The Analysis of IAG Wealth Partners, LLC's Holdings & P&L


Currently, IAG Wealth Partners, LLC holds 509 types of securities in its portfolio with a total value $895.9M. In the most recent quarter, they have increased their positions in FELG (+540.1K shares, valued at $20.2M), AVDE (+44.6K shares, valued at $3.8M), AVIV (+39.0K shares, valued at $2.9M); decreased their positions in HAP (-73.7K shares, valued at $5.3M), JBND (-91.2K shares, valued at $4.9M), SFLO (-56.2K shares, valued at $1.7M); initiated new positions in SMMU (+6.9K shares, valued at $348.6K), PBP (+6.9K shares, valued at $152.1K), BALI (+4.8K shares, valued at $147.8K).


1M P&L
+23.5M+2.51%
3M P&L
-89.9M-8.56%
HY P&L
-34.9M-3.50%

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/A871.1M
98.1%
2Drug Manufacturers - General2.5M
0.3%
3Consumer Electronics1.5M
0.2%

Top Industries by Stock Count

1N/A226 stocks
47.0%
2Software - Application10 stocks
2.1%
3Utilities - Regulated Electric9 stocks
1.9%
Stock Holdings
SPYM
STATE STREET
4.17%
Shares846.2K
Event2026-03-31
Filed2026-04-29
JBND
JPMORGAN ACTIVE
-7.60%
Shares1.1M
Event2026-03-31
Filed2026-04-29
MMIT
NYLI MACKAY
3.64%
Shares1.9M
Event2026-03-31
Filed2026-04-29
AVIV
AVANTIS INTL
7.21%
Shares580.5K
Event2026-03-31
Filed2026-04-29
GSLC
GOLDMAN SACHS
-0.73%
Shares325.5K
Event2026-03-31
Filed2026-04-29
DLN
WISDOMTREE U S
2.21%
Shares399.2K
Event2026-03-31
Filed2026-04-29
DIVB
ISHARES CORE
-0.72%
Shares522.2K
Event2026-03-31
Filed2026-04-29
GSIE
GOLDMAN SACHS
7.88%
Shares647.8K
Event2026-03-31
Filed2026-04-29
DON
WISDOMTREE U S
1.52%
Shares500.7K
Event2026-03-31
Filed2026-04-29
IVV
ISHARES CORE
-0.21%
Shares38.3K
Event2026-03-31
Filed2026-04-29
CTA
SIMPLIFY MANAGED
-2.11%
Shares794.9K
Event2026-03-31
Filed2026-04-29
PWV
INVESCO LARGE
-0.28%
Shares322.9K
Event2026-03-31
Filed2026-04-29
VUG
VANGUARD GROWTH
5.17%
Shares50.9K
Event2026-03-31
Filed2026-04-29
AVDE
AVANTIS INTL
21.12%
Shares255.7K
Event2026-03-31
Filed2026-04-29
JMUB
JPMORGAN
2.60%
Shares413.2K
Event2026-03-31
Filed2026-04-29
PULS
PGIM ULTRA
-6.83%
Shares416.0K
Event2026-03-31
Filed2026-04-29
FELG
FIDELITY ENHANCED
81457.01%
Shares540.7K
Event2026-03-31
Filed2026-04-29
SPDW
STATE STREET
10.17%
Shares414.8K
Event2026-03-31
Filed2026-04-29
HAP
VANECK NATURAL
-22.56%
Shares253.1K
Event2026-03-31
Filed2026-04-29
IMCG
ISHARES MORNINGSTAR
2.77%
Shares230.0K
Event2026-03-31
Filed2026-04-29
DBMF
IMGP DBI
-4.27%
Shares541.2K
Event2026-03-31
Filed2026-04-29
SPTM
STATE STREET
-2.11%
Shares176.7K
Event2026-03-31
Filed2026-04-29
SPMD
STATE STREET
1.45%
Shares229.7K
Event2026-03-31
Filed2026-04-29
RECS
COLUMBIA RESEARCH
7.97%
Shares338.0K
Event2026-03-31
Filed2026-04-29
DGRW
WISDOMTREE US
2.56%
Shares127.6K
Event2026-03-31
Filed2026-04-29
SPYG
STATE STREET
0.90%
Shares110.3K
Event2026-03-31
Filed2026-04-29
IWY
ISHARES RUSSELL
14.16%
Shares42.4K
Event2026-03-31
Filed2026-04-29
SFLO
VICTORYSHARES SMALL
-14.09%
Shares342.8K
Event2026-03-31
Filed2026-04-29
CWI
STATE STREET
2.87%
Shares280.1K
Event2026-03-31
Filed2026-04-29
GUNR
FLEXSHARES MORNINGSTAR
3.56%
Shares162.9K
Event2026-03-31
Filed2026-04-29
SPAB
STATE STREET
2.37%
Shares301.0K
Event2026-03-31
Filed2026-04-29
MDYV
STATE STREET
-2.99%
Shares80.9K
Event2026-03-31
Filed2026-04-29
SPSM
STATE STREET
3.22%
Shares135.3K
Event2026-03-31
Filed2026-04-29
VIG
VANGUARD DIVIDEND
-2.33%
Shares29.6K
Event2026-03-31
Filed2026-04-29
SPYV
STATE STREET
-2.56%
Shares102.0K
Event2026-03-31
Filed2026-04-29
AVEM
AVANTIS EMERGING
2.24%
Shares69.1K
Event2026-03-31
Filed2026-04-29
GNR
STATE STREET
3.00%
Shares70.5K
Event2026-03-31
Filed2026-04-29
DFAE
DIMENSIONAL EMERGING
-2.25%
Shares153.7K
Event2026-03-31
Filed2026-04-29
BBSC
JPMORGAN
4.62%
Shares67.5K
Event2026-03-31
Filed2026-04-29
PYLD
PIMCO ENHANCED
8.56%
Shares182.9K
Event2026-03-31
Filed2026-04-29
RODM
HARTFORD MULTIFACTOR
-1.32%
Shares118.8K
Event2026-03-31
Filed2026-04-29
FESM
FIDELITY COVINGTON
28.22%
Shares121.3K
Event2026-03-31
Filed2026-04-29
SPHQ
INVESCO S&P
-7.03%
Shares58.8K
Event2026-03-31
Filed2026-04-29
FMDE
FIDELITY ENHANCED
13.04%
Shares122.9K
Event2026-03-31
Filed2026-04-29
MDYG
STATE STREET
-4.81%
Shares44.7K
Event2026-03-31
Filed2026-04-29
ISCG
ISHARES MORNINGSTAR
2.49%
Shares78.1K
Event2026-03-31
Filed2026-04-29
FLQM
FRANKLIN US
4.38%
Shares64.5K
Event2026-03-31
Filed2026-04-29
DFIS
DIMENSIONAL INTL
5.56%
Shares101.2K
Event2026-03-31
Filed2026-04-29
NBCM
