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The Analysis of Diversified Enterprises, LLC's Holdings & P&L

Currently, Diversified Enterprises, LLC holds 412 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in SELV (+1.6M shares, valued at $51.9M), SEEM (+1.3M shares, valued at $43.7M), FTCS (+347.8K shares, valued at $32.3M); decreased their positions in SMH (-140.5K shares, valued at $53.9M), VONV (-62.9K shares, valued at $5.9M), VONG (-52.1K shares, valued at $5.7M); initiated new positions in DFAC (+397.8K shares, valued at $15.5M), N/A (+60.1K shares, valued at $2.9M), JAAA (+44.3K shares, valued at $2.2M).

1M P&L

+67.7M+3.92%

3M P&L

+21.4M+1.20%

HY P&L

+98.2M+5.79%

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/A1.4B

84.4%

2Semiconductors30.4M

1.9%

3Consumer Electronics27.9M

1.7%

Top Industries by Stock Count

1N/A152 stocks

41.9%

2Utilities - Regulated Electric11 stocks

3.0%

3Drug Manufacturers - General10 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR18.2M shares7.21%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS690.3K shares3.80%2026-03-312026-05-15

OSEA HARBOR ETF TRUST2.9M shares8.15%2026-03-312026-05-15

OSCV ETF SER SOLUTIONS1.9M shares4.70%2026-03-312026-05-15

IVV ISHARES TR84.6K shares-0.66%2026-03-312026-05-15

SLYG SPDR SERIES TRUST539.3K shares3.91%2026-03-312026-05-15

SELV SEI EXCHANGE TRADED FUNDS1.6M shares24979.10%2026-03-312026-05-15

DRSK ETF SER SOLUTIONS1.8M shares5.49%2026-03-312026-05-15

Sponsored

SCHP SCHWAB STRATEGIC TR1.7M shares4.06%2026-03-312026-05-15

SEEM SEI EXCHANGE TRADED FUNDS1.3M shares10190.54%2026-03-312026-05-15

ACIO ETF SER SOLUTIONS1.0M shares8.49%2026-03-312026-05-15

JPIE J P MORGAN EXCHANGE TRADED F793.2K shares4.40%2026-03-312026-05-15

FTCS FIRST TR EXCHANGE-TRADED FD350.0K shares15866.33%2026-03-312026-05-15

AAPL APPLE INC107.4K shares4.75%2026-03-312026-05-15

NVDA NVIDIA CORPORATION130.1K shares1.96%2026-03-312026-05-15

AGG ISHARES TR201.1K shares12.72%2026-03-312026-05-15

Sponsored

QQQM INVESCO EXCH TRADED FD TR II82.2K shares-0.48%2026-03-312026-05-15

DFAC DIMENSIONAL ETF TRUST397.8K sharesnew addition2026-03-312026-05-15

XLC SELECT SECTOR SPDR TR131.5K shares-0.33%2026-03-312026-05-15

SMH VANECK ETF TRUST37.5K shares-78.96%2026-03-312026-05-15

MSFT MICROSOFT CORP38.5K shares5.40%2026-03-312026-05-15

MUB ISHARES TR107.9K shares0.61%2026-03-312026-05-15

ALPHABET INC ALPHABET INC38.4K shares8.19%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T15.2K shares-11.01%2026-03-312026-05-15

Sponsored

AMZN AMAZON COM INC46.8K shares16.66%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR305.0K shares-1.37%2026-03-312026-05-15

XOM EXXON MOBIL CORP50.5K shares0.53%2026-03-312026-05-15

SLYV SPDR SERIES TRUST86.6K shares1.48%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO27.1K shares-1.89%2026-03-312026-05-15

ALPHABET INC ALPHABET INC25.3K shares30.15%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS103.4K shares-4.61%2026-03-312026-05-15

VGT VANGUARD WORLD FD9.5K shares0.54%2026-03-312026-05-15

Sponsored

VTV VANGUARD INDEX FDS32.6K shares-5.56%2026-03-312026-05-15

VUG VANGUARD INDEX FDS14.5K shares-0.65%2026-03-312026-05-15

LLY ELI LILLY & CO5.7K shares1.41%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL10.8K shares4.13%2026-03-312026-05-15

SCHF SCHWAB STRATEGIC TR193.9K shares2.36%2026-03-312026-05-15

WMT WALMART INC38.3K shares30.58%2026-03-312026-05-15

V VISA INC15.6K shares29.05%2026-03-312026-05-15

VTEB VANGUARD MUN BD FDS88.9K shares0.35%2026-03-312026-05-15

Sponsored

META META PLATFORMS INC7.6K shares-0.70%2026-03-312026-05-15

SO SOUTHERN CO44.9K shares-0.21%2026-03-312026-05-15

SCHG SCHWAB STRATEGIC TR148.7K shares0.91%2026-03-312026-05-15

IEFA ISHARES TR47.8K shares6.22%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON17.7K shares61.90%2026-03-312026-05-15

DSI ISHARES TR35.5K shares1.79%2026-03-312026-05-15

BROADCOM INC BROADCOM INC13.5K shares6.59%2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP6.8K shares96.93%2026-03-312026-05-15

Sponsored

PPA INVESCO EXCHANGE TRADED FD T24.0K shares0.61%2026-03-312026-05-15

MA MASTERCARD INCORPORATED7.7K shares65.70%2026-03-312026-05-15

SCHE SCHWAB STRATEGIC TR116.9K shares69.60%2026-03-312026-05-15

SPHY SPDR SERIES TRUST162.9K shares10.00%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR6.6K shares-2.40%2026-03-312026-05-15

IEMG ISHARES INC53.6K shares-3.24%2026-03-312026-05-15

TJX TJX COS INC NEW23.3K shares164.58%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION3.6K shares64.98%2026-03-312026-05-15

Sponsored

SCHV SCHWAB STRATEGIC TR114.0K shares-5.53%2026-03-312026-05-15

FSK FS KKR CAP CORP329.4K shares3.55%2026-03-312026-05-15

IWM ISHARES TR13.5K shares-1.72%2026-03-312026-05-15

VONV VANGUARD SCOTTSDALE FDS35.5K shares-63.94%2026-03-312026-05-15

USMV ISHARES TR33.7K shares-3.46%2026-03-312026-05-15

VONG VANGUARD SCOTTSDALE FDS28.3K shares-64.82%2026-03-312026-05-15

EA SERIES TRUST EA SERIES TRUST60.1K sharesnew addition2026-03-312026-05-15

ABBV ABBVIE INC13.2K shares1.69%2026-03-312026-05-15

Sponsored

PWR QUANTA SVCS INC5.2K shares-2.15%2026-03-312026-05-15

VTI VANGUARD INDEX FDS8.8K shares-31.85%2026-03-312026-05-15

TSLA TESLA INC7.5K shares5.72%2026-03-312026-05-15

XLY SELECT SECTOR SPDR TR25.4K shares-0.44%2026-03-312026-05-15

ORLY OREILLY AUTOMOTIVE INC30.0K shares363.88%2026-03-312026-05-15

IHI ISHARES TR51.1K shares0.57%2026-03-312026-05-15

EAGG ISHARES TR56.6K shares8.07%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS4.5K shares3.46%2026-03-312026-05-15

Sponsored

CAT CATERPILLAR INC3.7K shares2.03%2026-03-312026-05-15

IYG ISHARES TR31.2K shares-0.63%2026-03-312026-05-15

XMMO INVESCO EXCHANGE TRADED FD T17.7K shares-0.30%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS10.1K shares3.66%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F44.8K shares4.61%2026-03-312026-05-15

IDEV ISHARES TR28.0K shares-1.67%2026-03-312026-05-15

MCD MCDONALDS CORP7.5K shares8.82%2026-03-312026-05-15

HD HOME DEPOT INC7.0K shares7.11%2026-03-312026-05-15

Sponsored

XLP SELECT SECTOR SPDR TR28.0K shares0.05%2026-03-312026-05-15

CSCO CISCO SYS INC29.2K shares16.61%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC6.7K shares-2.03%2026-03-312026-05-15

JAAA JANUS DETROIT STR TR44.3K sharesnew addition2026-03-312026-05-15

VIOV VANGUARD ADMIRAL FDS INC21.4K sharesnew addition2026-03-312026-05-15

PG PROCTER & GAMBLE CO15.0K shares33.01%2026-03-312026-05-15

CVX CHEVRON CORPORATION10.2K shares1.37%2026-03-312026-05-15

PEP PEPSICO INC13.3K shares84.50%2026-03-312026-05-15

Sponsored

VXF VANGUARD INDEX FDS10.0K shares-57.77%2026-03-312026-05-15

CME CME GROUP INC6.9K shares377.13%2026-03-312026-05-15

SHYG ISHARES TR47.7K shares1.16%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS27.0K shares-6.47%2026-03-312026-05-15

SEIV SEI EXCHANGE TRADED FUNDS46.1K shares-2.87%2026-03-312026-05-15

FSCO FS CREDIT OPPORTUNITIES CORP375.8K shares184.77%2026-03-312026-05-15

WCC WESCO INTL INC6.9K shares-0.03%2026-03-312026-05-15

SEIM SEI EXCHANGE TRADED FUNDS41.5K shares-1.63%2026-03-312026-05-15

Sponsored

SGOV ISHARES TR18.8K sharesnew addition2026-03-312026-05-15

QUAL ISHARES TR9.8K shares2.21%2026-03-312026-05-15

T AT&T INC64.5K shares2.25%2026-03-312026-05-15

BAC BANK AMERICA CORP37.6K shares-5.27%2026-03-312026-05-15

XLG INVESCO EXCHANGE TRADED FD T32.7K shares-2.24%2026-03-312026-05-15

VBR VANGUARD INDEX FDS8.2K shares-1.45%2026-03-312026-05-15

ABT ABBOTT LABORATORIES16.6K shares223.19%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC14.2K shares5.37%2026-03-312026-05-15

