The Analysis of Cyndeo Wealth Partners, LLC's Holdings & P&L


Currently, Cyndeo Wealth Partners, LLC holds 478 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in XOM (+72.6K shares, valued at $12.3M), PFE (+415.6K shares, valued at $11.7M), CVX (+53.7K shares, valued at $11.1M); decreased their positions in PSLV (-511.7K shares, valued at $12.5M), JNJ (-48.7K shares, valued at $11.9M), WMB (-144.3K shares, valued at $10.5M); initiated new positions in KHC (+404.7K shares, valued at $9.1M), CLX (+79.3K shares, valued at $8.2M), APH (+33.8K shares, valued at $4.3M).


1M P&L
+18.5M+1.07%
3M P&L
-62.3M-3.45%
HY P&L
-10.1M-0.57%

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/A695.9M
41.1%
2Software - Infrastructure105.5M
6.2%
3Semiconductors101.4M
6.0%

Top Industries by Stock Count

1N/A231 stocks
51.8%
2Software - Application13 stocks
2.9%
3Semiconductors9 stocks
2.0%
Stock Holdings
MSFT
MICROSOFT CORP
12.92%
Shares192.6K
Event2026-03-31
Filed2026-04-13
AAPL
APPLE INC
7.69%
Shares225.8K
Event2026-03-31
Filed2026-04-13
NVDA
NVIDIA CORPORATION
8.69%
Shares315.1K
Event2026-03-31
Filed2026-04-13
BROADCOM INC
BROADCOM INC
-6.58%
Shares170.0K
Event2026-03-31
Filed2026-04-13
AMZN
AMAZON COM INC
-6.32%
Shares195.2K
Event2026-03-31
Filed2026-04-13
FTGC
FIRST TR EXCHANGE TRAD FD VI
19.87%
Shares1.1M
Event2026-03-31
Filed2026-04-13
ABBV
ABBVIE INC
3.80%
Shares136.9K
Event2026-03-31
Filed2026-04-13
FBND
FIDELITY MERRIMACK STR TR
17.14%
Shares645.3K
Event2026-03-31
Filed2026-04-13
ALPHABET INC
ALPHABET INC
-0.82%
Shares101.3K
Event2026-03-31
Filed2026-04-13
XOM
EXXON MOBIL CORP
91.60%
Shares151.8K
Event2026-03-31
Filed2026-04-13
VB
VANGUARD INDEX FDS
4.68%
Shares97.0K
Event2026-03-31
Filed2026-04-13
FTCB
FIRST TR EXCHANGE-TRADED FD
23.06%
Shares1.2M
Event2026-03-31
Filed2026-04-13
JPM
JPMORGAN CHASE & CO.
-19.26%
Shares77.5K
Event2026-03-31
Filed2026-04-13
ISHARES GOLD TR
ISHARES GOLD TR
-6.71%
Shares247.8K
Event2026-03-31
Filed2026-04-13
UCON
FIRST TR EXCHNG TRADED FD VI
8.56%
Shares839.9K
Event2026-03-31
Filed2026-04-13
IGIB
ISHARES TR
7.54%
Shares385.1K
Event2026-03-31
Filed2026-04-13
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-21.40%
Shares60.3K
Event2026-03-31
Filed2026-04-13
YLD
PRINCIPAL EXCHANGE TRADED FD
10.18%
Shares1.1M
Event2026-03-31
Filed2026-04-13
GSY
INVESCO ACTIVELY MANAGED EXC
10.32%
Shares403.4K
Event2026-03-31
Filed2026-04-13
FTSL
FIRST TR EXCHANGE-TRADED FD
10.87%
Shares447.8K
Event2026-03-31
Filed2026-04-13
PHYS
SPROTT PHYSICAL GOLD TR
-19.15%
Shares563.1K
Event2026-03-31
Filed2026-04-13
JNJ
JOHNSON & JOHNSON
-37.44%
Shares81.3K
Event2026-03-31
Filed2026-04-13
META
META PLATFORMS INC
4.70%
Shares33.3K
Event2026-03-31
Filed2026-04-13
TJX
TJX COS INC NEW
12.09%
Shares112.7K
Event2026-03-31
Filed2026-04-13
VUG
VANGUARD INDEX FDS
2.68%
Shares38.5K
Event2026-03-31
Filed2026-04-13
ORCL
ORACLE CORP
12.36%
Shares114.4K
Event2026-03-31
Filed2026-04-13
ABT
ABBOTT LABS
1.80%
Shares162.9K
Event2026-03-31
Filed2026-04-13
LLY
ELI LILLY & CO
20.28%
Shares18.0K
Event2026-03-31
Filed2026-04-13
IVV
ISHARES TR
1.81%
Shares24.6K
Event2026-03-31
Filed2026-04-13
RTX
RTX CORPORATION
33.19%
Shares78.9K
Event2026-03-31
Filed2026-04-13
HD
HOME DEPOT INC
-0.75%
Shares45.6K
Event2026-03-31
Filed2026-04-13
PFE
PFIZER INC
410.81%
Shares516.8K
Event2026-03-31
Filed2026-04-13
CVX
CHEVRON CORP NEW
376.76%
Shares67.9K
Event2026-03-31
Filed2026-04-13
URA
GLOBAL X FDS
-29.96%
Shares289.4K
Event2026-03-31
Filed2026-04-13
SPY
SPDR S&P 500 ETF TR
-2.69%
Shares21.4K
Event2026-03-31
Filed2026-04-13
ARKB
ARK 21SHARES BITCOIN ETF
46.44%
Shares605.9K
Event2026-03-31
Filed2026-04-13
JFR
NUVEEN FLOATING RATE INCOME
17.32%
Shares1.8M
Event2026-03-31
Filed2026-04-13
PSLV
SPROTT PHYSICAL SILVER TR
-48.42%
Shares545.0K
Event2026-03-31
Filed2026-04-13
MO
ALTRIA GROUP INC
0.20%
Shares196.3K
Event2026-03-31
Filed2026-04-13
VZ
VERIZON COMMUNICATIONS INC
2.01%
Shares254.6K
Event2026-03-31
Filed2026-04-13
MERCK & CO INC
MERCK & CO INC
-15.10%
Shares104.5K
Event2026-03-31
Filed2026-04-13
NEE
NEXTERA ENERGY INC
10.09%
Shares133.8K
Event2026-03-31
Filed2026-04-13
PLTR
PALANTIR TECHNOLOGIES INC
-1.03%
Shares83.5K
Event2026-03-31
Filed2026-04-13
ADI
ANALOG DEVICES INC
-2.91%
Shares37.5K
Event2026-03-31
Filed2026-04-13
T
AT&T INC
1067.69%
Shares388.9K
Event2026-03-31
Filed2026-04-13
LINDE PLC
LINDE PLC
35.04%
Shares22.6K
Event2026-03-31
Filed2026-04-13
BIT
BLACKROCK MULTI SECTOR INC T
5.05%
Shares879.9K
Event2026-03-31
Filed2026-04-13
MS
MORGAN STANLEY
-28.57%
Shares66.8K
Event2026-03-31
Filed2026-04-13
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
35.09%
Shares84.0K
Event2026-03-31
Filed2026-04-13
KMI
KINDER MORGAN INC DEL
4.47%
Shares324.5K
Event2026-03-31
Filed2026-04-13
AEP
AMERICAN ELEC PWR CO INC
29.73%
Shares82.9K
Event2026-03-31
Filed2026-04-13
OKE
ONEOK INC NEW
1053.92%
Shares118.7K
Event2026-03-31
Filed2026-04-13
BMY
BRISTOL-MYERS SQUIBB CO
1850.88%
Shares175.7K
Event2026-03-31
Filed2026-04-13
VTI
VANGUARD INDEX FDS
-0.33%
Shares33.2K
Event2026-03-31
Filed2026-04-13
PDI
PIMCO DYNAMIC INCOME FD
31.34%
Shares619.8K
Event2026-03-31
Filed2026-04-13
CSCO
CISCO SYS INC
360.82%
Shares133.8K
Event2026-03-31
Filed2026-04-13
MCD
MCDONALDS CORP
17.28%
Shares33.4K
Event2026-03-31
Filed2026-04-13
ALPHABET INC
ALPHABET INC
1.62%
Shares36.1K
Event2026-03-31
Filed2026-04-13
DTE
DTE ENERGY CO
8.45%
Shares70.2K
Event2026-03-31
Filed2026-04-13
VTV
VANGUARD INDEX FDS
3.56%
Shares52.3K
Event2026-03-31
Filed2026-04-13
MDY
SPDR S&P MIDCAP 400 ETF TR
-1.23%
Shares16.1K
Event2026-03-31
Filed2026-04-13
ZROZ
PIMCO ETF TR
38.48%
Shares149.5K
Event2026-03-31
Filed2026-04-13
CB
CHUBB LIMITED
15.73%
Shares29.0K
Event2026-03-31
Filed2026-04-13
EATON CORP PLC
EATON CORP PLC
225.26%
Shares26.3K
Event2026-03-31
Filed2026-04-13
MET
METLIFE INC
2321.15%
Shares132.7K
Event2026-03-31
Filed2026-04-13
UGI
UGI CORP NEW
-4.48%
Shares250.8K
Event2026-03-31
Filed2026-04-13
V
VISA INC
-0.60%
Shares30.2K
Event2026-03-31
Filed2026-04-13
UNP
UNION PAC CORP
5.24%
Shares37.6K
Event2026-03-31
Filed2026-04-13
KHC
KRAFT HEINZ CO
New
Shares404.7K
Event2026-03-31
Filed2026-04-13
TXN
TEXAS INSTRS INC
51.16%
Shares46.7K
Event2026-03-31
Filed2026-04-13
O
REALTY INCOME CORP
2048.48%
Shares148.1K
Event2026-03-31
Filed2026-04-13
KO
COCA COLA CO
-3.48%
Shares117.3K
Event2026-03-31
Filed2026-04-13
AXP
AMERICAN EXPRESS CO
-18.02%
Shares29.3K
Event2026-03-31
Filed2026-04-13
PLD
PROLOGIS INC.
12.17%
Shares65.9K
Event2026-03-31
Filed2026-04-13
SJM
SMUCKER J M CO
18.76%
Shares90.0K
Event2026-03-31
Filed2026-04-13
TSLA
TESLA INC
-0.81%
Shares23.3K
Event2026-03-31
Filed2026-04-13
BLACKROCK INC
BLACKROCK INC
151.62%
Shares8.7K
Event2026-03-31
Filed2026-04-13
CLX
CLOROX CO DEL
New
Shares79.3K
Event2026-03-31
Filed2026-04-13
GIS
GENERAL MLS INC
3623.99%
Shares217.3K
Event2026-03-31
Filed2026-04-13
IWF
ISHARES TR
-7.39%
Shares18.9K
Event2026-03-31
Filed2026-04-13
WMT
WALMART INC
4.44%
Shares61.1K
Event2026-03-31
Filed2026-04-13
CAT
CATERPILLAR INC
-20.82%
Shares10.5K
Event2026-03-31
Filed2026-04-13
MLN
VANECK ETF TRUST
22.64%
Shares423.7K
Event2026-03-31
Filed2026-04-13
TT
TRANE TECHNOLOGIES PLC
2.88%
Shares16.1K
Event2026-03-31
Filed2026-04-13
DYNF
BLACKROCK ETF TRUST
11.40%
Shares109.8K
Event2026-03-31
Filed2026-04-13
JAVA
J P MORGAN EXCHANGE TRADED F
31.02%
Shares83.8K
Event2026-03-31
Filed2026-04-13
FBCG
FIDELITY COVINGTON TRUST
-3.34%
Shares117.6K
Event2026-03-31
Filed2026-04-13
HYD
VANECK ETF TRUST
19.72%
Shares115.2K
Event2026-03-31
Filed2026-04-13
MA
MASTERCARD INCORPORATED
10.18%
Shares11.5K
Event2026-03-31
Filed2026-04-13
ALPS ETF TR
ALPS ETF TR
0.17%
Shares109.1K
Event2026-03-31
Filed2026-04-13
BINC
BLACKROCK ETF TRUST II
-4.04%
Shares107.0K
Event2026-03-31
Filed2026-04-13
BRTR
BLACKROCK ETF TRUST II
-20.57%
Shares105.9K
Event2026-03-31
Filed2026-04-13
MMC
MARSH & MCLENNAN COS INC
64.90%
Shares30.4K
Event2026-03-31
Filed2026-04-13
GLD
SPDR GOLD TR
-3.31%
Shares12.1K
Event2026-03-31
Filed2026-04-13
GOVT
ISHARES TR
142.50%
Shares218.4K
Event2026-03-31
Filed2026-04-13
PWRD
TCW ETF TRUST
2.17%
Shares51.0K
Event2026-03-31
Filed2026-04-13
IBMP
ISHARES TR
41.36%
Shares194.1K
Event2026-03-31
Filed2026-04-13
IBMO
ISHARES TR
29.66%
Shares189.7K
Event2026-03-31
Filed2026-04-13
ABFL
TRIMTABS ETF TR
-31.27%
Shares68.3K
Event2026-03-31
Filed2026-04-13
DCOR
DIMENSIONAL ETF TRUST
3.54%
Shares67.2K
Event2026-03-31
Filed2026-04-13
BAI
BLACKROCK ETF TRUST
35.73%
Shares145.8K
Event2026-03-31
Filed2026-04-13
ADP
AUTOMATIC DATA PROCESSING IN
-15.85%
Shares23.2K
Event2026-03-31
Filed2026-04-13
PH
PARKER-HANNIFIN CORP
-22.58%
Shares5.1K
Event2026-03-31
Filed2026-04-13
ISRG
INTUITIVE SURGICAL INC
16.24%
Shares9.8K
Event2026-03-31
Filed2026-04-13
NFLX
NETFLIX INC
56.73%
Shares46.9K
Event2026-03-31
Filed2026-04-13
FMHI
FIRST TR EXCH TRADED FD III
0.00%
Shares92.0K
Event2026-03-31
Filed2026-04-13
DFAX
DIMENSIONAL ETF TRUST
-3.21%
Shares128.3K
Event2026-03-31
Filed2026-04-13
IWY
ISHARES TR
-0.17%
Shares17.4K
Event2026-03-31
Filed2026-04-13
APH
AMPHENOL CORP
New
Shares33.8K
Event2026-03-31
Filed2026-04-13
HIG
HARTFORD INSURANCE GROUP INC
22.26%
Shares31.3K
Event2026-03-31
Filed2026-04-13
PANW
PALO ALTO NETWORKS INC
94.30%
Shares26.3K
Event2026-03-31
Filed2026-04-13
HCA
HCA HEALTHCARE INC
-12.17%
Shares8.8K
Event2026-03-31
Filed2026-04-13
IBMQ
ISHARES TR
34.15%
Shares163.0K
Event2026-03-31
Filed2026-04-13
LMT
LOCKHEED MARTIN CORP
4.29%
Shares6.9K
Event2026-03-31
Filed2026-04-13
IBMR
ISHARES TR
282.48%
Shares160.8K
Event2026-03-31
Filed2026-04-13
AA
ALCOA CORP
New
Shares61.4K
Event2026-03-31
Filed2026-04-13
SYK
STRYKER CORPORATION
94.74%
Shares12.4K
Event2026-03-31
Filed2026-04-13
INVESCO QQQ TR
INVESCO QQQ TR
2.66%
Shares6.9K
Event2026-03-31
Filed2026-04-13
INTU
INTUIT
46.01%
Shares9.0K
Event2026-03-31
Filed2026-04-13
SPGI
S&P GLOBAL INC
83.49%
Shares9.1K
Event2026-03-31
Filed2026-04-13
TRV
TRAVELERS COMPANIES INC
1749.51%
Shares13.2K
Event2026-03-31
Filed2026-04-13
DFLV
DIMENSIONAL ETF TRUST
-3.01%
Shares107.5K
Event2026-03-31
Filed2026-04-13
EVV
EATON VANCE LTD DURATION INC
-8.21%
Shares401.2K
Event2026-03-31
Filed2026-04-13
GDX
VANECK ETF TRUST
-5.35%
Shares40.8K
Event2026-03-31
Filed2026-04-13
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
-2.37%
Shares9.4K
Event2026-03-31
Filed2026-04-13
BSX
BOSTON SCIENTIFIC CORP
28.65%
Shares58.4K
Event2026-03-31
Filed2026-04-13
RQI
COHEN & STEERS QUALITY INCOM
0.00%
Shares302.4K
Event2026-03-31
Filed2026-04-13
COST
COSTCO WHSL CORP NEW
-3.21%
Shares3.6K
Event2026-03-31
Filed2026-04-13
BLACKSTONE INC
BLACKSTONE INC
2.55%
Shares29.9K
Event2026-03-31
Filed2026-04-13
IBM
INTERNATIONAL BUSINESS MACHS
9.24%
Shares13.8K
Event2026-03-31
Filed2026-04-13
CGXU
CAPITAL GROUP INTL FOCUS EQT
2.51%
Shares112.6K
Event2026-03-31
Filed2026-04-13
PG
PROCTER AND GAMBLE CO
-58.48%
Shares22.8K
Event2026-03-31
Filed2026-04-13
IXUS
ISHARES TR
0.90%
Shares37.4K
Event2026-03-31
Filed2026-04-13
IEI
ISHARES TR
4.57%
Shares27.0K
Event2026-03-31
Filed2026-04-13
TOTALENERGIES SE
TOTALENERGIES SE
New
Shares34.7K
Event2026-03-31
Filed2026-04-13
ARISTA NETWORKS INC
ARISTA NETWORKS INC
-31.63%
Shares25.6K
Event2026-03-31
Filed2026-04-13
SHW
SHERWIN WILLIAMS CO
-7.66%
Shares9.7K
Event2026-03-31
Filed2026-04-13
AB ACTIVE ETFS INC
AB ACTIVE ETFS INC
New
Shares71.2K
Event2026-03-31
Filed2026-04-13
USMV
ISHARES TR
1.57%
Shares33.3K
Event2026-03-31
Filed2026-04-13
IRM
IRON MTN INC DEL
0.34%
Shares30.0K
Event2026-03-31
Filed2026-04-13
SPSM
SPDR SER TR
0.00%
Shares61.0K
Event2026-03-31
Filed2026-04-13
CPRX
CATALYST PHARMACEUTICALS INC
0.00%
Shares118.4K
Event2026-03-31
Filed2026-04-13
GS
GOLDMAN SACHS GROUP INC
3.40%
Shares3.4K
Event2026-03-31
Filed2026-04-13
BRK.A
BERKSHIRE HATHAWAY INC DEL
33.33%
Shares4
Event2026-03-31
Filed2026-04-13
QGRO
AMERICAN CENTY ETF TR
-4.33%
Shares27.1K
Event2026-03-31
Filed2026-04-13
ORLY
OREILLY AUTOMOTIVE INC
-26.83%
Shares30.2K
Event2026-03-31
Filed2026-04-13
IEFA
ISHARES TR
5.05%
Shares30.2K
Event2026-03-31
Filed2026-04-13
TLH
ISHARES TR
46.58%
Shares26.6K
Event2026-03-31
Filed2026-04-13
TDG
TRANSDIGM GROUP INC
7.92%
Shares2.3K
Event2026-03-31
Filed2026-04-13
RSG
REPUBLIC SVCS INC
1.88%
Shares12.0K
Event2026-03-31
Filed2026-04-13
PGR
PROGRESSIVE CORP
0.63%
Shares13.2K
Event2026-03-31
Filed2026-04-13
DRSK
ETF SER SOLUTIONS
16.46%
Shares93.3K
Event2026-03-31
Filed2026-04-13
EFV
ISHARES TR
33.42%
Shares33.8K
Event2026-03-31
Filed2026-04-13
ACIO
ETF SER SOLUTIONS
5.28%
Shares59.7K
Event2026-03-31
Filed2026-04-13
AGG
ISHARES TR
2.45%
Shares25.2K
Event2026-03-31
Filed2026-04-13
VEA
VANGUARD TAX-MANAGED FDS
0.14%
Shares38.8K
Event2026-03-31
Filed2026-04-13
VWO
VANGUARD INTL EQUITY INDEX F
2.35%
Shares45.7K
Event2026-03-31
Filed2026-04-13
COWZ
PACER FDS TR
234.49%
Shares37.9K
Event2026-03-31
Filed2026-04-13
IWD
ISHARES TR
-10.61%
Shares11.1K
Event2026-03-31
Filed2026-04-13
BP
BP PLC
0.76%
Shares49.0K
Event2026-03-31
Filed2026-04-13
ITOT
ISHARES TR
13.50%
Shares16.1K
Event2026-03-31
Filed2026-04-13
UPS
UNITED PARCEL SERVICE INC
-76.00%
Shares22.1K
Event2026-03-31
Filed2026-04-13
PEP
PEPSICO INC
-2.81%
Shares13.9K
Event2026-03-31
Filed2026-04-13
INMU
BLACKROCK ETF TRUST II
4.10%
Shares87.9K
Event2026-03-31
Filed2026-04-13
SOUTHSTATE BK CORP
SOUTHSTATE BK CORP
0.00%
Shares22.1K
Event2026-03-31
Filed2026-04-13
VTEB
VANGUARD MUN BD FDS
New
Shares40.8K
Event2026-03-31
Filed2026-04-13
CGCP
CAPITAL GRP FIXED INCM ETF T
11.00%
Shares91.1K
Event2026-03-31
Filed2026-04-13
GLW
CORNING INC
41.75%
Shares15.0K
Event2026-03-31
Filed2026-04-13
ICE
INTERCONTINENTAL EXCHANGE IN
9.80%
Shares12.8K
Event2026-03-31
Filed2026-04-13
CASY
CASEYS GEN STORES INC
0.07%
Shares2.7K
Event2026-03-31
Filed2026-04-13
VXUS
VANGUARD STAR FDS
40.25%
Shares25.8K
Event2026-03-31
Filed2026-04-13
LAM RESEARCH CORP
LAM RESEARCH CORP
150.88%
Shares8.9K
Event2026-03-31
Filed2026-04-13
INTC
INTEL CORP
-4.95%
Shares42.5K
Event2026-03-31
Filed2026-04-13
GBTC
GRAYSCALE BITCOIN TR BTC
-6.20%
Shares35.4K
Event2026-03-31
Filed2026-04-13
AMAT
APPLIED MATLS INC
205.41%
Shares5.4K
Event2026-03-31
Filed2026-04-13
IEMG
ISHARES INC
-55.25%
Shares26.1K
Event2026-03-31
Filed2026-04-13
PFFD
GLOBAL X FDS
14.20%
Shares98.2K
Event2026-03-31
Filed2026-04-13
BIL
SPDR SER TR
44.58%
Shares19.6K
Event2026-03-31
Filed2026-04-13
MU
MICRON TECHNOLOGY INC
-27.22%
Shares5.3K
Event2026-03-31
Filed2026-04-13
SMLF
ISHARES TR
2.00%
Shares23.3K
Event2026-03-31
Filed2026-04-13
FXU
FIRST TR EXCHANGE TRADED FD
8.63%
Shares34.9K
Event2026-03-31
Filed2026-04-13
AVK
ADVENT CONV & INCOME FD
10.84%
Shares153.1K
Event2026-03-31
Filed2026-04-13
FTXL
FIRST TR EXCHANGE TRADED FD
New
Shares11.6K
Event2026-03-31
Filed2026-04-13
JIRE
J P MORGAN EXCHANGE TRADED F
7.82%
Shares22.5K
Event2026-03-31
Filed2026-04-13
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
0.90%
Shares3.5K
Event2026-03-31
Filed2026-04-13
BAC
BANK AMERICA CORP
12.85%
Shares33.7K
Event2026-03-31
Filed2026-04-13
BND
VANGUARD BD INDEX FDS
-25.76%
Shares22.3K
Event2026-03-31
Filed2026-04-13
FDVV
FIDELITY COVINGTON TRUST
88.32%
Shares29.7K
Event2026-03-31
Filed2026-04-13
VO
VANGUARD INDEX FDS
-0.21%
Shares5.7K
Event2026-03-31
Filed2026-04-13
ROST
ROSS STORES INC
527.76%
Shares7.5K
Event2026-03-31
Filed2026-04-13
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-46.94%
Shares2.7K
Event2026-03-31
Filed2026-04-13
HELO
J P MORGAN EXCHANGE TRADED F
4.21%
Shares24.9K
Event2026-03-31
Filed2026-04-13
WDC
WESTERN DIGITAL CORP
New
Shares5.8K
Event2026-03-31
Filed2026-04-13
JEPI
J P MORGAN EXCHANGE TRADED F
0.03%
Shares26.9K
Event2026-03-31
Filed2026-04-13
IYW
ISHARES TR
-30.44%
Shares8.4K
Event2026-03-31
Filed2026-04-13
FTXO
FIRST TR EXCHANGE TRADED FD
New
Shares41.6K
Event2026-03-31
Filed2026-04-13
FBT
FIRST TR EXCHANGE-TRADED FD
New
Shares7.5K
Event2026-03-31
Filed2026-04-13
FXO
FIRST TR EXCHANGE TRADED FD
-6.51%
Shares26.7K
Event2026-03-31
Filed2026-04-13
DFGR
DIMENSIONAL ETF TRUST
7.96%
Shares55.5K
Event2026-03-31
Filed2026-04-13
EEM
ISHARES TR
-0.82%
Shares25.3K
Event2026-03-31
Filed2026-04-13
IUSB
ISHARES TR
New
Shares30.9K
Event2026-03-31
Filed2026-04-13
BXSL
BLACKSTONE SECD LENDING FD
52.71%
Shares60.0K
Event2026-03-31
Filed2026-04-13
PAVE
GLOBAL X FDS
0.18%
Shares27.8K
Event2026-03-31
Filed2026-04-13
ASML
ASML HOLDING N V
410.53%
Shares1.1K
Event2026-03-31
Filed2026-04-13
BOND
PIMCO ETF TR
-4.39%
Shares15.0K
Event2026-03-31
Filed2026-04-13
TD
TORONTO DOMINION BK ONT
-1.64%
Shares14.8K
Event2026-03-31
Filed2026-04-13
XLK
SELECT SECTOR SPDR TR
-1.49%
Shares10.3K
Event2026-03-31
Filed2026-04-13
SHEL
SHELL PLC
0.39%
Shares14.7K
Event2026-03-31
Filed2026-04-13
IYG
ISHARES TR
26.37%
Shares16.1K
Event2026-03-31
Filed2026-04-13
GE AEROSPACE
GE AEROSPACE
5.72%
Shares4.6K
Event2026-03-31
Filed2026-04-13
FYX
FIRST TR SML CP CORE ALPHA F
0.20%
Shares11.0K
Event2026-03-31
Filed2026-04-13
XAR
SPDR SER TR
-1.70%
Shares5.1K
Event2026-03-31
Filed2026-04-13
EFA
ISHARES TR
2.15%
Shares13.1K
Event2026-03-31
Filed2026-04-13
HON
HONEYWELL INTL INC
4.63%
Shares5.6K
Event2026-03-31
Filed2026-04-13
ABLD
ABACUS FCF ETF TR
105.02%
Shares40.5K
Event2026-03-31
Filed2026-04-13
ITA
ISHARES TR
6.08%
Shares5.8K
Event2026-03-31
Filed2026-04-13
VBK
VANGUARD INDEX FDS
-1.30%
Shares4.1K
Event2026-03-31
Filed2026-04-13
HGER
HARBOR ETF TRUST
7.04%
Shares39.4K
Event2026-03-31
Filed2026-04-13
RJF
RAYMOND JAMES FINL INC
4.16%
Shares8.4K
Event2026-03-31
Filed2026-04-13
MBB
ISHARES TR
33.98%
Shares12.6K
Event2026-03-31
Filed2026-04-13
SOXX
ISHARES TR
-3.74%
Shares3.6K
Event2026-03-31
Filed2026-04-13
IYK
ISHARES TR
New
Shares16.4K
Event2026-03-31
Filed2026-04-13
LOW
LOWES COS INC
0.69%
Shares4.8K
Event2026-03-31
Filed2026-04-13
WFC
WELLS FARGO CO NEW
1.44%
Shares14.2K
Event2026-03-31
Filed2026-04-13
EPD
ENTERPRISE PRODS PARTNERS L
-76.54%
Shares29.8K
Event2026-03-31
Filed2026-04-13
OEF
ISHARES TR
-2.84%
Shares3.5K
Event2026-03-31
Filed2026-04-13
BRO
BROWN & BROWN INC
8.27%
Shares16.8K
Event2026-03-31
Filed2026-04-13
MUB
ISHARES TR
5.44%
Shares10.3K
Event2026-03-31
Filed2026-04-13
UTF
COHEN & STEERS INFRASTRUCTUR
0.00%
Shares41.9K
Event2026-03-31
Filed2026-04-13
NSC
NORFOLK SOUTHN CORP
0.76%
Shares3.7K
Event2026-03-31
Filed2026-04-13
MGK
VANGUARD WORLD FD
4.92%
Shares2.9K
Event2026-03-31
Filed2026-04-13
CL
COLGATE PALMOLIVE CO
0.54%
Shares12.2K
Event2026-03-31
Filed2026-04-13
PIZ
INVESCO EXCH TRADED FD TR II
-7.24%
Shares20.9K
Event2026-03-31
Filed2026-04-13
ROK
ROCKWELL AUTOMATION INC
9.75%
Shares2.9K
Event2026-03-31
Filed2026-04-13
DGRO
ISHARES TR
0.00%
Shares14.6K
Event2026-03-31
Filed2026-04-13
PM
PHILIP MORRIS INTL INC
17.26%
Shares6.1K
Event2026-03-31
Filed2026-04-13
CZFS
CITIZENS FINL SVCS INC
0.67%
Shares16.3K
Event2026-03-31
Filed2026-04-13
CGSD
CAPITAL GRP FIXED INCM ETF T
10.86%
Shares37.7K
Event2026-03-31
Filed2026-04-13
JBL
JABIL INC
78.11%
Shares3.7K
Event2026-03-31
Filed2026-04-13
SMH
VANECK ETF TRUST
7.52%
Shares2.5K
Event2026-03-31
Filed2026-04-13
DLR
DIGITAL RLTY TR INC
2.67%
Shares5.3K
Event2026-03-31
Filed2026-04-13
FTLS
FIRST TR EXCH TRADED FD III
-0.01%
Shares13.3K
Event2026-03-31
Filed2026-04-13
MMM
3M CO
1.32%
Shares6.4K
Event2026-03-31
Filed2026-04-13
FDT
FIRST TR EXCH TRD ALPHDX FD
0.00%
Shares10.2K
Event2026-03-31
Filed2026-04-13
FDIG
FIDELITY COVINGTON TRUST
-1.13%
Shares26.3K
Event2026-03-31
Filed2026-04-13
QUAL
ISHARES TR
18.08%
Shares4.5K
Event2026-03-31
Filed2026-04-13
MGV
VANGUARD WORLD FD
-6.42%
Shares5.9K
Event2026-03-31
Filed2026-04-13
ITW
ILLINOIS TOOL WKS INC
0.58%
Shares3.3K
Event2026-03-31
Filed2026-04-13
JMST
J P MORGAN EXCHANGE TRADED F
7.24%
Shares16.7K
Event2026-03-31
Filed2026-04-13
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-76.97%
Shares4.3K
Event2026-03-31
Filed2026-04-13
PCN
PIMCO CORPORATE & INCM STRG
0.00%
Shares70.0K
Event2026-03-31
Filed2026-04-13
FMDE
FIDELITY COVINGTON TRUST
4.69%
Shares22.6K
Event2026-03-31
Filed2026-04-13
XLG
INVESCO EXCHANGE TRADED FD T
-2.28%
Shares14.8K
Event2026-03-31
Filed2026-04-13
MDYG
SPDR SER TR
1.34%
Shares8.4K
Event2026-03-31
Filed2026-04-13
MCK
MCKESSON CORP
-3.14%
Shares924
Event2026-03-31
Filed2026-04-13
GEV
GE VERNOVA INC
1.68%
Shares908
Event2026-03-31
Filed2026-04-13
UNH
UNITEDHEALTH GROUP INC
-35.86%
Shares2.9K
Event2026-03-31
Filed2026-04-13
TETH
21SHARES ETHEREUM ETF
80.23%
Shares75.4K
Event2026-03-31
Filed2026-04-13
HYG
ISHARES TR
203.98%
Shares9.9K
Event2026-03-31
Filed2026-04-13
TLTD
FLEXSHARES TR
-0.20%
Shares8.3K
Event2026-03-31
Filed2026-04-13
PMAR
INNOVATOR ETFS TRUST
New
Shares17.5K
Event2026-03-31
Filed2026-04-13
PJAN
INNOVATOR ETFS TRUST
New
Shares16.9K
Event2026-03-31
Filed2026-04-13
SO
SOUTHERN CO
-0.51%
Shares8.1K
Event2026-03-31
Filed2026-04-13
TFC
TRUIST FINL CORP
-2.49%
Shares16.9K
Event2026-03-31
Filed2026-04-13
NOC
NORTHROP GRUMMAN CORP
1.61%
Shares1.1K
Event2026-03-31
Filed2026-04-13
FIXD
FIRST TR EXCHNG TRADED FD VI
-18.47%
Shares17.5K
Event2026-03-31
Filed2026-04-13
GRAYSCALE BITCOIN MINI TR ET
GRAYSCALE BITCOIN MINI TR ET
37.77%
Shares25.4K
Event2026-03-31
Filed2026-04-13
DFSV
DIMENSIONAL ETF TRUST
-6.71%
Shares21.5K
Event2026-03-31
Filed2026-04-13
PVAL
PUTNAM ETF TRUST
-3.56%
Shares16.0K
Event2026-03-31
Filed2026-04-13
IJS
ISHARES TR
0.00%
Shares6.2K
Event2026-03-31
Filed2026-04-13
AMD
ADVANCED MICRO DEVICES INC
-58.82%
Shares3.6K
Event2026-03-31
Filed2026-04-13
EMGF
ISHARES INC
-40.43%
Shares12.1K
Event2026-03-31
Filed2026-04-13
AMP
AMERIPRISE FINL INC
-2.33%
Shares1.6K
Event2026-03-31
Filed2026-04-13
XLE
SELECT SECTOR SPDR TR
1.44%
Shares11.7K
Event2026-03-31
Filed2026-04-13
SLDE
SLIDE INS HLDGS INC
-65.41%
Shares39.7K
Event2026-03-31
Filed2026-04-13
NVS
NOVARTIS AG
3.45%
Shares4.6K
Event2026-03-31
Filed2026-04-13
AVUV
AMERICAN CENTY ETF TR
New
Shares6.4K
Event2026-03-31
Filed2026-04-13
CITIGROUP INC
CITIGROUP INC
-40.26%
Shares6.2K
Event2026-03-31
Filed2026-04-13
SIVR
ABRDN SILVER ETF TRUST
0.00%
Shares9.6K
Event2026-03-31
Filed2026-04-13
HQH
ABRDN HEALTHCARE INVESTORS
0.00%
Shares38.3K
Event2026-03-31
Filed2026-04-13
MEDTRONIC PLC
MEDTRONIC PLC
6.23%
Shares7.8K
Event2026-03-31
Filed2026-04-13
FIX
COMFORT SYS USA INC
3.16%
Shares489
Event2026-03-31
Filed2026-04-13
CME
CME GROUP INC
2.21%
Shares2.3K
Event2026-03-31
Filed2026-04-13
COP
CONOCOPHILLIPS
-1.82%
Shares5.1K
Event2026-03-31
Filed2026-04-13
DIS
DISNEY WALT CO
-5.12%
Shares6.9K
Event2026-03-31
Filed2026-04-13
IJR
ISHARES TR
1.13%
Shares5.3K
Event2026-03-31
Filed2026-04-13
SCHV
SCHWAB STRATEGIC TR
32.46%
Shares21.3K
Event2026-03-31
Filed2026-04-13
IBMS
ISHARES TR
New
Shares24.7K
Event2026-03-31
Filed2026-04-13
WM
WASTE MGMT INC DEL
15.63%
Shares2.8K
Event2026-03-31
Filed2026-04-13
NMAR
INNOVATOR ETFS TRUST
New
Shares21.2K
Event2026-03-31
Filed2026-04-13
PFEB
INNOVATOR ETFS TRUST
New
Shares15.5K
Event2026-03-31
Filed2026-04-13
AMGN
AMGEN INC
-93.18%
Shares1.8K
Event2026-03-31
Filed2026-04-13
MAR
MARRIOTT INTL INC NEW
0.05%
Shares1.9K
Event2026-03-31
Filed2026-04-13
MTUM
ISHARES TR
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-13
CEG
CONSTELLATION ENERGY CORP
-1.35%
Shares2.2K
Event2026-03-31
Filed2026-04-13
IWM
ISHARES TR
-0.85%
Shares2.5K
Event2026-03-31
Filed2026-04-13
FITB
FIFTH THIRD BANCORP
New
Shares13.0K
Event2026-03-31
Filed2026-04-13
VONV
VANGUARD SCOTTSDALE FDS
12.38%
Shares6.5K
Event2026-03-31
Filed2026-04-13
CRWD
CROWDSTRIKE HLDGS INC
-60.89%
Shares1.5K
Event2026-03-31
Filed2026-04-13
DELL
DELL TECHNOLOGIES INC
25.68%
Shares3.6K
Event2026-03-31
Filed2026-04-13
IWR
ISHARES TR
-38.56%
Shares6.1K
Event2026-03-31
Filed2026-04-13
PSX
PHILLIPS 66
-4.55%
Shares3.2K
Event2026-03-31
Filed2026-04-13
IBD
NORTHERN LTS FD TR IV
114.56%
Shares24.5K
Event2026-03-31
Filed2026-04-13
SBUX
STARBUCKS CORP
-9.34%
Shares6.4K
Event2026-03-31
Filed2026-04-13
DHR
DANAHER CORPORATION
-60.80%
Shares3.0K
Event2026-03-31
Filed2026-04-13
MCO
MOODYS CORP
9.08%
Shares1.3K
Event2026-03-31
Filed2026-04-13
CMI
CUMMINS INC
-0.19%
Shares1.0K
Event2026-03-31
Filed2026-04-13
IYF
ISHARES TR
-72.76%
Shares4.8K
Event2026-03-31
Filed2026-04-13
VIG
VANGUARD SPECIALIZED FUNDS
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-13
VLUE
ISHARES TR
New
Shares3.9K
Event2026-03-31
Filed2026-04-13
IGSB
ISHARES TR
34.58%
Shares10.5K
Event2026-03-31
Filed2026-04-13
IUSV
ISHARES TR
0.35%
Shares5.2K
Event2026-03-31
Filed2026-04-13
VRT
VERTIV HOLDINGS CO
-7.89%
Shares2.1K
Event2026-03-31
Filed2026-04-13
CSX
CSX CORP
0.93%
Shares12.9K
Event2026-03-31
Filed2026-04-13
FTCS
FIRST TR EXCHANGE-TRADED FD
-5.46%
Shares5.7K
Event2026-03-31
Filed2026-04-13
ETHE
GRAYSCALE ETHEREUM TRUST ETF
2.51%
Shares30.8K
Event2026-03-31
Filed2026-04-13
REGN
REGENERON PHARMACEUTICALS
-0.59%
Shares676
Event2026-03-31
Filed2026-04-13
FGD
FIRST TR EXCHANGE-TRADED FD
New
Shares16.3K
Event2026-03-31
Filed2026-04-13
PDP
INVESCO EXCHANGE TRADED FD T
-10.34%
Shares4.3K
Event2026-03-31
Filed2026-04-13
SYSB
ISHARES TR
New
Shares5.8K
Event2026-03-31
Filed2026-04-13
REET
ISHARES TR
7.09%
Shares20.5K
Event2026-03-31
Filed2026-04-13
ATEC
ALPHATEC HLDGS INC
0.00%
Shares46.8K
Event2026-03-31
Filed2026-04-13
PFF
ISHARES TR
16.70%
Shares16.7K
Event2026-03-31
Filed2026-04-13
MPC
MARATHON PETE CORP
-11.85%
Shares2.1K
Event2026-03-31
Filed2026-04-13
RDVY
FIRST TR EXCHANGE-TRADED FD
-3.97%
Shares7.4K
Event2026-03-31
Filed2026-04-13
AFL
AFLAC INC
0.95%
Shares4.6K
Event2026-03-31
Filed2026-04-13
TMUS
T-MOBILE US INC
7.50%
Shares2.4K
Event2026-03-31
Filed2026-04-13
ET
ENERGY TRANSFER L P
6.98%
Shares25.8K
Event2026-03-31
Filed2026-04-13
CRM
SALESFORCE INC
0.84%
Shares2.6K
Event2026-03-31
Filed2026-04-13
ARKK
ARK ETF TR
31.67%
Shares7.3K
Event2026-03-31
Filed2026-04-13
CGCV
CAPITAL GROUP CONSERVATIVE E
4.22%
Shares16.5K
Event2026-03-31
Filed2026-04-13
BK
BANK NEW YORK MELLON CORP
-9.84%
Shares4.1K
Event2026-03-31
Filed2026-04-13
FICO
FAIR ISAAC CORP
-4.61%
Shares455
Event2026-03-31
Filed2026-04-13
QCOM
QUALCOMM INC
7.19%
Shares3.8K
Event2026-03-31
Filed2026-04-13
FV
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares8.0K
Event2026-03-31
Filed2026-04-13
EMB
ISHARES TR
-53.55%
Shares4.9K
Event2026-03-31
Filed2026-04-13
REZI
RESIDEO TECHNOLOGIES INC
0.00%
Shares13.7K
Event2026-03-31
Filed2026-04-13
BIBL
NORTHERN LTS FD TR IV
105.36%
Shares9.7K
Event2026-03-31
Filed2026-04-13
HOOD
ROBINHOOD MKTS INC
11.34%
Shares6.6K
Event2026-03-31
Filed2026-04-13
ALL
ALLSTATE CORP
-6.35%
Shares2.2K
Event2026-03-31
Filed2026-04-13
JAAA
JANUS DETROIT STR TR
-6.36%
Shares8.9K
Event2026-03-31
Filed2026-04-13
LHX
L3HARRIS TECHNOLOGIES INC
-8.20%
Shares1.3K
Event2026-03-31
Filed2026-04-13
CVS
CVS HEALTH CORP
New
Shares6.2K
Event2026-03-31
Filed2026-04-13
EFX
EQUIFAX INC
-0.16%
Shares2.5K
Event2026-03-31
Filed2026-04-13
NTRS
NORTHERN TR CORP
0.00%
Shares3.1K
Event2026-03-31
Filed2026-04-13
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
19.05%
Shares16.4K
Event2026-03-31
Filed2026-04-13
TMO
THERMO FISHER SCIENTIFIC INC
-56.99%
Shares883
Event2026-03-31
Filed2026-04-13
TLT
ISHARES TR
10.67%
Shares5.0K
Event2026-03-31
Filed2026-04-13
VYM
VANGUARD WHITEHALL FDS
1.74%
Shares2.9K
Event2026-03-31
Filed2026-04-13
CDNS
CADENCE DESIGN SYSTEM INC
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-13
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
3.26%
Shares2.2K
Event2026-03-31
Filed2026-04-13
FXL
FIRST TR EXCHANGE TRADED FD
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-13
EMR
EMERSON ELEC CO
6.31%
Shares3.2K
Event2026-03-31
Filed2026-04-13
FPE
FIRST TR EXCH TRADED FD III
6.07%
Shares23.3K
Event2026-03-31
Filed2026-04-13
DFAS
DIMENSIONAL ETF TRUST
-6.17%
Shares5.8K
Event2026-03-31
Filed2026-04-13
CF
CF INDS HLDGS INC
0.00%
Shares3.1K
Event2026-03-31
Filed2026-04-13
VLO
VALERO ENERGY CORP
-1.91%
Shares1.6K
Event2026-03-31
Filed2026-04-13
EGP
EASTGROUP PPTYS INC
0.41%
Shares2.2K
Event2026-03-31
Filed2026-04-13
KMB
KIMBERLY-CLARK CORP COM
-7.47%
Shares4.2K
Event2026-03-31
Filed2026-04-13
SRE
SEMPRA
1.17%
Shares4.1K
Event2026-03-31
Filed2026-04-13
EIS
ISHARES INC
-9.55%
Shares3.4K
Event2026-03-31
Filed2026-04-13
FANG
DIAMONDBACK ENERGY INC
-1.19%
Shares2.0K
Event2026-03-31
Filed2026-04-13
JEPQ
J P MORGAN EXCHANGE TRADED F
-0.68%
Shares7.0K
Event2026-03-31
Filed2026-04-13
REGL
PROSHARES TR
1.38%
Shares4.5K
Event2026-03-31
Filed2026-04-13
SCCO
SOUTHERN COPPER CORP
1.77%
Shares2.2K
Event2026-03-31
Filed2026-04-13
VFH
VANGUARD WORLD FD
1.46%
Shares3.2K
Event2026-03-31
Filed2026-04-13
SPEM
SPDR INDEX SHS FDS
0.00%
Shares8.2K
Event2026-03-31
Filed2026-04-13
EASTERLY GOVT PPTYS INC
EASTERLY GOVT PPTYS INC
-57.34%
Shares17.9K
Event2026-03-31
Filed2026-04-13
APD
AIR PRODS & CHEMS INC
1.87%
Shares1.3K
Event2026-03-31
Filed2026-04-13
ADBE
ADOBE INC
-16.62%
Shares1.6K
Event2026-03-31
Filed2026-04-13
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
6.52%
Shares1.1K
Event2026-03-31
Filed2026-04-13
MSTR
MICROSTRATEGY INC
9.74%
Shares3.0K
Event2026-03-31
Filed2026-04-13
DAL
DELTA AIR LINES INC DEL
8.71%
Shares5.6K
Event2026-03-31
Filed2026-04-13
QTEC
FIRST TR NASDAQ 100 TECH IND
-82.29%
Shares1.7K
Event2026-03-31
Filed2026-04-13
PAYX
PAYCHEX INC
16.20%
Shares4.0K
Event2026-03-31
Filed2026-04-13
VMI
VALMONT INDS INC
4.18%
Shares922
Event2026-03-31
Filed2026-04-13
OMC
OMNICOM GROUP INC
-39.05%
Shares4.9K
Event2026-03-31
Filed2026-04-13
UBER
UBER TECHNOLOGIES INC
66.64%
Shares5.1K
Event2026-03-31
Filed2026-04-13
FDEM
FIDELITY COVINGTON TRUST
-0.44%
Shares11.4K
Event2026-03-31
Filed2026-04-13
IBMT
ISHARES TR
New
Shares14.0K
Event2026-03-31
Filed2026-04-13
TER
TERADYNE INC
-40.64%
Shares1.2K
Event2026-03-31
Filed2026-04-13
FVAL
FIDELITY COVINGTON TRUST
0.00%
Shares5.1K
Event2026-03-31
Filed2026-04-13
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
-1.59%
Shares3.6K
Event2026-03-31
Filed2026-04-13
MNST
MONSTER BEVERAGE CORP NEW
-10.68%
Shares4.9K
Event2026-03-31
Filed2026-04-13
PNC
PNC FINL SVCS GROUP INC
3.74%
Shares1.7K
Event2026-03-31
Filed2026-04-13
FTHI
FIRST TR EXCHANGE-TRADED FD
-5.39%
Shares15.1K
Event2026-03-31
Filed2026-04-13
FQAL
FIDELITY COVINGTON TRUST
-17.28%
Shares4.8K
Event2026-03-31
Filed2026-04-13
JCI
JOHNSON CTLS INTL PLC
26.15%
Shares2.6K
Event2026-03-31
Filed2026-04-13
EWH
ISHARES INC
3.45%
Shares14.6K
Event2026-03-31
Filed2026-04-13
CIBR
FIRST TR EXCHANGE-TRADED FD
New
Shares5.4K
Event2026-03-31
Filed2026-04-13
JSMD
JANUS DETROIT STR TR
New
Shares4.1K
Event2026-03-31
Filed2026-04-13
IDXX
IDEXX LABS INC
-7.48%
Shares581
Event2026-03-31
Filed2026-04-13
NOBL
PROSHARES TR
0.86%
Shares3.1K
Event2026-03-31
Filed2026-04-13
EWP
ISHARES INC
-0.20%
Shares6.0K
Event2026-03-31
Filed2026-04-13
EWI
ISHARES INC
1.43%
Shares6.0K
Event2026-03-31
Filed2026-04-13
VONE
VANGUARD SCOTTSDALE FDS
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-13
CRWV
COREWEAVE INC
New
Shares4.1K
Event2026-03-31
Filed2026-04-13
IWX
ISHARES TR
0.00%
Shares3.4K
Event2026-03-31
Filed2026-04-13
TGT
TARGET CORP
-97.07%
Shares2.6K
Event2026-03-31
Filed2026-04-13
EWO
ISHARES INC
-5.97%
Shares8.9K
Event2026-03-31
Filed2026-04-13
KMAR
INNOVATOR ETFS TRUST
New
Shares10.8K
Event2026-03-31
Filed2026-04-13
JUCY
ETF SER SOLUTIONS
0.69%
Shares14.0K
Event2026-03-31
Filed2026-04-13
CINF
CINCINNATI FINL CORP
5.68%
Shares2.0K
Event2026-03-31
Filed2026-04-13
EYPT
EYEPOINT PHARMACEUTICALS INC
1.96%
Shares23.4K
Event2026-03-31
Filed2026-04-13
SIL
GLOBAL X FDS
-33.39%
Shares3.3K
Event2026-03-31
Filed2026-04-13
VPU
VANGUARD WORLD FD
8.74%
Shares1.5K
Event2026-03-31
Filed2026-04-13
STIP
ISHARES TR
-40.28%
Shares2.9K
Event2026-03-31
Filed2026-04-13
GSLC
GOLDMAN SACHS ETF TR
3.82%
Shares2.4K
Event2026-03-31
Filed2026-04-13
RDVI
FIRST TR EXCHANGE-TRADED FD
-9.65%
Shares11.7K
Event2026-03-31
Filed2026-04-13
HSIC
HENRY SCHEIN INC
-2.34%
Shares4.0K
Event2026-03-31
Filed2026-04-13
DFUV
DIMENSIONAL ETF TRUST
0.16%
Shares6.1K
Event2026-03-31
Filed2026-04-13
NTLA
INTELLIA THERAPEUTICS INC
-8.79%
Shares23.1K
Event2026-03-31
Filed2026-04-13
PMO
PUTNAM MUN OPPORTUNITIES TR
9.66%
Shares28.5K
Event2026-03-31
Filed2026-04-13
FDL
FIRST TR MORNINGSTAR DIVID L
0.68%
Shares5.7K
Event2026-03-31
Filed2026-04-13
KRE
SPDR SERIES TRUST
0.00%
Shares4.4K
Event2026-03-31
Filed2026-04-13
FVD
FIRST TR VALUE LINE DIVID IN
0.18%
Shares6.1K
Event2026-03-31
Filed2026-04-13
GLRY
NORTHERN LTS FD TR IV
27.48%
Shares7.6K
Event2026-03-31
Filed2026-04-13
AIQ
GLOBAL X FDS
New
Shares5.9K
Event2026-03-31
Filed2026-04-13
BLOK
AMPLIFY ETF TR
1.97%
Shares5.5K
Event2026-03-31
Filed2026-04-13
EFG
ISHARES TR
-9.80%
Shares2.5K
Event2026-03-31
Filed2026-04-13
WELL
WELLTOWER INC
-0.65%
Shares1.4K
Event2026-03-31
Filed2026-04-13
CMCSA
COMCAST CORP NEW
39.46%
Shares9.5K
Event2026-03-31
Filed2026-04-13
CELH
CELSIUS HLDGS INC
-0.70%
Shares7.7K
Event2026-03-31
Filed2026-04-13
MUNI
PIMCO ETF TR
-3.90%
Shares5.2K
Event2026-03-31
Filed2026-04-13
CRSP
CRISPR THERAPEUTICS AG
1.65%
Shares5.7K
Event2026-03-31
Filed2026-04-13
IVLU
ISHARES TR
-0.50%
Shares6.8K
Event2026-03-31
Filed2026-04-13
MDLZ
MONDELEZ INTL INC
19.06%
Shares4.6K
Event2026-03-31
Filed2026-04-13
WPM
WHEATON PRECIOUS METALS CORP
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-13
EMXC
ISHARES INC
18.12%
Shares3.3K
Event2026-03-31
Filed2026-04-13
RNEM
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares4.8K
Event2026-03-31
Filed2026-04-13
TIP
ISHARES TR
-9.76%
Shares2.3K
Event2026-03-31
Filed2026-04-13
SHOP
SHOPIFY INC
-77.27%
Shares2.2K
Event2026-03-31
Filed2026-04-13
WMB
WILLIAMS COS INC
-97.60%
Shares3.6K
Event2026-03-31
Filed2026-04-13
XEL
XCEL ENERGY INC
3.92%
Shares3.2K
Event2026-03-31
Filed2026-04-13
CW
CURTISS WRIGHT CORP
0.00%
Shares374
Event2026-03-31
Filed2026-04-13
AMT
AMERICAN TOWER CORP NEW
-89.59%
Shares1.5K
Event2026-03-31
Filed2026-04-13
IDE
VOYA INFRASTRUCTURE INDLS &
0.00%
Shares20.3K
Event2026-03-31
Filed2026-04-13
NOW
SERVICENOW INC
8.01%
Shares2.4K
Event2026-03-31
Filed2026-04-13
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
0.32%
Shares3.4K
Event2026-03-31
Filed2026-04-13
VGT
VANGUARD WORLD FD
0.00%
Shares361
Event2026-03-31
Filed2026-04-13
ETF SER SOLUTIONS
ETF SER SOLUTIONS
New
Shares10.0K
Event2026-03-31
Filed2026-04-13
ETF SER SOLUTIONS
ETF SER SOLUTIONS
New
Shares10.0K
Event2026-03-31
Filed2026-04-13
SYY
SYSCO CORP
3.31%
Shares3.5K
Event2026-03-31
Filed2026-04-13
ADM
ARCHER DANIELS MIDLAND CO
0.00%
Shares225.3K
Event2026-03-31
Filed2026-04-13
BBH
VANECK ETF TRUST
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-13
RL
RALPH LAUREN CORP
New
Shares701
Event2026-03-31
Filed2026-04-13
VDE
VANGUARD WORLD FD
New
Shares1.4K
Event2026-03-31
Filed2026-04-13
ETH
GRAYSCALE ETHEREUM MINI TR E
-56.78%
Shares12.0K
Event2026-03-31
Filed2026-04-13
WBD
WARNER BROS DISCOVERY INC
-85.30%
Shares8.6K
Event2026-03-31
Filed2026-04-13
CTAS
CINTAS CORP
New
Shares1.4K
Event2026-03-31
Filed2026-04-13
XLF
SELECT SECTOR SPDR TR
-24.92%
Shares4.7K
Event2026-03-31
Filed2026-04-13
MPLX
MPLX LP
New
Shares4.0K
Event2026-03-31
Filed2026-04-13
XLU
SELECT SECTOR SPDR TR
-5.55%
Shares5.0K
Event2026-03-31
Filed2026-04-13
APP
APPLOVIN CORP
-77.60%
Shares566
Event2026-03-31
Filed2026-04-13
EWX
SPDR INDEX SHS FDS
0.00%
Shares3.4K
Event2026-03-31
Filed2026-04-13
SLB
SLB LIMITED
New
Shares4.3K
Event2026-03-31
Filed2026-04-13
CCL
CARNIVAL CORP
0.02%
Shares8.6K
Event2026-03-31
Filed2026-04-13
IJH
ISHARES TR
0.06%
Shares3.3K
Event2026-03-31
Filed2026-04-13
NXPI
NXP SEMICONDUCTORS N V
1.36%
Shares1.1K
Event2026-03-31
Filed2026-04-13
ED
CONSOLIDATED EDISON INC
New
Shares1.9K
Event2026-03-31
Filed2026-04-13
IWB
ISHARES TR
-88.54%
Shares601
Event2026-03-31
Filed2026-04-13
DOW
DOW HLDGS INC
New
Shares5.1K
Event2026-03-31
Filed2026-04-13
JMUB
J P MORGAN EXCHANGE TRADED F
-88.93%
Shares4.2K
Event2026-03-31
Filed2026-04-13
OTIS
OTIS WORLDWIDE CORP
-0.11%
Shares2.7K
Event2026-03-31
Filed2026-04-13
SNPE
DBX ETF TR
-8.19%
Shares3.5K
Event2026-03-31
Filed2026-04-13
SUN
SUNOCO LP/SUNOCO FIN CORP
New
Shares3.2K
Event2026-03-31
Filed2026-04-13
COF
CAPITAL ONE FINL CORP
-31.35%
Shares1.1K
Event2026-03-31
Filed2026-04-13
CPNJ
CALAMOS ETF TR
-12.12%
Shares7.6K
Event2026-03-31
Filed2026-04-13
IWS
ISHARES TR
-51.33%
Shares1.4K
Event2026-03-31
Filed2026-04-13
JSI
JANUS DETROIT STR TR
New
Shares4.0K
Event2026-03-31
Filed2026-04-13
QQEW
FIRST TR NAS100 EQ WEIGHTED
-1.67%
Shares1.6K
Event2026-03-31
Filed2026-04-13
OWL
BLUE OWL CAPITAL INC
New
Shares20.0K
Event2026-03-31
Filed2026-04-13
ETW
EATON VANCE TAX-MANAGED GLOB
0.00%
Shares17.0K
Event2026-03-31
Filed2026-04-13
F
FORD MTR CO
3.78%
Shares12.1K
Event2026-03-31
Filed2026-04-13
BITO
PROSHARES TR
New
Shares14.6K
Event2026-03-31
Filed2026-04-13
JOBY
JOBY AVIATION INC
New
Shares12.5K
Event2026-03-31
Filed2026-04-13
SOUN
SOUNDHOUND AI INC
0.00%
Shares10.0K
Event2026-03-31
Filed2026-04-13
HURA
TUHURA BIOSCIENCES INC
-65.79%
Shares10.6K
Event2026-03-31
Filed2026-04-13

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available