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The Analysis of Fortitude Family Office, LLC's Holdings & P&L

Currently, Fortitude Family Office, LLC holds 1884 types of securities in its portfolio with a total value $445.2M. In the most recent quarter, they have increased their positions in N/A (+710.5K shares, valued at $33.4M), VBIL (+53.6K shares, valued at $4.1M), IVV (+5.0K shares, valued at $3.3M); decreased their positions in KNX (-185.4K shares, valued at $10.7M), AAPL (-15.0K shares, valued at $3.8M), N/A (-4.8K shares, valued at $2.7M); initiated new positions in N/A (+710.5K shares, valued at $33.4M), FBTC (+8.6K shares, valued at $509.9K), ONDS (+4.1K shares, valued at $36.8K).

1M P&L

+12.8M+3.12%

3M P&L

-26.1M-5.82%

HY P&L

+8.0M+1.93%

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/A309.6M

80.4%

2Consumer Electronics13.7M

3.5%

3Oil & Gas Integrated5.8M

1.5%

Top Industries by Stock Count

1N/A139 stocks

8.0%

2Biotechnology119 stocks

6.8%

3Banks - Regional92 stocks

5.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES CORE S&P 500 ETF55.6K shares9.89%2026-03-312026-04-16

AVANTIS TOTAL EQUITY MARKETS ETF AVANTIS TOTAL EQUITY MARKETS ETF710.5K sharesnew addition2026-03-312026-04-16

VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF336.4K shares18.94%2026-03-312026-04-16

IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF278.4K shares10.34%2026-03-312026-04-16

DFIP DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF504.3K shares17.68%2026-03-312026-04-16

DBMF IMGP DBI MANAGED FUTURES STRATEGY ETF496.6K shares10.69%2026-03-312026-04-16

AAPL APPLE INC COM53.7K shares-21.83%2026-03-312026-04-16

VEA VANGUARD FTSE DEVELOPED MARKETS ETF209.2K shares-1.20%2026-03-312026-04-16

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VO VANGUARD MID-CAP ETF46.3K shares10.82%2026-03-312026-04-16

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF19.5K shares-0.06%2026-03-312026-04-16

AVLV AVANTIS U.S. LARGE CAP VALUE ETF131.0K shares10.35%2026-03-312026-04-16

DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF303.7K shares11.96%2026-03-312026-04-16

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF144.6K shares8.39%2026-03-312026-04-16

BKLN INVESCO SENIOR LOAN ETF421.8K shares7.86%2026-03-312026-04-16

AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF76.0K shares9.55%2026-03-312026-04-16

IJH ISHARES CORE S&P MID-CAP ETF102.1K shares-0.17%2026-03-312026-04-16

Sponsored

AVEM AVANTIS EMERGING MARKETS EQUITY ETF78.8K shares-0.21%2026-03-312026-04-16

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF78.9K shares7.83%2026-03-312026-04-16

IJR ISHARES CORE S&P SMALL CAP ETF49.7K shares8.38%2026-03-312026-04-16

IYW ISHARES U.S. TECHNOLOGY ETF32.2K shares-0.26%2026-03-312026-04-16

JAAA JANUS HENDERSON AAA CLO ETF106.6K shares49.25%2026-03-312026-04-16

CVX CHEVRON CORPORATION COM25.6K shares-30.79%2026-03-312026-04-16

UTI UNIVERSAL TECHNICAL INST INC COM140.8K shares0.00%2026-03-312026-04-16

IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF119.3K shares0.00%2026-03-312026-04-16

Sponsored

IEFA ISHARES CORE MSCI EAFE ETF53.5K shares0.00%2026-03-312026-04-16

DFAT DIMENSIONAL U.S. TARGETED VALUE ETF76.1K shares10.43%2026-03-312026-04-16

FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF158.1K shares-0.08%2026-03-312026-04-16

VWO VANGUARD FTSE EMERGING MARKETS ETF76.9K shares-0.20%2026-03-312026-04-16

KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A61.9K shares-74.97%2026-03-312026-04-16

NVDA NVIDIA CORPORATION COM17.8K shares-12.98%2026-03-312026-04-16

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I5.0K shares-48.87%2026-03-312026-04-16

SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF37.4K shares-0.70%2026-03-312026-04-16

Sponsored

FLBL FRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND120.6K shares-6.85%2026-03-312026-04-16

LLY ELI LILLY & CO COM3.0K shares-3.73%2026-03-312026-04-16

TIP ISHARES TIPS BOND ETF24.1K shares-16.36%2026-03-312026-04-16

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A9.0K shares-18.41%2026-03-312026-04-16

JPST JPMORGAN ULTRA-SHORT INCOME ETF47.8K shares36.54%2026-03-312026-04-16

VB VANGUARD SMALL-CAP ETF9.0K shares-0.08%2026-03-312026-04-16

MSFT MICROSOFT CORP COM6.3K shares-13.28%2026-03-312026-04-16

AVUV AVANTIS U.S. SMALL CAP VALUE ETF21.0K shares-1.28%2026-03-312026-04-16

Sponsored

VOE VANGUARD MID-CAP VALUE ETF12.3K shares0.00%2026-03-312026-04-16

ET ENERGY TRANSFER L P COM UT LTD PTN115.4K shares13.17%2026-03-312026-04-16

IVE ISHARES S&P 500 VALUE ETF10.3K shares-0.95%2026-03-312026-04-16

VBR VANGUARD SMALL CAP VALUE ETF10.0K shares0.00%2026-03-312026-04-16

VONV VANGUARD RUSSELL 1000 VALUE ETF23.1K shares0.00%2026-03-312026-04-16

SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF44.7K shares-1.58%2026-03-312026-04-16

AVXC AVANTIS EMERGING MARKETS EX-CHINA EQUITY ETF30.8K shares-0.31%2026-03-312026-04-16

DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF50.0K shares0.00%2026-03-312026-04-16

Sponsored

XMMO INVESCO S&P MIDCAP MOMENTUM ETF12.3K shares0.00%2026-03-312026-04-16

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C6.0K shares-18.46%2026-03-312026-04-16

AMZN AMAZON COM INC COM7.9K shares-11.01%2026-03-312026-04-16

KKR & CO INC COM KKR & CO INC COM17.7K shares-30.95%2026-03-312026-04-16

SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF34.7K shares-0.34%2026-03-312026-04-16

T AT&T INC COM48.1K shares-2.31%2026-03-312026-04-16

COST COSTCO WHOLESALE CORPORATION COM1.4K shares-35.00%2026-03-312026-04-16

IVOV VANGUARD S&P MID-CAP 400 VALUE ETF13.2K shares0.00%2026-03-312026-04-16

Sponsored

IWO ISHARES RUSSELL 2000 GROWTH ETF4.0K shares0.00%2026-03-312026-04-16

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW2.6K shares8.19%2026-03-312026-04-16

MU MICRON TECHNOLOGY INC COM3.6K shares-41.49%2026-03-312026-04-16

IJK ISHARES S&P MID-CAP 400 GROWTH ETF11.5K shares-0.65%2026-03-312026-04-16

IWD ISHARES RUSSELL 1000 VALUE ETF5.3K shares0.00%2026-03-312026-04-16

LRGE CLEARBRIDGE LARGE CAP GROWTH SELECT ETF13.6K shares-50.00%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO COM3.4K shares-63.43%2026-03-312026-04-16

VTI VANGUARD TOTAL STOCK MARKET ETF2.9K shares0.07%2026-03-312026-04-16

Sponsored

ABBV ABBVIE INC COM4.3K shares-22.82%2026-03-312026-04-16

HD HOME DEPOT INC COM2.8K shares-43.60%2026-03-312026-04-16

IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF6.1K shares-0.54%2026-03-312026-04-16

EFA ISHARES MSCI EAFE ETF8.8K shares0.00%2026-03-312026-04-16

META META PLATFORMS INC CL A1.5K shares-13.55%2026-03-312026-04-16

FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF18.2K shares-0.68%2026-03-312026-04-16

V VISA INC COM CL A2.8K shares-1.14%2026-03-312026-04-16

STIP ISHARES 0-5 YEAR TIPS BOND ETF7.9K shares1249.57%2026-03-312026-04-16

Sponsored

BROADCOM INC COM BROADCOM INC COM2.6K shares-31.97%2026-03-312026-04-16

DFLV DIMENSIONAL US LARGE CAP VALUE ETF22.5K shares0.00%2026-03-312026-04-16

SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF13.2K shares0.00%2026-03-312026-04-16

IWM ISHARES RUSSELL 2000 ETF2.9K shares0.00%2026-03-312026-04-16

INVESCO RAFI US 1000 ETF INVESCO RAFI US 1000 ETF14.4K shares0.00%2026-03-312026-04-16

IWY ISHARES RUSSELL TOP 200 GROWTH ETF2.6K shares-50.00%2026-03-312026-04-16

PFF ISHARES PREFERRED & INCOME SECURITIES ETF19.7K shares-2.19%2026-03-312026-04-16

ISHARES GOLD TRUST ISHARES GOLD TRUST6.3K shares18.93%2026-03-312026-04-16

Sponsored

MA MASTERCARD INCORPORATED CL A1.1K shares1.57%2026-03-312026-04-16

RTX RTX CORPORATION COM2.7K shares-9.94%2026-03-312026-04-16

FBTC FIDELITY WISE ORIGIN BITCOIN FUND8.6K sharesnew addition2026-03-312026-04-16

SPY STATE STREET SPDR S&P 500 ETF764 shares0.00%2026-03-312026-04-16

TSLA TESLA INC COM1.3K shares9.89%2026-03-312026-04-16

JNJ JOHNSON & JOHNSON COM2.0K shares3.04%2026-03-312026-04-16

IOO ISHARES GLOBAL 100 ETF3.9K shares-50.00%2026-03-312026-04-16

MCD MCDONALDS CORP COM1.5K shares-4.13%2026-03-312026-04-16

Sponsored

SDY STATE STREET SPDR S&P DIVIDEND ETF3.2K shares0.00%2026-03-312026-04-16

XOM EXXON MOBIL CORP COM2.7K shares-29.54%2026-03-312026-04-16

CITIGROUP INC COM NEW CITIGROUP INC COM NEW3.8K shares1.10%2026-03-312026-04-16

IWS ISHARES RUSSELL MID-CAP VALUE ETF3.0K shares0.00%2026-03-312026-04-16

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF2.2K shares-1.20%2026-03-312026-04-16

CAT CATERPILLAR INC COM592 shares53.77%2026-03-312026-04-16

AMGN AMGEN INC COM1.2K shares-54.81%2026-03-312026-04-16

IWF ISHARES RUSSELL 1000 GROWTH ETF968 shares0.00%2026-03-312026-04-16

Sponsored

SPXN PROSHARES S&P 500 EX-FINANCIALS ETF5.8K shares-50.00%2026-03-312026-04-16

GS GOLDMAN SACHS GROUP INC COM433 shares-74.56%2026-03-312026-04-16

DFSV DIMENSIONAL US SMALL CAP VALUE ETF10.2K shares0.00%2026-03-312026-04-16

WMT WALMART INC COM2.6K shares29.80%2026-03-312026-04-16

ABT ABBOTT LABORATORIES COM3.2K shares2.30%2026-03-312026-04-16

IRM IRON MTN INC DEL COM3.1K shares0.00%2026-03-312026-04-16

DHI D R HORTON INC COM2.3K shares-72.08%2026-03-312026-04-16

BAC BANK OF AMER CORP COM6.3K shares-70.07%2026-03-312026-04-16

Sponsored

XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF6.3K shares0.00%2026-03-312026-04-16

USB US BANCORP COM NEW5.3K shares4.83%2026-03-312026-04-16

XNTK STATE STREET SPDR NYSE TECHNOLOGY ETF1.0K shares0.00%2026-03-312026-04-16

VBK VANGUARD SMALL-CAP GROWTH ETF840 shares0.00%2026-03-312026-04-16

MERCK & CO INC COM MERCK & CO INC COM2.0K shares20.86%2026-03-312026-04-16

MO ALTRIA GROUP INC COM3.7K shares-7.57%2026-03-312026-04-16

SBUX STARBUCKS CORP COM2.6K shares7.38%2026-03-312026-04-16

IBM INTERNATIONAL BUSINESS MACHS COM956 shares-40.58%2026-03-312026-04-16

Sponsored

LAM RESEARCH CORP COM NEW LAM RESEARCH CORP COM NEW1.0K shares8.63%2026-03-312026-04-16

IWN ISHARES RUSSELL 2000 VALUE ETF1.1K shares0.00%2026-03-312026-04-16

PLTR PALANTIR TECHNOLOGIES INC CL A1.4K shares8.28%2026-03-312026-04-16

NEE NEXTERA ENERGY INC COM2.2K shares14.37%2026-03-312026-04-16

REM ISHARES MORTGAGE REAL ESTATE ETF9.4K shares13.58%2026-03-312026-04-16

BSX BOSTON SCIENTIFIC CORP COM3.2K shares-4.04%2026-03-312026-04-16

YUM YUM BRANDS INC COM1.3K shares3.14%2026-03-312026-04-16

VZ VERIZON COMMUNICATIONS INC COM3.8K shares11.26%2026-03-312026-04-16

Sponsored

CB CHUBB LTD SWITZ COM575 shares7.48%2026-03-312026-04-16

PG PROCTER & GAMBLE CO COM1.3K shares17.56%2026-03-312026-04-16

COP CONOCOPHILLIPS COM1.4K shares0.58%2026-03-312026-04-16

ISRG INTUITIVE SURGICAL INC COM NEW391 shares-18.20%2026-03-312026-04-16

XBI STATE STREET SPDR S&P BIOTECH ETF1.4K shares0.00%2026-03-312026-04-16

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW1.4K shares2.34%2026-03-312026-04-16

