The Analysis of HOWE & RUSLING INC's Holdings & P&L


Currently, HOWE & RUSLING INC holds 477 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in N/A (+53.2K shares, valued at $10.5M), VCIT (+91.0K shares, valued at $7.5M), VIK (+36.8K shares, valued at $2.7M); decreased their positions in VYM (-43.3K shares, valued at $6.4M), BKNG (-701 shares, valued at $3.0M), SPY (-4.4K shares, valued at $2.9M); initiated new positions in N/A (+53.2K shares, valued at $10.5M), VIK (+36.8K shares, valued at $2.7M), N/A (+6.2K shares, valued at $717.0K).


1M P&L
+42.7M+2.72%
3M P&L
+26.9M+1.70%
HY P&L
+115.9M+7.74%

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/A508.9M
36.1%
2Banks - Diversified67.9M
4.8%
3Oil & Gas Integrated52.3M
3.7%

Top Industries by Stock Count

1N/A264 stocks
58.4%
2Utilities - Regulated Electric10 stocks
2.2%
3Semiconductors8 stocks
1.8%
Stock Holdings
VTI
VANGUARD INDEX FDS
3.82%
Shares192.9K
Event2026-03-31
Filed2026-04-28
JPM
JPMORGAN CHASE & CO
-0.28%
Shares186.3K
Event2026-03-31
Filed2026-04-28
IUSG
ISHARES TR
5.00%
Shares338.7K
Event2026-03-31
Filed2026-04-28
IVV
ISHARES TR
-1.34%
Shares80.1K
Event2026-03-31
Filed2026-04-28
VCIT
VANGUARD SCOTTSDALE FDS
17.09%
Shares623.6K
Event2026-03-31
Filed2026-04-28
BROADCOM INC
BROADCOM INC
-4.74%
Shares161.6K
Event2026-03-31
Filed2026-04-28
AAPL
APPLE INC
-0.59%
Shares166.5K
Event2026-03-31
Filed2026-04-28
GVI
ISHARES TR
5.60%
Shares394.7K
Event2026-03-31
Filed2026-04-28
XOM
EXXON MOBIL CORP
1.09%
Shares234.7K
Event2026-03-31
Filed2026-04-28
IUSV
ISHARES TR
2.71%
Shares358.8K
Event2026-03-31
Filed2026-04-28
MSFT
MICROSOFT CORP
8.29%
Shares89.9K
Event2026-03-31
Filed2026-04-28
NVDA
NVIDIA CORPORATION
0.32%
Shares183.3K
Event2026-03-31
Filed2026-04-28
AMZN
AMAZON COM INC
0.53%
Shares146.6K
Event2026-03-31
Filed2026-04-28
VCSH
VANGUARD SCOTTSDALE FDS
9.09%
Shares368.9K
Event2026-03-31
Filed2026-04-28
HON
HONEYWELL INTL INC
2.20%
Shares122.4K
Event2026-03-31
Filed2026-04-28
NEE
NEXTERA ENERGY INC
1.45%
Shares267.2K
Event2026-03-31
Filed2026-04-28
META
META PLATFORMS INC
2.64%
Shares41.6K
Event2026-03-31
Filed2026-04-28
TJX
TJX COS INC NEW
0.88%
Shares136.5K
Event2026-03-31
Filed2026-04-28
ICE
INTERCONTINENTAL EXCHANGE IN
1.26%
Shares136.3K
Event2026-03-31
Filed2026-04-28
ALPHABET INC
ALPHABET INC
0.43%
Shares72.6K
Event2026-03-31
Filed2026-04-28
PM
PHILIP MORRIS INTL INC
2.04%
Shares119.1K
Event2026-03-31
Filed2026-04-28
ABBV
ABBVIE INC
1.40%
Shares87.3K
Event2026-03-31
Filed2026-04-28
MS
MORGAN STANLEY
-2.73%
Shares94.6K
Event2026-03-31
Filed2026-04-28
PEP
PEPSICO INC
5.77%
Shares100.0K
Event2026-03-31
Filed2026-04-28
GS
GOLDMAN SACHS GROUP INC
-8.84%
Shares18.3K
Event2026-03-31
Filed2026-04-28
VYM
VANGUARD WHITEHALL FDS
-29.35%
Shares104.2K
Event2026-03-31
Filed2026-04-28
CASY
CASEYS GEN STORES INC
2.43%
Shares21.1K
Event2026-03-31
Filed2026-04-28
KO
COCA COLA CO
0.85%
Shares199.7K
Event2026-03-31
Filed2026-04-28
MCD
MCDONALDS CORP
2.22%
Shares48.8K
Event2026-03-31
Filed2026-04-28
CAT
CATERPILLAR INC
0.35%
Shares20.6K
Event2026-03-31
Filed2026-04-28
VGIT
VANGUARD SCOTTSDALE FDS
13.63%
Shares229.7K
Event2026-03-31
Filed2026-04-28
RRC
RANGE RES CORP
3.86%
Shares279.7K
Event2026-03-31
Filed2026-04-28
INTU
INTUIT
2.21%
Shares29.1K
Event2026-03-31
Filed2026-04-28
V
VISA INC
8.00%
Shares41.5K
Event2026-03-31
Filed2026-04-28
UNP
UNION PAC CORP
1.32%
Shares51.0K
Event2026-03-31
Filed2026-04-28
IJR
ISHARES TR
10.43%
Shares99.3K
Event2026-03-31
Filed2026-04-28
VWO
VANGUARD INTL EQUITY INDEX F
15.98%
Shares227.5K
Event2026-03-31
Filed2026-04-28
BAC
BANK AMERICA CORP
0.40%
Shares247.2K
Event2026-03-31
Filed2026-04-28
ELV
ELEVANCE HEALTH INC FORMERLY
23.33%
Shares38.7K
Event2026-03-31
Filed2026-04-28
MDLZ
MONDELEZ INTL INC
29.43%
Shares194.2K
Event2026-03-31
Filed2026-04-28
DTE
DTE ENERGY CO
-1.37%
Shares76.3K
Event2026-03-31
Filed2026-04-28
SYK
STRYKER CORPORATION
3.58%
Shares32.3K
Event2026-03-31
Filed2026-04-28
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
0.44%
Shares30.8K
Event2026-03-31
Filed2026-04-28
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares53.2K
Event2026-03-31
Filed2026-04-28
CCK
CROWN HLDGS INC
2.61%
Shares103.0K
Event2026-03-31
Filed2026-04-28
CME
CME GROUP INC
1.41%
Shares34.8K
Event2026-03-31
Filed2026-04-28
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
