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The Analysis of HARBOR INVESTMENT ADVISORY, LLC's Holdings & P&L

Currently, HARBOR INVESTMENT ADVISORY, LLC holds 1227 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in SILJ (+94.6K shares, valued at $2.8M), RISR (+52.7K shares, valued at $1.9M), JSI (+33.2K shares, valued at $1.7M); decreased their positions in N/A (-172.8K shares, valued at $82.8M), MSFT (-57.1K shares, valued at $21.1M), AMZN (-78.8K shares, valued at $16.4M); initiated new positions in NEU (+1.4K shares, valued at $890.3K), N/A (+7.1K shares, valued at $543.9K), N/A (+1.5K shares, valued at $291.3K).

1M P&L

+7.1M+0.59%

3M P&L

-46.0M-3.65%

HY P&L

+21.2M+1.77%

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/A414.2M

37.5%

2Lodging174.8M

15.8%

3Consumer Electronics81.9M

7.4%

Top Industries by Stock Count

1N/A435 stocks

37.9%

2Software - Application31 stocks

2.7%

3Banks - Regional29 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MAR MARRIOTT INTL INC NEW CL A533.9K shares-5.73%2026-03-312026-04-23

AAPL APPLE INC COM322.5K shares-10.39%2026-03-312026-04-23

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A171.3K shares-5.00%2026-03-312026-04-23

AMZN AMAZON COM INC COM230.9K shares-25.44%2026-03-312026-04-23

MSFT MICROSOFT CORP COM95.0K shares-37.55%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW64.2K shares-72.91%2026-03-312026-04-23

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C64.5K shares-18.32%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO COM55.8K shares-19.37%2026-03-312026-04-23

Sponsored

IVV ISHARES CORE S&P 500 ETF24.7K shares0.81%2026-03-312026-04-23

GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST170.5K shares-7.02%2026-03-312026-04-23

VTI VANGUARD TOTAL STOCK MARKET ETF45.9K shares0.30%2026-03-312026-04-23

VUG VANGUARD GROWTH ETF33.7K shares7.53%2026-03-312026-04-23

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF71.9K shares10.40%2026-03-312026-04-23

MA MASTERCARD INCORPORATED CL A27.3K shares-1.59%2026-03-312026-04-23

NVDA NVIDIA CORPORATION COM77.0K shares-9.99%2026-03-312026-04-23

VTV VANGUARD VALUE ETF68.0K shares13.33%2026-03-312026-04-23

Sponsored

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF21.5K shares0.84%2026-03-312026-04-23

GLD SPDR GOLD SHARES28.5K shares3.09%2026-03-312026-04-23

V VISA INC COM CL A40.1K shares-2.72%2026-03-312026-04-23

IWN ISHARES RUSSELL 2000 VALUE ETF60.1K shares-0.60%2026-03-312026-04-23

JNJ JOHNSON & JOHNSON COM40.8K shares-3.34%2026-03-312026-04-23

VOE VANGUARD MID-CAP VALUE ETF49.6K shares16.17%2026-03-312026-04-23

LLY ELI LILLY & CO COM9.9K shares-1.68%2026-03-312026-04-23

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF97.2K shares-0.05%2026-03-312026-04-23

Sponsored

IEFA ISHARES CORE MSCI EAFE ETF93.1K shares-2.72%2026-03-312026-04-23

SPY STATE STREET SPDR S&P 500 ETF12.8K shares-11.08%2026-03-312026-04-23

BROADCOM INC COM BROADCOM INC COM26.4K shares-8.27%2026-03-312026-04-23

AMGN AMGEN INC COM22.9K shares-2.48%2026-03-312026-04-23

META META PLATFORMS INC CL A13.8K shares-6.53%2026-03-312026-04-23

VOT VANGUARD MID-CAP GROWTH ETF29.9K shares19.76%2026-03-312026-04-23

EFA ISHARES MSCI EAFE ETF77.9K shares-0.13%2026-03-312026-04-23

VNQ VANGUARD REAL ESTATE ETF83.5K shares4.41%2026-03-312026-04-23

Sponsored

IWY ISHARES RUSSELL TOP 200 GROWTH ETF29.4K shares0.51%2026-03-312026-04-23

GDXJ VANECK JUNIOR GOLD MINERS ETF59.4K shares14.60%2026-03-312026-04-23

BLACKROCK INC COM BLACKROCK INC COM7.3K shares-1.68%2026-03-312026-04-23

JAAA JANUS HENDERSON AAA CLO ETF137.0K shares-1.96%2026-03-312026-04-23

WMT WALMART INC COM55.5K shares-4.47%2026-03-312026-04-23

DGRO ISHARES CORE DIVIDEND GROWTH ETF95.1K shares20.27%2026-03-312026-04-23

XOM EXXON MOBIL CORP COM39.3K shares-0.76%2026-03-312026-04-23

COST COSTCO WHOLESALE CORPORATION COM6.7K shares-3.94%2026-03-312026-04-23

Sponsored

JSI JANUS HENDERSON SECURITIZED INCOME ETF119.7K shares38.43%2026-03-312026-04-23

IWF ISHARES RUSSELL 1000 GROWTH ETF14.5K shares0.76%2026-03-312026-04-23

BAC BANK OF AMER CORP COM121.0K shares9.68%2026-03-312026-04-23

DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF171.7K shares8.66%2026-03-312026-04-23

IWO ISHARES RUSSELL 2000 GROWTH ETF18.1K shares-1.97%2026-03-312026-04-23

RISR FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF151.1K shares53.64%2026-03-312026-04-23

IJH ISHARES CORE S&P MID-CAP ETF78.9K shares4.03%2026-03-312026-04-23

GEV GE VERNOVA INC COM6.0K shares-0.45%2026-03-312026-04-23

Sponsored

TSLA TESLA INC COM13.4K shares-0.33%2026-03-312026-04-23

GS GOLDMAN SACHS GROUP INC COM5.9K shares28.99%2026-03-312026-04-23

MGNR AMERICAN BEACON GLG NATURAL RESOURCES ETF94.9K shares19.87%2026-03-312026-04-23

IVW ISHARES S&P 500 GROWTH ETF42.3K shares2.29%2026-03-312026-04-23

IWX ISHARES RUSSELL TOP 200 VALUE ETF50.3K shares0.11%2026-03-312026-04-23

IWB ISHARES RUSSELL 1000 ETF13.0K shares-0.74%2026-03-312026-04-23

IWP ISHARES RUSSELL MID-CAP GROWTH ETF35.6K shares0.98%2026-03-312026-04-23

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I7.8K shares-2.42%2026-03-312026-04-23

Sponsored

IVE ISHARES S&P 500 VALUE ETF21.1K shares2.54%2026-03-312026-04-23

VBK VANGUARD SMALL-CAP GROWTH ETF14.7K shares14.52%2026-03-312026-04-23

IWD ISHARES RUSSELL 1000 VALUE ETF20.5K shares4.43%2026-03-312026-04-23

ABBV ABBVIE INC COM20.1K shares-9.24%2026-03-312026-04-23

IJR ISHARES CORE S&P SMALL CAP ETF34.9K shares15.66%2026-03-312026-04-23

UNH UNITEDHEALTH GROUP INC COM15.8K shares-23.27%2026-03-312026-04-23

HD HOME DEPOT INC COM12.1K shares-13.88%2026-03-312026-04-23

CRWD CROWDSTRIKE HLDGS INC CL A10.2K shares-5.03%2026-03-312026-04-23

Sponsored

SBUX STARBUCKS CORP COM44.1K shares-2.18%2026-03-312026-04-23

AEM AGNICO EAGLE MINES LTD COM19.2K shares7.25%2026-03-312026-04-23

PG PROCTER & GAMBLE CO COM26.8K shares2.77%2026-03-312026-04-23

CVX CHEVRON CORPORATION COM17.6K shares-3.01%2026-03-312026-04-23

MKL MARKEL GROUP INC COM1.9K shares2.37%2026-03-312026-04-23

IWS ISHARES RUSSELL MID-CAP VALUE ETF23.4K shares-1.69%2026-03-312026-04-23

HON HONEYWELL INTL INC COM15.0K shares-1.54%2026-03-312026-04-23

VIG VANGUARD DIVIDEND APPRECIATION ETF15.6K shares-2.85%2026-03-312026-04-23

Sponsored

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF22.4K shares6.63%2026-03-312026-04-23

HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF49.9K shares16.03%2026-03-312026-04-23

SHY ISHARES 1-3 YEAR TREASURY BOND ETF38.6K shares-25.45%2026-03-312026-04-23

CCJ CAMECO CORP COM29.0K shares-4.76%2026-03-312026-04-23

TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF83.9K shares10.26%2026-03-312026-04-23

TJX TJX COS INC NEW COM18.6K shares-0.92%2026-03-312026-04-23

IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF121.8K shares17.79%2026-03-312026-04-23

IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF114.6K shares10.82%2026-03-312026-04-23

Sponsored

AGI ALAMOS GOLD INC COM CL A65.3K shares-0.51%2026-03-312026-04-23

GE AEROSPACE COM NEW GE AEROSPACE COM NEW10.1K shares-1.06%2026-03-312026-04-23

RTX RTX CORPORATION COM14.8K shares-9.37%2026-03-312026-04-23

SILJ AMPLIFY JUNIOR SILVER MINERS ETF96.1K shares6304.67%2026-03-312026-04-23

FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND58.7K shares-22.26%2026-03-312026-04-23

ABT ABBOTT LABORATORIES COM25.8K shares-2.45%2026-03-312026-04-23

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF46.5K shares-2.49%2026-03-312026-04-23

CEG CONSTELLATION ENERGY CORP COM9.4K shares1.33%2026-03-312026-04-23

Sponsored

CSCO CISCO SYS INC COM33.3K shares3.13%2026-03-312026-04-23

SU SUNCOR ENERGY INC NEW COM38.8K shares2.03%2026-03-312026-04-23

IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF101.8K shares3.63%2026-03-312026-04-23

AMT AMERICAN TOWER CORP COM14.2K shares-3.06%2026-03-312026-04-23

CGDV CAPITAL GROUP DIVIDEND VALUE ETF57.2K shares11.70%2026-03-312026-04-23

HGER HARBOR COMMODITY ALL-WEATHER STRATEGY ETF77.9K shares6.87%2026-03-312026-04-23

ICF ISHARES SELECT U.S. REIT ETF38.8K shares2.60%2026-03-312026-04-23

TXRH TEXAS ROADHOUSE INC COM14.2K shares-9.23%2026-03-312026-04-23

Sponsored

QUS STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF13.5K shares0.86%2026-03-312026-04-23

NFLX NETFLIX INC. COM23.7K shares-51.22%2026-03-312026-04-23

VRT VERTIV HOLDINGS CO COM CL A8.9K shares0.86%2026-03-312026-04-23

VBR VANGUARD SMALL CAP VALUE ETF10.2K shares36.20%2026-03-312026-04-23

LOW LOWES COS INC COM9.3K shares-9.54%2026-03-312026-04-23

XBI STATE STREET SPDR S&P BIOTECH ETF16.9K shares4.84%2026-03-312026-04-23

AVDE AVANTIS INTERNATIONAL EQUITY ETF25.4K shares23.57%2026-03-312026-04-23

HDV ISHARES CORE HIGH DIVIDEND ETF15.7K shares6.94%2026-03-312026-04-23

Sponsored

UNP UNION PAC CORP COM8.7K shares-4.21%2026-03-312026-04-23

IBM INTERNATIONAL BUSINESS MACHS COM8.5K shares-13.04%2026-03-312026-04-23

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND27.3K shares9.58%2026-03-312026-04-23

KLAC KLA CORP COM NEW1.4K shares29.20%2026-03-312026-04-23

BLACKSTONE INC COM BLACKSTONE INC COM17.6K shares-47.51%2026-03-312026-04-23

URI UNITED RENTALS INC COM2.7K shares22.78%2026-03-312026-04-23

DVY ISHARES SELECT DIVIDEND ETF13.0K shares13.41%2026-03-312026-04-23

IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF84.6K shares30.04%2026-03-312026-04-23

Sponsored

FAST FASTENAL CO COM41.3K shares-0.93%2026-03-312026-04-23

REGN REGENERON PHARMACEUTICALS COM2.5K shares-0.68%2026-03-312026-04-23

IWM ISHARES RUSSELL 2000 ETF7.5K shares0.97%2026-03-312026-04-23

IJK ISHARES S&P MID-CAP 400 GROWTH ETF18.4K shares9.46%2026-03-312026-04-23

JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF40.7K shares-18.63%2026-03-312026-04-23

ORCL ORACLE CORP COM12.5K shares-25.24%2026-03-312026-04-23

DLR DIGITAL RLTY TR INC COM10.1K shares-27.44%2026-03-312026-04-23

SYK STRYKER CORPORATION COM5.5K shares-26.61%2026-03-312026-04-23

Sponsored

ACWX ISHARES MSCI ACWI EX U.S. ETF26.0K shares-26.08%2026-03-312026-04-23

RRC RANGE RES CORP COM38.6K shares0.86%2026-03-312026-04-23

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF28.3K shares-6.70%2026-03-312026-04-23

VXF VANGUARD EXTENDED MARKET ETF8.4K shares0.26%2026-03-312026-04-23

EATON CORP PLC SHS EATON CORP PLC SHS4.8K shares-7.06%2026-03-312026-04-23

SII SPROTT INC COM NEW12.1K shares-18.10%2026-03-312026-04-23

ISRG INTUITIVE SURGICAL INC COM NEW3.7K shares-4.91%2026-03-312026-04-23

KO COCA COLA CO COM22.1K shares-4.88%2026-03-312026-04-23

Sponsored

IJJ ISHARES S&P MID-CAP 400 VALUE ETF12.7K shares0.00%2026-03-312026-04-23

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A8.4K shares30.07%2026-03-312026-04-23

DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND31.6K shares1.93%2026-03-312026-04-23

EEM ISHARES MSCI EMERGING MARKETS ETF29.1K shares3.37%2026-03-312026-04-23

EW EDWARDS LIFESCIENCES CORP COM20.5K shares-0.98%2026-03-312026-04-23

NEE NEXTERA ENERGY INC COM17.6K shares13.56%2026-03-312026-04-23

XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF35.3K shares-0.92%2026-03-312026-04-23

