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The Analysis of HB Wealth Management, LLC's Holdings & P&L

Currently, HB Wealth Management, LLC holds 1526 types of securities in its portfolio with a total value $15.4B. In the most recent quarter, they have increased their positions in QLTY (+5.4M shares, valued at $195.5M), JCPB (+2.0M shares, valued at $95.8M), AVUS (+495.9K shares, valued at $55.1M); decreased their positions in SPYG (-2.0M shares, valued at $183.0M), IVW (-135.4K shares, valued at $15.3M), MINT (-124.8K shares, valued at $12.6M); initiated new positions in N/A (+57.8K shares, valued at $3.1M), N/A (+26.1K shares, valued at $2.4M), IEV (+24.8K shares, valued at $1.7M).

1M P&L

+313.2M+1.96%

3M P&L

-25.9M-0.16%

HY P&L

+692.8M+4.43%

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/A10.4B

71.5%

2Consumer Electronics404.2M

2.8%

3Semiconductors286.9M

2.0%

Top Industries by Stock Count

1N/A387 stocks

27.4%

2Banks - Regional50 stocks

3.5%

3Software - Application41 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS8.7M shares0.90%2026-03-312026-04-27

VIG VANGUARD SPECIALIZED FUNDS5.8M shares1.01%2026-03-312026-04-27

JCPB J P MORGAN EXCHANGE TRADED F14.4M shares16.50%2026-03-312026-04-27

AVUS AMERICAN CENTY ETF TR5.7M shares9.45%2026-03-312026-04-27

VXUS VANGUARD STAR FDS8.1M shares5.97%2026-03-312026-04-27

JPST J P MORGAN EXCHANGE TRADED F9.6M shares1.14%2026-03-312026-04-27

AAPL APPLE INC1.6M shares3.15%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T456.6K shares-1.06%2026-03-312026-04-27

Sponsored

IVW ISHARES TR2.2M shares-5.71%2026-03-312026-04-27

SPYG SPDR SERIES TRUST2.8M shares-42.13%2026-03-312026-04-27

HD HOME DEPOT INC679.7K shares-0.73%2026-03-312026-04-27

QLTY GMO ETF TRUST5.9M shares1078.90%2026-03-312026-04-27

MSFT MICROSOFT CORP540.6K shares1.95%2026-03-312026-04-27

NVDA NVIDIA CORPORATION1.1M shares8.81%2026-03-312026-04-27

SCHB SCHWAB STRATEGIC TR6.6M shares-1.40%2026-03-312026-04-27

GSLC GOLDMAN SACHS ETF TR1.2M shares3.06%2026-03-312026-04-27

Sponsored

IVV ISHARES TR224.4K shares3.86%2026-03-312026-04-27

ITOT ISHARES TR1.0M shares-1.80%2026-03-312026-04-27

AVDE AMERICAN CENTY ETF TR1.7M shares-0.65%2026-03-312026-04-27

AMZN AMAZON COM INC638.8K shares3.36%2026-03-312026-04-27

ALPHABET INC ALPHABET INC455.3K shares5.01%2026-03-312026-04-27

JMST J P MORGAN EXCHANGE TRADED F2.6M shares17.18%2026-03-312026-04-27

VANGUARD INDEX FDS VANGUARD INDEX FDS197.0K shares1.60%2026-03-312026-04-27

GSIE GOLDMAN SACHS ETF TR2.6M shares-1.40%2026-03-312026-04-27

Sponsored

ALPHABET INC ALPHABET INC346.1K shares1.88%2026-03-312026-04-27

TROW PRICE T ROWE GROUP INC980.0K shares-11.14%2026-03-312026-04-27

AVEM AMERICAN CENTY ETF TR1.1M shares1.75%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL178.1K shares3.65%2026-03-312026-04-27

BROADCOM INC BROADCOM INC266.0K shares7.82%2026-03-312026-04-27

SCHX SCHWAB STRATEGIC TR3.1M shares1.18%2026-03-312026-04-27

VEU VANGUARD INTL EQUITY INDEX F1.0M shares-0.32%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO257.8K shares4.46%2026-03-312026-04-27

Sponsored

JNJ JOHNSON & JOHNSON303.2K shares2.29%2026-03-312026-04-27

DUHP DIMENSIONAL ETF TRUST2.0M shares8.70%2026-03-312026-04-27

ALB ALBEMARLE CORP403.6K shares0.37%2026-03-312026-04-27

DFAC DIMENSIONAL ETF TRUST1.8M shares0.65%2026-03-312026-04-27

XOM EXXON MOBIL CORP349.0K shares6.11%2026-03-312026-04-27

V VISA INC194.3K shares-0.37%2026-03-312026-04-27

LLY ELI LILLY & CO63.0K shares6.61%2026-03-312026-04-27

DFAU DIMENSIONAL ETF TRUST1.3M shares-4.80%2026-03-312026-04-27

Sponsored

META META PLATFORMS INC100.7K shares6.88%2026-03-312026-04-27

INVESCO QQQ TR INVESCO QQQ TR97.2K shares0.35%2026-03-312026-04-27

WMT WALMART INC437.7K shares2.54%2026-03-312026-04-27

SCHG SCHWAB STRATEGIC TR1.7M shares-5.28%2026-03-312026-04-27

IWD ISHARES TR236.3K shares0.68%2026-03-312026-04-27

SCHD SCHWAB STRATEGIC TR1.6M shares4.04%2026-03-312026-04-27

KO COCA COLA CO629.1K shares4.89%2026-03-312026-04-27

IWF ISHARES TR106.1K shares5.15%2026-03-312026-04-27

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T228.5K shares-0.89%2026-03-312026-04-27

TSLA TESLA INC117.2K shares7.38%2026-03-312026-04-27

HTRB HARTFORD FDS EXCHANGE TRADED1.2M shares-13.16%2026-03-312026-04-27

GEM GOLDMAN SACHS ETF TR940.0K shares-5.87%2026-03-312026-04-27

AVUV AMERICAN CENTY ETF TR361.4K shares-1.12%2026-03-312026-04-27

PG PROCTER & GAMBLE CO269.2K shares0.94%2026-03-312026-04-27

CVX CHEVRON CORPORATION187.3K shares0.71%2026-03-312026-04-27

JSCP J P MORGAN EXCHANGE TRADED F752.1K shares-9.97%2026-03-312026-04-27

Sponsored

VUG VANGUARD INDEX FDS80.8K shares5.46%2026-03-312026-04-27

SCHF SCHWAB STRATEGIC TR1.4M shares-1.58%2026-03-312026-04-27

CAT CATERPILLAR INC46.9K shares3.26%2026-03-312026-04-27

CSCO CISCO SYS INC422.4K shares0.42%2026-03-312026-04-27

VO VANGUARD INDEX FDS113.6K shares-1.79%2026-03-312026-04-27

T AT&T INC1.1M shares3.47%2026-03-312026-04-27

RTX RTX CORPORATION163.9K shares1.98%2026-03-312026-04-27

MINT PIMCO ETF TR305.7K shares-28.99%2026-03-312026-04-27

Sponsored

ABBV ABBVIE INC141.1K shares4.50%2026-03-312026-04-27

COST COSTCO WHOLESALE CORPORATION30.6K shares11.81%2026-03-312026-04-27

IJR ISHARES TR244.4K shares-2.15%2026-03-312026-04-27

IWV ISHARES TR80.3K shares0.47%2026-03-312026-04-27

GLD SPDR GOLD TR68.7K shares1.98%2026-03-312026-04-27

MERCK & CO INC MERCK & CO INC241.4K shares5.80%2026-03-312026-04-27

EFA ISHARES TR293.5K shares11.76%2026-03-312026-04-27

MGK VANGUARD WORLD FD75.7K shares0.78%2026-03-312026-04-27

Sponsored

ORCL ORACLE CORP185.5K shares0.97%2026-03-312026-04-27

MCD MCDONALDS CORP87.0K shares0.19%2026-03-312026-04-27

MA MASTERCARD INCORPORATED52.4K shares1.53%2026-03-312026-04-27

LAM RESEARCH CORP LAM RESEARCH CORP114.2K shares-6.38%2026-03-312026-04-27

VB VANGUARD INDEX FDS91.1K shares5.95%2026-03-312026-04-27

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND117.5K shares-13.10%2026-03-312026-04-27

PEP PEPSICO INC149.6K shares0.69%2026-03-312026-04-27

DGRW WISDOMTREE TR263.8K shares-2.07%2026-03-312026-04-27

Sponsored

NFLX NETFLIX INC.237.4K shares6.63%2026-03-312026-04-27

HDV ISHARES TR168.1K shares5.96%2026-03-312026-04-27

IBM INTERNATIONAL BUSINESS MACHS94.0K shares8.42%2026-03-312026-04-27

HON HONEYWELL INTL INC93.0K shares1.89%2026-03-312026-04-27

BAC BANK AMERICA CORP427.6K shares4.34%2026-03-312026-04-27

NEE NEXTERA ENERGY INC220.8K shares0.02%2026-03-312026-04-27

DVY ISHARES TR135.1K shares0.87%2026-03-312026-04-27

VGT VANGUARD WORLD FD29.1K shares-0.56%2026-03-312026-04-27

Sponsored

AXP AMERICAN EXPRESS CO66.9K shares0.51%2026-03-312026-04-27

AMGN AMGEN INC56.1K shares0.19%2026-03-312026-04-27

DGRO ISHARES TR280.6K shares-2.12%2026-03-312026-04-27

IEFA ISHARES TR216.7K shares2.50%2026-03-312026-04-27

BRK.A BERKSHIRE HATHAWAY INC DEL27 shares-27.03%2026-03-312026-04-27

NEU NEWMARKET CORP29.9K shares0.27%2026-03-312026-04-27

VEA VANGUARD TAX-MANAGED FDS295.1K shares17.20%2026-03-312026-04-27

VONG VANGUARD SCOTTSDALE FDS170.8K shares0.90%2026-03-312026-04-27

Sponsored

MS MORGAN STANLEY112.6K shares36.05%2026-03-312026-04-27

SO SOUTHERN CO191.3K shares-0.58%2026-03-312026-04-27

ABT ABBOTT LABORATORIES179.6K shares1.31%2026-03-312026-04-27

ISHARES GOLD TR ISHARES GOLD TR206.4K shares-0.20%2026-03-312026-04-27

PM PHILIP MORRIS INTL INC103.0K shares8.03%2026-03-312026-04-27

TXN TEXAS INSTRS INC83.6K shares1.37%2026-03-312026-04-27

GS GOLDMAN SACHS GROUP INC19.1K shares3.40%2026-03-312026-04-27

SLDE SLIDE INS HLDGS INC892.4K shares-0.02%2026-03-312026-04-27

Sponsored

IXUS ISHARES TR180.7K shares-16.96%2026-03-312026-04-27

CB CHUBB LTD SWITZ47.4K shares2.45%2026-03-312026-04-27

TSM TAIWAN SEMICONDUCTOR MANUFAC45.5K shares-0.93%2026-03-312026-04-27

IWB ISHARES TR42.2K shares2.77%2026-03-312026-04-27

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP43.8K shares3.51%2026-03-312026-04-27

UNP UNION PAC CORP61.2K shares3.10%2026-03-312026-04-27

ACWV ISHARES INC122.7K shares-2.91%2026-03-312026-04-27

AMD ADVANCED MICRO DEVICES INC71.7K shares10.52%2026-03-312026-04-27

Sponsored

MGV VANGUARD WORLD FD97.7K shares-0.02%2026-03-312026-04-27

PLTR PALANTIR TECHNOLOGIES INC96.6K shares8.62%2026-03-312026-04-27

VT VANGUARD INTL EQUITY INDEX F101.4K shares0.01%2026-03-312026-04-27

MGC VANGUARD WORLD FD59.4K shares0.00%2026-03-312026-04-27

GEV GE VERNOVA INC16.0K shares12.28%2026-03-312026-04-27

VTV VANGUARD INDEX FDS70.4K shares19.31%2026-03-312026-04-27

VBR VANGUARD INDEX FDS63.6K shares-1.13%2026-03-312026-04-27

ILOW AB ACTIVE ETFS INC322.5K shares-17.51%2026-03-312026-04-27

Sponsored

IGM ISHARES TR115.9K shares-20.38%2026-03-312026-04-27

USB US BANCORP263.4K shares2.13%2026-03-312026-04-27

LOW LOWES COS INC57.6K shares1.76%2026-03-312026-04-27

MU MICRON TECHNOLOGY INC40.1K shares29.31%2026-03-312026-04-27

DFUS DIMENSIONAL ETF TRUST189.4K shares-0.27%2026-03-312026-04-27

UNH UNITEDHEALTH GROUP INC49.2K shares3.59%2026-03-312026-04-27

VV VANGUARD INDEX FDS44.0K shares-0.77%2026-03-312026-04-27

IJH ISHARES TR193.5K shares7.85%2026-03-312026-04-27

Sponsored

VYM VANGUARD WHITEHALL FDS88.0K shares-7.41%2026-03-312026-04-27

SDY SPDR SERIES TRUST89.1K shares-0.19%2026-03-312026-04-27

TMO THERMO FISHER SCIENTIFIC INC26.1K shares-9.27%2026-03-312026-04-27

ISRG INTUITIVE SURGICAL INC27.5K shares-0.85%2026-03-312026-04-27

KLAC KLA CORP8.6K shares8.37%2026-03-312026-04-27

ICE INTERCONTINENTAL EXCHANGE IN80.4K shares-2.43%2026-03-312026-04-27

AMAT APPLIED MATLS INC36.8K shares8.29%2026-03-312026-04-27

CRH PLC CRH PLC117.3K shares3.02%2026-03-312026-04-27

Sponsored

UBER UBER TECHNOLOGIES INC171.2K shares-5.33%2026-03-312026-04-27

PWR QUANTA SVCS INC22.4K shares2.39%2026-03-312026-04-27

AGG ISHARES TR121.7K shares-7.25%2026-03-312026-04-27

IWM ISHARES TR48.3K shares10.88%2026-03-312026-04-27

ACWI ISHARES TR85.7K shares-5.80%2026-03-312026-04-27

GE AEROSPACE GE AEROSPACE41.6K shares15.37%2026-03-312026-04-27

DAL DELTA AIR LINES INC177.1K shares12.87%2026-03-312026-04-27

TJX TJX COS INC NEW72.2K shares9.59%2026-03-312026-04-27

Sponsored

WFC WELLS FARGO & CO144.3K shares2.16%2026-03-312026-04-27

FDX FEDEX CORP32.0K shares-1.16%2026-03-312026-04-27

PNC PNC FINL SVCS GROUP INC54.3K shares0.21%2026-03-312026-04-27

CITIGROUP INC CITIGROUP INC99.2K shares10.31%2026-03-312026-04-27

DHR DANAHER CORP DEL57.3K shares0.72%2026-03-312026-04-27

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW82.8K shares-0.75%2026-03-312026-04-27

