The Analysis of ELEVATION POINT WEALTH PARTNERS, LLC's Holdings & P&L


Currently, ELEVATION POINT WEALTH PARTNERS, LLC holds 1088 types of securities in its portfolio with a total value $4.2B. In the most recent quarter, they have increased their positions in AAPL (+340.9K shares, valued at $86.5M), IVV (+74.3K shares, valued at $48.5M), NVDA (+277.9K shares, valued at $48.5M); decreased their positions in LMBS (-149.1K shares, valued at $7.4M), TFLO (-88.3K shares, valued at $4.5M), EXR (-26.6K shares, valued at $3.5M); initiated new positions in JAVA (+495.7K shares, valued at $35.6M), VXF (+115.7K shares, valued at $23.8M), HEFA (+524.0K shares, valued at $22.3M).


1M P&L
+76.2M+1.96%
3M P&L
-181.5M-4.38%
HY P&L
+38.3M+0.98%

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/A1.8B
48.7%
2Semiconductors154.4M
4.1%
3Consumer Electronics150.2M
4.0%

Top Industries by Stock Count

1N/A322 stocks
31.9%
2Banks - Regional32 stocks
3.2%
3Software - Application30 stocks
3.0%
Stock Holdings
AAPL
APPLE INC
136.88%
Shares590.0K
Event2026-03-31
Filed2026-04-27
GLD
SPDR GOLD TR
54.12%
Shares307.0K
Event2026-03-31
Filed2026-04-27
NVDA
NVIDIA CORPORATION
125.28%
Shares499.7K
Event2026-03-31
Filed2026-04-27
MSFT
MICROSOFT CORP
87.98%
Shares231.0K
Event2026-03-31
Filed2026-04-27
VANGUARD INDEX FDS
VANGUARD INDEX FDS
7.89%
Shares139.3K
Event2026-03-31
Filed2026-04-27
ALPHABET INC
ALPHABET INC
214.69%
Shares242.2K
Event2026-03-31
Filed2026-04-27
XOM
EXXON MOBIL CORP
44.71%
Shares387.9K
Event2026-03-31
Filed2026-04-27
AMZN
AMAZON COM INC
94.83%
Shares302.5K
Event2026-03-31
Filed2026-04-27
IVV
ISHARES TR
503.37%
Shares89.1K
Event2026-03-31
Filed2026-04-27
BROADCOM INC
BROADCOM INC
110.13%
Shares165.9K
Event2026-03-31
Filed2026-04-27
JPM
JPMORGAN CHASE & CO
96.05%
Shares171.5K
Event2026-03-31
Filed2026-04-27
RDVY
FIRST TR EXCHANGE TRADED FD
1520.36%
Shares722.8K
Event2026-03-31
Filed2026-04-27
SDVY
FIRST TR EXCHANGE TRADED FD
14172.06%
Shares1.0M
Event2026-03-31
Filed2026-04-27
HD
HOME DEPOT INC
489.28%
Shares122.9K
Event2026-03-31
Filed2026-04-27
EPD
ENTERPRISE PRODS PARTNERS L
1.29%
Shares1.0M
Event2026-03-31
Filed2026-04-27
LLY
ELI LILLY & CO
106.17%
Shares42.2K
Event2026-03-31
Filed2026-04-27
JAVA
J P MORGAN EXCHANGE TRADED F
New
Shares495.7K
Event2026-03-31
Filed2026-04-27
ALPHABET INC
ALPHABET INC
281.43%
Shares118.3K
Event2026-03-31
Filed2026-04-27
QUAL
ISHARES TR
263.81%
Shares176.6K
Event2026-03-31
Filed2026-04-27
VCIT
VANGUARD SCOTTSDALE FDS
25.13%
Shares405.3K
Event2026-03-31
Filed2026-04-27
IEFA
ISHARES TR
17.52%
Shares368.9K
Event2026-03-31
Filed2026-04-27
VT
VANGUARD INTL EQUITY INDEX F
15798.43%
Shares232.9K
Event2026-03-31
Filed2026-04-27
IJH
ISHARES TR
36.09%
Shares428.5K
Event2026-03-31
Filed2026-04-27
XLK
SELECT SECTOR SPDR TR
233.17%
Shares216.5K
Event2026-03-31
Filed2026-04-27
VUG
VANGUARD INDEX FDS
788.61%
Shares65.1K
Event2026-03-31
Filed2026-04-27
IJR
ISHARES TR
29.06%
Shares228.2K
Event2026-03-31
Filed2026-04-27
CMCSA
COMCAST CORP NEW
5.40%
Shares987.7K
Event2026-03-31
Filed2026-04-27
BIL
SPDR SERIES TRUST
45.82%
Shares302.1K
Event2026-03-31
Filed2026-04-27
BSV
VANGUARD BD INDEX FDS
34.89%
Shares343.5K
Event2026-03-31
Filed2026-04-27
EMXC
ISHARES INC
134.73%
Shares336.7K
Event2026-03-31
Filed2026-04-27
VO
VANGUARD INDEX FDS
6.66%
Shares89.9K
Event2026-03-31
Filed2026-04-27
VEA
VANGUARD TAX-MANAGED FDS
11.97%
Shares395.8K
Event2026-03-31
Filed2026-04-27
USFR
WISDOMTREE TR
35.19%
Shares495.9K
Event2026-03-31
Filed2026-04-27
SCHZ
SCHWAB STRATEGIC TR
22.86%
Shares1.1M
Event2026-03-31
Filed2026-04-27
JEPI
J P MORGAN EXCHANGE TRADED F
1191.64%
Shares435.0K
Event2026-03-31
Filed2026-04-27
SPAB
SPDR SERIES TRUST
21.60%
Shares956.8K
Event2026-03-31
Filed2026-04-27
IEMG
ISHARES INC
24.32%
Shares344.8K
Event2026-03-31
Filed2026-04-27
VXF
VANGUARD INDEX FDS
New
Shares115.7K
Event2026-03-31
Filed2026-04-27
WMT
WALMART INC
321.78%
Shares186.4K
Event2026-03-31
Filed2026-04-27
KO
COCA COLA CO
376.08%
Shares302.5K
Event2026-03-31
Filed2026-04-27
JNJ
JOHNSON & JOHNSON
56.36%
Shares94.7K
Event2026-03-31
Filed2026-04-27
HEFA
ISHARES TR
New
Shares524.0K
Event2026-03-31
Filed2026-04-27
GOVT
ISHARES TR
58.29%
Shares960.6K
Event2026-03-31
Filed2026-04-27
VTI
VANGUARD INDEX FDS
1442.81%
Shares60.2K
Event2026-03-31
Filed2026-04-27
ABBV
ABBVIE INC
157.74%
Shares87.3K
Event2026-03-31
Filed2026-04-27
VYM
VANGUARD WHITEHALL FDS
New
Shares124.7K
Event2026-03-31
Filed2026-04-27
TSLA
TESLA INC
205.10%
Shares48.5K
Event2026-03-31
Filed2026-04-27
BOND
PIMCO ETF TR
4.52%
Shares194.9K
Event2026-03-31
Filed2026-04-27
TSM
TAIWAN SEMICONDUCTOR MANUFAC
306.71%
Shares52.4K
Event2026-03-31
Filed2026-04-27
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
171.02%
Shares36.7K
Event2026-03-31
Filed2026-04-27
JPIE
J P MORGAN EXCHANGE TRADED F
4773.02%
Shares365.2K
Event2026-03-31
Filed2026-04-27
DXJ
WISDOMTREE TR
1.06%
Shares102.7K
Event2026-03-31
Filed2026-04-27
UTES
ETFIS SER TR I
New
Shares197.5K
Event2026-03-31
Filed2026-04-27
JHMM
JOHN HANCOCK EXCHANGE TRADED
459.36%
Shares233.4K
Event2026-03-31
Filed2026-04-27
COST
COSTCO WHOLESALE CORPORATION
158.42%
Shares15.6K
Event2026-03-31
Filed2026-04-27
