Sponsored
The Analysis of Crewe Advisors LLC's Holdings & P&L
Currently, Crewe Advisors LLC holds 1038 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in PACS (+606.4K shares, valued at $19.5M), MEAR (+307.4K shares, valued at $15.5M), IVV (+16.1K shares, valued at $10.5M); decreased their positions in TSLA (-25.7K shares, valued at $9.6M), PULS (-85.6K shares, valued at $4.2M), CVX (-10.2K shares, valued at $2.1M); initiated new positions in MEAR (+307.4K shares, valued at $15.5M), INDA (+6.6K shares, valued at $310.2K), PDYN (+31.1K shares, valued at $189.1K).
1M P&L
+38.2M+3.23%
3M P&L
-71.0M-5.50%
HY P&L
-3.6M-0.29%
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/A812.5M
73.7%
2Medical Care Facilities88.9M
8.1%
3Software - Infrastructure35.8M
3.2%
Top Industries by Stock Count
1N/A279 stocks
29.5%
2Software - Application35 stocks
3.7%
3Software - Infrastructure28 stocks
3.0%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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IVV
8.03%ISHARES TR
Shares216.4K
Event2026-03-31
Filed2026-05-07
PACS
28.23%PACS GROUP INC
Shares2.8M
Event2026-03-31
Filed2026-05-07
IJH
8.90%ISHARES TR
Shares1.0M
Event2026-03-31
Filed2026-05-07
SPY
-0.48%STATE STR SPDR S&P 500 ETF T
Shares100.3K
Event2026-03-31
Filed2026-05-07
IEFA
11.38%ISHARES TR
Shares613.8K
Event2026-03-31
Filed2026-05-07
BND
11.32%VANGUARD BD INDEX FDS
Shares673.0K
Event2026-03-31
Filed2026-05-07
ESGV
13.08%VANGUARD WORLD FD
Shares364.6K
Event2026-03-31
Filed2026-05-07
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares56
Event2026-03-31
Filed2026-05-07
DBEF
1.20%DBX ETF TR
Shares763.5K
Event2026-03-31
Filed2026-05-07
PULS
-11.24%PGIM ETF TR
Shares675.3K
Event2026-03-31
Filed2026-05-07
MSFT
40.37%MICROSOFT CORP
Shares83.6K
Event2026-03-31
Filed2026-05-07
MDY
0.00%STATE STR SPDR S&P MIDCAP 40
Shares50.1K
Event2026-03-31
Filed2026-05-07
AAPL
2.26%APPLE INC
Shares105.1K
Event2026-03-31
Filed2026-05-07
MUB
9.05%ISHARES TR
Shares235.3K
Event2026-03-31
Filed2026-05-07
VB
0.00%VANGUARD INDEX FDS
Shares85.5K
Event2026-03-31
Filed2026-05-07
IJR
17.55%ISHARES TR
Shares173.8K
Event2026-03-31
Filed2026-05-07
CVX
-8.88%CHEVRON CORPORATION
Shares104.2K
Event2026-03-31
Filed2026-05-07
IWM
-0.54%ISHARES TR
Shares71.1K
Event2026-03-31
Filed2026-05-07
MEAR
NewISHARES U S ETF TR
Shares307.4K
Event2026-03-31
Filed2026-05-07
ALPHABET INC
-0.12%ALPHABET INC
Shares53.1K
Event2026-03-31
Filed2026-05-07
VGT
0.00%VANGUARD WORLD FD
Shares20.6K
Event2026-03-31
Filed2026-05-07
BERKSHIRE HATHAWAY INC DEL
0.85%BERKSHIRE HATHAWAY INC DEL
Shares25.6K
Event2026-03-31
Filed2026-05-07
HELO
18.80%J P MORGAN EXCHANGE TRADED F
Shares179.7K
Event2026-03-31
Filed2026-05-07
INVESCO QQQ TR
-1.79%INVESCO QQQ TR
Shares19.0K
Event2026-03-31
Filed2026-05-07
VSGX
-5.23%VANGUARD WORLD FD
Shares132.9K
Event2026-03-31
Filed2026-05-07
EFA
-0.05%ISHARES TR
Shares85.0K
Event2026-03-31
Filed2026-05-07
AMD
0.66%ADVANCED MICRO DEVICES INC
Shares39.4K
Event2026-03-31
Filed2026-05-07
VCIT
0.15%VANGUARD SCOTTSDALE FDS
Shares93.1K
Event2026-03-31
Filed2026-05-07
IEMG
51.69%ISHARES INC
Shares103.2K
Event2026-03-31
Filed2026-05-07
VANGUARD INDEX FDS
1.49%VANGUARD INDEX FDS
Shares11.8K
Event2026-03-31
Filed2026-05-07
VWO
24.86%VANGUARD INTL EQUITY INDEX F
Shares119.2K
Event2026-03-31
Filed2026-05-07
NVDA
1.03%NVIDIA CORPORATION
Shares35.7K
Event2026-03-31
Filed2026-05-07
ALPHABET INC
-26.01%ALPHABET INC
Shares20.7K
Event2026-03-31
Filed2026-05-07
AMZN
9.00%AMAZON COM INC
Shares28.2K
Event2026-03-31
Filed2026-05-07
V
0.59%VISA INC
Shares17.2K
Event2026-03-31
Filed2026-05-07
VNQ
-2.37%VANGUARD INDEX FDS
Shares58.7K
Event2026-03-31
Filed2026-05-07
TSLA
-65.47%TESLA INC
Shares13.6K
Event2026-03-31
Filed2026-05-07
VTI
5.38%VANGUARD INDEX FDS
Shares15.2K
Event2026-03-31
Filed2026-05-07
EQT CORP
0.02%EQT CORP
Shares75.1K
Event2026-03-31
Filed2026-05-07
XOM
7.14%EXXON MOBIL CORP
Shares24.8K
Event2026-03-31
Filed2026-05-07
NFLX
1.26%NETFLIX INC.
