Sponsored
The Analysis of Crescent Grove Advisors, LLC's Holdings & P&L
Currently, Crescent Grove Advisors, LLC holds 300 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in IEF (+239.4K shares, valued at $22.8M), BTAL (+473.8K shares, valued at $6.6M), FIS (+103.0K shares, valued at $4.8M); decreased their positions in ZWS (-989.9K shares, valued at $44.4M), SHV (-113.2K shares, valued at $12.5M), UYLD (-104.8K shares, valued at $5.4M); initiated new positions in BTAL (+473.8K shares, valued at $6.6M), ASCE (+148.1K shares, valued at $4.1M), CFR (+25.0K shares, valued at $3.4M).
1M P&L
-45.7M-4.50%
3M P&L
-49.7M-4.88%
HY P&L
-1.9M-0.19%
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/A616.0M
67.6%
2Pollution & Treatment Controls59.9M
6.6%
3Information Technology Services38.0M
4.2%
Top Industries by Stock Count
1N/A154 stocks
55.4%
2Gold9 stocks
3.2%
3Semiconductors6 stocks
2.2%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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Invesco S&P 500 Equal Weight ETF Invesco S&P 500 Equal Weight ETF13.3K shares183.32%2026-03-312026-05-06
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RiverNorth Enhanced Pre-Merger SPAC ETF RiverNorth Enhanced Pre-Merger SPAC ETF29.1K shares0.00%2026-03-312026-05-06
Sponsored
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SPDR Blmbg Brclys High Yield Bond ETF SPDR Blmbg Brclys High Yield Bond ETF5.3K shares0.00%2026-03-312026-05-06
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IVV
-2.75%iShares S&P 500 ETF
Shares97.8K
Event2026-03-31
Filed2026-05-06
ZWS
-42.58%Zurn Elkay Water Solutions
Shares1.3M
Event2026-03-31
Filed2026-05-06
Vanguard 500 Index Fund ETF
0.04%Vanguard 500 Index Fund ETF
Shares83.6K
Event2026-03-31
Filed2026-05-06
SPY
-8.51%SPDR S&P 500 ETF
Shares48.7K
Event2026-03-31
Filed2026-05-06
VTI
0.11%Vanguard Total Stock Market ETF
Shares87.7K
Event2026-03-31
Filed2026-05-06
IEMG
3.47%iShares Core MSCI Emerging Markets ETF
Shares367.0K
Event2026-03-31
Filed2026-05-06
IEF
1469.61%iShares 7-10 Year Treasury ETF
Shares255.7K
Event2026-03-31
Filed2026-05-06
Invesco Powershares QQQ ETF
0.84%Invesco Powershares QQQ ETF
Shares37.1K
Event2026-03-31
Filed2026-05-06
IJR
-1.09%iShares Core S&P Small-Cap ETF
Shares170.4K
Event2026-03-31
Filed2026-05-06
CDW
7.01%CDW Corporation
Shares172.0K
Event2026-03-31
Filed2026-05-06
IJH
-0.89%iShares Core S&P Mid-Cap ETF
Shares305.9K
Event2026-03-31
Filed2026-05-06
ICE
-16.48%Intercontinental
Shares127.4K
Event2026-03-31
Filed2026-05-06
IEFA
0.42%iShares Core MSCI EAFE ETF
Shares208.7K
Event2026-03-31
Filed2026-05-06
AAPL
1.03%Apple
Shares73.9K
Event2026-03-31
Filed2026-05-06
SGOV
-12.20%iShares 0-3 Month Treasury ETF
Shares180.1K
Event2026-03-31
Filed2026-05-06
NATL
3.36%NCR Atleos
Shares401.5K
Event2026-03-31
Filed2026-05-06
IWF
-0.29%iShares Russell 1000 Growth ETF
Shares41.0K
Event2026-03-31
Filed2026-05-06
FNF
0.11%Fidelity National Financial, Inc.
Shares369.6K
Event2026-03-31
Filed2026-05-06
IUSV
-0.47%iShares Core S&P US Value ETF
Shares162.4K
Event2026-03-31
Filed2026-05-06
UYLD
-30.06%Angel Oak Ultrashort Income ETF
Shares243.9K
Event2026-03-31
Filed2026-05-06
XLE
0.30%Energy Sector SPDR ETF
Shares201.9K
Event2026-03-31
Filed2026-05-06
VYM
-0.36%Vanguard High Dividend Yield ETF
Shares80.5K
Event2026-03-31
Filed2026-05-06
FIS
68.26%Fidelity National Info Srvcs, Inc.
Shares253.9K
Event2026-03-31
Filed2026-05-06
ITOT
-3.70%iShares Core S&P Total US Stock Market ETF
Shares80.8K
Event2026-03-31
Filed2026-05-06
CARY
3.73%Angel Oak Income ETF
Shares543.2K
Event2026-03-31
Filed2026-05-06
BIL
56.53%SPDR Bloomberg 1-3 Month T-Bill ETF
Shares116.1K
Event2026-03-31
Filed2026-05-06
XLF
3.56%Financial Sector SPDR ETF
Shares192.0K
Event2026-03-31
Filed2026-05-06
HEFA
7.53%iShares Currency Hedged EAFE ETF
Shares218.2K
Event2026-03-31
Filed2026-05-06
SHV
-57.58%iShares Short Treasury ETF
Shares83.4K
Event2026-03-31
Filed2026-05-06
iShares Gold TR
4.18%iShares Gold TR
Shares99.4K
Event2026-03-31
Filed2026-05-06
XBI
-4.15%SPDR S&P Biotech ETF
Shares64.2K
Event2026-03-31
Filed2026-05-06
IWP
0.00%iShares Russell Mid Cap Growth ETF
Shares61.3K
Event2026-03-31
Filed2026-05-06
VEA
1.38%Vanguard FTSE Developed Markets ETF
Shares105.7K
Event2026-03-31
Filed2026-05-06
GLD
-0.73%SPDR Gold Trust
Shares15.6K
Event2026-03-31
Filed2026-05-06
BTAL
NewAGF Anti-Beta ETF
Shares473.8K
Event2026-03-31
Filed2026-05-06
SPYD
4.77%SPDR Portfolio S&P (500 High Dividend Etf)
Shares144.9K
Event2026-03-31
Filed2026-05-06
XLG
0.00%Invesco S&P 500 Top 50 ETF
Shares117.6K
Event2026-03-31
Filed2026-05-06
IJS
0.00%iShares S&P Core Small Cap Value ETF
Shares53.5K
Event2026-03-31
Filed2026-05-06
IWD
-5.73%iShares Russell 1000 Value ETF
Shares27.9K
Event2026-03-31
Filed2026-05-06
CARR
0.00%Carrier Global
Shares104.6K
Event2026-03-31
Filed2026-05-06
NVDA
-6.34%Nvidia Corp
Shares33.1K
Event2026-03-31
Filed2026-05-06
EMXC
19.85%iShares MSCI EM ex China ETF
Shares72.1K
Event2026-03-31
Filed2026-05-06
XLI
5.92%Industrial Sector SPDR ETF
Shares34.9K
Event2026-03-31
Filed2026-05-06
IWM
-5.02%iShares Russell 2000 ETF
Shares22.4K
Event2026-03-31
Filed2026-05-06
IXUS
-1.02%iShares Core MSCI Total International Stock ETF
Shares62.2K
Event2026-03-31
Filed2026-05-06
IGSB
5.50%iShares 1-5yr Investment Grade Bond ETF
Shares99.4K
Event2026-03-31
Filed2026-05-06
DVYE
8.55%iShares EM Dividend ETF
Shares151.3K
Event2026-03-31
Filed2026-05-06
EFA
0.28%iShares MSCI EAFE
Shares53.1K
Event2026-03-31
Filed2026-05-06
IBB
-0.02%iShares Biotechnology ETF
Shares28.4K
Event2026-03-31
Filed2026-05-06
GNR
12.94%SPDR S&P Global (natural Resources Etf)
Shares62.5K
Event2026-03-31
Filed2026-05-06
MSFT
-2.37%Microsoft
Shares12.6K
Event2026-03-31
Filed2026-05-06
VYX
17.89%NCR Voyix
Shares727.0K
Event2026-03-31
Filed2026-05-06
VXUS
0.24%Vanguard Total International Stock Index Fund ETF
Shares59.6K
Event2026-03-31
Filed2026-05-06
FI
3.18%Fiserv Inc
Shares82.3K
Event2026-03-31
Filed2026-05-06
IDV
6.16%iShares Intl Select Div ETF
Shares98.9K
Event2026-03-31
Filed2026-05-06
ASB
14.01%Associated Banc Corp
Shares162.3K
Event2026-03-31
Filed2026-05-06
AMZN
1.44%Amazon.Com Inc
Shares20.1K
Event2026-03-31
Filed2026-05-06
ET
8.10%Energy Transfer Equity L P
Shares216.2K
Event2026-03-31
Filed2026-05-06
ASCE
NewAllspring Smid Core ETF
Shares148.1K
Event2026-03-31
Filed2026-05-06
Berkshire Hathaway
0.50%Berkshire Hathaway
Shares8.6K
Event2026-03-31
Filed2026-05-06
ARKW
2.26%ARK Next Generation Internet ETF
Shares33.9K
Event2026-03-31
Filed2026-05-06
PAAS
17.05%Pan American Silver
Shares74.6K
Event2026-03-31
Filed2026-05-06
IWO
-3.50%iShares Russell 2000 Growth ETF
Shares13.0K
Event2026-03-31
Filed2026-05-06
SHY
-6.47%iShares 1-3 Year Treasury ETF
Shares48.8K
Event2026-03-31
Filed2026-05-06
AEM
37.36%Agnico Eagle Mines
Shares18.5K
Event2026-03-31
Filed2026-05-06
JEPI
346.20%JPMorgan Equity Premium Income ETF
Shares66.0K
Event2026-03-31
Filed2026-05-06
NEM
39.21%Newmont MNG Corp
Shares34.5K
Event2026-03-31
Filed2026-05-06
CFR
NewCullen Frost Bankers
Shares25.0K
Event2026-03-31
Filed2026-05-06
TSLA
0.37%Tesla Motors Inc Com
Shares8.9K
Event2026-03-31
Filed2026-05-06
QUAL
-13.72%iShares MSCI USA Quality ETF
Shares16.0K
Event2026-03-31
Filed2026-05-06
DVY
-1.83%iShares Select Dividend ETF
Shares19.9K
Event2026-03-31
Filed2026-05-06
FNV
376.58%Franco Nevada Corp
Shares11.2K
Event2026-03-31
Filed2026-05-06
WPM
356.05%Wheaton Precious
Shares20.4K
Event2026-03-31
Filed2026-05-06
SIL
-38.43%Global X FDS Global (X Silver)
Shares29.5K
Event2026-03-31
Filed2026-05-06
Invesco S&P 500 Equal Weight ETF
183.32%Invesco S&P 500 Equal Weight ETF
Shares13.3K
Event2026-03-31
Filed2026-05-06
JEPQ
NewJPMorgan Nasdaq Equity Prem Income ETF
Shares44.4K
Event2026-03-31
Filed2026-05-06
GDX
-48.19%Vaneck Vectors Gold Miners ETF
Shares25.7K
Event2026-03-31
Filed2026-05-06
IWR
11.32%iShares Russell Mid Cap ETF
Shares24.2K
Event2026-03-31
Filed2026-05-06
EPD
-11.30%Enterprise Products
Shares61.8K
Event2026-03-31
Filed2026-05-06
SHW
0.00%Sherwin Williams Co
Shares7.2K
Event2026-03-31
Filed2026-05-06
RIO
316.73%Rio Tinto ADR Each
Shares23.9K
Event2026-03-31
Filed2026-05-06
CNNE
0.00%Cannae HLDGS Inc Com
Shares195.8K
Event2026-03-31
Filed2026-05-06
ARKK
-5.37%ARK Innovation ETF
Shares31.8K
Event2026-03-31
Filed2026-05-06
MPLX
4.00%MPLX LP
Shares37.2K
Event2026-03-31
Filed2026-05-06
SPMD
0.00%SPDR Portfolio S&P (400 Mid Cap Etf)
Shares34.7K
Event2026-03-31
Filed2026-05-06
DTH
3.77%Wisdomtree TR (intl High Divid FD)
Shares37.8K
Event2026-03-31
Filed2026-05-06
JPM
-8.32%JP Morgan Chase & Co.
Shares6.9K
Event2026-03-31
Filed2026-05-06
VWO
0.00%Vanguard FTSE Emerging Mkts ETF
Shares37.6K
Event2026-03-31
Filed2026-05-06
ARLP
-26.02%Alliance Resource
Shares71.7K
Event2026-03-31
Filed2026-05-06
MAN
9.04%Manpowergroup Inc
Shares65.7K
Event2026-03-31
Filed2026-05-06
VIG
0.01%Vanguard Dividend Appreciation Index ETF
Shares8.7K
Event2026-03-31
Filed2026-05-06
QQQM
-2.53%Invesco Nasdaq 100 ETF
Shares7.8K
Event2026-03-31
Filed2026-05-06
XOM
-5.73%Exxon Mobil
Shares10.9K
Event2026-03-31
Filed2026-05-06
PG
0.01%Procter & Gamble
Shares12.6K
Event2026-03-31
Filed2026-05-06
BANC
0.52%Banc Calif Inc
Shares102.3K
Event2026-03-31
Filed2026-05-06
GFI
NewGold Fields LTD New
Shares39.5K
Event2026-03-31
Filed2026-05-06
CIBR
-14.83%First Trust NASDAQ Cybersecurity ETF
Shares28.1K
Event2026-03-31
Filed2026-05-06
SUN
NewSunoco LP Com Unit
Shares26.9K
Event2026-03-31
Filed2026-05-06
SPSM
0.93%SPDR Portfolio S&P (600 Small Cap Etf)
Shares36.1K
Event2026-03-31
Filed2026-05-06
IRM
21.12%Iron MTN Inc New Com
Shares16.1K
Event2026-03-31
Filed2026-05-06
Alphabet Inc Cap STK
-14.88%Alphabet Inc Cap STK
Shares5.8K
Event2026-03-31
Filed2026-05-06
FG
1.46%F&G Annuities & Life
Shares65.2K
Event2026-03-31
Filed2026-05-06
AMD
44.00%Advanced Micro
Shares8.1K
Event2026-03-31
Filed2026-05-06
MGK
1.36%Vanguard Mega Cap (growth Index Fund)
Shares4.4K
Event2026-03-31
Filed2026-05-06
OUNZ
NewVaneck Merk Gold ETF
Shares35.8K
Event2026-03-31
Filed2026-05-06
Alphabet Inc Cap STK
28.66%Alphabet Inc Cap STK
Shares5.6K
Event2026-03-31
Filed2026-05-06
IJJ
0.00%iShares S&P Mid Cap 400 Value ETF
Shares11.8K
Event2026-03-31
Filed2026-05-06
XLP
0.00%Consumer Staples SPDR ETF
Shares18.6K
Event2026-03-31
Filed2026-05-06
SLV
-65.12%iShares Silver TR
Shares21.9K
Event2026-03-31
Filed2026-05-06
IGM
0.00%iShares Expanded Tech Sector ETF
Shares12.1K
Event2026-03-31
Filed2026-05-06
GSL
-74.25%Global Ship Lease
Shares38.5K
Event2026-03-31
Filed2026-05-06
SPHD
3.38%Invesco Exch Traded (FD TR II S&P500 HDL Vol)
Shares28.4K
Event2026-03-31
Filed2026-05-06
VUG
50.14%Vanguard Growth Index Fund ETF
Shares3.2K
Event2026-03-31
Filed2026-05-06
ARKQ
-7.23%ARK Autonomous Technology & Robotics ETF
Shares12.3K
Event2026-03-31
Filed2026-05-06
MU
-2.14%Micron Technology
Shares4.0K
Event2026-03-31
Filed2026-05-06
NTRS
0.00%Northern TR Corp
Shares9.6K
Event2026-03-31
Filed2026-05-06
ITA
2.09%iShares Aerospace/Defense ETF
Shares6.2K
Event2026-03-31
Filed2026-05-06
VTV
11.39%Vanguard Value Index Fund ETF
Shares6.9K
Event2026-03-31
Filed2026-05-06
Blackstone Group Inc
-1.18%Blackstone Group Inc
Shares11.3K
Event2026-03-31
Filed2026-05-06
IVE
-1.84%iShares S&P 500 Value ETF
Shares6.1K
Event2026-03-31
Filed2026-05-06
LNTH
-19.77%Lantheus
Shares16.9K
Event2026-03-31
Filed2026-05-06
IWV
0.00%iShares Russell 3000 ETF
Shares3.4K
Event2026-03-31
Filed2026-05-06
EUSA
35.00%iShares Inc MSCI (usa Equal Weighted ETF Index FD)
Shares12.2K
Event2026-03-31
Filed2026-05-06
IHAK
-17.36%iShares Cybersecurity and Tech ETF
Shares28.3K
Event2026-03-31
Filed2026-05-06
DFAI
0.80%DFA International Core ETF
Shares29.3K
Event2026-03-31
Filed2026-05-06
IWN
0.00%iShares Russell 2000 Value ETF
Shares5.8K
Event2026-03-31
Filed2026-05-06
COST
18.45%Costco Wholesale
Shares1.1K
Event2026-03-31
Filed2026-05-06
EEM
-24.58%iShares MSCI Emerging Markets ETF
Shares19.3K
Event2026-03-31
Filed2026-05-06
ABBV
0.00%Abbvie Inc Com
Shares4.9K
Event2026-03-31
Filed2026-05-06
IVW
0.00%iShares S&P 500 Growth ETF
Shares9.3K
Event2026-03-31
Filed2026-05-06
MGV
0.00%Vanguard Mega Cap (300 Value Index Fund)
Shares7.1K
Event2026-03-31
Filed2026-05-06
COPX
NewGlobal X Copper Miners ETF
Shares13.1K
Event2026-03-31
Filed2026-05-06
IAG
NewIAMGOLD Corp Com
Shares52.9K
Event2026-03-31
Filed2026-05-06
Merck & Co Inc New
0.05%Merck & Co Inc New
Shares8.2K
Event2026-03-31
Filed2026-05-06
IR
-9.98%Ingersoll Rand Inc
Shares12.0K
Event2026-03-31
Filed2026-05-06
FCX
160.02%Freeport-Mcmor.CPR.& GD.
Shares15.8K
Event2026-03-31
Filed2026-05-06
PAA
-62.18%Plains All American
Shares41.5K
Event2026-03-31
Filed2026-05-06
ARKG
-11.49%ARK Genomic Revolution ETF
Shares34.5K
Event2026-03-31
Filed2026-05-06
XT
-18.33%iShares Exponential Technologies ETF
Shares13.3K
Event2026-03-31
Filed2026-05-06
SPHQ
0.00%Invesco Exchange (traded FD TR S&P500 Quality)
Shares12.0K
Event2026-03-31
Filed2026-05-06
PM
2.75%Philip Morris Intl
Shares5.3K
Event2026-03-31
Filed2026-05-06
KGC
NewKinross Gold Corp
Shares28.4K
Event2026-03-31
Filed2026-05-06
IWS
0.00%iShares Russell Mid Cap Value ETF
Shares5.8K
Event2026-03-31
Filed2026-05-06
BUSE
0.00%First Busey Corp Com
Shares33.3K
Event2026-03-31
Filed2026-05-06
JNJ
0.29%Johnson & Johnson
Shares3.4K
Event2026-03-31
Filed2026-05-06
HACK
-4.13%Amplify ETF TR (cybersecurity Etf)
Shares10.8K
Event2026-03-31
Filed2026-05-06
IJK
0.00%iShares S&P Mid Cap 400 Growth ETF
Shares7.9K
Event2026-03-31
Filed2026-05-06
ISCG
0.00%iShares Morningstar Small-Cap Growth ETF
Shares14.3K
Event2026-03-31
Filed2026-05-06
ALKT
0.00%Alkami Technology
Shares50.0K
Event2026-03-31
Filed2026-05-06
GSLC
0.00%Goldman Sachs ETF TR (activebeta US LG)
Shares6.2K
Event2026-03-31
Filed2026-05-06
META
18.03%Facebook Inc Com
Shares1.3K
Event2026-03-31
Filed2026-05-06
RiverNorth Enhanced Pre-Merger SPAC ETF
0.00%RiverNorth Enhanced Pre-Merger SPAC ETF
Shares29.1K
Event2026-03-31
Filed2026-05-06
CVX
-6.81%Chevron
Shares3.6K
Event2026-03-31
Filed2026-05-06
SCHG
0.11%Schwab US Large Cap Growth ETF
Shares25.3K
Event2026-03-31
Filed2026-05-06
BRK.A
0.00%Berkshire Hathaway Class A
Shares1
Event2026-03-31
Filed2026-05-06
KSS
0.00%Kohls Corp Com
Shares55.0K
Event2026-03-31
Filed2026-05-06
Siriusxm Holdings
NewSiriusxm Holdings
Shares30.6K
Event2026-03-31
Filed2026-05-06
OBIL
40.27%RBB FD Inc US (treasry 12 MT)
Shares14.1K
Event2026-03-31
Filed2026-05-06
IBM
0.00%Intl Business Mach
Shares2.8K
Event2026-03-31
Filed2026-05-06
TECL
0.19%Direxion Daily Technology Bull 3x Shares
Shares7.9K
Event2026-03-31
Filed2026-05-06
VB
53.52%Vanguard Small Cap ETF
Shares2.4K
Event2026-03-31
Filed2026-05-06
HDEF
0.00%Xtrackers MSCI EAFE Hi Div Yield
Shares19.0K
Event2026-03-31
Filed2026-05-06
UPS
-7.34%United Parcel SVC
Shares6.2K
Event2026-03-31
Filed2026-05-06
Eaton Corp PLC Com
-23.15%Eaton Corp PLC Com
Shares1.7K
Event2026-03-31
Filed2026-05-06
GEV
-22.45%GE Vernova LLC
Shares684
Event2026-03-31
Filed2026-05-06
BCD
0.00%Abrdn Etfs BBRG All (commdy)
Shares16.4K
Event2026-03-31
Filed2026-05-06
GS
-30.18%Goldman Sachs Group
Shares680
Event2026-03-31
Filed2026-05-06
Anglogold Ashanti
NewAnglogold Ashanti
Shares5.9K
Event2026-03-31
Filed2026-05-06
AA
NewAlcoa Corp Com
Shares8.4K
Event2026-03-31
Filed2026-05-06
CMC
48.51%Commercial Metals Co
Shares8.9K
Event2026-03-31
Filed2026-05-06
EFV
38.96%iShares MSCI EAFE Value ETF
Shares7.3K
Event2026-03-31
Filed2026-05-06
IWB
4.97%iShares Russell 1000
Shares1.5K
Event2026-03-31
Filed2026-05-06
Coeur Mining Inc
-19.92%Coeur Mining Inc
Shares28.4K
Event2026-03-31
Filed2026-05-06
QUAD
0.00%Quad / Graphics Inc
Shares80.5K
Event2026-03-31
Filed2026-05-06
VGK
-1.53%Vanguard European Stock ETF
Shares6.4K
Event2026-03-31
Filed2026-05-06
BMO
0.00%Bank Of Montreal Com
Shares3.8K
Event2026-03-31
Filed2026-05-06
BKNG
0.00%Booking Holdings Inc
Shares123
Event2026-03-31
Filed2026-05-06
SCHW
0.55%Schwab Charles Corp
Shares5.5K
Event2026-03-31
Filed2026-05-06
SPDR Blmbg Brclys High Yield Bond ETF
0.00%SPDR Blmbg Brclys High Yield Bond ETF
Shares5.3K
Event2026-03-31
Filed2026-05-06
FDVV
24.60%Fidelity High (dividend Etf)
Shares9.2K
Event2026-03-31
Filed2026-05-06
RHI
NewRobert Half Intl Inc
Shares19.6K
Event2026-03-31
Filed2026-05-06
NOBL
0.00%ProShares S&P 500 (dividend Aristocrats Etf)
Shares4.6K
Event2026-03-31
Filed2026-05-06
ACWX
0.00%iShares MSCI ACWI ex USA ETF
Shares7.1K
Event2026-03-31
Filed2026-05-06
MDYV
0.00%SPDR Ser TR S&P 400 (MDCP Val)
Shares5.6K
Event2026-03-31
Filed2026-05-06
WEAV
0.00%Weave Communications
Shares103.1K
Event2026-03-31
Filed2026-05-06
VXF
0.00%Vanguard Extended (markets Index Fund)
Shares2.3K
Event2026-03-31
Filed2026-05-06
KO
-1.11%Coca Cola Co
Shares6.2K
Event2026-03-31
Filed2026-05-06
XLK
81.31%Technology Sector SPDR ETF
Shares3.4K
Event2026-03-31
Filed2026-05-06
XAR
34.43%SPDR S&P Aerospace & Defense ETF
Shares1.8K
Event2026-03-31
Filed2026-05-06
WMT
0.03%Wal Mart Stores
Shares3.5K
Event2026-03-31
Filed2026-05-06
KRE
0.00%SPDR S&P Regional Banking ETF
Shares6.7K
Event2026-03-31
Filed2026-05-06
MFC
0.78%Manulife Financial
Shares12.5K
Event2026-03-31
Filed2026-05-06
REMX
0.64%Vaneck ETF Trust (rare Earth/STRTG)
Shares4.9K
Event2026-03-31
Filed2026-05-06
IYW
0.00%iShares (us Technology Etf)
Shares2.3K
Event2026-03-31
Filed2026-05-06
BA
-39.84%Boeing Co
Shares2.0K
Event2026-03-31
Filed2026-05-06
ABT
-15.37%Abbott Laboratories
Shares3.9K
Event2026-03-31
Filed2026-05-06
HD
-33.07%Home Depot Inc Com
Shares1.2K
Event2026-03-31
Filed2026-05-06
TSM
-24.04%Taiwan Semiconductor
Shares1.1K
Event2026-03-31
Filed2026-05-06
IJT
0.00%iShares S&P Small Cap 600 Growth ETF
Shares2.7K
Event2026-03-31
Filed2026-05-06
V
-2.39%Visa Inc Com CL A
Shares1.3K
Event2026-03-31
Filed2026-05-06
SCHD
-0.75%Schwab US Dividend Equity ETF
Shares12.4K
Event2026-03-31
Filed2026-05-06
TGT
-6.04%Target Corp Com
Shares3.1K
Event2026-03-31
Filed2026-05-06
VV
0.00%Vanguard Large Cap ETF
Shares1.3K
Event2026-03-31
Filed2026-05-06
CVS
0.00%CVS Health Corp
Shares5.2K
Event2026-03-31
Filed2026-05-06
VZ
0.03%Verizon
Shares7.4K
Event2026-03-31
Filed2026-05-06
UNH
6.96%Unitedhealth Group
Shares1.4K
Event2026-03-31
Filed2026-05-06
EDIV
0.00%SPDR S&P Emerging Markets Dividend ETF
Shares9.1K
Event2026-03-31
Filed2026-05-06
VRT
-49.19%Vertiv Holdings Co
Shares1.4K
Event2026-03-31
Filed2026-05-06
AAXJ
0.00%iShares MSCI Asia ex Japan ETF
Shares3.7K
Event2026-03-31
Filed2026-05-06
CSTM
NewConstellium Se
Shares14.5K
Event2026-03-31
Filed2026-05-06
BlackRock Inc Com
-22.11%BlackRock Inc Com
Shares370
Event2026-03-31
Filed2026-05-06
MMM
0.00%3M Company
Shares2.4K
Event2026-03-31
Filed2026-05-06
APLU
NewAllspring Core Plus Bond ETF
Shares14.4K
Event2026-03-31
Filed2026-05-06
TDG
0.00%Transdigm Group Inc
Shares306
Event2026-03-31
Filed2026-05-06
ISVL
0.00%iShares TR Intl Dev (SML CP)
Shares7.4K
Event2026-03-31
Filed2026-05-06
SCZ
0.00%iShares TR EAFE SML
Shares4.5K
Event2026-03-31
Filed2026-05-06
TJX
0.56%TJX Cos Inc New Com
Shares2.2K
Event2026-03-31
Filed2026-05-06
ACGL
0.00%Arch Capital Group
Shares3.6K
Event2026-03-31
Filed2026-05-06
MAS
0.00%Masco Corp
Shares5.7K
Event2026-03-31
Filed2026-05-06
XLB
7.98%Materials Sector SPDR ETF
Shares6.8K
Event2026-03-31
Filed2026-05-06
VBK
0.00%Vanguard Small Cap Growth Index Fund ETF
Shares1.1K
Event2026-03-31
Filed2026-05-06
CTAS
0.00%Cintas Corp
Shares2.0K
Event2026-03-31
Filed2026-05-06
ILTB
0.00%iShares Core (10 Year Usd Bond Etf)
Shares6.8K
Event2026-03-31
Filed2026-05-06
IUSG
-13.54%iShares Core (S&P US Growth ETF)
Shares2.1K
Event2026-03-31
Filed2026-05-06
NXPI
0.00%NXP Semiconductors N
Shares1.7K
Event2026-03-31
Filed2026-05-06
Draftkings Inc New
0.00%Draftkings Inc New
Shares15.0K
Event2026-03-31
Filed2026-05-06
BMY
10.35%Bristol Myers Squibb
Shares5.3K
Event2026-03-31
Filed2026-05-06
GENI
NewGenius Sports LTD
Shares72.6K
Event2026-03-31
Filed2026-05-06
AUGO
NewAura Minerals Inc Cad
Shares3.9K
Event2026-03-31
Filed2026-05-06
Unilever PLC
0.02%Unilever PLC
Shares5.5K
Event2026-03-31
Filed2026-05-06
BP
0.00%BP PLC Spons ADR
Shares6.6K
Event2026-03-31
Filed2026-05-06
Paysafe LTD Com
0.00%Paysafe LTD Com
Shares45.1K
Event2026-03-31
Filed2026-05-06
CSCO
7.18%Cisco SYS Inc Com
Shares3.9K
Event2026-03-31
Filed2026-05-06
SCHB
0.00%Schwab US Broad Market ETF
Shares12.0K
Event2026-03-31
Filed2026-05-06
PRNT
-8.41%ARK 3D Printing ETF
Shares14.6K
Event2026-03-31
Filed2026-05-06
IGRO
0.00%iShares TR Intl DIV (GRWTH)
Shares3.5K
Event2026-03-31
Filed2026-05-06
PFF
0.00%iShares Preferreds ETF
Shares9.6K
Event2026-03-31
Filed2026-05-06
INTC
-19.21%Intel Corp
Shares6.6K
Event2026-03-31
Filed2026-05-06
T
0.01%AT&T
Shares9.8K
Event2026-03-31
Filed2026-05-06
SCHA
0.00%Schwab US Small Cap ETF
Shares9.7K
Event2026-03-31
Filed2026-05-06
IHF
0.00%iShares TR US HLTHCR (PR Etf)
Shares6.6K
Event2026-03-31
Filed2026-05-06
IWC
-17.89%iShares Micro-Cap ETF
Shares1.7K
Event2026-03-31
Filed2026-05-06
GRPM
0.00%Invesco Exchange (traded FD TR S&P Midcap 400)
Shares2.3K
Event2026-03-31
Filed2026-05-06
RSI
NewRush Street
Shares12.5K
Event2026-03-31
Filed2026-05-06
UBER
32.26%Uber Technologies Inc
Shares3.8K
Event2026-03-31
Filed2026-05-06
CAT
NewCaterpillar Inc
Shares379
Event2026-03-31
Filed2026-05-06
IP
0.00%Intl Paper Co
Shares7.5K
Event2026-03-31
Filed2026-05-06
MELI
21.26%Mercadolibre Inc
Shares154
Event2026-03-31
Filed2026-05-06
KBE
0.00%SPDR S&P Bank ETF
Shares4.5K
Event2026-03-31
Filed2026-05-06
XLRE
0.00%SPDR Real Estate ETF
Shares6.4K
Event2026-03-31
Filed2026-05-06
CMCSA
0.01%Comcast Corp New
Shares9.1K
Event2026-03-31
Filed2026-05-06
DFAT
NewDimensional ETF (trust US Targeted Vlu)
Shares4.1K
Event2026-03-31
Filed2026-05-06
IBIT
NewiShares Bitcoin (trust Etf)
Shares6.7K
Event2026-03-31
Filed2026-05-06
PLTR
NewPalantir
Shares1.8K
Event2026-03-31
Filed2026-05-06
RSPG
NewInvesco Exchange (traded FD TR S&P500 Eql Enr)
Shares2.3K
Event2026-03-31
Filed2026-05-06
USO
NewUnited STS Oil FD LP
Shares2.0K
Event2026-03-31
Filed2026-05-06
BAC-PL
0.00%Bank Amer Corp Non
Shares212
Event2026-03-31
Filed2026-05-06
VIGI
0.00%Vanguard Whitehall (FDS Intl DVD Etf)
Shares2.9K
Event2026-03-31
Filed2026-05-06
MCD
0.13%McDonalds Corp
Shares788
Event2026-03-31
Filed2026-05-06
XLU
-7.39%Utilities Sector SPDR ETF
Shares5.2K
Event2026-03-31
Filed2026-05-06
FNDE
0.00%Schwab Fundamental Emerging Markets
Shares6.2K
Event2026-03-31
Filed2026-05-06
TLN
-52.24%Talen Energy Corp
Shares747
Event2026-03-31
Filed2026-05-06
DG
NewDollar Gen Corp New
Shares2.0K
Event2026-03-31
Filed2026-05-06
SHEL
-27.63%Royal Dutch Shell PLC ADR
Shares2.5K
Event2026-03-31
Filed2026-05-06
VOE
0.24%Vanguard Mid-Cap Value Idx.FD.
Shares1.3K
Event2026-03-31
Filed2026-05-06
OEF
0.00%iShares Trust S&P 100
Shares734
Event2026-03-31
Filed2026-05-06
XTNT
0.00%Xtant Medical Holdings
Shares412.0K
Event2026-03-31
Filed2026-05-06
COF
39.89%Capital One
Shares1.3K
Event2026-03-31
Filed2026-05-06
AMGN
-18.82%Amgen Inc
Shares647
Event2026-03-31
Filed2026-05-06
DFUV
NewDimensional ETF (trust US Mktwide Value)
Shares4.7K
Event2026-03-31
Filed2026-05-06
Brookfield Asset
6.25%Brookfield Asset
Shares5.1K
Event2026-03-31
Filed2026-05-06
SPYM
0.00%SPDR Portfolio S&P (500 Etf)
Shares2.9K
Event2026-03-31
Filed2026-05-06
VIS
0.00%Vanguard Sector
Shares717
Event2026-03-31
Filed2026-05-06
XME
0.00%Materials Sector SPDR ETF
Shares2.1K
Event2026-03-31
Filed2026-05-06
NFLX
0.92%Netflix Com Inc Com
Shares2.3K
Event2026-03-31
Filed2026-05-06
GNRC
NewGenerac Holdings Inc.
Shares1.1K
Event2026-03-31
Filed2026-05-06
FNDF
0.00%Schwab Fundamental Intnl Large
Shares4.5K
Event2026-03-31
Filed2026-05-06
CCLD
0.00%Carecloud Inc Com
Shares60.0K
Event2026-03-31
Filed2026-05-06
SDY
-2.41%SPDR S&P Dividend ETF
Shares1.5K
Event2026-03-31
Filed2026-05-06
CASY
NewCaseys Gen Stores
Shares300
Event2026-03-31
Filed2026-05-06
APAM
0.00%Artisan Partners Asset Mgmt
Shares6.0K
Event2026-03-31
Filed2026-05-06
XLV
-70.77%Health Care Select SPDR ETF
Shares1.5K
Event2026-03-31
Filed2026-05-06
HON
NewHoneywell Intl.
Shares958
Event2026-03-31
Filed2026-05-06
CEG
-56.26%Constellation Energy
Shares765
Event2026-03-31
Filed2026-05-06
Accenture
0.00%Accenture
Shares1.1K
Event2026-03-31
Filed2026-05-06
DFIN
0.00%Donnelley Finl Solutions
Shares4.5K
Event2026-03-31
Filed2026-05-06
DFAE
NewDFA Emerging Markets Core ETF
Shares6.2K
Event2026-03-31
Filed2026-05-06
ADSK
0.00%Autodesk Inc Com
Shares870
Event2026-03-31
Filed2026-05-06
ROP
0.00%Roper Technologies
Shares579
Event2026-03-31
Filed2026-05-06
ROK
-53.06%Rockwell Automation
Shares568
Event2026-03-31
Filed2026-05-06
VEU
NewVanguard FTSE All-World Ex-US ETF
Shares2.7K
Event2026-03-31
Filed2026-05-06
AGG
-1.88%iShares Core U.S. Aggregate Bond ETF
Shares2.0K
Event2026-03-31
Filed2026-05-06
VBR
NewVanguard Small Cap Value ETF
Shares926
Event2026-03-31
Filed2026-05-06
BNS
0.00%Bank Of Nova Scotia
Shares2.9K
Event2026-03-31
Filed2026-05-06
MDY
NewSPDR S&P Mid Cap 400 ETF
Shares325
Event2026-03-31
Filed2026-05-06
Broadcom Inc
-29.06%Broadcom Inc
Shares647
Event2026-03-31
Filed2026-05-06
BTZ
0.00%BlackRock Credit Allocation
Shares13.5K
Event2026-03-31
Filed2026-05-06
DXR
NewDaxor Corp
Shares10.7K
Event2026-03-31
Filed2026-05-06
KELYA
NewKelly Services Inc
Shares10.0K
Event2026-03-31
Filed2026-05-06
IMUX
0.00%Immunic Inc.
Shares10.0K
Event2026-03-31
Filed2026-05-06
Call Option Holdings
SPY Call
NewSPDR S&P 500 ETF
Shares18.0K
Event2026-03-31
Filed2026-05-06
Put Option Holdings
SPY Put
NewSPDR S&P 500 ETF
Shares28.0K
Event2026-03-31
Filed2026-05-06