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


Currently, ELEVATION WEALTH PARTNERS, LLC holds 1076 types of securities in its portfolio with a total value $279.1M. In the most recent quarter, they have increased their positions in IUSB (+20.1K shares, valued at $927.2K), N/A (+678 shares, valued at $391.3K), TOST (+13.2K shares, valued at $348.8K); decreased their positions in AAPL (-2.3K shares, valued at $590.3K), TSLA (-1.5K shares, valued at $541.3K), SCHX (-16.5K shares, valued at $422.5K); initiated new positions in NBIS (+642 shares, valued at $66.6K), RAAX (+1.5K shares, valued at $61.6K), XME (+513 shares, valued at $55.4K).


1M P&L
+351.0K+0.12%
3M P&L
-26.4M-8.30%
HY P&L
-8.9M-2.95%

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/A214.0M
82.3%
2Consumer Electronics7.1M
2.7%
3Software - Infrastructure4.0M
1.5%

Top Industries by Stock Count

1N/A206 stocks
20.6%
2Software - Application35 stocks
3.5%
3Software - Infrastructure28 stocks
2.8%
Stock Holdings
IUSB
ISHARES TR
2.99%
Shares691.1K
Event2026-03-31
Filed2026-04-14
FNDX
SCHWAB STRATEGIC TR
0.50%
Shares741.2K
Event2026-03-31
Filed2026-04-14
IUSG
ISHARES TR
0.54%
Shares117.8K
Event2026-03-31
Filed2026-04-14
AVDE
AMERICAN CENTY ETF TR
-0.98%
Shares172.1K
Event2026-03-31
Filed2026-04-14
SCHX
SCHWAB STRATEGIC TR
-3.92%
Shares404.1K
Event2026-03-31
Filed2026-04-14
VO
VANGUARD INDEX FDS
-0.63%
Shares32.2K
Event2026-03-31
Filed2026-04-14
AVEM
AMERICAN CENTY ETF TR
2.77%
Shares106.1K
Event2026-03-31
Filed2026-04-14
AAPL
APPLE INC
-7.64%
Shares28.1K
Event2026-03-31
Filed2026-04-14
ALPHABET INC
ALPHABET INC
-0.44%
Shares22.4K
Event2026-03-31
Filed2026-04-14
IJR
ISHARES TR
0.01%
Shares49.0K
Event2026-03-31
Filed2026-04-14
DFSU
DIMENSIONAL ETF TRUST
0.25%
Shares144.1K
Event2026-03-31
Filed2026-04-14
SCHH
SCHWAB STRATEGIC TR
3.80%
Shares231.1K
Event2026-03-31
Filed2026-04-14
FTHI
FIRST TR EXCHANGE TRADED FD
3.07%
Shares206.2K
Event2026-03-31
Filed2026-04-14
AGG
ISHARES TR
-1.51%
Shares44.0K
Event2026-03-31
Filed2026-04-14
DFAU
DIMENSIONAL ETF TRUST
3.14%
Shares96.6K
Event2026-03-31
Filed2026-04-14
SCHD
SCHWAB STRATEGIC TR
3.84%
Shares136.6K
Event2026-03-31
Filed2026-04-14
ALPHABET INC
ALPHABET INC
-0.51%
Shares14.5K
Event2026-03-31
Filed2026-04-14
SPY
STATE STR SPDR S&P 500 ETF T
-0.32%
Shares6.2K
Event2026-03-31
Filed2026-04-14
ESGU
ISHARES TR
0.30%
Shares24.6K
Event2026-03-31
Filed2026-04-14
VEA
VANGUARD TAX-MANAGED FDS
0.61%
Shares53.5K
Event2026-03-31
Filed2026-04-14
NVDA
NVIDIA CORPORATION
3.96%
Shares18.3K
Event2026-03-31
Filed2026-04-14
AVUS
AMERICAN CENTY ETF TR
-2.85%
Shares28.3K
Event2026-03-31
Filed2026-04-14
IWF
ISHARES TR
-1.52%
Shares7.2K
Event2026-03-31
Filed2026-04-14
SCHB
SCHWAB STRATEGIC TR
0.01%
Shares117.8K
Event2026-03-31
Filed2026-04-14
BNDX
VANGUARD CHARLOTTE FDS
0.34%
Shares61.0K
Event2026-03-31
Filed2026-04-14
DFAT
DIMENSIONAL ETF TRUST
1.63%
Shares40.8K
Event2026-03-31
Filed2026-04-14
TSLA
TESLA INC
-18.14%
Shares6.6K
Event2026-03-31
Filed2026-04-14
MSFT
MICROSOFT CORP
1.39%
Shares6.4K
Event2026-03-31
Filed2026-04-14
VTI
VANGUARD INDEX FDS
-5.00%
Shares6.9K
Event2026-03-31
Filed2026-04-14
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
5.71%
Shares4.5K
Event2026-03-31
Filed2026-04-14
INVESCO QQQ TR
INVESCO QQQ TR
23.21%
Shares3.6K
Event2026-03-31
Filed2026-04-14
JHMM
JOHN HANCOCK EXCHANGE TRADED
-0.21%
Shares27.3K
Event2026-03-31
Filed2026-04-14
DFAS
DIMENSIONAL ETF TRUST
-4.55%
Shares25.6K
Event2026-03-31
Filed2026-04-14
ESGD
ISHARES TR
0.26%
Shares17.5K
Event2026-03-31
Filed2026-04-14
AMZN
AMAZON COM INC
5.32%
Shares7.5K
Event2026-03-31
Filed2026-04-14
FNDF
SCHWAB STRATEGIC TR
-3.91%
Shares31.4K
Event2026-03-31
Filed2026-04-14
IJS
ISHARES TR
0.17%
Shares12.1K
Event2026-03-31
Filed2026-04-14
SCHC
SCHWAB STRATEGIC TR
-13.14%
Shares26.8K
Event2026-03-31
Filed2026-04-14
AVLV
AMERICAN CENTY ETF TR
-1.02%
Shares15.5K
Event2026-03-31
Filed2026-04-14
VONG
VANGUARD SCOTTSDALE FDS
-0.06%
Shares11.2K
Event2026-03-31
Filed2026-04-14
SCHA
SCHWAB STRATEGIC TR
1.27%
Shares37.9K
Event2026-03-31
Filed2026-04-14
ABBV
ABBVIE INC
-6.56%
Shares5.0K
Event2026-03-31
Filed2026-04-14
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
34.39%
Shares5.5K
Event2026-03-31
Filed2026-04-14
SCHM
SCHWAB STRATEGIC TR