NOBL
PROSHARES TR
17.09%
Shares145.5K
Event2026-03-31
Filed2026-04-27
EVTR
MORGAN STANLEY ETF TRUST
New
Shares301.1K
Event2026-03-31
Filed2026-04-27
INVESCO QQQ TR
INVESCO QQQ TR
251.41%
Shares26.3K
Event2026-03-31
Filed2026-04-27
TLT
ISHARES TR
30.05%
Shares166.2K
Event2026-03-31
Filed2026-04-27
SIVR
ABRDN SILVER ETF TRUST
-2.22%
Shares197.8K
Event2026-03-31
Filed2026-04-27
XLF
SELECT SECTOR SPDR TR
379.36%
Shares286.1K
Event2026-03-31
Filed2026-04-27
MERCK & CO INC
MERCK & CO INC
108.88%
Shares116.7K
Event2026-03-31
Filed2026-04-27
IWF
ISHARES TR
671.43%
Shares32.7K
Event2026-03-31
Filed2026-04-27
WDC
WESTERN DIGITAL CORP
2688.55%
Shares51.4K
Event2026-03-31
Filed2026-04-27
CVX
CHEVRON CORPORATION
79.00%
Shares66.8K
Event2026-03-31
Filed2026-04-27
NEE
NEXTERA ENERGY INC
17.41%
Shares148.4K
Event2026-03-31
Filed2026-04-27
SERIES PORTFOLIOS TR
SERIES PORTFOLIOS TR
New
Shares463.7K
Event2026-03-31
Filed2026-04-27
IVE
ISHARES TR
126.30%
Shares61.8K
Event2026-03-31
Filed2026-04-27
SPTL
SPDR SERIES TRUST
8.45%
Shares491.2K
Event2026-03-31
Filed2026-04-27
JHML
JOHN HANCOCK EXCHANGE TRADED
173.93%
Shares164.8K
Event2026-03-31
Filed2026-04-27
GS
GOLDMAN SACHS GROUP INC
217.94%
Shares15.1K
Event2026-03-31
Filed2026-04-27
MS
MORGAN STANLEY
33.51%
Shares77.8K
Event2026-03-31
Filed2026-04-27
V
VISA INC
220.67%
Shares42.1K
Event2026-03-31
Filed2026-04-27
MTUM
ISHARES TR
24.93%
Shares52.0K
Event2026-03-31
Filed2026-04-27
GSID
GOLDMAN SACHS ETF TR
67.05%
Shares176.8K
Event2026-03-31
Filed2026-04-27
HEDJ
WISDOMTREE TR
14.79%
Shares233.6K
Event2026-03-31
Filed2026-04-27
MU
MICRON TECHNOLOGY INC
32.29%
Shares35.5K
Event2026-03-31
Filed2026-04-27
DIS
DISNEY WALT CO
840.63%
Shares123.8K
Event2026-03-31
Filed2026-04-27
IVW
ISHARES TR
150.90%
Shares103.7K
Event2026-03-31
Filed2026-04-27
PG
PROCTER & GAMBLE CO
77.62%
Shares78.4K
Event2026-03-31
Filed2026-04-27
AVUV
AMERICAN CENTY ETF TR
New
Shares102.4K
Event2026-03-31
Filed2026-04-27
VGLT
VANGUARD SCOTTSDALE FDS
5.58%
Shares204.1K
Event2026-03-31
Filed2026-04-27
EXR
EXTRA SPACE STORAGE INC
-23.66%
Shares85.9K
Event2026-03-31
Filed2026-04-27
HYLS
FIRST TR EXCHANGE-TRADED FD
4.30%
Shares275.3K
Event2026-03-31
Filed2026-04-27
IMCG
ISHARES TR
9.48%
Shares139.7K
Event2026-03-31
Filed2026-04-27
RTX
RTX CORPORATION
82.80%
Shares56.1K
Event2026-03-31
Filed2026-04-27
T
AT&T INC
235.12%
Shares363.5K
Event2026-03-31
Filed2026-04-27
CSCO
CISCO SYS INC
63.96%
Shares133.9K
Event2026-03-31
Filed2026-04-27
AGG
ISHARES TR
13.78%
Shares104.6K
Event2026-03-31
Filed2026-04-27
VIG
VANGUARD SPECIALIZED FUNDS
118.35%
Shares47.2K
Event2026-03-31
Filed2026-04-27
HCA
HCA HEALTHCARE INC
217.78%
Shares21.2K
Event2026-03-31
Filed2026-04-27
IBM
INTERNATIONAL BUSINESS MACHS
94.51%
Shares41.3K
Event2026-03-31
Filed2026-04-27
EFA
ISHARES TR
100.93%
Shares102.4K
Event2026-03-31
Filed2026-04-27
DYNF
BLACKROCK ETF TRUST
117.53%
Shares165.1K
Event2026-03-31
Filed2026-04-27
MBB
ISHARES TR
152.97%
Shares100.5K
Event2026-03-31
Filed2026-04-27
GDX
VANECK ETF TRUST
78.80%
Shares104.0K
Event2026-03-31
Filed2026-04-27
EFV
ISHARES TR
121.89%
Shares126.1K
Event2026-03-31
Filed2026-04-27
LMBS
FIRST TR EXCHANGE-TRADED FD
-44.36%
Shares187.0K
Event2026-03-31
Filed2026-04-27
BLACKROCK INC
BLACKROCK INC
159.88%
Shares9.6K
Event2026-03-31
Filed2026-04-27
GEM
GOLDMAN SACHS ETF TR
41.10%
Shares214.1K
Event2026-03-31
Filed2026-04-27
MCD
MCDONALDS CORP
47.85%
Shares29.7K
Event2026-03-31
Filed2026-04-27
XLY
SELECT SECTOR SPDR TR
121.79%
Shares84.7K
Event2026-03-31
Filed2026-04-27
APH
AMPHENOL CORP
510.67%
Shares70.8K
Event2026-03-31
Filed2026-04-27
PFE
PFIZER INC
642.40%
Shares318.6K
Event2026-03-31
Filed2026-04-27
WMB
WILLIAMS COS INC
45.57%
Shares122.6K
Event2026-03-31
Filed2026-04-27
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares45.2K
Event2026-03-31
Filed2026-04-27
IEF
ISHARES TR
613.40%
Shares93.2K
Event2026-03-31
Filed2026-04-27
IUSB
ISHARES TR
194.07%
Shares191.8K
Event2026-03-31
Filed2026-04-27
VBR
VANGUARD INDEX FDS
10.29%
Shares39.4K
Event2026-03-31
Filed2026-04-27
IDEV
ISHARES TR
New
Shares101.6K
Event2026-03-31
Filed2026-04-27
TJX
TJX COS INC NEW
408.48%
Shares51.9K
Event2026-03-31
Filed2026-04-27
LINDE PLC
LINDE PLC
217.54%
Shares16.6K
Event2026-03-31
Filed2026-04-27
MA
MASTERCARD INCORPORATED
77.73%
Shares16.2K
Event2026-03-31
Filed2026-04-27
PANW
PALO ALTO NETWORKS INC
88.35%
Shares50.3K
Event2026-03-31
Filed2026-04-27
AVLV
AMERICAN CENTY ETF TR
New
Shares100.1K
Event2026-03-31
Filed2026-04-27
ADI
ANALOG DEVICES INC
171.84%
Shares25.2K
Event2026-03-31
Filed2026-04-27
XLI
SELECT SECTOR SPDR TR
131.97%
Shares49.4K
Event2026-03-31
Filed2026-04-27
FSCC
FEDERATED HERMES ETF TRUST
New
Shares268.4K
Event2026-03-31
Filed2026-04-27
VGT
VANGUARD WORLD FD
162.69%
Shares11.4K
Event2026-03-31
Filed2026-04-27
SO
SOUTHERN CO
1062.19%
Shares82.0K
Event2026-03-31
Filed2026-04-27
VTV
VANGUARD INDEX FDS
14.31%
Shares40.3K
Event2026-03-31
Filed2026-04-27
PH
PARKER-HANNIFIN CORP
747.45%
Shares8.8K
Event2026-03-31
Filed2026-04-27
VMBS
VANGUARD SCOTTSDALE FDS
11.00%
Shares165.6K
Event2026-03-31
Filed2026-04-27
TMO
THERMO FISHER SCIENTIFIC INC
105.93%
Shares15.7K
Event2026-03-31
