The Analysis of Fortis Group Advisors, LLC's Holdings & P&L


Currently, Fortis Group Advisors, LLC holds 582 types of securities in its portfolio with a total value $604.7M. In the most recent quarter, they have increased their positions in BIL (+98.2K shares, valued at $9.0M), PDBC (+388.6K shares, valued at $7.2M), N/A (+34.8K shares, valued at $7.1M); decreased their positions in IWO (-24.6K shares, valued at $8.9M), SPYM (-63.8K shares, valued at $5.4M), SPMO (-38.4K shares, valued at $5.1M); initiated new positions in XTL (+28.6K shares, valued at $6.5M), ALLW (+172.4K shares, valued at $5.2M), VTWO (+35.1K shares, valued at $3.9M).


1M P&L
+15.7M+2.98%
3M P&L
-150.8M-21.73%
HY P&L
-128.3M-19.11%

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/A376.6M
72.5%
2Consumer Electronics14.5M
2.8%
3Internet Retail14.3M
2.8%

Top Industries by Stock Count

1N/A228 stocks
43.1%
2Utilities - Regulated Electric12 stocks
2.3%
3Drug Manufacturers - General9 stocks
1.7%
Stock Holdings
BIL
SPDR SERIES TRUST
35.14%
Shares377.6K
Event2026-03-31
Filed2026-05-08
INVESCO QQQ
INVESCO QQQ
-9.71%
Shares40.0K
Event2026-03-31
Filed2026-05-08
GLD
SPDR GOLD
8.09%
Shares39.3K
Event2026-03-31
Filed2026-05-08
SPY
STATE STREET
8.90%
Shares23.3K
Event2026-03-31
Filed2026-05-08
INVESCO S&P
INVESCO S&P
79.97%
Shares78.4K
Event2026-03-31
Filed2026-05-08
AAPL
APPLE INC
-6.08%
Shares53.6K
Event2026-03-31
Filed2026-05-08
SPMO
INVESCO EXCH TRADED FD TR II
-28.50%
Shares96.3K
Event2026-03-31
Filed2026-05-08
SPYG
SPDR SERIES TRUST
-13.31%
Shares95.2K
Event2026-03-31
Filed2026-05-08
ALPHABET INC
ALPHABET INC
-13.99%
Shares26.4K
Event2026-03-31
Filed2026-05-08
QQQM
INVESCO EXCH TRADED FD TR II
-27.06%
Shares36.7K
Event2026-03-31
Filed2026-05-08
ALERIAN MLP
ALERIAN MLP
28.53%
Shares183.9K
Event2026-03-31
Filed2026-05-08
AMZN
AMAZON COM
1.55%
Shares37.6K
Event2026-03-31
Filed2026-05-08
IWN
ISHARES TR
124.03%
Shares39.2K
Event2026-03-31
Filed2026-05-08
PDBC
INVESCO ACTVELY MNGD ETC FD
1226.47%
Shares420.3K
Event2026-03-31
Filed2026-05-08
SPYM
STATE STREET
-41.09%
Shares91.4K
Event2026-03-31
Filed2026-05-08
JAAA
JANUS DETROIT STR TR
27.25%
Shares153.0K
Event2026-03-31
Filed2026-05-08
IWO
ISHARES RUSSELL
-56.43%
Shares19.0K
Event2026-03-31
Filed2026-05-08
SPHD
INVESCO EXCH TRADED FD TR II
1.61%
Shares128.4K
Event2026-03-31
Filed2026-05-08
XTL
SPDR SERIES TRUST
New
Shares28.6K
Event2026-03-31
Filed2026-05-08
BILS
SPDR SERIES TRUST
-4.96%
Shares63.2K
Event2026-03-31
Filed2026-05-08
TBIL
RBB FD INC
114.43%
Shares118.6K
Event2026-03-31
Filed2026-05-08
SPHB
INVESCO EXCH TRADED FD TR II
25.41%
Shares43.6K
Event2026-03-31
Filed2026-05-08
SLV
ISHARES SILVER
-20.58%
Shares87.1K
Event2026-03-31
Filed2026-05-08
NVDA
NVIDIA CORP
-1.19%
Shares29.0K
Event2026-03-31
Filed2026-05-08
SGOV
ISHARES TR
17.07%
Shares54.7K
Event2026-03-31
Filed2026-05-08
FDL
FIRST TR EXCHANGE-TRADED FD
159.27%
Shares106.3K
Event2026-03-31
Filed2026-05-08
ALLW
SSGA ACTIVE TR
New
Shares172.4K
Event2026-03-31
Filed2026-05-08
XOM
EXXON MOBIL
-3.25%
Shares32.3K
Event2026-03-31
Filed2026-05-08
AAAU
GOLDMAN SACHS PHYSICAL GOLD
-1.14%
Shares103.9K
Event2026-03-31
Filed2026-05-08
MSFT
MICROSOFT CORP
2.18%
Shares11.5K
Event2026-03-31
Filed2026-05-08
MTUM
ISHARES TR
5.99%
Shares16.2K
Event2026-03-31
Filed2026-05-08
DIA
STATE STREET
-11.23%
Shares9.2K
Event2026-03-31
Filed2026-05-08
GVAL
CAMBRIA ETF TR
0.27%
Shares129.2K
Event2026-03-31
Filed2026-05-08
VUG
VANGUARD GROWTH
464.49%
Shares54.1K
Event2026-03-31
Filed2026-05-08
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
10.71%
Shares60.5K
Event2026-03-31
Filed2026-05-08
VTWO
VANGUARD SCOTTSDALE FDS
New
Shares35.1K
Event2026-03-31
Filed2026-05-08
VO
VANGUARD INDEX FDS
502.86%
Shares49.9K
Event2026-03-31
Filed2026-05-08
IVV
ISHARES CORE
-29.11%
Shares5.2K
Event2026-03-31
Filed2026-05-08
CLOX
SERIES PORTFOLIOS TR
164.40%
Shares144.8K
Event2026-03-31
Filed2026-05-08
META
META PLATFORMS
-11.88%
Shares6.0K
Event2026-03-31
Filed2026-05-08
XLRE
SELECT SECTOR SPDR TR
1.01%
Shares82.4K
Event2026-03-31
Filed2026-05-08
VT
VANGUARD TOTAL
127.43%
Shares23.8K
Event2026-03-31
Filed2026-05-08
EWH
ISHARES INC
New
Shares148.5K
Event2026-03-31
Filed2026-05-08
TLT
ISHARES 20
0.95%
Shares41.0K
Event2026-03-31
Filed2026-05-08
EWY
ISHARES MSCI
63.45%
Shares21.0K
Event2026-03-31
Filed2026-05-08
USFR
WISDOMTREE TR
33.05%
Shares66.5K
Event2026-03-31
Filed2026-05-08
T
AT&T INC
82.90%
Shares125.4K
Event2026-03-31
Filed2026-05-08
LLY
ELI LILLY
-1.02%
Shares3.5K
Event2026-03-31
Filed2026-05-08
SMH
VANECK ETF TRUST
167.51%
Shares6.4K
Event2026-03-31
