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

Currently, HighMark Wealth Management LLC holds 555 types of securities in its portfolio with a total value $245.6M. In the most recent quarter, they have increased their positions in IVV (+6.6K shares, valued at $4.3M), N/A (+15.7K shares, valued at $1.2M), IJR (+4.8K shares, valued at $595.5K); decreased their positions in SPYI (-6.1K shares, valued at $300.8K), SCHG (-7.2K shares, valued at $208.4K), EFV (-2.7K shares, valued at $198.4K); initiated new positions in N/A (+15.7K shares, valued at $1.2M), PVLA (+322 shares, valued at $40.1K), N/A (+100 shares, valued at $39.2K).

1M P&L

+10.5M+4.25%

3M P&L

+13.8M+5.62%

HY P&L

+24.2M+10.33%

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/A150.0M

64.7%

2Biotechnology19.7M

8.5%

3Medical Devices18.5M

8.0%

Top Industries by Stock Count

1N/A129 stocks

26.4%

2Biotechnology31 stocks

6.4%

3Medical Devices22 stocks

4.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR117.0K shares6.02%2026-03-312026-05-06

EFV ISHARES TR220.3K shares-1.20%2026-03-312026-05-06

IWM ISHARES TR54.6K shares1.93%2026-03-312026-05-06

AXGN AXOGEN INC344.9K shares0.29%2026-03-312026-05-06

IJR ISHARES TR90.7K shares5.60%2026-03-312026-05-06

VANGUARD INDEX FDS VANGUARD INDEX FDS16.5K shares5.27%2026-03-312026-05-06

CNTA CENTESSA PHARMACEUTICALS PLC236.8K shares0.00%2026-03-312026-05-06

IUSV ISHARES TR80.5K shares4.87%2026-03-312026-05-06

Sponsored

WFC WELLS FARGO &CO68.6K shares-0.02%2026-03-312026-05-06

ANAB ANAPTYSBIO INC94.0K shares0.00%2026-03-312026-05-06

DWAS INVESCO EXCH TRADED FD TR II46.9K shares3.68%2026-03-312026-05-06

NEO NEOGENOMICS INC579.8K shares2.20%2026-03-312026-05-06

IJH ISHARES TR60.7K shares4.53%2026-03-312026-05-06

TLT ISHARES TR35.7K shares0.65%2026-03-312026-05-06

ATRC ATRICURE INC83.7K shares0.00%2026-03-312026-05-06

NVDA NVIDIA CORPORATION12.8K shares9.96%2026-03-312026-05-06

Sponsored

SIBN SI BONE INC159.8K shares0.00%2026-03-312026-05-06

AAPL APPLE INC7.8K shares-1.06%2026-03-312026-05-06

MASS 908 DEVICES INC319.4K shares32.51%2026-03-312026-05-06

TWST TWIST BIOSCIENCE CORP39.3K shares-0.44%2026-03-312026-05-06

EWTX EDGEWISE THERAPEUTICS INC53.2K shares0.00%2026-03-312026-05-06

MSFT MICROSOFT CORP4.5K shares21.46%2026-03-312026-05-06

TRV TRAVELERS COMPANIES INC5.6K shares-0.23%2026-03-312026-05-06

LLY ELI LILLY &CO1.7K shares0.47%2026-03-312026-05-06

Sponsored

MMM 3M CO9.8K shares0.28%2026-03-312026-05-06

XENE XENON PHARMACEUTICALS INC23.0K shares0.00%2026-03-312026-05-06

IJJ ISHARES TR9.3K shares0.11%2026-03-312026-05-06

IVE ISHARES TR5.7K shares0.10%2026-03-312026-05-06

PIPER SANDLER COMPANIES PIPER SANDLER COMPANIES15.7K sharesnew addition2026-03-312026-05-06

