Sponsored

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

Currently, Intentional Wealth Strategies, LLC holds 942 types of securities in its portfolio with a total value $107.4M. In the most recent quarter, they have increased their positions in N/A (+26.9K shares, valued at $16.1M), QQQM (+32.7K shares, valued at $7.8M), DYNF (+128.4K shares, valued at $7.5M); initiated new positions in N/A (+26.9K shares, valued at $16.1M), QQQM (+32.7K shares, valued at $7.8M), DYNF (+128.4K shares, valued at $7.5M).

1M P&L

-428.9K-0.46%

3M P&L

+2.4M+2.61%

HY P&L

+6.1M+7.00%

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/A67.7M

80.3%

2Consumer Electronics1.5M

1.7%

3Drug Manufacturers - General985.7K

1.2%

Top Industries by Stock Count

1N/A123 stocks

14.1%

2Software - Application31 stocks

3.5%

3Banks - Regional30 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS26.9K sharesnew addition2026-03-312026-05-06

QQQM INVESCO EXCH TRADED FD TR II32.7K sharesnew addition2026-03-312026-05-06

DYNF BLACKROCK ETF TRUST128.4K sharesnew addition2026-03-312026-05-06

BKDV BNY MELLON ETF TRUST II229.9K sharesnew addition2026-03-312026-05-06

AVEM AMERICAN CENTY ETF TR65.2K sharesnew addition2026-03-312026-05-06

THRO BLACKROCK ETF TRUST93.2K sharesnew addition2026-03-312026-05-06

QUAL ISHARES TR14.8K sharesnew addition2026-03-312026-05-06

BAI BLACKROCK ETF TRUST85.0K sharesnew addition2026-03-312026-05-06

Sponsored

INVESCO QQQ TR INVESCO QQQ TR4.5K sharesnew addition2026-03-312026-05-06

VXF VANGUARD INDEX FDS11.2K sharesnew addition2026-03-312026-05-06

ISHARES GOLD TR ISHARES GOLD TR22.9K sharesnew addition2026-03-312026-05-06

IXUS ISHARES TR21.5K sharesnew addition2026-03-312026-05-06

BINC BLACKROCK ETF TRUST II35.0K sharesnew addition2026-03-312026-05-06

HFXI NEW YORK LIFE INVESTMENTS ET52.1K sharesnew addition2026-03-312026-05-06

EFV ISHARES TR23.4K sharesnew addition2026-03-312026-05-06

HTAX NOMURA ETF TR71.1K sharesnew addition2026-03-312026-05-06

Sponsored

STIP ISHARES TR15.9K sharesnew addition2026-03-312026-05-06

MUB ISHARES TR14.5K sharesnew addition2026-03-312026-05-06

AAPL APPLE INC5.7K sharesnew addition2026-03-312026-05-06

SCHD SCHWAB STRATEGIC TR46.4K sharesnew addition2026-03-312026-05-06

SHLD GLOBAL X FDS19.1K sharesnew addition2026-03-312026-05-06

REGL PROSHARES TR10.5K sharesnew addition2026-03-312026-05-06

IEFA ISHARES TR9.8K sharesnew addition2026-03-312026-05-06

IJH ISHARES TR10.7K sharesnew addition2026-03-312026-05-06

Sponsored

AVUV AMERICAN CENTY ETF TR6.4K sharesnew addition2026-03-312026-05-06

IDV ISHARES TR16.1K sharesnew addition2026-03-312026-05-06

SIVR ABRDN SILVER ETF TRUST9.1K sharesnew addition2026-03-312026-05-06

ALPHABET INC ALPHABET INC2.1K sharesnew addition2026-03-312026-05-06

SPY STATE STR SPDR S&P 500 ETF T878 sharesnew addition2026-03-312026-05-06

FNDB SCHWAB STRATEGIC TR18.3K sharesnew addition2026-03-312026-05-06

BROADCOM INC BROADCOM INC1.6K sharesnew addition2026-03-312026-05-06

MSFT MICROSOFT CORP1.2K sharesnew addition2026-03-312026-05-06

Sponsored

JNJ JOHNSON & JOHNSON1.7K sharesnew addition2026-03-312026-05-06

JPM JPMORGAN CHASE & CO1.3K sharesnew addition2026-03-312026-05-06

BALT INNOVATOR ETFS TRUST10.7K sharesnew addition2026-03-312026-05-06

IJR ISHARES TR2.8K sharesnew addition2026-03-312026-05-06

ZMAR INNOVATOR ETFS TRUST12.7K sharesnew addition2026-03-312026-05-06

CSB VICTORY PORTFOLIOS II5.5K sharesnew addition2026-03-312026-05-06

AMZN AMAZON COM INC1.6K sharesnew addition2026-03-312026-05-06

PNOV INNOVATOR ETFS TRUST8.0K sharesnew addition2026-03-312026-05-06

Sponsored

IGSB ISHARES TR6.2K sharesnew addition2026-03-312026-05-06

BSVO EA SERIES TRUST12.5K sharesnew addition2026-03-312026-05-06

VYMI VANGUARD WHITEHALL FDS3.3K sharesnew addition2026-03-312026-05-06

BSMR INVESCO EXCH TRD SLF IDX FD13.2K sharesnew addition2026-03-312026-05-06

FBTC FIDELITY WISE ORIGIN BITCOIN4.9K sharesnew addition2026-03-312026-05-06

BSMT INVESCO EXCH TRD SLF IDX FD12.4K sharesnew addition2026-03-312026-05-06

WDC WESTERN DIGITAL CORP1.0K sharesnew addition2026-03-312026-05-06

WMT WALMART INC2.2K sharesnew addition2026-03-312026-05-06

Sponsored

ABBV ABBVIE INC1.2K sharesnew addition2026-03-312026-05-06

BSMV INVESCO EXCH TRD SLF IDX FD12.6K sharesnew addition2026-03-312026-05-06

DFIV DIMENSIONAL ETF TRUST5.0K sharesnew addition2026-03-312026-05-06

TJX TJX COS INC NEW1.5K sharesnew addition2026-03-312026-05-06

BSSX INVESCO EXCH TRD SLF IDX FD9.4K sharesnew addition2026-03-312026-05-06

DFAC DIMENSIONAL ETF TRUST6.1K sharesnew addition2026-03-312026-05-06

CRM SALESFORCE INC1.3K sharesnew addition2026-03-312026-05-06

HD HOME DEPOT INC708 sharesnew addition2026-03-312026-05-06

Sponsored

TJUL INNOVATOR ETFS TRUST7.1K sharesnew addition2026-03-312026-05-06

IBHG ISHARES TR9.4K sharesnew addition2026-03-312026-05-06

CSCO CISCO SYS INC2.6K sharesnew addition2026-03-312026-05-06

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL514 sharesnew addition2026-03-312026-05-06