Filed2026-05-08
ICOP
ISHARES TR
New
Shares65.3K
Event2026-03-31
Filed2026-05-08
PLTR
PALANTIR TECHNOLOGIES INC
-2.40%
Shares22.7K
Event2026-03-31
Filed2026-05-08
NFLX
NETFLIX INC
109.28%
Shares33.5K
Event2026-03-31
Filed2026-05-08
COWZ
PACER FDS TR
New
Shares48.3K
Event2026-03-31
Filed2026-05-08
COST
COSTCO WHOLESALE
-16.86%
Shares3.0K
Event2026-03-31
Filed2026-05-08
V
VISA INC
-0.38%
Shares9.2K
Event2026-03-31
Filed2026-05-08
XLU
STATE STREET
2816.52%
Shares63.2K
Event2026-03-31
Filed2026-05-08
UNH
UNITEDHEALTH GROUP INC
-24.59%
Shares7.9K
Event2026-03-31
Filed2026-05-08
IWM
ISHARES TR
-40.63%
Shares10.4K
Event2026-03-31
Filed2026-05-08
VTI
VANGUARD TOTAL
2087.29%
Shares7.9K
Event2026-03-31
Filed2026-05-08
GDX
VANECK ETF TRUST
-29.86%
Shares31.3K
Event2026-03-31
Filed2026-05-08
XLC
SELECT SECTOR SPDR TR
0.00%
Shares23.5K
Event2026-03-31
Filed2026-05-08
BABA
ALIBABA GROUP
114.10%
Shares20.2K
Event2026-03-31
Filed2026-05-08
JAVA
J P MORGAN EXCHANGE TRADED F
-18.41%
Shares34.8K
Event2026-03-31
Filed2026-05-08
BARON ETF TR
BARON ETF TR
New
Shares110.7K
Event2026-03-31
Filed2026-05-08
PKW
INVESCO EXCHANGE TRADED FD T
-8.15%
Shares18.1K
Event2026-03-31
Filed2026-05-08
XLF
STATE STREET
32571.53%
Shares47.0K
Event2026-03-31
Filed2026-05-08
IBM
INTL BUSINESS
12.54%
Shares9.9K
Event2026-03-31
Filed2026-05-08
XLG
INVESCO EXCHANGE TRADED FD T
-48.10%
Shares37.6K
Event2026-03-31
Filed2026-05-08
HECA
ETF OPPORTUNITIES TRUST
New
Shares81.4K
Event2026-03-31
Filed2026-05-08
NET
CLOUDFLARE INC
-4.75%
Shares10.8K
Event2026-03-31
Filed2026-05-08
SPHQ
INVESCO EXCHANGE TRADED FD T
-33.61%
Shares27.4K
Event2026-03-31
Filed2026-05-08
WEC ENERGY
WEC ENERGY
392.85%
Shares18.8K
Event2026-03-31
Filed2026-05-08
ADBE
ADOBE INC
New
Shares8.9K
Event2026-03-31
Filed2026-05-08
WMT
WALMART INC
-1.55%
Shares16.5K
Event2026-03-31
Filed2026-05-08
AVLV
AMERICAN CENTY ETF TR
22.51%
Shares24.9K
Event2026-03-31
Filed2026-05-08
TSLA
TESLA INC
0.11%
Shares5.6K
Event2026-03-31
Filed2026-05-08
MO
ALTRIA GROUP
0.08%
Shares29.3K
Event2026-03-31
Filed2026-05-08
LIT
GLOBAL X FDS
257.85%
Shares23.5K
Event2026-03-31
Filed2026-05-08
OIH
VANECK ETF TRUST
New
Shares4.5K
Event2026-03-31
Filed2026-05-08
BROADCOM INC
BROADCOM INC
-17.21%
Shares4.7K
Event2026-03-31
Filed2026-05-08
OILK
PROSHARES TR
-33.21%
Shares32.3K
Event2026-03-31
Filed2026-05-08
PPLT
ABRDN PLATINUM ETF TRUST
New
Shares10.6K
Event2026-03-31
Filed2026-05-08
XLE
SELECT SECTOR SPDR TR
9.55%
Shares31.6K
Event2026-03-31
Filed2026-05-08
EEM
ISHARES MSCI
204.71%
Shares29.4K
Event2026-03-31
Filed2026-05-08
TIP
ISHARES TIPS
124.69%
Shares16.8K
Event2026-03-31
Filed2026-05-08
HD
HOME DEPOT INC
0.02%
Shares5.6K
Event2026-03-31
Filed2026-05-08
ISHARES GOLD TR
ISHARES GOLD TR
-66.76%
Shares21.1K
Event2026-03-31
Filed2026-05-08
OUTFRONT MEDIA INC
OUTFRONT MEDIA INC
New
Shares58.6K
Event2026-03-31
Filed2026-05-08
UFO
PROCURE ETF TRUST II
New
Shares34.8K
Event2026-03-31
Filed2026-05-08
PBW
INVESCO WILDERHILL
35144.36%
Shares46.9K
Event2026-03-31
Filed2026-05-08
QTUM
ETF SER SOLUTIONS
0.59%
Shares13.3K
Event2026-03-31
Filed2026-05-08
NORW
GLOBAL X FDS
New
Shares45.7K
Event2026-03-31
Filed2026-05-08
LYB
LYONDELLBASELL INDUSTRIE
89492.31%
Shares23.3K
Event2026-03-31
Filed2026-05-08
JD
JD.COM INC
541.76%
Shares56.5K
Event2026-03-31
Filed2026-05-08
JPM
JPMORGAN CHASE
-28.91%
Shares5.4K
Event2026-03-31
Filed2026-05-08
WM
WASTE MANAGEMENT
8032.95%
Shares7.2K
Event2026-03-31
Filed2026-05-08
ASTS
AST SPACEMOBILE INC
New
Shares22.5K
Event2026-03-31
Filed2026-05-08
FIVE
FIVE BELOW
-23.26%
Shares7.0K
Event2026-03-31
Filed2026-05-08
XLV
STATE STREET
-13.92%
Shares11.3K
Event2026-03-31
Filed2026-05-08
CASY
CASEYS GEN STORES INC
New
Shares2.0K
Event2026-03-31
Filed2026-05-08
FDX
FEDEX CORP
-35.13%
Shares4.0K
Event2026-03-31
Filed2026-05-08
ROST
ROSS STORES INC
New
Shares7.0K
Event2026-03-31
Filed2026-05-08
VCR
VANGUARD WORLD FD
New
Shares4.0K
Event2026-03-31
Filed2026-05-08
BOTZ
GLOBAL X FDS
2.28%
Shares40.4K
Event2026-03-31
Filed2026-05-08
ZETA
ZETA GLOBAL HOLDINGS CORP
-5.22%
Shares82.8K
Event2026-03-31
Filed2026-05-08
ROBO
ROBO GLOBAL
0.34%
Shares18.7K
Event2026-03-31
Filed2026-05-08
MUSI
AMERICAN CENTY ETF TR
5.56%
Shares34.7K
Event2026-03-31
Filed2026-05-08
AMERICAN CENTY ETF TR
AMERICAN CENTY ETF TR
New
Shares32.7K
Event2026-03-31
Filed2026-05-08
IJH
ISHARES TR
-16.58%
Shares19.9K
Event2026-03-31
Filed2026-05-08
PFF
ISHARES PFD
-0.95%
Shares46.0K
Event2026-03-31
Filed2026-05-08
LINDE PLC
LINDE PLC
0.00%
Shares2.9K
Event2026-03-31
Filed2026-05-08
CPLB
NEW YORK LIFE INVTS ACTIVE E
-15.73%
Shares66.1K
Event2026-03-31