NEUBERGER COMMODITY
-18.82%
Shares121.2K
Event2026-03-31
Filed2026-04-29
CSB
VICTORYSHARES US
3.51%
Shares51.5K
Event2026-03-31
Filed2026-04-29
JHMM
JOHN HANCOCK
-0.84%
Shares44.2K
Event2026-03-31
Filed2026-04-29
BBUS
JPMORGAN BETABUILDERS
3.72%
Shares19.9K
Event2026-03-31
Filed2026-04-29
BERKSHIRE HATHAWAY
BERKSHIRE HATHAWAY
0.62%
Shares4.8K
Event2026-03-31
Filed2026-04-29
AVDV
AVANTIS INTL
-0.89%
Shares22.7K
Event2026-03-31
Filed2026-04-29
JSMD
JANUS DETROIT
-0.58%
Shares27.9K
Event2026-03-31
Filed2026-04-29
HTAB
HARTFORD SCHRODERS
-5.22%
Shares113.8K
Event2026-03-31
Filed2026-04-29
SPEM
STATE STREET
-0.50%
Shares44.8K
Event2026-03-31
Filed2026-04-29
HELO
JPMORGAN HEDGED
-0.03%
Shares32.5K
Event2026-03-31
Filed2026-04-29
JMST
JPMORGAN
16.90%
Shares39.5K
Event2026-03-31
Filed2026-04-29
JNJ
JOHNSON & JOHNSON
0.00%
Shares7.1K
Event2026-03-31
Filed2026-04-29
SMLV
STATE STREET
-4.26%
Shares12.0K
Event2026-03-31
Filed2026-04-29
SJNK
STATE STREET
7.88%
Shares64.6K
Event2026-03-31
Filed2026-04-29
WEC ENERGY
WEC ENERGY
30.00%
Shares13.2K
Event2026-03-31
Filed2026-04-29
AAPL
APPLE INC
-0.78%
Shares5.9K
Event2026-03-31
Filed2026-04-29
VTI
VANGUARD TOTAL
0.22%
Shares4.1K
Event2026-03-31
Filed2026-04-29
DES
WISDOMTREE U S
-9.27%
Shares36.1K
Event2026-03-31
Filed2026-04-29
SPGM
STATE STREET
10.81%
Shares17.0K
Event2026-03-31
Filed2026-04-29
VANGUARD S&P
VANGUARD S&P
0.05%
Shares2.1K
Event2026-03-31
Filed2026-04-29
PBUS
INVESCO MSCI
-2.46%
Shares18.4K
Event2026-03-31
Filed2026-04-29
SCHM
SCHWAB US
-10.11%
Shares34.8K
Event2026-03-31
Filed2026-04-29
CGGE
CAPITAL GROUP
20.02%
Shares34.2K
Event2026-03-31
Filed2026-04-29
BBMC
JPMORGAN BETABUILDERS
-4.59%
Shares8.4K
Event2026-03-31
Filed2026-04-29
MSFT
MICROSOFT CORP
3.00%
Shares2.3K
Event2026-03-31
Filed2026-04-29
VSS
VANGUARD FTSE
-0.67%
Shares5.5K
Event2026-03-31
Filed2026-04-29
INVESCO QQQ
INVESCO QQQ
8.80%
Shares1.4K
Event2026-03-31
Filed2026-04-29
SLYV
STATE STREET
-8.94%
Shares8.3K
Event2026-03-31
Filed2026-04-29
NVDA
NVIDIA CORP
-7.06%
Shares4.5K
Event2026-03-31
Filed2026-04-29
VWO
VANGUARD FSTE
-9.67%
Shares13.7K
Event2026-03-31
Filed2026-04-29
GEM
GOLDMAN SACHS
-3.51%
Shares17.0K
Event2026-03-31
Filed2026-04-29
BA
BOEING COMPANY
12332.14%
Shares3.5K
Event2026-03-31
Filed2026-04-29
NUMG
NUVEEN ESG
-3.14%
Shares16.7K
Event2026-03-31
Filed2026-04-29
VNLA
JANUS HENDERSON
103.88%
Shares13.6K
Event2026-03-31
Filed2026-04-29
IWM
ISHARES RUSSELL
-12.45%
Shares2.6K
Event2026-03-31
Filed2026-04-29
IWF
ISHARES RUSSELL
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-29
JSML
JANUS DETROIT
-5.16%
Shares7.7K
Event2026-03-31
Filed2026-04-29
SPSB
STATE STREET
4.54%
Shares14.7K
Event2026-03-31
Filed2026-04-29
LLY
ELI LILLY
0.00%
Shares462
Event2026-03-31
Filed2026-04-29
IJH
ISHARES CORE
-0.29%
Shares6.1K
Event2026-03-31
Filed2026-04-29
JCI
JOHNSON CONTROLS
-1.56%
Shares3.2K
Event2026-03-31
Filed2026-04-29
SLYG
STATE STREET
-9.42%
Shares4.1K
Event2026-03-31
Filed2026-04-29
VB
VANGUARD SMALL
0.54%
Shares1.5K
Event2026-03-31
Filed2026-04-29
JPM
JPMORGAN CHASE
8.16%
Shares1.2K
Event2026-03-31
Filed2026-04-29
SPY
STATE STREET
0.00%
Shares554
Event2026-03-31
Filed2026-04-29
AMZN
AMAZON COM
2.81%
Shares1.7K
Event2026-03-31
Filed2026-04-29
SMMU
PIMCO SHORT
New
Shares6.9K
Event2026-03-31
Filed2026-04-29
MTUM
ISHARES MSCI
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-29
VTV
VANGUARD VALUE
-11.59%
Shares1.7K
Event2026-03-31
Filed2026-04-29
COST
COSTCO WHOLESALE
0.00%
Shares328
Event2026-03-31
Filed2026-04-29
IJR
ISHARES CORE
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-29
FVD
FIRST TRUST
-14.61%
Shares6.7K
Event2026-03-31
Filed2026-04-29
CVX
CHEVRON CORP
10.52%
Shares1.5K
Event2026-03-31
Filed2026-04-29
HD
HOME DEPOT
-6.43%
Shares931
Event2026-03-31
Filed2026-04-29
ARTY
ISHARES FUTURE
0.00%
Shares6.5K
Event2026-03-31
Filed2026-04-29
NEE
NEXTERA ENERGY
0.00%
Shares3.2K
Event2026-03-31
Filed2026-04-29
KO
COCA COLA COMPANY
0.00%
Shares3.8K
Event2026-03-31
Filed2026-04-29
ETHA
ISHARES ETHEREUM
58683.87%
Shares18.2K
Event2026-03-31
Filed2026-04-29
CAT
CATERPILLAR INC
0.00%
Shares403
Event2026-03-31
Filed2026-04-29
ALPHABET INC
ALPHABET INC
0.00%
Shares985
Event2026-03-31
Filed2026-04-29
GLD
SPDR GOLD
-8.33%
Shares649
Event2026-03-31
Filed2026-04-29
DE
DEERE & CO
0.00%
Shares495
Event2026-03-31
Filed2026-04-29
SCHV
SCHWAB US
0.00%
Shares9.0K
Event2026-03-31
Filed2026-04-29
SUSA
ISHARES ESG
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-29
DLS
WISDOMTREE INTL
-3.74%
Shares3.1K
Event2026-03-31
Filed2026-04-29
BROADCOM INC
BROADCOM INC
11.70%
Shares821
Event2026-03-31
Filed2026-04-29
MDY
SPDR S&P
0.00%
Shares392
Event2026-03-31
Filed2026-04-29
ORCL
ORACLE CORP
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-29
DBEF
XTRACKERS MSCI
-7.44%
Shares4.8K
Event2026-03-31
Filed2026-04-29
PEP
PEPSICO INC
192.80%
Shares1.5K
Event2026-03-31
Filed2026-04-29
ET
ENERGY TRANSFER
-11.78%
Shares11.0K
Event2026-03-31
Filed2026-04-29
SCHX
SCHWAB US
-15.97%
Shares7.7K
Event2026-03-31
Filed2026-04-29
MLPX
GLOBAL X
-9.55%
Shares2.6K
Event2026-03-31
Filed2026-04-29
IWD
ISHARES RUSSELL
-0.57%
Shares879
Event2026-03-31
Filed2026-04-29
MCD
MCDONALDS CORP
9.65%
Shares602
Event2026-03-31
Filed2026-04-29
GWW
GRAINGER W W
56.48%
Shares169
Event2026-03-31
Filed2026-04-29
MSTR
STRATEGY INC
381.46%
Shares1.5K
Event2026-03-31
Filed2026-04-29
IYW
ISHARES TECHNOLOGY
0.00%
Shares978
Event2026-03-31
Filed2026-04-29
XOM
EXXON MOBIL
-24.43%
Shares1.0K
Event2026-03-31
Filed2026-04-29
DGICA
DONEGAL GROUP
0.00%
Shares9.9K
Event2026-03-31
Filed2026-04-29
TSLA
TESLA INC
0.00%
Shares454
Event2026-03-31
Filed2026-04-29
NOC
NORTHROP GRUMMAN
-9.23%
Shares246
Event2026-03-31
Filed2026-04-29
T
AT&T INC
0.00%
Shares5.8K
Event2026-03-31
Filed2026-04-29
ABBV
ABBVIE INC
2.05%
Shares746
Event2026-03-31
Filed2026-04-29
WPC
W P CAREY
0.17%
Shares2.4K
Event2026-03-31
Filed2026-04-29
FEX
FIRST TRUST
-31.30%
Shares1.3K
Event2026-03-31
Filed2026-04-29
BITMINE IMMERSION
BITMINE IMMERSION
352.10%
Shares7.9K
Event2026-03-31
Filed2026-04-29
PBP
INVESCO S&P
New
Shares6.9K
Event2026-03-31
Filed2026-04-29
AMAT
APPLIED MATERIALS
0.23%
Shares445
Event2026-03-31
Filed2026-04-29
SOXX
ISHARES SEMICONDUCTOR
5.72%
Shares462
Event2026-03-31
Filed2026-04-29
NIC
NICOLET BANKSHARES
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-29
USFR
WISDOMTREE FLOATING
-65.77%
Shares3.0K
Event2026-03-31
Filed2026-04-29
AMGN
AMGEN INC
24.71%
Shares424
Event2026-03-31
Filed2026-04-29
BALI
ISHARES U S
New
Shares4.8K
Event2026-03-31
Filed2026-04-29
NUDM
NUVEEN ESG
6.28%
Shares4.1K
Event2026-03-31
Filed2026-04-29
VEA
VANGUARD FTSE
0.00%
Shares2.3K
Event2026-03-31
Filed2026-04-29
MFS BLENDED
MFS BLENDED
New
Shares5.2K
Event2026-03-31
Filed2026-04-29
GS
GOLDMAN SACHS
-4.02%
Shares167
Event2026-03-31
Filed2026-04-29
ALPHABET INC
ALPHABET INC
2.80%
Shares478
Event2026-03-31
Filed2026-04-29
NUBD
NUVEEN ESG
0.00%
Shares6.0K
Event2026-03-31
Filed2026-04-29
DFUS
DIMENSIONAL US
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-29
SCHD
SCHWAB US
2891.67%
Shares4.3K
Event2026-03-31
Filed2026-04-29
XLP
STATE STREET
7.80%
Shares1.6K
Event2026-03-31
Filed2026-04-29
EFAA
INVESCO MSCI
New
Shares2.5K
Event2026-03-31
Filed2026-04-29
V
VISA INC
0.00%
Shares425
Event2026-03-31
Filed2026-04-29
INVESCO FTSE
INVESCO FTSE
0.37%
Shares2.7K
Event2026-03-31
Filed2026-04-29
WM
WASTE MANAGEMENT
22.93%
Shares520
Event2026-03-31
Filed2026-04-29
SDY
STATE STREET
0.00%
Shares815
Event2026-03-31
Filed2026-04-29
MERCK & COMPANY
MERCK & COMPANY
-5.68%
Shares979
Event2026-03-31
Filed2026-04-29
LNT
ALLIANT ENERGY
-6.62%
Shares1.6K
Event2026-03-31
Filed2026-04-29
PSH
PGIM SHORT
New
Shares2.3K
Event2026-03-31
Filed2026-04-29
AEE
AMEREN CORP
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-29
TJX
TJX COS
22.89%
Shares698
Event2026-03-31
Filed2026-04-29
EFA
ISHARES MSCI
3.38%
Shares1.1K
Event2026-03-31
Filed2026-04-29
META
META PLATFORMS
-13.51%
Shares192
Event2026-03-31
Filed2026-04-29
RDVY
FIRST TRUST
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-29
IEMG
ISHARES CORE
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-29
XEL
XCEL ENERGY
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-29
CSCO
CISCO SYSTEMS
15.98%
Shares1.3K
Event2026-03-31
Filed2026-04-29
ISHARES GOLD
ISHARES GOLD
-15.04%
Shares1.1K
Event2026-03-31
Filed2026-04-29
GXC
STATE STREET
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-29
JEPQ
JPMORGAN
New
Shares1.7K
Event2026-03-31
Filed2026-04-29
IHDG
WISDOMTREE TRUST
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-29
SYM
SYMBOTIC INC
29.39%
Shares1.8K
Event2026-03-31
Filed2026-04-29
REET
ISHARES GLOBAL
0.00%
Shares3.6K
Event2026-03-31
Filed2026-04-29
ARKQ
ARK AUTONOMOUS
0.00%
Shares797
Event2026-03-31
Filed2026-04-29
SO
SOUTHERN COMPANY
0.00%
Shares926
Event2026-03-31
Filed2026-04-29
WMT
WALMART INC
39.45%
Shares714
Event2026-03-31
Filed2026-04-29
NUSC
NUVEEN ESG
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-29
SPG
SIMON PROPERTY
36.83%
Shares431
Event2026-03-31
Filed2026-04-29
LINDE PLC
LINDE PLC
40.71%
Shares159
Event2026-03-31
Filed2026-04-29
IEV
ISHARES EUROPE
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-29
PRU
PRUDENTIAL FINANCIAL
6.12%
Shares798
Event2026-03-31
Filed2026-04-29
TMO
THERMO FISHER
18.60%
Shares153
Event2026-03-31
Filed2026-04-29
VBK
VANGUARD SMALL
0.00%
Shares247
Event2026-03-31
Filed2026-04-29
IVE
ISHARES S&P
0.00%
Shares352
Event2026-03-31
Filed2026-04-29
SLV
ISHARES SILVER
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-29
GTO
INVESCO TOTAL
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-29
ESGD
ISHARES ESG
0.00%
Shares765
Event2026-03-31
Filed2026-04-29
IVW
ISHARES S&P
0.00%
Shares625
Event2026-03-31
Filed2026-04-29
NFG
NATIONAL FUEL
0.00%
Shares750
Event2026-03-31
Filed2026-04-29
ADP
AUTOMATIC DATA
0.30%
Shares333
Event2026-03-31
Filed2026-04-29
VZ
VERIZON COMMUNICATIONS
-20.55%
Shares1.3K
Event2026-03-31
Filed2026-04-29
VYM
VANGUARD HIGH
30.38%
Shares442
Event2026-03-31
Filed2026-04-29
VGT
VANGUARD INFORMATION
0.00%
Shares91
Event2026-03-31
Filed2026-04-29
UPS
UNITED PARCEL
-45.16%
Shares640
Event2026-03-31
Filed2026-04-29
PH
PARKER-HANNIFIN CORP
-1.41%
Shares70
Event2026-03-31
Filed2026-04-29
DIS
WALT DISNEY
-32.10%
Shares624
Event2026-03-31
Filed2026-04-29
MAR
MARRIOTT INTL
0.00%
Shares182
Event2026-03-31
Filed2026-04-29
WELL
WELLTOWER INC
0.00%
Shares300
Event2026-03-31
Filed2026-04-29
FS SPECIALTY
FS SPECIALTY
-21.37%
Shares4.7K
Event2026-03-31
Filed2026-04-29
EPI
WISDOMTREE INDIA
5376.92%
Shares1.4K
Event2026-03-31
Filed2026-04-29
NFLX
NETFLIX INC
-27.16%
Shares590
Event2026-03-31
Filed2026-04-29
PG
PROCTER & GAMBLE
-12.53%
Shares384
Event2026-03-31
Filed2026-04-29
MO
ALTRIA GROUP
1.58%
Shares836
Event2026-03-31
Filed2026-04-29
ABT
ABBOTT LABORATORIES
43.13%
Shares531
Event2026-03-31
Filed2026-04-29
MS
MORGAN STANLEY
50.68%
Shares330
Event2026-03-31
Filed2026-04-29
FDX
FEDEX CORP
0.00%
Shares152
Event2026-03-31
Filed2026-04-29
GLDM
SPDR GOLD
-41.39%
Shares582
Event2026-03-31
Filed2026-04-29
ARKW
ARK NEXT
0.00%
Shares445
Event2026-03-31
Filed2026-04-29
VBR
VANGUARD SMALL
0.00%
Shares245
Event2026-03-31
Filed2026-04-29
DFAT
DIMENSIONAL US
0.00%
Shares852
Event2026-03-31
Filed2026-04-29
IBIT
ISHARES BITCOIN
-82.16%
Shares1.4K
Event2026-03-31
Filed2026-04-29
ASML
ASML HOLDING
0.00%
Shares40
Event2026-03-31
Filed2026-04-29
AEM
AGNICO-EAGLE
-10.88%
Shares254
Event2026-03-31
Filed2026-04-29
CTAS
CINTAS CORP
0.00%
Shares300
Event2026-03-31
Filed2026-04-29
JPIB
JPMORGAN
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-29
ITOT
ISHARES CORE
0.00%
Shares345
Event2026-03-31
Filed2026-04-29
MPC
MARATHON PETROLEUM
0.00%
Shares200
Event2026-03-31
Filed2026-04-29
MFSG
MFS ACTIVE
-95.56%
Shares1.9K
Event2026-03-31
Filed2026-04-29
CEF
SPROTT PHYSICAL
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-29
VONE
VANGUARD RUSSELL
0.00%
Shares158
Event2026-03-31
Filed2026-04-29
BMO
BANK MONTREAL
0.00%
Shares335
Event2026-03-31
Filed2026-04-29
ROK
ROCKWELL AUTOMATION
0.00%
Shares124
Event2026-03-31
Filed2026-04-29
BABA
ALIBABA GROUP
0.00%
Shares353
Event2026-03-31
Filed2026-04-29
SPGP
INVESCO S&P
0.00%
Shares407
Event2026-03-31
Filed2026-04-29
ARKK
ARK INNOVATION
0.00%
Shares627
Event2026-03-31
Filed2026-04-29
DGRO
ISHARES CORE
100.68%
Shares592
Event2026-03-31
Filed2026-04-29
IJS
ISHARES S&P
0.00%
Shares350
Event2026-03-31
Filed2026-04-29
MGEE
MGE ENERGY INC
-6.88%
Shares528
Event2026-03-31
Filed2026-04-29
TKO
TKO GROUP
0.00%
Shares200
Event2026-03-31
Filed2026-04-29
GE AEROSPACE
GE AEROSPACE
22.61%
Shares141
Event2026-03-31
Filed2026-04-29
XNTK
STATE STREET
0.00%
Shares155
Event2026-03-31
Filed2026-04-29
COF
CAPITAL ONE
0.00%
Shares216
Event2026-03-31
Filed2026-04-29
WPM
WHEATON PRECIOUS
-13.04%
Shares300
Event2026-03-31
Filed2026-04-29
IXUS
ISHARES CORE
0.00%
Shares436
Event2026-03-31
Filed2026-04-29
SCHW
SCHWAB CHARLES
0.00%
Shares400
Event2026-03-31
Filed2026-04-29
CGCV
CAPITAL GROUP
New
Shares1.2K
Event2026-03-31
Filed2026-04-29
LOW
LOWES COMPANIES
178.57%
Shares156
Event2026-03-31
Filed2026-04-29
FTAI AVIATION
FTAI AVIATION
-25.00%
Shares150
Event2026-03-31
Filed2026-04-29
DUKE ENERGY
DUKE ENERGY
154.63%
Shares275
Event2026-03-31
Filed2026-04-29
PFE
PFIZER INC