0.05%
Shares33.6K
Event2026-03-31
Filed2026-04-14
STRL
STERLING INFRASTRUCTURE INC
-4.49%
Shares2.3K
Event2026-03-31
Filed2026-04-14
JPM
JPMORGAN CHASE & CO
1.57%
Shares3.2K
Event2026-03-31
Filed2026-04-14
SCHK
SCHWAB STRATEGIC TR
0.00%
Shares30.3K
Event2026-03-31
Filed2026-04-14
ELS
EQUITY LIFESTYLE PROPERTIES
-3.72%
Shares14.9K
Event2026-03-31
Filed2026-04-14
MDY
STATE STR SPDR S&P MIDCAP 40
-4.67%
Shares1.4K
Event2026-03-31
Filed2026-04-14
SCHF
SCHWAB STRATEGIC TR
6.76%
Shares34.0K
Event2026-03-31
Filed2026-04-14
COST
COSTCO WHOLESALE CORPORATION
-4.73%
Shares805
Event2026-03-31
Filed2026-04-14
CVX
CHEVRON CORPORATION
0.67%
Shares3.7K
Event2026-03-31
Filed2026-04-14
DFAC
DIMENSIONAL ETF TRUST
0.25%
Shares19.5K
Event2026-03-31
Filed2026-04-14
IWN
ISHARES TR
0.13%
Shares3.9K
Event2026-03-31
Filed2026-04-14
EFA
ISHARES TR
-2.43%
Shares7.5K
Event2026-03-31
Filed2026-04-14
JNJ
JOHNSON & JOHNSON
-4.47%
Shares2.9K
Event2026-03-31
Filed2026-04-14
BROADCOM INC
BROADCOM INC
4.59%
Shares2.3K
Event2026-03-31
Filed2026-04-14
FICO
FAIR ISAAC CORP
21.66%
Shares629
Event2026-03-31
Filed2026-04-14
PSA
PUBLIC STORAGE OPER CO
0.62%
Shares2.5K
Event2026-03-31
Filed2026-04-14
IYR
ISHARES TR
0.00%
Shares6.8K
Event2026-03-31
Filed2026-04-14
FPEI
FIRST TR EXCH TRADED FD III
-31.42%
Shares33.3K
Event2026-03-31
Filed2026-04-14
IEFA
ISHARES TR
-1.36%
Shares6.8K
Event2026-03-31
Filed2026-04-14
MCD
MCDONALDS CORP
-7.38%
Shares2.0K
Event2026-03-31
Filed2026-04-14
ITOT
ISHARES TR
-1.65%
Shares4.2K
Event2026-03-31
Filed2026-04-14
KEYS
KEYSIGHT TECHNOLOGIES INC
0.38%
Shares2.1K
Event2026-03-31
Filed2026-04-14
VNQ
VANGUARD INDEX FDS
0.51%
Shares6.7K
Event2026-03-31
Filed2026-04-14
FNDB
SCHWAB STRATEGIC TR
0.06%
Shares21.1K
Event2026-03-31
Filed2026-04-14
EEM
ISHARES TR
0.00%
Shares9.8K
Event2026-03-31
Filed2026-04-14
PWR
QUANTA SVCS INC
0.10%
Shares989
Event2026-03-31
Filed2026-04-14
HPE
HEWLETT PACKARD ENTERPRISE C
-0.11%
Shares22.5K
Event2026-03-31
Filed2026-04-14
EATON CORP PLC
EATON CORP PLC
1.01%
Shares1.5K
Event2026-03-31
Filed2026-04-14
VB
VANGUARD INDEX FDS
0.05%
Shares2.0K
Event2026-03-31
Filed2026-04-14
ESGE
ISHARES INC
0.87%
Shares11.4K
Event2026-03-31
Filed2026-04-14
PLD
PROLOGIS INC.
0.16%
Shares3.9K
Event2026-03-31
Filed2026-04-14
META
META PLATFORMS INC
4.65%
Shares878
Event2026-03-31
Filed2026-04-14
LLY
ELI LILLY & CO
-3.37%
Shares544
Event2026-03-31
Filed2026-04-14
DFSI
DIMENSIONAL ETF TRUST
6.54%
Shares11.7K
Event2026-03-31
Filed2026-04-14
A
AGILENT TECHNOLOGIES INC
0.05%
Shares4.2K
Event2026-03-31
Filed2026-04-14
VOE
VANGUARD INDEX FDS
-3.41%
Shares2.5K
Event2026-03-31
Filed2026-04-14
KLAC
KLA CORP
0.33%
Shares302
Event2026-03-31
Filed2026-04-14
VBR
VANGUARD INDEX FDS
-1.50%
Shares2.0K
Event2026-03-31
Filed2026-04-14
AVUV
AMERICAN CENTY ETF TR
0.26%
Shares3.9K
Event2026-03-31
Filed2026-04-14
XOM
EXXON MOBIL CORP
2.45%
Shares2.3K
Event2026-03-31
Filed2026-04-14
TOST
TOAST INC
885.40%
Shares14.6K
Event2026-03-31
Filed2026-04-14
PANW
PALO ALTO NETWORKS INC
-12.57%
Shares2.4K
Event2026-03-31
Filed2026-04-14
HP INC
HP INC
-0.56%
Shares19.9K
Event2026-03-31
Filed2026-04-14
PLTR
PALANTIR TECHNOLOGIES INC
21.03%
Shares2.6K
Event2026-03-31
Filed2026-04-14
IWM
ISHARES TR
-1.05%
Shares1.4K
Event2026-03-31
Filed2026-04-14
CGCP
CAPITAL GRP FIXED INCM ETF T
0.75%
Shares15.6K
Event2026-03-31
Filed2026-04-14
EFV
ISHARES TR
0.00%
Shares4.6K
Event2026-03-31
Filed2026-04-14
DEM
WISDOMTREE TR
0.06%
Shares6.8K
Event2026-03-31
Filed2026-04-14
VT
VANGUARD INTL EQUITY INDEX F
0.00%
Shares2.4K
Event2026-03-31
Filed2026-04-14
VNQI
VANGUARD INTL EQUITY INDEX F
-0.73%
Shares7.4K
Event2026-03-31
Filed2026-04-14
RTX
RTX CORPORATION
1.03%
Shares1.7K
Event2026-03-31
Filed2026-04-14
AVB
AVALONBAY CMNTYS INC
-5.95%
Shares2.0K
Event2026-03-31
Filed2026-04-14
SPG
SIMON PPTY GROUP INC NEW
-7.34%
Shares1.7K
Event2026-03-31
Filed2026-04-14
DFAI
DIMENSIONAL ETF TRUST
0.26%
Shares8.2K
Event2026-03-31
Filed2026-04-14
HD
HOME DEPOT INC
2.21%
Shares877
Event2026-03-31
Filed2026-04-14
DFUS
DIMENSIONAL ETF TRUST
0.23%
Shares3.9K
Event2026-03-31
Filed2026-04-14
V
VISA INC
0.90%
Shares897
Event2026-03-31
Filed2026-04-14
DIS
DISNEY WALT CO
1.84%
Shares2.7K
Event2026-03-31
Filed2026-04-14
IWD
ISHARES TR
0.41%
Shares1.2K
Event2026-03-31
