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The Analysis of Independent Wealth Network Inc.'s Holdings & P&L

Currently, Independent Wealth Network Inc. holds 296 types of securities in its portfolio with a total value $336.6M. In the most recent quarter, they have increased their positions in SPYM (+47.2K shares, valued at $3.6M), QTEC (+15.5K shares, valued at $3.3M), JPST (+51.5K shares, valued at $2.6M); decreased their positions in ILTB (-77.3K shares, valued at $3.8M), SPYV (-61.3K shares, valued at $3.5M), ACWI (-22.7K shares, valued at $3.1M); initiated new positions in QTEC (+15.5K shares, valued at $3.3M), LMBS (+45.9K shares, valued at $2.3M), BBAG (+38.6K shares, valued at $1.8M).

1M P&L

+11.0M+3.45%

3M P&L

-1.7M-0.52%

HY P&L

+15.9M+5.06%

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/A229.1M

72.3%

2Farm & Heavy Construction Machinery18.9M

6.0%

3Oil & Gas Integrated7.8M

2.5%

Top Industries by Stock Count

1N/A180 stocks

64.3%

2Semiconductors7 stocks

2.5%

3Oil & Gas E&P4 stocks

1.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CAT CATERPILLAR INC26.1K shares0.08%2026-03-312026-04-21

SPYM SPDR SERIES TRUST199.4K shares31.03%2026-03-312026-04-21

JPST J P MORGAN EXCHANGE TRADED F249.9K shares25.96%2026-03-312026-04-21

SPYG SPDR SERIES TRUST98.8K shares-20.47%2026-03-312026-04-21

SLV ISHARES SILVER TR105.8K shares-4.06%2026-03-312026-04-21

RDFI COLLABORATIVE INVESTMNT SER265.2K shares23.79%2026-03-312026-04-21

CVX CHEVRON CORPORATION29.1K shares-10.12%2026-03-312026-04-21

DFUS DIMENSIONAL ETF TRUST73.2K shares6.81%2026-03-312026-04-21

Sponsored

INVESCO QQQ TR INVESCO QQQ TR8.9K shares37.35%2026-03-312026-04-21

SPYV SPDR SERIES TRUST90.7K shares-40.32%2026-03-312026-04-21

AAPL APPLE INC19.6K shares0.20%2026-03-312026-04-21

NVDA NVIDIA CORPORATION26.3K shares-3.80%2026-03-312026-04-21

GLD SPDR GOLD TR10.2K shares1.94%2026-03-312026-04-21

MSFT MICROSOFT CORP11.2K shares14.24%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS6.8K shares3.39%2026-03-312026-04-21

QTEC FIRST TR EXCHANGE-TRADED FD15.5K sharesnew addition2026-03-312026-04-21

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F57.6K shares35.57%2026-03-312026-04-21

AMZN AMAZON COM INC15.6K shares2.84%2026-03-312026-04-21

FLRT PACER FDS TR68.2K shares-18.25%2026-03-312026-04-21

ACWI ISHARES TR21.9K shares-50.99%2026-03-312026-04-21

SPYD SPDR SERIES TRUST64.6K shares-32.37%2026-03-312026-04-21

SPAB SPDR SERIES TRUST112.9K shares-40.41%2026-03-312026-04-21

VYM VANGUARD WHITEHALL FDS19.0K shares0.47%2026-03-312026-04-21

XLE SELECT SECTOR SPDR TR45.2K shares65.26%2026-03-312026-04-21

Sponsored

VUG VANGUARD INDEX FDS6.3K shares-4.01%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.4K shares2.48%2026-03-312026-04-21

STIP ISHARES TR24.8K shares1.28%2026-03-312026-04-21

XMMO INVESCO EXCHANGE TRADED FD T17.6K shares52.53%2026-03-312026-04-21

FJAN FIRST TR EXCHNG TRADED FD VI47.2K shares-1.06%2026-03-312026-04-21

ILTB ISHARES TR46.9K shares-62.24%2026-03-312026-04-21

LMBS FIRST TR EXCHANGE-TRADED FD45.9K sharesnew addition2026-03-312026-04-21

LQTI FIRST TR EXCHANGE-TRADED FD115.5K shares4.25%2026-03-312026-04-21

Sponsored

BND VANGUARD BD INDEX FDS30.1K shares22.99%2026-03-312026-04-21

PSFF PACER FDS TR69.1K shares-3.53%2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INC15.1K shares11.34%2026-03-312026-04-21

FLOT ISHARES TR42.7K shares-1.66%2026-03-312026-04-21

BIL SPDR SERIES TRUST23.1K shares-9.09%2026-03-312026-04-21

YYY AMPLIFY ETF TR182.2K shares1.83%2026-03-312026-04-21

QYLD GLOBAL X FDS114.1K shares0.73%2026-03-312026-04-21

XLK SELECT SECTOR SPDR TR14.2K shares4.22%2026-03-312026-04-21

Sponsored

META META PLATFORMS INC3.2K shares0.44%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T2.8K shares-8.39%2026-03-312026-04-21

SOXX ISHARES TR5.5K shares19.33%2026-03-312026-04-21

BBAG J P MORGAN EXCHANGE TRADED F38.6K sharesnew addition2026-03-312026-04-21

V VISA INC5.7K shares0.65%2026-03-312026-04-21

BUFR FIRST TR EXCHNG TRADED FD VI47.9K shares3.40%2026-03-312026-04-21

DLN WISDOMTREE TR17.9K shares14.56%2026-03-312026-04-21

KYN KAYNE ANDERSON ENERGY INFRST109.9K shares1.20%2026-03-312026-04-21

Sponsored

SCIO FIRST TR EXCHANGE-TRADED FD75.6K sharesnew addition2026-03-312026-04-21

FPE FIRST TR EXCH TRADED FD III87.6K shares-28.58%2026-03-312026-04-21

XOM EXXON MOBIL CORP8.9K shares-1.31%2026-03-312026-04-21

AWF ALLIANCEBERNSTEIN GLOBAL HIG147.4K shares-0.43%2026-03-312026-04-21

GCOW PACER FDS TR32.0K shares52.75%2026-03-312026-04-21

SECT NORTHERN LTS FD TR IV24.5K shares16.61%2026-03-312026-04-21

BBIN J P MORGAN EXCHANGE TRADED F20.1K sharesnew addition2026-03-312026-04-21

ALPHABET INC ALPHABET INC5.1K shares-5.34%2026-03-312026-04-21

Sponsored

ITA ISHARES TR6.6K shares-0.43%2026-03-312026-04-21

SPDW SPDR INDEX SHS FDS31.6K shares553.02%2026-03-312026-04-21

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-21

CGUS CAPITAL GROUP CORE EQUITY ET37.3K shares5.07%2026-03-312026-04-21

TSLA TESLA INC3.8K shares3.40%2026-03-312026-04-21

ISHARES GOLD TR ISHARES GOLD TR16.0K shares-7.12%2026-03-312026-04-21

VBK VANGUARD INDEX FDS4.6K shares6.49%2026-03-312026-04-21

SGOV ISHARES TR13.8K shares10.06%2026-03-312026-04-21

Sponsored

SPMD SPDR SERIES TRUST23.3K shares214.63%2026-03-312026-04-21

SPEM SPDR INDEX SHS FDS28.5K shares49.04%2026-03-312026-04-21

SHY ISHARES TR15.8K shares1.61%2026-03-312026-04-21

SNTH TIDAL TRUST III48.6K shares-14.70%2026-03-312026-04-21

AGG ISHARES TR12.7K shares33.38%2026-03-312026-04-21

DVY ISHARES TR8.3K shares-0.28%2026-03-312026-04-21

FTCS FIRST TR EXCHANGE-TRADED FD13.4K shares82.28%2026-03-312026-04-21

STOT SSGA ACTIVE TR26.2K sharesnew addition2026-03-312026-04-21

Sponsored

PGX INVESCO EXCH TRADED FD TR II113.3K shares0.57%2026-03-312026-04-21

QQQM INVESCO EXCH TRADED FD TR II5.0K shares-8.25%2026-03-312026-04-21

IVV ISHARES TR1.8K shares7.33%2026-03-312026-04-21

ALPHABET INC ALPHABET INC4.1K shares2.27%2026-03-312026-04-21

CGBL CAPITAL GROUP CORE BALANCED34.2K shares21.79%2026-03-312026-04-21

CGDV CAPITAL GROUP DIVIDEND VALUE27.4K sharesnew addition2026-03-312026-04-21

MSI MOTOROLA SOLUTIONS INC2.7K shares-0.26%2026-03-312026-04-21

LGLV SPDR SERIES TRUST6.4K shares-0.58%2026-03-312026-04-21

Sponsored

ET ENERGY TRANSFER L P58.8K shares3.40%2026-03-312026-04-21

CASY CASEYS GEN STORES INC1.5K shares-1.60%2026-03-312026-04-21

EFA ISHARES TR11.5K shares0.87%2026-03-312026-04-21

VCIT VANGUARD SCOTTSDALE FDS13.5K shares0.13%2026-03-312026-04-21

MO ALTRIA GROUP INC16.8K shares-1.45%2026-03-312026-04-21

CLX CLOROX CO DEL10.7K shares4.17%2026-03-312026-04-21

KR KROGER CO15.2K shares-22.40%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION1.1K shares3.30%2026-03-312026-04-21

Sponsored

SCHG SCHWAB STRATEGIC TR37.5K shares41.50%2026-03-312026-04-21

BA BOEING CO5.5K shares4.24%2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS5.0K shares2.79%2026-03-312026-04-21

JCPB J P MORGAN EXCHANGE TRADED F22.5K shares3.21%2026-03-312026-04-21

IDEV ISHARES TR12.5K shares11.73%2026-03-312026-04-21

FDVV FIDELITY COVINGTON TRUST18.2K shares26.71%2026-03-312026-04-21

CME CME GROUP INC3.4K shares0.12%2026-03-312026-04-21

ARCC ARES CAPITAL CORP55.5K shares4.23%2026-03-312026-04-21

Sponsored

HON HONEYWELL INTL INC4.4K shares1.95%2026-03-312026-04-21

HACK AMPLIFY ETF TR12.7K shares1.54%2026-03-312026-04-21

IDV ISHARES TR22.4K shares1.36%2026-03-312026-04-21

SEIM SEI EXCHANGE TRADED FUNDS20.2K shares316.43%2026-03-312026-04-21

BBCB J P MORGAN EXCHANGE TRADED F19.6K sharesnew addition2026-03-312026-04-21

USRT ISHARES TR14.9K shares-70.28%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS13.7K shares27.08%2026-03-312026-04-21

AIRR FIRST TR EXCHANGE TRADED FD7.9K shares27.90%2026-03-312026-04-21

Sponsored

XNTK SPDR SERIES TRUST3.4K sharesnew addition2026-03-312026-04-21

HSY HERSHEY CO4.2K shares0.96%2026-03-312026-04-21

JPIN J P MORGAN EXCHANGE TRADED F11.8K shares0.10%2026-03-312026-04-21

PSCI INVESCO EXCH TRADED FD TR II5.4K sharesnew addition2026-03-312026-04-21

JNJ JOHNSON & JOHNSON3.4K shares-6.02%2026-03-312026-04-21

AAXJ ISHARES TR8.6K shares-0.17%2026-03-312026-04-21

SCHV SCHWAB STRATEGIC TR27.1K shares20.32%2026-03-312026-04-21

DFAX DIMENSIONAL ETF TRUST24.3K shares25.82%2026-03-312026-04-21

Sponsored

MINT PIMCO ETF TR8.2K shares-7.89%2026-03-312026-04-21

EWA ISHARES INC29.3K shares-0.42%2026-03-312026-04-21

BROADCOM INC BROADCOM INC2.6K shares20.05%2026-03-312026-04-21

RDVY FIRST TR EXCHANGE TRADED FD11.7K shares47.62%2026-03-312026-04-21

XEMD BONDBLOXX ETF TRUST17.6K shares-41.88%2026-03-312026-04-21

SPTM SPDR SERIES TRUST9.6K shares0.30%2026-03-312026-04-21

PKG PACKAGING CORP AMER3.5K shares4.90%2026-03-312026-04-21

WINN HARBOR ETF TRUST26.9K shares-17.66%2026-03-312026-04-21

Sponsored

SDVY FIRST TR EXCHANGE TRADED FD18.3K shares1.67%2026-03-312026-04-21

VTV VANGUARD INDEX FDS3.7K shares2.73%2026-03-312026-04-21

USHY ISHARES TR19.3K shares-3.28%2026-03-312026-04-21

HYG ISHARES TR8.8K shares157.97%2026-03-312026-04-21

LAC LITHIUM AMERS CORP NEW177.1K shares18.47%2026-03-312026-04-21

VOT VANGUARD INDEX FDS2.7K shares-1.92%2026-03-312026-04-21

IWM ISHARES TR2.7K shares0.44%2026-03-312026-04-21

BIV VANGUARD BD INDEX FDS8.8K sharesnew addition2026-03-312026-04-21

Sponsored

RTRE COLLABORATIVE INVESTMNT SER27.0K shares1.35%2026-03-312026-04-21

SPHY SPDR SERIES TRUST28.1K shares201.99%2026-03-312026-04-21

FTHI FIRST TR EXCHANGE TRADED FD28.5K shares32.37%2026-03-312026-04-21

TFI SPDR SERIES TRUST14.2K shares-0.11%2026-03-312026-04-21

JEPQ J P MORGAN EXCHANGE TRADED F11.5K shares43.01%2026-03-312026-04-21

GLDM WORLD GOLD TR6.9K sharesnew addition2026-03-312026-04-21

WFC-PL WELLS FARGO & CO542 shares1.31%2026-03-312026-04-21

VDE VANGUARD WORLD FD3.6K shares-4.85%2026-03-312026-04-21

Sponsored

TOTL SSGA ACTIVE ETF TR15.7K sharesnew addition2026-03-312026-04-21

SPSM SPDR SERIES TRUST12.9K shares47.84%2026-03-312026-04-21

BUXX EA SERIES TRUST30.6K shares29.92%2026-03-312026-04-21

WMT WALMART INC5.0K shares0.34%2026-03-312026-04-21

NFLX NETFLIX INC.6.4K shares-6.31%2026-03-312026-04-21

IGLD FIRST TR EXCHANGE-TRADED FD23.9K shares7.06%2026-03-312026-04-21

UHT UNIVERSAL HEALTH RLTY INCOME15.1K shares60.44%2026-03-312026-04-21

AMD ADVANCED MICRO DEVICES INC3.0K shares-0.37%2026-03-312026-04-21

Sponsored

IVE ISHARES TR2.8K shares-9.91%2026-03-312026-04-21

BBHY J P MORGAN EXCHANGE TRADED F12.9K sharesnew addition2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.1K sharesnew addition2026-03-312026-04-21

VONE VANGUARD SCOTTSDALE FDS2.0K sharesnew addition2026-03-312026-04-21

ZDEK INNOVATOR ETFS TRUST22.4K shares-64.87%2026-03-312026-04-21

IJK ISHARES TR5.7K shares-0.96%2026-03-312026-04-21

IEMG ISHARES INC8.1K shares9.43%2026-03-312026-04-21

CSCO CISCO SYS INC7.3K shares0.30%2026-03-312026-04-21

Sponsored

VGSH VANGUARD SCOTTSDALE FDS9.5K shares99.41%2026-03-312026-04-21

T AT&T INC19.2K shares-8.88%2026-03-312026-04-21

FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD16.5K sharesnew addition2026-03-312026-04-21

