Sponsored

The Analysis of Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma's Holdings & P&L

Currently, Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma holds 984 types of securities in its portfolio with a total value $5.8B. In the most recent quarter, they have increased their positions in NVDA (+2.0M shares, valued at $341.4M), QUAL (+1.8M shares, valued at $338.9M), IQLT (+6.8M shares, valued at $316.2M); decreased their positions in OZ (-1.4K shares, valued at $77.1K); initiated new positions in NVDA (+2.0M shares, valued at $341.4M), QUAL (+1.8M shares, valued at $338.9M), IQLT (+6.8M shares, valued at $316.2M).

1M P&L

+238.7M+4.08%

3M P&L

+184.0M+3.12%

HY P&L

+553.9M+10.01%

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/A3.6B

66.0%

2Semiconductors411.6M

7.6%

3Consumer Electronics156.0M

2.9%

Top Industries by Stock Count

1N/A242 stocks

26.3%

2Banks - Regional34 stocks

3.7%

3Software - Application28 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION2.0M sharesnew addition2026-03-312026-05-04

QUAL ISHARES TR1.8M sharesnew addition2026-03-312026-05-04

IQLT ISHARES TR6.8M sharesnew addition2026-03-312026-05-04

VTIP VANGUARD MALVERN FDS4.9M sharesnew addition2026-03-312026-05-04

MTUM ISHARES TR960.4K sharesnew addition2026-03-312026-05-04

VCSH VANGUARD SCOTTSDALE FDS2.7M sharesnew addition2026-03-312026-05-04

AAPL APPLE INC612.4K sharesnew addition2026-03-312026-05-04

DFUV DIMENSIONAL ETF TRUST3.2M sharesnew addition2026-03-312026-05-04

Sponsored

EFV ISHARES TR2.0M sharesnew addition2026-03-312026-05-04

IEMG ISHARES INC2.0M sharesnew addition2026-03-312026-05-04

VCIT VANGUARD SCOTTSDALE FDS1.4M sharesnew addition2026-03-312026-05-04

DFIV DIMENSIONAL ETF TRUST1.8M sharesnew addition2026-03-312026-05-04

MSFT MICROSOFT CORP220.7K sharesnew addition2026-03-312026-05-04

VGSH VANGUARD SCOTTSDALE FDS1.2M sharesnew addition2026-03-312026-05-04

VTV VANGUARD INDEX FDS340.2K sharesnew addition2026-03-312026-05-04

AVDV AMERICAN CENTY ETF TR630.6K sharesnew addition2026-03-312026-05-04

Sponsored

SPY STATE STR SPDR S&P 500 ETF T96.4K sharesnew addition2026-03-312026-05-04

AMZN AMAZON COM INC295.6K sharesnew addition2026-03-312026-05-04

META META PLATFORMS INC105.9K sharesnew addition2026-03-312026-05-04

DFA INVT DIMENSIONS GROUP IN DFA INVT DIMENSIONS GROUP IN1.2M sharesnew addition2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS898.9K sharesnew addition2026-03-312026-05-04

DFAT DIMENSIONAL ETF TRUST914.1K sharesnew addition2026-03-312026-05-04

QGRW WISDOMTREE TR1.0M sharesnew addition2026-03-312026-05-04

ALPHABET INC ALPHABET INC170.4K sharesnew addition2026-03-312026-05-04

Sponsored

AVUV AMERICAN CENTY ETF TR414.7K sharesnew addition2026-03-312026-05-04

VNQ VANGUARD INDEX FDS455.5K sharesnew addition2026-03-312026-05-04

SCHC SCHWAB STRATEGIC TR857.1K sharesnew addition2026-03-312026-05-04

SJNK SPDR SERIES TRUST1.5M sharesnew addition2026-03-312026-05-04

CSCO CISCO SYS INC475.8K sharesnew addition2026-03-312026-05-04

BROADCOM INC BROADCOM INC98.8K sharesnew addition2026-03-312026-05-04

VSS VANGUARD INTL EQUITY INDEX F206.4K sharesnew addition2026-03-312026-05-04

TSLA TESLA INC78.7K sharesnew addition2026-03-312026-05-04

Sponsored

SCHF SCHWAB STRATEGIC TR1.1M sharesnew addition2026-03-312026-05-04

VBR VANGUARD INDEX FDS128.5K sharesnew addition2026-03-312026-05-04

DFAC DIMENSIONAL ETF TRUST710.9K sharesnew addition2026-03-312026-05-04

SCHX SCHWAB STRATEGIC TR1.1M sharesnew addition2026-03-312026-05-04

ESGD ISHARES TR281.8K sharesnew addition2026-03-312026-05-04

JPM JPMORGAN CHASE & CO86.8K sharesnew addition2026-03-312026-05-04

DUHP DIMENSIONAL ETF TRUST678.3K sharesnew addition2026-03-312026-05-04

VTI VANGUARD INDEX FDS77.2K sharesnew addition2026-03-312026-05-04

Sponsored

ALPHABET INC ALPHABET INC84.3K sharesnew addition2026-03-312026-05-04

MO ALTRIA GROUP INC359.3K sharesnew addition2026-03-312026-05-04

DFAS DIMENSIONAL ETF TRUST317.3K sharesnew addition2026-03-312026-05-04

IWC ISHARES TR140.7K sharesnew addition2026-03-312026-05-04

FPE FIRST TR EXCH TRADED FD III1.2M sharesnew addition2026-03-312026-05-04

WMT WALMART INC176.3K sharesnew addition2026-03-312026-05-04

JNJ JOHNSON & JOHNSON89.3K sharesnew addition2026-03-312026-05-04

VFMO VANGUARD WELLINGTON FD109.2K sharesnew addition2026-03-312026-05-04

Sponsored

COST COSTCO WHOLESALE CORPORATION21.5K sharesnew addition2026-03-312026-05-04

MGC VANGUARD WORLD FD89.4K sharesnew addition2026-03-312026-05-04

BK BANK NEW YORK MELLON CORP174.0K sharesnew addition2026-03-312026-05-04

VNQI VANGUARD INTL EQUITY INDEX F453.2K sharesnew addition2026-03-312026-05-04

MGK VANGUARD WORLD FD52.2K sharesnew addition2026-03-312026-05-04

EFG ISHARES TR172.1K sharesnew addition2026-03-312026-05-04

FEM FIRST TR EXCH TRD ALPHDX FD617.2K sharesnew addition2026-03-312026-05-04

CMI CUMMINS INC34.1K sharesnew addition2026-03-312026-05-04

Sponsored

NULV NUSHARES ETF TR401.4K sharesnew addition2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL37.7K sharesnew addition2026-03-312026-05-04

STIP ISHARES TR170.3K sharesnew addition2026-03-312026-05-04

MGV VANGUARD WORLD FD121.4K sharesnew addition2026-03-312026-05-04

VV VANGUARD INDEX FDS55.3K sharesnew addition2026-03-312026-05-04

XOM EXXON MOBIL CORP97.0K sharesnew addition2026-03-312026-05-04

IJR ISHARES TR131.6K sharesnew addition2026-03-312026-05-04

INVESCO QQQ TR INVESCO QQQ TR28.2K sharesnew addition2026-03-312026-05-04

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP75.6K sharesnew addition2026-03-312026-05-04

VANGUARD INDEX FDS VANGUARD INDEX FDS26.9K sharesnew addition2026-03-312026-05-04

VWO VANGUARD INTL EQUITY INDEX F292.5K sharesnew addition2026-03-312026-05-04

PM PHILIP MORRIS INTL INC91.0K sharesnew addition2026-03-312026-05-04

LLY ELI LILLY & CO16.3K sharesnew addition2026-03-312026-05-04

T AT&T INC516.5K sharesnew addition2026-03-312026-05-04

SCHE SCHWAB STRATEGIC TR450.4K sharesnew addition2026-03-312026-05-04

IVV ISHARES TR22.4K sharesnew addition2026-03-312026-05-04

Sponsored

GLW CORNING INC104.0K sharesnew addition2026-03-312026-05-04

DELL DELL TECHNOLOGIES INC85.9K sharesnew addition2026-03-312026-05-04

PWR QUANTA SVCS INC25.6K sharesnew addition2026-03-312026-05-04

VB VANGUARD INDEX FDS53.3K sharesnew addition2026-03-312026-05-04

IBM INTERNATIONAL BUSINESS MACHS57.1K sharesnew addition2026-03-312026-05-04

OZ BELPOINTE PREP LLC246.6K shares-0.58%2026-03-312026-05-04

VOE VANGUARD INDEX FDS70.8K sharesnew addition2026-03-312026-05-04

CVX CHEVRON CORPORATION62.2K sharesnew addition2026-03-312026-05-04

Sponsored

SCHA SCHWAB STRATEGIC TR429.2K sharesnew addition2026-03-312026-05-04

ESML ISHARES TR262.5K sharesnew addition2026-03-312026-05-04

ESGE ISHARES INC271.3K sharesnew addition2026-03-312026-05-04

WDC WESTERN DIGITAL CORP44.9K sharesnew addition2026-03-312026-05-04

GILD GILEAD SCIENCES INC86.0K sharesnew addition2026-03-312026-05-04

NFLX NETFLIX INC.123.2K sharesnew addition2026-03-312026-05-04

EWX SPDR INDEX SHS FDS178.0K sharesnew addition2026-03-312026-05-04

CAT CATERPILLAR INC16.2K sharesnew addition2026-03-312026-05-04

Sponsored

SCHV SCHWAB STRATEGIC TR373.6K sharesnew addition2026-03-312026-05-04

AMD ADVANCED MICRO DEVICES INC55.5K sharesnew addition2026-03-312026-05-04

MU MICRON TECHNOLOGY INC32.4K sharesnew addition2026-03-312026-05-04

SCHW SCHWAB CHARLES CORP116.3K sharesnew addition2026-03-312026-05-04

VYM VANGUARD WHITEHALL FDS73.4K sharesnew addition2026-03-312026-05-04

EBI RBB FUND TRUST187.7K sharesnew addition2026-03-312026-05-04

ADI ANALOG DEVICES INC34.1K sharesnew addition2026-03-312026-05-04

V VISA INC35.6K sharesnew addition2026-03-312026-05-04

Sponsored

NUMV NUSHARES ETF TR267.3K sharesnew addition2026-03-312026-05-04

ADP AUTOMATIC DATA PROCESSING IN50.9K sharesnew addition2026-03-312026-05-04

TJX TJX COS INC NEW64.5K sharesnew addition2026-03-312026-05-04

DWX SPDR INDEX SHS FDS220.3K sharesnew addition2026-03-312026-05-04

VOT VANGUARD INDEX FDS38.8K sharesnew addition2026-03-312026-05-04

AZO AUTOZONE INC2.8K sharesnew addition2026-03-312026-05-04

ESGU ISHARES TR67.3K sharesnew addition2026-03-312026-05-04

PG PROCTER & GAMBLE CO64.8K sharesnew addition2026-03-312026-05-04

Sponsored

AMAT APPLIED MATLS INC26.8K sharesnew addition2026-03-312026-05-04

FNDF SCHWAB STRATEGIC TR182.8K sharesnew addition2026-03-312026-05-04

RTX RTX CORPORATION46.3K sharesnew addition2026-03-312026-05-04

FTSL FIRST TR EXCHANGE-TRADED FD195.6K sharesnew addition2026-03-312026-05-04

MCK MCKESSON CORP9.9K sharesnew addition2026-03-312026-05-04

NEM NEWMONT CORP78.9K sharesnew addition2026-03-312026-05-04

ABBV ABBVIE INC38.0K sharesnew addition2026-03-312026-05-04

SHM SPDR SERIES TRUST168.4K sharesnew addition2026-03-312026-05-04

Sponsored

EATON CORP PLC EATON CORP PLC22.4K sharesnew addition2026-03-312026-05-04

VUG VANGUARD INDEX FDS18.3K sharesnew addition2026-03-312026-05-04

TXN TEXAS INSTRS INC41.0K sharesnew addition2026-03-312026-05-04

ORCL ORACLE CORP53.6K sharesnew addition2026-03-312026-05-04

HYMB SPDR SERIES TRUST316.0K sharesnew addition2026-03-312026-05-04

HD HOME DEPOT INC23.7K sharesnew addition2026-03-312026-05-04

TMUS T-MOBILE US INC34.1K sharesnew addition2026-03-312026-05-04

TSM TAIWAN SEMICONDUCTOR MANUFAC21.1K sharesnew addition2026-03-312026-05-04

Sponsored

UAL UNITED AIRLS HLDGS INC77.2K sharesnew addition2026-03-312026-05-04

BKR BAKER HUGHES COMPANY113.7K sharesnew addition2026-03-312026-05-04

SPIB SPDR SERIES TRUST202.7K sharesnew addition2026-03-312026-05-04

HPE HEWLETT PACKARD ENTERPRISE C283.1K sharesnew addition2026-03-312026-05-04

ORLY OREILLY AUTOMOTIVE INC69.9K sharesnew addition2026-03-312026-05-04

PAYX PAYCHEX INC69.9K sharesnew addition2026-03-312026-05-04

DEM WISDOMTREE TR125.2K sharesnew addition2026-03-312026-05-04

MCD MCDONALDS CORP19.7K sharesnew addition2026-03-312026-05-04

Sponsored

VSGX VANGUARD WORLD FD83.7K sharesnew addition2026-03-312026-05-04

GE AEROSPACE GE AEROSPACE20.3K sharesnew addition2026-03-312026-05-04

MPWR MONOLITHIC PWR SYS INC5.2K sharesnew addition2026-03-312026-05-04

KR KROGER CO79.1K sharesnew addition2026-03-312026-05-04

EME EMCOR GROUP INC7.7K sharesnew addition2026-03-312026-05-04

SPSB SPDR SERIES TRUST188.9K sharesnew addition2026-03-312026-05-04

MUB ISHARES TR53.4K sharesnew addition2026-03-312026-05-04

SUB ISHARES TR52.6K sharesnew addition2026-03-312026-05-04

Sponsored

SCHB SCHWAB STRATEGIC TR218.9K sharesnew addition2026-03-312026-05-04

GRMN GARMIN LTD23.6K sharesnew addition2026-03-312026-05-04

MERCK & CO INC MERCK & CO INC45.2K sharesnew addition2026-03-312026-05-04

BAC BANK AMERICA CORP111.2K sharesnew addition2026-03-312026-05-04

BLACKROCK INC BLACKROCK INC5.4K sharesnew addition2026-03-312026-05-04

LPLA LPL FINL HLDGS INC17.1K sharesnew addition2026-03-312026-05-04

ARISTA NETWORKS INC ARISTA NETWORKS INC41.6K sharesnew addition2026-03-312026-05-04

