Sponsored
The Analysis of Financial Perspectives, Inc's Holdings & P&L
Currently, Financial Perspectives, Inc holds 716 types of securities in its portfolio with a total value $358.2M. In the most recent quarter, they have increased their positions in SCHD (+13.6K shares, valued at $416.9K), AAPL (+1.6K shares, valued at $416.2K), DGRO (+5.8K shares, valued at $405.6K); decreased their positions in JPST (-12.0K shares, valued at $606.1K), XOM (-1.3K shares, valued at $219.2K), ASML (-136 shares, valued at $179.6K); initiated new positions in KXI (+5.6K shares, valued at $377.5K), SCHY (+9.9K shares, valued at $314.5K), N/A (+932 shares, valued at $183.8K).
1M P&L
-29.8M-7.97%
3M P&L
-175.4M-33.80%
HY P&L
-157.9M-31.49%
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/A179.6M
56.3%
2Semiconductors21.0M
6.6%
3Software - Infrastructure19.7M
6.2%
Top Industries by Stock Count
1N/A240 stocks
36.8%
2Software - Application23 stocks
3.5%
3Software - Infrastructure16 stocks
2.5%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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VYM
0.55%VANGUARD WHITEHALL FDS
Shares145.1K
Event2026-03-31
Filed2026-05-11
VGT
0.49%VANGUARD WORLD FD
Shares27.9K
Event2026-03-31
Filed2026-05-11
MEDTRONIC PLC
0.74%MEDTRONIC PLC
Shares218.9K
Event2026-03-31
Filed2026-05-11
AAPL
2.57%APPLE INC
Shares65.5K
Event2026-03-31
Filed2026-05-11
VYMI
2.99%VANGUARD WHITEHALL FDS
Shares137.7K
Event2026-03-31
Filed2026-05-11
MSFT
0.61%MICROSOFT CORP
Shares33.4K
Event2026-03-31
Filed2026-05-11
TSM
-1.04%TAIWAN SEMICONDUCTOR MANUFAC
Shares33.2K
Event2026-03-31
Filed2026-05-11
IVW
0.25%ISHARES TR
Shares98.9K
Event2026-03-31
Filed2026-05-11
HDV
0.87%ISHARES TR
Shares74.8K
Event2026-03-31
Filed2026-05-11
BROADCOM INC
-0.24%BROADCOM INC
Shares32.4K
Event2026-03-31
Filed2026-05-11
VIG
0.56%VANGUARD SPECIALIZED FUNDS
Shares45.9K
Event2026-03-31
Filed2026-05-11
VIGI
1.39%VANGUARD WHITEHALL FDS
Shares110.4K
Event2026-03-31
Filed2026-05-11
BSX
-0.44%BOSTON SCIENTIFIC CORP
Shares134.6K
Event2026-03-31
Filed2026-05-11
ALPHABET INC
-0.08%ALPHABET INC
Shares27.6K
Event2026-03-31
Filed2026-05-11
NVDA
0.05%NVIDIA CORPORATION
Shares45.1K
Event2026-03-31
Filed2026-05-11
FSTA
4.54%FIDELITY COVINGTON TRUST
Shares135.7K
Event2026-03-31
Filed2026-05-11
FTEC
0.01%FIDELITY COVINGTON TRUST
Shares29.1K
Event2026-03-31
Filed2026-05-11
DGRO
8.33%ISHARES TR
Shares75.2K
Event2026-03-31
Filed2026-05-11
IVV
2.67%ISHARES TR
Shares7.7K
Event2026-03-31
Filed2026-05-11
SPY
0.98%STATE STR SPDR S&P 500 ETF T
Shares7.2K
Event2026-03-31
Filed2026-05-11
AMZN
-0.42%AMAZON COM INC
Shares22.1K
Event2026-03-31
Filed2026-05-11
VDC
2.98%VANGUARD WORLD FD
Shares14.6K
Event2026-03-31
Filed2026-05-11
TSLA
0.00%TESLA INC
Shares8.6K
Event2026-03-31
Filed2026-05-11
JPM
0.94%JPMORGAN CHASE & CO
Shares10.6K
Event2026-03-31
Filed2026-05-11
ABBV
0.02%ABBVIE INC
Shares13.2K
Event2026-03-31
Filed2026-05-11
VANGUARD INDEX FDS
1.80%VANGUARD INDEX FDS
Shares4.6K
Event2026-03-31
Filed2026-05-11
CGGO
14.59%CAPITAL GROUP GBL GROWTH EQT
Shares78.6K
Event2026-03-31
Filed2026-05-11
IDV
1.63%ISHARES TR
Shares61.5K
Event2026-03-31
Filed2026-05-11
META
0.02%META PLATFORMS INC
Shares4.4K
Event2026-03-31
Filed2026-05-11
SCHD
20.41%SCHWAB STRATEGIC TR
Shares80.2K
Event2026-03-31
Filed2026-05-11
IYW
1.00%ISHARES TR
Shares12.9K
Event2026-03-31
Filed2026-05-11
ASML
-7.18%ASML HLDG NV
Shares1.8K
Event2026-03-31
Filed2026-05-11
MELI
0.00%MERCADOLIBRE INC
Shares1.3K
Event2026-03-31
Filed2026-05-11
SHOP
0.00%SHOPIFY INC
Shares18.9K
Event2026-03-31
Filed2026-05-11
CGGR
4.57%CAPITAL GROUP GROWTH ETF
Shares54.3K
Event2026-03-31
Filed2026-05-11
MMM
2.97%3M CO
Shares13.9K
Event2026-03-31
Filed2026-05-11
INVESCO QQQ TR
0.85%INVESCO QQQ TR
Shares3.5K
Event2026-03-31
Filed2026-05-11
JNJ
-0.84%JOHNSON & JOHNSON
Shares8.0K
Event2026-03-31
Filed2026-05-11
FENY
0.49%FIDELITY COVINGTON TRUST
Shares56.9K
Event2026-03-31
Filed2026-05-11
JPST
-25.23%J P MORGAN EXCHANGE TRADED F
Shares35.5K
Event2026-03-31
Filed2026-05-11
IWF
7.53%ISHARES TR
Shares3.9K
Event2026-03-31
Filed2026-05-11
MU
15.21%MICRON TECHNOLOGY INC
Shares4.9K
Event2026-03-31
Filed2026-05-11
CNQ
0.11%CANADIAN NAT RES LTD MED TER
Shares33.6K
Event2026-03-31
Filed2026-05-11
VTV
1.54%VANGUARD INDEX FDS
Shares7.6K
Event2026-03-31
Filed2026-05-11
BERKSHIRE HATHAWAY INC DEL
-1.37%BERKSHIRE HATHAWAY INC DEL
Shares3.0K
Event2026-03-31
Filed2026-05-11
VEA
18.79%VANGUARD TAX-MANAGED FDS
Shares20.5K
Event2026-03-31
Filed2026-05-11
AMGN
0.14%AMGEN INC
Shares3.7K
Event2026-03-31
Filed2026-05-11
COST
4.59%COSTCO WHOLESALE CORPORATION
Shares1.3K
Event2026-03-31
Filed2026-05-11
FNDF
0.00%SCHWAB STRATEGIC TR
Shares24.2K
Event2026-03-31
Filed2026-05-11
UNH
-0.21%UNITEDHEALTH GROUP INC
Shares4.3K
Event2026-03-31
Filed2026-05-11
ALPHABET INC
0.48%ALPHABET INC
Shares3.9K
Event2026-03-31
Filed2026-05-11
GILD
0.00%GILEAD SCIENCES INC
Shares8.1K
Event2026-03-31
Filed2026-05-11
SE
0.00%SEA LTD
Shares13.3K
Event2026-03-31
Filed2026-05-11
VDE
0.19%VANGUARD WORLD FD
Shares6.2K
Event2026-03-31
Filed2026-05-11
IWM
4.01%ISHARES TR
Shares4.3K
Event2026-03-31
Filed2026-05-11
USB
-0.15%US BANCORP
Shares20.2K
Event2026-03-31
Filed2026-05-11
SMH
0.00%VANECK ETF TRUST
Shares2.7K
Event2026-03-31
Filed2026-05-11
VT
13.08%VANGUARD INTL EQUITY INDEX F
Shares6.7K
Event2026-03-31
Filed2026-05-11
TDIV
0.05%FIRST TR EXCHANGE TRADED FD
Shares9.8K
Event2026-03-31
Filed2026-05-11
IETC
-4.72%ISHARES U S ETF TR
Shares10.3K
Event2026-03-31
Filed2026-05-11
VHT
0.03%VANGUARD WORLD FD
Shares3.3K
Event2026-03-31
Filed2026-05-11
EFV
9.88%ISHARES TR
Shares12.1K
Event2026-03-31
Filed2026-05-11
ABT
0.00%ABBOTT LABORATORIES
Shares8.6K
Event2026-03-31
Filed2026-05-11
CGDV
2.02%CAPITAL GROUP DIVIDEND VALUE
Shares20.0K
Event2026-03-31
Filed2026-05-11
VCR
1.22%VANGUARD WORLD FD
Shares2.3K
Event2026-03-31
Filed2026-05-11
VNQ
0.04%VANGUARD INDEX FDS
Shares9.2K
Event2026-03-31
Filed2026-05-11
VTI
3.35%VANGUARD INDEX FDS
Shares2.5K
Event2026-03-31
Filed2026-05-11
IFRA
0.00%ISHARES TR
Shares13.6K
Event2026-03-31
Filed2026-05-11
IEFA
3.85%ISHARES TR
Shares8.4K
Event2026-03-31
Filed2026-05-11
IMCB
6.91%ISHARES TR
Shares8.6K
Event2026-03-31
Filed2026-05-11
EFG
9.64%ISHARES TR
Shares6.4K
Event2026-03-31
Filed2026-05-11
VUG
0.00%VANGUARD INDEX FDS
Shares1.6K
Event2026-03-31
Filed2026-05-11
HON
5.16%HONEYWELL INTL INC
Shares3.0K
Event2026-03-31
Filed2026-05-11
ORCL
0.00%ORACLE CORP
Shares4.5K
Event2026-03-31
Filed2026-05-11
IJR
3.01%ISHARES TR
Shares5.1K
Event2026-03-31
Filed2026-05-11
VALE
0.36%VALE S A
Shares39.5K
Event2026-03-31
Filed2026-05-11
HD
7.74%HOME DEPOT INC
Shares1.9K
Event2026-03-31
Filed2026-05-11
EFAV
45.18%ISHARES TR
Shares6.7K
Event2026-03-31
Filed2026-05-11
SRE
0.06%SEMPRA
Shares6.2K
Event2026-03-31
Filed2026-05-11
LLY
-0.62%ELI LILLY & CO
Shares641
Event2026-03-31
Filed2026-05-11
CGCB
4.24%CAPITAL GRP FIXED INCM ETF T
Shares21.9K
Event2026-03-31
Filed2026-05-11
HDB
0.00%HDFC BANK LTD
Shares23.1K
Event2026-03-31
Filed2026-05-11
WMT
10.80%WALMART INC
Shares4.6K
Event2026-03-31
Filed2026-05-11
MA
0.00%MASTERCARD INCORPORATED
Shares1.1K
Event2026-03-31
Filed2026-05-11
BN
0.01%BROOKFIELD CORP
Shares14.0K
Event2026-03-31
Filed2026-05-11
DIS
3.60%DISNEY WALT CO
Shares5.8K
Event2026-03-31
Filed2026-05-11
FELC
3.19%FIDELITY COVINGTON TRUST
Shares15.2K
Event2026-03-31
Filed2026-05-11
NU
0.00%NU HLDGS LTD
Shares37.7K
Event2026-03-31
Filed2026-05-11
IEMG
-0.56%ISHARES INC
Shares7.6K
Event2026-03-31
Filed2026-05-11
PFE
1.23%PFIZER INC
Shares18.6K
Event2026-03-31
Filed2026-05-11
T
0.96%AT&T INC
Shares17.4K
Event2026-03-31
Filed2026-05-11
ISRG
0.00%INTUITIVE SURGICAL INC
Shares1.1K
Event2026-03-31
Filed2026-05-11
GIS
0.17%GENERAL MILLS INC
Shares13.5K
Event2026-03-31
Filed2026-05-11
BROOKFIELD INFRASTRUCTURE CO
0.05%BROOKFIELD INFRASTRUCTURE CO
Shares12.7K
Event2026-03-31
Filed2026-05-11
AMD
0.57%ADVANCED MICRO DEVICES INC
Shares2.5K
Event2026-03-31
Filed2026-05-11
IJH
0.04%ISHARES TR
Shares7.2K
Event2026-03-31
Filed2026-05-11
GE AEROSPACE
0.00%GE AEROSPACE
Shares1.7K
Event2026-03-31
Filed2026-05-11
IGRO
0.32%ISHARES TR
Shares5.6K
Event2026-03-31
Filed2026-05-11
VWO
1.65%VANGUARD INTL EQUITY INDEX F
Shares8.6K
Event2026-03-31
Filed2026-05-11
TGT
1.32%TARGET CORP
Shares3.8K
Event2026-03-31
Filed2026-05-11
FESM
0.02%FIDELITY COVINGTON TRUST
Shares12.1K
Event2026-03-31
Filed2026-05-11
CAT
0.00%CATERPILLAR INC
Shares648
Event2026-03-31
Filed2026-05-11
CMCSA
0.09%COMCAST CORP NEW
Shares15.8K
Event2026-03-31
Filed2026-05-11
CGW
0.36%INVESCO EXCH TRADED FD TR II
Shares7.0K
Event2026-03-31
Filed2026-05-11
DE
-0.38%DEERE & CO
Shares790
Event2026-03-31
Filed2026-05-11
CARR
0.00%CARRIER GLOBAL CORPORATION
Shares7.8K
Event2026-03-31
Filed2026-05-11
DFE
0.03%WISDOMTREE TR
Shares6.0K
Event2026-03-31
Filed2026-05-11
WM
0.00%WASTE MGMT INC DEL
Shares1.9K
Event2026-03-31
Filed2026-05-11
NET
0.00%CLOUDFLARE INC
Shares2.0K
Event2026-03-31
Filed2026-05-11
NVO
0.00%NOVO-NORDISK A S
Shares11.3K
Event2026-03-31
Filed2026-05-11
V
0.00%VISA INC
Shares1.3K
Event2026-03-31
Filed2026-05-11
XLE
0.62%SELECT SECTOR SPDR TR
Shares6.3K
Event2026-03-31
Filed2026-05-11
PLTR
0.85%PALANTIR TECHNOLOGIES INC
Shares2.6K
Event2026-03-31
Filed2026-05-11
PWV
0.26%INVESCO EXCHANGE TRADED FD T
Shares5.4K
Event2026-03-31
Filed2026-05-11
KXI
NewISHARES TR
Shares5.6K
Event2026-03-31
Filed2026-05-11
ISHARES GOLD TR
42.39%ISHARES GOLD TR
Shares4.3K
Event2026-03-31
Filed2026-05-11
RBRK
0.00%RUBRIK INC.
Shares7.5K
Event2026-03-31
Filed2026-05-11
MCD
14.61%MCDONALDS CORP
Shares1.2K
Event2026-03-31
Filed2026-05-11
GLD
0.00%SPDR GOLD TR
Shares838
Event2026-03-31
Filed2026-05-11
BAC
-0.29%BANK AMERICA CORP
Shares7.2K
Event2026-03-31
Filed2026-05-11
CGCP
0.17%CAPITAL GRP FIXED INCM ETF T
Shares15.7K
Event2026-03-31
Filed2026-05-11
TEVA
0.00%TEVA PHARMACEUTICAL INDS LTD
Shares11.3K
Event2026-03-31
Filed2026-05-11
EFA
0.00%ISHARES TR
Shares3.5K
Event2026-03-31
Filed2026-05-11
ECL
0.08%ECOLAB INC
Shares1.2K
Event2026-03-31
Filed2026-05-11
VBK
6.65%VANGUARD INDEX FDS
Shares1.1K
Event2026-03-31
Filed2026-05-11
CGBL
13.07%CAPITAL GROUP CORE BALANCED
Shares9.4K
Event2026-03-31
Filed2026-05-11
IUSG
0.10%ISHARES TR
Shares2.1K
Event2026-03-31
Filed2026-05-11
SCHY
NewSCHWAB STRATEGIC TR
Shares9.9K
Event2026-03-31
Filed2026-05-11
XOM
-41.12%EXXON MOBIL CORP
Shares1.9K
Event2026-03-31
Filed2026-05-11
BLACKROCK INC
0.00%BLACKROCK INC
Shares312
Event2026-03-31
Filed2026-05-11
FDVV
0.24%FIDELITY COVINGTON TRUST
Shares5.4K
Event2026-03-31
Filed2026-05-11
AMAT
-11.87%APPLIED MATLS INC
Shares839
Event2026-03-31
Filed2026-05-11
MDB
0.00%MONGODB INC
Shares1.2K
Event2026-03-31
Filed2026-05-11
IWP
0.00%ISHARES TR
Shares2.2K
Event2026-03-31
Filed2026-05-11
NOW
0.00%SERVICENOW INC
Shares2.7K
Event2026-03-31
Filed2026-05-11
CSCO
0.00%CISCO SYS INC
Shares3.6K
Event2026-03-31
Filed2026-05-11
ASB
-1.57%ASSOCIATED BANC-CORP
Shares10.9K
Event2026-03-31
Filed2026-05-11
NVS
0.00%NOVARTIS AG
Shares1.8K
Event2026-03-31
Filed2026-05-11
QCOM
7.68%QUALCOMM INC
Shares2.1K
Event2026-03-31
Filed2026-05-11
PEP
0.00%PEPSICO INC
Shares1.6K
Event2026-03-31
Filed2026-05-11
IXN
0.00%ISHARES TR
Shares2.5K
Event2026-03-31
Filed2026-05-11
GEV
-18.97%GE VERNOVA INC
Shares282
Event2026-03-31
Filed2026-05-11
CGMS
37.56%CAPITAL GRP FIXED INCM ETF T
Shares8.9K
Event2026-03-31
Filed2026-05-11
IJS
-15.47%ISHARES TR
Shares2.0K
Event2026-03-31
Filed2026-05-11
INTC
22.48%INTEL CORP
Shares5.4K
Event2026-03-31
Filed2026-05-11
PAGS
0.09%PAGSEGURO DIGITAL LTD
Shares23.5K
Event2026-03-31
Filed2026-05-11
TMO
0.00%THERMO FISHER SCIENTIFIC INC
Shares460
Event2026-03-31
Filed2026-05-11
BIP
0.00%BROOKFIELD INFRASTRUCTURE PA
Shares6.2K
Event2026-03-31
Filed2026-05-11
BOTZ
0.10%GLOBAL X FDS
Shares6.7K
Event2026-03-31
Filed2026-05-11
SPGI
0.00%S&P GLOBAL INC
Shares519
Event2026-03-31
Filed2026-05-11
FBTC
0.00%FIDELITY WISE ORIGIN BITCOIN
Shares3.6K
Event2026-03-31
Filed2026-05-11
JEPI
0.91%J P MORGAN EXCHANGE TRADED F
Shares3.8K
Event2026-03-31
Filed2026-05-11
CGIE
5.98%CAPITAL GROUP INTERNATIONAL
Shares6.2K
Event2026-03-31
Filed2026-05-11
CEG
0.00%CONSTELLATION ENERGY CORP
Shares750
Event2026-03-31
Filed2026-05-11
VZ
8.09%VERIZON COMMUNICATIONS INC
Shares4.1K
Event2026-03-31
Filed2026-05-11
IRM
0.00%IRON MTN INC DEL
Shares2.0K
Event2026-03-31
Filed2026-05-11
NTES
0.00%NETEASE COM INC
Shares1.8K
Event2026-03-31
Filed2026-05-11
CGMU
6.48%CAPITAL GRP FIXED INCM ETF T
Shares7.4K
Event2026-03-31
Filed2026-05-11
VUSB
0.00%VANGUARD BD INDEX FDS
Shares4.0K
Event2026-03-31
Filed2026-05-11
DTE
0.44%DTE ENERGY CO
Shares1.4K
Event2026-03-31
Filed2026-05-11
CVX
-45.76%CHEVRON CORPORATION
Shares960
Event2026-03-31
Filed2026-05-11
VOT
0.00%VANGUARD INDEX FDS
Shares770
Event2026-03-31
Filed2026-05-11
VTEB
0.26%VANGUARD MUN BD FDS
Shares3.9K
Event2026-03-31
Filed2026-05-11
SNOW
0.00%SNOWFLAKE INC
Shares1.3K
Event2026-03-31
Filed2026-05-11
STNE
-0.07%STONECO LTD
Shares13.7K
Event2026-03-31
Filed2026-05-11
IWO
1.32%ISHARES TR
Shares615
Event2026-03-31
Filed2026-05-11
BA
107.76%BOEING CO
Shares964
Event2026-03-31
Filed2026-05-11
UBS
0.00%UBS GROUP AG
Shares4.9K
Event2026-03-31
Filed2026-05-11
ADM
0.00%ARCHER DANIELS MIDLAND CO
Shares2.6K
Event2026-03-31
Filed2026-05-11
IGSB
0.66%ISHARES TR
Shares3.5K
Event2026-03-31
Filed2026-05-11
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares932
Event2026-03-31
Filed2026-05-11
UBER
0.00%UBER TECHNOLOGIES INC
Shares2.5K
Event2026-03-31
Filed2026-05-11
IUSV
0.40%ISHARES TR
Shares1.8K
Event2026-03-31
Filed2026-05-11
KO
18.06%COCA COLA CO
Shares2.4K
Event2026-03-31
Filed2026-05-11
MERCK & CO INC
11.38%MERCK & CO INC
Shares1.5K
Event2026-03-31
Filed2026-05-11
ONC
0.00%BEONE MEDICINES LTD
Shares588
Event2026-03-31
Filed2026-05-11
IVE
0.12%ISHARES TR
Shares825
Event2026-03-31
Filed2026-05-11
DAL
0.04%DELTA AIR LINES INC
Shares2.6K
Event2026-03-31
Filed2026-05-11
SOLV
3.95%SOLVENTUM CORP
Shares2.6K
Event2026-03-31
Filed2026-05-11
RSPU
0.00%INVESCO EXCHANGE TRADED FD T
Shares2.1K
Event2026-03-31
Filed2026-05-11
HBAN
0.00%HUNTINGTON BANCSHARES INC
Shares10.9K
Event2026-03-31
Filed2026-05-11
ICSH
0.63%ISHARES TR
Shares3.4K
Event2026-03-31
Filed2026-05-11
VPU
0.00%VANGUARD WORLD FD
Shares828
Event2026-03-31
Filed2026-05-11
UI
0.00%UBIQUITI INC
Shares206
Event2026-03-31
Filed2026-05-11
VEU
9.13%VANGUARD INTL EQUITY INDEX F
Shares2.2K
Event2026-03-31
Filed2026-05-11
IJK
0.00%ISHARES TR
Shares1.6K
Event2026-03-31
Filed2026-05-11
PG
29.94%PROCTER & GAMBLE CO
Shares1.1K
Event2026-03-31
Filed2026-05-11
VXF
33.04%VANGUARD INDEX FDS
Shares761
Event2026-03-31
Filed2026-05-11
WEC ENERGY GROUP INC
0.00%WEC ENERGY GROUP INC
Shares1.3K
Event2026-03-31
Filed2026-05-11
SGOV
49.41%ISHARES TR
Shares1.5K
Event2026-03-31
Filed2026-05-11
VXUS
0.10%VANGUARD STAR FDS
Shares2.0K
Event2026-03-31
Filed2026-05-11
VOE
-11.73%VANGUARD INDEX FDS
Shares820
Event2026-03-31
Filed2026-05-11
ITOT
0.09%ISHARES TR
Shares1.1K
Event2026-03-31
Filed2026-05-11
AMP
0.00%AMERIPRISE FINL INC
Shares338
Event2026-03-31
Filed2026-05-11
IDHQ
0.00%INVESCO EXCH TRADED FD TR II
Shares4.2K
Event2026-03-31
Filed2026-05-11
REGN
-1.04%REGENERON PHARMACEUTICALS
Shares191
Event2026-03-31
Filed2026-05-11
XLP
0.00%SELECT SECTOR SPDR TR
Shares1.8K
Event2026-03-31
Filed2026-05-11
BROOKFIELD RENEWABLE CORP
0.00%BROOKFIELD RENEWABLE CORP
Shares3.6K
Event2026-03-31
Filed2026-05-11
BABA
0.00%ALIBABA GROUP HLDG LTD
Shares1.1K
Event2026-03-31
Filed2026-05-11
FIW
0.07%FIRST TR EXCHANGE-TRADED FD
Shares1.4K
Event2026-03-31
Filed2026-05-11
USMV
8.06%ISHARES TR
Shares1.5K
Event2026-03-31
Filed2026-05-11
NEE
-1.05%NEXTERA ENERGY INC
Shares1.5K
Event2026-03-31
Filed2026-05-11
FHLC
5.54%FIDELITY COVINGTON TRUST
Shares2.0K
Event2026-03-31
Filed2026-05-11
TRV
26.32%TRAVELERS COMPANIES INC
Shares480
Event2026-03-31
Filed2026-05-11
EWBC
0.00%EAST WEST BANCORP INC
Shares1.3K
Event2026-03-31
Filed2026-05-11
ORLY
0.00%OREILLY AUTOMOTIVE INC
Shares1.5K
Event2026-03-31
Filed2026-05-11
XYZ
0.00%BLOCK INC
Shares2.3K
Event2026-03-31
Filed2026-05-11
CGXU
0.00%CAPITAL GROUP INTL FOCUS EQT
Shares4.7K
Event2026-03-31
Filed2026-05-11
ABNB
0.00%AIRBNB INC
Shares1.1K
Event2026-03-31
Filed2026-05-11
ESGU
0.00%ISHARES TR
Shares954
Event2026-03-31
Filed2026-05-11
ITA
NewISHARES TR
Shares611
Event2026-03-31
Filed2026-05-11
DSI
0.28%ISHARES TR
Shares1.1K
Event2026-03-31
Filed2026-05-11
ARKW
0.00%ARK ETF TR
Shares1.0K
Event2026-03-31
Filed2026-05-11
IMCG
0.13%ISHARES TR
Shares1.6K
Event2026-03-31
Filed2026-05-11
O
0.00%REALTY INCOME CORP
Shares2.0K
Event2026-03-31
Filed2026-05-11
PODD
0.00%INSULET CORP
Shares572
Event2026-03-31
Filed2026-05-11
IBB
0.00%ISHARES TR
Shares700
Event2026-03-31
Filed2026-05-11
IWR
0.00%ISHARES TR
Shares1.2K
Event2026-03-31
Filed2026-05-11
PANW
0.00%PALO ALTO NETWORKS INC
Shares732
Event2026-03-31
Filed2026-05-11
RCL
0.00%ROYAL CARIBBEAN GROUP
Shares425
Event2026-03-31
Filed2026-05-11
MCK
-2.17%MCKESSON CORP
Shares135
Event2026-03-31
Filed2026-05-11
PH
0.00%PARKER-HANNIFIN CORP
Shares129
Event2026-03-31
Filed2026-05-11
CRSP
0.00%CRISPR THERAPEUTICS AG
Shares2.4K
Event2026-03-31
Filed2026-05-11
VO
8.01%VANGUARD INDEX FDS
Shares391
Event2026-03-31
Filed2026-05-11
LINDE PLC
0.00%LINDE PLC
Shares226
Event2026-03-31
Filed2026-05-11
KMI
0.00%KINDER MORGAN INC DEL
Shares3.2K
Event2026-03-31
Filed2026-05-11
UNP
0.46%UNION PAC CORP
Shares437
Event2026-03-31
Filed2026-05-11
ARGX
0.00%ARGENX SE
Shares145
Event2026-03-31
Filed2026-05-11
KKR & CO INC
0.00%KKR & CO INC
Shares1.1K
Event2026-03-31
Filed2026-05-11
RPRX
0.00%ROYALTY PHARMA PLC
Shares2.2K
Event2026-03-31
Filed2026-05-11
THE CIGNA GROUP
0.00%THE CIGNA GROUP
Shares380
Event2026-03-31
Filed2026-05-11
OTTR
0.00%OTTER TAIL CORP
Shares1.2K
Event2026-03-31
Filed2026-05-11
RTX
41.44%RTX CORPORATION
Shares512
Event2026-03-31
Filed2026-05-11
ENB
0.00%ENBRIDGE INC
Shares1.8K
Event2026-03-31
Filed2026-05-11
INCY
0.00%INCYTE CORP
Shares1.0K
Event2026-03-31
Filed2026-05-11
TT
0.00%TRANE TECHNOLOGIES PLC
Shares225
Event2026-03-31
Filed2026-05-11
SLYG
0.00%SPDR SERIES TRUST
Shares961
Event2026-03-31
Filed2026-05-11
JD
0.00%JD.COM INC
Shares3.1K
Event2026-03-31
Filed2026-05-11
ICLN
0.00%ISHARES TR
Shares4.9K
Event2026-03-31
Filed2026-05-11
COIN
0.00%COINBASE GLOBAL INC
Shares513
Event2026-03-31
Filed2026-05-11
ADVISORSHARES TR
0.00%ADVISORSHARES TR
Shares2.8K
Event2026-03-31
Filed2026-05-11
IJT
2.35%ISHARES TR
Shares611
Event2026-03-31
Filed2026-05-11
LRN
0.00%STRIDE INC
Shares994
Event2026-03-31
Filed2026-05-11
BUNGE GLOBAL SA
0.00%BUNGE GLOBAL SA
Shares685
Event2026-03-31
Filed2026-05-11
DTM
0.31%DT MIDSTREAM INC
Shares641
Event2026-03-31
Filed2026-05-11
LOW
-1.35%LOWES COS INC
Shares365
Event2026-03-31
Filed2026-05-11
WFC
-2.61%WELLS FARGO & CO
Shares1.1K
Event2026-03-31
Filed2026-05-11
CGHM
172.63%CAPITAL GRP FIXED INCM ETF T
Shares3.4K
Event2026-03-31
Filed2026-05-11
CGUS
0.00%CAPITAL GROUP CORE EQUITY ET
Shares2.2K
Event2026-03-31
Filed2026-05-11
FREL
0.93%FIDELITY COVINGTON TRUST
Shares3.2K
Event2026-03-31
Filed2026-05-11
ARKK
0.08%ARK ETF TR
Shares1.3K
Event2026-03-31
Filed2026-05-11
XLF
0.24%SELECT SECTOR SPDR TR
Shares1.7K
Event2026-03-31
Filed2026-05-11
WBD
0.00%WARNER BROS DISCOVERY INC
Shares3.0K
Event2026-03-31
Filed2026-05-11
VB
5.21%VANGUARD INDEX FDS
Shares303
Event2026-03-31
Filed2026-05-11
RSG
0.00%REPUBLIC SVCS INC
Shares362
Event2026-03-31
Filed2026-05-11
USRT
0.30%ISHARES TR
Shares1.3K
Event2026-03-31
Filed2026-05-11
COMT
0.00%ISHARES U S ETF TR
Shares2.3K
Event2026-03-31
Filed2026-05-11
VTWO
0.00%VANGUARD SCOTTSDALE FDS
Shares775
Event2026-03-31
Filed2026-05-11
DLR
0.00%DIGITAL RLTY TR INC
Shares428
Event2026-03-31
Filed2026-05-11
ON
0.00%ON SEMICONDUCTOR CORP
Shares1.2K
Event2026-03-31
Filed2026-05-11
HTHT
0.00%H WORLD GROUP LTD
Shares1.5K
Event2026-03-31
Filed2026-05-11
VONG
0.00%VANGUARD SCOTTSDALE FDS
Shares687
Event2026-03-31
Filed2026-05-11
XPEV
0.00%XPENG INC
Shares4.4K
Event2026-03-31
Filed2026-05-11
IWN
0.00%ISHARES TR
Shares395
Event2026-03-31
Filed2026-05-11
IYC
0.00%ISHARES TR
Shares760
Event2026-03-31
Filed2026-05-11
LAM RESEARCH CORP
0.00%LAM RESEARCH CORP
Shares343
Event2026-03-31
Filed2026-05-11
FBND
190.22%FIDELITY MERRIMACK STR TR
Shares1.6K
Event2026-03-31
Filed2026-05-11
AXP
0.00%AMERICAN EXPRESS CO
Shares232
Event2026-03-31
Filed2026-05-11
NICE
0.00%NICE LTD
Shares635
Event2026-03-31
Filed2026-05-11
CSX
0.24%CSX CORP
Shares1.7K
Event2026-03-31
Filed2026-05-11
BROOKFIELD ASSET MANAGMT LTD
0.06%BROOKFIELD ASSET MANAGMT LTD
Shares1.5K
Event2026-03-31
Filed2026-05-11
MSTR
0.00%STRATEGY INC
Shares541
Event2026-03-31
Filed2026-05-11
EOG
0.00%EOG RES INC
Shares455
Event2026-03-31
Filed2026-05-11
ITW
-2.36%ILLINOIS TOOL WKS INC
Shares248
Event2026-03-31
Filed2026-05-11
BLACKSTONE INC
0.00%BLACKSTONE INC
Shares560
Event2026-03-31
Filed2026-05-11
TE CONNECTIVITY PLC
0.00%TE CONNECTIVITY PLC
Shares304
Event2026-03-31
Filed2026-05-11
IGF
0.00%ISHARES TR
Shares946
Event2026-03-31
Filed2026-05-11
NXPI
0.00%NXP SEMICONDUCTORS N V
Shares321
Event2026-03-31
Filed2026-05-11
BMY
0.00%BRISTOL-MYERS SQUIBB CO
Shares1.0K
Event2026-03-31
Filed2026-05-11
CITIGROUP INC
0.00%CITIGROUP INC
Shares546
Event2026-03-31
Filed2026-05-11
IHI
-20.80%ISHARES TR
Shares1.1K
Event2026-03-31
Filed2026-05-11
CRM
0.00%SALESFORCE INC
Shares327
Event2026-03-31
Filed2026-05-11
XEL
0.00%XCEL ENERGY INC
Shares767
Event2026-03-31
Filed2026-05-11
PSA
0.90%PUBLIC STORAGE OPER CO
Shares225
Event2026-03-31
Filed2026-05-11
SPHD
0.00%INVESCO EXCH TRADED FD TR II
Shares1.2K
Event2026-03-31
Filed2026-05-11
MFC
0.00%MANULIFE FINL CORP
Shares1.8K
Event2026-03-31
Filed2026-05-11
STZ
0.00%CONSTELLATION BRANDS INC
Shares400
Event2026-03-31
Filed2026-05-11
SDY
0.74%SPDR SERIES TRUST
Shares406
Event2026-03-31
Filed2026-05-11
XLV
0.25%SELECT SECTOR SPDR TR
Shares403
Event2026-03-31
Filed2026-05-11
FRI
0.24%FIRST TR EXCHANGE-TRADED FD
Shares2.1K
Event2026-03-31
Filed2026-05-11
SOLSTICE ADVANCED MATLS INC
8.72%SOLSTICE ADVANCED MATLS INC
Shares773
Event2026-03-31
Filed2026-05-11
FFLG
0.00%FIDELITY COVINGTON TRUST
Shares2.1K
Event2026-03-31
Filed2026-05-11
CTAS
0.00%CINTAS CORP
Shares340
Event2026-03-31
Filed2026-05-11
EMXC
0.00%ISHARES INC
Shares730
Event2026-03-31
Filed2026-05-11
IBM
46.88%INTERNATIONAL BUSINESS MACHS
Shares235
Event2026-03-31
Filed2026-05-11
IBIT
0.00%ISHARES BITCOIN TRUST ETF
Shares1.5K
Event2026-03-31
Filed2026-05-11
DOCU
0.00%DOCUSIGN INC
Shares1.2K
Event2026-03-31
Filed2026-05-11
THG
0.00%HANOVER INS GROUP INC
Shares320
Event2026-03-31
Filed2026-05-11
TM
0.00%TOYOTA MOTOR CORP
Shares267
Event2026-03-31
Filed2026-05-11
SCHX
0.28%SCHWAB STRATEGIC TR
Shares2.1K
Event2026-03-31
Filed2026-05-11
MDLZ
0.00%MONDELEZ INTL INC
Shares944
Event2026-03-31
Filed2026-05-11
XMAG
0.00%TIDAL TRUST II
Shares2.4K
Event2026-03-31
Filed2026-05-11
MSI
0.00%MOTOROLA SOLUTIONS INC
Shares125
Event2026-03-31
Filed2026-05-11
TLT
202.97%ISHARES TR
Shares612
Event2026-03-31
Filed2026-05-11
FLUT
0.00%FLUTTER ENTMT PLC
Shares517
Event2026-03-31
Filed2026-05-11
EMR
0.00%EMERSON ELEC CO
Shares400
Event2026-03-31
Filed2026-05-11
ERIC
0.00%TELEFONAKTIEBOLAGET LM ERICS
Shares4.6K
Event2026-03-31
Filed2026-05-11
CVS
0.00%CVS HEALTH CORP
Shares708
Event2026-03-31
Filed2026-05-11
F
0.14%FORD MTR CO
Shares4.3K
Event2026-03-31
Filed2026-05-11
PYPL
0.00%PAYPAL HLDGS INC
Shares1.1K
Event2026-03-31
Filed2026-05-11
ARKG
0.00%ARK ETF TR
Shares1.9K
Event2026-03-31
Filed2026-05-11
ATLASSIAN CORPORATION
0.00%ATLASSIAN CORPORATION
Shares718
Event2026-03-31
Filed2026-05-11
ILMN
0.00%ILLUMINA INC
Shares392
Event2026-03-31
Filed2026-05-11
SEAGATE TECHNOLOGY HLDNGS PL
0.00%SEAGATE TECHNOLOGY HLDNGS PL
Shares123
Event2026-03-31
Filed2026-05-11
ARKQ
0.00%ARK ETF TR
Shares426
Event2026-03-31
Filed2026-05-11
IWD
0.45%ISHARES TR
Shares223
Event2026-03-31
Filed2026-05-11
BC
0.00%BRUNSWICK CORP
Shares645
Event2026-03-31
Filed2026-05-11
HAS
0.00%HASBRO INC
Shares500
Event2026-03-31
Filed2026-05-11
VEEV
0.00%VEEVA SYS INC
Shares265
Event2026-03-31
Filed2026-05-11
LITE
0.00%LUMENTUM HLDGS INC
Shares66
Event2026-03-31
Filed2026-05-11
SDG
0.00%ISHARES TR
Shares550
Event2026-03-31
Filed2026-05-11
PUTNAM ETF TRUST
0.00%PUTNAM ETF TRUST
Shares5.2K
Event2026-03-31
Filed2026-05-11
SSNC
0.00%SS&C TECH HLDGS
Shares670
Event2026-03-31
Filed2026-05-11
CVE
0.00%CENOVUS ENERGY INC
Shares1.7K
Event2026-03-31
Filed2026-05-11
EATON CORP PLC
0.00%EATON CORP PLC
Shares124
Event2026-03-31
Filed2026-05-11
CROWN CASTLE INC
0.74%CROWN CASTLE INC
Shares544
Event2026-03-31
Filed2026-05-11
WELL
-3.46%WELLTOWER INC
Shares223
Event2026-03-31
Filed2026-05-11
BLDR
0.00%BUILDERS FIRSTSOURCE INC
Shares535
Event2026-03-31
Filed2026-05-11
CRWD
0.00%CROWDSTRIKE HLDGS INC
Shares112
Event2026-03-31
Filed2026-05-11
PM
0.38%PHILIP MORRIS INTL INC
Shares263
Event2026-03-31
Filed2026-05-11
NFLX
0.00%NETFLIX INC.
Shares450
Event2026-03-31
Filed2026-05-11
VSS
0.00%VANGUARD INTL EQUITY INDEX F
Shares296
Event2026-03-31
Filed2026-05-11
GS
0.00%GOLDMAN SACHS GROUP INC
Shares50
Event2026-03-31
Filed2026-05-11
XLK
0.00%SELECT SECTOR SPDR TR
Shares320
Event2026-03-31
Filed2026-05-11
ASG
0.00%LIBERTY ALL-STAR GROWTH FD I
Shares8.9K
Event2026-03-31
Filed2026-05-11
JMST
0.60%J P MORGAN EXCHANGE TRADED F
Shares833
Event2026-03-31
Filed2026-05-11
ACCENTURE PLC IRELAND
0.00%ACCENTURE PLC IRELAND
Shares210
Event2026-03-31
Filed2026-05-11
RIO
0.00%RIO TINTO PLC
Shares443
Event2026-03-31
Filed2026-05-11
APD
0.00%AIR PRODUCTS AND CHEMICALS I
Shares140
Event2026-03-31
Filed2026-05-11
SCHF
0.00%SCHWAB STRATEGIC TR
Shares1.6K
Event2026-03-31
Filed2026-05-11
ROK
0.00%ROCKWELL AUTOMATION INC
Shares112
Event2026-03-31
Filed2026-05-11
ELV
0.00%ELEVANCE HEALTH INC FORMERLY
Shares135
Event2026-03-31
Filed2026-05-11
CANADIAN PACIFIC KANSAS CITY
0.00%CANADIAN PACIFIC KANSAS CITY
Shares500
Event2026-03-31
Filed2026-05-11
GENERAL DYNAMICS CORP
0.00%GENERAL DYNAMICS CORP
Shares113
Event2026-03-31
Filed2026-05-11
HWM
0.00%HOWMET AEROSPACE INC
Shares166
Event2026-03-31
Filed2026-05-11
ZM
0.00%ZOOM COMMUNICATIONS INC
Shares476
Event2026-03-31
Filed2026-05-11
UHAL.B
0.00%U HAUL HOLDING COMPANY
Shares855
Event2026-03-31
Filed2026-05-11
ARKF
0.00%ARK ETF TR
Shares989
Event2026-03-31
Filed2026-05-11
EEM
0.00%ISHARES TR
Shares652
Event2026-03-31
Filed2026-05-11
ADBE
0.00%ADOBE INC
Shares151
Event2026-03-31
Filed2026-05-11
PBR
0.00%PETROLEO BRASILEIRO S A
Shares1.8K
Event2026-03-31
Filed2026-05-11
KR
0.00%KROGER CO
Shares500
Event2026-03-31
Filed2026-05-11
DOCN
0.00%DIGITALOCEAN HLDGS INC
Shares420
Event2026-03-31
Filed2026-05-11
THOMSON REUTERS CORP
0.00%THOMSON REUTERS CORP
Shares400
Event2026-03-31
Filed2026-05-11
WDAY
0.00%WORKDAY INC
Shares277
Event2026-03-31
Filed2026-05-11
TJX
0.00%TJX COS INC NEW
Shares224
Event2026-03-31
Filed2026-05-11
GMAB
0.00%GENMAB A/S
Shares1.3K
Event2026-03-31
Filed2026-05-11
CB
0.00%CHUBB LTD SWITZ
Shares109
Event2026-03-31
Filed2026-05-11
INVESCO EXCHANGE TRADED FD T
0.00%INVESCO EXCHANGE TRADED FD T
Shares185
Event2026-03-31
Filed2026-05-11
IYF
0.00%ISHARES TR
Shares301
Event2026-03-31
Filed2026-05-11
FNCL
0.40%FIDELITY COVINGTON TRUST
Shares505
Event2026-03-31
Filed2026-05-11
IXUS
0.00%ISHARES TR
Shares408
Event2026-03-31
Filed2026-05-11
FTCS
0.00%FIRST TR EXCHANGE-TRADED FD
Shares381
Event2026-03-31
Filed2026-05-11
FNDA
0.00%SCHWAB STRATEGIC TR
Shares1.1K
Event2026-03-31
Filed2026-05-11
COKE
0.00%COCA COLA CONS INC
Shares183
Event2026-03-31
Filed2026-05-11
MAS
0.00%MASCO CORP
Shares580
Event2026-03-31
Filed2026-05-11
CGGE
0.00%CAPITAL GROUP GLOBAL EQUITY
Shares1.1K
Event2026-03-31
Filed2026-05-11
IJJ
0.00%ISHARES TR
Shares262
Event2026-03-31
Filed2026-05-11
SU
0.00%SUNCOR ENERGY INC NEW
Shares524
Event2026-03-31
Filed2026-05-11
EWJ
0.00%ISHARES INC
Shares410
Event2026-03-31
Filed2026-05-11
NKE
0.31%NIKE INC
Shares641
Event2026-03-31
Filed2026-05-11
BSV
0.00%VANGUARD BD INDEX FDS
Shares427
Event2026-03-31
Filed2026-05-11
ITB
0.00%ISHARES TR
Shares365
Event2026-03-31
Filed2026-05-11
PRU
0.00%PRUDENTIAL FINL INC
Shares338
Event2026-03-31
Filed2026-05-11
FAST
0.57%FASTENAL CO
Shares707
Event2026-03-31
Filed2026-05-11
IYH
0.38%ISHARES TR
Shares528
Event2026-03-31
Filed2026-05-11
AFL
0.34%AFLAC INC
Shares293
Event2026-03-31
Filed2026-05-11
FLEX
0.00%FLEXTRONICS INTL LTD
Shares490
Event2026-03-31
Filed2026-05-11
UNILEVER PLC
0.00%UNILEVER PLC
Shares563
Event2026-03-31
Filed2026-05-11
BP
0.00%BP PLC
Shares680
Event2026-03-31
Filed2026-05-11
PIPER SANDLER COMPANIES
NewPIPER SANDLER COMPANIES
Shares412
Event2026-03-31
Filed2026-05-11
AVA
0.00%AVISTA CORP
Shares768
Event2026-03-31
Filed2026-05-11
ACWX
99.12%ISHARES TR
Shares450
Event2026-03-31
Filed2026-05-11
FI
0.00%FISERV INC
Shares550
Event2026-03-31
Filed2026-05-11
RDDT
0.00%REDDIT INC
Shares224
Event2026-03-31
Filed2026-05-11
SPSM
100.97%SPDR SERIES TRUST
Shares623
Event2026-03-31
Filed2026-05-11
UPS
19.61%UNITED PARCEL SVCS INC
Shares305
Event2026-03-31
Filed2026-05-11
GEHC
-16.70%GE HEALTHCARE TECHNOLOGIES I
Shares419
Event2026-03-31
Filed2026-05-11
FBT
0.00%FIRST TR EXCHANGE-TRADED FD
Shares148
Event2026-03-31
Filed2026-05-11
PNC
0.00%PNC FINL SVCS GROUP INC
Shares142
Event2026-03-31
Filed2026-05-11
PHM
0.00%PULTE GROUP INC
Shares250
Event2026-03-31
Filed2026-05-11
MOH
0.00%MOLINA HEALTHCARE INC
Shares220
Event2026-03-31
Filed2026-05-11
TFC
0.00%TRUIST FINL CORP
Shares637
Event2026-03-31
Filed2026-05-11
GSK PLC
0.00%GSK PLC
Shares517
Event2026-03-31
Filed2026-05-11
KURE
0.00%KRANESHARES TRUST
Shares1.7K
Event2026-03-31
Filed2026-05-11
VOOG
0.00%VANGUARD ADMIRAL FDS INC
Shares68
Event2026-03-31
Filed2026-05-11
PBE
0.00%INVESCO EXCHANGE TRADED FD T
Shares350
Event2026-03-31
Filed2026-05-11
EXC
0.90%EXELON CORP
Shares559
Event2026-03-31
Filed2026-05-11
CME
0.00%CME GROUP INC
Shares91
Event2026-03-31
Filed2026-05-11
MPWR
0.00%MONOLITHIC PWR SYS INC
Shares24
Event2026-03-31
Filed2026-05-11
TAK
0.00%TAKEDA PHARMACEUTICAL CO LTD
Shares1.4K
Event2026-03-31
Filed2026-05-11
BHP
0.00%BHP BILLITON LIMITED
Shares365
Event2026-03-31
Filed2026-05-11
FITB
0.00%FIFTH THIRD BANCORP
Shares571
Event2026-03-31
Filed2026-05-11
DNOV
0.00%FIRST TR EXCHNG TRADED FD VI
Shares550
Event2026-03-31
Filed2026-05-11
XLY
0.00%SELECT SECTOR SPDR TR
Shares240
Event2026-03-31
Filed2026-05-11
FMAT
0.22%FIDELITY COVINGTON TRUST
Shares448
Event2026-03-31
Filed2026-05-11
WDC
0.00%WESTERN DIGITAL CORP
Shares95
Event2026-03-31
Filed2026-05-11
IWY
0.00%ISHARES TR
Shares103
Event2026-03-31
Filed2026-05-11
DXCM
0.00%DEXCOM INC
Shares408
Event2026-03-31
Filed2026-05-11
RDVY
0.00%FIRST TR EXCHANGE TRADED FD
Shares375
Event2026-03-31
Filed2026-05-11
LOGI
0.00%LOGITECH INTL S A
Shares281
Event2026-03-31
Filed2026-05-11
U
0.00%UNITY SOFTWARE INC
Shares1.2K
Event2026-03-31
Filed2026-05-11
MKC
0.00%MCCORMICK & CO INC
Shares500
Event2026-03-31
Filed2026-05-11
KWEB
0.00%KRANESHARES TRUST
Shares883
Event2026-03-31
Filed2026-05-11
ILCB
0.36%ISHARES TR
Shares275
Event2026-03-31
Filed2026-05-11
AIEQ
0.00%AMPLIFY ETF TR
Shares565
Event2026-03-31
Filed2026-05-11
ORI
6.63%OLD REP INTL CORP
Shares611
Event2026-03-31
Filed2026-05-11
JMTG
1.08%J P MORGAN EXCHANGE TRADED F
Shares468
Event2026-03-31
Filed2026-05-11
SDVY
0.00%FIRST TR EXCHANGE TRADED FD
Shares600
Event2026-03-31
Filed2026-05-11
VERSANT MEDIA GROUP INC
NewVERSANT MEDIA GROUP INC
Shares622
Event2026-03-31
Filed2026-05-11
TD
0.00%TORONTO DOMINION BK ONT
Shares238
Event2026-03-31
Filed2026-05-11
CPNG
0.00%COUPANG INC
Shares1.2K
Event2026-03-31
Filed2026-05-11
CTVA
0.00%CORTEVA INC
Shares264
Event2026-03-31
Filed2026-05-11
TCOM
0.00%TRIP COM GROUP LTD
Shares434
Event2026-03-31
Filed2026-05-11
PFG
0.00%PRINCIPAL FINANCIAL GROUP IN
Shares238
Event2026-03-31
Filed2026-05-11
SAP
0.00%SAP SE
Shares125
Event2026-03-31
Filed2026-05-11
ALPS ETF TR
0.00%ALPS ETF TR
Shares521
Event2026-03-31
Filed2026-05-11
OWL
0.00%BLUE OWL CAPITAL INC
Shares2.3K
Event2026-03-31
Filed2026-05-11
MARVELL TECHNOLOGY INC
0.00%MARVELL TECHNOLOGY INC
Shares209
Event2026-03-31
Filed2026-05-11
KLAC
0.00%KLA CORP
Shares14
Event2026-03-31
Filed2026-05-11
HRL
0.00%HORMEL FOODS CORP
Shares900
Event2026-03-31
Filed2026-05-11
KMB
0.00%KIMBERLY-CLARK CORP
Shares210
Event2026-03-31
Filed2026-05-11
CYRX
0.00%CRYOPORT INC
Shares2.4K
Event2026-03-31
Filed2026-05-11
GLDM
0.00%WORLD GOLD TR
Shares217
Event2026-03-31
Filed2026-05-11
NUDV
NewNUSHARES ETF TR
Shares641
Event2026-03-31
Filed2026-05-11
SNDK
0.00%SANDISK CORP
Shares31
Event2026-03-31
Filed2026-05-11
FDX
0.00%FEDEX CORP
Shares55
Event2026-03-31
Filed2026-05-11
AN
0.00%AUTONATION INC
Shares100
Event2026-03-31
Filed2026-05-11
FEX
0.00%FIRST TR EXCHANGE-TRADED ALP
Shares160
Event2026-03-31
Filed2026-05-11
GMED
0.00%GLOBUS MED INC
Shares223
Event2026-03-31
Filed2026-05-11
FV
0.00%FIRST TR EXCHANGE TRADED FD
Shares317
Event2026-03-31
Filed2026-05-11
SUSA
0.00%ISHARES TR
Shares145
Event2026-03-31
Filed2026-05-11
GM
0.00%GENERAL MTRS CO
Shares255
Event2026-03-31
Filed2026-05-11
GBTC
0.00%GRAYSCALE BITCOIN TRUST ETF
Shares353
Event2026-03-31
Filed2026-05-11
IWV
0.00%ISHARES TR
Shares50
Event2026-03-31
Filed2026-05-11
FFTY
0.00%INNOVATOR ETFS TRUST
Shares554
Event2026-03-31
Filed2026-05-11
VTRS
0.00%VIATRIS INC
Shares1.4K
Event2026-03-31
Filed2026-05-11
PBW
0.17%INVESCO EXCHANGE TRADED FD T
Shares584
Event2026-03-31
Filed2026-05-11
CNP
0.00%CENTERPOINT ENERGY INC
Shares426
Event2026-03-31
Filed2026-05-11
SCHB
0.28%SCHWAB STRATEGIC TR
Shares725
Event2026-03-31
Filed2026-05-11
NXST
0.00%NEXSTAR MEDIA GROUP INC
Shares100
Event2026-03-31
Filed2026-05-11
COP
0.00%CONOCOPHILLIPS
Shares136
Event2026-03-31
Filed2026-05-11
AEP
0.00%AMERICAN ELEC PWR CO INC
Shares137
Event2026-03-31
Filed2026-05-11
AGG
-5.26%ISHARES TR
Shares180
Event2026-03-31
Filed2026-05-11
SCCO
0.00%SOUTHERN COPPER CORP
Shares103
Event2026-03-31
Filed2026-05-11
ARISTA NETWORKS INC
0.00%ARISTA NETWORKS INC
Shares144
Event2026-03-31
Filed2026-05-11
TSN
0.74%TYSON FOODS INC
Shares273
Event2026-03-31
Filed2026-05-11
BGRN
0.82%ISHARES TR
Shares367
Event2026-03-31
Filed2026-05-11
DVY
0.00%ISHARES TR
Shares115
Event2026-03-31
Filed2026-05-11
TXN
0.00%TEXAS INSTRS INC
Shares89
Event2026-03-31
Filed2026-05-11
OSK
0.85%OSHKOSH CORP
Shares118
Event2026-03-31
Filed2026-05-11
LUMN
0.00%LUMEN TECHNOLOGIES INC
Shares2.5K
Event2026-03-31
Filed2026-05-11
SIVR
NewABRDN SILVER ETF TRUST
Shares242
Event2026-03-31
Filed2026-05-11
DRI
0.00%DARDEN RESTAURANTS INC
Shares88
Event2026-03-31
Filed2026-05-11
BDX
1111.11%BECTON DICKINSON & CO
Shares109
Event2026-03-31
Filed2026-05-11
CELC
0.00%CELCUITY INC
Shares150
Event2026-03-31
Filed2026-05-11
PEG
0.00%PUBLIC SVC ENTERPRISE GROUP
Shares209
Event2026-03-31
Filed2026-05-11
FETH
0.00%FIDELITY ETHEREUM FD
Shares804
Event2026-03-31
Filed2026-05-11
CTSH
0.00%COGNIZANT TECHNOLOGY SOLUTIO
Shares272
Event2026-03-31
Filed2026-05-11
FNX
0.00%FIRST TR EXCHANGE-TRADED ALP
Shares130
Event2026-03-31
Filed2026-05-11
BBH
0.00%VANECK ETF TRUST
Shares88
Event2026-03-31
Filed2026-05-11
ZTS
0.00%ZOETIS INC
Shares139
Event2026-03-31
Filed2026-05-11
RPM
0.00%RPM INTL INC
Shares165
Event2026-03-31
Filed2026-05-11
TMUS
0.00%T-MOBILE US INC
Shares77
Event2026-03-31
Filed2026-05-11
PSX
0.00%PHILLIPS 66
Shares88
Event2026-03-31
Filed2026-05-11
SHW
-7.41%SHERWIN WILLIAMS CO
Shares50
Event2026-03-31
Filed2026-05-11
DEO
0.00%DIAGEO PLC
Shares215
Event2026-03-31
Filed2026-05-11
FIG
122.71%FIGMA INC
Shares755
Event2026-03-31
Filed2026-05-11
MO
0.83%ALTRIA GROUP INC
Shares242
Event2026-03-31
Filed2026-05-11
ADI
0.00%ANALOG DEVICES INC
Shares50
Event2026-03-31
Filed2026-05-11
LMT
0.00%LOCKHEED MARTIN CORP
Shares26
Event2026-03-31
Filed2026-05-11
AFK
0.00%VANECK ETF TRUST
Shares605
Event2026-03-31
Filed2026-05-11
SPYG
182.14%SPDR SERIES TRUST
Shares158
Event2026-03-31
Filed2026-05-11
QNITY ELECTRONICS INC
0.00%QNITY ELECTRONICS INC
Shares132
Event2026-03-31
Filed2026-05-11
IQLT
0.00%ISHARES TR
Shares328
Event2026-03-31
Filed2026-05-11
EWJV
0.00%ISHARES TR
Shares354
Event2026-03-31
Filed2026-05-11
FMDE
0.00%FIDELITY COVINGTON TRUST
Shares413
Event2026-03-31
Filed2026-05-11
VV
0.00%VANGUARD INDEX FDS
Shares49
Event2026-03-31
Filed2026-05-11
WMB
0.00%WILLIAMS COS INC
Shares200
Event2026-03-31
Filed2026-05-11
ES
0.00%EVERSOURCE ENERGY
Shares210
Event2026-03-31
Filed2026-05-11
WY
0.00%WEYERHAEUSER CO
Shares590
Event2026-03-31
Filed2026-05-11
SBUX
0.00%STARBUCKS CORP
Shares160
Event2026-03-31
Filed2026-05-11
XHB
0.00%SPDR SERIES TRUST
Shares144
Event2026-03-31
Filed2026-05-11
QTWO
0.00%Q2 HLDGS INC
Shares300
Event2026-03-31
Filed2026-05-11
IUSB
0.66%ISHARES TR
Shares307
Event2026-03-31
Filed2026-05-11
IDA
0.00%IDACORP INC
Shares99
Event2026-03-31
Filed2026-05-11
IR
0.00%INGERSOLL RAND INC
Shares176
Event2026-03-31
Filed2026-05-11
HERO
0.00%GLOBAL X FDS
Shares544
Event2026-03-31
Filed2026-05-11
FDL
0.00%FIRST TR EXCHANGE-TRADED FD
Shares275
Event2026-03-31
Filed2026-05-11
OTIS
0.00%OTIS WORLDWIDE CORP
Shares180
Event2026-03-31
Filed2026-05-11
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