Filed2026-04-14
RSPT
INVESCO EXCHANGE TRADED FD T
-26.79%
Shares5.7K
Event2026-03-31
Filed2026-04-14
PG
PROCTER & GAMBLE CO
0.95%
Shares1.7K
Event2026-03-31
Filed2026-04-14
SCHW
SCHWAB CHARLES CORP
3.00%
Shares2.6K
Event2026-03-31
Filed2026-04-14
TNGY
TORTOISE CAPITAL SERIES TRUS
-5.75%
Shares22.6K
Event2026-03-31
Filed2026-04-14
ABT
ABBOTT LABORATORIES
4.38%
Shares2.3K
Event2026-03-31
Filed2026-04-14
GS
GOLDMAN SACHS GROUP INC
0.73%
Shares275
Event2026-03-31
Filed2026-04-14
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-14
PEP
PEPSICO INC
3.18%
Shares1.5K
Event2026-03-31
Filed2026-04-14
SCHG
SCHWAB STRATEGIC TR
0.00%
Shares7.7K
Event2026-03-31
Filed2026-04-14
TGT
TARGET CORP
0.49%
Shares1.9K
Event2026-03-31
Filed2026-04-14
IVE
ISHARES TR
0.30%
Shares1.0K
Event2026-03-31
Filed2026-04-14
KRE
SPDR SERIES TRUST
-2.77%
Shares3.2K
Event2026-03-31
Filed2026-04-14
GLD
SPDR GOLD TR
-9.47%
Shares478
Event2026-03-31
Filed2026-04-14
SMH
VANECK ETF TRUST
0.00%
Shares533
Event2026-03-31
Filed2026-04-14
VTV
VANGUARD INDEX FDS
-13.62%
Shares1.0K
Event2026-03-31
Filed2026-04-14
NEE
NEXTERA ENERGY INC
3.18%
Shares2.2K
Event2026-03-31
Filed2026-04-14
DISV
DIMENSIONAL ETF TRUST
4.16%
Shares5.1K
Event2026-03-31
Filed2026-04-14
PPA
INVESCO EXCHANGE TRADED FD T
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-14
STIP
ISHARES TR
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-14
DIA
STATE STR SPDR DOW JONES IND
0.00%
Shares394
Event2026-03-31
Filed2026-04-14
LH
LABCORP HOLDINGS INC
-0.29%
Shares681
Event2026-03-31
Filed2026-04-14
BAC
BANK AMERICA CORP
3.43%
Shares3.7K
Event2026-03-31
Filed2026-04-14
RYTM
RHYTHM PHARMACEUTICALS INC
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-14
CL
COLGATE PALMOLIVE CO
-7.70%
Shares2.0K
Event2026-03-31
Filed2026-04-14
IWO
ISHARES TR
0.00%
Shares536
Event2026-03-31
Filed2026-04-14
ONTO
ONTO INNOVATION INC
0.00%
Shares786
Event2026-03-31
Filed2026-04-14
DOV
DOVER CORP
1.60%
Shares762
Event2026-03-31
Filed2026-04-14
VOT
VANGUARD INDEX FDS
0.00%
Shares615
Event2026-03-31
Filed2026-04-14
VEEV
VEEVA SYS INC
32.89%
Shares901
Event2026-03-31
Filed2026-04-14
GILD
GILEAD SCIENCES INC
-9.98%
Shares1.1K
Event2026-03-31
Filed2026-04-14
JEPI
J P MORGAN EXCHANGE TRADED F
48.45%
Shares2.8K
Event2026-03-31
Filed2026-04-14
AMD
ADVANCED MICRO DEVICES INC
18.24%
Shares765
Event2026-03-31
Filed2026-04-14
VEU
VANGUARD INTL EQUITY INDEX F
0.20%
Shares2.0K
Event2026-03-31
Filed2026-04-14
AIQ
GLOBAL X FDS
0.06%
Shares3.2K
Event2026-03-31
Filed2026-04-14
MERCK & CO INC
MERCK & CO INC
2.42%
Shares1.2K
Event2026-03-31
Filed2026-04-14
DFIC
DIMENSIONAL ETF TRUST
0.10%
Shares4.1K
Event2026-03-31
Filed2026-04-14
CSX
CSX CORP
0.00%
Shares3.5K
Event2026-03-31
Filed2026-04-14
MA
MASTERCARD INCORPORATED
12.06%
Shares288
Event2026-03-31
Filed2026-04-14
VANGUARD INDEX FDS
VANGUARD INDEX FDS
0.00%
Shares239
Event2026-03-31
Filed2026-04-14
ASML
ASML HLDG NV
0.00%
Shares108
Event2026-03-31
Filed2026-04-14
JMST
J P MORGAN EXCHANGE TRADED F
0.00%
Shares2.8K
Event2026-03-31
Filed2026-04-14
ADI
ANALOG DEVICES INC
0.00%
Shares445
Event2026-03-31
Filed2026-04-14
DFEM
DIMENSIONAL ETF TRUST
0.10%
Shares4.1K
Event2026-03-31
Filed2026-04-14
CITIGROUP INC
CITIGROUP INC
0.59%
Shares1.2K
Event2026-03-31
Filed2026-04-14
SHLD
GLOBAL X FDS
0.32%
Shares1.9K
Event2026-03-31
Filed2026-04-14
FPE
FIRST TR EXCH TRADED FD III
0.60%
Shares7.5K
Event2026-03-31
Filed2026-04-14
EPD
ENTERPRISE PRODS PARTNERS L
1.48%
Shares3.5K
Event2026-03-31
Filed2026-04-14
RGA
REINSURANCE GROUP AMER INC
0.47%
Shares641
Event2026-03-31
Filed2026-04-14
XLV
SELECT SECTOR SPDR TR
0.22%
Shares892
Event2026-03-31
Filed2026-04-14
FNDE
SCHWAB STRATEGIC TR
-9.68%
Shares3.4K
Event2026-03-31
Filed2026-04-14
IBM
INTERNATIONAL BUSINESS MACHS
-4.50%
Shares530
Event2026-03-31
Filed2026-04-14
IGM
ISHARES TR
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-14
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
5.75%
Shares1.3K
Event2026-03-31
Filed2026-04-14
IWS
ISHARES TR
0.36%
Shares846
Event2026-03-31
Filed2026-04-14
UST
PROSHARES TR
0.46%
Shares2.9K
Event2026-03-31
Filed2026-04-14
WMT
WALMART INC
8.01%
Shares971
Event2026-03-31
Filed2026-04-14
JPST
J P MORGAN EXCHANGE TRADED F
0.00%
Shares2.3K
Event2026-03-31
Filed2026-04-14
NFLX
NETFLIX INC.