ADBE ADOBE INC20.9K sharesnew addition2026-03-312026-05-04

Sponsored

IJS ISHARES TR42.5K sharesnew addition2026-03-312026-05-04

BMY BRISTOL-MYERS SQUIBB CO82.9K sharesnew addition2026-03-312026-05-04

INTC INTEL CORP112.1K sharesnew addition2026-03-312026-05-04

ETR ENTERGY CORP NEW43.8K sharesnew addition2026-03-312026-05-04

FNDE SCHWAB STRATEGIC TR126.6K sharesnew addition2026-03-312026-05-04

VT VANGUARD INTL EQUITY INDEX F34.8K sharesnew addition2026-03-312026-05-04

MA MASTERCARD INCORPORATED9.6K sharesnew addition2026-03-312026-05-04

GEV GE VERNOVA INC5.5K sharesnew addition2026-03-312026-05-04

Sponsored

PLTR PALANTIR TECHNOLOGIES INC32.7K sharesnew addition2026-03-312026-05-04

DES WISDOMTREE TR132.1K sharesnew addition2026-03-312026-05-04

CAH CARDINAL HEALTH INC22.4K sharesnew addition2026-03-312026-05-04

DLS WISDOMTREE TR56.2K sharesnew addition2026-03-312026-05-04

HIG HARTFORD INSURANCE GROUP INC33.5K sharesnew addition2026-03-312026-05-04

ACGL ARCH CAP GROUP LTD46.9K sharesnew addition2026-03-312026-05-04

KO COCA COLA CO58.9K sharesnew addition2026-03-312026-05-04

SBUX STARBUCKS CORP49.9K sharesnew addition2026-03-312026-05-04

Sponsored

VBK VANGUARD INDEX FDS14.7K sharesnew addition2026-03-312026-05-04

QCOM QUALCOMM INC33.9K sharesnew addition2026-03-312026-05-04

PH PARKER-HANNIFIN CORP4.8K sharesnew addition2026-03-312026-05-04

IWB ISHARES TR12.0K sharesnew addition2026-03-312026-05-04

WEC ENERGY GROUP INC WEC ENERGY GROUP INC36.7K sharesnew addition2026-03-312026-05-04

AXP AMERICAN EXPRESS CO14.0K sharesnew addition2026-03-312026-05-04

AMGN AMGEN INC11.8K sharesnew addition2026-03-312026-05-04

DFUS DIMENSIONAL ETF TRUST58.3K sharesnew addition2026-03-312026-05-04

Sponsored

DE DEERE & CO7.2K sharesnew addition2026-03-312026-05-04

KAT ADVISORS SER TR75.5K sharesnew addition2026-03-312026-05-04

CPNG COUPANG INC208.8K sharesnew addition2026-03-312026-05-04

EMXC ISHARES INC49.7K sharesnew addition2026-03-312026-05-04

HYD VANECK ETF TRUST76.3K sharesnew addition2026-03-312026-05-04

BA BOEING CO19.2K sharesnew addition2026-03-312026-05-04

GS GOLDMAN SACHS GROUP INC4.4K sharesnew addition2026-03-312026-05-04

CME CME GROUP INC12.3K sharesnew addition2026-03-312026-05-04

Sponsored

IWD ISHARES TR16.8K sharesnew addition2026-03-312026-05-04

BSV VANGUARD BD INDEX FDS45.5K sharesnew addition2026-03-312026-05-04

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW27.0K sharesnew addition2026-03-312026-05-04

SCHH SCHWAB STRATEGIC TR162.1K sharesnew addition2026-03-312026-05-04

STT STATE STR CORP27.5K sharesnew addition2026-03-312026-05-04

NVR NVR INC528 sharesnew addition2026-03-312026-05-04

SCHD SCHWAB STRATEGIC TR113.3K sharesnew addition2026-03-312026-05-04

IEFA ISHARES TR38.3K sharesnew addition2026-03-312026-05-04

Sponsored

BSCR INVESCO EXCH TRD SLF IDX FD175.8K sharesnew addition2026-03-312026-05-04

DHR DANAHER CORP DEL18.2K sharesnew addition2026-03-312026-05-04

VZ VERIZON COMMUNICATIONS INC68.3K sharesnew addition2026-03-312026-05-04

BSCV INVESCO EXCH TRD SLF IDX FD208.3K sharesnew addition2026-03-312026-05-04

BSCS INVESCO EXCH TRD SLF IDX FD167.7K sharesnew addition2026-03-312026-05-04

BSCT INVESCO EXCH TRD SLF IDX FD183.6K sharesnew addition2026-03-312026-05-04

BSCQ INVESCO EXCH TRD SLF IDX FD175.2K sharesnew addition2026-03-312026-05-04

SCCO SOUTHERN COPPER CORP19.6K sharesnew addition2026-03-312026-05-04

Sponsored

BSCU INVESCO EXCH TRD SLF IDX FD200.3K sharesnew addition2026-03-312026-05-04

ABT ABBOTT LABORATORIES32.2K sharesnew addition2026-03-312026-05-04

SCHZ SCHWAB STRATEGIC TR140.2K sharesnew addition2026-03-312026-05-04

AIG AMERICAN INTL GROUP INC42.4K sharesnew addition2026-03-312026-05-04

SCHG SCHWAB STRATEGIC TR108.0K sharesnew addition2026-03-312026-05-04

BSCW INVESCO EXCH TRD SLF IDX FD151.8K sharesnew addition2026-03-312026-05-04

CRH PLC CRH PLC29.4K sharesnew addition2026-03-312026-05-04

VGT VANGUARD WORLD FD4.4K sharesnew addition2026-03-312026-05-04

Sponsored

FNDX SCHWAB STRATEGIC TR109.1K sharesnew addition2026-03-312026-05-04

ISHARES GOLD TR ISHARES GOLD TR34.4K sharesnew addition2026-03-312026-05-04

SPYV SPDR SERIES TRUST53.2K sharesnew addition2026-03-312026-05-04

IWN ISHARES TR15.8K sharesnew addition2026-03-312026-05-04

NTCT NETSCOUT SYS INC93.6K sharesnew addition2026-03-312026-05-04

WMB WILLIAMS COS INC40.9K sharesnew addition2026-03-312026-05-04

PEP PEPSICO INC19.0K sharesnew addition2026-03-312026-05-04

FDM FIRST TR EXCHANGE-TRADED FD35.8K sharesnew addition2026-03-312026-05-04

Sponsored

FI FISERV INC51.7K sharesnew addition2026-03-312026-05-04

BRK.A BERKSHIRE HATHAWAY INC DEL4 sharesnew addition2026-03-312026-05-04

DAL DELTA AIR LINES INC42.7K sharesnew addition2026-03-312026-05-04

VIG VANGUARD SPECIALIZED FUNDS13.2K sharesnew addition2026-03-312026-05-04

MS MORGAN STANLEY17.2K sharesnew addition2026-03-312026-05-04

NEE NEXTERA ENERGY INC29.8K sharesnew addition2026-03-312026-05-04

KEYS KEYSIGHT TECHNOLOGIES INC9.8K sharesnew addition2026-03-312026-05-04

IVW ISHARES TR24.2K sharesnew addition2026-03-312026-05-04

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP7.9K sharesnew addition2026-03-312026-05-04

WFC WELLS FARGO & CO33.8K sharesnew addition2026-03-312026-05-04

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC27.6K sharesnew addition2026-03-312026-05-04

XLK SELECT SECTOR SPDR TR20.2K sharesnew addition2026-03-312026-05-04

NTB BANK OF N T BUTTERFIELD & SO50.7K sharesnew addition2026-03-312026-05-04

WRB BERKLEY W R CORP39.8K sharesnew addition2026-03-312026-05-04

VO VANGUARD INDEX FDS9.1K sharesnew addition2026-03-312026-05-04

IDV ISHARES TR60.7K sharesnew addition2026-03-312026-05-04

Sponsored

KLAC KLA CORP1.7K sharesnew addition2026-03-312026-05-04

NDAQ NASDAQ INC28.7K sharesnew addition2026-03-312026-05-04

SANM SANMINA CORP18.8K sharesnew addition2026-03-312026-05-04

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY30.8K sharesnew addition2026-03-312026-05-04

LNG CHENIERE ENERGY INC8.5K sharesnew addition2026-03-312026-05-04

IWM ISHARES TR9.7K sharesnew addition2026-03-312026-05-04

LOW LOWES COS INC10.1K sharesnew addition2026-03-312026-05-04

LMT LOCKHEED MARTIN CORP3.9K sharesnew addition2026-03-312026-05-04

Sponsored

FTNT FORTINET INC29.2K sharesnew addition2026-03-312026-05-04

CITIGROUP INC CITIGROUP INC21.0K sharesnew addition2026-03-312026-05-04

EFA ISHARES TR24.4K sharesnew addition2026-03-312026-05-04

COP CONOCOPHILLIPS17.8K sharesnew addition2026-03-312026-05-04

EOG EOG RES INC15.9K sharesnew addition2026-03-312026-05-04

UNP UNION PAC CORP9.3K sharesnew addition2026-03-312026-05-04

PANW PALO ALTO NETWORKS INC14.0K sharesnew addition2026-03-312026-05-04

DIA STATE STR SPDR DOW JONES IND4.8K sharesnew addition2026-03-312026-05-04

Sponsored

UBER UBER TECHNOLOGIES INC31.1K sharesnew addition2026-03-312026-05-04

SUSB ISHARES TR87.0K sharesnew addition2026-03-312026-05-04

WSR WHITESTONE REIT134.1K sharesnew addition2026-03-312026-05-04

HON HONEYWELL INTL INC9.3K sharesnew addition2026-03-312026-05-04

SNA SNAP ON INC5.7K sharesnew addition2026-03-312026-05-04

DIS DISNEY WALT CO21.2K sharesnew addition2026-03-312026-05-04

RELY REMITLY GLOBAL INC129.7K sharesnew addition2026-03-312026-05-04

CMF ISHARES TR35.2K sharesnew addition2026-03-312026-05-04

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AXS AXIS CAP HLDGS LTD19.3K sharesnew addition2026-03-312026-05-04

VEU VANGUARD INTL EQUITY INDEX F26.0K sharesnew addition2026-03-312026-05-04

PBP INVESCO EXCHANGE TRADED FD T88.2K sharesnew addition2026-03-312026-05-04

USB US BANCORP37.2K sharesnew addition2026-03-312026-05-04

LOAR LOAR HOLDINGS INC33.7K sharesnew addition2026-03-312026-05-04

TMO THERMO FISHER SCIENTIFIC INC3.9K sharesnew addition2026-03-312026-05-04

PHM PULTE GROUP INC16.3K sharesnew addition2026-03-312026-05-04

LINDE PLC LINDE PLC3.9K sharesnew addition2026-03-312026-05-04

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LAUR LAUREATE ED INC54.5K sharesnew addition2026-03-312026-05-04

IJH ISHARES TR28.0K sharesnew addition2026-03-312026-05-04

DGS WISDOMTREE TR31.4K sharesnew addition2026-03-312026-05-04

ACWI ISHARES TR13.6K sharesnew addition2026-03-312026-05-04

EW EDWARDS LIFESCIENCES CORP23.2K sharesnew addition2026-03-312026-05-04

AEP AMERICAN ELEC PWR CO INC13.7K sharesnew addition2026-03-312026-05-04

TRV TRAVELERS COMPANIES INC6.1K sharesnew addition2026-03-312026-05-04

COF CAPITAL ONE FINL CORP9.7K sharesnew addition2026-03-312026-05-04

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FAST FASTENAL CO37.3K sharesnew addition2026-03-312026-05-04