Shares43.4K
Event2026-03-31
Filed2026-05-07
JPM
1.01%JPMORGAN CHASE & CO
Shares12.7K
Event2026-03-31
Filed2026-05-07
EXE
251.26%EXPAND ENERGY CORPORATION
Shares33.1K
Event2026-03-31
Filed2026-05-07
JAAA
539.35%JANUS DETROIT STR TR
Shares69.7K
Event2026-03-31
Filed2026-05-07
META
3.63%META PLATFORMS INC
Shares6.1K
Event2026-03-31
Filed2026-05-07
RGLD
0.00%ROYAL GOLD INC
Shares12.5K
Event2026-03-31
Filed2026-05-07
SCHD
6.42%SCHWAB STRATEGIC TR
Shares103.5K
Event2026-03-31
Filed2026-05-07
JPST
-8.67%J P MORGAN EXCHANGE TRADED F
Shares62.2K
Event2026-03-31
Filed2026-05-07
SCZ
2.66%ISHARES TR
Shares38.1K
Event2026-03-31
Filed2026-05-07
IWF
-2.20%ISHARES TR
Shares6.7K
Event2026-03-31
Filed2026-05-07
ORCL
184.09%ORACLE CORP
Shares18.2K
Event2026-03-31
Filed2026-05-07
SUB
0.00%ISHARES TR
Shares23.4K
Event2026-03-31
Filed2026-05-07
JEPI
10.99%J P MORGAN EXCHANGE TRADED F
Shares42.6K
Event2026-03-31
Filed2026-05-07
VIG
3.17%VANGUARD SPECIALIZED FUNDS
Shares10.6K
Event2026-03-31
Filed2026-05-07
ARISTA NETWORKS INC
0.46%ARISTA NETWORKS INC
Shares18.4K
Event2026-03-31
Filed2026-05-07
GLD
2.40%SPDR GOLD TR
Shares5.2K
Event2026-03-31
Filed2026-05-07
DGRO
13.64%ISHARES TR
Shares31.1K
Event2026-03-31
Filed2026-05-07
BROADCOM INC
3.41%BROADCOM INC
Shares6.6K
Event2026-03-31
Filed2026-05-07
EEM
-0.04%ISHARES TR
Shares35.9K
Event2026-03-31
Filed2026-05-07
VEA
2.98%VANGUARD TAX-MANAGED FDS
Shares31.8K
Event2026-03-31
Filed2026-05-07
MCO
-9.36%MOODYS CORP
Shares4.6K
Event2026-03-31
Filed2026-05-07
DMAX
100.20%ISHARES TR
Shares75.7K
Event2026-03-31
Filed2026-05-07
PFF
-0.43%ISHARES TR
Shares64.6K
Event2026-03-31
Filed2026-05-07
COST
4.26%COSTCO WHOLESALE CORPORATION
Shares1.9K
Event2026-03-31
Filed2026-05-07
XLK
-0.43%SELECT SECTOR SPDR TR
Shares13.7K
Event2026-03-31
Filed2026-05-07
MA
1.36%MASTERCARD INCORPORATED
Shares3.4K
Event2026-03-31
Filed2026-05-07
AXP
0.55%AMERICAN EXPRESS CO
Shares5.7K
Event2026-03-31
Filed2026-05-07
MMAX
0.00%ISHARES TR
Shares61.7K
Event2026-03-31
Filed2026-05-07
IDA
0.00%IDACORP INC
Shares10.4K
Event2026-03-31
Filed2026-05-07
IVW
19.43%ISHARES TR
Shares13.0K
Event2026-03-31
Filed2026-05-07
VO
2.63%VANGUARD INDEX FDS
Shares5.0K
Event2026-03-31
Filed2026-05-07
SHEL
-0.15%SHELL PLC
Shares14.1K
Event2026-03-31
Filed2026-05-07
TJX
-39.38%TJX COS INC NEW
Shares8.1K
Event2026-03-31
Filed2026-05-07
MERCK & CO INC
1.46%MERCK & CO INC
Shares9.8K
Event2026-03-31
Filed2026-05-07
RWAY
0.00%RUNWAY GROWTH FINANCE CORP
Shares172.0K
Event2026-03-31
Filed2026-05-07
SCHX
1.06%SCHWAB STRATEGIC TR
Shares45.9K
Event2026-03-31
Filed2026-05-07
PG
1.69%PROCTER & GAMBLE CO
Shares8.1K
Event2026-03-31
Filed2026-05-07
CAT
1.24%CATERPILLAR INC
Shares1.6K
Event2026-03-31
Filed2026-05-07
IBM
0.34%INTERNATIONAL BUSINESS MACHS
Shares4.7K
Event2026-03-31
Filed2026-05-07
WMT
1.35%WALMART INC
Shares8.8K
Event2026-03-31
Filed2026-05-07
APH
1.77%AMPHENOL CORP
Shares8.6K
Event2026-03-31
Filed2026-05-07
GSAT
0.00%GLOBALSTAR INC
Shares16.3K
Event2026-03-31
Filed2026-05-07
RTX
-2.12%RTX CORPORATION
Shares5.5K
Event2026-03-31
Filed2026-05-07
SMAX
0.00%ISHARES TR
Shares38.1K
Event2026-03-31
Filed2026-05-07
MAXJ
0.00%ISHARES TR
Shares36.3K
Event2026-03-31
Filed2026-05-07
SHOP
-0.52%SHOPIFY INC
Shares8.6K
Event2026-03-31
Filed2026-05-07
BAC
1.51%BANK AMERICA CORP
Shares20.0K
Event2026-03-31
Filed2026-05-07
INVESCO EXCHANGE TRADED FD T
47.47%INVESCO EXCHANGE TRADED FD T
Shares5.0K
Event2026-03-31
Filed2026-05-07
AMAT
4.70%APPLIED MATLS INC
Shares2.8K
Event2026-03-31
Filed2026-05-07
AN
0.00%AUTONATION INC
Shares4.8K
Event2026-03-31
Filed2026-05-07
TSM
333.06%TAIWAN SEMICONDUCTOR MANUFAC
Shares2.6K
Event2026-03-31
Filed2026-05-07
VXF
0.00%VANGUARD INDEX FDS
Shares4.2K
Event2026-03-31
Filed2026-05-07
GE AEROSPACE
2.84%GE AEROSPACE
Shares2.9K
Event2026-03-31
Filed2026-05-07
LLY
4.01%ELI LILLY & CO
Shares882
Event2026-03-31
Filed2026-05-07
BLACKSTONE INC
4.45%BLACKSTONE INC
Shares6.9K
Event2026-03-31
Filed2026-05-07
EMB
6.13%ISHARES TR
Shares8.4K
Event2026-03-31
Filed2026-05-07
SU
0.00%SUNCOR ENERGY INC NEW
Shares11.9K
Event2026-03-31
Filed2026-05-07
SCHB
-3.12%SCHWAB STRATEGIC TR
Shares29.0K
Event2026-03-31
Filed2026-05-07
INTC
0.43%INTEL CORP
Shares16.4K
Event2026-03-31
Filed2026-05-07
MLM
0.00%MARTIN MARIETTA MATLS INC
Shares1.2K
Event2026-03-31
Filed2026-05-07
PM
1.95%PHILIP MORRIS INTL INC
Shares4.3K
Event2026-03-31
Filed2026-05-07
DUKE ENERGY CORP NEW
1.13%DUKE ENERGY CORP NEW
Shares5.4K
Event2026-03-31