Filed2026-04-27
SPOT
SPOTIFY TECHNOLOGY S A
658.44%
Shares15.9K
Event2026-03-31
Filed2026-04-27
SLV
ISHARES SILVER TR
273.02%
Shares112.8K
Event2026-03-31
Filed2026-04-27
SPSB
SPDR SERIES TRUST
2.62%
Shares252.4K
Event2026-03-31
Filed2026-04-27
AMGN
AMGEN INC
91.94%
Shares21.4K
Event2026-03-31
Filed2026-04-27
PM
PHILIP MORRIS INTL INC
258.42%
Shares44.9K
Event2026-03-31
Filed2026-04-27
KMI
KINDER MORGAN INC DEL
23.24%
Shares221.7K
Event2026-03-31
Filed2026-04-27
CLOA
BLACKROCK ETF TRUST II
805.94%
Shares140.4K
Event2026-03-31
Filed2026-04-27
NVS
NOVARTIS AG
392.86%
Shares47.5K
Event2026-03-31
Filed2026-04-27
EATON CORP PLC
EATON CORP PLC
411.98%
Shares20.0K
Event2026-03-31
Filed2026-04-27
EFG
ISHARES TR
1274.45%
Shares63.4K
Event2026-03-31
Filed2026-04-27
SGOV
ISHARES TR
-14.70%
Shares69.3K
Event2026-03-31
Filed2026-04-27
BAC
BANK AMERICA CORP
73.31%
Shares142.1K
Event2026-03-31
Filed2026-04-27
QCOM
QUALCOMM INC
149.64%
Shares53.7K
Event2026-03-31
Filed2026-04-27
XLC
SELECT SECTOR SPDR TR
165.80%
Shares62.0K
Event2026-03-31
Filed2026-04-27
ASML
ASML HLDG NV
413.49%
Shares5.2K
Event2026-03-31
Filed2026-04-27
BLUEROCK PVT REAL ESTATE FD
BLUEROCK PVT REAL ESTATE FD
1057.50%
Shares410.2K
Event2026-03-31
Filed2026-04-27
UNP
UNION PAC CORP
123.68%
Shares27.9K
Event2026-03-31
Filed2026-04-27
PEP
PEPSICO INC
78.15%
Shares43.5K
Event2026-03-31
Filed2026-04-27
COF
CAPITAL ONE FINL CORP
18.08%
Shares37.0K
Event2026-03-31
Filed2026-04-27
HON
HONEYWELL INTL INC
135.46%
Shares29.8K
Event2026-03-31
Filed2026-04-27
VZ
VERIZON COMMUNICATIONS INC
67.46%
Shares130.4K
Event2026-03-31
Filed2026-04-27
EEM
ISHARES TR
31.90%
Shares114.7K
Event2026-03-31
Filed2026-04-27
UBS
UBS GROUP AG
11.62%
Shares166.2K
Event2026-03-31
Filed2026-04-27
MEDTRONIC PLC
MEDTRONIC PLC
152.55%
Shares74.4K
Event2026-03-31
Filed2026-04-27
GEV
GE VERNOVA INC
38.72%
Shares7.4K
Event2026-03-31
Filed2026-04-27
IWD
ISHARES TR
371.08%
Shares30.0K
Event2026-03-31
Filed2026-04-27
VGK
VANGUARD INTL EQUITY INDEX F
14.43%
Shares77.0K
Event2026-03-31
Filed2026-04-27
ORCL
ORACLE CORP
37.90%
Shares43.0K
Event2026-03-31
Filed2026-04-27
WFC
WELLS FARGO & CO
407.99%
Shares79.2K
Event2026-03-31
Filed2026-04-27
GE AEROSPACE
GE AEROSPACE
33.38%
Shares22.0K
Event2026-03-31
Filed2026-04-27
SDY
SPDR SERIES TRUST
35.03%
Shares42.7K
Event2026-03-31
Filed2026-04-27
DIVO
AMPLIFY ETF TR
0.11%
Shares138.8K
Event2026-03-31
Filed2026-04-27
TUSI
TOUCHSTONE ETF TRUST
30.34%
Shares245.6K
Event2026-03-31
Filed2026-04-27
AXP
AMERICAN EXPRESS CO
303.48%
Shares19.9K
Event2026-03-31
Filed2026-04-27
XLE
SELECT SECTOR SPDR TR
154.98%
Shares97.6K
Event2026-03-31
Filed2026-04-27
GSSC
GOLDMAN SACHS ETF TR
21.20%
Shares79.9K
Event2026-03-31
Filed2026-04-27
CITIGROUP INC
CITIGROUP INC
579.02%
Shares51.7K
Event2026-03-31
Filed2026-04-27
TFLO
ISHARES TR
-43.53%
Shares114.5K
Event2026-03-31
Filed2026-04-27
SOXX
ISHARES TR
570.45%
Shares17.6K
Event2026-03-31
Filed2026-04-27
COP
CONOCOPHILLIPS
106.75%
Shares43.3K
Event2026-03-31
Filed2026-04-27
LOW
LOWES COS INC
187.83%
Shares24.1K
Event2026-03-31
Filed2026-04-27
MMC
MARSH & MCLENNAN COS INC
640.88%
Shares32.8K
Event2026-03-31
Filed2026-04-27
ROST
ROSS STORES INC
459.50%
Shares26.1K
Event2026-03-31
Filed2026-04-27
WELL
WELLTOWER INC
1810.43%
Shares28.2K
Event2026-03-31
Filed2026-04-27
NET
CLOUDFLARE INC
2074.86%
Shares27.0K
Event2026-03-31
Filed2026-04-27
RCL
ROYAL CARIBBEAN GROUP
28.27%
Shares19.6K
Event2026-03-31
Filed2026-04-27
HWM
HOWMET AEROSPACE INC
666.51%
Shares23.5K
Event2026-03-31
Filed2026-04-27
FOLD
AMICUS THERAPEUTIC
-0.10%
Shares367.2K
Event2026-03-31
Filed2026-04-27
BALT
INNOVATOR ETFS TRUST
New
Shares157.4K
Event2026-03-31
Filed2026-04-27
ADP
AUTOMATIC DATA PROCESSING IN
35.51%
Shares25.5K
Event2026-03-31
Filed2026-04-27
EWJ
ISHARES INC
18.85%
Shares61.5K
Event2026-03-31
Filed2026-04-27
UBER
UBER TECHNOLOGIES INC
63.76%
Shares72.2K
Event2026-03-31
Filed2026-04-27
EIPX
FIRST TR EXCHANGE-TRADED FD
New
Shares161.1K
Event2026-03-31
Filed2026-04-27
ISHARES GOLD TR
ISHARES GOLD TR
7.86%
Shares58.7K
Event2026-03-31
Filed2026-04-27
JCI
JOHNSON CONTROLS INTERNATION
774.43%
Shares39.1K
Event2026-03-31
Filed2026-04-27
ABT
ABBOTT LABORATORIES
81.01%
Shares49.2K
Event2026-03-31
Filed2026-04-27
TMUS
T-MOBILE US INC
397.37%
Shares24.1K
Event2026-03-31
Filed2026-04-27
BSX
BOSTON SCIENTIFIC CORP
429.77%
Shares80.0K
Event2026-03-31
Filed2026-04-27
IUSG
ISHARES TR
New
Shares32.0K
Event2026-03-31
Filed2026-04-27
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
59.91%
Shares14.4K
Event2026-03-31
Filed2026-04-27
ETR
ENTERGY CORP NEW
515.16%
Shares43.7K
Event2026-03-31
Filed2026-04-27
AMAT
APPLIED MATLS INC
114.15%
Shares14.2K
Event2026-03-31
Filed2026-04-27
XLV
SELECT SECTOR SPDR TR
658.17%
Shares33.1K
Event2026-03-31
Filed2026-04-27
DFH
DREAM FINDERS HOMES INC
New
Shares344.8K
Event2026-03-31
Filed2026-04-27
CMI
CUMMINS INC
638.08%
Shares8.8K
Event2026-03-31
Filed2026-04-27
BAI
BLACKROCK ETF TRUST
121.47%
Shares143.7K
Event2026-03-31
Filed2026-04-27
CRM
SALESFORCE INC
109.50%
Shares25.3K
Event2026-03-31
Filed2026-04-27
CAT
CATERPILLAR INC
71.14%
Shares6.6K
Event2026-03-31
Filed2026-04-27
NBIS
NEBIUS GROUP N.V.
