Sponsored
The Analysis of Front Row Advisors LLC's Holdings & P&L
Currently, Front Row Advisors LLC holds 553 types of securities in its portfolio with a total value $295.6M. In the most recent quarter, they have increased their positions in ABUS (+100.0K shares, valued at $450.0K), MSFT (+494 shares, valued at $182.9K), N/A (+2.2K shares, valued at $121.7K); decreased their positions in NVDA (-2.5K shares, valued at $442.8K), AAPL (-814 shares, valued at $206.6K), N/A (-521 shares, valued at $161.3K); initiated new positions in N/A (+500 shares, valued at $57.5K), APP (+50 shares, valued at $19.9K), N/A (+349 shares, valued at $12.9K).
1M P&L
+18.4M+6.65%
3M P&L
+26.9M+10.02%
HY P&L
+41.7M+16.47%
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
1Semiconductors58.3M
22.0%
2N/A39.5M
14.9%
3Consumer Electronics35.2M
13.3%
Top Industries by Stock Count
1N/A249 stocks
49.1%
2Software - Infrastructure15 stocks
3.0%
3Software - Application12 stocks
2.4%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
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Sponsored
Sponsored
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ACCELLERON INDS AG UNSPONSORED ADR ACCELLERON INDS AG UNSPONSORED ADR2.2K shares-1.64%2026-03-312026-05-19
Sponsored
Sponsored
SCHNEIDER ELECTRIC SE UNSPONSORD ADR SCHNEIDER ELECTRIC SE UNSPONSORD ADR2.7K shares496.67%2026-03-312026-05-19
Sponsored
Sponsored
Sponsored
INVESCO S&P 500 LOW VOLATILITY ETF INVESCO S&P 500 LOW VOLATILITY ETF1.5K shares0.00%2026-03-312026-05-19
SOLSTICE ADVANCED MATLS INC COM SHS SOLSTICE ADVANCED MATLS INC COM SHS1.4K shares-1.80%2026-03-312026-05-19
Sponsored
Sponsored
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW196 shares0.00%2026-03-312026-05-19
Sponsored
ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A404 shares0.00%2026-03-312026-05-19
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF1.5K shares0.00%2026-03-312026-05-19
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS80 shares-36.00%2026-03-312026-05-19
Sponsored
Sponsored
INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF150 shares0.00%2026-03-312026-05-19
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF169 shares0.00%2026-03-312026-05-19
Sponsored
Sponsored
VERSANT MEDIA GROUP INC COM CL A VERSANT MEDIA GROUP INC COM CL A349 sharesnew addition2026-03-312026-05-19
Sponsored
IBND STATE STREET SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF400 shares0.00%2026-03-312026-05-19
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX44 shares0.00%2026-03-312026-05-19
Sponsored
SIRIUSXM HOLDINGS INC COMMON STOCK SIRIUSXM HOLDINGS INC COMMON STOCK270 shares0.00%2026-03-312026-05-19
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
TOKYO ELECTRON LTD UNSPON ADR TOKYO ELECTRON LTD UNSPON ADR18 sharesnew addition2026-03-312026-05-19
Sponsored
NVDA
-1.01%NVIDIA CORPORATION COM
Shares249.2K
Event2026-03-31
Filed2026-05-19
AAPL
-0.63%APPLE INC COM
Shares128.8K
Event2026-03-31
Filed2026-05-19
BROADCOM INC COM
-1.04%BROADCOM INC COM
Shares49.4K
Event2026-03-31
Filed2026-05-19
MSFT
1.85%MICROSOFT CORP COM
Shares27.1K
Event2026-03-31
Filed2026-05-19
TSM
-0.31%TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
Shares26.1K
Event2026-03-31
Filed2026-05-19
ASML
-0.06%ASML HLDG NV N Y REGISTRY SHS
Shares4.9K
Event2026-03-31
Filed2026-05-19
ABBNY
0.00%ABB LTD SPONSORED ADR
Shares78.3K
Event2026-03-31
Filed2026-05-19
GLW
-0.98%CORNING INC COM
Shares44.5K
Event2026-03-31
Filed2026-05-19
ABBV
0.26%ABBVIE INC COM
Shares25.2K
Event2026-03-31
Filed2026-05-19
COST
-0.40%COSTCO WHOLESALE CORPORATION COM
Shares5.4K
Event2026-03-31
Filed2026-05-19
FTNT
-0.38%FORTINET INC COM
Shares64.8K
Event2026-03-31
Filed2026-05-19
TJX
-0.10%TJX COS INC NEW COM
Shares32.2K
Event2026-03-31
Filed2026-05-19
SFM
-1.44%SPROUTS FMRS MKT INC COM
Shares63.9K
Event2026-03-31
Filed2026-05-19
WMT
-0.42%WALMART INC COM
Shares35.0K
Event2026-03-31
Filed2026-05-19
DOV
0.00%DOVER CORP COM
Shares20.4K
Event2026-03-31
Filed2026-05-19
ADI
0.41%ANALOG DEVICES INC COM
Shares12.2K
Event2026-03-31
Filed2026-05-19
MEDP
-0.88%MEDPACE HLDGS INC COM
Shares7.9K
Event2026-03-31
Filed2026-05-19
V
-1.20%VISA INC COM CL A
Shares11.6K
Event2026-03-31
Filed2026-05-19
ALPHABET INC CAP STK CL C
-0.33%ALPHABET INC CAP STK CL C
Shares12.1K
Event2026-03-31
Filed2026-05-19
SNPS
-0.46%SYNOPSYS INC COM
Shares8.6K
Event2026-03-31
Filed2026-05-19
EQIX
0.36%EQUINIX INC COM
Shares3.3K
Event2026-03-31
Filed2026-05-19
BLACKROCK INC COM
-0.77%BLACKROCK INC COM
Shares3.3K
Event2026-03-31
Filed2026-05-19
KEYS
-0.92%KEYSIGHT TECHNOLOGIES INC COM
Shares11.3K
Event2026-03-31
Filed2026-05-19
ROK
1.27%ROCKWELL AUTOMATION INC COM
Shares8.9K
Event2026-03-31
Filed2026-05-19
PKG
-0.17%PACKAGING CORP AMER COM
Shares14.8K
Event2026-03-31
Filed2026-05-19
AMZN
0.30%AMAZON COM INC COM
Shares15.1K
Event2026-03-31
Filed2026-05-19
AMGN
0.62%AMGEN INC COM
Shares8.9K
Event2026-03-31
Filed2026-05-19
ISRG
-0.23%INTUITIVE SURGICAL INC COM NEW
Shares6.4K
Event2026-03-31
Filed2026-05-19
DELL
-0.28%DELL TECHNOLOGIES INC CL C
Shares17.6K
Event2026-03-31
Filed2026-05-19
SCHX
0.00%SCHWAB U.S. LARGE-CAP ETF
Shares105.6K
Event2026-03-31
Filed2026-05-19
EATON CORP PLC SHS
0.70%EATON CORP PLC SHS
Shares7.4K
Event2026-03-31
Filed2026-05-19
TMO
0.09%THERMO FISHER SCIENTIFIC INC COM
Shares5.3K
Event2026-03-31
Filed2026-05-19
TT
-0.44%TRANE TECHNOLOGIES PLC SHS
Shares6.1K
Event2026-03-31
Filed2026-05-19
JPM
-0.28%JPMORGAN CHASE & CO COM
Shares8.6K
Event2026-03-31
Filed2026-05-19
DLR
-1.15%DIGITAL RLTY TR INC COM
Shares12.9K
Event2026-03-31
Filed2026-05-19
ARISTA NETWORKS INC COM SHS
-1.14%ARISTA NETWORKS INC COM SHS
Shares18.7K
Event2026-03-31
Filed2026-05-19
INVESCO QQQ TRUST SERIES I
-0.03%INVESCO QQQ TRUST SERIES I
Shares3.8K
Event2026-03-31
Filed2026-05-19
DHR
-0.19%DANAHER CORP DEL COM
Shares11.3K
Event2026-03-31
Filed2026-05-19
CME
-0.14%CME GROUP INC COM
Shares7.0K
Event2026-03-31
Filed2026-05-19
MKSI
2.47%MKS INC. COM
Shares8.1K
Event2026-03-31
Filed2026-05-19
ITW
0.00%ILLINOIS TOOL WKS INC COM
Shares6.9K
Event2026-03-31
Filed2026-05-19
TGT
-0.27%TARGET CORP COM
Shares13.2K
Event2026-03-31
Filed2026-05-19
KO
0.00%COCA COLA CO COM
Shares20.8K
Event2026-03-31
Filed2026-05-19
MMC
0.00%MARSH & MCLENNAN COS INC COM
Shares9.1K
Event2026-03-31
Filed2026-05-19
LOW
0.00%LOWES COS INC COM
Shares6.3K
Event2026-03-31
Filed2026-05-19
SPY
-0.68%STATE STREET SPDR S&P 500 ETF
Shares2.2K
Event2026-03-31
Filed2026-05-19
HON
4.00%HONEYWELL INTL INC COM
Shares6.2K
Event2026-03-31
Filed2026-05-19
IXN
-5.04%ISHARES GLOBAL TECH ETF
Shares13.4K
Event2026-03-31
Filed2026-05-19
JNJ
0.00%JOHNSON & JOHNSON COM
Shares5.0K
Event2026-03-31
Filed2026-05-19
VIG
1.61%VANGUARD DIVIDEND APPRECIATION ETF
Shares5.7K
Event2026-03-31
Filed2026-05-19
IJK
-1.87%ISHARES S&P MID-CAP 400 GROWTH ETF
Shares10.5K
Event2026-03-31
Filed2026-05-19
NEE
1.82%NEXTERA ENERGY INC COM
Shares11.2K
Event2026-03-31
Filed2026-05-19
MCD
0.00%MCDONALDS CORP COM
Shares2.9K
Event2026-03-31
Filed2026-05-19
ALPHABET INC CAP STK CL A
-3.42%ALPHABET INC CAP STK CL A
Shares3.1K
Event2026-03-31
Filed2026-05-19
SCHF
0.53%SCHWAB INTERNATIONAL EQUITY ETF
Shares33.9K
Event2026-03-31
Filed2026-05-19
SCHD
-1.28%SCHWAB US DIVIDEND EQUITY ETF
Shares27.0K
Event2026-03-31
Filed2026-05-19
FTSM
-13.75%FIRST TRUST ENHANCED SHORT MATURITY ETF
Shares13.8K
Event2026-03-31
Filed2026-05-19
VZ
-1.30%VERIZON COMMUNICATIONS INC COM
Shares16.4K
Event2026-03-31
Filed2026-05-19
ESGU
-2.30%ISHARES ESG AWARE MSCI USA ETF
Shares5.7K
Event2026-03-31
Filed2026-05-19
CROWN CASTLE INC COM
1.42%CROWN CASTLE INC COM
Shares9.3K
Event2026-03-31
Filed2026-05-19
GTLS
-17.04%CHART INDS INC COM
Shares3.7K
Event2026-03-31
Filed2026-05-19
IVV
0.00%ISHARES CORE S&P 500 ETF
Shares1.1K
Event2026-03-31
Filed2026-05-19
IWD
19.78%ISHARES RUSSELL 1000 VALUE ETF
Shares3.2K
Event2026-03-31
Filed2026-05-19
IJT
-2.58%ISHARES S&P SMALL-CAP 600 GROWTH ETF
Shares4.7K
Event2026-03-31
Filed2026-05-19
MGC
0.00%VANGUARD MEGA CAP ETF
Shares2.8K
Event2026-03-31
Filed2026-05-19
COWZ
14.81%PACER US CASH COWS 100 ETF
Shares10.2K
Event2026-03-31
Filed2026-05-19
MCK
0.00%MCKESSON CORP COM
Shares712
Event2026-03-31
Filed2026-05-19
SCHG
0.01%SCHWAB U.S. LARGE-CAP GROWTH ETF
Shares21.0K
Event2026-03-31
Filed2026-05-19
IVW
-3.94%ISHARES S&P 500 GROWTH ETF
Shares4.9K
Event2026-03-31
Filed2026-05-19
SOXX
-0.60%ISHARES SEMICONDUCTOR ETF
Shares1.7K
Event2026-03-31
Filed2026-05-19
QYLD
0.00%GLOBAL X NASDAQ 100 COVERED CALL ETF
Shares31.7K
Event2026-03-31
Filed2026-05-19
VB
0.00%VANGUARD SMALL-CAP ETF
Shares2.1K
Event2026-03-31
Filed2026-05-19
SCHM
0.00%SCHWAB U.S. MID-CAP ETF
Shares16.7K
Event2026-03-31
Filed2026-05-19
WFC
0.00%WELLS FARGO & CO COM
Shares6.3K
Event2026-03-31
Filed2026-05-19
ABUS
952.38%ARBUTUS BIOPHARMA CORP COM
Shares110.5K
Event2026-03-31
Filed2026-05-19
SPTS
0.00%STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF
Shares16.2K
Event2026-03-31
Filed2026-05-19
EFIV
0.11%STATE STREET SPDR S&P 500 ESG ETF
Shares7.2K
Event2026-03-31
Filed2026-05-19
SCHB
-0.90%SCHWAB U.S. BROAD MARKET ETF
Shares16.6K
Event2026-03-31
Filed2026-05-19
VEA
17.76%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares6.1K
Event2026-03-31
Filed2026-05-19
SCHA
1.12%SCHWAB U.S. SMALL-CAP ETF
Shares13.0K
Event2026-03-31
Filed2026-05-19
SCHE
9.67%SCHWAB EMERGING MARKETS EQUITY ETF
Shares11.2K
Event2026-03-31
Filed2026-05-19
IUSV
0.00%ISHARES CORE S&P US VALUE ETF
Shares3.6K
Event2026-03-31
Filed2026-05-19
HD
0.00%HOME DEPOT INC COM
Shares1.1K
Event2026-03-31
Filed2026-05-19
ICVT
0.00%ISHARES CONVERTIBLE BOND ETF
Shares3.4K
Event2026-03-31
Filed2026-05-19
AGO
0.00%ASSURED GUARANTY LTD COM
Shares4.2K
Event2026-03-31
Filed2026-05-19
DIA
0.44%STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Shares683
Event2026-03-31
Filed2026-05-19
SCHV
0.65%SCHWAB U.S. LARGE-CAP VALUE ETF
Shares10.1K
Event2026-03-31
Filed2026-05-19
IBM
0.00%INTERNATIONAL BUSINESS MACHS COM
Shares1.2K
Event2026-03-31
Filed2026-05-19
FNDF
0.00%SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
Shares5.9K
Event2026-03-31
Filed2026-05-19
VWO
0.00%VANGUARD FTSE EMERGING MARKETS ETF
Shares5.4K
Event2026-03-31
Filed2026-05-19
DUKE ENERGY CORP NEW COM NEW
-5.98%DUKE ENERGY CORP NEW COM NEW
Shares2.2K
Event2026-03-31
Filed2026-05-19
USMV
0.00%ISHARES MSCI USA MIN VOL FACTOR ETF
Shares3.1K
Event2026-03-31
Filed2026-05-19
META
1.85%META PLATFORMS INC CL A
Shares495
Event2026-03-31
Filed2026-05-19
IWR
5.57%ISHARES RUSSELL MIDCAP ETF
Shares2.8K
Event2026-03-31
Filed2026-05-19
CMCSA
5.65%COMCAST CORP NEW CL A
Shares9.4K
Event2026-03-31
Filed2026-05-19
LLY
1.77%ELI LILLY & CO COM
Shares287
Event2026-03-31
Filed2026-05-19
CSX
0.00%CSX CORP COM
Shares6.2K
Event2026-03-31
Filed2026-05-19
CVX
-19.62%CHEVRON CORPORATION COM
Shares1.2K
Event2026-03-31
Filed2026-05-19
AGNC
0.00%AGNC INVT CORP COM
Shares25.0K
Event2026-03-31
Filed2026-05-19
IXJ
8.00%ISHARES GLOBAL HEALTHCARE ETF
Shares2.7K
Event2026-03-31
Filed2026-05-19
PG
0.00%PROCTER & GAMBLE CO COM
Shares1.7K
Event2026-03-31
Filed2026-05-19
PNC
0.00%PNC FINL SVCS GROUP INC COM
Shares1.2K
Event2026-03-31
Filed2026-05-19
XLI
0.00%STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
Shares1.5K
Event2026-03-31
Filed2026-05-19
EXI
0.75%ISHARES GLOBAL INDUSTRIALS ETF