ALNY ALNYLAM PHARMACEUTICALS INC COM522 shares0.97%2026-03-312026-04-16

SO SOUTHERN CO COM1.7K shares4.25%2026-03-312026-04-16

Sponsored

DEO DIAGEO PLC SPON ADR NEW2.2K shares-0.89%2026-03-312026-04-16

DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST355 shares-78.91%2026-03-312026-04-16

CSCO CISCO SYS INC COM2.0K shares-60.66%2026-03-312026-04-16

EATON CORP PLC SHS EATON CORP PLC SHS414 shares-44.87%2026-03-312026-04-16

PM PHILIP MORRIS INTL INC COM888 shares22.82%2026-03-312026-04-16

INVESCO RAFI US 1500 SMALL-MID ETF INVESCO RAFI US 1500 SMALL-MID ETF3.1K shares0.00%2026-03-312026-04-16

PNW PINNACLE WEST CAP CORP COM1.4K shares4.30%2026-03-312026-04-16

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS416 shares-14.75%2026-03-312026-04-16

Sponsored

LINDE PLC SHS LINDE PLC SHS281 shares28.90%2026-03-312026-04-16

NFLX NETFLIX INC. COM1.4K shares-40.14%2026-03-312026-04-16

ADI ANALOG DEVICES INC COM433 shares13.95%2026-03-312026-04-16

BLACKROCK INC COM BLACKROCK INC COM142 shares-83.20%2026-03-312026-04-16

QCOM QUALCOMM INC COM1.0K shares9.17%2026-03-312026-04-16

TJX TJX COS INC NEW COM832 shares13.97%2026-03-312026-04-16

WFC WELLS FARGO & CO COM1.6K shares-75.26%2026-03-312026-04-16

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF3.3K shares0.00%2026-03-312026-04-16

Sponsored

DE DEERE & CO COM221 shares301.82%2026-03-312026-04-16

SPG SIMON PPTY GROUP INC NEW COM647 shares0.00%2026-03-312026-04-16

CEG CONSTELLATION ENERGY CORP COM418 shares-26.54%2026-03-312026-04-16

AVUS AVANTIS U.S. EQUITY ETF1.0K shares0.00%2026-03-312026-04-16

MS MORGAN STANLEY COM NEW651 shares-11.31%2026-03-312026-04-16

AMAT APPLIED MATLS INC COM312 shares-17.24%2026-03-312026-04-16

KR KROGER CO COM1.5K shares47.58%2026-03-312026-04-16

AMD ADVANCED MICRO DEVICES INC COM519 shares2.77%2026-03-312026-04-16

Sponsored

KRNT KORNIT DIGITAL LTD SHS7.1K shares-13.38%2026-03-312026-04-16

UNP UNION PAC CORP COM426 shares41.53%2026-03-312026-04-16

APH AMPHENOL CORP CL A818 shares-31.66%2026-03-312026-04-16

LOW LOWES COS INC COM434 shares9.60%2026-03-312026-04-16

KO COCA COLA CO COM1.3K shares73.37%2026-03-312026-04-16

SOXX ISHARES SEMICONDUCTOR ETF306 shares0.00%2026-03-312026-04-16

WDC WESTERN DIGITAL CORP COM368 shares80.39%2026-03-312026-04-16

PH PARKER-HANNIFIN CORP COM108 shares-27.03%2026-03-312026-04-16

Sponsored

BABA ALIBABA GROUP HLDG LTD SPONSORED ADS770 shares-2.16%2026-03-312026-04-16

BLACKSTONE INC COM BLACKSTONE INC COM808 shares-30.52%2026-03-312026-04-16

THE CIGNA GROUP COM THE CIGNA GROUP COM339 shares10.78%2026-03-312026-04-16

LMT LOCKHEED MARTIN CORP COM149 shares-85.11%2026-03-312026-04-16

GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM262 shares17.49%2026-03-312026-04-16

NOC NORTHROP GRUMMAN CORP COM130 shares-83.77%2026-03-312026-04-16

SHEL SHELL PLC SPON ADS950 shares0.00%2026-03-312026-04-16

BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF2.6K shares0.42%2026-03-312026-04-16

Sponsored

FAST FASTENAL CO COM1.8K shares13.68%2026-03-312026-04-16

MSI MOTOROLA SOLUTIONS INC COM NEW195 shares21.88%2026-03-312026-04-16

GILD GILEAD SCIENCES INC COM607 shares50.25%2026-03-312026-04-16

GDXJ VANECK JUNIOR GOLD MINERS ETF703 shares0.00%2026-03-312026-04-16

SAP SAP SE SPON ADR477 shares0.00%2026-03-312026-04-16

BK BANK NEW YORK MELLON CORP COM674 shares8.36%2026-03-312026-04-16

MCK MCKESSON CORP COM92 shares-63.49%2026-03-312026-04-16

ICE INTERCONTINENTAL EXCHANGE INC COM506 shares18.22%2026-03-312026-04-16

Sponsored

PEP PEPSICO INC COM510 shares60.38%2026-03-312026-04-16

ARTY ISHARES FUTURE AI & TECH ETF1.7K shares0.00%2026-03-312026-04-16

AMP AMERIPRISE FINL INC COM176 shares13.55%2026-03-312026-04-16

OGE OGE ENERGY CORP COM1.6K shares4.87%2026-03-312026-04-16

CARR CARRIER GLOBAL CORPORATION COM1.3K shares8.73%2026-03-312026-04-16

DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF1.9K shares5.72%2026-03-312026-04-16

HON HONEYWELL INTL INC COM331 shares-73.60%2026-03-312026-04-16

DVY ISHARES SELECT DIVIDEND ETF490 shares0.00%2026-03-312026-04-16

Sponsored

DUHP DIMENSIONAL US HIGH PROFITABILITY ETF2.0K shares0.00%2026-03-312026-04-16

RYAAY RYANAIR HOLDINGS PLC SPONSORED ADR1.3K shares0.00%2026-03-312026-04-16

VST VISTRA CORP COM483 shares22.59%2026-03-312026-04-16

UNH UNITEDHEALTH GROUP INC COM266 shares-42.80%2026-03-312026-04-16

ORCL ORACLE CORP COM483 shares-49.74%2026-03-312026-04-16

DHR DANAHER CORP DEL COM372 shares15.53%2026-03-312026-04-16

TRV TRAVELERS COMPANIES INC COM238 shares68.79%2026-03-312026-04-16

ED CONSOLIDATED EDISON INC COM607 shares12.41%2026-03-312026-04-16

Sponsored

SCHW SCHWAB CHARLES CORP COM722 shares18.17%2026-03-312026-04-16

TMO THERMO FISHER SCIENTIFIC INC COM138 shares-90.55%2026-03-312026-04-16

MLM MARTIN MARIETTA MATLS INC COM114 shares9.62%2026-03-312026-04-16

HDV ISHARES CORE HIGH DIVIDEND ETF490 shares0.00%2026-03-312026-04-16

TXN TEXAS INSTRS INC COM338 shares36.29%2026-03-312026-04-16

SHW SHERWIN WILLIAMS CO COM204 shares25.93%2026-03-312026-04-16

PFFD GLOBAL X U.S. PREFERRED ETF3.5K shares0.00%2026-03-312026-04-16

CMI CUMMINS INC COM120 shares23.71%2026-03-312026-04-16

Sponsored

DELL DELL TECHNOLOGIES INC CL C374 shares-0.53%2026-03-312026-04-16

ECL ECOLAB INC COM230 shares4.07%2026-03-312026-04-16

ARKK ARK INNOVATION ETF903 shares0.00%2026-03-312026-04-16

F FORD MTR CO COM5.3K shares21.43%2026-03-312026-04-16

WRB BERKLEY W R CORP COM919 shares-27.12%2026-03-312026-04-16

KLAC KLA CORP COM NEW41 shares-59.00%2026-03-312026-04-16

MPC MARATHON PETE CORP COM247 shares47.90%2026-03-312026-04-16

CVNA CARVANA CO CL A188 shares840.00%2026-03-312026-04-16

Sponsored

TMUS T-MOBILE US INC COM277 shares35.12%2026-03-312026-04-16

WELL WELLTOWER INC COM292 shares0.00%2026-03-312026-04-16

VRT VERTIV HOLDINGS CO COM CL A230 shares98.28%2026-03-312026-04-16

MPLX MPLX LP COM UNIT REP LTD1.0K shares0.00%2026-03-312026-04-16

MDLZ MONDELEZ INTL INC CL A998 shares24.13%2026-03-312026-04-16

CSX CSX CORP COM1.4K shares73.18%2026-03-312026-04-16

RSG REPUBLIC SVCS INC COM261 shares0.77%2026-03-312026-04-16

GM GENERAL MTRS CO COM759 shares9.52%2026-03-312026-04-16

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WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT1.4K shares0.00%2026-03-312026-04-16

PSX PHILLIPS 66 COM308 shares43.93%2026-03-312026-04-16

IXC ISHARES GLOBAL ENERGY ETF974 shares0.00%2026-03-312026-04-16

AXP AMERICAN EXPRESS CO COM184 shares-74.37%2026-03-312026-04-16

OBDC BLUE OWL CAPITAL CORPORATION COM5.0K shares0.00%2026-03-312026-04-16

COHERENT CORP COM COHERENT CORP COM232 shares78.46%2026-03-312026-04-16

BHRB BURKE HERBERT FINL SVCS CORP COM883 shares0.00%2026-03-312026-04-16

KMI KINDER MORGAN INC DEL COM1.6K shares42.40%2026-03-312026-04-16

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JCI JOHNSON CTLS INTL PLC SHS406 shares-20.39%2026-03-312026-04-16

CAH CARDINAL HEALTH INC COM251 shares18.40%2026-03-312026-04-16

RIVN RIVIAN AUTOMOTIVE INC COM CL A3.5K shares7.31%2026-03-312026-04-16

PANW PALO ALTO NETWORKS INC COM329 shares-20.15%2026-03-312026-04-16

INTC INTEL CORP COM1.2K shares-76.02%2026-03-312026-04-16

NEM NEWMONT CORP COM486 shares92.86%2026-03-312026-04-16

MET METLIFE INC COM739 shares21.15%2026-03-312026-04-16

AIG AMERICAN INTL GROUP INC COM NEW694 shares21.97%2026-03-312026-04-16

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GLW CORNING INC COM381 shares133.74%2026-03-312026-04-16

CNI CANADIAN NATL RY CO COM500 shares0.00%2026-03-312026-04-16

EOG EOG RES INC COM352 shares55.07%2026-03-312026-04-16

TTWO TAKE-TWO INTERACTIVE SOFTWARE COM254 shares-9.93%2026-03-312026-04-16

PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN2.2K shares0.00%2026-03-312026-04-16

GEV GE VERNOVA INC COM57 shares-8.06%2026-03-312026-04-16

FIX COMFORT SYS USA INC COM35 shares105.88%2026-03-312026-04-16

WM WASTE MGMT INC DEL COM208 shares63.78%2026-03-312026-04-16

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EPD ENTERPRISE PRODS PARTNERS L P COM1.3K shares0.00%2026-03-312026-04-16

GLD SPDR GOLD SHARES109 shares-27.33%2026-03-312026-04-16

UBER UBER TECHNOLOGIES INC COM650 shares-42.07%2026-03-312026-04-16

ENTG ENTEGRIS INC COM398 shares4.46%2026-03-312026-04-16

APP APPLOVIN CORP COM CL A116 shares90.16%2026-03-312026-04-16

ROST ROSS STORES INC COM213 shares93.64%2026-03-312026-04-16

CFG CITIZENS FINL GROUP INC COM766 shares7.89%2026-03-312026-04-16

HWM HOWMET AEROSPACE INC COM199 shares55.47%2026-03-312026-04-16

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APA CORPORATION COM APA CORPORATION COM1.1K shares12.73%2026-03-312026-04-16

AEE AMEREN CORP COM413 shares21.83%2026-03-312026-04-16

IBKR INTERACTIVE BROKERS GROUP INC COM CL A673 shares6.66%2026-03-312026-04-16

PCAR PACCAR INC COM385 shares31.40%2026-03-312026-04-16

ALL ALLSTATE CORP COM214 shares47.59%2026-03-312026-04-16

WTM WHITE MTNS INS GROUP LTD COM20 shares0.00%2026-03-312026-04-16

URI UNITED RENTALS INC COM60 shares42.86%2026-03-312026-04-16

CME CME GROUP INC COM147 shares44.12%2026-03-312026-04-16

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GE AEROSPACE COM NEW GE AEROSPACE COM NEW150 shares-38.52%2026-03-312026-04-16

GWW WW GRAINGER INC COM39 shares-4.88%2026-03-312026-04-16

SSRM SSR MINING IN COM1.4K shares-0.14%2026-03-312026-04-16

FITB FIFTH THIRD BANCORP COM911 shares743.52%2026-03-312026-04-16

TT TRANE TECHNOLOGIES PLC SHS101 shares-24.06%2026-03-312026-04-16

AWI ARMSTRONG WORLD INDS INC NEW COM255 shares2.82%2026-03-312026-04-16

SNDK SANDISK CORP COM66 shares73.68%2026-03-312026-04-16

MAS MASCO CORP COM690 shares12.75%2026-03-312026-04-16

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COF CAPITAL ONE FINL CORP COM228 shares-17.39%2026-03-312026-04-16