CWB SPDR SERIES TRUST2.2K sharesnew addition2026-03-312026-05-06

TSM TAIWAN SEMICONDUCTOR MANUFAC586 sharesnew addition2026-03-312026-05-06

IBHF ISHARES TR8.4K sharesnew addition2026-03-312026-05-06

KEYS KEYSIGHT TECHNOLOGIES INC674 sharesnew addition2026-03-312026-05-06

Sponsored

PH PARKER-HANNIFIN CORP205 sharesnew addition2026-03-312026-05-06

V VISA INC584 sharesnew addition2026-03-312026-05-06

UNH UNITEDHEALTH GROUP INC642 sharesnew addition2026-03-312026-05-06

NVDA NVIDIA CORPORATION967 sharesnew addition2026-03-312026-05-06

TT TRANE TECHNOLOGIES PLC394 sharesnew addition2026-03-312026-05-06

MSI MOTOROLA SOLUTIONS INC364 sharesnew addition2026-03-312026-05-06

T AT&T INC5.4K sharesnew addition2026-03-312026-05-06

CVX CHEVRON CORPORATION740 sharesnew addition2026-03-312026-05-06

Sponsored

TSLA TESLA INC396 sharesnew addition2026-03-312026-05-06

MPC MARATHON PETE CORP600 sharesnew addition2026-03-312026-05-06

CB CHUBB LTD SWITZ440 sharesnew addition2026-03-312026-05-06

IBDT ISHARES TR5.6K sharesnew addition2026-03-312026-05-06

IBDU ISHARES TR6.1K sharesnew addition2026-03-312026-05-06

VTI VANGUARD INDEX FDS423 sharesnew addition2026-03-312026-05-06

ALL ALLSTATE CORP649 sharesnew addition2026-03-312026-05-06

EQIX EQUINIX INC135 sharesnew addition2026-03-312026-05-06

Sponsored

FANG DIAMONDBACK ENERGY INC668 sharesnew addition2026-03-312026-05-06

RY ROYAL BK CDA801 sharesnew addition2026-03-312026-05-06

HAL HALLIBURTON CO3.3K sharesnew addition2026-03-312026-05-06

IBDS ISHARES TR5.2K sharesnew addition2026-03-312026-05-06

IBDW ISHARES TR6.0K sharesnew addition2026-03-312026-05-06

IBDV ISHARES TR5.7K sharesnew addition2026-03-312026-05-06

ICE INTERCONTINENTAL EXCHANGE IN794 sharesnew addition2026-03-312026-05-06

IBDX ISHARES TR4.9K sharesnew addition2026-03-312026-05-06

Sponsored

VENU VENU HLDG CORP37.5K sharesnew addition2026-03-312026-05-06

XOM EXXON MOBIL CORP727 sharesnew addition2026-03-312026-05-06

EATON CORP PLC EATON CORP PLC339 sharesnew addition2026-03-312026-05-06

SYF SYNCHRONY FINANCIAL1.8K sharesnew addition2026-03-312026-05-06

META META PLATFORMS INC207 sharesnew addition2026-03-312026-05-06

IBDR ISHARES TR4.8K sharesnew addition2026-03-312026-05-06

MU MICRON TECHNOLOGY INC344 sharesnew addition2026-03-312026-05-06

EME EMCOR GROUP INC157 sharesnew addition2026-03-312026-05-06

Sponsored

HDV ISHARES TR848 sharesnew addition2026-03-312026-05-06

UNP UNION PAC CORP471 sharesnew addition2026-03-312026-05-06

VALE VALE S A6.9K sharesnew addition2026-03-312026-05-06

ALPHABET INC ALPHABET INC381 sharesnew addition2026-03-312026-05-06

FLCO FRANKLIN TEMPLETON ETF TR4.8K sharesnew addition2026-03-312026-05-06

VNQ VANGUARD INDEX FDS1.2K sharesnew addition2026-03-312026-05-06

FLCB FRANKLIN TEMPLETON ETF TR4.7K sharesnew addition2026-03-312026-05-06

FNDA SCHWAB STRATEGIC TR3.1K sharesnew addition2026-03-312026-05-06

Sponsored

EBAY EBAY INC.1.1K sharesnew addition2026-03-312026-05-06

CITIGROUP INC CITIGROUP INC863 sharesnew addition2026-03-312026-05-06

GPIQ GOLDMAN SACHS ETF TR2.0K sharesnew addition2026-03-312026-05-06

GPIX GOLDMAN SACHS ETF TR1.9K sharesnew addition2026-03-312026-05-06

CME CME GROUP INC316 sharesnew addition2026-03-312026-05-06

ASML ASML HLDG NV69 sharesnew addition2026-03-312026-05-06

BPOP POPULAR INC671 sharesnew addition2026-03-312026-05-06

NKE NIKE INC1.7K sharesnew addition2026-03-312026-05-06

Sponsored

NXPI NXP SEMICONDUCTORS N V446 sharesnew addition2026-03-312026-05-06

LHX L3HARRIS TECHNOLOGIES INC249 sharesnew addition2026-03-312026-05-06

MA MASTERCARD INCORPORATED170 sharesnew addition2026-03-312026-05-06

IBDY ISHARES TR3.2K sharesnew addition2026-03-312026-05-06

IVZ INVESCO LTD3.4K sharesnew addition2026-03-312026-05-06

IBM INTERNATIONAL BUSINESS MACHS331 sharesnew addition2026-03-312026-05-06

AMGN AMGEN INC227 sharesnew addition2026-03-312026-05-06

IQV IQVIA HLDGS INC466 sharesnew addition2026-03-312026-05-06

Sponsored

VRT VERTIV HOLDINGS CO315 sharesnew addition2026-03-312026-05-06

BSJQ INVESCO EXCH TRD SLF IDX FD3.4K sharesnew addition2026-03-312026-05-06

WELL WELLTOWER INC395 sharesnew addition2026-03-312026-05-06

SBUX STARBUCKS CORP861 sharesnew addition2026-03-312026-05-06

LAM RESEARCH CORP LAM RESEARCH CORP356 sharesnew addition2026-03-312026-05-06

PLTR PALANTIR TECHNOLOGIES INC511 sharesnew addition2026-03-312026-05-06

VTIP VANGUARD MALVERN FDS1.5K sharesnew addition2026-03-312026-05-06

HON HONEYWELL INTL INC326 sharesnew addition2026-03-312026-05-06

Sponsored

GILD GILEAD SCIENCES INC523 sharesnew addition2026-03-312026-05-06

KO COCA COLA CO931 sharesnew addition2026-03-312026-05-06

MERCK & CO INC MERCK & CO INC571 sharesnew addition2026-03-312026-05-06

MS MORGAN STANLEY417 sharesnew addition2026-03-312026-05-06

GRMN GARMIN LTD293 sharesnew addition2026-03-312026-05-06

HSBC HSBC HLDGS PLC821 sharesnew addition2026-03-312026-05-06

BSJR INVESCO EXCH TRD SLF IDX FD3.0K sharesnew addition2026-03-312026-05-06

RYN RAYONIER INC3.2K sharesnew addition2026-03-312026-05-06

Sponsored

APD AIR PRODUCTS AND CHEMICALS I223 sharesnew addition2026-03-312026-05-06

EXPE EXPEDIA GROUP INC271 sharesnew addition2026-03-312026-05-06

OKE ONEOK INC NEW689 sharesnew addition2026-03-312026-05-06

CAT CATERPILLAR INC87 sharesnew addition2026-03-312026-05-06

LQD ISHARES TR560 sharesnew addition2026-03-312026-05-06

BDX BECTON DICKINSON & CO386 sharesnew addition2026-03-312026-05-06

TPR TAPESTRY INC427 sharesnew addition2026-03-312026-05-06

IOT SAMSARA INC1.8K sharesnew addition2026-03-312026-05-06

Sponsored

BBY BEST BUY INC900 sharesnew addition2026-03-312026-05-06

AWK AMERICAN WTR WKS CO INC NEW415 sharesnew addition2026-03-312026-05-06

NET CLOUDFLARE INC270 sharesnew addition2026-03-312026-05-06

CBRE CBRE GROUP INC402 sharesnew addition2026-03-312026-05-06

AMD ADVANCED MICRO DEVICES INC267 sharesnew addition2026-03-312026-05-06

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC533 sharesnew addition2026-03-312026-05-06

SMG SCOTTS MIRACLE-GRO CO868 sharesnew addition2026-03-312026-05-06

SCHV SCHWAB STRATEGIC TR1.7K sharesnew addition2026-03-312026-05-06

Sponsored

VZ VERIZON COMMUNICATIONS INC1.0K sharesnew addition2026-03-312026-05-06

USB US BANCORP983 sharesnew addition2026-03-312026-05-06

AGQI FIRST TR EXCHNG TRADED FD VI2.9K sharesnew addition2026-03-312026-05-06

HUBS HUBSPOT INC201 sharesnew addition2026-03-312026-05-06

VIG VANGUARD SPECIALIZED FUNDS228 sharesnew addition2026-03-312026-05-06

IVV ISHARES TR73 sharesnew addition2026-03-312026-05-06

BBVA BANCO BILBAO VIZCAYA ARGENTA2.1K sharesnew addition2026-03-312026-05-06

NEM NEWMONT CORP425 sharesnew addition2026-03-312026-05-06

Sponsored

COST COSTCO WHOLESALE CORPORATION46 sharesnew addition2026-03-312026-05-06

E ENI SPA799 sharesnew addition2026-03-312026-05-06

JCI JOHNSON CONTROLS INTERNATION341 sharesnew addition2026-03-312026-05-06

SII SPROTT INC307 sharesnew addition2026-03-312026-05-06

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND221 sharesnew addition2026-03-312026-05-06

PHM PULTE GROUP INC370 sharesnew addition2026-03-312026-05-06

TER TERADYNE INC145 sharesnew addition2026-03-312026-05-06

SHW SHERWIN WILLIAMS CO133 sharesnew addition2026-03-312026-05-06

Sponsored

PG PROCTER & GAMBLE CO294 sharesnew addition2026-03-312026-05-06

ADI ANALOG DEVICES INC133 sharesnew addition2026-03-312026-05-06

MEDTRONIC PLC MEDTRONIC PLC485 sharesnew addition2026-03-312026-05-06

NOW SERVICENOW INC395 sharesnew addition2026-03-312026-05-06

BSJS INVESCO EXCH TRD SLF IDX FD1.9K sharesnew addition2026-03-312026-05-06

BSCV INVESCO EXCH TRD SLF IDX FD2.5K sharesnew addition2026-03-312026-05-06

BSCU INVESCO EXCH TRD SLF IDX FD2.4K sharesnew addition2026-03-312026-05-06

SYM SYMBOTIC INC749 sharesnew addition2026-03-312026-05-06

Sponsored

INTC INTEL CORP890 sharesnew addition2026-03-312026-05-06

CX CEMEX SA EURO MTN BE 144A3.4K sharesnew addition2026-03-312026-05-06

LSCC LATTICE SEMICONDUCTOR CORP413 sharesnew addition2026-03-312026-05-06

RTX RTX CORPORATION197 sharesnew addition2026-03-312026-05-06

PATH UIPATH INC3.4K sharesnew addition2026-03-312026-05-06

PFE PFIZER INC1.3K sharesnew addition2026-03-312026-05-06

BSCT INVESCO EXCH TRD SLF IDX FD2.0K sharesnew addition2026-03-312026-05-06

BMY BRISTOL-MYERS SQUIBB CO615 sharesnew addition2026-03-312026-05-06

Sponsored

ERIC TELEFONAKTIEBOLAGET LM ERICS3.3K sharesnew addition2026-03-312026-05-06

HCA HCA HEALTHCARE INC78 sharesnew addition2026-03-312026-05-06

SNOW SNOWFLAKE INC243 sharesnew addition2026-03-312026-05-06

IVE ISHARES TR172 sharesnew addition2026-03-312026-05-06

BIIB BIOGEN INC198 sharesnew addition2026-03-312026-05-06

AI C3 AI INC4.3K sharesnew addition2026-03-312026-05-06

EEM ISHARES TR630 sharesnew addition2026-03-312026-05-06

EQNR EQUINOR ASA835 sharesnew addition2026-03-312026-05-06

Sponsored

TD TORONTO DOMINION BK ONT376 sharesnew addition2026-03-312026-05-06

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC359 sharesnew addition2026-03-312026-05-06

