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The Analysis of Embree Financial Group's Holdings & P&L

Currently, Embree Financial Group holds 261 types of securities in its portfolio with a total value $849.1M. In the most recent quarter, they have increased their positions in CORO (+415.1K shares, valued at $13.3M), PVAL (+158.0K shares, valued at $7.3M), DYNF (+107.7K shares, valued at $6.3M); decreased their positions in SCHX (-166.1K shares, valued at $4.3M), N/A (-7.0K shares, valued at $4.0M), FNDE (-93.2K shares, valued at $3.6M); initiated new positions in BLCR (+85.8K shares, valued at $3.5M), FIG (+70.6K shares, valued at $1.5M), IDEQ (+21.0K shares, valued at $667.1K).

1M P&L

-6.5M-0.81%

3M P&L

-28.2M-3.44%

HY P&L

+4.0M+0.51%

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/A499.3M

70.0%

2Consumer Electronics36.4M

5.1%

3Software - Infrastructure25.3M

3.5%

Top Industries by Stock Count

1N/A138 stocks

58.2%

2Drug Manufacturers - General6 stocks

2.5%

3Aerospace & Defense6 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO QQQ TR INVESCO QQQ TR101.3K shares-6.46%2026-03-312026-04-24

SPY STATE STR SPDR S&P 500 ETF T74.0K shares-5.73%2026-03-312026-04-24

DYNF BLACKROCK ETF TRUST627.2K shares20.72%2026-03-312026-04-24

AAPL APPLE INC143.5K shares4.72%2026-03-312026-04-24

PVAL PUTNAM ETF TRUST765.0K shares26.04%2026-03-312026-04-24

SCHX SCHWAB STRATEGIC TR1.3M shares-11.63%2026-03-312026-04-24

PULS PGIM ETF TR494.3K shares11.81%2026-03-312026-04-24

MSFT MICROSOFT CORP57.4K shares6.36%2026-03-312026-04-24

Sponsored

ALPHABET INC ALPHABET INC70.3K shares7.84%2026-03-312026-04-24

DFIV DIMENSIONAL ETF TRUST382.4K shares0.76%2026-03-312026-04-24

NVDA NVIDIA CORPORATION98.5K shares2.59%2026-03-312026-04-24

IVV ISHARES TR26.1K shares36.73%2026-03-312026-04-24

IWV ISHARES TR42.8K shares5.05%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO52.4K shares6.54%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL31.9K shares0.50%2026-03-312026-04-24

CORO BLACKROCK ETF TRUST450.2K shares1184.48%2026-03-312026-04-24

Sponsored

DBEF DBX ETF TR256.5K shares-11.14%2026-03-312026-04-24

FWD AB ACTIVE ETFS INC115.4K shares24.03%2026-03-312026-04-24

THRO BLACKROCK ETF TRUST342.5K shares41.63%2026-03-312026-04-24

AMZN AMAZON COM INC55.1K shares30.17%2026-03-312026-04-24

CME CME GROUP INC38.1K shares-13.52%2026-03-312026-04-24

DFUS DIMENSIONAL ETF TRUST153.9K shares0.20%2026-03-312026-04-24

IVW ISHARES TR88.8K shares43.94%2026-03-312026-04-24

BLACKSTONE INC BLACKSTONE INC84.3K shares18.37%2026-03-312026-04-24

Sponsored

CBOE CBOE GLOBAL MKTS INC34.3K shares-7.89%2026-03-312026-04-24

IJR ISHARES TR73.9K shares-2.17%2026-03-312026-04-24

JCPB J P MORGAN EXCHANGE TRADED F188.0K shares49.55%2026-03-312026-04-24

VANGUARD INDEX FDS VANGUARD INDEX FDS14.2K shares-0.39%2026-03-312026-04-24

SCHB SCHWAB STRATEGIC TR299.1K shares-2.43%2026-03-312026-04-24

BAI BLACKROCK ETF TRUST216.1K shares71.14%2026-03-312026-04-24

VYM VANGUARD WHITEHALL FDS45.8K shares-1.28%2026-03-312026-04-24

IWF ISHARES TR14.6K shares1.46%2026-03-312026-04-24

Sponsored

JNJ JOHNSON & JOHNSON23.7K shares10.81%2026-03-312026-04-24

BINC BLACKROCK ETF TRUST II109.8K shares6.09%2026-03-312026-04-24

SHLD GLOBAL X FDS79.3K shares123.87%2026-03-312026-04-24

XOM EXXON MOBIL CORP32.2K shares2.16%2026-03-312026-04-24

BLACKROCK INC BLACKROCK INC5.6K shares5.84%2026-03-312026-04-24

CSCO CISCO SYS INC68.1K shares6.82%2026-03-312026-04-24

BAC BANK AMERICA CORP107.9K shares15.14%2026-03-312026-04-24

2023 ETF SERIES TRUST 2023 ETF SERIES TRUST148.1K shares697.32%2026-03-312026-04-24

Sponsored

HDV ISHARES TR37.4K shares8.54%2026-03-312026-04-24

SCHV SCHWAB STRATEGIC TR155.3K shares-3.22%2026-03-312026-04-24

ABBV ABBVIE INC19.9K shares4.31%2026-03-312026-04-24

VTI VANGUARD INDEX FDS12.8K shares-1.58%2026-03-312026-04-24

SCHG SCHWAB STRATEGIC TR137.2K shares-0.21%2026-03-312026-04-24

SCHA SCHWAB STRATEGIC TR132.4K shares1.50%2026-03-312026-04-24

VIG VANGUARD SPECIALIZED FUNDS17.9K shares-0.79%2026-03-312026-04-24

DE DEERE & CO6.7K shares0.41%2026-03-312026-04-24

Sponsored

DFUV DIMENSIONAL ETF TRUST75.7K shares-21.21%2026-03-312026-04-24

XLV SELECT SECTOR SPDR TR24.4K shares-2.14%2026-03-312026-04-24

BLCR BLACKROCK ETF TRUST85.8K sharesnew addition2026-03-312026-04-24

VUG VANGUARD INDEX FDS7.6K shares-3.73%2026-03-312026-04-24

ALPHABET INC ALPHABET INC11.5K shares3.18%2026-03-312026-04-24

IJH ISHARES TR48.7K shares-0.21%2026-03-312026-04-24

PLTR PALANTIR TECHNOLOGIES INC21.7K shares2.81%2026-03-312026-04-24

ABT ABBOTT LABORATORIES30.8K shares0.32%2026-03-312026-04-24

Sponsored

SCHF SCHWAB STRATEGIC TR123.6K shares3.08%2026-03-312026-04-24

IDMO INVESCO EXCH TRADED FD TR II51.6K shares-16.29%2026-03-312026-04-24

VTHR VANGUARD SCOTTSDALE FDS9.6K shares0.26%2026-03-312026-04-24

VONG VANGUARD SCOTTSDALE FDS23.3K shares27.05%2026-03-312026-04-24

RYAN RYAN SPECIALTY HOLDINGS INC74.3K shares-5.84%2026-03-312026-04-24

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP7.1K shares2.95%2026-03-312026-04-24

