The Analysis of Gradient Investments LLC's Holdings & P&L


Currently, Gradient Investments LLC holds 420 types of securities in its portfolio with a total value $6.5B. In the most recent quarter, they have increased their positions in GLDM (+526.6K shares, valued at $48.8M), N/A (+104.8K shares, valued at $20.7M), DMBS (+417.0K shares, valued at $20.6M); decreased their positions in XBJL (-1.1M shares, valued at $40.6M), SPYI (-748.8K shares, valued at $37.0M), TJUL (-957.3K shares, valued at $28.1M); initiated new positions in N/A (+104.8K shares, valued at $20.7M), N/A (+214.2K shares, valued at $12.1M), EQNR (+184.1K shares, valued at $7.8M).


1M P&L
+136.6M+2.21%
3M P&L
+232.7M+3.83%
HY P&L
+376.1M+6.34%

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/A3.3B
54.9%
2Software - Infrastructure174.1M
2.9%
3Semiconductors165.1M
2.8%

Top Industries by Stock Count

1N/A145 stocks
37.7%
2Banks - Regional12 stocks
3.1%
3Banks - Diversified11 stocks
2.9%
Stock Holdings
SPYM
SPDR SERIES TRUST
3.94%
Shares4.2M
Event2026-03-31
Filed2026-04-13
DMBS
DOUBLELINE ETF TRUST
15.72%
Shares3.1M
Event2026-03-31
Filed2026-04-13
GLDM
WORLD GOLD TR
47.81%
Shares1.6M
Event2026-03-31
Filed2026-04-13
NVDA
NVIDIA CORPORATION
-3.90%
Shares741.5K
Event2026-03-31
Filed2026-04-13
AMZN
AMAZON COM INC
1.38%
Shares616.7K
Event2026-03-31
Filed2026-04-13
AAPL
APPLE INC
-2.65%
Shares493.3K
Event2026-03-31
Filed2026-04-13
AVDE
AMERICAN CENTY ETF TR
3.87%
Shares1.4M
Event2026-03-31
Filed2026-04-13
MSFT
MICROSOFT CORP
6.83%
Shares319.6K
Event2026-03-31
Filed2026-04-13
JMBS
JANUS DETROIT STR TR
5.37%
Shares2.3M
Event2026-03-31
Filed2026-04-13
ALPHABET INC
ALPHABET INC
-7.96%
Shares366.4K
Event2026-03-31
Filed2026-04-13
SPDW
SPDR INDEX SHS FDS
3.63%
Shares2.3M
Event2026-03-31
Filed2026-04-13
SPAB
SPDR SERIES TRUST
-1.19%
Shares3.7M
Event2026-03-31
Filed2026-04-13
SEPU
AIM ETF PRODUCTS TRUST
4.21%
Shares3.4M
Event2026-03-31
Filed2026-04-13
AVEM
AMERICAN CENTY ETF TR
3.45%
Shares1.1M
Event2026-03-31
Filed2026-04-13
RECS
COLUMBIA ETF TR I
5.37%
Shares2.3M
Event2026-03-31
Filed2026-04-13
META
META PLATFORMS INC
-1.91%
Shares141.3K
Event2026-03-31
Filed2026-04-13
XFIV
BONDBLOXX ETF TRUST
18.31%
Shares1.5M
Event2026-03-31
Filed2026-04-13
JAAA
JANUS DETROIT STR TR
11.96%
Shares1.4M
Event2026-03-31
Filed2026-04-13
QQQM
INVESCO EXCH TRADED FD TR II
5.68%
Shares279.1K
Event2026-03-31
Filed2026-04-13
IETC
ISHARES U S ETF TR
7.53%
Shares724.5K
Event2026-03-31
Filed2026-04-13
CVX
CHEVRON CORPORATION
-9.10%
Shares308.4K
Event2026-03-31
Filed2026-04-13
DABS
DOUBLELINE ETF TRUST
12.99%
Shares1.2M
Event2026-03-31
Filed2026-04-13
GS
GOLDMAN SACHS GROUP INC
-3.79%
Shares70.1K
Event2026-03-31
Filed2026-04-13
BROADCOM INC
BROADCOM INC
-0.04%
Shares188.8K
Event2026-03-31
Filed2026-04-13
JPM
JPMORGAN CHASE & CO
0.08%
Shares193.6K
Event2026-03-31
Filed2026-04-13
PRFD
PIMCO ETF TR
4.27%
Shares1.1M
Event2026-03-31
Filed2026-04-13
BBBS
BONDBLOXX ETF TRUST
18.49%
Shares1.1M
Event2026-03-31
Filed2026-04-13
GSY
INVESCO ACTIVELY MANAGED EXC
-21.96%
Shares1.1M
Event2026-03-31
Filed2026-04-13
UYLD
ANGEL OAK FUNDS TRUST
-21.85%
Shares1.1M
Event2026-03-31
Filed2026-04-13
MS
MORGAN STANLEY
-0.68%
Shares327.5K
Event2026-03-31
Filed2026-04-13
TGT
TARGET CORP
-6.87%
Shares426.2K
Event2026-03-31
Filed2026-04-13
SPYI
NEOS ETF TRUST
-41.95%
Shares1.0M
Event2026-03-31
Filed2026-04-13
FEBT
AIM ETF PRODUCTS TRUST
0.73%
Shares1.4M
Event2026-03-31
Filed2026-04-13
XSVN
BONDBLOXX ETF TRUST
18.54%
Shares1.1M
Event2026-03-31
Filed2026-04-13
WMT
WALMART INC
-6.22%
Shares383.1K
Event2026-03-31
Filed2026-04-13
XTRE
BONDBLOXX ETF TRUST
18.68%
Shares915.4K
Event2026-03-31
Filed2026-04-13
XLF
SELECT SECTOR SPDR TR
6.82%
Shares915.4K
Event2026-03-31
Filed2026-04-13
INNOVATOR ETFS TRUST
INNOVATOR ETFS TRUST
-9.03%
Shares1.6M
Event2026-03-31
Filed2026-04-13
KO
COCA COLA CO
-3.97%
Shares563.7K
Event2026-03-31
Filed2026-04-13
BIL
SPDR SERIES TRUST
5.66%
Shares453.1K
Event2026-03-31
Filed2026-04-13
MEDTRONIC PLC
MEDTRONIC PLC
-0.24%
Shares478.0K
Event2026-03-31
Filed2026-04-13
UNH
UNITEDHEALTH GROUP INC
6.26%
Shares151.9K
Event2026-03-31
Filed2026-04-13
IGIB
ISHARES TR
5.07%
Shares758.2K
Event2026-03-31
Filed2026-04-13
AVUS
AMERICAN CENTY ETF TR
19.73%
Shares357.8K
Event2026-03-31
Filed2026-04-13
FTSM
FIRST TR EXCHANGE-TRADED FD
5.54%
Shares662.9K
Event2026-03-31
Filed2026-04-13
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-1.66%
Shares82.6K
Event2026-03-31
Filed2026-04-13
EATON CORP PLC
EATON CORP PLC
-7.36%
Shares110.5K
Event2026-03-31
Filed2026-04-13
XTEN
BONDBLOXX ETF TRUST
16.23%
Shares858.8K
Event2026-03-31
Filed2026-04-13
PCMM
BONDBLOXX ETF TRUST
19.26%
Shares792.7K
Event2026-03-31
Filed2026-04-13
MCD
MCDONALDS CORP
-1.37%
Shares125.2K
Event2026-03-31
Filed2026-04-13
DDTL
INNOVATOR ETFS TRUST
2.65%
Shares1.9M
Event2026-03-31
Filed2026-04-13
SPTI
SPDR SERIES TRUST
5.53%
Shares1.3M
Event2026-03-31
Filed2026-04-13
MUB
ISHARES TR
29.98%
Shares362.2K
Event2026-03-31
Filed2026-04-13
V
VISA INC
0.56%
Shares125.5K
Event2026-03-31
Filed2026-04-13
ABT
ABBOTT LABORATORIES
4.66%
Shares362.7K
Event2026-03-31
Filed2026-04-13
IVV
ISHARES TR
107.17%
Shares56.2K
Event2026-03-31
Filed2026-04-13
PG
PROCTER & GAMBLE CO
-1.12%
Shares250.3K
Event2026-03-31
Filed2026-04-13
NAUG
INNOVATOR ETFS TRUST
2.81%
Shares1.2M
Event2026-03-31
Filed2026-04-13
JNJ
JOHNSON & JOHNSON
-8.41%
Shares139.1K
Event2026-03-31
Filed2026-04-13
BAC
BANK AMERICA CORP
1.43%
Shares696.0K
Event2026-03-31
Filed2026-04-13
COP
CONOCOPHILLIPS
-7.29%
Shares254.5K
Event2026-03-31
Filed2026-04-13
LOW
LOWES COS INC
-7.78%
Shares141.6K
Event2026-03-31
Filed2026-04-13
NFLX
NETFLIX INC.
4.02%
Shares339.0K
Event2026-03-31
Filed2026-04-13
BTCO
INVESCO GALAXY BITCOIN ETF
12.40%
Shares466.6K
Event2026-03-31
Filed2026-04-13
LAM RESEARCH CORP
LAM RESEARCH CORP
-14.46%
Shares143.8K
Event2026-03-31
Filed2026-04-13
SMOT
VANECK ETF TRUST
5.72%
Shares870.0K
Event2026-03-31
Filed2026-04-13
PANW
PALO ALTO NETWORKS INC
3.73%
Shares179.4K
Event2026-03-31
Filed2026-04-13
PWR
QUANTA SVCS INC
-11.85%
Shares50.4K
Event2026-03-31
Filed2026-04-13
SBUX
STARBUCKS CORP
-6.55%
Shares308.7K
Event2026-03-31
Filed2026-04-13
URI
UNITED RENTALS INC
-7.03%
Shares36.6K
Event2026-03-31
Filed2026-04-13
JULT
AIM ETF PRODUCTS TRUST
1.18%
Shares589.5K
Event2026-03-31
Filed2026-04-13
BLOK
AMPLIFY ETF TR
5.94%
Shares518.6K
Event2026-03-31
Filed2026-04-13
ISEP
INNOVATOR ETFS TRUST
2.45%
Shares787.3K
Event2026-03-31
Filed2026-04-13
APH
AMPHENOL CORP
-5.42%
Shares202.8K
Event2026-03-31
Filed2026-04-13
CSHI
NEOS ETF TRUST
6.00%
Shares510.4K
Event2026-03-31
Filed2026-04-13
COST
COSTCO WHOLESALE CORPORATION
-10.71%
Shares25.3K
Event2026-03-31
Filed2026-04-13
CRPT
FIRST TR EXCHNG TRADED FD VI
12.17%
Shares2.2M
Event2026-03-31
Filed2026-04-13
ARKW
ARK ETF TR
7.61%
Shares204.8K
Event2026-03-31
Filed2026-04-13
ECL
ECOLAB INC
-7.64%
Shares92.9K
Event2026-03-31
Filed2026-04-13
MLM
MARTIN MARIETTA MATLS INC
-5.48%
Shares41.8K
Event2026-03-31
Filed2026-04-13
BKR
BAKER HUGHES COMPANY
-14.17%
Shares392.6K
Event2026-03-31
Filed2026-04-13
CSNR
COHEN & STEERS ETF TRUST
1.65%
Shares633.0K
Event2026-03-31
Filed2026-04-13
XOM
EXXON MOBIL CORP
-2.70%
Shares139.7K
Event2026-03-31
Filed2026-04-13
WCN
WASTE CONNECTIONS INC
-0.50%
Shares144.9K
Event2026-03-31
Filed2026-04-13
NEE
NEXTERA ENERGY INC
-6.84%
Shares247.5K
Event2026-03-31
Filed2026-04-13
CHAT
TIDAL TRUST II
3.00%
Shares368.3K
Event2026-03-31
Filed2026-04-13
MLPA
GLOBAL X FDS
-7.93%
Shares421.8K
Event2026-03-31
Filed2026-04-13
PRIV
SSGA ACTIVE TR
16.15%
Shares895.3K
Event2026-03-31
Filed2026-04-13
EQIX
EQUINIX INC
-12.31%
Shares22.6K
Event2026-03-31
Filed2026-04-13
LYB
LYONDELLBASELL INDUSTRIES NV
-5.99%
Shares271.5K
Event2026-03-31
Filed2026-04-13
EXR
EXTRA SPACE STORAGE INC
-5.72%
Shares162.8K
Event2026-03-31
Filed2026-04-13
ALPHABET INC
ALPHABET INC
29.60%
Shares73.9K
Event2026-03-31
Filed2026-04-13
SPTL
SPDR SERIES TRUST
6.43%
Shares800.5K
Event2026-03-31
Filed2026-04-13
QTUM
ETF SER SOLUTIONS
2.74%
Shares194.2K
Event2026-03-31
Filed2026-04-13
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares104.8K
Event2026-03-31
Filed2026-04-13
TJX
TJX COS INC NEW
-2.16%
Shares129.3K
Event2026-03-31
Filed2026-04-13
TOLZ
PROSHARES TR
4.53%
Shares340.7K
Event2026-03-31
Filed2026-04-13
DXCM
DEXCOM INC
-3.84%
Shares319.3K
Event2026-03-31
Filed2026-04-13
LOUP
INNOVATOR ETFS TRUST
3.22%
Shares288.2K
Event2026-03-31
Filed2026-04-13
PYPL
PAYPAL HLDGS INC
16.25%
Shares429.4K
Event2026-03-31
Filed2026-04-13
NOW
SERVICENOW INC
19.44%
Shares185.5K
Event2026-03-31
Filed2026-04-13
ASML
ASML HLDG NV
1.62%
Shares14.6K
Event2026-03-31
Filed2026-04-13
KEY
KEYCORP
5.88%
Shares950.3K
Event2026-03-31
Filed2026-04-13
EOG
EOG RES INC
0.86%
Shares131.7K
Event2026-03-31
Filed2026-04-13
VRTX
VERTEX PHARMACEUTICALS INC
-4.26%
Shares41.7K
Event2026-03-31
Filed2026-04-13
EIX
EDISON INTL
-3.97%
Shares252.6K
Event2026-03-31
Filed2026-04-13
SPTS
SPDR SERIES TRUST
6.04%
Shares617.4K
Event2026-03-31
Filed2026-04-13
LLY
ELI LILLY & CO
-4.32%
Shares19.6K
Event2026-03-31
Filed2026-04-13
DCRE
DOUBLELINE ETF TRUST
6.32%
Shares342.9K
Event2026-03-31
Filed2026-04-13
CTAS
CINTAS CORP
-4.51%
Shares104.1K
Event2026-03-31
Filed2026-04-13
BBUS
J P MORGAN EXCHANGE TRADED F
53.16%
Shares147.2K
Event2026-03-31
Filed2026-04-13
CITIGROUP INC
CITIGROUP INC
-2.38%
Shares151.7K
Event2026-03-31
Filed2026-04-13
LUV
SOUTHWEST AIRLS CO
-10.11%
Shares452.5K
Event2026-03-31
Filed2026-04-13
ROK
ROCKWELL AUTOMATION INC
23.89%
Shares47.2K
Event2026-03-31
Filed2026-04-13
ISRG
INTUITIVE SURGICAL INC
3.50%
Shares36.7K
Event2026-03-31
Filed2026-04-13
SNPS
SYNOPSYS INC
1.53%
Shares42.2K
Event2026-03-31
Filed2026-04-13
KMI
KINDER MORGAN INC DEL
-1.72%
Shares494.7K
Event2026-03-31
Filed2026-04-13
PALL
ABRDN PALLADIUM ETF TRUST
25.59%
Shares120.3K
Event2026-03-31
Filed2026-04-13
BSX
BOSTON SCIENTIFIC CORP
9.82%
Shares257.3K
Event2026-03-31
Filed2026-04-13
HII
HUNTINGTON INGALLS INDS INC
-5.49%
Shares42.3K
Event2026-03-31
Filed2026-04-13
ABBV
ABBVIE INC
3.90%
Shares73.9K
Event2026-03-31
Filed2026-04-13
AEP
AMERICAN ELEC PWR CO INC
1.14%
Shares120.3K
Event2026-03-31
Filed2026-04-13
AMGN
AMGEN INC
-3.33%
Shares44.6K
Event2026-03-31
Filed2026-04-13
ITW
ILLINOIS TOOL WKS INC
-3.97%
Shares60.2K
Event2026-03-31
Filed2026-04-13
MO
ALTRIA GROUP INC
1.43%
Shares231.4K
Event2026-03-31
Filed2026-04-13
PODD
INSULET CORP
5.06%
Shares72.7K
Event2026-03-31
Filed2026-04-13
RTX
RTX CORPORATION
-0.84%
Shares77.7K
Event2026-03-31
Filed2026-04-13
TXN
TEXAS INSTRS INC
-4.72%
Shares76.2K
Event2026-03-31
Filed2026-04-13
MHO
M/I HOMES INC
4.57%
Shares120.0K
Event2026-03-31
Filed2026-04-13
CSCO
CISCO SYS INC
-0.67%
Shares186.0K
Event2026-03-31
Filed2026-04-13
FLEX
FLEXTRONICS INTL LTD
1.85%
Shares220.2K
Event2026-03-31
Filed2026-04-13
ALL
ALLSTATE CORP
2.37%
Shares69.4K
Event2026-03-31
Filed2026-04-13
USB
US BANCORP
-3.47%
Shares274.6K
Event2026-03-31
Filed2026-04-13
CLOI
VANECK ETF TRUST
0.34%
Shares268.3K
Event2026-03-31
Filed2026-04-13
IGSB
ISHARES TR
6.62%
Shares265.1K
Event2026-03-31
Filed2026-04-13
JMST
J P MORGAN EXCHANGE TRADED F
30.38%
Shares272.4K
Event2026-03-31
Filed2026-04-13
WFC
WELLS FARGO & CO
3.11%
Shares172.6K
Event2026-03-31
Filed2026-04-13
UPS
UNITED PARCEL SVCS INC
-4.38%
Shares135.7K
Event2026-03-31
Filed2026-04-13
KAUG
INNOVATOR ETFS TRUST
2.67%
Shares490.7K
Event2026-03-31
Filed2026-04-13
EAPR
INNOVATOR ETFS TRUST
2.70%
Shares435.9K
Event2026-03-31
Filed2026-04-13
KHC
KRAFT HEINZ CO
6.15%
Shares575.2K
Event2026-03-31
Filed2026-04-13
HD
HOME DEPOT INC
1.04%
Shares39.1K
Event2026-03-31
Filed2026-04-13
PRU
PRUDENTIAL FINL INC
4.20%
Shares129.8K
Event2026-03-31
Filed2026-04-13
SJM
SMUCKER J M CO
1.92%
Shares130.6K
Event2026-03-31
Filed2026-04-13
KLAC
KLA CORP
-13.89%
Shares8.5K
Event2026-03-31
Filed2026-04-13
JEF
JEFFERIES FINANCIAL GROUP IN
3.31%
Shares301.4K
Event2026-03-31
Filed2026-04-13
ARE
ALEXANDRIA REAL ESTATE EQ IN
2.28%
Shares263.7K
Event2026-03-31
Filed2026-04-13
NEOS ETF TRUST
NEOS ETF TRUST
New
Shares214.2K
Event2026-03-31
Filed2026-04-13
HODL
VANECK BITCOIN ETF
12.48%
Shares624.8K
Event2026-03-31
Filed2026-04-13
IBM
INTERNATIONAL BUSINESS MACHS
8.76%
Shares48.1K
Event2026-03-31
Filed2026-04-13
QCOM
QUALCOMM INC
12.55%
Shares85.6K
Event2026-03-31
Filed2026-04-13
BOXX
EA SERIES TRUST
29.72%
Shares89.9K
Event2026-03-31
Filed2026-04-13
SCHX
SCHWAB STRATEGIC TR
10.14%
Shares342.3K
Event2026-03-31
Filed2026-04-13
INVESCO QQQ TR
INVESCO QQQ TR
-8.00%
Shares14.8K
Event2026-03-31
Filed2026-04-13
KBWD
INVESCO EXCH TRADED FD TR II
13.73%
Shares624.6K
Event2026-03-31
Filed2026-04-13
IWMI
NEOS ETF TRUST
0.52%
Shares164.2K
Event2026-03-31
Filed2026-04-13
CAIE
CALAMOS ETF TR
-23.78%
Shares309.4K
Event2026-03-31
Filed2026-04-13
EQNR
EQUINOR ASA
New
Shares184.1K
Event2026-03-31
Filed2026-04-13
IYRI
NEOS ETF TRUST
6.19%
Shares162.9K
Event2026-03-31
Filed2026-04-13
SPMD
SPDR SERIES TRUST
18.44%
Shares129.4K
Event2026-03-31
Filed2026-04-13
SU
SUNCOR ENERGY INC NEW
101.95%
Shares115.8K
Event2026-03-31
Filed2026-04-13
LONZ
PIMCO ETF TR
3.18%
Shares154.7K
Event2026-03-31
Filed2026-04-13
AMPLIFY ETF TR
AMPLIFY ETF TR
1.49%
Shares328.2K
Event2026-03-31
Filed2026-04-13
CLOZ
SERIES PORTFOLIOS TR
3.02%
Shares294.2K
Event2026-03-31
Filed2026-04-13
FPE
FIRST TR EXCH TRADED FD III
1.13%
Shares424.1K
Event2026-03-31
Filed2026-04-13
LMT
LOCKHEED MARTIN CORP
1.10%
Shares12.1K
Event2026-03-31
Filed2026-04-13
ISHARES GOLD TR
ISHARES GOLD TR
2.26%
Shares75.4K
Event2026-03-31
Filed2026-04-13
DFUS
DIMENSIONAL ETF TRUST
6.37%
Shares92.8K
Event2026-03-31
Filed2026-04-13
SHEL
SHELL PLC
164.42%
Shares69.8K
Event2026-03-31
Filed2026-04-13
JD
JD.COM INC
264.91%
Shares195.3K
Event2026-03-31
Filed2026-04-13
SBS
COMPANHIA DE SANEAMENTO BASI
New
Shares188.3K
Event2026-03-31
Filed2026-04-13
LINDE PLC
LINDE PLC
196.42%
Shares11.3K
Event2026-03-31
Filed2026-04-13
SKM
SK TELECOM CO LTD
New
Shares188.8K
Event2026-03-31
Filed2026-04-13
NVS
NOVARTIS AG
139.77%
Shares35.2K
Event2026-03-31
Filed2026-04-13
CM
CANADIAN IMPERIAL BANK OF CO
144.16%
Shares56.4K
Event2026-03-31
Filed2026-04-13
VODAFONE GROUP PLC
VODAFONE GROUP PLC
New
Shares354.5K
Event2026-03-31
Filed2026-04-13
CNI
CANADIAN NATL RY CO
184.31%
Shares51.5K
Event2026-03-31
Filed2026-04-13
DSI
ISHARES TR
-1.16%
Shares43.2K
Event2026-03-31
Filed2026-04-13
NATIONAL GRID PLC
NATIONAL GRID PLC
152.47%
Shares61.3K
Event2026-03-31
Filed2026-04-13
AER
AERCAP HOLDINGS NV
New
Shares37.5K
Event2026-03-31
Filed2026-04-13
CCEP
COCA-COLA EUROPACIFIC PARTNE
179.21%
Shares55.6K
Event2026-03-31
Filed2026-04-13
TSM
TAIWAN SEMICONDUCTOR MANUFAC
112.08%
Shares14.9K
Event2026-03-31
Filed2026-04-13
RY
ROYAL BK CDA
158.51%
Shares31.0K
Event2026-03-31
Filed2026-04-13
HSBC
HSBC HLDGS PLC
120.16%
Shares60.7K
Event2026-03-31
Filed2026-04-13
KB
KB FINL GROUP INC
New
Shares50.1K
Event2026-03-31
Filed2026-04-13
IHG
INTERCONTINENTAL HOTELS GROU
New
Shares37.4K
Event2026-03-31
Filed2026-04-13
UBS
UBS GROUP AG
177.76%
Shares127.3K
Event2026-03-31
Filed2026-04-13
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
168.64%
Shares23.7K
Event2026-03-31
Filed2026-04-13
LYG
LLOYDS BANKING GROUP PLC
New
Shares980.6K
Event2026-03-31
Filed2026-04-13
NATWEST GROUP PLC
NATWEST GROUP PLC
New
Shares330.8K
Event2026-03-31
Filed2026-04-13
PUK
PRUDENTIAL PLC
133.48%
Shares172.6K
Event2026-03-31
Filed2026-04-13
MUFG
MITSUBISHI UFJ FINANCIAL GRO
New
Shares285.6K
Event2026-03-31
Filed2026-04-13
KOF
COCA-COLA FEMSA SAB DE CV
143.49%
Shares49.0K
Event2026-03-31
Filed2026-04-13
ING
ING GROEP N.V.
New
Shares181.5K
Event2026-03-31
Filed2026-04-13
IX
ORIX CORP
New
Shares157.5K
Event2026-03-31
Filed2026-04-13
NMR
NOMURA HLDGS INC
New
Shares594.9K
Event2026-03-31
Filed2026-04-13
SMFG
SUMITOMO MITSUI FIN GRP INC
117.55%
Shares236.8K
Event2026-03-31
Filed2026-04-13
CRH PLC
CRH PLC
171.69%
Shares43.3K
Event2026-03-31
Filed2026-04-13
AMCOR PLC
AMCOR PLC
New
Shares114.4K
Event2026-03-31
Filed2026-04-13
BCS
BARCLAYS PLC
New
Shares214.9K
Event2026-03-31
Filed2026-04-13
EMBJ
EMBRAER S.A.
New
Shares76.5K
Event2026-03-31
Filed2026-04-13
DB
DEUTSCHE BK AG
New
Shares149.5K
Event2026-03-31
Filed2026-04-13
MFG
MIZUHO FINANCIAL GROUP INC
New
Shares560.5K
Event2026-03-31
Filed2026-04-13
PSLV
SPROTT ASSET MANAGEMENT LP
-1.42%
Shares179.9K
Event2026-03-31
Filed2026-04-13
UNILEVER PLC
UNILEVER PLC
New
Shares76.4K
Event2026-03-31
Filed2026-04-13
BABA
ALIBABA GROUP HLDG LTD
New
Shares33.9K
Event2026-03-31
Filed2026-04-13
ULTA
ULTA BEAUTY INC
106.10%
Shares7.8K
Event2026-03-31
Filed2026-04-13
EXE
EXPAND ENERGY CORPORATION
102.85%
Shares35.5K
Event2026-03-31
Filed2026-04-13
IWY
ISHARES TR
152.82%
Shares15.1K
Event2026-03-31
Filed2026-04-13
ORLY
OREILLY AUTOMOTIVE INC
-5.72%
Shares39.4K
Event2026-03-31
Filed2026-04-13
RJF
RAYMOND JAMES FINL INC
New
Shares25.0K
Event2026-03-31
Filed2026-04-13
PINNACLE FINL PARTNERS INC
PINNACLE FINL PARTNERS INC
New
Shares41.8K
Event2026-03-31
Filed2026-04-13
EFIV
SPDR SERIES TRUST
-1.81%
Shares56.0K
Event2026-03-31
Filed2026-04-13
IJH
ISHARES TR
55.21%
Shares52.1K
Event2026-03-31
Filed2026-04-13
ESML
ISHARES TR
-2.24%
Shares72.4K
Event2026-03-31
Filed2026-04-13
IBTG
ISHARES TR
-13.23%
Shares148.4K
Event2026-03-31
Filed2026-04-13
HUM
HUMANA INC
New
Shares19.5K
Event2026-03-31
Filed2026-04-13
VTI
VANGUARD INDEX FDS
6.87%
Shares10.4K
Event2026-03-31
Filed2026-04-13
IBTH
ISHARES TR
-13.03%
Shares146.6K
Event2026-03-31
Filed2026-04-13
LPLA
LPL FINL HLDGS INC
94.27%
Shares10.9K
Event2026-03-31
Filed2026-04-13
FIVE
FIVE BELOW INC
-8.03%
Shares13.5K
Event2026-03-31
Filed2026-04-13
TSLA
TESLA INC
-5.39%
Shares8.2K
Event2026-03-31
Filed2026-04-13
COOPER COS INC
COOPER COS INC
New
Shares40.9K
Event2026-03-31
Filed2026-04-13
CLH
CLEAN HARBORS INC
New
Shares10.2K
Event2026-03-31
Filed2026-04-13
BWXT
BWX TECHNOLOGIES INC
New
Shares14.0K
Event2026-03-31
Filed2026-04-13
IRM
IRON MTN INC DEL
New
Shares26.4K
Event2026-03-31
Filed2026-04-13
AMG
AFFILIATED MANAGERS GROUP
New
Shares9.6K
Event2026-03-31
Filed2026-04-13
MYCF
SSGA ACTIVE TR
-13.29%
Shares104.5K
Event2026-03-31
Filed2026-04-13
FLR
FLUOR CORP
New
Shares56.1K
Event2026-03-31
Filed2026-04-13
MYCG
SSGA ACTIVE TR
-13.26%
Shares104.6K
Event2026-03-31
Filed2026-04-13
GBCI
GLACIER BANCORP INC NEW
New
Shares58.5K
Event2026-03-31
Filed2026-04-13
UAL
UNITED AIRLS HLDGS INC
New
Shares27.9K
Event2026-03-31
Filed2026-04-13
CORE NATURAL RESOURCES INC
CORE NATURAL RESOURCES INC
New
Shares24.1K
Event2026-03-31
Filed2026-04-13
SPY
STATE STR SPDR S&P 500 ETF T
-11.06%
Shares3.8K
Event2026-03-31
Filed2026-04-13
DOV
DOVER CORP
New
Shares11.8K
Event2026-03-31
Filed2026-04-13
HLT
HILTON WORLDWIDE HLDGS INC
New
Shares8.1K
Event2026-03-31
Filed2026-04-13
CUBE
CUBESMART
New
Shares66.0K
Event2026-03-31
Filed2026-04-13
TXT
TEXTRON INC
New
Shares27.5K
Event2026-03-31
Filed2026-04-13
SMB
VANECK ETF TRUST
1.90%
Shares135.1K
Event2026-03-31
Filed2026-04-13
PK
PARK HOTELS & RESORTS INC
New
Shares221.7K
Event2026-03-31
Filed2026-04-13
ROST
ROSS STORES INC
New
Shares10.7K
Event2026-03-31
Filed2026-04-13
JUST
GOLDMAN SACHS ETF TR
-1.23%
Shares25.0K
Event2026-03-31
Filed2026-04-13
AGCO
AGCO CORP
New
Shares19.9K
Event2026-03-31
Filed2026-04-13
CTRA
COTERRA ENERGY INC
New
Shares64.8K
Event2026-03-31
Filed2026-04-13
WBD
WARNER BROS DISCOVERY INC
New
Shares80.1K
Event2026-03-31
Filed2026-04-13
MCHP
MICROCHIP TECHNOLOGY INC.
New
Shares33.7K
Event2026-03-31
Filed2026-04-13
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
New
Shares10.9K
Event2026-03-31
Filed2026-04-13
WFRD
WEATHERFORD INTL PLC
-7.06%
Shares21.7K
Event2026-03-31
Filed2026-04-13
CWST
CASELLA WASTE SYS INC
New
Shares25.7K
Event2026-03-31
Filed2026-04-13
CHKP
CHECK POINT SOFTWARE TECH LT
New
Shares14.2K
Event2026-03-31
Filed2026-04-13
MDB
MONGODB INC
New
Shares8.1K
Event2026-03-31
Filed2026-04-13
CNP
CENTERPOINT ENERGY INC
New
Shares45.5K
Event2026-03-31
Filed2026-04-13
ONON
ON HLDG AG
New
Shares56.9K
Event2026-03-31
Filed2026-04-13
EAGG
ISHARES TR
0.84%
Shares40.5K
Event2026-03-31
Filed2026-04-13
OXY
OCCIDENTAL PETE CORP
-3.09%
Shares29.2K
Event2026-03-31
Filed2026-04-13
KBH
KB HOME
New
Shares36.5K
Event2026-03-31
Filed2026-04-13
CELH
CELSIUS HLDGS INC
New
Shares53.1K
Event2026-03-31
Filed2026-04-13
NDSN
NORDSON CORP
0.03%
Shares7.1K
Event2026-03-31
Filed2026-04-13
VANGUARD INDEX FDS
VANGUARD INDEX FDS
8.96%
Shares3.2K
Event2026-03-31
Filed2026-04-13
EXPE
EXPEDIA GROUP INC
New
Shares8.1K
Event2026-03-31
Filed2026-04-13
OKTA
OKTA INC
New
Shares22.9K
Event2026-03-31
Filed2026-04-13
ASB
ASSOCIATED BANC-CORP
New
Shares69.3K
Event2026-03-31
Filed2026-04-13
EWBC
EAST WEST BANCORP INC
New
Shares16.7K
Event2026-03-31
Filed2026-04-13
IBIT
ISHARES BITCOIN TRUST ETF
8.15%
Shares46.4K
Event2026-03-31
Filed2026-04-13
SHAK
SHAKE SHACK INC
New
Shares19.9K
Event2026-03-31
Filed2026-04-13
CRBN
ISHARES TR
-1.36%
Shares7.8K
Event2026-03-31
Filed2026-04-13
FTNT
FORTINET INC
-2.54%
Shares21.1K
Event2026-03-31
Filed2026-04-13
SAIA
SAIA INC
-3.79%
Shares4.9K
Event2026-03-31
Filed2026-04-13
SCHD
SCHWAB STRATEGIC TR
3.28%
Shares54.4K
Event2026-03-31
Filed2026-04-13
SF
STIFEL FINL CORP
New
Shares22.3K
Event2026-03-31
Filed2026-04-13
RPM
RPM INTL INC
New
Shares16.5K
Event2026-03-31
Filed2026-04-13
COHERENT CORP
COHERENT CORP
New
Shares6.9K
Event2026-03-31
Filed2026-04-13
ENTG
ENTEGRIS INC
New
Shares13.9K
Event2026-03-31
Filed2026-04-13
HQY
HEALTHEQUITY INC
-2.32%
Shares18.8K
Event2026-03-31
Filed2026-04-13
TMO
THERMO FISHER SCIENTIFIC INC
-3.17%
Shares3.2K
Event2026-03-31
Filed2026-04-13
CATH
GLOBAL X FDS
25.02%
Shares19.9K
Event2026-03-31
Filed2026-04-13
VST
VISTRA CORP
New
Shares10.3K
Event2026-03-31
Filed2026-04-13
NXST
NEXSTAR MEDIA GROUP INC
New
Shares8.6K
Event2026-03-31
Filed2026-04-13
BUNGE GLOBAL SA
BUNGE GLOBAL SA
New
Shares12.1K
Event2026-03-31
Filed2026-04-13
RDDT
REDDIT INC
New
Shares10.7K
Event2026-03-31
Filed2026-04-13
ORCL
ORACLE CORP
-1.68%
Shares9.8K
Event2026-03-31
Filed2026-04-13
TFI
SPDR SERIES TRUST
-33.86%
Shares31.4K
Event2026-03-31
Filed2026-04-13
USFD
US FOODS HLDG CORP
New
Shares14.6K
Event2026-03-31
Filed2026-04-13
ON
ON SEMICONDUCTOR CORP
-5.15%
Shares21.6K
Event2026-03-31
Filed2026-04-13
BLD
TOPBUILD COR
New
Shares3.8K
Event2026-03-31
Filed2026-04-13
INVH
INVITATION HOMES INC
-1.23%
Shares52.3K
Event2026-03-31
Filed2026-04-13
OKLO
OKLO INC
New
Shares24.8K
Event2026-03-31
Filed2026-04-13
DT
DYNATRACE INC
0.36%
Shares33.2K
Event2026-03-31
Filed2026-04-13
GMED
GLOBUS MED INC
New
Shares14.0K
Event2026-03-31
Filed2026-04-13
GPN
GLOBAL PMTS INC
-1.40%
Shares17.7K
Event2026-03-31
Filed2026-04-13
VLO
VALERO ENERGY CORP
27.38%
Shares4.8K
Event2026-03-31
Filed2026-04-13
SIGI
SELECTIVE INS GROUP INC
New
Shares15.4K
Event2026-03-31
Filed2026-04-13
BA
BOEING CO
8.65%
Shares5.6K
Event2026-03-31
Filed2026-04-13
CAT
CATERPILLAR INC
-10.05%
Shares1.6K
Event2026-03-31
Filed2026-04-13
SHW
SHERWIN WILLIAMS CO
-0.11%
Shares3.5K
Event2026-03-31
Filed2026-04-13
CNQ
CANADIAN NAT RES LTD MED TER
45.77%
Shares22.8K
Event2026-03-31
Filed2026-04-13
CHWY
CHEWY INC
New
Shares40.9K
Event2026-03-31
Filed2026-04-13
CMG
CHIPOTLE MEXICAN GRILL INC
-0.51%
Shares33.9K
Event2026-03-31
Filed2026-04-13
JAMES HARDIE INDS PLC
JAMES HARDIE INDS PLC
-2.60%
Shares55.3K
Event2026-03-31
Filed2026-04-13
MPC
MARATHON PETE CORP
42.34%
Shares4.2K
Event2026-03-31
Filed2026-04-13
LULU
LULULEMON ATHLETICA INC
1.55%
Shares6.6K
Event2026-03-31
Filed2026-04-13
IP
INTERNATIONAL PAPER CO
New
Shares27.7K
Event2026-03-31
Filed2026-04-13
DG
DOLLAR GEN CORP
-0.59%
Shares8.3K
Event2026-03-31
Filed2026-04-13
SYY
SYSCO CORP
-8.13%
Shares13.7K
Event2026-03-31
Filed2026-04-13
ARW
ARROW ELECTRS INC
-4.38%
Shares6.6K
Event2026-03-31
Filed2026-04-13
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
2.21%
Shares7.3K
Event2026-03-31
Filed2026-04-13
EXP
EAGLE MATLS INC
-1.80%
Shares5.0K
Event2026-03-31
Filed2026-04-13
GLD
SPDR GOLD TR
42.76%
Shares2.2K
Event2026-03-31
Filed2026-04-13
RBRK
RUBRIK INC.
New
Shares19.1K
Event2026-03-31
Filed2026-04-13
BBMC
J P MORGAN EXCHANGE TRADED F
-7.74%
Shares8.6K
Event2026-03-31
Filed2026-04-13
SLB
SLB LIMITED
-80.17%
Shares18.1K
Event2026-03-31
Filed2026-04-13
SUB
ISHARES TR
0.14%
Shares8.7K
Event2026-03-31
Filed2026-04-13
GPK
GRAPHIC PACKAGING HLDG CO
New
Shares92.8K
Event2026-03-31
Filed2026-04-13
SRE
SEMPRA
0.18%
Shares9.3K
Event2026-03-31
Filed2026-04-13
FANG
DIAMONDBACK ENERGY INC
61.33%
Shares4.6K
Event2026-03-31
Filed2026-04-13
VXUS
VANGUARD STAR FDS
-2.78%
Shares11.2K
Event2026-03-31
Filed2026-04-13
IBTI
ISHARES TR
-4.34%
Shares38.0K
Event2026-03-31
Filed2026-04-13
SHE
SPDR SERIES TRUST
-1.54%
Shares6.6K
Event2026-03-31
Filed2026-04-13
HAL
HALLIBURTON CO
58.78%
Shares21.4K
Event2026-03-31
Filed2026-04-13
SNAP
SNAP INC
4.36%
Shares176.3K
Event2026-03-31
Filed2026-04-13
LNG
CHENIERE ENERGY INC
51.83%
Shares2.8K
Event2026-03-31
Filed2026-04-13
AFL
AFLAC INC
-0.18%
Shares7.2K
Event2026-03-31
Filed2026-04-13
HON
HONEYWELL INTL INC
-16.45%
Shares3.4K
Event2026-03-31
Filed2026-04-13
AR
ANTERO RESOURCES CORP
58.28%
Shares18.0K
Event2026-03-31
Filed2026-04-13
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares1
Event2026-03-31
Filed2026-04-13
VUG
VANGUARD INDEX FDS
14.19%
Shares1.6K
Event2026-03-31
Filed2026-04-13
MYCH
SSGA ACTIVE TR
-3.82%
Shares27.9K
Event2026-03-31
Filed2026-04-13
PEP
PEPSICO INC
25.78%
Shares4.5K
Event2026-03-31
Filed2026-04-13
NBIS
NEBIUS GROUP N.V.
New
Shares6.4K
Event2026-03-31
Filed2026-04-13
DIS
DISNEY WALT CO
-4.14%
Shares6.8K
Event2026-03-31
Filed2026-04-13
REGN
REGENERON PHARMACEUTICALS
-5.58%
Shares846
Event2026-03-31
Filed2026-04-13
AMD
ADVANCED MICRO DEVICES INC
3.69%
Shares3.2K
Event2026-03-31
Filed2026-04-13
ACAD
ACADIA PHARMACEUTICALS INC
New
Shares28.9K
Event2026-03-31
Filed2026-04-13
PGR
PROGRESSIVE CORP
0.06%
Shares3.2K
Event2026-03-31
Filed2026-04-13
SUSC
ISHARES TR
1.11%
Shares27.6K
Event2026-03-31
Filed2026-04-13
ITM
VANECK ETF TRUST
-34.32%
Shares13.4K
Event2026-03-31
Filed2026-04-13
IVW
ISHARES TR
81.21%
Shares5.5K
Event2026-03-31
Filed2026-04-13
TAXX
BONDBLOXX ETF TRUST
2.61%
Shares12.1K
Event2026-03-31
Filed2026-04-13
FIRST CTZNS BANCSHARES INC D
FIRST CTZNS BANCSHARES INC D
0.00%
Shares323
Event2026-03-31
Filed2026-04-13
T
AT&T INC
-8.36%
Shares21.0K
Event2026-03-31
Filed2026-04-13
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
0.00%
Shares5.2K
Event2026-03-31
Filed2026-04-13
XLK
SELECT SECTOR SPDR TR
63.36%
Shares4.3K
Event2026-03-31
Filed2026-04-13
VYM
VANGUARD WHITEHALL FDS
145.11%
Shares3.8K
Event2026-03-31
Filed2026-04-13
VIG
VANGUARD SPECIALIZED FUNDS
0.62%
Shares2.6K
Event2026-03-31
Filed2026-04-13
BLDR
BUILDERS FIRSTSOURCE INC
-1.53%
Shares6.8K
Event2026-03-31
Filed2026-04-13
SPIB
SPDR SERIES TRUST
-0.59%
Shares16.5K
Event2026-03-31
Filed2026-04-13
BSJR
INVESCO EXCH TRD SLF IDX FD
-11.49%
Shares24.7K
Event2026-03-31
Filed2026-04-13
WMB
WILLIAMS COS INC
16.02%
Shares7.6K
Event2026-03-31
Filed2026-04-13
VGT
VANGUARD WORLD FD
73.78%
Shares782
Event2026-03-31
Filed2026-04-13
BSJQ
INVESCO EXCH TRD SLF IDX FD
-12.24%
Shares21.7K
Event2026-03-31
Filed2026-04-13
ALAB
ASTERA LABS INC
New
Shares4.5K
Event2026-03-31
Filed2026-04-13
SO
SOUTHERN CO
11.44%
Shares5.1K
Event2026-03-31
Filed2026-04-13
VEA
VANGUARD TAX-MANAGED FDS
38.29%
Shares7.3K
Event2026-03-31
Filed2026-04-13
MUNI
PIMCO ETF TR
-34.20%
Shares9.0K
Event2026-03-31
Filed2026-04-13
ET
ENERGY TRANSFER L P
2.26%
Shares24.2K
Event2026-03-31
Filed2026-04-13
DFUV
DIMENSIONAL ETF TRUST
0.00%
Shares9.4K
Event2026-03-31
Filed2026-04-13
AXP
AMERICAN EXPRESS CO
-3.34%
Shares1.5K
Event2026-03-31
Filed2026-04-13
MERCK & CO INC
MERCK & CO INC
-0.48%
Shares3.8K
Event2026-03-31
Filed2026-04-13
AOS
SMITH A O CORP
0.51%
Shares6.9K
Event2026-03-31
Filed2026-04-13
KR
KROGER CO
-0.13%
Shares6.2K
Event2026-03-31
Filed2026-04-13
PLTR
PALANTIR TECHNOLOGIES INC
1.94%
Shares2.9K
Event2026-03-31
Filed2026-04-13
SLV
ISHARES SILVER TR
-2.93%
Shares6.3K
Event2026-03-31
Filed2026-04-13
BMY
BRISTOL-MYERS SQUIBB CO
-0.24%
Shares6.2K
Event2026-03-31
Filed2026-04-13
MCK
MCKESSON CORP
0.49%
Shares412
Event2026-03-31
Filed2026-04-13
CEF
SPROTT ASSET MANAGEMENT LP
0.00%
Shares7.4K
Event2026-03-31
Filed2026-04-13
VTV
VANGUARD INDEX FDS
2.18%
Shares1.8K
Event2026-03-31
Filed2026-04-13
PFE
PFIZER INC
-90.48%
Shares11.8K
Event2026-03-31
Filed2026-04-13
PM
PHILIP MORRIS INTL INC
-6.78%
Shares2.0K
Event2026-03-31
Filed2026-04-13
SCHG
SCHWAB STRATEGIC TR
0.00%
Shares11.1K
Event2026-03-31
Filed2026-04-13
XBJL
INNOVATOR ETFS TRUST
-99.22%
Shares8.3K
Event2026-03-31
Filed2026-04-13
HYD
VANECK ETF TRUST
-39.68%
Shares6.2K
Event2026-03-31
Filed2026-04-13
CMS
CMS ENERGY CORP
0.05%
Shares4.0K
Event2026-03-31
Filed2026-04-13
INTC
INTEL CORP
-1.71%
Shares7.0K
Event2026-03-31
Filed2026-04-13
HDV
ISHARES TR
-1.31%
Shares2.3K
Event2026-03-31
Filed2026-04-13
FNDF
SCHWAB STRATEGIC TR
1.63%
Shares6.3K
Event2026-03-31
Filed2026-04-13
MEC
MAYVILLE ENGR CO INC
-18.18%
Shares17.1K
Event2026-03-31
Filed2026-04-13
CL
COLGATE PALMOLIVE CO
1.32%
Shares3.5K
Event2026-03-31
Filed2026-04-13
ARKX
ARK ETF TR
0.00%
Shares10.2K
Event2026-03-31
Filed2026-04-13
EVRG
EVERGY INC
-0.33%
Shares3.6K
Event2026-03-31
Filed2026-04-13
SRLN
SSGA ACTIVE ETF TR
25.44%
Shares7.4K
Event2026-03-31
Filed2026-04-13
CSX
CSX CORP
0.25%
Shares7.2K
Event2026-03-31
Filed2026-04-13
VCSH
VANGUARD SCOTTSDALE FDS
New
Shares3.7K
Event2026-03-31
Filed2026-04-13
SMMU
PIMCO ETF TR
-32.94%
Shares5.8K
Event2026-03-31
Filed2026-04-13
NOC
NORTHROP GRUMMAN CORP
-19.39%
Shares420
Event2026-03-31
Filed2026-04-13
ITOT
ISHARES TR
-5.12%
Shares2.0K
Event2026-03-31
Filed2026-04-13
SPYG
SPDR SERIES TRUST
New
Shares2.9K
Event2026-03-31
Filed2026-04-13
LNT
ALLIANT ENERGY CORP
0.00%
Shares3.9K
Event2026-03-31
Filed2026-04-13
IDV
ISHARES TR
0.00%
Shares6.5K
Event2026-03-31
Filed2026-04-13
TFC
TRUIST FINL CORP
-9.61%
Shares6.0K
Event2026-03-31
Filed2026-04-13
BAMG
NORTHERN LTS FD TR IV
New
Shares7.2K
Event2026-03-31
Filed2026-04-13
VEU
VANGUARD INTL EQUITY INDEX F
0.20%
Shares3.5K
Event2026-03-31
Filed2026-04-13
COFS
CHOICEONE FINANCIA
0.00%
Shares9.3K
Event2026-03-31
Filed2026-04-13
HELO
J P MORGAN EXCHANGE TRADED F
-98.25%
Shares4.1K
Event2026-03-31
Filed2026-04-13
ATO
ATMOS ENERGY CORP
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-13
NUE
NUCOR CORP
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-13
CEFA
GLOBAL X FDS
0.00%
Shares6.9K
Event2026-03-31
Filed2026-04-13
MGK
VANGUARD WORLD FD
-19.77%
Shares686
Event2026-03-31
Filed2026-04-13
MMM
3M CO
New
Shares1.7K
Event2026-03-31
Filed2026-04-13
BAMV
NORTHERN LTS FD TR IV
New
Shares7.6K
Event2026-03-31
Filed2026-04-13
BAMD
NORTHERN LTS FD TR IV
New
Shares7.7K
Event2026-03-31
Filed2026-04-13
AMAT
APPLIED MATLS INC
New
Shares697
Event2026-03-31
Filed2026-04-13
JKHY
HENRY JACK & ASSOC INC
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-13
JBL
JABIL INC
New
Shares886
Event2026-03-31
Filed2026-04-13
AGG
ISHARES TR
New
Shares2.3K
Event2026-03-31
Filed2026-04-13
TJUL
INNOVATOR ETFS TRUST
-99.19%
Shares7.8K
Event2026-03-31
Filed2026-04-13
VZ
VERIZON COMMUNICATIONS INC
-25.04%
Shares4.4K
Event2026-03-31
Filed2026-04-13
BSRR
SIERRA BANCORP
0.00%
Shares6.6K
Event2026-03-31
Filed2026-04-13
GUSH
DIREXION SHARES ETF TRUST
New
Shares5.0K
Event2026-03-31
Filed2026-04-13
PSX
PHILLIPS 66
New
Shares1.2K
Event2026-03-31
Filed2026-04-13
DTE
DTE ENERGY CO
New
Shares1.5K
Event2026-03-31
Filed2026-04-13
BAPR
INNOVATOR ETFS TRUST
-12.28%
Shares4.3K
Event2026-03-31
Filed2026-04-13
MNST
MONSTER BEVERAGE CORP NEW
0.00%
Shares2.9K
Event2026-03-31
Filed2026-04-13
XBAP
INNOVATOR ETFS TRUST
-12.13%
Shares5.3K
Event2026-03-31
Filed2026-04-13
GE AEROSPACE
GE AEROSPACE
New
Shares733
Event2026-03-31
Filed2026-04-13
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
New
Shares2.8K
Event2026-03-31
Filed2026-04-13
XLY
SELECT SECTOR SPDR TR
-25.64%
Shares1.9K
Event2026-03-31
Filed2026-04-13
QUAL
ISHARES TR
-45.67%
Shares1.1K
Event2026-03-31
Filed2026-04-13
IEF
ISHARES TR
-1.77%
Shares2.1K
Event2026-03-31
Filed2026-04-13
FDX
FEDEX CORP
New
Shares562
Event2026-03-31
Filed2026-04-13
F
FORD MTR CO
New
Shares11.7K
Event2026-03-31
Filed2026-04-13

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available