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The Analysis of HORIZON FINANCIAL SERVICES, LLC's Holdings & P&L

Currently, HORIZON FINANCIAL SERVICES, LLC holds 425 types of securities in its portfolio with a total value $226.2M. In the most recent quarter, they have increased their positions in SPSB (+84.6K shares, valued at $2.5M), SPHY (+101.6K shares, valued at $2.4M), SRLN (+54.6K shares, valued at $2.2M); decreased their positions in SCHM (-97.0K shares, valued at $3.0M), SPYG (-22.5K shares, valued at $2.2M), SPYV (-33.9K shares, valued at $1.9M); initiated new positions in DFAU (+2.4K shares, valued at $107.7K), DFAI (+1.6K shares, valued at $63.5K), DFAS (+890 shares, valued at $63.3K); completely sold out of SHYG (previously valued at $30.7K), TSM (previously valued at $30.4K), NVO (previously valued at $2.3K).

1M P&L

+5.9M+2.56%

3M P&L

+3.3M+1.42%

HY P&L

+12.0M+5.30%

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/A209.5M

93.5%

2Software - Infrastructure1.5M

0.7%

3Semiconductors1.5M

0.7%

Top Industries by Stock Count

1N/A110 stocks

28.9%

2Software - Application15 stocks

3.9%

3Semiconductors11 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPSB SPSB634.5K shares15.38%2026-03-312026-04-15

SPYG SPYG184.9K shares-10.84%2026-03-312026-04-15

SPYV SPYV319.5K shares-9.58%2026-03-312026-04-15

SPDW SPDW279.8K shares1.74%2026-03-312026-04-15

SCHM SCHM401.5K shares-19.46%2026-03-312026-04-15

SPHY SPHY491.2K shares26.08%2026-03-312026-04-15

SRLN SRLN275.6K shares24.70%2026-03-312026-04-15

VGSH VGSH181.4K shares-1.37%2026-03-312026-04-15

Sponsored

XLK XLK61.8K shares5.97%2026-03-312026-04-15

SCHA SCHA272.7K shares3.68%2026-03-312026-04-15

SPEM SPEM102.7K shares30.77%2026-03-312026-04-15

SCHP SCHP179.5K shares33.22%2026-03-312026-04-15

SPMB SPMB210.4K shares-1.30%2026-03-312026-04-15

XLF XLF93.4K shares49.91%2026-03-312026-04-15

VCLT VCLT57.5K shares2.74%2026-03-312026-04-15

ICVT ICVT41.4K shares-0.86%2026-03-312026-04-15

Sponsored

VSS VSS24.7K shares1.05%2026-03-312026-04-15

SPTL SPTL124.8K shares2.81%2026-03-312026-04-15

GLDM GLDM34.5K shares-5.70%2026-03-312026-04-15

VWOB VWOB47.7K shares1.54%2026-03-312026-04-15

XLRE XLRE73.9K shares-2.39%2026-03-312026-04-15

XLI XLI18.3K shares-19.28%2026-03-312026-04-15

XLV XLV19.4K shares4.03%2026-03-312026-04-15

MLPX MLPX36.8K shares4.89%2026-03-312026-04-15

Sponsored

SJNK SJNK99.7K shares12.75%2026-03-312026-04-15

FPE FPE138.2K shares1.25%2026-03-312026-04-15

FLRN FLRN75.1K shares-13.99%2026-03-312026-04-15

VCIT VCIT27.6K shares31.02%2026-03-312026-04-15

XLY XLY20.3K shares7.91%2026-03-312026-04-15

XLP XLP24.6K shares41.40%2026-03-312026-04-15

XLC XLC17.2K shares-26.10%2026-03-312026-04-15

XLU XLU31.9K shares45.16%2026-03-312026-04-15

Sponsored

MSFT MSFT3.7K shares69.64%2026-03-312026-04-15

JPST JPST26.1K shares-11.49%2026-03-312026-04-15

AAPL AAPL5.0K shares23.26%2026-03-312026-04-15

XLB XLB23.1K shares6.45%2026-03-312026-04-15

DUK DUK8.7K shares0.01%2026-03-312026-04-15

SCHR SCHR41.5K shares-18.07%2026-03-312026-04-15

NVDA NVDA5.3K shares32.68%2026-03-312026-04-15

LLY LLY988 shares6.35%2026-03-312026-04-15

Sponsored

XLE XLE14.1K shares-39.18%2026-03-312026-04-15

HD HD2.6K shares0.39%2026-03-312026-04-15

VTIP VTIP15.9K shares61.59%2026-03-312026-04-15

PGHY PGHY33.0K shares5.56%2026-03-312026-04-15

QQQ QQQ971 shares-0.31%2026-03-312026-04-15

CW CW813 shares0.00%2026-03-312026-04-15

AMZN AMZN2.2K shares-0.81%2026-03-312026-04-15

VUG VUG975 shares0.00%2026-03-312026-04-15

Sponsored

VOE VOE2.1K shares78.41%2026-03-312026-04-15

LOW LOW1.6K shares0.38%2026-03-312026-04-15

APH APH2.8K shares0.00%2026-03-312026-04-15

AVGO AVGO1.1K shares36.81%2026-03-312026-04-15

T T10.3K shares0.66%2026-03-312026-04-15

VOT VOT1.1K shares103.45%2026-03-312026-04-15

BSJQ BSJQ11.4K shares0.00%2026-03-312026-04-15

VGT VGT374 shares0.00%2026-03-312026-04-15

Sponsored

AON AON771 shares0.00%2026-03-312026-04-15

GE GE835 shares64.37%2026-03-312026-04-15

EMHY EMHY5.8K shares-1.55%2026-03-312026-04-15

META META389 shares86.12%2026-03-312026-04-15

GOOG GOOG761 shares54.99%2026-03-312026-04-15

COF COF1.2K shares0.76%2026-03-312026-04-15

UNH UNH773 shares33.51%2026-03-312026-04-15

VBR VBR938 shares161.28%2026-03-312026-04-15

Sponsored

TSLA TSLA518 shares208.33%2026-03-312026-04-15

NFLX NFLX1.9K shares780.95%2026-03-312026-04-15

GOOGL GOOGL617 shares122.74%2026-03-312026-04-15

CVX CVX840 shares8.81%2026-03-312026-04-15

VBK VBK569 shares97.57%2026-03-312026-04-15

GPC GPC1.6K shares0.00%2026-03-312026-04-15

GEV GEV180 shares59.29%2026-03-312026-04-15

IBM IBM643 shares62.78%2026-03-312026-04-15

Sponsored

NSC NSC497 shares0.40%2026-03-312026-04-15

AMAT AMAT400 shares0.00%2026-03-312026-04-15

MA MA264 shares151.43%2026-03-312026-04-15

IJH IJH1.9K shares0.00%2026-03-312026-04-15

SPY SPY198 shares280.77%2026-03-312026-04-15

CMBS CMBS2.4K shares-27.35%2026-03-312026-04-15

SO SO1.2K shares0.00%2026-03-312026-04-15

IAGG IAGG2.3K shares-4.15%2026-03-312026-04-15

Sponsored

BAB BAB4.2K shares-3.76%2026-03-312026-04-15

BRK/B BRK/B230 shares60.84%2026-03-312026-04-15

BSJR BSJR4.9K shares0.00%2026-03-312026-04-15

DELL DELL657 shares-7.85%2026-03-312026-04-15

DFAU DFAU2.4K sharesnew addition2026-03-312026-04-15

ENB ENB2.0K shares0.00%2026-03-312026-04-15

INTC INTC2.3K shares0.00%2026-03-312026-04-15

RY RY615 shares0.00%2026-03-312026-04-15

Sponsored

CMCSA CMCSA3.4K shares0.00%2026-03-312026-04-15

WMT WMT745 shares91.03%2026-03-312026-04-15

V V291 shares23.31%2026-03-312026-04-15

MMM MMM554 shares0.00%2026-03-312026-04-15

WFC WFC988 shares188.05%2026-03-312026-04-15

JPM JPM266 shares13.68%2026-03-312026-04-15

CRM CRM416 shares34.63%2026-03-312026-04-15

STNC STNC2.2K shares0.00%2026-03-312026-04-15

Sponsored

PLTR PLTR520 shares333.33%2026-03-312026-04-15

PM PM433 shares137.91%2026-03-312026-04-15

SCHV SCHV2.2K shares0.00%2026-03-312026-04-15

SCHG SCHG2.3K shares0.00%2026-03-312026-04-15

DFAI DFAI1.6K sharesnew addition2026-03-312026-04-15

DFAS DFAS890 sharesnew addition2026-03-312026-04-15

XOM XOM367 shares46.22%2026-03-312026-04-15

ACHR ACHR11.9K shares0.00%2026-03-312026-04-15

Sponsored

REET REET2.4K shares1.07%2026-03-312026-04-15

VRT VRT220 shares0.00%2026-03-312026-04-15

SUB SUB471 shares0.00%2026-03-312026-04-15

HON HON218 shares17.20%2026-03-312026-04-15

BK BK409 shares115.26%2026-03-312026-04-15

NRG NRG312 shares625.58%2026-03-312026-04-15

MCO MCO98 shares157.89%2026-03-312026-04-15

MUB MUB400 shares-8.88%2026-03-312026-04-15

Sponsored

WRB WRB635 shares136.94%2026-03-312026-04-15

BX BX366 shares0.00%2026-03-312026-04-15

DFIS DFIS1.2K sharesnew addition2026-03-312026-04-15

B B1.0K sharesnew addition2026-03-312026-04-15

TT TT94 shares36.23%2026-03-312026-04-15

XYLD XYLD1.0K shares0.00%2026-03-312026-04-15

KO KO514 shares17.35%2026-03-312026-04-15

HCA HCA80 shares100.00%2026-03-312026-04-15

Sponsored

SHYD SHYD1.7K shares9.85%2026-03-312026-04-15

TJX TJX226 shares111.21%2026-03-312026-04-15

ODFL ODFL184 shares109.09%2026-03-312026-04-15

ORCL ORCL241 shares2090.91%2026-03-312026-04-15

PNFP PNFP409 shares0.00%2026-03-312026-04-15

FSLR FSLR176 shares112.05%2026-03-312026-04-15

JNJ JNJ138 shares79.22%2026-03-312026-04-15

DFAE DFAE993 sharesnew addition2026-03-312026-04-15

Sponsored

ETD ETH1.5K sharesnew addition2026-03-312026-04-15

ABBV ABBV149 shares75.29%2026-03-312026-04-15

ITW ITW120 shares114.29%2026-03-312026-04-15

EFX EFX172 shares0.00%2026-03-312026-04-15

NXPI NXPI156 shares122.86%2026-03-312026-04-15

TFC TFC666 shares5.05%2026-03-312026-04-15

DFLV DFLV851 sharesnew addition2026-03-312026-04-15

MRK MRK250 shares0.00%2026-03-312026-04-15

Sponsored

GS GS35 shares29.63%2026-03-312026-04-15

SMH SMH77 shares0.00%2026-03-312026-04-15

AJG AJG134 shares538.10%2026-03-312026-04-15

MS MS174 shares148.57%2026-03-312026-04-15

BSJS BSJS1.3K shares0.00%2026-03-312026-04-15

BSJT BSJT1.3K shares0.00%2026-03-312026-04-15

HIG HIG208 shares156.79%2026-03-312026-04-15

CTRA CTRA800 shares81.41%2026-03-312026-04-15

Sponsored

EIX EIX378 shares80.00%2026-03-312026-04-15

MU MU80 shares166.67%2026-03-312026-04-15

FLEX FLEX410 sharesnew addition2026-03-312026-04-15

DE DE47 shares95.83%2026-03-312026-04-15

GEHC GEHC370 shares16.35%2026-03-312026-04-15

PEG PEG325 shares164.23%2026-03-312026-04-15

DFSV DFSV744 sharesnew addition2026-03-312026-04-15

DFIV DFIV491 sharesnew addition2026-03-312026-04-15

Sponsored

PG PG177 shares88.30%2026-03-312026-04-15

AXP AXP84 shares162.50%2026-03-312026-04-15

DISV DISV642 sharesnew addition2026-03-312026-04-15

CSCO CSCO326 shares0.00%2026-03-312026-04-15

APO APO226 shares186.08%2026-03-312026-04-15

KLAC KLAC17 shares88.89%2026-03-312026-04-15

CCL CCL951 shares123.76%2026-03-312026-04-15

KEYS KEYS86 shares68.63%2026-03-312026-04-15

Sponsored

ABT ABT225 shares0.00%2026-03-312026-04-15

MCD MCD74 shares311.11%2026-03-312026-04-15

EXC EXC468 shares87.95%2026-03-312026-04-15

SHOP SHOP193 shares56.91%2026-03-312026-04-15

MSI MSI52 shares205.88%2026-03-312026-04-15

FDS FDS102 shares684.62%2026-03-312026-04-15

BOTZ BOTZ660 shares0.00%2026-03-312026-04-15

SPGI SPGI51 shares537.50%2026-03-312026-04-15

Sponsored

MAR MAR66 shares135.71%2026-03-312026-04-15

D D348 shares86.10%2026-03-312026-04-15

ALLE ALLE148 shares108.45%2026-03-312026-04-15

PAYX PAYX232 shares494.87%2026-03-312026-04-15

EXPE EXPE92 shares155.56%2026-03-312026-04-15

COP COP160 shares24.03%2026-03-312026-04-15

YUM YUM134 shares152.83%2026-03-312026-04-15

SITM SITM60 shares0.00%2026-03-312026-04-15

Sponsored

HYMB HYMB830 shares20.82%2026-03-312026-04-15

SCHW SCHW214 shares0.00%2026-03-312026-04-15

LVS LVS370 shares164.29%2026-03-312026-04-15

RIG RIG3.0K shares0.00%2026-03-312026-04-15

BRO BRO305 shares643.90%2026-03-312026-04-15

CAT CAT28 shares100.00%2026-03-312026-04-15

BAC BAC404 shares84.47%2026-03-312026-04-15

PFE PFE693 shares-31.66%2026-03-312026-04-15

Sponsored

HPE HPE816 shares0.00%2026-03-312026-04-15

CBOE CBOE69 shares81.58%2026-03-312026-04-15

HWM HWM84 shares127.03%2026-03-312026-04-15

ERIE ERIE77 shares600.00%2026-03-312026-04-15

VRTX VRTX43 shares152.94%2026-03-312026-04-15

RSP RSP100 shares0.00%2026-03-312026-04-15

AMD AMD94 shares0.00%2026-03-312026-04-15

FDN FDN81 shares0.00%2026-03-312026-04-15

Sponsored

TRMB TRMB284 shares202.13%2026-03-312026-04-15

ISRG ISRG40 shares166.67%2026-03-312026-04-15

PANW PANW115 shares194.87%2026-03-312026-04-15

ADSK ADSK77 shares220.83%2026-03-312026-04-15

AVB AVB112 shares128.57%2026-03-312026-04-15

CPT CPT187 shares117.44%2026-03-312026-04-15

PPL PPL477 shares165.00%2026-03-312026-04-15

DAL DAL274 shares144.64%2026-03-312026-04-15

Sponsored

MTPLF MTPLF9.7K shares52.08%2026-03-312026-04-15

L L165 shares81.32%2026-03-312026-04-15

AME AME82 shares134.29%2026-03-312026-04-15

LMT LMT29 shares70.59%2026-03-312026-04-15

SYK SYK53 shares178.95%2026-03-312026-04-15

CVS CVS241 shares83.97%2026-03-312026-04-15

NOC NOC25 shares78.57%2026-03-312026-04-15

PZA PZA742 shares-18.55%2026-03-312026-04-15

Sponsored

WST WST68 shares106.06%2026-03-312026-04-15

ETN ETN47 shares161.11%2026-03-312026-04-15

VIG VIG78 shares0.00%2026-03-312026-04-15

UNP UNP69 shares102.94%2026-03-312026-04-15

EMR EMR126 shares147.06%2026-03-312026-04-15

MAS MAS273 shares435.29%2026-03-312026-04-15

MDT MDT187 shares87.00%2026-03-312026-04-15

VLTO VLTO182 shares188.89%2026-03-312026-04-15

Sponsored

RF RF613 shares81.36%2026-03-312026-04-15

TMO TMO32 shares100.00%2026-03-312026-04-15

YORW YORW500 shares0.00%2026-03-312026-04-15

TECH TECH291 shares99.32%2026-03-312026-04-15

SNOW SNOW100 shares0.00%2026-03-312026-04-15

SHW SHW47 shares161.11%2026-03-312026-04-15

POWA POWA173 shares0.00%2026-03-312026-04-15

EA EA73 shares73.81%2026-03-312026-04-15

Sponsored

IWY IWY60 shares0.00%2026-03-312026-04-15

CDNS CDNS52 shares108.00%2026-03-312026-04-15

TYL TYL42 shares740.00%2026-03-312026-04-15

KRE KRE220 sharesnew addition2026-03-312026-04-15

DECK DECK143 shares429.63%2026-03-312026-04-15

PFG PFG158 shares0.00%2026-03-312026-04-15

PAYC PAYC116 shares792.31%2026-03-312026-04-15

ROST ROST64 shares72.97%2026-03-312026-04-15

Sponsored

BDX BDX88 shares120.00%2026-03-312026-04-15

CTSH CTSH224 shares100.00%2026-03-312026-04-15

CMG CMG428 shares511.43%2026-03-312026-04-15

RJF RJF94 shares113.64%2026-03-312026-04-15

QCOM QCOM105 shares101.92%2026-03-312026-04-15

CPAY CPAY46 shares475.00%2026-03-312026-04-15

ANET ANET109 shares505.56%2026-03-312026-04-15

OKE OKE148 shares142.62%2026-03-312026-04-15

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GDDY GDDY160 shares700.00%2026-03-312026-04-15

WMB WMB181 shares135.06%2026-03-312026-04-15

WDAY WDAY100 shares733.33%2026-03-312026-04-15

OMC OMC172 shares104.76%2026-03-312026-04-15

FI FISV229 shares990.48%2026-03-312026-04-15

RSG RSG58 shares480.00%2026-03-312026-04-15

BWA BWA234 shares59.18%2026-03-312026-04-15

FCX FCX210 shares66.67%2026-03-312026-04-15

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ZBRA ZBRA59 shares637.50%2026-03-312026-04-15

CZR CZR461 shares127.09%2026-03-312026-04-15

BSX BSX192 shares611.11%2026-03-312026-04-15

DOC DOC733 shares107.65%2026-03-312026-04-15

GEN GEN636 shares542.42%2026-03-312026-04-15

EOG EOG82 shares412.50%2026-03-312026-04-15

URI URI16 shares433.33%2026-03-312026-04-15

F F1.0K shares0.00%2026-03-312026-04-15

Sponsored

UDR UDR330 shares98.80%2026-03-312026-04-15

QTEC QTEC50 shares0.00%2026-03-312026-04-15

UBER UBER150 shares0.00%2026-03-312026-04-15

UMBF UMBF95 shares0.00%2026-03-312026-04-15

VOO VOO17 shares30.77%2026-03-312026-04-15

ECL ECL38 shares100.00%2026-03-312026-04-15

AKAM AKAM87 shares40.32%2026-03-312026-04-15

BA BA50 sharesnew addition2026-03-312026-04-15

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ORLY ORLY105 shares0.00%2026-03-312026-04-15

PSKY PSKY1.1K shares114.08%2026-03-312026-04-15

FCRX FCRX375 shares0.00%2026-03-312026-04-15

DHI DHI68 shares94.29%2026-03-312026-04-15

VMC VMC34 shares88.89%2026-03-312026-04-15

TDY TDY15 shares150.00%2026-03-312026-04-15

ZTS ZTS75 shares294.74%2026-03-312026-04-15

MDB MDB35 sharesnew addition2026-03-312026-04-15

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TEL TEL40 shares0.00%2026-03-312026-04-15

CI CI31 shares244.44%2026-03-312026-04-15

WELL WELL41 shares141.18%2026-03-312026-04-15

WAB WAB32 shares52.38%2026-03-312026-04-15

HPQ HPQ416 shares0.00%2026-03-312026-04-15

SOLV SOLV122 shares0.00%2026-03-312026-04-15

BTBT BTBT6.0K shares0.00%2026-03-312026-04-15

PYPL PYPL172 shares681.82%2026-03-312026-04-15

Sponsored

SPG SPG41 shares156.25%2026-03-312026-04-15

SPYM SPYM97 shares102.08%2026-03-312026-04-15

CF CF55 shares44.74%2026-03-312026-04-15

EFIV EFIV113 shares0.00%2026-03-312026-04-15

BR BR43 shares330.00%2026-03-312026-04-15

WBD WBD250 shares400.00%2026-03-312026-04-15

WCC WCC25 sharesnew addition2026-03-312026-04-15

MAA MAA56 shares180.00%2026-03-312026-04-15

Sponsored

CARR CARR120 shares215.79%2026-03-312026-04-15

PTC PTC47 shares422.22%2026-03-312026-04-15

AFL AFL60 shares50.00%2026-03-312026-04-15

ICSH ICSH129 shares0.00%2026-03-312026-04-15

CTVA CTVA76 shares181.48%2026-03-312026-04-15

DIS DIS65 shares209.52%2026-03-312026-04-15

FLS FLS85 sharesnew addition2026-03-312026-04-15

SHY SHY75 shares0.00%2026-03-312026-04-15

Sponsored

GPN GPN91 shares550.00%2026-03-312026-04-15

LIN LIN12 shares200.00%2026-03-312026-04-15

QRVO QRVO76 shares0.00%2026-03-312026-04-15

VZ VZ117 shares-70.75%2026-03-312026-04-15

J J46 shares48.39%2026-03-312026-04-15

IRM IRM57 shares470.00%2026-03-312026-04-15

HSY HSY28 shares47.37%2026-03-312026-04-15

TSN TSN90 shares42.86%2026-03-312026-04-15

Sponsored

MDLZ MDLZ99 shares219.35%2026-03-312026-04-15

CHD CHD60 shares233.33%2026-03-312026-04-15

CL CL65 shares44.44%2026-03-312026-04-15

HRL HRL242 shares284.13%2026-03-312026-04-15

CHTR CHTR25 shares316.67%2026-03-312026-04-15

HUM HUM31 shares40.91%2026-03-312026-04-15

AAL AAL500 shares0.00%2026-03-312026-04-15

NWSA NWSA212 shares43.24%2026-03-312026-04-15

Sponsored

JOBY JOBY635 sharesnew addition2026-03-312026-04-15

SYY SYY73 shares180.77%2026-03-312026-04-15

KMB KMB53 shares278.57%2026-03-312026-04-15

DD DD111 shares42.31%2026-03-312026-04-15

VSNT VSNT137 sharesnew addition2026-03-312026-04-15

SJM SJM52 shares44.44%2026-03-312026-04-15

CYDY CYDY18.2K shares0.00%2026-03-312026-04-15

ADP ADP24 shares50.00%2026-03-312026-04-15

Sponsored

FIS FIS103 shares45.07%2026-03-312026-04-15

AOA AOA54 shares0.00%2026-03-312026-04-15

QTWO QTWO100 shares0.00%2026-03-312026-04-15

AVAV AVAV25 sharesnew addition2026-03-312026-04-15

LKQ LKQ154 shares258.14%2026-03-312026-04-15

GIS GIS120 shares263.64%2026-03-312026-04-15

SW SW110 shares197.30%2026-03-312026-04-15

PKG PKG20 shares53.85%2026-03-312026-04-15

Sponsored

APTV APTV60 shares42.86%2026-03-312026-04-15

MKC MKC79 shares-7.06%2026-03-312026-04-15

IWF IWF9 shares-81.25%2026-03-312026-04-15

VO VO13 sharesnew addition2026-03-312026-04-15

SOLS SOLS45 shares0.00%2026-03-312026-04-15

ALKT ALKT200 shares0.00%2026-03-312026-04-15

BKOR BKOR100 shares0.00%2026-03-312026-04-15

NXT NXT24 sharesnew addition2026-03-312026-04-15

Sponsored

CHWY CHWY100 shares0.00%2026-03-312026-04-15

ROL ROL50 shares0.00%2026-03-312026-04-15

VWO VWO48 sharesnew addition2026-03-312026-04-15

SMCI SMCI110 shares0.00%2026-03-312026-04-15

BKLN BKLN117 shares-92.57%2026-03-312026-04-15

VTI VTI7 shares0.00%2026-03-312026-04-15

FNB FNB129 shares0.00%2026-03-312026-04-15

GD GD6 sharesnew addition2026-03-312026-04-15

Sponsored

PROP PROP1.0K shares0.00%2026-03-312026-04-15

EH EH200 shares0.00%2026-03-312026-04-15

LMND LMND30 sharesnew addition2026-03-312026-04-15

WAT WAT6 sharesnew addition2026-03-312026-04-15

VRP VRP72 shares0.00%2026-03-312026-04-15

KVUE KVUE100 shares900.00%2026-03-312026-04-15

SOFI SOFI100 sharesnew addition2026-03-312026-04-15

VMBS VMBS29 shares-87.00%2026-03-312026-04-15

Sponsored

RTX RTX7 shares0.00%2026-03-312026-04-15

GLW GLW9 shares0.00%2026-03-312026-04-15

MPC MPC5 shares0.00%2026-03-312026-04-15

MLPA MLPA22 shares0.00%2026-03-312026-04-15

PEP PEP7 sharesnew addition2026-03-312026-04-15

COO COO15 shares0.00%2026-03-312026-04-15

AMGN AMGN3 shares0.00%2026-03-312026-04-15

BLK BLK1 shares0.00%2026-03-312026-04-15

Sponsored

DHR DHR5 shares0.00%2026-03-312026-04-15

IQV IQV5 shares0.00%2026-03-312026-04-15

REZI REZI25 shares0.00%2026-03-312026-04-15

NEE NEE8 sharesnew addition2026-03-312026-04-15

ZBH ZBH8 shares0.00%2026-03-312026-04-15

WM WM3 shares0.00%2026-03-312026-04-15

KD KD49 shares0.00%2026-03-312026-04-15

BETA BETA33 shares0.00%2026-03-312026-04-15

Sponsored

GTX GTX15 shares0.00%2026-03-312026-04-15

NRDE NRDE133 shares0.00%2026-03-312026-04-15

ASIX ASIX6 shares0.00%2026-03-312026-04-15

GRWG GRWG100 sharesnew addition2026-03-312026-04-15

RLFTF RLFTF77 shares0.00%2026-03-312026-04-15

CENN CENN100 shares0.00%2026-03-312026-04-15

WKHS WKHS1 shares0.00%2026-03-312026-04-15

FTPM FTPM5 shares0.00%2026-03-312026-04-15

Sponsored

AGX AGXN/A sharesnew addition2026-03-312026-04-15

ARVLF ARVLF15 shares0.00%2026-03-312026-04-15

EAT EATN/A sharesnew addition2026-03-312026-04-15

BN BNN/A sharesnew addition2026-03-312026-04-15

CLS CLSN/A sharesnew addition2026-03-312026-04-15

CWCO CWCON/A sharesnew addition2026-03-312026-04-15

STZ STZN/A sharesnew addition2026-03-312026-04-15

COST COSTN/A sharesnew addition2026-03-312026-04-15

Sponsored

CRDO CRDON/A sharesnew addition2026-03-312026-04-15

DXPE DXPEN/A sharesnew addition2026-03-312026-04-15

DFAC DFACN/A sharesnew addition2026-03-312026-04-15

EBAY EBAYN/A sharesnew addition2026-03-312026-04-15

EPD EPDN/A sharesnew addition2026-03-312026-04-15

EVBC EVBC500 shares0.00%2026-03-312026-04-15

HOG HOGN/A sharesnew addition2026-03-312026-04-15

HTGC HTGCN/A sharesnew addition2026-03-312026-04-15

Sponsored

IEXA IEXA10 shares0.00%2026-03-312026-04-15

45669R701 45669R7011 shares0.00%2026-03-312026-04-15

IIPR IIPRN/A sharesnew addition2026-03-312026-04-15

INTA INTAN/A sharesnew addition2026-03-312026-04-15

PGX PGXN/A sharesnew addition2026-03-312026-04-15

USHY USHYN/A sharesnew addition2026-03-312026-04-15

USRT USRTN/A sharesnew addition2026-03-312026-04-15

EMB EMBN/A sharesnew addition2026-03-312026-04-15

Sponsored

SHYG SHYGN/A sharesSold all2026-03-312026-04-15

AOR AORN/A sharesnew addition2026-03-312026-04-15

KGS KGSN/A sharesnew addition2026-03-312026-04-15

MRVL MRVLN/A sharesnew addition2026-03-312026-04-15

MELI MELIN/A sharesnew addition2026-03-312026-04-15

MVIS MVISN/A sharesnew addition2026-03-312026-04-15

NVO NVON/A sharesSold all2026-03-312026-04-15

OPFI OPFIN/A sharesnew addition2026-03-312026-04-15

Sponsored

PSX PSXN/A sharesnew addition2026-03-312026-04-15

SCHC SCHCN/A sharesnew addition2026-03-312026-04-15

CWB CWBN/A sharesnew addition2026-03-312026-04-15

SPTS SPTSN/A sharesnew addition2026-03-312026-04-15

SPLB SPLBN/A sharesnew addition2026-03-312026-04-15

LRN LRNN/A sharesnew addition2026-03-312026-04-15

TTOO TTOO9 shares0.00%2026-03-312026-04-15

TSM TSMN/A sharesSold all2026-03-312026-04-15

Sponsored

TGT TGTN/A sharesnew addition2026-03-312026-04-15

TM TMN/A sharesnew addition2026-03-312026-04-15

URBN URBNN/A sharesnew addition2026-03-312026-04-15

VHT VHTN/A sharesnew addition2026-03-312026-04-15

VTV VTVN/A sharesnew addition2026-03-312026-04-15

VGLT VGLTN/A sharesnew addition2026-03-312026-04-15

VCSH VCSHN/A sharesnew addition2026-03-312026-04-15

VFS VFSN/A sharesnew addition2026-03-312026-04-15

Sponsored

YELLQ YELLQ1.0K shares0.00%2026-03-312026-04-15

SPSB

15.38%

Shares634.5K

Event2026-03-31

Filed2026-04-15

SPYG

-10.84%

Shares184.9K

Event2026-03-31

Filed2026-04-15

SPYV

-9.58%

Shares319.5K

Event2026-03-31

Filed2026-04-15

SPDW

1.74%

Shares279.8K

Event2026-03-31

Filed2026-04-15

SCHM

-19.46%

Shares401.5K

Event2026-03-31

Filed2026-04-15

SPHY

26.08%

Shares491.2K

Event2026-03-31

Filed2026-04-15

SRLN

24.70%

Shares275.6K

Event2026-03-31

Filed2026-04-15

VGSH

-1.37%

Shares181.4K

Event2026-03-31

Filed2026-04-15

XLK

5.97%

Shares61.8K

Event2026-03-31

Filed2026-04-15

SCHA

3.68%

Shares272.7K

Event2026-03-31

Filed2026-04-15

SPEM

30.77%

Shares102.7K

Event2026-03-31

Filed2026-04-15

SCHP

33.22%

Shares179.5K

Event2026-03-31

Filed2026-04-15

SPMB

-1.30%

Shares210.4K

Event2026-03-31

Filed2026-04-15

XLF

49.91%

Shares93.4K

Event2026-03-31

Filed2026-04-15

VCLT

2.74%

Shares57.5K

Event2026-03-31

Filed2026-04-15

ICVT

-0.86%

Shares41.4K

Event2026-03-31

Filed2026-04-15

VSS

1.05%

Shares24.7K

Event2026-03-31

Filed2026-04-15

SPTL

2.81%

Shares124.8K

Event2026-03-31

Filed2026-04-15

GLDM

-5.70%

Shares34.5K

Event2026-03-31

Filed2026-04-15

VWOB

1.54%

Shares47.7K

Event2026-03-31

Filed2026-04-15

XLRE

-2.39%

Shares73.9K

Event2026-03-31

Filed2026-04-15

XLI

-19.28%

Shares18.3K

Event2026-03-31

Filed2026-04-15

XLV

4.03%

Shares19.4K

Event2026-03-31

Filed2026-04-15

MLPX

4.89%

Shares36.8K

Event2026-03-31

Filed2026-04-15

SJNK

12.75%

Shares99.7K

Event2026-03-31

Filed2026-04-15

FPE

1.25%

Shares138.2K

Event2026-03-31

Filed2026-04-15

FLRN

-13.99%

Shares75.1K

Event2026-03-31

Filed2026-04-15

VCIT

31.02%

Shares27.6K

Event2026-03-31

Filed2026-04-15

XLY

7.91%

Shares20.3K

Event2026-03-31

Filed2026-04-15

XLP

41.40%

Shares24.6K

Event2026-03-31

Filed2026-04-15

XLC

-26.10%

Shares17.2K

Event2026-03-31

Filed2026-04-15

XLU

45.16%

Shares31.9K

Event2026-03-31

Filed2026-04-15

MSFT

69.64%

Shares3.7K

Event2026-03-31

Filed2026-04-15

JPST

-11.49%

Shares26.1K

Event2026-03-31

Filed2026-04-15

AAPL

23.26%

Shares5.0K

Event2026-03-31

Filed2026-04-15

XLB

6.45%

Shares23.1K

Event2026-03-31

Filed2026-04-15

DUK

0.01%

Shares8.7K

Event2026-03-31

Filed2026-04-15

SCHR

-18.07%

Shares41.5K

Event2026-03-31

Filed2026-04-15

NVDA

32.68%

Shares5.3K

Event2026-03-31

Filed2026-04-15

LLY

6.35%

Shares988

Event2026-03-31

Filed2026-04-15

XLE

-39.18%

Shares14.1K

Event2026-03-31

Filed2026-04-15

0.39%

Shares2.6K

Event2026-03-31

Filed2026-04-15

VTIP

61.59%

Shares15.9K

Event2026-03-31

Filed2026-04-15

PGHY

5.56%

Shares33.0K

Event2026-03-31

Filed2026-04-15

QQQ

-0.31%

Shares971

Event2026-03-31

Filed2026-04-15

0.00%

Shares813

Event2026-03-31

Filed2026-04-15

AMZN

-0.81%

Shares2.2K

Event2026-03-31

Filed2026-04-15

VUG

0.00%

Shares975

Event2026-03-31

Filed2026-04-15

VOE

78.41%

Shares2.1K

Event2026-03-31

Filed2026-04-15

LOW

0.38%

Shares1.6K

Event2026-03-31

Filed2026-04-15

APH

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-15

AVGO

36.81%

Shares1.1K

Event2026-03-31

Filed2026-04-15

0.66%

Shares10.3K

Event2026-03-31

Filed2026-04-15

VOT

103.45%

Shares1.1K

Event2026-03-31

Filed2026-04-15

BSJQ

0.00%

Shares11.4K

Event2026-03-31

Filed2026-04-15

VGT

0.00%

Shares374

Event2026-03-31

Filed2026-04-15

AON

0.00%

Shares771

Event2026-03-31

Filed2026-04-15

64.37%

Shares835

Event2026-03-31

Filed2026-04-15

EMHY

-1.55%

Shares5.8K

Event2026-03-31

Filed2026-04-15