The Analysis of Founders Financial Alliance, LLC's Holdings & P&L


Currently, Founders Financial Alliance, LLC holds 735 types of securities in its portfolio with a total value $554.9M. In the most recent quarter, they have increased their positions in LQDH (+47.9K shares, valued at $4.4M), BALI (+53.4K shares, valued at $1.6M), TCAL (+37.4K shares, valued at $835.4K); decreased their positions in JPST (-42.2K shares, valued at $2.1M), AAPL (-3.4K shares, valued at $873.5K), EVLN (-11.8K shares, valued at $567.4K); initiated new positions in ICMB (+295.8K shares, valued at $479.2K), VONV (+4.1K shares, valued at $385.8K), PSX (+2.1K shares, valued at $373.5K).


1M P&L
+6.8M+1.38%
3M P&L
-3.3M-0.66%
HY P&L
+18.2M+3.76%

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/A213.3M
45.1%
2Consumer Electronics35.9M
7.6%
3Semiconductors32.3M
6.8%

Top Industries by Stock Count

1N/A386 stocks
66.7%
2Asset Management10 stocks
1.7%
3Software - Application10 stocks
1.7%
Stock Holdings
AAPL
APPLE INC
-2.61%
Shares128.6K
Event2026-03-31
Filed2026-05-11
NVDA
NVIDIA CORPORATION
0.01%
Shares137.2K
Event2026-03-31
Filed2026-05-11
MSFT
MICROSOFT CORP
0.40%
Shares34.3K
Event2026-03-31
Filed2026-05-11
AMZN
AMAZON COM INC
-1.09%
Shares49.4K
Event2026-03-31
Filed2026-05-11
PULS
PGIM ETF TR
4.79%
Shares194.0K
Event2026-03-31
Filed2026-05-11
JPM
JPMORGAN CHASE & CO
0.03%
Shares30.9K
Event2026-03-31
Filed2026-05-11
IVV
ISHARES TR
-2.43%
Shares13.4K
Event2026-03-31
Filed2026-05-11
DGRW
WISDOMTREE TR
3.51%
Shares96.4K
Event2026-03-31
Filed2026-05-11
ALPHABET INC
ALPHABET INC
-0.17%
Shares28.6K
Event2026-03-31
Filed2026-05-11
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
3.20%
Shares60.1K
Event2026-03-31
Filed2026-05-11
BROADCOM INC
BROADCOM INC
-1.37%
Shares23.5K
Event2026-03-31
Filed2026-05-11
SPY
STATE STR SPDR S&P 500 ETF T
2.96%
Shares10.8K
Event2026-03-31
Filed2026-05-11
FBNC
FIRST BANCORP N C
-0.03%
Shares120.5K
Event2026-03-31
Filed2026-05-11
BIL
SPDR SERIES TRUST
3.20%
Shares73.5K
Event2026-03-31
Filed2026-05-11
CGDG
CAPITAL GROUP DIVIDEND GROWE
7.93%
Shares178.9K
Event2026-03-31
Filed2026-05-11
XOM
EXXON MOBIL CORP
0.03%
Shares37.4K
Event2026-03-31
Filed2026-05-11
TCAF
T ROWE PRICE ETF INC
6.16%
Shares170.3K
Event2026-03-31
Filed2026-05-11
JGRO
J P MORGAN EXCHANGE TRADED F
4.72%
Shares67.4K
Event2026-03-31
Filed2026-05-11
CGGR
CAPITAL GROUP GROWTH ETF
7.02%
Shares137.1K
Event2026-03-31
Filed2026-05-11
EVLN
MORGAN STANLEY ETF TRUST
-9.35%
Shares114.2K
Event2026-03-31
Filed2026-05-11
INVESCO QQQ TR
INVESCO QQQ TR
3.47%
Shares9.4K
Event2026-03-31
Filed2026-05-11
TBIL
RBB FD INC
2.60%
Shares101.6K
Event2026-03-31
Filed2026-05-11
DGRS
WISDOMTREE TR
2.57%
Shares95.2K
Event2026-03-31
Filed2026-05-11
SPMD
SPDR SERIES TRUST
6.74%
Shares84.1K
Event2026-03-31
Filed2026-05-11
LQDH
ISHARES U S ETF TR
914.85%
Shares53.1K
Event2026-03-31
Filed2026-05-11
DIA
STATE STR SPDR DOW JONES IND
1.49%
Shares10.4K
Event2026-03-31
Filed2026-05-11
MO
ALTRIA GROUP INC
1.77%
Shares72.5K
Event2026-03-31
Filed2026-05-11
CVX
CHEVRON CORPORATION
2.85%
Shares22.1K
Event2026-03-31
Filed2026-05-11
JNJ
JOHNSON & JOHNSON
-0.02%
Shares18.7K
Event2026-03-31
Filed2026-05-11
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
2.40%
Shares8.5K
Event2026-03-31
Filed2026-05-11
FESM
FIDELITY COVINGTON TRUST
3.13%
Shares105.3K
Event2026-03-31
Filed2026-05-11
JPST
J P MORGAN EXCHANGE TRADED F
-34.90%
Shares78.7K
Event2026-03-31
Filed2026-05-11
ABBV
ABBVIE INC
-1.64%
Shares18.1K
Event2026-03-31
Filed2026-05-11
FMDE
FIDELITY COVINGTON TRUST
3.14%
Shares103.2K
Event2026-03-31
Filed2026-05-11
IWF
ISHARES TR
-0.75%
Shares8.6K
Event2026-03-31
Filed2026-05-11
WMT
WALMART INC
-0.73%
Shares27.8K
Event2026-03-31
Filed2026-05-11
VYM
VANGUARD WHITEHALL FDS
-0.39%
Shares23.1K
Event2026-03-31
Filed2026-05-11
PM
PHILIP MORRIS INTL INC
-4.42%
Shares20.3K
Event2026-03-31
Filed2026-05-11
VANGUARD INDEX FDS
VANGUARD INDEX FDS
6.49%
Shares5.0K
Event2026-03-31
Filed2026-05-11
LOW
LOWES COS INC
0.45%
Shares12.6K
Event2026-03-31
Filed2026-05-11
DON
WISDOMTREE TR
0.77%
Shares54.7K
Event2026-03-31
Filed2026-05-11
DIVO
AMPLIFY ETF TR
34.30%
Shares63.3K
Event2026-03-31
Filed2026-05-11
SPTM
SPDR SERIES TRUST
2.55%
Shares34.4K
Event2026-03-31
Filed2026-05-11
SPYV
SPDR SERIES TRUST
10.12%
Shares47.8K
Event2026-03-31
Filed2026-05-11
MCD
MCDONALDS CORP
2.01%
Shares8.5K
Event2026-03-31
Filed2026-05-11
LVHI
LEGG MASON ETF INVT
12.31%
Shares64.4K
Event2026-03-31
Filed2026-05-11
IWD
ISHARES TR
4.46%
Shares11.5K
Event2026-03-31
Filed2026-05-11
EATON CORP PLC
EATON CORP PLC
2.57%
Shares6.8K
Event2026-03-31
Filed2026-05-11
FIRST CTZNS BANCSHARES INC D
FIRST CTZNS BANCSHARES INC D
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-11
TSM