Sponsored

GLD SPDR GOLD TR3.9K shares10.08%2026-03-312026-05-15

SYK STRYKER CORPORATION5.1K shares119.82%2026-03-312026-05-15

HYD VANECK ETF TRUST31.9K shares0.92%2026-03-312026-05-15

QTEC FIRST TR EXCHANGE-TRADED FD7.3K shares0.00%2026-03-312026-05-15

WEC ENERGY GROUP INC WEC ENERGY GROUP INC13.2K shares290.54%2026-03-312026-05-15

ROST ROSS STORES INC7.0K sharesnew addition2026-03-312026-05-15

NFLX NETFLIX INC.15.7K shares2.42%2026-03-312026-05-15

ORCL ORACLE CORP10.0K shares-3.95%2026-03-312026-05-15

Sponsored

BA BOEING CO7.3K shares241.40%2026-03-312026-05-15

PFE PFIZER INC50.7K shares4.52%2026-03-312026-05-15

KO COCA COLA CO18.6K shares10.51%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC2.9K shares2.03%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC27.9K shares15.79%2026-03-312026-05-15

AMAT APPLIED MATLS INC4.1K shares-2.39%2026-03-312026-05-15

IWF ISHARES TR3.2K shares1.70%2026-03-312026-05-15

ASML ASML HLDG NV1.0K shares0.10%2026-03-312026-05-15

Sponsored

HSY HERSHEY CO6.6K shares481.45%2026-03-312026-05-15

TMUS T-MOBILE US INC6.5K shares-0.11%2026-03-312026-05-15

XLU SELECT SECTOR SPDR TR29.4K shares-4.75%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC2.9K shares6.05%2026-03-312026-05-15

VIOG VANGUARD ADMIRAL FDS INC10.7K sharesnew addition2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC4.9K shares3.52%2026-03-312026-05-15

SCHA SCHWAB STRATEGIC TR45.1K shares-13.51%2026-03-312026-05-15

VBK VANGUARD INDEX FDS4.3K shares-0.95%2026-03-312026-05-15

Sponsored

FDL FIRST TR EXCHANGE-TRADED FD25.4K shares0.05%2026-03-312026-05-15

SUB ISHARES TR11.8K shares5.59%2026-03-312026-05-15

SPEM SPDR INDEX SHS FDS26.5K shares9.67%2026-03-312026-05-15

ECL ECOLAB INC4.6K sharesnew addition2026-03-312026-05-15

TSCO TRACTOR SUPPLY CO26.5K sharesnew addition2026-03-312026-05-15

HCA HCA HEALTHCARE INC2.5K shares-0.67%2026-03-312026-05-15

BNDX VANGUARD CHARLOTTE FDS24.7K shares-0.37%2026-03-312026-05-15

IUSG ISHARES TR7.7K shares-1.01%2026-03-312026-05-15

Sponsored

HYMB SPDR SERIES TRUST47.5K shares-3.37%2026-03-312026-05-15

SEIE SEI EXCHANGE TRADED FUNDS35.3K shares-1.02%2026-03-312026-05-15

CEG CONSTELLATION ENERGY CORP4.1K shares-10.13%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC5.6K shares2.59%2026-03-312026-05-15

LINDE PLC LINDE PLC2.3K shares6.59%2026-03-312026-05-15

NUDV NUSHARES ETF TR36.3K shares9.74%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR18.0K shares0.81%2026-03-312026-05-15

IJH ISHARES TR16.1K shares69.78%2026-03-312026-05-15

Sponsored

MU MICRON TECHNOLOGY INC3.2K shares26.55%2026-03-312026-05-15

ESGD ISHARES TR11.2K shares0.22%2026-03-312026-05-15

EMB ISHARES TR11.3K shares-3.14%2026-03-312026-05-15

PH PARKER-HANNIFIN CORP1.2K shares-0.34%2026-03-312026-05-15

PNC PNC FINL SVCS GROUP INC5.0K shares13.00%2026-03-312026-05-15

ET ENERGY TRANSFER L P53.9K shares0.00%2026-03-312026-05-15

AON PLC AON PLC3.2K shares-51.67%2026-03-312026-05-15

NEE NEXTERA ENERGY INC11.1K shares-16.89%2026-03-312026-05-15

Sponsored

XLK SELECT SECTOR SPDR TR7.7K shares-0.13%2026-03-312026-05-15

CTAS CINTAS CORP6.0K shares0.56%2026-03-312026-05-15

NUSC NUSHARES ETF TR22.2K shares9.25%2026-03-312026-05-15

COF CAPITAL ONE FINL CORP5.5K shares-0.11%2026-03-312026-05-15

BDX BECTON DICKINSON & CO6.3K sharesnew addition2026-03-312026-05-15

MMM 3M CO6.8K shares7.06%2026-03-312026-05-15

GWW WW GRAINGER INC911 sharesnew addition2026-03-312026-05-15

KLAC KLA CORP669 shares8.96%2026-03-312026-05-15

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC4.9K sharesnew addition2026-03-312026-05-15

TT TRANE TECHNOLOGIES PLC2.3K shares-4.20%2026-03-312026-05-15

EOG EOG RES INC6.6K shares9.30%2026-03-312026-05-15

INTC INTEL CORP21.7K shares11.40%2026-03-312026-05-15

MBB ISHARES TR10.1K shares-8.84%2026-03-312026-05-15

MO ALTRIA GROUP INC14.3K shares-1.40%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC5.6K shares12.74%2026-03-312026-05-15

SEIQ SEI EXCHANGE TRADED FUNDS25.2K shares3.07%2026-03-312026-05-15

Sponsored

CITIGROUP INC CITIGROUP INC7.9K shares12.97%2026-03-312026-05-15

ESGE ISHARES INC19.1K shares42.85%2026-03-312026-05-15

LEAD SIREN ETF TR11.3K shares0.07%2026-03-312026-05-15

EFG ISHARES TR7.6K shares-13.75%2026-03-312026-05-15

RTX RTX CORPORATION4.2K shares6.18%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC951 shares-13.15%2026-03-312026-05-15

TXN TEXAS INSTRS INC4.0K shares-0.62%2026-03-312026-05-15

LOW LOWES COS INC3.3K shares-4.23%2026-03-312026-05-15

Sponsored

HYG ISHARES TR9.8K shares-11.70%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE2.7K shares-20.13%2026-03-312026-05-15

VWOB VANGUARD WHITEHALL FDS11.7K shares-1.51%2026-03-312026-05-15

GEV GE VERNOVA INC877 shares9.49%2026-03-312026-05-15

HON HONEYWELL INTL INC3.4K shares15.89%2026-03-312026-05-15

NBIS NEBIUS GROUP N.V.7.3K shares24.32%2026-03-312026-05-15

MS MORGAN STANLEY4.6K shares-5.02%2026-03-312026-05-15

DIS DISNEY WALT CO7.8K shares1.01%2026-03-312026-05-15

Sponsored

WFC WELLS FARGO & CO9.4K shares-0.66%2026-03-312026-05-15

IWR ISHARES TR7.6K shares12.51%2026-03-312026-05-15

DE DEERE & CO1.3K shares-1.72%2026-03-312026-05-15

NOC NORTHROP GRUMMAN CORP1.1K shares-2.46%2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB CO12.0K shares26.85%2026-03-312026-05-15

CRM SALESFORCE INC3.9K shares-9.34%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO2.3K shares-0.97%2026-03-312026-05-15

IMO IMPERIAL OIL LTD5.3K shares0.00%2026-03-312026-05-15

Sponsored

SPYG SPDR SERIES TRUST7.1K shares0.17%2026-03-312026-05-15

CSX CSX CORP16.6K shares0.61%2026-03-312026-05-15

EXC EXELON CORP13.8K shares9.43%2026-03-312026-05-15

ACWV ISHARES INC5.6K shares-5.72%2026-03-312026-05-15

LQD ISHARES TR6.1K shares-10.14%2026-03-312026-05-15

FANG DIAMONDBACK ENERGY INC3.3K shares30.27%2026-03-312026-05-15

WDC WESTERN DIGITAL CORP2.4K shares-9.12%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC4.1K shares10.33%2026-03-312026-05-15

Sponsored

GLW CORNING INC4.8K shares-2.95%2026-03-312026-05-15

CB CHUBB LTD SWITZ2.0K shares30.23%2026-03-312026-05-15

AMGN AMGEN INC1.8K shares-1.08%2026-03-312026-05-15

ETR ENTERGY CORP NEW5.7K shares-0.24%2026-03-312026-05-15

IVW ISHARES TR5.7K shares-1.74%2026-03-312026-05-15

VRTX VERTEX PHARMACEUTICALS INC1.4K shares-10.89%2026-03-312026-05-15

VDC VANGUARD WORLD FD2.8K shares0.04%2026-03-312026-05-15

SUSB ISHARES TR25.3K shares8.58%2026-03-312026-05-15

Sponsored

HYT BLACKROCK CORPOR HI YLD FD I73.9K shares4.05%2026-03-312026-05-15

SPYV SPDR SERIES TRUST11.0K shares0.22%2026-03-312026-05-15

KR KROGER CO8.5K shares-1.29%2026-03-312026-05-15

MDY STATE STR SPDR S&P MIDCAP 40985 sharesnew addition2026-03-312026-05-15

APH AMPHENOL CORP4.8K shares-4.89%2026-03-312026-05-15

NOW SERVICENOW INC5.7K shares10.07%2026-03-312026-05-15

SNPS SYNOPSYS INC1.5K shares-1.52%2026-03-312026-05-15

APP APPLOVIN CORP1.5K shares-12.21%2026-03-312026-05-15

Sponsored

EATON CORP PLC EATON CORP PLC1.6K shares-7.60%2026-03-312026-05-15

CIEN CIENA CORP1.5K sharesnew addition2026-03-312026-05-15

BCI ABRDN ETFS23.9K shares16.24%2026-03-312026-05-15

DIA STATE STR SPDR DOW JONES IND1.2K shares0.16%2026-03-312026-05-15

CTVA CORTEVA INC6.9K shares0.37%2026-03-312026-05-15

INTU INTUIT1.3K shares-14.26%2026-03-312026-05-15

CMCSA COMCAST CORP NEW19.3K shares0.45%2026-03-312026-05-15

EMLC VANECK ETF TRUST22.0K shares-2.83%2026-03-312026-05-15

Sponsored

PGR PROGRESSIVE CORP2.8K shares1.65%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP2.5K shares-2.10%2026-03-312026-05-15