EFA ISHARES TR23.6K shares-0.22%2026-03-312026-04-24

VONV VANGUARD SCOTTSDALE FDS24.3K shares0.00%2026-03-312026-04-24

Sponsored

FLMI FRANKLIN TEMPLETON ETF TR90.9K shares74.90%2026-03-312026-04-24

ASCE ALLSPRING EXCHANGE TRADED FU80.5K shares85.92%2026-03-312026-04-24

WMT WALMART INC17.6K shares11.12%2026-03-312026-04-24

MCD MCDONALDS CORP6.9K shares1.41%2026-03-312026-04-24

CVX CHEVRON CORPORATION10.2K shares1.62%2026-03-312026-04-24

RTX RTX CORPORATION10.9K shares5.69%2026-03-312026-04-24

MDY STATE STR SPDR S&P MIDCAP 403.3K shares14.17%2026-03-312026-04-24

DIA STATE STR SPDR DOW JONES IND4.3K shares0.09%2026-03-312026-04-24

Sponsored

VB VANGUARD INDEX FDS7.4K shares0.22%2026-03-312026-04-24

BXSL BLACKSTONE SECD LENDING FD82.2K shares-3.59%2026-03-312026-04-24

SCHD SCHWAB STRATEGIC TR62.9K shares2.26%2026-03-312026-04-24

ISHARES GOLD TR ISHARES GOLD TR21.8K shares5.56%2026-03-312026-04-24

SCHE SCHWAB STRATEGIC TR57.2K shares-11.35%2026-03-312026-04-24

MBS ANGEL OAK FUNDS TRUST217.2K shares42.05%2026-03-312026-04-24

PG PROCTER & GAMBLE CO12.7K shares2.16%2026-03-312026-04-24

IEFA ISHARES TR20.0K shares-0.05%2026-03-312026-04-24

Sponsored

SCHM SCHWAB STRATEGIC TR56.7K shares1.58%2026-03-312026-04-24

EFG ISHARES TR15.2K shares-17.36%2026-03-312026-04-24

BITB BITWISE BITCOIN ETF TR45.7K shares0.84%2026-03-312026-04-24

QUAL ISHARES TR8.6K shares-57.96%2026-03-312026-04-24

VGT VANGUARD WORLD FD2.3K shares0.21%2026-03-312026-04-24

SCHW SCHWAB CHARLES CORP17.2K shares0.35%2026-03-312026-04-24

VTV VANGUARD INDEX FDS8.2K shares0.17%2026-03-312026-04-24

MA MASTERCARD INCORPORATED3.2K shares-5.48%2026-03-312026-04-24

Sponsored

SCHY SCHWAB STRATEGIC TR50.0K shares7.82%2026-03-312026-04-24

FNDE SCHWAB STRATEGIC TR40.2K shares-69.88%2026-03-312026-04-24

META META PLATFORMS INC2.7K shares3.71%2026-03-312026-04-24

FIG FIGMA INC70.6K sharesnew addition2026-03-312026-04-24

DFAS DIMENSIONAL ETF TRUST20.7K shares-19.69%2026-03-312026-04-24

IYR ISHARES TR15.5K shares-6.34%2026-03-312026-04-24

GLD SPDR GOLD TR3.4K shares3.82%2026-03-312026-04-24

OSEA HARBOR ETF TRUST48.9K shares-40.67%2026-03-312026-04-24

Sponsored

VHT VANGUARD WORLD FD5.1K shares2.65%2026-03-312026-04-24

DVY ISHARES TR8.9K shares3.19%2026-03-312026-04-24

VFLO VICTORY PORTFOLIOS II33.7K shares-28.05%2026-03-312026-04-24

TAFI AB ACTIVE ETFS INC52.8K shares261.21%2026-03-312026-04-24

GS GOLDMAN SACHS GROUP INC1.6K shares1.69%2026-03-312026-04-24

CNEQ THE ALGER ETF TRUST41.5K shares16.12%2026-03-312026-04-24

BROADCOM INC BROADCOM INC4.1K shares16.67%2026-03-312026-04-24

IJK ISHARES TR12.1K shares0.04%2026-03-312026-04-24

Sponsored

SCHC SCHWAB STRATEGIC TR26.0K shares-25.49%2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION1.2K shares31.28%2026-03-312026-04-24