FDX FEDEX CORP COM116 shares114.81%2026-03-312026-04-16

MAR MARRIOTT INTL INC NEW CL A126 shares-52.63%2026-03-312026-04-16

CTRA COTERRA ENERGY INC COM1.1K shares32.03%2026-03-312026-04-16

BMY BRISTOL-MYERS SQUIBB CO COM663 shares-88.05%2026-03-312026-04-16

ARISTA NETWORKS INC COM SHS ARISTA NETWORKS INC COM SHS327 shares-37.95%2026-03-312026-04-16

PWR QUANTA SVCS INC COM73 shares2.82%2026-03-312026-04-16

IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF500 shares0.00%2026-03-312026-04-16

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VIG VANGUARD DIVIDEND APPRECIATION ETF186 shares0.00%2026-03-312026-04-16

WMB WILLIAMS COS INC COM548 shares-6.00%2026-03-312026-04-16

PFE PFIZER INC COM1.4K shares-81.36%2026-03-312026-04-16

CIEN CIENA CORP COM NEW100 shares132.56%2026-03-312026-04-16

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS99 shares98.00%2026-03-312026-04-16

CW CURTISS WRIGHT CORP COM56 shares43.59%2026-03-312026-04-16

DIS DISNEY WALT CO COM395 shares-84.18%2026-03-312026-04-16

HAL HALLIBURTON CO COM975 shares40.49%2026-03-312026-04-16

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WWD WOODWARD INC COM106 shares32.50%2026-03-312026-04-16

TPR TAPESTRY INC COM268 shares33.33%2026-03-312026-04-16

SYK STRYKER CORPORATION COM115 shares33.72%2026-03-312026-04-16

RCL ROYAL CARIBBEAN GROUP COM137 shares-20.81%2026-03-312026-04-16

SONY SONY GROUP CORP SPONSORED ADR1.8K shares-9.27%2026-03-312026-04-16

KWEB KRANESHARES CSI CHINA INTERNET ETF1.3K shares0.00%2026-03-312026-04-16

TDG TRANSDIGM GROUP INC COM32 shares3.23%2026-03-312026-04-16

EXC EXELON CORP COM756 shares64.35%2026-03-312026-04-16

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ASML ASML HLDG NV N Y REGISTRY SHS28 shares-12.50%2026-03-312026-04-16

LNG CHENIERE ENERGY INC COM NEW130 shares154.90%2026-03-312026-04-16

ONDS ONDAS INC COM NEW4.1K sharesnew addition2026-03-312026-04-16

AER AERCAP HOLDINGS NV SHS267 shares0.00%2026-03-312026-04-16

PGR PROGRESSIVE CORP COM184 shares-68.11%2026-03-312026-04-16

LHX L3HARRIS TECHNOLOGIES INC COM105 shares59.09%2026-03-312026-04-16

ITW ILLINOIS TOOL WKS INC COM137 shares57.47%2026-03-312026-04-16

PKG PACKAGING CORP AMER COM168 shares34.40%2026-03-312026-04-16

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MFC MANULIFE FINL CORP COM1.0K shares0.00%2026-03-312026-04-16

CVS CVS HEALTH CORP COM493 shares65.44%2026-03-312026-04-16

MMC MARSH & MCLENNAN COS INC COM202 shares71.19%2026-03-312026-04-16

ESGU ISHARES ESG AWARE MSCI USA ETF247 shares0.00%2026-03-312026-04-16

CMCSA COMCAST CORP NEW CL A1.2K shares175.51%2026-03-312026-04-16

PNC PNC FINL SVCS GROUP INC COM166 shares46.90%2026-03-312026-04-16

CTVA CORTEVA INC COM412 shares52.59%2026-03-312026-04-16

HII HUNTINGTON INGALLS INDS INC COM89 shares28.99%2026-03-312026-04-16

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VRTX VERTEX PHARMACEUTICALS INC COM75 shares47.06%2026-03-312026-04-16

FERGUSON ENTERPRISES INC COMMON STOCK NEW FERGUSON ENTERPRISES INC COMMON STOCK NEW143 shares93.24%2026-03-312026-04-16

INTU INTUIT COM76 shares-87.18%2026-03-312026-04-16

VLO VALERO ENERGY CORP COM132 shares-5.71%2026-03-312026-04-16

TGT TARGET CORP COM269 shares525.58%2026-03-312026-04-16

CNP CENTERPOINT ENERGY INC COM755 shares36.78%2026-03-312026-04-16

EBAY EBAY INC. COM358 shares62.73%2026-03-312026-04-16

ETR ENTERGY CORP NEW COM288 shares31.51%2026-03-312026-04-16

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TER TERADYNE INC COM109 shares136.96%2026-03-312026-04-16

SCHD SCHWAB US DIVIDEND EQUITY ETF1.1K shares0.00%2026-03-312026-04-16

CENCORA INC COM CENCORA INC COM102 shares22.89%2026-03-312026-04-16

RGA REINSURANCE GROUP AMER INC COM NEW152 shares-3.80%2026-03-312026-04-16

DAL DELTA AIR LINES INC COM NEW464 shares38.92%2026-03-312026-04-16

EQT CORP COM EQT CORP COM484 shares-15.53%2026-03-312026-04-16

EMR EMERSON ELEC CO COM235 shares46.88%2026-03-312026-04-16

HLT HILTON WORLDWIDE HLDGS INC COM101 shares71.19%2026-03-312026-04-16

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AME AMETEK INC COM143 shares2.88%2026-03-312026-04-16

TRGP TARGA RES CORP COM122 shares87.69%2026-03-312026-04-16

NET CLOUDFLARE INC CL A COM147 shares27.83%2026-03-312026-04-16

XEL XCEL ENERGY INC COM379 shares30.69%2026-03-312026-04-16

CRWD CROWDSTRIKE HLDGS INC CL A77 shares18.46%2026-03-312026-04-16

SLB SLB LIMITED COM STK584 shares67.34%2026-03-312026-04-16

PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF1.4K shares0.00%2026-03-312026-04-16

DECK DECKERS OUTDOOR CORP COM299 shares31.14%2026-03-312026-04-16

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NKE NIKE INC CL B564 shares-81.26%2026-03-312026-04-16

CRM SALESFORCE INC COM159 shares-93.48%2026-03-312026-04-16

BKNG BOOKING HOLDINGS INC COM7 shares-95.65%2026-03-312026-04-16

FXR FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND357 sharesnew addition2026-03-312026-04-16

PHM PULTE GROUP INC COM247 shares42.77%2026-03-312026-04-16

DOV DOVER CORP COM139 shares51.09%2026-03-312026-04-16

RVMD REVOLUTION MEDICINES INC COM296 shares29.82%2026-03-312026-04-16

FCX FREEPORT MCMORAN INC CL B488 shares131.28%2026-03-312026-04-16

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POST POST HLDGS INC COM289 shares3.21%2026-03-312026-04-16

UAL UNITED AIRLS HLDGS INC COM308 shares37.50%2026-03-312026-04-16

DLR DIGITAL RLTY TR INC COM157 shares-3.09%2026-03-312026-04-16

EME EMCOR GROUP INC COM38 shares137.50%2026-03-312026-04-16

HOOD ROBINHOOD MKTS INC COM CL A404 shares47.45%2026-03-312026-04-16

NBR NABORS INDUSTRIES LTD SHS324 shares9.09%2026-03-312026-04-16

CRH PLC ORD CRH PLC ORD265 shares63.58%2026-03-312026-04-16

APD AIR PRODUCTS AND CHEMICALS INC COM95 shares69.64%2026-03-312026-04-16

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NEU NEWMARKET CORP COM43 shares10.26%2026-03-312026-04-16

EQIX EQUINIX INC COM28 shares0.00%2026-03-312026-04-16

PNR PENTAIR PLC SHS314 shares12.14%2026-03-312026-04-16

L LOEWS CORP COM256 shares48.84%2026-03-312026-04-16

FTI TECHNIPFMC PLC COM395 shares194.78%2026-03-312026-04-16

OXY OCCIDENTAL PETE CORP COM420 shares130.77%2026-03-312026-04-16

AZO AUTOZONE INC COM8 shares0.00%2026-03-312026-04-16

CBOE CBOE GLOBAL MKTS INC COM96 shares88.24%2026-03-312026-04-16

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TE CONNECTIVITY PLC ORD SHS TE CONNECTIVITY PLC ORD SHS129 shares50.00%2026-03-312026-04-16

BKR BAKER HUGHES COMPANY CL A440 shares-23.48%2026-03-312026-04-16

URNM SPROTT URANIUM MINERS ETF424 shares0.00%2026-03-312026-04-16

MNST MONSTER BEVERAGE CORP NEW COM368 shares35.29%2026-03-312026-04-16

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF186 shares0.00%2026-03-312026-04-16

OTIS OTIS WORLDWIDE CORP COM343 shares17.06%2026-03-312026-04-16

NVR NVR INC COM4 shares0.00%2026-03-312026-04-16

ORLY OREILLY AUTOMOTIVE INC COM285 shares93.88%2026-03-312026-04-16

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HIG HARTFORD INSURANCE GROUP INC COM194 shares79.63%2026-03-312026-04-16

MKSI MKS INC. COM114 shares28.09%2026-03-312026-04-16

CCL CARNIVAL CORP COMMON STOCK1.0K shares79.57%2026-03-312026-04-16

PLD PROLOGIS INC. COM197 shares0.00%2026-03-312026-04-16

LITE LUMENTUM HLDGS INC COM37 shares105.56%2026-03-312026-04-16

AA ALCOA CORP COM391 shares83.57%2026-03-312026-04-16

AHCO ADAPTHEALTH CORP COMMON STOCK2.2K sharesnew addition2026-03-312026-04-16

EXPE EXPEDIA GROUP INC COM NEW112 shares33.33%2026-03-312026-04-16

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RNR RENAISSANCERE HLDGS LTD COM87 shares42.62%2026-03-312026-04-16

AWK AMERICAN WTR WKS CO INC NEW COM190 shares167.61%2026-03-312026-04-16

MMM 3M CO COM178 shares-82.15%2026-03-312026-04-16

GIS GENERAL MILLS INC COM688 shares32.05%2026-03-312026-04-16

BR BROADRIDGE FINL SOLUTIONS INC COM157 shares-2.48%2026-03-312026-04-16

UTHR UNITED THERAPEUTICS CORP DEL COM43 shares152.94%2026-03-312026-04-16

ROK ROCKWELL AUTOMATION INC COM71 shares-19.32%2026-03-312026-04-16

ELV ELEVANCE HEALTH INC FORMERLY A COM87 shares10.13%2026-03-312026-04-16

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SPGI S&P GLOBAL INC COM59 shares18.00%2026-03-312026-04-16

ATO ATMOS ENERGY CORP COM135 shares51.69%2026-03-312026-04-16

JBL JABIL INC COM93 shares158.33%2026-03-312026-04-16

BA BOEING CO COM124 shares-92.11%2026-03-312026-04-16

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF400 shares0.00%2026-03-312026-04-16

UPS UNITED PARCEL SVCS INC CL B249 shares-90.08%2026-03-312026-04-16

MCO MOODYS CORP COM56 shares3.70%2026-03-312026-04-16

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ODFL OLD DOMINION FREIGHT LINE INC COM125 shares111.86%2026-03-312026-04-16

JQUA JPMORGAN U.S. QUALITY FACTOR ETF396 shares0.00%2026-03-312026-04-16

CBRE CBRE GROUP INC CL A179 shares-17.89%2026-03-312026-04-16

HOLX HOLOGIC INC COM319 shares0.00%2026-03-312026-04-16

AON PLC SHS CL A AON PLC SHS CL A74 shares54.17%2026-03-312026-04-16

BJ BJS WHSL CLUB HLDGS INC COM240 shares158.06%2026-03-312026-04-16

CF CF INDUSTRIES HOLD COM181 shares90.53%2026-03-312026-04-16

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EW EDWARDS LIFESCIENCES CORP COM290 shares23.40%2026-03-312026-04-16

RGLD ROYAL GOLD INC COM91 shares46.77%2026-03-312026-04-16

CL COLGATE PALMOLIVE CO COM270 shares60.71%2026-03-312026-04-16

XYL XYLEM INC COM192 shares19.25%2026-03-312026-04-16

MTZ MASTEC INC COM71 shares195.83%2026-03-312026-04-16

ACGL ARCH CAP GROUP LTD ORD237 shares26.06%2026-03-312026-04-16

DRI DARDEN RESTAURANTS INC COM116 shares-29.27%2026-03-312026-04-16

RJF RAYMOND JAMES FINL INC COM157 shares22.66%2026-03-312026-04-16

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COKE COCA COLA CONS INC COM116 shares30.34%2026-03-312026-04-16

PFG PRINCIPAL FINANCIAL GROUP INC COM245 shares-39.51%2026-03-312026-04-16

GRMN GARMIN LTD SHS95 shares72.73%2026-03-312026-04-16

KEYS KEYSIGHT TECHNOLOGIES INC COM78 shares100.00%2026-03-312026-04-16

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A111 shares-33.53%2026-03-312026-04-16

TEX TEREX CORP NEW COM370 shares900.00%2026-03-312026-04-16

MPWR MONOLITHIC PWR SYS INC COM20 shares42.86%2026-03-312026-04-16

DG DOLLAR GEN CORP COM184 shares95.74%2026-03-312026-04-16

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CASY CASEYS GEN STORES INC COM30 shares114.29%2026-03-312026-04-16

