The Analysis of Cresset Asset Management, LLC's Holdings & P&L


Currently, Cresset Asset Management, LLC holds 1582 types of securities in its portfolio with a total value $23.1B. In the most recent quarter, they have increased their positions in N/A (+679.8K shares, valued at $406.2M), N/A (+1.6M shares, valued at $73.5M), OTF (+3.9M shares, valued at $49.3M); decreased their positions in ERIE (-1.7M shares, valued at $434.4M), VO (-199.6K shares, valued at $57.3M), SPY (-51.2K shares, valued at $33.4M); initiated new positions in N/A (+1.6M shares, valued at $73.5M), FLJP (+750.2K shares, valued at $27.1M), ARX (+1.8M shares, valued at $24.6M).


1M P&L
-133.0M-0.68%
3M P&L
-949.7M-4.66%
HY P&L
-159.4M-0.81%

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/A11.2B
60.8%
2Internet Content & Information797.1M
4.3%
3Software - Infrastructure706.1M
3.8%

Top Industries by Stock Count

1N/A509 stocks
34.6%
2Software - Application56 stocks
3.8%
3Software - Infrastructure44 stocks
3.0%
Stock Holdings
ARISTA NETWORKS INC
ARISTA NETWORKS INC
-0.01%
Shares20.7M
Event2026-03-31
Filed2026-05-15
SPY
STATE STR SPDR S&P 500 ETF T
-1.42%
Shares3.6M
Event2026-03-31
Filed2026-05-15
IVV
ISHARES TR
2.35%
Shares2.4M
Event2026-03-31
Filed2026-05-15
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
4.42%
Shares4.5M
Event2026-03-31
Filed2026-05-15
VANGUARD INDEX FDS
VANGUARD INDEX FDS
132.10%
Shares1.2M
Event2026-03-31
Filed2026-05-15
IEFA
ISHARES TR
2.95%
Shares5.6M
Event2026-03-31
Filed2026-05-15
AAPL
APPLE INC
-0.71%
Shares1.8M
Event2026-03-31
Filed2026-05-15
IJR
ISHARES TR
1.98%
Shares3.3M
Event2026-03-31
Filed2026-05-15
ALPHABET INC
ALPHABET INC
4.72%
Shares1.2M
Event2026-03-31
Filed2026-05-15
VEU
VANGUARD INTL EQUITY INDEX F
1.07%
Shares4.6M
Event2026-03-31
Filed2026-05-15
META
META PLATFORMS INC
-8.67%
Shares549.8K
Event2026-03-31
Filed2026-05-15
VTI
VANGUARD INDEX FDS
5.01%
Shares860.8K
Event2026-03-31
Filed2026-05-15
OEF
ISHARES TR
-3.76%
Shares791.9K
Event2026-03-31
Filed2026-05-15
MSFT
MICROSOFT CORP
5.74%
Shares579.6K
Event2026-03-31
Filed2026-05-15
RDDT
REDDIT INC
-10.20%
Shares1.5M
Event2026-03-31
Filed2026-05-15
ALPHABET INC
ALPHABET INC
-2.35%
Shares691.8K
Event2026-03-31
Filed2026-05-15
IWF
ISHARES TR
-5.02%
Shares458.0K
Event2026-03-31
Filed2026-05-15
PLTR
PALANTIR TECHNOLOGIES INC
2.85%
Shares1.3M
Event2026-03-31
Filed2026-05-15
NVDA
NVIDIA CORPORATION
-1.95%
Shares1.1M
Event2026-03-31
Filed2026-05-15
CHRW
C H ROBINSON WORLDWIDE IN
-0.06%
Shares1.1M
Event2026-03-31
Filed2026-05-15
NOBL
PROSHARES TR
1.86%
Shares1.7M
Event2026-03-31
Filed2026-05-15
SCHF
SCHWAB STRATEGIC TR
13.30%
Shares7.0M
Event2026-03-31
Filed2026-05-15
VIG
VANGUARD SPECIALIZED FUNDS
-1.70%
Shares765.8K
Event2026-03-31
Filed2026-05-15
VV
VANGUARD INDEX FDS
2.07%
Shares529.2K
Event2026-03-31
Filed2026-05-15
ISHARES GOLD TR
ISHARES GOLD TR
2.67%
Shares1.8M
Event2026-03-31
Filed2026-05-15
IJH
ISHARES TR
2.48%
Shares2.2M
Event2026-03-31
Filed2026-05-15
AMZN
AMAZON COM INC
7.27%
Shares668.9K
Event2026-03-31
Filed2026-05-15
GLD
SPDR GOLD TR
-0.60%
Shares312.5K
Event2026-03-31
Filed2026-05-15
VEA
VANGUARD TAX-MANAGED FDS
14.86%
Shares2.1M
Event2026-03-31
Filed2026-05-15
EMLP
FIRST TR EXCHANGE-TRADED FD
3.49%
Shares2.8M
Event2026-03-31
Filed2026-05-15
EAGL
2023 ETF SERIES TRUST
-0.22%
Shares3.8M
Event2026-03-31
Filed2026-05-15
SCHY
SCHWAB STRATEGIC TR
-0.74%
Shares3.5M
Event2026-03-31
Filed2026-05-15
VT
VANGUARD INTL EQUITY INDEX F
-3.90%
Shares791.1K
Event2026-03-31
Filed2026-05-15
IWM
ISHARES TR
-1.81%
Shares427.1K
Event2026-03-31
Filed2026-05-15
OTF
BLUE OWL TECHNOLOGY FIN CORP
89.35%
Shares8.2M
Event2026-03-31
Filed2026-05-15
JPM
JPMORGAN CHASE & CO
-0.88%
Shares351.2K
Event2026-03-31
Filed2026-05-15
INVESCO QQQ TR
INVESCO QQQ TR
3.57%
Shares172.9K
Event2026-03-31
Filed2026-05-15
VO
VANGUARD INDEX FDS
-37.72%
Shares329.6K
Event2026-03-31
Filed2026-05-15
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
3.56%
Shares188.5K
Event2026-03-31
Filed2026-05-15
IQLT
ISHARES TR
9.98%
Shares1.9M
Event2026-03-31
Filed2026-05-15
VUG
VANGUARD INDEX FDS
4.68%
Shares197.8K
Event2026-03-31
Filed2026-05-15
SCHD
SCHWAB STRATEGIC TR
7.15%
Shares2.8M
Event2026-03-31
Filed2026-05-15
VWO
VANGUARD INTL EQUITY INDEX F
9.16%
Shares1.6M
Event2026-03-31
Filed2026-05-15
OBDC
BLUE OWL CAPITAL CORPORATION
10.62%
Shares7.3M
Event2026-03-31
Filed2026-05-15
JNJ
JOHNSON & JOHNSON
-6.94%
Shares337.2K
Event2026-03-31
Filed2026-05-15
IEMG
ISHARES INC
7.79%
Shares1.2M
Event2026-03-31
Filed2026-05-15
SGOV
ISHARES TR
-16.21%
Shares786.4K
Event2026-03-31
Filed2026-05-15
VONG
VANGUARD SCOTTSDALE FDS
66.16%
Shares720.6K
Event2026-03-31
Filed2026-05-15
ORCL
ORACLE CORP
-0.60%
Shares531.8K
Event2026-03-31
Filed2026-05-15
WMT
WALMART INC
-10.27%
Shares618.8K
Event2026-03-31
Filed2026-05-15
AMERICAN CENTY ETF TR
AMERICAN CENTY ETF TR
New
Shares1.6M
Event2026-03-31
Filed2026-05-15
AVUS
AMERICAN CENTY ETF TR
0.75%
Shares651.9K
Event2026-03-31
Filed2026-05-15
SCHX
SCHWAB STRATEGIC TR
-0.82%
Shares2.8M
Event2026-03-31
Filed2026-05-15
TSLA
TESLA INC
-1.12%
Shares191.2K
Event2026-03-31
Filed2026-05-15
EFA
ISHARES TR
4.08%
Shares716.4K
Event2026-03-31
Filed2026-05-15
AVEM
AMERICAN CENTY ETF TR
-1.52%
Shares862.9K
Event2026-03-31
Filed2026-05-15
IWD
ISHARES TR
8.90%
Shares324.5K
Event2026-03-31
Filed2026-05-15
AVUV
AMERICAN CENTY ETF TR
-2.53%
Shares623.8K
Event2026-03-31
Filed2026-05-15
VBR
VANGUARD INDEX FDS
2.94%
Shares317.1K
Event2026-03-31
Filed2026-05-15
CAT
CATERPILLAR INC
0.76%
Shares95.8K
Event2026-03-31
Filed2026-05-15
AVUQ
AMERICAN CENTY ETF TR
0.00%
Shares1.2M
Event2026-03-31
Filed2026-05-15
ITOT
ISHARES TR
1.71%
Shares458.4K
Event2026-03-31
Filed2026-05-15
QUAL
ISHARES TR
-9.61%
Shares339.8K
Event2026-03-31
Filed2026-05-15
VTV
VANGUARD INDEX FDS
28.04%
Shares327.3K
Event2026-03-31
Filed2026-05-15
GLDM
WORLD GOLD TR
5.96%
Shares655.1K
Event2026-03-31
Filed2026-05-15
V
VISA INC
1.50%
Shares197.4K
Event2026-03-31
Filed2026-05-15
BAC
BANK AMERICA CORP
-4.78%
Shares1.2M
Event2026-03-31
