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The Analysis of Freestone Capital Holdings, LLC's Holdings & P&L

Currently, Freestone Capital Holdings, LLC holds 530 types of securities in its portfolio with a total value $3.3B. In the most recent quarter, they have increased their positions in VWO (+270.3K shares, valued at $14.6M), BSV (+176.3K shares, valued at $13.8M), IVV (+19.3K shares, valued at $12.6M); decreased their positions in QQQM (-18.0K shares, valued at $4.3M), NVDA (-19.6K shares, valued at $3.4M), CRM (-12.7K shares, valued at $2.4M); initiated new positions in IGV (+86.7K shares, valued at $6.9M), ALK (+66.6K shares, valued at $2.4M), FITB (+43.1K shares, valued at $2.0M).

1M P&L

+84.1M+2.45%

3M P&L

+133.8M+3.94%

HY P&L

+282.4M+8.71%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.3B

44.6%

2Software - Infrastructure270.7M

9.0%

3Semiconductors202.0M

6.7%

Top Industries by Stock Count

1N/A188 stocks

38.8%

2Software - Application19 stocks

3.9%

3Software - Infrastructure15 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR689.4K shares2.89%2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS2.9M shares5.84%2026-03-312026-05-13

MSFT MICROSOFT CORP449.7K shares-0.09%2026-03-312026-05-13

NVDA NVIDIA CORPORATION809.8K shares-2.36%2026-03-312026-05-13

AAPL APPLE INC509.1K shares-1.62%2026-03-312026-05-13

AGG ISHARES TR948.4K shares12.59%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T142.6K shares1.29%2026-03-312026-05-13

BSV VANGUARD BD INDEX FDS1.2M shares17.60%2026-03-312026-05-13

Sponsored

VWO VANGUARD INTL EQUITY INDEX F1.6M shares20.13%2026-03-312026-05-13

AMZN AMAZON COM INC391.6K shares0.61%2026-03-312026-05-13

ALPHABET INC ALPHABET INC250.7K shares0.83%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS90.4K shares2.85%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL88.7K shares0.96%2026-03-312026-05-13

BROADCOM INC BROADCOM INC131.2K shares0.59%2026-03-312026-05-13

META META PLATFORMS INC69.9K shares1.92%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION39.7K shares-0.83%2026-03-312026-05-13

Sponsored

JPM JPMORGAN CHASE & CO105.3K shares-0.29%2026-03-312026-05-13

XOM EXXON MOBIL CORP176.5K shares-3.56%2026-03-312026-05-13

KLAC KLA CORP19.4K shares-4.45%2026-03-312026-05-13

NKE NIKE INC524.8K shares0.28%2026-03-312026-05-13

ALPHABET INC ALPHABET INC90.9K shares12.81%2026-03-312026-05-13

LLY ELI LILLY & CO27.6K shares-3.16%2026-03-312026-05-13

SUB ISHARES TR233.9K shares16.63%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR41.3K shares6.71%2026-03-312026-05-13

Sponsored

VTI VANGUARD INDEX FDS68.8K shares3.49%2026-03-312026-05-13

MUB ISHARES TR207.8K shares24.77%2026-03-312026-05-13

CAT CATERPILLAR INC29.7K shares-0.37%2026-03-312026-05-13

V VISA INC67.9K shares4.15%2026-03-312026-05-13

AMAT APPLIED MATLS INC58.0K shares1.56%2026-03-312026-05-13

TSLA TESLA INC50.8K shares1.90%2026-03-312026-05-13

ORCL ORACLE CORP125.3K shares1.13%2026-03-312026-05-13

IWF ISHARES TR42.2K shares-5.28%2026-03-312026-05-13

Sponsored

ABBV ABBVIE INC70.0K shares1.14%2026-03-312026-05-13

UNP UNION PAC CORP62.7K shares2.23%2026-03-312026-05-13

MA MASTERCARD INCORPORATED30.4K shares3.91%2026-03-312026-05-13

CRM SALESFORCE INC81.3K shares-13.49%2026-03-312026-05-13

HD HOME DEPOT INC45.3K shares1.95%2026-03-312026-05-13

TMO THERMO FISHER SCIENTIFIC INC29.8K shares-1.19%2026-03-312026-05-13

APP APPLOVIN CORP36.0K shares-7.63%2026-03-312026-05-13

WFC WELLS FARGO & CO174.5K shares4.43%2026-03-312026-05-13

Sponsored

ABT ABBOTT LABORATORIES134.9K shares0.54%2026-03-312026-05-13

BAC BANK AMERICA CORP279.3K shares0.38%2026-03-312026-05-13

RTX RTX CORPORATION69.3K shares6.00%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON54.6K shares3.49%2026-03-312026-05-13

CVX CHEVRON CORPORATION62.1K shares1.51%2026-03-312026-05-13

QCOM QUALCOMM INC99.7K shares-4.36%2026-03-312026-05-13

WMT WALMART INC102.6K shares-2.20%2026-03-312026-05-13

MCK MCKESSON CORP14.1K shares0.82%2026-03-312026-05-13

Sponsored

NEE NEXTERA ENERGY INC129.8K shares1.09%2026-03-312026-05-13

CAH CARDINAL HEALTH INC57.1K shares-3.38%2026-03-312026-05-13

PG PROCTER & GAMBLE CO82.6K shares1.86%2026-03-312026-05-13

EEM ISHARES TR202.9K shares-3.26%2026-03-312026-05-13

XLRE SELECT SECTOR SPDR TR276.1K shares18.11%2026-03-312026-05-13

ITOT ISHARES TR78.4K shares-2.00%2026-03-312026-05-13

SO SOUTHERN CO114.4K shares13.41%2026-03-312026-05-13

EFA ISHARES TR112.6K shares-10.40%2026-03-312026-05-13

Sponsored

OKTA OKTA INC132.2K shares0.08%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC50.9K shares4.82%2026-03-312026-05-13

NFLX NETFLIX INC.106.8K shares4.96%2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC81.4K shares-6.58%2026-03-312026-05-13

CSCO CISCO SYS INC126.0K shares-1.31%2026-03-312026-05-13

IEFA ISHARES TR108.0K shares-0.34%2026-03-312026-05-13

THE CIGNA GROUP THE CIGNA GROUP36.6K shares6.64%2026-03-312026-05-13

EATON CORP PLC EATON CORP PLC25.8K shares6.65%2026-03-312026-05-13

Sponsored

LMT LOCKHEED MARTIN CORP15.1K shares-0.53%2026-03-312026-05-13

PM PHILIP MORRIS INTL INC55.1K shares4.87%2026-03-312026-05-13

GLD SPDR GOLD TR19.8K shares-7.41%2026-03-312026-05-13

HON HONEYWELL INTL INC36.4K shares-4.74%2026-03-312026-05-13

KO COCA COLA CO105.1K shares2.40%2026-03-312026-05-13

MU MICRON TECHNOLOGY INC23.2K shares-2.13%2026-03-312026-05-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND38.5K shares-13.78%2026-03-312026-05-13

MCD MCDONALDS CORP24.3K shares3.50%2026-03-312026-05-13

Sponsored

NEM NEWMONT CORP69.3K shares-16.98%2026-03-312026-05-13

VEU VANGUARD INTL EQUITY INDEX F97.2K shares-2.48%2026-03-312026-05-13

LINDE PLC LINDE PLC14.5K shares-1.23%2026-03-312026-05-13

UNH UNITEDHEALTH GROUP INC26.4K shares1.55%2026-03-312026-05-13

DE DEERE & CO12.6K shares0.65%2026-03-312026-05-13

AXP AMERICAN EXPRESS CO23.5K shares-0.11%2026-03-312026-05-13

TRV TRAVELERS COMPANIES INC24.1K shares2.02%2026-03-312026-05-13

ISRG INTUITIVE SURGICAL INC15.1K shares3.64%2026-03-312026-05-13

Sponsored

IGV ISHARES TR86.7K sharesnew addition2026-03-312026-05-13

GWW WW GRAINGER INC6.0K shares0.99%2026-03-312026-05-13

FIG FIGMA INC291.8K shares5.89%2026-03-312026-05-13

VNQ VANGUARD INDEX FDS67.0K shares-1.01%2026-03-312026-05-13

PANW PALO ALTO NETWORKS INC36.5K shares-0.84%2026-03-312026-05-13

VB VANGUARD INDEX FDS21.1K shares10.16%2026-03-312026-05-13

SBUX STARBUCKS CORP61.5K shares4.90%2026-03-312026-05-13

FCX FREEPORT MCMORAN INC92.6K shares1.63%2026-03-312026-05-13

Sponsored

IWP ISHARES TR42.4K shares-8.48%2026-03-312026-05-13

SNA SNAP ON INC14.9K shares1.14%2026-03-312026-05-13

MO ALTRIA GROUP INC79.6K shares10.36%2026-03-312026-05-13

TXN TEXAS INSTRS INC26.9K shares-5.36%2026-03-312026-05-13

SPGI S&P GLOBAL INC11.9K shares0.96%2026-03-312026-05-13

DMLP DORCHESTER MINERALS L P187.0K shares117.44%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC100.2K shares-3.25%2026-03-312026-05-13

SPIB SPDR SERIES TRUST149.8K shares-27.73%2026-03-312026-05-13

Sponsored

VGT VANGUARD WORLD FD7.2K shares-1.38%2026-03-312026-05-13

T AT&T INC171.2K shares0.23%2026-03-312026-05-13

TE CONNECTIVITY PLC TE CONNECTIVITY PLC23.7K shares2.37%2026-03-312026-05-13

SCHZ SCHWAB STRATEGIC TR212.8K shares-3.02%2026-03-312026-05-13

CMF ISHARES TR86.9K shares11.70%2026-03-312026-05-13

JCI JOHNSON CONTROLS INTERNATION37.4K shares0.71%2026-03-312026-05-13

MMM 3M CO33.2K shares1.09%2026-03-312026-05-13

ZTS ZOETIS INC40.0K shares23.59%2026-03-312026-05-13

Sponsored

ULTA ULTA BEAUTY INC9.0K shares0.39%2026-03-312026-05-13

ADBE ADOBE INC19.1K shares-20.71%2026-03-312026-05-13

COP CONOCOPHILLIPS35.1K shares-3.40%2026-03-312026-05-13

DHI D R HORTON INC33.1K shares3.05%2026-03-312026-05-13

ACWI ISHARES TR32.7K shares-15.03%2026-03-312026-05-13

COIN COINBASE GLOBAL INC25.3K shares-2.87%2026-03-312026-05-13

KRP KIMBELL RTY PARTNERS LP298.7K shares64.39%2026-03-312026-05-13

ESGV VANGUARD WORLD FD38.5K shares-2.33%2026-03-312026-05-13

Sponsored

AFL AFLAC INC39.1K shares0.56%2026-03-312026-05-13

ALL ALLSTATE CORP20.7K shares1.54%2026-03-312026-05-13

ADP AUTOMATIC DATA PROCESSING IN20.5K shares9.16%2026-03-312026-05-13

PYPL PAYPAL HLDGS INC90.8K shares94.36%2026-03-312026-05-13

IWM ISHARES TR16.6K shares-3.34%2026-03-312026-05-13

IWB ISHARES TR11.4K shares0.00%2026-03-312026-05-13

CEE CENTRAL & EASTERN EUROPE FD222.5K shares25.07%2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS16.7K shares6.85%2026-03-312026-05-13