Filed2026-05-08
USMV
ISHARES MSCI
-3.11%
Shares14.5K
Event2026-03-31
Filed2026-05-08
QQQI
NEOS ETF TRUST
0.39%
Shares25.3K
Event2026-03-31
Filed2026-05-08
AHR
AMERICAN HEALTHCARE
0.19%
Shares27.3K
Event2026-03-31
Filed2026-05-08
SHW
SHERWIN WILLIAMS
0.00%
Shares4.1K
Event2026-03-31
Filed2026-05-08
CVX
CHEVRON CORP
2.07%
Shares6.7K
Event2026-03-31
Filed2026-05-08
MA
MASTERCARD INC
-2.80%
Shares2.6K
Event2026-03-31
Filed2026-05-08
REMX
VANECK ETF TRUST
-36.30%
Shares12.2K
Event2026-03-31
Filed2026-05-08
ORCL
ORACLE CORP
7292.59%
Shares8.0K
Event2026-03-31
Filed2026-05-08
AVEM
AMERICAN CENTY ETF TR
1.50%
Shares13.9K
Event2026-03-31
Filed2026-05-08
NVO
NOVO-NORDISK A S
-60.50%
Shares29.7K
Event2026-03-31
Filed2026-05-08
LGLV
SPDR SERIES TRUST
1.35%
Shares6.8K
Event2026-03-31
Filed2026-05-08
HIMS
HIMS & HERS HEALTH INC
46.87%
Shares45.0K
Event2026-03-31
Filed2026-05-08
SOFI
SOFI TECHNOLOGIES INC
-0.81%
Shares75.3K
Event2026-03-31
Filed2026-05-08
IPKW
INVESCO EXCH TRADED FD TR II
4.37%
Shares20.5K
Event2026-03-31
Filed2026-05-08
PCT
PURECYCLE TECHNOLOGIES INC
-32.53%
Shares160.7K
Event2026-03-31
Filed2026-05-08
IYW
ISHARES TR
-0.17%
Shares5.4K
Event2026-03-31
Filed2026-05-08
LAM RESEARCH
LAM RESEARCH
-70.31%
Shares4.6K
Event2026-03-31
Filed2026-05-08
NLR
VANECK ETF TRUST
-44.79%
Shares8.0K
Event2026-03-31
Filed2026-05-08
SPDW
STATE STREET
-2.72%
Shares23.7K
Event2026-03-31
Filed2026-05-08
IWF
ISHARES RUSSELL
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-08
WDC
WESTERN DIGITAL
-76.02%
Shares2.5K
Event2026-03-31
Filed2026-05-08
HFXI
NEW YORK LIFE INVESTMENTS ET
0.19%
Shares29.4K
Event2026-03-31
Filed2026-05-08
TPR
TAPESTRY INC
-43.71%
Shares7.0K
Event2026-03-31
Filed2026-05-08
RSI
RUSH STREET INTERACTIVE INC
New
Shares36.3K
Event2026-03-31
Filed2026-05-08
FEOE
RBB FUND TRUST
18.18%
Shares19.4K
Event2026-03-31
Filed2026-05-08
ILF
ISHARES TR
-55.10%
Shares27.6K
Event2026-03-31
Filed2026-05-08
INCE
FRANKLIN TEMPLETON ETF TR
-4.50%
Shares14.7K
Event2026-03-31
Filed2026-05-08
LVHI
LEGG MASON ETF INVT
-0.29%
Shares23.5K
Event2026-03-31
Filed2026-05-08
TDVG
T ROWE PRICE ETF INC
-2.03%
Shares20.3K
Event2026-03-31
Filed2026-05-08
DVY
ISHARES TR
-4.25%
Shares6.1K
Event2026-03-31
Filed2026-05-08
IDMO
INVESCO EXCH TRADED FD TR II
-2.81%
Shares15.7K
Event2026-03-31
Filed2026-05-08
VZ
VERIZON COMMUNICATIONS
6.54%
Shares19.0K
Event2026-03-31
Filed2026-05-08
JBND
J P MORGAN EXCHANGE TRADED F
175.45%
Shares17.1K
Event2026-03-31
Filed2026-05-08
ALPHABET INC
ALPHABET INC
0.42%
Shares2.4K
Event2026-03-31
Filed2026-05-08
PICB
INVESCO EXCH TRADED FD TR II
4.00%
Shares38.3K
Event2026-03-31
Filed2026-05-08
PPA
INVESCO EXCHANGE TRADED FD T
New
Shares5.3K
Event2026-03-31
Filed2026-05-08
MDIV
FIRST TR EXCHANGE TRADED FD
-1.90%
Shares52.7K
Event2026-03-31
Filed2026-05-08
HOOD
ROBINHOOD MKTS INC
375.99%
Shares12.0K
Event2026-03-31
Filed2026-05-08
CAVA
CAVA GROUP INC
New
Shares9.4K
Event2026-03-31
Filed2026-05-08
SIL
GLOBAL X FDS
-11.64%
Shares9.8K
Event2026-03-31
Filed2026-05-08
ULS
UL SOLUTIONS INC
New
Shares9.5K
Event2026-03-31
Filed2026-05-08
PYLD
PIMCO ETF TR
-12.46%
Shares31.9K
Event2026-03-31
Filed2026-05-08
PG
PROCTER & GAMBLE
-0.59%
Shares5.7K
Event2026-03-31
Filed2026-05-08
ACHC
ACADIA HEALTHCARE COMPANY IN
New
Shares32.2K
Event2026-03-31
Filed2026-05-08
BTCO
INVESCO GALAXY BITCOIN ETF
-29.19%
Shares11.0K
Event2026-03-31
Filed2026-05-08
EMXC
ISHARES INC
New
Shares8.9K
Event2026-03-31
Filed2026-05-08
PEG
PUBLIC SERVICE
-0.86%
Shares9.7K
Event2026-03-31
Filed2026-05-08
ONTO
ONTO INNOVATION INC
-3.23%
Shares2.6K
Event2026-03-31
Filed2026-05-08
HIO
WESTERN ASSET HIGH INCOME OP
-1.36%
Shares210.6K
Event2026-03-31
Filed2026-05-08
IVOL
KRANESHARES TRUST
-16.76%
Shares42.2K
Event2026-03-31
Filed2026-05-08
GDLC
GRAYSCALE COINDESK CRYPTO
New
Shares22.3K
Event2026-03-31
Filed2026-05-08
PWR
QUANTA SVCS INC
-1.54%
Shares1.0K
Event2026-03-31
Filed2026-05-08
VIG
VANGUARD DIVIDEND
-43.26%
Shares3.2K
Event2026-03-31
Filed2026-05-08
BERKSHIRE HATHAWAY
BERKSHIRE HATHAWAY
2.87%
Shares1.5K
Event2026-03-31
Filed2026-05-08
MMIT
NEW YORK LIFE INVTS ACTIVE E
2.78%
Shares29.0K
Event2026-03-31
Filed2026-05-08
JEPI
J P MORGAN EXCHANGE TRADED F
-4.19%
Shares12.1K
Event2026-03-31
Filed2026-05-08
TCAF
T ROWE PRICE ETF INC
-75.83%
Shares17.6K
Event2026-03-31
Filed2026-05-08
EWC
ISHARES INC
-24.76%
Shares11.7K
Event2026-03-31
Filed2026-05-08
QUAL
ISHARES TR
-4.04%
Shares3.3K
Event2026-03-31
Filed2026-05-08
TRV
TRAVELERS COMPANIES INC
4.82%
Shares2.2K
Event2026-03-31
Filed2026-05-08
HYGW
ISHARES TR
-0.87%
Shares22.7K
Event2026-03-31
Filed2026-05-08