Filed2026-05-15
CVX
CHEVRON CORPORATION
56.00%
Shares279.9K
Event2026-03-31
Filed2026-05-15
OWL
BLUE OWL CAPITAL INC
363.33%
Shares6.3M
Event2026-03-31
Filed2026-05-15
AVDE
AMERICAN CENTY ETF TR
3.28%
Shares677.1K
Event2026-03-31
Filed2026-05-15
XOM
EXXON MOBIL CORP
-4.73%
Shares335.4K
Event2026-03-31
Filed2026-05-15
EQIX
EQUINIX INC
-2.61%
Shares57.5K
Event2026-03-31
Filed2026-05-15
QQQM
INVESCO EXCH TRADED FD TR II
0.88%
Shares227.5K
Event2026-03-31
Filed2026-05-15
IBIT
ISHARES BITCOIN TRUST ETF
37.33%
Shares1.3M
Event2026-03-31
Filed2026-05-15
SMMD
ISHARES TR
2.33%
Shares660.0K
Event2026-03-31
Filed2026-05-15
BROADCOM INC
BROADCOM INC
5.70%
Shares158.2K
Event2026-03-31
Filed2026-05-15
GOVT
ISHARES TR
11.99%
Shares2.1M
Event2026-03-31
Filed2026-05-15
LLY
ELI LILLY & CO
-14.26%
Shares52.0K
Event2026-03-31
Filed2026-05-15
UNH
UNITEDHEALTH GROUP INC
1.45%
Shares176.6K
Event2026-03-31
Filed2026-05-15
IWV
ISHARES TR
8.33%
Shares127.4K
Event2026-03-31
Filed2026-05-15
MA
MASTERCARD INCORPORATED
-0.67%
Shares93.7K
Event2026-03-31
Filed2026-05-15
ADI
ANALOG DEVICES INC
-14.51%
Shares146.6K
Event2026-03-31
Filed2026-05-15
TXN
TEXAS INSTRS INC
13.78%
Shares233.5K
Event2026-03-31
Filed2026-05-15
PEP
PEPSICO INC
-2.06%
Shares290.3K
Event2026-03-31
Filed2026-05-15
CSCO
CISCO SYS INC
-0.15%
Shares578.4K
Event2026-03-31
Filed2026-05-15
ACWI
ISHARES TR
105.04%
Shares321.2K
Event2026-03-31
Filed2026-05-15
SCHW
SCHWAB CHARLES CORP
1.76%
Shares442.8K
Event2026-03-31
Filed2026-05-15
IWO
ISHARES TR
-4.87%
Shares132.5K
Event2026-03-31
Filed2026-05-15
BIL
SPDR SERIES TRUST
56.01%
Shares445.4K
Event2026-03-31
Filed2026-05-15
ABBV
ABBVIE INC
-1.00%
Shares181.6K
Event2026-03-31
Filed2026-05-15
AGG
ISHARES TR
16.52%
Shares391.9K
Event2026-03-31
Filed2026-05-15
TECH
BIO-TECHNE CORP
6.57%
Shares739.2K
Event2026-03-31
Filed2026-05-15
USFR
WISDOMTREE TR
427.90%
Shares743.4K
Event2026-03-31
Filed2026-05-15
XLE
SELECT SECTOR SPDR TR
6.95%
Shares610.5K
Event2026-03-31
Filed2026-05-15
UBER
UBER TECHNOLOGIES INC
-9.97%
Shares495.2K
Event2026-03-31
Filed2026-05-15
MCD
MCDONALDS CORP
1.77%
Shares110.6K
Event2026-03-31
Filed2026-05-15
AVDV
AMERICAN CENTY ETF TR
-12.49%
Shares340.7K
Event2026-03-31
Filed2026-05-15
COST
COSTCO WHOLESALE CORPORATION
1.14%
Shares33.9K
Event2026-03-31
Filed2026-05-15
IBM
INTERNATIONAL BUSINESS MACHS
9.53%
Shares137.1K
Event2026-03-31
Filed2026-05-15
RTX
RTX CORPORATION
-4.65%
Shares170.4K
Event2026-03-31
Filed2026-05-15
MERCK & CO INC
MERCK & CO INC
7.07%
Shares263.5K
Event2026-03-31
Filed2026-05-15
GS
GOLDMAN SACHS GROUP INC
9.02%
Shares37.4K
Event2026-03-31
Filed2026-05-15
AMAT
APPLIED MATLS INC
-2.22%
Shares92.5K
Event2026-03-31
Filed2026-05-15
HON
HONEYWELL INTL INC
65.95%
Shares139.7K
Event2026-03-31
Filed2026-05-15
GLW
CORNING INC
-17.97%
Shares231.9K
Event2026-03-31
Filed2026-05-15
BCI
ABRDN ETFS
32.59%
Shares1.3M
Event2026-03-31
Filed2026-05-15
VIGI
VANGUARD WHITEHALL FDS
-45.12%
Shares336.1K
Event2026-03-31
Filed2026-05-15
FBTC
FIDELITY WISE ORIGIN BITCOIN
1.92%
Shares498.5K
Event2026-03-31
Filed2026-05-15
BWXT
BWX TECHNOLOGIES INC
-4.81%
Shares138.1K
Event2026-03-31
Filed2026-05-15
NEE
NEXTERA ENERGY INC
-13.47%
Shares303.9K
Event2026-03-31
Filed2026-05-15
AME
AMETEK INC
0.89%
Shares131.1K
Event2026-03-31
Filed2026-05-15
DE
DEERE & CO
1.38%
Shares49.1K
Event2026-03-31
Filed2026-05-15
FLJP
FRANKLIN TEMPLETON ETF TR
New
Shares750.2K
Event2026-03-31
Filed2026-05-15
ICE
INTERCONTINENTAL EXCHANGE IN
10.55%
Shares169.5K
Event2026-03-31
Filed2026-05-15
PG
PROCTER & GAMBLE CO
4.43%
Shares184.5K
Event2026-03-31
Filed2026-05-15
ENTG
ENTEGRIS INC
426.43%
Shares226.4K
Event2026-03-31
Filed2026-05-15
VBK
VANGUARD INDEX FDS
3.37%
Shares86.2K
Event2026-03-31
Filed2026-05-15
KO
COCA COLA CO
20.90%
Shares340.4K
Event2026-03-31
Filed2026-05-15
SSNC
SS&C TECH HLDGS
21.78%
Shares384.8K
Event2026-03-31
Filed2026-05-15
ARKK
ARK ETF TR
1.72%
Shares380.3K
Event2026-03-31
Filed2026-05-15
BCSF
BAIN CAP SPECIALTY FIN INC
18.58%
Shares2.1M
Event2026-03-31
Filed2026-05-15
EA SERIES TRUST
EA SERIES TRUST
-0.28%
Shares521.4K
Event2026-03-31
Filed2026-05-15
QCOM
QUALCOMM INC
2.84%
Shares197.6K
Event2026-03-31
Filed2026-05-15
CLH
CLEAN HARBORS INC
-15.80%
Shares88.2K
Event2026-03-31
Filed2026-05-15
APH
AMPHENOL CORP
-8.80%
Shares199.1K
Event2026-03-31
Filed2026-05-15
EFG
ISHARES TR
0.52%
Shares225.2K
Event2026-03-31
Filed2026-05-15
BMY
BRISTOL-MYERS SQUIBB CO
16.45%
Shares412.5K
Event2026-03-31
Filed2026-05-15
VXUS
VANGUARD STAR FDS
-19.86%
Shares324.3K
Event2026-03-31
Filed2026-05-15
EOG
EOG RES INC
46.94%
Shares172.6K
Event2026-03-31
Filed2026-05-15
PM
PHILIP MORRIS INTL INC
10.87%
Shares148.9K
Event2026-03-31
Filed2026-05-15
CNC
CENTENE CORP DEL
-2.83%
Shares754.3K
Event2026-03-31
Filed2026-05-15
ARX
ACCELERANT HOLDINGS
New
Shares1.8M
Event2026-03-31
Filed2026-05-15
MUB
ISHARES TR
2.79%
Shares230.6K
Event2026-03-31
Filed2026-05-15
RBC
RBC BEARINGS INC
-1.28%
Shares44.8K
Event2026-03-31
Filed2026-05-15
UGI
UGI CORP NEW
1.04%
Shares637.8K
Event2026-03-31
Filed2026-05-15
IWR
ISHARES TR
-2.70%
Shares241.3K
Event2026-03-31
Filed2026-05-15
BXSL
BLACKSTONE SECD LENDING FD
73.87%
Shares951.3K
Event2026-03-31
Filed2026-05-15
NUE
NUCOR CORP
16.66%
Shares136.6K
Event2026-03-31
Filed2026-05-15
BRK.A
BERKSHIRE HATHAWAY INC DEL
10.34%
Shares32
Event2026-03-31
Filed2026-05-15
WFC
WELLS FARGO & CO
-4.01%
Shares284.8K
Event2026-03-31
Filed2026-05-15
TJX
TJX COS INC NEW
-0.48%
Shares140.1K
Event2026-03-31
Filed2026-05-15
BRO
BROWN & BROWN INC
9.38%
Shares337.5K
Event2026-03-31
Filed2026-05-15
VGT
VANGUARD WORLD FD
5.39%
Shares31.4K
Event2026-03-31
Filed2026-05-15
INTU
INTUIT
227.17%
Shares50.7K
Event2026-03-31
Filed2026-05-15
DELL
DELL TECHNOLOGIES INC
-0.66%
Shares132.8K
Event2026-03-31
Filed2026-05-15
ABT
ABBOTT LABORATORIES
6.30%
Shares212.1K
Event2026-03-31
Filed2026-05-15
TMO
THERMO FISHER SCIENTIFIC INC
3.59%
Shares43.7K
Event2026-03-31
Filed2026-05-15
DIS
DISNEY WALT CO
24.93%
Shares221.8K
Event2026-03-31
Filed2026-05-15
NFLX
NETFLIX INC.
