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The Analysis of High Note Wealth, LLC's Holdings & P&L

Currently, High Note Wealth, LLC holds 937 types of securities in its portfolio with a total value $508.8M. In the most recent quarter, they have increased their positions in BIL (+26.1K shares, valued at $2.4M), IBDU (+45.5K shares, valued at $1.1M), IBDS (+43.2K shares, valued at $1.0M); decreased their positions in ORCL (-5.3K shares, valued at $776.4K), XLK (-1.7K shares, valued at $230.0K), XLV (-1.1K shares, valued at $166.0K); initiated new positions in IEFA (+791 shares, valued at $71.6K), N/A (+239 shares, valued at $47.1K), IEMG (+551 shares, valued at $38.4K).

1M P&L

+19.0M+3.92%

3M P&L

+7.2M+1.45%

HY P&L

+26.1M+5.48%

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/A329.4M

70.2%

2Software - Infrastructure27.8M

5.9%

3Consumer Electronics20.5M

4.4%

Top Industries by Stock Count

1N/A135 stocks

15.8%

2Banks - Regional35 stocks

4.1%

3Software - Application29 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES CORE S&P 500 ETF82.6K shares1.15%2026-03-312026-05-11

ESGD ISHARES ESG AWARE MSCI EAFE ETF314.5K shares-0.52%2026-03-312026-05-11

SCHM SCHWAB U.S. MID-CAP ETF903.9K shares0.63%2026-03-312026-05-11

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF184.6K shares-0.93%2026-03-312026-05-11

DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF433.0K shares2.05%2026-03-312026-05-11

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF210.1K shares14.21%2026-03-312026-05-11

AAPL APPLE INC COM75.2K shares0.00%2026-03-312026-05-11

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A50.9K shares0.01%2026-03-312026-05-11

Sponsored

AGG ISHARES CORE U.S. AGGREGATE BOND ETF130.8K shares6.19%2026-03-312026-05-11

FRDM FREEDOM 100 EMERGING MARKETS ETF235.8K shares4.06%2026-03-312026-05-11

VB VANGUARD SMALL-CAP ETF47.7K shares-0.10%2026-03-312026-05-11

TLT ISHARES 20 YEAR TREASURY BOND ETF129.7K shares7.27%2026-03-312026-05-11

IEF ISHARES 7-10 YEAR TREASURY BOND ETF103.0K shares-0.96%2026-03-312026-05-11

PLTR PALANTIR TECHNOLOGIES INC CL A67.2K shares0.30%2026-03-312026-05-11

AMZN AMAZON COM INC COM45.3K shares-0.26%2026-03-312026-05-11

XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF62.6K shares-1.78%2026-03-312026-05-11

Sponsored

JPM JPMORGAN CHASE & CO COM28.9K shares-0.12%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW17.6K shares0.56%2026-03-312026-05-11

MSFT MICROSOFT CORP COM22.3K shares1.09%2026-03-312026-05-11

WMT WALMART INC COM65.1K shares0.20%2026-03-312026-05-11

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF98.8K shares2.58%2026-03-312026-05-11

AZO AUTOZONE INC COM2.1K shares-0.19%2026-03-312026-05-11

NVDA NVIDIA CORPORATION COM38.8K shares-0.33%2026-03-312026-05-11

XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF51.9K shares-1.03%2026-03-312026-05-11

Sponsored

DDLS WISDOMTREE DYNAMIC INTERNATIONAL SMALLCAP EQUITY FUND131.3K shares2.01%2026-03-312026-05-11

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I9.6K shares-0.61%2026-03-312026-05-11

RTX RTX CORPORATION COM27.2K shares0.66%2026-03-312026-05-11

QQQM INVESCO NASDAQ 100 ETF21.0K shares0.68%2026-03-312026-05-11

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF80.0K shares-1.62%2026-03-312026-05-11

VEA VANGUARD FTSE DEVELOPED MARKETS ETF71.2K shares28.34%2026-03-312026-05-11

ESGE ISHARES ESG AWARE MSCI EM ETF94.6K shares-0.36%2026-03-312026-05-11

IBHF ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF186.4K shares3.06%2026-03-312026-05-11

Sponsored

XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF26.2K shares-2.45%2026-03-312026-05-11

FLTR VANECK IG FLOATING RATE ETF149.4K shares-0.64%2026-03-312026-05-11

BROADCOM INC COM BROADCOM INC COM12.1K shares1.29%2026-03-312026-05-11

IBIC ISHARES IBONDS OCT 2026 TERM TIPS ETF143.2K shares-0.11%2026-03-312026-05-11

FXI ISHARES CHINA LARGE-CAP ETF99.4K shares1.16%2026-03-312026-05-11

UBER UBER TECHNOLOGIES INC COM44.9K shares-0.98%2026-03-312026-05-11

META META PLATFORMS INC CL A5.2K shares1.11%2026-03-312026-05-11

LLY ELI LILLY & CO COM3.2K shares0.09%2026-03-312026-05-11

Sponsored

GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM8.5K shares2.42%2026-03-312026-05-11

LMT LOCKHEED MARTIN CORP COM4.6K shares1.12%2026-03-312026-05-11

IBIT ISHARES BITCOIN TRUST ETF71.5K shares-2.27%2026-03-312026-05-11

GLD SPDR GOLD SHARES6.2K shares0.05%2026-03-312026-05-11

CRWD CROWDSTRIKE HLDGS INC CL A6.9K shares1.67%2026-03-312026-05-11

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF47.6K shares-1.44%2026-03-312026-05-11

NFLX NETFLIX INC. COM24.2K shares0.63%2026-03-312026-05-11

XOM EXXON MOBIL CORP COM13.3K shares10.01%2026-03-312026-05-11

Sponsored

CSCO CISCO SYS INC COM28.0K shares-4.53%2026-03-312026-05-11

XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF41.0K shares-2.43%2026-03-312026-05-11

EBAY EBAY INC. COM21.8K shares-0.11%2026-03-312026-05-11

ABBV ABBVIE INC COM7.9K shares-4.71%2026-03-312026-05-11

VOOG VANGUARD S&P 500 GROWTH ETF3.8K shares0.00%2026-03-312026-05-11

IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF61.5K shares223.49%2026-03-312026-05-11

IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF60.6K shares249.50%2026-03-312026-05-11

IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF56.0K shares281.64%2026-03-312026-05-11

Sponsored

UNH UNITEDHEALTH GROUP INC COM5.2K shares8.20%2026-03-312026-05-11

IBID ISHARES IBONDS OCT 2027 TERM TIPS ETF51.5K shares-0.31%2026-03-312026-05-11

SCHP SCHWAB US TIPS ETF50.0K shares-0.06%2026-03-312026-05-11

VO VANGUARD MID-CAP ETF4.3K shares0.58%2026-03-312026-05-11

XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF14.7K shares-4.46%2026-03-312026-05-11

IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF50.0K shares1018.50%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON COM4.7K shares42.95%2026-03-312026-05-11

IBTG ISHARES IBONDS DEC 2026 TERM TREASURY ETF49.2K shares6.12%2026-03-312026-05-11

Sponsored

IJH ISHARES CORE S&P MID-CAP ETF16.3K shares0.79%2026-03-312026-05-11

THE CIGNA GROUP COM THE CIGNA GROUP COM3.9K shares-7.16%2026-03-312026-05-11

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C3.4K shares-4.63%2026-03-312026-05-11

ECL ECOLAB INC COM3.5K shares1.65%2026-03-312026-05-11

SPY STATE STREET SPDR S&P 500 ETF1.4K shares0.00%2026-03-312026-05-11

TRV TRAVELERS COMPANIES INC COM2.9K shares-0.24%2026-03-312026-05-11

VGT VANGUARD INFORMATION TECHNOLOGY ETF1.1K shares5.49%2026-03-312026-05-11

BSX BOSTON SCIENTIFIC CORP COM12.1K shares0.12%2026-03-312026-05-11

Sponsored

BKNG BOOKING HOLDINGS INC COM180 shares-0.55%2026-03-312026-05-11

SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF9.4K shares2.28%2026-03-312026-05-11

NUMG NUVEEN ESG MID-CAP GROWTH ETF15.9K shares-2.24%2026-03-312026-05-11

UNP UNION PAC CORP COM2.6K shares1.08%2026-03-312026-05-11

CVX CHEVRON CORPORATION COM3.0K shares489.45%2026-03-312026-05-11

IBHG ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF26.3K shares145.65%2026-03-312026-05-11

ORCL ORACLE CORP COM4.0K shares-57.15%2026-03-312026-05-11

SBUX STARBUCKS CORP COM6.2K shares-8.95%2026-03-312026-05-11

Sponsored

COST COSTCO WHOLESALE CORPORATION COM530 shares8.83%2026-03-312026-05-11

TSLA TESLA INC COM1.4K shares1.66%2026-03-312026-05-11

IBHH ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF21.3K shares252.95%2026-03-312026-05-11

SPGP INVESCO S&P 500 GARP ETF4.3K shares-6.02%2026-03-312026-05-11

SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF4.2K shares-1.06%2026-03-312026-05-11

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF748 shares15.08%2026-03-312026-05-11

PNR PENTAIR PLC SHS4.9K shares0.00%2026-03-312026-05-11

IBHI ISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETF18.2K shares564.90%2026-03-312026-05-11

Sponsored

OEF ISHARES S&P 100 ETF1.2K shares0.00%2026-03-312026-05-11

IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF16.2K shares21.68%2026-03-312026-05-11

WSM WILLIAMS SONOMA INC COM1.9K shares0.00%2026-03-312026-05-11

IBTI ISHARES IBONDS DEC 2028 TERM TREASURY ETF15.0K shares24.04%2026-03-312026-05-11

DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST715 shares0.00%2026-03-312026-05-11

CLFD CLEARFIELD INC COM12.4K shares0.00%2026-03-312026-05-11

MCD MCDONALDS CORP COM1.0K shares2.44%2026-03-312026-05-11

CRM SALESFORCE INC COM1.6K shares4.17%2026-03-312026-05-11

Sponsored

UMBF UMB FINL CORP COM2.6K shares0.00%2026-03-312026-05-11

SAP SAP SE SPON ADR1.7K shares0.00%2026-03-312026-05-11

ITGR INTEGER HLDGS CORP COM3.2K shares0.78%2026-03-312026-05-11

MEDTRONIC PLC SHS MEDTRONIC PLC SHS3.3K shares-1.03%2026-03-312026-05-11

GKOS GLAUKOS CORP COM2.6K shares0.00%2026-03-312026-05-11

HD HOME DEPOT INC COM801 shares-5.54%2026-03-312026-05-11

DIS DISNEY WALT CO COM2.4K shares1.74%2026-03-312026-05-11

IJR ISHARES CORE S&P SMALL CAP ETF1.7K shares2.35%2026-03-312026-05-11

Sponsored

MMM 3M CO COM1.5K shares-1.00%2026-03-312026-05-11

FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF7.6K shares0.00%2026-03-312026-05-11

XEL XCEL ENERGY INC COM2.6K shares0.23%2026-03-312026-05-11

MA MASTERCARD INCORPORATED CL A397 shares-1.24%2026-03-312026-05-11

VUG VANGUARD GROWTH ETF444 shares1.14%2026-03-312026-05-11

PFE PFIZER INC COM6.8K shares4.89%2026-03-312026-05-11

USB US BANCORP COM NEW3.5K shares-19.34%2026-03-312026-05-11

AMGN AMGEN INC COM519 shares2.17%2026-03-312026-05-11

Sponsored

AON PLC SHS CL A AON PLC SHS CL A559 shares2.95%2026-03-312026-05-11

IWM ISHARES RUSSELL 2000 ETF727 shares0.00%2026-03-312026-05-11

HON HONEYWELL INTL INC COM772 shares3.35%2026-03-312026-05-11

LOW LOWES COS INC COM731 shares0.27%2026-03-312026-05-11

BBY BEST BUY INC COM2.7K shares-0.07%2026-03-312026-05-11

IBM INTERNATIONAL BUSINESS MACHS COM701 shares-9.43%2026-03-312026-05-11

V VISA INC COM CL A539 shares8.45%2026-03-312026-05-11

WM WASTE MGMT INC DEL COM668 shares2.77%2026-03-312026-05-11

Sponsored

AMAT APPLIED MATLS INC COM449 shares6.15%2026-03-312026-05-11

XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF3.3K shares-0.90%2026-03-312026-05-11

IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF1.9K shares0.00%2026-03-312026-05-11