-7.84%
Shares1.2K
Event2026-03-31
Filed2026-04-14
VGT
VANGUARD WORLD FD
0.00%
Shares163
Event2026-03-31
Filed2026-04-14
AOR
ISHARES TR
26.56%
Shares1.7K
Event2026-03-31
Filed2026-04-14
EQR
EQUITY RESIDENTIAL
2.69%
Shares1.8K
Event2026-03-31
Filed2026-04-14
AOA
ISHARES TR
-2.74%
Shares1.2K
Event2026-03-31
Filed2026-04-14
CSCO
CISCO SYS INC
2.32%
Shares1.3K
Event2026-03-31
Filed2026-04-14
VIS
VANGUARD WORLD FD
0.31%
Shares327
Event2026-03-31
Filed2026-04-14
XLF
SELECT SECTOR SPDR TR
0.50%
Shares2.0K
Event2026-03-31
Filed2026-04-14
BSV
VANGUARD BD INDEX FDS
0.56%
Shares1.3K
Event2026-03-31
Filed2026-04-14
MMM
3M CO
1.05%
Shares672
Event2026-03-31
Filed2026-04-14
AMGN
AMGEN INC
-8.61%
Shares276
Event2026-03-31
Filed2026-04-14
WM
WASTE MGMT INC DEL
-23.83%
Shares422
Event2026-03-31
Filed2026-04-14
MDLZ
MONDELEZ INTL INC
4.35%
Shares1.7K
Event2026-03-31
Filed2026-04-14
ALPS ETF TR
ALPS ETF TR
-7.77%
Shares1.8K
Event2026-03-31
Filed2026-04-14
IJH
ISHARES TR
-7.74%
Shares1.4K
Event2026-03-31
Filed2026-04-14
IWR
ISHARES TR
-16.59%
Shares965
Event2026-03-31
Filed2026-04-14
TSM
TAIWAN SEMICONDUCTOR MANUFAC
0.00%
Shares275
Event2026-03-31
Filed2026-04-14
ICVT
ISHARES TR
0.22%
Shares911
Event2026-03-31
Filed2026-04-14
CAT
CATERPILLAR INC
0.77%
Shares131
Event2026-03-31
Filed2026-04-14
T
AT&T INC
22.26%
Shares3.2K
Event2026-03-31
Filed2026-04-14
OXY
OCCIDENTAL PETE CORP
241.08%
Shares1.4K
Event2026-03-31
Filed2026-04-14
TWLO
TWILIO INC
114.50%
Shares710
Event2026-03-31
Filed2026-04-14
REET
ISHARES TR
0.31%
Shares3.5K
Event2026-03-31
Filed2026-04-14
TJX
TJX COS INC NEW
3.56%
Shares553
Event2026-03-31
Filed2026-04-14
ARE
ALEXANDRIA REAL ESTATE EQ IN
29.29%
Shares1.7K
Event2026-03-31
Filed2026-04-14
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-14
BXP
BXP INC
26.93%
Shares1.5K
Event2026-03-31
Filed2026-04-14
COIN
COINBASE GLOBAL INC
346.94%
Shares438
Event2026-03-31
Filed2026-04-14
SCZ
ISHARES TR
0.00%
Shares963
Event2026-03-31
Filed2026-04-14
ED
CONSOLIDATED EDISON INC
32.21%
Shares665
Event2026-03-31
Filed2026-04-14
INTC
INTEL CORP
6.10%
Shares1.7K
Event2026-03-31
Filed2026-04-14
AVSU
AMERICAN CENTY ETF TR
0.20%
Shares1.0K
Event2026-03-31
Filed2026-04-14
PWZ
INVESCO EXCH TRADED FD TR II
0.94%
Shares3.1K
Event2026-03-31
Filed2026-04-14
BOND
PIMCO ETF TR
1.40%
Shares799
Event2026-03-31
Filed2026-04-14
BA
BOEING CO
10.45%
Shares370
Event2026-03-31
Filed2026-04-14
IWP
ISHARES TR
0.17%
Shares575
Event2026-03-31
Filed2026-04-14
DVY
ISHARES TR
0.63%
Shares478
Event2026-03-31
Filed2026-04-14
LOW
LOWES COS INC
2.69%
Shares305
Event2026-03-31
Filed2026-04-14
BMY
BRISTOL-MYERS SQUIBB CO
3.58%
Shares1.2K
Event2026-03-31
Filed2026-04-14
VTWO
VANGUARD SCOTTSDALE FDS
0.00%
Shares699
Event2026-03-31
Filed2026-04-14
BOTZ
GLOBAL X FDS
0.00%
Shares2.1K
Event2026-03-31
Filed2026-04-14
XBI
SPDR SERIES TRUST
0.00%
Shares536
Event2026-03-31
Filed2026-04-14
FXU
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-14
MLM
MARTIN MARIETTA MATLS INC
1.77%
Shares115
Event2026-03-31
Filed2026-04-14
MSI
MOTOROLA SOLUTIONS INC
4.03%
Shares155
Event2026-03-31
Filed2026-04-14
MTD
METTLER TOLEDO INTERNATIONAL
1.92%
Shares53
Event2026-03-31
Filed2026-04-14
NJR
NEW JERSEY RES CORP
3186.49%
Shares1.2K
Event2026-03-31
Filed2026-04-14
NBIS
NEBIUS GROUP N.V.
New
Shares642
Event2026-03-31
Filed2026-04-14
KMI
KINDER MORGAN INC DEL
39.10%
Shares2.0K
Event2026-03-31
Filed2026-04-14
CCEP
COCA-COLA EUROPACIFIC PARTNE
0.00%
Shares733
Event2026-03-31
Filed2026-04-14
UNH
UNITEDHEALTH GROUP INC
18.93%
Shares245
Event2026-03-31
Filed2026-04-14
AJG
GALLAGHER ARTHUR J & CO
40.00%
Shares301
Event2026-03-31
Filed2026-04-14
SPGM
SPDR INDEX SHS FDS
0.00%
Shares855
Event2026-03-31
Filed2026-04-14
RAAX
VANECK ETF TRUST
New
Shares1.5K
Event2026-03-31
Filed2026-04-14
IFRA
ISHARES TR
0.56%
Shares1.1K
Event2026-03-31
Filed2026-04-14
PAVE
GLOBAL X FDS
0.67%
Shares1.2K
Event2026-03-31
Filed2026-04-14
THE CIGNA GROUP
THE CIGNA GROUP
-31.74%
Shares228
Event2026-03-31
Filed2026-04-14
VYMI
VANGUARD WHITEHALL FDS
0.31%
Shares639
Event2026-03-31
Filed2026-04-14
USHY
ISHARES TR
1.13%
Shares1.6K
Event2026-03-31
Filed2026-04-14
IOT
SAMSARA INC
286.29%
Shares1.8K
Event2026-03-31
Filed2026-04-14
GEV
GE VERNOVA INC
3.17%
Shares65
Event2026-03-31
Filed2026-04-14
EFAV
ISHARES TR
0.00%
Shares614
Event2026-03-31
Filed2026-04-14
DGRO
ISHARES TR
0.51%
Shares793
Event2026-03-31
Filed2026-04-14
LMT
LOCKHEED MARTIN CORP
3.37%
Shares92
Event2026-03-31
Filed2026-04-14
VOOG
VANGUARD ADMIRAL FDS INC
2.26%
Shares136
Event2026-03-31
Filed2026-04-14
XME
SPDR SERIES TRUST
New
Shares513
Event2026-03-31
Filed2026-04-14
DFAX
DIMENSIONAL ETF TRUST
0.06%
Shares1.6K
Event2026-03-31
Filed2026-04-14
CB
CHUBB LTD SWITZ
0.00%
Shares168
Event2026-03-31
Filed2026-04-14
FDN
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares232
Event2026-03-31
Filed2026-04-14
GLPI
GAMING & LEISURE P
274.01%
Shares1.2K
Event2026-03-31
Filed2026-04-14
MMC
MARSH & MCLENNAN COS INC
23.41%
Shares311
Event2026-03-31
Filed2026-04-14
BLACKROCK INC
BLACKROCK INC
-11.11%
Shares56
Event2026-03-31
Filed2026-04-14
EOG
EOG RES INC
18200.00%
Shares366
Event2026-03-31
Filed2026-04-14
WT
WISDOMTREE INC
New
Shares3.6K
Event2026-03-31
Filed2026-04-14
AON PLC
AON PLC
3.82%
Shares163
Event2026-03-31
Filed2026-04-14
RDVI
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares2.1K
Event2026-03-31
Filed2026-04-14
PAAS
PAN AMERN SILVER CORP
New
Shares960
Event2026-03-31
Filed2026-04-14
TDIV
FIRST TR EXCHANGE TRADED FD
0.36%
Shares555
Event2026-03-31
Filed2026-04-14
PCOR
PROCORE TECHNOLOGIES INC
170.87%
Shares902
Event2026-03-31
Filed2026-04-14
GWRE
GUIDEWIRE SOFTWARE INC
16850.00%
Shares339
Event2026-03-31
Filed2026-04-14
EBAY
EBAY INC.
12.98%
Shares557
Event2026-03-31
Filed2026-04-14
GE AEROSPACE
GE AEROSPACE
3.49%
Shares178
Event2026-03-31
Filed2026-04-14
NOC
NORTHROP GRUMMAN CORP
4.29%
Shares73
Event2026-03-31
Filed2026-04-14
TMUS
T-MOBILE US INC
-16.55%
Shares237
Event2026-03-31
Filed2026-04-14
AEE
AMEREN CORP
5.62%
Shares451
Event2026-03-31
Filed2026-04-14
DHR
DANAHER CORP DEL
-1.54%
Shares255
Event2026-03-31
Filed2026-04-14
HTGC
HERCULES CAPITAL INC
2.70%
Shares3.3K
Event2026-03-31
Filed2026-04-14
DRI
DARDEN RESTAURANTS INC
0.83%
Shares244
Event2026-03-31
Filed2026-04-14
CRWV
COREWEAVE INC
New
Shares614
Event2026-03-31
Filed2026-04-14
EWA
ISHARES INC
-12.86%
Shares1.7K
Event2026-03-31
Filed2026-04-14
CMCSA
COMCAST CORP NEW
14.29%
Shares1.6K
Event2026-03-31
Filed2026-04-14
NUSC
NUSHARES ETF TR
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-14
OKTA
OKTA INC
97.97%
Shares586
Event2026-03-31
Filed2026-04-14
SBUX
STARBUCKS CORP
9.11%
Shares515
Event2026-03-31
Filed2026-04-14
VGSH
VANGUARD SCOTTSDALE FDS
0.26%
Shares786
Event2026-03-31
Filed2026-04-14
VZ
VERIZON COMMUNICATIONS INC
-54.77%
Shares914
Event2026-03-31
Filed2026-04-14
TTAN
SERVICETITAN INC
115.27%
Shares719
Event2026-03-31
Filed2026-04-14
XEL
XCEL ENERGY INC
0.00%
Shares572
Event2026-03-31
Filed2026-04-14
DFSB
DIMENSIONAL ETF TRUST
0.00%
Shares877
Event2026-03-31
Filed2026-04-14
SYY
SYSCO CORP
463.96%
Shares626
Event2026-03-31
Filed2026-04-14
CRWD
CROWDSTRIKE HLDGS INC
-24.50%
Shares114
Event2026-03-31
Filed2026-04-14
APD
AIR PRODUCTS AND CHEMICALS I
3.40%
Shares152
Event2026-03-31
Filed2026-04-14
EQT CORP
EQT CORP
3.14%
Shares690
Event2026-03-31
Filed2026-04-14
EGP
EASTGROUP PPTYS INC
6.33%
Shares235
Event2026-03-31
Filed2026-04-14
VXUS
VANGUARD STAR FDS
0.00%
Shares555
Event2026-03-31
Filed2026-04-14
DGRW
WISDOMTREE TR
0.21%
Shares485
Event2026-03-31
Filed2026-04-14
CRM
SALESFORCE INC
-13.64%
Shares228
Event2026-03-31
Filed2026-04-14
IBIT
ISHARES BITCOIN TRUST ETF
4.36%
Shares1.1K
Event2026-03-31
Filed2026-04-14
SPGI
S&P GLOBAL INC
-7.48%
Shares99
Event2026-03-31
Filed2026-04-14
DVA
DAVITA INC
-2.17%
Shares271
Event2026-03-31
Filed2026-04-14
XLK
SELECT SECTOR SPDR TR
0.00%
Shares306
Event2026-03-31
Filed2026-04-14
MU
MICRON TECHNOLOGY INC
26.32%
Shares120
Event2026-03-31
Filed2026-04-14
IJJ
ISHARES TR
0.00%
Shares304
Event2026-03-31
Filed2026-04-14
CF
CF INDUSTRIES HOLD
23.69%
Shares308
Event2026-03-31
Filed2026-04-14
ORCL
ORACLE CORP
8.03%
Shares269
Event2026-03-31
Filed2026-04-14
UNP
UNION PAC CORP
3.82%
Shares163
Event2026-03-31
Filed2026-04-14
IUSV
ISHARES TR
0.00%
Shares384
Event2026-03-31
Filed2026-04-14
GQRE
FLEXSHARES TR
0.15%
Shares657
Event2026-03-31
Filed2026-04-14
DFAW
DIMENSIONAL ETF TRUST
563.75%
Shares531
Event2026-03-31
Filed2026-04-14
NKE
NIKE INC
-1.47%
Shares735
Event2026-03-31
Filed2026-04-14
STWD
STARWOOD PPTY TR INC
-32.83%
Shares2.2K
Event2026-03-31
Filed2026-04-14
CUBE
CUBESMART
128.00%
Shares1.0K
Event2026-03-31
Filed2026-04-14
BIIB
BIOGEN INC
2.00%
Shares204
Event2026-03-31
Filed2026-04-14
CNH
CNH INDL N V
0.00%
Shares3.4K
Event2026-03-31
Filed2026-04-14
ETH
GRAYSCALE ETHEREUM STAKING
4.59%
Shares1.9K
Event2026-03-31
Filed2026-04-14
APLD
APPLIED DIGITAL CORP
New
Shares1.5K
Event2026-03-31
Filed2026-04-14
FDS
FACTSET RESH SYS INC
304.88%
Shares166
Event2026-03-31
Filed2026-04-14
AVSD
AMERICAN CENTY ETF TR
0.21%
Shares476
Event2026-03-31
Filed2026-04-14
OKLO
OKLO INC
New
Shares704
Event2026-03-31
Filed2026-04-14
FIS
FIDELITY NATL INFORMATION SV
267.82%
Shares743
Event2026-03-31
Filed2026-04-14
PM
PHILIP MORRIS INTL INC
71.31%
Shares209
Event2026-03-31
Filed2026-04-14
DBMF
LITMAN GREGORY FDS TR
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-14
AVSE
AMERICAN CENTY ETF TR
0.00%
Shares513
Event2026-03-31
Filed2026-04-14
MO
ALTRIA GROUP INC
-18.10%
Shares516
Event2026-03-31
Filed2026-04-14
FLOT
ISHARES TR
0.61%
Shares660
Event2026-03-31
Filed2026-04-14
ICF
ISHARES TR
0.19%
Shares537
Event2026-03-31
Filed2026-04-14
VCSH
VANGUARD SCOTTSDALE FDS
0.73%
Shares412
Event2026-03-31
Filed2026-04-14
GATX
GATX CORP
0.00%
Shares190
Event2026-03-31
Filed2026-04-14
TMO
THERMO FISHER SCIENTIFIC INC
-15.38%
Shares66
Event2026-03-31
Filed2026-04-14
SPSM
SPDR SERIES TRUST
0.00%
Shares670
Event2026-03-31
Filed2026-04-14
TXN
TEXAS INSTRS INC
62.75%
Shares166
Event2026-03-31
Filed2026-04-14
IAC
IAC INC
23.47%
Shares805
Event2026-03-31
Filed2026-04-14
FAST
FASTENAL CO
10.47%
Shares675
Event2026-03-31
Filed2026-04-14
SDVY
FIRST TR EXCHANGE TRADED FD
0.00%
Shares788
Event2026-03-31
Filed2026-04-14
FXR
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares378
Event2026-03-31
Filed2026-04-14
BSX
BOSTON SCIENTIFIC CORP
235.17%
Shares486
Event2026-03-31
Filed2026-04-14
COP
CONOCOPHILLIPS
10.63%
Shares229
Event2026-03-31
Filed2026-04-14
CGGO
CAPITAL GROUP GBL GROWTH EQT
0.00%
Shares894
Event2026-03-31
Filed2026-04-14
RS
RELIANCE INC
0.00%
Shares98
Event2026-03-31
Filed2026-04-14
LAM RESEARCH CORP
LAM RESEARCH CORP
-2.80%
Shares139
Event2026-03-31
Filed2026-04-14
AVT
AVNET INC
0.00%
Shares481
Event2026-03-31
Filed2026-04-14
KO
COCA COLA CO
23.32%
Shares386
Event2026-03-31
Filed2026-04-14
WFC
WELLS FARGO & CO
26.80%
Shares369
Event2026-03-31
Filed2026-04-14
ECL
ECOLAB INC
0.00%
Shares109
Event2026-03-31
Filed2026-04-14
ARES
ARES MANAGEMENT CORPORATION
-73.01%
Shares265
Event2026-03-31
Filed2026-04-14
CATH
GLOBAL X FDS
0.27%
Shares369
Event2026-03-31
Filed2026-04-14
UTHR
UNITED THERAPEUTICS CORP DEL
-21.31%
Shares48
Event2026-03-31
Filed2026-04-14
SYF
SYNCHRONY FINANCIAL
9.42%
Shares418
Event2026-03-31
Filed2026-04-14
TFC
TRUIST FINL CORP
1442.50%
Shares617
Event2026-03-31
Filed2026-04-14
SPYM
SPDR SERIES TRUST
0.28%
Shares364
Event2026-03-31
Filed2026-04-14
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
16.10%
Shares137
Event2026-03-31
Filed2026-04-14
JBL
JABIL INC
0.00%
Shares102
Event2026-03-31
Filed2026-04-14
DFAR
DIMENSIONAL ETF TRUST
0.19%
Shares1.1K
Event2026-03-31
Filed2026-04-14
GL
GLOBE LIFE INC
15.72%
Shares184
Event2026-03-31
Filed2026-04-14
PROFESIONALLY MANAGED PORTFO
PROFESIONALLY MANAGED PORTFO
0.00%
Shares484
Event2026-03-31
Filed2026-04-14
MORN
MORNINGSTAR INC
139.68%
Shares151
Event2026-03-31
Filed2026-04-14
CHKP
CHECK POINT SOFTWARE TECH LT
0.00%
Shares178
Event2026-03-31
Filed2026-04-14
PAYX
PAYCHEX INC
New
Shares275
Event2026-03-31
Filed2026-04-14
LSTR
LANDSTAR SYS INC
New
Shares158
Event2026-03-31
Filed2026-04-14
FNB
F N B CORP
2057.14%
Shares1.5K
Event2026-03-31
Filed2026-04-14
TTC
TORO CO
217.65%
Shares270
Event2026-03-31
Filed2026-04-14
ARKF
ARK ETF TR
0.00%
Shares664
Event2026-03-31
Filed2026-04-14
CDNS
CADENCE DESIGN SYSTEM INC
8.43%
Shares90
Event2026-03-31
Filed2026-04-14
CRUS
CIRRUS LOGIC INC
7.55%
Shares171
Event2026-03-31
Filed2026-04-14
PCEF
INVESCO EXCH TRADED FD TR II
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-14
HRB
BLOCK H & R INC
1.05%
Shares773
Event2026-03-31
Filed2026-04-14
CAG
CONAGRA BRANDS INC
320.81%
Shares1.6K
Event2026-03-31
Filed2026-04-14
U
UNITY SOFTWARE INC
657.82%
Shares1.1K
Event2026-03-31
Filed2026-04-14
YUM
YUM BRANDS INC
6.80%
Shares157
Event2026-03-31
Filed2026-04-14
OVV
OVINTIV INC
-26.34%
Shares411
Event2026-03-31
Filed2026-04-14
MTG
MGIC INVT CORP WIS
107.83%
Shares929
Event2026-03-31
Filed2026-04-14
MS
MORGAN STANLEY
18.40%
Shares148
Event2026-03-31
Filed2026-04-14
LINDE PLC
LINDE PLC
63.33%
Shares49
Event2026-03-31
Filed2026-04-14
KMPR
KEMPER CORP
402.53%
Shares794
Event2026-03-31
Filed2026-04-14
F
FORD MTR CO
14.88%
Shares2.1K
Event2026-03-31
Filed2026-04-14
WEN
WENDYS CO
90.29%
Shares3.5K
Event2026-03-31
Filed2026-04-14
FBIN
FORTUNE BRANDS INNOVATIONS I
1107.84%
Shares616
Event2026-03-31
Filed2026-04-14
VDC
VANGUARD WORLD FD
0.95%
Shares106
Event2026-03-31
Filed2026-04-14
AMAT
APPLIED MATLS INC
0.00%
Shares69
Event2026-03-31
Filed2026-04-14
ROBT
FIRST TR EXCHANGE TRADED FD
0.00%
Shares507
Event2026-03-31
Filed2026-04-14
RPRX
ROYALTY PHARMA PLC
0.00%
Shares486
Event2026-03-31
Filed2026-04-14
HON
HONEYWELL INTL INC
8.42%
Shares103
Event2026-03-31
Filed2026-04-14
DE
DEERE & CO
2.50%
Shares41
Event2026-03-31
Filed2026-04-14
BMRN
BIOMARIN PHARMACEUTICAL INC
0.00%
Shares400
Event2026-03-31
Filed2026-04-14
CCC
CCC INTELLIGENT SOLUTIONS HL
2569.50%
Shares3.8K
Event2026-03-31
Filed2026-04-14
DT
DYNATRACE INC
271.95%
Shares610
Event2026-03-31
Filed2026-04-14
VWO
VANGUARD INTL EQUITY INDEX F
0.00%
Shares414
Event2026-03-31
Filed2026-04-14
PFE
PFIZER INC
-67.49%
Shares792
Event2026-03-31
Filed2026-04-14
VIGI
VANGUARD WHITEHALL FDS
0.00%
Shares250
Event2026-03-31
Filed2026-04-14
MGK
VANGUARD WORLD FD
0.00%
Shares60
Event2026-03-31
Filed2026-04-14
ROP
ROPER TECHNOLOGIES INC
148.00%
Shares62
Event2026-03-31
Filed2026-04-14
BRO
BROWN & BROWN INC
New
Shares327
Event2026-03-31
Filed2026-04-14
WMB
WILLIAMS COS INC
128.13%
Shares292
Event2026-03-31
Filed2026-04-14
OBDC
BLUE OWL CAPITAL CORPORATION
2.91%
Shares1.9K
Event2026-03-31
Filed2026-04-14
RGLD
ROYAL GOLD INC
0.00%
Shares83
Event2026-03-31
Filed2026-04-14
QNITY ELECTRONICS INC
QNITY ELECTRONICS INC
0.00%
Shares183
Event2026-03-31
Filed2026-04-14
AOM
ISHARES TR
52.23%
Shares443
Event2026-03-31
Filed2026-04-14
PFF
ISHARES TR
0.00%
Shares670
Event2026-03-31
Filed2026-04-14
LYB
LYONDELLBASELL INDUSTRIES NV
342.11%
Shares252
Event2026-03-31
Filed2026-04-14
MOS
MOSAIC CO
26.19%
Shares795
Event2026-03-31
Filed2026-04-14
GM
GENERAL MTRS CO
-17.58%
Shares272
Event2026-03-31
Filed2026-04-14
IAK
ISHARES TR
1.94%
Shares158
Event2026-03-31
Filed2026-04-14
VRSK
VERISK ANALYTICS INC
-50.23%
Shares106
Event2026-03-31
Filed2026-04-14
IMCG
ISHARES TR
0.00%
Shares254
Event2026-03-31
Filed2026-04-14
THO
THOR INDS INC
20.87%
Shares249
Event2026-03-31
Filed2026-04-14
PGR
PROGRESSIVE CORP
257.14%
Shares100
Event2026-03-31
Filed2026-04-14
SUSA
ISHARES TR
0.00%
Shares150
Event2026-03-31
Filed2026-04-14
DFSE
DIMENSIONAL ETF TRUST
0.22%
Shares466
Event2026-03-31
Filed2026-04-14
ILMN
ILLUMINA INC
7.38%
Shares160
Event2026-03-31
Filed2026-04-14
APH
AMPHENOL CORP
-1.89%
Shares156
Event2026-03-31
Filed2026-04-14
COF
CAPITAL ONE FINL CORP
-27.03%
Shares108
Event2026-03-31
Filed2026-04-14
KDP
KEURIG DR PEPPER INC
157.93%
Shares748
Event2026-03-31
Filed2026-04-14
IVV
ISHARES TR
-51.61%
Shares30
Event2026-03-31
Filed2026-04-14
HACK
AMPLIFY ETF TR
0.00%
Shares260
Event2026-03-31
Filed2026-04-14
ADBE
ADOBE INC
15.94%
Shares80
Event2026-03-31
Filed2026-04-14
NULV
NUSHARES ETF TR
0.00%
Shares425
Event2026-03-31
Filed2026-04-14
AMT
AMERICAN TOWER CORP
194.74%
Shares112
Event2026-03-31
Filed2026-04-14
DOCN
DIGITALOCEAN HLDGS INC
-50.11%
Shares224
Event2026-03-31
Filed2026-04-14
ISHARES GOLD TR
ISHARES GOLD TR
New
Shares216
Event2026-03-31
Filed2026-04-14
LHX
L3HARRIS TECHNOLOGIES INC
48.65%
Shares55
Event2026-03-31
Filed2026-04-14
BR
BROADRIDGE FINL SOLUTIONS IN
45.00%
Shares116
Event2026-03-31
Filed2026-04-14
MAR
MARRIOTT INTL INC NEW
0.00%
Shares57
Event2026-03-31
Filed2026-04-14
XNTK
SPDR SERIES TRUST
0.00%
Shares73
Event2026-03-31
Filed2026-04-14
CNA
CNA FINL CORP
-63.16%
Shares406
Event2026-03-31
Filed2026-04-14
TDG
TRANSDIGM GROUP INC
-33.33%
Shares16
Event2026-03-31
Filed2026-04-14
FDX
FEDEX CORP
8.33%
Shares52
Event2026-03-31
Filed2026-04-14
CUZ
COUSINS PPTYS INC
2110.81%
Shares818
Event2026-03-31
Filed2026-04-14
ZTS
ZOETIS INC
23.81%
Shares156
Event2026-03-31
Filed2026-04-14
SOLV
SOLVENTUM CORP
26.70%
Shares280
Event2026-03-31
Filed2026-04-14
CNXC
CONCENTRIX CORP
-12.14%
Shares666
Event2026-03-31
Filed2026-04-14
DSI
ISHARES TR
0.00%
Shares150
Event2026-03-31
Filed2026-04-14
BJ
BJS WHSL CLUB HLDGS INC
57.26%
Shares184
Event2026-03-31
Filed2026-04-14
CVS
CVS HEALTH CORP
0.00%
Shares251
Event2026-03-31
Filed2026-04-14
OKE
ONEOK INC NEW
-29.18%
Shares199
Event2026-03-31
Filed2026-04-14
DLR
DIGITAL RLTY TR INC
0.00%
Shares99
Event2026-03-31
Filed2026-04-14
VONE
VANGUARD SCOTTSDALE FDS
1.67%
Shares61
Event2026-03-31
Filed2026-04-14
GEN DIGITAL INC
GEN DIGITAL INC
28.87%
Shares933
Event2026-03-31
Filed2026-04-14
LKQ
LKQ CORP
8.96%
Shares596
Event2026-03-31
Filed2026-04-14
MSCI
MSCI INC
433.33%
Shares32
Event2026-03-31
Filed2026-04-14
NXST
NEXSTAR MEDIA GROUP INC
3.26%
Shares95
Event2026-03-31
Filed2026-04-14
QCLN
FIRST TR EXCHANGE-TRADED FD
New
Shares368
Event2026-03-31
Filed2026-04-14
ESML
ISHARES TR
0.00%
Shares360
Event2026-03-31
Filed2026-04-14
AZO
AUTOZONE INC
-28.57%
Shares5
Event2026-03-31
Filed2026-04-14
WBD
WARNER BROS DISCOVERY INC
15.41%
Shares614
Event2026-03-31
Filed2026-04-14
PYPL
PAYPAL HLDGS INC
-10.98%
Shares373
Event2026-03-31
Filed2026-04-14
ABNB
AIRBNB INC
11.76%
Shares133
Event2026-03-31
Filed2026-04-14
HWM
HOWMET AEROSPACE INC
7.35%
Shares73
Event2026-03-31
Filed2026-04-14
BLACKSTONE INC
BLACKSTONE INC
New
Shares146
Event2026-03-31
Filed2026-04-14
ADT
ADT INC DEL
803.56%
Shares2.5K
Event2026-03-31
Filed2026-04-14
ARW
ARROW ELECTRS INC
9.43%
Shares116
Event2026-03-31
Filed2026-04-14
DGS
WISDOMTREE TR
-9.54%
Shares275
Event2026-03-31
Filed2026-04-14
BLDR
BUILDERS FIRSTSOURCE INC
New
Shares200
Event2026-03-31
Filed2026-04-14
SON
SONOCO PRODS CO
25.21%
Shares303
Event2026-03-31
Filed2026-04-14
ARISTA NETWORKS INC
ARISTA NETWORKS INC
29.41%
Shares132
Event2026-03-31
Filed2026-04-14
XLI
SELECT SECTOR SPDR TR
0.00%
Shares100
Event2026-03-31
Filed2026-04-14
KR
KROGER CO
-68.14%
Shares223
Event2026-03-31
Filed2026-04-14
VLU
SPDR SERIES TRUST
0.00%
Shares75
Event2026-03-31
Filed2026-04-14
GFS
GLOBALFOUNDRIES INC
11.42%
Shares361
Event2026-03-31
Filed2026-04-14
TTD
THE TRADE DESK INC
-2.92%
Shares699
Event2026-03-31
Filed2026-04-14
EWBC
EAST WEST BANCORP INC
2000.00%
Shares147
Event2026-03-31
Filed2026-04-14
ISRG
INTUITIVE SURGICAL INC
-17.07%
Shares34
Event2026-03-31
Filed2026-04-14
GIB
CGI INC
0.00%
Shares212
Event2026-03-31
Filed2026-04-14
EA
ELECTRONIC ARTS INC
105.41%
Shares76
Event2026-03-31
Filed2026-04-14
BFAM
BRIGHT HORIZONS FAM SOL IN D
266.67%
Shares187
Event2026-03-31
Filed2026-04-14
SFM
SPROUTS FMRS MKT INC
New
Shares199
Event2026-03-31
Filed2026-04-14
AL
AIR LEASE CORP
-24.19%
Shares235
Event2026-03-31
Filed2026-04-14
ICE
INTERCONTINENTAL EXCHANGE IN
255.56%
Shares96
Event2026-03-31
Filed2026-04-14
NEM
NEWMONT CORP
38.00%
Shares138
Event2026-03-31
Filed2026-04-14
RNR
RENAISSANCERE HLDGS LTD
0.00%
Shares50
Event2026-03-31
Filed2026-04-14
ADP
AUTOMATIC DATA PROCESSING IN
563.64%
Shares73
Event2026-03-31
Filed2026-04-14
BWIN
THE BALDWIN INSURANCE GRP IN
-42.42%
Shares672
Event2026-03-31
Filed2026-04-14
IWB
ISHARES TR
-12.77%
Shares41
Event2026-03-31
Filed2026-04-14
DOCU
DOCUSIGN INC
163.48%
Shares303
Event2026-03-31
Filed2026-04-14
UPS
UNITED PARCEL SVCS INC
33.94%
Shares146
Event2026-03-31
Filed2026-04-14
XT
ISHARES TR
0.00%
Shares210
Event2026-03-31
Filed2026-04-14
INTU
INTUIT
10.00%
Shares33
Event2026-03-31
Filed2026-04-14
DBX
DROPBOX INC
16.60%
Shares625
Event2026-03-31
Filed2026-04-14
ZBH
ZIMMER BIOMET HOLDINGS INC
-21.89%
Shares157
Event2026-03-31
Filed2026-04-14
UHAL
U HAUL HOLDING COMPANY
-2.96%
Shares295
Event2026-03-31
Filed2026-04-14
BK
BANK NEW YORK MELLON CORP
9.26%
Shares118
Event2026-03-31
Filed2026-04-14
QCOM
QUALCOMM INC
-14.29%
Shares108
Event2026-03-31
Filed2026-04-14
CME
CME GROUP INC
-31.88%
Shares47
Event2026-03-31
Filed2026-04-14
AYI
ACUITY INC
880.00%
Shares49
Event2026-03-31
Filed2026-04-14
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
33.33%
Shares40
Event2026-03-31
Filed2026-04-14
KRC
KILROY REALTY CORP
190.30%
Shares479
Event2026-03-31
Filed2026-04-14
KIM
KIMCO REALTY CORP
0.00%
Shares600
Event2026-03-31
Filed2026-04-14
AMH
AMERICAN HOMES 4 RENT
2735.29%
Shares482
Event2026-03-31
Filed2026-04-14
WDC
WESTERN DIGITAL CORP
88.46%
Shares49
Event2026-03-31
Filed2026-04-14
NWSA
NEWS CORP NEW
182.45%
Shares531
Event2026-03-31
Filed2026-04-14
MNST
MONSTER BEVERAGE CORP NEW
8.33%
Shares182
Event2026-03-31
Filed2026-04-14
MAT
MATTEL INC
1213.04%
Shares906
Event2026-03-31
Filed2026-04-14
KBH
KB HOME
133.03%
Shares254
Event2026-03-31
Filed2026-04-14
EXG
EATON VANCE TAX-MANAGED GLOB
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-14
CMI
CUMMINS INC
20.00%
Shares24
Event2026-03-31
Filed2026-04-14
AVTR
AVANTOR INC
New
Shares1.6K
Event2026-03-31
Filed2026-04-14
HUBS
HUBSPOT INC
New
Shares52
Event2026-03-31
Filed2026-04-14
AXP
AMERICAN EXPRESS CO
-2.38%
Shares41
Event2026-03-31
Filed2026-04-14
TPG
TPG INC
New
Shares306
Event2026-03-31
Filed2026-04-14
SEIC
SEI INVTS CO
2516.67%
Shares157
Event2026-03-31
Filed2026-04-14
LULU
LULULEMON ATHLETICA INC
185.71%
Shares80
Event2026-03-31
Filed2026-04-14
NWS
NEWS CORP NEW
83.55%
Shares424
Event2026-03-31
Filed2026-04-14
BDX
BECTON DICKINSON & CO
-2.53%
Shares77
Event2026-03-31
Filed2026-04-14
VRTX
VERTEX PHARMACEUTICALS INC
3.85%
Shares27
Event2026-03-31
Filed2026-04-14
EMR
EMERSON ELEC CO
16.46%
Shares92
Event2026-03-31
Filed2026-04-14
MEDTRONIC PLC
MEDTRONIC PLC
13.11%
Shares138
Event2026-03-31
Filed2026-04-14
ALSN
ALLISON TRANSMISSION HLDGS I
96.15%
Shares102
Event2026-03-31
Filed2026-04-14
MSM
MSC INDL DIRECT INC
658.82%
Shares129
Event2026-03-31
Filed2026-04-14
NTAP
NETAPP INC
New
Shares116
Event2026-03-31
Filed2026-04-14
FOX
FOX CORP
117.65%
Shares222
Event2026-03-31
Filed2026-04-14
NSA
NATIONAL STORAGE AFFILIATES
-51.48%
Shares312
Event2026-03-31
Filed2026-04-14
ASB
ASSOCIATED BANC-CORP
New
Shares453
Event2026-03-31
Filed2026-04-14
AEP
AMERICAN ELEC PWR CO INC
0.00%
Shares89
Event2026-03-31
Filed2026-04-14
CASY
CASEYS GEN STORES INC
23.08%
Shares16
Event2026-03-31
Filed2026-04-14
USFD
US FOODS HLDG CORP
0.00%
Shares126
Event2026-03-31
Filed2026-04-14
AGO
ASSURED GUARANTY LTD
-45.17%
Shares142
Event2026-03-31
Filed2026-04-14
BOKF
BOK FINL CORP
172.73%
Shares90
Event2026-03-31
Filed2026-04-14
IBRX
IMMUNITYBIO INC
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-14
SYK
STRYKER CORPORATION
52.17%
Shares35
Event2026-03-31
Filed2026-04-14
FTNT
FORTINET INC
-60.11%
Shares140
Event2026-03-31
Filed2026-04-14
PFBC
PREFERRED BK LOS ANGELES CA
0.80%
Shares126
Event2026-03-31
Filed2026-04-14
VLO
VALERO ENERGY CORP
15.00%
Shares46
Event2026-03-31
Filed2026-04-14
ENPH
ENPHASE ENERGY INC
0.00%
Shares300
Event2026-03-31
Filed2026-04-14
TFX
TELEFLEX INCORPORATED
New
Shares94
Event2026-03-31
Filed2026-04-14
REYN
REYNOLDS CONSUMER PRODS INC
688.06%
Shares528
Event2026-03-31
Filed2026-04-14
SNPS
SYNOPSYS INC
New
Shares28
Event2026-03-31
Filed2026-04-14
EXPE
EXPEDIA GROUP INC
45.45%
Shares48
Event2026-03-31
Filed2026-04-14
SOLSTICE ADVANCED MATLS INC
SOLSTICE ADVANCED MATLS INC
15.20%
Shares144
Event2026-03-31
Filed2026-04-14
CW
CURTISS WRIGHT CORP
-5.88%
Shares16
Event2026-03-31
Filed2026-04-14
TT
TRANE TECHNOLOGIES PLC
13.04%
Shares26
Event2026-03-31
Filed2026-04-14
URNM
SPROTT FDS TR
0.00%
Shares170
Event2026-03-31
Filed2026-04-14
FS SPECIALTY LENDING FD
FS SPECIALTY LENDING FD
-61.30%
Shares856
Event2026-03-31
Filed2026-04-14

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available