IGV
ISHARES TR
-2.32%
Shares7.8K
Event2026-03-31
Filed2026-05-08
BK
BANK NEW YORK
0.00%
Shares5.5K
Event2026-03-31
Filed2026-05-08
AMD
ADVANCED MICRO DEVICES INC
1.33%
Shares1.8K
Event2026-03-31
Filed2026-05-08
XLI
STATE STREET
10.75%
Shares3.6K
Event2026-03-31
Filed2026-05-08
HYG
ISHARES TR
-7.91%
Shares7.5K
Event2026-03-31
Filed2026-05-08
KO
COCA COLA COMPANY
-2.51%
Shares7.4K
Event2026-03-31
Filed2026-05-08
INTC
INTEL CORP
-2.06%
Shares6.9K
Event2026-03-31
Filed2026-05-08
SDIV
GLOBAL X FDS
-1.31%
Shares21.5K
Event2026-03-31
Filed2026-05-08
SCHJ
SCHWAB STRATEGIC TR
0.00%
Shares21.0K
Event2026-03-31
Filed2026-05-08
MERCK & COMPANY
MERCK & COMPANY
0.06%
Shares4.7K
Event2026-03-31
Filed2026-05-08
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
New
Shares3.1K
Event2026-03-31
Filed2026-05-08
JNJ
JOHNSON & JOHNSON
-78.36%
Shares2.1K
Event2026-03-31
Filed2026-05-08
O
REALTY INCOME
-2.25%
Shares7.7K
Event2026-03-31
Filed2026-05-08
MGK
VANGUARD WORLD FD
160.71%
Shares5.8K
Event2026-03-31
Filed2026-05-08
SRLN
SSGA ACTIVE ETF TR
-1.78%
Shares11.6K
Event2026-03-31
Filed2026-05-08
DNP
DNP SELECT
-26.03%
Shares43.5K
Event2026-03-31
Filed2026-05-08
PMBS
PIMCO ETF TR
-13.57%
Shares9.3K
Event2026-03-31
Filed2026-05-08
SPYV
SPDR SERIES TRUST
-32.59%
Shares7.7K
Event2026-03-31
Filed2026-05-08
ETHA
ISHARES ETHEREUM TR
87.11%
Shares26.4K
Event2026-03-31
Filed2026-05-08
DE
DEERE & CO
25.16%
Shares776
Event2026-03-31
Filed2026-05-08
URA
GLOBAL X FDS
3.03%
Shares7.6K
Event2026-03-31
Filed2026-05-08
SHV
ISHARES TR
-52.61%
Shares3.9K
Event2026-03-31
Filed2026-05-08
IBIT
ISHARES BITCOIN TRUST ETF
11.29%
Shares9.5K
Event2026-03-31
Filed2026-05-08
WRBY
WARBY PARKER INC
-61.09%
Shares18.4K
Event2026-03-31
Filed2026-05-08
SPHR
SPHERE ENTERTAINMENT CO
New
Shares2.8K
Event2026-03-31
Filed2026-05-08
MP
MP MATERIALS CORP
2.67%
Shares6.1K
Event2026-03-31
Filed2026-05-08
IEI
ISHARES TR
-24.65%
Shares3.4K
Event2026-03-31
Filed2026-05-08
WELL
WELLTOWER INC
4.71%
Shares1.8K
Event2026-03-31
Filed2026-05-08
NOW
SERVICENOW INC
New
Shares4.4K
Event2026-03-31
Filed2026-05-08
IYT
ISHARES TR
-0.89%
Shares4.8K
Event2026-03-31
Filed2026-05-08
VRT
VERTIV HOLDINGS CO
3.47%
Shares1.2K
Event2026-03-31
Filed2026-05-08
XLP
STATE STREET
-57.54%
Shares4.5K
Event2026-03-31
Filed2026-05-08
VANGUARD S&P
VANGUARD S&P
-71.93%
Shares590
Event2026-03-31
Filed2026-05-08
FE
FIRSTENERGY CORP
-3.14%
Shares7.9K
Event2026-03-31
Filed2026-05-08
JPST
JPMORGAN
179575.00%
Shares7.2K
Event2026-03-31
Filed2026-05-08
CCJ
CAMECO CORP
0.72%
Shares2.9K
Event2026-03-31
Filed2026-05-08
NJR
NEW JERSEY RES CORP
0.11%
Shares6.4K
Event2026-03-31
Filed2026-05-08
PANW
PALO ALTO NETWORKS INC
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-08
SDVY
FIRST TR EXCHANGE TRADED FD
0.25%
Shares8.4K
Event2026-03-31
Filed2026-05-08
NPK
NATIONAL PRESTO INDS INC
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-08
CHPS
DBX ETF TR
-5.67%
Shares4.8K
Event2026-03-31
Filed2026-05-08
TKO
TKO GROUP HOLDINGS INC
1.51%
Shares1.9K
Event2026-03-31
Filed2026-05-08
TXG
10X GENOMICS INC
-80.95%
Shares15.8K
Event2026-03-31
Filed2026-05-08
JBBB
JANUS DETROIT STR TR
-91.98%
Shares7.3K
Event2026-03-31
Filed2026-05-08
KORP
AMERICAN CENTY ETF TR
-0.79%
Shares7.3K
Event2026-03-31
Filed2026-05-08
LMND
LEMONADE INC
-51.02%
Shares5.9K
Event2026-03-31
Filed2026-05-08
MAGS
LISTED FDS TR
-92.02%
Shares5.0K
Event2026-03-31
Filed2026-05-08
ALGN
ALIGN TECHNOLOGY INC
New
Shares1.9K
Event2026-03-31
Filed2026-05-08
VYM
VANGUARD HIGH
0.00%
Shares2.2K
Event2026-03-31
Filed2026-05-08
AQWA
GLOBAL X FDS
New
Shares17.0K
Event2026-03-31
Filed2026-05-08
DAR
DARLING INGREDIENTS INC
New
Shares5.1K
Event2026-03-31
Filed2026-05-08
XLY
STATE STREET
2760.42%
Shares2.7K
Event2026-03-31
Filed2026-05-08
CZR
CAESARS ENTERTAINMENT INC NE
New
Shares11.5K
Event2026-03-31
Filed2026-05-08
FTXR
FIRST TR EXCHANGE TRADED FD
-2.12%
Shares7.6K
Event2026-03-31
Filed2026-05-08
BA
BOEING COMPANY
-3.56%
Shares1.4K
Event2026-03-31
Filed2026-05-08
COPX
GLOBAL X FDS
-80.25%
Shares3.9K
Event2026-03-31
Filed2026-05-08
PINK
SIMPLIFY EXCHANGE TRADED FUN
-0.94%
Shares8.7K
Event2026-03-31
Filed2026-05-08
PM
PHILIP MORRIS
-0.38%
Shares1.8K
Event2026-03-31
Filed2026-05-08
SCHD
SCHWAB US
9.54%
Shares9.3K
Event2026-03-31
Filed2026-05-08
BBAI
BIGBEAR AI HLDGS INC
288.01%
Shares74.3K
Event2026-03-31
Filed2026-05-08
MU
MICRON TECHNOLOGY INC
New
Shares571
Event2026-03-31
Filed2026-05-08
PGJ
INVESCO EXCHANGE TRADED FD T
New
Shares11.1K
Event2026-03-31
Filed2026-05-08
BARRICK MNG CORP
BARRICK MNG CORP
-9.70%
Shares7.4K
Event2026-03-31
Filed2026-05-08
RCL