5.86%
Shares214.9K
Event2026-03-31
Filed2026-05-15
VYM
VANGUARD WHITEHALL FDS
22.24%
Shares139.3K
Event2026-03-31
Filed2026-05-15
VZ
VERIZON COMMUNICATIONS INC
-5.95%
Shares395.2K
Event2026-03-31
Filed2026-05-15
SPHQ
INVESCO EXCHANGE TRADED FD T
3.55%
Shares262.6K
Event2026-03-31
Filed2026-05-15
WCN
WASTE CONNECTIONS INC
14.72%
Shares121.3K
Event2026-03-31
Filed2026-05-15
KMI
KINDER MORGAN INC DEL
0.30%
Shares580.4K
Event2026-03-31
Filed2026-05-15
BBDC
BARINGS BDC INC
18.91%
Shares2.3M
Event2026-03-31
Filed2026-05-15
PAUG
INNOVATOR ETFS TRUST
-2.74%
Shares447.2K
Event2026-03-31
Filed2026-05-15
FN
FABRINET
-2.40%
Shares36.6K
Event2026-03-31
Filed2026-05-15
CAE
CAE INC
1.35%
Shares727.6K
Event2026-03-31
Filed2026-05-15
LMT
LOCKHEED MARTIN CORP
4.69%
Shares31.1K
Event2026-03-31
Filed2026-05-15
CB
CHUBB LTD SWITZ
-6.93%
Shares57.2K
Event2026-03-31
Filed2026-05-15
LOW
LOWES COS INC
43.65%
Shares78.9K
Event2026-03-31
Filed2026-05-15
INGR
INGREDION INC
11.20%
Shares163.9K
Event2026-03-31
Filed2026-05-15
MGV
VANGUARD WORLD FD
0.56%
Shares126.0K
Event2026-03-31
Filed2026-05-15
DVYE
ISHARES INC
0.41%
Shares529.9K
Event2026-03-31
Filed2026-05-15
BUNGE GLOBAL SA
BUNGE GLOBAL SA
94.46%
Shares142.3K
Event2026-03-31
Filed2026-05-15
IVW
ISHARES TR
-6.54%
Shares158.7K
Event2026-03-31
Filed2026-05-15
IWB
ISHARES TR
4.32%
Shares50.1K
Event2026-03-31
Filed2026-05-15
FCX
FREEPORT MCMORAN INC
3.97%
Shares303.9K
Event2026-03-31
Filed2026-05-15
ZS
ZSCALER INC
0.15%
Shares127.3K
Event2026-03-31
Filed2026-05-15
EMR
EMERSON ELEC CO
-21.15%
Shares135.9K
Event2026-03-31
Filed2026-05-15
VB
VANGUARD INDEX FDS
7.09%
Shares67.5K
Event2026-03-31
Filed2026-05-15
HSIC
SCHEIN HENRY INC
0.50%
Shares239.6K
Event2026-03-31
Filed2026-05-15
PFE
PFIZER INC
-4.55%
Shares626.7K
Event2026-03-31
Filed2026-05-15
MEDTRONIC PLC
MEDTRONIC PLC
14.15%
Shares199.6K
Event2026-03-31
Filed2026-05-15
MO
ALTRIA GROUP INC
-9.80%
Shares258.1K
Event2026-03-31
Filed2026-05-15
XLK
SELECT SECTOR SPDR TR
-1.69%
Shares129.6K
Event2026-03-31
Filed2026-05-15
BKLN
INVESCO EXCH TRADED FD TR II
6.97%
Shares840.9K
Event2026-03-31
Filed2026-05-15
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
31.95%
Shares86.1K
Event2026-03-31
Filed2026-05-15
SOLSTICE ADVANCED MATLS INC
SOLSTICE ADVANCED MATLS INC
-2.84%
Shares223.1K
Event2026-03-31
Filed2026-05-15
HALO
HALOZYME THERAPEUTICS INC
16.47%
Shares259.4K
Event2026-03-31
Filed2026-05-15
AOS
SMITH A O CORP
23.07%
Shares254.0K
Event2026-03-31
Filed2026-05-15
JEPI
J P MORGAN EXCHANGE TRADED F
3.23%
Shares291.0K
Event2026-03-31
Filed2026-05-15
NVS
NOVARTIS AG
0.56%
Shares107.4K
Event2026-03-31
Filed2026-05-15
MU
MICRON TECHNOLOGY INC
85.07%
Shares47.9K
Event2026-03-31
Filed2026-05-15
AMGN
AMGEN INC
-1.08%
Shares45.9K
Event2026-03-31
Filed2026-05-15
CROWN CASTLE INC
CROWN CASTLE INC
710.72%
Shares197.5K
Event2026-03-31
Filed2026-05-15
GEW
EA SERIES TRUST
0.00%
Shares317.5K
Event2026-03-31
Filed2026-05-15
BLACKSTONE INC
BLACKSTONE INC
7.86%
Shares139.0K
Event2026-03-31
Filed2026-05-15
MGK
VANGUARD WORLD FD
3867.52%
Shares43.4K
Event2026-03-31
Filed2026-05-15
DVY
ISHARES TR
3.92%
Shares103.2K
Event2026-03-31
Filed2026-05-15
PSEP
INNOVATOR ETFS TRUST
0.00%
Shares362.1K
Event2026-03-31
Filed2026-05-15
TSM
TAIWAN SEMICONDUCTOR MANUFAC
5.12%
Shares45.7K
Event2026-03-31
Filed2026-05-15
EPD
ENTERPRISE PRODS PARTNERS L
-5.34%
Shares402.1K
Event2026-03-31
Filed2026-05-15
VTIP
VANGUARD MALVERN FDS
27.20%
Shares304.5K
Event2026-03-31
Filed2026-05-15
ET
ENERGY TRANSFER L P
13.17%
Shares787.2K
Event2026-03-31
Filed2026-05-15
AXP
AMERICAN EXPRESS CO
1.50%
Shares49.6K
Event2026-03-31
Filed2026-05-15
DCRE
DOUBLELINE ETF TRUST
245.06%
Shares282.7K
Event2026-03-31
Filed2026-05-15
SHOP
SHOPIFY INC
-6.67%
Shares121.7K
Event2026-03-31
Filed2026-05-15
PROFESIONALLY MANAGED PORTFO
PROFESIONALLY MANAGED PORTFO
-12.11%
Shares272.6K
Event2026-03-31
Filed2026-05-15
PYPL
PAYPAL HLDGS INC
129.87%
Shares317.9K
Event2026-03-31
Filed2026-05-15
AB
ALLIANCEBERNSTEIN HLDG L P
-0.26%
Shares378.2K
Event2026-03-31
Filed2026-05-15
TGT
TARGET CORP
1.01%
Shares115.8K
Event2026-03-31
Filed2026-05-15
NOC
NORTHROP GRUMMAN CORP
-15.97%
Shares20.1K
Event2026-03-31
Filed2026-05-15
EEM
ISHARES TR
3.22%
Shares240.1K
Event2026-03-31
Filed2026-05-15
HD
HOME DEPOT INC
-0.05%
Shares40.9K
Event2026-03-31
Filed2026-05-15
VTWO
VANGUARD SCOTTSDALE FDS
-2.28%
Shares131.8K
Event2026-03-31
Filed2026-05-15
VLUE
ISHARES TR
-6.29%
Shares90.5K
Event2026-03-31
Filed2026-05-15
KBR
KBR INC
1324.80%
Shares347.5K
Event2026-03-31
Filed2026-05-15
GBTC
GRAYSCALE BITCOIN TRUST ETF
-0.08%
Shares243.7K
Event2026-03-31
Filed2026-05-15
LINDE PLC
LINDE PLC
5.80%
Shares25.7K
Event2026-03-31
Filed2026-05-15
SLV
ISHARES SILVER TR
-41.94%
Shares184.8K
Event2026-03-31
Filed2026-05-15
ITW
ILLINOIS TOOL WKS INC
15.74%
Shares48.0K
Event2026-03-31
Filed2026-05-15
WM
WASTE MGMT INC DEL
-1.57%
Shares54.5K
Event2026-03-31
Filed2026-05-15
VFH
VANGUARD WORLD FD
8.44%
Shares103.5K
Event2026-03-31
Filed2026-05-15
BIIB
BIOGEN INC
-11.62%
Shares67.5K
Event2026-03-31
Filed2026-05-15
SGI
SOMNIGROUP INTERNATIONAL INC
213.13%
Shares166.1K
Event2026-03-31
Filed2026-05-15
EVR
EVERCORE INC
0.17%
Shares40.8K
Event2026-03-31
Filed2026-05-15
PSTG
EVERPURE INC
16.16%
Shares205.8K
Event2026-03-31
Filed2026-05-15
CPRT
COPART INC
141.22%
Shares364.4K
Event2026-03-31