1521.03%
Shares44.5K
Event2026-03-31
Filed2026-04-27
NXPI
NXP SEMICONDUCTORS N V
New
Shares23.5K
Event2026-03-31
Filed2026-04-27
CENCORA INC
CENCORA INC
397.15%
Shares14.6K
Event2026-03-31
Filed2026-04-27
SIL
GLOBAL X FDS
New
Shares51.0K
Event2026-03-31
Filed2026-04-27
DGRO
ISHARES TR
1485.14%
Shares65.3K
Event2026-03-31
Filed2026-04-27
AMD
ADVANCED MICRO DEVICES INC
166.95%
Shares22.3K
Event2026-03-31
Filed2026-04-27
UNH
UNITEDHEALTH GROUP INC
65.49%
Shares16.7K
Event2026-03-31
Filed2026-04-27
MMM
3M CO
169.32%
Shares30.7K
Event2026-03-31
Filed2026-04-27
OWL
BLUE OWL CAPITAL INC
8.04%
Shares488.0K
Event2026-03-31
Filed2026-04-27
ARKK
ARK ETF TR
New
Shares64.2K
Event2026-03-31
Filed2026-04-27
BK
BANK NEW YORK MELLON CORP
466.68%
Shares36.4K
Event2026-03-31
Filed2026-04-27
APP
APPLOVIN CORP
328.74%
Shares10.7K
Event2026-03-31
Filed2026-04-27
DBND
DOUBLELINE ETF TRUST
13.54%
Shares93.0K
Event2026-03-31
Filed2026-04-27
TGT
TARGET CORP
774.46%
Shares35.1K
Event2026-03-31
Filed2026-04-27
PLTR
PALANTIR TECHNOLOGIES INC
384.55%
Shares28.8K
Event2026-03-31
Filed2026-04-27
VB
VANGUARD INDEX FDS
69.44%
Shares15.9K
Event2026-03-31
Filed2026-04-27
NKE
NIKE INC
564.94%
Shares78.2K
Event2026-03-31
Filed2026-04-27
THRO
BLACKROCK ETF TRUST
150.63%
Shares114.0K
Event2026-03-31
Filed2026-04-27
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
309.55%
Shares20.8K
Event2026-03-31
Filed2026-04-27
BCI
ABRDN ETFS
17.39%
Shares168.9K
Event2026-03-31
Filed2026-04-27
PZA
INVESCO EXCH TRADED FD TR II
211.35%
Shares178.5K
Event2026-03-31
Filed2026-04-27
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
783.84%
Shares10.4K
Event2026-03-31
Filed2026-04-27
XEL
XCEL ENERGY INC
54.42%
Shares51.0K
Event2026-03-31
Filed2026-04-27
ALL
ALLSTATE CORP
130.94%
Shares19.3K
Event2026-03-31
Filed2026-04-27
KLAC
KLA CORP
120.21%
Shares2.7K
Event2026-03-31
Filed2026-04-27
PGR
PROGRESSIVE CORP
660.66%
Shares20.1K
Event2026-03-31
Filed2026-04-27
IUSV
ISHARES TR
New
Shares39.0K
Event2026-03-31
Filed2026-04-27
EMLC
VANECK ETF TRUST
7.37%
Shares158.2K
Event2026-03-31
Filed2026-04-27
TLH
ISHARES TR
-3.99%
Shares39.3K
Event2026-03-31
Filed2026-04-27
SE
SEA LTD
2338.80%
Shares47.3K
Event2026-03-31
Filed2026-04-27
SCHW
SCHWAB CHARLES CORP
206.49%
Shares41.4K
Event2026-03-31
Filed2026-04-27
PLD
PROLOGIS INC.
144.36%
Shares29.3K
Event2026-03-31
Filed2026-04-27
SPGI
S&P GLOBAL INC
675.19%
Shares9.1K
Event2026-03-31
Filed2026-04-27
INTC
INTEL CORP
38.75%
Shares87.6K
Event2026-03-31
Filed2026-04-27
ALPS ETF TR
ALPS ETF TR
9.51%
Shares72.6K
Event2026-03-31
Filed2026-04-27
FPE
FIRST TR EXCH TRADED FD III
2.84%
Shares213.2K
Event2026-03-31
Filed2026-04-27
ISRG
INTUITIVE SURGICAL INC
184.13%
Shares8.2K
Event2026-03-31
Filed2026-04-27
VONV
VANGUARD SCOTTSDALE FDS
New
Shares40.2K
Event2026-03-31
Filed2026-04-27
AMP
AMERIPRISE FINL INC
50.45%
Shares8.4K
Event2026-03-31
Filed2026-04-27
BA
BOEING CO
58.34%
Shares18.7K
Event2026-03-31
Filed2026-04-27
SBUX
STARBUCKS CORP
109.03%
Shares41.2K
Event2026-03-31
Filed2026-04-27
BTI
BRITISH AMERN TOB PLC
90.87%
Shares61.9K
Event2026-03-31
Filed2026-04-27
CME
CME GROUP INC
728.07%
Shares12.3K
Event2026-03-31
Filed2026-04-27
UPS
UNITED PARCEL SVCS INC
926.43%
Shares36.7K
Event2026-03-31
Filed2026-04-27
LAM RESEARCH CORP
LAM RESEARCH CORP
30.39%
Shares16.7K
Event2026-03-31
Filed2026-04-27
SHEL
SHELL PLC
184.76%
Shares38.5K
Event2026-03-31
Filed2026-04-27
NVR
NVR INC
New
Shares541
Event2026-03-31
Filed2026-04-27
EXE
EXPAND ENERGY CORPORATION
750.08%
Shares32.5K
Event2026-03-31
Filed2026-04-27
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
69.46%
Shares18.6K
Event2026-03-31
Filed2026-04-27
EOI
EATON VANCE ENHANCED EQUITY
-0.71%
Shares188.2K
Event2026-03-31
Filed2026-04-27
TSN
TYSON FOODS INC
1073.59%
Shares55.1K
Event2026-03-31
Filed2026-04-27
DHI
D R HORTON INC
88.04%
Shares25.7K
Event2026-03-31
Filed2026-04-27
GILD
GILEAD SCIENCES INC
368.07%
Shares25.1K
Event2026-03-31
Filed2026-04-27
IHDG
WISDOMTREE TR
New
Shares72.7K
Event2026-03-31
Filed2026-04-27
HLT
HILTON WORLDWIDE HLDGS INC
348.24%
Shares11.5K
Event2026-03-31
Filed2026-04-27
DELL
DELL TECHNOLOGIES INC
389.08%
Shares21.2K
Event2026-03-31
Filed2026-04-27
AON PLC
AON PLC
495.78%
Shares10.7K
Event2026-03-31
Filed2026-04-27
AEP
AMERICAN ELEC PWR CO INC
3.89%
Shares26.1K
Event2026-03-31
Filed2026-04-27
VST
VISTRA CORP
New
Shares22.7K
Event2026-03-31
Filed2026-04-27
GEN DIGITAL INC
GEN DIGITAL INC
New
Shares181.3K
Event2026-03-31
Filed2026-04-27
XLU
SELECT SECTOR SPDR TR
75.34%
Shares74.1K
Event2026-03-31
Filed2026-04-27
OBDC
BLUE OWL CAPITAL CORPORATION
-35.07%
Shares294.0K
Event2026-03-31