AXP AMERICAN EXPRESS CO3.7K shares9.69%2026-03-312026-04-24

CRM SALESFORCE INC6.0K shares4.34%2026-03-312026-04-24

TSLA TESLA INC2.9K shares78.63%2026-03-312026-04-24

SPYM SPDR SERIES TRUST14.0K shares1.05%2026-03-312026-04-24

TLH ISHARES TR10.5K shares57.87%2026-03-312026-04-24

HEI HEICO CORP NEW3.8K shares-10.98%2026-03-312026-04-24

Sponsored

LLY ELI LILLY & CO1.1K shares15.96%2026-03-312026-04-24

NFLX NETFLIX INC.9.9K shares36.59%2026-03-312026-04-24

QQQM INVESCO EXCH TRADED FD TR II3.8K shares5.57%2026-03-312026-04-24

FMUN FIDELITY MERRIMACK STR TR18.4K shares65.19%2026-03-312026-04-24

IWD ISHARES TR4.3K shares-1.55%2026-03-312026-04-24

CSX CSX CORP21.7K shares3.53%2026-03-312026-04-24

RSG REPUBLIC SVCS INC4.0K shares2.49%2026-03-312026-04-24

IGM ISHARES TR7.4K shares0.03%2026-03-312026-04-24

Sponsored

MAR MARRIOTT INTL INC NEW2.7K shares0.60%2026-03-312026-04-24

VLO VALERO ENERGY CORP3.5K shares1.48%2026-03-312026-04-24

VBR VANGUARD INDEX FDS4.0K shares0.13%2026-03-312026-04-24

IVOG VANGUARD ADMIRAL FDS INC6.7K shares0.00%2026-03-312026-04-24

ICE INTERCONTINENTAL EXCHANGE IN5.3K shares0.61%2026-03-312026-04-24

MERCK & CO INC MERCK & CO INC6.9K shares40.02%2026-03-312026-04-24

IVE ISHARES TR3.9K shares0.18%2026-03-312026-04-24

IBM INTERNATIONAL BUSINESS MACHS3.3K shares97.45%2026-03-312026-04-24

Sponsored

VGSH VANGUARD SCOTTSDALE FDS13.4K shares-27.29%2026-03-312026-04-24

XLK SELECT SECTOR SPDR TR5.9K shares0.00%2026-03-312026-04-24

CITIGROUP INC CITIGROUP INC6.8K shares51.72%2026-03-312026-04-24

KO COCA COLA CO10.2K shares0.98%2026-03-312026-04-24

VV VANGUARD INDEX FDS2.6K shares0.00%2026-03-312026-04-24

SPYV SPDR SERIES TRUST13.2K shares0.35%2026-03-312026-04-24

EEM ISHARES TR13.0K shares-0.95%2026-03-312026-04-24

GBTC GRAYSCALE BITCOIN TRUST ETF14.0K shares10.48%2026-03-312026-04-24

Sponsored

CMCSA COMCAST CORP NEW25.6K shares-2.74%2026-03-312026-04-24

MGC VANGUARD WORLD FD3.0K shares-0.10%2026-03-312026-04-24

LMBS FIRST TR EXCHANGE-TRADED FD14.4K shares-16.58%2026-03-312026-04-24

CAT CATERPILLAR INC997 shares15.13%2026-03-312026-04-24

VTEB VANGUARD MUN BD FDS13.7K shares0.57%2026-03-312026-04-24

IDEQ LAZARD ACTIVE ETF TR21.0K sharesnew addition2026-03-312026-04-24

IDVO AMPLIFY ETF TR16.0K shares40.08%2026-03-312026-04-24

HYDB ISHARES TR13.8K shares-12.99%2026-03-312026-04-24

Sponsored

PEP PEPSICO INC4.1K shares27.35%2026-03-312026-04-24

ORCL ORACLE CORP4.2K shares37.28%2026-03-312026-04-24

DGRW WISDOMTREE TR7.0K shares101.78%2026-03-312026-04-24

XLF SELECT SECTOR SPDR TR12.2K shares-0.02%2026-03-312026-04-24

IWN ISHARES TR3.0K shares0.07%2026-03-312026-04-24

NEE NEXTERA ENERGY INC5.9K shares26.73%2026-03-312026-04-24

CEG CONSTELLATION ENERGY CORP1.9K shares1.95%2026-03-312026-04-24

MGK VANGUARD WORLD FD1.5K shares-3.10%2026-03-312026-04-24

Sponsored

V VISA INC1.8K shares14.20%2026-03-312026-04-24

HON HONEYWELL INTL INC2.4K shares-12.06%2026-03-312026-04-24

HD HOME DEPOT INC1.6K shares152.61%2026-03-312026-04-24

XPO XPO INC2.6K shares0.23%2026-03-312026-04-24

XLE SELECT SECTOR SPDR TR8.1K shares-38.10%2026-03-312026-04-24

VPLS VANGUARD MALVERN FDS6.3K sharesnew addition2026-03-312026-04-24

SPGI S&P GLOBAL INC1.1K shares3.12%2026-03-312026-04-24

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.4K shares-6.33%2026-03-312026-04-24

Sponsored

TLT ISHARES TR5.4K shares23.47%2026-03-312026-04-24

FNDX SCHWAB STRATEGIC TR16.8K shares1.18%2026-03-312026-04-24

FNDF SCHWAB STRATEGIC TR9.4K shares93.19%2026-03-312026-04-24

BALI BLACKROCK ETF TRUST14.9K shares33.94%2026-03-312026-04-24

UNP UNION PAC CORP1.9K shares1.94%2026-03-312026-04-24

HWM HOWMET AEROSPACE INC1.9K shares14.72%2026-03-312026-04-24

GLW CORNING INC3.2K sharesnew addition2026-03-312026-04-24

VXF VANGUARD INDEX FDS2.1K sharesnew addition2026-03-312026-04-24

Sponsored

IWB ISHARES TR1.2K shares0.08%2026-03-312026-04-24

NEAR ISHARES U S ETF TR8.1K shares-36.26%2026-03-312026-04-24

BMY BRISTOL-MYERS SQUIBB CO6.7K sharesnew addition2026-03-312026-04-24

AVIV AMERICAN CENTY ETF TR5.4K sharesnew addition2026-03-312026-04-24

CWB SPDR SERIES TRUST4.4K shares3.80%2026-03-312026-04-24

SMH VANECK ETF TRUST1.0K shares0.00%2026-03-312026-04-24

EATON CORP PLC EATON CORP PLC1.1K shares8.49%2026-03-312026-04-24

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.0K shares0.15%2026-03-312026-04-24