ROYAL CARIBBEAN
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-08
ALB
ALBEMARLE CORP
-12.10%
Shares1.5K
Event2026-03-31
Filed2026-05-08
QMOM
EA SERIES TRUST
-3.03%
Shares3.7K
Event2026-03-31
Filed2026-05-08
CAT
CATERPILLAR INC
970.27%
Shares396
Event2026-03-31
Filed2026-05-08
GTO
INVESCO ACTIVELY MANAGED EXC
0.00%
Shares5.9K
Event2026-03-31
Filed2026-05-08
AWK
AMERICAN WATER
0.37%
Shares2.2K
Event2026-03-31
Filed2026-05-08
GS
GOLDMAN SACHS GROUP INC
12.03%
Shares298
Event2026-03-31
Filed2026-05-08
MS
MORGAN STANLEY
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-08
ES
EVERSOURCE ENERGY
0.00%
Shares3.9K
Event2026-03-31
Filed2026-05-08
CL
COLGATE PALMOLIVE CO
1.59%
Shares3.2K
Event2026-03-31
Filed2026-05-08
ADP
AUTOMATIC DATA
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-08
PEP
PEPSICO INC
-83.69%
Shares1.7K
Event2026-03-31
Filed2026-05-08
UPS
UNITED PARCEL
-85.49%
Shares2.5K
Event2026-03-31
Filed2026-05-08
CRWV
COREWEAVE INC
New
Shares2.3K
Event2026-03-31
Filed2026-05-08
BDX
BECTON DICKINSON
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-08
SHY
ISHARES 1-3YR
-2.73%
Shares3.0K
Event2026-03-31
Filed2026-05-08
PBJ
INVESCO EXCHANGE TRADED FD T
New
Shares4.9K
Event2026-03-31
Filed2026-05-08
TJX
TJX COS INC NEW
-0.32%
Shares1.6K
Event2026-03-31
Filed2026-05-08
VGK
VANGUARD INTL EQUITY INDEX F
-89.81%
Shares2.8K
Event2026-03-31
Filed2026-05-08
SCHK
SCHWAB STRATEGIC TR
0.00%
Shares7.0K
Event2026-03-31
Filed2026-05-08
FLMB
FRANKLIN TEMPLETON ETF TR
-0.90%
Shares10.1K
Event2026-03-31
Filed2026-05-08
EWW
ISHARES INC
New
Shares3.2K
Event2026-03-31
Filed2026-05-08
VTES
VANGUARD WELLINGTON FD
0.68%
Shares2.4K
Event2026-03-31
Filed2026-05-08
HEI
HEICO CORP NEW
0.00%
Shares889
Event2026-03-31
Filed2026-05-08
FXB
INVESCO CURRENCYSHARES BRIT
New
Shares1.8K
Event2026-03-31
Filed2026-05-08
VYMI
VANGUARD WHITEHALL FDS
-87.84%
Shares2.4K
Event2026-03-31
Filed2026-05-08
TSCO
TRACTOR SUPPLY
0.00%
Shares5.1K
Event2026-03-31
Filed2026-05-08
GNRC
GENERAC HLDGS INC
New
Shares883
Event2026-03-31
Filed2026-05-08
AXSM
AXSOME THERAPEUTICS INC.
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-08
CLF
CLEVELAND-CLIFFS INC NEW
0.00%
Shares22.2K
Event2026-03-31
Filed2026-05-08
AGG
ISHARES CORE
-0.50%
Shares2.2K
Event2026-03-31
Filed2026-05-08
DOGG
FIRST TR EXCHANGE-TRADED FD
4.07%
Shares10.1K
Event2026-03-31
Filed2026-05-08
SCHM
SCHWAB STRATEGIC TR
New
Shares6.1K
Event2026-03-31
Filed2026-05-08
SCHF
SCHWAB STRATEGIC TR
New
Shares7.8K
Event2026-03-31
Filed2026-05-08
CORZ
CORE SCIENTIFIC INC NEW
New
Shares10.3K
Event2026-03-31
Filed2026-05-08
INSW
INTERNATIONAL SEAWAYS INC
New
Shares2.4K
Event2026-03-31
Filed2026-05-08
PDI
PIMCO DYNAMIC INCOME FD
0.23%
Shares11.4K
Event2026-03-31
Filed2026-05-08
MCD
MCDONALDS CORP
0.00%
Shares583
Event2026-03-31
Filed2026-05-08
HSY
HERSHEY COMPANY
0.00%
Shares702
Event2026-03-31
Filed2026-05-08
SYK
STRYKER CORP
0.00%
Shares440
Event2026-03-31
Filed2026-05-08
CEG
CONSTELLATION ENERGY
0.00%
Shares452
Event2026-03-31
Filed2026-05-08
BWXT
BWX TECHNOLOGIES
0.00%
Shares609
Event2026-03-31
Filed2026-05-08
CSX
CSX CORP
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-08
TE
T1 ENERGY INC
-1.55%
Shares25.3K
Event2026-03-31
Filed2026-05-08
NWL
NEWELL BRANDS INC
New
Shares27.6K
Event2026-03-31
Filed2026-05-08
WFC
WELLS FARGO
113.39%
Shares1.3K
Event2026-03-31
Filed2026-05-08
BLACKSTONE INC
BLACKSTONE INC
New
Shares879
Event2026-03-31
Filed2026-05-08
PFE
PFIZER INC
0.00%
Shares3.5K
Event2026-03-31
Filed2026-05-08
PKST
PEAKSTONE REALTY
-6.32%
Shares4.2K
Event2026-03-31
Filed2026-05-08
ISRG
INTUITIVE SURGICAL
0.00%
Shares191
Event2026-03-31
Filed2026-05-08
LXRX
LEXICON PHARMACEUTICALS INC
0.00%
Shares50.0K
Event2026-03-31
Filed2026-05-08
PGEN
PRECIGEN INC
0.00%
Shares19.0K
Event2026-03-31
Filed2026-05-08
ESGV
VANGUARD ESG
0.00%
Shares680
Event2026-03-31
Filed2026-05-08
DUKE ENERGY
DUKE ENERGY
0.00%
Shares570
Event2026-03-31
Filed2026-05-08
GE AEROSPACE
GE AEROSPACE
0.00%
Shares253
Event2026-03-31
Filed2026-05-08
EXC
EXELON CORP
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-08
PKG
PACKAGING CORP
0.00%
Shares300
Event2026-03-31
Filed2026-05-08
BND
VANGUARD TOTAL
0.00%
Shares845
Event2026-03-31
Filed2026-05-08
USB
U S BANCORP DE
1144.09%
Shares1.2K
Event2026-03-31
Filed2026-05-08
SSNC
SS&C TECHNOLOGIES
0.00%
Shares870
Event2026-03-31
Filed2026-05-08
RGLD
ROYAL GOLD
0.00%
Shares223
Event2026-03-31
Filed2026-05-08
SEI
SOLARIS ENERGY
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-08
GEV
GE VERNOVA
0.00%
Shares61
Event2026-03-31
Filed2026-05-08
PRU
PRUDENTIAL FINANCIAL
0.00%
Shares522
Event2026-03-31
Filed2026-05-08
IJK
ISHARES S&P
0.00%
Shares500
Event2026-03-31
Filed2026-05-08
SBUX
STARBUCKS CORP
-94.92%
Shares560
Event2026-03-31
Filed2026-05-08
VSGX
VANGUARD ESG
0.00%
Shares644
Event2026-03-31
Filed2026-05-08
SHEL
SHELL PLC
0.00%
Shares492
Event2026-03-31
Filed2026-05-08
DLN
WISDOMTREE U S
0.00%
Shares500
Event2026-03-31
Filed2026-05-08
BAC
BANK AMERICA
0.00%
Shares914
Event2026-03-31
Filed2026-05-08
APLE
APPLE HOSPITALITY
6.49%
Shares3.8K
Event2026-03-31
Filed2026-05-08
WBD
WARNER BROS
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-08
FNV
FRANCO NEVADA
0.00%
Shares176
Event2026-03-31
Filed2026-05-08
VXUS
VANGUARD TOTAL
654.79%
Shares551
Event2026-03-31
Filed2026-05-08
BNDX
VANGUARD TOTAL
0.00%
Shares878
Event2026-03-31
Filed2026-05-08
PFG
PRINCIPAL FINANCIAL
0.00%
Shares458
Event2026-03-31
Filed2026-05-08
ETR
ENTERGY CORP
0.00%
Shares344
Event2026-03-31
Filed2026-05-08
MPC
MARATHON PETROLEUM
0.00%
Shares157
Event2026-03-31
Filed2026-05-08
SPGI
S&P GLOBAL
0.00%
Shares90
Event2026-03-31
Filed2026-05-08
IJS
ISHARES S&P
0.00%
Shares317
Event2026-03-31
Filed2026-05-08
QTEC
FIRST TRUST
0.00%
Shares170
Event2026-03-31
Filed2026-05-08
CMCSA
COMCAST CORP
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-08
DIS
WALT DISNEY
-82.80%
Shares371
Event2026-03-31
Filed2026-05-08
FSK
FS KKR
0.00%
Shares3.5K
Event2026-03-31
Filed2026-05-08
GILD
GILEAD SCIENCES
0.00%
Shares246
Event2026-03-31
Filed2026-05-08
XLK
STATE STREET
35.79%
Shares258
Event2026-03-31
Filed2026-05-08
CIK
CREDIT SUISSE ASSET MGMT
0.00%
Shares12.3K
Event2026-03-31
Filed2026-05-08
BMY
BRISTOL MYERS
0.00%
Shares500
Event2026-03-31
Filed2026-05-08
COP
CONOCOPHILLIPS
0.00%
Shares219
Event2026-03-31
Filed2026-05-08
SECT
MAIN SECTOR
0.00%
Shares465
Event2026-03-31
Filed2026-05-08
PAYX
PAYCHEX INC
0.00%
Shares298
Event2026-03-31
Filed2026-05-08
SCCO
SOUTHERN COPPER
0.64%
Shares157
Event2026-03-31
Filed2026-05-08
CTVA
CORTEVA INC
0.00%
Shares318
Event2026-03-31
Filed2026-05-08
HON
HONEYWELL INTL
0.00%
Shares115
Event2026-03-31
Filed2026-05-08
CLM
CORNERSTONE STRATEGIC
New
Shares3.4K
Event2026-03-31
Filed2026-05-08
NKE
NIKE INC
0.00%
Shares470
Event2026-03-31
Filed2026-05-08
RTX
RTX CORP
-98.66%
Shares122
Event2026-03-31
Filed2026-05-08
CBZ
CBIZ INC
0.00%
Shares875
Event2026-03-31
Filed2026-05-08
TXNM
TXNM ENERGY
0.00%
Shares400
Event2026-03-31
Filed2026-05-08
LQD
ISHARES IBOXX
0.00%
Shares200
Event2026-03-31
Filed2026-05-08
MMM
3M COMPANY
0.00%
Shares150
Event2026-03-31
Filed2026-05-08
IVE
ISHARES S&P
0.00%
Shares100
Event2026-03-31
Filed2026-05-08
MFC
MANULIFE FINANCIAL
0.00%
Shares605
Event2026-03-31
Filed2026-05-08
PNC
PNC FINANCIAL
0.00%
Shares100
Event2026-03-31
Filed2026-05-08
EOS
EATON VANCE
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-08
BN
BROOKFIELD CORP
0.00%
Shares505
Event2026-03-31
Filed2026-05-08
BSCQ
INVESCO BULLETSHARES
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-08
MEDTRONIC PLC
MEDTRONIC PLC
0.00%
Shares230
Event2026-03-31
Filed2026-05-08
VCLT
VANGUARD LONG
0.00%
Shares266
Event2026-03-31
Filed2026-05-08
TXN
TEXAS INSTRUMENTS
0.00%
Shares98
Event2026-03-31
Filed2026-05-08
UGI
UGI CORP
0.00%
Shares515
Event2026-03-31
Filed2026-05-08
CPK
CHESAPEAKE UTILITY
0.00%
Shares146
Event2026-03-31
Filed2026-05-08
QNITY ELECTRONICS
QNITY ELECTRONICS
0.00%
Shares158
Event2026-03-31
Filed2026-05-08
F
FORD MOTOR
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-08
CVS
CVS HEALTH
0.00%
Shares250
Event2026-03-31
Filed2026-05-08
CSQ
CALAMOS STRATEGIC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-08
INVESCO FTSE
INVESCO FTSE
0.00%
Shares360
Event2026-03-31
Filed2026-05-08
EFA
ISHARES MSCI
0.00%
Shares173
Event2026-03-31
Filed2026-05-08
AEP
AMERICAN ELECTRIC
0.00%
Shares125
Event2026-03-31
Filed2026-05-08
MAR
MARRIOTT INTL
0.00%
Shares50
Event2026-03-31
Filed2026-05-08
BBN
BLACKROCK TXBL
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-08
IGM
ISHARES EXPANDED
0.00%
Shares132
Event2026-03-31
Filed2026-05-08
CGW
INVESCO S&P
0.00%
Shares244
Event2026-03-31
Filed2026-05-08
CSCO
CISCO SYSTEMS
0.00%
Shares201
Event2026-03-31
Filed2026-05-08
PPL
PPL CORP
0.00%
Shares404
Event2026-03-31
Filed2026-05-08
GNL
GLOBAL NET
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-08
ORLY
O REILLY AUTOMOTIVE
0.00%
Shares165
Event2026-03-31
Filed2026-05-08
ABBV
ABBVIE INC
0.00%
Shares69
Event2026-03-31
Filed2026-05-08
VNQ
VANGUARD REAL
0.00%
Shares167
Event2026-03-31
Filed2026-05-08
FAST
FASTENAL CO
0.00%
Shares310
Event2026-03-31
Filed2026-05-08
OLP
ONE LIBERTY PPTYS INC
0.00%
Shares634