GS GOLDMAN SACHS GROUP INC COM176 shares7.32%2026-03-312026-05-11

NVS NOVARTIS AG SPONSORED ADR974 shares0.00%2026-03-312026-05-11

CAT CATERPILLAR INC COM209 shares5.03%2026-03-312026-05-11

FFIV F5 INC COM504 shares0.00%2026-03-312026-05-11

IWS ISHARES RUSSELL MID-CAP VALUE ETF992 shares0.00%2026-03-312026-05-11

Sponsored

PG PROCTER & GAMBLE CO COM991 shares4.65%2026-03-312026-05-11

IOO ISHARES GLOBAL 100 ETF1.1K shares0.00%2026-03-312026-05-11

TGT TARGET CORP COM1.1K shares1.73%2026-03-312026-05-11

IWR ISHARES RUSSELL MIDCAP ETF1.3K shares0.00%2026-03-312026-05-11

PYPL PAYPAL HLDGS INC COM2.8K shares-0.74%2026-03-312026-05-11

NKE NIKE INC CL B2.4K shares-55.05%2026-03-312026-05-11

IBTJ ISHARES IBONDS DEC 2029 TERM TREASURY ETF5.7K shares105.88%2026-03-312026-05-11

GIS GENERAL MILLS INC COM3.2K shares-0.28%2026-03-312026-05-11

Sponsored

ADI ANALOG DEVICES INC COM376 shares10.91%2026-03-312026-05-11

MCK MCKESSON CORP COM138 shares0.73%2026-03-312026-05-11

IWF ISHARES RUSSELL 1000 GROWTH ETF275 shares0.00%2026-03-312026-05-11

TJX TJX COS INC NEW COM723 shares8.72%2026-03-312026-05-11

IJJ ISHARES S&P MID-CAP 400 VALUE ETF851 shares0.00%2026-03-312026-05-11

SCHO SCHWAB SHORT-TERM US TREASURY ETF4.5K shares3.44%2026-03-312026-05-11

AXP AMERICAN EXPRESS CO COM364 shares-4.71%2026-03-312026-05-11

DAL DELTA AIR LINES INC COM NEW1.6K shares1.30%2026-03-312026-05-11

Sponsored

TXN TEXAS INSTRS INC COM549 shares20.93%2026-03-312026-05-11

GLW CORNING INC COM767 shares2.95%2026-03-312026-05-11

URI UNITED RENTALS INC COM143 shares3.62%2026-03-312026-05-11

IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF4.7K shares319.47%2026-03-312026-05-11

BMY BRISTOL-MYERS SQUIBB CO COM1.6K shares5.60%2026-03-312026-05-11

ALPS O'SHARES U.S. QUALITY DIVIDEND ETF ALPS O'SHARES U.S. QUALITY DIVIDEND ETF1.8K shares0.00%2026-03-312026-05-11

EFV ISHARES MSCI EAFE VALUE ETF1.3K shares0.00%2026-03-312026-05-11

MCHP MICROCHIP TECHNOLOGY INC. COM1.5K shares-0.86%2026-03-312026-05-11

Sponsored

INTC INTEL CORP COM2.2K shares8.90%2026-03-312026-05-11

VFMO VANGUARD U.S. MOMENTUM FACTOR ETF477 shares0.00%2026-03-312026-05-11

FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF450 shares0.00%2026-03-312026-05-11

IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF1.7K shares0.00%2026-03-312026-05-11

FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF1.8K shares0.00%2026-03-312026-05-11

DVY ISHARES SELECT DIVIDEND ETF579 shares0.00%2026-03-312026-05-11

IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF1.8K shares0.00%2026-03-312026-05-11

NVT NVENT ELEC PLC SHS720 shares0.00%2026-03-312026-05-11

Sponsored

SCHX SCHWAB U.S. LARGE-CAP ETF3.3K shares0.00%2026-03-312026-05-11

BLACKSTONE INC COM BLACKSTONE INC COM736 shares15.91%2026-03-312026-05-11

BLACKROCK INC COM BLACKROCK INC COM88 shares-4.35%2026-03-312026-05-11

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A426 shares-2.29%2026-03-312026-05-11

VWO VANGUARD FTSE EMERGING MARKETS ETF1.5K shares0.00%2026-03-312026-05-11

COWZ PACER US CASH COWS 100 ETF1.3K shares0.00%2026-03-312026-05-11

DLR DIGITAL RLTY TR INC COM437 shares-21.54%2026-03-312026-05-11

JPIE JPMORGAN INCOME ETF1.7K shares0.00%2026-03-312026-05-11

Sponsored

XBI STATE STREET SPDR S&P BIOTECH ETF595 shares0.00%2026-03-312026-05-11

TDW TIDEWATER INC NEW COM900 shares0.00%2026-03-312026-05-11

PGR PROGRESSIVE CORP COM376 shares3.87%2026-03-312026-05-11

WFC WELLS FARGO & CO COM923 shares-9.60%2026-03-312026-05-11

HSY HERSHEY CO COM353 shares0.57%2026-03-312026-05-11

NOC NORTHROP GRUMMAN CORP COM107 shares2.88%2026-03-312026-05-11

GARP ISHARES MSCI USA QUALITY GARP ETF1.1K shares0.00%2026-03-312026-05-11

AMP AMERIPRISE FINL INC COM162 shares4.52%2026-03-312026-05-11

Sponsored

IEFA ISHARES CORE MSCI EAFE ETF791 sharesnew addition2026-03-312026-05-11

WMB WILLIAMS COS INC COM983 shares117.48%2026-03-312026-05-11

SCZ ISHARES MSCI EAFE SMALL-CAP ETF901 shares0.00%2026-03-312026-05-11

AMD ADVANCED MICRO DEVICES INC COM347 shares-1.70%2026-03-312026-05-11

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS198 shares0.00%2026-03-312026-05-11

BA BOEING CO COM334 shares11.71%2026-03-312026-05-11

CMI CUMMINS INC COM122 shares1.67%2026-03-312026-05-11

BAC BANK OF AMER CORP COM1.3K shares0.15%2026-03-312026-05-11

Sponsored

PEP PEPSICO INC COM407 shares5.17%2026-03-312026-05-11

DE DEERE & CO COM111 shares7.77%2026-03-312026-05-11

OTTR OTTER TAIL CORP COM677 shares0.00%2026-03-312026-05-11

KO COCA COLA CO COM736 shares-10.35%2026-03-312026-05-11

ADBE ADOBE INC COM224 shares4.19%2026-03-312026-05-11

BUNGE GLOBAL SA COM SHS BUNGE GLOBAL SA COM SHS416 shares0.00%2026-03-312026-05-11

DHR DANAHER CORP DEL COM268 shares-8.22%2026-03-312026-05-11

KVUE KENVUE INC COM2.9K shares1.45%2026-03-312026-05-11

Sponsored

IBHJ ISHARES IBONDS 2030 TERM HIGH YIELD AND INCOME ETF1.9K shares99.68%2026-03-312026-05-11

KR KROGER CO COM674 shares3.53%2026-03-312026-05-11

SGU STAR GROUP LP UNIT LTD PARTNR3.8K shares0.00%2026-03-312026-05-11

ASTRAZENECA PLC ORD ASTRAZENECA PLC ORD239 sharesnew addition2026-03-312026-05-11

PNC PNC FINL SVCS GROUP INC COM223 shares13.20%2026-03-312026-05-11

IJK ISHARES S&P MID-CAP 400 GROWTH ETF452 shares0.00%2026-03-312026-05-11

SYK STRYKER CORPORATION COM138 shares3.76%2026-03-312026-05-11

MERCK & CO INC COM MERCK & CO INC COM374 shares27.21%2026-03-312026-05-11

Sponsored

SO SOUTHERN CO COM464 shares18.07%2026-03-312026-05-11

FHEQ FIDELITY HEDGED EQUITY ETF1.5K shares0.00%2026-03-312026-05-11

LINDE PLC SHS LINDE PLC SHS88 shares20.55%2026-03-312026-05-11

MTZ MASTEC INC COM135 shares0.00%2026-03-312026-05-11

IBB ISHARES BIOTECHNOLOGY ETF257 shares7.08%2026-03-312026-05-11

CMCSA COMCAST CORP NEW CL A1.5K shares25.11%2026-03-312026-05-11

VRTX VERTEX PHARMACEUTICALS INC COM93 shares9.41%2026-03-312026-05-11

CMCO COLUMBUS MCKINNON CORP N Y COM2.8K shares0.00%2026-03-312026-05-11

Sponsored

AEP AMERICAN ELEC PWR CO INC COM312 shares6.12%2026-03-312026-05-11

LHX L3HARRIS TECHNOLOGIES INC COM118 shares8.26%2026-03-312026-05-11

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF283 shares0.00%2026-03-312026-05-11

HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF622 shares0.00%2026-03-312026-05-11

GEV GE VERNOVA INC COM45 shares55.17%2026-03-312026-05-11

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF551 sharesnew addition2026-03-312026-05-11

NEE NEXTERA ENERGY INC COM400 shares8.70%2026-03-312026-05-11

CCEP COCA-COLA EUROPACIFIC PARTNERS SHS406 shares0.00%2026-03-312026-05-11

Sponsored

LAM RESEARCH CORP COM NEW LAM RESEARCH CORP COM NEW172 shares22.86%2026-03-312026-05-11

PLD PROLOGIS INC. COM275 shares10.44%2026-03-312026-05-11

KMB KIMBERLY-CLARK CORP COM375 shares7.14%2026-03-312026-05-11

ISRG INTUITIVE SURGICAL INC COM NEW78 shares13.04%2026-03-312026-05-11

MU MICRON TECHNOLOGY INC COM103 shares19.77%2026-03-312026-05-11

XSMO INVESCO S&P SMALLCAP MOMENTUM ETF456 shares0.00%2026-03-312026-05-11

FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF1.1K shares0.00%2026-03-312026-05-11

CITIGROUP INC COM NEW CITIGROUP INC COM NEW304 shares12.59%2026-03-312026-05-11

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SCHF SCHWAB INTERNATIONAL EQUITY ETF1.3K shares0.00%2026-03-312026-05-11

SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF830 shares0.00%2026-03-312026-05-11

PANW PALO ALTO NETWORKS INC COM203 shares16.00%2026-03-312026-05-11

DEO DIAGEO PLC SPON ADR NEW437 shares0.00%2026-03-312026-05-11

MS MORGAN STANLEY COM NEW194 shares3.74%2026-03-312026-05-11

GM GENERAL MTRS CO COM428 shares6.47%2026-03-312026-05-11

JEF JEFFERIES FINANCIAL GROUP INC COM770 shares0.00%2026-03-312026-05-11

CEG CONSTELLATION ENERGY CORP COM111 shares-0.89%2026-03-312026-05-11

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PATK PATRICK INDS INC COM278 shares0.00%2026-03-312026-05-11

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF372 sharesnew addition2026-03-312026-05-11

VGLT VANGUARD LONG-TERM TREASURY ETF555 shares0.00%2026-03-312026-05-11

IBTK ISHARES IBONDS DEC 2030 TERM TREASURY ETF1.5K sharesnew addition2026-03-312026-05-11

POST POST HLDGS INC COM298 shares-11.83%2026-03-312026-05-11

CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A480 shares-1.84%2026-03-312026-05-11

MDLZ MONDELEZ INTL INC CL A500 shares10.13%2026-03-312026-05-11

ABT ABBOTT LABORATORIES COM277 shares4.14%2026-03-312026-05-11

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DEFINIUM THERAPEUTICS INC COM SHS DEFINIUM THERAPEUTICS INC COM SHS1.5K sharesnew addition2026-03-312026-05-11

NOW SERVICENOW INC COM270 shares23.85%2026-03-312026-05-11

WELL WELLTOWER INC COM141 shares5.22%2026-03-312026-05-11

INTU INTUIT COM64 shares20.75%2026-03-312026-05-11

COP CONOCOPHILLIPS COM206 shares60.94%2026-03-312026-05-11

ADP AUTOMATIC DATA PROCESSING INC COM132 shares23.36%2026-03-312026-05-11

VZ VERIZON COMMUNICATIONS INC COM527 shares25.18%2026-03-312026-05-11

APG API GROUP CORP COM STK628 shares0.00%2026-03-312026-05-11

Sponsored

VGM INVESCO TR INVT GRADE MUNS COM2.6K shares-1.26%2026-03-312026-05-11

LNT ALLIANT ENERGY CORP COM352 shares0.00%2026-03-312026-05-11

LEA LEAR CORP COM NEW208 shares-0.95%2026-03-312026-05-11

BKR BAKER HUGHES COMPANY CL A409 shares99.51%2026-03-312026-05-11

EFX EQUIFAX INC COM137 shares-5.52%2026-03-312026-05-11

KMI KINDER MORGAN INC DEL COM730 shares-16.38%2026-03-312026-05-11

CDNS CADENCE DESIGN SYSTEM INC COM88 shares-39.73%2026-03-312026-05-11

SPSC SPS COMM INC COM229 shares-68.41%2026-03-312026-05-11

Sponsored

AMT AMERICAN TOWER CORP COM139 shares-8.55%2026-03-312026-05-11

MQY BLACKROCK MUNIYILD QULT FD INC COM2.2K sharesnew addition2026-03-312026-05-11

APTIV PLC COM SHS APTIV PLC COM SHS341 shares0.59%2026-03-312026-05-11

SOLV SOLVENTUM CORP COM SHS362 shares0.00%2026-03-312026-05-11

HYXF ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF505 shares-0.98%2026-03-312026-05-11

ET ENERGY TRANSFER L P COM UT LTD PTN1.2K shares-45.45%2026-03-312026-05-11

TMUS T-MOBILE US INC COM107 shares0.94%2026-03-312026-05-11

SONY SONY GROUP CORP SPONSORED ADR1.1K shares0.00%2026-03-312026-05-11

Sponsored

HBAN HUNTINGTON BANCSHARES INC COM1.4K shares25.46%2026-03-312026-05-11

KLAC KLA CORP COM NEW15 shares25.00%2026-03-312026-05-11

SRE SEMPRA COM221 shares-13.33%2026-03-312026-05-11

IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF255 shares0.00%2026-03-312026-05-11

TALO TALOS ENERGY INC COM1.3K shares0.00%2026-03-312026-05-11

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW161 shares16.67%2026-03-312026-05-11

