The Analysis of Envestnet Portfolio Solutions, Inc.'s Holdings & P&L


Currently, Envestnet Portfolio Solutions, Inc. holds 1286 types of securities in its portfolio with a total value $18.1B. In the most recent quarter, they have increased their positions in EFG (+1.7M shares, valued at $192.0M), GOVT (+6.5M shares, valued at $149.8M), BLCR (+3.3M shares, valued at $135.4M); decreased their positions in IVV (-1.9M shares, valued at $1.3B), N/A (-1.6M shares, valued at $946.8M), VEA (-9.7M shares, valued at $624.1M); initiated new positions in IDEF (+3.9M shares, valued at $129.1M), LMUB (+816.9K shares, valued at $40.8M), DMXF (+212.2K shares, valued at $16.0M).


1M P&L
+476.9M+2.57%
3M P&L
+258.6M+1.38%
HY P&L
+998.2M+5.54%

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/A15.0B
86.1%
2Semiconductors220.3M
1.3%
3Software - Infrastructure160.6M
0.9%

Top Industries by Stock Count

1N/A499 stocks
41.0%
2Banks - Regional34 stocks
2.8%
3Software - Application33 stocks
2.7%
Stock Holdings
IWY
ISHARES TR
-0.34%
Shares4.7M
Event2026-03-31
Filed2026-04-29
APUE
TRUST FOR PROFESSIONAL MANAG
-7.00%
Shares24.9M
Event2026-03-31
Filed2026-04-29
IVV
ISHARES TR
-61.65%
Shares1.2M
Event2026-03-31
Filed2026-04-29
IWX
ISHARES TR
-0.58%
Shares6.3M
Event2026-03-31
Filed2026-04-29
IUSB
ISHARES TR
0.56%
Shares12.5M
Event2026-03-31
Filed2026-04-29
IVE
ISHARES TR
-15.42%
Shares2.1M
Event2026-03-31
Filed2026-04-29
APCB
TRUST FOR PROFESSIONAL MANAG
-6.07%
Shares15.3M
Event2026-03-31
Filed2026-04-29
APIE
TRUST FOR PROFESSIONAL MANAG
-9.07%
Shares12.1M
Event2026-03-31
Filed2026-04-29
IVW
ISHARES TR
-1.21%
Shares3.7M
Event2026-03-31
Filed2026-04-29
IEMG
ISHARES INC
-53.91%
Shares5.9M
Event2026-03-31
Filed2026-04-29
IWS
ISHARES TR
-2.60%
Shares2.8M
Event2026-03-31
Filed2026-04-29
DYNF
BLACKROCK ETF TRUST
-20.47%
Shares6.6M
Event2026-03-31
Filed2026-04-29
EFV
ISHARES TR
-42.66%
Shares4.2M
Event2026-03-31
Filed2026-04-29
AGG
ISHARES TR
-60.63%
Shares3.1M
Event2026-03-31
Filed2026-04-29
TLH
ISHARES TR
32.29%
Shares3.0M
Event2026-03-31
Filed2026-04-29
IEFA
ISHARES TR
-67.62%
Shares2.9M
Event2026-03-31
Filed2026-04-29
SPY
STATE STR SPDR S&P 500 ETF T
-8.38%
Shares369.7K
Event2026-03-31
Filed2026-04-29
IWP
ISHARES TR
-12.41%
Shares1.6M
Event2026-03-31
Filed2026-04-29
EFG
ISHARES TR
1491.82%
Shares1.8M
Event2026-03-31
Filed2026-04-29
QUAL
ISHARES TR
-7.18%
Shares1.0M
Event2026-03-31
Filed2026-04-29
BNDX
VANGUARD CHARLOTTE FDS
-60.44%
Shares4.0M
Event2026-03-31
Filed2026-04-29
BAI
BLACKROCK ETF TRUST
1.17%
Shares5.6M
Event2026-03-31
Filed2026-04-29
MBB
ISHARES TR
-3.62%
Shares1.9M
Event2026-03-31
Filed2026-04-29
GOVT
ISHARES TR
457.38%
Shares8.0M
Event2026-03-31
Filed2026-04-29
THRO
BLACKROCK ETF TRUST
-1.45%
Shares4.7M
Event2026-03-31
Filed2026-04-29
MTUM
ISHARES TR
-2.03%
Shares706.4K
Event2026-03-31
Filed2026-04-29
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-85.19%
Shares275.5K
Event2026-03-31
Filed2026-04-29
NVDA
NVIDIA CORPORATION
-25.99%
Shares934.5K
Event2026-03-31
Filed2026-04-29
VTI
VANGUARD INDEX FDS
-14.12%
Shares496.6K
Event2026-03-31
Filed2026-04-29
AAPL
APPLE INC
-23.90%
Shares626.9K
Event2026-03-31
Filed2026-04-29
VEA
VANGUARD TAX-MANAGED FDS
-80.97%
Shares2.3M
Event2026-03-31
Filed2026-04-29
BLCR
BLACKROCK ETF TRUST
50573.09%
Shares3.3M
Event2026-03-31
Filed2026-04-29
XLSR
SSGA ACTIVE TR
10.11%
Shares2.2M
Event2026-03-31
Filed2026-04-29
IDEF
BLACKROCK ETF TRUST
New
Shares3.9M
Event2026-03-31
Filed2026-04-29
MUB
ISHARES TR
-32.97%
Shares1.2M
Event2026-03-31
Filed2026-04-29
IAGG
ISHARES TR
5.10%
Shares2.5M
Event2026-03-31
Filed2026-04-29
BINC
BLACKROCK ETF TRUST II
-15.05%
Shares2.3M
Event2026-03-31
Filed2026-04-29
MSFT
MICROSOFT CORP
-32.69%
Shares320.7K
Event2026-03-31
Filed2026-04-29
SPDW
SPDR INDEX SHS FDS
-8.33%
Shares2.4M
Event2026-03-31
Filed2026-04-29
DFIS
DIMENSIONAL ETF TRUST
-7.60%
Shares3.3M
Event2026-03-31
Filed2026-04-29
BND
VANGUARD BD INDEX FDS
-12.93%
Shares1.3M
Event2026-03-31
Filed2026-04-29
FISR
SSGA ACTIVE TR
40.64%
Shares3.7M
Event2026-03-31
Filed2026-04-29
AMZN
AMAZON COM INC
-27.59%
Shares455.3K
Event2026-03-31
Filed2026-04-29
VTV
VANGUARD INDEX FDS
-27.44%
Shares478.3K
Event2026-03-31
Filed2026-04-29
VXUS
VANGUARD STAR FDS
-22.31%
Shares1.2M
Event2026-03-31
Filed2026-04-29
SPEM
SPDR INDEX SHS FDS
-12.83%
Shares1.9M
Event2026-03-31
Filed2026-04-29
APMU
TRUST FOR PROFESSIONAL MANAG
-5.61%
Shares3.1M
Event2026-03-31
Filed2026-04-29
BSV
VANGUARD BD INDEX FDS
-80.15%
Shares883.4K
Event2026-03-31
Filed2026-04-29
VUG
VANGUARD INDEX FDS
-22.26%
Shares153.9K
Event2026-03-31
Filed2026-04-29
GSUS
GOLDMAN SACHS ETF TR
18.38%
Shares730.3K
Event2026-03-31
Filed2026-04-29
BROADCOM INC
BROADCOM INC
-24.01%
Shares207.9K
Event2026-03-31
Filed2026-04-29
META
META PLATFORMS INC
-31.81%
Shares112.4K
Event2026-03-31
Filed2026-04-29
AVUV
AMERICAN CENTY ETF TR
-7.61%
Shares540.5K
Event2026-03-31
Filed2026-04-29
LCTU
BLACKROCK ETF TRUST
-10.72%
Shares843.6K
Event2026-03-31
Filed2026-04-29
ALPHABET INC
ALPHABET INC
-49.08%
Shares200.9K
Event2026-03-31
Filed2026-04-29
ALPHABET INC
ALPHABET INC
-14.75%
Shares201.2K
Event2026-03-31
Filed2026-04-29
VWO
VANGUARD INTL EQUITY INDEX F
-80.38%
Shares1.0M
Event2026-03-31
Filed2026-04-29
SPSM
SPDR SERIES TRUST
-3.41%
Shares1.1M
Event2026-03-31
Filed2026-04-29
JPM
JPMORGAN CHASE & CO
-33.05%
Shares182.4K
Event2026-03-31
Filed2026-04-29
IWB
ISHARES TR
-28.19%
Shares146.6K
Event2026-03-31
Filed2026-04-29
SCHG
SCHWAB STRATEGIC TR
-11.43%
Shares1.7M
Event2026-03-31
Filed2026-04-29
SUSC
ISHARES TR
1.84%
Shares2.2M
Event2026-03-31
Filed2026-04-29
ISHARES GOLD TR
ISHARES GOLD TR
-68.17%
Shares548.0K
Event2026-03-31
Filed2026-04-29
GLD
SPDR GOLD TR
-0.02%
Shares110.1K
Event2026-03-31
Filed2026-04-29
ESGU
ISHARES TR
-0.79%
Shares330.9K
Event2026-03-31
Filed2026-04-29
SPTL
SPDR SERIES TRUST
12.08%
Shares1.7M
Event2026-03-31
Filed2026-04-29
GCOR
GOLDMAN SACHS ETF TR
32.04%
Shares1.0M
Event2026-03-31
Filed2026-04-29
CERY
SPDR SERIES TRUST
11.60%
Shares1.2M
Event2026-03-31
Filed2026-04-29
VCRB
VANGUARD MALVERN FDS
0.38%
Shares534.4K
Event2026-03-31
Filed2026-04-29
LMUB
ISHARES TR
New
Shares816.9K
Event2026-03-31
Filed2026-04-29
EAGG
ISHARES TR
14.59%
Shares844.2K
Event2026-03-31
Filed2026-04-29
IJR
ISHARES TR
-16.14%
Shares320.9K
Event2026-03-31
Filed2026-04-29
DSI
ISHARES TR
-10.38%
Shares326.1K
Event2026-03-31
Filed2026-04-29
V
VISA INC
-16.70%
Shares126.2K
Event2026-03-31
Filed2026-04-29
XOM
EXXON MOBIL CORP
-17.15%
Shares223.0K
Event2026-03-31
Filed2026-04-29
LQD
ISHARES TR
-20.54%
Shares327.9K
Event2026-03-31
Filed2026-04-29
LLY
ELI LILLY & CO
-30.91%
Shares38.7K
Event2026-03-31
Filed2026-04-29
SCHV
SCHWAB STRATEGIC TR
-1.75%
Shares1.2M
Event2026-03-31
Filed2026-04-29
BIV
VANGUARD BD INDEX FDS
-79.95%
Shares450.6K
Event2026-03-31
Filed2026-04-29
TSLA
TESLA INC
-16.99%
Shares92.7K
Event2026-03-31
Filed2026-04-29
VMBS
VANGUARD SCOTTSDALE FDS
-80.69%
Shares723.0K
Event2026-03-31
Filed2026-04-29
IGSB
ISHARES TR
-1.32%
Shares620.3K
Event2026-03-31
Filed2026-04-29
BLV
VANGUARD BD INDEX FDS
-80.73%
Shares458.6K
Event2026-03-31
Filed2026-04-29
NFLX
NETFLIX INC.
-28.05%
Shares316.2K
Event2026-03-31
Filed2026-04-29
VCIT
VANGUARD SCOTTSDALE FDS
4.05%
Shares362.7K
Event2026-03-31
Filed2026-04-29
AMAT
APPLIED MATLS INC
-4.63%
Shares87.0K
Event2026-03-31
Filed2026-04-29
USXF
ISHARES TR
-1.36%
Shares518.6K
Event2026-03-31
Filed2026-04-29
SPMD
SPDR SERIES TRUST
9.91%
Shares477.9K
Event2026-03-31
Filed2026-04-29
SPTI
SPDR SERIES TRUST
18.10%
Shares986.8K
Event2026-03-31
Filed2026-04-29
CVX
CHEVRON CORPORATION
-40.00%
Shares133.4K
Event2026-03-31
Filed2026-04-29
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
42.42%
Shares210.4K
Event2026-03-31
Filed2026-04-29
BDYN
BLACKROCK ETF TRUST
10.69%
Shares1.1M
Event2026-03-31
Filed2026-04-29
GSIE
GOLDMAN SACHS ETF TR
29.36%
Shares621.5K
Event2026-03-31
Filed2026-04-29
IEF
ISHARES TR
19.22%
Shares278.4K
Event2026-03-31
Filed2026-04-29
MO
ALTRIA GROUP INC
17.49%
Shares398.7K
Event2026-03-31
Filed2026-04-29
VEU
VANGUARD INTL EQUITY INDEX F
-18.07%
Shares348.0K
Event2026-03-31
Filed2026-04-29
IWF
ISHARES TR
-12.41%
Shares60.3K
Event2026-03-31
Filed2026-04-29
ESGE
ISHARES INC
-10.41%
Shares564.8K
Event2026-03-31
Filed2026-04-29
GWX
SPDR INDEX SHS FDS
8.19%
Shares590.4K
Event2026-03-31
Filed2026-04-29
LAM RESEARCH CORP
LAM RESEARCH CORP
-14.65%
Shares113.1K
Event2026-03-31
Filed2026-04-29
EATON CORP PLC
EATON CORP PLC
-23.95%
Shares65.7K
Event2026-03-31
Filed2026-04-29
GSLC
GOLDMAN SACHS ETF TR
30.05%
Shares183.0K
Event2026-03-31
Filed2026-04-29
CSCO
CISCO SYS INC
-31.65%
Shares291.7K
Event2026-03-31
Filed2026-04-29
BIL
SPDR SERIES TRUST
1.65%
Shares246.9K
Event2026-03-31
Filed2026-04-29
IJH
ISHARES TR
-34.86%
Shares330.6K
Event2026-03-31
Filed2026-04-29
IWD
ISHARES TR
-29.72%
Shares103.5K
Event2026-03-31
Filed2026-04-29
PG
PROCTER & GAMBLE CO
-5.30%
Shares148.5K
Event2026-03-31
Filed2026-04-29
SYSB
ISHARES TR
-3.11%
Shares238.2K
Event2026-03-31
Filed2026-04-29
CAFX
PROFESIONALLY MANAGED PORTFO
3.38%
Shares834.1K
Event2026-03-31
Filed2026-04-29
PLD
PROLOGIS INC.
-39.65%
Shares153.7K
Event2026-03-31
Filed2026-04-29
VTWO
VANGUARD SCOTTSDALE FDS
-93.50%
Shares202.2K
Event2026-03-31
Filed2026-04-29
FE
FIRSTENERGY CORP
576.92%
Shares397.6K
Event2026-03-31
Filed2026-04-29
SPDR SERIES TRUST
SPDR SERIES TRUST
-19.40%
Shares205.3K
Event2026-03-31
Filed2026-04-29
BDVL
BLACKROCK ETF TRUST
4.34%
Shares785.2K
Event2026-03-31
Filed2026-04-29
JNJ
JOHNSON & JOHNSON
-25.61%
Shares78.6K
Event2026-03-31
Filed2026-04-29
UNP
UNION PAC CORP
-22.54%
Shares77.8K
Event2026-03-31
Filed2026-04-29
APH
AMPHENOL CORP
-0.45%
Shares148.7K
Event2026-03-31
Filed2026-04-29
EVUS
ISHARES TR
-12.85%
Shares580.8K
Event2026-03-31
Filed2026-04-29
SNA
SNAP ON INC
-14.31%
Shares50.2K
Event2026-03-31
Filed2026-04-29
ABBV
ABBVIE INC
-36.86%
Shares83.0K
Event2026-03-31
Filed2026-04-29
KMI
KINDER MORGAN INC DEL
40.45%
Shares537.0K
Event2026-03-31
Filed2026-04-29
PEP
PEPSICO INC
-5.49%
Shares115.8K
Event2026-03-31
Filed2026-04-29
CME
CME GROUP INC
-16.84%
Shares60.3K
Event2026-03-31
Filed2026-04-29
COP
CONOCOPHILLIPS
-18.27%
Shares132.9K
Event2026-03-31
Filed2026-04-29
VXF
VANGUARD INDEX FDS
-88.50%
Shares84.9K
Event2026-03-31
Filed2026-04-29
ADI
ANALOG DEVICES INC
-32.97%
Shares53.9K
Event2026-03-31
Filed2026-04-29
KO
COCA COLA CO
-5.16%
Shares225.3K
Event2026-03-31
Filed2026-04-29
RF
REGIONS FINANCIAL CORP NEW
-3.48%
Shares653.3K
Event2026-03-31
Filed2026-04-29
GVI
ISHARES TR
2.40%
Shares159.4K
Event2026-03-31
Filed2026-04-29
EMHC
SPDR SERIES TRUST
19.22%
Shares672.3K
Event2026-03-31
Filed2026-04-29
EBND
SPDR SERIES TRUST
4.13%
Shares804.5K
Event2026-03-31
Filed2026-04-29
EVRG
EVERGY INC
59.30%
Shares201.2K
Event2026-03-31
Filed2026-04-29
KHC
KRAFT HEINZ CO
4646.18%
Shares715.2K
Event2026-03-31
Filed2026-04-29
DMXF
ISHARES TR
New
Shares212.2K
Event2026-03-31
Filed2026-04-29
IDXX
IDEXX LABS INC
-7.97%
Shares28.2K
Event2026-03-31
Filed2026-04-29
SCZ
ISHARES TR
-1.16%
Shares200.8K
Event2026-03-31
Filed2026-04-29
TMO
THERMO FISHER SCIENTIFIC INC
13.25%
Shares31.9K
Event2026-03-31
Filed2026-04-29
IWR
ISHARES TR
-51.79%
Shares156.8K
Event2026-03-31
Filed2026-04-29
BCUS
EXCHANGE LISTED FDS TR
21.21%
Shares474.9K
Event2026-03-31
Filed2026-04-29
ORCL
ORACLE CORP
-20.80%
Shares103.1K
Event2026-03-31
Filed2026-04-29
AMCOR PLC
AMCOR PLC
New
Shares379.0K
Event2026-03-31
Filed2026-04-29
BOND
PIMCO ETF TR
-16.93%
Shares161.6K
Event2026-03-31
Filed2026-04-29
PLTR
PALANTIR TECHNOLOGIES INC
-3.74%
Shares101.5K
Event2026-03-31
Filed2026-04-29
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-26.81%
Shares77.2K
Event2026-03-31
Filed2026-04-29
TROW
PRICE T ROWE GROUP INC
0.71%
Shares164.0K
Event2026-03-31
Filed2026-04-29
HD
HOME DEPOT INC
-64.89%
Shares44.8K
Event2026-03-31
Filed2026-04-29
TIPX
SPDR SERIES TRUST
12.07%
Shares765.9K
Event2026-03-31
Filed2026-04-29
PFF
ISHARES TR
-4.55%
Shares483.1K
Event2026-03-31
Filed2026-04-29
WMT
WALMART INC
-41.73%
Shares117.5K
Event2026-03-31
Filed2026-04-29
SRLN
SSGA ACTIVE ETF TR
19.33%
Shares363.4K
Event2026-03-31
Filed2026-04-29
DGRO
ISHARES TR
-8.30%
Shares206.1K
Event2026-03-31
Filed2026-04-29
BKNG
BOOKING HOLDINGS INC
-0.53%
Shares3.4K
Event2026-03-31
Filed2026-04-29
ISRG
INTUITIVE SURGICAL INC
-34.68%
Shares30.6K
Event2026-03-31
Filed2026-04-29
CLOA
BLACKROCK ETF TRUST II
43.84%
Shares270.9K
Event2026-03-31
Filed2026-04-29
COST
COSTCO WHOLESALE CORPORATION
-58.80%
Shares14.1K
Event2026-03-31
Filed2026-04-29
EXC
EXELON CORP
-2.59%
Shares283.5K
Event2026-03-31
Filed2026-04-29
HYGV
FLEXSHARES TR
-6.89%
Shares346.4K
Event2026-03-31
Filed2026-04-29
SPLB
SPDR SERIES TRUST
56.29%
Shares599.4K
Event2026-03-31
Filed2026-04-29
WTV
WISDOMTREE TR
-0.14%
Shares139.5K
Event2026-03-31
Filed2026-04-29
ICVT
ISHARES TR
-18.51%
Shares129.4K
Event2026-03-31
Filed2026-04-29
CSGP
COSTAR GROUP INC
32.30%
Shares324.4K
Event2026-03-31
Filed2026-04-29
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-9.44%
Shares27.2K
Event2026-03-31
Filed2026-04-29
SPYG
SPDR SERIES TRUST
-81.49%
Shares132.9K
Event2026-03-31
Filed2026-04-29
GS
GOLDMAN SACHS GROUP INC
-12.67%
Shares15.2K
Event2026-03-31
Filed2026-04-29
VB
VANGUARD INDEX FDS
-39.45%
Shares48.3K
Event2026-03-31
Filed2026-04-29
VYMI
VANGUARD WHITEHALL FDS
-1.85%
Shares132.7K
Event2026-03-31
Filed2026-04-29
FBND
FIDELITY MERRIMACK STR TR
7.89%
Shares270.2K
Event2026-03-31
Filed2026-04-29
GILD
GILEAD SCIENCES INC
-16.24%
Shares88.5K
Event2026-03-31
Filed2026-04-29
PM
PHILIP MORRIS INTL INC
-38.16%
Shares74.2K
Event2026-03-31
Filed2026-04-29
ESGD
ISHARES TR
-3.27%
Shares127.0K
Event2026-03-31
Filed2026-04-29
BEN
FRANKLIN RESOURCES INC
0.53%
Shares508.3K
Event2026-03-31
Filed2026-04-29
GIGB
GOLDMAN SACHS ETF TR
34.22%
Shares258.3K
Event2026-03-31
Filed2026-04-29
WM
WASTE MGMT INC DEL
-11.93%
Shares50.5K
Event2026-03-31
Filed2026-04-29
FNDF
SCHWAB STRATEGIC TR
11.98%
Shares233.2K
Event2026-03-31
Filed2026-04-29
FENI
FIDELITY COVINGTON TRUST
5.60%
Shares305.3K
Event2026-03-31
Filed2026-04-29
SPTS
SPDR SERIES TRUST
8.81%
Shares386.4K
Event2026-03-31
Filed2026-04-29
GTO
INVESCO ACTIVELY MANAGED EXC
-0.61%
Shares237.4K
Event2026-03-31
Filed2026-04-29
TJX
TJX COS INC NEW
-44.69%
Shares69.3K
Event2026-03-31
Filed2026-04-29
IGEB
ISHARES TR
7.93%
Shares244.0K
Event2026-03-31
Filed2026-04-29
LINDE PLC
LINDE PLC
-46.77%
Shares21.9K
Event2026-03-31
Filed2026-04-29
ALL
ALLSTATE CORP
-1.50%
Shares51.5K
Event2026-03-31
Filed2026-04-29
XLF
SELECT SECTOR SPDR TR
-9.62%
Shares213.5K
Event2026-03-31
Filed2026-04-29
QLTA
ISHARES TR
-16.06%
Shares219.2K
Event2026-03-31
Filed2026-04-29
INVESCO QQQ TR
INVESCO QQQ TR
-64.77%
Shares18.0K
Event2026-03-31
Filed2026-04-29
IWM
ISHARES TR
-57.08%
Shares41.4K
Event2026-03-31
Filed2026-04-29
RSG
REPUBLIC SVCS INC
-3.47%
Shares46.7K
Event2026-03-31
Filed2026-04-29
CGDV
CAPITAL GROUP DIVIDEND VALUE
0.30%
Shares239.9K
Event2026-03-31
Filed2026-04-29
MERCK & CO INC
MERCK & CO INC
-11.30%
Shares82.3K
Event2026-03-31
Filed2026-04-29
JMTG
J P MORGAN EXCHANGE TRADED F
138.86%
Shares194.0K
Event2026-03-31
Filed2026-04-29
VRSK
VERISK ANALYTICS INC
2.69%
Shares51.7K
Event2026-03-31
Filed2026-04-29
RTX
RTX CORPORATION
-8.40%
Shares50.4K
Event2026-03-31
Filed2026-04-29
ACWX
ISHARES TR
6.93%
Shares140.1K
Event2026-03-31
Filed2026-04-29
CGGE
CAPITAL GROUP GLOBAL EQUITY
6.52%
Shares311.2K
Event2026-03-31
Filed2026-04-29
SHY
ISHARES TR
-12.18%
Shares114.8K
Event2026-03-31
Filed2026-04-29
XLK
SELECT SECTOR SPDR TR
-16.02%
Shares71.1K
Event2026-03-31
Filed2026-04-29
GUNR
FLEXSHARES TR
-16.79%
Shares170.6K
Event2026-03-31
Filed2026-04-29
LCTD
BLACKROCK ETF TRUST
-1.96%
Shares169.7K
Event2026-03-31
Filed2026-04-29
GEM
GOLDMAN SACHS ETF TR
25.42%
Shares216.2K
Event2026-03-31
Filed2026-04-29
GGUS
GOLDMAN SACHS ETF TR
34.54%
Shares160.7K
Event2026-03-31
Filed2026-04-29
USMV
ISHARES TR
-63.09%
Shares100.4K
Event2026-03-31
Filed2026-04-29
XPH
SPDR SERIES TRUST
-2.18%
Shares171.5K
Event2026-03-31
Filed2026-04-29
BAC
BANK AMERICA CORP
-62.09%
Shares188.5K
Event2026-03-31
Filed2026-04-29
XSMO
INVESCO EXCHANGE TRADED FD T
-14.29%
Shares120.5K
Event2026-03-31
Filed2026-04-29
IWL
ISHARES TR
0.65%
Shares56.7K
Event2026-03-31
Filed2026-04-29
VNQ
VANGUARD INDEX FDS
-2.70%
Shares101.8K
Event2026-03-31
Filed2026-04-29
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-44.02%
Shares26.6K
Event2026-03-31
Filed2026-04-29
UAL
UNITED AIRLS HLDGS INC
0.09%
Shares97.4K
Event2026-03-31
Filed2026-04-29
MA
MASTERCARD INCORPORATED
-71.92%
Shares17.9K
Event2026-03-31
Filed2026-04-29
GSID
GOLDMAN SACHS ETF TR
New
Shares127.4K
Event2026-03-31
Filed2026-04-29
SHV
ISHARES TR
938.39%
Shares77.8K
Event2026-03-31
Filed2026-04-29
PH
PARKER-HANNIFIN CORP
-31.47%
Shares9.6K
Event2026-03-31
Filed2026-04-29
GSEW
GOLDMAN SACHS ETF TR
-5.86%
Shares101.0K
Event2026-03-31
Filed2026-04-29
JAAA
JANUS DETROIT STR TR
17.15%
Shares169.5K
Event2026-03-31
Filed2026-04-29
BALI
BLACKROCK ETF TRUST
22.30%
Shares271.8K
Event2026-03-31
Filed2026-04-29
LDOS
LEIDOS HOLDINGS INC
-3.38%
Shares53.5K
Event2026-03-31
Filed2026-04-29
ORLY
OREILLY AUTOMOTIVE INC
-0.03%
Shares89.9K
Event2026-03-31
Filed2026-04-29
CGUS
CAPITAL GROUP CORE EQUITY ET
-1.52%
Shares212.8K
Event2026-03-31
Filed2026-04-29
TOTL
SSGA ACTIVE ETF TR
-43.56%
Shares203.9K
Event2026-03-31
Filed2026-04-29
UHS
UNIVERSAL HLTH SVCS INC
-4.36%
Shares44.8K
Event2026-03-31
Filed2026-04-29
UBER
UBER TECHNOLOGIES INC
-35.91%
Shares110.0K
Event2026-03-31
Filed2026-04-29
IEUR
ISHARES TR
-8.78%
Shares112.4K
Event2026-03-31
Filed2026-04-29
VZ
VERIZON COMMUNICATIONS INC
-25.81%
Shares156.5K
Event2026-03-31
Filed2026-04-29
VTIP
VANGUARD MALVERN FDS
0.16%
Shares157.0K
Event2026-03-31
Filed2026-04-29
SPAB
SPDR SERIES TRUST
74.56%
Shares301.5K
Event2026-03-31
Filed2026-04-29
CGHM
CAPITAL GRP FIXED INCM ETF T
-7.92%
Shares304.8K
Event2026-03-31
Filed2026-04-29
CGMU
CAPITAL GRP FIXED INCM ETF T
-6.82%
Shares279.6K
Event2026-03-31
Filed2026-04-29
AMGN
AMGEN INC
-57.54%
Shares21.1K
Event2026-03-31
Filed2026-04-29
MS
MORGAN STANLEY
-59.86%
Shares44.9K
Event2026-03-31
Filed2026-04-29
ARISTA NETWORKS INC
ARISTA NETWORKS INC
-4.53%
Shares60.1K
Event2026-03-31
Filed2026-04-29
ZTS
ZOETIS INC
4.24%
Shares61.8K
Event2026-03-31
Filed2026-04-29
CRM
SALESFORCE INC
-12.75%
Shares38.8K
Event2026-03-31
Filed2026-04-29
CAG
CONAGRA BRANDS INC
3492.21%
Shares458.6K
Event2026-03-31
Filed2026-04-29
SCHB
SCHWAB STRATEGIC TR
-2.60%
Shares286.7K
Event2026-03-31
Filed2026-04-29
BUFR
FIRST TR EXCHNG TRADED FD VI
-0.07%
Shares212.4K
Event2026-03-31
Filed2026-04-29
APP
APPLOVIN CORP
48.88%
Shares17.3K
Event2026-03-31
Filed2026-04-29
LMBS
FIRST TR EXCHANGE-TRADED FD
-4.15%
Shares137.7K
Event2026-03-31
Filed2026-04-29
SGOV
ISHARES TR
-66.46%
Shares67.8K
Event2026-03-31
Filed2026-04-29
CNC
CENTENE CORP DEL
4.24%
Shares208.1K
Event2026-03-31
Filed2026-04-29
COIN
COINBASE GLOBAL INC
42.19%
Shares38.7K
Event2026-03-31
Filed2026-04-29
CGDG
CAPITAL GROUP DIVIDEND GROWE
-0.26%
Shares187.0K
Event2026-03-31
Filed2026-04-29
EMLC
VANECK ETF TRUST
18.11%
Shares265.4K
Event2026-03-31
Filed2026-04-29
BA
BOEING CO
-43.05%
Shares33.4K
Event2026-03-31
Filed2026-04-29
BSX
BOSTON SCIENTIFIC CORP
8.66%
Shares105.6K
Event2026-03-31
Filed2026-04-29
IDEV
ISHARES TR
-79.94%
Shares78.9K
Event2026-03-31
Filed2026-04-29
T
AT&T INC
-14.28%
Shares226.8K
Event2026-03-31
Filed2026-04-29
AXP
AMERICAN EXPRESS CO
2.82%
Shares21.7K
Event2026-03-31
Filed2026-04-29
CAT
CATERPILLAR INC
-20.99%
Shares9.2K
Event2026-03-31
Filed2026-04-29
BLACKSTONE INC
BLACKSTONE INC
18.49%
Shares56.5K
Event2026-03-31
Filed2026-04-29
NEE
NEXTERA ENERGY INC
-73.02%
Shares70.0K
Event2026-03-31
Filed2026-04-29
VYM
VANGUARD WHITEHALL FDS
-45.53%
Shares43.6K
Event2026-03-31
Filed2026-04-29
XLI
SELECT SECTOR SPDR TR
-7.69%
Shares39.3K
Event2026-03-31
Filed2026-04-29
HDV
ISHARES TR
1199.44%
Shares46.6K
Event2026-03-31
Filed2026-04-29
ABT
ABBOTT LABORATORIES
-49.47%
Shares61.2K
Event2026-03-31
Filed2026-04-29
HON
HONEYWELL INTL INC
-47.27%
Shares26.9K
Event2026-03-31
Filed2026-04-29
IBM
INTERNATIONAL BUSINESS MACHS
-10.11%
Shares25.0K
Event2026-03-31
Filed2026-04-29
HELO
J P MORGAN EXCHANGE TRADED F
12.77%
Shares94.9K
Event2026-03-31
Filed2026-04-29
FSIG
FIRST TR EXCHANGE-TRADED FD
-3.31%
Shares319.2K
Event2026-03-31
Filed2026-04-29
HUBBELL INC
HUBBELL INC
17.86%
Shares12.2K
Event2026-03-31
Filed2026-04-29
UNH
UNITEDHEALTH GROUP INC
-75.76%
Shares22.1K
Event2026-03-31
Filed2026-04-29
TIP
ISHARES TR
-30.40%
Shares53.9K
Event2026-03-31
Filed2026-04-29
EFA
ISHARES TR
-59.15%
Shares60.9K
Event2026-03-31
Filed2026-04-29
HYDB
ISHARES TR
333.08%
Shares125.8K
Event2026-03-31
Filed2026-04-29
IWO
ISHARES TR
-8.61%
Shares18.6K
Event2026-03-31
Filed2026-04-29
VT
VANGUARD INTL EQUITY INDEX F
-98.08%
Shares41.6K
Event2026-03-31
Filed2026-04-29
BLACKROCK INC
BLACKROCK INC
-71.07%
Shares6.0K
Event2026-03-31
Filed2026-04-29
DFUV
DIMENSIONAL ETF TRUST
-8.92%
Shares118.4K
Event2026-03-31
Filed2026-04-29
QCOM
QUALCOMM INC
-44.60%
Shares44.4K
Event2026-03-31
Filed2026-04-29
JCI
JOHNSON CONTROLS INTERNATION
-10.98%
Shares43.3K
Event2026-03-31
Filed2026-04-29
PAYX
PAYCHEX INC
-18.35%
Shares61.1K
Event2026-03-31
Filed2026-04-29
USB
US BANCORP
-35.60%
Shares107.0K
Event2026-03-31
Filed2026-04-29
ANGL
VANECK ETF TRUST
29.56%
Shares191.8K
Event2026-03-31
Filed2026-04-29
MMC
MARSH & MCLENNAN COS INC
-14.42%
Shares31.7K
Event2026-03-31
Filed2026-04-29
SDVY
FIRST TR EXCHANGE TRADED FD
-44.54%
Shares138.7K
Event2026-03-31
Filed2026-04-29
MEDTRONIC PLC
MEDTRONIC PLC
-56.75%
Shares63.0K
Event2026-03-31
Filed2026-04-29
DHR
DANAHER CORP DEL
-59.92%
Shares28.7K
Event2026-03-31
Filed2026-04-29
DIS
DISNEY WALT CO
-27.88%
Shares56.1K
Event2026-03-31
Filed2026-04-29
LYB
LYONDELLBASELL INDUSTRIES NV
383.70%
Shares66.8K
Event2026-03-31
Filed2026-04-29
XLU
SELECT SECTOR SPDR TR
5.93%
Shares116.7K
Event2026-03-31
Filed2026-04-29
IYW
ISHARES TR
-64.43%
Shares29.5K
Event2026-03-31
Filed2026-04-29
SECT
NORTHERN LTS FD TR IV
1.84%
Shares87.8K
Event2026-03-31
Filed2026-04-29
MCD
MCDONALDS CORP
-14.57%
Shares16.9K
Event2026-03-31
Filed2026-04-29
GTIP
GOLDMAN SACHS ETF TR
36.39%
Shares106.0K
Event2026-03-31
Filed2026-04-29
BMY
BRISTOL-MYERS SQUIBB CO
-14.01%
Shares86.1K
Event2026-03-31
Filed2026-04-29
GSSC
GOLDMAN SACHS ETF TR
30.86%
Shares69.9K
Event2026-03-31
Filed2026-04-29
BKLN
INVESCO EXCH TRADED FD TR II
-52.83%
Shares255.1K
Event2026-03-31
Filed2026-04-29
CDX
SIMPLIFY EXCHANGE TRADED FUN
9.10%
Shares241.8K
Event2026-03-31
Filed2026-04-29
ITA
ISHARES TR
-94.40%
Shares23.5K
Event2026-03-31
Filed2026-04-29
IJJ
ISHARES TR
-40.93%
Shares38.7K
Event2026-03-31
Filed2026-04-29
SO
SOUTHERN CO
-13.29%
Shares52.4K
Event2026-03-31
Filed2026-04-29
MCK
MCKESSON CORP
-32.54%
Shares5.8K
Event2026-03-31
Filed2026-04-29
EXCHANGE LISTED FDS TR
EXCHANGE LISTED FDS TR
41.16%
Shares191.9K
Event2026-03-31
Filed2026-04-29
ITOT
ISHARES TR
3.88%
Shares35.3K
Event2026-03-31
Filed2026-04-29
DFSD
DIMENSIONAL ETF TRUST
-1.16%
Shares105.0K
Event2026-03-31
Filed2026-04-29
IXUS
ISHARES TR
-40.81%
Shares57.9K
Event2026-03-31
Filed2026-04-29
SPYV
SPDR SERIES TRUST
-81.12%
Shares88.2K
Event2026-03-31
Filed2026-04-29
DFIV
DIMENSIONAL ETF TRUST
-9.68%
Shares93.9K
Event2026-03-31
Filed2026-04-29
WFC
WELLS FARGO & CO
-53.35%
Shares61.8K
Event2026-03-31
Filed2026-04-29
ASML
ASML HLDG NV
-21.97%
Shares3.7K
Event2026-03-31
Filed2026-04-29
CGGO
CAPITAL GROUP GBL GROWTH EQT
11.15%
Shares144.7K
Event2026-03-31
Filed2026-04-29
JEPI
J P MORGAN EXCHANGE TRADED F
-42.32%
Shares85.1K
Event2026-03-31
Filed2026-04-29
CGGR
CAPITAL GROUP GROWTH ETF
25.65%
Shares119.6K
Event2026-03-31
Filed2026-04-29
EUHY
ISHARES INC
New
Shares91.3K
Event2026-03-31
Filed2026-04-29
CGBL
CAPITAL GROUP CORE BALANCED
16.48%
Shares139.2K
Event2026-03-31
Filed2026-04-29
GEV
GE VERNOVA INC
-10.42%
Shares5.4K
Event2026-03-31
Filed2026-04-29
UPS
UNITED PARCEL SVCS INC
-5.38%
Shares48.1K
Event2026-03-31
Filed2026-04-29
DFAS
DIMENSIONAL ETF TRUST
-3.90%
Shares65.3K
Event2026-03-31
Filed2026-04-29
VCSH
VANGUARD SCOTTSDALE FDS
-21.53%
Shares58.4K
Event2026-03-31
Filed2026-04-29
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-55.55%
Shares22.4K
Event2026-03-31
Filed2026-04-29
HIG
HARTFORD INSURANCE GROUP INC
-1.36%
Shares32.4K
Event2026-03-31
Filed2026-04-29
PFE
PFIZER INC
-36.38%
Shares155.0K
Event2026-03-31
Filed2026-04-29
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
-31.87%
Shares37.4K
Event2026-03-31
Filed2026-04-29
RAFE
PIMCO EQUITY SER
1.27%
Shares101.5K
Event2026-03-31
Filed2026-04-29
ATI
ATI INC
-23.32%
Shares29.0K
Event2026-03-31
Filed2026-04-29
PANW
PALO ALTO NETWORKS INC
-63.76%
Shares26.3K
Event2026-03-31
Filed2026-04-29
IBB
ISHARES TR
5.87%
Shares24.9K
Event2026-03-31
Filed2026-04-29
DEMZ
ADVISORS INNER CIRCLE FD III
4.39%
Shares104.5K
Event2026-03-31
Filed2026-04-29
MSI
MOTOROLA SOLUTIONS INC
-2.90%
Shares9.7K
Event2026-03-31
Filed2026-04-29
MMM
3M CO
-16.03%
Shares28.8K
Event2026-03-31
Filed2026-04-29
INTU
INTUIT
-65.59%
Shares9.6K
Event2026-03-31
Filed2026-04-29
CITIGROUP INC
CITIGROUP INC
-31.40%
Shares36.2K
Event2026-03-31
Filed2026-04-29
ICE
INTERCONTINENTAL EXCHANGE IN
-3.56%
Shares26.0K
Event2026-03-31
Filed2026-04-29
PWR
QUANTA SVCS INC
-18.88%
Shares7.4K
Event2026-03-31
Filed2026-04-29
IXC
ISHARES TR
17.71%
Shares68.5K
Event2026-03-31
Filed2026-04-29
EUSB
ISHARES TR
-1.95%
Shares89.9K
Event2026-03-31
Filed2026-04-29
RGA
REINSURANCE GROUP AMER INC
-19.38%
Shares19.1K
Event2026-03-31
Filed2026-04-29
AGGH
SIMPLIFY EXCHANGE TRADED FUN
7.73%
Shares191.1K
Event2026-03-31
Filed2026-04-29
SBUX
STARBUCKS CORP
-58.97%
Shares43.4K
Event2026-03-31
Filed2026-04-29
VRTX
VERTEX PHARMACEUTICALS INC
-47.19%
Shares8.7K
Event2026-03-31
Filed2026-04-29
GE AEROSPACE
GE AEROSPACE
-36.63%
Shares13.6K
Event2026-03-31
Filed2026-04-29
FLXR
TCW ETF TRUST
6.66%
Shares98.1K
Event2026-03-31
Filed2026-04-29
SPHY
SPDR SERIES TRUST
-51.41%
Shares165.2K
Event2026-03-31
Filed2026-04-29
OKE
ONEOK INC NEW
12.62%
Shares41.9K
Event2026-03-31
Filed2026-04-29
HWM
HOWMET AEROSPACE INC
3.97%
Shares16.4K
Event2026-03-31
Filed2026-04-29
PNC
PNC FINL SVCS GROUP INC
-35.46%
Shares18.2K
Event2026-03-31
Filed2026-04-29
MCHP
MICROCHIP TECHNOLOGY INC.
-1.11%
Shares58.1K
Event2026-03-31
Filed2026-04-29
COF
CAPITAL ONE FINL CORP
-68.29%
Shares20.1K
Event2026-03-31
Filed2026-04-29
PYLD
PIMCO ETF TR
-81.84%
Shares139.3K
Event2026-03-31
Filed2026-04-29
GLDM
WORLD GOLD TR
1243.14%
Shares39.4K
Event2026-03-31
Filed2026-04-29
WELL
WELLTOWER INC
-29.94%
Shares18.4K
Event2026-03-31
Filed2026-04-29
RDVY
FIRST TR EXCHANGE TRADED FD
-77.05%
Shares53.2K
Event2026-03-31
Filed2026-04-29
VLUE
ISHARES TR
63.69%
Shares25.1K
Event2026-03-31
Filed2026-04-29
LMT
LOCKHEED MARTIN CORP
-45.84%
Shares5.9K
Event2026-03-31
Filed2026-04-29
XLV
SELECT SECTOR SPDR TR
-15.58%
Shares23.9K
Event2026-03-31
Filed2026-04-29
SCHW
SCHWAB CHARLES CORP
-66.06%
Shares37.3K
Event2026-03-31
Filed2026-04-29
LOW
LOWES COS INC
-23.73%
Shares14.8K
Event2026-03-31
Filed2026-04-29
THE CIGNA GROUP
THE CIGNA GROUP
6.52%
Shares13.0K
Event2026-03-31
Filed2026-04-29
CGMM
CAPITAL GROUP EQUITY ETF TR
10.58%
Shares118.2K
Event2026-03-31
Filed2026-04-29
HYGW
ISHARES TR
-48.93%
Shares117.4K
Event2026-03-31
Filed2026-04-29
TXN
TEXAS INSTRS INC
-62.70%
Shares17.8K
Event2026-03-31
Filed2026-04-29
SHOP
SHOPIFY INC
-31.42%
Shares29.0K
Event2026-03-31
Filed2026-04-29
WMB
WILLIAMS COS INC
-25.71%
Shares47.3K
Event2026-03-31
Filed2026-04-29
CB
CHUBB LTD SWITZ
-20.47%
Shares10.6K
Event2026-03-31
Filed2026-04-29
FDX
FEDEX CORP
-54.07%
Shares9.6K
Event2026-03-31
Filed2026-04-29
VGSR
MANAGER DIRECTED PORTFOLIOS
-0.77%
Shares331.1K
Event2026-03-31
Filed2026-04-29
XLE
SELECT SECTOR SPDR TR
-6.58%
Shares55.8K
Event2026-03-31
Filed2026-04-29
VGIT
VANGUARD SCOTTSDALE FDS
15.10%
Shares57.4K
Event2026-03-31
Filed2026-04-29
NOW
SERVICENOW INC
-68.69%
Shares32.6K
Event2026-03-31
Filed2026-04-29
FVD
FIRST TR EXCHANGE-TRADED FD
-41.46%
Shares72.4K
Event2026-03-31
Filed2026-04-29
CVS
CVS HEALTH CORP
-8.68%
Shares47.4K
Event2026-03-31
Filed2026-04-29
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares17.3K
Event2026-03-31
Filed2026-04-29
AMD
ADVANCED MICRO DEVICES INC
-76.58%
Shares16.6K
Event2026-03-31
Filed2026-04-29
CDNS
CADENCE DESIGN SYSTEM INC
-32.70%
Shares12.1K
Event2026-03-31
Filed2026-04-29
ETHO
AMPLIFY ETF TR
12.20%
Shares50.4K
Event2026-03-31
Filed2026-04-29
VV
VANGUARD INDEX FDS
-60.35%
Shares11.1K
Event2026-03-31
Filed2026-04-29
FDVV
FIDELITY COVINGTON TRUST
2.21%
Shares59.9K
Event2026-03-31
Filed2026-04-29
JSTC
TIDAL TRUST I
4.32%
Shares168.4K
Event2026-03-31
Filed2026-04-29
TOTALENERGIES SE
TOTALENERGIES SE
-45.17%
Shares35.2K
Event2026-03-31
Filed2026-04-29
MPWR
MONOLITHIC PWR SYS INC
-30.11%
Shares3.0K
Event2026-03-31
Filed2026-04-29
HSY
HERSHEY CO
-37.11%
Shares15.6K
Event2026-03-31
Filed2026-04-29
FALN
ISHARES TR
-8.15%
Shares120.5K
Event2026-03-31
Filed2026-04-29
MU
MICRON TECHNOLOGY INC
-78.79%
Shares9.5K
Event2026-03-31
Filed2026-04-29
VTRS
VIATRIS INC
-10.74%
Shares236.9K
Event2026-03-31
Filed2026-04-29
FDL
FIRST TR EXCHANGE-TRADED FD
-24.59%
Shares62.1K
Event2026-03-31
Filed2026-04-29
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
-19.73%
Shares9.1K
Event2026-03-31
Filed2026-04-29
CGCB
CAPITAL GRP FIXED INCM ETF T
-9.79%
Shares118.2K
Event2026-03-31
Filed2026-04-29
CMCSA
COMCAST CORP NEW
-60.85%
Shares108.0K
Event2026-03-31
Filed2026-04-29
IGIB
ISHARES TR
-79.20%
Shares58.2K
Event2026-03-31
Filed2026-04-29
QQMG
INVESCO EXCH TRADED FD TR II
2.78%
Shares76.6K
Event2026-03-31
Filed2026-04-29
CBRE
CBRE GROUP INC
-26.41%
Shares22.2K
Event2026-03-31
Filed2026-04-29
VONE
VANGUARD SCOTTSDALE FDS
14.92%
Shares10.1K
Event2026-03-31
Filed2026-04-29
FGDL
FRANKLIN TEMPLETON HOLDINGS
-69.62%
Shares47.6K
Event2026-03-31
Filed2026-04-29
PSX
PHILLIPS 66
-37.35%
Shares16.2K
Event2026-03-31
Filed2026-04-29
TFC
TRUIST FINL CORP
-34.57%
Shares64.0K
Event2026-03-31
Filed2026-04-29
COHERENT CORP
COHERENT CORP
-25.92%
Shares12.3K
Event2026-03-31
Filed2026-04-29
YUM
YUM BRANDS INC
-19.73%
Shares18.8K
Event2026-03-31
Filed2026-04-29
XLY
SELECT SECTOR SPDR TR
-7.28%
Shares26.6K
Event2026-03-31
Filed2026-04-29
FTCB
FIRST TR EXCHANGE-TRADED FD
2.61%
Shares136.1K
Event2026-03-31
Filed2026-04-29
RING
ISHARES INC
-5.55%
Shares36.1K
Event2026-03-31
Filed2026-04-29
SCHQ
SCHWAB STRATEGIC TR
-28.74%
Shares90.5K
Event2026-03-31
Filed2026-04-29
SCHZ
SCHWAB STRATEGIC TR
19.69%
Shares121.1K
Event2026-03-31
Filed2026-04-29
SYK
STRYKER CORPORATION
-19.67%
Shares8.5K
Event2026-03-31
Filed2026-04-29
HIMU
BLACKROCK ETF TRUST II
-83.11%
Shares58.3K
Event2026-03-31
Filed2026-04-29
NVS
NOVARTIS AG
-14.59%
Shares18.3K
Event2026-03-31
Filed2026-04-29
JUST
GOLDMAN SACHS ETF TR
2.32%
Shares29.6K
Event2026-03-31
Filed2026-04-29
MCO
MOODYS CORP
17.76%
Shares6.2K
Event2026-03-31
Filed2026-04-29
IEI
ISHARES TR
-18.51%
Shares22.4K
Event2026-03-31
Filed2026-04-29
BK
BANK NEW YORK MELLON CORP
-32.89%
Shares22.4K
Event2026-03-31
Filed2026-04-29
STANLEY BLACK & DECKER INC
STANLEY BLACK & DECKER INC
New
Shares37.0K
Event2026-03-31
Filed2026-04-29
ECL
ECOLAB INC
-13.84%
Shares9.8K
Event2026-03-31
Filed2026-04-29
SMH
VANECK ETF TRUST
69.28%
Shares6.8K
Event2026-03-31
Filed2026-04-29
BTI
BRITISH AMERN TOB PLC
-41.25%
Shares44.4K
Event2026-03-31
Filed2026-04-29
SNY
SANOFI SA
-33.30%
Shares53.1K
Event2026-03-31
Filed2026-04-29
JEPQ
J P MORGAN EXCHANGE TRADED F
-41.74%
Shares45.7K
Event2026-03-31
Filed2026-04-29
ELV
ELEVANCE HEALTH INC FORMERLY
-68.79%
Shares8.7K
Event2026-03-31
Filed2026-04-29
MNST
MONSTER BEVERAGE CORP NEW
-49.66%
Shares35.0K
Event2026-03-31
Filed2026-04-29
HYG
ISHARES TR
-33.86%
Shares31.8K
Event2026-03-31
Filed2026-04-29
CGMS
CAPITAL GRP FIXED INCM ETF T
-28.78%
Shares91.7K
Event2026-03-31
Filed2026-04-29
MDLZ
MONDELEZ INTL INC
-71.85%
Shares42.8K
Event2026-03-31
Filed2026-04-29
XPO
XPO INC
3.40%
Shares12.7K
Event2026-03-31
Filed2026-04-29
AVEM
AMERICAN CENTY ETF TR
-12.32%
Shares30.5K
Event2026-03-31
Filed2026-04-29
GLTR
ABRDN PRECIOUS METALS BASKET
-3.78%
Shares11.2K
Event2026-03-31
Filed2026-04-29
EWJ
ISHARES INC
-10.77%
Shares29.0K
Event2026-03-31
Filed2026-04-29
ENB
ENBRIDGE INC
-47.85%
Shares45.1K
Event2026-03-31
Filed2026-04-29
CHRW
C H ROBINSON WORLDWIDE IN
28.27%
Shares14.7K
Event2026-03-31
Filed2026-04-29
AMT
AMERICAN TOWER CORP
-72.48%
Shares14.0K
Event2026-03-31
Filed2026-04-29
MDY
STATE STR SPDR S&P MIDCAP 40
-23.07%
Shares3.9K
Event2026-03-31
Filed2026-04-29
SU
SUNCOR ENERGY INC NEW
-21.00%
Shares36.0K
Event2026-03-31
Filed2026-04-29
SPYM
SPDR SERIES TRUST
7.02%
Shares30.9K
Event2026-03-31
Filed2026-04-29
NVT
NVENT ELEC PLC
-7.08%
Shares20.0K
Event2026-03-31
Filed2026-04-29
TDIV
FIRST TR EXCHANGE TRADED FD
-64.14%
Shares25.2K
Event2026-03-31
Filed2026-04-29
GLW
CORNING INC
-47.69%
Shares17.3K
Event2026-03-31
Filed2026-04-29
MLM
MARTIN MARIETTA MATLS INC
-6.22%
Shares4.0K
Event2026-03-31
Filed2026-04-29
HYLS
FIRST TR EXCHANGE-TRADED FD
-33.10%
Shares57.4K
Event2026-03-31
Filed2026-04-29
TMUS
T-MOBILE US INC
-62.50%
Shares11.1K
Event2026-03-31
Filed2026-04-29
UNILEVER PLC
UNILEVER PLC
-25.98%
Shares40.8K
Event2026-03-31
Filed2026-04-29
CACI
CACI INTL INC
-9.17%
Shares4.3K
Event2026-03-31
Filed2026-04-29
DOW
DOW HLDGS INC
5.75%
Shares54.6K
Event2026-03-31
Filed2026-04-29
VRT
VERTIV HOLDINGS CO
-84.93%
Shares9.1K
Event2026-03-31
Filed2026-04-29
HLT
HILTON WORLDWIDE HLDGS INC
68.96%
Shares7.4K
Event2026-03-31
Filed2026-04-29
WDC
WESTERN DIGITAL CORP
-48.37%
Shares8.3K
Event2026-03-31
Filed2026-04-29
TT
TRANE TECHNOLOGIES PLC
-46.02%
Shares5.4K
Event2026-03-31
Filed2026-04-29
ACWI
ISHARES TR
-13.08%
Shares16.2K
Event2026-03-31
Filed2026-04-29
FN
FABRINET
-9.63%
Shares4.3K
Event2026-03-31
Filed2026-04-29
PGR
PROGRESSIVE CORP
-32.76%
Shares11.3K
Event2026-03-31
Filed2026-04-29
TKO
TKO GROUP HOLDINGS INC
5.57%
Shares11.0K
Event2026-03-31
Filed2026-04-29
JVAL
J P MORGAN EXCHANGE TRADED F
-5.49%
Shares45.2K
Event2026-03-31
Filed2026-04-29
AVDV
AMERICAN CENTY ETF TR
-24.62%
Shares21.9K
Event2026-03-31