Event2026-03-31
Filed2026-05-08
CQP
CHENIERE ENERGY
New
Shares195
Event2026-03-31
Filed2026-05-08
NI
NISOURCE INC
0.00%
Shares257
Event2026-03-31
Filed2026-05-08
DG
DOLLAR GENL
-98.19%
Shares100
Event2026-03-31
Filed2026-05-08
RNP
COHEN & STEERS
0.00%
Shares600
Event2026-03-31
Filed2026-05-08
IYJ
ISHARES U S
0.00%
Shares80
Event2026-03-31
Filed2026-05-08
CITIGROUP INC
CITIGROUP INC
0.00%
Shares100
Event2026-03-31
Filed2026-05-08
PECO
PHILLIPS EDISON
0.00%
Shares300
Event2026-03-31
Filed2026-05-08
GM
GENERAL MOTORS
0.00%
Shares148
Event2026-03-31
Filed2026-05-08
AEE
AMEREN CORP
0.00%
Shares100
Event2026-03-31
Filed2026-05-08
KR
KROGER CO
0.00%
Shares144
Event2026-03-31
Filed2026-05-08
ICVT
ISHARES CONV
0.00%
Shares102
Event2026-03-31
Filed2026-05-08
PJP
INVESCO PHARMACEUTICALS
0.00%
Shares100
Event2026-03-31
Filed2026-05-08
ALCO
ALICO INC
0.00%
Shares246
Event2026-03-31
Filed2026-05-08
GUNR
FLEXSHARES MORNINGSTAR
0.00%
Shares184
Event2026-03-31
Filed2026-05-08
KD
KYNDRYL HOLDINGS
0.00%
Shares769
Event2026-03-31
Filed2026-05-08
TGT
TARGET CORP
0.00%
Shares83
Event2026-03-31
Filed2026-05-08
PH
PARKER-HANNIFIN CORP
0.00%
Shares11
Event2026-03-31
Filed2026-05-08
SCHO
SCHWAB SHORT
0.00%
Shares402
Event2026-03-31
Filed2026-05-08
SMITH & WESSON
SMITH & WESSON
0.00%
Shares674
Event2026-03-31
Filed2026-05-08
EW
EDWARDS LIFESCIENCES
0.00%
Shares120
Event2026-03-31
Filed2026-05-08
EA
ELECTRONIC ARTS
0.00%
Shares47
Event2026-03-31
Filed2026-05-08
TYL
TYLER TECHNOLOGIES
0.00%
Shares27
Event2026-03-31
Filed2026-05-08
UAL
UNITED AIRLINES
0.00%
Shares100
Event2026-03-31
Filed2026-05-08
SOXX
ISHARES SEMICONDUCTOR
New
Shares28
Event2026-03-31
Filed2026-05-08
SPEM
STATE STREET
0.00%
Shares195
Event2026-03-31
Filed2026-05-08
IMKTA
INGLES MARKETS
0.00%
Shares100
Event2026-03-31
Filed2026-05-08
BIDU
BAIDU INC
-99.26%
Shares80
Event2026-03-31
Filed2026-05-08
IYK
ISHARES U S
0.00%
Shares126
Event2026-03-31
Filed2026-05-08
BR
BROADRIDGE FINANCIAL
0.00%
Shares53
Event2026-03-31
Filed2026-05-08
CMI
CUMMINS INC
0.00%
Shares16
Event2026-03-31
Filed2026-05-08
AKR
ACADIA REALTY
0.00%
Shares450
Event2026-03-31
Filed2026-05-08
GIS
GENERAL MILLS
0.00%
Shares229
Event2026-03-31
Filed2026-05-08
BKNG
BOOKING HOLDINGS
0.00%
Shares2
Event2026-03-31
Filed2026-05-08
SHOP
SHOPIFY INC
-99.44%
Shares70
Event2026-03-31
Filed2026-05-08
CMC
COMMERCIAL METALS
0.00%
Shares134
Event2026-03-31
Filed2026-05-08
HPE
HEWLETT PACKARD
0.00%
Shares345
Event2026-03-31
Filed2026-05-08
TD
TORONTO DOMINION
0.00%
Shares82
Event2026-03-31
Filed2026-05-08
DOC
HEALTHPEAK PPTYS
0.00%
Shares465
Event2026-03-31
Filed2026-05-08
HWM
HOWMET AEROSPACE
0.00%
Shares33
Event2026-03-31
Filed2026-05-08
MCI
BARINGS CORP
0.00%
Shares425
Event2026-03-31
Filed2026-05-08
TTC
TORO CO
0.00%
Shares76
Event2026-03-31
Filed2026-05-08
MLPX
GLOBAL X
0.00%
Shares96
Event2026-03-31
Filed2026-05-08
ZTS
ZOETIS INC
0.00%
Shares60
Event2026-03-31
Filed2026-05-08
MET
METLIFE INC
0.00%
Shares100
Event2026-03-31
Filed2026-05-08
DUPONT DE
DUPONT DE
0.00%
Shares153
Event2026-03-31
Filed2026-05-08
WIA
WESTERN ASSET
0.00%
Shares866
Event2026-03-31
Filed2026-05-08
VAW
VANGUARD MATERIALS
0.00%
Shares31
Event2026-03-31
Filed2026-05-08
COF
CAPITAL ONE
0.00%
Shares38
Event2026-03-31
Filed2026-05-08
PFFD
GLOBAL X
0.00%
Shares375
Event2026-03-31
Filed2026-05-08
TFC
TRUIST FINANCIAL
0.00%
Shares150
Event2026-03-31
Filed2026-05-08
UNP
UNION PACIFIC CORP
0.00%
Shares28
Event2026-03-31
Filed2026-05-08
HP INC
HP INC
0.00%
Shares351
Event2026-03-31
Filed2026-05-08
DAL
DELTA AIRLINES
0.00%
Shares100
Event2026-03-31
Filed2026-05-08
LMT
LOCKHEED MARTIN
0.00%
Shares11
Event2026-03-31
Filed2026-05-08
DOW
DOW INC
0.00%
Shares153
Event2026-03-31
Filed2026-05-08
MUA
BLACKROCK MUNIASSETS
New
Shares589
Event2026-03-31
Filed2026-05-08
SIRIUSXM HOLDINGS
SIRIUSXM HOLDINGS
0.00%
Shares267
Event2026-03-31
Filed2026-05-08
AVK
ADVENT CONV
0.00%
Shares544
Event2026-03-31
Filed2026-05-08
UTF
COHEN & STEERS
0.00%
Shares228
Event2026-03-31
Filed2026-05-08
HOG
HARLEY DAVIDSON
0.00%
Shares290
Event2026-03-31
Filed2026-05-08
VTIP
VANGUARD SHORT
0.00%
Shares117
Event2026-03-31
Filed2026-05-08
GEHC
GE HEALTHCARE
0.00%
Shares81
Event2026-03-31
Filed2026-05-08
CLX
CLOROX COMPANY
0.00%
Shares55
Event2026-03-31
Filed2026-05-08
EPD
ENTERPRISE PRODUCTS
0.00%
Shares150
Event2026-03-31
Filed2026-05-08
HYT
BLACKROCK CORP
0.00%
Shares666
Event2026-03-31
Filed2026-05-08
DIV
GLOBAL X
0.00%
Shares300
Event2026-03-31
Filed2026-05-08
ED
CONSOLIDATED EDISON
0.00%
Shares50
Event2026-03-31
Filed2026-05-08
CHY
CALAMOS CONVERTIBLE
0.00%
Shares500
Event2026-03-31