UBER UBER TECHNOLOGIES INC COM22.3K shares-41.91%2026-03-312026-04-23

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS4.7K shares31.74%2026-03-312026-04-23

VO VANGUARD MID-CAP ETF5.5K shares-8.29%2026-03-312026-04-23

SIL GLOBAL X SILVER MINERS ETF17.4K shares-18.91%2026-03-312026-04-23

XMHQ INVESCO S&P MIDCAP QUALITY ETF15.1K shares-6.28%2026-03-312026-04-23

ASML ASML HLDG NV N Y REGISTRY SHS1.2K shares31.00%2026-03-312026-04-23

EQIX EQUINIX INC COM1.6K shares-2.35%2026-03-312026-04-23

FDX FEDEX CORP COM4.2K shares-4.33%2026-03-312026-04-23

XBIL US TREASURY 6 MONTH BILL ETF30.1K shares7.61%2026-03-312026-04-23

Sponsored

AMD ADVANCED MICRO DEVICES INC COM7.2K shares-3.90%2026-03-312026-04-23

INTC INTEL CORP COM32.9K shares-2.04%2026-03-312026-04-23

CAT CATERPILLAR INC COM2.0K shares-3.95%2026-03-312026-04-23

SLV ISHARES SILVER TRUST21.2K shares-17.10%2026-03-312026-04-23

BRK.A BERKSHIRE HATHAWAY INC DEL CL A2 shares0.00%2026-03-312026-04-23

PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF28.2K shares9.60%2026-03-312026-04-23

PEP PEPSICO INC COM9.2K shares-3.01%2026-03-312026-04-23

PWR QUANTA SVCS INC COM2.6K shares-1.56%2026-03-312026-04-23

Sponsored

NOC NORTHROP GRUMMAN CORP COM2.0K shares-0.93%2026-03-312026-04-23

SLB SLB LIMITED COM STK26.7K shares1607.43%2026-03-312026-04-23

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF10.3K shares-6.09%2026-03-312026-04-23

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF19.2K shares157.51%2026-03-312026-04-23

MERCK & CO INC COM MERCK & CO INC COM11.0K shares-8.63%2026-03-312026-04-23

NKE NIKE INC CL B24.8K shares-1.02%2026-03-312026-04-23

SCZ ISHARES MSCI EAFE SMALL-CAP ETF16.6K shares-0.52%2026-03-312026-04-23

AXP AMERICAN EXPRESS CO COM4.3K shares-12.27%2026-03-312026-04-23

Sponsored

CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A20.7K shares-0.79%2026-03-312026-04-23

CSX CSX CORP COM30.7K shares-0.44%2026-03-312026-04-23

CGGR CAPITAL GROUP GROWTH ETF31.4K shares43.16%2026-03-312026-04-23

WELL WELLTOWER INC COM6.4K shares6.28%2026-03-312026-04-23

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW9.6K shares25.89%2026-03-312026-04-23

MCD MCDONALDS CORP COM4.0K shares-7.74%2026-03-312026-04-23

BUSA BRANDES U.S. VALUE ETF33.0K shares0.36%2026-03-312026-04-23

JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF15.9K shares5602.15%2026-03-312026-04-23

Sponsored

PLD PROLOGIS INC. COM9.1K shares-1.50%2026-03-312026-04-23

STERIS PLC SHS USD STERIS PLC SHS USD5.3K shares4621.43%2026-03-312026-04-23

IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF53.1K shares53.42%2026-03-312026-04-23

WPC WP CAREY INC COM17.1K shares-0.52%2026-03-312026-04-23

GDX VANECK GOLD MINERS ETF12.3K shares-6.02%2026-03-312026-04-23

LMT LOCKHEED MARTIN CORP COM1.9K shares-6.03%2026-03-312026-04-23

WCN WASTE CONNECTIONS INC COM6.7K shares-11.87%2026-03-312026-04-23

NXPI NXP SEMICONDUCTORS N V COM5.5K shares0.70%2026-03-312026-04-23

Sponsored

VGSH VANGUARD SHORT-TERM TREASURY ETF18.4K shares-0.95%2026-03-312026-04-23

IYW ISHARES U.S. TECHNOLOGY ETF5.9K shares2.98%2026-03-312026-04-23

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF13.8K shares38.16%2026-03-312026-04-23

VICR VICOR CORP COM6.5K shares-82.18%2026-03-312026-04-23

WFC WELLS FARGO & CO COM13.0K shares1.84%2026-03-312026-04-23

PM PHILIP MORRIS INTL INC COM6.2K shares-10.48%2026-03-312026-04-23

PNC PNC FINL SVCS GROUP INC COM4.9K shares-1.49%2026-03-312026-04-23

DHR DANAHER CORP DEL COM5.4K shares-9.90%2026-03-312026-04-23

Sponsored

CMG CHIPOTLE MEXICAN GRILL INC COM31.7K shares-2.27%2026-03-312026-04-23

VCRB VANGUARD CORE BOND ETF13.1K shares9.21%2026-03-312026-04-23

IWR ISHARES RUSSELL MIDCAP ETF10.3K shares0.00%2026-03-312026-04-23

QCOM QUALCOMM INC COM7.8K shares-7.67%2026-03-312026-04-23

APD AIR PRODUCTS AND CHEMICALS INC COM3.4K shares-1.10%2026-03-312026-04-23

NTES NETEASE COM INC SPONSORED ADS8.8K shares0.00%2026-03-312026-04-23

VZ VERIZON COMMUNICATIONS INC COM19.5K shares-7.85%2026-03-312026-04-23

BK BANK NEW YORK MELLON CORP COM8.3K shares-1.42%2026-03-312026-04-23

Sponsored

ADP AUTOMATIC DATA PROCESSING INC COM4.8K shares9.36%2026-03-312026-04-23

HOOD ROBINHOOD MKTS INC COM CL A13.9K shares-36.70%2026-03-312026-04-23

DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND26.8K shares-21.32%2026-03-312026-04-23

CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF15.3K shares-4.84%2026-03-312026-04-23

SNDK SANDISK CORP COM1.5K shares4285.29%2026-03-312026-04-23

IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF6.5K shares0.00%2026-03-312026-04-23

TDY TELEDYNE TECHNOLOGIES INC COM1.6K shares2.24%2026-03-312026-04-23

XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF8.6K shares-2.64%2026-03-312026-04-23

Sponsored

IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF11.1K shares15511.27%2026-03-312026-04-23

MEDTRONIC PLC SHS MEDTRONIC PLC SHS10.7K shares-4.98%2026-03-312026-04-23

FE FIRSTENERGY CORP COM18.2K shares-1.43%2026-03-312026-04-23

GLW CORNING INC COM6.7K shares-2.01%2026-03-312026-04-23

COF CAPITAL ONE FINL CORP COM5.0K shares-48.44%2026-03-312026-04-23

TCBI TEXAS CAP BANCSHARES INC COM9.6K shares0.00%2026-03-312026-04-23

PDI PIMCO DYNAMIC INCOME FD SHS53.1K shares0.57%2026-03-312026-04-23

PNQI INVESCO NASDAQ INTERNET ETF20.1K shares0.00%2026-03-312026-04-23

Sponsored

SPOT SPOTIFY TECHNOLOGY S A SHS1.8K shares-20.34%2026-03-312026-04-23

NEU NEWMARKET CORP COM1.4K sharesnew addition2026-03-312026-04-23

AMRZ AMRIZE LTD SHS15.9K shares126.71%2026-03-312026-04-23

O REALTY INCOME CORP COM14.5K shares-0.46%2026-03-312026-04-23

GNRC GENERAC HLDGS INC COM4.5K shares-13.32%2026-03-312026-04-23

SPGI S&P GLOBAL INC COM2.1K shares-34.24%2026-03-312026-04-23

IWV ISHARES RUSSELL 3000 ETF2.4K shares19.57%2026-03-312026-04-23

IJS ISHARES S&P SMALL-CAP 600 VALUE ETF7.3K shares0.00%2026-03-312026-04-23

Sponsored

IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF10.9K shares0.00%2026-03-312026-04-23

LNG CHENIERE ENERGY INC COM NEW3.0K shares136.50%2026-03-312026-04-23

DE DEERE & CO COM1.5K shares-4.97%2026-03-312026-04-23

PLTR PALANTIR TECHNOLOGIES INC CL A5.6K shares-38.46%2026-03-312026-04-23

WAB WABTEC COM3.3K shares0.06%2026-03-312026-04-23

THE CIGNA GROUP COM THE CIGNA GROUP COM3.1K shares4.74%2026-03-312026-04-23

DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF20.7K shares-1.71%2026-03-312026-04-23

NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF7.5K shares-4.26%2026-03-312026-04-23

Sponsored

BKNG BOOKING HOLDINGS INC COM187 shares-14.22%2026-03-312026-04-23

CRM SALESFORCE INC COM4.2K shares-81.49%2026-03-312026-04-23

MS MORGAN STANLEY COM NEW4.7K shares-5.93%2026-03-312026-04-23

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF5.4K shares-13.19%2026-03-312026-04-23

VST VISTRA CORP COM5.1K shares61.26%2026-03-312026-04-23

STT STATE STR CORP COM6.0K shares0.00%2026-03-312026-04-23

VMC VULCAN MATLS CO COM2.8K shares1.64%2026-03-312026-04-23

DGRS WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND14.2K shares23.33%2026-03-312026-04-23

Sponsored

VB VANGUARD SMALL-CAP ETF2.9K shares-14.72%2026-03-312026-04-23

JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF13.1K shares-2.83%2026-03-312026-04-23

QUAL ISHARES MSCI USA QUALITY FACTOR ETF3.8K shares15.84%2026-03-312026-04-23

WM WASTE MGMT INC DEL COM3.2K shares8.27%2026-03-312026-04-23

NTRA NATERA INC COM3.6K shares77.65%2026-03-312026-04-23

AFL AFLAC INC COM6.4K shares0.00%2026-03-312026-04-23

BKR BAKER HUGHES COMPANY CL A11.5K shares-0.01%2026-03-312026-04-23

CITIGROUP INC COM NEW CITIGROUP INC COM NEW6.2K shares-12.21%2026-03-312026-04-23

Sponsored

AZO AUTOZONE INC COM204 shares-5.56%2026-03-312026-04-23

CGCB CAPITAL GROUP CORE BOND ETF26.2K shares28.60%2026-03-312026-04-23

ECL ECOLAB INC COM2.6K shares-1.26%2026-03-312026-04-23

FICO FAIR ISAAC CORP COM625 shares-1.42%2026-03-312026-04-23

DHI D R HORTON INC COM4.8K shares-1.12%2026-03-312026-04-23

LH LABCORP HOLDINGS INC COM SHS2.5K shares15.51%2026-03-312026-04-23

EXPD EXPEDITORS INTL WASH INC COM4.6K shares-1.02%2026-03-312026-04-23

CMCSA COMCAST CORP NEW CL A22.7K shares-1.18%2026-03-312026-04-23

Sponsored

TROW T ROWE PRICE GROUP INC COM7.2K shares-5.40%2026-03-312026-04-23

PPTA PERPETUA RESOURCES CORP COM22.8K shares415.47%2026-03-312026-04-23

GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM1.9K shares-2.52%2026-03-312026-04-23

VRTX VERTEX PHARMACEUTICALS INC COM1.4K shares27.88%2026-03-312026-04-23

INTU INTUIT COM1.4K shares6.96%2026-03-312026-04-23

PQDI PRINCIPAL SPECTRUM PREFERRED AND INCOME ETF31.4K shares0.00%2026-03-312026-04-23

IR INGERSOLL RAND INC COM7.5K shares-1.16%2026-03-312026-04-23

NEM NEWMONT CORP COM5.5K shares232.43%2026-03-312026-04-23

Sponsored

MO ALTRIA GROUP INC COM9.0K shares4.92%2026-03-312026-04-23

PSX PHILLIPS 66 COM3.2K shares-1.43%2026-03-312026-04-23

SRE SEMPRA COM6.1K shares159.41%2026-03-312026-04-23

IBIT ISHARES BITCOIN TRUST ETF15.1K shares-8.63%2026-03-312026-04-23

AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF12.2K shares-7.58%2026-03-312026-04-23

PAYX PAYCHEX INC COM6.2K shares-12.64%2026-03-312026-04-23

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF6.5K shares1.60%2026-03-312026-04-23

T AT&T INC COM19.5K shares-4.68%2026-03-312026-04-23

Sponsored

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF5.6K shares0.00%2026-03-312026-04-23

EPD ENTERPRISE PRODS PARTNERS L P COM14.9K shares-10.33%2026-03-312026-04-23

FDN FIRST TRUST DOW JONES INTERNET INDEX FUND2.4K shares-1.64%2026-03-312026-04-23

SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF11.5K shares-35.89%2026-03-312026-04-23

IGF ISHARES GLOBAL INFRASTRUCTURE ETF8.2K shares0.00%2026-03-312026-04-23

ARISTA NETWORKS INC COM SHS ARISTA NETWORKS INC COM SHS4.4K shares186.15%2026-03-312026-04-23

SOLSTICE ADVANCED MATLS INC COM SHS SOLSTICE ADVANCED MATLS INC COM SHS7.1K sharesnew addition2026-03-312026-04-23

CB CHUBB LTD SWITZ COM1.7K shares-2.88%2026-03-312026-04-23

Sponsored

NDAQ NASDAQ INC COM6.4K shares-29.08%2026-03-312026-04-23

MPC MARATHON PETE CORP COM2.2K shares-4.06%2026-03-312026-04-23

GPIX GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF10.6K shares10.40%2026-03-312026-04-23

APH AMPHENOL CORP CL A4.2K shares-3.94%2026-03-312026-04-23

KMB KIMBERLY-CLARK CORP COM5.5K shares-4.52%2026-03-312026-04-23

TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND5.5K shares-13.68%2026-03-312026-04-23

ACGL ARCH CAP GROUP LTD ORD5.3K shares3.35%2026-03-312026-04-23

BMY BRISTOL-MYERS SQUIBB CO COM8.4K shares-9.70%2026-03-312026-04-23

Sponsored

XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF3.4K shares-41.45%2026-03-312026-04-23

ISHARES GOLD TRUST ISHARES GOLD TRUST5.7K shares-7.90%2026-03-312026-04-23

TMUS T-MOBILE US INC COM2.4K shares2.62%2026-03-312026-04-23

IBB ISHARES BIOTECHNOLOGY ETF2.9K shares-1.87%2026-03-312026-04-23

TECH BIO-TECHNE CORP COM9.3K shares-16.07%2026-03-312026-04-23

IYH ISHARES U.S. HEALTHCARE ETF7.8K shares0.00%2026-03-312026-04-23

ARGX ARGENX SE SPONSORED ADR649 shares395.42%2026-03-312026-04-23

JAVA JPMORGAN ACTIVE VALUE ETF6.6K shares0.87%2026-03-312026-04-23

Sponsored

EFV ISHARES MSCI EAFE VALUE ETF6.3K shares150.02%2026-03-312026-04-23

BA BOEING CO COM2.3K shares-14.65%2026-03-312026-04-23

DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF13.7K shares972.27%2026-03-312026-04-23

YOU CLEAR SECURE INC COM CL A9.5K shares0.00%2026-03-312026-04-23

SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF7.7K shares5.44%2026-03-312026-04-23

AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF7.1K shares-0.49%2026-03-312026-04-23

PANW PALO ALTO NETWORKS INC COM2.8K shares-61.89%2026-03-312026-04-23

ENB ENBRIDGE INC COM8.3K shares-0.33%2026-03-312026-04-23

Sponsored

EVR EVERCORE INC CLASS A1.5K shares-9.12%2026-03-312026-04-23

SCHD SCHWAB US DIVIDEND EQUITY ETF14.4K shares0.00%2026-03-312026-04-23

YORW YORK WTR CO COM14.5K shares0.00%2026-03-312026-04-23

XSD STATE STREET SPDR S&P SEMICONDUCTOR ETF1.4K shares0.00%2026-03-312026-04-23

SUSA ISHARES ESG OPTIMIZED MSCI USA ETF3.3K shares0.21%2026-03-312026-04-23

PYPL PAYPAL HLDGS INC COM9.5K shares-33.43%2026-03-312026-04-23

MU MICRON TECHNOLOGY INC COM1.3K shares65.97%2026-03-312026-04-23

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS1.1K shares237.73%2026-03-312026-04-23

Sponsored

EMR EMERSON ELEC CO COM3.2K shares-5.67%2026-03-312026-04-23

PFF ISHARES PREFERRED & INCOME SECURITIES ETF14.0K shares0.00%2026-03-312026-04-23

ITA ISHARES U.S. AEROSPACE & DEFENSE ETF1.9K shares11.53%2026-03-312026-04-23

TDG TRANSDIGM GROUP INC COM360 shares-0.83%2026-03-312026-04-23

VEA VANGUARD FTSE DEVELOPED MARKETS ETF6.5K shares11.17%2026-03-312026-04-23

FI FISERV INC COM7.4K shares-14.02%2026-03-312026-04-23

CMI CUMMINS INC COM770 shares-6.55%2026-03-312026-04-23

AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF4.1K shares12.52%2026-03-312026-04-23

Sponsored

EXC EXELON CORP COM8.3K shares0.13%2026-03-312026-04-23

IHI ISHARES U.S. MEDICAL DEVICES ETF7.3K shares0.00%2026-03-312026-04-23

IFRA ISHARES U.S. INFRASTRUCTURE ETF6.8K shares2.70%2026-03-312026-04-23

SHOP SHOPIFY INC CL A SUB VTG SHS3.2K shares-22.72%2026-03-312026-04-23

CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF12.7K shares25.01%2026-03-312026-04-23

ULTA ULTA BEAUTY INC COM709 shares-1.25%2026-03-312026-04-23

GWRE GUIDEWIRE SOFTWARE INC COM2.5K shares-15.04%2026-03-312026-04-23

REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF4.3K shares-4.28%2026-03-312026-04-23

Sponsored

CWCO CONSOLIDATED WATER CO INC ORD11.1K shares0.00%2026-03-312026-04-23

UTHR UNITED THERAPEUTICS CORP DEL COM614 shares-14.01%2026-03-312026-04-23

QQEW FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF2.9K shares0.00%2026-03-312026-04-23

BND VANGUARD TOTAL BOND MARKET ETF4.9K shares-10.91%2026-03-312026-04-23

EFG ISHARES MSCI EAFE GROWTH ETF3.2K shares809.24%2026-03-312026-04-23

IYR ISHARES U.S. REAL ESTATE ETF3.8K shares-9.49%2026-03-312026-04-23

AMAT APPLIED MATLS INC COM1.0K shares-7.69%2026-03-312026-04-23

ALL ALLSTATE CORP COM1.7K shares-4.32%2026-03-312026-04-23

Sponsored

RCL ROYAL CARIBBEAN GROUP COM1.3K shares-33.82%2026-03-312026-04-23

FANG DIAMONDBACK ENERGY INC COM1.8K shares0.63%2026-03-312026-04-23

APOLLO GLOBAL MGMT INC COM APOLLO GLOBAL MGMT INC COM3.1K shares-57.33%2026-03-312026-04-23

SHW SHERWIN WILLIAMS CO COM1.1K shares14.58%2026-03-312026-04-23

FBCG FIDELITY BLUE CHIP GROWTH ETF6.7K shares0.00%2026-03-312026-04-23

PPA INVESCO AEROSPACE & DEFENSE ETF2.0K shares0.00%2026-03-312026-04-23

BSV VANGUARD SHORT-TERM BOND ETF4.1K shares0.00%2026-03-312026-04-23

QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND1.5K shares0.00%2026-03-312026-04-23

Sponsored

TXN TEXAS INSTRS INC COM1.6K shares-12.51%2026-03-312026-04-23

PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR8.9K shares46.80%2026-03-312026-04-23

ET ENERGY TRANSFER L P COM UT LTD PTN16.4K shares-11.01%2026-03-312026-04-23

NVO NOVO-NORDISK A S ADR8.5K shares10.93%2026-03-312026-04-23

ZBH ZIMMER BIOMET HOLDINGS INC COM3.4K shares255.29%2026-03-312026-04-23

VWO VANGUARD FTSE EMERGING MARKETS ETF5.7K shares17.53%2026-03-312026-04-23

AEP AMERICAN ELEC PWR CO INC COM2.3K shares182.19%2026-03-312026-04-23

HCA HCA HEALTHCARE INC COM646 shares-1.97%2026-03-312026-04-23

Sponsored

FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF3.3K shares-7.45%2026-03-312026-04-23

VGT VANGUARD INFORMATION TECHNOLOGY ETF429 shares-67.84%2026-03-312026-04-23

MKC MCCORMICK & CO INC COM NON VTG5.9K shares-9.85%2026-03-312026-04-23

TLH ISHARES 10-20 YEAR TREASURY BOND ETF2.9K shares-7.46%2026-03-312026-04-23

ASTRAZENECA PLC ORD ASTRAZENECA PLC ORD1.5K sharesnew addition2026-03-312026-04-23

NSC NORFOLK SOUTHN CORP COM1.0K shares-4.67%2026-03-312026-04-23

LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF2.6K shares0.00%2026-03-312026-04-23

MAIN MAIN STR CAP CORP COM5.3K shares0.00%2026-03-312026-04-23

Sponsored

EWJ ISHARES MSCI JAPAN ETF3.3K shares-18.51%2026-03-312026-04-23

VHT VANGUARD HEALTH CARE ETF996 shares-4.78%2026-03-312026-04-23

ILCV ISHARES MORNINGSTAR VALUE ETF2.9K shares-4.92%2026-03-312026-04-23

SNOW SNOWFLAKE INC COM SHS1.8K shares-37.47%2026-03-312026-04-23

CPRT COPART INC COM8.0K shares21.57%2026-03-312026-04-23

YUM YUM BRANDS INC COM1.7K shares-2.31%2026-03-312026-04-23

EPI WISDOMTREE INDIA EARNINGS FUND6.3K shares-3.05%2026-03-312026-04-23

AJG GALLAGHER ARTHUR J & CO COM1.2K shares-44.97%2026-03-312026-04-23

Sponsored

SCHM SCHWAB U.S. MID-CAP ETF8.3K shares0.00%2026-03-312026-04-23

ARES ARES MANAGEMENT CORPORATION CL A COM STK2.4K shares-54.29%2026-03-312026-04-23

NVS NOVARTIS AG SPONSORED ADR1.6K shares0.00%2026-03-312026-04-23

MDLZ MONDELEZ INTL INC CL A4.3K shares-3.69%2026-03-312026-04-23

CG CARLYLE GROUP INC COM5.0K shares0.16%2026-03-312026-04-23

AVEM AVANTIS EMERGING MARKETS EQUITY ETF2.9K shares1443.46%2026-03-312026-04-23

PFE PFIZER INC COM8.4K shares-6.96%2026-03-312026-04-23

TMO THERMO FISHER SCIENTIFIC INC COM479 shares-4.96%2026-03-312026-04-23

Sponsored

BTT BLACKROCK MUN TARGET TERM TR COM SHS BEN IN10.2K shares0.00%2026-03-312026-04-23

GBCI GLACIER BANCORP INC NEW COM5.1K shares0.00%2026-03-312026-04-23

FMDE FIDELITY ENHANCED MID CAP ETF6.3K sharesnew addition2026-03-312026-04-23

COP CONOCOPHILLIPS COM1.7K shares219.07%2026-03-312026-04-23

IXN ISHARES GLOBAL TECH ETF2.3K shares0.00%2026-03-312026-04-23

DPZ DOMINOS PIZZA INC COM626 shares-40.21%2026-03-312026-04-23

SO SOUTHERN CO COM2.3K shares127.08%2026-03-312026-04-23

NVR NVR INC COM34 shares0.00%2026-03-312026-04-23

Sponsored

VV VANGUARD LARGE-CAP ETF748 shares0.00%2026-03-312026-04-23

MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST355 shares0.00%2026-03-312026-04-23

ITW ILLINOIS TOOL WKS INC COM836 shares-87.45%2026-03-312026-04-23

PLMR PALOMAR HLDGS INC COM1.8K sharesnew addition2026-03-312026-04-23

PTF INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF2.5K shares0.00%2026-03-312026-04-23

HLT HILTON WORLDWIDE HLDGS INC COM708 shares3.21%2026-03-312026-04-23

PPG PPG INDS INC COM2.0K shares-0.74%2026-03-312026-04-23

IDXX IDEXX LABS INC COM380 shares-2.06%2026-03-312026-04-23

Sponsored

CF CF INDUSTRIES HOLD COM1.6K shares-2.27%2026-03-312026-04-23

LOPE GRAND CANYON ED INC COM1.3K sharesnew addition2026-03-312026-04-23

ORLY OREILLY AUTOMOTIVE INC COM2.3K shares-7.88%2026-03-312026-04-23

SPEU STATE STREET SPDR PORTFOLIO EUROPE ETF4.1K sharesnew addition2026-03-312026-04-23

DIS DISNEY WALT CO COM2.2K shares-14.18%2026-03-312026-04-23

JCI JOHNSON CTLS INTL PLC SHS1.6K shares-6.70%2026-03-312026-04-23

CTAS CINTAS CORP COM1.2K shares-3.71%2026-03-312026-04-23

DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND2.3K shares0.00%2026-03-312026-04-23

Sponsored

FCX FREEPORT MCMORAN INC CL B3.5K shares148.76%2026-03-312026-04-23

AVMV AVANTIS U.S. MID CAP VALUE ETF2.8K shares129.25%2026-03-312026-04-23

OMF ONEMAIN HLDGS INC COM3.8K shares0.05%2026-03-312026-04-23

BLD TOPBUILD COR COM573 shares-7.73%2026-03-312026-04-23

ICE INTERCONTINENTAL EXCHANGE INC COM1.3K shares-16.06%2026-03-312026-04-23

FDS FACTSET RESH SYS INC COM920 shares31.62%2026-03-312026-04-23

ISCF ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF4.7K sharesnew addition2026-03-312026-04-23

DRI DARDEN RESTAURANTS INC COM998 shares-4.04%2026-03-312026-04-23

Sponsored

TRV TRAVELERS COMPANIES INC COM668 shares-8.49%2026-03-312026-04-23

CARR CARRIER GLOBAL CORPORATION COM3.5K shares-4.09%2026-03-312026-04-23

XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF1.2K shares-7.94%2026-03-312026-04-23

ILCG ISHARES MORNINGSTAR GROWTH ETF2.0K shares-12.93%2026-03-312026-04-23

ROST ROSS STORES INC COM888 shares-5.13%2026-03-312026-04-23

AMP AMERIPRISE FINL INC COM428 shares-10.08%2026-03-312026-04-23

WMB WILLIAMS COS INC COM2.6K shares-9.45%2026-03-312026-04-23

VIAV VIAVI SOLUTIONS INC COM5.6K shares19921.43%2026-03-312026-04-23

Sponsored

ALLW STATE STREET BRIDGEWATER ALL WEATHER ETF6.5K shares-6.72%2026-03-312026-04-23

ILCB ISHARES MORNINGSTAR U.S. EQUITY ETF2.1K shares0.00%2026-03-312026-04-23

ANGLOGOLD ASHANTI PLC COM SHS ANGLOGOLD ASHANTI PLC COM SHS1.9K sharesnew addition2026-03-312026-04-23

ICVT ISHARES CONVERTIBLE BOND ETF1.8K shares0.00%2026-03-312026-04-23

SPG SIMON PPTY GROUP INC NEW COM972 shares-10.58%2026-03-312026-04-23

FXI ISHARES CHINA LARGE-CAP ETF5.0K shares0.00%2026-03-312026-04-23

MMM 3M CO COM1.2K shares-31.63%2026-03-312026-04-23

LINDE PLC SHS LINDE PLC SHS359 shares4.06%2026-03-312026-04-23

Sponsored

MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND1.8K shares0.00%2026-03-312026-04-23

GNR STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF2.4K shares-8.80%2026-03-312026-04-23

NUV NUVEEN MUN VALUE FD INC COM19.6K shares-20.33%2026-03-312026-04-23

XYZ BLOCK INC CL A2.9K shares-10.03%2026-03-312026-04-23

RY ROYAL BK CDA COM1.1K shares3.55%2026-03-312026-04-23

CSGP COSTAR GROUP INC COM4.3K shares-30.45%2026-03-312026-04-23

CDNS CADENCE DESIGN SYSTEM INC COM617 shares-37.10%2026-03-312026-04-23

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF3.5K shares-17.39%2026-03-312026-04-23

Sponsored

VMI VALMONT INDS INC COM428 sharesnew addition2026-03-312026-04-23

HL HECLA MINING COMPANY COM9.1K sharesnew addition2026-03-312026-04-23

CTVA CORTEVA INC COM2.0K shares-0.39%2026-03-312026-04-23

ROL ROLLINS INC COM3.2K shares0.00%2026-03-312026-04-23

UITB VICTORYSHARES CORE INTERMEDIATE BOND ETF3.6K shares1.59%2026-03-312026-04-23

ADBE ADOBE INC COM686 shares-15.10%2026-03-312026-04-23

BSX BOSTON SCIENTIFIC CORP COM2.6K shares-74.35%2026-03-312026-04-23

INFY INFOSYS LTD SPONSORED ADR12.1K shares-31.74%2026-03-312026-04-23

Sponsored

BARRICK MNG CORP COM SHS BARRICK MNG CORP COM SHS4.0K shares5850.75%2026-03-312026-04-23

RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF5.3K shares0.00%2026-03-312026-04-23

BUFF INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF3.2K shares0.00%2026-03-312026-04-23

HURN HURON CONSULTING GROUP INC COM1.3K sharesnew addition2026-03-312026-04-23

JPST JPMORGAN ULTRA-SHORT INCOME ETF3.1K shares-22.14%2026-03-312026-04-23

SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF2.3K shares0.00%2026-03-312026-04-23

ROP ROPER TECHNOLOGIES INC COM443 shares-3.70%2026-03-312026-04-23

BABA ALIBABA GROUP HLDG LTD SPONSORED ADS1.2K shares-98.15%2026-03-312026-04-23

Sponsored

CHKP CHECK POINT SOFTWARE TECH LTD ORD1.1K shares2.43%2026-03-312026-04-23

MGK VANGUARD MEGA CAP GROWTH ETF425 sharesnew addition2026-03-312026-04-23

RPM RPM INTL INC COM1.6K shares0.00%2026-03-312026-04-23

CAH CARDINAL HEALTH INC COM736 shares1.38%2026-03-312026-04-23

KMI KINDER MORGAN INC DEL COM4.6K shares-12.85%2026-03-312026-04-23

NBTB NBT BANCORP INC COM3.6K shares0.00%2026-03-312026-04-23

UYG PROSHARES ULTRA FINANCIALS2.1K shares0.00%2026-03-312026-04-23

PFG PRINCIPAL FINANCIAL GROUP INC COM1.7K shares3.02%2026-03-312026-04-23

Sponsored

NICE NICE LTD SPONSORED ADR1.4K shares-45.09%2026-03-312026-04-23

BILZ PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND1.5K sharesnew addition2026-03-312026-04-23

EBAY EBAY INC. COM1.6K shares0.00%2026-03-312026-04-23

CL COLGATE PALMOLIVE CO COM1.8K shares-3.42%2026-03-312026-04-23

LHX L3HARRIS TECHNOLOGIES INC COM429 shares-5.51%2026-03-312026-04-23

SOUN SOUNDHOUND AI INC CLASS A COM21.6K shares30.21%2026-03-312026-04-23

XOP STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF800 shares0.00%2026-03-312026-04-23

DELL DELL TECHNOLOGIES INC CL C854 shares-60.19%2026-03-312026-04-23

Sponsored

BINC ISHARES FLEXIBLE INCOME ACTIVE ETF2.7K shares0.52%2026-03-312026-04-23

SCHA SCHWAB U.S. SMALL-CAP ETF4.8K shares0.40%2026-03-312026-04-23

LYV LIVE NATION ENTERTAINMENT INC COM900 shares-12.71%2026-03-312026-04-23

RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF3.0K shares0.00%2026-03-312026-04-23

JAJL INNOVATOR EQUITY DEFINED PROTECTION ETF - 6MO JAN/JUL4.7K shares0.00%2026-03-312026-04-23

VEEV VEEVA SYS INC CL A COM775 shares-55.07%2026-03-312026-04-23

AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF1.5K shares-5.08%2026-03-312026-04-23

SPTI STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF4.7K shares0.00%2026-03-312026-04-23

Sponsored

AME AMETEK INC COM615 shares-6.82%2026-03-312026-04-23

HEI HEICO CORP NEW COM480 shares0.00%2026-03-312026-04-23

AIG AMERICAN INTL GROUP INC COM NEW1.7K shares6.61%2026-03-312026-04-23

AIZ ASSURANT INC COM600 shares-17.01%2026-03-312026-04-23

VAC MARRIOTT VACATIONS WORLDWIDE C COM2.0K shares0.00%2026-03-312026-04-23

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF2.2K shares-21.34%2026-03-312026-04-23

IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF6.0K shares95.14%2026-03-312026-04-23

FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND615 shares0.00%2026-03-312026-04-23

Sponsored

VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF839 shares60.42%2026-03-312026-04-23

FIVE FIVE BELOW INC COM526 shares0.00%2026-03-312026-04-23

BDX BECTON DICKINSON & CO COM763 shares-2.68%2026-03-312026-04-23

QNITY ELECTRONICS INC COMMON STOCK QNITY ELECTRONICS INC COMMON STOCK1.0K sharesnew addition2026-03-312026-04-23

SYY SYSCO CORP COM1.7K shares1.45%2026-03-312026-04-23

IXG ISHARES GLOBAL FINANCIALS ETF1.0K shares0.00%2026-03-312026-04-23

USMV ISHARES MSCI USA MIN VOL FACTOR ETF1.3K shares0.00%2026-03-312026-04-23

BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF3.5K shares103.69%2026-03-312026-04-23

Sponsored

WDC WESTERN DIGITAL CORP COM429 shares43.00%2026-03-312026-04-23

IEF ISHARES 7-10 YEAR TREASURY BOND ETF1.2K shares-81.38%2026-03-312026-04-23

BST BLACKROCK SCIENCE & TECHNOLOGY SHS3.2K shares0.00%2026-03-312026-04-23

IYJ ISHARES U.S. INDUSTRIALS ETF775 shares0.00%2026-03-312026-04-23

SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF2.5K shares0.00%2026-03-312026-04-23

CRSP CRISPR THERAPEUTICS AG NAMEN AKT2.4K shares0.00%2026-03-312026-04-23

OTIS OTIS WORLDWIDE CORP COM1.5K shares-4.59%2026-03-312026-04-23

EQT CORP COM EQT CORP COM1.8K shares6.78%2026-03-312026-04-23

Sponsored

SDY STATE STREET SPDR S&P DIVIDEND ETF765 shares17.69%2026-03-312026-04-23

ADI ANALOG DEVICES INC COM350 shares-29.44%2026-03-312026-04-23

TT TRANE TECHNOLOGIES PLC SHS266 shares-6.67%2026-03-312026-04-23

SCHW SCHWAB CHARLES CORP COM1.2K shares-84.98%2026-03-312026-04-23

NET CLOUDFLARE INC CL A COM530 shares260.54%2026-03-312026-04-23

GPC GENUINE PARTS CO COM1.0K shares-4.08%2026-03-312026-04-23

LULU LULULEMON ATHLETICA INC COM709 shares-4.70%2026-03-312026-04-23

DOV DOVER CORP COM514 shares0.00%2026-03-312026-04-23

Sponsored

ZSEP INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR SEPTEMBER4.0K shares0.00%2026-03-312026-04-23

ZFEB INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR FEBRUARY4.2K shares0.00%2026-03-312026-04-23

WSM WILLIAMS SONOMA INC COM577 shares-2.70%2026-03-312026-04-23

COEUR MNG INC COM NEW COEUR MNG INC COM NEW5.5K sharesnew addition2026-03-312026-04-23

MAR

MARRIOTT INTL INC NEW CL A

-5.73%

Shares533.9K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC COM

-10.39%

Shares322.5K

Event2026-03-31

Filed2026-04-23

ALPHABET INC CAP STK CL A

-5.00%

Shares171.3K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC COM

-25.44%

Shares230.9K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP COM

-37.55%

Shares95.0K

Event2026-03-31

Filed2026-04-23

BERKSHIRE HATHAWAY INC DEL CL B NEW

-72.91%

Shares64.2K

Event2026-03-31

Filed2026-04-23

ALPHABET INC CAP STK CL C

-18.32%

Shares64.5K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO COM

-19.37%

Shares55.8K

Event2026-03-31

Filed2026-04-23

IVV

ISHARES CORE S&P 500 ETF

0.81%

Shares24.7K

Event2026-03-31

Filed2026-04-23

GLDM

SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST

-7.02%

Shares170.5K

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD TOTAL STOCK MARKET ETF

0.30%

Shares45.9K

Event2026-03-31

Filed2026-04-23

VUG

VANGUARD GROWTH ETF

7.53%

Shares33.7K

Event2026-03-31

Filed2026-04-23

INVESCO S&P 500 EQUAL WEIGHT ETF

10.40%

Shares71.9K

Event2026-03-31

Filed2026-04-23

MASTERCARD INCORPORATED CL A

-1.59%

Shares27.3K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION COM

-9.99%

Shares77.0K

Event2026-03-31

Filed2026-04-23

VTV

VANGUARD VALUE ETF

13.33%

Shares68.0K

Event2026-03-31

Filed2026-04-23

VANGUARD S&P 500 ETF

0.84%

Shares21.5K

Event2026-03-31

Filed2026-04-23

GLD

SPDR GOLD SHARES

3.09%

Shares28.5K

Event2026-03-31

Filed2026-04-23

VISA INC COM CL A

-2.72%

Shares40.1K

Event2026-03-31

Filed2026-04-23

IWN

ISHARES RUSSELL 2000 VALUE ETF

-0.60%

Shares60.1K

Event2026-03-31

Filed2026-04-23

JNJ

JOHNSON & JOHNSON COM

-3.34%

Shares40.8K

Event2026-03-31

Filed2026-04-23

VOE

VANGUARD MID-CAP VALUE ETF

16.17%

Shares49.6K

Event2026-03-31

Filed2026-04-23

LLY

ELI LILLY & CO COM

-1.68%

Shares9.9K

Event2026-03-31

Filed2026-04-23

BIL

STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

-0.05%

Shares97.2K

Event2026-03-31

Filed2026-04-23

IEFA

ISHARES CORE MSCI EAFE ETF

-2.72%

Shares93.1K

Event2026-03-31

Filed2026-04-23

SPY

STATE STREET SPDR S&P 500 ETF

-11.08%

Shares12.8K

Event2026-03-31

Filed2026-04-23

BROADCOM INC COM

-8.27%

Shares26.4K

Event2026-03-31

Filed2026-04-23

AMGN

AMGEN INC COM

-2.48%

Shares22.9K

Event2026-03-31

Filed2026-04-23

META

META PLATFORMS INC CL A

-6.53%

Shares13.8K

Event2026-03-31

Filed2026-04-23

VOT

VANGUARD MID-CAP GROWTH ETF

19.76%

Shares29.9K

Event2026-03-31

Filed2026-04-23

EFA

ISHARES MSCI EAFE ETF

-0.13%

Shares77.9K

Event2026-03-31

Filed2026-04-23

VNQ

VANGUARD REAL ESTATE ETF

4.41%

Shares83.5K

Event2026-03-31

Filed2026-04-23

IWY

ISHARES RUSSELL TOP 200 GROWTH ETF

0.51%

Shares29.4K

Event2026-03-31

Filed2026-04-23

GDXJ

VANECK JUNIOR GOLD MINERS ETF

14.60%

Shares59.4K

Event2026-03-31

Filed2026-04-23

BLACKROCK INC COM

-1.68%

Shares7.3K

Event2026-03-31

Filed2026-04-23

JAAA

JANUS HENDERSON AAA CLO ETF

-1.96%

Shares137.0K

Event2026-03-31

Filed2026-04-23

WMT

WALMART INC COM

-4.47%

Shares55.5K

Event2026-03-31

Filed2026-04-23

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

20.27%

Shares95.1K

Event2026-03-31

Filed2026-04-23

XOM

EXXON MOBIL CORP COM

-0.76%

Shares39.3K

Event2026-03-31

Filed2026-04-23

COST

COSTCO WHOLESALE CORPORATION COM

-3.94%

Shares6.7K

Event2026-03-31

Filed2026-04-23

JSI

JANUS HENDERSON SECURITIZED INCOME ETF

38.43%

Shares119.7K

Event2026-03-31

Filed2026-04-23

IWF

ISHARES RUSSELL 1000 GROWTH ETF

0.76%

Shares14.5K

Event2026-03-31

Filed2026-04-23

BAC

BANK OF AMER CORP COM

9.68%

Shares121.0K

Event2026-03-31

Filed2026-04-23

DFIS

DIMENSIONAL INTERNATIONAL SMALL CAP ETF

8.66%

Shares171.7K

Event2026-03-31

Filed2026-04-23

IWO

ISHARES RUSSELL 2000 GROWTH ETF

-1.97%

Shares18.1K

Event2026-03-31

Filed2026-04-23

RISR

FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF

53.64%

Shares151.1K

Event2026-03-31

Filed2026-04-23

IJH

ISHARES CORE S&P MID-CAP ETF

4.03%

Shares78.9K

Event2026-03-31

Filed2026-04-23

GEV

GE VERNOVA INC COM

-0.45%

Shares6.0K

Event2026-03-31

Filed2026-04-23

TSLA

TESLA INC COM

-0.33%

Shares13.4K

Event2026-03-31

Filed2026-04-23

GOLDMAN SACHS GROUP INC COM

28.99%

Shares5.9K

Event2026-03-31

Filed2026-04-23

MGNR

AMERICAN BEACON GLG NATURAL RESOURCES ETF

19.87%

Shares94.9K

Event2026-03-31

Filed2026-04-23

IVW

ISHARES S&P 500 GROWTH ETF

2.29%

Shares42.3K

Event2026-03-31

Filed2026-04-23

IWX

ISHARES RUSSELL TOP 200 VALUE ETF

0.11%

Shares50.3K

Event2026-03-31

Filed2026-04-23

IWB

ISHARES RUSSELL 1000 ETF

-0.74%

Shares13.0K

Event2026-03-31

Filed2026-04-23

IWP

ISHARES RUSSELL MID-CAP GROWTH ETF

0.98%

Shares35.6K

Event2026-03-31

Filed2026-04-23

INVESCO QQQ TRUST SERIES I

-2.42%

Shares7.8K

Event2026-03-31

Filed2026-04-23

IVE

ISHARES S&P 500 VALUE ETF

2.54%

Shares21.1K

Event2026-03-31

Filed2026-04-23

VBK

VANGUARD SMALL-CAP GROWTH ETF

14.52%

Shares14.7K

Event2026-03-31

Filed2026-04-23

IWD

ISHARES RUSSELL 1000 VALUE ETF

4.43%

Shares20.5K

Event2026-03-31

Filed2026-04-23

ABBV

ABBVIE INC COM

-9.24%

Shares20.1K

Event2026-03-31

Filed2026-04-23

IJR

ISHARES CORE S&P SMALL CAP ETF

15.66%

Shares34.9K

Event2026-03-31

Filed2026-04-23

UNH

UNITEDHEALTH GROUP INC COM

-23.27%

Shares15.8K

Event2026-03-31

Filed2026-04-23

HOME DEPOT INC COM

-13.88%

Shares12.1K

Event2026-03-31

Filed2026-04-23

CRWD

CROWDSTRIKE HLDGS INC CL A

-5.03%

Shares10.2K

Event2026-03-31

Filed2026-04-23

SBUX

STARBUCKS CORP COM

-2.18%

Shares44.1K

Event2026-03-31

Filed2026-04-23

AEM

AGNICO EAGLE MINES LTD COM

7.25%

Shares19.2K

Event2026-03-31

Filed2026-04-23

PROCTER & GAMBLE CO COM

2.77%

Shares26.8K

Event2026-03-31

Filed2026-04-23

CVX

CHEVRON CORPORATION COM

-3.01%

Shares17.6K

Event2026-03-31

Filed2026-04-23

MKL

MARKEL GROUP INC COM

2.37%

Shares1.9K

Event2026-03-31

Filed2026-04-23

IWS

ISHARES RUSSELL MID-CAP VALUE ETF

-1.69%

Shares23.4K

Event2026-03-31

Filed2026-04-23

HON

HONEYWELL INTL INC COM

-1.54%

Shares15.0K

Event2026-03-31

Filed2026-04-23

VIG

VANGUARD DIVIDEND APPRECIATION ETF

-2.85%

Shares15.6K

Event2026-03-31

Filed2026-04-23

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

6.63%

Shares22.4K

Event2026-03-31

Filed2026-04-23

HELO

JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF

16.03%

Shares49.9K

Event2026-03-31

Filed2026-04-23

SHY

ISHARES 1-3 YEAR TREASURY BOND ETF

-25.45%

Shares38.6K

Event2026-03-31

Filed2026-04-23

CCJ

CAMECO CORP COM

-4.76%

Shares29.0K

Event2026-03-31

Filed2026-04-23

TCAF

T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF

10.26%

Shares83.9K

Event2026-03-31

Filed2026-04-23

TJX

TJX COS INC NEW COM

-0.92%

Shares18.6K

Event2026-03-31

Filed2026-04-23

IBDS

ISHARES IBONDS DEC 2027 TERM CORPORATE ETF

17.79%

Shares121.8K

Event2026-03-31

Filed2026-04-23

IBDT

ISHARES IBONDS DEC 2028 TERM CORPORATE ETF

10.82%

Shares114.6K

Event2026-03-31

Filed2026-04-23

AGI

ALAMOS GOLD INC COM CL A

-0.51%

Shares65.3K

Event2026-03-31

Filed2026-04-23

GE AEROSPACE COM NEW

-1.06%

Shares10.1K

Event2026-03-31

Filed2026-04-23

RTX

RTX CORPORATION COM

-9.37%

Shares14.8K

Event2026-03-31

Filed2026-04-23

SILJ

AMPLIFY JUNIOR SILVER MINERS ETF

6304.67%

Shares96.1K

Event2026-03-31

Filed2026-04-23

FVD

FIRST TRUST VALUE LINE DIVIDEND INDEX FUND

-22.26%

Shares58.7K

Event2026-03-31

Filed2026-04-23

ABT

ABBOTT LABORATORIES COM

-2.45%

Shares25.8K

Event2026-03-31

Filed2026-04-23

JEPI

JPMORGAN EQUITY PREMIUM INCOME ETF

-2.49%

Shares46.5K

Event2026-03-31

Filed2026-04-23

CEG

CONSTELLATION ENERGY CORP COM

1.33%

Shares9.4K

Event2026-03-31

Filed2026-04-23

CSCO

CISCO SYS INC COM

3.13%

Shares33.3K

Event2026-03-31

Filed2026-04-23

SUNCOR ENERGY INC NEW COM

2.03%

Shares38.8K

Event2026-03-31

Filed2026-04-23

IBDR

ISHARES IBONDS DEC 2026 TERM CORPORATE ETF

3.63%

Shares101.8K

Event2026-03-31

Filed2026-04-23

AMT

AMERICAN TOWER CORP COM

-3.06%

Shares14.2K

Event2026-03-31

Filed2026-04-23

CGDV

CAPITAL GROUP DIVIDEND VALUE ETF

11.70%

Shares57.2K

Event2026-03-31

Filed2026-04-23

HGER

HARBOR COMMODITY ALL-WEATHER STRATEGY ETF

6.87%

Shares77.9K

Event2026-03-31

Filed2026-04-23

ICF

ISHARES SELECT U.S. REIT ETF

2.60%

Shares38.8K

Event2026-03-31

Filed2026-04-23

TXRH

TEXAS ROADHOUSE INC COM

-9.23%

Shares14.2K

Event2026-03-31

Filed2026-04-23

QUS

STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF

0.86%

Shares13.5K

Event2026-03-31

Filed2026-04-23

NFLX

NETFLIX INC. COM

-51.22%

Shares23.7K

Event2026-03-31

Filed2026-04-23

VRT

VERTIV HOLDINGS CO COM CL A

0.86%

Shares8.9K

Event2026-03-31

Filed2026-04-23

VBR

VANGUARD SMALL CAP VALUE ETF

36.20%

Shares10.2K

Event2026-03-31

Filed2026-04-23

LOW

LOWES COS INC COM

-9.54%

Shares9.3K

Event2026-03-31

Filed2026-04-23

XBI

STATE STREET SPDR S&P BIOTECH ETF

4.84%

Shares16.9K

Event2026-03-31

Filed2026-04-23

AVDE

AVANTIS INTERNATIONAL EQUITY ETF

23.57%

Shares25.4K

Event2026-03-31

Filed2026-04-23

HDV

ISHARES CORE HIGH DIVIDEND ETF

6.94%

Shares15.7K

Event2026-03-31

Filed2026-04-23

UNP

UNION PAC CORP COM

-4.21%

Shares8.7K

Event2026-03-31

Filed2026-04-23

IBM

INTERNATIONAL BUSINESS MACHS COM

-13.04%

Shares8.5K

Event2026-03-31

Filed2026-04-23

VEU

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND

9.58%

Shares27.3K

Event2026-03-31

Filed2026-04-23

KLAC

KLA CORP COM NEW

29.20%

Shares1.4K

Event2026-03-31

Filed2026-04-23

BLACKSTONE INC COM

-47.51%

Shares17.6K

Event2026-03-31

Filed2026-04-23

URI

UNITED RENTALS INC COM

22.78%

Shares2.7K

Event2026-03-31

Filed2026-04-23

DVY

ISHARES SELECT DIVIDEND ETF

13.41%

Shares13.0K

Event2026-03-31

Filed2026-04-23

IBDU

ISHARES IBONDS DEC 2029 TERM CORPORATE ETF

30.04%

Shares84.6K

Event2026-03-31

Filed2026-04-23

FAST

FASTENAL CO COM

-0.93%

Shares41.3K

Event2026-03-31

Filed2026-04-23

REGN

REGENERON PHARMACEUTICALS COM

-0.68%

Shares2.5K

Event2026-03-31

Filed2026-04-23

IWM

ISHARES RUSSELL 2000 ETF

0.97%

Shares7.5K

Event2026-03-31

Filed2026-04-23

IJK

ISHARES S&P MID-CAP 400 GROWTH ETF

9.46%

Shares18.4K

Event2026-03-31

Filed2026-04-23

JMBS

JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF

-18.63%

Shares40.7K

Event2026-03-31

Filed2026-04-23

ORCL

ORACLE CORP COM

-25.24%

Shares12.5K

Event2026-03-31

Filed2026-04-23

DLR

DIGITAL RLTY TR INC COM

-27.44%

Shares10.1K

Event2026-03-31

Filed2026-04-23

SYK

STRYKER CORPORATION COM

-26.61%

Shares5.5K

Event2026-03-31

Filed2026-04-23

ACWX

ISHARES MSCI ACWI EX U.S. ETF

-26.08%

Shares26.0K

Event2026-03-31

Filed2026-04-23

RRC

RANGE RES CORP COM

0.86%

Shares38.6K

Event2026-03-31

Filed2026-04-23

XLE

STATE STREET ENERGY SELECT SECTOR SPDR ETF

-6.70%

Shares28.3K

Event2026-03-31

Filed2026-04-23

VXF

VANGUARD EXTENDED MARKET ETF

0.26%

Shares8.4K

Event2026-03-31

Filed2026-04-23

EATON CORP PLC SHS

-7.06%

Shares4.8K

Event2026-03-31

Filed2026-04-23

SII

SPROTT INC COM NEW

-18.10%

Shares12.1K

Event2026-03-31

Filed2026-04-23

ISRG

INTUITIVE SURGICAL INC COM NEW

-4.91%

Shares3.7K

Event2026-03-31

Filed2026-04-23

COCA COLA CO COM

-4.88%

Shares22.1K

Event2026-03-31

Filed2026-04-23

IJJ

ISHARES S&P MID-CAP 400 VALUE ETF

0.00%

Shares12.7K

Event2026-03-31

Filed2026-04-23

ACCENTURE PLC IRELAND SHS CLASS A

30.07%

Shares8.4K

Event2026-03-31

Filed2026-04-23

DON

WISDOMTREE U.S. MIDCAP DIVIDEND FUND

1.93%

Shares31.6K

Event2026-03-31

Filed2026-04-23

EEM

ISHARES MSCI EMERGING MARKETS ETF

3.37%

Shares29.1K

Event2026-03-31

Filed2026-04-23

EDWARDS LIFESCIENCES CORP COM

-0.98%

Shares20.5K

Event2026-03-31

Filed2026-04-23

NEE

NEXTERA ENERGY INC COM

13.56%

Shares17.6K

Event2026-03-31

Filed2026-04-23

XLU

STATE STREET UTILITIES SELECT SECTOR SPDR ETF

-0.92%

Shares35.3K

Event2026-03-31

Filed2026-04-23

UBER

UBER TECHNOLOGIES INC COM

-41.91%

Shares22.3K

Event2026-03-31

Filed2026-04-23

TSM

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

31.74%

Shares4.7K

Event2026-03-31

Filed2026-04-23

VANGUARD MID-CAP ETF

-8.29%

Shares5.5K

Event2026-03-31

Filed2026-04-23

SIL

GLOBAL X SILVER MINERS ETF

-18.91%

Shares17.4K

Event2026-03-31

Filed2026-04-23

XMHQ

INVESCO S&P MIDCAP QUALITY ETF

-6.28%

Shares15.1K

Event2026-03-31

Filed2026-04-23

ASML

ASML HLDG NV N Y REGISTRY SHS

31.00%

Shares1.2K

Event2026-03-31

Filed2026-04-23

EQIX

EQUINIX INC COM

-2.35%

Shares1.6K

Event2026-03-31

Filed2026-04-23

FDX

FEDEX CORP COM

-4.33%

Shares4.2K

Event2026-03-31

Filed2026-04-23

XBIL

US TREASURY 6 MONTH BILL ETF

7.61%

Shares30.1K

Event2026-03-31

Filed2026-04-23

AMD

ADVANCED MICRO DEVICES INC COM

-3.90%

Shares7.2K

Event2026-03-31

Filed2026-04-23

INTC

INTEL CORP COM

-2.04%

Shares32.9K

Event2026-03-31

Filed2026-04-23

CAT

CATERPILLAR INC COM

-3.95%

Shares2.0K

Event2026-03-31

Filed2026-04-23

SLV

ISHARES SILVER TRUST

-17.10%

Shares21.2K

Event2026-03-31

Filed2026-04-23

BRK.A

BERKSHIRE HATHAWAY INC DEL CL A

0.00%

Shares2

Event2026-03-31

Filed2026-04-23

PAVE

GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF

9.60%

Shares28.2K

Event2026-03-31

Filed2026-04-23

PEP

PEPSICO INC COM

-3.01%

Shares9.2K

Event2026-03-31

Filed2026-04-23

PWR

QUANTA SVCS INC COM

-1.56%

Shares2.6K

Event2026-03-31

Filed2026-04-23

NOC

NORTHROP GRUMMAN CORP COM

-0.93%

Shares2.0K

Event2026-03-31

Filed2026-04-23

SLB

SLB LIMITED COM STK

1607.43%

Shares26.7K

Event2026-03-31

Filed2026-04-23

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

-6.09%

Shares10.3K

Event2026-03-31

Filed2026-04-23

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

157.51%

Shares19.2K

Event2026-03-31

Filed2026-04-23

MERCK & CO INC COM

-8.63%

Shares11.0K

Event2026-03-31

Filed2026-04-23

NKE

NIKE INC CL B

-1.02%

Shares24.8K

Event2026-03-31

Filed2026-04-23

SCZ

ISHARES MSCI EAFE SMALL-CAP ETF

-0.52%

Shares16.6K

Event2026-03-31

Filed2026-04-23

AXP

AMERICAN EXPRESS CO COM

-12.27%

Shares4.3K

Event2026-03-31

Filed2026-04-23

CTSH

COGNIZANT TECHNOLOGY SOLUTIONS CL A

-0.79%

Shares20.7K

Event2026-03-31

Filed2026-04-23

CSX

CSX CORP COM

-0.44%

Shares30.7K

Event2026-03-31

Filed2026-04-23

CGGR

CAPITAL GROUP GROWTH ETF

43.16%

Shares31.4K

Event2026-03-31

Filed2026-04-23

WELL

WELLTOWER INC COM

6.28%

Shares6.4K

Event2026-03-31

Filed2026-04-23

DUKE ENERGY CORP NEW COM NEW

25.89%

Shares9.6K

Event2026-03-31

Filed2026-04-23

MCD

MCDONALDS CORP COM

-7.74%

Shares4.0K

Event2026-03-31

Filed2026-04-23

BUSA

BRANDES U.S. VALUE ETF

0.36%

Shares33.0K

Event2026-03-31

Filed2026-04-23

JIRE

JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF

5602.15%

Shares15.9K

Event2026-03-31

Filed2026-04-23

PLD

PROLOGIS INC. COM

-1.50%

Shares9.1K

Event2026-03-31

Filed2026-04-23

STERIS PLC SHS USD

4621.43%

Shares5.3K

Event2026-03-31

Filed2026-04-23

IBDV

ISHARES IBONDS DEC 2030 TERM CORPORATE ETF

53.42%

Shares53.1K

Event2026-03-31

Filed2026-04-23

WPC

WP CAREY INC COM

-0.52%

Shares17.1K

Event2026-03-31

Filed2026-04-23

GDX

VANECK GOLD MINERS ETF

-6.02%

Shares12.3K

Event2026-03-31

Filed2026-04-23

LMT

LOCKHEED MARTIN CORP COM

-6.03%

Shares1.9K

Event2026-03-31

Filed2026-04-23

WCN

WASTE CONNECTIONS INC COM

-11.87%

Shares6.7K

Event2026-03-31

Filed2026-04-23

NXPI

NXP SEMICONDUCTORS N V COM

0.70%

Shares5.5K

Event2026-03-31

Filed2026-04-23

VGSH

VANGUARD SHORT-TERM TREASURY ETF

-0.95%

Shares18.4K

Event2026-03-31

Filed2026-04-23

IYW

ISHARES U.S. TECHNOLOGY ETF

2.98%

Shares5.9K

Event2026-03-31

Filed2026-04-23

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

38.16%

Shares13.8K

Event2026-03-31

Filed2026-04-23

VICR

VICOR CORP COM

-82.18%

Shares6.5K

Event2026-03-31

Filed2026-04-23

WFC

WELLS FARGO & CO COM

1.84%

Shares13.0K

Event2026-03-31

Filed2026-04-23

PHILIP MORRIS INTL INC COM

-10.48%

Shares6.2K

Event2026-03-31

Filed2026-04-23

PNC

PNC FINL SVCS GROUP INC COM

-1.49%

Shares4.9K

Event2026-03-31

Filed2026-04-23

DHR

DANAHER CORP DEL COM

-9.90%

Shares5.4K

Event2026-03-31

Filed2026-04-23

CMG

CHIPOTLE MEXICAN GRILL INC COM

-2.27%

Shares31.7K

Event2026-03-31

Filed2026-04-23

VCRB

VANGUARD CORE BOND ETF

9.21%

Shares13.1K

Event2026-03-31

Filed2026-04-23

IWR

ISHARES RUSSELL MIDCAP ETF

0.00%

Shares10.3K

Event2026-03-31

Filed2026-04-23

QCOM

QUALCOMM INC COM

-7.67%

Shares7.8K

Event2026-03-31

Filed2026-04-23

APD

AIR PRODUCTS AND CHEMICALS INC COM

-1.10%

Shares3.4K

Event2026-03-31

Filed2026-04-23

NTES

NETEASE COM INC SPONSORED ADS

0.00%

Shares8.8K

Event2026-03-31

Filed2026-04-23

VERIZON COMMUNICATIONS INC COM

-7.85%

Shares19.5K

Event2026-03-31

Filed2026-04-23

BANK NEW YORK MELLON CORP COM

-1.42%

Shares8.3K

Event2026-03-31

Filed2026-04-23

ADP

AUTOMATIC DATA PROCESSING INC COM

9.36%

Shares4.8K

Event2026-03-31

Filed2026-04-23

HOOD

ROBINHOOD MKTS INC COM CL A

-36.70%

Shares13.9K

Event2026-03-31

Filed2026-04-23

DES

WISDOMTREE U.S. SMALLCAP DIVIDEND FUND

-21.32%

Shares26.8K

Event2026-03-31

Filed2026-04-23

CIBR

FIRST TRUST NASDAQ CYBERSECURITY ETF

-4.84%

Shares15.3K

Event2026-03-31

Filed2026-04-23

SNDK

SANDISK CORP COM

4285.29%

Shares1.5K

Event2026-03-31

Filed2026-04-23

IJT

ISHARES S&P SMALL-CAP 600 GROWTH ETF

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-23

TDY

TELEDYNE TECHNOLOGIES INC COM

2.24%

Shares1.6K

Event2026-03-31

Filed2026-04-23

XLY

STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF

-2.64%

Shares8.6K

Event2026-03-31

Filed2026-04-23

IDEV

ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF

15511.27%

Shares11.1K

Event2026-03-31

Filed2026-04-23

MEDTRONIC PLC SHS

-4.98%

Shares10.7K

Event2026-03-31

Filed2026-04-23

FIRSTENERGY CORP COM

-1.43%

Shares18.2K

Event2026-03-31

Filed2026-04-23

GLW

CORNING INC COM

-2.01%

Shares6.7K

Event2026-03-31

Filed2026-04-23

COF

CAPITAL ONE FINL CORP COM

-48.44%

Shares5.0K

Event2026-03-31

Filed2026-04-23

TCBI

TEXAS CAP BANCSHARES INC COM

0.00%

Shares9.6K

Event2026-03-31

Filed2026-04-23

PDI

PIMCO DYNAMIC INCOME FD SHS

0.57%

Shares53.1K

Event2026-03-31

Filed2026-04-23

PNQI

INVESCO NASDAQ INTERNET ETF

0.00%

Shares20.1K

Event2026-03-31

Filed2026-04-23

SPOT

SPOTIFY TECHNOLOGY S A SHS

-20.34%

Shares1.8K

Event2026-03-31

Filed2026-04-23

NEU

NEWMARKET CORP COM

New

Shares1.4K

Event2026-03-31

Filed2026-04-23

AMRZ

AMRIZE LTD SHS

126.71%

Shares15.9K

Event2026-03-31

Filed2026-04-23

REALTY INCOME CORP COM

-0.46%

Shares14.5K

Event2026-03-31

Filed2026-04-23

GNRC

GENERAC HLDGS INC COM

-13.32%

Shares4.5K

Event2026-03-31

Filed2026-04-23

SPGI

S&P GLOBAL INC COM

-34.24%

Shares2.1K

Event2026-03-31

Filed2026-04-23

IWV

ISHARES RUSSELL 3000 ETF

19.57%

Shares2.4K

Event2026-03-31

Filed2026-04-23

IJS

ISHARES S&P SMALL-CAP 600 VALUE ETF

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-23

IMCG

ISHARES MORNINGSTAR MID-CAP GROWTH ETF

0.00%

Shares10.9K

Event2026-03-31

Filed2026-04-23

LNG

CHENIERE ENERGY INC COM NEW

136.50%

Shares3.0K

Event2026-03-31

Filed2026-04-23

DEERE & CO COM

-4.97%

Shares1.5K

Event2026-03-31

Filed2026-04-23

PLTR

PALANTIR TECHNOLOGIES INC CL A

-38.46%

Shares5.6K

Event2026-03-31

Filed2026-04-23

WAB

WABTEC COM

0.06%

Shares3.3K

Event2026-03-31

Filed2026-04-23

THE CIGNA GROUP COM

4.74%

Shares3.1K

Event2026-03-31

Filed2026-04-23

DISV

DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF

-1.71%

Shares20.7K

Event2026-03-31

Filed2026-04-23

NOBL

PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF

-4.26%

Shares7.5K

Event2026-03-31

Filed2026-04-23

BKNG

BOOKING HOLDINGS INC COM

-14.22%

Shares187

Event2026-03-31

Filed2026-04-23

CRM

SALESFORCE INC COM

-81.49%

Shares4.2K

Event2026-03-31

Filed2026-04-23

MORGAN STANLEY COM NEW

-5.93%

Shares4.7K

Event2026-03-31

Filed2026-04-23

ITOT

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

-13.19%

Shares5.4K

Event2026-03-31

Filed2026-04-23

VST

VISTRA CORP COM

61.26%

Shares5.1K

Event2026-03-31

Filed2026-04-23

STT

STATE STR CORP COM

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-23

VMC

VULCAN MATLS CO COM

1.64%

Shares2.8K

Event2026-03-31

Filed2026-04-23

DGRS

WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND

23.33%

Shares14.2K

Event2026-03-31

Filed2026-04-23

VANGUARD SMALL-CAP ETF

-14.72%

Shares2.9K

Event2026-03-31

Filed2026-04-23

JEPQ

JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF

-2.83%

Shares13.1K

Event2026-03-31

Filed2026-04-23

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

15.84%

Shares3.8K

Event2026-03-31

Filed2026-04-23

WASTE MGMT INC DEL COM

8.27%

Shares3.2K

Event2026-03-31

Filed2026-04-23

NTRA

NATERA INC COM

77.65%

Shares3.6K

Event2026-03-31

Filed2026-04-23

AFL

AFLAC INC COM

0.00%

Shares6.4K

Event2026-03-31

Filed2026-04-23

BKR

BAKER HUGHES COMPANY CL A

-0.01%

Shares11.5K

Event2026-03-31

Filed2026-04-23

CITIGROUP INC COM NEW

-12.21%

Shares6.2K

Event2026-03-31

Filed2026-04-23

AZO

AUTOZONE INC COM

-5.56%

Shares204

Event2026-03-31

Filed2026-04-23

CGCB

CAPITAL GROUP CORE BOND ETF

28.60%

Shares26.2K

Event2026-03-31

Filed2026-04-23

ECL

ECOLAB INC COM

-1.26%

Shares2.6K

Event2026-03-31

Filed2026-04-23

FICO

FAIR ISAAC CORP COM

-1.42%

Shares625

Event2026-03-31

Filed2026-04-23

DHI

D R HORTON INC COM

-1.12%

Shares4.8K

Event2026-03-31

Filed2026-04-23

LABCORP HOLDINGS INC COM SHS

15.51%

Shares2.5K

Event2026-03-31

Filed2026-04-23

EXPD

EXPEDITORS INTL WASH INC COM

-1.02%

Shares4.6K

Event2026-03-31

Filed2026-04-23

CMCSA

COMCAST CORP NEW CL A

-1.18%

Shares22.7K

Event2026-03-31

Filed2026-04-23

TROW

T ROWE PRICE GROUP INC COM

-5.40%

Shares7.2K

Event2026-03-31

Filed2026-04-23

PPTA

PERPETUA RESOURCES CORP COM

415.47%

Shares22.8K

Event2026-03-31

Filed2026-04-23

GENERAL DYNAMICS CORP COM

-2.52%

Shares1.9K

Event2026-03-31

Filed2026-04-23

VRTX

VERTEX PHARMACEUTICALS INC COM

27.88%

Shares1.4K

Event2026-03-31

Filed2026-04-23

INTU

INTUIT COM

6.96%

Shares1.4K

Event2026-03-31

Filed2026-04-23

PQDI

PRINCIPAL SPECTRUM PREFERRED AND INCOME ETF

0.00%

Shares31.4K

Event2026-03-31

Filed2026-04-23

INGERSOLL RAND INC COM

-1.16%

Shares7.5K

Event2026-03-31

Filed2026-04-23

NEM

NEWMONT CORP COM

232.43%

Shares5.5K

Event2026-03-31

Filed2026-04-23

ALTRIA GROUP INC COM

4.92%

Shares9.0K

Event2026-03-31

Filed2026-04-23

PSX

PHILLIPS 66 COM

-1.43%

Shares3.2K

Event2026-03-31

Filed2026-04-23

SRE

SEMPRA COM

159.41%

Shares6.1K

Event2026-03-31

Filed2026-04-23

IBIT

ISHARES BITCOIN TRUST ETF

-8.63%

Shares15.1K

Event2026-03-31

Filed2026-04-23

AIQ

GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF

-7.58%

Shares12.2K

Event2026-03-31

Filed2026-04-23

PAYX

PAYCHEX INC COM

-12.64%

Shares6.2K

Event2026-03-31

Filed2026-04-23

IXUS

ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

1.60%

Shares6.5K

Event2026-03-31

Filed2026-04-23

AT&T INC COM

-4.68%

Shares19.5K

Event2026-03-31

Filed2026-04-23

SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-23

EPD

ENTERPRISE PRODS PARTNERS L P COM

-10.33%

Shares14.9K

Event2026-03-31

Filed2026-04-23

FDN

FIRST TRUST DOW JONES INTERNET INDEX FUND

-1.64%

Shares2.4K

Event2026-03-31

Filed2026-04-23

SPSM

STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF

-35.89%

Shares11.5K

Event2026-03-31

Filed2026-04-23

IGF

ISHARES GLOBAL INFRASTRUCTURE ETF

0.00%

Shares8.2K

Event2026-03-31

Filed2026-04-23

ARISTA NETWORKS INC COM SHS

186.15%

Shares4.4K

Event2026-03-31

Filed2026-04-23

SOLSTICE ADVANCED MATLS INC COM SHS

New

Shares7.1K

Event2026-03-31

Filed2026-04-23

CHUBB LTD SWITZ COM

-2.88%

Shares1.7K

Event2026-03-31

Filed2026-04-23

NDAQ

NASDAQ INC COM

-29.08%

Shares6.4K

Event2026-03-31

Filed2026-04-23

MPC

MARATHON PETE CORP COM

-4.06%

Shares2.2K

Event2026-03-31

Filed2026-04-23

GPIX

GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF

10.40%

Shares10.6K

Event2026-03-31

Filed2026-04-23

APH

AMPHENOL CORP CL A

-3.94%

Shares4.2K

Event2026-03-31

Filed2026-04-23

KMB

KIMBERLY-CLARK CORP COM

-4.52%

Shares5.5K

Event2026-03-31

Filed2026-04-23

TDIV

FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND

-13.68%

Shares5.5K

Event2026-03-31

Filed2026-04-23

ACGL

ARCH CAP GROUP LTD ORD

3.35%

Shares5.3K

Event2026-03-31

Filed2026-04-23

BMY

BRISTOL-MYERS SQUIBB CO COM

-9.70%

Shares8.4K

Event2026-03-31

Filed2026-04-23

XLV

STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF

-41.45%

Shares3.4K

Event2026-03-31

Filed2026-04-23

ISHARES GOLD TRUST

-7.90%

Shares5.7K

Event2026-03-31

Filed2026-04-23

TMUS

T-MOBILE US INC COM

2.62%

Shares2.4K

Event2026-03-31

Filed2026-04-23

IBB

ISHARES BIOTECHNOLOGY ETF

-1.87%

Shares2.9K

Event2026-03-31

Filed2026-04-23

TECH

BIO-TECHNE CORP COM

-16.07%

Shares9.3K

Event2026-03-31

Filed2026-04-23

IYH

ISHARES U.S. HEALTHCARE ETF

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-23

ARGX

ARGENX SE SPONSORED ADR

395.42%

Shares649

Event2026-03-31

Filed2026-04-23

JAVA

JPMORGAN ACTIVE VALUE ETF

0.87%

Shares6.6K

Event2026-03-31

Filed2026-04-23

EFV

ISHARES MSCI EAFE VALUE ETF

150.02%

Shares6.3K

Event2026-03-31

Filed2026-04-23

BOEING CO COM

-14.65%

Shares2.3K

Event2026-03-31

Filed2026-04-23

DFAE

DIMENSIONAL EMERGING CORE EQUITY MARKET ETF

972.27%

Shares13.7K

Event2026-03-31

Filed2026-04-23

YOU

CLEAR SECURE INC COM CL A

0.00%

Shares9.5K

Event2026-03-31

Filed2026-04-23

SPMD

STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF

5.44%

Shares7.7K

Event2026-03-31

Filed2026-04-23

AOR

ISHARES CORE 60/40 BALANCED ALLOCATION ETF

-0.49%

Shares7.1K

Event2026-03-31

Filed2026-04-23

PANW

PALO ALTO NETWORKS INC COM

-61.89%

Shares2.8K

Event2026-03-31

Filed2026-04-23

ENB

ENBRIDGE INC COM

-0.33%

Shares8.3K

Event2026-03-31

Filed2026-04-23

EVR

EVERCORE INC CLASS A

-9.12%

Shares1.5K

Event2026-03-31

Filed2026-04-23

SCHD

SCHWAB US DIVIDEND EQUITY ETF

0.00%

Shares14.4K

Event2026-03-31

Filed2026-04-23

YORW

YORK WTR CO COM

0.00%

Shares14.5K

Event2026-03-31

Filed2026-04-23

XSD

STATE STREET SPDR S&P SEMICONDUCTOR ETF

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-23

SUSA

ISHARES ESG OPTIMIZED MSCI USA ETF

0.21%

Shares3.3K

Event2026-03-31

Filed2026-04-23

PYPL

PAYPAL HLDGS INC COM

-33.43%

Shares9.5K

Event2026-03-31

Filed2026-04-23

MICRON TECHNOLOGY INC COM

65.97%

Shares1.3K

Event2026-03-31

Filed2026-04-23

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS

237.73%

Shares1.1K

Event2026-03-31

Filed2026-04-23

EMR

EMERSON ELEC CO COM

-5.67%

Shares3.2K

Event2026-03-31

Filed2026-04-23

PFF

ISHARES PREFERRED & INCOME SECURITIES ETF

0.00%

Shares14.0K

Event2026-03-31

Filed2026-04-23

ITA

ISHARES U.S. AEROSPACE & DEFENSE ETF

11.53%

Shares1.9K

Event2026-03-31

Filed2026-04-23

TDG

TRANSDIGM GROUP INC COM

-0.83%

Shares360

Event2026-03-31

Filed2026-04-23

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

11.17%

Shares6.5K

Event2026-03-31

Filed2026-04-23

FISERV INC COM

-14.02%

Shares7.4K

Event2026-03-31

Filed2026-04-23

CMI

CUMMINS INC COM

-6.55%

Shares770

Event2026-03-31

Filed2026-04-23

AVDV

AVANTIS INTERNATIONAL SMALL CAP VALUE ETF

12.52%

Shares4.1K

Event2026-03-31

Filed2026-04-23

EXC

EXELON CORP COM

0.13%

Shares8.3K

Event2026-03-31

Filed2026-04-23

IHI

ISHARES U.S. MEDICAL DEVICES ETF

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-23

IFRA

ISHARES U.S. INFRASTRUCTURE ETF

2.70%

Shares6.8K

Event2026-03-31

Filed2026-04-23

SHOP

SHOPIFY INC CL A SUB VTG SHS

-22.72%

Shares3.2K

Event2026-03-31

Filed2026-04-23

CGXU

CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF

25.01%

Shares12.7K

Event2026-03-31

Filed2026-04-23

ULTA

ULTA BEAUTY INC COM

-1.25%

Shares709

Event2026-03-31

Filed2026-04-23

GWRE

GUIDEWIRE SOFTWARE INC COM

-15.04%

Shares2.5K

Event2026-03-31

Filed2026-04-23

REGL

PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF

-4.28%

Shares4.3K

Event2026-03-31

Filed2026-04-23

CWCO

CONSOLIDATED WATER CO INC ORD

0.00%

Shares11.1K

Event2026-03-31

Filed2026-04-23

UTHR

UNITED THERAPEUTICS CORP DEL COM

-14.01%

Shares614

Event2026-03-31

Filed2026-04-23

QQEW

FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-23

BND

VANGUARD TOTAL BOND MARKET ETF

-10.91%

Shares4.9K

Event2026-03-31

Filed2026-04-23

EFG

ISHARES MSCI EAFE GROWTH ETF

809.24%

Shares3.2K

Event2026-03-31

Filed2026-04-23

IYR

ISHARES U.S. REAL ESTATE ETF

-9.49%

Shares3.8K

Event2026-03-31

Filed2026-04-23

AMAT

APPLIED MATLS INC COM

-7.69%

Shares1.0K

Event2026-03-31

Filed2026-04-23

ALL

ALLSTATE CORP COM

-4.32%

Shares1.7K

Event2026-03-31

Filed2026-04-23

RCL

ROYAL CARIBBEAN GROUP COM

-33.82%

Shares1.3K

Event2026-03-31

Filed2026-04-23

FANG

DIAMONDBACK ENERGY INC COM

0.63%

Shares1.8K

Event2026-03-31

Filed2026-04-23

APOLLO GLOBAL MGMT INC COM

-57.33%

Shares3.1K

Event2026-03-31

Filed2026-04-23

SHW

SHERWIN WILLIAMS CO COM

14.58%

Shares1.1K

Event2026-03-31

Filed2026-04-23

FBCG

FIDELITY BLUE CHIP GROWTH ETF

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-23

PPA

INVESCO AEROSPACE & DEFENSE ETF

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-23

BSV

VANGUARD SHORT-TERM BOND ETF

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-23

QTEC

FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-23

TXN

TEXAS INSTRS INC COM

-12.51%

Shares1.6K

Event2026-03-31

Filed2026-04-23

PHYS

SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR

46.80%

Shares8.9K

Event2026-03-31

Filed2026-04-23

ENERGY TRANSFER L P COM UT LTD PTN

-11.01%

Shares16.4K

Event2026-03-31

Filed2026-04-23

NVO

NOVO-NORDISK A S ADR

10.93%

Shares8.5K

Event2026-03-31

Filed2026-04-23

ZBH

ZIMMER BIOMET HOLDINGS INC COM

255.29%

Shares3.4K

Event2026-03-31

Filed2026-04-23

VWO

VANGUARD FTSE EMERGING MARKETS ETF

17.53%

Shares5.7K

Event2026-03-31

Filed2026-04-23

AEP

AMERICAN ELEC PWR CO INC COM

182.19%

Shares2.3K

Event2026-03-31

Filed2026-04-23

HCA

HCA HEALTHCARE INC COM

-1.97%

Shares646

Event2026-03-31

Filed2026-04-23

FDIS

FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF

-7.45%

Shares3.3K

Event2026-03-31

Filed2026-04-23

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

-67.84%

Shares429

Event2026-03-31

Filed2026-04-23

MKC

MCCORMICK & CO INC COM NON VTG

-9.85%

Shares5.9K

Event2026-03-31

Filed2026-04-23

TLH

ISHARES 10-20 YEAR TREASURY BOND ETF

-7.46%

Shares2.9K

Event2026-03-31

Filed2026-04-23

ASTRAZENECA PLC ORD

New

Shares1.5K

Event2026-03-31

Filed2026-04-23

NSC

NORFOLK SOUTHN CORP COM

-4.67%

Shares1.0K

Event2026-03-31

Filed2026-04-23

LQD

ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-23

MAIN

MAIN STR CAP CORP COM

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-23

EWJ

ISHARES MSCI JAPAN ETF

-18.51%

Shares3.3K

Event2026-03-31

Filed2026-04-23

VHT

VANGUARD HEALTH CARE ETF

-4.78%

Shares996

Event2026-03-31

Filed2026-04-23

ILCV

ISHARES MORNINGSTAR VALUE ETF

-4.92%

Shares2.9K

Event2026-03-31

Filed2026-04-23

SNOW

SNOWFLAKE INC COM SHS

-37.47%

Shares1.8K

Event2026-03-31

Filed2026-04-23

CPRT

COPART INC COM

21.57%

Shares8.0K

Event2026-03-31

Filed2026-04-23

YUM

YUM BRANDS INC COM

-2.31%

Shares1.7K

Event2026-03-31

Filed2026-04-23

EPI

WISDOMTREE INDIA EARNINGS FUND

-3.05%

Shares6.3K

Event2026-03-31

Filed2026-04-23

AJG

GALLAGHER ARTHUR J & CO COM

-44.97%

Shares1.2K

Event2026-03-31

Filed2026-04-23

SCHM

SCHWAB U.S. MID-CAP ETF

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-23

ARES

ARES MANAGEMENT CORPORATION CL A COM STK

-54.29%

Shares2.4K

Event2026-03-31

Filed2026-04-23

NVS

NOVARTIS AG SPONSORED ADR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-23

MDLZ

MONDELEZ INTL INC CL A

-3.69%

Shares4.3K

Event2026-03-31

Filed2026-04-23

CARLYLE GROUP INC COM

0.16%

Shares5.0K

Event2026-03-31

Filed2026-04-23

AVEM

AVANTIS EMERGING MARKETS EQUITY ETF

1443.46%

Shares2.9K

Event2026-03-31

Filed2026-04-23

PFE

PFIZER INC COM

-6.96%

Shares8.4K

Event2026-03-31

Filed2026-04-23

TMO

THERMO FISHER SCIENTIFIC INC COM

-4.96%

Shares479

Event2026-03-31

Filed2026-04-23

BTT

BLACKROCK MUN TARGET TERM TR COM SHS BEN IN

0.00%

Shares10.2K

Event2026-03-31

Filed2026-04-23

GBCI

GLACIER BANCORP INC NEW COM

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-23

FMDE

FIDELITY ENHANCED MID CAP ETF

New

Shares6.3K

Event2026-03-31

Filed2026-04-23

COP

CONOCOPHILLIPS COM

219.07%

Shares1.7K

Event2026-03-31

Filed2026-04-23

IXN

ISHARES GLOBAL TECH ETF

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-23

DPZ

DOMINOS PIZZA INC COM

-40.21%

Shares626

Event2026-03-31

Filed2026-04-23

SOUTHERN CO COM

127.08%

Shares2.3K

Event2026-03-31

Filed2026-04-23

NVR

NVR INC COM

0.00%

Shares34

Event2026-03-31

Filed2026-04-23

VANGUARD LARGE-CAP ETF

0.00%

Shares748

Event2026-03-31

Filed2026-04-23

MDY

STATE STREET SPDR S&P MIDCAP 400 ETF TRUST

0.00%

Shares355

Event2026-03-31

Filed2026-04-23

ITW

ILLINOIS TOOL WKS INC COM

-87.45%

Shares836

Event2026-03-31

Filed2026-04-23

PLMR

PALOMAR HLDGS INC COM

New

Shares1.8K

Event2026-03-31

Filed2026-04-23

PTF

INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-23

HLT

HILTON WORLDWIDE HLDGS INC COM

3.21%

Shares708

Event2026-03-31

Filed2026-04-23

PPG

PPG INDS INC COM

-0.74%

Shares2.0K

Event2026-03-31

Filed2026-04-23

IDXX

IDEXX LABS INC COM

-2.06%

Shares380

Event2026-03-31

Filed2026-04-23

CF INDUSTRIES HOLD COM

-2.27%

Shares1.6K

Event2026-03-31

Filed2026-04-23

LOPE

GRAND CANYON ED INC COM

New

Shares1.3K

Event2026-03-31

Filed2026-04-23

ORLY

OREILLY AUTOMOTIVE INC COM

-7.88%

Shares2.3K

Event2026-03-31

Filed2026-04-23

SPEU

STATE STREET SPDR PORTFOLIO EUROPE ETF

New

Shares4.1K

Event2026-03-31

Filed2026-04-23

DIS

DISNEY WALT CO COM

-14.18%

Shares2.2K

Event2026-03-31

Filed2026-04-23

JCI

JOHNSON CTLS INTL PLC SHS

-6.70%

Shares1.6K

Event2026-03-31

Filed2026-04-23

CTAS

CINTAS CORP COM

-3.71%

Shares1.2K

Event2026-03-31

Filed2026-04-23

DGRW

WISDOMTREE US QUALITY DIVIDEND GROWTH FUND

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-23

FCX

FREEPORT MCMORAN INC CL B

148.76%

Shares3.5K

Event2026-03-31

Filed2026-04-23

AVMV

AVANTIS U.S. MID CAP VALUE ETF

129.25%

Shares2.8K

Event2026-03-31

Filed2026-04-23

OMF

ONEMAIN HLDGS INC COM

0.05%

Shares3.8K

Event2026-03-31

Filed2026-04-23

BLD

TOPBUILD COR COM

-7.73%

Shares573

Event2026-03-31

Filed2026-04-23

ICE

INTERCONTINENTAL EXCHANGE INC COM

-16.06%

Shares1.3K

Event2026-03-31

Filed2026-04-23

FDS

FACTSET RESH SYS INC COM

31.62%

Shares920

Event2026-03-31

Filed2026-04-23

ISCF

ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF

New

Shares4.7K

Event2026-03-31

Filed2026-04-23

DRI

DARDEN RESTAURANTS INC COM

-4.04%

Shares998

Event2026-03-31

Filed2026-04-23

TRV

TRAVELERS COMPANIES INC COM

-8.49%

Shares668

Event2026-03-31

Filed2026-04-23

CARR

CARRIER GLOBAL CORPORATION COM

-4.09%

Shares3.5K

Event2026-03-31

Filed2026-04-23

XLI

STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF

-7.94%

Shares1.2K

Event2026-03-31

Filed2026-04-23

ILCG

ISHARES MORNINGSTAR GROWTH ETF

-12.93%

Shares2.0K

Event2026-03-31

Filed2026-04-23

ROST

ROSS STORES INC COM

-5.13%

Shares888

Event2026-03-31

Filed2026-04-23

AMP

AMERIPRISE FINL INC COM

-10.08%

Shares428

Event2026-03-31

Filed2026-04-23

WMB

WILLIAMS COS INC COM

-9.45%

Shares2.6K

Event2026-03-31

Filed2026-04-23

VIAV

VIAVI SOLUTIONS INC COM

19921.43%

Shares5.6K

Event2026-03-31

Filed2026-04-23

ALLW

STATE STREET BRIDGEWATER ALL WEATHER ETF

-6.72%

Shares6.5K

Event2026-03-31

Filed2026-04-23

ILCB

ISHARES MORNINGSTAR U.S. EQUITY ETF

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-23

ANGLOGOLD ASHANTI PLC COM SHS

New

Shares1.9K

Event2026-03-31

Filed2026-04-23

ICVT

ISHARES CONVERTIBLE BOND ETF

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-23

SPG

SIMON PPTY GROUP INC NEW COM

-10.58%

Shares972

Event2026-03-31

Filed2026-04-23

FXI

ISHARES CHINA LARGE-CAP ETF

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-23

MMM

3M CO COM

-31.63%

Shares1.2K

Event2026-03-31

Filed2026-04-23

LINDE PLC SHS

4.06%

Shares359

Event2026-03-31

Filed2026-04-23

MINT

PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-23

GNR

STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF

-8.80%

Shares2.4K

Event2026-03-31

Filed2026-04-23

NUV

NUVEEN MUN VALUE FD INC COM

-20.33%

Shares19.6K

Event2026-03-31

Filed2026-04-23

XYZ

BLOCK INC CL A

-10.03%

Shares2.9K

Event2026-03-31

Filed2026-04-23

ROYAL BK CDA COM

3.55%

Shares1.1K

Event2026-03-31

Filed2026-04-23

CSGP

COSTAR GROUP INC COM

-30.45%

Shares4.3K

Event2026-03-31

Filed2026-04-23

CDNS

CADENCE DESIGN SYSTEM INC COM

-37.10%

Shares617

Event2026-03-31

Filed2026-04-23

XLF

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

-17.39%

Shares3.5K

Event2026-03-31

Filed2026-04-23

VMI

VALMONT INDS INC COM

New

Shares428

Event2026-03-31

Filed2026-04-23

HECLA MINING COMPANY COM

New

Shares9.1K

Event2026-03-31

Filed2026-04-23

CTVA

CORTEVA INC COM

-0.39%

Shares2.0K

Event2026-03-31

Filed2026-04-23

ROL

ROLLINS INC COM

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-23

UITB

VICTORYSHARES CORE INTERMEDIATE BOND ETF

1.59%

Shares3.6K

Event2026-03-31

Filed2026-04-23

ADBE

ADOBE INC COM

-15.10%

Shares686

Event2026-03-31

Filed2026-04-23

BSX

BOSTON SCIENTIFIC CORP COM

-74.35%

Shares2.6K

Event2026-03-31

Filed2026-04-23

INFY

INFOSYS LTD SPONSORED ADR

-31.74%

Shares12.1K

Event2026-03-31

Filed2026-04-23

BARRICK MNG CORP COM SHS

5850.75%

Shares4.0K

Event2026-03-31

Filed2026-04-23

RSPH

INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-23

BUFF

INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-23

HURN

HURON CONSULTING GROUP INC COM

New

Shares1.3K

Event2026-03-31

Filed2026-04-23

JPST

JPMORGAN ULTRA-SHORT INCOME ETF

-22.14%

Shares3.1K

Event2026-03-31

Filed2026-04-23

SMDV

PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-23

ROP

ROPER TECHNOLOGIES INC COM

-3.70%

Shares443

Event2026-03-31

Filed2026-04-23

BABA

ALIBABA GROUP HLDG LTD SPONSORED ADS

-98.15%

Shares1.2K

Event2026-03-31

Filed2026-04-23

CHKP

CHECK POINT SOFTWARE TECH LTD ORD

2.43%

Shares1.1K

Event2026-03-31

Filed2026-04-23

MGK

VANGUARD MEGA CAP GROWTH ETF

New

Shares425

Event2026-03-31

Filed2026-04-23

RPM

RPM INTL INC COM

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-23

CAH

CARDINAL HEALTH INC COM

1.38%

Shares736

Event2026-03-31

Filed2026-04-23

KMI

KINDER MORGAN INC DEL COM

-12.85%

Shares4.6K

Event2026-03-31

Filed2026-04-23

NBTB

NBT BANCORP INC COM

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-23

UYG

PROSHARES ULTRA FINANCIALS

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-23

PFG

PRINCIPAL FINANCIAL GROUP INC COM

3.02%

Shares1.7K

Event2026-03-31

Filed2026-04-23

NICE

NICE LTD SPONSORED ADR

-45.09%

Shares1.4K

Event2026-03-31

Filed2026-04-23

BILZ

PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND

New

Shares1.5K

Event2026-03-31

Filed2026-04-23

EBAY

EBAY INC. COM

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-23

COLGATE PALMOLIVE CO COM

-3.42%

Shares1.8K

Event2026-03-31

Filed2026-04-23

LHX

L3HARRIS TECHNOLOGIES INC COM

-5.51%

Shares429

Event2026-03-31

Filed2026-04-23

SOUN

SOUNDHOUND AI INC CLASS A COM

30.21%

Shares21.6K

Event2026-03-31

Filed2026-04-23

XOP

STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF

0.00%

Shares800

Event2026-03-31

Filed2026-04-23

DELL

DELL TECHNOLOGIES INC CL C

-60.19%

Shares854

Event2026-03-31

Filed2026-04-23

BINC

ISHARES FLEXIBLE INCOME ACTIVE ETF

0.52%

Shares2.7K

Event2026-03-31

Filed2026-04-23

SCHA

SCHWAB U.S. SMALL-CAP ETF

0.40%

Shares4.8K

Event2026-03-31

Filed2026-04-23

LYV

LIVE NATION ENTERTAINMENT INC COM

-12.71%

Shares900

Event2026-03-31

Filed2026-04-23

RSPT

INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-23

JAJL

INNOVATOR EQUITY DEFINED PROTECTION ETF - 6MO JAN/JUL

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-23

VEEV

VEEVA SYS INC CL A COM

-55.07%

Shares775

Event2026-03-31

Filed2026-04-23

AOA

ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF

-5.08%

Shares1.5K

Event2026-03-31

Filed2026-04-23

SPTI

STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-23

AME

AMETEK INC COM

-6.82%

Shares615

Event2026-03-31

Filed2026-04-23

HEI

HEICO CORP NEW COM

0.00%

Shares480

Event2026-03-31

Filed2026-04-23

AIG

AMERICAN INTL GROUP INC COM NEW

6.61%

Shares1.7K

Event2026-03-31

Filed2026-04-23

AIZ

ASSURANT INC COM

-17.01%

Shares600

Event2026-03-31

Filed2026-04-23

VAC

MARRIOTT VACATIONS WORLDWIDE C COM

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-23

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

-21.34%

Shares2.2K

Event2026-03-31

Filed2026-04-23

IBDW

ISHARES IBONDS DEC 2031 TERM CORPORATE ETF

95.14%

Shares6.0K

Event2026-03-31

Filed2026-04-23

FBT

FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND

0.00%

Shares615

Event2026-03-31

Filed2026-04-23

VSS

VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF

60.42%

Shares839

Event2026-03-31

Filed2026-04-23

FIVE

FIVE BELOW INC COM

0.00%

Shares526

Event2026-03-31

Filed2026-04-23

BDX

BECTON DICKINSON & CO COM

-2.68%

Shares763

Event2026-03-31

Filed2026-04-23

QNITY ELECTRONICS INC COMMON STOCK

New

Shares1.0K

Event2026-03-31

Filed2026-04-23

SYY

SYSCO CORP COM

1.45%

Shares1.7K

Event2026-03-31

Filed2026-04-23

IXG

ISHARES GLOBAL FINANCIALS ETF

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-23

USMV

ISHARES MSCI USA MIN VOL FACTOR ETF

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-23

BAI

ISHARES A.I. INNOVATION AND TECH ACTIVE ETF

103.69%

Shares3.5K

Event2026-03-31

Filed2026-04-23

WDC

WESTERN DIGITAL CORP COM

43.00%

Shares429

Event2026-03-31

Filed2026-04-23

IEF

ISHARES 7-10 YEAR TREASURY BOND ETF

-81.38%

Shares1.2K

Event2026-03-31

Filed2026-04-23

BST

BLACKROCK SCIENCE & TECHNOLOGY SHS

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-23

IYJ

ISHARES U.S. INDUSTRIALS ETF

0.00%

Shares775

Event2026-03-31

Filed2026-04-23

SPYD

STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-23

CRSP

CRISPR THERAPEUTICS AG NAMEN AKT

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-23

OTIS

OTIS WORLDWIDE CORP COM

-4.59%

Shares1.5K

Event2026-03-31

Filed2026-04-23

EQT CORP COM

6.78%

Shares1.8K

Event2026-03-31

Filed2026-04-23

SDY

STATE STREET SPDR S&P DIVIDEND ETF

17.69%

Shares765

Event2026-03-31

Filed2026-04-23

ADI

ANALOG DEVICES INC COM

-29.44%

Shares350

Event2026-03-31

Filed2026-04-23

TRANE TECHNOLOGIES PLC SHS

-6.67%

Shares266

Event2026-03-31

Filed2026-04-23

SCHW

SCHWAB CHARLES CORP COM

-84.98%

Shares1.2K

Event2026-03-31

Filed2026-04-23

NET

CLOUDFLARE INC CL A COM

260.54%

Shares530

Event2026-03-31

Filed2026-04-23

GPC

GENUINE PARTS CO COM

-4.08%

Shares1.0K

Event2026-03-31

Filed2026-04-23

LULU

LULULEMON ATHLETICA INC COM

-4.70%

Shares709

Event2026-03-31

Filed2026-04-23

DOV

DOVER CORP COM

0.00%

Shares514

Event2026-03-31

Filed2026-04-23

ZSEP

INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR SEPTEMBER

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-23

ZFEB

INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR FEBRUARY

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-23

WSM

WILLIAMS SONOMA INC COM

-2.70%

Shares577

Event2026-03-31

Filed2026-04-23

COEUR MNG INC COM NEW

New

Shares5.5K

Event2026-03-31

Filed2026-04-23

Call Option Holdings

SPY Call CallSTATE STREET SPDR S&P 500 ETF500 shares-66.67%2026-03-312026-04-23

VENTURE GLOBAL INC COM CL A Call CallVENTURE GLOBAL INC COM CL A100 sharesnew addition2026-03-312026-04-23

SPY Call

STATE STREET SPDR S&P 500 ETF

-66.67%

Shares500

Event2026-03-31

Filed2026-04-23

VENTURE GLOBAL INC COM CL A Call

VENTURE GLOBAL INC COM CL A

New

Shares100

Event2026-03-31

Filed2026-04-23

Put Option Holdings

IBIT Put PutISHARES BITCOIN TRUST ETF35.2K sharesnew addition2026-03-312026-04-23

AAPL Put PutAPPLE INC COM800 shares-11.11%2026-03-312026-04-23

INVESCO QQQ TRUST SERIES I Put PutINVESCO QQQ TRUST SERIES I200 shares0.00%2026-03-312026-04-23

NVDA Put PutNVIDIA CORPORATION COM300 shares0.00%2026-03-312026-04-23

IBIT Put

ISHARES BITCOIN TRUST ETF

New

Shares35.2K

Event2026-03-31

Filed2026-04-23

AAPL Put

APPLE INC COM

-11.11%

Shares800

Event2026-03-31

Filed2026-04-23

INVESCO QQQ TRUST SERIES I Put

INVESCO QQQ TRUST SERIES I

0.00%

Shares200

Event2026-03-31

Filed2026-04-23

NVDA Put

NVIDIA CORPORATION COM

0.00%

Shares300

Event2026-03-31

Filed2026-04-23