Sponsored
The Analysis of Ethos Financial Group, LLC's Holdings & P&L
Currently, Ethos Financial Group, LLC holds 540 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in BOXX (+86.6K shares, valued at $10.1M), BIL (+93.0K shares, valued at $8.5M), DGRW (+85.7K shares, valued at $7.5M); decreased their positions in EEM (-146.7K shares, valued at $8.3M), OEF (-23.4K shares, valued at $7.7M), XLG (-137.3K shares, valued at $7.5M); initiated new positions in DGRW (+85.7K shares, valued at $7.5M), FPX (+45.5K shares, valued at $7.2M), PWB (+56.3K shares, valued at $7.1M).
1M P&L
+10.5M+0.85%
3M P&L
-21.2M-1.66%
HY P&L
+21.2M+1.72%
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/A943.1M
80.2%
2Asset Management27.0M
2.3%
3Consumer Electronics22.1M
1.9%
Top Industries by Stock Count
1N/A242 stocks
54.5%
2Asset Management24 stocks
5.4%
3Utilities - Regulated Electric16 stocks
3.6%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Invesco S&P 500 Equal Weight Etf Invesco S&P 500 Equal Weight Etf80.9K shares1.02%2026-03-312026-05-05
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Berkshire Hathaway Inc Del Cl B New Berkshire Hathaway Inc Del Cl B New10.4K shares-0.20%2026-03-312026-05-05
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Alpha Architect Us Equity 2 Etf Alpha Architect Us Equity 2 Etf100.5K shares0.00%2026-03-312026-05-05
Sponsored
Sponsored
Wasatch-Hoisington Us Tr Easury Wasatch-Hoisington Us Tr Easury376.6K shares2.33%2026-03-312026-05-05
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Fpa Crescent Fund Inst Cl Shares Fpa Crescent Fund Inst Cl Shares34.3K sharesnew addition2026-03-312026-05-05
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Sponsored
Vanguard Total Stock Mkt Idx Adm Vanguard Total Stock Mkt Idx Adm6.9K shares172.90%2026-03-312026-05-05
Sponsored
Stone Ridge Hi Yld Reins Urance Risk Prmi Stone Ridge Hi Yld Reins Urance Risk Prmi111.2K shares14.54%2026-03-312026-05-05
Sponsored
Sponsored
Neuberger Berman Strat Incm Inst Neuberger Berman Strat Incm Inst94.0K shares27.45%2026-03-312026-05-05
Sponsored
Sponsored
Sponsored
American Funds Balanced Fund A American Funds Balanced Fund A21.5K shares-18.43%2026-03-312026-05-05
Sponsored
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T Rowe Price Blue Chip Growth Fd Inv T Rowe Price Blue Chip Growth Fd Inv2.6K shares18.22%2026-03-312026-05-05
Sponsored
American Funds New Perspective A American Funds New Perspective A7.0K shares-1.53%2026-03-312026-05-05
Sponsored
Sponsored
American Funds Growth Fu Nd Of Amer F3 American Funds Growth Fu Nd Of Amer F35.7K shares-5.01%2026-03-312026-05-05
American Funds Growth Fund Of America A American Funds Growth Fund Of America A5.7K shares-4.93%2026-03-312026-05-05
Sponsored
Sponsored
Calamos Aksia Alternative Credit & Income I Calamos Aksia Alternative Credit & Income I37.4K shares-6.72%2026-03-312026-05-05
Sponsored
Sponsored
Lord Abbett Short Durati On Income I Lord Abbett Short Durati On Income I93.4K shares-0.14%2026-03-312026-05-05
Sponsored
Sponsored
Schwab Total Stock Marke T Index Schwab Total Stock Marke T Index20.5K shares1.15%2026-03-312026-05-05
Sponsored
Sponsored
Sponsored
Athene Holdi 5.625 Pfd Pfd Ser B Athene Holdi 5.625 Pfd Pfd Ser B15.0K shares0.00%2026-03-312026-05-05
Sponsored
Rational Special Situati Ons Income Instl Rational Special Situati Ons Income Instl15.4K shares1.40%2026-03-312026-05-05
Sponsored
American Funds Washingto N Mutual F3 American Funds Washingto N Mutual F34.2K shares0.41%2026-03-312026-05-05
Sponsored
Hartford Schroders Intl Multi-Cap Value Hartford Schroders Intl Multi-Cap Value18.2K shares-3.61%2026-03-312026-05-05
Accenture Plc Ireland Shs Class A Accenture Plc Ireland Shs Class A1.3K shares-11.05%2026-03-312026-05-05
Sponsored
Vanguard Health Care Fd Admiral Share Vanguard Health Care Fd Admiral Share3.0K shares3.33%2026-03-312026-05-05
Sponsored
Pear Tree Polaris Foreign Val Inst Shares Pear Tree Polaris Foreign Val Inst Shares8.1K shares0.00%2026-03-312026-05-05
Sponsored
Pfg American Funds Growt H Strategy I Pfg American Funds Growt H Strategy I18.1K sharesnew addition2026-03-312026-05-05
Sponsored
Calamos Aksia Private Equity & Alternatives I Calamos Aksia Private Equity & Alternatives I19.3K sharesnew addition2026-03-312026-05-05
Sponsored
Ishares Russell 1000 Lar Ge-Cap Idx K Ishares Russell 1000 Lar Ge-Cap Idx K5.2K shares0.00%2026-03-312026-05-05
Sponsored
Vanguard Div Appr Index Fd Adm Cl Shrs Vanguard Div Appr Index Fd Adm Cl Shrs3.6K shares1.56%2026-03-312026-05-05
Sponsored
Vanguard Growth Index Fd Admiral Share Vanguard Growth Index Fd Admiral Share892 shares0.00%2026-03-312026-05-05
Sponsored
Blackrock Glbl Long Short Eqty Inst Blackrock Glbl Long Short Eqty Inst10.9K shares0.00%2026-03-312026-05-05
SCHB
3.57%Schwab U.S. Broad Market Etf
Shares2.0M
Event2026-03-31
Filed2026-05-05
MOOD
8.78%Relative Sentiment Tactical Allocation Etf
Shares1.2M
Event2026-03-31
Filed2026-05-05
BOXX
27.24%Alpha Architect 1-3 Month Box Etf
Shares404.6K
Event2026-03-31
Filed2026-05-05
Abrdn Physical Gold Shares Etf
2.71%Abrdn Physical Gold Shares Etf
Shares1.0M
Event2026-03-31
Filed2026-05-05
Vanguard S&P 500 Etf
-0.66%Vanguard S&P 500 Etf
Shares61.0K
Event2026-03-31
Filed2026-05-05
VT
11.24%Vanguard Total World Stock Etf
Shares239.5K
Event2026-03-31
Filed2026-05-05
SCHX
1.93%Schwab U.S. Large-Cap Etf
Shares1.2M
Event2026-03-31
Filed2026-05-05
SCHG
-0.98%Schwab U.S. Large-Cap Growth Etf
Shares865.8K
Event2026-03-31
Filed2026-05-05
TIP
9.31%Ishares Tips Bond Etf
Shares228.1K
Event2026-03-31
Filed2026-05-05
AAPL
1.48%Apple Inc Com
Shares86.0K
Event2026-03-31
Filed2026-05-05
SCHV
1.62%Schwab Us Large Cap Value Etf
Shares693.3K
Event2026-03-31
Filed2026-05-05
MOAT
-1.85%Vaneck Morningstar Wide Moat Etf
Shares203.9K
Event2026-03-31