Filed2026-05-08
IEF
ISHARES 7-10YR
0.00%
Shares54
Event2026-03-31
Filed2026-05-08
VTRS
VIATRIS INC
0.00%
Shares380
Event2026-03-31
Filed2026-05-08
MLPA
GLOBAL X
0.00%
Shares93
Event2026-03-31
Filed2026-05-08
STT
STATE STREET
0.00%
Shares39
Event2026-03-31
Filed2026-05-08
LIBERTY LIVE
LIBERTY LIVE
0.00%
Shares52
Event2026-03-31
Filed2026-05-08
CMG
CHIPOTLE MEXICAN
0.00%
Shares150
Event2026-03-31
Filed2026-05-08
ZBH
ZIMMER BIOMET
0.00%
Shares50
Event2026-03-31
Filed2026-05-08
SPFF
GLOBAL X
0.00%
Shares500
Event2026-03-31
Filed2026-05-08
XLB
STATE STREET
0.00%
Shares88
Event2026-03-31
Filed2026-05-08
VTV
VANGUARD VALUE
0.00%
Shares22
Event2026-03-31
Filed2026-05-08
PBT
PERMIAN BASIN
0.00%
Shares200
Event2026-03-31
Filed2026-05-08
CARR
CARRIER GLOBAL
0.00%
Shares76
Event2026-03-31
Filed2026-05-08
LIBERTY MEDIA
LIBERTY MEDIA
0.00%
Shares50
Event2026-03-31
Filed2026-05-08
EMR
EMERSON ELECTRIC
0.00%
Shares32
Event2026-03-31
Filed2026-05-08
MDLZ
MONDELEZ INTERNATIONAL
0.00%
Shares69
Event2026-03-31
Filed2026-05-08
BANC
BANC CALIFORNIA
0.00%
Shares225
Event2026-03-31
Filed2026-05-08
VBK
VANGUARD SMALL
0.00%
Shares13
Event2026-03-31
Filed2026-05-08
EDIV
STATE STREET
0.00%
Shares98
Event2026-03-31
Filed2026-05-08
HYLB
XTRACKERS USD
0.00%
Shares106
Event2026-03-31
Filed2026-05-08
ELV
ELEVANCE HEALTH
0.00%
Shares13
Event2026-03-31
Filed2026-05-08
JRI
NUVEEN REAL
0.00%
Shares309
Event2026-03-31
Filed2026-05-08
BROOKFIELD ASSET
BROOKFIELD ASSET
0.00%
Shares84
Event2026-03-31
Filed2026-05-08
MGM
MGM RESORTS
0.00%
Shares100
Event2026-03-31
Filed2026-05-08
ARCC
ARES CAPITAL
0.00%
Shares192
Event2026-03-31
Filed2026-05-08
SAM
BOSTON BEER
0.00%
Shares15
Event2026-03-31
Filed2026-05-08
GENERAL DYNAMICS
GENERAL DYNAMICS
0.00%
Shares10
Event2026-03-31
Filed2026-05-08
SPXX
NUVEEN S&P 500
New
Shares209
Event2026-03-31
Filed2026-05-08
ALK
ALASKA AIR
0.00%
Shares89
Event2026-03-31
Filed2026-05-08
TDC
TERADATA CORP
0.00%
Shares126
Event2026-03-31
Filed2026-05-08
BBEU
JPMORGAN BUILDERS
0.00%
Shares44
Event2026-03-31
Filed2026-05-08
NFJ
VIRTUS DIVID
0.00%
Shares250
Event2026-03-31
Filed2026-05-08
DELL
DELL TECHNOLOGIES
0.00%
Shares18
Event2026-03-31
Filed2026-05-08
OTIS
OTIS WORLDWIDE
0.00%
Shares38
Event2026-03-31
Filed2026-05-08
DCI
DONALDSON CO
0.00%
Shares34
Event2026-03-31
Filed2026-05-08
RQI
COHEN & STEERS
0.00%
Shares230
Event2026-03-31
Filed2026-05-08
BIIB
BIOGEN INC
0.00%
Shares15
Event2026-03-31
Filed2026-05-08
PSA
PUBLIC STORAGE
0.00%
Shares10
Event2026-03-31
Filed2026-05-08
NATL
NCR ATLEOS
0.00%
Shares62
Event2026-03-31
Filed2026-05-08
SWKS
SKYWORKS SOLUTIONS
0.00%
Shares50
Event2026-03-31
Filed2026-05-08
LBRDK
LIBERTY BROADBAND
0.00%
Shares50
Event2026-03-31
Filed2026-05-08
SJM
SMUCKER JM
0.00%
Shares26
Event2026-03-31
Filed2026-05-08
JCI
JOHNSON CONTROLS
0.00%
Shares19
Event2026-03-31
Filed2026-05-08
SOLV
SOLVENTUM CORP
0.00%
Shares37
Event2026-03-31
Filed2026-05-08
OMC
OMNICOM GROUP
0.00%
Shares32
Event2026-03-31
Filed2026-05-08
LIBERTY LIVE
LIBERTY LIVE
0.00%
Shares26
Event2026-03-31
Filed2026-05-08
PNNT
PENNANTPARK INVESTMENT
0.00%
Shares523
Event2026-03-31
Filed2026-05-08
EMN
EASTMAN CHEMICAL
0.00%
Shares30
Event2026-03-31
Filed2026-05-08
JJSF
J & J SNACK
0.00%
Shares28
Event2026-03-31
Filed2026-05-08
JPMORGAN BETABUILDERS
JPMORGAN BETABUILDERS
0.00%
Shares23
Event2026-03-31
Filed2026-05-08
SOLSTICE ADVANCED
SOLSTICE ADVANCED
0.00%
Shares28
Event2026-03-31
Filed2026-05-08
HRL
HORMEL FOODS
0.00%
Shares88
Event2026-03-31
Filed2026-05-08
KEYS
KEYSIGHT TECHNOLOGIES
0.00%
Shares7
Event2026-03-31
Filed2026-05-08
LEG
LEGGETT & PLATT
0.00%
Shares200
Event2026-03-31
Filed2026-05-08
LIBERTY MEDIA
LIBERTY MEDIA
0.00%
Shares25
Event2026-03-31
Filed2026-05-08
NOK
NOKIA CORP
0.00%
Shares240
Event2026-03-31
Filed2026-05-08
FOXA
FOX CORP
0.00%
Shares33
Event2026-03-31
Filed2026-05-08
TNC
TENNANT CO
0.00%
Shares29
Event2026-03-31
Filed2026-05-08
CRCL
CIRCLE INTERNET
New
Shares20
Event2026-03-31
Filed2026-05-08
CALM
CAL MAINE FOODS
0.00%
Shares24
Event2026-03-31
Filed2026-05-08
NRO
NEUBERGER REAL
0.00%
Shares666
Event2026-03-31
Filed2026-05-08
NCLH
NORWEGIAN CRUISE
0.00%
Shares100
Event2026-03-31
Filed2026-05-08
NATIONAL GRID
NATIONAL GRID
0.00%
Shares22
Event2026-03-31
Filed2026-05-08
VERSANT MEDIA
VERSANT MEDIA
New
Shares50
Event2026-03-31
Filed2026-05-08
A
AGILENT TECHNOLOGIES
0.00%
Shares16
Event2026-03-31
Filed2026-05-08
PSMT
PRICESMART INC
0.00%
Shares12
Event2026-03-31
Filed2026-05-08

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Fortis Group Advisors, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo