The Analysis of FLAGSHIP HARBOR ADVISORS, LLC's Holdings & P&L


Currently, FLAGSHIP HARBOR ADVISORS, LLC holds 726 types of securities in its portfolio with a total value $2.3B. In the most recent quarter, they have increased their positions in SPYG (+1.3M shares, valued at $126.8M), SGOV (+144.3K shares, valued at $14.5M), SPBO (+393.7K shares, valued at $11.4M); decreased their positions in N/A (-61.0K shares, valued at $11.7M), XLV (-68.0K shares, valued at $10.0M), XLU (-178.2K shares, valued at $8.2M); initiated new positions in SPYG (+1.3M shares, valued at $126.8M), SPBO (+393.7K shares, valued at $11.4M), ALLW (+306.8K shares, valued at $8.9M).


1M P&L
+48.4M+2.21%
3M P&L
-22.0M-0.97%
HY P&L
+61.5M+2.82%

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/A1.6B
76.3%
2Semiconductors62.7M
2.9%
3Consumer Electronics48.3M
2.3%

Top Industries by Stock Count

1N/A397 stocks
58.5%
2Software - Infrastructure14 stocks
2.1%
3Asset Management12 stocks
1.8%
Stock Holdings
SPYG
SPDR SERIES TRUST
New
Shares1.3M
Event2026-03-31
Filed2026-04-28
SGOV
ISHARES TR
21.47%
Shares816.5K
Event2026-03-31
Filed2026-04-28
SPYV
SPDR SERIES TRUST
2.82%
Shares1.3M
Event2026-03-31
Filed2026-04-28
NVDA
NVIDIA CORPORATION
-1.11%
Shares283.5K
Event2026-03-31
Filed2026-04-28
AAPL
APPLE INC
0.17%
Shares190.4K
Event2026-03-31
Filed2026-04-28
SPY
STATE STR SPDR S&P 500 ETF T
0.29%
Shares69.3K
Event2026-03-31
Filed2026-04-28
SPYM
SPDR SERIES TRUST
5.73%
Shares571.8K
Event2026-03-31
Filed2026-04-28
VTI
VANGUARD INDEX FDS
-0.50%
Shares132.4K
Event2026-03-31
Filed2026-04-28
IUSV
ISHARES TR
-6.41%
Shares407.9K
Event2026-03-31
Filed2026-04-28
AGG
ISHARES TR
-12.41%
Shares375.8K
Event2026-03-31
Filed2026-04-28
AMZN
AMAZON COM INC
0.12%
Shares156.1K
Event2026-03-31
Filed2026-04-28
JPST
J P MORGAN EXCHANGE TRADED F
29.46%
Shares640.8K
Event2026-03-31
Filed2026-04-28
MSFT
MICROSOFT CORP
10.19%
Shares62.9K
Event2026-03-31
Filed2026-04-28
DIVI
FRANKLIN TEMPLETON ETF TR
3.03%
Shares567.8K
Event2026-03-31
Filed2026-04-28
CLSE
TRUST FOR PROFESSIONAL MANAG
8.13%
Shares762.8K
Event2026-03-31
Filed2026-04-28
VIG
VANGUARD SPECIALIZED FUNDS
-0.24%
Shares87.4K
Event2026-03-31
Filed2026-04-28
BUFR
FIRST TR EXCHNG TRADED FD VI
4.49%
Shares552.9K
Event2026-03-31
Filed2026-04-28
CGBL
CAPITAL GROUP CORE BALANCED
81.95%
Shares516.9K
Event2026-03-31
Filed2026-04-28
SPEM
SPDR INDEX SHS FDS
24.91%
Shares378.8K
Event2026-03-31
Filed2026-04-28
IVV
ISHARES TR
14.94%
Shares27.2K
Event2026-03-31
Filed2026-04-28
ALPHABET INC
ALPHABET INC
3.84%
Shares61.8K
Event2026-03-31
Filed2026-04-28
SPSM
SPDR SERIES TRUST
-15.58%
Shares359.1K
Event2026-03-31
Filed2026-04-28
VANGUARD INDEX FDS
VANGUARD INDEX FDS
6.02%
Shares28.9K
Event2026-03-31
Filed2026-04-28
SPTI
SPDR SERIES TRUST
-0.73%
Shares584.1K
Event2026-03-31
Filed2026-04-28
ALPHABET INC
ALPHABET INC
1.51%
Shares53.9K
Event2026-03-31
Filed2026-04-28
BROADCOM INC
BROADCOM INC
-0.31%
Shares49.3K
Event2026-03-31
Filed2026-04-28
FTSM
FIRST TR EXCHANGE-TRADED FD
2.94%
Shares250.1K
Event2026-03-31
Filed2026-04-28
JPM
JPMORGAN CHASE & CO
2.07%
Shares49.6K
Event2026-03-31
Filed2026-04-28
INVESCO QQQ TR
INVESCO QQQ TR
-1.77%
Shares25.1K
Event2026-03-31
Filed2026-04-28
WTV
WISDOMTREE TR
6.54%
Shares151.6K
Event2026-03-31
Filed2026-04-28
TSLA
TESLA INC
1.82%
Shares38.5K
Event2026-03-31
Filed2026-04-28
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
0.65%
Shares28.2K
Event2026-03-31
Filed2026-04-28
XLK
SELECT SECTOR SPDR TR
131.12%
Shares97.8K
Event2026-03-31
Filed2026-04-28
CNEQ
THE ALGER ETF TRUST
6.20%
Shares411.1K
Event2026-03-31
Filed2026-04-28
ITOT
ISHARES TR
412.56%
Shares87.2K
Event2026-03-31
Filed2026-04-28
IJH
ISHARES TR
9.92%
Shares183.8K
Event2026-03-31
Filed2026-04-28
META
META PLATFORMS INC
-0.48%
Shares21.4K
Event2026-03-31
Filed2026-04-28
GLD
SPDR GOLD TR
7.64%
Shares27.6K
Event2026-03-31
Filed2026-04-28
XLP
SELECT SECTOR SPDR TR
1002.20%
Shares143.1K
Event2026-03-31
Filed2026-04-28
VUG
VANGUARD INDEX FDS
-2.32%
Shares26.8K
Event2026-03-31
Filed2026-04-28
V
VISA INC
0.31%
Shares38.7K
Event2026-03-31
Filed2026-04-28
SPBO
SPDR SERIES TRUST
New
Shares393.7K
Event2026-03-31
Filed2026-04-28
RDVY
FIRST TR EXCHANGE TRADED FD
1.98%
Shares165.8K
Event2026-03-31
Filed2026-04-28
XLF
SELECT SECTOR SPDR TR
-3.84%
Shares228.8K
Event2026-03-31
Filed2026-04-28
SPGP
INVESCO EXCHANGE TRADED FD T
13.86%
Shares104.9K
Event2026-03-31
Filed2026-04-28
SPIB
SPDR SERIES TRUST
10.04%
Shares330.5K
Event2026-03-31
Filed2026-04-28
VYM
VANGUARD WHITEHALL FDS
0.64%
Shares74.4K
Event2026-03-31
Filed2026-04-28
CGDV
CAPITAL GROUP DIVIDEND VALUE
15.95%
Shares240.5K
Event2026-03-31
Filed2026-04-28
SPDW
SPDR INDEX SHS FDS
1.74%
Shares222.7K
Event2026-03-31
Filed2026-04-28
IGR
CBRE GBL REAL ESTATE INC FD
12.76%
Shares2.2M
Event2026-03-31
Filed2026-04-28
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-54.68%
Shares50.6K
Event2026-03-31
Filed2026-04-28
GSY
INVESCO ACTIVELY MANAGED EXC
1.32%
Shares189.3K
Event2026-03-31
Filed2026-04-28
CGGR
CAPITAL GROUP GROWTH ETF
7.39%
Shares235.4K
Event2026-03-31
Filed2026-04-28
ICLO
INVESCO ACTIVELY MANAGED EXC
21.14%
Shares370.8K
Event2026-03-31
Filed2026-04-28
VB
VANGUARD INDEX FDS
-0.16%
Shares35.8K
Event2026-03-31
Filed2026-04-28
XLB
SELECT SECTOR SPDR TR
2.60%
Shares187.0K
Event2026-03-31
Filed2026-04-28
BIL
SPDR SERIES TRUST
-27.22%
Shares101.9K
Event2026-03-31
Filed2026-04-28
DGRW
WISDOMTREE TR
-8.91%
Shares104.4K
Event2026-03-31
Filed2026-04-28
VFLO
VICTORY PORTFOLIOS II
6.85%
Shares228.3K
Event2026-03-31
Filed2026-04-28
JHMB
JOHN HANCOCK EXCHANGE TRADED
20.98%
Shares408.0K
Event2026-03-31
Filed2026-04-28
NFLX
NETFLIX INC.
-0.73%
Shares93.4K
Event2026-03-31
Filed2026-04-28
XLU
SELECT SECTOR SPDR TR
-47.74%
Shares195.0K
Event2026-03-31
Filed2026-04-28
XOM
EXXON MOBIL CORP
2.89%
Shares52.4K
Event2026-03-31
Filed2026-04-28
ALLW
SSGA ACTIVE TR
New
Shares306.8K
Event2026-03-31
Filed2026-04-28
USFR
WISDOMTREE TR
-16.07%
Shares174.3K
Event2026-03-31
Filed2026-04-28
SPMB
SPDR SERIES TRUST
-16.25%
Shares390.5K
Event2026-03-31
Filed2026-04-28
VTV
VANGUARD INDEX FDS
12.62%
Shares43.7K
Event2026-03-31
Filed2026-04-28
CEF
SPROTT ASSET MANAGEMENT LP
-1.33%
Shares178.9K
Event2026-03-31
Filed2026-04-28
RING
ISHARES INC
New
Shares105.3K
Event2026-03-31
Filed2026-04-28
PAAA
PGIM ETF TR
-3.94%
Shares161.3K
Event2026-03-31
Filed2026-04-28
ICSH
ISHARES TR
14.26%
Shares163.0K
Event2026-03-31
Filed2026-04-28
IXUS
ISHARES TR
230.13%
Shares92.6K
Event2026-03-31
Filed2026-04-28
IJR
ISHARES TR
4.08%
Shares63.1K
Event2026-03-31
Filed2026-04-28
SPIP
SPDR SERIES TRUST
104.77%
Shares299.2K
Event2026-03-31
Filed2026-04-28
ECAT
BLACKROCK ESG CAP ALLC TERM
531.38%
Shares558.5K
Event2026-03-31
Filed2026-04-28
PULS
PGIM ETF TR
19.56%
Shares151.4K
Event2026-03-31
Filed2026-04-28
JNJ
JOHNSON & JOHNSON
3.96%
Shares30.6K
Event2026-03-31
Filed2026-04-28
SCHD
SCHWAB STRATEGIC TR
12.57%
Shares234.9K
Event2026-03-31
Filed2026-04-28
PDBA
INVESCO ACTVELY MNGD ETC FD
New
Shares196.7K
Event2026-03-31
Filed2026-04-28
VV
VANGUARD INDEX FDS
1.08%
Shares23.6K
Event2026-03-31
Filed2026-04-28
AIRR
FIRST TR EXCHANGE TRADED FD
-12.76%
Shares63.3K
Event2026-03-31
Filed2026-04-28
BSTZ
BLACKROCK SCIENCE & TECHNOLO
-0.19%
Shares315.2K
Event2026-03-31
Filed2026-04-28
WMT
WALMART INC
-0.34%
Shares55.0K
Event2026-03-31
Filed2026-04-28
JSI
JANUS DETROIT STR TR
19.07%
Shares128.9K
Event2026-03-31
Filed2026-04-28
QTUM
ETF SER SOLUTIONS
6.69%
Shares60.9K
Event2026-03-31
Filed2026-04-28
BBY
BEST BUY INC
0.00%
Shares101.1K
Event2026-03-31
Filed2026-04-28
BUFQ
FIRST TR EXCHNG TRADED FD VI
-10.72%
Shares181.4K
Event2026-03-31
Filed2026-04-28
ABBV
ABBVIE INC
-0.61%
Shares29.0K
Event2026-03-31
Filed2026-04-28
SPTM
SPDR SERIES TRUST
11.28%
Shares79.0K
Event2026-03-31
Filed2026-04-28
HQL
ABRDN LIFE SCIENCES INVESTOR
5.32%
Shares382.7K
Event2026-03-31
Filed2026-04-28
CVX
CHEVRON CORPORATION
-0.12%
Shares29.6K
Event2026-03-31
Filed2026-04-28
CDX
SIMPLIFY EXCHANGE TRADED FUN
13.60%
Shares286.3K
Event2026-03-31
Filed2026-04-28
MERCK & CO INC
MERCK & CO INC
-6.33%
Shares50.7K
Event2026-03-31
Filed2026-04-28
RMT
ROYCE MICRO-CAP TR INC
0.12%
Shares528.4K
Event2026-03-31
Filed2026-04-28
PG
PROCTER & GAMBLE CO
1.09%
Shares41.1K
Event2026-03-31
Filed2026-04-28
GLDM
WORLD GOLD TR
4.87%
Shares63.6K
Event2026-03-31
Filed2026-04-28
COWG
PACER FDS TR
17.87%
Shares173.2K
Event2026-03-31
Filed2026-04-28
VXUS
VANGUARD STAR FDS
-0.45%
Shares74.0K
Event2026-03-31
Filed2026-04-28
PPA
INVESCO EXCHANGE TRADED FD T
-7.86%
Shares34.4K
Event2026-03-31
Filed2026-04-28
QQQM
INVESCO EXCH TRADED FD TR II
13.80%
Shares23.2K
Event2026-03-31
Filed2026-04-28
XMMO
INVESCO EXCHANGE TRADED FD T
10.21%
Shares37.9K
Event2026-03-31
Filed2026-04-28
SDY
SPDR SERIES TRUST
-5.06%
Shares36.6K
Event2026-03-31
Filed2026-04-28
SHOP
SHOPIFY INC
2.65%
Shares44.1K
Event2026-03-31
Filed2026-04-28
FDVV
FIDELITY COVINGTON TRUST
-16.93%
Shares93.5K
Event2026-03-31
Filed2026-04-28
SPHD
INVESCO EXCH TRADED FD TR II
696.68%
Shares100.9K
Event2026-03-31
Filed2026-04-28
HD
HOME DEPOT INC
1.36%
Shares15.2K
Event2026-03-31
Filed2026-04-28
SPMD
SPDR SERIES TRUST
13.14%
Shares83.8K
Event2026-03-31
Filed2026-04-28
SPHQ
INVESCO EXCHANGE TRADED FD T
-1.51%
Shares66.0K
Event2026-03-31
Filed2026-04-28
COST
COSTCO WHOLESALE CORPORATION
-3.26%
Shares4.9K
Event2026-03-31
Filed2026-04-28
HDV
ISHARES TR
-2.85%
Shares35.4K
Event2026-03-31
Filed2026-04-28
TMSL
T ROWE PRICE ETF INC
1.78%
Shares130.2K
Event2026-03-31
Filed2026-04-28
XLE
SELECT SECTOR SPDR TR
-15.15%
Shares77.9K
Event2026-03-31
Filed2026-04-28
RTX
RTX CORPORATION
3.60%
Shares24.7K
Event2026-03-31
Filed2026-04-28
FBND
FIDELITY MERRIMACK STR TR
11.92%
Shares103.7K
Event2026-03-31
Filed2026-04-28
SMOG
VANECK ETF TRUST
-2.03%
Shares33.8K
Event2026-03-31
Filed2026-04-28
VCSH
VANGUARD SCOTTSDALE FDS
48.19%
Shares58.8K
Event2026-03-31
Filed2026-04-28
HON
HONEYWELL INTL INC
3.33%
Shares20.6K
Event2026-03-31
Filed2026-04-28
QUAL
ISHARES TR
2.10%
Shares24.0K
Event2026-03-31
Filed2026-04-28
BGY
BLACKROCK ENHANCED INTL DIV
-1.04%
Shares830.5K
Event2026-03-31
Filed2026-04-28
AVLV
AMERICAN CENTY ETF TR
0.65%
Shares55.1K
Event2026-03-31
Filed2026-04-28
MU
MICRON TECHNOLOGY INC
-3.44%
Shares13.0K
Event2026-03-31
Filed2026-04-28
LLY
ELI LILLY & CO
-1.67%
Shares4.7K
Event2026-03-31
Filed2026-04-28
QGRO
AMERICAN CENTY ETF TR
-12.25%
Shares40.5K
Event2026-03-31
Filed2026-04-28
RSPA
INVESCO ACTIVELY MANAGED EXC
32.43%
Shares84.3K
Event2026-03-31
Filed2026-04-28
KYN
KAYNE ANDERSON ENERGY INFRST
2.66%
Shares288.0K
Event2026-03-31
Filed2026-04-28
VO
VANGUARD INDEX FDS
8.41%
Shares14.1K
Event2026-03-31
Filed2026-04-28
MA
MASTERCARD INCORPORATED
2.52%
Shares8.1K
Event2026-03-31
Filed2026-04-28
UCON
FIRST TR EXCHNG TRADED FD VI
1.83%
Shares158.4K
Event2026-03-31
Filed2026-04-28
USMV
ISHARES TR
-3.34%
Shares42.2K
Event2026-03-31
Filed2026-04-28
EFG
ISHARES TR
80.16%
Shares34.7K
Event2026-03-31
Filed2026-04-28
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
-0.76%
Shares49.5K
Event2026-03-31
Filed2026-04-28
DGRO
ISHARES TR
4.57%
Shares51.4K
Event2026-03-31
Filed2026-04-28
FDD
FIRST TR EXCHANGE-TRADED FD
-5.68%
Shares201.8K
Event2026-03-31
Filed2026-04-28
DIVB
ISHARES TR
25.20%
Shares66.2K
Event2026-03-31
Filed2026-04-28
DYNF
BLACKROCK ETF TRUST
-7.43%
Shares61.3K
Event2026-03-31
Filed2026-04-28
TBIL
RBB FD INC
-32.80%
Shares71.1K
Event2026-03-31
Filed2026-04-28
ETO
EATON VANCE TAX-ADVANTAGED G
1.44%
Shares133.1K
Event2026-03-31
Filed2026-04-28
STEW
SRH TOTAL RETURN FUND INC
-0.55%
Shares207.2K
Event2026-03-31
Filed2026-04-28
IEFA
ISHARES TR
New
Shares39.0K
Event2026-03-31
Filed2026-04-28
UNH
UNITEDHEALTH GROUP INC
14.05%
Shares12.9K
Event2026-03-31
Filed2026-04-28
QGRW
WISDOMTREE TR
3.56%
Shares63.5K
Event2026-03-31
Filed2026-04-28
XLV
SELECT SECTOR SPDR TR
-74.62%
Shares23.1K
Event2026-03-31
Filed2026-04-28
VEU
VANGUARD INTL EQUITY INDEX F
2.81%
Shares44.8K
Event2026-03-31
Filed2026-04-28
SMH
VANECK ETF TRUST
-11.33%
Shares8.8K
Event2026-03-31
Filed2026-04-28
SPHY
SPDR SERIES TRUST
-4.46%
Shares144.0K
Event2026-03-31
Filed2026-04-28
EPD
ENTERPRISE PRODS PARTNERS L
1.78%
Shares86.2K
Event2026-03-31
Filed2026-04-28
VOOV
VANGUARD ADMIRAL FDS INC
2.32%
Shares15.8K
Event2026-03-31
Filed2026-04-28
VZ
VERIZON COMMUNICATIONS INC
4.03%
Shares64.1K
Event2026-03-31
Filed2026-04-28
COP
CONOCOPHILLIPS
-5.46%
Shares23.9K
Event2026-03-31
Filed2026-04-28
CAT
CATERPILLAR INC
11.70%
Shares4.4K
Event2026-03-31
Filed2026-04-28
SIHY
HARBOR ETF TRUST
0.69%
Shares70.2K
Event2026-03-31
Filed2026-04-28
AMD
ADVANCED MICRO DEVICES INC
4.15%
Shares15.2K
Event2026-03-31
Filed2026-04-28
IWF
ISHARES TR
35.61%
Shares7.1K
Event2026-03-31
Filed2026-04-28
GE AEROSPACE
GE AEROSPACE
-9.26%
Shares10.5K
Event2026-03-31
Filed2026-04-28
EMF
TEMPLETON EMERGING MKTS FD
7.22%
Shares167.8K
Event2026-03-31
Filed2026-04-28
IBM
INTERNATIONAL BUSINESS MACHS
-2.73%
Shares12.0K
Event2026-03-31
Filed2026-04-28
MBB
ISHARES TR
6.28%
Shares30.6K
Event2026-03-31
Filed2026-04-28
XLI
SELECT SECTOR SPDR TR
-11.05%
Shares17.7K
Event2026-03-31
Filed2026-04-28
TRPA
HARTFORD FDS EXCHANGE TRADED
3.02%
Shares73.5K
Event2026-03-31
Filed2026-04-28
TMO
THERMO FISHER SCIENTIFIC INC
-0.26%
Shares5.7K
Event2026-03-31
Filed2026-04-28
VGSH
VANGUARD SCOTTSDALE FDS
122.59%
Shares47.6K
Event2026-03-31
Filed2026-04-28
EFV
ISHARES TR
-2.43%
Shares37.3K
Event2026-03-31
Filed2026-04-28
MGK
VANGUARD WORLD FD
-25.60%
Shares7.4K
Event2026-03-31
Filed2026-04-28
SLV
ISHARES SILVER TR
1.38%
Shares39.6K
Event2026-03-31
Filed2026-04-28
QUS
SPDR SERIES TRUST
-3.49%
Shares15.6K
Event2026-03-31
Filed2026-04-28
KO
COCA COLA CO
3.24%
Shares35.1K
Event2026-03-31
Filed2026-04-28
GSEW
GOLDMAN SACHS ETF TR
New
Shares30.9K
Event2026-03-31
Filed2026-04-28
COWZ
PACER FDS TR
9.85%
Shares41.4K
Event2026-03-31
Filed2026-04-28
GEV
GE VERNOVA INC
14.34%
Shares2.9K
Event2026-03-31
Filed2026-04-28
SLYG
SPDR SERIES TRUST
17.76%
Shares26.0K
Event2026-03-31
Filed2026-04-28
ILCG
ISHARES TR
11.41%
Shares26.3K
Event2026-03-31
Filed2026-04-28
TJX
TJX COS INC NEW
5.93%
Shares15.5K
Event2026-03-31
Filed2026-04-28
BLACKSTONE INC
BLACKSTONE INC
-6.27%
Shares21.5K
Event2026-03-31
Filed2026-04-28
YEAR
AB ACTIVE ETFS INC
0.25%
Shares48.5K
Event2026-03-31
Filed2026-04-28
FLLA
FRANKLIN TEMPLETON ETF TR
New
Shares86.5K
Event2026-03-31
Filed2026-04-28
PKW
INVESCO EXCHANGE TRADED FD T
0.00%
Shares18.3K
Event2026-03-31
Filed2026-04-28
NEE
NEXTERA ENERGY INC
-2.62%
Shares25.9K
Event2026-03-31
Filed2026-04-28
FV
FIRST TR EXCHANGE TRADED FD
145.31%
Shares39.7K
Event2026-03-31
Filed2026-04-28
VEA
VANGUARD TAX-MANAGED FDS
-1.59%
Shares37.4K
Event2026-03-31
Filed2026-04-28
EMXC
ISHARES INC
7.55%
Shares30.1K
Event2026-03-31
Filed2026-04-28
PLTR
PALANTIR TECHNOLOGIES INC
2.36%
Shares16.1K
Event2026-03-31
Filed2026-04-28
ORCL
ORACLE CORP
10.89%
Shares15.9K
Event2026-03-31
Filed2026-04-28
DHR
DANAHER CORP DEL
2.90%
Shares12.2K
Event2026-03-31
Filed2026-04-28
VNQ
VANGUARD INDEX FDS
-0.65%
Shares25.8K
Event2026-03-31
Filed2026-04-28
BABA
ALIBABA GROUP HLDG LTD
-3.82%
Shares18.2K
Event2026-03-31
Filed2026-04-28
UBER
UBER TECHNOLOGIES INC
5.08%
Shares31.4K
Event2026-03-31
Filed2026-04-28
LMT
LOCKHEED MARTIN CORP
8.24%
Shares3.7K
Event2026-03-31
Filed2026-04-28
MTUM
ISHARES TR
0.46%
Shares9.3K
Event2026-03-31
Filed2026-04-28
FEZ
SPDR INDEX SHS FDS
32.83%
Shares35.8K
Event2026-03-31
Filed2026-04-28
FTNT
FORTINET INC
-2.71%
Shares27.0K
Event2026-03-31
Filed2026-04-28
CSCO
CISCO SYS INC
2.14%
Shares28.1K
Event2026-03-31
Filed2026-04-28
AVUV
AMERICAN CENTY ETF TR
1.61%
Shares19.3K
Event2026-03-31
Filed2026-04-28
FVD
FIRST TR EXCHANGE-TRADED FD
18.78%
Shares44.9K
Event2026-03-31
Filed2026-04-28
AXP
AMERICAN EXPRESS CO
-6.69%
Shares6.8K
Event2026-03-31
Filed2026-04-28
VLO
VALERO ENERGY CORP
-2.89%
Shares8.3K
Event2026-03-31
Filed2026-04-28
DVY
ISHARES TR
-0.20%
Shares13.4K
Event2026-03-31
Filed2026-04-28
PFE
PFIZER INC
-3.52%
Shares71.6K
Event2026-03-31
Filed2026-04-28
VONE
VANGUARD SCOTTSDALE FDS
New
Shares6.8K
Event2026-03-31
Filed2026-04-28
DIS
DISNEY WALT CO
-3.48%
Shares20.7K
Event2026-03-31
Filed2026-04-28
MUB
ISHARES TR
7.19%
Shares18.8K
Event2026-03-31
Filed2026-04-28
T
AT&T INC
-2.50%
Shares67.8K
Event2026-03-31
Filed2026-04-28
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-0.63%
Shares42.0K
Event2026-03-31
Filed2026-04-28
AMAT
APPLIED MATLS INC
-1.20%
Shares5.7K
Event2026-03-31
Filed2026-04-28
CVS
CVS HEALTH CORP
-1.45%
Shares26.9K
Event2026-03-31
Filed2026-04-28
VGT
VANGUARD WORLD FD
6.33%
Shares2.8K
Event2026-03-31
Filed2026-04-28
SPAB
SPDR SERIES TRUST
0.28%
Shares74.6K
Event2026-03-31
Filed2026-04-28
FNDX
SCHWAB STRATEGIC TR
-2.16%
Shares67.6K
Event2026-03-31
Filed2026-04-28
IUSG
ISHARES TR
-1.48%
Shares12.1K
Event2026-03-31
Filed2026-04-28
BAC
BANK AMERICA CORP
7.90%
Shares38.1K
Event2026-03-31
Filed2026-04-28
GTO
INVESCO ACTIVELY MANAGED EXC
2.63%
Shares39.5K
Event2026-03-31
Filed2026-04-28
VYMI
VANGUARD WHITEHALL FDS
14.00%
Shares19.5K
Event2026-03-31
Filed2026-04-28
NOBL
PROSHARES TR
-0.82%
Shares17.2K
Event2026-03-31
Filed2026-04-28
EFA
ISHARES TR
86.37%
Shares18.7K
Event2026-03-31
Filed2026-04-28
SFLR
INNOVATOR ETFS TRUST
-19.59%
Shares51.4K
Event2026-03-31
Filed2026-04-28
BMY
BRISTOL-MYERS SQUIBB CO
-4.01%
Shares29.8K
Event2026-03-31
Filed2026-04-28
SPGM
SPDR INDEX SHS FDS
0.77%
Shares23.7K
Event2026-03-31
Filed2026-04-28
VTIP
VANGUARD MALVERN FDS
-3.62%
Shares35.4K
Event2026-03-31
Filed2026-04-28
PEP
PEPSICO INC
-4.00%
Shares11.3K
Event2026-03-31
Filed2026-04-28
FLRN
SPDR SERIES TRUST
-0.98%
Shares56.7K
Event2026-03-31
Filed2026-04-28
DSTL
ETF SER SOLUTIONS
0.80%
Shares30.1K
Event2026-03-31
Filed2026-04-28
ILCV
ISHARES TR
-0.65%
Shares18.6K
Event2026-03-31
Filed2026-04-28
BLCR
BLACKROCK ETF TRUST
New
Shares41.9K
Event2026-03-31
Filed2026-04-28
JGRO
J P MORGAN EXCHANGE TRADED F
6.89%
Shares20.3K
Event2026-03-31
Filed2026-04-28
VUSB
VANGUARD BD INDEX FDS
-2.18%
Shares34.5K
Event2026-03-31
Filed2026-04-28
FENI
FIDELITY COVINGTON TRUST
9.22%
Shares45.5K
Event2026-03-31
Filed2026-04-28
GIGB
GOLDMAN SACHS ETF TR
0.17%
Shares36.7K
Event2026-03-31
Filed2026-04-28
NLR
VANECK ETF TRUST
1.58%
Shares12.6K
Event2026-03-31
Filed2026-04-28
EEM
ISHARES TR
54.55%
Shares29.4K
Event2026-03-31
Filed2026-04-28
EZM
WISDOMTREE TR
0.00%
Shares24.7K
Event2026-03-31
Filed2026-04-28
ITA
ISHARES TR
-15.24%
Shares7.6K
Event2026-03-31
Filed2026-04-28
XLRE
SELECT SECTOR SPDR TR
-5.04%
Shares40.5K
Event2026-03-31
Filed2026-04-28
SPOT
SPOTIFY TECHNOLOGY S A
1.49%
Shares3.4K
Event2026-03-31
Filed2026-04-28
ASML
ASML HLDG NV
0.40%
Shares1.2K
Event2026-03-31
Filed2026-04-28
HEFA
ISHARES TR
271.21%
Shares38.6K
Event2026-03-31
Filed2026-04-28
VTHR
VANGUARD SCOTTSDALE FDS
1.24%
Shares5.7K
Event2026-03-31
Filed2026-04-28
BAI
BLACKROCK ETF TRUST
5.12%
Shares48.8K
Event2026-03-31
Filed2026-04-28
THE CIGNA GROUP
THE CIGNA GROUP
0.55%
Shares6.0K
Event2026-03-31
Filed2026-04-28
VWO
VANGUARD INTL EQUITY INDEX F
-0.98%
Shares29.6K
Event2026-03-31
Filed2026-04-28
OILK
PROSHARES TR
New
Shares29.4K
Event2026-03-31
Filed2026-04-28
MO
ALTRIA GROUP INC
0.77%
Shares23.9K
Event2026-03-31
Filed2026-04-28
MCD
MCDONALDS CORP
5.44%
Shares5.1K
Event2026-03-31
Filed2026-04-28
TEI
TEMPLETON EMERGING MKTS INCO
0.35%
Shares261.3K
Event2026-03-31
Filed2026-04-28
NOW
SERVICENOW INC
13.38%
Shares14.7K
Event2026-03-31
Filed2026-04-28
BSX
BOSTON SCIENTIFIC CORP
54.65%
Shares24.2K
Event2026-03-31
Filed2026-04-28
THRO
BLACKROCK ETF TRUST
4.83%
Shares41.8K
Event2026-03-31
Filed2026-04-28
VT
VANGUARD INTL EQUITY INDEX F
-1.49%
Shares10.9K
Event2026-03-31
Filed2026-04-28
ADBE
ADOBE INC
New
Shares6.2K
Event2026-03-31
Filed2026-04-28
FRTY
THE ALGER ETF TRUST
-9.35%
Shares77.4K
Event2026-03-31
Filed2026-04-28
IWL
ISHARES TR
105.68%
Shares9.4K
Event2026-03-31
Filed2026-04-28
BLACKROCK INC
BLACKROCK INC
5.57%
Shares1.6K
Event2026-03-31
Filed2026-04-28
ABT
ABBOTT LABORATORIES
2.18%
Shares14.4K
Event2026-03-31
Filed2026-04-28
CRWD
CROWDSTRIKE HLDGS INC
5.02%
Shares3.8K
Event2026-03-31
Filed2026-04-28
CRM
SALESFORCE INC
-29.97%
Shares7.9K
Event2026-03-31
Filed2026-04-28
PDBC
INVESCO ACTVELY MNGD ETC FD
1.81%
Shares83.6K
Event2026-03-31
Filed2026-04-28
SPSB
SPDR SERIES TRUST
1.47%
Shares48.0K
Event2026-03-31
Filed2026-04-28
BKNG
BOOKING HOLDINGS INC
14.81%
Shares341
Event2026-03-31
Filed2026-04-28
AFK
VANECK ETF TRUST
New
Shares55.1K
Event2026-03-31
Filed2026-04-28
BSV
VANGUARD BD INDEX FDS
22.97%
Shares18.1K
Event2026-03-31
Filed2026-04-28
ALPS ETF TR
ALPS ETF TR
25.25%
Shares25.2K
Event2026-03-31
Filed2026-04-28
WPM
WHEATON PRECIOUS METALS CORP
-1.59%
Shares10.7K
Event2026-03-31
Filed2026-04-28
VCIT
VANGUARD SCOTTSDALE FDS
1.13%
Shares16.8K
Event2026-03-31
Filed2026-04-28
ADI
ANALOG DEVICES INC
4.92%
Shares4.4K
Event2026-03-31
Filed2026-04-28
DSI
ISHARES TR
4.76%
Shares11.3K
Event2026-03-31
Filed2026-04-28
BND
VANGUARD BD INDEX FDS
1.94%
Shares18.6K
Event2026-03-31
Filed2026-04-28
MS
MORGAN STANLEY
75.38%
Shares8.3K
Event2026-03-31
Filed2026-04-28
SDVY
FIRST TR EXCHANGE TRADED FD
3.60%
Shares34.2K
Event2026-03-31
Filed2026-04-28
IOO
ISHARES TR
-0.46%
Shares11.1K
Event2026-03-31
Filed2026-04-28
GS
GOLDMAN SACHS GROUP INC
-3.63%
Shares1.6K
Event2026-03-31
Filed2026-04-28
USTB
VICTORY PORTFOLIOS II
24.36%
Shares26.5K
Event2026-03-31
Filed2026-04-28
IEMG
ISHARES INC
4.68%
Shares19.0K
Event2026-03-31
Filed2026-04-28
XPO
XPO INC
-4.22%
Shares6.8K
Event2026-03-31
Filed2026-04-28
TCAF
T ROWE PRICE ETF INC
New
Shares36.9K
Event2026-03-31
Filed2026-04-28
UPS
UNITED PARCEL SVCS INC
0.40%
Shares13.3K
Event2026-03-31
Filed2026-04-28
SPGI
S&P GLOBAL INC
13.12%
Shares3.0K
Event2026-03-31
Filed2026-04-28
MLPX
GLOBAL X FDS
0.66%
Shares17.4K
Event2026-03-31
Filed2026-04-28
AMT
AMERICAN TOWER CORP
-7.16%
Shares7.5K
Event2026-03-31
Filed2026-04-28
NPCT
NUVEEN CORE PLUS IMPACT FUND
-0.56%
Shares125.1K
Event2026-03-31
Filed2026-04-28
FELC
FIDELITY COVINGTON TRUST
3.70%
Shares34.9K
Event2026-03-31
Filed2026-04-28
SCHF
SCHWAB STRATEGIC TR
-2.97%
Shares50.4K
Event2026-03-31
Filed2026-04-28
PROFESIONALLY MANAGED PORTFO
PROFESIONALLY MANAGED PORTFO
-25.81%
Shares23.4K
Event2026-03-31
Filed2026-04-28
CITIGROUP INC
CITIGROUP INC
14.95%
Shares10.9K
Event2026-03-31
Filed2026-04-28
CIBR
FIRST TR EXCHANGE-TRADED FD
6.51%
Shares19.5K
Event2026-03-31
Filed2026-04-28
DIA
STATE STR SPDR DOW JONES IND
5.62%
Shares2.6K
Event2026-03-31
Filed2026-04-28
PSX
PHILLIPS 66
-2.05%
Shares6.7K
Event2026-03-31
Filed2026-04-28
VTES
VANGUARD WELLINGTON FD
7.77%
Shares12.0K
Event2026-03-31
Filed2026-04-28
IQLT
ISHARES TR
New
Shares26.1K
Event2026-03-31
Filed2026-04-28
IDXX
IDEXX LABS INC
-2.96%
Shares2.1K
Event2026-03-31
Filed2026-04-28
NULG
NUSHARES ETF TR
9.02%
Shares13.1K
Event2026-03-31
Filed2026-04-28
GLW
CORNING INC
1.11%
Shares8.8K
Event2026-03-31
Filed2026-04-28
ALAB
ASTERA LABS INC
-26.98%
Shares10.8K
Event2026-03-31
Filed2026-04-28
GRID
FIRST TR EXCHANGE-TRADED FD
-15.77%
Shares7.1K
Event2026-03-31
Filed2026-04-28
SUB
ISHARES TR
New
Shares10.8K
Event2026-03-31
Filed2026-04-28
VOE
VANGUARD INDEX FDS
24.43%
Shares6.1K
Event2026-03-31
Filed2026-04-28
FTGC
FIRST TR EXCHANGE TRAD FD VI
199.09%
Shares38.9K
Event2026-03-31
Filed2026-04-28
CMCSA
COMCAST CORP NEW
-10.87%
Shares38.5K
Event2026-03-31
Filed2026-04-28
VTEI
VANGUARD MUN BD FDS
0.00%
Shares11.0K
Event2026-03-31
Filed2026-04-28
SLB
SLB LIMITED
-14.58%
Shares21.4K
Event2026-03-31
Filed2026-04-28
GOVT
ISHARES TR
-5.08%
Shares47.4K
Event2026-03-31
Filed2026-04-28
PAVE
GLOBAL X FDS
67.12%
Shares21.2K
Event2026-03-31
Filed2026-04-28
ZTS
ZOETIS INC
3.27%
Shares8.9K
Event2026-03-31
Filed2026-04-28
LYB
LYONDELLBASELL INDUSTRIES NV
-23.03%
Shares13.1K
Event2026-03-31
Filed2026-04-28
XBI
SPDR SERIES TRUST
29.92%
Shares8.2K
Event2026-03-31
Filed2026-04-28
CB
CHUBB LTD SWITZ
-0.19%
Shares3.2K
Event2026-03-31
Filed2026-04-28
SYFI
AB ACTIVE ETFS INC
-6.33%
Shares29.2K
Event2026-03-31
Filed2026-04-28
SHEL
SHELL PLC
0.76%
Shares11.1K
Event2026-03-31
Filed2026-04-28
FLOT
ISHARES TR
-4.46%
Shares20.3K
Event2026-03-31
Filed2026-04-28
MPC
MARATHON PETE CORP
2.50%
Shares4.2K
Event2026-03-31
Filed2026-04-28
VONG
VANGUARD SCOTTSDALE FDS
-7.28%
Shares9.3K
Event2026-03-31
Filed2026-04-28
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
14.75%
Shares5.1K
Event2026-03-31
Filed2026-04-28
BILS
SPDR SERIES TRUST
-4.11%
Shares10.1K
Event2026-03-31
Filed2026-04-28
GQI
NATIXIS ETF TR
-8.52%
Shares18.2K
Event2026-03-31
Filed2026-04-28
VTEB
VANGUARD MUN BD FDS
96.47%
Shares20.0K
Event2026-03-31
Filed2026-04-28
NKE
NIKE INC
22.55%
Shares18.7K
Event2026-03-31
Filed2026-04-28
ET
ENERGY TRANSFER L P
3.79%
Shares50.2K
Event2026-03-31
Filed2026-04-28
DXCM
DEXCOM INC
-9.28%
Shares15.4K
Event2026-03-31
Filed2026-04-28
AXON
AXON ENTERPRISE INC
26.08%
Shares2.3K
Event2026-03-31
Filed2026-04-28
FDL
FIRST TR EXCHANGE-TRADED FD
New
Shares19.0K
Event2026-03-31
Filed2026-04-28
APH
AMPHENOL CORP
-1.61%
Shares7.6K
Event2026-03-31
Filed2026-04-28
PVI
INVESCO EXCH TRADED FD TR II
-22.91%
Shares38.2K
Event2026-03-31
Filed2026-04-28
IWB
ISHARES TR
-10.27%
Shares2.7K
Event2026-03-31
Filed2026-04-28
XLY
SELECT SECTOR SPDR TR
-0.06%
Shares8.7K
Event2026-03-31
Filed2026-04-28
DELL
DELL TECHNOLOGIES INC
9.73%
Shares5.8K
Event2026-03-31
Filed2026-04-28
SPTS
SPDR SERIES TRUST
-0.55%
Shares32.4K
Event2026-03-31
Filed2026-04-28
MELI
MERCADOLIBRE INC
New
Shares547
Event2026-03-31
Filed2026-04-28
SYK
STRYKER CORPORATION
-0.38%
Shares2.9K
Event2026-03-31
Filed2026-04-28
PFF
ISHARES TR
-34.70%
Shares31.1K
Event2026-03-31
Filed2026-04-28
AMGN
AMGEN INC
-3.37%
Shares2.7K
Event2026-03-31
Filed2026-04-28
SHY
ISHARES TR
-0.68%
Shares11.3K
Event2026-03-31
Filed2026-04-28
IBB
ISHARES TR
40.06%
Shares5.5K
Event2026-03-31
Filed2026-04-28
BA
BOEING CO
7.91%
Shares4.7K
Event2026-03-31
Filed2026-04-28
INTU
INTUIT
44.72%
Shares2.1K
Event2026-03-31
Filed2026-04-28
FXU
FIRST TR EXCHANGE-TRADED FD
48.61%
Shares18.5K
Event2026-03-31
Filed2026-04-28
MDYG
SPDR SERIES TRUST
-23.55%
Shares9.5K
Event2026-03-31
Filed2026-04-28
IWM
ISHARES TR
New
Shares3.7K
Event2026-03-31
Filed2026-04-28
ETR
ENTERGY CORP NEW
0.00%
Shares8.0K
Event2026-03-31
Filed2026-04-28
IWD
ISHARES TR
-1.66%
Shares4.2K
Event2026-03-31
Filed2026-04-28
HELO
J P MORGAN EXCHANGE TRADED F
-88.42%
Shares14.0K
Event2026-03-31
Filed2026-04-28
EMR
EMERSON ELEC CO
0.50%
Shares6.8K
Event2026-03-31
Filed2026-04-28
FESM
FIDELITY COVINGTON TRUST
New
Shares23.2K
Event2026-03-31
Filed2026-04-28
AEP
AMERICAN ELEC PWR CO INC
-2.74%
Shares6.7K
Event2026-03-31
Filed2026-04-28
PM
PHILIP MORRIS INTL INC
New
Shares5.3K
Event2026-03-31
Filed2026-04-28
TRP
TC ENERGY CORP
1.37%
Shares13.9K
Event2026-03-31
Filed2026-04-28
GCOW
PACER FDS TR
6.09%
Shares18.6K
Event2026-03-31
Filed2026-04-28
TT
TRANE TECHNOLOGIES PLC
-3.96%
Shares2.1K
Event2026-03-31
Filed2026-04-28
ESGU
ISHARES TR
New
Shares6.0K
Event2026-03-31
Filed2026-04-28
SLYV
SPDR SERIES TRUST
-0.57%
Shares9.0K
Event2026-03-31
Filed2026-04-28
WM
WASTE MGMT INC DEL
-0.78%
Shares3.7K
Event2026-03-31
Filed2026-04-28
TIP
ISHARES TR
0.16%
Shares7.7K
Event2026-03-31
Filed2026-04-28
RBC
RBC BEARINGS INC
2.28%
Shares1.6K
Event2026-03-31
Filed2026-04-28
SOLSTICE ADVANCED MATLS INC
SOLSTICE ADVANCED MATLS INC
-0.66%
Shares11.2K
Event2026-03-31
Filed2026-04-28
TOTL
SSGA ACTIVE ETF TR
5.56%
Shares21.3K
Event2026-03-31
Filed2026-04-28
MCK
MCKESSON CORP
5.89%
Shares971
Event2026-03-31
Filed2026-04-28
DVN
DEVON ENERGY CORP NEW
-6.13%
Shares16.6K
Event2026-03-31
Filed2026-04-28
LOW
LOWES COS INC
-3.67%
Shares3.5K
Event2026-03-31
Filed2026-04-28
JHSC
JOHN HANCOCK EXCHANGE TRADED
-12.49%
Shares19.2K
Event2026-03-31
Filed2026-04-28
STZ
CONSTELLATION BRANDS INC
-15.95%
Shares5.4K
Event2026-03-31
Filed2026-04-28
TXN
TEXAS INSTRS INC
1.66%
Shares4.2K
Event2026-03-31
Filed2026-04-28
MAR
MARRIOTT INTL INC NEW
-0.84%
Shares2.5K
Event2026-03-31
Filed2026-04-28
ISRG
INTUITIVE SURGICAL INC
18.14%
Shares1.7K
Event2026-03-31
Filed2026-04-28
CASY
CASEYS GEN STORES INC
242.68%
Shares1.1K
Event2026-03-31
Filed2026-04-28
MEDTRONIC PLC
MEDTRONIC PLC
-0.66%
Shares9.2K
Event2026-03-31
Filed2026-04-28
URI
UNITED RENTALS INC
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-28
SPYD
SPDR SERIES TRUST
New
Shares17.3K
Event2026-03-31
Filed2026-04-28
DBA
INVESCO DB MULTI-SECTOR COMM
93.57%
Shares28.7K
Event2026-03-31
Filed2026-04-28
PFM
INVESCO EXCHANGE TRADED FD T
-6.47%
Shares15.3K
Event2026-03-31
Filed2026-04-28
NSC
NORFOLK SOUTHN CORP
0.11%
Shares2.7K
Event2026-03-31
Filed2026-04-28
EES
WISDOMTREE TR
-7.72%
Shares13.4K
Event2026-03-31
Filed2026-04-28
MINT
PIMCO ETF TR
21.51%
Shares7.7K
Event2026-03-31
Filed2026-04-28
SPYI
NEOS ETF TRUST
-4.54%
Shares15.6K
Event2026-03-31
Filed2026-04-28
PANW
PALO ALTO NETWORKS INC
-4.78%
Shares4.8K
Event2026-03-31
Filed2026-04-28
EW
EDWARDS LIFESCIENCES CORP
-0.48%
Shares9.6K
Event2026-03-31
Filed2026-04-28
GDX
VANECK ETF TRUST
New
Shares8.3K
Event2026-03-31
Filed2026-04-28
MCHP
MICROCHIP TECHNOLOGY INC.
-0.99%
Shares11.7K
Event2026-03-31
Filed2026-04-28
JQUA
J P MORGAN EXCHANGE TRADED F
-0.32%
Shares12.3K
Event2026-03-31
Filed2026-04-28
ES
EVERSOURCE ENERGY
-7.16%
Shares10.9K
Event2026-03-31
Filed2026-04-28
NBIS
NEBIUS GROUP N.V.
-22.59%
Shares7.3K
Event2026-03-31
Filed2026-04-28
BKR
BAKER HUGHES COMPANY
-1.20%
Shares12.3K
Event2026-03-31
Filed2026-04-28
SHW
SHERWIN WILLIAMS CO
-14.65%
Shares2.3K
Event2026-03-31
Filed2026-04-28
NBXG
NEUBERGER NEXT GENERATION
-0.49%
Shares58.0K
Event2026-03-31
Filed2026-04-28
MNST
MONSTER BEVERAGE CORP NEW
1.33%
Shares10.2K
Event2026-03-31
Filed2026-04-28
VRTX
VERTEX PHARMACEUTICALS INC
4.51%
Shares1.6K
Event2026-03-31
Filed2026-04-28
FTEC
FIDELITY COVINGTON TRUST
21.38%
Shares3.5K
Event2026-03-31
Filed2026-04-28
CME
CME GROUP INC
-1.40%
Shares2.5K
Event2026-03-31
Filed2026-04-28
QAI
NEW YORK LIFE INVESTMENTS ET
1.29%
Shares21.2K
Event2026-03-31
Filed2026-04-28
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares1
Event2026-03-31
Filed2026-04-28
RPV
INVESCO EXCHANGE TRADED FD T
-0.17%
Shares6.6K
Event2026-03-31
Filed2026-04-28
CL
COLGATE PALMOLIVE CO
-12.07%
Shares8.3K
Event2026-03-31
Filed2026-04-28
AVAV
AEROVIRONMENT INC
10.70%
Shares3.9K
Event2026-03-31
Filed2026-04-28
QBTS
D-WAVE QUANTUM INC
1.04%
Shares48.6K
Event2026-03-31
Filed2026-04-28
MISL
FIRST TR EXCHANGE-TRADED FD
2136.00%
Shares15.7K
Event2026-03-31
Filed2026-04-28
PWB
INVESCO EXCHANGE TRADED FD T
-10.05%
Shares5.5K
Event2026-03-31
Filed2026-04-28
IVW
ISHARES TR
2.22%
Shares6.1K
Event2026-03-31
Filed2026-04-28
XLC
SELECT SECTOR SPDR TR
-33.66%
Shares6.2K
Event2026-03-31
Filed2026-04-28
ALGN
ALIGN TECHNOLOGY INC
-1.60%
Shares4.0K
Event2026-03-31
Filed2026-04-28
FMDE
FIDELITY COVINGTON TRUST
29.38%
Shares19.0K
Event2026-03-31
Filed2026-04-28
FELG
FIDELITY COVINGTON TRUST
193.63%
Shares18.2K
Event2026-03-31
Filed2026-04-28
EFAA
INVESCO ACTIVELY MANAGED EXC
49.47%
Shares12.9K
Event2026-03-31
Filed2026-04-28
VOT
VANGUARD INDEX FDS
21.64%
Shares2.6K
Event2026-03-31
Filed2026-04-28
TSM
TAIWAN SEMICONDUCTOR MANUFAC
5.66%
Shares2.0K
Event2026-03-31
Filed2026-04-28
ICE
INTERCONTINENTAL EXCHANGE IN
-0.37%
Shares4.3K
Event2026-03-31
Filed2026-04-28
FNDF
SCHWAB STRATEGIC TR
-0.19%
Shares13.7K
Event2026-03-31
Filed2026-04-28
AGX
ARGAN INC
0.16%
Shares1.2K
Event2026-03-31
Filed2026-04-28
VBR
VANGUARD INDEX FDS
1.18%
Shares3.1K
Event2026-03-31
Filed2026-04-28
HSY
HERSHEY CO
3.04%
Shares3.2K
Event2026-03-31
Filed2026-04-28
OEF
ISHARES TR
-74.30%
Shares2.1K
Event2026-03-31
Filed2026-04-28
IBIT
ISHARES BITCOIN TRUST ETF
3.15%
Shares17.3K
Event2026-03-31
Filed2026-04-28
SNPS
SYNOPSYS INC
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-28
IUSB
ISHARES TR
4.36%
Shares14.2K
Event2026-03-31
Filed2026-04-28
IQV
IQVIA HLDGS INC
-12.52%
Shares3.8K
Event2026-03-31
Filed2026-04-28
VIOO
VANGUARD ADMIRAL FDS INC
24.97%
Shares5.7K
Event2026-03-31
Filed2026-04-28
CDC
VICTORY PORTFOLIOS II
4.01%
Shares9.1K
Event2026-03-31
Filed2026-04-28
IMCV
ISHARES TR
7.17%
Shares7.6K
Event2026-03-31
Filed2026-04-28
GSLC
GOLDMAN SACHS ETF TR
-0.31%
Shares5.1K
Event2026-03-31
Filed2026-04-28
QCOM
QUALCOMM INC
27.70%
Shares4.9K
Event2026-03-31
Filed2026-04-28
ESGD
ISHARES TR
11.44%
Shares6.6K
Event2026-03-31
Filed2026-04-28
SCHM
SCHWAB STRATEGIC TR
0.08%
Shares20.5K
Event2026-03-31
Filed2026-04-28
SO
SOUTHERN CO
-0.20%
Shares6.6K
Event2026-03-31
Filed2026-04-28
MMM
3M CO
-0.93%
Shares4.3K
Event2026-03-31
Filed2026-04-28
QYLD
GLOBAL X FDS
-1.83%
Shares36.8K
Event2026-03-31
Filed2026-04-28
NULV
NUSHARES ETF TR
17.63%
Shares13.9K
Event2026-03-31
Filed2026-04-28
EVV
EATON VANCE LIMITED DURATION
-3.38%
Shares66.5K
Event2026-03-31
Filed2026-04-28
PJP
INVESCO EXCHANGE TRADED FD T
0.00%
Shares6.0K
Event2026-03-31
Filed2026-04-28
BTAL
AGF INVTS TR
10.19%
Shares44.7K
Event2026-03-31
Filed2026-04-28
MDY
STATE STR SPDR S&P MIDCAP 40
0.10%
Shares1.0K
Event2026-03-31
Filed2026-04-28
VXF
VANGUARD INDEX FDS
0.27%
Shares3.0K
Event2026-03-31
Filed2026-04-28
VFH
VANGUARD WORLD FD
-24.75%
Shares5.1K
Event2026-03-31
Filed2026-04-28
GILD
GILEAD SCIENCES INC
42.70%
Shares4.4K
Event2026-03-31
Filed2026-04-28
PID
INVESCO EXCHANGE TRADED FD T
41.79%
Shares27.5K
Event2026-03-31
Filed2026-04-28
FUTY
FIDELITY COVINGTON TRUST
-5.93%
Shares10.3K
Event2026-03-31
Filed2026-04-28
CGXU
CAPITAL GROUP INTL FOCUS EQT
14.95%
Shares20.6K
Event2026-03-31
Filed2026-04-28
FI
FISERV INC
13.31%
Shares10.8K
Event2026-03-31
Filed2026-04-28
IGPT
INVESCO EXCHANGE TRADED FD T
4.86%
Shares10.3K
Event2026-03-31
Filed2026-04-28
DE
DEERE & CO
19.48%
Shares1.1K
Event2026-03-31
Filed2026-04-28
APD
AIR PRODUCTS AND CHEMICALS I
-23.34%
Shares2.0K
Event2026-03-31
Filed2026-04-28
EVR
EVERCORE INC
New
Shares2.0K
Event2026-03-31
Filed2026-04-28
ALAI
THE ALGER ETF TRUST
New
Shares17.9K
Event2026-03-31
Filed2026-04-28
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares3.0K
Event2026-03-31
Filed2026-04-28
FIW
FIRST TR EXCHANGE-TRADED FD
-33.03%
Shares5.7K
Event2026-03-31
Filed2026-04-28
ESP
ESPEY MFG & ELECTRS CORP
0.00%
Shares10.6K
Event2026-03-31
Filed2026-04-28
IVOO
VANGUARD ADMIRAL FDS INC
0.20%
Shares5.1K
Event2026-03-31
Filed2026-04-28
REGN
REGENERON PHARMACEUTICALS
-14.48%
Shares744
Event2026-03-31
Filed2026-04-28
BBIN
J P MORGAN EXCHANGE TRADED F
-15.16%
Shares7.9K
Event2026-03-31
Filed2026-04-28
TPL
TEXAS PACIFIC LAND CORPORATI
-5.56%
Shares1.2K
Event2026-03-31
Filed2026-04-28
PHO
INVESCO EXCHANGE TRADED FD T
0.02%
Shares8.5K
Event2026-03-31
Filed2026-04-28
CMG
CHIPOTLE MEXICAN GRILL INC
6.37%
Shares17.8K
Event2026-03-31
Filed2026-04-28
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
-2.85%
Shares5.7K
Event2026-03-31
Filed2026-04-28
IDEF
BLACKROCK ETF TRUST
New
Shares17.3K
Event2026-03-31
Filed2026-04-28
ICLN
ISHARES TR
69.49%
Shares30.8K
Event2026-03-31
Filed2026-04-28
IGSB
ISHARES TR
17.13%
Shares10.7K
Event2026-03-31
Filed2026-04-28
IMFL
INVESCO EXCH TRD SLF IDX FD
-14.98%
Shares17.7K
Event2026-03-31
Filed2026-04-28
RAFE
PIMCO EQUITY SER
0.34%
Shares13.4K
Event2026-03-31
Filed2026-04-28
HACK
AMPLIFY ETF TR
-39.61%
Shares7.4K
Event2026-03-31
Filed2026-04-28
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
6.07%
Shares4.3K
Event2026-03-31
Filed2026-04-28
MHD
BLACKROCK MUNIHOLDINGS FD IN
-5.14%
Shares49.5K
Event2026-03-31
Filed2026-04-28
TFLO
ISHARES TR
23.10%
Shares11.0K
Event2026-03-31
Filed2026-04-28
IWY
ISHARES TR
-0.13%
Shares2.2K
Event2026-03-31
Filed2026-04-28
BALT
INNOVATOR ETFS TRUST
New
Shares16.5K
Event2026-03-31
Filed2026-04-28
FNV
FRANCO NEV CORP
-0.49%
Shares2.2K
Event2026-03-31
Filed2026-04-28
BN
BROOKFIELD CORP
0.15%
Shares13.6K
Event2026-03-31
Filed2026-04-28
GSK PLC
GSK PLC
0.79%
Shares9.9K
Event2026-03-31
Filed2026-04-28
DHS
WISDOMTREE TR
1.23%
Shares4.9K
Event2026-03-31
Filed2026-04-28
CEG
CONSTELLATION ENERGY CORP
24.23%
Shares1.9K
Event2026-03-31
Filed2026-04-28
CGMU
CAPITAL GRP FIXED INCM ETF T
586.50%
Shares19.5K
Event2026-03-31
Filed2026-04-28
EATON CORP PLC
EATON CORP PLC
0.48%
Shares1.5K
Event2026-03-31
Filed2026-04-28
PUTNAM ETF TRUST
PUTNAM ETF TRUST
228.76%
Shares67.8K
Event2026-03-31
Filed2026-04-28
ECG
EVERUS CONSTR GROUP
1151.98%
Shares4.4K
Event2026-03-31
Filed2026-04-28
PZA
INVESCO EXCH TRADED FD TR II
-29.76%
Shares22.6K
Event2026-03-31
Filed2026-04-28
STIP
ISHARES TR
21.17%
Shares5.0K
Event2026-03-31
Filed2026-04-28
MTB
M & T BK CORP
-0.64%
Shares2.5K
Event2026-03-31
Filed2026-04-28
RLY
SSGA ACTIVE ETF TR
New
Shares14.2K
Event2026-03-31
Filed2026-04-28
WMB
WILLIAMS COS INC
2.00%
Shares7.0K
Event2026-03-31
Filed2026-04-28
AMP
AMERIPRISE FINL INC
-3.95%
Shares1.1K
Event2026-03-31
Filed2026-04-28
ESGE
ISHARES INC
15.90%
Shares11.2K
Event2026-03-31
Filed2026-04-28
PSLV
SPROTT ASSET MANAGEMENT LP
18.66%
Shares20.7K
Event2026-03-31
Filed2026-04-28
BKUI
BNY MELLON ETF TRUST
-43.98%
Shares10.0K
Event2026-03-31
Filed2026-04-28
VBK
VANGUARD INDEX FDS
-0.18%
Shares1.6K
Event2026-03-31
Filed2026-04-28
FLMI
FRANKLIN TEMPLETON ETF TR
95.46%
Shares20.0K
Event2026-03-31
Filed2026-04-28
LGI
LAZARD GLOBAL TOTAL RETURN &
5.34%
Shares30.9K
Event2026-03-31
Filed2026-04-28
DFAI
DIMENSIONAL ETF TRUST
448.04%
Shares12.8K
Event2026-03-31
Filed2026-04-28
SCHG
SCHWAB STRATEGIC TR
-14.36%
Shares16.8K
Event2026-03-31
Filed2026-04-28
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
-1.59%
Shares1.4K
Event2026-03-31
Filed2026-04-28
AIQ
GLOBAL X FDS
3.90%
Shares10.4K
Event2026-03-31
Filed2026-04-28
USO
UNITED STS OIL FD LP
0.00%
Shares3.8K
Event2026-03-31
Filed2026-04-28
CAH
CARDINAL HEALTH INC
0.04%
Shares2.3K
Event2026-03-31
Filed2026-04-28
ZS
ZSCALER INC
7.56%
Shares3.4K
Event2026-03-31
Filed2026-04-28
PSI
INVESCO EXCHANGE TRADED FD T
-26.89%
Shares5.0K
Event2026-03-31
Filed2026-04-28
RDIV
INVESCO EXCH TRADED FD TR II
-1.54%
Shares8.5K
Event2026-03-31
Filed2026-04-28
EQIX
EQUINIX INC
3.45%
Shares480
Event2026-03-31
Filed2026-04-28
LIT
GLOBAL X FDS
12.74%
Shares6.3K
Event2026-03-31
Filed2026-04-28
AVSC
AMERICAN CENTY ETF TR
2.21%
Shares7.4K
Event2026-03-31
Filed2026-04-28
MDLZ
MONDELEZ INTL INC
-0.50%
Shares8.0K
Event2026-03-31
Filed2026-04-28
TER
TERADYNE INC
45.34%
Shares1.6K
Event2026-03-31
Filed2026-04-28
IWR
ISHARES TR
-9.02%
Shares4.7K
Event2026-03-31
Filed2026-04-28
CWI
SPDR INDEX SHS FDS
50.95%
Shares12.6K
Event2026-03-31
Filed2026-04-28
ARE
ALEXANDRIA REAL ESTATE EQ IN
-17.99%
Shares9.9K
Event2026-03-31
Filed2026-04-28
NVS
NOVARTIS AG
11.96%
Shares3.0K
Event2026-03-31
Filed2026-04-28
JAMES HARDIE INDS PLC
JAMES HARDIE INDS PLC
21.20%
Shares24.0K
Event2026-03-31
Filed2026-04-28
SJM
SMUCKER J M CO
0.02%
Shares4.7K
Event2026-03-31
Filed2026-04-28
VGK
VANGUARD INTL EQUITY INDEX F
0.24%
Shares5.5K
Event2026-03-31
Filed2026-04-28
JAAA
JANUS DETROIT STR TR
36.44%
Shares8.9K
Event2026-03-31
Filed2026-04-28

Call Option Holdings
BROADCOM INC Call
BROADCOM INC
New
Shares2.5K
Event2026-03-31
Filed2026-04-28
TOST Call
TOAST INC
New
Shares10.0K
Event2026-03-31
Filed2026-04-28
SHOP Call
SHOPIFY INC
New
Shares100
Event2026-03-31
Filed2026-04-28
AXON Call
AXON ENTERPRISE INC
New
Shares100
Event2026-03-31
Filed2026-04-28
META Call
META PLATFORMS INC
New
Shares2.0K
Event2026-03-31
Filed2026-04-28

Put Option Holdings
SPY Put
STATE STR SPDR S&P 500 ETF T
New
Shares3.0K
Event2026-03-31
Filed2026-04-28