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The Analysis of Global Retirement Partners, LLC's Holdings & P&L

Currently, Global Retirement Partners, LLC holds 4213 types of securities in its portfolio with a total value $5.6B. In the most recent quarter, they have increased their positions in N/A (+152.2K shares, valued at $93.5M), NVDA (+176.9K shares, valued at $33.0M), MSFT (+59.2K shares, valued at $28.6M); decreased their positions in AJG (-57.6K shares, valued at $14.9M), SPGP (-61.5K shares, valued at $7.0M), TFLO (-42.9K shares, valued at $2.2M); initiated new positions in N/A (+152.2K shares, valued at $93.5M), N/A (+448.9K shares, valued at $10.5M), N/A (+30.5K shares, valued at $10.3M).

1M P&L

+45.3M+0.83%

3M P&L

-216.6M-3.79%

HY P&L

+7.5M+0.14%

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/A3.1B

61.1%

2Semiconductors209.4M

4.1%

3Software - Infrastructure166.7M

3.3%

Top Industries by Stock Count

1N/A1575 stocks

40.4%

2Biotechnology140 stocks

3.6%

3Banks - Regional124 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST2.4M shares3.65%2025-12-312026-02-06

AAPL APPLE INC568.6K shares20.27%2025-12-312026-02-06

NVDA NVIDIA CORPORATION758.9K shares30.39%2025-12-312026-02-06

AJG GALLAGHER ARTHUR J & CO445.4K shares-11.46%2025-12-312026-02-06

MSFT MICROSOFT CORP233.2K shares34.03%2025-12-312026-02-06

IVV ISHARES TR162.0K shares11.11%2025-12-312026-02-06

INVESCO QQQ TR INVESCO QQQ TR152.2K sharesnew addition2025-12-312026-02-06

AMZN AMAZON COM INC301.6K shares26.17%2025-12-312026-02-06

Sponsored

SPY SPDR S&P 500 ETF TR97.9K shares3.56%2025-12-312026-02-06

ALPHABET INC ALPHABET INC201.8K shares42.67%2025-12-312026-02-06

TSLA TESLA INC127.3K shares21.89%2025-12-312026-02-06

SHV ISHARES TR484.5K shares21.46%2025-12-312026-02-06

IJR ISHARES TR434.5K shares2.30%2025-12-312026-02-06

VANGUARD INDEX FDS VANGUARD INDEX FDS80.9K shares4.67%2025-12-312026-02-06

VUG VANGUARD INDEX FDS98.5K shares78.01%2025-12-312026-02-06

BROADCOM INC BROADCOM INC134.7K shares43.00%2025-12-312026-02-06

Sponsored

IEFA ISHARES TR494.5K shares47.21%2025-12-312026-02-06

META META PLATFORMS INC66.0K shares13.85%2025-12-312026-02-06

SPDW SPDR INDEX SHS FDS977.5K shares4.81%2025-12-312026-02-06

IJH ISHARES TR649.5K shares8.30%2025-12-312026-02-06

IWY ISHARES TR153.6K shares4.52%2025-12-312026-02-06

AGG ISHARES TR421.3K shares5.58%2025-12-312026-02-06

VEA VANGUARD TAX-MANAGED FDS671.9K shares65.20%2025-12-312026-02-06

VTV VANGUARD INDEX FDS212.7K shares68.69%2025-12-312026-02-06

Sponsored

JPM JPMORGAN CHASE & CO.125.1K shares33.01%2025-12-312026-02-06

CGGR CAPITAL GROUP GROWTH ETF879.2K shares6.25%2025-12-312026-02-06

IWF ISHARES TR76.4K shares0.95%2025-12-312026-02-06

FBND FIDELITY MERRIMACK STR TR759.7K shares5.60%2025-12-312026-02-06

RWL INVESCO EXCH TRADED FD TR II295.6K shares3.60%2025-12-312026-02-06

CGDV CAPITAL GROUP DIVIDEND VALUE764.4K shares11.86%2025-12-312026-02-06

ALPHABET INC ALPHABET INC105.9K shares36.89%2025-12-312026-02-06

IEMG ISHARES INC489.5K shares62.55%2025-12-312026-02-06

Sponsored

VTI VANGUARD INDEX FDS97.7K shares-4.68%2025-12-312026-02-06

IVW ISHARES TR261.9K shares3.22%2025-12-312026-02-06

IVE ISHARES TR149.2K shares55.72%2025-12-312026-02-06

QQQM INVESCO EXCH TRADED FD TR II120.3K shares18.88%2025-12-312026-02-06

VONV VANGUARD SCOTTSDALE FDS319.3K shares4.35%2025-12-312026-02-06

IUSB ISHARES TR633.3K shares75.51%2025-12-312026-02-06

SCHG SCHWAB STRATEGIC TR898.8K shares405.86%2025-12-312026-02-06

DSI ISHARES TR222.0K shares19185.32%2025-12-312026-02-06

Sponsored

DYNF BLACKROCK ETF TRUST460.5K shares92.99%2025-12-312026-02-06

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL55.3K shares16.79%2025-12-312026-02-06

SPMD SPDR SERIES TRUST468.9K shares-1.74%2025-12-312026-02-06

USFR WISDOMTREE TR520.2K shares20.03%2025-12-312026-02-06

SCHV SCHWAB STRATEGIC TR875.3K shares922.20%2025-12-312026-02-06

LLY ELI LILLY & CO24.0K shares33.05%2025-12-312026-02-06

ABBV ABBVIE INC110.7K shares13.87%2025-12-312026-02-06

VONG VANGUARD SCOTTSDALE FDS193.1K shares38.37%2025-12-312026-02-06

Sponsored

MBB ISHARES TR241.5K shares23.07%2025-12-312026-02-06

SPYV SPDR SERIES TRUST402.6K shares1.10%2025-12-312026-02-06

XLG INVESCO EXCHANGE TRADED FD T383.9K shares1.94%2025-12-312026-02-06

TSM TAIWAN SEMICONDUCTOR MFG LTD74.9K shares40.61%2025-12-312026-02-06

DGRO ISHARES TR325.7K shares38.95%2025-12-312026-02-06

SPHQ INVESCO EXCHANGE TRADED FD T284.8K shares0.95%2025-12-312026-02-06

VWO VANGUARD INTL EQUITY INDEX F391.9K shares35.57%2025-12-312026-02-06

BIL SPDR SERIES TRUST213.1K shares21.66%2025-12-312026-02-06

Sponsored

NFLX NETFLIX INC203.0K shares1142.25%2025-12-312026-02-06

V VISA INC53.8K shares6.89%2025-12-312026-02-06

GLD SPDR GOLD TR46.9K shares7.32%2025-12-312026-02-06

WMT WALMART INC158.3K shares23.63%2025-12-312026-02-06

GOVT ISHARES TR762.9K shares2.95%2025-12-312026-02-06

EFV ISHARES TR241.6K shares34.59%2025-12-312026-02-06

COST COSTCO WHSL CORP NEW19.7K shares24.10%2025-12-312026-02-06

IWM ISHARES TR66.1K shares27.77%2025-12-312026-02-06

Sponsored

IBDT ISHARES TR616.0K shares9.89%2025-12-312026-02-06

SCHD SCHWAB STRATEGIC TR561.9K shares19.24%2025-12-312026-02-06

ORCL ORACLE CORP78.9K shares17.43%2025-12-312026-02-06

VIG VANGUARD SPECIALIZED FUNDS69.9K shares0.65%2025-12-312026-02-06

TFLO ISHARES TR303.3K shares-12.40%2025-12-312026-02-06

QUAL ISHARES TR76.9K shares1.34%2025-12-312026-02-06

XOM EXXON MOBIL CORP122.5K shares37.43%2025-12-312026-02-06

HD HOME DEPOT INC42.4K shares-11.31%2025-12-312026-02-06

Sponsored

VO VANGUARD INDEX FDS49.2K shares0.09%2025-12-312026-02-06

PLTR PALANTIR TECHNOLOGIES INC79.3K shares6.83%2025-12-312026-02-06

ESGD ISHARES TR147.7K shares4573.39%2025-12-312026-02-06

IXUS ISHARES TR162.1K shares3.45%2025-12-312026-02-06

IBDS ISHARES TR564.3K shares7.38%2025-12-312026-02-06

ISRG INTUITIVE SURGICAL INC23.9K shares70.95%2025-12-312026-02-06

IBDR ISHARES TR557.3K shares7.86%2025-12-312026-02-06

NOW SERVICENOW INC88.0K shares591.36%2025-12-312026-02-06

Sponsored

SPEM SPDR INDEX SHS FDS287.3K shares7.87%2025-12-312026-02-06

OEF ISHARES TR38.4K shares54.61%2025-12-312026-02-06

CVX CHEVRON CORP NEW84.8K shares29.23%2025-12-312026-02-06

IBIT ISHARES BITCOIN TRUST ETF258.8K shares-4.39%2025-12-312026-02-06

CAT CATERPILLAR INC22.3K shares24.05%2025-12-312026-02-06

RDVY FIRST TR EXCHANGE TRADED FD181.5K shares0.44%2025-12-312026-02-06

MA MASTERCARD INCORPORATED21.9K shares62.30%2025-12-312026-02-06

COWZ PACER FDS TR202.2K shares1.58%2025-12-312026-02-06

Sponsored

JNJ JOHNSON & JOHNSON58.5K shares67.55%2025-12-312026-02-06

VYM VANGUARD WHITEHALL FDS83.3K shares39.39%2025-12-312026-02-06

AMD ADVANCED MICRO DEVICES INC55.6K shares47.53%2025-12-312026-02-06

SPSM SPDR SERIES TRUST249.3K shares-1.09%2025-12-312026-02-06

VCIT VANGUARD SCOTTSDALE FDS139.5K shares6.41%2025-12-312026-02-06

SPYG SPDR SERIES TRUST108.7K shares-6.43%2025-12-312026-02-06

SPTM SPDR SERIES TRUST139.4K shares3.69%2025-12-312026-02-06

BINC BLACKROCK ETF TRUST II215.8K shares33.82%2025-12-312026-02-06

Sponsored

ITOT ISHARES TR75.5K shares5.62%2025-12-312026-02-06

ISHARES GOLD TR ISHARES GOLD TR137.9K shares54.75%2025-12-312026-02-06

SPAB SPDR SERIES TRUST432.8K shares6.96%2025-12-312026-02-06

ICSH ISHARES TR220.0K shares1.48%2025-12-312026-02-06

BAC BANK AMERICA CORP200.8K shares78.48%2025-12-312026-02-06

XLK SELECT SECTOR SPDR TR76.2K shares106.74%2025-12-312026-02-06

PM PHILIP MORRIS INTL INC67.2K shares40.34%2025-12-312026-02-06

CSCO CISCO SYS INC138.2K shares60.76%2025-12-312026-02-06

Sponsored

IBTG ISHARES TR461.9K shares11.59%2025-12-312026-02-06

ISHARES TR ISHARES TR448.9K sharesnew addition2025-12-312026-02-06

GS GOLDMAN SACHS GROUP INC11.9K shares35.02%2025-12-312026-02-06

SMH VANECK ETF TRUST28.9K shares4.03%2025-12-312026-02-06

IBM INTERNATIONAL BUSINESS MACHS35.0K shares31.60%2025-12-312026-02-06

CENCORA INC CENCORA INC30.5K sharesnew addition2025-12-312026-02-06

KO COCA COLA CO146.1K shares17.74%2025-12-312026-02-06

SPGP INVESCO EXCHANGE TRADED FD T89.4K shares-40.76%2025-12-312026-02-06

Sponsored

GE AEROSPACE GE AEROSPACE32.4K shares45.18%2025-12-312026-02-06

ABT ABBOTT LABS79.5K shares20.59%2025-12-312026-02-06

TJX TJX COS INC NEW63.6K shares71.46%2025-12-312026-02-06

BND VANGUARD BD INDEX FDS130.2K shares74.82%2025-12-312026-02-06

JBND J P MORGAN EXCHANGE TRADED F176.2K shares22.02%2025-12-312026-02-06

PULS PGIM ETF TR190.9K shares12.70%2025-12-312026-02-06

VBR VANGUARD INDEX FDS44.5K shares281.99%2025-12-312026-02-06

XLC SELECT SECTOR SPDR TR79.3K shares4.55%2025-12-312026-02-06

Sponsored

HEFA ISHARES TR225.0K shares21.72%2025-12-312026-02-06

TLH ISHARES TR91.2K shares96.46%2025-12-312026-02-06

MERCK & CO INC MERCK & CO INC87.7K shares110.36%2025-12-312026-02-06

BAI BLACKROCK ETF TRUST268.4K shares61.54%2025-12-312026-02-06

MTUM ISHARES TR35.2K shares242.47%2025-12-312026-02-06

ESGE ISHARES INC198.7K shares209.43%2025-12-312026-02-06

WFC WELLS FARGO CO NEW93.8K shares18.41%2025-12-312026-02-06

MU MICRON TECHNOLOGY INC30.4K shares60.15%2025-12-312026-02-06

Sponsored

RTX CORPORATION RTX CORPORATION47.2K sharesnew addition2025-12-312026-02-06

IMTB ISHARES TR193.0K shares34.19%2025-12-312026-02-06

VB VANGUARD INDEX FDS32.2K shares-4.99%2025-12-312026-02-06

VGLT VANGUARD SCOTTSDALE FDS148.0K shares5.72%2025-12-312026-02-06

HDV ISHARES TR67.1K shares12.33%2025-12-312026-02-06

EEM ISHARES TR148.7K shares32.31%2025-12-312026-02-06

IGM ISHARES TR62.3K shares1.14%2025-12-312026-02-06

IGSB ISHARES TR150.7K shares43.25%2025-12-312026-02-06

Sponsored

MUB ISHARES TR73.8K shares60.27%2025-12-312026-02-06

WTV WISDOMTREE TR84.7K shares-0.03%2025-12-312026-02-06

SPIB SPDR SERIES TRUST231.6K shares-2.37%2025-12-312026-02-06

BA BOEING CO35.8K shares-20.91%2025-12-312026-02-06

CGCB CAPITAL GRP FIXED INCM ETF T289.7K shares65.23%2025-12-312026-02-06

AMAT APPLIED MATLS INC29.7K shares43.98%2025-12-312026-02-06

SHY ISHARES TR92.0K shares32.98%2025-12-312026-02-06

MCD MCDONALDS CORP24.9K shares46.64%2025-12-312026-02-06

Sponsored

AFLG FIRST TR EXCHNG TRADED FD VI193.3K shares-4.29%2025-12-312026-02-06

CITIGROUP INC CITIGROUP INC64.5K shares58.64%2025-12-312026-02-06

NEE NEXTERA ENERGY INC93.2K shares41.20%2025-12-312026-02-06

MGK VANGUARD WORLD FD18.0K shares9.73%2025-12-312026-02-06

PG PROCTER AND GAMBLE CO52.0K shares33.26%2025-12-312026-02-06

VIOG VANGUARD ADMIRAL FDS INC61.2K shares2.91%2025-12-312026-02-06

MS MORGAN STANLEY41.7K shares63.73%2025-12-312026-02-06

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW62.8K shares29.65%2025-12-312026-02-06

Sponsored

VZ VERIZON COMMUNICATIONS INC178.2K shares22.01%2025-12-312026-02-06

SPMO INVESCO EXCH TRADED FD TR II60.8K shares3.36%2025-12-312026-02-06

IBTH ISHARES TR322.1K shares26.29%2025-12-312026-02-06

AMGN AMGEN INC22.1K shares34.74%2025-12-312026-02-06

GEV GE VERNOVA INC11.0K shares57.70%2025-12-312026-02-06

T AT&T INC288.9K shares55.51%2025-12-312026-02-06

VBK VANGUARD INDEX FDS23.3K shares448.51%2025-12-312026-02-06

DFAC DIMENSIONAL ETF TRUST177.1K shares0.25%2025-12-312026-02-06

Sponsored

MINT PIMCO ETF TR68.8K shares14.06%2025-12-312026-02-06

QUANTA SVCS INC QUANTA SVCS INC16.2K sharesnew addition2025-12-312026-02-06

BOND PIMCO ETF TR72.8K shares8.74%2025-12-312026-02-06

NULG NUSHARES ETF TR68.5K shares1.84%2025-12-312026-02-06

CRM SALESFORCE INC25.2K shares28.66%2025-12-312026-02-06

VGT VANGUARD WORLD FD8.7K shares6.91%2025-12-312026-02-06

FDVV FIDELITY COVINGTON TRUST115.8K shares24.69%2025-12-312026-02-06

IUSG ISHARES TR39.0K shares1.59%2025-12-312026-02-06

Sponsored

SLV ISHARES SILVER TR100.1K shares19.17%2025-12-312026-02-06

SFLR INNOVATOR ETFS TRUST172.9K shares10.48%2025-12-312026-02-06

INTC INTEL CORP171.7K shares28.56%2025-12-312026-02-06

IWD ISHARES TR30.0K shares21.07%2025-12-312026-02-06

JAVA J P MORGAN EXCHANGE TRADED F87.8K shares9.77%2025-12-312026-02-06

BLACKSTONE INC BLACKSTONE INC40.6K shares-11.08%2025-12-312026-02-06

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T32.5K shares15.45%2025-12-312026-02-06

ITA ISHARES TR28.9K shares71.33%2025-12-312026-02-06

Sponsored

UNP UNION PAC CORP26.7K shares22.98%2025-12-312026-02-06

VTEB VANGUARD MUN BD FDS122.4K shares312.59%2025-12-312026-02-06

UBER UBER TECHNOLOGIES INC74.4K shares-3.52%2025-12-312026-02-06

HYG ISHARES TR75.0K shares15.15%2025-12-312026-02-06

AXP AMERICAN EXPRESS CO16.2K shares34.84%2025-12-312026-02-06

TCAF T ROWE PRICE ETF INC156.4K shares-8.57%2025-12-312026-02-06

BSX BOSTON SCIENTIFIC CORP62.5K shares36.80%2025-12-312026-02-06

BLACKROCK INC BLACKROCK INC5.6K shares1.29%2025-12-312026-02-06

Sponsored

APP APPLOVIN CORP8.6K shares327.88%2025-12-312026-02-06

EATON CORP PLC EATON CORP PLC18.1K shares29.85%2025-12-312026-02-06

USMV ISHARES TR61.1K shares38.95%2025-12-312026-02-06

TRGP TARGA RES CORP31.2K shares-0.36%2025-12-312026-02-06

CEG CONSTELLATION ENERGY CORP16.3K shares35.89%2025-12-312026-02-06

IWR ISHARES TR59.7K shares59.16%2025-12-312026-02-06

THRO BLACKROCK ETF TRUST149.0K shares83.29%2025-12-312026-02-06

IUSV ISHARES TR54.5K shares-13.09%2025-12-312026-02-06

Sponsored

DIS DISNEY WALT CO48.7K shares7.51%2025-12-312026-02-06

EFA ISHARES TR56.9K shares17.40%2025-12-312026-02-06

BKNG BOOKING HOLDINGS INC1.0K shares32.33%2025-12-312026-02-06

PFE PFIZER INC216.5K shares60.62%2025-12-312026-02-06

IAGG ISHARES TR106.6K shares93.15%2025-12-312026-02-06

MO ALTRIA GROUP INC91.8K shares74.33%2025-12-312026-02-06

LAM RESEARCH CORP LAM RESEARCH CORP30.9K shares87.89%2025-12-312026-02-06

JPST J P MORGAN EXCHANGE TRADED F102.9K shares-14.14%2025-12-312026-02-06

Sponsored

FESM FIDELITY COVINGTON TRUST137.1K shares1.68%2025-12-312026-02-06

AZN ASTRAZENECA PLC56.1K shares121.39%2025-12-312026-02-06

COF CAPITAL ONE FINL CORP21.2K shares85.89%2025-12-312026-02-06

IEI ISHARES TR42.9K shares48.67%2025-12-312026-02-06

UNH UNITEDHEALTH GROUP INC15.4K shares31.02%2025-12-312026-02-06

DHS WISDOMTREE TR49.7K shares5.24%2025-12-312026-02-06

LMT LOCKHEED MARTIN CORP10.4K shares13.70%2025-12-312026-02-06

JAAA JANUS DETROIT STR TR99.6K shares-6.60%2025-12-312026-02-06

Sponsored

TLT ISHARES TR57.4K shares22.87%2025-12-312026-02-06

MEDTRONIC PLC MEDTRONIC PLC51.9K shares54.59%2025-12-312026-02-06

XLI SELECT SECTOR SPDR TR32.1K shares19.58%2025-12-312026-02-06

SBUX STARBUCKS CORP58.8K shares10.17%2025-12-312026-02-06

LOW LOWES COS INC20.5K shares84.73%2025-12-312026-02-06

BMY BRISTOL-MYERS SQUIBB CO90.0K shares205.88%2025-12-312026-02-06

CGCP CAPITAL GRP FIXED INCM ETF T211.1K shares8.00%2025-12-312026-02-06

IBTI ISHARES TR212.3K shares32.36%2025-12-312026-02-06

Sponsored

CTAS CINTAS CORP25.1K shares66.68%2025-12-312026-02-06

AAAU GOLDMAN SACHS PHYSICAL GOLD110.6K shares1.02%2025-12-312026-02-06

DIEM FRANKLIN TEMPLETON ETF TR139.5K shares71.35%2025-12-312026-02-06

SRLN SSGA ACTIVE ETF TR113.2K shares1.52%2025-12-312026-02-06

FNDX SCHWAB STRATEGIC TR170.9K shares7.84%2025-12-312026-02-06

ESML ISHARES TR100.3K shares34261.99%2025-12-312026-02-06

IWS ISHARES TR32.6K shares70.75%2025-12-312026-02-06

QTEC FIRST TR EXCHANGE-TRADED FD19.9K shares-6.79%2025-12-312026-02-06

Sponsored

CB CHUBB LIMITED14.6K shares93.07%2025-12-312026-02-06

QCOM QUALCOMM INC26.5K shares48.34%2025-12-312026-02-06

IYW ISHARES TR22.5K shares7.98%2025-12-312026-02-06

VXUS VANGUARD STAR FDS59.6K shares20.24%2025-12-312026-02-06

HOOD ROBINHOOD MKTS INC39.7K shares73.42%2025-12-312026-02-06

XLF SELECT SECTOR SPDR TR81.6K shares-19.64%2025-12-312026-02-06

SCHX SCHWAB STRATEGIC TR165.9K shares218.59%2025-12-312026-02-06

FLTB FIDELITY MERRIMACK STR TR88.0K shares4.08%2025-12-312026-02-06

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FVD FIRST TR EXCHANGE-TRADED FD95.6K shares-9.05%2025-12-312026-02-06