Shares1.3K
Event2026-03-31
Filed2026-05-19
IWM
6.27%ISHARES RUSSELL 2000 ETF
Shares932
Event2026-03-31
Filed2026-05-19
RWR
-6.45%STATE STREET SPDR DOW JONES REIT ETF
Shares2.3K
Event2026-03-31
Filed2026-05-19
IGSB
0.02%ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
Shares4.2K
Event2026-03-31
Filed2026-05-19
GILD
0.00%GILEAD SCIENCES INC COM
Shares1.5K
Event2026-03-31
Filed2026-05-19
JPST
0.00%JPMORGAN ULTRA-SHORT INCOME ETF
Shares4.0K
Event2026-03-31
Filed2026-05-19
D
0.00%DOMINION ENERGY INC COM
Shares3.3K
Event2026-03-31
Filed2026-05-19
ORCL
0.00%ORACLE CORP COM
Shares1.4K
Event2026-03-31
Filed2026-05-19
IYW
0.00%ISHARES U.S. TECHNOLOGY ETF
Shares1.1K
Event2026-03-31
Filed2026-05-19
IXG
0.00%ISHARES GLOBAL FINANCIALS ETF
Shares1.7K
Event2026-03-31
Filed2026-05-19
PANW
34.86%PALO ALTO NETWORKS INC COM
Shares1.2K
Event2026-03-31
Filed2026-05-19
IEMG
0.00%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares2.8K
Event2026-03-31
Filed2026-05-19
ACCELLERON INDS AG UNSPONSORED ADR
-1.64%ACCELLERON INDS AG UNSPONSORED ADR
Shares2.2K
Event2026-03-31
Filed2026-05-19
VV
-9.05%VANGUARD LARGE-CAP ETF
Shares633
Event2026-03-31
Filed2026-05-19
IWF
0.00%ISHARES RUSSELL 1000 GROWTH ETF
Shares438
Event2026-03-31
Filed2026-05-19
XOM
0.00%EXXON MOBIL CORP COM
Shares1.0K
Event2026-03-31
Filed2026-05-19
IFRA
0.00%ISHARES U.S. INFRASTRUCTURE ETF
Shares3.0K
Event2026-03-31
Filed2026-05-19
BSCW
0.00%INVESCO BULLETSHARES 2032 CORPORATE BOND ETF
Shares8.3K
Event2026-03-31
Filed2026-05-19
VCIT
0.00%VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
Shares2.1K
Event2026-03-31
Filed2026-05-19
TSLA
0.00%TESLA INC COM
Shares450
Event2026-03-31
Filed2026-05-19
MA
2.49%MASTERCARD INCORPORATED CL A
Shares329
Event2026-03-31
Filed2026-05-19
SUSB
6.57%ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
Shares6.5K
Event2026-03-31
Filed2026-05-19
FNDX
0.00%SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
Shares5.8K
Event2026-03-31
Filed2026-05-19
RXI
0.00%ISHARES GLOBAL CONSUMER DISCRETIONARY ETF
Shares859
Event2026-03-31
Filed2026-05-19
PLTR
-1.92%PALANTIR TECHNOLOGIES INC CL A
Shares1.1K
Event2026-03-31
Filed2026-05-19
AWR
0.00%AMER STATES WTR CO COM
Shares2.0K
Event2026-03-31
Filed2026-05-19
EFA
0.00%ISHARES MSCI EAFE ETF
Shares1.5K
Event2026-03-31
Filed2026-05-19
SPMD
0.00%STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
Shares2.5K
Event2026-03-31
Filed2026-05-19
PFFD
0.00%GLOBAL X U.S. PREFERRED ETF
Shares8.0K
Event2026-03-31
Filed2026-05-19
SCHNEIDER ELECTRIC SE UNSPONSORD ADR
496.67%SCHNEIDER ELECTRIC SE UNSPONSORD ADR
Shares2.7K
Event2026-03-31
Filed2026-05-19
IDV
0.00%ISHARES INTERNATIONAL SELECT DIVIDEND ETF
Shares3.4K
Event2026-03-31
Filed2026-05-19
SBUX
-7.54%STARBUCKS CORP COM
Shares1.6K
Event2026-03-31
Filed2026-05-19
IBDS
39.29%ISHARES IBONDS DEC 2027 TERM CORPORATE ETF
Shares5.8K
Event2026-03-31
Filed2026-05-19
DLS
0.00%WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND
Shares1.7K
Event2026-03-31
Filed2026-05-19
RITM
-3.40%RITHM CAPITAL CORP COM NEW
Shares14.2K
Event2026-03-31
Filed2026-05-19
CRM
0.00%SALESFORCE INC COM
Shares720
Event2026-03-31
Filed2026-05-19
BND
0.06%VANGUARD TOTAL BOND MARKET ETF
Shares1.8K
Event2026-03-31
Filed2026-05-19
IYH
0.00%ISHARES U.S. HEALTHCARE ETF
Shares2.2K
Event2026-03-31
Filed2026-05-19
KXI
-6.97%ISHARES GLOBAL CONSUMER STAPLES ETF
Shares1.9K
Event2026-03-31
Filed2026-05-19
CSCO
0.00%CISCO SYS INC COM
Shares1.6K
Event2026-03-31
Filed2026-05-19
VO
0.00%VANGUARD MID-CAP ETF
Shares439
Event2026-03-31
Filed2026-05-19
SIEGY
15.09%SIEMENS A G SPONSORED ADR
Shares1.0K
Event2026-03-31
Filed2026-05-19
SPDW
0.38%STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
Shares2.7K
Event2026-03-31
Filed2026-05-19
IJJ
0.00%ISHARES S&P MID-CAP 400 VALUE ETF
Shares915
Event2026-03-31
Filed2026-05-19
SCHZ
0.00%SCHWAB US AGGREGATE BOND ETF
Shares5.1K
Event2026-03-31
Filed2026-05-19
IVE
0.00%ISHARES S&P 500 VALUE ETF
Shares560
Event2026-03-31
Filed2026-05-19
CIBR
0.00%FIRST TRUST NASDAQ CYBERSECURITY ETF
Shares1.9K
Event2026-03-31
Filed2026-05-19
ZS
24.08%ZSCALER INC COM
Shares809
Event2026-03-31
Filed2026-05-19
SHV
0.00%ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
Shares1.0K
Event2026-03-31
Filed2026-05-19
IYC
0.00%ISHARES U.S. CONSUMER DISCRETIONARY ETF
Shares1.2K
Event2026-03-31
Filed2026-05-19
IYJ
0.00%ISHARES U.S. INDUSTRIALS ETF
Shares760
Event2026-03-31
Filed2026-05-19
IWV
0.00%ISHARES RUSSELL 3000 ETF
Shares300
Event2026-03-31
Filed2026-05-19
INVESCO S&P 500 LOW VOLATILITY ETF
0.00%INVESCO S&P 500 LOW VOLATILITY ETF
Shares1.5K
Event2026-03-31
Filed2026-05-19
GLD
22.50%SPDR GOLD SHARES
Shares245
Event2026-03-31
Filed2026-05-19
SMH
0.00%VANECK SEMICONDUCTOR ETF
Shares273
Event2026-03-31
Filed2026-05-19
VGK
0.00%VANGUARD FTSE EUROPE ETF
Shares1.3K
Event2026-03-31
Filed2026-05-19
SOLSTICE ADVANCED MATLS INC COM SHS
-1.80%SOLSTICE ADVANCED MATLS INC COM SHS
Shares1.4K
Event2026-03-31
Filed2026-05-19
LMT
0.00%LOCKHEED MARTIN CORP COM
Shares170
Event2026-03-31
Filed2026-05-19
FANUC CORPORATION ADR
490.00%FANUC CORPORATION ADR
Shares5.9K
Event2026-03-31
Filed2026-05-19
KMI
0.00%KINDER MORGAN INC DEL COM
Shares3.0K
Event2026-03-31
Filed2026-05-19
FSMB
0.00%FIRST TRUST SHORT DURATION MANAGED MUNICIPAL ETF
Shares5.0K
Event2026-03-31
Filed2026-05-19
RPM
0.00%RPM INTL INC COM
Shares1.0K
Event2026-03-31
Filed2026-05-19
FLOT
0.00%ISHARES FLOATING RATE BOND ETF
Shares1.9K
Event2026-03-31
Filed2026-05-19
PSX
0.00%PHILLIPS 66 COM
Shares535
Event2026-03-31
Filed2026-05-19
LQD
0.00%ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
Shares888
Event2026-03-31
Filed2026-05-19
SRE
