Sponsored

The Analysis of Insight Wealth Strategies, LLC's Holdings & P&L

Currently, Insight Wealth Strategies, LLC holds 177 types of securities in its portfolio with a total value $895.7M. In the most recent quarter, they have increased their positions in VPLS (+343.1K shares, valued at $26.6M), VLUE (+153.4K shares, valued at $21.8M), PGHY (+831.8K shares, valued at $16.1M); decreased their positions in TLT (-291.9K shares, valued at $25.3M), VYM (-87.6K shares, valued at $13.0M), PFF (-349.8K shares, valued at $10.6M); initiated new positions in VPLS (+343.1K shares, valued at $26.6M), PGHY (+831.8K shares, valued at $16.1M), STIP (+118.5K shares, valued at $12.3M).

1M P&L

+38.0M+4.04%

3M P&L

+64.2M+7.01%

HY P&L

+127.9M+15.01%

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/A550.6M

66.7%

2Oil & Gas Integrated39.3M

4.8%

3Software - Infrastructure27.4M

3.3%

Top Industries by Stock Count

1N/A94 stocks

58.8%

2Software - Infrastructure5 stocks

3.1%

3Semiconductors3 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CVX CHEVRON CORPORATION175.2K shares-20.30%2026-03-312026-04-10

GSIE GOLDMAN SACHS ETF TR652.5K shares0.41%2026-03-312026-04-10

DYNF BLACKROCK ETF TRUST474.8K shares5.00%2026-03-312026-04-10

LQD ISHARES TR251.2K shares-9.20%2026-03-312026-04-10

VCLT VANGUARD SCOTTSDALE FDS361.7K shares-9.28%2026-03-312026-04-10

VPLS VANGUARD MALVERN FDS343.1K sharesnew addition2026-03-312026-04-10

LVHI LEGG MASON ETF INVT626.0K shares5.19%2026-03-312026-04-10

IGLB ISHARES TR496.0K shares4.10%2026-03-312026-04-10

Sponsored

VLUE ISHARES TR154.9K shares10350.13%2026-03-312026-04-10

SPMO INVESCO EXCH TRADED FD TR II188.0K shares-15.90%2026-03-312026-04-10

JMBS JANUS DETROIT STR TR453.4K shares29.22%2026-03-312026-04-10

IDMO INVESCO EXCH TRADED FD TR II368.5K shares15.33%2026-03-312026-04-10

PGHY INVESCO EXCH TRADED FD TR II831.8K sharesnew addition2026-03-312026-04-10

LAM RESEARCH CORP LAM RESEARCH CORP69.2K shares-18.84%2026-03-312026-04-10

CDX SIMPLIFY EXCHANGE TRADED FUN680.1K shares5.08%2026-03-312026-04-10

TUA SIMPLIFY EXCHANGE TRADED FUN666.2K shares4.03%2026-03-312026-04-10

Sponsored

TFLR T ROWE PRICE ETF INC275.8K shares-42.97%2026-03-312026-04-10

QUAL ISHARES TR71.7K shares-24.67%2026-03-312026-04-10

AVUV AMERICAN CENTY ETF TR124.4K shares-0.31%2026-03-312026-04-10

XMMO INVESCO EXCHANGE TRADED FD T92.1K shares1.12%2026-03-312026-04-10

IEMG ISHARES INC185.6K shares61.39%2026-03-312026-04-10

XLV SELECT SECTOR SPDR TR85.6K shares1.88%2026-03-312026-04-10

STIP ISHARES TR118.5K sharesnew addition2026-03-312026-04-10

BKGI BNY MELLON ETF TRUST264.8K shares0.54%2026-03-312026-04-10

Sponsored

AAPL APPLE INC45.6K shares0.06%2026-03-312026-04-10

IHE ISHARES TR118.7K sharesnew addition2026-03-312026-04-10

HEZU ISHARES TR234.5K shares28.65%2026-03-312026-04-10

SAMT ADVISORS INNER CIRCLE FD III248.8K shares0.98%2026-03-312026-04-10

XLK SELECT SECTOR SPDR TR72.8K shares21.72%2026-03-312026-04-10

CENX CENTURY ALUM CO146.0K shares-5.22%2026-03-312026-04-10

EMLC VANECK ETF TRUST333.7K shares-47.63%2026-03-312026-04-10

JBBB JANUS DETROIT STR TR173.3K sharesnew addition2026-03-312026-04-10

Sponsored

DOCN DIGITALOCEAN HLDGS INC93.0K shares-2.87%2026-03-312026-04-10

KLAC KLA CORP5.2K shares-6.31%2026-03-312026-04-10

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL19.5K shares-23.30%2026-03-312026-04-10

