The Analysis of GILL CAPITAL PARTNERS, LLC's Holdings & P&L


Currently, GILL CAPITAL PARTNERS, LLC holds 701 types of securities in its portfolio with a total value $347.6M. In the most recent quarter, they have increased their positions in QQQM (+28.4K shares, valued at $6.7M), VEA (+35.1K shares, valued at $2.2M), BSCZ (+46.2K shares, valued at $947.9K); decreased their positions in N/A (-10.8K shares, valued at $6.2M), KR (-50.0K shares, valued at $3.6M), N/A (-735 shares, valued at $210.9K); initiated new positions in QQQM (+28.4K shares, valued at $6.7M), IJAN (+15.7K shares, valued at $568.7K), LMT (+916 shares, valued at $553.6K).


1M P&L
+8.7M+2.71%
3M P&L
-133.3M-28.69%
HY P&L
-118.3M-26.32%

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/A283.4M
85.8%
2Grocery Stores10.9M
3.3%
3Semiconductors4.3M
1.3%

Top Industries by Stock Count

1N/A301 stocks
46.5%
2Software - Infrastructure20 stocks
3.1%
3Software - Application18 stocks
2.8%
Stock Holdings
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
11.23%
Shares347.4K
Event2026-03-31
Filed2026-04-13
VUG
VANGUARD GROWTH ETF
0.78%
Shares41.6K
Event2026-03-31
Filed2026-04-13
VTV
VANGUARD VALUE ETF
1.10%
Shares85.5K
Event2026-03-31
Filed2026-04-13
SCHG
SCHWAB US LARGE CAP GROWTH ETF
-0.10%
Shares458.7K
Event2026-03-31
Filed2026-04-13
JAVA
JPMORGAN ACTIVE VALUE ETF
6.51%
Shares179.8K
Event2026-03-31
Filed2026-04-13
BSCT
INVESCO BULLETSHARES 2029 CORPORATE BOND ETF
0.97%
Shares665.2K
Event2026-03-31
Filed2026-04-13
VO
VANGUARD MID CAP
4.39%
Shares41.9K
Event2026-03-31
Filed2026-04-13
SCHV
SCHWAB US LARGE CAP VALUE ETF
-0.04%
Shares385.4K
Event2026-03-31
Filed2026-04-13
BSCW
INVESCO BULLETSHARES 2032 CORPORATE BOND ETF
1.90%
Shares559.5K
Event2026-03-31
Filed2026-04-13
KR
KROGER CO COM
-25.00%
Shares150.0K
Event2026-03-31
Filed2026-04-13
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
2.26%
Shares362.2K
Event2026-03-31
Filed2026-04-13
SCHM
SCHWAB US MID-CAP ETF
-0.67%
Shares257.0K
Event2026-03-31
Filed2026-04-13
POWERSHARES QQQ TR
POWERSHARES QQQ TR
-44.01%
Shares13.7K
Event2026-03-31
Filed2026-04-13
VB
VANGUARD SMALL CAP ETF
1.96%
Shares29.4K
Event2026-03-31
Filed2026-04-13
SCHA
SCHWAB ETFS- US SMALL-CAP ETF
-0.48%
Shares235.7K
Event2026-03-31
Filed2026-04-13
QQQM
INVESCO NASDAQ 100 ETF
New
Shares28.4K
Event2026-03-31
Filed2026-04-13
PAUG
INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST
-0.72%
Shares139.3K
Event2026-03-31
Filed2026-04-13
PAPR
INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL
-0.24%
Shares144.5K
Event2026-03-31
Filed2026-04-13
PJAN
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY
7.76%
Shares119.9K
Event2026-03-31
Filed2026-04-13
PDEC
INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER
0.51%
Shares116.7K
Event2026-03-31
Filed2026-04-13
BSCY
INVESCO BULLETSHARES 2034 CORPORATE BOND ETF
4.79%
Shares237.7K
Event2026-03-31
Filed2026-04-13
PNOV
INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER
-2.04%
Shares102.8K
Event2026-03-31
Filed2026-04-13
BSCZ
INVESCO BULLETSHARES 2035 CORPORATE BOND ETF
30.26%
Shares198.9K
Event2026-03-31
Filed2026-04-13
BSCQ
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF
-0.79%
Shares197.7K
Event2026-03-31
Filed2026-04-13
AAPL
APPLE INC
-0.62%
Shares14.4K
Event2026-03-31
Filed2026-04-13
NVDA
NVIDIA CORPORATION COM
1.75%
Shares20.8K
Event2026-03-31
Filed2026-04-13
CSM
PROSHARES LARGE CAP CORE PLUS
-5.47%
Shares45.1K
Event2026-03-31
Filed2026-04-13
PFEB
INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY
0.43%
Shares76.4K
Event2026-03-31
Filed2026-04-13
BSCS
INVESCO BULLETSHARES 2028 CORPORATE BOND ETF
4.69%
Shares148.5K
Event2026-03-31
Filed2026-04-13
SCHW
CHARLES SCHWAB CORP
-5.94%
Shares31.7K
Event2026-03-31
Filed2026-04-13
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-1.98%
Shares49.6K
Event2026-03-31
Filed2026-04-13
NEA
NUVEEN AMT FREE QLTY MUN INCME COM
-0.70%
Shares241.9K
Event2026-03-31
Filed2026-04-13
MSFT
MICROSOFT
3.65%
Shares7.1K
Event2026-03-31
Filed2026-04-13
PMAR
INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH
0.84%
Shares58.1K
Event2026-03-31
Filed2026-04-13
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
7.65%
Shares43.7K
Event2026-03-31
Filed2026-04-13
NAD
NUVEEN QUALITY MUNCP INCOME FD COM
0.00%
Shares198.6K
Event2026-03-31
Filed2026-04-13
VWO
VANGUARD FTSE EMERGING MARKETS ETF
0.98%
Shares41.2K
Event2026-03-31
Filed2026-04-13
PDI
PIMCO DYNAMIC INCOME FD SHS
-3.68%
Shares127.1K
Event2026-03-31
Filed2026-04-13
VTI
VANGUARD TOTAL STOCK MARKET ETF
-5.41%
Shares6.4K
Event2026-03-31
Filed2026-04-13
AMZN
AMAZON.COM INC
4.66%
Shares9.8K
Event2026-03-31
Filed2026-04-13
PML
PIMCO MUN INCOME FD II COM
8.48%
Shares264.2K
Event2026-03-31
Filed2026-04-13
POCT
INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER
-5.35%
Shares43.0K
Event2026-03-31
Filed2026-04-13
FPE
FIRST TRUST PREFERRED SECURITIES & INCOME ETF
-8.01%
Shares103.2K
Event2026-03-31
Filed2026-04-13
BERKSHIRE HATHAWAY INC DEL CL B NEW
BERKSHIRE HATHAWAY INC DEL CL B NEW
0.00%
Shares3.8K
Event2026-03-31
Filed2026-04-13
GOOGLE INC
GOOGLE INC
0.00%
Shares5.2K
Event2026-03-31
Filed2026-04-13
ALPHABET INC CAP STK CL C
ALPHABET INC CAP STK CL C
-12.69%
Shares5.1K
Event2026-03-31
Filed2026-04-13
BROADCOM INC COM
BROADCOM INC COM
0.00%
Shares4.6K
Event2026-03-31
Filed2026-04-13
VGT
VANGUARD INFORMATION TECHNOLOGY
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-13
VV
VANGUARD LARGE-CAP ETF
0.63%
Shares4.8K
Event2026-03-31
Filed2026-04-13
VANGUARD S&P 500 ETF
VANGUARD S&P 500 ETF
6.75%
Shares2.4K
Event2026-03-31
Filed2026-04-13
PJUL
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY
-1.21%
Shares30.1K
Event2026-03-31
Filed2026-04-13
INOV
INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF NOVEMBER
1.91%
Shares38.1K
Event2026-03-31
Filed2026-04-13
IAUG
INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF AUGUST
-2.35%
Shares44.4K
Event2026-03-31
Filed2026-04-13
PMAY
INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY
0.00%
Shares29.8K
Event2026-03-31
Filed2026-04-13
IOCT
INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - OCTOBER
-4.04%
Shares33.7K
Event2026-03-31
Filed2026-04-13
NBB
NUVEEN TAXABLE MUNICPAL INM FD COM
-1.69%
Shares73.5K
Event2026-03-31
Filed2026-04-13
IAPR
INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - APRIL
0.00%
Shares35.1K
Event2026-03-31
Filed2026-04-13
COST
COSTCO WHOLESALE CORP
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-13
KJUL
INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JULY
0.00%
Shares32.4K
Event2026-03-31
Filed2026-04-13
AM
ANTERO MIDSTREAM CORP COM
90.40%
Shares45.1K
Event2026-03-31
Filed2026-04-13
EJAN
INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARY
2.14%
Shares25.5K
Event2026-03-31
Filed2026-04-13
IDEC
INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF DECEMBER
3.23%
Shares25.8K
Event2026-03-31
Filed2026-04-13
AR
ANTERO RESOURCES CORP COM
116.42%
Shares19.7K
Event2026-03-31
Filed2026-04-13
IVV
ISHARES S&P 500 INDEX
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-13
TJAN
INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JANUARY 2027
0.00%
Shares28.3K
Event2026-03-31
Filed2026-04-13
PJUN
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE
0.00%
Shares17.6K
Event2026-03-31
Filed2026-04-13
XOM
EXXON MOBIL CORP COM
0.09%
Shares4.2K
Event2026-03-31
Filed2026-04-13
FMN
FEDERATED HERMES PREM MUNI INM COM
-0.28%
Shares65.2K
Event2026-03-31
Filed2026-04-13
SHOP
SHOPIFY INC CL A SUB VTG SHS
2.97%
Shares6.0K
Event2026-03-31
Filed2026-04-13
BMAY
INNOVATOR U.S. EQUITY BUFFER ETF - MAY
0.00%
Shares14.8K
Event2026-03-31
Filed2026-04-13
SCHX
SCHWAB STRATEGIC TR US LRG CAP ETF
-3.90%
Shares23.2K
Event2026-03-31
Filed2026-04-13
IJAN
INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY
New
Shares15.7K
Event2026-03-31
Filed2026-04-13
JNJ
JOHNSON & JOHNSON COM
0.00%
Shares2.3K
Event2026-03-31
Filed2026-04-13
LMT
LOCKHEED MARTIN CORP
New
Shares916
Event2026-03-31
Filed2026-04-13
META
META PLATFORMS INC CL A
-3.04%
Shares957
Event2026-03-31
Filed2026-04-13
JFR
NUVEEN FLOATING RATE INCOME FD COM
0.03%
Shares70.0K
Event2026-03-31
Filed2026-04-13
NET
CLOUDFLARE INC CL A COM
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-13
TIP
ISHARES TIPS BOND ETF
0.00%
Shares4.7K
Event2026-03-31
Filed2026-04-13
BKLN
POWERSHARES ETF SENIOR LOAN PORT NYSE ARCA INC
0.46%
Shares24.9K
Event2026-03-31
Filed2026-04-13
SCMB
SCHWAB MUNICIPAL BOND ETF
0.00%
Shares19.4K
Event2026-03-31
Filed2026-04-13
JPM
JPMORGAN CHASE & CO COM
-2.91%
Shares1.7K
Event2026-03-31
Filed2026-04-13
IVW
ISHARES S&P 500 GROWTH ETF
0.00%
Shares4.2K
Event2026-03-31
Filed2026-04-13
SPY
SPDR S&P 500 ETF
-12.10%
Shares712
Event2026-03-31
Filed2026-04-13
PIM
PUTNAM MASTER INTER INCOME TR SH BEN INT
1.30%
Shares139.7K
Event2026-03-31
Filed2026-04-13
CXW
CORECIVIC INC COM
62.25%
Shares23.6K
Event2026-03-31
Filed2026-04-13
IMAR
INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF MARCH
18.60%
Shares15.1K
Event2026-03-31
Filed2026-04-13
IJUL
INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY
0.00%
Shares12.7K
Event2026-03-31
Filed2026-04-13
SBUX
STARBUCKS CORP
0.02%
Shares4.8K
Event2026-03-31
Filed2026-04-13
SYK
STRYKER CORP
0.08%
Shares1.3K
Event2026-03-31
Filed2026-04-13
IAUM
ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST
0.00%
Shares8.4K
Event2026-03-31
Filed2026-04-13
AFL
AFLAC INC COM
0.00%
Shares3.5K
Event2026-03-31
Filed2026-04-13
RA
BROOKFIELD REAL ASSETS INCOME SHS BEN INT
0.24%
Shares29.2K
Event2026-03-31
Filed2026-04-13
PNC
PNC FINL SVCS GROUP INC COM
New
Shares1.7K
Event2026-03-31
Filed2026-04-13
IFEB
INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARY
New
Shares11.9K
Event2026-03-31
Filed2026-04-13
HSY
HERSHEY CO COM
0.65%
Shares1.7K
Event2026-03-31
Filed2026-04-13
ABBV
ABBVIE INC COM
-1.43%
Shares1.6K
Event2026-03-31
Filed2026-04-13
IBM
INTL BUSINESS MACHINES
-2.06%
Shares1.4K
Event2026-03-31
Filed2026-04-13
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-6.81%
Shares6.8K
Event2026-03-31
Filed2026-04-13
SPYV
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
0.00%
Shares5.9K
Event2026-03-31
Filed2026-04-13
BMO
BANK OF MONTREAL
0.00%
Shares2.4K
Event2026-03-31
Filed2026-04-13
INTU
INTUIT COM
0.00%
Shares750
Event2026-03-31
Filed2026-04-13
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
-7.31%
Shares6.3K
Event2026-03-31
Filed2026-04-13
KGC
KINROSS GOLD CORP NEW COM
0.00%
Shares10.3K
Event2026-03-31
Filed2026-04-13
NDEC
INNOVATOR GROWTH-100 POWER BUFFER ETF - DECEMBER
11.36%
Shares11.3K
Event2026-03-31
Filed2026-04-13
PEP
PEPSICO INC COM
-0.94%
Shares1.9K
Event2026-03-31
Filed2026-04-13
ORCL
ORACLE CORPORATION
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-13
EEM
ISHARES MSCI EMERGING MARKETS ETF
-1.76%
Shares4.9K
Event2026-03-31
Filed2026-04-13
NNOV
INNOVATOR GROWTH-100 POWER BUFFER ETF - NOVEMBER
0.00%
Shares10.0K
Event2026-03-31
Filed2026-04-13
QQQJ
INVESCO NASDAQ NEXT GEN 100 ETF
0.00%
Shares7.6K
Event2026-03-31
Filed2026-04-13
IEO
ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF
New
Shares2.2K
Event2026-03-31
Filed2026-04-13
TSLA
TESLA INC COM
0.27%
Shares732
Event2026-03-31
Filed2026-04-13
SPYG
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
0.00%
Shares2.8K
Event2026-03-31
Filed2026-04-13
MUA
BLACKROCK MUNIASSETS FD INC COM
-0.59%
Shares25.1K
Event2026-03-31
Filed2026-04-13
SCHE
SCHWAB EMERGING MARKET EQ ETF
0.00%
Shares8.0K
Event2026-03-31
Filed2026-04-13
MHF
WESTERN ASSET MUN HIGH INCOME COM
0.00%
Shares37.0K
Event2026-03-31
Filed2026-04-13
PG
PROCTER & GAMBLE CO COM
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-13
SDOG
ALPS ETF TR SECTOR DIVIDEND DOGS ETF
0.00%
Shares3.9K
Event2026-03-31
Filed2026-04-13
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-4.01%
Shares598
Event2026-03-31
Filed2026-04-13
ZOCT
INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR OCTOBER
0.00%
Shares9.4K
Event2026-03-31
Filed2026-04-13
MCD
MCDONALDS CORP COM
2.17%
Shares800
Event2026-03-31
Filed2026-04-13
CSCO
CISCO SYS INC
0.00%
Shares3.2K
Event2026-03-31
Filed2026-04-13
PLTR
PALANTIR TECHNOLOGIES INC CL A
-1.82%
Shares1.7K
Event2026-03-31
Filed2026-04-13
DNP
DNP SELECT INCOME FD INC COM
0.00%
Shares23.6K
Event2026-03-31
Filed2026-04-13
EATON CORP PLC SHS
EATON CORP PLC SHS
0.00%
Shares645
Event2026-03-31
Filed2026-04-13
BSCV
INVESCO BULLETSHARES 2031 CORPORATE BOND ETF
New
Shares13.9K
Event2026-03-31
Filed2026-04-13
ISEP
INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - SEPTEMBER
-1.50%
Shares6.9K
Event2026-03-31
Filed2026-04-13
YUM
YUM! BRANDS INC
-1.17%
Shares1.4K
Event2026-03-31
Filed2026-04-13
ISHARES GOLD TRUST ETF
ISHARES GOLD TRUST ETF
-1.14%
Shares2.5K
Event2026-03-31
Filed2026-04-13
KO
COCA COLA CO COM
0.00%
Shares2.9K
Event2026-03-31
Filed2026-04-13
WMB
WILLIAMS COS INC COM
New
Shares3.0K
Event2026-03-31
Filed2026-04-13
WMT
WALMART INC COM
New
Shares1.7K
Event2026-03-31
Filed2026-04-13
KAPR
INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL
0.00%
Shares5.9K
Event2026-03-31
Filed2026-04-13
IJUN
INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF- JUNE
0.00%
Shares7.2K
Event2026-03-31
Filed2026-04-13
PSEP
INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER
0.00%
Shares4.8K
Event2026-03-31
Filed2026-04-13
JGRO
JPMORGAN ACTIVE GROWTH ETF
0.00%
Shares2.4K
Event2026-03-31
Filed2026-04-13
ABT
ABBOTT LABORATORIES COM
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-13
PMM
PUTNAM MANAGED MUN INCOME TR
0.00%
Shares32.0K
Event2026-03-31
Filed2026-04-13
DIS
DISNEY WALT CO COM
8.48%
Shares2.0K
Event2026-03-31
Filed2026-04-13
AMD
ADVANCED MICRO DEVICES INC COM
New
Shares946
Event2026-03-31
Filed2026-04-13
XLK
TECHNOLOGY SELECT SECTOR SPDR
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-13
DFUS
DIMENSIONAL U.S. EQUITY MARKET ETF
New
Shares2.7K
Event2026-03-31
Filed2026-04-13
FRA
BLACKROCK FLOATING RATE INCOME COM
0.00%
Shares17.1K
Event2026-03-31
Filed2026-04-13
OUNZ
VANECK MERK GOLD ETF
New
Shares3.9K
Event2026-03-31
Filed2026-04-13
CHAT
ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF
New
Shares2.9K
Event2026-03-31
Filed2026-04-13
KJAN
INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY
New
Shares4.2K
Event2026-03-31
Filed2026-04-13
EAPR
INNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL
New
Shares5.8K
Event2026-03-31
Filed2026-04-13
MU
MICRON TECHNOLOGY INC COM
New
Shares509
Event2026-03-31
Filed2026-04-13
NEE
NEXTERA ENERGY INC COM
New
Shares1.8K
Event2026-03-31
Filed2026-04-13
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
New
Shares6.0K
Event2026-03-31
Filed2026-04-13
GE AEROSPACE COM NEW
GE AEROSPACE COM NEW
New
Shares585
Event2026-03-31
Filed2026-04-13
CRM
SALESFORCE COM
-19.71%
Shares880
Event2026-03-31
Filed2026-04-13
IYF
ISHARES U.S. FINANCIALS ETF
New
Shares1.4K
Event2026-03-31
Filed2026-04-13
GWW
WW GRAINGER INC COM
New
Shares145
Event2026-03-31
Filed2026-04-13
JPC
NUVEEN PREFERRED AND CONVERTIBLE INCOME FU
-8.24%
Shares20.9K
Event2026-03-31
Filed2026-04-13
JTEK
JPMORGAN U.S. TECH LEADERS ETF
New
Shares1.9K
Event2026-03-31
Filed2026-04-13
IEFA
ISHARES CORE MSCI EAFE ETF
New
Shares1.7K
Event2026-03-31
Filed2026-04-13
CVX
CHEVRON CORPORATION COM
New
Shares736
Event2026-03-31
Filed2026-04-13
IWM
ISHARES RUSSELL 2000 ETF
New
Shares609
Event2026-03-31
Filed2026-04-13
VIG
VANGUARD DIVIDEND APPRECIATION ETF
New
Shares698
Event2026-03-31
Filed2026-04-13
GEV
GE VERNOVA INC COM
New
Shares169
Event2026-03-31
Filed2026-04-13
EJUL
INNOVATOR EMERGING MARKETS POWER BUFFER ETF - JULY
New
Shares4.9K
Event2026-03-31
Filed2026-04-13
GENERAL DYNAMICS CORP COM
GENERAL DYNAMICS CORP COM
New
Shares427
Event2026-03-31
Filed2026-04-13
MARVELL TECHNOLOGY INC COM
MARVELL TECHNOLOGY INC COM
New
Shares1.5K
Event2026-03-31
Filed2026-04-13
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
New
Shares2.1K
Event2026-03-31
Filed2026-04-13
EPD
ENTERPRISE PRODS PARTNERS L P
New
Shares3.7K
Event2026-03-31
Filed2026-04-13
T
AT&T INC COM
New
Shares4.8K
Event2026-03-31
Filed2026-04-13
UTF
COHEN & STEERS INFRASTRUCTURE COM
New
Shares5.3K
Event2026-03-31
Filed2026-04-13
O
REALTY INCOME CORP COM
New
Shares2.2K
Event2026-03-31
Filed2026-04-13
AIQ
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
New
Shares2.9K
Event2026-03-31
Filed2026-04-13
ACCENTURE LTD BERMUDA CL A
ACCENTURE LTD BERMUDA CL A
New
Shares667
Event2026-03-31
Filed2026-04-13
PMO
PUTNAM MUN OPPORTUNITIES TR SH BEN INT
-13.89%
Shares12.8K
Event2026-03-31
Filed2026-04-13
BAC
BANK AMERICA CORP COM
New
Shares2.6K
Event2026-03-31
Filed2026-04-13