Filed2026-05-05
XLE
8.14%State Street Energy Select Sector Spdr Etf
Shares300.0K
Event2026-03-31
Filed2026-05-05
EFA
6.98%Ishares Msci Eafe Etf
Shares185.4K
Event2026-03-31
Filed2026-05-05
XLU
0.00%Select Sector Spdr Tr
Shares397.7K
Event2026-03-31
Filed2026-05-05
SPY
-21.10%State Street Spdr S&P 500 Etf
Shares25.9K
Event2026-03-31
Filed2026-05-05
Alphabet Inc Cap Stk Cl C
12.21%Alphabet Inc Cap Stk Cl C
Shares56.0K
Event2026-03-31
Filed2026-05-05
Invesco S&P 500 Equal Weight Etf
1.02%Invesco S&P 500 Equal Weight Etf
Shares80.9K
Event2026-03-31
Filed2026-05-05
STIP
4.41%Ishares 0-5 Year Tips Bond Etf
Shares141.7K
Event2026-03-31
Filed2026-05-05
QVAL
-10.41%Alpha Architect Us Quant Value
Shares260.9K
Event2026-03-31
Filed2026-05-05
DBEF
10.79%Xtrackers Msci Eafe Hedged Equity Etf
Shares271.8K
Event2026-03-31
Filed2026-05-05
FTLS
3.85%First Trust Long/Short Equity
Shares189.1K
Event2026-03-31
Filed2026-05-05
BIL
283.81%Spdr Bloomberg Barclays 1-3 Mnth T Bill Etf New
Shares125.8K
Event2026-03-31
Filed2026-05-05
GLD
-24.81%Spdr Gold Shares
Shares26.8K
Event2026-03-31
Filed2026-05-05
IWB
2.57%Ishares Russell 1000 Etf
Shares30.0K
Event2026-03-31
Filed2026-05-05
VTIP
6.00%Vanguard Short-Term Inflation-Protected Securities Etf
Shares222.5K
Event2026-03-31
Filed2026-05-05
QTUM
-0.70%Defiance Quantum Etf
Shares102.9K
Event2026-03-31
Filed2026-05-05
NVDA
8.03%Nvidia Corporation Com
Shares61.0K
Event2026-03-31
Filed2026-05-05
LGLV
9.97%State Street Spdr Us Large Cap Low Volatility Index Etf
Shares60.0K
Event2026-03-31
Filed2026-05-05
IWF
-39.09%Ishares Russell 1000 Growth Etf
Shares23.4K
Event2026-03-31
Filed2026-05-05
MTBA
11.35%Simplify Mbs Etf
Shares211.9K
Event2026-03-31
Filed2026-05-05
SPYM
-9.67%State Street Spdr Portfolio S&P 500 Etf
Shares138.6K
Event2026-03-31
Filed2026-05-05
VO
11.87%Vanguard Mid-Cap Etf
Shares35.6K
Event2026-03-31
Filed2026-05-05
SPMO
-1.15%Invsc S P 500 Momentum Etf
Shares86.2K
Event2026-03-31
Filed2026-05-05
TLT
29.78%Ishares 20 Year Treasury Bond Etf
Shares111.3K
Event2026-03-31
Filed2026-05-05
SPGM
6.65%Spdr Msci Global Stock Market Etf
Shares127.1K
Event2026-03-31
Filed2026-05-05
MSFT
1.18%Microsoft Corp Com
Shares23.8K
Event2026-03-31
Filed2026-05-05
STRV
2.25%Strive 500 Etf
Shares230.9K
Event2026-03-31
Filed2026-05-05
HGER
15.26%Harbor Comm All Weathr Strtgy Etf
Shares293.6K
Event2026-03-31
Filed2026-05-05
IVV
-0.75%Ishares Core S&P 500 Etf
Shares14.0K
Event2026-03-31
Filed2026-05-05
XOM
-0.71%Exxon Mobil Corp Com
Shares52.0K
Event2026-03-31
Filed2026-05-05
Berkshire Hathaway Inc Del Cl B New
-0.20%Berkshire Hathaway Inc Del Cl B New
Shares10.4K
Event2026-03-31
Filed2026-05-05
EMLC
9.73%Vaneck Vectors J P Morgan Emerging Mkts Loc
Shares325.3K
Event2026-03-31
Filed2026-05-05
COWZ
2366.33%Pacer Us Cash Cows 100
Shares125.0K
Event2026-03-31
Filed2026-05-05
EMXC
-3.52%Ishares Msci Emerging Markets Ex China Etf
Shares102.9K
Event2026-03-31
Filed2026-05-05
SMTH
9.19%Alps/Smith Core Plus Bond Etf
Shares298.4K
Event2026-03-31
Filed2026-05-05
JPM
1.83%Jpmorgan Chase & Co Com
Shares25.3K
Event2026-03-31
Filed2026-05-05
AMZN
-1.07%Amazon Com Inc Com
Shares36.1K
Event2026-03-31
Filed2026-05-05
DGRW
NewWisdomtree Us Quality Dividend Growth Fund
Shares85.7K
Event2026-03-31
Filed2026-05-05
Alphabet Inc Cap Stk Cl A
2.51%Alphabet Inc Cap Stk Cl A
Shares25.5K
Event2026-03-31
Filed2026-05-05
FPX
NewFirst Trust Us Equity Oprtnt Etf
Shares45.5K
Event2026-03-31
Filed2026-05-05
VWO
10.73%Vanguard Ftse Emerging Markets Etf
Shares133.5K
Event2026-03-31
Filed2026-05-05
PWB
NewInvesco Dynamic Large Cap Growth Etf
Shares56.3K
Event2026-03-31
Filed2026-05-05
LVHI
27.22%Franklin Intl Low Vol Hi Div
Shares171.5K
Event2026-03-31
Filed2026-05-05
Invesco Qqq Trust Series
1.41%Invesco Qqq Trust Series
Shares10.6K
Event2026-03-31
Filed2026-05-05
TSLA
1.46%Tesla Inc Com
Shares14.3K
Event2026-03-31
Filed2026-05-05
LPRO
0.00%Open Lending Corp
Shares3.5M
Event2026-03-31
Filed2026-05-05
JPIE
32.10%Jpmorgan Income Etf
Shares114.7K
Event2026-03-31
Filed2026-05-05
IYW
0.00%Ishares Tr
Shares26.1K
Event2026-03-31
Filed2026-05-05
JFR
0.00%Nuveen Floating Rate Income
Shares646.4K
Event2026-03-31
Filed2026-05-05
SYLD
-1.36%Cambria Shareholder Yield Etf
Shares67.8K
Event2026-03-31
Filed2026-05-05
EUAD
9.53%Select Stoxx Europe Aerospace & Defense Etf
Shares122.7K
Event2026-03-31
Filed2026-05-05
QMOM
-29.83%Alpha Architect Us Quant Momentum
Shares71.7K
Event2026-03-31
Filed2026-05-05
IXUS
0.48%Ishares Core Msci Total International Stock Etf
Shares56.4K
Event2026-03-31
Filed2026-05-05
RDVY
-0.02%First Trust Rising Dividend Achievers
Shares71.4K
Event2026-03-31
Filed2026-05-05
JAAA
59.13%Janus Henderson Aaa Clo
Shares93.1K
Event2026-03-31
Filed2026-05-05
Alpha Architect Us Equity 2 Etf
0.00%Alpha Architect Us Equity 2 Etf
Shares100.5K
Event2026-03-31
Filed2026-05-05
STXT
82.98%Strive Total Return Bond Etf
Shares234.5K
Event2026-03-31
Filed2026-05-05
META
4.55%Meta Platforms Inc Cl A
Shares7.6K
Event2026-03-31
Filed2026-05-05
IYF
0.00%Ishares Tr
Shares35.4K
Event2026-03-31
Filed2026-05-05
DBMF
8.80%Imgp Dbi Managed Futures Strategy
Shares149.3K
Event2026-03-31
Filed2026-05-05
MFIC
0.00%Apollo Investment Co
Shares393.6K
Event2026-03-31
Filed2026-05-05
FRDM
-20.50%Freedom 100 Emerging Markets Etf
Shares80.9K
Event2026-03-31
Filed2026-05-05
BRTR
92.47%Ishares Total Return Active Etf
Shares87.7K
Event2026-03-31
Filed2026-05-05
IJS
0.06%Ishares S&P Small-Cap 600 Value Etf
Shares37.9K
Event2026-03-31
Filed2026-05-05
VBIL
NewVanguard 0-3 Month Treasury Bill Etf
Shares56.6K
Event2026-03-31
Filed2026-05-05
URA
3.21%Global X Uranium Etf
Shares90.3K
Event2026-03-31
Filed2026-05-05
CGDV
-18.06%Capital Group Dividend Value Etf
Shares99.8K
Event2026-03-31
Filed2026-05-05
SCHE
3.95%Schwab Emerging Markets Equity Etf
Shares128.8K
Event2026-03-31
Filed2026-05-05