TAIWAN SEMICONDUCTOR MANUFAC
2.93%
Shares7.1K
Event2026-03-31
Filed2026-05-11
ALPHABET INC
ALPHABET INC
0.06%
Shares8.4K
Event2026-03-31
Filed2026-05-11
CAT
CATERPILLAR INC
7.26%
Shares3.4K
Event2026-03-31
Filed2026-05-11
HON
HONEYWELL INTL INC
1.75%
Shares10.5K
Event2026-03-31
Filed2026-05-11
AMD
ADVANCED MICRO DEVICES INC
19.72%
Shares11.5K
Event2026-03-31
Filed2026-05-11
META
META PLATFORMS INC
-6.24%
Shares4.1K
Event2026-03-31
Filed2026-05-11
GS
GOLDMAN SACHS GROUP INC
-2.19%
Shares2.7K
Event2026-03-31
Filed2026-05-11
T
AT&T INC
-1.23%
Shares77.3K
Event2026-03-31
Filed2026-05-11
VIG
VANGUARD SPECIALIZED FUNDS
-0.67%
Shares9.9K
Event2026-03-31
Filed2026-05-11
IBM
INTERNATIONAL BUSINESS MACHS
-0.13%
Shares8.7K
Event2026-03-31
Filed2026-05-11
AVUV
AMERICAN CENTY ETF TR
17.26%
Shares19.1K
Event2026-03-31
Filed2026-05-11
RTX
RTX CORPORATION
-3.18%
Shares10.7K
Event2026-03-31
Filed2026-05-11
SCHD
SCHWAB STRATEGIC TR
-0.39%
Shares65.5K
Event2026-03-31
Filed2026-05-11
CALUMET INC
CALUMET INC
0.00%
Shares55.9K
Event2026-03-31
Filed2026-05-11
BALI
BLACKROCK ETF TRUST
464.77%
Shares64.9K
Event2026-03-31
Filed2026-05-11
XBIL
RBB FD INC
-1.00%
Shares39.8K
Event2026-03-31
Filed2026-05-11
CVR PARTNERS LP/CVR NITROGEN
CVR PARTNERS LP/CVR NITROGEN
-2.44%
Shares15.2K
Event2026-03-31
Filed2026-05-11
VUG
VANGUARD INDEX FDS
-3.27%
Shares4.4K
Event2026-03-31
Filed2026-05-11
XLF
SELECT SECTOR SPDR TR
-0.54%
Shares38.5K
Event2026-03-31
Filed2026-05-11
MERCK & CO INC
MERCK & CO INC
-0.74%
Shares15.8K
Event2026-03-31
Filed2026-05-11
NEE
NEXTERA ENERGY INC
7.34%
Shares20.4K
Event2026-03-31
Filed2026-05-11
HD
HOME DEPOT INC
-0.98%
Shares5.6K
Event2026-03-31
Filed2026-05-11
COST
COSTCO WHOLESALE CORPORATION
6.11%
Shares1.8K
Event2026-03-31
Filed2026-05-11
VTI
VANGUARD INDEX FDS
5.18%
Shares5.5K
Event2026-03-31
Filed2026-05-11
SMH
VANECK ETF TRUST
1.57%
Shares4.6K
Event2026-03-31
Filed2026-05-11
DLN
WISDOMTREE TR
-4.00%
Shares19.2K
Event2026-03-31
Filed2026-05-11
TSLA
TESLA INC
6.76%
Shares4.6K
Event2026-03-31
Filed2026-05-11
RY
ROYAL BK CDA
5.23%
Shares10.4K
Event2026-03-31
Filed2026-05-11
NFLX
NETFLIX INC.
20.52%
Shares17.3K
Event2026-03-31
Filed2026-05-11
XLK
SELECT SECTOR SPDR TR
2.40%
Shares12.5K
Event2026-03-31
Filed2026-05-11
TCAL
T ROWE PRICE ETF INC
102.83%
Shares73.7K
Event2026-03-31
Filed2026-05-11
GCOW
PACER FDS TR
-3.26%
Shares35.4K
Event2026-03-31
Filed2026-05-11
CRWD
CROWDSTRIKE HLDGS INC
-1.83%
Shares4.2K
Event2026-03-31
Filed2026-05-11
PG
PROCTER & GAMBLE CO
-4.11%
Shares11.2K
Event2026-03-31
Filed2026-05-11
LLY
ELI LILLY & CO
-0.45%
Shares1.8K
Event2026-03-31
Filed2026-05-11
MAR
MARRIOTT INTL INC NEW
12.00%
Shares4.9K
Event2026-03-31
Filed2026-05-11
PEP
PEPSICO INC
-0.43%
Shares10.2K
Event2026-03-31
Filed2026-05-11
SLV
ISHARES SILVER TR
13.89%
Shares23.1K
Event2026-03-31
Filed2026-05-11
AEP
AMERICAN ELEC PWR CO INC
2.71%
Shares11.8K
Event2026-03-31
Filed2026-05-11
CSCO
CISCO SYS INC
0.21%
Shares19.8K
Event2026-03-31
Filed2026-05-11
BAC
BANK AMERICA CORP
-0.96%
Shares31.0K
Event2026-03-31
Filed2026-05-11
PGR
PROGRESSIVE CORP
-0.27%
Shares7.5K
Event2026-03-31
Filed2026-05-11
USFR
WISDOMTREE TR
-12.91%
Shares29.6K
Event2026-03-31
Filed2026-05-11
QDPL
PACER FDS TR
-6.84%
Shares37.0K
Event2026-03-31
Filed2026-05-11
CGSD
CAPITAL GRP FIXED INCM ETF T
0.12%
Shares57.3K
Event2026-03-31
Filed2026-05-11
KO
COCA COLA CO
-1.05%
Shares18.9K
Event2026-03-31
Filed2026-05-11
VTV
VANGUARD INDEX FDS
0.21%
Shares7.3K
Event2026-03-31
Filed2026-05-11
AGNC
AGNC INVT CORP
-18.05%
Shares140.6K
Event2026-03-31
Filed2026-05-11
FCX
FREEPORT MCMORAN INC
11.90%
Shares23.7K
Event2026-03-31
Filed2026-05-11
VEA
VANGUARD TAX-MANAGED FDS
-9.59%
Shares21.7K
Event2026-03-31
Filed2026-05-11
XLI
SELECT SECTOR SPDR TR
-6.35%
Shares8.3K
Event2026-03-31
Filed2026-05-11
VB
VANGUARD INDEX FDS
-3.07%
Shares5.1K
Event2026-03-31
Filed2026-05-11
GOF
GUGGENHEIM STRATEGIC OPPORTU
2.84%
Shares119.9K
Event2026-03-31
Filed2026-05-11
VZ
VERIZON COMMUNICATIONS INC
-19.37%
Shares24.6K
Event2026-03-31
Filed2026-05-11
V
VISA INC
0.25%
Shares4.0K
Event2026-03-31
Filed2026-05-11
AXP
AMERICAN EXPRESS CO
8.45%
Shares3.9K
Event2026-03-31
Filed2026-05-11
ROL
ROLLINS INC
-2.77%
Shares21.7K
Event2026-03-31
Filed2026-05-11
IEFA
ISHARES TR
49.34%
Shares12.8K
Event2026-03-31
Filed2026-05-11
ORCL
ORACLE CORP
8.21%
Shares7.9K
Event2026-03-31
Filed2026-05-11
TJX
TJX COS INC NEW
-0.48%
Shares7.2K
Event2026-03-31
Filed2026-05-11
CW
CURTISS WRIGHT CORP
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-11
TFC
TRUIST FINL CORP
-2.94%
Shares24.9K
Event2026-03-31
Filed2026-05-11
GRNY
TIDAL TRUST I
202.26%
Shares47.0K
Event2026-03-31
Filed2026-05-11
ORC
ORCHID IS CAP INC
-4.95%
Shares159.2K
Event2026-03-31
Filed2026-05-11
GEV
GE VERNOVA INC
-0.39%
Shares1.3K
Event2026-03-31
Filed2026-05-11
IJH
ISHARES TR
1.65%
Shares16.4K
Event2026-03-31
Filed2026-05-11
PYLD
PIMCO ETF TR
256.57%
Shares41.2K
Event2026-03-31
Filed2026-05-11
GPIQ
GOLDMAN SACHS ETF TR
301.71%
Shares21.3K
Event2026-03-31
Filed2026-05-11
GLD
SPDR GOLD TR
17.56%
Shares2.4K
Event2026-03-31
Filed2026-05-11
WM
WASTE MGMT INC DEL
-4.81%
Shares4.4K
Event2026-03-31
Filed2026-05-11
LMT
LOCKHEED MARTIN CORP
0.18%
Shares1.7K
Event2026-03-31
Filed2026-05-11
ORLY
OREILLY AUTOMOTIVE INC
18.34%
Shares10.9K
Event2026-03-31
Filed2026-05-11
XAR
SPDR SERIES TRUST
-0.36%
Shares3.9K
Event2026-03-31
Filed2026-05-11
D
DOMINION ENERGY INC
12.65%
Shares16.1K
Event2026-03-31
Filed2026-05-11
XYLD
GLOBAL X FDS
25.34%
Shares25.3K
Event2026-03-31
Filed2026-05-11
PLTR
PALANTIR TECHNOLOGIES INC
30.06%
Shares6.8K
Event2026-03-31
Filed2026-05-11
ENB
ENBRIDGE INC
-8.07%
Shares18.2K
Event2026-03-31
Filed2026-05-11
GE AEROSPACE
GE AEROSPACE
-5.22%
Shares3.4K
Event2026-03-31
Filed2026-05-11
VPU
VANGUARD WORLD FD
0.52%
Shares4.8K
Event2026-03-31
Filed2026-05-11
EVT
EATON VANCE TAX ADVT DIV INC
6.35%
Shares38.5K
Event2026-03-31
Filed2026-05-11
IRM
IRON MTN INC DEL
0.47%
Shares9.0K
Event2026-03-31
Filed2026-05-11
CL
COLGATE PALMOLIVE CO
12.89%
Shares10.8K
Event2026-03-31
Filed2026-05-11
PFE
PFIZER INC
1.78%
Shares32.4K
Event2026-03-31
Filed2026-05-11
OXFORD LANE CAP CORP
OXFORD LANE CAP CORP
97.82%
Shares91.6K
Event2026-03-31
Filed2026-05-11
SBUX
STARBUCKS CORP
29.24%
Shares9.9K
Event2026-03-31
Filed2026-05-11
TXN
TEXAS INSTRS INC
7.29%
Shares4.5K
Event2026-03-31
Filed2026-05-11
UNH
UNITEDHEALTH GROUP INC
242.11%
Shares3.2K
Event2026-03-31
Filed2026-05-11
PROFESIONALLY MANAGED PORTFO
PROFESIONALLY MANAGED PORTFO
-9.85%
Shares16.2K
Event2026-03-31
Filed2026-05-11
LQD
ISHARES TR
-1.05%
Shares7.8K
Event2026-03-31
Filed2026-05-11
XRMI
GLOBAL X FDS
20.07%
Shares50.3K
Event2026-03-31
Filed2026-05-11
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
27.49%
Shares4.4K
Event2026-03-31
Filed2026-05-11
IEMG
ISHARES INC
37.81%
Shares12.0K
Event2026-03-31
Filed2026-05-11
BTU
PEABODY ENGR CORP
-2.05%
Shares25.1K
Event2026-03-31
Filed2026-05-11
MNST
MONSTER BEVERAGE CORP NEW
19.12%
Shares11.4K
Event2026-03-31
Filed2026-05-11
MU
MICRON TECHNOLOGY INC
2.98%
Shares2.4K
Event2026-03-31
Filed2026-05-11
VOE
VANGUARD INDEX FDS
-5.56%
Shares4.4K
Event2026-03-31
Filed2026-05-11
QYLD
GLOBAL X FDS
27.88%
Shares47.2K
Event2026-03-31
Filed2026-05-11
WPC
WP CAREY INC
0.46%
Shares11.9K
Event2026-03-31
Filed2026-05-11
WMB
WILLIAMS COS INC
0.52%
Shares10.8K
Event2026-03-31
Filed2026-05-11
CGHM
CAPITAL GRP FIXED INCM ETF T
1.67%
Shares30.5K
Event2026-03-31
Filed2026-05-11
IWY
ISHARES TR
0.03%
Shares3.0K
Event2026-03-31
Filed2026-05-11
OKE
ONEOK INC NEW
3.19%
Shares8.3K
Event2026-03-31
Filed2026-05-11
CITIGROUP INC
CITIGROUP INC
1.25%
Shares6.6K
Event2026-03-31
Filed2026-05-11
GOVT
ISHARES TR
1156.29%
Shares32.7K
Event2026-03-31
Filed2026-05-11
AMGN
AMGEN INC
4.16%
Shares2.1K
Event2026-03-31
Filed2026-05-11
BME
BLACKROCK HEALTH SCIENCES TR
11.84%
Shares19.3K
Event2026-03-31
Filed2026-05-11
SPYG
SPDR SERIES TRUST
1.61%
Shares7.6K
Event2026-03-31
Filed2026-05-11
XLY
SELECT SECTOR SPDR TR
-5.78%
Shares6.8K
Event2026-03-31
Filed2026-05-11
PANW
PALO ALTO NETWORKS INC
7.13%
Shares4.6K
Event2026-03-31
Filed2026-05-11
JCI
JOHNSON CONTROLS INTERNATION
-2.42%
Shares5.6K
Event2026-03-31
Filed2026-05-11
AMAT
APPLIED MATLS INC
0.05%
Shares2.1K
Event2026-03-31
Filed2026-05-11
NEA
NUVEEN AMT FREE QLTY MUN INC
11.90%
Shares64.8K
Event2026-03-31
Filed2026-05-11
LINDE PLC
LINDE PLC
0.42%
Shares1.4K
Event2026-03-31
Filed2026-05-11
ACP
ABRDN INCOME CREDIT STRATEGI
9.32%
Shares140.5K
Event2026-03-31
Filed2026-05-11
KMI
KINDER MORGAN INC DEL
11.03%
Shares21.3K
Event2026-03-31
Filed2026-05-11
VOT
VANGUARD INDEX FDS
-5.66%
Shares2.8K
Event2026-03-31
Filed2026-05-11
AON PLC
AON PLC
6.14%
Shares2.2K
Event2026-03-31
Filed2026-05-11
CVS
CVS HEALTH CORP
-2.15%
Shares9.7K
Event2026-03-31
Filed2026-05-11
PNC
PNC FINL SVCS GROUP INC
-1.35%
Shares3.3K
Event2026-03-31
Filed2026-05-11
VO
VANGUARD INDEX FDS
-10.58%
Shares2.4K
Event2026-03-31
Filed2026-05-11
VGT
VANGUARD WORLD FD
22.63%
Shares959
Event2026-03-31
Filed2026-05-11
DIS
DISNEY WALT CO
0.78%
Shares6.9K
Event2026-03-31
Filed2026-05-11
QQQM
INVESCO EXCH TRADED FD TR II
0.00%
Shares2.8K
Event2026-03-31
Filed2026-05-11
UBER
UBER TECHNOLOGIES INC
16.93%
Shares9.1K
Event2026-03-31
Filed2026-05-11
XLV
SELECT SECTOR SPDR TR
-1.82%
Shares4.4K
Event2026-03-31
Filed2026-05-11
QCOM
QUALCOMM INC
3.35%
Shares5.0K
Event2026-03-31
Filed2026-05-11
DE
DEERE & CO
16.02%
Shares1.1K
Event2026-03-31
Filed2026-05-11
BCIC
BCP INVESTMENT CORPORATION
-1.32%
Shares83.0K
Event2026-03-31
Filed2026-05-11
UNP
UNION PAC CORP
