event2026-03-31
Filed2026-04-24
FENI
FIDELITY COVINGTON TRUST
13.84%
Shares381.9K
Event2026-03-31
Filed2026-04-24
PWB
INVESCO EXCHANGE TRADED FD T
17.27%
Shares105.3K
Event2026-03-31
Filed2026-04-24
BIV
VANGUARD BD INDEX FDS
9.26%
Shares167.6K
Event2026-03-31
Filed2026-04-24
JQUA
J P MORGAN EXCHANGE TRADED F
21.41%
Shares208.1K
Event2026-03-31
Filed2026-04-24
ALPHABET INC
ALPHABET INC
1.88%
Shares43.3K
Event2026-03-31
Filed2026-04-24
RDVY
FIRST TR EXCHANGE TRADED FD
5.86%
Shares178.4K
Event2026-03-31
Filed2026-04-24
VTV
VANGUARD INDEX FDS
3.43%
Shares61.9K
Event2026-03-31
Filed2026-04-24
BND
VANGUARD BD INDEX FDS
1.40%
Shares164.0K
Event2026-03-31
Filed2026-04-24
FBND
FIDELITY MERRIMACK STR TR
2.47%
Shares263.3K
Event2026-03-31
Filed2026-04-24
IWM
ISHARES TR
5.18%
Shares48.4K
Event2026-03-31
Filed2026-04-24
DGRO
ISHARES TR
0.99%
Shares166.7K
Event2026-03-31
Filed2026-04-24
SPAB
SPDR SERIES TRUST
18.17%
Shares453.2K
Event2026-03-31
Filed2026-04-24
AVUS
AMERICAN CENTY ETF TR
18.91%
Shares102.2K
Event2026-03-31
Filed2026-04-24
SPHQ
INVESCO EXCHANGE TRADED FD T
34.33%
Shares146.9K
Event2026-03-31
Filed2026-04-24
CALF
PACER FDS TR
6.91%
Shares245.1K
Event2026-03-31
Filed2026-04-24
TOTL
SSGA ACTIVE ETF TR
20.28%
Shares267.8K
Event2026-03-31
Filed2026-04-24
IBM
INTERNATIONAL BUSINESS MACHS
4.55%
Shares43.5K
Event2026-03-31
Filed2026-04-24
KO
COCA COLA CO
3.02%
Shares138.5K
Event2026-03-31
Filed2026-04-24
ILCG
ISHARES TR
-0.57%
Shares109.7K
Event2026-03-31
Filed2026-04-24
SMH
VANECK ETF TRUST
5.46%
Shares26.7K
Event2026-03-31
Filed2026-04-24
RTX
RTX CORPORATION
2.13%
Shares52.6K
Event2026-03-31
Filed2026-04-24
JMUB
J P MORGAN EXCHANGE TRADED F
1.57%
Shares197.9K
Event2026-03-31
Filed2026-04-24
JIVE
J P MORGAN EXCHANGE TRADED F
3.59%
Shares112.4K
Event2026-03-31
Filed2026-04-24
VUG
VANGUARD INDEX FDS
0.83%
Shares22.0K
Event2026-03-31
Filed2026-04-24
XMHQ
INVESCO EXCHANGE TRADED FD T
6.45%
Shares87.5K
Event2026-03-31
Filed2026-04-24
JEPQ
J P MORGAN EXCHANGE TRADED F
5.60%
Shares161.4K
Event2026-03-31
Filed2026-04-24
QQQM
INVESCO EXCH TRADED FD TR II
6.23%
Shares37.6K
Event2026-03-31
Filed2026-04-24
ALPHABET INC
ALPHABET INC
5.29%
Shares31.1K
Event2026-03-31
Filed2026-04-24
VCIT
VANGUARD SCOTTSDALE FDS
3.93%
Shares107.0K
Event2026-03-31
Filed2026-04-24
JIG
J P MORGAN EXCHANGE TRADED F
19.50%
Shares114.8K
Event2026-03-31
Filed2026-04-24
BLACKSTONE INC
BLACKSTONE INC
27.29%
Shares73.7K
Event2026-03-31
Filed2026-04-24
GLD
SPDR GOLD TR
15.58%
Shares19.6K
Event2026-03-31
Filed2026-04-24
JPM
JPMORGAN CHASE & CO
16.92%
Shares27.4K
Event2026-03-31
Filed2026-04-24
COWG
PACER FDS TR
3.70%
Shares236.1K
Event2026-03-31
Filed2026-04-24
SDY
SPDR SERIES TRUST
-1.67%
Shares54.0K
Event2026-03-31
Filed2026-04-24
VBR
VANGUARD INDEX FDS
1.28%
Shares35.6K
Event2026-03-31
Filed2026-04-24
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
9.35%
Shares16.1K
Event2026-03-31
Filed2026-04-24
EMR
EMERSON ELEC CO
3.19%
Shares57.7K
Event2026-03-31
Filed2026-04-24
DON
WISDOMTREE TR
0.90%
Shares142.8K
Event2026-03-31
Filed2026-04-24
META
META PLATFORMS INC
7.47%
Shares12.9K
Event2026-03-31
Filed2026-04-24
CVX
CHEVRON CORPORATION
11.93%
Shares33.6K
Event2026-03-31
Filed2026-04-24
TSLA
TESLA INC
-0.30%
Shares18.7K
Event2026-03-31
Filed2026-04-24
CGXU
CAPITAL GROUP INTL FOCUS EQT
5.29%
Shares233.4K
Event2026-03-31
Filed2026-04-24
AVDE
AMERICAN CENTY ETF TR
-3.59%
Shares80.4K
Event2026-03-31
Filed2026-04-24
PH
PARKER-HANNIFIN CORP
-4.95%
Shares7.5K
Event2026-03-31
Filed2026-04-24
CAT
CATERPILLAR INC
84.45%
Shares9.5K
Event2026-03-31
Filed2026-04-24
AFL
AFLAC INC
4.25%
Shares60.5K
Event2026-03-31
Filed2026-04-24
ED
CONSOLIDATED EDISON INC
5.45%
Shares58.4K
Event2026-03-31
Filed2026-04-24
LOW
LOWES COS INC
4.11%
Shares27.5K
Event2026-03-31
Filed2026-04-24
DOV
DOVER CORP
2.99%
Shares31.1K
Event2026-03-31
Filed2026-04-24
BROADCOM INC
BROADCOM INC
7.61%
Shares20.0K
Event2026-03-31
Filed2026-04-24
SLV
ISHARES SILVER TR
-8.95%
Shares89.8K
Event2026-03-31
Filed2026-04-24
IJH
ISHARES TR
-0.40%
Shares87.2K
Event2026-03-31
Filed2026-04-24
PVAL
PUTNAM ETF TRUST
New
Shares126.0K
Event2026-03-31
Filed2026-04-24
VIGI
VANGUARD WHITEHALL FDS
-0.06%
Shares65.9K
Event2026-03-31
Filed2026-04-24
NDSN
NORDSON CORP
2.75%
Shares21.9K
Event2026-03-31
Filed2026-04-24
SPSM
SPDR SERIES TRUST
0.20%
Shares119.3K
Event2026-03-31
Filed2026-04-24
COST
COSTCO WHOLESALE CORPORATION
-2.16%
Shares5.8K
Event2026-03-31
Filed2026-04-24
GWW
WW GRAINGER INC
3.96%
Shares5.2K
Event2026-03-31
Filed2026-04-24
LINDE PLC
LINDE PLC
6.02%
Shares11.5K
Event2026-03-31
Filed2026-04-24
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-0.10%
Shares123.7K
Event2026-03-31
Filed2026-04-24
IDHQ
INVESCO EXCH TRADED FD TR II
0.78%
Shares157.5K
Event2026-03-31
Filed2026-04-24
SPTI
SPDR SERIES TRUST
19.11%
Shares194.3K
Event2026-03-31
Filed2026-04-24
LMT
LOCKHEED MARTIN CORP
4.00%
Shares8.8K
Event2026-03-31
Filed2026-04-24
VB
VANGUARD INDEX FDS
3.71%
Shares20.4K
Event2026-03-31
Filed2026-04-24
T
AT&T INC
2.85%
Shares175.7K
Event2026-03-31
Filed2026-04-24
CGDV
CAPITAL GROUP DIVIDEND VALUE
136.80%
Shares117.4K
Event2026-03-31
Filed2026-04-24
AWR
AMER STATES WTR CO
7.97%
Shares65.1K
Event2026-03-31
Filed2026-04-24
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
17.04%
Shares70.0K
Event2026-03-31
Filed2026-04-24
ONEQ
FIDELITY COMWLTH TR
-0.33%
Shares56.9K
Event2026-03-31
Filed2026-04-24
XLK
SELECT SECTOR SPDR TR
-6.55%
Shares36.2K
Event2026-03-31
Filed2026-04-24
LLY
ELI LILLY & CO
-2.34%
Shares5.2K
Event2026-03-31
Filed2026-04-24
SPMO
INVESCO EXCH TRADED FD TR II
2.78%
Shares42.6K
Event2026-03-31
Filed2026-04-24
JMTG
J P MORGAN EXCHANGE TRADED F
2.05%
Shares86.3K
Event2026-03-31
Filed2026-04-24
VO
VANGUARD INDEX FDS
3.21%
Shares15.1K
Event2026-03-31
Filed2026-04-24
SPEM
SPDR INDEX SHS FDS
16.50%
Shares92.1K
Event2026-03-31
Filed2026-04-24
PKW
INVESCO EXCHANGE TRADED FD T
8.82%
Shares32.3K
Event2026-03-31
Filed2026-04-24
NFLX
NETFLIX INC.
9.15%
Shares43.8K
Event2026-03-31
Filed2026-04-24
QUAL
ISHARES TR
-1.83%
Shares22.0K
Event2026-03-31
Filed2026-04-24
IYW
ISHARES TR
0.87%
Shares23.2K
Event2026-03-31
Filed2026-04-24
VANGUARD INDEX FDS
VANGUARD INDEX FDS
4.69%
Shares7.0K
Event2026-03-31
Filed2026-04-24
AIRR
FIRST TR EXCHANGE TRADED FD
11.83%
Shares37.4K
Event2026-03-31
Filed2026-04-24
FVD
FIRST TR EXCHANGE-TRADED FD
-2.78%
Shares86.6K
Event2026-03-31
Filed2026-04-24
MO
ALTRIA GROUP INC
5.05%
Shares60.8K
Event2026-03-31
Filed2026-04-24
VFLO
VICTORY PORTFOLIOS II
9.10%
Shares100.8K
Event2026-03-31
Filed2026-04-24
GE AEROSPACE
GE AEROSPACE
1.31%
Shares14.0K
Event2026-03-31
Filed2026-04-24
MFSG
MFS ACTIVE EXCHANGE TRADED F
-2.05%
Shares153.9K
Event2026-03-31
Filed2026-04-24
V
VISA INC
-1.45%
Shares12.6K
Event2026-03-31
Filed2026-04-24
FMHI
FIRST TR EXCH TRADED FD III
-3.61%
Shares78.1K
Event2026-03-31
Filed2026-04-24
VHT
VANGUARD WORLD FD
7.65%
Shares13.5K
Event2026-03-31
Filed2026-04-24
SPYV
SPDR SERIES TRUST
0.28%
Shares64.7K
Event2026-03-31
Filed2026-04-24
HD
HOME DEPOT INC
3.36%
Shares11.1K
Event2026-03-31
Filed2026-04-24
JPST
J P MORGAN EXCHANGE TRADED F
-6.05%
Shares71.0K
Event2026-03-31
Filed2026-04-24
MCD
MCDONALDS CORP
0.89%
Shares11.5K
Event2026-03-31
Filed2026-04-24
VEA
VANGUARD TAX-MANAGED FDS
4.86%
Shares55.8K
Event2026-03-31
Filed2026-04-24
LPLA
LPL FINL HLDGS INC
0.14%
Shares11.9K
Event2026-03-31
Filed2026-04-24
CSCO
CISCO SYS INC
-3.22%
Shares45.9K
Event2026-03-31
Filed2026-04-24
TSM
TAIWAN SEMICONDUCTOR MANUFAC
10.22%
Shares10.4K
Event2026-03-31
Filed2026-04-24
VBK
VANGUARD INDEX FDS
-0.32%
Shares11.3K
Event2026-03-31
Filed2026-04-24
COWZ
PACER FDS TR
2.33%
Shares54.4K
Event2026-03-31
Filed2026-04-24
VTEB
VANGUARD MUN BD FDS
1.68%
Shares67.1K
Event2026-03-31
Filed2026-04-24
IXUS
ISHARES TR
1.78%
Shares38.1K
Event2026-03-31
Filed2026-04-24
ABBV
ABBVIE INC
10.97%
Shares15.1K
Event2026-03-31
Filed2026-04-24
BA
BOEING CO
6.01%
Shares16.5K
Event2026-03-31
Filed2026-04-24
FTSM
FIRST TR EXCHANGE-TRADED FD
-2.45%
Shares54.8K
Event2026-03-31
Filed2026-04-24
VWO
VANGUARD INTL EQUITY INDEX F
8.21%
Shares60.5K
Event2026-03-31
Filed2026-04-24
AMD
ADVANCED MICRO DEVICES INC
14.27%
Shares15.9K
Event2026-03-31
Filed2026-04-24
ITM
VANECK ETF TRUST
2.16%
Shares69.8K
Event2026-03-31
Filed2026-04-24
IJR
ISHARES TR
-0.32%
Shares25.9K
Event2026-03-31
Filed2026-04-24
BAC
BANK AMERICA CORP
-0.31%
Shares64.0K
Event2026-03-31
Filed2026-04-24
FLQL
FRANKLIN TEMPLETON ETF TR
-51.01%
Shares45.6K
Event2026-03-31
Filed2026-04-24
XLF
SELECT SECTOR SPDR TR
-9.75%
Shares62.2K
Event2026-03-31
Filed2026-04-24
PFE
PFIZER INC
2.71%
Shares109.3K
Event2026-03-31
Filed2026-04-24
AEE
AMEREN CORP
-4.24%
Shares27.6K
Event2026-03-31
Filed2026-04-24
OHI
OMEGA HEALTHCARE INVS INC
1.56%
Shares68.4K
Event2026-03-31
Filed2026-04-24
CGGR
CAPITAL GROUP GROWTH ETF
19.75%
Shares74.3K
Event2026-03-31
Filed2026-04-24
BSV
VANGUARD BD INDEX FDS
19.20%
Shares38.0K
Event2026-03-31
Filed2026-04-24