NEE
4.62%Nextera Energy Inc Com
Shares52.1K
Event2026-03-31
Filed2026-05-05
FDVV
NewFidelity High Dividend Etf
Shares72.3K
Event2026-03-31
Filed2026-05-05
VCRB
-49.61%Vanguard Core Bond Etf
Shares48.5K
Event2026-03-31
Filed2026-05-05
Wasatch-Hoisington Us Tr Easury
2.33%Wasatch-Hoisington Us Tr Easury
Shares376.6K
Event2026-03-31
Filed2026-05-05
GSST
NewGoldman Sachs Ultra Short Bond Etf
Shares73.7K
Event2026-03-31
Filed2026-05-05
MELI
0.00%Mercadolibre Inc
Shares1.8K
Event2026-03-31
Filed2026-05-05
PCT
27.86%Purecycle Technologies Inc Com
Shares711.9K
Event2026-03-31
Filed2026-05-05
HIDE
-37.15%Alpha Architect Inflation & Deflation Etf
Shares147.5K
Event2026-03-31
Filed2026-05-05
FSK
0.00%Fs Kkr Cap Corp
Shares238.3K
Event2026-03-31
Filed2026-05-05
USHY
0.99%Ishares Broad Usd Hg Yld Crp Bnd Etf
Shares95.2K
Event2026-03-31
Filed2026-05-05
EEM
-70.79%Ishares Msci Emerging Markets Etf
Shares60.5K
Event2026-03-31
Filed2026-05-05
QUAL
-11.73%Ishares Msci Usa Qlty Fact Etf
Shares17.8K
Event2026-03-31
Filed2026-05-05
BGT
0.00%Blackrock Floating Rate Inc
Shares296.9K
Event2026-03-31
Filed2026-05-05
Alphacentric Incm Oppty Fd I
5.15%Alphacentric Incm Oppty Fd I
Shares462.1K
Event2026-03-31
Filed2026-05-05
SHLD
38.95%Global X Defense Tech Etf
Shares46.8K
Event2026-03-31
Filed2026-05-05
MUB
21.00%Ishares National Muni Bond Etf
Shares30.5K
Event2026-03-31
Filed2026-05-05
USFR
-29.04%Wisdomtree Floating Rate Treasry Etf
Shares61.8K
Event2026-03-31
Filed2026-05-05
CLOZ
55.43%Panagram Bbb B Clo Etf
Shares120.7K
Event2026-03-31
Filed2026-05-05
Broadcom Inc Com
-0.24%Broadcom Inc Com
Shares9.8K
Event2026-03-31
Filed2026-05-05
DJP
5.26%Brclys Bk Ipath Bloom Commodity Etn
Shares63.1K
Event2026-03-31
Filed2026-05-05
IYH
0.00%Ishares Tr
Shares45.7K
Event2026-03-31
Filed2026-05-05
FTWO
3.89%Strive Natural Resources And Security Etf
Shares64.0K
Event2026-03-31
Filed2026-05-05
GCT
0.00%Gigacloud Technology Inc
Shares74.0K
Event2026-03-31
Filed2026-05-05
HIPS
0.00%Graniteshares Etf Tr
Shares245.3K
Event2026-03-31
Filed2026-05-05
SHV
21.54%Ishares Short Treasury Bond Etf
Shares25.3K
Event2026-03-31
Filed2026-05-05
SGOV
-2.17%Ishares 0-3 Month Treasury Bond Etf
Shares27.7K
Event2026-03-31
Filed2026-05-05
BXSL
0.18%Blackstone Secd Lending
Shares111.9K
Event2026-03-31
Filed2026-05-05
XLF
9.30%State Street Financial Select Sector Spdr Etf
Shares55.9K
Event2026-03-31
Filed2026-05-05
VONG
-24.47%Vanguard Russell 1000 Growth Etf
Shares25.1K
Event2026-03-31
Filed2026-05-05
Schwab S&P 500 Index
0.27%Schwab S&P 500 Index
Shares162.8K
Event2026-03-31
Filed2026-05-05
FPE
NewFirst Trust Preferred Sec Income Etf
Shares151.6K
Event2026-03-31
Filed2026-05-05
FDUS
0.00%Fidus Invt Corp
Shares138.2K
Event2026-03-31
Filed2026-05-05
COST
-6.00%Costco Wholesale Corporation Com
Shares2.8K
Event2026-03-31
Filed2026-05-05
OILK
NewProsh K-1 Free Crude Oil Stgy Etf
Shares48.5K
Event2026-03-31
Filed2026-05-05
MLPA
-4.85%Global X Mlp Etf
Shares48.6K
Event2026-03-31
Filed2026-05-05
MGK
-25.19%Vanguard Mega Cap Growth Etf
Shares7.1K
Event2026-03-31
Filed2026-05-05
XLP
0.00%Select Sector Spdr Tr
Shares32.8K
Event2026-03-31
Filed2026-05-05
V
-0.91%Visa Inc Com Cl A
Shares8.1K
Event2026-03-31
Filed2026-05-05
SCM
0.00%Stellus Cap Invt Corp
Shares197.8K
Event2026-03-31
Filed2026-05-05
T
0.53%At&T
Shares98.2K
Event2026-03-31
Filed2026-05-05
ABBV
1.69%Abbvie Inc Com
Shares11.0K
Event2026-03-31
Filed2026-05-05
WMT
-13.73%Walmart Inc Com
Shares20.2K
Event2026-03-31
Filed2026-05-05
JNJ
0.63%Johnson & Johnson Com
Shares10.4K
Event2026-03-31
Filed2026-05-05
D
3.86%Dominion Energy Inc Com
Shares39.1K
Event2026-03-31
Filed2026-05-05
EFR
0.00%Eaton Vance Sr Fltng Rte Tr
Shares205.5K
Event2026-03-31
Filed2026-05-05
BSV
14.23%Vanguard Short-Term Bond Etf
Shares29.1K
Event2026-03-31
Filed2026-05-05
EFT
0.00%Eaton Vance Flting Rate Inc
Shares197.9K
Event2026-03-31
Filed2026-05-05
CIBR
29.93%First Trust Nasdaq Cybrscrty Etf
Shares34.6K
Event2026-03-31
Filed2026-05-05
IJR
19.90%Ishares Core S&P Small Cap Etf
Shares17.5K
Event2026-03-31
Filed2026-05-05
CAT
3.52%Caterpillar
Shares3.3K
Event2026-03-31
Filed2026-05-05
FXN
NewFirst Trust Energy Alphadex Etf
Shares94.7K
Event2026-03-31
Filed2026-05-05
RSPG
-48.99%Invesco S&P 500 Equal Weight Energy Etf
Shares19.1K
Event2026-03-31
Filed2026-05-05
Grayscale Bitcoin Mini Tr Et
0.00%Grayscale Bitcoin Mini Tr Et
Shares53.6K
Event2026-03-31
Filed2026-05-05
LLY
-0.18%Eli Lilly & Co Com
Shares2.2K
Event2026-03-31
Filed2026-05-05
SDVY
NewFirst Trust Smid Cap Rising Divi Etf
Shares50.6K
Event2026-03-31
Filed2026-05-05
FNDF
1.04%Schwab Fundamental Inl Large Com Etf
Shares39.6K
Event2026-03-31
Filed2026-05-05
MA
0.45%Mastercard Inc Class A
Shares3.8K
Event2026-03-31
Filed2026-05-05
SCHP
-3.61%Schwab Us Tips Etf
Shares72.1K
Event2026-03-31
Filed2026-05-05
BRW
0.00%Saba Capital Income & Oprnt
Shares266.4K
Event2026-03-31
Filed2026-05-05
NFLX
2.08%Netflix Inc. Com
Shares19.3K
Event2026-03-31
Filed2026-05-05
TPL
-19.54%Texas Pacific Land Corp
Shares3.9K
Event2026-03-31
Filed2026-05-05
GPIQ
-29.49%Goldman Sachs Nasdaq 100 Prm Etf
Shares37.1K
Event2026-03-31
Filed2026-05-05
SO
0.00%Southern Co
Shares21.0K
Event2026-03-31
Filed2026-05-05
XLG
-80.83%Invesco S&P 500 Top 50 Etf
Shares32.6K
Event2026-03-31
Filed2026-05-05
IWM
-2.20%Ishares Russell 2000 Etf
Shares7.3K
Event2026-03-31
Filed2026-05-05
CGBD
0.00%Carlyle Secured Lending Inc
Shares140.2K
Event2026-03-31
Filed2026-05-05
SCHD
9.43%Schwab Us Dividend Equity Etf
Shares56.9K
Event2026-03-31
Filed2026-05-05
Direxion Shs Etf Tr
0.00%Direxion Shs Etf Tr
Shares42.9K
Event2026-03-31
Filed2026-05-05
FID
NewFirst Trust S&P International Di Etf
Shares82.9K
Event2026-03-31
Filed2026-05-05
PPL
0.88%Ppl Corp Com
Shares49.2K
Event2026-03-31
Filed2026-05-05
ED
0.00%Consolidated Edison Inc
Shares17.3K
Event2026-03-31