HCA HCA HEALTHCARE INC COM46 shares-24.59%2026-03-312026-04-16

TFC TRUIST FINL CORP COM473 shares62.54%2026-03-312026-04-16

WEC ENERGY GROUP INC COM WEC ENERGY GROUP INC COM187 shares38.52%2026-03-312026-04-16

MEDTRONIC PLC SHS MEDTRONIC PLC SHS249 shares-35.82%2026-03-312026-04-16

FLEX FLEXTRONICS INTL LTD ORD329 shares141.91%2026-03-312026-04-16

BWXT BWX TECHNOLOGIES INC COM105 shares43.84%2026-03-312026-04-16

AEP AMERICAN ELEC PWR CO INC COM162 shares78.02%2026-03-312026-04-16

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SNA SNAP ON INC COM58 shares-22.67%2026-03-312026-04-16

NRG NRG ENERGY INC COM NEW140 shares-27.46%2026-03-312026-04-16

USFD US FOODS HLDG CORP COM221 shares72.66%2026-03-312026-04-16

WSM WILLIAMS SONOMA INC COM111 shares38.75%2026-03-312026-04-16

BURL BURLINGTON STORES INC COM62 shares40.91%2026-03-312026-04-16

HUBBELL INC COM HUBBELL INC COM41 shares95.24%2026-03-312026-04-16

RIG TRANSOCEAN LTD REGISTERED SHS3.0K shares14.76%2026-03-312026-04-16

TXT TEXTRON INC COM228 shares52.00%2026-03-312026-04-16

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AFL AFLAC INC COM181 shares-40.07%2026-03-312026-04-16

NSC NORFOLK SOUTHN CORP COM69 shares200.00%2026-03-312026-04-16

DVN DEVON ENERGY CORP NEW COM393 shares112.43%2026-03-312026-04-16

PPL PPL CORP COM517 shares62.58%2026-03-312026-04-16

KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW280 shares23.89%2026-03-312026-04-16

ADP AUTOMATIC DATA PROCESSING INC COM97 shares-70.78%2026-03-312026-04-16

IDXX IDEXX LABS INC COM35 shares16.67%2026-03-312026-04-16

RACE FERRARI N V COM58 shares0.00%2026-03-312026-04-16

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STLD STEEL DYNAMICS INC COM109 shares91.23%2026-03-312026-04-16

MCHP MICROCHIP TECHNOLOGY INC. COM303 shares80.36%2026-03-312026-04-16

KEY KEYCORP COM975 shares138.97%2026-03-312026-04-16

SF STIFEL FINL CORP COM263 shares62.35%2026-03-312026-04-16

REGN REGENERON PHARMACEUTICALS COM25 shares127.27%2026-03-312026-04-16

DLTR DOLLAR TREE INC COM176 shares21.38%2026-03-312026-04-16

STERIS PLC SHS USD STERIS PLC SHS USD87 shares29.85%2026-03-312026-04-16

JBHT HUNT J B TRANS SVCS INC COM90 shares136.84%2026-03-312026-04-16

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SYF SYNCHRONY FINANCIAL COM280 shares75.00%2026-03-312026-04-16

TPL TEXAS PACIFIC LAND CORPORATION COM40 shares166.67%2026-03-312026-04-16

DTM DT MIDSTREAM INC COMMON STOCK140 shares41.41%2026-03-312026-04-16

ULTA ULTA BEAUTY INC COM36 shares111.76%2026-03-312026-04-16

PWB INVESCO LARGE CAP GROWTH ETF149 shares-53.00%2026-03-312026-04-16

CINF CINCINNATI FINL CORP COM119 shares88.89%2026-03-312026-04-16

KTB KONTOOR BRANDS INC COM265 shares6.00%2026-03-312026-04-16

MTB M & T BK CORP COM90 shares57.89%2026-03-312026-04-16

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FANG DIAMONDBACK ENERGY INC COM94 shares276.00%2026-03-312026-04-16

ZION ZIONS BANCORPORATION NATL ASSN COM320 shares21.67%2026-03-312026-04-16

HYCROFT MINING HOLDING CORP CL A NEW HYCROFT MINING HOLDING CORP CL A NEW522 shares0.00%2026-03-312026-04-16

CORPAY INC COM SHS CORPAY INC COM SHS63 shares90.91%2026-03-312026-04-16

WAT WATERS CORP COM61 shares8.93%2026-03-312026-04-16

PEG PUBLIC SVC ENTERPRISE GROUP COM224 shares27.27%2026-03-312026-04-16

NXPI NXP SEMICONDUCTORS N V COM92 shares70.37%2026-03-312026-04-16

EVR EVERCORE INC CLASS A60 shares3.45%2026-03-312026-04-16

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WCC WESCO INTL INC COM65 shares80.56%2026-03-312026-04-16

SRE SEMPRA COM183 shares115.29%2026-03-312026-04-16

FN FABRINET SHS34 shares183.33%2026-03-312026-04-16

IBIT ISHARES BITCOIN TRUST ETF461 shares-96.64%2026-03-312026-04-16

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A AGILENT TECHNOLOGIES INC COM155 shares7.64%2026-03-312026-04-16

PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW635 shares0.00%2026-03-312026-04-16

IONQ IONQ INC COM600 shares-3.85%2026-03-312026-04-16

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WTW WILLIS TOWERS WATSON PLC LTD SHS59 shares43.90%2026-03-312026-04-16

GPC GENUINE PARTS CO COM162 shares14.08%2026-03-312026-04-16

CTAS CINTAS CORP COM101 shares68.33%2026-03-312026-04-16

GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX104 shares0.00%2026-03-312026-04-16