COP CONOCOPHILLIPS4.1K shares5.99%2026-03-312026-05-15

VOE VANGUARD INDEX FDS2.9K shares1.36%2026-03-312026-05-15

UPS UNITED PARCEL SVCS INC5.4K shares12.94%2026-03-312026-05-15

EXPD EXPEDITORS INTL WASH INC3.7K sharesnew addition2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T11.0K shares-0.19%2026-03-312026-05-15

PAAA PGIM ETF TR10.2K sharesnew addition2026-03-312026-05-15

Sponsored

PAVE GLOBAL X FDS10.3K shares-6.69%2026-03-312026-05-15

MNST MONSTER BEVERAGE CORP NEW7.1K sharesnew addition2026-03-312026-05-15

MPC MARATHON PETE CORP2.1K shares-0.57%2026-03-312026-05-15

SEIS SEI EXCHANGE TRADED FUNDS18.5K shares-1.38%2026-03-312026-05-15

AMT AMERICAN TOWER CORP2.9K shares1.64%2026-03-312026-05-15

ESGU ISHARES TR3.5K shares-16.19%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.8K shares-6.30%2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR10.0K shares0.92%2026-03-312026-05-15

Sponsored

SCHO SCHWAB STRATEGIC TR20.4K shares-27.97%2026-03-312026-05-15

IJR ISHARES TR4.0K sharesnew addition2026-03-312026-05-15

NOBL PROSHARES TR4.6K shares-7.17%2026-03-312026-05-15

FBT FIRST TR EXCHANGE-TRADED FD2.4K shares0.00%2026-03-312026-05-15

NKE NIKE INC9.2K shares-0.83%2026-03-312026-05-15

CFG CITIZENS FINL GROUP INC8.0K shares1.62%2026-03-312026-05-15

PSX PHILLIPS 662.6K shares7.39%2026-03-312026-05-15

SUSA ISHARES TR3.6K shares0.53%2026-03-312026-05-15

Sponsored

IBIT ISHARES BITCOIN TRUST ETF12.2K shares0.00%2026-03-312026-05-15

MKC MCCORMICK & CO INC9.2K sharesnew addition2026-03-312026-05-15

SPDW SPDR INDEX SHS FDS10.2K shares-0.22%2026-03-312026-05-15

FE FIRSTENERGY CORP9.2K shares0.72%2026-03-312026-05-15

VTIP VANGUARD MALVERN FDS9.2K shares-44.09%2026-03-312026-05-15

BCS BARCLAYS PLC21.7K shares-1.01%2026-03-312026-05-15

VLUE ISHARES TR3.2K shares-0.93%2026-03-312026-05-15

GILD GILEAD SCIENCES INC3.2K shares-0.13%2026-03-312026-05-15

Sponsored

IGPT INVESCO EXCHANGE TRADED FD T7.6K shares0.00%2026-03-312026-05-15

XSVN BONDBLOXX ETF TRUST9.2K shares-1.21%2026-03-312026-05-15

ADI ANALOG DEVICES INC1.4K shares-4.36%2026-03-312026-05-15

IWN ISHARES TR2.3K shares-0.43%2026-03-312026-05-15

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD34.9K shares-40.99%2026-03-312026-05-15

DES WISDOMTREE TR12.1K shares-0.11%2026-03-312026-05-15

SBUX STARBUCKS CORP4.8K shares-0.31%2026-03-312026-05-15

HYXF ISHARES TR9.2K shares8.44%2026-03-312026-05-15

Sponsored

BK BANK NEW YORK MELLON CORP3.6K shares19.49%2026-03-312026-05-15

BME BLACKROCK HEALTH SCIENCES TR11.0K shares0.81%2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.1K shares2.75%2026-03-312026-05-15

PJP INVESCO EXCHANGE TRADED FD T4.1K shares0.05%2026-03-312026-05-15

USIG ISHARES TR8.2K shares-0.53%2026-03-312026-05-15

AWK AMERICAN WTR WKS CO INC NEW3.0K shares2.60%2026-03-312026-05-15

EME EMCOR GROUP INC559 shares-0.18%2026-03-312026-05-15

PRU PRUDENTIAL FINL INC4.2K shares44.59%2026-03-312026-05-15

Sponsored

QNITY ELECTRONICS INC QNITY ELECTRONICS INC3.5K shares0.89%2026-03-312026-05-15

USB US BANCORP7.6K shares-1.05%2026-03-312026-05-15

NSC NORFOLK SOUTHN CORP1.4K shares-2.76%2026-03-312026-05-15

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC8.6K shares-5.78%2026-03-312026-05-15

SPYD SPDR SERIES TRUST8.5K shares1.08%2026-03-312026-05-15

SHEL SHELL PLC4.2K shares5.41%2026-03-312026-05-15

VLO VALERO ENERGY CORP1.6K shares8.32%2026-03-312026-05-15

IUSV ISHARES TR3.8K shares-1.60%2026-03-312026-05-15

Sponsored

OKE ONEOK INC NEW4.1K shares2.13%2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP4.0K shares19.47%2026-03-312026-05-15

WM WASTE MGMT INC DEL1.6K shares17.27%2026-03-312026-05-15

SLB SLB LIMITED7.2K shares-13.00%2026-03-312026-05-15

AEP AMERICAN ELEC PWR CO INC2.8K shares2.36%2026-03-312026-05-15

NVS NOVARTIS AG2.4K shares6.17%2026-03-312026-05-15

WMB WILLIAMS COS INC4.9K shares-25.18%2026-03-312026-05-15

EFAV ISHARES TR3.9K shares-5.05%2026-03-312026-05-15

Sponsored

EBND SPDR SERIES TRUST17.2K shares-1.80%2026-03-312026-05-15

JPLD J P MORGAN EXCHANGE TRADED F6.8K shares2.01%2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC367 shares1.10%2026-03-312026-05-15

D DOMINION ENERGY INC5.6K shares5.57%2026-03-312026-05-15

FDN FIRST TR EXCHANGE-TRADED FD1.5K shares0.00%2026-03-312026-05-15

WELL WELLTOWER INC1.7K shares27.00%2026-03-312026-05-15

QQQX NUVEEN NASDAQ 100 DYNAMIC OV12.7K shares0.00%2026-03-312026-05-15

ED CONSOLIDATED EDISON INC3.0K shares3.12%2026-03-312026-05-15

Sponsored

UNP UNION PAC CORP1.4K shares11.62%2026-03-312026-05-15

ITW ILLINOIS TOOL WKS INC1.3K shares-0.39%2026-03-312026-05-15

BP BP PLC7.1K shares-3.77%2026-03-312026-05-15

NYT NEW YORK TIMES CO MTN BE3.9K shares0.10%2026-03-312026-05-15

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL826 shares0.12%2026-03-312026-05-15

QCOM QUALCOMM INC2.5K shares5.90%2026-03-312026-05-15

DON WISDOMTREE TR6.1K shares0.03%2026-03-312026-05-15

SPHQ INVESCO EXCHANGE TRADED FD T4.2K shares0.14%2026-03-312026-05-15

Sponsored

CVS CVS HEALTH CORP4.4K shares-4.94%2026-03-312026-05-15

TLN TALEN ENERGY CORP996 shares-24.55%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS2.1K shares0.37%2026-03-312026-05-15

ISHARES GOLD TR ISHARES GOLD TR3.6K shares-3.64%2026-03-312026-05-15

EQIX EQUINIX INC320 shares13.88%2026-03-312026-05-15

NFG NATIONAL FUEL GAS CO3.3K shares0.57%2026-03-312026-05-15

IRM IRON MTN INC DEL3.1K shares11.14%2026-03-312026-05-15

TDG TRANSDIGM GROUP INC269 shares4.26%2026-03-312026-05-15

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN2.0K shares-2.08%2026-03-312026-05-15

PHM PULTE GROUP INC2.6K shares-1.27%2026-03-312026-05-15

BR BROADRIDGE FINL SOLUTIONS IN1.9K shares18.84%2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSING IN1.5K shares-2.13%2026-03-312026-05-15