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PEP PEPSICO INC29.5K shares48.89%2025-12-312026-02-06

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ASML ASML HOLDING N V3.9K shares220.60%2025-12-312026-02-06

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NVS NOVARTIS AG29.7K shares154.15%2025-12-312026-02-06

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CBOE CBOE GLOBAL MKTS INC15.9K shares636.60%2025-12-312026-02-06

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SCHB SCHWAB STRATEGIC TR133.2K shares-7.64%2025-12-312026-02-06

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IQV IQVIA HLDGS INC10.5K shares-0.31%2025-12-312026-02-06

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DFAI DIMENSIONAL ETF TRUST45.0K shares44.43%2025-12-312026-02-06

NVO NOVO-NORDISK A S33.7K shares143.52%2025-12-312026-02-06

QGRO AMERICAN CENTY ETF TR14.9K shares9.64%2025-12-312026-02-06

VLO VALERO ENERGY CORP10.5K shares48.56%2025-12-312026-02-06

ESGU ISHARES TR11.4K shares10.33%2025-12-312026-02-06

EZBC FRANKLIN TEMPLETON DIGITAL H33.5K shares45.46%2025-12-312026-02-06

Sponsored

TDIV FIRST TR EXCHANGE TRADED FD17.5K shares-16.16%2025-12-312026-02-06

SAP SAP SE6.9K shares384.62%2025-12-312026-02-06

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD112.1K sharesnew addition2025-12-312026-02-06

LVHI LEGG MASON ETF INVT45.6K shares13.40%2025-12-312026-02-06

PPA INVESCO EXCHANGE TRADED FD T10.7K shares9.98%2025-12-312026-02-06

QYLD GLOBAL X FDS94.5K shares-10.34%2025-12-312026-02-06

PGR PROGRESSIVE CORP7.3K shares95.62%2025-12-312026-02-06

OXY OCCIDENTAL PETE CORP40.5K shares53.61%2025-12-312026-02-06

Sponsored

USIG ISHARES TR32.0K shares23.87%2025-12-312026-02-06

ELV ELEVANCE HEALTH INC FORMERLY4.7K shares24.55%2025-12-312026-02-06

SAN BANCO SANTANDER SA141.1K shares249.49%2025-12-312026-02-06

AVLV AMERICAN CENTY ETF TR21.8K shares3.01%2025-12-312026-02-06

SCHE SCHWAB STRATEGIC TR50.4K shares13.63%2025-12-312026-02-06

IYR ISHARES TR17.6K shares-12.33%2025-12-312026-02-06

FELG FIDELITY COVINGTON TRUST39.6K shares74.73%2025-12-312026-02-06

RCL ROYAL CARIBBEAN GROUP5.9K shares103.19%2025-12-312026-02-06

Sponsored

FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD6.0K sharesnew addition2025-12-312026-02-06

SNA SNAP ON INC4.7K shares14.96%2025-12-312026-02-06

IGF ISHARES TR26.4K shares-9.22%2025-12-312026-02-06

DAL DELTA AIR LINES INC DEL23.1K shares66.70%2025-12-312026-02-06

SPYM

SPDR SERIES TRUST

3.65%

Shares2.4M

Event2025-12-31

Filed2026-02-06

AAPL

APPLE INC

20.27%

Shares568.6K

Event2025-12-31

Filed2026-02-06

NVDA

NVIDIA CORPORATION

30.39%

Shares758.9K

Event2025-12-31

Filed2026-02-06

AJG

GALLAGHER ARTHUR J & CO

-11.46%

Shares445.4K

Event2025-12-31

Filed2026-02-06

MSFT

MICROSOFT CORP

34.03%

Shares233.2K

Event2025-12-31

Filed2026-02-06

IVV

ISHARES TR

11.11%

Shares162.0K

Event2025-12-31

Filed2026-02-06

INVESCO QQQ TR

New

Shares152.2K

Event2025-12-31

Filed2026-02-06

AMZN

AMAZON COM INC

26.17%

Shares301.6K

Event2025-12-31

Filed2026-02-06

SPY

SPDR S&P 500 ETF TR

3.56%

Shares97.9K

Event2025-12-31

Filed2026-02-06

ALPHABET INC

42.67%

Shares201.8K

Event2025-12-31

Filed2026-02-06

TSLA

TESLA INC

21.89%

Shares127.3K

Event2025-12-31

Filed2026-02-06

SHV

ISHARES TR

21.46%

Shares484.5K

Event2025-12-31

Filed2026-02-06

IJR

ISHARES TR

2.30%

Shares434.5K

Event2025-12-31

Filed2026-02-06

VANGUARD INDEX FDS

4.67%

Shares80.9K

Event2025-12-31

Filed2026-02-06

VUG

VANGUARD INDEX FDS

78.01%

Shares98.5K

Event2025-12-31

Filed2026-02-06

BROADCOM INC

43.00%

Shares134.7K

Event2025-12-31

Filed2026-02-06

IEFA

ISHARES TR

47.21%

Shares494.5K

Event2025-12-31

Filed2026-02-06

META

META PLATFORMS INC

13.85%

Shares66.0K

Event2025-12-31

Filed2026-02-06

SPDW

SPDR INDEX SHS FDS

4.81%

Shares977.5K

Event2025-12-31

Filed2026-02-06

IJH

ISHARES TR

8.30%

Shares649.5K

Event2025-12-31

Filed2026-02-06

IWY

ISHARES TR

4.52%

Shares153.6K

Event2025-12-31

Filed2026-02-06

AGG

ISHARES TR

5.58%

Shares421.3K

Event2025-12-31

Filed2026-02-06

VEA

VANGUARD TAX-MANAGED FDS

65.20%

Shares671.9K

Event2025-12-31

Filed2026-02-06

VTV

VANGUARD INDEX FDS

68.69%

Shares212.7K

Event2025-12-31

Filed2026-02-06

JPM

JPMORGAN CHASE & CO.

33.01%

Shares125.1K

Event2025-12-31

Filed2026-02-06

CGGR

CAPITAL GROUP GROWTH ETF

6.25%

Shares879.2K

Event2025-12-31

Filed2026-02-06

IWF

ISHARES TR

0.95%

Shares76.4K

Event2025-12-31

Filed2026-02-06

FBND

FIDELITY MERRIMACK STR TR

5.60%

Shares759.7K

Event2025-12-31

Filed2026-02-06

RWL

INVESCO EXCH TRADED FD TR II

3.60%

Shares295.6K

Event2025-12-31

Filed2026-02-06

CGDV

CAPITAL GROUP DIVIDEND VALUE

11.86%

Shares764.4K

Event2025-12-31

Filed2026-02-06

ALPHABET INC

36.89%

Shares105.9K

Event2025-12-31

Filed2026-02-06

IEMG

ISHARES INC

62.55%

Shares489.5K

Event2025-12-31

Filed2026-02-06

VTI

VANGUARD INDEX FDS

-4.68%

Shares97.7K

Event2025-12-31

Filed2026-02-06

IVW

ISHARES TR

3.22%

Shares261.9K

Event2025-12-31

Filed2026-02-06

IVE

ISHARES TR

55.72%

Shares149.2K

Event2025-12-31

Filed2026-02-06

QQQM

INVESCO EXCH TRADED FD TR II

18.88%

Shares120.3K

Event2025-12-31

Filed2026-02-06

VONV

VANGUARD SCOTTSDALE FDS

4.35%

Shares319.3K

Event2025-12-31

Filed2026-02-06

IUSB

ISHARES TR

75.51%

Shares633.3K

Event2025-12-31

Filed2026-02-06

SCHG

SCHWAB STRATEGIC TR

405.86%

Shares898.8K

Event2025-12-31

Filed2026-02-06

DSI

ISHARES TR

19185.32%

Shares222.0K

Event2025-12-31

Filed2026-02-06

DYNF

BLACKROCK ETF TRUST

92.99%

Shares460.5K

Event2025-12-31

Filed2026-02-06

BERKSHIRE HATHAWAY INC DEL

16.79%

Shares55.3K

Event2025-12-31

Filed2026-02-06

SPMD

SPDR SERIES TRUST

-1.74%

Shares468.9K

Event2025-12-31

Filed2026-02-06

USFR

WISDOMTREE TR

20.03%

Shares520.2K

Event2025-12-31

Filed2026-02-06

SCHV

SCHWAB STRATEGIC TR

922.20%

Shares875.3K

Event2025-12-31

Filed2026-02-06

LLY

ELI LILLY & CO

33.05%

Shares24.0K

Event2025-12-31

Filed2026-02-06

ABBV

ABBVIE INC

13.87%

Shares110.7K

Event2025-12-31

Filed2026-02-06

VONG

VANGUARD SCOTTSDALE FDS

38.37%

Shares193.1K

Event2025-12-31

Filed2026-02-06

MBB

ISHARES TR

23.07%

Shares241.5K

Event2025-12-31

Filed2026-02-06

SPYV

SPDR SERIES TRUST

1.10%

Shares402.6K

Event2025-12-31

Filed2026-02-06

XLG

INVESCO EXCHANGE TRADED FD T

1.94%

Shares383.9K

Event2025-12-31

Filed2026-02-06

TSM

TAIWAN SEMICONDUCTOR MFG LTD

40.61%

Shares74.9K

Event2025-12-31

Filed2026-02-06

DGRO

ISHARES TR

38.95%

Shares325.7K

Event2025-12-31

Filed2026-02-06

SPHQ

INVESCO EXCHANGE TRADED FD T

0.95%

Shares284.8K

Event2025-12-31

Filed2026-02-06

VWO

VANGUARD INTL EQUITY INDEX F

35.57%

Shares391.9K

Event2025-12-31

Filed2026-02-06

BIL

SPDR SERIES TRUST

21.66%

Shares213.1K

Event2025-12-31

Filed2026-02-06

NFLX

NETFLIX INC

1142.25%

Shares203.0K

Event2025-12-31

Filed2026-02-06

VISA INC

6.89%

Shares53.8K

Event2025-12-31

Filed2026-02-06

GLD

SPDR GOLD TR

7.32%

Shares46.9K

Event2025-12-31

Filed2026-02-06

WMT

WALMART INC

23.63%

Shares158.3K

Event2025-12-31

Filed2026-02-06

GOVT

ISHARES TR

2.95%

Shares762.9K

Event2025-12-31

Filed2026-02-06

EFV

ISHARES TR

34.59%

Shares241.6K

Event2025-12-31

Filed2026-02-06

COST

COSTCO WHSL CORP NEW

24.10%

Shares19.7K

Event2025-12-31

Filed2026-02-06

IWM

ISHARES TR

27.77%

Shares66.1K

Event2025-12-31

Filed2026-02-06

IBDT

ISHARES TR

9.89%

Shares616.0K

Event2025-12-31

Filed2026-02-06

SCHD

SCHWAB STRATEGIC TR

19.24%

Shares561.9K

Event2025-12-31

Filed2026-02-06

ORCL

ORACLE CORP

17.43%

Shares78.9K

Event2025-12-31

Filed2026-02-06

VIG

VANGUARD SPECIALIZED FUNDS

0.65%

Shares69.9K

Event2025-12-31

Filed2026-02-06

TFLO

ISHARES TR

-12.40%

Shares303.3K

Event2025-12-31

Filed2026-02-06

QUAL

ISHARES TR

1.34%

Shares76.9K

Event2025-12-31

Filed2026-02-06

XOM

EXXON MOBIL CORP

37.43%

Shares122.5K

Event2025-12-31

Filed2026-02-06

HOME DEPOT INC

-11.31%

Shares42.4K

Event2025-12-31

Filed2026-02-06

VANGUARD INDEX FDS

0.09%

Shares49.2K

Event2025-12-31

Filed2026-02-06

PLTR

PALANTIR TECHNOLOGIES INC

6.83%

Shares79.3K

Event2025-12-31

Filed2026-02-06

ESGD

ISHARES TR

4573.39%

Shares147.7K

Event2025-12-31

Filed2026-02-06

IXUS

ISHARES TR

3.45%

Shares162.1K

Event2025-12-31

Filed2026-02-06

IBDS

ISHARES TR

7.38%

Shares564.3K

Event2025-12-31

Filed2026-02-06

ISRG

INTUITIVE SURGICAL INC

70.95%

Shares23.9K

Event2025-12-31

Filed2026-02-06

IBDR

ISHARES TR

7.86%

Shares557.3K

Event2025-12-31

Filed2026-02-06

NOW

SERVICENOW INC

591.36%

Shares88.0K

Event2025-12-31

Filed2026-02-06

SPEM

SPDR INDEX SHS FDS

7.87%

Shares287.3K

Event2025-12-31

Filed2026-02-06

OEF

ISHARES TR

54.61%

Shares38.4K

Event2025-12-31

Filed2026-02-06

CVX

CHEVRON CORP NEW

29.23%

Shares84.8K

Event2025-12-31

Filed2026-02-06

IBIT

ISHARES BITCOIN TRUST ETF

-4.39%

Shares258.8K

Event2025-12-31

Filed2026-02-06

CAT

CATERPILLAR INC

24.05%

Shares22.3K

Event2025-12-31

Filed2026-02-06

RDVY

FIRST TR EXCHANGE TRADED FD

0.44%

Shares181.5K

Event2025-12-31

Filed2026-02-06

MASTERCARD INCORPORATED

62.30%

Shares21.9K

Event2025-12-31

Filed2026-02-06

COWZ

PACER FDS TR

1.58%

Shares202.2K

Event2025-12-31

Filed2026-02-06

JNJ

JOHNSON & JOHNSON

67.55%

Shares58.5K

Event2025-12-31

Filed2026-02-06

VYM

VANGUARD WHITEHALL FDS

39.39%

Shares83.3K

Event2025-12-31

Filed2026-02-06

AMD

ADVANCED MICRO DEVICES INC

47.53%

Shares55.6K

Event2025-12-31

Filed2026-02-06

SPSM

SPDR SERIES TRUST

-1.09%

Shares249.3K

Event2025-12-31

Filed2026-02-06

VCIT

VANGUARD SCOTTSDALE FDS

6.41%

Shares139.5K

Event2025-12-31

Filed2026-02-06

SPYG

SPDR SERIES TRUST

-6.43%

Shares108.7K

Event2025-12-31

Filed2026-02-06

SPTM

SPDR SERIES TRUST

3.69%

Shares139.4K

Event2025-12-31

Filed2026-02-06

BINC

BLACKROCK ETF TRUST II

33.82%

Shares215.8K

Event2025-12-31

Filed2026-02-06

ITOT

ISHARES TR

5.62%

Shares75.5K

Event2025-12-31

Filed2026-02-06

ISHARES GOLD TR

54.75%

Shares137.9K

Event2025-12-31

Filed2026-02-06

SPAB

SPDR SERIES TRUST

6.96%

Shares432.8K

Event2025-12-31

Filed2026-02-06

ICSH

ISHARES TR

1.48%

Shares220.0K

Event2025-12-31

Filed2026-02-06

BAC

BANK AMERICA CORP

78.48%

Shares200.8K

Event2025-12-31

Filed2026-02-06

XLK

SELECT SECTOR SPDR TR

106.74%

Shares76.2K

Event2025-12-31

Filed2026-02-06

PHILIP MORRIS INTL INC

40.34%

Shares67.2K

Event2025-12-31

Filed2026-02-06

CSCO

CISCO SYS INC

60.76%

Shares138.2K

Event2025-12-31

Filed2026-02-06

IBTG

ISHARES TR

11.59%

Shares461.9K

Event2025-12-31

Filed2026-02-06

ISHARES TR

New

Shares448.9K

Event2025-12-31

Filed2026-02-06

GOLDMAN SACHS GROUP INC

35.02%

Shares11.9K

Event2025-12-31

Filed2026-02-06

SMH

VANECK ETF TRUST

4.03%

Shares28.9K

Event2025-12-31

Filed2026-02-06

IBM

INTERNATIONAL BUSINESS MACHS

31.60%

Shares35.0K

Event2025-12-31

Filed2026-02-06

CENCORA INC

New

Shares30.5K

Event2025-12-31

Filed2026-02-06

COCA COLA CO

17.74%

Shares146.1K

Event2025-12-31

Filed2026-02-06

SPGP

INVESCO EXCHANGE TRADED FD T

-40.76%

Shares89.4K

Event2025-12-31

Filed2026-02-06

GE AEROSPACE

45.18%

Shares32.4K

Event2025-12-31

Filed2026-02-06

ABT

ABBOTT LABS

20.59%

Shares79.5K

Event2025-12-31

Filed2026-02-06

TJX

TJX COS INC NEW

71.46%

Shares63.6K

Event2025-12-31

Filed2026-02-06

BND

VANGUARD BD INDEX FDS

74.82%

Shares130.2K

Event2025-12-31

Filed2026-02-06

JBND

J P MORGAN EXCHANGE TRADED F

22.02%

Shares176.2K

Event2025-12-31

Filed2026-02-06

PULS

PGIM ETF TR

12.70%

Shares190.9K

Event2025-12-31

Filed2026-02-06

VBR

VANGUARD INDEX FDS

281.99%

Shares44.5K

Event2025-12-31

Filed2026-02-06

XLC

SELECT SECTOR SPDR TR

4.55%

Shares79.3K

Event2025-12-31

Filed2026-02-06

HEFA

ISHARES TR

21.72%

Shares225.0K

Event2025-12-31

Filed2026-02-06

TLH

ISHARES TR

96.46%

Shares91.2K

Event2025-12-31

Filed2026-02-06

MERCK & CO INC

110.36%

Shares87.7K

Event2025-12-31

Filed2026-02-06

BAI

BLACKROCK ETF TRUST

61.54%

Shares268.4K

Event2025-12-31

Filed2026-02-06

MTUM

ISHARES TR

242.47%

Shares35.2K

Event2025-12-31

Filed2026-02-06

ESGE

ISHARES INC

209.43%

Shares198.7K

Event2025-12-31

Filed2026-02-06

WFC

WELLS FARGO CO NEW

18.41%

Shares93.8K

Event2025-12-31

Filed2026-02-06

MICRON TECHNOLOGY INC

60.15%

Shares30.4K

Event2025-12-31

Filed2026-02-06

RTX CORPORATION

New

Shares47.2K

Event2025-12-31

Filed2026-02-06

IMTB

ISHARES TR

34.19%

Shares193.0K

Event2025-12-31

Filed2026-02-06

VANGUARD INDEX FDS

-4.99%

Shares32.2K

Event2025-12-31

Filed2026-02-06

VGLT

VANGUARD SCOTTSDALE FDS

5.72%

Shares148.0K

Event2025-12-31

Filed2026-02-06

HDV

ISHARES TR

12.33%

Shares67.1K

Event2025-12-31

Filed2026-02-06

EEM

ISHARES TR

32.31%

Shares148.7K

Event2025-12-31

Filed2026-02-06

IGM

ISHARES TR

1.14%

Shares62.3K

Event2025-12-31

Filed2026-02-06

IGSB

ISHARES TR

43.25%

Shares150.7K

Event2025-12-31

Filed2026-02-06

MUB

ISHARES TR

60.27%

Shares73.8K

Event2025-12-31

Filed2026-02-06

WTV

WISDOMTREE TR

-0.03%

Shares84.7K

Event2025-12-31

Filed2026-02-06

SPIB

SPDR SERIES TRUST

-2.37%

Shares231.6K

Event2025-12-31

Filed2026-02-06

BOEING CO

-20.91%

Shares35.8K

Event2025-12-31

Filed2026-02-06

CGCB

CAPITAL GRP FIXED INCM ETF T

65.23%

Shares289.7K

Event2025-12-31

Filed2026-02-06

AMAT

