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The Analysis of Dakota Wealth Management's Holdings & P&L

Currently, Dakota Wealth Management holds 761 types of securities in its portfolio with a total value $4.6B. In the most recent quarter, they have increased their positions in SGOV (+440.9K shares, valued at $44.4M), SPDW (+575.7K shares, valued at $26.3M), SPYV (+457.0K shares, valued at $25.9M); decreased their positions in KLAC (-804.7K shares, valued at $1.2B), N/A (-176.8K shares, valued at $33.9M), XLF (-305.8K shares, valued at $15.1M); initiated new positions in SGOV (+440.9K shares, valued at $44.4M), N/A (+250.5K shares, valued at $10.0M), DOV (+38.2K shares, valued at $8.0M).

1M P&L

+151.6M+2.83%

3M P&L

+241.1M+4.57%

HY P&L

+683.5M+14.16%

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/A2.1B

50.0%

2Consumer Electronics155.9M

3.8%

3Semiconductors135.2M

3.3%

Top Industries by Stock Count

1N/A284 stocks

40.6%

2Shell Companies23 stocks

3.3%

3Software - Application14 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR268.7K shares-1.84%2026-03-312026-05-07

AAPL APPLE INC614.3K shares-4.26%2026-03-312026-05-07

BIL SPDR SERIES TRUST1.3M shares5.85%2026-03-312026-05-07

MSFT MICROSOFT CORP265.5K shares-0.65%2026-03-312026-05-07

KLAC KLA CORP62.6K shares-92.78%2026-03-312026-05-07

SPDW SPDR INDEX SHS FDS2.0M shares41.67%2026-03-312026-05-07

VXUS VANGUARD STAR FDS1.0M shares4.75%2026-03-312026-05-07

ALPHABET INC ALPHABET INC269.1K shares1.39%2026-03-312026-05-07

Sponsored

NVDA NVIDIA CORPORATION426.2K shares-2.28%2026-03-312026-05-07

SPY STATE STR SPDR S&P 500 ETF T114.2K shares5.64%2026-03-312026-05-07

AMZN AMAZON COM INC336.5K shares-9.54%2026-03-312026-05-07

SPSM SPDR SERIES TRUST1.4M shares8.22%2026-03-312026-05-07

JPM JPMORGAN CHASE & CO221.4K shares-9.22%2026-03-312026-05-07

SPYV SPDR SERIES TRUST1.1M shares66.37%2026-03-312026-05-07

IGIB ISHARES TR1.1M shares7.81%2026-03-312026-05-07

MBB ISHARES TR603.6K shares10.48%2026-03-312026-05-07

Sponsored

INVESCO QQQ TR INVESCO QQQ TR98.4K shares4.44%2026-03-312026-05-07

SPYG SPDR SERIES TRUST566.8K shares70.09%2026-03-312026-05-07

XOM EXXON MOBIL CORP326.1K shares-2.99%2026-03-312026-05-07

COST COSTCO WHOLESALE CORPORATION53.8K shares5.47%2026-03-312026-05-07

IGSB ISHARES TR991.2K shares7.45%2026-03-312026-05-07

SGOV ISHARES TR440.9K sharesnew addition2026-03-312026-05-07

META META PLATFORMS INC70.3K shares-4.52%2026-03-312026-05-07

CAT CATERPILLAR INC56.7K shares-4.84%2026-03-312026-05-07

Sponsored

ALPHABET INC ALPHABET INC139.1K shares-6.87%2026-03-312026-05-07

V VISA INC129.7K shares-3.16%2026-03-312026-05-07

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T201.4K shares-46.75%2026-03-312026-05-07

CSCO CISCO SYS INC492.4K shares-5.99%2026-03-312026-05-07

IWM ISHARES TR148.2K shares-10.72%2026-03-312026-05-07

EA SERIES TRUST EA SERIES TRUST1.4M shares-0.00%2026-03-312026-05-07

JPST J P MORGAN EXCHANGE TRADED F704.4K shares20.30%2026-03-312026-05-07

BROADCOM INC BROADCOM INC114.9K shares-22.02%2026-03-312026-05-07

Sponsored

SHY ISHARES TR420.0K shares6.11%2026-03-312026-05-07

LLY ELI LILLY & CO36.8K shares21.98%2026-03-312026-05-07

XLK SELECT SECTOR SPDR TR253.2K shares-3.30%2026-03-312026-05-07

TJX TJX COS INC NEW208.3K shares0.83%2026-03-312026-05-07

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL65.9K shares-7.86%2026-03-312026-05-07

IWR ISHARES TR320.3K shares-13.66%2026-03-312026-05-07

VGIT VANGUARD SCOTTSDALE FDS504.8K shares15.72%2026-03-312026-05-07

ISHARES GOLD TR ISHARES GOLD TR328.9K shares-3.97%2026-03-312026-05-07

Sponsored

MUB ISHARES TR264.8K shares3.91%2026-03-312026-05-07

MERCK & CO INC MERCK & CO INC233.3K shares29.06%2026-03-312026-05-07

VTV VANGUARD INDEX FDS139.7K shares-23.76%2026-03-312026-05-07

NEM NEWMONT CORP240.4K shares1.12%2026-03-312026-05-07

PFF ISHARES TR833.1K shares-10.90%2026-03-312026-05-07

VOT VANGUARD INDEX FDS97.7K shares5.51%2026-03-312026-05-07

JNJ JOHNSON & JOHNSON102.7K shares-3.11%2026-03-312026-05-07

BK BANK NEW YORK MELLON CORP211.0K shares0.66%2026-03-312026-05-07

Sponsored

ABT ABBOTT LABORATORIES233.1K shares1.72%2026-03-312026-05-07

SPMD SPDR SERIES TRUST402.8K shares12.87%2026-03-312026-05-07

VTI VANGUARD INDEX FDS73.4K shares5.12%2026-03-312026-05-07

TIP ISHARES TR209.4K shares-10.22%2026-03-312026-05-07

VUG VANGUARD INDEX FDS52.3K shares-3.64%2026-03-312026-05-07

NFLX NETFLIX INC.233.5K shares-26.13%2026-03-312026-05-07

XLF SELECT SECTOR SPDR TR449.9K shares-40.47%2026-03-312026-05-07

PWR QUANTA SVCS INC39.3K shares-8.72%2026-03-312026-05-07

Sponsored

TLT ISHARES TR236.6K shares13.35%2026-03-312026-05-07

GE AEROSPACE GE AEROSPACE69.2K shares1.68%2026-03-312026-05-07

GLD SPDR GOLD TR45.1K shares-13.60%2026-03-312026-05-07

CBOE CBOE GLOBAL MKTS INC68.5K shares14.83%2026-03-312026-05-07

CMI CUMMINS INC34.5K shares80.53%2026-03-312026-05-07

MEDTRONIC PLC MEDTRONIC PLC211.4K shares2.85%2026-03-312026-05-07

EZU ISHARES INC287.0K shares4.57%2026-03-312026-05-07

SPYD SPDR SERIES TRUST392.1K shares8.74%2026-03-312026-05-07

Sponsored

AGG ISHARES TR175.2K shares10.86%2026-03-312026-05-07

CASY CASEYS GEN STORES INC23.8K shares1.11%2026-03-312026-05-07

CVX CHEVRON CORPORATION82.2K shares-1.34%2026-03-312026-05-07

WM WASTE MGMT INC DEL72.7K shares3.08%2026-03-312026-05-07

TMUS T-MOBILE US INC79.3K shares9.53%2026-03-312026-05-07

XLV SELECT SECTOR SPDR TR111.7K shares8.50%2026-03-312026-05-07

XLE SELECT SECTOR SPDR TR264.6K shares1.71%2026-03-312026-05-07

ADI ANALOG DEVICES INC50.4K shares13.67%2026-03-312026-05-07

Sponsored

VEU VANGUARD INTL EQUITY INDEX F212.5K shares8.70%2026-03-312026-05-07

SUB ISHARES TR147.8K shares2.20%2026-03-312026-05-07

HWM HOWMET AEROSPACE INC65.6K shares-18.77%2026-03-312026-05-07

DE DEERE & CO25.5K shares-1.31%2026-03-312026-05-07

VIG VANGUARD SPECIALIZED FUNDS66.8K shares0.17%2026-03-312026-05-07

PG PROCTER & GAMBLE CO94.0K shares-10.67%2026-03-312026-05-07

NEE NEXTERA ENERGY INC141.6K shares-3.41%2026-03-312026-05-07

SCHD SCHWAB STRATEGIC TR420.6K shares-4.71%2026-03-312026-05-07

Sponsored

VB VANGUARD INDEX FDS48.7K shares-2.94%2026-03-312026-05-07

AMGN AMGEN INC36.0K shares-2.77%2026-03-312026-05-07

MCD MCDONALDS CORP40.5K shares-2.76%2026-03-312026-05-07

DELL DELL TECHNOLOGIES INC73.7K shares789.11%2026-03-312026-05-07

XLI SELECT SECTOR SPDR TR73.0K shares5.49%2026-03-312026-05-07

IWF ISHARES TR27.6K shares-20.99%2026-03-312026-05-07

AVUV AMERICAN CENTY ETF TR106.6K shares-11.26%2026-03-312026-05-07

SRE SEMPRA119.5K shares7.99%2026-03-312026-05-07

Sponsored

QCOM QUALCOMM INC90.0K shares10.46%2026-03-312026-05-07

XLB SELECT SECTOR SPDR TR231.4K shares7.10%2026-03-312026-05-07

PGR PROGRESSIVE CORP58.1K shares-8.70%2026-03-312026-05-07

ABBV ABBVIE INC52.7K shares-5.35%2026-03-312026-05-07

GS GOLDMAN SACHS GROUP INC13.5K shares-25.75%2026-03-312026-05-07

IJJ ISHARES TR84.0K shares4.05%2026-03-312026-05-07

FEOE RBB FUND TRUST219.5K shares6.15%2026-03-312026-05-07

PFE PFIZER INC394.2K shares8.02%2026-03-312026-05-07

Sponsored

AMD ADVANCED MICRO DEVICES INC54.4K shares4.17%2026-03-312026-05-07

DIS DISNEY WALT CO111.1K shares6.65%2026-03-312026-05-07

PEP PEPSICO INC69.0K shares-3.56%2026-03-312026-05-07

HD HOME DEPOT INC32.0K shares-26.85%2026-03-312026-05-07

ROL ROLLINS INC192.2K shares5.06%2026-03-312026-05-07

CENCORA INC CENCORA INC32.4K shares-6.10%2026-03-312026-05-07

ORCL ORACLE CORP69.0K shares-7.80%2026-03-312026-05-07

AMCOR PLC AMCOR PLC250.5K sharesnew addition2026-03-312026-05-07

Sponsored

XLU SELECT SECTOR SPDR TR215.8K shares-1.29%2026-03-312026-05-07

VANGUARD INDEX FDS VANGUARD INDEX FDS16.5K shares0.76%2026-03-312026-05-07

FDX FEDEX CORP27.5K shares7.18%2026-03-312026-05-07

VZ VERIZON COMMUNICATIONS INC195.4K shares9.62%2026-03-312026-05-07

KEYS KEYSIGHT TECHNOLOGIES INC34.7K shares1313.57%2026-03-312026-05-07

FBND FIDELITY MERRIMACK STR TR212.0K shares2.51%2026-03-312026-05-07

BAC BANK AMERICA CORP196.7K shares-2.68%2026-03-312026-05-07

VO VANGUARD INDEX FDS33.3K shares-0.35%2026-03-312026-05-07

Sponsored

XLC SELECT SECTOR SPDR TR85.1K shares-3.90%2026-03-312026-05-07

MUNI PIMCO ETF TR177.9K shares10.50%2026-03-312026-05-07

VLO VALERO ENERGY CORP37.1K shares4.40%2026-03-312026-05-07

VANECK FDS VANECK FDS174.7K shares2.42%2026-03-312026-05-07

MA MASTERCARD INCORPORATED17.4K shares37.63%2026-03-312026-05-07

PANW PALO ALTO NETWORKS INC53.7K shares-6.23%2026-03-312026-05-07

VRT VERTIV HOLDINGS CO34.2K shares-16.36%2026-03-312026-05-07

LHX L3HARRIS TECHNOLOGIES INC24.5K shares-0.39%2026-03-312026-05-07

Sponsored

PHYS SPROTT ASSET MANAGEMENT LP237.1K shares18.16%2026-03-312026-05-07

MPWR MONOLITHIC PWR SYS INC7.7K shares23.16%2026-03-312026-05-07

BIIB BIOGEN INC45.6K shares-0.68%2026-03-312026-05-07

CB CHUBB LTD SWITZ25.6K shares-10.60%2026-03-312026-05-07

PYLD PIMCO ETF TR313.5K shares-6.59%2026-03-312026-05-07

VHT VANGUARD WORLD FD30.0K shares-0.35%2026-03-312026-05-07

FCX FREEPORT MCMORAN INC137.6K shares78.64%2026-03-312026-05-07

DOV DOVER CORP38.2K sharesnew addition2026-03-312026-05-07

Sponsored

IBM INTERNATIONAL BUSINESS MACHS31.3K shares-44.71%2026-03-312026-05-07

COF CAPITAL ONE FINL CORP40.7K shares-8.37%2026-03-312026-05-07

HYMB SPDR SERIES TRUST299.1K shares10.61%2026-03-312026-05-07

UNP UNION PAC CORP30.5K shares-3.46%2026-03-312026-05-07

AMAT APPLIED MATLS INC21.7K shares7.92%2026-03-312026-05-07

WMT WALMART INC59.4K shares-44.09%2026-03-312026-05-07

PSA PUBLIC STORAGE OPER CO27.2K shares486.95%2026-03-312026-05-07

KMI KINDER MORGAN INC DEL218.6K shares-7.87%2026-03-312026-05-07

Sponsored

ED CONSOLIDATED EDISON INC64.3K shares42.70%2026-03-312026-05-07

HYG ISHARES TR87.8K shares42.18%2026-03-312026-05-07

USIG ISHARES TR134.8K shares41.81%2026-03-312026-05-07

MDY STATE STR SPDR S&P MIDCAP 4011.0K shares-6.02%2026-03-312026-05-07

WRB BERKLEY W R CORP101.5K shares2.79%2026-03-312026-05-07

APH AMPHENOL CORP53.0K shares68.94%2026-03-312026-05-07

GQI NATIXIS ETF TR119.9K shares1.08%2026-03-312026-05-07

JCI JOHNSON CONTROLS INTERNATION50.1K shares30.55%2026-03-312026-05-07

Sponsored

MGMT UNIFIED SER TR145.5K shares-2.19%2026-03-312026-05-07

PSX PHILLIPS 6635.7K shares-23.40%2026-03-312026-05-07

COP CONOCOPHILLIPS49.3K shares2.42%2026-03-312026-05-07

HON HONEYWELL INTL INC27.8K shares-11.00%2026-03-312026-05-07

WAB WABTEC25.1K sharesnew addition2026-03-312026-05-07

DOW DOW HLDGS INC147.9K sharesnew addition2026-03-312026-05-07

AIRR FIRST TR EXCHANGE TRADED FD55.1K shares3.40%2026-03-312026-05-07

ZTS ZOETIS INC50.8K shares6.66%2026-03-312026-05-07

Sponsored

HAL HALLIBURTON CO153.1K sharesnew addition2026-03-312026-05-07

ITOT ISHARES TR41.8K shares-2.31%2026-03-312026-05-07

AEP AMERICAN ELEC PWR CO INC45.3K shares0.04%2026-03-312026-05-07

GILD GILEAD SCIENCES INC42.5K shares-0.70%2026-03-312026-05-07

CMDT PIMCO ETF TR182.5K shares2.64%2026-03-312026-05-07

MHD BLACKROCK MUNIHOLDINGS FD IN520.3K shares217.43%2026-03-312026-05-07

BLACKROCK INC BLACKROCK INC6.0K shares-19.94%2026-03-312026-05-07

WTW WILLIS TOWERS WATSON PLC LTD19.7K shares-11.28%2026-03-312026-05-07

Sponsored

EQIX EQUINIX INC5.8K shares-1.84%2026-03-312026-05-07

CCJ CAMECO CORP52.2K shares0.71%2026-03-312026-05-07

ORLY OREILLY AUTOMOTIVE INC61.1K shares-55.05%2026-03-312026-05-07

MPC MARATHON PETE CORP22.7K shares-4.14%2026-03-312026-05-07

KORP AMERICAN CENTY ETF TR117.5K shares-12.87%2026-03-312026-05-07

USMV ISHARES TR58.6K shares-3.05%2026-03-312026-05-07

IJR ISHARES TR43.6K shares-5.59%2026-03-312026-05-07

ARISTA NETWORKS INC ARISTA NETWORKS INC43.4K shares-16.23%2026-03-312026-05-07

Sponsored

VPU VANGUARD WORLD FD26.5K shares-1.24%2026-03-312026-05-07

XLY SELECT SECTOR SPDR TR48.0K shares-2.86%2026-03-312026-05-07

RTX RTX CORPORATION26.9K shares-6.77%2026-03-312026-05-07

KO COCA COLA CO67.9K shares-18.80%2026-03-312026-05-07

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND26.0K shares-14.15%2026-03-312026-05-07

CORP PIMCO ETF TR53.2K shares-11.23%2026-03-312026-05-07

TSLA TESLA INC13.7K shares-1.98%2026-03-312026-05-07

SCHG SCHWAB STRATEGIC TR174.1K shares1.14%2026-03-312026-05-07

Sponsored

SCHV SCHWAB STRATEGIC TR161.1K shares0.48%2026-03-312026-05-07

LAM RESEARCH CORP LAM RESEARCH CORP22.7K shares-20.88%2026-03-312026-05-07

LMT LOCKHEED MARTIN CORP8.0K shares-1.81%2026-03-312026-05-07

FPE FIRST TR EXCH TRADED FD III268.3K shares-15.42%2026-03-312026-05-07

CLOI VANECK ETF TRUST89.1K shares-1.65%2026-03-312026-05-07

MU MICRON TECHNOLOGY INC12.9K shares-24.78%2026-03-312026-05-07

ADM ARCHER DANIELS MIDLAND CO59.7K shares-2.03%2026-03-312026-05-07

SBUX STARBUCKS CORP48.4K shares-0.35%2026-03-312026-05-07

Sponsored

PNR PENTAIR PLC49.7K shares-14.46%2026-03-312026-05-07

CNQ CANADIAN NAT RES LTD MED TER88.6K shares3.63%2026-03-312026-05-07

GM GENERAL MTRS CO57.6K shares-6.75%2026-03-312026-05-07

VTES VANGUARD WELLINGTON FD42.3K shares-4.08%2026-03-312026-05-07

LH LABCORP HOLDINGS INC16.0K shares23.00%2026-03-312026-05-07

VGT VANGUARD WORLD FD6.0K shares-12.27%2026-03-312026-05-07

EXR EXTRA SPACE STORAGE INC31.5K sharesnew addition2026-03-312026-05-07

YUM YUM BRANDS INC26.4K shares31.48%2026-03-312026-05-07

Sponsored

FTCS FIRST TR EXCHANGE-TRADED FD44.0K shares-7.48%2026-03-312026-05-07

NUE NUCOR CORP23.8K shares70.01%2026-03-312026-05-07

SJM SMUCKER J M CO41.4K sharesnew addition2026-03-312026-05-07

XLP SELECT SECTOR SPDR TR48.6K shares-1.18%2026-03-312026-05-07

GLW CORNING INC29.2K shares-18.26%2026-03-312026-05-07

VXF VANGUARD INDEX FDS19.2K shares-2.93%2026-03-312026-05-07

IWB ISHARES TR10.8K shares-2.31%2026-03-312026-05-07

OEF ISHARES TR12.1K shares-2.14%2026-03-312026-05-07

Sponsored

ALLE ALLEGION PLC26.5K shares34.37%2026-03-312026-05-07

IJH ISHARES TR56.3K shares-0.76%2026-03-312026-05-07

BTT BLACKROCK MUN TARGET TERM TR166.7K shares26.01%2026-03-312026-05-07

SCHB SCHWAB STRATEGIC TR150.6K shares-0.24%2026-03-312026-05-07

O REALTY INCOME CORP61.7K shares-4.44%2026-03-312026-05-07

TKO TKO GROUP HOLDINGS INC18.7K shares414.58%2026-03-312026-05-07

RSG REPUBLIC SVCS INC17.0K shares-3.60%2026-03-312026-05-07

SPYM SPDR SERIES TRUST48.0K shares4.89%2026-03-312026-05-07

Sponsored

ARKB ARK 21SHARES BITCOIN ETF162.0K shares-10.13%2026-03-312026-05-07

SMH VANECK ETF TRUST9.5K shares130.83%2026-03-312026-05-07

VTEB VANGUARD MUN BD FDS70.0K shares1.41%2026-03-312026-05-07

SCHX SCHWAB STRATEGIC TR135.2K shares-57.10%2026-03-312026-05-07

FMTM EA SERIES TRUST97.6K shares2.35%2026-03-312026-05-07

CMCSA COMCAST CORP NEW117.8K shares-24.28%2026-03-312026-05-07

APP APPLOVIN CORP8.3K shares-22.03%2026-03-312026-05-07

GOVT ISHARES TR142.4K shares163.57%2026-03-312026-05-07

Sponsored

BND VANGUARD BD INDEX FDS44.3K shares15.68%2026-03-312026-05-07

EXPD EXPEDITORS INTL WASH INC22.7K shares39.71%2026-03-312026-05-07

AOR ISHARES TR50.2K shares-0.03%2026-03-312026-05-07

SCHE SCHWAB STRATEGIC TR98.1K shares-5.78%2026-03-312026-05-07

BDX BECTON DICKINSON & CO20.5K shares-9.19%2026-03-312026-05-07

UNH UNITEDHEALTH GROUP INC11.8K shares-24.76%2026-03-312026-05-07

QUAL ISHARES TR16.6K shares-0.14%2026-03-312026-05-07

SCHO SCHWAB STRATEGIC TR126.4K shares-7.02%2026-03-312026-05-07

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F53.4K shares-7.67%2026-03-312026-05-07

TFC TRUIST FINL CORP65.5K shares-1.42%2026-03-312026-05-07

EATON CORP PLC EATON CORP PLC8.4K shares-3.08%2026-03-312026-05-07

VST VISTRA CORP19.3K sharesnew addition2026-03-312026-05-07

DFSV DIMENSIONAL ETF TRUST80.8K shares23.24%2026-03-312026-05-07

SNA SNAP ON INC7.8K shares-3.90%2026-03-312026-05-07

MMC MARSH & MCLENNAN COS INC16.3K shares-6.31%2026-03-312026-05-07

IEF ISHARES TR29.4K shares-5.92%2026-03-312026-05-07

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TSM TAIWAN SEMICONDUCTOR MANUFAC8.2K shares168.01%2026-03-312026-05-07

ESE ESCO TECHNOLOGIES INC9.8K shares2.97%2026-03-312026-05-07

HSY HERSHEY CO13.2K shares-44.54%2026-03-312026-05-07

IBIT ISHARES BITCOIN TRUST ETF70.9K shares-9.68%2026-03-312026-05-07

MUC BLACKROCK MUNIHLDNGS CALI261.8K shares11.46%2026-03-312026-05-07

SYK STRYKER CORPORATION8.3K shares-24.06%2026-03-312026-05-07

APLE APPLE HOSPITALITY REIT INC235.8K shares0.76%2026-03-312026-05-07

SCHW SCHWAB CHARLES CORP28.5K shares-24.15%2026-03-312026-05-07

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BILS SPDR SERIES TRUST26.8K shares-16.62%2026-03-312026-05-07

MAR MARRIOTT INTL INC NEW8.1K shares-18.81%2026-03-312026-05-07

LOW LOWES COS INC11.1K shares-27.09%2026-03-312026-05-07

SLB SLB LIMITED50.9K shares356.29%2026-03-312026-05-07

FIVE FIVE BELOW INC11.3K shares67.43%2026-03-312026-05-07

ULTA ULTA BEAUTY INC4.9K shares-27.93%2026-03-312026-05-07

AEE AMEREN CORP23.4K shares0.93%2026-03-312026-05-07

RSPU INVESCO EXCHANGE TRADED FD T31.6K shares-3.03%2026-03-312026-05-07

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JBL JABIL INC9.4K shares47.62%2026-03-312026-05-07

VSDM VANGUARD MUN BD FDS32.7K shares-5.67%2026-03-312026-05-07

D DOMINION ENERGY INC39.9K shares-6.01%2026-03-312026-05-07

MINO PIMCO ETF TR53.8K shares3.42%2026-03-312026-05-07

CRUS CIRRUS LOGIC INC16.8K shares44.15%2026-03-312026-05-07

LINDE PLC LINDE PLC4.9K shares6.12%2026-03-312026-05-07

BMY BRISTOL-MYERS SQUIBB CO39.8K shares-10.11%2026-03-312026-05-07

DGII DIGI INTL INC50.1K shares176.59%2026-03-312026-05-07

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PNOV INNOVATOR ETFS TRUST58.6K shares-4.34%2026-03-312026-05-07

IXC ISHARES TR41.2K shares-22.72%2026-03-312026-05-07

RMD RESMED INC10.6K shares-68.86%2026-03-312026-05-07

BLV VANGUARD BD INDEX FDS34.3K shares4.80%2026-03-312026-05-07

QDPL PACER FDS TR58.5K shares-13.06%2026-03-312026-05-07

GEV GE VERNOVA INC2.7K shares-23.80%2026-03-312026-05-07

CIEN CIENA CORP6.0K sharesnew addition2026-03-312026-05-07

VWO VANGUARD INTL EQUITY INDEX F42.7K shares-1.26%2026-03-312026-05-07

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NSC NORFOLK SOUTHN CORP8.0K shares13.75%2026-03-312026-05-07

VEA VANGUARD TAX-MANAGED FDS35.3K shares1.16%2026-03-312026-05-07

VNQ VANGUARD INDEX FDS25.1K shares-1.06%2026-03-312026-05-07

NOC NORTHROP GRUMMAN CORP3.2K shares-0.93%2026-03-312026-05-07

GPN GLOBAL PMTS INC32.3K shares-6.57%2026-03-312026-05-07

VIK VIKING HOLDINGS LTD29.5K shares7.14%2026-03-312026-05-07

UBER UBER TECHNOLOGIES INC30.1K shares-70.11%2026-03-312026-05-07

CRWD CROWDSTRIKE HLDGS INC5.5K shares-40.87%2026-03-312026-05-07

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IESC IES HOLDINGS INC4.5K shares72.68%2026-03-312026-05-07

ISRG INTUITIVE SURGICAL INC4.6K shares-25.05%2026-03-312026-05-07

ALL ALLSTATE CORP10.3K shares-0.65%2026-03-312026-05-07

ITW ILLINOIS TOOL WKS INC8.2K shares-3.41%2026-03-312026-05-07

PM PHILIP MORRIS INTL INC12.7K shares-38.88%2026-03-312026-05-07

KMB KIMBERLY-CLARK CORP21.2K shares-2.58%2026-03-312026-05-07

WPM WHEATON PRECIOUS METALS CORP15.5K shares-22.54%2026-03-312026-05-07

TRV TRAVELERS COMPANIES INC6.9K shares-0.33%2026-03-312026-05-07

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TXN TEXAS INSTRS INC10.4K shares-29.64%2026-03-312026-05-07

XLRE SELECT SECTOR SPDR TR49.3K shares4.15%2026-03-312026-05-07

MUSA MURPHY USA INC4.0K shares43.52%2026-03-312026-05-07

EIM EATON VANCE MUN BD FD201.0K shares-3.20%2026-03-312026-05-07

PFG PRINCIPAL FINANCIAL GROUP IN21.4K shares-14.15%2026-03-312026-05-07

UNILEVER PLC UNILEVER PLC33.4K shares-4.72%2026-03-312026-05-07

SCHA SCHWAB STRATEGIC TR64.9K shares-3.31%2026-03-312026-05-07

GEN DIGITAL INC GEN DIGITAL INC100.2K shares-45.47%2026-03-312026-05-07

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MMM 3M CO12.9K shares-24.20%2026-03-312026-05-07

AKAM AKAMAI TECHNOLOGIES INC16.3K sharesnew addition2026-03-312026-05-07

CELESTICA INC CELESTICA INC6.5K sharesnew addition2026-03-312026-05-07

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW14.0K shares3.17%2026-03-312026-05-07

ONTO ONTO INNOVATION INC8.9K shares132.10%2026-03-312026-05-07

CITIGROUP INC CITIGROUP INC16.0K shares11.99%2026-03-312026-05-07

GRID FIRST TR EXCHANGE-TRADED FD11.1K sharesnew addition2026-03-312026-05-07

CRM SALESFORCE INC9.7K shares-74.01%2026-03-312026-05-07

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JIRE J P MORGAN EXCHANGE TRADED F23.8K shares-34.72%2026-03-312026-05-07

AXP AMERICAN EXPRESS CO5.9K shares-20.44%2026-03-312026-05-07

PWRD TCW ETF TRUST18.4K shares42.56%2026-03-312026-05-07

USB US BANCORP34.4K shares-1.40%2026-03-312026-05-07

VTR VENTAS INC21.9K shares-43.63%2026-03-312026-05-07

VOX VANGUARD WORLD FD9.9K shares-1.61%2026-03-312026-05-07

IWO ISHARES TR5.7K shares-29.27%2026-03-312026-05-07

ALPS ETF TR ALPS ETF TR33.7K shares16.55%2026-03-312026-05-07

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IBB ISHARES TR10.3K shares203.11%2026-03-312026-05-07

IWV ISHARES TR4.7K shares-5.38%2026-03-312026-05-07

ENB ENBRIDGE INC32.1K shares-2.72%2026-03-312026-05-07

AJG GALLAGHER ARTHUR J & CO8.0K shares-46.45%2026-03-312026-05-07

KNF KNIFE RIVER CORP21.1K shares-1.23%2026-03-312026-05-07

MNST MONSTER BEVERAGE CORP NEW23.8K shares61.60%2026-03-312026-05-07

EME EMCOR GROUP INC2.3K shares30.01%2026-03-312026-05-07

VV VANGUARD INDEX FDS5.6K shares0.00%2026-03-312026-05-07

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MDLZ MONDELEZ INTL INC28.7K shares3.75%2026-03-312026-05-07

REGN REGENERON PHARMACEUTICALS2.1K shares-31.32%2026-03-312026-05-07

ROST ROSS STORES INC7.6K shares6.25%2026-03-312026-05-07

CDNS CADENCE DESIGN SYSTEM INC5.9K shares-5.56%2026-03-312026-05-07

NKE NIKE INC31.1K shares-3.97%2026-03-312026-05-07

TMO THERMO FISHER SCIENTIFIC INC3.3K shares-10.81%2026-03-312026-05-07

SLV ISHARES SILVER TR23.8K shares2.18%2026-03-312026-05-07

ASML ASML HLDG NV1.2K shares4.97%2026-03-312026-05-07

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MKC MCCORMICK & CO INC32.0K shares-21.82%2026-03-312026-05-07

CTAS CINTAS CORP9.5K shares-10.21%2026-03-312026-05-07

XEL XCEL ENERGY INC20.0K shares6.24%2026-03-312026-05-07

AER AERCAP HOLDINGS NV11.6K shares10.55%2026-03-312026-05-07

XPO XPO INC8.1K shares-44.38%2026-03-312026-05-07

EOG EOG RES INC10.9K shares1.89%2026-03-312026-05-07

SHW SHERWIN WILLIAMS CO4.8K shares33.08%2026-03-312026-05-07

MS MORGAN STANLEY9.3K shares-80.23%2026-03-312026-05-07

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TE CONNECTIVITY PLC TE CONNECTIVITY PLC7.3K shares-32.37%2026-03-312026-05-07

MYI BLACKROCK MUNIYIELD QUALITY144.7K sharesnew addition2026-03-312026-05-07

TDW TIDEWATER INC NEW18.2K shares-5.34%2026-03-312026-05-07

NDSN NORDSON CORP5.7K shares0.11%2026-03-312026-05-07

SCHM SCHWAB STRATEGIC TR48.5K shares-58.53%2026-03-312026-05-07

BLACKSTONE INC BLACKSTONE INC13.0K shares-80.09%2026-03-312026-05-07

RCL ROYAL CARIBBEAN GROUP5.4K shares-11.76%2026-03-312026-05-07

IHI ISHARES TR27.8K shares1.14%2026-03-312026-05-07

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GBCI GLACIER BANCORP INC NEW32.1K shares-1.66%2026-03-312026-05-07

NVT NVENT ELEC PLC12.0K shares5.36%2026-03-312026-05-07

VYM VANGUARD WHITEHALL FDS9.6K shares-18.88%2026-03-312026-05-07

DVY ISHARES TR9.3K shares2.68%2026-03-312026-05-07

MDU MDU RES GROUP INC67.6K shares-1.11%2026-03-312026-05-07

SDY SPDR SERIES TRUST9.5K shares0.00%2026-03-312026-05-07

NUKZ EXCHANGE TRADED CONCEPTS TRU20.9K shares60.26%2026-03-312026-05-07

INTC INTEL CORP30.7K shares-51.90%2026-03-312026-05-07

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IWD ISHARES TR6.3K shares-3.04%2026-03-312026-05-07

AEM AGNICO EAGLE MINES LTD6.6K shares6.10%2026-03-312026-05-07

ARKK ARK ETF TR19.8K shares-23.96%2026-03-312026-05-07

MQY BLACKROCK MUNIYILD QULT FD I120.8K shares700.17%2026-03-312026-05-07

STRL STERLING INFRASTRUCTURE INC3.2K shares-23.62%2026-03-312026-05-07

PLXS PLEXUS CORP6.5K shares79.24%2026-03-312026-05-07

TER TERADYNE INC4.4K shares-32.92%2026-03-312026-05-07

DVN DEVON ENERGY CORP NEW25.8K shares-43.49%2026-03-312026-05-07

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VPL VANGUARD INTL EQUITY INDEX F13.2K shares-3.01%2026-03-312026-05-07

SLYG SPDR SERIES TRUST13.4K sharesnew addition2026-03-312026-05-07

ENFR ALPS ETF TR33.7K shares96.62%2026-03-312026-05-07

ASTS AST SPACEMOBILE INC15.5K shares42.01%2026-03-312026-05-07

MTRN MATERION CORP8.9K shares-21.50%2026-03-312026-05-07

CSRE COHEN & STEERS ETF TRUST48.2K sharesnew addition2026-03-312026-05-07

VRTX VERTEX PHARMACEUTICALS INC2.8K shares7.85%2026-03-312026-05-07

MEDP MEDPACE HLDGS INC2.6K shares58.71%2026-03-312026-05-07

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BSV VANGUARD BD INDEX FDS16.0K shares-13.79%2026-03-312026-05-07

GXO GXO LOGISTICS INCORPORATED24.3K shares-26.00%2026-03-312026-05-07

ITT INC ITT INC6.5K shares0.78%2026-03-312026-05-07

GRMN GARMIN LTD5.3K shares-2.18%2026-03-312026-05-07

CORT CORCEPT THERAPEUTICS INC30.2K shares0.00%2026-03-312026-05-07

URI UNITED RENTALS INC1.7K shares-26.25%2026-03-312026-05-07

T AT&T INC41.7K shares-5.91%2026-03-312026-05-07

SBLK STAR BULK CARRIERS CORP.52.4K shares-6.96%2026-03-312026-05-07

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BA BOEING CO6.0K shares-18.96%2026-03-312026-05-07

TM TOYOTA MOTOR CORP5.8K shares-35.86%2026-03-312026-05-07

EEMV ISHARES INC18.4K shares-2.04%2026-03-312026-05-07

VTHR VANGUARD SCOTTSDALE FDS4.1K shares4.57%2026-03-312026-05-07

IXN ISHARES TR11.6K shares-35.00%2026-03-312026-05-07

ACGL ARCH CAP GROUP LTD12.0K shares31.70%2026-03-312026-05-07

HACK AMPLIFY ETF TR15.2K shares0.07%2026-03-312026-05-07

MELI MERCADOLIBRE INC660 shares-3.79%2026-03-312026-05-07

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MSCI MSCI INC2.1K shares-1.45%2026-03-312026-05-07

DTCR GLOBAL X FDS47.0K shares35.62%2026-03-312026-05-07

APTIV PLC APTIV PLC16.1K shares-28.51%2026-03-312026-05-07

AFB ALLIANCEBERNSTEIN NATL MUN I104.1K shares57.23%2026-03-312026-05-07

IEUR ISHARES TR15.8K shares-0.69%2026-03-312026-05-07

KTF DWS MUN INCOME TR120.9K shares-1.47%2026-03-312026-05-07

NLR VANECK ETF TRUST8.2K sharesnew addition2026-03-312026-05-07

MMIT NEW YORK LIFE INVTS ACTIVE E45.3K shares27.33%2026-03-312026-05-07

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MYN BLACKROCK MUNIYIELD N Y QUAL113.3K shares207.71%2026-03-312026-05-07

CEF SPROTT ASSET MANAGEMENT LP22.7K shares-24.96%2026-03-312026-05-07

KD KYNDRYL HLDGS INC80.7K shares94.15%2026-03-312026-05-07

PACH PIONEER ACQUISITION I CORP104.1K shares-4.50%2026-03-312026-05-07

SPGI S&P GLOBAL INC2.5K shares-18.32%2026-03-312026-05-07

CGBL CAPITAL GROUP CORE BALANCED30.3K shares19.23%2026-03-312026-05-07

SYY SYSCO CORP14.6K shares-18.21%2026-03-312026-05-07

SKYY FIRST TR EXCHANGE-TRADED FD9.5K shares-0.21%2026-03-312026-05-07

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FINS ANGEL OAK FINL STRATEGIES IN80.8K shares3.85%2026-03-312026-05-07

PAGP PLAINS GP HLDGS L P42.4K shares0.18%2026-03-312026-05-07

PJAN INNOVATOR ETFS TRUST22.2K sharesnew addition2026-03-312026-05-07

PH PARKER-HANNIFIN CORP1.1K shares15.94%2026-03-312026-05-07

GDV GABELLI DIVID & INCOME TR37.2K shares-1.97%2026-03-312026-05-07

CACI CACI INTL INC1.8K shares34.06%2026-03-312026-05-07

TBLD THORNBURG INCM BUILDER OPP T47.2K shares-5.07%2026-03-312026-05-07

ICF ISHARES TR16.1K shares-1.46%2026-03-312026-05-07

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ASTRAZENECA PLC ASTRAZENECA PLC5.1K sharesnew addition2026-03-312026-05-07

CWI SPDR INDEX SHS FDS27.2K shares-11.52%2026-03-312026-05-07

IAT ISHARES TR18.5K shares0.00%2026-03-312026-05-07

DEO DIAGEO PLC13.3K shares-7.88%2026-03-312026-05-07

G GENPACT LIMITED26.5K sharesnew addition2026-03-312026-05-07

SCHF SCHWAB STRATEGIC TR39.6K shares4.13%2026-03-312026-05-07

PRU PRUDENTIAL FINL INC10.0K shares-22.63%2026-03-312026-05-07

BWXT BWX TECHNOLOGIES INC4.8K sharesnew addition2026-03-312026-05-07

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QQQX NUVEEN NASDAQ 100 DYNAMIC OV36.0K shares-1.21%2026-03-312026-05-07

TGB TASEKO MINES LTD143.1K shares-55.43%2026-03-312026-05-07

NTCT NETSCOUT SYS INC29.0K sharesnew addition2026-03-312026-05-07

IYW ISHARES TR5.1K shares0.00%2026-03-312026-05-07

SFM SPROUTS FMRS MKT INC11.9K shares3.69%2026-03-312026-05-07

CSQ CALAMOS STRATEGIC TOTAL RETU53.6K shares25.01%2026-03-312026-05-07

ADBE ADOBE INC3.7K shares12.38%2026-03-312026-05-07

FMDE FIDELITY COVINGTON TRUST24.9K shares0.74%2026-03-312026-05-07

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DFAT DIMENSIONAL ETF TRUST14.2K shares-8.38%2026-03-312026-05-07

KNTK KINETIK HOLDINGS INC18.0K shares-8.74%2026-03-312026-05-07

EMBJ EMBRAER S.A.14.7K shares4.08%2026-03-312026-05-07

SHYD VANECK ETF TRUST38.3K shares-31.49%2026-03-312026-05-07

VGK VANGUARD INTL EQUITY INDEX F10.5K shares-0.89%2026-03-312026-05-07

APEX TREAS CORP APEX TREAS CORP86.3K sharesnew addition2026-03-312026-05-07

DOCU DOCUSIGN INC18.1K shares-21.85%2026-03-312026-05-07

SHM SPDR SERIES TRUST17.8K shares-0.78%2026-03-312026-05-07

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MO ALTRIA GROUP INC12.8K shares22.73%2026-03-312026-05-07

PNC PNC FINL SVCS GROUP INC4.1K shares7.12%2026-03-312026-05-07

NBIS NEBIUS GROUP N.V.8.1K sharesnew addition2026-03-312026-05-07

WIA WESTERN ASSET INFLT LNK INC103.7K shares0.92%2026-03-312026-05-07

SYF SYNCHRONY FINANCIAL12.3K sharesnew addition2026-03-312026-05-07

FLNG FLEX LNG LTD28.0K shares-7.05%2026-03-312026-05-07

ZBH ZIMMER BIOMET HOLDINGS INC9.2K shares-22.37%2026-03-312026-05-07

NBXG NEUBERGER NEXT GENERATION64.2K shares0.34%2026-03-312026-05-07

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NOW SERVICENOW INC7.9K shares-84.52%2026-03-312026-05-07

AXON AXON ENTERPRISE INC1.9K shares0.47%2026-03-312026-05-07

GDX VANECK ETF TRUST8.9K shares29.96%2026-03-312026-05-07

SO SOUTHERN CO8.5K shares16.44%2026-03-312026-05-07

XLSR SSGA ACTIVE TR14.1K shares-8.07%2026-03-312026-05-07

UPS UNITED PARCEL SVCS INC8.2K shares-19.57%2026-03-312026-05-07

CW CURTISS WRIGHT CORP1.2K shares-47.13%2026-03-312026-05-07

ORIQ ORIGIN INVT CORP I78.3K shares-3.95%2026-03-312026-05-07

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POCT INNOVATOR ETFS TRUST18.4K shares0.00%2026-03-312026-05-07

VICI VICI PPTYS INC29.0K shares23.42%2026-03-312026-05-07

WAT WATERS CORP2.7K sharesnew addition2026-03-312026-05-07

PSTL POSTAL REALTY TRUST INC41.9K shares-14.69%2026-03-312026-05-07

CWEN.A CLEARWAY ENERGY INC19.8K shares-18.20%2026-03-312026-05-07

PCAR PACCAR INC6.7K shares-5.28%2026-03-312026-05-07

SNX TD SYNNEX CORPORATION4.6K sharesnew addition2026-03-312026-05-07

SLM SLM CORP35.9K shares-1.51%2026-03-312026-05-07

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SBRA SABRA HEALTH CARE REIT INC39.9K shares-13.60%2026-03-312026-05-07

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC10.8K shares-14.50%2026-03-312026-05-07

SHOP SHOPIFY INC6.4K shares5.66%2026-03-312026-05-07

PLTR PALANTIR TECHNOLOGIES INC5.2K shares-58.24%2026-03-312026-05-07

CLX CLOROX CO DEL7.3K shares-6.08%2026-03-312026-05-07

ARW ARROW ELECTRS INC5.3K shares-43.49%2026-03-312026-05-07

SMFG SUMITOMO MITSUI FIN GRP INC38.2K shares0.72%2026-03-312026-05-07

CARR CARRIER GLOBAL CORPORATION13.3K shares-27.19%2026-03-312026-05-07

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TRIP TRIPADVISOR INC68.9K shares-19.89%2026-03-312026-05-07

MKTN FEDERATED HERMES ETF TRUST28.3K shares5.32%2026-03-312026-05-07

MCK MCKESSON CORP848 shares-16.45%2026-03-312026-05-07

ENS ENERSYS4.2K sharesnew addition2026-03-312026-05-07

ADP AUTOMATIC DATA PROCESSING IN3.6K shares-3.13%2026-03-312026-05-07

QSEA QUARTZSEA ACQUISITION CORP69.5K shares0.00%2026-03-312026-05-07

IVW ISHARES TR6.4K shares0.49%2026-03-312026-05-07

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-05-07

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HSIC SCHEIN HENRY INC9.6K shares-0.90%2026-03-312026-05-07

COHERENT CORP COHERENT CORP3.0K shares132.52%2026-03-312026-05-07

RHP RYMAN HOSPITALITY PPTYS INC7.6K shares-11.17%2026-03-312026-05-07

WEC ENERGY GROUP INC WEC ENERGY GROUP INC6.0K shares-0.15%2026-03-312026-05-07

FLOT ISHARES TR13.6K shares0.00%2026-03-312026-05-07

CVS CVS HEALTH CORP9.6K shares-59.38%2026-03-312026-05-07

WFC WELLS FARGO & CO8.7K shares-0.39%2026-03-312026-05-07

CSX CSX CORP16.7K shares38.87%2026-03-312026-05-07

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BBY BEST BUY INC10.6K sharesnew addition2026-03-312026-05-07

EWBC EAST WEST BANCORP INC6.4K shares-5.29%2026-03-312026-05-07

AFL AFLAC INC6.2K shares-12.52%2026-03-312026-05-07

QQQM INVESCO EXCH TRADED FD TR II2.8K shares-8.07%2026-03-312026-05-07

ECL ECOLAB INC2.5K shares-0.24%2026-03-312026-05-07

CUBE CUBESMART18.4K shares119.85%2026-03-312026-05-07

LAMR LAMAR ADVERTISING CO5.2K shares-30.25%2026-03-312026-05-07

VCRM VANGUARD MUN BD FDS8.8K shares0.00%2026-03-312026-05-07

Sponsored

FI FISERV INC11.8K shares263.98%2026-03-312026-05-07

MCHPP MICROCHIP TECHNOLOGY INC.11.6K shares-12.59%2026-03-312026-05-07

IMAX IMAX CORP17.2K shares8.46%2026-03-312026-05-07

NU NU HLDGS LTD45.5K sharesnew addition2026-03-312026-05-07

FFIV F5 INC2.2K sharesnew addition2026-03-312026-05-07

VGSH VANGUARD SCOTTSDALE FDS11.1K shares-12.60%2026-03-312026-05-07

EG EVEREST GROUP LTD2.0K shares-1.75%2026-03-312026-05-07

VOE VANGUARD INDEX FDS3.5K shares-44.03%2026-03-312026-05-07

Sponsored

KEX KIRBY CORP4.8K sharesnew addition2026-03-312026-05-07

WDC WESTERN DIGITAL CORP2.3K shares-45.08%2026-03-312026-05-07

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.8K shares-0.75%2026-03-312026-05-07

RANG RANGE CAP ACQUISITION CORP60.0K shares0.00%2026-03-312026-05-07

TSLX SIXTH STREET SPECIALTY LENDI34.3K shares-11.73%2026-03-312026-05-07

SETM SPROTT FDS TR19.0K shares91.42%2026-03-312026-05-07

PAHC PHIBRO ANIMAL HEALTH CORP11.4K sharesnew addition2026-03-312026-05-07

TT TRANE TECHNOLOGIES PLC1.5K shares36.42%2026-03-312026-05-07

Sponsored

JMST J P MORGAN EXCHANGE TRADED F12.2K shares0.00%2026-03-312026-05-07

ORI OLD REP INTL CORP15.6K shares-7.34%2026-03-312026-05-07

MGRC MCGRATH RENTCORP5.6K shares0.00%2026-03-312026-05-07

IYM ISHARES TR3.5K shares0.00%2026-03-312026-05-07

IVV

ISHARES TR

-1.84%

Shares268.7K

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC

-4.26%

Shares614.3K

Event2026-03-31

Filed2026-05-07

BIL

SPDR SERIES TRUST

5.85%

Shares1.3M

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT CORP

-0.65%

Shares265.5K

Event2026-03-31

Filed2026-05-07

KLAC

KLA CORP

-92.78%

Shares62.6K

Event2026-03-31

Filed2026-05-07

SPDW

SPDR INDEX SHS FDS

41.67%

Shares2.0M

Event2026-03-31

Filed2026-05-07

VXUS

VANGUARD STAR FDS

4.75%

Shares1.0M

Event2026-03-31

Filed2026-05-07

ALPHABET INC

1.39%

Shares269.1K

Event2026-03-31

Filed2026-05-07

NVDA

NVIDIA CORPORATION

-2.28%

Shares426.2K

Event2026-03-31

Filed2026-05-07

SPY

STATE STR SPDR S&P 500 ETF T

5.64%

Shares114.2K

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON COM INC

-9.54%

Shares336.5K

Event2026-03-31

Filed2026-05-07

SPSM

SPDR SERIES TRUST

8.22%

Shares1.4M

Event2026-03-31

Filed2026-05-07

JPM

JPMORGAN CHASE & CO

-9.22%

Shares221.4K

Event2026-03-31

Filed2026-05-07

SPYV

SPDR SERIES TRUST

66.37%

Shares1.1M

Event2026-03-31

Filed2026-05-07

IGIB

ISHARES TR

7.81%

Shares1.1M

Event2026-03-31

Filed2026-05-07

MBB

ISHARES TR

10.48%

Shares603.6K

Event2026-03-31

Filed2026-05-07

INVESCO QQQ TR

4.44%

Shares98.4K

Event2026-03-31

Filed2026-05-07

SPYG

SPDR SERIES TRUST

70.09%

Shares566.8K

Event2026-03-31

Filed2026-05-07

XOM

EXXON MOBIL CORP

-2.99%

Shares326.1K

Event2026-03-31

Filed2026-05-07

COST

COSTCO WHOLESALE CORPORATION

5.47%

Shares53.8K

Event2026-03-31

Filed2026-05-07

IGSB

ISHARES TR

7.45%

Shares991.2K

Event2026-03-31

Filed2026-05-07

SGOV

ISHARES TR

New

Shares440.9K

Event2026-03-31

Filed2026-05-07

META

META PLATFORMS INC

-4.52%

Shares70.3K

Event2026-03-31

Filed2026-05-07

CAT

CATERPILLAR INC

-4.84%

Shares56.7K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

-6.87%

Shares139.1K

Event2026-03-31

Filed2026-05-07

VISA INC

-3.16%

Shares129.7K

Event2026-03-31

Filed2026-05-07

INVESCO EXCHANGE TRADED FD T

-46.75%

Shares201.4K

Event2026-03-31

Filed2026-05-07

CSCO

CISCO SYS INC

-5.99%

Shares492.4K

Event2026-03-31

Filed2026-05-07

IWM

ISHARES TR

-10.72%

Shares148.2K

Event2026-03-31

Filed2026-05-07

EA SERIES TRUST

-0.00%

Shares1.4M

Event2026-03-31

Filed2026-05-07

JPST

J P MORGAN EXCHANGE TRADED F

20.30%

Shares704.4K

Event2026-03-31

Filed2026-05-07

BROADCOM INC

-22.02%

Shares114.9K

Event2026-03-31

Filed2026-05-07

SHY

ISHARES TR

6.11%

Shares420.0K

Event2026-03-31

Filed2026-05-07

LLY

ELI LILLY & CO

21.98%

Shares36.8K

Event2026-03-31

Filed2026-05-07

XLK

SELECT SECTOR SPDR TR

-3.30%

Shares253.2K

Event2026-03-31

Filed2026-05-07

TJX

TJX COS INC NEW

0.83%

Shares208.3K

Event2026-03-31

Filed2026-05-07

BERKSHIRE HATHAWAY INC DEL

-7.86%

Shares65.9K

Event2026-03-31

Filed2026-05-07

IWR

ISHARES TR

-13.66%

Shares320.3K

Event2026-03-31

Filed2026-05-07

VGIT

VANGUARD SCOTTSDALE FDS

15.72%

Shares504.8K

Event2026-03-31

Filed2026-05-07

ISHARES GOLD TR

-3.97%

Shares328.9K

Event2026-03-31

Filed2026-05-07

MUB

ISHARES TR

3.91%

Shares264.8K

Event2026-03-31

Filed2026-05-07

MERCK & CO INC

29.06%

Shares233.3K

Event2026-03-31

Filed2026-05-07

VTV

VANGUARD INDEX FDS

-23.76%

Shares139.7K

Event2026-03-31

Filed2026-05-07

NEM

NEWMONT CORP

1.12%

Shares240.4K

Event2026-03-31

Filed2026-05-07

PFF

ISHARES TR

-10.90%

Shares833.1K

Event2026-03-31

Filed2026-05-07

VOT

VANGUARD INDEX FDS

5.51%

Shares97.7K

Event2026-03-31

Filed2026-05-07

JNJ

JOHNSON & JOHNSON

-3.11%

Shares102.7K

Event2026-03-31

Filed2026-05-07

BANK NEW YORK MELLON CORP

0.66%

Shares211.0K

Event2026-03-31

Filed2026-05-07

ABT

ABBOTT LABORATORIES

1.72%

Shares233.1K

Event2026-03-31

Filed2026-05-07

SPMD

SPDR SERIES TRUST

12.87%

Shares402.8K

Event2026-03-31

Filed2026-05-07

VTI

VANGUARD INDEX FDS

5.12%

Shares73.4K

Event2026-03-31

Filed2026-05-07

TIP

ISHARES TR

-10.22%

Shares209.4K

Event2026-03-31

Filed2026-05-07

VUG

VANGUARD INDEX FDS

-3.64%

Shares52.3K

Event2026-03-31

Filed2026-05-07

NFLX

NETFLIX INC.

-26.13%

Shares233.5K

Event2026-03-31

Filed2026-05-07

XLF

SELECT SECTOR SPDR TR

-40.47%

Shares449.9K

Event2026-03-31

Filed2026-05-07

PWR

QUANTA SVCS INC

-8.72%

Shares39.3K

Event2026-03-31

Filed2026-05-07

TLT

ISHARES TR

13.35%

Shares236.6K

Event2026-03-31

Filed2026-05-07

GE AEROSPACE

1.68%

Shares69.2K

Event2026-03-31

Filed2026-05-07

GLD

SPDR GOLD TR

-13.60%

Shares45.1K

Event2026-03-31

Filed2026-05-07

CBOE

CBOE GLOBAL MKTS INC

14.83%

Shares68.5K

Event2026-03-31

Filed2026-05-07

CMI

CUMMINS INC

80.53%

Shares34.5K

Event2026-03-31

Filed2026-05-07

MEDTRONIC PLC

2.85%

Shares211.4K

Event2026-03-31

Filed2026-05-07

EZU

ISHARES INC

4.57%

Shares287.0K

Event2026-03-31

Filed2026-05-07

SPYD

SPDR SERIES TRUST

8.74%

Shares392.1K

Event2026-03-31

Filed2026-05-07

AGG

ISHARES TR

10.86%

Shares175.2K

Event2026-03-31

Filed2026-05-07

CASY

CASEYS GEN STORES INC

1.11%

Shares23.8K

Event2026-03-31

Filed2026-05-07

CVX

CHEVRON CORPORATION

-1.34%

Shares82.2K

Event2026-03-31

Filed2026-05-07

WASTE MGMT INC DEL

3.08%

Shares72.7K

Event2026-03-31

Filed2026-05-07

TMUS

T-MOBILE US INC

9.53%

Shares79.3K

Event2026-03-31

Filed2026-05-07

XLV

SELECT SECTOR SPDR TR

8.50%

Shares111.7K

Event2026-03-31

Filed2026-05-07

XLE

SELECT SECTOR SPDR TR

1.71%

Shares264.6K

Event2026-03-31

Filed2026-05-07

ADI

ANALOG DEVICES INC

13.67%

Shares50.4K

Event2026-03-31

Filed2026-05-07

VEU

VANGUARD INTL EQUITY INDEX F

8.70%

Shares212.5K

Event2026-03-31

Filed2026-05-07

SUB

ISHARES TR

2.20%

Shares147.8K

Event2026-03-31

Filed2026-05-07

HWM

HOWMET AEROSPACE INC

-18.77%

Shares65.6K

Event2026-03-31

Filed2026-05-07

DEERE & CO

-1.31%

Shares25.5K

Event2026-03-31

Filed2026-05-07

VIG

VANGUARD SPECIALIZED FUNDS

0.17%

Shares66.8K

Event2026-03-31

Filed2026-05-07

PROCTER & GAMBLE CO

-10.67%

Shares94.0K

Event2026-03-31

Filed2026-05-07

NEE

NEXTERA ENERGY INC

-3.41%

Shares141.6K

Event2026-03-31

Filed2026-05-07

SCHD

SCHWAB STRATEGIC TR

-4.71%

Shares420.6K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

-2.94%

Shares48.7K

Event2026-03-31

Filed2026-05-07

AMGN

AMGEN INC

-2.77%

Shares36.0K

Event2026-03-31

Filed2026-05-07

MCD

MCDONALDS CORP

-2.76%

Shares40.5K

Event2026-03-31

Filed2026-05-07

DELL

DELL TECHNOLOGIES INC

789.11%

Shares73.7K

Event2026-03-31

Filed2026-05-07

XLI

SELECT SECTOR SPDR TR

5.49%

Shares73.0K

Event2026-03-31

Filed2026-05-07

IWF

ISHARES TR

-20.99%

Shares27.6K

Event2026-03-31

Filed2026-05-07

AVUV

AMERICAN CENTY ETF TR

-11.26%

Shares106.6K

Event2026-03-31

Filed2026-05-07

SRE

SEMPRA

7.99%

Shares119.5K

Event2026-03-31

Filed2026-05-07

QCOM

QUALCOMM INC

10.46%

Shares90.0K

Event2026-03-31

Filed2026-05-07

XLB

SELECT SECTOR SPDR TR

7.10%

Shares231.4K

Event2026-03-31

Filed2026-05-07

PGR

PROGRESSIVE CORP

-8.70%

Shares58.1K

Event2026-03-31

Filed2026-05-07

ABBV

ABBVIE INC

-5.35%

Shares52.7K

Event2026-03-31

Filed2026-05-07

GOLDMAN SACHS GROUP INC

-25.75%

Shares13.5K

Event2026-03-31

Filed2026-05-07

IJJ

ISHARES TR

4.05%

Shares84.0K

Event2026-03-31

Filed2026-05-07

FEOE

RBB FUND TRUST

6.15%

Shares219.5K

Event2026-03-31

Filed2026-05-07

PFE

PFIZER INC

8.02%

Shares394.2K

Event2026-03-31

Filed2026-05-07

AMD

ADVANCED MICRO DEVICES INC

4.17%

Shares54.4K

Event2026-03-31

Filed2026-05-07

DIS

DISNEY WALT CO

6.65%

Shares111.1K

Event2026-03-31

Filed2026-05-07

PEP

PEPSICO INC

-3.56%

Shares69.0K

Event2026-03-31

Filed2026-05-07

HOME DEPOT INC

-26.85%

Shares32.0K

Event2026-03-31

Filed2026-05-07

ROL

ROLLINS INC

5.06%

Shares192.2K

Event2026-03-31

Filed2026-05-07

CENCORA INC

-6.10%

Shares32.4K

Event2026-03-31

Filed2026-05-07

ORCL

ORACLE CORP

-7.80%

Shares69.0K

Event2026-03-31

Filed2026-05-07

AMCOR PLC

New

Shares250.5K

Event2026-03-31

Filed2026-05-07

XLU

SELECT SECTOR SPDR TR

-1.29%

Shares215.8K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

0.76%

Shares16.5K

Event2026-03-31

Filed2026-05-07

FDX

FEDEX CORP

7.18%

Shares27.5K

Event2026-03-31

Filed2026-05-07

VERIZON COMMUNICATIONS INC

9.62%

Shares195.4K

Event2026-03-31

Filed2026-05-07

KEYS

KEYSIGHT TECHNOLOGIES INC

1313.57%

Shares34.7K

Event2026-03-31

Filed2026-05-07

FBND

FIDELITY MERRIMACK STR TR

2.51%

Shares212.0K

Event2026-03-31

Filed2026-05-07

BAC

BANK AMERICA CORP

-2.68%

Shares196.7K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

-0.35%

Shares33.3K

Event2026-03-31

Filed2026-05-07

XLC

SELECT SECTOR SPDR TR

-3.90%

Shares85.1K

Event2026-03-31

Filed2026-05-07

MUNI

PIMCO ETF TR

10.50%

Shares177.9K

Event2026-03-31

Filed2026-05-07

VLO

VALERO ENERGY CORP

4.40%

Shares37.1K

Event2026-03-31

Filed2026-05-07

VANECK FDS

2.42%

Shares174.7K

Event2026-03-31

Filed2026-05-07

MASTERCARD INCORPORATED

37.63%

Shares17.4K

Event2026-03-31

Filed2026-05-07

PANW

PALO ALTO NETWORKS INC

-6.23%

Shares53.7K

Event2026-03-31

Filed2026-05-07

VRT

VERTIV HOLDINGS CO

-16.36%

Shares34.2K

Event2026-03-31

Filed2026-05-07

LHX

L3HARRIS TECHNOLOGIES INC

-0.39%

Shares24.5K

Event2026-03-31

Filed2026-05-07

PHYS

SPROTT ASSET MANAGEMENT LP

18.16%

Shares237.1K

Event2026-03-31

Filed2026-05-07

MPWR

MONOLITHIC PWR SYS INC

23.16%

Shares7.7K

Event2026-03-31

Filed2026-05-07

BIIB

BIOGEN INC

-0.68%

Shares45.6K

Event2026-03-31

Filed2026-05-07

CHUBB LTD SWITZ

-10.60%

Shares25.6K

Event2026-03-31

Filed2026-05-07

PYLD

PIMCO ETF TR

-6.59%

Shares313.5K

Event2026-03-31

Filed2026-05-07

VHT

VANGUARD WORLD FD

-0.35%

Shares30.0K

Event2026-03-31

Filed2026-05-07

FCX

FREEPORT MCMORAN INC

78.64%

Shares137.6K

Event2026-03-31

Filed2026-05-07

DOV

DOVER CORP

New

Shares38.2K

Event2026-03-31

Filed2026-05-07

IBM

INTERNATIONAL BUSINESS MACHS

-44.71%

Shares31.3K

Event2026-03-31

Filed2026-05-07

COF

CAPITAL ONE FINL CORP

-8.37%

Shares40.7K

Event2026-03-31

Filed2026-05-07

HYMB

SPDR SERIES TRUST

10.61%

Shares299.1K

Event2026-03-31

Filed2026-05-07

UNP

UNION PAC CORP

-3.46%

Shares30.5K

Event2026-03-31

Filed2026-05-07

AMAT

APPLIED MATLS INC

7.92%

Shares21.7K

Event2026-03-31

Filed2026-05-07

WMT

WALMART INC

-44.09%

Shares59.4K

Event2026-03-31

Filed2026-05-07

PSA

PUBLIC STORAGE OPER CO

486.95%

Shares27.2K

Event2026-03-31

Filed2026-05-07

KMI

KINDER MORGAN INC DEL

-7.87%

Shares218.6K

Event2026-03-31

Filed2026-05-07

CONSOLIDATED EDISON INC

42.70%

Shares64.3K

Event2026-03-31

Filed2026-05-07

HYG

ISHARES TR

42.18%

Shares87.8K

Event2026-03-31

Filed2026-05-07

USIG

ISHARES TR

41.81%

Shares134.8K

Event2026-03-31

Filed2026-05-07

MDY

STATE STR SPDR S&P MIDCAP 40

-6.02%

Shares11.0K

Event2026-03-31

Filed2026-05-07

WRB

BERKLEY W R CORP

2.79%

Shares101.5K

Event2026-03-31

Filed2026-05-07

APH

AMPHENOL CORP

68.94%

Shares53.0K

Event2026-03-31

Filed2026-05-07

GQI

NATIXIS ETF TR

1.08%

Shares119.9K

Event2026-03-31

Filed2026-05-07

JCI

JOHNSON CONTROLS INTERNATION

30.55%

Shares50.1K

Event2026-03-31

Filed2026-05-07

MGMT

UNIFIED SER TR

-2.19%

Shares145.5K

Event2026-03-31

Filed2026-05-07

PSX

PHILLIPS 66

-23.40%

Shares35.7K

Event2026-03-31

Filed2026-05-07

COP

CONOCOPHILLIPS

2.42%

Shares49.3K

Event2026-03-31

Filed2026-05-07

HON

HONEYWELL INTL INC

-11.00%

Shares27.8K

Event2026-03-31

Filed2026-05-07

WAB

WABTEC

New

Shares25.1K

Event2026-03-31

Filed2026-05-07

DOW

DOW HLDGS INC

New

Shares147.9K

Event2026-03-31

Filed2026-05-07

AIRR

FIRST TR EXCHANGE TRADED FD

3.40%

Shares55.1K

Event2026-03-31

Filed2026-05-07

ZTS

ZOETIS INC

6.66%

Shares50.8K

Event2026-03-31

Filed2026-05-07

HAL

HALLIBURTON CO

New

Shares153.1K

Event2026-03-31

Filed2026-05-07

ITOT

ISHARES TR

-2.31%

Shares41.8K

Event2026-03-31

Filed2026-05-07

AEP

AMERICAN ELEC PWR CO INC

0.04%

Shares45.3K

Event2026-03-31

Filed2026-05-07

GILD

GILEAD SCIENCES INC

-0.70%

Shares42.5K

Event2026-03-31

Filed2026-05-07

CMDT

PIMCO ETF TR

2.64%

Shares182.5K

Event2026-03-31

Filed2026-05-07

MHD

BLACKROCK MUNIHOLDINGS FD IN

217.43%

Shares520.3K

Event2026-03-31

Filed2026-05-07

BLACKROCK INC

-19.94%

Shares6.0K

Event2026-03-31

Filed2026-05-07

WTW

WILLIS TOWERS WATSON PLC LTD

-11.28%

Shares19.7K

Event2026-03-31

Filed2026-05-07

EQIX

EQUINIX INC

-1.84%

Shares5.8K

Event2026-03-31

Filed2026-05-07

CCJ

CAMECO CORP

0.71%

Shares52.2K

Event2026-03-31

Filed2026-05-07

ORLY

OREILLY AUTOMOTIVE INC

-55.05%

Shares61.1K

Event2026-03-31

Filed2026-05-07

MPC

MARATHON PETE CORP

-4.14%

Shares22.7K

Event2026-03-31

Filed2026-05-07

KORP

AMERICAN CENTY ETF TR

-12.87%

Shares117.5K

Event2026-03-31

Filed2026-05-07

USMV

ISHARES TR

-3.05%

Shares58.6K

Event2026-03-31

Filed2026-05-07

IJR

ISHARES TR

-5.59%

Shares43.6K

Event2026-03-31

Filed2026-05-07

ARISTA NETWORKS INC

-16.23%

Shares43.4K

Event2026-03-31

Filed2026-05-07

VPU

VANGUARD WORLD FD

-1.24%

Shares26.5K

Event2026-03-31

Filed2026-05-07

XLY

SELECT SECTOR SPDR TR

-2.86%

Shares48.0K

Event2026-03-31

Filed2026-05-07

RTX

RTX CORPORATION

-6.77%

Shares26.9K

Event2026-03-31

Filed2026-05-07

COCA COLA CO

-18.80%

Shares67.9K

Event2026-03-31

Filed2026-05-07

ACCENTURE PLC IRELAND

-14.15%

Shares26.0K

Event2026-03-31

Filed2026-05-07

CORP

PIMCO ETF TR

-11.23%

Shares53.2K

Event2026-03-31

Filed2026-05-07

TSLA

TESLA INC

-1.98%

Shares13.7K

Event2026-03-31

Filed2026-05-07

SCHG

SCHWAB STRATEGIC TR

1.14%

Shares174.1K

Event2026-03-31

Filed2026-05-07

SCHV

SCHWAB STRATEGIC TR

0.48%

Shares161.1K

Event2026-03-31

Filed2026-05-07

LAM RESEARCH CORP

-20.88%

Shares22.7K

Event2026-03-31

Filed2026-05-07

LMT

LOCKHEED MARTIN CORP

-1.81%

Shares8.0K

Event2026-03-31

Filed2026-05-07

FPE

FIRST TR EXCH TRADED FD III

-15.42%

Shares268.3K

Event2026-03-31

Filed2026-05-07

CLOI

VANECK ETF TRUST

-1.65%

Shares89.1K

Event2026-03-31

Filed2026-05-07

MICRON TECHNOLOGY INC

-24.78%

Shares12.9K

Event2026-03-31

Filed2026-05-07

ADM

ARCHER DANIELS MIDLAND CO

-2.03%

Shares59.7K

Event2026-03-31

Filed2026-05-07

SBUX

STARBUCKS CORP

-0.35%

Shares48.4K

Event2026-03-31

Filed2026-05-07

PNR

PENTAIR PLC

-14.46%

Shares49.7K

Event2026-03-31

Filed2026-05-07

CNQ

CANADIAN NAT RES LTD MED TER

3.63%

Shares88.6K

Event2026-03-31

Filed2026-05-07

GENERAL MTRS CO

-6.75%

Shares57.6K

Event2026-03-31

Filed2026-05-07

VTES

VANGUARD WELLINGTON FD

-4.08%

Shares42.3K

Event2026-03-31

Filed2026-05-07

LABCORP HOLDINGS INC

23.00%

Shares16.0K

Event2026-03-31

Filed2026-05-07

VGT

VANGUARD WORLD FD

-12.27%

Shares6.0K

Event2026-03-31

Filed2026-05-07

EXR

EXTRA SPACE STORAGE INC

New

Shares31.5K

Event2026-03-31

Filed2026-05-07

YUM

YUM BRANDS INC

31.48%

Shares26.4K

Event2026-03-31

Filed2026-05-07

FTCS

FIRST TR EXCHANGE-TRADED FD

-7.48%

Shares44.0K

Event2026-03-31

Filed2026-05-07

NUE

NUCOR CORP

70.01%

Shares23.8K

Event2026-03-31

Filed2026-05-07

SJM

SMUCKER J M CO

New

Shares41.4K

Event2026-03-31

Filed2026-05-07

XLP

SELECT SECTOR SPDR TR

-1.18%

Shares48.6K

Event2026-03-31

Filed2026-05-07

GLW

CORNING INC

-18.26%

Shares29.2K

Event2026-03-31

Filed2026-05-07

VXF

VANGUARD INDEX FDS

-2.93%

Shares19.2K

Event2026-03-31

Filed2026-05-07

IWB

ISHARES TR

-2.31%

Shares10.8K

Event2026-03-31

Filed2026-05-07

OEF

ISHARES TR

-2.14%

Shares12.1K

Event2026-03-31

Filed2026-05-07

ALLE

ALLEGION PLC

34.37%

Shares26.5K

Event2026-03-31

Filed2026-05-07

IJH

ISHARES TR

-0.76%

Shares56.3K

Event2026-03-31

Filed2026-05-07

BTT

BLACKROCK MUN TARGET TERM TR

26.01%

Shares166.7K

Event2026-03-31

Filed2026-05-07

SCHB

SCHWAB STRATEGIC TR

-0.24%

Shares150.6K

Event2026-03-31

Filed2026-05-07

REALTY INCOME CORP

-4.44%

Shares61.7K

Event2026-03-31

Filed2026-05-07

TKO

TKO GROUP HOLDINGS INC

414.58%

Shares18.7K

Event2026-03-31

Filed2026-05-07

RSG

REPUBLIC SVCS INC

-3.60%

Shares17.0K

Event2026-03-31

Filed2026-05-07

SPYM

SPDR SERIES TRUST

4.89%

Shares48.0K

Event2026-03-31

Filed2026-05-07

ARKB

ARK 21SHARES BITCOIN ETF

-10.13%

Shares162.0K

Event2026-03-31

Filed2026-05-07

SMH

VANECK ETF TRUST

130.83%

Shares9.5K

Event2026-03-31

Filed2026-05-07

VTEB

VANGUARD MUN BD FDS

1.41%

Shares70.0K

Event2026-03-31

Filed2026-05-07

SCHX

SCHWAB STRATEGIC TR

-57.10%

Shares135.2K

Event2026-03-31

Filed2026-05-07

FMTM

EA SERIES TRUST

2.35%

Shares97.6K

Event2026-03-31

Filed2026-05-07

CMCSA

COMCAST CORP NEW

-24.28%

Shares117.8K

Event2026-03-31

Filed2026-05-07

APP

APPLOVIN CORP

-22.03%

Shares8.3K

Event2026-03-31

Filed2026-05-07

GOVT

ISHARES TR

163.57%

Shares142.4K

Event2026-03-31

Filed2026-05-07

BND

VANGUARD BD INDEX FDS

15.68%

Shares44.3K

Event2026-03-31

Filed2026-05-07

EXPD

EXPEDITORS INTL WASH INC

39.71%

Shares22.7K

Event2026-03-31

Filed2026-05-07

AOR

ISHARES TR

-0.03%

Shares50.2K

Event2026-03-31

Filed2026-05-07

SCHE

SCHWAB STRATEGIC TR

-5.78%

Shares98.1K

Event2026-03-31

Filed2026-05-07

BDX

BECTON DICKINSON & CO

-9.19%

Shares20.5K

Event2026-03-31

Filed2026-05-07

UNH

UNITEDHEALTH GROUP INC

-24.76%

Shares11.8K

Event2026-03-31

Filed2026-05-07

QUAL

ISHARES TR

-0.14%

Shares16.6K

Event2026-03-31

Filed2026-05-07

SCHO

SCHWAB STRATEGIC TR

-7.02%

Shares126.4K

Event2026-03-31

Filed2026-05-07

JEPI

J P MORGAN EXCHANGE TRADED F

-7.67%

Shares53.4K

Event2026-03-31

Filed2026-05-07

TFC

TRUIST FINL CORP

-1.42%

Shares65.5K

Event2026-03-31

Filed2026-05-07

EATON CORP PLC

-3.08%

Shares8.4K

Event2026-03-31

Filed2026-05-07

VST

VISTRA CORP

New

Shares19.3K

Event2026-03-31

Filed2026-05-07

DFSV

DIMENSIONAL ETF TRUST

23.24%

Shares80.8K

Event2026-03-31

Filed2026-05-07

SNA

SNAP ON INC

-3.90%

Shares7.8K

Event2026-03-31

Filed2026-05-07

MMC

MARSH & MCLENNAN COS INC

-6.31%

Shares16.3K

Event2026-03-31

Filed2026-05-07

IEF

ISHARES TR

-5.92%

Shares29.4K

Event2026-03-31

Filed2026-05-07

TSM

TAIWAN SEMICONDUCTOR MANUFAC

168.01%

Shares8.2K

Event2026-03-31

Filed2026-05-07

ESE

ESCO TECHNOLOGIES INC

2.97%

Shares9.8K

Event2026-03-31

Filed2026-05-07

HSY

HERSHEY CO

-44.54%

Shares13.2K

Event2026-03-31

Filed2026-05-07

IBIT

ISHARES BITCOIN TRUST ETF

-9.68%

Shares70.9K

Event2026-03-31

Filed2026-05-07

MUC

BLACKROCK MUNIHLDNGS CALI

11.46%

Shares261.8K

Event2026-03-31

Filed2026-05-07

SYK

STRYKER CORPORATION

-24.06%

Shares8.3K

Event2026-03-31

Filed2026-05-07

APLE

APPLE HOSPITALITY REIT INC

0.76%

Shares235.8K

Event2026-03-31

Filed2026-05-07

SCHW

SCHWAB CHARLES CORP

-24.15%

Shares28.5K

Event2026-03-31

Filed2026-05-07

BILS

SPDR SERIES TRUST

-16.62%

Shares26.8K

Event2026-03-31

Filed2026-05-07

MAR

MARRIOTT INTL INC NEW

-18.81%

Shares8.1K

Event2026-03-31

Filed2026-05-07

LOW

LOWES COS INC

-27.09%

Shares11.1K

Event2026-03-31

Filed2026-05-07

SLB

SLB LIMITED

356.29%

Shares50.9K

Event2026-03-31

Filed2026-05-07

FIVE

FIVE BELOW INC

67.43%

Shares11.3K

Event2026-03-31

Filed2026-05-07

ULTA

ULTA BEAUTY INC

-27.93%

Shares4.9K

Event2026-03-31

Filed2026-05-07

AEE

AMEREN CORP

0.93%

Shares23.4K

Event2026-03-31

Filed2026-05-07

RSPU

INVESCO EXCHANGE TRADED FD T

-3.03%

Shares31.6K

Event2026-03-31

Filed2026-05-07

JBL

JABIL INC

47.62%

Shares9.4K

Event2026-03-31

Filed2026-05-07

VSDM

VANGUARD MUN BD FDS

-5.67%

Shares32.7K

Event2026-03-31

Filed2026-05-07

DOMINION ENERGY INC

-6.01%

Shares39.9K

Event2026-03-31

Filed2026-05-07

MINO

PIMCO ETF TR

3.42%

Shares53.8K

Event2026-03-31

Filed2026-05-07

CRUS

CIRRUS LOGIC INC

44.15%

Shares16.8K

Event2026-03-31

Filed2026-05-07

LINDE PLC

6.12%

Shares4.9K

Event2026-03-31

Filed2026-05-07

BMY

BRISTOL-MYERS SQUIBB CO

-10.11%

Shares39.8K

Event2026-03-31

Filed2026-05-07

DGII

DIGI INTL INC

176.59%

Shares50.1K

Event2026-03-31

Filed2026-05-07

PNOV

INNOVATOR ETFS TRUST

-4.34%

Shares58.6K

Event2026-03-31

Filed2026-05-07

IXC

ISHARES TR

-22.72%

Shares41.2K

Event2026-03-31

Filed2026-05-07

RMD

RESMED INC

-68.86%

Shares10.6K

Event2026-03-31

Filed2026-05-07

BLV

VANGUARD BD INDEX FDS

4.80%

Shares34.3K

Event2026-03-31

Filed2026-05-07

QDPL

PACER FDS TR

-13.06%

Shares58.5K

Event2026-03-31

Filed2026-05-07

GEV

GE VERNOVA INC

-23.80%

Shares2.7K

Event2026-03-31

Filed2026-05-07

CIEN

CIENA CORP

New

Shares6.0K

Event2026-03-31

Filed2026-05-07

VWO

VANGUARD INTL EQUITY INDEX F

-1.26%

Shares42.7K

Event2026-03-31

Filed2026-05-07

NSC

NORFOLK SOUTHN CORP

13.75%

Shares8.0K

Event2026-03-31

Filed2026-05-07

VEA

VANGUARD TAX-MANAGED FDS

1.16%

Shares35.3K

Event2026-03-31

Filed2026-05-07

VNQ

VANGUARD INDEX FDS

-1.06%

Shares25.1K

Event2026-03-31

Filed2026-05-07

NOC

NORTHROP GRUMMAN CORP

-0.93%

Shares3.2K

Event2026-03-31

Filed2026-05-07

GPN

GLOBAL PMTS INC

-6.57%

Shares32.3K

Event2026-03-31

Filed2026-05-07

VIK

VIKING HOLDINGS LTD

7.14%

Shares29.5K

Event2026-03-31

Filed2026-05-07

UBER

UBER TECHNOLOGIES INC

-70.11%

Shares30.1K

Event2026-03-31

Filed2026-05-07

CRWD

CROWDSTRIKE HLDGS INC

-40.87%

Shares5.5K

Event2026-03-31

Filed2026-05-07

IESC

IES HOLDINGS INC

72.68%

Shares4.5K

Event2026-03-31

Filed2026-05-07

ISRG

INTUITIVE SURGICAL INC

-25.05%

Shares4.6K

Event2026-03-31

Filed2026-05-07

ALL

ALLSTATE CORP

-0.65%

Shares10.3K

Event2026-03-31

Filed2026-05-07

ITW

ILLINOIS TOOL WKS INC

-3.41%

Shares8.2K

Event2026-03-31

Filed2026-05-07

PHILIP MORRIS INTL INC

-38.88%

Shares12.7K

Event2026-03-31

Filed2026-05-07

KMB

KIMBERLY-CLARK CORP

-2.58%

Shares21.2K

Event2026-03-31

Filed2026-05-07

WPM

WHEATON PRECIOUS METALS CORP

-22.54%

Shares15.5K

Event2026-03-31

Filed2026-05-07

TRV

TRAVELERS COMPANIES INC

-0.33%

Shares6.9K

Event2026-03-31

Filed2026-05-07

TXN

TEXAS INSTRS INC

-29.64%

Shares10.4K

Event2026-03-31

Filed2026-05-07

XLRE

SELECT SECTOR SPDR TR

4.15%

Shares49.3K

Event2026-03-31

Filed2026-05-07

MUSA

MURPHY USA INC

43.52%

Shares4.0K

Event2026-03-31

Filed2026-05-07

EIM

EATON VANCE MUN BD FD

-3.20%

Shares201.0K

Event2026-03-31

Filed2026-05-07

PFG

PRINCIPAL FINANCIAL GROUP IN

-14.15%

Shares21.4K

Event2026-03-31

Filed2026-05-07

UNILEVER PLC

-4.72%

Shares33.4K

Event2026-03-31

Filed2026-05-07

SCHA

SCHWAB STRATEGIC TR

-3.31%

Shares64.9K

Event2026-03-31

Filed2026-05-07

GEN DIGITAL INC

-45.47%

Shares100.2K

Event2026-03-31

Filed2026-05-07

MMM

3M CO

-24.20%

Shares12.9K

Event2026-03-31

Filed2026-05-07

AKAM

AKAMAI TECHNOLOGIES INC

New

Shares16.3K

Event2026-03-31

Filed2026-05-07

CELESTICA INC

New

Shares6.5K

Event2026-03-31

Filed2026-05-07

DUKE ENERGY CORP NEW

3.17%

Shares14.0K

Event2026-03-31

Filed2026-05-07

ONTO

ONTO INNOVATION INC

132.10%

Shares8.9K

Event2026-03-31

Filed2026-05-07

CITIGROUP INC

11.99%

Shares16.0K

Event2026-03-31

Filed2026-05-07

GRID

FIRST TR EXCHANGE-TRADED FD

New

Shares11.1K

Event2026-03-31

Filed2026-05-07

CRM

SALESFORCE INC

-74.01%

Shares9.7K

Event2026-03-31

Filed2026-05-07

JIRE

J P MORGAN EXCHANGE TRADED F

-34.72%

Shares23.8K

Event2026-03-31

Filed2026-05-07

AXP

AMERICAN EXPRESS CO

-20.44%

Shares5.9K

Event2026-03-31

Filed2026-05-07

PWRD

TCW ETF TRUST

42.56%

Shares18.4K

Event2026-03-31

Filed2026-05-07

USB

US BANCORP

-1.40%

Shares34.4K

Event2026-03-31

Filed2026-05-07

VTR

VENTAS INC

-43.63%

Shares21.9K

Event2026-03-31

Filed2026-05-07

VOX

VANGUARD WORLD FD

-1.61%

Shares9.9K

Event2026-03-31

Filed2026-05-07

IWO

ISHARES TR

-29.27%

Shares5.7K

Event2026-03-31

Filed2026-05-07

ALPS ETF TR

16.55%

Shares33.7K

Event2026-03-31

Filed2026-05-07

IBB

ISHARES TR

203.11%

Shares10.3K

Event2026-03-31

Filed2026-05-07

IWV

ISHARES TR

-5.38%

Shares4.7K

Event2026-03-31

Filed2026-05-07

ENB

ENBRIDGE INC

-2.72%

Shares32.1K

Event2026-03-31

Filed2026-05-07

AJG

GALLAGHER ARTHUR J & CO

-46.45%

Shares8.0K

Event2026-03-31

Filed2026-05-07

KNF

KNIFE RIVER CORP

-1.23%

Shares21.1K

Event2026-03-31

Filed2026-05-07

MNST

MONSTER BEVERAGE CORP NEW

61.60%

Shares23.8K

Event2026-03-31

Filed2026-05-07

EME

EMCOR GROUP INC

30.01%

Shares2.3K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-07

MDLZ

MONDELEZ INTL INC

3.75%

Shares28.7K

Event2026-03-31

Filed2026-05-07

REGN

REGENERON PHARMACEUTICALS

-31.32%

Shares2.1K

Event2026-03-31

Filed2026-05-07

ROST

ROSS STORES INC

6.25%

Shares7.6K

Event2026-03-31

Filed2026-05-07

CDNS

CADENCE DESIGN SYSTEM INC

-5.56%

Shares5.9K

Event2026-03-31

Filed2026-05-07

NKE

NIKE INC

-3.97%

Shares31.1K

Event2026-03-31

Filed2026-05-07

TMO

THERMO FISHER SCIENTIFIC INC

-10.81%

Shares3.3K

Event2026-03-31

Filed2026-05-07

SLV

ISHARES SILVER TR

2.18%

Shares23.8K

Event2026-03-31

Filed2026-05-07

ASML

ASML HLDG NV

4.97%

Shares1.2K

Event2026-03-31

Filed2026-05-07

MKC

MCCORMICK & CO INC

-21.82%

Shares32.0K

Event2026-03-31

Filed2026-05-07

CTAS

CINTAS CORP

-10.21%

Shares9.5K

Event2026-03-31

Filed2026-05-07

XEL

XCEL ENERGY INC

6.24%

Shares20.0K

Event2026-03-31

Filed2026-05-07

AER

AERCAP HOLDINGS NV

10.55%

Shares11.6K

Event2026-03-31

Filed2026-05-07

XPO

XPO INC

-44.38%

Shares8.1K

Event2026-03-31

Filed2026-05-07

EOG

EOG RES INC

1.89%

Shares10.9K

Event2026-03-31

Filed2026-05-07

SHW

SHERWIN WILLIAMS CO

33.08%

Shares4.8K

Event2026-03-31

Filed2026-05-07

MORGAN STANLEY

-80.23%

Shares9.3K

Event2026-03-31

Filed2026-05-07

TE CONNECTIVITY PLC

-32.37%

Shares7.3K

Event2026-03-31

Filed2026-05-07

MYI

BLACKROCK MUNIYIELD QUALITY

New

Shares144.7K

Event2026-03-31

Filed2026-05-07

TDW

TIDEWATER INC NEW

-5.34%

Shares18.2K

Event2026-03-31

Filed2026-05-07

NDSN

NORDSON CORP

0.11%

Shares5.7K

Event2026-03-31

Filed2026-05-07

SCHM

SCHWAB STRATEGIC TR

-58.53%

Shares48.5K

Event2026-03-31

Filed2026-05-07

BLACKSTONE INC

-80.09%

Shares13.0K

Event2026-03-31

Filed2026-05-07

RCL

ROYAL CARIBBEAN GROUP

-11.76%

Shares5.4K

Event2026-03-31

Filed2026-05-07

IHI

ISHARES TR

1.14%

Shares27.8K

Event2026-03-31

Filed2026-05-07

GBCI

GLACIER BANCORP INC NEW

-1.66%

Shares32.1K

Event2026-03-31

Filed2026-05-07

NVT

NVENT ELEC PLC

5.36%

Shares12.0K

Event2026-03-31

Filed2026-05-07

VYM

VANGUARD WHITEHALL FDS

-18.88%

Shares9.6K

Event2026-03-31

Filed2026-05-07

DVY

ISHARES TR

2.68%

Shares9.3K

Event2026-03-31

Filed2026-05-07

MDU

MDU RES GROUP INC

-1.11%

Shares67.6K

Event2026-03-31

Filed2026-05-07

SDY

SPDR SERIES TRUST

0.00%

Shares9.5K

Event2026-03-31

Filed2026-05-07

NUKZ

EXCHANGE TRADED CONCEPTS TRU

60.26%

Shares20.9K

Event2026-03-31

Filed2026-05-07

INTC

INTEL CORP

-51.90%

Shares30.7K

Event2026-03-31

Filed2026-05-07

IWD

ISHARES TR

-3.04%

Shares6.3K

Event2026-03-31

Filed2026-05-07

AEM

AGNICO EAGLE MINES LTD

6.10%

Shares6.6K

Event2026-03-31

Filed2026-05-07

ARKK

ARK ETF TR

-23.96%

Shares19.8K

Event2026-03-31

Filed2026-05-07

MQY

BLACKROCK MUNIYILD QULT FD I

700.17%

Shares120.8K

Event2026-03-31

Filed2026-05-07

STRL

STERLING INFRASTRUCTURE INC

-23.62%

Shares3.2K

Event2026-03-31

Filed2026-05-07

PLXS

PLEXUS CORP

79.24%

Shares6.5K

Event2026-03-31

Filed2026-05-07

TER

TERADYNE INC

-32.92%

Shares4.4K

Event2026-03-31

Filed2026-05-07

DVN

DEVON ENERGY CORP NEW

-43.49%

Shares25.8K

Event2026-03-31

Filed2026-05-07

VPL

VANGUARD INTL EQUITY INDEX F

-3.01%

Shares13.2K

Event2026-03-31

Filed2026-05-07

SLYG

SPDR SERIES TRUST

New

Shares13.4K

Event2026-03-31

Filed2026-05-07

ENFR

ALPS ETF TR

96.62%

Shares33.7K

Event2026-03-31

Filed2026-05-07

ASTS

AST SPACEMOBILE INC

42.01%

Shares15.5K

Event2026-03-31

Filed2026-05-07

MTRN

MATERION CORP

-21.50%

Shares8.9K

Event2026-03-31

Filed2026-05-07

CSRE

COHEN & STEERS ETF TRUST

New

Shares48.2K

Event2026-03-31

Filed2026-05-07

VRTX

VERTEX PHARMACEUTICALS INC

7.85%

Shares2.8K

Event2026-03-31

Filed2026-05-07

MEDP

MEDPACE HLDGS INC

58.71%

Shares2.6K

Event2026-03-31

Filed2026-05-07

BSV

VANGUARD BD INDEX FDS

-13.79%

Shares16.0K

Event2026-03-31

Filed2026-05-07

GXO

GXO LOGISTICS INCORPORATED

-26.00%

Shares24.3K

Event2026-03-31

Filed2026-05-07

ITT INC

0.78%

Shares6.5K

Event2026-03-31

Filed2026-05-07

GRMN

GARMIN LTD

-2.18%

Shares5.3K

Event2026-03-31

Filed2026-05-07

CORT

CORCEPT THERAPEUTICS INC

0.00%

Shares30.2K

Event2026-03-31

Filed2026-05-07

URI

UNITED RENTALS INC

-26.25%

Shares1.7K

Event2026-03-31

Filed2026-05-07

AT&T INC

-5.91%

Shares41.7K

Event2026-03-31

Filed2026-05-07

SBLK

STAR BULK CARRIERS CORP.

-6.96%

Shares52.4K

Event2026-03-31

Filed2026-05-07

BOEING CO

-18.96%

Shares6.0K

Event2026-03-31

Filed2026-05-07

TOYOTA MOTOR CORP

-35.86%

Shares5.8K

Event2026-03-31

Filed2026-05-07

EEMV

ISHARES INC

-2.04%

Shares18.4K

Event2026-03-31

Filed2026-05-07

VTHR

VANGUARD SCOTTSDALE FDS

4.57%

Shares4.1K

Event2026-03-31

Filed2026-05-07

IXN

ISHARES TR

-35.00%

Shares11.6K

Event2026-03-31

Filed2026-05-07

ACGL

ARCH CAP GROUP LTD

31.70%

Shares12.0K

Event2026-03-31

Filed2026-05-07

HACK

AMPLIFY ETF TR

0.07%

Shares15.2K

Event2026-03-31

Filed2026-05-07

MELI

MERCADOLIBRE INC

-3.79%

Shares660

Event2026-03-31

Filed2026-05-07

MSCI

MSCI INC

-1.45%

Shares2.1K

Event2026-03-31

Filed2026-05-07

DTCR

GLOBAL X FDS

35.62%

Shares47.0K

Event2026-03-31

Filed2026-05-07

APTIV PLC

-28.51%

Shares16.1K

Event2026-03-31

Filed2026-05-07

AFB

ALLIANCEBERNSTEIN NATL MUN I

57.23%

Shares104.1K

Event2026-03-31

Filed2026-05-07

IEUR

ISHARES TR

-0.69%

Shares15.8K

Event2026-03-31

Filed2026-05-07

KTF

DWS MUN INCOME TR

-1.47%

Shares120.9K

Event2026-03-31

Filed2026-05-07

NLR

VANECK ETF TRUST

New

Shares8.2K

Event2026-03-31

Filed2026-05-07

MMIT

NEW YORK LIFE INVTS ACTIVE E

27.33%

Shares45.3K

Event2026-03-31

Filed2026-05-07

MYN

BLACKROCK MUNIYIELD N Y QUAL

207.71%

Shares113.3K

Event2026-03-31

Filed2026-05-07

CEF

SPROTT ASSET MANAGEMENT LP

-24.96%

Shares22.7K

Event2026-03-31

Filed2026-05-07

KYNDRYL HLDGS INC

94.15%

Shares80.7K

Event2026-03-31

Filed2026-05-07

PACH

PIONEER ACQUISITION I CORP

-4.50%

Shares104.1K

Event2026-03-31

Filed2026-05-07

SPGI

S&P GLOBAL INC

-18.32%

Shares2.5K

Event2026-03-31

Filed2026-05-07

CGBL

CAPITAL GROUP CORE BALANCED

19.23%

Shares30.3K

Event2026-03-31

Filed2026-05-07

SYY

SYSCO CORP

-18.21%

Shares14.6K

Event2026-03-31

Filed2026-05-07

SKYY

FIRST TR EXCHANGE-TRADED FD

-0.21%

Shares9.5K

Event2026-03-31

Filed2026-05-07

FINS

ANGEL OAK FINL STRATEGIES IN

3.85%

Shares80.8K

Event2026-03-31

Filed2026-05-07

PAGP

PLAINS GP HLDGS L P

0.18%

Shares42.4K

Event2026-03-31

Filed2026-05-07

PJAN

INNOVATOR ETFS TRUST

New

Shares22.2K

Event2026-03-31

Filed2026-05-07

PARKER-HANNIFIN CORP

15.94%

Shares1.1K

Event2026-03-31

Filed2026-05-07

GDV

GABELLI DIVID & INCOME TR

-1.97%

Shares37.2K

Event2026-03-31

Filed2026-05-07

CACI

CACI INTL INC

34.06%

Shares1.8K

Event2026-03-31

Filed2026-05-07

TBLD

THORNBURG INCM BUILDER OPP T

-5.07%

Shares47.2K

Event2026-03-31

Filed2026-05-07

ICF

ISHARES TR

-1.46%

Shares16.1K

Event2026-03-31

Filed2026-05-07

ASTRAZENECA PLC

New

Shares5.1K

Event2026-03-31

Filed2026-05-07

CWI

SPDR INDEX SHS FDS

-11.52%

Shares27.2K

Event2026-03-31

Filed2026-05-07

IAT

ISHARES TR

0.00%

Shares18.5K

Event2026-03-31

Filed2026-05-07

DEO

DIAGEO PLC

-7.88%

Shares13.3K

Event2026-03-31

Filed2026-05-07

GENPACT LIMITED

New

Shares26.5K

Event2026-03-31

Filed2026-05-07

SCHF

SCHWAB STRATEGIC TR

4.13%

Shares39.6K

Event2026-03-31

Filed2026-05-07

PRU

PRUDENTIAL FINL INC

-22.63%

Shares10.0K

Event2026-03-31

Filed2026-05-07

BWXT

BWX TECHNOLOGIES INC

New

Shares4.8K

Event2026-03-31

Filed2026-05-07

QQQX

NUVEEN NASDAQ 100 DYNAMIC OV

-1.21%

Shares36.0K

Event2026-03-31

Filed2026-05-07

TGB

TASEKO MINES LTD

-55.43%

Shares143.1K

Event2026-03-31

Filed2026-05-07

NTCT

NETSCOUT SYS INC

New

Shares29.0K

Event2026-03-31

Filed2026-05-07

IYW

ISHARES TR

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-07

SFM

SPROUTS FMRS MKT INC

3.69%

Shares11.9K

Event2026-03-31

Filed2026-05-07

CSQ

CALAMOS STRATEGIC TOTAL RETU

25.01%

Shares53.6K

Event2026-03-31

Filed2026-05-07

ADBE

ADOBE INC

12.38%

Shares3.7K

Event2026-03-31

Filed2026-05-07

FMDE

FIDELITY COVINGTON TRUST

0.74%

Shares24.9K

Event2026-03-31

Filed2026-05-07

DFAT

DIMENSIONAL ETF TRUST

-8.38%

Shares14.2K

Event2026-03-31

Filed2026-05-07

KNTK

KINETIK HOLDINGS INC

-8.74%

Shares18.0K

Event2026-03-31

Filed2026-05-07

EMBJ

EMBRAER S.A.

4.08%

Shares14.7K

Event2026-03-31

Filed2026-05-07

SHYD

VANECK ETF TRUST

-31.49%

Shares38.3K

Event2026-03-31

Filed2026-05-07

VGK

VANGUARD INTL EQUITY INDEX F

-0.89%

Shares10.5K

Event2026-03-31

Filed2026-05-07

APEX TREAS CORP

New

Shares86.3K

Event2026-03-31

Filed2026-05-07

DOCU

DOCUSIGN INC

-21.85%

Shares18.1K

Event2026-03-31

Filed2026-05-07

SHM

SPDR SERIES TRUST

-0.78%

Shares17.8K

Event2026-03-31

Filed2026-05-07

ALTRIA GROUP INC

22.73%

Shares12.8K

Event2026-03-31

Filed2026-05-07

PNC

PNC FINL SVCS GROUP INC

7.12%

Shares4.1K

Event2026-03-31

Filed2026-05-07

NBIS

NEBIUS GROUP N.V.

New

Shares8.1K

Event2026-03-31

Filed2026-05-07

WIA

WESTERN ASSET INFLT LNK INC

0.92%

Shares103.7K

Event2026-03-31

Filed2026-05-07

SYF

SYNCHRONY FINANCIAL

New

Shares12.3K

Event2026-03-31

Filed2026-05-07

FLNG

FLEX LNG LTD

-7.05%

Shares28.0K

Event2026-03-31

Filed2026-05-07

ZBH

ZIMMER BIOMET HOLDINGS INC

-22.37%

Shares9.2K

Event2026-03-31

Filed2026-05-07

NBXG

NEUBERGER NEXT GENERATION

0.34%

Shares64.2K

Event2026-03-31

Filed2026-05-07

NOW

SERVICENOW INC

-84.52%

Shares7.9K

Event2026-03-31

Filed2026-05-07

AXON

AXON ENTERPRISE INC

0.47%

Shares1.9K

Event2026-03-31

Filed2026-05-07

GDX

VANECK ETF TRUST

29.96%

Shares8.9K

Event2026-03-31

Filed2026-05-07

SOUTHERN CO

16.44%

Shares8.5K

Event2026-03-31

Filed2026-05-07

XLSR

SSGA ACTIVE TR

-8.07%

Shares14.1K

Event2026-03-31

Filed2026-05-07

UPS

UNITED PARCEL SVCS INC

-19.57%

Shares8.2K

Event2026-03-31

Filed2026-05-07

CURTISS WRIGHT CORP

-47.13%

Shares1.2K

Event2026-03-31

Filed2026-05-07

ORIQ

ORIGIN INVT CORP I

-3.95%

Shares78.3K

Event2026-03-31

Filed2026-05-07

POCT

INNOVATOR ETFS TRUST

0.00%

Shares18.4K

Event2026-03-31

Filed2026-05-07

VICI

VICI PPTYS INC

23.42%

Shares29.0K

Event2026-03-31

Filed2026-05-07

WAT

WATERS CORP

New

Shares2.7K

Event2026-03-31

Filed2026-05-07

PSTL

POSTAL REALTY TRUST INC

-14.69%

Shares41.9K

Event2026-03-31

Filed2026-05-07

CWEN.A

CLEARWAY ENERGY INC

-18.20%

Shares19.8K

Event2026-03-31

Filed2026-05-07

PCAR

PACCAR INC

-5.28%

Shares6.7K

Event2026-03-31

Filed2026-05-07

SNX

TD SYNNEX CORPORATION

New

Shares4.6K

Event2026-03-31

Filed2026-05-07

SLM

SLM CORP

-1.51%

Shares35.9K

Event2026-03-31

Filed2026-05-07

SBRA

SABRA HEALTH CARE REIT INC

-13.60%

Shares39.9K

Event2026-03-31

Filed2026-05-07

STANLEY BLACK & DECKER INC

-14.50%

Shares10.8K

Event2026-03-31

Filed2026-05-07

SHOP

SHOPIFY INC

5.66%

Shares6.4K

Event2026-03-31

Filed2026-05-07

PLTR

PALANTIR TECHNOLOGIES INC

-58.24%

Shares5.2K

Event2026-03-31

Filed2026-05-07

CLX

CLOROX CO DEL

-6.08%

Shares7.3K

Event2026-03-31

Filed2026-05-07

ARW

ARROW ELECTRS INC

-43.49%

Shares5.3K

Event2026-03-31

Filed2026-05-07

SMFG

SUMITOMO MITSUI FIN GRP INC

0.72%

Shares38.2K

Event2026-03-31

Filed2026-05-07

CARR

CARRIER GLOBAL CORPORATION

-27.19%

Shares13.3K

Event2026-03-31

Filed2026-05-07

TRIP

TRIPADVISOR INC

-19.89%

Shares68.9K

Event2026-03-31

Filed2026-05-07

MKTN

FEDERATED HERMES ETF TRUST

5.32%

Shares28.3K

Event2026-03-31

Filed2026-05-07

MCK

MCKESSON CORP

-16.45%

Shares848

Event2026-03-31

Filed2026-05-07

ENS

ENERSYS

New

Shares4.2K

Event2026-03-31

Filed2026-05-07

ADP

AUTOMATIC DATA PROCESSING IN

-3.13%

Shares3.6K

Event2026-03-31

Filed2026-05-07

QSEA

QUARTZSEA ACQUISITION CORP

0.00%

Shares69.5K

Event2026-03-31

Filed2026-05-07

IVW

ISHARES TR

0.49%

Shares6.4K

Event2026-03-31

Filed2026-05-07

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-05-07

HSIC

SCHEIN HENRY INC

-0.90%

Shares9.6K

Event2026-03-31

Filed2026-05-07

COHERENT CORP

132.52%

Shares3.0K

Event2026-03-31

Filed2026-05-07

RHP

RYMAN HOSPITALITY PPTYS INC

-11.17%

Shares7.6K

Event2026-03-31

Filed2026-05-07

WEC ENERGY GROUP INC

-0.15%

Shares6.0K

Event2026-03-31

Filed2026-05-07

FLOT

ISHARES TR

0.00%

Shares13.6K

Event2026-03-31

Filed2026-05-07

CVS

CVS HEALTH CORP

-59.38%

Shares9.6K

Event2026-03-31

Filed2026-05-07

WFC

WELLS FARGO & CO

-0.39%

Shares8.7K

Event2026-03-31

Filed2026-05-07

CSX

CSX CORP

38.87%

Shares16.7K

Event2026-03-31

Filed2026-05-07

BBY

BEST BUY INC

New

Shares10.6K

Event2026-03-31

Filed2026-05-07

EWBC

EAST WEST BANCORP INC

-5.29%

Shares6.4K

Event2026-03-31

Filed2026-05-07

AFL

AFLAC INC

-12.52%

Shares6.2K

Event2026-03-31

Filed2026-05-07

QQQM

INVESCO EXCH TRADED FD TR II

-8.07%

Shares2.8K

Event2026-03-31

Filed2026-05-07

ECL

ECOLAB INC

-0.24%

Shares2.5K

Event2026-03-31

Filed2026-05-07

CUBE

CUBESMART

119.85%

Shares18.4K

Event2026-03-31

Filed2026-05-07

LAMR

LAMAR ADVERTISING CO

-30.25%

Shares5.2K

Event2026-03-31

Filed2026-05-07

VCRM

VANGUARD MUN BD FDS

0.00%

Shares8.8K

Event2026-03-31

Filed2026-05-07

FISERV INC

263.98%

Shares11.8K

Event2026-03-31

Filed2026-05-07

MCHPP

MICROCHIP TECHNOLOGY INC.

-12.59%

Shares11.6K

Event2026-03-31

Filed2026-05-07

IMAX

IMAX CORP

8.46%

Shares17.2K

Event2026-03-31

Filed2026-05-07

NU HLDGS LTD

New

Shares45.5K

Event2026-03-31

Filed2026-05-07

FFIV

F5 INC

New

Shares2.2K

Event2026-03-31

Filed2026-05-07

VGSH

VANGUARD SCOTTSDALE FDS

-12.60%

Shares11.1K

Event2026-03-31

Filed2026-05-07

EVEREST GROUP LTD

-1.75%

Shares2.0K

Event2026-03-31

Filed2026-05-07

VOE

VANGUARD INDEX FDS

-44.03%

Shares3.5K

Event2026-03-31

Filed2026-05-07

KEX

KIRBY CORP

New

Shares4.8K

Event2026-03-31

Filed2026-05-07

WDC

WESTERN DIGITAL CORP

-45.08%

Shares2.3K

Event2026-03-31

Filed2026-05-07

GENERAL DYNAMICS CORP

-0.75%

Shares1.8K

Event2026-03-31

Filed2026-05-07

RANG

RANGE CAP ACQUISITION CORP

0.00%

Shares60.0K

Event2026-03-31

Filed2026-05-07

TSLX

SIXTH STREET SPECIALTY LENDI

-11.73%

Shares34.3K

Event2026-03-31

Filed2026-05-07

SETM

SPROTT FDS TR

91.42%

Shares19.0K

Event2026-03-31

Filed2026-05-07

PAHC

PHIBRO ANIMAL HEALTH CORP

New

Shares11.4K

Event2026-03-31

Filed2026-05-07

TRANE TECHNOLOGIES PLC

36.42%

Shares1.5K

Event2026-03-31

Filed2026-05-07

JMST

J P MORGAN EXCHANGE TRADED F

0.00%

Shares12.2K

Event2026-03-31

Filed2026-05-07

ORI

OLD REP INTL CORP

-7.34%

Shares15.6K

Event2026-03-31

Filed2026-05-07

MGRC

MCGRATH RENTCORP

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-07

IYM

ISHARES TR

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-07

Call Option Holdings

MICROSOFT CORP Call CallMICROSOFT CORP1.0K sharesnew addition2026-03-312026-05-07

MICROSOFT CORP Call

MICROSOFT CORP

New

Shares1.0K

Event2026-03-31

Filed2026-05-07

Put Option Holdings

INVESCO QQQ TR Put PutINVESCO QQQ TR5.7K shares42.50%2026-03-312026-05-07

STATE STR SPDR S&P 500 ETF T Put PutSTATE STR SPDR S&P 500 ETF T2.6K shares-60.61%2026-03-312026-05-07

NVIDIA CORPORATION Put PutNVIDIA CORPORATION4.9K shares22.50%2026-03-312026-05-07

MICROSOFT CORP Put PutMICROSOFT CORP2.3K shares43.75%2026-03-312026-05-07

INVESCO QQQ TR Put

INVESCO QQQ TR

42.50%

Shares5.7K

Event2026-03-31

Filed2026-05-07

STATE STR SPDR S&P 500 ETF T Put

STATE STR SPDR S&P 500 ETF T

-60.61%

Shares2.6K

Event2026-03-31

Filed2026-05-07

NVIDIA CORPORATION Put

NVIDIA CORPORATION

22.50%

Shares4.9K

Event2026-03-31

Filed2026-05-07

MICROSOFT CORP Put

MICROSOFT CORP

43.75%

Shares2.3K

Event2026-03-31

Filed2026-05-07