DHR DANAHER CORP DEL1.6K sharesnew addition2026-03-312026-05-15

ARISTA NETWORKS INC ARISTA NETWORKS INC2.5K shares36.19%2026-03-312026-05-15

MCK MCKESSON CORP346 shares-1.42%2026-03-312026-05-15

RAAX VANECK ETF TRUST7.3K sharesnew addition2026-03-312026-05-15

Sponsored

SPSM SPDR SERIES TRUST6.2K shares0.00%2026-03-312026-05-15

ESGV VANGUARD WORLD FD2.7K shares0.00%2026-03-312026-05-15

MMC MARSH & MCLENNAN COS INC1.7K shares35.82%2026-03-312026-05-15

VXUS VANGUARD STAR FDS3.8K shares35.51%2026-03-312026-05-15

NVO NOVO-NORDISK A S7.9K shares0.14%2026-03-312026-05-15

HIG HARTFORD INSURANCE GROUP INC2.1K shares-0.84%2026-03-312026-05-15

VPU VANGUARD WORLD FD1.4K shares0.07%2026-03-312026-05-15

BKNG BOOKING HOLDINGS INC1.7K shares2400.00%2026-03-312026-05-15

Sponsored

PEG PUBLIC SVC ENTERPRISE GROUP3.5K shares-5.62%2026-03-312026-05-15

XPO XPO INC1.5K shares-3.55%2026-03-312026-05-15

FPE FIRST TR EXCH TRADED FD III16.1K shares0.00%2026-03-312026-05-15

CPRT COPART INC8.5K shares1.60%2026-03-312026-05-15

QXO QXO INC14.5K shares27.09%2026-03-312026-05-15

SAP SAP SE1.6K shares0.62%2026-03-312026-05-15

CDNS CADENCE DESIGN SYSTEM INC987 shares-3.80%2026-03-312026-05-15

EFAX SPDR INDEX SHS FDS5.5K sharesnew addition2026-03-312026-05-15

Sponsored

PLTR PALANTIR TECHNOLOGIES INC1.9K shares23.38%2026-03-312026-05-15

AFL AFLAC INC2.5K shares20.40%2026-03-312026-05-15

CHE CHEMED CORP NEW715 shares0.85%2026-03-312026-05-15

SPGI S&P GLOBAL INC630 shares-46.02%2026-03-312026-05-15

GM GENERAL MTRS CO3.6K shares6.08%2026-03-312026-05-15

CL COLGATE PALMOLIVE CO3.1K shares15.43%2026-03-312026-05-15

MTB M & T BK CORP1.3K shares1.27%2026-03-312026-05-15

ADM ARCHER DANIELS MIDLAND CO3.6K shares-1.82%2026-03-312026-05-15

Sponsored

MEDTRONIC PLC MEDTRONIC PLC3.0K shares4.81%2026-03-312026-05-15

IWO ISHARES TR836 shares0.12%2026-03-312026-05-15

WAT WATERS CORP880 sharesnew addition2026-03-312026-05-15

VRT VERTIV HOLDINGS CO1.0K sharesnew addition2026-03-312026-05-15

SPMB SPDR SERIES TRUST11.7K shares7.66%2026-03-312026-05-15

CENCORA INC CENCORA INC811 shares-4.02%2026-03-312026-05-15

TRV TRAVELERS COMPANIES INC872 shares6.99%2026-03-312026-05-15

EOS EATON VANCE ENHANCED EQUITY12.4K shares0.35%2026-03-312026-05-15

Sponsored

OUNZ VANECK MERK GOLD ETF5.6K shares-4.83%2026-03-312026-05-15

STLD STEEL DYNAMICS INC1.4K shares-0.50%2026-03-312026-05-15

LHX L3HARRIS TECHNOLOGIES INC716 shares3.32%2026-03-312026-05-15

SPEU SPDR INDEX SHS FDS4.8K shares-53.41%2026-03-312026-05-15

ING ING GROEP N.V.9.4K shares-4.85%2026-03-312026-05-15

IQLT ISHARES TR5.3K shares0.00%2026-03-312026-05-15

SPIB SPDR SERIES TRUST7.3K shares10.04%2026-03-312026-05-15

F FORD MTR CO21.2K shares24.19%2026-03-312026-05-15

Sponsored

XEL XCEL ENERGY INC3.1K shares1.80%2026-03-312026-05-15

UNM UNUM GROUP3.3K shares-2.41%2026-03-312026-05-15

ES EVERSOURCE ENERGY3.5K shares7.23%2026-03-312026-05-15

NULG NUSHARES ETF TR2.6K shares0.00%2026-03-312026-05-15

SHW SHERWIN WILLIAMS CO746 shares-8.91%2026-03-312026-05-15

FITB FIFTH THIRD BANCORP5.1K sharesnew addition2026-03-312026-05-15

HYLS FIRST TR EXCHANGE-TRADED FD5.9K shares-1.06%2026-03-312026-05-15

NEM NEWMONT CORP2.2K shares1.95%2026-03-312026-05-15

Sponsored

WTRG ESSENTIAL UTILS INC5.9K shares0.09%2026-03-312026-05-15

EMR EMERSON ELEC CO1.8K shares17.87%2026-03-312026-05-15

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.2K shares-15.04%2026-03-312026-05-15

IYK ISHARES TR3.3K shares0.03%2026-03-312026-05-15

NRG NRG ENERGY INC1.6K shares2.94%2026-03-312026-05-15

AXTA AXALTA COATING SYS LTD8.3K shares-3.34%2026-03-312026-05-15

BSX BOSTON SCIENTIFIC CORP3.7K shares-5.03%2026-03-312026-05-15

XCEM COLUMBIA ETF TR II5.6K shares3.11%2026-03-312026-05-15

Sponsored

ETV EATON VANCE TAX-MANAGED BUY-16.6K shares0.39%2026-03-312026-05-15

SDY SPDR SERIES TRUST1.6K shares0.00%2026-03-312026-05-15

FDX FEDEX CORP632 sharesnew addition2026-03-312026-05-15

WDAY WORKDAY INC1.7K sharesnew addition2026-03-312026-05-15

RF REGIONS FINANCIAL CORP NEW8.5K shares0.27%2026-03-312026-05-15

ADBE ADOBE INC915 shares-52.93%2026-03-312026-05-15

O REALTY INCOME CORP3.6K sharesnew addition2026-03-312026-05-15

SPOT SPOTIFY TECHNOLOGY S A446 shares-36.01%2026-03-312026-05-15

Sponsored

AZO AUTOZONE INC64 shares-3.03%2026-03-312026-05-15

XLI SELECT SECTOR SPDR TR1.3K shares-54.56%2026-03-312026-05-15

RELX RELX PLC6.5K shares4.88%2026-03-312026-05-15

HLT HILTON WORLDWIDE HLDGS INC705 sharesnew addition2026-03-312026-05-15

SYY SYSCO CORP3.0K sharesnew addition2026-03-312026-05-15

JKHY HENRY JACK & ASSOC INC1.3K shares-5.31%2026-03-312026-05-15

MPWR MONOLITHIC PWR SYS INC193 shares-20.58%2026-03-312026-05-15

HSBC HSBC HLDGS PLC2.5K shares-0.35%2026-03-312026-05-15

Sponsored

DVY ISHARES TR1.4K shares-26.58%2026-03-312026-05-15

FNF FIDELITY NATL FINL INC4.5K shares-1.21%2026-03-312026-05-15

OHI OMEGA HEALTHCARE INVS INC4.7K sharesnew addition2026-03-312026-05-15

EIC EAGLE POINT INCOME COMPANY I22.0K shares0.00%2026-03-312026-05-15

ZTS ZOETIS INC1.8K shares-3.58%2026-03-312026-05-15

RCL ROYAL CARIBBEAN GROUP749 sharesnew addition2026-03-312026-05-15

KMB KIMBERLY-CLARK CORP2.1K shares6.83%2026-03-312026-05-15

IVT INVENTRUST PPTYS CORP6.7K sharesnew addition2026-03-312026-05-15

Sponsored

GVI ISHARES TR1.9K shares0.00%2026-03-312026-05-15

TGT TARGET CORP1.7K sharesnew addition2026-03-312026-05-15

ETW EATON VANCE TAX-MANAGED GLOB20.6K shares0.71%2026-03-312026-05-15

FUSB FIRST US BANCSHARES INC11.5K shares0.00%2026-03-312026-05-15

SAN BANCO SANTANDER SA15.6K shares7.26%2026-03-312026-05-15

TDF TEMPLETON DRAGON FD INC11.5K shares0.80%2026-03-312026-05-15

ABR ARBOR REALTY TRUST INC13.0K shares0.44%2026-03-312026-05-15

ETJ EATON VANCE RISK-MANAGED DIV11.4K shares0.58%2026-03-312026-05-15

Sponsored

DLNG DYNAGAS LNG PARTNERS LP21.5K shares0.00%2026-03-312026-05-15

LYG LLOYDS BANKING GROUP PLC12.3K shares0.00%2026-03-312026-05-15

OABI OMNIAB INC11.3K sharesnew addition2026-03-312026-05-15

SMRT SMARTRENT INC10.9K sharesnew addition2026-03-312026-05-15

SCHX

SCHWAB STRATEGIC TR

7.21%

Shares18.2M

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

3.80%

Shares690.3K

Event2026-03-31

Filed2026-05-15

OSEA

HARBOR ETF TRUST

8.15%

Shares2.9M

Event2026-03-31

Filed2026-05-15

OSCV

ETF SER SOLUTIONS

4.70%

Shares1.9M

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

-0.66%

Shares84.6K

Event2026-03-31

Filed2026-05-15

SLYG

SPDR SERIES TRUST

3.91%

Shares539.3K

Event2026-03-31

Filed2026-05-15

SELV

SEI EXCHANGE TRADED FUNDS

24979.10%

Shares1.6M

Event2026-03-31

Filed2026-05-15

DRSK

ETF SER SOLUTIONS

5.49%

Shares1.8M

Event2026-03-31

Filed2026-05-15

SCHP

SCHWAB STRATEGIC TR

4.06%

Shares1.7M

Event2026-03-31

Filed2026-05-15

SEEM

SEI EXCHANGE TRADED FUNDS

10190.54%

Shares1.3M

Event2026-03-31

Filed2026-05-15

ACIO

ETF SER SOLUTIONS

8.49%

Shares1.0M

Event2026-03-31

Filed2026-05-15

JPIE

J P MORGAN EXCHANGE TRADED F

4.40%

Shares793.2K

Event2026-03-31

Filed2026-05-15

FTCS

FIRST TR EXCHANGE-TRADED FD

15866.33%

Shares350.0K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

4.75%

Shares107.4K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

1.96%

Shares130.1K

Event2026-03-31

Filed2026-05-15

AGG

ISHARES TR

12.72%

Shares201.1K

Event2026-03-31

Filed2026-05-15

QQQM

INVESCO EXCH TRADED FD TR II

-0.48%

Shares82.2K

Event2026-03-31

Filed2026-05-15

DFAC

DIMENSIONAL ETF TRUST

New

Shares397.8K

Event2026-03-31

Filed2026-05-15

XLC

SELECT SECTOR SPDR TR

-0.33%

Shares131.5K

Event2026-03-31

Filed2026-05-15

SMH

VANECK ETF TRUST

-78.96%

Shares37.5K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

5.40%

Shares38.5K

Event2026-03-31

Filed2026-05-15

MUB

ISHARES TR

0.61%

Shares107.9K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

8.19%

Shares38.4K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

-11.01%

Shares15.2K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

16.66%

Shares46.8K

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB STRATEGIC TR

-1.37%

Shares305.0K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

0.53%

Shares50.5K

Event2026-03-31

Filed2026-05-15

SLYV

SPDR SERIES TRUST

1.48%

Shares86.6K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-1.89%

Shares27.1K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

30.15%

Shares25.3K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

-4.61%

Shares103.4K

Event2026-03-31

Filed2026-05-15

VGT

VANGUARD WORLD FD

0.54%

Shares9.5K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

-5.56%

Shares32.6K

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

-0.65%

Shares14.5K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

1.41%

Shares5.7K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

4.13%

Shares10.8K

Event2026-03-31

Filed2026-05-15

SCHF

SCHWAB STRATEGIC TR

2.36%

Shares193.9K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

30.58%

Shares38.3K

Event2026-03-31

Filed2026-05-15

VISA INC

29.05%

Shares15.6K

Event2026-03-31

Filed2026-05-15

VTEB

VANGUARD MUN BD FDS

0.35%

Shares88.9K

Event2026-03-31

Filed2026-05-15

META

META PLATFORMS INC

-0.70%

Shares7.6K

Event2026-03-31

Filed2026-05-15

SOUTHERN CO

-0.21%

Shares44.9K

Event2026-03-31

Filed2026-05-15

SCHG

SCHWAB STRATEGIC TR

0.91%

Shares148.7K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

6.22%

Shares47.8K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

61.90%

Shares17.7K

Event2026-03-31

Filed2026-05-15

DSI

ISHARES TR

1.79%

Shares35.5K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

6.59%

Shares13.5K

Event2026-03-31

Filed2026-05-15

LMT

LOCKHEED MARTIN CORP

96.93%

Shares6.8K

Event2026-03-31

Filed2026-05-15

PPA

INVESCO EXCHANGE TRADED FD T

0.61%

Shares24.0K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

65.70%

Shares7.7K

Event2026-03-31

Filed2026-05-15

SCHE

SCHWAB STRATEGIC TR

69.60%

Shares116.9K

Event2026-03-31

Filed2026-05-15

SPHY

SPDR SERIES TRUST

10.00%

Shares162.9K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

-2.40%

Shares6.6K

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

-3.24%

Shares53.6K

Event2026-03-31

Filed2026-05-15

TJX

TJX COS INC NEW

164.58%

Shares23.3K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

64.98%

Shares3.6K

Event2026-03-31

Filed2026-05-15

SCHV

SCHWAB STRATEGIC TR

-5.53%

Shares114.0K

Event2026-03-31

Filed2026-05-15

FSK

FS KKR CAP CORP

3.55%

Shares329.4K

Event2026-03-31

Filed2026-05-15

IWM

ISHARES TR

-1.72%

Shares13.5K

Event2026-03-31

Filed2026-05-15

VONV

VANGUARD SCOTTSDALE FDS

-63.94%

Shares35.5K

Event2026-03-31

Filed2026-05-15

USMV

ISHARES TR

-3.46%

Shares33.7K

Event2026-03-31

Filed2026-05-15

VONG

VANGUARD SCOTTSDALE FDS

-64.82%

Shares28.3K

Event2026-03-31

Filed2026-05-15

EA SERIES TRUST

New

Shares60.1K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

1.69%

Shares13.2K

Event2026-03-31

Filed2026-05-15

PWR

QUANTA SVCS INC

-2.15%

Shares5.2K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

-31.85%

Shares8.8K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

5.72%

Shares7.5K

Event2026-03-31

Filed2026-05-15

XLY

SELECT SECTOR SPDR TR

-0.44%

Shares25.4K

Event2026-03-31

Filed2026-05-15

ORLY

OREILLY AUTOMOTIVE INC

363.88%

Shares30.0K

Event2026-03-31

Filed2026-05-15

IHI

ISHARES TR

0.57%

Shares51.1K

Event2026-03-31

Filed2026-05-15

EAGG

ISHARES TR

8.07%

Shares56.6K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

3.46%

Shares4.5K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

2.03%

Shares3.7K

Event2026-03-31

Filed2026-05-15

IYG

ISHARES TR

-0.63%

Shares31.2K

Event2026-03-31

Filed2026-05-15

XMMO

INVESCO EXCHANGE TRADED FD T

-0.30%

Shares17.7K

Event2026-03-31

Filed2026-05-15

IBM

INTERNATIONAL BUSINESS MACHS

3.66%

Shares10.1K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

4.61%

Shares44.8K

Event2026-03-31

Filed2026-05-15

IDEV

ISHARES TR

-1.67%

Shares28.0K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

8.82%

Shares7.5K

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

7.11%

Shares7.0K

Event2026-03-31

Filed2026-05-15

XLP

SELECT SECTOR SPDR TR

0.05%

Shares28.0K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

16.61%

Shares29.2K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-2.03%

Shares6.7K

Event2026-03-31

Filed2026-05-15

JAAA

JANUS DETROIT STR TR

New

Shares44.3K

Event2026-03-31

Filed2026-05-15

VIOV

VANGUARD ADMIRAL FDS INC

New

Shares21.4K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

33.01%

Shares15.0K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

1.37%

Shares10.2K

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

84.50%

Shares13.3K

Event2026-03-31

Filed2026-05-15

VXF

VANGUARD INDEX FDS

-57.77%

Shares10.0K

Event2026-03-31

Filed2026-05-15

CME

CME GROUP INC

377.13%

Shares6.9K

Event2026-03-31

Filed2026-05-15

SHYG

ISHARES TR

1.16%

Shares47.7K

Event2026-03-31

Filed2026-05-15

BND

VANGUARD BD INDEX FDS

-6.47%

Shares27.0K

Event2026-03-31

Filed2026-05-15

SEIV

SEI EXCHANGE TRADED FUNDS

-2.87%

Shares46.1K

Event2026-03-31

Filed2026-05-15

FSCO

FS CREDIT OPPORTUNITIES CORP

184.77%

Shares375.8K

Event2026-03-31

Filed2026-05-15

WCC

WESCO INTL INC

-0.03%

Shares6.9K

Event2026-03-31

Filed2026-05-15

SEIM

SEI EXCHANGE TRADED FUNDS

-1.63%

Shares41.5K

Event2026-03-31

Filed2026-05-15

SGOV

ISHARES TR

New

Shares18.8K

Event2026-03-31

Filed2026-05-15

QUAL

ISHARES TR

2.21%

Shares9.8K

Event2026-03-31

Filed2026-05-15

AT&T INC

2.25%

Shares64.5K

Event2026-03-31

Filed2026-05-15

BAC

BANK AMERICA CORP

-5.27%

Shares37.6K

Event2026-03-31

Filed2026-05-15

XLG

INVESCO EXCHANGE TRADED FD T

-2.24%

Shares32.7K

Event2026-03-31

Filed2026-05-15

VBR

VANGUARD INDEX FDS

-1.45%

Shares8.2K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

223.19%

Shares16.6K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

5.37%

Shares14.2K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

10.08%

Shares3.9K

Event2026-03-31

Filed2026-05-15

SYK

STRYKER CORPORATION

119.82%

Shares5.1K

Event2026-03-31

Filed2026-05-15

HYD

VANECK ETF TRUST

0.92%

Shares31.9K

Event2026-03-31

Filed2026-05-15

QTEC

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares7.3K

Event2026-03-31

Filed2026-05-15

WEC ENERGY GROUP INC

290.54%

Shares13.2K

Event2026-03-31

Filed2026-05-15

ROST

ROSS STORES INC

New

Shares7.0K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC.

2.42%

Shares15.7K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

-3.95%

Shares10.0K

Event2026-03-31

Filed2026-05-15

BOEING CO

241.40%

Shares7.3K

Event2026-03-31

Filed2026-05-15

PFE

PFIZER INC

4.52%

Shares50.7K

Event2026-03-31

Filed2026-05-15

COCA COLA CO

10.51%

Shares18.6K

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC

2.03%

Shares2.9K

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC

15.79%

Shares27.9K

Event2026-03-31

Filed2026-05-15

AMAT

APPLIED MATLS INC

-2.39%

Shares4.1K

Event2026-03-31

Filed2026-05-15

IWF

ISHARES TR

1.70%

Shares3.2K

Event2026-03-31

Filed2026-05-15

ASML

ASML HLDG NV

0.10%

Shares1.0K

Event2026-03-31

Filed2026-05-15

HSY

HERSHEY CO

481.45%

Shares6.6K

Event2026-03-31

Filed2026-05-15

TMUS

T-MOBILE US INC

-0.11%

Shares6.5K

Event2026-03-31

Filed2026-05-15

XLU

SELECT SECTOR SPDR TR

-4.75%

Shares29.4K

Event2026-03-31

Filed2026-05-15

ISRG

INTUITIVE SURGICAL INC

6.05%

Shares2.9K

Event2026-03-31

Filed2026-05-15

VIOG

VANGUARD ADMIRAL FDS INC

New

Shares10.7K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

3.52%

Shares4.9K

Event2026-03-31

Filed2026-05-15

SCHA

SCHWAB STRATEGIC TR

-13.51%

Shares45.1K

Event2026-03-31

Filed2026-05-15

VBK

VANGUARD INDEX FDS

-0.95%

Shares4.3K

Event2026-03-31

Filed2026-05-15

FDL

FIRST TR EXCHANGE-TRADED FD

0.05%

Shares25.4K

Event2026-03-31

Filed2026-05-15

SUB

ISHARES TR

5.59%

Shares11.8K

Event2026-03-31

Filed2026-05-15

SPEM

SPDR INDEX SHS FDS

9.67%

Shares26.5K

Event2026-03-31

Filed2026-05-15

ECL

ECOLAB INC

New

Shares4.6K

Event2026-03-31

Filed2026-05-15

TSCO

TRACTOR SUPPLY CO

New

Shares26.5K

Event2026-03-31

Filed2026-05-15

HCA

HCA HEALTHCARE INC

-0.67%

Shares2.5K

Event2026-03-31

Filed2026-05-15

BNDX

VANGUARD CHARLOTTE FDS

-0.37%

Shares24.7K

Event2026-03-31

Filed2026-05-15

IUSG

ISHARES TR

-1.01%

Shares7.7K

Event2026-03-31

Filed2026-05-15

HYMB

SPDR SERIES TRUST

-3.37%

Shares47.5K

Event2026-03-31

Filed2026-05-15

SEIE

SEI EXCHANGE TRADED FUNDS

-1.02%

Shares35.3K

Event2026-03-31

Filed2026-05-15

CEG

CONSTELLATION ENERGY CORP

-10.13%

Shares4.1K

Event2026-03-31

Filed2026-05-15

AMD

ADVANCED MICRO DEVICES INC

2.59%

Shares5.6K

Event2026-03-31

Filed2026-05-15

LINDE PLC

6.59%

Shares2.3K

Event2026-03-31

Filed2026-05-15

NUDV

NUSHARES ETF TR

9.74%

Shares36.3K

Event2026-03-31

Filed2026-05-15

XLE

SELECT SECTOR SPDR TR

0.81%

Shares18.0K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

69.78%

Shares16.1K

Event2026-03-31

Filed2026-05-15

MICRON TECHNOLOGY INC

26.55%

Shares3.2K

Event2026-03-31

Filed2026-05-15

ESGD

ISHARES TR

0.22%

Shares11.2K

Event2026-03-31

Filed2026-05-15

EMB

ISHARES TR

-3.14%

Shares11.3K

Event2026-03-31

Filed2026-05-15

PARKER-HANNIFIN CORP

-0.34%

Shares1.2K

Event2026-03-31

Filed2026-05-15

PNC

PNC FINL SVCS GROUP INC

13.00%

Shares5.0K

Event2026-03-31

Filed2026-05-15

ENERGY TRANSFER L P

0.00%

Shares53.9K

Event2026-03-31

Filed2026-05-15

AON PLC

-51.67%

Shares3.2K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

-16.89%

Shares11.1K

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

-0.13%

Shares7.7K

Event2026-03-31

Filed2026-05-15

CTAS

CINTAS CORP

0.56%

Shares6.0K

Event2026-03-31

Filed2026-05-15

NUSC

NUSHARES ETF TR

9.25%

Shares22.2K

Event2026-03-31

Filed2026-05-15

COF

CAPITAL ONE FINL CORP

-0.11%

Shares5.5K

Event2026-03-31

Filed2026-05-15

BDX

BECTON DICKINSON & CO

New

Shares6.3K

Event2026-03-31

Filed2026-05-15

MMM

3M CO

7.06%

Shares6.8K

Event2026-03-31

Filed2026-05-15

GWW

WW GRAINGER INC

New

Shares911

Event2026-03-31

Filed2026-05-15

KLAC

KLA CORP

8.96%

Shares669

Event2026-03-31

Filed2026-05-15

ASTRAZENECA PLC

New

Shares4.9K

Event2026-03-31

Filed2026-05-15

TRANE TECHNOLOGIES PLC

-4.20%

Shares2.3K

Event2026-03-31

Filed2026-05-15

EOG

EOG RES INC

9.30%

Shares6.6K

Event2026-03-31

Filed2026-05-15

INTC

INTEL CORP

11.40%

Shares21.7K

Event2026-03-31

Filed2026-05-15

MBB

ISHARES TR

-8.84%

Shares10.1K

Event2026-03-31

Filed2026-05-15

ALTRIA GROUP INC

-1.40%

Shares14.3K

Event2026-03-31

Filed2026-05-15

PHILIP MORRIS INTL INC

12.74%

Shares5.6K

Event2026-03-31

Filed2026-05-15

SEIQ

SEI EXCHANGE TRADED FUNDS

3.07%

Shares25.2K

Event2026-03-31

Filed2026-05-15

CITIGROUP INC

12.97%

Shares7.9K

Event2026-03-31

Filed2026-05-15

ESGE

ISHARES INC

42.85%

Shares19.1K

Event2026-03-31

Filed2026-05-15

LEAD

SIREN ETF TR

0.07%

Shares11.3K

Event2026-03-31

Filed2026-05-15

EFG

ISHARES TR

-13.75%

Shares7.6K

Event2026-03-31

Filed2026-05-15

RTX

RTX CORPORATION

6.18%

Shares4.2K

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC

-13.15%

Shares951

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRS INC

-0.62%

Shares4.0K

Event2026-03-31

Filed2026-05-15

LOW

LOWES COS INC

-4.23%

Shares3.3K

Event2026-03-31

Filed2026-05-15

HYG

ISHARES TR

-11.70%

Shares9.8K

Event2026-03-31

Filed2026-05-15

GE AEROSPACE

-20.13%

Shares2.7K

Event2026-03-31

Filed2026-05-15

VWOB

VANGUARD WHITEHALL FDS

-1.51%

Shares11.7K

Event2026-03-31

Filed2026-05-15

GEV

GE VERNOVA INC

9.49%

Shares877

Event2026-03-31

Filed2026-05-15

HON

HONEYWELL INTL INC

15.89%

Shares3.4K

Event2026-03-31

Filed2026-05-15

NBIS

NEBIUS GROUP N.V.