Filed2026-05-05
EVV
0.00%Eaton Vance Limited Duration
Shares172.4K
Event2026-03-31
Filed2026-05-05
Duke Energy Corp New Com New
0.10%Duke Energy Corp New Com New
Shares14.5K
Event2026-03-31
Filed2026-05-05
WHF
0.00%Whitehorse Fin Inc
Shares243.9K
Event2026-03-31
Filed2026-05-05
HD
2.23%Home Depot Inc Com
Shares5.0K
Event2026-03-31
Filed2026-05-05
XMMO
-79.12%Invesco S&P Mid Cap Momentum Etf
Shares11.4K
Event2026-03-31
Filed2026-05-05
BLW
0.00%Blackrock Ltd Duration Incom
Shares120.1K
Event2026-03-31
Filed2026-05-05
AEP
0.00%American Elec Pwr Co Inc
Shares14.3K
Event2026-03-31
Filed2026-05-05
VUG
-81.69%Vanguard Growth Etf
Shares3.7K
Event2026-03-31
Filed2026-05-05
VTV
141.79%Vanguard Value Etf
Shares8.0K
Event2026-03-31
Filed2026-05-05
WTMF
-0.06%Wisdomtree Managed Futures Strategy
Shares39.7K
Event2026-03-31
Filed2026-05-05
AFSM
10.24%First Trust Activ Fct Sml Cap Etf
Shares45.3K
Event2026-03-31
Filed2026-05-05
Fpa Crescent Fund Inst Cl Shares
NewFpa Crescent Fund Inst Cl Shares
Shares34.3K
Event2026-03-31
Filed2026-05-05
MCD
-9.07%Mcdonalds Corp Com
Shares4.6K
Event2026-03-31
Filed2026-05-05
AMD
9.71%Advanced Micro Devices Inc Com
Shares7.0K
Event2026-03-31
Filed2026-05-05
IJH
35.84%Ishares Core S&P Mid-Cap Etf
Shares21.4K
Event2026-03-31
Filed2026-05-05
SIVR
186.11%Abrdn Physical Silver Shares Etf
Shares19.5K
Event2026-03-31
Filed2026-05-05
IWD
-1.96%Ishares Russell 1000 Value Etf
Shares6.6K
Event2026-03-31
Filed2026-05-05
IBIT
10.26%Ishares Bitcoin Trust Etf
Shares32.6K
Event2026-03-31
Filed2026-05-05
ETR
-0.44%Entergy Corp
Shares13.8K
Event2026-03-31
Filed2026-05-05
VIG
-0.19%Vanguard Dividend Appreciation Etf
Shares6.3K
Event2026-03-31
Filed2026-05-05
SLV
1.51%Ishares Silver Trust
Shares19.7K
Event2026-03-31
Filed2026-05-05
SUB
38.30%Ishares Short-Term National Muni Bond Etf
Shares12.4K
Event2026-03-31
Filed2026-05-05
POR
0.00%Portland Gen Elec Co
Shares27.5K
Event2026-03-31
Filed2026-05-05
IEF
-4.57%Ishares 7-10 Year Treasury Bond Etf
Shares13.7K
Event2026-03-31
Filed2026-05-05
FLRN
-11.58%Spdr Bloomberg Int Grd Flt Rt Etf
Shares41.8K
Event2026-03-31
Filed2026-05-05
CSCO
11.89%Cisco Sys Inc Com
Shares16.5K
Event2026-03-31
Filed2026-05-05
ICLN
NewIshares Global Clean Energy Etf
Shares69.4K
Event2026-03-31
Filed2026-05-05
BAC
0.87%Bank America Corp Com
Shares24.2K
Event2026-03-31
Filed2026-05-05
SCHO
8.02%Schwab Short Term Us Treasury Etf
Shares51.3K
Event2026-03-31
Filed2026-05-05
SAR
0.00%Saratoga Invt Corp
Shares52.8K
Event2026-03-31
Filed2026-05-05
SBRA
0.00%Sabra Health Care Reit Inc
Shares61.9K
Event2026-03-31
Filed2026-05-05
HBAN
2.84%Huntington Bancshs
Shares74.0K
Event2026-03-31
Filed2026-05-05
MO
0.00%Altria Group Inc
Shares20.3K
Event2026-03-31
Filed2026-05-05
Harleysville Finl Co0050
0.00%Harleysville Finl Co0050
Shares42.9K
Event2026-03-31
Filed2026-05-05
LAMR
0.00%Lamar Advertising Co New
Shares9.0K
Event2026-03-31
Filed2026-05-05
Vanguard 500 Index Adm
-0.96%Vanguard 500 Index Adm
Shares1.9K
Event2026-03-31
Filed2026-05-05
GBTC
0.00%Grayscale Bitcoin Trust Etf
Shares16.3K
Event2026-03-31
Filed2026-05-05
IEMG
17.11%Ishares Core Msci Emerging Markets Etf
Shares15.8K
Event2026-03-31
Filed2026-05-05
VTI
-7.75%Vanguard Total Stock Market Etf
Shares3.4K
Event2026-03-31
Filed2026-05-05
AMGN
17.76%Amgen Inc Com
Shares3.1K
Event2026-03-31
Filed2026-05-05
Vanguard Total Stock Mkt Idx Adm
172.90%Vanguard Total Stock Mkt Idx Adm
Shares6.9K
Event2026-03-31
Filed2026-05-05
Goldman Sachs Gqg Intl Opps
NewGoldman Sachs Gqg Intl Opps
Shares45.2K
Event2026-03-31
Filed2026-05-05
GSBD
23.43%Goldman Sachs Bdc Inc Shs
Shares114.8K
Event2026-03-31
Filed2026-05-05
INCE
NewFranklin Income Equity Focus Etf
Shares16.3K
Event2026-03-31
Filed2026-05-05
KLAC
4.44%Kla Corp
Shares706
Event2026-03-31
Filed2026-05-05
JBBB
-49.03%Janus Henderson B-Bbb Clo Etf
Shares21.9K
Event2026-03-31
Filed2026-05-05
CVX
64.72%Chevron Corporation Com
Shares4.9K
Event2026-03-31
Filed2026-05-05
Merck & Co Inc Com
0.20%Merck & Co Inc Com
Shares8.1K
Event2026-03-31
Filed2026-05-05
Stone Ridge Hi Yld Reins Urance Risk Prmi
14.54%Stone Ridge Hi Yld Reins Urance Risk Prmi
Shares111.2K
Event2026-03-31
Filed2026-05-05
HAL
56.17%Halliburton Co Hldg
Shares25.4K
Event2026-03-31
Filed2026-05-05
KO
1.50%Coca Cola Co Com
Shares12.9K
Event2026-03-31
Filed2026-05-05
ENIC
0.00%Enel Chile S.A.
Shares245.0K
Event2026-03-31
Filed2026-05-05
PFF
6.91%Ishares Preferred Income Sec Etf
Shares32.4K
Event2026-03-31
Filed2026-05-05
AGG
29.84%Ishares Core U.S. Aggregate Bond Etf
Shares9.9K
Event2026-03-31
Filed2026-05-05
IYE
0.00%Ishares Tr
Shares20.5K
Event2026-03-31
Filed2026-05-05
Ab Global Core Equity Ad Visor
8.36%Ab Global Core Equity Ad Visor
Shares58.4K
Event2026-03-31
Filed2026-05-05
INTC
1.05%Intel
Shares21.9K
Event2026-03-31
Filed2026-05-05
GS
-0.43%Goldman Sachs Group
Shares930
Event2026-03-31
Filed2026-05-05
EUFN
38.53%Ishares Msci Europe Financials Etf
Shares27.7K
Event2026-03-31
Filed2026-05-05
Neuberger Berman Strat Incm Inst
27.45%Neuberger Berman Strat Incm Inst
Shares94.0K
Event2026-03-31
Filed2026-05-05
LOW
12.85%Lowes Companies Inc
Shares4.0K
Event2026-03-31
Filed2026-05-05
John Hancock Fdmtl
0.00%John Hancock Fdmtl
Shares14.3K
Event2026-03-31
Filed2026-05-05
MTUM
NewIshares Msci Usa Momntum Fct Etf
Shares3.9K
Event2026-03-31
Filed2026-05-05
BUXX
8.72%Strive Enhanced Income Short Maturity Etf
Shares45.7K
Event2026-03-31
Filed2026-05-05
HE
0.00%Hawaiian Elec Industries
Shares75.0K
Event2026-03-31
Filed2026-05-05
XLV
4.49%Health Care Select Sector Spdr Etf
Shares6.2K
Event2026-03-31
Filed2026-05-05
SCHW
13.55%Charles Schwab Corp
Shares9.6K
Event2026-03-31
Filed2026-05-05
Ab Small Cap Value Advis Or
0.00%Ab Small Cap Value Advis Or
Shares58.9K
Event2026-03-31
Filed2026-05-05
ORCL
2.11%Oracle Corp
Shares6.1K
Event2026-03-31
Filed2026-05-05
GDMA