Filed2026-05-15
SLB
SLB LIMITED
-2.47%
Shares230.7K
Event2026-03-31
Filed2026-05-15
IJT
ISHARES TR
2.91%
Shares81.6K
Event2026-03-31
Filed2026-05-15
CGDV
CAPITAL GROUP DIVIDEND VALUE
-0.17%
Shares276.1K
Event2026-03-31
Filed2026-05-15
NTR
NUTRIEN LTD
-0.51%
Shares155.2K
Event2026-03-31
Filed2026-05-15
ATO
ATMOS ENERGY CORP
2.94%
Shares63.5K
Event2026-03-31
Filed2026-05-15
DFAE
DIMENSIONAL ETF TRUST
-2.19%
Shares343.8K
Event2026-03-31
Filed2026-05-15
BTCO
INVESCO GALAXY BITCOIN ETF
0.00%
Shares172.1K
Event2026-03-31
Filed2026-05-15
VLO
VALERO ENERGY CORP
0.83%
Shares46.9K
Event2026-03-31
Filed2026-05-15
IWN
ISHARES TR
13.94%
Shares61.0K
Event2026-03-31
Filed2026-05-15
XYZ
BLOCK INC
9.41%
Shares189.3K
Event2026-03-31
Filed2026-05-15
FAST
FASTENAL CO
-12.15%
Shares244.9K
Event2026-03-31
Filed2026-05-15
NSC
NORFOLK SOUTHN CORP
0.11%
Shares39.0K
Event2026-03-31
Filed2026-05-15
SCL
STEPAN CO
0.02%
Shares223.1K
Event2026-03-31
Filed2026-05-15
GM
GENERAL MTRS CO
-3.46%
Shares149.6K
Event2026-03-31
Filed2026-05-15
CRWD
CROWDSTRIKE HLDGS INC
-0.37%
Shares28.5K
Event2026-03-31
Filed2026-05-15
ECL
ECOLAB INC
-3.08%
Shares41.2K
Event2026-03-31
Filed2026-05-15
SPGI
S&P GLOBAL INC
76.90%
Shares25.8K
Event2026-03-31
Filed2026-05-15
AVLC
AMERICAN CENTY ETF TR
23.34%
Shares140.4K
Event2026-03-31
Filed2026-05-15
AVIG
AMERICAN CENTY ETF TR
28.48%
Shares260.7K
Event2026-03-31
Filed2026-05-15
MDLZ
MONDELEZ INTL INC
69.57%
Shares186.0K
Event2026-03-31
Filed2026-05-15
PPL
PPL CORP
1.04%
Shares280.7K
Event2026-03-31
Filed2026-05-15
WOOF
PETCO HEALTH & WELLNESS CO I
53.61%
Shares3.9M
Event2026-03-31
Filed2026-05-15
ZTS
ZOETIS INC
98.94%
Shares88.7K
Event2026-03-31
Filed2026-05-15
GWW
WW GRAINGER INC
-0.37%
Shares9.6K
Event2026-03-31
Filed2026-05-15
ESGV
VANGUARD WORLD FD
0.80%
Shares93.0K
Event2026-03-31
Filed2026-05-15
SCHE
SCHWAB STRATEGIC TR
-5.21%
Shares316.1K
Event2026-03-31
Filed2026-05-15
RSPG
INVESCO EXCHANGE TRADED FD T
New
Shares94.6K
Event2026-03-31
Filed2026-05-15
DRAFTKINGS INC NEW
DRAFTKINGS INC NEW
-13.70%
Shares479.0K
Event2026-03-31
Filed2026-05-15
INTC
INTEL CORP
0.61%
Shares231.9K
Event2026-03-31
Filed2026-05-15
CRM
SALESFORCE INC
-6.02%
Shares54.8K
Event2026-03-31
Filed2026-05-15
JPST
J P MORGAN EXCHANGE TRADED F
-12.23%
Shares201.8K
Event2026-03-31
Filed2026-05-15
SPYV
SPDR SERIES TRUST
-4.09%
Shares180.1K
Event2026-03-31
Filed2026-05-15
ADP
AUTOMATIC DATA PROCESSING IN
27.52%
Shares49.7K
Event2026-03-31
Filed2026-05-15
DOV
DOVER CORP
-1.49%
Shares48.3K
Event2026-03-31
Filed2026-05-15
SYY
SYSCO CORP
73.38%
Shares139.9K
Event2026-03-31
Filed2026-05-15
AMD
ADVANCED MICRO DEVICES INC
-0.25%
Shares49.0K
Event2026-03-31
Filed2026-05-15
USMV
ISHARES TR
-3.09%
Shares106.6K
Event2026-03-31
Filed2026-05-15
APD
AIR PRODUCTS AND CHEMICALS I
4.85%
Shares34.0K
Event2026-03-31
Filed2026-05-15
LWAY
LIFEWAY FOODS INC
0.00%
Shares508.2K
Event2026-03-31
Filed2026-05-15
SMH
VANECK ETF TRUST
1.31%
Shares25.5K
Event2026-03-31
Filed2026-05-15
XLF
SELECT SECTOR SPDR TR
-1.34%
Shares197.6K
Event2026-03-31
Filed2026-05-15
VCSH
VANGUARD SCOTTSDALE FDS
145.64%
Shares122.2K
Event2026-03-31
Filed2026-05-15
IUSG
ISHARES TR
-2.38%
Shares62.0K
Event2026-03-31
Filed2026-05-15
APP
APPLOVIN CORP
3.59%
Shares24.1K
Event2026-03-31
Filed2026-05-15
CTAS
CINTAS CORP
85.83%
Shares56.3K
Event2026-03-31
Filed2026-05-15
DIVB
ISHARES TR
0.16%
Shares175.5K
Event2026-03-31
Filed2026-05-15
MLPX
GLOBAL X FDS
28.62%
Shares128.0K
Event2026-03-31
Filed2026-05-15
AIG
AMERICAN INTL GROUP INC
1.96%
Shares125.7K
Event2026-03-31
Filed2026-05-15
CINF
CINCINNATI FINL CORP
-0.96%
Shares59.7K
Event2026-03-31
Filed2026-05-15
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
-19.71%
Shares27.2K
Event2026-03-31
Filed2026-05-15
GE AEROSPACE
GE AEROSPACE
3.02%
Shares32.8K
Event2026-03-31
Filed2026-05-15
VGK
VANGUARD INTL EQUITY INDEX F
42.51%
Shares112.8K
Event2026-03-31
Filed2026-05-15
MDY
STATE STR SPDR S&P MIDCAP 40
-43.84%
Shares14.8K
Event2026-03-31
Filed2026-05-15
BSM
BLACK STONE MINERALS L P
0.60%
Shares602.3K
Event2026-03-31
Filed2026-05-15
SCHB
SCHWAB STRATEGIC TR
0.50%
Shares361.9K
Event2026-03-31
Filed2026-05-15
ASML
ASML HLDG NV
40.21%
Shares6.8K
Event2026-03-31
Filed2026-05-15
GILD
GILEAD SCIENCES INC
3.92%
Shares64.2K
Event2026-03-31
Filed2026-05-15
EATON CORP PLC
EATON CORP PLC
9.10%
Shares25.0K
Event2026-03-31
Filed2026-05-15
EXC
EXELON CORP
-33.11%
Shares181.2K
Event2026-03-31
Filed2026-05-15
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
3.76%
Shares41.9K
Event2026-03-31
Filed2026-05-15
IVE
ISHARES TR
4.40%
Shares41.4K
Event2026-03-31
Filed2026-05-15
TMUS
T-MOBILE US INC
-4.99%
Shares41.3K
Event2026-03-31
Filed2026-05-15
TFC
TRUIST FINL CORP
0.86%
Shares188.5K
Event2026-03-31
Filed2026-05-15
USB
US BANCORP
3.84%
Shares163.8K
Event2026-03-31
Filed2026-05-15
TSLX
SIXTH STREET SPECIALTY LENDI
15.53%
Shares467.5K
Event2026-03-31
Filed2026-05-15
HUM
HUMANA INC
12.07%
Shares48.8K
Event2026-03-31
Filed2026-05-15
DGRO
ISHARES TR
2.58%
Shares120.9K
Event2026-03-31
Filed2026-05-15
CEG
CONSTELLATION ENERGY CORP
2.54%
Shares30.3K
Event2026-03-31
Filed2026-05-15
ESS
ESSEX PPTY TR INC
48.16%
Shares34.6K
Event2026-03-31
Filed2026-05-15
MTB
M & T BK CORP
0.74%
Shares40.7K
Event2026-03-31
Filed2026-05-15
ED
CONSOLIDATED EDISON INC
7.77%
Shares74.3K
Event2026-03-31
Filed2026-05-15
EXPD
EXPEDITORS INTL WASH INC
