The Analysis of GWN SECURITIES INC.'s Holdings & P&L


Currently, GWN SECURITIES INC. holds 462 types of securities in its portfolio with a total value $522.6M. In the most recent quarter, they have increased their positions in BJAN (+29.9K shares, valued at $1.6M), IGV (+16.5K shares, valued at $1.3M), VTI (+3.8K shares, valued at $1.2M); decreased their positions in SUB (-11.8K shares, valued at $1.3M), SHV (-10.2K shares, valued at $1.1M), ICSH (-17.4K shares, valued at $881.9K); initiated new positions in IGV (+16.5K shares, valued at $1.3M), PVAL (+25.2K shares, valued at $1.2M), MFSG (+33.4K shares, valued at $854.2K).


1M P&L
+10.2M+2.18%
3M P&L
-35.6M-6.91%
HY P&L
-12.1M-2.45%

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/A272.0M
59.8%
2Drug Manufacturers - General15.9M
3.5%
3Consumer Electronics13.1M
2.9%

Top Industries by Stock Count

1N/A252 stocks
60.1%
2Software - Infrastructure9 stocks
2.1%
3Software - Application8 stocks
1.9%
Stock Holdings
IVV
ISHARES TR
-0.21%
Shares20.2K
Event2026-03-31
Filed2026-05-15
AAPL
APPLE INC
1.39%
Shares48.8K
Event2026-03-31
Filed2026-05-15
INVESCO QQQ TR
INVESCO QQQ TR
7.17%
Shares18.3K
Event2026-03-31
Filed2026-05-15
BUFB
INNOVATOR ETFS TRUST
5.45%
Shares228.0K
Event2026-03-31
Filed2026-05-15
SPY
STATE STR SPDR S&P 500 ETF T
-7.01%
Shares12.4K
Event2026-03-31
Filed2026-05-15
ICSH
ISHARES TR
-10.96%
Shares141.5K
Event2026-03-31
Filed2026-05-15
BUFF
INNOVATOR ETFS TRUST
4.09%
Shares131.4K
Event2026-03-31
Filed2026-05-15
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
14.58%
Shares33.0K
Event2026-03-31
Filed2026-05-15
MSFT
MICROSOFT CORP
9.33%
Shares16.7K
Event2026-03-31
Filed2026-05-15
NVDA
NVIDIA CORPORATION
-1.50%
Shares34.6K
Event2026-03-31
Filed2026-05-15
JNJ
JOHNSON & JOHNSON
-7.63%
Shares24.6K
Event2026-03-31
Filed2026-05-15
VGT
VANGUARD WORLD FD
2.38%
Shares8.1K
Event2026-03-31
Filed2026-05-15
CAH
CARDINAL HEALTH INC
-9.51%
Shares26.5K
Event2026-03-31
Filed2026-05-15
SUB
ISHARES TR
-19.26%
Shares49.6K
Event2026-03-31
Filed2026-05-15
ITOT
ISHARES TR
0.08%
Shares35.8K
Event2026-03-31
Filed2026-05-15
VTI
VANGUARD INDEX FDS
33.80%
Shares14.9K
Event2026-03-31
Filed2026-05-15
LLY
ELI LILLY & CO
-2.22%
Shares5.1K
Event2026-03-31
Filed2026-05-15
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
-3.70%
Shares35.0K
Event2026-03-31
Filed2026-05-15
AMZN
AMAZON COM INC
2.85%
Shares21.7K
Event2026-03-31
Filed2026-05-15
SO
SOUTHERN CO
-4.36%
Shares46.1K
Event2026-03-31
Filed2026-05-15
CASY
CASEYS GEN STORES INC
-6.29%
Shares6.0K
Event2026-03-31
Filed2026-05-15
CEF
SPROTT ASSET MANAGEMENT LP
0.00%
Shares88.8K
Event2026-03-31
Filed2026-05-15
IXUS
ISHARES TR
4.34%
Shares48.4K
Event2026-03-31
Filed2026-05-15
KO
COCA COLA CO
-3.79%
Shares55.1K
Event2026-03-31
Filed2026-05-15
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
10.24%
Shares8.4K
Event2026-03-31
Filed2026-05-15
GLD
SPDR GOLD TR
8.46%
Shares9.2K
Event2026-03-31
Filed2026-05-15
KR
KROGER CO
-3.55%
Shares54.1K
Event2026-03-31
Filed2026-05-15
LNT
ALLIANT ENERGY CORP
-5.51%
Shares53.6K
Event2026-03-31
Filed2026-05-15
VHT
VANGUARD WORLD FD
1.20%
Shares13.8K
Event2026-03-31
Filed2026-05-15
NOC
NORTHROP GRUMMAN CORP
-2.46%
Shares5.5K
Event2026-03-31
Filed2026-05-15
EDGF
ADVISORS INNER CIRCLE FD II
3.40%
Shares149.2K
Event2026-03-31
Filed2026-05-15
T
AT&T INC
-5.06%
Shares125.1K
Event2026-03-31
Filed2026-05-15
WM
WASTE MGMT INC DEL
-4.96%
Shares15.7K
Event2026-03-31
Filed2026-05-15
MCD
MCDONALDS CORP
-5.52%
Shares11.6K
Event2026-03-31
Filed2026-05-15
SHV
ISHARES TR
-24.29%
Shares31.9K
Event2026-03-31
Filed2026-05-15
BUYW
NORTHERN LTS FD TR IV
1.57%
Shares247.7K
Event2026-03-31
Filed2026-05-15
RSG
REPUBLIC SVCS INC
-4.87%
Shares15.8K
Event2026-03-31
Filed2026-05-15
VANGUARD INDEX FDS
VANGUARD INDEX FDS
2.03%
Shares5.7K
Event2026-03-31
Filed2026-05-15
BND
VANGUARD BD INDEX FDS
45.62%
Shares45.4K
Event2026-03-31
Filed2026-05-15
SFLR
INNOVATOR ETFS TRUST
39.98%
Shares90.9K
Event2026-03-31
Filed2026-05-15
BJAN
INNOVATOR ETFS TRUST
98.58%
Shares60.1K
Event2026-03-31
Filed2026-05-15
CB
CHUBB LTD SWITZ
-5.42%
Shares9.8K
Event2026-03-31
Filed2026-05-15
PG
PROCTER & GAMBLE CO
-4.54%
Shares22.1K
Event2026-03-31
Filed2026-05-15
DIA
STATE STR SPDR DOW JONES IND
44.70%
Shares6.8K
Event2026-03-31
Filed2026-05-15
MCK
MCKESSON CORP
-5.86%
Shares3.6K
Event2026-03-31
Filed2026-05-15
ALPHABET INC
ALPHABET INC
11.55%
Shares10.5K
Event2026-03-31
Filed2026-05-15
RTO
RENTOKIL INITIAL PLC
-5.91%
Shares93.4K
Event2026-03-31
Filed2026-05-15
META
META PLATFORMS INC
22.79%
Shares5.1K
Event2026-03-31
Filed2026-05-15
MSI
MOTOROLA SOLUTIONS INC
-5.08%
Shares6.5K
Event2026-03-31
Filed2026-05-15
SECT
NORTHERN LTS FD TR IV
0.33%
Shares42.9K
Event2026-03-31
Filed2026-05-15
VTWO
VANGUARD SCOTTSDALE FDS
1.44%
Shares25.1K
Event2026-03-31
Filed2026-05-15
IVE
ISHARES TR
-1.17%
Shares11.9K
Event2026-03-31
Filed2026-05-15
WMT
WALMART INC
49.14%
Shares19.9K
Event2026-03-31
Filed2026-05-15
IEFA
ISHARES TR
-3.64%
Shares26.7K
Event2026-03-31
Filed2026-05-15
SYY
SYSCO CORP
-18.52%
Shares33.6K
Event2026-03-31
Filed2026-05-15
IWM
ISHARES TR
-20.84%
Shares9.6K
Event2026-03-31
Filed2026-05-15
AIRR
FIRST TR EXCHANGE TRADED FD
3.28%
Shares21.1K
Event2026-03-31
Filed2026-05-15
MDLZ
MONDELEZ INTL INC
-18.12%
Shares40.0K
Event2026-03-31
Filed2026-05-15
CGMU
CAPITAL GRP FIXED INCM ETF T
23.19%
Shares83.8K
Event2026-03-31
Filed2026-05-15
UNH
UNITEDHEALTH GROUP INC
2.90%
Shares8.4K
Event2026-03-31
Filed2026-05-15
DFAU
DIMENSIONAL ETF TRUST
4.65%
Shares49.7K
Event2026-03-31
Filed2026-05-15
VO
VANGUARD INDEX FDS
9.45%
Shares7.7K
Event2026-03-31
Filed2026-05-15
TAXF
AMERICAN CENTY ETF TR
2.20%
Shares44.2K
Event2026-03-31
Filed2026-05-15
ALPHABET INC
ALPHABET INC
-1.52%
Shares7.4K
Event2026-03-31
Filed2026-05-15
VXUS
VANGUARD STAR FDS
15.38%
Shares27.4K
Event2026-03-31
Filed2026-05-15
JPM
JPMORGAN CHASE & CO
11.25%
Shares7.1K
Event2026-03-31
Filed2026-05-15
SHY
ISHARES TR
2.44%
Shares25.3K
Event2026-03-31
Filed2026-05-15
QFLR
INNOVATOR ETFS TRUST
87.24%
Shares61.9K
Event2026-03-31
Filed2026-05-15
CVX
CHEVRON CORPORATION
-0.03%
Shares9.9K
Event2026-03-31
Filed2026-05-15
XLK
SELECT SECTOR SPDR TR
3.47%
Shares15.4K
Event2026-03-31
Filed2026-05-15
COWZ
PACER FDS TR
-6.12%
Shares32.5K
Event2026-03-31
Filed2026-05-15
BROADCOM INC
BROADCOM INC
36.73%
Shares6.5K
Event2026-03-31
Filed2026-05-15
BSEP
INNOVATOR ETFS TRUST
-1.02%
Shares41.8K
Event2026-03-31
Filed2026-05-15
JBND
J P MORGAN EXCHANGE TRADED F
10.04%
Shares36.5K
Event2026-03-31
Filed2026-05-15
NAPR
INNOVATOR ETFS TRUST
4.22%
Shares35.7K
Event2026-03-31
Filed2026-05-15
FMDE
FIDELITY COVINGTON TRUST
-11.45%
Shares53.8K
Event2026-03-31
Filed2026-05-15
BALT
INNOVATOR ETFS TRUST
60.12%
Shares57.4K
Event2026-03-31
Filed2026-05-15
SCHD
SCHWAB STRATEGIC TR
-2.10%
Shares61.4K
Event2026-03-31
Filed2026-05-15
LW
LAMB WESTON HLDGS INC
-8.46%
Shares43.9K
Event2026-03-31
Filed2026-05-15
CGDV
CAPITAL GROUP DIVIDEND VALUE
19.54%
Shares42.9K
Event2026-03-31
Filed2026-05-15
XLF
SELECT SECTOR SPDR TR
37.01%
Shares36.6K
Event2026-03-31
Filed2026-05-15
DFAI
DIMENSIONAL ETF TRUST
-3.51%
Shares45.4K
Event2026-03-31
Filed2026-05-15
BDYN
BLACKROCK ETF TRUST
5.50%
Shares69.7K
Event2026-03-31
Filed2026-05-15
INTL
NORTHERN LTS FD TR IV
0.31%
Shares57.0K
Event2026-03-31
Filed2026-05-15
PRN
INVESCO EXCHANGE TRADED FD T
-1.28%
Shares8.0K
Event2026-03-31
Filed2026-05-15
CGHM
CAPITAL GRP FIXED INCM ETF T
34.55%
Shares60.0K
Event2026-03-31
Filed2026-05-15
GRNY
TIDAL TRUST I
10.24%
Shares63.6K
Event2026-03-31
Filed2026-05-15
IEMG
ISHARES INC
-2.97%
Shares21.5K
Event2026-03-31
Filed2026-05-15
IGSB
ISHARES TR
1.13%
Shares28.3K
Event2026-03-31
Filed2026-05-15
CGUS
CAPITAL GROUP CORE EQUITY ET
16.72%
Shares37.9K
Event2026-03-31
Filed2026-05-15
ABBV
ABBVIE INC
4.34%
Shares6.6K
Event2026-03-31
Filed2026-05-15
IVW
ISHARES TR
10.00%
Shares12.7K
Event2026-03-31
Filed2026-05-15
XT
ISHARES TR
-7.53%
Shares20.8K
Event2026-03-31
Filed2026-05-15
TSLA
TESLA INC
16.31%
Shares3.8K
Event2026-03-31
Filed2026-05-15
XBJL
INNOVATOR ETFS TRUST
0.61%
Shares37.1K
Event2026-03-31
Filed2026-05-15
XLE
SELECT SECTOR SPDR TR
11.20%
Shares23.0K
Event2026-03-31
Filed2026-05-15
GILD
GILEAD SCIENCES INC
-5.57%
Shares10.1K
Event2026-03-31
Filed2026-05-15
SOXX
ISHARES TR
-3.37%
Shares4.2K
Event2026-03-31
Filed2026-05-15
JEPI
J P MORGAN EXCHANGE TRADED F
9.76%
Shares23.9K
Event2026-03-31
Filed2026-05-15
MU
MICRON TECHNOLOGY INC
-2.91%
Shares4.0K
Event2026-03-31
Filed2026-05-15
VIG
VANGUARD SPECIALIZED FUNDS
0.30%
Shares6.3K
Event2026-03-31
Filed2026-05-15
IGV
ISHARES TR
New
Shares16.5K
Event2026-03-31
Filed2026-05-15
NEE
NEXTERA ENERGY INC
-2.62%
Shares14.1K
Event2026-03-31
Filed2026-05-15
BNDX
VANGUARD CHARLOTTE FDS
35.40%
Shares27.1K
Event2026-03-31
Filed2026-05-15
ILCG
ISHARES TR
0.46%
Shares13.6K
Event2026-03-31
Filed2026-05-15
ARTY
ISHARES TR
-0.16%
Shares27.9K
Event2026-03-31
Filed2026-05-15
IJH
ISHARES TR
0.10%
Shares19.2K
Event2026-03-31
Filed2026-05-15
CAT
CATERPILLAR INC
11.17%
Shares1.8K
Event2026-03-31
Filed2026-05-15
V
VISA INC
58.94%
Shares4.2K
Event2026-03-31
Filed2026-05-15
QTUM
ETF SER SOLUTIONS
2.18%
Shares11.5K
Event2026-03-31
Filed2026-05-15
HYMB
SPDR SERIES TRUST
3.27%
Shares47.3K
Event2026-03-31
Filed2026-05-15
PVAL
PUTNAM ETF TRUST
New
Shares25.2K
Event2026-03-31
Filed2026-05-15
AGG
ISHARES TR
-16.78%
Shares11.6K
Event2026-03-31
Filed2026-05-15
RTX
RTX CORPORATION
-3.33%
Shares5.8K
Event2026-03-31
Filed2026-05-15
DELL
DELL TECHNOLOGIES INC
16.13%
Shares6.8K
Event2026-03-31
Filed2026-05-15
XOM
EXXON MOBIL CORP
-7.57%
Shares6.5K
Event2026-03-31
Filed2026-05-15
MO
ALTRIA GROUP INC
-0.20%
Shares16.7K
Event2026-03-31
Filed2026-05-15
VFH
VANGUARD WORLD FD
-1.61%
Shares9.0K
Event2026-03-31
Filed2026-05-15
AEM
AGNICO EAGLE MINES LTD
5.15%
Shares5.3K
Event2026-03-31
Filed2026-05-15
SCHR
SCHWAB STRATEGIC TR
0.39%
Shares43.6K
Event2026-03-31
Filed2026-05-15
IBM
INTERNATIONAL BUSINESS MACHS
20.64%
Shares4.4K
Event2026-03-31
Filed2026-05-15
CNEQ
THE ALGER ETF TRUST
2.86%
Shares33.8K
Event2026-03-31
Filed2026-05-15
LQD
ISHARES TR
-6.50%
Shares9.6K
Event2026-03-31
Filed2026-05-15
SHOC
EA SERIES TRUST
4.79%
Shares14.4K
Event2026-03-31
Filed2026-05-15
SPSB
SPDR SERIES TRUST
4.15%
Shares34.0K
Event2026-03-31
Filed2026-05-15
SCHG
SCHWAB STRATEGIC TR
-24.36%
Shares35.1K
Event2026-03-31
Filed2026-05-15
SHYD
VANECK ETF TRUST
66.11%
Shares45.0K
Event2026-03-31
Filed2026-05-15
MTZ
MASTEC INC
16.55%
Shares3.1K
Event2026-03-31
Filed2026-05-15
DFIV
DIMENSIONAL ETF TRUST
-1.60%
Shares19.0K
Event2026-03-31
Filed2026-05-15
NOCT
INNOVATOR ETFS TRUST
6.87%
Shares17.8K
Event2026-03-31
Filed2026-05-15
CSX
CSX CORP
0.00%
Shares24.4K
Event2026-03-31
Filed2026-05-15
IUSB
ISHARES TR
18.03%
Shares21.5K
Event2026-03-31
Filed2026-05-15
VYM
VANGUARD WHITEHALL FDS
1.41%
Shares6.6K
Event2026-03-31
Filed2026-05-15
TJX
TJX COS INC NEW
5.25%
Shares6.1K
Event2026-03-31
Filed2026-05-15
VUG
VANGUARD INDEX FDS
13.12%
Shares2.2K
Event2026-03-31
Filed2026-05-15
XBJA
INNOVATOR ETFS TRUST
1.04%
Shares30.9K
Event2026-03-31
Filed2026-05-15
BAUG
INNOVATOR ETFS TRUST
2.98%
Shares19.7K
Event2026-03-31
Filed2026-05-15
VCIT
VANGUARD SCOTTSDALE FDS
152.68%
Shares11.5K
Event2026-03-31
Filed2026-05-15
CGGE
CAPITAL GROUP GLOBAL EQUITY
31.14%
Shares31.1K
Event2026-03-31
Filed2026-05-15
BMY
BRISTOL-MYERS SQUIBB CO
2.68%
Shares15.5K
Event2026-03-31
Filed2026-05-15
AMD
ADVANCED MICRO DEVICES INC
28.27%
Shares4.6K
Event2026-03-31
Filed2026-05-15
BBLU
EA SERIES TRUST
1.25%
Shares63.0K
Event2026-03-31
Filed2026-05-15
ORR
EA SERIES TRUST
213.99%
Shares25.2K
Event2026-03-31
Filed2026-05-15
AFL
AFLAC INC
-0.82%
Shares8.3K
Event2026-03-31
Filed2026-05-15
COST
COSTCO WHOLESALE CORPORATION
4.11%
Shares912
Event2026-03-31
Filed2026-05-15
PFF
ISHARES TR
2.39%
Shares29.5K
Event2026-03-31
Filed2026-05-15
FESM
FIDELITY COVINGTON TRUST
17.12%
Shares23.4K
Event2026-03-31
Filed2026-05-15
BIV
VANGUARD BD INDEX FDS
14.84%
Shares11.5K
Event2026-03-31
Filed2026-05-15
VZ
VERIZON COMMUNICATIONS INC
-40.76%
Shares17.6K
Event2026-03-31
Filed2026-05-15
AMGN
AMGEN INC
-1.58%
Shares2.5K
Event2026-03-31
Filed2026-05-15
NJUL
INNOVATOR ETFS TRUST
-0.46%
Shares12.3K
Event2026-03-31
Filed2026-05-15
PJAN
INNOVATOR ETFS TRUST
83.17%
Shares18.8K
Event2026-03-31
Filed2026-05-15
BJUN
INNOVATOR ETFS TRUST
1.89%
Shares18.7K
Event2026-03-31
Filed2026-05-15
MFSG
MFS ACTIVE EXCHANGE TRADED F
New
Shares33.4K
Event2026-03-31
Filed2026-05-15
ISHARES GOLD TR
ISHARES GOLD TR
-7.14%
Shares9.6K
Event2026-03-31
Filed2026-05-15
PAAA
PGIM ETF TR
New
Shares16.5K
Event2026-03-31
Filed2026-05-15
SPLB
SPDR SERIES TRUST
6.42%
Shares37.8K
Event2026-03-31
Filed2026-05-15
BOCT
INNOVATOR ETFS TRUST
0.32%
Shares17.5K
Event2026-03-31
Filed2026-05-15
VTV
VANGUARD INDEX FDS
15.54%
Shares4.3K
Event2026-03-31
Filed2026-05-15
BLV
VANGUARD BD INDEX FDS
16.37%
Shares12.1K
Event2026-03-31
Filed2026-05-15
PLTR
PALANTIR TECHNOLOGIES INC
45.55%
Shares5.7K
Event2026-03-31
Filed2026-05-15
CCJ
CAMECO CORP
29.79%
Shares7.6K
Event2026-03-31
Filed2026-05-15
TGTX
TG THERAPEUTICS INC
0.00%
Shares24.7K
Event2026-03-31
Filed2026-05-15
ZDEK
INNOVATOR ETFS TRUST
2.90%
Shares31.9K
Event2026-03-31
Filed2026-05-15
HYG
ISHARES TR
-20.01%
Shares10.2K
Event2026-03-31
Filed2026-05-15
CGDG
CAPITAL GROUP DIVIDEND GROWE
32.28%
Shares22.4K
Event2026-03-31
Filed2026-05-15
GMOM
CAMBRIA ETF TR
0.07%
Shares22.4K
Event2026-03-31
Filed2026-05-15
PSFF
PACER FDS TR
-0.42%
Shares25.0K
Event2026-03-31
Filed2026-05-15
EQIX
EQUINIX INC
12.24%
Shares816
Event2026-03-31
Filed2026-05-15
PSX
PHILLIPS 66
-3.28%
Shares4.4K
Event2026-03-31
Filed2026-05-15
GE AEROSPACE
GE AEROSPACE
10.88%
Shares2.8K
Event2026-03-31
Filed2026-05-15
FBND
FIDELITY MERRIMACK STR TR
-31.76%
Shares17.3K
Event2026-03-31
Filed2026-05-15
XMHQ
INVESCO EXCHANGE TRADED FD T
-29.15%
Shares7.6K
Event2026-03-31
Filed2026-05-15
SGOV
ISHARES TR
-0.33%
Shares7.8K
Event2026-03-31
Filed2026-05-15
EFV
ISHARES TR
7.66%
Shares10.5K
Event2026-03-31
Filed2026-05-15
CGSM
CAPITAL GRP FIXED INCM ETF T
-2.16%
Shares29.5K
Event2026-03-31
Filed2026-05-15
IWR
ISHARES TR
-3.45%
Shares7.8K
Event2026-03-31
Filed2026-05-15
JAJL
INNOVATOR ETFS TRUST
32.96%
Shares26.2K
Event2026-03-31
Filed2026-05-15
PM
PHILIP MORRIS INTL INC
-6.73%
Shares4.6K
Event2026-03-31
Filed2026-05-15
HDV
ISHARES TR
4.84%
Shares5.6K
Event2026-03-31
Filed2026-05-15
PLD
PROLOGIS INC.
5.40%
Shares5.7K
Event2026-03-31
Filed2026-05-15
LAM RESEARCH CORP
LAM RESEARCH CORP
23.31%
Shares3.5K
Event2026-03-31
Filed2026-05-15
DYNF
BLACKROCK ETF TRUST
-4.13%
Shares12.9K
Event2026-03-31
Filed2026-05-15
FBTC
FIDELITY WISE ORIGIN BITCOIN
24.43%
Shares12.5K
Event2026-03-31
Filed2026-05-15
GBIL
GOLDMAN SACHS ETF TR
New
Shares7.4K
Event2026-03-31
Filed2026-05-15
NFG
NATIONAL FUEL GAS CO
7.78%
Shares7.8K
Event2026-03-31
Filed2026-05-15
VDE
VANGUARD WORLD FD
-2.80%
Shares4.2K
Event2026-03-31
Filed2026-05-15
SPG
SIMON PPTY GROUP INC NEW
4.85%
Shares3.9K
Event2026-03-31
Filed2026-05-15
NTR
NUTRIEN LTD
New
Shares9.6K
Event2026-03-31
Filed2026-05-15
D
DOMINION ENERGY INC
10.28%
Shares11.7K
Event2026-03-31
Filed2026-05-15
NJAN
INNOVATOR ETFS TRUST
0.51%
Shares13.5K
Event2026-03-31
Filed2026-05-15
GS
GOLDMAN SACHS GROUP INC
8.32%
Shares846
Event2026-03-31
Filed2026-05-15
STXG
EA SERIES TRUST
0.00%
Shares15.2K
Event2026-03-31
Filed2026-05-15
VEA
VANGUARD TAX-MANAGED FDS
6.91%
Shares10.9K
Event2026-03-31
Filed2026-05-15
VBK
VANGUARD INDEX FDS
1.93%
Shares2.3K
Event2026-03-31
Filed2026-05-15
ALTO
ALTO INGREDIENTS INC
10.10%
Shares144.4K
Event2026-03-31
Filed2026-05-15
MTUM
ISHARES TR
17.78%
Shares2.9K
Event2026-03-31
Filed2026-05-15
JCI
JOHNSON CONTROLS INTERNATION
New
Shares5.3K
Event2026-03-31
Filed2026-05-15
IUSG
ISHARES TR
-0.18%
Shares4.4K
Event2026-03-31
Filed2026-05-15
DFAS
DIMENSIONAL ETF TRUST
1.48%
Shares9.6K
Event2026-03-31
Filed2026-05-15
WELL
WELLTOWER INC
6.89%
Shares3.4K
Event2026-03-31
Filed2026-05-15
CITIGROUP INC
CITIGROUP INC
New
Shares5.9K
Event2026-03-31
Filed2026-05-15
SLV
ISHARES SILVER TR
11.46%
Shares9.7K
Event2026-03-31
Filed2026-05-15
ADBE
ADOBE INC
37.77%
Shares2.7K
Event2026-03-31
Filed2026-05-15
IWF
ISHARES TR
16.28%
Shares1.5K
Event2026-03-31
Filed2026-05-15
VST
VISTRA CORP
21.66%
Shares4.3K
Event2026-03-31
Filed2026-05-15
HSBC
HSBC HLDGS PLC
6.83%
Shares7.9K
Event2026-03-31
Filed2026-05-15
VOT
VANGUARD INDEX FDS
5.16%
Shares2.5K
Event2026-03-31
Filed2026-05-15
SFLO
VICTORY PORTFOLIOS II
1.21%
Shares21.4K
Event2026-03-31
Filed2026-05-15
VRT
VERTIV HOLDINGS CO
8.92%
Shares2.6K
Event2026-03-31
Filed2026-05-15
KJAN
INNOVATOR ETFS TRUST
15.17%
Shares15.3K
Event2026-03-31
Filed2026-05-15
VEU
VANGUARD INTL EQUITY INDEX F
-3.38%
Shares8.5K
Event2026-03-31
Filed2026-05-15
IJR
ISHARES TR
3.46%
Shares5.1K
Event2026-03-31
Filed2026-05-15
ATEX
ANTERIX INC
New
Shares16.5K
Event2026-03-31
Filed2026-05-15
HD
HOME DEPOT INC
-45.82%
Shares1.9K
Event2026-03-31
Filed2026-05-15
CTA
SIMPLIFY EXCHANGE TRADED FUN
143.18%
Shares20.6K
Event2026-03-31
Filed2026-05-15
DBMF
LITMAN GREGORY FDS TR
New
Shares20.5K
Event2026-03-31
Filed2026-05-15
WCN
WASTE CONNECTIONS INC
13.42%
Shares3.8K
Event2026-03-31
Filed2026-05-15
LRN
STRIDE INC
119.50%
Shares7.0K
Event2026-03-31
Filed2026-05-15
FVAL
FIDELITY COVINGTON TRUST
8.71%
Shares8.7K
Event2026-03-31
Filed2026-05-15
XLI
SELECT SECTOR SPDR TR
-6.91%
Shares3.7K
Event2026-03-31
Filed2026-05-15
BAPR
INNOVATOR ETFS TRUST
-4.71%
Shares12.2K
Event2026-03-31
Filed2026-05-15
TSM
TAIWAN SEMICONDUCTOR MANUFAC
104.50%
Shares1.8K
Event2026-03-31
Filed2026-05-15
DFAE
DIMENSIONAL ETF TRUST
-1.68%
Shares17.5K
Event2026-03-31
Filed2026-05-15
SMH
VANECK ETF TRUST
152.70%
Shares1.5K
Event2026-03-31
Filed2026-05-15
LQDH
ISHARES U S ETF TR
-12.30%
Shares6.4K
Event2026-03-31
Filed2026-05-15
BAC
BANK AMERICA CORP
22.22%
Shares11.9K
Event2026-03-31
Filed2026-05-15
WTV
WISDOMTREE TR
85.81%
Shares6.1K
Event2026-03-31
Filed2026-05-15
PWR
QUANTA SVCS INC
43.85%
Shares1.1K
Event2026-03-31
Filed2026-05-15
LNG
CHENIERE ENERGY INC
43.73%
Shares2.0K
Event2026-03-31
Filed2026-05-15
XLV
SELECT SECTOR SPDR TR
5.12%
Shares3.9K
Event2026-03-31
Filed2026-05-15
CGGO
CAPITAL GROUP GBL GROWTH EQT
17.59%
Shares17.0K
Event2026-03-31
Filed2026-05-15
VWO
VANGUARD INTL EQUITY INDEX F
1.06%
Shares10.4K
Event2026-03-31
Filed2026-05-15
BAI
BLACKROCK ETF TRUST
10.02%
Shares17.0K
Event2026-03-31
Filed2026-05-15
DIS
DISNEY WALT CO
7.24%
Shares5.7K
Event2026-03-31
Filed2026-05-15
LASR
NLIGHT INC
3.42%
Shares9.7K
Event2026-03-31
Filed2026-05-15
GARP
ISHARES TR
55.80%
Shares8.6K
Event2026-03-31
Filed2026-05-15
IMCB
ISHARES TR
3.38%
Shares6.6K
Event2026-03-31
Filed2026-05-15
OUNZ
VANECK MERK GOLD ETF
116.73%
Shares12.1K
Event2026-03-31
Filed2026-05-15
BCI
ABRDN ETFS
42.05%
Shares22.5K
Event2026-03-31
Filed2026-05-15
INNV
INNOVAGE HLDG CORP
16.78%
Shares66.8K
Event2026-03-31
Filed2026-05-15
ZFEB
INNOVATOR ETFS TRUST
New
Shares20.9K
Event2026-03-31
Filed2026-05-15
QUAL
ISHARES TR
12.89%
Shares2.8K
Event2026-03-31
Filed2026-05-15
MSCI
MSCI INC
23.52%
Shares982
Event2026-03-31
Filed2026-05-15
SLYV
SPDR SERIES TRUST
8.39%
Shares5.6K
Event2026-03-31
Filed2026-05-15
IUSV
ISHARES TR
0.00%
Shares5.1K
Event2026-03-31
Filed2026-05-15
ETR
ENTERGY CORP NEW
-8.31%
Shares4.7K
Event2026-03-31
Filed2026-05-15
IEUR
ISHARES TR
-7.08%
Shares7.5K
Event2026-03-31
Filed2026-05-15
VCLT
VANGUARD SCOTTSDALE FDS
New
Shares6.9K
Event2026-03-31
Filed2026-05-15
ISCG
ISHARES TR
6.92%
Shares9.3K
Event2026-03-31
Filed2026-05-15
CRDO
CREDO TECHNOLOGY GROUP HOLDI
48.95%
Shares5.4K
Event2026-03-31
Filed2026-05-15
FDVV
FIDELITY COVINGTON TRUST
11.92%
Shares9.1K
Event2026-03-31
Filed2026-05-15
BE
BLOOM ENERGY CORP
6.59%
Shares3.7K
Event2026-03-31
Filed2026-05-15
FET
FORUM ENERGY TECHNOLOGIES IN
New
Shares8.5K
Event2026-03-31
Filed2026-05-15
COHERENT CORP
COHERENT CORP
6.21%
Shares2.1K
Event2026-03-31
Filed2026-05-15
BDEC
INNOVATOR ETFS TRUST
0.00%
Shares10.2K
Event2026-03-31
Filed2026-05-15
STXD
EA SERIES TRUST
0.00%
Shares13.6K
Event2026-03-31
Filed2026-05-15
STXE
EA SERIES TRUST
0.00%
Shares12.3K
Event2026-03-31
Filed2026-05-15
AVNM
AMERICAN CENTY ETF TR
New
Shares6.3K
Event2026-03-31
Filed2026-05-15
XDQQ
INNOVATOR ETFS TRUST
-1.62%
Shares12.6K
Event2026-03-31
Filed2026-05-15
ILTB
ISHARES TR
1.65%
Shares9.2K
Event2026-03-31
Filed2026-05-15
USHY
ISHARES TR
4.48%
Shares12.1K
Event2026-03-31
Filed2026-05-15
NPKI
NPK INTERNATIONAL INC
14.84%
Shares30.7K
Event2026-03-31
Filed2026-05-15
GLDM
WORLD GOLD TR
-4.96%
Shares4.8K
Event2026-03-31
Filed2026-05-15
TJUL
INNOVATOR ETFS TRUST
-0.66%
Shares15.1K
Event2026-03-31
Filed2026-05-15
JEPQ
J P MORGAN EXCHANGE TRADED F
1.68%
Shares8.0K
Event2026-03-31
Filed2026-05-15
FLOT
ISHARES TR
16.34%
Shares8.7K
Event2026-03-31
Filed2026-05-15
VOE
VANGUARD INDEX FDS
1.28%
Shares2.4K
Event2026-03-31
Filed2026-05-15
FYLD
CAMBRIA ETF TR
-3.57%
Shares11.7K
Event2026-03-31
Filed2026-05-15
ATRO
ASTRONICS CORP
3.18%
Shares6.6K
Event2026-03-31
Filed2026-05-15
IWY
ISHARES TR
10.32%
Shares1.8K
Event2026-03-31
Filed2026-05-15
AOM
ISHARES TR
-3.77%
Shares9.2K
Event2026-03-31
Filed2026-05-15
GWW
WW GRAINGER INC
New
Shares399
Event2026-03-31
Filed2026-05-15
FLDR
FIDELITY MERRIMACK STR TR
32.00%
Shares8.7K
Event2026-03-31
Filed2026-05-15
POCT
INNOVATOR ETFS TRUST
-3.54%
Shares10.1K
Event2026-03-31
Filed2026-05-15
NFLX
NETFLIX INC.
1.83%
Shares4.5K
Event2026-03-31
Filed2026-05-15
STRV
EA SERIES TRUST
14.39%
Shares10.1K
Event2026-03-31
Filed2026-05-15
DGRO
ISHARES TR
-1.92%
Shares6.0K
Event2026-03-31
Filed2026-05-15
CXDO
CREXENDO INC
217.50%
Shares67.7K
Event2026-03-31
Filed2026-05-15
IMCG
ISHARES TR
3.04%
Shares5.2K
Event2026-03-31
Filed2026-05-15
GSAT
GLOBALSTAR INC
25.88%
Shares6.2K
Event2026-03-31
Filed2026-05-15
AXGN
AXOGEN INC
10.91%
Shares12.4K
Event2026-03-31
Filed2026-05-15
IBIT
ISHARES BITCOIN TRUST ETF
22.87%
Shares10.6K
Event2026-03-31
Filed2026-05-15
IMCV
ISHARES TR
3.49%
Shares4.8K
Event2026-03-31
Filed2026-05-15
ADC
AGREE RLTY CORP
-4.49%
Shares5.4K
Event2026-03-31
Filed2026-05-15
NTLA
INTELLIA THERAPEUTICS INC
51.05%
Shares31.5K
Event2026-03-31
Filed2026-05-15
FCLD
FIDELITY COVINGTON TRUST
-13.20%
Shares14.8K
Event2026-03-31
Filed2026-05-15
PTL
NORTHERN LTS FD TR IV
6.67%
Shares1.6K
Event2026-03-31
Filed2026-05-15
AXON
AXON ENTERPRISE INC
49.21%
Shares943
Event2026-03-31
Filed2026-05-15
APH
AMPHENOL CORP
New
Shares3.2K
Event2026-03-31
Filed2026-05-15
COM
DIREXION SHARES ETF TRUST
0.33%
Shares11.9K
Event2026-03-31
Filed2026-05-15
CWCO
CONSOLIDATED WATER CO INC
New
Shares12.0K
Event2026-03-31
Filed2026-05-15
CRS
CARPENTER TECHNOLOGY CORP
New
Shares1.0K
Event2026-03-31
Filed2026-05-15
ACA
ARCOSA INC
26.51%
Shares3.7K
Event2026-03-31
Filed2026-05-15
QQQM
INVESCO EXCH TRADED FD TR II
3.59%
Shares1.6K
Event2026-03-31
Filed2026-05-15
HCA
HCA HEALTHCARE INC
38.26%
Shares824
Event2026-03-31
Filed2026-05-15
HII
HUNTINGTON INGALLS INDS INC
34.47%
Shares1.0K
Event2026-03-31
Filed2026-05-15
EFG
ISHARES TR
New
Shares3.5K
Event2026-03-31
Filed2026-05-15
ISCV
ISHARES TR
3.44%
Shares5.5K
Event2026-03-31
Filed2026-05-15
VNQ
VANGUARD INDEX FDS
3.58%
Shares4.3K
Event2026-03-31
Filed2026-05-15
MMM
3M CO
15.00%
Shares2.6K
Event2026-03-31
Filed2026-05-15
SPDW
SPDR INDEX SHS FDS
-1.13%
Shares8.3K
Event2026-03-31
Filed2026-05-15
PFE
PFIZER INC
-9.04%
Shares13.6K
Event2026-03-31
Filed2026-05-15
FTEC
FIDELITY COVINGTON TRUST
0.22%
Shares1.8K
Event2026-03-31
Filed2026-05-15
OKLO
OKLO INC
New
Shares7.6K
Event2026-03-31
Filed2026-05-15
FMAT
FIDELITY COVINGTON TRUST
-0.72%
Shares6.5K
Event2026-03-31
Filed2026-05-15
XLU
SELECT SECTOR SPDR TR
0.06%
Shares8.1K
Event2026-03-31
Filed2026-05-15
BIP
BROOKFIELD INFRASTRUCTURE PA
46.48%
Shares10.3K
Event2026-03-31
Filed2026-05-15
CACI
CACI INTL INC
43.79%
Shares683
Event2026-03-31
Filed2026-05-15
SPOT
SPOTIFY TECHNOLOGY S A
42.78%
Shares761
Event2026-03-31
Filed2026-05-15
GCO
GENESCO INC
New
Shares12.7K
Event2026-03-31
Filed2026-05-15
XAR
SPDR SERIES TRUST
-7.43%
Shares1.4K
Event2026-03-31
Filed2026-05-15
PFFA
ETFIS SER TR I
1.06%
Shares18.0K
Event2026-03-31
Filed2026-05-15
XLY
SELECT SECTOR SPDR TR
-7.39%
Shares3.4K
Event2026-03-31
Filed2026-05-15
SCHB
SCHWAB STRATEGIC TR
0.27%
Shares14.4K
Event2026-03-31
Filed2026-05-15
AUNA
AUNA S A
New
Shares65.5K
Event2026-03-31
Filed2026-05-15
AMKR
AMKOR TECHNOLOGY INC
New
Shares8.0K
Event2026-03-31
Filed2026-05-15
CMG
CHIPOTLE MEXICAN GRILL INC
-1.76%
Shares11.2K
Event2026-03-31
Filed2026-05-15
GAU
GALIANO GOLD INC
38.52%
Shares141.2K
Event2026-03-31
Filed2026-05-15
MPLX
MPLX LP
51.47%
Shares6.2K
Event2026-03-31
Filed2026-05-15
ICF
ISHARES TR
2.93%
Shares5.7K
Event2026-03-31
Filed2026-05-15
UBER
UBER TECHNOLOGIES INC
21.36%
Shares4.9K
Event2026-03-31
Filed2026-05-15
MERCK & CO INC
MERCK & CO INC
-10.59%
Shares2.9K
Event2026-03-31
Filed2026-05-15
SMP
STANDARD MTR PRODS INC
16.17%
Shares10.0K
Event2026-03-31
Filed2026-05-15
QVAL
EA SERIES TRUST
0.00%
Shares6.6K
Event2026-03-31
Filed2026-05-15
STRL
STERLING INFRASTRUCTURE INC
New
Shares846
Event2026-03-31
Filed2026-05-15
OPRX
OPTIMIZERX CORP
145.33%
Shares54.9K
Event2026-03-31
Filed2026-05-15
MAMA
MAMAS CREATIONS INC
New
Shares22.4K
Event2026-03-31
Filed2026-05-15
XLC
SELECT SECTOR SPDR TR
1.18%
Shares3.1K
Event2026-03-31
Filed2026-05-15
BMAR
INNOVATOR ETFS TRUST
New
Shares6.5K
Event2026-03-31
Filed2026-05-15
AXP
AMERICAN EXPRESS CO
47.90%
Shares1.1K
Event2026-03-31
Filed2026-05-15
BA
BOEING CO
-2.23%
Shares1.7K
Event2026-03-31
Filed2026-05-15
ULTA
ULTA BEAUTY INC
35.63%
Shares651
Event2026-03-31
Filed2026-05-15
IYW
ISHARES TR
-1.37%
Shares1.9K
Event2026-03-31
Filed2026-05-15
ROL
ROLLINS INC
40.94%
Shares6.3K
Event2026-03-31
Filed2026-05-15
GEHC
GE HEALTHCARE TECHNOLOGIES I
40.14%
Shares4.7K
Event2026-03-31
Filed2026-05-15
THRO
BLACKROCK ETF TRUST
18.90%
Shares9.2K
Event2026-03-31
Filed2026-05-15
KGC
KINROSS GOLD CORP
New
Shares10.8K
Event2026-03-31
Filed2026-05-15
INTU
INTUIT
1.47%
Shares757
Event2026-03-31
Filed2026-05-15
MRSK
NORTHERN LIGHTS FD TR
-1.83%
Shares9.2K
Event2026-03-31
Filed2026-05-15
BGRN
ISHARES TR
42.30%
Shares6.9K
Event2026-03-31
Filed2026-05-15
MTA
METALLA RTY & STREAMING LTD
14.37%
Shares49.0K
Event2026-03-31
Filed2026-05-15
ABEQ
UNIFIED SER TR
-0.77%
Shares8.6K
Event2026-03-31
Filed2026-05-15
USMV
ISHARES TR
-0.57%
Shares3.5K
Event2026-03-31
Filed2026-05-15
CBRE
CBRE GROUP INC
46.77%
Shares2.4K
Event2026-03-31
Filed2026-05-15
QMOM
EA SERIES TRUST
0.00%
Shares4.7K
Event2026-03-31
Filed2026-05-15
APG
API GROUP CORP
New
Shares8.0K
Event2026-03-31
Filed2026-05-15
DE
DEERE & CO
26.39%
Shares570
Event2026-03-31
Filed2026-05-15
MA
MASTERCARD INCORPORATED
26.63%
Shares642
Event2026-03-31
Filed2026-05-15
CINF
CINCINNATI FINL CORP
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-15
SHOP
SHOPIFY INC
62.34%
Shares2.7K
Event2026-03-31
Filed2026-05-15
CGMM
CAPITAL GROUP EQUITY ETF TR
20.99%
Shares10.8K
Event2026-03-31
Filed2026-05-15
TLH
ISHARES TR
11.82%
Shares3.2K
Event2026-03-31
Filed2026-05-15
RWL
INVESCO EXCH TRADED FD TR II
-9.99%
Shares2.8K
Event2026-03-31
Filed2026-05-15
SOLV
SOLVENTUM CORP
40.91%
Shares4.8K
Event2026-03-31
Filed2026-05-15
API
AGORA INC
New
Shares89.1K
Event2026-03-31
Filed2026-05-15
TRV
TRAVELERS COMPANIES INC
-0.74%
Shares1.1K
Event2026-03-31
Filed2026-05-15
SPEM
SPDR INDEX SHS FDS
9.31%
Shares6.6K
Event2026-03-31
Filed2026-05-15
CHD
CHURCH & DWIGHT CO INC
-5.68%
Shares3.3K
Event2026-03-31
Filed2026-05-15
EA SERIES TRUST
EA SERIES TRUST
1.10%
Shares9.8K
Event2026-03-31
Filed2026-05-15
APP
APPLOVIN CORP
27.02%
Shares771
Event2026-03-31
Filed2026-05-15
OUSTER INC
OUSTER INC
16.75%
Shares16.5K
Event2026-03-31
Filed2026-05-15
RING
ISHARES INC
New
Shares3.8K
Event2026-03-31
Filed2026-05-15
IQLT
ISHARES TR
22.03%
Shares6.5K
Event2026-03-31
Filed2026-05-15
MUNI
PIMCO ETF TR
-0.49%
Shares5.7K
Event2026-03-31
Filed2026-05-15
NPCE
NEUROPACE INC
New
Shares22.6K
Event2026-03-31
Filed2026-05-15
MBB
ISHARES TR
-1.32%
Shares3.1K
Event2026-03-31
Filed2026-05-15
TPIF
TIMOTHY PLAN
37.50%
Shares8.3K
Event2026-03-31
Filed2026-05-15
BIBL
NORTHERN LTS FD TR IV
5.00%
Shares6.3K
Event2026-03-31
Filed2026-05-15
NSSC
NAPCO SEC TECHNOLOGIES INC
New
Shares7.5K
Event2026-03-31
Filed2026-05-15
ZJUL
INNOVATOR ETFS TRUST
-0.32%
Shares10.1K
Event2026-03-31
Filed2026-05-15
FETH
FIDELITY ETHEREUM FD
89.43%
Shares14.0K
Event2026-03-31
Filed2026-05-15
EFA
ISHARES TR
-69.81%
Shares3.0K
Event2026-03-31
Filed2026-05-15
DVY
ISHARES TR
-2.04%
Shares1.9K
Event2026-03-31
Filed2026-05-15
MSTR
STRATEGY INC
New
Shares2.3K
Event2026-03-31
Filed2026-05-15
IJT
ISHARES TR
-0.99%
Shares2.0K
Event2026-03-31
Filed2026-05-15
BR
BROADRIDGE FINL SOLUTIONS IN
61.44%
Shares1.8K
Event2026-03-31
Filed2026-05-15
THEMES ETF TR
THEMES ETF TR
New
Shares39.3K
Event2026-03-31
Filed2026-05-15
SOFI
SOFI TECHNOLOGIES INC
New
Shares18.0K
Event2026-03-31
Filed2026-05-15
BUXX
EA SERIES TRUST
1.21%
Shares14.1K
Event2026-03-31
Filed2026-05-15
DRAGANFLY INC.
DRAGANFLY INC.
New
Shares57.1K
Event2026-03-31
Filed2026-05-15
CAVA
CAVA GROUP INC
-0.03%
Shares3.4K
Event2026-03-31
Filed2026-05-15
AWK
AMERICAN WTR WKS CO INC NEW
11.02%
Shares2.0K
Event2026-03-31
Filed2026-05-15
TXN
TEXAS INSTRS INC
1.79%
Shares1.4K
Event2026-03-31
Filed2026-05-15
BABA
ALIBABA GROUP HLDG LTD
-4.91%
Shares2.2K
Event2026-03-31
Filed2026-05-15
XMMO
INVESCO EXCHANGE TRADED FD T
2.73%
Shares1.9K
Event2026-03-31
Filed2026-05-15
TQQQ
PROSHARES TR
8.98%
Shares6.5K
Event2026-03-31
Filed2026-05-15
PNQI
INVESCO EXCHANGE TRADED FD T
-3.70%
Shares6.1K
Event2026-03-31
Filed2026-05-15
AVUV
AMERICAN CENTY ETF TR
4.36%
Shares2.4K
Event2026-03-31
Filed2026-05-15
BJUL
INNOVATOR ETFS TRUST
-0.99%
Shares5.4K
Event2026-03-31
Filed2026-05-15
PYPL
PAYPAL HLDGS INC
-2.76%
Shares5.9K
Event2026-03-31
Filed2026-05-15
TMAT
NORTHERN LTS FD TR IV
2.60%
Shares11.6K
Event2026-03-31
Filed2026-05-15
JXN
JACKSON FINANCIAL INC
0.44%
Shares2.5K
Event2026-03-31
Filed2026-05-15
PTRB
PGIM ETF TR
6.63%
Shares6.3K
Event2026-03-31
Filed2026-05-15
EPD
ENTERPRISE PRODS PARTNERS L
1.42%
Shares6.9K
Event2026-03-31
Filed2026-05-15
FELG
FIDELITY COVINGTON TRUST
-33.38%
Shares7.0K
Event2026-03-31
Filed2026-05-15
TCHI
ISHARES TR
1.04%
Shares12.0K
Event2026-03-31
Filed2026-05-15
PANW
PALO ALTO NETWORKS INC
31.70%
Shares1.6K
Event2026-03-31
Filed2026-05-15
VB
VANGUARD INDEX FDS
-3.82%
Shares982
Event2026-03-31
Filed2026-05-15
TFLO
ISHARES TR
16.80%
Shares5.1K
Event2026-03-31
Filed2026-05-15
NOBL
PROSHARES TR
-0.74%
Shares2.4K
Event2026-03-31
Filed2026-05-15
USRT
ISHARES TR
12.94%
Shares4.3K
Event2026-03-31
Filed2026-05-15
SMLF
ISHARES TR
7.73%
Shares3.3K
Event2026-03-31
Filed2026-05-15
CSCO
CISCO SYS INC
20.91%
Shares3.2K
Event2026-03-31
Filed2026-05-15
IAGG
ISHARES TR
18.59%
Shares4.9K
Event2026-03-31
Filed2026-05-15
CLOA
BLACKROCK ETF TRUST II
15.49%
Shares4.7K
Event2026-03-31
Filed2026-05-15
DNP
DNP SELECT INCOME FD INC
1.24%
Shares23.8K
Event2026-03-31
Filed2026-05-15
TIDAL TRUST III
TIDAL TRUST III
New
Shares9.7K
Event2026-03-31
Filed2026-05-15
JPIB
J P MORGAN EXCHANGE TRADED F
-22.90%
Shares5.0K
Event2026-03-31
Filed2026-05-15
ORCL
ORACLE CORP
-62.42%
Shares1.6K
Event2026-03-31
Filed2026-05-15
VIOV
VANGUARD ADMIRAL FDS INC
0.38%
Shares2.4K
Event2026-03-31
Filed2026-05-15
VDC
VANGUARD WORLD FD
-2.30%
Shares1.1K
Event2026-03-31
Filed2026-05-15
IDEF
BLACKROCK ETF TRUST
New
Shares7.3K
Event2026-03-31
Filed2026-05-15
ISSC
INNOVATIVE SOLUTIONS & SUPPO
New
Shares11.3K
Event2026-03-31
Filed2026-05-15
XPEL
XPEL INC
-5.21%
Shares5.2K
Event2026-03-31
Filed2026-05-15
BLCR
BLACKROCK ETF TRUST
New
Shares5.6K
Event2026-03-31
Filed2026-05-15
ANNALY CAPITAL MANAGEMENT IN
ANNALY CAPITAL MANAGEMENT IN
0.09%
Shares10.8K
Event2026-03-31
Filed2026-05-15
PHYS
SPROTT ASSET MANAGEMENT LP
New
Shares6.5K
Event2026-03-31
Filed2026-05-15
IWN
ISHARES TR
4.46%
Shares1.2K
Event2026-03-31
Filed2026-05-15
GSY
INVESCO ACTIVELY MANAGED EXC
0.00%
Shares4.5K
Event2026-03-31
Filed2026-05-15
PAVE
GLOBAL X FDS
0.41%
Shares4.4K
Event2026-03-31
Filed2026-05-15
EEM
ISHARES TR
-62.54%
Shares3.9K
Event2026-03-31
Filed2026-05-15
EYLD
CAMBRIA ETF TR
-0.89%
Shares5.4K
Event2026-03-31
Filed2026-05-15
SLVP
ISHARES INC
New
Shares6.3K
Event2026-03-31
Filed2026-05-15
COP
CONOCOPHILLIPS
New
Shares1.7K
Event2026-03-31
Filed2026-05-15
TSN
TYSON FOODS INC
-3.79%
Shares3.4K
Event2026-03-31
Filed2026-05-15
HON
HONEYWELL INTL INC
New
Shares969
Event2026-03-31
Filed2026-05-15
CGCV
CAPITAL GROUP CONSERVATIVE E
New
Shares7.3K
Event2026-03-31
Filed2026-05-15
ZNOV
INNOVATOR ETFS TRUST
0.59%
Shares8.2K
Event2026-03-31
Filed2026-05-15
IVVM
BLACKROCK ETF TRUST II
New
Shares6.3K
Event2026-03-31
Filed2026-05-15
PDI
PIMCO DYNAMIC INCOME FD
0.00%
Shares12.6K
Event2026-03-31
Filed2026-05-15
EWJ
ISHARES INC
New
Shares2.5K
Event2026-03-31
Filed2026-05-15
BLACKROCK INC
BLACKROCK INC
0.45%
Shares221
Event2026-03-31
Filed2026-05-15
JPLD
J P MORGAN EXCHANGE TRADED F
-0.98%
Shares4.1K
Event2026-03-31
Filed2026-05-15
CALF
PACER FDS TR
-1.68%
Shares4.7K
Event2026-03-31
Filed2026-05-15
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
0.00%
Shares7.9K
Event2026-03-31
Filed2026-05-15
ICVT
ISHARES TR
New
Shares2.1K
Event2026-03-31
Filed2026-05-15
GEV
GE VERNOVA INC
New
Shares239
Event2026-03-31
Filed2026-05-15
STXT
EA SERIES TRUST
1.20%
Shares10.4K
Event2026-03-31
Filed2026-05-15
WWJD
NORTHERN LTS FD TR IV
New
Shares5.5K
Event2026-03-31
Filed2026-05-15
XSVM
INVESCO EXCHANGE TRADED FD T
New
Shares3.4K
Event2026-03-31
Filed2026-05-15
VGIT
VANGUARD SCOTTSDALE FDS
New
Shares3.4K
Event2026-03-31
Filed2026-05-15
OGE
OGE ENERGY CORP
New
Shares4.3K
Event2026-03-31
Filed2026-05-15
CRM
SALESFORCE INC
-2.06%
Shares1.1K
Event2026-03-31
Filed2026-05-15
TMUS
T-MOBILE US INC
-10.00%
Shares972
Event2026-03-31
Filed2026-05-15
MELI
MERCADOLIBRE INC
New
Shares118
Event2026-03-31
Filed2026-05-15
SNDK
SANDISK CORP
New
Shares321
Event2026-03-31
Filed2026-05-15
ENB
ENBRIDGE INC
New
Shares3.8K
Event2026-03-31
Filed2026-05-15
UDEC
INNOVATOR ETFS TRUST
0.00%
Shares5.2K
Event2026-03-31
Filed2026-05-15
IJS
ISHARES TR
New
Shares1.7K
Event2026-03-31
Filed2026-05-15
PUBM
PUBMATIC INC
41.07%
Shares24.6K
Event2026-03-31
Filed2026-05-15
F
FORD MTR CO
-6.90%
Shares17.0K
Event2026-03-31
Filed2026-05-15
BCX
BLACKROCK RES & COMMODITIES
0.00%
Shares16.2K
Event2026-03-31
Filed2026-05-15
BIT
BLACKROCK MULTI SECTOR INC T
0.00%
Shares14.6K
Event2026-03-31
Filed2026-05-15
HR
HEALTHCARE RLTY TR
-3.58%
Shares10.0K
Event2026-03-31
Filed2026-05-15
MGNI
MAGNITE INC
New
Shares14.3K
Event2026-03-31
Filed2026-05-15
AMBC
OCTAVE SPECIALTY GROUP INC
New
Shares36.4K
Event2026-03-31
Filed2026-05-15
ETJ
EATON VANCE RISK-MANAGED DIV
0.00%
Shares19.9K
Event2026-03-31
Filed2026-05-15
COMP
COMPASS INC
0.00%
Shares12.5K
Event2026-03-31
Filed2026-05-15
IGD
VOYA GLBL EQTY DIV & PREM OP
0.00%
Shares10.6K
Event2026-03-31
Filed2026-05-15
LFCR
LIFECORE BIOMEDICAL INC
12.96%
Shares14.0K
Event2026-03-31
Filed2026-05-15
BUR
BURFORD CAPITAL LIMITED
-12.53%
Shares11.1K
Event2026-03-31
Filed2026-05-15

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available