Sponsored
The Analysis of Icon Wealth Advisors, LLC's Holdings & P&L
Currently, Icon Wealth Advisors, LLC holds 389 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in IVV (+42.2K shares, valued at $30.2M), EFG (+201.6K shares, valued at $23.4M), BLCR (+442.2K shares, valued at $20.7M); decreased their positions in OEF (-111.2K shares, valued at $39.1M), ITA (-42.7K shares, valued at $9.1M), N/A (-104.4K shares, valued at $8.9M); initiated new positions in BLCR (+442.2K shares, valued at $20.7M), IDEF (+480.8K shares, valued at $15.6M), LMUB (+293.2K shares, valued at $14.9M).
1M P&L
+26.5M+1.84%
3M P&L
+40.2M+2.82%
HY P&L
+101.7M+7.46%
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/A771.9M
57.3%
2Software - Infrastructure57.3M
4.3%
3Semiconductors48.1M
3.6%
Top Industries by Stock Count
1N/A116 stocks
32.1%
2Software - Application17 stocks
4.7%
3Asset Management13 stocks
3.6%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A171.3K shares-2.97%2026-03-312026-05-12
Sponsored
Sponsored
Sponsored
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW16.9K shares-3.28%2026-03-312026-05-12
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
FIRST TRUST PREFERRED SECURITIES & INCOME ETF FIRST TRUST PREFERRED SECURITIES & INCOME ETF141.5K sharesnew addition2026-03-312026-05-12
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
JPMORGAN BETABUILDERS JAPAN ETF JPMORGAN BETABUILDERS JAPAN ETF11.4K shares0.00%2026-03-312026-05-12
SIRIUSXM HOLDINGS INC COMMON STOCK SIRIUSXM HOLDINGS INC COMMON STOCK30.0K sharesnew addition2026-03-312026-05-12
Sponsored
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS1.2K shares9.25%2026-03-312026-05-12
Sponsored
INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF3.7K shares-10.48%2026-03-312026-05-12
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
JPMORGAN BETABUILDERS CANADA ETF JPMORGAN BETABUILDERS CANADA ETF5.3K shares-12.99%2026-03-312026-05-12
Sponsored
Sponsored
Sponsored
Sponsored
ANNALY CAPITAL MANAGEMENT INC COM NEW ANNALY CAPITAL MANAGEMENT INC COM NEW17.7K sharesnew addition2026-03-312026-05-12
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX1.5K shares0.00%2026-03-312026-05-12
CANADIAN PACIFIC KANSAS CITY COM CANADIAN PACIFIC KANSAS CITY COM3.2K shares-42.37%2026-03-312026-05-12
Sponsored
Sponsored
ISHARES SECURITIZED INCOME ACTIVE ETF ISHARES SECURITIZED INCOME ACTIVE ETF5.1K sharesnew addition2026-03-312026-05-12
EUHY ISHARES EURO HIGH YIELD CORPORATE BOND USD HEDGED ETF4.7K sharesnew addition2026-03-312026-05-12
Sponsored
BITMINE IMMERSION TECHS INC COM NEW BITMINE IMMERSION TECHS INC COM NEW11.6K sharesnew addition2026-03-312026-05-12
Sponsored
Sponsored
Sponsored
Sponsored
IVV
29.00%ISHARES CORE S&P 500 ETF
Shares187.8K
Event2026-03-31
Filed2026-05-12
IVW
13.99%ISHARES S&P 500 GROWTH ETF
Shares492.9K
Event2026-03-31
Filed2026-05-12
DYNF
-5.18%ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
Shares992.6K
Event2026-03-31
Filed2026-05-12
IVE
-3.58%ISHARES S&P 500 VALUE ETF
Shares275.4K
Event2026-03-31
Filed2026-05-12
IEMG
-5.93%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares696.6K
Event2026-03-31
Filed2026-05-12
EFV
2.65%ISHARES MSCI EAFE VALUE ETF
Shares636.6K
Event2026-03-31
Filed2026-05-12
IUSB
11.32%ISHARES CORE TOTAL USD BOND MARKET ETF
Shares1.0M
Event2026-03-31
Filed2026-05-12
EFG
226.48%ISHARES MSCI EAFE GROWTH ETF
Shares290.6K
Event2026-03-31
Filed2026-05-12
NVDA
-11.73%NVIDIA CORPORATION COM
Shares157.7K
Event2026-03-31
Filed2026-05-12
MSFT
-17.19%MICROSOFT CORP COM
Shares75.6K
Event2026-03-31
Filed2026-05-12
QUAL
8.81%ISHARES MSCI USA QUALITY FACTOR ETF
Shares155.3K
Event2026-03-31
Filed2026-05-12
ACCENTURE PLC IRELAND SHS CLASS A
-2.97%ACCENTURE PLC IRELAND SHS CLASS A
Shares171.3K
Event2026-03-31
Filed2026-05-12
BAI
17.09%ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
Shares721.3K
Event2026-03-31
Filed2026-05-12
AAPL
-13.66%APPLE INC COM
Shares109.9K
Event2026-03-31
Filed2026-05-12
THRO
14.23%ISHARES U.S. THEMATIC ROTATION ACTIVE ETF
Shares672.3K
Event2026-03-31
Filed2026-05-12
MUB
5.31%ISHARES NATIONAL MUNI BOND ETF
Shares229.8K
Event2026-03-31
Filed2026-05-12
MTUM
12.14%ISHARES MSCI USA MOMENTUM FACTOR ETF
Shares86.0K
Event2026-03-31
Filed2026-05-12
XOM
-7.81%EXXON MOBIL CORP COM
Shares152.4K
Event2026-03-31
Filed2026-05-12
AMZN
-18.93%AMAZON COM INC COM
Shares87.3K
Event2026-03-31
Filed2026-05-12
CVX
-4.22%CHEVRON CORPORATION COM
Shares115.5K
Event2026-03-31
Filed2026-05-12
BLCR
NewISHARES LARGE CAP CORE ACTIVE ETF
Shares442.2K
Event2026-03-31
Filed2026-05-12
TLH
-19.47%ISHARES 10-20 YEAR TREASURY BOND ETF
Shares202.9K
Event2026-03-31
Filed2026-05-12
SPY
4.37%STATE STREET SPDR S&P 500 ETF
Shares26.7K
Event2026-03-31
Filed2026-05-12
ALPHABET INC CAP STK CL A
-6.15%ALPHABET INC CAP STK CL A
Shares52.9K
Event2026-03-31
Filed2026-05-12
EPD
-11.95%ENTERPRISE PRODS PARTNERS L P COM
Shares402.5K
Event2026-03-31
Filed2026-05-12
IDEF
NewISHARES DEFENSE INDUSTRIALS ACTIVE ETF
Shares480.8K
Event2026-03-31
Filed2026-05-12
LMUB
NewISHARES LONG-TERM NATIONAL MUNI BOND ETF
Shares293.2K
Event2026-03-31
Filed2026-05-12
ALPHABET INC CAP STK CL C
-28.32%ALPHABET INC CAP STK CL C
Shares37.5K
Event2026-03-31
Filed2026-05-12
MBB
5.22%ISHARES MBS ETF
Shares137.2K
Event2026-03-31
Filed2026-05-12
GOVT
820.60%ISHARES U.S. TREASURY BOND ETF
Shares564.1K
Event2026-03-31
Filed2026-05-12
BINC
0.26%ISHARES FLEXIBLE INCOME ACTIVE ETF
Shares233.7K
Event2026-03-31
Filed2026-05-12
BROADCOM INC COM
-34.93%BROADCOM INC COM
Shares28.7K
Event2026-03-31
Filed2026-05-12
IAGG
16.39%ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
Shares225.4K
Event2026-03-31
Filed2026-05-12
WTTR
0.00%SELECT WATER SOLUTIONS INC CL A COM
Shares629.6K
Event2026-03-31
Filed2026-05-12
JPM
-14.80%JPMORGAN CHASE & CO COM
Shares34.4K
Event2026-03-31
Filed2026-05-12
UNH
33.14%UNITEDHEALTH GROUP INC COM
Shares22.6K
Event2026-03-31
Filed2026-05-12
META
-6.02%META PLATFORMS INC CL A
Shares12.2K
Event2026-03-31
Filed2026-05-12
V
-19.22%VISA INC COM CL A
Shares24.3K
Event2026-03-31
Filed2026-05-12
BERKSHIRE HATHAWAY INC DEL CL B NEW
-3.28%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares16.9K
Event2026-03-31
Filed2026-05-12
WMB
-0.51%WILLIAMS COS INC COM
Shares102.0K
Event2026-03-31
Filed2026-05-12
TSM
-5.77%TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
Shares18.6K
Event2026-03-31
Filed2026-05-12
ABBV
-16.35%ABBVIE INC COM
Shares35.6K
Event2026-03-31
Filed2026-05-12
BAC
-7.26%BANK OF AMER CORP COM
Shares135.7K
Event2026-03-31
Filed2026-05-12
LLY
-41.34%ELI LILLY & CO COM
Shares8.4K
Event2026-03-31
Filed2026-05-12
OKE
-1.49%ONEOK INC NEW COM
Shares79.6K
Event2026-03-31
Filed2026-05-12
CSCO
15.17%CISCO SYS INC COM
Shares77.1K
Event2026-03-31
Filed2026-05-12
JNJ
-26.54%JOHNSON & JOHNSON COM
Shares27.3K
Event2026-03-31
Filed2026-05-12
ISHARES GOLD TRUST
-59.27%ISHARES GOLD TRUST
Shares71.7K
Event2026-03-31
Filed2026-05-12
IWF
167.77%ISHARES RUSSELL 1000 GROWTH ETF
Shares51.1K
Event2026-03-31
Filed2026-05-12
TPYP
-2.54%TORTOISE NORTH AMERICAN PIPELINE ETF
Shares138.9K
Event2026-03-31
Filed2026-05-12
EATON CORP PLC SHS
-23.74%EATON CORP PLC SHS
Shares12.8K
Event2026-03-31
Filed2026-05-12
TRGP
3.08%TARGA RES CORP COM
Shares20.3K
Event2026-03-31
Filed2026-05-12
CMI
292.03%CUMMINS INC COM
Shares7.7K
Event2026-03-31
Filed2026-05-12
ORCL
-37.73%ORACLE CORP COM
Shares28.4K
Event2026-03-31
Filed2026-05-12
PNC
71.12%PNC FINL SVCS GROUP INC COM
Shares21.1K
Event2026-03-31
Filed2026-05-12
HD
-10.99%HOME DEPOT INC COM
Shares14.3K
Event2026-03-31
Filed2026-05-12
KMI
-30.35%KINDER MORGAN INC DEL COM
Shares138.2K
Event2026-03-31
Filed2026-05-12
ET
27.45%ENERGY TRANSFER L P COM UT LTD PTN
Shares219.3K
Event2026-03-31
Filed2026-05-12
TSLA
-1.88%TESLA INC COM
Shares11.6K
Event2026-03-31
Filed2026-05-12
LAM RESEARCH CORP COM NEW
-3.64%LAM RESEARCH CORP COM NEW
Shares16.9K
Event2026-03-31
Filed2026-05-12
WMT
22.74%WALMART INC COM
Shares32.9K
Event2026-03-31
Filed2026-05-12
VTI
4.10%VANGUARD TOTAL STOCK MARKET ETF
Shares11.4K
Event2026-03-31
Filed2026-05-12
IWD
-8.54%ISHARES RUSSELL 1000 VALUE ETF
Shares17.3K
Event2026-03-31
Filed2026-05-12
NEE
-1.28%NEXTERA ENERGY INC COM
Shares41.5K
Event2026-03-31
Filed2026-05-12
EOG
-3.30%EOG RES INC COM
Shares27.8K
Event2026-03-31
Filed2026-05-12
PM
11.24%PHILIP MORRIS INTL INC COM
Shares23.6K
Event2026-03-31
Filed2026-05-12
PG
-25.74%PROCTER & GAMBLE CO COM
Shares25.7K
Event2026-03-31
Filed2026-05-12
FET
0.00%FORUM ENERGY TECHNOLOGIES INC COM
Shares58.4K
Event2026-03-31
Filed2026-05-12
TXN
-17.52%TEXAS INSTRS INC COM
Shares13.7K
Event2026-03-31
Filed2026-05-12
BE
-13.58%BLOOM ENERGY CORP COM CL A
Shares12.7K
Event2026-03-31
Filed2026-05-12
MCD
-32.18%MCDONALDS CORP COM
Shares12.3K
Event2026-03-31
Filed2026-05-12
IYW
-51.18%ISHARES U.S. TECHNOLOGY ETF
Shares15.9K
Event2026-03-31
Filed2026-05-12
MA
-41.93%MASTERCARD INCORPORATED CL A
Shares6.5K
Event2026-03-31
Filed2026-05-12
BA
19.11%BOEING CO COM
Shares15.0K
Event2026-03-31
Filed2026-05-12
PEP
-0.92%PEPSICO INC COM
Shares21.3K
Event2026-03-31
Filed2026-05-12
HIMU
-57.88%ISHARES HIGH YIELD MUNI ACTIVE ETF
Shares65.2K
Event2026-03-31
Filed2026-05-12
TE CONNECTIVITY PLC ORD SHS
33.53%TE CONNECTIVITY PLC ORD SHS
Shares15.0K
Event2026-03-31
Filed2026-05-12
NFLX
5.73%NETFLIX INC. COM
Shares33.3K
Event2026-03-31
Filed2026-05-12
GENERAL DYNAMICS CORP COM
24.49%GENERAL DYNAMICS CORP COM
Shares8.9K
Event2026-03-31
Filed2026-05-12
TRAVELERS COMPANIES INC COM
NewTRAVELERS COMPANIES INC COM
Shares9.8K
Event2026-03-31
Filed2026-05-12
IXN
-2.58%ISHARES GLOBAL TECH ETF
Shares24.4K
Event2026-03-31
Filed2026-05-12
USMV
6.01%ISHARES MSCI USA MIN VOL FACTOR ETF
Shares31.0K
Event2026-03-31
Filed2026-05-12
DIS
-7.77%DISNEY WALT CO COM
Shares28.4K
Event2026-03-31
Filed2026-05-12
APOLLO GLOBAL MGMT INC COM
170.64%APOLLO GLOBAL MGMT INC COM
Shares23.0K
Event2026-03-31
Filed2026-05-12
COST
-0.92%COSTCO WHOLESALE CORPORATION COM
Shares2.8K
Event2026-03-31
Filed2026-05-12
ASML
-31.96%ASML HLDG NV N Y REGISTRY SHS
Shares2.0K
Event2026-03-31
Filed2026-05-12
SHOP
-33.23%SHOPIFY INC CL A SUB VTG SHS
Shares22.5K
Event2026-03-31
Filed2026-05-12
ESGU
0.22%ISHARES ESG AWARE MSCI USA ETF
Shares16.6K
Event2026-03-31
Filed2026-05-12
FIRST TRUST PREFERRED SECURITIES & INCOME ETF
NewFIRST TRUST PREFERRED SECURITIES & INCOME ETF
Shares141.5K
Event2026-03-31
Filed2026-05-12
MDLZ
-23.22%MONDELEZ INTL INC CL A
Shares41.7K
Event2026-03-31
Filed2026-05-12
CME
-7.60%CME GROUP INC COM
Shares8.8K
Event2026-03-31
Filed2026-05-12
ITA
-78.22%ISHARES U.S. AEROSPACE & DEFENSE ETF
Shares11.9K
Event2026-03-31
Filed2026-05-12
INTC
-6.03%INTEL CORP COM
Shares26.7K
Event2026-03-31
Filed2026-05-12
GRMN
327.92%GARMIN LTD SHS
Shares9.8K
Event2026-03-31
Filed2026-05-12
CORO
NewISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF
Shares72.9K
Event2026-03-31
Filed2026-05-12
PAA
-0.85%PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN
Shares109.2K
Event2026-03-31
Filed2026-05-12
ADP
-3.88%AUTOMATIC DATA PROCESSING INC COM
Shares11.4K
Event2026-03-31
Filed2026-05-12
DRI
149.89%DARDEN RESTAURANTS INC COM
Shares11.6K
Event2026-03-31
Filed2026-05-12
SRE
0.01%SEMPRA COM
Shares24.6K
Event2026-03-31
Filed2026-05-12
ITOT
1.81%ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
Shares14.1K
Event2026-03-31
Filed2026-05-12
BEN
-58.07%FRANKLIN RESOURCES INC COM
Shares74.3K
Event2026-03-31
Filed2026-05-12
BLACKROCK INC COM
-24.27%BLACKROCK INC COM
Shares2.1K
Event2026-03-31
Filed2026-05-12
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL CL A
Shares3
Event2026-03-31
Filed2026-05-12
PPL
0.05%PPL CORP COM
Shares54.6K
Event2026-03-31
Filed2026-05-12
VICI
23.03%VICI PPTYS INC COM
Shares73.2K
Event2026-03-31
Filed2026-05-12
AXP
-21.03%AMERICAN EXPRESS CO COM
Shares6.5K
Event2026-03-31
Filed2026-05-12
VUG
506.91%VANGUARD GROWTH ETF
Shares24.3K
Event2026-03-31
Filed2026-05-12
HIG
0.81%HARTFORD INSURANCE GROUP INC COM
Shares14.4K
Event2026-03-31
Filed2026-05-12
IGM
-5.45%ISHARES EXPANDED TECH SECTOR ETF
Shares13.9K
Event2026-03-31
Filed2026-05-12
SBUX
-48.90%STARBUCKS CORP COM
Shares18.3K
Event2026-03-31
Filed2026-05-12
BXSL
-0.96%BLACKSTONE SECD LENDING FD COMMON STOCK
Shares78.1K
Event2026-03-31
Filed2026-05-12
RTX CORPORATION COM
NewRTX CORPORATION COM
Shares10.6K
Event2026-03-31
Filed2026-05-12
FSK
2.06%FS KKR CAP CORP COM
Shares171.7K
Event2026-03-31
Filed2026-05-12
LINDE PLC SHS
-23.27%LINDE PLC SHS
Shares3.6K
Event2026-03-31
Filed2026-05-12
PSX
18.18%PHILLIPS 66 COM
Shares10.4K
Event2026-03-31
Filed2026-05-12
EMLP
0.39%FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
Shares41.0K
Event2026-03-31
Filed2026-05-12
FAUG
-6.01%FT VEST U.S. EQUITY BUFFER ETF - AUGUST
Shares32.7K
Event2026-03-31
Filed2026-05-12
IEFA
-0.36%ISHARES CORE MSCI EAFE ETF
Shares19.2K
Event2026-03-31
Filed2026-05-12
PFE
58.46%PFIZER INC COM
Shares68.0K
Event2026-03-31
Filed2026-05-12
OEF
-95.65%ISHARES S&P 100 ETF
Shares5.1K
Event2026-03-31
Filed2026-05-12
MPWR
-31.30%MONOLITHIC PWR SYS INC COM
Shares1.1K
Event2026-03-31
Filed2026-05-12
DE
3.55%DEERE & CO COM
Shares3.1K
Event2026-03-31
Filed2026-05-12
FAST
117.03%FASTENAL CO COM
Shares38.8K
Event2026-03-31
Filed2026-05-12
MERCK & CO INC COM
-1.28%MERCK & CO INC COM
Shares15.3K
Event2026-03-31
Filed2026-05-12
EMXC
-1.35%ISHARES MSCI EMERGING MARKETS EX CHINA ETF
Shares18.7K
Event2026-03-31
Filed2026-05-12
MO
14.24%ALTRIA GROUP INC COM
Shares24.3K
Event2026-03-31
Filed2026-05-12
WEC ENERGY GROUP INC COM
6.81%WEC ENERGY GROUP INC COM
Shares14.3K
Event2026-03-31
Filed2026-05-12
VRTX
0.59%VERTEX PHARMACEUTICALS INC COM
Shares3.8K
Event2026-03-31
Filed2026-05-12
KO
-23.60%COCA COLA CO COM
Shares19.2K
Event2026-03-31
Filed2026-05-12
UNP
-29.21%UNION PAC CORP COM
Shares5.7K
Event2026-03-31
Filed2026-05-12
HON
22.06%HONEYWELL INTL INC COM
Shares7.1K
Event2026-03-31
Filed2026-05-12
AVB
-1.26%AVALONBAY CMNTYS INC COM
Shares7.9K
Event2026-03-31
Filed2026-05-12
GLW
-45.49%CORNING INC COM
Shares9.5K
Event2026-03-31
Filed2026-05-12
TMO
17.00%THERMO FISHER SCIENTIFIC INC COM
Shares3.1K
Event2026-03-31
Filed2026-05-12
SCHW
173.75%SCHWAB CHARLES CORP COM
Shares15.7K
Event2026-03-31
Filed2026-05-12
MS
0.16%MORGAN STANLEY COM NEW
Shares7.6K
Event2026-03-31
Filed2026-05-12
PWR
29.77%QUANTA SVCS INC COM
Shares2.2K
Event2026-03-31
Filed2026-05-12
DGRO
-0.67%ISHARES CORE DIVIDEND GROWTH ETF
Shares19.4K
Event2026-03-31
Filed2026-05-12
ABT
-52.14%ABBOTT LABORATORIES COM
Shares15.4K
Event2026-03-31
Filed2026-05-12
INTU
-16.10%INTUIT COM
Shares3.5K
Event2026-03-31
Filed2026-05-12
ITW
-1.40%ILLINOIS TOOL WKS INC COM
Shares5.2K
Event2026-03-31
Filed2026-05-12
COP
-10.42%CONOCOPHILLIPS COM
Shares10.2K
Event2026-03-31
Filed2026-05-12
SCM
-0.15%STELLUS CAP INVT CORP COM
Shares135.3K
Event2026-03-31
Filed2026-05-12
QCOM
-20.85%QUALCOMM INC COM
Shares8.3K
Event2026-03-31
Filed2026-05-12
UPS
20.02%UNITED PARCEL SVCS INC CL B
Shares12.1K
Event2026-03-31
Filed2026-05-12
CAT
-26.49%CATERPILLAR INC COM
Shares1.6K
Event2026-03-31
Filed2026-05-12
SNPS
-27.67%SYNOPSYS INC COM
Shares2.7K
Event2026-03-31
Filed2026-05-12
SPGI
-39.46%S&P GLOBAL INC COM
Shares3.0K
Event2026-03-31
Filed2026-05-12
JBHT
58.83%HUNT J B TRANS SVCS INC COM
Shares5.1K
Event2026-03-31
Filed2026-05-12
PR
-10.23%PERMIAN RESOURCES CORP CLASS A COM
Shares57.6K
Event2026-03-31
Filed2026-05-12
GE AEROSPACE COM NEW
4.73%GE AEROSPACE COM NEW
Shares4.3K
Event2026-03-31
Filed2026-05-12
MNST
1.87%MONSTER BEVERAGE CORP NEW COM
Shares15.7K
Event2026-03-31
Filed2026-05-12
XLI
0.21%STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
Shares7.1K
Event2026-03-31
Filed2026-05-12
XLK
0.01%STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares7.5K
Event2026-03-31
Filed2026-05-12
AMD
-0.21%ADVANCED MICRO DEVICES INC COM
Shares3.4K
Event2026-03-31
Filed2026-05-12
TJX
54.02%TJX COS INC NEW COM
Shares7.2K
Event2026-03-31
Filed2026-05-12
VANGUARD S&P 500 ETF
-6.11%VANGUARD S&P 500 ETF
Shares1.7K
Event2026-03-31
Filed2026-05-12
ISRG
-61.90%INTUITIVE SURGICAL INC COM NEW
Shares2.5K
Event2026-03-31
Filed2026-05-12
ADSK
1.79%AUTODESK INC COM
Shares4.7K
Event2026-03-31
Filed2026-05-12
NUE
28.99%NUCOR CORP COM
Shares4.9K
Event2026-03-31
Filed2026-05-12
CRM
13.19%SALESFORCE INC COM
Shares5.9K
Event2026-03-31
Filed2026-05-12
INVESCO QQQ TRUST SERIES I
-28.05%INVESCO QQQ TRUST SERIES I
Shares1.6K
Event2026-03-31
Filed2026-05-12
URI
-32.41%UNITED RENTALS INC COM
Shares1.1K
Event2026-03-31
Filed2026-05-12
LNG
51.04%CHENIERE ENERGY INC COM NEW
Shares3.9K
Event2026-03-31
Filed2026-05-12
LOW
-0.48%LOWES COS INC COM
Shares4.4K
Event2026-03-31
Filed2026-05-12
ROST
NewROSS STORES INC COM
Shares4.5K
Event2026-03-31
Filed2026-05-12
PGR
-35.07%PROGRESSIVE CORP COM
Shares5.0K
Event2026-03-31
Filed2026-05-12
KMB
NewKIMBERLY-CLARK CORP COM
Shares10.3K
Event2026-03-31
Filed2026-05-12
FDL
0.24%FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
Shares19.7K
Event2026-03-31
Filed2026-05-12
VTV
22.70%VANGUARD VALUE ETF
Shares4.8K
Event2026-03-31
Filed2026-05-12
ASTRAZENECA PLC ORD
-62.76%ASTRAZENECA PLC ORD
Shares5.2K
Event2026-03-31
Filed2026-05-12
VXUS
0.10%VANGUARD TOTAL INTERNATIONAL STOCK ETF
Shares12.0K
Event2026-03-31
Filed2026-05-12
BSM
-2.60%BLACK STONE MINERALS L P COM UNIT
Shares68.0K
Event2026-03-31
Filed2026-05-12
AMAT
49.67%APPLIED MATLS INC COM
Shares2.5K
Event2026-03-31
Filed2026-05-12
IBIT
10.04%ISHARES BITCOIN TRUST ETF
Shares22.4K
Event2026-03-31
Filed2026-05-12
VNT
67.08%VONTIER CORPORATION COM
Shares27.4K
Event2026-03-31
Filed2026-05-12
COF
-27.77%CAPITAL ONE FINL CORP COM
Shares4.9K
Event2026-03-31
Filed2026-05-12
DOCT
-0.06%FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER
Shares20.6K
Event2026-03-31
Filed2026-05-12
IGEB
-14.87%ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF
Shares20.5K
Event2026-03-31
Filed2026-05-12
SYSB
12.05%ISHARES SYSTEMATIC BOND ETF
Shares10.3K
Event2026-03-31
Filed2026-05-12
MU
19.09%MICRON TECHNOLOGY INC COM
Shares1.7K
Event2026-03-31
Filed2026-05-12
CLX
NewCLOROX CO DEL COM
Shares9.5K
Event2026-03-31
Filed2026-05-12
GJUN
-0.08%FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE
Shares21.9K
Event2026-03-31
Filed2026-05-12
WFC
34.30%WELLS FARGO & CO COM
Shares10.9K
Event2026-03-31
Filed2026-05-12
BTI
NewBRITISH AMERN TOB PLC SPONSORED ADR
Shares15.3K
Event2026-03-31
Filed2026-05-12
VRT
-0.49%VERTIV HOLDINGS CO COM CL A
Shares2.9K
Event2026-03-31
Filed2026-05-12
REGN
-4.91%REGENERON PHARMACEUTICALS COM
Shares1.3K
Event2026-03-31
Filed2026-05-12
ICE
-50.19%INTERCONTINENTAL EXCHANGE INC COM
Shares5.5K
Event2026-03-31
Filed2026-05-12
VZ
144.51%VERIZON COMMUNICATIONS INC COM
Shares18.4K
Event2026-03-31
Filed2026-05-12
VEA
36.47%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares12.8K
Event2026-03-31
Filed2026-05-12
ILMN
182.37%ILLUMINA INC COM
Shares7.1K
Event2026-03-31
Filed2026-05-12
EMR
13.56%EMERSON ELEC CO COM
Shares6.2K
Event2026-03-31
Filed2026-05-12
STWD
16.36%STARWOOD PPTY TR INC COM
Shares45.9K
Event2026-03-31
Filed2026-05-12
T
-22.94%AT&T INC COM
Shares31.9K
Event2026-03-31
Filed2026-05-12
JPMORGAN BETABUILDERS JAPAN ETF
0.00%JPMORGAN BETABUILDERS JAPAN ETF
Shares11.4K
Event2026-03-31
Filed2026-05-12
SIRIUSXM HOLDINGS INC COMMON STOCK
NewSIRIUSXM HOLDINGS INC COMMON STOCK
Shares30.0K
Event2026-03-31
Filed2026-05-12
AMRZ
11.19%AMRIZE LTD SHS
Shares14.1K
Event2026-03-31
Filed2026-05-12
OBDC
4.21%BLUE OWL CAPITAL CORPORATION COM
Shares70.7K
Event2026-03-31
Filed2026-05-12
TRP
-0.10%TC ENERGY CORP COM
Shares12.4K
Event2026-03-31
Filed2026-05-12
DFAC
0.00%DIMENSIONAL U.S. CORE EQUITY 2 ETF
Shares18.7K
Event2026-03-31
Filed2026-05-12
SPFI
NewSOUTH PLAINS FINANCIAL INC COM
Shares19.3K
Event2026-03-31
Filed2026-05-12
FVD
0.00%FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
Shares16.4K
Event2026-03-31
Filed2026-05-12
DBEF
0.00%XTRACKERS MSCI EAFE HEDGED EQUITY ETF
Shares15.1K
Event2026-03-31
Filed2026-05-12
IXUS
-13.63%ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
Shares8.4K
Event2026-03-31
Filed2026-05-12
UBER
-49.97%UBER TECHNOLOGIES INC COM
Shares10.1K
Event2026-03-31
Filed2026-05-12
PLTR
30.99%PALANTIR TECHNOLOGIES INC CL A
Shares5.4K
Event2026-03-31
Filed2026-05-12
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
9.25%SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
Shares1.2K
Event2026-03-31
Filed2026-05-12
MTN
105.28%VAIL RESORTS INC COM
Shares6.1K
Event2026-03-31
Filed2026-05-12
INVESCO S&P 500 EQUAL WEIGHT ETF
-10.48%INVESCO S&P 500 EQUAL WEIGHT ETF
Shares3.7K
Event2026-03-31
Filed2026-05-12
ENB
-3.65%ENBRIDGE INC COM
Shares13.7K
Event2026-03-31
Filed2026-05-12
AMT
93.61%AMERICAN TOWER CORP COM
Shares4.1K
Event2026-03-31
Filed2026-05-12
SHEL
65.04%SHELL PLC SPON ADS
Shares8.1K
Event2026-03-31
Filed2026-05-12
GSBD
7.57%GOLDMAN SACHS BDC INC SHS
Shares74.5K
Event2026-03-31
Filed2026-05-12
AMGN
-2.38%AMGEN INC COM
Shares2.1K
Event2026-03-31
Filed2026-05-12
EMO
0.18%CLEARBRIDGE ENERGY MIDSTREAM O COM
Shares14.2K
Event2026-03-31
Filed2026-05-12
POOL
216.32%POOL CORP COM
Shares3.4K
Event2026-03-31
Filed2026-05-12
TROW
NewPRICE T ROWE GROUP INC COM
Shares7.0K
Event2026-03-31
Filed2026-05-12
ARISTA NETWORKS INC COM SHS
-30.53%ARISTA NETWORKS INC COM SHS
Shares4.2K
Event2026-03-31
Filed2026-05-12
MCHP
43.84%MICROCHIP TECHNOLOGY INC. COM
Shares7.7K
Event2026-03-31
Filed2026-05-12
VWO
34.09%VANGUARD FTSE EMERGING MARKETS ETF
Shares11.9K
Event2026-03-31
Filed2026-05-12
TFC
0.13%TRUIST FINL CORP COM
Shares13.5K
Event2026-03-31
Filed2026-05-12
MCK
56.63%MCKESSON CORP COM
Shares827
Event2026-03-31
Filed2026-05-12
IEF
2.67%ISHARES 7-10 YEAR TREASURY BOND ETF
Shares7.2K
Event2026-03-31
Filed2026-05-12
CLOA
14.88%ISHARES AAA CLO ACTIVE ETF
Shares13.0K
Event2026-03-31
Filed2026-05-12
GEV
-51.02%GE VERNOVA INC COM
Shares626
Event2026-03-31
Filed2026-05-12
NVO
-32.77%NOVO-NORDISK A S ADR
Shares16.5K
Event2026-03-31
Filed2026-05-12
VGIT
0.00%VANGUARD INTERMEDIATE-TERM TREASURY ETF
Shares11.1K
Event2026-03-31
Filed2026-05-12
IGRO
0.01%ISHARES INTERNATIONAL DIVIDEND GROWTH ETF
Shares7.7K
Event2026-03-31
Filed2026-05-12
VIG
0.00%VANGUARD DIVIDEND APPRECIATION ETF
Shares2.9K
Event2026-03-31
Filed2026-05-12
CALM
87.90%CAL MAINE FOODS INC COM NEW
Shares8.7K
Event2026-03-31
Filed2026-05-12
NVS
-4.05%NOVARTIS AG SPONSORED ADR
Shares4.5K
Event2026-03-31
Filed2026-05-12
SW
0.00%SMURFIT WESTROCK PLC SHS
Shares16.1K
Event2026-03-31
Filed2026-05-12
HEFA
-8.11%ISHARES CURRENCY HEDGED MSCI EAFE ETF
Shares14.3K
Event2026-03-31
Filed2026-05-12
VTR
NewVENTAS INC COM
Shares7.0K
Event2026-03-31
Filed2026-05-12
WDC
16.85%WESTERN DIGITAL CORP COM
Shares1.5K
Event2026-03-31
Filed2026-05-12
GM
147.94%GENERAL MTRS CO COM
Shares7.9K
Event2026-03-31
Filed2026-05-12
WES
31.27%WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT
Shares14.1K
Event2026-03-31
Filed2026-05-12
QLTA
-28.64%ISHARES AAA-A RATED CORPORATE BOND ETF
Shares12.3K
Event2026-03-31
Filed2026-05-12
OMF
140.95%ONEMAIN HLDGS INC COM
Shares10.1K
Event2026-03-31
Filed2026-05-12
TEM
-4.51%TEMPUS AI INC CL A
Shares11.7K
Event2026-03-31
Filed2026-05-12
HLT
0.50%HILTON WORLDWIDE HLDGS INC COM
Shares1.8K
Event2026-03-31
Filed2026-05-12
TER
11.58%TERADYNE INC COM
Shares1.9K
Event2026-03-31
Filed2026-05-12
XLF
-35.90%STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Shares10.8K
Event2026-03-31
Filed2026-05-12
HASI
69.34%HA SUSTAINABLE INFRA CAP INC COM
Shares13.8K
Event2026-03-31
Filed2026-05-12
IWP
-0.07%ISHARES RUSSELL MID-CAP GROWTH ETF
Shares4.2K
Event2026-03-31
Filed2026-05-12
MAR
-41.64%MARRIOTT INTL INC NEW CL A
Shares1.6K
Event2026-03-31
Filed2026-05-12
SAIA
0.00%SAIA INC COM
Shares1.3K
Event2026-03-31
Filed2026-05-12
MAIN
9.89%MAIN STR CAP CORP COM
Shares10.0K
Event2026-03-31
Filed2026-05-12
CB
-36.84%CHUBB LTD SWITZ COM
Shares1.6K
Event2026-03-31
Filed2026-05-12
IBOC
0.00%INTERNATIONAL BANCSHARES CORP COM
Shares7.5K
Event2026-03-31
Filed2026-05-12
JPMORGAN BETABUILDERS CANADA ETF
-12.99%JPMORGAN BETABUILDERS CANADA ETF
Shares5.3K
Event2026-03-31
Filed2026-05-12
EXPD
2.05%EXPEDITORS INTL WASH INC COM
Shares3.5K
Event2026-03-31
Filed2026-05-12
NOC
4.46%NORTHROP GRUMMAN CORP COM
Shares867
Event2026-03-31
Filed2026-05-12
FCX
91.95%FREEPORT MCMORAN INC CL B
Shares8.7K
Event2026-03-31
Filed2026-05-12
IWS
-0.09%ISHARES RUSSELL MID-CAP VALUE ETF
Shares3.2K
Event2026-03-31
Filed2026-05-12
DTE
24.42%DTE ENERGY CO COM
Shares3.3K
Event2026-03-31
Filed2026-05-12
VIOV
0.00%VANGUARD S&P SMALL-CAP 600 VALUE ETF
Shares4.4K
Event2026-03-31
Filed2026-05-12
IFRA
-1.04%ISHARES U.S. INFRASTRUCTURE ETF
Shares7.9K
Event2026-03-31
Filed2026-05-12
IETC
0.08%ISHARES U.S. TECH INDEPENDENCE FOCUSED ETF
Shares4.7K
Event2026-03-31
Filed2026-05-12
SEIC
2.26%SEI INVTS CO COM
Shares5.2K
Event2026-03-31
Filed2026-05-12
GLPI
91.17%GAMING & LEISURE P COM
Shares9.9K
Event2026-03-31
Filed2026-05-12
VTEB
-51.43%VANGUARD TAX-EXEMPT BOND ETF
Shares9.4K
Event2026-03-31
Filed2026-05-12
BBEU
0.02%JPMORGAN BETABUILDERS EUROPE ETF
Shares6.3K
Event2026-03-31
Filed2026-05-12
HRL
NewHORMEL FOODS CORP COM
Shares22.5K
Event2026-03-31
Filed2026-05-12
IDXX
-78.67%IDEXX LABS INC COM
Shares836
Event2026-03-31
Filed2026-05-12
FEX
0.00%FIRST TRUST LARGE CAP CORE ALPHADEX FUND
Shares3.6K
Event2026-03-31
Filed2026-05-12
SHW
-38.26%SHERWIN WILLIAMS CO COM
Shares1.4K
Event2026-03-31
Filed2026-05-12
BBAX
0.03%JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF
Shares7.4K
Event2026-03-31
Filed2026-05-12
MGK
400.19%VANGUARD MEGA CAP GROWTH ETF
Shares5.2K
Event2026-03-31
Filed2026-05-12
ZTS
-76.94%ZOETIS INC CL A
Shares3.8K
Event2026-03-31
Filed2026-05-12
TMUS
99.82%T-MOBILE US INC COM
Shares2.2K
Event2026-03-31
Filed2026-05-12
SHY
0.08%ISHARES 1-3 YEAR TREASURY BOND ETF
Shares5.2K
Event2026-03-31
Filed2026-05-12
BALI
NewISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETF
Shares12.9K
Event2026-03-31
Filed2026-05-12
MSCI
-85.59%MSCI INC COM
Shares696
Event2026-03-31
Filed2026-05-12
STEL
-67.15%STELLAR BANCORP INC COM
Shares11.1K
Event2026-03-31
Filed2026-05-12
SO
NewSOUTHERN CO COM
Shares4.4K
Event2026-03-31
Filed2026-05-12
SOUTHSTATE BK CORP COM
24.46%SOUTHSTATE BK CORP COM
Shares4.2K
Event2026-03-31
Filed2026-05-12
EIPI
-6.50%FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF
Shares18.1K
Event2026-03-31
Filed2026-05-12
KNTK
NewKINETIK HOLDINGS INC COM NEW CL A
Shares8.2K
Event2026-03-31
Filed2026-05-12
BKR
-0.44%BAKER HUGHES COMPANY CL A
Shares5.9K
Event2026-03-31
Filed2026-05-12
ANNALY CAPITAL MANAGEMENT INC COM NEW
NewANNALY CAPITAL MANAGEMENT INC COM NEW
Shares17.7K
Event2026-03-31
Filed2026-05-12
MPLX
1.29%MPLX LP COM UNIT REP LTD
Shares7.2K
Event2026-03-31
Filed2026-05-12
CWEN
NewCLEARWAY ENERGY INC CL C
Shares10.4K
Event2026-03-31
Filed2026-05-12
XJUN
-0.30%FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE
Shares8.9K
Event2026-03-31
Filed2026-05-12
CVS
10.00%CVS HEALTH CORP COM
Shares4.7K
Event2026-03-31
Filed2026-05-12
UNILEVER PLC SPON ADR NEW
-6.00%UNILEVER PLC SPON ADR NEW
Shares6.9K
Event2026-03-31
Filed2026-05-12
GLD
-51.21%SPDR GOLD SHARES
Shares929
Event2026-03-31
Filed2026-05-12
YUM
2.03%YUM BRANDS INC COM
Shares2.4K
Event2026-03-31
Filed2026-05-12
BTT
0.00%BLACKROCK MUN TARGET TERM TR COM SHS BEN IN
Shares16.8K
Event2026-03-31
Filed2026-05-12
CASY
-8.35%CASEYS GEN STORES INC COM
Shares483
Event2026-03-31
Filed2026-05-12
SOXX
-1.08%ISHARES SEMICONDUCTOR ETF
Shares827
Event2026-03-31
Filed2026-05-12
DTM
1.07%DT MIDSTREAM INC COMMON STOCK
Shares2.6K
Event2026-03-31
Filed2026-05-12
TFI
0.04%STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF
Shares7.9K
Event2026-03-31
Filed2026-05-12
WPM
0.14%WHEATON PRECIOUS METALS CORP COM
Shares2.9K
Event2026-03-31
Filed2026-05-12
NKE
-2.82%NIKE INC CL B
Shares8.0K
Event2026-03-31
Filed2026-05-12
ALL
0.42%ALLSTATE CORP COM
Shares1.7K
Event2026-03-31
Filed2026-05-12
IWN
-45.55%ISHARES RUSSELL 2000 VALUE ETF
Shares1.7K
Event2026-03-31
Filed2026-05-12
SHM
0.00%STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF
Shares7.3K
Event2026-03-31
Filed2026-05-12
WM
NewWASTE MGMT INC DEL COM
Shares1.5K
Event2026-03-31
Filed2026-05-12
CRWD
15.06%CROWDSTRIKE HLDGS INC CL A
Shares764
Event2026-03-31
Filed2026-05-12
DDOG
NewDATADOG INC CL A COM
Shares2.6K
Event2026-03-31
Filed2026-05-12
LMT
-84.21%LOCKHEED MARTIN CORP COM
Shares675
Event2026-03-31
Filed2026-05-12
CLH
1.72%CLEAN HARBORS INC COM
Shares1.1K
Event2026-03-31
Filed2026-05-12
CWS
NewADVISORSHARES FOCUSED EQUITY ETF
Shares5.1K
Event2026-03-31
Filed2026-05-12
ADBE
-76.66%ADOBE INC COM
Shares1.4K
Event2026-03-31
Filed2026-05-12
JCI
-4.26%JOHNSON CTLS INTL PLC SHS
Shares2.4K
Event2026-03-31
Filed2026-05-12
DOW
NewDOW HLDGS INC COM
Shares8.5K
Event2026-03-31
Filed2026-05-12
ODFL
-44.35%OLD DOMINION FREIGHT LINE INC COM
Shares1.6K
Event2026-03-31
Filed2026-05-12
EMLC
-0.09%VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF
Shares13.1K
Event2026-03-31
Filed2026-05-12
XYZ
3.58%BLOCK INC CL A
Shares4.8K
Event2026-03-31
Filed2026-05-12
VIK
NewVIKING HOLDINGS LTD ORD SHS
Shares4.2K
Event2026-03-31
Filed2026-05-12
FNDF
-6.79%SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
Shares6.5K
Event2026-03-31
Filed2026-05-12
SPG
1.00%SIMON PPTY GROUP INC NEW COM
Shares1.6K
Event2026-03-31
Filed2026-05-12
EFA
-42.75%ISHARES MSCI EAFE ETF
Shares3.2K
Event2026-03-31
Filed2026-05-12
VEU
-3.29%VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
Shares4.0K
Event2026-03-31
Filed2026-05-12
TKO
NewTKO GROUP HOLDINGS INC CL A
Shares1.7K
Event2026-03-31
Filed2026-05-12
PH
-0.59%PARKER-HANNIFIN CORP COM
Shares335
Event2026-03-31
Filed2026-05-12
ABNB
-82.94%AIRBNB INC COM CL A
Shares2.2K
Event2026-03-31
Filed2026-05-12
HSBC
-0.26%HSBC HLDGS PLC SPON ADR NEW
Shares3.4K
Event2026-03-31
Filed2026-05-12
SYK
6.10%STRYKER CORPORATION COM
Shares974
Event2026-03-31
Filed2026-05-12
XLY
-0.76%STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
Shares2.6K
Event2026-03-31
Filed2026-05-12
NOW
-87.27%SERVICENOW INC COM
Shares3.4K
Event2026-03-31
Filed2026-05-12
BUNGE GLOBAL SA COM SHS
NewBUNGE GLOBAL SA COM SHS
Shares2.3K
Event2026-03-31
Filed2026-05-12
AON PLC SHS CL A
-79.32%AON PLC SHS CL A
Shares905
Event2026-03-31
Filed2026-05-12
XLC
0.00%STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
Shares2.5K
Event2026-03-31
Filed2026-05-12
HL
30.73%HECLA MINING COMPANY COM
Shares16.6K
Event2026-03-31
Filed2026-05-12
IWO
-0.24%ISHARES RUSSELL 2000 GROWTH ETF
Shares820
Event2026-03-31
Filed2026-05-12
PAVE
NewGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
Shares5.2K
Event2026-03-31
Filed2026-05-12
MLM
10.79%MARTIN MARIETTA MATLS INC COM
Shares462
Event2026-03-31
Filed2026-05-12
SF
50.02%STIFEL FINL CORP COM
Shares3.7K
Event2026-03-31
Filed2026-05-12
IDCC
-53.19%INTERDIGITAL INC COM
Shares800
Event2026-03-31
Filed2026-05-12
LHX
1.05%L3HARRIS TECHNOLOGIES INC COM
Shares864
Event2026-03-31
Filed2026-05-12
GRID
0.00%FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
Shares1.5K
Event2026-03-31
Filed2026-05-12
XLV
0.00%STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
Shares1.9K
Event2026-03-31
Filed2026-05-12
CANADIAN PACIFIC KANSAS CITY COM
-42.37%CANADIAN PACIFIC KANSAS CITY COM
Shares3.2K
Event2026-03-31
Filed2026-05-12
FMB
0.91%FIRST TRUST MANAGED MUNICIPAL ETF
Shares5.2K
Event2026-03-31
Filed2026-05-12
TT
-66.93%TRANE TECHNOLOGIES PLC SHS
Shares551
Event2026-03-31
Filed2026-05-12
AVUV
0.18%AVANTIS U.S. SMALL CAP VALUE ETF
Shares2.2K
Event2026-03-31
Filed2026-05-12
MSDL
3.07%MORGAN STANLEY DIRECT LENDING COM SHS
Shares17.4K
Event2026-03-31
Filed2026-05-12
LQD
0.97%ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
Shares2.4K
Event2026-03-31
Filed2026-05-12
374WATER INC COM
0.00%374WATER INC COM
Shares108.4K
Event2026-03-31
Filed2026-05-12
MINT
0.00%PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
Shares2.6K
Event2026-03-31
Filed2026-05-12
BLACKSTONE INC COM
44.59%BLACKSTONE INC COM
Shares2.2K
Event2026-03-31
Filed2026-05-12
GBTC
9.89%GRAYSCALE BITCOIN TRUST ETF
Shares4.4K
Event2026-03-31
Filed2026-05-12
OKLO
NewOKLO INC COM CL A
Shares4.0K
Event2026-03-31
Filed2026-05-12
BR
-53.88%BROADRIDGE FINL SOLUTIONS INC COM
Shares1.6K
Event2026-03-31
Filed2026-05-12
CSGP
-57.07%COSTAR GROUP INC COM
Shares7.5K
Event2026-03-31
Filed2026-05-12
SYF
-0.88%SYNCHRONY FINANCIAL COM
Shares3.4K
Event2026-03-31
Filed2026-05-12
ISHARES SECURITIZED INCOME ACTIVE ETF
NewISHARES SECURITIZED INCOME ACTIVE ETF
Shares5.1K
Event2026-03-31
Filed2026-05-12
EUHY
NewISHARES EURO HIGH YIELD CORPORATE BOND USD HEDGED ETF
Shares4.7K
Event2026-03-31
Filed2026-05-12
IJH
0.00%ISHARES CORE S&P MID-CAP ETF
Shares3.5K
Event2026-03-31
Filed2026-05-12
NXPI
NewNXP SEMICONDUCTORS N V COM
Shares841
Event2026-03-31
Filed2026-05-12
FTSL
1.61%FIRST TRUST SENIOR LOAN FUND
Shares5.4K
Event2026-03-31
Filed2026-05-12
HWM
NewHOWMET AEROSPACE INC COM
Shares1.0K
Event2026-03-31
Filed2026-05-12
BITMINE IMMERSION TECHS INC COM NEW
NewBITMINE IMMERSION TECHS INC COM NEW
Shares11.6K
Event2026-03-31
Filed2026-05-12
UAL
0.04%UNITED AIRLS HLDGS INC COM
Shares2.7K
Event2026-03-31
Filed2026-05-12
IXC
NewISHARES GLOBAL ENERGY ETF
Shares4.2K
Event2026-03-31
Filed2026-05-12
GS
-57.93%GOLDMAN SACHS GROUP INC COM
Shares260
Event2026-03-31
Filed2026-05-12
AEP
-32.23%AMERICAN ELEC PWR CO INC COM
Shares1.7K
Event2026-03-31
Filed2026-05-12
TFPM
8.94%TRIPLE FLAG PRECIOUS METAL COM
Shares7.4K
Event2026-03-31
Filed2026-05-12
SLB
NewSLB LIMITED COM STK
Shares4.2K
Event2026-03-31
Filed2026-05-12
FJUN
-5.63%FT VEST U.S. EQUITY BUFFER ETF - JUNE
Shares3.9K
Event2026-03-31
Filed2026-05-12
KLAC
NewKLA CORP COM NEW
Shares127
Event2026-03-31
Filed2026-05-12
NET
NewCLOUDFLARE INC CL A COM
Shares1.1K
Event2026-03-31
Filed2026-05-12
ALERIAN MLP ETF
NewALERIAN MLP ETF
Shares4.3K
Event2026-03-31
Filed2026-05-12
BSX
-69.84%BOSTON SCIENTIFIC CORP COM
Shares3.9K
Event2026-03-31
Filed2026-05-12
BBT
NewBEACON FINANCIAL CORP. COM
Shares7.1K
Event2026-03-31
Filed2026-05-12
RIO
NewRIO TINTO PLC SPONSORED ADR
Shares2.3K
Event2026-03-31
Filed2026-05-12
SPOT
NewSPOTIFY TECHNOLOGY S A SHS
Shares486
Event2026-03-31
Filed2026-05-12
AGG
1.02%ISHARES CORE U.S. AGGREGATE BOND ETF
Shares2.2K
Event2026-03-31
Filed2026-05-12
ESI
NewELEMENT SOLUTIONS INC COM
Shares5.0K
Event2026-03-31
Filed2026-05-12
FDS
2.48%FACTSET RESH SYS INC COM
Shares908
Event2026-03-31
Filed2026-05-12
SAN
-19.68%BANCO SANTANDER SA ADR
Shares17.2K
Event2026-03-31
Filed2026-05-12
PYPL
3.64%PAYPAL HLDGS INC COM
Shares4.0K
Event2026-03-31
Filed2026-05-12
APH
NewAMPHENOL CORP CL A
Shares1.4K
Event2026-03-31
Filed2026-05-12
TTWO
NewTAKE-TWO INTERACTIVE SOFTWARE COM
Shares936
Event2026-03-31
Filed2026-05-12
ECL
0.00%ECOLAB INC COM
Shares783
Event2026-03-31
Filed2026-05-12
FITB
NewFIFTH THIRD BANCORP COM
Shares4.0K
Event2026-03-31
Filed2026-05-12
MUFG
-35.97%MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS
Shares11.3K
Event2026-03-31
Filed2026-05-12
NUV
0.00%NUVEEN MUN VALUE FD INC COM
Shares21.5K
Event2026-03-31
Filed2026-05-12
FPF
0.00%FIRST TR INTER DURATN PFD & IN COM
Shares10.6K
Event2026-03-31
Filed2026-05-12
BDN
0.00%BRANDYWINE RLTY TR SH BEN INT NEW
Shares49.1K
Event2026-03-31
Filed2026-05-12
NXP
1.11%NUVEEN SELECT TAX-FREE INCOME SH BEN INT
Shares10.2K
Event2026-03-31
Filed2026-05-12
BDJ
2.00%BLACKROCK ENHANCED EQUITY DIVI COM
Shares15.6K
Event2026-03-31
Filed2026-05-12
NAD
0.00%NUVEEN QUALITY MUNCP INCOME FD COM
Shares12.2K
Event2026-03-31
Filed2026-05-12
EXK
0.00%ENDEAVOUR SILVER CORP COM
Shares15.3K
Event2026-03-31
Filed2026-05-12
LIEN
0.00%CHICAGO ATLANTIC BDC INC COM
Shares14.3K
Event2026-03-31
Filed2026-05-12
MFG
-20.08%MIZUHO FINANCIAL GROUP INC SPONSORED ADR
Shares15.4K
Event2026-03-31
Filed2026-05-12
AUTL
50.00%AUTOLUS THERAPEUTICS LTD SPON ADS
Shares15.0K
Event2026-03-31
Filed2026-05-12
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available