LOW LOWES COS INC147 sharesnew addition2026-03-312026-05-06

FOXA FOX CORP591 sharesnew addition2026-03-312026-05-06

PDI PIMCO DYNAMIC INCOME FD2.0K sharesnew addition2026-03-312026-05-06

SNPS SYNOPSYS INC86 sharesnew addition2026-03-312026-05-06

GTLB GITLAB INC1.6K sharesnew addition2026-03-312026-05-06

YUMC YUM CHINA HLDGS INC692 sharesnew addition2026-03-312026-05-06

Sponsored

TWLO TWILIO INC267 sharesnew addition2026-03-312026-05-06

CTSH COGNIZANT TECHNOLOGY SOLUTIO536 sharesnew addition2026-03-312026-05-06

ORCL ORACLE CORP221 sharesnew addition2026-03-312026-05-06

TMO THERMO FISHER SCIENTIFIC INC66 sharesnew addition2026-03-312026-05-06

AEP AMERICAN ELEC PWR CO INC245 sharesnew addition2026-03-312026-05-06

EFXT ENERFLEX LTD1.5K sharesnew addition2026-03-312026-05-06

BLACKROCK INC BLACKROCK INC33 sharesnew addition2026-03-312026-05-06

MO ALTRIA GROUP INC474 sharesnew addition2026-03-312026-05-06

Sponsored

ADBE ADOBE INC127 sharesnew addition2026-03-312026-05-06

VT VANGUARD INTL EQUITY INDEX F223 sharesnew addition2026-03-312026-05-06

MDB MONGODB INC123 sharesnew addition2026-03-312026-05-06

BLDR BUILDERS FIRSTSOURCE INC363 sharesnew addition2026-03-312026-05-06

MCD MCDONALDS CORP96 sharesnew addition2026-03-312026-05-06

SAP SAP SE174 sharesnew addition2026-03-312026-05-06

SOUN SOUNDHOUND AI INC4.3K sharesnew addition2026-03-312026-05-06

PM PHILIP MORRIS INTL INC179 sharesnew addition2026-03-312026-05-06

Sponsored

NTRS NORTHERN TR CORP210 sharesnew addition2026-03-312026-05-06

NFLX NETFLIX INC.304 sharesnew addition2026-03-312026-05-06

BAC BANK AMERICA CORP590 sharesnew addition2026-03-312026-05-06

CIEN CIENA CORP74 sharesnew addition2026-03-312026-05-06

QCOM QUALCOMM INC221 sharesnew addition2026-03-312026-05-06

DLR DIGITAL RLTY TR INC156 sharesnew addition2026-03-312026-05-06

GM GENERAL MTRS CO375 sharesnew addition2026-03-312026-05-06

ZAUG INNOVATOR ETFS TRUST1.0K sharesnew addition2026-03-312026-05-06

Sponsored

BSCX INVESCO EXCH TRD SLF IDX FD1.3K sharesnew addition2026-03-312026-05-06

BSCY INVESCO EXCH TRD SLF IDX FD1.3K sharesnew addition2026-03-312026-05-06

BSCW INVESCO EXCH TRD SLF IDX FD1.3K sharesnew addition2026-03-312026-05-06

BSCS INVESCO EXCH TRD SLF IDX FD1.3K sharesnew addition2026-03-312026-05-06

BSCR INVESCO EXCH TRD SLF IDX FD1.4K sharesnew addition2026-03-312026-05-06

BABA ALIBABA GROUP HLDG LTD215 sharesnew addition2026-03-312026-05-06

AMAT APPLIED MATLS INC78 sharesnew addition2026-03-312026-05-06

TNL TRAVEL PLUS LEISURE CO376 sharesnew addition2026-03-312026-05-06

Sponsored

PLD PROLOGIS INC.195 sharesnew addition2026-03-312026-05-06

NEE NEXTERA ENERGY INC275 sharesnew addition2026-03-312026-05-06

SNDA SONIDA SENIOR LIVING INC789 sharesnew addition2026-03-312026-05-06

BKNG BOOKING HOLDINGS INC6 sharesnew addition2026-03-312026-05-06

J JACOBS SOLUTIONS INC198 sharesnew addition2026-03-312026-05-06

KLAC KLA CORP17 sharesnew addition2026-03-312026-05-06

FDX FEDEX CORP70 sharesnew addition2026-03-312026-05-06

BSMS INVESCO EXCH TRD SLF IDX FD1.0K sharesnew addition2026-03-312026-05-06

Sponsored

BSMQ INVESCO EXCH TRD SLF IDX FD1.0K sharesnew addition2026-03-312026-05-06

SHOP SHOPIFY INC205 sharesnew addition2026-03-312026-05-06

ABNB AIRBNB INC192 sharesnew addition2026-03-312026-05-06

SPGI S&P GLOBAL INC57 sharesnew addition2026-03-312026-05-06

VTR VENTAS INC293 sharesnew addition2026-03-312026-05-06

PSTG EVERPURE INC405 sharesnew addition2026-03-312026-05-06

MCHP MICROCHIP TECHNOLOGY INC.369 sharesnew addition2026-03-312026-05-06

INMU BLACKROCK ETF TRUST II986 sharesnew addition2026-03-312026-05-06

Sponsored

A AGILENT TECHNOLOGIES INC205 sharesnew addition2026-03-312026-05-06

ARISTA NETWORKS INC ARISTA NETWORKS INC189 sharesnew addition2026-03-312026-05-06

FDS FACTSET RESH SYS INC106 sharesnew addition2026-03-312026-05-06

NTRA NATERA INC115 sharesnew addition2026-03-312026-05-06

TPL TEXAS PACIFIC LAND CORPORATI48 sharesnew addition2026-03-312026-05-06

HIG HARTFORD INSURANCE GROUP INC168 sharesnew addition2026-03-312026-05-06

ASTRAZENECA PLC ASTRAZENECA PLC115 sharesnew addition2026-03-312026-05-06

CL COLGATE PALMOLIVE CO264 sharesnew addition2026-03-312026-05-06

Sponsored

MGA MAGNA INTL INC400 sharesnew addition2026-03-312026-05-06

FHI FEDERATED HERMES INC393 sharesnew addition2026-03-312026-05-06

DVN DEVON ENERGY CORP NEW442 sharesnew addition2026-03-312026-05-06

NVS NOVARTIS AG145 sharesnew addition2026-03-312026-05-06

DLTR DOLLAR TREE INC201 sharesnew addition2026-03-312026-05-06

QINT AMERICAN CENTY ETF TR336 sharesnew addition2026-03-312026-05-06

DAL DELTA AIR LINES INC328 sharesnew addition2026-03-312026-05-06

EW EDWARDS LIFESCIENCES CORP269 sharesnew addition2026-03-312026-05-06

Sponsored

SEI SOLARIS ENERGY INFRAS INC380 sharesnew addition2026-03-312026-05-06

STERIS PLC STERIS PLC97 sharesnew addition2026-03-312026-05-06

AUPH AURINIA PHARMACEUTICALS INC1.4K sharesnew addition2026-03-312026-05-06

KGC KINROSS GOLD CORP694 sharesnew addition2026-03-312026-05-06

GNL GLOBAL NET LEASE INC2.2K sharesnew addition2026-03-312026-05-06

BSCQ INVESCO EXCH TRD SLF IDX FD1.1K sharesnew addition2026-03-312026-05-06

LDOS LEIDOS HOLDINGS INC132 sharesnew addition2026-03-312026-05-06

SHYG ISHARES TR485 sharesnew addition2026-03-312026-05-06

Sponsored

WFC WELLS FARGO & CO256 sharesnew addition2026-03-312026-05-06

NVT NVENT ELEC PLC172 sharesnew addition2026-03-312026-05-06

NTAP NETAPP INC198 sharesnew addition2026-03-312026-05-06

TDI TOUCHSTONE ETF TRUST487 sharesnew addition2026-03-312026-05-06

FIS FIDELITY NATL INFORMATION SV427 sharesnew addition2026-03-312026-05-06

BP BP PLC421 sharesnew addition2026-03-312026-05-06

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL40 sharesnew addition2026-03-312026-05-06

INDIVIOR PHARMACEUTICALS INC INDIVIOR PHARMACEUTICALS INC623 sharesnew addition2026-03-312026-05-06

Sponsored

CCK CROWN HLDGS INC189 sharesnew addition2026-03-312026-05-06

LVS LAS VEGAS SANDS CORP351 sharesnew addition2026-03-312026-05-06

VEU VANGUARD INTL EQUITY INDEX F250 sharesnew addition2026-03-312026-05-06

NATWEST GROUP PLC NATWEST GROUP PLC1.3K sharesnew addition2026-03-312026-05-06

GLD SPDR GOLD TR43 sharesnew addition2026-03-312026-05-06

FSM FORTUNA MNG CORP1.9K sharesnew addition2026-03-312026-05-06

CDNS CADENCE DESIGN SYSTEM INC65 sharesnew addition2026-03-312026-05-06

ISHARES TR ISHARES TR538 sharesnew addition2026-03-312026-05-06

Sponsored

PBR PETROLEO BRASILEIRO S A866 sharesnew addition2026-03-312026-05-06

RYAAY RYANAIR HOLDINGS PLC308 sharesnew addition2026-03-312026-05-06

INTU INTUIT41 sharesnew addition2026-03-312026-05-06

SLB SLB LIMITED344 sharesnew addition2026-03-312026-05-06

NXT NEXTPOWER INC146 sharesnew addition2026-03-312026-05-06

JBL JABIL INC66 sharesnew addition2026-03-312026-05-06

LLY ELI LILLY & CO19 sharesnew addition2026-03-312026-05-06

ABT ABBOTT LABORATORIES169 sharesnew addition2026-03-312026-05-06

Sponsored

EOG EOG RES INC119 sharesnew addition2026-03-312026-05-06

IBHH ISHARES TR731 sharesnew addition2026-03-312026-05-06

LINDE PLC LINDE PLC34 sharesnew addition2026-03-312026-05-06

APA CORPORATION APA CORPORATION395 sharesnew addition2026-03-312026-05-06

JLL JONES LANG LASALLE INC55 sharesnew addition2026-03-312026-05-06

BBDO BANCO BRADESCO S A5.0K sharesnew addition2026-03-312026-05-06

CHRW C H ROBINSON WORLDWIDE IN99 sharesnew addition2026-03-312026-05-06

MPWR MONOLITHIC PWR SYS INC15 sharesnew addition2026-03-312026-05-06

Sponsored

CRVL CORVEL CORP300 sharesnew addition2026-03-312026-05-06

TIMB TIM S A616 sharesnew addition2026-03-312026-05-06

MSTR STRATEGY INC130 sharesnew addition2026-03-312026-05-06

EL LAUDER ESTEE COS INC223 sharesnew addition2026-03-312026-05-06

VIV TELEFONICA BRASIL SA1.0K sharesnew addition2026-03-312026-05-06

UAL UNITED AIRLS HLDGS INC170 sharesnew addition2026-03-312026-05-06

SEIC SEI INVTS CO199 sharesnew addition2026-03-312026-05-06

USFD US FOODS HLDG CORP165 sharesnew addition2026-03-312026-05-06

Sponsored

TTWO TAKE-TWO INTERACTIVE SOFTWAR77 sharesnew addition2026-03-312026-05-06

LH LABCORP HOLDINGS INC57 sharesnew addition2026-03-312026-05-06

MCY MERCURY GENL CORP NEW170 sharesnew addition2026-03-312026-05-06

WAT WATERS CORP50 sharesnew addition2026-03-312026-05-06

PYPL PAYPAL HLDGS INC329 sharesnew addition2026-03-312026-05-06

VRSN VERISIGN INC59 sharesnew addition2026-03-312026-05-06

O REALTY INCOME CORP236 sharesnew addition2026-03-312026-05-06

CVS CVS HEALTH CORP201 sharesnew addition2026-03-312026-05-06

Sponsored

VODAFONE GROUP PLC VODAFONE GROUP PLC946 sharesnew addition2026-03-312026-05-06

IBTK ISHARES TR719 sharesnew addition2026-03-312026-05-06

IBTL ISHARES TR693 sharesnew addition2026-03-312026-05-06

IBTJ ISHARES TR647 sharesnew addition2026-03-312026-05-06

IBTM ISHARES TR616 sharesnew addition2026-03-312026-05-06

DRI DARDEN RESTAURANTS INC72 sharesnew addition2026-03-312026-05-06

RELX RELX PLC425 sharesnew addition2026-03-312026-05-06

FMS FRESENIUS MEDICAL CARE AG617 sharesnew addition2026-03-312026-05-06

Sponsored

DGRW WISDOMTREE TR158 sharesnew addition2026-03-312026-05-06

VO VANGUARD INDEX FDS48 sharesnew addition2026-03-312026-05-06

DHI D R HORTON INC100 sharesnew addition2026-03-312026-05-06

MNBD ALPS ETF TR530 sharesnew addition2026-03-312026-05-06

RBC RBC BEARINGS INC25 sharesnew addition2026-03-312026-05-06

TTC TORO CO144 sharesnew addition2026-03-312026-05-06

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP39 sharesnew addition2026-03-312026-05-06

IDCC INTERDIGITAL INC44 sharesnew addition2026-03-312026-05-06

Sponsored

SLV ISHARES SILVER TR192 sharesnew addition2026-03-312026-05-06

VEA VANGUARD TAX-MANAGED FDS201 sharesnew addition2026-03-312026-05-06

ZM ZOOM COMMUNICATIONS INC160 sharesnew addition2026-03-312026-05-06

VLO VALERO ENERGY CORP52 sharesnew addition2026-03-312026-05-06

ENB ENBRIDGE INC236 sharesnew addition2026-03-312026-05-06

DXCM DEXCOM INC202 sharesnew addition2026-03-312026-05-06

ASX ASE TECHNOLOGY HLDG CO LTD583 sharesnew addition2026-03-312026-05-06

HP INC HP INC656 sharesnew addition2026-03-312026-05-06

Sponsored

HUBBELL INC HUBBELL INC25 sharesnew addition2026-03-312026-05-06

XLE SELECT SECTOR SPDR TR200 sharesnew addition2026-03-312026-05-06

ILMN ILLUMINA INC99 sharesnew addition2026-03-312026-05-06

AA ALCOA CORP181 sharesnew addition2026-03-312026-05-06

KTOS KRATOS DEFENSE & SEC SOLUTIO168 sharesnew addition2026-03-312026-05-06

GS GOLDMAN SACHS GROUP INC14 sharesnew addition2026-03-312026-05-06

F FORD MTR CO1.0K sharesnew addition2026-03-312026-05-06

WB WEIBO CORP1.3K sharesnew addition2026-03-312026-05-06

Sponsored

ROP ROPER TECHNOLOGIES INC33 sharesnew addition2026-03-312026-05-06

NEU NEWMARKET CORP18 sharesnew addition2026-03-312026-05-06

LMT LOCKHEED MARTIN CORP19 sharesnew addition2026-03-312026-05-06

KR KROGER CO158 sharesnew addition2026-03-312026-05-06

GCT GIGACLOUD TECHNOLOGY INC251 sharesnew addition2026-03-312026-05-06

TRV TRAVELERS COMPANIES INC39 sharesnew addition2026-03-312026-05-06

MTZ MASTEC INC35 sharesnew addition2026-03-312026-05-06

BFH BREAD FINANCIAL HOLDINGS INC150 sharesnew addition2026-03-312026-05-06

Sponsored

DFEN DIREXION SHARES ETF TRUST178 sharesnew addition2026-03-312026-05-06

FET FORUM ENERGY TECHNOLOGIES IN191 sharesnew addition2026-03-312026-05-06

TOTALENERGIES SE TOTALENERGIES SE123 sharesnew addition2026-03-312026-05-06

SONY SONY GROUP CORP539 sharesnew addition2026-03-312026-05-06

HMC HONDA MOTOR CO LTD458 sharesnew addition2026-03-312026-05-06

NTB BANK OF N T BUTTERFIELD & SO212 sharesnew addition2026-03-312026-05-06

STC STEWART INFORMATION SVCS COR180 sharesnew addition2026-03-312026-05-06

ADM ARCHER DANIELS MIDLAND CO151 sharesnew addition2026-03-312026-05-06

Sponsored

FAST FASTENAL CO236 sharesnew addition2026-03-312026-05-06

AZZ AZZ INC87 sharesnew addition2026-03-312026-05-06

SHEL SHELL PLC117 sharesnew addition2026-03-312026-05-06

COIN COINBASE GLOBAL INC62 sharesnew addition2026-03-312026-05-06

LAUR LAUREATE ED INC305 sharesnew addition2026-03-312026-05-06

BWA BORGWARNER INC194 sharesnew addition2026-03-312026-05-06

FLR FLUOR CORP224 sharesnew addition2026-03-312026-05-06

SKM SK TELECOM CO LTD353 sharesnew addition2026-03-312026-05-06

Sponsored

THFF FIRST FINANCIAL CORPORATION162 sharesnew addition2026-03-312026-05-06

AJG GALLAGHER ARTHUR J & CO47 sharesnew addition2026-03-312026-05-06

DBD DIEBOLD NIXDORF INC134 sharesnew addition2026-03-312026-05-06

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY127 sharesnew addition2026-03-312026-05-06