Sponsored

MU MICRON TECHNOLOGY INC1.1K shares-69.13%2026-03-312026-04-24

MLPX GLOBAL X FDS5.0K shares-20.99%2026-03-312026-04-24

VOE VANGUARD INDEX FDS2.0K shares0.10%2026-03-312026-04-24

SCZ ISHARES TR4.6K shares-0.06%2026-03-312026-04-24

XMAG TIDAL TRUST II16.4K sharesnew addition2026-03-312026-04-24

PFE PFIZER INC12.8K shares10.13%2026-03-312026-04-24

DUSB DIMENSIONAL ETF TRUST7.0K sharesnew addition2026-03-312026-04-24

VTWG VANGUARD SCOTTSDALE FDS1.5K shares0.00%2026-03-312026-04-24

Sponsored

IBIT ISHARES BITCOIN TRUST ETF9.1K shares-10.16%2026-03-312026-04-24

WFC WELLS FARGO & CO4.4K shares19.50%2026-03-312026-04-24

APH AMPHENOL CORP2.7K shares3.06%2026-03-312026-04-24

CSPF COHEN & STEERS ETF TRUST13.3K sharesnew addition2026-03-312026-04-24

EWJ ISHARES INC4.0K shares0.00%2026-03-312026-04-24

IXUS ISHARES TR3.9K shares0.00%2026-03-312026-04-24

LMT LOCKHEED MARTIN CORP564 shares26.46%2026-03-312026-04-24

BA BOEING CO1.7K shares33.73%2026-03-312026-04-24

Sponsored

IVOO VANGUARD ADMIRAL FDS INC2.9K shares0.24%2026-03-312026-04-24

DRI DARDEN RESTAURANTS INC1.7K shares2.75%2026-03-312026-04-24

LINDE PLC LINDE PLC663 shares10.87%2026-03-312026-04-24

SCHZ SCHWAB STRATEGIC TR14.2K shares-19.59%2026-03-312026-04-24

FNF FIDELITY NATL FINL INC7.1K shares3.04%2026-03-312026-04-24

IWO ISHARES TR1.0K shares-0.77%2026-03-312026-04-24

SPG SIMON PPTY GROUP INC NEW1.7K shares-28.75%2026-03-312026-04-24

VT VANGUARD INTL EQUITY INDEX F2.3K shares0.13%2026-03-312026-04-24

Sponsored

PAVE GLOBAL X FDS6.2K shares3.32%2026-03-312026-04-24

LFUS LITTELFUSE INC893 shares-11.14%2026-03-312026-04-24

VNQ VANGUARD INDEX FDS3.4K shares-0.18%2026-03-312026-04-24

PSX PHILLIPS 661.6K shares0.68%2026-03-312026-04-24

XLG INVESCO EXCHANGE TRADED FD T5.4K shares0.00%2026-03-312026-04-24

XT ISHARES TR4.3K shares0.00%2026-03-312026-04-24

BSX BOSTON SCIENTIFIC CORP4.6K sharesnew addition2026-03-312026-04-24

VXUS VANGUARD STAR FDS3.7K shares3.51%2026-03-312026-04-24

Sponsored

EMR EMERSON ELEC CO2.2K shares14.44%2026-03-312026-04-24

VO VANGUARD INDEX FDS998 shares-4.68%2026-03-312026-04-24

NOC NORTHROP GRUMMAN CORP412 shares1.73%2026-03-312026-04-24

USFR WISDOMTREE TR5.6K shares-27.55%2026-03-312026-04-24

ARISTA NETWORKS INC ARISTA NETWORKS INC2.3K shares3.13%2026-03-312026-04-24

AMD ADVANCED MICRO DEVICES INC1.3K shares-0.68%2026-03-312026-04-24

DFAC DIMENSIONAL ETF TRUST6.8K shares0.00%2026-03-312026-04-24

QXO QXO INC13.5K sharesnew addition2026-03-312026-04-24

Sponsored

MPC MARATHON PETE CORP1.1K sharesnew addition2026-03-312026-04-24

CMI CUMMINS INC467 sharesnew addition2026-03-312026-04-24

VEA VANGUARD TAX-MANAGED FDS3.9K shares-2.44%2026-03-312026-04-24

PGR PROGRESSIVE CORP1.3K shares39.82%2026-03-312026-04-24

SUB ISHARES TR2.3K shares0.43%2026-03-312026-04-24

SHOP SHOPIFY INC2.1K shares31.03%2026-03-312026-04-24

QLTA ISHARES TR5.2K shares-26.61%2026-03-312026-04-24

HSY HERSHEY CO1.2K sharesnew addition2026-03-312026-04-24

Sponsored

AMGN AMGEN INC694 shares170.04%2026-03-312026-04-24

JEPI J P MORGAN EXCHANGE TRADED F4.2K shares0.62%2026-03-312026-04-24

SCIO FIRST TR EXCHANGE-TRADED FD11.6K shares0.41%2026-03-312026-04-24

LAM RESEARCH CORP LAM RESEARCH CORP1.1K sharesnew addition2026-03-312026-04-24

ORLY OREILLY AUTOMOTIVE INC2.6K shares14.52%2026-03-312026-04-24

NOW SERVICENOW INC2.3K sharesnew addition2026-03-312026-04-24

ISRG INTUITIVE SURGICAL INC509 shares-15.17%2026-03-312026-04-24

GE AEROSPACE GE AEROSPACE824 shares22.44%2026-03-312026-04-24

Sponsored

SCHH SCHWAB STRATEGIC TR10.9K shares-7.06%2026-03-312026-04-24

SHW SHERWIN WILLIAMS CO727 shares7.86%2026-03-312026-04-24

TSM TAIWAN SEMICONDUCTOR MANUFAC685 sharesnew addition2026-03-312026-04-24

UPS UNITED PARCEL SVCS INC2.3K sharesnew addition2026-03-312026-04-24

QCOM QUALCOMM INC1.8K shares-13.47%2026-03-312026-04-24

SYK STRYKER CORPORATION687 shares16.64%2026-03-312026-04-24

ED CONSOLIDATED EDISON INC2.0K sharesnew addition2026-03-312026-04-24

GEV GE VERNOVA INC257 sharesnew addition2026-03-312026-04-24

Sponsored

FTI TECHNIPFMC PLC3.2K sharesnew addition2026-03-312026-04-24

BNDX VANGUARD CHARLOTTE FDS4.6K shares-62.79%2026-03-312026-04-24

EXC EXELON CORP4.5K sharesnew addition2026-03-312026-04-24

PANW PALO ALTO NETWORKS INC1.4K shares-10.78%2026-03-312026-04-24

IGEB ISHARES TR4.8K sharesnew addition2026-03-312026-04-24

ITA ISHARES TR984 shares0.10%2026-03-312026-04-24

UNILEVER PLC UNILEVER PLC3.7K shares11.51%2026-03-312026-04-24

VZ VERIZON COMMUNICATIONS INC4.2K sharesnew addition2026-03-312026-04-24

Sponsored

IDXX IDEXX LABS INC377 sharesnew addition2026-03-312026-04-24

VTWO VANGUARD SCOTTSDALE FDS2.1K shares0.10%2026-03-312026-04-24

DELL DELL TECHNOLOGIES INC1.3K sharesnew addition2026-03-312026-04-24

CLOA BLACKROCK ETF TRUST II4.0K sharesnew addition2026-03-312026-04-24

MS MORGAN STANLEY1.3K sharesnew addition2026-03-312026-04-24

MORGAN STANLEY ETF TRUST MORGAN STANLEY ETF TRUST4.1K sharesnew addition2026-03-312026-04-24

TPR TAPESTRY INC1.4K sharesnew addition2026-03-312026-04-24

IBB ISHARES TR1.2K sharesnew addition2026-03-312026-04-24

Sponsored

PUTNAM ETF TRUST PUTNAM ETF TRUST18.2K sharesnew addition2026-03-312026-04-24

CHIMERA INVT CORP CHIMERA INVT CORP12.2K shares0.00%2026-03-312026-04-24

EOSE EOS ENERGY ENTERPRISES INC16.1K shares34.17%2026-03-312026-04-24

PCT PURECYCLE TECHNOLOGIES INC14.4K shares-2.04%2026-03-312026-04-24

TELA TELA BIO INC118.2K shares6.16%2026-03-312026-04-24

INVESCO QQQ TR

-6.46%

Shares101.3K

Event2026-03-31

Filed2026-04-24

SPY

STATE STR SPDR S&P 500 ETF T

-5.73%

Shares74.0K

Event2026-03-31

Filed2026-04-24

DYNF

BLACKROCK ETF TRUST

20.72%

Shares627.2K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

4.72%

Shares143.5K

Event2026-03-31

Filed2026-04-24

PVAL

PUTNAM ETF TRUST

26.04%

Shares765.0K

Event2026-03-31

Filed2026-04-24

SCHX

SCHWAB STRATEGIC TR

-11.63%

Shares1.3M

Event2026-03-31

Filed2026-04-24

PULS

PGIM ETF TR

11.81%

Shares494.3K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

6.36%

Shares57.4K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

7.84%

Shares70.3K

Event2026-03-31

Filed2026-04-24

DFIV

DIMENSIONAL ETF TRUST

0.76%

Shares382.4K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

2.59%

Shares98.5K

Event2026-03-31

Filed2026-04-24

IVV

ISHARES TR

36.73%

Shares26.1K

Event2026-03-31

Filed2026-04-24

IWV

ISHARES TR

5.05%

Shares42.8K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

6.54%

Shares52.4K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

0.50%

Shares31.9K

Event2026-03-31

Filed2026-04-24

CORO

BLACKROCK ETF TRUST

1184.48%

Shares450.2K

Event2026-03-31

Filed2026-04-24

DBEF

DBX ETF TR

-11.14%

Shares256.5K

Event2026-03-31

Filed2026-04-24

FWD

AB ACTIVE ETFS INC

24.03%

Shares115.4K

Event2026-03-31

Filed2026-04-24

THRO

BLACKROCK ETF TRUST

41.63%

Shares342.5K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

30.17%

Shares55.1K

Event2026-03-31

Filed2026-04-24

CME

CME GROUP INC

-13.52%

Shares38.1K

Event2026-03-31

Filed2026-04-24

DFUS

DIMENSIONAL ETF TRUST

0.20%

Shares153.9K

Event2026-03-31

Filed2026-04-24

IVW

ISHARES TR

43.94%

Shares88.8K

Event2026-03-31

Filed2026-04-24

BLACKSTONE INC

18.37%

Shares84.3K

Event2026-03-31

Filed2026-04-24

CBOE

CBOE GLOBAL MKTS INC

-7.89%

Shares34.3K

Event2026-03-31

Filed2026-04-24

IJR

ISHARES TR

-2.17%

Shares73.9K

Event2026-03-31

Filed2026-04-24

JCPB

J P MORGAN EXCHANGE TRADED F

49.55%

Shares188.0K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

-0.39%

Shares14.2K

Event2026-03-31

Filed2026-04-24

SCHB

SCHWAB STRATEGIC TR

-2.43%

Shares299.1K

Event2026-03-31

Filed2026-04-24

BAI

BLACKROCK ETF TRUST

71.14%

Shares216.1K

Event2026-03-31

Filed2026-04-24

VYM

VANGUARD WHITEHALL FDS

-1.28%

Shares45.8K

Event2026-03-31

Filed2026-04-24

IWF

ISHARES TR

1.46%

Shares14.6K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON

10.81%

Shares23.7K

Event2026-03-31

Filed2026-04-24

BINC

BLACKROCK ETF TRUST II

6.09%

Shares109.8K

Event2026-03-31

Filed2026-04-24

SHLD

GLOBAL X FDS

123.87%

Shares79.3K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

2.16%

Shares32.2K

Event2026-03-31

Filed2026-04-24

BLACKROCK INC

5.84%

Shares5.6K

Event2026-03-31

Filed2026-04-24

CSCO

CISCO SYS INC

6.82%

Shares68.1K

Event2026-03-31

Filed2026-04-24

BAC

BANK AMERICA CORP

15.14%

Shares107.9K

Event2026-03-31

Filed2026-04-24

2023 ETF SERIES TRUST

697.32%

Shares148.1K

Event2026-03-31

Filed2026-04-24

HDV

ISHARES TR

8.54%

Shares37.4K

Event2026-03-31

Filed2026-04-24

SCHV

SCHWAB STRATEGIC TR

-3.22%

Shares155.3K

Event2026-03-31

Filed2026-04-24

ABBV

ABBVIE INC

4.31%

Shares19.9K

Event2026-03-31

Filed2026-04-24

VTI

VANGUARD INDEX FDS

-1.58%

Shares12.8K

Event2026-03-31

Filed2026-04-24

SCHG

SCHWAB STRATEGIC TR

-0.21%

Shares137.2K

Event2026-03-31

Filed2026-04-24

SCHA

SCHWAB STRATEGIC TR

1.50%

Shares132.4K

Event2026-03-31

Filed2026-04-24

VIG

VANGUARD SPECIALIZED FUNDS

-0.79%

Shares17.9K

Event2026-03-31

Filed2026-04-24

DEERE & CO

0.41%

Shares6.7K

Event2026-03-31

Filed2026-04-24

DFUV

DIMENSIONAL ETF TRUST

-21.21%

Shares75.7K

Event2026-03-31

Filed2026-04-24

XLV

SELECT SECTOR SPDR TR

-2.14%

Shares24.4K

Event2026-03-31

Filed2026-04-24

BLCR

BLACKROCK ETF TRUST

New

Shares85.8K

Event2026-03-31

Filed2026-04-24

VUG

VANGUARD INDEX FDS

-3.73%

Shares7.6K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

3.18%

Shares11.5K

Event2026-03-31

Filed2026-04-24

IJH

ISHARES TR

-0.21%

Shares48.7K

Event2026-03-31

Filed2026-04-24

PLTR

PALANTIR TECHNOLOGIES INC

2.81%

Shares21.7K

Event2026-03-31

Filed2026-04-24

ABT

ABBOTT LABORATORIES

0.32%

Shares30.8K

Event2026-03-31

Filed2026-04-24

SCHF

SCHWAB STRATEGIC TR

3.08%

Shares123.6K

Event2026-03-31

Filed2026-04-24

IDMO

INVESCO EXCH TRADED FD TR II

-16.29%

Shares51.6K

Event2026-03-31

Filed2026-04-24

VTHR

VANGUARD SCOTTSDALE FDS

0.26%

Shares9.6K

Event2026-03-31

Filed2026-04-24

VONG

VANGUARD SCOTTSDALE FDS

27.05%

Shares23.3K

Event2026-03-31

Filed2026-04-24

RYAN

RYAN SPECIALTY HOLDINGS INC

-5.84%

Shares74.3K

Event2026-03-31

Filed2026-04-24

GENERAL DYNAMICS CORP

2.95%

Shares7.1K

Event2026-03-31

Filed2026-04-24

EFA

ISHARES TR

-0.22%

Shares23.6K

Event2026-03-31

Filed2026-04-24

VONV

VANGUARD SCOTTSDALE FDS

0.00%

Shares24.3K

Event2026-03-31

Filed2026-04-24

FLMI

FRANKLIN TEMPLETON ETF TR

74.90%

Shares90.9K

Event2026-03-31

Filed2026-04-24

ASCE

ALLSPRING EXCHANGE TRADED FU

85.92%

Shares80.5K

Event2026-03-31

Filed2026-04-24

WMT

WALMART INC

11.12%

Shares17.6K

Event2026-03-31

Filed2026-04-24

MCD

MCDONALDS CORP

1.41%

Shares6.9K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

1.62%

Shares10.2K

Event2026-03-31

Filed2026-04-24

RTX

RTX CORPORATION

5.69%

Shares10.9K

Event2026-03-31

Filed2026-04-24

MDY

STATE STR SPDR S&P MIDCAP 40

14.17%

Shares3.3K

Event2026-03-31

Filed2026-04-24

DIA

STATE STR SPDR DOW JONES IND

0.09%

Shares4.3K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

0.22%

Shares7.4K

Event2026-03-31

Filed2026-04-24

BXSL

BLACKSTONE SECD LENDING FD

-3.59%

Shares82.2K

Event2026-03-31

Filed2026-04-24

SCHD

SCHWAB STRATEGIC TR

2.26%

Shares62.9K

Event2026-03-31

Filed2026-04-24

ISHARES GOLD TR

5.56%

Shares21.8K

Event2026-03-31

Filed2026-04-24

SCHE

SCHWAB STRATEGIC TR

-11.35%

Shares57.2K

Event2026-03-31

Filed2026-04-24

MBS

ANGEL OAK FUNDS TRUST

42.05%

Shares217.2K

Event2026-03-31

Filed2026-04-24

PROCTER & GAMBLE CO

2.16%

Shares12.7K

Event2026-03-31

Filed2026-04-24

IEFA

ISHARES TR

-0.05%

Shares20.0K

Event2026-03-31

Filed2026-04-24

SCHM

SCHWAB STRATEGIC TR

1.58%

Shares56.7K

Event2026-03-31

Filed2026-04-24

EFG

ISHARES TR

-17.36%

Shares15.2K

Event2026-03-31

Filed2026-04-24

BITB

BITWISE BITCOIN ETF TR

0.84%

Shares45.7K

Event2026-03-31

Filed2026-04-24

QUAL

ISHARES TR

-57.96%

Shares8.6K

Event2026-03-31

Filed2026-04-24

VGT

VANGUARD WORLD FD

0.21%

Shares2.3K

Event2026-03-31

Filed2026-04-24

SCHW

SCHWAB CHARLES CORP

0.35%

Shares17.2K

Event2026-03-31

Filed2026-04-24

VTV

VANGUARD INDEX FDS

0.17%

Shares8.2K

Event2026-03-31

Filed2026-04-24

MASTERCARD INCORPORATED

-5.48%

Shares3.2K

Event2026-03-31

Filed2026-04-24

SCHY

SCHWAB STRATEGIC TR

7.82%

Shares50.0K

Event2026-03-31

Filed2026-04-24

FNDE

SCHWAB STRATEGIC TR

-69.88%

Shares40.2K

Event2026-03-31

Filed2026-04-24

META

META PLATFORMS INC

3.71%

Shares2.7K

Event2026-03-31

Filed2026-04-24

FIG

FIGMA INC

New

Shares70.6K

Event2026-03-31

Filed2026-04-24

DFAS

DIMENSIONAL ETF TRUST

-19.69%

Shares20.7K

Event2026-03-31

Filed2026-04-24

IYR

ISHARES TR

-6.34%

Shares15.5K

Event2026-03-31

Filed2026-04-24

GLD

SPDR GOLD TR

3.82%

Shares3.4K

Event2026-03-31

Filed2026-04-24

OSEA

HARBOR ETF TRUST

-40.67%

Shares48.9K

Event2026-03-31

Filed2026-04-24

VHT

VANGUARD WORLD FD

2.65%

Shares5.1K

Event2026-03-31

Filed2026-04-24

DVY

ISHARES TR

3.19%

Shares8.9K

Event2026-03-31

Filed2026-04-24

VFLO

VICTORY PORTFOLIOS II

-28.05%

Shares33.7K

Event2026-03-31

Filed2026-04-24

TAFI

AB ACTIVE ETFS INC

261.21%

Shares52.8K

Event2026-03-31

Filed2026-04-24

GOLDMAN SACHS GROUP INC

1.69%

Shares1.6K

Event2026-03-31

Filed2026-04-24

CNEQ

THE ALGER ETF TRUST

16.12%

Shares41.5K

Event2026-03-31

Filed2026-04-24

BROADCOM INC

16.67%

Shares4.1K

Event2026-03-31

Filed2026-04-24

IJK

ISHARES TR

0.04%

Shares12.1K

Event2026-03-31

Filed2026-04-24

SCHC

SCHWAB STRATEGIC TR

-25.49%

Shares26.0K

Event2026-03-31

Filed2026-04-24

COST

COSTCO WHOLESALE CORPORATION

31.28%

Shares1.2K

Event2026-03-31

Filed2026-04-24

AXP

AMERICAN EXPRESS CO

9.69%

Shares3.7K

Event2026-03-31

Filed2026-04-24

CRM

SALESFORCE INC

4.34%

Shares6.0K

Event2026-03-31

Filed2026-04-24

TSLA

TESLA INC

78.63%

Shares2.9K

Event2026-03-31

Filed2026-04-24

SPYM

SPDR SERIES TRUST

1.05%

Shares14.0K

Event2026-03-31

Filed2026-04-24

TLH

ISHARES TR

57.87%

Shares10.5K

Event2026-03-31

Filed2026-04-24

HEI

HEICO CORP NEW

-10.98%

Shares3.8K

Event2026-03-31

Filed2026-04-24

LLY

ELI LILLY & CO

15.96%

Shares1.1K

Event2026-03-31

Filed2026-04-24

NFLX

NETFLIX INC.

36.59%

Shares9.9K

Event2026-03-31

Filed2026-04-24

QQQM

INVESCO EXCH TRADED FD TR II

5.57%

Shares3.8K

Event2026-03-31

Filed2026-04-24

FMUN

FIDELITY MERRIMACK STR TR

65.19%

Shares18.4K

Event2026-03-31

Filed2026-04-24

IWD

ISHARES TR

-1.55%

Shares4.3K

Event2026-03-31

Filed2026-04-24

CSX

CSX CORP

3.53%

Shares21.7K

Event2026-03-31

Filed2026-04-24

RSG

REPUBLIC SVCS INC

2.49%

Shares4.0K

Event2026-03-31

Filed2026-04-24

IGM

ISHARES TR

0.03%

Shares7.4K

Event2026-03-31

Filed2026-04-24

MAR

MARRIOTT INTL INC NEW

0.60%

Shares2.7K

Event2026-03-31

Filed2026-04-24

VLO

VALERO ENERGY CORP

1.48%

Shares3.5K

Event2026-03-31

Filed2026-04-24

VBR

VANGUARD INDEX FDS

0.13%

Shares4.0K

Event2026-03-31

Filed2026-04-24

IVOG

VANGUARD ADMIRAL FDS INC

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-24

ICE

INTERCONTINENTAL EXCHANGE IN

0.61%

Shares5.3K

Event2026-03-31

Filed2026-04-24

MERCK & CO INC

40.02%

Shares6.9K

Event2026-03-31

Filed2026-04-24

IVE

ISHARES TR

0.18%

Shares3.9K

Event2026-03-31

Filed2026-04-24

IBM

INTERNATIONAL BUSINESS MACHS

97.45%

Shares3.3K

Event2026-03-31

Filed2026-04-24

VGSH

VANGUARD SCOTTSDALE FDS

-27.29%

Shares13.4K

Event2026-03-31

Filed2026-04-24

XLK

SELECT SECTOR SPDR TR

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-24

CITIGROUP INC

51.72%

Shares6.8K

Event2026-03-31

Filed2026-04-24

COCA COLA CO

0.98%

Shares10.2K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-24

SPYV

SPDR SERIES TRUST

0.35%

Shares13.2K

Event2026-03-31

Filed2026-04-24

EEM

ISHARES TR

-0.95%

Shares13.0K

Event2026-03-31

Filed2026-04-24

GBTC

GRAYSCALE BITCOIN TRUST ETF

10.48%

Shares14.0K

Event2026-03-31

Filed2026-04-24

CMCSA

COMCAST CORP NEW

-2.74%

Shares25.6K

Event2026-03-31

Filed2026-04-24

MGC

VANGUARD WORLD FD

-0.10%

Shares3.0K

Event2026-03-31

Filed2026-04-24

LMBS

FIRST TR EXCHANGE-TRADED FD

-16.58%

Shares14.4K

Event2026-03-31

Filed2026-04-24

CAT

CATERPILLAR INC

15.13%

Shares997

Event2026-03-31

Filed2026-04-24

VTEB

VANGUARD MUN BD FDS

0.57%

Shares13.7K

Event2026-03-31

Filed2026-04-24

IDEQ

LAZARD ACTIVE ETF TR

New

Shares21.0K

Event2026-03-31

Filed2026-04-24

IDVO

AMPLIFY ETF TR

40.08%

Shares16.0K

Event2026-03-31

Filed2026-04-24

HYDB

ISHARES TR

-12.99%

Shares13.8K

Event2026-03-31

Filed2026-04-24

PEP

PEPSICO INC

27.35%

Shares4.1K

Event2026-03-31

Filed2026-04-24

ORCL

ORACLE CORP

37.28%

Shares4.2K

Event2026-03-31

Filed2026-04-24

DGRW

WISDOMTREE TR

101.78%

Shares7.0K

Event2026-03-31

Filed2026-04-24

XLF

SELECT SECTOR SPDR TR

-0.02%

Shares12.2K

Event2026-03-31

Filed2026-04-24

IWN

ISHARES TR

0.07%

Shares3.0K

Event2026-03-31

Filed2026-04-24

NEE

NEXTERA ENERGY INC

26.73%

Shares5.9K

Event2026-03-31

Filed2026-04-24

CEG

CONSTELLATION ENERGY CORP

1.95%

Shares1.9K

Event2026-03-31

Filed2026-04-24

MGK

VANGUARD WORLD FD

-3.10%

Shares1.5K

Event2026-03-31

Filed2026-04-24

VISA INC

14.20%

Shares1.8K

Event2026-03-31

Filed2026-04-24

HON

HONEYWELL INTL INC

-12.06%

Shares2.4K

Event2026-03-31

Filed2026-04-24

HOME DEPOT INC

152.61%

Shares1.6K

Event2026-03-31

Filed2026-04-24

XPO

XPO INC

0.23%

Shares2.6K

Event2026-03-31

Filed2026-04-24

XLE

SELECT SECTOR SPDR TR

-38.10%

Shares8.1K

Event2026-03-31

Filed2026-04-24

VPLS

VANGUARD MALVERN FDS

New

Shares6.3K

Event2026-03-31

Filed2026-04-24

SPGI

S&P GLOBAL INC

3.12%

Shares1.1K

Event2026-03-31

Filed2026-04-24

ACCENTURE PLC IRELAND

-6.33%

Shares2.4K

Event2026-03-31

Filed2026-04-24

TLT

ISHARES TR

23.47%

Shares5.4K

Event2026-03-31

Filed2026-04-24

FNDX

SCHWAB STRATEGIC TR

1.18%

Shares16.8K

Event2026-03-31

Filed2026-04-24

FNDF

SCHWAB STRATEGIC TR

93.19%

Shares9.4K

Event2026-03-31

Filed2026-04-24

BALI

BLACKROCK ETF TRUST

33.94%

Shares14.9K

Event2026-03-31

Filed2026-04-24

UNP

UNION PAC CORP

1.94%

Shares1.9K

Event2026-03-31

Filed2026-04-24

HWM

HOWMET AEROSPACE INC

14.72%

Shares1.9K

Event2026-03-31

Filed2026-04-24

GLW

CORNING INC

New

Shares3.2K

Event2026-03-31

Filed2026-04-24

VXF

VANGUARD INDEX FDS

New

Shares2.1K

Event2026-03-31

Filed2026-04-24

IWB

ISHARES TR

0.08%

Shares1.2K

Event2026-03-31

Filed2026-04-24

NEAR

ISHARES U S ETF TR

-36.26%

Shares8.1K

Event2026-03-31

Filed2026-04-24

BMY

BRISTOL-MYERS SQUIBB CO

New

Shares6.7K

Event2026-03-31

Filed2026-04-24

AVIV

AMERICAN CENTY ETF TR

New

Shares5.4K

Event2026-03-31

Filed2026-04-24

CWB

SPDR SERIES TRUST

3.80%

Shares4.4K

Event2026-03-31

Filed2026-04-24

SMH

VANECK ETF TRUST

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-24

EATON CORP PLC

8.49%

Shares1.1K

Event2026-03-31

Filed2026-04-24

INVESCO EXCHANGE TRADED FD T

0.15%

Shares2.0K

Event2026-03-31

Filed2026-04-24

MICRON TECHNOLOGY INC

-69.13%

Shares1.1K

Event2026-03-31

Filed2026-04-24

MLPX

GLOBAL X FDS

-20.99%

Shares5.0K

Event2026-03-31

Filed2026-04-24

VOE

VANGUARD INDEX FDS

0.10%

Shares2.0K

Event2026-03-31

Filed2026-04-24

SCZ

ISHARES TR

-0.06%

Shares4.6K

Event2026-03-31

Filed2026-04-24

XMAG

TIDAL TRUST II

New

Shares16.4K

Event2026-03-31

Filed2026-04-24

PFE

PFIZER INC

10.13%

Shares12.8K

Event2026-03-31

Filed2026-04-24

DUSB

DIMENSIONAL ETF TRUST

New

Shares7.0K

Event2026-03-31

Filed2026-04-24

VTWG

VANGUARD SCOTTSDALE FDS

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-24

IBIT

ISHARES BITCOIN TRUST ETF

-10.16%

Shares9.1K

Event2026-03-31

Filed2026-04-24

WFC

WELLS FARGO & CO

19.50%

Shares4.4K

Event2026-03-31

Filed2026-04-24

APH

AMPHENOL CORP

3.06%

Shares2.7K

Event2026-03-31

Filed2026-04-24

CSPF

COHEN & STEERS ETF TRUST

New

Shares13.3K

Event2026-03-31

Filed2026-04-24

EWJ

ISHARES INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-24

IXUS

ISHARES TR

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-24

LMT

LOCKHEED MARTIN CORP

26.46%

Shares564

Event2026-03-31

Filed2026-04-24

BOEING CO

33.73%

Shares1.7K

Event2026-03-31

Filed2026-04-24

IVOO

VANGUARD ADMIRAL FDS INC

0.24%

Shares2.9K

Event2026-03-31

Filed2026-04-24

DRI

DARDEN RESTAURANTS INC

2.75%

Shares1.7K

Event2026-03-31

Filed2026-04-24

LINDE PLC

10.87%

Shares663

Event2026-03-31

Filed2026-04-24

SCHZ

SCHWAB STRATEGIC TR

-19.59%

Shares14.2K

Event2026-03-31

Filed2026-04-24

FNF

FIDELITY NATL FINL INC

3.04%

Shares7.1K

Event2026-03-31

Filed2026-04-24

IWO

ISHARES TR

-0.77%

Shares1.0K

Event2026-03-31

Filed2026-04-24

SPG

SIMON PPTY GROUP INC NEW

-28.75%

Shares1.7K

Event2026-03-31

Filed2026-04-24

VANGUARD INTL EQUITY INDEX F

0.13%

Shares2.3K

Event2026-03-31

Filed2026-04-24

PAVE

GLOBAL X FDS

3.32%

Shares6.2K

Event2026-03-31

Filed2026-04-24

LFUS

LITTELFUSE INC

-11.14%

Shares893

Event2026-03-31

Filed2026-04-24

VNQ

VANGUARD INDEX FDS

-0.18%

Shares3.4K

Event2026-03-31

Filed2026-04-24

PSX

PHILLIPS 66

0.68%

Shares1.6K

Event2026-03-31

Filed2026-04-24

XLG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-24

ISHARES TR

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-24

BSX

BOSTON SCIENTIFIC CORP

New

Shares4.6K

Event2026-03-31

Filed2026-04-24

VXUS

VANGUARD STAR FDS

3.51%

Shares3.7K

Event2026-03-31

Filed2026-04-24

EMR

EMERSON ELEC CO

14.44%

Shares2.2K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

-4.68%

Shares998

Event2026-03-31

Filed2026-04-24

NOC

NORTHROP GRUMMAN CORP

1.73%

Shares412

Event2026-03-31

Filed2026-04-24

USFR

WISDOMTREE TR

-27.55%

Shares5.6K

Event2026-03-31

Filed2026-04-24

ARISTA NETWORKS INC

3.13%

Shares2.3K

Event2026-03-31

Filed2026-04-24

AMD

ADVANCED MICRO DEVICES INC

-0.68%

Shares1.3K

Event2026-03-31

Filed2026-04-24

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares6.8K

Event2026-03-31

Filed2026-04-24

QXO

QXO INC

New

Shares13.5K

Event2026-03-31

Filed2026-04-24

MPC

MARATHON PETE CORP

New

Shares1.1K

Event2026-03-31

Filed2026-04-24

CMI

CUMMINS INC

New

Shares467

Event2026-03-31

Filed2026-04-24

VEA

VANGUARD TAX-MANAGED FDS

-2.44%

Shares3.9K

Event2026-03-31

Filed2026-04-24

PGR

PROGRESSIVE CORP

39.82%

Shares1.3K

Event2026-03-31

Filed2026-04-24

SUB

ISHARES TR

0.43%

Shares2.3K

Event2026-03-31

Filed2026-04-24

SHOP

SHOPIFY INC

31.03%

Shares2.1K

Event2026-03-31

Filed2026-04-24

QLTA

ISHARES TR

-26.61%

Shares5.2K

Event2026-03-31

Filed2026-04-24

HSY

HERSHEY CO

New

Shares1.2K

Event2026-03-31

Filed2026-04-24

AMGN

AMGEN INC

170.04%

Shares694

Event2026-03-31

Filed2026-04-24

JEPI

J P MORGAN EXCHANGE TRADED F

0.62%

Shares4.2K

Event2026-03-31

Filed2026-04-24

SCIO

FIRST TR EXCHANGE-TRADED FD

0.41%

Shares11.6K

Event2026-03-31

Filed2026-04-24

LAM RESEARCH CORP

New

Shares1.1K

Event2026-03-31

Filed2026-04-24

ORLY

OREILLY AUTOMOTIVE INC

14.52%

Shares2.6K

Event2026-03-31

Filed2026-04-24

NOW

SERVICENOW INC

New

Shares2.3K

Event2026-03-31

Filed2026-04-24

ISRG

INTUITIVE SURGICAL INC

-15.17%

Shares509

Event2026-03-31

Filed2026-04-24

GE AEROSPACE

22.44%

Shares824

Event2026-03-31

Filed2026-04-24

SCHH

SCHWAB STRATEGIC TR

-7.06%

Shares10.9K

Event2026-03-31

Filed2026-04-24

SHW

SHERWIN WILLIAMS CO

7.86%

Shares727

Event2026-03-31

Filed2026-04-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares685

Event2026-03-31

Filed2026-04-24

UPS

UNITED PARCEL SVCS INC

New

Shares2.3K

Event2026-03-31

Filed2026-04-24

QCOM

QUALCOMM INC

-13.47%

Shares1.8K

Event2026-03-31

Filed2026-04-24

SYK

STRYKER CORPORATION

16.64%

Shares687

Event2026-03-31

Filed2026-04-24

CONSOLIDATED EDISON INC

New

Shares2.0K

Event2026-03-31

Filed2026-04-24

GEV

GE VERNOVA INC

New

Shares257

Event2026-03-31

Filed2026-04-24

FTI

TECHNIPFMC PLC

New

Shares3.2K

Event2026-03-31

Filed2026-04-24

BNDX

VANGUARD CHARLOTTE FDS

-62.79%

Shares4.6K

Event2026-03-31

Filed2026-04-24

EXC

EXELON CORP

New

Shares4.5K

Event2026-03-31

Filed2026-04-24

PANW

PALO ALTO NETWORKS INC

-10.78%

Shares1.4K

Event2026-03-31

Filed2026-04-24

IGEB

ISHARES TR

New

Shares4.8K

Event2026-03-31

Filed2026-04-24

ITA

ISHARES TR

0.10%

Shares984

Event2026-03-31

Filed2026-04-24

UNILEVER PLC

11.51%

Shares3.7K

Event2026-03-31

Filed2026-04-24

VERIZON COMMUNICATIONS INC

New

Shares4.2K

Event2026-03-31

Filed2026-04-24

IDXX

IDEXX LABS INC

New

Shares377

Event2026-03-31

Filed2026-04-24

VTWO

VANGUARD SCOTTSDALE FDS

0.10%

Shares2.1K

Event2026-03-31

Filed2026-04-24

DELL

DELL TECHNOLOGIES INC

New

Shares1.3K

Event2026-03-31

Filed2026-04-24

CLOA

BLACKROCK ETF TRUST II

New

Shares4.0K

Event2026-03-31

Filed2026-04-24

MORGAN STANLEY

New

Shares1.3K

Event2026-03-31

Filed2026-04-24

MORGAN STANLEY ETF TRUST

New

Shares4.1K

Event2026-03-31

Filed2026-04-24

TPR

TAPESTRY INC

New

Shares1.4K

Event2026-03-31

Filed2026-04-24

IBB

ISHARES TR

New

Shares1.2K

Event2026-03-31

Filed2026-04-24

PUTNAM ETF TRUST

New

Shares18.2K

Event2026-03-31

Filed2026-04-24

CHIMERA INVT CORP

0.00%

Shares12.2K

Event2026-03-31

Filed2026-04-24

EOSE

EOS ENERGY ENTERPRISES INC

34.17%

Shares16.1K

Event2026-03-31

Filed2026-04-24

PCT

PURECYCLE TECHNOLOGIES INC

-2.04%

Shares14.4K

Event2026-03-31

Filed2026-04-24

TELA

TELA BIO INC

6.16%

Shares118.2K

Event2026-03-31

Filed2026-04-24

Call Option Holdings

GLD Call CallSPDR GOLD TR100 sharesnew addition2026-03-312026-04-24

FIG Call CallFIGMA INC2.0K sharesnew addition2026-03-312026-04-24

EOSE Call CallEOS ENERGY ENTERPRISES INC2.4K shares-68.42%2026-03-312026-04-24

PCT Call CallPURECYCLE TECHNOLOGIES INC600 shares-33.33%2026-03-312026-04-24

GLD Call

SPDR GOLD TR

New

Shares100

Event2026-03-31

Filed2026-04-24

FIG Call

FIGMA INC

New

Shares2.0K

Event2026-03-31

Filed2026-04-24

EOSE Call

EOS ENERGY ENTERPRISES INC

-68.42%

Shares2.4K

Event2026-03-31

Filed2026-04-24

PCT Call

PURECYCLE TECHNOLOGIES INC

-33.33%

Shares600

Event2026-03-31

Filed2026-04-24

Put Option Holdings

No put option holdings data available