WFC
WELLS FARGO & CO COM
New
Shares1.6K
Event2026-03-31
Filed2026-04-13
GUNR
FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
New
Shares2.2K
Event2026-03-31
Filed2026-04-13
KIO
KKR INCOME OPPORTUNITIES FD COM
-1.64%
Shares11.1K
Event2026-03-31
Filed2026-04-13
PEY
POWERSHARES HY DIVIDEND ACHIEVERS
New
Shares5.7K
Event2026-03-31
Filed2026-04-13
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
New
Shares2.5K
Event2026-03-31
Filed2026-04-13
DBEF
XTRACKERS MSCI EAFE HEDGED EQUITY ETF
New
Shares2.4K
Event2026-03-31
Filed2026-04-13
BDJ
BLACKROCK ENHANCED DIVID ACHIEVERS TR COM
0.00%
Shares13.9K
Event2026-03-31
Filed2026-04-13
IMAY
INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - MAY
New
Shares3.9K
Event2026-03-31
Filed2026-04-13
GLW
CORNING INC COM
New
Shares840
Event2026-03-31
Filed2026-04-13
KNOV
INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - NOVEMBER
New
Shares4.0K
Event2026-03-31
Filed2026-04-13
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
New
Shares1.2K
Event2026-03-31
Filed2026-04-13
PWR
QUANTA SERVICES INC
New
Shares200
Event2026-03-31
Filed2026-04-13
ADP
AUTOMATIC DATA PROCESSING INC COM
New
Shares540
Event2026-03-31
Filed2026-04-13
XLE
ENERGY SELECT SECTOR SPDR
New
Shares1.8K
Event2026-03-31
Filed2026-04-13
ESGV
VANGUARD ESG U.S. STOCK ETF
New
Shares943
Event2026-03-31
Filed2026-04-13
FPF
FIRST TRUST INTERMEDIATE DURATION PREFERRED & INCOME FUND
New
Shares5.9K
Event2026-03-31
Filed2026-04-13
PSA
PUBLIC STORAGE OPER CO COM
New
Shares381
Event2026-03-31
Filed2026-04-13
V
VISA INC
New
Shares339
Event2026-03-31
Filed2026-04-13
BSCR
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF
New
Shares5.1K
Event2026-03-31
Filed2026-04-13
INVESCO BULLETSHARES 2035 MUNICIPAL BOND ETF
INVESCO BULLETSHARES 2035 MUNICIPAL BOND ETF
New
Shares4.0K
Event2026-03-31
Filed2026-04-13
AJAN
INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JANUARY 2028
New
Shares3.6K
Event2026-03-31
Filed2026-04-13
VGM
INVESCO TR INVT GRADE MUNS COM
New
Shares10.0K
Event2026-03-31
Filed2026-04-13
INVESCO RAFI US 1500 SMALL-MID ETF
INVESCO RAFI US 1500 SMALL-MID ETF
New
Shares2.1K
Event2026-03-31
Filed2026-04-13
VMO
INVESCO MUN OPPORTUNIT TR COM
0.00%
Shares10.2K
Event2026-03-31
Filed2026-04-13
NJUL
INNOVATOR GROWTH-100 POWER BUFFER ETF - JULY
New
Shares1.4K
Event2026-03-31
Filed2026-04-13
IBIT
ISHARES BITCOIN TRUST ETF
New
Shares2.5K
Event2026-03-31
Filed2026-04-13
ZFEB
INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR FEBRUARY
New
Shares3.8K
Event2026-03-31
Filed2026-04-13
OKE
ONEOK INC NEW COM
New
Shares1.1K
Event2026-03-31
Filed2026-04-13
IWD
ISHARES RUSSELL 1000 VALUE ETF
New
Shares450
Event2026-03-31
Filed2026-04-13
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
New
Shares284
Event2026-03-31
Filed2026-04-13
ISRG
INTUITIVE SURGICAL INC COM NEW
New
Shares208
Event2026-03-31
Filed2026-04-13
SPMD
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
New
Shares1.6K
Event2026-03-31
Filed2026-04-13
LAPR
INNOVATOR PREMIUM INCOME 15 BUFFER ETF - APRIL
New
Shares3.7K
Event2026-03-31
Filed2026-04-13
GBTC
GRAYSCALE BITCOIN TRUST ETF
New
Shares1.8K
Event2026-03-31
Filed2026-04-13
NAPR
INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL
New
Shares1.7K
Event2026-03-31
Filed2026-04-13
CWB
STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
New
Shares1.0K
Event2026-03-31
Filed2026-04-13
VBR
VANGUARD SMALL CAP VALUE ETF
New
Shares420
Event2026-03-31
Filed2026-04-13
IWR
ISHARES TR RUSSELL MIDCAP INDEX FD
New
Shares932
Event2026-03-31
Filed2026-04-13
INVESCO RAFI US 1000 ETF
INVESCO RAFI US 1000 ETF
New
Shares1.9K
Event2026-03-31
Filed2026-04-13
QCOM
QUALCOMM INC
New
Shares685
Event2026-03-31
Filed2026-04-13
QDF
FLEXSHARES QUALITY DIVIDEND INDEX FUND
New
Shares1.1K
Event2026-03-31
Filed2026-04-13
ARISTA NETWORKS INC COM SHS
ARISTA NETWORKS INC COM SHS
New
Shares716
Event2026-03-31
Filed2026-04-13
MMM
3M CO COM
New
Shares597
Event2026-03-31
Filed2026-04-13
LLY
ELI LILLY & CO COM
New
Shares94
Event2026-03-31
Filed2026-04-13
TTD
THE TRADE DESK INC COM CL A
New
Shares3.8K
Event2026-03-31
Filed2026-04-13
PM
PHILIP MORRIS INTL INC
New
Shares521
Event2026-03-31
Filed2026-04-13
SCHB
SCHWAB ETFS- US BROAD MARKET ETF
New
Shares3.3K
Event2026-03-31
Filed2026-04-13
CITIGROUP INC
CITIGROUP INC
New
Shares725
Event2026-03-31
Filed2026-04-13
HYMB
STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF
New
Shares3.3K
Event2026-03-31
Filed2026-04-13
LOW
LOWES COS INC COM
New
Shares346
Event2026-03-31
Filed2026-04-13
NXPI
NXP SEMICONDUCTORS N V COM
New
Shares414
Event2026-03-31
Filed2026-04-13
KDEC
INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - DECEMBER
New
Shares3.1K
Event2026-03-31
Filed2026-04-13
INVESCO RAFI EMERGING MARKETS ETF
INVESCO RAFI EMERGING MARKETS ETF
New
Shares2.9K
Event2026-03-31
Filed2026-04-13
CMG
CHIPOTLE MEXICAN GRILL INC
New
Shares2.4K
Event2026-03-31
Filed2026-04-13
VYM
VANGUARD HIGH DIVIDEND YIELD
New
Shares497
Event2026-03-31
Filed2026-04-13
NJUN
INNOVATOR GROWTH-100 POWER BUFFER ETF - JUNE
New
Shares2.3K
Event2026-03-31
Filed2026-04-13
AKAM
AKAMAI TECH
New
Shares621
Event2026-03-31
Filed2026-04-13
GLD
SPDR GOLD ETF
New
Shares165
Event2026-03-31
Filed2026-04-13
CAT
CATERPILLAR INC COM
New
Shares100
Event2026-03-31
Filed2026-04-13
YUMC
YUM CHINA HLDGS INC COM
New
Shares1.4K
Event2026-03-31
Filed2026-04-13
DVY
ISHARES DJ SELECT DIVIDEND
New
Shares460
Event2026-03-31
Filed2026-04-13
ET
ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP
New
Shares3.6K
Event2026-03-31