1.35%
Shares58.7K
Event2026-03-31
Filed2026-05-15
PPG
PPG INDS INC
1801.82%
Shares78.2K
Event2026-03-31
Filed2026-05-15
BWZ
SPDR SERIES TRUST
70.52%
Shares309.8K
Event2026-03-31
Filed2026-05-15
UNILEVER PLC
UNILEVER PLC
3.50%
Shares145.0K
Event2026-03-31
Filed2026-05-15
FEDERAL RLTY INVT TR NEW
FEDERAL RLTY INVT TR NEW
93.92%
Shares78.1K
Event2026-03-31
Filed2026-05-15
PNR
PENTAIR PLC
3.86%
Shares95.1K
Event2026-03-31
Filed2026-05-15
SCHG
SCHWAB STRATEGIC TR
0.61%
Shares283.6K
Event2026-03-31
Filed2026-05-15
MPLX
MPLX LP
41.26%
Shares142.0K
Event2026-03-31
Filed2026-05-15
KVUE
KENVUE INC
194.99%
Shares468.8K
Event2026-03-31
Filed2026-05-15
PNC
PNC FINL SVCS GROUP INC
-0.25%
Shares38.6K
Event2026-03-31
Filed2026-05-15
UNP
UNION PAC CORP
3.51%
Shares32.8K
Event2026-03-31
Filed2026-05-15
AFL
AFLAC INC
-4.68%
Shares72.6K
Event2026-03-31
Filed2026-05-15
WULF
TERAWULF INC
1.37%
Shares541.1K
Event2026-03-31
Filed2026-05-15
WST
WEST PHARMACEUTICAL SVSC INC
11.85%
Shares31.0K
Event2026-03-31
Filed2026-05-15
RSPS
INVESCO EXCHANGE TRADED FD T
New
Shares263.0K
Event2026-03-31
Filed2026-05-15
ICF
ISHARES TR
14.15%
Shares125.1K
Event2026-03-31
Filed2026-05-15
COIN
COINBASE GLOBAL INC
18.90%
Shares44.1K
Event2026-03-31
Filed2026-05-15
UCB
UNITED CMNTY BKS BLAIRSVLE G
-15.77%
Shares241.6K
Event2026-03-31
Filed2026-05-15
XME
SPDR SERIES TRUST
12.63%
Shares70.8K
Event2026-03-31
Filed2026-05-15
SCHV
SCHWAB STRATEGIC TR
12.52%
Shares249.7K
Event2026-03-31
Filed2026-05-15
HOOD
ROBINHOOD MKTS INC
-3.27%
Shares109.3K
Event2026-03-31
Filed2026-05-15
BGB
BLACKSTONE STRATEGIC CRED 20
6.36%
Shares678.2K
Event2026-03-31
Filed2026-05-15
PH
PARKER-HANNIFIN CORP
-28.87%
Shares8.3K
Event2026-03-31
Filed2026-05-15
FXA
INVESCO CURRENCYSHARES AUSTR
12.87%
Shares108.7K
Event2026-03-31
Filed2026-05-15
TW
TRADEWEB MKTS INC
New
Shares63.1K
Event2026-03-31
Filed2026-05-15
O
REALTY INCOME CORP
33.74%
Shares117.5K
Event2026-03-31
Filed2026-05-15
SCHM
SCHWAB STRATEGIC TR
-0.91%
Shares232.9K
Event2026-03-31
Filed2026-05-15
RSPH
INVESCO EXCHANGE TRADED FD T
New
Shares235.7K
Event2026-03-31
Filed2026-05-15
SPDW
SPDR INDEX SHS FDS
0.26%
Shares154.2K
Event2026-03-31
Filed2026-05-15
HSY
HERSHEY CO
1.11%
Shares33.6K
Event2026-03-31
Filed2026-05-15
LHX
L3HARRIS TECHNOLOGIES INC
-6.18%
Shares20.0K
Event2026-03-31
Filed2026-05-15
PJAN
INNOVATOR ETFS TRUST
40.12%
Shares148.7K
Event2026-03-31
Filed2026-05-15
BLACKROCK INC
BLACKROCK INC
-4.69%
Shares7.1K
Event2026-03-31
Filed2026-05-15
DFAI
DIMENSIONAL ETF TRUST
-10.80%
Shares175.9K
Event2026-03-31
Filed2026-05-15
VBIL
VANGUARD INSTL INDEX FD
-47.05%
Shares90.2K
Event2026-03-31
Filed2026-05-15
KDEC
INNOVATOR ETFS TRUST
14.83%
Shares262.6K
Event2026-03-31
Filed2026-05-15
HRL
HORMEL FOODS CORP
22.14%
Shares297.8K
Event2026-03-31
Filed2026-05-15
IP
INTERNATIONAL PAPER CO
786.06%
Shares184.1K
Event2026-03-31
Filed2026-05-15
XEL
XCEL ENERGY INC
-34.31%
Shares81.3K
Event2026-03-31
Filed2026-05-15
KLAC
KLA CORP
14.14%
Shares4.4K
Event2026-03-31
Filed2026-05-15
SOFI
SOFI TECHNOLOGIES INC
-0.96%
Shares402.1K
Event2026-03-31
Filed2026-05-15
NDSN
NORDSON CORP
-39.95%
Shares23.6K
Event2026-03-31
Filed2026-05-15
COP
CONOCOPHILLIPS
-0.76%
Shares47.5K
Event2026-03-31
Filed2026-05-15
SDY
SPDR SERIES TRUST
-12.70%
Shares42.8K
Event2026-03-31
Filed2026-05-15
VCIT
VANGUARD SCOTTSDALE FDS
4.68%
Shares73.5K
Event2026-03-31
Filed2026-05-15
STZ
CONSTELLATION BRANDS INC
-5.01%
Shares40.3K
Event2026-03-31
Filed2026-05-15
SBUX
STARBUCKS CORP
17.28%
Shares66.8K
Event2026-03-31
Filed2026-05-15
TRGP
TARGA RES CORP
59.40%
Shares23.9K
Event2026-03-31
Filed2026-05-15
LAM RESEARCH CORP
LAM RESEARCH CORP
27.71%
Shares27.4K
Event2026-03-31
Filed2026-05-15
POCT
INNOVATOR ETFS TRUST
-2.82%
Shares134.8K
Event2026-03-31
Filed2026-05-15
PJUL
INNOVATOR ETFS TRUST
12.88%
Shares125.8K
Event2026-03-31
Filed2026-05-15
IJS
ISHARES TR
-2.74%
Shares48.6K
Event2026-03-31
Filed2026-05-15
ROP
ROPER TECHNOLOGIES INC
111.05%
Shares16.2K
Event2026-03-31
Filed2026-05-15
GDX
VANECK ETF TRUST
-9.93%
Shares62.3K
Event2026-03-31
Filed2026-05-15
WMB
WILLIAMS COS INC
22.27%
Shares78.6K
Event2026-03-31
Filed2026-05-15
MS
MORGAN STANLEY
7.58%
Shares34.7K
Event2026-03-31
Filed2026-05-15
GEV
GE VERNOVA INC
13.71%
Shares6.5K
Event2026-03-31
Filed2026-05-15
XLI
SELECT SECTOR SPDR TR
3.48%
Shares35.2K
Event2026-03-31
Filed2026-05-15
BDC
BELDEN INC
-5.86%
Shares49.2K
Event2026-03-31
Filed2026-05-15
TROW
PRICE T ROWE GROUP INC
8.14%
Shares62.5K
Event2026-03-31
Filed2026-05-15
DHR
DANAHER CORP DEL
-4.30%
Shares29.6K
Event2026-03-31
Filed2026-05-15
BEN
FRANKLIN RESOURCES INC
6.47%
Shares232.8K
Event2026-03-31
Filed2026-05-15
EWJ
ISHARES INC
-14.53%
Shares64.5K
Event2026-03-31
Filed2026-05-15
NKE
NIKE INC
-0.90%
Shares102.0K
Event2026-03-31
Filed2026-05-15
VSGX
VANGUARD WORLD FD
2.83%
Shares75.6K
Event2026-03-31
Filed2026-05-15
VOE
VANGUARD INDEX FDS
-71.02%
Shares29.4K
Event2026-03-31
Filed2026-05-15
NLR
VANECK ETF TRUST
-9.01%
Shares40.7K
Event2026-03-31
Filed2026-05-15
WES
WESTERN MIDSTREAM PARTNERS L
29.26%
Shares130.0K
Event2026-03-31
Filed2026-05-15
TRV
TRAVELERS COMPANIES INC
2.21%
Shares18.3K
Event2026-03-31
Filed2026-05-15
ADSK
AUTODESK INC
654.23%
Shares22.1K
Event2026-03-31
Filed2026-05-15
MKC
MCCORMICK & CO INC
44.99%
Shares104.8K
Event2026-03-31
Filed2026-05-15
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