Filed2026-04-29
CAH
CARDINAL HEALTH INC
-14.40%
Shares10.3K
Event2026-03-31
Filed2026-04-29
AEP
AMERICAN ELEC PWR CO INC
-77.50%
Shares16.6K
Event2026-03-31
Filed2026-04-29
CSL
CARLISLE COS INC
44.46%
Shares6.5K
Event2026-03-31
Filed2026-04-29
TOLZ
PROSHARES TR
-3.54%
Shares35.7K
Event2026-03-31
Filed2026-04-29
BLUEROCK PVT REAL ESTATE FD
BLUEROCK PVT REAL ESTATE FD
-7.49%
Shares128.9K
Event2026-03-31
Filed2026-04-29
EOG
EOG RES INC
-28.45%
Shares14.7K
Event2026-03-31
Filed2026-04-29
SCHD
SCHWAB STRATEGIC TR
-81.22%
Shares69.1K
Event2026-03-31
Filed2026-04-29
AES
AES CORP
61.37%
Shares149.1K
Event2026-03-31
Filed2026-04-29
EIX
EDISON INTL
557.84%
Shares28.7K
Event2026-03-31
Filed2026-04-29
ADP
AUTOMATIC DATA PROCESSING IN
-21.70%
Shares10.3K
Event2026-03-31
Filed2026-04-29
SPGI
S&P GLOBAL INC
-68.06%
Shares4.9K
Event2026-03-31
Filed2026-04-29
MSCI
MSCI INC
-22.23%
Shares3.8K
Event2026-03-31
Filed2026-04-29
PBW
INVESCO EXCHANGE TRADED FD T
-0.92%
Shares64.6K
Event2026-03-31
Filed2026-04-29
AJG
GALLAGHER ARTHUR J & CO
-65.50%
Shares9.4K
Event2026-03-31
Filed2026-04-29
TLT
ISHARES TR
-95.26%
Shares23.4K
Event2026-03-31
Filed2026-04-29
CTAS
CINTAS CORP
108.34%
Shares11.9K
Event2026-03-31
Filed2026-04-29
IVVM
BLACKROCK ETF TRUST II
24.87%
Shares59.0K
Event2026-03-31
Filed2026-04-29
SBAC
SBA COMMUNICATIONS CORP
-8.48%
Shares11.7K
Event2026-03-31
Filed2026-04-29
UTHR
UNITED THERAPEUTICS CORP DEL
-5.89%
Shares3.4K
Event2026-03-31
Filed2026-04-29
PNR
PENTAIR PLC
-13.79%
Shares22.9K
Event2026-03-31
Filed2026-04-29
MTBA
SIMPLIFY EXCHANGE TRADED FUN
-55.14%
Shares40.2K
Event2026-03-31
Filed2026-04-29
DAL
DELTA AIR LINES INC
49.24%
Shares29.8K
Event2026-03-31
Filed2026-04-29
UDI
USCF ETF TR
-0.08%
Shares58.3K
Event2026-03-31
Filed2026-04-29
NATIONAL GRID PLC
NATIONAL GRID PLC
-58.59%
Shares23.3K
Event2026-03-31
Filed2026-04-29
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
-43.63%
Shares19.8K
Event2026-03-31
Filed2026-04-29
TRV
TRAVELERS COMPANIES INC
-19.92%
Shares6.7K
Event2026-03-31
Filed2026-04-29
VNQI
VANGUARD INTL EQUITY INDEX F
-1.17%
Shares44.1K
Event2026-03-31
Filed2026-04-29
FSMB
FIRST TR EXCH TRADED FD III
-12.69%
Shares98.0K
Event2026-03-31
Filed2026-04-29
XLC
SELECT SECTOR SPDR TR
-18.19%
Shares17.6K
Event2026-03-31
Filed2026-04-29
JAZZ
JAZZ PHARMACEUTICALS PLC
-10.96%
Shares10.3K
Event2026-03-31
Filed2026-04-29
FIRST CTZNS BANCSHARES INC D
FIRST CTZNS BANCSHARES INC D
New
Shares1.0K
Event2026-03-31
Filed2026-04-29
VGT
VANGUARD WORLD FD
-57.59%
Shares2.7K
Event2026-03-31
Filed2026-04-29
MOAT
VANECK ETF TRUST
0.05%
Shares19.8K
Event2026-03-31
Filed2026-04-29
CMI
CUMMINS INC
-31.32%
Shares3.5K
Event2026-03-31
Filed2026-04-29
GL
GLOBE LIFE INC
-16.50%
Shares13.7K
Event2026-03-31
Filed2026-04-29
CVNA
CARVANA CO
-10.99%
Shares6.0K
Event2026-03-31
Filed2026-04-29
EME
EMCOR GROUP INC
-6.09%
Shares2.5K
Event2026-03-31
Filed2026-04-29
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
-31.15%
Shares9.0K
Event2026-03-31
Filed2026-04-29
RJF
RAYMOND JAMES FINL INC
-5.06%
Shares12.9K
Event2026-03-31
Filed2026-04-29
STIP
ISHARES TR
-13.00%
Shares17.9K
Event2026-03-31
Filed2026-04-29
MOS
MOSAIC CO
9.84%
Shares71.3K
Event2026-03-31
Filed2026-04-29
FDMO
FIDELITY COVINGTON TRUST
8.14%
Shares22.6K
Event2026-03-31
Filed2026-04-29
IJK
ISHARES TR
-59.47%
Shares18.0K
Event2026-03-31
Filed2026-04-29
IWN
ISHARES TR
-28.95%
Shares9.5K
Event2026-03-31
Filed2026-04-29
DTM
DT MIDSTREAM INC
-2.92%
Shares13.4K
Event2026-03-31
Filed2026-04-29
IGLB
ISHARES TR
-76.19%
Shares36.3K
Event2026-03-31
Filed2026-04-29
CGNG
CAPITAL GROUP NEW GEOGRAPHY
12.59%
Shares57.0K
Event2026-03-31
Filed2026-04-29
HP INC
HP INC
29.11%
Shares92.8K
Event2026-03-31
Filed2026-04-29
FMB
FIRST TR EXCH TRADED FD III
-2.29%
Shares35.0K
Event2026-03-31
Filed2026-04-29
DVY
ISHARES TR
-56.52%
Shares11.7K
Event2026-03-31
Filed2026-04-29
DHS
WISDOMTREE TR
4.72%
Shares15.8K
Event2026-03-31
Filed2026-04-29
EVTR
MORGAN STANLEY ETF TRUST
26.17%
Shares33.9K
Event2026-03-31
Filed2026-04-29
FTSL
FIRST TR EXCHANGE-TRADED FD
7.43%
Shares38.4K
Event2026-03-31
Filed2026-04-29
LSCC
LATTICE SEMICONDUCTOR CORP
-15.27%
Shares18.4K
Event2026-03-31
Filed2026-04-29
VTEB
VANGUARD MUN BD FDS
-94.62%
Shares34.3K
Event2026-03-31
Filed2026-04-29
CSX
CSX CORP
-11.25%
Shares41.5K
Event2026-03-31
Filed2026-04-29
GEHC
GE HEALTHCARE TECHNOLOGIES I
0.03%
Shares23.9K
Event2026-03-31
Filed2026-04-29
KLAC
KLA CORP
-80.45%
Shares1.2K
Event2026-03-31
Filed2026-04-29
SHYG
ISHARES TR
-26.35%
Shares39.9K
Event2026-03-31
Filed2026-04-29
THC
TENET HEALTHCARE CORP
-11.16%
Shares8.9K
Event2026-03-31
Filed2026-04-29
DT
DYNATRACE INC
-24.44%
Shares45.0K
Event2026-03-31
Filed2026-04-29
MTSI
MACOM TECH SOLUTIONS HLDGS I
-32.42%
Shares7.5K
Event2026-03-31
Filed2026-04-29
EWBC
EAST WEST BANCORP INC
-10.74%
Shares15.5K
Event2026-03-31
Filed2026-04-29

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Envestnet Portfolio Solutions, Inc. Institutional Holdings, Portfolio & P&L β€” TradeFomo