Sponsored

MNST MONSTER BEVERAGE CORP NEW55.8K shares-2.62%2026-03-312026-05-13

AMGN AMGEN INC11.3K shares0.72%2026-03-312026-05-13

LOW LOWES COS INC16.7K shares1.05%2026-03-312026-05-13

SDY SPDR SERIES TRUST25.1K shares0.59%2026-03-312026-05-13

HAS HASBRO INC38.9K shares-4.27%2026-03-312026-05-13

DIS DISNEY WALT CO37.2K shares0.42%2026-03-312026-05-13

NXPI NXP SEMICONDUCTORS N V18.0K shares1.62%2026-03-312026-05-13

AZO AUTOZONE INC1.0K shares-1.60%2026-03-312026-05-13

Sponsored

SPYG SPDR SERIES TRUST35.9K shares-30.66%2026-03-312026-05-13

ISHARES GOLD TR ISHARES GOLD TR39.6K shares-16.48%2026-03-312026-05-13

ECC EAGLE POINT CREDIT COMPANY I916.3K shares73.42%2026-03-312026-05-13

CRGY CRESCENT ENERGY COMPANY251.9K shares32.55%2026-03-312026-05-13

DFAC DIMENSIONAL ETF TRUST87.0K shares0.00%2026-03-312026-05-13

ALPS ETF TR ALPS ETF TR63.7K shares1.46%2026-03-312026-05-13

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL8.4K shares-4.51%2026-03-312026-05-13

SHW SHERWIN WILLIAMS CO10.2K shares-1.13%2026-03-312026-05-13

Sponsored

GE AEROSPACE GE AEROSPACE11.5K shares-6.98%2026-03-312026-05-13

PFG PRINCIPAL FINANCIAL GROUP IN34.8K shares-4.00%2026-03-312026-05-13

SCHF SCHWAB STRATEGIC TR125.6K shares-3.85%2026-03-312026-05-13

IBIT ISHARES BITCOIN TRUST ETF79.4K shares9.22%2026-03-312026-05-13

TGT TARGET CORP25.2K shares-1.41%2026-03-312026-05-13

SLB SLB LIMITED58.6K shares-5.40%2026-03-312026-05-13

SPYV SPDR SERIES TRUST52.9K shares-31.32%2026-03-312026-05-13

CWI SPDR INDEX SHS FDS81.0K shares0.00%2026-03-312026-05-13

Sponsored

XLU SELECT SECTOR SPDR TR63.9K shares-2.74%2026-03-312026-05-13

SCHD SCHWAB STRATEGIC TR94.5K shares120.73%2026-03-312026-05-13

LEN LENNAR CORP33.4K shares7.93%2026-03-312026-05-13

EXPE EXPEDIA GROUP INC12.4K shares-12.17%2026-03-312026-05-13

TSCO TRACTOR SUPPLY CO62.9K shares-8.52%2026-03-312026-05-13

PHYS SPROTT ASSET MANAGEMENT LP79.9K shares0.42%2026-03-312026-05-13

SPSB SPDR SERIES TRUST92.4K shares-29.24%2026-03-312026-05-13

VV VANGUARD INDEX FDS9.2K shares-4.65%2026-03-312026-05-13

Sponsored

CHYM CHIME FINL INC146.7K shares-6.38%2026-03-312026-05-13

GEV GE VERNOVA INC3.0K shares7.67%2026-03-312026-05-13

EBAY EBAY INC.28.8K shares524.47%2026-03-312026-05-13

QUAL ISHARES TR13.6K shares-1.77%2026-03-312026-05-13

STT STATE STR CORP20.5K shares-2.84%2026-03-312026-05-13

NTAP NETAPP INC25.3K shares8.69%2026-03-312026-05-13

MAS MASCO CORP41.7K shares2.98%2026-03-312026-05-13

PCAR PACCAR INC21.6K shares185.75%2026-03-312026-05-13

Sponsored

VUG VANGUARD INDEX FDS5.7K shares26.31%2026-03-312026-05-13

VT VANGUARD INTL EQUITY INDEX F18.0K shares-3.16%2026-03-312026-05-13

MMC MARSH & MCLENNAN COS INC14.3K shares1.64%2026-03-312026-05-13

ALK ALASKA AIR GROUP INC66.6K sharesnew addition2026-03-312026-05-13

VTV VANGUARD INDEX FDS12.0K shares-7.38%2026-03-312026-05-13

EOG EOG RES INC16.2K shares-17.28%2026-03-312026-05-13

CITIGROUP INC CITIGROUP INC20.4K shares-3.89%2026-03-312026-05-13

MPC MARATHON PETE CORP9.4K shares-2.97%2026-03-312026-05-13

Sponsored

IEMG ISHARES INC32.4K shares-1.48%2026-03-312026-05-13

MDY STATE STR SPDR S&P MIDCAP 403.6K shares5.63%2026-03-312026-05-13

AUR AURORA INNOVATION INC536.8K shares0.00%2026-03-312026-05-13

MEDTRONIC PLC MEDTRONIC PLC25.3K shares0.49%2026-03-312026-05-13

CRWD CROWDSTRIKE HLDGS INC5.6K shares7.07%2026-03-312026-05-13

OXFORD LANE CAP CORP OXFORD LANE CAP CORP221.4K shares56.59%2026-03-312026-05-13

IJH ISHARES TR32.0K shares-31.35%2026-03-312026-05-13

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2026-03-312026-05-13

Sponsored

IVW ISHARES TR18.7K shares-4.35%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC6.1K shares5.15%2026-03-312026-05-13

XLE SELECT SECTOR SPDR TR33.3K shares-0.44%2026-03-312026-05-13

FDX FEDEX CORP5.7K shares0.00%2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INC13.8K shares4.64%2026-03-312026-05-13

FITB FIFTH THIRD BANCORP43.1K sharesnew addition2026-03-312026-05-13

ESGD ISHARES TR20.9K shares-32.51%2026-03-312026-05-13

ABUS ARBUTUS BIOPHARMA CORP442.5K shares0.00%2026-03-312026-05-13

Sponsored

NSC NORFOLK SOUTHN CORP6.9K shares7.30%2026-03-312026-05-13

WDAY WORKDAY INC15.2K sharesnew addition2026-03-312026-05-13

IXN ISHARES TR19.4K shares-5.35%2026-03-312026-05-13

SCHX SCHWAB STRATEGIC TR75.0K shares7.60%2026-03-312026-05-13

FI FISERV INC34.4K shares-34.82%2026-03-312026-05-13

LAM RESEARCH CORP LAM RESEARCH CORP8.6K shares8.17%2026-03-312026-05-13

XLK SELECT SECTOR SPDR TR13.5K shares-8.96%2026-03-312026-05-13

VIG VANGUARD SPECIALIZED FUNDS8.1K shares3.69%2026-03-312026-05-13

Sponsored

IWD ISHARES TR8.1K shares10.89%2026-03-312026-05-13

EQNR EQUINOR ASA39.5K shares-0.29%2026-03-312026-05-13

CENCORA INC CENCORA INC5.2K shares4.54%2026-03-312026-05-13

DGRO ISHARES TR23.1K shares52.18%2026-03-312026-05-13

ARCC ARES CAPITAL CORP89.8K sharesnew addition2026-03-312026-05-13

HP INC HP INC83.8K shares6.71%2026-03-312026-05-13

SM SM ENERGY COMPANY50.7K sharesnew addition2026-03-312026-05-13

CTSH COGNIZANT TECHNOLOGY SOLUTIO25.5K shares253.19%2026-03-312026-05-13

Sponsored

ANGL VANECK ETF TRUST53.6K shares-38.00%2026-03-312026-05-13

TTWO TAKE-TWO INTERACTIVE SOFTWAR7.7K shares-20.24%2026-03-312026-05-13

LGN LEGENCE CORP26.8K shares0.00%2026-03-312026-05-13

IYW ISHARES TR8.3K shares0.02%2026-03-312026-05-13

VYM VANGUARD WHITEHALL FDS10.1K shares-1.45%2026-03-312026-05-13

CCL CARNIVAL CORP57.1K sharesnew addition2026-03-312026-05-13

BA BOEING CO7.4K shares-9.24%2026-03-312026-05-13

IEI ISHARES TR12.2K shares-41.31%2026-03-312026-05-13

Sponsored

PEP PEPSICO INC9.2K shares-4.24%2026-03-312026-05-13

VTEC VANGUARD CALIF TAX FREE FDS14.4K sharesnew addition2026-03-312026-05-13

FFIV F5 INC4.8K shares9.03%2026-03-312026-05-13

PFE PFIZER INC49.7K shares1.55%2026-03-312026-05-13

VTEB VANGUARD MUN BD FDS27.5K shares-11.55%2026-03-312026-05-13

IMNM IMMUNOME INC61.5K shares-0.06%2026-03-312026-05-13

COLD AMERICOLD REALTY TRUST INC116.2K shares181.96%2026-03-312026-05-13

DVY ISHARES TR8.5K shares-9.50%2026-03-312026-05-13

Sponsored

BLACKSTONE INC BLACKSTONE INC11.0K shares9.35%2026-03-312026-05-13

INTC INTEL CORP28.3K shares-5.98%2026-03-312026-05-13

GILD GILEAD SCIENCES INC8.7K shares0.20%2026-03-312026-05-13

OMC OMNICOM GROUP INC15.8K shares-16.95%2026-03-312026-05-13

HPE HEWLETT PACKARD ENTERPRISE C48.1K shares-6.92%2026-03-312026-05-13

NET CLOUDFLARE INC5.5K shares2.21%2026-03-312026-05-13

RKT ROCKET COS INC79.2K shares5.88%2026-03-312026-05-13

ABNB AIRBNB INC8.7K shares-10.70%2026-03-312026-05-13

Sponsored

ORLY OREILLY AUTOMOTIVE INC11.6K shares376.30%2026-03-312026-05-13

EPOL ISHARES TR28.7K shares0.00%2026-03-312026-05-13

KMX CARMAX INC25.0K shares-0.10%2026-03-312026-05-13

CPNG COUPANG INC54.8K shares-2.46%2026-03-312026-05-13

SCHO SCHWAB STRATEGIC TR41.5K shares-23.08%2026-03-312026-05-13

SHM SPDR SERIES TRUST21.0K shares-13.13%2026-03-312026-05-13

SUSA ISHARES TR7.5K shares-0.23%2026-03-312026-05-13

CPT CAMDEN PPTY TR10.0K shares-0.41%2026-03-312026-05-13

Sponsored

VOT VANGUARD INDEX FDS3.8K shares17.90%2026-03-312026-05-13

ASML ASML HLDG NV730 shares6.88%2026-03-312026-05-13

ENB ENBRIDGE INC17.8K shares0.12%2026-03-312026-05-13

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ESML ISHARES TR20.3K shares-37.07%2026-03-312026-05-13

FNDX SCHWAB STRATEGIC TR33.9K shares-7.84%2026-03-312026-05-13

IBDX ISHARES TR37.2K shares-29.09%2026-03-312026-05-13

IBDR ISHARES TR38.8K shares-29.13%2026-03-312026-05-13

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IBDV ISHARES TR42.8K shares-29.10%2026-03-312026-05-13

IBDW ISHARES TR44.8K shares-29.10%2026-03-312026-05-13

IBDT ISHARES TR37.0K shares-29.11%2026-03-312026-05-13

QCRH QCR HLDGS INC10.7K shares0.00%2026-03-312026-05-13

NVO NOVO-NORDISK A S24.7K shares-1.10%2026-03-312026-05-13

NOC NORTHROP GRUMMAN CORP1.3K shares73.85%2026-03-312026-05-13

EQIX EQUINIX INC884 shares-10.62%2026-03-312026-05-13

EFV ISHARES TR11.6K shares40.28%2026-03-312026-05-13

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GS GOLDMAN SACHS GROUP INC1.0K shares19.09%2026-03-312026-05-13

IBDS ISHARES TR35.4K shares-30.99%2026-03-312026-05-13

IBDU ISHARES TR36.8K shares-30.98%2026-03-312026-05-13

BITB BITWISE BITCOIN ETF TR23.2K shares16.43%2026-03-312026-05-13

PAYX PAYCHEX INC9.2K shares-0.70%2026-03-312026-05-13

BAR GRANITESHARES GOLD TR18.3K shares2.81%2026-03-312026-05-13

IWO ISHARES TR2.7K shares-8.86%2026-03-312026-05-13

VBR VANGUARD INDEX FDS3.9K shares-4.69%2026-03-312026-05-13

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MSI MOTOROLA SOLUTIONS INC1.9K shares0.36%2026-03-312026-05-13