0.79%
Shares1.3K
Event2026-03-31
Filed2026-04-29
AMD
ADVANCED MICRO
10.13%
Shares174
Event2026-03-31
Filed2026-04-29
RCL
ROYAL CARIBBEAN
0.00%
Shares127
Event2026-03-31
Filed2026-04-29
TSM
TAIWAN SEMICONDUCTOR
0.00%
Shares103
Event2026-03-31
Filed2026-04-29
BK
BANK NEW YORK
184.47%
Shares293
Event2026-03-31
Filed2026-04-29
PANW
PALO ALTO
8.00%
Shares216
Event2026-03-31
Filed2026-04-29
GDX
VANECK GOLD
-15.16%
Shares375
Event2026-03-31
Filed2026-04-29
EPD
ENTERPRISE PRODUCTS
0.00%
Shares904
Event2026-03-31
Filed2026-04-29
FI
FISERV INC
0.00%
Shares606
Event2026-03-31
Filed2026-04-29
KMB
KIMBERLY CLARK
-31.38%
Shares328
Event2026-03-31
Filed2026-04-29
FIS
FIDELITY NATIONAL
-18.25%
Shares672
Event2026-03-31
Filed2026-04-29
XLV
STATE STREET
0.00%
Shares215
Event2026-03-31
Filed2026-04-29
ASB
ASSOCIATED BANC
4250.00%
Shares1.2K
Event2026-03-31
Filed2026-04-29
EDIV
STATE STREET
0.00%
Shares793
Event2026-03-31
Filed2026-04-29
ELV
ELEVANCE HEALTH
0.00%
Shares104
Event2026-03-31
Filed2026-04-29
UNP
UNION PACIFIC CORP
-67.02%
Shares125
Event2026-03-31
Filed2026-04-29
DTD
WISDOMTREE U S
0.00%
Shares350
Event2026-03-31
Filed2026-04-29
CENCORA INC
CENCORA INC
0.00%
Shares96
Event2026-03-31
Filed2026-04-29
COP
CONOCOPHILLIPS
0.00%
Shares225
Event2026-03-31
Filed2026-04-29
LMT
LOCKHEED MARTIN
4800.00%
Shares49
Event2026-03-31
Filed2026-04-29
FBND
FIDELITY TOTAL
0.00%
Shares641
Event2026-03-31
Filed2026-04-29
PHO
INVESCO WATER
0.00%
Shares425
Event2026-03-31
Filed2026-04-29
AVMC
AVANTIS U S
-6.52%
Shares387
Event2026-03-31
Filed2026-04-29
YUM
YUM BRANDS INC
0.00%
Shares178
Event2026-03-31
Filed2026-04-29
UFPI
UFP INDUSTRIES
New
Shares300
Event2026-03-31
Filed2026-04-29
XLE
STATE STREET
-32.93%
Shares448
Event2026-03-31
Filed2026-04-29
APH
AMPHENOL CORP
-31.85%
Shares214
Event2026-03-31
Filed2026-04-29
STLD
STEEL DYNAMICS INC
-52.68%
Shares150
Event2026-03-31
Filed2026-04-29
NAVI
NAVIENT CORP
0.00%
Shares3.3K
Event2026-03-31
Filed2026-04-29
CNI
CANADIAN NATIONAL
0.00%
Shares262
Event2026-03-31
Filed2026-04-29
ORLY
O REILLY AUTOMOTIVE
0.00%
Shares285
Event2026-03-31
Filed2026-04-29
IUSG
ISHARES S&P
0.00%
Shares169
Event2026-03-31
Filed2026-04-29
CMCSA
COMCAST CORP
0.00%
Shares909
Event2026-03-31
Filed2026-04-29
GNRC
GENERAC HOLDINGS
0.00%
Shares133
Event2026-03-31
Filed2026-04-29
SCZ
ISHARES MSCI
0.00%
Shares326
Event2026-03-31
Filed2026-04-29
REGN
REGENERON PHARMACEUTICAL
0.00%
Shares33
Event2026-03-31
Filed2026-04-29
CHD
CHURCH & DWIGHT
0.00%
Shares270
Event2026-03-31
Filed2026-04-29
LPLA
LPL FINANCIAL
0.00%
Shares84
Event2026-03-31
Filed2026-04-29
NOBL
PROSHARES S&P
0.00%
Shares235
Event2026-03-31
Filed2026-04-29
NLR
VANECK URANIUM
0.00%
Shares186
Event2026-03-31
Filed2026-04-29
PLTR
PALANTIR TECHNOLOGIES
0.00%
Shares168
Event2026-03-31
Filed2026-04-29
PIN
INVESCO INDIA
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-29
CPT
CAMDEN PROPERTY
0.00%
Shares250
Event2026-03-31
Filed2026-04-29
CRM
SALESFORCE INC
0.00%
Shares130
Event2026-03-31
Filed2026-04-29
IUSV
ISHARES CORE
-79.88%
Shares236
Event2026-03-31
Filed2026-04-29
IRM
IRON MOUNTAIN
-20.00%
Shares236
Event2026-03-31
Filed2026-04-29
DHR
DANAHER CORP
0.00%
Shares126
Event2026-03-31
Filed2026-04-29
WMB
WILLIAMS COS
0.00%
Shares321
Event2026-03-31
Filed2026-04-29
BDX
BECTON DICKINSON
0.00%
Shares148
Event2026-03-31
Filed2026-04-29
HPE
HEWLETT PACKARD
0.00%
Shares975
Event2026-03-31
Filed2026-04-29
PPG
PPG INDUSTRIES
0.00%
Shares217
Event2026-03-31
Filed2026-04-29
EMR
EMERSON ELECTRIC
3.53%
Shares176
Event2026-03-31
Filed2026-04-29
VLO
VALERO ENERGY
0.00%
Shares93
Event2026-03-31
Filed2026-04-29
TTC
TORO CO
0.00%
Shares240
Event2026-03-31
Filed2026-04-29
DFUV
DIMENSIONAL US
0.00%
Shares456
Event2026-03-31
Filed2026-04-29
PYPL
PAYPAL HOLDINGS
72.83%
Shares477
Event2026-03-31
Filed2026-04-29
MU
MICRON TECHNOLOGY INC
New
Shares62
Event2026-03-31
Filed2026-04-29
LHX
L3HARRIS TECHNOLOGIES
0.00%
Shares60
Event2026-03-31
Filed2026-04-29
VIGI
VANGUARD INTERNATIONAL
0.00%
Shares234
Event2026-03-31
Filed2026-04-29
UAL
UNITED AIRLINES
0.00%
Shares222
Event2026-03-31
Filed2026-04-29
BMY
BRISTOL MYERS
0.00%
Shares335
Event2026-03-31
Filed2026-04-29
HOG
HARLEY DAVIDSON
0.00%
Shares999
Event2026-03-31
Filed2026-04-29
EOG
EOG RESOURCES
0.00%
Shares139
Event2026-03-31
Filed2026-04-29
WINN
HARBOR LONG
19.67%
Shares724
Event2026-03-31
Filed2026-04-29
CCJ
CAMECO CORP
0.00%
Shares184
Event2026-03-31
Filed2026-04-29
BKR
BAKER HUGHES
0.00%
Shares325
Event2026-03-31
Filed2026-04-29
MPW
MEDICAL PROPERTIES
1.69%
Shares4.3K
Event2026-03-31
Filed2026-04-29
NUMV
NUVEEN ESG
0.00%
Shares505
Event2026-03-31
Filed2026-04-29
QCLN
FIRST TRUST
0.00%
Shares420
Event2026-03-31
Filed2026-04-29
UNH
UNITEDHEALTH GROUP
10.77%
Shares72
Event2026-03-31
Filed2026-04-29
SHW
SHERWIN WILLIAMS
0.00%
Shares60
Event2026-03-31
Filed2026-04-29
QTEC
FIRST TRUST
0.00%
Shares89
Event2026-03-31
Filed2026-04-29
MGK
VANGUARD MEGA
New
Shares52
Event2026-03-31
Filed2026-04-29
DAL
DELTA AIRLINES
0.00%
Shares287
Event2026-03-31
Filed2026-04-29
INVESCO S&P
INVESCO S&P
0.00%
Shares260
Event2026-03-31
Filed2026-04-29
SBUX
STARBUCKS CORP
10250.00%
Shares207
Event2026-03-31
Filed2026-04-29
QCOM
QUALCOMM INC
-20.67%
Shares142
Event2026-03-31
Filed2026-04-29
DRS
LEONARDO DRS
0.00%
Shares400
Event2026-03-31
Filed2026-04-29
ABRDN STANDARD
ABRDN STANDARD
New
Shares396
Event2026-03-31
Filed2026-04-29
F
FORD MOTOR
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-29
EGP
EASTGROUP PROPERTIES
0.00%
Shares95
Event2026-03-31
Filed2026-04-29
GEV
GE VERNOVA
0.00%
Shares20
Event2026-03-31
Filed2026-04-29
MUSA
MURPHY USA
0.00%
Shares34
Event2026-03-31
Filed2026-04-29
RF
REGIONS FINANCIAL
New
Shares643
Event2026-03-31
Filed2026-04-29
VRT
VERTIV HOLDINGS
0.00%
Shares67
Event2026-03-31
Filed2026-04-29
MCK
MCKESSON CORP
137.50%
Shares19
Event2026-03-31
Filed2026-04-29
IHF
ISHARES U S
0.00%
Shares390
Event2026-03-31
Filed2026-04-29
IBM
INTL BUSINESS
New
Shares67
Event2026-03-31
Filed2026-04-29
AVA
AVISTA CORP
0.00%
Shares400
Event2026-03-31
Filed2026-04-29
HON
HONEYWELL INTL
New
Shares71
Event2026-03-31
Filed2026-04-29
ROP
ROPER TECHNOLOGIES
0.00%
Shares45
Event2026-03-31
Filed2026-04-29
MAIN
MAIN STREET
0.00%
Shares300
Event2026-03-31
Filed2026-04-29
KTOS
KRATOS DEFENSE
-18.18%
Shares225
Event2026-03-31
Filed2026-04-29
CGXU
CAPITAL GROUP
14.29%
Shares528
Event2026-03-31
Filed2026-04-29
PSX
PHILLIPS 66
0.00%
Shares85
Event2026-03-31
Filed2026-04-29
BMI
BADGER METER
0.00%
Shares100
Event2026-03-31
Filed2026-04-29
ALL
ALLSTATE CORP
0.00%
Shares73
Event2026-03-31
Filed2026-04-29
ACWI
ISHARES MSCI
-87.54%
Shares109
Event2026-03-31
Filed2026-04-29
SNPE
XTRACKERS S&P
0.00%
Shares252
Event2026-03-31
Filed2026-04-29
OESX
ORION ENERGY
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-29
NOW
SERVICENOW INC
55.56%
Shares140
Event2026-03-31
Filed2026-04-29
YLD
PRINCIPAL ACTIVE
New
Shares769
Event2026-03-31
Filed2026-04-29
TXN
TEXAS INSTRUMENTS
0.00%
Shares75
Event2026-03-31
Filed2026-04-29
SCCO
SOUTHERN COPPER
0.00%
Shares84
Event2026-03-31
Filed2026-04-29
VNM
VANECK VIETNAM
0.00%
Shares829
Event2026-03-31
Filed2026-04-29
CGUS
CAPITAL GROUP
5.07%
Shares373
Event2026-03-31
Filed2026-04-29
WBD
WARNER BROS
0.00%
Shares516
Event2026-03-31
Filed2026-04-29
IOO
ISHARES GLOBAL
0.00%
Shares115
Event2026-03-31
Filed2026-04-29
TDG
TRANSDIGM GROUP
0.00%
Shares12
Event2026-03-31
Filed2026-04-29
CW
CURTISS WRIGHT CORP DE
0.00%
Shares20
Event2026-03-31
Filed2026-04-29
O
REALTY INCOME
0.00%
Shares218
Event2026-03-31
Filed2026-04-29
CYBN
CYBIN INC
0.00%
Shares2.8K
Event2026-03-31
Filed2026-04-29
IWB
ISHARES RUSSELL
0.00%
Shares37
Event2026-03-31
Filed2026-04-29
COEUR MINING
COEUR MINING
New
Shares694
Event2026-03-31
Filed2026-04-29
CGMM
CAPITAL GROUP
146.59%
Shares434
Event2026-03-31
Filed2026-04-29
COWZ
PACER US
0.00%
Shares200
Event2026-03-31
Filed2026-04-29
LCNB
LCNB CORP
0.00%
Shares800
Event2026-03-31
Filed2026-04-29
PKB
INVESCO BUILDING
0.00%
Shares127
Event2026-03-31
Filed2026-04-29
BUFF
INNOVATOR ETFS
New
Shares250
Event2026-03-31
Filed2026-04-29
IWR
ISHARES RUSSELL
-9.35%
Shares126
Event2026-03-31
Filed2026-04-29
XYZ
BLOCK INC
0.00%
Shares200
Event2026-03-31
Filed2026-04-29
NVO
NOVO NORDISK
0.00%
Shares326
Event2026-03-31
Filed2026-04-29
LYFT
LYFT INC
125.00%
Shares900
Event2026-03-31
Filed2026-04-29
CDNS
CADENCE DESIGN
0.00%
Shares43
Event2026-03-31
Filed2026-04-29
VPL
VANGUARD FTSE
-4.00%
Shares120
Event2026-03-31
Filed2026-04-29
BLACKSTONE INC
BLACKSTONE INC
0.00%
Shares100
Event2026-03-31
Filed2026-04-29
CRWD
CROWDSTRIKE HOLDINGS
New
Shares29
Event2026-03-31
Filed2026-04-29
FOXA
FOX CORP
New
Shares193
Event2026-03-31
Filed2026-04-29
AG
FIRST MAJESTIC
-32.03%
Shares520
Event2026-03-31
Filed2026-04-29
SQM
SOCIEDAD QUIMICA
0.00%
Shares137
Event2026-03-31
Filed2026-04-29
TIP
ISHARES TIPS
20.48%
Shares100
Event2026-03-31
Filed2026-04-29
RIO
RIO TINTO
0.00%
Shares118
Event2026-03-31
Filed2026-04-29
BND
VANGUARD TOTAL
21.14%
Shares149
Event2026-03-31
Filed2026-04-29
MPWR
MONOLITHIC POWER
0.00%
Shares10
Event2026-03-31
Filed2026-04-29
HYG
ISHARES IBOXX
21.24%
Shares137
Event2026-03-31
Filed2026-04-29
NBIS
NEBIUS GROUP
-5.41%
Shares105
Event2026-03-31
Filed2026-04-29
CCL
CARNIVAL CORP
110.00%
Shares420
Event2026-03-31
Filed2026-04-29
VGK
VANGUARD FTSE
-7.14%
Shares130
Event2026-03-31
Filed2026-04-29
CGGR
CAPITAL GROUP
0.00%
Shares257
Event2026-03-31
Filed2026-04-29
VXF
VANGUARD EXTENDED
0.00%
Shares50
Event2026-03-31
Filed2026-04-29
ADI
ANALOG DEVICES
0.00%
Shares32
Event2026-03-31
Filed2026-04-29
OKE
ONEOK INC
0.00%
Shares112
Event2026-03-31
Filed2026-04-29
EFV
ISHARES MSCI
0.00%
Shares136
Event2026-03-31
Filed2026-04-29
FAST
FASTENAL CO
0.00%
Shares214
Event2026-03-31
Filed2026-04-29
JOBY
JOBY AVIATION
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-29
QUAL
ISHARES MSCI
0.00%
Shares51
Event2026-03-31
Filed2026-04-29
INVESCO S&P
INVESCO S&P
0.00%
Shares50
Event2026-03-31
Filed2026-04-29
IDXX
IDEXX LABS INC
0.00%
Shares17
Event2026-03-31
Filed2026-04-29
EIDO
ISHARES MSCI
0.00%
Shares600
Event2026-03-31
Filed2026-04-29
ARKG
ARK GENOMIC
0.00%
Shares351
Event2026-03-31
Filed2026-04-29
IOVA
IOVANCE BIOTHERAPEUTICS
New
Shares2.6K
Event2026-03-31
Filed2026-04-29
ESGU
ISHARES ESG
0.00%
Shares65
Event2026-03-31
Filed2026-04-29
NEM
NEWMONT CORP
0.00%
Shares84
Event2026-03-31
Filed2026-04-29
LEGN
LEGEND BIOTECH
New
Shares500
Event2026-03-31
Filed2026-04-29
PBA
PEMBINA PIPELINE
0.00%
Shares200
Event2026-03-31
Filed2026-04-29
OTTR
OTTER TAIL
0.00%
Shares100
Event2026-03-31
Filed2026-04-29
ESML
ISHARES ESG
0.00%
Shares185
Event2026-03-31
Filed2026-04-29
SOFI
SOFI TECHNOLOGIES
-76.46%
Shares544
Event2026-03-31
Filed2026-04-29
WWJD
INSPIRE INTL
0.00%
Shares224
Event2026-03-31
Filed2026-04-29
VOOG
VANGUARD S&P
New
Shares20
Event2026-03-31
Filed2026-04-29
XMMO
INVESCO S&P
0.00%
Shares55
Event2026-03-31
Filed2026-04-29
RPM
RPM INTL INC
0.00%
Shares77
Event2026-03-31
Filed2026-04-29
ITW
ILLINOIS TOOL
0.00%
Shares29
Event2026-03-31
Filed2026-04-29
INTU
INTUIT INC
0.00%
Shares17
Event2026-03-31
Filed2026-04-29
MMM
3M COMPANY
0.00%
Shares50
Event2026-03-31
Filed2026-04-29
SYY
SYSCO CORP
0.00%
Shares100
Event2026-03-31
Filed2026-04-29
COIN
COINBASE GLOBAL
New
Shares39
Event2026-03-31
Filed2026-04-29
INFY
INFOSYS LTD
0.00%
Shares496
Event2026-03-31
Filed2026-04-29
BAC
BANK AMERICA
0.00%
Shares133
Event2026-03-31
Filed2026-04-29
BAUG
INNOVATOR U S
New
Shares132
Event2026-03-31
Filed2026-04-29
PM
PHILIP MORRIS
0.00%
Shares39
Event2026-03-31
Filed2026-04-29
MTN
VAIL RESORTS
0.00%
Shares50
Event2026-03-31
Filed2026-04-29
DOV
DOVER CORP
-9.09%
Shares30
Event2026-03-31
Filed2026-04-29
ISCB
ISHARES MORNINGSTAR
-19.13%
Shares93
Event2026-03-31
Filed2026-04-29
WAT
WATERS CORP
New
Shares20
Event2026-03-31
Filed2026-04-29
PVAL
PUTNAM FOCUSED
0.00%
Shares127
Event2026-03-31
Filed2026-04-29
AVXL
ANAVEX LIFE
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-29
FBCG
FIDELITY BLUE
0.00%
Shares115
Event2026-03-31
Filed2026-04-29
MET
METLIFE INC
0.00%
Shares80
Event2026-03-31
Filed2026-04-29
VNQ
VANGUARD REAL
24.00%
Shares62
Event2026-03-31
Filed2026-04-29
MSGS
MADISON SQUARE
0.00%
Shares17
Event2026-03-31
Filed2026-04-29
ECNS
ISHARES MSCI
0.00%
Shares167
Event2026-03-31
Filed2026-04-29
LTH
LIFE TIME
0.00%
Shares200
Event2026-03-31
Filed2026-04-29
ALB
ALBEMARLE CORP
0.00%
Shares28
Event2026-03-31
Filed2026-04-29
AVUS
AVANTIS U S
0.00%
Shares45
Event2026-03-31
Filed2026-04-29
MA
MASTERCARD INC
0.00%
Shares10
Event2026-03-31
Filed2026-04-29
RGA
REINSURANCE GROUP
-41.46%
Shares24
Event2026-03-31
Filed2026-04-29
AVUV
AVANTIS U S
0.00%
Shares43
Event2026-03-31
Filed2026-04-29
OMFS
INVESCO RUSSELL
0.00%
Shares104
Event2026-03-31
Filed2026-04-29
WTS
WATTS WATER
-54.29%
Shares16
Event2026-03-31
Filed2026-04-29
WRAP
WRAP TECHNOLOGIES
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-29
VEU
VANGUARD FTSE
0.00%
Shares61
Event2026-03-31
Filed2026-04-29
VXUS
VANGUARD TOTAL
New
Shares59
Event2026-03-31
Filed2026-04-29
CEG
CONSTELLATION ENERGY
0.00%
Shares16
Event2026-03-31
Filed2026-04-29
MGNR
AMERICAN BEACON
0.00%
Shares85
Event2026-03-31
Filed2026-04-29
MDLZ
MONDELEZ INTERNATIONAL
0.00%
Shares76
Event2026-03-31
Filed2026-04-29
MATW
MATTHEWS INTL CORP CL A
0.00%
Shares153
Event2026-03-31
Filed2026-04-29
EOLS
EVOLUS INC
0.00%
Shares927
Event2026-03-31
Filed2026-04-29
STZ
CONSTELLATION BRANDS
0.00%
Shares25
Event2026-03-31
Filed2026-04-29
UBER
UBER TECHNOLOGIES
New
Shares51
Event2026-03-31
Filed2026-04-29
AXP
AMERICAN EXPRESS
New
Shares12
Event2026-03-31
Filed2026-04-29
ZBH
ZIMMER BIOMET
0.00%
Shares40
Event2026-03-31
Filed2026-04-29
LFMD
LIFEMD INC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-29
BJUL
INNOVATOR U S
New
Shares72
Event2026-03-31
Filed2026-04-29
IRWD
IRONWOOD PHARMACEUTICALS
New
Shares1.0K
Event2026-03-31
Filed2026-04-29
EQH
EQUITABLE HOLDINGS
0.00%
Shares94
Event2026-03-31
Filed2026-04-29
PJUL
INNOVATOR U S
New
Shares74
Event2026-03-31
Filed2026-04-29
HRL
HORMEL FOODS
0.00%
Shares150
Event2026-03-31
Filed2026-04-29
GDXJ
VANECK JR
0.00%
Shares28
Event2026-03-31
Filed2026-04-29
GLW
CORNING INC
0.00%
Shares24
Event2026-03-31
Filed2026-04-29
SHEL
SHELL PLC
New
Shares34
Event2026-03-31
Filed2026-04-29
BSX
BOSTON SCIENTIFIC
0.00%
Shares50
Event2026-03-31
Filed2026-04-29
DELL
DELL TECHNOLOGIES
0.00%
Shares19
Event2026-03-31
Filed2026-04-29
FBIN
FORTUNE BRANDS
0.00%
Shares80
Event2026-03-31
Filed2026-04-29
BBRE
JPMORGAN BETABUILDERS
0.00%
Shares32
Event2026-03-31
Filed2026-04-29
CROWN CASTLE
CROWN CASTLE
0.00%
Shares36
Event2026-03-31
Filed2026-04-29
SILA
SILA REALTY
0.00%
Shares117
Event2026-03-31
Filed2026-04-29
BLCN
SIREN NEXGEN
0.00%
Shares128
Event2026-03-31
Filed2026-04-29
FE
FIRSTENERGY CORP
0.00%
Shares53
Event2026-03-31
Filed2026-04-29
IREN
IREN LTD
-7.14%
Shares78
Event2026-03-31
Filed2026-04-29
ZIM
ZIM INTEGRATED
0.00%
Shares97
Event2026-03-31
Filed2026-04-29
ISMD
INSPIRE SMALL
0.00%
Shares63
Event2026-03-31
Filed2026-04-29
FNDF
SCHWAB FUNDAMENTAL
0.00%
Shares51
Event2026-03-31
Filed2026-04-29
EXC
EXELON CORP
0.00%
Shares49
Event2026-03-31
Filed2026-04-29
CSIQ
CANADIAN SOLAR
0.00%
Shares167
Event2026-03-31
Filed2026-04-29
PHM
PULTEGROUP INC
0.00%
Shares20
Event2026-03-31
Filed2026-04-29
DEO
DIAGEO PLC
0.00%
Shares30
Event2026-03-31
Filed2026-04-29
XLC
STATE STREET
-80.00%
Shares20
Event2026-03-31
Filed2026-04-29
TCAF
T ROWE
0.00%
Shares62
Event2026-03-31
Filed2026-04-29
FNDX
SCHWAB FUNDAMENTAL
0.00%
Shares78
Event2026-03-31
Filed2026-04-29
TOL
TOLL BROTHERS
0.00%
Shares15
Event2026-03-31
Filed2026-04-29
BP
BP PLC
0.00%
Shares40
Event2026-03-31
Filed2026-04-29
JEPI
JPMORGAN
0.00%
Shares32
Event2026-03-31
Filed2026-04-29
FNDE
SCHWAB FUNDAMENTAL
0.00%
Shares43
Event2026-03-31
Filed2026-04-29
QDEL
QUIDELORTHO CORP
0.00%
Shares100
Event2026-03-31
Filed2026-04-29
VODAFONE GROUP
VODAFONE GROUP
0.00%
Shares109
Event2026-03-31
Filed2026-04-29
VERSANT MEDIA
VERSANT MEDIA
New
Shares43
Event2026-03-31
Filed2026-04-29
VIA
VIA TRANSN
New
Shares100
Event2026-03-31
Filed2026-04-29
DJT
TRUMP MEDIA
0.00%
Shares156
Event2026-03-31
Filed2026-04-29
AMP
AMERIPRISE FINANCIAL
0.00%
Shares3
Event2026-03-31
Filed2026-04-29
VAC
MARRIOTT VACATIONS
0.00%
Shares19
Event2026-03-31
Filed2026-04-29
CBRL
CRACKER BARREL
0.00%
Shares40
Event2026-03-31
Filed2026-04-29
TECH
BIO-TECHNE
0.00%
Shares20
Event2026-03-31
Filed2026-04-29
GENERAL DYNAMICS
GENERAL DYNAMICS
-80.00%
Shares3
Event2026-03-31
Filed2026-04-29
GEHC
GE HEALTHCARE
0.00%
Shares14
Event2026-03-31
Filed2026-04-29
TWIN
TWIN DISC
0.00%
Shares66
Event2026-03-31
Filed2026-04-29
FIP
FTAI INFRASTRUCTURE
0.00%
Shares200
Event2026-03-31
Filed2026-04-29
ELS
EQUITY LIFESTYLE
0.00%
Shares15
Event2026-03-31
Filed2026-04-29
KHC
KRAFT HEINZ
0.00%
Shares41
Event2026-03-31
Filed2026-04-29
MJ
AMPLIFY ALTERNATIVE
0.00%
Shares38
Event2026-03-31
Filed2026-04-29
DGX
QUEST DIAGNOSTICS
0.00%
Shares4
Event2026-03-31
Filed2026-04-29
SOLV
SOLVENTUM CORP
0.00%
Shares12
Event2026-03-31
Filed2026-04-29
BHF
BRIGHTHOUSE FINANCIAL
0.00%
Shares13
Event2026-03-31
Filed2026-04-29
VOE
VANGUARD MID
0.00%
Shares4
Event2026-03-31
Filed2026-04-29
GIL
GILDAN ACTIVEWEAR
New
Shares12
Event2026-03-31
Filed2026-04-29
MBC
MASTERBRAND INC
0.00%
Shares80
Event2026-03-31
Filed2026-04-29
FITB
FIFTH THIRD
0.00%
Shares13
Event2026-03-31
Filed2026-04-29
NAT
NORDIC AMERICAN
0.00%
Shares100
Event2026-03-31
Filed2026-04-29
QS
QUANTUMSCAPE CORP
0.00%
Shares80
Event2026-03-31
Filed2026-04-29
PNW
PINNACLE WEST
0.00%
Shares5
Event2026-03-31
Filed2026-04-29
CITIGROUP INC
CITIGROUP INC
0.00%
Shares4
Event2026-03-31
Filed2026-04-29

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available