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

Currently, IHT Wealth Management, LLC holds 1244 types of securities in its portfolio with a total value $4.3B. In the most recent quarter, they have increased their positions in N/A (+79.4K shares, valued at $51.7M), SPTI (+717.1K shares, valued at $20.6M), TLT (+226.9K shares, valued at $19.7M); decreased their positions in QQQM (-90.7K shares, valued at $21.6M), IAGG (-262.7K shares, valued at $13.1M), AIRR (-99.6K shares, valued at $11.0M); initiated new positions in N/A (+79.4K shares, valued at $51.7M), AVMV (+119.2K shares, valued at $8.8M), GBIL (+69.0K shares, valued at $6.9M).

1M P&L

+105.7M+2.52%

3M P&L

-5.1M-0.12%

HY P&L

+119.1M+2.85%

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/A2.8B

69.6%

2Semiconductors122.1M

3.1%

3Consumer Electronics115.6M

2.9%

Top Industries by Stock Count

1N/A688 stocks

59.0%

2Asset Management22 stocks

1.9%

3Utilities - Regulated Electric21 stocks

1.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL Apple Inc453.4K shares1.22%2026-03-312026-05-15

SPYV SPDR PORTFOLIO1.6M shares12.66%2026-03-312026-05-15

NVDA Nvidia Corp517.9K shares0.10%2026-03-312026-05-15

USFR WISDOMTREE FLOATING1.8M shares-6.98%2026-03-312026-05-15

TSLA Tesla Inc196.7K shares0.68%2026-03-312026-05-15

INVESCO QQQ INVESCO QQQ126.0K shares-10.73%2026-03-312026-05-15

IVV ISHARES CORE102.8K shares0.28%2026-03-312026-05-15

SPYG SPDR PORTFOLIO652.1K shares11.77%2026-03-312026-05-15

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TLT ISHARES 20plus722.2K shares45.79%2026-03-312026-05-15

DYNF BLACKROCK ETF TRUST990.5K shares36.60%2026-03-312026-05-15

BUFR FIRST TRUST1.7M shares-0.76%2026-03-312026-05-15

TFI SPDR NUVEEN741.8K shares-0.04%2026-03-312026-05-15

SPDR S&P 500 ETF TR SPDR S&P 500 ETF TR79.4K sharesnew addition2026-03-312026-05-15

MSFT Microsoft Corp138.0K shares12.66%2026-03-312026-05-15

IWM ISHARES RUSSELL186.5K shares-1.35%2026-03-312026-05-15

AMZN Amazon.com Inc215.3K shares3.52%2026-03-312026-05-15

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QUAL ISHARES MSCI207.8K shares-4.93%2026-03-312026-05-15

OMFL INVESCO RUSSELL620.8K shares10.45%2026-03-312026-05-15

AVEM AVANTIS EMERGING462.7K shares-4.36%2026-03-312026-05-15

YEAR AB ACTIVE679.8K shares61.30%2026-03-312026-05-15

EFV ISHARES MSCI445.4K shares-4.03%2026-03-312026-05-15

LLY Eli Lilly & Co35.5K shares17.31%2026-03-312026-05-15

ASTS Ast Spacemobile Inc Cl A380.7K shares2.70%2026-03-312026-05-15

BIL SPDR BLOOMBERG331.8K shares52.24%2026-03-312026-05-15

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LQD ISHARES IBOXX276.3K shares56.97%2026-03-312026-05-15

XLK SECTOR TECHNOLOGY224.6K shares-1.77%2026-03-312026-05-15

PULS PGIM ULTRA530.4K shares84.35%2026-03-312026-05-15

META Meta Platforms Inc Cl A44.4K shares4.22%2026-03-312026-05-15

Alphabet Inc Cl C Alphabet Inc Cl C87.2K shares0.92%2026-03-312026-05-15

Alphabet Inc Cl A Alphabet Inc Cl A86.8K shares3.60%2026-03-312026-05-15

XLI INDUSTRIAL SELECT149.5K shares31.66%2026-03-312026-05-15

Broadcom Inc Broadcom Inc76.2K shares7.44%2026-03-312026-05-15

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SSUS STRATEGY DAY495.6K shares-3.54%2026-03-312026-05-15

BINC BLACKROCK FLEXIBLE444.5K shares6.49%2026-03-312026-05-15

SPTI SPDR INTERMEDIATE790.6K shares975.84%2026-03-312026-05-15

BAI BLACKROCK ETF TRUST683.9K shares27.05%2026-03-312026-05-15

COWZ PACER US353.1K shares-1.19%2026-03-312026-05-15

TLH ISHARES 10-20YR218.8K shares-9.09%2026-03-312026-05-15

WMT Walmart Inc177.1K shares9.04%2026-03-312026-05-15

JPM Jpmorgan Chase & Co72.4K shares7.64%2026-03-312026-05-15

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JAAA JANUS DETROIT421.5K shares85.97%2026-03-312026-05-15

GLD SPDR GOLD47.1K shares-6.21%2026-03-312026-05-15

SPAB SPDR PORTFOLIO748.8K shares-2.05%2026-03-312026-05-15

THRO BLACKROCK ETF TRUST523.7K shares18.73%2026-03-312026-05-15

SPDW SPDR PORTFOLIO406.5K shares2.96%2026-03-312026-05-15

QQQM INVESCO NASDAQ76.2K shares-54.35%2026-03-312026-05-15

SCHF SCHWAB INTL719.5K shares-3.40%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL37.1K shares-1.41%2026-03-312026-05-15

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VTI VANGUARD INDEX FDS55.0K shares1.20%2026-03-312026-05-15

VANGUARD S&P VANGUARD S&P29.4K shares-7.93%2026-03-312026-05-15

IJH ISHARES CORE258.8K shares-1.09%2026-03-312026-05-15

PYLD PIMCO ETF TR659.3K shares1.05%2026-03-312026-05-15

VUG VANGUARD GROWTH39.4K shares-1.60%2026-03-312026-05-15

SPHQ INVESCO EXCHANGE223.8K shares8.42%2026-03-312026-05-15

RDVY FIRST TRUST244.6K shares-5.97%2026-03-312026-05-15

XLF SECTOR FINANCIAL337.9K shares-12.09%2026-03-312026-05-15

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EFA ISHARES MSCI171.6K shares11.89%2026-03-312026-05-15

GLDM WORLD GOLD TR175.4K shares-5.10%2026-03-312026-05-15

EFG ISHARES MSCI144.0K shares199.50%2026-03-312026-05-15

FLXR TCW TR408.4K shares115.46%2026-03-312026-05-15

ABBV Abbvie Inc73.5K shares22.57%2026-03-312026-05-15

XLV SECTOR HEALTHCARE107.3K shares-25.47%2026-03-312026-05-15

VUSB VANGUARD BD INDEX FDS312.1K shares150.92%2026-03-312026-05-15

FLRN SPDR BLOOMBERG502.7K shares-0.18%2026-03-312026-05-15

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PPA INVESCO AEROSPACE91.2K shares10.74%2026-03-312026-05-15

VTV VANGUARD VALUE75.8K shares-8.47%2026-03-312026-05-15

IWF ISHARES RUSSELL34.0K shares6.16%2026-03-312026-05-15

JNJ Johnson & Johnson56.8K shares5.80%2026-03-312026-05-15

IJR ISHARES CORE108.6K shares-0.46%2026-03-312026-05-15

CVX Chevron Corp63.9K shares62.72%2026-03-312026-05-15

SPSM SPDR PORTFOLIO273.6K shares8.33%2026-03-312026-05-15

XOM Exxon Mobil Corp77.1K shares38.40%2026-03-312026-05-15

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IUSG ISHARES S&P82.5K shares-3.41%2026-03-312026-05-15

XLU SELECT UTILITIES276.1K shares43.49%2026-03-312026-05-15

AGG ISHARES CORE123.8K shares-5.59%2026-03-312026-05-15

BOXX EA SER103.5K shares-10.12%2026-03-312026-05-15

PG Procter & Gamble Co83.1K shares4.01%2026-03-312026-05-15

XLE SECTOR ENERGY190.0K shares109.97%2026-03-312026-05-15

INVESCO S&P INVESCO S&P60.4K shares-0.76%2026-03-312026-05-15

SCHX SCHWAB US445.9K shares-2.45%2026-03-312026-05-15

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SCHE SCHWAB EMERGING346.4K shares-2.27%2026-03-312026-05-15

SDY SPDR SERIES78.1K shares1.18%2026-03-312026-05-15

ISHARES GOLD ISHARES GOLD129.0K shares45.13%2026-03-312026-05-15

SPBO SPDR CORP387.7K shares-0.43%2026-03-312026-05-15

XBIL RBB US223.5K shares-3.80%2026-03-312026-05-15

COST Costco Wholesale Corp11.0K shares5.91%2026-03-312026-05-15

LSGR NATIXIS ETF TRUST II274.6K shares2.60%2026-03-312026-05-15

V Visa Inc Cl A33.0K shares0.00%2026-03-312026-05-15

Sponsored

PZA INVESCO NATIONAL427.4K shares6.07%2026-03-312026-05-15

MCD Mcdonalds Corp31.2K shares-0.69%2026-03-312026-05-15

HD Home Depot Inc29.3K shares8.59%2026-03-312026-05-15

PAVE GLOBAL X184.3K shares1.15%2026-03-312026-05-15

FTLS FIRST TRUST126.8K shares2.15%2026-03-312026-05-15

AVMV AMERICAN CENTY ETF TR119.2K sharesnew addition2026-03-312026-05-15

XLY CONSUMER DISCRETIONARY81.1K shares-4.44%2026-03-312026-05-15

IYW ISHARES TECHNOLOGY48.6K shares-7.85%2026-03-312026-05-15

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PLTR Palantir Technologies Inc Cl A59.9K shares-14.03%2026-03-312026-05-15

AVUS AVANTIS U S78.6K shares-4.19%2026-03-312026-05-15

BSJQ INVESCO BULLETSHARES360.5K shares4.77%2026-03-312026-05-15

SMH VANECK SEMICONDUCTOR21.8K shares-2.84%2026-03-312026-05-15

BSV VANGUARD SHORT106.0K shares0.53%2026-03-312026-05-15

BA Boeing Company41.7K shares13.05%2026-03-312026-05-15

NFLX Netflix Inc86.1K shares19.30%2026-03-312026-05-15

SPMO INVESCO EXCH TRADED FD TR II73.9K shares0.51%2026-03-312026-05-15

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BSJT INVESCO EXCH TRD SLF IDX FD391.2K shares5.98%2026-03-312026-05-15

MTGP WISDOMTREE MORTGAGE185.9K shares0.86%2026-03-312026-05-15

EVSD MORGAN STANLEY ETF TRUST159.0K shares2.74%2026-03-312026-05-15

SPMD SPDR PORTFOLIO134.1K shares5.51%2026-03-312026-05-15

IEFA ISHARES CORE86.6K shares10.73%2026-03-312026-05-15

XLC SELECT SECTOR70.3K shares-25.80%2026-03-312026-05-15

SPEM SPDR PORTFOLIO166.0K shares29.97%2026-03-312026-05-15

IBM Intl Business Machines Corp31.4K shares79.12%2026-03-312026-05-15

Sponsored

FTCB FIRST TR EXCHANGE-TRADED FD362.2K shares52.08%2026-03-312026-05-15

PM Philip Morris Intl Inc45.6K shares0.12%2026-03-312026-05-15

USMV ISHARES MSCI81.2K shares-11.69%2026-03-312026-05-15

FTA FIRST TRUST80.4K shares-8.73%2026-03-312026-05-15

Merck & Company Inc New Merck & Company Inc New60.7K shares1.82%2026-03-312026-05-15

CAT Caterpillar Inc10.2K shares7.89%2026-03-312026-05-15

VEA VANGUARD FTSE113.2K shares8.92%2026-03-312026-05-15

SDVY FIRST TRUST183.4K shares-10.91%2026-03-312026-05-15

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VYM VANGUARD HIGH48.6K shares22.99%2026-03-312026-05-15

XMHQ INVESCO S&P69.6K shares-3.31%2026-03-312026-05-15

XLRE SELECT SECTOR175.6K shares61.00%2026-03-312026-05-15

EMLP FIRST TR EXCHANGE-TRADED FD161.6K shares-11.27%2026-03-312026-05-15

MU Micron Technology Inc20.8K shares9.24%2026-03-312026-05-15

AMD Advanced Micro Devices Inc34.4K shares11.05%2026-03-312026-05-15

JBND J P MORGAN EXCHANGE TRADED F129.3K shares94.63%2026-03-312026-05-15

KO Coca-cola Company91.2K shares19.90%2026-03-312026-05-15

Sponsored

JEPQ JP MORGAN124.5K shares175.61%2026-03-312026-05-15

GBIL GOLDMAN SACHS ETF TR69.0K sharesnew addition2026-03-312026-05-15

VIG VANGUARD DIVIDEND31.3K shares1.13%2026-03-312026-05-15

GTO INVESCO TOTAL143.1K shares4.22%2026-03-312026-05-15

ICVT ISHARES TR65.3K shares6.66%2026-03-312026-05-15

ZROZ PIMCO 25103.7K shares5.38%2026-03-312026-05-15

CSCO Cisco Systems Inc85.1K shares13.45%2026-03-312026-05-15

TLTW ISHARES TR289.2K shares3.92%2026-03-312026-05-15

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XLP SECTOR CONSUMER79.7K shares-10.38%2026-03-312026-05-15

DGRW WISDOMTREE TRUST73.5K shares-29.08%2026-03-312026-05-15

BAC Bank of America Corp131.5K shares2.13%2026-03-312026-05-15

SLV ISHARES SILVER91.5K shares-50.15%2026-03-312026-05-15

IBIT ISHARES BITCOIN162.2K shares3.93%2026-03-312026-05-15

IDEV ISHARES CORE74.3K shares279.44%2026-03-312026-05-15

JEPI JPMORGAN109.4K shares214.56%2026-03-312026-05-15

CGCP CAPITAL GRP FIXED INCM ETF T277.0K shares4.51%2026-03-312026-05-15

Sponsored

RTX Raytheon Technologies Corp32.1K shares22.27%2026-03-312026-05-15

ETY EATON VANCE445.4K shares7.32%2026-03-312026-05-15

IEF ISHARES 7-10YR63.9K shares-8.35%2026-03-312026-05-15

PEP Pepsico Inc39.2K shares15.75%2026-03-312026-05-15

AIRR FIRST TRUST54.8K shares-64.50%2026-03-312026-05-15

XAR SPDR S&P23.9K shares-1.49%2026-03-312026-05-15

VZ Verizon Communications Inc120.4K shares49.79%2026-03-312026-05-15

SHYM BLACKROCK ETF TRUST II274.4K shares37.86%2026-03-312026-05-15

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FVD FIRST TRUST127.3K shares-3.50%2026-03-312026-05-15

FBND FIDELITY MERRIMACK STR TR130.5K shares-23.99%2026-03-312026-05-15

ORCL Oracle Corp40.1K shares48.58%2026-03-312026-05-15

SCHD SCHWAB US191.6K shares-4.91%2026-03-312026-05-15

IWD ISHARES RUSSELL27.4K shares3.65%2026-03-312026-05-15

T At&t Inc200.8K shares42.43%2026-03-312026-05-15

Citigroup Inc New Citigroup Inc New51.2K shares38.77%2026-03-312026-05-15

LMT Lockheed Martin Corp9.5K shares23.92%2026-03-312026-05-15

Sponsored

WWD Woodward Inc16.0K shares0.00%2026-03-312026-05-15

SBND COLUMBIA ETF TR I303.7K sharesnew addition2026-03-312026-05-15

DGRO ISHARES CORE81.1K shares11.98%2026-03-312026-05-15

FLIN FRANKLIN FTSE171.3K shares92.44%2026-03-312026-05-15

HYFI AB ACTIVE ETFS INCE151.7K shares5.54%2026-03-312026-05-15

SLYV SPDR SERIES59.2K shares-3.79%2026-03-312026-05-15

ILCG ISHARES MORNINGSTAR57.9K shares0.57%2026-03-312026-05-15

IVW ISHARES S&P48.9K shares15.71%2026-03-312026-05-15

Sponsored

ISPY PROSHARES TR127.4K sharesnew addition2026-03-312026-05-15

AVDE AVANTIS INTL65.1K shares27.72%2026-03-312026-05-15

NEE Nextera Energy Inc59.1K shares1.18%2026-03-312026-05-15

OEF ISHARES S&P17.0K shares-5.28%2026-03-312026-05-15

SPTM SPDR PORTFOLIO68.1K shares0.55%2026-03-312026-05-15

GS Goldman Sachs Group Inc6.4K shares-19.47%2026-03-312026-05-15

IQQQ PROSHARES TR128.7K sharesnew addition2026-03-312026-05-15

PSX Phillips 6629.3K shares91.30%2026-03-312026-05-15

Sponsored

CTAS Cintas Corp31.2K shares-0.25%2026-03-312026-05-15

VGT VANGUARD INFORMATION7.5K shares-6.49%2026-03-312026-05-15

CRWD Crowdstrike Holdings Inc Cl A13.4K shares10.00%2026-03-312026-05-15

HDV ISHARES CORE38.5K shares21.46%2026-03-312026-05-15

MO Altria Group Inc78.2K shares15.69%2026-03-312026-05-15

IQLT ISHARES MSCI111.6K shares-53.92%2026-03-312026-05-15

CGDV CAPITAL GROUP DIVIDEND VALUE121.0K shares17.70%2026-03-312026-05-15

MNA INDEXIQ MERGER141.5K shares-1.84%2026-03-312026-05-15

Sponsored

EMXC ISHARES MSCI65.3K shares-0.62%2026-03-312026-05-15

DBEF X TRACKERS103.8K shares20.74%2026-03-312026-05-15

SCHG SCHWAB US175.1K shares-25.63%2026-03-312026-05-15

MA Mastercard Inc Cl A10.2K shares-1.35%2026-03-312026-05-15

TMFC RBB FD76.3K shares-3.46%2026-03-312026-05-15

SO Southern Company52.1K shares95.36%2026-03-312026-05-15

FXL FIRST TRUST31.4K shares-0.32%2026-03-312026-05-15

GGN GAMCO GLOBAL926.6K sharesnew addition2026-03-312026-05-15

Sponsored

TAFI AB ACTIVE ETFS INC193.8K shares503.70%2026-03-312026-05-15

FDL FIRST TRUST94.9K shares-0.80%2026-03-312026-05-15

FTCS FIRST TRUST51.7K shares-6.81%2026-03-312026-05-15

AMGN Amgen Inc13.6K shares2.44%2026-03-312026-05-15

JGRO J P MORGAN EXCHANGE TRADED F56.1K shares52.18%2026-03-312026-05-15

Lam Research Corp Lam Research Corp21.4K shares-3.97%2026-03-312026-05-15

AXP American Express Co15.0K shares17.90%2026-03-312026-05-15

PANW Palo Alto Networks Inc27.8K shares-10.86%2026-03-312026-05-15

Sponsored

JIRE J P MORGAN EXCHANGE TRADED F58.9K shares13.71%2026-03-312026-05-15

GDX VANECK GOLD48.5K shares-34.74%2026-03-312026-05-15

DE Deere & Co7.9K shares0.92%2026-03-312026-05-15

ITOT ISHARES CORE31.1K shares23.02%2026-03-312026-05-15

IWR ISHARES RUSSELL45.4K shares1.78%2026-03-312026-05-15

D Dominion Energy Inc71.1K shares15.46%2026-03-312026-05-15

NLR VANECK ETF TRUST32.8K shares-12.03%2026-03-312026-05-15

DAL Delta Airlines Inc New65.1K shares-1.40%2026-03-312026-05-15

Sponsored

FELV FIDELITY COVINGTON123.3K shares193.67%2026-03-312026-05-15

General Electric Co New General Electric Co New15.2K shares2.88%2026-03-312026-05-15

MOAT VANECK MORNINGSTAR43.9K shares-3.07%2026-03-312026-05-15

IEI ISHARES 3-7YR35.6K shares-3.60%2026-03-312026-05-15

DIVO AMPLIFY ETF TR93.8K shares984.95%2026-03-312026-05-15

HON Honeywell Intl Inc18.5K shares25.91%2026-03-312026-05-15

FTC FIRST TRUST27.1K shares-2.29%2026-03-312026-05-15

IUSV ISHARES CORE40.7K shares-1.71%2026-03-312026-05-15

Sponsored

WINN HARBOR ETF TRUST147.7K shares4.37%2026-03-312026-05-15

GILD Gilead Sciences Inc29.3K shares83.08%2026-03-312026-05-15

SCHM SCHWAB US131.5K shares-1.17%2026-03-312026-05-15

IVE ISHARES S&P19.1K shares18.97%2026-03-312026-05-15

DIS Walt Disney Co41.6K shares14.54%2026-03-312026-05-15

BMY Bristol Myers Squibb Company65.9K shares34.05%2026-03-312026-05-15

ITW Illinois Tool Works Inc15.3K shares1.47%2026-03-312026-05-15

NOBL PROSHARES TRUST37.4K shares-18.13%2026-03-312026-05-15

Sponsored

ABT Abbott Laboratories38.5K shares5.16%2026-03-312026-05-15

VO VANGUARD MID13.7K shares-3.94%2026-03-312026-05-15

MAR Marriott Intl Inc New Cl A11.9K shares-8.79%2026-03-312026-05-15

FIDU FIDELITY MSCI44.4K shares1.12%2026-03-312026-05-15

AMAT Applied Materials Inc11.2K shares14.60%2026-03-312026-05-15

CGGR CAPITAL GROUP GROWTH ETF94.3K shares32.06%2026-03-312026-05-15

QINT AMERICAN CENTURY ETF TR57.3K sharesnew addition2026-03-312026-05-15

ADBE Adobe Inc15.3K shares333.33%2026-03-312026-05-15

Sponsored

IVLU ISHARES TR93.5K shares-6.33%2026-03-312026-05-15

PFE Pfizer Inc132.0K shares12.79%2026-03-312026-05-15

CIBR FIRST TRUST58.9K shares13.91%2026-03-312026-05-15

GSST GOLDMAN SACHS ETF TR72.1K shares-29.07%2026-03-312026-05-15

GEV GE VERNOVA INC4.2K shares14.22%2026-03-312026-05-15

ET ENERGY TRANSFER186.9K shares8.53%2026-03-312026-05-15

TSM Taiwan Semiconductor Manufacturing Co LTD Spon Adr10.5K shares-10.30%2026-03-312026-05-15

IYG ISHARES U S42.4K shares-10.04%2026-03-312026-05-15

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UPS United Parcel Service Inc Cl B35.5K shares32.57%2026-03-312026-05-15

TCAF T ROWE PRICE ETF INC97.4K shares11.29%2026-03-312026-05-15

VB VANGUARD SMALL13.2K shares-0.34%2026-03-312026-05-15

VBR VANGUARD SMALL15.9K shares-14.56%2026-03-312026-05-15

AVUV AVANTIS U S31.0K shares11.98%2026-03-312026-05-15

MSTR Microstrategy Inc Cl A New27.3K shares-15.49%2026-03-312026-05-15

CEF SPROTT PHYSICAL71.1K shares156.71%2026-03-312026-05-15

IWP ISHARES RUSSELL26.4K shares-60.17%2026-03-312026-05-15

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HEFA ISHARES CURRENCY79.3K shares-5.22%2026-03-312026-05-15

HYG ISHARES IBOXX42.3K shares891.22%2026-03-312026-05-15

QFLR INNOVATOR ETFS TRUST101.0K shares1.65%2026-03-312026-05-15

DFUS DIMENSIONAL US47.1K shares137.51%2026-03-312026-05-15

DFAS DIMENSIONAL US46.8K shares-3.44%2026-03-312026-05-15

IGM ISHARES EXPANDED27.9K shares-0.49%2026-03-312026-05-15

R Ryder System Inc16.1K shares-3.34%2026-03-312026-05-15

FPE FIRST TRUST183.9K shares2.64%2026-03-312026-05-15

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PHYS SPROTT PHYSICAL91.9K shares25.57%2026-03-312026-05-15

SPTL SPDR PORTFOLIO123.6K shares467.11%2026-03-312026-05-15

IAGG ISHARES CORE64.7K shares-80.23%2026-03-312026-05-15

AEP American Electric Power Company Inc24.7K shares84.11%2026-03-312026-05-15

QCOM Qualcomm Inc25.1K shares4.01%2026-03-312026-05-15

SFLR INNOVATOR ETFS TRUST91.1K shares7.60%2026-03-312026-05-15

TAXF AMERICAN CENTURY64.0K shares1.44%2026-03-312026-05-15

General Dynamics Corp General Dynamics Corp9.3K shares-0.18%2026-03-312026-05-15

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ANGL VANECK FALLEN109.6K shares9.60%2026-03-312026-05-15

Hubbell Inc Hubbell Inc6.4K shares2.87%2026-03-312026-05-15

WM Waste Management Inc Del13.6K shares56.51%2026-03-312026-05-15

UNH Unitedhealth Group Inc11.5K shares11.65%2026-03-312026-05-15

EPD ENTERPRISE PRODUCTS81.6K shares13.79%2026-03-312026-05-15

A2Z CUST2MATE SOLUTIONS CORP A2Z CUST2MATE SOLUTIONS CORP462.0K shares60.55%2026-03-312026-05-15

MAIN Main Street Capital Corp58.1K shares2.42%2026-03-312026-05-15

DIV GLOBAL X162.3K shares86.69%2026-03-312026-05-15

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DIA SPDR DOW6.6K shares-17.17%2026-03-312026-05-15

MCK Mckesson Corp3.5K shares194.82%2026-03-312026-05-15

QGRO AMERICAN CENTURY29.0K shares-2.24%2026-03-312026-05-15

AEM Agnico-eagle Mines LTD15.0K shares3.19%2026-03-312026-05-15

ARCC ARES CAPITAL168.3K shares5.64%2026-03-312026-05-15

TXN Texas Instruments Inc15.6K shares-8.69%2026-03-312026-05-15

QEFA SPDR INDEX32.3K shares0.00%2026-03-312026-05-15

Eaton Corp Plc Eaton Corp Plc8.3K shares-7.00%2026-03-312026-05-15

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VFH VANGUARD FINANCIALS24.6K shares-3.45%2026-03-312026-05-15

RSPG INVESCO EXCHANGE27.1K shares-4.70%2026-03-312026-05-15

ROKU Roku Inc Ser A31.3K shares-1.12%2026-03-312026-05-15

VHT VANGUARD HEALTH10.8K shares-8.09%2026-03-312026-05-15

SHY ISHARES 1-3YR35.5K shares-20.13%2026-03-312026-05-15

UNP Union Pacific Corp12.0K shares18.74%2026-03-312026-05-15

LOW Lowes Companies Inc12.4K shares-8.77%2026-03-312026-05-15

VV VANGUARD LARGE9.7K shares9.79%2026-03-312026-05-15

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ARKK ARK INNOVATION42.7K shares-1.65%2026-03-312026-05-15

IEMG ISHARES CORE41.3K shares-22.53%2026-03-312026-05-15

VFLO VICTORY PORTFOLIOS II72.8K shares-56.20%2026-03-312026-05-15

RWL INVESCO S&P25.0K shares-0.49%2026-03-312026-05-15

VTEB VANGUARD MUNICIPAL57.3K shares0.22%2026-03-312026-05-15

CEG Constellation Energy Corp10.2K shares-4.73%2026-03-312026-05-15

NFTY FIRST TRUST55.2K shares603.30%2026-03-312026-05-15

PTH INVESCO DORSEY57.9K shares-32.60%2026-03-312026-05-15

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TOPT ISHARES TR98.7K sharesnew addition2026-03-312026-05-15

INTC Intel Corp63.9K shares-27.20%2026-03-312026-05-15

ALB Albemarle Corp15.7K shares-1.33%2026-03-312026-05-15

AVIG AMERICAN CENTY ETF TR67.6K shares17.88%2026-03-312026-05-15

USFD Us Foods Holding Corp29.9K shares-6.36%2026-03-312026-05-15

TBUX T ROWE PRICE ETF INC55.0K sharesnew addition2026-03-312026-05-15

OMFS INVESCO EXCH TRD SLF IDX FD59.8K shares-3.45%2026-03-312026-05-15

FTHI FIRST TRUST117.6K shares9.01%2026-03-312026-05-15

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SPYI SHP NEOS54.5K shares122.44%2026-03-312026-05-15

GLW Corning Inc19.8K shares69.54%2026-03-312026-05-15

PSCH INVESCO S&P64.4K shares197.68%2026-03-312026-05-15

MUB ISHARES NATIONAL24.9K shares-3.97%2026-03-312026-05-15

MMM 3m Company18.1K shares5.14%2026-03-312026-05-15

EFAV ISHARES MSCI28.6K shares3.62%2026-03-312026-05-15

ETHA ISHARES ETHEREUM TR163.4K shares695.20%2026-03-312026-05-15

SCZ ISHARES MSCI33.0K shares0.01%2026-03-312026-05-15

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SLYG SPDR SERIES26.7K shares5.97%2026-03-312026-05-15

DIVB ISHARES TR47.5K shares-0.46%2026-03-312026-05-15

NOW Servicenow Inc24.4K shares19.61%2026-03-312026-05-15

Duke Energy Corp New Duke Energy Corp New19.3K shares11.33%2026-03-312026-05-15

CRM Salesforce Inc13.4K shares3.75%2026-03-312026-05-15

DNP DNP SELECT240.7K shares25.85%2026-03-312026-05-15

MGK VANGUARD MEGA6.7K shares-51.66%2026-03-312026-05-15

JMST J P MORGAN EXCHANGE TRADED F48.3K shares-4.17%2026-03-312026-05-15

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ABERDEEN STANDARD ABERDEEN STANDARD55.1K shares2.03%2026-03-312026-05-15

IGIB ISHARES 5-10 YEAR45.8K shares14.57%2026-03-312026-05-15

KMI Kinder Morgan Inc De72.6K shares41.25%2026-03-312026-05-15

DFAU DIMENSIONAL ETF TRUST53.7K shares693.41%2026-03-312026-05-15

FDVV FIDELITY COVINGTON43.9K shares-1.48%2026-03-312026-05-15

KWEB KRANESHARES TR83.9K shares33.38%2026-03-312026-05-15

ONEY SPDR RUSSELL19.8K shares-1.40%2026-03-312026-05-15

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II39.3K shares76.69%2026-03-312026-05-15

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F Ford Motor Co New203.1K shares-6.45%2026-03-312026-05-15

ISCV ISHARES MORNINGSTAR33.7K shares-0.42%2026-03-312026-05-15

KLAC Kla Corp1.6K shares10.75%2026-03-312026-05-15

JMUB JP MORGAN46.6K shares2.92%2026-03-312026-05-15

DELL Dell Technologies Inc Cl C14.1K shares-28.65%2026-03-312026-05-15

LMBS FIRST TRUST45.8K shares2.87%2026-03-312026-05-15

WPM Wheaton Precious Metals Corp17.4K shares-6.84%2026-03-312026-05-15

Blackrock Inc Blackrock Inc2.4K shares-6.38%2026-03-312026-05-15

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XMMO INVESCO S&P15.4K shares-1.03%2026-03-312026-05-15

FDN FIRST TRUST9.6K shares25.80%2026-03-312026-05-15

URI United Rentals Inc3.1K shares15.35%2026-03-312026-05-15

FTEC FIDELITY COVINGTON TRUST10.7K shares-35.64%2026-03-312026-05-15

TJX Tjx Cos Inc New13.9K shares17.37%2026-03-312026-05-15

MLPA GLOBAL X FDS40.9K shares0.85%2026-03-312026-05-15

FCFS Firstcash Holdings Inc11.7K sharesnew addition2026-03-312026-05-15

XERS Xeris Biopharma Holdings Inc376.5K shares42.86%2026-03-312026-05-15

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BSCQ INVESCO BULLETSHARES111.7K shares5.55%2026-03-312026-05-15

XME SPDR SERIES20.1K shares-3.02%2026-03-312026-05-15

TGT Target Corp17.9K shares-7.57%2026-03-312026-05-15

TSLX SIXTH STREET118.1K shares7.27%2026-03-312026-05-15

MPC Marathon Petroleum Corp8.9K shares-0.18%2026-03-312026-05-15

BSCR INVESCO BULLETSHARES110.2K shares5.52%2026-03-312026-05-15

CRS CARPENTER TECHNOLGY CORP5.4K sharesnew addition2026-03-312026-05-15

Arista Networks Inc Arista Networks Inc17.3K shares-48.65%2026-03-312026-05-15

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COWG PACER FDS TR62.8K shares24.76%2026-03-312026-05-15

FLTR VANECK IG83.2K shares62.45%2026-03-312026-05-15

SBUX Starbucks Corp23.7K shares5.95%2026-03-312026-05-15

MPWR Monolithic Power System Inc1.9K sharesnew addition2026-03-312026-05-15

IFEB INNOVATOR ETFS TRUST70.9K shares13.20%2026-03-312026-05-15

EMR Emerson Electric Co15.9K shares5.02%2026-03-312026-05-15

SIL GLOBAL X23.1K shares-25.32%2026-03-312026-05-15

FMDE FIDELITY COVINGTON57.8K shares65.63%2026-03-312026-05-15

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SHLD GLOBAL X FDS29.3K shares-1.31%2026-03-312026-05-15

CALF PACER U S45.9K shares-16.22%2026-03-312026-05-15

PCT Purecycle Technologies Inc396.3K shares72.39%2026-03-312026-05-15

KNG FIRST TRUST41.9K shares10.04%2026-03-312026-05-15

OXY Occidental Petroleum Corp31.4K shares-13.31%2026-03-312026-05-15

UBER Uber Technologies Inc28.4K shares8.94%2026-03-312026-05-15

BK Bank New York Mellon Corp17.2K shares2.18%2026-03-312026-05-15

Medtronic Plc Medtronic Plc23.3K shares15.32%2026-03-312026-05-15

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FNDF SCHWAB FUNDAMENTAL41.2K shares6.42%2026-03-312026-05-15

IFRA ISHARES TRUST35.2K shares26.58%2026-03-312026-05-15

CME Cme Group Inc Cl A6.8K shares6.61%2026-03-312026-05-15

IYJ ISHARES U S13.5K shares-2.92%2026-03-312026-05-15

PH Parker-hannifin Corp2.2K shares7.04%2026-03-312026-05-15

NSC Norfolk Southern Corp6.9K shares-0.12%2026-03-312026-05-15

XSHD INVESCO EXCH TRADED FD TR II151.1K shares482.64%2026-03-312026-05-15

EALT INNOVATOR ETFS TRUST59.0K shares4.00%2026-03-312026-05-15

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FCX Freeport Mcmoran Inc33.6K shares-29.28%2026-03-312026-05-15

SCHB SCHWAB US78.4K shares4.14%2026-03-312026-05-15

IBMO ISHARES TR76.0K shares0.40%2026-03-312026-05-15

URA GLOBAL X39.7K shares12.96%2026-03-312026-05-15

YMAX TIDAL TRUST II244.7K sharesnew addition2026-03-312026-05-15

ASML Asml Holding Nv Ny Registry Shs New 20121.4K shares-1.23%2026-03-312026-05-15

ROK Rockwell Automation Inc5.3K shares50.89%2026-03-312026-05-15

MINT PIMCO EHNANCED18.9K shares70.33%2026-03-312026-05-15

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XSVM INVESCO S&P31.5K shares-3.02%2026-03-312026-05-15

CB Chubb LTD5.8K shares4.94%2026-03-312026-05-15

GWX SPDR S&P44.9K shares-0.60%2026-03-312026-05-15

FIX COMFORT SYS USA INC1.4K shares76.48%2026-03-312026-05-15

TRV Travelers Cos Inc6.5K shares-0.15%2026-03-312026-05-15

XYLD GLOBAL X47.8K shares-12.60%2026-03-312026-05-15

CSX Csx Corp45.3K shares-0.64%2026-03-312026-05-15

APG API GROUP CORP45.8K sharesnew addition2026-03-312026-05-15

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VGLT VANGUARD LONG33.4K shares-31.79%2026-03-312026-05-15

CLOA BLACKROCK ETF TRUST II35.6K sharesnew addition2026-03-312026-05-15

GLNG GOLAR LNG LTD34.0K shares0.35%2026-03-312026-05-15

TTD Trade Desk Inc (the) Cl A81.0K shares3.87%2026-03-312026-05-15

OKE Oneok Inc New20.3K shares18.47%2026-03-312026-05-15

JMBS JANUS DETROIT STR TR40.4K shares30.99%2026-03-312026-05-15

AFL Aflac Inc16.5K shares1.70%2026-03-312026-05-15

ISRG Intuitive Surgical Inc New3.9K shares4.77%2026-03-312026-05-15

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FTSM FIRST TRUST30.2K shares6.74%2026-03-312026-05-15

SGOV ISHARES 0-317.8K shares402.05%2026-03-312026-05-15

VXUS VANGUARD TOTAL23.3K shares8.60%2026-03-312026-05-15

UFEB INNOVATOR ETFS TRUST49.3K shares56.15%2026-03-312026-05-15

VSEC VSE CORP9.6K sharesnew addition2026-03-312026-05-15

VBK VANGUARD SMALL5.9K shares-15.14%2026-03-312026-05-15

AMKR AMKOR TECHNOLOGY INC39.3K sharesnew addition2026-03-312026-05-15

PGJ INVESCO GOLDEN68.3K shares10.37%2026-03-312026-05-15

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MOO VANECK ETF TRUST20.8K shares-7.51%2026-03-312026-05-15

UNOV INNOVATOR ETFS TRUST47.3K shares-31.98%2026-03-312026-05-15

SHW Sherwin Williams Co5.5K shares-1.69%2026-03-312026-05-15

ITA ISHARES AEROSPACE8.0K shares22.14%2026-03-312026-05-15

HYMB SPDR NUVEEN70.1K shares-5.01%2026-03-312026-05-15

IJS ISHARES S&P14.7K shares-6.77%2026-03-312026-05-15

TMO Thermo Fisher Scientific Inc3.5K shares-5.74%2026-03-312026-05-15

AZN Astrazeneca Plc Sponsored Adr8.8K shares-50.00%2026-03-312026-05-15

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SII Sprott Inc New12.1K shares8.83%2026-03-312026-05-15

SPHY SPDR HIGH73.7K shares-3.31%2026-03-312026-05-15

COP Conocophillips13.0K shares-34.88%2026-03-312026-05-15

NOC Northrop Grumman Corp2.5K shares-7.79%2026-03-312026-05-15

XLB SECTOR MATERIALS34.2K shares26.00%2026-03-312026-05-15

DAPP VanEck ETF TRUST114.2K shares35.04%2026-03-312026-05-15

WFC Wells Fargo & Co New21.3K shares3.52%2026-03-312026-05-15

VST Vistra Corp11.3K shares-0.93%2026-03-312026-05-15

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RDVI FIRST TRUST66.0K shares11.45%2026-03-312026-05-15

SPIB SPDR PORTFOLIO50.2K shares6.43%2026-03-312026-05-15

ICF ISHARES COHEN27.0K shares1.63%2026-03-312026-05-15

TIDAL TRUST II TIDAL TRUST II54.3K sharesnew addition2026-03-312026-05-15

VLO Valero Energy Corp6.7K shares0.40%2026-03-312026-05-15

BFC Bank First Corp12.3K shares-2.69%2026-03-312026-05-15

PLD Prologis Inc12.5K shares0.75%2026-03-312026-05-15

CL Colgate-palmolive Company19.2K shares4.87%2026-03-312026-05-15

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DIVI FRANKLIN TEMPLETON ETF TR40.9K shares102.08%2026-03-312026-05-15

HEI Heico Corp New5.9K shares0.84%2026-03-312026-05-15

IXUS ISHARES CORE18.7K shares3.73%2026-03-312026-05-15

FNDX SCHWAB FUNDAMENTAL57.9K shares1.31%2026-03-312026-05-15

FFTY INNOVATOR IBD48.2K shares0.86%2026-03-312026-05-15

NULG NUVEEN ESG17.6K shares5.41%2026-03-312026-05-15

NDIA GLOBAL X FDS61.7K shares54.21%2026-03-312026-05-15

VWO VANGUARD FSTE29.5K shares12.18%2026-03-312026-05-15

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XNTK SPDR SERIES6.2K shares8.31%2026-03-312026-05-15

CLOI VANECK ETF TRUST30.0K shares47.49%2026-03-312026-05-15

SYK Stryker Corp4.8K shares74.90%2026-03-312026-05-15

DFAW DIMENSIONAL ETF TRUST21.1K shares47.59%2026-03-312026-05-15

EVRG Evergy Inc18.7K shares-2.50%2026-03-312026-05-15

PSCC INVESCO EXCH TRADED FD TR II48.5K shares10.93%2026-03-312026-05-15

ADI Analog Devices Inc4.8K shares16.97%2026-03-312026-05-15

BBUS J P Morgan Exchange Traded F12.9K shares468.62%2026-03-312026-05-15

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EWZ ISHARES MSCI39.1K shares-15.09%2026-03-312026-05-15

CMI Cummins Inc2.8K shares-21.11%2026-03-312026-05-15

BUG GLOBAL X59.7K shares146.22%2026-03-312026-05-15

MS Morgan Stanley9.1K shares2.66%2026-03-312026-05-15

HTGC HERCULES CAPITAL100.9K shares16.13%2026-03-312026-05-15

LRN Stride Inc16.9K shares69.36%2026-03-312026-05-15

FDX Fedex Corp4.2K shares3.07%2026-03-312026-05-15

IYE ISHARES U S22.8K shares-0.65%2026-03-312026-05-15

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LSAF TWO ROADS32.2K shares-1.44%2026-03-312026-05-15

PSLV SPROTT PHYSICAL60.5K shares-27.72%2026-03-312026-05-15

Linde Plc New Linde Plc New3.0K shares2.36%2026-03-312026-05-15

IYY ISHARES U S9.2K shares-1.27%2026-03-312026-05-15

PNW PINNACLE WEST CAP CORP14.4K sharesnew addition2026-03-312026-05-15

O Realty Income Corp23.8K shares-0.97%2026-03-312026-05-15

TKO TKO GROUP7.2K shares-12.03%2026-03-312026-05-15

INVESCO EXCHANGE INVESCO EXCHANGE20.7K shares0.74%2026-03-312026-05-15

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FDUS FIDUS INVESTMENT82.9K shares11.06%2026-03-312026-05-15

ED Consolidated Edison Inc12.7K shares177.11%2026-03-312026-05-15

SCHV SCHWAB US47.2K shares-0.43%2026-03-312026-05-15

IJT ISHARES S&P9.9K shares-2.25%2026-03-312026-05-15

QYLD GLOBAL X83.6K shares-4.49%2026-03-312026-05-15

Marvell Technology Inc Marvell Technology Inc14.4K shares-6.07%2026-03-312026-05-15

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD85.8K shares11.48%2026-03-312026-05-15

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II28.6K sharesnew addition2026-03-312026-05-15

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INMU BLACKROCK ETF TRUST II59.5K sharesnew addition2026-03-312026-05-15

SRLN SPDR BLACKSTONE35.4K shares-25.35%2026-03-312026-05-15

TUA SIMPLIFY EXCHANGE TRADED FUN67.2K shares9.87%2026-03-312026-05-15

PWB INVESCO LARGE11.2K shares-4.13%2026-03-312026-05-15

AEE AMEREN CORP12.8K shares210.66%2026-03-312026-05-15

MBB ISHARES MBS14.8K shares31.95%2026-03-312026-05-15

QQQI NEOS ETF TRUST28.2K shares351.14%2026-03-312026-05-15

SPYD SPDR PORTFOLIO30.6K shares-16.73%2026-03-312026-05-15

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KMB Kimberly Clark Corp14.4K shares-2.16%2026-03-312026-05-15

CMG Chipotle Mexican Grill Inc Cl A42.7K shares-19.52%2026-03-312026-05-15

GLTR ABERDEEN PHYSICAL6.2K shares-13.30%2026-03-312026-05-15

ADP Automatic Data Processing Inc6.7K shares15.09%2026-03-312026-05-15

PEY INVESCO HIGH63.5K shares-11.90%2026-03-312026-05-15

SHOP Shopify Inc Cl A11.4K shares4.70%2026-03-312026-05-15

VT VANGUARD TOTAL9.8K shares-6.35%2026-03-312026-05-15

CHIQ GLOBAL X67.0K shares10.73%2026-03-312026-05-15

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IWY ISHARES RUSSELL5.3K shares-37.35%2026-03-312026-05-15

SHEL Shell Plc Sponsored Adr Repstg Ord Shs14.1K shares3.63%2026-03-312026-05-15

RGLD Royal Gold Inc5.2K shares3.08%2026-03-312026-05-15

IJK ISHARES S&P12.9K shares-3.37%2026-03-312026-05-15

FPF FIRST TRUST73.6K shares0.00%2026-03-312026-05-15

JPIB J P MORGAN EXCHANGE TRADED F27.1K shares9.19%2026-03-312026-05-15

FTXG FIRST TR EXCHANGE TRADED FD58.5K shares49.18%2026-03-312026-05-15

HGER HARBOR ETF TRUST41.7K shares0.86%2026-03-312026-05-15

Sponsored

DLR Digital Realty Trust Inc7.2K shares-32.67%2026-03-312026-05-15

CGNG CAPITAL GROUP NEW GEOGRAPHY40.5K shares153.80%2026-03-312026-05-15

ETJ EATON VANCE156.0K shares-5.59%2026-03-312026-05-15

ECL Ecolab Inc4.8K shares-3.16%2026-03-312026-05-15

AAPL

Apple Inc

1.22%

Shares453.4K

Event2026-03-31

Filed2026-05-15

SPYV

SPDR PORTFOLIO

12.66%

Shares1.6M

Event2026-03-31

Filed2026-05-15

NVDA

Nvidia Corp

0.10%

Shares517.9K

Event2026-03-31

Filed2026-05-15

USFR

WISDOMTREE FLOATING

-6.98%

Shares1.8M

Event2026-03-31

Filed2026-05-15

TSLA

Tesla Inc

0.68%

Shares196.7K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ

-10.73%

Shares126.0K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES CORE

0.28%

Shares102.8K

Event2026-03-31

Filed2026-05-15

SPYG

SPDR PORTFOLIO

11.77%

Shares652.1K

Event2026-03-31

Filed2026-05-15

TLT

ISHARES 20plus

45.79%

Shares722.2K

Event2026-03-31

Filed2026-05-15

DYNF

BLACKROCK ETF TRUST

36.60%

Shares990.5K

Event2026-03-31

Filed2026-05-15

BUFR

FIRST TRUST

-0.76%

Shares1.7M

Event2026-03-31

Filed2026-05-15

TFI

SPDR NUVEEN

-0.04%

Shares741.8K

Event2026-03-31

Filed2026-05-15

SPDR S&P 500 ETF TR

New

Shares79.4K

Event2026-03-31

Filed2026-05-15

MSFT

Microsoft Corp

12.66%

Shares138.0K

Event2026-03-31

Filed2026-05-15

IWM

ISHARES RUSSELL

-1.35%

Shares186.5K

Event2026-03-31

Filed2026-05-15

AMZN

Amazon.com Inc

3.52%

Shares215.3K

Event2026-03-31

Filed2026-05-15

QUAL

ISHARES MSCI

-4.93%

Shares207.8K

Event2026-03-31

Filed2026-05-15

OMFL

INVESCO RUSSELL

10.45%

Shares620.8K

Event2026-03-31

Filed2026-05-15

AVEM

AVANTIS EMERGING

-4.36%

Shares462.7K

Event2026-03-31

Filed2026-05-15

YEAR

AB ACTIVE

61.30%

Shares679.8K

Event2026-03-31

Filed2026-05-15

EFV

ISHARES MSCI

-4.03%

Shares445.4K

Event2026-03-31

Filed2026-05-15

LLY

Eli Lilly & Co

17.31%

Shares35.5K

Event2026-03-31

Filed2026-05-15

ASTS

Ast Spacemobile Inc Cl A

2.70%

Shares380.7K

Event2026-03-31

Filed2026-05-15

BIL

SPDR BLOOMBERG

52.24%

Shares331.8K

Event2026-03-31

Filed2026-05-15

LQD

ISHARES IBOXX

56.97%

Shares276.3K

Event2026-03-31

Filed2026-05-15

XLK

SECTOR TECHNOLOGY

-1.77%

Shares224.6K

Event2026-03-31

Filed2026-05-15

PULS

PGIM ULTRA

84.35%

Shares530.4K

Event2026-03-31

Filed2026-05-15

META

Meta Platforms Inc Cl A

4.22%

Shares44.4K

Event2026-03-31

Filed2026-05-15

Alphabet Inc Cl C

0.92%

Shares87.2K

Event2026-03-31

Filed2026-05-15

Alphabet Inc Cl A

3.60%

Shares86.8K

Event2026-03-31

Filed2026-05-15

XLI

INDUSTRIAL SELECT

31.66%

Shares149.5K

Event2026-03-31

Filed2026-05-15

Broadcom Inc

7.44%

Shares76.2K

Event2026-03-31

Filed2026-05-15

SSUS

STRATEGY DAY

-3.54%

Shares495.6K

Event2026-03-31

Filed2026-05-15

BINC

BLACKROCK FLEXIBLE

6.49%

Shares444.5K

Event2026-03-31

Filed2026-05-15

SPTI

SPDR INTERMEDIATE

975.84%

Shares790.6K

Event2026-03-31

Filed2026-05-15

BAI

BLACKROCK ETF TRUST

27.05%

Shares683.9K

Event2026-03-31

Filed2026-05-15

COWZ

PACER US

-1.19%

Shares353.1K

Event2026-03-31

Filed2026-05-15

TLH

ISHARES 10-20YR

-9.09%

Shares218.8K

Event2026-03-31

Filed2026-05-15

WMT

Walmart Inc

9.04%

Shares177.1K

Event2026-03-31

Filed2026-05-15

JPM

Jpmorgan Chase & Co

7.64%

Shares72.4K

Event2026-03-31

Filed2026-05-15

JAAA

JANUS DETROIT

85.97%

Shares421.5K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD

-6.21%

Shares47.1K

Event2026-03-31

Filed2026-05-15

SPAB

SPDR PORTFOLIO

-2.05%

Shares748.8K

Event2026-03-31

Filed2026-05-15

THRO

BLACKROCK ETF TRUST

18.73%

Shares523.7K

Event2026-03-31

Filed2026-05-15

SPDW

SPDR PORTFOLIO

2.96%

Shares406.5K

Event2026-03-31

Filed2026-05-15

QQQM

INVESCO NASDAQ

-54.35%

Shares76.2K

Event2026-03-31

Filed2026-05-15

SCHF

SCHWAB INTL

-3.40%

Shares719.5K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

-1.41%

Shares37.1K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

1.20%

Shares55.0K

Event2026-03-31

Filed2026-05-15

VANGUARD S&P

-7.93%

Shares29.4K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES CORE

-1.09%

Shares258.8K

Event2026-03-31

Filed2026-05-15

PYLD

PIMCO ETF TR

1.05%

Shares659.3K

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD GROWTH

-1.60%

Shares39.4K

Event2026-03-31

Filed2026-05-15

SPHQ

INVESCO EXCHANGE

8.42%

Shares223.8K

Event2026-03-31

Filed2026-05-15

RDVY

FIRST TRUST

-5.97%

Shares244.6K

Event2026-03-31

Filed2026-05-15

XLF

SECTOR FINANCIAL

-12.09%

Shares337.9K

Event2026-03-31

Filed2026-05-15

EFA

ISHARES MSCI

11.89%

Shares171.6K

Event2026-03-31

Filed2026-05-15

GLDM

WORLD GOLD TR

-5.10%

Shares175.4K

Event2026-03-31

Filed2026-05-15

EFG

ISHARES MSCI

199.50%

Shares144.0K

Event2026-03-31

Filed2026-05-15

FLXR

TCW TR

115.46%

Shares408.4K

Event2026-03-31

Filed2026-05-15

ABBV

Abbvie Inc

22.57%

Shares73.5K

Event2026-03-31

Filed2026-05-15

XLV

SECTOR HEALTHCARE

-25.47%

Shares107.3K

Event2026-03-31

Filed2026-05-15

VUSB

VANGUARD BD INDEX FDS

150.92%

Shares312.1K

Event2026-03-31

Filed2026-05-15

FLRN

SPDR BLOOMBERG

-0.18%

Shares502.7K

Event2026-03-31

Filed2026-05-15

PPA

INVESCO AEROSPACE

10.74%

Shares91.2K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD VALUE

-8.47%

Shares75.8K

Event2026-03-31

Filed2026-05-15

IWF

ISHARES RUSSELL

6.16%

Shares34.0K

Event2026-03-31

Filed2026-05-15

JNJ

Johnson & Johnson

5.80%

Shares56.8K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES CORE

-0.46%

Shares108.6K

Event2026-03-31

Filed2026-05-15

CVX

Chevron Corp

62.72%

Shares63.9K

Event2026-03-31

Filed2026-05-15

SPSM

SPDR PORTFOLIO

8.33%

Shares273.6K

Event2026-03-31

Filed2026-05-15

XOM

Exxon Mobil Corp

38.40%

Shares77.1K

Event2026-03-31

Filed2026-05-15

IUSG

ISHARES S&P

-3.41%

Shares82.5K

Event2026-03-31

Filed2026-05-15

XLU

SELECT UTILITIES

43.49%

Shares276.1K

Event2026-03-31

Filed2026-05-15

AGG

ISHARES CORE

-5.59%

Shares123.8K

Event2026-03-31

Filed2026-05-15

BOXX

EA SER

-10.12%

Shares103.5K

Event2026-03-31

Filed2026-05-15

Procter & Gamble Co

4.01%

Shares83.1K

Event2026-03-31

Filed2026-05-15

XLE

SECTOR ENERGY

109.97%

Shares190.0K

Event2026-03-31

Filed2026-05-15

INVESCO S&P

-0.76%

Shares60.4K

Event2026-03-31

Filed2026-05-15

SCHX

SCHWAB US

-2.45%

Shares445.9K

Event2026-03-31

Filed2026-05-15

SCHE

SCHWAB EMERGING

-2.27%

Shares346.4K

Event2026-03-31

Filed2026-05-15

SDY

SPDR SERIES

1.18%

Shares78.1K

Event2026-03-31

Filed2026-05-15

ISHARES GOLD

45.13%

Shares129.0K

Event2026-03-31

Filed2026-05-15

SPBO

SPDR CORP

-0.43%

Shares387.7K

Event2026-03-31

Filed2026-05-15

XBIL

RBB US

-3.80%

Shares223.5K

Event2026-03-31

Filed2026-05-15

COST

Costco Wholesale Corp

5.91%

Shares11.0K

Event2026-03-31

Filed2026-05-15

LSGR

NATIXIS ETF TRUST II

2.60%

Shares274.6K

Event2026-03-31

Filed2026-05-15

Visa Inc Cl A

0.00%

Shares33.0K

Event2026-03-31

Filed2026-05-15

PZA

INVESCO NATIONAL

6.07%

Shares427.4K

Event2026-03-31

Filed2026-05-15

MCD

Mcdonalds Corp

-0.69%

Shares31.2K

Event2026-03-31

Filed2026-05-15

Home Depot Inc

8.59%

Shares29.3K

Event2026-03-31

Filed2026-05-15

PAVE

GLOBAL X

1.15%

Shares184.3K

Event2026-03-31

Filed2026-05-15

FTLS

FIRST TRUST

2.15%

Shares126.8K

Event2026-03-31

Filed2026-05-15

AVMV

AMERICAN CENTY ETF TR

New

Shares119.2K

Event2026-03-31

Filed2026-05-15

XLY

CONSUMER DISCRETIONARY

-4.44%

Shares81.1K

Event2026-03-31

Filed2026-05-15

IYW

ISHARES TECHNOLOGY

-7.85%

Shares48.6K

Event2026-03-31

Filed2026-05-15

PLTR

Palantir Technologies Inc Cl A

-14.03%

Shares59.9K

Event2026-03-31

Filed2026-05-15

AVUS

AVANTIS U S

-4.19%

Shares78.6K

Event2026-03-31

Filed2026-05-15

BSJQ

INVESCO BULLETSHARES

4.77%

Shares360.5K

Event2026-03-31

Filed2026-05-15

SMH

VANECK SEMICONDUCTOR

-2.84%

Shares21.8K

Event2026-03-31

Filed2026-05-15

BSV

VANGUARD SHORT

0.53%

Shares106.0K

Event2026-03-31

Filed2026-05-15

Boeing Company

13.05%

Shares41.7K

Event2026-03-31

Filed2026-05-15

NFLX

Netflix Inc

19.30%

Shares86.1K

Event2026-03-31

Filed2026-05-15

SPMO

INVESCO EXCH TRADED FD TR II

0.51%

Shares73.9K

Event2026-03-31

Filed2026-05-15

BSJT

INVESCO EXCH TRD SLF IDX FD

5.98%

Shares391.2K

Event2026-03-31

Filed2026-05-15

MTGP

WISDOMTREE MORTGAGE

0.86%

Shares185.9K

Event2026-03-31

Filed2026-05-15

EVSD

MORGAN STANLEY ETF TRUST

2.74%

Shares159.0K

Event2026-03-31

Filed2026-05-15

SPMD

SPDR PORTFOLIO

5.51%

Shares134.1K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES CORE

10.73%

Shares86.6K

Event2026-03-31

Filed2026-05-15

XLC

SELECT SECTOR

-25.80%

Shares70.3K

Event2026-03-31

Filed2026-05-15

SPEM

SPDR PORTFOLIO

29.97%

Shares166.0K

Event2026-03-31

Filed2026-05-15

IBM

Intl Business Machines Corp

79.12%

Shares31.4K

Event2026-03-31

Filed2026-05-15

FTCB

FIRST TR EXCHANGE-TRADED FD

52.08%

Shares362.2K

Event2026-03-31

Filed2026-05-15

Philip Morris Intl Inc

0.12%

Shares45.6K

Event2026-03-31

Filed2026-05-15

USMV

ISHARES MSCI

-11.69%

Shares81.2K

Event2026-03-31

Filed2026-05-15

FTA

FIRST TRUST

-8.73%

Shares80.4K

Event2026-03-31

Filed2026-05-15

Merck & Company Inc New

1.82%

Shares60.7K

Event2026-03-31

Filed2026-05-15

CAT

Caterpillar Inc

7.89%

Shares10.2K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD FTSE

8.92%

Shares113.2K

Event2026-03-31

Filed2026-05-15

SDVY

FIRST TRUST

-10.91%

Shares183.4K

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD HIGH

22.99%

Shares48.6K

Event2026-03-31

Filed2026-05-15

XMHQ

INVESCO S&P

-3.31%

Shares69.6K

Event2026-03-31

Filed2026-05-15

XLRE

SELECT SECTOR

61.00%

Shares175.6K

Event2026-03-31

Filed2026-05-15

EMLP

FIRST TR EXCHANGE-TRADED FD

-11.27%

Shares161.6K

Event2026-03-31

Filed2026-05-15

Micron Technology Inc

9.24%

Shares20.8K

Event2026-03-31

Filed2026-05-15

AMD

Advanced Micro Devices Inc

11.05%

Shares34.4K

Event2026-03-31

Filed2026-05-15

JBND

J P MORGAN EXCHANGE TRADED F

94.63%

Shares129.3K

Event2026-03-31

Filed2026-05-15

Coca-cola Company

19.90%

Shares91.2K

Event2026-03-31

Filed2026-05-15

JEPQ

JP MORGAN

175.61%

Shares124.5K

Event2026-03-31

Filed2026-05-15

GBIL

GOLDMAN SACHS ETF TR

New

Shares69.0K

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD DIVIDEND

1.13%

Shares31.3K

Event2026-03-31

Filed2026-05-15

GTO

INVESCO TOTAL

4.22%

Shares143.1K

Event2026-03-31

Filed2026-05-15

ICVT

ISHARES TR

6.66%

Shares65.3K

Event2026-03-31

Filed2026-05-15

ZROZ

PIMCO 25

5.38%

Shares103.7K

Event2026-03-31

Filed2026-05-15

CSCO

Cisco Systems Inc

13.45%

Shares85.1K

Event2026-03-31

Filed2026-05-15

TLTW

ISHARES TR

3.92%

Shares289.2K

Event2026-03-31

Filed2026-05-15

XLP

SECTOR CONSUMER

-10.38%

Shares79.7K

Event2026-03-31

Filed2026-05-15

DGRW

WISDOMTREE TRUST

-29.08%

Shares73.5K

Event2026-03-31

Filed2026-05-15

BAC

Bank of America Corp

2.13%

Shares131.5K

Event2026-03-31

Filed2026-05-15

SLV

ISHARES SILVER

-50.15%

Shares91.5K

Event2026-03-31

Filed2026-05-15

IBIT

ISHARES BITCOIN

3.93%

Shares162.2K

Event2026-03-31

Filed2026-05-15

IDEV

ISHARES CORE

279.44%

Shares74.3K

Event2026-03-31

Filed2026-05-15

JEPI

JPMORGAN

214.56%

Shares109.4K

Event2026-03-31

Filed2026-05-15

CGCP

CAPITAL GRP FIXED INCM ETF T

4.51%

Shares277.0K

Event2026-03-31

Filed2026-05-15

RTX

Raytheon Technologies Corp

22.27%

Shares32.1K

Event2026-03-31

Filed2026-05-15

ETY

EATON VANCE

7.32%

Shares445.4K

Event2026-03-31

Filed2026-05-15

IEF

ISHARES 7-10YR

-8.35%

Shares63.9K

Event2026-03-31

Filed2026-05-15

PEP

Pepsico Inc

15.75%

Shares39.2K

Event2026-03-31

Filed2026-05-15

AIRR

FIRST TRUST

-64.50%

Shares54.8K

Event2026-03-31

Filed2026-05-15

XAR

SPDR S&P

-1.49%

Shares23.9K

Event2026-03-31

Filed2026-05-15

Verizon Communications Inc

49.79%

Shares120.4K

Event2026-03-31

Filed2026-05-15

SHYM

BLACKROCK ETF TRUST II

37.86%

Shares274.4K

Event2026-03-31

Filed2026-05-15

FVD

FIRST TRUST

-3.50%

Shares127.3K

Event2026-03-31

Filed2026-05-15

FBND

FIDELITY MERRIMACK STR TR

-23.99%

Shares130.5K

Event2026-03-31

Filed2026-05-15

ORCL

Oracle Corp

48.58%

Shares40.1K

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB US

-4.91%

Shares191.6K

Event2026-03-31

Filed2026-05-15

IWD

ISHARES RUSSELL

3.65%

Shares27.4K

Event2026-03-31

Filed2026-05-15

At&t Inc

42.43%

Shares200.8K

Event2026-03-31

Filed2026-05-15

Citigroup Inc New

38.77%

Shares51.2K

Event2026-03-31

Filed2026-05-15

LMT

Lockheed Martin Corp

23.92%

Shares9.5K

Event2026-03-31

Filed2026-05-15

WWD

Woodward Inc

0.00%

Shares16.0K

Event2026-03-31

Filed2026-05-15

SBND

COLUMBIA ETF TR I

New

Shares303.7K

Event2026-03-31

Filed2026-05-15

DGRO

ISHARES CORE

11.98%

Shares81.1K

Event2026-03-31

Filed2026-05-15

FLIN

FRANKLIN FTSE

92.44%

Shares171.3K

Event2026-03-31

Filed2026-05-15

HYFI

AB ACTIVE ETFS INCE

5.54%

Shares151.7K

Event2026-03-31

Filed2026-05-15

SLYV

SPDR SERIES

-3.79%

Shares59.2K

Event2026-03-31

Filed2026-05-15

ILCG

ISHARES MORNINGSTAR

0.57%

Shares57.9K

Event2026-03-31

Filed2026-05-15

IVW

ISHARES S&P

15.71%

Shares48.9K

Event2026-03-31

Filed2026-05-15

ISPY

PROSHARES TR

New

Shares127.4K

Event2026-03-31

Filed2026-05-15

AVDE

AVANTIS INTL

27.72%

Shares65.1K

Event2026-03-31

Filed2026-05-15

NEE

Nextera Energy Inc

1.18%

Shares59.1K

Event2026-03-31

Filed2026-05-15

OEF

ISHARES S&P

-5.28%

Shares17.0K

Event2026-03-31

Filed2026-05-15

SPTM

SPDR PORTFOLIO

0.55%

Shares68.1K

Event2026-03-31

Filed2026-05-15

Goldman Sachs Group Inc

-19.47%

Shares6.4K

Event2026-03-31

Filed2026-05-15

IQQQ

PROSHARES TR

New

Shares128.7K

Event2026-03-31

Filed2026-05-15

PSX

Phillips 66

91.30%

Shares29.3K

Event2026-03-31

Filed2026-05-15

CTAS

Cintas Corp

-0.25%

Shares31.2K

Event2026-03-31

Filed2026-05-15

VGT

VANGUARD INFORMATION

-6.49%

Shares7.5K

Event2026-03-31

Filed2026-05-15

CRWD

Crowdstrike Holdings Inc Cl A

10.00%

Shares13.4K

Event2026-03-31

Filed2026-05-15

HDV

ISHARES CORE

21.46%

Shares38.5K

Event2026-03-31

Filed2026-05-15

Altria Group Inc

15.69%

Shares78.2K

Event2026-03-31

Filed2026-05-15

IQLT

ISHARES MSCI

-53.92%

Shares111.6K

Event2026-03-31

Filed2026-05-15

CGDV

CAPITAL GROUP DIVIDEND VALUE

17.70%

Shares121.0K

Event2026-03-31

Filed2026-05-15

MNA

INDEXIQ MERGER

-1.84%

Shares141.5K

Event2026-03-31

Filed2026-05-15

EMXC

ISHARES MSCI

-0.62%

Shares65.3K

Event2026-03-31

Filed2026-05-15

DBEF

X TRACKERS

20.74%

Shares103.8K

Event2026-03-31

Filed2026-05-15

SCHG

SCHWAB US

-25.63%

Shares175.1K

Event2026-03-31

Filed2026-05-15

Mastercard Inc Cl A

-1.35%

Shares10.2K

Event2026-03-31

Filed2026-05-15

TMFC

RBB FD

-3.46%

Shares76.3K

Event2026-03-31

Filed2026-05-15

Southern Company

95.36%

Shares52.1K

Event2026-03-31

Filed2026-05-15

FXL

FIRST TRUST

-0.32%

Shares31.4K

Event2026-03-31

Filed2026-05-15

GGN

GAMCO GLOBAL

New

Shares926.6K

Event2026-03-31

Filed2026-05-15

TAFI

AB ACTIVE ETFS INC

503.70%

Shares193.8K

Event2026-03-31

Filed2026-05-15

FDL

FIRST TRUST

-0.80%

Shares94.9K

Event2026-03-31

Filed2026-05-15

FTCS

FIRST TRUST

-6.81%

Shares51.7K

Event2026-03-31

Filed2026-05-15

AMGN

Amgen Inc

2.44%

Shares13.6K

Event2026-03-31

Filed2026-05-15

JGRO

J P MORGAN EXCHANGE TRADED F

52.18%

Shares56.1K

Event2026-03-31

Filed2026-05-15

Lam Research Corp

-3.97%

Shares21.4K

Event2026-03-31

Filed2026-05-15

AXP

American Express Co

17.90%

Shares15.0K

Event2026-03-31

Filed2026-05-15

PANW

Palo Alto Networks Inc

-10.86%

Shares27.8K

Event2026-03-31

Filed2026-05-15

JIRE

J P MORGAN EXCHANGE TRADED F

13.71%

Shares58.9K

Event2026-03-31

Filed2026-05-15

GDX

VANECK GOLD

-34.74%

Shares48.5K

Event2026-03-31

Filed2026-05-15

Deere & Co

0.92%

Shares7.9K

Event2026-03-31

Filed2026-05-15

ITOT

ISHARES CORE

23.02%

Shares31.1K

Event2026-03-31

Filed2026-05-15

IWR

ISHARES RUSSELL

1.78%

Shares45.4K

Event2026-03-31

Filed2026-05-15

Dominion Energy Inc

15.46%

Shares71.1K

Event2026-03-31

Filed2026-05-15

NLR

VANECK ETF TRUST

-12.03%

Shares32.8K

Event2026-03-31

Filed2026-05-15

DAL

Delta Airlines Inc New

-1.40%

Shares65.1K

Event2026-03-31

Filed2026-05-15

FELV

FIDELITY COVINGTON

193.67%

Shares123.3K

Event2026-03-31

Filed2026-05-15

General Electric Co New

2.88%

Shares15.2K

Event2026-03-31

Filed2026-05-15

MOAT

VANECK MORNINGSTAR

-3.07%

Shares43.9K

Event2026-03-31

Filed2026-05-15

IEI

ISHARES 3-7YR

-3.60%

Shares35.6K

Event2026-03-31

Filed2026-05-15

DIVO

AMPLIFY ETF TR

984.95%

Shares93.8K

Event2026-03-31

Filed2026-05-15

HON

Honeywell Intl Inc

25.91%

Shares18.5K

Event2026-03-31

Filed2026-05-15

FTC

FIRST TRUST

-2.29%

Shares27.1K

Event2026-03-31

Filed2026-05-15

IUSV

ISHARES CORE

-1.71%

Shares40.7K

Event2026-03-31

Filed2026-05-15

WINN

HARBOR ETF TRUST

4.37%

Shares147.7K

Event2026-03-31

Filed2026-05-15

GILD

Gilead Sciences Inc

83.08%

Shares29.3K

Event2026-03-31

Filed2026-05-15

SCHM

SCHWAB US

-1.17%

Shares131.5K

Event2026-03-31

Filed2026-05-15

IVE

ISHARES S&P

18.97%

Shares19.1K

Event2026-03-31

Filed2026-05-15

DIS

Walt Disney Co

14.54%

Shares41.6K

Event2026-03-31

Filed2026-05-15

BMY

Bristol Myers Squibb Company

34.05%

Shares65.9K

Event2026-03-31

Filed2026-05-15

ITW

Illinois Tool Works Inc

1.47%

Shares15.3K

Event2026-03-31

Filed2026-05-15

NOBL

PROSHARES TRUST

-18.13%

Shares37.4K

Event2026-03-31

Filed2026-05-15

ABT

Abbott Laboratories

5.16%

Shares38.5K

Event2026-03-31

Filed2026-05-15

VANGUARD MID

-3.94%

Shares13.7K

Event2026-03-31

Filed2026-05-15

MAR

Marriott Intl Inc New Cl A

-8.79%

Shares11.9K

Event2026-03-31

Filed2026-05-15

FIDU

FIDELITY MSCI

1.12%

Shares44.4K

Event2026-03-31

Filed2026-05-15

AMAT

Applied Materials Inc

14.60%

Shares11.2K

Event2026-03-31

Filed2026-05-15

CGGR

CAPITAL GROUP GROWTH ETF

32.06%

Shares94.3K

Event2026-03-31

Filed2026-05-15

QINT

AMERICAN CENTURY ETF TR

New

Shares57.3K

Event2026-03-31

Filed2026-05-15

ADBE

Adobe Inc

333.33%

Shares15.3K

Event2026-03-31

Filed2026-05-15

IVLU

ISHARES TR

-6.33%

Shares93.5K

Event2026-03-31

Filed2026-05-15

PFE

Pfizer Inc

12.79%

Shares132.0K

Event2026-03-31

Filed2026-05-15

CIBR

FIRST TRUST

13.91%

Shares58.9K

Event2026-03-31

Filed2026-05-15

GSST

GOLDMAN SACHS ETF TR

-29.07%

Shares72.1K

Event2026-03-31

Filed2026-05-15

GEV

GE VERNOVA INC

14.22%

Shares4.2K

Event2026-03-31

Filed2026-05-15

ENERGY TRANSFER

8.53%

Shares186.9K

Event2026-03-31

Filed2026-05-15

TSM

Taiwan Semiconductor Manufacturing Co LTD Spon Adr

-10.30%

Shares10.5K

Event2026-03-31

Filed2026-05-15

IYG

ISHARES U S

-10.04%

Shares42.4K

Event2026-03-31

Filed2026-05-15

UPS

United Parcel Service Inc Cl B

32.57%

Shares35.5K

Event2026-03-31

Filed2026-05-15

TCAF

T ROWE PRICE ETF INC

11.29%

Shares97.4K

Event2026-03-31

Filed2026-05-15

VANGUARD SMALL

-0.34%

Shares13.2K

Event2026-03-31

Filed2026-05-15

VBR

VANGUARD SMALL

-14.56%

Shares15.9K

Event2026-03-31

Filed2026-05-15

AVUV

AVANTIS U S

11.98%

Shares31.0K

Event2026-03-31

Filed2026-05-15

MSTR

Microstrategy Inc Cl A New

-15.49%

Shares27.3K

Event2026-03-31

Filed2026-05-15

CEF

SPROTT PHYSICAL

156.71%

Shares71.1K

Event2026-03-31

Filed2026-05-15

IWP

ISHARES RUSSELL

-60.17%

Shares26.4K

Event2026-03-31

Filed2026-05-15

HEFA

ISHARES CURRENCY

-5.22%

Shares79.3K

Event2026-03-31

Filed2026-05-15

HYG

ISHARES IBOXX

891.22%

Shares42.3K

Event2026-03-31

Filed2026-05-15

QFLR

INNOVATOR ETFS TRUST

1.65%

Shares101.0K

Event2026-03-31

Filed2026-05-15

DFUS

DIMENSIONAL US

137.51%

Shares47.1K

Event2026-03-31

Filed2026-05-15

DFAS

DIMENSIONAL US

-3.44%

Shares46.8K

Event2026-03-31

Filed2026-05-15

IGM

ISHARES EXPANDED

-0.49%

Shares27.9K

Event2026-03-31

Filed2026-05-15

Ryder System Inc

-3.34%

Shares16.1K

Event2026-03-31

Filed2026-05-15

FPE

FIRST TRUST

2.64%

Shares183.9K

Event2026-03-31

Filed2026-05-15

PHYS

SPROTT PHYSICAL

25.57%

Shares91.9K

Event2026-03-31

Filed2026-05-15

SPTL

SPDR PORTFOLIO

467.11%

Shares123.6K

Event2026-03-31

Filed2026-05-15

IAGG

ISHARES CORE

-80.23%

Shares64.7K

Event2026-03-31

Filed2026-05-15

AEP

American Electric Power Company Inc

84.11%

Shares24.7K

Event2026-03-31

Filed2026-05-15

QCOM

Qualcomm Inc

4.01%

Shares25.1K

Event2026-03-31

Filed2026-05-15

SFLR

INNOVATOR ETFS TRUST

7.60%

Shares91.1K

Event2026-03-31

Filed2026-05-15

TAXF

AMERICAN CENTURY

1.44%

Shares64.0K

Event2026-03-31

Filed2026-05-15

General Dynamics Corp

-0.18%

Shares9.3K

Event2026-03-31

Filed2026-05-15

ANGL

VANECK FALLEN

9.60%

Shares109.6K

Event2026-03-31

Filed2026-05-15

Hubbell Inc

2.87%

Shares6.4K

Event2026-03-31

Filed2026-05-15

Waste Management Inc Del

56.51%

Shares13.6K

Event2026-03-31

Filed2026-05-15

UNH

Unitedhealth Group Inc

11.65%

Shares11.5K

Event2026-03-31

Filed2026-05-15

EPD

ENTERPRISE PRODUCTS

13.79%

Shares81.6K

Event2026-03-31

Filed2026-05-15

A2Z CUST2MATE SOLUTIONS CORP

60.55%

Shares462.0K

Event2026-03-31

Filed2026-05-15

MAIN

Main Street Capital Corp

2.42%

Shares58.1K

Event2026-03-31

Filed2026-05-15

DIV

GLOBAL X

86.69%

Shares162.3K

Event2026-03-31

Filed2026-05-15

DIA

SPDR DOW

-17.17%

Shares6.6K

Event2026-03-31

Filed2026-05-15

MCK

Mckesson Corp

194.82%

Shares3.5K

Event2026-03-31

Filed2026-05-15

QGRO

AMERICAN CENTURY

-2.24%

Shares29.0K

Event2026-03-31

Filed2026-05-15

AEM

Agnico-eagle Mines LTD

3.19%

Shares15.0K

Event2026-03-31

Filed2026-05-15

ARCC

ARES CAPITAL

5.64%

Shares168.3K

Event2026-03-31

Filed2026-05-15

TXN

Texas Instruments Inc

-8.69%

Shares15.6K

Event2026-03-31

Filed2026-05-15

QEFA

SPDR INDEX

0.00%

Shares32.3K

Event2026-03-31

Filed2026-05-15

Eaton Corp Plc

-7.00%

Shares8.3K

Event2026-03-31

Filed2026-05-15

VFH

VANGUARD FINANCIALS

-3.45%

Shares24.6K

Event2026-03-31

Filed2026-05-15

RSPG

INVESCO EXCHANGE

-4.70%

Shares27.1K

Event2026-03-31

Filed2026-05-15

ROKU

Roku Inc Ser A

-1.12%

Shares31.3K

Event2026-03-31

Filed2026-05-15

VHT

VANGUARD HEALTH

-8.09%

Shares10.8K

Event2026-03-31

Filed2026-05-15

SHY

ISHARES 1-3YR

-20.13%

Shares35.5K

Event2026-03-31

Filed2026-05-15

UNP

Union Pacific Corp

18.74%

Shares12.0K

Event2026-03-31

Filed2026-05-15

LOW

Lowes Companies Inc

-8.77%

Shares12.4K

Event2026-03-31

Filed2026-05-15

VANGUARD LARGE

9.79%

Shares9.7K

Event2026-03-31

Filed2026-05-15

ARKK

ARK INNOVATION

-1.65%

Shares42.7K

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES CORE

-22.53%

Shares41.3K

Event2026-03-31

Filed2026-05-15

VFLO

VICTORY PORTFOLIOS II

-56.20%

Shares72.8K

Event2026-03-31

Filed2026-05-15

RWL

INVESCO S&P

-0.49%

Shares25.0K

Event2026-03-31

Filed2026-05-15

VTEB

VANGUARD MUNICIPAL

0.22%

Shares57.3K

Event2026-03-31

Filed2026-05-15

CEG

Constellation Energy Corp

-4.73%

Shares10.2K

Event2026-03-31

Filed2026-05-15

NFTY

FIRST TRUST

603.30%

Shares55.2K

Event2026-03-31

Filed2026-05-15

PTH

INVESCO DORSEY

-32.60%

Shares57.9K

Event2026-03-31

Filed2026-05-15

TOPT

ISHARES TR

New

Shares98.7K

Event2026-03-31

Filed2026-05-15

INTC

Intel Corp

-27.20%

Shares63.9K

Event2026-03-31

Filed2026-05-15

ALB

Albemarle Corp

-1.33%

Shares15.7K

Event2026-03-31

Filed2026-05-15

AVIG

AMERICAN CENTY ETF TR

17.88%

Shares67.6K

Event2026-03-31

Filed2026-05-15

USFD

Us Foods Holding Corp

-6.36%

Shares29.9K

Event2026-03-31

Filed2026-05-15

TBUX

T ROWE PRICE ETF INC

New

Shares55.0K

Event2026-03-31

Filed2026-05-15

OMFS

INVESCO EXCH TRD SLF IDX FD

-3.45%

Shares59.8K

Event2026-03-31

Filed2026-05-15

FTHI

FIRST TRUST

9.01%

Shares117.6K

Event2026-03-31

Filed2026-05-15

SPYI

SHP NEOS

122.44%

Shares54.5K

Event2026-03-31

Filed2026-05-15

GLW

Corning Inc

69.54%

Shares19.8K

Event2026-03-31

Filed2026-05-15

PSCH

INVESCO S&P

197.68%

Shares64.4K

Event2026-03-31

Filed2026-05-15

MUB

ISHARES NATIONAL

-3.97%

Shares24.9K

Event2026-03-31

Filed2026-05-15

MMM

3m Company

5.14%

Shares18.1K

Event2026-03-31

Filed2026-05-15

EFAV

ISHARES MSCI

3.62%

Shares28.6K

Event2026-03-31

Filed2026-05-15

ETHA

ISHARES ETHEREUM TR

695.20%

Shares163.4K

Event2026-03-31

Filed2026-05-15

SCZ

ISHARES MSCI

0.01%

Shares33.0K

Event2026-03-31

Filed2026-05-15

SLYG

SPDR SERIES

5.97%

Shares26.7K

Event2026-03-31

Filed2026-05-15

DIVB

ISHARES TR

-0.46%

Shares47.5K

Event2026-03-31

Filed2026-05-15

NOW

Servicenow Inc

19.61%

Shares24.4K

Event2026-03-31

Filed2026-05-15

Duke Energy Corp New

11.33%

Shares19.3K

Event2026-03-31

Filed2026-05-15

CRM

Salesforce Inc

3.75%

Shares13.4K

Event2026-03-31

Filed2026-05-15

DNP

DNP SELECT

25.85%

Shares240.7K

Event2026-03-31

Filed2026-05-15

MGK

VANGUARD MEGA

-51.66%

Shares6.7K

Event2026-03-31

Filed2026-05-15

JMST

J P MORGAN EXCHANGE TRADED F

-4.17%

Shares48.3K

Event2026-03-31

Filed2026-05-15

ABERDEEN STANDARD

2.03%

Shares55.1K

Event2026-03-31

Filed2026-05-15

IGIB

ISHARES 5-10 YEAR

14.57%

Shares45.8K

Event2026-03-31

Filed2026-05-15

KMI

Kinder Morgan Inc De

41.25%

Shares72.6K

Event2026-03-31

Filed2026-05-15

DFAU

DIMENSIONAL ETF TRUST

693.41%

Shares53.7K

Event2026-03-31

Filed2026-05-15

FDVV

FIDELITY COVINGTON

-1.48%

Shares43.9K

Event2026-03-31

Filed2026-05-15

KWEB

KRANESHARES TR

33.38%

Shares83.9K

Event2026-03-31

Filed2026-05-15

ONEY

SPDR RUSSELL

-1.40%

Shares19.8K

Event2026-03-31

Filed2026-05-15

INVESCO EXCH TRADED FD TR II

76.69%

Shares39.3K

Event2026-03-31

Filed2026-05-15

Ford Motor Co New

-6.45%

Shares203.1K

Event2026-03-31

Filed2026-05-15

ISCV

ISHARES MORNINGSTAR

-0.42%

Shares33.7K

Event2026-03-31

Filed2026-05-15

KLAC

Kla Corp

10.75%

Shares1.6K

Event2026-03-31

Filed2026-05-15

JMUB

JP MORGAN

2.92%

Shares46.6K

Event2026-03-31

Filed2026-05-15

DELL

Dell Technologies Inc Cl C

-28.65%

Shares14.1K

Event2026-03-31

Filed2026-05-15

LMBS

FIRST TRUST

2.87%

Shares45.8K

Event2026-03-31

Filed2026-05-15

WPM

Wheaton Precious Metals Corp

-6.84%

Shares17.4K

Event2026-03-31

Filed2026-05-15

Blackrock Inc

-6.38%

Shares2.4K

Event2026-03-31

Filed2026-05-15

XMMO

INVESCO S&P

-1.03%

Shares15.4K

Event2026-03-31

Filed2026-05-15

FDN

FIRST TRUST

25.80%

Shares9.6K

Event2026-03-31

Filed2026-05-15

URI

United Rentals Inc

15.35%

Shares3.1K

Event2026-03-31

Filed2026-05-15

FTEC

FIDELITY COVINGTON TRUST

-35.64%

Shares10.7K

Event2026-03-31

Filed2026-05-15

TJX

Tjx Cos Inc New

17.37%

Shares13.9K

Event2026-03-31

Filed2026-05-15

MLPA

GLOBAL X FDS

0.85%

Shares40.9K

Event2026-03-31

Filed2026-05-15

FCFS

Firstcash Holdings Inc

New

Shares11.7K

Event2026-03-31

Filed2026-05-15

XERS

Xeris Biopharma Holdings Inc

42.86%

Shares376.5K

Event2026-03-31

Filed2026-05-15

BSCQ

INVESCO BULLETSHARES

5.55%

Shares111.7K

Event2026-03-31

Filed2026-05-15

XME

SPDR SERIES

-3.02%

Shares20.1K

Event2026-03-31

Filed2026-05-15

TGT

Target Corp

-7.57%

Shares17.9K

Event2026-03-31

Filed2026-05-15

TSLX

SIXTH STREET

7.27%

Shares118.1K

Event2026-03-31

Filed2026-05-15

MPC

Marathon Petroleum Corp

-0.18%

Shares8.9K

Event2026-03-31

Filed2026-05-15

BSCR

INVESCO BULLETSHARES

5.52%

Shares110.2K

Event2026-03-31

Filed2026-05-15

CRS

CARPENTER TECHNOLGY CORP

New

Shares5.4K

Event2026-03-31

Filed2026-05-15

Arista Networks Inc

-48.65%

Shares17.3K

Event2026-03-31

Filed2026-05-15

COWG

PACER FDS TR

24.76%

Shares62.8K

Event2026-03-31

Filed2026-05-15

FLTR

VANECK IG

62.45%

Shares83.2K

Event2026-03-31

Filed2026-05-15

SBUX

Starbucks Corp

5.95%

Shares23.7K

Event2026-03-31

Filed2026-05-15

MPWR

Monolithic Power System Inc

New

Shares1.9K

Event2026-03-31

Filed2026-05-15

IFEB

INNOVATOR ETFS TRUST

13.20%

Shares70.9K

Event2026-03-31

Filed2026-05-15

EMR

Emerson Electric Co

5.02%

Shares15.9K

Event2026-03-31

Filed2026-05-15

SIL

GLOBAL X

-25.32%

Shares23.1K

Event2026-03-31

Filed2026-05-15

FMDE

FIDELITY COVINGTON

65.63%

Shares57.8K

Event2026-03-31

Filed2026-05-15

SHLD

GLOBAL X FDS

-1.31%

Shares29.3K

Event2026-03-31

Filed2026-05-15

CALF

PACER U S

-16.22%

Shares45.9K

Event2026-03-31

Filed2026-05-15

PCT

Purecycle Technologies Inc

72.39%

Shares396.3K

Event2026-03-31

Filed2026-05-15

KNG

FIRST TRUST

10.04%

Shares41.9K

Event2026-03-31

Filed2026-05-15

OXY

Occidental Petroleum Corp

-13.31%

Shares31.4K

Event2026-03-31

Filed2026-05-15

UBER

Uber Technologies Inc

8.94%

Shares28.4K

Event2026-03-31

Filed2026-05-15

Bank New York Mellon Corp

2.18%

Shares17.2K

Event2026-03-31

Filed2026-05-15

Medtronic Plc

15.32%

Shares23.3K

Event2026-03-31

Filed2026-05-15

FNDF

SCHWAB FUNDAMENTAL

6.42%

Shares41.2K

Event2026-03-31

Filed2026-05-15

IFRA

ISHARES TRUST

26.58%

Shares35.2K

Event2026-03-31

Filed2026-05-15

CME

Cme Group Inc Cl A

6.61%

Shares6.8K

Event2026-03-31

Filed2026-05-15

IYJ

ISHARES U S

-2.92%

Shares13.5K

Event2026-03-31

Filed2026-05-15

Parker-hannifin Corp

7.04%

Shares2.2K

Event2026-03-31

Filed2026-05-15

NSC

Norfolk Southern Corp

-0.12%

Shares6.9K

Event2026-03-31

Filed2026-05-15

XSHD

INVESCO EXCH TRADED FD TR II

482.64%

Shares151.1K

Event2026-03-31

Filed2026-05-15

EALT

INNOVATOR ETFS TRUST

4.00%

Shares59.0K

Event2026-03-31

Filed2026-05-15

FCX

Freeport Mcmoran Inc

-29.28%

Shares33.6K

Event2026-03-31

Filed2026-05-15

SCHB

SCHWAB US

4.14%

Shares78.4K

Event2026-03-31

Filed2026-05-15

IBMO

ISHARES TR

0.40%

Shares76.0K

Event2026-03-31

Filed2026-05-15

URA

GLOBAL X

12.96%

Shares39.7K

Event2026-03-31

Filed2026-05-15

YMAX

TIDAL TRUST II

New

Shares244.7K

Event2026-03-31

Filed2026-05-15

ASML

Asml Holding Nv Ny Registry Shs New 2012

-1.23%

Shares1.4K

Event2026-03-31

Filed2026-05-15

ROK

Rockwell Automation Inc

50.89%

Shares5.3K

Event2026-03-31

Filed2026-05-15

MINT

PIMCO EHNANCED

70.33%

Shares18.9K

Event2026-03-31

Filed2026-05-15

XSVM

INVESCO S&P

-3.02%

Shares31.5K

Event2026-03-31

Filed2026-05-15

Chubb LTD

4.94%

Shares5.8K

Event2026-03-31

Filed2026-05-15

GWX

SPDR S&P

-0.60%

Shares44.9K

Event2026-03-31

Filed2026-05-15

FIX

COMFORT SYS USA INC

76.48%

Shares1.4K

Event2026-03-31

Filed2026-05-15

TRV

Travelers Cos Inc

-0.15%

Shares6.5K

Event2026-03-31

Filed2026-05-15

XYLD

GLOBAL X

-12.60%

Shares47.8K

Event2026-03-31

Filed2026-05-15

CSX

Csx Corp

-0.64%

Shares45.3K

Event2026-03-31

Filed2026-05-15

APG

API GROUP CORP

New

Shares45.8K

Event2026-03-31

Filed2026-05-15

VGLT

VANGUARD LONG

-31.79%

Shares33.4K

Event2026-03-31

Filed2026-05-15

CLOA

BLACKROCK ETF TRUST II

New

Shares35.6K

Event2026-03-31

Filed2026-05-15

GLNG

GOLAR LNG LTD

0.35%

Shares34.0K

Event2026-03-31

Filed2026-05-15

TTD

Trade Desk Inc (the) Cl A

3.87%

Shares81.0K

Event2026-03-31

Filed2026-05-15

OKE

Oneok Inc New

18.47%

Shares20.3K

Event2026-03-31

Filed2026-05-15

JMBS

JANUS DETROIT STR TR

30.99%

Shares40.4K

Event2026-03-31

Filed2026-05-15

AFL

Aflac Inc

1.70%

Shares16.5K

Event2026-03-31

Filed2026-05-15

ISRG

Intuitive Surgical Inc New

4.77%

Shares3.9K

Event2026-03-31

Filed2026-05-15

FTSM

FIRST TRUST

6.74%

Shares30.2K

Event2026-03-31

Filed2026-05-15

SGOV

ISHARES 0-3

402.05%

Shares17.8K

Event2026-03-31

Filed2026-05-15

VXUS

VANGUARD TOTAL

8.60%

Shares23.3K

Event2026-03-31

Filed2026-05-15

UFEB

INNOVATOR ETFS TRUST

56.15%

Shares49.3K

Event2026-03-31

Filed2026-05-15

VSEC

VSE CORP

New

Shares9.6K

Event2026-03-31

Filed2026-05-15

VBK

VANGUARD SMALL

-15.14%

Shares5.9K

Event2026-03-31

Filed2026-05-15

AMKR

AMKOR TECHNOLOGY INC

New

Shares39.3K

Event2026-03-31

Filed2026-05-15

PGJ

INVESCO GOLDEN

10.37%

Shares68.3K

Event2026-03-31

Filed2026-05-15

MOO

VANECK ETF TRUST

-7.51%

Shares20.8K

Event2026-03-31

Filed2026-05-15

UNOV

INNOVATOR ETFS TRUST

-31.98%

Shares47.3K

Event2026-03-31

Filed2026-05-15

SHW

Sherwin Williams Co

-1.69%

Shares5.5K

Event2026-03-31

Filed2026-05-15

ITA

ISHARES AEROSPACE

22.14%

Shares8.0K

Event2026-03-31

Filed2026-05-15

HYMB

SPDR NUVEEN

-5.01%

Shares70.1K

Event2026-03-31

Filed2026-05-15

IJS

ISHARES S&P

-6.77%

Shares14.7K

Event2026-03-31

Filed2026-05-15

TMO

Thermo Fisher Scientific Inc

-5.74%

Shares3.5K

Event2026-03-31

Filed2026-05-15

AZN

Astrazeneca Plc Sponsored Adr

-50.00%

Shares8.8K

Event2026-03-31

Filed2026-05-15

SII

Sprott Inc New

8.83%

Shares12.1K

Event2026-03-31

Filed2026-05-15

SPHY

SPDR HIGH

-3.31%

Shares73.7K

Event2026-03-31

Filed2026-05-15

COP

Conocophillips

-34.88%

Shares13.0K

Event2026-03-31

Filed2026-05-15

NOC

Northrop Grumman Corp

-7.79%

Shares2.5K

Event2026-03-31

Filed2026-05-15

XLB

SECTOR MATERIALS

26.00%

Shares34.2K

Event2026-03-31

Filed2026-05-15

DAPP

VanEck ETF TRUST

35.04%

Shares114.2K

Event2026-03-31

Filed2026-05-15

WFC

Wells Fargo & Co New

3.52%

Shares21.3K

Event2026-03-31

Filed2026-05-15

VST

Vistra Corp

-0.93%

Shares11.3K

Event2026-03-31

Filed2026-05-15

RDVI

FIRST TRUST

11.45%

Shares66.0K

Event2026-03-31

Filed2026-05-15

SPIB

SPDR PORTFOLIO

6.43%

Shares50.2K

Event2026-03-31

Filed2026-05-15

ICF

ISHARES COHEN

1.63%

Shares27.0K

Event2026-03-31

Filed2026-05-15

TIDAL TRUST II

New

Shares54.3K

Event2026-03-31

Filed2026-05-15

VLO

Valero Energy Corp

0.40%

Shares6.7K

Event2026-03-31

Filed2026-05-15

BFC

Bank First Corp

-2.69%

Shares12.3K

Event2026-03-31

Filed2026-05-15

PLD

Prologis Inc

0.75%

Shares12.5K

Event2026-03-31

Filed2026-05-15

Colgate-palmolive Company

4.87%

Shares19.2K

Event2026-03-31

Filed2026-05-15

DIVI

FRANKLIN TEMPLETON ETF TR

102.08%

Shares40.9K

Event2026-03-31

Filed2026-05-15

HEI

Heico Corp New

0.84%

Shares5.9K

Event2026-03-31

Filed2026-05-15

IXUS

ISHARES CORE

3.73%

Shares18.7K

Event2026-03-31

Filed2026-05-15

FNDX

SCHWAB FUNDAMENTAL

1.31%

Shares57.9K

Event2026-03-31

Filed2026-05-15

FFTY

INNOVATOR IBD

0.86%

Shares48.2K

Event2026-03-31

Filed2026-05-15

NULG

NUVEEN ESG

5.41%

Shares17.6K

Event2026-03-31

Filed2026-05-15

NDIA

GLOBAL X FDS

54.21%

Shares61.7K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD FSTE

12.18%

Shares29.5K

Event2026-03-31

Filed2026-05-15

XNTK

SPDR SERIES

8.31%

Shares6.2K

Event2026-03-31

Filed2026-05-15

CLOI

VANECK ETF TRUST

47.49%

Shares30.0K

Event2026-03-31

Filed2026-05-15

SYK

Stryker Corp

74.90%

Shares4.8K

Event2026-03-31

Filed2026-05-15

DFAW

DIMENSIONAL ETF TRUST

47.59%

Shares21.1K

Event2026-03-31

Filed2026-05-15

EVRG

Evergy Inc

-2.50%

Shares18.7K

Event2026-03-31

Filed2026-05-15

PSCC

INVESCO EXCH TRADED FD TR II

10.93%

Shares48.5K

Event2026-03-31

Filed2026-05-15

ADI

Analog Devices Inc

16.97%

Shares4.8K

Event2026-03-31

Filed2026-05-15

BBUS

J P Morgan Exchange Traded F

468.62%

Shares12.9K

Event2026-03-31

Filed2026-05-15

EWZ

ISHARES MSCI

-15.09%

Shares39.1K

Event2026-03-31

Filed2026-05-15

CMI

Cummins Inc

-21.11%

Shares2.8K

Event2026-03-31

Filed2026-05-15

BUG

GLOBAL X

146.22%

Shares59.7K

Event2026-03-31

Filed2026-05-15

Morgan Stanley

2.66%

Shares9.1K

Event2026-03-31

Filed2026-05-15

HTGC

HERCULES CAPITAL

16.13%

Shares100.9K

Event2026-03-31

Filed2026-05-15

LRN

Stride Inc

69.36%

Shares16.9K

Event2026-03-31

Filed2026-05-15

FDX

Fedex Corp

3.07%

Shares4.2K

Event2026-03-31

Filed2026-05-15

IYE

ISHARES U S

-0.65%

Shares22.8K

Event2026-03-31

Filed2026-05-15

LSAF

TWO ROADS

-1.44%

Shares32.2K

Event2026-03-31

Filed2026-05-15

PSLV

SPROTT PHYSICAL

-27.72%

Shares60.5K

Event2026-03-31

Filed2026-05-15

Linde Plc New

2.36%

Shares3.0K

Event2026-03-31

Filed2026-05-15

IYY

ISHARES U S

-1.27%

Shares9.2K

Event2026-03-31

Filed2026-05-15

PNW

PINNACLE WEST CAP CORP

New

Shares14.4K

Event2026-03-31

Filed2026-05-15

Realty Income Corp

-0.97%

Shares23.8K

Event2026-03-31

Filed2026-05-15

TKO

TKO GROUP

-12.03%

Shares7.2K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE

0.74%

Shares20.7K

Event2026-03-31

Filed2026-05-15

FDUS

FIDUS INVESTMENT

11.06%

Shares82.9K

Event2026-03-31

Filed2026-05-15

Consolidated Edison Inc

177.11%

Shares12.7K

Event2026-03-31

Filed2026-05-15

SCHV

SCHWAB US

-0.43%

Shares47.2K

Event2026-03-31

Filed2026-05-15

IJT

ISHARES S&P

-2.25%

Shares9.9K

Event2026-03-31

Filed2026-05-15

QYLD

GLOBAL X

-4.49%

Shares83.6K

Event2026-03-31

Filed2026-05-15

Marvell Technology Inc

-6.07%

Shares14.4K

Event2026-03-31

Filed2026-05-15

BLUEROCK PVT REAL ESTATE FD

11.48%

Shares85.8K

Event2026-03-31

Filed2026-05-15

BLACKROCK ETF TRUST II

New

Shares28.6K

Event2026-03-31

Filed2026-05-15

INMU

BLACKROCK ETF TRUST II

New

Shares59.5K

Event2026-03-31

Filed2026-05-15

SRLN

SPDR BLACKSTONE

-25.35%

Shares35.4K

Event2026-03-31

Filed2026-05-15

TUA

SIMPLIFY EXCHANGE TRADED FUN

9.87%

Shares67.2K

Event2026-03-31

Filed2026-05-15

PWB

INVESCO LARGE

-4.13%

Shares11.2K

Event2026-03-31

Filed2026-05-15

AEE

AMEREN CORP

210.66%

Shares12.8K

Event2026-03-31

Filed2026-05-15

MBB

ISHARES MBS

31.95%

Shares14.8K

Event2026-03-31

Filed2026-05-15

QQQI

NEOS ETF TRUST

351.14%

Shares28.2K

Event2026-03-31

Filed2026-05-15

SPYD

SPDR PORTFOLIO

-16.73%

Shares30.6K

Event2026-03-31

Filed2026-05-15

KMB

Kimberly Clark Corp

-2.16%

Shares14.4K

Event2026-03-31

Filed2026-05-15

CMG

Chipotle Mexican Grill Inc Cl A

-19.52%

Shares42.7K

Event2026-03-31

Filed2026-05-15

GLTR

ABERDEEN PHYSICAL

-13.30%

Shares6.2K

Event2026-03-31

Filed2026-05-15

ADP

Automatic Data Processing Inc

15.09%

Shares6.7K

Event2026-03-31

Filed2026-05-15

PEY

INVESCO HIGH

-11.90%

Shares63.5K

Event2026-03-31

Filed2026-05-15

SHOP

Shopify Inc Cl A

4.70%

Shares11.4K

Event2026-03-31

Filed2026-05-15

VANGUARD TOTAL

-6.35%

Shares9.8K

Event2026-03-31

Filed2026-05-15

CHIQ

GLOBAL X

10.73%

Shares67.0K

Event2026-03-31

Filed2026-05-15

IWY

ISHARES RUSSELL

-37.35%

Shares5.3K

Event2026-03-31

Filed2026-05-15

SHEL

Shell Plc Sponsored Adr Repstg Ord Shs

3.63%

Shares14.1K

Event2026-03-31

Filed2026-05-15

RGLD

Royal Gold Inc

3.08%

Shares5.2K

Event2026-03-31

Filed2026-05-15

IJK

ISHARES S&P

-3.37%

Shares12.9K

Event2026-03-31

Filed2026-05-15

FPF

FIRST TRUST

0.00%

Shares73.6K

Event2026-03-31

Filed2026-05-15

JPIB

J P MORGAN EXCHANGE TRADED F

9.19%

Shares27.1K

Event2026-03-31

Filed2026-05-15

FTXG

FIRST TR EXCHANGE TRADED FD

49.18%

Shares58.5K

Event2026-03-31

Filed2026-05-15

HGER

HARBOR ETF TRUST

0.86%

Shares41.7K

Event2026-03-31

Filed2026-05-15

DLR

Digital Realty Trust Inc

-32.67%

Shares7.2K

Event2026-03-31

Filed2026-05-15

CGNG

CAPITAL GROUP NEW GEOGRAPHY

153.80%

Shares40.5K

Event2026-03-31

Filed2026-05-15

ETJ

EATON VANCE

-5.59%

Shares156.0K

Event2026-03-31

Filed2026-05-15

ECL

Ecolab Inc

-3.16%

Shares4.8K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

TSLA Call CallTSLA 260417C0032000030.0K sharesnew addition2026-03-312026-05-15

CALL 1 BIGBEAR AI HLDGS Call CallCALL 1 BIGBEAR AI HLDGS5.0K sharesnew addition2026-03-312026-05-15

CALL 6 AMERICAN ARLINES Call CallCALL 6 AMERICAN ARLINES2.0K sharesnew addition2026-03-312026-05-15

CALL 10 CLEVELAND CLIFFS Call CallCALL 10 CLEVELAND CLIFFS2.2K sharesnew addition2026-03-312026-05-15

CALL 6 SNAP INC Call CallCALL 6 SNAP INC2.0K sharesnew addition2026-03-312026-05-15

CALL 6 BUILDERS Call CallCALL 6 BUILDERS100 sharesnew addition2026-03-312026-05-15

CALL 4 CELLEBRITE DI LTD Call CallCALL 4 CELLEBRITE DI LTD27.0K sharesnew addition2026-03-312026-05-15

CALL 6 TRINET GROUP INC Call CallCALL 6 TRINET GROUP INC400 sharesnew addition2026-03-312026-05-15

CALL 8 ALMONTY INDS INC Call CallCALL 8 ALMONTY INDS INC300 sharesnew addition2026-03-312026-05-15

CALL 4 TRADE DESK INC Call CallCALL 4 TRADE DESK INC200 shares0.00%2026-03-312026-05-15

TSLA Call

TSLA 260417C00320000

New

Shares30.0K

Event2026-03-31

Filed2026-05-15

CALL 1 BIGBEAR AI HLDGS Call

CALL 1 BIGBEAR AI HLDGS

New

Shares5.0K

Event2026-03-31

Filed2026-05-15

CALL 6 AMERICAN ARLINES Call

CALL 6 AMERICAN ARLINES

New

Shares2.0K

Event2026-03-31

Filed2026-05-15

CALL 10 CLEVELAND CLIFFS Call

CALL 10 CLEVELAND CLIFFS

New

Shares2.2K

Event2026-03-31

Filed2026-05-15

CALL 6 SNAP INC Call

CALL 6 SNAP INC

New

Shares2.0K

Event2026-03-31

Filed2026-05-15

CALL 6 BUILDERS Call

CALL 6 BUILDERS

New

Shares100

Event2026-03-31

Filed2026-05-15

CALL 4 CELLEBRITE DI LTD Call

CALL 4 CELLEBRITE DI LTD

New

Shares27.0K

Event2026-03-31

Filed2026-05-15

CALL 6 TRINET GROUP INC Call

CALL 6 TRINET GROUP INC

New

Shares400

Event2026-03-31

Filed2026-05-15

CALL 8 ALMONTY INDS INC Call

CALL 8 ALMONTY INDS INC

New

Shares300

Event2026-03-31

Filed2026-05-15

CALL 4 TRADE DESK INC Call

CALL 4 TRADE DESK INC

0.00%

Shares200

Event2026-03-31

Filed2026-05-15

Put Option Holdings

PUT 6 INVESCO QQQ SER 1 Put PutPUT 6 INVESCO QQQ SER 1800 shares-99.11%2026-03-312026-05-15

PUT 4 DELTA AIRLINES INC Put PutPUT 4 DELTA AIRLINES INC900 sharesnew addition2026-03-312026-05-15

PUT 6 GARRETT MOTION INC Put PutPUT 6 GARRETT MOTION INC3.3K sharesnew addition2026-03-312026-05-15

PUT 5 GSK PLC Put PutPUT 5 GSK PLC300 sharesnew addition2026-03-312026-05-15

PUT 6 INVESCO QQQ SER 1 Put

PUT 6 INVESCO QQQ SER 1

-99.11%

Shares800

Event2026-03-31

Filed2026-05-15

PUT 4 DELTA AIRLINES INC Put

PUT 4 DELTA AIRLINES INC

New

Shares900

Event2026-03-31

Filed2026-05-15

PUT 6 GARRETT MOTION INC Put

PUT 6 GARRETT MOTION INC

New

Shares3.3K

Event2026-03-31

Filed2026-05-15

PUT 5 GSK PLC Put

PUT 5 GSK PLC

New

Shares300

Event2026-03-31

Filed2026-05-15