Filed2026-05-07
JNJ
1.31%JOHNSON & JOHNSON
Shares2.9K
Event2026-03-31
Filed2026-05-07
IBKR
0.39%INTERACTIVE BROKERS GROUP IN
Shares10.2K
Event2026-03-31
Filed2026-05-07
JEPQ
29.35%J P MORGAN EXCHANGE TRADED F
Shares12.0K
Event2026-03-31
Filed2026-05-07
HD
-47.30%HOME DEPOT INC
Shares2.0K
Event2026-03-31
Filed2026-05-07
IWB
0.00%ISHARES TR
Shares1.8K
Event2026-03-31
Filed2026-05-07
BKNG
-0.65%BOOKING HOLDINGS INC
Shares152
Event2026-03-31
Filed2026-05-07
BA
1.01%BOEING CO
Shares3.2K
Event2026-03-31
Filed2026-05-07
AMP
0.00%AMERIPRISE FINL INC
Shares1.4K
Event2026-03-31
Filed2026-05-07
EWJ
0.00%ISHARES INC
Shares7.3K
Event2026-03-31
Filed2026-05-07
HG
0.00%HAMILTON INSURANCE GROUP LTD
Shares20.2K
Event2026-03-31
Filed2026-05-07
AGG
-1.82%ISHARES TR
Shares6.0K
Event2026-03-31
Filed2026-05-07
MCD
-1.40%MCDONALDS CORP
Shares1.9K
Event2026-03-31
Filed2026-05-07
ABBV
3.35%ABBVIE INC
Shares2.7K
Event2026-03-31
Filed2026-05-07
IVE
11.78%ISHARES TR
Shares2.7K
Event2026-03-31
Filed2026-05-07
SCHF
4.29%SCHWAB STRATEGIC TR
Shares22.7K
Event2026-03-31
Filed2026-05-07
SCHK
1.71%SCHWAB STRATEGIC TR
Shares17.8K
Event2026-03-31
Filed2026-05-07
XLV
-0.55%SELECT SECTOR SPDR TR
Shares3.8K
Event2026-03-31
Filed2026-05-07
SGOV
515.57%ISHARES TR
Shares5.5K
Event2026-03-31
Filed2026-05-07
VUG
-24.51%VANGUARD INDEX FDS
Shares1.2K
Event2026-03-31
Filed2026-05-07
NAUT
0.00%NAUTILUS BIOTECHNOLOGY INC
Shares136.1K
Event2026-03-31
Filed2026-05-07
BBEU
0.00%J P MORGAN EXCHANGE TRADED F
Shares7.2K
Event2026-03-31
Filed2026-05-07
IEI
0.59%ISHARES TR
Shares4.3K
Event2026-03-31
Filed2026-05-07
WEC ENERGY GROUP INC
0.67%WEC ENERGY GROUP INC
Shares4.4K
Event2026-03-31
Filed2026-05-07
QUAL
-0.68%ISHARES TR
Shares2.6K
Event2026-03-31
Filed2026-05-07
ITOT
0.23%ISHARES TR
Shares3.5K
Event2026-03-31
Filed2026-05-07
SDY
-0.59%SPDR SERIES TRUST
Shares3.3K
Event2026-03-31
Filed2026-05-07
MMM
0.92%3M CO
Shares3.3K
Event2026-03-31
Filed2026-05-07
BMY
0.75%BRISTOL-MYERS SQUIBB CO
Shares7.8K
Event2026-03-31
Filed2026-05-07
AMGN
2.30%AMGEN INC
Shares1.3K
Event2026-03-31
Filed2026-05-07
EMXC
741.94%ISHARES INC
Shares5.9K
Event2026-03-31
Filed2026-05-07
MCK
0.19%MCKESSON CORP
Shares530
Event2026-03-31
Filed2026-05-07
CGUS
-3.32%CAPITAL GROUP CORE EQUITY ET
Shares11.9K
Event2026-03-31
Filed2026-05-07
LOW
1.22%LOWES COS INC
Shares1.9K
Event2026-03-31
Filed2026-05-07
IWV
-0.33%ISHARES TR
Shares1.2K
Event2026-03-31
Filed2026-05-07
IJK
0.00%ISHARES TR
Shares4.5K
Event2026-03-31
Filed2026-05-07
GEV
3.25%GE VERNOVA INC
Shares509
Event2026-03-31
Filed2026-05-07
GIS
-0.20%GENERAL MILLS INC
Shares11.8K
Event2026-03-31
Filed2026-05-07
TXN
0.71%TEXAS INSTRS INC
Shares2.3K
Event2026-03-31
Filed2026-05-07
DIA
-0.63%STATE STR SPDR DOW JONES IND
Shares941
Event2026-03-31
Filed2026-05-07
TMO
0.23%THERMO FISHER SCIENTIFIC INC
Shares858
Event2026-03-31
Filed2026-05-07
ALL
0.54%ALLSTATE CORP
Shares2.0K
Event2026-03-31
Filed2026-05-07
IWD
0.00%ISHARES TR
Shares1.9K
Event2026-03-31
Filed2026-05-07
BP
0.21%BP PLC
Shares8.5K
Event2026-03-31
Filed2026-05-07
SHW
-46.48%SHERWIN WILLIAMS CO
Shares1.2K
Event2026-03-31
Filed2026-05-07
NWE
1.04%NORTHWESTERN ENERGY GROUP IN
Shares5.9K
Event2026-03-31
Filed2026-05-07
GS
1.78%GOLDMAN SACHS GROUP INC
Shares458
Event2026-03-31
Filed2026-05-07
MU
2.15%MICRON TECHNOLOGY INC
Shares1.1K
Event2026-03-31
Filed2026-05-07
PLTR
5.80%PALANTIR TECHNOLOGIES INC
Shares2.6K
Event2026-03-31
Filed2026-05-07
XLE
71.59%SELECT SECTOR SPDR TR
Shares6.2K
Event2026-03-31
Filed2026-05-07
PANW
5.62%PALO ALTO NETWORKS INC
Shares2.4K
Event2026-03-31
Filed2026-05-07
EPI
37.59%WISDOMTREE TR
Shares9.2K
Event2026-03-31
Filed2026-05-07
LINDE PLC
2.17%LINDE PLC
Shares752
Event2026-03-31
Filed2026-05-07
MS
0.94%MORGAN STANLEY
Shares2.3K
Event2026-03-31
Filed2026-05-07
CMI
3.85%CUMMINS INC
Shares675
Event2026-03-31
Filed2026-05-07
APP
1.90%APPLOVIN CORP
Shares910
Event2026-03-31
Filed2026-05-07
ENSG
-45.62%ENSIGN GROUP INC
Shares1.8K
Event2026-03-31
Filed2026-05-07
SYK
3.54%STRYKER CORPORATION
Shares1.1K
Event2026-03-31
Filed2026-05-07
XLF
-2.66%SELECT SECTOR SPDR TR
Shares7.2K
Event2026-03-31
Filed2026-05-07
IWR
0.00%ISHARES TR
Shares3.5K
Event2026-03-31
Filed2026-05-07
PFE
0.27%PFIZER INC
Shares12.3K
Event2026-03-31
Filed2026-05-07
HON
3.09%HONEYWELL INTL INC
Shares1.5K
Event2026-03-31
Filed2026-05-07
CITIGROUP INC
-0.60%CITIGROUP INC
Shares3.0K
Event2026-03-31
Filed2026-05-07
NEE
2.66%NEXTERA ENERGY INC
Shares3.6K
Event2026-03-31
Filed2026-05-07
PAVE
0.00%GLOBAL X FDS
Shares6.5K
Event2026-03-31
Filed2026-05-07
IBIT
2.05%ISHARES BITCOIN TRUST ETF
Shares8.3K
Event2026-03-31
Filed2026-05-07
JEF
0.00%JEFFERIES FINANCIAL GROUP IN
Shares7.5K
Event2026-03-31
Filed2026-05-07
AZO
-2.13%AUTOZONE INC
Shares92
Event2026-03-31
Filed2026-05-07
INDA
NewISHARES TR
Shares6.6K
Event2026-03-31
Filed2026-05-07
SPYM
118.33%SPDR SERIES TRUST
Shares4.0K
Event2026-03-31
Filed2026-05-07
BUFG
0.00%FIRST TR EXCHNG TRADED FD VI
Shares11.1K
Event2026-03-31
Filed2026-05-07
DIS
-1.74%DISNEY WALT CO
Shares3.1K
Event2026-03-31
Filed2026-05-07
OEF
-3.14%ISHARES TR
Shares926
Event2026-03-31
Filed2026-05-07
GDX
0.00%VANECK ETF TRUST
Shares3.2K
Event2026-03-31
Filed2026-05-07
ACWI
0.00%ISHARES TR
Shares2.1K
Event2026-03-31
Filed2026-05-07
CSCO
-10.34%CISCO SYS INC
Shares3.7K
Event2026-03-31
Filed2026-05-07
WM
2.61%WASTE MGMT INC DEL
Shares1.3K
Event2026-03-31
Filed2026-05-07
WFC
4.19%WELLS FARGO & CO
Shares3.6K
Event2026-03-31
Filed2026-05-07
PEP
-5.42%PEPSICO INC
Shares1.8K
Event2026-03-31
Filed2026-05-07
FDX
1.54%FEDEX CORP
Shares789
Event2026-03-31
Filed2026-05-07
IQDF
-31.56%FLEXSHARES TR
Shares8.7K
Event2026-03-31
Filed2026-05-07
CRWD
3.07%CROWDSTRIKE HLDGS INC
Shares705
Event2026-03-31
Filed2026-05-07
PPL
0.21%PPL CORP
Shares7.1K
Event2026-03-31
Filed2026-05-07
ZION
15.97%ZIONS BANCORPORATION NATL AS
Shares4.7K
Event2026-03-31
Filed2026-05-07
EA
0.00%ELECTRONIC ARTS INC
Shares1.3K
Event2026-03-31
Filed2026-05-07
VBR
1.50%VANGUARD INDEX FDS
Shares1.2K
Event2026-03-31
Filed2026-05-07
PNW
0.00%PINNACLE WEST CAP CORP
Shares2.6K
Event2026-03-31
Filed2026-05-07
LMT
2.38%LOCKHEED MARTIN CORP
Shares430
Event2026-03-31
Filed2026-05-07
NUE
-21.68%NUCOR CORP
Shares1.5K
Event2026-03-31
Filed2026-05-07
YUM
-7.37%YUM BRANDS INC
Shares1.6K
Event2026-03-31
Filed2026-05-07
MFC
0.00%MANULIFE FINL CORP
Shares7.2K
Event2026-03-31
Filed2026-05-07
MDB
0.00%MONGODB INC
Shares1.0K
Event2026-03-31
Filed2026-05-07
FNDB
0.00%SCHWAB STRATEGIC TR
Shares8.8K
Event2026-03-31
Filed2026-05-07
CRM
3.11%SALESFORCE INC
Shares1.3K
Event2026-03-31
Filed2026-05-07
VTV
2.61%VANGUARD INDEX FDS
Shares1.2K
Event2026-03-31
Filed2026-05-07
VYM
-2.56%VANGUARD WHITEHALL FDS
Shares1.6K
Event2026-03-31
Filed2026-05-07
CMCSA
2.76%COMCAST CORP NEW
Shares7.9K
Event2026-03-31
Filed2026-05-07
OBDC
64.35%BLUE OWL CAPITAL CORPORATION
Shares20.4K
Event2026-03-31
Filed2026-05-07
SCHG
0.01%SCHWAB STRATEGIC TR
Shares7.7K
Event2026-03-31
Filed2026-05-07
VRTX
-0.79%VERTEX PHARMACEUTICALS INC
Shares500
Event2026-03-31
Filed2026-05-07
SPB
0.00%SPECTRUM BRANDS HOLDINGS INC
Shares3.0K
Event2026-03-31
Filed2026-05-07
INVESCO EXCHANGE TRADED FD T
0.00%INVESCO EXCHANGE TRADED FD T
Shares4.6K
Event2026-03-31
Filed2026-05-07
BKH
0.41%BLACK HILLS CORP
Shares3.2K
Event2026-03-31
Filed2026-05-07
SONY
-0.43%SONY GROUP CORP
Shares10.6K
Event2026-03-31
Filed2026-05-07
IREN
0.00%IREN LIMITED
Shares6.3K
Event2026-03-31
Filed2026-05-07
NSC
1.77%NORFOLK SOUTHN CORP
Shares689
Event2026-03-31
Filed2026-05-07
XLY
0.00%SELECT SECTOR SPDR TR
Shares1.8K
Event2026-03-31
Filed2026-05-07
SHY
3.46%ISHARES TR
Shares2.4K
Event2026-03-31
Filed2026-05-07
J P MORGAN EXCHANGE TRADED F
0.00%J P MORGAN EXCHANGE TRADED F
Shares2.1K
Event2026-03-31
Filed2026-05-07
SPGI
6.67%S&P GLOBAL INC
Shares464
Event2026-03-31
Filed2026-05-07
ISHARES GOLD TR
119.41%ISHARES GOLD TR
Shares2.2K
Event2026-03-31
Filed2026-05-07
IDEV
0.00%ISHARES TR
Shares2.3K
Event2026-03-31
Filed2026-05-07
EATON CORP PLC
5.92%EATON CORP PLC
Shares537
Event2026-03-31
Filed2026-05-07
VT
0.00%VANGUARD INTL EQUITY INDEX F
Shares1.4K
Event2026-03-31
Filed2026-05-07
PDYN
NewPALLADYNE AI CORP
Shares31.1K
Event2026-03-31
Filed2026-05-07
FNDX
0.00%SCHWAB STRATEGIC TR
Shares6.8K
Event2026-03-31
Filed2026-05-07
KR
-0.58%KROGER CO
Shares2.6K
Event2026-03-31
Filed2026-05-07
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares937
Event2026-03-31
Filed2026-05-07
T
-0.55%AT&T INC
Shares6.3K
Event2026-03-31
Filed2026-05-07
PPG
0.00%PPG INDS INC
Shares1.7K
Event2026-03-31
Filed2026-05-07
VZ
7.88%VERIZON COMMUNICATIONS INC
Shares3.4K
Event2026-03-31
Filed2026-05-07
ILCG
0.00%ISHARES TR
Shares1.7K
Event2026-03-31
Filed2026-05-07
NOBL
0.00%PROSHARES TR
Shares1.6K
Event2026-03-31
Filed2026-05-07
GLW
2.12%CORNING INC
Shares1.2K
Event2026-03-31
Filed2026-05-07
ETR
0.42%ENTERGY CORP NEW
Shares1.4K
Event2026-03-31
Filed2026-05-07
HYG
1.00%ISHARES TR
Shares2.0K
Event2026-03-31
Filed2026-05-07
ADPT
0.00%ADAPTIVE BIOTECHNOLOGIES COR
Shares11.5K
Event2026-03-31
Filed2026-05-07
STWD
2.72%STARWOOD PPTY TR INC
Shares9.3K
Event2026-03-31
Filed2026-05-07
W
0.00%WAYFAIR INC
Shares2.1K
Event2026-03-31
Filed2026-05-07
DYNF
0.00%BLACKROCK ETF TRUST
Shares2.7K
Event2026-03-31
Filed2026-05-07
AEP
2.89%AMERICAN ELEC PWR CO INC
Shares1.2K
Event2026-03-31
Filed2026-05-07
JGRO
0.00%J P MORGAN EXCHANGE TRADED F
Shares1.8K
Event2026-03-31
Filed2026-05-07
COP
8.02%CONOCOPHILLIPS
Shares1.1K
Event2026-03-31
Filed2026-05-07
UBER
0.91%UBER TECHNOLOGIES INC
Shares2.1K
Event2026-03-31
Filed2026-05-07
CGXU
0.00%CAPITAL GROUP INTL FOCUS EQT
Shares5.1K
Event2026-03-31
Filed2026-05-07
CMS
0.00%CMS ENERGY CORP
Shares1.9K
Event2026-03-31
Filed2026-05-07
THE CIGNA GROUP
-15.64%THE CIGNA GROUP
Shares550
Event2026-03-31
Filed2026-05-07
DVY
0.63%ISHARES TR
Shares957
Event2026-03-31
Filed2026-05-07
ARTY
0.00%ISHARES TR
Shares3.1K
Event2026-03-31
Filed2026-05-07
ADSK
-0.99%AUTODESK INC
Shares598
Event2026-03-31
Filed2026-05-07
FFIN
0.00%FIRST FINL BANKSHARES INC
Shares4.8K
Event2026-03-31
Filed2026-05-07
WATT
NewENERGOUS CORP
Shares9.0K
Event2026-03-31
Filed2026-05-07
COPX
NewGLOBAL X FDS
Shares1.8K
Event2026-03-31
Filed2026-05-07
QQQE
0.00%DIREXION SHARES ETF TRUST
Shares1.4K
Event2026-03-31
Filed2026-05-07
UNH
0.00%UNITEDHEALTH GROUP INC
Shares500
Event2026-03-31
Filed2026-05-07
TPC
0.00%TUTOR PERINI CORP
Shares1.8K
Event2026-03-31
Filed2026-05-07
SCHE
0.00%SCHWAB STRATEGIC TR
Shares4.1K
Event2026-03-31
Filed2026-05-07
TOST
0.00%TOAST INC
Shares5.0K
Event2026-03-31
Filed2026-05-07
VRT
35.92%VERTIV HOLDINGS CO
Shares526
Event2026-03-31
Filed2026-05-07
NOC
-14.22%NORTHROP GRUMMAN CORP
Shares193
Event2026-03-31
Filed2026-05-07
DBA
NewINVESCO DB MULTI-SECTOR COMM
Shares4.7K
Event2026-03-31
Filed2026-05-07
INVESCO EXCH TRADED FD TR II
0.00%INVESCO EXCH TRADED FD TR II
Shares1.8K
Event2026-03-31
Filed2026-05-07
MINT
-50.70%PIMCO ETF TR
Shares1.3K
Event2026-03-31
Filed2026-05-07
HEI.A
0.00%HEICO CORP NEW
Shares599
Event2026-03-31
Filed2026-05-07
CEG
-0.22%CONSTELLATION ENERGY CORP
Shares452
Event2026-03-31
Filed2026-05-07
MPLX
0.00%MPLX LP
Shares2.2K
Event2026-03-31
Filed2026-05-07
AZZ
0.00%AZZ INC
Shares1.0K
Event2026-03-31
Filed2026-05-07
OTIS
18.80%OTIS WORLDWIDE CORP
Shares1.6K
Event2026-03-31
Filed2026-05-07
SHLD
0.00%GLOBAL X FDS
Shares1.7K
Event2026-03-31
Filed2026-05-07
TT
9.26%TRANE TECHNOLOGIES PLC
Shares295
Event2026-03-31
Filed2026-05-07
BF.A
0.00%BROWN FORMAN CORP
Shares4.6K
Event2026-03-31
Filed2026-05-07
GWW
0.91%WW GRAINGER INC
Shares111
Event2026-03-31
Filed2026-05-07
RBLX
0.91%ROBLOX CORP
Shares2.1K
Event2026-03-31
Filed2026-05-07
GWX
46.66%SPDR INDEX SHS FDS
Shares2.8K
Event2026-03-31
Filed2026-05-07
ENB
0.00%ENBRIDGE INC
Shares2.2K
Event2026-03-31
Filed2026-05-07
ZTS
-0.20%ZOETIS INC
Shares1.0K
Event2026-03-31
Filed2026-05-07
MTUM
0.00%ISHARES TR
Shares493
Event2026-03-31
Filed2026-05-07
PNC
1.79%PNC FINL SVCS GROUP INC
Shares568
Event2026-03-31
Filed2026-05-07
NXPI
0.00%NXP SEMICONDUCTORS N V
Shares600
Event2026-03-31
Filed2026-05-07
VOT
0.00%VANGUARD INDEX FDS
Shares458
Event2026-03-31
Filed2026-05-07
NKE
58.06%NIKE INC
Shares2.2K
Event2026-03-31
Filed2026-05-07
ISRG
7.76%INTUITIVE SURGICAL INC
Shares250
Event2026-03-31
Filed2026-05-07
ATEX
NewANTERIX INC
Shares3.0K
Event2026-03-31
Filed2026-05-07
RWK
0.00%INVESCO EXCH TRADED FD TR II
Shares881
Event2026-03-31
Filed2026-05-07
SOXL
-14.55%DIREXION SHARES ETF TRUST
Shares2.4K
Event2026-03-31
Filed2026-05-07
TRV
2.67%TRAVELERS COMPANIES INC
Shares384
Event2026-03-31
Filed2026-05-07
MBB
0.69%ISHARES TR
Shares1.2K
Event2026-03-31
Filed2026-05-07
FTNT
-1.40%FORTINET INC
Shares1.3K
Event2026-03-31
Filed2026-05-07
SCHW
66.52%SCHWAB CHARLES CORP
Shares1.2K
Event2026-03-31
Filed2026-05-07
GILD
6.84%GILEAD SCIENCES INC
Shares781
Event2026-03-31
Filed2026-05-07
STRL
5.12%STERLING INFRASTRUCTURE INC
Shares267
Event2026-03-31
Filed2026-05-07
CCJ
0.00%CAMECO CORP
Shares1.0K
Event2026-03-31
Filed2026-05-07
SETM
NewSPROTT FDS TR
Shares3.2K
Event2026-03-31
Filed2026-05-07
CTVA
0.24%CORTEVA INC
Shares1.3K
Event2026-03-31
Filed2026-05-07
UNP
5.93%UNION PAC CORP
Shares429
Event2026-03-31
Filed2026-05-07
WAB
3.48%WABTEC
Shares416
Event2026-03-31
Filed2026-05-07
MO
15.49%ALTRIA GROUP INC
Shares1.6K
Event2026-03-31
Filed2026-05-07
IWO
0.00%ISHARES TR
Shares329
Event2026-03-31
Filed2026-05-07
VTEB
-64.37%VANGUARD MUN BD FDS
Shares2.0K
Event2026-03-31
Filed2026-05-07
SYM
0.00%SYMBOTIC INC
Shares1.9K
Event2026-03-31
Filed2026-05-07
D
0.00%DOMINION ENERGY INC
Shares1.6K
Event2026-03-31
Filed2026-05-07
TIP
0.00%ISHARES TR
Shares902
Event2026-03-31
Filed2026-05-07
SUSA
0.00%ISHARES TR
Shares744
Event2026-03-31
Filed2026-05-07
BBAX
0.00%J P MORGAN EXCHANGE TRADED F
Shares1.7K
Event2026-03-31
Filed2026-05-07
EAGG
0.15%ISHARES TR
Shares2.1K
Event2026-03-31
Filed2026-05-07
MOAT
-6.91%VANECK ETF TRUST
Shares1.0K
Event2026-03-31
Filed2026-05-07
NET
4.46%CLOUDFLARE INC
Shares468
Event2026-03-31
Filed2026-05-07
MKL
-5.66%MARKEL GROUP INC
Shares50
Event2026-03-31
Filed2026-05-07
SBUX
-33.19%STARBUCKS CORP
Shares1.1K
Event2026-03-31
Filed2026-05-07
DEO
0.00%DIAGEO PLC
Shares1.3K
Event2026-03-31
Filed2026-05-07
MIDD
0.00%MIDDLEBY CORP
Shares710
Event2026-03-31
Filed2026-05-07
NOODLES & CO
NewNOODLES & CO
Shares11.0K
Event2026-03-31
Filed2026-05-07
APOLLO GLOBAL MGMT INC
4.47%APOLLO GLOBAL MGMT INC
Shares841
Event2026-03-31
Filed2026-05-07
AEHR
NewAEHR TEST SYS
Shares2.5K
Event2026-03-31
Filed2026-05-07
LSF
168.76%LAIRD SUPERFOOD INC
Shares43.0K
Event2026-03-31
Filed2026-05-07
MDLZ
-1.61%MONDELEZ INTL INC
Shares1.6K
Event2026-03-31
Filed2026-05-07
IOO
0.00%ISHARES TR
Shares756
Event2026-03-31
Filed2026-05-07
COWZ
-3.57%PACER FDS TR
Shares1.5K
Event2026-03-31
Filed2026-05-07
ABT
-8.70%ABBOTT LABORATORIES
Shares871
Event2026-03-31
Filed2026-05-07
CARR
3.06%CARRIER GLOBAL CORPORATION
Shares1.6K
Event2026-03-31
Filed2026-05-07
WD
0.00%WALKER & DUNLOP INC
Shares2.0K
Event2026-03-31
Filed2026-05-07
INTU
-71.41%INTUIT
Shares205
Event2026-03-31
Filed2026-05-07
GSBD
NewGOLDMAN SACHS BDC INC
Shares9.9K
Event2026-03-31
Filed2026-05-07
FIX
-5.88%COMFORT SYS USA INC
Shares64
Event2026-03-31
Filed2026-05-07
ADBE
-66.85%ADOBE INC
Shares355
Event2026-03-31
Filed2026-05-07
IYW
0.00%ISHARES TR
Shares474
Event2026-03-31
Filed2026-05-07
GM
2.79%GENERAL MTRS CO
Shares1.1K
Event2026-03-31
Filed2026-05-07
AFL
0.00%AFLAC INC
Shares766
Event2026-03-31
Filed2026-05-07
CL
-8.36%COLGATE PALMOLIVE CO
Shares986
Event2026-03-31
Filed2026-05-07
DHR
7.06%DANAHER CORP DEL
Shares440
Event2026-03-31
Filed2026-05-07
SPYG
-35.95%SPDR SERIES TRUST
Shares850
Event2026-03-31
Filed2026-05-07
MOG.A
13.20%MOOG INC
Shares283
Event2026-03-31
Filed2026-05-07
BOF
92.31%BRANCHOUT FOOD INC
Shares25.0K
Event2026-03-31
Filed2026-05-07
BIP
0.00%BROOKFIELD INFRASTRUCTURE PA
Shares2.3K
Event2026-03-31
Filed2026-05-07
LPTH
0.00%LIGHTPATH TECHNOLOGIES INC
Shares8.0K
Event2026-03-31
Filed2026-05-07
PGX
0.00%INVESCO EXCH TRADED FD TR II
Shares7.3K
Event2026-03-31
Filed2026-05-07
OKTA
NewOKTA INC
Shares1.0K
Event2026-03-31
Filed2026-05-07
UAMY
NewUNITED STATES ANTIMONY CORP
Shares9.0K
Event2026-03-31
Filed2026-05-07
CRCL
NewCIRCLE INTERNET GROUP INC
Shares800
Event2026-03-31
Filed2026-05-07
QSR
0.00%RESTAURANT BRANDS INTL INC
Shares1.0K
Event2026-03-31
Filed2026-05-07
DTE
0.00%DTE ENERGY CO
Shares509
Event2026-03-31
Filed2026-05-07
AIG
-2.48%AMERICAN INTL GROUP INC
Shares985
Event2026-03-31
Filed2026-05-07
BLACKROCK INC
13.24%BLACKROCK INC
Shares77
Event2026-03-31
Filed2026-05-07
DOLPHIN ENTMT INC
233.33%DOLPHIN ENTMT INC
Shares50.0K
Event2026-03-31
Filed2026-05-07
XYZ
67.40%BLOCK INC
Shares1.2K
Event2026-03-31
Filed2026-05-07
DFEM
0.00%DIMENSIONAL ETF TRUST
Shares2.1K
Event2026-03-31
Filed2026-05-07
BNTX
0.00%BIONTECH SE
Shares809
Event2026-03-31
Filed2026-05-07
ITW
-6.85%ILLINOIS TOOL WKS INC
Shares272
Event2026-03-31
Filed2026-05-07
VEU
0.00%VANGUARD INTL EQUITY INDEX F
Shares936
Event2026-03-31
Filed2026-05-07
JBHT
0.00%HUNT J B TRANS SVCS INC
Shares330
Event2026-03-31
Filed2026-05-07
AVY
-0.98%AVERY DENNISON CORP
Shares403
Event2026-03-31
Filed2026-05-07
VLO
1.81%VALERO ENERGY CORP
Shares281
Event2026-03-31
Filed2026-05-07
PERFECT CORP
NewPERFECT CORP
Shares41.0K
Event2026-03-31
Filed2026-05-07
TTC
0.00%TORO CO
Shares738
Event2026-03-31
Filed2026-05-07
VHT
0.00%VANGUARD WORLD FD
Shares250
Event2026-03-31
Filed2026-05-07
BLOK
0.00%AMPLIFY ETF TR
Shares1.4K
Event2026-03-31
Filed2026-05-07
IWN
0.00%ISHARES TR
Shares353
Event2026-03-31
Filed2026-05-07
AVDE
0.00%AMERICAN CENTY ETF TR
Shares788
Event2026-03-31
Filed2026-05-07
KKR & CO INC
343.48%KKR & CO INC
Shares714
Event2026-03-31
Filed2026-05-07
XLU
-13.14%SELECT SECTOR SPDR TR
Shares1.4K
Event2026-03-31
Filed2026-05-07
XLB
0.00%SELECT SECTOR SPDR TR
Shares1.3K
Event2026-03-31
Filed2026-05-07
PLD
14.76%PROLOGIS INC.
Shares482
Event2026-03-31
Filed2026-05-07
DIVI
0.00%FRANKLIN TEMPLETON ETF TR
Shares1.6K
Event2026-03-31
Filed2026-05-07
CSL
0.00%CARLISLE COS INC
Shares188
Event2026-03-31
Filed2026-05-07
IEUR
0.00%ISHARES TR
Shares891
Event2026-03-31
Filed2026-05-07
KO
31.20%COCA COLA CO
Shares820
Event2026-03-31
Filed2026-05-07
GEHC
2.14%GE HEALTHCARE TECHNOLOGIES I
Shares861
Event2026-03-31
Filed2026-05-07
QNITY ELECTRONICS INC
0.00%QNITY ELECTRONICS INC
Shares527
Event2026-03-31
Filed2026-05-07
INVESCO EXCH TRADED FD TR II
0.00%INVESCO EXCH TRADED FD TR II
Shares2.3K
Event2026-03-31
Filed2026-05-07
CME
13.33%CME GROUP INC
Shares204
Event2026-03-31
Filed2026-05-07
JHMM
0.00%JOHN HANCOCK EXCHANGE TRADED
Shares871
Event2026-03-31
Filed2026-05-07
VMC
8.63%VULCAN MATLS CO
Shares214
Event2026-03-31
Filed2026-05-07
ADSE
0.00%ADS TEC ENERGY PLC
Shares5.0K
Event2026-03-31
Filed2026-05-07
XLI
-15.07%SELECT SECTOR SPDR TR
Shares355
Event2026-03-31
Filed2026-05-07
FI
13.10%FISERV INC
Shares984
Event2026-03-31
Filed2026-05-07
IEF
0.00%ISHARES TR
Shares570
Event2026-03-31
Filed2026-05-07
BMO
0.00%BANK MONTREAL MEDIUM
Shares400
Event2026-03-31
Filed2026-05-07
HZO
NewMARINEMAX INC
Shares2.0K
Event2026-03-31
Filed2026-05-07
NVO
1.67%NOVO-NORDISK A S
Shares1.5K
Event2026-03-31
Filed2026-05-07
VYMI
0.00%VANGUARD WHITEHALL FDS
Shares569
Event2026-03-31
Filed2026-05-07
SCHO
0.00%SCHWAB STRATEGIC TR
Shares2.2K
Event2026-03-31
Filed2026-05-07
IRM
3.76%IRON MTN INC DEL
Shares524
Event2026-03-31
Filed2026-05-07
BSV
0.00%VANGUARD BD INDEX FDS
Shares679
Event2026-03-31
Filed2026-05-07
NDSN
0.00%NORDSON CORP
Shares200
Event2026-03-31
Filed2026-05-07
LAM RESEARCH CORP
72.92%LAM RESEARCH CORP
Shares249
Event2026-03-31
Filed2026-05-07
CTRE
0.00%CARETRUST REIT INC
Shares1.4K
Event2026-03-31
Filed2026-05-07
RDVY
-75.04%FIRST TR EXCHANGE TRADED FD
Shares754
Event2026-03-31
Filed2026-05-07
LOPE
0.00%GRAND CANYON ED INC
Shares300
Event2026-03-31
Filed2026-05-07
CCEP
2.01%COCA-COLA EUROPACIFIC PARTNE
Shares559
Event2026-03-31
Filed2026-05-07
CNVS
NewCINEVERSE CORP
Shares21.0K
Event2026-03-31
Filed2026-05-07
SLV
1.82%ISHARES SILVER TR
Shares729
Event2026-03-31
Filed2026-05-07
DUPONT DE NEMOURS INC
-1.22%DUPONT DE NEMOURS INC
Shares1.1K
Event2026-03-31
Filed2026-05-07
ICOP
NewISHARES TR
Shares1.0K
Event2026-03-31
Filed2026-05-07
CTAS
10.51%CINTAS CORP
Shares284
Event2026-03-31
Filed2026-05-07
SPHQ
0.00%INVESCO EXCHANGE TRADED FD T
Shares628
Event2026-03-31
Filed2026-05-07
SPMD
40.45%SPDR SERIES TRUST
Shares750
Event2026-03-31
Filed2026-05-07
KLAC
3.45%KLA CORP
Shares30
Event2026-03-31
Filed2026-05-07
OPTX
NewSYNTEC OPTICS HLDGS INC
Shares6.0K
Event2026-03-31
Filed2026-05-07
SPYV
-42.08%SPDR SERIES TRUST
Shares739
Event2026-03-31
Filed2026-05-07
DAL
0.64%DELTA AIR LINES INC
Shares625
Event2026-03-31
Filed2026-05-07
ALSN
-49.86%ALLISON TRANSMISSION HLDGS I
Shares354
Event2026-03-31
Filed2026-05-07
CNI
0.00%CANADIAN NATL RY CO
Shares400
Event2026-03-31
Filed2026-05-07
CRH PLC
8.06%CRH PLC
Shares389
Event2026-03-31
Filed2026-05-07
NRDY
233.33%NERDY INC
Shares50.0K
Event2026-03-31
Filed2026-05-07
XLC
-19.91%SELECT SECTOR SPDR TR
Shares366
Event2026-03-31
Filed2026-05-07
OPTXW
NewSYNTEC OPTICS HLDGS INC
Shares37.0K
Event2026-03-31
Filed2026-05-07
DFIP
0.00%DIMENSIONAL ETF TRUST
Shares945
Event2026-03-31
Filed2026-05-07
HWM
35.71%HOWMET AEROSPACE INC
Shares171
Event2026-03-31
Filed2026-05-07
DOMO
0.00%DOMO INC
Shares12.8K
Event2026-03-31
Filed2026-05-07
ETFS GOLD TR
-12.90%ETFS GOLD TR
Shares864
Event2026-03-31
Filed2026-05-07
DEFINIUM THERAPEUTICS INC
NewDEFINIUM THERAPEUTICS INC
Shares2.0K
Event2026-03-31
Filed2026-05-07
PTC
-4.33%PTC INC
Shares265
Event2026-03-31
Filed2026-05-07
IPGP
0.00%IPG PHOTONICS CORP
Shares325
Event2026-03-31
Filed2026-05-07
CPRT
-43.38%COPART INC
Shares1.1K
Event2026-03-31
Filed2026-05-07
MRNA
0.00%MODERNA INC
Shares726
Event2026-03-31
Filed2026-05-07
FBIN
0.00%FORTUNE BRANDS INNOVATIONS I
Shares934
Event2026-03-31
Filed2026-05-07
LGND
27.46%LIGAND PHARMACEUTICALS INC
Shares181
Event2026-03-31
Filed2026-05-07
CRWV
3.33%COREWEAVE INC
Shares465
Event2026-03-31
Filed2026-05-07
AVDV
0.00%AMERICAN CENTY ETF TR
Shares360
Event2026-03-31
Filed2026-05-07
AER
-29.92%AERCAP HOLDINGS NV
Shares260
Event2026-03-31
Filed2026-05-07
SFM
0.00%SPROUTS FMRS MKT INC
Shares457
Event2026-03-31
Filed2026-05-07
ACCENTURE PLC IRELAND
17.33%ACCENTURE PLC IRELAND
Shares176
Event2026-03-31
Filed2026-05-07
EXPE
0.00%EXPEDIA GROUP INC
Shares151
Event2026-03-31
Filed2026-05-07
PWR
36.96%QUANTA SVCS INC
Shares63
Event2026-03-31
Filed2026-05-07
CDZI
NewCADIZ INC
Shares7.0K
Event2026-03-31
Filed2026-05-07
CVNA
31.33%CARVANA CO
Shares109
Event2026-03-31
Filed2026-05-07
DTM
0.00%DT MIDSTREAM INC
Shares254
Event2026-03-31
Filed2026-05-07
MEDTRONIC PLC
29.61%MEDTRONIC PLC
Shares394
Event2026-03-31
Filed2026-05-07
FOUR
-40.76%SHIFT4 PMTS INC
Shares779
Event2026-03-31
Filed2026-05-07
VDC
0.00%VANGUARD WORLD FD
Shares150
Event2026-03-31
Filed2026-05-07
WMB
16.50%WILLIAMS COS INC
Shares459
Event2026-03-31
Filed2026-05-07
CMF
-33.71%ISHARES TR
Shares580
Event2026-03-31
Filed2026-05-07
NEWT
50.00%NEWTEKONE INC
Shares3.0K
Event2026-03-31
Filed2026-05-07
NVMI
25.00%NOVA LTD
Shares75
Event2026-03-31
Filed2026-05-07
FNDF
0.00%SCHWAB STRATEGIC TR
Shares661
Event2026-03-31
Filed2026-05-07
PRIM
37.80%PRIMORIS SVCS CORP
Shares226
Event2026-03-31
Filed2026-05-07
CFG
2.29%CITIZENS FINL GROUP INC
Shares537
Event2026-03-31
Filed2026-05-07
BK
72.61%BANK NEW YORK MELLON CORP
Shares271
Event2026-03-31
Filed2026-05-07
IDCC
45.21%INTERDIGITAL INC
Shares106
Event2026-03-31
Filed2026-05-07
VRSN
-0.78%VERISIGN INC
Shares128
Event2026-03-31
Filed2026-05-07
MPC
-7.14%MARATHON PETE CORP
Shares130
Event2026-03-31
Filed2026-05-07
BIRCHTECH CORP
NewBIRCHTECH CORP
Shares16.6K
Event2026-03-31
Filed2026-05-07
VGIT
0.00%VANGUARD SCOTTSDALE FDS
Shares529
Event2026-03-31
Filed2026-05-07
NVS
0.00%NOVARTIS AG
Shares206
Event2026-03-31
Filed2026-05-07
F
2.38%FORD MTR CO
Shares2.7K
Event2026-03-31
Filed2026-05-07
SNOW
21.05%SNOWFLAKE INC
Shares207
Event2026-03-31
Filed2026-05-07
LITE
NewLUMENTUM HLDGS INC
Shares44
Event2026-03-31
Filed2026-05-07
SCHH
0.00%SCHWAB STRATEGIC TR
Shares1.4K
Event2026-03-31
Filed2026-05-07
BSX
14.05%BOSTON SCIENTIFIC CORP
Shares479
Event2026-03-31
Filed2026-05-07
XLP
-14.05%SELECT SECTOR SPDR TR
Shares361
Event2026-03-31
Filed2026-05-07
RIOT
0.00%RIOT PLATFORMS INC
Shares2.4K
Event2026-03-31
Filed2026-05-07
XBI
53.33%SPDR SERIES TRUST
Shares230
Event2026-03-31
Filed2026-05-07
ROL
0.00%ROLLINS INC
Shares545
Event2026-03-31
Filed2026-05-07
ASTS
0.00%AST SPACEMOBILE INC
Shares347
Event2026-03-31
Filed2026-05-07
SMH
-6.25%VANECK ETF TRUST
Shares75
Event2026-03-31
Filed2026-05-07
DE
0.00%DEERE & CO
Shares51
Event2026-03-31
Filed2026-05-07
SPOT
-1.67%SPOTIFY TECHNOLOGY S A
Shares59
Event2026-03-31
Filed2026-05-07
XBP GLOBAL HOLDINGS INC
NewXBP GLOBAL HOLDINGS INC
Shares6.5K
Event2026-03-31
Filed2026-05-07
HOOD
2640.00%ROBINHOOD MKTS INC
Shares411
Event2026-03-31
Filed2026-05-07
NI
0.00%NISOURCE INC
Shares609
Event2026-03-31
Filed2026-05-07
BINC
0.94%BLACKROCK ETF TRUST II
Shares535
Event2026-03-31
Filed2026-05-07
HAS
0.00%HASBRO INC
Shares294
Event2026-03-31
Filed2026-05-07
IR
0.00%INGERSOLL RAND INC
Shares343
Event2026-03-31
Filed2026-05-07
DHI
12.99%D R HORTON INC
Shares200
Event2026-03-31
Filed2026-05-07
TAP
0.00%MOLSON COORS BEVERAGE CO
Shares637
Event2026-03-31
Filed2026-05-07
BF.B
-12.82%BROWN FORMAN CORP
Shares1.0K
Event2026-03-31
Filed2026-05-07
NPO
45.33%ENPRO INC
Shares109
Event2026-03-31
Filed2026-05-07
SIXG
0.00%ETF SER SOLUTIONS
Shares400
Event2026-03-31
Filed2026-05-07
SOLSTICE ADVANCED MATLS INC
-0.84%SOLSTICE ADVANCED MATLS INC
Shares356
Event2026-03-31
Filed2026-05-07
ENTG
-56.90%ENTEGRIS INC
Shares231
Event2026-03-31
Filed2026-05-07
WIX
46.34%WIX COM LTD
Shares300
Event2026-03-31
Filed2026-05-07
CB
-9.89%CHUBB LTD SWITZ
Shares82
Event2026-03-31
Filed2026-05-07
BOOT
23.13%BOOT BARN HLDGS INC
Shares181
Event2026-03-31
Filed2026-05-07
XT
0.00%ISHARES TR
Shares385
Event2026-03-31
Filed2026-05-07
WTW
-4.26%WILLIS TOWERS WATSON PLC LTD
Shares90
Event2026-03-31
Filed2026-05-07
ULTA
0.00%ULTA BEAUTY INC
Shares50
Event2026-03-31
Filed2026-05-07
DIVO
0.00%AMPLIFY ETF TR
Shares581
Event2026-03-31
Filed2026-05-07
APTIV PLC
0.00%APTIV PLC
Shares373
Event2026-03-31
Filed2026-05-07
BIDD
0.00%BLACKROCK ETF TRUST
Shares910
Event2026-03-31
Filed2026-05-07
COMT
0.00%ISHARES U S ETF TR
Shares760
Event2026-03-31
Filed2026-05-07
GOVT
-36.83%ISHARES TR
Shares1.1K
Event2026-03-31
Filed2026-05-07
GDDY
1.00%GODADDY INC
Shares302
Event2026-03-31
Filed2026-05-07
HSY
0.00%HERSHEY CO
Shares120
Event2026-03-31
Filed2026-05-07
VSS
0.00%VANGUARD INTL EQUITY INDEX F
Shares171
Event2026-03-31
Filed2026-05-07
OXY
0.00%OCCIDENTAL PETE CORP
Shares381
Event2026-03-31
Filed2026-05-07
VGK
0.33%VANGUARD INTL EQUITY INDEX F
Shares300
Event2026-03-31
Filed2026-05-07
DASH
-72.94%DOORDASH INC
Shares164
Event2026-03-31
Filed2026-05-07
AWI
0.00%ARMSTRONG WORLD INDS INC NEW
Shares147
Event2026-03-31
Filed2026-05-07
MCHP
4.82%MICROCHIP TECHNOLOGY INC.
Shares370
Event2026-03-31
Filed2026-05-07
AKAM
0.00%AKAMAI TECHNOLOGIES INC
Shares208
Event2026-03-31
Filed2026-05-07
AVAV
26.21%AEROVIRONMENT INC
Shares130
Event2026-03-31
Filed2026-05-07
PGR
39.53%PROGRESSIVE CORP
Shares120
Event2026-03-31
Filed2026-05-07
STM
0.00%STMICROELECTRONICS N V
Shares688
Event2026-03-31
Filed2026-05-07
TPYP
0.00%TORTOISE CAPITAL SERIES TRUS
Shares561
Event2026-03-31
Filed2026-05-07
POST
0.00%POST HLDGS INC
Shares240
Event2026-03-31
Filed2026-05-07
MC
0.00%MOELIS & CO
Shares415
Event2026-03-31
Filed2026-05-07
RMBS
21.88%RAMBUS INC DEL
Shares273
Event2026-03-31
Filed2026-05-07
VLUE
0.00%ISHARES TR
Shares165
Event2026-03-31
Filed2026-05-07
ABCB
45.37%AMERIS BANCORP
Shares298
Event2026-03-31
Filed2026-05-07
VCSH
-3.96%VANGUARD SCOTTSDALE FDS
Shares291
Event2026-03-31
Filed2026-05-07
WRB
0.00%BERKLEY W R CORP
Shares348
Event2026-03-31
Filed2026-05-07
DMLP
16.74%DORCHESTER MINERALS L P
Shares851
Event2026-03-31
Filed2026-05-07
AGNC
90.12%AGNC INVT CORP
Shares2.3K
Event2026-03-31
Filed2026-05-07
FXI
-55.56%ISHARES TR
Shares640
Event2026-03-31
Filed2026-05-07
LMAT
46.15%LEMAITRE VASCULAR INC
Shares209
Event2026-03-31
Filed2026-05-07
IUSB
0.00%ISHARES TR
Shares491
Event2026-03-31
Filed2026-05-07
CDNS
58.82%CADENCE DESIGN SYSTEM INC
Shares81
Event2026-03-31
Filed2026-05-07
CALX
39.57%CALIX INC
Shares455
Event2026-03-31
Filed2026-05-07
QCOM
47.01%QUALCOMM INC
Shares172
Event2026-03-31
Filed2026-05-07
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available