0.00%SEMPRA COM
Shares973
Event2026-03-31
Filed2026-05-19
BERKSHIRE HATHAWAY INC DEL CL B NEW
0.00%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares196
Event2026-03-31
Filed2026-05-19
VMBS
0.00%VANGUARD MORTGAGE-BACKED SECURITIES ETF
Shares2.0K
Event2026-03-31
Filed2026-05-19
BSV
0.00%VANGUARD SHORT-TERM BOND ETF
Shares1.1K
Event2026-03-31
Filed2026-05-19
AIRBUS SE UNSPONSORED ADR
297.87%AIRBUS SE UNSPONSORED ADR
Shares1.9K
Event2026-03-31
Filed2026-05-19
SUN
0.00%SUNOCO LP/SUNOCO FIN CORP COM UT REP LP
Shares1.4K
Event2026-03-31
Filed2026-05-19
OHI
0.00%OMEGA HEALTHCARE INVS INC COM
Shares2.0K
Event2026-03-31
Filed2026-05-19
FNDA
0.00%SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF
Shares2.7K
Event2026-03-31
Filed2026-05-19
A
-31.82%AGILENT TECHNOLOGIES INC COM
Shares750
Event2026-03-31
Filed2026-05-19
MNST
0.00%MONSTER BEVERAGE CORP NEW COM
Shares1.2K
Event2026-03-31
Filed2026-05-19
CITIGROUP INC COM NEW
0.00%CITIGROUP INC COM NEW
Shares735
Event2026-03-31
Filed2026-05-19
XLRE
0.00%STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF
Shares2.0K
Event2026-03-31
Filed2026-05-19
SNA
0.00%SNAP ON INC COM
Shares224
Event2026-03-31
Filed2026-05-19
XEL
0.00%XCEL ENERGY INC COM
Shares1.0K
Event2026-03-31
Filed2026-05-19
ACCENTURE PLC IRELAND SHS CLASS A
0.00%ACCENTURE PLC IRELAND SHS CLASS A
Shares404
Event2026-03-31
Filed2026-05-19
DFE
0.00%WISDOMTREE EUROPE SMALLCAP DIVIDEND FUND
Shares1.1K
Event2026-03-31
Filed2026-05-19
VUG
941.18%VANGUARD GROWTH ETF
Shares177
Event2026-03-31
Filed2026-05-19
IYF
0.00%ISHARES U.S. FINANCIALS ETF
Shares637
Event2026-03-31
Filed2026-05-19
NWE
0.00%NORTHWESTERN ENERGY GROUP INC COM NEW
Shares1.1K
Event2026-03-31
Filed2026-05-19
IXP
0.00%ISHARES GLOBAL COMM SERVICES ETF
Shares648
Event2026-03-31
Filed2026-05-19
O
0.00%REALTY INCOME CORP COM
Shares1.2K
Event2026-03-31
Filed2026-05-19
AZO
0.00%AUTOZONE INC COM
Shares22
Event2026-03-31
Filed2026-05-19
VCSH
0.00%VANGUARD SHORT-TERM CORPORATE BOND ETF
Shares936
Event2026-03-31
Filed2026-05-19
ROBT
0.00%FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF
Shares1.6K
Event2026-03-31
Filed2026-05-19
CB
0.00%CHUBB LTD SWITZ COM
Shares220
Event2026-03-31
Filed2026-05-19
SCHH
0.64%SCHWAB U.S. REIT ETF
Shares3.3K
Event2026-03-31
Filed2026-05-19
TIP
0.00%ISHARES TIPS BOND ETF
Shares644
Event2026-03-31
Filed2026-05-19
VYM
90.00%VANGUARD HIGH DIVIDEND YIELD INDEX ETF
Shares475
Event2026-03-31
Filed2026-05-19
IEFA
0.00%ISHARES CORE MSCI EAFE ETF
Shares775
Event2026-03-31
Filed2026-05-19
VHT
0.00%VANGUARD HEALTH CARE ETF
Shares250
Event2026-03-31
Filed2026-05-19
SPBO
0.00%STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF
Shares2.3K
Event2026-03-31
Filed2026-05-19
XLU
0.00%STATE STREET UTILITIES SELECT SECTOR SPDR ETF
Shares1.4K
Event2026-03-31
Filed2026-05-19
IONQ
0.00%IONQ INC COM
Shares2.3K
Event2026-03-31
Filed2026-05-19
XLK
0.00%STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares490
Event2026-03-31
Filed2026-05-19
NKE
0.00%NIKE INC CL B
Shares1.2K
Event2026-03-31
Filed2026-05-19
SCHP
0.00%SCHWAB US TIPS ETF
Shares2.4K
Event2026-03-31
Filed2026-05-19
CL
0.00%COLGATE PALMOLIVE CO COM
Shares733
Event2026-03-31
Filed2026-05-19
PFE
0.00%PFIZER INC COM
Shares2.2K
Event2026-03-31
Filed2026-05-19
JEPQ
0.00%JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
Shares1.1K
Event2026-03-31
Filed2026-05-19
LINDE PLC SHS
0.00%LINDE PLC SHS
Shares123
Event2026-03-31
Filed2026-05-19
PGR
0.00%PROGRESSIVE CORP COM
Shares307
Event2026-03-31
Filed2026-05-19
PEP
0.00%PEPSICO INC COM
Shares389
Event2026-03-31
Filed2026-05-19
ZM
0.00%ZOOM COMMUNICATIONS INC CL A
Shares751
Event2026-03-31
Filed2026-05-19
SPEM
0.00%STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
Shares1.3K
Event2026-03-31
Filed2026-05-19
XMLV
0.00%INVESCO S&P MIDCAP LOW VOLATILITY ETF
Shares935
Event2026-03-31
Filed2026-05-19
HEDJ
0.00%WISDOMTREE EUROPE HEDGED EQUITY FUND
Shares1.1K
Event2026-03-31
Filed2026-05-19
BLACKSTONE INC COM
NewBLACKSTONE INC COM
Shares500
Event2026-03-31
Filed2026-05-19
FNF
0.00%FIDELITY NATL FINL INC COM SHS
Shares1.2K
Event2026-03-31
Filed2026-05-19
SUSA
0.00%ISHARES ESG OPTIMIZED MSCI USA ETF
Shares423
Event2026-03-31
Filed2026-05-19
ITM
0.00%VANECK INTERMEDIATE MUNI ETF
Shares1.2K
Event2026-03-31
Filed2026-05-19
IJS
0.00%ISHARES S&P SMALL-CAP 600 VALUE ETF
Shares450
Event2026-03-31
Filed2026-05-19
NULV
0.00%NUVEEN ESG LARGE-CAP VALUE ETF
Shares1.2K
Event2026-03-31
Filed2026-05-19
EIX
0.00%EDISON INTL COM
Shares714
Event2026-03-31
Filed2026-05-19
IWP
0.00%ISHARES RUSSELL MID-CAP GROWTH ETF
Shares406
Event2026-03-31
Filed2026-05-19
FAST
0.00%FASTENAL CO COM
Shares1.1K
Event2026-03-31
Filed2026-05-19
GS
0.00%GOLDMAN SACHS GROUP INC COM
Shares61
Event2026-03-31
Filed2026-05-19
INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF
0.00%INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF
Shares1.5K
Event2026-03-31
Filed2026-05-19
EWJ
0.00%ISHARES MSCI JAPAN ETF
Shares590
Event2026-03-31
Filed2026-05-19
CWB
0.00%STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
Shares540
Event2026-03-31
Filed2026-05-19
EMR
0.00%EMERSON ELEC CO COM
Shares366
Event2026-03-31
Filed2026-05-19
DIS
0.00%DISNEY WALT CO COM
Shares478
Event2026-03-31
Filed2026-05-19
SMMV
0.00%ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF
Shares1.1K
Event2026-03-31
Filed2026-05-19
T
84.11%AT&T INC COM
Shares1.6K
Event2026-03-31
Filed2026-05-19
TER
0.00%TERADYNE INC COM
Shares150
Event2026-03-31
Filed2026-05-19
FPE
0.00%FIRST TRUST PREFERRED SECURITIES & INCOME ETF
Shares2.5K
Event2026-03-31
Filed2026-05-19
VIS
0.00%VANGUARD INDUSTRIALS ETF
Shares140
Event2026-03-31