Filed2026-04-13
EMR
EMERSON ELEC CO COM
New
Shares522
Event2026-03-31
Filed2026-04-13
PTY
PIMCO CORPORATE & INCOME OPPOR COM
New
Shares5.7K
Event2026-03-31
Filed2026-04-13
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
New
Shares1.1K
Event2026-03-31
Filed2026-04-13
UPS
UNITED PARCEL SERVICE INC
New
Shares681
Event2026-03-31
Filed2026-04-13
CMCSA
COMCAST CORP NEW CL A
New
Shares2.3K
Event2026-03-31
Filed2026-04-13
LINDE PLC SHS
LINDE PLC SHS
New
Shares134
Event2026-03-31
Filed2026-04-13
MO
ALTRIA GROUP INC COM
New
Shares1.0K
Event2026-03-31
Filed2026-04-13
CRWD
CROWDSTRIKE HLDGS INC CL A
New
Shares169
Event2026-03-31
Filed2026-04-13
VSGX
VANGUARD ESG INTERNATIONAL STOCK ETF
New
Shares891
Event2026-03-31
Filed2026-04-13
UNP
UNION PAC CORP COM
New
Shares256
Event2026-03-31
Filed2026-04-13
TILT
FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND
New
Shares257
Event2026-03-31
Filed2026-04-13
VBK
VANGUARD SMALL CAP GROWTH ETF
New
Shares200
Event2026-03-31
Filed2026-04-13
VHT
VANGUARD HEALTH CARE ETF
New
Shares219
Event2026-03-31
Filed2026-04-13
IJR
ISHARES S&P SMALLCAP 600 ETF
New
Shares480
Event2026-03-31
Filed2026-04-13
JRI
NUVEEN REAL ASSET INCOME & GRO COM
New
Shares4.8K
Event2026-03-31
Filed2026-04-13
XLF
FINANCIAL SELECT SECTOR SPDR
New
Shares1.2K
Event2026-03-31
Filed2026-04-13
PFE
PFIZER INC COM
New
Shares2.1K
Event2026-03-31
Filed2026-04-13
FTGC
FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
New
Shares2.0K
Event2026-03-31
Filed2026-04-13
FLCH
FRANKLIN FTSE CHINA ETF
New
Shares2.5K
Event2026-03-31
Filed2026-04-13
MS
MORGAN STANLEY
New
Shares343
Event2026-03-31
Filed2026-04-13
BBN
BLACKROCK TAX MUNICPAL BD TR SHS
New
Shares3.4K
Event2026-03-31
Filed2026-04-13
LMBS
FIRST TRUST LOW DURATION OPPORTUNITIES ETF
New
Shares1.1K
Event2026-03-31
Filed2026-04-13
FPX
FIRST TR IPOX 100 INDEX FD SHS
New
Shares339
Event2026-03-31
Filed2026-04-13
BARRICK GOLD CORP F
BARRICK GOLD CORP F
New
Shares1.3K
Event2026-03-31
Filed2026-04-13
XLI
INDUSTRIAL SELECT SECTOR SPDR
New
Shares330
Event2026-03-31
Filed2026-04-13
D
DOMINION RESOURCES INC
New
Shares840
Event2026-03-31
Filed2026-04-13
BTZ
BLACKROCK CR ALLOCATION COM
New
Shares5.1K
Event2026-03-31
Filed2026-04-13
MERCK & CO INC
MERCK & CO INC
New
Shares426
Event2026-03-31
Filed2026-04-13
PSX
PHILLIPS 66
New
Shares271
Event2026-03-31
Filed2026-04-13
JUST
GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF
New
Shares530
Event2026-03-31
Filed2026-04-13
NSC
NORFOLK SOUTHERN CRP
New
Shares167
Event2026-03-31
Filed2026-04-13
FNDE
SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF
New
Shares1.2K
Event2026-03-31
Filed2026-04-13
GILD
GILEAD SCIENCES INC
New
Shares338
Event2026-03-31
Filed2026-04-13
ADBE
ADOBE INC COM
New
Shares192
Event2026-03-31
Filed2026-04-13
NJAN
INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY
New
Shares872
Event2026-03-31
Filed2026-04-13
ZJAN
INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JANUARY
New
Shares1.7K
Event2026-03-31
Filed2026-04-13
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
New
Shares955
Event2026-03-31
Filed2026-04-13
ECL
ECOLAB INC COM
New
Shares173
Event2026-03-31
Filed2026-04-13
URA
GLOBAL X URANIUM ETF
New
Shares943
Event2026-03-31
Filed2026-04-13
CIBR
FIRST TRUST NASDAQ CYBERSECURITY ETF
New
Shares721
Event2026-03-31
Filed2026-04-13
KSEP
INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - SEPTEMBER
New
Shares1.6K
Event2026-03-31
Filed2026-04-13
SPSM
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
New
Shares914
Event2026-03-31
Filed2026-04-13
GS
GOLDMAN SACHS GROUP INC
New
Shares52
Event2026-03-31
Filed2026-04-13
GIB
CGI INC CL A SUB VTG
New
Shares600
Event2026-03-31
Filed2026-04-13
WELL
WELLTOWER INC COM
New
Shares220
Event2026-03-31
Filed2026-04-13
AWK
AMERICAN WTR WKS CO INC NEW COM
New
Shares319
Event2026-03-31
Filed2026-04-13
VOOG
VANGUARD S&P 500 GROWTH ETF
New
Shares106
Event2026-03-31
Filed2026-04-13
DHR
DANAHER CORP
New
Shares226
Event2026-03-31
Filed2026-04-13
PHM
PULTE GROUP INC COM
New
Shares363
Event2026-03-31
Filed2026-04-13
BP
BP PLC SPONSORED ADR
New
Shares898
Event2026-03-31
Filed2026-04-13
FENI
FIDELITY ENHANCED INTERNATIONAL ETF
New
Shares1.1K
Event2026-03-31
Filed2026-04-13
LAM RESEARCH CORP COM NEW
LAM RESEARCH CORP COM NEW
New
Shares197
Event2026-03-31
Filed2026-04-13
IWB
ISHARES TR RUSSELL 1000 INDEX ETF
New
Shares118
Event2026-03-31
Filed2026-04-13
ETHA
ISHARES ETHEREUM TRUST ETF
New
Shares2.6K
Event2026-03-31
Filed2026-04-13
ANVS
ANNOVIS BIO INC COM
0.00%
Shares18.6K
Event2026-03-31
Filed2026-04-13
CVS
CVS HEALTH CORP COM
New
Shares572
Event2026-03-31
Filed2026-04-13
ASML
ASML HLDG NV N Y REGISTRY SHS
New
Shares31
Event2026-03-31
Filed2026-04-13
COEUR MNG INC COM NEW
COEUR MNG INC COM NEW
New
Shares2.2K
Event2026-03-31
Filed2026-04-13
HYSA
BONDBLOXX USD HIGH YIELD BOND SECTOR ROTATION ETF
New
Shares2.7K
Event2026-03-31
Filed2026-04-13
FT
FRANKLIN UNVL TR SH BEN INT
New
Shares5.1K
Event2026-03-31
Filed2026-04-13
HD
HOME DEPOT
New
Shares120
Event2026-03-31
Filed2026-04-13
FIXD
FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF
New
Shares900
Event2026-03-31
Filed2026-04-13
BIZD
MARKET VECTORS ETF TR BUSINESS DEVELOPMENT CO ETF
New
Shares3.0K
Event2026-03-31
Filed2026-04-13
SRET
GLOBAL X SUPERDIVIDEND REIT ETF
New
Shares1.8K
Event2026-03-31
Filed2026-04-13
CHRD
CHORD ENERGY CORPORATION COM NEW
New
Shares263
Event2026-03-31
Filed2026-04-13
SCHD
SCHWAB US DIVIDEND EQUITY ETF
New
Shares1.2K
Event2026-03-31
Filed2026-04-13
PRU
PRUDENTIAL FINL INC