FIX COMFORT SYS USA INC5.4K shares-3.29%2026-03-312026-04-10

AXP AMERICAN EXPRESS CO23.1K shares3.64%2026-03-312026-04-10

MSFT MICROSOFT CORP18.6K shares15.55%2026-03-312026-04-10

DVN DEVON ENERGY CORP NEW136.4K sharesnew addition2026-03-312026-04-10

PFF ISHARES TR225.3K shares-60.83%2026-03-312026-04-10

Sponsored

BROADCOM INC BROADCOM INC20.0K shares26.00%2026-03-312026-04-10

MERCK & CO INC MERCK & CO INC50.3K shares-16.33%2026-03-312026-04-10

ALPHABET INC ALPHABET INC21.0K shares0.66%2026-03-312026-04-10

MCO MOODYS CORP13.5K shares29.18%2026-03-312026-04-10

AMZN AMAZON COM INC28.2K shares0.84%2026-03-312026-04-10

BKR BAKER HUGHES COMPANY95.9K shares-12.20%2026-03-312026-04-10

CDW CDW CORP47.7K shares55.87%2026-03-312026-04-10

GWW WW GRAINGER INC5.3K shares4.60%2026-03-312026-04-10

Sponsored

WFRD WEATHERFORD INTL PLC60.2K shares-2.38%2026-03-312026-04-10

MSI MOTOROLA SOLUTIONS INC12.9K shares14.78%2026-03-312026-04-10

CENCORA INC CENCORA INC17.7K shares1.14%2026-03-312026-04-10

CEG CONSTELLATION ENERGY CORP19.6K shares24.86%2026-03-312026-04-10

ABT ABBOTT LABORATORIES52.9K shares39.58%2026-03-312026-04-10

BIIB BIOGEN INC29.3K shares1.33%2026-03-312026-04-10

LQDA LIQUIDIA CORPORATION142.4K shares0.41%2026-03-312026-04-10

NVDA NVIDIA CORPORATION30.6K shares3.61%2026-03-312026-04-10

Sponsored

REGN REGENERON PHARMACEUTICALS6.9K shares-8.16%2026-03-312026-04-10

HD HOME DEPOT INC16.0K shares20.61%2026-03-312026-04-10

HII HUNTINGTON INGALLS INDS INC13.2K sharesnew addition2026-03-312026-04-10

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC69.9K shares3.14%2026-03-312026-04-10