AMT AMERICAN TOWER CORP COM98 shares127.91%2026-03-312026-04-16

CRK COMSTOCK RES INC COM802 shares12.17%2026-03-312026-04-16

NTRS NORTHERN TR CORP COM121 shares152.08%2026-03-312026-04-16

VMC VULCAN MATLS CO COM62 shares58.97%2026-03-312026-04-16

Sponsored

DOCN DIGITALOCEAN HLDGS INC COM196 shares48.48%2026-03-312026-04-16

LH LABCORP HOLDINGS INC COM SHS63 shares-53.33%2026-03-312026-04-16

OKE ONEOK INC NEW COM185 shares-38.54%2026-03-312026-04-16

DGX QUEST DIAGNOSTICS INC COM85 shares80.85%2026-03-312026-04-16

NVT NVENT ELEC PLC SHS140 shares112.12%2026-03-312026-04-16

EIX EDISON INTL COM226 shares61.43%2026-03-312026-04-16

HLI HOULIHAN LOKEY INC CL A115 shares4.55%2026-03-312026-04-16

SOFI SOFI TECHNOLOGIES INC COM1.0K shares50.36%2026-03-312026-04-16

Sponsored

PWV INVESCO LARGE CAP VALUE ETF235 shares-49.79%2026-03-312026-04-16

EA ELECTRONIC ARTS INC COM80 shares0.00%2026-03-312026-04-16

MUSA MURPHY USA INC COM33 shares22.22%2026-03-312026-04-16

DDOG DATADOG INC CL A COM138 shares15.00%2026-03-312026-04-16

FTNT FORTINET INC COM196 shares7.69%2026-03-312026-04-16

RPM RPM INTL INC COM160 shares32.23%2026-03-312026-04-16

AMKR AMKOR TECHNOLOGY INC COM351 shares-52.57%2026-03-312026-04-16

LDOS LEIDOS HOLDINGS INC COM101 shares53.03%2026-03-312026-04-16

Sponsored

BDJ BLACKROCK ENHANCED EQUITY DIVI COM1.8K shares0.00%2026-03-312026-04-16

TWLO TWILIO INC CL A124 shares110.17%2026-03-312026-04-16

DFAU DIMENSIONAL US CORE EQUITY MARKET ETF346 shares57.27%2026-03-312026-04-16

CANADIAN PACIFIC KANSAS CITY COM CANADIAN PACIFIC KANSAS CITY COM198 shares0.00%2026-03-312026-04-16

ATI ATI INC COM107 shares268.97%2026-03-312026-04-16

FIVE FIVE BELOW INC COM68 shares25.93%2026-03-312026-04-16

DINO HF SINCLAIR CORP COM249 shares64.90%2026-03-312026-04-16

DTE DTE ENERGY CO COM106 shares39.47%2026-03-312026-04-16

Sponsored

STRL STERLING INFRASTRUCTURE INC COM38 shares58.33%2026-03-312026-04-16

SNPS SYNOPSYS INC COM39 shares-33.90%2026-03-312026-04-16

TOL TOLL BROTHERS INC COM113 shares50.67%2026-03-312026-04-16

NUE NUCOR CORP COM91 shares-20.18%2026-03-312026-04-16

IVV

ISHARES CORE S&P 500 ETF

9.89%

Shares55.6K

Event2026-03-31

Filed2026-04-16

AVANTIS TOTAL EQUITY MARKETS ETF

New

Shares710.5K

Event2026-03-31

Filed2026-04-16

VBIL

VANGUARD 0-3 MONTH TREASURY BILL ETF

18.94%

Shares336.4K

Event2026-03-31

Filed2026-04-16

IDEV

ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF

10.34%

Shares278.4K

Event2026-03-31

Filed2026-04-16

DFIP

DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF

17.68%

Shares504.3K

Event2026-03-31

Filed2026-04-16

DBMF

IMGP DBI MANAGED FUTURES STRATEGY ETF

10.69%

Shares496.6K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC COM

-21.83%

Shares53.7K

Event2026-03-31

Filed2026-04-16

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

-1.20%

Shares209.2K

Event2026-03-31

Filed2026-04-16

VANGUARD MID-CAP ETF

10.82%

Shares46.3K

Event2026-03-31

Filed2026-04-16

VANGUARD S&P 500 ETF

-0.06%

Shares19.5K

Event2026-03-31

Filed2026-04-16

AVLV

AVANTIS U.S. LARGE CAP VALUE ETF

10.35%

Shares131.0K

Event2026-03-31

Filed2026-04-16

DFEM

DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF

11.96%

Shares303.7K

Event2026-03-31

Filed2026-04-16

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

8.39%

Shares144.6K

Event2026-03-31

Filed2026-04-16

BKLN

INVESCO SENIOR LOAN ETF

7.86%

Shares421.8K

Event2026-03-31

Filed2026-04-16

AVDV

AVANTIS INTERNATIONAL SMALL CAP VALUE ETF

9.55%

Shares76.0K

Event2026-03-31

Filed2026-04-16

IJH

ISHARES CORE S&P MID-CAP ETF

-0.17%

Shares102.1K

Event2026-03-31

Filed2026-04-16

AVEM

AVANTIS EMERGING MARKETS EQUITY ETF

-0.21%

Shares78.8K

Event2026-03-31

Filed2026-04-16

EMXC

ISHARES MSCI EMERGING MARKETS EX CHINA ETF

7.83%

Shares78.9K

Event2026-03-31

Filed2026-04-16

IJR

ISHARES CORE S&P SMALL CAP ETF

8.38%

Shares49.7K

Event2026-03-31

Filed2026-04-16

IYW

ISHARES U.S. TECHNOLOGY ETF

-0.26%

Shares32.2K

Event2026-03-31

Filed2026-04-16

JAAA

JANUS HENDERSON AAA CLO ETF

49.25%

Shares106.6K

Event2026-03-31

Filed2026-04-16

CVX

CHEVRON CORPORATION COM

-30.79%

Shares25.6K

Event2026-03-31

Filed2026-04-16

UTI

UNIVERSAL TECHNICAL INST INC COM

0.00%

Shares140.8K

Event2026-03-31

Filed2026-04-16

IDV

ISHARES INTERNATIONAL SELECT DIVIDEND ETF

0.00%

Shares119.3K

Event2026-03-31

Filed2026-04-16

IEFA

ISHARES CORE MSCI EAFE ETF

0.00%

Shares53.5K

Event2026-03-31

Filed2026-04-16

DFAT

DIMENSIONAL U.S. TARGETED VALUE ETF

10.43%

Shares76.1K

Event2026-03-31

Filed2026-04-16

FNDX

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

-0.08%

Shares158.1K

Event2026-03-31

Filed2026-04-16

VWO

VANGUARD FTSE EMERGING MARKETS ETF

-0.20%

Shares76.9K

Event2026-03-31

Filed2026-04-16

KNX

KNIGHT-SWIFT TRANSN HLDGS INC CL A

-74.97%

Shares61.9K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION COM

-12.98%

Shares17.8K

Event2026-03-31

Filed2026-04-16

INVESCO QQQ TRUST SERIES I

-48.87%

Shares5.0K

Event2026-03-31

Filed2026-04-16

SPYM

STATE STREET SPDR PORTFOLIO S&P 500 ETF

-0.70%

Shares37.4K

Event2026-03-31

Filed2026-04-16

FLBL

FRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND

-6.85%

Shares120.6K

Event2026-03-31

Filed2026-04-16

LLY

ELI LILLY & CO COM

-3.73%

Shares3.0K

Event2026-03-31

Filed2026-04-16

TIP

ISHARES TIPS BOND ETF

-16.36%

Shares24.1K

Event2026-03-31

Filed2026-04-16

ALPHABET INC CAP STK CL A

-18.41%

Shares9.0K

Event2026-03-31

Filed2026-04-16

JPST

JPMORGAN ULTRA-SHORT INCOME ETF

36.54%

Shares47.8K

Event2026-03-31

Filed2026-04-16

VANGUARD SMALL-CAP ETF

-0.08%

Shares9.0K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP COM

-13.28%

Shares6.3K

Event2026-03-31

Filed2026-04-16

AVUV

AVANTIS U.S. SMALL CAP VALUE ETF

-1.28%

Shares21.0K

Event2026-03-31

Filed2026-04-16

VOE

VANGUARD MID-CAP VALUE ETF

0.00%

Shares12.3K

Event2026-03-31

Filed2026-04-16

ENERGY TRANSFER L P COM UT LTD PTN

13.17%

Shares115.4K

Event2026-03-31

Filed2026-04-16

IVE

ISHARES S&P 500 VALUE ETF

-0.95%

Shares10.3K

Event2026-03-31

Filed2026-04-16

VBR

VANGUARD SMALL CAP VALUE ETF

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-16

VONV

VANGUARD RUSSELL 1000 VALUE ETF

0.00%

Shares23.1K

Event2026-03-31

Filed2026-04-16

SPSM

STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF

-1.58%

Shares44.7K

Event2026-03-31

Filed2026-04-16

AVXC

AVANTIS EMERGING MARKETS EX-CHINA EQUITY ETF

-0.31%

Shares30.8K

Event2026-03-31

Filed2026-04-16

DISV

DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF

0.00%

Shares50.0K

Event2026-03-31

Filed2026-04-16

XMMO

INVESCO S&P MIDCAP MOMENTUM ETF

0.00%

Shares12.3K

Event2026-03-31

Filed2026-04-16

ALPHABET INC CAP STK CL C

-18.46%

Shares6.0K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC COM

-11.01%

Shares7.9K

Event2026-03-31

Filed2026-04-16

KKR & CO INC COM

-30.95%

Shares17.7K

Event2026-03-31

Filed2026-04-16

SPEM

STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF

-0.34%

Shares34.7K

Event2026-03-31

Filed2026-04-16

AT&T INC COM

-2.31%

Shares48.1K

Event2026-03-31

Filed2026-04-16

COST

COSTCO WHOLESALE CORPORATION COM

-35.00%

Shares1.4K

Event2026-03-31

Filed2026-04-16

IVOV

VANGUARD S&P MID-CAP 400 VALUE ETF

0.00%

Shares13.2K

Event2026-03-31

Filed2026-04-16

IWO

ISHARES RUSSELL 2000 GROWTH ETF

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-16

BERKSHIRE HATHAWAY INC DEL CL B NEW

8.19%

Shares2.6K

Event2026-03-31

Filed2026-04-16

MICRON TECHNOLOGY INC COM

-41.49%

Shares3.6K

Event2026-03-31

Filed2026-04-16

IJK

ISHARES S&P MID-CAP 400 GROWTH ETF

-0.65%

Shares11.5K

Event2026-03-31

Filed2026-04-16

IWD

ISHARES RUSSELL 1000 VALUE ETF

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-16

LRGE

CLEARBRIDGE LARGE CAP GROWTH SELECT ETF

-50.00%

Shares13.6K

Event2026-03-31

Filed2026-04-16

JPM

JPMORGAN CHASE & CO COM

-63.43%

Shares3.4K

Event2026-03-31

Filed2026-04-16

VTI

VANGUARD TOTAL STOCK MARKET ETF

0.07%

Shares2.9K

Event2026-03-31

Filed2026-04-16

ABBV

ABBVIE INC COM

-22.82%

Shares4.3K

Event2026-03-31

Filed2026-04-16

HOME DEPOT INC COM

-43.60%

Shares2.8K

Event2026-03-31

Filed2026-04-16

IJT

ISHARES S&P SMALL-CAP 600 GROWTH ETF

-0.54%

Shares6.1K

Event2026-03-31

Filed2026-04-16

EFA

ISHARES MSCI EAFE ETF

0.00%

Shares8.8K

Event2026-03-31

Filed2026-04-16

META

META PLATFORMS INC CL A

-13.55%

Shares1.5K

Event2026-03-31

Filed2026-04-16

FNDC

SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF

-0.68%

Shares18.2K

Event2026-03-31

Filed2026-04-16

VISA INC COM CL A

-1.14%

Shares2.8K

Event2026-03-31

Filed2026-04-16

STIP

ISHARES 0-5 YEAR TIPS BOND ETF

1249.57%

Shares7.9K

Event2026-03-31

Filed2026-04-16

BROADCOM INC COM

-31.97%

Shares2.6K

Event2026-03-31

Filed2026-04-16

DFLV

DIMENSIONAL US LARGE CAP VALUE ETF

0.00%

Shares22.5K

Event2026-03-31

Filed2026-04-16

SPMD

STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF

0.00%

Shares13.2K

Event2026-03-31

Filed2026-04-16

IWM

ISHARES RUSSELL 2000 ETF

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-16

INVESCO RAFI US 1000 ETF

0.00%

Shares14.4K

Event2026-03-31

Filed2026-04-16

IWY

ISHARES RUSSELL TOP 200 GROWTH ETF

-50.00%

Shares2.6K

Event2026-03-31

Filed2026-04-16

PFF

ISHARES PREFERRED & INCOME SECURITIES ETF

-2.19%

Shares19.7K

Event2026-03-31

Filed2026-04-16

ISHARES GOLD TRUST

18.93%

Shares6.3K

Event2026-03-31

Filed2026-04-16

MASTERCARD INCORPORATED CL A

1.57%

Shares1.1K

Event2026-03-31

Filed2026-04-16

RTX

RTX CORPORATION COM

-9.94%

Shares2.7K

Event2026-03-31

Filed2026-04-16

FBTC

FIDELITY WISE ORIGIN BITCOIN FUND

New

Shares8.6K

Event2026-03-31

Filed2026-04-16

SPY

STATE STREET SPDR S&P 500 ETF

0.00%

Shares764

Event2026-03-31

Filed2026-04-16

TSLA

TESLA INC COM

9.89%

Shares1.3K

Event2026-03-31

Filed2026-04-16

JNJ

JOHNSON & JOHNSON COM

3.04%

Shares2.0K

Event2026-03-31

Filed2026-04-16

IOO

ISHARES GLOBAL 100 ETF

-50.00%

Shares3.9K

Event2026-03-31

Filed2026-04-16

MCD

MCDONALDS CORP COM

-4.13%

Shares1.5K

Event2026-03-31

Filed2026-04-16

SDY

STATE STREET SPDR S&P DIVIDEND ETF

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-16

XOM

EXXON MOBIL CORP COM

-29.54%

Shares2.7K

Event2026-03-31

Filed2026-04-16

CITIGROUP INC COM NEW

1.10%

Shares3.8K

Event2026-03-31

Filed2026-04-16

IWS

ISHARES RUSSELL MID-CAP VALUE ETF

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-16

INVESCO S&P 500 EQUAL WEIGHT ETF

-1.20%

Shares2.2K

Event2026-03-31

Filed2026-04-16

CAT

CATERPILLAR INC COM

53.77%

Shares592

Event2026-03-31

Filed2026-04-16

AMGN

AMGEN INC COM

-54.81%

Shares1.2K

Event2026-03-31

Filed2026-04-16

IWF

ISHARES RUSSELL 1000 GROWTH ETF

0.00%

Shares968

Event2026-03-31

Filed2026-04-16

SPXN

PROSHARES S&P 500 EX-FINANCIALS ETF

-50.00%

Shares5.8K

Event2026-03-31

Filed2026-04-16

GOLDMAN SACHS GROUP INC COM

-74.56%

Shares433

Event2026-03-31

Filed2026-04-16

DFSV

DIMENSIONAL US SMALL CAP VALUE ETF

0.00%

Shares10.2K

Event2026-03-31

Filed2026-04-16

WMT

WALMART INC COM

29.80%

Shares2.6K

Event2026-03-31

Filed2026-04-16

ABT

ABBOTT LABORATORIES COM

2.30%

Shares3.2K

Event2026-03-31

Filed2026-04-16

IRM

IRON MTN INC DEL COM

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-16

DHI

D R HORTON INC COM

-72.08%

Shares2.3K

Event2026-03-31

Filed2026-04-16

BAC

BANK OF AMER CORP COM

-70.07%

Shares6.3K

Event2026-03-31

Filed2026-04-16

XLU

STATE STREET UTILITIES SELECT SECTOR SPDR ETF

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-16

USB

US BANCORP COM NEW

4.83%

Shares5.3K

Event2026-03-31

Filed2026-04-16

XNTK

STATE STREET SPDR NYSE TECHNOLOGY ETF

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-16

VBK

VANGUARD SMALL-CAP GROWTH ETF

0.00%

Shares840

Event2026-03-31

Filed2026-04-16

MERCK & CO INC COM

20.86%

Shares2.0K

Event2026-03-31

Filed2026-04-16

ALTRIA GROUP INC COM

-7.57%

Shares3.7K

Event2026-03-31

Filed2026-04-16

SBUX

STARBUCKS CORP COM

7.38%

Shares2.6K

Event2026-03-31

Filed2026-04-16

IBM

INTERNATIONAL BUSINESS MACHS COM

-40.58%

Shares956

Event2026-03-31

Filed2026-04-16

LAM RESEARCH CORP COM NEW

8.63%

Shares1.0K

Event2026-03-31

Filed2026-04-16

IWN

ISHARES RUSSELL 2000 VALUE ETF

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-16

PLTR

PALANTIR TECHNOLOGIES INC CL A

8.28%

Shares1.4K

Event2026-03-31

Filed2026-04-16

NEE

NEXTERA ENERGY INC COM

14.37%

Shares2.2K

Event2026-03-31

Filed2026-04-16

REM

ISHARES MORTGAGE REAL ESTATE ETF

13.58%

Shares9.4K

Event2026-03-31

Filed2026-04-16

BSX

BOSTON SCIENTIFIC CORP COM

-4.04%

Shares3.2K

Event2026-03-31

Filed2026-04-16

YUM

YUM BRANDS INC COM

3.14%

Shares1.3K

Event2026-03-31

Filed2026-04-16

VERIZON COMMUNICATIONS INC COM

11.26%

Shares3.8K

Event2026-03-31

Filed2026-04-16

CHUBB LTD SWITZ COM

7.48%

Shares575

Event2026-03-31

Filed2026-04-16

PROCTER & GAMBLE CO COM

17.56%

Shares1.3K

Event2026-03-31

Filed2026-04-16

COP

CONOCOPHILLIPS COM

0.58%

Shares1.4K

Event2026-03-31

Filed2026-04-16

ISRG

INTUITIVE SURGICAL INC COM NEW

-18.20%

Shares391

Event2026-03-31

Filed2026-04-16

XBI

STATE STREET SPDR S&P BIOTECH ETF

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-16

DUKE ENERGY CORP NEW COM NEW

2.34%

Shares1.4K

Event2026-03-31

Filed2026-04-16

ALNY

ALNYLAM PHARMACEUTICALS INC COM

0.97%

Shares522

Event2026-03-31

Filed2026-04-16

SOUTHERN CO COM

4.25%

Shares1.7K

Event2026-03-31

Filed2026-04-16

DEO

DIAGEO PLC SPON ADR NEW

-0.89%

Shares2.2K

Event2026-03-31

Filed2026-04-16

DIA

STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

-78.91%

Shares355

Event2026-03-31

Filed2026-04-16

CSCO

CISCO SYS INC COM

-60.66%

Shares2.0K

Event2026-03-31

Filed2026-04-16

EATON CORP PLC SHS

-44.87%

Shares414

Event2026-03-31

Filed2026-04-16

PHILIP MORRIS INTL INC COM

22.82%

Shares888

Event2026-03-31

Filed2026-04-16

INVESCO RAFI US 1500 SMALL-MID ETF

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-16

PNW

PINNACLE WEST CAP CORP COM

4.30%

Shares1.4K

Event2026-03-31

Filed2026-04-16

TSM

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

-14.75%

Shares416

Event2026-03-31

Filed2026-04-16

LINDE PLC SHS

28.90%

Shares281

Event2026-03-31

Filed2026-04-16

NFLX

NETFLIX INC. COM

-40.14%

Shares1.4K

Event2026-03-31

Filed2026-04-16

ADI

ANALOG DEVICES INC COM

13.95%

Shares433

Event2026-03-31

Filed2026-04-16

BLACKROCK INC COM

-83.20%

Shares142

Event2026-03-31

Filed2026-04-16

QCOM

QUALCOMM INC COM

9.17%

Shares1.0K

Event2026-03-31

Filed2026-04-16

TJX

TJX COS INC NEW COM

13.97%

Shares832

Event2026-03-31

Filed2026-04-16

WFC

WELLS FARGO & CO COM

-75.26%

Shares1.6K

Event2026-03-31

Filed2026-04-16

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-16

DEERE & CO COM

301.82%

Shares221

Event2026-03-31

Filed2026-04-16

SPG

SIMON PPTY GROUP INC NEW COM

0.00%

Shares647

Event2026-03-31

Filed2026-04-16

CEG

CONSTELLATION ENERGY CORP COM

-26.54%

Shares418

Event2026-03-31

Filed2026-04-16

AVUS

AVANTIS U.S. EQUITY ETF

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-16

MORGAN STANLEY COM NEW

-11.31%

Shares651

Event2026-03-31

Filed2026-04-16

AMAT

APPLIED MATLS INC COM

-17.24%

Shares312

Event2026-03-31

Filed2026-04-16

KROGER CO COM

47.58%

Shares1.5K

Event2026-03-31

Filed2026-04-16

AMD

ADVANCED MICRO DEVICES INC COM

2.77%

Shares519

Event2026-03-31

Filed2026-04-16

KRNT

KORNIT DIGITAL LTD SHS

-13.38%

Shares7.1K

Event2026-03-31

Filed2026-04-16

UNP

UNION PAC CORP COM

41.53%

Shares426

Event2026-03-31

Filed2026-04-16

APH

AMPHENOL CORP CL A

-31.66%

Shares818

Event2026-03-31

Filed2026-04-16

LOW

LOWES COS INC COM

9.60%

Shares434

Event2026-03-31

Filed2026-04-16

COCA COLA CO COM

73.37%

Shares1.3K

Event2026-03-31

Filed2026-04-16

SOXX

ISHARES SEMICONDUCTOR ETF

0.00%

Shares306

Event2026-03-31

Filed2026-04-16

WDC

WESTERN DIGITAL CORP COM

80.39%

Shares368

Event2026-03-31

Filed2026-04-16

PARKER-HANNIFIN CORP COM

-27.03%

Shares108

Event2026-03-31

Filed2026-04-16

BABA

ALIBABA GROUP HLDG LTD SPONSORED ADS

-2.16%

Shares770

Event2026-03-31

Filed2026-04-16

BLACKSTONE INC COM

-30.52%

Shares808

Event2026-03-31

Filed2026-04-16

THE CIGNA GROUP COM

10.78%

Shares339

Event2026-03-31

Filed2026-04-16

LMT

LOCKHEED MARTIN CORP COM

-85.11%

Shares149

Event2026-03-31

Filed2026-04-16

GENERAL DYNAMICS CORP COM

17.49%

Shares262

Event2026-03-31

Filed2026-04-16

NOC

NORTHROP GRUMMAN CORP COM

-83.77%

Shares130

Event2026-03-31

Filed2026-04-16

SHEL

SHELL PLC SPON ADS

0.00%

Shares950

Event2026-03-31

Filed2026-04-16

BOTZ

GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF

0.42%

Shares2.6K

Event2026-03-31

Filed2026-04-16

FAST

FASTENAL CO COM

13.68%

Shares1.8K

Event2026-03-31

Filed2026-04-16

MSI

MOTOROLA SOLUTIONS INC COM NEW

21.88%

Shares195

Event2026-03-31

Filed2026-04-16

GILD

GILEAD SCIENCES INC COM

50.25%

Shares607

Event2026-03-31

Filed2026-04-16

GDXJ

VANECK JUNIOR GOLD MINERS ETF

0.00%

Shares703

Event2026-03-31

Filed2026-04-16

SAP

SAP SE SPON ADR

0.00%

Shares477

Event2026-03-31

Filed2026-04-16

BANK NEW YORK MELLON CORP COM

8.36%

Shares674

Event2026-03-31

Filed2026-04-16

MCK

MCKESSON CORP COM

-63.49%

Shares92

Event2026-03-31

Filed2026-04-16

ICE

INTERCONTINENTAL EXCHANGE INC COM

18.22%

Shares506

Event2026-03-31

Filed2026-04-16

PEP

PEPSICO INC COM

60.38%

Shares510

Event2026-03-31

Filed2026-04-16

ARTY

ISHARES FUTURE AI & TECH ETF

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-16

AMP

AMERIPRISE FINL INC COM

13.55%

Shares176

Event2026-03-31

Filed2026-04-16

OGE

OGE ENERGY CORP COM

4.87%

Shares1.6K

Event2026-03-31

Filed2026-04-16

CARR

CARRIER GLOBAL CORPORATION COM

8.73%

Shares1.3K

Event2026-03-31

Filed2026-04-16

DFAI

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

5.72%

Shares1.9K

Event2026-03-31

Filed2026-04-16

HON

HONEYWELL INTL INC COM

-73.60%

Shares331

Event2026-03-31

Filed2026-04-16

DVY

ISHARES SELECT DIVIDEND ETF

0.00%

Shares490

Event2026-03-31

Filed2026-04-16

DUHP

DIMENSIONAL US HIGH PROFITABILITY ETF

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-16

RYAAY

RYANAIR HOLDINGS PLC SPONSORED ADR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-16