New
Shares378
Event2026-03-31
Filed2026-04-13
AGEM
ABRDN EMERGING MARKETS DIVIDEND ACTIVE ETF
New
Shares910
Event2026-03-31
Filed2026-04-13
CONL
GRANITESHARES 2X LONG COIN DAILY ETF
New
Shares5.0K
Event2026-03-31
Filed2026-04-13
PWV
INVESCO LARGE CAP VALUE ETF
New
Shares500
Event2026-03-31
Filed2026-04-13
SPEM
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
New
Shares722
Event2026-03-31
Filed2026-04-13
SUSA
ISHARES ESG OPTIMIZED MSCI USA ETF
New
Shares246
Event2026-03-31
Filed2026-04-13
GOF
GUGGENHEIM STRATEGIC OPPORTUNITY FUND
New
Shares2.9K
Event2026-03-31
Filed2026-04-13
BSX
BOSTON SCIENTIFIC CORP COM
New
Shares515
Event2026-03-31
Filed2026-04-13
COHERENT CORP COM
COHERENT CORP COM
New
Shares133
Event2026-03-31
Filed2026-04-13
EFA
ISHARES MSCI EAFE ETF
New
Shares326
Event2026-03-31
Filed2026-04-13
AMT
AMERICAN TOWER CORP COM
New
Shares183
Event2026-03-31
Filed2026-04-13
NKE
NIKE INC CLASS B
New
Shares592
Event2026-03-31
Filed2026-04-13
BMY
BRISTOL-MYERS SQUIBB CO COM
New
Shares514
Event2026-03-31
Filed2026-04-13
FDX
FEDEX CORP
New
Shares85
Event2026-03-31
Filed2026-04-13
FIW
FIRST TRUST WATER ETF
New
Shares288
Event2026-03-31
Filed2026-04-13
VLO
VALERO ENERGY CORP
New
Shares120
Event2026-03-31
Filed2026-04-13
SNOW
SNOWFLAKE INC COM SHS
New
Shares196
Event2026-03-31
Filed2026-04-13
DWAS
INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF
New
Shares300
Event2026-03-31
Filed2026-04-13
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
New
Shares315
Event2026-03-31
Filed2026-04-13
HON
HONEYWELL INTL INC
New
Shares129
Event2026-03-31
Filed2026-04-13
FBT
FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND
New
Shares145
Event2026-03-31
Filed2026-04-13
INTC
INTEL CORP COM
New
Shares657
Event2026-03-31
Filed2026-04-13
FNDA
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF
New
Shares889
Event2026-03-31
Filed2026-04-13
RTX
RTX CORPORATION COM
New
Shares149
Event2026-03-31
Filed2026-04-13
TRV
TRAVELERS COMPANIES INC COM
New
Shares98
Event2026-03-31
Filed2026-04-13
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
New
Shares412
Event2026-03-31
Filed2026-04-13
IJH
ISHARES CORE S&P MID CAP ETF
New
Shares409
Event2026-03-31
Filed2026-04-13
IJT
ISHARES S&P SMALLCAP 600 GROWTH ETF
New
Shares188
Event2026-03-31
Filed2026-04-13
MFIC
APOLLO INVT CORP COM SH BEN INT
New
Shares2.4K
Event2026-03-31
Filed2026-04-13
ORI
OLD REP INTL CORP COM
New
Shares670
Event2026-03-31
Filed2026-04-13
VFL
ABRDN NATL MUN INCOME FD SH BEN INT
New
Shares2.6K
Event2026-03-31
Filed2026-04-13
SBI
WESTERN ASSET INTER MUNI COM
New
Shares3.3K
Event2026-03-31
Filed2026-04-13
CCJ
CAMECO CORP COM
New
Shares230
Event2026-03-31
Filed2026-04-13
WPC
WP CAREY INC COM
New
Shares366
Event2026-03-31
Filed2026-04-13
ALL
ALLSTATE CORP
New
Shares118
Event2026-03-31
Filed2026-04-13
SPOT
SPOTIFY TECHNOLOGY S A SHS
New
Shares50
Event2026-03-31
Filed2026-04-13
XLC
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
New
Shares216
Event2026-03-31
Filed2026-04-13
SILA
SILA REALTY TRUST INC COMMON STOCK
New
Shares1.0K
Event2026-03-31
Filed2026-04-13
FDN
FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD
New
Shares101
Event2026-03-31
Filed2026-04-13
BSMT
INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF
New
Shares1.0K
Event2026-03-31
Filed2026-04-13
WBS
WEBSTER FINL CORP COM
New
Shares338
Event2026-03-31
Filed2026-04-13
BSMW
INVESCO BULLETSHARES 2032 MUNICIPAL BOND ETF
New
Shares940
Event2026-03-31
Filed2026-04-13
VSS
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
New
Shares160
Event2026-03-31
Filed2026-04-13
NZF
NUVEEN MUN CR INCOME FD COM SH BEN INT
New
Shares1.9K
Event2026-03-31
Filed2026-04-13
QCLN
FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND
New
Shares498
Event2026-03-31
Filed2026-04-13
MMU
WESTERN ASSET MANAGED MUNS FD INC
New
Shares2.3K
Event2026-03-31
Filed2026-04-13
EMLC
MARKET VECTORS ETF EMERGING MKTS LOCAL ETF
New
Shares921
Event2026-03-31
Filed2026-04-13
USB
US BANCORP COM NEW
New
Shares443
Event2026-03-31
Filed2026-04-13
NVO
NOVO-NORDISK A/S ADR ADR CMN
New
Shares621
Event2026-03-31
Filed2026-04-13
ELFY
ALPS ELECTRIFICATION INFRASTRUCTURE ETF
New
Shares578
Event2026-03-31
Filed2026-04-13
FVD
FIRST TRUST VALUE LINE DIVIDEND FUND
New
Shares483
Event2026-03-31
Filed2026-04-13
XYL
XYLEM INC COM
New
Shares190
Event2026-03-31
Filed2026-04-13
AXP
AMERICAN EXPRESS CO COM
New
Shares75
Event2026-03-31
Filed2026-04-13
HBAN
HUNTINGTON BANCSHARES INC COM
New
Shares1.4K
Event2026-03-31
Filed2026-04-13
ETHT
PROSHARES ULTRA ETHER ETF
New
Shares1.5K
Event2026-03-31
Filed2026-04-13
TPR
TAPESTRY INC COM
New
Shares159
Event2026-03-31
Filed2026-04-13
VOOV
VANGUARD S&P 500 VALUE ETF
New
Shares110
Event2026-03-31
Filed2026-04-13
IWO
ISHARES RUSSELL 2000 GROWTH INDEX
New
Shares71
Event2026-03-31
Filed2026-04-13
XLY
CONSUMER DISCRETIONARY SEL SECTOR SPDR FD
New
Shares204
Event2026-03-31
Filed2026-04-13
ITT INC COM
ITT INC COM
New
Shares116
Event2026-03-31
Filed2026-04-13
SCHR
SCHWAB INTMEDIATE TERM US TREASURY ETF
New
Shares884
Event2026-03-31
Filed2026-04-13
ICLN
ISHARES GLOBAL CLEAN ENERGY ETF
New
Shares1.2K
Event2026-03-31
Filed2026-04-13
XBI
STATE STREET SPDR S&P BIOTECH ETF
New
Shares165
Event2026-03-31
Filed2026-04-13
BA
BOEING CO COM
New
Shares104
Event2026-03-31
Filed2026-04-13
GLTR
ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF
New
Shares93
Event2026-03-31
Filed2026-04-13
IXJ
ISHARES GLOBAL HEALTHCARE SECTOR INDEX
New
Shares216
Event2026-03-31
Filed2026-04-13
INVESCO S&P 500 EQUAL WEIGHT ETF