Filed2026-04-27
CRH PLC
CRH PLC
1023.80%
Shares31.8K
Event2026-03-31
Filed2026-04-27
GCOR
GOLDMAN SACHS ETF TR
29.83%
Shares80.3K
Event2026-03-31
Filed2026-04-27
RWL
INVESCO EXCH TRADED FD TR II
-1.74%
Shares28.9K
Event2026-03-31
Filed2026-04-27
NSC
NORFOLK SOUTHN CORP
449.29%
Shares11.5K
Event2026-03-31
Filed2026-04-27
GM
GENERAL MTRS CO
-1.96%
Shares44.4K
Event2026-03-31
Filed2026-04-27
FSK
FS KKR CAP CORP
1.60%
Shares303.0K
Event2026-03-31
Filed2026-04-27
NTAP
NETAPP INC
New
Shares31.6K
Event2026-03-31
Filed2026-04-27
MSI
MOTOROLA SOLUTIONS INC
623.43%
Shares7.4K
Event2026-03-31
Filed2026-04-27
FVD
FIRST TR EXCHANGE-TRADED FD
-4.19%
Shares68.1K
Event2026-03-31
Filed2026-04-27
WM
WASTE MGMT INC DEL
269.32%
Shares13.9K
Event2026-03-31
Filed2026-04-27
CRWD
CROWDSTRIKE HLDGS INC
377.25%
Shares8.1K
Event2026-03-31
Filed2026-04-27
PFF
ISHARES TR
60.20%
Shares104.3K
Event2026-03-31
Filed2026-04-27
IDEF
BLACKROCK ETF TRUST
New
Shares96.5K
Event2026-03-31
Filed2026-04-27
XLG
INVESCO EXCHANGE TRADED FD T
1.24%
Shares57.8K
Event2026-03-31
Filed2026-04-27
FERGUSON ENTERPRISES INC
FERGUSON ENTERPRISES INC
394.50%
Shares13.5K
Event2026-03-31
Filed2026-04-27
EMR
EMERSON ELEC CO
540.76%
Shares23.8K
Event2026-03-31
Filed2026-04-27
FTAI AVIATION LTD
FTAI AVIATION LTD
-0.68%
Shares12.6K
Event2026-03-31
Filed2026-04-27
PYLD
PIMCO ETF TR
14.88%
Shares117.7K
Event2026-03-31
Filed2026-04-27
MCK
MCKESSON CORP
236.81%
Shares3.5K
Event2026-03-31
Filed2026-04-27
ITOT
ISHARES TR
New
Shares21.4K
Event2026-03-31
Filed2026-04-27
HTGC
HERCULES CAPITAL INC
New
Shares206.3K
Event2026-03-31
Filed2026-04-27
CSX
CSX CORP
206.38%
Shares73.9K
Event2026-03-31
Filed2026-04-27
BLCR
BLACKROCK ETF TRUST
New
Shares73.9K
Event2026-03-31
Filed2026-04-27
DE
DEERE & CO
173.78%
Shares5.3K
Event2026-03-31
Filed2026-04-27
FTCS
FIRST TR EXCHANGE-TRADED FD
-3.98%
Shares32.4K
Event2026-03-31
Filed2026-04-27
PPG
PPG INDS INC
New
Shares27.7K
Event2026-03-31
Filed2026-04-27
FEOE
RBB FUND TRUST
New
Shares58.6K
Event2026-03-31
Filed2026-04-27
AFL
AFLAC INC
83.32%
Shares26.9K
Event2026-03-31
Filed2026-04-27
EG
EVEREST GROUP LTD
898.01%
Shares9.0K
Event2026-03-31
Filed2026-04-27
JAAA
JANUS DETROIT STR TR
10.86%
Shares58.3K
Event2026-03-31
Filed2026-04-27
ING
ING GROEP N.V.
179.28%
Shares112.7K
Event2026-03-31
Filed2026-04-27
MO
ALTRIA GROUP INC
63.36%
Shares43.8K
Event2026-03-31
Filed2026-04-27
BGB
BLACKSTONE STRATEGIC CRED 20
3.64%
Shares262.6K
Event2026-03-31
Filed2026-04-27
CANADIAN PACIFIC KANSAS CITY
CANADIAN PACIFIC KANSAS CITY
113.00%
Shares37.2K
Event2026-03-31
Filed2026-04-27
VBK
VANGUARD INDEX FDS
1031.80%
Shares9.6K
Event2026-03-31
Filed2026-04-27
SHW
SHERWIN WILLIAMS CO
97.39%
Shares9.1K
Event2026-03-31
Filed2026-04-27
ARISTA NETWORKS INC
ARISTA NETWORKS INC
261.60%
Shares23.6K
Event2026-03-31
Filed2026-04-27
MLM
MARTIN MARIETTA MATLS INC
219.13%
Shares4.9K
Event2026-03-31
Filed2026-04-27
TIP
ISHARES TR
85.21%
Shares25.9K
Event2026-03-31
Filed2026-04-27
BBY
BEST BUY INC
New
Shares44.4K
Event2026-03-31
Filed2026-04-27
GIGB
GOLDMAN SACHS ETF TR
60.19%
Shares61.9K
Event2026-03-31
Filed2026-04-27
ODFL
OLD DOMINION FREIGHT LINE IN
142.51%
Shares14.5K
Event2026-03-31
Filed2026-04-27
XLP
SELECT SECTOR SPDR TR
106.24%
Shares34.4K
Event2026-03-31
Filed2026-04-27
BKNG
BOOKING HOLDINGS INC
368.53%
Shares670
Event2026-03-31
Filed2026-04-27
SRLN
SSGA ACTIVE ETF TR
14.04%
Shares70.2K
Event2026-03-31
Filed2026-04-27
MELI
MERCADOLIBRE INC
508.99%
Shares1.6K
Event2026-03-31
Filed2026-04-27
RJF
RAYMOND JAMES FINL INC
44.26%
Shares19.2K
Event2026-03-31
Filed2026-04-27
SBAC
SBA COMMUNICATIONS CORP
New
Shares16.2K
Event2026-03-31
Filed2026-04-27
SAP
SAP SE
349.65%
Shares16.2K
Event2026-03-31
Filed2026-04-27
FND
FLOOR & DECOR HLDGS INC
New
Shares54.4K
Event2026-03-31
Filed2026-04-27
TFC
TRUIST FINL CORP
93.19%
Shares59.6K
Event2026-03-31
Filed2026-04-27
KORP
AMERICAN CENTY ETF TR
New
Shares58.6K
Event2026-03-31
Filed2026-04-27
VGIT
VANGUARD SCOTTSDALE FDS
563.28%
Shares45.8K
Event2026-03-31
Filed2026-04-27
PSX
PHILLIPS 66
40.08%
Shares14.8K
Event2026-03-31
Filed2026-04-27
EMB
ISHARES TR
9.77%
Shares28.6K
Event2026-03-31
Filed2026-04-27
IBIT
ISHARES BITCOIN TRUST ETF
882.67%
Shares69.3K
Event2026-03-31
Filed2026-04-27
DKS
DICKS SPORTING GOODS INC
New
Shares13.3K
Event2026-03-31
Filed2026-04-27
BXSL
BLACKSTONE SECD LENDING FD
-2.10%
Shares107.9K
Event2026-03-31
Filed2026-04-27
SPYX
SPDR SERIES TRUST
New
Shares49.6K
Event2026-03-31
Filed2026-04-27
YOU
CLEAR SECURE INC
1.50%
Shares54.3K
Event2026-03-31
Filed2026-04-27
TAK
TAKEDA PHARMACEUTICAL CO LTD
376.27%
Shares141.9K
Event2026-03-31
Filed2026-04-27