MCK MCKESSON CORP5.7K shares-0.45%2026-03-312026-04-10

EXPRO GROUP HOLDINGS NV EXPRO GROUP HOLDINGS NV270.4K shares1.11%2026-03-312026-04-10

COMM VISTANCE NETWORKS INC247.6K shares1.67%2026-03-312026-04-10

FTNT FORTINET INC54.9K shares-2.21%2026-03-312026-04-10

Sponsored

SPY STATE STR SPDR S&P 500 ETF T6.8K shares1.29%2026-03-312026-04-10

HYD VANECK ETF TRUST86.5K shares28.30%2026-03-312026-04-10

LDOS LEIDOS HOLDINGS INC27.6K shares1.40%2026-03-312026-04-10

MBB ISHARES TR44.6K shares7.26%2026-03-312026-04-10

MUB ISHARES TR39.4K shares5.82%2026-03-312026-04-10

FLOT ISHARES TR80.4K shares0.99%2026-03-312026-04-10

VRSK VERISK ANALYTICS INC21.4K shares2.50%2026-03-312026-04-10

KR KROGER CO56.1K shares2.89%2026-03-312026-04-10

Sponsored

XYZ BLOCK INC67.0K shares1.69%2026-03-312026-04-10

PLTR PALANTIR TECHNOLOGIES INC27.5K shares1.39%2026-03-312026-04-10

CNC CENTENE CORP DEL122.1K shares0.48%2026-03-312026-04-10

VTEB VANGUARD MUN BD FDS78.4K shares9.23%2026-03-312026-04-10

IDXX IDEXX LABS INC6.8K shares0.89%2026-03-312026-04-10

AMD ADVANCED MICRO DEVICES INC18.7K shares0.52%2026-03-312026-04-10

QCOM QUALCOMM INC29.5K shares3.60%2026-03-312026-04-10

BLBD BLUE BIRD CORP65.8K shares-0.30%2026-03-312026-04-10

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND18.8K shares3.70%2026-03-312026-04-10