INVESCO S&P 500 EQUAL WEIGHT ETF
New
Shares105
Event2026-03-31
Filed2026-04-13
KRE
STATE STREET SPDR S&P REGIONAL BANKING ETF
New
Shares300
Event2026-03-31
Filed2026-04-13
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
New
Shares81
Event2026-03-31
Filed2026-04-13
PFF
ISHARES S&P U.S. PREFERRED STOCK ETF
New
Shares627
Event2026-03-31
Filed2026-04-13
KMPR
KEMPER CORP COM
New
Shares621
Event2026-03-31
Filed2026-04-13
VEU
VANGUARD FTSE ALL-WORLD EX-US
New
Shares252
Event2026-03-31
Filed2026-04-13
ACI
ALBERTSONS COMPANIES INC COMMON STOCK
New
Shares1.1K
Event2026-03-31
Filed2026-04-13
CRBN
ISHARES LOW CARBON OPTIMIZED MSCI ACWI ETF
New
Shares84
Event2026-03-31
Filed2026-04-13
ADM
ARCHER DANIELS MIDLAND CO COM
New
Shares257
Event2026-03-31
Filed2026-04-13
GNTX
GENTEX CORP
New
Shares848
Event2026-03-31
Filed2026-04-13
RITM
RITHM CAPITAL CORP COM NEW
New
Shares1.9K
Event2026-03-31
Filed2026-04-13
MDB
MONGODB INC CL A
New
Shares75
Event2026-03-31
Filed2026-04-13
FCX
FREEPORT MCMORAN COPPER
New
Shares312
Event2026-03-31
Filed2026-04-13
TSLL
DIREXION DAILY TSLA BULL 2X ETF
New
Shares1.5K
Event2026-03-31
Filed2026-04-13
EOCT
INNOVATOR EMERGING MARKETS POWER BUFFER ETF - OCTOBER
New
Shares570
Event2026-03-31
Filed2026-04-13
ZBH
ZIMMER HLDGS INC
New
Shares200
Event2026-03-31
Filed2026-04-13
SO
SOUTHERN CO COM
New
Shares187
Event2026-03-31
Filed2026-04-13
FANG
DIAMONDBACK ENERGY INC COM
New
Shares91
Event2026-03-31
Filed2026-04-13
ARKK
ARK INNOVATION ETF
New
Shares266
Event2026-03-31
Filed2026-04-13
VZ
VERIZON COMMUNICATIONS
New
Shares355
Event2026-03-31
Filed2026-04-13
AGD
ALPINE GLOBAL DYNAMIC
New
Shares1.6K
Event2026-03-31
Filed2026-04-13
DUKE ENERGY CORP NEW COM NEW
DUKE ENERGY CORP NEW COM NEW
New
Shares135
Event2026-03-31
Filed2026-04-13
VCEB
VANGUARD ESG U.S. CORPORATE BOND ETF
New
Shares280
Event2026-03-31
Filed2026-04-13
FDNI
FIRST TRUST DOW JONES INTERNATIONAL INTERNET ETF
New
Shares644
Event2026-03-31
Filed2026-04-13
PHO
POWERSHARES GLOBAL WATER PORTFOLIO EXCHANGE-TRADED FD
New
Shares260
Event2026-03-31
Filed2026-04-13
SMBS
SCHWAB MORTGAGE-BACKED SECURITIES ETF
New
Shares676
Event2026-03-31
Filed2026-04-13
AOD
ALPINE TOTAL DYNAMICDIVID FD COM SH BEN INT
New
Shares1.9K
Event2026-03-31
Filed2026-04-13
WBD
WARNER BROS DISCOVERY INC COM SER A
New
Shares622
Event2026-03-31
Filed2026-04-13
LNG
CHENIERE ENERGY INC COM NEW
New
Shares60
Event2026-03-31
Filed2026-04-13
PFG
PRINCIPAL FINANCIAL GROUP INC COM
New
Shares187
Event2026-03-31
Filed2026-04-13
UNH
UNITEDHEALTH GROUP
New
Shares62
Event2026-03-31
Filed2026-04-13
PANW
PALO ALTO NETWORKS INC COM
New
Shares104
Event2026-03-31
Filed2026-04-13
CINF
CINCINNATI FINL CORP COM
New
Shares105
Event2026-03-31
Filed2026-04-13
AUR
AURORA INNOVATION INC CLASS A COM
New
Shares4.0K
Event2026-03-31
Filed2026-04-13
SPH
SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN
New
Shares837
Event2026-03-31
Filed2026-04-13
TJX
TJX COS INC NEW COM
New
Shares103
Event2026-03-31
Filed2026-04-13
POWERSHARES SP500 LOW VOLATILITY ETF
POWERSHARES SP500 LOW VOLATILITY ETF
New
Shares222
Event2026-03-31
Filed2026-04-13
BRW
SABA CAPITAL INCOME & OPRNT FD SHS NEW
New
Shares2.4K
Event2026-03-31
Filed2026-04-13
OXY
OCCIDENTAL PETE CORP COM
New
Shares245
Event2026-03-31
Filed2026-04-13
APA CORPORATION COM
APA CORPORATION COM
New
Shares367
Event2026-03-31
Filed2026-04-13
AGNC
AGNC INVT CORP COM
New
Shares1.6K
Event2026-03-31
Filed2026-04-13
SCHC
SCHWAB INTL SMALL CAP ETF
New
Shares331
Event2026-03-31
Filed2026-04-13
ESGE
ISHARES ESG AWARE MSCI EM ETF
New
Shares325
Event2026-03-31
Filed2026-04-13
AMGN
AMGEN INC
New
Shares42
Event2026-03-31
Filed2026-04-13
LPX
LOUISIANA PAC CORP COM
New
Shares200
Event2026-03-31
Filed2026-04-13
BR
BROADRIDGE FINL SOLUTIONS INC COM
New
Shares88
Event2026-03-31
Filed2026-04-13
EFG
ISHARES MSCI EAFE GROWTH INDEX ETF
New
Shares128
Event2026-03-31
Filed2026-04-13
FSLR
FIRST SOLAR INC COM
New
Shares72
Event2026-03-31
Filed2026-04-13
BNL
BROADSTONE NET LEASE INC COM
New
Shares776
Event2026-03-31
Filed2026-04-13
NVS
NOVARTIS AG ADR
New
Shares92
Event2026-03-31
Filed2026-04-13
WM
WASTE MANAGEMENT INC
New
Shares61
Event2026-03-31
Filed2026-04-13
PDN
INVESCO RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF
New
Shares320
Event2026-03-31
Filed2026-04-13
GIS
GENERAL MILLS INC COM
New
Shares370
Event2026-03-31
Filed2026-04-13
DBC
DB COMMODITY INDEX TRACKING
New
Shares475
Event2026-03-31
Filed2026-04-13
WIX
WIX COM LTD SHS
New
Shares150
Event2026-03-31
Filed2026-04-13
BLSH
BULLISH ORD SHS
New
Shares375
Event2026-03-31
Filed2026-04-13
NPK
NATIONAL PRESTO INDS INC COM
New
Shares97
Event2026-03-31
Filed2026-04-13
GEHC
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
New
Shares179
Event2026-03-31
Filed2026-04-13
XAR
STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF
New
Shares50
Event2026-03-31
Filed2026-04-13
SCHH
SCH US REIT ETF
New
Shares588
Event2026-03-31
Filed2026-04-13
DLR
DIGITAL RLTY TR INC COM
New
Shares70
Event2026-03-31
Filed2026-04-13
NFLX
NETFLIX COM INC
New
Shares130
Event2026-03-31
Filed2026-04-13
DOW
DOW HLDGS INC COM
New
Shares300
Event2026-03-31
Filed2026-04-13
BOX
BOX INC CL A
New
Shares525
Event2026-03-31
Filed2026-04-13
XSD
STATE STREET SPDR S&P SEMICONDUCTOR ETF
New
Shares38
Event2026-03-31
Filed2026-04-13
SPGI
S&P GLOBAL INC COM
New
Shares29
Event2026-03-31
Filed2026-04-13
COP
CONOCOPHILLIPS COM
New
Shares87
Event2026-03-31
Filed2026-04-13
TGT
TARGET CORP COM
New
Shares94
Event2026-03-31
Filed2026-04-13
SOUN
SOUNDHOUND AI INC CLASS A COM
New