GRID
FIRST TR EXCHANGE-TRADED FD
15.81%
Shares18.1K
Event2026-03-31
Filed2026-04-24
GEV
GE VERNOVA INC
6.34%
Shares3.4K
Event2026-03-31
Filed2026-04-24
XAR
SPDR SERIES TRUST
9.34%
Shares11.5K
Event2026-03-31
Filed2026-04-24
KHPI
MANAGED PORTFOLIO SERIES
130.54%
Shares117.4K
Event2026-03-31
Filed2026-04-24
VZ
VERIZON COMMUNICATIONS INC
34.62%
Shares56.5K
Event2026-03-31
Filed2026-04-24
XLE
SELECT SECTOR SPDR TR
1.47%
Shares45.0K
Event2026-03-31
Filed2026-04-24
IWF
ISHARES TR
10.26%
Shares6.5K
Event2026-03-31
Filed2026-04-24
NEE
NEXTERA ENERGY INC
7.76%
Shares29.6K
Event2026-03-31
Filed2026-04-24
USB
US BANCORP
1.32%
Shares52.0K
Event2026-03-31
Filed2026-04-24
MERCK & CO INC
MERCK & CO INC
-2.36%
Shares22.1K
Event2026-03-31
Filed2026-04-24
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
2.91%
Shares7.7K
Event2026-03-31
Filed2026-04-24
MOAT
VANECK ETF TRUST
4.83%
Shares27.0K
Event2026-03-31
Filed2026-04-24
FTCS
FIRST TR EXCHANGE-TRADED FD
-0.43%
Shares27.7K
Event2026-03-31
Filed2026-04-24
EVTR
MORGAN STANLEY ETF TRUST
11.21%
Shares50.6K
Event2026-03-31
Filed2026-04-24
PEP
PEPSICO INC
10.58%
Shares16.4K
Event2026-03-31
Filed2026-04-24
PM
PHILIP MORRIS INTL INC
-1.51%
Shares15.2K
Event2026-03-31
Filed2026-04-24
JGRO
J P MORGAN EXCHANGE TRADED F
17.91%
Shares29.6K
Event2026-03-31
Filed2026-04-24
NLR
VANECK ETF TRUST
22.60%
Shares18.7K
Event2026-03-31
Filed2026-04-24
TSN
TYSON FOODS INC
-1.05%
Shares38.8K
Event2026-03-31
Filed2026-04-24
MA
MASTERCARD INCORPORATED
3.35%
Shares4.9K
Event2026-03-31
Filed2026-04-24
ORCL
ORACLE CORP
6.40%
Shares16.5K
Event2026-03-31
Filed2026-04-24
CITIGROUP INC
CITIGROUP INC
104.89%
Shares21.3K
Event2026-03-31
Filed2026-04-24
IWR
ISHARES TR
14.68%
Shares24.4K
Event2026-03-31
Filed2026-04-24
FIXD
FIRST TR EXCHNG TRADED FD VI
-49.68%
Shares53.3K
Event2026-03-31
Filed2026-04-24
CB
CHUBB LTD SWITZ
58.29%
Shares7.1K
Event2026-03-31
Filed2026-04-24
DSI
ISHARES TR
-8.27%
Shares18.6K
Event2026-03-31
Filed2026-04-24
DE
DEERE & CO
18.82%
Shares4.0K
Event2026-03-31
Filed2026-04-24
ITA
ISHARES TR
18.43%
Shares10.2K
Event2026-03-31
Filed2026-04-24
BUFR
FIRST TR EXCHNG TRADED FD VI
14.01%
Shares65.5K
Event2026-03-31
Filed2026-04-24
CMI
CUMMINS INC
-0.51%
Shares4.1K
Event2026-03-31
Filed2026-04-24
SCHG
SCHWAB STRATEGIC TR
0.03%
Shares75.1K
Event2026-03-31
Filed2026-04-24
TFI
SPDR SERIES TRUST
0.00%
Shares48.2K
Event2026-03-31
Filed2026-04-24
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
3.32%
Shares16.5K
Event2026-03-31
Filed2026-04-24
IBHF
ISHARES TR
4.62%
Shares93.5K
Event2026-03-31
Filed2026-04-24
MUB
ISHARES TR
-20.13%
Shares20.1K
Event2026-03-31
Filed2026-04-24
VFH
VANGUARD WORLD FD
-0.36%
Shares17.5K
Event2026-03-31
Filed2026-04-24
PLTR
PALANTIR TECHNOLOGIES INC
21.67%
Shares14.3K
Event2026-03-31
Filed2026-04-24
CGMU
CAPITAL GRP FIXED INCM ETF T
19.97%
Shares76.9K
Event2026-03-31
Filed2026-04-24
IVW
ISHARES TR
-5.37%
Shares18.4K
Event2026-03-31
Filed2026-04-24
CRM
SALESFORCE INC
5.44%
Shares11.1K
Event2026-03-31
Filed2026-04-24
BMY
BRISTOL-MYERS SQUIBB CO
0.29%
Shares34.2K
Event2026-03-31
Filed2026-04-24
CGCP
CAPITAL GRP FIXED INCM ETF T
-7.17%
Shares92.2K
Event2026-03-31
Filed2026-04-24
TDI
TOUCHSTONE ETF TRUST
423.26%
Shares49.4K
Event2026-03-31
Filed2026-04-24
DIS
DISNEY WALT CO
-1.56%
Shares21.0K
Event2026-03-31
Filed2026-04-24
CEF
SPROTT ASSET MANAGEMENT LP
-6.81%
Shares42.2K
Event2026-03-31
Filed2026-04-24
VDE
VANGUARD WORLD FD
11.47%
Shares11.6K
Event2026-03-31
Filed2026-04-24
PAVE
GLOBAL X FDS
8.34%
Shares39.4K
Event2026-03-31
Filed2026-04-24
FIW
FIRST TR EXCHANGE-TRADED FD
3.34%
Shares19.3K
Event2026-03-31
Filed2026-04-24
HEFA
ISHARES TR
-1.30%
Shares46.5K
Event2026-03-31
Filed2026-04-24
SUSA
ISHARES TR
-7.16%
Shares14.9K
Event2026-03-31
Filed2026-04-24
FWD
AB ACTIVE ETFS INC
New
Shares18.1K
Event2026-03-31
Filed2026-04-24
DFIV
DIMENSIONAL ETF TRUST
27.38%
Shares36.8K
Event2026-03-31
Filed2026-04-24
AVDV
AMERICAN CENTY ETF TR
-2.56%
Shares19.5K
Event2026-03-31
Filed2026-04-24
MU
MICRON TECHNOLOGY INC
11.64%
Shares5.7K
Event2026-03-31
Filed2026-04-24
ESGV
VANGUARD WORLD FD
-4.49%
Shares17.1K
Event2026-03-31
Filed2026-04-24
DELL
DELL TECHNOLOGIES INC
3.14%
Shares11.7K
Event2026-03-31
Filed2026-04-24
KNG
FIRST TR EXCHANGE-TRADED FD
-0.95%
Shares39.3K
Event2026-03-31
Filed2026-04-24
IWO
ISHARES TR
9.54%
Shares6.0K
Event2026-03-31
Filed2026-04-24
ABT
ABBOTT LABORATORIES
7.81%
Shares18.3K
Event2026-03-31
Filed2026-04-24
COP
CONOCOPHILLIPS
-13.25%