VST

VISTRA CORP COM

22.59%

Shares483

Event2026-03-31

Filed2026-04-16

UNH

UNITEDHEALTH GROUP INC COM

-42.80%

Shares266

Event2026-03-31

Filed2026-04-16

ORCL

ORACLE CORP COM

-49.74%

Shares483

Event2026-03-31

Filed2026-04-16

DHR

DANAHER CORP DEL COM

15.53%

Shares372

Event2026-03-31

Filed2026-04-16

TRV

TRAVELERS COMPANIES INC COM

68.79%

Shares238

Event2026-03-31

Filed2026-04-16

CONSOLIDATED EDISON INC COM

12.41%

Shares607

Event2026-03-31

Filed2026-04-16

SCHW

SCHWAB CHARLES CORP COM

18.17%

Shares722

Event2026-03-31

Filed2026-04-16

TMO

THERMO FISHER SCIENTIFIC INC COM

-90.55%

Shares138

Event2026-03-31

Filed2026-04-16

MLM

MARTIN MARIETTA MATLS INC COM

9.62%

Shares114

Event2026-03-31

Filed2026-04-16

HDV

ISHARES CORE HIGH DIVIDEND ETF

0.00%

Shares490

Event2026-03-31

Filed2026-04-16

TXN

TEXAS INSTRS INC COM

36.29%

Shares338

Event2026-03-31

Filed2026-04-16

SHW

SHERWIN WILLIAMS CO COM

25.93%

Shares204

Event2026-03-31

Filed2026-04-16

PFFD

GLOBAL X U.S. PREFERRED ETF

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-16

CMI

CUMMINS INC COM

23.71%

Shares120

Event2026-03-31

Filed2026-04-16

DELL

DELL TECHNOLOGIES INC CL C

-0.53%

Shares374

Event2026-03-31

Filed2026-04-16

ECL

ECOLAB INC COM

4.07%

Shares230

Event2026-03-31

Filed2026-04-16

ARKK

ARK INNOVATION ETF

0.00%

Shares903

Event2026-03-31

Filed2026-04-16

FORD MTR CO COM

21.43%

Shares5.3K

Event2026-03-31

Filed2026-04-16

WRB

BERKLEY W R CORP COM

-27.12%

Shares919

Event2026-03-31

Filed2026-04-16

KLAC

KLA CORP COM NEW

-59.00%

Shares41

Event2026-03-31

Filed2026-04-16

MPC

MARATHON PETE CORP COM

47.90%

Shares247

Event2026-03-31

Filed2026-04-16

CVNA

CARVANA CO CL A

840.00%

Shares188

Event2026-03-31

Filed2026-04-16

TMUS

T-MOBILE US INC COM

35.12%

Shares277

Event2026-03-31

Filed2026-04-16

WELL

WELLTOWER INC COM

0.00%

Shares292

Event2026-03-31

Filed2026-04-16

VRT

VERTIV HOLDINGS CO COM CL A

98.28%

Shares230

Event2026-03-31

Filed2026-04-16

MPLX

MPLX LP COM UNIT REP LTD

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-16

MDLZ

MONDELEZ INTL INC CL A

24.13%

Shares998

Event2026-03-31

Filed2026-04-16

CSX

CSX CORP COM

73.18%

Shares1.4K

Event2026-03-31

Filed2026-04-16

RSG

REPUBLIC SVCS INC COM

0.77%

Shares261

Event2026-03-31

Filed2026-04-16

GENERAL MTRS CO COM

9.52%

Shares759

Event2026-03-31

Filed2026-04-16

WES

WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-16

PSX

PHILLIPS 66 COM

43.93%

Shares308

Event2026-03-31

Filed2026-04-16

IXC

ISHARES GLOBAL ENERGY ETF

0.00%

Shares974

Event2026-03-31

Filed2026-04-16

AXP

AMERICAN EXPRESS CO COM

-74.37%

Shares184

Event2026-03-31

Filed2026-04-16

OBDC

BLUE OWL CAPITAL CORPORATION COM

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-16

COHERENT CORP COM

78.46%

Shares232

Event2026-03-31

Filed2026-04-16

BHRB

BURKE HERBERT FINL SVCS CORP COM

0.00%

Shares883

Event2026-03-31

Filed2026-04-16

KMI

KINDER MORGAN INC DEL COM

42.40%

Shares1.6K

Event2026-03-31

Filed2026-04-16

JCI

JOHNSON CTLS INTL PLC SHS

-20.39%

Shares406

Event2026-03-31

Filed2026-04-16

CAH

CARDINAL HEALTH INC COM

18.40%

Shares251

Event2026-03-31

Filed2026-04-16

RIVN

RIVIAN AUTOMOTIVE INC COM CL A

7.31%

Shares3.5K

Event2026-03-31

Filed2026-04-16

PANW

PALO ALTO NETWORKS INC COM

-20.15%

Shares329

Event2026-03-31

Filed2026-04-16

INTC

INTEL CORP COM

-76.02%

Shares1.2K

Event2026-03-31

Filed2026-04-16

NEM

NEWMONT CORP COM

92.86%

Shares486

Event2026-03-31

Filed2026-04-16

MET

METLIFE INC COM

21.15%

Shares739

Event2026-03-31

Filed2026-04-16

AIG

AMERICAN INTL GROUP INC COM NEW

21.97%

Shares694

Event2026-03-31

Filed2026-04-16

GLW

CORNING INC COM

133.74%

Shares381

Event2026-03-31

Filed2026-04-16

CNI

CANADIAN NATL RY CO COM

0.00%

Shares500

Event2026-03-31

Filed2026-04-16

EOG

EOG RES INC COM

55.07%

Shares352

Event2026-03-31

Filed2026-04-16

TTWO

TAKE-TWO INTERACTIVE SOFTWARE COM

-9.93%

Shares254

Event2026-03-31

Filed2026-04-16

PAA

PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-16

GEV

GE VERNOVA INC COM

-8.06%

Shares57

Event2026-03-31

Filed2026-04-16

FIX

COMFORT SYS USA INC COM

105.88%

Shares35

Event2026-03-31

Filed2026-04-16

WASTE MGMT INC DEL COM

63.78%

Shares208

Event2026-03-31

Filed2026-04-16

EPD

ENTERPRISE PRODS PARTNERS L P COM

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-16

GLD

SPDR GOLD SHARES

-27.33%

Shares109

Event2026-03-31

Filed2026-04-16

UBER

UBER TECHNOLOGIES INC COM

-42.07%

Shares650

Event2026-03-31

Filed2026-04-16

ENTG

ENTEGRIS INC COM

4.46%

Shares398

Event2026-03-31

Filed2026-04-16

APP

APPLOVIN CORP COM CL A

90.16%

Shares116

Event2026-03-31

Filed2026-04-16

ROST

ROSS STORES INC COM

93.64%

Shares213

Event2026-03-31

Filed2026-04-16

CFG

CITIZENS FINL GROUP INC COM

7.89%

Shares766

Event2026-03-31

Filed2026-04-16

HWM

HOWMET AEROSPACE INC COM

55.47%

Shares199

Event2026-03-31

Filed2026-04-16

APA CORPORATION COM

12.73%

Shares1.1K

Event2026-03-31

Filed2026-04-16

AEE

AMEREN CORP COM

21.83%

Shares413

Event2026-03-31

Filed2026-04-16

IBKR

INTERACTIVE BROKERS GROUP INC COM CL A

6.66%

Shares673

Event2026-03-31

Filed2026-04-16

PCAR

PACCAR INC COM

31.40%

Shares385

Event2026-03-31

Filed2026-04-16

ALL

ALLSTATE CORP COM

47.59%

Shares214

Event2026-03-31

Filed2026-04-16

WTM

WHITE MTNS INS GROUP LTD COM

0.00%

Shares20

Event2026-03-31

Filed2026-04-16

URI

UNITED RENTALS INC COM

42.86%

Shares60

Event2026-03-31

Filed2026-04-16

CME

CME GROUP INC COM

44.12%

Shares147

Event2026-03-31

Filed2026-04-16

GE AEROSPACE COM NEW

-38.52%

Shares150

Event2026-03-31

Filed2026-04-16

GWW

WW GRAINGER INC COM

-4.88%

Shares39

Event2026-03-31

Filed2026-04-16

SSRM

SSR MINING IN COM

-0.14%

Shares1.4K

Event2026-03-31

Filed2026-04-16

FITB

FIFTH THIRD BANCORP COM

743.52%

Shares911

Event2026-03-31

Filed2026-04-16

TRANE TECHNOLOGIES PLC SHS

-24.06%

Shares101

Event2026-03-31

Filed2026-04-16

AWI

ARMSTRONG WORLD INDS INC NEW COM

2.82%

Shares255

Event2026-03-31

Filed2026-04-16

SNDK

SANDISK CORP COM

73.68%

Shares66

Event2026-03-31

Filed2026-04-16

MAS

MASCO CORP COM

12.75%

Shares690

Event2026-03-31

Filed2026-04-16

COF

CAPITAL ONE FINL CORP COM

-17.39%

Shares228

Event2026-03-31

Filed2026-04-16

FDX

FEDEX CORP COM

114.81%

Shares116

Event2026-03-31

Filed2026-04-16

MAR

MARRIOTT INTL INC NEW CL A

-52.63%

Shares126

Event2026-03-31

Filed2026-04-16

CTRA

COTERRA ENERGY INC COM

32.03%

Shares1.1K

Event2026-03-31

Filed2026-04-16

BMY

BRISTOL-MYERS SQUIBB CO COM

-88.05%

Shares663

Event2026-03-31

Filed2026-04-16

ARISTA NETWORKS INC COM SHS

-37.95%

Shares327

Event2026-03-31

Filed2026-04-16

PWR

QUANTA SVCS INC COM

2.82%

Shares73

Event2026-03-31

Filed2026-04-16

IGV

ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF

0.00%

Shares500

Event2026-03-31

Filed2026-04-16

VIG

VANGUARD DIVIDEND APPRECIATION ETF

0.00%

Shares186

Event2026-03-31

Filed2026-04-16

WMB

WILLIAMS COS INC COM

-6.00%

Shares548

Event2026-03-31

Filed2026-04-16

PFE

PFIZER INC COM

-81.36%

Shares1.4K

Event2026-03-31

Filed2026-04-16

CIEN

CIENA CORP COM NEW

132.56%

Shares100

Event2026-03-31

Filed2026-04-16

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS

98.00%

Shares99

Event2026-03-31

Filed2026-04-16

CURTISS WRIGHT CORP COM

43.59%

Shares56

Event2026-03-31

Filed2026-04-16

DIS

DISNEY WALT CO COM

-84.18%

Shares395

Event2026-03-31

Filed2026-04-16

HAL

HALLIBURTON CO COM

40.49%

Shares975

Event2026-03-31

Filed2026-04-16

WWD

WOODWARD INC COM

32.50%

Shares106

Event2026-03-31

Filed2026-04-16

TPR

TAPESTRY INC COM

33.33%

Shares268

Event2026-03-31

Filed2026-04-16

SYK

STRYKER CORPORATION COM

33.72%

Shares115

Event2026-03-31

Filed2026-04-16

RCL

ROYAL CARIBBEAN GROUP COM

-20.81%

Shares137

Event2026-03-31

Filed2026-04-16

SONY

SONY GROUP CORP SPONSORED ADR

-9.27%

Shares1.8K

Event2026-03-31

Filed2026-04-16

KWEB

KRANESHARES CSI CHINA INTERNET ETF

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-16

TDG

TRANSDIGM GROUP INC COM

3.23%

Shares32

Event2026-03-31

Filed2026-04-16

EXC

EXELON CORP COM

64.35%

Shares756

Event2026-03-31

Filed2026-04-16

ASML

ASML HLDG NV N Y REGISTRY SHS

-12.50%

Shares28

Event2026-03-31

Filed2026-04-16

LNG

CHENIERE ENERGY INC COM NEW

154.90%

Shares130

Event2026-03-31

Filed2026-04-16

ONDS

ONDAS INC COM NEW

New

Shares4.1K

Event2026-03-31

Filed2026-04-16

AER

AERCAP HOLDINGS NV SHS

0.00%

Shares267

Event2026-03-31

Filed2026-04-16

PGR

PROGRESSIVE CORP COM

-68.11%

Shares184

Event2026-03-31

Filed2026-04-16

LHX

L3HARRIS TECHNOLOGIES INC COM

59.09%

Shares105

Event2026-03-31

Filed2026-04-16

ITW

ILLINOIS TOOL WKS INC COM

57.47%

Shares137

Event2026-03-31

Filed2026-04-16

PKG

PACKAGING CORP AMER COM

34.40%

Shares168

Event2026-03-31

Filed2026-04-16

MFC

MANULIFE FINL CORP COM

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-16

CVS

CVS HEALTH CORP COM

65.44%

Shares493

Event2026-03-31

Filed2026-04-16

MMC

MARSH & MCLENNAN COS INC COM

71.19%

Shares202

Event2026-03-31

Filed2026-04-16

ESGU

ISHARES ESG AWARE MSCI USA ETF

0.00%

Shares247

Event2026-03-31

Filed2026-04-16

CMCSA

COMCAST CORP NEW CL A

175.51%

Shares1.2K

Event2026-03-31

Filed2026-04-16

PNC

PNC FINL SVCS GROUP INC COM

46.90%

Shares166

Event2026-03-31

Filed2026-04-16

CTVA

CORTEVA INC COM

52.59%

Shares412

Event2026-03-31

Filed2026-04-16

HII

HUNTINGTON INGALLS INDS INC COM

28.99%

Shares89

Event2026-03-31

Filed2026-04-16

VRTX

VERTEX PHARMACEUTICALS INC COM

47.06%

Shares75

Event2026-03-31

Filed2026-04-16

FERGUSON ENTERPRISES INC COMMON STOCK NEW

93.24%

Shares143

Event2026-03-31

Filed2026-04-16

INTU

INTUIT COM

-87.18%

Shares76

Event2026-03-31

Filed2026-04-16

VLO

VALERO ENERGY CORP COM

-5.71%

Shares132

Event2026-03-31

Filed2026-04-16

TGT

TARGET CORP COM

525.58%

Shares269

Event2026-03-31

Filed2026-04-16

CNP

CENTERPOINT ENERGY INC COM

36.78%

Shares755

Event2026-03-31

Filed2026-04-16

EBAY

EBAY INC. COM

62.73%

Shares358

Event2026-03-31

Filed2026-04-16

ETR

ENTERGY CORP NEW COM

31.51%

Shares288

Event2026-03-31

Filed2026-04-16

TER

TERADYNE INC COM

136.96%

Shares109

Event2026-03-31

Filed2026-04-16

SCHD

SCHWAB US DIVIDEND EQUITY ETF

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-16

CENCORA INC COM

22.89%

Shares102

Event2026-03-31

Filed2026-04-16

RGA

REINSURANCE GROUP AMER INC COM NEW

-3.80%

Shares152

Event2026-03-31

Filed2026-04-16

DAL

DELTA AIR LINES INC COM NEW

38.92%

Shares464

Event2026-03-31

Filed2026-04-16

EQT CORP COM

-15.53%

Shares484

Event2026-03-31

Filed2026-04-16

EMR

EMERSON ELEC CO COM

46.88%

Shares235

Event2026-03-31

Filed2026-04-16

HLT

HILTON WORLDWIDE HLDGS INC COM

71.19%

Shares101

Event2026-03-31

Filed2026-04-16

AME

AMETEK INC COM

2.88%

Shares143

Event2026-03-31

Filed2026-04-16

TRGP

TARGA RES CORP COM

87.69%

Shares122

Event2026-03-31

Filed2026-04-16

NET

CLOUDFLARE INC CL A COM

27.83%

Shares147

Event2026-03-31

Filed2026-04-16

XEL

XCEL ENERGY INC COM

30.69%

Shares379

Event2026-03-31

Filed2026-04-16

CRWD

CROWDSTRIKE HLDGS INC CL A

18.46%

Shares77

Event2026-03-31

Filed2026-04-16

SLB

SLB LIMITED COM STK

67.34%

Shares584

Event2026-03-31

Filed2026-04-16

PEY

INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-16

DECK

DECKERS OUTDOOR CORP COM

31.14%

Shares299

Event2026-03-31

Filed2026-04-16

NKE

NIKE INC CL B

-81.26%

Shares564

Event2026-03-31

Filed2026-04-16

CRM

SALESFORCE INC COM

-93.48%

Shares159

Event2026-03-31

Filed2026-04-16

BKNG

BOOKING HOLDINGS INC COM

-95.65%

Shares7

Event2026-03-31

Filed2026-04-16

FXR

FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND

New

Shares357

Event2026-03-31

Filed2026-04-16

PHM

PULTE GROUP INC COM

42.77%

Shares247

Event2026-03-31

Filed2026-04-16

DOV

DOVER CORP COM

51.09%

Shares139

Event2026-03-31

Filed2026-04-16

RVMD

REVOLUTION MEDICINES INC COM

29.82%

Shares296

Event2026-03-31

Filed2026-04-16

FCX

FREEPORT MCMORAN INC CL B

131.28%

Shares488

Event2026-03-31

Filed2026-04-16

POST

POST HLDGS INC COM

3.21%

Shares289

Event2026-03-31

Filed2026-04-16

UAL

UNITED AIRLS HLDGS INC COM

37.50%

Shares308

Event2026-03-31

Filed2026-04-16

DLR

DIGITAL RLTY TR INC COM

-3.09%

Shares157

Event2026-03-31

Filed2026-04-16

EME

EMCOR GROUP INC COM

137.50%

Shares38

Event2026-03-31

Filed2026-04-16

HOOD

ROBINHOOD MKTS INC COM CL A

47.45%

Shares404

Event2026-03-31

Filed2026-04-16

NBR

NABORS INDUSTRIES LTD SHS

9.09%

Shares324

Event2026-03-31

Filed2026-04-16

CRH PLC ORD

63.58%

Shares265

Event2026-03-31

Filed2026-04-16

APD

AIR PRODUCTS AND CHEMICALS INC COM

69.64%

Shares95

Event2026-03-31

Filed2026-04-16

NEU

NEWMARKET CORP COM

10.26%

Shares43

Event2026-03-31

Filed2026-04-16

EQIX

EQUINIX INC COM