IWN ISHARES TR6.0K shares-0.03%2026-03-312026-05-06

HCAT HEALTH CATALYST INC903.1K shares21.79%2026-03-312026-05-06

TSLA TESLA INC2.8K shares-1.67%2026-03-312026-05-06

Sponsored

XEL XCEL ENERGY INC13.1K shares0.53%2026-03-312026-05-06

LQD ISHARES TR9.0K shares0.51%2026-03-312026-05-06

AGG ISHARES TR9.1K shares-4.69%2026-03-312026-05-06

USB US BANCORP17.0K shares0.42%2026-03-312026-05-06

NPCE NEUROPACE INC63.0K shares0.00%2026-03-312026-05-06

VTI VANGUARD INDEX FDS2.5K shares0.28%2026-03-312026-05-06

CRNX CRINETICS PHARMACEUTICALS IN20.5K shares-4.65%2026-03-312026-05-06

HSBC HSBC HLDGS PLC9.0K shares0.00%2026-03-312026-05-06

Sponsored

PG PROCTER &GAMBLE CO5.1K shares-1.17%2026-03-312026-05-06

SPY STATE STR SPDR S&P 500 ETF T1.1K shares-15.96%2026-03-312026-05-06

ORGO ORGANOGENESIS HLDGS INC303.0K shares0.00%2026-03-312026-05-06

SPEM SPDR INDEX SHS FDS15.0K shares-4.99%2026-03-312026-05-06

TNDM TANDEM DIABETES CARE INC34.1K shares-2.85%2026-03-312026-05-06

AMZN AMAZON COM INC2.8K shares32.11%2026-03-312026-05-06

ALPHABET INC ALPHABET INC2.0K shares76.94%2026-03-312026-05-06

ATEC ALPHATEC HLDGS INC52.9K shares-2.25%2026-03-312026-05-06

Sponsored

ECL ECOLAB INC2.1K shares0.24%2026-03-312026-05-06

XOM EXXON MOBIL CORP3.1K shares-3.86%2026-03-312026-05-06

KRMD KORU MEDICAL SYSTEMS INC120.9K shares0.00%2026-03-312026-05-06

AUPH AURINIA PHARMACEUTICALS INC35.2K shares-1.40%2026-03-312026-05-06

MO ALTRIA GROUP INC7.8K shares1.90%2026-03-312026-05-06

OEF ISHARES TR1.5K shares-4.75%2026-03-312026-05-06

ABT ABBOTT LABORATORIES4.3K shares-1.41%2026-03-312026-05-06

COST COSTCO WHOLESALE CORPORATION438 shares-5.60%2026-03-312026-05-06

Sponsored

TGT TARGET CORP3.3K shares406.54%2026-03-312026-05-06

PLTR PALANTIR TECHNOLOGIES INC2.7K shares69.25%2026-03-312026-05-06

ALPHABET INC ALPHABET INC1.2K shares0.08%2026-03-312026-05-06

VV VANGUARD INDEX FDS1.2K shares0.00%2026-03-312026-05-06

IEFA ISHARES TR3.2K shares0.29%2026-03-312026-05-06

ADI ANALOG DEVICES INC863 shares-1.15%2026-03-312026-05-06

BROADCOM INC BROADCOM INC869 shares543.70%2026-03-312026-05-06

BRIDGER AEROSPACE GRP HLDGS BRIDGER AEROSPACE GRP HLDGS130.2K shares18.16%2026-03-312026-05-06

Sponsored

CL COLGATE PALMOLIVE CO3.0K shares-0.73%2026-03-312026-05-06

INVESCO QQQ TR INVESCO QQQ TR432 shares-2.48%2026-03-312026-05-06

HEI HEICO CORP NEW904 shares0.00%2026-03-312026-05-06

CAT CATERPILLAR INC345 shares0.00%2026-03-312026-05-06

BABA ALIBABA GROUP HLDG LTD1.9K shares0.00%2026-03-312026-05-06

IBM INTERNATIONAL BUSINESS MACHS962 shares21.93%2026-03-312026-05-06

JNJ JOHNSON &JOHNSON941 shares-1.16%2026-03-312026-05-06

MDXG MIMEDX GROUP INC55.9K shares0.00%2026-03-312026-05-06

Sponsored

UNH UNITEDHEALTH GROUP INC788 shares-9.11%2026-03-312026-05-06

IWR ISHARES TR2.2K shares-20.26%2026-03-312026-05-06

PLRX PLIANT THERAPEUTICS INC166.2K shares-2.75%2026-03-312026-05-06

UBER UBER TECHNOLOGIES INC2.8K shares1.07%2026-03-312026-05-06

WBS WEBSTER FINL CORP2.9K shares0.56%2026-03-312026-05-06

FAST FASTENAL CO4.2K shares0.02%2026-03-312026-05-06

SMH VANECK ETF TRUST495 shares209.38%2026-03-312026-05-06

DXCM DEXCOM INC2.8K shares0.00%2026-03-312026-05-06

Sponsored

IJS ISHARES TR1.5K shares0.20%2026-03-312026-05-06

VKTX VIKING THERAPEUTICS INC5.3K shares0.00%2026-03-312026-05-06

EFA ISHARES TR1.7K shares-10.11%2026-03-312026-05-06

ADP AUTOMATIC DATA PROCESSING IN792 shares0.00%2026-03-312026-05-06

PEP PEPSICO INC1.0K shares1.18%2026-03-312026-05-06

VXUS VANGUARD STAR FDS2.0K shares57.45%2026-03-312026-05-06

BBY BEST BUY INC2.4K shares1.33%2026-03-312026-05-06

SOLV SOLVENTUM CORP2.4K shares2.57%2026-03-312026-05-06

Sponsored

XLB SELECT SECTOR SPDR TR3.0K shares0.00%2026-03-312026-05-06

ABNB AIRBNB INC1.2K shares0.00%2026-03-312026-05-06

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL311 shares0.00%2026-03-312026-05-06

VLO VALERO ENERGY CORP600 shares0.00%2026-03-312026-05-06

LITE LUMENTUM HLDGS INC200 shares0.00%2026-03-312026-05-06

JTEK J P MORGAN EXCHANGE TRADED F1.7K shares0.00%2026-03-312026-05-06

TLSI TRISALUS LIFE SCIENCES INC33.3K shares208.33%2026-03-312026-05-06

VFL ABRDN NATL MUN INCOME FD12.9K shares0.00%2026-03-312026-05-06

Sponsored

SPGI S&P GLOBAL INC300 shares0.00%2026-03-312026-05-06

DIS DISNEY WALT CO1.3K shares0.08%2026-03-312026-05-06

ACWI ISHARES TR885 shares0.00%2026-03-312026-05-06

PFE PFIZER INC4.3K shares-1.09%2026-03-312026-05-06

MEDTRONIC PLC MEDTRONIC PLC1.4K shares3.33%2026-03-312026-05-06

XLE SELECT SECTOR SPDR TR2.0K shares0.15%2026-03-312026-05-06

CVX CHEVRON CORPORATION573 shares1.60%2026-03-312026-05-06

CSCO CISCO SYS INC1.5K shares-0.73%2026-03-312026-05-06

Sponsored

RB GLOBAL INC RB GLOBAL INC1.2K shares0.00%2026-03-312026-05-06

IDXX IDEXX LABS INC199 shares0.00%2026-03-312026-05-06

DHR DANAHER CORP DEL560 shares0.00%2026-03-312026-05-06

MA MASTERCARD INCORPORATED211 shares0.00%2026-03-312026-05-06

WST WEST PHARMACEUTICAL SVSC INC420 shares0.00%2026-03-312026-05-06

META META PLATFORMS INC184 shares-11.96%2026-03-312026-05-06

HBAN HUNTINGTON BANCSHARES INC6.4K shares4.01%2026-03-312026-05-06

SHY ISHARES TR1.2K shares0.50%2026-03-312026-05-06

Sponsored

WMT WALMART INC794 shares0.00%2026-03-312026-05-06

CVS CVS HEALTH CORP1.4K shares-27.65%2026-03-312026-05-06

SPYI NEOS ETF TRUST1.9K shares-76.00%2026-03-312026-05-06

IMCB ISHARES TR1.1K shares0.00%2026-03-312026-05-06

IBB ISHARES TR547 shares0.00%2026-03-312026-05-06

SCHD SCHWAB STRATEGIC TR2.9K shares-59.80%2026-03-312026-05-06

MU MICRON TECHNOLOGY INC271 shares27.23%2026-03-312026-05-06

NVTS NAVITAS SEMICONDUCTOR CORP10.0K shares0.00%2026-03-312026-05-06

Sponsored

MAR MARRIOTT INTL INC NEW259 shares0.00%2026-03-312026-05-06

O REALTY INCOME CORP1.4K shares-22.21%2026-03-312026-05-06

DE DEERE &CO147 shares-2.65%2026-03-312026-05-06

CRWD CROWDSTRIKE HLDGS INC203 shares91.51%2026-03-312026-05-06

ZM ZOOM COMMUNICATIONS INC972 shares0.00%2026-03-312026-05-06

T AT&T INC2.6K shares-2.65%2026-03-312026-05-06

TYL TYLER TECHNOLOGIES INC220 shares0.00%2026-03-312026-05-06

KGC KINROSS GOLD CORP2.4K shares0.12%2026-03-312026-05-06

Sponsored

VEEV VEEVA SYS INC407 shares0.00%2026-03-312026-05-06

QDEL QUIDELORTHO CORP4.3K shares0.00%2026-03-312026-05-06

HD HOME DEPOT INC212 shares-2.75%2026-03-312026-05-06

DAL DELTA AIR LINES INC1.0K shares0.29%2026-03-312026-05-06

BMY BRISTOL-MYERS SQUIBB CO1.1K shares0.46%2026-03-312026-05-06

MSTR STRATEGY INC532 shares187.57%2026-03-312026-05-06

SCHB SCHWAB STRATEGIC TR2.6K shares0.27%2026-03-312026-05-06

PXJ INVESCO EXCHANGE TRADED FD T1.6K shares0.26%2026-03-312026-05-06

Sponsored

LMT LOCKHEED MARTIN CORP107 shares-0.93%2026-03-312026-05-06

IVW ISHARES TR569 shares18.79%2026-03-312026-05-06

NOK NOKIA CORP8.0K shares-19.99%2026-03-312026-05-06

KO COCA COLA CO842 shares-3.00%2026-03-312026-05-06

VB VANGUARD INDEX FDS244 shares-7.58%2026-03-312026-05-06

RGA REINSURANCE GROUP AMER INC313 shares0.64%2026-03-312026-05-06

IHF ISHARES TR1.5K shares0.13%2026-03-312026-05-06

SO SOUTHERN CO623 shares0.00%2026-03-312026-05-06

Sponsored

SCHG SCHWAB STRATEGIC TR2.1K shares-77.68%2026-03-312026-05-06

F FORD MTR CO5.1K shares0.85%2026-03-312026-05-06

EFG ISHARES TR498 shares-25.89%2026-03-312026-05-06

ARISTA NETWORKS INC ARISTA NETWORKS INC448 shares22.40%2026-03-312026-05-06

VEA VANGUARD TAX-MANAGED FDS851 shares-12.09%2026-03-312026-05-06

VOOG VANGUARD ADMIRAL FDS INC134 shares0.00%2026-03-312026-05-06

MMC MARSH &MCLENNAN COS INC308 shares0.00%2026-03-312026-05-06

CSGP COSTAR GROUP INC1.3K shares0.00%2026-03-312026-05-06

Sponsored

TCMD TACTILE SYS TECHNOLOGY INC2.0K shares0.00%2026-03-312026-05-06

BARRICK MNG CORP BARRICK MNG CORP1.3K shares0.88%2026-03-312026-05-06

IEMG ISHARES INC733 shares0.00%2026-03-312026-05-06

GH GUARDANT HEALTH INC550 shares0.00%2026-03-312026-05-06

BAC BANK AMERICA CORP1.0K shares-6.40%2026-03-312026-05-06

OIH VANECK ETF TRUST125 shares0.00%2026-03-312026-05-06

CMCSA COMCAST CORP NEW1.8K shares0.57%2026-03-312026-05-06

ECG EVERUS CONSTR GROUP419 shares0.00%2026-03-312026-05-06

Sponsored

OFIX ORTHOFIX MED INC4.3K shares-2.16%2026-03-312026-05-06

ADBE ADOBE INC201 shares0.00%2026-03-312026-05-06

V VISA INC157 shares0.00%2026-03-312026-05-06

UAL UNITED AIRLS HLDGS INC500 shares0.00%2026-03-312026-05-06

FCG FIRST TR EXCHANGE-TRADED FD1.4K shares0.00%2026-03-312026-05-06

VIG VANGUARD SPECIALIZED FUNDS208 shares-1.42%2026-03-312026-05-06

SCHX SCHWAB STRATEGIC TR1.7K shares0.35%2026-03-312026-05-06

FTXN FIRST TR EXCHANGE TRADED FD1.1K shares0.00%2026-03-312026-05-06

Sponsored

COIN COINBASE GLOBAL INC253 shares0.00%2026-03-312026-05-06

BA BOEING CO219 shares-3.10%2026-03-312026-05-06

FNCL FIDELITY COVINGTON TRUST611 shares0.16%2026-03-312026-05-06

INSM INSMED INC250 shares0.00%2026-03-312026-05-06

KNF KNIFE RIVER CORP494 shares0.00%2026-03-312026-05-06

PVLA PALVELLA THERAPEUTICS INC NE322 sharesnew addition2026-03-312026-05-06

RELY REMITLY GLOBAL INC2.5K shares0.00%2026-03-312026-05-06

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL100 sharesnew addition2026-03-312026-05-06

Sponsored

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC380 shares0.00%2026-03-312026-05-06

YUM YUM BRANDS INC239 shares0.42%2026-03-312026-05-06

INTC INTEL CORP841 shares-5.08%2026-03-312026-05-06

ETH GRAYSCALE ETHEREUM STAKING1.9K shares9.71%2026-03-312026-05-06

SMIN ISHARES TR615 shares0.00%2026-03-312026-05-06

TMO THERMO FISHER SCIENTIFIC INC75 shares-5.06%2026-03-312026-05-06

VEU VANGUARD INTL EQUITY INDEX F487 shares0.21%2026-03-312026-05-06

SBUX STARBUCKS CORP405 shares0.00%2026-03-312026-05-06

Sponsored

IYR ISHARES TR375 shares0.00%2026-03-312026-05-06

GE AEROSPACE GE AEROSPACE124 shares0.81%2026-03-312026-05-06

MDU MDU RES GROUP INC1.7K shares0.00%2026-03-312026-05-06

AMD ADVANCED MICRO DEVICES INC171 shares17.12%2026-03-312026-05-06

VRSK VERISK ANALYTICS INC182 shares0.00%2026-03-312026-05-06

VWO VANGUARD INTL EQUITY INDEX F616 shares-42.05%2026-03-312026-05-06

VO VANGUARD INDEX FDS116 shares-14.07%2026-03-312026-05-06

XLV SELECT SECTOR SPDR TR222 shares0.45%2026-03-312026-05-06

Sponsored

SLVP ISHARES INC901 shares0.00%2026-03-312026-05-06

IWO ISHARES TR101 shares-58.09%2026-03-312026-05-06

MJ AMPLIFY ETF TR1.3K shares1.97%2026-03-312026-05-06

GIS GENERAL MILLS INC827 shares1.35%2026-03-312026-05-06

NKE NIKE INC582 shares1.93%2026-03-312026-05-06

STERIS PLC STERIS PLC138 shares0.73%2026-03-312026-05-06

ARDX ARDELYX INC5.0K shares0.00%2026-03-312026-05-06

OTTR OTTER TAIL CORP338 shares0.60%2026-03-312026-05-06

Sponsored

VRT VERTIV HOLDINGS CO115 shares0.00%2026-03-312026-05-06

CVRX CVRX INC3.0K shares0.00%2026-03-312026-05-06

XBI SPDR SERIES TRUST221 shares0.00%2026-03-312026-05-06

VGT VANGUARD WORLD FD40 shares0.00%2026-03-312026-05-06

NFLX NETFLIX INC.290 shares-19.44%2026-03-312026-05-06

FTEC FIDELITY COVINGTON TRUST132 shares0.00%2026-03-312026-05-06

ORLY OREILLY AUTOMOTIVE INC292 shares0.00%2026-03-312026-05-06

DRAFTKINGS INC NEW DRAFTKINGS INC NEW1.2K shares0.00%2026-03-312026-05-06

Sponsored

ORCL ORACLE CORP177 shares-40.40%2026-03-312026-05-06

INFU INFUSYSTEM HLDGS INC2.8K shares0.00%2026-03-312026-05-06

GEV GE VERNOVA INC29 shares3.57%2026-03-312026-05-06

GLOB GLOBANT S A547 shares0.00%2026-03-312026-05-06

VIPER ENERGY INC VIPER ENERGY INC535 shares1.33%2026-03-312026-05-06

IWP ISHARES TR191 shares8.52%2026-03-312026-05-06

MCD MCDONALDS CORP78 shares-3.70%2026-03-312026-05-06

MTUS METALLUS INC1.5K shares0.00%2026-03-312026-05-06

Sponsored

VUG VANGUARD INDEX FDS55 shares0.00%2026-03-312026-05-06

NRG NRG ENERGY INC161 shares14.18%2026-03-312026-05-06

RGTI RIGETTI COMPUTING INC1.7K shares7.66%2026-03-312026-05-06

GILD GILEAD SCIENCES INC166 shares0.00%2026-03-312026-05-06

FXH FIRST TR EXCHANGE-TRADED FD210 shares0.00%2026-03-312026-05-06

PAYC PAYCOM SOFTWARE INC187 shares0.00%2026-03-312026-05-06

RSPG INVESCO EXCHANGE TRADED FD T200 shares0.00%2026-03-312026-05-06

IEO ISHARES TR158 shares0.64%2026-03-312026-05-06

Sponsored

PRLB PROTO LABS INC345 shares0.00%2026-03-312026-05-06

MOO VANECK ETF TRUST232 shares0.00%2026-03-312026-05-06

IYH ISHARES TR307 shares0.33%2026-03-312026-05-06

SYNA SYNAPTICS INC269 shares0.00%2026-03-312026-05-06

IYY ISHARES TR117 shares0.00%2026-03-312026-05-06

GDOT GREEN DOT CORP1.6K shares0.00%2026-03-312026-05-06

MGM MGM RESORTS INTERNATIONAL500 shares0.00%2026-03-312026-05-06

APYX APYX MEDICAL CORPORATION5.0K shares0.00%2026-03-312026-05-06

Sponsored

FUTY FIDELITY COVINGTON TRUST311 shares0.00%2026-03-312026-05-06

EEMV ISHARES INC283 shares0.00%2026-03-312026-05-06

TECX TECTONIC THERAPEUTIC INC587 shares0.00%2026-03-312026-05-06

WMB WILLIAMS COS INC248 shares0.00%2026-03-312026-05-06

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD1.4K shares3.24%2026-03-312026-05-06

FDIS FIDELITY COVINGTON TRUST190 shares0.00%2026-03-312026-05-06

PII POLARIS INC321 shares1.26%2026-03-312026-05-06

BOTZ GLOBAL X FDS525 shares0.00%2026-03-312026-05-06

Sponsored

JETS ETF SER SOLUTIONS704 shares0.00%2026-03-312026-05-06

FENY FIDELITY COVINGTON TRUST500 shares0.00%2026-03-312026-05-06

ABVX ABIVAX SA150 shares-34.78%2026-03-312026-05-06

VLTO VERALTO CORP188 shares0.00%2026-03-312026-05-06

VTWO VANGUARD SCOTTSDALE FDS157 shares0.00%2026-03-312026-05-06

PXE INVESCO EXCHANGE TRADED FD T400 shares0.00%2026-03-312026-05-06

VT VANGUARD INTL EQUITY INDEX F113 shares7.62%2026-03-312026-05-06

WBD WARNER BROS DISCOVERY INC567 shares0.00%2026-03-312026-05-06

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IBIT ISHARES BITCOIN TRUST ETF400 shares-52.94%2026-03-312026-05-06

SG SWEETGREEN INC2.9K shares0.00%2026-03-312026-05-06

BBH VANECK ETF TRUST80 shares0.00%2026-03-312026-05-06

FNV FRANCO NEV CORP60 shares0.00%2026-03-312026-05-06

MIRM MIRUM PHARMACEUTICALS INC160 shares0.00%2026-03-312026-05-06

RTX RTX CORPORATION75 shares-21.05%2026-03-312026-05-06

SYK STRYKER CORPORATION44 shares0.00%2026-03-312026-05-06

SCHW SCHWAB CHARLES CORP152 shares0.00%2026-03-312026-05-06

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CRDO CREDO TECHNOLOGY GROUP HOLDI150 shares0.00%2026-03-312026-05-06

INDB INDEPENDENT BK CORP MASS187 shares0.54%2026-03-312026-05-06

PRU PRUDENTIAL FINL INC143 shares1.42%2026-03-312026-05-06

KRE SPDR SERIES TRUST211 shares0.48%2026-03-312026-05-06

MERCK &CO INC MERCK &CO INC114 shares256.25%2026-03-312026-05-06

CMG CHIPOTLE MEXICAN GRILL INC424 shares0.00%2026-03-312026-05-06

GKOS GLAUKOS CORP125 shares0.00%2026-03-312026-05-06

IWD ISHARES TR62 shares0.00%2026-03-312026-05-06

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COP CONOCOPHILLIPS100 sharesnew addition2026-03-312026-05-06

WPM WHEATON PRECIOUS METALS CORP100 shares0.00%2026-03-312026-05-06

PM PHILIP MORRIS INTL INC79 shares-10.23%2026-03-312026-05-06

AIG AMERICAN INTL GROUP INC166 shares0.00%2026-03-312026-05-06

VDE VANGUARD WORLD FD71 shares0.00%2026-03-312026-05-06

JCI JOHNSON CONTROLS INTERNATION91 shares15.19%2026-03-312026-05-06

UPS UNITED PARCEL SVCS INC121 shares-12.95%2026-03-312026-05-06

ASML ASML HLDG NV9 shares125.00%2026-03-312026-05-06

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BSX BOSTON SCIENTIFIC CORP188 shares16.77%2026-03-312026-05-06

WEC ENERGY GROUP INC WEC ENERGY GROUP INC100 shares0.00%2026-03-312026-05-06

SNOW SNOWFLAKE INC75 shares0.00%2026-03-312026-05-06

CSX CSX CORP274 shares-23.89%2026-03-312026-05-06

GERN GERON CORP7.5K shares0.00%2026-03-312026-05-06

YUMC YUM CHINA HLDGS INC229 shares0.00%2026-03-312026-05-06

IWF ISHARES TR26 shares0.00%2026-03-312026-05-06

FBTC FIDELITY WISE ORIGIN BITCOIN188 shares27.89%2026-03-312026-05-06

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IAT ISHARES TR200 shares0.00%2026-03-312026-05-06

XHR XENIA HOTELS &RESORTS INC718 shares0.00%2026-03-312026-05-06

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SCHF SCHWAB STRATEGIC TR427 shares0.00%2026-03-312026-05-06

NCZ VIRTUS CONVERTIBLE &INC FD787 shares2.61%2026-03-312026-05-06

LINDE PLC LINDE PLC21 shares0.00%2026-03-312026-05-06

OPCH OPTION CARE HEALTH INC383 shares0.00%2026-03-312026-05-06

TWO HARBORS INVENTMENT CORPO TWO HARBORS INVENTMENT CORPO892 shares2.53%2026-03-312026-05-06

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ROST ROSS STORES INC47 shares104.35%2026-03-312026-05-06

LUV SOUTHWEST AIRLS CO269 shares0.37%2026-03-312026-05-06

TJX TJX COS INC NEW63 shares-3.08%2026-03-312026-05-06

ALAB ASTERA LABS INC90 shares80.00%2026-03-312026-05-06

FSLR FIRST SOLAR INC50 shares0.00%2026-03-312026-05-06

CBOE CBOE GLOBAL MKTS INC35 shares0.00%2026-03-312026-05-06

BFLY BUTTERFLY NETWORK INC2.4K shares0.00%2026-03-312026-05-06

AXP AMERICAN EXPRESS CO32 shares-11.11%2026-03-312026-05-06

Sponsored

SNBR SLEEP NUMBER CORP5.3K shares0.00%2026-03-312026-05-06

HWM HOWMET AEROSPACE INC41 shares0.00%2026-03-312026-05-06

ARKW ARK ETF TR78 shares0.00%2026-03-312026-05-06

BALL BALL CORP159 shares0.00%2026-03-312026-05-06

EMR EMERSON ELEC CO71 shares0.00%2026-03-312026-05-06

EATON CORP PLC EATON CORP PLC26 shares-16.13%2026-03-312026-05-06

EVH EVOLENT HEALTH INC4.0K shares-69.13%2026-03-312026-05-06

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II632 shares0.16%2026-03-312026-05-06