GOLDMAN SACHS ETF TR
GOLDMAN SACHS ETF TR
46.72%
Shares51.8K
Event2026-03-31
Filed2026-04-27
MUB
ISHARES TR
90.05%
Shares24.7K
Event2026-03-31
Filed2026-04-27
UHS
UNIVERSAL HLTH SVCS INC
New
Shares14.6K
Event2026-03-31
Filed2026-04-27
TOTALENERGIES SE
TOTALENERGIES SE
105.56%
Shares28.5K
Event2026-03-31
Filed2026-04-27
XLB
SELECT SECTOR SPDR TR
22.72%
Shares51.9K
Event2026-03-31
Filed2026-04-27
IXC
ISHARES TR
16.11%
Shares45.0K
Event2026-03-31
Filed2026-04-27
INTU
INTUIT
80.90%
Shares6.0K
Event2026-03-31
Filed2026-04-27
URI
UNITED RENTALS INC
520.39%
Shares3.5K
Event2026-03-31
Filed2026-04-27
GSIE
GOLDMAN SACHS ETF TR
57.00%
Shares58.5K
Event2026-03-31
Filed2026-04-27
SHOP
SHOPIFY INC
156.19%
Shares21.0K
Event2026-03-31
Filed2026-04-27
GBIL
GOLDMAN SACHS ETF TR
15.94%
Shares24.7K
Event2026-03-31
Filed2026-04-27
VONG
VANGUARD SCOTTSDALE FDS
New
Shares22.5K
Event2026-03-31
Filed2026-04-27
FDX
FEDEX CORP
103.33%
Shares6.9K
Event2026-03-31
Filed2026-04-27
CNQ
CANADIAN NAT RES LTD MED TER
252.96%
Shares50.1K
Event2026-03-31
Filed2026-04-27
GOF
GUGGENHEIM STRATEGIC OPPORTU
-11.29%
Shares219.5K
Event2026-03-31
Filed2026-04-27
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
16.35%
Shares11.5K
Event2026-03-31
Filed2026-04-27
MDLZ
MONDELEZ INTL INC
77.66%
Shares41.5K
Event2026-03-31
Filed2026-04-27
TXN
TEXAS INSTRS INC
27.82%
Shares12.2K
Event2026-03-31
Filed2026-04-27
NOC
NORTHROP GRUMMAN CORP
358.79%
Shares3.4K
Event2026-03-31
Filed2026-04-27
UNILEVER PLC
UNILEVER PLC
219.53%
Shares40.7K
Event2026-03-31
Filed2026-04-27
GTIP
GOLDMAN SACHS ETF TR
62.84%
Shares46.4K
Event2026-03-31
Filed2026-04-27
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
130.74%
Shares17.5K
Event2026-03-31
Filed2026-04-27
PULS
PGIM ETF TR
New
Shares45.8K
Event2026-03-31
Filed2026-04-27
LMT
LOCKHEED MARTIN CORP
271.47%
Shares3.7K
Event2026-03-31
Filed2026-04-27
QXO
QXO INC
New
Shares114.0K
Event2026-03-31
Filed2026-04-27
ADC
AGREE RLTY CORP
2.31%
Shares29.1K
Event2026-03-31
Filed2026-04-27
MPC
MARATHON PETE CORP
218.02%
Shares8.9K
Event2026-03-31
Filed2026-04-27
ET
ENERGY TRANSFER L P
22.87%
Shares112.8K
Event2026-03-31
Filed2026-04-27
TT
TRANE TECHNOLOGIES PLC
56.68%
Shares5.2K
Event2026-03-31
Filed2026-04-27
SCHD
SCHWAB STRATEGIC TR
-9.31%
Shares70.4K
Event2026-03-31
Filed2026-04-27
BP
BP PLC
New
Shares45.8K
Event2026-03-31
Filed2026-04-27
NTLA
INTELLIA THERAPEUTICS INC
93.83%
Shares167.8K
Event2026-03-31
Filed2026-04-27
AYI
ACUITY INC
New
Shares7.7K
Event2026-03-31
Filed2026-04-27
DHR
DANAHER CORP DEL
36.63%
Shares11.2K
Event2026-03-31
Filed2026-04-27
FTEC
FIDELITY COVINGTON TRUST
-51.43%
Shares10.2K
Event2026-03-31
Filed2026-04-27
ROK
ROCKWELL AUTOMATION INC
119.91%
Shares5.9K
Event2026-03-31
Filed2026-04-27
CTRA
COTERRA ENERGY INC
39.59%
Shares60.2K
Event2026-03-31
Filed2026-04-27
OKE
ONEOK INC NEW
7.45%
Shares23.2K
Event2026-03-31
Filed2026-04-27
ORLY
OREILLY AUTOMOTIVE INC
92.95%
Shares22.7K
Event2026-03-31
Filed2026-04-27
SOUTHSTATE BK CORP
SOUTHSTATE BK CORP
2.87%
Shares22.6K
Event2026-03-31
Filed2026-04-27
MUNI
PIMCO ETF TR
10.34%
Shares40.0K
Event2026-03-31
Filed2026-04-27
EOG
EOG RES INC
110.02%
Shares14.4K
Event2026-03-31
Filed2026-04-27
SHY
ISHARES TR
47.73%
Shares25.2K
Event2026-03-31
Filed2026-04-27
LHX
L3HARRIS TECHNOLOGIES INC
403.95%
Shares6.0K
Event2026-03-31
Filed2026-04-27
AEIS
ADVANCED ENERGY INDS
29.66%
Shares6.4K
Event2026-03-31
Filed2026-04-27
ERIC
TELEFONAKTIEBOLAGET LM ERICS
186.60%
Shares182.0K
Event2026-03-31
Filed2026-04-27
KEYS
KEYSIGHT TECHNOLOGIES INC
91.92%
Shares7.2K
Event2026-03-31
Filed2026-04-27
ARM
ARM HOLDINGS PLC
8.29%
Shares13.4K
Event2026-03-31
Filed2026-04-27
BAR
GRANITESHARES GOLD TR
3.69%
Shares44.1K
Event2026-03-31
Filed2026-04-27
IAGG
ISHARES TR
148.34%
Shares40.5K
Event2026-03-31
Filed2026-04-27
L
LOEWS CORP
6.43%
Shares18.8K
Event2026-03-31
Filed2026-04-27
MDY
STATE STR SPDR S&P MIDCAP 40
721.63%
Shares3.2K
Event2026-03-31
Filed2026-04-27
BCS
BARCLAYS PLC
434.63%
Shares93.3K
Event2026-03-31
Filed2026-04-27
BIP
BROOKFIELD INFRASTRUCTURE PA
3.80%
Shares54.1K
Event2026-03-31
Filed2026-04-27
USFD
US FOODS HLDG CORP
350.63%
Shares21.0K
Event2026-03-31
Filed2026-04-27
PAG
PENSKE AUTOMOTIVE GRP INC
0.03%
Shares12.9K
Event2026-03-31
Filed2026-04-27
GGUS
GOLDMAN SACHS ETF TR
34.70%
Shares33.3K
Event2026-03-31
Filed2026-04-27
DLR
DIGITAL RLTY TR INC
618.57%
Shares10.7K
Event2026-03-31
Filed2026-04-27
VXUS
VANGUARD STAR FDS
426.53%
Shares24.9K
Event2026-03-31
Filed2026-04-27
FMB
FIRST TR EXCH TRADED FD III
23.90%
Shares37.9K
Event2026-03-31
Filed2026-04-27
SSUS
STRATEGY SHS
-11.03%
Shares40.9K
Event2026-03-31
Filed2026-04-27