Filed2026-05-19
VNQI
1.04%VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF
Shares972
Event2026-03-31
Filed2026-05-19
SCCO
0.40%SOUTHERN COPPER CORP COM
Shares250
Event2026-03-31
Filed2026-05-19
AME
0.00%AMETEK INC COM
Shares195
Event2026-03-31
Filed2026-05-19
IYK
0.00%ISHARES U.S. CONSUMER STAPLES ETF
Shares588
Event2026-03-31
Filed2026-05-19
RSPT
0.00%INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
Shares900
Event2026-03-31
Filed2026-05-19
SCHO
0.00%SCHWAB SHORT-TERM US TREASURY ETF
Shares1.7K
Event2026-03-31
Filed2026-05-19
SWKS
8333.33%SKYWORKS SOLUTIONS INC COM
Shares759
Event2026-03-31
Filed2026-05-19
IBDT
0.00%ISHARES IBONDS DEC 2028 TERM CORPORATE ETF
Shares1.6K
Event2026-03-31
Filed2026-05-19
JEPI
0.00%JPMORGAN EQUITY PREMIUM INCOME ETF
Shares705
Event2026-03-31
Filed2026-05-19
BKLN
0.00%INVESCO SENIOR LOAN ETF
Shares1.9K
Event2026-03-31
Filed2026-05-19
ECL
0.00%ECOLAB INC COM
Shares145
Event2026-03-31
Filed2026-05-19
IDHQ
25.95%INVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF
Shares1.1K
Event2026-03-31
Filed2026-05-19
VBR
0.00%VANGUARD SMALL CAP VALUE ETF
Shares177
Event2026-03-31
Filed2026-05-19
BR
0.00%BROADRIDGE FINL SOLUTIONS INC COM
Shares225
Event2026-03-31
Filed2026-05-19
IBIT
5.11%ISHARES BITCOIN TRUST ETF
Shares946
Event2026-03-31
Filed2026-05-19
CAT
0.00%CATERPILLAR INC COM
Shares51
Event2026-03-31
Filed2026-05-19
GDXJ
0.00%VANECK JUNIOR GOLD MINERS ETF
Shares300
Event2026-03-31
Filed2026-05-19
MERCK & CO INC COM
0.00%MERCK & CO INC COM
Shares297
Event2026-03-31
Filed2026-05-19
FRANKLIN XRP ETF
0.00%FRANKLIN XRP ETF
Shares2.5K
Event2026-03-31
Filed2026-05-19
GRAYSCALE XRP TRUST ETF
0.00%GRAYSCALE XRP TRUST ETF
Shares1.4K
Event2026-03-31
Filed2026-05-19
COP
0.00%CONOCOPHILLIPS COM
Shares264
Event2026-03-31
Filed2026-05-19
PAYX
0.00%PAYCHEX INC COM
Shares376
Event2026-03-31
Filed2026-05-19
DE
0.00%DEERE & CO COM
Shares60
Event2026-03-31
Filed2026-05-19
BAC
0.00%BANK OF AMER CORP COM
Shares690
Event2026-03-31
Filed2026-05-19
CLX
0.00%CLOROX CO DEL COM
Shares318
Event2026-03-31
Filed2026-05-19
AFL
0.00%AFLAC INC COM
Shares300
Event2026-03-31
Filed2026-05-19
RTX
0.00%RTX CORPORATION COM
Shares170
Event2026-03-31
Filed2026-05-19
MXI
0.00%ISHARES GLOBAL MATERIALS ETF
Shares308
Event2026-03-31
Filed2026-05-19
CMS
0.00%CMS ENERGY CORP COM
Shares420
Event2026-03-31
Filed2026-05-19
EMXC
0.00%ISHARES MSCI EMERGING MARKETS EX CHINA ETF
Shares414
Event2026-03-31
Filed2026-05-19
AMAT
-12.84%APPLIED MATLS INC COM
Shares95
Event2026-03-31
Filed2026-05-19
EGUS
0.00%ISHARES ESG AWARE MSCI USA GROWTH ETF
Shares680
Event2026-03-31
Filed2026-05-19
MITSUBISHI ELEC CORP ADR
0.00%MITSUBISHI ELEC CORP ADR
Shares500
Event2026-03-31
Filed2026-05-19
ITOT
0.45%ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
Shares225
Event2026-03-31
Filed2026-05-19
VSGX
0.00%VANGUARD ESG INTERNATIONAL STOCK ETF
Shares444
Event2026-03-31
Filed2026-05-19
SAP
362.50%SAP SE SPON ADR
Shares185
Event2026-03-31
Filed2026-05-19
CVS
0.00%CVS HEALTH CORP COM
Shares439
Event2026-03-31
Filed2026-05-19
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
-36.00%SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
Shares80
Event2026-03-31
Filed2026-05-19
SCHC
0.00%SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
Shares662
Event2026-03-31
Filed2026-05-19
ISHARES GOLD TRUST
0.00%ISHARES GOLD TRUST
Shares350
Event2026-03-31
Filed2026-05-19
PWR
0.00%QUANTA SVCS INC COM
Shares56
Event2026-03-31
Filed2026-05-19
EEM
0.00%ISHARES MSCI EMERGING MARKETS ETF
Shares540
Event2026-03-31
Filed2026-05-19
IBB
0.00%ISHARES BIOTECHNOLOGY ETF
Shares180
Event2026-03-31
Filed2026-05-19
COWG
0.00%PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF
Shares900
Event2026-03-31
Filed2026-05-19
VANGUARD S&P 500 ETF
0.00%VANGUARD S&P 500 ETF
Shares50
Event2026-03-31
Filed2026-05-19
VUSB
0.00%VANGUARD ULTRA-SHORT BOND ETF
Shares600
Event2026-03-31
Filed2026-05-19
CRWD
0.00%CROWDSTRIKE HLDGS INC CL A
Shares75
Event2026-03-31
Filed2026-05-19
IYE
0.00%ISHARES U.S. ENERGY ETF
Shares450
Event2026-03-31
Filed2026-05-19
BIV
0.00%VANGUARD INTERMEDIATE-TERM BOND ETF
Shares375
Event2026-03-31
Filed2026-05-19
INVESCO S&P 500 EQUAL WEIGHT ETF
0.00%INVESCO S&P 500 EQUAL WEIGHT ETF
Shares150
Event2026-03-31
Filed2026-05-19
VAW
0.00%VANGUARD MATERIALS ETF
Shares125
Event2026-03-31
Filed2026-05-19
PFF
0.00%ISHARES PREFERRED & INCOME SECURITIES ETF
Shares919
Event2026-03-31
Filed2026-05-19
ICSH
0.00%ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
Shares550
Event2026-03-31
Filed2026-05-19
WSM
0.00%WILLIAMS SONOMA INC COM
Shares150
Event2026-03-31
Filed2026-05-19
SIXG
0.00%DEFIANCE CONNECTIVE TECHNOLOGIES ETF
Shares400
Event2026-03-31
Filed2026-05-19
ICE
0.00%INTERCONTINENTAL EXCHANGE INC COM
Shares170
Event2026-03-31
Filed2026-05-19
CORP
0.00%PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF
Shares275
Event2026-03-31
Filed2026-05-19
AGZD
0.00%WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND
Shares1.2K
Event2026-03-31
Filed2026-05-19
UNH
0.00%UNITEDHEALTH GROUP INC COM
Shares96
Event2026-03-31
Filed2026-05-19
SITM
0.00%SITIME CORP COM
Shares75
Event2026-03-31
Filed2026-05-19
BAB
0.00%INVESCO TAXABLE MUNICIPAL BOND ETF
Shares950
Event2026-03-31
Filed2026-05-19
MDYV
0.00%STATE STREET SPDR S&P 400 MID CAP VALUE ETF
Shares300
Event2026-03-31
Filed2026-05-19
IDU
0.00%ISHARES U.S. UTILITIES ETF
Shares218
Event2026-03-31
Filed2026-05-19
ABT
0.00%ABBOTT LABORATORIES COM
Shares241
Event2026-03-31
Filed2026-05-19
USHY
0.00%ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
Shares670
Event2026-03-31
Filed2026-05-19
ARM
0.00%ARM HOLDINGS PLC SPONSORED ADS
Shares160
Event2026-03-31
Filed2026-05-19
FTDS
0.00%FIRST TRUST DIVIDEND STRENGTH ETF
Shares400
Event2026-03-31
Filed2026-05-19
NDAQ
0.00%NASDAQ INC COM
Shares282
Event2026-03-31
Filed2026-05-19
IJR
0.00%ISHARES CORE S&P SMALL CAP ETF
Shares192
Event2026-03-31
Filed2026-05-19
SUSL
0.00%ISHARES ESG MSCI USA LEADERS ETF
Shares210
Event2026-03-31
Filed2026-05-19
PII
0.00%POLARIS INC COM
Shares424
Event2026-03-31
Filed2026-05-19
HXL
0.00%HEXCEL CORP NEW COM
Shares280
Event2026-03-31
Filed2026-05-19
SON
0.00%SONOCO PRODS CO COM
Shares418
Event2026-03-31
Filed2026-05-19
JXI
0.00%ISHARES GLOBAL UTILITIES ETF
Shares257
Event2026-03-31
Filed2026-05-19
NFLX
-39.47%NETFLIX INC. COM
Shares230
Event2026-03-31
Filed2026-05-19
IOO
0.00%ISHARES GLOBAL 100 ETF
Shares180
Event2026-03-31
Filed2026-05-19
ESML
0.00%ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
Shares442
Event2026-03-31
Filed2026-05-19
NUMG
0.00%NUVEEN ESG MID-CAP GROWTH ETF
Shares505
Event2026-03-31
Filed2026-05-19
VDC
0.00%VANGUARD CONSUMER STAPLES ETF
Shares90
Event2026-03-31
Filed2026-05-19
CGCP
0.00%CAPITAL GROUP CORE PLUS INCOME ETF
Shares900
Event2026-03-31
Filed2026-05-19
APP
NewAPPLOVIN CORP COM CL A
Shares50
Event2026-03-31
Filed2026-05-19
HYXF
0.00%ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF
Shares425
Event2026-03-31
Filed2026-05-19
MKC
0.00%MCCORMICK & CO INC COM NON VTG
Shares386
Event2026-03-31
Filed2026-05-19
IYM
0.00%ISHARES U.S. BASIC MATERIALS ETF
Shares110
Event2026-03-31
Filed2026-05-19
AIQ
0.00%GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
Shares408
Event2026-03-31
Filed2026-05-19
ASMIY
0.00%ASM INTL NV NY REGISTER SH
Shares25
Event2026-03-31
Filed2026-05-19
BSX
0.00%BOSTON SCIENTIFIC CORP COM
Shares300
Event2026-03-31
Filed2026-05-19
DDOG
27.20%DATADOG INC CL A COM
Shares159
Event2026-03-31
Filed2026-05-19
SHEL
0.00%SHELL PLC SPON ADS
Shares200
Event2026-03-31
Filed2026-05-19
ENB
0.00%ENBRIDGE INC COM
Shares335
Event2026-03-31
Filed2026-05-19
DNL
0.00%WISDOMTREE GLOBAL EX-U.S. QUALITY GROWTH FUND
Shares440
Event2026-03-31
Filed2026-05-19
EBAY
0.00%EBAY INC. COM
Shares195
Event2026-03-31
Filed2026-05-19
NESTLE S A SPONSORED ADR
0.00%NESTLE S A SPONSORED ADR
Shares177
Event2026-03-31
Filed2026-05-19
MEDTRONIC PLC SHS
0.00%MEDTRONIC PLC SHS
Shares200
Event2026-03-31
Filed2026-05-19
ENS
0.00%ENERSYS COM
Shares100
Event2026-03-31
Filed2026-05-19
OKLO
75.00%OKLO INC COM CL A
Shares350
Event2026-03-31
Filed2026-05-19
MDYG
0.00%STATE STREET SPDR S&P 400 MID CAP GROWTH ETF
Shares180
Event2026-03-31
Filed2026-05-19
QQMG
0.00%INVESCO ESG NASDAQ 100 ETF
Shares435
Event2026-03-31
Filed2026-05-19
RACE
0.00%FERRARI N V COM
Shares50
Event2026-03-31
Filed2026-05-19
SCHW
0.00%SCHWAB CHARLES CORP COM
Shares180
Event2026-03-31
Filed2026-05-19
DGRO
0.00%ISHARES CORE DIVIDEND GROWTH ETF
Shares238
Event2026-03-31
Filed2026-05-19
RSPH
0.00%INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF
Shares550
Event2026-03-31
Filed2026-05-19
EPD
0.00%ENTERPRISE PRODS PARTNERS L P COM
Shares435
Event2026-03-31
Filed2026-05-19
AEP
0.00%AMERICAN ELEC PWR CO INC COM
Shares125
Event2026-03-31
Filed2026-05-19
IUSG
0.00%ISHARES CORE S&P U.S. GROWTH ETF
Shares104
Event2026-03-31
Filed2026-05-19
STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF
0.00%STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF
Shares169
Event2026-03-31
Filed2026-05-19
QQQE
0.00%DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX ETF
Shares164
Event2026-03-31
Filed2026-05-19
IWS
0.00%ISHARES RUSSELL MID-CAP VALUE ETF
Shares109
Event2026-03-31
Filed2026-05-19
FDVV
0.00%FIDELITY HIGH DIVIDEND ETF
Shares282
Event2026-03-31
Filed2026-05-19
IJH
0.00%ISHARES CORE S&P MID-CAP ETF
Shares230
Event2026-03-31
Filed2026-05-19
VLO
0.00%VALERO ENERGY CORP COM
Shares60
Event2026-03-31
Filed2026-05-19
ALLE
0.00%ALLEGION PLC ORD SHS
Shares101
Event2026-03-31
Filed2026-05-19
LAM RESEARCH CORP COM NEW
13.33%LAM RESEARCH CORP COM NEW
Shares68
Event2026-03-31
Filed2026-05-19
IXC
0.00%ISHARES GLOBAL ENERGY ETF
Shares248
Event2026-03-31
Filed2026-05-19
BASF SE SPONSORED ADR
0.00%BASF SE SPONSORED ADR
Shares905
Event2026-03-31
Filed2026-05-19
GCOW
0.00%PACER GLOBAL CASH COWS DIVIDEND ETF
Shares300
Event2026-03-31
Filed2026-05-19
INTU
0.00%INTUIT COM
Shares32
Event2026-03-31
Filed2026-05-19
U
0.00%UNITY SOFTWARE INC COM
Shares626
Event2026-03-31
Filed2026-05-19
SNOW
82.00%SNOWFLAKE INC COM SHS
Shares91
Event2026-03-31
Filed2026-05-19
EEMV
0.00%ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF
Shares212
Event2026-03-31
Filed2026-05-19
MMM
0.00%3M CO COM
Shares90
Event2026-03-31
Filed2026-05-19
OXY
0.00%OCCIDENTAL PETE CORP COM
Shares200
Event2026-03-31
Filed2026-05-19
VERSANT MEDIA GROUP INC COM CL A
NewVERSANT MEDIA GROUP INC COM CL A
Shares349
Event2026-03-31
Filed2026-05-19
SDG
0.00%ISHARES MSCI GLOBAL SUSTAINABLE DEVELOPMENT GOALS ETF
Shares150
Event2026-03-31
Filed2026-05-19
CHTR
0.00%CHARTER COMMUNICATIONS INC CL A
Shares58
Event2026-03-31
Filed2026-05-19
LDEM
0.00%ISHARES ESG MSCI EM LEADERS ETF
Shares215
Event2026-03-31
Filed2026-05-19
IBND
0.00%STATE STREET SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF
Shares400
Event2026-03-31
Filed2026-05-19
IYG
0.00%ISHARES US FINANCIAL SERVICES ETF
Shares150
Event2026-03-31
Filed2026-05-19
GSK PLC SPONSORED ADR
0.00%GSK PLC SPONSORED ADR
Shares221
Event2026-03-31
Filed2026-05-19
XLV
0.00%STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
Shares84
Event2026-03-31
Filed2026-05-19
MDB
0.00%MONGODB INC CL A
Shares50
Event2026-03-31
Filed2026-05-19
WCN
0.00%WASTE CONNECTIONS INC COM
Shares75
Event2026-03-31
Filed2026-05-19
DASH
NewDOORDASH INC CL A
Shares81
Event2026-03-31
Filed2026-05-19
RSPD
0.00%INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF
Shares225
Event2026-03-31
Filed2026-05-19
NBIS
NewNEBIUS GROUP N.V. SHS CLASS A
Shares116
Event2026-03-31
Filed2026-05-19
ADSK
NewAUTODESK INC COM
Shares50
Event2026-03-31
Filed2026-05-19
WEC ENERGY GROUP INC COM
0.00%WEC ENERGY GROUP INC COM
Shares102
Event2026-03-31
Filed2026-05-19
BAE SYSTEMS PLC SPONSORED ADR
0.00%BAE SYSTEMS PLC SPONSORED ADR
Shares100
Event2026-03-31
Filed2026-05-19
IYR
0.00%ISHARES U.S. REAL ESTATE ETF
Shares120
Event2026-03-31
Filed2026-05-19
DLTR
0.00%DOLLAR TREE INC COM
Shares100
Event2026-03-31
Filed2026-05-19
BLX
0.00%BANCO LATINOAMERICANO DE COMER SHS E
Shares213
Event2026-03-31
Filed2026-05-19
PGX
0.00%INVESCO PREFERRED ETF
Shares1.0K
Event2026-03-31
Filed2026-05-19
HDV
0.00%ISHARES CORE HIGH DIVIDEND ETF
Shares80
Event2026-03-31
Filed2026-05-19
LGLV
0.00%STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF
Shares60
Event2026-03-31
Filed2026-05-19
SYM
0.00%SYMBOTIC INC CLASS A COM
Shares200
Event2026-03-31
Filed2026-05-19
XSLV
0.00%INVESCO S&P SMALLCAP LOW VOLATILITY ETF
Shares225
Event2026-03-31
Filed2026-05-19
LNW
0.00%LIGHT & WONDER INC COM
Shares125
Event2026-03-31
Filed2026-05-19
FCX
0.00%FREEPORT MCMORAN INC CL B
Shares176
Event2026-03-31
Filed2026-05-19
QCOM
0.00%QUALCOMM INC COM
Shares80
Event2026-03-31
Filed2026-05-19
SLV
NewISHARES SILVER TRUST
Shares150
Event2026-03-31
Filed2026-05-19
MINT
0.00%PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
Shares100
Event2026-03-31
Filed2026-05-19
CRBN
0.00%ISHARES LOW CARBON OPTIMIZED MSCI ACWI ETF
Shares45
Event2026-03-31
Filed2026-05-19
OBIL
0.00%US TREASURY 12 MONTH BILL ETF
Shares200
Event2026-03-31
Filed2026-05-19
DVA
0.00%DAVITA INC COM
Shares65
Event2026-03-31
Filed2026-05-19
MO
0.00%ALTRIA GROUP INC COM
Shares148
Event2026-03-31
Filed2026-05-19
APD
0.00%AIR PRODUCTS AND CHEMICALS INC COM
Shares34
Event2026-03-31
Filed2026-05-19
TTWO
0.00%TAKE-TWO INTERACTIVE SOFTWARE COM
Shares50
Event2026-03-31
Filed2026-05-19
MS
0.00%MORGAN STANLEY COM NEW
Shares60
Event2026-03-31
Filed2026-05-19
KMB
0.00%KIMBERLY-CLARK CORP COM
Shares100
Event2026-03-31
Filed2026-05-19
SMR
125.00%NUSCALE PWR CORP CL A COM
Shares900
Event2026-03-31
Filed2026-05-19
TXN
0.00%TEXAS INSTRS INC COM
Shares50
Event2026-03-31
Filed2026-05-19
HYZD
0.00%WISDOMTREE INTEREST RATE HEDGED HIGH YIELD BOND FUND
Shares440
Event2026-03-31
Filed2026-05-19
SPH
0.00%SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN
Shares481
Event2026-03-31
Filed2026-05-19
DAIWA HOUSE INDUSTRY CO LTD ADR
0.00%DAIWA HOUSE INDUSTRY CO LTD ADR
Shares300
Event2026-03-31
Filed2026-05-19
PGHY
0.00%INVESCO GLOBAL EX-US HIGH YIELD CORPORATE BOND ETF
Shares480
Event2026-03-31
Filed2026-05-19
AOA
0.00%ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF
Shares105
Event2026-03-31
Filed2026-05-19
UAL
0.00%UNITED AIRLS HLDGS INC COM
Shares99
Event2026-03-31
Filed2026-05-19
SPYD
0.00%STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
Shares200
Event2026-03-31
Filed2026-05-19
ICF
0.00%ISHARES SELECT U.S. REIT ETF
Shares143
Event2026-03-31
Filed2026-05-19
ECG
0.00%EVERUS CONSTR GROUP COM
Shares75
Event2026-03-31
Filed2026-05-19
ACWX
0.00%ISHARES MSCI ACWI EX U.S. ETF
Shares129
Event2026-03-31
Filed2026-05-19
PYPL
0.00%PAYPAL HLDGS INC COM
Shares195
Event2026-03-31
Filed2026-05-19
HITACHI LTD ADR 2 COM
0.00%HITACHI LTD ADR 2 COM
Shares300
Event2026-03-31
Filed2026-05-19
PCY
0.00%INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF
Shares410
Event2026-03-31
Filed2026-05-19
TYL
0.00%TYLER TECHNOLOGIES INC COM
Shares25
Event2026-03-31
Filed2026-05-19
NOW
NewSERVICENOW INC COM
Shares81
Event2026-03-31
Filed2026-05-19
PODD
0.00%INSULET CORP COM
Shares40
Event2026-03-31
Filed2026-05-19
GIS
0.00%GENERAL MILLS INC COM
Shares220
Event2026-03-31
Filed2026-05-19
PHB
0.00%INVESCO BLOOMBERG ENHANCED FALLEN ANGELS ETF
Shares450
Event2026-03-31
Filed2026-05-19
MU
NewMICRON TECHNOLOGY INC COM
Shares23
Event2026-03-31
Filed2026-05-19
EW
0.00%EDWARDS LIFESCIENCES CORP COM
Shares96
Event2026-03-31
Filed2026-05-19
HOG
0.00%HARLEY DAVIDSON INC COM
Shares380
Event2026-03-31
Filed2026-05-19
NTNX
0.00%NUTANIX INC CL A
Shares200
Event2026-03-31
Filed2026-05-19
VECO
0.00%VEECO INSTRS INC DEL COM
Shares223
Event2026-03-31
Filed2026-05-19
DVN
0.00%DEVON ENERGY CORP NEW COM
Shares150
Event2026-03-31
Filed2026-05-19
SCHR
0.00%SCHWAB INTERMEDIATE-TERM US TREASURY ETF
Shares300
Event2026-03-31
Filed2026-05-19
SHOP
80.00%SHOPIFY INC CL A SUB VTG SHS
Shares63
Event2026-03-31
Filed2026-05-19
VOE
0.00%VANGUARD MID-CAP VALUE ETF
Shares40
Event2026-03-31
Filed2026-05-19
BNDX
0.00%VANGUARD TOTAL INTERNATIONAL BOND ETF
Shares152
Event2026-03-31
Filed2026-05-19
GE AEROSPACE COM NEW
4.00%GE AEROSPACE COM NEW
Shares26
Event2026-03-31
Filed2026-05-19
GRID
0.00%FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
Shares44
Event2026-03-31
Filed2026-05-19
ROCKET LAB CORP COM
NewROCKET LAB CORP COM
Shares112
Event2026-03-31
Filed2026-05-19
BNTX
0.00%BIONTECH SE SPONSORED ADS
Shares80
Event2026-03-31
Filed2026-05-19
UPBD
0.00%UPBOUND GROUP INC COM
Shares374
Event2026-03-31
Filed2026-05-19
RY
0.00%ROYAL BK CDA COM
Shares40
Event2026-03-31
Filed2026-05-19
FXI
0.00%ISHARES CHINA LARGE-CAP ETF
Shares180
Event2026-03-31
Filed2026-05-19
CRSP
0.00%CRISPR THERAPEUTICS AG NAMEN AKT
Shares134
Event2026-03-31
Filed2026-05-19
ESGD
0.00%ISHARES ESG AWARE MSCI EAFE ETF
Shares66
Event2026-03-31
Filed2026-05-19
MDU
0.00%MDU RES GROUP INC COM
Shares300
Event2026-03-31
Filed2026-05-19
SIRIUSXM HOLDINGS INC COMMON STOCK
0.00%SIRIUSXM HOLDINGS INC COMMON STOCK
Shares270
Event2026-03-31
Filed2026-05-19
OTIS
0.00%OTIS WORLDWIDE CORP COM
Shares80
Event2026-03-31
Filed2026-05-19
KNF
0.00%KNIFE RIVER CORP COMMON STOCK
Shares75
Event2026-03-31
Filed2026-05-19
LEMB
0.00%ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF
Shares150
Event2026-03-31
Filed2026-05-19
MSI
0.00%MOTOROLA SOLUTIONS INC COM NEW
Shares14
Event2026-03-31
Filed2026-05-19
WMB
0.00%WILLIAMS COS INC COM
Shares81
Event2026-03-31
Filed2026-05-19
SHM
0.00%STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF
Shares120
Event2026-03-31
Filed2026-05-19
FBRT
0.00%FRANKLIN BSP RLTY TR INC COMMON STOCK
Shares657
Event2026-03-31
Filed2026-05-19
ESGE
0.00%ISHARES ESG AWARE MSCI EM ETF
Shares120
Event2026-03-31
Filed2026-05-19
SGOV
0.00%ISHARES 0-3 MONTH TREASURY BOND ETF
Shares54
Event2026-03-31
Filed2026-05-19
CTAS
0.00%CINTAS CORP COM
Shares32
Event2026-03-31
Filed2026-05-19
GTLB
0.00%GITLAB INC CLASS A COM
Shares250
Event2026-03-31
Filed2026-05-19
SFL
0.00%SFL CORPORATION LTD SHS
Shares500
Event2026-03-31
Filed2026-05-19
BA
0.00%BOEING CO COM
Shares27
Event2026-03-31
Filed2026-05-19
NWL
0.00%NEWELL BRANDS INC COM
Shares1.5K
Event2026-03-31
Filed2026-05-19
SPGI
0.00%S&P GLOBAL INC COM
Shares12
Event2026-03-31
Filed2026-05-19
SHYG
0.00%ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
Shares120
Event2026-03-31
Filed2026-05-19
LW
0.00%LAMB WESTON HLDGS INC COM
Shares120
Event2026-03-31
Filed2026-05-19
REET
0.00%ISHARES GLOBAL REIT ETF
Shares200
Event2026-03-31
Filed2026-05-19
UTWO
0.00%US TREASURY 2 YEAR NOTE ETF
Shares100
Event2026-03-31
Filed2026-05-19
WBD
NewWARNER BROS DISCOVERY INC COM SER A
Shares173
Event2026-03-31
Filed2026-05-19
VCEB
0.00%VANGUARD ESG U.S. CORPORATE BOND ETF
Shares75
Event2026-03-31
Filed2026-05-19
HYDB
0.00%ISHARES HIGH YIELD SYSTEMATIC BOND ETF
Shares100
Event2026-03-31
Filed2026-05-19
SLB
0.00%SLB LIMITED COM STK
Shares90
Event2026-03-31
Filed2026-05-19
XJH
0.00%ISHARES ESG SELECT SCREENED S&P MID-CAP ETF
Shares100
Event2026-03-31
Filed2026-05-19
CRWV
NewCOREWEAVE INC COM CL A
Shares56
Event2026-03-31
Filed2026-05-19
APA CORPORATION COM
0.00%APA CORPORATION COM
Shares100
Event2026-03-31
Filed2026-05-19
COPX
NewGLOBAL X COPPER MINERS ETF
Shares54
Event2026-03-31
Filed2026-05-19
DHI
0.00%D R HORTON INC COM
Shares30
Event2026-03-31
Filed2026-05-19
FLTR
0.00%VANECK IG FLOATING RATE ETF
Shares160
Event2026-03-31
Filed2026-05-19
WDC
NewWESTERN DIGITAL CORP COM
Shares15
Event2026-03-31
Filed2026-05-19
NOK
0.00%NOKIA CORP SPONSORED ADR
Shares500
Event2026-03-31
Filed2026-05-19
EDIV
0.00%STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF
Shares100
Event2026-03-31
Filed2026-05-19
CAH
0.00%CARDINAL HEALTH INC COM
Shares18
Event2026-03-31
Filed2026-05-19
RWX
0.00%STATE STREET SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF
Shares142
Event2026-03-31
Filed2026-05-19
SJNK
0.00%STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
Shares150
Event2026-03-31
Filed2026-05-19
NMM
0.00%NAVIOS MARITIME PARTNERS LP COM UNIT LPI
Shares55
Event2026-03-31
Filed2026-05-19
M
0.00%MACYS INC COM
Shares200
Event2026-03-31
Filed2026-05-19
CDW
0.00%CDW CORP COM
Shares30
Event2026-03-31
Filed2026-05-19
SPEU
0.00%STATE STREET SPDR PORTFOLIO EUROPE ETF
Shares70
Event2026-03-31
Filed2026-05-19
UPS
0.00%UNITED PARCEL SVCS INC CL B
Shares35
Event2026-03-31
Filed2026-05-19
IVOO
0.00%VANGUARD S&P MID-CAP 400 ETF
Shares30
Event2026-03-31
Filed2026-05-19
ED
0.00%CONSOLIDATED EDISON INC COM
Shares30
Event2026-03-31
Filed2026-05-19
SLYV
0.00%STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF
Shares35
Event2026-03-31
Filed2026-05-19
UBER
NewUBER TECHNOLOGIES INC COM
Shares46
Event2026-03-31
Filed2026-05-19
JOBY
0.00%JOBY AVIATION INC COMMON STOCK
Shares400
Event2026-03-31
Filed2026-05-19
OPEN
0.00%OPENDOOR TECHNOLOGIES INC COM
Shares700
Event2026-03-31
Filed2026-05-19
BLDR
0.00%BUILDERS FIRSTSOURCE INC COM
Shares38
Event2026-03-31
Filed2026-05-19
PSK
0.00%STATE STREET SPDR ICE PREFERRED SECURITIES ETF
Shares101
Event2026-03-31
Filed2026-05-19
CAG
0.00%CONAGRA BRANDS INC COM
Shares191
Event2026-03-31
Filed2026-05-19
NXPI
0.00%NXP SEMICONDUCTORS N V COM
Shares15
Event2026-03-31
Filed2026-05-19
MBB
0.00%ISHARES MBS ETF
Shares30
Event2026-03-31
Filed2026-05-19
AGG
0.00%ISHARES CORE U.S. AGGREGATE BOND ETF
Shares27
Event2026-03-31
Filed2026-05-19
GBTC
0.00%GRAYSCALE BITCOIN TRUST ETF
Shares50
Event2026-03-31
Filed2026-05-19
ADM
0.00%ARCHER DANIELS MIDLAND CO COM
Shares35
Event2026-03-31
Filed2026-05-19
XBI
0.00%STATE STREET SPDR S&P BIOTECH ETF
Shares20
Event2026-03-31
Filed2026-05-19
PRU
0.00%PRUDENTIAL FINL INC COM
Shares26
Event2026-03-31
Filed2026-05-19
ISTB
0.00%ISHARES CORE 1-5 YEAR USD BOND ETF
Shares50
Event2026-03-31
Filed2026-05-19
HYG
0.00%ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
Shares30
Event2026-03-31
Filed2026-05-19
ALNY
0.00%ALNYLAM PHARMACEUTICALS INC COM
Shares7
Event2026-03-31
Filed2026-05-19
KHC
-42.53%KRAFT HEINZ CO COM
Shares100
Event2026-03-31
Filed2026-05-19
TOKYO ELECTRON LTD UNSPON ADR
NewTOKYO ELECTRON LTD UNSPON ADR
Shares18
Event2026-03-31
Filed2026-05-19
BABA
0.00%ALIBABA GROUP HLDG LTD SPONSORED ADS
Shares17
Event2026-03-31
Filed2026-05-19
RWO
0.00%STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF
Shares43
Event2026-03-31
Filed2026-05-19
TNDM
0.00%TANDEM DIABETES CARE INC COM NEW
Shares100
Event2026-03-31
Filed2026-05-19
FG
0.00%F&G ANNUITIES & LIFE INC COMMON STOCK
Shares72
Event2026-03-31
Filed2026-05-19
FNDB
0.00%SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF
Shares66
Event2026-03-31
Filed2026-05-19
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available