-77.95%Ea Ser Tr Alpha Architect Etf
Shares21.8K
Event2026-03-31
Filed2026-05-05
Ab Small Cap Growth Advi Sor
0.00%Ab Small Cap Growth Advi Sor
Shares11.6K
Event2026-03-31
Filed2026-05-05
PG
3.72%Procter & Gamble Co Com
Shares6.0K
Event2026-03-31
Filed2026-05-05
Citigroup Inc Com New
-0.65%Citigroup Inc Com New
Shares6.3K
Event2026-03-31
Filed2026-05-05
IYR
0.00%Ishares Tr
Shares9.2K
Event2026-03-31
Filed2026-05-05
FAS
0.00%Direxion Shs Etf Tr
Shares5.1K
Event2026-03-31
Filed2026-05-05
DSU
0.00%Blackrock Debt Strategies Fd
Shares84.6K
Event2026-03-31
Filed2026-05-05
IVOG
1.91%Vanguard S&P Mid Cap 400 Growth Etf
Shares6.8K
Event2026-03-31
Filed2026-05-05
VEA
-54.56%Vanguard Ftse Developed Markets Etf
Shares13.3K
Event2026-03-31
Filed2026-05-05
ALB
82.45%Albemarle Corp
Shares4.7K
Event2026-03-31
Filed2026-05-05
SPMD
0.00%Spdr Mid Cap Etf
Shares14.3K
Event2026-03-31
Filed2026-05-05
VTEB
-12.03%Vanguard Tax-Exempt Bond Etf
Shares16.9K
Event2026-03-31
Filed2026-05-05
Private Shares Fd A
14.45%Private Shares Fd A
Shares17.7K
Event2026-03-31
Filed2026-05-05
FNDA
-10.75%Schwab Fundamental U.S. Small Company Etf
Shares25.9K
Event2026-03-31
Filed2026-05-05
WDC
7.96%Western Digital Corp
Shares3.0K
Event2026-03-31
Filed2026-05-05
RTX
-0.57%Rtx Corporation Com
Shares4.2K
Event2026-03-31
Filed2026-05-05
VONE
-1.02%Vanguard Russell 1000 Etf Iv
Shares2.7K
Event2026-03-31
Filed2026-05-05
TE
25.66%T1 Energy Inc Com New
Shares142.9K
Event2026-03-31
Filed2026-05-05
American Funds Balanced Fund A
-18.43%American Funds Balanced Fund A
Shares21.5K
Event2026-03-31
Filed2026-05-05
TSM
-0.84%Taiwan Semiconductor Manufact Sponsored Ads
Shares2.3K
Event2026-03-31
Filed2026-05-05
PLTR
0.65%Palantir Technologies Inc Cl A
Shares5.4K
Event2026-03-31
Filed2026-05-05
PFE
-1.06%Pfizer
Shares29.9K
Event2026-03-31
Filed2026-05-05
BML-PJ
0.00%Bank Of America 4 Pfd Pfd Ser 4
Shares40.7K
Event2026-03-31
Filed2026-05-05
LEAD
-1.36%Siren Etf Tr Divcon Leaders Divid Etf
Shares10.1K
Event2026-03-31
Filed2026-05-05
BBDC
0.00%Barings Bdc Inc
Shares84.0K
Event2026-03-31
Filed2026-05-05
COKE
0.15%Coca Cola Consolidated Inc
Shares4.0K
Event2026-03-31
Filed2026-05-05
GLW
5.79%Corning Inc
Shares5.6K
Event2026-03-31
Filed2026-05-05
Strategy Inc 9 9 Pfd Pfd Ser A
198.69%Strategy Inc 9 9 Pfd Pfd Ser A
Shares7.5K
Event2026-03-31
Filed2026-05-05
COPX
88.79%Global X Copper Miners Etf
Shares9.8K
Event2026-03-31
Filed2026-05-05
FBTC
-5.63%Fidelity Wise Origin Bitcoin Fund
Shares12.7K
Event2026-03-31
Filed2026-05-05
BFST
0.00%Business First Bancshare
Shares27.6K
Event2026-03-31
Filed2026-05-05
MOO
0.00%Vaneck Etf Trust
Shares10.1K
Event2026-03-31
Filed2026-05-05
FE
0.00%Firstenergy Corp
Shares16.2K
Event2026-03-31
Filed2026-05-05
Eaton Corp Plc Shs
-1.05%Eaton Corp Plc Shs
Shares2.0K
Event2026-03-31
Filed2026-05-05
MU
-36.91%Micron Technology
Shares2.2K
Event2026-03-31
Filed2026-05-05
RPV
-2.72%Invesco S&P 500 Pure Value Etf
Shares6.7K
Event2026-03-31
Filed2026-05-05
IEFA
97.28%Ishares Core Msci Eafe Etf
Shares7.9K
Event2026-03-31
Filed2026-05-05
XLK
-80.99%Technology Select Sector Spdr Etf
Shares5.1K
Event2026-03-31
Filed2026-05-05
VGSH
5.70%Vanguard Short Term Treasury Etf Iv
Shares11.9K
Event2026-03-31
Filed2026-05-05
NEU
52.49%Newmarket Corporatn
Shares1.1K
Event2026-03-31
Filed2026-05-05
TER
7.00%Teradyne Inc Com
Shares2.3K
Event2026-03-31
Filed2026-05-05
FNDE
-54.75%Schwab Fundamental Emerging Markets Etf
Shares17.8K
Event2026-03-31
Filed2026-05-05
TJX
-0.12%Tjx Cos Inc New Com
Shares4.2K
Event2026-03-31
Filed2026-05-05
OBDC
0.00%Blue Owl Capital Corporation
Shares54.3K
Event2026-03-31
Filed2026-05-05
BIDD
-87.25%Ishares International Dd At Etf
Shares23.5K
Event2026-03-31
Filed2026-05-05
SHY
70.36%Ishares 1-3 Year Treasury Bond Etf
Shares8.1K
Event2026-03-31
Filed2026-05-05
IBM
-29.14%International Business Machs Com
Shares2.7K
Event2026-03-31
Filed2026-05-05
MAR
23.19%Marriott Intl Inc New Cl A
Shares2.1K
Event2026-03-31
Filed2026-05-05
Ab Sustainable International
0.00%Ab Sustainable International
Shares31.1K
Event2026-03-31
Filed2026-05-05
FPF
0.00%First Tr Inter Duratn Pfd &
Shares35.5K
Event2026-03-31
Filed2026-05-05
DXJ
-13.44%Wisdomtree Japan Hedged Equity Etf
Shares4.1K
Event2026-03-31
Filed2026-05-05
Guggenheim Macro Oppty Inst
1.19%Guggenheim Macro Oppty Inst
Shares26.7K
Event2026-03-31
Filed2026-05-05
GEV
68.69%Ge Vernova Llc
Shares722
Event2026-03-31
Filed2026-05-05
ADP
4.61%Automatic Data Processing Inc Com
Shares3.1K
Event2026-03-31
Filed2026-05-05
FLOT
65.85%Ishares Floating Rate Bond Etf
Shares12.3K
Event2026-03-31
Filed2026-05-05
Direxion Shs Etf Tr
0.00%Direxion Shs Etf Tr
Shares3.9K
Event2026-03-31
Filed2026-05-05
AMAT
78.57%Applied Matls Inc Com
Shares1.8K
Event2026-03-31
Filed2026-05-05
ADC
0.00%Agree Rlty Corp
Shares8.5K
Event2026-03-31
Filed2026-05-05
OEF
-92.72%Ishares S&P 100 Etf
Shares1.8K
Event2026-03-31
Filed2026-05-05
TSLX
0.00%Sixth Street Specialty Lendi
Shares27.8K
Event2026-03-31
Filed2026-05-05
HON
60.02%Honeywell Intl Inc
Shares2.6K
Event2026-03-31
Filed2026-05-05
VV
-68.19%Vanguard Large Cap Etf
Shares2.0K
Event2026-03-31
Filed2026-05-05
GS-PD
0.00%The Goldman Sach 4 Pfd Pfd Ser D
Shares31.3K
Event2026-03-31
Filed2026-05-05
FAX
0.00%Abrdn Asia Pacific Income Fu
Shares38.2K
Event2026-03-31
Filed2026-05-05
PWR
1.82%Quanta Services Inc
Shares1.1K
Event2026-03-31
Filed2026-05-05
PKW
0.00%Invesco Exchange Traded Fd T
Shares4.3K
Event2026-03-31
Filed2026-05-05
EVF
0.00%Eaton Vance Sr Income Tr
Shares109.4K
Event2026-03-31
Filed2026-05-05
PDBC
-28.82%Invsc Actvly Mng Optm Yd Dvrs Etf
Shares33.3K
Event2026-03-31
Filed2026-05-05
FEZ
-33.22%Put Spdr Stoxx 50
Shares9.3K
Event2026-03-31
Filed2026-05-05
DELL
NewDell Technologies Inc Class C
Shares3.5K
Event2026-03-31
Filed2026-05-05
QCOM
35.53%Qualcomm Inc
Shares4.4K
Event2026-03-31
