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The Analysis of GUARDIAN WEALTH ADVISORS, LLC / NC's Holdings & P&L

Currently, GUARDIAN WEALTH ADVISORS, LLC / NC holds 602 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in N/A (+195.2K shares, valued at $7.4M), DRSK (+154.4K shares, valued at $4.2M), ACIO (+91.8K shares, valued at $3.9M); decreased their positions in USFR (-160.6K shares, valued at $8.1M), OSCV (-65.6K shares, valued at $2.6M), XHLF (-36.1K shares, valued at $1.8M); initiated new positions in N/A (+195.2K shares, valued at $7.4M), OILK (+15.7K shares, valued at $848.1K), CGIC (+14.3K shares, valued at $473.2K).

1M P&L

+47.3M+3.16%

3M P&L

+28.7M+1.90%

HY P&L

+87.1M+5.98%

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

Top Holding Treemap

Top Industries by Value

1N/A1.2B

80.8%

2Semiconductors43.7M

3.0%

3Consumer Electronics30.5M

2.1%

Top Industries by Stock Count

1N/A150 stocks

45.7%

2Software - Application12 stocks

3.7%

3Drug Manufacturers - General9 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ACIO ETF SER SOLUTIONS4.5M shares2.10%2026-03-312026-05-15

DRSK ETF SER SOLUTIONS4.5M shares3.55%2026-03-312026-05-15

SCHX SCHWAB STRATEGIC TR2.8M shares5.73%2026-03-312026-05-15

OSCV ETF SER SOLUTIONS1.5M shares-4.09%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS99.3K shares2.91%2026-03-312026-05-15

CGDV CAPITAL GROUP DIVIDEND VALUE1.3M shares0.23%2026-03-312026-05-15

BUFR FIRST TR EXCHNG TRADED FD VI1.5M shares-0.45%2026-03-312026-05-15

RDVY FIRST TR EXCHANGE TRADED FD645.4K shares0.30%2026-03-312026-05-15

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LQTI FIRST TR EXCHANGE-TRADED FD2.1M shares8.06%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS574.5K shares2.70%2026-03-312026-05-15

NVDA NVIDIA CORPORATION198.1K shares-2.05%2026-03-312026-05-15

FRDM EA SERIES TRUST611.0K shares-2.59%2026-03-312026-05-15

JCPB J P MORGAN EXCHANGE TRADED F614.5K shares5.62%2026-03-312026-05-15

AAPL APPLE INC107.7K shares-4.04%2026-03-312026-05-15

GSEW GOLDMAN SACHS ETF TR296.6K shares-4.80%2026-03-312026-05-15

SDVY FIRST TR EXCHANGE TRADED FD547.4K shares8.34%2026-03-312026-05-15

Sponsored

ADME ETF SER SOLUTIONS414.4K shares1.25%2026-03-312026-05-15

DUBS ETF SER SOLUTIONS479.5K shares5.52%2026-03-312026-05-15

IVV ISHARES TR24.4K shares0.04%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T23.5K shares0.58%2026-03-312026-05-15

MSFT MICROSOFT CORP40.9K shares-1.94%2026-03-312026-05-15

DBND DOUBLELINE ETF TRUST308.6K shares-0.05%2026-03-312026-05-15

USFR WISDOMTREE TR275.2K shares-36.86%2026-03-312026-05-15

JUCY ETF SER SOLUTIONS623.5K shares-3.95%2026-03-312026-05-15

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DFAI DIMENSIONAL ETF TRUST345.7K shares1.33%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL27.7K shares0.49%2026-03-312026-05-15

EFV ISHARES TR171.2K shares-0.41%2026-03-312026-05-15

ALPHABET INC ALPHABET INC44.0K shares0.53%2026-03-312026-05-15

ITOT ISHARES TR83.4K shares-9.47%2026-03-312026-05-15

TSLA TESLA INC31.9K shares-3.67%2026-03-312026-05-15

BROADCOM INC BROADCOM INC36.8K shares-4.77%2026-03-312026-05-15

JEPI J P MORGAN EXCHANGE TRADED F196.2K shares-3.24%2026-03-312026-05-15

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AMZN AMAZON COM INC53.0K shares-2.41%2026-03-312026-05-15

SPYM SPDR SERIES TRUST110.0K shares-8.30%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO28.6K shares-3.05%2026-03-312026-05-15

ONEQ FIDELITY COMWLTH TR97.2K shares-6.49%2026-03-312026-05-15

PROSHARES TR PROSHARES TR195.2K sharesnew addition2026-03-312026-05-15

QUAL ISHARES TR38.0K shares2.05%2026-03-312026-05-15

WMT WALMART INC57.2K shares-4.30%2026-03-312026-05-15

BOXX EA SERIES TRUST59.0K shares23.46%2026-03-312026-05-15

Sponsored

VXUS VANGUARD STAR FDS88.6K shares-1.04%2026-03-312026-05-15

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD402.3K shares76.08%2026-03-312026-05-15

CGGR CAPITAL GROUP GROWTH ETF161.5K shares5.96%2026-03-312026-05-15

XCEM COLUMBIA ETF TR II158.8K shares-5.69%2026-03-312026-05-15

V VISA INC21.4K shares-1.35%2026-03-312026-05-15

VTI VANGUARD INDEX FDS20.1K shares4.66%2026-03-312026-05-15

INFL LISTED FDS TR116.7K shares10.14%2026-03-312026-05-15

VONG VANGUARD SCOTTSDALE FDS52.6K shares3.23%2026-03-312026-05-15

Sponsored

HD HOME DEPOT INC17.1K shares-0.65%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS25.2K shares-6.83%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR9.3K shares1.99%2026-03-312026-05-15

VO VANGUARD INDEX FDS18.3K shares0.07%2026-03-312026-05-15

JPST J P MORGAN EXCHANGE TRADED F97.9K shares7.28%2026-03-312026-05-15

DFCF DIMENSIONAL ETF TRUST114.7K shares0.38%2026-03-312026-05-15

ALPHABET INC ALPHABET INC15.9K shares-6.91%2026-03-312026-05-15

DGRO ISHARES TR63.4K shares-3.31%2026-03-312026-05-15

Sponsored

KHPI MANAGED PORTFOLIO SERIES177.7K shares36.95%2026-03-312026-05-15

FTGC FIRST TR EXCHANGE TRAD FD VI145.0K shares8.41%2026-03-312026-05-15

LLY ELI LILLY & CO4.5K shares-10.02%2026-03-312026-05-15

XHLF BONDBLOXX ETF TRUST78.2K shares-31.57%2026-03-312026-05-15

BSCQ INVESCO EXCH TRD SLF IDX FD201.3K shares1.09%2026-03-312026-05-15

PWR QUANTA SVCS INC7.0K shares-7.60%2026-03-312026-05-15

BKAG BNY MELLON ETF TRUST88.5K shares5.88%2026-03-312026-05-15

IWB ISHARES TR10.0K shares2.32%2026-03-312026-05-15

Sponsored

FTCS FIRST TR EXCHANGE-TRADED FD38.2K shares-2.82%2026-03-312026-05-15

DIA STATE STR SPDR DOW JONES IND7.5K shares3.38%2026-03-312026-05-15

TFC TRUIST FINL CORP74.9K shares-1.78%2026-03-312026-05-15

EDOW FIRST TR EXCHANGE-TRADED FD83.5K shares-0.24%2026-03-312026-05-15

FTSM FIRST TR EXCHANGE-TRADED FD56.2K shares0.07%2026-03-312026-05-15

QQEW FIRST TR EXCHANGE-TRADED FD24.9K shares1.02%2026-03-312026-05-15

BSCT INVESCO EXCH TRD SLF IDX FD163.2K shares2.92%2026-03-312026-05-15

ETF SER SOLUTIONS ETF SER SOLUTIONS120.5K shares48.63%2026-03-312026-05-15

Sponsored

PHYS SPROTT ASSET MANAGEMENT LP84.6K shares-9.24%2026-03-312026-05-15

USMV ISHARES TR32.3K shares-7.35%2026-03-312026-05-15

META META PLATFORMS INC5.1K shares2.11%2026-03-312026-05-15

FLOT ISHARES TR57.4K shares0.77%2026-03-312026-05-15

VRIG INVESCO ACTIVELY MANAGED EXC116.4K shares1.14%2026-03-312026-05-15

CAT CATERPILLAR INC4.1K shares-0.19%2026-03-312026-05-15

FANG DIAMONDBACK ENERGY INC14.6K shares-3.46%2026-03-312026-05-15

DDEC FIRST TR EXCHNG TRADED FD VI65.3K shares0.00%2026-03-312026-05-15

Sponsored

PGR PROGRESSIVE CORP14.3K shares2.31%2026-03-312026-05-15

FBND FIDELITY MERRIMACK STR TR61.8K shares14.46%2026-03-312026-05-15

XOM EXXON MOBIL CORP16.5K shares-0.19%2026-03-312026-05-15

PSLV SPROTT ASSET MANAGEMENT LP114.1K shares-15.63%2026-03-312026-05-15

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO49.6K shares-8.06%2026-03-312026-05-15

ABBV ABBVIE INC11.9K shares-1.90%2026-03-312026-05-15

FNDF SCHWAB STRATEGIC TR52.0K shares0.00%2026-03-312026-05-15

VB VANGUARD INDEX FDS9.3K shares-0.24%2026-03-312026-05-15

Sponsored

VMI VALMONT INDS INC6.1K shares0.00%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON9.9K shares-2.72%2026-03-312026-05-15

BR BROADRIDGE FINL SOLUTIONS IN14.8K shares0.93%2026-03-312026-05-15

SCHK SCHWAB STRATEGIC TR76.6K shares-4.14%2026-03-312026-05-15

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D1.2K shares0.00%2026-03-312026-05-15

PG PROCTER & GAMBLE CO16.1K shares-1.31%2026-03-312026-05-15

CVX CHEVRON CORPORATION11.2K shares36.15%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION2.3K shares0.00%2026-03-312026-05-15

Sponsored

ETY EATON VANCE TAX-MANAGED DIVE164.2K shares0.00%2026-03-312026-05-15

TBIL RBB FD INC43.9K shares50.69%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC2.5K shares-0.24%2026-03-312026-05-15

PPA INVESCO EXCHANGE TRADED FD T12.6K shares-9.93%2026-03-312026-05-15

MOAT VANECK ETF TRUST21.4K shares-0.24%2026-03-312026-05-15

CPRT COPART INC60.2K shares7.07%2026-03-312026-05-15

MBB ISHARES TR20.6K shares-4.55%2026-03-312026-05-15

BAC BANK AMERICA CORP40.1K shares-1.47%2026-03-312026-05-15

Sponsored

AMT AMERICAN TOWER CORP11.2K shares10.23%2026-03-312026-05-15

MUB ISHARES TR17.4K shares6.63%2026-03-312026-05-15

SIXG ETF SER SOLUTIONS26.3K shares0.00%2026-03-312026-05-15

APH AMPHENOL CORP14.1K shares4.13%2026-03-312026-05-15

IWV ISHARES TR4.8K shares0.15%2026-03-312026-05-15

ORCL ORACLE CORP11.8K shares5.84%2026-03-312026-05-15

IJH ISHARES TR25.2K shares-3.47%2026-03-312026-05-15

CHE CHEMED CORP NEW4.5K shares9.98%2026-03-312026-05-15

Sponsored

RTX RTX CORPORATION8.7K shares-3.67%2026-03-312026-05-15

SPYD SPDR SERIES TRUST36.7K shares0.00%2026-03-312026-05-15

CSCO CISCO SYS INC20.5K shares-0.51%2026-03-312026-05-15

NOW SERVICENOW INC15.1K shares35.83%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC10.7K shares22.91%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC7.5K shares1.81%2026-03-312026-05-15

UUP INVESCO DB US DLR INDEX TR53.7K shares3.88%2026-03-312026-05-15

IWD ISHARES TR6.7K shares-0.03%2026-03-312026-05-15

Sponsored

MU MICRON TECHNOLOGY INC4.2K shares-23.40%2026-03-312026-05-15

IEFA ISHARES TR15.2K shares0.08%2026-03-312026-05-15

MCK MCKESSON CORP1.6K shares-0.06%2026-03-312026-05-15

VGT VANGUARD WORLD FD2.0K shares-17.79%2026-03-312026-05-15

MCD MCDONALDS CORP4.0K shares-0.57%2026-03-312026-05-15

BIL SPDR SERIES TRUST13.5K shares0.00%2026-03-312026-05-15

DVY ISHARES TR8.1K shares0.00%2026-03-312026-05-15

QQQM INVESCO EXCH TRADED FD TR II5.1K shares7.21%2026-03-312026-05-15

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SO SOUTHERN CO12.3K shares-1.22%2026-03-312026-05-15

T AT&T INC40.5K shares10.07%2026-03-312026-05-15

BSCR INVESCO EXCH TRD SLF IDX FD59.2K shares0.08%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC4.3K shares-6.27%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC2.5K shares-1.14%2026-03-312026-05-15

BALT INNOVATOR ETFS TRUST34.4K shares322.58%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC9.5K shares-3.09%2026-03-312026-05-15

BSCS INVESCO EXCH TRD SLF IDX FD55.8K shares-2.62%2026-03-312026-05-15

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MA MASTERCARD INCORPORATED2.3K shares-2.36%2026-03-312026-05-15

VUG VANGUARD INDEX FDS2.6K shares4.44%2026-03-312026-05-15

NSC NORFOLK SOUTHN CORP3.9K shares-0.03%2026-03-312026-05-15

LOW LOWES COS INC4.8K shares-4.77%2026-03-312026-05-15

KO COCA COLA CO14.7K shares-10.93%2026-03-312026-05-15

AMAT APPLIED MATLS INC3.3K shares-0.21%2026-03-312026-05-15

ETF SER SOLUTIONS ETF SER SOLUTIONS44.1K shares0.00%2026-03-312026-05-15

ETF SER SOLUTIONS ETF SER SOLUTIONS43.8K shares11.13%2026-03-312026-05-15

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PFE PFIZER INC39.2K shares0.24%2026-03-312026-05-15

ETF SER SOLUTIONS ETF SER SOLUTIONS43.3K shares0.00%2026-03-312026-05-15

IJR ISHARES TR8.7K shares5.16%2026-03-312026-05-15

NEE NEXTERA ENERGY INC11.4K shares-4.34%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW8.1K shares-1.49%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP4.9K shares-12.40%2026-03-312026-05-15

VTV VANGUARD INDEX FDS5.2K shares9.51%2026-03-312026-05-15

BA BOEING CO5.1K shares3.73%2026-03-312026-05-15

Sponsored

PEP PEPSICO INC6.2K shares-8.42%2026-03-312026-05-15

NFLX NETFLIX INC.9.8K shares4.37%2026-03-312026-05-15

IWR ISHARES TR9.6K shares-1.48%2026-03-312026-05-15

IXC ISHARES TR16.1K shares0.00%2026-03-312026-05-15

RY ROYAL BK CDA5.7K shares-1.60%2026-03-312026-05-15

SKYY FIRST TR EXCHANGE-TRADED FD8.4K shares0.00%2026-03-312026-05-15

UNP UNION PAC CORP3.7K shares-2.62%2026-03-312026-05-15

IXUS ISHARES TR10.1K shares3.97%2026-03-312026-05-15

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AXP AMERICAN EXPRESS CO2.9K shares0.66%2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC898 shares-2.07%2026-03-312026-05-15

OILK PROSHARES TR15.7K sharesnew addition2026-03-312026-05-15

QCOM QUALCOMM INC6.2K shares-0.97%2026-03-312026-05-15

CRM SALESFORCE INC4.1K shares-11.97%2026-03-312026-05-15

TRV TRAVELERS COMPANIES INC2.6K shares-3.30%2026-03-312026-05-15

IEMG ISHARES INC10.9K shares-19.82%2026-03-312026-05-15

VCSH VANGUARD SCOTTSDALE FDS9.3K shares7.10%2026-03-312026-05-15

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LMT LOCKHEED MARTIN CORP1.2K shares1.76%2026-03-312026-05-15

IEV ISHARES TR10.7K shares0.00%2026-03-312026-05-15

VCIT VANGUARD SCOTTSDALE FDS8.7K shares0.75%2026-03-312026-05-15

WM WASTE MGMT INC DEL3.1K shares1.39%2026-03-312026-05-15

COWZ PACER FDS TR11.5K shares-2.51%2026-03-312026-05-15

FIG FIGMA INC33.9K shares160.26%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC2.1K shares-2.85%2026-03-312026-05-15

GLD SPDR GOLD TR1.6K shares-53.29%2026-03-312026-05-15

Sponsored

WFC WELLS FARGO & CO8.8K shares-5.90%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC4.1K shares0.56%2026-03-312026-05-15

FNB F N B CORP39.3K shares2.84%2026-03-312026-05-15

RODM LATTICE STRATEGIES TR16.6K shares0.00%2026-03-312026-05-15

COP CONOCOPHILLIPS4.9K shares-0.16%2026-03-312026-05-15

CPHC CANTERBURY PK HLDG CORP41.6K shares-0.09%2026-03-312026-05-15

SCHF SCHWAB STRATEGIC TR26.3K shares9.24%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE2.3K shares4.58%2026-03-312026-05-15

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ABT ABBOTT LABORATORIES6.3K shares-4.34%2026-03-312026-05-15

SHOP SHOPIFY INC5.4K shares23.28%2026-03-312026-05-15

CDNS CADENCE DESIGN SYSTEM INC2.2K shares-0.27%2026-03-312026-05-15

IGRO ISHARES TR7.0K shares-1.01%2026-03-312026-05-15

BK BANK NEW YORK MELLON CORP4.9K shares-0.34%2026-03-312026-05-15

ASML ASML HLDG NV439 shares2.09%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC11.5K shares7.04%2026-03-312026-05-15

MPC MARATHON PETE CORP2.4K shares0.08%2026-03-312026-05-15

Sponsored

HON HONEYWELL INTL INC2.5K shares-1.45%2026-03-312026-05-15

JEPQ J P MORGAN EXCHANGE TRADED F10.2K shares0.00%2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.8K shares-11.95%2026-03-312026-05-15

EMR EMERSON ELEC CO4.2K shares-0.98%2026-03-312026-05-15

DFAC DIMENSIONAL ETF TRUST14.1K shares0.23%2026-03-312026-05-15

LINDE PLC LINDE PLC1.1K shares1.01%2026-03-312026-05-15

IXN ISHARES TR5.4K shares-0.51%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC1.1K shares0.55%2026-03-312026-05-15

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SCHA SCHWAB STRATEGIC TR18.6K shares0.03%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR17.1K shares3.63%2026-03-312026-05-15

SBUX STARBUCKS CORP5.8K shares-2.24%2026-03-312026-05-15

MKL MARKEL GROUP INC271 shares4.23%2026-03-312026-05-15

INTC INTEL CORP11.3K shares4.51%2026-03-312026-05-15

TXN TEXAS INSTRS INC2.6K shares1.79%2026-03-312026-05-15

GIS GENERAL MILLS INC13.3K shares-3.70%2026-03-312026-05-15

AMGN AMGEN INC1.4K shares-8.07%2026-03-312026-05-15

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DIS DISNEY WALT CO5.1K shares-1.78%2026-03-312026-05-15

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II6.7K shares-5.73%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.5K shares1.78%2026-03-312026-05-15

REET ISHARES TR19.0K shares-4.46%2026-03-312026-05-15

LH LABCORP HOLDINGS INC1.8K shares0.00%2026-03-312026-05-15

EFG ISHARES TR4.3K shares-25.56%2026-03-312026-05-15

NXTG FIRST TR EXCHANGE-TRADED FD4.2K shares0.00%2026-03-312026-05-15

CGIC CAPITAL GROUP INTERNATIONAL14.3K sharesnew addition2026-03-312026-05-15

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VRTX VERTEX PHARMACEUTICALS INC1.1K shares0.00%2026-03-312026-05-15

TJX TJX COS INC NEW2.9K shares0.03%2026-03-312026-05-15

MET METLIFE INC6.5K shares-12.83%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS1.9K shares1.85%2026-03-312026-05-15

AVUV AMERICAN CENTY ETF TR4.1K shares0.10%2026-03-312026-05-15

AGG ISHARES TR4.4K shares13.37%2026-03-312026-05-15

PNC PNC FINL SVCS GROUP INC2.1K shares-2.18%2026-03-312026-05-15

SCHM SCHWAB STRATEGIC TR14.2K shares6.05%2026-03-312026-05-15

Sponsored

SPEM SPDR INDEX SHS FDS9.3K shares4.19%2026-03-312026-05-15

TCAF T ROWE PRICE ETF INC12.3K shares0.00%2026-03-312026-05-15

CTAS CINTAS CORP2.6K shares-2.55%2026-03-312026-05-15

AFL AFLAC INC3.9K shares-6.51%2026-03-312026-05-15

LHX L3HARRIS TECHNOLOGIES INC1.2K shares1.73%2026-03-312026-05-15

GILD GILEAD SCIENCES INC3.0K shares-3.07%2026-03-312026-05-15

URI UNITED RENTALS INC577 shares6.46%2026-03-312026-05-15

NVS NOVARTIS AG2.7K shares0.00%2026-03-312026-05-15

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CITIGROUP INC CITIGROUP INC3.7K shares0.66%2026-03-312026-05-15

CEF SPROTT ASSET MANAGEMENT LP8.5K shares0.00%2026-03-312026-05-15

VONE VANGUARD SCOTTSDALE FDS1.4K shares0.00%2026-03-312026-05-15

DE DEERE & CO709 shares-8.04%2026-03-312026-05-15

MS MORGAN STANLEY2.4K shares-2.97%2026-03-312026-05-15

TFLO ISHARES TR7.9K shares-6.01%2026-03-312026-05-15

SLV ISHARES SILVER TR5.8K shares-47.34%2026-03-312026-05-15

DMBS DOUBLELINE ETF TRUST8.0K shares65.53%2026-03-312026-05-15

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CSQ CALAMOS STRATEGIC TOTAL RETU22.8K shares-0.85%2026-03-312026-05-15

GEV GE VERNOVA INC440 shares1.85%2026-03-312026-05-15

SYK STRYKER CORPORATION1.2K shares-1.52%2026-03-312026-05-15

VBR VANGUARD INDEX FDS1.8K shares42.34%2026-03-312026-05-15

NUE NUCOR CORP2.2K shares-1.68%2026-03-312026-05-15

IWF ISHARES TR880 shares0.00%2026-03-312026-05-15

SCHG SCHWAB STRATEGIC TR12.7K shares0.00%2026-03-312026-05-15

GJUL FIRST TR EXCHNG TRADED FD VI9.0K shares0.00%2026-03-312026-05-15

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SCHW SCHWAB CHARLES CORP3.9K shares14.34%2026-03-312026-05-15

CME CME GROUP INC1.2K shares-2.52%2026-03-312026-05-15

GM GENERAL MTRS CO4.9K shares-0.08%2026-03-312026-05-15

CB CHUBB LTD SWITZ1.1K shares-0.18%2026-03-312026-05-15

PLD PROLOGIS INC.2.7K shares-1.65%2026-03-312026-05-15

TT TRANE TECHNOLOGIES PLC860 shares0.58%2026-03-312026-05-15

IYW ISHARES TR1.9K shares-5.40%2026-03-312026-05-15

SCHB SCHWAB STRATEGIC TR14.0K shares0.25%2026-03-312026-05-15

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INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST18.8K sharesnew addition2026-03-312026-05-15

KMI KINDER MORGAN INC DEL10.5K shares-0.30%2026-03-312026-05-15

BNL BROADSTONE NET LEASE INC19.1K shares0.00%2026-03-312026-05-15

REGN REGENERON PHARMACEUTICALS443 shares0.00%2026-03-312026-05-15

EME EMCOR GROUP INC460 shares0.44%2026-03-312026-05-15

TQQQ PROSHARES TR8.0K shares-0.50%2026-03-312026-05-15

IBIT ISHARES BITCOIN TRUST ETF8.7K shares38.79%2026-03-312026-05-15

MIST MILESTONE PHARMACEUTICALS IN280.3K shares6.48%2026-03-312026-05-15

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APD AIR PRODUCTS AND CHEMICALS I1.1K shares-10.50%2026-03-312026-05-15

CARR CARRIER GLOBAL CORPORATION5.8K shares-3.14%2026-03-312026-05-15

MCO MOODYS CORP729 shares-0.27%2026-03-312026-05-15

FSIG FIRST TR EXCHANGE-TRADED FD16.8K shares-59.15%2026-03-312026-05-15

ARISTA NETWORKS INC ARISTA NETWORKS INC2.6K shares0.70%2026-03-312026-05-15

SNPS SYNOPSYS INC793 shares0.00%2026-03-312026-05-15

NOC NORTHROP GRUMMAN CORP458 shares4.09%2026-03-312026-05-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP898 shares-0.55%2026-03-312026-05-15

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USB US BANCORP5.9K shares-3.48%2026-03-312026-05-15

CSX CSX CORP7.4K shares0.30%2026-03-312026-05-15

HAL HALLIBURTON CO7.8K shares-0.53%2026-03-312026-05-15

MDLZ MONDELEZ INTL INC5.2K shares-0.27%2026-03-312026-05-15

MMC MARSH & MCLENNAN COS INC1.7K shares-21.23%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC4.1K shares-15.21%2026-03-312026-05-15

UMAR INNOVATOR ETFS TRUST7.2K sharesnew addition2026-03-312026-05-15

BKNG BOOKING HOLDINGS INC68 shares-9.33%2026-03-312026-05-15

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ARKK ARK ETF TR4.2K shares-9.51%2026-03-312026-05-15

ALL ALLSTATE CORP1.4K shares-8.43%2026-03-312026-05-15

NVO NOVO-NORDISK A S7.7K shares16.62%2026-03-312026-05-15

TGT TARGET CORP2.3K shares-10.20%2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB CO4.6K shares-5.52%2026-03-312026-05-15

GLW CORNING INC2.0K shares-29.58%2026-03-312026-05-15

AIG AMERICAN INTL GROUP INC3.6K shares-2.07%2026-03-312026-05-15

CRWD CROWDSTRIKE HLDGS INC690 shares7.48%2026-03-312026-05-15

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NKE NIKE INC5.0K shares-0.94%2026-03-312026-05-15

DELL DELL TECHNOLOGIES INC1.6K sharesnew addition2026-03-312026-05-15

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RSG REPUBLIC SVCS INC1.2K shares2.55%2026-03-312026-05-15

MO ALTRIA GROUP INC4.0K shares-4.65%2026-03-312026-05-15

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ISCB ISHARES TR4.0K shares0.25%2026-03-312026-05-15

CGSD CAPITAL GRP FIXED INCM ETF T10.0K shares-65.10%2026-03-312026-05-15

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ATO ATMOS ENERGY CORP1.4K shares-1.00%2026-03-312026-05-15

ADI ANALOG DEVICES INC796 shares-5.01%2026-03-312026-05-15

FBTC FIDELITY WISE ORIGIN BITCOIN4.3K shares0.00%2026-03-312026-05-15

TMUS T-MOBILE US INC1.2K shares1.86%2026-03-312026-05-15

VOOG VANGUARD ADMIRAL FDS INC618 sharesnew addition2026-03-312026-05-15

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DDFS INNOVATOR ETFS TRUST11.7K shares0.00%2026-03-312026-05-15

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MEDTRONIC PLC MEDTRONIC PLC2.8K shares-4.64%2026-03-312026-05-15

IVW ISHARES TR2.2K shares1.55%2026-03-312026-05-15

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JSMD JANUS DETROIT STR TR3.0K shares0.00%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR1.8K sharesnew addition2026-03-312026-05-15

HIG HARTFORD INSURANCE GROUP INC1.7K shares-0.23%2026-03-312026-05-15

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COF CAPITAL ONE FINL CORP1.3K shares-15.10%2026-03-312026-05-15

RKT ROCKET COS INC16.4K shares-10.54%2026-03-312026-05-15

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MSI MOTOROLA SOLUTIONS INC535 shares2.29%2026-03-312026-05-15

MTB M & T BK CORP1.1K shares0.45%2026-03-312026-05-15

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BITB BITWISE BITCOIN ETF TR6.2K shares7.69%2026-03-312026-05-15

XJUL FIRST TR EXCHNG TRADED FD VI5.9K shares0.00%2026-03-312026-05-15

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UMBF UMB FINL CORP2.0K shares0.40%2026-03-312026-05-15

IWM ISHARES TR900 shares-1.64%2026-03-312026-05-15

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ROIV ROIVANT SCIENCES LTD8.0K shares-18.02%2026-03-312026-05-15

FCX FREEPORT MCMORAN INC3.7K sharesnew addition2026-03-312026-05-15

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CEG CONSTELLATION ENERGY CORP774 shares10.10%2026-03-312026-05-15

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AEP AMERICAN ELEC PWR CO INC1.6K shares-7.53%2026-03-312026-05-15

AMP AMERIPRISE FINL INC485 shares1.25%2026-03-312026-05-15

VTWO VANGUARD SCOTTSDALE FDS2.1K shares1.18%2026-03-312026-05-15

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MSTR STRATEGY INC1.7K shares-22.03%2026-03-312026-05-15

VLO VALERO ENERGY CORP861 shares-55.25%2026-03-312026-05-15

MDY STATE STR SPDR S&P MIDCAP 40344 shares-8.75%2026-03-312026-05-15

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ROP ROPER TECHNOLOGIES INC594 shares-61.48%2026-03-312026-05-15

PKST PEAKSTONE REALTY TRUST9.7K shares-18.02%2026-03-312026-05-15

CMCSA COMCAST CORP NEW7.1K shares2.38%2026-03-312026-05-15

THE CIGNA GROUP THE CIGNA GROUP751 shares-32.59%2026-03-312026-05-15

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VTWV VANGUARD SCOTTSDALE FDS1.2K sharesnew addition2026-03-312026-05-15

VTWG VANGUARD SCOTTSDALE FDS829 sharesnew addition2026-03-312026-05-15

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UFEB INNOVATOR ETFS TRUST4.8K shares-34.25%2026-03-312026-05-15

PGEN PRECIGEN INC44.4K shares0.00%2026-03-312026-05-15

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SCHP SCHWAB STRATEGIC TR6.4K sharesnew addition2026-03-312026-05-15

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DSI ISHARES TR1.2K sharesnew addition2026-03-312026-05-15

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SIL GLOBAL X FDS982 sharesnew addition2026-03-312026-05-15

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LCTU BLACKROCK ETF TRUST896 sharesnew addition2026-03-312026-05-15

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GSLC GOLDMAN SACHS ETF TR452 sharesnew addition2026-03-312026-05-15

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DFIV DIMENSIONAL ETF TRUST1.1K sharesnew addition2026-03-312026-05-15

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DIVO AMPLIFY ETF TR1.2K sharesnew addition2026-03-312026-05-15

CGCB CAPITAL GRP FIXED INCM ETF T2.0K sharesnew addition2026-03-312026-05-15

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VIS VANGUARD WORLD FD160 sharesnew addition2026-03-312026-05-15

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JQUA J P MORGAN EXCHANGE TRADED F762 sharesnew addition2026-03-312026-05-15

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ICF ISHARES TR696 sharesnew addition2026-03-312026-05-15

THRO BLACKROCK ETF TRUST1.1K sharesnew addition2026-03-312026-05-15

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VBK VANGUARD INDEX FDS134 sharesnew addition2026-03-312026-05-15

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PAVE GLOBAL X FDS767 sharesnew addition2026-03-312026-05-15

IGSB ISHARES TR729 sharesnew addition2026-03-312026-05-15

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DDFL INNOVATOR ETFS TRUST1.8K sharesnew addition2026-03-312026-05-15

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IOO ISHARES TR289 sharesnew addition2026-03-312026-05-15

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CPRY CALAMOS ETF TR1.2K sharesnew addition2026-03-312026-05-15

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FDN FIRST TR EXCHANGE-TRADED FD142 sharesnew addition2026-03-312026-05-15

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IUSG ISHARES TR193 sharesnew addition2026-03-312026-05-15

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CBTJ CALAMOS ETF TR1.5K sharesnew addition2026-03-312026-05-15

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EVX VANECK ETF TRUST729 sharesnew addition2026-03-312026-05-15

MDIV FIRST TR EXCHANGE TRADED FD1.7K sharesnew addition2026-03-312026-05-15

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LMBS FIRST TR EXCHANGE-TRADED FD550 sharesnew addition2026-03-312026-05-15

QTUM ETF SER SOLUTIONS250 sharesnew addition2026-03-312026-05-15

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BSV VANGUARD BD INDEX FDS332 sharesnew addition2026-03-312026-05-15

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BLOK AMPLIFY ETF TR512 sharesnew addition2026-03-312026-05-15

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JVAL J P MORGAN EXCHANGE TRADED F478 sharesnew addition2026-03-312026-05-15

VHT VANGUARD WORLD FD85 sharesnew addition2026-03-312026-05-15

PID INVESCO EXCHANGE TRADED FD T1.0K sharesnew addition2026-03-312026-05-15

PTBD PACER FDS TR1.2K sharesnew addition2026-03-312026-05-15

Sponsored

ETF SER SOLUTIONS ETF SER SOLUTIONS649 sharesnew addition2026-03-312026-05-15

ICLN ISHARES TR1.2K sharesnew addition2026-03-312026-05-15

CPNM CALAMOS ETF TR817 sharesnew addition2026-03-312026-05-15

SRVR PACER FDS TR663 sharesnew addition2026-03-312026-05-15

PCIG LITMAN GREGORY FDS TR2.6K sharesnew addition2026-03-312026-05-15

EUDG WISDOMTREE TR559 sharesnew addition2026-03-312026-05-15

GOVT ISHARES TR875 sharesnew addition2026-03-312026-05-15

FGD FIRST TR EXCHANGE-TRADED FD616 sharesnew addition2026-03-312026-05-15

Sponsored

QDPL PACER FDS TR475 sharesnew addition2026-03-312026-05-15

VOE VANGUARD INDEX FDS101 sharesnew addition2026-03-312026-05-15

FNDX SCHWAB STRATEGIC TR666 sharesnew addition2026-03-312026-05-15

LIT GLOBAL X FDS245 sharesnew addition2026-03-312026-05-15

ACIO

ETF SER SOLUTIONS

2.10%

Shares4.5M

Event2026-03-31

Filed2026-05-15

DRSK

ETF SER SOLUTIONS

3.55%

Shares4.5M

Event2026-03-31

Filed2026-05-15

SCHX

SCHWAB STRATEGIC TR

5.73%

Shares2.8M

Event2026-03-31

Filed2026-05-15

OSCV

ETF SER SOLUTIONS

-4.09%

Shares1.5M

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

2.91%

Shares99.3K

Event2026-03-31

Filed2026-05-15

CGDV

CAPITAL GROUP DIVIDEND VALUE

0.23%

Shares1.3M

Event2026-03-31

Filed2026-05-15

BUFR

FIRST TR EXCHNG TRADED FD VI

-0.45%

Shares1.5M

Event2026-03-31

Filed2026-05-15

RDVY

FIRST TR EXCHANGE TRADED FD

0.30%

Shares645.4K

Event2026-03-31

Filed2026-05-15

LQTI

FIRST TR EXCHANGE-TRADED FD

8.06%

Shares2.1M

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

2.70%

Shares574.5K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-2.05%

Shares198.1K

Event2026-03-31

Filed2026-05-15

FRDM

EA SERIES TRUST

-2.59%

Shares611.0K

Event2026-03-31

Filed2026-05-15

JCPB

J P MORGAN EXCHANGE TRADED F

5.62%

Shares614.5K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-4.04%

Shares107.7K

Event2026-03-31

Filed2026-05-15

GSEW

GOLDMAN SACHS ETF TR

-4.80%

Shares296.6K

Event2026-03-31

Filed2026-05-15

SDVY

FIRST TR EXCHANGE TRADED FD

8.34%

Shares547.4K

Event2026-03-31

Filed2026-05-15

ADME

ETF SER SOLUTIONS

1.25%

Shares414.4K

Event2026-03-31

Filed2026-05-15

DUBS

ETF SER SOLUTIONS

5.52%

Shares479.5K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

0.04%

Shares24.4K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

0.58%

Shares23.5K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-1.94%

Shares40.9K

Event2026-03-31

Filed2026-05-15

DBND

DOUBLELINE ETF TRUST

-0.05%

Shares308.6K

Event2026-03-31

Filed2026-05-15

USFR

WISDOMTREE TR

-36.86%

Shares275.2K

Event2026-03-31

Filed2026-05-15

JUCY

ETF SER SOLUTIONS

-3.95%

Shares623.5K

Event2026-03-31

Filed2026-05-15

DFAI

DIMENSIONAL ETF TRUST

1.33%

Shares345.7K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

0.49%

Shares27.7K

Event2026-03-31

Filed2026-05-15

EFV

ISHARES TR

-0.41%

Shares171.2K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

0.53%

Shares44.0K

Event2026-03-31

Filed2026-05-15

ITOT

ISHARES TR

-9.47%

Shares83.4K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

-3.67%

Shares31.9K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

-4.77%

Shares36.8K

Event2026-03-31

Filed2026-05-15

JEPI

J P MORGAN EXCHANGE TRADED F

-3.24%

Shares196.2K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-2.41%

Shares53.0K

Event2026-03-31

Filed2026-05-15

SPYM

SPDR SERIES TRUST

-8.30%

Shares110.0K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-3.05%

Shares28.6K

Event2026-03-31

Filed2026-05-15

ONEQ

FIDELITY COMWLTH TR

-6.49%

Shares97.2K

Event2026-03-31

Filed2026-05-15

PROSHARES TR

New

Shares195.2K

Event2026-03-31

Filed2026-05-15

QUAL

ISHARES TR

2.05%

Shares38.0K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

-4.30%

Shares57.2K

Event2026-03-31

Filed2026-05-15

BOXX

EA SERIES TRUST

23.46%

Shares59.0K

Event2026-03-31

Filed2026-05-15

VXUS

VANGUARD STAR FDS

-1.04%

Shares88.6K

Event2026-03-31

Filed2026-05-15

BLUEROCK PVT REAL ESTATE FD

76.08%

Shares402.3K

Event2026-03-31

Filed2026-05-15

CGGR

CAPITAL GROUP GROWTH ETF

5.96%

Shares161.5K

Event2026-03-31

Filed2026-05-15

XCEM

COLUMBIA ETF TR II

-5.69%

Shares158.8K

Event2026-03-31

Filed2026-05-15

VISA INC

-1.35%

Shares21.4K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

4.66%

Shares20.1K

Event2026-03-31

Filed2026-05-15

INFL

LISTED FDS TR

10.14%

Shares116.7K

Event2026-03-31

Filed2026-05-15

VONG

VANGUARD SCOTTSDALE FDS

3.23%

Shares52.6K

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

-0.65%

Shares17.1K

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

-6.83%

Shares25.2K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

1.99%

Shares9.3K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

0.07%

Shares18.3K

Event2026-03-31

Filed2026-05-15

JPST

J P MORGAN EXCHANGE TRADED F

7.28%

Shares97.9K

Event2026-03-31

Filed2026-05-15

DFCF

DIMENSIONAL ETF TRUST

0.38%

Shares114.7K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-6.91%

Shares15.9K

Event2026-03-31

Filed2026-05-15

DGRO

ISHARES TR

-3.31%

Shares63.4K

Event2026-03-31

Filed2026-05-15

KHPI

MANAGED PORTFOLIO SERIES

36.95%

Shares177.7K

Event2026-03-31

Filed2026-05-15

FTGC

FIRST TR EXCHANGE TRAD FD VI

8.41%

Shares145.0K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

-10.02%

Shares4.5K

Event2026-03-31

Filed2026-05-15

XHLF

BONDBLOXX ETF TRUST

-31.57%

Shares78.2K

Event2026-03-31

Filed2026-05-15

BSCQ

INVESCO EXCH TRD SLF IDX FD

1.09%

Shares201.3K

Event2026-03-31

Filed2026-05-15

PWR

QUANTA SVCS INC

-7.60%

Shares7.0K

Event2026-03-31

Filed2026-05-15

BKAG

BNY MELLON ETF TRUST

5.88%

Shares88.5K

Event2026-03-31

Filed2026-05-15

IWB

ISHARES TR

2.32%

Shares10.0K

Event2026-03-31

Filed2026-05-15

FTCS

FIRST TR EXCHANGE-TRADED FD

-2.82%

Shares38.2K

Event2026-03-31

Filed2026-05-15

DIA

STATE STR SPDR DOW JONES IND

3.38%

Shares7.5K

Event2026-03-31

Filed2026-05-15

TFC

TRUIST FINL CORP

-1.78%

Shares74.9K

Event2026-03-31

Filed2026-05-15

EDOW

FIRST TR EXCHANGE-TRADED FD

-0.24%

Shares83.5K

Event2026-03-31

Filed2026-05-15

FTSM

FIRST TR EXCHANGE-TRADED FD

0.07%

Shares56.2K

Event2026-03-31

Filed2026-05-15

QQEW

FIRST TR EXCHANGE-TRADED FD

1.02%

Shares24.9K

Event2026-03-31

Filed2026-05-15

BSCT

INVESCO EXCH TRD SLF IDX FD

2.92%

Shares163.2K

Event2026-03-31

Filed2026-05-15

ETF SER SOLUTIONS

48.63%

Shares120.5K

Event2026-03-31

Filed2026-05-15

PHYS

SPROTT ASSET MANAGEMENT LP

-9.24%

Shares84.6K

Event2026-03-31

Filed2026-05-15

USMV

ISHARES TR

-7.35%

Shares32.3K

Event2026-03-31

Filed2026-05-15

META

META PLATFORMS INC

2.11%

Shares5.1K

Event2026-03-31

Filed2026-05-15

FLOT

ISHARES TR

0.77%

Shares57.4K

Event2026-03-31

Filed2026-05-15

VRIG

INVESCO ACTIVELY MANAGED EXC

1.14%

Shares116.4K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

-0.19%

Shares4.1K

Event2026-03-31

Filed2026-05-15

FANG

DIAMONDBACK ENERGY INC

-3.46%

Shares14.6K

Event2026-03-31

Filed2026-05-15

DDEC

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares65.3K

Event2026-03-31

Filed2026-05-15

PGR

PROGRESSIVE CORP

2.31%

Shares14.3K

Event2026-03-31

Filed2026-05-15

FBND

FIDELITY MERRIMACK STR TR

14.46%

Shares61.8K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

-0.19%

Shares16.5K

Event2026-03-31

Filed2026-05-15

PSLV

SPROTT ASSET MANAGEMENT LP

-15.63%

Shares114.1K

Event2026-03-31

Filed2026-05-15

PROFESIONALLY MANAGED PORTFO

-8.06%

Shares49.6K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

-1.90%

Shares11.9K

Event2026-03-31

Filed2026-05-15

FNDF

SCHWAB STRATEGIC TR

0.00%

Shares52.0K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-0.24%

Shares9.3K

Event2026-03-31

Filed2026-05-15

VMI

VALMONT INDS INC

0.00%

Shares6.1K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

-2.72%

Shares9.9K

Event2026-03-31

Filed2026-05-15

BROADRIDGE FINL SOLUTIONS IN

0.93%

Shares14.8K

Event2026-03-31

Filed2026-05-15

SCHK

SCHWAB STRATEGIC TR

-4.14%

Shares76.6K

Event2026-03-31

Filed2026-05-15

FIRST CTZNS BANCSHARES INC D

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

-1.31%

Shares16.1K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

36.15%

Shares11.2K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-15

ETY

EATON VANCE TAX-MANAGED DIVE

0.00%

Shares164.2K

Event2026-03-31

Filed2026-05-15

TBIL

RBB FD INC

50.69%

Shares43.9K

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC

-0.24%

Shares2.5K

Event2026-03-31

Filed2026-05-15

PPA

INVESCO EXCHANGE TRADED FD T

-9.93%

Shares12.6K

Event2026-03-31

Filed2026-05-15

MOAT

VANECK ETF TRUST

-0.24%

Shares21.4K

Event2026-03-31

Filed2026-05-15

CPRT

COPART INC

7.07%

Shares60.2K

Event2026-03-31

Filed2026-05-15

MBB

ISHARES TR

-4.55%

Shares20.6K

Event2026-03-31

Filed2026-05-15

BAC

BANK AMERICA CORP

-1.47%

Shares40.1K

Event2026-03-31

Filed2026-05-15

AMT

AMERICAN TOWER CORP

10.23%

Shares11.2K

Event2026-03-31

Filed2026-05-15

MUB

ISHARES TR

6.63%

Shares17.4K

Event2026-03-31

Filed2026-05-15

SIXG

ETF SER SOLUTIONS

0.00%

Shares26.3K

Event2026-03-31

Filed2026-05-15

APH

AMPHENOL CORP

4.13%

Shares14.1K

Event2026-03-31

Filed2026-05-15

IWV

ISHARES TR

0.15%

Shares4.8K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

5.84%

Shares11.8K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

-3.47%

Shares25.2K

Event2026-03-31

Filed2026-05-15

CHE

CHEMED CORP NEW

9.98%

Shares4.5K

Event2026-03-31

Filed2026-05-15

RTX

RTX CORPORATION

-3.67%

Shares8.7K

Event2026-03-31

Filed2026-05-15

SPYD

SPDR SERIES TRUST

0.00%

Shares36.7K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

-0.51%

Shares20.5K

Event2026-03-31

Filed2026-05-15

NOW

SERVICENOW INC

35.83%

Shares15.1K

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INC

22.91%

Shares10.7K

Event2026-03-31

Filed2026-05-15

AMD

ADVANCED MICRO DEVICES INC

1.81%

Shares7.5K

Event2026-03-31

Filed2026-05-15

UUP

INVESCO DB US DLR INDEX TR

3.88%

Shares53.7K

Event2026-03-31

Filed2026-05-15

IWD

ISHARES TR

-0.03%

Shares6.7K

Event2026-03-31

Filed2026-05-15

MICRON TECHNOLOGY INC

-23.40%

Shares4.2K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

0.08%

Shares15.2K

Event2026-03-31

Filed2026-05-15

MCK

MCKESSON CORP

-0.06%

Shares1.6K

Event2026-03-31

Filed2026-05-15

VGT

VANGUARD WORLD FD

-17.79%

Shares2.0K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

-0.57%

Shares4.0K

Event2026-03-31

Filed2026-05-15

BIL

SPDR SERIES TRUST

0.00%

Shares13.5K

Event2026-03-31

Filed2026-05-15

DVY

ISHARES TR

0.00%

Shares8.1K

Event2026-03-31

Filed2026-05-15

QQQM

INVESCO EXCH TRADED FD TR II

7.21%

Shares5.1K

Event2026-03-31

Filed2026-05-15

SOUTHERN CO

-1.22%

Shares12.3K

Event2026-03-31

Filed2026-05-15

AT&T INC

10.07%

Shares40.5K

Event2026-03-31

Filed2026-05-15

BSCR

INVESCO EXCH TRD SLF IDX FD

0.08%

Shares59.2K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

-6.27%

Shares4.3K

Event2026-03-31

Filed2026-05-15

ISRG

INTUITIVE SURGICAL INC

-1.14%

Shares2.5K

Event2026-03-31

Filed2026-05-15

BALT

INNOVATOR ETFS TRUST

322.58%

Shares34.4K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

-3.09%

Shares9.5K

Event2026-03-31

Filed2026-05-15

BSCS

INVESCO EXCH TRD SLF IDX FD

-2.62%

Shares55.8K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

-2.36%

Shares2.3K

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

4.44%

Shares2.6K

Event2026-03-31

Filed2026-05-15

NSC

NORFOLK SOUTHN CORP

-0.03%

Shares3.9K

Event2026-03-31

Filed2026-05-15

LOW

LOWES COS INC

-4.77%

Shares4.8K

Event2026-03-31

Filed2026-05-15

COCA COLA CO

-10.93%

Shares14.7K

Event2026-03-31

Filed2026-05-15

AMAT

APPLIED MATLS INC

-0.21%

Shares3.3K

Event2026-03-31

Filed2026-05-15

ETF SER SOLUTIONS

0.00%

Shares44.1K

Event2026-03-31

Filed2026-05-15

ETF SER SOLUTIONS

11.13%

Shares43.8K

Event2026-03-31

Filed2026-05-15

PFE

PFIZER INC

0.24%

Shares39.2K

Event2026-03-31

Filed2026-05-15

ETF SER SOLUTIONS

0.00%

Shares43.3K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

5.16%

Shares8.7K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

-4.34%

Shares11.4K

Event2026-03-31

Filed2026-05-15

DUKE ENERGY CORP NEW

-1.49%

Shares8.1K

Event2026-03-31

Filed2026-05-15

LAM RESEARCH CORP

-12.40%

Shares4.9K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

9.51%

Shares5.2K

Event2026-03-31

Filed2026-05-15

BOEING CO

3.73%

Shares5.1K

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

-8.42%

Shares6.2K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC.

4.37%

Shares9.8K

Event2026-03-31

Filed2026-05-15

IWR

ISHARES TR

-1.48%

Shares9.6K

Event2026-03-31

Filed2026-05-15

IXC

ISHARES TR

0.00%

Shares16.1K

Event2026-03-31

Filed2026-05-15

ROYAL BK CDA

-1.60%

Shares5.7K

Event2026-03-31

Filed2026-05-15

SKYY

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares8.4K

Event2026-03-31

Filed2026-05-15

UNP

UNION PAC CORP

-2.62%

Shares3.7K

Event2026-03-31

Filed2026-05-15

IXUS

ISHARES TR

3.97%

Shares10.1K

Event2026-03-31

Filed2026-05-15

AXP

AMERICAN EXPRESS CO

0.66%

Shares2.9K

Event2026-03-31

Filed2026-05-15

BLACKROCK INC

-2.07%

Shares898

Event2026-03-31

Filed2026-05-15

OILK

PROSHARES TR

New

Shares15.7K

Event2026-03-31

Filed2026-05-15

QCOM

QUALCOMM INC

-0.97%

Shares6.2K

Event2026-03-31

Filed2026-05-15

CRM

SALESFORCE INC

-11.97%

Shares4.1K

Event2026-03-31

Filed2026-05-15

TRV

TRAVELERS COMPANIES INC

-3.30%

Shares2.6K

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

-19.82%

Shares10.9K

Event2026-03-31

Filed2026-05-15

VCSH

VANGUARD SCOTTSDALE FDS

7.10%

Shares9.3K

Event2026-03-31

Filed2026-05-15

LMT

LOCKHEED MARTIN CORP

1.76%

Shares1.2K

Event2026-03-31

Filed2026-05-15

IEV

ISHARES TR

0.00%

Shares10.7K

Event2026-03-31

Filed2026-05-15

VCIT

VANGUARD SCOTTSDALE FDS

0.75%

Shares8.7K

Event2026-03-31

Filed2026-05-15

WASTE MGMT INC DEL

1.39%

Shares3.1K

Event2026-03-31

Filed2026-05-15

COWZ

PACER FDS TR

-2.51%

Shares11.5K

Event2026-03-31

Filed2026-05-15

FIG

FIGMA INC

160.26%

Shares33.9K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-2.85%

Shares2.1K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

-53.29%

Shares1.6K

Event2026-03-31

Filed2026-05-15

WFC

WELLS FARGO & CO

-5.90%

Shares8.8K

Event2026-03-31

Filed2026-05-15

PHILIP MORRIS INTL INC

0.56%

Shares4.1K

Event2026-03-31

Filed2026-05-15

FNB

F N B CORP

2.84%

Shares39.3K

Event2026-03-31

Filed2026-05-15

RODM

LATTICE STRATEGIES TR

0.00%

Shares16.6K

Event2026-03-31

Filed2026-05-15

COP

CONOCOPHILLIPS

-0.16%

Shares4.9K

Event2026-03-31

Filed2026-05-15

CPHC

CANTERBURY PK HLDG CORP

-0.09%

Shares41.6K

Event2026-03-31

Filed2026-05-15

SCHF

SCHWAB STRATEGIC TR

9.24%

Shares26.3K

Event2026-03-31

Filed2026-05-15

GE AEROSPACE

4.58%

Shares2.3K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

-4.34%

Shares6.3K

Event2026-03-31

Filed2026-05-15

SHOP

SHOPIFY INC

23.28%

Shares5.4K

Event2026-03-31

Filed2026-05-15

CDNS

CADENCE DESIGN SYSTEM INC

-0.27%

Shares2.2K

Event2026-03-31

Filed2026-05-15

IGRO

ISHARES TR

-1.01%

Shares7.0K

Event2026-03-31

Filed2026-05-15

BANK NEW YORK MELLON CORP

-0.34%

Shares4.9K

Event2026-03-31

Filed2026-05-15

ASML

ASML HLDG NV

2.09%

Shares439

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC

7.04%

Shares11.5K

Event2026-03-31

Filed2026-05-15

MPC

MARATHON PETE CORP

0.08%

Shares2.4K

Event2026-03-31

Filed2026-05-15

HON

HONEYWELL INTL INC

-1.45%

Shares2.5K

Event2026-03-31

Filed2026-05-15

JEPQ

J P MORGAN EXCHANGE TRADED F

0.00%

Shares10.2K

Event2026-03-31

Filed2026-05-15

ACCENTURE PLC IRELAND

-11.95%

Shares2.8K

Event2026-03-31

Filed2026-05-15

EMR

EMERSON ELEC CO

-0.98%

Shares4.2K

Event2026-03-31

Filed2026-05-15

DFAC

DIMENSIONAL ETF TRUST

0.23%

Shares14.1K

Event2026-03-31

Filed2026-05-15

LINDE PLC

1.01%

Shares1.1K

Event2026-03-31

Filed2026-05-15

IXN

ISHARES TR

-0.51%

Shares5.4K

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC

0.55%

Shares1.1K

Event2026-03-31

Filed2026-05-15

SCHA

SCHWAB STRATEGIC TR

0.03%

Shares18.6K

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB STRATEGIC TR

3.63%

Shares17.1K

Event2026-03-31

Filed2026-05-15

SBUX

STARBUCKS CORP

-2.24%

Shares5.8K

Event2026-03-31

Filed2026-05-15

MKL

MARKEL GROUP INC

4.23%

Shares271

Event2026-03-31

Filed2026-05-15

INTC

INTEL CORP

4.51%

Shares11.3K

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRS INC

1.79%

Shares2.6K

Event2026-03-31

Filed2026-05-15

GIS

GENERAL MILLS INC

-3.70%

Shares13.3K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

-8.07%

Shares1.4K

Event2026-03-31

Filed2026-05-15

DIS

DISNEY WALT CO

-1.78%

Shares5.1K

Event2026-03-31

Filed2026-05-15

INVESCO EXCH TRADED FD TR II

-5.73%

Shares6.7K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

1.78%

Shares2.5K

Event2026-03-31

Filed2026-05-15

REET

ISHARES TR

-4.46%

Shares19.0K

Event2026-03-31

Filed2026-05-15

LABCORP HOLDINGS INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-15

EFG

ISHARES TR

-25.56%

Shares4.3K

Event2026-03-31

Filed2026-05-15

NXTG

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-15

CGIC

CAPITAL GROUP INTERNATIONAL

New

Shares14.3K

Event2026-03-31

Filed2026-05-15

VRTX

VERTEX PHARMACEUTICALS INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-15

TJX

TJX COS INC NEW

0.03%

Shares2.9K

Event2026-03-31

Filed2026-05-15

MET

METLIFE INC

-12.83%

Shares6.5K

Event2026-03-31

Filed2026-05-15

IBM

INTERNATIONAL BUSINESS MACHS

1.85%

Shares1.9K

Event2026-03-31

Filed2026-05-15

AVUV

AMERICAN CENTY ETF TR

0.10%

Shares4.1K

Event2026-03-31

Filed2026-05-15

AGG

ISHARES TR

13.37%

Shares4.4K

Event2026-03-31

Filed2026-05-15

PNC

PNC FINL SVCS GROUP INC

-2.18%

Shares2.1K

Event2026-03-31

Filed2026-05-15

SCHM

SCHWAB STRATEGIC TR

6.05%

Shares14.2K

Event2026-03-31

Filed2026-05-15

SPEM

SPDR INDEX SHS FDS

4.19%

Shares9.3K

Event2026-03-31

Filed2026-05-15

TCAF

T ROWE PRICE ETF INC

0.00%

Shares12.3K

Event2026-03-31

Filed2026-05-15

CTAS

CINTAS CORP

-2.55%

Shares2.6K

Event2026-03-31

Filed2026-05-15

AFL

AFLAC INC

-6.51%

Shares3.9K

Event2026-03-31

Filed2026-05-15

LHX

L3HARRIS TECHNOLOGIES INC

1.73%

Shares1.2K

Event2026-03-31

Filed2026-05-15

GILD

GILEAD SCIENCES INC

-3.07%

Shares3.0K

Event2026-03-31

Filed2026-05-15

URI

UNITED RENTALS INC

6.46%

Shares577

Event2026-03-31

Filed2026-05-15

NVS

NOVARTIS AG

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-15

CITIGROUP INC

0.66%

Shares3.7K

Event2026-03-31

Filed2026-05-15

CEF

SPROTT ASSET MANAGEMENT LP

0.00%

Shares8.5K

Event2026-03-31

Filed2026-05-15

VONE

VANGUARD SCOTTSDALE FDS

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-15

DEERE & CO

-8.04%

Shares709

Event2026-03-31

Filed2026-05-15

MORGAN STANLEY

-2.97%

Shares2.4K

Event2026-03-31

Filed2026-05-15

TFLO

ISHARES TR

-6.01%

Shares7.9K

Event2026-03-31

Filed2026-05-15

SLV

ISHARES SILVER TR

-47.34%

Shares5.8K

Event2026-03-31

Filed2026-05-15

DMBS

DOUBLELINE ETF TRUST

65.53%

Shares8.0K

Event2026-03-31

Filed2026-05-15

CSQ

CALAMOS STRATEGIC TOTAL RETU

-0.85%

Shares22.8K

Event2026-03-31

Filed2026-05-15

GEV

GE VERNOVA INC

1.85%

Shares440

Event2026-03-31

Filed2026-05-15

SYK

STRYKER CORPORATION

-1.52%

Shares1.2K

Event2026-03-31

Filed2026-05-15

VBR

VANGUARD INDEX FDS

42.34%

Shares1.8K

Event2026-03-31

Filed2026-05-15

NUE

NUCOR CORP

-1.68%

Shares2.2K

Event2026-03-31

Filed2026-05-15

IWF

ISHARES TR

0.00%

Shares880

Event2026-03-31

Filed2026-05-15

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares12.7K

Event2026-03-31

Filed2026-05-15

GJUL

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-15

SCHW

SCHWAB CHARLES CORP

14.34%

Shares3.9K

Event2026-03-31

Filed2026-05-15

CME

CME GROUP INC

-2.52%

Shares1.2K

Event2026-03-31

Filed2026-05-15

GENERAL MTRS CO

-0.08%

Shares4.9K

Event2026-03-31

Filed2026-05-15

CHUBB LTD SWITZ

-0.18%

Shares1.1K

Event2026-03-31

Filed2026-05-15

PLD

PROLOGIS INC.

-1.65%

Shares2.7K

Event2026-03-31

Filed2026-05-15

TRANE TECHNOLOGIES PLC

0.58%

Shares860

Event2026-03-31

Filed2026-05-15

IYW

ISHARES TR

-5.40%

Shares1.9K

Event2026-03-31

Filed2026-05-15

SCHB

SCHWAB STRATEGIC TR

0.25%

Shares14.0K

Event2026-03-31

Filed2026-05-15

INNOVATOR ETFS TRUST

New

Shares18.8K

Event2026-03-31

Filed2026-05-15

KMI

KINDER MORGAN INC DEL

-0.30%

Shares10.5K

Event2026-03-31

Filed2026-05-15

BNL

BROADSTONE NET LEASE INC

0.00%

Shares19.1K

Event2026-03-31

Filed2026-05-15

REGN

REGENERON PHARMACEUTICALS

0.00%

Shares443

Event2026-03-31

Filed2026-05-15

EME

EMCOR GROUP INC

0.44%

Shares460

Event2026-03-31

Filed2026-05-15

TQQQ

PROSHARES TR

-0.50%

Shares8.0K

Event2026-03-31

Filed2026-05-15

IBIT

ISHARES BITCOIN TRUST ETF

38.79%

Shares8.7K

Event2026-03-31

Filed2026-05-15

MIST

MILESTONE PHARMACEUTICALS IN

6.48%

Shares280.3K

Event2026-03-31

Filed2026-05-15

APD

AIR PRODUCTS AND CHEMICALS I

-10.50%

Shares1.1K

Event2026-03-31

Filed2026-05-15

CARR

CARRIER GLOBAL CORPORATION

-3.14%

Shares5.8K

Event2026-03-31

Filed2026-05-15

MCO

MOODYS CORP

-0.27%

Shares729

Event2026-03-31

Filed2026-05-15

FSIG

FIRST TR EXCHANGE-TRADED FD

-59.15%

Shares16.8K

Event2026-03-31

Filed2026-05-15

ARISTA NETWORKS INC

0.70%

Shares2.6K

Event2026-03-31

Filed2026-05-15

SNPS

SYNOPSYS INC

0.00%

Shares793

Event2026-03-31

Filed2026-05-15

NOC

NORTHROP GRUMMAN CORP

4.09%

Shares458

Event2026-03-31

Filed2026-05-15

GENERAL DYNAMICS CORP

-0.55%

Shares898

Event2026-03-31

Filed2026-05-15

USB

US BANCORP

-3.48%

Shares5.9K

Event2026-03-31

Filed2026-05-15

CSX

CSX CORP

0.30%

Shares7.4K

Event2026-03-31

Filed2026-05-15

HAL

HALLIBURTON CO

-0.53%

Shares7.8K

Event2026-03-31

Filed2026-05-15

MDLZ

MONDELEZ INTL INC

-0.27%

Shares5.2K

Event2026-03-31

Filed2026-05-15

MMC

MARSH & MCLENNAN COS INC

-21.23%

Shares1.7K

Event2026-03-31

Filed2026-05-15

UBER

UBER TECHNOLOGIES INC

-15.21%

Shares4.1K

Event2026-03-31

Filed2026-05-15

UMAR

INNOVATOR ETFS TRUST

New

Shares7.2K

Event2026-03-31

Filed2026-05-15

BKNG

BOOKING HOLDINGS INC

-9.33%

Shares68

Event2026-03-31

Filed2026-05-15

ARKK

ARK ETF TR

-9.51%

Shares4.2K

Event2026-03-31

Filed2026-05-15

ALL

ALLSTATE CORP

-8.43%

Shares1.4K

Event2026-03-31

Filed2026-05-15

NVO

NOVO-NORDISK A S

16.62%

Shares7.7K

Event2026-03-31

Filed2026-05-15

TGT

TARGET CORP

-10.20%

Shares2.3K

Event2026-03-31

Filed2026-05-15

BMY

BRISTOL-MYERS SQUIBB CO

-5.52%

Shares4.6K

Event2026-03-31

Filed2026-05-15

GLW

CORNING INC

-29.58%

Shares2.0K

Event2026-03-31

Filed2026-05-15

AIG

AMERICAN INTL GROUP INC

-2.07%

Shares3.6K

Event2026-03-31

Filed2026-05-15

CRWD

CROWDSTRIKE HLDGS INC

7.48%

Shares690

Event2026-03-31

Filed2026-05-15

NKE

NIKE INC

-0.94%

Shares5.0K

Event2026-03-31

Filed2026-05-15

DELL

DELL TECHNOLOGIES INC

New

Shares1.6K

Event2026-03-31

Filed2026-05-15

JBL

JABIL INC

-3.01%

Shares999

Event2026-03-31

Filed2026-05-15

RSG

REPUBLIC SVCS INC

2.55%

Shares1.2K

Event2026-03-31

Filed2026-05-15

ALTRIA GROUP INC

-4.65%

Shares4.0K

Event2026-03-31

Filed2026-05-15

DHI

D R HORTON INC

-0.05%

Shares1.9K

Event2026-03-31

Filed2026-05-15

ISCB

ISHARES TR

0.25%

Shares4.0K

Event2026-03-31

Filed2026-05-15

CGSD

CAPITAL GRP FIXED INCM ETF T

-65.10%

Shares10.0K

Event2026-03-31

Filed2026-05-15

ATO

ATMOS ENERGY CORP

-1.00%

Shares1.4K

Event2026-03-31

Filed2026-05-15

ADI

ANALOG DEVICES INC

-5.01%

Shares796

Event2026-03-31

Filed2026-05-15

FBTC

FIDELITY WISE ORIGIN BITCOIN

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-15

TMUS

T-MOBILE US INC

1.86%

Shares1.2K

Event2026-03-31

Filed2026-05-15

VOOG

VANGUARD ADMIRAL FDS INC

New

Shares618

Event2026-03-31

Filed2026-05-15

BND

VANGUARD BD INDEX FDS

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-15

DAL

DELTA AIR LINES INC

-29.68%

Shares3.8K

Event2026-03-31

Filed2026-05-15

DDFS

INNOVATOR ETFS TRUST

0.00%

Shares11.7K

Event2026-03-31

Filed2026-05-15

PHM

PULTE GROUP INC

-2.59%

Shares2.1K

Event2026-03-31

Filed2026-05-15

MEDTRONIC PLC

-4.64%

Shares2.8K

Event2026-03-31

Filed2026-05-15

IVW

ISHARES TR

1.55%

Shares2.2K

Event2026-03-31

Filed2026-05-15

BSX

BOSTON SCIENTIFIC CORP

3.19%

Shares3.8K

Event2026-03-31

Filed2026-05-15

SPYG

SPDR SERIES TRUST

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-15

JSMD

JANUS DETROIT STR TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

New

Shares1.8K

Event2026-03-31

Filed2026-05-15

HIG

HARTFORD INSURANCE GROUP INC

-0.23%

Shares1.7K

Event2026-03-31

Filed2026-05-15

COF

CAPITAL ONE FINL CORP

-15.10%

Shares1.3K

Event2026-03-31

Filed2026-05-15

RKT

ROCKET COS INC

-10.54%

Shares16.4K

Event2026-03-31

Filed2026-05-15

ADP

AUTOMATIC DATA PROCESSING IN

-4.58%

Shares1.1K

Event2026-03-31

Filed2026-05-15

MSI

MOTOROLA SOLUTIONS INC

2.29%

Shares535

Event2026-03-31

Filed2026-05-15

MTB

M & T BK CORP

0.45%

Shares1.1K

Event2026-03-31

Filed2026-05-15

FORD MTR CO

-0.50%

Shares19.9K

Event2026-03-31

Filed2026-05-15

BITB

BITWISE BITCOIN ETF TR

7.69%

Shares6.2K

Event2026-03-31

Filed2026-05-15

XJUL

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-15

UMBF

UMB FINL CORP

0.40%

Shares2.0K

Event2026-03-31

Filed2026-05-15

IWM

ISHARES TR

-1.64%

Shares900

Event2026-03-31

Filed2026-05-15

EXC

EXELON CORP

New

Shares4.5K

Event2026-03-31

Filed2026-05-15

DOLLAR GEN CORP

-4.67%

Shares1.9K

Event2026-03-31

Filed2026-05-15

ROIV

ROIVANT SCIENCES LTD

-18.02%

Shares8.0K

Event2026-03-31

Filed2026-05-15

FCX

FREEPORT MCMORAN INC

New

Shares3.7K

Event2026-03-31

Filed2026-05-15

VGIT

VANGUARD SCOTTSDALE FDS

-32.77%

Shares3.7K

Event2026-03-31

Filed2026-05-15

CEG

CONSTELLATION ENERGY CORP

10.10%

Shares774

Event2026-03-31

Filed2026-05-15

AEP

AMERICAN ELEC PWR CO INC

-7.53%

Shares1.6K

Event2026-03-31

Filed2026-05-15

AMP

AMERIPRISE FINL INC

1.25%

Shares485

Event2026-03-31

Filed2026-05-15

VTWO

VANGUARD SCOTTSDALE FDS

1.18%

Shares2.1K

Event2026-03-31

Filed2026-05-15

INNOVATOR ETFS TRUST

New

Shares11.3K

Event2026-03-31

Filed2026-05-15

MSTR

STRATEGY INC

-22.03%

Shares1.7K

Event2026-03-31

Filed2026-05-15

VLO

VALERO ENERGY CORP

-55.25%

Shares861

Event2026-03-31

Filed2026-05-15

MDY

STATE STR SPDR S&P MIDCAP 40

-8.75%

Shares344

Event2026-03-31

Filed2026-05-15

INNOVATOR ETFS TRUST

0.00%

Shares11.2K

Event2026-03-31

Filed2026-05-15

ROP

ROPER TECHNOLOGIES INC

-61.48%

Shares594

Event2026-03-31

Filed2026-05-15

PKST

PEAKSTONE REALTY TRUST

-18.02%

Shares9.7K

Event2026-03-31

Filed2026-05-15

CMCSA

COMCAST CORP NEW

2.38%

Shares7.1K

Event2026-03-31

Filed2026-05-15

THE CIGNA GROUP

-32.59%

Shares751

Event2026-03-31

Filed2026-05-15

FS SPECIALTY LENDING FD

-7.58%

Shares15.4K

Event2026-03-31

Filed2026-05-15

VTWV

VANGUARD SCOTTSDALE FDS

New

Shares1.2K

Event2026-03-31

Filed2026-05-15

VTWG

VANGUARD SCOTTSDALE FDS

New

Shares829

Event2026-03-31

Filed2026-05-15

CIBR

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-15

ESGU

ISHARES TR

-15.18%

Shares1.3K

Event2026-03-31

Filed2026-05-15

RDVI

FIRST TR EXCHANGE-TRADED FD

New

Shares7.0K

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD WHITEHALL FDS

New

Shares1.2K

Event2026-03-31

Filed2026-05-15

IUSB

ISHARES TR

-64.30%

Shares3.9K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

-13.95%

Shares3.9K

Event2026-03-31

Filed2026-05-15

SHY

ISHARES TR

-46.64%

Shares2.1K

Event2026-03-31

Filed2026-05-15

UFEB

INNOVATOR ETFS TRUST

-34.25%

Shares4.8K

Event2026-03-31

Filed2026-05-15

PGEN

PRECIGEN INC

0.00%

Shares44.4K

Event2026-03-31

Filed2026-05-15

SCHP

SCHWAB STRATEGIC TR

New

Shares6.4K

Event2026-03-31

Filed2026-05-15

SDY

SPDR SERIES TRUST

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

SCHZ

SCHWAB STRATEGIC TR

New

Shares7.0K

Event2026-03-31

Filed2026-05-15

AGNC

AGNC INVT CORP

0.00%

Shares16.1K

Event2026-03-31

Filed2026-05-15

USEP

INNOVATOR ETFS TRUST

New

Shares4.2K

Event2026-03-31

Filed2026-05-15

XLU

SELECT SECTOR SPDR TR

New

Shares3.5K

Event2026-03-31

Filed2026-05-15

MSIF

MSC INCOME FUND INC

New

Shares12.9K

Event2026-03-31

Filed2026-05-15

BSCU

INVESCO EXCH TRD SLF IDX FD

New

Shares9.3K

Event2026-03-31

Filed2026-05-15

DSI

ISHARES TR

New

Shares1.2K

Event2026-03-31

Filed2026-05-15

SCHV

SCHWAB STRATEGIC TR

New

Shares4.7K

Event2026-03-31

Filed2026-05-15

VNQ

VANGUARD INDEX FDS

New

Shares1.6K

Event2026-03-31

Filed2026-05-15

FIRST TR EXCHANGE TRADED FD

New

Shares2.2K

Event2026-03-31

Filed2026-05-15

SCHE

SCHWAB STRATEGIC TR

New

Shares4.1K

Event2026-03-31

Filed2026-05-15

DOUBLELINE ETF TRUST

New

Shares5.3K

Event2026-03-31

Filed2026-05-15

PFM

INVESCO EXCHANGE TRADED FD T

New

Shares2.5K

Event2026-03-31

Filed2026-05-15

TMFG

RBB FD INC

New

Shares4.5K

Event2026-03-31

Filed2026-05-15

EFA

ISHARES TR

New

Shares1.3K

Event2026-03-31

Filed2026-05-15

TDIV

FIRST TR EXCHANGE TRADED FD

New

Shares1.3K

Event2026-03-31

Filed2026-05-15

UOCT

INNOVATOR ETFS TRUST

New

Shares3.3K

Event2026-03-31

Filed2026-05-15

IYG

ISHARES TR

New

Shares1.5K

Event2026-03-31

Filed2026-05-15

DGRW

WISDOMTREE TR

New

Shares1.4K

Event2026-03-31

Filed2026-05-15

DFUV

DIMENSIONAL ETF TRUST

New

Shares2.5K

Event2026-03-31

Filed2026-05-15

SPSM

SPDR SERIES TRUST

New

Shares2.4K

Event2026-03-31

Filed2026-05-15

HDV

ISHARES TR

New

Shares834

Event2026-03-31

Filed2026-05-15

BDVG

LITMAN GREGORY FDS TR

New

Shares8.6K

Event2026-03-31

Filed2026-05-15

VYMI

VANGUARD WHITEHALL FDS

New

Shares1.2K

Event2026-03-31

Filed2026-05-15

XLE

SELECT SECTOR SPDR TR

New

Shares1.8K

Event2026-03-31

Filed2026-05-15

IVE

ISHARES TR

New

Shares507

Event2026-03-31

Filed2026-05-15

GSEP

FIRST TR EXCHNG TRADED FD VI

New

Shares2.8K

Event2026-03-31

Filed2026-05-15

DYNF

BLACKROCK ETF TRUST

New

Shares1.8K

Event2026-03-31

Filed2026-05-15

INNOVATOR ETFS TRUST

New

Shares5.6K

Event2026-03-31

Filed2026-05-15

MAYM

FIRST TR EXCHNG TRADED FD VI

New

Shares3.2K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

New

Shares2.2K

Event2026-03-31

Filed2026-05-15

IWC

ISHARES TR

New

Shares640

Event2026-03-31

Filed2026-05-15

UNOV

INNOVATOR ETFS TRUST

New

Shares2.7K

Event2026-03-31

Filed2026-05-15

STRV

EA SERIES TRUST

New

Shares2.4K

Event2026-03-31

Filed2026-05-15

CGCP

CAPITAL GRP FIXED INCM ETF T

New

Shares4.4K

Event2026-03-31

Filed2026-05-15

SILJ

AMPLIFY ETF TR

New

Shares3.2K

Event2026-03-31

Filed2026-05-15

UDEC

INNOVATOR ETFS TRUST

New

Shares2.4K

Event2026-03-31

Filed2026-05-15

ETW

EATON VANCE TAX-MANAGED GLOB

0.84%

Shares10.5K

Event2026-03-31

Filed2026-05-15

SIL

GLOBAL X FDS

New

Shares982

Event2026-03-31

Filed2026-05-15

XLI

SELECT SECTOR SPDR TR

New

Shares547

Event2026-03-31

Filed2026-05-15

XLP

SELECT SECTOR SPDR TR

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

OEF

ISHARES TR

New

Shares271

Event2026-03-31

Filed2026-05-15

SMH

VANECK ETF TRUST

New

Shares218

Event2026-03-31

Filed2026-05-15

IDMO

INVESCO EXCH TRADED FD TR II

New

Shares1.5K

Event2026-03-31

Filed2026-05-15

IYE

ISHARES TR

New

Shares1.3K

Event2026-03-31

Filed2026-05-15

LEGR

FIRST TR EXCHANGE TRADED FD

New

Shares1.4K

Event2026-03-31

Filed2026-05-15

XLF

SELECT SECTOR SPDR TR

New

Shares1.7K

Event2026-03-31

Filed2026-05-15

XLV

SELECT SECTOR SPDR TR

New

Shares553

Event2026-03-31

Filed2026-05-15

XSD

SPDR SERIES TRUST

New

Shares248

Event2026-03-31

Filed2026-05-15

QUANTUMSCAPE CORP

17.87%

Shares12.5K

Event2026-03-31

Filed2026-05-15

SUSC

ISHARES TR

New

Shares3.3K

Event2026-03-31

Filed2026-05-15

EPRX

EUPRAXIA PHARMACEUTICALS INC

5.00%

Shares10.5K

Event2026-03-31

Filed2026-05-15

IDVO

AMPLIFY ETF TR

New

Shares1.8K

Event2026-03-31

Filed2026-05-15

ACWI

ISHARES TR

New

Shares526

Event2026-03-31

Filed2026-05-15

IGV

ISHARES TR

New

Shares900

Event2026-03-31

Filed2026-05-15

DFAS

DIMENSIONAL ETF TRUST

New

Shares1.0K

Event2026-03-31

Filed2026-05-15

UAUG

INNOVATOR ETFS TRUST

New

Shares1.8K

Event2026-03-31

Filed2026-05-15

IMCV

ISHARES TR

New

Shares825

Event2026-03-31

Filed2026-05-15

INNOVATOR ETFS TRUST

New

Shares3.3K

Event2026-03-31

Filed2026-05-15

SUSA

ISHARES TR

New

Shares526

Event2026-03-31

Filed2026-05-15

STXT

EA SERIES TRUST

New

Shares3.4K

Event2026-03-31

Filed2026-05-15

SPMO

INVESCO EXCH TRADED FD TR II

New

Shares610

Event2026-03-31

Filed2026-05-15

SPHD

INVESCO EXCH TRADED FD TR II

New

Shares1.4K

Event2026-03-31

Filed2026-05-15

RING

ISHARES INC

New

Shares847

Event2026-03-31

Filed2026-05-15

IGIB

ISHARES TR

New

Shares1.2K

Event2026-03-31

Filed2026-05-15

LCTU

BLACKROCK ETF TRUST

New

Shares896

Event2026-03-31

Filed2026-05-15

IBB

ISHARES TR

New

Shares372

Event2026-03-31

Filed2026-05-15

IWS

ISHARES TR

New

Shares406

Event2026-03-31

Filed2026-05-15

PFEB

INNOVATOR ETFS TRUST

New

Shares1.5K

Event2026-03-31

Filed2026-05-15

GSLC

GOLDMAN SACHS ETF TR

New

Shares452

Event2026-03-31

Filed2026-05-15

DFIV

DIMENSIONAL ETF TRUST

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

EFIV

SPDR SERIES TRUST

New

Shares867

Event2026-03-31

Filed2026-05-15

PCGG

LITMAN GREGORY FDS TR

New

Shares5.3K

Event2026-03-31

Filed2026-05-15

CPSF

CALAMOS ETF TR

New

Shares2.1K

Event2026-03-31

Filed2026-05-15

DIVO

AMPLIFY ETF TR

New

Shares1.2K

Event2026-03-31

Filed2026-05-15

CGCB

CAPITAL GRP FIXED INCM ETF T

New

Shares2.0K

Event2026-03-31

Filed2026-05-15

XLY

SELECT SECTOR SPDR TR

New

Shares461

Event2026-03-31

Filed2026-05-15

VIS

VANGUARD WORLD FD

New

Shares160

Event2026-03-31

Filed2026-05-15

CMBS

ISHARES TR

New

Shares993

Event2026-03-31

Filed2026-05-15

STXD

EA SERIES TRUST

New

Shares1.4K

Event2026-03-31

Filed2026-05-15

JQUA

J P MORGAN EXCHANGE TRADED F

New

Shares762

Event2026-03-31

Filed2026-05-15

XBI

SPDR SERIES TRUST

New

Shares351

Event2026-03-31

Filed2026-05-15

VOX

VANGUARD WORLD FD

New

Shares244

Event2026-03-31

Filed2026-05-15

ICF

ISHARES TR

New

Shares696

Event2026-03-31

Filed2026-05-15

THRO

BLACKROCK ETF TRUST

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

EBUF

INNOVATOR ETFS TRUST

New

Shares1.4K

Event2026-03-31

Filed2026-05-15

VBK

VANGUARD INDEX FDS

New

Shares134

Event2026-03-31

Filed2026-05-15

SPDW

SPDR INDEX SHS FDS

New

Shares885

Event2026-03-31

Filed2026-05-15

DFIC

DIMENSIONAL ETF TRUST

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

IWO

ISHARES TR

New

Shares125

Event2026-03-31

Filed2026-05-15

PAVE

GLOBAL X FDS

New

Shares767

Event2026-03-31

Filed2026-05-15

IGSB

ISHARES TR

New

Shares729

Event2026-03-31

Filed2026-05-15

IDUB

ETF SER SOLUTIONS

New

Shares1.5K

Event2026-03-31

Filed2026-05-15

BAI

BLACKROCK ETF TRUST

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

DDFL

INNOVATOR ETFS TRUST

New

Shares1.8K

Event2026-03-31

Filed2026-05-15

CBXJ

CALAMOS ETF TR

New

Shares1.7K

Event2026-03-31

Filed2026-05-15

STXK

EA SERIES TRUST

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

IOO

ISHARES TR

New

Shares289

Event2026-03-31

Filed2026-05-15

BUFG

FIRST TR EXCHNG TRADED FD VI

New

Shares1.3K

Event2026-03-31

Filed2026-05-15

ITA

ISHARES TR

New

Shares155

Event2026-03-31

Filed2026-05-15

XRT

SPDR SERIES TRUST

New

Shares415

Event2026-03-31

Filed2026-05-15

CPRY

CALAMOS ETF TR

New

Shares1.2K

Event2026-03-31

Filed2026-05-15

FDN

FIRST TR EXCHANGE-TRADED FD

New

Shares142

Event2026-03-31

Filed2026-05-15

BLCR

BLACKROCK ETF TRUST

New

Shares792

Event2026-03-31

Filed2026-05-15

CPSL

CALAMOS ETF TR

New

Shares1.2K

Event2026-03-31

Filed2026-05-15

FIXD

FIRST TR EXCHNG TRADED FD VI

New

Shares716

Event2026-03-31

Filed2026-05-15

FIIG

FIRST TR EXCHANGE-TRADED FD

New

Shares1.5K

Event2026-03-31

Filed2026-05-15

EMCB

WISDOMTREE TR

New

Shares475

Event2026-03-31

Filed2026-05-15

AIQ

GLOBAL X FDS

New

Shares656

Event2026-03-31

Filed2026-05-15

EMXC

ISHARES INC

New

Shares389

Event2026-03-31

Filed2026-05-15

IUSG

ISHARES TR

New

Shares193

Event2026-03-31

Filed2026-05-15

RWL

INVESCO EXCH TRADED FD TR II

New

Shares260

Event2026-03-31

Filed2026-05-15

LRGF

ISHARES TR

New

Shares452

Event2026-03-31

Filed2026-05-15

IYR

ISHARES TR

New

Shares312

Event2026-03-31

Filed2026-05-15

IGF

ISHARES TR

New

Shares438

Event2026-03-31

Filed2026-05-15

ESGE

ISHARES INC

New

Shares632

Event2026-03-31

Filed2026-05-15

CBTJ

CALAMOS ETF TR

New

Shares1.5K

Event2026-03-31

Filed2026-05-15

IJK

ISHARES TR

New

Shares281

Event2026-03-31

Filed2026-05-15

EVX

VANECK ETF TRUST

New

Shares729

Event2026-03-31

Filed2026-05-15

MDIV

FIRST TR EXCHANGE TRADED FD

New

Shares1.7K

Event2026-03-31

Filed2026-05-15

POWA

INVESCO EXCH TRD SLF IDX FD

New

Shares326

Event2026-03-31

Filed2026-05-15

BUG

GLOBAL X FDS

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

LMBS

FIRST TR EXCHANGE-TRADED FD

New

Shares550

Event2026-03-31

Filed2026-05-15

QTUM

ETF SER SOLUTIONS

New

Shares250

Event2026-03-31

Filed2026-05-15

PGX

INVESCO EXCH TRADED FD TR II

New

Shares2.4K

Event2026-03-31

Filed2026-05-15

BSV

VANGUARD BD INDEX FDS

New

Shares332

Event2026-03-31

Filed2026-05-15

BLOK

AMPLIFY ETF TR

New

Shares512

Event2026-03-31

Filed2026-05-15

XAR

SPDR SERIES TRUST

New

Shares100

Event2026-03-31

Filed2026-05-15

IHDG

WISDOMTREE TR

New

Shares502

Event2026-03-31

Filed2026-05-15

URA

GLOBAL X FDS

New

Shares485

Event2026-03-31

Filed2026-05-15

JVAL

J P MORGAN EXCHANGE TRADED F

New

Shares478

Event2026-03-31

Filed2026-05-15

VHT

VANGUARD WORLD FD

New

Shares85

Event2026-03-31

Filed2026-05-15

PID

INVESCO EXCHANGE TRADED FD T

New

Shares1.0K

Event2026-03-31

Filed2026-05-15

PTBD

PACER FDS TR

New

Shares1.2K

Event2026-03-31

Filed2026-05-15

ETF SER SOLUTIONS

New

Shares649

Event2026-03-31

Filed2026-05-15

ICLN

ISHARES TR

New

Shares1.2K

Event2026-03-31

Filed2026-05-15

CPNM

CALAMOS ETF TR

New

Shares817

Event2026-03-31

Filed2026-05-15

SRVR

PACER FDS TR

New

Shares663

Event2026-03-31

Filed2026-05-15

PCIG

LITMAN GREGORY FDS TR

New

Shares2.6K

Event2026-03-31

Filed2026-05-15

EUDG

WISDOMTREE TR

New

Shares559

Event2026-03-31

Filed2026-05-15

GOVT

ISHARES TR

New

Shares875

Event2026-03-31

Filed2026-05-15

FGD

FIRST TR EXCHANGE-TRADED FD

New

Shares616

Event2026-03-31

Filed2026-05-15

QDPL

PACER FDS TR

New

Shares475

Event2026-03-31

Filed2026-05-15

VOE

VANGUARD INDEX FDS

New

Shares101

Event2026-03-31

Filed2026-05-15

FNDX

SCHWAB STRATEGIC TR

New

Shares666

Event2026-03-31

Filed2026-05-15

LIT

GLOBAL X FDS

New

Shares245

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

AAPL Put PutAPPLE INC17.8K shares0.00%2026-03-312026-05-15

HD Put PutHOME DEPOT INC10.6K shares0.00%2026-03-312026-05-15

NVDA Put PutNVIDIA CORPORATION11.7K shares0.00%2026-03-312026-05-15

V Put PutVISA INC6.5K shares0.00%2026-03-312026-05-15

AMZN Put PutAMAZON COM INC4.0K shares0.00%2026-03-312026-05-15

PLTR Put PutPALANTIR TECHNOLOGIES INC4.4K sharesnew addition2026-03-312026-05-15

ALPHABET INC Put PutALPHABET INC2.2K shares0.00%2026-03-312026-05-15

UNP Put PutUNION PAC CORP1.1K shares-8.33%2026-03-312026-05-15

AAPL Put

APPLE INC

0.00%

Shares17.8K

Event2026-03-31

Filed2026-05-15

HD Put

HOME DEPOT INC

0.00%

Shares10.6K

Event2026-03-31

Filed2026-05-15

NVDA Put

NVIDIA CORPORATION

0.00%

Shares11.7K

Event2026-03-31

Filed2026-05-15

V Put

VISA INC

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-15

AMZN Put

AMAZON COM INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-15

PLTR Put

PALANTIR TECHNOLOGIES INC

New

Shares4.4K

Event2026-03-31

Filed2026-05-15

ALPHABET INC Put

ALPHABET INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-15

ALPHABET INC Put

ALPHABET INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-15

UNP Put

UNION PAC CORP

-8.33%

Shares1.1K

Event2026-03-31

Filed2026-05-15