ASML ASML HLDG NV1.3K sharesnew addition2026-03-312026-05-04

CCL CARNIVAL CORP66.5K sharesnew addition2026-03-312026-05-04

CL COLGATE PALMOLIVE CO19.8K sharesnew addition2026-03-312026-05-04

AFL AFLAC INC15.3K sharesnew addition2026-03-312026-05-04

NOC NORTHROP GRUMMAN CORP2.4K sharesnew addition2026-03-312026-05-04

JBL JABIL INC6.2K sharesnew addition2026-03-312026-05-04

NXT NEXTPOWER INC13.6K sharesnew addition2026-03-312026-05-04

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CPRX CATALYST PHARMACEUTICALS INC66.2K sharesnew addition2026-03-312026-05-04

WELL WELLTOWER INC8.2K sharesnew addition2026-03-312026-05-04

GLD SPDR GOLD TR3.8K sharesnew addition2026-03-312026-05-04

NUDM NUSHARES ETF TR44.9K sharesnew addition2026-03-312026-05-04

ORI OLD REP INTL CORP40.6K sharesnew addition2026-03-312026-05-04

CMCSA COMCAST CORP NEW55.2K sharesnew addition2026-03-312026-05-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T8.2K sharesnew addition2026-03-312026-05-04

SPGI S&P GLOBAL INC3.7K sharesnew addition2026-03-312026-05-04

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MSI MOTOROLA SOLUTIONS INC3.6K sharesnew addition2026-03-312026-05-04

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SCZ ISHARES TR19.6K sharesnew addition2026-03-312026-05-04

SHW SHERWIN WILLIAMS CO4.8K sharesnew addition2026-03-312026-05-04

INHIBRX BIOSCIENCES INC INHIBRX BIOSCIENCES INC22.6K sharesnew addition2026-03-312026-05-04

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FOXA FOX CORP25.0K sharesnew addition2026-03-312026-05-04

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IWF ISHARES TR3.4K sharesnew addition2026-03-312026-05-04

NVS NOVARTIS AG9.5K sharesnew addition2026-03-312026-05-04

AVA AVISTA CORP36.1K sharesnew addition2026-03-312026-05-04

SGOV ISHARES TR14.3K sharesnew addition2026-03-312026-05-04

PCAR PACCAR INC12.3K sharesnew addition2026-03-312026-05-04

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PNC PNC FINL SVCS GROUP INC6.7K sharesnew addition2026-03-312026-05-04

SCHK SCHWAB STRATEGIC TR43.3K sharesnew addition2026-03-312026-05-04

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SPSM SPDR SERIES TRUST27.9K sharesnew addition2026-03-312026-05-04

UNH UNITEDHEALTH GROUP INC5.0K sharesnew addition2026-03-312026-05-04

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II18.3K sharesnew addition2026-03-312026-05-04

BKE BUCKLE INC26.4K sharesnew addition2026-03-312026-05-04

PRDO PERDOCEO ED CORP35.2K sharesnew addition2026-03-312026-05-04

IEI ISHARES TR11.0K sharesnew addition2026-03-312026-05-04

SEIC SEI INVTS CO16.6K sharesnew addition2026-03-312026-05-04

PLD PROLOGIS INC.9.8K sharesnew addition2026-03-312026-05-04

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FITB FIFTH THIRD BANCORP27.8K sharesnew addition2026-03-312026-05-04

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SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC56.5K sharesnew addition2026-03-312026-05-04

BKNG BOOKING HOLDINGS INC301 sharesnew addition2026-03-312026-05-04

DHS WISDOMTREE TR11.6K sharesnew addition2026-03-312026-05-04

ECL ECOLAB INC4.7K sharesnew addition2026-03-312026-05-04

WM WASTE MGMT INC DEL5.5K sharesnew addition2026-03-312026-05-04

TWLO TWILIO INC9.8K sharesnew addition2026-03-312026-05-04

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WRLD WORLD ACCEP CORPORATION9.2K sharesnew addition2026-03-312026-05-04

EEMS ISHARES INC17.8K sharesnew addition2026-03-312026-05-04

ALL ALLSTATE CORP5.9K sharesnew addition2026-03-312026-05-04

WPM WHEATON PRECIOUS METALS CORP9.3K sharesnew addition2026-03-312026-05-04

HG HAMILTON INSURANCE GROUP LTD40.3K sharesnew addition2026-03-312026-05-04

JMOM J P MORGAN EXCHANGE TRADED F17.7K sharesnew addition2026-03-312026-05-04

INSW INTERNATIONAL SEAWAYS INC16.2K sharesnew addition2026-03-312026-05-04

PGR PROGRESSIVE CORP5.9K sharesnew addition2026-03-312026-05-04

Sponsored

APH AMPHENOL CORP9.3K sharesnew addition2026-03-312026-05-04

TNK TEEKAY TANKERS LTD15.6K sharesnew addition2026-03-312026-05-04

ROK ROCKWELL AUTOMATION INC3.2K sharesnew addition2026-03-312026-05-04

SSRM SSR MINING IN38.8K sharesnew addition2026-03-312026-05-04

PFE PFIZER INC39.9K sharesnew addition2026-03-312026-05-04

CTSH COGNIZANT TECHNOLOGY SOLUTIO18.2K sharesnew addition2026-03-312026-05-04

SHY ISHARES TR13.5K sharesnew addition2026-03-312026-05-04

OKE ONEOK INC NEW12.2K sharesnew addition2026-03-312026-05-04

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TDY TELEDYNE TECHNOLOGIES INC1.8K sharesnew addition2026-03-312026-05-04

IUSG ISHARES TR7.1K sharesnew addition2026-03-312026-05-04

ASX ASE TECHNOLOGY HLDG CO LTD51.0K sharesnew addition2026-03-312026-05-04

RL RALPH LAUREN CORP3.2K sharesnew addition2026-03-312026-05-04

HWM HOWMET AEROSPACE INC4.7K sharesnew addition2026-03-312026-05-04

UVE UNIVERSAL INS HLDGS INC31.7K sharesnew addition2026-03-312026-05-04

JAZZ JAZZ PHARMACEUTICALS PLC5.7K sharesnew addition2026-03-312026-05-04

UNM UNUM GROUP14.6K sharesnew addition2026-03-312026-05-04

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SYF SYNCHRONY FINANCIAL15.7K sharesnew addition2026-03-312026-05-04

SUSC ISHARES TR45.9K sharesnew addition2026-03-312026-05-04

G GENPACT LIMITED28.4K sharesnew addition2026-03-312026-05-04

ALKS ALKERMES PLC29.8K sharesnew addition2026-03-312026-05-04

BHP BHP BILLITON LIMITED14.5K sharesnew addition2026-03-312026-05-04

PLAB PHOTRONICS INC26.0K sharesnew addition2026-03-312026-05-04

EMB ISHARES TR11.2K sharesnew addition2026-03-312026-05-04

HP INC HP INC54.2K sharesnew addition2026-03-312026-05-04

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CDNS CADENCE DESIGN SYSTEM INC3.7K sharesnew addition2026-03-312026-05-04

FPEI FIRST TR EXCH TRADED FD III54.4K sharesnew addition2026-03-312026-05-04

FLEX FLEXTRONICS INTL LTD15.7K sharesnew addition2026-03-312026-05-04

CIEN CIENA CORP2.6K sharesnew addition2026-03-312026-05-04

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC22.3K sharesnew addition2026-03-312026-05-04

PAHC PHIBRO ANIMAL HEALTH CORP18.5K sharesnew addition2026-03-312026-05-04

FNDA SCHWAB STRATEGIC TR31.5K sharesnew addition2026-03-312026-05-04

SOXX ISHARES TR3.1K sharesnew addition2026-03-312026-05-04

Sponsored

SDY SPDR SERIES TRUST7.0K sharesnew addition2026-03-312026-05-04

DHT DHT HOLDINGS INC55.5K sharesnew addition2026-03-312026-05-04

AEE AMEREN CORP9.2K sharesnew addition2026-03-312026-05-04

CF CF INDUSTRIES HOLD7.8K sharesnew addition2026-03-312026-05-04

JKHY HENRY JACK & ASSOC INC6.4K sharesnew addition2026-03-312026-05-04

INTU INTUIT2.3K sharesnew addition2026-03-312026-05-04

BOX BOX INC42.1K sharesnew addition2026-03-312026-05-04

EXPE EXPEDIA GROUP INC4.3K sharesnew addition2026-03-312026-05-04

Sponsored

CRWD CROWDSTRIKE HLDGS INC2.5K sharesnew addition2026-03-312026-05-04

CVS CVS HEALTH CORP13.7K sharesnew addition2026-03-312026-05-04

BSX BOSTON SCIENTIFIC CORP15.6K sharesnew addition2026-03-312026-05-04

SHOP SHOPIFY INC8.2K sharesnew addition2026-03-312026-05-04

WSM WILLIAMS SONOMA INC5.3K sharesnew addition2026-03-312026-05-04

IVLU ISHARES TR24.4K sharesnew addition2026-03-312026-05-04

CRM SALESFORCE INC5.2K sharesnew addition2026-03-312026-05-04

ET ENERGY TRANSFER L P49.5K sharesnew addition2026-03-312026-05-04

Sponsored

MNST MONSTER BEVERAGE CORP NEW13.1K sharesnew addition2026-03-312026-05-04

PTCT PTC THERAPEUTICS INC13.9K sharesnew addition2026-03-312026-05-04

CRUS CIRRUS LOGIC INC6.5K sharesnew addition2026-03-312026-05-04

MPC MARATHON PETE CORP3.9K sharesnew addition2026-03-312026-05-04

NKE NIKE INC17.6K sharesnew addition2026-03-312026-05-04

CENCORA INC CENCORA INC2.9K sharesnew addition2026-03-312026-05-04

IVE ISHARES TR4.4K sharesnew addition2026-03-312026-05-04

ACMR ACM RESH INC23.4K sharesnew addition2026-03-312026-05-04

Sponsored

FCX FREEPORT MCMORAN INC15.6K sharesnew addition2026-03-312026-05-04

BE BLOOM ENERGY CORP6.7K sharesnew addition2026-03-312026-05-04

AGG ISHARES TR9.0K sharesnew addition2026-03-312026-05-04

ORKA ORUKA THERAPEUTICS INC18.2K sharesnew addition2026-03-312026-05-04

VLTO VERALTO CORP10.1K sharesnew addition2026-03-312026-05-04

MTB M & T BK CORP4.3K sharesnew addition2026-03-312026-05-04

AMP AMERIPRISE FINL INC2.0K sharesnew addition2026-03-312026-05-04

EBAY EBAY INC.9.7K sharesnew addition2026-03-312026-05-04

Sponsored

AOS SMITH A O CORP13.3K sharesnew addition2026-03-312026-05-04

IWR ISHARES TR9.0K sharesnew addition2026-03-312026-05-04

ABNB AIRBNB INC6.8K sharesnew addition2026-03-312026-05-04

SAN BANCO SANTANDER SA76.3K sharesnew addition2026-03-312026-05-04

TAK TAKEDA PHARMACEUTICAL CO LTD45.9K sharesnew addition2026-03-312026-05-04

ARM ARM HOLDINGS PLC5.6K sharesnew addition2026-03-312026-05-04

IGM ISHARES TR7.1K sharesnew addition2026-03-312026-05-04

HYS PIMCO ETF TR9.1K sharesnew addition2026-03-312026-05-04

Sponsored

INGR INGREDION INC7.5K sharesnew addition2026-03-312026-05-04

ETD ETHAN ALLEN INTERIORS INC37.6K sharesnew addition2026-03-312026-05-04

NULG NUSHARES ETF TR9.2K sharesnew addition2026-03-312026-05-04

OHI OMEGA HEALTHCARE INVS INC18.9K sharesnew addition2026-03-312026-05-04

ES EVERSOURCE ENERGY11.9K sharesnew addition2026-03-312026-05-04

AME AMETEK INC3.8K sharesnew addition2026-03-312026-05-04

WAB WABTEC3.3K sharesnew addition2026-03-312026-05-04

SHEL SHELL PLC8.7K sharesnew addition2026-03-312026-05-04

Sponsored

MAR MARRIOTT INTL INC NEW2.5K sharesnew addition2026-03-312026-05-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T17.0K sharesnew addition2026-03-312026-05-04

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.1K sharesnew addition2026-03-312026-05-04

FBP FIRST BANCORP CORPORATION37.7K sharesnew addition2026-03-312026-05-04

RMBS RAMBUS INC DEL9.3K sharesnew addition2026-03-312026-05-04

ULTA ULTA BEAUTY INC1.5K sharesnew addition2026-03-312026-05-04

NNN NNN REIT INC18.9K sharesnew addition2026-03-312026-05-04

CLH CLEAN HARBORS INC2.8K sharesnew addition2026-03-312026-05-04

Sponsored

THE CIGNA GROUP THE CIGNA GROUP2.9K sharesnew addition2026-03-312026-05-04

MMC MARSH & MCLENNAN COS INC4.5K sharesnew addition2026-03-312026-05-04

IDCC INTERDIGITAL INC2.6K sharesnew addition2026-03-312026-05-04

YUM YUM BRANDS INC5.0K sharesnew addition2026-03-312026-05-04

WWD WOODWARD INC2.2K sharesnew addition2026-03-312026-05-04

PFBC PREFERRED BK LOS ANGELES CA8.5K sharesnew addition2026-03-312026-05-04

TER TERADYNE INC2.6K sharesnew addition2026-03-312026-05-04

CCK CROWN HLDGS INC7.6K sharesnew addition2026-03-312026-05-04

Sponsored

SLF SUN LIFE FINANCIAL INC.12.0K sharesnew addition2026-03-312026-05-04

ESS ESSEX PPTY TR INC3.1K sharesnew addition2026-03-312026-05-04

TXG 10X GENOMICS INC35.2K sharesnew addition2026-03-312026-05-04

CW CURTISS WRIGHT CORP1.1K sharesnew addition2026-03-312026-05-04

TK TEEKAY CORPORATION LTD61.0K sharesnew addition2026-03-312026-05-04

DISV DIMENSIONAL ETF TRUST18.9K sharesnew addition2026-03-312026-05-04

BABA ALIBABA GROUP HLDG LTD5.9K sharesnew addition2026-03-312026-05-04

NUE NUCOR CORP4.4K sharesnew addition2026-03-312026-05-04

Sponsored

CASY CASEYS GEN STORES INC1.0K sharesnew addition2026-03-312026-05-04

TT TRANE TECHNOLOGIES PLC1.8K sharesnew addition2026-03-312026-05-04

SPDW SPDR INDEX SHS FDS16.2K sharesnew addition2026-03-312026-05-04

ASTRAZENECA PLC ASTRAZENECA PLC3.7K sharesnew addition2026-03-312026-05-04

ITM VANECK ETF TRUST15.9K sharesnew addition2026-03-312026-05-04

FIVE FIVE BELOW INC3.2K sharesnew addition2026-03-312026-05-04

PSX PHILLIPS 664.0K sharesnew addition2026-03-312026-05-04

CB CHUBB LTD SWITZ2.2K sharesnew addition2026-03-312026-05-04

Sponsored

WDS WOODSIDE ENERGY GROUP LTD30.5K sharesnew addition2026-03-312026-05-04

EGP EASTGROUP PPTYS INC3.9K sharesnew addition2026-03-312026-05-04

ELV ELEVANCE HEALTH INC FORMERLY2.5K sharesnew addition2026-03-312026-05-04

VXF VANGUARD INDEX FDS3.5K sharesnew addition2026-03-312026-05-04

JBHT HUNT J B TRANS SVCS INC3.4K sharesnew addition2026-03-312026-05-04

BBVA BANCO BILBAO VIZCAYA ARGENTA33.1K sharesnew addition2026-03-312026-05-04

CARR CARRIER GLOBAL CORPORATION12.7K sharesnew addition2026-03-312026-05-04

CFG CITIZENS FINL GROUP INC11.9K sharesnew addition2026-03-312026-05-04

Sponsored

ROST ROSS STORES INC3.3K sharesnew addition2026-03-312026-05-04

ACLS AXCELIS TECHNOLOGIES INC7.7K sharesnew addition2026-03-312026-05-04

ALSN ALLISON TRANSMISSION HLDGS I6.1K sharesnew addition2026-03-312026-05-04

LAMR LAMAR ADVERTISING CO5.6K sharesnew addition2026-03-312026-05-04

ILMN ILLUMINA INC5.7K sharesnew addition2026-03-312026-05-04

GTX GARRETT MOTION INC38.9K sharesnew addition2026-03-312026-05-04

ODFL OLD DOMINION FREIGHT LINE IN3.6K sharesnew addition2026-03-312026-05-04

EVRG EVERGY INC8.5K sharesnew addition2026-03-312026-05-04

Sponsored

ITT INC ITT INC3.7K sharesnew addition2026-03-312026-05-04

EPR EPR PPTYS13.9K sharesnew addition2026-03-312026-05-04

DMXF ISHARES TR9.2K sharesnew addition2026-03-312026-05-04

CSX CSX CORP16.8K sharesnew addition2026-03-312026-05-04

MATCH GROUP INC NEW MATCH GROUP INC NEW22.4K sharesnew addition2026-03-312026-05-04

LGLV SPDR SERIES TRUST3.9K sharesnew addition2026-03-312026-05-04

PINS PINTEREST INC37.4K sharesnew addition2026-03-312026-05-04

MTG MGIC INVT CORP WIS26.1K sharesnew addition2026-03-312026-05-04

Sponsored

FN FABRINET1.3K sharesnew addition2026-03-312026-05-04

HBT HBT FINL INC.25.5K sharesnew addition2026-03-312026-05-04

VALE VALE S A42.7K sharesnew addition2026-03-312026-05-04

BSJQ INVESCO EXCH TRD SLF IDX FD29.2K sharesnew addition2026-03-312026-05-04

TOL TOLL BROTHERS INC5.0K sharesnew addition2026-03-312026-05-04

KMI KINDER MORGAN INC DEL20.1K sharesnew addition2026-03-312026-05-04

EPD ENTERPRISE PRODS PARTNERS L17.8K sharesnew addition2026-03-312026-05-04

ASTE ASTEC INDS INC12.5K sharesnew addition2026-03-312026-05-04

Sponsored

BSJU INVESCO EXCH TRD SLF IDX FD26.3K sharesnew addition2026-03-312026-05-04

BSJS INVESCO EXCH TRD SLF IDX FD30.9K sharesnew addition2026-03-312026-05-04

RMD RESMED INC3.0K sharesnew addition2026-03-312026-05-04

BSJR INVESCO EXCH TRD SLF IDX FD29.7K sharesnew addition2026-03-312026-05-04

BLACKSTONE INC BLACKSTONE INC5.8K sharesnew addition2026-03-312026-05-04

MCHP MICROCHIP TECHNOLOGY INC.10.3K sharesnew addition2026-03-312026-05-04

XYZ BLOCK INC11.0K sharesnew addition2026-03-312026-05-04

PTC PTC INC4.6K sharesnew addition2026-03-312026-05-04

Sponsored

TE CONNECTIVITY PLC TE CONNECTIVITY PLC3.1K sharesnew addition2026-03-312026-05-04

TIP ISHARES TR5.9K sharesnew addition2026-03-312026-05-04

BSJT INVESCO EXCH TRD SLF IDX FD31.0K sharesnew addition2026-03-312026-05-04

DT DYNATRACE INC17.6K sharesnew addition2026-03-312026-05-04

STNG SCORPIO TANKERS INC8.7K sharesnew addition2026-03-312026-05-04

VONG VANGUARD SCOTTSDALE FDS5.9K sharesnew addition2026-03-312026-05-04

XYL XYLEM INC5.4K sharesnew addition2026-03-312026-05-04

MAS MASCO CORP10.7K sharesnew addition2026-03-312026-05-04

Sponsored

AVY AVERY DENNISON CORP3.7K sharesnew addition2026-03-312026-05-04

FDX FEDEX CORP1.8K sharesnew addition2026-03-312026-05-04

BSJV INVESCO EXCH TRD SLF IDX FD24.8K sharesnew addition2026-03-312026-05-04

VLO VALERO ENERGY CORP2.6K sharesnew addition2026-03-312026-05-04

DBX DROPBOX INC28.3K sharesnew addition2026-03-312026-05-04

MET METLIFE INC9.1K sharesnew addition2026-03-312026-05-04

RIO RIO TINTO PLC6.9K sharesnew addition2026-03-312026-05-04

ISRG INTUITIVE SURGICAL INC1.4K sharesnew addition2026-03-312026-05-04

Sponsored

MAA MID-AMER APT CMNTYS INC5.2K sharesnew addition2026-03-312026-05-04

RSG REPUBLIC SVCS INC2.9K sharesnew addition2026-03-312026-05-04

POWL POWELL INDS INC1.2K sharesnew addition2026-03-312026-05-04

BN BROOKFIELD CORP15.7K sharesnew addition2026-03-312026-05-04

ITOT ISHARES TR4.5K sharesnew addition2026-03-312026-05-04

DGICA DONEGAL GROUP INC36.7K sharesnew addition2026-03-312026-05-04

RF REGIONS FINANCIAL CORP NEW24.1K sharesnew addition2026-03-312026-05-04

GPOR GULFPORT ENERGY CORP3.0K sharesnew addition2026-03-312026-05-04

Sponsored

BYD BOYD GAMING CORP7.6K sharesnew addition2026-03-312026-05-04

ZION ZIONS BANCORPORATION NATL AS10.9K sharesnew addition2026-03-312026-05-04

IBKR INTERACTIVE BROKERS GROUP IN9.3K sharesnew addition2026-03-312026-05-04

IDT IDT CORP12.7K sharesnew addition2026-03-312026-05-04

NVDA

NVIDIA CORPORATION

New

Shares2.0M

Event2026-03-31

Filed2026-05-04

QUAL

ISHARES TR

New

Shares1.8M

Event2026-03-31

Filed2026-05-04

IQLT

ISHARES TR

New

Shares6.8M

Event2026-03-31

Filed2026-05-04

VTIP

VANGUARD MALVERN FDS

New

Shares4.9M

Event2026-03-31

Filed2026-05-04

MTUM

ISHARES TR

New

Shares960.4K

Event2026-03-31

Filed2026-05-04

VCSH

VANGUARD SCOTTSDALE FDS

New

Shares2.7M

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

New

Shares612.4K

Event2026-03-31

Filed2026-05-04

DFUV

DIMENSIONAL ETF TRUST

New

Shares3.2M

Event2026-03-31

Filed2026-05-04

EFV

ISHARES TR

New

Shares2.0M

Event2026-03-31

Filed2026-05-04

IEMG

ISHARES INC

New

Shares2.0M

Event2026-03-31

Filed2026-05-04

VCIT

VANGUARD SCOTTSDALE FDS

New

Shares1.4M

Event2026-03-31

Filed2026-05-04

DFIV

DIMENSIONAL ETF TRUST

New

Shares1.8M

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

New

Shares220.7K

Event2026-03-31

Filed2026-05-04

VGSH

VANGUARD SCOTTSDALE FDS

New

Shares1.2M

Event2026-03-31

Filed2026-05-04

VTV

VANGUARD INDEX FDS

New

Shares340.2K

Event2026-03-31

Filed2026-05-04

AVDV

AMERICAN CENTY ETF TR

New

Shares630.6K

Event2026-03-31

Filed2026-05-04

SPY

STATE STR SPDR S&P 500 ETF T

New

Shares96.4K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

New

Shares295.6K

Event2026-03-31

Filed2026-05-04

META

META PLATFORMS INC

New

Shares105.9K

Event2026-03-31

Filed2026-05-04

DFA INVT DIMENSIONS GROUP IN

New

Shares1.2M

Event2026-03-31

Filed2026-05-04

VEA

VANGUARD TAX-MANAGED FDS

New

Shares898.9K

Event2026-03-31

Filed2026-05-04

DFAT

DIMENSIONAL ETF TRUST

New

Shares914.1K

Event2026-03-31

Filed2026-05-04

QGRW

WISDOMTREE TR

New

Shares1.0M

Event2026-03-31

Filed2026-05-04

ALPHABET INC

New

Shares170.4K

Event2026-03-31

Filed2026-05-04

AVUV

AMERICAN CENTY ETF TR

New

Shares414.7K

Event2026-03-31

Filed2026-05-04

VNQ

VANGUARD INDEX FDS

New

Shares455.5K

Event2026-03-31

Filed2026-05-04

SCHC

SCHWAB STRATEGIC TR

New

Shares857.1K

Event2026-03-31

Filed2026-05-04

SJNK

SPDR SERIES TRUST

New

Shares1.5M

Event2026-03-31

Filed2026-05-04

CSCO

CISCO SYS INC

New

Shares475.8K

Event2026-03-31

Filed2026-05-04

BROADCOM INC

New

Shares98.8K

Event2026-03-31

Filed2026-05-04

VSS

VANGUARD INTL EQUITY INDEX F

New

Shares206.4K

Event2026-03-31

Filed2026-05-04

TSLA

TESLA INC

New

Shares78.7K

Event2026-03-31

Filed2026-05-04

SCHF

SCHWAB STRATEGIC TR

New

Shares1.1M

Event2026-03-31

Filed2026-05-04

VBR

VANGUARD INDEX FDS

New

Shares128.5K

Event2026-03-31

Filed2026-05-04

DFAC

DIMENSIONAL ETF TRUST

New

Shares710.9K

Event2026-03-31

Filed2026-05-04

SCHX

SCHWAB STRATEGIC TR

New

Shares1.1M

Event2026-03-31

Filed2026-05-04

ESGD

ISHARES TR

New

Shares281.8K

Event2026-03-31

Filed2026-05-04

JPM

JPMORGAN CHASE & CO

New

Shares86.8K

Event2026-03-31

Filed2026-05-04

DUHP

DIMENSIONAL ETF TRUST

New

Shares678.3K

Event2026-03-31

Filed2026-05-04

VTI

VANGUARD INDEX FDS

New

Shares77.2K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

New

Shares84.3K

Event2026-03-31

Filed2026-05-04

ALTRIA GROUP INC

New

Shares359.3K

Event2026-03-31

Filed2026-05-04

DFAS

DIMENSIONAL ETF TRUST

New

Shares317.3K

Event2026-03-31

Filed2026-05-04

IWC

ISHARES TR

New

Shares140.7K

Event2026-03-31

Filed2026-05-04

FPE

FIRST TR EXCH TRADED FD III

New

Shares1.2M

Event2026-03-31

Filed2026-05-04

WMT

WALMART INC

New

Shares176.3K

Event2026-03-31

Filed2026-05-04

JNJ

JOHNSON & JOHNSON

New

Shares89.3K

Event2026-03-31

Filed2026-05-04

VFMO

VANGUARD WELLINGTON FD

New

Shares109.2K

Event2026-03-31

Filed2026-05-04

COST

COSTCO WHOLESALE CORPORATION

New

Shares21.5K

Event2026-03-31

Filed2026-05-04

MGC

VANGUARD WORLD FD

New

Shares89.4K

Event2026-03-31

Filed2026-05-04

BANK NEW YORK MELLON CORP

New

Shares174.0K

Event2026-03-31

Filed2026-05-04

VNQI

VANGUARD INTL EQUITY INDEX F

New

Shares453.2K

Event2026-03-31

Filed2026-05-04

MGK

VANGUARD WORLD FD

New

Shares52.2K

Event2026-03-31

Filed2026-05-04

EFG

ISHARES TR

New

Shares172.1K

Event2026-03-31

Filed2026-05-04

FEM

FIRST TR EXCH TRD ALPHDX FD

New

Shares617.2K

Event2026-03-31

Filed2026-05-04

CMI

CUMMINS INC

New

Shares34.1K

Event2026-03-31

Filed2026-05-04

NULV

NUSHARES ETF TR

New

Shares401.4K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

New

Shares37.7K

Event2026-03-31

Filed2026-05-04

STIP

ISHARES TR

New

Shares170.3K

Event2026-03-31

Filed2026-05-04

MGV

VANGUARD WORLD FD

New

Shares121.4K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

New

Shares55.3K

Event2026-03-31

Filed2026-05-04

XOM

EXXON MOBIL CORP

New

Shares97.0K

Event2026-03-31

Filed2026-05-04

IJR

ISHARES TR

New

Shares131.6K

Event2026-03-31

Filed2026-05-04

INVESCO QQQ TR

New

Shares28.2K

Event2026-03-31

Filed2026-05-04

LAM RESEARCH CORP

New

Shares75.6K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

New

Shares26.9K

Event2026-03-31

Filed2026-05-04

VWO

VANGUARD INTL EQUITY INDEX F

New

Shares292.5K

Event2026-03-31

Filed2026-05-04

PHILIP MORRIS INTL INC

New

Shares91.0K

Event2026-03-31

Filed2026-05-04

LLY

ELI LILLY & CO

New

Shares16.3K

Event2026-03-31

Filed2026-05-04

AT&T INC

New

Shares516.5K

Event2026-03-31

Filed2026-05-04

SCHE

SCHWAB STRATEGIC TR

New

Shares450.4K

Event2026-03-31

Filed2026-05-04

IVV

ISHARES TR

New

Shares22.4K

Event2026-03-31

Filed2026-05-04

GLW

CORNING INC

New

Shares104.0K

Event2026-03-31

Filed2026-05-04

DELL

DELL TECHNOLOGIES INC

New

Shares85.9K

Event2026-03-31

Filed2026-05-04

PWR

QUANTA SVCS INC

New

Shares25.6K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

New

Shares53.3K

Event2026-03-31

Filed2026-05-04

IBM

INTERNATIONAL BUSINESS MACHS

New

Shares57.1K

Event2026-03-31

Filed2026-05-04

BELPOINTE PREP LLC

-0.58%

Shares246.6K

Event2026-03-31

Filed2026-05-04

VOE

VANGUARD INDEX FDS

New

Shares70.8K

Event2026-03-31

Filed2026-05-04

CVX

CHEVRON CORPORATION

New

Shares62.2K

Event2026-03-31

Filed2026-05-04

SCHA

SCHWAB STRATEGIC TR

New

Shares429.2K

Event2026-03-31

Filed2026-05-04

ESML

ISHARES TR

New

Shares262.5K

Event2026-03-31

Filed2026-05-04

ESGE

ISHARES INC

New

Shares271.3K

Event2026-03-31

Filed2026-05-04

WDC

WESTERN DIGITAL CORP

New

Shares44.9K

Event2026-03-31

Filed2026-05-04

GILD

GILEAD SCIENCES INC

New

Shares86.0K

Event2026-03-31

Filed2026-05-04

NFLX

NETFLIX INC.

New

Shares123.2K

Event2026-03-31

Filed2026-05-04

EWX

SPDR INDEX SHS FDS

New

Shares178.0K

Event2026-03-31

Filed2026-05-04

CAT

CATERPILLAR INC

New

Shares16.2K

Event2026-03-31

Filed2026-05-04

SCHV

SCHWAB STRATEGIC TR

New

Shares373.6K

Event2026-03-31

Filed2026-05-04

AMD

ADVANCED MICRO DEVICES INC

New

Shares55.5K

Event2026-03-31

Filed2026-05-04

MICRON TECHNOLOGY INC

New

Shares32.4K

Event2026-03-31

Filed2026-05-04

SCHW

SCHWAB CHARLES CORP

New

Shares116.3K

Event2026-03-31

Filed2026-05-04

VYM

VANGUARD WHITEHALL FDS

New

Shares73.4K

Event2026-03-31

Filed2026-05-04

EBI

RBB FUND TRUST

New

Shares187.7K

Event2026-03-31

Filed2026-05-04

ADI

ANALOG DEVICES INC

New

Shares34.1K

Event2026-03-31

Filed2026-05-04

VISA INC

New

Shares35.6K

Event2026-03-31

Filed2026-05-04

NUMV

NUSHARES ETF TR

New

Shares267.3K

Event2026-03-31

Filed2026-05-04

ADP

AUTOMATIC DATA PROCESSING IN

New

Shares50.9K

Event2026-03-31

Filed2026-05-04

TJX

TJX COS INC NEW

New

Shares64.5K

Event2026-03-31

Filed2026-05-04

DWX

SPDR INDEX SHS FDS

New

Shares220.3K

Event2026-03-31

Filed2026-05-04

VOT

VANGUARD INDEX FDS

New

Shares38.8K

Event2026-03-31

Filed2026-05-04

AZO

AUTOZONE INC

New

Shares2.8K

Event2026-03-31

Filed2026-05-04

ESGU

ISHARES TR

New

Shares67.3K

Event2026-03-31

Filed2026-05-04

PROCTER & GAMBLE CO

New

Shares64.8K

Event2026-03-31

Filed2026-05-04

AMAT

APPLIED MATLS INC

New

Shares26.8K

Event2026-03-31

Filed2026-05-04

FNDF

SCHWAB STRATEGIC TR

New

Shares182.8K

Event2026-03-31

Filed2026-05-04

RTX

RTX CORPORATION

New

Shares46.3K

Event2026-03-31

Filed2026-05-04

FTSL

FIRST TR EXCHANGE-TRADED FD

New

Shares195.6K

Event2026-03-31

Filed2026-05-04

MCK

MCKESSON CORP

New

Shares9.9K

Event2026-03-31

Filed2026-05-04

NEM

NEWMONT CORP

New

Shares78.9K

Event2026-03-31

Filed2026-05-04

ABBV

ABBVIE INC

New

Shares38.0K

Event2026-03-31

Filed2026-05-04

SHM

SPDR SERIES TRUST

New

Shares168.4K

Event2026-03-31

Filed2026-05-04

EATON CORP PLC

New

Shares22.4K

Event2026-03-31

Filed2026-05-04

VUG

VANGUARD INDEX FDS

New

Shares18.3K

Event2026-03-31

Filed2026-05-04

TXN

TEXAS INSTRS INC

New

Shares41.0K

Event2026-03-31

Filed2026-05-04

ORCL

ORACLE CORP

New

Shares53.6K

Event2026-03-31

Filed2026-05-04

HYMB

SPDR SERIES TRUST

New

Shares316.0K

Event2026-03-31

Filed2026-05-04

HOME DEPOT INC

New

Shares23.7K

Event2026-03-31

Filed2026-05-04

TMUS

T-MOBILE US INC

New

Shares34.1K

Event2026-03-31

Filed2026-05-04

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares21.1K

Event2026-03-31

Filed2026-05-04

UAL

UNITED AIRLS HLDGS INC

New

Shares77.2K

Event2026-03-31

Filed2026-05-04

BKR

BAKER HUGHES COMPANY

New

Shares113.7K

Event2026-03-31

Filed2026-05-04

SPIB

SPDR SERIES TRUST

New

Shares202.7K

Event2026-03-31

Filed2026-05-04

HPE

HEWLETT PACKARD ENTERPRISE C

New

Shares283.1K

Event2026-03-31

Filed2026-05-04

ORLY

OREILLY AUTOMOTIVE INC

New

Shares69.9K

Event2026-03-31

Filed2026-05-04

PAYX

PAYCHEX INC

New

Shares69.9K

Event2026-03-31

Filed2026-05-04

DEM

WISDOMTREE TR

New

Shares125.2K

Event2026-03-31

Filed2026-05-04

MCD

MCDONALDS CORP

New

Shares19.7K

Event2026-03-31

Filed2026-05-04

VSGX

VANGUARD WORLD FD

New

Shares83.7K

Event2026-03-31

Filed2026-05-04

GE AEROSPACE

New

Shares20.3K

Event2026-03-31

Filed2026-05-04

MPWR

MONOLITHIC PWR SYS INC

New

Shares5.2K

Event2026-03-31

Filed2026-05-04

KROGER CO

New

Shares79.1K

Event2026-03-31

Filed2026-05-04

EME

EMCOR GROUP INC

New

Shares7.7K

Event2026-03-31

Filed2026-05-04

SPSB

SPDR SERIES TRUST

New

Shares188.9K

Event2026-03-31

Filed2026-05-04

MUB

ISHARES TR

New

Shares53.4K

Event2026-03-31

Filed2026-05-04

SUB

ISHARES TR

New

Shares52.6K

Event2026-03-31

Filed2026-05-04

SCHB

SCHWAB STRATEGIC TR

New

Shares218.9K

Event2026-03-31

Filed2026-05-04

GRMN

GARMIN LTD

New

Shares23.6K

Event2026-03-31

Filed2026-05-04

MERCK & CO INC

New

Shares45.2K

Event2026-03-31

Filed2026-05-04

BAC

BANK AMERICA CORP

New

Shares111.2K

Event2026-03-31

Filed2026-05-04

BLACKROCK INC

New

Shares5.4K

Event2026-03-31

Filed2026-05-04

LPLA

LPL FINL HLDGS INC

New

Shares17.1K

Event2026-03-31

Filed2026-05-04

ARISTA NETWORKS INC

New

Shares41.6K

Event2026-03-31

Filed2026-05-04

ADBE

ADOBE INC

New

Shares20.9K

Event2026-03-31

Filed2026-05-04

IJS

ISHARES TR

New

Shares42.5K

Event2026-03-31

Filed2026-05-04

BMY

BRISTOL-MYERS SQUIBB CO

New

Shares82.9K

Event2026-03-31

Filed2026-05-04

INTC

INTEL CORP

New

Shares112.1K

Event2026-03-31

Filed2026-05-04

ETR

ENTERGY CORP NEW

New

Shares43.8K

Event2026-03-31

Filed2026-05-04

FNDE

SCHWAB STRATEGIC TR

New

Shares126.6K

Event2026-03-31

Filed2026-05-04

VANGUARD INTL EQUITY INDEX F

New

Shares34.8K

Event2026-03-31

Filed2026-05-04

MASTERCARD INCORPORATED

New

Shares9.6K

Event2026-03-31

Filed2026-05-04

GEV

GE VERNOVA INC

New

Shares5.5K

Event2026-03-31

Filed2026-05-04

PLTR

PALANTIR TECHNOLOGIES INC

New

Shares32.7K

Event2026-03-31

Filed2026-05-04

DES

WISDOMTREE TR

New

Shares132.1K

Event2026-03-31

Filed2026-05-04

CAH

CARDINAL HEALTH INC

New

Shares22.4K

Event2026-03-31

Filed2026-05-04

DLS

WISDOMTREE TR

New

Shares56.2K

Event2026-03-31

Filed2026-05-04

HIG

HARTFORD INSURANCE GROUP INC

New

Shares33.5K

Event2026-03-31

Filed2026-05-04

ACGL

ARCH CAP GROUP LTD

New

Shares46.9K

Event2026-03-31

Filed2026-05-04

COCA COLA CO

New

Shares58.9K

Event2026-03-31

Filed2026-05-04

SBUX

STARBUCKS CORP

New

Shares49.9K

Event2026-03-31

Filed2026-05-04

VBK

VANGUARD INDEX FDS

New

Shares14.7K

Event2026-03-31

Filed2026-05-04

QCOM

QUALCOMM INC

New

Shares33.9K

Event2026-03-31

Filed2026-05-04

PARKER-HANNIFIN CORP

New

Shares4.8K

Event2026-03-31

Filed2026-05-04

IWB

ISHARES TR

New

Shares12.0K

Event2026-03-31

Filed2026-05-04

WEC ENERGY GROUP INC

New

Shares36.7K

Event2026-03-31

Filed2026-05-04

AXP

AMERICAN EXPRESS CO

New

Shares14.0K

Event2026-03-31

Filed2026-05-04

AMGN

AMGEN INC

New

Shares11.8K

Event2026-03-31

Filed2026-05-04

DFUS

DIMENSIONAL ETF TRUST

New

Shares58.3K

Event2026-03-31

Filed2026-05-04

DEERE & CO

New

Shares7.2K

Event2026-03-31

Filed2026-05-04

KAT

ADVISORS SER TR

New

Shares75.5K

Event2026-03-31

Filed2026-05-04

CPNG

COUPANG INC

New

Shares208.8K

Event2026-03-31

Filed2026-05-04

EMXC

ISHARES INC

New

Shares49.7K

Event2026-03-31

Filed2026-05-04

HYD

VANECK ETF TRUST

New

Shares76.3K

Event2026-03-31

Filed2026-05-04

BOEING CO

New

Shares19.2K

Event2026-03-31

Filed2026-05-04

GOLDMAN SACHS GROUP INC

New

Shares4.4K

Event2026-03-31

Filed2026-05-04

CME

CME GROUP INC

New

Shares12.3K

Event2026-03-31

Filed2026-05-04

IWD

ISHARES TR

New

Shares16.8K

Event2026-03-31

Filed2026-05-04

BSV

VANGUARD BD INDEX FDS

New

Shares45.5K

Event2026-03-31

Filed2026-05-04

DUKE ENERGY CORP NEW

New

Shares27.0K

Event2026-03-31

Filed2026-05-04

SCHH

SCHWAB STRATEGIC TR

New

Shares162.1K

Event2026-03-31

Filed2026-05-04

STT

STATE STR CORP

New

Shares27.5K

Event2026-03-31

Filed2026-05-04

NVR

NVR INC

New

Shares528

Event2026-03-31

Filed2026-05-04

SCHD

SCHWAB STRATEGIC TR

New

Shares113.3K

Event2026-03-31

Filed2026-05-04

IEFA

ISHARES TR

New

Shares38.3K

Event2026-03-31

Filed2026-05-04

BSCR

INVESCO EXCH TRD SLF IDX FD

New

Shares175.8K

Event2026-03-31

Filed2026-05-04

DHR

DANAHER CORP DEL

New

Shares18.2K

Event2026-03-31

Filed2026-05-04

VERIZON COMMUNICATIONS INC

New

Shares68.3K

Event2026-03-31

Filed2026-05-04

BSCV

INVESCO EXCH TRD SLF IDX FD

New

Shares208.3K

Event2026-03-31

Filed2026-05-04

BSCS

INVESCO EXCH TRD SLF IDX FD

New

Shares167.7K

Event2026-03-31

Filed2026-05-04

BSCT

INVESCO EXCH TRD SLF IDX FD

New

Shares183.6K

Event2026-03-31

Filed2026-05-04

BSCQ

INVESCO EXCH TRD SLF IDX FD

New

Shares175.2K

Event2026-03-31

Filed2026-05-04

SCCO

SOUTHERN COPPER CORP

New

Shares19.6K

Event2026-03-31

Filed2026-05-04

BSCU

INVESCO EXCH TRD SLF IDX FD

New

Shares200.3K

Event2026-03-31

Filed2026-05-04

ABT

ABBOTT LABORATORIES

New

Shares32.2K

Event2026-03-31

Filed2026-05-04

SCHZ

SCHWAB STRATEGIC TR

New

Shares140.2K

Event2026-03-31

Filed2026-05-04

AIG

AMERICAN INTL GROUP INC

New

Shares42.4K

Event2026-03-31

Filed2026-05-04

SCHG

SCHWAB STRATEGIC TR

New

Shares108.0K

Event2026-03-31

Filed2026-05-04

BSCW

INVESCO EXCH TRD SLF IDX FD

New

Shares151.8K

Event2026-03-31

Filed2026-05-04

CRH PLC

New

Shares29.4K

Event2026-03-31

Filed2026-05-04

VGT

VANGUARD WORLD FD

New

Shares4.4K

Event2026-03-31

Filed2026-05-04

FNDX

SCHWAB STRATEGIC TR

New

Shares109.1K

Event2026-03-31

Filed2026-05-04

ISHARES GOLD TR

New

Shares34.4K

Event2026-03-31

Filed2026-05-04

SPYV

SPDR SERIES TRUST

New

Shares53.2K

Event2026-03-31

Filed2026-05-04

IWN

ISHARES TR

New

Shares15.8K

Event2026-03-31

Filed2026-05-04

NTCT

NETSCOUT SYS INC

New

Shares93.6K

Event2026-03-31

Filed2026-05-04

WMB

WILLIAMS COS INC

New

Shares40.9K

Event2026-03-31

Filed2026-05-04

PEP

PEPSICO INC

New

Shares19.0K

Event2026-03-31

Filed2026-05-04

FDM

FIRST TR EXCHANGE-TRADED FD

New

Shares35.8K

Event2026-03-31

Filed2026-05-04

FISERV INC

New

Shares51.7K

Event2026-03-31

Filed2026-05-04

BRK.A

BERKSHIRE HATHAWAY INC DEL

New

Shares4

Event2026-03-31

Filed2026-05-04

DAL

DELTA AIR LINES INC

New

Shares42.7K

Event2026-03-31

Filed2026-05-04

VIG

VANGUARD SPECIALIZED FUNDS

New

Shares13.2K

Event2026-03-31

Filed2026-05-04

MORGAN STANLEY

New

Shares17.2K

Event2026-03-31

Filed2026-05-04

NEE

NEXTERA ENERGY INC

New

Shares29.8K

Event2026-03-31

Filed2026-05-04

KEYS

KEYSIGHT TECHNOLOGIES INC

New

Shares9.8K

Event2026-03-31

Filed2026-05-04

IVW

ISHARES TR

New

Shares24.2K

Event2026-03-31

Filed2026-05-04

GENERAL DYNAMICS CORP

New

Shares7.9K

Event2026-03-31

Filed2026-05-04

WFC

WELLS FARGO & CO

New

Shares33.8K

Event2026-03-31

Filed2026-05-04

ANGLOGOLD ASHANTI PLC

New

Shares27.6K

Event2026-03-31

Filed2026-05-04

XLK

SELECT SECTOR SPDR TR

New

Shares20.2K

Event2026-03-31

Filed2026-05-04

NTB

BANK OF N T BUTTERFIELD & SO

New

Shares50.7K

Event2026-03-31

Filed2026-05-04

WRB

BERKLEY W R CORP

New

Shares39.8K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

New

Shares9.1K

Event2026-03-31

Filed2026-05-04

IDV

ISHARES TR

New

Shares60.7K

Event2026-03-31

Filed2026-05-04

KLAC

KLA CORP

New

Shares1.7K

Event2026-03-31

Filed2026-05-04

NDAQ

NASDAQ INC

New

Shares28.7K

Event2026-03-31

Filed2026-05-04

SANM

SANMINA CORP

New

Shares18.8K

Event2026-03-31

Filed2026-05-04

CANADIAN PACIFIC KANSAS CITY

New

Shares30.8K

Event2026-03-31

Filed2026-05-04

LNG

CHENIERE ENERGY INC

New

Shares8.5K

Event2026-03-31

Filed2026-05-04

IWM

ISHARES TR

New

Shares9.7K

Event2026-03-31

Filed2026-05-04

LOW

LOWES COS INC

New

Shares10.1K

Event2026-03-31

Filed2026-05-04

LMT

LOCKHEED MARTIN CORP

New

Shares3.9K

Event2026-03-31

Filed2026-05-04

FTNT

FORTINET INC

New

Shares29.2K

Event2026-03-31

Filed2026-05-04

CITIGROUP INC

New

Shares21.0K

Event2026-03-31

Filed2026-05-04

EFA

ISHARES TR

New

Shares24.4K

Event2026-03-31

Filed2026-05-04

COP

CONOCOPHILLIPS

New

Shares17.8K

Event2026-03-31

Filed2026-05-04

EOG

EOG RES INC

New

Shares15.9K

Event2026-03-31

Filed2026-05-04

UNP

UNION PAC CORP

New

Shares9.3K

Event2026-03-31

Filed2026-05-04

PANW

PALO ALTO NETWORKS INC

New

Shares14.0K

Event2026-03-31

Filed2026-05-04

DIA

STATE STR SPDR DOW JONES IND

New

Shares4.8K

Event2026-03-31

Filed2026-05-04

UBER

UBER TECHNOLOGIES INC

New

Shares31.1K

Event2026-03-31

Filed2026-05-04

SUSB

ISHARES TR

New

Shares87.0K

Event2026-03-31

Filed2026-05-04

WSR

WHITESTONE REIT

New

Shares134.1K

Event2026-03-31

Filed2026-05-04

HON

HONEYWELL INTL INC

New

Shares9.3K

Event2026-03-31

Filed2026-05-04

SNA

SNAP ON INC

New

Shares5.7K

Event2026-03-31

Filed2026-05-04

DIS

DISNEY WALT CO

New

Shares21.2K

Event2026-03-31

Filed2026-05-04

RELY

REMITLY GLOBAL INC

New

Shares129.7K

Event2026-03-31

Filed2026-05-04

CMF

ISHARES TR

New

Shares35.2K

Event2026-03-31

Filed2026-05-04

AXS

AXIS CAP HLDGS LTD

New

Shares19.3K

Event2026-03-31

Filed2026-05-04

VEU

VANGUARD INTL EQUITY INDEX F

New

Shares26.0K

Event2026-03-31

Filed2026-05-04

PBP

INVESCO EXCHANGE TRADED FD T

New

Shares88.2K

Event2026-03-31

Filed2026-05-04

USB

US BANCORP

New

Shares37.2K

Event2026-03-31

Filed2026-05-04

LOAR

LOAR HOLDINGS INC

New

Shares33.7K

Event2026-03-31

Filed2026-05-04

TMO

THERMO FISHER SCIENTIFIC INC

New

Shares3.9K

Event2026-03-31

Filed2026-05-04

PHM

PULTE GROUP INC

New

Shares16.3K

Event2026-03-31

Filed2026-05-04

LINDE PLC

New

Shares3.9K

Event2026-03-31

Filed2026-05-04

LAUR

LAUREATE ED INC

New

Shares54.5K

Event2026-03-31

Filed2026-05-04

IJH

ISHARES TR

New

Shares28.0K

Event2026-03-31

Filed2026-05-04

DGS

WISDOMTREE TR

New

Shares31.4K

Event2026-03-31

Filed2026-05-04

ACWI

ISHARES TR

New

Shares13.6K

Event2026-03-31

Filed2026-05-04

EDWARDS LIFESCIENCES CORP

New

Shares23.2K

Event2026-03-31

Filed2026-05-04

AEP

AMERICAN ELEC PWR CO INC

New

Shares13.7K

Event2026-03-31

Filed2026-05-04

TRV

TRAVELERS COMPANIES INC

New

Shares6.1K

Event2026-03-31

Filed2026-05-04

COF

CAPITAL ONE FINL CORP

New

Shares9.7K

Event2026-03-31

Filed2026-05-04

FAST

FASTENAL CO

New

Shares37.3K

Event2026-03-31

Filed2026-05-04

ASML

ASML HLDG NV

New

Shares1.3K

Event2026-03-31

Filed2026-05-04

CCL

CARNIVAL CORP

New

Shares66.5K

Event2026-03-31

Filed2026-05-04

COLGATE PALMOLIVE CO

New

Shares19.8K

Event2026-03-31

Filed2026-05-04

AFL

AFLAC INC

New

Shares15.3K

Event2026-03-31

Filed2026-05-04

NOC

NORTHROP GRUMMAN CORP

New

Shares2.4K

Event2026-03-31

Filed2026-05-04

JBL

JABIL INC

New

Shares6.2K

Event2026-03-31

Filed2026-05-04

NXT

NEXTPOWER INC

New

Shares13.6K

Event2026-03-31

Filed2026-05-04

CPRX

CATALYST PHARMACEUTICALS INC

New

Shares66.2K

Event2026-03-31

Filed2026-05-04

WELL

WELLTOWER INC

New

Shares8.2K

Event2026-03-31

Filed2026-05-04

GLD

SPDR GOLD TR

New

Shares3.8K

Event2026-03-31

Filed2026-05-04

NUDM

NUSHARES ETF TR

New

Shares44.9K

Event2026-03-31

Filed2026-05-04

ORI

OLD REP INTL CORP

New

Shares40.6K

Event2026-03-31

Filed2026-05-04

CMCSA

COMCAST CORP NEW

New

Shares55.2K

Event2026-03-31

Filed2026-05-04

INVESCO EXCHANGE TRADED FD T

New

Shares8.2K

Event2026-03-31

Filed2026-05-04

SPGI

S&P GLOBAL INC

New

Shares3.7K

Event2026-03-31

Filed2026-05-04

MSI

MOTOROLA SOLUTIONS INC

New

Shares3.6K

Event2026-03-31

Filed2026-05-04

VYMI

VANGUARD WHITEHALL FDS

New

Shares16.4K

Event2026-03-31

Filed2026-05-04

SCZ

ISHARES TR

New

Shares19.6K

Event2026-03-31

Filed2026-05-04

SHW

SHERWIN WILLIAMS CO

New

Shares4.8K

Event2026-03-31

Filed2026-05-04

INHIBRX BIOSCIENCES INC

New

Shares22.6K

Event2026-03-31

Filed2026-05-04

AGILENT TECHNOLOGIES INC

New

Shares13.2K

Event2026-03-31

Filed2026-05-04

UMMA

LISTED FDS TR

New

Shares48.3K

Event2026-03-31

Filed2026-05-04

FOXA

FOX CORP

New

Shares25.0K

Event2026-03-31

Filed2026-05-04

IWF

ISHARES TR

New

Shares3.4K

Event2026-03-31

Filed2026-05-04

NVS

NOVARTIS AG

New

Shares9.5K

Event2026-03-31

Filed2026-05-04

AVA

AVISTA CORP

New

Shares36.1K

Event2026-03-31

Filed2026-05-04

SGOV

ISHARES TR

New

Shares14.3K

Event2026-03-31

Filed2026-05-04

PCAR

PACCAR INC

New

Shares12.3K

Event2026-03-31

Filed2026-05-04

CONSOLIDATED EDISON INC

New

Shares12.3K

Event2026-03-31

Filed2026-05-04

PNC

PNC FINL SVCS GROUP INC

New

Shares6.7K

Event2026-03-31

Filed2026-05-04

SCHK

SCHWAB STRATEGIC TR

New

Shares43.3K

Event2026-03-31

Filed2026-05-04

SPSM

SPDR SERIES TRUST

New

Shares27.9K

Event2026-03-31

Filed2026-05-04

UNH

UNITEDHEALTH GROUP INC

New

Shares5.0K

Event2026-03-31

Filed2026-05-04

INVESCO EXCH TRADED FD TR II

New

Shares18.3K

Event2026-03-31

Filed2026-05-04

BKE

BUCKLE INC

New

Shares26.4K

Event2026-03-31

Filed2026-05-04

PRDO

PERDOCEO ED CORP

New

Shares35.2K

Event2026-03-31

Filed2026-05-04

IEI

ISHARES TR

New

Shares11.0K

Event2026-03-31

Filed2026-05-04

SEIC

SEI INVTS CO

New

Shares16.6K

Event2026-03-31

Filed2026-05-04

PLD

PROLOGIS INC.

New

Shares9.8K

Event2026-03-31

Filed2026-05-04

FITB

FIFTH THIRD BANCORP

New

Shares27.8K

Event2026-03-31

Filed2026-05-04

ITW

ILLINOIS TOOL WKS INC

New

Shares5.0K

Event2026-03-31

Filed2026-05-04

SUPER MICRO COMPUTER INC

New

Shares56.5K

Event2026-03-31

Filed2026-05-04

BKNG

BOOKING HOLDINGS INC

New

Shares301

Event2026-03-31

Filed2026-05-04

DHS

WISDOMTREE TR

New

Shares11.6K

Event2026-03-31

Filed2026-05-04

ECL

ECOLAB INC

New

Shares4.7K

Event2026-03-31

Filed2026-05-04

WASTE MGMT INC DEL

New

Shares5.5K

Event2026-03-31

Filed2026-05-04

TWLO

TWILIO INC

New

Shares9.8K

Event2026-03-31

Filed2026-05-04

WRLD

WORLD ACCEP CORPORATION

New

Shares9.2K

Event2026-03-31

Filed2026-05-04

EEMS

ISHARES INC

New

Shares17.8K

Event2026-03-31

Filed2026-05-04

ALL

ALLSTATE CORP

New

Shares5.9K

Event2026-03-31

Filed2026-05-04

WPM

WHEATON PRECIOUS METALS CORP

New

Shares9.3K

Event2026-03-31

Filed2026-05-04

HAMILTON INSURANCE GROUP LTD

New

Shares40.3K

Event2026-03-31

Filed2026-05-04

JMOM

J P MORGAN EXCHANGE TRADED F

New

Shares17.7K

Event2026-03-31

Filed2026-05-04

INSW

INTERNATIONAL SEAWAYS INC

New

Shares16.2K

Event2026-03-31

Filed2026-05-04

PGR

PROGRESSIVE CORP

New

Shares5.9K

Event2026-03-31

Filed2026-05-04

APH

AMPHENOL CORP

New

Shares9.3K

Event2026-03-31

Filed2026-05-04

TNK

TEEKAY TANKERS LTD

New

Shares15.6K

Event2026-03-31

Filed2026-05-04

ROK

ROCKWELL AUTOMATION INC

New

Shares3.2K

Event2026-03-31

Filed2026-05-04

SSRM

SSR MINING IN

New

Shares38.8K

Event2026-03-31

Filed2026-05-04

PFE

PFIZER INC

New

Shares39.9K

Event2026-03-31

Filed2026-05-04

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

New

Shares18.2K

Event2026-03-31

Filed2026-05-04

SHY

ISHARES TR

New

Shares13.5K

Event2026-03-31

Filed2026-05-04

OKE

ONEOK INC NEW

New

Shares12.2K

Event2026-03-31

Filed2026-05-04

TDY

TELEDYNE TECHNOLOGIES INC

New

Shares1.8K

Event2026-03-31

Filed2026-05-04

IUSG

ISHARES TR

New

Shares7.1K

Event2026-03-31

Filed2026-05-04

ASX

ASE TECHNOLOGY HLDG CO LTD

New

Shares51.0K

Event2026-03-31

Filed2026-05-04

RALPH LAUREN CORP

New

Shares3.2K

Event2026-03-31

Filed2026-05-04

HWM

HOWMET AEROSPACE INC

New

Shares4.7K

Event2026-03-31

Filed2026-05-04

UVE

UNIVERSAL INS HLDGS INC

New

Shares31.7K

Event2026-03-31

Filed2026-05-04

JAZZ

JAZZ PHARMACEUTICALS PLC

New

Shares5.7K

Event2026-03-31

Filed2026-05-04

UNM

UNUM GROUP

New

Shares14.6K

Event2026-03-31

Filed2026-05-04

SYF

SYNCHRONY FINANCIAL

New

Shares15.7K

Event2026-03-31

Filed2026-05-04

SUSC

ISHARES TR

New

Shares45.9K

Event2026-03-31

Filed2026-05-04

GENPACT LIMITED

New

Shares28.4K

Event2026-03-31

Filed2026-05-04

ALKS

ALKERMES PLC

New

Shares29.8K

Event2026-03-31

Filed2026-05-04

BHP

BHP BILLITON LIMITED

New

Shares14.5K

Event2026-03-31

Filed2026-05-04

PLAB

PHOTRONICS INC

New

Shares26.0K

Event2026-03-31

Filed2026-05-04

EMB

ISHARES TR

New

Shares11.2K

Event2026-03-31

Filed2026-05-04

HP INC

New

Shares54.2K

Event2026-03-31

Filed2026-05-04

CDNS

CADENCE DESIGN SYSTEM INC

New

Shares3.7K

Event2026-03-31

Filed2026-05-04

FPEI

FIRST TR EXCH TRADED FD III

New

Shares54.4K

Event2026-03-31

Filed2026-05-04

FLEX

FLEXTRONICS INTL LTD

New

Shares15.7K

Event2026-03-31

Filed2026-05-04

CIEN

CIENA CORP

New

Shares2.6K

Event2026-03-31

Filed2026-05-04

DUPONT DE NEMOURS INC

New

Shares22.3K

Event2026-03-31

Filed2026-05-04

PAHC

PHIBRO ANIMAL HEALTH CORP

New

Shares18.5K

Event2026-03-31

Filed2026-05-04

FNDA

SCHWAB STRATEGIC TR

New

Shares31.5K

Event2026-03-31

Filed2026-05-04

SOXX

ISHARES TR

New

Shares3.1K

Event2026-03-31

Filed2026-05-04

SDY

SPDR SERIES TRUST

New

Shares7.0K

Event2026-03-31

Filed2026-05-04

DHT

DHT HOLDINGS INC

New

Shares55.5K

Event2026-03-31

Filed2026-05-04

AEE

AMEREN CORP

New

Shares9.2K

Event2026-03-31

Filed2026-05-04

CF INDUSTRIES HOLD

New

Shares7.8K

Event2026-03-31

Filed2026-05-04

JKHY

HENRY JACK & ASSOC INC

New

Shares6.4K

Event2026-03-31

Filed2026-05-04

INTU

INTUIT

New

Shares2.3K

Event2026-03-31

Filed2026-05-04

BOX

BOX INC

New

Shares42.1K

Event2026-03-31

Filed2026-05-04

EXPE

EXPEDIA GROUP INC

New

Shares4.3K

Event2026-03-31

Filed2026-05-04

CRWD

CROWDSTRIKE HLDGS INC

New

Shares2.5K

Event2026-03-31

Filed2026-05-04

CVS

CVS HEALTH CORP

New

Shares13.7K

Event2026-03-31

Filed2026-05-04

BSX

BOSTON SCIENTIFIC CORP

New

Shares15.6K

Event2026-03-31

Filed2026-05-04

SHOP

SHOPIFY INC

New

Shares8.2K

Event2026-03-31

Filed2026-05-04

WSM

WILLIAMS SONOMA INC

New

Shares5.3K

Event2026-03-31

Filed2026-05-04

IVLU

ISHARES TR

New

Shares24.4K

Event2026-03-31

Filed2026-05-04

CRM

SALESFORCE INC

New

Shares5.2K

Event2026-03-31

Filed2026-05-04

ENERGY TRANSFER L P

New

Shares49.5K

Event2026-03-31

Filed2026-05-04

MNST

MONSTER BEVERAGE CORP NEW

New

Shares13.1K

Event2026-03-31

Filed2026-05-04

PTCT

PTC THERAPEUTICS INC

New

Shares13.9K

Event2026-03-31

Filed2026-05-04

CRUS

CIRRUS LOGIC INC

New

Shares6.5K

Event2026-03-31

Filed2026-05-04

MPC

MARATHON PETE CORP

New

Shares3.9K

Event2026-03-31

Filed2026-05-04

NKE

NIKE INC

New

Shares17.6K

Event2026-03-31

Filed2026-05-04

CENCORA INC

New

Shares2.9K

Event2026-03-31

Filed2026-05-04

IVE

ISHARES TR

New

Shares4.4K

Event2026-03-31

Filed2026-05-04

ACMR

ACM RESH INC

New

Shares23.4K

Event2026-03-31

Filed2026-05-04

FCX

FREEPORT MCMORAN INC

New

Shares15.6K

Event2026-03-31

Filed2026-05-04

BLOOM ENERGY CORP

New

Shares6.7K

Event2026-03-31

Filed2026-05-04

AGG

ISHARES TR

New

Shares9.0K

Event2026-03-31

Filed2026-05-04

ORKA

ORUKA THERAPEUTICS INC

New

Shares18.2K

Event2026-03-31

Filed2026-05-04

VLTO

VERALTO CORP

New

Shares10.1K

Event2026-03-31

Filed2026-05-04

MTB

M & T BK CORP

New

Shares4.3K

Event2026-03-31

Filed2026-05-04

AMP

AMERIPRISE FINL INC

New

Shares2.0K

Event2026-03-31

Filed2026-05-04

EBAY

EBAY INC.

New

Shares9.7K

Event2026-03-31

Filed2026-05-04

AOS

SMITH A O CORP

New

Shares13.3K

Event2026-03-31

Filed2026-05-04

IWR

ISHARES TR

New

Shares9.0K

Event2026-03-31

Filed2026-05-04

ABNB

AIRBNB INC

New

Shares6.8K

Event2026-03-31

Filed2026-05-04

SAN

BANCO SANTANDER SA

New

Shares76.3K

Event2026-03-31

Filed2026-05-04

TAK

TAKEDA PHARMACEUTICAL CO LTD

New

Shares45.9K

Event2026-03-31

Filed2026-05-04

ARM

ARM HOLDINGS PLC

New

Shares5.6K

Event2026-03-31

Filed2026-05-04

IGM

ISHARES TR

New

Shares7.1K

Event2026-03-31

Filed2026-05-04

HYS

PIMCO ETF TR

New

Shares9.1K

Event2026-03-31

Filed2026-05-04

INGR

INGREDION INC

New

Shares7.5K

Event2026-03-31

Filed2026-05-04

ETD

ETHAN ALLEN INTERIORS INC

New

Shares37.6K

Event2026-03-31

Filed2026-05-04

NULG

NUSHARES ETF TR

New

Shares9.2K

Event2026-03-31

Filed2026-05-04

OHI

OMEGA HEALTHCARE INVS INC

New

Shares18.9K

Event2026-03-31

Filed2026-05-04

EVERSOURCE ENERGY

New

Shares11.9K

Event2026-03-31

Filed2026-05-04

AME

AMETEK INC

New

Shares3.8K

Event2026-03-31

Filed2026-05-04

WAB

WABTEC

New

Shares3.3K

Event2026-03-31

Filed2026-05-04

SHEL

SHELL PLC

New

Shares8.7K

Event2026-03-31

Filed2026-05-04

MAR

MARRIOTT INTL INC NEW

New

Shares2.5K

Event2026-03-31

Filed2026-05-04

INVESCO EXCHANGE TRADED FD T

New

Shares17.0K

Event2026-03-31

Filed2026-05-04

ACCENTURE PLC IRELAND

New

Shares4.1K

Event2026-03-31

Filed2026-05-04

FBP

FIRST BANCORP CORPORATION

New

Shares37.7K

Event2026-03-31

Filed2026-05-04

RMBS

RAMBUS INC DEL

New

Shares9.3K

Event2026-03-31

Filed2026-05-04

ULTA

ULTA BEAUTY INC

New

Shares1.5K

Event2026-03-31

Filed2026-05-04

NNN

NNN REIT INC

New

Shares18.9K

Event2026-03-31

Filed2026-05-04

CLH

CLEAN HARBORS INC

New

Shares2.8K

Event2026-03-31

Filed2026-05-04

THE CIGNA GROUP

New

Shares2.9K

Event2026-03-31

Filed2026-05-04

MMC

MARSH & MCLENNAN COS INC

New

Shares4.5K

Event2026-03-31

Filed2026-05-04

IDCC

INTERDIGITAL INC

New

Shares2.6K

Event2026-03-31

Filed2026-05-04

YUM

YUM BRANDS INC

New

Shares5.0K

Event2026-03-31

Filed2026-05-04

WWD

WOODWARD INC

New

Shares2.2K

Event2026-03-31

Filed2026-05-04

PFBC

PREFERRED BK LOS ANGELES CA

New

Shares8.5K

Event2026-03-31

Filed2026-05-04

TER

TERADYNE INC

New

Shares2.6K

Event2026-03-31

Filed2026-05-04

CCK

CROWN HLDGS INC

New

Shares7.6K

Event2026-03-31

Filed2026-05-04

SLF

SUN LIFE FINANCIAL INC.

New

Shares12.0K

Event2026-03-31

Filed2026-05-04

ESS

ESSEX PPTY TR INC

New

Shares3.1K

Event2026-03-31

Filed2026-05-04

TXG

10X GENOMICS INC

New

Shares35.2K

Event2026-03-31

Filed2026-05-04

CURTISS WRIGHT CORP

New

Shares1.1K

Event2026-03-31

Filed2026-05-04

TEEKAY CORPORATION LTD

New

Shares61.0K

Event2026-03-31

Filed2026-05-04

DISV

DIMENSIONAL ETF TRUST

New

Shares18.9K

Event2026-03-31

Filed2026-05-04

BABA

ALIBABA GROUP HLDG LTD

New

Shares5.9K

Event2026-03-31

Filed2026-05-04

NUE

NUCOR CORP

New

Shares4.4K

Event2026-03-31

Filed2026-05-04

CASY

CASEYS GEN STORES INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-04

TRANE TECHNOLOGIES PLC

New

Shares1.8K

Event2026-03-31

Filed2026-05-04

SPDW

SPDR INDEX SHS FDS

New

Shares16.2K

Event2026-03-31

Filed2026-05-04

ASTRAZENECA PLC

New

Shares3.7K

Event2026-03-31

Filed2026-05-04

ITM

VANECK ETF TRUST

New

Shares15.9K

Event2026-03-31

Filed2026-05-04

FIVE

FIVE BELOW INC

New

Shares3.2K

Event2026-03-31

Filed2026-05-04

PSX

PHILLIPS 66

New

Shares4.0K

Event2026-03-31

Filed2026-05-04

CHUBB LTD SWITZ

New

Shares2.2K

Event2026-03-31

Filed2026-05-04

WDS

WOODSIDE ENERGY GROUP LTD

New

Shares30.5K

Event2026-03-31

Filed2026-05-04

EGP

EASTGROUP PPTYS INC

New

Shares3.9K

Event2026-03-31

Filed2026-05-04

ELV

ELEVANCE HEALTH INC FORMERLY

New

Shares2.5K

Event2026-03-31

Filed2026-05-04

VXF

VANGUARD INDEX FDS

New

Shares3.5K

Event2026-03-31

Filed2026-05-04

JBHT

HUNT J B TRANS SVCS INC

New

Shares3.4K

Event2026-03-31

Filed2026-05-04

BBVA

BANCO BILBAO VIZCAYA ARGENTA

New

Shares33.1K

Event2026-03-31

Filed2026-05-04

CARR

CARRIER GLOBAL CORPORATION

New

Shares12.7K

Event2026-03-31

Filed2026-05-04

CFG

CITIZENS FINL GROUP INC

New

Shares11.9K

Event2026-03-31

Filed2026-05-04

ROST

ROSS STORES INC

New

Shares3.3K

Event2026-03-31

Filed2026-05-04

ACLS

AXCELIS TECHNOLOGIES INC

New

Shares7.7K

Event2026-03-31

Filed2026-05-04

ALSN

ALLISON TRANSMISSION HLDGS I

New

Shares6.1K

Event2026-03-31

Filed2026-05-04

LAMR

LAMAR ADVERTISING CO

New

Shares5.6K

Event2026-03-31

Filed2026-05-04

ILMN

ILLUMINA INC

New

Shares5.7K

Event2026-03-31

Filed2026-05-04

GTX

GARRETT MOTION INC

New

Shares38.9K

Event2026-03-31

Filed2026-05-04

ODFL

OLD DOMINION FREIGHT LINE IN

New

Shares3.6K

Event2026-03-31

Filed2026-05-04

EVRG

EVERGY INC

New

Shares8.5K

Event2026-03-31

Filed2026-05-04

ITT INC

New

Shares3.7K

Event2026-03-31

Filed2026-05-04

EPR

EPR PPTYS

New

Shares13.9K

Event2026-03-31

Filed2026-05-04

DMXF

ISHARES TR

New

Shares9.2K

Event2026-03-31

Filed2026-05-04

CSX

CSX CORP

New

Shares16.8K

Event2026-03-31

Filed2026-05-04

MATCH GROUP INC NEW

New

Shares22.4K

Event2026-03-31

Filed2026-05-04

LGLV

SPDR SERIES TRUST

New

Shares3.9K

Event2026-03-31

Filed2026-05-04

PINS

PINTEREST INC

New

Shares37.4K

Event2026-03-31

Filed2026-05-04

MTG

MGIC INVT CORP WIS

New

Shares26.1K

Event2026-03-31

Filed2026-05-04

FABRINET

New

Shares1.3K

Event2026-03-31

Filed2026-05-04

HBT

HBT FINL INC.

New

Shares25.5K

Event2026-03-31

Filed2026-05-04

VALE

VALE S A

New

Shares42.7K

Event2026-03-31

Filed2026-05-04

BSJQ

INVESCO EXCH TRD SLF IDX FD

New

Shares29.2K

Event2026-03-31

Filed2026-05-04

TOL

TOLL BROTHERS INC

New

Shares5.0K

Event2026-03-31

Filed2026-05-04

KMI

KINDER MORGAN INC DEL

New

Shares20.1K

Event2026-03-31

Filed2026-05-04

EPD

ENTERPRISE PRODS PARTNERS L

New

Shares17.8K

Event2026-03-31

Filed2026-05-04

ASTE

ASTEC INDS INC

New

Shares12.5K

Event2026-03-31

Filed2026-05-04

BSJU

INVESCO EXCH TRD SLF IDX FD

New

Shares26.3K

Event2026-03-31

Filed2026-05-04

BSJS

INVESCO EXCH TRD SLF IDX FD

New

Shares30.9K

Event2026-03-31

Filed2026-05-04

RMD

RESMED INC

New

Shares3.0K

Event2026-03-31

Filed2026-05-04

BSJR

INVESCO EXCH TRD SLF IDX FD

New

Shares29.7K

Event2026-03-31

Filed2026-05-04

BLACKSTONE INC

New

Shares5.8K

Event2026-03-31

Filed2026-05-04

MCHP

MICROCHIP TECHNOLOGY INC.

New

Shares10.3K

Event2026-03-31

Filed2026-05-04

XYZ

BLOCK INC

New

Shares11.0K

Event2026-03-31

Filed2026-05-04

PTC

PTC INC

New

Shares4.6K

Event2026-03-31

Filed2026-05-04

TE CONNECTIVITY PLC

New

Shares3.1K

Event2026-03-31

Filed2026-05-04

TIP

ISHARES TR

New

Shares5.9K

Event2026-03-31

Filed2026-05-04

BSJT

INVESCO EXCH TRD SLF IDX FD

New

Shares31.0K

Event2026-03-31

Filed2026-05-04

DYNATRACE INC

New

Shares17.6K

Event2026-03-31

Filed2026-05-04

STNG

SCORPIO TANKERS INC

New

Shares8.7K

Event2026-03-31

Filed2026-05-04

VONG

VANGUARD SCOTTSDALE FDS

New

Shares5.9K

Event2026-03-31

Filed2026-05-04

XYL

XYLEM INC

New

Shares5.4K

Event2026-03-31

Filed2026-05-04

MAS

MASCO CORP

New

Shares10.7K

Event2026-03-31

Filed2026-05-04

AVY

AVERY DENNISON CORP

New

Shares3.7K

Event2026-03-31

Filed2026-05-04

FDX

FEDEX CORP

New

Shares1.8K

Event2026-03-31

Filed2026-05-04

BSJV

INVESCO EXCH TRD SLF IDX FD

New

Shares24.8K

Event2026-03-31

Filed2026-05-04

VLO

VALERO ENERGY CORP

New

Shares2.6K

Event2026-03-31

Filed2026-05-04

DBX

DROPBOX INC

New

Shares28.3K

Event2026-03-31

Filed2026-05-04

MET

METLIFE INC

New

Shares9.1K

Event2026-03-31

Filed2026-05-04

RIO

RIO TINTO PLC

New

Shares6.9K

Event2026-03-31

Filed2026-05-04

ISRG

INTUITIVE SURGICAL INC

New

Shares1.4K

Event2026-03-31

Filed2026-05-04

MAA

MID-AMER APT CMNTYS INC

New

Shares5.2K

Event2026-03-31

Filed2026-05-04

RSG

REPUBLIC SVCS INC

New

Shares2.9K

Event2026-03-31

Filed2026-05-04

POWL

POWELL INDS INC

New

Shares1.2K

Event2026-03-31

Filed2026-05-04

BROOKFIELD CORP

New

Shares15.7K

Event2026-03-31

Filed2026-05-04

ITOT

ISHARES TR

New

Shares4.5K

Event2026-03-31

Filed2026-05-04

DGICA

DONEGAL GROUP INC

New

Shares36.7K

Event2026-03-31

Filed2026-05-04

REGIONS FINANCIAL CORP NEW

New

Shares24.1K

Event2026-03-31

Filed2026-05-04

GPOR

GULFPORT ENERGY CORP

New

Shares3.0K

Event2026-03-31

Filed2026-05-04

BYD

BOYD GAMING CORP

New

Shares7.6K

Event2026-03-31

Filed2026-05-04

ZION

ZIONS BANCORPORATION NATL AS

New

Shares10.9K

Event2026-03-31

Filed2026-05-04

IBKR

INTERACTIVE BROKERS GROUP IN

New

Shares9.3K

Event2026-03-31

Filed2026-05-04

IDT

IDT CORP

New

Shares12.7K

Event2026-03-31

Filed2026-05-04

Call Option Holdings

SLV Call CallISHARES SILVER TR4.0K sharesnew addition2026-03-312026-05-04

SPY Call CallSTATE STR SPDR S&P 500 ETF T300 sharesnew addition2026-03-312026-05-04

AMAT Call CallAPPLIED MATLS INC100 sharesnew addition2026-03-312026-05-04

TSM Call CallTAIWAN SEMICONDUCTOR MANUFAC100 sharesnew addition2026-03-312026-05-04

T Call CallAT&T INC1.0K sharesnew addition2026-03-312026-05-04

ADP Call CallAUTOMATIC DATA PROCESSING IN100 sharesnew addition2026-03-312026-05-04

NVDA Call CallNVIDIA CORPORATION100 sharesnew addition2026-03-312026-05-04

SCHW Call CallSCHWAB CHARLES CORP100 sharesnew addition2026-03-312026-05-04

SLV Call

ISHARES SILVER TR

New

Shares4.0K

Event2026-03-31

Filed2026-05-04

SPY Call

STATE STR SPDR S&P 500 ETF T

New

Shares300

Event2026-03-31

Filed2026-05-04

AMAT Call

APPLIED MATLS INC

New

Shares100

Event2026-03-31

Filed2026-05-04

TSM Call

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares100

Event2026-03-31

Filed2026-05-04

T Call

AT&T INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-04

ADP Call

AUTOMATIC DATA PROCESSING IN

New

Shares100

Event2026-03-31

Filed2026-05-04

NVDA Call

NVIDIA CORPORATION

New

Shares100

Event2026-03-31

Filed2026-05-04

SCHW Call

SCHWAB CHARLES CORP

New

Shares100

Event2026-03-31

Filed2026-05-04

Put Option Holdings

NVDA Put PutNVIDIA CORPORATION167.4K sharesnew addition2026-03-312026-05-04

BROADCOM INC Put PutBROADCOM INC1.5K sharesnew addition2026-03-312026-05-04

XOM Put PutEXXON MOBIL CORP1.8K sharesnew addition2026-03-312026-05-04

TSLA Put PutTESLA INC200 sharesnew addition2026-03-312026-05-04

NVDA Put

NVIDIA CORPORATION

New

Shares167.4K

Event2026-03-31

Filed2026-05-04

BROADCOM INC Put

BROADCOM INC

New

Shares1.5K

Event2026-03-31

Filed2026-05-04

XOM Put

EXXON MOBIL CORP

New

Shares1.8K

Event2026-03-31

Filed2026-05-04

TSLA Put

TESLA INC

New

Shares200

Event2026-03-31

Filed2026-05-04