25.57%
Shares51.7K
Event2026-03-31
Filed2026-04-28
CVX
CHEVRON CORPORATION
0.41%
Shares48.7K
Event2026-03-31
Filed2026-04-28
MA
MASTERCARD INCORPORATED
2.13%
Shares19.9K
Event2026-03-31
Filed2026-04-28
MGV
VANGUARD WORLD FD
12.09%
Shares68.4K
Event2026-03-31
Filed2026-04-28
COST
COSTCO WHOLESALE CORPORATION
0.90%
Shares9.8K
Event2026-03-31
Filed2026-04-28
USHY
ISHARES TR
7.28%
Shares260.4K
Event2026-03-31
Filed2026-04-28
VO
VANGUARD INDEX FDS
4.01%
Shares32.7K
Event2026-03-31
Filed2026-04-28
CMS
CMS ENERGY CORP
0.47%
Shares114.6K
Event2026-03-31
Filed2026-04-28
APH
AMPHENOL CORP
-0.83%
Shares69.6K
Event2026-03-31
Filed2026-04-28
ASML
ASML HLDG NV
3.01%
Shares6.6K
Event2026-03-31
Filed2026-04-28
MEDTRONIC PLC
MEDTRONIC PLC
1.87%
Shares95.8K
Event2026-03-31
Filed2026-04-28
CRWD
CROWDSTRIKE HLDGS INC
4.09%
Shares21.1K
Event2026-03-31
Filed2026-04-28
EW
EDWARDS LIFESCIENCES CORP
17.89%
Shares101.2K
Event2026-03-31
Filed2026-04-28
DHR
DANAHER CORP DEL
1.40%
Shares40.2K
Event2026-03-31
Filed2026-04-28
KLAC
KLA CORP
0.82%
Shares5.2K
Event2026-03-31
Filed2026-04-28
JNJ
JOHNSON & JOHNSON
-1.68%
Shares29.5K
Event2026-03-31
Filed2026-04-28
SPY
STATE STR SPDR S&P 500 ETF T
-28.55%
Shares11.0K
Event2026-03-31
Filed2026-04-28
QCOM
QUALCOMM INC
-0.15%
Shares54.4K
Event2026-03-31
Filed2026-04-28
LHX
L3HARRIS TECHNOLOGIES INC
3.42%
Shares20.2K
Event2026-03-31
Filed2026-04-28
CDNS
CADENCE DESIGN SYSTEM INC
32.10%
Shares24.8K
Event2026-03-31
Filed2026-04-28
APD
AIR PRODUCTS AND CHEMICALS I
27.84%
Shares23.1K
Event2026-03-31
Filed2026-04-28
NSC
NORFOLK SOUTHN CORP
3.43%
Shares22.5K
Event2026-03-31
Filed2026-04-28
LAMR
LAMAR ADVERTISING CO
2.48%
Shares50.8K
Event2026-03-31
Filed2026-04-28
MU
MICRON TECHNOLOGY INC
-2.72%
Shares18.7K
Event2026-03-31
Filed2026-04-28
AMAT
APPLIED MATLS INC
-2.96%
Shares17.1K
Event2026-03-31
Filed2026-04-28
XLF
SELECT SECTOR SPDR TR
54.66%
Shares116.5K
Event2026-03-31
Filed2026-04-28
SPGI
S&P GLOBAL INC
27.64%
Shares13.2K
Event2026-03-31
Filed2026-04-28
EOG
EOG RES INC
2.31%
Shares38.7K
Event2026-03-31
Filed2026-04-28
IDXX
IDEXX LABS INC
1.78%
Shares9.8K
Event2026-03-31
Filed2026-04-28
IEFA
ISHARES TR
9.97%
Shares57.7K
Event2026-03-31
Filed2026-04-28
CELH
CELSIUS HLDGS INC
3.62%
Shares145.0K
Event2026-03-31
Filed2026-04-28
BDX
BECTON DICKINSON & CO
32.79%
Shares32.5K
Event2026-03-31
Filed2026-04-28
DIS
DISNEY WALT CO
2.59%
Shares46.8K
Event2026-03-31
Filed2026-04-28
RTX
RTX CORPORATION
-2.99%
Shares23.0K
Event2026-03-31
Filed2026-04-28
LOW
LOWES COS INC
0.03%
Shares18.8K
Event2026-03-31
Filed2026-04-28
DGRO
ISHARES TR
15.81%
Shares61.9K
Event2026-03-31
Filed2026-04-28
VRTX
VERTEX PHARMACEUTICALS INC
2.13%
Shares9.7K
Event2026-03-31
Filed2026-04-28
IQLT
ISHARES TR
14.42%
Shares90.6K
Event2026-03-31
Filed2026-04-28
XLI
SELECT SECTOR SPDR TR
67.03%
Shares25.0K
Event2026-03-31
Filed2026-04-28
XLK
SELECT SECTOR SPDR TR
-0.99%
Shares29.7K
Event2026-03-31
Filed2026-04-28
VEU
VANGUARD INTL EQUITY INDEX F
10.96%
Shares52.5K
Event2026-03-31
Filed2026-04-28
ZS
ZSCALER INC
32.66%
Shares27.9K
Event2026-03-31
Filed2026-04-28
VYMI
VANGUARD WHITEHALL FDS
12.88%
Shares40.7K
Event2026-03-31
Filed2026-04-28
MERCK & CO INC
MERCK & CO INC
4.40%
Shares23.7K
Event2026-03-31
Filed2026-04-28
VTEB
VANGUARD MUN BD FDS
162.41%
Shares55.6K
Event2026-03-31
Filed2026-04-28
CTVA
CORTEVA INC
-6.98%
Shares32.9K
Event2026-03-31
Filed2026-04-28
VIK
VIKING HOLDINGS LTD
New
Shares36.8K
Event2026-03-31
Filed2026-04-28
OEF
ISHARES TR
-0.05%
Shares8.4K
Event2026-03-31
Filed2026-04-28
XLV
SELECT SECTOR SPDR TR
243.23%
Shares17.3K
Event2026-03-31
Filed2026-04-28
SHEL
SHELL PLC
11.09%
Shares26.3K
Event2026-03-31
Filed2026-04-28
ALPHABET INC
ALPHABET INC
6.21%
Shares7.7K
Event2026-03-31
Filed2026-04-28
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares3
Event2026-03-31
Filed2026-04-28
VOE
VANGUARD INDEX FDS
17.58%
Shares11.7K
Event2026-03-31
Filed2026-04-28
SCHB
SCHWAB STRATEGIC TR
-3.66%
Shares85.0K
Event2026-03-31
Filed2026-04-28
ALNT
ALLIENT INC
-14.41%
Shares35.6K
Event2026-03-31
Filed2026-04-28
PBJ
INVESCO EXCHANGE TRADED FD T
1.51%
Shares43.0K
Event2026-03-31
Filed2026-04-28
BKNG
BOOKING HOLDINGS INC
-58.66%
Shares494
Event2026-03-31
Filed2026-04-28
HDV
ISHARES TR
9.97%
Shares13.9K
Event2026-03-31
Filed2026-04-28
AMGN
AMGEN INC
