Sponsored
The Analysis of Financial Management Professionals, Inc.'s Holdings & P&L
Currently, Financial Management Professionals, Inc. holds 962 types of securities in its portfolio with a total value $891.6M. In the most recent quarter, they have increased their positions in SCHV (+1.7M shares, valued at $52.6M), VB (+128.2K shares, valued at $33.6M), SPYV (+163.9K shares, valued at $9.3M); decreased their positions in SCHG (-1.8M shares, valued at $53.0M), N/A (-61.8K shares, valued at $36.9M), VV (-78.3K shares, valued at $23.4M); initiated new positions in SCHV (+1.7M shares, valued at $52.6M), SPYV (+163.9K shares, valued at $9.3M), FEZ (+145.6K shares, valued at $9.0M).
1M P&L
+28.2M+3.05%
3M P&L
-1.1M-0.11%
HY P&L
+69.3M+7.87%
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/A791.3M
90.2%
2Semiconductors10.6M
1.2%
3Consumer Electronics6.6M
0.7%
Top Industries by Stock Count
1N/A183 stocks
20.5%
2Software - Application30 stocks
3.4%
3Utilities - Regulated Electric23 stocks
2.6%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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Invesco Rafi Emerging Markets ETF Invesco Rafi Emerging Markets ETF87.5K shares-3.77%2026-03-312026-04-15
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Brookfiled Asset Manag F Class A Brookfiled Asset Manag F Class A2.1K shares-0.19%2026-03-312026-04-15
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Grayscale Bitcoin Mini Trust ETF Grayscale Bitcoin Mini Trust ETF3.0K shares9.24%2026-03-312026-04-15
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GlaxoSmithKline PLC F Sponsored ADR GlaxoSmithKline PLC F Sponsored ADR314 shares102.58%2026-03-312026-04-15
Sponsored
Neptune Ins HLDGS Inc Class A Neptune Ins HLDGS Inc Class A684 sharesnew addition2026-03-312026-04-15
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GSLC
2.03%Goldman Sachs Actvbeta US LRG ETF
Shares847.5K
Event2026-03-31
Filed2026-04-15
DFAI
1.80%Dimensional Intern Core EQT MKT ETF
Shares1.7M
Event2026-03-31
Filed2026-04-15
JHMM
0.83%John Hancock Multifctr Mid CP ETF
Shares892.8K
Event2026-03-31
Filed2026-04-15
GSIE
2.64%Goldman Sachs Actvbt International Equity ETF
Shares1.4M
Event2026-03-31
Filed2026-04-15
SCHX
1.57%Schwab US Large Cap ETF
Shares2.2M
Event2026-03-31
Filed2026-04-15
SCHV
NewSchwab US Large Cap Value ETF
Shares1.7M
Event2026-03-31
Filed2026-04-15
IWB
0.35%iShares Russell 1000 ETF IV
Shares116.4K
Event2026-03-31
Filed2026-04-15
BND
5.32%Vanguard Total Bond Market ETF
Shares541.1K
Event2026-03-31
Filed2026-04-15
SMLF
1.17%iShares MSCI USA Multifct ETF
Shares523.2K
Event2026-03-31
Filed2026-04-15
IEMG
-2.03%iShares Core MSCI Emerging ETF
Shares485.2K
Event2026-03-31
Filed2026-04-15
VB
118709.26%Vanguard Small Cap ETF
Shares128.3K
Event2026-03-31
Filed2026-04-15
VTV
1.11%Vanguard Value ETF
Shares142.1K
Event2026-03-31
Filed2026-04-15
BWZ
5.94%SPDR BLMBG SRT TR Int TRY BND ETF
Shares915.9K
Event2026-03-31
Filed2026-04-15
SCHF
57.39%Schwab International Equity ETF
Shares965.6K
Event2026-03-31
Filed2026-04-15
JPST
7.74%JPMorgan Ultra Short Income ETF
Shares365.8K
Event2026-03-31
Filed2026-04-15
VO
4.19%Vanguard Mid Cap ETF
Shares35.1K
Event2026-03-31
Filed2026-04-15
VEU
-0.59%Vanguard FTSE All World Ex US ETF IV
Shares129.0K
Event2026-03-31
Filed2026-04-15
SPYV
NewSPDR S&P 500 Value ETF
Shares163.9K
Event2026-03-31
Filed2026-04-15
FEZ
NewSPDR Euro Stoxx 50 ETF
Shares145.6K
Event2026-03-31
Filed2026-04-15
JPIE
-1.63%JPMorgan Income ETF
Shares168.7K
Event2026-03-31
Filed2026-04-15
JPIB
8.80%JPMorgan Internatinal BND Opport ETF
Shares144.8K
Event2026-03-31
Filed2026-04-15
AAPL
0.74%Apple Inc
Shares25.7K
Event2026-03-31
Filed2026-04-15
NVDA
12.29%Nvidia Corp
Shares36.0K
Event2026-03-31
Filed2026-04-15
BITB
38.86%Bitwise Bitcoin ETF
Shares140.9K
Event2026-03-31
Filed2026-04-15
HELO
7.27%Jpmorgn Hedgd Eqty Lad Ovrly ETF
Shares67.9K
Event2026-03-31
Filed2026-04-15
XOM
-15.26%Exxon Mobil Corp
Shares21.0K
Event2026-03-31
Filed2026-04-15
JPM
2.05%JPMorgan Chase & Co
Shares11.5K
Event2026-03-31
Filed2026-04-15
SPY
-73.25%SPDR S&P 500 ETF
Shares5.0K
Event2026-03-31
Filed2026-04-15
AMZN
-0.98%Amazon.Com Inc
Shares11.7K
Event2026-03-31
Filed2026-04-15
MSFT
1.81%Microsoft Corp
Shares6.4K
Event2026-03-31
Filed2026-04-15
Invesco Rafi Emerging Markets ETF
-3.77%Invesco Rafi Emerging Markets ETF
Shares87.5K
Event2026-03-31
Filed2026-04-15
IYZ
NewiShares US Telecom ETF
Shares57.4K
Event2026-03-31
Filed2026-04-15
HOMB
0.00%Home Bancshares
Shares83.8K
Event2026-03-31
Filed2026-04-15
VOE
NewVanguard Mid Cap Value ETF
Shares12.0K
Event2026-03-31
Filed2026-04-15
GDXJ
-22.05%Vaneck Vectors Junior Gold Miners ETF
Shares18.4K
Event2026-03-31
Filed2026-04-15
SCHB
-1.17%Schwab US Broad Market ETF
Shares85.1K
Event2026-03-31
Filed2026-04-15
MXI
NewiShares Global Materials ETF
Shares20.0K
Event2026-03-31
Filed2026-04-15
IXUS
NewiShares Core MSCI Totl Intl STCK ETF
Shares24.4K
Event2026-03-31
Filed2026-04-15
Broadcom Inc
3.84%Broadcom Inc
Shares6.2K
Event2026-03-31
Filed2026-04-15
GLD
0.11%SPDR Gold Shares ETF
Shares4.4K
Event2026-03-31
Filed2026-04-15
XTL
-2.80%SPDR S&P Telecom ETF
Shares10.0K
Event2026-03-31
Filed2026-04-15
TSLA
0.89%Tesla Inc
Shares4.9K
Event2026-03-31
Filed2026-04-15
SHV
0.00%iShares Short Treasury Bond ETF
Shares16.2K
Event2026-03-31
Filed2026-04-15
ITA
-3.12%iShares US Aerospace
Shares8.1K
Event2026-03-31
Filed2026-04-15
ET
7427.85%Energy Transfer LP
Shares91.1K
Event2026-03-31
Filed2026-04-15
BIL
-0.01%SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
Shares18.4K
Event2026-03-31
Filed2026-04-15
PBW
-0.97%Invesco Wilderhill Clean Energy ETF
Shares51.0K
Event2026-03-31
Filed2026-04-15
Alphabet Inc. Class A
2.60%Alphabet Inc. Class A
Shares5.5K
Event2026-03-31
Filed2026-04-15
CVX
1.98%Chevron Corp
Shares7.1K
Event2026-03-31
Filed2026-04-15
PSI
NewInvesco Dynamic Semiconductors ETF
Shares15.4K
Event2026-03-31
Filed2026-04-15
NXPI
4.56%NXP Semiconductors F
Shares7.2K
Event2026-03-31
Filed2026-04-15
MS
1.16%Morgan Stanley
Shares8.2K
Event2026-03-31
Filed2026-04-15
ABBV
8.47%Abbvie Inc
Shares6.0K
Event2026-03-31
Filed2026-04-15
JCI
0.19%Johnson Controls Inter F
Shares9.5K
Event2026-03-31
Filed2026-04-15
FBTC
0.48%Fidelity Wise Origin Bitcoin Fund
Shares20.8K
Event2026-03-31
Filed2026-04-15
VWO
0.00%Vanguard FTSE Emerging Mark ETF IV
Shares22.4K
Event2026-03-31
Filed2026-04-15
META
-0.10%Meta Platforms Inc Class A
Shares2.1K
Event2026-03-31
Filed2026-04-15
SHY
0.89%iShares 1-3 Year Treasry Bond ETF
Shares14.2K
Event2026-03-31
Filed2026-04-15
GBTC
-2.23%Grayscale Bitcoin TR BTC
Shares21.9K
Event2026-03-31
Filed2026-04-15
Alphabet Inc. Class C
3.37%Alphabet Inc. Class C
Shares4.0K
Event2026-03-31
Filed2026-04-15
EZU
NewiShares MSCI Eurozone ETF IV
Shares17.3K
Event2026-03-31
Filed2026-04-15
CSCO
15.30%Cisco Systems Inc
Shares13.6K
Event2026-03-31
Filed2026-04-15
TJX
1.33%TJX Companies Inc
Shares6.5K
Event2026-03-31
Filed2026-04-15
GILD
3.62%Gilead Sciences Inc
Shares7.4K
Event2026-03-31
Filed2026-04-15
EFV
0.38%iShares MSCI EAFE Value
Shares13.4K
Event2026-03-31
Filed2026-04-15
CMI
1.50%Cummins Inc
Shares1.8K
Event2026-03-31
Filed2026-04-15
MINT
0.00%PIMCO Enhncd SHRT Matrty Actv ETF IV
Shares9.3K
Event2026-03-31
Filed2026-04-15
KO
4.88%The Coca-Cola Co
Shares11.7K
Event2026-03-31
Filed2026-04-15
Berkshire Hathaway Class B
-14.13%Berkshire Hathaway Class B
Shares1.9K
Event2026-03-31
Filed2026-04-15
TXN
-1.74%Texas Instruments
Shares4.5K
Event2026-03-31
Filed2026-04-15
JNJ
31.09%Johnson & Johnson
Shares3.5K
Event2026-03-31
Filed2026-04-15
WMT
-0.53%WalMart Inc
Shares6.8K
Event2026-03-31
Filed2026-04-15
LLY
-3.91%Lilly Eli & Co
Shares909
Event2026-03-31
Filed2026-04-15
Duke Energy Corp
1.08%Duke Energy Corp
Shares6.2K
Event2026-03-31
Filed2026-04-15
COP
4.63%Conocophillips
Shares6.1K
Event2026-03-31
Filed2026-04-15
BITU
0.00%ProShares Ultra Bitcoin ETF
Shares64.6K
Event2026-03-31
Filed2026-04-15
ISRG
-1.06%Intuitive Surgical
Shares1.6K
Event2026-03-31
Filed2026-04-15
HD
-1.34%Home Depot Inc
Shares2.2K
Event2026-03-31
Filed2026-04-15
LMT
1.62%Lockheed Martin Corp
Shares1.2K
Event2026-03-31
Filed2026-04-15
BRK.A
0.00%Berkshire Hathaway Inc D Class A
Shares1
Event2026-03-31
Filed2026-04-15
PM
1.50%Philip Morris Intl
Shares4.1K
Event2026-03-31
Filed2026-04-15
SRE
1.42%Sempra
Shares7.0K
Event2026-03-31
Filed2026-04-15
SHW
-0.09%Sherwin Williams Co
Shares2.1K
Event2026-03-31
Filed2026-04-15
IBIT
16.57%iShares Bitcoin ETF IV
Shares17.5K
Event2026-03-31
Filed2026-04-15
VLO
0.93%Valero Energy Corp
Shares2.6K
Event2026-03-31
Filed2026-04-15
COST
-9.83%Costco Wholesale Co
Shares642
Event2026-03-31
Filed2026-04-15
ABT
7.49%Abbott Laboratories
Shares6.1K
Event2026-03-31
Filed2026-04-15
AMD
-39.74%Advanced Micro Devic
Shares3.1K
Event2026-03-31
Filed2026-04-15
PG
5.64%Procter & Gamble
Shares4.1K
Event2026-03-31
Filed2026-04-15
UNH
142.79%Unitedhealth GRP Inc
Shares2.2K
Event2026-03-31
Filed2026-04-15
BAC
0.04%Bank Of America Corp
Shares12.1K
Event2026-03-31
Filed2026-04-15
PNC
1.47%PNC Finl Services
Shares2.8K
Event2026-03-31
Filed2026-04-15
UNP
1.88%Union Pacific Corp
Shares2.3K
Event2026-03-31
Filed2026-04-15
Lam Research Corp
2.53%Lam Research Corp
Shares2.6K
Event2026-03-31
Filed2026-04-15
IBM
-1.20%IBM Corp
Shares2.3K
Event2026-03-31
Filed2026-04-15
SBUX
1.33%Starbucks Corp
Shares6.2K
Event2026-03-31
Filed2026-04-15
IRM
1.37%Iron MTN Inc New REIT
Shares5.3K
Event2026-03-31
Filed2026-04-15
AMGN
1.63%Amgen Inc.
Shares1.6K
Event2026-03-31
Filed2026-04-15
GL
0.00%Globe Life Inc
Shares3.9K
Event2026-03-31
Filed2026-04-15
BlackRock Inc New
1.65%BlackRock Inc New
Shares554
Event2026-03-31
Filed2026-04-15
Medtronic PLC F
-22.31%Medtronic PLC F
Shares6.0K
Event2026-03-31
Filed2026-04-15
BHP
8.08%BHP Group LTD F Sponsored ADR
Shares7.0K
Event2026-03-31
Filed2026-04-15
Linde PLC F
96.89%Linde PLC F
Shares1.0K
Event2026-03-31
Filed2026-04-15
CDNS
-16.13%Cadence Design SYS
Shares1.8K
Event2026-03-31
Filed2026-04-15
CME
1.60%Cme Group Inc Class A
Shares1.6K
Event2026-03-31
Filed2026-04-15
MLM
28.23%Martin Marietta Material
Shares795
Event2026-03-31
Filed2026-04-15
APD
1.61%Air Prod & Chemicals
Shares1.6K
Event2026-03-31
Filed2026-04-15
NFLX
5.59%Netflix Inc
Shares4.7K
Event2026-03-31
Filed2026-04-15
ORCL
4.49%Oracle Corp
Shares3.1K
Event2026-03-31
Filed2026-04-15
DTH
0.00%Wisdomtree International HGH DIV ETF
Shares8.4K
Event2026-03-31
Filed2026-04-15
Merck & Co. Inc.
0.81%Merck & Co. Inc.
Shares3.7K
Event2026-03-31
Filed2026-04-15
DELL
-0.37%Dell Technologies Inc Class C
Shares2.7K
Event2026-03-31
Filed2026-04-15
IEFA
-1.27%iShares Core MSCI EAFE ETF
Shares4.8K
Event2026-03-31
Filed2026-04-15
SHEL
-2.77%Shell PLC F Unsponsored ADR
Shares4.7K
Event2026-03-31
Filed2026-04-15
TPL
-24.81%Texas Pacific Land Corp
Shares906
Event2026-03-31
Filed2026-04-15
EFA
-1.40%iShares MSCI EAFE ETF
Shares4.4K
Event2026-03-31
Filed2026-04-15
CIEN
0.37%Ciena Corp
Shares1.1K
Event2026-03-31
Filed2026-04-15
WMB
3.31%Williams Companies
Shares5.7K
Event2026-03-31
Filed2026-04-15
MA
0.12%Mastercard Inc Class A
Shares826
Event2026-03-31
Filed2026-04-15
TSM
15.78%Taiwan Semiconductr F Sponsored ADR
Shares1.2K
Event2026-03-31
Filed2026-04-15
AIG
1.25%American Intl Group
Shares4.9K
Event2026-03-31
Filed2026-04-15
SCHG
-99.31%Schwab US Large Cap Growth ETF
Shares12.6K
Event2026-03-31
Filed2026-04-15
MSI
0.72%Motorola Solutions
Shares845
Event2026-03-31
Filed2026-04-15
WELL
468.62%Welltower Inc REIT
Shares1.8K
Event2026-03-31
Filed2026-04-15
AMAT
2.52%Applied Materials
Shares1.0K
Event2026-03-31
Filed2026-04-15
FAST
NewFastenal Co
Shares7.5K
Event2026-03-31
Filed2026-04-15
General Electric Co
0.83%General Electric Co
Shares1.2K
Event2026-03-31
Filed2026-04-15
TT
0.36%Trane Technologies PLC F
Shares826
Event2026-03-31
Filed2026-04-15
MMM
1.77%3M Co
Shares2.3K
Event2026-03-31
Filed2026-04-15
AGG
-0.74%iShares Core US Aggregate Bond ETF
Shares3.3K
Event2026-03-31
Filed2026-04-15
CRUS
0.00%Cirrus Logic Inc
Shares2.2K
Event2026-03-31
Filed2026-04-15
SLB
0.05%Schlumberger LTD F
Shares6.2K
Event2026-03-31
Filed2026-04-15
MMC
1.51%Marsh & MC Lennan Co
Shares1.8K
Event2026-03-31
Filed2026-04-15
Te Connectivity PLC F
1.36%Te Connectivity PLC F
Shares1.5K
Event2026-03-31
Filed2026-04-15
SCHW
6.10%Charles Schwab Corp
Shares3.3K
Event2026-03-31
Filed2026-04-15
KMB
0.81%Kimberly Clark Corp
Shares3.1K
Event2026-03-31
Filed2026-04-15
ASML
4.17%Asml HLDGS NV F Sponsored ADR
Shares225
Event2026-03-31
Filed2026-04-15
Accenture PLC F Class A
1526.37%Accenture PLC F Class A
Shares1.5K
Event2026-03-31
Filed2026-04-15
DIA
0.00%SPDR Dow Jones Industrial Avr ETF IV
Shares614
Event2026-03-31
Filed2026-04-15
COF
-5.46%Capital One FC
Shares1.6K
Event2026-03-31
Filed2026-04-15
CB
-1.06%Chubb LTD F
Shares842
Event2026-03-31
Filed2026-04-15
MU
4.97%Micron Technology
Shares781
Event2026-03-31
Filed2026-04-15
LITE
0.00%Lumentum Holdings Inc
Shares375
Event2026-03-31
Filed2026-04-15
ADI
-14.11%Analog Devices Inc
Shares822
Event2026-03-31
Filed2026-04-15
V
2.62%Visa Inc Class A
Shares862
Event2026-03-31
Filed2026-04-15
PYPL
-3.90%Paypal Holdings Incorpor
Shares5.5K
Event2026-03-31
Filed2026-04-15
BA
62.71%Boeing Co
Shares1.2K
Event2026-03-31
Filed2026-04-15
HYG
1.31%iShares iBoxx High Yield Bond ETF IV
Shares3.0K
Event2026-03-31
Filed2026-04-15
PEP
1.26%Pepsico Inc
Shares1.5K
Event2026-03-31
Filed2026-04-15
PANW
0.35%Palo Alto Networks
Shares1.4K
Event2026-03-31
Filed2026-04-15
PH
1.19%Parker-Hannifin Corp
Shares256
Event2026-03-31
Filed2026-04-15
CIGNA Corp
-2.15%CIGNA Corp
Shares820
Event2026-03-31
Filed2026-04-15
MPC
0.12%Marathon Pete Corp
Shares837
Event2026-03-31
Filed2026-04-15
BAI
0.00%iShares Ai Invatn And Tec Act ETF
Shares5.7K
Event2026-03-31
Filed2026-04-15
EPD
0.00%Enterprise Prods Part LP
Shares4.9K
Event2026-03-31
Filed2026-04-15
VONE
-15.34%Vanguard Russell 1000 ETF
Shares629
Event2026-03-31
Filed2026-04-15
SMH
322.12%Vaneck Semiconductor ETF
Shares477
Event2026-03-31
Filed2026-04-15
UBER
-10.72%Uber Technologies Inc
Shares2.5K
Event2026-03-31
Filed2026-04-15
SYK
0.75%Stryker Corp
Shares540
Event2026-03-31
Filed2026-04-15
T
9.67%A T & T Inc
Shares6.0K
Event2026-03-31
Filed2026-04-15
CASY
1.28%Caseys Gen Stores
Shares238
Event2026-03-31
Filed2026-04-15
DE
0.67%Deere & Co
Shares301
Event2026-03-31
Filed2026-04-15
NEE
0.00%Nextera Energy Inc
Shares1.8K
Event2026-03-31
Filed2026-04-15
PLTR
1.40%Palantir Technologies In Class A
Shares1.2K
Event2026-03-31
Filed2026-04-15
Vanguard S&P 500 ETF
-99.55%Vanguard S&P 500 ETF
Shares282
Event2026-03-31
Filed2026-04-15
Eaton Corp PLC F
0.87%Eaton Corp PLC F
Shares465
Event2026-03-31
Filed2026-04-15
RTX
0.00%Raytheon Technologies Co
Shares851
Event2026-03-31
Filed2026-04-15
ARKK
0.00%Ark Innovation ETF
Shares2.4K
Event2026-03-31
Filed2026-04-15
IWM
-6.86%iShares Russell 2000 ETF
Shares652
Event2026-03-31
Filed2026-04-15
ORLY
1.01%O Reilly Automotive
Shares1.7K
Event2026-03-31
Filed2026-04-15
Seagate Technology HLD F
0.00%Seagate Technology HLD F
Shares400
Event2026-03-31
Filed2026-04-15
IUSB
0.00%iShares Total Usd Bond Market ETF
Shares3.2K
Event2026-03-31
Filed2026-04-15
HLT
2.10%Hilton Worldwide HLD
Shares487
Event2026-03-31
Filed2026-04-15
MCD
0.00%McDonalds Corp
Shares457
Event2026-03-31
Filed2026-04-15
SO
6.74%Southern Co
Shares1.5K
Event2026-03-31
Filed2026-04-15
CSX
0.00%CSX Corp
Shares3.4K
Event2026-03-31
Filed2026-04-15
PSX
0.00%Phillips 66
Shares765
Event2026-03-31
Filed2026-04-15
LPLA
0.00%LPL Financial Holdings Inc
Shares463
Event2026-03-31
Filed2026-04-15
FTEC
0.00%Fidelity MSCI Infor Tech Indx ETF
Shares648
Event2026-03-31
Filed2026-04-15
ECL
1.02%Ecolab Inc
Shares495
Event2026-03-31
Filed2026-04-15
PFE
24.46%Pfizer Inc
Shares4.6K
Event2026-03-31
Filed2026-04-15
SNPS
-5.67%Synopsys Inc
Shares316
Event2026-03-31
Filed2026-04-15
PGR
10.04%Progressive Co Ohio
Shares625
Event2026-03-31
Filed2026-04-15
WFC
-4.01%Wells Fargo & Co
Shares1.5K
Event2026-03-31
Filed2026-04-15
OKE
0.00%Oneok Inc
Shares1.3K
Event2026-03-31
Filed2026-04-15
TMO
0.83%Thermo Fisher SCNTFC
Shares243
Event2026-03-31
Filed2026-04-15
GS
2.21%Goldman Sachs Group
Shares139
Event2026-03-31
Filed2026-04-15
EA
0.00%Electronic Arts Inc
Shares560
Event2026-03-31
Filed2026-04-15
GDX
-5.76%Vaneck Gold Miners ETF
Shares1.2K
Event2026-03-31
Filed2026-04-15
LOW
2.72%Lowes Companies Inc
Shares453
Event2026-03-31
Filed2026-04-15
FBND
0.00%Fidelity Total Bond ETF
Shares2.3K
Event2026-03-31
Filed2026-04-15
EFAV
27.10%iShares MSCI Minimum Volatility EAFE ETF
Shares1.2K
Event2026-03-31
Filed2026-04-15
DIS
-5.64%Walt Disney Co
Shares1.0K
Event2026-03-31
Filed2026-04-15
SPGI
-3.69%S&P Global Inc
Shares235
Event2026-03-31
Filed2026-04-15
SCHE
-12.11%Schwab Emerging Markets Equity ETF
Shares3.0K
Event2026-03-31
Filed2026-04-15
CKX
0.00%CKX Lands Inc
Shares9.5K
Event2026-03-31
Filed2026-04-15
LUV
-0.62%Southwest Airlines
Shares2.6K
Event2026-03-31
Filed2026-04-15
Brookfiled Asset Manag F Class A
-0.19%Brookfiled Asset Manag F Class A
Shares2.1K
Event2026-03-31
Filed2026-04-15
Barrick MNG Corp F
0.00%Barrick MNG Corp F
Shares2.3K
Event2026-03-31
Filed2026-04-15
VSEC
0.00%V S E Corp
Shares504
Event2026-03-31
Filed2026-04-15
CL
0.19%Colgate-Palmolive Co
Shares1.1K
Event2026-03-31
Filed2026-04-15
Grayscale Bitcoin Mini Trust ETF
9.24%Grayscale Bitcoin Mini Trust ETF
Shares3.0K
Event2026-03-31
Filed2026-04-15
QCOM
-25.96%Qualcomm Inc
Shares696
Event2026-03-31
Filed2026-04-15
VUSB
-0.55%Vanguard Ultra Short Bond ETF
Shares1.8K
Event2026-03-31
Filed2026-04-15
HSBC
58.12%HSBC HLDGS PLC F Sponsored ADR
Shares1.1K
Event2026-03-31
Filed2026-04-15
iShares Gold Trust
0.00%iShares Gold Trust
Shares1.0K
Event2026-03-31
Filed2026-04-15
RCL
0.00%Royal Caribbean Group F
Shares308
Event2026-03-31
Filed2026-04-15
LNG
50.00%Cheniere Energy Inc
Shares300
Event2026-03-31
Filed2026-04-15
Arista Networks Inc
-62.80%Arista Networks Inc
Shares692
Event2026-03-31
Filed2026-04-15
MO
0.00%Altria Group Inc
Shares1.3K
Event2026-03-31
Filed2026-04-15
FCX
0.63%Freeport-Mcmoran Inc
Shares1.4K
Event2026-03-31
Filed2026-04-15
NVS
0.00%Novartis AG F Sponsored ADR
Shares548
Event2026-03-31
Filed2026-04-15
WPM
0.00%Wheaton Precious Metal F
Shares636
Event2026-03-31
Filed2026-04-15
HON
7.94%Honeywell Intl Inc
Shares367
Event2026-03-31
Filed2026-04-15
HCA
1.75%Hca Healthcare Inc
Shares174
Event2026-03-31
Filed2026-04-15
Astrazeneca PLC F
NewAstrazeneca PLC F
Shares417
Event2026-03-31
Filed2026-04-15
SILJ
0.00%Amplify Junior Silver Miners ETF
Shares2.7K
Event2026-03-31
Filed2026-04-15
VZ
1.54%Verizon Communicatn
Shares1.6K
Event2026-03-31
Filed2026-04-15
LDUR
0.00%PIMCO Enhncd LW DRTN Actv ETF
Shares811
Event2026-03-31
Filed2026-04-15
TM
-18.28%Toyota Motor Corp F Sponsored ADR
Shares371
Event2026-03-31
Filed2026-04-15
QQQM
0.31%Invesco Nasdaq 100 ETF
Shares319
Event2026-03-31
Filed2026-04-15
VBIL
NewVanguard 0-3 Month Treasury ETF
Shares1.0K
Event2026-03-31
Filed2026-04-15
SGOV
-44.69%iShares 0 To 3 MNTH Treasury BND ETF
Shares750
Event2026-03-31
Filed2026-04-15
GEV
0.00%GE Vernova Inc
Shares85
Event2026-03-31
Filed2026-04-15
CAT
4.00%Caterpillar Inc
Shares104
Event2026-03-31
Filed2026-04-15
ARKX
0.00%Ark Space Exploration Innvat ETF
Shares2.5K
Event2026-03-31
Filed2026-04-15
CRM
-20.89%Salesforce Com
Shares390
Event2026-03-31
Filed2026-04-15
FDHY
-99.67%Fidelity High Yield Factor ETF
Shares1.5K
Event2026-03-31
Filed2026-04-15
VTES
0.00%Vanguard SHRT Tax Exempt BND ETF
Shares700
Event2026-03-31
Filed2026-04-15
BNDX
0.00%Vanguard Total International BND ETF
Shares1.5K
Event2026-03-31
Filed2026-04-15
F
0.00%Ford Motor Co
Shares6.1K
Event2026-03-31
Filed2026-04-15
TMUS
-58.02%T-Mobile US Inc
Shares322
Event2026-03-31
Filed2026-04-15
RY
-6.41%Royal Bank Of Canada F
Shares409
Event2026-03-31
Filed2026-04-15
PWR
0.00%Quanta Services Inc
Shares120
Event2026-03-31
Filed2026-04-15
Citigroup Inc
53.74%Citigroup Inc
Shares575
Event2026-03-31
Filed2026-04-15
VV
-99.72%Vanguard Large Cap ETF
Shares217
Event2026-03-31
Filed2026-04-15
EBAY
1.02%eBay Inc
Shares695
Event2026-03-31
Filed2026-04-15
SHOP
-7.16%Shopify Inc F Class A
Shares532
Event2026-03-31
Filed2026-04-15
FFIN
0.00%1ST Finl Banksh
Shares2.1K
Event2026-03-31
Filed2026-04-15
MAIN
0.42%Main Street Capital
Shares1.2K
Event2026-03-31
Filed2026-04-15
HYS
-99.73%PIMCO 0-5 Year High YLD BND Idx ETF
Shares666
Event2026-03-31
Filed2026-04-15
D
0.50%Dominion Energy Inc
Shares1.0K
Event2026-03-31
Filed2026-04-15
SYY
258.62%Sysco Corp
Shares832
Event2026-03-31
Filed2026-04-15
BABA
148.11%Alibaba Group HLDG LTD F Sponsored ADR
Shares459
Event2026-03-31
Filed2026-04-15
CRWD
0.00%Crowdstrike HLDGS Inc
Shares147
Event2026-03-31
Filed2026-04-15
BP
0.00%BP PLC F Sponsored ADR
Shares1.2K
Event2026-03-31
Filed2026-04-15
BIO
0.00%Bio-Rad Labs Inc Class A
Shares200
Event2026-03-31
Filed2026-04-15
INTC
146.63%Intel Corp
Shares1.2K
Event2026-03-31
Filed2026-04-15
ETR
2.96%Entergy Corp
Shares487
Event2026-03-31
Filed2026-04-15
AXP
-3.78%American Express Co
Shares178
Event2026-03-31
Filed2026-04-15
FCFS
0.00%Firstcash HLDGS Inc
Shares286
Event2026-03-31
Filed2026-04-15
HTH
0.00%Hilltop Holdings Inc
Shares1.5K
Event2026-03-31
Filed2026-04-15
HCSG
0.00%Healthcare SVC Group
Shares2.9K
Event2026-03-31
Filed2026-04-15
ARKW
-96.31%Ark Next Generation Internet ETF
Shares430
Event2026-03-31
Filed2026-04-15
TECK
0.00%Teck Resources LTD F Class B
Shares1.0K
Event2026-03-31
Filed2026-04-15
GLW
0.00%Corning Inc
Shares380
Event2026-03-31
Filed2026-04-15
RIVN
0.00%Rivian Automotive Inc Class A
Shares3.3K
Event2026-03-31
Filed2026-04-15
NWSA
0.00%News Corp New Class A
Shares2.0K
Event2026-03-31
Filed2026-04-15
ARLP
0.00%Alliance Resource Par LP
Shares1.8K
Event2026-03-31
Filed2026-04-15
ENB
-8.58%Enbridge Inc F
Shares895
Event2026-03-31
Filed2026-04-15
GLDM
0.00%SPDR Gold Minishares Etv
Shares520
Event2026-03-31
Filed2026-04-15
KEYS
0.00%Keysight Tech Inc
Shares170
Event2026-03-31
Filed2026-04-15
VGSH
0.49%Vanguard Short Term Treasury ETF
Shares819
Event2026-03-31
Filed2026-04-15
WPC
0.00%W.P. Carey Inc. REIT
Shares696
Event2026-03-31
Filed2026-04-15
BKLC
0.00%BNY Mellon US Large Cap CR Eq ETF
Shares384
Event2026-03-31
Filed2026-04-15
AEM
2.16%Agnico Eagle Mines LTD
Shares236
Event2026-03-31
Filed2026-04-15
ITW
0.00%Illinois Tool Works
Shares179
Event2026-03-31
Filed2026-04-15
PHYS
18.18%Sprott Physical Gold Etv
Shares1.3K
Event2026-03-31
Filed2026-04-15
Celestica Inc F Class Equity
-41.16%Celestica Inc F Class Equity
Shares163
Event2026-03-31
Filed2026-04-15
Venture Global Inc Class A
863.58%Venture Global Inc Class A
Shares2.9K
Event2026-03-31
Filed2026-04-15
CF
1117.24%CF Industries HLDG
Shares353
Event2026-03-31
Filed2026-04-15
IVV
NewiShares Core S&P 500 ETF
Shares70
Event2026-03-31
Filed2026-04-15
AMSF
0.00%Amerisafe Inc
Shares1.4K
Event2026-03-31
Filed2026-04-15
JBL
0.00%Jabil Inc
Shares167
Event2026-03-31
Filed2026-04-15
ALL
0.00%Allstate Corp
Shares209
Event2026-03-31
Filed2026-04-15
ANDE
0.34%Andersons Inc
Shares595
Event2026-03-31
Filed2026-04-15
SLV
-11.86%iShares Silver Trust ETF IV
Shares617
Event2026-03-31
Filed2026-04-15
Corpay Inc
0.00%Corpay Inc
Shares142
Event2026-03-31
Filed2026-04-15
VRT
0.00%Vertiv HLDGS Co Class A
Shares162
Event2026-03-31
Filed2026-04-15
LHX
0.00%L3harris Technologies In
Shares116
Event2026-03-31
Filed2026-04-15
MUFG
-6.34%Mitsubishi UFJ Financial Group Inc
Shares2.3K
Event2026-03-31
Filed2026-04-15
INTU
-13.21%Intuit Inc
Shares92
Event2026-03-31
Filed2026-04-15
ARKQ
0.00%Ark Autonomous Tech RBTCS ETF
Shares352
Event2026-03-31
Filed2026-04-15
GFI
0.00%Gold Fields LTD New F Sponsored ADR
Shares872
Event2026-03-31
Filed2026-04-15
Totalenergies F
-20.40%Totalenergies F
Shares433
Event2026-03-31
Filed2026-04-15
AM
0.00%Antero Midstream Corp
Shares1.7K
Event2026-03-31
Filed2026-04-15
Unilever PLC F Sponsored ADR
0.00%Unilever PLC F Sponsored ADR
Shares674
Event2026-03-31
Filed2026-04-15
BTI
-2.15%Brit Amer Tobacco F Sponsored ADR
Shares636
Event2026-03-31
Filed2026-04-15
AMR
0.00%Alpha Metallurgical Resources Inc
Shares183
Event2026-03-31
Filed2026-04-15
STNG
0.00%Scorpio Tankers Inc F
Shares499
Event2026-03-31
Filed2026-04-15
BMO
58.96%Bank Montreal Que F
Shares275
Event2026-03-31
Filed2026-04-15
CEG
-3.62%Constellation Energy Cor
Shares133
Event2026-03-31
Filed2026-04-15
VTI
0.00%Vanguard Total Stock Market ETF
Shares116
Event2026-03-31
Filed2026-04-15
Canadian Pacific Kansa F
4.95%Canadian Pacific Kansa F
Shares466
Event2026-03-31
Filed2026-04-15
SCHZ
0.00%Schwab US Aggregate Bond ETF
Shares1.6K
Event2026-03-31
Filed2026-04-15
MAR
0.00%Marriott Intl Inc Class A
Shares110
Event2026-03-31
Filed2026-04-15
ENSG
0.00%Ensign Group Inc
Shares178
Event2026-03-31
Filed2026-04-15
XBI
0.00%SPDR S&P Biotech ETF IV
Shares280
Event2026-03-31
Filed2026-04-15
NFG
0.53%NTNL Fuel Gas Co
Shares378
Event2026-03-31
Filed2026-04-15
VRTX
5.26%Vertex Pharmaceutica
Shares80
Event2026-03-31
Filed2026-04-15
PLD
2.28%Prologis Inc. REIT
Shares269
Event2026-03-31
Filed2026-04-15
ALLE
0.00%Allegion Public LTD F
Shares241
Event2026-03-31
Filed2026-04-15
SOUN
0.00%Soundhound Ai Inc Class A
Shares5.0K
Event2026-03-31
Filed2026-04-15
LB
65.44%Landbridge Co LLC CL A Class A
Shares493
Event2026-03-31
Filed2026-04-15
HDV
0.00%iShares Core High Dividend ETF
Shares250
Event2026-03-31
Filed2026-04-15
Atlassian Corp Class A
-30.97%Atlassian Corp Class A
Shares497
Event2026-03-31
Filed2026-04-15
BBVA
0.00%Banco Bilbao Vizcaya A F Sponsored ADR
Shares1.5K
Event2026-03-31
Filed2026-04-15
APG
0.74%Api Group Corp
Shares821
Event2026-03-31
Filed2026-04-15
HMC
9.36%Honda Motor Co LTD F Sponsored ADR
Shares1.4K
Event2026-03-31
Filed2026-04-15
MUR
0.00%Murphy Oil Corp HLDG
Shares798
Event2026-03-31
Filed2026-04-15
IYE
0.00%iShares US Energy ETF IV
Shares505
Event2026-03-31
Filed2026-04-15
AAL
-0.69%American Airls Group
Shares3.0K
Event2026-03-31
Filed2026-04-15
MET
-93.98%Metlife Inc
Shares458
Event2026-03-31
Filed2026-04-15
PAHC
0.00%Phibro Animal Health Cor Class A
Shares580
Event2026-03-31
Filed2026-04-15
TXT
0.00%Textron Inc
Shares365
Event2026-03-31
Filed2026-04-15
WM
5.34%Waste Management Inc
Shares138
Event2026-03-31
Filed2026-04-15
PAYX
-90.58%Paychex Inc
Shares342
Event2026-03-31
Filed2026-04-15
PB
0.00%Prosperity Bancshare
Shares454
Event2026-03-31
Filed2026-04-15
MGY
0.00%Magnolia Oil & Gas Corp Class A
Shares972
Event2026-03-31
Filed2026-04-15
HIG
420.93%Hartford Finl SVC GP
Shares224
Event2026-03-31
Filed2026-04-15
SNDK
NewSandisk Corp
Shares47
Event2026-03-31
Filed2026-04-15
BJ
0.00%B J S Wholesale Club Hol
Shares303
Event2026-03-31
Filed2026-04-15
BKNG
0.00%Booking Holdings Inc
Shares7
Event2026-03-31
Filed2026-04-15
JEPI
1.79%JPMorgan Equity Premium Income ETF
Shares513
Event2026-03-31
Filed2026-04-15
ARKF
0.00%Ark Fintech Innovation ETF
Shares760
Event2026-03-31
Filed2026-04-15
KGC
0.00%Kinross Gold Corp
Shares940
Event2026-03-31
Filed2026-04-15
NEM
-58.40%Newmont Corp
Shares265
Event2026-03-31
Filed2026-04-15
MD
0.00%Mednax Inc
Shares1.3K
Event2026-03-31
Filed2026-04-15
ALTO
0.00%Alto Ingredients Inc
Shares5.9K
Event2026-03-31
Filed2026-04-15
OSW
0.00%Onespaworld HLDGS Com Usd0.0001
Shares1.2K
Event2026-03-31
Filed2026-04-15
FSM
NewFortuna Mining Corp F
Shares2.9K
Event2026-03-31
Filed2026-04-15
ASTS
0.00%Ast Spacemobile Inc Class A
Shares342
Event2026-03-31
Filed2026-04-15
THG
NewHanover Insurance
Shares163
Event2026-03-31
Filed2026-04-15
MELI
0.00%Mercadolibre Inc
Shares16
Event2026-03-31
Filed2026-04-15
DIN
0.00%Dine Brands Global Inc
Shares1.0K
Event2026-03-31
Filed2026-04-15
APH
13.02%Amphenol Corp Class A
Shares217
Event2026-03-31
Filed2026-04-15
GCT
NewGigacloud Technology I F Class Class A
Shares602
Event2026-03-31
Filed2026-04-15
UTF
0.00%Cohen And Steers Infrast
Shares1.0K
Event2026-03-31
Filed2026-04-15
HRTG
0.00%Heritage Ins HLDGS Inc
Shares1.0K
Event2026-03-31
Filed2026-04-15
KLAC
20.00%Kla Corp
Shares18
Event2026-03-31
Filed2026-04-15
ING
-37.68%ING Groep NV
Shares1.0K
Event2026-03-31
Filed2026-04-15
NEA
1.17%Nuveen Amt Free Quality
Shares2.3K
Event2026-03-31
Filed2026-04-15
LTM
NewLatam Airlines Group E F Unsponsored ADR
Shares527
Event2026-03-31
Filed2026-04-15
AWF
1.43%Alliancebernstein GLB High Inc
Shares2.6K
Event2026-03-31
Filed2026-04-15
PDO
2.80%PIMCO Dynamic Income Opp
Shares2.0K
Event2026-03-31
Filed2026-04-15
ELMD
NewElectromed Inc
Shares1.1K
Event2026-03-31
Filed2026-04-15
XLU
NewSelect Sector Uti Select SPDR ETF IV
Shares556
Event2026-03-31
Filed2026-04-15
TRV
0.00%Travelers Companies
Shares87
Event2026-03-31
Filed2026-04-15
NZF
1.22%Nuveen Municipal Credit
Shares2.1K
Event2026-03-31
Filed2026-04-15
Coeur MNG Inc
NewCoeur MNG Inc
Shares1.4K
Event2026-03-31
Filed2026-04-15
MCFT
0.00%Mastercraft Boat HLDGS I
Shares1.2K
Event2026-03-31
Filed2026-04-15
GSST
0.00%GS Access Ultra Short Bond ETF
Shares500
Event2026-03-31
Filed2026-04-15
NEAR
0.00%BlackRock Short Maturity Bond ETF
Shares495
Event2026-03-31
Filed2026-04-15
KMI
0.00%Kinder Morgan Inc
Shares746
Event2026-03-31
Filed2026-04-15
TBN
0.00%Tamboran Res Corp
Shares500
Event2026-03-31
Filed2026-04-15
EPAM
0.00%Epam Systems Inc
Shares182
Event2026-03-31
Filed2026-04-15
NSC
0.00%Norfolk Southern Co
Shares86
Event2026-03-31
Filed2026-04-15
EXG
0.00%Eaton Vance Tax Man GL D
Shares2.8K
Event2026-03-31
Filed2026-04-15
ETHE
0.00%Grayscale Ethereum Com U
Shares1.4K
Event2026-03-31
Filed2026-04-15
Alerian MLP ETF
1.98%Alerian MLP ETF
Shares463
Event2026-03-31
Filed2026-04-15
CMG
0.00%Chipotle Mexican GRL
Shares761
Event2026-03-31
Filed2026-04-15
ADP
0.85%Auto Data Processing
Shares119
Event2026-03-31
Filed2026-04-15
AMRX
NewAmneal Pharmaceuticals I Class A
Shares2.0K
Event2026-03-31
Filed2026-04-15
DNP
1.91%DNP Select Income CF
Shares2.3K
Event2026-03-31
Filed2026-04-15
SMFG
-15.79%Sumitomo Mitsui Finl00 F Sponsored ADR
Shares1.2K
Event2026-03-31
Filed2026-04-15
CTVA
35.68%Corteva Inc
Shares289
Event2026-03-31
Filed2026-04-15
TD
-41.63%Toronto-Dominion BK F
Shares258
Event2026-03-31
Filed2026-04-15
CNQ
201.84%Canadian Natural Res F
Shares492
Event2026-03-31
Filed2026-04-15
VCSH
0.00%Vanguard Short Term Cor BD ETF
Shares300
Event2026-03-31
Filed2026-04-15
AZO
-22.22%Autozone Inc
Shares7
Event2026-03-31
Filed2026-04-15
MCO
0.00%Moodys Corp
Shares54
Event2026-03-31
Filed2026-04-15
AEP
7.19%Amer Electric PWR Co
Shares179
Event2026-03-31
Filed2026-04-15
SKWD
0.00%Skyward Specialty Ins GR
Shares535
Event2026-03-31
Filed2026-04-15
MCY
0.00%Mercury Gen Corp New
Shares265
Event2026-03-31
Filed2026-04-15
XYLD
2.80%Global X S&P 500 Covered Call ETF
Shares588
Event2026-03-31
Filed2026-04-15
NRIM
0.00%Northrim Bancorp Inc
Shares1.0K
Event2026-03-31
Filed2026-04-15
ADSK
0.00%Autodesk Inc
Shares96
Event2026-03-31
Filed2026-04-15
ARKG
0.00%Ark Genomic Revolution ETF
Shares869
Event2026-03-31
Filed2026-04-15
BSM
1.95%Black Stone Minerals LP
Shares1.5K
Event2026-03-31
Filed2026-04-15
IRWD
NewIronwood Pharmaceuticals Class A
Shares6.5K
Event2026-03-31
Filed2026-04-15
PARR
0.00%Par Pacific Holdings Inc
Shares363
Event2026-03-31
Filed2026-04-15
EQIX
4.55%Equinix Inc REIT
Shares23
Event2026-03-31
Filed2026-04-15
REGN
45.00%Regeneron Pharms Inc
Shares29
Event2026-03-31
Filed2026-04-15
TPR
0.00%Tapestry Inc
Shares157
Event2026-03-31
Filed2026-04-15
FANG
0.00%Diamondback Energy
Shares112
Event2026-03-31
Filed2026-04-15
EAT
NewBrinker Intl Inc
Shares155
Event2026-03-31
Filed2026-04-15
MSCI
0.00%MSCI Inc
Shares41
Event2026-03-31
Filed2026-04-15
AVAV
0.00%Aerovironment Inc
Shares120
Event2026-03-31
Filed2026-04-15
MPWR
NewMonolithic Power SYS
Shares20
Event2026-03-31
Filed2026-04-15
AMP
0.00%Ameriprise Finl
Shares49
Event2026-03-31
Filed2026-04-15
ERO
NewEro Copper Corp F
Shares810
Event2026-03-31
Filed2026-04-15
MNST
0.00%Monster Beverage Corpora
Shares297
Event2026-03-31
Filed2026-04-15
CTAS
0.00%Cintas Corp
Shares127
Event2026-03-31
Filed2026-04-15
GM
14.34%General Motors Co
Shares287
Event2026-03-31
Filed2026-04-15
LOPE
0.00%Grand Canyon Educa
Shares125
Event2026-03-31
Filed2026-04-15
CLBT
0.00%Cellebrite DI LTD F Class A
Shares1.5K
Event2026-03-31
Filed2026-04-15
DLY
2.46%Doubleline Yield Opportu
Shares1.5K
Event2026-03-31
Filed2026-04-15
CAH
28.95%Cardinal Health Inc
Shares98
Event2026-03-31
Filed2026-04-15
IWD
0.00%iShares Russell 1000 Value ETF IV
Shares96
Event2026-03-31
Filed2026-04-15
CMC
NewCommercial Metals Co
Shares331
Event2026-03-31
Filed2026-04-15
NTES
0.00%Netease Inc F Sponsored ADR
Shares181
Event2026-03-31
Filed2026-04-15
PRVA
0.00%Privia Health Group Inc
Shares984
Event2026-03-31
Filed2026-04-15
WBD
-4.59%Warner Brothers Discover
Shares727
Event2026-03-31
Filed2026-04-15
ARCC
2.69%Ares Capital Corp
Shares1.1K
Event2026-03-31
Filed2026-04-15
MCK
53.33%Mckesson Corp
Shares23
Event2026-03-31
Filed2026-04-15
DSL
2.97%Doubleline Income Soluti
Shares1.8K
Event2026-03-31
Filed2026-04-15
FDX
44.74%Fedex Corp
Shares55
Event2026-03-31
Filed2026-04-15
FIVN
NewFive9 Inc
Shares1.3K
Event2026-03-31
Filed2026-04-15
HPE
-5.13%Hewlett Packard Enterpri
Shares814
Event2026-03-31
Filed2026-04-15
QQQX
NewNuveen Nasdaq 100 Dynami
Shares708
Event2026-03-31
Filed2026-04-15
ROST
0.00%Ross Stores Inc
Shares89
Event2026-03-31
Filed2026-04-15
CMCSA
13.56%Comcast Corp Class A
Shares670
Event2026-03-31
Filed2026-04-15
ADUS
0.00%Addus Homecare Corp
Shares205
Event2026-03-31
Filed2026-04-15
XLK
0.00%Technology Select Sector SPDR ETF IV
Shares144
Event2026-03-31
Filed2026-04-15
CBOE
0.00%CBOE Global MKTS Inc
Shares68
Event2026-03-31
Filed2026-04-15
WDAY
47.00%Workday Inc Class A
Shares147
Event2026-03-31
Filed2026-04-15
DX
0.00%Dynex Capital Inc
Shares1.5K
Event2026-03-31
Filed2026-04-15
ANIP
0.00%Ani Pharmaceuticals
Shares247
Event2026-03-31
Filed2026-04-15
KE
0.00%Kimball Electronics Inc
Shares798
Event2026-03-31
Filed2026-04-15
General Dynamics Co
0.00%General Dynamics Co
Shares55
Event2026-03-31
Filed2026-04-15
Core Nat Res Inc
-12.20%Core Nat Res Inc
Shares180
Event2026-03-31
Filed2026-04-15
RMNI
0.00%Rimini Street Inc Delawa
Shares5.7K
Event2026-03-31
Filed2026-04-15
ALC
0.00%Alcon Inc F
Shares248
Event2026-03-31
Filed2026-04-15
TDG
0.00%Transdigm Group Inc
Shares16
Event2026-03-31
Filed2026-04-15
PDI
NewPIMCO Dynamic Income CF
Shares1.1K
Event2026-03-31
Filed2026-04-15
DHR
-23.81%Danaher Corp
Shares96
Event2026-03-31
Filed2026-04-15
SANM
0.00%Sanmina Corp
Shares140
Event2026-03-31
Filed2026-04-15
OXY
0.00%Occidental Petrol Co
Shares277
Event2026-03-31
Filed2026-04-15
PBR.A
NewPetroleo Brasileiro SA Petrobras ADR
Shares958
Event2026-03-31
Filed2026-04-15
IVE
0.00%iShares S&P 500 Value ETF
Shares85
Event2026-03-31
Filed2026-04-15
CVCO
0.00%Cavco Industries Inc
Shares37
Event2026-03-31
Filed2026-04-15
SPG
0.00%Simon PPTY Group REIT
Shares96
Event2026-03-31
Filed2026-04-15
HAL
1076.92%Halliburton Co HLDG
Shares459
Event2026-03-31
Filed2026-04-15
NTNL Grid PLC F Sponsored ADR
0.00%NTNL Grid PLC F Sponsored ADR
Shares211
Event2026-03-31
Filed2026-04-15
NOC
0.00%Northrop Grumman Corp
Shares26
Event2026-03-31
Filed2026-04-15
PEGA
-0.95%Pegasystems Inc
Shares416
Event2026-03-31
Filed2026-04-15
GlaxoSmithKline PLC F Sponsored ADR
102.58%GlaxoSmithKline PLC F Sponsored ADR
Shares314
Event2026-03-31
Filed2026-04-15
CNI
89.89%Canadian Natl Railwy F
Shares169
Event2026-03-31
Filed2026-04-15
Invesco QQQ Trust
0.00%Invesco QQQ Trust
Shares30
Event2026-03-31
Filed2026-04-15
QUAL
0.00%iShares MSCI USA QLTY Fact ETF IV
Shares89
Event2026-03-31
Filed2026-04-15
SONY
-51.79%Sony Group Corp F Sponsored ADR
Shares808
Event2026-03-31
Filed2026-04-15
CSW
NewCSW Industrials Inc
Shares64
Event2026-03-31
Filed2026-04-15
Neptune Ins HLDGS Inc Class A
NewNeptune Ins HLDGS Inc Class A
Shares684
Event2026-03-31
Filed2026-04-15
TMFC
0.00%Motley Fool 100 Index ETF
Shares250
Event2026-03-31
Filed2026-04-15
ROK
-2.13%Rockwell Automation
Shares46
Event2026-03-31
Filed2026-04-15
NOW
-69.51%Service Now Inc
Shares157
Event2026-03-31
Filed2026-04-15
BKR
0.00%Baker Hughes Co. Class A
Shares265
Event2026-03-31
Filed2026-04-15
BLKB
0.00%Blackbaud Inc
Shares419
Event2026-03-31
Filed2026-04-15
BIDU
13.49%Baidu Inc
Shares143
Event2026-03-31
Filed2026-04-15
NET
0.00%Cloudflare Inc Class A
Shares77
Event2026-03-31
Filed2026-04-15
JQUA
0.00%JPMorgan U.S. Quality Factor ETF
Shares259
Event2026-03-31
Filed2026-04-15
BN
0.00%Brookfield Corp F Class A
Shares390
Event2026-03-31
Filed2026-04-15
IDXX
0.00%Idexx Labs Inc
Shares28
Event2026-03-31
Filed2026-04-15
CHRD
0.00%Oasis Petroleum Inc
Shares110
Event2026-03-31
Filed2026-04-15
LIVN
1.24%Livanova PLC F
Shares244
Event2026-03-31
Filed2026-04-15
NGL
0.00%NGL Energy Partners L LP
Shares1.3K
Event2026-03-31
Filed2026-04-15
CVS
-2.28%CVS Health Corp
Shares214
Event2026-03-31
Filed2026-04-15
DLR
16.44%Digital Realty Trust REIT
Shares85
Event2026-03-31
Filed2026-04-15
NSSC
0.00%Napco Sec Tech
Shares387
Event2026-03-31
Filed2026-04-15
Viper Energy Inc New Class A
0.00%Viper Energy Inc New Class A
Shares324
Event2026-03-31
Filed2026-04-15
BSX
-26.30%Boston Scientific Co
Shares241
Event2026-03-31
Filed2026-04-15
MFG
0.00%Mizuho Financial Group Inc
Shares1.9K
Event2026-03-31
Filed2026-04-15
EXPE
12.07%Expedia Group Inc.
Shares65
Event2026-03-31
Filed2026-04-15
HP Inc.
-13.09%HP Inc.
Shares770
Event2026-03-31
Filed2026-04-15
MCHP
23.40%Microchip Technology Forward Split
Shares232
Event2026-03-31
Filed2026-04-15
XLC
NewCommunicat SVS SLCT Sec SPDR ETF
Shares135
Event2026-03-31
Filed2026-04-15
VRSN
0.00%Verisign Inc
Shares60
Event2026-03-31
Filed2026-04-15
VRSK
-14.44%Verisk Analytics Inc Class A
Shares77
Event2026-03-31
Filed2026-04-15
PSLV
0.00%Sprott PHYS Silver TR F Sprott Physical Silver
Shares600
Event2026-03-31
Filed2026-04-15
CBRE
14.89%Cbre Group Inc Class A
Shares108
Event2026-03-31
Filed2026-04-15
IX
0.00%Orix Corp F Sponsored ADR
Shares483
Event2026-03-31
Filed2026-04-15
NUE
0.00%Nucor Corp
Shares85
Event2026-03-31
Filed2026-04-15
GRMN
0.00%Garmin LTD F
Shares62
Event2026-03-31
Filed2026-04-15
ELV
-20.97%Anthem Inc
Shares49
Event2026-03-31
Filed2026-04-15
MUSA
0.00%Murphy USA Inc
Shares29
Event2026-03-31
Filed2026-04-15
GEHC
-3.38%GE Healthcare Technologi
Shares200
Event2026-03-31
Filed2026-04-15
ROP
-21.57%Roper Technologies
Shares40
Event2026-03-31
Filed2026-04-15
DBX
0.00%Dropbox Inc
Shares614
Event2026-03-31
Filed2026-04-15
ETY
0.00%Eaton Vance Tax MGD DVF
Shares1.0K
Event2026-03-31
Filed2026-04-15
SOC
NewSable Offshore Corp Class A
Shares833
Event2026-03-31
Filed2026-04-15
PACS
0.00%Pacs Group Inc Equity Class Equity
Shares428
Event2026-03-31
Filed2026-04-15
GTX
0.00%Garrett Motion Inc
Shares753
Event2026-03-31
Filed2026-04-15
ATO
0.00%Atmos Energy Corp
Shares74
Event2026-03-31
Filed2026-04-15
VHT
0.00%Vanguard Health Care ETF
Shares50
Event2026-03-31
Filed2026-04-15
XEL
4.94%Xcel Energy Inc
Shares170
Event2026-03-31
Filed2026-04-15
CHD
0.00%Church & Dwight Co
Shares145
Event2026-03-31
Filed2026-04-15
IJH
-99.40%iShares Core S&P Mid Cap ETF IV
Shares200
Event2026-03-31
Filed2026-04-15
SIL
-22.28%Global X Silver Miners ETF
Shares150
Event2026-03-31
Filed2026-04-15
YUM
22.86%Yum Brands Inc
Shares86
Event2026-03-31
Filed2026-04-15
MSTR
10.53%Microstrategy Inc Class A
Shares105
Event2026-03-31
Filed2026-04-15
MFC
0.00%Manulife Finl F
Shares379
Event2026-03-31
Filed2026-04-15
PSQ
0.00%ProShares Short QQQ ETF
Shares400
Event2026-03-31
Filed2026-04-15
PEG
0.00%Pub SVC Enterpise GP
Shares159
Event2026-03-31
Filed2026-04-15
SLP
0.00%Simulations Plus Inc
Shares1.1K
Event2026-03-31
Filed2026-04-15
VTRS
5.44%Viatris Inc
Shares949
Event2026-03-31
Filed2026-04-15
UBS
-12.30%UBS Group AG F
Shares328
Event2026-03-31
Filed2026-04-15
FI
-32.25%Fiserv Inc
Shares229
Event2026-03-31
Filed2026-04-15
NAD
1.11%Nuveen Dividend Advantag
Shares1.1K
Event2026-03-31
Filed2026-04-15
TGT
-17.46%Target Corp
Shares104
Event2026-03-31
Filed2026-04-15
FNV
0.00%Franco Nevada Corp F
Shares50
Event2026-03-31
Filed2026-04-15
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