VZ VERIZON COMMUNICATIONS INC10.6K shares-8.81%2026-03-312026-04-21

RWK INVESCO EXCH TRADED FD TR II4.1K sharesnew addition2026-03-312026-04-21

SHW SHERWIN WILLIAMS CO1.6K shares-0.43%2026-03-312026-04-21

VB VANGUARD INDEX FDS2.0K sharesnew addition2026-03-312026-04-21

FLTR VANECK ETF TRUST20.2K shares27.99%2026-03-312026-04-21

Sponsored

MTUM ISHARES TR2.1K sharesnew addition2026-03-312026-04-21

IVW ISHARES TR4.5K shares1.30%2026-03-312026-04-21

PYLD PIMCO ETF TR19.4K sharesnew addition2026-03-312026-04-21

AFL AFLAC INC4.6K shares-2.42%2026-03-312026-04-21

FTA FIRST TR EXCHANGE-TRADED ALP5.4K shares-4.66%2026-03-312026-04-21

KSS KOHLS CORP38.1K shares3.08%2026-03-312026-04-21

ABBV ABBVIE INC2.3K shares-2.12%2026-03-312026-04-21

DVN DEVON ENERGY CORP NEW9.7K shares9.53%2026-03-312026-04-21

Sponsored

ZECP ZACKS TRUST14.2K shares0.00%2026-03-312026-04-21

CNRG SPDR SERIES TRUST5.3K shares-2.11%2026-03-312026-04-21

LLY ELI LILLY & CO517 shares3.61%2026-03-312026-04-21

FYC FIRST TR EXCHANGE-TRADED ALP4.9K shares-47.59%2026-03-312026-04-21

NYF ISHARES TR8.8K shares-0.18%2026-03-312026-04-21

TSM TAIWAN SEMICONDUCTOR MANUFAC1.4K shares2.28%2026-03-312026-04-21

VGT VANGUARD WORLD FD673 shares4.18%2026-03-312026-04-21

BITO PROSHARES TR49.9K shares28.73%2026-03-312026-04-21

Sponsored

SCHO SCHWAB STRATEGIC TR18.9K shares-1.52%2026-03-312026-04-21

LQD ISHARES TR4.0K shares0.90%2026-03-312026-04-21

DE DEERE & CO763 shares1.60%2026-03-312026-04-21

FEX FIRST TR EXCHANGE-TRADED ALP3.5K shares-53.36%2026-03-312026-04-21

RDVI FIRST TR EXCHANGE-TRADED FD16.6K shares3.93%2026-03-312026-04-21

USFR WISDOMTREE TR8.4K shares-0.24%2026-03-312026-04-21

QUS SPDR SERIES TRUST2.4K sharesnew addition2026-03-312026-04-21

JPM JPMORGAN CHASE & CO1.4K shares-8.91%2026-03-312026-04-21

Sponsored

HYLS FIRST TR EXCHANGE-TRADED FD10.2K shares-6.51%2026-03-312026-04-21

IJR ISHARES TR3.3K shares-0.89%2026-03-312026-04-21

BNDX VANGUARD CHARLOTTE FDS8.6K shares37.97%2026-03-312026-04-21

VNQ VANGUARD INDEX FDS4.6K shares-60.12%2026-03-312026-04-21

FTEC FIDELITY COVINGTON TRUST2.0K shares-2.15%2026-03-312026-04-21

MU MICRON TECHNOLOGY INC1.2K shares-15.64%2026-03-312026-04-21

PG PROCTER & GAMBLE CO2.8K shares-6.37%2026-03-312026-04-21

VWO VANGUARD INTL EQUITY INDEX F7.3K shares11.61%2026-03-312026-04-21

Sponsored

ATO ATMOS ENERGY CORP2.1K shares-1.66%2026-03-312026-04-21

HD HOME DEPOT INC1.2K shares4.63%2026-03-312026-04-21

JMBS JANUS DETROIT STR TR8.6K sharesnew addition2026-03-312026-04-21

MA MASTERCARD INCORPORATED774 shares0.26%2026-03-312026-04-21

FPEI FIRST TR EXCH TRADED FD III20.3K sharesnew addition2026-03-312026-04-21

MUB ISHARES TR3.6K shares5.93%2026-03-312026-04-21

FTC FIRST TR EXCHANGE-TRADED ALP2.4K sharesnew addition2026-03-312026-04-21

JGH NUVEEN GLOBAL HIGH INCOME FD30.2K shares33.60%2026-03-312026-04-21

Sponsored

APH AMPHENOL CORP2.9K shares3.94%2026-03-312026-04-21

CTVA CORTEVA INC4.3K shares-0.49%2026-03-312026-04-21

UEC URANIUM ENERGY CORP26.1K shares-14.50%2026-03-312026-04-21

WTBA WEST BANCORPORATION INC14.7K shares41.97%2026-03-312026-04-21

ETFS GOLD TR ETFS GOLD TR7.7K shares2.96%2026-03-312026-04-21

CWB SPDR SERIES TRUST3.7K sharesnew addition2026-03-312026-04-21

FFEB FIRST TR EXCHNG TRADED FD VI6.0K shares13.94%2026-03-312026-04-21

ALPS ETF TR ALPS ETF TR6.4K shares-7.00%2026-03-312026-04-21

Sponsored

VTIP VANGUARD MALVERN FDS6.7K shares-65.45%2026-03-312026-04-21

IUSB ISHARES TR7.1K shares0.46%2026-03-312026-04-21

AMAT APPLIED MATLS INC942 shares1.95%2026-03-312026-04-21

SHYG ISHARES TR7.5K shares31.84%2026-03-312026-04-21

APA CORPORATION APA CORPORATION7.4K sharesnew addition2026-03-312026-04-21

PEP PEPSICO INC2.0K shares0.40%2026-03-312026-04-21

INTC INTEL CORP6.9K shares-30.92%2026-03-312026-04-21

VTEB VANGUARD MUN BD FDS6.1K shares2.61%2026-03-312026-04-21

Sponsored

BCI ABRDN ETFS12.3K sharesnew addition2026-03-312026-04-21

VBR VANGUARD INDEX FDS1.4K shares16.65%2026-03-312026-04-21

FV FIRST TR EXCHANGE TRADED FD4.9K shares-0.14%2026-03-312026-04-21

IDMO INVESCO EXCH TRADED FD TR II5.4K sharesnew addition2026-03-312026-04-21

SILJ AMPLIFY ETF TR9.9K sharesnew addition2026-03-312026-04-21

VV VANGUARD INDEX FDS975 sharesnew addition2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC2.4K shares-36.34%2026-03-312026-04-21

PSX PHILLIPS 661.6K shares-3.61%2026-03-312026-04-21

Sponsored

KO COCA COLA CO3.7K shares-0.05%2026-03-312026-04-21

QCOM QUALCOMM INC2.2K shares-3.36%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC1.7K shares0.89%2026-03-312026-04-21

EQIX EQUINIX INC286 sharesnew addition2026-03-312026-04-21

ADBE ADOBE INC1.1K shares65.15%2026-03-312026-04-21

SPIP SPDR SERIES TRUST10.5K sharesnew addition2026-03-312026-04-21

SMH VANECK ETF TRUST711 shares-2.60%2026-03-312026-04-21

COP CONOCOPHILLIPS2.0K sharesnew addition2026-03-312026-04-21

Sponsored

AVUS AMERICAN CENTY ETF TR2.4K shares-0.29%2026-03-312026-04-21

MCD MCDONALDS CORP842 shares-1.98%2026-03-312026-04-21

ENB ENBRIDGE INC4.8K shares-5.91%2026-03-312026-04-21

ONON ON HLDG AG7.6K sharesnew addition2026-03-312026-04-21

VRT VERTIV HOLDINGS CO1.0K sharesnew addition2026-03-312026-04-21

SHEL SHELL PLC2.8K sharesnew addition2026-03-312026-04-21

IBIT ISHARES BITCOIN TRUST ETF6.5K sharesnew addition2026-03-312026-04-21

TER TERADYNE INC834 sharesnew addition2026-03-312026-04-21

Sponsored

FTRI FIRST TR EXCHANGE-TRADED FD13.7K shares3.16%2026-03-312026-04-21

BWXT BWX TECHNOLOGIES INC1.2K sharesnew addition2026-03-312026-04-21

XYZ BLOCK INC4.1K shares12.11%2026-03-312026-04-21

ABT ABBOTT LABORATORIES2.4K shares-4.42%2026-03-312026-04-21

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.1K shares-21.76%2026-03-312026-04-21

BABA ALIBABA GROUP HLDG LTD1.9K shares-13.51%2026-03-312026-04-21

RTX RTX CORPORATION1.3K shares8.69%2026-03-312026-04-21

SYK STRYKER CORPORATION734 shares-0.81%2026-03-312026-04-21

Sponsored

ACWV ISHARES INC2.0K shares8.70%2026-03-312026-04-21

SIVR ABRDN SILVER ETF TRUST3.4K sharesnew addition2026-03-312026-04-21

VT VANGUARD INTL EQUITY INDEX F1.7K shares6.08%2026-03-312026-04-21

SEIV SEI EXCHANGE TRADED FUNDS5.7K shares5.04%2026-03-312026-04-21

RIVN RIVIAN AUTOMOTIVE INC15.7K shares10.77%2026-03-312026-04-21

VAW VANGUARD WORLD FD1.0K shares-6.03%2026-03-312026-04-21

FCX FREEPORT MCMORAN INC4.0K sharesnew addition2026-03-312026-04-21

SNA SNAP ON INC644 shares-0.31%2026-03-312026-04-21

Sponsored

UBER UBER TECHNOLOGIES INC3.2K shares10.95%2026-03-312026-04-21

SCHX SCHWAB STRATEGIC TR9.0K shares15.41%2026-03-312026-04-21

BGS B & G FOODS INC48.1K shares35.41%2026-03-312026-04-21

TMUS T-MOBILE US INC1.1K shares-19.47%2026-03-312026-04-21

WFC WELLS FARGO & CO2.9K shares1.19%2026-03-312026-04-21

SPYI NEOS ETF TRUST4.7K sharesnew addition2026-03-312026-04-21

ASML ASML HLDG NV173 sharesnew addition2026-03-312026-04-21

GRNT GRANITE RIDGE RESOURCES INC38.9K shares32.31%2026-03-312026-04-21

Sponsored

GM GENERAL MTRS CO3.1K sharesnew addition2026-03-312026-04-21

RSG REPUBLIC SVCS INC1.0K shares1.09%2026-03-312026-04-21

TT TRANE TECHNOLOGIES PLC537 shares0.37%2026-03-312026-04-21

TXN TEXAS INSTRS INC1.2K sharesnew addition2026-03-312026-04-21

SCHP SCHWAB STRATEGIC TR8.4K sharesnew addition2026-03-312026-04-21

QUIZ ZACKS TRUST8.2K shares0.00%2026-03-312026-04-21

SPGI S&P GLOBAL INC511 shares-11.59%2026-03-312026-04-21

GPN GLOBAL PMTS INC3.2K shares-5.94%2026-03-312026-04-21

Sponsored

MEAR ISHARES U S ETF TR4.2K shares0.43%2026-03-312026-04-21

MDLZ MONDELEZ INTL INC3.7K shares-0.97%2026-03-312026-04-21

TDIV FIRST TR EXCHANGE TRADED FD2.3K shares2.90%2026-03-312026-04-21

MBB ISHARES TR2.2K sharesnew addition2026-03-312026-04-21

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC2.1K sharesnew addition2026-03-312026-04-21

NOW SERVICENOW INC2.0K sharesnew addition2026-03-312026-04-21

FNX FIRST TR EXCHANGE-TRADED ALP1.6K shares-57.96%2026-03-312026-04-21

FDL FIRST TR EXCHANGE-TRADED FD4.0K sharesnew addition2026-03-312026-04-21

Sponsored

WSO WATSCO INC553 sharesnew addition2026-03-312026-04-21

FIIG FIRST TR EXCHANGE-TRADED FD9.7K shares-10.18%2026-03-312026-04-21

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP583 shares-7.61%2026-03-312026-04-21

CTRA COTERRA ENERGY INC5.7K sharesnew addition2026-03-312026-04-21

PFFD GLOBAL X FDS10.6K sharesnew addition2026-03-312026-04-21

JRS NUVEEN REAL ESTATE INCOME FD22.3K shares3.31%2026-03-312026-04-21

MSIF MSC INCOME FUND INC11.5K sharesnew addition2026-03-312026-04-21

YMAX TIDAL TRUST II16.5K shares15.07%2026-03-312026-04-21

Sponsored

SAN BANCO SANTANDER SA11.3K sharesnew addition2026-03-312026-04-21

F FORD MTR CO10.6K shares3.56%2026-03-312026-04-21

FSCO FS CREDIT OPPORTUNITIES CORP23.6K shares-53.36%2026-03-312026-04-21

DNP DNP SELECT INCOME FD INC11.4K shares0.00%2026-03-312026-04-21

BTG B2GOLD CORP10.0K shares0.00%2026-03-312026-04-21

VUZI VUZIX CORP13.4K sharesnew addition2026-03-312026-04-21

NAK NORTHERN DYNASTY MINERALS LT15.6K shares-0.32%2026-03-312026-04-21

AKBA AKEBIA THREAPEUTICS INC13.0K shares0.00%2026-03-312026-04-21

Sponsored

CAT

CATERPILLAR INC

0.08%

Shares26.1K

Event2026-03-31

Filed2026-04-21

SPYM

SPDR SERIES TRUST

31.03%

Shares199.4K

Event2026-03-31

Filed2026-04-21

JPST

J P MORGAN EXCHANGE TRADED F

25.96%

Shares249.9K

Event2026-03-31

Filed2026-04-21

SPYG

SPDR SERIES TRUST

-20.47%

Shares98.8K

Event2026-03-31

Filed2026-04-21

SLV

ISHARES SILVER TR

-4.06%

Shares105.8K

Event2026-03-31

Filed2026-04-21

RDFI

COLLABORATIVE INVESTMNT SER

23.79%

Shares265.2K

Event2026-03-31

Filed2026-04-21

CVX

CHEVRON CORPORATION

-10.12%

Shares29.1K

Event2026-03-31

Filed2026-04-21

DFUS

DIMENSIONAL ETF TRUST

6.81%

Shares73.2K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

37.35%

Shares8.9K

Event2026-03-31

Filed2026-04-21

SPYV

SPDR SERIES TRUST

-40.32%

Shares90.7K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

0.20%

Shares19.6K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

-3.80%

Shares26.3K

Event2026-03-31

Filed2026-04-21

GLD

SPDR GOLD TR

1.94%

Shares10.2K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

14.24%

Shares11.2K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

3.39%

Shares6.8K

Event2026-03-31

Filed2026-04-21

QTEC

FIRST TR EXCHANGE-TRADED FD

New

Shares15.5K

Event2026-03-31

Filed2026-04-21

JEPI

J P MORGAN EXCHANGE TRADED F

35.57%

Shares57.6K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

2.84%

Shares15.6K

Event2026-03-31

Filed2026-04-21

FLRT

PACER FDS TR

-18.25%

Shares68.2K

Event2026-03-31

Filed2026-04-21

ACWI

ISHARES TR

-50.99%

Shares21.9K

Event2026-03-31

Filed2026-04-21

SPYD

SPDR SERIES TRUST

-32.37%

Shares64.6K

Event2026-03-31

Filed2026-04-21

SPAB

SPDR SERIES TRUST

-40.41%

Shares112.9K

Event2026-03-31

Filed2026-04-21

VYM

VANGUARD WHITEHALL FDS

0.47%

Shares19.0K

Event2026-03-31

Filed2026-04-21

XLE

SELECT SECTOR SPDR TR

65.26%

Shares45.2K

Event2026-03-31

Filed2026-04-21

VUG

VANGUARD INDEX FDS

-4.01%

Shares6.3K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

2.48%

Shares5.4K

Event2026-03-31

Filed2026-04-21

STIP

ISHARES TR

1.28%

Shares24.8K

Event2026-03-31

Filed2026-04-21

XMMO

INVESCO EXCHANGE TRADED FD T

52.53%

Shares17.6K

Event2026-03-31

Filed2026-04-21

FJAN

FIRST TR EXCHNG TRADED FD VI

-1.06%

Shares47.2K

Event2026-03-31

Filed2026-04-21

ILTB

ISHARES TR

-62.24%

Shares46.9K

Event2026-03-31

Filed2026-04-21

LMBS

FIRST TR EXCHANGE-TRADED FD

New

Shares45.9K

Event2026-03-31

Filed2026-04-21

LQTI

FIRST TR EXCHANGE-TRADED FD

4.25%

Shares115.5K

Event2026-03-31

Filed2026-04-21

BND

VANGUARD BD INDEX FDS

22.99%

Shares30.1K

Event2026-03-31

Filed2026-04-21

PSFF

PACER FDS TR

-3.53%

Shares69.1K

Event2026-03-31

Filed2026-04-21

PLTR

PALANTIR TECHNOLOGIES INC

11.34%

Shares15.1K

Event2026-03-31

Filed2026-04-21

FLOT

ISHARES TR

-1.66%

Shares42.7K

Event2026-03-31

Filed2026-04-21

BIL

SPDR SERIES TRUST

-9.09%

Shares23.1K

Event2026-03-31

Filed2026-04-21

YYY

AMPLIFY ETF TR

1.83%

Shares182.2K

Event2026-03-31

Filed2026-04-21

QYLD

GLOBAL X FDS

0.73%

Shares114.1K

Event2026-03-31

Filed2026-04-21

XLK

SELECT SECTOR SPDR TR

4.22%

Shares14.2K

Event2026-03-31

Filed2026-04-21

META

META PLATFORMS INC

0.44%

Shares3.2K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

-8.39%

Shares2.8K

Event2026-03-31

Filed2026-04-21

SOXX

ISHARES TR

19.33%

Shares5.5K

Event2026-03-31

Filed2026-04-21

BBAG

J P MORGAN EXCHANGE TRADED F

New

Shares38.6K

Event2026-03-31

Filed2026-04-21

VISA INC

0.65%

Shares5.7K

Event2026-03-31

Filed2026-04-21

BUFR

FIRST TR EXCHNG TRADED FD VI

3.40%

Shares47.9K

Event2026-03-31

Filed2026-04-21

DLN

WISDOMTREE TR

14.56%

Shares17.9K

Event2026-03-31

Filed2026-04-21

KYN

KAYNE ANDERSON ENERGY INFRST

1.20%

Shares109.9K

Event2026-03-31

Filed2026-04-21

SCIO

FIRST TR EXCHANGE-TRADED FD

New

Shares75.6K

Event2026-03-31

Filed2026-04-21

FPE

FIRST TR EXCH TRADED FD III

-28.58%

Shares87.6K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

-1.31%

Shares8.9K

Event2026-03-31

Filed2026-04-21

AWF

ALLIANCEBERNSTEIN GLOBAL HIG

-0.43%

Shares147.4K

Event2026-03-31

Filed2026-04-21

GCOW

PACER FDS TR

52.75%

Shares32.0K

Event2026-03-31

Filed2026-04-21

SECT

NORTHERN LTS FD TR IV

16.61%

Shares24.5K

Event2026-03-31

Filed2026-04-21

BBIN

J P MORGAN EXCHANGE TRADED F

New

Shares20.1K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-5.34%

Shares5.1K

Event2026-03-31

Filed2026-04-21

ITA

ISHARES TR

-0.43%

Shares6.6K

Event2026-03-31

Filed2026-04-21

SPDW

SPDR INDEX SHS FDS

553.02%

Shares31.6K

Event2026-03-31

Filed2026-04-21

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-03-31

Filed2026-04-21

CGUS

CAPITAL GROUP CORE EQUITY ET

5.07%

Shares37.3K

Event2026-03-31

Filed2026-04-21

TSLA

TESLA INC

3.40%

Shares3.8K

Event2026-03-31

Filed2026-04-21

ISHARES GOLD TR

-7.12%

Shares16.0K

Event2026-03-31

Filed2026-04-21

VBK

VANGUARD INDEX FDS

6.49%

Shares4.6K

Event2026-03-31

Filed2026-04-21

SGOV

ISHARES TR

10.06%

Shares13.8K

Event2026-03-31

Filed2026-04-21

SPMD

SPDR SERIES TRUST

214.63%

Shares23.3K

Event2026-03-31

Filed2026-04-21

SPEM

SPDR INDEX SHS FDS

49.04%

Shares28.5K

Event2026-03-31

Filed2026-04-21

SHY

ISHARES TR

1.61%

Shares15.8K

Event2026-03-31

Filed2026-04-21

SNTH

TIDAL TRUST III

-14.70%

Shares48.6K

Event2026-03-31

Filed2026-04-21

AGG

ISHARES TR

33.38%

Shares12.7K

Event2026-03-31

Filed2026-04-21

DVY

ISHARES TR

-0.28%

Shares8.3K

Event2026-03-31

Filed2026-04-21

FTCS

FIRST TR EXCHANGE-TRADED FD

82.28%

Shares13.4K

Event2026-03-31

Filed2026-04-21

STOT

SSGA ACTIVE TR

New

Shares26.2K

Event2026-03-31

Filed2026-04-21

PGX

INVESCO EXCH TRADED FD TR II

0.57%

Shares113.3K

Event2026-03-31

Filed2026-04-21

QQQM

INVESCO EXCH TRADED FD TR II

-8.25%

Shares5.0K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

7.33%

Shares1.8K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

2.27%

Shares4.1K

Event2026-03-31

Filed2026-04-21

CGBL

CAPITAL GROUP CORE BALANCED

21.79%

Shares34.2K

Event2026-03-31

Filed2026-04-21

CGDV

CAPITAL GROUP DIVIDEND VALUE

New

Shares27.4K

Event2026-03-31

Filed2026-04-21

MSI

MOTOROLA SOLUTIONS INC

-0.26%

Shares2.7K

Event2026-03-31

Filed2026-04-21

LGLV

SPDR SERIES TRUST

-0.58%

Shares6.4K

Event2026-03-31

Filed2026-04-21

ENERGY TRANSFER L P

3.40%

Shares58.8K

Event2026-03-31

Filed2026-04-21

CASY

CASEYS GEN STORES INC

-1.60%

Shares1.5K

Event2026-03-31

Filed2026-04-21

EFA

ISHARES TR

0.87%

Shares11.5K

Event2026-03-31

Filed2026-04-21

VCIT

VANGUARD SCOTTSDALE FDS

0.13%

Shares13.5K

Event2026-03-31

Filed2026-04-21

ALTRIA GROUP INC

-1.45%

Shares16.8K

Event2026-03-31

Filed2026-04-21

CLX

CLOROX CO DEL

4.17%

Shares10.7K

Event2026-03-31

Filed2026-04-21

KROGER CO

-22.40%

Shares15.2K

Event2026-03-31

Filed2026-04-21

COST

COSTCO WHOLESALE CORPORATION

3.30%

Shares1.1K

Event2026-03-31

Filed2026-04-21

SCHG

SCHWAB STRATEGIC TR

41.50%

Shares37.5K

Event2026-03-31

Filed2026-04-21

BOEING CO

4.24%

Shares5.5K

Event2026-03-31

Filed2026-04-21

VIG

VANGUARD SPECIALIZED FUNDS

2.79%

Shares5.0K

Event2026-03-31

Filed2026-04-21

JCPB

J P MORGAN EXCHANGE TRADED F

3.21%

Shares22.5K

Event2026-03-31

Filed2026-04-21

IDEV

ISHARES TR

11.73%

Shares12.5K

Event2026-03-31

Filed2026-04-21

FDVV

FIDELITY COVINGTON TRUST

26.71%

Shares18.2K

Event2026-03-31

Filed2026-04-21

CME

CME GROUP INC

0.12%

Shares3.4K

Event2026-03-31

Filed2026-04-21

ARCC

ARES CAPITAL CORP

4.23%

Shares55.5K

Event2026-03-31

Filed2026-04-21

HON

HONEYWELL INTL INC

1.95%

Shares4.4K

Event2026-03-31

Filed2026-04-21

HACK

AMPLIFY ETF TR

1.54%

Shares12.7K

Event2026-03-31

Filed2026-04-21

IDV

ISHARES TR

1.36%

Shares22.4K

Event2026-03-31

Filed2026-04-21

SEIM

SEI EXCHANGE TRADED FUNDS

316.43%

Shares20.2K

Event2026-03-31

Filed2026-04-21

BBCB

J P MORGAN EXCHANGE TRADED F

New

Shares19.6K

Event2026-03-31

Filed2026-04-21

USRT

ISHARES TR

-70.28%

Shares14.9K

Event2026-03-31

Filed2026-04-21

VEA

VANGUARD TAX-MANAGED FDS

27.08%

Shares13.7K

Event2026-03-31

Filed2026-04-21

AIRR

FIRST TR EXCHANGE TRADED FD

27.90%

Shares7.9K

Event2026-03-31

Filed2026-04-21

XNTK

SPDR SERIES TRUST

New

Shares3.4K

Event2026-03-31

Filed2026-04-21

HSY

HERSHEY CO

0.96%

Shares4.2K

Event2026-03-31

Filed2026-04-21

JPIN

J P MORGAN EXCHANGE TRADED F

0.10%

Shares11.8K

Event2026-03-31

Filed2026-04-21

PSCI

INVESCO EXCH TRADED FD TR II

New

Shares5.4K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

-6.02%

Shares3.4K

Event2026-03-31

Filed2026-04-21

AAXJ

ISHARES TR

-0.17%

Shares8.6K

Event2026-03-31

Filed2026-04-21

SCHV

SCHWAB STRATEGIC TR

20.32%

Shares27.1K

Event2026-03-31

Filed2026-04-21

DFAX

DIMENSIONAL ETF TRUST

25.82%

Shares24.3K

Event2026-03-31

Filed2026-04-21

MINT

PIMCO ETF TR

-7.89%

Shares8.2K

Event2026-03-31

Filed2026-04-21

EWA

ISHARES INC

-0.42%

Shares29.3K

Event2026-03-31

Filed2026-04-21

BROADCOM INC

20.05%

Shares2.6K

Event2026-03-31

Filed2026-04-21

RDVY

FIRST TR EXCHANGE TRADED FD

47.62%

Shares11.7K

Event2026-03-31

Filed2026-04-21

XEMD

BONDBLOXX ETF TRUST

-41.88%

Shares17.6K

Event2026-03-31

Filed2026-04-21

SPTM

SPDR SERIES TRUST

0.30%

Shares9.6K

Event2026-03-31

Filed2026-04-21

PKG

PACKAGING CORP AMER

4.90%

Shares3.5K

Event2026-03-31

Filed2026-04-21

WINN

HARBOR ETF TRUST

-17.66%

Shares26.9K

Event2026-03-31

Filed2026-04-21

SDVY

FIRST TR EXCHANGE TRADED FD

1.67%

Shares18.3K

Event2026-03-31

Filed2026-04-21

VTV

VANGUARD INDEX FDS

2.73%

Shares3.7K

Event2026-03-31

Filed2026-04-21

USHY

ISHARES TR

-3.28%

Shares19.3K

Event2026-03-31

Filed2026-04-21

HYG

ISHARES TR

157.97%

Shares8.8K

Event2026-03-31

Filed2026-04-21

LAC

LITHIUM AMERS CORP NEW

18.47%

Shares177.1K

Event2026-03-31

Filed2026-04-21

VOT

VANGUARD INDEX FDS

-1.92%

Shares2.7K

Event2026-03-31

Filed2026-04-21

IWM

ISHARES TR

0.44%

Shares2.7K

Event2026-03-31

Filed2026-04-21

BIV

VANGUARD BD INDEX FDS

New

Shares8.8K

Event2026-03-31

Filed2026-04-21

RTRE

COLLABORATIVE INVESTMNT SER

1.35%

Shares27.0K

Event2026-03-31

Filed2026-04-21

SPHY

SPDR SERIES TRUST

201.99%

Shares28.1K

Event2026-03-31

Filed2026-04-21

FTHI

FIRST TR EXCHANGE TRADED FD

32.37%

Shares28.5K

Event2026-03-31

Filed2026-04-21

TFI

SPDR SERIES TRUST

-0.11%

Shares14.2K

Event2026-03-31

Filed2026-04-21

JEPQ

J P MORGAN EXCHANGE TRADED F

43.01%

Shares11.5K

Event2026-03-31

Filed2026-04-21

GLDM

WORLD GOLD TR

New

Shares6.9K

Event2026-03-31

Filed2026-04-21

WFC-PL

WELLS FARGO & CO

1.31%

Shares542

Event2026-03-31

Filed2026-04-21

VDE

VANGUARD WORLD FD

-4.85%

Shares3.6K

Event2026-03-31

Filed2026-04-21

TOTL

SSGA ACTIVE ETF TR

New

Shares15.7K

Event2026-03-31

Filed2026-04-21

SPSM

SPDR SERIES TRUST

47.84%

Shares12.9K

Event2026-03-31

Filed2026-04-21

BUXX

EA SERIES TRUST

29.92%

Shares30.6K

Event2026-03-31

Filed2026-04-21

WMT

WALMART INC

0.34%

Shares5.0K

Event2026-03-31

Filed2026-04-21

NFLX

NETFLIX INC.

-6.31%

Shares6.4K

Event2026-03-31

Filed2026-04-21

IGLD

FIRST TR EXCHANGE-TRADED FD

7.06%

Shares23.9K

Event2026-03-31

Filed2026-04-21

UHT

UNIVERSAL HEALTH RLTY INCOME

60.44%

Shares15.1K

Event2026-03-31

Filed2026-04-21

AMD

ADVANCED MICRO DEVICES INC

-0.37%

Shares3.0K

Event2026-03-31

Filed2026-04-21

IVE

ISHARES TR

-9.91%

Shares2.8K

Event2026-03-31

Filed2026-04-21

BBHY

J P MORGAN EXCHANGE TRADED F

New

Shares12.9K

Event2026-03-31

Filed2026-04-21

INVESCO EXCHANGE TRADED FD T

New

Shares3.1K

Event2026-03-31

Filed2026-04-21

VONE

VANGUARD SCOTTSDALE FDS

New

Shares2.0K

Event2026-03-31

Filed2026-04-21

ZDEK

INNOVATOR ETFS TRUST

-64.87%

Shares22.4K

Event2026-03-31

Filed2026-04-21

IJK

ISHARES TR

-0.96%

Shares5.7K

Event2026-03-31

Filed2026-04-21

IEMG

ISHARES INC

9.43%

Shares8.1K

Event2026-03-31

Filed2026-04-21

CSCO

CISCO SYS INC

0.30%

Shares7.3K

Event2026-03-31

Filed2026-04-21

VGSH

VANGUARD SCOTTSDALE FDS

99.41%

Shares9.5K

Event2026-03-31

Filed2026-04-21

AT&T INC

-8.88%

Shares19.2K

Event2026-03-31

Filed2026-04-21

FIRST TR EXCHANGE-TRADED FD

New

Shares16.5K

Event2026-03-31

Filed2026-04-21

VERIZON COMMUNICATIONS INC

-8.81%

Shares10.6K

Event2026-03-31

Filed2026-04-21

RWK

INVESCO EXCH TRADED FD TR II

New

Shares4.1K

Event2026-03-31

Filed2026-04-21

SHW

SHERWIN WILLIAMS CO

-0.43%

Shares1.6K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

New

Shares2.0K

Event2026-03-31

Filed2026-04-21

FLTR

VANECK ETF TRUST

27.99%

Shares20.2K

Event2026-03-31

Filed2026-04-21

MTUM

ISHARES TR

New

Shares2.1K

Event2026-03-31

Filed2026-04-21

IVW

ISHARES TR

1.30%

Shares4.5K

Event2026-03-31

Filed2026-04-21

PYLD

PIMCO ETF TR

New

Shares19.4K

Event2026-03-31

Filed2026-04-21

AFL

AFLAC INC

-2.42%

Shares4.6K

Event2026-03-31

Filed2026-04-21

FTA

FIRST TR EXCHANGE-TRADED ALP

-4.66%

Shares5.4K

Event2026-03-31

Filed2026-04-21

KSS

KOHLS CORP

3.08%

Shares38.1K

Event2026-03-31

Filed2026-04-21

ABBV

ABBVIE INC

-2.12%

Shares2.3K

Event2026-03-31

Filed2026-04-21

DVN

DEVON ENERGY CORP NEW

9.53%

Shares9.7K

Event2026-03-31

Filed2026-04-21

ZECP

ZACKS TRUST

0.00%

Shares14.2K

Event2026-03-31

Filed2026-04-21

CNRG

SPDR SERIES TRUST

-2.11%

Shares5.3K

Event2026-03-31

Filed2026-04-21

LLY

ELI LILLY & CO

3.61%

Shares517

Event2026-03-31

Filed2026-04-21

FYC

FIRST TR EXCHANGE-TRADED ALP

-47.59%

Shares4.9K

Event2026-03-31

Filed2026-04-21

NYF

ISHARES TR

-0.18%

Shares8.8K

Event2026-03-31

Filed2026-04-21

TSM

TAIWAN SEMICONDUCTOR MANUFAC

2.28%

Shares1.4K

Event2026-03-31

Filed2026-04-21

VGT

VANGUARD WORLD FD

4.18%

Shares673

Event2026-03-31

Filed2026-04-21

BITO

PROSHARES TR

28.73%

Shares49.9K

Event2026-03-31

Filed2026-04-21

SCHO

SCHWAB STRATEGIC TR

-1.52%

Shares18.9K

Event2026-03-31

Filed2026-04-21

LQD

ISHARES TR

0.90%

Shares4.0K

Event2026-03-31

Filed2026-04-21

DEERE & CO

1.60%

Shares763

Event2026-03-31

Filed2026-04-21

FEX

FIRST TR EXCHANGE-TRADED ALP

-53.36%

Shares3.5K

Event2026-03-31

Filed2026-04-21

RDVI

FIRST TR EXCHANGE-TRADED FD

3.93%

Shares16.6K

Event2026-03-31

Filed2026-04-21

USFR

WISDOMTREE TR

-0.24%

Shares8.4K

Event2026-03-31

Filed2026-04-21

QUS

SPDR SERIES TRUST

New

Shares2.4K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

-8.91%

Shares1.4K

Event2026-03-31

Filed2026-04-21

HYLS

FIRST TR EXCHANGE-TRADED FD

-6.51%

Shares10.2K

Event2026-03-31

Filed2026-04-21

IJR

ISHARES TR

-0.89%

Shares3.3K

Event2026-03-31

Filed2026-04-21

BNDX

VANGUARD CHARLOTTE FDS

37.97%

Shares8.6K

Event2026-03-31

Filed2026-04-21

VNQ

VANGUARD INDEX FDS

-60.12%

Shares4.6K

Event2026-03-31

Filed2026-04-21

FTEC

FIDELITY COVINGTON TRUST

-2.15%

Shares2.0K

Event2026-03-31

Filed2026-04-21

MICRON TECHNOLOGY INC

-15.64%

Shares1.2K

Event2026-03-31

Filed2026-04-21

PROCTER & GAMBLE CO

-6.37%

Shares2.8K

Event2026-03-31

Filed2026-04-21

VWO

VANGUARD INTL EQUITY INDEX F

11.61%

Shares7.3K

Event2026-03-31

Filed2026-04-21

ATO

ATMOS ENERGY CORP

-1.66%

Shares2.1K

Event2026-03-31

Filed2026-04-21

HOME DEPOT INC

4.63%

Shares1.2K

Event2026-03-31

Filed2026-04-21

JMBS

JANUS DETROIT STR TR

New

Shares8.6K

Event2026-03-31

Filed2026-04-21

MASTERCARD INCORPORATED

0.26%

Shares774

Event2026-03-31

Filed2026-04-21

FPEI

FIRST TR EXCH TRADED FD III

New

Shares20.3K

Event2026-03-31

Filed2026-04-21

MUB

ISHARES TR

5.93%

Shares3.6K

Event2026-03-31

Filed2026-04-21

FTC

FIRST TR EXCHANGE-TRADED ALP

New

Shares2.4K

Event2026-03-31

Filed2026-04-21

JGH

NUVEEN GLOBAL HIGH INCOME FD

33.60%

Shares30.2K

Event2026-03-31

Filed2026-04-21

APH

AMPHENOL CORP

3.94%

Shares2.9K

Event2026-03-31

Filed2026-04-21

CTVA

CORTEVA INC

-0.49%

Shares4.3K

Event2026-03-31

Filed2026-04-21

UEC

URANIUM ENERGY CORP

-14.50%

Shares26.1K

Event2026-03-31

Filed2026-04-21

WTBA

WEST BANCORPORATION INC

41.97%

Shares14.7K

Event2026-03-31

Filed2026-04-21

ETFS GOLD TR

2.96%

Shares7.7K

Event2026-03-31

Filed2026-04-21

CWB

SPDR SERIES TRUST

New

Shares3.7K

Event2026-03-31

Filed2026-04-21

FFEB

FIRST TR EXCHNG TRADED FD VI

13.94%

Shares6.0K

Event2026-03-31

Filed2026-04-21

ALPS ETF TR

-7.00%

Shares6.4K

Event2026-03-31

Filed2026-04-21

VTIP

VANGUARD MALVERN FDS

-65.45%

Shares6.7K

Event2026-03-31

Filed2026-04-21

IUSB

ISHARES TR

0.46%

Shares7.1K

Event2026-03-31

Filed2026-04-21

AMAT

APPLIED MATLS INC

1.95%

Shares942

Event2026-03-31

Filed2026-04-21

SHYG

ISHARES TR

31.84%

Shares7.5K

Event2026-03-31

Filed2026-04-21

APA CORPORATION

New

Shares7.4K

Event2026-03-31

Filed2026-04-21

PEP

PEPSICO INC

0.40%

Shares2.0K

Event2026-03-31

Filed2026-04-21

INTC

INTEL CORP

-30.92%

Shares6.9K

Event2026-03-31

Filed2026-04-21

VTEB

VANGUARD MUN BD FDS

2.61%

Shares6.1K

Event2026-03-31

Filed2026-04-21

BCI

ABRDN ETFS

New

Shares12.3K

Event2026-03-31

Filed2026-04-21

VBR

VANGUARD INDEX FDS

16.65%

Shares1.4K

Event2026-03-31

Filed2026-04-21

FIRST TR EXCHANGE TRADED FD

-0.14%

Shares4.9K

Event2026-03-31

Filed2026-04-21

IDMO

INVESCO EXCH TRADED FD TR II

New

Shares5.4K

Event2026-03-31

Filed2026-04-21

SILJ

AMPLIFY ETF TR

New

Shares9.9K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

New

Shares975

Event2026-03-31

Filed2026-04-21

MERCK & CO INC

-36.34%

Shares2.4K

Event2026-03-31

Filed2026-04-21

PSX

PHILLIPS 66

-3.61%

Shares1.6K

Event2026-03-31

Filed2026-04-21

COCA COLA CO

-0.05%

Shares3.7K

Event2026-03-31

Filed2026-04-21

QCOM

QUALCOMM INC

-3.36%

Shares2.2K

Event2026-03-31

Filed2026-04-21

PHILIP MORRIS INTL INC

0.89%

Shares1.7K

Event2026-03-31

Filed2026-04-21

EQIX

EQUINIX INC

New

Shares286

Event2026-03-31

Filed2026-04-21

ADBE

ADOBE INC

65.15%

Shares1.1K

Event2026-03-31

Filed2026-04-21

SPIP

SPDR SERIES TRUST

New

Shares10.5K

Event2026-03-31

Filed2026-04-21

SMH

VANECK ETF TRUST

-2.60%

Shares711

Event2026-03-31

Filed2026-04-21

COP

CONOCOPHILLIPS

New

Shares2.0K

Event2026-03-31

Filed2026-04-21

AVUS

AMERICAN CENTY ETF TR

-0.29%

Shares2.4K

Event2026-03-31

Filed2026-04-21

MCD

MCDONALDS CORP

-1.98%

Shares842

Event2026-03-31

Filed2026-04-21

ENB

ENBRIDGE INC

-5.91%

Shares4.8K

Event2026-03-31

Filed2026-04-21

ONON

ON HLDG AG

New

Shares7.6K

Event2026-03-31

Filed2026-04-21

VRT

VERTIV HOLDINGS CO

New

Shares1.0K

Event2026-03-31

Filed2026-04-21

SHEL

SHELL PLC

New

Shares2.8K

Event2026-03-31

Filed2026-04-21

IBIT

ISHARES BITCOIN TRUST ETF

New

Shares6.5K

Event2026-03-31

Filed2026-04-21

TER

TERADYNE INC

New

Shares834

Event2026-03-31

Filed2026-04-21

FTRI

FIRST TR EXCHANGE-TRADED FD

3.16%

Shares13.7K

Event2026-03-31

Filed2026-04-21

BWXT

BWX TECHNOLOGIES INC

New

Shares1.2K

Event2026-03-31

Filed2026-04-21

XYZ

BLOCK INC

12.11%

Shares4.1K

Event2026-03-31

Filed2026-04-21

ABT

ABBOTT LABORATORIES

-4.42%

Shares2.4K

Event2026-03-31

Filed2026-04-21

WEC ENERGY GROUP INC

-21.76%

Shares2.1K

Event2026-03-31

Filed2026-04-21

BABA

ALIBABA GROUP HLDG LTD

-13.51%

Shares1.9K

Event2026-03-31

Filed2026-04-21

RTX

RTX CORPORATION

8.69%

Shares1.3K

Event2026-03-31

Filed2026-04-21

SYK

STRYKER CORPORATION

-0.81%

Shares734

Event2026-03-31

Filed2026-04-21

ACWV

ISHARES INC

8.70%

Shares2.0K

Event2026-03-31

Filed2026-04-21

SIVR

ABRDN SILVER ETF TRUST

New

Shares3.4K

Event2026-03-31

Filed2026-04-21

VANGUARD INTL EQUITY INDEX F

6.08%

Shares1.7K

Event2026-03-31

Filed2026-04-21

SEIV

SEI EXCHANGE TRADED FUNDS

5.04%

Shares5.7K

Event2026-03-31

Filed2026-04-21

RIVN

RIVIAN AUTOMOTIVE INC

10.77%

Shares15.7K

Event2026-03-31

Filed2026-04-21

VAW

VANGUARD WORLD FD

-6.03%

Shares1.0K

Event2026-03-31

Filed2026-04-21

FCX

FREEPORT MCMORAN INC

New

Shares4.0K

Event2026-03-31

Filed2026-04-21

SNA

SNAP ON INC

-0.31%

Shares644

Event2026-03-31

Filed2026-04-21

UBER

UBER TECHNOLOGIES INC

10.95%

Shares3.2K

Event2026-03-31

Filed2026-04-21

SCHX

SCHWAB STRATEGIC TR

15.41%

Shares9.0K

Event2026-03-31

Filed2026-04-21

BGS

B & G FOODS INC

35.41%

Shares48.1K

Event2026-03-31

Filed2026-04-21

TMUS

T-MOBILE US INC

-19.47%

Shares1.1K

Event2026-03-31

Filed2026-04-21

WFC

WELLS FARGO & CO

1.19%

Shares2.9K

Event2026-03-31

Filed2026-04-21

SPYI

NEOS ETF TRUST

New

Shares4.7K

Event2026-03-31

Filed2026-04-21

ASML

ASML HLDG NV

New

Shares173

Event2026-03-31

Filed2026-04-21

GRNT

GRANITE RIDGE RESOURCES INC

32.31%

Shares38.9K

Event2026-03-31

Filed2026-04-21

GENERAL MTRS CO

New

Shares3.1K

Event2026-03-31

Filed2026-04-21

RSG

REPUBLIC SVCS INC

1.09%

Shares1.0K

Event2026-03-31

Filed2026-04-21

TRANE TECHNOLOGIES PLC

0.37%

Shares537

Event2026-03-31

Filed2026-04-21

TXN

TEXAS INSTRS INC

New

Shares1.2K

Event2026-03-31

Filed2026-04-21

SCHP

SCHWAB STRATEGIC TR

New

Shares8.4K

Event2026-03-31

Filed2026-04-21

QUIZ

ZACKS TRUST

0.00%

Shares8.2K

Event2026-03-31

Filed2026-04-21

SPGI

S&P GLOBAL INC

-11.59%

Shares511

Event2026-03-31

Filed2026-04-21

GPN

GLOBAL PMTS INC

-5.94%

Shares3.2K

Event2026-03-31

Filed2026-04-21

MEAR

ISHARES U S ETF TR

0.43%

Shares4.2K

Event2026-03-31

Filed2026-04-21

MDLZ

MONDELEZ INTL INC

-0.97%

Shares3.7K

Event2026-03-31

Filed2026-04-21

TDIV

FIRST TR EXCHANGE TRADED FD

2.90%

Shares2.3K

Event2026-03-31

Filed2026-04-21

MBB

ISHARES TR

New

Shares2.2K

Event2026-03-31

Filed2026-04-21

MARVELL TECHNOLOGY INC

New

Shares2.1K

Event2026-03-31

Filed2026-04-21

NOW

SERVICENOW INC

New

Shares2.0K

Event2026-03-31

Filed2026-04-21

FNX

FIRST TR EXCHANGE-TRADED ALP

-57.96%

Shares1.6K

Event2026-03-31

Filed2026-04-21

FDL

FIRST TR EXCHANGE-TRADED FD

New

Shares4.0K

Event2026-03-31

Filed2026-04-21

WSO

WATSCO INC

New

Shares553

Event2026-03-31

Filed2026-04-21

FIIG

FIRST TR EXCHANGE-TRADED FD

-10.18%

Shares9.7K

Event2026-03-31

Filed2026-04-21

GENERAL DYNAMICS CORP

-7.61%

Shares583

Event2026-03-31

Filed2026-04-21

CTRA

COTERRA ENERGY INC

New

Shares5.7K

Event2026-03-31

Filed2026-04-21

PFFD

GLOBAL X FDS

New

Shares10.6K

Event2026-03-31

Filed2026-04-21

JRS

NUVEEN REAL ESTATE INCOME FD

3.31%

Shares22.3K

Event2026-03-31

Filed2026-04-21

MSIF

MSC INCOME FUND INC

New

Shares11.5K

Event2026-03-31

Filed2026-04-21

YMAX

TIDAL TRUST II

15.07%

Shares16.5K

Event2026-03-31

Filed2026-04-21

SAN

BANCO SANTANDER SA

New

Shares11.3K

Event2026-03-31

Filed2026-04-21

FORD MTR CO

3.56%

Shares10.6K

Event2026-03-31

Filed2026-04-21

FSCO

FS CREDIT OPPORTUNITIES CORP

-53.36%

Shares23.6K

Event2026-03-31

Filed2026-04-21

DNP

DNP SELECT INCOME FD INC

0.00%

Shares11.4K

Event2026-03-31

Filed2026-04-21

BTG

B2GOLD CORP

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-21

VUZI

VUZIX CORP

New

Shares13.4K

Event2026-03-31

Filed2026-04-21

NAK

NORTHERN DYNASTY MINERALS LT

-0.32%

Shares15.6K

Event2026-03-31

Filed2026-04-21

AKBA

AKEBIA THREAPEUTICS INC

0.00%

Shares13.0K

Event2026-03-31

Filed2026-04-21

Call Option Holdings

V Call CallVISA INC200 sharesnew addition2026-03-312026-04-21

AMZN Call CallAMAZON COM INC100 sharesnew addition2026-03-312026-04-21

RTX Call CallRTX CORPORATION100 sharesnew addition2026-03-312026-04-21

UEC Call CallURANIUM ENERGY CORP300 sharesnew addition2026-03-312026-04-21

BTG Call CallB2GOLD CORP600 sharesnew addition2026-03-312026-04-21

V Call

VISA INC

New

Shares200

Event2026-03-31

Filed2026-04-21

AMZN Call

AMAZON COM INC

New

Shares100

Event2026-03-31

Filed2026-04-21

RTX Call

RTX CORPORATION

New

Shares100

Event2026-03-31

Filed2026-04-21

UEC Call

URANIUM ENERGY CORP

New

Shares300

Event2026-03-31

Filed2026-04-21

BTG Call

B2GOLD CORP

New

Shares600

Event2026-03-31

Filed2026-04-21

Put Option Holdings

No put option holdings data available