0.86%
Shares2.6K
Event2026-03-31
Filed2026-05-11
CSX
CSX CORP
-0.43%
Shares15.1K
Event2026-03-31
Filed2026-05-11
ARCC
ARES CAPITAL CORP
-0.08%
Shares34.3K
Event2026-03-31
Filed2026-05-11
NVG
NUVEEN AMT FREE MUN CR INC F
-3.99%
Shares49.7K
Event2026-03-31
Filed2026-05-11
HWM
HOWMET AEROSPACE INC
4.53%
Shares2.7K
Event2026-03-31
Filed2026-05-11
COF
CAPITAL ONE FINL CORP
0.12%
Shares3.4K
Event2026-03-31
Filed2026-05-11
IJR
ISHARES TR
24.69%
Shares4.9K
Event2026-03-31
Filed2026-05-11
CMI
CUMMINS INC
32.34%
Shares1.1K
Event2026-03-31
Filed2026-05-11
BILZ
PIMCO ETF TR
0.26%
Shares5.9K
Event2026-03-31
Filed2026-05-11
FTA
FIRST TR EXCHANGE-TRADED ALP
3.40%
Shares6.4K
Event2026-03-31
Filed2026-05-11
VFH
VANGUARD WORLD FD
0.86%
Shares4.8K
Event2026-03-31
Filed2026-05-11
SDIV
GLOBAL X FDS
12.93%
Shares22.7K
Event2026-03-31
Filed2026-05-11
COP
CONOCOPHILLIPS
0.40%
Shares4.3K
Event2026-03-31
Filed2026-05-11
BBAG
J P MORGAN EXCHANGE TRADED F
239.96%
Shares12.2K
Event2026-03-31
Filed2026-05-11
NXST
NEXSTAR MEDIA GROUP INC
-0.96%
Shares3.1K
Event2026-03-31
Filed2026-05-11
BMY
BRISTOL-MYERS SQUIBB CO
17.27%
Shares9.1K
Event2026-03-31
Filed2026-05-11
APD
AIR PRODUCTS AND CHEMICALS I
-1.83%
Shares1.9K
Event2026-03-31
Filed2026-05-11
EMR
EMERSON ELEC CO
36.31%
Shares4.2K
Event2026-03-31
Filed2026-05-11
BA
BOEING CO
-4.26%
Shares2.7K
Event2026-03-31
Filed2026-05-11
XLG
INVESCO EXCHANGE TRADED FD T
1.74%
Shares9.9K
Event2026-03-31
Filed2026-05-11
WFC
WELLS FARGO & CO
35.89%
Shares6.7K
Event2026-03-31
Filed2026-05-11
VWO
VANGUARD INTL EQUITY INDEX F
-6.99%
Shares9.9K
Event2026-03-31
Filed2026-05-11
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
9.12%
Shares1.6K
Event2026-03-31
Filed2026-05-11
FTEC
FIDELITY COVINGTON TRUST
1.69%
Shares2.5K
Event2026-03-31
Filed2026-05-11
GDX
VANECK ETF TRUST
-4.70%
Shares5.7K
Event2026-03-31
Filed2026-05-11
BP
BP PLC
-24.66%
Shares11.0K
Event2026-03-31
Filed2026-05-11
LXU
LSB INDS INC
0.00%
Shares34.4K
Event2026-03-31
Filed2026-05-11
FNDF
SCHWAB STRATEGIC TR
-5.80%
Shares10.4K
Event2026-03-31
Filed2026-05-11
NOC
NORTHROP GRUMMAN CORP
29.91%
Shares747
Event2026-03-31
Filed2026-05-11
EQT CORP
EQT CORP
0.00%
Shares8.0K
Event2026-03-31
Filed2026-05-11
MS
MORGAN STANLEY
2.13%
Shares3.0K
Event2026-03-31
Filed2026-05-11
ITA
ISHARES TR
38.86%
Shares2.3K
Event2026-03-31
Filed2026-05-11
GSLC
GOLDMAN SACHS ETF TR
8.67%
Shares4.0K
Event2026-03-31
Filed2026-05-11
BLACKROCK INC
BLACKROCK INC
47.40%
Shares510
Event2026-03-31
Filed2026-05-11
SO
SOUTHERN CO
50.86%
Shares5.0K
Event2026-03-31
Filed2026-05-11
XLU
SELECT SECTOR SPDR TR
80.30%
Shares10.5K
Event2026-03-31
Filed2026-05-11
TGT
TARGET CORP
10.94%
Shares4.0K
Event2026-03-31
Filed2026-05-11
WSBC
WESBANCO INC
71.96%
Shares14.0K
Event2026-03-31
Filed2026-05-11
GLW
CORNING INC
0.03%
Shares3.5K
Event2026-03-31
Filed2026-05-11
O
REALTY INCOME CORP
22.64%
Shares7.8K
Event2026-03-31
Filed2026-05-11
ICMB
INVESTCORP CR MGMT BDC INC
New
Shares295.8K
Event2026-03-31
Filed2026-05-11
CF
CF INDUSTRIES HOLD
-3.04%
Shares3.7K
Event2026-03-31
Filed2026-05-11
VRTX
VERTEX PHARMACEUTICALS INC
-3.36%
Shares1.1K
Event2026-03-31
Filed2026-05-11
AWI
ARMSTRONG WORLD INDS INC NEW
-4.10%
Shares2.8K
Event2026-03-31
Filed2026-05-11
MBB
ISHARES TR
304.23%
Shares4.9K
Event2026-03-31
Filed2026-05-11
XLE
SELECT SECTOR SPDR TR
7.97%
Shares7.5K
Event2026-03-31
Filed2026-05-11
FDN
FIRST TR EXCHANGE-TRADED FD
-1.70%
Shares2.0K
Event2026-03-31
Filed2026-05-11
ITW
ILLINOIS TOOL WKS INC
30.75%
Shares1.8K
Event2026-03-31
Filed2026-05-11
XOP
SPDR SERIES TRUST
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-11
QQEW
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares3.6K
Event2026-03-31
Filed2026-05-11
EGP
EASTGROUP PPTYS INC
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-11
AMT
AMERICAN TOWER CORP
0.61%
Shares2.6K
Event2026-03-31
Filed2026-05-11
UBCP
UNITED BANCORP INC OHIO
-17.69%
Shares29.0K
Event2026-03-31
Filed2026-05-11
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
-8.69%
Shares2.1K
Event2026-03-31
Filed2026-05-11
SOXX
ISHARES TR
86.15%
Shares1.3K
Event2026-03-31
Filed2026-05-11
QGRW
WISDOMTREE TR
3.02%
Shares8.1K
Event2026-03-31
Filed2026-05-11
YUM
YUM BRANDS INC
0.00%
Shares2.7K
Event2026-03-31
Filed2026-05-11
GTO
INVESCO ACTIVELY MANAGED EXC
-1.62%
Shares9.1K
Event2026-03-31
Filed2026-05-11
FV
FIRST TR EXCHANGE TRADED FD
9.82%
Shares7.0K
Event2026-03-31
Filed2026-05-11
IWB
ISHARES TR
6.18%
Shares1.2K
Event2026-03-31
Filed2026-05-11
FTC
FIRST TR EXCHANGE-TRADED ALP
0.04%
Shares2.7K
Event2026-03-31
Filed2026-05-11
FVD
FIRST TR EXCHANGE-TRADED FD
0.90%
Shares8.8K
Event2026-03-31
Filed2026-05-11
ABT
ABBOTT LABORATORIES
49.37%
Shares4.0K
Event2026-03-31
Filed2026-05-11
RDVY
FIRST TR EXCHANGE TRADED FD
19.27%
Shares6.0K
Event2026-03-31
Filed2026-05-11
IUSG
ISHARES TR
3694.20%
Shares2.6K
Event2026-03-31
Filed2026-05-11
INTU
INTUIT
-3.30%
Shares937
Event2026-03-31
Filed2026-05-11
DES
WISDOMTREE TR
0.00%
Shares11.1K
Event2026-03-31
Filed2026-05-11
GSBD
GOLDMAN SACHS BDC INC
-3.79%
Shares44.9K
Event2026-03-31
Filed2026-05-11
OXY
OCCIDENTAL PETE CORP
6.93%
Shares6.0K
Event2026-03-31
Filed2026-05-11
XLC
SELECT SECTOR SPDR TR
2.94%
Shares3.5K
Event2026-03-31
Filed2026-05-11
EPD
ENTERPRISE PRODS PARTNERS L
0.00%
Shares10.3K
Event2026-03-31
Filed2026-05-11
OTF
BLUE OWL TECHNOLOGY FIN CORP
17.01%
Shares31.6K
Event2026-03-31
Filed2026-05-11
CTAS
CINTAS CORP
0.09%
Shares2.3K
Event2026-03-31
Filed2026-05-11
ROK
ROCKWELL AUTOMATION INC
4.05%
Shares1.1K
Event2026-03-31
Filed2026-05-11
VONV
VANGUARD SCOTTSDALE FDS
New
Shares4.1K
Event2026-03-31
Filed2026-05-11
NVS
NOVARTIS AG
44.26%
Shares2.5K
Event2026-03-31
Filed2026-05-11
INTC
INTEL CORP
1.84%
Shares8.7K
Event2026-03-31
Filed2026-05-11
SPGI
S&P GLOBAL INC
52.46%
Shares898
Event2026-03-31
Filed2026-05-11
AOS
SMITH A O CORP
2.94%
Shares5.8K
Event2026-03-31
Filed2026-05-11
RITM
RITHM CAPITAL CORP
3.72%
Shares40.1K
Event2026-03-31
Filed2026-05-11
CB
CHUBB LTD SWITZ
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-11
LHX
L3HARRIS TECHNOLOGIES INC
1.21%
Shares1.1K
Event2026-03-31
Filed2026-05-11
PSX
PHILLIPS 66
New
Shares2.1K
Event2026-03-31
Filed2026-05-11
VRT
VERTIV HOLDINGS CO
-3.28%
Shares1.5K
Event2026-03-31
Filed2026-05-11
VST
VISTRA CORP
6.99%
Shares2.4K
Event2026-03-31
Filed2026-05-11
RSG
REPUBLIC SVCS INC
35.17%
Shares1.7K
Event2026-03-31
Filed2026-05-11
NFG
NATIONAL FUEL GAS CO
0.00%
Shares3.8K
Event2026-03-31
Filed2026-05-11
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
New
Shares911
Event2026-03-31
Filed2026-05-11
MA
MASTERCARD INCORPORATED
65.65%
Shares709
Event2026-03-31
Filed2026-05-11
HLT
HILTON WORLDWIDE HLDGS INC
0.61%
Shares1.2K
Event2026-03-31
Filed2026-05-11
SYK
STRYKER CORPORATION
-1.49%
Shares1.1K
Event2026-03-31
Filed2026-05-11
APH
AMPHENOL CORP
-7.74%
Shares2.8K
Event2026-03-31
Filed2026-05-11
ADP
AUTOMATIC DATA PROCESSING IN
0.89%
Shares1.7K
Event2026-03-31
Filed2026-05-11
NUE
NUCOR CORP
25.62%
Shares2.0K
Event2026-03-31
Filed2026-05-11
ASML
ASML HLDG NV
New
Shares260
Event2026-03-31
Filed2026-05-11
FTCS
FIRST TR EXCHANGE-TRADED FD
-2.91%
Shares3.7K
Event2026-03-31
Filed2026-05-11
TMO
THERMO FISHER SCIENTIFIC INC
-4.78%
Shares697
Event2026-03-31
Filed2026-05-11
UPS
UNITED PARCEL SVCS INC
16.49%
Shares3.5K
Event2026-03-31
Filed2026-05-11
SPSM
SPDR SERIES TRUST
4.38%
Shares7.0K
Event2026-03-31
Filed2026-05-11
CARR
CARRIER GLOBAL CORPORATION
0.08%
Shares5.9K
Event2026-03-31
Filed2026-05-11
DX
DYNEX CAP INC
-16.83%
Shares25.8K
Event2026-03-31
Filed2026-05-11
DVY
ISHARES TR
49.41%
Shares2.2K
Event2026-03-31
Filed2026-05-11
BKR
BAKER HUGHES COMPANY
New
Shares5.4K
Event2026-03-31
Filed2026-05-11
CTLP
CANTALOUPE INC
0.00%
Shares30.0K
Event2026-03-31
Filed2026-05-11
SNA
SNAP ON INC
4.84%
Shares888
Event2026-03-31
Filed2026-05-11
HAS
HASBRO INC
-3.31%
Shares3.4K
Event2026-03-31
Filed2026-05-11
ITOT
ISHARES TR
28.94%
Shares2.3K
Event2026-03-31
Filed2026-05-11
HTGC
HERCULES CAPITAL INC
New
Shares21.6K
Event2026-03-31
Filed2026-05-11
ETR
ENTERGY CORP NEW
13.90%
Shares2.8K
Event2026-03-31
Filed2026-05-11
ACWX
ISHARES TR
288.35%
Shares4.6K
Event2026-03-31
Filed2026-05-11
NEWT
NEWTEKONE INC
-5.78%
Shares28.6K
Event2026-03-31
Filed2026-05-11
IUSV
ISHARES TR
2681.82%
Shares3.1K
Event2026-03-31
Filed2026-05-11
IWR
ISHARES TR
29.22%
Shares3.2K
Event2026-03-31
Filed2026-05-11
PODD
INSULET CORP
-27.90%
Shares1.5K
Event2026-03-31
Filed2026-05-11
CIBR
FIRST TR EXCHANGE-TRADED FD
0.12%
Shares4.9K
Event2026-03-31
Filed2026-05-11
CHI
CALAMOS CONV OPPORTUNITIES &
0.29%
Shares28.5K
Event2026-03-31
Filed2026-05-11
RMD
RESMED INC
-2.23%
Shares1.4K
Event2026-03-31
Filed2026-05-11
CGGO
CAPITAL GROUP GBL GROWTH EQT
5.08%
Shares9.1K
Event2026-03-31
Filed2026-05-11
SCHB
SCHWAB STRATEGIC TR
0.24%
Shares11.9K
Event2026-03-31
Filed2026-05-11
SHW
SHERWIN WILLIAMS CO
-2.61%
Shares934
Event2026-03-31
Filed2026-05-11
SHEL
SHELL PLC
New
Shares3.2K
Event2026-03-31
Filed2026-05-11
PAAA
PGIM ETF TR
4387.60%
Shares5.8K
Event2026-03-31
Filed2026-05-11
VBR
VANGUARD INDEX FDS
348.18%
Shares1.4K
Event2026-03-31
Filed2026-05-11
EPS
WISDOMTREE TR
1.13%
Shares4.3K
Event2026-03-31
Filed2026-05-11
ESGU
ISHARES TR
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-11
BTI
BRITISH AMERN TOB PLC
-10.12%
Shares5.0K
Event2026-03-31
Filed2026-05-11
GWW
WW GRAINGER INC
0.00%
Shares267
Event2026-03-31
Filed2026-05-11
AFLG
FIRST TR EXCHNG TRADED FD VI
-0.34%
Shares7.5K
Event2026-03-31
Filed2026-05-11
PAYX
PAYCHEX INC
42.53%
Shares3.1K
Event2026-03-31
Filed2026-05-11
RYLD
GLOBAL X FDS
98.86%
Shares19.3K
Event2026-03-31
Filed2026-05-11
NEAR
ISHARES U S ETF TR
1.63%
Shares5.7K
Event2026-03-31
Filed2026-05-11
QUAL
ISHARES TR
195.28%
Shares1.5K
Event2026-03-31
Filed2026-05-11
HBAN
HUNTINGTON BANCSHARES INC
9.81%
Shares18.4K
Event2026-03-31
Filed2026-05-11
IVW
ISHARES TR
7.22%
Shares2.5K
Event2026-03-31
Filed2026-05-11
GRMN
GARMIN LTD
-3.29%
Shares1.2K
Event2026-03-31
Filed2026-05-11
LNT
ALLIANT ENERGY CORP
New
Shares4.0K
Event2026-03-31
Filed2026-05-11
GSK PLC
GSK PLC
New
Shares5.2K
Event2026-03-31
Filed2026-05-11
SUN
SUNOCO LP/SUNOCO FIN CORP
New
Shares4.4K
Event2026-03-31
Filed2026-05-11
OLED
UNIVERSAL DISPLAY CORP
-3.14%
Shares3.0K
Event2026-03-31
Filed2026-05-11
FNB
F N B CORP
0.26%
Shares16.7K
Event2026-03-31
Filed2026-05-11
PNNT
PENNANTPARK INVT CORP
-6.49%
Shares62.0K
Event2026-03-31
Filed2026-05-11
NOBL
PROSHARES TR
New
Shares2.6K
Event2026-03-31
Filed2026-05-11
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares1.4K
Event2026-03-31
Filed2026-05-11
HYDB
ISHARES TR
-27.88%
Shares5.9K
Event2026-03-31
Filed2026-05-11
QQQI
NEOS ETF TRUST
-21.24%
Shares5.5K
Event2026-03-31
Filed2026-05-11
ETO
EATON VANCE TAX-ADVANTAGED G
0.71%
Shares10.3K
Event2026-03-31
Filed2026-05-11
BITMINE IMMERSION TECNOLOGIE
BITMINE IMMERSION TECNOLOGIE
New
Shares13.6K
Event2026-03-31
Filed2026-05-11
AGG
ISHARES TR
236.46%
Shares2.7K
Event2026-03-31
Filed2026-05-11
BIT
BLACKROCK MULTI SECTOR INC T
88.46%
Shares21.1K
Event2026-03-31
Filed2026-05-11
ESGD
ISHARES TR
0.00%
Shares2.8K
Event2026-03-31
Filed2026-05-11
IYW
ISHARES TR
65.75%
Shares1.4K
Event2026-03-31
Filed2026-05-11
NRG
NRG ENERGY INC
18.48%
Shares1.8K
Event2026-03-31
Filed2026-05-11
ABNB
AIRBNB INC
2.72%
Shares2.1K
Event2026-03-31
Filed2026-05-11
ET
ENERGY TRANSFER L P
0.30%
Shares13.6K
Event2026-03-31
Filed2026-05-11
SPYM
SPDR SERIES TRUST
-5.31%
Shares3.4K
Event2026-03-31
Filed2026-05-11
HIG
HARTFORD INSURANCE GROUP INC
-2.91%
Shares1.9K
Event2026-03-31
Filed2026-05-11
JAAA
JANUS DETROIT STR TR
0.74%
Shares5.2K
Event2026-03-31
Filed2026-05-11
IVE
ISHARES TR
17.01%
Shares1.2K
Event2026-03-31
Filed2026-05-11
MMM
3M CO
34.36%
Shares1.8K
Event2026-03-31
Filed2026-05-11
ADI
ANALOG DEVICES INC
New
Shares818
Event2026-03-31
Filed2026-05-11
EFX
EQUIFAX INC
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-11
VIGI
VANGUARD WHITEHALL FDS
17.35%
Shares2.9K
Event2026-03-31
Filed2026-05-11
IUSB
ISHARES TR
30.24%
Shares5.5K
Event2026-03-31
Filed2026-05-11
FDX
FEDEX CORP
New
Shares702
Event2026-03-31
Filed2026-05-11
IDEV
ISHARES TR
13.77%
Shares3.0K
Event2026-03-31
Filed2026-05-11
EFA
ISHARES TR
29.62%
Shares2.5K
Event2026-03-31
Filed2026-05-11
FXR
FIRST TR EXCHANGE-TRADED FD
65.69%
Shares3.0K
Event2026-03-31
Filed2026-05-11
FAST
FASTENAL CO
New
Shares5.3K
Event2026-03-31
Filed2026-05-11
USMV
ISHARES TR
49.69%
Shares2.6K
Event2026-03-31
Filed2026-05-11
KR
KROGER CO
0.09%
Shares3.3K
Event2026-03-31
Filed2026-05-11
QTUM
ETF SER SOLUTIONS
New
Shares2.2K
Event2026-03-31
Filed2026-05-11
BK
BANK NEW YORK MELLON CORP
0.10%
Shares2.0K
Event2026-03-31
Filed2026-05-11
ISRG
INTUITIVE SURGICAL INC
-37.83%
Shares521
Event2026-03-31
Filed2026-05-11
TWLO
TWILIO INC
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-11
VCIT
VANGUARD SCOTTSDALE FDS
New
Shares2.9K
Event2026-03-31
Filed2026-05-11
EMLP
FIRST TR EXCHANGE-TRADED FD
-4.40%
Shares5.5K
Event2026-03-31
Filed2026-05-11
FIDU
FIDELITY COVINGTON TRUST
-4.71%
Shares2.7K
Event2026-03-31
Filed2026-05-11
NSC
NORFOLK SOUTHN CORP
3.14%
Shares820
Event2026-03-31
Filed2026-05-11
LPLA
LPL FINL HLDGS INC
New
Shares782
Event2026-03-31
Filed2026-05-11
GM
GENERAL MTRS CO
New
Shares3.1K
Event2026-03-31
Filed2026-05-11
MEDTRONIC PLC
MEDTRONIC PLC
13.11%
Shares2.6K
Event2026-03-31
Filed2026-05-11
HOOD
ROBINHOOD MKTS INC
New
Shares3.3K
Event2026-03-31
Filed2026-05-11
CRM
SALESFORCE INC
-47.10%
Shares1.2K
Event2026-03-31
Filed2026-05-11
URI
UNITED RENTALS INC
New
Shares310
Event2026-03-31
Filed2026-05-11
TRV
TRAVELERS COMPANIES INC
-7.28%
Shares764
Event2026-03-31
Filed2026-05-11
CMCSA
COMCAST CORP NEW
New
Shares7.7K
Event2026-03-31
Filed2026-05-11
MSCI
MSCI INC
-16.80%
Shares411
Event2026-03-31
Filed2026-05-11
MMC
MARSH & MCLENNAN COS INC
New
Shares1.3K
Event2026-03-31
Filed2026-05-11
DIV
GLOBAL X FDS
2.23%
Shares11.6K
Event2026-03-31
Filed2026-05-11
SPEM
SPDR INDEX SHS FDS
-4.85%
Shares4.7K
Event2026-03-31
Filed2026-05-11
FITB
FIFTH THIRD BANCORP
0.56%
Shares4.7K
Event2026-03-31
Filed2026-05-11
MPLX
MPLX LP
New
Shares3.8K
Event2026-03-31
Filed2026-05-11
PID
INVESCO EXCHANGE TRADED FD T
5.86%
Shares9.8K
Event2026-03-31
Filed2026-05-11
DGRO
ISHARES TR
1.17%
Shares3.1K
Event2026-03-31
Filed2026-05-11
FLHY
FRANKLIN TEMPLETON ETF TR
New
Shares9.0K
Event2026-03-31
Filed2026-05-11
CGUS
CAPITAL GROUP CORE EQUITY ET
New
Shares5.6K
Event2026-03-31
Filed2026-05-11
CSQ
CALAMOS STRATEGIC TOTAL RETU
-24.21%
Shares12.6K
Event2026-03-31
Filed2026-05-11
SPIB
SPDR SERIES TRUST
14809.30%
Shares6.4K
Event2026-03-31
Filed2026-05-11
ISHARES GOLD TR
ISHARES GOLD TR
New
Shares2.4K
Event2026-03-31
Filed2026-05-11
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
17.16%
Shares4.6K
Event2026-03-31
Filed2026-05-11
VEU
VANGUARD INTL EQUITY INDEX F
269.91%
Shares2.8K
Event2026-03-31
Filed2026-05-11
SHOP
SHOPIFY INC
-1.07%
Shares1.7K
Event2026-03-31
Filed2026-05-11
KKR & CO INC
KKR & CO INC
3.26%
Shares2.2K
Event2026-03-31
Filed2026-05-11
USB
US BANCORP
0.77%
Shares3.9K
Event2026-03-31
Filed2026-05-11
WBD
WARNER BROS DISCOVERY INC
New
Shares7.5K
Event2026-03-31
Filed2026-05-11
SPAB
SPDR SERIES TRUST
-1.24%
Shares8.0K
Event2026-03-31
Filed2026-05-11
ADSK
AUTODESK INC
-16.50%
Shares855
Event2026-03-31
Filed2026-05-11
EXEL
EXELIXIS INC
0.00%
Shares4.7K
Event2026-03-31
Filed2026-05-11
CION
CION INVT CORP
5.72%
Shares29.6K
Event2026-03-31
Filed2026-05-11
FE
FIRSTENERGY CORP
New
Shares4.0K
Event2026-03-31
Filed2026-05-11
FYC
FIRST TR EXCHANGE-TRADED ALP
New
Shares2.1K
Event2026-03-31
Filed2026-05-11
MPC
MARATHON PETE CORP
New
Shares819
Event2026-03-31
Filed2026-05-11
PFFA
ETFIS SER TR I
New
Shares9.8K
Event2026-03-31
Filed2026-05-11
IYG
ISHARES TR
280.90%
Shares2.3K
Event2026-03-31
Filed2026-05-11
FNY
FIRST TR EXCHANGE-TRADED ALP
New
Shares2.1K
Event2026-03-31
Filed2026-05-11
OEF
ISHARES TR
7.86%
Shares590
Event2026-03-31
Filed2026-05-11
XLB
SELECT SECTOR SPDR TR
304.56%
Shares3.7K
Event2026-03-31
Filed2026-05-11
DJIA
GLOBAL X FDS
-8.57%
Shares8.8K
Event2026-03-31
Filed2026-05-11
FTXL
FIRST TR EXCHANGE TRADED FD
-0.48%
Shares1.3K
Event2026-03-31
Filed2026-05-11
VONG
VANGUARD SCOTTSDALE FDS
New
Shares1.7K
Event2026-03-31
Filed2026-05-11
JPC
NUVEEN PFD & INCOME OPPORTUN
3.93%
Shares24.0K
Event2026-03-31
Filed2026-05-11
BND
VANGUARD BD INDEX FDS
670.53%
Shares2.5K
Event2026-03-31
Filed2026-05-11
FXD
FIRST TR EXCHANGE-TRADED FD
47.49%
Shares2.8K
Event2026-03-31
Filed2026-05-11
VGI
VIRTUS GLOBAL MULTI-SECTOR I
32.31%
Shares24.5K
Event2026-03-31
Filed2026-05-11
MTUM
ISHARES TR
95.58%
Shares753
Event2026-03-31
Filed2026-05-11
FYT
FIRST TR EXCHANGE-TRADED ALP
New
Shares2.9K
Event2026-03-31
Filed2026-05-11
WEEI
ULTIMUS MANAGERS TR
0.00%
Shares6.9K
Event2026-03-31
Filed2026-05-11
EFG
ISHARES TR
75.77%
Shares1.5K
Event2026-03-31
Filed2026-05-11
SPXX
NUVEEN S&P 500 DYNAMIC OVERW
New
Shares10.6K
Event2026-03-31
Filed2026-05-11
ETB
EATON VANCE TAX MNGED BUY WR
New
Shares11.7K
Event2026-03-31
Filed2026-05-11
FNK
FIRST TR EXCHANGE-TRADED ALP
New
Shares2.9K
Event2026-03-31
Filed2026-05-11
PDP
INVESCO EXCHANGE TRADED FD T
69.29%
Shares1.4K
Event2026-03-31
Filed2026-05-11
SPDW
SPDR INDEX SHS FDS
11.05%
Shares3.6K
Event2026-03-31
Filed2026-05-11
IGD
VOYA GLBL EQTY DIV & PREM OP
4.60%
Shares29.1K
Event2026-03-31
Filed2026-05-11
MDST
ULTIMUS MANAGERS TR
0.00%
Shares5.7K
Event2026-03-31
Filed2026-05-11
BDJ
BLACKROCK ENHANCED EQUITY DI
21.01%
Shares18.6K
Event2026-03-31
Filed2026-05-11
EXG
EATON VANCE TAX-MANAGED GLOB
4.72%
Shares18.4K
Event2026-03-31
Filed2026-05-11
SDY
SPDR SERIES TRUST
43.33%
Shares1.1K
Event2026-03-31
Filed2026-05-11
ETJ
EATON VANCE RISK-MANAGED DIV
4.17%
Shares19.1K
Event2026-03-31
Filed2026-05-11
BOE
BLACKROCK ENHANCED GLOBAL
4.63%
Shares14.2K
Event2026-03-31
Filed2026-05-11
JCE
NUVEEN CORE EQUITY ALPHA FD
New
Shares10.3K
Event2026-03-31
Filed2026-05-11
OXSQ
OXFORD SQUARE CAP CORP
0.00%
Shares84.9K
Event2026-03-31
Filed2026-05-11
MMT
MFS MULTIMARKET INCOME TR
4.79%
Shares32.4K
Event2026-03-31
Filed2026-05-11
IEUR
ISHARES TR
New
Shares2.1K
Event2026-03-31
Filed2026-05-11
QQQH
NEOS ETF TRUST
New
Shares2.8K
Event2026-03-31
Filed2026-05-11
BUZZ
VANECK ETF TRUST
-19.77%
Shares5.0K
Event2026-03-31
Filed2026-05-11
BGH
BARINGS GLOBAL SHORT DURATIO
4.63%
Shares10.5K
Event2026-03-31
Filed2026-05-11
MFIC
MIDCAP FINANCIAL INVSTMNT CO
6.43%
Shares12.8K
Event2026-03-31
Filed2026-05-11
AIRR
FIRST TR EXCHANGE TRADED FD
901.60%
Shares1.3K
Event2026-03-31
Filed2026-05-11
MUB
ISHARES TR
161.77%
Shares1.3K
Event2026-03-31
Filed2026-05-11
ESML
ISHARES TR
0.00%
Shares2.9K
Event2026-03-31
Filed2026-05-11
HYMB
SPDR SERIES TRUST
0.00%
Shares5.4K
Event2026-03-31
Filed2026-05-11
ARDC
ARES DYNAMIC CR ALLOCATION F
4.57%
Shares11.0K
Event2026-03-31
Filed2026-05-11
SKYY
FIRST TR EXCHANGE-TRADED FD
1050.94%
Shares1.2K
Event2026-03-31
Filed2026-05-11
IDV
ISHARES TR
0.26%
Shares3.1K
Event2026-03-31
Filed2026-05-11
IWM
ISHARES TR
37.80%
Shares514
Event2026-03-31
Filed2026-05-11
IGF
ISHARES TR
1168.00%
Shares1.9K
Event2026-03-31
Filed2026-05-11
GSUS
GOLDMAN SACHS ETF TR
New
Shares1.4K
Event2026-03-31
Filed2026-05-11
SPHY
SPDR SERIES TRUST
-3.32%
Shares5.3K
Event2026-03-31
Filed2026-05-11
EIPI
FIRST TR EXCHNG TRADED FD VI
172.31%
Shares5.5K
Event2026-03-31
Filed2026-05-11
PFF
ISHARES TR
94.75%
Shares4.0K
Event2026-03-31
Filed2026-05-11
HERD
PACER FDS TR
68.15%
Shares2.6K
Event2026-03-31
Filed2026-05-11
EFV
ISHARES TR
10.94%
Shares1.6K
Event2026-03-31
Filed2026-05-11
HEFA
ISHARES TR
7.63%
Shares2.8K
Event2026-03-31
Filed2026-05-11
RDVI
FIRST TR EXCHANGE-TRADED FD
New
Shares4.5K
Event2026-03-31
Filed2026-05-11
ARTY
ISHARES TR
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-11
BAC-PL
BANK AMERICA CORP
New
Shares96
Event2026-03-31
Filed2026-05-11
BSV
VANGUARD BD INDEX FDS
21.45%
Shares1.4K
Event2026-03-31
Filed2026-05-11
TFLO
ISHARES TR
3.30%
Shares2.2K
Event2026-03-31
Filed2026-05-11
VVR
INVESCO SR INCOME TR
6.20%
Shares34.1K
Event2026-03-31
Filed2026-05-11
BLV
VANGUARD BD INDEX FDS
-5.78%
Shares1.5K
Event2026-03-31
Filed2026-05-11
DWM
WISDOMTREE TR
New
Shares1.5K
Event2026-03-31
Filed2026-05-11
DWAS
INVESCO EXCH TRADED FD TR II
New
Shares1.1K
Event2026-03-31
Filed2026-05-11
IGPT
INVESCO EXCHANGE TRADED FD T
New
Shares1.8K
Event2026-03-31
Filed2026-05-11
AIQ
GLOBAL X FDS
New
Shares2.2K
Event2026-03-31
Filed2026-05-11
IDNA
ISHARES TR
0.00%
Shares3.4K
Event2026-03-31
Filed2026-05-11
HYD
VANECK ETF TRUST
8845.45%
Shares2.0K
Event2026-03-31
Filed2026-05-11
GCOR
GOLDMAN SACHS ETF TR
New
Shares2.3K
Event2026-03-31
Filed2026-05-11
SCHM
SCHWAB STRATEGIC TR
New
Shares3.0K
Event2026-03-31
Filed2026-05-11
STIP
ISHARES TR
2052.38%
Shares904
Event2026-03-31
Filed2026-05-11
FXO
FIRST TR EXCHANGE-TRADED FD
1771.59%
Shares1.6K
Event2026-03-31
Filed2026-05-11
GDXJ
VANECK ETF TRUST
0.00%
Shares770
Event2026-03-31
Filed2026-05-11
IWV
ISHARES TR
4.64%
Shares248
Event2026-03-31
Filed2026-05-11
GLOV
GOLDMAN SACHS ETF TR
New
Shares1.6K
Event2026-03-31
Filed2026-05-11
AOM
ISHARES TR
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-11
VDE
VANGUARD WORLD FD
256.94%
Shares514
Event2026-03-31
Filed2026-05-11
JEPQ
J P MORGAN EXCHANGE TRADED F
34.60%
Shares1.6K
Event2026-03-31
Filed2026-05-11
SCHV
SCHWAB STRATEGIC TR
New
Shares2.9K
Event2026-03-31
Filed2026-05-11
IJK
ISHARES TR
678.57%
Shares872
Event2026-03-31
Filed2026-05-11
JRS
NUVEEN REAL ESTATE INCOME FD
6.84%
Shares11.6K
Event2026-03-31
Filed2026-05-11
DYNF
BLACKROCK ETF TRUST
42.51%
Shares1.5K
Event2026-03-31
Filed2026-05-11
IYJ
ISHARES TR
0.00%
Shares582
Event2026-03-31
Filed2026-05-11
MXI
ISHARES TR
0.00%
Shares802
Event2026-03-31
Filed2026-05-11
VOX
VANGUARD WORLD FD
0.00%
Shares471
Event2026-03-31
Filed2026-05-11
IWS
ISHARES TR
863.33%
Shares578
Event2026-03-31
Filed2026-05-11
VCSH
VANGUARD SCOTTSDALE FDS
New
Shares1.1K
Event2026-03-31
Filed2026-05-11
MOAT
VANECK ETF TRUST
New
Shares832
Event2026-03-31
Filed2026-05-11
PFM
INVESCO EXCHANGE TRADED FD T
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-11
IGV
ISHARES TR
105.15%
Shares995
Event2026-03-31
Filed2026-05-11
EEM
ISHARES TR
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-11
SLYV
SPDR SERIES TRUST
New
Shares805
Event2026-03-31
Filed2026-05-11
ALTY
GLOBAL X FDS
0.76%
Shares6.2K
Event2026-03-31
Filed2026-05-11
KBWD
INVESCO EXCH TRADED FD TR II
4.96%
Shares6.0K
Event2026-03-31
Filed2026-05-11
HDV
ISHARES TR
677.14%
Shares544
Event2026-03-31
Filed2026-05-11
RSPG
INVESCO EXCHANGE TRADED FD T
0.45%
Shares674
Event2026-03-31
Filed2026-05-11
IJJ
ISHARES TR
33.74%
Shares547
Event2026-03-31
Filed2026-05-11
IBB
ISHARES TR
700.00%
Shares424
Event2026-03-31
Filed2026-05-11
SPYI
NEOS ETF TRUST
New
Shares1.4K
Event2026-03-31
Filed2026-05-11
IHI
ISHARES TR
66.71%
Shares1.3K
Event2026-03-31
Filed2026-05-11
FBT
FIRST TR EXCHANGE-TRADED FD
New
Shares341
Event2026-03-31
Filed2026-05-11
ICF
ISHARES TR
0.37%
Shares1.1K
Event2026-03-31
Filed2026-05-11
VV
VANGUARD INDEX FDS
55.17%
Shares225
Event2026-03-31
Filed2026-05-11
LVDS
J P MORGAN EXCHANGE TRADED F
New
Shares1.3K
Event2026-03-31
Filed2026-05-11
VIS
VANGUARD WORLD FD
94.39%
Shares208
Event2026-03-31
Filed2026-05-11
PIE
INVESCO EXCH TRADED FD TR II
78.11%
Shares2.4K
Event2026-03-31
Filed2026-05-11
HYG
ISHARES TR
0.64%
Shares789
Event2026-03-31
Filed2026-05-11
ITM
VANECK ETF TRUST
New
Shares1.3K
Event2026-03-31
Filed2026-05-11
EWU
ISHARES TR
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-11
XLP
SELECT SECTOR SPDR TR
66.44%
Shares729
Event2026-03-31
Filed2026-05-11
IGSB
ISHARES TR
0.18%
Shares1.1K
Event2026-03-31
Filed2026-05-11
EBIZ
GLOBAL X FDS
New
Shares2.2K
Event2026-03-31
Filed2026-05-11
CMF
ISHARES TR
New
Shares1.0K
Event2026-03-31
Filed2026-05-11
JEPI
J P MORGAN EXCHANGE TRADED F
589.33%
Shares1.0K
Event2026-03-31
Filed2026-05-11

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available