ALPHABET INC ALPHABET INC12.4K shares0.54%2026-03-312026-04-10

ASTH ASTRANA HEALTH INC143.3K shares1.16%2026-03-312026-04-10

JPM JPMORGAN CHASE & CO11.5K shares5.62%2026-03-312026-04-10

CTAS CINTAS CORP19.4K shares0.10%2026-03-312026-04-10

WM WASTE MGMT INC DEL13.6K shares8.39%2026-03-312026-04-10

IEF ISHARES TR32.6K shares3.02%2026-03-312026-04-10

CAH CARDINAL HEALTH INC14.0K shares-13.87%2026-03-312026-04-10

Sponsored

IBKR INTERACTIVE BROKERS GROUP IN43.9K shares1.36%2026-03-312026-04-10

HIG HARTFORD INSURANCE GROUP INC21.5K shares8.48%2026-03-312026-04-10

XOM EXXON MOBIL CORP16.4K shares-6.11%2026-03-312026-04-10

ORI OLD REP INTL CORP69.4K shares11.84%2026-03-312026-04-10

EMB ISHARES TR26.8K shares-3.07%2026-03-312026-04-10

TLT ISHARES TR29.1K shares-90.94%2026-03-312026-04-10

SPDR SERIES TRUST SPDR SERIES TRUST25.9K shares-2.74%2026-03-312026-04-10

WMT WALMART INC19.6K shares2.12%2026-03-312026-04-10

Sponsored

INVESCO QQQ TR INVESCO QQQ TR4.2K shares-1.95%2026-03-312026-04-10

NTSX WISDOMTREE TR37.6K shares2.71%2026-03-312026-04-10

USMV ISHARES TR19.5K shares-84.98%2026-03-312026-04-10

HFGM TIDAL TRUST I51.1K shares38.26%2026-03-312026-04-10

EFA ISHARES TR13.8K shares5.32%2026-03-312026-04-10

FMB FIRST TR EXCH TRADED FD III26.1K shares5.43%2026-03-312026-04-10

FLBL FRANKLIN TEMPLETON ETF TR55.8K shares-0.52%2026-03-312026-04-10

MTUM ISHARES TR5.0K shares-12.19%2026-03-312026-04-10

Sponsored

MOOD EA SERIES TRUST27.5K sharesnew addition2026-03-312026-04-10

CAIE CALAMOS ETF TR43.6K shares38.47%2026-03-312026-04-10

IVV ISHARES TR1.7K shares-3.40%2026-03-312026-04-10

FBND FIDELITY MERRIMACK STR TR23.5K shares9.60%2026-03-312026-04-10

CWB SPDR SERIES TRUST11.5K shares0.17%2026-03-312026-04-10

TSLA TESLA INC2.8K shares2.32%2026-03-312026-04-10

PAAA PGIM ETF TR18.8K shares-0.12%2026-03-312026-04-10

TJX TJX COS INC NEW5.7K shares1.38%2026-03-312026-04-10

Sponsored

GLTR ABRDN PRECIOUS METALS BASKET3.9K shares11.53%2026-03-312026-04-10

DGRO ISHARES TR11.9K shares-0.43%2026-03-312026-04-10

PSMD PACER FDS TR25.8K shares27.27%2026-03-312026-04-10

IUSG ISHARES TR4.9K shares-14.99%2026-03-312026-04-10

HYMB SPDR SERIES TRUST29.6K shares0.35%2026-03-312026-04-10

VANGUARD INDEX FDS VANGUARD INDEX FDS1.1K shares0.71%2026-03-312026-04-10

META META PLATFORMS INC1.2K shares-13.54%2026-03-312026-04-10

V VISA INC2.1K shares3.11%2026-03-312026-04-10

Sponsored

TRGP TARGA RES CORP2.5K shares0.44%2026-03-312026-04-10

CTA SIMPLIFY EXCHANGE TRADED FUN19.7K shares-48.60%2026-03-312026-04-10

NFLX NETFLIX INC.6.1K shares8.41%2026-03-312026-04-10

IJR ISHARES TR4.7K shares-13.96%2026-03-312026-04-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.2K shares2.98%2026-03-312026-04-10