11.62%
Shares53.0K
Event2026-03-31
Filed2026-05-15
ERIE
ERIE INDTY CO
-98.81%
Shares20.9K
Event2026-03-31
Filed2026-05-15
ES
EVERSOURCE ENERGY
New
Shares75.2K
Event2026-03-31
Filed2026-05-15
FDX
FEDEX CORP
-1.22%
Shares14.5K
Event2026-03-31
Filed2026-05-15
VNQ
VANGUARD INDEX FDS
1.49%
Shares58.2K
Event2026-03-31
Filed2026-05-15
KKR & CO INC
KKR & CO INC
34.62%
Shares55.7K
Event2026-03-31
Filed2026-05-15
GRAYSCALE BITCOIN MINI TR ET
GRAYSCALE BITCOIN MINI TR ET
New
Shares171.0K
Event2026-03-31
Filed2026-05-15
DIA
STATE STR SPDR DOW JONES IND
6.56%
Shares11.0K
Event2026-03-31
Filed2026-05-15
LEN
LENNAR CORP
-2.21%
Shares58.7K
Event2026-03-31
Filed2026-05-15
OKE
ONEOK INC NEW
33.39%
Shares55.8K
Event2026-03-31
Filed2026-05-15
AON PLC
AON PLC
-0.98%
Shares15.6K
Event2026-03-31
Filed2026-05-15
ESGD
ISHARES TR
2.62%
Shares52.0K
Event2026-03-31
Filed2026-05-15
IWP
ISHARES TR
14.21%
Shares38.6K
Event2026-03-31
Filed2026-05-15
CL
COLGATE PALMOLIVE CO
-46.59%
Shares58.0K
Event2026-03-31
Filed2026-05-15
ISHG
ISHARES TR
24.96%
Shares66.3K
Event2026-03-31
Filed2026-05-15
SYK
STRYKER CORPORATION
-4.57%
Shares14.8K
Event2026-03-31
Filed2026-05-15
TPL
TEXAS PACIFIC LAND CORPORATI
-8.84%
Shares10.2K
Event2026-03-31
Filed2026-05-15
FIG
FIGMA INC
New
Shares228.1K
Event2026-03-31
Filed2026-05-15
MMM
3M CO
-6.12%
Shares33.2K
Event2026-03-31
Filed2026-05-15
XLV
SELECT SECTOR SPDR TR
-31.13%
Shares32.5K
Event2026-03-31
Filed2026-05-15
CIBR
FIRST TR EXCHANGE-TRADED FD
56.85%
Shares75.8K
Event2026-03-31
Filed2026-05-15
VGLT
VANGUARD SCOTTSDALE FDS
6.45%
Shares85.0K
Event2026-03-31
Filed2026-05-15
ETW
EATON VANCE TAX-MANAGED GLOB
-0.63%
Shares534.2K
Event2026-03-31
Filed2026-05-15
ETHA
ISHARES ETHEREUM TR
11.50%
Shares294.6K
Event2026-03-31
Filed2026-05-15
CITIGROUP INC
CITIGROUP INC
7.83%
Shares40.7K
Event2026-03-31
Filed2026-05-15
T
AT&T INC
8.07%
Shares159.2K
Event2026-03-31
Filed2026-05-15
BDEC
INNOVATOR ETFS TRUST
0.00%
Shares95.8K
Event2026-03-31
Filed2026-05-15
ROST
ROSS STORES INC
1.60%
Shares21.2K
Event2026-03-31
Filed2026-05-15
XPEL
XPEL INC
0.00%
Shares103.6K
Event2026-03-31
Filed2026-05-15
OVLY
OAK VY BANCORP OAKDALE CALIF
0.00%
Shares140.3K
Event2026-03-31
Filed2026-05-15
COWZ
PACER FDS TR
15.44%
Shares72.0K
Event2026-03-31
Filed2026-05-15
IYW
ISHARES TR
9.74%
Shares24.6K
Event2026-03-31
Filed2026-05-15
CAH
CARDINAL HEALTH INC
-46.60%
Shares21.0K
Event2026-03-31
Filed2026-05-15
GAP
GAP INC
0.83%
Shares181.8K
Event2026-03-31
Filed2026-05-15
ADBE
ADOBE INC
-3.70%
Shares18.1K
Event2026-03-31
Filed2026-05-15
COMP
COMPASS INC
136.49%
Shares593.5K
Event2026-03-31
Filed2026-05-15
CMCSA
COMCAST CORP NEW
28.00%
Shares150.6K
Event2026-03-31
Filed2026-05-15
WISDOMTREE TR
WISDOMTREE TR
New
Shares131.7K
Event2026-03-31
Filed2026-05-15
TMHC
TAYLOR MORRISON HOME CORP
-0.20%
Shares73.0K
Event2026-03-31
Filed2026-05-15
PMAR
INNOVATOR ETFS TRUST
16.13%
Shares95.2K
Event2026-03-31
Filed2026-05-15
SRE
SEMPRA
-64.86%
Shares42.7K
Event2026-03-31
Filed2026-05-15
FNDA
SCHWAB STRATEGIC TR
-6.34%
Shares130.0K
Event2026-03-31
Filed2026-05-15
BWAY
BRAINSWAY LTD
100.00%
Shares314.9K
Event2026-03-31
Filed2026-05-15
ETFS GOLD TR
ETFS GOLD TR
-15.17%
Shares92.5K
Event2026-03-31
Filed2026-05-15
DLN
WISDOMTREE TR
0.44%
Shares46.1K
Event2026-03-31
Filed2026-05-15
MSI
MOTOROLA SOLUTIONS INC
6.85%
Shares9.4K
Event2026-03-31
Filed2026-05-15
IGV
ISHARES TR
60.37%
Shares50.6K
Event2026-03-31
Filed2026-05-15
FTSM
FIRST TR EXCHANGE-TRADED FD
9.45%
Shares67.4K
Event2026-03-31
Filed2026-05-15
ARKG
ARK ETF TR
15.97%
Shares152.1K
Event2026-03-31
Filed2026-05-15
BRCC
BRC INC
29.61%
Shares5.1M
Event2026-03-31
Filed2026-05-15
IWL
ISHARES TR
0.00%
Shares24.7K
Event2026-03-31
Filed2026-05-15
MSTR
STRATEGY INC
7.00%
Shares31.5K
Event2026-03-31
Filed2026-05-15
PAA
PLAINS ALL AMERN PIPELINE L
38.79%
Shares175.8K
Event2026-03-31
Filed2026-05-15
XBI
SPDR SERIES TRUST
65.38%
Shares30.6K
Event2026-03-31
Filed2026-05-15
SPOT
SPOTIFY TECHNOLOGY S A
-7.04%
Shares8.1K
Event2026-03-31
Filed2026-05-15
WPC
WP CAREY INC
1.25%
Shares56.6K
Event2026-03-31
Filed2026-05-15
BKNG
BOOKING HOLDINGS INC
0.00%
Shares923
Event2026-03-31
Filed2026-05-15
AVB
AVALONBAY CMNTYS INC
-14.72%
Shares23.5K
Event2026-03-31
Filed2026-05-15
IBKR
INTERACTIVE BROKERS GROUP IN
2.55%
Shares57.9K
Event2026-03-31
Filed2026-05-15
EME
EMCOR GROUP INC
-10.59%
Shares5.3K
Event2026-03-31
Filed2026-05-15
PANW
PALO ALTO NETWORKS INC
4.77%
Shares23.8K
Event2026-03-31
Filed2026-05-15
ZBH
ZIMMER BIOMET HOLDINGS INC
3.83%
Shares41.8K
Event2026-03-31
Filed2026-05-15
QQEW
FIRST TR EXCHANGE-TRADED FD
-4.26%
Shares29.8K
Event2026-03-31
Filed2026-05-15
AMCOR PLC
AMCOR PLC
New
Shares94.7K
Event2026-03-31
Filed2026-05-15
NULV
NUSHARES ETF TR
1.86%
Shares82.5K
Event2026-03-31
Filed2026-05-15
PLAB
PHOTRONICS INC
3.36%
Shares92.2K
Event2026-03-31
Filed2026-05-15
CHD
CHURCH & DWIGHT CO INC
-37.48%
Shares39.7K
Event2026-03-31
Filed2026-05-15
MGC
VANGUARD WORLD FD
-33.84%
Shares15.7K
Event2026-03-31
Filed2026-05-15
SPMO
INVESCO EXCH TRADED FD TR II
17.52%
Shares33.0K
Event2026-03-31
Filed2026-05-15
BK
BANK NEW YORK MELLON CORP
13.82%
Shares31.1K
Event2026-03-31
Filed2026-05-15
XLP
SELECT SECTOR SPDR TR
-4.05%
Shares44.7K
Event2026-03-31
Filed2026-05-15
PR
PERMIAN RESOURCES CORP
-0.07%
Shares171.8K
Event2026-03-31
Filed2026-05-15
PLD
PROLOGIS INC.