0.00%

Shares28

Event2026-03-31

Filed2026-04-16

PNR

PENTAIR PLC SHS

12.14%

Shares314

Event2026-03-31

Filed2026-04-16

LOEWS CORP COM

48.84%

Shares256

Event2026-03-31

Filed2026-04-16

FTI

TECHNIPFMC PLC COM

194.78%

Shares395

Event2026-03-31

Filed2026-04-16

OXY

OCCIDENTAL PETE CORP COM

130.77%

Shares420

Event2026-03-31

Filed2026-04-16

AZO

AUTOZONE INC COM

0.00%

Shares8

Event2026-03-31

Filed2026-04-16

CBOE

CBOE GLOBAL MKTS INC COM

88.24%

Shares96

Event2026-03-31

Filed2026-04-16

TE CONNECTIVITY PLC ORD SHS

50.00%

Shares129

Event2026-03-31

Filed2026-04-16

BKR

BAKER HUGHES COMPANY CL A

-23.48%

Shares440

Event2026-03-31

Filed2026-04-16

URNM

SPROTT URANIUM MINERS ETF

0.00%

Shares424

Event2026-03-31

Filed2026-04-16

MNST

MONSTER BEVERAGE CORP NEW COM

35.29%

Shares368

Event2026-03-31

Filed2026-04-16

ITOT

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

0.00%

Shares186

Event2026-03-31

Filed2026-04-16

OTIS

OTIS WORLDWIDE CORP COM

17.06%

Shares343

Event2026-03-31

Filed2026-04-16

NVR

NVR INC COM

0.00%

Shares4

Event2026-03-31

Filed2026-04-16

ORLY

OREILLY AUTOMOTIVE INC COM

93.88%

Shares285

Event2026-03-31

Filed2026-04-16

HIG

HARTFORD INSURANCE GROUP INC COM

79.63%

Shares194

Event2026-03-31

Filed2026-04-16

MKSI

MKS INC. COM

28.09%

Shares114

Event2026-03-31

Filed2026-04-16

CCL

CARNIVAL CORP COMMON STOCK

79.57%

Shares1.0K

Event2026-03-31

Filed2026-04-16

PLD

PROLOGIS INC. COM

0.00%

Shares197

Event2026-03-31

Filed2026-04-16

LITE

LUMENTUM HLDGS INC COM

105.56%

Shares37

Event2026-03-31

Filed2026-04-16

ALCOA CORP COM

83.57%

Shares391

Event2026-03-31

Filed2026-04-16

AHCO

ADAPTHEALTH CORP COMMON STOCK

New

Shares2.2K

Event2026-03-31

Filed2026-04-16

EXPE

EXPEDIA GROUP INC COM NEW

33.33%

Shares112

Event2026-03-31

Filed2026-04-16

RNR

RENAISSANCERE HLDGS LTD COM

42.62%

Shares87

Event2026-03-31

Filed2026-04-16

AWK

AMERICAN WTR WKS CO INC NEW COM

167.61%

Shares190

Event2026-03-31

Filed2026-04-16

MMM

3M CO COM

-82.15%

Shares178

Event2026-03-31

Filed2026-04-16

GIS

GENERAL MILLS INC COM

32.05%

Shares688

Event2026-03-31

Filed2026-04-16

BROADRIDGE FINL SOLUTIONS INC COM

-2.48%

Shares157

Event2026-03-31

Filed2026-04-16

UTHR

UNITED THERAPEUTICS CORP DEL COM

152.94%

Shares43

Event2026-03-31

Filed2026-04-16

ROK

ROCKWELL AUTOMATION INC COM

-19.32%

Shares71

Event2026-03-31

Filed2026-04-16

ELV

ELEVANCE HEALTH INC FORMERLY A COM

10.13%

Shares87

Event2026-03-31

Filed2026-04-16

MARVELL TECHNOLOGY INC COM

40.88%

Shares255

Event2026-03-31

Filed2026-04-16

SPGI

S&P GLOBAL INC COM

18.00%

Shares59

Event2026-03-31

Filed2026-04-16

ATO

ATMOS ENERGY CORP COM

51.69%

Shares135

Event2026-03-31

Filed2026-04-16

JBL

JABIL INC COM

158.33%

Shares93

Event2026-03-31

Filed2026-04-16

BOEING CO COM

-92.11%

Shares124

Event2026-03-31

Filed2026-04-16

XLE

STATE STREET ENERGY SELECT SECTOR SPDR ETF

0.00%

Shares400

Event2026-03-31

Filed2026-04-16

UPS

UNITED PARCEL SVCS INC CL B

-90.08%

Shares249

Event2026-03-31

Filed2026-04-16

MCO

MOODYS CORP COM

3.70%

Shares56

Event2026-03-31

Filed2026-04-16

ODFL

OLD DOMINION FREIGHT LINE INC COM

111.86%

Shares125

Event2026-03-31

Filed2026-04-16

JQUA

JPMORGAN U.S. QUALITY FACTOR ETF

0.00%

Shares396

Event2026-03-31

Filed2026-04-16

CBRE

CBRE GROUP INC CL A

-17.89%

Shares179

Event2026-03-31

Filed2026-04-16

HOLX

HOLOGIC INC COM

0.00%

Shares319

Event2026-03-31

Filed2026-04-16

AON PLC SHS CL A

54.17%

Shares74

Event2026-03-31

Filed2026-04-16

BJS WHSL CLUB HLDGS INC COM

158.06%

Shares240

Event2026-03-31

Filed2026-04-16

CF INDUSTRIES HOLD COM

90.53%

Shares181

Event2026-03-31

Filed2026-04-16

SOUN

SOUNDHOUND AI INC CLASS A COM

-4.55%

Shares3.4K

Event2026-03-31

Filed2026-04-16

EDWARDS LIFESCIENCES CORP COM

23.40%

Shares290

Event2026-03-31

Filed2026-04-16

RGLD

ROYAL GOLD INC COM

46.77%

Shares91

Event2026-03-31

Filed2026-04-16

COLGATE PALMOLIVE CO COM

60.71%

Shares270

Event2026-03-31

Filed2026-04-16

XYL

XYLEM INC COM

19.25%

Shares192

Event2026-03-31

Filed2026-04-16

MTZ

MASTEC INC COM

195.83%

Shares71

Event2026-03-31

Filed2026-04-16

ACGL

ARCH CAP GROUP LTD ORD

26.06%

Shares237

Event2026-03-31

Filed2026-04-16

DRI

DARDEN RESTAURANTS INC COM

-29.27%

Shares116

Event2026-03-31

Filed2026-04-16

RJF

RAYMOND JAMES FINL INC COM

22.66%

Shares157

Event2026-03-31

Filed2026-04-16

COKE

COCA COLA CONS INC COM

30.34%

Shares116

Event2026-03-31

Filed2026-04-16

PFG

PRINCIPAL FINANCIAL GROUP INC COM

-39.51%

Shares245

Event2026-03-31

Filed2026-04-16

GRMN

GARMIN LTD SHS

72.73%

Shares95

Event2026-03-31

Filed2026-04-16

KEYS

KEYSIGHT TECHNOLOGIES INC COM

100.00%

Shares78

Event2026-03-31

Filed2026-04-16

ACCENTURE PLC IRELAND SHS CLASS A

-33.53%

Shares111

Event2026-03-31

Filed2026-04-16

TEX

TEREX CORP NEW COM

900.00%

Shares370

Event2026-03-31

Filed2026-04-16

MPWR

MONOLITHIC PWR SYS INC COM

42.86%

Shares20

Event2026-03-31

Filed2026-04-16

DOLLAR GEN CORP COM

95.74%

Shares184

Event2026-03-31

Filed2026-04-16

CASY

CASEYS GEN STORES INC COM

114.29%

Shares30

Event2026-03-31

Filed2026-04-16

HCA

HCA HEALTHCARE INC COM

-24.59%

Shares46

Event2026-03-31

Filed2026-04-16

TFC

TRUIST FINL CORP COM

62.54%

Shares473

Event2026-03-31

Filed2026-04-16

WEC ENERGY GROUP INC COM

38.52%

Shares187

Event2026-03-31

Filed2026-04-16

MEDTRONIC PLC SHS

-35.82%

Shares249

Event2026-03-31

Filed2026-04-16

FLEX

FLEXTRONICS INTL LTD ORD

141.91%

Shares329

Event2026-03-31

Filed2026-04-16

BWXT

BWX TECHNOLOGIES INC COM

43.84%

Shares105

Event2026-03-31

Filed2026-04-16

AEP

AMERICAN ELEC PWR CO INC COM

78.02%

Shares162

Event2026-03-31

Filed2026-04-16

SNA

SNAP ON INC COM

-22.67%

Shares58

Event2026-03-31

Filed2026-04-16

NRG

NRG ENERGY INC COM NEW

-27.46%

Shares140

Event2026-03-31

Filed2026-04-16

USFD

US FOODS HLDG CORP COM

72.66%

Shares221

Event2026-03-31

Filed2026-04-16

WSM

WILLIAMS SONOMA INC COM

38.75%

Shares111

Event2026-03-31

Filed2026-04-16

BURL

BURLINGTON STORES INC COM

40.91%

Shares62

Event2026-03-31

Filed2026-04-16

HUBBELL INC COM

95.24%

Shares41

Event2026-03-31

Filed2026-04-16

RIG

TRANSOCEAN LTD REGISTERED SHS

14.76%

Shares3.0K

Event2026-03-31

Filed2026-04-16

TXT

TEXTRON INC COM

52.00%

Shares228

Event2026-03-31

Filed2026-04-16

AFL

AFLAC INC COM

-40.07%

Shares181

Event2026-03-31

Filed2026-04-16

NSC

NORFOLK SOUTHN CORP COM

200.00%

Shares69

Event2026-03-31

Filed2026-04-16

DVN

DEVON ENERGY CORP NEW COM

112.43%

Shares393

Event2026-03-31

Filed2026-04-16

PPL

PPL CORP COM

62.58%

Shares517

Event2026-03-31

Filed2026-04-16

KTOS

KRATOS DEFENSE & SEC SOLUTIONS COM NEW

23.89%

Shares280

Event2026-03-31

Filed2026-04-16

ADP

AUTOMATIC DATA PROCESSING INC COM

-70.78%

Shares97

Event2026-03-31

Filed2026-04-16

IDXX

IDEXX LABS INC COM

16.67%

Shares35

Event2026-03-31

Filed2026-04-16

RACE

FERRARI N V COM

0.00%

Shares58

Event2026-03-31

Filed2026-04-16

STLD

STEEL DYNAMICS INC COM

91.23%

Shares109

Event2026-03-31

Filed2026-04-16

MCHP

MICROCHIP TECHNOLOGY INC. COM

80.36%

Shares303

Event2026-03-31

Filed2026-04-16

KEY

KEYCORP COM

138.97%

Shares975

Event2026-03-31

Filed2026-04-16

STIFEL FINL CORP COM

62.35%

Shares263

Event2026-03-31

Filed2026-04-16

REGN

REGENERON PHARMACEUTICALS COM

127.27%

Shares25

Event2026-03-31

Filed2026-04-16

DLTR

DOLLAR TREE INC COM

21.38%

Shares176

Event2026-03-31

Filed2026-04-16

STERIS PLC SHS USD

29.85%

Shares87

Event2026-03-31

Filed2026-04-16

JBHT

HUNT J B TRANS SVCS INC COM

136.84%

Shares90

Event2026-03-31

Filed2026-04-16

SYF

SYNCHRONY FINANCIAL COM

75.00%

Shares280

Event2026-03-31

Filed2026-04-16

TPL

TEXAS PACIFIC LAND CORPORATION COM

166.67%

Shares40

Event2026-03-31

Filed2026-04-16

DTM

DT MIDSTREAM INC COMMON STOCK

41.41%

Shares140

Event2026-03-31

Filed2026-04-16

ULTA

ULTA BEAUTY INC COM

111.76%

Shares36

Event2026-03-31

Filed2026-04-16

PWB

INVESCO LARGE CAP GROWTH ETF

-53.00%

Shares149

Event2026-03-31

Filed2026-04-16

CINF

CINCINNATI FINL CORP COM

88.89%

Shares119

Event2026-03-31

Filed2026-04-16

KTB

KONTOOR BRANDS INC COM

6.00%

Shares265

Event2026-03-31

Filed2026-04-16

MTB

M & T BK CORP COM

57.89%

Shares90

Event2026-03-31

Filed2026-04-16

FANG

DIAMONDBACK ENERGY INC COM

276.00%

Shares94

Event2026-03-31

Filed2026-04-16

ZION

ZIONS BANCORPORATION NATL ASSN COM

21.67%

Shares320

Event2026-03-31

Filed2026-04-16

HYCROFT MINING HOLDING CORP CL A NEW

0.00%

Shares522

Event2026-03-31

Filed2026-04-16

CORPAY INC COM SHS

90.91%

Shares63

Event2026-03-31

Filed2026-04-16

WAT

WATERS CORP COM

8.93%

Shares61

Event2026-03-31

Filed2026-04-16

PEG

PUBLIC SVC ENTERPRISE GROUP COM

27.27%

Shares224

Event2026-03-31

Filed2026-04-16

NXPI

NXP SEMICONDUCTORS N V COM

70.37%

Shares92

Event2026-03-31

Filed2026-04-16

EVR

EVERCORE INC CLASS A

3.45%

Shares60

Event2026-03-31

Filed2026-04-16

WCC

WESCO INTL INC COM

80.56%

Shares65

Event2026-03-31

Filed2026-04-16

SRE

SEMPRA COM

115.29%

Shares183

Event2026-03-31

Filed2026-04-16

FABRINET SHS

183.33%

Shares34

Event2026-03-31

Filed2026-04-16

IBIT

ISHARES BITCOIN TRUST ETF

-96.64%

Shares461

Event2026-03-31

Filed2026-04-16

XPO

XPO INC COM

160.00%

Shares91

Event2026-03-31

Filed2026-04-16

AGILENT TECHNOLOGIES INC COM

7.64%

Shares155

Event2026-03-31

Filed2026-04-16

PHG

KONINKLIJKE PHILIPS N V NY REGIS SHS NEW

0.00%

Shares635

Event2026-03-31

Filed2026-04-16

IONQ

IONQ INC COM

-3.85%

Shares600

Event2026-03-31

Filed2026-04-16

WTW

WILLIS TOWERS WATSON PLC LTD SHS

43.90%

Shares59

Event2026-03-31

Filed2026-04-16

GPC

GENUINE PARTS CO COM

14.08%

Shares162

Event2026-03-31

Filed2026-04-16

CTAS

CINTAS CORP COM

68.33%

Shares101

Event2026-03-31

Filed2026-04-16

GRID

FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX

0.00%

Shares104

Event2026-03-31

Filed2026-04-16

AMT

AMERICAN TOWER CORP COM

127.91%

Shares98

Event2026-03-31

Filed2026-04-16

CRK

COMSTOCK RES INC COM

12.17%

Shares802

Event2026-03-31

Filed2026-04-16

NTRS

NORTHERN TR CORP COM

152.08%

Shares121

Event2026-03-31

Filed2026-04-16

VMC

VULCAN MATLS CO COM

58.97%

Shares62

Event2026-03-31

Filed2026-04-16

DOCN

DIGITALOCEAN HLDGS INC COM

48.48%

Shares196

Event2026-03-31

Filed2026-04-16

LABCORP HOLDINGS INC COM SHS

-53.33%

Shares63

Event2026-03-31

Filed2026-04-16

OKE

ONEOK INC NEW COM

-38.54%

Shares185

Event2026-03-31

Filed2026-04-16

DGX

QUEST DIAGNOSTICS INC COM

80.85%

Shares85

Event2026-03-31

Filed2026-04-16

NVT

NVENT ELEC PLC SHS

112.12%

Shares140

Event2026-03-31

Filed2026-04-16

EIX

EDISON INTL COM

61.43%

Shares226

Event2026-03-31

Filed2026-04-16

HLI

HOULIHAN LOKEY INC CL A

4.55%

Shares115

Event2026-03-31

Filed2026-04-16

SOFI

SOFI TECHNOLOGIES INC COM

50.36%

Shares1.0K

Event2026-03-31

Filed2026-04-16

PWV

INVESCO LARGE CAP VALUE ETF

-49.79%

Shares235

Event2026-03-31

Filed2026-04-16

ELECTRONIC ARTS INC COM

0.00%

Shares80

Event2026-03-31

Filed2026-04-16

MUSA

MURPHY USA INC COM

22.22%

Shares33

Event2026-03-31

Filed2026-04-16

DDOG

DATADOG INC CL A COM

15.00%

Shares138

Event2026-03-31

Filed2026-04-16

FTNT

FORTINET INC COM

7.69%

Shares196

Event2026-03-31

Filed2026-04-16

RPM

RPM INTL INC COM

32.23%

Shares160

Event2026-03-31

Filed2026-04-16

AMKR

AMKOR TECHNOLOGY INC COM

-52.57%

Shares351

Event2026-03-31

Filed2026-04-16

LDOS

LEIDOS HOLDINGS INC COM

53.03%

Shares101

Event2026-03-31

Filed2026-04-16

BDJ

BLACKROCK ENHANCED EQUITY DIVI COM

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-16

TWLO

TWILIO INC CL A

110.17%

Shares124

Event2026-03-31

Filed2026-04-16

DFAU

DIMENSIONAL US CORE EQUITY MARKET ETF

57.27%

Shares346

Event2026-03-31

Filed2026-04-16

CANADIAN PACIFIC KANSAS CITY COM

0.00%

Shares198

Event2026-03-31

Filed2026-04-16

ATI

ATI INC COM

268.97%

Shares107

Event2026-03-31

Filed2026-04-16

FIVE

FIVE BELOW INC COM

25.93%

Shares68

Event2026-03-31

Filed2026-04-16

DINO

HF SINCLAIR CORP COM

64.90%

Shares249

Event2026-03-31

Filed2026-04-16

DTE

DTE ENERGY CO COM

39.47%

Shares106

Event2026-03-31

Filed2026-04-16

STRL

STERLING INFRASTRUCTURE INC COM

58.33%

Shares38

Event2026-03-31

Filed2026-04-16

SNPS

SYNOPSYS INC COM

-33.90%

Shares39

Event2026-03-31

Filed2026-04-16

TOL

TOLL BROTHERS INC COM

50.67%

Shares113

Event2026-03-31

Filed2026-04-16

NUE

NUCOR CORP COM

-20.18%

Shares91

Event2026-03-31

Filed2026-04-16

Call Option Holdings

SPY Call CallSTATE STREET SPDR S&P 500 ETF1.9K shares0.00%2026-03-312026-04-16

SPY Call

STATE STREET SPDR S&P 500 ETF

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-16

Put Option Holdings

LLY Put PutELI LILLY & CO COM1.4K shares0.00%2026-03-312026-04-16

LLY Put

ELI LILLY & CO COM

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-16