IVVW ISHARES TR12.7K shares-36.79%2026-03-312026-04-10

IWF ISHARES TR1.2K shares6.57%2026-03-312026-04-10

VIG VANGUARD SPECIALIZED FUNDS2.4K shares-3.28%2026-03-312026-04-10

Sponsored

VIGI VANGUARD WHITEHALL FDS5.6K shares-20.36%2026-03-312026-04-10

GPIX GOLDMAN SACHS ETF TR9.6K sharesnew addition2026-03-312026-04-10

DVY ISHARES TR3.2K shares0.67%2026-03-312026-04-10

IVW ISHARES TR4.1K shares0.07%2026-03-312026-04-10

VYM VANGUARD WHITEHALL FDS3.0K shares-96.65%2026-03-312026-04-10

IAGG ISHARES TR8.7K shares8.65%2026-03-312026-04-10

EUHY ISHARES INC7.7K shares10.87%2026-03-312026-04-10

PICB INVESCO EXCH TRADED FD TR II16.9K shares11.01%2026-03-312026-04-10

Sponsored

EFAV ISHARES TR4.1K shares-28.25%2026-03-312026-04-10

WEC ENERGY GROUP INC WEC ENERGY GROUP INC3.2K shares-14.56%2026-03-312026-04-10

LCTU BLACKROCK ETF TRUST5.1K shares0.85%2026-03-312026-04-10

SMH VANECK ETF TRUST935 shares0.00%2026-03-312026-04-10

GE AEROSPACE GE AEROSPACE1.2K shares2.89%2026-03-312026-04-10

IESC IES HOLDINGS INC739 shares0.00%2026-03-312026-04-10

IPKW INVESCO EXCH TRADED FD TR II6.2K shares13.36%2026-03-312026-04-10

EFV ISHARES TR4.5K sharesnew addition2026-03-312026-04-10

Sponsored

IWM ISHARES TR1.3K shares-12.94%2026-03-312026-04-10

VEA VANGUARD TAX-MANAGED FDS5.2K shares13.28%2026-03-312026-04-10

GLD SPDR GOLD TR764 shares0.00%2026-03-312026-04-10

PEP PEPSICO INC2.1K shares-0.70%2026-03-312026-04-10

FTHI FIRST TR EXCHANGE TRADED FD13.9K shares1.21%2026-03-312026-04-10

FLJP FRANKLIN TEMPLETON ETF TR8.8K shares0.00%2026-03-312026-04-10

DWMF WISDOMTREE TR9.2K shares15.05%2026-03-312026-04-10

JAAA JANUS DETROIT STR TR6.1K shares-10.44%2026-03-312026-04-10

Sponsored

IQLT ISHARES TR6.6K shares-33.44%2026-03-312026-04-10

BAC BANK AMERICA CORP6.3K shares-0.08%2026-03-312026-04-10

MLI MUELLER INDS INC2.5K shares0.20%2026-03-312026-04-10

WISDOMTREE TR WISDOMTREE TR7.2K sharesnew addition2026-03-312026-04-10

KO COCA COLA CO3.6K shares0.08%2026-03-312026-04-10

IEFA ISHARES TR3.0K shares0.00%2026-03-312026-04-10

VMO INVESCO MUN OPPORTUNIT TR28.0K shares1.95%2026-03-312026-04-10

LOW LOWES COS INC1.1K shares-13.11%2026-03-312026-04-10

Sponsored

GEV GE VERNOVA INC290 sharesnew addition2026-03-312026-04-10

VTI VANGUARD INDEX FDS785 shares0.26%2026-03-312026-04-10

OIA INVESCO MUNI INCOME OPP TRST39.0K shares0.63%2026-03-312026-04-10

DSI ISHARES TR2.0K shares0.67%2026-03-312026-04-10

LLY ELI LILLY & CO258 shares6.61%2026-03-312026-04-10

SHEL SHELL PLC2.5K sharesnew addition2026-03-312026-04-10

IWD ISHARES TR1.1K shares0.09%2026-03-312026-04-10

BIO BIO RAD LABS INC839 shares0.00%2026-03-312026-04-10

Sponsored

SCHG SCHWAB STRATEGIC TR7.9K shares0.03%2026-03-312026-04-10

SPYG SPDR SERIES TRUST2.3K shares-20.88%2026-03-312026-04-10

SCHD SCHWAB STRATEGIC TR7.1K sharesnew addition2026-03-312026-04-10

COST COSTCO WHOLESALE CORPORATION212 sharesnew addition2026-03-312026-04-10

ATI ATI INC1.5K sharesnew addition2026-03-312026-04-10

XLF SELECT SECTOR SPDR TR4.3K shares0.47%2026-03-312026-04-10

SLV ISHARES SILVER TR2.9K sharesnew addition2026-03-312026-04-10