Filed2026-05-05
MS
1.81%Morgan Stanley Com New
Shares3.3K
Event2026-03-31
Filed2026-05-05
APH
-3.49%Amphenol Corp Class A
Shares4.3K
Event2026-03-31
Filed2026-05-05
Hut 8 Corp
0.00%Hut 8 Corp
Shares11.8K
Event2026-03-31
Filed2026-05-05
Alps Alerian Mlp Etf New
127.52%Alps Alerian Mlp Etf New
Shares10.7K
Event2026-03-31
Filed2026-05-05
MS-PA
0.00%Morgan Stanley 4 Pfd Pfd Ser A
Shares27.8K
Event2026-03-31
Filed2026-05-05
VICI
0.00%Vici Pptys Inc
Shares18.9K
Event2026-03-31
Filed2026-05-05
RIET
0.00%Etf Ser Solutions
Shares56.0K
Event2026-03-31
Filed2026-05-05
EMQQ
0.00%Exchange Traded Concepts Tru
Shares12.9K
Event2026-03-31
Filed2026-05-05
GSL
0.00%Global Ship Lease Inc New
Shares14.8K
Event2026-03-31
Filed2026-05-05
IEI
0.00%Ishares 3-7 Year Trery Bond Etf
Shares4.4K
Event2026-03-31
Filed2026-05-05
BCSF
0.00%Bain Cap Specialty Fin Inc
Shares36.9K
Event2026-03-31
Filed2026-05-05
UNH
-1.82%Unitedhealth Group Inc Com
Shares1.9K
Event2026-03-31
Filed2026-05-05
GBDC
0.00%Golub Cap Bdc Inc
Shares37.5K
Event2026-03-31
Filed2026-05-05
PSTL
0.00%Postal Realty Trust Inc
Shares31.5K
Event2026-03-31
Filed2026-05-05
EWY
NewIshares Msci South Korea Etf
Shares4.1K
Event2026-03-31
Filed2026-05-05
CB
44.24%Chubb Ltd Switz Com
Shares1.6K
Event2026-03-31
Filed2026-05-05
ADI
NewAnalog Devices Inc
Shares1.6K
Event2026-03-31
Filed2026-05-05
BKT
0.00%Blackrock Income Tr Inc
Shares45.1K
Event2026-03-31
Filed2026-05-05
TCPC
0.00%Blackrock Tcp Capital Corp
Shares90.5K
Event2026-03-31
Filed2026-05-05
PEP
7.44%Pepsico Inc Com
Shares3.2K
Event2026-03-31
Filed2026-05-05
VKTX
0.00%Viking Therapeutics Inc
Shares14.0K
Event2026-03-31
Filed2026-05-05
RIVN
0.00%Rivian Automotive Inc
Shares25.0K
Event2026-03-31
Filed2026-05-05
FMQQ
0.00%Exchange Traded Concepts Tru
Shares35.6K
Event2026-03-31
Filed2026-05-05
CEG
-30.18%Constellation Energy Corp
Shares1.4K
Event2026-03-31
Filed2026-05-05
GDX
0.73%Vaneck Gold Miners Etf
Shares5.3K
Event2026-03-31
Filed2026-05-05
T Rowe Price Blue Chip Growth Fd Inv
18.22%T Rowe Price Blue Chip Growth Fd Inv
Shares2.6K
Event2026-03-31
Filed2026-05-05
PSX
92.75%Phillips 66
Shares3.1K
Event2026-03-31
Filed2026-05-05
Bunge Global Sa F
8.69%Bunge Global Sa F
Shares3.7K
Event2026-03-31
Filed2026-05-05
DTE
0.00%Dte Energy Co
Shares3.7K
Event2026-03-31
Filed2026-05-05
WM
-1.26%Waste Management Inc
Shares2.0K
Event2026-03-31
Filed2026-05-05
American Funds New Perspective A
-1.53%American Funds New Perspective A
Shares7.0K
Event2026-03-31
Filed2026-05-05
ADM
0.00%Archer Daniels Midland C
Shares6.4K
Event2026-03-31
Filed2026-05-05
IIPR
0.00%Innovative Indl Pptys Inc
Shares9.8K
Event2026-03-31
Filed2026-05-05
HAUS
0.00%Tidal Trust I
Shares26.0K
Event2026-03-31
Filed2026-05-05
ZECP
0.00%Zacks Earnings Consistent Port Etf
Shares13.6K
Event2026-03-31
Filed2026-05-05
BNDW
77.73%Vanguard Total World Bond Etf Iv
Shares6.7K
Event2026-03-31
Filed2026-05-05
INQQ
0.00%Exchange Traded Concepts Tru
Shares31.1K
Event2026-03-31
Filed2026-05-05
ASML
-1.42%Asml Holding N V F Sponsored Adr
Shares346
Event2026-03-31
Filed2026-05-05
NVS
27.06%Novartis Ag F Sponsored Adr
Shares3.0K
Event2026-03-31
Filed2026-05-05
Blackrock Inc Com
0.43%Blackrock Inc Com
Shares472
Event2026-03-31
Filed2026-05-05
PCG
0.00%Pg&E Corp
Shares27.8K
Event2026-03-31
Filed2026-05-05
VRT
13.44%Vertiv Holdings Co Class A
Shares1.8K
Event2026-03-31
Filed2026-05-05
VDE
0.00%Vanguard Energy Etf
Shares2.5K
Event2026-03-31
Filed2026-05-05
EOG
0.00%Eog Res Inc
Shares4.2K
Event2026-03-31
Filed2026-05-05
NRG
5.09%Nrg Energy Inc
Shares3.0K
Event2026-03-31
Filed2026-05-05
TOTL
-90.86%Spdr Doubleline Ttl Rtrn Ttcl Etf
Shares11.0K
Event2026-03-31
Filed2026-05-05
BK
43.72%Bank Of Ny Mellon Co
Shares3.7K
Event2026-03-31
Filed2026-05-05
ET
11.52%Energy Transfer Lp
Shares22.3K
Event2026-03-31
Filed2026-05-05
HSY
34.04%Hershey Co Com
Shares2.0K
Event2026-03-31
Filed2026-05-05
VZ
-0.22%Verizon Communications Inc Com
Shares8.5K
Event2026-03-31
Filed2026-05-05
GILD
85.20%Gilead Sciences Inc Com
Shares3.1K
Event2026-03-31
Filed2026-05-05
American Funds Growth Fu Nd Of Amer F3
-5.01%American Funds Growth Fu Nd Of Amer F3
Shares5.7K
Event2026-03-31
Filed2026-05-05
Ftai Aviation Ltd
0.00%Ftai Aviation Ltd
Shares2.1K
Event2026-03-31
Filed2026-05-05
American Funds Growth Fund Of America A
-4.93%American Funds Growth Fund Of America A
Shares5.7K
Event2026-03-31
Filed2026-05-05
RING
-22.21%Ishares Msci Global Gold Miners Etf New
Shares5.3K
Event2026-03-31
Filed2026-05-05
TXN
73.99%Texas Instruments
Shares2.1K
Event2026-03-31
Filed2026-05-05
CBLS
0.00%Elevation Series Trust
Shares15.1K
Event2026-03-31
Filed2026-05-05
LMT
-0.87%Lockheed Martin Corp Com
Shares687
Event2026-03-31
Filed2026-05-05
PANW
0.00%Palo Alto Networks Inc
Shares2.3K
Event2026-03-31
Filed2026-05-05
Tidal Trust I
0.00%Tidal Trust I
Shares17.0K
Event2026-03-31
Filed2026-05-05
IWO
23.16%Ishares Russell 2000 Growth Etf
Shares1.3K
Event2026-03-31
Filed2026-05-05
SPH
0.00%Suburban Propane Partners L
Shares21.4K
Event2026-03-31
Filed2026-05-05
Calamos Aksia Alternative Credit & Income I
-6.72%Calamos Aksia Alternative Credit & Income I
Shares37.4K
Event2026-03-31
Filed2026-05-05
Ishares Gold Tr
0.00%Ishares Gold Tr
Shares4.8K
Event2026-03-31
Filed2026-05-05
MPWR
6.97%Monolithic Power Sys
Shares353
Event2026-03-31
Filed2026-05-05
XLC
-49.73%Communicat Svs Slct Sec Spdr Etf
Shares3.5K
Event2026-03-31
Filed2026-05-05
Ab Corporate Shs
0.00%Ab Corporate Shs
Shares40.0K
Event2026-03-31
Filed2026-05-05
CTA
-11.39%Simplify Managed Futures Strategy
Shares12.6K
Event2026-03-31
Filed2026-05-05
TFC-PR
0.00%Truist Finl C 4.75 Pfd Pfd Ser R
Shares21.0K
Event2026-03-31
Filed2026-05-05
BKR
NewBaker Hughes Co. Class A
Shares6.2K
Event2026-03-31
Filed2026-05-05
VBR
NewVanguard Small Cap Value Etf
Shares1.7K
Event2026-03-31
Filed2026-05-05
ADBE
2.39%Adobe Inc