-9.82%
Shares5.1K
Event2026-03-31
Filed2026-04-28
XLY
SELECT SECTOR SPDR TR
8100.51%
Shares16.1K
Event2026-03-31
Filed2026-04-28
GEV
GE VERNOVA INC
10.65%
Shares2.0K
Event2026-03-31
Filed2026-04-28
AMD
ADVANCED MICRO DEVICES INC
354.58%
Shares8.1K
Event2026-03-31
Filed2026-04-28
CENCORA INC
CENCORA INC
-11.40%
Shares4.3K
Event2026-03-31
Filed2026-04-28
LMT
LOCKHEED MARTIN CORP
-4.09%
Shares2.2K
Event2026-03-31
Filed2026-04-28
GE AEROSPACE
GE AEROSPACE
-7.95%
Shares4.6K
Event2026-03-31
Filed2026-04-28
PG
PROCTER & GAMBLE CO
-5.98%
Shares8.9K
Event2026-03-31
Filed2026-04-28
PHYS
SPROTT ASSET MANAGEMENT LP
37.47%
Shares36.0K
Event2026-03-31
Filed2026-04-28
CSCO
CISCO SYS INC
-8.64%
Shares16.4K
Event2026-03-31
Filed2026-04-28
HD
HOME DEPOT INC
-2.87%
Shares3.9K
Event2026-03-31
Filed2026-04-28
MSI
MOTOROLA SOLUTIONS INC
19.22%
Shares2.9K
Event2026-03-31
Filed2026-04-28
DOL
WISDOMTREE TR
20.00%
Shares18.3K
Event2026-03-31
Filed2026-04-28
ROST
ROSS STORES INC
10.58%
Shares5.6K
Event2026-03-31
Filed2026-04-28
XLC
SELECT SECTOR SPDR TR
171.68%
Shares10.8K
Event2026-03-31
Filed2026-04-28
ITOT
ISHARES TR
27.71%
Shares8.4K
Event2026-03-31
Filed2026-04-28
GLD
SPDR GOLD TR
2.57%
Shares2.8K
Event2026-03-31
Filed2026-04-28
SHM
SPDR SERIES TRUST
14.78%
Shares24.6K
Event2026-03-31
Filed2026-04-28
MDY
STATE STR SPDR S&P MIDCAP 40
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-28
VANGUARD INDEX FDS
VANGUARD INDEX FDS
4.69%
Shares1.9K
Event2026-03-31
Filed2026-04-28
IEMG
ISHARES INC
9.21%
Shares15.8K
Event2026-03-31
Filed2026-04-28
MCK
MCKESSON CORP
-9.91%
Shares1.3K
Event2026-03-31
Filed2026-04-28
AEP
AMERICAN ELEC PWR CO INC
0.00%
Shares7.7K
Event2026-03-31
Filed2026-04-28
UNH
UNITEDHEALTH GROUP INC
-8.98%
Shares3.7K
Event2026-03-31
Filed2026-04-28
MMM
3M CO
-0.92%
Shares6.9K
Event2026-03-31
Filed2026-04-28
USB
US BANCORP
-2.74%
Shares19.2K
Event2026-03-31
Filed2026-04-28
VZ
VERIZON COMMUNICATIONS INC
-5.03%
Shares19.7K
Event2026-03-31
Filed2026-04-28
PFE
PFIZER INC
-15.51%
Shares34.7K
Event2026-03-31
Filed2026-04-28
AXP
AMERICAN EXPRESS CO
0.00%
Shares3.2K
Event2026-03-31
Filed2026-04-28
ADBE
ADOBE INC
-2.34%
Shares4.0K
Event2026-03-31
Filed2026-04-28
WM
WASTE MGMT INC DEL
12.01%
Shares4.1K
Event2026-03-31
Filed2026-04-28
IBM
INTERNATIONAL BUSINESS MACHS
23.46%
Shares3.8K
Event2026-03-31
Filed2026-04-28
ORCL
ORACLE CORP
-7.36%
Shares6.1K
Event2026-03-31
Filed2026-04-28
WPC
WP CAREY INC
-0.79%
Shares13.0K
Event2026-03-31
Filed2026-04-28
VTV
VANGUARD INDEX FDS
-8.77%
Shares4.5K
Event2026-03-31
Filed2026-04-28
AFL
AFLAC INC
-1.50%
Shares7.9K
Event2026-03-31
Filed2026-04-28
LLY
ELI LILLY & CO
1.21%
Shares923
Event2026-03-31
Filed2026-04-28
SCHA
SCHWAB STRATEGIC TR
-15.52%
Shares29.2K
Event2026-03-31
Filed2026-04-28
SCHD
SCHWAB STRATEGIC TR
-2.76%
Shares27.0K
Event2026-03-31
Filed2026-04-28
SO
SOUTHERN CO
-9.69%
Shares8.4K
Event2026-03-31
Filed2026-04-28
IWF
ISHARES TR
-7.52%
Shares1.8K
Event2026-03-31
Filed2026-04-28
ETR
ENTERGY CORP NEW
-1.96%
Shares6.9K
Event2026-03-31
Filed2026-04-28
VGT
VANGUARD WORLD FD
7.44%
Shares1.1K
Event2026-03-31
Filed2026-04-28
WMT
WALMART INC
-2.53%
Shares6.0K
Event2026-03-31
Filed2026-04-28
BNL
BROADSTONE NET LEASE INC
0.00%
Shares40.8K
Event2026-03-31
Filed2026-04-28
MTB
M & T BK CORP
-3.00%
Shares3.6K
Event2026-03-31
Filed2026-04-28
VGSH
VANGUARD SCOTTSDALE FDS
-36.66%
Shares12.5K
Event2026-03-31
Filed2026-04-28
QNITY ELECTRONICS INC
QNITY ELECTRONICS INC
New
Shares6.2K
Event2026-03-31
Filed2026-04-28
STZ
CONSTELLATION BRANDS INC
-16.79%
Shares4.8K
Event2026-03-31
Filed2026-04-28
INVESCO QQQ TR
INVESCO QQQ TR
-19.00%
Shares1.2K
Event2026-03-31
Filed2026-04-28
PAYX
PAYCHEX INC
-14.73%
Shares7.6K
Event2026-03-31
Filed2026-04-28
FNDX
SCHWAB STRATEGIC TR
-8.13%
Shares24.9K
Event2026-03-31
Filed2026-04-28
PPL
PPL CORP
0.00%
Shares18.0K
Event2026-03-31
Filed2026-04-28
TRNS
TRANSCAT INC
10.88%
Shares9.2K
Event2026-03-31
Filed2026-04-28
GILD
GILEAD SCIENCES INC
-0.83%
Shares4.6K
Event2026-03-31
Filed2026-04-28
COP
CONOCOPHILLIPS
-22.30%
Shares4.8K
Event2026-03-31
Filed2026-04-28
ABT
ABBOTT LABORATORIES
-3.74%
Shares6.2K
Event2026-03-31
Filed2026-04-28
NOC
NORTHROP GRUMMAN CORP
0.00%
Shares926
Event2026-03-31
Filed2026-04-28
PANW
PALO ALTO NETWORKS INC
-17.25%
Shares3.9K
Event2026-03-31
Filed2026-04-28
NFLX
NETFLIX INC.