NEA NUVEEN AMT FREE QLTY MUN INC13.9K shares1.17%2026-03-312026-04-10

Sponsored

RELL RICHARDSON ELECTRS LTD10.0K shares0.00%2026-03-312026-04-10

CVX

CHEVRON CORPORATION

-20.30%

Shares175.2K

Event2026-03-31

Filed2026-04-10

GSIE

GOLDMAN SACHS ETF TR

0.41%

Shares652.5K

Event2026-03-31

Filed2026-04-10

DYNF

BLACKROCK ETF TRUST

5.00%

Shares474.8K

Event2026-03-31

Filed2026-04-10

LQD

ISHARES TR

-9.20%

Shares251.2K

Event2026-03-31

Filed2026-04-10

VCLT

VANGUARD SCOTTSDALE FDS

-9.28%

Shares361.7K

Event2026-03-31

Filed2026-04-10

VPLS

VANGUARD MALVERN FDS

New

Shares343.1K

Event2026-03-31

Filed2026-04-10

LVHI

LEGG MASON ETF INVT

5.19%

Shares626.0K

Event2026-03-31

Filed2026-04-10

IGLB

ISHARES TR

4.10%

Shares496.0K

Event2026-03-31

Filed2026-04-10

VLUE

ISHARES TR

10350.13%

Shares154.9K

Event2026-03-31

Filed2026-04-10

SPMO

INVESCO EXCH TRADED FD TR II

-15.90%

Shares188.0K

Event2026-03-31

Filed2026-04-10

JMBS

JANUS DETROIT STR TR

29.22%

Shares453.4K

Event2026-03-31

Filed2026-04-10

IDMO

INVESCO EXCH TRADED FD TR II

15.33%

Shares368.5K

Event2026-03-31

Filed2026-04-10

PGHY

INVESCO EXCH TRADED FD TR II

New

Shares831.8K

Event2026-03-31

Filed2026-04-10

LAM RESEARCH CORP

-18.84%

Shares69.2K

Event2026-03-31

Filed2026-04-10

CDX

SIMPLIFY EXCHANGE TRADED FUN

5.08%

Shares680.1K

Event2026-03-31

Filed2026-04-10

TUA

SIMPLIFY EXCHANGE TRADED FUN

4.03%

Shares666.2K

Event2026-03-31

Filed2026-04-10

TFLR

T ROWE PRICE ETF INC

-42.97%

Shares275.8K

Event2026-03-31

Filed2026-04-10

QUAL

ISHARES TR

-24.67%

Shares71.7K

Event2026-03-31

Filed2026-04-10

AVUV

AMERICAN CENTY ETF TR

-0.31%

Shares124.4K

Event2026-03-31

Filed2026-04-10

XMMO

INVESCO EXCHANGE TRADED FD T

1.12%

Shares92.1K

Event2026-03-31

Filed2026-04-10

IEMG

ISHARES INC

61.39%

Shares185.6K

Event2026-03-31

Filed2026-04-10

XLV

SELECT SECTOR SPDR TR

1.88%

Shares85.6K

Event2026-03-31

Filed2026-04-10

STIP

ISHARES TR

New

Shares118.5K

Event2026-03-31

Filed2026-04-10

BKGI

BNY MELLON ETF TRUST

0.54%

Shares264.8K

Event2026-03-31

Filed2026-04-10

AAPL

APPLE INC

0.06%

Shares45.6K

Event2026-03-31

Filed2026-04-10

IHE

ISHARES TR

New

Shares118.7K

Event2026-03-31

Filed2026-04-10

HEZU

ISHARES TR

28.65%

Shares234.5K

Event2026-03-31

Filed2026-04-10

SAMT

ADVISORS INNER CIRCLE FD III

0.98%

Shares248.8K

Event2026-03-31

Filed2026-04-10

XLK

SELECT SECTOR SPDR TR

21.72%

Shares72.8K

Event2026-03-31

Filed2026-04-10

CENX

CENTURY ALUM CO

-5.22%

Shares146.0K

Event2026-03-31

Filed2026-04-10

EMLC

VANECK ETF TRUST

-47.63%

Shares333.7K

Event2026-03-31

Filed2026-04-10

JBBB

JANUS DETROIT STR TR

New

Shares173.3K

Event2026-03-31

Filed2026-04-10

DOCN

DIGITALOCEAN HLDGS INC

-2.87%

Shares93.0K

Event2026-03-31

Filed2026-04-10

KLAC

KLA CORP

-6.31%

Shares5.2K

Event2026-03-31

Filed2026-04-10

SEAGATE TECHNOLOGY HLDNGS PL

-23.30%

Shares19.5K

Event2026-03-31

Filed2026-04-10

FIX

COMFORT SYS USA INC

-3.29%

Shares5.4K

Event2026-03-31

Filed2026-04-10

AXP

AMERICAN EXPRESS CO

3.64%

Shares23.1K

Event2026-03-31

Filed2026-04-10

MSFT

MICROSOFT CORP

15.55%

Shares18.6K

Event2026-03-31

Filed2026-04-10

DVN

DEVON ENERGY CORP NEW

New

Shares136.4K

Event2026-03-31

Filed2026-04-10

PFF

ISHARES TR

-60.83%

Shares225.3K

Event2026-03-31

Filed2026-04-10

BROADCOM INC

26.00%

Shares20.0K

Event2026-03-31

Filed2026-04-10

MERCK & CO INC

-16.33%

Shares50.3K

Event2026-03-31

Filed2026-04-10

ALPHABET INC

0.66%

Shares21.0K

Event2026-03-31

Filed2026-04-10

MCO

MOODYS CORP

29.18%

Shares13.5K

Event2026-03-31

Filed2026-04-10

AMZN

AMAZON COM INC

0.84%

Shares28.2K

Event2026-03-31

Filed2026-04-10

BKR

BAKER HUGHES COMPANY

-12.20%

Shares95.9K

Event2026-03-31

Filed2026-04-10

CDW

CDW CORP

55.87%

Shares47.7K

Event2026-03-31

Filed2026-04-10

GWW

WW GRAINGER INC

4.60%

Shares5.3K

Event2026-03-31

Filed2026-04-10

WFRD

WEATHERFORD INTL PLC

-2.38%

Shares60.2K

Event2026-03-31

Filed2026-04-10

MSI

MOTOROLA SOLUTIONS INC

14.78%

Shares12.9K

Event2026-03-31

Filed2026-04-10

CENCORA INC

1.14%

Shares17.7K

Event2026-03-31

Filed2026-04-10

CEG

CONSTELLATION ENERGY CORP

24.86%

Shares19.6K

Event2026-03-31

Filed2026-04-10

ABT

ABBOTT LABORATORIES

39.58%

Shares52.9K

Event2026-03-31

Filed2026-04-10

BIIB

BIOGEN INC

1.33%

Shares29.3K

Event2026-03-31

Filed2026-04-10

LQDA

LIQUIDIA CORPORATION

0.41%

Shares142.4K

Event2026-03-31

Filed2026-04-10

NVDA

NVIDIA CORPORATION

3.61%

Shares30.6K

Event2026-03-31

Filed2026-04-10

REGN

REGENERON PHARMACEUTICALS

-8.16%

Shares6.9K

Event2026-03-31

Filed2026-04-10

HOME DEPOT INC

20.61%

Shares16.0K

Event2026-03-31

Filed2026-04-10

HII

HUNTINGTON INGALLS INDS INC

New

Shares13.2K

Event2026-03-31

Filed2026-04-10

STANLEY BLACK & DECKER INC

3.14%

Shares69.9K

Event2026-03-31

Filed2026-04-10

MCK

MCKESSON CORP

-0.45%

Shares5.7K

Event2026-03-31

Filed2026-04-10

EXPRO GROUP HOLDINGS NV

1.11%

Shares270.4K

Event2026-03-31

Filed2026-04-10

COMM

VISTANCE NETWORKS INC

1.67%

Shares247.6K

Event2026-03-31

Filed2026-04-10

FTNT

FORTINET INC

-2.21%

Shares54.9K

Event2026-03-31

Filed2026-04-10

SPY

STATE STR SPDR S&P 500 ETF T

1.29%

Shares6.8K

Event2026-03-31

Filed2026-04-10

HYD

VANECK ETF TRUST

28.30%

Shares86.5K

Event2026-03-31

Filed2026-04-10

LDOS

LEIDOS HOLDINGS INC

1.40%

Shares27.6K

Event2026-03-31

Filed2026-04-10

MBB

ISHARES TR

7.26%

Shares44.6K

Event2026-03-31

Filed2026-04-10

MUB

ISHARES TR

5.82%

Shares39.4K

Event2026-03-31

Filed2026-04-10

FLOT

ISHARES TR

0.99%

Shares80.4K

Event2026-03-31

Filed2026-04-10

VRSK

VERISK ANALYTICS INC

2.50%

Shares21.4K

Event2026-03-31

Filed2026-04-10

KROGER CO

2.89%

Shares56.1K

Event2026-03-31

Filed2026-04-10

XYZ

BLOCK INC

1.69%

Shares67.0K

Event2026-03-31

Filed2026-04-10

PLTR

PALANTIR TECHNOLOGIES INC

1.39%

Shares27.5K

Event2026-03-31

Filed2026-04-10

CNC

CENTENE CORP DEL

0.48%

Shares122.1K

Event2026-03-31

Filed2026-04-10

VTEB

VANGUARD MUN BD FDS

9.23%

Shares78.4K

Event2026-03-31

Filed2026-04-10

IDXX

IDEXX LABS INC

0.89%

Shares6.8K

Event2026-03-31

Filed2026-04-10

AMD

ADVANCED MICRO DEVICES INC

0.52%

Shares18.7K

Event2026-03-31

Filed2026-04-10

QCOM

QUALCOMM INC

3.60%

Shares29.5K

Event2026-03-31

Filed2026-04-10

BLBD

BLUE BIRD CORP

-0.30%

Shares65.8K

Event2026-03-31

Filed2026-04-10

ACCENTURE PLC IRELAND

3.70%

Shares18.8K

Event2026-03-31

Filed2026-04-10

ALPHABET INC

0.54%

Shares12.4K

Event2026-03-31

Filed2026-04-10

ASTH

ASTRANA HEALTH INC

1.16%

Shares143.3K

Event2026-03-31

Filed2026-04-10

JPM

JPMORGAN CHASE & CO

5.62%

Shares11.5K

Event2026-03-31

Filed2026-04-10

CTAS

CINTAS CORP

0.10%

Shares19.4K

Event2026-03-31

Filed2026-04-10

WASTE MGMT INC DEL

8.39%

Shares13.6K

Event2026-03-31

Filed2026-04-10

IEF

ISHARES TR

3.02%

Shares32.6K

Event2026-03-31

Filed2026-04-10

CAH

CARDINAL HEALTH INC

-13.87%

Shares14.0K

Event2026-03-31

Filed2026-04-10

IBKR

INTERACTIVE BROKERS GROUP IN

1.36%

Shares43.9K

Event2026-03-31

Filed2026-04-10

HIG

HARTFORD INSURANCE GROUP INC

8.48%

Shares21.5K

Event2026-03-31

Filed2026-04-10

XOM

EXXON MOBIL CORP

-6.11%

Shares16.4K

Event2026-03-31

Filed2026-04-10

ORI

OLD REP INTL CORP

11.84%

Shares69.4K

Event2026-03-31

Filed2026-04-10

EMB

ISHARES TR

-3.07%

Shares26.8K

Event2026-03-31

Filed2026-04-10

TLT

ISHARES TR

-90.94%

Shares29.1K

Event2026-03-31

Filed2026-04-10

SPDR SERIES TRUST

-2.74%

Shares25.9K

Event2026-03-31

Filed2026-04-10

WMT

WALMART INC

2.12%

Shares19.6K

Event2026-03-31

Filed2026-04-10

INVESCO QQQ TR

-1.95%

Shares4.2K

Event2026-03-31

Filed2026-04-10

NTSX

WISDOMTREE TR

2.71%

Shares37.6K

Event2026-03-31

Filed2026-04-10

USMV

ISHARES TR

-84.98%

Shares19.5K

Event2026-03-31

Filed2026-04-10

HFGM

TIDAL TRUST I

38.26%

Shares51.1K

Event2026-03-31

Filed2026-04-10

EFA

ISHARES TR

5.32%

Shares13.8K

Event2026-03-31

Filed2026-04-10

FMB

FIRST TR EXCH TRADED FD III

5.43%

Shares26.1K

Event2026-03-31

Filed2026-04-10

FLBL

FRANKLIN TEMPLETON ETF TR

-0.52%

Shares55.8K

Event2026-03-31

Filed2026-04-10

MTUM

ISHARES TR

-12.19%

Shares5.0K

Event2026-03-31

Filed2026-04-10

MOOD

EA SERIES TRUST

New

Shares27.5K

Event2026-03-31

Filed2026-04-10

CAIE

CALAMOS ETF TR

38.47%

Shares43.6K

Event2026-03-31

Filed2026-04-10

IVV

ISHARES TR

-3.40%

Shares1.7K

Event2026-03-31

Filed2026-04-10

FBND

FIDELITY MERRIMACK STR TR

9.60%

Shares23.5K

Event2026-03-31

Filed2026-04-10

CWB

SPDR SERIES TRUST

0.17%

Shares11.5K

Event2026-03-31

Filed2026-04-10

TSLA

TESLA INC

2.32%

Shares2.8K

Event2026-03-31

Filed2026-04-10

PAAA

PGIM ETF TR

-0.12%

Shares18.8K

Event2026-03-31

Filed2026-04-10

TJX

TJX COS INC NEW

1.38%

Shares5.7K

Event2026-03-31

Filed2026-04-10

GLTR

ABRDN PRECIOUS METALS BASKET

11.53%

Shares3.9K

Event2026-03-31

Filed2026-04-10

DGRO

ISHARES TR

-0.43%

Shares11.9K

Event2026-03-31

Filed2026-04-10

PSMD

PACER FDS TR

27.27%

Shares25.8K

Event2026-03-31

Filed2026-04-10

IUSG

ISHARES TR

-14.99%

Shares4.9K

Event2026-03-31

Filed2026-04-10

HYMB

SPDR SERIES TRUST

0.35%

Shares29.6K

Event2026-03-31

Filed2026-04-10

VANGUARD INDEX FDS

0.71%

Shares1.1K

Event2026-03-31

Filed2026-04-10