Shares14.2K
Event2026-03-31
Filed2026-04-24
OKE
ONEOK INC NEW
6.30%
Shares20.5K
Event2026-03-31
Filed2026-04-24
EMLP
FIRST TR EXCHANGE-TRADED FD
1.58%
Shares40.7K
Event2026-03-31
Filed2026-04-24
NBXG
NEUBERGER NEXT GENERATION
1.73%
Shares136.9K
Event2026-03-31
Filed2026-04-24
VOE
VANGUARD INDEX FDS
-7.06%
Shares9.5K
Event2026-03-31
Filed2026-04-24
VGT
VANGUARD WORLD FD
-10.87%
Shares2.5K
Event2026-03-31
Filed2026-04-24
YOU
CLEAR SECURE INC
-1.18%
Shares35.5K
Event2026-03-31
Filed2026-04-24
UUP
INVESCO DB US DLR INDEX TR
New
Shares61.6K
Event2026-03-31
Filed2026-04-24
SDVY
FIRST TR EXCHANGE TRADED FD
-1.48%
Shares43.4K
Event2026-03-31
Filed2026-04-24
ANGL
VANECK ETF TRUST
10.79%
Shares59.4K
Event2026-03-31
Filed2026-04-24
SCHV
SCHWAB STRATEGIC TR
1.43%
Shares55.8K
Event2026-03-31
Filed2026-04-24
ENB
ENBRIDGE INC
1.62%
Shares31.3K
Event2026-03-31
Filed2026-04-24
RAAX
VANECK ETF TRUST
20.08%
Shares41.5K
Event2026-03-31
Filed2026-04-24
GM
GENERAL MTRS CO
218.28%
Shares22.6K
Event2026-03-31
Filed2026-04-24
BSMR
INVESCO EXCH TRD SLF IDX FD
4.20%
Shares71.0K
Event2026-03-31
Filed2026-04-24
HMOP
HARTFORD FDS EXCHANGE TRADED
4.68%
Shares43.2K
Event2026-03-31
Filed2026-04-24
UPS
UNITED PARCEL SVCS INC
-0.73%
Shares16.9K
Event2026-03-31
Filed2026-04-24
BNS
BANK NOVA SCOTIA B C
4.53%
Shares24.0K
Event2026-03-31
Filed2026-04-24
IWN
ISHARES TR
4.47%
Shares8.8K
Event2026-03-31
Filed2026-04-24
IEFA
ISHARES TR
-0.12%
Shares18.2K
Event2026-03-31
Filed2026-04-24
HON
HONEYWELL INTL INC
3.39%
Shares7.3K
Event2026-03-31
Filed2026-04-24
GS
GOLDMAN SACHS GROUP INC
35.95%
Shares1.9K
Event2026-03-31
Filed2026-04-24
FDX
FEDEX CORP
73.91%
Shares4.6K
Event2026-03-31
Filed2026-04-24
MUNI
PIMCO ETF TR
-4.26%
Shares30.8K
Event2026-03-31
Filed2026-04-24
SBRA
SABRA HEALTH CARE REIT INC
14.69%
Shares83.0K
Event2026-03-31
Filed2026-04-24
UNP
UNION PAC CORP
19.28%
Shares6.5K
Event2026-03-31
Filed2026-04-24
XLI
SELECT SECTOR SPDR TR
-37.52%
Shares9.7K
Event2026-03-31
Filed2026-04-24
EFX
EQUIFAX INC
-0.23%
Shares8.6K
Event2026-03-31
Filed2026-04-24
FTLS
FIRST TR EXCH TRADED FD III
12.60%
Shares21.9K
Event2026-03-31
Filed2026-04-24
FSCO
FS CREDIT OPPORTUNITIES CORP
-11.23%
Shares301.6K
Event2026-03-31
Filed2026-04-24
FTQI
FIRST TR EXCHANGE TRADED FD
15.53%
Shares77.2K
Event2026-03-31
Filed2026-04-24
TGT
TARGET CORP
-0.13%
Shares12.7K
Event2026-03-31
Filed2026-04-24
TUSI
TOUCHSTONE ETF TRUST
1.59%
Shares59.8K
Event2026-03-31
Filed2026-04-24
TDIV
FIRST TR EXCHANGE TRADED FD
5.67%
Shares16.1K
Event2026-03-31
Filed2026-04-24
AVUV
AMERICAN CENTY ETF TR
2.75%
Shares13.2K
Event2026-03-31
Filed2026-04-24
BSMS
INVESCO EXCH TRD SLF IDX FD
5.77%
Shares61.4K
Event2026-03-31
Filed2026-04-24
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
95.27%
Shares14.5K
Event2026-03-31
Filed2026-04-24
NOC
NORTHROP GRUMMAN CORP
5.37%
Shares2.1K
Event2026-03-31
Filed2026-04-24
FLRT
PACER FDS TR
-0.93%
Shares30.9K
Event2026-03-31
Filed2026-04-24
WPC
WP CAREY INC
-5.21%
Shares21.0K
Event2026-03-31
Filed2026-04-24
JPSE
J P MORGAN EXCHANGE TRADED F
-0.20%
Shares26.9K
Event2026-03-31
Filed2026-04-24
FTHI
FIRST TR EXCHANGE TRADED FD
29.94%
Shares60.2K
Event2026-03-31
Filed2026-04-24
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
8.12%
Shares7.2K
Event2026-03-31
Filed2026-04-24
SPTL
SPDR SERIES TRUST
-3.86%
Shares52.5K
Event2026-03-31
Filed2026-04-24
VNQ
VANGUARD INDEX FDS
-5.40%
Shares15.5K
Event2026-03-31
Filed2026-04-24
VRT
VERTIV HOLDINGS CO
1.87%
Shares5.5K
Event2026-03-31
Filed2026-04-24
HIPS
GRANITESHARES ETF TR
0.18%
Shares118.1K
Event2026-03-31
Filed2026-04-24
JHMM
JOHN HANCOCK EXCHANGE TRADED
17.03%
Shares20.3K
Event2026-03-31
Filed2026-04-24
VGIT
VANGUARD SCOTTSDALE FDS
37.74%
Shares22.7K
Event2026-03-31
Filed2026-04-24
FDVV
FIDELITY COVINGTON TRUST
21.52%
Shares24.2K
Event2026-03-31
Filed2026-04-24
SCHD
SCHWAB STRATEGIC TR
0.40%
Shares43.5K
Event2026-03-31
Filed2026-04-24
ALPS ETF TR
ALPS ETF TR
182.85%
Shares25.3K
Event2026-03-31
Filed2026-04-24
LNG
CHENIERE ENERGY INC
4.40%
Shares4.7K
Event2026-03-31
Filed2026-04-24
SHOP
SHOPIFY INC
-19.69%
Shares11.1K
Event2026-03-31
Filed2026-04-24
KF
KOREA FD INC
4.71%
Shares29.2K
Event2026-03-31
Filed2026-04-24
AMAT
APPLIED MATLS INC
-6.36%
Shares3.8K
Event2026-03-31
Filed2026-04-24
QEFA
SPDR INDEX SHS FDS
12.50%
Shares13.9K
Event2026-03-31
Filed2026-04-24
GDX
VANECK ETF TRUST
-3.21%
Shares14.1K
Event2026-03-31
Filed2026-04-24
ASML
ASML HLDG NV
39.43%
Shares976
Event2026-03-31
Filed2026-04-24
MEDTRONIC PLC
MEDTRONIC PLC
0.57%
Shares14.8K
Event2026-03-31
Filed2026-04-24
CRWD
CROWDSTRIKE HLDGS INC
24.16%
Shares3.3K
Event2026-03-31
Filed2026-04-24
VOOG
VANGUARD ADMIRAL FDS INC
7.24%
Shares3.1K
Event2026-03-31
Filed2026-04-24
FMDE
FIDELITY COVINGTON TRUST
-1.02%
Shares35.3K
Event2026-03-31
Filed2026-04-24
MMM
3M CO
-5.46%
Shares8.7K
Event2026-03-31
Filed2026-04-24
IEMG
ISHARES INC
0.31%
Shares18.0K
Event2026-03-31
Filed2026-04-24
FXF
INVESCO CURRENCYSHARES SWISS
353.06%
Shares11.3K
Event2026-03-31
Filed2026-04-24
DIVI
FRANKLIN TEMPLETON ETF TR
19.98%
Shares31.4K
Event2026-03-31
Filed2026-04-24
QUS
SPDR SERIES TRUST
-1.11%
Shares7.3K
Event2026-03-31
Filed2026-04-24
TRV
TRAVELERS COMPANIES INC
188.44%
Shares4.3K
Event2026-03-31
Filed2026-04-24
VYM
VANGUARD WHITEHALL FDS
-0.31%
Shares8.4K
Event2026-03-31
Filed2026-04-24
GIS
GENERAL MILLS INC
18.94%
Shares33.1K
Event2026-03-31
Filed2026-04-24
KMI
KINDER MORGAN INC DEL
3.59%
Shares36.6K
Event2026-03-31
Filed2026-04-24
ORLY
OREILLY AUTOMOTIVE INC
-1.28%
Shares13.2K
Event2026-03-31
Filed2026-04-24
BKH
BLACK HILLS CORP
-1.11%
Shares17.4K
Event2026-03-31
Filed2026-04-24
CIBR
FIRST TR EXCHANGE-TRADED FD
7.86%
Shares19.1K
Event2026-03-31
Filed2026-04-24
NML
NEUBERGER ENGY INFRSTR & INC
2.02%
Shares113.6K
Event2026-03-31
Filed2026-04-24
WFC
WELLS FARGO & CO
-11.77%
Shares15.0K
Event2026-03-31
Filed2026-04-24
APH
AMPHENOL CORP
2.90%
Shares9.4K
Event2026-03-31
Filed2026-04-24
BSMQ
INVESCO EXCH TRD SLF IDX FD
0.05%
Shares50.2K
Event2026-03-31
Filed2026-04-24
PSX
PHILLIPS 66
-11.81%
Shares6.5K
Event2026-03-31
Filed2026-04-24
BP
BP PLC
4.50%
Shares25.1K
Event2026-03-31
Filed2026-04-24
DGS
WISDOMTREE TR
-0.20%
Shares19.6K
Event2026-03-31
Filed2026-04-24
EAGG
ISHARES TR
-1.98%
Shares24.5K
Event2026-03-31
Filed2026-04-24
PCEF
INVESCO EXCH TRADED FD TR II
0.81%
Shares61.8K
Event2026-03-31
Filed2026-04-24
SHLD
GLOBAL X FDS
156.80%
Shares16.3K
Event2026-03-31
Filed2026-04-24
EPD
ENTERPRISE PRODS PARTNERS L
-0.05%
Shares30.3K
Event2026-03-31
Filed2026-04-24
IHI
ISHARES TR
-4.02%
Shares21.4K
Event2026-03-31
Filed2026-04-24
INTC
INTEL CORP
-27.20%
Shares25.9K
Event2026-03-31
Filed2026-04-24
IWD
ISHARES TR
-3.15%
Shares5.3K
Event2026-03-31
Filed2026-04-24
VOT
VANGUARD INDEX FDS
24.78%
Shares4.4K
Event2026-03-31
Filed2026-04-24
EATON CORP PLC
EATON CORP PLC
41.01%
Shares3.1K
Event2026-03-31
Filed2026-04-24
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
0.01%
Shares15.3K
Event2026-03-31
Filed2026-04-24
SCHM
SCHWAB STRATEGIC TR
-1.27%
Shares35.8K
Event2026-03-31
Filed2026-04-24
PANW
PALO ALTO NETWORKS INC
159.63%
Shares6.8K
Event2026-03-31
Filed2026-04-24
FDN
FIRST TR EXCHANGE-TRADED FD
-4.33%
Shares4.7K
Event2026-03-31
Filed2026-04-24
CGCB
CAPITAL GRP FIXED INCM ETF T
19.65%
Shares41.3K
Event2026-03-31
Filed2026-04-24
AXP
AMERICAN EXPRESS CO
-5.83%
Shares3.6K
Event2026-03-31
Filed2026-04-24
DVN
DEVON ENERGY CORP NEW
-3.13%
Shares21.5K
Event2026-03-31
Filed2026-04-24
IWS
ISHARES TR
-0.85%
Shares7.4K
Event2026-03-31
Filed2026-04-24
VTWO
VANGUARD SCOTTSDALE FDS
4.12%
Shares10.7K
Event2026-03-31
Filed2026-04-24
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-1.42%
Shares22.7K
Event2026-03-31
Filed2026-04-24
TJX
TJX COS INC NEW
0.88%
Shares6.6K
Event2026-03-31
Filed2026-04-24
DVY
ISHARES TR
17.93%
Shares6.9K
Event2026-03-31
Filed2026-04-24
ET
ENERGY TRANSFER L P
0.79%
Shares54.1K
Event2026-03-31
Filed2026-04-24
BXSL
BLACKSTONE SECD LENDING FD
-17.18%
Shares43.8K
Event2026-03-31
Filed2026-04-24
XBI
SPDR SERIES TRUST
4.46%
Shares8.1K
Event2026-03-31
Filed2026-04-24
BIL
SPDR SERIES TRUST
-3.78%
Shares11.2K
Event2026-03-31
Filed2026-04-24
GILD
GILEAD SCIENCES INC
3.35%
Shares7.3K
Event2026-03-31
Filed2026-04-24
KHC
KRAFT HEINZ CO
39.16%
Shares45.0K
Event2026-03-31
Filed2026-04-24
FDL
FIRST TR EXCHANGE-TRADED FD
0.88%
Shares19.9K
Event2026-03-31
Filed2026-04-24
CELESTICA INC
CELESTICA INC
3.79%
Shares3.5K
Event2026-03-31
Filed2026-04-24
CVS
CVS HEALTH CORP
2.18%
Shares13.8K
Event2026-03-31
Filed2026-04-24
UITB
VICTORY PORTFOLIOS II
12.94%
Shares21.0K
Event2026-03-31
Filed2026-04-24
HDV
ISHARES TR
19.13%
Shares7.2K
Event2026-03-31
Filed2026-04-24
RECS
COLUMBIA ETF TR I
7.70%
Shares24.7K
Event2026-03-31
Filed2026-04-24
QCOM
QUALCOMM INC
-5.45%
Shares7.4K
Event2026-03-31
Filed2026-04-24
MDY
STATE STR SPDR S&P MIDCAP 40
11.82%
Shares1.6K
Event2026-03-31
Filed2026-04-24
WM
WASTE MGMT INC DEL
2.74%
Shares4.2K
Event2026-03-31
Filed2026-04-24
TCAF
T ROWE PRICE ETF INC
-1.68%
Shares26.5K
Event2026-03-31
Filed2026-04-24
PSC
PRINCIPAL EXCHANGE TRADED FD
1.36%
Shares16.4K
Event2026-03-31
Filed2026-04-24
MS
MORGAN STANLEY
8.26%
Shares5.6K
Event2026-03-31
Filed2026-04-24
TBIL
RBB FD INC
-4.89%
Shares18.4K
Event2026-03-31
Filed2026-04-24
CSWC
CAPITAL SOUTHWEST CORP
-0.60%
Shares40.6K
Event2026-03-31
Filed2026-04-24
MDIV
FIRST TR EXCHANGE TRADED FD
-2.58%
Shares55.2K
Event2026-03-31
Filed2026-04-24
ARISTA NETWORKS INC
ARISTA NETWORKS INC
45.87%
Shares7.3K
Event2026-03-31
Filed2026-04-24
XLV
SELECT SECTOR SPDR TR
-15.66%
Shares6.1K
Event2026-03-31
Filed2026-04-24
VLO
VALERO ENERGY CORP
-15.41%
Shares3.6K
Event2026-03-31
Filed2026-04-24
CBRE
CBRE GROUP INC
-4.05%
Shares6.6K
Event2026-03-31
Filed2026-04-24
GPIX
GOLDMAN SACHS ETF TR
24.96%
Shares17.6K
Event2026-03-31
Filed2026-04-24
PWV
INVESCO EXCHANGE TRADED FD T
0.00%
Shares12.4K
Event2026-03-31
Filed2026-04-24
VCR
VANGUARD WORLD FD
0.00%
Shares2.4K
Event2026-03-31
Filed2026-04-24
PAA
PLAINS ALL AMERN PIPELINE L
-0.78%
Shares38.0K
Event2026-03-31
Filed2026-04-24
VOX
VANGUARD WORLD FD
-24.65%
Shares4.7K
Event2026-03-31
Filed2026-04-24
NURE
NUSHARES ETF TR
1.34%
Shares31.1K
Event2026-03-31
Filed2026-04-24
JIRE
J P MORGAN EXCHANGE TRADED F
0.00%
Shares11.0K
Event2026-03-31
Filed2026-04-24
PTY
PIMCO CORPORATE & INCOME OPP
3.64%
Shares68.1K
Event2026-03-31
Filed2026-04-24
IGV
ISHARES TR
New
Shares10.1K
Event2026-03-31
Filed2026-04-24
DGRW
WISDOMTREE TR
-6.13%
Shares9.2K
Event2026-03-31
Filed2026-04-24
GLW
CORNING INC
-0.67%
Shares5.9K
Event2026-03-31
Filed2026-04-24
ATO
ATMOS ENERGY CORP
-1.61%
Shares4.3K
Event2026-03-31
Filed2026-04-24
TSLX
SIXTH STREET SPECIALTY LENDI
-8.02%
Shares43.3K
Event2026-03-31
Filed2026-04-24
DBMF
LITMAN GREGORY FDS TR
New
Shares26.0K
Event2026-03-31
Filed2026-04-24
LNC
LINCOLN NATL CORP IND
-2.17%
Shares22.0K
Event2026-03-31
Filed2026-04-24
CEG
CONSTELLATION ENERGY CORP
21.31%
Shares2.8K
Event2026-03-31
Filed2026-04-24
AUR
AURORA INNOVATION INC
0.75%
Shares187.2K
Event2026-03-31
Filed2026-04-24
SPHD
INVESCO EXCH TRADED FD TR II
-2.09%
Shares15.5K
Event2026-03-31
Filed2026-04-24
USAR
USA RARE EARTH INC
New
Shares50.6K
Event2026-03-31
Filed2026-04-24
ADI
ANALOG DEVICES INC
1.39%
Shares2.4K
Event2026-03-31
Filed2026-04-24
MUST
COLUMBIA ETF TR I
-13.77%
Shares37.2K
Event2026-03-31
Filed2026-04-24
NSC
NORFOLK SOUTHN CORP
0.04%
Shares2.7K
Event2026-03-31
Filed2026-04-24
AEP
AMERICAN ELEC PWR CO INC
-7.13%
Shares5.8K
Event2026-03-31
Filed2026-04-24
F
FORD MTR CO
-2.13%
Shares65.9K
Event2026-03-31
Filed2026-04-24
APD
AIR PRODUCTS AND CHEMICALS I
-2.97%
Shares2.6K
Event2026-03-31
Filed2026-04-24
DIOD
DIODES INC
New
Shares11.1K
Event2026-03-31
Filed2026-04-24
PNR
PENTAIR PLC
-0.63%
Shares8.6K
Event2026-03-31
Filed2026-04-24
CBSH
COMMERCE BANCSHARES INC
5.24%
Shares15.2K
Event2026-03-31
Filed2026-04-24
CGGO
CAPITAL GROUP GBL GROWTH EQT
3.07%
Shares22.4K
Event2026-03-31
Filed2026-04-24
SR
SPIRE INC
3.03%
Shares8.2K
Event2026-03-31
Filed2026-04-24
GDXJ
VANECK ETF TRUST
-5.41%
Shares6.2K
Event2026-03-31
Filed2026-04-24
JHMD
JOHN HANCOCK EXCHANGE TRADED
2.95%
Shares17.5K
Event2026-03-31
Filed2026-04-24
SO
SOUTHERN CO
12.69%
Shares7.7K
Event2026-03-31
Filed2026-04-24
EFSC
ENTERPRISE FINL SVCS CORP
0.07%
Shares13.6K
Event2026-03-31
Filed2026-04-24
SFLR
INNOVATOR ETFS TRUST
0.99%
Shares20.7K
Event2026-03-31
Filed2026-04-24
XLRE
SELECT SECTOR SPDR TR
-2.20%
Shares17.9K
Event2026-03-31
Filed2026-04-24
IWP
ISHARES TR
-0.12%
Shares5.6K
Event2026-03-31
Filed2026-04-24
EFAV
ISHARES TR
-0.62%
Shares7.9K
Event2026-03-31
Filed2026-04-24
IDV
ISHARES TR
70.09%
Shares16.9K
Event2026-03-31
Filed2026-04-24
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares1
Event2026-03-31
Filed2026-04-24
PFG
PRINCIPAL FINANCIAL GROUP IN
14.40%
Shares8.0K
Event2026-03-31
Filed2026-04-24
EMXC
ISHARES INC
10.78%
Shares9.0K
Event2026-03-31
Filed2026-04-24
XCEM
COLUMBIA ETF TR II
11.02%
Shares17.3K
Event2026-03-31
Filed2026-04-24
GME
GAMESTOP CORP
1.09%
Shares29.9K
Event2026-03-31
Filed2026-04-24
EFA
ISHARES TR
3.17%
Shares7.1K
Event2026-03-31
Filed2026-04-24
ARKK
ARK ETF TR
-1.39%
Shares10.0K
Event2026-03-31
Filed2026-04-24
VAW
VANGUARD WORLD FD
6.35%
Shares3.0K
Event2026-03-31
Filed2026-04-24
PYLD
PIMCO ETF TR
23.22%
Shares25.8K
Event2026-03-31
Filed2026-04-24
XSMO
INVESCO EXCHANGE TRADED FD T
7.59%
Shares8.8K
Event2026-03-31
Filed2026-04-24
URA
GLOBAL X FDS
New
Shares13.9K
Event2026-03-31
Filed2026-04-24
UBER
UBER TECHNOLOGIES INC
53.99%
Shares9.3K
Event2026-03-31
Filed2026-04-24
MPC
MARATHON PETE CORP
5.09%
Shares2.7K
Event2026-03-31
Filed2026-04-24
NOW
SERVICENOW INC
246.85%
Shares6.3K
Event2026-03-31
Filed2026-04-24
TXN
TEXAS INSTRS INC
1.79%
Shares3.4K
Event2026-03-31
Filed2026-04-24
FPX
FIRST TR EXCHANGE-TRADED FD
-0.79%
Shares4.2K
Event2026-03-31
Filed2026-04-24
CGMS
CAPITAL GRP FIXED INCM ETF T
38.01%
Shares24.2K
Event2026-03-31
Filed2026-04-24
IYJ
ISHARES TR
0.70%
Shares4.5K
Event2026-03-31
Filed2026-04-24
EXPE
EXPEDIA GROUP INC
10.39%
Shares2.8K
Event2026-03-31
Filed2026-04-24
FLEU
FRANKLIN TEMPLETON ETF TR
16.48%
Shares20.1K
Event2026-03-31
Filed2026-04-24
NIE
VIRTUS EQUITY & CONV INCM FD
5.29%
Shares27.8K
Event2026-03-31
Filed2026-04-24
PNC
PNC FINL SVCS GROUP INC
8.24%
Shares3.1K
Event2026-03-31
Filed2026-04-24
IBIT
ISHARES BITCOIN TRUST ETF
29.10%
Shares16.8K
Event2026-03-31
Filed2026-04-24
AMGN
AMGEN INC
-13.45%
Shares1.8K
Event2026-03-31
Filed2026-04-24
XLP
SELECT SECTOR SPDR TR
-4.79%
Shares7.7K
Event2026-03-31
Filed2026-04-24
MINO
PIMCO ETF TR
83.08%
Shares13.9K
Event2026-03-31
Filed2026-04-24
EVT
EATON VANCE TAX ADVT DIV INC
2.95%
Shares25.5K
Event2026-03-31
Filed2026-04-24
FANG
DIAMONDBACK ENERGY INC
1.80%
Shares3.2K
Event2026-03-31
Filed2026-04-24
ARM
ARM HOLDINGS PLC
-15.37%
Shares4.1K
Event2026-03-31
Filed2026-04-24
VONG
VANGUARD SCOTTSDALE FDS
0.00%
Shares5.6K
Event2026-03-31
Filed2026-04-24
RIO
RIO TINTO PLC
0.00%
Shares6.5K
Event2026-03-31
Filed2026-04-24
IJS
ISHARES TR
1.05%
Shares5.1K
Event2026-03-31
Filed2026-04-24
TMO
THERMO FISHER SCIENTIFIC INC
99.84%
Shares1.2K
Event2026-03-31
Filed2026-04-24
SYY
SYSCO CORP
0.01%
Shares8.4K
Event2026-03-31
Filed2026-04-24
HRL
HORMEL FOODS CORP
New
Shares26.4K
Event2026-03-31
Filed2026-04-24
TRFK
PACER FDS TR
3.94%
Shares9.6K
Event2026-03-31
Filed2026-04-24
EPS
WISDOMTREE TR
0.12%
Shares8.7K
Event2026-03-31
Filed2026-04-24
CGNG
CAPITAL GROUP NEW GEOGRAPHY
30.12%
Shares18.6K
Event2026-03-31
Filed2026-04-24
SPGP
INVESCO EXCHANGE TRADED FD T
15.30%
Shares5.4K
Event2026-03-31
Filed2026-04-24
IDMO
INVESCO EXCH TRADED FD TR II
9.29%
Shares10.7K
Event2026-03-31
Filed2026-04-24
OXY
OCCIDENTAL PETE CORP
1.87%
Shares8.9K
Event2026-03-31
Filed2026-04-24
COF
CAPITAL ONE FINL CORP
5.20%
Shares3.2K
Event2026-03-31
Filed2026-04-24
XMMO
INVESCO EXCHANGE TRADED FD T
26.06%
Shares4.0K
Event2026-03-31
Filed2026-04-24
NEM
NEWMONT CORP
72.51%
Shares5.3K
Event2026-03-31
Filed2026-04-24
SHW
SHERWIN WILLIAMS CO
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-24
DCI
DONALDSON INC
-0.59%
Shares6.7K
Event2026-03-31
Filed2026-04-24
UNH
UNITEDHEALTH GROUP INC
5.33%
Shares2.1K
Event2026-03-31
Filed2026-04-24
AGG
ISHARES TR
-30.18%
Shares5.6K
Event2026-03-31
Filed2026-04-24
IWB
ISHARES TR
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-24
BIDD
BLACKROCK ETF TRUST
-5.64%
Shares19.4K
Event2026-03-31
Filed2026-04-24
ARKQ
ARK ETF TR
53.88%
Shares4.9K
Event2026-03-31
Filed2026-04-24
EME
EMCOR GROUP INC
1.08%
Shares747
Event2026-03-31
Filed2026-04-24
NXTG
FIRST TR EXCHANGE-TRADED FD
-2.59%
Shares4.9K
Event2026-03-31
Filed2026-04-24
SCHW
SCHWAB CHARLES CORP
1.60%
Shares5.9K
Event2026-03-31
Filed2026-04-24
RLY
SSGA ACTIVE ETF TR
5.47%
Shares15.1K
Event2026-03-31
Filed2026-04-24
ADP
AUTOMATIC DATA PROCESSING IN
10.49%
Shares2.7K
Event2026-03-31
Filed2026-04-24
CTRA
COTERRA ENERGY INC
87.42%
Shares15.4K
Event2026-03-31
Filed2026-04-24
TRIN
TRINITY CAP INC
6.27%
Shares36.7K
Event2026-03-31
Filed2026-04-24
QTEC
FIRST TR EXCHANGE-TRADED FD
-11.05%
Shares2.5K
Event2026-03-31
Filed2026-04-24
CL
COLGATE PALMOLIVE CO
-0.21%
Shares6.3K
Event2026-03-31
Filed2026-04-24
GSK PLC
GSK PLC
-2.58%
Shares9.8K
Event2026-03-31
Filed2026-04-24
VTWG
VANGUARD SCOTTSDALE FDS
16.18%
Shares2.3K
Event2026-03-31
Filed2026-04-24
NOBL
PROSHARES TR
4.37%
Shares5.1K
Event2026-03-31
Filed2026-04-24
SPYI
NEOS ETF TRUST
2.51%
Shares10.9K
Event2026-03-31
Filed2026-04-24
FLQM
FRANKLIN TEMPLETON ETF TR
-6.11%
Shares9.8K
Event2026-03-31
Filed2026-04-24
SRE
SEMPRA
0.79%
Shares5.5K
Event2026-03-31
Filed2026-04-24
ARKW
ARK ETF TR
12.70%
Shares4.4K
Event2026-03-31
Filed2026-04-24
PRU
PRUDENTIAL FINL INC
17.91%
Shares5.4K
Event2026-03-31
Filed2026-04-24
KLAC
KLA CORP
0.00%
Shares354
Event2026-03-31
Filed2026-04-24
CWI
SPDR INDEX SHS FDS
-0.58%
Shares14.2K
Event2026-03-31
Filed2026-04-24
VSGX
VANGUARD WORLD FD
-9.08%
Shares7.2K
Event2026-03-31
Filed2026-04-24
LIBERTY GLOBAL LTD
LIBERTY GLOBAL LTD
New
Shares44.2K
Event2026-03-31
Filed2026-04-24
SJM
SMUCKER J M CO
6.99%
Shares5.4K
Event2026-03-31
Filed2026-04-24
NVS
NOVARTIS AG
0.33%
Shares3.4K
Event2026-03-31
Filed2026-04-24
FNY
FIRST TR EXCHANGE-TRADED ALP
0.00%
Shares5.7K
Event2026-03-31
Filed2026-04-24
CSX
CSX CORP
-1.40%
Shares12.5K
Event2026-03-31
Filed2026-04-24
TMDX
TRANSMEDICS GROUP INC
-0.37%
Shares5.1K
Event2026-03-31
Filed2026-04-24
JMEE
J P MORGAN EXCHANGE TRADED F
12.26%
Shares7.6K
Event2026-03-31
Filed2026-04-24
EQIX
EQUINIX INC
-1.37%
Shares504
Event2026-03-31
Filed2026-04-24
KKR & CO INC
KKR & CO INC
-21.76%
Shares5.3K
Event2026-03-31
Filed2026-04-24
OZK
BANK OZK LITTLE ROCK ARK
66.08%
Shares10.6K
Event2026-03-31
Filed2026-04-24
FCX
FREEPORT MCMORAN INC
-1.81%
Shares8.3K
Event2026-03-31
Filed2026-04-24
CHWY
CHEWY INC
-0.33%
Shares18.0K
Event2026-03-31
Filed2026-04-24
PDI
PIMCO DYNAMIC INCOME FD
5.26%
Shares28.4K
Event2026-03-31
Filed2026-04-24
FDUS
FIDUS INVT CORP
-7.63%
Shares27.8K
Event2026-03-31
Filed2026-04-24
MP
MP MATERIALS CORP
141.88%
Shares10.0K
Event2026-03-31
Filed2026-04-24
DLN
WISDOMTREE TR
0.00%
Shares5.4K
Event2026-03-31
Filed2026-04-24
AOS
SMITH A O CORP
2.62%
Shares7.3K
Event2026-03-31
Filed2026-04-24
EUSA
ISHARES INC
-2.86%
Shares4.7K
Event2026-03-31
Filed2026-04-24
ARCC
ARES CAPITAL CORP
-15.82%
Shares26.5K
Event2026-03-31
Filed2026-04-24
ONEY
SPDR SERIES TRUST
48.72%
Shares3.9K
Event2026-03-31
Filed2026-04-24
LECO
LINCOLN ELEC HLDGS INC
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-24
PAYX
PAYCHEX INC
16.94%
Shares5.1K
Event2026-03-31
Filed2026-04-24
UNG
UNITED STS NAT GAS FD LP
New
Shares39.5K
Event2026-03-31
Filed2026-04-24
THE CIGNA GROUP
THE CIGNA GROUP
15.05%
Shares1.7K
Event2026-03-31
Filed2026-04-24
MGK
VANGUARD WORLD FD
0.16%
Shares1.3K
Event2026-03-31
Filed2026-04-24
AOA
ISHARES TR
0.54%
Shares5.2K
Event2026-03-31
Filed2026-04-24
CAH
CARDINAL HEALTH INC
0.09%
Shares2.2K
Event2026-03-31
Filed2026-04-24
SOXX
ISHARES TR
8.07%
Shares1.4K
Event2026-03-31
Filed2026-04-24
XMVM
INVESCO EXCHANGE TRADED FD T
3.28%
Shares7.0K
Event2026-03-31
Filed2026-04-24
SKYY
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares4.1K
Event2026-03-31
Filed2026-04-24
FALN
ISHARES TR
66.75%
Shares16.9K
Event2026-03-31
Filed2026-04-24
NUE
NUCOR CORP
0.04%
Shares2.7K
Event2026-03-31
Filed2026-04-24
PULS
PGIM ETF TR
33.50%
Shares9.1K
Event2026-03-31
Filed2026-04-24
BLUEROCK PVT REAL ESTATE FD
BLUEROCK PVT REAL ESTATE FD
2.30%
Shares27.0K
Event2026-03-31
Filed2026-04-24
FITB
FIFTH THIRD BANCORP
4.53%
Shares9.6K
Event2026-03-31
Filed2026-04-24
CGMM
CAPITAL GROUP EQUITY ETF TR
30.48%
Shares15.1K
Event2026-03-31
Filed2026-04-24
ULTA
ULTA BEAUTY INC
3.80%
Shares847
Event2026-03-31
Filed2026-04-24
LEN
LENNAR CORP
New
Shares5.1K
Event2026-03-31
Filed2026-04-24
TMUS
T-MOBILE US INC
21.89%
Shares2.1K
Event2026-03-31
Filed2026-04-24
RCL
ROYAL CARIBBEAN GROUP
-11.34%
Shares1.6K
Event2026-03-31
Filed2026-04-24
MAR
MARRIOTT INTL INC NEW
0.60%
Shares1.3K
Event2026-03-31
Filed2026-04-24
RDVI
FIRST TR EXCHANGE-TRADED FD
6.35%
Shares17.2K
Event2026-03-31
Filed2026-04-24
D
DOMINION ENERGY INC
-3.98%
Shares7.0K
Event2026-03-31
Filed2026-04-24
ABM
ABM INDS INC
0.37%
Shares11.3K
Event2026-03-31
Filed2026-04-24
BEN
FRANKLIN RESOURCES INC
0.01%
Shares18.3K
Event2026-03-31
Filed2026-04-24
IRM
IRON MTN INC DEL
0.75%
Shares4.2K
Event2026-03-31
Filed2026-04-24
URI
UNITED RENTALS INC
-4.78%
Shares578
Event2026-03-31
Filed2026-04-24
AHR
AMERICAN HEALTHCARE REIT INC
19.53%
Shares8.9K
Event2026-03-31
Filed2026-04-24
KMB
KIMBERLY-CLARK CORP
-3.97%
Shares4.3K
Event2026-03-31
Filed2026-04-24
EFV
ISHARES TR
-33.24%
Shares5.6K
Event2026-03-31
Filed2026-04-24
FXR
FIRST TR EXCHANGE-TRADED FD
0.02%
Shares5.1K
Event2026-03-31
Filed2026-04-24
USMC
PRINCIPAL EXCHANGE TRADED FD
-3.10%
Shares6.5K
Event2026-03-31
Filed2026-04-24
QQEW
FIRST TR EXCHANGE-TRADED FD
1.52%
Shares3.3K
Event2026-03-31
Filed2026-04-24
MDLZ
MONDELEZ INTL INC
1.00%
Shares7.2K
Event2026-03-31
Filed2026-04-24
OKTA
OKTA INC
New
Shares5.2K
Event2026-03-31
Filed2026-04-24
INCE
FRANKLIN TEMPLETON ETF TR
0.17%
Shares6.3K
Event2026-03-31
Filed2026-04-24
SLYV
SPDR SERIES TRUST
-0.12%
Shares4.3K
Event2026-03-31
Filed2026-04-24
VDC
VANGUARD WORLD FD
0.50%
Shares1.8K
Event2026-03-31
Filed2026-04-24

Call Option Holdings
GAMESTOP CORP Call
GAMESTOP CORP
New
Shares20.0K
Event2026-03-31
Filed2026-04-24

Put Option Holdings
No put option holdings data available