AEM
AGNICO EAGLE MINES LTD
New
Shares9.4K
Event2026-03-31
Filed2026-04-27
FLEX
FLEXTRONICS INTL LTD
520.15%
Shares28.6K
Event2026-03-31
Filed2026-04-27
SPG
SIMON PPTY GROUP INC NEW
381.88%
Shares10.0K
Event2026-03-31
Filed2026-04-27
AMT
AMERICAN TOWER CORP
56.33%
Shares10.8K
Event2026-03-31
Filed2026-04-27
LYG
LLOYDS BANKING GROUP PLC
359.98%
Shares365.1K
Event2026-03-31
Filed2026-04-27
CHRW
C H ROBINSON WORLDWIDE IN
168.52%
Shares11.0K
Event2026-03-31
Filed2026-04-27
CB
CHUBB LTD SWITZ
114.65%
Shares5.6K
Event2026-03-31
Filed2026-04-27
CEG
CONSTELLATION ENERGY CORP
77.81%
Shares6.6K
Event2026-03-31
Filed2026-04-27
DOW
DOW HLDGS INC
34.84%
Shares44.0K
Event2026-03-31
Filed2026-04-27
BLACKSTONE INC
BLACKSTONE INC
68.39%
Shares15.8K
Event2026-03-31
Filed2026-04-27
GSK PLC
GSK PLC
156.28%
Shares32.7K
Event2026-03-31
Filed2026-04-27
IBN
ICICI BANK LIMITED
321.23%
Shares69.4K
Event2026-03-31
Filed2026-04-27
ICE
INTERCONTINENTAL EXCHANGE IN
194.27%
Shares11.4K
Event2026-03-31
Filed2026-04-27
FMHI
FIRST TR EXCH TRADED FD III
36.55%
Shares37.3K
Event2026-03-31
Filed2026-04-27
LPLA
LPL FINL HLDGS INC
69.18%
Shares5.9K
Event2026-03-31
Filed2026-04-27
PWR
QUANTA SVCS INC
134.21%
Shares3.2K
Event2026-03-31
Filed2026-04-27
TRV
TRAVELERS COMPANIES INC
27.02%
Shares6.0K
Event2026-03-31
Filed2026-04-27
PEG
PUBLIC SVC ENTERPRISE GROUP
135.15%
Shares21.7K
Event2026-03-31
Filed2026-04-27
CTAS
CINTAS CORP
798.61%
Shares10.4K
Event2026-03-31
Filed2026-04-27
FSMB
FIRST TR EXCH TRADED FD III
28.45%
Shares87.8K
Event2026-03-31
Filed2026-04-27
O
REALTY INCOME CORP
142.83%
Shares28.4K
Event2026-03-31
Filed2026-04-27
FCX
FREEPORT MCMORAN INC
226.34%
Shares29.4K
Event2026-03-31
Filed2026-04-27
SNY
SANOFI SA
517.39%
Shares35.7K
Event2026-03-31
Filed2026-04-27
FAST
FASTENAL CO
New
Shares36.6K
Event2026-03-31
Filed2026-04-27
FANG
DIAMONDBACK ENERGY INC
New
Shares8.5K
Event2026-03-31
Filed2026-04-27
PDX
PIMCO DYNAMIC INCOME STRATEG
0.39%
Shares75.8K
Event2026-03-31
Filed2026-04-27
KGC
KINROSS GOLD CORP
362.84%
Shares55.1K
Event2026-03-31
Filed2026-04-27
ACGL
ARCH CAP GROUP LTD
New
Shares17.4K
Event2026-03-31
Filed2026-04-27
VYMI
VANGUARD WHITEHALL FDS
New
Shares17.7K
Event2026-03-31
Filed2026-04-27
VGSH
VANGUARD SCOTTSDALE FDS
329.13%
Shares28.3K
Event2026-03-31
Filed2026-04-27
NEAR
ISHARES U S ETF TR
New
Shares32.5K
Event2026-03-31
Filed2026-04-27
AEE
AMEREN CORP
21.71%
Shares15.0K
Event2026-03-31
Filed2026-04-27
BINC
BLACKROCK ETF TRUST II
340.38%
Shares31.6K
Event2026-03-31
Filed2026-04-27
CLOI
VANECK ETF TRUST
13.54%
Shares31.1K
Event2026-03-31
Filed2026-04-27
DAL
DELTA AIR LINES INC
34.86%
Shares24.6K
Event2026-03-31
Filed2026-04-27
NU
NU HLDGS LTD
461.94%
Shares112.3K
Event2026-03-31
Filed2026-04-27
TRGP
TARGA RES CORP
49.06%
Shares6.4K
Event2026-03-31
Filed2026-04-27
SMMU
PIMCO ETF TR
28.42%
Shares31.6K
Event2026-03-31
Filed2026-04-27
FTSM
FIRST TR EXCHANGE-TRADED FD
194.10%
Shares26.6K
Event2026-03-31
Filed2026-04-27
VRT
VERTIV HOLDINGS CO
-11.41%
Shares6.3K
Event2026-03-31
Filed2026-04-27
RIO
RIO TINTO PLC
222.04%
Shares16.9K
Event2026-03-31
Filed2026-04-27
USB
US BANCORP
130.84%
Shares30.3K
Event2026-03-31
Filed2026-04-27
USMV
ISHARES TR
-34.32%
Shares17.0K
Event2026-03-31
Filed2026-04-27
IJS
ISHARES TR
New
Shares13.2K
Event2026-03-31
Filed2026-04-27
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
98.17%
Shares15.8K
Event2026-03-31
Filed2026-04-27
SYK
STRYKER CORPORATION
37.10%
Shares4.7K
Event2026-03-31
Filed2026-04-27
F
FORD MTR CO
24.99%
Shares134.9K
Event2026-03-31
Filed2026-04-27
FITB
FIFTH THIRD BANCORP
393.36%
Shares33.1K
Event2026-03-31
Filed2026-04-27
JBL
JABIL INC
5.07%
Shares5.8K
Event2026-03-31
Filed2026-04-27
SRE
SEMPRA
-18.50%
Shares15.8K
Event2026-03-31
Filed2026-04-27
VWO
VANGUARD INTL EQUITY INDEX F
309.53%
Shares28.4K
Event2026-03-31
Filed2026-04-27
CNP
CENTERPOINT ENERGY INC
249.81%
Shares35.4K
Event2026-03-31
Filed2026-04-27
CW
CURTISS WRIGHT CORP
114.01%
Shares2.2K
Event2026-03-31
Filed2026-04-27
SMFG
SUMITOMO MITSUI FIN GRP INC
New
Shares76.7K
Event2026-03-31
Filed2026-04-27
VCSH
VANGUARD SCOTTSDALE FDS
48.23%
Shares19.0K
Event2026-03-31
Filed2026-04-27
DHIL
DIAMOND HILL INVT GROUP INC
New
Shares8.7K
Event2026-03-31
Filed2026-04-27
WCN
WASTE CONNECTIONS INC
179.99%
Shares9.2K
Event2026-03-31
Filed2026-04-27
VTEB
VANGUARD MUN BD FDS
-17.37%
Shares29.8K
Event2026-03-31
Filed2026-04-27
NOW
SERVICENOW INC
106.40%
Shares14.2K
Event2026-03-31
Filed2026-04-27
PNC
PNC FINL SVCS GROUP INC
17.46%
Shares7.1K
Event2026-03-31
Filed2026-04-27
BILS
SPDR SERIES TRUST
New
Shares14.8K
Event2026-03-31
Filed2026-04-27
MCHP
MICROCHIP TECHNOLOGY INC.
New
Shares22.8K
Event2026-03-31
Filed2026-04-27
ITA
ISHARES TR
11.95%
Shares6.7K
Event2026-03-31
Filed2026-04-27
CARR
CARRIER GLOBAL CORPORATION
40.25%
Shares25.9K
Event2026-03-31
Filed2026-04-27
AWK
AMERICAN WTR WKS CO INC NEW
277.11%
Shares10.6K
Event2026-03-31
Filed2026-04-27
TLN
TALEN ENERGY CORP
680.07%
Shares4.5K
Event2026-03-31
Filed2026-04-27
ARCC
ARES CAPITAL CORP
0.10%
Shares79.7K
Event2026-03-31
Filed2026-04-27
MTB
M & T BK CORP
10.85%
Shares6.9K
Event2026-03-31
Filed2026-04-27
IBB
ISHARES TR
36.03%
Shares8.5K
Event2026-03-31
Filed2026-04-27
CCEP
COCA-COLA EUROPACIFIC PARTNE
111.08%
Shares15.7K
Event2026-03-31
Filed2026-04-27
RELX
RELX PLC
711.64%
Shares42.1K
Event2026-03-31
Filed2026-04-27
XHB
SPDR SERIES TRUST
8.14%
Shares13.9K
Event2026-03-31
Filed2026-04-27
VERSANT MEDIA GROUP INC
VERSANT MEDIA GROUP INC
New
Shares36.5K
Event2026-03-31
Filed2026-04-27
DTE
DTE ENERGY CO
-7.25%
Shares9.1K
Event2026-03-31
Filed2026-04-27
VNQ
VANGUARD INDEX FDS
0.57%
Shares15.1K
Event2026-03-31
Filed2026-04-27
LYV
LIVE NATION ENTERTAINMENT IN
New
Shares8.8K
Event2026-03-31
Filed2026-04-27
TEVA
TEVA PHARMACEUTICAL INDS LTD
New
Shares44.2K
Event2026-03-31
Filed2026-04-27
TRP
TC ENERGY CORP
178.82%
Shares21.2K
Event2026-03-31
Filed2026-04-27
PPL
PPL CORP
158.89%
Shares34.7K
Event2026-03-31
Filed2026-04-27
IYW
ISHARES TR
New
Shares7.3K
Event2026-03-31
Filed2026-04-27
CVS
CVS HEALTH CORP
3.32%
Shares18.4K
Event2026-03-31
Filed2026-04-27
NTRA
NATERA INC
New
Shares6.5K
Event2026-03-31
Filed2026-04-27
SMIG
ETF SER SOLUTIONS
4.44%
Shares44.1K
Event2026-03-31
Filed2026-04-27
ECL
ECOLAB INC
180.35%
Shares4.8K
Event2026-03-31
Filed2026-04-27
ZTS
ZOETIS INC
256.38%
Shares10.9K
Event2026-03-31
Filed2026-04-27
FE
FIRSTENERGY CORP
New
Shares25.3K
Event2026-03-31
Filed2026-04-27
DWX
SPDR INDEX SHS FDS
New
Shares28.0K
Event2026-03-31
Filed2026-04-27
FNDF
SCHWAB STRATEGIC TR
New
Shares26.0K
Event2026-03-31
Filed2026-04-27
PAA
PLAINS ALL AMERN PIPELINE L
New
Shares56.8K
Event2026-03-31
Filed2026-04-27
JMST
J P MORGAN EXCHANGE TRADED F
23.11%
Shares24.9K
Event2026-03-31
Filed2026-04-27
DGX
QUEST DIAGNOSTICS INC
173.04%
Shares6.5K
Event2026-03-31
Filed2026-04-27
EQNR
EQUINOR ASA
New
Shares29.6K
Event2026-03-31
Filed2026-04-27
IBKR
INTERACTIVE BROKERS GROUP IN
57.55%
Shares18.6K
Event2026-03-31
Filed2026-04-27
YUM
YUM BRANDS INC
331.16%
Shares7.9K
Event2026-03-31
Filed2026-04-27
FTGC
FIRST TR EXCHANGE TRAD FD VI
-17.06%
Shares42.9K
Event2026-03-31
Filed2026-04-27
ACM
AECOM
73.53%
Shares14.5K
Event2026-03-31
Filed2026-04-27
OFG
OFG BANCORP
New
Shares30.0K
Event2026-03-31
Filed2026-04-27
E
ENI SPA
New
Shares21.5K
Event2026-03-31
Filed2026-04-27
ALAB
ASTERA LABS INC
New
Shares11.1K
Event2026-03-31
Filed2026-04-27
NEM
NEWMONT CORP
212.50%
Shares11.2K
Event2026-03-31
Filed2026-04-27
CWB
SPDR SERIES TRUST
-0.01%
Shares13.2K
Event2026-03-31
Filed2026-04-27
DPZ
DOMINOS PIZZA INC
234.26%
Shares3.4K
Event2026-03-31
Filed2026-04-27
GLW
CORNING INC
25.64%
Shares8.7K
Event2026-03-31
Filed2026-04-27
HYMB
SPDR SERIES TRUST
39.82%
Shares46.6K
Event2026-03-31
Filed2026-04-27
SCHB
SCHWAB STRATEGIC TR
339.43%
Shares45.0K
Event2026-03-31
Filed2026-04-27
SEACOAST BKG CORP FLA
SEACOAST BKG CORP FLA
0.19%
Shares37.2K
Event2026-03-31
Filed2026-04-27
VLO
VALERO ENERGY CORP
New
Shares4.6K
Event2026-03-31
Filed2026-04-27
TRMB
TRIMBLE INC
72.18%
Shares17.1K
Event2026-03-31
Filed2026-04-27
SYY
SYSCO CORP
390.81%
Shares15.5K
Event2026-03-31
Filed2026-04-27
CIEN
CIENA CORP
19.77%
Shares2.9K
Event2026-03-31
Filed2026-04-27
IWR
ISHARES TR
17.70%
Shares11.4K
Event2026-03-31
Filed2026-04-27
SCHG
SCHWAB STRATEGIC TR
422.88%
Shares37.8K
Event2026-03-31
Filed2026-04-27
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
233.44%
Shares24.0K
Event2026-03-31
Filed2026-04-27
TTAN
SERVICETITAN INC
288.48%
Shares17.3K
Event2026-03-31
Filed2026-04-27
HPE
HEWLETT PACKARD ENTERPRISE C
New
Shares45.5K
Event2026-03-31
Filed2026-04-27
FEGE
RBB FUND TRUST
New
Shares23.1K
Event2026-03-31
Filed2026-04-27
HBAN
HUNTINGTON BANCSHARES INC
360.61%
Shares68.9K
Event2026-03-31
Filed2026-04-27
NDSN
NORDSON CORP
65.40%
Shares4.1K
Event2026-03-31
Filed2026-04-27
TPL
TEXAS PACIFIC LAND CORPORATI
-24.94%
Shares2.3K
Event2026-03-31
Filed2026-04-27
CDNS
CADENCE DESIGN SYSTEM INC
-1.66%
Shares3.8K
Event2026-03-31
Filed2026-04-27
KDP
KEURIG DR PEPPER INC
New
Shares39.8K
Event2026-03-31
Filed2026-04-27
HAL
HALLIBURTON CO
17.23%
Shares26.8K
Event2026-03-31
Filed2026-04-27
MET
METLIFE INC
72.96%
Shares14.8K
Event2026-03-31
Filed2026-04-27
ICF
ISHARES TR
New
Shares16.8K
Event2026-03-31
Filed2026-04-27

Call Option Holdings
META Call
META PLATFORMS INC
New
Shares59.3K
Event2026-03-31
Filed2026-04-27
NFLX Call
NETFLIX INC.
New
Shares123.9K
Event2026-03-31
Filed2026-04-27
IWM Call
ISHARES TR
New
Shares35.3K
Event2026-03-31
Filed2026-04-27
PODD Call
INSULET CORP
New
Shares1.5K
Event2026-03-31
Filed2026-04-27
INVESCO QQQ TR Call
INVESCO QQQ TR
New
Shares500
Event2026-03-31
Filed2026-04-27

Put Option Holdings
SPY Put
STATE STR SPDR S&P 500 ETF T
New
Shares83.2K
Event2026-03-31
Filed2026-04-27
INVESCO QQQ TR Put
INVESCO QQQ TR
New
Shares5.0K
Event2026-03-31
Filed2026-04-27
ELEVATION POINT WEALTH PARTNERS, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo