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

Currently, EVOKE WEALTH, LLC holds 697 types of securities in its portfolio with a total value $5.4B. In the most recent quarter, they have increased their positions in IVV (+74.2K shares, valued at $48.4M), SCHP (+1.4M shares, valued at $36.2M), N/A (+624.5K shares, valued at $29.4M); decreased their positions in MA (-16.5K shares, valued at $8.2M), LTPZ (-131.9K shares, valued at $6.7M), N/A (-22.7K shares, valued at $6.5M); initiated new positions in N/A (+624.5K shares, valued at $29.4M), SHY (+18.7K shares, valued at $1.5M), XOP (+4.8K shares, valued at $874.4K).

1M P&L

+110.0M+2.52%

3M P&L

+82.6M+1.88%

HY P&L

+317.4M+7.61%

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/A4.0B

81.8%

2Semiconductors150.3M

3.1%

3Consumer Electronics109.5M

2.3%

Top Industries by Stock Count

1N/A226 stocks

36.5%

2Software - Application23 stocks

3.7%

3Software - Infrastructure17 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GLDM WORLD GOLD TR7.5M shares1.33%2026-03-312026-05-15

IVV ISHARES TR702.8K shares11.80%2026-03-312026-05-15

SCHP SCHWAB STRATEGIC TR10.4M shares15.06%2026-03-312026-05-15

GUNR FLEXSHARES TR4.9M shares6.90%2026-03-312026-05-15

RPAR TIDAL TRUST I10.7M shares1.43%2026-03-312026-05-15

VTI VANGUARD INDEX FDS648.9K shares2.60%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS2.3M shares10.45%2026-03-312026-05-15

OEF ISHARES TR404.9K shares-0.97%2026-03-312026-05-15

Sponsored

NVDA NVIDIA CORPORATION664.1K shares-2.01%2026-03-312026-05-15

VTIP VANGUARD MALVERN FDS2.3M shares23.98%2026-03-312026-05-15

TIP ISHARES TR1.0M shares1.00%2026-03-312026-05-15

DFAU DIMENSIONAL ETF TRUST2.5M shares5.59%2026-03-312026-05-15

DFAI DIMENSIONAL ETF TRUST2.9M shares9.46%2026-03-312026-05-15

ACWI ISHARES TR794.9K shares-1.97%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS178.5K shares4.04%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F1.9M shares10.78%2026-03-312026-05-15

Sponsored

AAPL APPLE INC400.0K shares-0.39%2026-03-312026-05-15

MBB ISHARES TR886.2K shares5.90%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T122.2K shares-0.50%2026-03-312026-05-15

DFAE DIMENSIONAL ETF TRUST2.1M shares5.45%2026-03-312026-05-15

VTV VANGUARD INDEX FDS365.0K shares0.83%2026-03-312026-05-15

VT VANGUARD INTL EQUITY INDEX F481.1K shares0.60%2026-03-312026-05-15

AGG ISHARES TR609.5K shares-1.19%2026-03-312026-05-15

EMXC ISHARES INC727.2K shares0.17%2026-03-312026-05-15

Sponsored

VTWO VANGUARD SCOTTSDALE FDS570.8K shares10.81%2026-03-312026-05-15

ALPHABET INC ALPHABET INC184.8K shares-10.92%2026-03-312026-05-15

IVE ISHARES TR247.7K shares0.98%2026-03-312026-05-15

MSFT MICROSOFT CORP121.0K shares-8.28%2026-03-312026-05-15

TIDAL TRUST I TIDAL TRUST I2.5M shares2.85%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS182.9K shares1.76%2026-03-312026-05-15

AMZN AMAZON COM INC158.9K shares4.36%2026-03-312026-05-15

ALPHABET INC ALPHABET INC113.0K shares-4.77%2026-03-312026-05-15

Sponsored

STIP ISHARES TR306.5K shares19.88%2026-03-312026-05-15

AMERICAN CENTY ETF TR AMERICAN CENTY ETF TR624.5K sharesnew addition2026-03-312026-05-15

LTPZ PIMCO ETF TR531.6K shares-19.88%2026-03-312026-05-15

VONE VANGUARD SCOTTSDALE FDS90.2K shares-0.72%2026-03-312026-05-15

GLD SPDR GOLD TR54.9K shares-1.29%2026-03-312026-05-15

XLU SELECT SECTOR SPDR TR434.9K shares25.98%2026-03-312026-05-15

ISHARES GOLD TR ISHARES GOLD TR205.9K shares-0.38%2026-03-312026-05-15

META META PLATFORMS INC30.1K shares0.67%2026-03-312026-05-15

Sponsored

JNJ JOHNSON & JOHNSON66.4K shares-15.74%2026-03-312026-05-15

VNQ VANGUARD INDEX FDS182.2K shares31.84%2026-03-312026-05-15

IGOV ISHARES TR379.1K shares15.23%2026-03-312026-05-15

VGIT VANGUARD SCOTTSDALE FDS258.1K shares1.30%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL30.6K shares-0.38%2026-03-312026-05-15

SLV ISHARES SILVER TR200.8K shares-4.65%2026-03-312026-05-15

BROADCOM INC BROADCOM INC41.1K shares7.89%2026-03-312026-05-15

DFIV DIMENSIONAL ETF TRUST227.2K shares35.08%2026-03-312026-05-15

Sponsored

LLY ELI LILLY & CO12.6K shares12.33%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO39.3K shares1.87%2026-03-312026-05-15

IWM ISHARES TR41.6K shares20.08%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP45.9K shares-8.35%2026-03-312026-05-15

VTEC VANGUARD CALIF TAX FREE FDS94.9K shares-5.08%2026-03-312026-05-15

CVX CHEVRON CORPORATION44.3K shares2.73%2026-03-312026-05-15

J JACOBS SOLUTIONS INC71.0K shares397.91%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR15.4K shares-35.67%2026-03-312026-05-15

Sponsored

TLT ISHARES TR102.1K shares-21.61%2026-03-312026-05-15

XOM EXXON MOBIL CORP51.2K shares9.44%2026-03-312026-05-15

TSLA TESLA INC22.8K shares38.49%2026-03-312026-05-15

VSGX VANGUARD WORLD FD114.3K shares0.05%2026-03-312026-05-15

MA MASTERCARD INCORPORATED15.9K shares-50.97%2026-03-312026-05-15

GNR SPDR INDEX SHS FDS105.7K shares-0.16%2026-03-312026-05-15

VXUS VANGUARD STAR FDS101.6K shares4.03%2026-03-312026-05-15

ESGV VANGUARD WORLD FD66.7K shares0.07%2026-03-312026-05-15

Sponsored

ADI ANALOG DEVICES INC23.4K shares-23.61%2026-03-312026-05-15

AGI ALAMOS GOLD INC163.1K shares0.08%2026-03-312026-05-15

MCO MOODYS CORP15.6K shares-28.80%2026-03-312026-05-15

ORCL ORACLE CORP46.0K shares-16.47%2026-03-312026-05-15

XME SPDR SERIES TRUST62.5K shares2.42%2026-03-312026-05-15

TJX TJX COS INC NEW41.4K shares-38.84%2026-03-312026-05-15

GDX VANECK ETF TRUST69.5K shares0.00%2026-03-312026-05-15

V VISA INC20.5K shares-27.98%2026-03-312026-05-15

Sponsored

PEP PEPSICO INC39.3K shares-14.79%2026-03-312026-05-15

AZO AUTOZONE INC1.8K shares-30.82%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC7.0K shares-1.51%2026-03-312026-05-15

NFLX NETFLIX INC.61.2K shares5.32%2026-03-312026-05-15

AEM AGNICO EAGLE MINES LTD28.9K shares0.29%2026-03-312026-05-15

BRK.A BERKSHIRE HATHAWAY INC DEL8 shares0.00%2026-03-312026-05-15

PG PROCTER & GAMBLE CO37.3K shares7.24%2026-03-312026-05-15

LINDE PLC LINDE PLC10.8K shares-17.07%2026-03-312026-05-15

Sponsored

WMT WALMART INC42.6K shares-4.26%2026-03-312026-05-15

ABBV ABBVIE INC24.2K shares-19.08%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION5.3K shares6.83%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T27.0K shares8.69%2026-03-312026-05-15

IWB ISHARES TR14.4K shares-0.73%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR38.5K shares0.45%2026-03-312026-05-15

IBIT ISHARES BITCOIN TRUST ETF131.8K shares9.09%2026-03-312026-05-15

IWR ISHARES TR48.8K shares-16.92%2026-03-312026-05-15

Sponsored

UNH UNITEDHEALTH GROUP INC16.5K shares-14.10%2026-03-312026-05-15

ESGE ISHARES INC97.9K shares0.00%2026-03-312026-05-15

LOW LOWES COS INC18.5K shares-31.59%2026-03-312026-05-15

CME CME GROUP INC14.8K shares-29.09%2026-03-312026-05-15

IWF ISHARES TR10.1K shares-0.12%2026-03-312026-05-15

SNOW SNOWFLAKE INC28.1K shares0.08%2026-03-312026-05-15

DOCS DOXIMITY INC180.8K shares-21.19%2026-03-312026-05-15

MUC BLACKROCK MUNIHLDNGS CALI401.1K shares13.62%2026-03-312026-05-15

Sponsored

PGF INVESCO EXCHANGE TRADED FD T301.3K shares-9.82%2026-03-312026-05-15

CL COLGATE PALMOLIVE CO48.1K shares-8.92%2026-03-312026-05-15

ALLW SSGA ACTIVE TR136.5K shares97.57%2026-03-312026-05-15

EFG ISHARES TR33.8K shares35.95%2026-03-312026-05-15

PEY INVESCO EXCHANGE TRADED FD T171.4K shares0.00%2026-03-312026-05-15

MSCI MSCI INC6.8K shares-26.37%2026-03-312026-05-15

VUG VANGUARD INDEX FDS8.3K shares2.40%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC29.6K shares2.99%2026-03-312026-05-15

Sponsored

MCD MCDONALDS CORP11.1K shares6.98%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO11.3K shares-7.04%2026-03-312026-05-15

AMGN AMGEN INC9.7K shares-5.61%2026-03-312026-05-15

OBDC BLUE OWL CAPITAL CORPORATION296.1K shares68.59%2026-03-312026-05-15

VO VANGUARD INDEX FDS11.6K shares-2.32%2026-03-312026-05-15

DIS DISNEY WALT CO34.3K shares-21.97%2026-03-312026-05-15

IUSG ISHARES TR21.1K shares0.00%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC9.6K shares-23.84%2026-03-312026-05-15

Sponsored

DVY ISHARES TR21.4K shares0.09%2026-03-312026-05-15

VGT VANGUARD WORLD FD4.5K shares-0.07%2026-03-312026-05-15

FIX COMFORT SYS USA INC2.3K shares9.56%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR51.2K shares88.63%2026-03-312026-05-15

RTX RTX CORPORATION16.2K shares-19.43%2026-03-312026-05-15

OUNZ VANECK MERK GOLD ETF69.1K shares-14.37%2026-03-312026-05-15

SHW SHERWIN WILLIAMS CO9.7K shares-29.75%2026-03-312026-05-15

PAVE GLOBAL X FDS60.8K shares6.83%2026-03-312026-05-15

Sponsored

CSCO CISCO SYS INC39.6K shares-8.31%2026-03-312026-05-15

BAC BANK AMERICA CORP62.7K shares-20.97%2026-03-312026-05-15

GQGU ADVISORS INNER CIRCLE FD III113.3K shares0.90%2026-03-312026-05-15

OUTFRONT MEDIA INC OUTFRONT MEDIA INC114.9K shares84.58%2026-03-312026-05-15

DFAC DIMENSIONAL ETF TRUST78.2K shares0.01%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC8.9K shares5.91%2026-03-312026-05-15

HLF HERBALIFE LTD204.5K shares-0.02%2026-03-312026-05-15

NAC NUVEEN CA DIVI ADV MUN256.0K shares0.93%2026-03-312026-05-15

Sponsored

CARR CARRIER GLOBAL CORPORATION52.9K shares-29.33%2026-03-312026-05-15

GLW CORNING INC21.7K shares9.71%2026-03-312026-05-15

EFA ISHARES TR30.3K shares4.55%2026-03-312026-05-15

SM SM ENERGY COMPANY93.9K shares-28.26%2026-03-312026-05-15

CAT CATERPILLAR INC4.1K shares2.19%2026-03-312026-05-15

ITOT ISHARES TR20.2K shares3.35%2026-03-312026-05-15

MDY STATE STR SPDR S&P MIDCAP 404.6K shares-0.02%2026-03-312026-05-15

QCOM QUALCOMM INC22.0K shares-30.21%2026-03-312026-05-15

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC22.9K shares2.46%2026-03-312026-05-15

VHT VANGUARD WORLD FD10.2K shares0.00%2026-03-312026-05-15

SCHV SCHWAB STRATEGIC TR88.3K shares0.00%2026-03-312026-05-15

UNP UNION PAC CORP11.1K shares-1.61%2026-03-312026-05-15

NEA NUVEEN AMT FREE QLTY MUN INC236.5K shares-7.29%2026-03-312026-05-15

SCHF SCHWAB STRATEGIC TR107.4K shares24.44%2026-03-312026-05-15

IEFA ISHARES TR29.4K shares0.52%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS17.9K shares16.52%2026-03-312026-05-15

Sponsored

MS MORGAN STANLEY15.8K shares8.23%2026-03-312026-05-15

BA BOEING CO13.0K shares19.10%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE9.1K shares11.68%2026-03-312026-05-15

VB VANGUARD INDEX FDS9.9K shares20.59%2026-03-312026-05-15

SRE SEMPRA26.2K shares2.55%2026-03-312026-05-15

BIIB BIOGEN INC13.8K shares2.13%2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR51.3K shares-19.89%2026-03-312026-05-15

SIL GLOBAL X FDS28.0K shares-19.37%2026-03-312026-05-15

Sponsored

AMD ADVANCED MICRO DEVICES INC12.1K shares8.84%2026-03-312026-05-15

EFX EQUIFAX INC13.5K shares13.10%2026-03-312026-05-15

GGG GRACO INC28.5K shares-29.50%2026-03-312026-05-15

KO COCA COLA CO31.0K shares15.84%2026-03-312026-05-15

IJH ISHARES TR35.0K shares-2.93%2026-03-312026-05-15

SPGI S&P GLOBAL INC5.4K shares14.82%2026-03-312026-05-15

IWD ISHARES TR10.7K shares1.56%2026-03-312026-05-15

IJR ISHARES TR18.3K shares-1.76%2026-03-312026-05-15

Sponsored

GEV GE VERNOVA INC2.6K shares15.28%2026-03-312026-05-15

IVW ISHARES TR19.7K shares-0.15%2026-03-312026-05-15

VOOG VANGUARD ADMIRAL FDS INC5.2K shares0.00%2026-03-312026-05-15

HD HOME DEPOT INC6.4K shares-2.26%2026-03-312026-05-15

ADBE ADOBE INC8.6K shares-14.51%2026-03-312026-05-15

DIA STATE STR SPDR DOW JONES IND4.5K shares19.14%2026-03-312026-05-15

MMM 3M CO14.2K shares0.51%2026-03-312026-05-15

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN92.7K shares-6.16%2026-03-312026-05-15

Sponsored

MTD METTLER TOLEDO INTERNATIONAL1.6K shares-33.04%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC13.7K shares22.87%2026-03-312026-05-15

S SENTINELONE INC153.1K shares6.77%2026-03-312026-05-15

WM WASTE MGMT INC DEL8.6K shares2.52%2026-03-312026-05-15

HLT HILTON WORLDWIDE HLDGS INC6.5K shares-45.06%2026-03-312026-05-15

LINE LINEAGE INC59.0K shares0.45%2026-03-312026-05-15

OTIS OTIS WORLDWIDE CORP25.1K shares-31.79%2026-03-312026-05-15

EEM ISHARES TR33.6K shares1.10%2026-03-312026-05-15

Sponsored

FLJP FRANKLIN TEMPLETON ETF TR52.6K shares-0.02%2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP3.1K shares25.89%2026-03-312026-05-15

XLI SELECT SECTOR SPDR TR11.6K shares50.05%2026-03-312026-05-15

VOOV VANGUARD ADMIRAL FDS INC9.1K shares-0.01%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS24.7K shares12.19%2026-03-312026-05-15

VAC MARRIOTT VACATIONS WORLDWIDE27.8K shares0.21%2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC1.9K shares26.16%2026-03-312026-05-15

ITA ISHARES TR8.3K shares0.00%2026-03-312026-05-15

Sponsored

ABT ABBOTT LABORATORIES17.4K shares-17.16%2026-03-312026-05-15

VGSH VANGUARD SCOTTSDALE FDS30.5K shares-2.04%2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC15.7K shares12.81%2026-03-312026-05-15

NOW SERVICENOW INC17.1K shares-23.02%2026-03-312026-05-15

GDXJ VANECK ETF TRUST14.8K shares-0.01%2026-03-312026-05-15

AVEM AMERICAN CENTY ETF TR22.0K shares4.17%2026-03-312026-05-15

SCHX SCHWAB STRATEGIC TR68.8K shares-19.26%2026-03-312026-05-15

WDC WESTERN DIGITAL CORP6.5K shares89.39%2026-03-312026-05-15

Sponsored

NKX NUVEEN CALIF AMT FREE MUNI I143.2K shares-6.51%2026-03-312026-05-15

XLV SELECT SECTOR SPDR TR11.7K shares7.32%2026-03-312026-05-15

GM GENERAL MTRS CO22.7K shares8.84%2026-03-312026-05-15

CB CHUBB LTD SWITZ5.1K shares-0.49%2026-03-312026-05-15

CRM SALESFORCE INC8.9K shares16.58%2026-03-312026-05-15

EFV ISHARES TR22.2K shares-1.02%2026-03-312026-05-15

BSV VANGUARD BD INDEX FDS21.0K shares69.53%2026-03-312026-05-15

VIS VANGUARD WORLD FD5.2K shares0.83%2026-03-312026-05-15

Sponsored

FTEC FIDELITY COVINGTON TRUST7.7K shares0.00%2026-03-312026-05-15

NEM NEWMONT CORP14.5K shares7.51%2026-03-312026-05-15

COP CONOCOPHILLIPS11.9K shares-25.30%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC3.4K shares23.43%2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB CO25.5K shares44.46%2026-03-312026-05-15

SHY ISHARES TR18.7K sharesnew addition2026-03-312026-05-15

PYLD PIMCO ETF TR58.1K shares8.39%2026-03-312026-05-15

PPLT ABRDN PLATINUM ETF TRUST8.5K shares-0.01%2026-03-312026-05-15

Sponsored

XLC SELECT SECTOR SPDR TR13.7K shares0.00%2026-03-312026-05-15

OAKM HARRIS OAKMARK ETF TRUST54.9K shares0.00%2026-03-312026-05-15

DHR DANAHER CORP DEL7.9K shares-22.74%2026-03-312026-05-15

FBTC FIDELITY WISE ORIGIN BITCOIN25.3K shares91.09%2026-03-312026-05-15

AVDE AMERICAN CENTY ETF TR17.4K shares19.81%2026-03-312026-05-15

SHOP SHOPIFY INC12.3K shares-17.68%2026-03-312026-05-15

CPRT COPART INC43.9K shares-34.75%2026-03-312026-05-15

NEE NEXTERA ENERGY INC15.6K shares-14.04%2026-03-312026-05-15

Sponsored

BKNG BOOKING HOLDINGS INC340 shares68.32%2026-03-312026-05-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP4.2K shares11.61%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC8.9K shares-5.94%2026-03-312026-05-15

PCG PG&E CORP79.7K shares38.32%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC27.5K shares-1.51%2026-03-312026-05-15

SNDK SANDISK CORP2.1K shares80.17%2026-03-312026-05-15

VRT VERTIV HOLDINGS CO5.4K shares25.76%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC7.9K shares3.79%2026-03-312026-05-15

Sponsored

SHEL SHELL PLC14.2K shares5.88%2026-03-312026-05-15

MCK MCKESSON CORP1.5K shares12.91%2026-03-312026-05-15

VEU VANGUARD INTL EQUITY INDEX F17.1K shares85.28%2026-03-312026-05-15

BDX BECTON DICKINSON & CO8.2K shares-18.08%2026-03-312026-05-15

ROK ROCKWELL AUTOMATION INC3.6K shares-10.64%2026-03-312026-05-15

NKE NIKE INC23.8K shares-16.90%2026-03-312026-05-15

EA SERIES TRUST EA SERIES TRUST42.1K shares0.76%2026-03-312026-05-15

INTU INTUIT2.9K shares-51.46%2026-03-312026-05-15

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T AT&T INC43.2K shares8.94%2026-03-312026-05-15

CGW INVESCO EXCH TRADED FD TR II19.5K shares0.00%2026-03-312026-05-15

VLO VALERO ENERGY CORP5.0K shares-2.70%2026-03-312026-05-15

IEF ISHARES TR13.0K shares-7.77%2026-03-312026-05-15

PNC PNC FINL SVCS GROUP INC5.9K shares13.83%2026-03-312026-05-15

WMB WILLIAMS COS INC17.0K shares13.22%2026-03-312026-05-15

INTC INTEL CORP27.8K shares-11.03%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS5.1K shares10.96%2026-03-312026-05-15

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GSLC GOLDMAN SACHS ETF TR9.7K shares0.00%2026-03-312026-05-15

VBR VANGUARD INDEX FDS5.5K shares7.89%2026-03-312026-05-15

AMAT APPLIED MATLS INC3.5K shares-1.25%2026-03-312026-05-15

CPNG COUPANG INC62.5K shares3.14%2026-03-312026-05-15

VMC VULCAN MATLS CO4.3K shares-3.82%2026-03-312026-05-15

VXF VANGUARD INDEX FDS5.7K shares-0.35%2026-03-312026-05-15

ITW ILLINOIS TOOL WKS INC4.4K shares6.55%2026-03-312026-05-15

EIX EDISON INTL15.9K shares29.94%2026-03-312026-05-15

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ACRE ARES COML REAL ESTATE CORP232.3K shares0.03%2026-03-312026-05-15

AIA ISHARES TR10.8K shares0.00%2026-03-312026-05-15

IWP ISHARES TR8.9K shares0.01%2026-03-312026-05-15

CRWD CROWDSTRIKE HLDGS INC2.9K shares-21.16%2026-03-312026-05-15

DFIC DIMENSIONAL ETF TRUST31.8K shares-0.00%2026-03-312026-05-15

ASML ASML HLDG NV853 shares12.38%2026-03-312026-05-15

FTNT FORTINET INC13.8K shares32.75%2026-03-312026-05-15

FDX FEDEX CORP3.1K shares36.41%2026-03-312026-05-15

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XLY SELECT SECTOR SPDR TR10.3K shares0.00%2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP11.9K shares-0.48%2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC9.7K shares43.00%2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.6K shares-18.74%2026-03-312026-05-15

PSX PHILLIPS 666.0K shares10.34%2026-03-312026-05-15

HON HONEYWELL INTL INC4.8K shares70.99%2026-03-312026-05-15

FTI TECHNIPFMC PLC15.6K shares23.43%2026-03-312026-05-15

DFAX DIMENSIONAL ETF TRUST31.7K shares1.83%2026-03-312026-05-15

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UGL PROSHARES TR II17.4K shares0.00%2026-03-312026-05-15

JCI JOHNSON CONTROLS INTERNATION8.1K shares-2.91%2026-03-312026-05-15

URA GLOBAL X FDS21.8K shares140.94%2026-03-312026-05-15

DAL DELTA AIR LINES INC15.3K shares10.96%2026-03-312026-05-15

BSX BOSTON SCIENTIFIC CORP16.1K shares33.55%2026-03-312026-05-15

IQLT ISHARES TR21.5K shares-3.00%2026-03-312026-05-15

FCX FREEPORT MCMORAN INC16.6K shares15.40%2026-03-312026-05-15

TER TERADYNE INC3.3K shares100.30%2026-03-312026-05-15

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APH AMPHENOL CORP7.7K shares3.85%2026-03-312026-05-15

MPC MARATHON PETE CORP3.9K shares60.11%2026-03-312026-05-15

ZM ZOOM COMMUNICATIONS INC12.0K shares-8.36%2026-03-312026-05-15

SDY SPDR SERIES TRUST6.6K shares0.00%2026-03-312026-05-15

IWV ISHARES TR2.6K shares0.00%2026-03-312026-05-15

MMC MARSH & MCLENNAN COS INC5.5K shares117.02%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC13.1K shares19.15%2026-03-312026-05-15

EEMA ISHARES INC9.8K shares0.00%2026-03-312026-05-15

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PFE PFIZER INC33.1K shares14.41%2026-03-312026-05-15

IJS ISHARES TR7.6K shares-0.16%2026-03-312026-05-15

PCOR PROCORE TECHNOLOGIES INC15.6K shares24.54%2026-03-312026-05-15

REGN REGENERON PHARMACEUTICALS1.1K shares41.98%2026-03-312026-05-15

ABNB AIRBNB INC7.0K shares31.12%2026-03-312026-05-15

DFUV DIMENSIONAL ETF TRUST18.1K shares0.00%2026-03-312026-05-15

IWS ISHARES TR6.0K shares0.52%2026-03-312026-05-15

XOP SPDR SERIES TRUST4.8K sharesnew addition2026-03-312026-05-15

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DFUS DIMENSIONAL ETF TRUST12.3K shares0.00%2026-03-312026-05-15

HDV ISHARES TR6.4K shares0.00%2026-03-312026-05-15

TRV TRAVELERS COMPANIES INC3.0K shares20.30%2026-03-312026-05-15

DE DEERE & CO1.5K shares84.22%2026-03-312026-05-15

IBB ISHARES TR5.1K shares9.99%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC2.4K shares43.89%2026-03-312026-05-15

REXR REXFORD INDL RLTY INC25.6K shares2.15%2026-03-312026-05-15

SBUX STARBUCKS CORP9.4K shares-13.80%2026-03-312026-05-15

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FTAI AVIATION LTD FTAI AVIATION LTD3.4K shares-6.62%2026-03-312026-05-15

SYK STRYKER CORPORATION2.5K shares-52.71%2026-03-312026-05-15

WFC WELLS FARGO & CO10.4K shares-1.86%2026-03-312026-05-15

CMI CUMMINS INC1.5K shares29.72%2026-03-312026-05-15

BITB BITWISE BITCOIN ETF TR22.4K shares-0.97%2026-03-312026-05-15

AVUS AMERICAN CENTY ETF TR7.4K shares141.32%2026-03-312026-05-15

VEEV VEEVA SYS INC4.7K shares9.79%2026-03-312026-05-15

IWN ISHARES TR4.3K shares0.54%2026-03-312026-05-15

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TXN TEXAS INSTRS INC4.1K shares39.31%2026-03-312026-05-15

INCY INCYTE CORP8.5K shares-5.08%2026-03-312026-05-15

IJJ ISHARES TR6.0K shares-1.28%2026-03-312026-05-15

FDS FACTSET RESH SYS INC3.6K shares-45.38%2026-03-312026-05-15

IVOO VANGUARD ADMIRAL FDS INC6.9K shares-0.01%2026-03-312026-05-15

TMUS T-MOBILE US INC3.6K shares83.24%2026-03-312026-05-15

AMJB JPMORGAN CHASE FINL CO LLC21.8K shares0.48%2026-03-312026-05-15

DFAT DIMENSIONAL ETF TRUST12.0K shares0.00%2026-03-312026-05-15

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KLAC KLA CORP509 shares9.94%2026-03-312026-05-15

IJK ISHARES TR7.4K shares-0.79%2026-03-312026-05-15

HOOD ROBINHOOD MKTS INC10.7K shares-23.61%2026-03-312026-05-15

AFL AFLAC INC6.7K shares-29.98%2026-03-312026-05-15

THM INTERNATIONAL TOWER HILL MIN318.8K shares0.00%2026-03-312026-05-15

TSLX SIXTH STREET SPECIALTY LENDI39.9K shares-0.00%2026-03-312026-05-15

COF CAPITAL ONE FINL CORP4.0K shares13.94%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC1.5K shares-8.74%2026-03-312026-05-15

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MSI MOTOROLA SOLUTIONS INC1.7K shares73.65%2026-03-312026-05-15

ASTRAZENECA PLC ASTRAZENECA PLC3.7K sharesnew addition2026-03-312026-05-15

ACWX ISHARES TR10.6K shares0.00%2026-03-312026-05-15

JBHT HUNT J B TRANS SVCS INC3.4K shares41.13%2026-03-312026-05-15

USB US BANCORP13.7K shares30.72%2026-03-312026-05-15

CNC CENTENE CORP DEL21.9K shares-1.31%2026-03-312026-05-15

THE CIGNA GROUP THE CIGNA GROUP2.7K shares50.93%2026-03-312026-05-15

RSPF INVESCO EXCHANGE TRADED FD T10.0K shares0.00%2026-03-312026-05-15

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VTEB VANGUARD MUN BD FDS14.2K sharesnew addition2026-03-312026-05-15

TUA SIMPLIFY EXCHANGE TRADED FUN33.0K sharesnew addition2026-03-312026-05-15

IAUM ISHARES GOLD TR14.9K shares76.27%2026-03-312026-05-15

TFC TRUIST FINL CORP15.1K shares120.39%2026-03-312026-05-15

TXT TEXTRON INC7.9K shares5.97%2026-03-312026-05-15

AMP AMERIPRISE FINL INC1.6K shares45.33%2026-03-312026-05-15

GSIE GOLDMAN SACHS ETF TR15.9K shares0.00%2026-03-312026-05-15

VCR VANGUARD WORLD FD1.9K shares0.00%2026-03-312026-05-15

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INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T14.4K shares0.00%2026-03-312026-05-15

NET CLOUDFLARE INC3.3K shares14.26%2026-03-312026-05-15

PHYS SPROTT ASSET MANAGEMENT LP19.0K shares0.00%2026-03-312026-05-15

ETFS GOLD TR ETFS GOLD TR15.1K sharesnew addition2026-03-312026-05-15

EME EMCOR GROUP INC909 shares109.45%2026-03-312026-05-15

IEMG ISHARES INC9.6K shares-18.30%2026-03-312026-05-15

VRTX VERTEX PHARMACEUTICALS INC1.5K shares9.68%2026-03-312026-05-15

KMI KINDER MORGAN INC DEL19.7K shares91.52%2026-03-312026-05-15

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PH PARKER-HANNIFIN CORP737 shares29.98%2026-03-312026-05-15

DG DOLLAR GEN CORP5.5K shares10.60%2026-03-312026-05-15

ORLY OREILLY AUTOMOTIVE INC6.9K shares-26.19%2026-03-312026-05-15

VYMI VANGUARD WHITEHALL FDS6.8K shares0.00%2026-03-312026-05-15

CFG CITIZENS FINL GROUP INC10.6K shares7.05%2026-03-312026-05-15

DFAS DIMENSIONAL ETF TRUST9.0K shares0.00%2026-03-312026-05-15

QUAL ISHARES TR3.3K shares-8.47%2026-03-312026-05-15

KALV KALVISTA PHARMACEUTICALS INC31.5K shares-0.94%2026-03-312026-05-15

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SCHA SCHWAB STRATEGIC TR21.7K shares0.00%2026-03-312026-05-15

KKR & CO INC KKR & CO INC6.8K shares124.69%2026-03-312026-05-15

PLD PROLOGIS INC.4.7K shares18.62%2026-03-312026-05-15

VFH VANGUARD WORLD FD5.1K shares0.00%2026-03-312026-05-15

IDV ISHARES TR14.3K shares27.56%2026-03-312026-05-15

VCV INVESCO CALIF VALUE MUN INCO58.2K shares-3.26%2026-03-312026-05-15

EQIX EQUINIX INC617 shares53.48%2026-03-312026-05-15

VIOO VANGUARD ADMIRAL FDS INC5.2K shares-0.02%2026-03-312026-05-15

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FDVV FIDELITY COVINGTON TRUST10.8K shares47.77%2026-03-312026-05-15

AON PLC AON PLC1.8K sharesnew addition2026-03-312026-05-15

CEG CONSTELLATION ENERGY CORP2.1K shares-3.38%2026-03-312026-05-15

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TPR TAPESTRY INC4.2K shares12.79%2026-03-312026-05-15

CTVA CORTEVA INC7.0K shares8.13%2026-03-312026-05-15

TMC TMC THE METALS COMPANY INC125.1K shares-2.83%2026-03-312026-05-15

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DSL DOUBLELINE INCOME SOLUTIONS53.7K shares-5.29%2026-03-312026-05-15

NSC NORFOLK SOUTHN CORP2.0K shares-8.38%2026-03-312026-05-15

UPS UNITED PARCEL SVCS INC5.9K shares-0.36%2026-03-312026-05-15

GVIP GOLDMAN SACHS ETF TR4.0K shares0.00%2026-03-312026-05-15

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WAL WESTERN ALLIANCE BANCORP8.0K shares9.78%2026-03-312026-05-15

IJT ISHARES TR3.9K shares-0.28%2026-03-312026-05-15

TGT TARGET CORP4.7K shares-6.21%2026-03-312026-05-15

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FEMB FIRST TR EXCH TRADED FD III19.5K shares28.29%2026-03-312026-05-15

HCA HCA HEALTHCARE INC1.2K shares21.84%2026-03-312026-05-15

NVS NOVARTIS AG3.6K shares-4.78%2026-03-312026-05-15

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ILMN ILLUMINA INC4.4K shares3.24%2026-03-312026-05-15

CENCORA INC CENCORA INC1.7K shares-9.23%2026-03-312026-05-15

VSS VANGUARD INTL EQUITY INDEX F3.6K shares18.80%2026-03-312026-05-15

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ICE INTERCONTINENTAL EXCHANGE IN3.3K shares11.83%2026-03-312026-05-15

RSG REPUBLIC SVCS INC2.4K sharesnew addition2026-03-312026-05-15

BK BANK NEW YORK MELLON CORP4.4K shares-4.03%2026-03-312026-05-15

NYT NEW YORK TIMES CO MTN BE6.2K shares56.24%2026-03-312026-05-15

TXRH TEXAS ROADHOUSE INC3.1K shares46.85%2026-03-312026-05-15

DHI D R HORTON INC3.7K shares-6.61%2026-03-312026-05-15

TTC TORO CO5.4K shares39.66%2026-03-312026-05-15

VDC VANGUARD WORLD FD2.3K shares0.00%2026-03-312026-05-15

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MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC5.1K shares-9.12%2026-03-312026-05-15

CBRE CBRE GROUP INC3.7K shares1.93%2026-03-312026-05-15

OXY OCCIDENTAL PETE CORP7.6K sharesnew addition2026-03-312026-05-15

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GBDC GOLUB CAP BDC INC39.0K shares50.13%2026-03-312026-05-15

ROST ROSS STORES INC2.3K shares-83.27%2026-03-312026-05-15

COPX GLOBAL X FDS6.4K sharesnew addition2026-03-312026-05-15

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PYPL PAYPAL HLDGS INC10.8K shares-10.90%2026-03-312026-05-15

EOG EOG RES INC3.4K sharesnew addition2026-03-312026-05-15

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EVR EVERCORE INC1.6K shares48.05%2026-03-312026-05-15

MEDP MEDPACE HLDGS INC960 shares7.14%2026-03-312026-05-15

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SGOV ISHARES TR4.5K sharesnew addition2026-03-312026-05-15

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VAW VANGUARD WORLD FD2.0K shares0.00%2026-03-312026-05-15

AEP AMERICAN ELEC PWR CO INC3.4K shares19.99%2026-03-312026-05-15

BURL BURLINGTON STORES INC1.4K sharesnew addition2026-03-312026-05-15

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SCHB SCHWAB STRATEGIC TR17.9K shares0.04%2026-03-312026-05-15

ALL ALLSTATE CORP2.1K shares-7.28%2026-03-312026-05-15

IWO ISHARES TR1.4K shares5.37%2026-03-312026-05-15

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MKTX MARKETAXESS HLDGS INC2.6K shares12.02%2026-03-312026-05-15

SILJ AMPLIFY ETF TR14.6K shares-0.01%2026-03-312026-05-15

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FOX FOX CORP8.1K shares0.91%2026-03-312026-05-15

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IVZ INVESCO LTD17.4K shares-1.60%2026-03-312026-05-15

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EWZ ISHARES INC11.0K sharesnew addition2026-03-312026-05-15

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ITT INC ITT INC2.2K sharesnew addition2026-03-312026-05-15

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CW CURTISS WRIGHT CORP615 shares47.84%2026-03-312026-05-15

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SF STIFEL FINL CORP5.6K shares164.20%2026-03-312026-05-15

UAL UNITED AIRLS HLDGS INC4.5K shares48.86%2026-03-312026-05-15

FIS FIDELITY NATL INFORMATION SV8.8K shares55.28%2026-03-312026-05-15

CMG CHIPOTLE MEXICAN GRILL INC12.9K shares-11.88%2026-03-312026-05-15

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LHX L3HARRIS TECHNOLOGIES INC1.2K shares-20.78%2026-03-312026-05-15

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PCQ PIMCO CALIF MUN INCOME FD45.5K shares-1.30%2026-03-312026-05-15

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PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO7.2K shares0.00%2026-03-312026-05-15

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RBLX ROBLOX CORP6.7K shares-36.97%2026-03-312026-05-15

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NBH NEUBERGER MUN FD INC37.0K shares0.00%2026-03-312026-05-15

EPD ENTERPRISE PRODS PARTNERS L9.9K shares-15.85%2026-03-312026-05-15

HPE HEWLETT PACKARD ENTERPRISE C15.6K shares69.57%2026-03-312026-05-15

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CHRW C H ROBINSON WORLDWIDE IN2.2K shares-13.85%2026-03-312026-05-15

ARCC ARES CAPITAL CORP20.3K shares-20.35%2026-03-312026-05-15

RL RALPH LAUREN CORP1.1K shares18.12%2026-03-312026-05-15

LEN LENNAR CORP4.2K shares76.10%2026-03-312026-05-15

Sponsored

KMX CARMAX INC8.7K sharesnew addition2026-03-312026-05-15

CMCSA COMCAST CORP NEW12.6K shares53.83%2026-03-312026-05-15

TW TRADEWEB MKTS INC3.0K sharesnew addition2026-03-312026-05-15

TSN TYSON FOODS INC5.6K shares60.20%2026-03-312026-05-15

IQV IQVIA HLDGS INC2.1K shares-6.40%2026-03-312026-05-15

LVS LAS VEGAS SANDS CORP6.6K shares22.15%2026-03-312026-05-15

SITE SITEONE LANDSCAPE SUPPLY INC2.7K sharesnew addition2026-03-312026-05-15

FI FISERV INC6.3K sharesnew addition2026-03-312026-05-15

Sponsored

IT GARTNER INC2.2K shares65.94%2026-03-312026-05-15

RCL ROYAL CARIBBEAN GROUP1.3K sharesnew addition2026-03-312026-05-15

DGX QUEST DIAGNOSTICS INC1.8K shares-20.24%2026-03-312026-05-15

DDOG DATADOG INC3.0K shares5.28%2026-03-312026-05-15

AXS AXIS CAP HLDGS LTD3.4K shares20.41%2026-03-312026-05-15

FNCL FIDELITY COVINGTON TRUST4.9K shares0.00%2026-03-312026-05-15

ADSK AUTODESK INC1.4K shares-24.54%2026-03-312026-05-15

FEZ SPDR INDEX SHS FDS5.6K shares0.00%2026-03-312026-05-15

Sponsored

UTHR UNITED THERAPEUTICS CORP DEL582 shares7.18%2026-03-312026-05-15

DLTR DOLLAR TREE INC3.1K shares0.13%2026-03-312026-05-15

AME AMETEK INC1.6K shares7.45%2026-03-312026-05-15

GTLB GITLAB INC15.8K shares12.28%2026-03-312026-05-15

GLDM

WORLD GOLD TR

1.33%

Shares7.5M

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

11.80%

Shares702.8K

Event2026-03-31

Filed2026-05-15

SCHP

SCHWAB STRATEGIC TR

15.06%

Shares10.4M

Event2026-03-31

Filed2026-05-15

GUNR

FLEXSHARES TR

6.90%

Shares4.9M

Event2026-03-31

Filed2026-05-15

RPAR

TIDAL TRUST I

1.43%

Shares10.7M

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

2.60%

Shares648.9K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

10.45%

Shares2.3M

Event2026-03-31

Filed2026-05-15

OEF

ISHARES TR

-0.97%

Shares404.9K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-2.01%

Shares664.1K

Event2026-03-31

Filed2026-05-15

VTIP

VANGUARD MALVERN FDS

23.98%

Shares2.3M

Event2026-03-31

Filed2026-05-15

TIP

ISHARES TR

1.00%

Shares1.0M

Event2026-03-31

Filed2026-05-15

DFAU

DIMENSIONAL ETF TRUST

5.59%

Shares2.5M

Event2026-03-31

Filed2026-05-15

DFAI

DIMENSIONAL ETF TRUST

9.46%

Shares2.9M

Event2026-03-31

Filed2026-05-15

ACWI

ISHARES TR

-1.97%

Shares794.9K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

4.04%

Shares178.5K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

10.78%

Shares1.9M

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-0.39%

Shares400.0K

Event2026-03-31

Filed2026-05-15

MBB

ISHARES TR

5.90%

Shares886.2K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

-0.50%

Shares122.2K

Event2026-03-31

Filed2026-05-15

DFAE

DIMENSIONAL ETF TRUST

5.45%

Shares2.1M

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

0.83%

Shares365.0K

Event2026-03-31

Filed2026-05-15

VANGUARD INTL EQUITY INDEX F

0.60%

Shares481.1K

Event2026-03-31

Filed2026-05-15

AGG

ISHARES TR

-1.19%

Shares609.5K

Event2026-03-31

Filed2026-05-15

EMXC

ISHARES INC

0.17%

Shares727.2K

Event2026-03-31

Filed2026-05-15

VTWO

VANGUARD SCOTTSDALE FDS

10.81%

Shares570.8K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-10.92%

Shares184.8K

Event2026-03-31

Filed2026-05-15

IVE

ISHARES TR

0.98%

Shares247.7K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-8.28%

Shares121.0K

Event2026-03-31

Filed2026-05-15

TIDAL TRUST I

2.85%

Shares2.5M

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

1.76%

Shares182.9K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

4.36%

Shares158.9K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-4.77%

Shares113.0K

Event2026-03-31

Filed2026-05-15

STIP

ISHARES TR

19.88%

Shares306.5K

Event2026-03-31

Filed2026-05-15

AMERICAN CENTY ETF TR

New

Shares624.5K

Event2026-03-31

Filed2026-05-15

LTPZ

PIMCO ETF TR

-19.88%

Shares531.6K

Event2026-03-31

Filed2026-05-15

VONE

VANGUARD SCOTTSDALE FDS

-0.72%

Shares90.2K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

-1.29%

Shares54.9K

Event2026-03-31

Filed2026-05-15

XLU

SELECT SECTOR SPDR TR

25.98%

Shares434.9K

Event2026-03-31

Filed2026-05-15

ISHARES GOLD TR

-0.38%

Shares205.9K

Event2026-03-31

Filed2026-05-15

META

META PLATFORMS INC

0.67%

Shares30.1K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

-15.74%

Shares66.4K

Event2026-03-31

Filed2026-05-15

VNQ

VANGUARD INDEX FDS

31.84%

Shares182.2K

Event2026-03-31

Filed2026-05-15

IGOV

ISHARES TR

15.23%

Shares379.1K

Event2026-03-31

Filed2026-05-15

VGIT

VANGUARD SCOTTSDALE FDS

1.30%

Shares258.1K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

-0.38%

Shares30.6K

Event2026-03-31

Filed2026-05-15

SLV

ISHARES SILVER TR

-4.65%

Shares200.8K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

7.89%

Shares41.1K

Event2026-03-31

Filed2026-05-15

DFIV

DIMENSIONAL ETF TRUST

35.08%

Shares227.2K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

12.33%

Shares12.6K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

1.87%

Shares39.3K

Event2026-03-31

Filed2026-05-15

IWM

ISHARES TR

20.08%

Shares41.6K

Event2026-03-31

Filed2026-05-15

LAM RESEARCH CORP

-8.35%

Shares45.9K

Event2026-03-31

Filed2026-05-15

VTEC

VANGUARD CALIF TAX FREE FDS

-5.08%

Shares94.9K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

2.73%

Shares44.3K

Event2026-03-31

Filed2026-05-15

JACOBS SOLUTIONS INC

397.91%

Shares71.0K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

-35.67%

Shares15.4K

Event2026-03-31

Filed2026-05-15

TLT

ISHARES TR

-21.61%

Shares102.1K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

9.44%

Shares51.2K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

38.49%

Shares22.8K

Event2026-03-31

Filed2026-05-15

VSGX

VANGUARD WORLD FD

0.05%

Shares114.3K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

-50.97%

Shares15.9K

Event2026-03-31

Filed2026-05-15

GNR

SPDR INDEX SHS FDS

-0.16%

Shares105.7K

Event2026-03-31

Filed2026-05-15

VXUS

VANGUARD STAR FDS

4.03%

Shares101.6K

Event2026-03-31

Filed2026-05-15

ESGV

VANGUARD WORLD FD

0.07%

Shares66.7K

Event2026-03-31

Filed2026-05-15

ADI

ANALOG DEVICES INC

-23.61%

Shares23.4K

Event2026-03-31

Filed2026-05-15

AGI

ALAMOS GOLD INC

0.08%

Shares163.1K

Event2026-03-31

Filed2026-05-15

MCO

MOODYS CORP

-28.80%

Shares15.6K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

-16.47%

Shares46.0K

Event2026-03-31

Filed2026-05-15

XME

SPDR SERIES TRUST

2.42%

Shares62.5K

Event2026-03-31

Filed2026-05-15

TJX

TJX COS INC NEW

-38.84%

Shares41.4K

Event2026-03-31

Filed2026-05-15

GDX

VANECK ETF TRUST

0.00%

Shares69.5K

Event2026-03-31

Filed2026-05-15

VISA INC

-27.98%

Shares20.5K

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

-14.79%

Shares39.3K

Event2026-03-31

Filed2026-05-15

AZO

AUTOZONE INC

-30.82%

Shares1.8K

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC

-1.51%

Shares7.0K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC.

5.32%

Shares61.2K

Event2026-03-31

Filed2026-05-15

AEM

AGNICO EAGLE MINES LTD

0.29%

Shares28.9K

Event2026-03-31

Filed2026-05-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares8

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

7.24%

Shares37.3K

Event2026-03-31

Filed2026-05-15

LINDE PLC

-17.07%

Shares10.8K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

-4.26%

Shares42.6K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

-19.08%

Shares24.2K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

6.83%

Shares5.3K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

8.69%

Shares27.0K

Event2026-03-31

Filed2026-05-15

IWB

ISHARES TR

-0.73%

Shares14.4K

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

0.45%

Shares38.5K

Event2026-03-31

Filed2026-05-15

IBIT

ISHARES BITCOIN TRUST ETF

9.09%

Shares131.8K

Event2026-03-31

Filed2026-05-15

IWR

ISHARES TR

-16.92%

Shares48.8K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

-14.10%

Shares16.5K

Event2026-03-31

Filed2026-05-15

ESGE

ISHARES INC

0.00%

Shares97.9K

Event2026-03-31

Filed2026-05-15

LOW

LOWES COS INC

-31.59%

Shares18.5K

Event2026-03-31

Filed2026-05-15

CME

CME GROUP INC

-29.09%

Shares14.8K

Event2026-03-31

Filed2026-05-15

IWF

ISHARES TR

-0.12%

Shares10.1K

Event2026-03-31

Filed2026-05-15

SNOW

SNOWFLAKE INC

0.08%

Shares28.1K

Event2026-03-31

Filed2026-05-15

DOCS

DOXIMITY INC

-21.19%

Shares180.8K

Event2026-03-31

Filed2026-05-15

MUC

BLACKROCK MUNIHLDNGS CALI

13.62%

Shares401.1K

Event2026-03-31

Filed2026-05-15

PGF

INVESCO EXCHANGE TRADED FD T

-9.82%

Shares301.3K

Event2026-03-31

Filed2026-05-15

COLGATE PALMOLIVE CO

-8.92%

Shares48.1K

Event2026-03-31

Filed2026-05-15

ALLW

SSGA ACTIVE TR

97.57%

Shares136.5K

Event2026-03-31

Filed2026-05-15

EFG

ISHARES TR

35.95%

Shares33.8K

Event2026-03-31

Filed2026-05-15

PEY

INVESCO EXCHANGE TRADED FD T

0.00%

Shares171.4K

Event2026-03-31

Filed2026-05-15

MSCI

MSCI INC

-26.37%

Shares6.8K

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

2.40%

Shares8.3K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

2.99%

Shares29.6K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

6.98%

Shares11.1K

Event2026-03-31

Filed2026-05-15

AXP

AMERICAN EXPRESS CO

-7.04%

Shares11.3K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

-5.61%

Shares9.7K

Event2026-03-31

Filed2026-05-15

OBDC

BLUE OWL CAPITAL CORPORATION

68.59%

Shares296.1K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-2.32%

Shares11.6K

Event2026-03-31

Filed2026-05-15

DIS

DISNEY WALT CO

-21.97%

Shares34.3K

Event2026-03-31

Filed2026-05-15

IUSG

ISHARES TR

0.00%

Shares21.1K

Event2026-03-31

Filed2026-05-15

MICRON TECHNOLOGY INC

-23.84%

Shares9.6K

Event2026-03-31

Filed2026-05-15

DVY

ISHARES TR

0.09%

Shares21.4K

Event2026-03-31

Filed2026-05-15

VGT

VANGUARD WORLD FD

-0.07%

Shares4.5K

Event2026-03-31

Filed2026-05-15

FIX

COMFORT SYS USA INC

9.56%

Shares2.3K

Event2026-03-31

Filed2026-05-15

XLE

SELECT SECTOR SPDR TR

88.63%

Shares51.2K

Event2026-03-31

Filed2026-05-15

RTX

RTX CORPORATION

-19.43%

Shares16.2K

Event2026-03-31

Filed2026-05-15

OUNZ

VANECK MERK GOLD ETF

-14.37%

Shares69.1K

Event2026-03-31

Filed2026-05-15

SHW

SHERWIN WILLIAMS CO

-29.75%

Shares9.7K

Event2026-03-31

Filed2026-05-15

PAVE

GLOBAL X FDS

6.83%

Shares60.8K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

-8.31%

Shares39.6K

Event2026-03-31

Filed2026-05-15

BAC

BANK AMERICA CORP

-20.97%

Shares62.7K

Event2026-03-31

Filed2026-05-15

GQGU

ADVISORS INNER CIRCLE FD III

0.90%

Shares113.3K

Event2026-03-31

Filed2026-05-15

OUTFRONT MEDIA INC

84.58%

Shares114.9K

Event2026-03-31

Filed2026-05-15

DFAC

DIMENSIONAL ETF TRUST

0.01%

Shares78.2K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

5.91%

Shares8.9K

Event2026-03-31

Filed2026-05-15

HLF

HERBALIFE LTD

-0.02%

Shares204.5K

Event2026-03-31

Filed2026-05-15

NAC

NUVEEN CA DIVI ADV MUN

0.93%

Shares256.0K

Event2026-03-31

Filed2026-05-15

CARR

CARRIER GLOBAL CORPORATION

-29.33%

Shares52.9K

Event2026-03-31

Filed2026-05-15

GLW

CORNING INC

9.71%

Shares21.7K

Event2026-03-31

Filed2026-05-15

EFA

ISHARES TR

4.55%

Shares30.3K

Event2026-03-31

Filed2026-05-15

SM ENERGY COMPANY

-28.26%

Shares93.9K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

2.19%

Shares4.1K

Event2026-03-31

Filed2026-05-15

ITOT

ISHARES TR

3.35%

Shares20.2K

Event2026-03-31

Filed2026-05-15

MDY

STATE STR SPDR S&P MIDCAP 40

-0.02%

Shares4.6K

Event2026-03-31

Filed2026-05-15

QCOM

QUALCOMM INC

-30.21%

Shares22.0K

Event2026-03-31

Filed2026-05-15

ARISTA NETWORKS INC

2.46%

Shares22.9K

Event2026-03-31

Filed2026-05-15

VHT

VANGUARD WORLD FD

0.00%

Shares10.2K

Event2026-03-31

Filed2026-05-15

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares88.3K

Event2026-03-31

Filed2026-05-15

UNP

UNION PAC CORP

-1.61%

Shares11.1K

Event2026-03-31

Filed2026-05-15

NEA

NUVEEN AMT FREE QLTY MUN INC

-7.29%

Shares236.5K

Event2026-03-31

Filed2026-05-15

SCHF

SCHWAB STRATEGIC TR

24.44%

Shares107.4K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

0.52%

Shares29.4K

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD WHITEHALL FDS

16.52%

Shares17.9K

Event2026-03-31

Filed2026-05-15

MORGAN STANLEY

8.23%

Shares15.8K

Event2026-03-31

Filed2026-05-15

BOEING CO

19.10%

Shares13.0K

Event2026-03-31

Filed2026-05-15

GE AEROSPACE

11.68%

Shares9.1K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

20.59%

Shares9.9K

Event2026-03-31

Filed2026-05-15

SRE

SEMPRA

2.55%

Shares26.2K

Event2026-03-31

Filed2026-05-15

BIIB

BIOGEN INC

2.13%

Shares13.8K

Event2026-03-31

Filed2026-05-15

XLF

SELECT SECTOR SPDR TR

-19.89%

Shares51.3K

Event2026-03-31

Filed2026-05-15

SIL

GLOBAL X FDS

-19.37%

Shares28.0K

Event2026-03-31

Filed2026-05-15

AMD

ADVANCED MICRO DEVICES INC

8.84%

Shares12.1K

Event2026-03-31

Filed2026-05-15

EFX

EQUIFAX INC

13.10%

Shares13.5K

Event2026-03-31

Filed2026-05-15

GGG

GRACO INC

-29.50%

Shares28.5K

Event2026-03-31

Filed2026-05-15

COCA COLA CO

15.84%

Shares31.0K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

-2.93%

Shares35.0K

Event2026-03-31

Filed2026-05-15

SPGI

S&P GLOBAL INC

14.82%

Shares5.4K

Event2026-03-31

Filed2026-05-15

IWD

ISHARES TR

1.56%

Shares10.7K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

-1.76%

Shares18.3K

Event2026-03-31

Filed2026-05-15

GEV

GE VERNOVA INC

15.28%

Shares2.6K

Event2026-03-31

Filed2026-05-15

IVW

ISHARES TR

-0.15%

Shares19.7K

Event2026-03-31

Filed2026-05-15

VOOG

VANGUARD ADMIRAL FDS INC

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

-2.26%

Shares6.4K

Event2026-03-31

Filed2026-05-15

ADBE

ADOBE INC

-14.51%

Shares8.6K

Event2026-03-31

Filed2026-05-15

DIA

STATE STR SPDR DOW JONES IND

19.14%

Shares4.5K

Event2026-03-31

Filed2026-05-15

MMM

3M CO

0.51%

Shares14.2K

Event2026-03-31

Filed2026-05-15

ANNALY CAPITAL MANAGEMENT IN

-6.16%

Shares92.7K

Event2026-03-31

Filed2026-05-15

MTD

METTLER TOLEDO INTERNATIONAL

-33.04%

Shares1.6K

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INC

22.87%

Shares13.7K

Event2026-03-31

Filed2026-05-15

SENTINELONE INC

6.77%

Shares153.1K

Event2026-03-31

Filed2026-05-15

WASTE MGMT INC DEL

2.52%

Shares8.6K

Event2026-03-31

Filed2026-05-15

HLT

HILTON WORLDWIDE HLDGS INC

-45.06%

Shares6.5K

Event2026-03-31

Filed2026-05-15

LINE

LINEAGE INC

0.45%

Shares59.0K

Event2026-03-31

Filed2026-05-15

OTIS

OTIS WORLDWIDE CORP

-31.79%

Shares25.1K

Event2026-03-31

Filed2026-05-15

EEM

ISHARES TR

1.10%

Shares33.6K

Event2026-03-31

Filed2026-05-15

FLJP

FRANKLIN TEMPLETON ETF TR

-0.02%

Shares52.6K

Event2026-03-31

Filed2026-05-15

LMT

LOCKHEED MARTIN CORP

25.89%

Shares3.1K

Event2026-03-31

Filed2026-05-15

XLI

SELECT SECTOR SPDR TR

50.05%

Shares11.6K

Event2026-03-31

Filed2026-05-15

VOOV

VANGUARD ADMIRAL FDS INC

-0.01%

Shares9.1K

Event2026-03-31

Filed2026-05-15

BND

VANGUARD BD INDEX FDS

12.19%

Shares24.7K

Event2026-03-31

Filed2026-05-15

VAC

MARRIOTT VACATIONS WORLDWIDE

0.21%

Shares27.8K

Event2026-03-31

Filed2026-05-15

BLACKROCK INC

26.16%

Shares1.9K

Event2026-03-31

Filed2026-05-15

ITA

ISHARES TR

0.00%

Shares8.3K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

-17.16%

Shares17.4K

Event2026-03-31

Filed2026-05-15

VGSH

VANGUARD SCOTTSDALE FDS

-2.04%

Shares30.5K

Event2026-03-31

Filed2026-05-15

CITIGROUP INC

12.81%

Shares15.7K

Event2026-03-31

Filed2026-05-15

NOW

SERVICENOW INC

-23.02%

Shares17.1K

Event2026-03-31

Filed2026-05-15

GDXJ

VANECK ETF TRUST

-0.01%

Shares14.8K

Event2026-03-31

Filed2026-05-15

AVEM

AMERICAN CENTY ETF TR

4.17%

Shares22.0K

Event2026-03-31

Filed2026-05-15

SCHX

SCHWAB STRATEGIC TR

-19.26%

Shares68.8K

Event2026-03-31

Filed2026-05-15

WDC

WESTERN DIGITAL CORP

89.39%

Shares6.5K

Event2026-03-31

Filed2026-05-15

NKX

NUVEEN CALIF AMT FREE MUNI I

-6.51%

Shares143.2K

Event2026-03-31

Filed2026-05-15

XLV

SELECT SECTOR SPDR TR

7.32%

Shares11.7K

Event2026-03-31

Filed2026-05-15

GENERAL MTRS CO

8.84%

Shares22.7K

Event2026-03-31

Filed2026-05-15

CHUBB LTD SWITZ

-0.49%

Shares5.1K

Event2026-03-31

Filed2026-05-15

CRM

SALESFORCE INC

16.58%

Shares8.9K

Event2026-03-31

Filed2026-05-15

EFV

ISHARES TR

-1.02%

Shares22.2K

Event2026-03-31

Filed2026-05-15

BSV

VANGUARD BD INDEX FDS

69.53%

Shares21.0K

Event2026-03-31

Filed2026-05-15

VIS

VANGUARD WORLD FD

0.83%

Shares5.2K

Event2026-03-31

Filed2026-05-15

FTEC

FIDELITY COVINGTON TRUST

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-15

NEM

NEWMONT CORP

7.51%

Shares14.5K

Event2026-03-31

Filed2026-05-15

COP

CONOCOPHILLIPS

-25.30%

Shares11.9K

Event2026-03-31

Filed2026-05-15

ISRG

INTUITIVE SURGICAL INC

23.43%

Shares3.4K

Event2026-03-31

Filed2026-05-15

BMY

BRISTOL-MYERS SQUIBB CO

44.46%

Shares25.5K

Event2026-03-31

Filed2026-05-15

SHY

ISHARES TR

New

Shares18.7K

Event2026-03-31

Filed2026-05-15

PYLD

PIMCO ETF TR

8.39%

Shares58.1K

Event2026-03-31

Filed2026-05-15

PPLT

ABRDN PLATINUM ETF TRUST

-0.01%

Shares8.5K

Event2026-03-31

Filed2026-05-15

XLC

SELECT SECTOR SPDR TR

0.00%

Shares13.7K

Event2026-03-31

Filed2026-05-15

OAKM

HARRIS OAKMARK ETF TRUST

0.00%

Shares54.9K

Event2026-03-31

Filed2026-05-15

DHR

DANAHER CORP DEL

-22.74%

Shares7.9K

Event2026-03-31

Filed2026-05-15

FBTC

FIDELITY WISE ORIGIN BITCOIN

91.09%

Shares25.3K

Event2026-03-31

Filed2026-05-15

AVDE

AMERICAN CENTY ETF TR

19.81%

Shares17.4K

Event2026-03-31

Filed2026-05-15

SHOP

SHOPIFY INC

-17.68%

Shares12.3K

Event2026-03-31

Filed2026-05-15

CPRT

COPART INC

-34.75%

Shares43.9K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

-14.04%

Shares15.6K

Event2026-03-31

Filed2026-05-15

BKNG

BOOKING HOLDINGS INC

68.32%

Shares340

Event2026-03-31

Filed2026-05-15

GENERAL DYNAMICS CORP

11.61%

Shares4.2K

Event2026-03-31

Filed2026-05-15

PANW

PALO ALTO NETWORKS INC

-5.94%

Shares8.9K

Event2026-03-31

Filed2026-05-15

PCG

PG&E CORP

38.32%

Shares79.7K

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC

-1.51%

Shares27.5K

Event2026-03-31

Filed2026-05-15

SNDK

SANDISK CORP

80.17%

Shares2.1K

Event2026-03-31

Filed2026-05-15

VRT

VERTIV HOLDINGS CO

25.76%

Shares5.4K

Event2026-03-31

Filed2026-05-15

PHILIP MORRIS INTL INC

3.79%

Shares7.9K

Event2026-03-31

Filed2026-05-15

SHEL

SHELL PLC

5.88%

Shares14.2K

Event2026-03-31

Filed2026-05-15

MCK

MCKESSON CORP

12.91%

Shares1.5K

Event2026-03-31

Filed2026-05-15

VEU

VANGUARD INTL EQUITY INDEX F

85.28%

Shares17.1K

Event2026-03-31

Filed2026-05-15

BDX

BECTON DICKINSON & CO

-18.08%

Shares8.2K

Event2026-03-31

Filed2026-05-15

ROK

ROCKWELL AUTOMATION INC

-10.64%

Shares3.6K

Event2026-03-31

Filed2026-05-15

NKE

NIKE INC

-16.90%

Shares23.8K

Event2026-03-31

Filed2026-05-15

EA SERIES TRUST

0.76%

Shares42.1K

Event2026-03-31

Filed2026-05-15

INTU

INTUIT

-51.46%

Shares2.9K

Event2026-03-31

Filed2026-05-15

AT&T INC

8.94%

Shares43.2K

Event2026-03-31

Filed2026-05-15

CGW

INVESCO EXCH TRADED FD TR II

0.00%

Shares19.5K

Event2026-03-31

Filed2026-05-15

VLO

VALERO ENERGY CORP

-2.70%

Shares5.0K

Event2026-03-31

Filed2026-05-15

IEF

ISHARES TR

-7.77%

Shares13.0K

Event2026-03-31

Filed2026-05-15

PNC

PNC FINL SVCS GROUP INC

13.83%

Shares5.9K

Event2026-03-31

Filed2026-05-15

WMB

WILLIAMS COS INC

13.22%

Shares17.0K

Event2026-03-31

Filed2026-05-15

INTC

INTEL CORP

-11.03%

Shares27.8K

Event2026-03-31

Filed2026-05-15

IBM

INTERNATIONAL BUSINESS MACHS

10.96%

Shares5.1K

Event2026-03-31

Filed2026-05-15

GSLC

GOLDMAN SACHS ETF TR

0.00%

Shares9.7K

Event2026-03-31

Filed2026-05-15

VBR

VANGUARD INDEX FDS

7.89%

Shares5.5K

Event2026-03-31

Filed2026-05-15

AMAT

APPLIED MATLS INC

-1.25%

Shares3.5K

Event2026-03-31

Filed2026-05-15

CPNG

COUPANG INC

3.14%

Shares62.5K

Event2026-03-31

Filed2026-05-15

VMC

VULCAN MATLS CO

-3.82%

Shares4.3K

Event2026-03-31

Filed2026-05-15

VXF

VANGUARD INDEX FDS

-0.35%

Shares5.7K

Event2026-03-31

Filed2026-05-15

ITW

ILLINOIS TOOL WKS INC

6.55%

Shares4.4K

Event2026-03-31

Filed2026-05-15

EIX

EDISON INTL

29.94%

Shares15.9K

Event2026-03-31

Filed2026-05-15

ACRE

ARES COML REAL ESTATE CORP

0.03%

Shares232.3K

Event2026-03-31

Filed2026-05-15

AIA

ISHARES TR

0.00%

Shares10.8K

Event2026-03-31

Filed2026-05-15

IWP

ISHARES TR

0.01%

Shares8.9K

Event2026-03-31

Filed2026-05-15

CRWD

CROWDSTRIKE HLDGS INC

-21.16%

Shares2.9K

Event2026-03-31

Filed2026-05-15

DFIC

DIMENSIONAL ETF TRUST

-0.00%

Shares31.8K

Event2026-03-31

Filed2026-05-15

ASML

ASML HLDG NV

12.38%

Shares853

Event2026-03-31

Filed2026-05-15

FTNT

FORTINET INC

32.75%

Shares13.8K

Event2026-03-31

Filed2026-05-15

FDX

FEDEX CORP

36.41%

Shares3.1K

Event2026-03-31

Filed2026-05-15

XLY

SELECT SECTOR SPDR TR

0.00%

Shares10.3K

Event2026-03-31

Filed2026-05-15

SCHW

SCHWAB CHARLES CORP

-0.48%

Shares11.9K

Event2026-03-31

Filed2026-05-15

BLACKSTONE INC

43.00%

Shares9.7K

Event2026-03-31

Filed2026-05-15

ACCENTURE PLC IRELAND

-18.74%

Shares5.6K

Event2026-03-31

Filed2026-05-15

PSX

PHILLIPS 66

10.34%

Shares6.0K

Event2026-03-31

Filed2026-05-15

HON

HONEYWELL INTL INC

70.99%

Shares4.8K

Event2026-03-31

Filed2026-05-15

FTI

TECHNIPFMC PLC

23.43%

Shares15.6K

Event2026-03-31

Filed2026-05-15

DFAX

DIMENSIONAL ETF TRUST

1.83%

Shares31.7K

Event2026-03-31

Filed2026-05-15

UGL

PROSHARES TR II

0.00%

Shares17.4K

Event2026-03-31

Filed2026-05-15

JCI

JOHNSON CONTROLS INTERNATION

-2.91%

Shares8.1K

Event2026-03-31

Filed2026-05-15

URA

GLOBAL X FDS

140.94%

Shares21.8K

Event2026-03-31

Filed2026-05-15

DAL

DELTA AIR LINES INC

10.96%

Shares15.3K

Event2026-03-31

Filed2026-05-15

BSX

BOSTON SCIENTIFIC CORP

33.55%

Shares16.1K

Event2026-03-31

Filed2026-05-15

IQLT

ISHARES TR

-3.00%

Shares21.5K

Event2026-03-31

Filed2026-05-15

FCX

FREEPORT MCMORAN INC

15.40%

Shares16.6K

Event2026-03-31

Filed2026-05-15

TER

TERADYNE INC

100.30%

Shares3.3K

Event2026-03-31

Filed2026-05-15

APH

AMPHENOL CORP

3.85%

Shares7.7K

Event2026-03-31

Filed2026-05-15

MPC

MARATHON PETE CORP

60.11%

Shares3.9K

Event2026-03-31

Filed2026-05-15

ZOOM COMMUNICATIONS INC

-8.36%

Shares12.0K

Event2026-03-31

Filed2026-05-15

SDY

SPDR SERIES TRUST

0.00%

Shares6.6K

Event2026-03-31

Filed2026-05-15

IWV

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-15

MMC

MARSH & MCLENNAN COS INC

117.02%

Shares5.5K

Event2026-03-31

Filed2026-05-15

UBER

UBER TECHNOLOGIES INC

19.15%

Shares13.1K

Event2026-03-31

Filed2026-05-15

EEMA

ISHARES INC

0.00%

Shares9.8K

Event2026-03-31

Filed2026-05-15

PFE

PFIZER INC

14.41%

Shares33.1K

Event2026-03-31

Filed2026-05-15

IJS

ISHARES TR

-0.16%

Shares7.6K

Event2026-03-31

Filed2026-05-15

PCOR

PROCORE TECHNOLOGIES INC

24.54%

Shares15.6K

Event2026-03-31

Filed2026-05-15

REGN

REGENERON PHARMACEUTICALS

41.98%

Shares1.1K

Event2026-03-31

Filed2026-05-15

ABNB

AIRBNB INC

31.12%

Shares7.0K

Event2026-03-31

Filed2026-05-15

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares18.1K

Event2026-03-31

Filed2026-05-15

IWS

ISHARES TR

0.52%

Shares6.0K

Event2026-03-31

Filed2026-05-15

XOP

SPDR SERIES TRUST

New

Shares4.8K

Event2026-03-31

Filed2026-05-15

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares12.3K

Event2026-03-31

Filed2026-05-15

HDV

ISHARES TR

0.00%

Shares6.4K

Event2026-03-31

Filed2026-05-15

TRV

TRAVELERS COMPANIES INC

20.30%

Shares3.0K

Event2026-03-31

Filed2026-05-15

DEERE & CO

84.22%

Shares1.5K

Event2026-03-31

Filed2026-05-15

IBB

ISHARES TR

9.99%

Shares5.1K

Event2026-03-31

Filed2026-05-15

EATON CORP PLC

43.89%

Shares2.4K

Event2026-03-31

Filed2026-05-15

REXR

REXFORD INDL RLTY INC

2.15%

Shares25.6K

Event2026-03-31

Filed2026-05-15

SBUX

STARBUCKS CORP

-13.80%

Shares9.4K

Event2026-03-31

Filed2026-05-15

FTAI AVIATION LTD

-6.62%

Shares3.4K

Event2026-03-31

Filed2026-05-15

SYK

STRYKER CORPORATION

-52.71%

Shares2.5K

Event2026-03-31

Filed2026-05-15

WFC

WELLS FARGO & CO

-1.86%

Shares10.4K

Event2026-03-31

Filed2026-05-15

CMI

CUMMINS INC

29.72%

Shares1.5K

Event2026-03-31

Filed2026-05-15

BITB

BITWISE BITCOIN ETF TR

-0.97%

Shares22.4K

Event2026-03-31

Filed2026-05-15

AVUS

AMERICAN CENTY ETF TR

141.32%

Shares7.4K

Event2026-03-31

Filed2026-05-15

VEEV

VEEVA SYS INC

9.79%

Shares4.7K

Event2026-03-31

Filed2026-05-15

IWN

ISHARES TR

0.54%

Shares4.3K

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRS INC

39.31%

Shares4.1K

Event2026-03-31

Filed2026-05-15

INCY

INCYTE CORP

-5.08%

Shares8.5K

Event2026-03-31

Filed2026-05-15

IJJ

ISHARES TR

-1.28%

Shares6.0K

Event2026-03-31

Filed2026-05-15

FDS

FACTSET RESH SYS INC

-45.38%

Shares3.6K

Event2026-03-31

Filed2026-05-15

IVOO

VANGUARD ADMIRAL FDS INC

-0.01%

Shares6.9K

Event2026-03-31

Filed2026-05-15

TMUS

T-MOBILE US INC

83.24%

Shares3.6K

Event2026-03-31

Filed2026-05-15

AMJB

JPMORGAN CHASE FINL CO LLC

0.48%

Shares21.8K

Event2026-03-31

Filed2026-05-15

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares12.0K

Event2026-03-31

Filed2026-05-15

KLAC

KLA CORP

9.94%

Shares509

Event2026-03-31

Filed2026-05-15

IJK

ISHARES TR

-0.79%

Shares7.4K

Event2026-03-31

Filed2026-05-15

HOOD

ROBINHOOD MKTS INC

-23.61%

Shares10.7K

Event2026-03-31

Filed2026-05-15

AFL

AFLAC INC

-29.98%

Shares6.7K

Event2026-03-31

Filed2026-05-15

THM

INTERNATIONAL TOWER HILL MIN

0.00%

Shares318.8K

Event2026-03-31

Filed2026-05-15

TSLX

SIXTH STREET SPECIALTY LENDI

-0.00%

Shares39.9K

Event2026-03-31

Filed2026-05-15

COF

CAPITAL ONE FINL CORP

13.94%

Shares4.0K

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC

-8.74%

Shares1.5K

Event2026-03-31

Filed2026-05-15

MSI

MOTOROLA SOLUTIONS INC

73.65%

Shares1.7K

Event2026-03-31

Filed2026-05-15

ASTRAZENECA PLC

New

Shares3.7K

Event2026-03-31

Filed2026-05-15

ACWX

ISHARES TR

0.00%

Shares10.6K

Event2026-03-31

Filed2026-05-15

JBHT

HUNT J B TRANS SVCS INC

41.13%

Shares3.4K

Event2026-03-31

Filed2026-05-15

USB

US BANCORP

30.72%

Shares13.7K

Event2026-03-31

Filed2026-05-15

CNC

CENTENE CORP DEL

-1.31%

Shares21.9K

Event2026-03-31

Filed2026-05-15

THE CIGNA GROUP

50.93%

Shares2.7K

Event2026-03-31

Filed2026-05-15

RSPF

INVESCO EXCHANGE TRADED FD T

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-15

VTEB

VANGUARD MUN BD FDS

New

Shares14.2K

Event2026-03-31

Filed2026-05-15

TUA

SIMPLIFY EXCHANGE TRADED FUN

New

Shares33.0K

Event2026-03-31

Filed2026-05-15

IAUM

ISHARES GOLD TR

76.27%

Shares14.9K

Event2026-03-31

Filed2026-05-15

TFC

TRUIST FINL CORP

120.39%

Shares15.1K

Event2026-03-31

Filed2026-05-15

TXT

TEXTRON INC

5.97%

Shares7.9K

Event2026-03-31

Filed2026-05-15

AMP

AMERIPRISE FINL INC

45.33%

Shares1.6K

Event2026-03-31

Filed2026-05-15

GSIE

GOLDMAN SACHS ETF TR

0.00%

Shares15.9K

Event2026-03-31

Filed2026-05-15

VCR

VANGUARD WORLD FD

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

0.00%

Shares14.4K

Event2026-03-31

Filed2026-05-15

NET

CLOUDFLARE INC

14.26%

Shares3.3K

Event2026-03-31

Filed2026-05-15

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares19.0K

Event2026-03-31

Filed2026-05-15

ETFS GOLD TR

New

Shares15.1K

Event2026-03-31

Filed2026-05-15

EME

EMCOR GROUP INC

109.45%

Shares909

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

-18.30%

Shares9.6K

Event2026-03-31

Filed2026-05-15

VRTX

VERTEX PHARMACEUTICALS INC

9.68%

Shares1.5K

Event2026-03-31

Filed2026-05-15

KMI

KINDER MORGAN INC DEL

91.52%

Shares19.7K

Event2026-03-31

Filed2026-05-15

PARKER-HANNIFIN CORP

29.98%

Shares737

Event2026-03-31

Filed2026-05-15

DOLLAR GEN CORP

10.60%

Shares5.5K

Event2026-03-31

Filed2026-05-15

ORLY

OREILLY AUTOMOTIVE INC

-26.19%

Shares6.9K

Event2026-03-31

Filed2026-05-15

VYMI

VANGUARD WHITEHALL FDS

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-15

CFG

CITIZENS FINL GROUP INC

7.05%

Shares10.6K

Event2026-03-31

Filed2026-05-15

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-15

QUAL

ISHARES TR

-8.47%

Shares3.3K

Event2026-03-31

Filed2026-05-15

KALV

KALVISTA PHARMACEUTICALS INC

-0.94%

Shares31.5K

Event2026-03-31

Filed2026-05-15

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares21.7K

Event2026-03-31

Filed2026-05-15

KKR & CO INC

124.69%

Shares6.8K

Event2026-03-31

Filed2026-05-15

PLD

PROLOGIS INC.

18.62%

Shares4.7K

Event2026-03-31

Filed2026-05-15

VFH

VANGUARD WORLD FD

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-15

IDV

ISHARES TR

27.56%

Shares14.3K

Event2026-03-31

Filed2026-05-15

VCV

INVESCO CALIF VALUE MUN INCO

-3.26%

Shares58.2K

Event2026-03-31

Filed2026-05-15

EQIX

EQUINIX INC

53.48%

Shares617

Event2026-03-31

Filed2026-05-15

VIOO

VANGUARD ADMIRAL FDS INC

-0.02%

Shares5.2K

Event2026-03-31

Filed2026-05-15

EXPE

EXPEDIA GROUP INC

-18.41%

Shares2.6K

Event2026-03-31

Filed2026-05-15

FDVV

FIDELITY COVINGTON TRUST

47.77%

Shares10.8K

Event2026-03-31

Filed2026-05-15

AON PLC

New

Shares1.8K

Event2026-03-31

Filed2026-05-15

CEG

CONSTELLATION ENERGY CORP

-3.38%

Shares2.1K

Event2026-03-31

Filed2026-05-15

FXH

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares5.4K

Event2026-03-31

Filed2026-05-15

TPR

TAPESTRY INC

12.79%

Shares4.2K

Event2026-03-31

Filed2026-05-15

CTVA

CORTEVA INC

8.13%

Shares7.0K

Event2026-03-31

Filed2026-05-15

TMC

TMC THE METALS COMPANY INC

-2.83%

Shares125.1K

Event2026-03-31

Filed2026-05-15

DSL

DOUBLELINE INCOME SOLUTIONS

-5.29%

Shares53.7K

Event2026-03-31

Filed2026-05-15

NSC

NORFOLK SOUTHN CORP

-8.38%

Shares2.0K

Event2026-03-31

Filed2026-05-15

UPS

UNITED PARCEL SVCS INC

-0.36%

Shares5.9K

Event2026-03-31

Filed2026-05-15

GVIP

GOLDMAN SACHS ETF TR

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-15

DINO

HF SINCLAIR CORP

11.02%

Shares9.2K

Event2026-03-31

Filed2026-05-15

WAL

WESTERN ALLIANCE BANCORP

9.78%

Shares8.0K

Event2026-03-31

Filed2026-05-15

IJT

ISHARES TR

-0.28%

Shares3.9K

Event2026-03-31

Filed2026-05-15

TGT

TARGET CORP

-6.21%

Shares4.7K

Event2026-03-31

Filed2026-05-15

FEMB

FIRST TR EXCH TRADED FD III

28.29%

Shares19.5K

Event2026-03-31

Filed2026-05-15

HCA

HCA HEALTHCARE INC

21.84%

Shares1.2K

Event2026-03-31

Filed2026-05-15

NVS

NOVARTIS AG

-4.78%

Shares3.6K

Event2026-03-31

Filed2026-05-15

PGR

PROGRESSIVE CORP

29.63%

Shares2.8K

Event2026-03-31

Filed2026-05-15

DOW

DOW HLDGS INC

New

Shares13.1K

Event2026-03-31

Filed2026-05-15

ILMN

ILLUMINA INC

3.24%

Shares4.4K

Event2026-03-31

Filed2026-05-15

CENCORA INC

-9.23%

Shares1.7K

Event2026-03-31

Filed2026-05-15

VSS

VANGUARD INTL EQUITY INDEX F

18.80%

Shares3.6K

Event2026-03-31

Filed2026-05-15

ICE

INTERCONTINENTAL EXCHANGE IN

11.83%

Shares3.3K

Event2026-03-31

Filed2026-05-15

RSG

REPUBLIC SVCS INC

New

Shares2.4K

Event2026-03-31

Filed2026-05-15

BANK NEW YORK MELLON CORP

-4.03%

Shares4.4K

Event2026-03-31

Filed2026-05-15

NYT

NEW YORK TIMES CO MTN BE

56.24%

Shares6.2K

Event2026-03-31

Filed2026-05-15

TXRH

TEXAS ROADHOUSE INC

46.85%

Shares3.1K

Event2026-03-31

Filed2026-05-15

DHI

D R HORTON INC

-6.61%

Shares3.7K

Event2026-03-31

Filed2026-05-15

TTC

TORO CO

39.66%

Shares5.4K

Event2026-03-31

Filed2026-05-15

VDC

VANGUARD WORLD FD

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-15

BUSE

FIRST BUSEY CORP

-2.58%

Shares19.8K

Event2026-03-31

Filed2026-05-15

MARVELL TECHNOLOGY INC

-9.12%

Shares5.1K

Event2026-03-31

Filed2026-05-15

CBRE

CBRE GROUP INC

1.93%

Shares3.7K

Event2026-03-31

Filed2026-05-15

OXY

OCCIDENTAL PETE CORP

New

Shares7.6K

Event2026-03-31

Filed2026-05-15

OWL

BLUE OWL CAPITAL INC

New

Shares54.2K

Event2026-03-31

Filed2026-05-15

GBDC

GOLUB CAP BDC INC

50.13%

Shares39.0K

Event2026-03-31

Filed2026-05-15

ROST

ROSS STORES INC

-83.27%

Shares2.3K

Event2026-03-31

Filed2026-05-15

COPX

GLOBAL X FDS

New

Shares6.4K

Event2026-03-31

Filed2026-05-15

BAR

GRANITESHARES GOLD TR

0.00%

Shares10.6K

Event2026-03-31

Filed2026-05-15

PYPL

PAYPAL HLDGS INC

-10.90%

Shares10.8K

Event2026-03-31

Filed2026-05-15

EOG

EOG RES INC

New

Shares3.4K

Event2026-03-31

Filed2026-05-15

NOC

NORTHROP GRUMMAN CORP

-14.48%

Shares709

Event2026-03-31

Filed2026-05-15

OIH

VANECK ETF TRUST

New

Shares1.2K

Event2026-03-31

Filed2026-05-15

ECL

ECOLAB INC

6.99%

Shares1.8K

Event2026-03-31

Filed2026-05-15

DELL

DELL TECHNOLOGIES INC

7.46%

Shares2.9K

Event2026-03-31

Filed2026-05-15

WELL

WELLTOWER INC

-4.49%

Shares2.4K

Event2026-03-31

Filed2026-05-15

NBIX

NEUROCRINE BIOSCIENCES INC

64.95%

Shares3.6K

Event2026-03-31

Filed2026-05-15

EDV

VANGUARD WORLD FD

14.22%

Shares7.3K

Event2026-03-31

Filed2026-05-15

SPMD

SPDR SERIES TRUST

0.05%

Shares8.0K

Event2026-03-31

Filed2026-05-15

EDWARDS LIFESCIENCES CORP

-1.97%

Shares5.9K

Event2026-03-31

Filed2026-05-15

DVN

DEVON ENERGY CORP NEW

-18.07%

Shares9.3K

Event2026-03-31

Filed2026-05-15

ANTERO RESOURCES CORP

-36.68%

Shares11.0K

Event2026-03-31

Filed2026-05-15

EVR

EVERCORE INC

48.05%

Shares1.6K

Event2026-03-31

Filed2026-05-15

MEDP

MEDPACE HLDGS INC

7.14%

Shares960

Event2026-03-31

Filed2026-05-15

DXCM

DEXCOM INC

-1.31%

Shares7.3K

Event2026-03-31

Filed2026-05-15

NDAQ

NASDAQ INC

8.14%

Shares5.4K

Event2026-03-31

Filed2026-05-15

VTR

VENTAS INC

12.88%

Shares5.5K

Event2026-03-31

Filed2026-05-15

SGOV

ISHARES TR

New

Shares4.5K

Event2026-03-31

Filed2026-05-15

HAL

HALLIBURTON CO

6.42%

Shares11.6K

Event2026-03-31

Filed2026-05-15

VAW

VANGUARD WORLD FD

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-15

AEP

AMERICAN ELEC PWR CO INC

19.99%

Shares3.4K

Event2026-03-31

Filed2026-05-15

BURL

BURLINGTON STORES INC

New

Shares1.4K

Event2026-03-31

Filed2026-05-15

SCHB

SCHWAB STRATEGIC TR

0.04%

Shares17.9K

Event2026-03-31

Filed2026-05-15

ALL

ALLSTATE CORP

-7.28%

Shares2.1K

Event2026-03-31

Filed2026-05-15

IWO

ISHARES TR

5.37%

Shares1.4K

Event2026-03-31

Filed2026-05-15

LITE

LUMENTUM HLDGS INC

New

Shares621

Event2026-03-31

Filed2026-05-15

DRI

DARDEN RESTAURANTS INC

10.35%

Shares2.2K

Event2026-03-31

Filed2026-05-15

ALTRIA GROUP INC

-25.51%

Shares6.4K

Event2026-03-31

Filed2026-05-15

MKTX

MARKETAXESS HLDGS INC

12.02%

Shares2.6K

Event2026-03-31

Filed2026-05-15

SILJ

AMPLIFY ETF TR

-0.01%

Shares14.6K

Event2026-03-31

Filed2026-05-15

FOX

FOX CORP

0.91%

Shares8.1K

Event2026-03-31

Filed2026-05-15

AGILENT TECHNOLOGIES INC

70.34%

Shares3.8K

Event2026-03-31

Filed2026-05-15

FIVE

FIVE BELOW INC

New

Shares1.9K

Event2026-03-31

Filed2026-05-15

RING

ISHARES INC

-0.02%

Shares5.4K

Event2026-03-31

Filed2026-05-15

DFEM

DIMENSIONAL ETF TRUST

39.80%

Shares12.3K

Event2026-03-31

Filed2026-05-15

IVZ

INVESCO LTD

-1.60%

Shares17.4K

Event2026-03-31

Filed2026-05-15

BWA

BORGWARNER INC

-3.07%

Shares7.8K

Event2026-03-31

Filed2026-05-15

EWZ

ISHARES INC

New

Shares11.0K

Event2026-03-31

Filed2026-05-15

ITT INC

New

Shares2.2K

Event2026-03-31

Filed2026-05-15

HWM

HOWMET AEROSPACE INC

3.59%

Shares1.8K

Event2026-03-31

Filed2026-05-15

CURTISS WRIGHT CORP

47.84%

Shares615

Event2026-03-31

Filed2026-05-15

XLP

SELECT SECTOR SPDR TR

18.85%

Shares5.1K

Event2026-03-31

Filed2026-05-15

STIFEL FINL CORP

164.20%

Shares5.6K

Event2026-03-31

Filed2026-05-15

UAL

UNITED AIRLS HLDGS INC

48.86%

Shares4.5K

Event2026-03-31

Filed2026-05-15

FIS

FIDELITY NATL INFORMATION SV

55.28%

Shares8.8K

Event2026-03-31

Filed2026-05-15

CMG

CHIPOTLE MEXICAN GRILL INC

-11.88%

Shares12.9K

Event2026-03-31

Filed2026-05-15

CTAS

CINTAS CORP

New

Shares2.4K

Event2026-03-31

Filed2026-05-15

REAL

THE REALREAL INC

2.78%

Shares45.1K

Event2026-03-31

Filed2026-05-15

KEYS

KEYSIGHT TECHNOLOGIES INC

New

Shares1.4K

Event2026-03-31

Filed2026-05-15

ALCOA CORP

39.95%

Shares6.1K

Event2026-03-31

Filed2026-05-15

GILD

GILEAD SCIENCES INC

-27.64%

Shares2.9K

Event2026-03-31

Filed2026-05-15

WAB

WABTEC

12.76%

Shares1.6K

Event2026-03-31

Filed2026-05-15

TRANE TECHNOLOGIES PLC

-3.34%

Shares954

Event2026-03-31

Filed2026-05-15

LHX

L3HARRIS TECHNOLOGIES INC

-20.78%

Shares1.2K

Event2026-03-31

Filed2026-05-15

EVRG

EVERGY INC

-20.87%

Shares4.8K

Event2026-03-31

Filed2026-05-15

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

61.19%

Shares2.0K

Event2026-03-31

Filed2026-05-15

MUB

ISHARES TR

-16.80%

Shares3.7K

Event2026-03-31

Filed2026-05-15

PCQ

PIMCO CALIF MUN INCOME FD

-1.30%

Shares45.5K

Event2026-03-31

Filed2026-05-15

EVERSOURCE ENERGY

33.12%

Shares5.5K

Event2026-03-31

Filed2026-05-15

PROFESIONALLY MANAGED PORTFO

0.00%

Shares7.2K

Event2026-03-31

Filed2026-05-15

ADP

AUTOMATIC DATA PROCESSING IN

-72.51%

Shares1.8K

Event2026-03-31

Filed2026-05-15

RBLX

ROBLOX CORP

-36.97%

Shares6.7K

Event2026-03-31

Filed2026-05-15

EWJ

ISHARES INC

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-15

NBH

NEUBERGER MUN FD INC

0.00%

Shares37.0K

Event2026-03-31

Filed2026-05-15

EPD

ENTERPRISE PRODS PARTNERS L

-15.85%

Shares9.9K

Event2026-03-31

Filed2026-05-15

HPE

HEWLETT PACKARD ENTERPRISE C

69.57%

Shares15.6K

Event2026-03-31

Filed2026-05-15

INDY

ISHARES TR

-14.47%

Shares8.9K

Event2026-03-31

Filed2026-05-15

CAH

CARDINAL HEALTH INC

11.12%

Shares1.8K

Event2026-03-31

Filed2026-05-15

IYE

ISHARES TR

New

Shares5.8K

Event2026-03-31

Filed2026-05-15

DUKE ENERGY CORP NEW

-13.95%

Shares2.8K

Event2026-03-31

Filed2026-05-15

MELI

MERCADOLIBRE INC

9.14%

Shares215

Event2026-03-31

Filed2026-05-15

NTRA

NATERA INC

2.48%

Shares1.9K

Event2026-03-31

Filed2026-05-15

DGRO

ISHARES TR

0.44%

Shares5.3K

Event2026-03-31

Filed2026-05-15

XAR

SPDR SERIES TRUST

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-15

CHRW

C H ROBINSON WORLDWIDE IN

-13.85%

Shares2.2K

Event2026-03-31

Filed2026-05-15

ARCC

ARES CAPITAL CORP

-20.35%

Shares20.3K

Event2026-03-31

Filed2026-05-15

RALPH LAUREN CORP

18.12%

Shares1.1K

Event2026-03-31

Filed2026-05-15

LEN

LENNAR CORP

76.10%

Shares4.2K

Event2026-03-31

Filed2026-05-15

KMX

CARMAX INC

New

Shares8.7K

Event2026-03-31

Filed2026-05-15

CMCSA

COMCAST CORP NEW

53.83%

Shares12.6K

Event2026-03-31

Filed2026-05-15

TRADEWEB MKTS INC

New

Shares3.0K

Event2026-03-31

Filed2026-05-15

TSN

TYSON FOODS INC

60.20%

Shares5.6K

Event2026-03-31

Filed2026-05-15

IQV

IQVIA HLDGS INC

-6.40%

Shares2.1K

Event2026-03-31

Filed2026-05-15

LVS

LAS VEGAS SANDS CORP

22.15%

Shares6.6K

Event2026-03-31

Filed2026-05-15

SITE

SITEONE LANDSCAPE SUPPLY INC

New

Shares2.7K

Event2026-03-31

Filed2026-05-15

FISERV INC

New

Shares6.3K

Event2026-03-31

Filed2026-05-15

GARTNER INC

65.94%

Shares2.2K

Event2026-03-31

Filed2026-05-15

RCL

ROYAL CARIBBEAN GROUP

New

Shares1.3K

Event2026-03-31

Filed2026-05-15

DGX

QUEST DIAGNOSTICS INC

-20.24%

Shares1.8K

Event2026-03-31

Filed2026-05-15

DDOG

DATADOG INC

5.28%

Shares3.0K

Event2026-03-31

Filed2026-05-15

AXS

AXIS CAP HLDGS LTD

20.41%

Shares3.4K

Event2026-03-31

Filed2026-05-15

FNCL

FIDELITY COVINGTON TRUST

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-15

ADSK

AUTODESK INC

-24.54%

Shares1.4K

Event2026-03-31

Filed2026-05-15

FEZ

SPDR INDEX SHS FDS

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-15

UTHR

UNITED THERAPEUTICS CORP DEL

7.18%

Shares582

Event2026-03-31

Filed2026-05-15

DLTR

DOLLAR TREE INC

0.13%

Shares3.1K

Event2026-03-31

Filed2026-05-15

AME

AMETEK INC

7.45%

Shares1.6K

Event2026-03-31

Filed2026-05-15

GTLB

GITLAB INC

12.28%

Shares15.8K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

TLT Call CallISHARES TR1.5K sharesnew addition2026-03-312026-05-15

TLT Call

ISHARES TR

New

Shares1.5K

Event2026-03-31

Filed2026-05-15

Put Option Holdings

NVDA Put PutNVIDIA CORPORATION432.7K shares0.00%2026-03-312026-05-15

ALPHABET INC Put PutALPHABET INC67.7K shares0.00%2026-03-312026-05-15

AAPL Put PutAPPLE INC72.7K shares0.00%2026-03-312026-05-15

ALPHABET INC Put PutALPHABET INC57.6K shares0.00%2026-03-312026-05-15

LAM RESEARCH CORP Put PutLAM RESEARCH CORP39.2K shares0.00%2026-03-312026-05-15

AMZN Put PutAMAZON COM INC16.2K shares0.00%2026-03-312026-05-15

SPY Put PutSTATE STR SPDR S&P 500 ETF T4.6K shares318.18%2026-03-312026-05-15

MSFT Put PutMICROSOFT CORP3.6K shares0.00%2026-03-312026-05-15

ARISTA NETWORKS INC Put PutARISTA NETWORKS INC8.0K shares0.00%2026-03-312026-05-15

NOW Put PutSERVICENOW INC2.5K shares0.00%2026-03-312026-05-15

INVESCO QQQ TR Put PutINVESCO QQQ TR400 shares-20.00%2026-03-312026-05-15

SMMT Put PutSUMMIT THERAPEUTICS INC10.0K shares0.00%2026-03-312026-05-15

TTD Put PutTHE TRADE DESK INC7.6K shares0.00%2026-03-312026-05-15

NVDA Put

NVIDIA CORPORATION

0.00%

Shares432.7K

Event2026-03-31

Filed2026-05-15

ALPHABET INC Put

ALPHABET INC

0.00%

Shares67.7K

Event2026-03-31

Filed2026-05-15

AAPL Put

APPLE INC

0.00%

Shares72.7K

Event2026-03-31

Filed2026-05-15

ALPHABET INC Put

ALPHABET INC

0.00%

Shares57.6K

Event2026-03-31

Filed2026-05-15

LAM RESEARCH CORP Put

LAM RESEARCH CORP

0.00%

Shares39.2K

Event2026-03-31

Filed2026-05-15

AMZN Put

AMAZON COM INC

0.00%

Shares16.2K

Event2026-03-31

Filed2026-05-15

SPY Put

STATE STR SPDR S&P 500 ETF T

318.18%

Shares4.6K

Event2026-03-31

Filed2026-05-15

MSFT Put

MICROSOFT CORP

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-15

ARISTA NETWORKS INC Put

ARISTA NETWORKS INC

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-15

NOW Put

SERVICENOW INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR Put

INVESCO QQQ TR

-20.00%

Shares400

Event2026-03-31

Filed2026-05-15

SMMT Put

SUMMIT THERAPEUTICS INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-15

TTD Put

THE TRADE DESK INC

0.00%

Shares7.6K

Event2026-03-31

Filed2026-05-15