-6.68%
Shares6.3K
Event2026-03-31
Filed2026-04-28
MO
ALTRIA GROUP INC
-5.49%
Shares9.1K
Event2026-03-31
Filed2026-04-28
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
295.25%
Shares3.1K
Event2026-03-31
Filed2026-04-28
WFC
WELLS FARGO & CO
-5.15%
Shares7.3K
Event2026-03-31
Filed2026-04-28
TRGP
TARGA RES CORP
0.00%
Shares2.3K
Event2026-03-31
Filed2026-04-28
FGD
FIRST TR EXCHANGE-TRADED FD
23.36%
Shares18.0K
Event2026-03-31
Filed2026-04-28
TXN
TEXAS INSTRS INC
0.38%
Shares2.9K
Event2026-03-31
Filed2026-04-28
OKE
ONEOK INC NEW
-2.29%
Shares6.2K
Event2026-03-31
Filed2026-04-28
EPD
ENTERPRISE PRODS PARTNERS L
0.08%
Shares14.7K
Event2026-03-31
Filed2026-04-28
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
0.00%
Shares11.7K
Event2026-03-31
Filed2026-04-28
SCHF
SCHWAB STRATEGIC TR
-23.68%
Shares21.5K
Event2026-03-31
Filed2026-04-28
TT
TRANE TECHNOLOGIES PLC
-5.34%
Shares1.3K
Event2026-03-31
Filed2026-04-28
NEM
NEWMONT CORP
-4.67%
Shares4.9K
Event2026-03-31
Filed2026-04-28
IWM
ISHARES TR
-1.18%
Shares2.1K
Event2026-03-31
Filed2026-04-28
SWKS
SKYWORKS SOLUTIONS INC
-7.66%
Shares9.6K
Event2026-03-31
Filed2026-04-28
DIA
STATE STR SPDR DOW JONES IND
-15.23%
Shares1.1K
Event2026-03-31
Filed2026-04-28
PKG
PACKAGING CORP AMER
-0.16%
Shares2.4K
Event2026-03-31
Filed2026-04-28
TFC
TRUIST FINL CORP
-1.51%
Shares11.0K
Event2026-03-31
Filed2026-04-28
PEG
PUBLIC SVC ENTERPRISE GROUP
-7.63%
Shares6.1K
Event2026-03-31
Filed2026-04-28
T
AT&T INC
16.75%
Shares16.9K
Event2026-03-31
Filed2026-04-28
DAR
DARLING INGREDIENTS INC
-32.07%
Shares7.8K
Event2026-03-31
Filed2026-04-28
VEA
VANGUARD TAX-MANAGED FDS
-1.90%
Shares7.4K
Event2026-03-31
Filed2026-04-28
IBKR
INTERACTIVE BROKERS GROUP IN
68.28%
Shares7.1K
Event2026-03-31
Filed2026-04-28
TSLA
TESLA INC
1.85%
Shares1.3K
Event2026-03-31
Filed2026-04-28
GWW
WW GRAINGER INC
0.70%
Shares431
Event2026-03-31
Filed2026-04-28
MGK
VANGUARD WORLD FD
0.08%
Shares1.3K
Event2026-03-31
Filed2026-04-28
SCHI
SCHWAB STRATEGIC TR
-16.28%
Shares20.4K
Event2026-03-31
Filed2026-04-28
NBTB
NBT BANCORP INC
0.00%
Shares10.8K
Event2026-03-31
Filed2026-04-28
IXUS
ISHARES TR
6.00%
Shares5.2K
Event2026-03-31
Filed2026-04-28
PGR
PROGRESSIVE CORP
52.12%
Shares2.3K
Event2026-03-31
Filed2026-04-28
PHO
INVESCO EXCHANGE TRADED FD T
1.54%
Shares6.6K
Event2026-03-31
Filed2026-04-28
MUSA
MURPHY USA INC
-3.90%
Shares888
Event2026-03-31
Filed2026-04-28
GLW
CORNING INC
-4.14%
Shares3.1K
Event2026-03-31
Filed2026-04-28
RY
ROYAL BK CDA
-5.57%
Shares2.6K
Event2026-03-31
Filed2026-04-28
EWJ
ISHARES INC
38.36%
Shares5.0K
Event2026-03-31
Filed2026-04-28
EMR
EMERSON ELEC CO
-2.64%
Shares3.2K
Event2026-03-31
Filed2026-04-28
IDA
IDACORP INC
-2.00%
Shares2.9K
Event2026-03-31
Filed2026-04-28
ADI
ANALOG DEVICES INC
-0.46%
Shares1.3K
Event2026-03-31
Filed2026-04-28
SHW
SHERWIN WILLIAMS CO
-1.07%
Shares1.3K
Event2026-03-31
Filed2026-04-28
SOLSTICE ADVANCED MATLS INC
SOLSTICE ADVANCED MATLS INC
-51.87%
Shares5.4K
Event2026-03-31
Filed2026-04-28
BOOT
BOOT BARN HLDGS INC
45.88%
Shares2.8K
Event2026-03-31
Filed2026-04-28
BA
BOEING CO
2.48%
Shares2.0K
Event2026-03-31
Filed2026-04-28
DOW
DOW HLDGS INC
-2.39%
Shares9.6K
Event2026-03-31
Filed2026-04-28
CAH
CARDINAL HEALTH INC
-2.71%
Shares1.8K
Event2026-03-31
Filed2026-04-28
IUSB
ISHARES TR
-3.60%
Shares8.0K
Event2026-03-31
Filed2026-04-28
PLTR
PALANTIR TECHNOLOGIES INC
1.24%
Shares2.5K
Event2026-03-31
Filed2026-04-28
IWN
ISHARES TR
-7.83%
Shares1.9K
Event2026-03-31
Filed2026-04-28
ICLN
ISHARES TR
6.41%
Shares19.9K
Event2026-03-31
Filed2026-04-28
EXTR
EXTREME NETWORKS INC
15.21%
Shares24.1K
Event2026-03-31
Filed2026-04-28
LPX
LOUISIANA PAC CORP
8.87%
Shares5.0K
Event2026-03-31
Filed2026-04-28
SYY
SYSCO CORP
62.78%
Shares5.1K
Event2026-03-31
Filed2026-04-28
XLRE
SELECT SECTOR SPDR TR
30.27%
Shares8.8K
Event2026-03-31
Filed2026-04-28
TGT
TARGET CORP
3.15%
Shares3.0K
Event2026-03-31
Filed2026-04-28
DORM
DORMAN PRODS INC
32.27%
Shares3.4K
Event2026-03-31
Filed2026-04-28
VUG
VANGUARD INDEX FDS
1.13%
Shares808
Event2026-03-31
Filed2026-04-28
BCO
BRINKS CO
New
Shares3.4K
Event2026-03-31
Filed2026-04-28
LOB
LIVE OAK BANCSHARES INC
-10.56%
Shares10.5K
Event2026-03-31
Filed2026-04-28
GPC
GENUINE PARTS CO
-35.79%
Shares3.3K
Event2026-03-31
Filed2026-04-28
USPH
U S PHYSICAL THERAPY
-8.47%
Shares4.5K
Event2026-03-31
Filed2026-04-28
MPC
MARATHON PETE CORP
-1.80%
Shares1.4K
Event2026-03-31
Filed2026-04-28
ARLP
ALLIANCE RESOURCE PARTNERS L
0.00%
Shares12.0K
Event2026-03-31
Filed2026-04-28
TLT
ISHARES TR
-13.11%
Shares3.8K
Event2026-03-31
Filed2026-04-28
BMY
BRISTOL-MYERS SQUIBB CO
-1.46%
Shares5.4K
Event2026-03-31
Filed2026-04-28
CXT
CRANE NXT CO
20.30%
Shares8.1K
Event2026-03-31
Filed2026-04-28
EPAC
ENERPAC TOOL GROUP CORP
15.75%
Shares8.9K
Event2026-03-31
Filed2026-04-28
XLP
SELECT SECTOR SPDR TR
9.64%
Shares3.9K
Event2026-03-31
Filed2026-04-28
REGN
REGENERON PHARMACEUTICALS
-4.15%
Shares416
Event2026-03-31
Filed2026-04-28
SCHX
SCHWAB STRATEGIC TR
-76.58%
Shares12.5K
Event2026-03-31
Filed2026-04-28
IWD
ISHARES TR
13.86%
Shares1.5K
Event2026-03-31
Filed2026-04-28
KMB
KIMBERLY-CLARK CORP
New
Shares3.3K
Event2026-03-31
Filed2026-04-28
VGK
VANGUARD INTL EQUITY INDEX F
-23.88%
Shares3.8K
Event2026-03-31
Filed2026-04-28
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
15.71%
Shares3.2K
Event2026-03-31
Filed2026-04-28
EATON CORP PLC
EATON CORP PLC
-8.30%
Shares873
Event2026-03-31
Filed2026-04-28
CL
COLGATE PALMOLIVE CO
-0.19%
Shares3.7K
Event2026-03-31
Filed2026-04-28
CSW
CSW INDUSTRIALS INC
38.90%
Shares1.2K
Event2026-03-31
Filed2026-04-28
ISRG
INTUITIVE SURGICAL INC
-1.76%
Shares668
Event2026-03-31
Filed2026-04-28
AGCO
AGCO CORP
-6.86%
Shares2.6K
Event2026-03-31
Filed2026-04-28
BDC
BELDEN INC
-7.23%
Shares2.6K
Event2026-03-31
Filed2026-04-28
AWI
ARMSTRONG WORLD INDS INC NEW
7.09%
Shares1.8K
Event2026-03-31
Filed2026-04-28
BLES
NORTHERN LTS FD TR IV
0.00%
Shares6.5K
Event2026-03-31
Filed2026-04-28
XEL
XCEL ENERGY INC
0.17%
Shares3.6K
Event2026-03-31
Filed2026-04-28
AMT
AMERICAN TOWER CORP
-1.42%
Shares1.7K
Event2026-03-31
Filed2026-04-28
IAUM
ISHARES GOLD TR
0.00%
Shares6.1K
Event2026-03-31
Filed2026-04-28
MSA
MSA SAFETY INC
-6.94%
Shares1.7K
Event2026-03-31
Filed2026-04-28
ROK
ROCKWELL AUTOMATION INC
0.00%
Shares788
Event2026-03-31
Filed2026-04-28
ALL
ALLSTATE CORP
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-28
GBTC
GRAYSCALE BITCOIN TRUST ETF
0.00%
Shares5.2K
Event2026-03-31
Filed2026-04-28
AJG
GALLAGHER ARTHUR J & CO
36.16%
Shares1.3K
Event2026-03-31
Filed2026-04-28
SDY
SPDR SERIES TRUST
-4.93%
Shares1.9K
Event2026-03-31
Filed2026-04-28
XLB
SELECT SECTOR SPDR TR
8.44%
Shares5.4K
Event2026-03-31
Filed2026-04-28
SMDV
PROSHARES TR
22.17%
Shares3.9K
Event2026-03-31
Filed2026-04-28
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares550
Event2026-03-31
Filed2026-04-28
NVS
NOVARTIS AG
-10.07%
Shares1.7K
Event2026-03-31
Filed2026-04-28
GEHC
GE HEALTHCARE TECHNOLOGIES I
New
Shares3.6K
Event2026-03-31
Filed2026-04-28
DSI
ISHARES TR
0.43%
Shares2.1K
Event2026-03-31
Filed2026-04-28
CPB
THE CAMPBELLS COMPANY
0.00%
Shares11.5K
Event2026-03-31
Filed2026-04-28
SCL
STEPAN CO
-6.90%
Shares5.1K
Event2026-03-31
Filed2026-04-28
NOW
SERVICENOW INC
-20.07%
Shares2.4K
Event2026-03-31
Filed2026-04-28
VIG
VANGUARD SPECIALIZED FUNDS
-12.41%
Shares1.1K
Event2026-03-31
Filed2026-04-28
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
-2.50%
Shares2.1K
Event2026-03-31
Filed2026-04-28
A
AGILENT TECHNOLOGIES INC
New
Shares2.1K
Event2026-03-31
Filed2026-04-28
IYT
ISHARES TR
0.00%
Shares3.2K
Event2026-03-31
Filed2026-04-28
MOD
MODINE MFG CO
-54.54%
Shares1.1K
Event2026-03-31
Filed2026-04-28
MCO
MOODYS CORP
-0.54%
Shares552
Event2026-03-31
Filed2026-04-28
MEI
METHODE ELECTRS INC
-12.67%
Shares43.5K
Event2026-03-31
Filed2026-04-28
EA
ELECTRONIC ARTS INC
-0.42%
Shares1.2K
Event2026-03-31
Filed2026-04-28
CMCSA
COMCAST CORP NEW
-1.40%
Shares8.3K
Event2026-03-31
Filed2026-04-28
SMH
VANECK ETF TRUST
4.26%
Shares612
Event2026-03-31
Filed2026-04-28
FNDA
SCHWAB STRATEGIC TR
-17.62%
Shares7.2K
Event2026-03-31
Filed2026-04-28
LAM RESEARCH CORP
LAM RESEARCH CORP
New
Shares1.1K
Event2026-03-31
Filed2026-04-28
AEIS
ADVANCED ENERGY INDS
-57.82%
Shares707
Event2026-03-31
Filed2026-04-28
EFSI
EAGLE FINL SVCS INC
0.00%
Shares6.5K
Event2026-03-31
Filed2026-04-28
XLE
SELECT SECTOR SPDR TR
86.72%
Shares3.7K
Event2026-03-31
Filed2026-04-28
SPTS
SPDR SERIES TRUST
0.64%
Shares7.7K
Event2026-03-31
Filed2026-04-28
VV
VANGUARD INDEX FDS
0.13%
Shares754
Event2026-03-31
Filed2026-04-28
DG
DOLLAR GEN CORP
New
Shares1.9K
Event2026-03-31
Filed2026-04-28
SCHO
SCHWAB STRATEGIC TR
-45.23%
Shares9.2K
Event2026-03-31
Filed2026-04-28
TSCO
TRACTOR SUPPLY CO
New
Shares4.9K
Event2026-03-31
Filed2026-04-28
VB
VANGUARD INDEX FDS
-36.64%
Shares849
Event2026-03-31
Filed2026-04-28
SOLV
SOLVENTUM CORP
0.03%
Shares3.4K
Event2026-03-31
Filed2026-04-28
BSV
VANGUARD BD INDEX FDS
0.00%
Shares2.8K
Event2026-03-31
Filed2026-04-28
IBIT
ISHARES BITCOIN TRUST ETF
New
Shares5.7K
Event2026-03-31
Filed2026-04-28
AGG
ISHARES TR
-60.98%
Shares2.2K
Event2026-03-31
Filed2026-04-28
ATO
ATMOS ENERGY CORP
New
Shares1.2K
Event2026-03-31
Filed2026-04-28
CTAS
CINTAS CORP
-1.01%
Shares1.3K
Event2026-03-31
Filed2026-04-28
APP
APPLOVIN CORP
-1.82%
Shares540
Event2026-03-31
Filed2026-04-28
SGOV
ISHARES TR
New
Shares2.1K
Event2026-03-31
Filed2026-04-28
TM
TOYOTA MOTOR CORP
-2.29%
Shares1.0K
Event2026-03-31
Filed2026-04-28
GDX
VANECK ETF TRUST
23.28%
Shares2.3K
Event2026-03-31
Filed2026-04-28
SCMB
SCHWAB STRATEGIC TR
0.00%
Shares8.2K
Event2026-03-31
Filed2026-04-28
INTC
INTEL CORP
-26.74%
Shares4.7K
Event2026-03-31
Filed2026-04-28
CARR
CARRIER GLOBAL CORPORATION
New
Shares3.6K
Event2026-03-31
Filed2026-04-28
SHE
SPDR SERIES TRUST
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-28
REGL
PROSHARES TR
23.75%
Shares2.3K
Event2026-03-31
Filed2026-04-28
FNDF
SCHWAB STRATEGIC TR
-17.89%
Shares4.0K
Event2026-03-31
Filed2026-04-28
VEGN
ETF SER SOLUTIONS
0.00%
Shares3.4K
Event2026-03-31
Filed2026-04-28
PWV
INVESCO EXCHANGE TRADED FD T
0.00%
Shares2.7K
Event2026-03-31
Filed2026-04-28
AIQ
GLOBAL X FDS
0.00%
Shares4.0K
Event2026-03-31
Filed2026-04-28
QUAL
ISHARES TR
5.22%
Shares948
Event2026-03-31
Filed2026-04-28
DFUV
DIMENSIONAL ETF TRUST
0.00%
Shares3.7K
Event2026-03-31
Filed2026-04-28
FCOM
FIDELITY COVINGTON TRUST
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-28
IBB
ISHARES TR
80.25%
Shares1.0K
Event2026-03-31
Filed2026-04-28
FTEC
FIDELITY COVINGTON TRUST
-11.48%
Shares779
Event2026-03-31
Filed2026-04-28
GDXJ
VANECK ETF TRUST
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-28
IAGG
ISHARES TR
New
Shares3.2K
Event2026-03-31
Filed2026-04-28
VIS
VANGUARD WORLD FD
New
Shares501
Event2026-03-31
Filed2026-04-28
SCHE
SCHWAB STRATEGIC TR
-52.85%
Shares4.6K
Event2026-03-31
Filed2026-04-28
CLM
CORNERSTONE STRATEGIC INVEST
New
Shares20.1K
Event2026-03-31
Filed2026-04-28
IMCB
ISHARES TR
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-28
IWB
ISHARES TR
0.00%
Shares390
Event2026-03-31
Filed2026-04-28
PUTNAM ETF TRUST
PUTNAM ETF TRUST
0.00%
Shares17.1K
Event2026-03-31
Filed2026-04-28
PBW
INVESCO EXCHANGE TRADED FD T
10.89%
Shares4.0K
Event2026-03-31
Filed2026-04-28
FHLC
FIDELITY COVINGTON TRUST
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-28
FNCL
FIDELITY COVINGTON TRUST
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-28
IEF
ISHARES TR
-70.69%
Shares1.3K
Event2026-03-31
Filed2026-04-28
EFA
ISHARES TR
59.60%
Shares1.2K
Event2026-03-31
Filed2026-04-28
LUMN
LUMEN TECHNOLOGIES INC
1.28%
Shares16.5K
Event2026-03-31
Filed2026-04-28
SUSA
ISHARES TR
0.00%
Shares850
Event2026-03-31
Filed2026-04-28
BUXX
EA SERIES TRUST
New
Shares5.5K
Event2026-03-31
Filed2026-04-28
FXG
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-28
SCHV
SCHWAB STRATEGIC TR
1.44%
Shares3.5K
Event2026-03-31
Filed2026-04-28
ISMD
NORTHERN LTS FD TR IV
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-28
RFG
INVESCO EXCHANGE TRADED FD T
-29.25%
Shares1.9K
Event2026-03-31
Filed2026-04-28
VTHR
VANGUARD SCOTTSDALE FDS
-5.92%
Shares334
Event2026-03-31
Filed2026-04-28
IWP
ISHARES TR
-67.84%
Shares748
Event2026-03-31
Filed2026-04-28
IWV
ISHARES TR
-2.70%
Shares252
Event2026-03-31
Filed2026-04-28
FSTA
FIDELITY COVINGTON TRUST
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-28
VPL
VANGUARD INTL EQUITY INDEX F
0.00%
Shares914
Event2026-03-31
Filed2026-04-28
VNQ
VANGUARD INDEX FDS
0.00%
Shares982
Event2026-03-31
Filed2026-04-28
FNDC
SCHWAB STRATEGIC TR
-0.37%
Shares1.9K
Event2026-03-31
Filed2026-04-28
EFAV
ISHARES TR
1.29%
Shares943
Event2026-03-31
Filed2026-04-28
SPTM
SPDR SERIES TRUST
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-28
BIL
SPDR SERIES TRUST
-16.57%
Shares886
Event2026-03-31
Filed2026-04-28
BWX
SPDR SERIES TRUST
0.00%
Shares3.7K
Event2026-03-31
Filed2026-04-28
ACWX
ISHARES TR
-38.42%
Shares1.1K
Event2026-03-31
Filed2026-04-28
SMOG
VANECK ETF TRUST
0.00%
Shares563
Event2026-03-31
Filed2026-04-28
DFAC
DIMENSIONAL ETF TRUST
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-28
DRLL
EA SERIES TRUST
New
Shares1.9K
Event2026-03-31
Filed2026-04-28
IHI
ISHARES TR
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-28
SPYG
SPDR SERIES TRUST
-37.97%
Shares750
Event2026-03-31
Filed2026-04-28
RSPG
INVESCO EXCHANGE TRADED FD T
0.00%
Shares659
Event2026-03-31
Filed2026-04-28
VTWO
VANGUARD SCOTTSDALE FDS
-28.43%
Shares710
Event2026-03-31
Filed2026-04-28
VT
VANGUARD INTL EQUITY INDEX F
0.99%
Shares511
Event2026-03-31
Filed2026-04-28
DFAT
DIMENSIONAL ETF TRUST
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-28
SCHR
SCHWAB STRATEGIC TR
-48.35%
Shares2.7K
Event2026-03-31
Filed2026-04-28
SCHJ
SCHWAB STRATEGIC TR