Shares1.5K
Event2026-03-31
Filed2026-05-05
BTAL
1.80%Agfiq U.S. Market Neutral Anti-Beta Fund
Shares26.6K
Event2026-03-31
Filed2026-05-05
WPC
0.00%Wp Carey Inc
Shares5.8K
Event2026-03-31
Filed2026-05-05
CMCSA
-4.15%Comcast Corp New Cl A
Shares12.7K
Event2026-03-31
Filed2026-05-05
SECT
0.36%Northern Lights Fund Trust Iv Main Sectr Rotn Etf
Shares6.1K
Event2026-03-31
Filed2026-05-05
IWL
-17.01%Ishares Russell Top 200 Etf
Shares2.3K
Event2026-03-31
Filed2026-05-05
VIA
NewVia Transportation Inc
Shares24.0K
Event2026-03-31
Filed2026-05-05
MRGR
0.00%Proshares Tr
Shares8.1K
Event2026-03-31
Filed2026-05-05
Lord Abbett Short Durati On Income I
-0.14%Lord Abbett Short Durati On Income I
Shares93.4K
Event2026-03-31
Filed2026-05-05
CAOS
-83.39%Alpha Architect Tail Risk Etf
Shares3.9K
Event2026-03-31
Filed2026-05-05
KEYS
NewKeysight Tech Inc
Shares1.3K
Event2026-03-31
Filed2026-05-05
BBLU
0.00%Ea Bridgeway Blue Chip Etf
Shares24.0K
Event2026-03-31
Filed2026-05-05
UNP
26.54%Union Pac Corp Com
Shares1.5K
Event2026-03-31
Filed2026-05-05
KHPI
0.00%Managed Portfolio Series
Shares13.5K
Event2026-03-31
Filed2026-05-05
VBF
0.00%Invesco Bd Fd
Shares22.6K
Event2026-03-31
Filed2026-05-05
VICR
0.00%Vicor Corp
Shares3.2K
Event2026-03-31
Filed2026-05-05
COF
-2.43%Capital One Fc
Shares1.9K
Event2026-03-31
Filed2026-05-05
SCHR
-81.49%Schwab Interm Term Us Treasury
Shares13.8K
Event2026-03-31
Filed2026-05-05
ARCC
0.00%Ares Capital Corp
Shares19.1K
Event2026-03-31
Filed2026-05-05
SPGI
4.66%S&P Global Inc
Shares808
Event2026-03-31
Filed2026-05-05
SOUN
0.00%Soundhound Ai Inc
Shares33.9K
Event2026-03-31
Filed2026-05-05
DGRO
-0.46%Ishares Core Dividend Growth Etf
Shares4.8K
Event2026-03-31
Filed2026-05-05
QLD
0.00%Proshares Ultra Qqq Etf
Shares5.5K
Event2026-03-31
Filed2026-05-05
ROK
57.36%Rockwell Automation
Shares930
Event2026-03-31
Filed2026-05-05
Fidelity Contrafund
0.18%Fidelity Contrafund
Shares14.2K
Event2026-03-31
Filed2026-05-05
FDX
NewFedex Corp Com
Shares912
Event2026-03-31
Filed2026-05-05
VOE
0.00%Vanguard Mid Cap Value Etf
Shares1.8K
Event2026-03-31
Filed2026-05-05
Ge Aerospace Com New
-3.75%Ge Aerospace Com New
Shares1.1K
Event2026-03-31
Filed2026-05-05
Schwab Total Stock Marke T Index
1.15%Schwab Total Stock Marke T Index
Shares20.5K
Event2026-03-31
Filed2026-05-05
JPST
-13.36%Jpmorgan Ultra Short Income Etf
Shares6.3K
Event2026-03-31
Filed2026-05-05
MINT
0.00%Pimco Enhanced Shrt Maturty Actv Etf
Shares3.2K
Event2026-03-31
Filed2026-05-05
AXP
6.55%American Express Co Com
Shares1.1K
Event2026-03-31
Filed2026-05-05
Linde Plc Shs
0.94%Linde Plc Shs
Shares748
Event2026-03-31
Filed2026-05-05
EQR
0.00%Equity Residential
Shares5.0K
Event2026-03-31
Filed2026-05-05
ISCF
-74.59%Ishares Intl Small Cap Equity Factor Etf
Shares7.5K
Event2026-03-31
Filed2026-05-05
IYM
0.00%Ishares Tr
Shares2.0K
Event2026-03-31
Filed2026-05-05
Lam Research Corp
1.94%Lam Research Corp
Shares1.5K
Event2026-03-31
Filed2026-05-05
ABT
7.11%Abbott Laboratories Com
Shares3.1K
Event2026-03-31
Filed2026-05-05
SLB
NewSchlumberger Ltd F
Shares6.0K
Event2026-03-31
Filed2026-05-05
PM
5.93%Philip Morris Intl Inc Com
Shares1.8K
Event2026-03-31
Filed2026-05-05
SCHZ
10.99%Schwab Us Aggregate Bond Etf
Shares13.1K
Event2026-03-31
Filed2026-05-05
DBC
0.00%Invesco Db Commdy Indx Trck
Shares13.6K
Event2026-03-31
Filed2026-05-05
IDCC
0.00%Interdigital Inc.
Shares1.0K
Event2026-03-31
Filed2026-05-05
EXR
0.00%Extra Space Storage Inc
Shares2.3K
Event2026-03-31
Filed2026-05-05
ROBO
0.00%Exchange Traded Concepts Tru
Shares4.3K
Event2026-03-31
Filed2026-05-05
SOJD
0.00%The Southern Co 4.95 Pfd Due 01/30/80
Shares15.3K
Event2026-03-31
Filed2026-05-05
Oakmark Fund Institutional
NewOakmark Fund Institutional
Shares1.8K
Event2026-03-31
Filed2026-05-05
TMO
-44.86%Thermo Fisher Scntfc
Shares595
Event2026-03-31
Filed2026-05-05
NQP
0.00%Nuveen Pnsylvania Qlty M
Shares24.2K
Event2026-03-31
Filed2026-05-05
PNC
34.74%Pnc Finl Svcs Group Inc Com
Shares1.4K
Event2026-03-31
Filed2026-05-05
IVE
NewIshares S&P 500 Value Etf
Shares1.4K
Event2026-03-31
Filed2026-05-05
WFC
16.90%Wells Fargo & Co Com
Shares3.6K
Event2026-03-31
Filed2026-05-05
COP
NewConocophillips Com
Shares2.2K
Event2026-03-31
Filed2026-05-05
Athene Holdi 5.625 Pfd Pfd Ser B
0.00%Athene Holdi 5.625 Pfd Pfd Ser B
Shares15.0K
Event2026-03-31
Filed2026-05-05
DE
-4.41%Deere & Co
Shares499
Event2026-03-31
Filed2026-05-05
IVW
-45.28%Ishares S&P 500 Growth Etf
Shares2.6K
Event2026-03-31
Filed2026-05-05
MCK
0.94%Mckesson Corp
Shares322
Event2026-03-31
Filed2026-05-05
ICOW
0.00%Pacer Fds Tr
Shares7.2K
Event2026-03-31
Filed2026-05-05
LH
NewLabcorp Holdings Inc
Shares1.0K
Event2026-03-31
Filed2026-05-05
MPA
0.00%Blackrock Muniyield Penn
Shares25.0K
Event2026-03-31
Filed2026-05-05
Rational Special Situati Ons Income Instl
1.40%Rational Special Situati Ons Income Instl
Shares15.4K
Event2026-03-31
Filed2026-05-05
General Dynamics Co
6.50%General Dynamics Co
Shares803
Event2026-03-31
Filed2026-05-05
DIS
-4.87%Disney Walt Co Com
Shares2.9K
Event2026-03-31
Filed2026-05-05
REMX
NewVaneck Rare Earth/Strategic
Shares3.1K
Event2026-03-31
Filed2026-05-05
MMM
1.46%3M
Shares1.9K
Event2026-03-31
Filed2026-05-05
CNP
0.00%Centerpoint Energy Inc
Shares7.1K
Event2026-03-31
Filed2026-05-05
TPVG
0.00%Triplepoint Venture Grow
Shares43.6K
Event2026-03-31
Filed2026-05-05
Columbia Acorn Inst
NewColumbia Acorn Inst
Shares21.4K
Event2026-03-31
Filed2026-05-05
MSI
0.82%Motorola Solutions Inc Com New
Shares615
Event2026-03-31
Filed2026-05-05
Schwab Target 2035
1.41%Schwab Target 2035
Shares14.6K
Event2026-03-31
Filed2026-05-05
American Funds Washingto N Mutual F3
0.41%American Funds Washingto N Mutual F3
Shares4.2K
Event2026-03-31
Filed2026-05-05
CCAP
0.00%Crescent Cap Bdc Inc
Shares18.7K
Event2026-03-31
Filed2026-05-05
MPC
NewMarathon Pete Corp
Shares1.1K
Event2026-03-31