Sponsored

HSY HERSHEY CO43 shares4.88%2026-03-312026-05-06

IONQ IONQ INC330 shares230.00%2026-03-312026-05-06

QUAL ISHARES TR46 shares0.00%2026-03-312026-05-06

CSR CENTERSPACE153 shares0.00%2026-03-312026-05-06

PRTA PROTHENA CORP PLC900 shares0.00%2026-03-312026-05-06

NOV NOV INC465 shares0.43%2026-03-312026-05-06

TEM TEMPUS AI INC192 shares54.84%2026-03-312026-05-06

CIBR FIRST TR EXCHANGE-TRADED FD136 shares0.00%2026-03-312026-05-06

Sponsored

USFD US FOODS HLDG CORP92 shares-5.15%2026-03-312026-05-06

QCOM QUALCOMM INC65 shares44.44%2026-03-312026-05-06

CROX CROCS INC100 shares0.00%2026-03-312026-05-06

CDNA CAREDX INC475 shares0.00%2026-03-312026-05-06

PUK PRUDENTIAL PLC286 shares2.51%2026-03-312026-05-06

WELL WELLTOWER INC41 shares-22.64%2026-03-312026-05-06

PH PARKER-HANNIFIN CORP9 shares0.00%2026-03-312026-05-06

SJM SMUCKER J M CO81 shares153.13%2026-03-312026-05-06

Sponsored

SHEL SHELL PLC83 sharesnew addition2026-03-312026-05-06

ETR ENTERGY CORP NEW68 shares0.00%2026-03-312026-05-06

GS GOLDMAN SACHS GROUP INC9 shares-64.00%2026-03-312026-05-06

PENN PENN ENTERTAINMENT INC505 shares0.00%2026-03-312026-05-06

STVN STEVANATO GROUP S P A552 shares0.00%2026-03-312026-05-06

CRON CRONOS GROUP INC3.0K shares0.00%2026-03-312026-05-06

FR FIRST INDL RLTY TR INC130 shares0.00%2026-03-312026-05-06

GLW CORNING INC55 shares0.00%2026-03-312026-05-06

Sponsored

NEE NEXTERA ENERGY INC79 shares-28.18%2026-03-312026-05-06

SKYT SKYWATER TECHNOLOGY INC265 sharesnew addition2026-03-312026-05-06

FESM FIDELITY COVINGTON TRUST191 shares0.53%2026-03-312026-05-06

MSOS ADVISORSHARES TR2.0K shares0.00%2026-03-312026-05-06

AMGN AMGEN INC20 shares-20.00%2026-03-312026-05-06

BIDU BAIDU INC63 shares0.00%2026-03-312026-05-06

ABBV ABBVIE INC32 shares0.00%2026-03-312026-05-06

APTIV PLC APTIV PLC100 shares0.00%2026-03-312026-05-06

Sponsored

ISRG INTUITIVE SURGICAL INC15 shares0.00%2026-03-312026-05-06

VTRS VIATRIS INC507 shares0.40%2026-03-312026-05-06

STLD STEEL DYNAMICS INC38 shares-7.32%2026-03-312026-05-06

GEVO GEVO INC2.5K shares0.00%2026-03-312026-05-06

TKO TKO GROUP HOLDINGS INC33 shares0.00%2026-03-312026-05-06

GSAT GLOBALSTAR INC100 shares-96.55%2026-03-312026-05-06

DEFT DEFI TECHNOLOGIES INC12.0K shares0.00%2026-03-312026-05-06

A AGILENT TECHNOLOGIES INC58 shares0.00%2026-03-312026-05-06

Sponsored

CRM SALESFORCE INC35 shares0.00%2026-03-312026-05-06

VZ VERIZON COMMUNICATIONS INC129 shares0.78%2026-03-312026-05-06

ACWV ISHARES INC54 shares-10.00%2026-03-312026-05-06

ROCKET LAB CORP ROCKET LAB CORP100 shares0.00%2026-03-312026-05-06

LAM RESEARCH CORP LAM RESEARCH CORP30 sharesnew addition2026-03-312026-05-06

BTSG BRIGHTSPRING HEALTH SVCS INC150 sharesnew addition2026-03-312026-05-06

HLT HILTON WORLDWIDE HLDGS INC21 sharesnew addition2026-03-312026-05-06

BUD ANHEUSER BUSCH INBEV SA NV91 shares0.00%2026-03-312026-05-06

Sponsored

MUFG MITSUBISHI UFJ FINANCIAL GRO368 shares0.00%2026-03-312026-05-06

BJ BJS WHSL CLUB HLDGS INC63 shares0.00%2026-03-312026-05-06

PSX PHILLIPS 6634 sharesnew addition2026-03-312026-05-06

ALT ALTIMMUNE INC2.0K shares0.00%2026-03-312026-05-06

SLB SLB LIMITED117 shares-28.66%2026-03-312026-05-06

MCHP MICROCHIP TECHNOLOGY INC.93 shares0.00%2026-03-312026-05-06

INTF ISHARES TR154 shares0.00%2026-03-312026-05-06

IR INGERSOLL RAND INC73 shares82.50%2026-03-312026-05-06

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC29 sharesnew addition2026-03-312026-05-06

HII HUNTINGTON INGALLS INDS INC15 shares-16.67%2026-03-312026-05-06

SHOP SHOPIFY INC48 shares-28.36%2026-03-312026-05-06

LISTED FDS TR LISTED FDS TR167 shares0.00%2026-03-312026-05-06

SAN BANCO SANTANDER SA485 sharesnew addition2026-03-312026-05-06

SLV ISHARES SILVER TR80 sharesnew addition2026-03-312026-05-06

LDOS LEIDOS HOLDINGS INC35 shares0.00%2026-03-312026-05-06

OXY OCCIDENTAL PETE CORP83 shares538.46%2026-03-312026-05-06

Sponsored

AAL AMERICAN AIRLINES GROUP INC500 shares0.00%2026-03-312026-05-06

DJT TRUMP MEDIA &TECHNOLOGY GRO577 shares0.00%2026-03-312026-05-06

MLM MARTIN MARIETTA MATLS INC9 shares0.00%2026-03-312026-05-06

FSTA FIDELITY COVINGTON TRUST100 shares0.00%2026-03-312026-05-06

LOW LOWES COS INC22 shares-35.29%2026-03-312026-05-06

HOOD ROBINHOOD MKTS INC75 shares1400.00%2026-03-312026-05-06

ETF SER SOLUTIONS ETF SER SOLUTIONS200 sharesnew addition2026-03-312026-05-06

SOFI SOFI TECHNOLOGIES INC320 shares-67.97%2026-03-312026-05-06

Sponsored

WAB WABTEC20 shares0.00%2026-03-312026-05-06

VLUE ISHARES TR35 shares0.00%2026-03-312026-05-06

PWR QUANTA SVCS INC9 shares0.00%2026-03-312026-05-06

APH AMPHENOL CORP39 shares0.00%2026-03-312026-05-06

DT DYNATRACE INC133 shares0.00%2026-03-312026-05-06

CMS CMS ENERGY CORP63 shares75.00%2026-03-312026-05-06

ZTS ZOETIS INC41 shares0.00%2026-03-312026-05-06

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW37 shares0.00%2026-03-312026-05-06

Sponsored

MTUM ISHARES TR20 shares0.00%2026-03-312026-05-06

TILRAY BRANDS INC TILRAY BRANDS INC747 shares0.00%2026-03-312026-05-06

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T25 sharesnew addition2026-03-312026-05-06

MCO MOODYS CORP11 shares0.00%2026-03-312026-05-06

NOW SERVICENOW INC45 shares0.00%2026-03-312026-05-06

ALNY ALNYLAM PHARMACEUTICALS INC14 shares0.00%2026-03-312026-05-06

BTI BRITISH AMERN TOB PLC79 sharesnew addition2026-03-312026-05-06

WM WASTE MGMT INC DEL20 sharesnew addition2026-03-312026-05-06

Sponsored

URTH ISHARES INC25 sharesnew addition2026-03-312026-05-06

NATWEST GROUP PLC NATWEST GROUP PLC302 shares0.00%2026-03-312026-05-06

TSM TAIWAN SEMICONDUCTOR MANUFAC13 shares44.44%2026-03-312026-05-06

RGLD ROYAL GOLD INC17 shares0.00%2026-03-312026-05-06

SLP SIMULATIONS PLUS INC367 shares0.00%2026-03-312026-05-06

VFH VANGUARD WORLD FD35 shares0.00%2026-03-312026-05-06

BMRN BIOMARIN PHARMACEUTICAL INC75 shares0.00%2026-03-312026-05-06

CRWV COREWEAVE INC54 shares-73.00%2026-03-312026-05-06

Sponsored

AVY AVERY DENNISON CORP24 shares0.00%2026-03-312026-05-06

BCS BARCLAYS PLC193 shares-14.98%2026-03-312026-05-06

TMDX TRANSMEDICS GROUP INC41 shares2.50%2026-03-312026-05-06

IXUS ISHARES TR46 shares-36.99%2026-03-312026-05-06

TM TOYOTA MOTOR CORP19 shares35.71%2026-03-312026-05-06

CRML CRITICAL METALS CORP500 shares0.00%2026-03-312026-05-06

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND20 sharesnew addition2026-03-312026-05-06

SNDL INC SNDL INC3.0K shares0.00%2026-03-312026-05-06

Sponsored

OKTA OKTA INC50 sharesnew addition2026-03-312026-05-06

MDB MONGODB INC16 sharesnew addition2026-03-312026-05-06

FDTX FIDELITY COVINGTON TRUST105 shares0.00%2026-03-312026-05-06

IBKR INTERACTIVE BROKERS GROUP IN57 sharesnew addition2026-03-312026-05-06

PYPL PAYPAL HLDGS INC84 shares0.00%2026-03-312026-05-06

ARKF ARK ETF TR100 shares0.00%2026-03-312026-05-06

AA ALCOA CORP56 shares-40.43%2026-03-312026-05-06

COF CAPITAL ONE FINL CORP20 shares0.00%2026-03-312026-05-06

Sponsored

XNCR XENCOR INC300 shares0.00%2026-03-312026-05-06

EBAY EBAY INC.39 shares0.00%2026-03-312026-05-06

ELF E L F BEAUTY INC58 shares0.00%2026-03-312026-05-06

INDA ISHARES TR76 shares0.00%2026-03-312026-05-06

HLN HALEON PLC346 shares16.11%2026-03-312026-05-06

ALL ALLSTATE CORP16 shares0.00%2026-03-312026-05-06

OCUL OCULAR THERAPEUTIX INC397 shares0.00%2026-03-312026-05-06

OMCL OMNICELL COM100 shares0.00%2026-03-312026-05-06

Sponsored

GRWG GROWGENERATION CORP3.0K shares0.00%2026-03-312026-05-06

SHM SPDR SERIES TRUST68 shares0.00%2026-03-312026-05-06

CTVA CORTEVA INC38 shares0.00%2026-03-312026-05-06

NOG NORTHERN OIL &GAS INC106 shares1.92%2026-03-312026-05-06

ALC ALCON AG40 shares-11.11%2026-03-312026-05-06

SYM SYMBOTIC INC56 shares0.00%2026-03-312026-05-06

RTO RENTOKIL INITIAL PLC93 sharesnew addition2026-03-312026-05-06

GEHC GE HEALTHCARE TECHNOLOGIES I40 shares0.00%2026-03-312026-05-06

Sponsored

RYAN RYAN SPECIALTY HOLDINGS INC83 shares-51.74%2026-03-312026-05-06

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KKR &CO INC KKR &CO INC30 shares0.00%2026-03-312026-05-06

SAP SAP SE16 shares-20.00%2026-03-312026-05-06

INSP INSPIRE MED SYS INC50 shares66.67%2026-03-312026-05-06

RELX RELX PLC78 shares0.00%2026-03-312026-05-06

IREN IREN LIMITED75 shares0.00%2026-03-312026-05-06

VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC68 sharesnew addition2026-03-312026-05-06

Sponsored

ITM VANECK ETF TRUST54 shares0.00%2026-03-312026-05-06

HNGE HINGE HEALTH INC65 sharesnew addition2026-03-312026-05-06

CCJ CAMECO CORP22 shares0.00%2026-03-312026-05-06

QBTS D-WAVE QUANTUM INC165 shares-17.50%2026-03-312026-05-06

RKT ROCKET COS INC166 sharesnew addition2026-03-312026-05-06

BLACKSTONE INC BLACKSTONE INC20 shares53.85%2026-03-312026-05-06

AON PLC AON PLC7 shares0.00%2026-03-312026-05-06

OSCR OSCAR HEALTH INC200 shares0.00%2026-03-312026-05-06

Sponsored

DXC DXC TECHNOLOGY CO175 shares0.00%2026-03-312026-05-06

QNITY ELECTRONICS INC QNITY ELECTRONICS INC19 shares0.00%2026-03-312026-05-06

MOS MOSAIC CO86 shares1.18%2026-03-312026-05-06

JBS JBS N.V.121 sharesnew addition2026-03-312026-05-06

NVO NOVO-NORDISK A S59 shares0.00%2026-03-312026-05-06

IMMR IMMERSION CORP395 shares1.28%2026-03-312026-05-06

DOW DOW HLDGS INC52 shares1.96%2026-03-312026-05-06

CHKP CHECK POINT SOFTWARE TECH LT15 shares0.00%2026-03-312026-05-06

Sponsored

DIA STATE STR SPDR DOW JONES IND5 shares25.00%2026-03-312026-05-06

BCYC BICYCLE THERAPEUTICS PLC435 shares0.00%2026-03-312026-05-06

ZYMEWORKS INC ZYMEWORKS INC80 shares-65.22%2026-03-312026-05-06

RIOT RIOT PLATFORMS INC160 shares0.00%2026-03-312026-05-06

CDNS CADENCE DESIGN SYSTEM INC7 shares0.00%2026-03-312026-05-06

MSGS MADISON SQUARE GRDN SPRT COR6 shares0.00%2026-03-312026-05-06

MT ARCELORMITTAL SA LUXEMBOURG36 shares-60.44%2026-03-312026-05-06

DEFINIUM THERAPEUTICS INC DEFINIUM THERAPEUTICS INC100 sharesnew addition2026-03-312026-05-06

Sponsored

LQDA LIQUIDIA CORPORATION50 shares-50.00%2026-03-312026-05-06

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC40 shares0.00%2026-03-312026-05-06

ZETA ZETA GLOBAL HOLDINGS CORP110 shares0.00%2026-03-312026-05-06

IUSG ISHARES TR11 shares-98.51%2026-03-312026-05-06

TTD THE TRADE DESK INC75 shares0.00%2026-03-312026-05-06

MP MP MATERIALS CORP35 shares0.00%2026-03-312026-05-06

ANNX ANNEXON INC300 shares0.00%2026-03-312026-05-06

KEP KOREA ELEC PWR CORP100 shares0.00%2026-03-312026-05-06

Sponsored

TOL TOLL BROTHERS INC10 shares0.00%2026-03-312026-05-06

UEC URANIUM ENERGY CORP100 shares0.00%2026-03-312026-05-06

FETH FIDELITY ETHEREUM FD63 shares70.27%2026-03-312026-05-06

DNOW DNOW INC110 shares0.00%2026-03-312026-05-06

FIDELITY SOLANA FD FIDELITY SOLANA FD123 shares75.71%2026-03-312026-05-06

CVE CENOVUS ENERGY INC45 sharesnew addition2026-03-312026-05-06

TTWO TAKE-TWO INTERACTIVE SOFTWAR6 shares0.00%2026-03-312026-05-06

MGNX MACROGENICS INC400 shares0.00%2026-03-312026-05-06

Sponsored

IYM ISHARES TR6 shares0.00%2026-03-312026-05-06

AMPL AMPLITUDE INC160 shares0.00%2026-03-312026-05-06

AMPH AMPHASTAR PHARMACEUTICALS IN55 shares0.00%2026-03-312026-05-06

SPHR SPHERE ENTERTAINMENT CO9 shares0.00%2026-03-312026-05-06

VSS VANGUARD INTL EQUITY INDEX F7 shares-56.25%2026-03-312026-05-06

PCY INVESCO EXCH TRADED FD TR II50 shares0.00%2026-03-312026-05-06

SCHP SCHWAB STRATEGIC TR38 shares-68.85%2026-03-312026-05-06

SCYNEXIS INC SCYNEXIS INC1.1K shares0.00%2026-03-312026-05-06

Sponsored

PANW PALO ALTO NETWORKS INC6 shares-84.21%2026-03-312026-05-06

GLD SPDR GOLD TR2 shares0.00%2026-03-312026-05-06

ASPN ASPEN AEROGELS INC250 shares0.00%2026-03-312026-05-06

JOBY JOBY AVIATION INC100 shares0.00%2026-03-312026-05-06

PTON PELOTON INTERACTIVE INC190 shares0.00%2026-03-312026-05-06

OUSTER INC OUSTER INC41 shares0.00%2026-03-312026-05-06

AMARIN CORP PLC AMARIN CORP PLC50 shares0.00%2026-03-312026-05-06

LUCID GROUP INC LUCID GROUP INC75 shares0.00%2026-03-312026-05-06

Sponsored

CITIGROUP INC CITIGROUP INC6 shares0.00%2026-03-312026-05-06

ELME ELME COMMUNITIES347 shares0.00%2026-03-312026-05-06

ISTB ISHARES TR14 shares0.00%2026-03-312026-05-06

ACHR ARCHER AVIATION INC130 shares0.00%2026-03-312026-05-06

IVV

ISHARES TR

6.02%

Shares117.0K

Event2026-03-31

Filed2026-05-06

EFV

ISHARES TR

-1.20%

Shares220.3K

Event2026-03-31

Filed2026-05-06

IWM

ISHARES TR

1.93%

Shares54.6K

Event2026-03-31

Filed2026-05-06

AXGN

AXOGEN INC

0.29%

Shares344.9K

Event2026-03-31

Filed2026-05-06

IJR

ISHARES TR

5.60%

Shares90.7K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

5.27%

Shares16.5K

Event2026-03-31

Filed2026-05-06

CNTA

CENTESSA PHARMACEUTICALS PLC

0.00%

Shares236.8K

Event2026-03-31

Filed2026-05-06

IUSV

ISHARES TR

4.87%

Shares80.5K

Event2026-03-31

Filed2026-05-06

WFC

WELLS FARGO &CO

-0.02%

Shares68.6K

Event2026-03-31

Filed2026-05-06

ANAB

ANAPTYSBIO INC

0.00%

Shares94.0K

Event2026-03-31

Filed2026-05-06

DWAS

INVESCO EXCH TRADED FD TR II

3.68%

Shares46.9K

Event2026-03-31

Filed2026-05-06

NEO

NEOGENOMICS INC

2.20%

Shares579.8K

Event2026-03-31

Filed2026-05-06

IJH

ISHARES TR

4.53%

Shares60.7K

Event2026-03-31

Filed2026-05-06

TLT

ISHARES TR

0.65%

Shares35.7K

Event2026-03-31

Filed2026-05-06

ATRC

ATRICURE INC

0.00%

Shares83.7K

Event2026-03-31

Filed2026-05-06

NVDA

NVIDIA CORPORATION

9.96%

Shares12.8K

Event2026-03-31

Filed2026-05-06

SIBN

SI BONE INC

0.00%

Shares159.8K

Event2026-03-31

Filed2026-05-06

AAPL

APPLE INC

-1.06%

Shares7.8K

Event2026-03-31

Filed2026-05-06

MASS

908 DEVICES INC

32.51%

Shares319.4K

Event2026-03-31

Filed2026-05-06

TWST

TWIST BIOSCIENCE CORP

-0.44%

Shares39.3K

Event2026-03-31

Filed2026-05-06

EWTX

EDGEWISE THERAPEUTICS INC

0.00%

Shares53.2K

Event2026-03-31

Filed2026-05-06

MSFT

MICROSOFT CORP

21.46%

Shares4.5K

Event2026-03-31

Filed2026-05-06

TRV

TRAVELERS COMPANIES INC

-0.23%

Shares5.6K

Event2026-03-31

Filed2026-05-06

LLY

ELI LILLY &CO

0.47%

Shares1.7K

Event2026-03-31

Filed2026-05-06

MMM

3M CO

0.28%

Shares9.8K

Event2026-03-31

Filed2026-05-06

XENE

XENON PHARMACEUTICALS INC

0.00%

Shares23.0K

Event2026-03-31

Filed2026-05-06

IJJ

ISHARES TR

0.11%

Shares9.3K

Event2026-03-31

Filed2026-05-06

IVE

ISHARES TR

0.10%

Shares5.7K

Event2026-03-31

Filed2026-05-06

PIPER SANDLER COMPANIES

New

Shares15.7K

Event2026-03-31

Filed2026-05-06

IWN

ISHARES TR

-0.03%

Shares6.0K

Event2026-03-31

Filed2026-05-06

HCAT

HEALTH CATALYST INC

21.79%

Shares903.1K

Event2026-03-31

Filed2026-05-06

TSLA

TESLA INC

-1.67%

Shares2.8K

Event2026-03-31

Filed2026-05-06

XEL

XCEL ENERGY INC

0.53%

Shares13.1K

Event2026-03-31

Filed2026-05-06

LQD

ISHARES TR

0.51%

Shares9.0K

Event2026-03-31

Filed2026-05-06

AGG

ISHARES TR

-4.69%

Shares9.1K

Event2026-03-31

Filed2026-05-06

USB

US BANCORP

0.42%

Shares17.0K

Event2026-03-31

Filed2026-05-06

NPCE

NEUROPACE INC

0.00%

Shares63.0K

Event2026-03-31

Filed2026-05-06

VTI

VANGUARD INDEX FDS

0.28%

Shares2.5K

Event2026-03-31

Filed2026-05-06

CRNX

CRINETICS PHARMACEUTICALS IN

-4.65%

Shares20.5K

Event2026-03-31

Filed2026-05-06

HSBC

HSBC HLDGS PLC

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-06

PROCTER &GAMBLE CO

-1.17%

Shares5.1K

Event2026-03-31

Filed2026-05-06

SPY

STATE STR SPDR S&P 500 ETF T

-15.96%

Shares1.1K

Event2026-03-31

Filed2026-05-06

ORGO

ORGANOGENESIS HLDGS INC

0.00%

Shares303.0K

Event2026-03-31

Filed2026-05-06

SPEM

SPDR INDEX SHS FDS

-4.99%

Shares15.0K

Event2026-03-31

Filed2026-05-06

TNDM

TANDEM DIABETES CARE INC

-2.85%

Shares34.1K

Event2026-03-31

Filed2026-05-06

AMZN

AMAZON COM INC

32.11%

Shares2.8K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

76.94%

Shares2.0K

Event2026-03-31

Filed2026-05-06

ATEC

ALPHATEC HLDGS INC

-2.25%

Shares52.9K

Event2026-03-31

Filed2026-05-06

ECL

ECOLAB INC

0.24%

Shares2.1K

Event2026-03-31

Filed2026-05-06

XOM

EXXON MOBIL CORP

-3.86%

Shares3.1K

Event2026-03-31

Filed2026-05-06

KRMD

KORU MEDICAL SYSTEMS INC

0.00%

Shares120.9K

Event2026-03-31

Filed2026-05-06

AUPH

AURINIA PHARMACEUTICALS INC

-1.40%

Shares35.2K

Event2026-03-31

Filed2026-05-06

ALTRIA GROUP INC

1.90%

Shares7.8K

Event2026-03-31

Filed2026-05-06

OEF

ISHARES TR

-4.75%

Shares1.5K

Event2026-03-31

Filed2026-05-06

ABT

ABBOTT LABORATORIES

-1.41%

Shares4.3K

Event2026-03-31

Filed2026-05-06

COST

COSTCO WHOLESALE CORPORATION

-5.60%

Shares438

Event2026-03-31

Filed2026-05-06

TGT

TARGET CORP

406.54%

Shares3.3K

Event2026-03-31

Filed2026-05-06

PLTR

PALANTIR TECHNOLOGIES INC

69.25%

Shares2.7K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

0.08%

Shares1.2K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-06

IEFA

ISHARES TR

0.29%

Shares3.2K

Event2026-03-31

Filed2026-05-06

ADI

ANALOG DEVICES INC

-1.15%

Shares863

Event2026-03-31

Filed2026-05-06

BROADCOM INC

543.70%

Shares869

Event2026-03-31

Filed2026-05-06

BRIDGER AEROSPACE GRP HLDGS

18.16%

Shares130.2K

Event2026-03-31

Filed2026-05-06

COLGATE PALMOLIVE CO

-0.73%

Shares3.0K

Event2026-03-31

Filed2026-05-06

INVESCO QQQ TR

-2.48%

Shares432

Event2026-03-31

Filed2026-05-06

HEI

HEICO CORP NEW

0.00%

Shares904

Event2026-03-31

Filed2026-05-06

CAT

CATERPILLAR INC

0.00%

Shares345

Event2026-03-31

Filed2026-05-06

BABA

ALIBABA GROUP HLDG LTD

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-06

IBM

INTERNATIONAL BUSINESS MACHS

21.93%

Shares962

Event2026-03-31

Filed2026-05-06

JNJ

JOHNSON &JOHNSON

-1.16%

Shares941

Event2026-03-31

Filed2026-05-06

MDXG

MIMEDX GROUP INC

0.00%

Shares55.9K

Event2026-03-31

Filed2026-05-06

UNH

UNITEDHEALTH GROUP INC

-9.11%

Shares788

Event2026-03-31

Filed2026-05-06

IWR

ISHARES TR

-20.26%

Shares2.2K

Event2026-03-31

Filed2026-05-06

PLRX

PLIANT THERAPEUTICS INC

-2.75%

Shares166.2K

Event2026-03-31

Filed2026-05-06

UBER

UBER TECHNOLOGIES INC

1.07%

Shares2.8K

Event2026-03-31

Filed2026-05-06

WBS

WEBSTER FINL CORP

0.56%

Shares2.9K

Event2026-03-31

Filed2026-05-06

FAST

FASTENAL CO

0.02%

Shares4.2K

Event2026-03-31

Filed2026-05-06

SMH

VANECK ETF TRUST

209.38%

Shares495

Event2026-03-31

Filed2026-05-06

DXCM

DEXCOM INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-06

IJS

ISHARES TR

0.20%

Shares1.5K

Event2026-03-31

Filed2026-05-06

VKTX

VIKING THERAPEUTICS INC

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-06

EFA

ISHARES TR

-10.11%

Shares1.7K

Event2026-03-31

Filed2026-05-06

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares792

Event2026-03-31

Filed2026-05-06

PEP

PEPSICO INC

1.18%

Shares1.0K

Event2026-03-31

Filed2026-05-06

VXUS

VANGUARD STAR FDS

57.45%

Shares2.0K

Event2026-03-31

Filed2026-05-06

BBY

BEST BUY INC

1.33%

Shares2.4K

Event2026-03-31

Filed2026-05-06

SOLV

SOLVENTUM CORP

2.57%

Shares2.4K

Event2026-03-31

Filed2026-05-06

XLB

SELECT SECTOR SPDR TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-06

ABNB

AIRBNB INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-06

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares311

Event2026-03-31

Filed2026-05-06

VLO

VALERO ENERGY CORP

0.00%

Shares600

Event2026-03-31

Filed2026-05-06

LITE

LUMENTUM HLDGS INC

0.00%

Shares200

Event2026-03-31

Filed2026-05-06

JTEK

J P MORGAN EXCHANGE TRADED F

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-06

TLSI

TRISALUS LIFE SCIENCES INC

208.33%

Shares33.3K

Event2026-03-31

Filed2026-05-06

VFL

ABRDN NATL MUN INCOME FD

0.00%

Shares12.9K

Event2026-03-31

Filed2026-05-06

SPGI

S&P GLOBAL INC

0.00%

Shares300

Event2026-03-31

Filed2026-05-06

DIS

DISNEY WALT CO

0.08%

Shares1.3K

Event2026-03-31

Filed2026-05-06

ACWI

ISHARES TR

0.00%

Shares885

Event2026-03-31

Filed2026-05-06

PFE

PFIZER INC

-1.09%

Shares4.3K

Event2026-03-31

Filed2026-05-06

MEDTRONIC PLC

3.33%

Shares1.4K

Event2026-03-31

Filed2026-05-06

XLE

SELECT SECTOR SPDR TR

0.15%

Shares2.0K

Event2026-03-31

Filed2026-05-06

CVX

CHEVRON CORPORATION

1.60%

Shares573

Event2026-03-31

Filed2026-05-06

CSCO

CISCO SYS INC

-0.73%

Shares1.5K

Event2026-03-31

Filed2026-05-06

RB GLOBAL INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-06

IDXX

IDEXX LABS INC

0.00%

Shares199

Event2026-03-31

Filed2026-05-06

DHR

DANAHER CORP DEL

0.00%

Shares560

Event2026-03-31

Filed2026-05-06

MASTERCARD INCORPORATED

0.00%

Shares211

Event2026-03-31

Filed2026-05-06

WST

WEST PHARMACEUTICAL SVSC INC

0.00%

Shares420

Event2026-03-31

Filed2026-05-06