APPLIED MATLS INC

43.98%

Shares29.7K

Event2025-12-31

Filed2026-02-06

SHY

ISHARES TR

32.98%

Shares92.0K

Event2025-12-31

Filed2026-02-06

MCD

MCDONALDS CORP

46.64%

Shares24.9K

Event2025-12-31

Filed2026-02-06

AFLG

FIRST TR EXCHNG TRADED FD VI

-4.29%

Shares193.3K

Event2025-12-31

Filed2026-02-06

CITIGROUP INC

58.64%

Shares64.5K

Event2025-12-31

Filed2026-02-06

NEE

NEXTERA ENERGY INC

41.20%

Shares93.2K

Event2025-12-31

Filed2026-02-06

MGK

VANGUARD WORLD FD

9.73%

Shares18.0K

Event2025-12-31

Filed2026-02-06

PROCTER AND GAMBLE CO

33.26%

Shares52.0K

Event2025-12-31

Filed2026-02-06

VIOG

VANGUARD ADMIRAL FDS INC

2.91%

Shares61.2K

Event2025-12-31

Filed2026-02-06

MORGAN STANLEY

63.73%

Shares41.7K

Event2025-12-31

Filed2026-02-06

DUKE ENERGY CORP NEW

29.65%

Shares62.8K

Event2025-12-31

Filed2026-02-06

VERIZON COMMUNICATIONS INC

22.01%

Shares178.2K

Event2025-12-31

Filed2026-02-06

SPMO

INVESCO EXCH TRADED FD TR II

3.36%

Shares60.8K

Event2025-12-31

Filed2026-02-06

IBTH

ISHARES TR

26.29%

Shares322.1K

Event2025-12-31

Filed2026-02-06

AMGN

AMGEN INC

34.74%

Shares22.1K

Event2025-12-31

Filed2026-02-06

GEV

GE VERNOVA INC

57.70%

Shares11.0K

Event2025-12-31

Filed2026-02-06

AT&T INC

55.51%

Shares288.9K

Event2025-12-31

Filed2026-02-06

VBK

VANGUARD INDEX FDS

448.51%

Shares23.3K

Event2025-12-31

Filed2026-02-06

DFAC

DIMENSIONAL ETF TRUST

0.25%

Shares177.1K

Event2025-12-31

Filed2026-02-06

MINT

PIMCO ETF TR

14.06%

Shares68.8K

Event2025-12-31

Filed2026-02-06

QUANTA SVCS INC

New

Shares16.2K

Event2025-12-31

Filed2026-02-06

BOND

PIMCO ETF TR

8.74%

Shares72.8K

Event2025-12-31

Filed2026-02-06

NULG

NUSHARES ETF TR

1.84%

Shares68.5K

Event2025-12-31

Filed2026-02-06

CRM

SALESFORCE INC

28.66%

Shares25.2K

Event2025-12-31

Filed2026-02-06

VGT

VANGUARD WORLD FD

6.91%

Shares8.7K

Event2025-12-31

Filed2026-02-06

FDVV

FIDELITY COVINGTON TRUST

24.69%

Shares115.8K

Event2025-12-31

Filed2026-02-06

IUSG

ISHARES TR

1.59%

Shares39.0K

Event2025-12-31

Filed2026-02-06

SLV

ISHARES SILVER TR

19.17%

Shares100.1K

Event2025-12-31

Filed2026-02-06

SFLR

INNOVATOR ETFS TRUST

10.48%

Shares172.9K

Event2025-12-31

Filed2026-02-06

INTC

INTEL CORP

28.56%

Shares171.7K

Event2025-12-31

Filed2026-02-06

IWD

ISHARES TR

21.07%

Shares30.0K

Event2025-12-31

Filed2026-02-06

JAVA

J P MORGAN EXCHANGE TRADED F

9.77%

Shares87.8K

Event2025-12-31

Filed2026-02-06

BLACKSTONE INC

-11.08%

Shares40.6K

Event2025-12-31

Filed2026-02-06

INVESCO EXCHANGE TRADED FD T

15.45%

Shares32.5K

Event2025-12-31

Filed2026-02-06

ITA

ISHARES TR

71.33%

Shares28.9K

Event2025-12-31

Filed2026-02-06

UNP

UNION PAC CORP

22.98%

Shares26.7K

Event2025-12-31

Filed2026-02-06

VTEB

VANGUARD MUN BD FDS

312.59%

Shares122.4K

Event2025-12-31

Filed2026-02-06

UBER

UBER TECHNOLOGIES INC

-3.52%

Shares74.4K

Event2025-12-31

Filed2026-02-06

HYG

ISHARES TR

15.15%

Shares75.0K

Event2025-12-31

Filed2026-02-06

AXP

AMERICAN EXPRESS CO

34.84%

Shares16.2K

Event2025-12-31

Filed2026-02-06

TCAF

T ROWE PRICE ETF INC

-8.57%

Shares156.4K

Event2025-12-31

Filed2026-02-06

BSX

BOSTON SCIENTIFIC CORP

36.80%

Shares62.5K

Event2025-12-31

Filed2026-02-06

BLACKROCK INC

1.29%

Shares5.6K

Event2025-12-31

Filed2026-02-06

APP

APPLOVIN CORP

327.88%

Shares8.6K

Event2025-12-31

Filed2026-02-06

EATON CORP PLC

29.85%

Shares18.1K

Event2025-12-31

Filed2026-02-06

USMV

ISHARES TR

38.95%

Shares61.1K

Event2025-12-31

Filed2026-02-06

TRGP

TARGA RES CORP

-0.36%

Shares31.2K

Event2025-12-31

Filed2026-02-06

CEG

CONSTELLATION ENERGY CORP

35.89%

Shares16.3K

Event2025-12-31

Filed2026-02-06

IWR

ISHARES TR

59.16%

Shares59.7K

Event2025-12-31

Filed2026-02-06

THRO

BLACKROCK ETF TRUST

83.29%

Shares149.0K

Event2025-12-31

Filed2026-02-06

IUSV

ISHARES TR

-13.09%

Shares54.5K

Event2025-12-31

Filed2026-02-06

DIS

DISNEY WALT CO

7.51%

Shares48.7K

Event2025-12-31

Filed2026-02-06

EFA

ISHARES TR

17.40%

Shares56.9K

Event2025-12-31

Filed2026-02-06

BKNG

BOOKING HOLDINGS INC

32.33%

Shares1.0K

Event2025-12-31

Filed2026-02-06

PFE

PFIZER INC

60.62%

Shares216.5K

Event2025-12-31

Filed2026-02-06

IAGG

ISHARES TR

93.15%

Shares106.6K

Event2025-12-31

Filed2026-02-06

ALTRIA GROUP INC

74.33%

Shares91.8K

Event2025-12-31

Filed2026-02-06

LAM RESEARCH CORP

87.89%

Shares30.9K

Event2025-12-31

Filed2026-02-06

JPST

J P MORGAN EXCHANGE TRADED F

-14.14%

Shares102.9K

Event2025-12-31

Filed2026-02-06

FESM

FIDELITY COVINGTON TRUST

1.68%

Shares137.1K

Event2025-12-31

Filed2026-02-06

AZN

ASTRAZENECA PLC

121.39%

Shares56.1K

Event2025-12-31

Filed2026-02-06

COF

CAPITAL ONE FINL CORP

85.89%

Shares21.2K

Event2025-12-31

Filed2026-02-06

IEI

ISHARES TR

48.67%

Shares42.9K

Event2025-12-31

Filed2026-02-06

UNH

UNITEDHEALTH GROUP INC

31.02%

Shares15.4K

Event2025-12-31

Filed2026-02-06

DHS

WISDOMTREE TR

5.24%

Shares49.7K

Event2025-12-31

Filed2026-02-06

LMT

LOCKHEED MARTIN CORP

13.70%

Shares10.4K

Event2025-12-31

Filed2026-02-06

JAAA

JANUS DETROIT STR TR

-6.60%

Shares99.6K

Event2025-12-31

Filed2026-02-06

TLT

ISHARES TR

22.87%

Shares57.4K

Event2025-12-31

Filed2026-02-06

MEDTRONIC PLC

54.59%

Shares51.9K

Event2025-12-31

Filed2026-02-06

XLI

SELECT SECTOR SPDR TR

19.58%

Shares32.1K

Event2025-12-31

Filed2026-02-06

SBUX

STARBUCKS CORP

10.17%

Shares58.8K

Event2025-12-31

Filed2026-02-06

LOW

LOWES COS INC

84.73%

Shares20.5K

Event2025-12-31

Filed2026-02-06

BMY

BRISTOL-MYERS SQUIBB CO

205.88%

Shares90.0K

Event2025-12-31

Filed2026-02-06

CGCP

CAPITAL GRP FIXED INCM ETF T

8.00%

Shares211.1K

Event2025-12-31

Filed2026-02-06

IBTI

ISHARES TR

32.36%

Shares212.3K

Event2025-12-31

Filed2026-02-06

CTAS

CINTAS CORP

66.68%

Shares25.1K

Event2025-12-31

Filed2026-02-06

AAAU

GOLDMAN SACHS PHYSICAL GOLD

1.02%

Shares110.6K

Event2025-12-31

Filed2026-02-06

DIEM

FRANKLIN TEMPLETON ETF TR

71.35%

Shares139.5K

Event2025-12-31

Filed2026-02-06

SRLN

SSGA ACTIVE ETF TR

1.52%

Shares113.2K

Event2025-12-31

Filed2026-02-06

FNDX

SCHWAB STRATEGIC TR

7.84%

Shares170.9K

Event2025-12-31

Filed2026-02-06

ESML

ISHARES TR

34261.99%

Shares100.3K

Event2025-12-31

Filed2026-02-06

IWS

ISHARES TR

70.75%

Shares32.6K

Event2025-12-31

Filed2026-02-06

QTEC

FIRST TR EXCHANGE-TRADED FD

-6.79%

Shares19.9K

Event2025-12-31

Filed2026-02-06

CHUBB LIMITED

93.07%

Shares14.6K

Event2025-12-31

Filed2026-02-06

QCOM

QUALCOMM INC

48.34%

Shares26.5K

Event2025-12-31

Filed2026-02-06

IYW

ISHARES TR

7.98%

Shares22.5K

Event2025-12-31

Filed2026-02-06

VXUS

VANGUARD STAR FDS

20.24%

Shares59.6K

Event2025-12-31

Filed2026-02-06

HOOD

ROBINHOOD MKTS INC

73.42%

Shares39.7K

Event2025-12-31

Filed2026-02-06

XLF

SELECT SECTOR SPDR TR

-19.64%

Shares81.6K

Event2025-12-31

Filed2026-02-06

SCHX

SCHWAB STRATEGIC TR

218.59%

Shares165.9K

Event2025-12-31

Filed2026-02-06

FLTB

FIDELITY MERRIMACK STR TR

4.08%

Shares88.0K

Event2025-12-31

Filed2026-02-06

FVD

FIRST TR EXCHANGE-TRADED FD

-9.05%

Shares95.6K

Event2025-12-31

Filed2026-02-06

GBTC

GRAYSCALE BITCOIN TRUST ETF

1.70%

Shares64.4K

Event2025-12-31

Filed2026-02-06

IWN

ISHARES TR

88.96%

Shares24.2K

Event2025-12-31

Filed2026-02-06

HYMB

SPDR SERIES TRUST

2041.33%

Shares175.7K

Event2025-12-31

Filed2026-02-06

TMSL

T ROWE PRICE ETF INC

9.13%

Shares121.5K

Event2025-12-31

Filed2026-02-06

INTU

INTUIT

169.12%

Shares6.5K

Event2025-12-31

Filed2026-02-06

TFC

TRUIST FINL CORP

32.83%

Shares86.5K

Event2025-12-31

Filed2026-02-06

CRWD

CROWDSTRIKE HLDGS INC

14.91%

Shares9.1K

Event2025-12-31

Filed2026-02-06

PEP

PEPSICO INC

48.89%

Shares29.5K

Event2025-12-31

Filed2026-02-06

VONE

VANGUARD SCOTTSDALE FDS

482.16%

Shares13.7K

Event2025-12-31

Filed2026-02-06

SHYG

ISHARES TR

578.26%

Shares98.1K

Event2025-12-31

Filed2026-02-06

TMO

THERMO FISHER SCIENTIFIC INC

121.10%

Shares7.2K

Event2025-12-31

Filed2026-02-06

WORLD GOLD TR

New

Shares48.7K

Event2025-12-31

Filed2026-02-06

PANW

PALO ALTO NETWORKS INC

-14.28%

Shares22.5K

Event2025-12-31

Filed2026-02-06

ASML

ASML HOLDING N V

220.60%

Shares3.9K

Event2025-12-31

Filed2026-02-06

CME

CME GROUP INC

71.09%

Shares15.2K

Event2025-12-31

Filed2026-02-06

NVS

NOVARTIS AG

154.15%

Shares29.7K

Event2025-12-31

Filed2026-02-06

WASTE MGMT INC DEL

14.66%

Shares18.4K

Event2025-12-31

Filed2026-02-06

NOBL

PROSHARES TR

-5.43%

Shares38.7K

Event2025-12-31

Filed2026-02-06

VIOV

VANGUARD ADMIRAL FDS INC

2.94%

Shares41.0K

Event2025-12-31

Filed2026-02-06

VRT

VERTIV HOLDINGS CO

39.69%

Shares24.6K

Event2025-12-31

Filed2026-02-06

CBOE

CBOE GLOBAL MKTS INC

636.60%

Shares15.9K

Event2025-12-31

Filed2026-02-06

SDVY

FIRST TR EXCHANGE-TRADED FD

-5.97%

Shares103.8K

Event2025-12-31

Filed2026-02-06

GILD

GILEAD SCIENCES INC

80.67%

Shares32.3K

Event2025-12-31

Filed2026-02-06

VCSH

VANGUARD SCOTTSDALE FDS

-1.84%

Shares49.3K

Event2025-12-31

Filed2026-02-06

PLD

PROLOGIS INC.

58.82%

Shares30.6K

Event2025-12-31

Filed2026-02-06

PNC

PNC FINL SVCS GROUP INC

41.41%

Shares18.7K

Event2025-12-31

Filed2026-02-06

PFF

ISHARES TR

-0.27%

Shares125.6K

Event2025-12-31

Filed2026-02-06

SHOP

SHOPIFY INC

11.15%

Shares24.1K

Event2025-12-31

Filed2026-02-06

BSV

VANGUARD BD INDEX FDS

8.94%

Shares49.2K

Event2025-12-31

Filed2026-02-06

VYMI

VANGUARD WHITEHALL FDS

138.88%

Shares42.8K

Event2025-12-31

Filed2026-02-06

IEF

ISHARES TR

17.50%

Shares39.5K

Event2025-12-31

Filed2026-02-06

PTLC

PACER FDS TR

4.90%

Shares68.3K

Event2025-12-31

Filed2026-02-06

EMB

ISHARES TR

226.50%

Shares39.4K

Event2025-12-31

Filed2026-02-06

SYK

STRYKER CORPORATION

54.62%

Shares10.8K

Event2025-12-31

Filed2026-02-06

SPHY

SPDR SERIES TRUST

50.61%

Shares159.3K

Event2025-12-31

Filed2026-02-06

ADBE

ADOBE INC

60.98%

Shares10.8K

Event2025-12-31

Filed2026-02-06

GSY

INVESCO ACTIVELY MANAGED EXC

20.21%

Shares74.7K

Event2025-12-31

Filed2026-02-06

SCHW

SCHWAB CHARLES CORP

21.79%

Shares37.5K

Event2025-12-31

Filed2026-02-06

FIRST TR EXCHANGE TRADED FD

-0.16%

Shares59.2K

Event2025-12-31

Filed2026-02-06

QDEC

FIRST TR EXCHNG TRADED FD VI

1.65%

Shares113.9K

Event2025-12-31

Filed2026-02-06

IJK

ISHARES TR

-0.76%

Shares38.0K

Event2025-12-31

Filed2026-02-06

CGUS

CAPITAL GROUP CORE EQUITY ET

51.98%

Shares91.2K

Event2025-12-31

Filed2026-02-06

EMXC

ISHARES INC

443.34%

Shares50.0K

Event2025-12-31

Filed2026-02-06

MOAT

VANECK ETF TRUST

-1.75%

Shares35.1K

Event2025-12-31

Filed2026-02-06

MCK

MCKESSON CORP

51.57%

Shares4.4K

Event2025-12-31

Filed2026-02-06

JEPI

J P MORGAN EXCHANGE TRADED F

11.53%

Shares62.8K

Event2025-12-31

Filed2026-02-06

OKE

ONEOK INC NEW

5.09%

Shares48.9K

Event2025-12-31

Filed2026-02-06

SGOV

ISHARES TR

0.86%

Shares35.7K

Event2025-12-31

Filed2026-02-06

SJNK

SPDR SERIES TRUST

5.26%

Shares141.5K

Event2025-12-31

Filed2026-02-06

XLV

SELECT SECTOR SPDR TR

9.75%

Shares23.0K

Event2025-12-31

Filed2026-02-06

FTLS

FIRST TR EXCH TRADED FD III

40.85%

Shares50.1K

Event2025-12-31

Filed2026-02-06

XDEC

FIRST TR EXCHNG TRADED FD VI

1.93%

Shares86.3K

Event2025-12-31

Filed2026-02-06

AGOX

STARBOARD INVT TR

1.41%

Shares123.4K

Event2025-12-31

Filed2026-02-06

VTIP

VANGUARD MALVERN FDS

33.24%

Shares71.2K

Event2025-12-31

Filed2026-02-06

KLAC

KLA CORP

163.24%

Shares2.9K

Event2025-12-31

Filed2026-02-06

SCHB

SCHWAB STRATEGIC TR

-7.64%

Shares133.2K

Event2025-12-31

Filed2026-02-06

DDEC

FIRST TR EXCHNG TRADED FD VI

2.06%

Shares77.2K

Event2025-12-31

Filed2026-02-06

WMB

WILLIAMS COS INC

56.34%

Shares57.5K

Event2025-12-31

Filed2026-02-06

SCHZ

SCHWAB STRATEGIC TR

5.21%

Shares147.4K

Event2025-12-31

Filed2026-02-06

CGMS

CAPITAL GRP FIXED INCM ETF T

20.39%

Shares124.4K

Event2025-12-31

Filed2026-02-06

MLPA

GLOBAL X FDS

-32.59%

Shares70.2K

Event2025-12-31

Filed2026-02-06

VOE

VANGUARD INDEX FDS

71.65%

Shares19.1K

Event2025-12-31

Filed2026-02-06

SPTI

SPDR SERIES TRUST

-5.20%

Shares117.5K

Event2025-12-31

Filed2026-02-06

IOO

ISHARES TR

2.62%

Shares26.7K

Event2025-12-31

Filed2026-02-06

JMST

J P MORGAN EXCHANGE TRADED F

9.95%

Shares66.3K

Event2025-12-31

Filed2026-02-06

SPGI

S&P GLOBAL INC

144.58%

Shares6.4K

Event2025-12-31

Filed2026-02-06

CLSE

TRUST FOR PROFESSIONAL MANAG

2.38%

Shares121.8K

Event2025-12-31

Filed2026-02-06

VANGUARD INDEX FDS

12.41%

Shares10.5K

Event2025-12-31

Filed2026-02-06

WDC

WESTERN DIGITAL CORP

1266.83%

Shares19.2K

Event2025-12-31

Filed2026-02-06

CDNS

CADENCE DESIGN SYSTEM INC

336.31%

Shares10.6K

Event2025-12-31

Filed2026-02-06

USB

US BANCORP DEL

46.40%

Shares61.8K

Event2025-12-31

Filed2026-02-06

XLE

SELECT SECTOR SPDR TR

105.09%

Shares73.7K

Event2025-12-31

Filed2026-02-06

REALTY INCOME CORP

15.15%

Shares57.0K

Event2025-12-31

Filed2026-02-06

AVEM

AMERICAN CENTY ETF TR

29.75%

Shares41.6K

Event2025-12-31

Filed2026-02-06

ENERGY TRANSFER L P

-4.58%

Shares192.8K

Event2025-12-31

Filed2026-02-06

MLPX

GLOBAL X FDS

-13.95%

Shares52.4K

Event2025-12-31

Filed2026-02-06

VNQ

VANGUARD INDEX FDS

13.22%

Shares35.7K

Event2025-12-31

Filed2026-02-06

IWP

ISHARES TR

39.22%

Shares23.0K

Event2025-12-31

Filed2026-02-06

ARISTA NETWORKS INC

29.28%

Shares24.0K

Event2025-12-31

Filed2026-02-06

GPIX

GOLDMAN SACHS ETF TR

-23.65%

Shares59.6K

Event2025-12-31

Filed2026-02-06

CMI

CUMMINS INC

18.06%

Shares6.1K

Event2025-12-31

Filed2026-02-06

DFAX

DIMENSIONAL ETF TRUST

-1.05%

Shares95.4K

Event2025-12-31

Filed2026-02-06

SEIV

SEI EXCHANGE TRADED FUNDS

New

Shares75.2K

Event2025-12-31

Filed2026-02-06

SCZ

ISHARES TR

21.52%

Shares40.0K

Event2025-12-31

Filed2026-02-06

PARKER-HANNIFIN CORP

74.81%

Shares3.5K

Event2025-12-31

Filed2026-02-06

SEIM

SEI EXCHANGE TRADED FUNDS

New

Shares66.8K

Event2025-12-31

Filed2026-02-06

YEAR

AB ACTIVE ETFS INC

New

Shares60.8K

Event2025-12-31

Filed2026-02-06

IDEV

ISHARES TR

2251.87%

Shares37.1K

Event2025-12-31

Filed2026-02-06

ECL

ECOLAB INC

22.73%

Shares11.7K

Event2025-12-31

Filed2026-02-06

WEC ENERGY GROUP INC

22.19%

Shares29.0K

Event2025-12-31

Filed2026-02-06

ALPS ETF TR

-35.40%

Shares64.9K

Event2025-12-31

Filed2026-02-06

GVI

ISHARES TR

-10.14%

Shares28.4K

Event2025-12-31

Filed2026-02-06

STBA

S & T BANCORP INC

New

Shares77.6K

Event2025-12-31

Filed2026-02-06

ILCB

ISHARES TR

11.49%

Shares32.2K

Event2025-12-31

Filed2026-02-06

SCHA

SCHWAB STRATEGIC TR

99.38%

Shares106.1K

Event2025-12-31

Filed2026-02-06

FXI

ISHARES TR

1.76%

Shares78.3K

Event2025-12-31

Filed2026-02-06

BXSL

BLACKSTONE SECD LENDING FD

-18.95%

Shares113.8K

Event2025-12-31

Filed2026-02-06

LNG

CHENIERE ENERGY INC

16.87%

Shares15.3K

Event2025-12-31

Filed2026-02-06

AVDE

AMERICAN CENTY ETF TR

21.60%

Shares36.0K

Event2025-12-31

Filed2026-02-06

XLU

SELECT SECTOR SPDR TR

133.60%

Shares69.4K

Event2025-12-31

Filed2026-02-06

JIRE

J P MORGAN EXCHANGE TRADED F

-2.07%

Shares39.3K

Event2025-12-31

Filed2026-02-06

ADI

ANALOG DEVICES INC

65.72%

Shares10.8K

Event2025-12-31

Filed2026-02-06

COIN

COINBASE GLOBAL INC

29.96%

Shares12.9K

Event2025-12-31

Filed2026-02-06

TXN

TEXAS INSTRS INC

42.29%

Shares16.8K

Event2025-12-31

Filed2026-02-06

AVUS

AMERICAN CENTY ETF TR

8.31%

Shares26.0K

Event2025-12-31

Filed2026-02-06

MMM

3M CO

61.44%

Shares18.0K

Event2025-12-31

Filed2026-02-06

IWO

ISHARES TR

711.69%

Shares8.9K

Event2025-12-31

Filed2026-02-06

AMZA

ETFIS SER TR I

-38.58%

Shares72.1K

Event2025-12-31

Filed2026-02-06

PHB

INVESCO EXCH TRADED FD TR II

-0.78%

Shares151.1K

Event2025-12-31

Filed2026-02-06

VFLO

VICTORY PORTFOLIOS II

-15.09%

Shares71.2K

Event2025-12-31

Filed2026-02-06

BTI

BRITISH AMERN TOB PLC

31.03%

Shares49.5K

Event2025-12-31

Filed2026-02-06

SNOW

SNOWFLAKE INC

6.58%

Shares12.8K

Event2025-12-31

Filed2026-02-06

GII

SPDR INDEX SHS FDS

3.93%

Shares40.1K

Event2025-12-31

Filed2026-02-06

CGMU

CAPITAL GRP FIXED INCM ETF T

8.30%

Shares102.0K

Event2025-12-31

Filed2026-02-06

AVUV

AMERICAN CENTY ETF TR

2.64%

Shares27.2K

Event2025-12-31

Filed2026-02-06

TMUS

T-MOBILE US INC

78.98%

Shares13.7K

Event2025-12-31

Filed2026-02-06

LINDE PLC

155.13%

Shares6.4K

Event2025-12-31

Filed2026-02-06

SCHF

SCHWAB STRATEGIC TR

10.45%

Shares112.8K

Event2025-12-31

Filed2026-02-06

APD

AIR PRODS & CHEMS INC

-2.68%

Shares11.0K

Event2025-12-31

Filed2026-02-06

GSK PLC

44.43%

Shares54.5K

Event2025-12-31

Filed2026-02-06

FIRST TR EXCHANGE-TRADED FD

New

Shares27.9K

Event2025-12-31

Filed2026-02-06

COP

CONOCOPHILLIPS

107.65%

Shares28.5K

Event2025-12-31

Filed2026-02-06

ETHA

ISHARES ETHEREUM TR

8.37%

Shares118.4K

Event2025-12-31

Filed2026-02-06

IBB

ISHARES TR

1.94%

Shares15.7K

Event2025-12-31

Filed2026-02-06

ACCENTURE PLC IRELAND

45.32%

Shares9.8K

Event2025-12-31

Filed2026-02-06

INVESCO EXCH TRADED FD TR II

1.57%

Shares36.8K

Event2025-12-31

Filed2026-02-06

DEERE & CO

19.69%

Shares5.6K

Event2025-12-31

Filed2026-02-06

FSLR

FIRST SOLAR INC

9.99%

Shares9.9K

Event2025-12-31

Filed2026-02-06

JEPQ

J P MORGAN EXCHANGE TRADED F

13.90%

Shares44.3K

Event2025-12-31

Filed2026-02-06

ADSK

AUTODESK INC

33.16%

Shares8.6K

Event2025-12-31

Filed2026-02-06

NEM

NEWMONT CORP

39.97%

Shares25.4K

Event2025-12-31

Filed2026-02-06

CALI

BLACKROCK ETF TRUST II

119.31%

Shares50.1K

Event2025-12-31

Filed2026-02-06

LYG

LLOYDS BANKING GROUP PLC

16.59%

Shares476.6K

Event2025-12-31

Filed2026-02-06

APH

AMPHENOL CORP NEW

110.53%

Shares18.7K

Event2025-12-31

Filed2026-02-06

IBKR

INTERACTIVE BROKERS GROUP IN

172.88%

Shares39.3K

Event2025-12-31

Filed2026-02-06

PFFD

GLOBAL X FDS

-10.53%

Shares133.1K

Event2025-12-31

Filed2026-02-06

DHR

DANAHER CORPORATION

60.74%

Shares11.0K

Event2025-12-31

Filed2026-02-06

IBDV

ISHARES TR

5.44%

Shares113.9K

Event2025-12-31

Filed2026-02-06

JHMM

JOHN HANCOCK EXCHANGE TRADED

-0.69%

Shares38.4K

Event2025-12-31

Filed2026-02-06

FBTC

FIDELITY WISE ORIGIN BITCOIN

2.75%

Shares32.9K

Event2025-12-31

Filed2026-02-06

AEP

AMERICAN ELEC PWR CO INC

71.92%

Shares21.7K

Event2025-12-31

Filed2026-02-06

ENB

ENBRIDGE INC

3.26%

Shares51.9K

Event2025-12-31

Filed2026-02-06

FWD

AB ACTIVE ETFS INC

56200.00%

Shares23.6K

Event2025-12-31

Filed2026-02-06

BUFR

FIRST TR EXCHNG TRADED FD VI

22.04%

Shares71.8K

Event2025-12-31

Filed2026-02-06

MSI

MOTOROLA SOLUTIONS INC

61.79%

Shares6.4K

Event2025-12-31

Filed2026-02-06

IWB

ISHARES TR

53.99%

Shares6.5K

Event2025-12-31

Filed2026-02-06

PGX

INVESCO EXCH TRADED FD TR II

-24.97%

Shares217.2K

Event2025-12-31

Filed2026-02-06

GSUS

GOLDMAN SACHS ETF TR

3.54%

Shares25.7K

Event2025-12-31

Filed2026-02-06

JGRO

J P MORGAN EXCHANGE TRADED F

0.86%

Shares26.0K

Event2025-12-31

Filed2026-02-06

VTWO

VANGUARD SCOTTSDALE FDS

3432.55%

Shares24.2K

Event2025-12-31

Filed2026-02-06

BUYW

NORTHERN LTS FD TR IV

26.69%

Shares167.6K

Event2025-12-31

Filed2026-02-06

IQV

IQVIA HLDGS INC

-0.31%

Shares10.5K

Event2025-12-31

Filed2026-02-06

NKE

NIKE INC

67.69%

Shares37.1K

Event2025-12-31

Filed2026-02-06

SOUTHERN CO

19.13%

Shares27.1K

Event2025-12-31

Filed2026-02-06

OMC

OMNICOM GROUP INC

69.84%

Shares29.3K

Event2025-12-31

Filed2026-02-06

VNLA

JANUS DETROIT STR TR

-14.79%

Shares48.0K

Event2025-12-31

Filed2026-02-06

CMCSA

COMCAST CORP NEW

34.68%

Shares78.6K

Event2025-12-31

Filed2026-02-06

EMR

EMERSON ELEC CO

16.21%

Shares17.7K

Event2025-12-31

Filed2026-02-06

SPOT

SPOTIFY TECHNOLOGY S A

88.54%

Shares4.0K

Event2025-12-31

Filed2026-02-06

SIL

GLOBAL X FDS

399.86%

Shares27.9K

Event2025-12-31

Filed2026-02-06

EPD

ENTERPRISE PRODS PARTNERS L

20.49%

Shares72.1K

Event2025-12-31

Filed2026-02-06

DGS

WISDOMTREE TR

1.74%

Shares40.3K

Event2025-12-31

Filed2026-02-06

WELL

WELLTOWER INC

169.01%

Shares12.4K

Event2025-12-31

Filed2026-02-06

DGRW

WISDOMTREE TR

9.06%

Shares25.8K

Event2025-12-31

Filed2026-02-06

GSLC

GOLDMAN SACHS ETF TR

5.73%

Shares17.4K

Event2025-12-31

Filed2026-02-06

FCX

FREEPORT-MCMORAN INC

14.30%

Shares45.0K

Event2025-12-31

Filed2026-02-06

SHM

SPDR SERIES TRUST

12.37%

Shares47.2K

Event2025-12-31

Filed2026-02-06

BKLN

INVESCO EXCH TRADED FD TR II

42.48%

Shares107.7K

Event2025-12-31

Filed2026-02-06

GLW

CORNING INC

10.66%

Shares25.8K

Event2025-12-31

Filed2026-02-06

MARVELL TECHNOLOGY INC

136.83%

Shares26.5K

Event2025-12-31

Filed2026-02-06

JQUA

J P MORGAN EXCHANGE TRADED F

10.44%

Shares35.1K

Event2025-12-31

Filed2026-02-06

DFUV

DIMENSIONAL ETF TRUST

5.03%

Shares47.6K

Event2025-12-31

Filed2026-02-06

CHKP

CHECK POINT SOFTWARE TECH LT

11.41%

Shares11.9K

Event2025-12-31

Filed2026-02-06

SLYG

SPDR SERIES TRUST

27.38%

Shares23.4K

Event2025-12-31

Filed2026-02-06

MDY

SPDR S&P MIDCAP 400 ETF TR

3.87%

Shares3.7K

Event2025-12-31

Filed2026-02-06

FMUN

FIDELITY MERRIMACK STR TR

New

Shares43.6K

Event2025-12-31

Filed2026-02-06

AMP

AMERIPRISE FINL INC

14.48%

Shares4.5K

Event2025-12-31

Filed2026-02-06

TWLO

TWILIO INC

36.09%

Shares15.3K

Event2025-12-31

Filed2026-02-06

BNDX

VANGUARD CHARLOTTE FDS

130.11%

Shares44.9K

Event2025-12-31

Filed2026-02-06

HON

HONEYWELL INTL INC

31.22%

Shares11.1K

Event2025-12-31

Filed2026-02-06

VOT

VANGUARD INDEX FDS

76.81%

Shares7.8K

Event2025-12-31

Filed2026-02-06

PPLT

ABRDN PLATINUM ETF TRUST

4.37%

Shares11.6K

Event2025-12-31

Filed2026-02-06

FLTR

VANECK ETF TRUST

7.04%

Shares84.6K

Event2025-12-31

Filed2026-02-06

MDB

MONGODB INC

-8.27%

Shares5.1K

Event2025-12-31

Filed2026-02-06

JCI

JOHNSON CTLS INTL PLC

236.42%

Shares17.8K

Event2025-12-31

Filed2026-02-06

SPDR SERIES TRUST

4.57%

Shares21.8K

Event2025-12-31

Filed2026-02-06

SDY

SPDR SERIES TRUST

-18.72%

Shares15.2K

Event2025-12-31

Filed2026-02-06

TRANE TECHNOLOGIES PLC

142.04%

Shares5.4K

Event2025-12-31

Filed2026-02-06

AMT

AMERICAN TOWER CORP NEW

14.26%

Shares11.9K

Event2025-12-31

Filed2026-02-06

SCHO

SCHWAB STRATEGIC TR

30.41%

Shares85.3K

Event2025-12-31

Filed2026-02-06

BABA

ALIBABA GROUP HLDG LTD

88.37%

Shares14.1K

Event2025-12-31

Filed2026-02-06

EQIX

EQUINIX INC

221.92%

Shares2.7K

Event2025-12-31

Filed2026-02-06

EFG

ISHARES TR

-3.40%

Shares17.9K

Event2025-12-31

Filed2026-02-06

GENERAL MTRS CO

244.25%

Shares25.0K

Event2025-12-31

Filed2026-02-06

FNY

FIRST TR EXCHANGE-TRADED ALP

-0.95%

Shares22.3K

Event2025-12-31

Filed2026-02-06

PDP

INVESCO EXCHANGE TRADED FD T

-0.43%

Shares17.4K

Event2025-12-31

Filed2026-02-06

GDX

VANECK ETF TRUST

73.28%

Shares23.5K

Event2025-12-31

Filed2026-02-06

GENERAL DYNAMICS CORP

154.44%

Shares6.0K

Event2025-12-31

Filed2026-02-06

SUB

ISHARES TR

290.18%

Shares18.7K

Event2025-12-31

Filed2026-02-06

FIRST TR EXCH TRADED FD III

New

Shares109.0K

Event2025-12-31

Filed2026-02-06

UNILEVER PLC

New

Shares30.3K

Event2025-12-31

Filed2026-02-06

CSX

CSX CORP

196.71%

Shares54.4K

Event2025-12-31

Filed2026-02-06

VRTX

VERTEX PHARMACEUTICALS INC

86.24%

Shares4.3K

Event2025-12-31

Filed2026-02-06

DVY

ISHARES TR

128.60%

Shares13.9K

Event2025-12-31

Filed2026-02-06

FIW

FIRST TR EXCHANGE-TRADED FD

171.33%

Shares18.1K

Event2025-12-31

Filed2026-02-06

ROST

ROSS STORES INC

778.81%

Shares10.9K

Event2025-12-31

Filed2026-02-06

UPS

UNITED PARCEL SERVICE INC

146.22%

Shares19.7K

Event2025-12-31

Filed2026-02-06

SLYV

SPDR SERIES TRUST

-0.63%

Shares21.4K

Event2025-12-31

Filed2026-02-06

ROYAL BK CDA

-10.24%

Shares11.4K

Event2025-12-31

Filed2026-02-06

SCHM

SCHWAB STRATEGIC TR

5.62%

Shares64.6K

Event2025-12-31

Filed2026-02-06

ETR

ENTERGY CORP NEW

33.15%

Shares21.0K

Event2025-12-31

Filed2026-02-06

ORLY

OREILLY AUTOMOTIVE INC

622.77%

Shares21.1K

Event2025-12-31

Filed2026-02-06

MMC

MARSH & MCLENNAN COS INC

104.77%

Shares10.2K

Event2025-12-31

Filed2026-02-06

IHDG

WISDOMTREE TR

1.64%

Shares38.9K

Event2025-12-31

Filed2026-02-06

ADP

AUTOMATIC DATA PROCESSING IN

56.78%

Shares7.4K

Event2025-12-31

Filed2026-02-06

GQI

NATIXIS ETF TR

-32.58%

Shares33.1K

Event2025-12-31

Filed2026-02-06

HSBC

HSBC HLDGS PLC

146.70%

Shares23.8K

Event2025-12-31

Filed2026-02-06

ALLW

SSGA ACTIVE TR

220.68%

Shares68.1K

Event2025-12-31

Filed2026-02-06

DIA

SPDR DOW JONES INDL AVERAGE

2.19%

Shares3.9K

Event2025-12-31

Filed2026-02-06

AER

AERCAP HOLDINGS NV

75.38%

Shares12.9K

Event2025-12-31

Filed2026-02-06

JMTG

J P MORGAN EXCHANGE TRADED F

8511.40%

Shares36.3K

Event2025-12-31

Filed2026-02-06

BABCOCK & WILCOX ENTERPRISES

1085.35%

Shares291.6K

Event2025-12-31

Filed2026-02-06

QLTY

GMO ETF TRUST

34.13%

Shares48.0K

Event2025-12-31

Filed2026-02-06

DCOR

DIMENSIONAL ETF TRUST

71.44%

Shares25.0K

Event2025-12-31

Filed2026-02-06

INVESCO EXCHANGE TRADED FD T

6.53%

Shares27.4K

Event2025-12-31

Filed2026-02-06

CVS

CVS HEALTH CORP

53.99%

Shares23.1K

Event2025-12-31

Filed2026-02-06

TRAVELERS COMPANIES INC

New

Shares6.3K

Event2025-12-31

Filed2026-02-06

TARGET CORP

New

Shares18.7K

Event2025-12-31

Filed2026-02-06

ILCG

ISHARES TR

16.65%

Shares17.5K

Event2025-12-31

Filed2026-02-06

BBVA

BANCO BILBAO VIZCAYA ARGENTA

120.90%

Shares76.8K

Event2025-12-31

Filed2026-02-06

ACWX

ISHARES TR

-3.05%

Shares26.6K

Event2025-12-31

Filed2026-02-06

EOG

EOG RES INC

122.09%

Shares16.8K

Event2025-12-31

Filed2026-02-06

IETC

ISHARES U S ETF TR

11.09%

Shares17.3K

Event2025-12-31

Filed2026-02-06

FLOT

ISHARES TR

-10.72%

Shares34.5K

Event2025-12-31

Filed2026-02-06

BKUI

BNY MELLON ETF TRUST

-10.49%

Shares35.0K

Event2025-12-31

Filed2026-02-06

JCPB

J P MORGAN EXCHANGE TRADED F

2.49%

Shares36.7K

Event2025-12-31

Filed2026-02-06

PAYX

PAYCHEX INC

7.18%

Shares15.5K

Event2025-12-31

Filed2026-02-06

PFFA

ETFIS SER TR I

-27.78%

Shares80.5K

Event2025-12-31

Filed2026-02-06

SHEL

SHELL PLC

115.92%

Shares23.5K

Event2025-12-31

Filed2026-02-06

IWC

ISHARES TR

-22.18%

Shares10.9K

Event2025-12-31

Filed2026-02-06

GPC

GENUINE PARTS CO

42.29%

Shares14.0K

Event2025-12-31

Filed2026-02-06

DFAI

DIMENSIONAL ETF TRUST

44.43%

Shares45.0K

Event2025-12-31

Filed2026-02-06

NVO

NOVO-NORDISK A S

143.52%

Shares33.7K

Event2025-12-31

Filed2026-02-06

QGRO

AMERICAN CENTY ETF TR

9.64%

Shares14.9K

Event2025-12-31

Filed2026-02-06

VLO

VALERO ENERGY CORP

48.56%

Shares10.5K

Event2025-12-31

Filed2026-02-06

ESGU

ISHARES TR

10.33%

Shares11.4K

Event2025-12-31

Filed2026-02-06

EZBC

FRANKLIN TEMPLETON DIGITAL H

45.46%

Shares33.5K

Event2025-12-31

Filed2026-02-06

TDIV

FIRST TR EXCHANGE TRADED FD

-16.16%

Shares17.5K

Event2025-12-31

Filed2026-02-06

SAP

SAP SE

384.62%

Shares6.9K

Event2025-12-31

Filed2026-02-06

BLUEROCK PVT REAL ESTATE FD

New

Shares112.1K

Event2025-12-31

Filed2026-02-06

LVHI

LEGG MASON ETF INVT

13.40%

Shares45.6K

Event2025-12-31

Filed2026-02-06

PPA

INVESCO EXCHANGE TRADED FD T

9.98%

Shares10.7K

Event2025-12-31

Filed2026-02-06

QYLD

GLOBAL X FDS

-10.34%

Shares94.5K

Event2025-12-31

Filed2026-02-06

PGR

PROGRESSIVE CORP

95.62%

Shares7.3K

Event2025-12-31

Filed2026-02-06

OXY

OCCIDENTAL PETE CORP

53.61%

Shares40.5K

Event2025-12-31

Filed2026-02-06

USIG

ISHARES TR

23.87%

Shares32.0K

Event2025-12-31

Filed2026-02-06

ELV

ELEVANCE HEALTH INC FORMERLY

24.55%

Shares4.7K

Event2025-12-31

Filed2026-02-06

SAN

BANCO SANTANDER SA

249.49%

Shares141.1K

Event2025-12-31

Filed2026-02-06

AVLV

AMERICAN CENTY ETF TR

3.01%

Shares21.8K

Event2025-12-31

Filed2026-02-06

SCHE

SCHWAB STRATEGIC TR

13.63%

Shares50.4K

Event2025-12-31

Filed2026-02-06

IYR

ISHARES TR

-12.33%

Shares17.6K

Event2025-12-31

Filed2026-02-06

FELG

FIDELITY COVINGTON TRUST

74.73%

Shares39.6K

Event2025-12-31

Filed2026-02-06

RCL

ROYAL CARIBBEAN GROUP

103.19%

Shares5.9K

Event2025-12-31

Filed2026-02-06

FIRST TR EXCHANGE-TRADED FD

New

Shares6.0K

Event2025-12-31

Filed2026-02-06

SNA

SNAP ON INC

14.96%

Shares4.7K

Event2025-12-31

Filed2026-02-06

IGF

ISHARES TR

-9.22%

Shares26.4K

Event2025-12-31

Filed2026-02-06

DAL

DELTA AIR LINES INC DEL

66.70%

Shares23.1K

Event2025-12-31

Filed2026-02-06

Call Option Holdings

NKE Call CallNIKE INC3.0K sharesnew addition2025-12-312026-02-06

MJ Call CallAMPLIFY ETF TR2.0K sharesnew addition2025-12-312026-02-06

CCL Call CallCARNIVAL CORP500 shares0.00%2025-12-312026-02-06

ZIM Call CallZIM INTEGRATED SHIPPING SERV500 shares-50.00%2025-12-312026-02-06

UBER Call CallUBER TECHNOLOGIES INC500 sharesnew addition2025-12-312026-02-06

COMP Call CallCOMPASS INC500 sharesnew addition2025-12-312026-02-06

PL Call CallPLANET LABS PBC1.0K sharesnew addition2025-12-312026-02-06

BOIL Call CallPROSHARES TR II3.0K sharesnew addition2025-12-312026-02-06

SIX FLAGS ENTERTAINMENT CORP Call CallSIX FLAGS ENTERTAINMENT CORP300 sharesnew addition2025-12-312026-02-06

UEC Call CallURANIUM ENERGY CORP100 shares-50.00%2025-12-312026-02-06

BBAI Call CallBIGBEAR AI HLDGS INC1.0K shares0.00%2025-12-312026-02-06

QCOM Call CallQUALCOMM INC300 sharesnew addition2025-12-312026-02-06

WEN Call CallWENDYS CO2.5K sharesnew addition2025-12-312026-02-06

LAC Call CallLITHIUM AMERS CORP NEW200 shares0.00%2025-12-312026-02-06

MANH Call CallMANHATTAN ASSOCIATES INC1.0K sharesnew addition2025-12-312026-02-06

PSTG Call CallPURE STORAGE INC1.5K sharesnew addition2025-12-312026-02-06

RH Call CallRH500 shares0.00%2025-12-312026-02-06

NKE Call

NIKE INC

New

Shares3.0K

Event2025-12-31

Filed2026-02-06

MJ Call

AMPLIFY ETF TR

New

Shares2.0K

Event2025-12-31

Filed2026-02-06

CCL Call

CARNIVAL CORP

0.00%

Shares500

Event2025-12-31

Filed2026-02-06

ZIM Call

ZIM INTEGRATED SHIPPING SERV

-50.00%

Shares500

Event2025-12-31

Filed2026-02-06

UBER Call

UBER TECHNOLOGIES INC

New

Shares500

Event2025-12-31

Filed2026-02-06

COMP Call

COMPASS INC

New

Shares500

Event2025-12-31

Filed2026-02-06

PL Call

PLANET LABS PBC

New

Shares1.0K

Event2025-12-31

Filed2026-02-06

BOIL Call

PROSHARES TR II

New

Shares3.0K

Event2025-12-31

Filed2026-02-06

SIX FLAGS ENTERTAINMENT CORP Call

SIX FLAGS ENTERTAINMENT CORP

New

Shares300

Event2025-12-31

Filed2026-02-06

UEC Call

URANIUM ENERGY CORP

-50.00%

Shares100

Event2025-12-31

Filed2026-02-06

BBAI Call

BIGBEAR AI HLDGS INC

0.00%

Shares1.0K

Event2025-12-31

Filed2026-02-06

QCOM Call

QUALCOMM INC

New

Shares300

Event2025-12-31

Filed2026-02-06

WEN Call

WENDYS CO

New

Shares2.5K

Event2025-12-31

Filed2026-02-06

LAC Call

LITHIUM AMERS CORP NEW

0.00%

Shares200

Event2025-12-31

Filed2026-02-06

MANH Call

MANHATTAN ASSOCIATES INC

New

Shares1.0K

Event2025-12-31

Filed2026-02-06

PSTG Call

PURE STORAGE INC

New

Shares1.5K

Event2025-12-31

Filed2026-02-06

RH Call

0.00%

Shares500

Event2025-12-31

Filed2026-02-06

Put Option Holdings

NVDA Put PutNVIDIA CORPORATION500 shares0.00%2025-12-312026-02-06

NVDA Put

NVIDIA CORPORATION

0.00%

Shares500

Event2025-12-31

Filed2026-02-06