24.32%

Shares7.3K

Event2026-03-31

Filed2026-05-15

MORGAN STANLEY

-5.02%

Shares4.6K

Event2026-03-31

Filed2026-05-15

DIS

DISNEY WALT CO

1.01%

Shares7.8K

Event2026-03-31

Filed2026-05-15

WFC

WELLS FARGO & CO

-0.66%

Shares9.4K

Event2026-03-31

Filed2026-05-15

IWR

ISHARES TR

12.51%

Shares7.6K

Event2026-03-31

Filed2026-05-15

DEERE & CO

-1.72%

Shares1.3K

Event2026-03-31

Filed2026-05-15

NOC

NORTHROP GRUMMAN CORP

-2.46%

Shares1.1K

Event2026-03-31

Filed2026-05-15

BMY

BRISTOL-MYERS SQUIBB CO

26.85%

Shares12.0K

Event2026-03-31

Filed2026-05-15

CRM

SALESFORCE INC

-9.34%

Shares3.9K

Event2026-03-31

Filed2026-05-15

AXP

AMERICAN EXPRESS CO

-0.97%

Shares2.3K

Event2026-03-31

Filed2026-05-15

IMO

IMPERIAL OIL LTD

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-15

SPYG

SPDR SERIES TRUST

0.17%

Shares7.1K

Event2026-03-31

Filed2026-05-15

CSX

CSX CORP

0.61%

Shares16.6K

Event2026-03-31

Filed2026-05-15

EXC

EXELON CORP

9.43%

Shares13.8K

Event2026-03-31

Filed2026-05-15

ACWV

ISHARES INC

-5.72%

Shares5.6K

Event2026-03-31

Filed2026-05-15

LQD

ISHARES TR

-10.14%

Shares6.1K

Event2026-03-31

Filed2026-05-15

FANG

DIAMONDBACK ENERGY INC

30.27%

Shares3.3K

Event2026-03-31

Filed2026-05-15

WDC

WESTERN DIGITAL CORP

-9.12%

Shares2.4K

Event2026-03-31

Filed2026-05-15

PANW

PALO ALTO NETWORKS INC

10.33%

Shares4.1K

Event2026-03-31

Filed2026-05-15

GLW

CORNING INC

-2.95%

Shares4.8K

Event2026-03-31

Filed2026-05-15

CHUBB LTD SWITZ

30.23%

Shares2.0K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

-1.08%

Shares1.8K

Event2026-03-31

Filed2026-05-15

ETR

ENTERGY CORP NEW

-0.24%

Shares5.7K

Event2026-03-31

Filed2026-05-15

IVW

ISHARES TR

-1.74%

Shares5.7K

Event2026-03-31

Filed2026-05-15

VRTX

VERTEX PHARMACEUTICALS INC

-10.89%

Shares1.4K

Event2026-03-31

Filed2026-05-15

VDC

VANGUARD WORLD FD

0.04%

Shares2.8K

Event2026-03-31

Filed2026-05-15

SUSB

ISHARES TR

8.58%

Shares25.3K

Event2026-03-31

Filed2026-05-15

HYT

BLACKROCK CORPOR HI YLD FD I

4.05%

Shares73.9K

Event2026-03-31

Filed2026-05-15

SPYV

SPDR SERIES TRUST

0.22%

Shares11.0K

Event2026-03-31

Filed2026-05-15

KROGER CO

-1.29%

Shares8.5K

Event2026-03-31

Filed2026-05-15

MDY

STATE STR SPDR S&P MIDCAP 40

New

Shares985

Event2026-03-31

Filed2026-05-15

APH

AMPHENOL CORP

-4.89%

Shares4.8K

Event2026-03-31

Filed2026-05-15

NOW

SERVICENOW INC

10.07%

Shares5.7K

Event2026-03-31

Filed2026-05-15

SNPS

SYNOPSYS INC

-1.52%

Shares1.5K

Event2026-03-31

Filed2026-05-15

APP

APPLOVIN CORP

-12.21%

Shares1.5K

Event2026-03-31

Filed2026-05-15

EATON CORP PLC

-7.60%

Shares1.6K

Event2026-03-31

Filed2026-05-15

CIEN

CIENA CORP

New

Shares1.5K

Event2026-03-31

Filed2026-05-15

BCI

ABRDN ETFS

16.24%

Shares23.9K

Event2026-03-31

Filed2026-05-15

DIA

STATE STR SPDR DOW JONES IND

0.16%

Shares1.2K

Event2026-03-31

Filed2026-05-15

CTVA

CORTEVA INC

0.37%

Shares6.9K

Event2026-03-31

Filed2026-05-15

INTU

INTUIT

-14.26%

Shares1.3K

Event2026-03-31

Filed2026-05-15

CMCSA

COMCAST CORP NEW

0.45%

Shares19.3K

Event2026-03-31

Filed2026-05-15

EMLC

VANECK ETF TRUST

-2.83%

Shares22.0K

Event2026-03-31

Filed2026-05-15

PGR

PROGRESSIVE CORP

1.65%

Shares2.8K

Event2026-03-31

Filed2026-05-15

LAM RESEARCH CORP

-2.10%

Shares2.5K

Event2026-03-31

Filed2026-05-15

COP

CONOCOPHILLIPS

5.99%

Shares4.1K

Event2026-03-31

Filed2026-05-15

VOE

VANGUARD INDEX FDS

1.36%

Shares2.9K

Event2026-03-31

Filed2026-05-15

UPS

UNITED PARCEL SVCS INC

12.94%

Shares5.4K

Event2026-03-31

Filed2026-05-15

EXPD

EXPEDITORS INTL WASH INC

New

Shares3.7K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

-0.19%

Shares11.0K

Event2026-03-31

Filed2026-05-15

PAAA

PGIM ETF TR

New

Shares10.2K

Event2026-03-31

Filed2026-05-15

PAVE

GLOBAL X FDS

-6.69%

Shares10.3K

Event2026-03-31

Filed2026-05-15

MNST

MONSTER BEVERAGE CORP NEW

New

Shares7.1K

Event2026-03-31

Filed2026-05-15

MPC

MARATHON PETE CORP

-0.57%

Shares2.1K

Event2026-03-31

Filed2026-05-15

SEIS

SEI EXCHANGE TRADED FUNDS

-1.38%

Shares18.5K

Event2026-03-31

Filed2026-05-15

AMT

AMERICAN TOWER CORP

1.64%

Shares2.9K

Event2026-03-31

Filed2026-05-15

ESGU

ISHARES TR

-16.19%

Shares3.5K

Event2026-03-31

Filed2026-05-15

DUKE ENERGY CORP NEW

-6.30%

Shares3.8K

Event2026-03-31

Filed2026-05-15

XLF

SELECT SECTOR SPDR TR

0.92%

Shares10.0K

Event2026-03-31

Filed2026-05-15

SCHO

SCHWAB STRATEGIC TR

-27.97%

Shares20.4K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

New

Shares4.0K

Event2026-03-31

Filed2026-05-15

NOBL

PROSHARES TR

-7.17%

Shares4.6K

Event2026-03-31

Filed2026-05-15

FBT

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-15

NKE

NIKE INC

-0.83%

Shares9.2K

Event2026-03-31

Filed2026-05-15

CFG

CITIZENS FINL GROUP INC

1.62%

Shares8.0K

Event2026-03-31

Filed2026-05-15

PSX

PHILLIPS 66

7.39%

Shares2.6K

Event2026-03-31

Filed2026-05-15

SUSA

ISHARES TR

0.53%

Shares3.6K

Event2026-03-31

Filed2026-05-15

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares12.2K

Event2026-03-31

Filed2026-05-15

MKC

MCCORMICK & CO INC

New

Shares9.2K

Event2026-03-31

Filed2026-05-15

SPDW

SPDR INDEX SHS FDS

-0.22%

Shares10.2K

Event2026-03-31

Filed2026-05-15

FIRSTENERGY CORP

0.72%

Shares9.2K

Event2026-03-31

Filed2026-05-15

VTIP

VANGUARD MALVERN FDS

-44.09%

Shares9.2K

Event2026-03-31

Filed2026-05-15

BCS

BARCLAYS PLC

-1.01%

Shares21.7K

Event2026-03-31

Filed2026-05-15

VLUE

ISHARES TR

-0.93%

Shares3.2K

Event2026-03-31

Filed2026-05-15

GILD

GILEAD SCIENCES INC

-0.13%

Shares3.2K

Event2026-03-31

Filed2026-05-15

IGPT

INVESCO EXCHANGE TRADED FD T

0.00%

Shares7.6K

Event2026-03-31

Filed2026-05-15

XSVN

BONDBLOXX ETF TRUST

-1.21%

Shares9.2K

Event2026-03-31

Filed2026-05-15

ADI

ANALOG DEVICES INC

-4.36%

Shares1.4K

Event2026-03-31

Filed2026-05-15

IWN

ISHARES TR

-0.43%

Shares2.3K

Event2026-03-31

Filed2026-05-15

FS SPECIALTY LENDING FD

-40.99%

Shares34.9K

Event2026-03-31

Filed2026-05-15

DES

WISDOMTREE TR

-0.11%

Shares12.1K

Event2026-03-31

Filed2026-05-15

SBUX

STARBUCKS CORP

-0.31%

Shares4.8K

Event2026-03-31

Filed2026-05-15

HYXF

ISHARES TR

8.44%

Shares9.2K

Event2026-03-31

Filed2026-05-15

BANK NEW YORK MELLON CORP

19.49%

Shares3.6K

Event2026-03-31

Filed2026-05-15

BME

BLACKROCK HEALTH SCIENCES TR

0.81%

Shares11.0K

Event2026-03-31

Filed2026-05-15

ACCENTURE PLC IRELAND

2.75%

Shares2.1K

Event2026-03-31

Filed2026-05-15

PJP

INVESCO EXCHANGE TRADED FD T

0.05%

Shares4.1K

Event2026-03-31

Filed2026-05-15

USIG

ISHARES TR

-0.53%

Shares8.2K

Event2026-03-31

Filed2026-05-15

AWK

AMERICAN WTR WKS CO INC NEW

2.60%

Shares3.0K

Event2026-03-31

Filed2026-05-15

EME

EMCOR GROUP INC

-0.18%

Shares559

Event2026-03-31

Filed2026-05-15

PRU

PRUDENTIAL FINL INC

44.59%

Shares4.2K

Event2026-03-31

Filed2026-05-15

QNITY ELECTRONICS INC

0.89%

Shares3.5K

Event2026-03-31

Filed2026-05-15

USB

US BANCORP

-1.05%

Shares7.6K

Event2026-03-31

Filed2026-05-15

NSC

NORFOLK SOUTHN CORP

-2.76%

Shares1.4K

Event2026-03-31

Filed2026-05-15

DUPONT DE NEMOURS INC

-5.78%

Shares8.6K

Event2026-03-31

Filed2026-05-15

SPYD

SPDR SERIES TRUST

1.08%

Shares8.5K

Event2026-03-31

Filed2026-05-15

SHEL

SHELL PLC

5.41%

Shares4.2K

Event2026-03-31

Filed2026-05-15

VLO

VALERO ENERGY CORP

8.32%

Shares1.6K

Event2026-03-31

Filed2026-05-15

IUSV

ISHARES TR

-1.60%

Shares3.8K

Event2026-03-31

Filed2026-05-15

OKE

ONEOK INC NEW

2.13%

Shares4.1K

Event2026-03-31

Filed2026-05-15

SCHW

SCHWAB CHARLES CORP

19.47%

Shares4.0K

Event2026-03-31

Filed2026-05-15

WASTE MGMT INC DEL

17.27%

Shares1.6K

Event2026-03-31

Filed2026-05-15

SLB

SLB LIMITED

-13.00%

Shares7.2K

Event2026-03-31

Filed2026-05-15

AEP

AMERICAN ELEC PWR CO INC

2.36%

Shares2.8K

Event2026-03-31

Filed2026-05-15

NVS

NOVARTIS AG

6.17%

Shares2.4K

Event2026-03-31

Filed2026-05-15

WMB

WILLIAMS COS INC

-25.18%

Shares4.9K

Event2026-03-31

Filed2026-05-15

EFAV

ISHARES TR

-5.05%

Shares3.9K

Event2026-03-31

Filed2026-05-15

EBND

SPDR SERIES TRUST

-1.80%

Shares17.2K

Event2026-03-31

Filed2026-05-15

JPLD

J P MORGAN EXCHANGE TRADED F

2.01%

Shares6.8K

Event2026-03-31

Filed2026-05-15

BLACKROCK INC

1.10%

Shares367

Event2026-03-31

Filed2026-05-15

DOMINION ENERGY INC

5.57%

Shares5.6K

Event2026-03-31

Filed2026-05-15

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-15

WELL

WELLTOWER INC

27.00%

Shares1.7K

Event2026-03-31

Filed2026-05-15

QQQX

NUVEEN NASDAQ 100 DYNAMIC OV

0.00%

Shares12.7K

Event2026-03-31

Filed2026-05-15

CONSOLIDATED EDISON INC

3.12%

Shares3.0K

Event2026-03-31

Filed2026-05-15

UNP

UNION PAC CORP

11.62%

Shares1.4K

Event2026-03-31

Filed2026-05-15

ITW

ILLINOIS TOOL WKS INC

-0.39%

Shares1.3K

Event2026-03-31

Filed2026-05-15

BP PLC

-3.77%

Shares7.1K

Event2026-03-31

Filed2026-05-15

NYT

NEW YORK TIMES CO MTN BE

0.10%

Shares3.9K

Event2026-03-31

Filed2026-05-15

SEAGATE TECHNOLOGY HLDNGS PL

0.12%

Shares826

Event2026-03-31

Filed2026-05-15

QCOM

QUALCOMM INC

5.90%

Shares2.5K

Event2026-03-31

Filed2026-05-15

DON

WISDOMTREE TR

0.03%

Shares6.1K

Event2026-03-31

Filed2026-05-15

SPHQ

INVESCO EXCHANGE TRADED FD T

0.14%

Shares4.2K

Event2026-03-31

Filed2026-05-15

CVS

CVS HEALTH CORP

-4.94%

Shares4.4K

Event2026-03-31

Filed2026-05-15

TLN

TALEN ENERGY CORP

-24.55%

Shares996

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD WHITEHALL FDS

0.37%

Shares2.1K

Event2026-03-31

Filed2026-05-15

ISHARES GOLD TR

-3.64%

Shares3.6K

Event2026-03-31

Filed2026-05-15

EQIX

EQUINIX INC

13.88%

Shares320

Event2026-03-31

Filed2026-05-15

NFG

NATIONAL FUEL GAS CO

0.57%

Shares3.3K

Event2026-03-31

Filed2026-05-15

IRM

IRON MTN INC DEL

11.14%

Shares3.1K

Event2026-03-31

Filed2026-05-15

TDG

TRANSDIGM GROUP INC

4.26%

Shares269

Event2026-03-31

Filed2026-05-15

ICE

INTERCONTINENTAL EXCHANGE IN

-2.08%

Shares2.0K

Event2026-03-31

Filed2026-05-15

PHM

PULTE GROUP INC

-1.27%

Shares2.6K

Event2026-03-31

Filed2026-05-15

BROADRIDGE FINL SOLUTIONS IN

18.84%

Shares1.9K

Event2026-03-31

Filed2026-05-15

ADP

AUTOMATIC DATA PROCESSING IN

-2.13%

Shares1.5K

Event2026-03-31

Filed2026-05-15

DHR

DANAHER CORP DEL

New

Shares1.6K

Event2026-03-31

Filed2026-05-15

ARISTA NETWORKS INC

36.19%

Shares2.5K

Event2026-03-31

Filed2026-05-15

MCK

MCKESSON CORP

-1.42%

Shares346

Event2026-03-31

Filed2026-05-15

RAAX

VANECK ETF TRUST

New

Shares7.3K

Event2026-03-31

Filed2026-05-15

SPSM

SPDR SERIES TRUST

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-15

ESGV

VANGUARD WORLD FD

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-15

MMC

MARSH & MCLENNAN COS INC

35.82%

Shares1.7K

Event2026-03-31

Filed2026-05-15

VXUS

VANGUARD STAR FDS

35.51%

Shares3.8K

Event2026-03-31

Filed2026-05-15

NVO

NOVO-NORDISK A S

0.14%

Shares7.9K

Event2026-03-31

Filed2026-05-15

HIG

HARTFORD INSURANCE GROUP INC

-0.84%

Shares2.1K

Event2026-03-31

Filed2026-05-15

VPU

VANGUARD WORLD FD

0.07%

Shares1.4K

Event2026-03-31

Filed2026-05-15

BKNG

BOOKING HOLDINGS INC

2400.00%

Shares1.7K

Event2026-03-31

Filed2026-05-15

PEG

PUBLIC SVC ENTERPRISE GROUP

-5.62%

Shares3.5K

Event2026-03-31

Filed2026-05-15

XPO

XPO INC

-3.55%

Shares1.5K

Event2026-03-31

Filed2026-05-15

FPE

FIRST TR EXCH TRADED FD III

0.00%

Shares16.1K

Event2026-03-31

Filed2026-05-15

CPRT

COPART INC

1.60%

Shares8.5K

Event2026-03-31

Filed2026-05-15

QXO

QXO INC

27.09%

Shares14.5K

Event2026-03-31

Filed2026-05-15

SAP

SAP SE

0.62%

Shares1.6K

Event2026-03-31

Filed2026-05-15

CDNS

CADENCE DESIGN SYSTEM INC

-3.80%

Shares987

Event2026-03-31

Filed2026-05-15

EFAX

SPDR INDEX SHS FDS

New

Shares5.5K

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INC

23.38%

Shares1.9K

Event2026-03-31

Filed2026-05-15

AFL

AFLAC INC

20.40%

Shares2.5K

Event2026-03-31

Filed2026-05-15

CHE

CHEMED CORP NEW

0.85%

Shares715

Event2026-03-31

Filed2026-05-15

SPGI

S&P GLOBAL INC

-46.02%

Shares630

Event2026-03-31

Filed2026-05-15

GENERAL MTRS CO

6.08%

Shares3.6K

Event2026-03-31

Filed2026-05-15

COLGATE PALMOLIVE CO

15.43%

Shares3.1K

Event2026-03-31

Filed2026-05-15

MTB

M & T BK CORP

1.27%

Shares1.3K

Event2026-03-31

Filed2026-05-15

ADM

ARCHER DANIELS MIDLAND CO

-1.82%

Shares3.6K

Event2026-03-31

Filed2026-05-15

MEDTRONIC PLC

4.81%

Shares3.0K

Event2026-03-31

Filed2026-05-15

IWO

ISHARES TR

0.12%

Shares836

Event2026-03-31

Filed2026-05-15

WAT

WATERS CORP

New

Shares880

Event2026-03-31

Filed2026-05-15

VRT

VERTIV HOLDINGS CO

New

Shares1.0K

Event2026-03-31

Filed2026-05-15

SPMB

SPDR SERIES TRUST

7.66%

Shares11.7K

Event2026-03-31

Filed2026-05-15

CENCORA INC

-4.02%

Shares811

Event2026-03-31

Filed2026-05-15

TRV

TRAVELERS COMPANIES INC

6.99%

Shares872

Event2026-03-31

Filed2026-05-15

EOS

EATON VANCE ENHANCED EQUITY

0.35%

Shares12.4K

Event2026-03-31

Filed2026-05-15

OUNZ

VANECK MERK GOLD ETF

-4.83%

Shares5.6K

Event2026-03-31

Filed2026-05-15

STLD

STEEL DYNAMICS INC

-0.50%

Shares1.4K

Event2026-03-31

Filed2026-05-15

LHX

L3HARRIS TECHNOLOGIES INC

3.32%

Shares716

Event2026-03-31

Filed2026-05-15

SPEU

SPDR INDEX SHS FDS

-53.41%

Shares4.8K

Event2026-03-31

Filed2026-05-15

ING

ING GROEP N.V.

-4.85%

Shares9.4K

Event2026-03-31

Filed2026-05-15

IQLT

ISHARES TR

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-15

SPIB

SPDR SERIES TRUST

10.04%

Shares7.3K

Event2026-03-31

Filed2026-05-15

FORD MTR CO

24.19%

Shares21.2K

Event2026-03-31

Filed2026-05-15

XEL

XCEL ENERGY INC

1.80%

Shares3.1K

Event2026-03-31

Filed2026-05-15

UNM

UNUM GROUP

-2.41%

Shares3.3K

Event2026-03-31

Filed2026-05-15

EVERSOURCE ENERGY

7.23%

Shares3.5K

Event2026-03-31

Filed2026-05-15

NULG

NUSHARES ETF TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-15

SHW

SHERWIN WILLIAMS CO

-8.91%

Shares746

Event2026-03-31

Filed2026-05-15

FITB

FIFTH THIRD BANCORP

New

Shares5.1K

Event2026-03-31

Filed2026-05-15

HYLS

FIRST TR EXCHANGE-TRADED FD

-1.06%

Shares5.9K

Event2026-03-31

Filed2026-05-15

NEM

NEWMONT CORP

1.95%

Shares2.2K

Event2026-03-31

Filed2026-05-15

WTRG

ESSENTIAL UTILS INC

0.09%

Shares5.9K

Event2026-03-31

Filed2026-05-15

EMR

EMERSON ELEC CO

17.87%

Shares1.8K

Event2026-03-31

Filed2026-05-15

INVESCO EXCH TRADED FD TR II

-15.04%

Shares3.2K

Event2026-03-31

Filed2026-05-15

IYK

ISHARES TR

0.03%

Shares3.3K

Event2026-03-31

Filed2026-05-15

NRG

NRG ENERGY INC

2.94%

Shares1.6K

Event2026-03-31

Filed2026-05-15

AXTA

AXALTA COATING SYS LTD

-3.34%

Shares8.3K

Event2026-03-31

Filed2026-05-15

BSX

BOSTON SCIENTIFIC CORP

-5.03%

Shares3.7K

Event2026-03-31

Filed2026-05-15

XCEM

COLUMBIA ETF TR II

3.11%

Shares5.6K

Event2026-03-31

Filed2026-05-15

ETV

EATON VANCE TAX-MANAGED BUY-

0.39%

Shares16.6K

Event2026-03-31

Filed2026-05-15

SDY

SPDR SERIES TRUST

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-15

FDX

FEDEX CORP

New

Shares632

Event2026-03-31

Filed2026-05-15

WDAY

WORKDAY INC

New

Shares1.7K

Event2026-03-31

Filed2026-05-15

REGIONS FINANCIAL CORP NEW

0.27%

Shares8.5K

Event2026-03-31

Filed2026-05-15

ADBE

ADOBE INC

-52.93%

Shares915

Event2026-03-31

Filed2026-05-15

REALTY INCOME CORP

New

Shares3.6K

Event2026-03-31

Filed2026-05-15

SPOT

SPOTIFY TECHNOLOGY S A

-36.01%

Shares446

Event2026-03-31

Filed2026-05-15

AZO

AUTOZONE INC

-3.03%

Shares64

Event2026-03-31

Filed2026-05-15

XLI

SELECT SECTOR SPDR TR

-54.56%

Shares1.3K

Event2026-03-31

Filed2026-05-15

RELX

RELX PLC

4.88%

Shares6.5K

Event2026-03-31

Filed2026-05-15

HLT

HILTON WORLDWIDE HLDGS INC

New

Shares705

Event2026-03-31

Filed2026-05-15

SYY

SYSCO CORP

New

Shares3.0K

Event2026-03-31

Filed2026-05-15

JKHY

HENRY JACK & ASSOC INC

-5.31%

Shares1.3K

Event2026-03-31

Filed2026-05-15

MPWR

MONOLITHIC PWR SYS INC

-20.58%

Shares193

Event2026-03-31

Filed2026-05-15

HSBC

HSBC HLDGS PLC

-0.35%

Shares2.5K

Event2026-03-31

Filed2026-05-15

DVY

ISHARES TR

-26.58%

Shares1.4K

Event2026-03-31

Filed2026-05-15

FNF

FIDELITY NATL FINL INC

-1.21%

Shares4.5K

Event2026-03-31

Filed2026-05-15

OHI

OMEGA HEALTHCARE INVS INC

New

Shares4.7K

Event2026-03-31

Filed2026-05-15

EIC

EAGLE POINT INCOME COMPANY I

0.00%

Shares22.0K

Event2026-03-31

Filed2026-05-15

ZTS

ZOETIS INC

-3.58%

Shares1.8K

Event2026-03-31

Filed2026-05-15

RCL

ROYAL CARIBBEAN GROUP

New

Shares749

Event2026-03-31

Filed2026-05-15

KMB

KIMBERLY-CLARK CORP

6.83%

Shares2.1K

Event2026-03-31

Filed2026-05-15

IVT

INVENTRUST PPTYS CORP

New

Shares6.7K

Event2026-03-31

Filed2026-05-15

GVI

ISHARES TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-15

TGT

TARGET CORP

New

Shares1.7K

Event2026-03-31

Filed2026-05-15

ETW

EATON VANCE TAX-MANAGED GLOB

0.71%

Shares20.6K

Event2026-03-31

Filed2026-05-15

FUSB

FIRST US BANCSHARES INC

0.00%

Shares11.5K

Event2026-03-31

Filed2026-05-15

SAN

BANCO SANTANDER SA

7.26%

Shares15.6K

Event2026-03-31

Filed2026-05-15

TDF

TEMPLETON DRAGON FD INC

0.80%

Shares11.5K

Event2026-03-31

Filed2026-05-15

ABR

ARBOR REALTY TRUST INC

0.44%

Shares13.0K

Event2026-03-31

Filed2026-05-15

ETJ

EATON VANCE RISK-MANAGED DIV

0.58%

Shares11.4K

Event2026-03-31

Filed2026-05-15

DLNG

DYNAGAS LNG PARTNERS LP

0.00%

Shares21.5K

Event2026-03-31

Filed2026-05-15

LYG

LLOYDS BANKING GROUP PLC

0.00%

Shares12.3K

Event2026-03-31

Filed2026-05-15

OABI

OMNIAB INC

New

Shares11.3K

Event2026-03-31

Filed2026-05-15

SMRT

SMARTRENT INC

New

Shares10.9K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

SPY Put PutSTATE STR SPDR S&P 500 ETF T3.0K sharesnew addition2026-03-312026-05-15

SPY Put

STATE STR SPDR S&P 500 ETF T

New

Shares3.0K

Event2026-03-31

Filed2026-05-15