NVS NOVARTIS AG5.4K shares6.65%2026-03-312026-05-13

GDX VANECK ETF TRUST9.0K shares-2.00%2026-03-312026-05-13

SLV ISHARES SILVER TR12.0K shares-4.24%2026-03-312026-05-13

SCHB SCHWAB STRATEGIC TR32.4K shares0.76%2026-03-312026-05-13

BKNG BOOKING HOLDINGS INC192 shares7.26%2026-03-312026-05-13

VBK VANGUARD INDEX FDS2.6K shares4.05%2026-03-312026-05-13

CMCSA COMCAST CORP NEW27.6K shares-4.84%2026-03-312026-05-13

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VHT VANGUARD WORLD FD2.9K shares-2.46%2026-03-312026-05-13

XLF SELECT SECTOR SPDR TR15.8K shares2.10%2026-03-312026-05-13

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APD AIR PRODUCTS AND CHEMICALS I2.6K sharesnew addition2026-03-312026-05-13

QQQM INVESCO EXCH TRADED FD TR II3.2K shares-84.86%2026-03-312026-05-13

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USB US BANCORP14.6K shares3.91%2026-03-312026-05-13

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SCHW SCHWAB CHARLES CORP8.0K shares-4.78%2026-03-312026-05-13

EIC EAGLE POINT INCOME COMPANY I79.4K shares28.18%2026-03-312026-05-13

SYY SYSCO CORP10.5K shares-28.58%2026-03-312026-05-13

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CARR CARRIER GLOBAL CORPORATION12.6K shares-0.42%2026-03-312026-05-13

VO VANGUARD INDEX FDS2.5K shares0.69%2026-03-312026-05-13

IWS ISHARES TR4.9K shares-14.55%2026-03-312026-05-13

HAL HALLIBURTON CO18.1K shares-1.22%2026-03-312026-05-13

BNTX BIONTECH SE7.9K shares0.00%2026-03-312026-05-13

IVE ISHARES TR3.3K shares0.00%2026-03-312026-05-13

VXUS VANGUARD STAR FDS9.0K shares23.03%2026-03-312026-05-13

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AVBC AVIDIA BANCORP INC34.8K shares0.01%2026-03-312026-05-13

IWR ISHARES TR7.0K shares0.03%2026-03-312026-05-13

MSM MSC INDL DIRECT INC7.3K shares0.00%2026-03-312026-05-13

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QLTA ISHARES TR13.7K shares-41.61%2026-03-312026-05-13

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LHX L3HARRIS TECHNOLOGIES INC1.9K shares12.92%2026-03-312026-05-13

BMY BRISTOL-MYERS SQUIBB CO10.6K shares7.24%2026-03-312026-05-13

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CDNS CADENCE DESIGN SYSTEM INC2.3K shares6.62%2026-03-312026-05-13

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UBER UBER TECHNOLOGIES INC8.7K shares-18.92%2026-03-312026-05-13

TMUS T-MOBILE US INC3.0K shares3.50%2026-03-312026-05-13

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IGM ISHARES TR4.9K shares0.00%2026-03-312026-05-13

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DHR DANAHER CORP DEL3.0K shares-2.97%2026-03-312026-05-13

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MS MORGAN STANLEY3.2K shares-10.61%2026-03-312026-05-13

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CB CHUBB LTD SWITZ1.6K shares7.57%2026-03-312026-05-13

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GLW CORNING INC3.8K shares-8.37%2026-03-312026-05-13

GPRK GEOPARK LTD53.8K shares-66.30%2026-03-312026-05-13

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SCHG SCHWAB STRATEGIC TR16.5K shares-5.38%2026-03-312026-05-13

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SOFI SOFI TECHNOLOGIES INC30.1K shares15.47%2026-03-312026-05-13

BAB INVESCO EXCH TRADED FD TR II17.5K shares-41.90%2026-03-312026-05-13

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MQY BLACKROCK MUNIYILD QULT FD I42.8K sharesnew addition2026-03-312026-05-13

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PNC PNC FINL SVCS GROUP INC2.1K shares5.82%2026-03-312026-05-13

WY WEYERHAEUSER CO18.1K shares18.05%2026-03-312026-05-13

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UAMY UNITED STATES ANTIMONY CORP50.0K shares0.00%2026-03-312026-05-13

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IBHF ISHARES TR17.2K shares-24.58%2026-03-312026-05-13

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Sponsored

EA ELECTRONIC ARTS INC1.1K shares-8.27%2026-03-312026-05-13

AB ALLIANCEBERNSTEIN HLDG L P6.1K shares0.00%2026-03-312026-05-13

ROK ROCKWELL AUTOMATION INC638 shares10.96%2026-03-312026-05-13

ZS ZSCALER INC1.6K shares-25.75%2026-03-312026-05-13

RY ROYAL BK CDA1.4K shares-19.85%2026-03-312026-05-13

JUST GOLDMAN SACHS ETF TR2.4K shares0.00%2026-03-312026-05-13

ELV ELEVANCE HEALTH INC FORMERLY761 shares0.93%2026-03-312026-05-13

XLV SELECT SECTOR SPDR TR1.5K shares0.33%2026-03-312026-05-13

Sponsored

HWM HOWMET AEROSPACE INC962 shares-6.96%2026-03-312026-05-13

TMFC RBB FD INC3.4K sharesnew addition2026-03-312026-05-13

RYAAY RYANAIR HOLDINGS PLC3.8K shares-2.79%2026-03-312026-05-13

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC2.9K shares-64.80%2026-03-312026-05-13

XBI SPDR SERIES TRUST1.7K shares0.00%2026-03-312026-05-13

FNDE SCHWAB STRATEGIC TR5.7K shares-31.48%2026-03-312026-05-13

PCOR PROCORE TECHNOLOGIES INC3.8K shares-38.20%2026-03-312026-05-13

INDA ISHARES TR4.5K shares0.00%2026-03-312026-05-13

Sponsored

DGRW WISDOMTREE TR2.4K shares0.00%2026-03-312026-05-13

DOW DOW HLDGS INC5.1K sharesnew addition2026-03-312026-05-13

GSK PLC GSK PLC3.8K sharesnew addition2026-03-312026-05-13

HCA HCA HEALTHCARE INC439 sharesnew addition2026-03-312026-05-13

IVV

ISHARES TR

2.89%

Shares689.4K

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD TAX-MANAGED FDS

5.84%

Shares2.9M

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

-0.09%

Shares449.7K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

-2.36%

Shares809.8K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

-1.62%

Shares509.1K

Event2026-03-31

Filed2026-05-13

AGG

ISHARES TR

12.59%

Shares948.4K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

1.29%

Shares142.6K

Event2026-03-31

Filed2026-05-13

BSV

VANGUARD BD INDEX FDS

17.60%

Shares1.2M

Event2026-03-31

Filed2026-05-13

VWO

VANGUARD INTL EQUITY INDEX F

20.13%

Shares1.6M

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

0.61%

Shares391.6K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

0.83%

Shares250.7K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

2.85%

Shares90.4K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

0.96%

Shares88.7K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

0.59%

Shares131.2K

Event2026-03-31

Filed2026-05-13

META

META PLATFORMS INC

1.92%

Shares69.9K

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHOLESALE CORPORATION

-0.83%

Shares39.7K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

-0.29%

Shares105.3K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

-3.56%

Shares176.5K

Event2026-03-31

Filed2026-05-13

KLAC

KLA CORP

-4.45%

Shares19.4K

Event2026-03-31

Filed2026-05-13

NKE

NIKE INC

0.28%

Shares524.8K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

12.81%

Shares90.9K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

-3.16%

Shares27.6K

Event2026-03-31

Filed2026-05-13

SUB

ISHARES TR

16.63%

Shares233.9K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR

6.71%

Shares41.3K

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD INDEX FDS

3.49%

Shares68.8K

Event2026-03-31

Filed2026-05-13

MUB

ISHARES TR

24.77%

Shares207.8K

Event2026-03-31

Filed2026-05-13

CAT

CATERPILLAR INC

-0.37%

Shares29.7K

Event2026-03-31

Filed2026-05-13

VISA INC

4.15%

Shares67.9K

Event2026-03-31

Filed2026-05-13

AMAT

APPLIED MATLS INC

1.56%

Shares58.0K

Event2026-03-31

Filed2026-05-13

TSLA

TESLA INC

1.90%

Shares50.8K

Event2026-03-31

Filed2026-05-13

ORCL

ORACLE CORP

1.13%

Shares125.3K

Event2026-03-31

Filed2026-05-13

IWF

ISHARES TR

-5.28%

Shares42.2K

Event2026-03-31

Filed2026-05-13

ABBV

ABBVIE INC

1.14%

Shares70.0K

Event2026-03-31

Filed2026-05-13

UNP

UNION PAC CORP

2.23%

Shares62.7K

Event2026-03-31

Filed2026-05-13

MASTERCARD INCORPORATED

3.91%

Shares30.4K

Event2026-03-31

Filed2026-05-13

CRM

SALESFORCE INC

-13.49%

Shares81.3K

Event2026-03-31

Filed2026-05-13

HOME DEPOT INC

1.95%

Shares45.3K

Event2026-03-31

Filed2026-05-13

TMO

THERMO FISHER SCIENTIFIC INC

-1.19%

Shares29.8K

Event2026-03-31

Filed2026-05-13

APP

APPLOVIN CORP

-7.63%

Shares36.0K

Event2026-03-31

Filed2026-05-13

WFC

WELLS FARGO & CO

4.43%

Shares174.5K

Event2026-03-31

Filed2026-05-13

ABT

ABBOTT LABORATORIES

0.54%

Shares134.9K

Event2026-03-31

Filed2026-05-13

BAC

BANK AMERICA CORP

0.38%

Shares279.3K

Event2026-03-31

Filed2026-05-13

RTX

RTX CORPORATION

6.00%

Shares69.3K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

3.49%

Shares54.6K

Event2026-03-31

Filed2026-05-13

CVX

CHEVRON CORPORATION

1.51%

Shares62.1K

Event2026-03-31

Filed2026-05-13

QCOM

QUALCOMM INC

-4.36%

Shares99.7K

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC

-2.20%

Shares102.6K

Event2026-03-31

Filed2026-05-13

MCK

MCKESSON CORP

0.82%

Shares14.1K

Event2026-03-31

Filed2026-05-13

NEE

NEXTERA ENERGY INC

1.09%

Shares129.8K

Event2026-03-31

Filed2026-05-13

CAH

CARDINAL HEALTH INC

-3.38%

Shares57.1K

Event2026-03-31

Filed2026-05-13

PROCTER & GAMBLE CO

1.86%

Shares82.6K

Event2026-03-31

Filed2026-05-13

EEM

ISHARES TR

-3.26%

Shares202.9K

Event2026-03-31

Filed2026-05-13

XLRE

SELECT SECTOR SPDR TR

18.11%

Shares276.1K

Event2026-03-31

Filed2026-05-13

ITOT

ISHARES TR

-2.00%

Shares78.4K

Event2026-03-31

Filed2026-05-13

SOUTHERN CO

13.41%

Shares114.4K

Event2026-03-31

Filed2026-05-13

EFA

ISHARES TR

-10.40%

Shares112.6K

Event2026-03-31

Filed2026-05-13

OKTA

OKTA INC

0.08%

Shares132.2K

Event2026-03-31

Filed2026-05-13

AMD

ADVANCED MICRO DEVICES INC

4.82%

Shares50.9K

Event2026-03-31

Filed2026-05-13

NFLX

NETFLIX INC.

4.96%

Shares106.8K

Event2026-03-31

Filed2026-05-13

MERCK & CO INC

-6.58%

Shares81.4K

Event2026-03-31

Filed2026-05-13

CSCO

CISCO SYS INC

-1.31%

Shares126.0K

Event2026-03-31

Filed2026-05-13

IEFA

ISHARES TR

-0.34%

Shares108.0K

Event2026-03-31

Filed2026-05-13

THE CIGNA GROUP

6.64%

Shares36.6K

Event2026-03-31

Filed2026-05-13

EATON CORP PLC

6.65%

Shares25.8K

Event2026-03-31

Filed2026-05-13

LMT

LOCKHEED MARTIN CORP

-0.53%

Shares15.1K

Event2026-03-31

Filed2026-05-13

PHILIP MORRIS INTL INC

4.87%

Shares55.1K

Event2026-03-31

Filed2026-05-13

GLD

SPDR GOLD TR

-7.41%

Shares19.8K

Event2026-03-31

Filed2026-05-13

HON

HONEYWELL INTL INC

-4.74%

Shares36.4K

Event2026-03-31

Filed2026-05-13

COCA COLA CO

2.40%

Shares105.1K

Event2026-03-31

Filed2026-05-13

MICRON TECHNOLOGY INC

-2.13%

Shares23.2K

Event2026-03-31

Filed2026-05-13

ACCENTURE PLC IRELAND

-13.78%

Shares38.5K

Event2026-03-31

Filed2026-05-13

MCD

MCDONALDS CORP

3.50%

Shares24.3K

Event2026-03-31

Filed2026-05-13

NEM

NEWMONT CORP

-16.98%

Shares69.3K

Event2026-03-31

Filed2026-05-13

VEU

VANGUARD INTL EQUITY INDEX F

-2.48%

Shares97.2K

Event2026-03-31

Filed2026-05-13

LINDE PLC

-1.23%

Shares14.5K

Event2026-03-31

Filed2026-05-13

UNH

UNITEDHEALTH GROUP INC

1.55%

Shares26.4K

Event2026-03-31

Filed2026-05-13

DEERE & CO

0.65%

Shares12.6K

Event2026-03-31

Filed2026-05-13

AXP

AMERICAN EXPRESS CO

-0.11%

Shares23.5K

Event2026-03-31

Filed2026-05-13

TRV

TRAVELERS COMPANIES INC

2.02%

Shares24.1K

Event2026-03-31

Filed2026-05-13

ISRG

INTUITIVE SURGICAL INC

3.64%

Shares15.1K

Event2026-03-31

Filed2026-05-13

IGV

ISHARES TR

New

Shares86.7K

Event2026-03-31

Filed2026-05-13

GWW

WW GRAINGER INC

0.99%

Shares6.0K

Event2026-03-31

Filed2026-05-13

FIG

FIGMA INC

5.89%

Shares291.8K

Event2026-03-31

Filed2026-05-13

VNQ

VANGUARD INDEX FDS

-1.01%

Shares67.0K

Event2026-03-31

Filed2026-05-13

PANW

PALO ALTO NETWORKS INC

-0.84%

Shares36.5K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

10.16%

Shares21.1K

Event2026-03-31

Filed2026-05-13

SBUX

STARBUCKS CORP

4.90%

Shares61.5K

Event2026-03-31

Filed2026-05-13

FCX

FREEPORT MCMORAN INC

1.63%

Shares92.6K

Event2026-03-31

Filed2026-05-13

IWP

ISHARES TR

-8.48%

Shares42.4K

Event2026-03-31

Filed2026-05-13

SNA

SNAP ON INC

1.14%

Shares14.9K

Event2026-03-31

Filed2026-05-13

ALTRIA GROUP INC

10.36%

Shares79.6K

Event2026-03-31

Filed2026-05-13

TXN

TEXAS INSTRS INC

-5.36%

Shares26.9K

Event2026-03-31

Filed2026-05-13

SPGI

S&P GLOBAL INC

0.96%

Shares11.9K

Event2026-03-31

Filed2026-05-13

DMLP

DORCHESTER MINERALS L P

117.44%

Shares187.0K

Event2026-03-31

Filed2026-05-13

VERIZON COMMUNICATIONS INC

-3.25%

Shares100.2K

Event2026-03-31

Filed2026-05-13

SPIB

SPDR SERIES TRUST

-27.73%

Shares149.8K

Event2026-03-31

Filed2026-05-13

VGT

VANGUARD WORLD FD

-1.38%

Shares7.2K

Event2026-03-31

Filed2026-05-13

AT&T INC

0.23%

Shares171.2K

Event2026-03-31

Filed2026-05-13

TE CONNECTIVITY PLC

2.37%

Shares23.7K

Event2026-03-31

Filed2026-05-13

SCHZ

SCHWAB STRATEGIC TR

-3.02%

Shares212.8K

Event2026-03-31

Filed2026-05-13

CMF

ISHARES TR

11.70%

Shares86.9K

Event2026-03-31

Filed2026-05-13

JCI

JOHNSON CONTROLS INTERNATION

0.71%

Shares37.4K

Event2026-03-31

Filed2026-05-13

MMM

3M CO

1.09%

Shares33.2K

Event2026-03-31

Filed2026-05-13

ZTS

ZOETIS INC

23.59%

Shares40.0K

Event2026-03-31

Filed2026-05-13

ULTA

ULTA BEAUTY INC

0.39%

Shares9.0K

Event2026-03-31

Filed2026-05-13

ADBE

ADOBE INC

-20.71%

Shares19.1K

Event2026-03-31

Filed2026-05-13

COP

CONOCOPHILLIPS

-3.40%

Shares35.1K

Event2026-03-31

Filed2026-05-13

DHI

D R HORTON INC

3.05%

Shares33.1K

Event2026-03-31

Filed2026-05-13

ACWI

ISHARES TR

-15.03%

Shares32.7K

Event2026-03-31

Filed2026-05-13

COIN

COINBASE GLOBAL INC

-2.87%

Shares25.3K

Event2026-03-31

Filed2026-05-13

KRP

KIMBELL RTY PARTNERS LP

64.39%

Shares298.7K

Event2026-03-31

Filed2026-05-13

ESGV

VANGUARD WORLD FD

-2.33%

Shares38.5K

Event2026-03-31

Filed2026-05-13

AFL

AFLAC INC

0.56%

Shares39.1K

Event2026-03-31

Filed2026-05-13

ALL

ALLSTATE CORP

1.54%

Shares20.7K

Event2026-03-31

Filed2026-05-13

ADP

AUTOMATIC DATA PROCESSING IN

9.16%

Shares20.5K

Event2026-03-31

Filed2026-05-13

PYPL

PAYPAL HLDGS INC

94.36%

Shares90.8K

Event2026-03-31

Filed2026-05-13

IWM

ISHARES TR

-3.34%

Shares16.6K

Event2026-03-31

Filed2026-05-13

IWB

ISHARES TR

0.00%

Shares11.4K

Event2026-03-31

Filed2026-05-13

CEE

CENTRAL & EASTERN EUROPE FD

25.07%

Shares222.5K

Event2026-03-31

Filed2026-05-13

IBM

INTERNATIONAL BUSINESS MACHS

6.85%

Shares16.7K

Event2026-03-31

Filed2026-05-13

MNST

MONSTER BEVERAGE CORP NEW

-2.62%

Shares55.8K

Event2026-03-31

Filed2026-05-13

AMGN

AMGEN INC

0.72%

Shares11.3K

Event2026-03-31

Filed2026-05-13

LOW

LOWES COS INC

1.05%

Shares16.7K

Event2026-03-31

Filed2026-05-13

SDY

SPDR SERIES TRUST

0.59%

Shares25.1K

Event2026-03-31

Filed2026-05-13

HAS

HASBRO INC

-4.27%

Shares38.9K

Event2026-03-31

Filed2026-05-13

DIS

DISNEY WALT CO

0.42%

Shares37.2K

Event2026-03-31

Filed2026-05-13

NXPI

NXP SEMICONDUCTORS N V

1.62%

Shares18.0K

Event2026-03-31

Filed2026-05-13

AZO

AUTOZONE INC

-1.60%

Shares1.0K

Event2026-03-31

Filed2026-05-13

SPYG

SPDR SERIES TRUST

-30.66%

Shares35.9K

Event2026-03-31

Filed2026-05-13

ISHARES GOLD TR

-16.48%

Shares39.6K

Event2026-03-31

Filed2026-05-13

ECC

EAGLE POINT CREDIT COMPANY I

73.42%

Shares916.3K

Event2026-03-31

Filed2026-05-13

CRGY

CRESCENT ENERGY COMPANY

32.55%

Shares251.9K

Event2026-03-31

Filed2026-05-13

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares87.0K

Event2026-03-31

Filed2026-05-13

ALPS ETF TR

1.46%

Shares63.7K

Event2026-03-31

Filed2026-05-13

SEAGATE TECHNOLOGY HLDNGS PL

-4.51%

Shares8.4K

Event2026-03-31

Filed2026-05-13

SHW

SHERWIN WILLIAMS CO

-1.13%

Shares10.2K

Event2026-03-31

Filed2026-05-13

GE AEROSPACE

-6.98%

Shares11.5K

Event2026-03-31

Filed2026-05-13

PFG

PRINCIPAL FINANCIAL GROUP IN

-4.00%

Shares34.8K

Event2026-03-31

Filed2026-05-13

SCHF

SCHWAB STRATEGIC TR

-3.85%

Shares125.6K

Event2026-03-31

Filed2026-05-13

IBIT

ISHARES BITCOIN TRUST ETF

9.22%

Shares79.4K

Event2026-03-31

Filed2026-05-13

TGT

TARGET CORP

-1.41%

Shares25.2K

Event2026-03-31

Filed2026-05-13

SLB

SLB LIMITED

-5.40%

Shares58.6K

Event2026-03-31

Filed2026-05-13

SPYV

SPDR SERIES TRUST

-31.32%

Shares52.9K

Event2026-03-31

Filed2026-05-13

CWI

SPDR INDEX SHS FDS

0.00%

Shares81.0K

Event2026-03-31

Filed2026-05-13

XLU

SELECT SECTOR SPDR TR

-2.74%

Shares63.9K

Event2026-03-31

Filed2026-05-13

SCHD

SCHWAB STRATEGIC TR

120.73%

Shares94.5K

Event2026-03-31

Filed2026-05-13

LEN

LENNAR CORP

7.93%

Shares33.4K

Event2026-03-31

Filed2026-05-13

EXPE

EXPEDIA GROUP INC

-12.17%

Shares12.4K

Event2026-03-31

Filed2026-05-13

TSCO

TRACTOR SUPPLY CO

-8.52%

Shares62.9K

Event2026-03-31

Filed2026-05-13

PHYS

SPROTT ASSET MANAGEMENT LP

0.42%

Shares79.9K

Event2026-03-31

Filed2026-05-13

SPSB

SPDR SERIES TRUST

-29.24%

Shares92.4K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

-4.65%

Shares9.2K

Event2026-03-31

Filed2026-05-13

CHYM

CHIME FINL INC

-6.38%

Shares146.7K

Event2026-03-31

Filed2026-05-13

GEV

GE VERNOVA INC

7.67%

Shares3.0K

Event2026-03-31

Filed2026-05-13

EBAY

EBAY INC.

524.47%

Shares28.8K

Event2026-03-31

Filed2026-05-13

QUAL

ISHARES TR

-1.77%

Shares13.6K

Event2026-03-31

Filed2026-05-13

STT

STATE STR CORP

-2.84%

Shares20.5K

Event2026-03-31

Filed2026-05-13

NTAP

NETAPP INC

8.69%

Shares25.3K

Event2026-03-31

Filed2026-05-13

MAS

MASCO CORP

2.98%

Shares41.7K

Event2026-03-31

Filed2026-05-13

PCAR

PACCAR INC

185.75%

Shares21.6K

Event2026-03-31

Filed2026-05-13

VUG

VANGUARD INDEX FDS

26.31%

Shares5.7K

Event2026-03-31

Filed2026-05-13

VANGUARD INTL EQUITY INDEX F

-3.16%

Shares18.0K

Event2026-03-31

Filed2026-05-13

MMC

MARSH & MCLENNAN COS INC

1.64%

Shares14.3K

Event2026-03-31

Filed2026-05-13

ALK

ALASKA AIR GROUP INC

New

Shares66.6K

Event2026-03-31

Filed2026-05-13

VTV

VANGUARD INDEX FDS

-7.38%

Shares12.0K

Event2026-03-31

Filed2026-05-13

EOG

EOG RES INC

-17.28%

Shares16.2K

Event2026-03-31

Filed2026-05-13

CITIGROUP INC

-3.89%

Shares20.4K

Event2026-03-31

Filed2026-05-13

MPC

MARATHON PETE CORP

-2.97%

Shares9.4K

Event2026-03-31

Filed2026-05-13

IEMG

ISHARES INC

-1.48%

Shares32.4K

Event2026-03-31

Filed2026-05-13

MDY

STATE STR SPDR S&P MIDCAP 40

5.63%

Shares3.6K

Event2026-03-31

Filed2026-05-13

AUR

AURORA INNOVATION INC

0.00%

Shares536.8K

Event2026-03-31

Filed2026-05-13

MEDTRONIC PLC

0.49%

Shares25.3K

Event2026-03-31

Filed2026-05-13

CRWD

CROWDSTRIKE HLDGS INC

7.07%

Shares5.6K

Event2026-03-31

Filed2026-05-13

OXFORD LANE CAP CORP

56.59%

Shares221.4K

Event2026-03-31

Filed2026-05-13

IJH

ISHARES TR

-31.35%

Shares32.0K

Event2026-03-31

Filed2026-05-13

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3

Event2026-03-31

Filed2026-05-13

IVW

ISHARES TR

-4.35%

Shares18.7K

Event2026-03-31

Filed2026-05-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

5.15%

Shares6.1K

Event2026-03-31

Filed2026-05-13

XLE

SELECT SECTOR SPDR TR

-0.44%

Shares33.3K

Event2026-03-31

Filed2026-05-13

FDX

FEDEX CORP

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-13

PLTR

PALANTIR TECHNOLOGIES INC

4.64%

Shares13.8K

Event2026-03-31

Filed2026-05-13

FITB

FIFTH THIRD BANCORP

New

Shares43.1K

Event2026-03-31

Filed2026-05-13

ESGD

ISHARES TR

-32.51%

Shares20.9K

Event2026-03-31

Filed2026-05-13

ABUS

ARBUTUS BIOPHARMA CORP

0.00%

Shares442.5K

Event2026-03-31

Filed2026-05-13

NSC

NORFOLK SOUTHN CORP

7.30%

Shares6.9K

Event2026-03-31

Filed2026-05-13

WDAY

WORKDAY INC

New

Shares15.2K

Event2026-03-31

Filed2026-05-13

IXN

ISHARES TR

-5.35%

Shares19.4K

Event2026-03-31

Filed2026-05-13

SCHX

SCHWAB STRATEGIC TR

7.60%

Shares75.0K

Event2026-03-31

Filed2026-05-13

FISERV INC

-34.82%

Shares34.4K

Event2026-03-31

Filed2026-05-13

LAM RESEARCH CORP

8.17%

Shares8.6K

Event2026-03-31

Filed2026-05-13

XLK

SELECT SECTOR SPDR TR

-8.96%

Shares13.5K

Event2026-03-31

Filed2026-05-13

VIG

VANGUARD SPECIALIZED FUNDS

3.69%

Shares8.1K

Event2026-03-31

Filed2026-05-13

IWD

ISHARES TR

10.89%

Shares8.1K

Event2026-03-31

Filed2026-05-13

EQNR

EQUINOR ASA

-0.29%

Shares39.5K

Event2026-03-31

Filed2026-05-13

CENCORA INC

4.54%

Shares5.2K

Event2026-03-31

Filed2026-05-13

DGRO

ISHARES TR

52.18%

Shares23.1K

Event2026-03-31

Filed2026-05-13

ARCC

ARES CAPITAL CORP

New

Shares89.8K

Event2026-03-31

Filed2026-05-13

HP INC

6.71%

Shares83.8K

Event2026-03-31

Filed2026-05-13

SM ENERGY COMPANY

New

Shares50.7K

Event2026-03-31

Filed2026-05-13

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

253.19%

Shares25.5K

Event2026-03-31

Filed2026-05-13

ANGL

VANECK ETF TRUST

-38.00%

Shares53.6K

Event2026-03-31

Filed2026-05-13

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

-20.24%

Shares7.7K

Event2026-03-31

Filed2026-05-13

LGN

LEGENCE CORP

0.00%

Shares26.8K

Event2026-03-31

Filed2026-05-13

IYW

ISHARES TR

0.02%

Shares8.3K

Event2026-03-31

Filed2026-05-13

VYM

VANGUARD WHITEHALL FDS

-1.45%

Shares10.1K

Event2026-03-31

Filed2026-05-13

CCL

CARNIVAL CORP

New

Shares57.1K

Event2026-03-31

Filed2026-05-13

BOEING CO

-9.24%

Shares7.4K

Event2026-03-31

Filed2026-05-13

IEI

ISHARES TR

-41.31%

Shares12.2K

Event2026-03-31

Filed2026-05-13

PEP

PEPSICO INC

-4.24%

Shares9.2K

Event2026-03-31

Filed2026-05-13

VTEC

VANGUARD CALIF TAX FREE FDS

New

Shares14.4K

Event2026-03-31

Filed2026-05-13

FFIV

F5 INC

9.03%

Shares4.8K

Event2026-03-31

Filed2026-05-13

PFE

PFIZER INC

1.55%

Shares49.7K

Event2026-03-31

Filed2026-05-13

VTEB

VANGUARD MUN BD FDS

-11.55%

Shares27.5K

Event2026-03-31

Filed2026-05-13

IMNM

IMMUNOME INC

-0.06%

Shares61.5K

Event2026-03-31

Filed2026-05-13

COLD

AMERICOLD REALTY TRUST INC

181.96%

Shares116.2K

Event2026-03-31

Filed2026-05-13

DVY

ISHARES TR

-9.50%

Shares8.5K

Event2026-03-31

Filed2026-05-13

BLACKSTONE INC

9.35%

Shares11.0K

Event2026-03-31

Filed2026-05-13

INTC

INTEL CORP

-5.98%

Shares28.3K

Event2026-03-31

Filed2026-05-13

GILD

GILEAD SCIENCES INC

0.20%

Shares8.7K

Event2026-03-31

Filed2026-05-13

OMC

OMNICOM GROUP INC

-16.95%

Shares15.8K

Event2026-03-31

Filed2026-05-13

HPE

HEWLETT PACKARD ENTERPRISE C

-6.92%

Shares48.1K

Event2026-03-31

Filed2026-05-13

NET

CLOUDFLARE INC

2.21%

Shares5.5K

Event2026-03-31

Filed2026-05-13

RKT

ROCKET COS INC

5.88%

Shares79.2K

Event2026-03-31

Filed2026-05-13

ABNB

AIRBNB INC

-10.70%

Shares8.7K

Event2026-03-31

Filed2026-05-13

ORLY

OREILLY AUTOMOTIVE INC

376.30%

Shares11.6K

Event2026-03-31

Filed2026-05-13

EPOL

ISHARES TR

0.00%

Shares28.7K

Event2026-03-31

Filed2026-05-13

KMX

CARMAX INC

-0.10%

Shares25.0K

Event2026-03-31

Filed2026-05-13

CPNG

COUPANG INC

-2.46%

Shares54.8K

Event2026-03-31

Filed2026-05-13

SCHO

SCHWAB STRATEGIC TR

-23.08%

Shares41.5K

Event2026-03-31

Filed2026-05-13

SHM

SPDR SERIES TRUST

-13.13%

Shares21.0K

Event2026-03-31

Filed2026-05-13

SUSA

ISHARES TR

-0.23%

Shares7.5K

Event2026-03-31

Filed2026-05-13

CPT

CAMDEN PPTY TR

-0.41%

Shares10.0K

Event2026-03-31

Filed2026-05-13

VOT

VANGUARD INDEX FDS

17.90%

Shares3.8K

Event2026-03-31

Filed2026-05-13

ASML

ASML HLDG NV

6.88%

Shares730

Event2026-03-31

Filed2026-05-13

ENB

ENBRIDGE INC

0.12%

Shares17.8K

Event2026-03-31

Filed2026-05-13

EMB

ISHARES TR

-27.94%

Shares10.2K

Event2026-03-31

Filed2026-05-13

ESML

ISHARES TR

-37.07%

Shares20.3K

Event2026-03-31

Filed2026-05-13

FNDX

SCHWAB STRATEGIC TR

-7.84%

Shares33.9K

Event2026-03-31

Filed2026-05-13

IBDX

ISHARES TR

-29.09%

Shares37.2K

Event2026-03-31

Filed2026-05-13

IBDR

ISHARES TR

-29.13%

Shares38.8K

Event2026-03-31

Filed2026-05-13

IBDV

ISHARES TR

-29.10%

Shares42.8K

Event2026-03-31

Filed2026-05-13

IBDW

ISHARES TR

-29.10%

Shares44.8K

Event2026-03-31

Filed2026-05-13

IBDT

ISHARES TR

-29.11%

Shares37.0K

Event2026-03-31

Filed2026-05-13

QCRH

QCR HLDGS INC

0.00%

Shares10.7K

Event2026-03-31

Filed2026-05-13

NVO

NOVO-NORDISK A S

-1.10%

Shares24.7K

Event2026-03-31

Filed2026-05-13

NOC

NORTHROP GRUMMAN CORP

73.85%

Shares1.3K

Event2026-03-31

Filed2026-05-13

EQIX

EQUINIX INC

-10.62%

Shares884

Event2026-03-31

Filed2026-05-13

EFV

ISHARES TR

40.28%

Shares11.6K

Event2026-03-31

Filed2026-05-13

GOLDMAN SACHS GROUP INC

19.09%

Shares1.0K

Event2026-03-31

Filed2026-05-13

IBDS

ISHARES TR

-30.99%

Shares35.4K

Event2026-03-31

Filed2026-05-13

IBDU

ISHARES TR

-30.98%

Shares36.8K

Event2026-03-31

Filed2026-05-13

BITB

BITWISE BITCOIN ETF TR

16.43%

Shares23.2K

Event2026-03-31

Filed2026-05-13

PAYX

PAYCHEX INC

-0.70%

Shares9.2K

Event2026-03-31

Filed2026-05-13

BAR

GRANITESHARES GOLD TR

2.81%

Shares18.3K

Event2026-03-31

Filed2026-05-13

IWO

ISHARES TR

-8.86%

Shares2.7K

Event2026-03-31

Filed2026-05-13

VBR

VANGUARD INDEX FDS

-4.69%

Shares3.9K

Event2026-03-31

Filed2026-05-13

MSI

MOTOROLA SOLUTIONS INC

0.36%

Shares1.9K

Event2026-03-31

Filed2026-05-13

NVS

NOVARTIS AG

6.65%

Shares5.4K

Event2026-03-31

Filed2026-05-13

GDX

VANECK ETF TRUST

-2.00%

Shares9.0K

Event2026-03-31

Filed2026-05-13

SLV

ISHARES SILVER TR

-4.24%

Shares12.0K

Event2026-03-31

Filed2026-05-13

SCHB

SCHWAB STRATEGIC TR

0.76%

Shares32.4K

Event2026-03-31

Filed2026-05-13

BKNG

BOOKING HOLDINGS INC

7.26%

Shares192

Event2026-03-31

Filed2026-05-13

VBK

VANGUARD INDEX FDS

4.05%

Shares2.6K

Event2026-03-31

Filed2026-05-13

CMCSA

COMCAST CORP NEW

-4.84%

Shares27.6K

Event2026-03-31

Filed2026-05-13

VHT

VANGUARD WORLD FD

-2.46%

Shares2.9K

Event2026-03-31

Filed2026-05-13

XLF

SELECT SECTOR SPDR TR

2.10%

Shares15.8K

Event2026-03-31

Filed2026-05-13

ARISTA NETWORKS INC

New

Shares6.3K

Event2026-03-31

Filed2026-05-13

DUKE ENERGY CORP NEW

1.71%

Shares5.9K

Event2026-03-31

Filed2026-05-13

MELI

MERCADOLIBRE INC

1.37%

Shares445

Event2026-03-31

Filed2026-05-13

ADI

ANALOG DEVICES INC

3.69%

Shares2.4K

Event2026-03-31

Filed2026-05-13

APD

AIR PRODUCTS AND CHEMICALS I

New

Shares2.6K

Event2026-03-31

Filed2026-05-13

QQQM

INVESCO EXCH TRADED FD TR II

-84.86%

Shares3.2K

Event2026-03-31

Filed2026-05-13

USB

US BANCORP

3.91%

Shares14.6K

Event2026-03-31

Filed2026-05-13

ALSN

ALLISON TRANSMISSION HLDGS I

-3.07%

Shares6.5K

Event2026-03-31

Filed2026-05-13

ILF

ISHARES TR

New

Shares21.3K

Event2026-03-31

Filed2026-05-13

SCHW

SCHWAB CHARLES CORP

-4.78%

Shares8.0K

Event2026-03-31

Filed2026-05-13

EIC

EAGLE POINT INCOME COMPANY I

28.18%

Shares79.4K

Event2026-03-31

Filed2026-05-13

SYY

SYSCO CORP

-28.58%

Shares10.5K

Event2026-03-31

Filed2026-05-13

ANGLOGOLD ASHANTI PLC

-0.88%

Shares7.7K

Event2026-03-31

Filed2026-05-13

VLO

VALERO ENERGY CORP

30.53%

Shares2.9K

Event2026-03-31

Filed2026-05-13

ETHA

ISHARES ETHEREUM TR

-11.55%

Shares44.8K

Event2026-03-31

Filed2026-05-13

CARR

CARRIER GLOBAL CORPORATION

-0.42%

Shares12.6K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

0.69%

Shares2.5K

Event2026-03-31

Filed2026-05-13

IWS

ISHARES TR

-14.55%

Shares4.9K

Event2026-03-31

Filed2026-05-13

HAL

HALLIBURTON CO

-1.22%

Shares18.1K

Event2026-03-31

Filed2026-05-13

BNTX

BIONTECH SE

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-13

IVE

ISHARES TR

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-13

VXUS

VANGUARD STAR FDS

23.03%

Shares9.0K

Event2026-03-31

Filed2026-05-13

LYFT

LYFT INC

New

Shares52.0K

Event2026-03-31

Filed2026-05-13

PSX

PHILLIPS 66

-5.02%

Shares3.8K

Event2026-03-31

Filed2026-05-13

AVBC

AVIDIA BANCORP INC

0.01%

Shares34.8K

Event2026-03-31

Filed2026-05-13

IWR

ISHARES TR

0.03%

Shares7.0K

Event2026-03-31

Filed2026-05-13

MSM

MSC INDL DIRECT INC

0.00%

Shares7.3K

Event2026-03-31

Filed2026-05-13

SNOW

SNOWFLAKE INC

-0.43%

Shares4.4K

Event2026-03-31

Filed2026-05-13

SPSM

SPDR SERIES TRUST

-61.66%

Shares13.7K

Event2026-03-31

Filed2026-05-13

QLTA

ISHARES TR

-41.61%

Shares13.7K

Event2026-03-31

Filed2026-05-13

AEIS

ADVANCED ENERGY INDS

-11.40%

Shares2.0K

Event2026-03-31

Filed2026-05-13

LHX

L3HARRIS TECHNOLOGIES INC

12.92%

Shares1.9K

Event2026-03-31

Filed2026-05-13

BMY

BRISTOL-MYERS SQUIBB CO

7.24%

Shares10.6K

Event2026-03-31

Filed2026-05-13

ANTERO RESOURCES CORP

-49.84%

Shares15.1K

Event2026-03-31

Filed2026-05-13

CDNS

CADENCE DESIGN SYSTEM INC

6.62%

Shares2.3K

Event2026-03-31

Filed2026-05-13

COLGATE PALMOLIVE CO

-3.08%

Shares7.4K

Event2026-03-31

Filed2026-05-13

UBER

UBER TECHNOLOGIES INC

-18.92%

Shares8.7K

Event2026-03-31

Filed2026-05-13

TMUS

T-MOBILE US INC

3.50%

Shares3.0K

Event2026-03-31

Filed2026-05-13

KROGER CO

-2.40%

Shares8.6K

Event2026-03-31

Filed2026-05-13

NOW

SERVICENOW INC

1.02%

Shares5.8K

Event2026-03-31

Filed2026-05-13

BMRC

BANK OF MARIN BANCORP

0.00%

Shares23.3K

Event2026-03-31

Filed2026-05-13

CTVA

CORTEVA INC

0.73%

Shares7.1K

Event2026-03-31

Filed2026-05-13

SHOP

SHOPIFY INC

43.47%

Shares5.0K

Event2026-03-31

Filed2026-05-13

MBI

MBIA INC

0.00%

Shares99.8K

Event2026-03-31

Filed2026-05-13

ADSK

AUTODESK INC

-0.89%

Shares2.4K

Event2026-03-31

Filed2026-05-13

IGM

ISHARES TR

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-13

RBLX

ROBLOX CORP

0.02%

Shares10.3K

Event2026-03-31

Filed2026-05-13

BABA

ALIBABA GROUP HLDG LTD

-1.18%

Shares4.6K

Event2026-03-31

Filed2026-05-13

DHR

DANAHER CORP DEL

-2.97%

Shares3.0K

Event2026-03-31

Filed2026-05-13

TCBK

TRICO BANCSHARES

-0.03%

Shares12.1K

Event2026-03-31

Filed2026-05-13

DOCS

DOXIMITY INC

-45.14%

Shares24.5K

Event2026-03-31

Filed2026-05-13

CROX

CROCS INC

0.00%

Shares6.9K

Event2026-03-31

Filed2026-05-13

SITE CTRS CORP

New

Shares100.0K

Event2026-03-31

Filed2026-05-13

ICE

INTERCONTINENTAL EXCHANGE IN

6.97%

Shares3.3K

Event2026-03-31

Filed2026-05-13

USMV

ISHARES TR

-2.81%

Shares5.6K

Event2026-03-31

Filed2026-05-13

MORGAN STANLEY

-10.61%

Shares3.2K

Event2026-03-31

Filed2026-05-13

VGK

VANGUARD INTL EQUITY INDEX F

0.32%

Shares6.3K

Event2026-03-31

Filed2026-05-13

CHUBB LTD SWITZ

7.57%

Shares1.6K

Event2026-03-31

Filed2026-05-13

BANK NEW YORK MELLON CORP

-2.17%

Shares4.4K

Event2026-03-31

Filed2026-05-13

ACWX

ISHARES TR

-0.01%

Shares7.5K

Event2026-03-31

Filed2026-05-13

GLW

CORNING INC

-8.37%

Shares3.8K

Event2026-03-31

Filed2026-05-13

GPRK

GEOPARK LTD

-66.30%

Shares53.8K

Event2026-03-31

Filed2026-05-13

EPD

ENTERPRISE PRODS PARTNERS L

10.97%

Shares13.3K

Event2026-03-31

Filed2026-05-13

IJR

ISHARES TR

42.95%

Shares4.0K

Event2026-03-31

Filed2026-05-13

LQD

ISHARES TR

New

Shares4.6K

Event2026-03-31

Filed2026-05-13

INVESCO EXCHANGE TRADED FD T

-1.78%

Shares2.6K

Event2026-03-31

Filed2026-05-13

SHEL

SHELL PLC

12.92%

Shares5.3K

Event2026-03-31

Filed2026-05-13

CSX

CSX CORP

New

Shares12.0K

Event2026-03-31

Filed2026-05-13

PSTG

EVERPURE INC

10.86%

Shares8.2K

Event2026-03-31

Filed2026-05-13

SCHG

SCHWAB STRATEGIC TR

-5.38%

Shares16.5K

Event2026-03-31

Filed2026-05-13

TJX

TJX COS INC NEW

-2.28%

Shares3.0K

Event2026-03-31

Filed2026-05-13

BEN

FRANKLIN RESOURCES INC

-7.37%

Shares20.3K

Event2026-03-31

Filed2026-05-13

SOFI

SOFI TECHNOLOGIES INC

15.47%

Shares30.1K

Event2026-03-31

Filed2026-05-13

BAB

INVESCO EXCH TRADED FD TR II

-41.90%

Shares17.5K

Event2026-03-31

Filed2026-05-13

CMI

CUMMINS INC

-0.23%

Shares875

Event2026-03-31

Filed2026-05-13

MQY

BLACKROCK MUNIYILD QULT FD I

New

Shares42.8K

Event2026-03-31

Filed2026-05-13

VDE

VANGUARD WORLD FD

40.17%

Shares2.7K

Event2026-03-31

Filed2026-05-13

AGILENT TECHNOLOGIES INC

-2.96%

Shares4.1K

Event2026-03-31

Filed2026-05-13

KMB

KIMBERLY-CLARK CORP

17.09%

Shares4.8K

Event2026-03-31

Filed2026-05-13

SPHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares6.1K

Event2026-03-31

Filed2026-05-13

FLOT

ISHARES TR

-42.69%

Shares8.9K

Event2026-03-31

Filed2026-05-13

SPTS

SPDR SERIES TRUST

-43.38%

Shares15.6K

Event2026-03-31

Filed2026-05-13

SNPS

SYNOPSYS INC

-12.39%

Shares1.1K

Event2026-03-31

Filed2026-05-13

VOE

VANGUARD INDEX FDS

-2.47%

Shares2.4K

Event2026-03-31

Filed2026-05-13

PNC

PNC FINL SVCS GROUP INC

5.82%

Shares2.1K

Event2026-03-31

Filed2026-05-13

WEYERHAEUSER CO

18.05%

Shares18.1K

Event2026-03-31

Filed2026-05-13

ENERGY TRANSFER L P

4.75%

Shares22.8K

Event2026-03-31

Filed2026-05-13

UAMY

UNITED STATES ANTIMONY CORP

0.00%

Shares50.0K

Event2026-03-31

Filed2026-05-13

PMTS

CPI CARD GROUP INC

-3.23%

Shares30.0K

Event2026-03-31

Filed2026-05-13

VCIT

VANGUARD SCOTTSDALE FDS

-16.30%

Shares5.2K

Event2026-03-31

Filed2026-05-13

KOF

COCA-COLA FEMSA SAB DE CV

-3.54%

Shares4.4K

Event2026-03-31

Filed2026-05-13

WASTE MGMT INC DEL

48.85%

Shares1.9K

Event2026-03-31

Filed2026-05-13

ESGU

ISHARES TR

10.93%

Shares3.0K

Event2026-03-31

Filed2026-05-13

TTD

THE TRADE DESK INC

New

Shares18.6K

Event2026-03-31

Filed2026-05-13

INVESCO EXCHANGE TRADED FD T

40.45%

Shares8.9K

Event2026-03-31

Filed2026-05-13

RIO

RIO TINTO PLC

-34.28%

Shares4.5K

Event2026-03-31

Filed2026-05-13

IWN

ISHARES TR

-3.19%

Shares2.2K

Event2026-03-31

Filed2026-05-13

RIVN

RIVIAN AUTOMOTIVE INC

-0.03%

Shares26.9K

Event2026-03-31

Filed2026-05-13

VRTX

VERTEX PHARMACEUTICALS INC

6.01%

Shares900

Event2026-03-31

Filed2026-05-13

DVN

DEVON ENERGY CORP NEW

-4.91%

Shares7.9K

Event2026-03-31

Filed2026-05-13

OTIS

OTIS WORLDWIDE CORP

-1.75%

Shares5.2K

Event2026-03-31

Filed2026-05-13

IBHF

ISHARES TR

-24.58%

Shares17.2K

Event2026-03-31

Filed2026-05-13

OXY

OCCIDENTAL PETE CORP

0.40%

Shares6.1K

Event2026-03-31

Filed2026-05-13

BUNGE GLOBAL SA

-2.24%

Shares3.1K

Event2026-03-31

Filed2026-05-13

IBKR

INTERACTIVE BROKERS GROUP IN

0.53%

Shares5.9K

Event2026-03-31

Filed2026-05-13

KMI

KINDER MORGAN INC DEL

20.84%

Shares11.6K

Event2026-03-31

Filed2026-05-13

AEP

AMERICAN ELEC PWR CO INC

43.42%

Shares3.0K

Event2026-03-31

Filed2026-05-13

MAGS

LISTED FDS TR

0.00%

Shares6.7K

Event2026-03-31

Filed2026-05-13

THC

TENET HEALTHCARE CORP

3.39%

Shares2.0K

Event2026-03-31

Filed2026-05-13

AON PLC

-24.75%

Shares1.2K

Event2026-03-31

Filed2026-05-13

FTNT

FORTINET INC

-37.80%

Shares4.7K

Event2026-03-31

Filed2026-05-13

VIS

VANGUARD WORLD FD

-14.33%

Shares1.2K

Event2026-03-31

Filed2026-05-13

CEF

SPROTT ASSET MANAGEMENT LP

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-13

SCCO

SOUTHERN COPPER CORP

1.65%

Shares2.2K

Event2026-03-31

Filed2026-05-13

INTU

INTUIT

-38.53%

Shares879

Event2026-03-31

Filed2026-05-13

FNDF

SCHWAB STRATEGIC TR

-20.54%

Shares7.8K

Event2026-03-31

Filed2026-05-13

BLACKROCK INC

-2.74%

Shares391

Event2026-03-31

Filed2026-05-13

CRCL

CIRCLE INTERNET GROUP INC

New

Shares3.9K

Event2026-03-31

Filed2026-05-13

HUBBELL INC

0.00%

Shares764

Event2026-03-31

Filed2026-05-13

DIA

STATE STR SPDR DOW JONES IND

11.20%

Shares804

Event2026-03-31

Filed2026-05-13

NOA

NORTH AMERN CONSTR GROUP LTD

0.00%

Shares27.5K

Event2026-03-31

Filed2026-05-13

VFH

VANGUARD WORLD FD

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-13

CBRE

CBRE GROUP INC

2.33%

Shares2.7K

Event2026-03-31

Filed2026-05-13

QNITY ELECTRONICS INC

0.99%

Shares3.2K

Event2026-03-31

Filed2026-05-13

PARKER-HANNIFIN CORP

5.51%

Shares402

Event2026-03-31

Filed2026-05-13

NOBL

PROSHARES TR

-2.17%

Shares3.4K

Event2026-03-31

Filed2026-05-13

REGN

REGENERON PHARMACEUTICALS

-0.22%

Shares464

Event2026-03-31

Filed2026-05-13

GSLC

GOLDMAN SACHS ETF TR

-1.65%

Shares2.9K

Event2026-03-31

Filed2026-05-13

RSG

REPUBLIC SVCS INC

-13.49%

Shares1.6K

Event2026-03-31

Filed2026-05-13

NBIS

NEBIUS GROUP N.V.

New

Shares3.4K

Event2026-03-31

Filed2026-05-13

AAXJ

ISHARES TR

-0.03%

Shares3.6K

Event2026-03-31

Filed2026-05-13

SRE

SEMPRA

3.62%

Shares3.6K

Event2026-03-31

Filed2026-05-13

IBHH

ISHARES TR

-26.95%

Shares14.9K

Event2026-03-31

Filed2026-05-13

OKE

ONEOK INC NEW

-5.05%

Shares3.9K

Event2026-03-31

Filed2026-05-13

IBHJ

ISHARES TR

-26.95%

Shares13.3K

Event2026-03-31

Filed2026-05-13

HUM

HUMANA INC

New

Shares2.0K

Event2026-03-31

Filed2026-05-13

IBHI

ISHARES TR

-26.96%

Shares15.0K

Event2026-03-31

Filed2026-05-13

IBHG

ISHARES TR

-26.95%

Shares15.8K

Event2026-03-31

Filed2026-05-13

NWL

NEWELL BRANDS INC

-33.07%

Shares101.1K

Event2026-03-31

Filed2026-05-13

SNAP

SNAP INC

0.00%

Shares75.3K

Event2026-03-31

Filed2026-05-13

DOCU

DOCUSIGN INC

-4.57%

Shares7.3K

Event2026-03-31

Filed2026-05-13

SPOT

SPOTIFY TECHNOLOGY S A

3.63%

Shares713

Event2026-03-31

Filed2026-05-13

SHV

ISHARES TR

New

Shares3.1K

Event2026-03-31

Filed2026-05-13

LEA

LEAR CORP

-6.28%

Shares2.8K

Event2026-03-31

Filed2026-05-13

SLYV

SPDR SERIES TRUST

-7.56%

Shares3.6K

Event2026-03-31

Filed2026-05-13

EMLC

VANECK ETF TRUST

New

Shares13.5K

Event2026-03-31

Filed2026-05-13

SGOV

ISHARES TR

44.92%

Shares3.4K

Event2026-03-31

Filed2026-05-13

IUSG

ISHARES TR

76.52%

Shares2.1K

Event2026-03-31

Filed2026-05-13

VYMI

VANGUARD WHITEHALL FDS

41.15%

Shares3.5K

Event2026-03-31

Filed2026-05-13

BNDX

VANGUARD CHARLOTTE FDS

-3.14%

Shares6.8K

Event2026-03-31

Filed2026-05-13

HSBC

HSBC HLDGS PLC

-1.25%

Shares4.0K

Event2026-03-31

Filed2026-05-13

SLYG

SPDR SERIES TRUST

-36.66%

Shares3.3K

Event2026-03-31

Filed2026-05-13

RYTM

RHYTHM PHARMACEUTICALS INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-13

MARVELL TECHNOLOGY INC

-0.86%

Shares3.2K

Event2026-03-31

Filed2026-05-13

PHM

PULTE GROUP INC

0.22%

Shares2.7K

Event2026-03-31

Filed2026-05-13

FSK

FS KKR CAP CORP

New

Shares31.1K

Event2026-03-31

Filed2026-05-13

KEYS

KEYSIGHT TECHNOLOGIES INC

-5.34%

Shares1.1K

Event2026-03-31

Filed2026-05-13

TFPM

TRIPLE FLAG PRECIOUS METAL

4.57%

Shares8.9K

Event2026-03-31

Filed2026-05-13

COPX

GLOBAL X FDS

5.39%

Shares4.0K

Event2026-03-31

Filed2026-05-13

ESGE

ISHARES INC

0.00%

Shares6.7K

Event2026-03-31

Filed2026-05-13

EXEL

EXELIXIS INC

New

Shares7.0K

Event2026-03-31

Filed2026-05-13

NLR

VANECK ETF TRUST

1.68%

Shares2.2K

Event2026-03-31

Filed2026-05-13

HYG

ISHARES TR

New

Shares3.7K

Event2026-03-31

Filed2026-05-13

XLI

SELECT SECTOR SPDR TR

6.98%

Shares1.8K

Event2026-03-31

Filed2026-05-13

INVESCO EXCH TRADED FD TR II

0.66%

Shares11.0K

Event2026-03-31

Filed2026-05-13

IBMR

ISHARES TR

0.00%

Shares11.7K

Event2026-03-31

Filed2026-05-13

IBMS

ISHARES TR

0.00%

Shares11.4K

Event2026-03-31

Filed2026-05-13

COKE

COCA COLA CONS INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-13

GRAYSCALE BITCOIN MINI TR ET

-2.00%

Shares9.7K

Event2026-03-31

Filed2026-05-13

SCHE

SCHWAB STRATEGIC TR

-5.32%

Shares8.8K

Event2026-03-31

Filed2026-05-13

CONSOLIDATED EDISON INC

1.42%

Shares2.6K

Event2026-03-31

Filed2026-05-13

DUPONT DE NEMOURS INC

0.13%

Shares6.3K

Event2026-03-31

Filed2026-05-13

JEPQ

J P MORGAN EXCHANGE TRADED F

-3.13%

Shares5.2K

Event2026-03-31

Filed2026-05-13

YUM

YUM BRANDS INC

19.92%

Shares1.9K

Event2026-03-31

Filed2026-05-13

XYZ

BLOCK INC

-40.40%

Shares4.7K

Event2026-03-31

Filed2026-05-13

SEI

SOLARIS ENERGY INFRAS INC

New

Shares5.0K

Event2026-03-31

Filed2026-05-13

ASTRAZENECA PLC

New

Shares1.4K

Event2026-03-31

Filed2026-05-13

CVS

CVS HEALTH CORP

-4.89%

Shares3.8K

Event2026-03-31

Filed2026-05-13

VPU

VANGUARD WORLD FD

New

Shares1.4K

Event2026-03-31

Filed2026-05-13

UPS

UNITED PARCEL SVCS INC

-4.31%

Shares2.8K

Event2026-03-31

Filed2026-05-13

SPTM

SPDR SERIES TRUST

-20.05%

Shares3.4K

Event2026-03-31

Filed2026-05-13

UNITY SOFTWARE INC

7.86%

Shares12.4K

Event2026-03-31

Filed2026-05-13

SOXX

ISHARES TR

0.00%

Shares816

Event2026-03-31

Filed2026-05-13

CRWV

COREWEAVE INC

New

Shares3.5K

Event2026-03-31

Filed2026-05-13

MGK

VANGUARD WORLD FD

New

Shares723

Event2026-03-31

Filed2026-05-13

SCZ

ISHARES TR

-16.97%

Shares3.4K

Event2026-03-31

Filed2026-05-13

IBHK

ISHARES TR

-44.56%

Shares10.4K

Event2026-03-31

Filed2026-05-13

SPYM

SPDR SERIES TRUST

-8.04%

Shares3.4K

Event2026-03-31

Filed2026-05-13

VOOG

VANGUARD ADMIRAL FDS INC

New

Shares639

Event2026-03-31

Filed2026-05-13

ITW

ILLINOIS TOOL WKS INC

4.30%

Shares994

Event2026-03-31

Filed2026-05-13

PHO

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-13

VALE

VALE S A

-1.53%

Shares16.2K

Event2026-03-31

Filed2026-05-13

BHP

BHP BILLITON LIMITED

-0.79%

Shares3.5K

Event2026-03-31

Filed2026-05-13

FNDA

SCHWAB STRATEGIC TR

-8.85%

Shares7.9K

Event2026-03-31

Filed2026-05-13

PRU

PRUDENTIAL FINL INC

19.91%

Shares2.6K

Event2026-03-31

Filed2026-05-13

GENERAL MTRS CO

14.10%

Shares3.4K

Event2026-03-31

Filed2026-05-13

SMH

VANECK ETF TRUST

10.34%

Shares651

Event2026-03-31

Filed2026-05-13

ROCKET LAB CORP

New

Shares3.9K

Event2026-03-31

Filed2026-05-13

GLDM

WORLD GOLD TR

-87.25%

Shares2.7K

Event2026-03-31

Filed2026-05-13

VONG

VANGUARD SCOTTSDALE FDS

0.04%

Shares2.2K

Event2026-03-31

Filed2026-05-13

TRANE TECHNOLOGIES PLC

New

Shares586

Event2026-03-31

Filed2026-05-13

NUE

NUCOR CORP

0.07%

Shares1.4K

Event2026-03-31

Filed2026-05-13

BCS

BARCLAYS PLC

7.53%

Shares11.5K

Event2026-03-31

Filed2026-05-13

GEHC

GE HEALTHCARE TECHNOLOGIES I

4.10%

Shares3.4K

Event2026-03-31

Filed2026-05-13

CORP

PIMCO ETF TR

New

Shares2.5K

Event2026-03-31

Filed2026-05-13

UNILEVER PLC

5.99%

Shares4.2K

Event2026-03-31

Filed2026-05-13

URNM

SPROTT FDS TR

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-13

PNNT

PENNANTPARK INVT CORP

7.51%

Shares53.0K

Event2026-03-31

Filed2026-05-13

IYY

ISHARES TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-13

IYZ

ISHARES TR

-3.62%

Shares6.0K

Event2026-03-31

Filed2026-05-13

PFLT

PENNANTPARK FLOATING RATE CA

7.40%

Shares29.0K

Event2026-03-31

Filed2026-05-13

EFG

ISHARES TR

-7.01%

Shares2.1K

Event2026-03-31

Filed2026-05-13

CCK

CROWN HLDGS INC

-3.53%

Shares2.3K

Event2026-03-31

Filed2026-05-13

KKR & CO INC

-0.63%

Shares2.5K

Event2026-03-31

Filed2026-05-13

ELECTRONIC ARTS INC

-8.27%

Shares1.1K

Event2026-03-31

Filed2026-05-13

ALLIANCEBERNSTEIN HLDG L P

0.00%

Shares6.1K

Event2026-03-31

Filed2026-05-13

ROK

ROCKWELL AUTOMATION INC

10.96%

Shares638

Event2026-03-31

Filed2026-05-13

ZSCALER INC

-25.75%

Shares1.6K

Event2026-03-31

Filed2026-05-13

ROYAL BK CDA

-19.85%

Shares1.4K

Event2026-03-31

Filed2026-05-13

JUST

GOLDMAN SACHS ETF TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-13

ELV

ELEVANCE HEALTH INC FORMERLY

0.93%

Shares761

Event2026-03-31

Filed2026-05-13

XLV

SELECT SECTOR SPDR TR

0.33%

Shares1.5K

Event2026-03-31

Filed2026-05-13

HWM

HOWMET AEROSPACE INC

-6.96%

Shares962

Event2026-03-31

Filed2026-05-13

TMFC

RBB FD INC

New

Shares3.4K

Event2026-03-31

Filed2026-05-13

RYAAY

RYANAIR HOLDINGS PLC

-2.79%

Shares3.8K

Event2026-03-31

Filed2026-05-13

SOLSTICE ADVANCED MATLS INC

-64.80%

Shares2.9K

Event2026-03-31

Filed2026-05-13

XBI

SPDR SERIES TRUST

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-13

FNDE

SCHWAB STRATEGIC TR

-31.48%

Shares5.7K

Event2026-03-31

Filed2026-05-13

PCOR

PROCORE TECHNOLOGIES INC

-38.20%

Shares3.8K

Event2026-03-31

Filed2026-05-13

INDA

ISHARES TR

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-13

DGRW

WISDOMTREE TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-13

DOW

DOW HLDGS INC

New

Shares5.1K

Event2026-03-31

Filed2026-05-13

GSK PLC

New

Shares3.8K

Event2026-03-31

Filed2026-05-13

HCA

HCA HEALTHCARE INC

New

Shares439

Event2026-03-31

Filed2026-05-13

Call Option Holdings

GLDI Call CallUBS AG8.0K sharesnew addition2026-03-312026-05-13

GLD Call CallSPDR GOLD TR2.3K shares91.67%2026-03-312026-05-13

INVESCO QQQ TR Call CallINVESCO QQQ TR1.6K sharesnew addition2026-03-312026-05-13

SPY Call CallSTATE STR SPDR S&P 500 ETF T1.4K sharesnew addition2026-03-312026-05-13

NVDA Call CallNVIDIA CORPORATION4.6K shares-31.34%2026-03-312026-05-13

TSLA Call CallTESLA INC1.6K shares-15.79%2026-03-312026-05-13

PYPL Call CallPAYPAL HLDGS INC10.0K sharesnew addition2026-03-312026-05-13

IWM Call CallISHARES TR1.6K shares433.33%2026-03-312026-05-13

SLV Call CallISHARES SILVER TR5.0K sharesnew addition2026-03-312026-05-13

WMT Call CallWALMART INC1.4K sharesnew addition2026-03-312026-05-13

AMD Call CallADVANCED MICRO DEVICES INC700 shares-22.22%2026-03-312026-05-13

EFA Call CallISHARES TR1.4K sharesnew addition2026-03-312026-05-13

UAL Call CallUNITED AIRLS HLDGS INC1.4K sharesnew addition2026-03-312026-05-13

BROADCOM INC Call CallBROADCOM INC400 shares0.00%2026-03-312026-05-13

NKE Call CallNIKE INC2.2K sharesnew addition2026-03-312026-05-13

CVS Call CallCVS HEALTH CORP1.6K shares0.00%2026-03-312026-05-13

WFC Call CallWELLS FARGO & CO1.4K sharesnew addition2026-03-312026-05-13

CSCO Call CallCISCO SYS INC1.4K sharesnew addition2026-03-312026-05-13

EQT CORP Call CallEQT CORP1.4K sharesnew addition2026-03-312026-05-13

EEM Call CallISHARES TR1.4K sharesnew addition2026-03-312026-05-13

SMH Call CallVANECK ETF TRUST200 shares-50.00%2026-03-312026-05-13

INTC Call CallINTEL CORP1.6K shares700.00%2026-03-312026-05-13

CCL Call CallCARNIVAL CORP2.6K sharesnew addition2026-03-312026-05-13

BMY Call CallBRISTOL-MYERS SQUIBB CO1.0K sharesnew addition2026-03-312026-05-13

IBM Call CallINTERNATIONAL BUSINESS MACHS200 sharesnew addition2026-03-312026-05-13

FCX Call CallFREEPORT MCMORAN INC400 sharesnew addition2026-03-312026-05-13

GLDI Call

UBS AG

New

Shares8.0K

Event2026-03-31

Filed2026-05-13

GLD Call

SPDR GOLD TR

91.67%

Shares2.3K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR Call

INVESCO QQQ TR

New

Shares1.6K

Event2026-03-31

Filed2026-05-13

SPY Call

STATE STR SPDR S&P 500 ETF T

New

Shares1.4K

Event2026-03-31

Filed2026-05-13

NVDA Call

NVIDIA CORPORATION

-31.34%

Shares4.6K

Event2026-03-31

Filed2026-05-13

TSLA Call

TESLA INC

-15.79%

Shares1.6K

Event2026-03-31

Filed2026-05-13

PYPL Call

PAYPAL HLDGS INC

New

Shares10.0K

Event2026-03-31

Filed2026-05-13

IWM Call

ISHARES TR

433.33%

Shares1.6K

Event2026-03-31

Filed2026-05-13

SLV Call

ISHARES SILVER TR

New

Shares5.0K

Event2026-03-31

Filed2026-05-13

WMT Call

WALMART INC

New

Shares1.4K

Event2026-03-31

Filed2026-05-13

AMD Call

ADVANCED MICRO DEVICES INC

-22.22%

Shares700

Event2026-03-31

Filed2026-05-13

EFA Call

ISHARES TR

New

Shares1.4K

Event2026-03-31

Filed2026-05-13

UAL Call

UNITED AIRLS HLDGS INC

New

Shares1.4K

Event2026-03-31

Filed2026-05-13

BROADCOM INC Call

BROADCOM INC

0.00%

Shares400

Event2026-03-31

Filed2026-05-13

NKE Call

NIKE INC

New

Shares2.2K

Event2026-03-31

Filed2026-05-13

CVS Call

CVS HEALTH CORP

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-13

WFC Call

WELLS FARGO & CO

New

Shares1.4K

Event2026-03-31

Filed2026-05-13

CSCO Call

CISCO SYS INC

New

Shares1.4K

Event2026-03-31

Filed2026-05-13

EQT CORP Call

EQT CORP

New

Shares1.4K

Event2026-03-31

Filed2026-05-13

EEM Call

ISHARES TR

New

Shares1.4K

Event2026-03-31

Filed2026-05-13

SMH Call

VANECK ETF TRUST

-50.00%

Shares200

Event2026-03-31

Filed2026-05-13

INTC Call

INTEL CORP

700.00%

Shares1.6K

Event2026-03-31

Filed2026-05-13

CCL Call

CARNIVAL CORP

New

Shares2.6K

Event2026-03-31

Filed2026-05-13

BMY Call

BRISTOL-MYERS SQUIBB CO

New

Shares1.0K

Event2026-03-31

Filed2026-05-13

IBM Call

INTERNATIONAL BUSINESS MACHS

New

Shares200

Event2026-03-31

Filed2026-05-13

FCX Call

FREEPORT MCMORAN INC

New

Shares400

Event2026-03-31

Filed2026-05-13

Put Option Holdings

INVESCO QQQ TR Put PutINVESCO QQQ TR1.6K sharesnew addition2026-03-312026-05-13

SPY Put PutSTATE STR SPDR S&P 500 ETF T1.4K sharesnew addition2026-03-312026-05-13

GLD Put PutSPDR GOLD TR1.4K shares75.00%2026-03-312026-05-13

IWM Put PutISHARES TR1.6K sharesnew addition2026-03-312026-05-13

WMT Put PutWALMART INC1.4K sharesnew addition2026-03-312026-05-13

EFA Put PutISHARES TR1.4K sharesnew addition2026-03-312026-05-13

UAL Put PutUNITED AIRLS HLDGS INC1.4K sharesnew addition2026-03-312026-05-13

NKE Put PutNIKE INC2.2K sharesnew addition2026-03-312026-05-13

CVS Put PutCVS HEALTH CORP1.6K shares0.00%2026-03-312026-05-13

WFC Put PutWELLS FARGO & CO1.4K sharesnew addition2026-03-312026-05-13

CSCO Put PutCISCO SYS INC1.4K sharesnew addition2026-03-312026-05-13

EQT CORP Put PutEQT CORP1.4K sharesnew addition2026-03-312026-05-13

EEM Put PutISHARES TR1.4K sharesnew addition2026-03-312026-05-13

INTC Put PutINTEL CORP1.4K sharesnew addition2026-03-312026-05-13

BMY Put PutBRISTOL-MYERS SQUIBB CO1.0K sharesnew addition2026-03-312026-05-13

INVESCO QQQ TR Put

INVESCO QQQ TR

New

Shares1.6K

Event2026-03-31

Filed2026-05-13

SPY Put

STATE STR SPDR S&P 500 ETF T

New

Shares1.4K

Event2026-03-31

Filed2026-05-13

GLD Put

SPDR GOLD TR

75.00%

Shares1.4K

Event2026-03-31

Filed2026-05-13

IWM Put

ISHARES TR

New

Shares1.6K

Event2026-03-31

Filed2026-05-13

WMT Put

WALMART INC

New

Shares1.4K

Event2026-03-31

Filed2026-05-13

EFA Put

ISHARES TR

New

Shares1.4K

Event2026-03-31

Filed2026-05-13

UAL Put

UNITED AIRLS HLDGS INC

New

Shares1.4K

Event2026-03-31

Filed2026-05-13

NKE Put

NIKE INC

New

Shares2.2K

Event2026-03-31

Filed2026-05-13

CVS Put

CVS HEALTH CORP

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-13

WFC Put

WELLS FARGO & CO

New

Shares1.4K

Event2026-03-31

Filed2026-05-13

CSCO Put

CISCO SYS INC

New

Shares1.4K

Event2026-03-31

Filed2026-05-13

EQT CORP Put

EQT CORP

New

Shares1.4K

Event2026-03-31

Filed2026-05-13

EEM Put

ISHARES TR

New

Shares1.4K

Event2026-03-31

Filed2026-05-13

INTC Put

INTEL CORP

New

Shares1.4K

Event2026-03-31

Filed2026-05-13

BMY Put

BRISTOL-MYERS SQUIBB CO

New

Shares1.0K

Event2026-03-31

Filed2026-05-13