Shares1.7K
Event2026-03-31
Filed2026-04-13
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
New
Shares58
Event2026-03-31
Filed2026-04-13
MDY
S & P MID CAP 400 DEP RCPTS MID CAP
New
Shares18
Event2026-03-31
Filed2026-04-13
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
New
Shares101
Event2026-03-31
Filed2026-04-13
EFV
ISHARES MSCI EAFE VALUE ETF
New
Shares148
Event2026-03-31
Filed2026-04-13
BOE
BLACKROCK GLOBAL OPPORTUNITIES EQUITYTR COM
New
Shares1.0K
Event2026-03-31
Filed2026-04-13
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
New
Shares142
Event2026-03-31
Filed2026-04-13
MITK
MITEK SYSTEMS INC NEW
New
Shares800
Event2026-03-31
Filed2026-04-13
ZTS
ZOETIS INC CL A
New
Shares90
Event2026-03-31
Filed2026-04-13
ALK
ALASKA AIR GROUP INC COM
New
Shares275
Event2026-03-31
Filed2026-04-13
EZM
WISDOMTREE U.S. MIDCAP FUND
New
Shares150
Event2026-03-31
Filed2026-04-13
RSPT
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
New
Shares218
Event2026-03-31
Filed2026-04-13
BOTZ
GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
New
Shares296
Event2026-03-31
Filed2026-04-13
DGX
QUEST DIAGNOSTICS INC
New
Shares50
Event2026-03-31
Filed2026-04-13
BLUEROCK PVT REAL ESTATE FD COM
BLUEROCK PVT REAL ESTATE FD COM
New
Shares569
Event2026-03-31
Filed2026-04-13
WTFC
WINTRUST FINL CORP COM
New
Shares68
Event2026-03-31
Filed2026-04-13
XLU
UTILITIES SELECT SECTOR SPDR
New
Shares200
Event2026-03-31
Filed2026-04-13
TSCO
TRACTOR SUPPLY CO COM
New
Shares200
Event2026-03-31
Filed2026-04-13
CNMD
CONMED CORP COM
New
Shares250
Event2026-03-31
Filed2026-04-13
VEEV
VEEVA SYS INC CL A COM
New
Shares50
Event2026-03-31
Filed2026-04-13
SCHI
SCHWAB 5-10 YEAR CORPORATE BOND ETF
New
Shares385
Event2026-03-31
Filed2026-04-13
RIVN
RIVIAN AUTOMOTIVE INC COM CL A
New
Shares576
Event2026-03-31
Filed2026-04-13
TXN
TEXAS INSTRS INC COM
New
Shares42
Event2026-03-31
Filed2026-04-13
SNA
SNAP ON INC COM
New
Shares22
Event2026-03-31
Filed2026-04-13
ILMN
ILLUMINA INC COM
New
Shares64
Event2026-03-31
Filed2026-04-13
LCNB
LCNB CORP COM
New
Shares500
Event2026-03-31
Filed2026-04-13
GRAYSCALE BITCOIN MINI TRUST ETF
GRAYSCALE BITCOIN MINI TRUST ETF
New
Shares258
Event2026-03-31
Filed2026-04-13
ADI
ANALOG DEVICES INC COM
New
Shares24
Event2026-03-31
Filed2026-04-13
BLOK
AMPLIFY BLOCKCHAIN TECHNOLOGY ETF
New
Shares149
Event2026-03-31
Filed2026-04-13
PPG
PPG INDS INC COM
New
Shares69
Event2026-03-31
Filed2026-04-13
SOXX
ISHARES SEMICONDUCTOR ETF
New
Shares22
Event2026-03-31
Filed2026-04-13
APD
AIR PRODUCTS AND CHEMICALS INC COM
New
Shares25
Event2026-03-31
Filed2026-04-13
XSOE
WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND
New
Shares181
Event2026-03-31
Filed2026-04-13
DEM
WISDOMTREE EMERGING MARKETS EQUITY INCOME ETF
New
Shares144
Event2026-03-31
Filed2026-04-13
SNPS
SYNOPSYS INC COM
New
Shares18
Event2026-03-31
Filed2026-04-13
IIPR
INNOVATIVE INDL PPTYS INC COM
New
Shares140
Event2026-03-31
Filed2026-04-13
EMN
EASTMAN CHEMICAL CO
New
Shares92
Event2026-03-31
Filed2026-04-13
PJT
PJT PARTNERS INC COM CL A
New
Shares50
Event2026-03-31
Filed2026-04-13
ZS
ZSCALER INC COM
New
Shares50
Event2026-03-31
Filed2026-04-13
PMT
PENNYMAC MTG INVT TR COM
New
Shares600
Event2026-03-31
Filed2026-04-13
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
New
Shares45
Event2026-03-31
Filed2026-04-13
BUD
ANHEUSER BUSCH
New
Shares100
Event2026-03-31
Filed2026-04-13
RSG
REPUBLIC SERVICES INC
New
Shares31
Event2026-03-31
Filed2026-04-13
ICE
INTERCONTINENTALEXCHINTL
New
Shares42
Event2026-03-31
Filed2026-04-13
AEP
AMERICAN ELEC PWR CO INC COM
New
Shares50
Event2026-03-31
Filed2026-04-13
FAST
FASTENAL CO
New
Shares140
Event2026-03-31
Filed2026-04-13
XLP
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
New
Shares78
Event2026-03-31
Filed2026-04-13
UAL
UNITED CONTL HLDGS INC
New
Shares69
Event2026-03-31
Filed2026-04-13
HEI
HEICO CORP NEW COM
New
Shares22
Event2026-03-31
Filed2026-04-13
JAJL
INNOVATOR EQUITY DEFINED PROTECTION ETF - 6MO JAN/JUL
New
Shares200
Event2026-03-31
Filed2026-04-13
HDEF
XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF
New
Shares179
Event2026-03-31
Filed2026-04-13
CNK
CINEMARK HLDGS INC COM
New
Shares200
Event2026-03-31
Filed2026-04-13
UFCS
UNITED FIRE GROUP INC COM
New
Shares153
Event2026-03-31
Filed2026-04-13
ATLASSIAN CORPORATION CL A
ATLASSIAN CORPORATION CL A
New
Shares80
Event2026-03-31
Filed2026-04-13
FNDC
SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF
New
Shares116
Event2026-03-31
Filed2026-04-13
XOP
SPDR SERIES TRUST S&P OIL GAS EXPL & PRODTN ETF
New
Shares29
Event2026-03-31
Filed2026-04-13
NMAX
NEWSMAX INC COM SHS CLASS B
New
Shares1.0K
Event2026-03-31
Filed2026-04-13
TWO HARBORS INVENTMENT CORPOR COM
TWO HARBORS INVENTMENT CORPOR COM
New
Shares454
Event2026-03-31
Filed2026-04-13
LHX
L3HARRIS TECHNOLOGIES INC COM
New
Shares15
Event2026-03-31
Filed2026-04-13
VLTO
VERALTO CORP COM SHS
New
Shares56
Event2026-03-31
Filed2026-04-13
KMB
KIMBERLY-CLARK CORP COM
New
Shares51
Event2026-03-31
Filed2026-04-13
F
FORD MOTOR COMPANY
New
Shares424
Event2026-03-31
Filed2026-04-13
INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF
INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF
New
Shares70
Event2026-03-31
Filed2026-04-13
FSK
FS KKR CAP CORP COM
New
Shares480
Event2026-03-31
Filed2026-04-13
IVE
ISHARES S&P 500 VALUE ETF
New
Shares23
Event2026-03-31
Filed2026-04-13
TLT
ISHARES 20 YR TREASURY ETF
New
Shares56
Event2026-03-31
Filed2026-04-13

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available