ADSK AUTODESK INC COM88 shares27.54%2026-03-312026-05-11

EQIX EQUINIX INC COM21 shares61.54%2026-03-312026-05-11

Sponsored

CG CARLYLE GROUP INC COM417 shares35.39%2026-03-312026-05-11

SNDA SONIDA SENIOR LIVING INC COM625 sharesnew addition2026-03-312026-05-11

ARCC ARES CAPITAL CORP COM1.1K shares0.00%2026-03-312026-05-11

EATON CORP PLC SHS EATON CORP PLC SHS55 shares48.65%2026-03-312026-05-11

SPGI S&P GLOBAL INC COM46 shares4.55%2026-03-312026-05-11

T AT&T INC COM668 shares27.00%2026-03-312026-05-11

BIIB BIOGEN INC COM105 shares9.38%2026-03-312026-05-11

FDX FEDEX CORP COM54 shares25.58%2026-03-312026-05-11

Sponsored

QCOM QUALCOMM INC COM149 shares75.29%2026-03-312026-05-11

APD AIR PRODUCTS AND CHEMICALS INC COM66 shares8.20%2026-03-312026-05-11

COF CAPITAL ONE FINL CORP COM105 shares-32.26%2026-03-312026-05-11

ED CONSOLIDATED EDISON INC COM169 shares0.60%2026-03-312026-05-11

TFC TRUIST FINL CORP COM415 shares1.47%2026-03-312026-05-11

PSX PHILLIPS 66 COM104 shares-14.05%2026-03-312026-05-11

MMC MARSH & MCLENNAN COS INC COM109 shares1.87%2026-03-312026-05-11

CME CME GROUP INC COM64 shares16.36%2026-03-312026-05-11

Sponsored

SPG SIMON PPTY GROUP INC NEW COM101 shares13.48%2026-03-312026-05-11

TSN TYSON FOODS INC CL A293 shares0.00%2026-03-312026-05-11

BK BANK NEW YORK MELLON CORP COM156 shares23.81%2026-03-312026-05-11

FLS FLOWSERVE CORP COM246 shares0.00%2026-03-312026-05-11

PPG PPG INDS INC COM168 shares21.74%2026-03-312026-05-11

MARVELL TECHNOLOGY INC COM MARVELL TECHNOLOGY INC COM178 shares74.51%2026-03-312026-05-11

ROST ROSS STORES INC COM80 shares31.15%2026-03-312026-05-11

AJG GALLAGHER ARTHUR J & CO COM80 shares5.26%2026-03-312026-05-11

Sponsored

STM STMICROELECTRONICS N V NY REGISTRY500 shares0.00%2026-03-312026-05-11

CB CHUBB LTD SWITZ COM53 shares6.00%2026-03-312026-05-11

GBTC GRAYSCALE BITCOIN TRUST ETF327 shares0.00%2026-03-312026-05-11

CSX CSX CORP COM411 shares16.10%2026-03-312026-05-11

TMO THERMO FISHER SCIENTIFIC INC COM34 shares-26.09%2026-03-312026-05-11

FIX COMFORT SYS USA INC COM12 shares0.00%2026-03-312026-05-11

REGN REGENERON PHARMACEUTICALS COM21 shares10.53%2026-03-312026-05-11

SCHW SCHWAB CHARLES CORP COM172 shares24.64%2026-03-312026-05-11

Sponsored

CROWN CASTLE INC COM CROWN CASTLE INC COM192 shares-9.00%2026-03-312026-05-11

VLO VALERO ENERGY CORP COM63 shares320.00%2026-03-312026-05-11

SHEL SHELL PLC SPON ADS166 shares0.00%2026-03-312026-05-11

FI FISERV INC COM276 shares-17.61%2026-03-312026-05-11

AWK AMERICAN WTR WKS CO INC NEW COM113 shares-15.04%2026-03-312026-05-11

SMH VANECK SEMICONDUCTOR ETF40 sharesnew addition2026-03-312026-05-11

TAP MOLSON COORS BEVERAGE CO CL B351 shares-46.66%2026-03-312026-05-11

ICE INTERCONTINENTAL EXCHANGE INC COM96 shares17.07%2026-03-312026-05-11

Sponsored

XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF136 sharesnew addition2026-03-312026-05-11

GE AEROSPACE COM NEW GE AEROSPACE COM NEW52 shares116.67%2026-03-312026-05-11

SNDK SANDISK CORP COM23 shares-62.30%2026-03-312026-05-11

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF184 sharesnew addition2026-03-312026-05-11

SOLSTICE ADVANCED MATLS INC COM SHS SOLSTICE ADVANCED MATLS INC COM SHS190 shares0.00%2026-03-312026-05-11

MCHPP MICROCHIP TECHNOLOGY INC. DEP SHS REPSTG250 shares0.00%2026-03-312026-05-11

HCA HCA HEALTHCARE INC COM30 shares57.89%2026-03-312026-05-11

FITB FIFTH THIRD BANCORP COM303 shares129.55%2026-03-312026-05-11

Sponsored

MET METLIFE INC COM198 shares8.20%2026-03-312026-05-11

RGLD ROYAL GOLD INC COM55 shares0.00%2026-03-312026-05-11

VNQ VANGUARD REAL ESTATE ETF157 shares-9.25%2026-03-312026-05-11

SCHD SCHWAB US DIVIDEND EQUITY ETF450 shares0.00%2026-03-312026-05-11

HAL HALLIBURTON CO COM351 shares106.47%2026-03-312026-05-11

CARR CARRIER GLOBAL CORPORATION COM243 shares45.51%2026-03-312026-05-11

CM CANADIAN IMPERIAL BANK OF COMM COM144 shares0.00%2026-03-312026-05-11

KRC KILROY REALTY CORP COM479 shares919.15%2026-03-312026-05-11

Sponsored

TOST TOAST INC CL A490 shares0.00%2026-03-312026-05-11

VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF215 shares593.55%2026-03-312026-05-11

LITE LUMENTUM HLDGS INC COM18 shares0.00%2026-03-312026-05-11

BP BP PLC SPONSORED ADR268 shares0.00%2026-03-312026-05-11

ADM ARCHER DANIELS MIDLAND CO COM173 shares13.07%2026-03-312026-05-11

STZ CONSTELLATION BRANDS INC CL A83 shares16.90%2026-03-312026-05-11

ZTS ZOETIS INC CL A105 shares64.06%2026-03-312026-05-11

PM PHILIP MORRIS INTL INC COM75 shares36.36%2026-03-312026-05-11

Sponsored

BABA ALIBABA GROUP HLDG LTD SPONSORED ADS98 shares0.00%2026-03-312026-05-11

AL AIR LEASE CORP CL A187 shares0.00%2026-03-312026-05-11

PWR QUANTA SVCS INC COM22 shares4.76%2026-03-312026-05-11

CTVA CORTEVA INC COM142 shares195.83%2026-03-312026-05-11

ABNB AIRBNB INC COM CL A94 shares49.21%2026-03-312026-05-11

XYL XYLEM INC COM99 shares22.22%2026-03-312026-05-11

KEY KEYCORP COM587 shares0.00%2026-03-312026-05-11

F FORD MTR CO COM1.0K shares-2.12%2026-03-312026-05-11

Sponsored

FAST FASTENAL CO COM253 shares56.17%2026-03-312026-05-11

KKR & CO INC COM KKR & CO INC COM126 shares53.66%2026-03-312026-05-11

PCAR PACCAR INC COM100 shares17.65%2026-03-312026-05-11

SNPS SYNOPSYS INC COM29 shares-30.95%2026-03-312026-05-11

CHKP CHECK POINT SOFTWARE TECH LTD ORD80 shares0.00%2026-03-312026-05-11

LNG CHENIERE ENERGY INC COM NEW40 shares60.00%2026-03-312026-05-11

DINO HF SINCLAIR CORP COM180 shares15.38%2026-03-312026-05-11

ALL ALLSTATE CORP COM54 shares50.00%2026-03-312026-05-11

Sponsored

RY ROYAL BK CDA COM69 shares0.00%2026-03-312026-05-11

LEVI LEVI STRAUSS & CO NEW CL A COM STK600 shares0.00%2026-03-312026-05-11

AXON AXON ENTERPRISE INC COM26 shares2500.00%2026-03-312026-05-11

CIEN CIENA CORP COM NEW28 shares-36.36%2026-03-312026-05-11

PSA PUBLIC STORAGE OPER CO COM40 shares14.29%2026-03-312026-05-11

AIG AMERICAN INTL GROUP INC COM NEW142 shares15.45%2026-03-312026-05-11

AEIS ADVANCED ENERGY INDS COM33 shares-5.71%2026-03-312026-05-11

CRS CARPENTER TECHNOLOGY CORP COM27 shares3.85%2026-03-312026-05-11

Sponsored

DOV DOVER CORP COM51 shares24.39%2026-03-312026-05-11

SHW SHERWIN WILLIAMS CO COM33 shares10.00%2026-03-312026-05-11

ASML ASML HLDG NV N Y REGISTRY SHS8 sharesnew addition2026-03-312026-05-11

VRT VERTIV HOLDINGS CO COM CL A42 shares200.00%2026-03-312026-05-11

CRCL CIRCLE INTERNET GROUP INC COM CL A110 sharesnew addition2026-03-312026-05-11

NXPI NXP SEMICONDUCTORS N V COM53 shares1.92%2026-03-312026-05-11

EME EMCOR GROUP INC COM14 shares7.69%2026-03-312026-05-11

COIN COINBASE GLOBAL INC COM CL A59 shares126.92%2026-03-312026-05-11

Sponsored

DEFIANCE DRONE AND MODERN WARFARE ETF DEFIANCE DRONE AND MODERN WARFARE ETF400 sharesnew addition2026-03-312026-05-11

JCI JOHNSON CTLS INTL PLC SHS78 shares50.00%2026-03-312026-05-11

SHY ISHARES 1-3 YEAR TREASURY BOND ETF123 shares0.00%2026-03-312026-05-11

USFD US FOODS HLDG CORP COM110 shares0.00%2026-03-312026-05-11

CL COLGATE PALMOLIVE CO COM119 shares77.61%2026-03-312026-05-11

DEI DOUGLAS EMMETT INC COM1.1K shares655.63%2026-03-312026-05-11

VTR VENTAS INC COM123 shares12.84%2026-03-312026-05-11

IWD ISHARES RUSSELL 1000 VALUE ETF47 shares0.00%2026-03-312026-05-11

Sponsored

BINC ISHARES FLEXIBLE INCOME ACTIVE ETF193 shares0.00%2026-03-312026-05-11

SYY SYSCO CORP COM140 shares32.08%2026-03-312026-05-11

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF99 shares0.00%2026-03-312026-05-11

APP APPLOVIN CORP COM CL A25 shares8.70%2026-03-312026-05-11

TTWO TAKE-TWO INTERACTIVE SOFTWARE COM50 shares28.21%2026-03-312026-05-11

ITA ISHARES U.S. AEROSPACE & DEFENSE ETF45 shares0.00%2026-03-312026-05-11

WBD WARNER BROS DISCOVERY INC COM SER A355 shares161.03%2026-03-312026-05-11

CTAS CINTAS CORP COM57 shares5.56%2026-03-312026-05-11

Sponsored

EEM ISHARES MSCI EMERGING MARKETS ETF168 shares0.00%2026-03-312026-05-11

NDAQ NASDAQ INC COM112 shares31.76%2026-03-312026-05-11

WDC WESTERN DIGITAL CORP COM35 shares105.88%2026-03-312026-05-11

HUBBELL INC COM HUBBELL INC COM19 shares18.75%2026-03-312026-05-11

CNI CANADIAN NATL RY CO COM90 shares0.00%2026-03-312026-05-11

SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF365 shares0.00%2026-03-312026-05-11

MSI MOTOROLA SOLUTIONS INC COM NEW21 shares50.00%2026-03-312026-05-11

L LOEWS CORP COM85 shares0.00%2026-03-312026-05-11

Sponsored

GILD GILEAD SCIENCES INC COM65 shares30.00%2026-03-312026-05-11

EMR EMERSON ELEC CO COM69 shares-1.43%2026-03-312026-05-11

FLEX FLEXTRONICS INTL LTD ORD138 shares2.22%2026-03-312026-05-11

PH PARKER-HANNIFIN CORP COM10 shares42.86%2026-03-312026-05-11

USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF174 shares0.00%2026-03-312026-05-11

ZBH ZIMMER BIOMET HOLDINGS INC COM98 shares0.00%2026-03-312026-05-11

STT STATE STR CORP COM70 shares-1.41%2026-03-312026-05-11

BWA BORGWARNER INC COM163 shares0.00%2026-03-312026-05-11

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MO ALTRIA GROUP INC COM134 shares57.65%2026-03-312026-05-11

PHM PULTE GROUP INC COM75 shares11.94%2026-03-312026-05-11

EXC EXELON CORP COM179 shares9.82%2026-03-312026-05-11

AER AERCAP HOLDINGS NV SHS63 shares0.00%2026-03-312026-05-11

ARISTA NETWORKS INC COM SHS ARISTA NETWORKS INC COM SHS70 shares32.08%2026-03-312026-05-11

EXR EXTRA SPACE STORAGE INC COM65 shares22.64%2026-03-312026-05-11

MAR MARRIOTT INTL INC NEW CL A26 shares44.44%2026-03-312026-05-11

EWJ ISHARES MSCI JAPAN ETF100 sharesnew addition2026-03-312026-05-11

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RELY REMITLY GLOBAL INC COM537 shares0.00%2026-03-312026-05-11

ITW ILLINOIS TOOL WKS INC COM32 shares100.00%2026-03-312026-05-11

NSC NORFOLK SOUTHN CORP COM29 shares190.00%2026-03-312026-05-11

REX REX AMERICAN RES CORP COM182 shares0.00%2026-03-312026-05-11

IWP ISHARES RUSSELL MID-CAP GROWTH ETF64 shares0.00%2026-03-312026-05-11

ENB ENBRIDGE INC COM151 shares0.00%2026-03-312026-05-11

VIS VANGUARD INDUSTRIALS ETF26 sharesnew addition2026-03-312026-05-11

MGEE MGE ENERGY INC COM101 shares0.00%2026-03-312026-05-11

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CYTK CYTOKINETICS INC COM NEW118 shares0.00%2026-03-312026-05-11

RCL ROYAL CARIBBEAN GROUP COM28 shares40.00%2026-03-312026-05-11

UAL UNITED AIRLS HLDGS INC COM83 shares13.70%2026-03-312026-05-11

J JACOBS SOLUTIONS INC COM60 shares0.00%2026-03-312026-05-11

IRM IRON MTN INC DEL COM74 shares48.00%2026-03-312026-05-11

MNST MONSTER BEVERAGE CORP NEW COM104 shares28.40%2026-03-312026-05-11

ING ING GROEP N.V. SPONSORED ADR287 shares0.00%2026-03-312026-05-11

CLH CLEAN HARBORS INC COM26 shares0.00%2026-03-312026-05-11

Sponsored

ROP ROPER TECHNOLOGIES INC COM21 shares250.00%2026-03-312026-05-11

XYZ BLOCK INC CL A123 shares43.02%2026-03-312026-05-11

SPXC SPX TECHNOLOGIES INC COM37 shares0.00%2026-03-312026-05-11

PTEN PATTERSON-UTI ENERGY INC COM678 shares59.91%2026-03-312026-05-11

RS RELIANCE INC COM24 shares0.00%2026-03-312026-05-11

NET CLOUDFLARE INC CL A COM35 shares775.00%2026-03-312026-05-11

PSMT PRICESMART INC COM47 shares0.00%2026-03-312026-05-11

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS18 shares50.00%2026-03-312026-05-11

Sponsored

CMG CHIPOTLE MEXICAN GRILL INC COM220 shares11.68%2026-03-312026-05-11

ABCB AMERIS BANCORP COM90 shares0.00%2026-03-312026-05-11

HLT HILTON WORLDWIDE HLDGS INC COM23 shares43.75%2026-03-312026-05-11

NWN NORTHWEST NAT HLDG CO COM131 shares0.00%2026-03-312026-05-11

UGI UGI CORP NEW COM190 shares0.00%2026-03-312026-05-11

TE CONNECTIVITY PLC ORD SHS TE CONNECTIVITY PLC ORD SHS33 shares-17.50%2026-03-312026-05-11

PARR PAR PAC HOLDINGS INC COM NEW110 shares0.00%2026-03-312026-05-11

WDAY WORKDAY INC CL A53 shares231.25%2026-03-312026-05-11

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OTIS OTIS WORLDWIDE CORP COM89 shares11.25%2026-03-312026-05-11

BC BRUNSWICK CORP COM94 shares0.00%2026-03-312026-05-11

APH AMPHENOL CORP CL A54 shares-43.75%2026-03-312026-05-11

TTD THE TRADE DESK INC COM CL A300 sharesnew addition2026-03-312026-05-11

RACE FERRARI N V COM20 shares0.00%2026-03-312026-05-11

IDXX IDEXX LABS INC COM12 shares33.33%2026-03-312026-05-11

HP HELMERICH & PAYNE INC COM186 shares0.00%2026-03-312026-05-11

TNL TRAVEL PLUS LEISURE CO COM96 shares0.00%2026-03-312026-05-11

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ESI ELEMENT SOLUTIONS INC COM194 shares0.00%2026-03-312026-05-11

EWBC EAST WEST BANCORP INC COM62 shares0.00%2026-03-312026-05-11

UPS UNITED PARCEL SVCS INC CL B67 shares8.06%2026-03-312026-05-11

MCO MOODYS CORP COM15 shares-31.82%2026-03-312026-05-11

PAYX PAYCHEX INC COM71 shares2266.67%2026-03-312026-05-11

STRL STERLING INFRASTRUCTURE INC COM16 shares0.00%2026-03-312026-05-11

KALU KAISER ALUMINIUM CORPORATION COM PAR $0.0154 shares0.00%2026-03-312026-05-11

GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST70 shares0.00%2026-03-312026-05-11

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MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF27 sharesnew addition2026-03-312026-05-11

PEG PUBLIC SVC ENTERPRISE GROUP COM80 shares25.00%2026-03-312026-05-11

CBOE CBOE GLOBAL MKTS INC COM23 shares4.55%2026-03-312026-05-11

MLI MUELLER INDS INC COM58 shares0.00%2026-03-312026-05-11

WTFC WINTRUST FINL CORP COM46 shares0.00%2026-03-312026-05-11

HUN HUNTSMAN CORP COM480 shares0.00%2026-03-312026-05-11

AIT APPLIED INDL TECHNOLOGIES INC COM24 shares0.00%2026-03-312026-05-11

NYT NEW YORK TIMES CO MTN BE CL A76 shares0.00%2026-03-312026-05-11

Sponsored

ZS ZSCALER INC COM45 shares0.00%2026-03-312026-05-11

WCC WESCO INTL INC COM23 shares0.00%2026-03-312026-05-11

TWLO TWILIO INC CL A50 shares0.00%2026-03-312026-05-11

TOL TOLL BROTHERS INC COM46 shares0.00%2026-03-312026-05-11

CPRT COPART INC COM189 shares80.00%2026-03-312026-05-11

NPO ENPRO INC COM25 shares0.00%2026-03-312026-05-11

FN FABRINET SHS12 shares0.00%2026-03-312026-05-11

ENTG ENTEGRIS INC COM53 shares0.00%2026-03-312026-05-11

Sponsored

FTNT FORTINET INC COM76 shares90.00%2026-03-312026-05-11

VLTO VERALTO CORP COM SHS70 shares0.00%2026-03-312026-05-11

NXT NEXTPOWER INC CLASS A COM51 shares0.00%2026-03-312026-05-11

CMC COMMERCIAL METALS CO COM100 shares0.00%2026-03-312026-05-11

DY DYCOM INDS INC COM18 shares-5.26%2026-03-312026-05-11

DGX QUEST DIAGNOSTICS INC COM31 shares0.00%2026-03-312026-05-11

WBS WEBSTER FINL CORP COM87 shares0.00%2026-03-312026-05-11

RELL RICHARDSON ELECTRS LTD COM550 shares0.00%2026-03-312026-05-11

Sponsored

DDOG DATADOG INC CL A COM51 shares325.00%2026-03-312026-05-11

CTRE CARETRUST REIT INC COM164 shares0.00%2026-03-312026-05-11

CODI COMPASS DIVERSIFIED SH BEN INT759 sharesnew addition2026-03-312026-05-11

ANNALY CAPITAL MANAGEMENT INC COM NEW ANNALY CAPITAL MANAGEMENT INC COM NEW282 shares0.00%2026-03-312026-05-11

FSS FEDERAL SIGNAL CORP COM55 shares0.00%2026-03-312026-05-11

ILMN ILLUMINA INC COM48 shares-7.69%2026-03-312026-05-11

AVB AVALONBAY CMNTYS INC COM36 shares28.57%2026-03-312026-05-11

WPC WP CAREY INC COM86 shares0.00%2026-03-312026-05-11

Sponsored

TDC TERADATA CORP DEL COM228 shares128.00%2026-03-312026-05-11

VDC VANGUARD CONSUMER STAPLES ETF26 sharesnew addition2026-03-312026-05-11

VTRS VIATRIS INC COM429 shares0.00%2026-03-312026-05-11

BIDU BAIDU INC SPON ADR REP A52 shares0.00%2026-03-312026-05-11

MEDP MEDPACE HLDGS INC COM12 shares0.00%2026-03-312026-05-11

EWZ ISHARES MSCI BRAZIL ETF150 sharesnew addition2026-03-312026-05-11

SATS ECHOSTAR CORP CL A49 shares0.00%2026-03-312026-05-11

TPL TEXAS PACIFIC LAND CORPORATION COM12 shares0.00%2026-03-312026-05-11

Sponsored

ES EVERSOURCE ENERGY COM82 shares12.33%2026-03-312026-05-11

CRH PLC ORD CRH PLC ORD54 shares-45.45%2026-03-312026-05-11

WFRD WEATHERFORD INTL PLC ORD SHS60 shares0.00%2026-03-312026-05-11

VMI VALMONT INDS INC COM14 shares0.00%2026-03-312026-05-11

IVV

ISHARES CORE S&P 500 ETF

1.15%

Shares82.6K

Event2026-03-31

Filed2026-05-11

ESGD

ISHARES ESG AWARE MSCI EAFE ETF

-0.52%

Shares314.5K

Event2026-03-31

Filed2026-05-11

SCHM

SCHWAB U.S. MID-CAP ETF

0.63%

Shares903.9K

Event2026-03-31

Filed2026-05-11

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

-0.93%

Shares184.6K

Event2026-03-31

Filed2026-05-11

DBEF

XTRACKERS MSCI EAFE HEDGED EQUITY ETF

2.05%

Shares433.0K

Event2026-03-31

Filed2026-05-11

BIL

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

14.21%

Shares210.1K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC COM

0.00%

Shares75.2K

Event2026-03-31

Filed2026-05-11

ALPHABET INC CAP STK CL A

0.01%

Shares50.9K

Event2026-03-31

Filed2026-05-11

AGG

ISHARES CORE U.S. AGGREGATE BOND ETF

6.19%

Shares130.8K

Event2026-03-31

Filed2026-05-11

FRDM

FREEDOM 100 EMERGING MARKETS ETF

4.06%

Shares235.8K

Event2026-03-31

Filed2026-05-11

VANGUARD SMALL-CAP ETF

-0.10%

Shares47.7K

Event2026-03-31

Filed2026-05-11

TLT

ISHARES 20 YEAR TREASURY BOND ETF

7.27%

Shares129.7K

Event2026-03-31

Filed2026-05-11

IEF

ISHARES 7-10 YEAR TREASURY BOND ETF

-0.96%

Shares103.0K

Event2026-03-31

Filed2026-05-11

PLTR

PALANTIR TECHNOLOGIES INC CL A

0.30%

Shares67.2K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC COM

-0.26%

Shares45.3K

Event2026-03-31

Filed2026-05-11

XLV

STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF

-1.78%

Shares62.6K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO COM

-0.12%

Shares28.9K

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY INC DEL CL B NEW

0.56%

Shares17.6K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP COM

1.09%

Shares22.3K

Event2026-03-31

Filed2026-05-11

WMT

WALMART INC COM

0.20%

Shares65.1K

Event2026-03-31

Filed2026-05-11

EMXC

ISHARES MSCI EMERGING MARKETS EX CHINA ETF

2.58%

Shares98.8K

Event2026-03-31

Filed2026-05-11

AZO

AUTOZONE INC COM

-0.19%

Shares2.1K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION COM

-0.33%

Shares38.8K

Event2026-03-31

Filed2026-05-11

XLC

STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF

-1.03%

Shares51.9K

Event2026-03-31

Filed2026-05-11

DDLS

WISDOMTREE DYNAMIC INTERNATIONAL SMALLCAP EQUITY FUND

2.01%

Shares131.3K

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TRUST SERIES I

-0.61%

Shares9.6K

Event2026-03-31

Filed2026-05-11

RTX

RTX CORPORATION COM

0.66%

Shares27.2K

Event2026-03-31

Filed2026-05-11

QQQM

INVESCO NASDAQ 100 ETF

0.68%

Shares21.0K

Event2026-03-31

Filed2026-05-11

XLE

STATE STREET ENERGY SELECT SECTOR SPDR ETF

-1.62%

Shares80.0K

Event2026-03-31

Filed2026-05-11

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

28.34%

Shares71.2K

Event2026-03-31

Filed2026-05-11

ESGE

ISHARES ESG AWARE MSCI EM ETF

-0.36%

Shares94.6K

Event2026-03-31

Filed2026-05-11

IBHF

ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF

3.06%

Shares186.4K

Event2026-03-31

Filed2026-05-11

XLI

STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF

-2.45%

Shares26.2K

Event2026-03-31

Filed2026-05-11

FLTR

VANECK IG FLOATING RATE ETF

-0.64%

Shares149.4K

Event2026-03-31

Filed2026-05-11

BROADCOM INC COM

1.29%

Shares12.1K

Event2026-03-31

Filed2026-05-11

IBIC

ISHARES IBONDS OCT 2026 TERM TIPS ETF

-0.11%

Shares143.2K

Event2026-03-31

Filed2026-05-11

FXI

ISHARES CHINA LARGE-CAP ETF

1.16%

Shares99.4K

Event2026-03-31

Filed2026-05-11

UBER

UBER TECHNOLOGIES INC COM

-0.98%

Shares44.9K

Event2026-03-31

Filed2026-05-11

META

META PLATFORMS INC CL A

1.11%

Shares5.2K

Event2026-03-31

Filed2026-05-11

LLY

ELI LILLY & CO COM

0.09%

Shares3.2K

Event2026-03-31

Filed2026-05-11

GENERAL DYNAMICS CORP COM

2.42%

Shares8.5K

Event2026-03-31

Filed2026-05-11

LMT

LOCKHEED MARTIN CORP COM

1.12%

Shares4.6K

Event2026-03-31

Filed2026-05-11

IBIT

ISHARES BITCOIN TRUST ETF

-2.27%

Shares71.5K

Event2026-03-31

Filed2026-05-11

GLD

SPDR GOLD SHARES

0.05%

Shares6.2K

Event2026-03-31

Filed2026-05-11

CRWD

CROWDSTRIKE HLDGS INC CL A

1.67%

Shares6.9K

Event2026-03-31

Filed2026-05-11

XLF

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

-1.44%

Shares47.6K

Event2026-03-31

Filed2026-05-11

NFLX

NETFLIX INC. COM

0.63%

Shares24.2K

Event2026-03-31

Filed2026-05-11

XOM

EXXON MOBIL CORP COM

10.01%

Shares13.3K

Event2026-03-31

Filed2026-05-11

CSCO

CISCO SYS INC COM

-4.53%

Shares28.0K

Event2026-03-31

Filed2026-05-11

XLB

STATE STREET MATERIALS SELECT SECTOR SPDR ETF

-2.43%

Shares41.0K

Event2026-03-31

Filed2026-05-11

EBAY

EBAY INC. COM

-0.11%

Shares21.8K

Event2026-03-31

Filed2026-05-11

ABBV

ABBVIE INC COM

-4.71%

Shares7.9K

Event2026-03-31

Filed2026-05-11

VOOG

VANGUARD S&P 500 GROWTH ETF

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-11

IBDR

ISHARES IBONDS DEC 2026 TERM CORPORATE ETF

223.49%

Shares61.5K

Event2026-03-31

Filed2026-05-11

IBDS

ISHARES IBONDS DEC 2027 TERM CORPORATE ETF

249.50%

Shares60.6K

Event2026-03-31

Filed2026-05-11

IBDT

ISHARES IBONDS DEC 2028 TERM CORPORATE ETF

281.64%

Shares56.0K

Event2026-03-31

Filed2026-05-11

UNH

UNITEDHEALTH GROUP INC COM

8.20%

Shares5.2K

Event2026-03-31

Filed2026-05-11

IBID

ISHARES IBONDS OCT 2027 TERM TIPS ETF

-0.31%

Shares51.5K

Event2026-03-31

Filed2026-05-11

SCHP

SCHWAB US TIPS ETF

-0.06%

Shares50.0K

Event2026-03-31

Filed2026-05-11

VANGUARD MID-CAP ETF

0.58%

Shares4.3K

Event2026-03-31

Filed2026-05-11

XLP

STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF

-4.46%

Shares14.7K

Event2026-03-31

Filed2026-05-11

IBDU

ISHARES IBONDS DEC 2029 TERM CORPORATE ETF

1018.50%

Shares50.0K

Event2026-03-31

Filed2026-05-11

JNJ

JOHNSON & JOHNSON COM

42.95%

Shares4.7K

Event2026-03-31

Filed2026-05-11

IBTG

ISHARES IBONDS DEC 2026 TERM TREASURY ETF

6.12%

Shares49.2K

Event2026-03-31

Filed2026-05-11

IJH

ISHARES CORE S&P MID-CAP ETF

0.79%

Shares16.3K

Event2026-03-31

Filed2026-05-11

THE CIGNA GROUP COM

-7.16%

Shares3.9K

Event2026-03-31

Filed2026-05-11

ALPHABET INC CAP STK CL C

-4.63%

Shares3.4K

Event2026-03-31

Filed2026-05-11

ECL

ECOLAB INC COM

1.65%

Shares3.5K

Event2026-03-31

Filed2026-05-11

SPY

STATE STREET SPDR S&P 500 ETF

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-11

TRV

TRAVELERS COMPANIES INC COM

-0.24%

Shares2.9K

Event2026-03-31

Filed2026-05-11

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

5.49%

Shares1.1K

Event2026-03-31

Filed2026-05-11

BSX

BOSTON SCIENTIFIC CORP COM

0.12%

Shares12.1K

Event2026-03-31

Filed2026-05-11

BKNG

BOOKING HOLDINGS INC COM

-0.55%

Shares180

Event2026-03-31

Filed2026-05-11

SPYM

STATE STREET SPDR PORTFOLIO S&P 500 ETF

2.28%

Shares9.4K

Event2026-03-31

Filed2026-05-11

NUMG

NUVEEN ESG MID-CAP GROWTH ETF

-2.24%

Shares15.9K

Event2026-03-31

Filed2026-05-11

UNP

UNION PAC CORP COM

1.08%

Shares2.6K

Event2026-03-31

Filed2026-05-11

CVX

CHEVRON CORPORATION COM

489.45%

Shares3.0K

Event2026-03-31

Filed2026-05-11

IBHG

ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF

145.65%

Shares26.3K

Event2026-03-31

Filed2026-05-11

ORCL

ORACLE CORP COM

-57.15%

Shares4.0K

Event2026-03-31

Filed2026-05-11

SBUX

STARBUCKS CORP COM

-8.95%

Shares6.2K

Event2026-03-31

Filed2026-05-11

COST

COSTCO WHOLESALE CORPORATION COM

8.83%

Shares530

Event2026-03-31

Filed2026-05-11

TSLA

TESLA INC COM

1.66%

Shares1.4K

Event2026-03-31

Filed2026-05-11

IBHH

ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF

252.95%

Shares21.3K

Event2026-03-31

Filed2026-05-11

SPGP

INVESCO S&P 500 GARP ETF

-6.02%

Shares4.3K

Event2026-03-31

Filed2026-05-11

SHV

ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF

-1.06%

Shares4.2K

Event2026-03-31

Filed2026-05-11

VANGUARD S&P 500 ETF

15.08%

Shares748

Event2026-03-31

Filed2026-05-11

PNR

PENTAIR PLC SHS

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-11

IBHI

ISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETF

564.90%

Shares18.2K

Event2026-03-31

Filed2026-05-11

OEF

ISHARES S&P 100 ETF

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-11

IBTH

ISHARES IBONDS DEC 2027 TERM TREASURY ETF

21.68%

Shares16.2K

Event2026-03-31

Filed2026-05-11

WSM

WILLIAMS SONOMA INC COM

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-11

IBTI

ISHARES IBONDS DEC 2028 TERM TREASURY ETF

24.04%

Shares15.0K

Event2026-03-31

Filed2026-05-11

DIA

STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

0.00%

Shares715

Event2026-03-31

Filed2026-05-11

CLFD

CLEARFIELD INC COM

0.00%

Shares12.4K

Event2026-03-31

Filed2026-05-11

MCD

MCDONALDS CORP COM

2.44%

Shares1.0K

Event2026-03-31

Filed2026-05-11

CRM

SALESFORCE INC COM

4.17%

Shares1.6K

Event2026-03-31

Filed2026-05-11

UMBF

UMB FINL CORP COM

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-11

SAP

SAP SE SPON ADR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-11

ITGR

INTEGER HLDGS CORP COM

0.78%

Shares3.2K

Event2026-03-31

Filed2026-05-11

MEDTRONIC PLC SHS

-1.03%

Shares3.3K

Event2026-03-31

Filed2026-05-11

GKOS

GLAUKOS CORP COM

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-11

HOME DEPOT INC COM

-5.54%

Shares801

Event2026-03-31

Filed2026-05-11

DIS

DISNEY WALT CO COM

1.74%

Shares2.4K

Event2026-03-31

Filed2026-05-11

IJR

ISHARES CORE S&P SMALL CAP ETF

2.35%

Shares1.7K

Event2026-03-31

Filed2026-05-11

MMM

3M CO COM

-1.00%

Shares1.5K

Event2026-03-31

Filed2026-05-11

FNDX

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

0.00%

Shares7.6K

Event2026-03-31

Filed2026-05-11

XEL

XCEL ENERGY INC COM

0.23%

Shares2.6K

Event2026-03-31

Filed2026-05-11

MASTERCARD INCORPORATED CL A

-1.24%

Shares397

Event2026-03-31

Filed2026-05-11

VUG

VANGUARD GROWTH ETF

1.14%

Shares444

Event2026-03-31

Filed2026-05-11

PFE

PFIZER INC COM

4.89%

Shares6.8K

Event2026-03-31

Filed2026-05-11

USB

US BANCORP COM NEW

-19.34%

Shares3.5K

Event2026-03-31

Filed2026-05-11

AMGN

AMGEN INC COM

2.17%

Shares519

Event2026-03-31

Filed2026-05-11

AON PLC SHS CL A

2.95%

Shares559

Event2026-03-31

Filed2026-05-11

IWM

ISHARES RUSSELL 2000 ETF

0.00%

Shares727

Event2026-03-31

Filed2026-05-11

HON

HONEYWELL INTL INC COM

3.35%

Shares772

Event2026-03-31

Filed2026-05-11

LOW

LOWES COS INC COM

0.27%

Shares731

Event2026-03-31

Filed2026-05-11

BBY

BEST BUY INC COM

-0.07%

Shares2.7K

Event2026-03-31

Filed2026-05-11

IBM

INTERNATIONAL BUSINESS MACHS COM

-9.43%

Shares701

Event2026-03-31

Filed2026-05-11

VISA INC COM CL A

8.45%

Shares539

Event2026-03-31

Filed2026-05-11

WASTE MGMT INC DEL COM

2.77%

Shares668

Event2026-03-31

Filed2026-05-11

AMAT

APPLIED MATLS INC COM

6.15%

Shares449

Event2026-03-31

Filed2026-05-11

XLU

STATE STREET UTILITIES SELECT SECTOR SPDR ETF

-0.90%

Shares3.3K

Event2026-03-31

Filed2026-05-11

IGV

ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-11

GOLDMAN SACHS GROUP INC COM

7.32%

Shares176

Event2026-03-31

Filed2026-05-11

NVS

NOVARTIS AG SPONSORED ADR

0.00%

Shares974

Event2026-03-31

Filed2026-05-11

CAT

CATERPILLAR INC COM

5.03%

Shares209

Event2026-03-31

Filed2026-05-11

FFIV

F5 INC COM

0.00%

Shares504

Event2026-03-31

Filed2026-05-11

IWS

ISHARES RUSSELL MID-CAP VALUE ETF

0.00%

Shares992

Event2026-03-31

Filed2026-05-11

PROCTER & GAMBLE CO COM

4.65%

Shares991

Event2026-03-31

Filed2026-05-11

IOO

ISHARES GLOBAL 100 ETF

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-11

TGT

TARGET CORP COM

1.73%

Shares1.1K

Event2026-03-31

Filed2026-05-11

IWR

ISHARES RUSSELL MIDCAP ETF

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-11

PYPL

PAYPAL HLDGS INC COM

-0.74%

Shares2.8K

Event2026-03-31

Filed2026-05-11

NKE

NIKE INC CL B

-55.05%

Shares2.4K

Event2026-03-31

Filed2026-05-11

IBTJ

ISHARES IBONDS DEC 2029 TERM TREASURY ETF

105.88%

Shares5.7K

Event2026-03-31

Filed2026-05-11

GIS

GENERAL MILLS INC COM

-0.28%

Shares3.2K

Event2026-03-31

Filed2026-05-11

ADI

ANALOG DEVICES INC COM

10.91%

Shares376

Event2026-03-31

Filed2026-05-11

MCK

MCKESSON CORP COM

0.73%

Shares138

Event2026-03-31

Filed2026-05-11

IWF

ISHARES RUSSELL 1000 GROWTH ETF

0.00%

Shares275

Event2026-03-31

Filed2026-05-11

TJX

TJX COS INC NEW COM

8.72%

Shares723

Event2026-03-31

Filed2026-05-11

IJJ

ISHARES S&P MID-CAP 400 VALUE ETF

0.00%

Shares851

Event2026-03-31

Filed2026-05-11

SCHO

SCHWAB SHORT-TERM US TREASURY ETF

3.44%

Shares4.5K

Event2026-03-31

Filed2026-05-11

AXP

AMERICAN EXPRESS CO COM

-4.71%

Shares364

Event2026-03-31

Filed2026-05-11

DAL

DELTA AIR LINES INC COM NEW

1.30%

Shares1.6K

Event2026-03-31

Filed2026-05-11

TXN

TEXAS INSTRS INC COM

20.93%

Shares549

Event2026-03-31

Filed2026-05-11

GLW

CORNING INC COM

2.95%

Shares767

Event2026-03-31

Filed2026-05-11

URI

UNITED RENTALS INC COM

3.62%

Shares143

Event2026-03-31

Filed2026-05-11

IBDV

ISHARES IBONDS DEC 2030 TERM CORPORATE ETF

319.47%

Shares4.7K

Event2026-03-31

Filed2026-05-11

BMY

BRISTOL-MYERS SQUIBB CO COM

5.60%

Shares1.6K

Event2026-03-31

Filed2026-05-11

ALPS O'SHARES U.S. QUALITY DIVIDEND ETF

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-11

EFV

ISHARES MSCI EAFE VALUE ETF

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-11

MCHP

MICROCHIP TECHNOLOGY INC. COM

-0.86%

Shares1.5K

Event2026-03-31

Filed2026-05-11

INTC

INTEL CORP COM

8.90%

Shares2.2K

Event2026-03-31

Filed2026-05-11

VFMO

VANGUARD U.S. MOMENTUM FACTOR ETF

0.00%

Shares477

Event2026-03-31

Filed2026-05-11

FTEC

FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF

0.00%

Shares450

Event2026-03-31

Filed2026-05-11

IGSB

ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-11

FNDF

SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-11

DVY

ISHARES SELECT DIVIDEND ETF

0.00%

Shares579

Event2026-03-31

Filed2026-05-11

IMTM

ISHARES MSCI INTL MOMENTUM FACTOR ETF

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-11

NVT

NVENT ELEC PLC SHS

0.00%

Shares720

Event2026-03-31

Filed2026-05-11

SCHX

SCHWAB U.S. LARGE-CAP ETF

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-11

BLACKSTONE INC COM

15.91%

Shares736

Event2026-03-31

Filed2026-05-11

BLACKROCK INC COM

-4.35%

Shares88

Event2026-03-31

Filed2026-05-11

ACCENTURE PLC IRELAND SHS CLASS A

-2.29%

Shares426

Event2026-03-31

Filed2026-05-11

VWO

VANGUARD FTSE EMERGING MARKETS ETF

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-11

COWZ

PACER US CASH COWS 100 ETF

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-11

DLR

DIGITAL RLTY TR INC COM

-21.54%

Shares437

Event2026-03-31

Filed2026-05-11

JPIE

JPMORGAN INCOME ETF

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-11

XBI

STATE STREET SPDR S&P BIOTECH ETF

0.00%

Shares595

Event2026-03-31

Filed2026-05-11

TDW

TIDEWATER INC NEW COM

0.00%

Shares900

Event2026-03-31

Filed2026-05-11

PGR

PROGRESSIVE CORP COM

3.87%

Shares376

Event2026-03-31

Filed2026-05-11

WFC

WELLS FARGO & CO COM

-9.60%

Shares923

Event2026-03-31

Filed2026-05-11

HSY

HERSHEY CO COM

0.57%

Shares353

Event2026-03-31

Filed2026-05-11

NOC

NORTHROP GRUMMAN CORP COM

2.88%

Shares107

Event2026-03-31

Filed2026-05-11

GARP

ISHARES MSCI USA QUALITY GARP ETF

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-11

AMP

AMERIPRISE FINL INC COM

4.52%

Shares162

Event2026-03-31

Filed2026-05-11

IEFA

ISHARES CORE MSCI EAFE ETF

New

Shares791

Event2026-03-31

Filed2026-05-11

WMB

WILLIAMS COS INC COM

117.48%

Shares983

Event2026-03-31

Filed2026-05-11

SCZ

ISHARES MSCI EAFE SMALL-CAP ETF

0.00%

Shares901

Event2026-03-31

Filed2026-05-11

AMD

ADVANCED MICRO DEVICES INC COM

-1.70%

Shares347

Event2026-03-31

Filed2026-05-11

TSM

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

0.00%

Shares198

Event2026-03-31

Filed2026-05-11

BOEING CO COM

11.71%

Shares334

Event2026-03-31

Filed2026-05-11

CMI

CUMMINS INC COM

1.67%

Shares122

Event2026-03-31

Filed2026-05-11

BAC

BANK OF AMER CORP COM

0.15%

Shares1.3K

Event2026-03-31

Filed2026-05-11

PEP

PEPSICO INC COM

5.17%

Shares407

Event2026-03-31

Filed2026-05-11

DEERE & CO COM

7.77%

Shares111

Event2026-03-31

Filed2026-05-11

OTTR

OTTER TAIL CORP COM

0.00%

Shares677

Event2026-03-31

Filed2026-05-11

COCA COLA CO COM

-10.35%

Shares736

Event2026-03-31

Filed2026-05-11

ADBE

ADOBE INC COM

4.19%

Shares224

Event2026-03-31

Filed2026-05-11

BUNGE GLOBAL SA COM SHS

0.00%

Shares416

Event2026-03-31

Filed2026-05-11

DHR

DANAHER CORP DEL COM

-8.22%

Shares268

Event2026-03-31

Filed2026-05-11

KVUE

KENVUE INC COM

1.45%

Shares2.9K

Event2026-03-31

Filed2026-05-11

IBHJ

ISHARES IBONDS 2030 TERM HIGH YIELD AND INCOME ETF

99.68%

Shares1.9K

Event2026-03-31

Filed2026-05-11

KROGER CO COM

3.53%

Shares674

Event2026-03-31

Filed2026-05-11

SGU

STAR GROUP LP UNIT LTD PARTNR

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-11

ASTRAZENECA PLC ORD

New

Shares239

Event2026-03-31

Filed2026-05-11

PNC

PNC FINL SVCS GROUP INC COM

13.20%

Shares223

Event2026-03-31

Filed2026-05-11

IJK

ISHARES S&P MID-CAP 400 GROWTH ETF

0.00%

Shares452

Event2026-03-31

Filed2026-05-11

SYK

STRYKER CORPORATION COM

3.76%

Shares138

Event2026-03-31

Filed2026-05-11

MERCK & CO INC COM

27.21%

Shares374

Event2026-03-31

Filed2026-05-11

SOUTHERN CO COM

18.07%

Shares464

Event2026-03-31

Filed2026-05-11

FHEQ

FIDELITY HEDGED EQUITY ETF

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-11

LINDE PLC SHS

20.55%

Shares88

Event2026-03-31

Filed2026-05-11

MTZ

MASTEC INC COM

0.00%

Shares135

Event2026-03-31

Filed2026-05-11

IBB

ISHARES BIOTECHNOLOGY ETF

7.08%

Shares257

Event2026-03-31

Filed2026-05-11

CMCSA

COMCAST CORP NEW CL A

25.11%

Shares1.5K

Event2026-03-31

Filed2026-05-11

VRTX

VERTEX PHARMACEUTICALS INC COM

9.41%

Shares93

Event2026-03-31

Filed2026-05-11

CMCO

COLUMBUS MCKINNON CORP N Y COM

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-11

AEP

AMERICAN ELEC PWR CO INC COM

6.12%

Shares312

Event2026-03-31

Filed2026-05-11

LHX

L3HARRIS TECHNOLOGIES INC COM

8.26%

Shares118

Event2026-03-31

Filed2026-05-11

ITOT

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

0.00%

Shares283

Event2026-03-31

Filed2026-05-11

HELO

JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF

0.00%

Shares622

Event2026-03-31

Filed2026-05-11

GEV

GE VERNOVA INC COM

55.17%

Shares45

Event2026-03-31

Filed2026-05-11

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

New

Shares551

Event2026-03-31

Filed2026-05-11

NEE

NEXTERA ENERGY INC COM

8.70%

Shares400

Event2026-03-31

Filed2026-05-11

CCEP

COCA-COLA EUROPACIFIC PARTNERS SHS

0.00%

Shares406

Event2026-03-31

Filed2026-05-11

LAM RESEARCH CORP COM NEW

22.86%

Shares172

Event2026-03-31

Filed2026-05-11

PLD

PROLOGIS INC. COM

10.44%

Shares275

Event2026-03-31

Filed2026-05-11

KMB

KIMBERLY-CLARK CORP COM

7.14%

Shares375

Event2026-03-31

Filed2026-05-11

ISRG

INTUITIVE SURGICAL INC COM NEW

13.04%

Shares78

Event2026-03-31

Filed2026-05-11

MICRON TECHNOLOGY INC COM

19.77%

Shares103

Event2026-03-31

Filed2026-05-11

XSMO

INVESCO S&P SMALLCAP MOMENTUM ETF

0.00%

Shares456

Event2026-03-31

Filed2026-05-11

FNDA

SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-11

CITIGROUP INC COM NEW

12.59%

Shares304

Event2026-03-31

Filed2026-05-11

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-11

SDVY

FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF

0.00%

Shares830

Event2026-03-31

Filed2026-05-11

PANW

PALO ALTO NETWORKS INC COM

16.00%

Shares203

Event2026-03-31

Filed2026-05-11

DEO

DIAGEO PLC SPON ADR NEW

0.00%

Shares437

Event2026-03-31

Filed2026-05-11

MORGAN STANLEY COM NEW

3.74%

Shares194

Event2026-03-31

Filed2026-05-11

GENERAL MTRS CO COM

6.47%

Shares428

Event2026-03-31

Filed2026-05-11

JEF

JEFFERIES FINANCIAL GROUP INC COM

0.00%

Shares770

Event2026-03-31

Filed2026-05-11

CEG

CONSTELLATION ENERGY CORP COM

-0.89%

Shares111

Event2026-03-31

Filed2026-05-11

PATK

PATRICK INDS INC COM

0.00%

Shares278

Event2026-03-31

Filed2026-05-11

VCIT

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

New

Shares372

Event2026-03-31

Filed2026-05-11

VGLT

VANGUARD LONG-TERM TREASURY ETF

0.00%

Shares555

Event2026-03-31

Filed2026-05-11

IBTK

ISHARES IBONDS DEC 2030 TERM TREASURY ETF

New

Shares1.5K

Event2026-03-31

Filed2026-05-11

POST

POST HLDGS INC COM

-11.83%

Shares298

Event2026-03-31

Filed2026-05-11

CTSH

COGNIZANT TECHNOLOGY SOLUTIONS CL A

-1.84%

Shares480

Event2026-03-31

Filed2026-05-11

MDLZ

MONDELEZ INTL INC CL A

10.13%

Shares500

Event2026-03-31

Filed2026-05-11

ABT

ABBOTT LABORATORIES COM

4.14%

Shares277

Event2026-03-31

Filed2026-05-11

DEFINIUM THERAPEUTICS INC COM SHS

New

Shares1.5K

Event2026-03-31

Filed2026-05-11

NOW

SERVICENOW INC COM

23.85%

Shares270

Event2026-03-31

Filed2026-05-11

WELL

WELLTOWER INC COM

5.22%

Shares141

Event2026-03-31

Filed2026-05-11

INTU

INTUIT COM

20.75%

Shares64

Event2026-03-31

Filed2026-05-11

COP

CONOCOPHILLIPS COM

60.94%

Shares206

Event2026-03-31

Filed2026-05-11

ADP

AUTOMATIC DATA PROCESSING INC COM

23.36%

Shares132

Event2026-03-31

Filed2026-05-11

VERIZON COMMUNICATIONS INC COM

25.18%

Shares527

Event2026-03-31

Filed2026-05-11

APG

API GROUP CORP COM STK

0.00%

Shares628

Event2026-03-31

Filed2026-05-11

VGM

INVESCO TR INVT GRADE MUNS COM

-1.26%

Shares2.6K

Event2026-03-31

Filed2026-05-11

LNT

ALLIANT ENERGY CORP COM

0.00%

Shares352

Event2026-03-31

Filed2026-05-11

LEA

LEAR CORP COM NEW

-0.95%

Shares208

Event2026-03-31

Filed2026-05-11

BKR

BAKER HUGHES COMPANY CL A

99.51%

Shares409

Event2026-03-31

Filed2026-05-11

EFX

EQUIFAX INC COM

-5.52%

Shares137

Event2026-03-31

Filed2026-05-11

KMI

KINDER MORGAN INC DEL COM

-16.38%

Shares730

Event2026-03-31

Filed2026-05-11

CDNS

CADENCE DESIGN SYSTEM INC COM

-39.73%

Shares88

Event2026-03-31

Filed2026-05-11

SPSC

SPS COMM INC COM

-68.41%

Shares229

Event2026-03-31

Filed2026-05-11

AMT

AMERICAN TOWER CORP COM

-8.55%

Shares139

Event2026-03-31

Filed2026-05-11

MQY

BLACKROCK MUNIYILD QULT FD INC COM

New

Shares2.2K

Event2026-03-31

Filed2026-05-11

APTIV PLC COM SHS

0.59%

Shares341

Event2026-03-31

Filed2026-05-11

SOLV

SOLVENTUM CORP COM SHS

0.00%

Shares362

Event2026-03-31

Filed2026-05-11

HYXF

ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF

-0.98%

Shares505

Event2026-03-31

Filed2026-05-11

ENERGY TRANSFER L P COM UT LTD PTN

-45.45%

Shares1.2K

Event2026-03-31

Filed2026-05-11

TMUS

T-MOBILE US INC COM

0.94%

Shares107

Event2026-03-31

Filed2026-05-11

SONY

SONY GROUP CORP SPONSORED ADR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-11

HBAN

HUNTINGTON BANCSHARES INC COM

25.46%

Shares1.4K

Event2026-03-31

Filed2026-05-11

KLAC

KLA CORP COM NEW

25.00%

Shares15

Event2026-03-31

Filed2026-05-11

SRE

SEMPRA COM

-13.33%

Shares221

Event2026-03-31

Filed2026-05-11

IDEV

ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF

0.00%

Shares255

Event2026-03-31

Filed2026-05-11

TALO

TALOS ENERGY INC COM

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-11

DUKE ENERGY CORP NEW COM NEW

16.67%

Shares161

Event2026-03-31

Filed2026-05-11

ADSK

AUTODESK INC COM

27.54%

Shares88

Event2026-03-31

Filed2026-05-11

EQIX

EQUINIX INC COM

61.54%

Shares21

Event2026-03-31

Filed2026-05-11

CARLYLE GROUP INC COM

35.39%

Shares417

Event2026-03-31

Filed2026-05-11

SNDA

SONIDA SENIOR LIVING INC COM

New

Shares625

Event2026-03-31

Filed2026-05-11

ARCC

ARES CAPITAL CORP COM

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-11

EATON CORP PLC SHS

48.65%

Shares55

Event2026-03-31

Filed2026-05-11

SPGI

S&P GLOBAL INC COM

4.55%

Shares46

Event2026-03-31

Filed2026-05-11

AT&T INC COM

27.00%

Shares668

Event2026-03-31

Filed2026-05-11

BIIB

BIOGEN INC COM

9.38%

Shares105

Event2026-03-31

Filed2026-05-11

FDX

FEDEX CORP COM

25.58%

Shares54

Event2026-03-31

Filed2026-05-11

QCOM

QUALCOMM INC COM

75.29%

Shares149

Event2026-03-31

Filed2026-05-11

APD

AIR PRODUCTS AND CHEMICALS INC COM

8.20%

Shares66

Event2026-03-31

Filed2026-05-11

COF

CAPITAL ONE FINL CORP COM

-32.26%

Shares105

Event2026-03-31

Filed2026-05-11

CONSOLIDATED EDISON INC COM

0.60%

Shares169

Event2026-03-31

Filed2026-05-11

TFC

TRUIST FINL CORP COM

1.47%

Shares415

Event2026-03-31

Filed2026-05-11

PSX

PHILLIPS 66 COM

-14.05%

Shares104

Event2026-03-31

Filed2026-05-11

MMC

MARSH & MCLENNAN COS INC COM

1.87%

Shares109

Event2026-03-31

Filed2026-05-11

CME

CME GROUP INC COM

16.36%

Shares64

Event2026-03-31

Filed2026-05-11

SPG

SIMON PPTY GROUP INC NEW COM

13.48%

Shares101

Event2026-03-31

Filed2026-05-11

TSN

TYSON FOODS INC CL A

0.00%

Shares293

Event2026-03-31

Filed2026-05-11

BANK NEW YORK MELLON CORP COM

23.81%

Shares156

Event2026-03-31

Filed2026-05-11

FLS

FLOWSERVE CORP COM

0.00%

Shares246

Event2026-03-31

Filed2026-05-11

PPG

PPG INDS INC COM

21.74%

Shares168

Event2026-03-31

Filed2026-05-11

MARVELL TECHNOLOGY INC COM

74.51%

Shares178

Event2026-03-31

Filed2026-05-11

ROST

ROSS STORES INC COM

31.15%

Shares80

Event2026-03-31

Filed2026-05-11

AJG

GALLAGHER ARTHUR J & CO COM

5.26%

Shares80

Event2026-03-31

Filed2026-05-11

STM

STMICROELECTRONICS N V NY REGISTRY

0.00%

Shares500

Event2026-03-31

Filed2026-05-11

CHUBB LTD SWITZ COM

6.00%

Shares53

Event2026-03-31

Filed2026-05-11

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares327

Event2026-03-31

Filed2026-05-11

CSX

CSX CORP COM

16.10%

Shares411

Event2026-03-31

Filed2026-05-11

TMO

THERMO FISHER SCIENTIFIC INC COM

-26.09%

Shares34

Event2026-03-31

Filed2026-05-11

FIX

COMFORT SYS USA INC COM

0.00%

Shares12

Event2026-03-31

Filed2026-05-11

REGN

REGENERON PHARMACEUTICALS COM

10.53%

Shares21

Event2026-03-31

Filed2026-05-11

SCHW

SCHWAB CHARLES CORP COM

24.64%

Shares172

Event2026-03-31

Filed2026-05-11

CROWN CASTLE INC COM

-9.00%

Shares192

Event2026-03-31

Filed2026-05-11

VLO

VALERO ENERGY CORP COM

320.00%

Shares63

Event2026-03-31

Filed2026-05-11

SHEL

SHELL PLC SPON ADS

0.00%

Shares166

Event2026-03-31

Filed2026-05-11

FISERV INC COM

-17.61%

Shares276

Event2026-03-31

Filed2026-05-11

AWK

AMERICAN WTR WKS CO INC NEW COM

-15.04%

Shares113

Event2026-03-31

Filed2026-05-11

SMH

VANECK SEMICONDUCTOR ETF

New

Shares40

Event2026-03-31

Filed2026-05-11

TAP

MOLSON COORS BEVERAGE CO CL B

-46.66%

Shares351

Event2026-03-31

Filed2026-05-11

ICE

INTERCONTINENTAL EXCHANGE INC COM

17.07%

Shares96

Event2026-03-31

Filed2026-05-11

XLY

STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF

New

Shares136

Event2026-03-31

Filed2026-05-11

GE AEROSPACE COM NEW

116.67%

Shares52

Event2026-03-31

Filed2026-05-11

SNDK

SANDISK CORP COM

-62.30%

Shares23

Event2026-03-31

Filed2026-05-11

VCSH

VANGUARD SHORT-TERM CORPORATE BOND ETF

New

Shares184

Event2026-03-31

Filed2026-05-11

SOLSTICE ADVANCED MATLS INC COM SHS

0.00%

Shares190

Event2026-03-31

Filed2026-05-11

MCHPP

MICROCHIP TECHNOLOGY INC. DEP SHS REPSTG

0.00%

Shares250

Event2026-03-31

Filed2026-05-11

HCA

HCA HEALTHCARE INC COM

57.89%

Shares30

Event2026-03-31

Filed2026-05-11

FITB

FIFTH THIRD BANCORP COM

129.55%

Shares303

Event2026-03-31

Filed2026-05-11

MET

METLIFE INC COM

8.20%

Shares198

Event2026-03-31

Filed2026-05-11

RGLD

ROYAL GOLD INC COM

0.00%

Shares55

Event2026-03-31

Filed2026-05-11

VNQ

VANGUARD REAL ESTATE ETF

-9.25%

Shares157

Event2026-03-31

Filed2026-05-11

SCHD

SCHWAB US DIVIDEND EQUITY ETF

0.00%

Shares450

Event2026-03-31

Filed2026-05-11

HAL

HALLIBURTON CO COM

106.47%

Shares351

Event2026-03-31

Filed2026-05-11

CARR

CARRIER GLOBAL CORPORATION COM

45.51%

Shares243

Event2026-03-31

Filed2026-05-11

CANADIAN IMPERIAL BANK OF COMM COM

0.00%

Shares144

Event2026-03-31

Filed2026-05-11

KRC

KILROY REALTY CORP COM

919.15%

Shares479

Event2026-03-31

Filed2026-05-11

TOST

TOAST INC CL A

0.00%

Shares490

Event2026-03-31

Filed2026-05-11

VGIT

VANGUARD INTERMEDIATE-TERM TREASURY ETF

593.55%

Shares215

Event2026-03-31

Filed2026-05-11

LITE

LUMENTUM HLDGS INC COM

0.00%

Shares18

Event2026-03-31

Filed2026-05-11

BP PLC SPONSORED ADR

0.00%

Shares268

Event2026-03-31

Filed2026-05-11

ADM

ARCHER DANIELS MIDLAND CO COM

13.07%

Shares173

Event2026-03-31

Filed2026-05-11

STZ

CONSTELLATION BRANDS INC CL A

16.90%

Shares83

Event2026-03-31

Filed2026-05-11

ZTS

ZOETIS INC CL A

64.06%

Shares105

Event2026-03-31

Filed2026-05-11

PHILIP MORRIS INTL INC COM

36.36%

Shares75

Event2026-03-31

Filed2026-05-11

BABA

ALIBABA GROUP HLDG LTD SPONSORED ADS

0.00%

Shares98

Event2026-03-31

Filed2026-05-11

AIR LEASE CORP CL A

0.00%

Shares187

Event2026-03-31

Filed2026-05-11

PWR

QUANTA SVCS INC COM

4.76%

Shares22

Event2026-03-31

Filed2026-05-11

CTVA

CORTEVA INC COM

195.83%

Shares142

Event2026-03-31

Filed2026-05-11

ABNB

AIRBNB INC COM CL A

49.21%

Shares94

Event2026-03-31

Filed2026-05-11

XYL

XYLEM INC COM

22.22%

Shares99

Event2026-03-31

Filed2026-05-11

KEY

KEYCORP COM

0.00%

Shares587

Event2026-03-31

Filed2026-05-11

FORD MTR CO COM

-2.12%

Shares1.0K

Event2026-03-31

Filed2026-05-11

FAST

FASTENAL CO COM

56.17%

Shares253

Event2026-03-31

Filed2026-05-11

KKR & CO INC COM

53.66%

Shares126

Event2026-03-31

Filed2026-05-11

PCAR

PACCAR INC COM

17.65%

Shares100

Event2026-03-31

Filed2026-05-11

SNPS

SYNOPSYS INC COM

-30.95%

Shares29

Event2026-03-31

Filed2026-05-11

CHKP

CHECK POINT SOFTWARE TECH LTD ORD

0.00%

Shares80

Event2026-03-31

Filed2026-05-11

LNG

CHENIERE ENERGY INC COM NEW

60.00%

Shares40

Event2026-03-31

Filed2026-05-11

DINO

HF SINCLAIR CORP COM

15.38%

Shares180

Event2026-03-31

Filed2026-05-11

ALL

ALLSTATE CORP COM

50.00%

Shares54

Event2026-03-31

Filed2026-05-11

ROYAL BK CDA COM

0.00%

Shares69

Event2026-03-31

Filed2026-05-11

LEVI

LEVI STRAUSS & CO NEW CL A COM STK

0.00%

Shares600

Event2026-03-31

Filed2026-05-11

AXON

AXON ENTERPRISE INC COM

2500.00%

Shares26

Event2026-03-31

Filed2026-05-11

CIEN

CIENA CORP COM NEW

-36.36%

Shares28

Event2026-03-31

Filed2026-05-11

PSA

PUBLIC STORAGE OPER CO COM

14.29%

Shares40

Event2026-03-31

Filed2026-05-11

AIG

AMERICAN INTL GROUP INC COM NEW

15.45%

Shares142

Event2026-03-31

Filed2026-05-11

AEIS

ADVANCED ENERGY INDS COM

-5.71%

Shares33

Event2026-03-31

Filed2026-05-11

CRS

CARPENTER TECHNOLOGY CORP COM

3.85%

Shares27

Event2026-03-31

Filed2026-05-11

DOV

DOVER CORP COM

24.39%

Shares51

Event2026-03-31

Filed2026-05-11

SHW

SHERWIN WILLIAMS CO COM

10.00%

Shares33

Event2026-03-31

Filed2026-05-11

ASML

ASML HLDG NV N Y REGISTRY SHS

New

Shares8

Event2026-03-31

Filed2026-05-11

VRT

VERTIV HOLDINGS CO COM CL A

200.00%

Shares42

Event2026-03-31

Filed2026-05-11

CRCL

CIRCLE INTERNET GROUP INC COM CL A

New

Shares110

Event2026-03-31

Filed2026-05-11

NXPI

NXP SEMICONDUCTORS N V COM

1.92%

Shares53

Event2026-03-31

Filed2026-05-11

EME

EMCOR GROUP INC COM

7.69%

Shares14

Event2026-03-31

Filed2026-05-11

COIN

COINBASE GLOBAL INC COM CL A

126.92%

Shares59

Event2026-03-31

Filed2026-05-11

DEFIANCE DRONE AND MODERN WARFARE ETF

New

Shares400

Event2026-03-31

Filed2026-05-11

JCI

JOHNSON CTLS INTL PLC SHS

50.00%

Shares78

Event2026-03-31

Filed2026-05-11

SHY

ISHARES 1-3 YEAR TREASURY BOND ETF

0.00%

Shares123

Event2026-03-31

Filed2026-05-11

USFD

US FOODS HLDG CORP COM

0.00%

Shares110

Event2026-03-31

Filed2026-05-11

COLGATE PALMOLIVE CO COM

77.61%

Shares119

Event2026-03-31

Filed2026-05-11

DEI

DOUGLAS EMMETT INC COM

655.63%

Shares1.1K

Event2026-03-31

Filed2026-05-11

VTR

VENTAS INC COM

12.84%

Shares123

Event2026-03-31

Filed2026-05-11

IWD

ISHARES RUSSELL 1000 VALUE ETF

0.00%

Shares47

Event2026-03-31

Filed2026-05-11

BINC

ISHARES FLEXIBLE INCOME ACTIVE ETF

0.00%

Shares193

Event2026-03-31

Filed2026-05-11

SYY

SYSCO CORP COM

32.08%

Shares140

Event2026-03-31

Filed2026-05-11

SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

0.00%

Shares99

Event2026-03-31

Filed2026-05-11

APP

APPLOVIN CORP COM CL A

8.70%

Shares25

Event2026-03-31

Filed2026-05-11

TTWO

TAKE-TWO INTERACTIVE SOFTWARE COM

28.21%

Shares50

Event2026-03-31

Filed2026-05-11

ITA

ISHARES U.S. AEROSPACE & DEFENSE ETF

0.00%

Shares45

Event2026-03-31

Filed2026-05-11

WBD

WARNER BROS DISCOVERY INC COM SER A

161.03%

Shares355

Event2026-03-31

Filed2026-05-11

CTAS

CINTAS CORP COM

5.56%

Shares57

Event2026-03-31

Filed2026-05-11

EEM

ISHARES MSCI EMERGING MARKETS ETF

0.00%

Shares168

Event2026-03-31

Filed2026-05-11

NDAQ

NASDAQ INC COM

31.76%

Shares112

Event2026-03-31

Filed2026-05-11

WDC

WESTERN DIGITAL CORP COM

105.88%

Shares35

Event2026-03-31

Filed2026-05-11

HUBBELL INC COM

18.75%

Shares19

Event2026-03-31

Filed2026-05-11

CNI

CANADIAN NATL RY CO COM

0.00%

Shares90

Event2026-03-31

Filed2026-05-11

SJNK

STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF

0.00%

Shares365

Event2026-03-31

Filed2026-05-11

MSI

MOTOROLA SOLUTIONS INC COM NEW

50.00%

Shares21

Event2026-03-31

Filed2026-05-11

LOEWS CORP COM

0.00%

Shares85

Event2026-03-31

Filed2026-05-11

GILD

GILEAD SCIENCES INC COM

30.00%

Shares65

Event2026-03-31

Filed2026-05-11

EMR

EMERSON ELEC CO COM

-1.43%

Shares69

Event2026-03-31

Filed2026-05-11

FLEX

FLEXTRONICS INTL LTD ORD

2.22%

Shares138

Event2026-03-31

Filed2026-05-11

PARKER-HANNIFIN CORP COM

42.86%

Shares10

Event2026-03-31

Filed2026-05-11

USIG

ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF

0.00%

Shares174

Event2026-03-31

Filed2026-05-11

ZBH

ZIMMER BIOMET HOLDINGS INC COM

0.00%

Shares98

Event2026-03-31

Filed2026-05-11

STT

STATE STR CORP COM

-1.41%

Shares70

Event2026-03-31

Filed2026-05-11

BWA

BORGWARNER INC COM

0.00%

Shares163

Event2026-03-31

Filed2026-05-11

ALTRIA GROUP INC COM

57.65%

Shares134

Event2026-03-31

Filed2026-05-11

PHM

PULTE GROUP INC COM

11.94%

Shares75

Event2026-03-31

Filed2026-05-11

EXC

EXELON CORP COM

9.82%

Shares179

Event2026-03-31

Filed2026-05-11

AER

AERCAP HOLDINGS NV SHS

0.00%

Shares63

Event2026-03-31

Filed2026-05-11

ARISTA NETWORKS INC COM SHS

32.08%

Shares70

Event2026-03-31

Filed2026-05-11

EXR

EXTRA SPACE STORAGE INC COM

22.64%

Shares65

Event2026-03-31

Filed2026-05-11

MAR

MARRIOTT INTL INC NEW CL A

44.44%

Shares26

Event2026-03-31

Filed2026-05-11

EWJ

ISHARES MSCI JAPAN ETF

New

Shares100

Event2026-03-31

Filed2026-05-11

RELY

REMITLY GLOBAL INC COM

0.00%

Shares537

Event2026-03-31

Filed2026-05-11

ITW

ILLINOIS TOOL WKS INC COM

100.00%

Shares32

Event2026-03-31

Filed2026-05-11

NSC

NORFOLK SOUTHN CORP COM

190.00%

Shares29

Event2026-03-31

Filed2026-05-11

REX

REX AMERICAN RES CORP COM

0.00%

Shares182

Event2026-03-31

Filed2026-05-11

IWP

ISHARES RUSSELL MID-CAP GROWTH ETF

0.00%

Shares64

Event2026-03-31

Filed2026-05-11

ENB

ENBRIDGE INC COM

0.00%

Shares151

Event2026-03-31

Filed2026-05-11

VIS

VANGUARD INDUSTRIALS ETF

New

Shares26

Event2026-03-31

Filed2026-05-11

MGEE

MGE ENERGY INC COM

0.00%

Shares101

Event2026-03-31

Filed2026-05-11

CYTK

CYTOKINETICS INC COM NEW

0.00%

Shares118

Event2026-03-31

Filed2026-05-11

RCL

ROYAL CARIBBEAN GROUP COM

40.00%

Shares28

Event2026-03-31

Filed2026-05-11

UAL

UNITED AIRLS HLDGS INC COM

13.70%

Shares83

Event2026-03-31

Filed2026-05-11

JACOBS SOLUTIONS INC COM

0.00%

Shares60

Event2026-03-31

Filed2026-05-11

IRM

IRON MTN INC DEL COM

48.00%

Shares74

Event2026-03-31

Filed2026-05-11

MNST

MONSTER BEVERAGE CORP NEW COM

28.40%

Shares104

Event2026-03-31

Filed2026-05-11

ING

ING GROEP N.V. SPONSORED ADR

0.00%

Shares287

Event2026-03-31

Filed2026-05-11

CLH

CLEAN HARBORS INC COM

0.00%

Shares26

Event2026-03-31

Filed2026-05-11

ROP

ROPER TECHNOLOGIES INC COM

250.00%

Shares21

Event2026-03-31

Filed2026-05-11

XYZ

BLOCK INC CL A

43.02%

Shares123

Event2026-03-31

Filed2026-05-11

SPXC

SPX TECHNOLOGIES INC COM

0.00%

Shares37

Event2026-03-31

Filed2026-05-11

PTEN

PATTERSON-UTI ENERGY INC COM

59.91%

Shares678

Event2026-03-31

Filed2026-05-11

RELIANCE INC COM

0.00%

Shares24

Event2026-03-31

Filed2026-05-11

NET

CLOUDFLARE INC CL A COM

775.00%

Shares35

Event2026-03-31

Filed2026-05-11

PSMT

PRICESMART INC COM

0.00%

Shares47

Event2026-03-31

Filed2026-05-11

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS

50.00%

Shares18

Event2026-03-31

Filed2026-05-11

CMG

CHIPOTLE MEXICAN GRILL INC COM

11.68%

Shares220

Event2026-03-31

Filed2026-05-11

ABCB

AMERIS BANCORP COM

0.00%

Shares90

Event2026-03-31

Filed2026-05-11

HLT

HILTON WORLDWIDE HLDGS INC COM

43.75%

Shares23

Event2026-03-31

Filed2026-05-11

NWN

NORTHWEST NAT HLDG CO COM

0.00%

Shares131

Event2026-03-31

Filed2026-05-11

UGI

UGI CORP NEW COM

0.00%

Shares190

Event2026-03-31

Filed2026-05-11

TE CONNECTIVITY PLC ORD SHS

-17.50%

Shares33

Event2026-03-31

Filed2026-05-11

PARR

PAR PAC HOLDINGS INC COM NEW

0.00%

Shares110

Event2026-03-31

Filed2026-05-11

WDAY

WORKDAY INC CL A

231.25%

Shares53

Event2026-03-31

Filed2026-05-11

OTIS

OTIS WORLDWIDE CORP COM

11.25%

Shares89

Event2026-03-31

Filed2026-05-11

BRUNSWICK CORP COM

0.00%

Shares94

Event2026-03-31

Filed2026-05-11

APH

AMPHENOL CORP CL A

-43.75%

Shares54

Event2026-03-31

Filed2026-05-11

TTD

THE TRADE DESK INC COM CL A

New

Shares300

Event2026-03-31

Filed2026-05-11

RACE

FERRARI N V COM

0.00%

Shares20

Event2026-03-31

Filed2026-05-11

IDXX

IDEXX LABS INC COM

33.33%

Shares12

Event2026-03-31

Filed2026-05-11

HELMERICH & PAYNE INC COM

0.00%

Shares186

Event2026-03-31

Filed2026-05-11

TNL

TRAVEL PLUS LEISURE CO COM

0.00%

Shares96

Event2026-03-31

Filed2026-05-11

ESI

ELEMENT SOLUTIONS INC COM

0.00%

Shares194

Event2026-03-31

Filed2026-05-11

EWBC

EAST WEST BANCORP INC COM

0.00%

Shares62

Event2026-03-31

Filed2026-05-11

UPS

UNITED PARCEL SVCS INC CL B

8.06%

Shares67

Event2026-03-31

Filed2026-05-11

MCO

MOODYS CORP COM

-31.82%

Shares15

Event2026-03-31

Filed2026-05-11

PAYX

PAYCHEX INC COM

2266.67%

Shares71

Event2026-03-31

Filed2026-05-11

STRL

STERLING INFRASTRUCTURE INC COM

0.00%

Shares16

Event2026-03-31

Filed2026-05-11

KALU

KAISER ALUMINIUM CORPORATION COM PAR $0.01

0.00%

Shares54

Event2026-03-31

Filed2026-05-11

GLDM

SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST

0.00%

Shares70

Event2026-03-31

Filed2026-05-11

MTUM

ISHARES MSCI USA MOMENTUM FACTOR ETF

New

Shares27

Event2026-03-31

Filed2026-05-11

PEG

PUBLIC SVC ENTERPRISE GROUP COM

25.00%

Shares80

Event2026-03-31

Filed2026-05-11

CBOE

CBOE GLOBAL MKTS INC COM

4.55%

Shares23

Event2026-03-31

Filed2026-05-11

MLI

MUELLER INDS INC COM

0.00%

Shares58

Event2026-03-31

Filed2026-05-11

WTFC

WINTRUST FINL CORP COM

0.00%

Shares46

Event2026-03-31

Filed2026-05-11

HUN

HUNTSMAN CORP COM

0.00%

Shares480

Event2026-03-31

Filed2026-05-11

AIT

APPLIED INDL TECHNOLOGIES INC COM

0.00%

Shares24

Event2026-03-31

Filed2026-05-11

NYT

NEW YORK TIMES CO MTN BE CL A

0.00%

Shares76

Event2026-03-31

Filed2026-05-11

ZSCALER INC COM

0.00%

Shares45

Event2026-03-31

Filed2026-05-11

WCC

WESCO INTL INC COM

0.00%

Shares23

Event2026-03-31

Filed2026-05-11

TWLO

TWILIO INC CL A

0.00%

Shares50

Event2026-03-31

Filed2026-05-11

TOL

TOLL BROTHERS INC COM

0.00%

Shares46

Event2026-03-31

Filed2026-05-11

CPRT

COPART INC COM

80.00%

Shares189

Event2026-03-31

Filed2026-05-11

NPO

ENPRO INC COM

0.00%

Shares25

Event2026-03-31

Filed2026-05-11

FABRINET SHS

0.00%

Shares12

Event2026-03-31

Filed2026-05-11

ENTG

ENTEGRIS INC COM

0.00%

Shares53

Event2026-03-31

Filed2026-05-11

FTNT

FORTINET INC COM

90.00%

Shares76

Event2026-03-31

Filed2026-05-11

VLTO

VERALTO CORP COM SHS

0.00%

Shares70

Event2026-03-31

Filed2026-05-11

NXT

NEXTPOWER INC CLASS A COM

0.00%

Shares51

Event2026-03-31

Filed2026-05-11

CMC

COMMERCIAL METALS CO COM

0.00%

Shares100

Event2026-03-31

Filed2026-05-11

DYCOM INDS INC COM

-5.26%

Shares18

Event2026-03-31

Filed2026-05-11

DGX

QUEST DIAGNOSTICS INC COM

0.00%

Shares31

Event2026-03-31

Filed2026-05-11

WBS

WEBSTER FINL CORP COM

0.00%

Shares87

Event2026-03-31

Filed2026-05-11

RELL

RICHARDSON ELECTRS LTD COM

0.00%

Shares550

Event2026-03-31

Filed2026-05-11

DDOG

DATADOG INC CL A COM

325.00%

Shares51

Event2026-03-31

Filed2026-05-11

CTRE

CARETRUST REIT INC COM

0.00%

Shares164

Event2026-03-31

Filed2026-05-11

CODI

COMPASS DIVERSIFIED SH BEN INT

New

Shares759

Event2026-03-31

Filed2026-05-11

ANNALY CAPITAL MANAGEMENT INC COM NEW

0.00%

Shares282

Event2026-03-31

Filed2026-05-11

FSS

FEDERAL SIGNAL CORP COM

0.00%

Shares55

Event2026-03-31

Filed2026-05-11

ILMN

ILLUMINA INC COM

-7.69%

Shares48

Event2026-03-31

Filed2026-05-11

AVB

AVALONBAY CMNTYS INC COM

28.57%

Shares36

Event2026-03-31

Filed2026-05-11

WPC

WP CAREY INC COM

0.00%

Shares86

Event2026-03-31

Filed2026-05-11

TDC

TERADATA CORP DEL COM

128.00%

Shares228

Event2026-03-31

Filed2026-05-11

VDC

VANGUARD CONSUMER STAPLES ETF

New

Shares26

Event2026-03-31

Filed2026-05-11

VTRS

VIATRIS INC COM

0.00%

Shares429

Event2026-03-31

Filed2026-05-11

BIDU

BAIDU INC SPON ADR REP A

0.00%

Shares52

Event2026-03-31

Filed2026-05-11

MEDP

MEDPACE HLDGS INC COM

0.00%

Shares12

Event2026-03-31

Filed2026-05-11

EWZ

ISHARES MSCI BRAZIL ETF

New

Shares150

Event2026-03-31

Filed2026-05-11

SATS

ECHOSTAR CORP CL A

0.00%

Shares49

Event2026-03-31

Filed2026-05-11

TPL

TEXAS PACIFIC LAND CORPORATION COM

0.00%

Shares12

Event2026-03-31

Filed2026-05-11

EVERSOURCE ENERGY COM

12.33%

Shares82

Event2026-03-31

Filed2026-05-11

CRH PLC ORD

-45.45%

Shares54

Event2026-03-31

Filed2026-05-11

WFRD

WEATHERFORD INTL PLC ORD SHS

0.00%

Shares60

Event2026-03-31

Filed2026-05-11

VMI

VALMONT INDS INC COM

0.00%

Shares14

Event2026-03-31

Filed2026-05-11

Call Option Holdings

TTD Call CallTHE TRADE DESK INC COM CL A200 sharesnew addition2026-03-312026-05-11

TTD Call

THE TRADE DESK INC COM CL A

New

Shares200

Event2026-03-31

Filed2026-05-11

Put Option Holdings

No put option holdings data available