DFCF DIMENSIONAL ETF TRUST254.5K shares-4.01%2026-03-312026-04-27

EATON CORP PLC EATON CORP PLC29.9K shares7.26%2026-03-312026-04-27

Sponsored

VZ VERIZON COMMUNICATIONS INC208.3K shares10.26%2026-03-312026-04-27

WM WASTE MGMT INC DEL45.4K shares-0.64%2026-03-312026-04-27

INTC INTEL CORP235.1K shares11.75%2026-03-312026-04-27

LMT LOCKHEED MARTIN CORP17.0K shares4.73%2026-03-312026-04-27

LINDE PLC LINDE PLC20.3K shares15.39%2026-03-312026-04-27

AVDV AMERICAN CENTY ETF TR100.6K shares-1.43%2026-03-312026-04-27

GLW CORNING INC72.3K shares3.27%2026-03-312026-04-27

IVE ISHARES TR45.8K shares-7.38%2026-03-312026-04-27

Sponsored

PFE PFIZER INC344.0K shares4.60%2026-03-312026-04-27

SCHM SCHWAB STRATEGIC TR311.9K shares-1.08%2026-03-312026-04-27

APH AMPHENOL CORP75.5K shares14.23%2026-03-312026-04-27

SHW SHERWIN WILLIAMS CO29.6K shares-9.47%2026-03-312026-04-27

ADP AUTOMATIC DATA PROCESSING IN46.7K shares1.98%2026-03-312026-04-27

APD AIR PRODUCTS AND CHEMICALS I32.0K shares-2.89%2026-03-312026-04-27

LRGF ISHARES TR139.4K shares-0.67%2026-03-312026-04-27

DIS DISNEY WALT CO94.6K shares12.49%2026-03-312026-04-27

Sponsored

IWN ISHARES TR47.2K shares0.27%2026-03-312026-04-27

ESGD ISHARES TR92.9K shares3.41%2026-03-312026-04-27

MEDTRONIC PLC MEDTRONIC PLC101.8K shares-5.44%2026-03-312026-04-27

XLK SELECT SECTOR SPDR TR66.1K shares-0.72%2026-03-312026-04-27

MKC MCCORMICK & CO INC174.0K shares46.50%2026-03-312026-04-27

DFAI DIMENSIONAL ETF TRUST224.9K shares6.28%2026-03-312026-04-27

VBK VANGUARD INDEX FDS28.9K shares2.08%2026-03-312026-04-27

DE DEERE & CO15.2K shares13.04%2026-03-312026-04-27

Sponsored

PH PARKER-HANNIFIN CORP9.6K shares8.85%2026-03-312026-04-27

SCHA SCHWAB STRATEGIC TR293.2K shares1.76%2026-03-312026-04-27

AXSM AXSOME THERAPEUTICS INC.50.2K shares47.31%2026-03-312026-04-27

BLACKROCK INC BLACKROCK INC8.7K shares6.38%2026-03-312026-04-27

Z ZILLOW GROUP INC202.8K shares0.86%2026-03-312026-04-27

GPC GENUINE PARTS CO79.2K shares1.36%2026-03-312026-04-27

WBD WARNER BROS DISCOVERY INC296.6K shares4.78%2026-03-312026-04-27

MO ALTRIA GROUP INC122.0K shares2.98%2026-03-312026-04-27

Sponsored

GILD GILEAD SCIENCES INC57.0K shares10.72%2026-03-312026-04-27

COP CONOCOPHILLIPS59.9K shares8.45%2026-03-312026-04-27

PANW PALO ALTO NETWORKS INC49.3K shares7.88%2026-03-312026-04-27

ECL ECOLAB INC29.4K shares11.34%2026-03-312026-04-27

COF CAPITAL ONE FINL CORP42.5K shares44.24%2026-03-312026-04-27

ALL ALLSTATE CORP37.1K shares141.77%2026-03-312026-04-27

ORLY OREILLY AUTOMOTIVE INC82.9K shares0.11%2026-03-312026-04-27

NSC NORFOLK SOUTHN CORP26.1K shares-4.00%2026-03-312026-04-27

Sponsored

MCK MCKESSON CORP8.6K shares2.51%2026-03-312026-04-27

DCOR DIMENSIONAL ETF TRUST102.7K shares0.43%2026-03-312026-04-27

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II100.9K shares0.02%2026-03-312026-04-27

AFL AFLAC INC67.1K shares4.03%2026-03-312026-04-27

OEF ISHARES TR22.9K shares-0.85%2026-03-312026-04-27

KKR & CO INC KKR & CO INC77.9K shares-3.19%2026-03-312026-04-27

IWO ISHARES TR22.9K shares-0.48%2026-03-312026-04-27

VMC VULCAN MATLS CO26.2K shares-7.86%2026-03-312026-04-27

Sponsored

SPGI S&P GLOBAL INC16.5K shares-16.54%2026-03-312026-04-27

CRM SALESFORCE INC37.4K shares-4.74%2026-03-312026-04-27

CMCSA COMCAST CORP NEW242.0K shares3.72%2026-03-312026-04-27

PSX PHILLIPS 6638.1K shares10.46%2026-03-312026-04-27

ASML ASML HLDG NV5.2K shares-18.25%2026-03-312026-04-27

IJK ISHARES TR68.1K shares2.64%2026-03-312026-04-27

AEP AMERICAN ELEC PWR CO INC52.0K shares3.47%2026-03-312026-04-27

CL COLGATE PALMOLIVE CO79.4K shares-4.25%2026-03-312026-04-27

Sponsored

RSPT INVESCO EXCHANGE TRADED FD T148.3K shares0.00%2026-03-312026-04-27

BMY BRISTOL-MYERS SQUIBB CO110.0K shares26.25%2026-03-312026-04-27

VOE VANGUARD INDEX FDS35.9K shares0.02%2026-03-312026-04-27

RSG REPUBLIC SVCS INC30.0K shares10.51%2026-03-312026-04-27

MDLZ MONDELEZ INTL INC113.8K shares-7.24%2026-03-312026-04-27

AMT AMERICAN TOWER CORP37.8K shares-5.61%2026-03-312026-04-27

DFEM DIMENSIONAL ETF TRUST188.0K shares-6.37%2026-03-312026-04-27

MPC MARATHON PETE CORP26.5K shares2.72%2026-03-312026-04-27

Sponsored

ITW ILLINOIS TOOL WKS INC24.8K shares3.39%2026-03-312026-04-27

PGR PROGRESSIVE CORP32.3K shares9.74%2026-03-312026-04-27

TDG TRANSDIGM GROUP INC5.5K shares-4.22%2026-03-312026-04-27

BKNG BOOKING HOLDINGS INC1.5K shares3.94%2026-03-312026-04-27

BN BROOKFIELD CORP155.9K shares0.08%2026-03-312026-04-27

ATLC ATLANTICUS HOLDINGS CORP118.8K shares1761.59%2026-03-312026-04-27

TRV TRAVELERS COMPANIES INC20.9K shares9.41%2026-03-312026-04-27

SYK STRYKER CORPORATION18.5K shares25.84%2026-03-312026-04-27

Sponsored

ELV ELEVANCE HEALTH INC FORMERLY20.7K shares-18.06%2026-03-312026-04-27

TFC TRUIST FINL CORP131.9K shares0.79%2026-03-312026-04-27

VWO VANGUARD INTL EQUITY INDEX F112.1K shares15.76%2026-03-312026-04-27

SCHW SCHWAB CHARLES CORP64.3K shares7.95%2026-03-312026-04-27

FITB FIFTH THIRD BANCORP126.8K shares75.26%2026-03-312026-04-27

ADI ANALOG DEVICES INC18.5K shares15.46%2026-03-312026-04-27

TGT TARGET CORP48.5K shares3.91%2026-03-312026-04-27

CBRE CBRE GROUP INC43.2K shares-3.21%2026-03-312026-04-27

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VOT VANGUARD INDEX FDS22.7K shares-5.13%2026-03-312026-04-27

HEI.A HEICO CORP NEW27.5K shares-6.01%2026-03-312026-04-27

DIA STATE STR SPDR DOW JONES IND12.4K shares-7.60%2026-03-312026-04-27

MCO MOODYS CORP13.2K shares-5.72%2026-03-312026-04-27

QCOM QUALCOMM INC44.7K shares-0.78%2026-03-312026-04-27

EPD ENTERPRISE PRODS PARTNERS L151.5K shares3.34%2026-03-312026-04-27

XLF SELECT SECTOR SPDR TR115.5K shares-2.28%2026-03-312026-04-27

PCAR PACCAR INC49.1K shares-7.03%2026-03-312026-04-27

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WMB WILLIAMS COS INC77.2K shares4.00%2026-03-312026-04-27

BLACKSTONE INC BLACKSTONE INC48.1K shares-7.41%2026-03-312026-04-27

SCHO SCHWAB STRATEGIC TR226.8K shares0.82%2026-03-312026-04-27

BA BOEING CO27.6K shares13.84%2026-03-312026-04-27

MSI MOTOROLA SOLUTIONS INC12.6K shares39.48%2026-03-312026-04-27

U UNITY SOFTWARE INC247.8K shares-0.10%2026-03-312026-04-27

CMI CUMMINS INC9.8K shares6.77%2026-03-312026-04-27

VLO VALERO ENERGY CORP21.2K shares7.62%2026-03-312026-04-27

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NOW SERVICENOW INC50.1K shares-14.96%2026-03-312026-04-27

ARISTA NETWORKS INC ARISTA NETWORKS INC42.4K shares21.33%2026-03-312026-04-27

NOC NORTHROP GRUMMAN CORP7.6K shares6.21%2026-03-312026-04-27

THE CIGNA GROUP THE CIGNA GROUP19.1K shares25.42%2026-03-312026-04-27

CRWD CROWDSTRIKE HLDGS INC13.1K shares3.10%2026-03-312026-04-27

JCI JOHNSON CONTROLS INTERNATION38.9K shares14.17%2026-03-312026-04-27

SLV ISHARES SILVER TR74.8K shares-2.64%2026-03-312026-04-27

BK BANK NEW YORK MELLON CORP42.1K shares8.03%2026-03-312026-04-27

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URI UNITED RENTALS INC6.6K shares1.12%2026-03-312026-04-27

MPWR MONOLITHIC PWR SYS INC4.4K shares-27.52%2026-03-312026-04-27

LHX L3HARRIS TECHNOLOGIES INC13.6K shares8.47%2026-03-312026-04-27

KEYS KEYSIGHT TECHNOLOGIES INC16.7K shares2.86%2026-03-312026-04-27

SHV ISHARES TR42.3K shares0.83%2026-03-312026-04-27

XLV SELECT SECTOR SPDR TR31.5K shares6.22%2026-03-312026-04-27

MLM MARTIN MARIETTA MATLS INC7.8K shares-0.41%2026-03-312026-04-27

VRTX VERTEX PHARMACEUTICALS INC10.3K shares8.60%2026-03-312026-04-27

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MMM 3M CO31.4K shares-0.15%2026-03-312026-04-27

UPS UNITED PARCEL SVCS INC46.3K shares1.18%2026-03-312026-04-27

BDX BECTON DICKINSON & CO29.0K shares-1.15%2026-03-312026-04-27

AZO AUTOZONE INC1.3K shares0.07%2026-03-312026-04-27

NEM NEWMONT CORP42.0K shares9.38%2026-03-312026-04-27

SHEL SHELL PLC48.1K shares2.08%2026-03-312026-04-27

PLD PROLOGIS INC.33.3K shares14.64%2026-03-312026-04-27

IWR ISHARES TR45.2K shares2.12%2026-03-312026-04-27

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IJT ISHARES TR30.3K shares29.08%2026-03-312026-04-27

VGSH VANGUARD SCOTTSDALE FDS74.7K shares-19.72%2026-03-312026-04-27

FIX COMFORT SYS USA INC3.2K shares24.43%2026-03-312026-04-27

TMUS T-MOBILE US INC20.7K shares15.88%2026-03-312026-04-27

DFAT DIMENSIONAL ETF TRUST69.5K shares-0.92%2026-03-312026-04-27

EMXC ISHARES INC53.8K shares27.54%2026-03-312026-04-27

CDNS CADENCE DESIGN SYSTEM INC15.0K shares-21.76%2026-03-312026-04-27

WCN WASTE CONNECTIONS INC25.6K shares-10.93%2026-03-312026-04-27

Sponsored

EEM ISHARES TR72.8K shares4.44%2026-03-312026-04-27

CSX CSX CORP100.7K shares7.61%2026-03-312026-04-27

XLY SELECT SECTOR SPDR TR37.8K shares1.18%2026-03-312026-04-27

TT TRANE TECHNOLOGIES PLC9.8K shares5.70%2026-03-312026-04-27

FCX FREEPORT MCMORAN INC69.3K shares15.63%2026-03-312026-04-27

WDC WESTERN DIGITAL CORP15.0K shares52.70%2026-03-312026-04-27

MAR MARRIOTT INTL INC NEW12.4K shares3.01%2026-03-312026-04-27

VHT VANGUARD WORLD FD14.9K shares-3.93%2026-03-312026-04-27

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IEMG ISHARES INC58.0K shares20.26%2026-03-312026-04-27

ADBE ADOBE INC16.6K shares-9.55%2026-03-312026-04-27

FAST FASTENAL CO85.9K shares-0.85%2026-03-312026-04-27

XLI SELECT SECTOR SPDR TR24.4K shares5.25%2026-03-312026-04-27

SBUX STARBUCKS CORP44.0K shares11.18%2026-03-312026-04-27

IJJ ISHARES TR29.7K shares3.04%2026-03-312026-04-27

EMR EMERSON ELEC CO29.9K shares6.26%2026-03-312026-04-27

IUSG ISHARES TR24.8K shares0.27%2026-03-312026-04-27

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EFX EQUIFAX INC21.3K shares12.93%2026-03-312026-04-27

TOTL SSGA ACTIVE ETF TR96.5K shares-10.69%2026-03-312026-04-27

GM GENERAL MTRS CO51.3K shares11.22%2026-03-312026-04-27

VNQ VANGUARD INDEX FDS42.9K shares-36.08%2026-03-312026-04-27

IJS ISHARES TR32.0K shares116.59%2026-03-312026-04-27

IBIT ISHARES BITCOIN TRUST ETF97.9K shares28.26%2026-03-312026-04-27

KMI KINDER MORGAN INC DEL110.7K shares20.46%2026-03-312026-04-27

FDM FIRST TR EXCHANGE-TRADED FD45.0K shares0.00%2026-03-312026-04-27

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DFAE DIMENSIONAL ETF TRUST109.0K shares5.20%2026-03-312026-04-27

ET ENERGY TRANSFER L P190.3K shares-3.67%2026-03-312026-04-27

HLT HILTON WORLDWIDE HLDGS INC12.0K shares6.97%2026-03-312026-04-27

HCA HCA HEALTHCARE INC7.7K shares6.36%2026-03-312026-04-27

BSJQ INVESCO EXCH TRD SLF IDX FD155.4K shares1.26%2026-03-312026-04-27

INTU INTUIT8.3K shares-39.27%2026-03-312026-04-27

BSX BOSTON SCIENTIFIC CORP56.7K shares13.74%2026-03-312026-04-27

WELL WELLTOWER INC17.9K shares6.88%2026-03-312026-04-27

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OBDC BLUE OWL CAPITAL CORPORATION317.5K shares-1.26%2026-03-312026-04-27

QUAL ISHARES TR17.9K shares-13.40%2026-03-312026-04-27

BSV VANGUARD BD INDEX FDS43.3K shares-14.63%2026-03-312026-04-27

ESGU ISHARES TR23.6K shares-0.41%2026-03-312026-04-27

ADVISORS INNER CIRCLE FD III ADVISORS INNER CIRCLE FD III131.7K shares2.44%2026-03-312026-04-27

BND VANGUARD BD INDEX FDS45.2K shares9.96%2026-03-312026-04-27

AMP AMERIPRISE FINL INC7.4K shares18.31%2026-03-312026-04-27

CEG CONSTELLATION ENERGY CORP11.7K shares14.80%2026-03-312026-04-27

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TE CONNECTIVITY PLC TE CONNECTIVITY PLC15.6K shares5.09%2026-03-312026-04-27

MDY STATE STR SPDR S&P MIDCAP 405.2K shares5.51%2026-03-312026-04-27

KBDC KAYNE ANDERSON BDC INC235.3K shares8.02%2026-03-312026-04-27

CVS CVS HEALTH CORP44.7K shares9.35%2026-03-312026-04-27

VIGI VANGUARD WHITEHALL FDS36.1K shares-7.64%2026-03-312026-04-27

VPL VANGUARD INTL EQUITY INDEX F32.4K shares-4.50%2026-03-312026-04-27

ROST ROSS STORES INC14.6K shares23.09%2026-03-312026-04-27

MMC MARSH & MCLENNAN COS INC18.1K shares25.21%2026-03-312026-04-27

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CME CME GROUP INC10.6K shares8.47%2026-03-312026-04-27

IYW ISHARES TR17.1K shares0.00%2026-03-312026-04-27

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO57.8K sharesnew addition2026-03-312026-04-27

MKL MARKEL GROUP INC1.6K shares-6.58%2026-03-312026-04-27

VRT VERTIV HOLDINGS CO12.0K shares54.60%2026-03-312026-04-27

RCL ROYAL CARIBBEAN GROUP10.9K shares13.72%2026-03-312026-04-27

RF REGIONS FINANCIAL CORP NEW114.9K shares4.54%2026-03-312026-04-27

D DOMINION ENERGY INC48.0K shares11.50%2026-03-312026-04-27

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BOXX EA SERIES TRUST25.3K shares-6.86%2026-03-312026-04-27

ETR ENTERGY CORP NEW26.1K shares8.41%2026-03-312026-04-27

PRU PRUDENTIAL FINL INC30.0K shares-0.83%2026-03-312026-04-27

BKR BAKER HUGHES COMPANY48.0K shares4.66%2026-03-312026-04-27

VONV VANGUARD SCOTTSDALE FDS31.1K shares0.44%2026-03-312026-04-27

NKE NIKE INC54.7K shares2.88%2026-03-312026-04-27

SCHV SCHWAB STRATEGIC TR94.7K shares-7.62%2026-03-312026-04-27

SNPS SYNOPSYS INC7.3K shares58.77%2026-03-312026-04-27

Sponsored

APP APPLOVIN CORP7.2K shares8.46%2026-03-312026-04-27

MET METLIFE INC40.5K shares16.63%2026-03-312026-04-27

MUB ISHARES TR26.8K shares379.58%2026-03-312026-04-27

MSCI MSCI INC5.3K shares16.83%2026-03-312026-04-27

EQIX EQUINIX INC2.9K shares38.65%2026-03-312026-04-27

ODFL OLD DOMINION FREIGHT LINE IN14.5K shares1.09%2026-03-312026-04-27

EME EMCOR GROUP INC3.8K shares25.84%2026-03-312026-04-27

UNILEVER PLC UNILEVER PLC49.3K shares-5.98%2026-03-312026-04-27

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NVS NOVARTIS AG18.3K shares5.47%2026-03-312026-04-27

OKE ONEOK INC NEW30.9K shares9.28%2026-03-312026-04-27

HPE HEWLETT PACKARD ENTERPRISE C117.4K shares18.92%2026-03-312026-04-27

TRMK TRUSTMARK CORP66.3K shares-5.84%2026-03-312026-04-27

SNDK SANDISK CORP4.4K shares19.95%2026-03-312026-04-27

TRGP TARGA RES CORP11.1K shares-2.49%2026-03-312026-04-27

GWRE GUIDEWIRE SOFTWARE INC18.4K shares-8.54%2026-03-312026-04-27

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL7.0K shares31.36%2026-03-312026-04-27

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ARCC ARES CAPITAL CORP152.2K shares-28.04%2026-03-312026-04-27

VLTO VERALTO CORP31.0K shares-30.39%2026-03-312026-04-27

SMH VANECK ETF TRUST7.1K shares5.83%2026-03-312026-04-27

CSGP COSTAR GROUP INC66.5K shares-9.95%2026-03-312026-04-27

DFNM DIMENSIONAL ETF TRUST55.8K shares0.00%2026-03-312026-04-27

SUSA ISHARES TR20.2K shares0.09%2026-03-312026-04-27

REGN REGENERON PHARMACEUTICALS3.4K shares41.57%2026-03-312026-04-27

DHI D R HORTON INC19.3K shares1.81%2026-03-312026-04-27

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CAH CARDINAL HEALTH INC12.4K shares5.86%2026-03-312026-04-27

GNR SPDR INDEX SHS FDS34.7K shares308.09%2026-03-312026-04-27

HWM HOWMET AEROSPACE INC11.1K shares7.53%2026-03-312026-04-27

XLE SELECT SECTOR SPDR TR41.5K shares9.99%2026-03-312026-04-27

CMS CMS ENERGY CORP32.3K shares13.19%2026-03-312026-04-27

EOG EOG RES INC17.3K shares24.17%2026-03-312026-04-27

XLC SELECT SECTOR SPDR TR22.4K shares-0.58%2026-03-312026-04-27

NUE NUCOR CORP14.7K shares-3.33%2026-03-312026-04-27

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AVMC AMERICAN CENTY ETF TR34.1K shares-2.56%2026-03-312026-04-27

AON PLC AON PLC7.5K shares28.60%2026-03-312026-04-27

CARR CARRIER GLOBAL CORPORATION43.0K shares12.10%2026-03-312026-04-27

IDXX IDEXX LABS INC4.3K shares3.33%2026-03-312026-04-27

SAP SAP SE14.0K shares15.68%2026-03-312026-04-27

TOTALENERGIES SE TOTALENERGIES SE26.1K sharesnew addition2026-03-312026-04-27

AIG AMERICAN INTL GROUP INC31.5K shares11.10%2026-03-312026-04-27

ABNB AIRBNB INC18.7K shares58.64%2026-03-312026-04-27

Sponsored

COWZ PACER FDS TR37.8K shares5.82%2026-03-312026-04-27

DGX QUEST DIAGNOSTICS INC12.0K shares6.57%2026-03-312026-04-27

CENCORA INC CENCORA INC7.5K shares4.20%2026-03-312026-04-27

LPLA LPL FINL HLDGS INC7.8K shares1.62%2026-03-312026-04-27

DSI ISHARES TR19.3K shares0.54%2026-03-312026-04-27

VDE VANGUARD WORLD FD13.5K shares10.18%2026-03-312026-04-27

DOV DOVER CORP11.2K shares7.55%2026-03-312026-04-27

GPN GLOBAL PMTS INC34.4K shares-1.09%2026-03-312026-04-27

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EW EDWARDS LIFESCIENCES CORP28.9K shares5.51%2026-03-312026-04-27

YUM YUM BRANDS INC14.9K shares2.69%2026-03-312026-04-27

JIRE J P MORGAN EXCHANGE TRADED F30.4K shares-1.59%2026-03-312026-04-27

DLR DIGITAL RLTY TR INC12.8K shares26.00%2026-03-312026-04-27

ADM ARCHER DANIELS MIDLAND CO31.7K shares8.65%2026-03-312026-04-27

PKG PACKAGING CORP AMER10.8K shares5.02%2026-03-312026-04-27

OXY OCCIDENTAL PETE CORP35.3K shares54.36%2026-03-312026-04-27

FTNT FORTINET INC27.9K shares38.90%2026-03-312026-04-27

Sponsored

CFG CITIZENS FINL GROUP INC37.9K shares26.84%2026-03-312026-04-27

VEEV VEEVA SYS INC12.7K shares-30.51%2026-03-312026-04-27

VOX VANGUARD WORLD FD12.2K shares6.24%2026-03-312026-04-27

SYY SYSCO CORP30.8K shares-1.86%2026-03-312026-04-27

SUSL ISHARES TR19.1K shares12.19%2026-03-312026-04-27

VTES VANGUARD WELLINGTON FD21.4K shares5.09%2026-03-312026-04-27

SLB SLB LIMITED41.4K shares16.86%2026-03-312026-04-27

TPL TEXAS PACIFIC LAND CORPORATI4.5K shares3.95%2026-03-312026-04-27

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ED CONSOLIDATED EDISON INC18.7K shares20.20%2026-03-312026-04-27

AJG GALLAGHER ARTHUR J & CO9.7K shares4.77%2026-03-312026-04-27

ROOT INC ROOT INC47.2K shares122.22%2026-03-312026-04-27

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC21.0K shares16.58%2026-03-312026-04-27

SHY ISHARES TR25.1K shares-3.96%2026-03-312026-04-27

WAB WABTEC8.3K shares9.82%2026-03-312026-04-27

IAG IAMGOLD CORP109.5K shares0.49%2026-03-312026-04-27

VCR VANGUARD WORLD FD5.7K shares2.71%2026-03-312026-04-27

Sponsored

EXC EXELON CORP41.9K shares11.65%2026-03-312026-04-27

ESGE ISHARES INC45.0K shares9.35%2026-03-312026-04-27

EBAY EBAY INC.22.4K shares19.33%2026-03-312026-04-27

XEL XCEL ENERGY INC25.7K shares10.53%2026-03-312026-04-27

VCSH VANGUARD SCOTTSDALE FDS25.8K shares-19.72%2026-03-312026-04-27

SRE SEMPRA20.9K shares19.42%2026-03-312026-04-27

TER TERADYNE INC6.8K shares40.70%2026-03-312026-04-27

DELL DELL TECHNOLOGIES INC12.3K shares8.20%2026-03-312026-04-27

Sponsored

ADSK AUTODESK INC8.4K shares-1.43%2026-03-312026-04-27

MFC MANULIFE FINL CORP58.2K shares1.88%2026-03-312026-04-27

CTAS CINTAS CORP11.8K shares33.48%2026-03-312026-04-27

CTVA CORTEVA INC23.7K shares8.36%2026-03-312026-04-27

LIBERTY LIVE HOLDINGS INC LIBERTY LIVE HOLDINGS INC20.9K shares0.33%2026-03-312026-04-27

VUSB VANGUARD BD INDEX FDS39.6K shares-10.62%2026-03-312026-04-27

AIQ GLOBAL X FDS41.8K shares10.82%2026-03-312026-04-27

USMV ISHARES TR20.9K shares10.50%2026-03-312026-04-27

Sponsored

GDX VANECK ETF TRUST21.0K shares236.23%2026-03-312026-04-27

AME AMETEK INC8.9K shares13.90%2026-03-312026-04-27

M MACYS INC105.7K shares-0.62%2026-03-312026-04-27

OUNZ VANECK MERK GOLD ETF42.3K shares7.26%2026-03-312026-04-27

EQT CORP EQT CORP29.9K shares4.69%2026-03-312026-04-27

VXF VANGUARD INDEX FDS9.3K shares0.00%2026-03-312026-04-27

GBDC GOLUB CAP BDC INC149.3K shares20.78%2026-03-312026-04-27

MCHP MICROCHIP TECHNOLOGY INC.29.2K shares24.66%2026-03-312026-04-27

Sponsored

KR KROGER CO25.8K shares20.13%2026-03-312026-04-27

RYAN RYAN SPECIALTY HOLDINGS INC54.8K shares1.69%2026-03-312026-04-27

ROP ROPER TECHNOLOGIES INC5.2K shares6.68%2026-03-312026-04-27

FRPH FRP HLDGS INC84.1K shares3.73%2026-03-312026-04-27

MGMT UNIFIED SER TR40.7K shares789.82%2026-03-312026-04-27

GRBK GREEN BRICK PARTNERS INC28.5K shares0.32%2026-03-312026-04-27

HAL HALLIBURTON CO46.9K shares9.28%2026-03-312026-04-27

GWW WW GRAINGER INC1.7K shares11.19%2026-03-312026-04-27

Sponsored

MAA MID-AMER APT CMNTYS INC14.8K shares5.40%2026-03-312026-04-27

TPR TAPESTRY INC12.8K shares8.00%2026-03-312026-04-27

CIEN CIENA CORP4.6K shares20.01%2026-03-312026-04-27

BP BP PLC38.3K shares2.96%2026-03-312026-04-27

PCG PG&E CORP102.3K shares69.38%2026-03-312026-04-27

CGDV CAPITAL GROUP DIVIDEND VALUE42.2K shares17.98%2026-03-312026-04-27

EIX EDISON INTL24.5K shares41.29%2026-03-312026-04-27

GIS GENERAL MILLS INC48.1K shares0.65%2026-03-312026-04-27

Sponsored

FIS FIDELITY NATL INFORMATION SV38.1K shares5.31%2026-03-312026-04-27

TECH BIO-TECHNE CORP34.1K shares-14.33%2026-03-312026-04-27

GRMN GARMIN LTD7.7K shares27.61%2026-03-312026-04-27

SAIC SCIENCE APPLICATIONS INTL CO18.8K shares5.70%2026-03-312026-04-27

GGG GRACO INC20.9K shares7.96%2026-03-312026-04-27

XLP SELECT SECTOR SPDR TR21.4K shares29.13%2026-03-312026-04-27

AVSC AMERICAN CENTY ETF TR27.9K shares0.70%2026-03-312026-04-27

VTEB VANGUARD MUN BD FDS34.6K shares15.17%2026-03-312026-04-27

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T36.0K shares0.67%2026-03-312026-04-27

A AGILENT TECHNOLOGIES INC15.0K shares26.58%2026-03-312026-04-27

SPOT SPOTIFY TECHNOLOGY S A3.5K shares29.38%2026-03-312026-04-27

DOW DOW HLDGS INC40.8K shares60.58%2026-03-312026-04-27

FI FISERV INC30.3K shares18.03%2026-03-312026-04-27

VIS VANGUARD WORLD FD5.4K shares-0.13%2026-03-312026-04-27

IEV ISHARES TR24.8K sharesnew addition2026-03-312026-04-27

O REALTY INCOME CORP27.4K shares10.65%2026-03-312026-04-27

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STT STATE STR CORP13.2K shares12.31%2026-03-312026-04-27

SOUTHSTATE BK CORP SOUTHSTATE BK CORP18.0K shares0.72%2026-03-312026-04-27

DFAX DIMENSIONAL ETF TRUST49.1K sharesnew addition2026-03-312026-04-27

TSN TYSON FOODS INC25.8K shares49.64%2026-03-312026-04-27

WEC ENERGY GROUP INC WEC ENERGY GROUP INC14.2K shares13.20%2026-03-312026-04-27

ES EVERSOURCE ENERGY23.8K shares25.36%2026-03-312026-04-27

WST WEST PHARMACEUTICAL SVSC INC6.6K shares-25.80%2026-03-312026-04-27

NDAQ NASDAQ INC19.3K shares39.67%2026-03-312026-04-27

Sponsored

VST VISTRA CORP10.9K shares10.02%2026-03-312026-04-27

TTWO TAKE-TWO INTERACTIVE SOFTWAR8.3K shares25.46%2026-03-312026-04-27

PEG PUBLIC SVC ENTERPRISE GROUP20.2K shares-3.14%2026-03-312026-04-27

BWIN THE BALDWIN INSURANCE GRP IN74.5K shares0.95%2026-03-312026-04-27

STZ CONSTELLATION BRANDS INC10.8K shares0.67%2026-03-312026-04-27

EFAV ISHARES TR17.7K shares-0.04%2026-03-312026-04-27

HOOD ROBINHOOD MKTS INC23.1K shares-23.87%2026-03-312026-04-27

JBL JABIL INC6.0K shares11.09%2026-03-312026-04-27

Sponsored

HBAN HUNTINGTON BANCSHARES INC101.7K shares53.26%2026-03-312026-04-27

JEPI J P MORGAN EXCHANGE TRADED F28.1K shares-12.59%2026-03-312026-04-27

EQBK EQUITY BANCSHARES INC35.7K sharesnew addition2026-03-312026-04-27

ZTS ZOETIS INC13.4K shares49.49%2026-03-312026-04-27

DLN WISDOMTREE TR17.7K shares0.00%2026-03-312026-04-27

IRM IRON MTN INC DEL15.4K shares30.26%2026-03-312026-04-27

CPRT COPART INC47.4K shares5.58%2026-03-312026-04-27

PAYX PAYCHEX INC17.0K shares24.19%2026-03-312026-04-27

Sponsored

ZBH ZIMMER BIOMET HOLDINGS INC17.3K shares4.35%2026-03-312026-04-27

AVSU AMERICAN CENTY ETF TR21.1K shares-16.06%2026-03-312026-04-27

ENB ENBRIDGE INC28.8K shares6.74%2026-03-312026-04-27

KNSL KINSALE CAP GROUP INC4.5K shares-28.98%2026-03-312026-04-27

VTI

VANGUARD INDEX FDS

0.90%

Shares8.7M

Event2026-03-31

Filed2026-04-27

VIG

VANGUARD SPECIALIZED FUNDS

1.01%

Shares5.8M

Event2026-03-31

Filed2026-04-27

JCPB

J P MORGAN EXCHANGE TRADED F

16.50%

Shares14.4M

Event2026-03-31

Filed2026-04-27

AVUS

AMERICAN CENTY ETF TR

9.45%

Shares5.7M

Event2026-03-31

Filed2026-04-27

VXUS

VANGUARD STAR FDS

5.97%

Shares8.1M

Event2026-03-31

Filed2026-04-27

JPST

J P MORGAN EXCHANGE TRADED F

1.14%

Shares9.6M

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

3.15%

Shares1.6M

Event2026-03-31

Filed2026-04-27

SPY

STATE STR SPDR S&P 500 ETF T

-1.06%

Shares456.6K

Event2026-03-31

Filed2026-04-27

IVW

ISHARES TR

-5.71%

Shares2.2M

Event2026-03-31

Filed2026-04-27

SPYG

SPDR SERIES TRUST

-42.13%

Shares2.8M

Event2026-03-31

Filed2026-04-27

HOME DEPOT INC

-0.73%

Shares679.7K

Event2026-03-31

Filed2026-04-27

QLTY

GMO ETF TRUST

1078.90%

Shares5.9M

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

1.95%

Shares540.6K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

8.81%

Shares1.1M

Event2026-03-31

Filed2026-04-27

SCHB

SCHWAB STRATEGIC TR

-1.40%

Shares6.6M

Event2026-03-31

Filed2026-04-27

GSLC

GOLDMAN SACHS ETF TR

3.06%

Shares1.2M

Event2026-03-31

Filed2026-04-27

IVV

ISHARES TR

3.86%

Shares224.4K

Event2026-03-31

Filed2026-04-27

ITOT

ISHARES TR

-1.80%

Shares1.0M

Event2026-03-31

Filed2026-04-27

AVDE

AMERICAN CENTY ETF TR

-0.65%

Shares1.7M

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

3.36%

Shares638.8K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

5.01%

Shares455.3K

Event2026-03-31

Filed2026-04-27

JMST

J P MORGAN EXCHANGE TRADED F

17.18%

Shares2.6M

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

1.60%

Shares197.0K

Event2026-03-31

Filed2026-04-27

GSIE

GOLDMAN SACHS ETF TR

-1.40%

Shares2.6M

Event2026-03-31

Filed2026-04-27

ALPHABET INC

1.88%

Shares346.1K

Event2026-03-31

Filed2026-04-27

TROW

PRICE T ROWE GROUP INC

-11.14%

Shares980.0K

Event2026-03-31

Filed2026-04-27

AVEM

AMERICAN CENTY ETF TR

1.75%

Shares1.1M

Event2026-03-31

Filed2026-04-27

BERKSHIRE HATHAWAY INC DEL

3.65%

Shares178.1K

Event2026-03-31

Filed2026-04-27

BROADCOM INC

7.82%

Shares266.0K

Event2026-03-31

Filed2026-04-27

SCHX

SCHWAB STRATEGIC TR

1.18%

Shares3.1M

Event2026-03-31

Filed2026-04-27

VEU

VANGUARD INTL EQUITY INDEX F

-0.32%

Shares1.0M

Event2026-03-31

Filed2026-04-27

JPM

JPMORGAN CHASE & CO

4.46%

Shares257.8K

Event2026-03-31

Filed2026-04-27

JNJ

JOHNSON & JOHNSON

2.29%

Shares303.2K

Event2026-03-31

Filed2026-04-27

DUHP

DIMENSIONAL ETF TRUST

8.70%

Shares2.0M

Event2026-03-31

Filed2026-04-27

ALB

ALBEMARLE CORP

0.37%

Shares403.6K

Event2026-03-31

Filed2026-04-27

DFAC

DIMENSIONAL ETF TRUST

0.65%

Shares1.8M

Event2026-03-31

Filed2026-04-27

XOM

EXXON MOBIL CORP

6.11%

Shares349.0K

Event2026-03-31

Filed2026-04-27

VISA INC

-0.37%

Shares194.3K

Event2026-03-31

Filed2026-04-27

LLY

ELI LILLY & CO

6.61%

Shares63.0K

Event2026-03-31

Filed2026-04-27

DFAU

DIMENSIONAL ETF TRUST

-4.80%

Shares1.3M

Event2026-03-31

Filed2026-04-27

META

META PLATFORMS INC

6.88%

Shares100.7K

Event2026-03-31

Filed2026-04-27

INVESCO QQQ TR

0.35%

Shares97.2K

Event2026-03-31

Filed2026-04-27

WMT

WALMART INC

2.54%

Shares437.7K

Event2026-03-31

Filed2026-04-27

SCHG

SCHWAB STRATEGIC TR

-5.28%

Shares1.7M

Event2026-03-31

Filed2026-04-27

IWD

ISHARES TR

0.68%

Shares236.3K

Event2026-03-31

Filed2026-04-27

SCHD

SCHWAB STRATEGIC TR

4.04%

Shares1.6M

Event2026-03-31

Filed2026-04-27

COCA COLA CO

4.89%

Shares629.1K

Event2026-03-31

Filed2026-04-27

IWF

ISHARES TR

5.15%

Shares106.1K

Event2026-03-31

Filed2026-04-27

INVESCO EXCHANGE TRADED FD T

-0.89%

Shares228.5K

Event2026-03-31

Filed2026-04-27

TSLA

TESLA INC

7.38%

Shares117.2K

Event2026-03-31

Filed2026-04-27

HTRB

HARTFORD FDS EXCHANGE TRADED

-13.16%

Shares1.2M

Event2026-03-31

Filed2026-04-27

GEM

GOLDMAN SACHS ETF TR

-5.87%

Shares940.0K

Event2026-03-31

Filed2026-04-27

AVUV

AMERICAN CENTY ETF TR

-1.12%

Shares361.4K

Event2026-03-31

Filed2026-04-27

PROCTER & GAMBLE CO

0.94%

Shares269.2K

Event2026-03-31

Filed2026-04-27

CVX

CHEVRON CORPORATION

0.71%

Shares187.3K

Event2026-03-31

Filed2026-04-27

JSCP

J P MORGAN EXCHANGE TRADED F

-9.97%

Shares752.1K

Event2026-03-31

Filed2026-04-27

VUG

VANGUARD INDEX FDS

5.46%

Shares80.8K

Event2026-03-31

Filed2026-04-27

SCHF

SCHWAB STRATEGIC TR

-1.58%

Shares1.4M

Event2026-03-31

Filed2026-04-27

CAT

CATERPILLAR INC

3.26%

Shares46.9K

Event2026-03-31

Filed2026-04-27

CSCO

CISCO SYS INC

0.42%

Shares422.4K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

-1.79%

Shares113.6K

Event2026-03-31

Filed2026-04-27

AT&T INC

3.47%

Shares1.1M

Event2026-03-31

Filed2026-04-27

RTX

RTX CORPORATION

1.98%

Shares163.9K

Event2026-03-31

Filed2026-04-27

MINT

PIMCO ETF TR

-28.99%

Shares305.7K

Event2026-03-31

Filed2026-04-27

ABBV

ABBVIE INC

4.50%

Shares141.1K

Event2026-03-31

Filed2026-04-27

COST

COSTCO WHOLESALE CORPORATION

11.81%

Shares30.6K

Event2026-03-31

Filed2026-04-27

IJR

ISHARES TR

-2.15%

Shares244.4K

Event2026-03-31

Filed2026-04-27

IWV

ISHARES TR

0.47%

Shares80.3K

Event2026-03-31

Filed2026-04-27

GLD

SPDR GOLD TR

1.98%

Shares68.7K

Event2026-03-31

Filed2026-04-27

MERCK & CO INC

5.80%

Shares241.4K

Event2026-03-31

Filed2026-04-27

EFA

ISHARES TR

11.76%

Shares293.5K

Event2026-03-31

Filed2026-04-27

MGK

VANGUARD WORLD FD

0.78%

Shares75.7K

Event2026-03-31

Filed2026-04-27

ORCL

ORACLE CORP

0.97%

Shares185.5K

Event2026-03-31

Filed2026-04-27

MCD

MCDONALDS CORP

0.19%

Shares87.0K

Event2026-03-31

Filed2026-04-27

MASTERCARD INCORPORATED

1.53%

Shares52.4K

Event2026-03-31

Filed2026-04-27

LAM RESEARCH CORP

-6.38%

Shares114.2K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

5.95%

Shares91.1K

Event2026-03-31

Filed2026-04-27

ACCENTURE PLC IRELAND

-13.10%

Shares117.5K

Event2026-03-31

Filed2026-04-27

PEP

PEPSICO INC

0.69%

Shares149.6K

Event2026-03-31

Filed2026-04-27

DGRW

WISDOMTREE TR

-2.07%

Shares263.8K

Event2026-03-31

Filed2026-04-27

NFLX

NETFLIX INC.

6.63%

Shares237.4K

Event2026-03-31

Filed2026-04-27

HDV

ISHARES TR

5.96%

Shares168.1K

Event2026-03-31

Filed2026-04-27

IBM

INTERNATIONAL BUSINESS MACHS

8.42%

Shares94.0K

Event2026-03-31

Filed2026-04-27

HON

HONEYWELL INTL INC

1.89%

Shares93.0K

Event2026-03-31

Filed2026-04-27

BAC

BANK AMERICA CORP

4.34%

Shares427.6K

Event2026-03-31

Filed2026-04-27

NEE

NEXTERA ENERGY INC

0.02%

Shares220.8K

Event2026-03-31

Filed2026-04-27

DVY

ISHARES TR

0.87%

Shares135.1K

Event2026-03-31

Filed2026-04-27

VGT

VANGUARD WORLD FD

-0.56%

Shares29.1K

Event2026-03-31

Filed2026-04-27

AXP

AMERICAN EXPRESS CO

0.51%

Shares66.9K

Event2026-03-31

Filed2026-04-27

AMGN

AMGEN INC

0.19%

Shares56.1K

Event2026-03-31

Filed2026-04-27

DGRO

ISHARES TR

-2.12%

Shares280.6K

Event2026-03-31

Filed2026-04-27

IEFA

ISHARES TR

2.50%

Shares216.7K

Event2026-03-31

Filed2026-04-27

BRK.A

BERKSHIRE HATHAWAY INC DEL

-27.03%

Shares27

Event2026-03-31

Filed2026-04-27

NEU

NEWMARKET CORP

0.27%

Shares29.9K

Event2026-03-31

Filed2026-04-27

VEA

VANGUARD TAX-MANAGED FDS

17.20%

Shares295.1K

Event2026-03-31

Filed2026-04-27

VONG

VANGUARD SCOTTSDALE FDS

0.90%

Shares170.8K

Event2026-03-31

Filed2026-04-27

MORGAN STANLEY

36.05%

Shares112.6K

Event2026-03-31

Filed2026-04-27

SOUTHERN CO

-0.58%

Shares191.3K

Event2026-03-31

Filed2026-04-27

ABT

ABBOTT LABORATORIES

1.31%

Shares179.6K

Event2026-03-31

Filed2026-04-27

ISHARES GOLD TR

-0.20%

Shares206.4K

Event2026-03-31

Filed2026-04-27

PHILIP MORRIS INTL INC

8.03%

Shares103.0K

Event2026-03-31

Filed2026-04-27

TXN

TEXAS INSTRS INC

1.37%

Shares83.6K

Event2026-03-31

Filed2026-04-27

GOLDMAN SACHS GROUP INC

3.40%

Shares19.1K

Event2026-03-31

Filed2026-04-27

SLDE

SLIDE INS HLDGS INC

-0.02%

Shares892.4K

Event2026-03-31

Filed2026-04-27

IXUS

ISHARES TR

-16.96%

Shares180.7K

Event2026-03-31

Filed2026-04-27

CHUBB LTD SWITZ

2.45%

Shares47.4K

Event2026-03-31

Filed2026-04-27

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-0.93%

Shares45.5K

Event2026-03-31

Filed2026-04-27

IWB

ISHARES TR

2.77%

Shares42.2K

Event2026-03-31

Filed2026-04-27

GENERAL DYNAMICS CORP

3.51%

Shares43.8K

Event2026-03-31

Filed2026-04-27

UNP

UNION PAC CORP

3.10%

Shares61.2K

Event2026-03-31

Filed2026-04-27

ACWV

ISHARES INC

-2.91%

Shares122.7K

Event2026-03-31

Filed2026-04-27

AMD

ADVANCED MICRO DEVICES INC

10.52%

Shares71.7K

Event2026-03-31

Filed2026-04-27

MGV

VANGUARD WORLD FD

-0.02%

Shares97.7K

Event2026-03-31

Filed2026-04-27

PLTR

PALANTIR TECHNOLOGIES INC

8.62%

Shares96.6K

Event2026-03-31

Filed2026-04-27

VANGUARD INTL EQUITY INDEX F

0.01%

Shares101.4K

Event2026-03-31

Filed2026-04-27

MGC

VANGUARD WORLD FD

0.00%

Shares59.4K

Event2026-03-31

Filed2026-04-27

GEV

GE VERNOVA INC

12.28%

Shares16.0K

Event2026-03-31

Filed2026-04-27

VTV

VANGUARD INDEX FDS

19.31%

Shares70.4K

Event2026-03-31

Filed2026-04-27

VBR

VANGUARD INDEX FDS

-1.13%

Shares63.6K

Event2026-03-31

Filed2026-04-27

ILOW

AB ACTIVE ETFS INC

-17.51%

Shares322.5K

Event2026-03-31

Filed2026-04-27

IGM

ISHARES TR

-20.38%

Shares115.9K

Event2026-03-31

Filed2026-04-27

USB

US BANCORP

2.13%

Shares263.4K

Event2026-03-31

Filed2026-04-27

LOW

LOWES COS INC

1.76%

Shares57.6K

Event2026-03-31

Filed2026-04-27

MICRON TECHNOLOGY INC

29.31%

Shares40.1K

Event2026-03-31

Filed2026-04-27

DFUS

DIMENSIONAL ETF TRUST

-0.27%

Shares189.4K

Event2026-03-31

Filed2026-04-27

UNH

UNITEDHEALTH GROUP INC

3.59%

Shares49.2K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

-0.77%

Shares44.0K

Event2026-03-31

Filed2026-04-27

IJH

ISHARES TR

7.85%

Shares193.5K

Event2026-03-31

Filed2026-04-27

VYM

VANGUARD WHITEHALL FDS

-7.41%

Shares88.0K

Event2026-03-31

Filed2026-04-27

SDY

SPDR SERIES TRUST

-0.19%

Shares89.1K

Event2026-03-31

Filed2026-04-27

TMO

THERMO FISHER SCIENTIFIC INC

-9.27%

Shares26.1K

Event2026-03-31

Filed2026-04-27

ISRG

INTUITIVE SURGICAL INC

-0.85%

Shares27.5K

Event2026-03-31

Filed2026-04-27

KLAC

KLA CORP

8.37%

Shares8.6K

Event2026-03-31

Filed2026-04-27

ICE

INTERCONTINENTAL EXCHANGE IN

-2.43%

Shares80.4K

Event2026-03-31

Filed2026-04-27

AMAT

APPLIED MATLS INC

8.29%

Shares36.8K

Event2026-03-31

Filed2026-04-27

CRH PLC

3.02%

Shares117.3K

Event2026-03-31

Filed2026-04-27

UBER

UBER TECHNOLOGIES INC

-5.33%

Shares171.2K

Event2026-03-31

Filed2026-04-27

PWR

QUANTA SVCS INC

2.39%

Shares22.4K

Event2026-03-31

Filed2026-04-27

AGG

ISHARES TR

-7.25%

Shares121.7K

Event2026-03-31

Filed2026-04-27

IWM

ISHARES TR

10.88%

Shares48.3K

Event2026-03-31

Filed2026-04-27

ACWI

ISHARES TR

-5.80%

Shares85.7K

Event2026-03-31

Filed2026-04-27

GE AEROSPACE

15.37%

Shares41.6K

Event2026-03-31

Filed2026-04-27

DAL

DELTA AIR LINES INC

12.87%

Shares177.1K

Event2026-03-31

Filed2026-04-27

TJX

TJX COS INC NEW

9.59%

Shares72.2K

Event2026-03-31

Filed2026-04-27

WFC

WELLS FARGO & CO

2.16%

Shares144.3K

Event2026-03-31

Filed2026-04-27

FDX

FEDEX CORP

-1.16%

Shares32.0K

Event2026-03-31

Filed2026-04-27

PNC

PNC FINL SVCS GROUP INC

0.21%

Shares54.3K

Event2026-03-31

Filed2026-04-27

CITIGROUP INC

10.31%

Shares99.2K

Event2026-03-31

Filed2026-04-27

DHR

DANAHER CORP DEL

0.72%

Shares57.3K

Event2026-03-31

Filed2026-04-27

DUKE ENERGY CORP NEW

-0.75%

Shares82.8K

Event2026-03-31

Filed2026-04-27

DFCF

DIMENSIONAL ETF TRUST

-4.01%

Shares254.5K

Event2026-03-31

Filed2026-04-27

EATON CORP PLC

7.26%

Shares29.9K

Event2026-03-31

Filed2026-04-27

VERIZON COMMUNICATIONS INC

10.26%

Shares208.3K

Event2026-03-31

Filed2026-04-27

WASTE MGMT INC DEL

-0.64%

Shares45.4K

Event2026-03-31

Filed2026-04-27

INTC

INTEL CORP

11.75%

Shares235.1K

Event2026-03-31

Filed2026-04-27

LMT

LOCKHEED MARTIN CORP

4.73%

Shares17.0K

Event2026-03-31

Filed2026-04-27

LINDE PLC

15.39%

Shares20.3K

Event2026-03-31

Filed2026-04-27

AVDV

AMERICAN CENTY ETF TR

-1.43%

Shares100.6K

Event2026-03-31

Filed2026-04-27

GLW

CORNING INC

3.27%

Shares72.3K

Event2026-03-31

Filed2026-04-27

IVE

ISHARES TR

-7.38%

Shares45.8K

Event2026-03-31

Filed2026-04-27

PFE

PFIZER INC

4.60%

Shares344.0K

Event2026-03-31

Filed2026-04-27

SCHM

SCHWAB STRATEGIC TR

-1.08%

Shares311.9K

Event2026-03-31

Filed2026-04-27

APH

AMPHENOL CORP

14.23%

Shares75.5K

Event2026-03-31

Filed2026-04-27

SHW

SHERWIN WILLIAMS CO

-9.47%

Shares29.6K

Event2026-03-31

Filed2026-04-27

ADP

AUTOMATIC DATA PROCESSING IN

1.98%

Shares46.7K

Event2026-03-31

Filed2026-04-27

APD

AIR PRODUCTS AND CHEMICALS I

-2.89%

Shares32.0K

Event2026-03-31

Filed2026-04-27

LRGF

ISHARES TR

-0.67%

Shares139.4K

Event2026-03-31

Filed2026-04-27

DIS

DISNEY WALT CO

12.49%

Shares94.6K

Event2026-03-31

Filed2026-04-27

IWN

ISHARES TR

0.27%

Shares47.2K

Event2026-03-31

Filed2026-04-27

ESGD

ISHARES TR

3.41%

Shares92.9K

Event2026-03-31

Filed2026-04-27

MEDTRONIC PLC

-5.44%

Shares101.8K

Event2026-03-31

Filed2026-04-27

XLK

SELECT SECTOR SPDR TR

-0.72%

Shares66.1K

Event2026-03-31

Filed2026-04-27

MKC

MCCORMICK & CO INC

46.50%

Shares174.0K

Event2026-03-31

Filed2026-04-27

DFAI

DIMENSIONAL ETF TRUST

6.28%

Shares224.9K

Event2026-03-31

Filed2026-04-27

VBK

VANGUARD INDEX FDS

2.08%

Shares28.9K

Event2026-03-31

Filed2026-04-27

DEERE & CO

13.04%

Shares15.2K

Event2026-03-31

Filed2026-04-27

PARKER-HANNIFIN CORP

8.85%

Shares9.6K

Event2026-03-31

Filed2026-04-27

SCHA

SCHWAB STRATEGIC TR

1.76%

Shares293.2K

Event2026-03-31

Filed2026-04-27

AXSM

AXSOME THERAPEUTICS INC.

47.31%

Shares50.2K

Event2026-03-31

Filed2026-04-27

BLACKROCK INC

6.38%

Shares8.7K

Event2026-03-31

Filed2026-04-27

ZILLOW GROUP INC

0.86%

Shares202.8K

Event2026-03-31

Filed2026-04-27

GPC

GENUINE PARTS CO

1.36%

Shares79.2K

Event2026-03-31

Filed2026-04-27

WBD

WARNER BROS DISCOVERY INC

4.78%

Shares296.6K

Event2026-03-31

Filed2026-04-27

ALTRIA GROUP INC

2.98%

Shares122.0K

Event2026-03-31

Filed2026-04-27

GILD

GILEAD SCIENCES INC

10.72%

Shares57.0K

Event2026-03-31

Filed2026-04-27

COP

CONOCOPHILLIPS

8.45%

Shares59.9K

Event2026-03-31

Filed2026-04-27

PANW

PALO ALTO NETWORKS INC

7.88%

Shares49.3K

Event2026-03-31

Filed2026-04-27

ECL

ECOLAB INC

11.34%

Shares29.4K

Event2026-03-31

Filed2026-04-27

COF

CAPITAL ONE FINL CORP

44.24%

Shares42.5K

Event2026-03-31

Filed2026-04-27

ALL

ALLSTATE CORP

141.77%

Shares37.1K

Event2026-03-31

Filed2026-04-27

ORLY

OREILLY AUTOMOTIVE INC

0.11%

Shares82.9K

Event2026-03-31

Filed2026-04-27

NSC

NORFOLK SOUTHN CORP

-4.00%

Shares26.1K

Event2026-03-31

Filed2026-04-27

MCK

MCKESSON CORP

2.51%

Shares8.6K

Event2026-03-31

Filed2026-04-27

DCOR

DIMENSIONAL ETF TRUST

0.43%

Shares102.7K

Event2026-03-31

Filed2026-04-27

INVESCO EXCH TRADED FD TR II

0.02%

Shares100.9K

Event2026-03-31

Filed2026-04-27

AFL

AFLAC INC

4.03%

Shares67.1K

Event2026-03-31

Filed2026-04-27

OEF

ISHARES TR

-0.85%

Shares22.9K

Event2026-03-31

Filed2026-04-27

KKR & CO INC

-3.19%

Shares77.9K

Event2026-03-31

Filed2026-04-27

IWO

ISHARES TR

-0.48%

Shares22.9K

Event2026-03-31

Filed2026-04-27

VMC

VULCAN MATLS CO

-7.86%

Shares26.2K

Event2026-03-31

Filed2026-04-27

SPGI

S&P GLOBAL INC

-16.54%

Shares16.5K

Event2026-03-31

Filed2026-04-27

CRM

SALESFORCE INC

-4.74%

Shares37.4K

Event2026-03-31

Filed2026-04-27

CMCSA

COMCAST CORP NEW

3.72%

Shares242.0K

Event2026-03-31

Filed2026-04-27

PSX

PHILLIPS 66

10.46%

Shares38.1K

Event2026-03-31

Filed2026-04-27

ASML

ASML HLDG NV

-18.25%

Shares5.2K

Event2026-03-31

Filed2026-04-27

IJK

ISHARES TR

2.64%

Shares68.1K

Event2026-03-31

Filed2026-04-27

AEP

AMERICAN ELEC PWR CO INC

3.47%

Shares52.0K

Event2026-03-31

Filed2026-04-27

COLGATE PALMOLIVE CO

-4.25%

Shares79.4K

Event2026-03-31

Filed2026-04-27

RSPT

INVESCO EXCHANGE TRADED FD T

0.00%

Shares148.3K

Event2026-03-31

Filed2026-04-27

BMY

BRISTOL-MYERS SQUIBB CO

26.25%

Shares110.0K

Event2026-03-31

Filed2026-04-27

VOE

VANGUARD INDEX FDS

0.02%

Shares35.9K

Event2026-03-31

Filed2026-04-27

RSG

REPUBLIC SVCS INC

10.51%

Shares30.0K

Event2026-03-31

Filed2026-04-27

MDLZ

MONDELEZ INTL INC

-7.24%

Shares113.8K

Event2026-03-31

Filed2026-04-27

AMT

AMERICAN TOWER CORP

-5.61%

Shares37.8K

Event2026-03-31

Filed2026-04-27

DFEM

DIMENSIONAL ETF TRUST

-6.37%

Shares188.0K

Event2026-03-31

Filed2026-04-27

MPC

MARATHON PETE CORP

2.72%

Shares26.5K

Event2026-03-31

Filed2026-04-27

ITW

ILLINOIS TOOL WKS INC

3.39%

Shares24.8K

Event2026-03-31

Filed2026-04-27

PGR

PROGRESSIVE CORP

9.74%

Shares32.3K

Event2026-03-31

Filed2026-04-27

TDG

TRANSDIGM GROUP INC

-4.22%

Shares5.5K

Event2026-03-31

Filed2026-04-27

BKNG

BOOKING HOLDINGS INC

3.94%

Shares1.5K

Event2026-03-31

Filed2026-04-27

BROOKFIELD CORP

0.08%

Shares155.9K

Event2026-03-31

Filed2026-04-27

ATLC

ATLANTICUS HOLDINGS CORP

1761.59%

Shares118.8K

Event2026-03-31

Filed2026-04-27

TRV

TRAVELERS COMPANIES INC

9.41%

Shares20.9K

Event2026-03-31

Filed2026-04-27

SYK

STRYKER CORPORATION

25.84%

Shares18.5K

Event2026-03-31

Filed2026-04-27

ELV

ELEVANCE HEALTH INC FORMERLY

-18.06%

Shares20.7K

Event2026-03-31

Filed2026-04-27

TFC

TRUIST FINL CORP

0.79%

Shares131.9K

Event2026-03-31

Filed2026-04-27

VWO

VANGUARD INTL EQUITY INDEX F

15.76%

Shares112.1K

Event2026-03-31

Filed2026-04-27

SCHW

SCHWAB CHARLES CORP

7.95%

Shares64.3K

Event2026-03-31

Filed2026-04-27

FITB

FIFTH THIRD BANCORP

75.26%

Shares126.8K

Event2026-03-31

Filed2026-04-27

ADI

ANALOG DEVICES INC

15.46%

Shares18.5K

Event2026-03-31

Filed2026-04-27

TGT

TARGET CORP

3.91%

Shares48.5K

Event2026-03-31

Filed2026-04-27

CBRE

CBRE GROUP INC

-3.21%

Shares43.2K

Event2026-03-31

Filed2026-04-27

VOT

VANGUARD INDEX FDS

-5.13%

Shares22.7K

Event2026-03-31

Filed2026-04-27

HEI.A

HEICO CORP NEW

-6.01%

Shares27.5K

Event2026-03-31

Filed2026-04-27

DIA

STATE STR SPDR DOW JONES IND

-7.60%

Shares12.4K

Event2026-03-31

Filed2026-04-27

MCO

MOODYS CORP

-5.72%

Shares13.2K

Event2026-03-31

Filed2026-04-27

QCOM

QUALCOMM INC

-0.78%

Shares44.7K

Event2026-03-31

Filed2026-04-27

EPD

ENTERPRISE PRODS PARTNERS L

3.34%

Shares151.5K

Event2026-03-31

Filed2026-04-27

XLF

SELECT SECTOR SPDR TR

-2.28%

Shares115.5K

Event2026-03-31

Filed2026-04-27

PCAR

PACCAR INC

-7.03%

Shares49.1K

Event2026-03-31

Filed2026-04-27

WMB

WILLIAMS COS INC

4.00%

Shares77.2K

Event2026-03-31

Filed2026-04-27

BLACKSTONE INC

-7.41%

Shares48.1K

Event2026-03-31

Filed2026-04-27

SCHO

SCHWAB STRATEGIC TR

0.82%

Shares226.8K

Event2026-03-31

Filed2026-04-27

BOEING CO

13.84%

Shares27.6K

Event2026-03-31

Filed2026-04-27

MSI

MOTOROLA SOLUTIONS INC

39.48%

Shares12.6K

Event2026-03-31

Filed2026-04-27

UNITY SOFTWARE INC

-0.10%

Shares247.8K

Event2026-03-31

Filed2026-04-27

CMI

CUMMINS INC

6.77%

Shares9.8K

Event2026-03-31

Filed2026-04-27

VLO

VALERO ENERGY CORP

7.62%

Shares21.2K

Event2026-03-31

Filed2026-04-27

NOW

SERVICENOW INC

-14.96%

Shares50.1K

Event2026-03-31

Filed2026-04-27

ARISTA NETWORKS INC

21.33%

Shares42.4K

Event2026-03-31

Filed2026-04-27

NOC

NORTHROP GRUMMAN CORP

6.21%

Shares7.6K

Event2026-03-31

Filed2026-04-27

THE CIGNA GROUP

25.42%

Shares19.1K

Event2026-03-31

Filed2026-04-27

CRWD

CROWDSTRIKE HLDGS INC

3.10%

Shares13.1K

Event2026-03-31

Filed2026-04-27

JCI

JOHNSON CONTROLS INTERNATION

14.17%

Shares38.9K

Event2026-03-31

Filed2026-04-27

SLV

ISHARES SILVER TR

-2.64%

Shares74.8K

Event2026-03-31

Filed2026-04-27

BANK NEW YORK MELLON CORP

8.03%

Shares42.1K

Event2026-03-31

Filed2026-04-27

URI

UNITED RENTALS INC

1.12%

Shares6.6K

Event2026-03-31

Filed2026-04-27

MPWR

MONOLITHIC PWR SYS INC

-27.52%

Shares4.4K

Event2026-03-31

Filed2026-04-27

LHX

L3HARRIS TECHNOLOGIES INC

8.47%

Shares13.6K

Event2026-03-31

Filed2026-04-27

KEYS

KEYSIGHT TECHNOLOGIES INC

2.86%

Shares16.7K

Event2026-03-31

Filed2026-04-27

SHV

ISHARES TR

0.83%

Shares42.3K

Event2026-03-31

Filed2026-04-27

XLV

SELECT SECTOR SPDR TR

6.22%

Shares31.5K

Event2026-03-31

Filed2026-04-27

MLM

MARTIN MARIETTA MATLS INC

-0.41%

Shares7.8K

Event2026-03-31

Filed2026-04-27

VRTX

VERTEX PHARMACEUTICALS INC

8.60%

Shares10.3K

Event2026-03-31

Filed2026-04-27

MMM

3M CO

-0.15%

Shares31.4K

Event2026-03-31

Filed2026-04-27

UPS

UNITED PARCEL SVCS INC

1.18%

Shares46.3K

Event2026-03-31

Filed2026-04-27

BDX

BECTON DICKINSON & CO

-1.15%

Shares29.0K

Event2026-03-31

Filed2026-04-27

AZO

AUTOZONE INC

0.07%

Shares1.3K

Event2026-03-31

Filed2026-04-27

NEM

NEWMONT CORP

9.38%

Shares42.0K

Event2026-03-31

Filed2026-04-27

SHEL

SHELL PLC

2.08%

Shares48.1K

Event2026-03-31

Filed2026-04-27

PLD

PROLOGIS INC.

14.64%

Shares33.3K

Event2026-03-31

Filed2026-04-27

IWR

ISHARES TR

2.12%

Shares45.2K

Event2026-03-31

Filed2026-04-27

IJT

ISHARES TR

29.08%

Shares30.3K

Event2026-03-31

Filed2026-04-27

VGSH

VANGUARD SCOTTSDALE FDS

-19.72%

Shares74.7K

Event2026-03-31

Filed2026-04-27

FIX

COMFORT SYS USA INC

24.43%

Shares3.2K

Event2026-03-31

Filed2026-04-27

TMUS

T-MOBILE US INC

15.88%

Shares20.7K

Event2026-03-31

Filed2026-04-27

DFAT

DIMENSIONAL ETF TRUST

-0.92%

Shares69.5K

Event2026-03-31

Filed2026-04-27

EMXC

ISHARES INC

27.54%

Shares53.8K

Event2026-03-31

Filed2026-04-27

CDNS

CADENCE DESIGN SYSTEM INC

-21.76%

Shares15.0K

Event2026-03-31

Filed2026-04-27

WCN

WASTE CONNECTIONS INC

-10.93%

Shares25.6K

Event2026-03-31

Filed2026-04-27

EEM

ISHARES TR

4.44%

Shares72.8K

Event2026-03-31

Filed2026-04-27

CSX

CSX CORP

7.61%

Shares100.7K

Event2026-03-31

Filed2026-04-27

XLY

SELECT SECTOR SPDR TR

1.18%

Shares37.8K

Event2026-03-31

Filed2026-04-27

TRANE TECHNOLOGIES PLC

5.70%

Shares9.8K

Event2026-03-31

Filed2026-04-27

FCX

FREEPORT MCMORAN INC

15.63%

Shares69.3K

Event2026-03-31

Filed2026-04-27

WDC

WESTERN DIGITAL CORP

52.70%

Shares15.0K

Event2026-03-31

Filed2026-04-27

MAR

MARRIOTT INTL INC NEW

3.01%

Shares12.4K

Event2026-03-31

Filed2026-04-27

VHT

VANGUARD WORLD FD

-3.93%

Shares14.9K

Event2026-03-31

Filed2026-04-27

IEMG

ISHARES INC

20.26%

Shares58.0K

Event2026-03-31

Filed2026-04-27

ADBE

ADOBE INC

-9.55%

Shares16.6K

Event2026-03-31

Filed2026-04-27

FAST

FASTENAL CO

-0.85%

Shares85.9K

Event2026-03-31

Filed2026-04-27

XLI

SELECT SECTOR SPDR TR

5.25%

Shares24.4K

Event2026-03-31

Filed2026-04-27

SBUX

STARBUCKS CORP

11.18%

Shares44.0K

Event2026-03-31

Filed2026-04-27

IJJ

ISHARES TR

3.04%

Shares29.7K

Event2026-03-31

Filed2026-04-27

EMR

EMERSON ELEC CO

6.26%

Shares29.9K

Event2026-03-31

Filed2026-04-27

IUSG

ISHARES TR

0.27%

Shares24.8K

Event2026-03-31

Filed2026-04-27

EFX

EQUIFAX INC

12.93%

Shares21.3K

Event2026-03-31

Filed2026-04-27

TOTL

SSGA ACTIVE ETF TR

-10.69%

Shares96.5K

Event2026-03-31

Filed2026-04-27

GENERAL MTRS CO

11.22%

Shares51.3K

Event2026-03-31

Filed2026-04-27

VNQ

VANGUARD INDEX FDS

-36.08%

Shares42.9K

Event2026-03-31

Filed2026-04-27

IJS

ISHARES TR

116.59%

Shares32.0K

Event2026-03-31

Filed2026-04-27

IBIT

ISHARES BITCOIN TRUST ETF

28.26%

Shares97.9K

Event2026-03-31

Filed2026-04-27

KMI

KINDER MORGAN INC DEL

20.46%

Shares110.7K

Event2026-03-31

Filed2026-04-27

FDM

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares45.0K

Event2026-03-31

Filed2026-04-27

DFAE

DIMENSIONAL ETF TRUST

5.20%

Shares109.0K

Event2026-03-31

Filed2026-04-27

ENERGY TRANSFER L P

-3.67%

Shares190.3K

Event2026-03-31

Filed2026-04-27

HLT

HILTON WORLDWIDE HLDGS INC

6.97%

Shares12.0K

Event2026-03-31

Filed2026-04-27

HCA

HCA HEALTHCARE INC

6.36%

Shares7.7K

Event2026-03-31

Filed2026-04-27

BSJQ

INVESCO EXCH TRD SLF IDX FD

1.26%

Shares155.4K

Event2026-03-31

Filed2026-04-27

INTU

INTUIT

-39.27%

Shares8.3K

Event2026-03-31

Filed2026-04-27

BSX

BOSTON SCIENTIFIC CORP

13.74%

Shares56.7K

Event2026-03-31

Filed2026-04-27

WELL

WELLTOWER INC

6.88%

Shares17.9K

Event2026-03-31

Filed2026-04-27

OBDC

BLUE OWL CAPITAL CORPORATION

-1.26%

Shares317.5K

Event2026-03-31

Filed2026-04-27

QUAL

ISHARES TR

-13.40%

Shares17.9K

Event2026-03-31

Filed2026-04-27

BSV

VANGUARD BD INDEX FDS

-14.63%

Shares43.3K

Event2026-03-31

Filed2026-04-27

ESGU

ISHARES TR

-0.41%

Shares23.6K

Event2026-03-31

Filed2026-04-27

ADVISORS INNER CIRCLE FD III

2.44%

Shares131.7K

Event2026-03-31

Filed2026-04-27

BND

VANGUARD BD INDEX FDS

9.96%

Shares45.2K

Event2026-03-31

Filed2026-04-27

AMP

AMERIPRISE FINL INC

18.31%

Shares7.4K

Event2026-03-31

Filed2026-04-27

CEG

CONSTELLATION ENERGY CORP

14.80%

Shares11.7K

Event2026-03-31

Filed2026-04-27

TE CONNECTIVITY PLC

5.09%

Shares15.6K

Event2026-03-31

Filed2026-04-27

MDY

STATE STR SPDR S&P MIDCAP 40

5.51%

Shares5.2K

Event2026-03-31

Filed2026-04-27

KBDC

KAYNE ANDERSON BDC INC

8.02%

Shares235.3K

Event2026-03-31

Filed2026-04-27

CVS

CVS HEALTH CORP

9.35%

Shares44.7K

Event2026-03-31

Filed2026-04-27

VIGI

VANGUARD WHITEHALL FDS

-7.64%

Shares36.1K

Event2026-03-31

Filed2026-04-27

VPL

VANGUARD INTL EQUITY INDEX F

-4.50%

Shares32.4K

Event2026-03-31

Filed2026-04-27

ROST

ROSS STORES INC

23.09%

Shares14.6K

Event2026-03-31

Filed2026-04-27

MMC

MARSH & MCLENNAN COS INC

25.21%

Shares18.1K

Event2026-03-31

Filed2026-04-27

CME

CME GROUP INC

8.47%

Shares10.6K

Event2026-03-31

Filed2026-04-27

IYW

ISHARES TR

0.00%

Shares17.1K

Event2026-03-31

Filed2026-04-27

PROFESIONALLY MANAGED PORTFO

New

Shares57.8K

Event2026-03-31

Filed2026-04-27

MKL

MARKEL GROUP INC

-6.58%

Shares1.6K

Event2026-03-31

Filed2026-04-27

VRT

VERTIV HOLDINGS CO

54.60%

Shares12.0K

Event2026-03-31

Filed2026-04-27

RCL

ROYAL CARIBBEAN GROUP

13.72%

Shares10.9K

Event2026-03-31

Filed2026-04-27

REGIONS FINANCIAL CORP NEW

4.54%

Shares114.9K

Event2026-03-31

Filed2026-04-27

DOMINION ENERGY INC

11.50%

Shares48.0K

Event2026-03-31

Filed2026-04-27

BOXX

EA SERIES TRUST

-6.86%

Shares25.3K

Event2026-03-31

Filed2026-04-27

ETR

ENTERGY CORP NEW

8.41%

Shares26.1K

Event2026-03-31

Filed2026-04-27

PRU

PRUDENTIAL FINL INC

-0.83%

Shares30.0K

Event2026-03-31

Filed2026-04-27

BKR

BAKER HUGHES COMPANY

4.66%

Shares48.0K

Event2026-03-31

Filed2026-04-27

VONV

VANGUARD SCOTTSDALE FDS

0.44%

Shares31.1K

Event2026-03-31

Filed2026-04-27

NKE

NIKE INC

2.88%

Shares54.7K

Event2026-03-31

Filed2026-04-27

SCHV

SCHWAB STRATEGIC TR

-7.62%

Shares94.7K

Event2026-03-31

Filed2026-04-27

SNPS

SYNOPSYS INC

58.77%

Shares7.3K

Event2026-03-31

Filed2026-04-27

APP

APPLOVIN CORP

8.46%

Shares7.2K

Event2026-03-31

Filed2026-04-27

MET

METLIFE INC

16.63%

Shares40.5K

Event2026-03-31

Filed2026-04-27

MUB

ISHARES TR

379.58%

Shares26.8K

Event2026-03-31

Filed2026-04-27

MSCI

MSCI INC

16.83%

Shares5.3K

Event2026-03-31

Filed2026-04-27

EQIX

EQUINIX INC

38.65%

Shares2.9K

Event2026-03-31

Filed2026-04-27

ODFL

OLD DOMINION FREIGHT LINE IN

1.09%

Shares14.5K

Event2026-03-31

Filed2026-04-27

EME

EMCOR GROUP INC

25.84%

Shares3.8K

Event2026-03-31

Filed2026-04-27

UNILEVER PLC

-5.98%

Shares49.3K

Event2026-03-31

Filed2026-04-27

NVS

NOVARTIS AG

5.47%

Shares18.3K

Event2026-03-31

Filed2026-04-27

OKE

ONEOK INC NEW

9.28%

Shares30.9K

Event2026-03-31

Filed2026-04-27

HPE

HEWLETT PACKARD ENTERPRISE C

18.92%

Shares117.4K

Event2026-03-31

Filed2026-04-27

TRMK

TRUSTMARK CORP

-5.84%

Shares66.3K

Event2026-03-31

Filed2026-04-27

SNDK

SANDISK CORP

19.95%

Shares4.4K

Event2026-03-31

Filed2026-04-27

TRGP

TARGA RES CORP

-2.49%

Shares11.1K

Event2026-03-31

Filed2026-04-27

GWRE

GUIDEWIRE SOFTWARE INC

-8.54%

Shares18.4K

Event2026-03-31

Filed2026-04-27

SEAGATE TECHNOLOGY HLDNGS PL

31.36%

Shares7.0K

Event2026-03-31

Filed2026-04-27

ARCC

ARES CAPITAL CORP

-28.04%

Shares152.2K

Event2026-03-31

Filed2026-04-27

VLTO

VERALTO CORP

-30.39%

Shares31.0K

Event2026-03-31

Filed2026-04-27

SMH

VANECK ETF TRUST

5.83%

Shares7.1K

Event2026-03-31

Filed2026-04-27

CSGP

COSTAR GROUP INC

-9.95%

Shares66.5K

Event2026-03-31

Filed2026-04-27

DFNM

DIMENSIONAL ETF TRUST

0.00%

Shares55.8K

Event2026-03-31

Filed2026-04-27

SUSA

ISHARES TR

0.09%

Shares20.2K

Event2026-03-31

Filed2026-04-27

REGN

REGENERON PHARMACEUTICALS

41.57%

Shares3.4K

Event2026-03-31

Filed2026-04-27

DHI

D R HORTON INC

1.81%

Shares19.3K

Event2026-03-31

Filed2026-04-27

CAH

CARDINAL HEALTH INC

5.86%

Shares12.4K

Event2026-03-31

Filed2026-04-27

GNR

SPDR INDEX SHS FDS

308.09%

Shares34.7K

Event2026-03-31

Filed2026-04-27

HWM

HOWMET AEROSPACE INC

7.53%

Shares11.1K

Event2026-03-31

Filed2026-04-27

XLE

SELECT SECTOR SPDR TR

9.99%

Shares41.5K

Event2026-03-31

Filed2026-04-27

CMS

CMS ENERGY CORP

13.19%

Shares32.3K

Event2026-03-31

Filed2026-04-27

EOG

EOG RES INC

24.17%

Shares17.3K

Event2026-03-31

Filed2026-04-27

XLC

SELECT SECTOR SPDR TR

-0.58%

Shares22.4K

Event2026-03-31

Filed2026-04-27

NUE

NUCOR CORP

-3.33%

Shares14.7K

Event2026-03-31

Filed2026-04-27

AVMC

AMERICAN CENTY ETF TR

-2.56%

Shares34.1K

Event2026-03-31

Filed2026-04-27

AON PLC

28.60%

Shares7.5K

Event2026-03-31

Filed2026-04-27

CARR

CARRIER GLOBAL CORPORATION

12.10%

Shares43.0K

Event2026-03-31

Filed2026-04-27

IDXX

IDEXX LABS INC

3.33%

Shares4.3K

Event2026-03-31

Filed2026-04-27

SAP

SAP SE

15.68%

Shares14.0K

Event2026-03-31

Filed2026-04-27

TOTALENERGIES SE

New

Shares26.1K

Event2026-03-31

Filed2026-04-27

AIG

AMERICAN INTL GROUP INC

11.10%

Shares31.5K

Event2026-03-31

Filed2026-04-27

ABNB

AIRBNB INC

58.64%

Shares18.7K

Event2026-03-31

Filed2026-04-27

COWZ

PACER FDS TR

5.82%

Shares37.8K

Event2026-03-31

Filed2026-04-27

DGX

QUEST DIAGNOSTICS INC

6.57%

Shares12.0K

Event2026-03-31

Filed2026-04-27

CENCORA INC

4.20%

Shares7.5K

Event2026-03-31

Filed2026-04-27

LPLA

LPL FINL HLDGS INC

1.62%

Shares7.8K

Event2026-03-31

Filed2026-04-27

DSI

ISHARES TR

0.54%

Shares19.3K

Event2026-03-31

Filed2026-04-27

VDE

VANGUARD WORLD FD

10.18%

Shares13.5K

Event2026-03-31

Filed2026-04-27

DOV

DOVER CORP

7.55%

Shares11.2K

Event2026-03-31

Filed2026-04-27

GPN

GLOBAL PMTS INC

-1.09%

Shares34.4K

Event2026-03-31

Filed2026-04-27

EDWARDS LIFESCIENCES CORP

5.51%

Shares28.9K

Event2026-03-31

Filed2026-04-27

YUM

YUM BRANDS INC

2.69%

Shares14.9K

Event2026-03-31

Filed2026-04-27

JIRE

J P MORGAN EXCHANGE TRADED F

-1.59%

Shares30.4K

Event2026-03-31

Filed2026-04-27

DLR

DIGITAL RLTY TR INC

26.00%

Shares12.8K

Event2026-03-31

Filed2026-04-27

ADM

ARCHER DANIELS MIDLAND CO

8.65%

Shares31.7K

Event2026-03-31

Filed2026-04-27

PKG

PACKAGING CORP AMER

5.02%

Shares10.8K

Event2026-03-31

Filed2026-04-27

OXY

OCCIDENTAL PETE CORP

54.36%

Shares35.3K

Event2026-03-31

Filed2026-04-27

FTNT

FORTINET INC

38.90%

Shares27.9K

Event2026-03-31

Filed2026-04-27

CFG

CITIZENS FINL GROUP INC

26.84%

Shares37.9K

Event2026-03-31

Filed2026-04-27

VEEV

VEEVA SYS INC

-30.51%

Shares12.7K

Event2026-03-31

Filed2026-04-27

VOX

VANGUARD WORLD FD

6.24%

Shares12.2K

Event2026-03-31

Filed2026-04-27

SYY

SYSCO CORP

-1.86%

Shares30.8K

Event2026-03-31

Filed2026-04-27

SUSL

ISHARES TR

12.19%

Shares19.1K

Event2026-03-31

Filed2026-04-27

VTES

VANGUARD WELLINGTON FD

5.09%

Shares21.4K

Event2026-03-31

Filed2026-04-27

SLB

SLB LIMITED

16.86%

Shares41.4K

Event2026-03-31

Filed2026-04-27

TPL

TEXAS PACIFIC LAND CORPORATI

3.95%

Shares4.5K

Event2026-03-31

Filed2026-04-27

CONSOLIDATED EDISON INC

20.20%

Shares18.7K

Event2026-03-31

Filed2026-04-27

AJG

GALLAGHER ARTHUR J & CO

4.77%

Shares9.7K

Event2026-03-31

Filed2026-04-27

ROOT INC

122.22%

Shares47.2K

Event2026-03-31

Filed2026-04-27

MARVELL TECHNOLOGY INC

16.58%

Shares21.0K

Event2026-03-31

Filed2026-04-27

SHY

ISHARES TR

-3.96%

Shares25.1K

Event2026-03-31

Filed2026-04-27

WAB

WABTEC

9.82%

Shares8.3K

Event2026-03-31

Filed2026-04-27

IAG

IAMGOLD CORP

0.49%

Shares109.5K

Event2026-03-31

Filed2026-04-27

VCR

VANGUARD WORLD FD

2.71%

Shares5.7K

Event2026-03-31

Filed2026-04-27

EXC

EXELON CORP

11.65%

Shares41.9K

Event2026-03-31

Filed2026-04-27

ESGE

ISHARES INC

9.35%

Shares45.0K

Event2026-03-31

Filed2026-04-27

EBAY

EBAY INC.

19.33%

Shares22.4K

Event2026-03-31

Filed2026-04-27

XEL

XCEL ENERGY INC

10.53%

Shares25.7K

Event2026-03-31

Filed2026-04-27

VCSH

VANGUARD SCOTTSDALE FDS

-19.72%

Shares25.8K

Event2026-03-31

Filed2026-04-27

SRE

SEMPRA

19.42%

Shares20.9K

Event2026-03-31

Filed2026-04-27

TER

TERADYNE INC

40.70%

Shares6.8K

Event2026-03-31

Filed2026-04-27

DELL

DELL TECHNOLOGIES INC

8.20%

Shares12.3K

Event2026-03-31

Filed2026-04-27

ADSK

AUTODESK INC

-1.43%

Shares8.4K

Event2026-03-31

Filed2026-04-27

MFC

MANULIFE FINL CORP

1.88%

Shares58.2K

Event2026-03-31

Filed2026-04-27

CTAS

CINTAS CORP

33.48%

Shares11.8K

Event2026-03-31

Filed2026-04-27

CTVA

CORTEVA INC

8.36%

Shares23.7K

Event2026-03-31

Filed2026-04-27

LIBERTY LIVE HOLDINGS INC

0.33%

Shares20.9K

Event2026-03-31

Filed2026-04-27

VUSB

VANGUARD BD INDEX FDS

-10.62%

Shares39.6K

Event2026-03-31

Filed2026-04-27

AIQ

GLOBAL X FDS

10.82%

Shares41.8K

Event2026-03-31

Filed2026-04-27

USMV

ISHARES TR

10.50%

Shares20.9K

Event2026-03-31

Filed2026-04-27

GDX

VANECK ETF TRUST

236.23%

Shares21.0K

Event2026-03-31

Filed2026-04-27

AME

AMETEK INC

13.90%

Shares8.9K

Event2026-03-31

Filed2026-04-27

MACYS INC

-0.62%

Shares105.7K

Event2026-03-31

Filed2026-04-27

OUNZ

VANECK MERK GOLD ETF

7.26%

Shares42.3K

Event2026-03-31

Filed2026-04-27

EQT CORP

4.69%

Shares29.9K

Event2026-03-31

Filed2026-04-27

VXF

VANGUARD INDEX FDS

0.00%

Shares9.3K

Event2026-03-31

Filed2026-04-27

GBDC

GOLUB CAP BDC INC

20.78%

Shares149.3K

Event2026-03-31

Filed2026-04-27

MCHP

MICROCHIP TECHNOLOGY INC.

24.66%

Shares29.2K

Event2026-03-31

Filed2026-04-27

KROGER CO

20.13%

Shares25.8K

Event2026-03-31

Filed2026-04-27

RYAN

RYAN SPECIALTY HOLDINGS INC

1.69%

Shares54.8K

Event2026-03-31

Filed2026-04-27

ROP

ROPER TECHNOLOGIES INC

6.68%

Shares5.2K

Event2026-03-31

Filed2026-04-27

FRPH

FRP HLDGS INC

3.73%

Shares84.1K

Event2026-03-31

Filed2026-04-27

MGMT

UNIFIED SER TR

789.82%

Shares40.7K

Event2026-03-31

Filed2026-04-27

GRBK

GREEN BRICK PARTNERS INC

0.32%

Shares28.5K

Event2026-03-31

Filed2026-04-27

HAL

HALLIBURTON CO

9.28%

Shares46.9K

Event2026-03-31

Filed2026-04-27

GWW

WW GRAINGER INC

11.19%

Shares1.7K

Event2026-03-31

Filed2026-04-27

MAA

MID-AMER APT CMNTYS INC

5.40%

Shares14.8K

Event2026-03-31

Filed2026-04-27

TPR

TAPESTRY INC

8.00%

Shares12.8K

Event2026-03-31

Filed2026-04-27

CIEN

CIENA CORP

20.01%

Shares4.6K

Event2026-03-31

Filed2026-04-27

BP PLC

2.96%

Shares38.3K

Event2026-03-31

Filed2026-04-27

PCG

PG&E CORP

69.38%

Shares102.3K

Event2026-03-31

Filed2026-04-27

CGDV

CAPITAL GROUP DIVIDEND VALUE

17.98%

Shares42.2K

Event2026-03-31

Filed2026-04-27

EIX

EDISON INTL

41.29%

Shares24.5K

Event2026-03-31

Filed2026-04-27

GIS

GENERAL MILLS INC

0.65%

Shares48.1K

Event2026-03-31

Filed2026-04-27

FIS

FIDELITY NATL INFORMATION SV

5.31%

Shares38.1K

Event2026-03-31

Filed2026-04-27

TECH

BIO-TECHNE CORP

-14.33%

Shares34.1K

Event2026-03-31

Filed2026-04-27

GRMN

GARMIN LTD

27.61%

Shares7.7K

Event2026-03-31

Filed2026-04-27

SAIC

SCIENCE APPLICATIONS INTL CO

5.70%

Shares18.8K

Event2026-03-31

Filed2026-04-27

GGG

GRACO INC

7.96%

Shares20.9K

Event2026-03-31

Filed2026-04-27

XLP

SELECT SECTOR SPDR TR

29.13%

Shares21.4K

Event2026-03-31

Filed2026-04-27

AVSC

AMERICAN CENTY ETF TR

0.70%

Shares27.9K

Event2026-03-31

Filed2026-04-27

VTEB

VANGUARD MUN BD FDS

15.17%

Shares34.6K

Event2026-03-31

Filed2026-04-27

INVESCO EXCHANGE TRADED FD T

0.67%

Shares36.0K

Event2026-03-31

Filed2026-04-27

AGILENT TECHNOLOGIES INC

26.58%

Shares15.0K

Event2026-03-31

Filed2026-04-27

SPOT

SPOTIFY TECHNOLOGY S A

29.38%

Shares3.5K

Event2026-03-31

Filed2026-04-27

DOW

DOW HLDGS INC

60.58%

Shares40.8K

Event2026-03-31

Filed2026-04-27

FISERV INC

18.03%

Shares30.3K

Event2026-03-31

Filed2026-04-27

VIS

VANGUARD WORLD FD

-0.13%

Shares5.4K

Event2026-03-31

Filed2026-04-27

IEV

ISHARES TR

New

Shares24.8K

Event2026-03-31

Filed2026-04-27

REALTY INCOME CORP

10.65%

Shares27.4K

Event2026-03-31

Filed2026-04-27

STT

STATE STR CORP

12.31%

Shares13.2K

Event2026-03-31

Filed2026-04-27

SOUTHSTATE BK CORP

0.72%

Shares18.0K

Event2026-03-31

Filed2026-04-27

DFAX

DIMENSIONAL ETF TRUST

New

Shares49.1K

Event2026-03-31

Filed2026-04-27

TSN

TYSON FOODS INC

49.64%

Shares25.8K

Event2026-03-31

Filed2026-04-27

WEC ENERGY GROUP INC

13.20%

Shares14.2K

Event2026-03-31

Filed2026-04-27

EVERSOURCE ENERGY

25.36%

Shares23.8K

Event2026-03-31

Filed2026-04-27

WST

WEST PHARMACEUTICAL SVSC INC

-25.80%

Shares6.6K

Event2026-03-31

Filed2026-04-27

NDAQ

NASDAQ INC

39.67%

Shares19.3K

Event2026-03-31

Filed2026-04-27

VST

VISTRA CORP

10.02%

Shares10.9K

Event2026-03-31

Filed2026-04-27

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

25.46%

Shares8.3K

Event2026-03-31

Filed2026-04-27

PEG

PUBLIC SVC ENTERPRISE GROUP

-3.14%

Shares20.2K

Event2026-03-31

Filed2026-04-27

BWIN

THE BALDWIN INSURANCE GRP IN

0.95%

Shares74.5K

Event2026-03-31

Filed2026-04-27

STZ

CONSTELLATION BRANDS INC

0.67%

Shares10.8K

Event2026-03-31

Filed2026-04-27

EFAV

ISHARES TR

-0.04%

Shares17.7K

Event2026-03-31

Filed2026-04-27

HOOD

ROBINHOOD MKTS INC

-23.87%

Shares23.1K

Event2026-03-31

Filed2026-04-27

JBL

JABIL INC

11.09%

Shares6.0K

Event2026-03-31

Filed2026-04-27

HBAN

HUNTINGTON BANCSHARES INC

53.26%

Shares101.7K

Event2026-03-31

Filed2026-04-27

JEPI

J P MORGAN EXCHANGE TRADED F

-12.59%

Shares28.1K

Event2026-03-31

Filed2026-04-27

EQBK

EQUITY BANCSHARES INC

New

Shares35.7K

Event2026-03-31

Filed2026-04-27

ZTS

ZOETIS INC

49.49%

Shares13.4K

Event2026-03-31

Filed2026-04-27

DLN

WISDOMTREE TR

0.00%

Shares17.7K

Event2026-03-31

Filed2026-04-27

IRM

IRON MTN INC DEL

30.26%

Shares15.4K

Event2026-03-31

Filed2026-04-27

CPRT

COPART INC

5.58%

Shares47.4K

Event2026-03-31

Filed2026-04-27

PAYX

PAYCHEX INC

24.19%

Shares17.0K

Event2026-03-31

Filed2026-04-27

ZBH

ZIMMER BIOMET HOLDINGS INC

4.35%

Shares17.3K

Event2026-03-31

Filed2026-04-27

AVSU

AMERICAN CENTY ETF TR

-16.06%

Shares21.1K

Event2026-03-31

Filed2026-04-27

ENB

ENBRIDGE INC

6.74%

Shares28.8K

Event2026-03-31

Filed2026-04-27

KNSL

KINSALE CAP GROUP INC

-28.98%

Shares4.5K

Event2026-03-31

Filed2026-04-27

Call Option Holdings

SPY Call CallSTATE STR SPDR S&P 500 ETF T12.3K shares0.00%2026-03-312026-04-27

IWM Call CallISHARES TR10.9K shares9.00%2026-03-312026-04-27

EFA Call CallISHARES TR13.0K shares0.00%2026-03-312026-04-27

EEM Call CallISHARES TR17.4K shares-36.03%2026-03-312026-04-27

ON Call CallON SEMICONDUCTOR CORP200 shares0.00%2026-03-312026-04-27

SPY Call

STATE STR SPDR S&P 500 ETF T

0.00%

Shares12.3K

Event2026-03-31

Filed2026-04-27

IWM Call

ISHARES TR

9.00%

Shares10.9K

Event2026-03-31

Filed2026-04-27

EFA Call

ISHARES TR

0.00%

Shares13.0K

Event2026-03-31

Filed2026-04-27

EEM Call

ISHARES TR

-36.03%

Shares17.4K

Event2026-03-31

Filed2026-04-27

ON Call

ON SEMICONDUCTOR CORP

0.00%

Shares200

Event2026-03-31

Filed2026-04-27

Put Option Holdings

AAPL Put PutAPPLE INC22.5K shares0.00%2026-03-312026-04-27

MKC Put PutMCCORMICK & CO INC71.4K shares0.00%2026-03-312026-04-27

NVDA Put PutNVIDIA CORPORATION18.4K shares-23.97%2026-03-312026-04-27

TROW Put PutPRICE T ROWE GROUP INC30.0K shares0.00%2026-03-312026-04-27

JPM Put PutJPMORGAN CHASE & CO6.0K shares0.00%2026-03-312026-04-27

AMZN Put PutAMAZON COM INC7.9K shares-5.95%2026-03-312026-04-27

NUE Put PutNUCOR CORP6.2K shares-17.33%2026-03-312026-04-27

DIS Put PutDISNEY WALT CO8.7K shares0.00%2026-03-312026-04-27

PRU Put PutPRUDENTIAL FINL INC7.9K shares0.00%2026-03-312026-04-27

BLACKSTONE INC Put PutBLACKSTONE INC5.3K shares0.00%2026-03-312026-04-27

CTSH Put PutCOGNIZANT TECHNOLOGY SOLUTIO7.5K sharesnew addition2026-03-312026-04-27

INFY Put PutINFOSYS LTD23.9K sharesnew addition2026-03-312026-04-27

EPAM Put PutEPAM SYS INC2.0K sharesnew addition2026-03-312026-04-27

SYK Put PutSTRYKER CORPORATION800 shares0.00%2026-03-312026-04-27

BROADCOM INC Put PutBROADCOM INC700 shares0.00%2026-03-312026-04-27

FI Put PutFISERV INC1.7K shares0.00%2026-03-312026-04-27

AAPL Put

APPLE INC

0.00%

Shares22.5K

Event2026-03-31

Filed2026-04-27

MKC Put

MCCORMICK & CO INC

0.00%

Shares71.4K

Event2026-03-31

Filed2026-04-27

NVDA Put

NVIDIA CORPORATION

-23.97%

Shares18.4K

Event2026-03-31

Filed2026-04-27

TROW Put

PRICE T ROWE GROUP INC

0.00%

Shares30.0K

Event2026-03-31

Filed2026-04-27

JPM Put

JPMORGAN CHASE & CO

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-27

AMZN Put

AMAZON COM INC

-5.95%

Shares7.9K

Event2026-03-31

Filed2026-04-27

NUE Put

NUCOR CORP

-17.33%

Shares6.2K

Event2026-03-31

Filed2026-04-27

DIS Put

DISNEY WALT CO

0.00%

Shares8.7K

Event2026-03-31

Filed2026-04-27

PRU Put

PRUDENTIAL FINL INC

0.00%

Shares7.9K

Event2026-03-31

Filed2026-04-27

BLACKSTONE INC Put

BLACKSTONE INC

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-27

CTSH Put

COGNIZANT TECHNOLOGY SOLUTIO

New

Shares7.5K

Event2026-03-31

Filed2026-04-27

INFY Put

INFOSYS LTD

New

Shares23.9K

Event2026-03-31

Filed2026-04-27

EPAM Put

EPAM SYS INC

New

Shares2.0K

Event2026-03-31

Filed2026-04-27

SYK Put

STRYKER CORPORATION

0.00%

Shares800

Event2026-03-31

Filed2026-04-27

BROADCOM INC Put

BROADCOM INC

0.00%

Shares700

Event2026-03-31

Filed2026-04-27

FI Put

FISERV INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-27