Filed2026-05-05
PSN
0.61%Parsons Corp
Shares4.8K
Event2026-03-31
Filed2026-05-05
LNT
13.67%Alliant Energy Corp
Shares3.6K
Event2026-03-31
Filed2026-05-05
Hartford Schroders Intl Multi-Cap Value
-3.61%Hartford Schroders Intl Multi-Cap Value
Shares18.2K
Event2026-03-31
Filed2026-05-05
American Funds New Econo My A
0.00%American Funds New Econo My A
Shares3.7K
Event2026-03-31
Filed2026-05-05
Seagate Technology Holdings
NewSeagate Technology Holdings
Shares649
Event2026-03-31
Filed2026-05-05
Accenture Plc Ireland Shs Class A
-11.05%Accenture Plc Ireland Shs Class A
Shares1.3K
Event2026-03-31
Filed2026-05-05
NOW
46.08%Service Now Inc
Shares2.4K
Event2026-03-31
Filed2026-05-05
Columbia Seligman Comm & Info A
0.00%Columbia Seligman Comm & Info A
Shares1.5K
Event2026-03-31
Filed2026-05-05
BSL
0.00%Blackstone Seni Fltn Rat 202
Shares18.6K
Event2026-03-31
Filed2026-05-05
ERY
0.00%Direxion Shs Etf Tr
Shares12.5K
Event2026-03-31
Filed2026-05-05
PICK
-31.49%Ishares Msci Global Metals & Mng Producers
Shares4.3K
Event2026-03-31
Filed2026-05-05
Vanguard Health Care Fd Admiral Share
3.33%Vanguard Health Care Fd Admiral Share
Shares3.0K
Event2026-03-31
Filed2026-05-05
UBER
-6.67%Uber Technologies Inc
Shares3.4K
Event2026-03-31
Filed2026-05-05
REM
0.00%Ishares Mtg Real Estate Capped Etf New
Shares11.3K
Event2026-03-31
Filed2026-05-05
IDEV
4.17%Ishares Core Msci International Etf
Shares2.9K
Event2026-03-31
Filed2026-05-05
LNG
NewCheniere Energy Inc
Shares852
Event2026-03-31
Filed2026-05-05
ALC
NewAlcon Inc F
Shares3.2K
Event2026-03-31
Filed2026-05-05
Pear Tree Polaris Foreign Val Inst Shares
0.00%Pear Tree Polaris Foreign Val Inst Shares
Shares8.1K
Event2026-03-31
Filed2026-05-05
Oakmark Select Advisor
NewOakmark Select Advisor
Shares2.8K
Event2026-03-31
Filed2026-05-05
CRM
-11.11%Salesforce
Shares1.3K
Event2026-03-31
Filed2026-05-05
NEM
1.16%Newmont Corp
Shares2.2K
Event2026-03-31
Filed2026-05-05
CALF
0.00%Pacer Fds Tr
Shares5.3K
Event2026-03-31
Filed2026-05-05
SCHF
-49.10%Schwab International Equity Etf
Shares9.7K
Event2026-03-31
Filed2026-05-05
Pfg American Funds Growt H Strategy I
NewPfg American Funds Growt H Strategy I
Shares18.1K
Event2026-03-31
Filed2026-05-05
EMR
10.61%Emerson Electric Co
Shares1.8K
Event2026-03-31
Filed2026-05-05
Cadence Bank
0.00%Cadence Bank
Shares5.4K
Event2026-03-31
Filed2026-05-05
QUIZ
-0.20%Zacks Quality International Etf
Shares8.5K
Event2026-03-31
Filed2026-05-05
MET-PF
0.00%Metlife Inc 4.75 Pfd Pfd Ser F
Shares12.5K
Event2026-03-31
Filed2026-05-05
FCX
-4.67%Freeport Mcmoran Inc
Shares3.8K
Event2026-03-31
Filed2026-05-05
Schwab Target 2025
4.19%Schwab Target 2025
Shares15.8K
Event2026-03-31
Filed2026-05-05
KRBN
0.00%Kraneshares Global Carbon Stg Etf
Shares7.7K
Event2026-03-31
Filed2026-05-05
LHX
-6.29%L3Harris Technologies In
Shares656
Event2026-03-31
Filed2026-05-05
VRTX
-0.78%Vertex Pharmaceutica
Shares507
Event2026-03-31
Filed2026-05-05
MBOX
0.16%Ea Ser Tr Freedom Day Dividend Etf
Shares6.1K
Event2026-03-31
Filed2026-05-05
MRCC
0.00%Monroe Cap Corp
Shares34.6K
Event2026-03-31
Filed2026-05-05
SUN
0.00%Sunoco Lp/Sunoco Fin Corp
Shares4.1K
Event2026-03-31
Filed2026-05-05
Calamos Aksia Private Equity & Alternatives I
NewCalamos Aksia Private Equity & Alternatives I
Shares19.3K
Event2026-03-31
Filed2026-05-05
FCT
0.00%First Tr Sr Fltg Rate Income
Shares21.4K
Event2026-03-31
Filed2026-05-05
TRGP
NewTarga Resources Corp
Shares859
Event2026-03-31
Filed2026-05-05
GWW
NewWw Grainger Inc
Shares197
Event2026-03-31
Filed2026-05-05
OUNZ
NewVaneck Merk Gold Etf
Shares4.8K
Event2026-03-31
Filed2026-05-05
GLNG
NewGolar Lng Limited F
Shares4.0K
Event2026-03-31
Filed2026-05-05
PINS
0.00%Pinterest Inc Class A
Shares11.7K
Event2026-03-31
Filed2026-05-05
Ishares Russell 1000 Lar Ge-Cap Idx K
0.00%Ishares Russell 1000 Lar Ge-Cap Idx K
Shares5.2K
Event2026-03-31
Filed2026-05-05
FAD
NewFirst Tr Multi Cp Grwth Alphadex Etf
Shares1.3K
Event2026-03-31
Filed2026-05-05
T-PA
0.00%At&T Inc. 5 Pfd Pfd Ser A
Shares10.8K
Event2026-03-31
Filed2026-05-05
BMY
NewBristol-Myers Squibb
Shares3.4K
Event2026-03-31
Filed2026-05-05
Hartford Capital Appr Fund Cl A
0.00%Hartford Capital Appr Fund Cl A
Shares5.1K
Event2026-03-31
Filed2026-05-05
IQV
0.00%Iqvia Holdings Inc
Shares1.2K
Event2026-03-31
Filed2026-05-05
CTVA
NewCorteva Inc
Shares2.5K
Event2026-03-31
Filed2026-05-05
Vanguard Div Appr Index Fd Adm Cl Shrs
1.56%Vanguard Div Appr Index Fd Adm Cl Shrs
Shares3.6K
Event2026-03-31
Filed2026-05-05
WMB
NewWilliams Companies
Shares2.9K
Event2026-03-31
Filed2026-05-05
ESGE
NewIshares Esg Aware Msci Em Etf
Shares4.6K
Event2026-03-31
Filed2026-05-05
PEG
-4.06%Pub Svc Enterpise Gp
Shares2.5K
Event2026-03-31
Filed2026-05-05
Vanguard Growth Index Fd Admiral Share
0.00%Vanguard Growth Index Fd Admiral Share
Shares892
Event2026-03-31
Filed2026-05-05
DEFT
0.00%Defi Technologies Inc
Shares264.4K
Event2026-03-31
Filed2026-05-05
PFLT
0.00%Pennantpark Floating Rate Ca
Shares21.3K
Event2026-03-31
Filed2026-05-05
Gqg Partners Emerging
NewGqg Partners Emerging
Shares10.7K
Event2026-03-31
Filed2026-05-05
Great Elm Cap Corp
0.00%Great Elm Cap Corp
Shares26.3K
Event2026-03-31
Filed2026-05-05
BGB
0.00%Blackstone Strategic Cred 20
Shares15.7K
Event2026-03-31
Filed2026-05-05
Schwab Target 2030
2.81%Schwab Target 2030
Shares10.9K
Event2026-03-31
Filed2026-05-05
NUV
0.00%Nuveen Municipal Value C
Shares19.9K
Event2026-03-31
Filed2026-05-05
Blackrock Glbl Long Short Eqty Inst
0.00%Blackrock Glbl Long Short Eqty Inst
Shares10.9K
Event2026-03-31
Filed2026-05-05
PNNT
0.00%Pennantpark Invt Corp
Shares27.2K
Event2026-03-31
Filed2026-05-05
Schwab Target 2020
1.58%Schwab Target 2020
Shares12.4K
Event2026-03-31
Filed2026-05-05
BGX
0.00%Blackstone Long Short Cr Inc
Shares13.5K
Event2026-03-31
Filed2026-05-05
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available