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The Analysis of Institute for Wealth Management, LLC.'s Holdings & P&L

Currently, Institute for Wealth Management, LLC. holds 540 types of securities in its portfolio with a total value $931.3M. In the most recent quarter, they have increased their positions in N/A (+13.3K shares, valued at $7.7M), DIA (+6.7K shares, valued at $3.1M), IMMX (+337.6K shares, valued at $3.1M); decreased their positions in SPY (-3.5K shares, valued at $2.3M), NVDA (-11.9K shares, valued at $2.1M), CIBR (-21.9K shares, valued at $1.4M); initiated new positions in IMMX (+337.6K shares, valued at $3.1M), APP (+3.4K shares, valued at $1.3M), WDAY (+6.8K shares, valued at $881.6K).

1M P&L

+47.4M+5.17%

3M P&L

+21.6M+2.29%

HY P&L

+66.6M+7.42%

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/A266.1M

31.4%

2Semiconductors156.8M

18.5%

3Software - Infrastructure40.3M

4.8%

Top Industries by Stock Count

1N/A203 stocks

40.6%

2Software - Application15 stocks

3.0%

3Software - Infrastructure13 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION741.3K shares-1.57%2026-03-312026-05-14

AAPL APPLE INC119.4K shares-2.56%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR39.9K shares49.85%2026-03-312026-05-14

MSFT MICROSOFT CORP49.0K shares3.12%2026-03-312026-05-14

AMZN AMAZON COM INC86.2K shares2.71%2026-03-312026-05-14

ALPHABET INC ALPHABET INC56.6K shares2.07%2026-03-312026-05-14

LAM RESEARCH CORP LAM RESEARCH CORP72.4K shares-0.43%2026-03-312026-05-14

META META PLATFORMS INC19.8K shares-0.14%2026-03-312026-05-14

Sponsored

TSLA TESLA INC27.9K shares7.47%2026-03-312026-05-14

AXON AXON ENTERPRISE INC20.5K shares0.07%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION8.6K shares-5.72%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC9.6K shares-2.08%2026-03-312026-05-14

VTWG VANGUARD SCOTTSDALE FDS33.6K shares0.24%2026-03-312026-05-14

VTWV VANGUARD SCOTTSDALE FDS43.4K shares-0.30%2026-03-312026-05-14

BROADCOM INC BROADCOM INC22.7K shares-0.24%2026-03-312026-05-14

XLI SELECT SECTOR SPDR TR42.1K shares1.97%2026-03-312026-05-14

Sponsored

XMMO INVESCO EXCHANGE TRADED FD T46.5K shares-0.92%2026-03-312026-05-14

SBUX STARBUCKS CORP75.0K shares-0.05%2026-03-312026-05-14

SCHG SCHWAB STRATEGIC TR227.2K shares-1.17%2026-03-312026-05-14

AMAT APPLIED MATLS INC19.0K shares-1.45%2026-03-312026-05-14

VUG VANGUARD INDEX FDS14.9K shares21.73%2026-03-312026-05-14

XLF SELECT SECTOR SPDR TR126.0K shares16.80%2026-03-312026-05-14

CAIE CALAMOS ETF TR241.4K shares36.11%2026-03-312026-05-14

VBK VANGUARD INDEX FDS19.9K shares20.23%2026-03-312026-05-14

Sponsored

URI UNITED RENTALS INC8.2K shares-0.37%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC28.3K shares-1.46%2026-03-312026-05-14

TXN TEXAS INSTRS INC29.5K shares-0.02%2026-03-312026-05-14

XLK SELECT SECTOR SPDR TR43.0K shares0.60%2026-03-312026-05-14

LLY ELI LILLY & CO5.8K shares0.30%2026-03-312026-05-14

VGSH VANGUARD SCOTTSDALE FDS89.8K shares23.00%2026-03-312026-05-14

PDP INVESCO EXCHANGE TRADED FD T42.8K shares-0.69%2026-03-312026-05-14

VBR VANGUARD INDEX FDS23.7K shares1.92%2026-03-312026-05-14

Sponsored

MA MASTERCARD INCORPORATED9.5K shares-0.24%2026-03-312026-05-14

ALPHABET INC ALPHABET INC16.3K shares1.67%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL9.7K shares-1.00%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO15.7K shares0.02%2026-03-312026-05-14

FTNT FORTINET INC54.4K shares-0.51%2026-03-312026-05-14

DIS DISNEY WALT CO45.9K shares1.96%2026-03-312026-05-14

VOE VANGUARD INDEX FDS23.8K shares-0.13%2026-03-312026-05-14

NFLX NETFLIX INC.44.5K shares7.51%2026-03-312026-05-14

Sponsored

ADBE ADOBE INC17.5K shares3.68%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T6.5K shares-35.04%2026-03-312026-05-14

AMGN AMGEN INC11.7K shares0.12%2026-03-312026-05-14

ABBV ABBVIE INC18.5K shares-0.73%2026-03-312026-05-14

BA BOEING CO20.1K shares-3.75%2026-03-312026-05-14

V VISA INC13.2K shares0.26%2026-03-312026-05-14

FDX FEDEX CORP11.0K shares0.00%2026-03-312026-05-14

IWM ISHARES TR15.5K shares17.10%2026-03-312026-05-14

Sponsored

BAC BANK AMERICA CORP78.5K shares1.19%2026-03-312026-05-14

PWB INVESCO EXCHANGE TRADED FD T29.8K shares-1.07%2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F67.7K shares12.50%2026-03-312026-05-14

DIA STATE STR SPDR DOW JONES IND7.9K shares565.06%2026-03-312026-05-14

HIG HARTFORD INSURANCE GROUP INC26.2K shares-0.30%2026-03-312026-05-14

VKTX VIKING THERAPEUTICS INC108.7K shares0.73%2026-03-312026-05-14

IWV ISHARES TR9.4K shares0.00%2026-03-312026-05-14

KLAC KLA CORP2.3K shares-2.78%2026-03-312026-05-14

Sponsored

VGT VANGUARD WORLD FD4.8K shares8.64%2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR54.5K shares-0.81%2026-03-312026-05-14

SHV ISHARES TR29.6K shares5.89%2026-03-312026-05-14

IWC ISHARES TR20.0K shares-0.17%2026-03-312026-05-14

CRM SALESFORCE INC16.9K shares74.74%2026-03-312026-05-14

CAT CATERPILLAR INC4.4K shares-1.53%2026-03-312026-05-14

IMMX IMMIX BIOPHARMA INC337.6K sharesnew addition2026-03-312026-05-14

GM GENERAL MTRS CO41.0K shares-1.02%2026-03-312026-05-14

Sponsored

IEV ISHARES TR44.9K shares2.86%2026-03-312026-05-14

EEM ISHARES TR51.8K shares3.04%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE10.3K shares-12.90%2026-03-312026-05-14

AXP AMERICAN EXPRESS CO9.4K shares-1.72%2026-03-312026-05-14

CSX CSX CORP69.4K shares-0.08%2026-03-312026-05-14

BMVP INVESCO EXCHANGE TRADED FD T57.0K shares-0.83%2026-03-312026-05-14

NTES NETEASE COM INC25.4K shares0.00%2026-03-312026-05-14

MPC MARATHON PETE CORP11.6K shares-1.68%2026-03-312026-05-14

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T59.4K shares-0.84%2026-03-312026-05-14

EDV VANGUARD WORLD FD43.5K shares416.35%2026-03-312026-05-14

DELL DELL TECHNOLOGIES INC17.1K shares-0.28%2026-03-312026-05-14

MS MORGAN STANLEY16.7K shares-0.29%2026-03-312026-05-14

DE DEERE & CO4.8K shares-18.02%2026-03-312026-05-14

RTX RTX CORPORATION13.9K shares-0.55%2026-03-312026-05-14

EATON CORP PLC EATON CORP PLC7.3K shares-0.56%2026-03-312026-05-14

CME CME GROUP INC8.7K shares-0.34%2026-03-312026-05-14

Sponsored

JNJ JOHNSON & JOHNSON10.5K shares1.31%2026-03-312026-05-14

XLG INVESCO EXCHANGE TRADED FD T46.3K shares-7.52%2026-03-312026-05-14

CENCORA INC CENCORA INC8.0K shares-3.22%2026-03-312026-05-14

NET CLOUDFLARE INC12.1K shares30.12%2026-03-312026-05-14

ORCL ORACLE CORP16.8K shares1.65%2026-03-312026-05-14

NOW SERVICENOW INC23.6K shares71.36%2026-03-312026-05-14

WMT WALMART INC19.8K shares0.79%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS37.3K shares15.48%2026-03-312026-05-14

Sponsored

MU MICRON TECHNOLOGY INC7.0K shares26.77%2026-03-312026-05-14

VHT VANGUARD WORLD FD8.7K shares13.51%2026-03-312026-05-14

SNOW SNOWFLAKE INC15.6K shares278.00%2026-03-312026-05-14

GLD SPDR GOLD TR5.4K shares46.55%2026-03-312026-05-14

CVX CHEVRON CORPORATION11.2K shares-3.20%2026-03-312026-05-14

VOT VANGUARD INDEX FDS8.8K shares25.87%2026-03-312026-05-14

LOW LOWES COS INC9.4K shares-0.06%2026-03-312026-05-14

VTV VANGUARD INDEX FDS11.2K shares13.58%2026-03-312026-05-14

Sponsored

PANW PALO ALTO NETWORKS INC13.6K shares-0.06%2026-03-312026-05-14

RYLD GLOBAL X FDS145.1K shares-0.19%2026-03-312026-05-14

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares-25.00%2026-03-312026-05-14

KVUE KENVUE INC122.6K shares93.41%2026-03-312026-05-14

WM WASTE MGMT INC DEL9.1K shares0.07%2026-03-312026-05-14

HWM HOWMET AEROSPACE INC8.9K shares-0.74%2026-03-312026-05-14

VONV VANGUARD SCOTTSDALE FDS21.6K shares0.00%2026-03-312026-05-14

BLACKSTONE INC BLACKSTONE INC17.5K shares2.80%2026-03-312026-05-14

Sponsored

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC20.2K shares-7.55%2026-03-312026-05-14

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY25.4K shares-0.25%2026-03-312026-05-14

PFM INVESCO EXCHANGE TRADED FD T38.9K shares-2.60%2026-03-312026-05-14

QYLD GLOBAL X FDS115.2K shares-5.54%2026-03-312026-05-14

AN AUTONATION INC10.1K shares0.00%2026-03-312026-05-14

GEV GE VERNOVA INC2.3K shares-14.52%2026-03-312026-05-14

XHB SPDR SERIES TRUST19.8K shares3.18%2026-03-312026-05-14

LNG CHENIERE ENERGY INC6.9K shares0.00%2026-03-312026-05-14

Sponsored

CITIGROUP INC CITIGROUP INC17.0K shares-1.29%2026-03-312026-05-14

VFH VANGUARD WORLD FD15.7K shares26.69%2026-03-312026-05-14

JOE ST JOE CO29.4K shares-0.05%2026-03-312026-05-14

IVV ISHARES TR2.8K shares6.72%2026-03-312026-05-14

SPHQ INVESCO EXCHANGE TRADED FD T24.6K shares-2.23%2026-03-312026-05-14

VOX VANGUARD WORLD FD10.2K shares18.94%2026-03-312026-05-14

H HYATT HOTELS CORP12.7K shares-0.25%2026-03-312026-05-14

AFRM AFFIRM HLDGS INC39.7K shares408.45%2026-03-312026-05-14

Sponsored

EOG EOG RES INC12.5K shares-1.52%2026-03-312026-05-14

CSD INVESCO EXCHANGE TRADED FD T15.8K shares-0.27%2026-03-312026-05-14

IJR ISHARES TR13.9K shares25.30%2026-03-312026-05-14

VCR VANGUARD WORLD FD4.7K shares21.89%2026-03-312026-05-14

SHOP SHOPIFY INC14.0K shares49.97%2026-03-312026-05-14

QUAL ISHARES TR8.4K shares-15.12%2026-03-312026-05-14

BKNG BOOKING HOLDINGS INC383 shares0.00%2026-03-312026-05-14

PBE INVESCO EXCHANGE TRADED FD T20.3K shares0.00%2026-03-312026-05-14

Sponsored

VTI VANGUARD INDEX FDS5.0K shares4.27%2026-03-312026-05-14

GRNY TIDAL TRUST I66.9K shares4.51%2026-03-312026-05-14

IHI ISHARES TR29.8K shares1.72%2026-03-312026-05-14

VNQ VANGUARD INDEX FDS17.9K shares10.21%2026-03-312026-05-14

QCOM QUALCOMM INC12.2K shares-2.45%2026-03-312026-05-14

PYPL PAYPAL HLDGS INC34.7K shares-4.88%2026-03-312026-05-14

EBAY EBAY INC.17.2K shares-0.79%2026-03-312026-05-14

XYLD GLOBAL X FDS39.8K shares-6.25%2026-03-312026-05-14

Sponsored

HD HOME DEPOT INC4.7K shares-2.12%2026-03-312026-05-14

XSMO INVESCO EXCHANGE TRADED FD T20.3K shares-1.22%2026-03-312026-05-14

JEPI J P MORGAN EXCHANGE TRADED F27.1K shares7.19%2026-03-312026-05-14

EWJ ISHARES INC17.9K shares0.44%2026-03-312026-05-14

MAR MARRIOTT INTL INC NEW4.6K shares-1.07%2026-03-312026-05-14

TRV TRAVELERS COMPANIES INC5.1K shares-0.16%2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP2.5K shares-0.49%2026-03-312026-05-14

JOET VIRTUS ETF TR II36.8K shares-0.24%2026-03-312026-05-14

Sponsored

VONG VANGUARD SCOTTSDALE FDS13.3K shares-0.81%2026-03-312026-05-14

VRTX VERTEX PHARMACEUTICALS INC3.2K shares0.00%2026-03-312026-05-14

PHM PULTE GROUP INC12.2K shares-1.85%2026-03-312026-05-14

VDE VANGUARD WORLD FD8.3K shares13.39%2026-03-312026-05-14

AOR ISHARES TR22.1K shares9.50%2026-03-312026-05-14

CSCO CISCO SYS INC18.0K shares1.55%2026-03-312026-05-14

BBH VANECK ETF TRUST7.4K shares-0.45%2026-03-312026-05-14

IVW ISHARES TR12.3K shares1.57%2026-03-312026-05-14

Sponsored

COP CONOCOPHILLIPS10.5K shares0.00%2026-03-312026-05-14

FVD FIRST TR EXCHANGE-TRADED FD29.1K shares-0.44%2026-03-312026-05-14

XLC SELECT SECTOR SPDR TR12.3K shares11.44%2026-03-312026-05-14

MGK VANGUARD WORLD FD3.7K shares19.64%2026-03-312026-05-14

GLW CORNING INC9.9K shares1.77%2026-03-312026-05-14

APP APPLOVIN CORP3.4K sharesnew addition2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS6.1K shares-3.27%2026-03-312026-05-14

XBI SPDR SERIES TRUST10.2K shares4.43%2026-03-312026-05-14

Sponsored

XNTK SPDR SERIES TRUST5.1K shares0.00%2026-03-312026-05-14

ITOT ISHARES TR9.1K shares-1.25%2026-03-312026-05-14

PSX PHILLIPS 667.1K shares-2.20%2026-03-312026-05-14

DXJ WISDOMTREE TR8.1K shares-2.26%2026-03-312026-05-14

OXY OCCIDENTAL PETE CORP19.5K shares-0.51%2026-03-312026-05-14

PJP INVESCO EXCHANGE TRADED FD T12.1K shares-0.49%2026-03-312026-05-14

DFAS DIMENSIONAL ETF TRUST17.6K shares0.00%2026-03-312026-05-14

CMI CUMMINS INC2.3K shares0.09%2026-03-312026-05-14

Sponsored

UNP UNION PAC CORP5.1K shares2.27%2026-03-312026-05-14

VSS VANGUARD INTL EQUITY INDEX F8.5K shares-0.12%2026-03-312026-05-14

BMY BRISTOL-MYERS SQUIBB CO20.3K shares-0.81%2026-03-312026-05-14

RBLX ROBLOX CORP21.4K shares78.46%2026-03-312026-05-14

MSGS MADISON SQUARE GRDN SPRT COR3.7K shares-0.60%2026-03-312026-05-14

AIG AMERICAN INTL GROUP INC15.5K shares-0.29%2026-03-312026-05-14

PWR QUANTA SVCS INC2.1K shares-0.61%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC9.6K shares0.00%2026-03-312026-05-14

Sponsored

HCA HCA HEALTHCARE INC2.4K shares-0.82%2026-03-312026-05-14

XLY SELECT SECTOR SPDR TR10.3K shares0.14%2026-03-312026-05-14

SHW SHERWIN WILLIAMS CO3.5K shares-0.82%2026-03-312026-05-14

NKE NIKE INC21.2K shares-0.51%2026-03-312026-05-14

VLO VALERO ENERGY CORP4.5K shares-0.22%2026-03-312026-05-14

ISRG INTUITIVE SURGICAL INC2.4K shares0.00%2026-03-312026-05-14

TJX TJX COS INC NEW6.9K shares-0.43%2026-03-312026-05-14

ADSK AUTODESK INC4.6K shares153.88%2026-03-312026-05-14

Sponsored

PID INVESCO EXCHANGE TRADED FD T48.1K shares-2.71%2026-03-312026-05-14

VGK VANGUARD INTL EQUITY INDEX F13.0K shares-1.35%2026-03-312026-05-14

KRE SPDR SERIES TRUST16.3K shares1.79%2026-03-312026-05-14

PG PROCTER & GAMBLE CO7.3K shares1.68%2026-03-312026-05-14

MCK MCKESSON CORP1.2K shares0.00%2026-03-312026-05-14

HON HONEYWELL INTL INC4.6K shares-1.18%2026-03-312026-05-14

SCHW SCHWAB CHARLES CORP11.0K shares0.13%2026-03-312026-05-14

GILD GILEAD SCIENCES INC7.4K shares-0.56%2026-03-312026-05-14

Sponsored

FFIV F5 INC3.6K shares0.00%2026-03-312026-05-14

THE CIGNA GROUP THE CIGNA GROUP3.8K shares0.63%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T22.0K shares-2.09%2026-03-312026-05-14

T AT&T INC34.5K shares-19.46%2026-03-312026-05-14

XOM EXXON MOBIL CORP5.9K shares-2.59%2026-03-312026-05-14

VPU VANGUARD WORLD FD5.0K shares16.09%2026-03-312026-05-14

ELAN ELANCO ANIMAL HEALTH INC40.8K shares-0.54%2026-03-312026-05-14

MCD MCDONALDS CORP3.1K shares0.35%2026-03-312026-05-14

Sponsored

IHE ISHARES TR11.2K shares-0.26%2026-03-312026-05-14

VAW VANGUARD WORLD FD4.3K shares18.90%2026-03-312026-05-14

MCO MOODYS CORP2.2K shares-0.68%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC19.1K shares-6.30%2026-03-312026-05-14

DTD WISDOMTREE TR11.1K shares-3.38%2026-03-312026-05-14

ASML ASML HLDG NV725 shares0.14%2026-03-312026-05-14

SPGI S&P GLOBAL INC2.2K shares-0.66%2026-03-312026-05-14

BABA ALIBABA GROUP HLDG LTD7.6K shares-1.22%2026-03-312026-05-14

Sponsored

MSCI MSCI INC1.7K shares1.10%2026-03-312026-05-14

PWV INVESCO EXCHANGE TRADED FD T13.4K shares-2.72%2026-03-312026-05-14

XYZ BLOCK INC15.3K shares-21.50%2026-03-312026-05-14

MTN VAIL RESORTS INC7.1K shares-1.20%2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC3.3K shares2.60%2026-03-312026-05-14

KKR & CO INC KKR & CO INC9.8K shares-4.69%2026-03-312026-05-14

UHAL.B U HAUL HOLDING COMPANY20.1K shares92.35%2026-03-312026-05-14

SCHD SCHWAB STRATEGIC TR28.8K shares3.26%2026-03-312026-05-14

Sponsored

WDAY WORKDAY INC6.8K sharesnew addition2026-03-312026-05-14

CIEN CIENA CORP2.3K shares0.00%2026-03-312026-05-14

HQY HEALTHEQUITY INC10.5K shares-1.03%2026-03-312026-05-14

VIS VANGUARD WORLD FD2.8K shares19.35%2026-03-312026-05-14

CSGP COSTAR GROUP INC21.1K shares35.03%2026-03-312026-05-14

CMCSA COMCAST CORP NEW29.6K shares-0.85%2026-03-312026-05-14

SLB SLB LIMITED16.5K shares-0.60%2026-03-312026-05-14

FICO FAIR ISAAC CORP793 shares-0.63%2026-03-312026-05-14

Sponsored

APH AMPHENOL CORP6.7K shares-3.01%2026-03-312026-05-14

NUKZ EXCHANGE TRADED CONCEPTS TRU12.8K shares40.78%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS3.5K shares-2.31%2026-03-312026-05-14

EZM WISDOMTREE TR12.5K shares0.00%2026-03-312026-05-14

DDOG DATADOG INC7.0K shares66.48%2026-03-312026-05-14

PRU PRUDENTIAL FINL INC8.4K shares-1.26%2026-03-312026-05-14

CET CENTRAL SECS CORP16.4K shares-0.40%2026-03-312026-05-14

BXSL BLACKSTONE SECD LENDING FD34.3K shares-56.78%2026-03-312026-05-14

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FEPI ETF OPPORTUNITIES TRUST20.3K shares23.08%2026-03-312026-05-14

MSTR STRATEGY INC6.5K sharesnew addition2026-03-312026-05-14

ELV ELEVANCE HEALTH INC FORMERLY2.7K shares-3.54%2026-03-312026-05-14

ABT ABBOTT LABORATORIES7.7K shares0.03%2026-03-312026-05-14

ONEQ FIDELITY COMWLTH TR9.2K shares0.00%2026-03-312026-05-14

CRWD CROWDSTRIKE HLDGS INC2.0K shares23.05%2026-03-312026-05-14

KO COCA COLA CO10.3K shares-0.40%2026-03-312026-05-14

AIVL WISDOMTREE TR6.7K shares-3.00%2026-03-312026-05-14

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DFAT DIMENSIONAL ETF TRUST12.2K shares0.02%2026-03-312026-05-14

IYT ISHARES TR10.1K shares0.16%2026-03-312026-05-14

DOL WISDOMTREE TR11.0K shares-0.93%2026-03-312026-05-14

WYNN WYNN RESORTS LTD7.4K shares-1.41%2026-03-312026-05-14

MTUM ISHARES TR3.1K shares0.00%2026-03-312026-05-14

LEN LENNAR CORP8.5K shares-7.79%2026-03-312026-05-14

MET METLIFE INC10.4K shares-0.14%2026-03-312026-05-14

MELI MERCADOLIBRE INC422 shares37.46%2026-03-312026-05-14

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DIVO AMPLIFY ETF TR16.2K shares28.44%2026-03-312026-05-14

EFG ISHARES TR6.4K shares2.90%2026-03-312026-05-14

CPNG COUPANG INC37.7K shares58.95%2026-03-312026-05-14

CMPR CIMPRESS PLC9.7K shares0.00%2026-03-312026-05-14

FANG DIAMONDBACK ENERGY INC3.6K shares-3.10%2026-03-312026-05-14

DFAC DIMENSIONAL ETF TRUST18.1K shares0.00%2026-03-312026-05-14

CTVA CORTEVA INC8.3K shares-1.74%2026-03-312026-05-14

ERIC TELEFONAKTIEBOLAGET LM ERICS61.5K shares0.00%2026-03-312026-05-14

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RRR RED ROCK RESORTS INC13.0K shares0.00%2026-03-312026-05-14

IEFA ISHARES TR7.5K shares3.08%2026-03-312026-05-14

CTAS CINTAS CORP4.0K shares-0.10%2026-03-312026-05-14

SU SUNCOR ENERGY INC NEW10.0K shares-0.50%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS1.1K shares-19.39%2026-03-312026-05-14

PEP PEPSICO INC4.2K shares3.33%2026-03-312026-05-14

VPL VANGUARD INTL EQUITY INDEX F6.6K shares0.09%2026-03-312026-05-14

TT TRANE TECHNOLOGIES PLC1.5K shares-2.89%2026-03-312026-05-14

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CHI CALAMOS CONV OPPORTUNITIES &59.3K shares0.99%2026-03-312026-05-14

AER AERCAP HOLDINGS NV4.6K shares158.51%2026-03-312026-05-14

XLV SELECT SECTOR SPDR TR4.3K shares-11.75%2026-03-312026-05-14

IDVO AMPLIFY ETF TR15.5K shares40.00%2026-03-312026-05-14

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.6K shares-18.22%2026-03-312026-05-14

JCI JOHNSON CONTROLS INTERNATION4.7K shares0.00%2026-03-312026-05-14

RRX REGAL REXNORD CORPORATION3.3K shares0.00%2026-03-312026-05-14

NOV NOV INC32.8K shares0.00%2026-03-312026-05-14

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PFE PFIZER INC21.9K shares-0.18%2026-03-312026-05-14

WFC WELLS FARGO & CO7.7K shares-0.21%2026-03-312026-05-14

XMVM INVESCO EXCHANGE TRADED FD T9.4K shares0.03%2026-03-312026-05-14

LUV SOUTHWEST AIRLS CO16.2K shares0.00%2026-03-312026-05-14

JETS ETF SER SOLUTIONS24.8K shares1.19%2026-03-312026-05-14

HHH HOWARD HUGHES HOLDINGS INC9.6K shares0.00%2026-03-312026-05-14

XLB SELECT SECTOR SPDR TR12.2K shares8.59%2026-03-312026-05-14

CNQ CANADIAN NAT RES LTD MED TER12.4K shares0.00%2026-03-312026-05-14

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INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.1K shares-1.20%2026-03-312026-05-14

D DOMINION ENERGY INC9.7K shares0.00%2026-03-312026-05-14

AEP AMERICAN ELEC PWR CO INC4.6K shares2.89%2026-03-312026-05-14

INTC INTEL CORP13.4K shares0.04%2026-03-312026-05-14

EMR EMERSON ELEC CO4.5K shares-0.70%2026-03-312026-05-14

DHR DANAHER CORP DEL3.1K shares0.00%2026-03-312026-05-14

ECF ELLSWORTH GROWTH & INCOME FD52.8K shares-2.04%2026-03-312026-05-14

EPS WISDOMTREE TR8.6K shares0.00%2026-03-312026-05-14

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TFPM TRIPLE FLAG PRECIOUS METAL16.5K shares9.56%2026-03-312026-05-14

MO ALTRIA GROUP INC8.5K shares-8.42%2026-03-312026-05-14

DFIV DIMENSIONAL ETF TRUST10.6K shares0.29%2026-03-312026-05-14

CIBR FIRST TR EXCHANGE-TRADED FD8.9K shares-71.03%2026-03-312026-05-14

IBB ISHARES TR3.3K shares6.76%2026-03-312026-05-14

XSVM INVESCO EXCHANGE TRADED FD T9.2K shares0.00%2026-03-312026-05-14

KEY KEYCORP27.7K shares-0.38%2026-03-312026-05-14

EXPE EXPEDIA GROUP INC2.4K shares51.64%2026-03-312026-05-14

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NVS NOVARTIS AG3.6K shares0.14%2026-03-312026-05-14

USB US BANCORP10.7K shares-0.02%2026-03-312026-05-14

XLU SELECT SECTOR SPDR TR11.9K shares-7.02%2026-03-312026-05-14

AIR AAR CORP5.0K shares0.00%2026-03-312026-05-14

INTU INTUIT1.3K shares0.16%2026-03-312026-05-14

ALL ALLSTATE CORP2.6K shares0.46%2026-03-312026-05-14

QLD PROSHARES TR8.8K shares0.00%2026-03-312026-05-14

UBER UBER TECHNOLOGIES INC7.4K shares58.73%2026-03-312026-05-14

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BND VANGUARD BD INDEX FDS7.3K shares-3.46%2026-03-312026-05-14

RCL ROYAL CARIBBEAN GROUP1.9K shares0.00%2026-03-312026-05-14

ICE INTERCONTINENTAL EXCHANGE IN3.3K shares1.18%2026-03-312026-05-14

COMP COMPASS INC71.8K sharesnew addition2026-03-312026-05-14

COF CAPITAL ONE FINL CORP2.9K shares-2.48%2026-03-312026-05-14

ULTA ULTA BEAUTY INC1.0K shares-0.20%2026-03-312026-05-14

PEY INVESCO EXCHANGE TRADED FD T24.5K shares-0.02%2026-03-312026-05-14

SPGP INVESCO EXCHANGE TRADED FD T4.8K shares0.10%2026-03-312026-05-14

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VTWO VANGUARD SCOTTSDALE FDS5.1K shares0.53%2026-03-312026-05-14

HLT HILTON WORLDWIDE HLDGS INC1.7K shares-3.52%2026-03-312026-05-14

UPS UNITED PARCEL SVCS INC5.2K shares-1.71%2026-03-312026-05-14

F FORD MTR CO43.6K shares-1.13%2026-03-312026-05-14

WCC WESCO INTL INC1.8K shares0.00%2026-03-312026-05-14

ABNB AIRBNB INC3.9K shares0.00%2026-03-312026-05-14

LINDE PLC LINDE PLC1.0K shares-0.10%2026-03-312026-05-14

SPHY SPDR SERIES TRUST21.3K sharesnew addition2026-03-312026-05-14

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BNDX VANGUARD CHARLOTTE FDS10.3K shares-0.98%2026-03-312026-05-14

USA LIBERTY ALL STAR EQUITY FD89.1K shares0.58%2026-03-312026-05-14

OS ONESTREAM INC20.5K shares0.00%2026-03-312026-05-14

TIDAL TRUST III TIDAL TRUST III19.6K shares74.48%2026-03-312026-05-14

WDC WESTERN DIGITAL CORP1.8K shares-32.49%2026-03-312026-05-14

SE SEA LTD5.9K sharesnew addition2026-03-312026-05-14

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC4.4K shares8.06%2026-03-312026-05-14

GDV GABELLI DIVID & INCOME TR18.1K shares-5.68%2026-03-312026-05-14

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ROAD CONSTRUCTION PARTNERS INC4.3K shares0.00%2026-03-312026-05-14

PNC PNC FINL SVCS GROUP INC2.3K shares1.18%2026-03-312026-05-14

WMB WILLIAMS COS INC6.6K shares3.04%2026-03-312026-05-14

TMO THERMO FISHER SCIENTIFIC INC977 shares-0.20%2026-03-312026-05-14

NUE NUCOR CORP2.8K shares0.00%2026-03-312026-05-14

REGN REGENERON PHARMACEUTICALS616 shares0.00%2026-03-312026-05-14

SPHR SPHERE ENTERTAINMENT CO4.0K shares-1.45%2026-03-312026-05-14

DDS DILLARDS INC819 shares0.00%2026-03-312026-05-14

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BORR DRILLING LTD BORR DRILLING LTD80.0K shares0.00%2026-03-312026-05-14

USMV ISHARES TR5.0K shares3.31%2026-03-312026-05-14

NVO NOVO-NORDISK A S12.3K shares0.00%2026-03-312026-05-14

LHX L3HARRIS TECHNOLOGIES INC1.3K shares0.62%2026-03-312026-05-14

SGOV ISHARES TR4.4K shares0.88%2026-03-312026-05-14

QNITY ELECTRONICS INC QNITY ELECTRONICS INC3.9K shares-2.00%2026-03-312026-05-14

DAL DELTA AIR LINES INC6.7K shares0.00%2026-03-312026-05-14

DON WISDOMTREE TR8.5K shares-0.17%2026-03-312026-05-14

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EA ELECTRONIC ARTS INC2.2K shares0.00%2026-03-312026-05-14

ABSI ABSCI CORPORATION145.8K shares0.00%2026-03-312026-05-14

PCG PG&E CORP24.5K shares0.02%2026-03-312026-05-14

PM PHILIP MORRIS INTL INC2.6K shares0.74%2026-03-312026-05-14

DRAFTKINGS INC NEW DRAFTKINGS INC NEW19.8K shares-2.23%2026-03-312026-05-14

IEMG ISHARES INC6.1K shares-3.79%2026-03-312026-05-14

RBC RBC BEARINGS INC783 shares0.00%2026-03-312026-05-14

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC9.2K shares0.85%2026-03-312026-05-14

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PDD PDD HOLDINGS INC4.1K sharesnew addition2026-03-312026-05-14

GRBK GREEN BRICK PARTNERS INC6.5K sharesnew addition2026-03-312026-05-14

MAS MASCO CORP6.9K shares-0.32%2026-03-312026-05-14

SPXX NUVEEN S&P 500 DYNAMIC OVERW25.8K sharesnew addition2026-03-312026-05-14

TFLO ISHARES TR8.2K shares-0.01%2026-03-312026-05-14

IWD ISHARES TR1.9K shares-0.26%2026-03-312026-05-14

PSI INVESCO EXCHANGE TRADED FD T4.3K shares-1.15%2026-03-312026-05-14

MMM 3M CO2.8K shares0.04%2026-03-312026-05-14

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WTRG ESSENTIAL UTILS INC10.0K shares-0.89%2026-03-312026-05-14

EW EDWARDS LIFESCIENCES CORP5.0K shares0.00%2026-03-312026-05-14

YUM YUM BRANDS INC2.6K shares3.21%2026-03-312026-05-14

IONQ IONQ INC13.7K sharesnew addition2026-03-312026-05-14

ADEA ADEIA INC16.4K shares-15.03%2026-03-312026-05-14

LULU LULULEMON ATHLETICA INC2.6K shares-1.50%2026-03-312026-05-14

EWW ISHARES INC5.2K shares-1.19%2026-03-312026-05-14

BTO HANCOCK JOHN FINL OPPTYS10.8K shares0.00%2026-03-312026-05-14

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VYM VANGUARD WHITEHALL FDS2.6K shares4.94%2026-03-312026-05-14

CHH CHOICE HOTELS INTL INC3.7K shares-4.96%2026-03-312026-05-14

EFV ISHARES TR5.1K shares0.00%2026-03-312026-05-14

TFC TRUIST FINL CORP8.3K shares1.34%2026-03-312026-05-14

RDN RADIAN GROUP INC11.5K shares0.00%2026-03-312026-05-14

XRT SPDR SERIES TRUST4.7K shares0.00%2026-03-312026-05-14

ACGL ARCH CAP GROUP LTD3.9K shares0.00%2026-03-312026-05-14

QQEW FIRST TR EXCHANGE-TRADED FD3.0K shares0.00%2026-03-312026-05-14

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PLTR PALANTIR TECHNOLOGIES INC2.5K shares-49.84%2026-03-312026-05-14

MLPA GLOBAL X FDS6.8K shares0.00%2026-03-312026-05-14

DFUV DIMENSIONAL ETF TRUST7.5K shares0.00%2026-03-312026-05-14

ALV AUTOLIV INC3.4K shares-2.93%2026-03-312026-05-14

LW LAMB WESTON HLDGS INC8.5K shares-2.29%2026-03-312026-05-14

MDY STATE STR SPDR S&P MIDCAP 40582 shares-4.90%2026-03-312026-05-14

MHO M/I HOMES INC2.9K shares0.00%2026-03-312026-05-14

GPC GENUINE PARTS CO3.4K shares-0.26%2026-03-312026-05-14

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BHF BRIGHTHOUSE FINL INC6.0K shares0.00%2026-03-312026-05-14

VCLT VANGUARD SCOTTSDALE FDS4.7K shares-2.22%2026-03-312026-05-14

OKE ONEOK INC NEW3.9K shares0.36%2026-03-312026-05-14

LYV LIVE NATION ENTERTAINMENT IN2.3K shares0.00%2026-03-312026-05-14

BN BROOKFIELD CORP8.7K shares8.04%2026-03-312026-05-14

APA CORPORATION APA CORPORATION8.2K shares0.48%2026-03-312026-05-14

SO SOUTHERN CO3.6K shares-6.03%2026-03-312026-05-14

IT GARTNER INC2.2K shares-0.95%2026-03-312026-05-14

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ALK ALASKA AIR GROUP INC9.4K shares-1.05%2026-03-312026-05-14

WMS ADVANCED DRAIN SYS INC DEL2.5K shares0.00%2026-03-312026-05-14

ARISTA NETWORKS INC ARISTA NETWORKS INC2.8K shares6.75%2026-03-312026-05-14

RKT ROCKET COS INC23.8K shares20.28%2026-03-312026-05-14

NYT NEW YORK TIMES CO MTN BE4.0K shares-13.38%2026-03-312026-05-14

TER TERADYNE INC1.1K shares0.00%2026-03-312026-05-14

AROC ARCHROCK INC9.7K shares-13.10%2026-03-312026-05-14

DHI D R HORTON INC2.4K shares0.00%2026-03-312026-05-14

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TMUS T-MOBILE US INC1.6K shares-7.53%2026-03-312026-05-14

DASH DOORDASH INC2.2K sharesnew addition2026-03-312026-05-14

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FDL FIRST TR EXCHANGE-TRADED FD6.5K shares0.00%2026-03-312026-05-14

CARR CARRIER GLOBAL CORPORATION5.7K shares-1.68%2026-03-312026-05-14

GEN DIGITAL INC GEN DIGITAL INC17.1K shares0.00%2026-03-312026-05-14

NIE VIRTUS EQUITY & CONV INCM FD13.7K shares-6.04%2026-03-312026-05-14

COWZ PACER FDS TR5.1K shares10.62%2026-03-312026-05-14

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PGP PIMCO GLOBAL STOCKSPLS INCM37.9K shares0.17%2026-03-312026-05-14

DOCU DOCUSIGN INC6.6K sharesnew addition2026-03-312026-05-14

BITB BITWISE BITCOIN ETF TR8.5K shares9.77%2026-03-312026-05-14

MNST MONSTER BEVERAGE CORP NEW4.3K shares6.10%2026-03-312026-05-14

FXL FIRST TR EXCHANGE-TRADED FD1.9K shares0.00%2026-03-312026-05-14

ADP AUTOMATIC DATA PROCESSING IN1.5K shares0.73%2026-03-312026-05-14

LPLA LPL FINL HLDGS INC1.0K shares0.00%2026-03-312026-05-14

SDY SPDR SERIES TRUST2.1K shares0.00%2026-03-312026-05-14

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WBD WARNER BROS DISCOVERY INC11.2K shares-2.91%2026-03-312026-05-14

MGM MGM RESORTS INTERNATIONAL8.3K shares-0.23%2026-03-312026-05-14

MGC VANGUARD WORLD FD1.3K shares3.54%2026-03-312026-05-14

WY WEYERHAEUSER CO12.5K shares0.20%2026-03-312026-05-14

EWBC EAST WEST BANCORP INC2.8K shares0.00%2026-03-312026-05-14

AAMI ACADIAN ASSET MANAGEMENT INC5.5K shares-10.16%2026-03-312026-05-14

MAT MATTEL INC20.8K shares0.00%2026-03-312026-05-14

TGT TARGET CORP2.5K shares0.08%2026-03-312026-05-14

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IJK ISHARES TR3.0K shares1.97%2026-03-312026-05-14

GSY INVESCO ACTIVELY MANAGED EXC5.9K shares8.82%2026-03-312026-05-14

JD JD.COM INC10.0K shares0.00%2026-03-312026-05-14

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TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.4K shares1.39%2026-03-312026-05-14

ITA ISHARES TR1.3K shares11.56%2026-03-312026-05-14

RVTY REVVITY INC3.3K shares0.00%2026-03-312026-05-14

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CTSH COGNIZANT TECHNOLOGY SOLUTIO4.7K shares-1.26%2026-03-312026-05-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.4K shares0.98%2026-03-312026-05-14

MSGE MADISON SQUARE GARDEN ENTMT4.9K shares-0.90%2026-03-312026-05-14

IWO ISHARES TR911 shares-2.46%2026-03-312026-05-14

FI FISERV INC5.1K shares-1.02%2026-03-312026-05-14

IGF ISHARES TR4.3K shares-0.07%2026-03-312026-05-14

WHR WHIRLPOOL CORP5.3K shares0.00%2026-03-312026-05-14

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EFA ISHARES TR2.9K shares1.58%2026-03-312026-05-14

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ALPS ETF TR ALPS ETF TR5.2K shares-3.69%2026-03-312026-05-14

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HYGV FLEXSHARES TR6.8K shares10.21%2026-03-312026-05-14

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SOXX ISHARES TR823 shares0.00%2026-03-312026-05-14

AMP AMERIPRISE FINL INC605 shares0.00%2026-03-312026-05-14

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SSO PROSHARES TR5.1K shares0.00%2026-03-312026-05-14

ITW ILLINOIS TOOL WKS INC1.0K shares0.39%2026-03-312026-05-14

NXPI NXP SEMICONDUCTORS N V1.4K shares-0.44%2026-03-312026-05-14

PCAR PACCAR INC2.3K shares-1.72%2026-03-312026-05-14

SNX TD SYNNEX CORPORATION1.6K sharesnew addition2026-03-312026-05-14

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NOC NORTHROP GRUMMAN CORP385 shares0.00%2026-03-312026-05-14

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BP BP PLC5.3K sharesnew addition2026-03-312026-05-14

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SYY SYSCO CORP3.4K shares-0.35%2026-03-312026-05-14

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PRI PRIMERICA INC962 shares0.00%2026-03-312026-05-14

SUSB ISHARES TR9.6K shares-35.53%2026-03-312026-05-14

SPYX SPDR SERIES TRUST4.5K shares0.00%2026-03-312026-05-14

ECL ECOLAB INC901 shares-0.33%2026-03-312026-05-14

QUAD QUAD / GRAPHICS INC36.2K shares0.00%2026-03-312026-05-14

BJ BJS WHSL CLUB HLDGS INC2.4K shares-6.25%2026-03-312026-05-14

Sponsored

MGEE MGE ENERGY INC3.0K shares-3.61%2026-03-312026-05-14

FIS FIDELITY NATL INFORMATION SV5.0K shares-1.30%2026-03-312026-05-14

CHTR CHARTER COMMUNICATIONS INC1.1K shares-2.78%2026-03-312026-05-14

NSC NORFOLK SOUTHN CORP812 shares-2.17%2026-03-312026-05-14

SLV ISHARES SILVER TR3.4K sharesnew addition2026-03-312026-05-14

ESGU ISHARES TR1.6K shares14.36%2026-03-312026-05-14

DVY ISHARES TR1.5K shares0.00%2026-03-312026-05-14

DLN WISDOMTREE TR2.6K shares0.00%2026-03-312026-05-14

Sponsored

IDXX IDEXX LABS INC409 shares0.00%2026-03-312026-05-14

EPD ENTERPRISE PRODS PARTNERS L6.0K sharesnew addition2026-03-312026-05-14

CROWN CASTLE INC CROWN CASTLE INC2.8K shares-7.80%2026-03-312026-05-14

GWX SPDR INDEX SHS FDS5.4K shares0.00%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC674 sharesnew addition2026-03-312026-05-14

HDB HDFC BANK LTD9.1K shares0.00%2026-03-312026-05-14

RMT ROYCE MICRO-CAP TR INC19.9K shares0.00%2026-03-312026-05-14

AGGY WISDOMTREE TR5.2K shares-7.60%2026-03-312026-05-14

Sponsored

DOW DOW HLDGS INC5.4K sharesnew addition2026-03-312026-05-14

OIH VANECK ETF TRUST557 sharesnew addition2026-03-312026-05-14

GSHD GOOSEHEAD INS INC5.3K shares0.00%2026-03-312026-05-14

TIDAL TRUST III TIDAL TRUST III11.7K sharesnew addition2026-03-312026-05-14

NVDA

NVIDIA CORPORATION

-1.57%

Shares741.3K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

-2.56%

Shares119.4K

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

49.85%

Shares39.9K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

3.12%

Shares49.0K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

2.71%

Shares86.2K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

2.07%

Shares56.6K

Event2026-03-31

Filed2026-05-14

LAM RESEARCH CORP

-0.43%

Shares72.4K

Event2026-03-31

Filed2026-05-14

META

META PLATFORMS INC

-0.14%

Shares19.8K

Event2026-03-31

Filed2026-05-14

TSLA

TESLA INC

7.47%

Shares27.9K

Event2026-03-31

Filed2026-05-14

AXON

AXON ENTERPRISE INC

0.07%

Shares20.5K

Event2026-03-31

Filed2026-05-14

COST

COSTCO WHOLESALE CORPORATION

-5.72%

Shares8.6K

Event2026-03-31

Filed2026-05-14

GOLDMAN SACHS GROUP INC

-2.08%

Shares9.6K

Event2026-03-31

Filed2026-05-14

VTWG

VANGUARD SCOTTSDALE FDS

0.24%

Shares33.6K

Event2026-03-31

Filed2026-05-14

VTWV

VANGUARD SCOTTSDALE FDS

-0.30%

Shares43.4K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

-0.24%

Shares22.7K

Event2026-03-31

Filed2026-05-14

XLI

SELECT SECTOR SPDR TR

1.97%

Shares42.1K

Event2026-03-31

Filed2026-05-14

XMMO

INVESCO EXCHANGE TRADED FD T

-0.92%

Shares46.5K

Event2026-03-31

Filed2026-05-14

SBUX

STARBUCKS CORP

-0.05%

Shares75.0K

Event2026-03-31

Filed2026-05-14

SCHG

SCHWAB STRATEGIC TR

-1.17%

Shares227.2K

Event2026-03-31

Filed2026-05-14

AMAT

APPLIED MATLS INC

-1.45%

Shares19.0K

Event2026-03-31

Filed2026-05-14

VUG

VANGUARD INDEX FDS

21.73%

Shares14.9K

Event2026-03-31

Filed2026-05-14

XLF

SELECT SECTOR SPDR TR

16.80%

Shares126.0K

Event2026-03-31

Filed2026-05-14

CAIE

CALAMOS ETF TR

36.11%

Shares241.4K

Event2026-03-31

Filed2026-05-14

VBK

VANGUARD INDEX FDS

20.23%

Shares19.9K

Event2026-03-31

Filed2026-05-14

URI

UNITED RENTALS INC

-0.37%

Shares8.2K

Event2026-03-31

Filed2026-05-14

AMD

ADVANCED MICRO DEVICES INC

-1.46%

Shares28.3K

Event2026-03-31

Filed2026-05-14

TXN

TEXAS INSTRS INC

-0.02%

Shares29.5K

Event2026-03-31

Filed2026-05-14

XLK

SELECT SECTOR SPDR TR

0.60%

Shares43.0K

Event2026-03-31

Filed2026-05-14

LLY

ELI LILLY & CO

0.30%

Shares5.8K

Event2026-03-31

Filed2026-05-14

VGSH

VANGUARD SCOTTSDALE FDS

23.00%

Shares89.8K

Event2026-03-31

Filed2026-05-14

PDP

INVESCO EXCHANGE TRADED FD T

-0.69%

Shares42.8K

Event2026-03-31

Filed2026-05-14

VBR

VANGUARD INDEX FDS

1.92%

Shares23.7K

Event2026-03-31

Filed2026-05-14

MASTERCARD INCORPORATED

-0.24%

Shares9.5K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

1.67%

Shares16.3K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

-1.00%

Shares9.7K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

0.02%

Shares15.7K

Event2026-03-31

Filed2026-05-14

FTNT

FORTINET INC

-0.51%

Shares54.4K

Event2026-03-31

Filed2026-05-14

DIS

DISNEY WALT CO

1.96%

Shares45.9K

Event2026-03-31

Filed2026-05-14

VOE

VANGUARD INDEX FDS

-0.13%

Shares23.8K

Event2026-03-31

Filed2026-05-14

NFLX

NETFLIX INC.

7.51%

Shares44.5K

Event2026-03-31

Filed2026-05-14

ADBE

ADOBE INC

3.68%

Shares17.5K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

-35.04%

Shares6.5K

Event2026-03-31

Filed2026-05-14

AMGN

AMGEN INC

0.12%

Shares11.7K

Event2026-03-31

Filed2026-05-14

ABBV

ABBVIE INC

-0.73%

Shares18.5K

Event2026-03-31

Filed2026-05-14

BOEING CO

-3.75%

Shares20.1K

Event2026-03-31

Filed2026-05-14

VISA INC

0.26%

Shares13.2K

Event2026-03-31

Filed2026-05-14

FDX

FEDEX CORP

0.00%

Shares11.0K

Event2026-03-31

Filed2026-05-14

IWM

ISHARES TR

17.10%

Shares15.5K

Event2026-03-31

Filed2026-05-14

BAC

BANK AMERICA CORP

1.19%

Shares78.5K

Event2026-03-31

Filed2026-05-14

PWB

INVESCO EXCHANGE TRADED FD T

-1.07%

Shares29.8K

Event2026-03-31

Filed2026-05-14

VWO

VANGUARD INTL EQUITY INDEX F

12.50%

Shares67.7K

Event2026-03-31

Filed2026-05-14

DIA

STATE STR SPDR DOW JONES IND

565.06%

Shares7.9K

Event2026-03-31

Filed2026-05-14

HIG

HARTFORD INSURANCE GROUP INC

-0.30%

Shares26.2K

Event2026-03-31

Filed2026-05-14

VKTX

VIKING THERAPEUTICS INC

0.73%

Shares108.7K

Event2026-03-31

Filed2026-05-14

IWV

ISHARES TR

0.00%

Shares9.4K

Event2026-03-31

Filed2026-05-14

KLAC

KLA CORP

-2.78%

Shares2.3K

Event2026-03-31

Filed2026-05-14

VGT

VANGUARD WORLD FD

8.64%

Shares4.8K

Event2026-03-31

Filed2026-05-14

XLE

SELECT SECTOR SPDR TR

-0.81%

Shares54.5K

Event2026-03-31

Filed2026-05-14

SHV

ISHARES TR

5.89%

Shares29.6K

Event2026-03-31

Filed2026-05-14

IWC

ISHARES TR

-0.17%

Shares20.0K

Event2026-03-31

Filed2026-05-14

CRM

SALESFORCE INC

74.74%

Shares16.9K

Event2026-03-31

Filed2026-05-14

CAT

CATERPILLAR INC

-1.53%

Shares4.4K

Event2026-03-31

Filed2026-05-14

IMMX

IMMIX BIOPHARMA INC

New

Shares337.6K

Event2026-03-31

Filed2026-05-14

GENERAL MTRS CO

-1.02%

Shares41.0K

Event2026-03-31

Filed2026-05-14

IEV

ISHARES TR

2.86%

Shares44.9K

Event2026-03-31

Filed2026-05-14

EEM

ISHARES TR

3.04%

Shares51.8K

Event2026-03-31

Filed2026-05-14

GE AEROSPACE

-12.90%

Shares10.3K

Event2026-03-31

Filed2026-05-14

AXP

AMERICAN EXPRESS CO

-1.72%

Shares9.4K

Event2026-03-31

Filed2026-05-14

CSX

CSX CORP

-0.08%

Shares69.4K

Event2026-03-31

Filed2026-05-14

BMVP

INVESCO EXCHANGE TRADED FD T

-0.83%

Shares57.0K

Event2026-03-31

Filed2026-05-14

NTES

NETEASE COM INC

0.00%

Shares25.4K

Event2026-03-31

Filed2026-05-14

MPC

MARATHON PETE CORP

-1.68%

Shares11.6K

Event2026-03-31

Filed2026-05-14

INVESCO EXCHANGE TRADED FD T

-0.84%

Shares59.4K

Event2026-03-31

Filed2026-05-14

EDV

VANGUARD WORLD FD

416.35%

Shares43.5K

Event2026-03-31

Filed2026-05-14

DELL

DELL TECHNOLOGIES INC

-0.28%

Shares17.1K

Event2026-03-31

Filed2026-05-14

MORGAN STANLEY

-0.29%

Shares16.7K

Event2026-03-31

Filed2026-05-14

DEERE & CO

-18.02%

Shares4.8K

Event2026-03-31

Filed2026-05-14

RTX

RTX CORPORATION

-0.55%

Shares13.9K

Event2026-03-31

Filed2026-05-14

EATON CORP PLC

-0.56%

Shares7.3K

Event2026-03-31

Filed2026-05-14

CME

CME GROUP INC

-0.34%

Shares8.7K

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

1.31%

Shares10.5K

Event2026-03-31

Filed2026-05-14

XLG

INVESCO EXCHANGE TRADED FD T

-7.52%

Shares46.3K

Event2026-03-31

Filed2026-05-14

CENCORA INC

-3.22%

Shares8.0K

Event2026-03-31

Filed2026-05-14

NET

CLOUDFLARE INC

30.12%

Shares12.1K

Event2026-03-31

Filed2026-05-14

ORCL

ORACLE CORP

1.65%

Shares16.8K

Event2026-03-31

Filed2026-05-14

NOW

SERVICENOW INC

71.36%

Shares23.6K

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

0.79%

Shares19.8K

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

15.48%

Shares37.3K

Event2026-03-31

Filed2026-05-14

MICRON TECHNOLOGY INC

26.77%

Shares7.0K

Event2026-03-31

Filed2026-05-14

VHT

VANGUARD WORLD FD

13.51%

Shares8.7K

Event2026-03-31

Filed2026-05-14

SNOW

SNOWFLAKE INC

278.00%

Shares15.6K

Event2026-03-31

Filed2026-05-14

GLD

SPDR GOLD TR

46.55%

Shares5.4K

Event2026-03-31

Filed2026-05-14

CVX

CHEVRON CORPORATION

-3.20%

Shares11.2K

Event2026-03-31

Filed2026-05-14

VOT

VANGUARD INDEX FDS

25.87%

Shares8.8K

Event2026-03-31

Filed2026-05-14

LOW

LOWES COS INC

-0.06%

Shares9.4K

Event2026-03-31

Filed2026-05-14

VTV

VANGUARD INDEX FDS

13.58%

Shares11.2K

Event2026-03-31

Filed2026-05-14

PANW

PALO ALTO NETWORKS INC

-0.06%

Shares13.6K

Event2026-03-31

Filed2026-05-14

RYLD

GLOBAL X FDS

-0.19%

Shares145.1K

Event2026-03-31

Filed2026-05-14

BRK.A

BERKSHIRE HATHAWAY INC DEL

-25.00%

Shares3

Event2026-03-31

Filed2026-05-14

KVUE

KENVUE INC

93.41%

Shares122.6K

Event2026-03-31

Filed2026-05-14

WASTE MGMT INC DEL

0.07%

Shares9.1K

Event2026-03-31

Filed2026-05-14

HWM

HOWMET AEROSPACE INC

-0.74%

Shares8.9K

Event2026-03-31

Filed2026-05-14

VONV

VANGUARD SCOTTSDALE FDS

0.00%

Shares21.6K

Event2026-03-31

Filed2026-05-14

BLACKSTONE INC

2.80%

Shares17.5K

Event2026-03-31

Filed2026-05-14

MARVELL TECHNOLOGY INC

-7.55%

Shares20.2K

Event2026-03-31

Filed2026-05-14

CANADIAN PACIFIC KANSAS CITY

-0.25%

Shares25.4K

Event2026-03-31

Filed2026-05-14

PFM

INVESCO EXCHANGE TRADED FD T

-2.60%

Shares38.9K

Event2026-03-31

Filed2026-05-14

QYLD

GLOBAL X FDS

-5.54%

Shares115.2K

Event2026-03-31

Filed2026-05-14

AUTONATION INC

0.00%

Shares10.1K

Event2026-03-31

Filed2026-05-14

GEV

GE VERNOVA INC

-14.52%

Shares2.3K

Event2026-03-31

Filed2026-05-14

XHB

SPDR SERIES TRUST

3.18%

Shares19.8K

Event2026-03-31

Filed2026-05-14

LNG

CHENIERE ENERGY INC

0.00%

Shares6.9K

Event2026-03-31

Filed2026-05-14

CITIGROUP INC

-1.29%

Shares17.0K

Event2026-03-31

Filed2026-05-14

VFH

VANGUARD WORLD FD

26.69%

Shares15.7K

Event2026-03-31

Filed2026-05-14

JOE

ST JOE CO

-0.05%

Shares29.4K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

6.72%

Shares2.8K

Event2026-03-31

Filed2026-05-14

SPHQ

INVESCO EXCHANGE TRADED FD T

-2.23%

Shares24.6K

Event2026-03-31

Filed2026-05-14

VOX

VANGUARD WORLD FD

18.94%

Shares10.2K

Event2026-03-31

Filed2026-05-14

HYATT HOTELS CORP

-0.25%

Shares12.7K

Event2026-03-31

Filed2026-05-14

AFRM

AFFIRM HLDGS INC

408.45%

Shares39.7K

Event2026-03-31

Filed2026-05-14

EOG

EOG RES INC

-1.52%

Shares12.5K

Event2026-03-31

Filed2026-05-14

CSD

INVESCO EXCHANGE TRADED FD T

-0.27%

Shares15.8K

Event2026-03-31

Filed2026-05-14

IJR

ISHARES TR

25.30%

Shares13.9K

Event2026-03-31

Filed2026-05-14

VCR

VANGUARD WORLD FD

21.89%

Shares4.7K

Event2026-03-31

Filed2026-05-14

SHOP

SHOPIFY INC

49.97%

Shares14.0K

Event2026-03-31

Filed2026-05-14

QUAL

ISHARES TR

-15.12%

Shares8.4K

Event2026-03-31

Filed2026-05-14

BKNG

BOOKING HOLDINGS INC

0.00%

Shares383

Event2026-03-31

Filed2026-05-14

PBE

INVESCO EXCHANGE TRADED FD T

0.00%

Shares20.3K

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

4.27%

Shares5.0K

Event2026-03-31

Filed2026-05-14

GRNY

TIDAL TRUST I

4.51%

Shares66.9K

Event2026-03-31

Filed2026-05-14

IHI

ISHARES TR

1.72%

Shares29.8K

Event2026-03-31

Filed2026-05-14

VNQ

VANGUARD INDEX FDS

10.21%

Shares17.9K

Event2026-03-31

Filed2026-05-14

QCOM

QUALCOMM INC

-2.45%

Shares12.2K

Event2026-03-31

Filed2026-05-14

PYPL

PAYPAL HLDGS INC

-4.88%

Shares34.7K

Event2026-03-31

Filed2026-05-14

EBAY

EBAY INC.

-0.79%

Shares17.2K

Event2026-03-31

Filed2026-05-14

XYLD

GLOBAL X FDS

-6.25%

Shares39.8K

Event2026-03-31

Filed2026-05-14

HOME DEPOT INC

-2.12%

Shares4.7K

Event2026-03-31

Filed2026-05-14

XSMO

INVESCO EXCHANGE TRADED FD T

-1.22%

Shares20.3K

Event2026-03-31

Filed2026-05-14

JEPI

J P MORGAN EXCHANGE TRADED F

7.19%

Shares27.1K

Event2026-03-31

Filed2026-05-14

EWJ

ISHARES INC

0.44%

Shares17.9K

Event2026-03-31

Filed2026-05-14

MAR

MARRIOTT INTL INC NEW

-1.07%

Shares4.6K

Event2026-03-31

Filed2026-05-14

TRV

TRAVELERS COMPANIES INC

-0.16%

Shares5.1K

Event2026-03-31

Filed2026-05-14

LMT

LOCKHEED MARTIN CORP

-0.49%

Shares2.5K

Event2026-03-31

Filed2026-05-14

JOET

VIRTUS ETF TR II

-0.24%

Shares36.8K

Event2026-03-31

Filed2026-05-14

VONG

VANGUARD SCOTTSDALE FDS

-0.81%

Shares13.3K

Event2026-03-31

Filed2026-05-14

VRTX

VERTEX PHARMACEUTICALS INC

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-14

PHM

PULTE GROUP INC

-1.85%

Shares12.2K

Event2026-03-31

Filed2026-05-14

VDE

VANGUARD WORLD FD

13.39%

Shares8.3K

Event2026-03-31

Filed2026-05-14

AOR

ISHARES TR

9.50%

Shares22.1K

Event2026-03-31

Filed2026-05-14

CSCO

CISCO SYS INC

1.55%

Shares18.0K

Event2026-03-31

Filed2026-05-14

BBH

VANECK ETF TRUST

-0.45%

Shares7.4K

Event2026-03-31

Filed2026-05-14

IVW

ISHARES TR

1.57%

Shares12.3K

Event2026-03-31

Filed2026-05-14

COP

CONOCOPHILLIPS

0.00%

Shares10.5K

Event2026-03-31

Filed2026-05-14

FVD

FIRST TR EXCHANGE-TRADED FD

-0.44%

Shares29.1K

Event2026-03-31

Filed2026-05-14

XLC

SELECT SECTOR SPDR TR

11.44%

Shares12.3K

Event2026-03-31

Filed2026-05-14

MGK

VANGUARD WORLD FD

19.64%

Shares3.7K

Event2026-03-31

Filed2026-05-14

GLW

CORNING INC

1.77%

Shares9.9K

Event2026-03-31

Filed2026-05-14

APP

APPLOVIN CORP

New

Shares3.4K

Event2026-03-31

Filed2026-05-14

VIG

VANGUARD SPECIALIZED FUNDS

-3.27%

Shares6.1K

Event2026-03-31

Filed2026-05-14

XBI

SPDR SERIES TRUST

4.43%

Shares10.2K

Event2026-03-31

Filed2026-05-14

XNTK

SPDR SERIES TRUST

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-14

ITOT

ISHARES TR

-1.25%

Shares9.1K

Event2026-03-31

Filed2026-05-14

PSX

PHILLIPS 66

-2.20%

Shares7.1K

Event2026-03-31

Filed2026-05-14

DXJ

WISDOMTREE TR

-2.26%

Shares8.1K

Event2026-03-31

Filed2026-05-14

OXY

OCCIDENTAL PETE CORP

-0.51%

Shares19.5K

Event2026-03-31

Filed2026-05-14

PJP

INVESCO EXCHANGE TRADED FD T

-0.49%

Shares12.1K

Event2026-03-31

Filed2026-05-14

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares17.6K

Event2026-03-31

Filed2026-05-14

CMI

CUMMINS INC

0.09%

Shares2.3K

Event2026-03-31

Filed2026-05-14

UNP

UNION PAC CORP

2.27%

Shares5.1K

Event2026-03-31

Filed2026-05-14

VSS

VANGUARD INTL EQUITY INDEX F

-0.12%

Shares8.5K

Event2026-03-31

Filed2026-05-14

BMY

BRISTOL-MYERS SQUIBB CO

-0.81%

Shares20.3K

Event2026-03-31

Filed2026-05-14

RBLX

ROBLOX CORP

78.46%

Shares21.4K

Event2026-03-31

Filed2026-05-14

MSGS

MADISON SQUARE GRDN SPRT COR

-0.60%

Shares3.7K

Event2026-03-31

Filed2026-05-14

AIG

AMERICAN INTL GROUP INC

-0.29%

Shares15.5K

Event2026-03-31

Filed2026-05-14

PWR

QUANTA SVCS INC

-0.61%

Shares2.1K

Event2026-03-31

Filed2026-05-14

MERCK & CO INC

0.00%

Shares9.6K

Event2026-03-31

Filed2026-05-14

HCA

HCA HEALTHCARE INC

-0.82%

Shares2.4K

Event2026-03-31

Filed2026-05-14

XLY

SELECT SECTOR SPDR TR

0.14%

Shares10.3K

Event2026-03-31

Filed2026-05-14

SHW

SHERWIN WILLIAMS CO

-0.82%

Shares3.5K

Event2026-03-31

Filed2026-05-14

NKE

NIKE INC

-0.51%

Shares21.2K

Event2026-03-31

Filed2026-05-14

VLO

VALERO ENERGY CORP

-0.22%

Shares4.5K

Event2026-03-31

Filed2026-05-14

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-14

TJX

TJX COS INC NEW

-0.43%

Shares6.9K

Event2026-03-31

Filed2026-05-14

ADSK

AUTODESK INC

153.88%

Shares4.6K

Event2026-03-31

Filed2026-05-14

PID

INVESCO EXCHANGE TRADED FD T

-2.71%

Shares48.1K

Event2026-03-31

Filed2026-05-14

VGK

VANGUARD INTL EQUITY INDEX F

-1.35%

Shares13.0K

Event2026-03-31

Filed2026-05-14

KRE

SPDR SERIES TRUST

1.79%

Shares16.3K

Event2026-03-31

Filed2026-05-14

PROCTER & GAMBLE CO

1.68%

Shares7.3K

Event2026-03-31

Filed2026-05-14

MCK

MCKESSON CORP

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-14

HON

HONEYWELL INTL INC

-1.18%

Shares4.6K

Event2026-03-31

Filed2026-05-14

SCHW

SCHWAB CHARLES CORP

0.13%

Shares11.0K

Event2026-03-31

Filed2026-05-14

GILD

GILEAD SCIENCES INC

-0.56%

Shares7.4K

Event2026-03-31

Filed2026-05-14

FFIV

F5 INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-14

THE CIGNA GROUP

0.63%

Shares3.8K

Event2026-03-31

Filed2026-05-14

INVESCO EXCHANGE TRADED FD T

-2.09%

Shares22.0K

Event2026-03-31

Filed2026-05-14

AT&T INC

-19.46%

Shares34.5K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

-2.59%

Shares5.9K

Event2026-03-31

Filed2026-05-14

VPU

VANGUARD WORLD FD

16.09%

Shares5.0K

Event2026-03-31

Filed2026-05-14

ELAN

ELANCO ANIMAL HEALTH INC

-0.54%

Shares40.8K

Event2026-03-31

Filed2026-05-14

MCD

MCDONALDS CORP

0.35%

Shares3.1K

Event2026-03-31

Filed2026-05-14

IHE

ISHARES TR

-0.26%

Shares11.2K

Event2026-03-31

Filed2026-05-14

VAW

VANGUARD WORLD FD

18.90%

Shares4.3K

Event2026-03-31

Filed2026-05-14

MCO

MOODYS CORP

-0.68%

Shares2.2K

Event2026-03-31

Filed2026-05-14

VERIZON COMMUNICATIONS INC

-6.30%

Shares19.1K

Event2026-03-31

Filed2026-05-14

DTD

WISDOMTREE TR

-3.38%

Shares11.1K

Event2026-03-31

Filed2026-05-14

ASML

ASML HLDG NV

0.14%

Shares725

Event2026-03-31

Filed2026-05-14

SPGI

S&P GLOBAL INC

-0.66%

Shares2.2K

Event2026-03-31

Filed2026-05-14

BABA

ALIBABA GROUP HLDG LTD

-1.22%

Shares7.6K

Event2026-03-31

Filed2026-05-14

MSCI

MSCI INC

1.10%

Shares1.7K

Event2026-03-31

Filed2026-05-14

PWV

INVESCO EXCHANGE TRADED FD T

-2.72%

Shares13.4K

Event2026-03-31

Filed2026-05-14

XYZ

BLOCK INC

-21.50%

Shares15.3K

Event2026-03-31

Filed2026-05-14

MTN

VAIL RESORTS INC

-1.20%

Shares7.1K

Event2026-03-31

Filed2026-05-14

UNH

UNITEDHEALTH GROUP INC

2.60%

Shares3.3K

Event2026-03-31

Filed2026-05-14

KKR & CO INC

-4.69%

Shares9.8K

Event2026-03-31

Filed2026-05-14

UHAL.B

U HAUL HOLDING COMPANY

92.35%

Shares20.1K

Event2026-03-31

Filed2026-05-14

SCHD

SCHWAB STRATEGIC TR

3.26%

Shares28.8K

Event2026-03-31

Filed2026-05-14

WDAY

WORKDAY INC

New

Shares6.8K

Event2026-03-31

Filed2026-05-14

CIEN

CIENA CORP

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-14

HQY

HEALTHEQUITY INC

-1.03%

Shares10.5K

Event2026-03-31

Filed2026-05-14

VIS

VANGUARD WORLD FD

19.35%

Shares2.8K

Event2026-03-31

Filed2026-05-14

CSGP

COSTAR GROUP INC

35.03%

Shares21.1K

Event2026-03-31

Filed2026-05-14

CMCSA

COMCAST CORP NEW

-0.85%

Shares29.6K

Event2026-03-31

Filed2026-05-14

SLB

SLB LIMITED

-0.60%

Shares16.5K

Event2026-03-31

Filed2026-05-14

FICO

FAIR ISAAC CORP

-0.63%

Shares793

Event2026-03-31

Filed2026-05-14

APH

AMPHENOL CORP

-3.01%

Shares6.7K

Event2026-03-31

Filed2026-05-14

NUKZ

EXCHANGE TRADED CONCEPTS TRU

40.78%

Shares12.8K

Event2026-03-31

Filed2026-05-14

IBM

INTERNATIONAL BUSINESS MACHS

-2.31%

Shares3.5K

Event2026-03-31

Filed2026-05-14

EZM

WISDOMTREE TR

0.00%

Shares12.5K

Event2026-03-31

Filed2026-05-14

DDOG

DATADOG INC

66.48%

Shares7.0K

Event2026-03-31

Filed2026-05-14

PRU

PRUDENTIAL FINL INC

-1.26%

Shares8.4K

Event2026-03-31

Filed2026-05-14

CET

CENTRAL SECS CORP

-0.40%

Shares16.4K

Event2026-03-31

Filed2026-05-14

BXSL

BLACKSTONE SECD LENDING FD

-56.78%

Shares34.3K

Event2026-03-31

Filed2026-05-14

FEPI

ETF OPPORTUNITIES TRUST

23.08%

Shares20.3K

Event2026-03-31

Filed2026-05-14

MSTR

STRATEGY INC

New

Shares6.5K

Event2026-03-31

Filed2026-05-14

ELV

ELEVANCE HEALTH INC FORMERLY

-3.54%

Shares2.7K

Event2026-03-31

Filed2026-05-14

ABT

ABBOTT LABORATORIES

0.03%

Shares7.7K

Event2026-03-31

Filed2026-05-14

ONEQ

FIDELITY COMWLTH TR

0.00%

Shares9.2K

Event2026-03-31

Filed2026-05-14

CRWD

CROWDSTRIKE HLDGS INC

23.05%

Shares2.0K

Event2026-03-31

Filed2026-05-14

COCA COLA CO

-0.40%

Shares10.3K

Event2026-03-31

Filed2026-05-14

AIVL

WISDOMTREE TR

-3.00%

Shares6.7K

Event2026-03-31

Filed2026-05-14

DFAT

DIMENSIONAL ETF TRUST

0.02%

Shares12.2K

Event2026-03-31

Filed2026-05-14

IYT

ISHARES TR

0.16%

Shares10.1K

Event2026-03-31

Filed2026-05-14

DOL

WISDOMTREE TR

-0.93%

Shares11.0K

Event2026-03-31

Filed2026-05-14

WYNN

WYNN RESORTS LTD

-1.41%

Shares7.4K

Event2026-03-31

Filed2026-05-14

MTUM

ISHARES TR

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-14

LEN

LENNAR CORP

-7.79%

Shares8.5K

Event2026-03-31

Filed2026-05-14

MET

METLIFE INC

-0.14%

Shares10.4K

Event2026-03-31

Filed2026-05-14

MELI

MERCADOLIBRE INC

37.46%

Shares422

Event2026-03-31

Filed2026-05-14

DIVO

AMPLIFY ETF TR

28.44%

Shares16.2K

Event2026-03-31

Filed2026-05-14

EFG

ISHARES TR

2.90%

Shares6.4K

Event2026-03-31

Filed2026-05-14

CPNG

COUPANG INC

58.95%

Shares37.7K

Event2026-03-31

Filed2026-05-14

CMPR

CIMPRESS PLC

0.00%

Shares9.7K

Event2026-03-31

Filed2026-05-14

FANG

DIAMONDBACK ENERGY INC

-3.10%

Shares3.6K

Event2026-03-31

Filed2026-05-14

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares18.1K

Event2026-03-31

Filed2026-05-14

CTVA

CORTEVA INC

-1.74%

Shares8.3K

Event2026-03-31

Filed2026-05-14

ERIC

TELEFONAKTIEBOLAGET LM ERICS

0.00%

Shares61.5K

Event2026-03-31

Filed2026-05-14

RRR

RED ROCK RESORTS INC

0.00%

Shares13.0K

Event2026-03-31

Filed2026-05-14

IEFA

ISHARES TR

3.08%

Shares7.5K

Event2026-03-31

Filed2026-05-14

CTAS

CINTAS CORP

-0.10%

Shares4.0K

Event2026-03-31

Filed2026-05-14

SUNCOR ENERGY INC NEW

-0.50%

Shares10.0K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

-19.39%

Shares1.1K

Event2026-03-31

Filed2026-05-14

PEP

PEPSICO INC

3.33%

Shares4.2K

Event2026-03-31

Filed2026-05-14

VPL

VANGUARD INTL EQUITY INDEX F

0.09%

Shares6.6K

Event2026-03-31

Filed2026-05-14

TRANE TECHNOLOGIES PLC

-2.89%

Shares1.5K

Event2026-03-31

Filed2026-05-14

CHI

CALAMOS CONV OPPORTUNITIES &

0.99%

Shares59.3K

Event2026-03-31

Filed2026-05-14

AER

AERCAP HOLDINGS NV

158.51%

Shares4.6K

Event2026-03-31

Filed2026-05-14

XLV

SELECT SECTOR SPDR TR

-11.75%

Shares4.3K

Event2026-03-31

Filed2026-05-14

IDVO

AMPLIFY ETF TR

40.00%

Shares15.5K

Event2026-03-31

Filed2026-05-14

SEAGATE TECHNOLOGY HLDNGS PL

-18.22%

Shares1.6K

Event2026-03-31

Filed2026-05-14

JCI

JOHNSON CONTROLS INTERNATION

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-14

RRX

REGAL REXNORD CORPORATION

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-14

NOV

NOV INC

0.00%

Shares32.8K

Event2026-03-31

Filed2026-05-14

PFE

PFIZER INC

-0.18%

Shares21.9K

Event2026-03-31

Filed2026-05-14

WFC

WELLS FARGO & CO

-0.21%

Shares7.7K

Event2026-03-31

Filed2026-05-14

XMVM

INVESCO EXCHANGE TRADED FD T

0.03%

Shares9.4K

Event2026-03-31

Filed2026-05-14

LUV

SOUTHWEST AIRLS CO

0.00%

Shares16.2K

Event2026-03-31

Filed2026-05-14

JETS

ETF SER SOLUTIONS

1.19%

Shares24.8K

Event2026-03-31

Filed2026-05-14

HHH

HOWARD HUGHES HOLDINGS INC

0.00%

Shares9.6K

Event2026-03-31

Filed2026-05-14

XLB

SELECT SECTOR SPDR TR

8.59%

Shares12.2K

Event2026-03-31

Filed2026-05-14

CNQ

CANADIAN NAT RES LTD MED TER

0.00%

Shares12.4K

Event2026-03-31

Filed2026-05-14

INVESCO EXCHANGE TRADED FD T

-1.20%

Shares3.1K

Event2026-03-31

Filed2026-05-14

DOMINION ENERGY INC

0.00%

Shares9.7K

Event2026-03-31

Filed2026-05-14

AEP

AMERICAN ELEC PWR CO INC

2.89%

Shares4.6K

Event2026-03-31

Filed2026-05-14

INTC

INTEL CORP

0.04%

Shares13.4K

Event2026-03-31

Filed2026-05-14

EMR

EMERSON ELEC CO

-0.70%

Shares4.5K

Event2026-03-31

Filed2026-05-14

DHR

DANAHER CORP DEL

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-14

ECF

ELLSWORTH GROWTH & INCOME FD

-2.04%

Shares52.8K

Event2026-03-31

Filed2026-05-14

EPS

WISDOMTREE TR

0.00%

Shares8.6K

Event2026-03-31

Filed2026-05-14

TFPM

TRIPLE FLAG PRECIOUS METAL

9.56%

Shares16.5K

Event2026-03-31

Filed2026-05-14

ALTRIA GROUP INC

-8.42%

Shares8.5K

Event2026-03-31

Filed2026-05-14

DFIV

DIMENSIONAL ETF TRUST

0.29%

Shares10.6K

Event2026-03-31

Filed2026-05-14

CIBR

FIRST TR EXCHANGE-TRADED FD

-71.03%

Shares8.9K

Event2026-03-31

Filed2026-05-14

IBB

ISHARES TR

6.76%

Shares3.3K

Event2026-03-31

Filed2026-05-14

XSVM

INVESCO EXCHANGE TRADED FD T

0.00%

Shares9.2K

Event2026-03-31

Filed2026-05-14

KEY

KEYCORP

-0.38%

Shares27.7K

Event2026-03-31

Filed2026-05-14

EXPE

EXPEDIA GROUP INC

51.64%

Shares2.4K

Event2026-03-31

Filed2026-05-14

NVS

NOVARTIS AG

0.14%

Shares3.6K

Event2026-03-31

Filed2026-05-14

USB

US BANCORP

-0.02%

Shares10.7K

Event2026-03-31

Filed2026-05-14

XLU

SELECT SECTOR SPDR TR

-7.02%

Shares11.9K

Event2026-03-31

Filed2026-05-14

AIR

AAR CORP

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-14

INTU

INTUIT

0.16%

Shares1.3K

Event2026-03-31

Filed2026-05-14

ALL

ALLSTATE CORP

0.46%

Shares2.6K

Event2026-03-31

Filed2026-05-14

QLD

PROSHARES TR

0.00%

Shares8.8K

Event2026-03-31

Filed2026-05-14

UBER

UBER TECHNOLOGIES INC

58.73%

Shares7.4K

Event2026-03-31

Filed2026-05-14

BND

VANGUARD BD INDEX FDS

-3.46%

Shares7.3K

Event2026-03-31

Filed2026-05-14

RCL

ROYAL CARIBBEAN GROUP

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-14

ICE

INTERCONTINENTAL EXCHANGE IN

1.18%

Shares3.3K

Event2026-03-31

Filed2026-05-14

COMP

COMPASS INC

New

Shares71.8K

Event2026-03-31

Filed2026-05-14

COF

CAPITAL ONE FINL CORP

-2.48%

Shares2.9K

Event2026-03-31

Filed2026-05-14

ULTA

ULTA BEAUTY INC

-0.20%

Shares1.0K

Event2026-03-31

Filed2026-05-14

PEY

INVESCO EXCHANGE TRADED FD T

-0.02%

Shares24.5K

Event2026-03-31

Filed2026-05-14

SPGP

INVESCO EXCHANGE TRADED FD T

0.10%

Shares4.8K

Event2026-03-31

Filed2026-05-14

VTWO

VANGUARD SCOTTSDALE FDS

0.53%

Shares5.1K

Event2026-03-31

Filed2026-05-14

HLT

HILTON WORLDWIDE HLDGS INC

-3.52%

Shares1.7K

Event2026-03-31

Filed2026-05-14

UPS

UNITED PARCEL SVCS INC

-1.71%

Shares5.2K

Event2026-03-31

Filed2026-05-14

FORD MTR CO

-1.13%

Shares43.6K

Event2026-03-31

Filed2026-05-14

WCC

WESCO INTL INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-14

ABNB

AIRBNB INC

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-14

LINDE PLC

-0.10%

Shares1.0K

Event2026-03-31

Filed2026-05-14

SPHY

SPDR SERIES TRUST

New

Shares21.3K

Event2026-03-31

Filed2026-05-14

BNDX

VANGUARD CHARLOTTE FDS

-0.98%

Shares10.3K

Event2026-03-31

Filed2026-05-14

USA

LIBERTY ALL STAR EQUITY FD

0.58%

Shares89.1K

Event2026-03-31

Filed2026-05-14

ONESTREAM INC

0.00%

Shares20.5K

Event2026-03-31

Filed2026-05-14

TIDAL TRUST III

74.48%

Shares19.6K

Event2026-03-31

Filed2026-05-14

WDC

WESTERN DIGITAL CORP

-32.49%

Shares1.8K

Event2026-03-31

Filed2026-05-14

SEA LTD

New

Shares5.9K

Event2026-03-31

Filed2026-05-14

APOLLO GLOBAL MGMT INC

8.06%

Shares4.4K

Event2026-03-31

Filed2026-05-14

GDV

GABELLI DIVID & INCOME TR

-5.68%

Shares18.1K

Event2026-03-31

Filed2026-05-14

ROAD

CONSTRUCTION PARTNERS INC

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-14

PNC

PNC FINL SVCS GROUP INC

1.18%

Shares2.3K

Event2026-03-31

Filed2026-05-14

WMB

WILLIAMS COS INC

3.04%

Shares6.6K

Event2026-03-31

Filed2026-05-14

TMO

THERMO FISHER SCIENTIFIC INC

-0.20%

Shares977

Event2026-03-31

Filed2026-05-14

NUE

NUCOR CORP

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-14

REGN

REGENERON PHARMACEUTICALS

0.00%

Shares616

Event2026-03-31

Filed2026-05-14

SPHR

SPHERE ENTERTAINMENT CO

-1.45%

Shares4.0K

Event2026-03-31

Filed2026-05-14

DDS

DILLARDS INC

0.00%

Shares819

Event2026-03-31

Filed2026-05-14

BORR DRILLING LTD

0.00%

Shares80.0K

Event2026-03-31

Filed2026-05-14

USMV

ISHARES TR

3.31%

Shares5.0K

Event2026-03-31

Filed2026-05-14

NVO

NOVO-NORDISK A S

0.00%

Shares12.3K

Event2026-03-31

Filed2026-05-14

LHX

L3HARRIS TECHNOLOGIES INC

0.62%

Shares1.3K

Event2026-03-31

Filed2026-05-14

SGOV

ISHARES TR

0.88%

Shares4.4K

Event2026-03-31

Filed2026-05-14

QNITY ELECTRONICS INC

-2.00%

Shares3.9K

Event2026-03-31

Filed2026-05-14

DAL

DELTA AIR LINES INC

0.00%

Shares6.7K

Event2026-03-31

Filed2026-05-14

DON

WISDOMTREE TR

-0.17%

Shares8.5K

Event2026-03-31

Filed2026-05-14

ELECTRONIC ARTS INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-14

ABSI

ABSCI CORPORATION

0.00%

Shares145.8K

Event2026-03-31

Filed2026-05-14

PCG

PG&E CORP

0.02%

Shares24.5K

Event2026-03-31

Filed2026-05-14

PHILIP MORRIS INTL INC

0.74%

Shares2.6K

Event2026-03-31

Filed2026-05-14

DRAFTKINGS INC NEW

-2.23%

Shares19.8K

Event2026-03-31

Filed2026-05-14

IEMG

ISHARES INC

-3.79%

Shares6.1K

Event2026-03-31

Filed2026-05-14

RBC

RBC BEARINGS INC

0.00%

Shares783

Event2026-03-31

Filed2026-05-14

DUPONT DE NEMOURS INC

0.85%

Shares9.2K

Event2026-03-31

Filed2026-05-14

PDD

PDD HOLDINGS INC

New

Shares4.1K

Event2026-03-31

Filed2026-05-14

GRBK

GREEN BRICK PARTNERS INC

New

Shares6.5K

Event2026-03-31

Filed2026-05-14

MAS

MASCO CORP

-0.32%

Shares6.9K

Event2026-03-31

Filed2026-05-14

SPXX

NUVEEN S&P 500 DYNAMIC OVERW

New

Shares25.8K

Event2026-03-31

Filed2026-05-14

TFLO

ISHARES TR

-0.01%

Shares8.2K

Event2026-03-31

Filed2026-05-14

IWD

ISHARES TR

-0.26%

Shares1.9K

Event2026-03-31

Filed2026-05-14

PSI

INVESCO EXCHANGE TRADED FD T

-1.15%

Shares4.3K

Event2026-03-31

Filed2026-05-14

MMM

3M CO

0.04%

Shares2.8K

Event2026-03-31

Filed2026-05-14

WTRG

ESSENTIAL UTILS INC

-0.89%

Shares10.0K

Event2026-03-31

Filed2026-05-14

EDWARDS LIFESCIENCES CORP

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-14

YUM

YUM BRANDS INC

3.21%

Shares2.6K

Event2026-03-31

Filed2026-05-14

IONQ

IONQ INC

New

Shares13.7K

Event2026-03-31

Filed2026-05-14

ADEA

ADEIA INC

-15.03%

Shares16.4K

Event2026-03-31

Filed2026-05-14

LULU

LULULEMON ATHLETICA INC

-1.50%

Shares2.6K

Event2026-03-31

Filed2026-05-14

EWW

ISHARES INC

-1.19%

Shares5.2K

Event2026-03-31

Filed2026-05-14

BTO

HANCOCK JOHN FINL OPPTYS

0.00%

Shares10.8K

Event2026-03-31

Filed2026-05-14

VYM

VANGUARD WHITEHALL FDS

4.94%

Shares2.6K

Event2026-03-31

Filed2026-05-14

CHH

CHOICE HOTELS INTL INC

-4.96%

Shares3.7K

Event2026-03-31

Filed2026-05-14

EFV

ISHARES TR

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-14

TFC

TRUIST FINL CORP

1.34%

Shares8.3K

Event2026-03-31

Filed2026-05-14

RDN

RADIAN GROUP INC

0.00%

Shares11.5K

Event2026-03-31

Filed2026-05-14

XRT

SPDR SERIES TRUST

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-14

ACGL

ARCH CAP GROUP LTD

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-14

QQEW

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-14

PLTR

PALANTIR TECHNOLOGIES INC

-49.84%

Shares2.5K

Event2026-03-31

Filed2026-05-14

MLPA

GLOBAL X FDS

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-14

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-14

ALV

AUTOLIV INC

-2.93%

Shares3.4K

Event2026-03-31

Filed2026-05-14

LAMB WESTON HLDGS INC

-2.29%

Shares8.5K

Event2026-03-31

Filed2026-05-14

MDY

STATE STR SPDR S&P MIDCAP 40

-4.90%

Shares582

Event2026-03-31

Filed2026-05-14

MHO

M/I HOMES INC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-14

GPC

GENUINE PARTS CO

-0.26%

Shares3.4K

Event2026-03-31

Filed2026-05-14

BHF

BRIGHTHOUSE FINL INC

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-14

VCLT

VANGUARD SCOTTSDALE FDS

-2.22%

Shares4.7K

Event2026-03-31

Filed2026-05-14

OKE

ONEOK INC NEW

0.36%

Shares3.9K

Event2026-03-31

Filed2026-05-14

LYV

LIVE NATION ENTERTAINMENT IN

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-14

BROOKFIELD CORP

8.04%

Shares8.7K

Event2026-03-31

Filed2026-05-14

APA CORPORATION

0.48%

Shares8.2K

Event2026-03-31

Filed2026-05-14

SOUTHERN CO

-6.03%

Shares3.6K

Event2026-03-31

Filed2026-05-14

GARTNER INC

-0.95%

Shares2.2K

Event2026-03-31

Filed2026-05-14

ALK

ALASKA AIR GROUP INC

-1.05%

Shares9.4K

Event2026-03-31

Filed2026-05-14

WMS

ADVANCED DRAIN SYS INC DEL

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-14

ARISTA NETWORKS INC

6.75%

Shares2.8K

Event2026-03-31

Filed2026-05-14

RKT

ROCKET COS INC

20.28%

Shares23.8K

Event2026-03-31

Filed2026-05-14

NYT

NEW YORK TIMES CO MTN BE

-13.38%

Shares4.0K

Event2026-03-31

Filed2026-05-14

TER

TERADYNE INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

AROC

ARCHROCK INC

-13.10%

Shares9.7K

Event2026-03-31

Filed2026-05-14

DHI

D R HORTON INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-14

TMUS

T-MOBILE US INC

-7.53%

Shares1.6K

Event2026-03-31

Filed2026-05-14

DASH

DOORDASH INC

New

Shares2.2K

Event2026-03-31

Filed2026-05-14

BLACKROCK INC

0.00%

Shares344

Event2026-03-31

Filed2026-05-14

FDL

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-14

CARR

CARRIER GLOBAL CORPORATION

-1.68%

Shares5.7K

Event2026-03-31

Filed2026-05-14

GEN DIGITAL INC

0.00%

Shares17.1K

Event2026-03-31

Filed2026-05-14

NIE

VIRTUS EQUITY & CONV INCM FD

-6.04%

Shares13.7K

Event2026-03-31

Filed2026-05-14

COWZ

PACER FDS TR

10.62%

Shares5.1K

Event2026-03-31

Filed2026-05-14

PGP

PIMCO GLOBAL STOCKSPLS INCM

0.17%

Shares37.9K

Event2026-03-31

Filed2026-05-14

DOCU

DOCUSIGN INC

New

Shares6.6K

Event2026-03-31

Filed2026-05-14

BITB

BITWISE BITCOIN ETF TR

9.77%

Shares8.5K

Event2026-03-31

Filed2026-05-14

MNST

MONSTER BEVERAGE CORP NEW

6.10%

Shares4.3K

Event2026-03-31

Filed2026-05-14

FXL

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-14

ADP

AUTOMATIC DATA PROCESSING IN

0.73%

Shares1.5K

Event2026-03-31

Filed2026-05-14

LPLA

LPL FINL HLDGS INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-14

SDY

SPDR SERIES TRUST

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-14

WBD

WARNER BROS DISCOVERY INC

-2.91%

Shares11.2K

Event2026-03-31

Filed2026-05-14

MGM

MGM RESORTS INTERNATIONAL

-0.23%

Shares8.3K

Event2026-03-31

Filed2026-05-14

MGC

VANGUARD WORLD FD

3.54%

Shares1.3K

Event2026-03-31

Filed2026-05-14

WEYERHAEUSER CO

0.20%

Shares12.5K

Event2026-03-31

Filed2026-05-14

EWBC

EAST WEST BANCORP INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-14

AAMI

ACADIAN ASSET MANAGEMENT INC

-10.16%

Shares5.5K

Event2026-03-31

Filed2026-05-14

MAT

MATTEL INC

0.00%

Shares20.8K

Event2026-03-31

Filed2026-05-14

TGT

TARGET CORP

0.08%

Shares2.5K

Event2026-03-31

Filed2026-05-14

IJK

ISHARES TR

1.97%

Shares3.0K

Event2026-03-31

Filed2026-05-14

GSY

INVESCO ACTIVELY MANAGED EXC

8.82%

Shares5.9K

Event2026-03-31

Filed2026-05-14

JD.COM INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-14

FTC

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-14

NJR

NEW JERSEY RES CORP

-7.91%

Shares5.3K

Event2026-03-31

Filed2026-05-14

TE CONNECTIVITY PLC

1.39%

Shares1.4K

Event2026-03-31

Filed2026-05-14

ITA

ISHARES TR

11.56%

Shares1.3K

Event2026-03-31

Filed2026-05-14

RVTY

REVVITY INC

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-14

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

-1.26%

Shares4.7K

Event2026-03-31

Filed2026-05-14

ACCENTURE PLC IRELAND

0.98%

Shares1.4K

Event2026-03-31

Filed2026-05-14

MSGE

MADISON SQUARE GARDEN ENTMT

-0.90%

Shares4.9K

Event2026-03-31

Filed2026-05-14

IWO

ISHARES TR

-2.46%

Shares911

Event2026-03-31

Filed2026-05-14

FISERV INC

-1.02%

Shares5.1K

Event2026-03-31

Filed2026-05-14

IGF

ISHARES TR

-0.07%

Shares4.3K

Event2026-03-31

Filed2026-05-14

WHR

WHIRLPOOL CORP

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-14

ASGI

ABRDN GLOBAL INFRA INCOME FU

0.06%

Shares12.7K

Event2026-03-31

Filed2026-05-14

EFA

ISHARES TR

1.58%

Shares2.9K

Event2026-03-31

Filed2026-05-14

AZO

AUTOZONE INC

0.00%

Shares83

Event2026-03-31

Filed2026-05-14

FDS

FACTSET RESH SYS INC

-7.10%

Shares1.3K

Event2026-03-31

Filed2026-05-14

TWLO

TWILIO INC

-7.36%

Shares2.2K

Event2026-03-31

Filed2026-05-14

VCSH

VANGUARD SCOTTSDALE FDS

-0.54%

Shares3.5K

Event2026-03-31

Filed2026-05-14

ALPS ETF TR

-3.69%

Shares5.2K

Event2026-03-31

Filed2026-05-14

MORT

VANECK ETF TRUST

0.00%

Shares26.5K

Event2026-03-31

Filed2026-05-14

HYGV

FLEXSHARES TR

10.21%

Shares6.8K

Event2026-03-31

Filed2026-05-14

SOXX

ISHARES TR

0.00%

Shares823

Event2026-03-31

Filed2026-05-14

AMP

AMERIPRISE FINL INC

0.00%

Shares605

Event2026-03-31

Filed2026-05-14

LABCORP HOLDINGS INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-14

SSO

PROSHARES TR

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-14

ITW

ILLINOIS TOOL WKS INC

0.39%

Shares1.0K

Event2026-03-31

Filed2026-05-14

NXPI

NXP SEMICONDUCTORS N V

-0.44%

Shares1.4K

Event2026-03-31

Filed2026-05-14

PCAR

PACCAR INC

-1.72%

Shares2.3K

Event2026-03-31

Filed2026-05-14

SNX

TD SYNNEX CORPORATION

New

Shares1.6K

Event2026-03-31

Filed2026-05-14

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares385

Event2026-03-31

Filed2026-05-14

KBE

SPDR SERIES TRUST

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-14

ALLE

ALLEGION PLC

-3.25%

Shares1.8K

Event2026-03-31

Filed2026-05-14

PGF

INVESCO EXCHANGE TRADED FD T

0.00%

Shares18.5K

Event2026-03-31

Filed2026-05-14

AMT

AMERICAN TOWER CORP

0.34%

Shares1.5K

Event2026-03-31

Filed2026-05-14

CSQ

CALAMOS STRATEGIC TOTAL RETU

-2.07%

Shares14.8K

Event2026-03-31

Filed2026-05-14

DOLLAR GEN CORP

0.14%

Shares2.1K

Event2026-03-31

Filed2026-05-14

SNDK

SANDISK CORP

New

Shares397

Event2026-03-31

Filed2026-05-14

QXO

QXO INC

0.00%

Shares13.0K

Event2026-03-31

Filed2026-05-14

CII

BLACKROCK ENHANCED LARGE CAP

0.82%

Shares12.0K

Event2026-03-31

Filed2026-05-14

SUSL

ISHARES TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-14

SEIC

SEI INVTS CO

-2.75%

Shares3.2K

Event2026-03-31

Filed2026-05-14

EES

WISDOMTREE TR

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-14

BP PLC

New

Shares5.3K

Event2026-03-31

Filed2026-05-14

IVES

WEDBUSH SER TR

12.60%

Shares8.7K

Event2026-03-31

Filed2026-05-14

FTCS

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-14

SYY

SYSCO CORP

-0.35%

Shares3.4K

Event2026-03-31

Filed2026-05-14

MAGS

LISTED FDS TR

9.76%

Shares4.2K

Event2026-03-31

Filed2026-05-14

PRI

PRIMERICA INC

0.00%

Shares962

Event2026-03-31

Filed2026-05-14

SUSB

ISHARES TR

-35.53%

Shares9.6K

Event2026-03-31

Filed2026-05-14

SPYX

SPDR SERIES TRUST

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-14

ECL

ECOLAB INC

-0.33%

Shares901

Event2026-03-31

Filed2026-05-14

QUAD

QUAD / GRAPHICS INC

0.00%

Shares36.2K

Event2026-03-31

Filed2026-05-14

BJS WHSL CLUB HLDGS INC

-6.25%

Shares2.4K

Event2026-03-31

Filed2026-05-14

MGEE

MGE ENERGY INC

-3.61%

Shares3.0K

Event2026-03-31

Filed2026-05-14

FIS

FIDELITY NATL INFORMATION SV

-1.30%

Shares5.0K

Event2026-03-31

Filed2026-05-14

CHTR

CHARTER COMMUNICATIONS INC

-2.78%

Shares1.1K

Event2026-03-31

Filed2026-05-14

NSC

NORFOLK SOUTHN CORP

-2.17%

Shares812

Event2026-03-31

Filed2026-05-14

SLV

ISHARES SILVER TR

New

Shares3.4K

Event2026-03-31

Filed2026-05-14

ESGU

ISHARES TR

14.36%

Shares1.6K

Event2026-03-31

Filed2026-05-14

DVY

ISHARES TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-14

DLN

WISDOMTREE TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-14

IDXX

IDEXX LABS INC

0.00%

Shares409

Event2026-03-31

Filed2026-05-14

EPD

ENTERPRISE PRODS PARTNERS L

New

Shares6.0K

Event2026-03-31

Filed2026-05-14

CROWN CASTLE INC

-7.80%

Shares2.8K

Event2026-03-31

Filed2026-05-14

GWX

SPDR INDEX SHS FDS

0.00%

Shares5.4K

Event2026-03-31

Filed2026-05-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares674

Event2026-03-31

Filed2026-05-14

HDB

HDFC BANK LTD

0.00%

Shares9.1K

Event2026-03-31

Filed2026-05-14

RMT

ROYCE MICRO-CAP TR INC

0.00%

Shares19.9K

Event2026-03-31

Filed2026-05-14

AGGY

WISDOMTREE TR

-7.60%

Shares5.2K

Event2026-03-31

Filed2026-05-14

DOW

DOW HLDGS INC

New

Shares5.4K

Event2026-03-31

Filed2026-05-14

OIH

VANECK ETF TRUST

New

Shares557

Event2026-03-31

Filed2026-05-14

GSHD

GOOSEHEAD INS INC

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-14

TIDAL TRUST III

New

Shares11.7K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

SMH Put PutVANECK ETF TRUST17.8K shares8778.50%2026-03-312026-05-14

IWF Put PutISHARES TR743 sharesnew addition2026-03-312026-05-14

SMH Put

VANECK ETF TRUST

8778.50%

Shares17.8K

Event2026-03-31

Filed2026-05-14

IWF Put

ISHARES TR

New

Shares743

Event2026-03-31

Filed2026-05-14