-25.64%
Shares27.6K
Event2026-03-31
Filed2026-05-15
AXR
AMREP CORP
0.00%
Shares129.2K
Event2026-03-31
Filed2026-05-15
COF
CAPITAL ONE FINL CORP
10.39%
Shares19.8K
Event2026-03-31
Filed2026-05-15
CMI
CUMMINS INC
-6.66%
Shares6.7K
Event2026-03-31
Filed2026-05-15
BA
BOEING CO
12.88%
Shares18.1K
Event2026-03-31
Filed2026-05-15
SCHA
SCHWAB STRATEGIC TR
-31.11%
Shares123.6K
Event2026-03-31
Filed2026-05-15
MOO
VANECK ETF TRUST
60.33%
Shares41.8K
Event2026-03-31
Filed2026-05-15
DFUS
DIMENSIONAL ETF TRUST
-0.82%
Shares49.6K
Event2026-03-31
Filed2026-05-15
VRTX
VERTEX PHARMACEUTICALS INC
4.04%
Shares7.9K
Event2026-03-31
Filed2026-05-15
ROCKET LAB CORP
ROCKET LAB CORP
20.62%
Shares54.6K
Event2026-03-31
Filed2026-05-15
UEC
URANIUM ENERGY CORP
-0.61%
Shares258.2K
Event2026-03-31
Filed2026-05-15
VTEB
VANGUARD MUN BD FDS
25.27%
Shares69.3K
Event2026-03-31
Filed2026-05-15
BN
BROOKFIELD CORP
4.23%
Shares85.3K
Event2026-03-31
Filed2026-05-15
QGRO
AMERICAN CENTY ETF TR
2.20%
Shares32.7K
Event2026-03-31
Filed2026-05-15
IDEV
ISHARES TR
3.91%
Shares40.0K
Event2026-03-31
Filed2026-05-15
LNG
CHENIERE ENERGY INC
30.54%
Shares11.8K
Event2026-03-31
Filed2026-05-15
DGII
DIGI INTL INC
0.05%
Shares68.9K
Event2026-03-31
Filed2026-05-15
TAFM
AB ACTIVE ETFS INC
New
Shares131.3K
Event2026-03-31
Filed2026-05-15
ADEA
ADEIA INC
7.41%
Shares136.6K
Event2026-03-31
Filed2026-05-15
QLD
PROSHARES TR
0.00%
Shares53.6K
Event2026-03-31
Filed2026-05-15
PSX
PHILLIPS 66
-8.66%
Shares17.7K
Event2026-03-31
Filed2026-05-15
LAMR
LAMAR ADVERTISING CO
2.28%
Shares25.3K
Event2026-03-31
Filed2026-05-15
DUOL
DUOLINGO INC
-0.95%
Shares32.3K
Event2026-03-31
Filed2026-05-15
IXUS
ISHARES TR
65.23%
Shares36.6K
Event2026-03-31
Filed2026-05-15
ORLY
OREILLY AUTOMOTIVE INC
-1.75%
Shares34.3K
Event2026-03-31
Filed2026-05-15
DFUV
DIMENSIONAL ETF TRUST
1.74%
Shares65.0K
Event2026-03-31
Filed2026-05-15
DFAT
DIMENSIONAL ETF TRUST
-13.54%
Shares50.1K
Event2026-03-31
Filed2026-05-15
URTH
ISHARES INC
-4.95%
Shares17.3K
Event2026-03-31
Filed2026-05-15
MPC
MARATHON PETE CORP
-6.26%
Shares12.7K
Event2026-03-31
Filed2026-05-15
DFAC
DIMENSIONAL ETF TRUST
-0.32%
Shares79.4K
Event2026-03-31
Filed2026-05-15
JHG
JANUS HENDERSON GROUP PLC
1.34%
Shares59.9K
Event2026-03-31
Filed2026-05-15
MAS
MASCO CORP
2.58%
Shares50.9K
Event2026-03-31
Filed2026-05-15
DFIN
DONNELLEY FINL SOLUTIONS INC
-0.20%
Shares65.1K
Event2026-03-31
Filed2026-05-15
SUN
SUNOCO LP/SUNOCO FIN CORP
71.26%
Shares47.1K
Event2026-03-31
Filed2026-05-15
ALPS ETF TR
ALPS ETF TR
-6.53%
Shares57.6K
Event2026-03-31
Filed2026-05-15
SPGM
SPDR INDEX SHS FDS
0.00%
Shares40.0K
Event2026-03-31
Filed2026-05-15
MFC
MANULIFE FINL CORP
-8.83%
Shares87.7K
Event2026-03-31
Filed2026-05-15
NMAR
INNOVATOR ETFS TRUST
-54.41%
Shares102.7K
Event2026-03-31
Filed2026-05-15
SPUS
TIDAL TRUST I
0.13%
Shares62.5K
Event2026-03-31
Filed2026-05-15
FXY
INVESCO CURRENCYSHARES
13.34%
Shares51.9K
Event2026-03-31
Filed2026-05-15
PJT
PJT PARTNERS INC
0.34%
Shares21.1K
Event2026-03-31
Filed2026-05-15
VOOG
VANGUARD ADMIRAL FDS INC
-9.25%
Shares7.2K
Event2026-03-31
Filed2026-05-15
KRP
KIMBELL RTY PARTNERS LP
31.22%
Shares201.7K
Event2026-03-31
Filed2026-05-15
ROK
ROCKWELL AUTOMATION INC
-16.73%
Shares8.1K
Event2026-03-31
Filed2026-05-15
NTNX
NUTANIX INC
0.06%
Shares75.8K
Event2026-03-31
Filed2026-05-15
PGR
PROGRESSIVE CORP
4.77%
Shares14.2K
Event2026-03-31
Filed2026-05-15
BILS
SPDR SERIES TRUST
55.49%
Shares28.0K
Event2026-03-31
Filed2026-05-15
LPG
DORIAN LPG LTD
2.70%
Shares81.0K
Event2026-03-31
Filed2026-05-15
AMP
AMERIPRISE FINL INC
-2.67%
Shares6.2K
Event2026-03-31
Filed2026-05-15
CRUS
CIRRUS LOGIC INC
4.47%
Shares18.9K
Event2026-03-31
Filed2026-05-15
PFF
ISHARES TR
0.58%
Shares90.0K
Event2026-03-31
Filed2026-05-15
NEM
NEWMONT CORP
2.05%
Shares25.2K
Event2026-03-31
Filed2026-05-15
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
72.43%
Shares23.5K
Event2026-03-31
Filed2026-05-15
HUT 8 CORP
HUT 8 CORP
-1.72%
Shares57.8K
Event2026-03-31
Filed2026-05-15
PRDO
PERDOCEO ED CORP
0.88%
Shares72.4K
Event2026-03-31
Filed2026-05-15
PNOV
INNOVATOR ETFS TRUST
48.08%
Shares65.4K
Event2026-03-31
Filed2026-05-15
MLI
MUELLER INDS INC
-1.96%
Shares24.1K
Event2026-03-31
Filed2026-05-15
HELO
J P MORGAN EXCHANGE TRADED F
31.55%
Shares41.7K
Event2026-03-31
Filed2026-05-15
GHC
GRAHAM HLDGS CO
0.32%
Shares2.5K
Event2026-03-31
Filed2026-05-15
NOW
SERVICENOW INC
22.59%
Shares25.3K
Event2026-03-31
Filed2026-05-15
FLR
FLUOR CORP
0.12%
Shares56.4K
Event2026-03-31
Filed2026-05-15
SUSA
ISHARES TR
0.08%
Shares19.9K
Event2026-03-31
Filed2026-05-15
IGM
ISHARES TR
1.25%
Shares22.1K
Event2026-03-31
Filed2026-05-15
PHM
PULTE GROUP INC
30.23%
Shares22.0K
Event2026-03-31
Filed2026-05-15
SNDK
SANDISK CORP
164.46%
Shares4.1K
Event2026-03-31
Filed2026-05-15
JAZZ
JAZZ PHARMACEUTICALS PLC
0.04%
Shares13.6K
Event2026-03-31
Filed2026-05-15
UTHR
UNITED THERAPEUTICS CORP DEL
1.64%
Shares4.3K
Event2026-03-31
Filed2026-05-15

Call Option Holdings
XOM Call
EXXON MOBIL CORP
0.00%
Shares20.0K
Event2026-03-31
Filed2026-05-15
BERKSHIRE HATHAWAY INC DEL Call
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares4.8K
Event2026-03-31
Filed2026-05-15
TGT Call
TARGET CORP
0.00%
Shares20.0K
Event2026-03-31
Filed2026-05-15
NFLX Call
NETFLIX INC.
New
Shares30.0K
Event2026-03-31
Filed2026-05-15
ZTS Call
ZOETIS INC
New
Shares37.3K
Event2026-03-31
Filed2026-05-15
NVDA Call
NVIDIA CORPORATION
0.00%
Shares500
Event2026-03-31
Filed2026-05-15
TSM Call
TAIWAN SEMICONDUCTOR MANUFAC
-50.00%
Shares100
Event2026-03-31
Filed2026-05-15
PFE Call
PFIZER INC
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-15
AMZN Call
AMAZON COM INC
New
Shares200
Event2026-03-31
Filed2026-05-15
IBIT Call
ISHARES BITCOIN TRUST ETF
-64.86%
Shares5.2K
Event2026-03-31
Filed2026-05-15
BLACKSTONE INC Call
BLACKSTONE INC
New
Shares2.5K
Event2026-03-31
Filed2026-05-15
NVO Call
NOVO-NORDISK A S
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-15

Put Option Holdings
ALPHABET INC Put
ALPHABET INC
-22.85%
Shares103.0K
Event2026-03-31
Filed2026-05-15
META Put
META PLATFORMS INC
-0.87%
Shares11.4K
Event2026-03-31
Filed2026-05-15
SGI Put
SOMNIGROUP INTERNATIONAL INC
New
Shares105.7K
Event2026-03-31
Filed2026-05-15
AAPL Put
APPLE INC
329.55%
Shares18.9K
Event2026-03-31
Filed2026-05-15
HUM Put
HUMANA INC
New
Shares37.5K
Event2026-03-31
Filed2026-05-15
DIS Put
DISNEY WALT CO
New
Shares47.0K
Event2026-03-31
Filed2026-05-15
MSFT Put
MICROSOFT CORP
4800.00%
Shares19.6K
Event2026-03-31
Filed2026-05-15
INVESCO QQQ TR Put
INVESCO QQQ TR
-5.26%
Shares3.6K
Event2026-03-31
Filed2026-05-15
CAT Put
CATERPILLAR INC
0.00%
Shares5.5K
Event2026-03-31
Filed2026-05-15
CRM Put
SALESFORCE INC
-33.33%
Shares2.2K
Event2026-03-31
Filed2026-05-15
SPY Put
STATE STR SPDR S&P 500 ETF T
-88.68%
Shares3.0K
Event2026-03-31
Filed2026-05-15
STZ Put
CONSTELLATION BRANDS INC
New
Shares34.5K
Event2026-03-31
Filed2026-05-15
ADSK Put
AUTODESK INC
New
Shares37.7K
Event2026-03-31
Filed2026-05-15
PANW Put
PALO ALTO NETWORKS INC
New
Shares59.0K
Event2026-03-31
Filed2026-05-15
IWM Put
ISHARES TR
15.00%
Shares2.3K
Event2026-03-31
Filed2026-05-15
SNDK Put
SANDISK CORP
New
Shares1.0K
Event2026-03-31
Filed2026-05-15
PLTR Put
PALANTIR TECHNOLOGIES INC
-99.57%
Shares1.8K
Event2026-03-31
Filed2026-05-15
CRCL Put
CIRCLE INTERNET GROUP INC
0.00%
Shares300
Event2026-03-31
Filed2026-05-15
TGT Put
TARGET CORP
New
Shares89.9K
Event2026-03-31
Filed2026-05-15
SLV Put
ISHARES SILVER TR
New
Shares1.2K
Event2026-03-31
Filed2026-05-15
GLD Put
SPDR GOLD TR
-22.22%
Shares700
Event2026-03-31
Filed2026-05-15
URI Put
UNITED RENTALS INC
New
Shares100
Event2026-03-31
Filed2026-05-15
ASML Put
ASML HLDG NV
New
Shares300
Event2026-03-31
Filed2026-05-15
HD Put
HOME DEPOT INC
-50.00%
Shares200
Event2026-03-31
Filed2026-05-15
SMH Put
VANECK ETF TRUST
New
Shares500
Event2026-03-31
Filed2026-05-15
JPM Put
JPMORGAN CHASE & CO
0.00%
Shares300
Event2026-03-31
Filed2026-05-15
LOW Put
LOWES COS INC
50.00%
Shares300
Event2026-03-31
Filed2026-05-15
KLAC Put
KLA CORP
New
Shares200
Event2026-03-31
Filed2026-05-15
BABA Put
ALIBABA GROUP HLDG LTD
-42.86%
Shares400
Event2026-03-31
Filed2026-05-15
INVESCO EXCHANGE TRADED FD T Put
INVESCO EXCHANGE TRADED FD T
66.67%
Shares1.0K
Event2026-03-31
Filed2026-05-15
PM Put
PHILIP MORRIS INTL INC
-54.55%
Shares500
Event2026-03-31
Filed2026-05-15
GDX Put
VANECK ETF TRUST
-20.00%
Shares800
Event2026-03-31
Filed2026-05-15
IVV Put
ISHARES TR
0.00%
Shares200
Event2026-03-31
Filed2026-05-15
XOM Put
EXXON MOBIL CORP
0.00%
Shares600
Event2026-03-31
Filed2026-05-15
PEP Put
PEPSICO INC
0.00%
Shares500
Event2026-03-31
Filed2026-05-15
GEN DIGITAL INC Put
GEN DIGITAL INC
New
Shares800
Event2026-03-31
Filed2026-05-15
DIA Put
STATE STR SPDR DOW JONES IND
0.00%
Shares200
Event2026-03-31
Filed2026-05-15
EMR Put
EMERSON ELEC CO
-10.00%
Shares900
Event2026-03-31
Filed2026-05-15
VTI Put
VANGUARD INDEX FDS
New
Shares1.0K
Event2026-03-31
Filed2026-05-15
TFC Put
TRUIST FINL CORP
0.00%
Shares700
Event2026-03-31
Filed2026-05-15
JOE Put
ST JOE CO
New
Shares600
Event2026-03-31
Filed2026-05-15
TM Put
TOYOTA MOTOR CORP
0.00%
Shares200
Event2026-03-31
Filed2026-05-15
USB Put
US BANCORP
-52.94%
Shares800
Event2026-03-31
Filed2026-05-15
DELL Put
DELL TECHNOLOGIES INC
100.00%
Shares400
Event2026-03-31
Filed2026-05-15
FDX Put
FEDEX CORP
0.00%
Shares200
Event2026-03-31
Filed2026-05-15
AMAT Put
APPLIED MATLS INC
New
Shares300
Event2026-03-31
Filed2026-05-15
FCX Put
FREEPORT MCMORAN INC
-71.43%
Shares200
Event2026-03-31
Filed2026-05-15
APD Put
AIR PRODUCTS AND CHEMICALS I
0.00%
Shares100
Event2026-03-31
Filed2026-05-15
XLE Put
SELECT SECTOR SPDR TR
-16.67%
Shares1.0K
Event2026-03-31
Filed2026-05-15
CROX Put
CROCS INC
0.00%
Shares200
Event2026-03-31
Filed2026-05-15
TSM Put
TAIWAN SEMICONDUCTOR MANUFAC
New
Shares100
Event2026-03-31
Filed2026-05-15
SFM Put
SPROUTS FMRS MKT INC
New
Shares100
Event2026-03-31
Filed2026-05-15
IBIT Put
ISHARES BITCOIN TRUST ETF
-28.57%
Shares4.0K
Event2026-03-31
Filed2026-05-15
WFC Put
WELLS FARGO & CO
0.00%
Shares300
Event2026-03-31
Filed2026-05-15
OXY Put
OCCIDENTAL PETE CORP
New
Shares200
Event2026-03-31
Filed2026-05-15
AMZN Put
AMAZON COM INC
New
Shares100
Event2026-03-31
Filed2026-05-15
CB Put
CHUBB LTD SWITZ
0.00%
Shares200
Event2026-03-31
Filed2026-05-15
VZ Put
VERIZON COMMUNICATIONS INC
New
Shares200
Event2026-03-31
Filed2026-05-15
AMD Put
ADVANCED MICRO DEVICES INC
New
Shares100
Event2026-03-31
Filed2026-05-15
ISHARES GOLD TR Put
ISHARES GOLD TR
New
Shares100
Event2026-03-31
Filed2026-05-15
NVDA Put
NVIDIA CORPORATION
Sold all
SharesN/A
Event2026-03-31
Filed2026-05-15
PYPL Put
PAYPAL HLDGS INC
New
SharesN/A
Event2026-03-31
Filed2026-05-15
PFE Put
PFIZER INC
Sold all
SharesN/A
Event2026-03-31
Filed2026-05-15
Cresset Asset Management, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo