Sponsored

The Analysis of HALBERT HARGROVE GLOBAL ADVISORS, LLC's Holdings & P&L

Currently, HALBERT HARGROVE GLOBAL ADVISORS, LLC holds 361 types of securities in its portfolio with a total value $2.1B. In the most recent quarter, they have increased their positions in N/A (+7.0M shares, valued at $167.3M), N/A (+3.0M shares, valued at $72.2M), N/A (+1.5M shares, valued at $59.9M); decreased their positions in IWB (-455.2K shares, valued at $162.3M), IWM (-283.1K shares, valued at $70.2M), EFA (-380.2K shares, valued at $36.9M); initiated new positions in N/A (+7.0M shares, valued at $167.3M), N/A (+3.0M shares, valued at $72.2M), N/A (+1.5M shares, valued at $59.9M); completely sold out of USXF (previously valued at $1.8M).

1M P&L

+74.8M+3.98%

3M P&L

+76.7M+4.09%

HY P&L

+206.4M+11.81%

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/A1.7B

98.3%

2Travel Services3.4M

0.2%

3Software - Infrastructure3.0M

0.2%

Top Industries by Stock Count

1N/A215 stocks

64.0%

2Software - Application7 stocks

2.1%

3Semiconductors5 stocks

1.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR502.3K shares0.35%2026-03-312026-04-17

NTSX WISDOMTREE TR5.4M shares-0.44%2026-03-312026-04-17

LRGF ISHARES TR3.6M shares1.88%2026-03-312026-04-17

IEFA ISHARES TR1.9M shares0.39%2026-03-312026-04-17

WISDOMTREE TR WISDOMTREE TR7.0M sharesnew addition2026-03-312026-04-17

IEMG ISHARES INC2.3M shares-0.39%2026-03-312026-04-17

NTSI WISDOMTREE TR3.1M shares0.03%2026-03-312026-04-17

INTF ISHARES TR3.3M shares0.26%2026-03-312026-04-17

Sponsored

SERIES PORTFOLIOS TR SERIES PORTFOLIOS TR3.0M sharesnew addition2026-03-312026-04-17

EEM ISHARES TR1.1M shares-2.13%2026-03-312026-04-17

WISDOMTREE TR WISDOMTREE TR1.5M sharesnew addition2026-03-312026-04-17

SPDW SPDR INDEX SHS FDS1.2M shares-27.22%2026-03-312026-04-17

SCZ ISHARES TR375.1K shares-2.04%2026-03-312026-04-17

IWM ISHARES TR85.5K shares-76.80%2026-03-312026-04-17

IWC ISHARES TR85.0K shares-2.58%2026-03-312026-04-17

VEA VANGUARD TAX-MANAGED FDS194.5K shares-3.11%2026-03-312026-04-17

Sponsored

VONE VANGUARD SCOTTSDALE FDS30.9K shares-6.61%2026-03-312026-04-17

PYLD PIMCO ETF TR298.2K shares-4.29%2026-03-312026-04-17

IWB ISHARES TR19.0K shares-96.00%2026-03-312026-04-17

BOND PIMCO ETF TR72.1K shares-5.42%2026-03-312026-04-17

JPIB J P MORGAN EXCHANGE TRADED F127.6K shares-3.82%2026-03-312026-04-17

IWV ISHARES TR15.5K shares-13.19%2026-03-312026-04-17

ESGU ISHARES TR40.0K shares0.04%2026-03-312026-04-17

EFA ISHARES TR55.2K shares-87.32%2026-03-312026-04-17

Sponsored

MINT PIMCO ETF TR45.4K shares-9.97%2026-03-312026-04-17

ABNB AIRBNB INC26.5K shares0.00%2026-03-312026-04-17

AAPL APPLE INC11.7K shares-10.93%2026-03-312026-04-17

MSFT MICROSOFT CORP8.0K shares-5.71%2026-03-312026-04-17

BALL BALL CORP48.8K shares0.19%2026-03-312026-04-17

ESGD ISHARES TR25.3K shares-0.46%2026-03-312026-04-17

ALPHABET INC ALPHABET INC8.2K shares0.06%2026-03-312026-04-17

VFMF VANGUARD WELLINGTON FD13.6K shares0.09%2026-03-312026-04-17

Sponsored

VTWO VANGUARD SCOTTSDALE FDS20.7K shares-42.57%2026-03-312026-04-17

ISRG INTUITIVE SURGICAL INC4.3K shares-1.94%2026-03-312026-04-17

TMUS T-MOBILE US INC7.8K shares0.00%2026-03-312026-04-17

LLY ELI LILLY & CO1.7K shares-3.00%2026-03-312026-04-17

HD HOME DEPOT INC4.5K shares0.00%2026-03-312026-04-17

INVESCO QQQ TR INVESCO QQQ TR2.5K shares-2.80%2026-03-312026-04-17

ESGE ISHARES INC31.9K shares-2.72%2026-03-312026-04-17

ALPHABET INC ALPHABET INC4.7K shares0.06%2026-03-312026-04-17

Sponsored

DES WISDOMTREE TR35.1K shares-3.14%2026-03-312026-04-17

ZION ZIONS BANCORPORATION NATL AS19.1K shares0.00%2026-03-312026-04-17

VSS VANGUARD INTL EQUITY INDEX F7.0K shares-0.13%2026-03-312026-04-17

AMZN AMAZON COM INC4.8K shares1655.35%2026-03-312026-04-17

VTI VANGUARD INDEX FDS2.6K shares3.50%2026-03-312026-04-17

VWO VANGUARD INTL EQUITY INDEX F14.5K shares0.69%2026-03-312026-04-17

USRT ISHARES TR11.9K shares-0.31%2026-03-312026-04-17

LOW LOWES COS INC2.6K shares0.00%2026-03-312026-04-17

Sponsored

SPY STATE STR SPDR S&P 500 ETF T920 shares-11.20%2026-03-312026-04-17

IWF ISHARES TR1.4K shares-0.72%2026-03-312026-04-17

SDG ISHARES TR6.9K shares-0.30%2026-03-312026-04-17

TSLA TESLA INC1.5K shares0.00%2026-03-312026-04-17

ESGV VANGUARD WORLD FD5.0K shares-2.46%2026-03-312026-04-17

VANGUARD INDEX FDS VANGUARD INDEX FDS898 shares-12.48%2026-03-312026-04-17

WMT WALMART INC4.2K shares8.96%2026-03-312026-04-17

VUG VANGUARD INDEX FDS1.2K shares-6.01%2026-03-312026-04-17

Sponsored

U UNITY SOFTWARE INC21.7K shares0.00%2026-03-312026-04-17

AGG ISHARES TR4.7K shares0.00%2026-03-312026-04-17

LDUR PIMCO ETF TR4.7K shares-0.34%2026-03-312026-04-17

AOR ISHARES TR6.6K shares-9.61%2026-03-312026-04-17

PSA PUBLIC STORAGE OPER CO1.5K shares0.00%2026-03-312026-04-17

USB US BANCORP7.6K shares0.00%2026-03-312026-04-17

QGRW WISDOMTREE TR7.1K shares2.07%2026-03-312026-04-17

XLY SELECT SECTOR SPDR TR3.3K shares0.18%2026-03-312026-04-17

Sponsored

JPM JPMORGAN CHASE & CO1.2K shares0.00%2026-03-312026-04-17

TECL DIREXION SHARES ETF TRUST4.0K sharesnew addition2026-03-312026-04-17

ITOT ISHARES TR2.4K shares0.00%2026-03-312026-04-17

SNOW SNOWFLAKE INC2.3K shares0.00%2026-03-312026-04-17

VB VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-04-17

XLI SELECT SECTOR SPDR TR1.8K shares0.28%2026-03-312026-04-17

CRBN ISHARES TR1.3K shares-12.03%2026-03-312026-04-17

NTSE WISDOMTREE TR6.6K shares-1.65%2026-03-312026-04-17

Sponsored

FBTC FIDELITY WISE ORIGIN BITCOIN4.3K shares0.00%2026-03-312026-04-17

VXUS VANGUARD STAR FDS3.2K shares-50.15%2026-03-312026-04-17

VSGX VANGUARD WORLD FD3.2K shares-5.24%2026-03-312026-04-17

ABBV ABBVIE INC1.1K shares0.00%2026-03-312026-04-17

DGRW WISDOMTREE TR2.5K shares0.00%2026-03-312026-04-17

CHI CALAMOS CONV OPPORTUNITIES &20.1K shares0.00%2026-03-312026-04-17

WCBR WISDOMTREE TR8.6K shares3.87%2026-03-312026-04-17

BA BOEING CO1.1K shares7.90%2026-03-312026-04-17

Sponsored

SUSC ISHARES TR9.2K shares0.00%2026-03-312026-04-17

XCEM COLUMBIA ETF TR II5.1K shares0.00%2026-03-312026-04-17

HPI HANCOCK JOHN PFD INCOME FD13.2K shares0.00%2026-03-312026-04-17

V VISA INC671 shares-5.76%2026-03-312026-04-17

WTAI WISDOMTREE TR6.9K shares3.30%2026-03-312026-04-17

QUAL ISHARES TR1.0K shares2.67%2026-03-312026-04-17

VBR VANGUARD INDEX FDS870 shares-0.57%2026-03-312026-04-17

MMM 3M CO1.3K shares0.00%2026-03-312026-04-17

Sponsored

VYM VANGUARD WHITEHALL FDS1.2K shares-0.56%2026-03-312026-04-17

VTV VANGUARD INDEX FDS922 shares-0.65%2026-03-312026-04-17

ESML ISHARES TR3.7K shares-15.37%2026-03-312026-04-17

ILCG ISHARES TR1.8K shares0.00%2026-03-312026-04-17

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL356 shares0.00%2026-03-312026-04-17

VCIT VANGUARD SCOTTSDALE FDS2.0K shares-0.05%2026-03-312026-04-17

DIREXION SHARES ETF TRUST DIREXION SHARES ETF TRUST1.0K sharesnew addition2026-03-312026-04-17

META META PLATFORMS INC289 shares0.00%2026-03-312026-04-17

Sponsored

TXN TEXAS INSTRS INC849 shares0.00%2026-03-312026-04-17

SCHV SCHWAB STRATEGIC TR5.3K shares0.00%2026-03-312026-04-17

BLOK AMPLIFY ETF TR3.2K shares-0.69%2026-03-312026-04-17

WCLD WISDOMTREE TR5.7K shares6.29%2026-03-312026-04-17

AOA ISHARES TR1.7K shares-8.02%2026-03-312026-04-17

IBM INTERNATIONAL BUSINESS MACHS628 shares0.00%2026-03-312026-04-17

HON HONEYWELL INTL INC659 shares-22.56%2026-03-312026-04-17

IDV ISHARES TR3.5K shares-7.68%2026-03-312026-04-17

Sponsored

BAC BANK AMERICA CORP3.0K shares0.00%2026-03-312026-04-17

SCHB SCHWAB STRATEGIC TR5.7K shares0.00%2026-03-312026-04-17

CVX CHEVRON CORPORATION686 shares50.44%2026-03-312026-04-17

ARKF ARK ETF TR3.7K shares0.00%2026-03-312026-04-17

CSQ CALAMOS STRATEGIC TOTAL RETU7.8K shares0.00%2026-03-312026-04-17

XOM EXXON MOBIL CORP788 shares-4.48%2026-03-312026-04-17

SCHG SCHWAB STRATEGIC TR4.5K shares-2.08%2026-03-312026-04-17

VV VANGUARD INDEX FDS427 shares0.00%2026-03-312026-04-17

Sponsored

MCD MCDONALDS CORP400 shares-10.51%2026-03-312026-04-17

IJH ISHARES TR1.8K shares7.99%2026-03-312026-04-17

DHS WISDOMTREE TR1.1K shares0.00%2026-03-312026-04-17

EXG EATON VANCE TAX-MANAGED GLOB13.5K shares6.30%2026-03-312026-04-17

PG PROCTER & GAMBLE CO807 sharesnew addition2026-03-312026-04-17

KO COCA COLA CO1.5K shares0.00%2026-03-312026-04-17

VO VANGUARD INDEX FDS401 shares-11.87%2026-03-312026-04-17

MS MORGAN STANLEY699 shares0.00%2026-03-312026-04-17

Sponsored

VNQ VANGUARD INDEX FDS1.3K shares3.39%2026-03-312026-04-17

SCHX SCHWAB STRATEGIC TR4.3K shares0.00%2026-03-312026-04-17

COST COSTCO WHOLESALE CORPORATION111 shares0.00%2026-03-312026-04-17

SCHK SCHWAB STRATEGIC TR3.5K shares0.00%2026-03-312026-04-17

WDEF WISDOMTREE TR3.5K shares12.96%2026-03-312026-04-17

SDY SPDR SERIES TRUST749 shares0.00%2026-03-312026-04-17

VBK VANGUARD INDEX FDS358 shares-0.83%2026-03-312026-04-17

SPGI S&P GLOBAL INC250 shares0.00%2026-03-312026-04-17

Sponsored

ABT ABBOTT LABORATORIES1.0K shares0.00%2026-03-312026-04-17

GLD SPDR GOLD TR242 shares0.00%2026-03-312026-04-17

BROADCOM INC BROADCOM INC331 shares-8.31%2026-03-312026-04-17

PDX PIMCO DYNAMIC INCOME STRATEG4.5K shares0.00%2026-03-312026-04-17

JPC NUVEEN PFD & INCOME OPPORTUN13.0K shares0.00%2026-03-312026-04-17

SPG SIMON PPTY GROUP INC NEW521 shares0.00%2026-03-312026-04-17

IJR ISHARES TR764 shares-32.09%2026-03-312026-04-17

ARTY ISHARES TR2.0K shares0.00%2026-03-312026-04-17

Sponsored

VEU VANGUARD INTL EQUITY INDEX F1.3K shares0.00%2026-03-312026-04-17

TSM TAIWAN SEMICONDUCTOR MANUFAC274 shares0.00%2026-03-312026-04-17

VGT VANGUARD WORLD FD130 shares-5.11%2026-03-312026-04-17

PSLV SPROTT ASSET MANAGEMENT LP3.7K shares0.00%2026-03-312026-04-17

DOC HEALTHPEAK PROPERTIES INC5.5K shares0.00%2026-03-312026-04-17

CLX CLOROX CO DEL848 shares0.00%2026-03-312026-04-17

DEM WISDOMTREE TR1.8K shares0.00%2026-03-312026-04-17

RDVY FIRST TR EXCHANGE TRADED FD1.3K shares-0.08%2026-03-312026-04-17

Sponsored

PHYS SPROTT ASSET MANAGEMENT LP2.4K shares0.00%2026-03-312026-04-17

SA SEABRIDGE GOLD INC3.0K shares0.00%2026-03-312026-04-17

ACP ABRDN INCOME CREDIT STRATEGI16.4K shares0.00%2026-03-312026-04-17

EPD ENTERPRISE PRODS PARTNERS L2.1K shares0.00%2026-03-312026-04-17

VUSB VANGUARD BD INDEX FDS1.6K shares0.00%2026-03-312026-04-17

SCHD SCHWAB STRATEGIC TR2.6K shares0.00%2026-03-312026-04-17

IFGL ISHARES TR3.4K shares0.00%2026-03-312026-04-17

XLK SELECT SECTOR SPDR TR564 shares0.00%2026-03-312026-04-17

Sponsored

GE AEROSPACE GE AEROSPACE258 shares-2.64%2026-03-312026-04-17

COWZ PACER FDS TR1.2K shares-34.92%2026-03-312026-04-17

HIG HARTFORD INSURANCE GROUP INC533 shares0.00%2026-03-312026-04-17

IDEV ISHARES TR852 shares0.00%2026-03-312026-04-17

BIL SPDR SERIES TRUST772 shares77100.00%2026-03-312026-04-17

IBIT ISHARES BITCOIN TRUST ETF1.7K shares0.00%2026-03-312026-04-17

TDV PROSHARES TR769 shares0.00%2026-03-312026-04-17

MGK VANGUARD WORLD FD177 shares0.00%2026-03-312026-04-17

Sponsored

DE DEERE & CO114 shares0.00%2026-03-312026-04-17

GSLC GOLDMAN SACHS ETF TR498 shares0.00%2026-03-312026-04-17

MA MASTERCARD INCORPORATED124 shares0.00%2026-03-312026-04-17

SCHF SCHWAB STRATEGIC TR2.5K shares23.01%2026-03-312026-04-17

SPEM SPDR INDEX SHS FDS1.3K shares0.00%2026-03-312026-04-17

ASML ASML HLDG NV45 shares0.00%2026-03-312026-04-17

ARLP ALLIANCE RESOURCE PARTNERS L2.1K shares5.00%2026-03-312026-04-17

T AT&T INC2.0K shares0.00%2026-03-312026-04-17

Sponsored

EMXC ISHARES INC736 shares0.00%2026-03-312026-04-17

NOBL PROSHARES TR545 shares0.00%2026-03-312026-04-17

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T300 shares0.00%2026-03-312026-04-17

SMH VANECK ETF TRUST149 shares-1.32%2026-03-312026-04-17

EFV ISHARES TR750 shares21.16%2026-03-312026-04-17

JEPQ J P MORGAN EXCHANGE TRADED F1.0K shares0.00%2026-03-312026-04-17

GEV GE VERNOVA INC62 shares-4.62%2026-03-312026-04-17

CAT CATERPILLAR INC74 shares0.00%2026-03-312026-04-17

Sponsored

IXN ISHARES TR514 shares0.00%2026-03-312026-04-17

XBI SPDR SERIES TRUST400 shares0.00%2026-03-312026-04-17

LYG LLOYDS BANKING GROUP PLC10.1K shares0.00%2026-03-312026-04-17

TQQQ PROSHARES TR1.2K shares41.08%2026-03-312026-04-17

AMD ADVANCED MICRO DEVICES INC244 shares0.00%2026-03-312026-04-17

NJR NEW JERSEY RES CORP900 shares0.00%2026-03-312026-04-17

XYLD GLOBAL X FDS1.3K sharesnew addition2026-03-312026-04-17

GNOM GLOBAL X FDS1.1K shares0.00%2026-03-312026-04-17

Sponsored

CEF SPROTT ASSET MANAGEMENT LP1.0K shares0.00%2026-03-312026-04-17

DGRO ISHARES TR678 shares0.00%2026-03-312026-04-17

NEE NEXTERA ENERGY INC510 shares0.00%2026-03-312026-04-17

IWD ISHARES TR221 shares-25.34%2026-03-312026-04-17

LVS LAS VEGAS SANDS CORP867 shares0.00%2026-03-312026-04-17

ALK ALASKA AIR GROUP INC1.3K shares0.00%2026-03-312026-04-17

MTUM ISHARES TR183 shares13.66%2026-03-312026-04-17

RSPT INVESCO EXCHANGE TRADED FD T955 shares0.00%2026-03-312026-04-17

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F750 shares0.00%2026-03-312026-04-17

QDPL PACER FDS TR1.0K shares0.00%2026-03-312026-04-17

ORCL ORACLE CORP270 shares-4.59%2026-03-312026-04-17

JQC NUVEEN CR STRATEGIES INCOME8.0K shares0.00%2026-03-312026-04-17

UNP UNION PAC CORP158 shares0.00%2026-03-312026-04-17

YUM YUM BRANDS INC246 shares0.00%2026-03-312026-04-17

WM WASTE MGMT INC DEL166 shares0.00%2026-03-312026-04-17

SPYM SPDR SERIES TRUST474 shares0.00%2026-03-312026-04-17

Sponsored

IMCG ISHARES TR460 shares0.00%2026-03-312026-04-17

IHDG WISDOMTREE TR750 shares-18.83%2026-03-312026-04-17

LAM RESEARCH CORP LAM RESEARCH CORP163 shares0.00%2026-03-312026-04-17

SPXL DIREXION SHARES ETF TRUST187 shares54.55%2026-03-312026-04-17

IEUR ISHARES TR490 shares0.00%2026-03-312026-04-17

XAI OCTAGN FLT RAT & ALT INM XAI OCTAGN FLT RAT & ALT INM2.0K sharesnew addition2026-03-312026-04-17

NVDU DIREXION SHARES ETF TRUST345 shares8.15%2026-03-312026-04-17

FELC FIDELITY COVINGTON TRUST897 shares0.00%2026-03-312026-04-17

Sponsored

EQT CORP EQT CORP500 shares0.00%2026-03-312026-04-17

IXUS ISHARES TR367 shares0.00%2026-03-312026-04-17

FCX FREEPORT MCMORAN INC508 shares0.00%2026-03-312026-04-17

XLV SELECT SECTOR SPDR TR200 shares0.00%2026-03-312026-04-17

DIA STATE STR SPDR DOW JONES IND62 shares0.00%2026-03-312026-04-17

XLG INVESCO EXCHANGE TRADED FD T520 shares0.00%2026-03-312026-04-17

TT TRANE TECHNOLOGIES PLC66 shares0.00%2026-03-312026-04-17

SOXL DIREXION SHARES ETF TRUST563 shares32.47%2026-03-312026-04-17

Sponsored

FTC FIRST TR EXCHANGE-TRADED ALP174 shares0.00%2026-03-312026-04-17

BP BP PLC568 shares0.00%2026-03-312026-04-17

AMUU DIREXION SHARES ETF TRUST618 shares0.00%2026-03-312026-04-17

VT VANGUARD INTL EQUITY INDEX F189 shares0.00%2026-03-312026-04-17

IRM IRON MTN INC DEL250 shares0.00%2026-03-312026-04-17

IGV ISHARES TR315 shares0.00%2026-03-312026-04-17

IXC ISHARES TR429 shares0.00%2026-03-312026-04-17

PEP PEPSICO INC157 shares-83.78%2026-03-312026-04-17

Sponsored

IYF ISHARES TR206 shares0.00%2026-03-312026-04-17

NVDA NVIDIA CORPORATION137 shares-26.74%2026-03-312026-04-17

MPC MARATHON PETE CORP96 shares0.00%2026-03-312026-04-17

VCR VANGUARD WORLD FD65 shares0.00%2026-03-312026-04-17

XPO XPO INC119 shares0.00%2026-03-312026-04-17

IUSG ISHARES TR145 shares0.00%2026-03-312026-04-17

KEY KEYCORP1.1K shares0.00%2026-03-312026-04-17

DOCN DIGITALOCEAN HLDGS INC245 shares0.00%2026-03-312026-04-17

Sponsored

CGDV CAPITAL GROUP DIVIDEND VALUE492 shares0.00%2026-03-312026-04-17

AMAT APPLIED MATLS INC61 shares0.00%2026-03-312026-04-17

SPYG SPDR SERIES TRUST210 shares1212.50%2026-03-312026-04-17

IJJ ISHARES TR155 shares0.00%2026-03-312026-04-17

FEZ SPDR INDEX SHS FDS325 shares0.00%2026-03-312026-04-17

NVO NOVO-NORDISK A S549 shares0.00%2026-03-312026-04-17

SCHM SCHWAB STRATEGIC TR651 shares0.00%2026-03-312026-04-17

FQAL FIDELITY COVINGTON TRUST274 shares0.00%2026-03-312026-04-17

Sponsored

WWD WOODWARD INC55 shares0.00%2026-03-312026-04-17

MDLZ MONDELEZ INTL INC325 shares0.00%2026-03-312026-04-17

VOTE TCW ETF TRUST232 shares0.00%2026-03-312026-04-17

AEM AGNICO EAGLE MINES LTD87 shares0.00%2026-03-312026-04-17

VOOG VANGUARD ADMIRAL FDS INC43 shares0.00%2026-03-312026-04-17

CRM SALESFORCE INC93 shares-11.43%2026-03-312026-04-17

FINX GLOBAL X FDS750 shares0.00%2026-03-312026-04-17

BLACKSTONE INC BLACKSTONE INC148 shares-46.76%2026-03-312026-04-17

Sponsored

PM PHILIP MORRIS INTL INC100 sharesnew addition2026-03-312026-04-17

IWS ISHARES TR113 shares0.00%2026-03-312026-04-17

IVE ISHARES TR75 shares0.00%2026-03-312026-04-17

TMO THERMO FISHER SCIENTIFIC INC32 shares0.00%2026-03-312026-04-17

THEMES ETF TR THEMES ETF TR567 shares0.00%2026-03-312026-04-17

SHEL SHELL PLC162 shares0.00%2026-03-312026-04-17

VXF VANGUARD INDEX FDS73 shares0.00%2026-03-312026-04-17

RTX RTX CORPORATION73 shares0.00%2026-03-312026-04-17

Sponsored

MGV VANGUARD WORLD FD97 shares0.00%2026-03-312026-04-17

AVUV AMERICAN CENTY ETF TR127 shares0.00%2026-03-312026-04-17

WBD WARNER BROS DISCOVERY INC483 shares0.00%2026-03-312026-04-17

DMXF ISHARES TR175 shares-97.69%2026-03-312026-04-17

RKT ROCKET COS INC923 shares0.00%2026-03-312026-04-17

MSIF MSC INCOME FUND INC1.1K shares50.14%2026-03-312026-04-17

L LOEWS CORP122 shares-7.58%2026-03-312026-04-17

NFLX NETFLIX INC.130 shares0.00%2026-03-312026-04-17

Sponsored

IAI ISHARES TR74 shares0.00%2026-03-312026-04-17

CIBR FIRST TR EXCHANGE-TRADED FD192 shares0.00%2026-03-312026-04-17

CTVA CORTEVA INC141 shares0.00%2026-03-312026-04-17

IXJ ISHARES TR124 shares0.00%2026-03-312026-04-17

INTU INTUIT26 shares0.00%2026-03-312026-04-17

UNH UNITEDHEALTH GROUP INC41 shares0.00%2026-03-312026-04-17

PBI PITNEY BOWES INC1.0K shares0.00%2026-03-312026-04-17

CGXU CAPITAL GROUP INTL FOCUS EQT371 shares0.00%2026-03-312026-04-17

Sponsored

FDN FIRST TR EXCHANGE-TRADED FD46 shares0.00%2026-03-312026-04-17

CGHM CAPITAL GRP FIXED INCM ETF T421 shares0.00%2026-03-312026-04-17

TJX TJX COS INC NEW63 shares-14.86%2026-03-312026-04-17

PNQI INVESCO EXCHANGE TRADED FD T220 shares0.00%2026-03-312026-04-17

FELG FIDELITY COVINGTON TRUST253 shares0.00%2026-03-312026-04-17

FDMO FIDELITY COVINGTON TRUST118 shares0.00%2026-03-312026-04-17

CGDG CAPITAL GROUP DIVIDEND GROWE257 shares0.00%2026-03-312026-04-17

XLE SELECT SECTOR SPDR TR150 sharesnew addition2026-03-312026-04-17

Sponsored

EAOA ISHARES TR226 shares111.21%2026-03-312026-04-17

CRWD CROWDSTRIKE HLDGS INC22 shares0.00%2026-03-312026-04-17

AXP AMERICAN EXPRESS CO28 shares0.00%2026-03-312026-04-17

BKNG BOOKING HOLDINGS INC2 shares0.00%2026-03-312026-04-17

AFG AMERICAN FINANCIAL GROUP INC65 shares0.00%2026-03-312026-04-17

IVW ISHARES TR72 shares1.41%2026-03-312026-04-17

QNITY ELECTRONICS INC QNITY ELECTRONICS INC70 shares0.00%2026-03-312026-04-17

FENI FIDELITY COVINGTON TRUST209 sharesnew addition2026-03-312026-04-17

Sponsored

VONG VANGUARD SCOTTSDALE FDS70 shares0.00%2026-03-312026-04-17

SPYV SPDR SERIES TRUST136 sharesnew addition2026-03-312026-04-17

XRT SPDR SERIES TRUST95 shares0.00%2026-03-312026-04-17

SAN BANCO SANTANDER SA676 shares0.00%2026-03-312026-04-17

EFG ISHARES TR66 shares60.98%2026-03-312026-04-17

EUFN ISHARES TR205 shares0.00%2026-03-312026-04-17

GILD GILEAD SCIENCES INC51 shares-32.89%2026-03-312026-04-17

AWK AMERICAN WTR WKS CO INC NEW51 shares0.00%2026-03-312026-04-17

Sponsored

DFAE DIMENSIONAL ETF TRUST206 shares0.00%2026-03-312026-04-17

SPHQ INVESCO EXCHANGE TRADED FD T92 sharesnew addition2026-03-312026-04-17

CARR CARRIER GLOBAL CORPORATION116 shares0.00%2026-03-312026-04-17

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC141 shares0.00%2026-03-312026-04-17

USMV ISHARES TR67 sharesnew addition2026-03-312026-04-17

DOW DOW HLDGS INC141 shares0.00%2026-03-312026-04-17

TOTALENERGIES SE TOTALENERGIES SE63 shares0.00%2026-03-312026-04-17

MDY STATE STR SPDR S&P MIDCAP 409 sharesnew addition2026-03-312026-04-17

Sponsored

ING ING GROEP N.V.209 shares0.00%2026-03-312026-04-17

IHI ISHARES TR102 shares0.00%2026-03-312026-04-17

LMT LOCKHEED MARTIN CORP9 shares-40.00%2026-03-312026-04-17

QCOM QUALCOMM INC41 shares0.00%2026-03-312026-04-17

CSCO CISCO SYS INC67 shares-40.18%2026-03-312026-04-17

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND26 shares0.00%2026-03-312026-04-17

IR INGERSOLL RAND INC64 shares0.00%2026-03-312026-04-17

CSX CSX CORP123 shares0.00%2026-03-312026-04-17

Sponsored

PCAR PACCAR INC43 shares0.00%2026-03-312026-04-17

MXI ISHARES TR46 shares0.00%2026-03-312026-04-17

SYK STRYKER CORPORATION13 shares0.00%2026-03-312026-04-17

MERCK & CO INC MERCK & CO INC35 shares0.00%2026-03-312026-04-17

QQQM INVESCO EXCH TRADED FD TR II18 sharesnew addition2026-03-312026-04-17

SPTM SPDR SERIES TRUST50 shares0.00%2026-03-312026-04-17

EATON CORP PLC EATON CORP PLC11 shares0.00%2026-03-312026-04-17

IUSV ISHARES TR37 shares0.00%2026-03-312026-04-17

Sponsored

BITWISE 10 CRYPTO INDEX ETF BITWISE 10 CRYPTO INDEX ETF79 shares0.00%2026-03-312026-04-17

VLUE ISHARES TR24 sharesnew addition2026-03-312026-04-17

FNDA SCHWAB STRATEGIC TR101 shares0.00%2026-03-312026-04-17

DHR DANAHER CORP DEL16 shares0.00%2026-03-312026-04-17

HMC HONDA MOTOR CO LTD123 shares0.00%2026-03-312026-04-17

COP CONOCOPHILLIPS22 shares0.00%2026-03-312026-04-17

AOM ISHARES TR61 shares-6.15%2026-03-312026-04-17

PAYX PAYCHEX INC30 shares-40.00%2026-03-312026-04-17

Sponsored

IWO ISHARES TR8 shares0.00%2026-03-312026-04-17

QEFA SPDR INDEX SHS FDS27 shares-86.76%2026-03-312026-04-17

BJ BJS WHSL CLUB HLDGS INC23 shares0.00%2026-03-312026-04-17

DEFT DEFI TECHNOLOGIES INC3.8K shares0.00%2026-03-312026-04-17

SPSM SPDR SERIES TRUST42 sharesnew addition2026-03-312026-04-17

ITDC ISHARES TR53 shares0.00%2026-03-312026-04-17

EW EDWARDS LIFESCIENCES CORP21 shares0.00%2026-03-312026-04-17

KD KYNDRYL HLDGS INC125 shares0.00%2026-03-312026-04-17

Sponsored

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC18 shares-91.47%2026-03-312026-04-17

BBUS J P MORGAN EXCHANGE TRADED F10 shares0.00%2026-03-312026-04-17

IT GARTNER INC5 shares0.00%2026-03-312026-04-17

HWM HOWMET AEROSPACE INC3 shares0.00%2026-03-312026-04-17

BBIN J P MORGAN EXCHANGE TRADED F9 shares-10.00%2026-03-312026-04-17

JGLO J P MORGAN EXCHANGE TRADED F9 shares0.00%2026-03-312026-04-17

BNDX VANGUARD CHARLOTTE FDS7 shares-99.36%2026-03-312026-04-17

BND VANGUARD BD INDEX FDS4 shares-99.50%2026-03-312026-04-17

Sponsored

JIVE J P MORGAN EXCHANGE TRADED F2 shares0.00%2026-03-312026-04-17

EWC ISHARES INC3 shares0.00%2026-03-312026-04-17

JTEK J P MORGAN EXCHANGE TRADED F2 shares0.00%2026-03-312026-04-17

NOW SERVICENOW INC1 shares-50.00%2026-03-312026-04-17

JIG J P MORGAN EXCHANGE TRADED F2 shares0.00%2026-03-312026-04-17

SPBO SPDR SERIES TRUST5 shares66.67%2026-03-312026-04-17

IAGG ISHARES TR2 sharesnew addition2026-03-312026-04-17

BBHY J P MORGAN EXCHANGE TRADED F2 shares-50.00%2026-03-312026-04-17

Sponsored

SPTI SPDR SERIES TRUST3 shares-25.00%2026-03-312026-04-17

SPMB SPDR SERIES TRUST3 shares0.00%2026-03-312026-04-17

FDLO FIDELITY COVINGTON TRUST1 sharesnew addition2026-03-312026-04-17

FDIS FIDELITY COVINGTON TRUSTN/A sharesnew addition2026-03-312026-04-17

FHLC FIDELITY COVINGTON TRUST1 sharesnew addition2026-03-312026-04-17

VTIP VANGUARD MALVERN FDS1 shares0.00%2026-03-312026-04-17

SOUN SOUNDHOUND AI INC3 shares0.00%2026-03-312026-04-17

USXF ISHARES TRN/A sharesSold all2026-03-312026-04-17

Sponsored

FMAT FIDELITY COVINGTON TRUSTN/A sharesnew addition2026-03-312026-04-17

IVV

ISHARES TR

0.35%

Shares502.3K

Event2026-03-31

Filed2026-04-17

NTSX

WISDOMTREE TR

-0.44%

Shares5.4M

Event2026-03-31

Filed2026-04-17

LRGF

ISHARES TR

1.88%

Shares3.6M

Event2026-03-31

Filed2026-04-17

IEFA

ISHARES TR

0.39%

Shares1.9M

Event2026-03-31

Filed2026-04-17

WISDOMTREE TR

New

Shares7.0M

Event2026-03-31

Filed2026-04-17

IEMG

ISHARES INC

-0.39%

Shares2.3M

Event2026-03-31

Filed2026-04-17

NTSI

WISDOMTREE TR

0.03%

Shares3.1M

Event2026-03-31

Filed2026-04-17

INTF

ISHARES TR

0.26%

Shares3.3M

Event2026-03-31

Filed2026-04-17

SERIES PORTFOLIOS TR

New

Shares3.0M

Event2026-03-31

Filed2026-04-17

EEM

ISHARES TR

-2.13%

Shares1.1M

Event2026-03-31

Filed2026-04-17

WISDOMTREE TR

New

Shares1.5M

Event2026-03-31

Filed2026-04-17

SPDW

SPDR INDEX SHS FDS

-27.22%

Shares1.2M

Event2026-03-31

Filed2026-04-17

SCZ

ISHARES TR

-2.04%

Shares375.1K

Event2026-03-31

Filed2026-04-17

IWM

ISHARES TR

-76.80%

Shares85.5K

Event2026-03-31

Filed2026-04-17

IWC

ISHARES TR

-2.58%

Shares85.0K

Event2026-03-31

Filed2026-04-17

VEA

VANGUARD TAX-MANAGED FDS

-3.11%

Shares194.5K

Event2026-03-31

Filed2026-04-17

VONE

VANGUARD SCOTTSDALE FDS

-6.61%

Shares30.9K

Event2026-03-31

Filed2026-04-17

PYLD

PIMCO ETF TR

-4.29%

Shares298.2K

Event2026-03-31

Filed2026-04-17

IWB

ISHARES TR

-96.00%

Shares19.0K

Event2026-03-31

Filed2026-04-17

BOND

PIMCO ETF TR

-5.42%

Shares72.1K

Event2026-03-31

Filed2026-04-17

JPIB

J P MORGAN EXCHANGE TRADED F

-3.82%

Shares127.6K

Event2026-03-31

Filed2026-04-17

IWV

ISHARES TR

-13.19%

Shares15.5K

Event2026-03-31

Filed2026-04-17

ESGU

ISHARES TR

0.04%

Shares40.0K

Event2026-03-31

Filed2026-04-17

EFA

ISHARES TR

-87.32%

Shares55.2K

Event2026-03-31

Filed2026-04-17

MINT

PIMCO ETF TR

-9.97%

Shares45.4K

Event2026-03-31

Filed2026-04-17

ABNB

AIRBNB INC

0.00%

Shares26.5K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

-10.93%

Shares11.7K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

-5.71%

Shares8.0K

Event2026-03-31

Filed2026-04-17

BALL

BALL CORP

0.19%

Shares48.8K

Event2026-03-31

Filed2026-04-17

ESGD

ISHARES TR

-0.46%

Shares25.3K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

0.06%

Shares8.2K

Event2026-03-31

Filed2026-04-17

VFMF

VANGUARD WELLINGTON FD

0.09%

Shares13.6K

Event2026-03-31

Filed2026-04-17

VTWO

VANGUARD SCOTTSDALE FDS

-42.57%

Shares20.7K

Event2026-03-31

Filed2026-04-17

ISRG

INTUITIVE SURGICAL INC

-1.94%

Shares4.3K

Event2026-03-31

Filed2026-04-17

TMUS

T-MOBILE US INC

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-17

LLY

ELI LILLY & CO

-3.00%

Shares1.7K

Event2026-03-31

Filed2026-04-17

HOME DEPOT INC

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-17

INVESCO QQQ TR

-2.80%

Shares2.5K

Event2026-03-31

Filed2026-04-17

ESGE

ISHARES INC

-2.72%

Shares31.9K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

0.06%

Shares4.7K

Event2026-03-31

Filed2026-04-17

DES

WISDOMTREE TR

-3.14%

Shares35.1K

Event2026-03-31

Filed2026-04-17

ZION

ZIONS BANCORPORATION NATL AS

0.00%

Shares19.1K

Event2026-03-31

Filed2026-04-17

VSS

VANGUARD INTL EQUITY INDEX F

-0.13%

Shares7.0K

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON COM INC

1655.35%

Shares4.8K

Event2026-03-31

Filed2026-04-17

VTI

VANGUARD INDEX FDS

3.50%

Shares2.6K

Event2026-03-31

Filed2026-04-17

VWO

VANGUARD INTL EQUITY INDEX F

0.69%

Shares14.5K

Event2026-03-31

Filed2026-04-17

USRT

ISHARES TR

-0.31%

Shares11.9K

Event2026-03-31

Filed2026-04-17

LOW

LOWES COS INC

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-17

SPY

STATE STR SPDR S&P 500 ETF T

-11.20%

Shares920

Event2026-03-31

Filed2026-04-17

IWF

ISHARES TR

-0.72%

Shares1.4K

Event2026-03-31

Filed2026-04-17

SDG

ISHARES TR

-0.30%

Shares6.9K

Event2026-03-31

Filed2026-04-17

TSLA

TESLA INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-17

ESGV

VANGUARD WORLD FD

-2.46%

Shares5.0K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

-12.48%

Shares898

Event2026-03-31

Filed2026-04-17

WMT

WALMART INC

8.96%

Shares4.2K

Event2026-03-31

Filed2026-04-17

VUG

VANGUARD INDEX FDS

-6.01%

Shares1.2K

Event2026-03-31

Filed2026-04-17

UNITY SOFTWARE INC

0.00%

Shares21.7K

Event2026-03-31

Filed2026-04-17

AGG

ISHARES TR

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-17

LDUR

PIMCO ETF TR

-0.34%

Shares4.7K

Event2026-03-31

Filed2026-04-17

AOR

ISHARES TR

-9.61%

Shares6.6K

Event2026-03-31

Filed2026-04-17

PSA

PUBLIC STORAGE OPER CO

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-17

USB

US BANCORP

0.00%

Shares7.6K

Event2026-03-31

Filed2026-04-17

QGRW

WISDOMTREE TR

2.07%

Shares7.1K

Event2026-03-31

Filed2026-04-17

XLY

SELECT SECTOR SPDR TR

0.18%

Shares3.3K

Event2026-03-31

Filed2026-04-17

JPM

JPMORGAN CHASE & CO

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-17

TECL

DIREXION SHARES ETF TRUST

New

Shares4.0K

Event2026-03-31

Filed2026-04-17

ITOT

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-17

SNOW

SNOWFLAKE INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-17

XLI

SELECT SECTOR SPDR TR

0.28%

Shares1.8K

Event2026-03-31

Filed2026-04-17

CRBN

ISHARES TR

-12.03%

Shares1.3K

Event2026-03-31

Filed2026-04-17

NTSE

WISDOMTREE TR

-1.65%

Shares6.6K

Event2026-03-31

Filed2026-04-17

FBTC

FIDELITY WISE ORIGIN BITCOIN

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-17

VXUS

VANGUARD STAR FDS

-50.15%

Shares3.2K

Event2026-03-31

Filed2026-04-17

VSGX

VANGUARD WORLD FD

-5.24%

Shares3.2K

Event2026-03-31

Filed2026-04-17

ABBV

ABBVIE INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-17

DGRW

WISDOMTREE TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-17

CHI

CALAMOS CONV OPPORTUNITIES &

0.00%

Shares20.1K

Event2026-03-31

Filed2026-04-17

WCBR

WISDOMTREE TR

3.87%

Shares8.6K

Event2026-03-31

Filed2026-04-17

BOEING CO

7.90%

Shares1.1K

Event2026-03-31

Filed2026-04-17

SUSC

ISHARES TR

0.00%

Shares9.2K

Event2026-03-31

Filed2026-04-17

XCEM

COLUMBIA ETF TR II

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-17

HPI

HANCOCK JOHN PFD INCOME FD

0.00%

Shares13.2K

Event2026-03-31

Filed2026-04-17

VISA INC

-5.76%

Shares671

Event2026-03-31

Filed2026-04-17

WTAI

WISDOMTREE TR

3.30%

Shares6.9K

Event2026-03-31

Filed2026-04-17

QUAL

ISHARES TR

2.67%

Shares1.0K

Event2026-03-31

Filed2026-04-17

VBR

VANGUARD INDEX FDS

-0.57%

Shares870

Event2026-03-31

Filed2026-04-17

MMM

3M CO

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-17

VYM

VANGUARD WHITEHALL FDS

-0.56%

Shares1.2K

Event2026-03-31

Filed2026-04-17

VTV

VANGUARD INDEX FDS

-0.65%

Shares922

Event2026-03-31

Filed2026-04-17

ESML

ISHARES TR

-15.37%

Shares3.7K

Event2026-03-31

Filed2026-04-17

ILCG

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-17

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares356

Event2026-03-31

Filed2026-04-17

VCIT

VANGUARD SCOTTSDALE FDS

-0.05%

Shares2.0K

Event2026-03-31

Filed2026-04-17

DIREXION SHARES ETF TRUST

New

Shares1.0K

Event2026-03-31

Filed2026-04-17

META

META PLATFORMS INC

0.00%

Shares289

Event2026-03-31

Filed2026-04-17

TXN

TEXAS INSTRS INC

0.00%

Shares849

Event2026-03-31

Filed2026-04-17

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-17

BLOK

AMPLIFY ETF TR

-0.69%

Shares3.2K

Event2026-03-31

Filed2026-04-17

WCLD

WISDOMTREE TR

6.29%

Shares5.7K

Event2026-03-31

Filed2026-04-17

AOA

ISHARES TR

-8.02%

Shares1.7K

Event2026-03-31

Filed2026-04-17

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares628

Event2026-03-31

Filed2026-04-17

HON

HONEYWELL INTL INC

-22.56%

Shares659

Event2026-03-31

Filed2026-04-17

IDV

ISHARES TR

-7.68%

Shares3.5K

Event2026-03-31

Filed2026-04-17

BAC

BANK AMERICA CORP

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-17

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-17

CVX

CHEVRON CORPORATION

50.44%

Shares686

Event2026-03-31

Filed2026-04-17

ARKF

ARK ETF TR

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-17

CSQ

CALAMOS STRATEGIC TOTAL RETU

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-17

XOM

EXXON MOBIL CORP

-4.48%

Shares788

Event2026-03-31

Filed2026-04-17

SCHG

SCHWAB STRATEGIC TR

-2.08%

Shares4.5K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

0.00%

Shares427

Event2026-03-31

Filed2026-04-17

MCD

MCDONALDS CORP

-10.51%

Shares400

Event2026-03-31

Filed2026-04-17

IJH

ISHARES TR

7.99%

Shares1.8K

Event2026-03-31

Filed2026-04-17

DHS

WISDOMTREE TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-17

EXG

EATON VANCE TAX-MANAGED GLOB

6.30%

Shares13.5K

Event2026-03-31

Filed2026-04-17

PROCTER & GAMBLE CO

New

Shares807

Event2026-03-31

Filed2026-04-17

COCA COLA CO

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

-11.87%

Shares401

Event2026-03-31

Filed2026-04-17

MORGAN STANLEY

0.00%

Shares699

Event2026-03-31

Filed2026-04-17

VNQ

VANGUARD INDEX FDS

3.39%

Shares1.3K

Event2026-03-31

Filed2026-04-17

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-17

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares111

Event2026-03-31

Filed2026-04-17

SCHK

SCHWAB STRATEGIC TR

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-17

WDEF

WISDOMTREE TR

12.96%

Shares3.5K

Event2026-03-31

Filed2026-04-17

SDY

SPDR SERIES TRUST

0.00%

Shares749

Event2026-03-31

Filed2026-04-17

VBK

VANGUARD INDEX FDS

-0.83%

Shares358

Event2026-03-31

Filed2026-04-17

SPGI

S&P GLOBAL INC

0.00%

Shares250

Event2026-03-31

Filed2026-04-17

ABT

ABBOTT LABORATORIES

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-17

GLD

SPDR GOLD TR

0.00%

Shares242

Event2026-03-31

Filed2026-04-17

BROADCOM INC

-8.31%

Shares331

Event2026-03-31

Filed2026-04-17

PDX

PIMCO DYNAMIC INCOME STRATEG

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-17

JPC

NUVEEN PFD & INCOME OPPORTUN

0.00%

Shares13.0K

Event2026-03-31

Filed2026-04-17

SPG

SIMON PPTY GROUP INC NEW

0.00%

Shares521

Event2026-03-31

Filed2026-04-17

IJR

ISHARES TR

-32.09%

Shares764

Event2026-03-31

Filed2026-04-17

ARTY

ISHARES TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-17

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-17

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares274

Event2026-03-31

Filed2026-04-17

VGT

VANGUARD WORLD FD

-5.11%

Shares130

Event2026-03-31

Filed2026-04-17

PSLV

SPROTT ASSET MANAGEMENT LP

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-17

DOC

HEALTHPEAK PROPERTIES INC

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-17

CLX

CLOROX CO DEL

0.00%

Shares848

Event2026-03-31

Filed2026-04-17

DEM

WISDOMTREE TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-17

RDVY

FIRST TR EXCHANGE TRADED FD

-0.08%

Shares1.3K

Event2026-03-31

Filed2026-04-17

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-17

SEABRIDGE GOLD INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-17

ACP

ABRDN INCOME CREDIT STRATEGI

0.00%

Shares16.4K

Event2026-03-31

Filed2026-04-17

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-17

VUSB

VANGUARD BD INDEX FDS

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-17

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-17

IFGL

ISHARES TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-17

XLK

SELECT SECTOR SPDR TR

0.00%

Shares564

Event2026-03-31

Filed2026-04-17

GE AEROSPACE

-2.64%

Shares258

Event2026-03-31

Filed2026-04-17

COWZ

PACER FDS TR

-34.92%

Shares1.2K

Event2026-03-31

Filed2026-04-17

HIG

HARTFORD INSURANCE GROUP INC

0.00%

Shares533

Event2026-03-31

Filed2026-04-17

IDEV

ISHARES TR

0.00%

Shares852

Event2026-03-31

Filed2026-04-17

BIL

SPDR SERIES TRUST

77100.00%

Shares772

Event2026-03-31

Filed2026-04-17

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-17

TDV

PROSHARES TR

0.00%

Shares769

Event2026-03-31

Filed2026-04-17

MGK

VANGUARD WORLD FD

0.00%

Shares177

Event2026-03-31

Filed2026-04-17

DEERE & CO

0.00%

Shares114

Event2026-03-31

Filed2026-04-17

GSLC

GOLDMAN SACHS ETF TR

0.00%

Shares498

Event2026-03-31

Filed2026-04-17

MASTERCARD INCORPORATED

0.00%

Shares124

Event2026-03-31

Filed2026-04-17

SCHF

SCHWAB STRATEGIC TR

23.01%

Shares2.5K

Event2026-03-31

Filed2026-04-17

SPEM

SPDR INDEX SHS FDS

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-17

ASML

ASML HLDG NV

0.00%

Shares45

Event2026-03-31

Filed2026-04-17

ARLP

ALLIANCE RESOURCE PARTNERS L

5.00%

Shares2.1K

Event2026-03-31

Filed2026-04-17

AT&T INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-17

EMXC

ISHARES INC

0.00%

Shares736

Event2026-03-31

Filed2026-04-17

NOBL

PROSHARES TR

0.00%

Shares545

Event2026-03-31

Filed2026-04-17

INVESCO EXCHANGE TRADED FD T

0.00%

Shares300

Event2026-03-31

Filed2026-04-17

SMH

VANECK ETF TRUST

-1.32%

Shares149

Event2026-03-31

Filed2026-04-17

EFV

ISHARES TR

21.16%

Shares750

Event2026-03-31

Filed2026-04-17

JEPQ

J P MORGAN EXCHANGE TRADED F

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-17

GEV

GE VERNOVA INC

-4.62%

Shares62

Event2026-03-31

Filed2026-04-17

CAT

CATERPILLAR INC

0.00%

Shares74

Event2026-03-31

Filed2026-04-17

IXN

ISHARES TR

0.00%

Shares514

Event2026-03-31

Filed2026-04-17

XBI

SPDR SERIES TRUST

0.00%

Shares400

Event2026-03-31

Filed2026-04-17

LYG

LLOYDS BANKING GROUP PLC

0.00%

Shares10.1K

Event2026-03-31

Filed2026-04-17

TQQQ

PROSHARES TR

41.08%

Shares1.2K

Event2026-03-31

Filed2026-04-17

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares244

Event2026-03-31

Filed2026-04-17

NJR

NEW JERSEY RES CORP

0.00%

Shares900

Event2026-03-31

Filed2026-04-17

XYLD

GLOBAL X FDS

New

Shares1.3K

Event2026-03-31

Filed2026-04-17

GNOM

GLOBAL X FDS

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-17

CEF

SPROTT ASSET MANAGEMENT LP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-17

DGRO

ISHARES TR

0.00%

Shares678

Event2026-03-31

Filed2026-04-17

NEE

NEXTERA ENERGY INC

0.00%

Shares510

Event2026-03-31

Filed2026-04-17

IWD

ISHARES TR

-25.34%

Shares221

Event2026-03-31

Filed2026-04-17

LVS

LAS VEGAS SANDS CORP

0.00%

Shares867

Event2026-03-31

Filed2026-04-17

ALK

ALASKA AIR GROUP INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-17

MTUM

ISHARES TR

13.66%

Shares183

Event2026-03-31

Filed2026-04-17

RSPT

INVESCO EXCHANGE TRADED FD T

0.00%

Shares955

Event2026-03-31

Filed2026-04-17

JEPI

J P MORGAN EXCHANGE TRADED F

0.00%

Shares750

Event2026-03-31

Filed2026-04-17

QDPL

PACER FDS TR

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-17

ORCL

ORACLE CORP

-4.59%

Shares270

Event2026-03-31

Filed2026-04-17

JQC

NUVEEN CR STRATEGIES INCOME

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-17

UNP

UNION PAC CORP

0.00%

Shares158

Event2026-03-31

Filed2026-04-17

YUM

YUM BRANDS INC

0.00%

Shares246

Event2026-03-31

Filed2026-04-17

WASTE MGMT INC DEL

0.00%

Shares166

Event2026-03-31

Filed2026-04-17

SPYM

SPDR SERIES TRUST

0.00%

Shares474

Event2026-03-31

Filed2026-04-17

IMCG

ISHARES TR

0.00%

Shares460

Event2026-03-31

Filed2026-04-17

IHDG

WISDOMTREE TR

-18.83%

Shares750

Event2026-03-31

Filed2026-04-17

LAM RESEARCH CORP

0.00%

Shares163

Event2026-03-31

Filed2026-04-17

SPXL

DIREXION SHARES ETF TRUST

54.55%

Shares187

Event2026-03-31

Filed2026-04-17

IEUR

ISHARES TR

0.00%

Shares490

Event2026-03-31

Filed2026-04-17

XAI OCTAGN FLT RAT & ALT INM

New

Shares2.0K

Event2026-03-31

Filed2026-04-17

NVDU

DIREXION SHARES ETF TRUST

8.15%

Shares345

Event2026-03-31

Filed2026-04-17

FELC

FIDELITY COVINGTON TRUST

0.00%

Shares897

Event2026-03-31

Filed2026-04-17

EQT CORP

0.00%

Shares500

Event2026-03-31

Filed2026-04-17

IXUS

ISHARES TR

0.00%

Shares367

Event2026-03-31

Filed2026-04-17

FCX

FREEPORT MCMORAN INC

0.00%

Shares508

Event2026-03-31

Filed2026-04-17

XLV

SELECT SECTOR SPDR TR

0.00%

Shares200

Event2026-03-31

Filed2026-04-17

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares62

Event2026-03-31

Filed2026-04-17

XLG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares520

Event2026-03-31

Filed2026-04-17

TRANE TECHNOLOGIES PLC

0.00%

Shares66

Event2026-03-31

Filed2026-04-17

SOXL

DIREXION SHARES ETF TRUST

32.47%

Shares563

Event2026-03-31

Filed2026-04-17

FTC

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares174

Event2026-03-31

Filed2026-04-17

BP PLC

0.00%

Shares568

Event2026-03-31

Filed2026-04-17

AMUU

DIREXION SHARES ETF TRUST

0.00%

Shares618

Event2026-03-31

Filed2026-04-17

VANGUARD INTL EQUITY INDEX F

0.00%

Shares189

Event2026-03-31

Filed2026-04-17

IRM

IRON MTN INC DEL

0.00%

Shares250

Event2026-03-31

Filed2026-04-17

IGV

ISHARES TR

0.00%

Shares315

Event2026-03-31

Filed2026-04-17

IXC

ISHARES TR

0.00%

Shares429

Event2026-03-31

Filed2026-04-17

PEP

PEPSICO INC

-83.78%

Shares157

Event2026-03-31

Filed2026-04-17

IYF

ISHARES TR

0.00%

Shares206

Event2026-03-31

Filed2026-04-17

NVDA

NVIDIA CORPORATION

-26.74%

Shares137

Event2026-03-31

Filed2026-04-17

MPC

MARATHON PETE CORP

0.00%

Shares96

Event2026-03-31

Filed2026-04-17

VCR

VANGUARD WORLD FD

0.00%

Shares65

Event2026-03-31

Filed2026-04-17

XPO

XPO INC

0.00%

Shares119

Event2026-03-31

Filed2026-04-17

IUSG

ISHARES TR

0.00%

Shares145

Event2026-03-31

Filed2026-04-17

KEY

KEYCORP

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-17

DOCN

DIGITALOCEAN HLDGS INC

0.00%

Shares245

Event2026-03-31

Filed2026-04-17

CGDV

CAPITAL GROUP DIVIDEND VALUE

0.00%

Shares492

Event2026-03-31

Filed2026-04-17

AMAT

APPLIED MATLS INC

0.00%

Shares61

Event2026-03-31

Filed2026-04-17

SPYG

SPDR SERIES TRUST

1212.50%

Shares210

Event2026-03-31

Filed2026-04-17

IJJ

ISHARES TR

0.00%

Shares155

Event2026-03-31

Filed2026-04-17

FEZ

SPDR INDEX SHS FDS

0.00%

Shares325

Event2026-03-31

Filed2026-04-17

NVO

NOVO-NORDISK A S

0.00%

Shares549

Event2026-03-31

Filed2026-04-17

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares651

Event2026-03-31

Filed2026-04-17

FQAL

FIDELITY COVINGTON TRUST

0.00%

Shares274

Event2026-03-31

Filed2026-04-17

WWD

WOODWARD INC

0.00%

Shares55

Event2026-03-31

Filed2026-04-17

MDLZ

MONDELEZ INTL INC

0.00%

Shares325

Event2026-03-31

Filed2026-04-17

VOTE

TCW ETF TRUST

0.00%

Shares232

Event2026-03-31

Filed2026-04-17

AEM

AGNICO EAGLE MINES LTD

0.00%

Shares87

Event2026-03-31

Filed2026-04-17

VOOG

VANGUARD ADMIRAL FDS INC

0.00%

Shares43

Event2026-03-31

Filed2026-04-17

CRM

SALESFORCE INC

-11.43%

Shares93

Event2026-03-31

Filed2026-04-17

FINX

GLOBAL X FDS

0.00%

Shares750

Event2026-03-31

Filed2026-04-17

BLACKSTONE INC

-46.76%

Shares148

Event2026-03-31

Filed2026-04-17

PHILIP MORRIS INTL INC

New

Shares100

Event2026-03-31

Filed2026-04-17

IWS

ISHARES TR

0.00%

Shares113

Event2026-03-31

Filed2026-04-17

IVE

ISHARES TR

0.00%

Shares75

Event2026-03-31

Filed2026-04-17

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares32

Event2026-03-31

Filed2026-04-17

THEMES ETF TR

0.00%

Shares567

Event2026-03-31

Filed2026-04-17

SHEL

SHELL PLC

0.00%

Shares162

Event2026-03-31

Filed2026-04-17

VXF

VANGUARD INDEX FDS

0.00%

Shares73

Event2026-03-31

Filed2026-04-17

RTX

RTX CORPORATION

0.00%

Shares73

Event2026-03-31

Filed2026-04-17

MGV

VANGUARD WORLD FD

0.00%

Shares97

Event2026-03-31

Filed2026-04-17

AVUV

AMERICAN CENTY ETF TR

0.00%

Shares127

Event2026-03-31

Filed2026-04-17

WBD

WARNER BROS DISCOVERY INC

0.00%

Shares483

Event2026-03-31

Filed2026-04-17

DMXF

ISHARES TR

-97.69%

Shares175

Event2026-03-31

Filed2026-04-17

RKT

ROCKET COS INC

0.00%

Shares923

Event2026-03-31

Filed2026-04-17

MSIF

MSC INCOME FUND INC

50.14%

Shares1.1K

Event2026-03-31

Filed2026-04-17

LOEWS CORP

-7.58%

Shares122

Event2026-03-31

Filed2026-04-17

NFLX

NETFLIX INC.

0.00%

Shares130

Event2026-03-31

Filed2026-04-17

IAI

ISHARES TR

0.00%

Shares74

Event2026-03-31

Filed2026-04-17

CIBR

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares192

Event2026-03-31

Filed2026-04-17

CTVA

CORTEVA INC

0.00%

Shares141

Event2026-03-31

Filed2026-04-17

IXJ

ISHARES TR

0.00%

Shares124

Event2026-03-31

Filed2026-04-17

INTU

INTUIT

0.00%

Shares26

Event2026-03-31

Filed2026-04-17

UNH

UNITEDHEALTH GROUP INC

0.00%

Shares41

Event2026-03-31

Filed2026-04-17

PBI

PITNEY BOWES INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-17

CGXU

CAPITAL GROUP INTL FOCUS EQT

0.00%

Shares371

Event2026-03-31

Filed2026-04-17

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares46

Event2026-03-31

Filed2026-04-17

CGHM

CAPITAL GRP FIXED INCM ETF T

0.00%

Shares421

Event2026-03-31

Filed2026-04-17

TJX

TJX COS INC NEW

-14.86%

Shares63

Event2026-03-31

Filed2026-04-17

PNQI

INVESCO EXCHANGE TRADED FD T

0.00%

Shares220

Event2026-03-31

Filed2026-04-17

FELG

FIDELITY COVINGTON TRUST

0.00%

Shares253

Event2026-03-31

Filed2026-04-17

FDMO

FIDELITY COVINGTON TRUST

0.00%

Shares118

Event2026-03-31

Filed2026-04-17

CGDG

CAPITAL GROUP DIVIDEND GROWE

0.00%

Shares257

Event2026-03-31

Filed2026-04-17

XLE

SELECT SECTOR SPDR TR

New

Shares150

Event2026-03-31

Filed2026-04-17

EAOA

ISHARES TR

111.21%

Shares226

Event2026-03-31

Filed2026-04-17

CRWD

CROWDSTRIKE HLDGS INC

0.00%

Shares22

Event2026-03-31

Filed2026-04-17

AXP

AMERICAN EXPRESS CO

0.00%

Shares28

Event2026-03-31

Filed2026-04-17

BKNG

BOOKING HOLDINGS INC

0.00%

Shares2

Event2026-03-31

Filed2026-04-17

AFG

AMERICAN FINANCIAL GROUP INC

0.00%

Shares65

Event2026-03-31

Filed2026-04-17

IVW

ISHARES TR

1.41%

Shares72

Event2026-03-31

Filed2026-04-17

QNITY ELECTRONICS INC

0.00%

Shares70

Event2026-03-31

Filed2026-04-17

FENI

FIDELITY COVINGTON TRUST

New

Shares209

Event2026-03-31

Filed2026-04-17

VONG

VANGUARD SCOTTSDALE FDS

0.00%

Shares70

Event2026-03-31

Filed2026-04-17

SPYV

SPDR SERIES TRUST

New

Shares136

Event2026-03-31

Filed2026-04-17

XRT

SPDR SERIES TRUST

0.00%

Shares95

Event2026-03-31

Filed2026-04-17

SAN

BANCO SANTANDER SA

0.00%

Shares676

Event2026-03-31

Filed2026-04-17

EFG

ISHARES TR

60.98%

Shares66

Event2026-03-31

Filed2026-04-17

EUFN

ISHARES TR

0.00%

Shares205

Event2026-03-31

Filed2026-04-17

GILD

GILEAD SCIENCES INC

-32.89%

Shares51

Event2026-03-31

Filed2026-04-17

AWK

AMERICAN WTR WKS CO INC NEW

0.00%

Shares51

Event2026-03-31

Filed2026-04-17

DFAE

DIMENSIONAL ETF TRUST

0.00%

Shares206

Event2026-03-31

Filed2026-04-17

SPHQ

INVESCO EXCHANGE TRADED FD T

New

Shares92

Event2026-03-31

Filed2026-04-17

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares116

Event2026-03-31

Filed2026-04-17

DUPONT DE NEMOURS INC

0.00%

Shares141

Event2026-03-31

Filed2026-04-17

USMV

ISHARES TR

New

Shares67

Event2026-03-31

Filed2026-04-17

DOW

DOW HLDGS INC

0.00%

Shares141

Event2026-03-31

Filed2026-04-17

TOTALENERGIES SE

0.00%

Shares63

Event2026-03-31

Filed2026-04-17

MDY

STATE STR SPDR S&P MIDCAP 40

New

Shares9

Event2026-03-31

Filed2026-04-17

ING

ING GROEP N.V.

0.00%

Shares209

Event2026-03-31

Filed2026-04-17

IHI

ISHARES TR

0.00%

Shares102

Event2026-03-31

Filed2026-04-17

LMT

LOCKHEED MARTIN CORP

-40.00%

Shares9

Event2026-03-31

Filed2026-04-17

QCOM

QUALCOMM INC

0.00%

Shares41

Event2026-03-31

Filed2026-04-17

CSCO

CISCO SYS INC

-40.18%

Shares67

Event2026-03-31

Filed2026-04-17

ACCENTURE PLC IRELAND

0.00%

Shares26

Event2026-03-31

Filed2026-04-17

INGERSOLL RAND INC

0.00%

Shares64

Event2026-03-31

Filed2026-04-17

CSX

CSX CORP

0.00%

Shares123

Event2026-03-31

Filed2026-04-17

PCAR

PACCAR INC

0.00%

Shares43

Event2026-03-31

Filed2026-04-17

MXI

ISHARES TR

0.00%

Shares46

Event2026-03-31

Filed2026-04-17

SYK

STRYKER CORPORATION

0.00%

Shares13

Event2026-03-31

Filed2026-04-17

MERCK & CO INC

0.00%

Shares35

Event2026-03-31

Filed2026-04-17

QQQM

INVESCO EXCH TRADED FD TR II

New

Shares18

Event2026-03-31

Filed2026-04-17

SPTM

SPDR SERIES TRUST

0.00%

Shares50

Event2026-03-31

Filed2026-04-17

EATON CORP PLC

0.00%

Shares11

Event2026-03-31

Filed2026-04-17

IUSV

ISHARES TR

0.00%

Shares37

Event2026-03-31

Filed2026-04-17

BITWISE 10 CRYPTO INDEX ETF

0.00%

Shares79

Event2026-03-31

Filed2026-04-17

VLUE

ISHARES TR

New

Shares24

Event2026-03-31

Filed2026-04-17

FNDA

SCHWAB STRATEGIC TR

0.00%

Shares101

Event2026-03-31

Filed2026-04-17

DHR

DANAHER CORP DEL

0.00%

Shares16

Event2026-03-31

Filed2026-04-17

HMC

HONDA MOTOR CO LTD

0.00%

Shares123

Event2026-03-31

Filed2026-04-17

COP

CONOCOPHILLIPS

0.00%

Shares22

Event2026-03-31

Filed2026-04-17

AOM

ISHARES TR

-6.15%

Shares61

Event2026-03-31

Filed2026-04-17

PAYX

PAYCHEX INC

-40.00%

Shares30

Event2026-03-31

Filed2026-04-17

IWO

ISHARES TR

0.00%

Shares8

Event2026-03-31

Filed2026-04-17

QEFA

SPDR INDEX SHS FDS

-86.76%

Shares27

Event2026-03-31

Filed2026-04-17

BJS WHSL CLUB HLDGS INC

0.00%

Shares23

Event2026-03-31

Filed2026-04-17

DEFT

DEFI TECHNOLOGIES INC

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-17

SPSM

SPDR SERIES TRUST

New

Shares42

Event2026-03-31

Filed2026-04-17

ITDC

ISHARES TR

0.00%

Shares53

Event2026-03-31

Filed2026-04-17

EDWARDS LIFESCIENCES CORP

0.00%

Shares21

Event2026-03-31

Filed2026-04-17

KYNDRYL HLDGS INC

0.00%

Shares125

Event2026-03-31

Filed2026-04-17

SOLSTICE ADVANCED MATLS INC

-91.47%

Shares18

Event2026-03-31

Filed2026-04-17

BBUS

J P MORGAN EXCHANGE TRADED F

0.00%

Shares10

Event2026-03-31

Filed2026-04-17

GARTNER INC

0.00%

Shares5

Event2026-03-31

Filed2026-04-17

HWM

HOWMET AEROSPACE INC

0.00%

Shares3

Event2026-03-31

Filed2026-04-17

BBIN

J P MORGAN EXCHANGE TRADED F

-10.00%

Shares9

Event2026-03-31

Filed2026-04-17

JGLO

J P MORGAN EXCHANGE TRADED F

0.00%

Shares9

Event2026-03-31

Filed2026-04-17

BNDX

VANGUARD CHARLOTTE FDS

-99.36%

Shares7

Event2026-03-31

Filed2026-04-17

BND

VANGUARD BD INDEX FDS

-99.50%

Shares4

Event2026-03-31

Filed2026-04-17

JIVE

J P MORGAN EXCHANGE TRADED F

0.00%

Shares2

Event2026-03-31

Filed2026-04-17

EWC

ISHARES INC

0.00%

Shares3

Event2026-03-31

Filed2026-04-17

JTEK

J P MORGAN EXCHANGE TRADED F

0.00%

Shares2

Event2026-03-31

Filed2026-04-17

NOW

SERVICENOW INC

-50.00%

Shares1

Event2026-03-31

Filed2026-04-17

JIG

J P MORGAN EXCHANGE TRADED F

0.00%

Shares2

Event2026-03-31

Filed2026-04-17

SPBO

SPDR SERIES TRUST

66.67%

Shares5

Event2026-03-31

Filed2026-04-17

IAGG

ISHARES TR

New

Shares2

Event2026-03-31

Filed2026-04-17

BBHY

J P MORGAN EXCHANGE TRADED F

-50.00%

Shares2

Event2026-03-31

Filed2026-04-17

SPTI

SPDR SERIES TRUST

-25.00%

Shares3

Event2026-03-31

Filed2026-04-17

SPMB

SPDR SERIES TRUST

0.00%

Shares3

Event2026-03-31

Filed2026-04-17

FDLO

FIDELITY COVINGTON TRUST

New

Shares1

Event2026-03-31

Filed2026-04-17

FDIS

FIDELITY COVINGTON TRUST

New

SharesN/A

Event2026-03-31

Filed2026-04-17

FHLC

FIDELITY COVINGTON TRUST

New

Shares1

Event2026-03-31

Filed2026-04-17

VTIP

VANGUARD MALVERN FDS

0.00%

Shares1

Event2026-03-31

Filed2026-04-17

SOUN

SOUNDHOUND AI INC

0.00%

Shares3

Event2026-03-31

Filed2026-04-17

USXF

ISHARES TR

Sold all

SharesN/A

Event2026-03-31

Filed2026-04-17

FMAT

FIDELITY COVINGTON TRUST

New

SharesN/A

Event2026-03-31

Filed2026-04-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

ABNB Put PutAIRBNB INC26.5K shares0.00%2026-03-312026-04-17

ISRG Put PutINTUITIVE SURGICAL INC4.7K shares42.42%2026-03-312026-04-17

AAPL Put PutAPPLE INC7.5K shares-8.54%2026-03-312026-04-17

TMUS Put PutT-MOBILE US INC7.8K shares0.00%2026-03-312026-04-17

LLY Put PutELI LILLY & CO1.7K shares0.00%2026-03-312026-04-17

ALPHABET INC Put PutALPHABET INC5.3K shares-5.36%2026-03-312026-04-17

HD Put PutHOME DEPOT INC4.3K shares0.00%2026-03-312026-04-17

TSLA Put PutTESLA INC1.1K shares0.00%2026-03-312026-04-17

SNOW Put PutSNOWFLAKE INC2.2K sharesnew addition2026-03-312026-04-17

U Put PutUNITY SOFTWARE INC14.7K shares-21.39%2026-03-312026-04-17

MSFT Put PutMICROSOFT CORP700 shares0.00%2026-03-312026-04-17

ABNB Put

AIRBNB INC

0.00%

Shares26.5K

Event2026-03-31

Filed2026-04-17

ISRG Put

INTUITIVE SURGICAL INC

42.42%

Shares4.7K

Event2026-03-31

Filed2026-04-17

AAPL Put

APPLE INC

-8.54%

Shares7.5K

Event2026-03-31

Filed2026-04-17

TMUS Put

T-MOBILE US INC

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-17

LLY Put

ELI LILLY & CO

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-17

ALPHABET INC Put

ALPHABET INC

-5.36%

Shares5.3K

Event2026-03-31

Filed2026-04-17

HD Put

HOME DEPOT INC

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-17

TSLA Put

TESLA INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-17

SNOW Put

SNOWFLAKE INC

New

Shares2.2K

Event2026-03-31

Filed2026-04-17

U Put

UNITY SOFTWARE INC

-21.39%

Shares14.7K

Event2026-03-31

Filed2026-04-17

MSFT Put

MICROSOFT CORP

0.00%

Shares700

Event2026-03-31

Filed2026-04-17