0.00%
Shares2.7K
Event2026-03-31
Filed2026-04-28
BND
VANGUARD BD INDEX FDS
30.19%
Shares884
Event2026-03-31
Filed2026-04-28
MUB
ISHARES TR
0.00%
Shares612
Event2026-03-31
Filed2026-04-28
HEZU
ISHARES TR
-20.54%
Shares1.4K
Event2026-03-31
Filed2026-04-28
VSS
VANGUARD INTL EQUITY INDEX F
0.00%
Shares426
Event2026-03-31
Filed2026-04-28
RSPS
INVESCO EXCHANGE TRADED FD T
0.24%
Shares2.1K
Event2026-03-31
Filed2026-04-28
VPU
VANGUARD WORLD FD
0.00%
Shares310
Event2026-03-31
Filed2026-04-28
EWU
ISHARES TR
New
Shares1.3K
Event2026-03-31
Filed2026-04-28
ACWV
ISHARES INC
New
Shares512
Event2026-03-31
Filed2026-04-28
IJH
ISHARES TR
1155.38%
Shares816
Event2026-03-31
Filed2026-04-28
SLI
STANDARD LITHIUM LTD
-20.00%
Shares16.0K
Event2026-03-31
Filed2026-04-28
IWS
ISHARES TR
0.00%
Shares361
Event2026-03-31
Filed2026-04-28
SPHY
SPDR SERIES TRUST
-4.85%
Shares2.2K
Event2026-03-31
Filed2026-04-28
SPYD
SPDR SERIES TRUST
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-28
MBB
ISHARES TR
-25.39%
Shares526
Event2026-03-31
Filed2026-04-28
XBI
SPDR SERIES TRUST
-11.47%
Shares386
Event2026-03-31
Filed2026-04-28
VBR
VANGUARD INDEX FDS
New
Shares225
Event2026-03-31
Filed2026-04-28
SPHQ
INVESCO EXCHANGE TRADED FD T
0.00%
Shares611
Event2026-03-31
Filed2026-04-28
VCR
VANGUARD WORLD FD
0.00%
Shares119
Event2026-03-31
Filed2026-04-28
SKYY
FIRST TR EXCHANGE-TRADED FD
New
Shares383
Event2026-03-31
Filed2026-04-28
SIXG
ETF SER SOLUTIONS
0.00%
Shares600
Event2026-03-31
Filed2026-04-28
PFF
ISHARES TR
-9.48%
Shares1.3K
Event2026-03-31
Filed2026-04-28
MGC
VANGUARD WORLD FD
-30.49%
Shares171
Event2026-03-31
Filed2026-04-28
BIV
VANGUARD BD INDEX FDS
0.00%
Shares511
Event2026-03-31
Filed2026-04-28
DXJ
WISDOMTREE TR
0.00%
Shares247
Event2026-03-31
Filed2026-04-28
EWL
ISHARES INC
New
Shares664
Event2026-03-31
Filed2026-04-28
PFFD
GLOBAL X FDS
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-28
EFRA
ISHARES TR
New
Shares1.0K
Event2026-03-31
Filed2026-04-28
IGM
ISHARES TR
0.00%
Shares300
Event2026-03-31
Filed2026-04-28
BAC-PL
BANK AMERICA CORP
0.00%
Shares28
Event2026-03-31
Filed2026-04-28
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-29.61%
Shares725
Event2026-03-31
Filed2026-04-28
SCYB
SCHWAB STRATEGIC TR
-39.10%
Shares1.3K
Event2026-03-31
Filed2026-04-28
FDIS
FIDELITY COVINGTON TRUST
-70.81%
Shares343
Event2026-03-31
Filed2026-04-28
RYLD
GLOBAL X FDS
0.00%
Shares2.1K
Event2026-03-31
Filed2026-04-28
EFV
ISHARES TR
-45.33%
Shares410
Event2026-03-31
Filed2026-04-28
ESGE
ISHARES INC
0.00%
Shares668
Event2026-03-31
Filed2026-04-28
MTUM
ISHARES TR
0.00%
Shares126
Event2026-03-31
Filed2026-04-28
VAW
VANGUARD WORLD FD
New
Shares133
Event2026-03-31
Filed2026-04-28
ERTH
INVESCO EXCHANGE TRADED FD T
0.00%
Shares631
Event2026-03-31
Filed2026-04-28
ARTY
ISHARES TR
0.00%
Shares625
Event2026-03-31
Filed2026-04-28
VDC
VANGUARD WORLD FD
137.04%
Shares128
Event2026-03-31
Filed2026-04-28
PAVE
GLOBAL X FDS
-4.61%
Shares538
Event2026-03-31
Filed2026-04-28
EPP
ISHARES INC
New
Shares500
Event2026-03-31
Filed2026-04-28
DVYE
ISHARES INC
New
Shares770
Event2026-03-31
Filed2026-04-28
IEO
ISHARES TR
0.00%
Shares202
Event2026-03-31
Filed2026-04-28
SCHG
SCHWAB STRATEGIC TR
12.50%
Shares864
Event2026-03-31
Filed2026-04-28
DFAS
DIMENSIONAL ETF TRUST
0.00%
Shares353
Event2026-03-31
Filed2026-04-28
IEI
ISHARES TR
111.00%
Shares211
Event2026-03-31
Filed2026-04-28
VOX
VANGUARD WORLD FD
0.00%
Shares136
Event2026-03-31
Filed2026-04-28
IVW
ISHARES TR
-17.05%
Shares214
Event2026-03-31
Filed2026-04-28
DFIS
DIMENSIONAL ETF TRUST
-9.48%
Shares716
Event2026-03-31
Filed2026-04-28
PROP
PRAIRIE OPER CO
0.00%
Shares11.7K
Event2026-03-31
Filed2026-04-28
IJJ
ISHARES TR
3.53%
Shares176
Event2026-03-31
Filed2026-04-28
DFAI
DIMENSIONAL ETF TRUST
0.00%
Shares598
Event2026-03-31
Filed2026-04-28
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-50.22%
Shares456
Event2026-03-31
Filed2026-04-28
SLVP
ISHARES INC
New
Shares600
Event2026-03-31
Filed2026-04-28
EWC
ISHARES INC
New
Shares388
Event2026-03-31
Filed2026-04-28
USMV
ISHARES TR
-45.24%
Shares213
Event2026-03-31
Filed2026-04-28
EFG
ISHARES TR
0.00%
Shares173
Event2026-03-31
Filed2026-04-28
DFAE
DIMENSIONAL ETF TRUST
-14.68%
Shares558
Event2026-03-31
Filed2026-04-28
ICF
ISHARES TR
0.00%
Shares300
Event2026-03-31
Filed2026-04-28
VDE
VANGUARD WORLD FD
0.95%
Shares106
Event2026-03-31
Filed2026-04-28
IGV
ISHARES TR
New
Shares218
Event2026-03-31
Filed2026-04-28
XLU
SELECT SECTOR SPDR TR
-12.11%
Shares370
Event2026-03-31
Filed2026-04-28
DFIV
DIMENSIONAL ETF TRUST
0.00%
Shares313
Event2026-03-31
Filed2026-04-28
SCHH
SCHWAB STRATEGIC TR
-93.16%
Shares748
Event2026-03-31
Filed2026-04-28
STRV
EA SERIES TRUST
New
Shares371
Event2026-03-31
Filed2026-04-28
DVY
ISHARES TR
0.00%
Shares100
Event2026-03-31
Filed2026-04-28
SCHC
SCHWAB STRATEGIC TR
-51.04%
Shares305
Event2026-03-31
Filed2026-04-28
NLR
VANECK ETF TRUST
33.75%
Shares107
Event2026-03-31
Filed2026-04-28
SMLF
ISHARES TR
0.00%
Shares185
Event2026-03-31
Filed2026-04-28
EDV
VANGUARD WORLD FD
0.00%
Shares200
Event2026-03-31
Filed2026-04-28
VOT
VANGUARD INDEX FDS
0.00%
Shares50
Event2026-03-31
Filed2026-04-28
SCHK
SCHWAB STRATEGIC TR
19.47%
Shares405
Event2026-03-31
Filed2026-04-28
EWD
ISHARES INC
New
Shares251
Event2026-03-31
Filed2026-04-28
WFC-PL
WELLS FARGO & CO
0.00%
Shares10
Event2026-03-31
Filed2026-04-28
VONG
VANGUARD SCOTTSDALE FDS
0.00%
Shares104
Event2026-03-31
Filed2026-04-28
VEGI
ISHARES INC
New
Shares250
Event2026-03-31
Filed2026-04-28
SCZ
ISHARES TR
-5.84%
Shares129
Event2026-03-31
Filed2026-04-28
IXN
ISHARES TR
-43.37%
Shares94
Event2026-03-31
Filed2026-04-28
URA
GLOBAL X FDS
0.00%
Shares192
Event2026-03-31
Filed2026-04-28
SIL
GLOBAL X FDS
0.00%
Shares100
Event2026-03-31
Filed2026-04-28
VIGI
VANGUARD WHITEHALL FDS
0.00%
Shares100
Event2026-03-31
Filed2026-04-28
PKB
INVESCO EXCHANGE TRADED FD T
0.00%
Shares90
Event2026-03-31
Filed2026-04-28
SCHP
SCHWAB STRATEGIC TR
-91.38%
Shares324
Event2026-03-31
Filed2026-04-28
MDYV
SPDR SERIES TRUST
0.00%
Shares93
Event2026-03-31
Filed2026-04-28
FQAL
FIDELITY COVINGTON TRUST
1.02%
Shares99
Event2026-03-31
Filed2026-04-28
FSMD
FIDELITY COVINGTON TRUST
0.00%
Shares155
Event2026-03-31
Filed2026-04-28
XMMO
INVESCO EXCHANGE TRADED FD T
0.00%
Shares47
Event2026-03-31
Filed2026-04-28
XOP
SPDR SERIES TRUST
0.00%
Shares35
Event2026-03-31
Filed2026-04-28
IDV
ISHARES TR
0.00%
Shares141
Event2026-03-31
Filed2026-04-28
PICK
ISHARES INC
0.00%
Shares106
Event2026-03-31
Filed2026-04-28
VFH
VANGUARD WORLD FD
-50.00%
Shares49
Event2026-03-31
Filed2026-04-28
DEM
WISDOMTREE TR
0.00%
Shares105
Event2026-03-31
Filed2026-04-28
IDEV
ISHARES TR
New
Shares55
Event2026-03-31
Filed2026-04-28
FNDE
SCHWAB STRATEGIC TR
-92.33%
Shares116
Event2026-03-31
Filed2026-04-28
FDMO
FIDELITY COVINGTON TRUST
New
Shares55
Event2026-03-31
Filed2026-04-28
EBND
SPDR SERIES TRUST
-0.99%
Shares201
Event2026-03-31
Filed2026-04-28
GAB
GABELLI EQUITY TR INC
New
Shares728
Event2026-03-31
Filed2026-04-28
DFEV
DIMENSIONAL ETF TRUST
0.00%
Shares112
Event2026-03-31
Filed2026-04-28
RSPH
INVESCO EXCHANGE TRADED FD T
0.00%
Shares126
Event2026-03-31
Filed2026-04-28
IJT
ISHARES TR
0.00%
Shares25
Event2026-03-31
Filed2026-04-28
RING
ISHARES INC
New
Shares45
Event2026-03-31
Filed2026-04-28
IPAC
ISHARES TR
0.00%
Shares44
Event2026-03-31
Filed2026-04-28
IJK
ISHARES TR
0.00%
Shares31
Event2026-03-31
Filed2026-04-28
EEM
ISHARES TR
0.00%
Shares50
Event2026-03-31
Filed2026-04-28
XTL
SPDR SERIES TRUST
New
Shares15
Event2026-03-31
Filed2026-04-28
CIBR
FIRST TR EXCHANGE-TRADED FD
462.50%
Shares45
Event2026-03-31
Filed2026-04-28
EQRR
PROSHARES TR
New
Shares40
Event2026-03-31
Filed2026-04-28
FELC
FIDELITY COVINGTON TRUST
New
Shares76
Event2026-03-31
Filed2026-04-28
RSPT
INVESCO EXCHANGE TRADED FD T
0.00%
Shares60
Event2026-03-31
Filed2026-04-28
AFK
VANECK ETF TRUST
New
Shares103
Event2026-03-31
Filed2026-04-28
GOVT
ISHARES TR
-87.30%
Shares101
Event2026-03-31
Filed2026-04-28
FDVV
FIDELITY COVINGTON TRUST
0.00%
Shares42
Event2026-03-31
Filed2026-04-28
SLYV
SPDR SERIES TRUST
0.00%
Shares24
Event2026-03-31
Filed2026-04-28
BLV
VANGUARD BD INDEX FDS
-93.00%
Shares24
Event2026-03-31
Filed2026-04-28
VMBS
VANGUARD SCOTTSDALE FDS
0.00%
Shares35
Event2026-03-31
Filed2026-04-28
FDEM
FIDELITY COVINGTON TRUST
0.00%
Shares52
Event2026-03-31
Filed2026-04-28
ISCF
ISHARES TR
0.00%
Shares39
Event2026-03-31
Filed2026-04-28
HYMB
SPDR SERIES TRUST
0.00%
Shares48
Event2026-03-31
Filed2026-04-28
DLS
WISDOMTREE TR
0.00%
Shares14
Event2026-03-31
Filed2026-04-28
SPYM
SPDR SERIES TRUST
0.00%
Shares8
Event2026-03-31
Filed2026-04-28
EMB
ISHARES TR
0.00%
Shares5
Event2026-03-31
Filed2026-04-28
IHF
ISHARES TR
100.00%
Shares6
Event2026-03-31
Filed2026-04-28
GABELLI EQUITY TR INC
GABELLI EQUITY TR INC
New
Shares26.9K
Event2026-03-31
Filed2026-04-28
RSPU
INVESCO EXCHANGE TRADED FD T
0.00%
Shares2
Event2026-03-31
Filed2026-04-28
SCHM
SCHWAB STRATEGIC TR
New
Shares5
Event2026-03-31
Filed2026-04-28
SHY
ISHARES TR
-99.68%
Shares1
Event2026-03-31
Filed2026-04-28
MLPA
GLOBAL X FDS
0.00%
Shares1
Event2026-03-31
Filed2026-04-28

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available