BHC BAUSCH HEALTH COS INC1.8K sharesnew addition2026-03-312026-05-06

OMAB GRUPO AEROPORTUARIO DEL CENT86 sharesnew addition2026-03-312026-05-06

CTVA CORTEVA INC113 sharesnew addition2026-03-312026-05-06

SCHW SCHWAB CHARLES CORP100 sharesnew addition2026-03-312026-05-06

Sponsored

CMCSA COMCAST CORP NEW327 sharesnew addition2026-03-312026-05-06

NVO NOVO-NORDISK A S253 sharesnew addition2026-03-312026-05-06

EYLD CAMBRIA ETF TR224 sharesnew addition2026-03-312026-05-06

LTH LIFE TIME GROUP HOLDINGS INC344 sharesnew addition2026-03-312026-05-06

SU SUNCOR ENERGY INC NEW140 sharesnew addition2026-03-312026-05-06

NXST NEXSTAR MEDIA GROUP INC51 sharesnew addition2026-03-312026-05-06

PTCT PTC THERAPEUTICS INC135 sharesnew addition2026-03-312026-05-06

IWM ISHARES TR37 sharesnew addition2026-03-312026-05-06

Sponsored

JAZZ JAZZ PHARMACEUTICALS PLC48 sharesnew addition2026-03-312026-05-06

APTIV PLC APTIV PLC129 sharesnew addition2026-03-312026-05-06

XMTR XOMETRY INC219 sharesnew addition2026-03-312026-05-06

LYG LLOYDS BANKING GROUP PLC1.8K sharesnew addition2026-03-312026-05-06

EXEL EXELIXIS INC207 sharesnew addition2026-03-312026-05-06

MKC MCCORMICK & CO INC175 sharesnew addition2026-03-312026-05-06

CALF PACER FDS TR196 sharesnew addition2026-03-312026-05-06

MLI MUELLER INDS INC79 sharesnew addition2026-03-312026-05-06

Sponsored

MD PEDIATRIX MEDICAL GROUP INC409 sharesnew addition2026-03-312026-05-06

GEV GE VERNOVA INC10 sharesnew addition2026-03-312026-05-06

MDLZ MONDELEZ INTL INC151 sharesnew addition2026-03-312026-05-06

PEP PEPSICO INC56 sharesnew addition2026-03-312026-05-06

MNST MONSTER BEVERAGE CORP NEW120 sharesnew addition2026-03-312026-05-06

ENS ENERSYS50 sharesnew addition2026-03-312026-05-06

CMI CUMMINS INC16 sharesnew addition2026-03-312026-05-06

ISRG INTUITIVE SURGICAL INC18 sharesnew addition2026-03-312026-05-06

Sponsored

UPS UNITED PARCEL SVCS INC84 sharesnew addition2026-03-312026-05-06

BHP BHP BILLITON LIMITED111 sharesnew addition2026-03-312026-05-06

TOL TOLL BROTHERS INC59 sharesnew addition2026-03-312026-05-06

VRTX VERTEX PHARMACEUTICALS INC18 sharesnew addition2026-03-312026-05-06

DDS DILLARDS INC14 sharesnew addition2026-03-312026-05-06

MUFG MITSUBISHI UFJ FINANCIAL GRO461 sharesnew addition2026-03-312026-05-06

MTG MGIC INVT CORP WIS297 sharesnew addition2026-03-312026-05-06

HCSG HEALTHCARE SVCS GROUP INC419 sharesnew addition2026-03-312026-05-06

Sponsored

THC TENET HEALTHCARE CORP41 sharesnew addition2026-03-312026-05-06

XSVM INVESCO EXCHANGE TRADED FD T128 sharesnew addition2026-03-312026-05-06

CSL CARLISLE COS INC23 sharesnew addition2026-03-312026-05-06

HRL HORMEL FOODS CORP338 sharesnew addition2026-03-312026-05-06

CTAS CINTAS CORP45 sharesnew addition2026-03-312026-05-06

MYE MYERS INDS INC354 sharesnew addition2026-03-312026-05-06

MCRI MONARCH CASINO & RESORT INC78 sharesnew addition2026-03-312026-05-06

IBIT ISHARES BITCOIN TRUST ETF190 sharesnew addition2026-03-312026-05-06

Sponsored

PBYI PUMA BIOTECHNOLOGY INC1.1K sharesnew addition2026-03-312026-05-06

VWO VANGUARD INTL EQUITY INDEX F133 sharesnew addition2026-03-312026-05-06

TCMD TACTILE SYS TECHNOLOGY INC275 sharesnew addition2026-03-312026-05-06

STT STATE STR CORP56 sharesnew addition2026-03-312026-05-06

ING ING GROEP N.V.270 sharesnew addition2026-03-312026-05-06

ORLY OREILLY AUTOMOTIVE INC76 sharesnew addition2026-03-312026-05-06

XSMO INVESCO EXCHANGE TRADED FD T92 sharesnew addition2026-03-312026-05-06

HEI HEICO CORP NEW25 sharesnew addition2026-03-312026-05-06

Sponsored

ONON ON HLDG AG200 sharesnew addition2026-03-312026-05-06

GLW CORNING INC50 sharesnew addition2026-03-312026-05-06

RSG REPUBLIC SVCS INC31 sharesnew addition2026-03-312026-05-06

TXRH TEXAS ROADHOUSE INC41 sharesnew addition2026-03-312026-05-06

PLPC PREFORMED LINE PRODS CO25 sharesnew addition2026-03-312026-05-06

ECL ECOLAB INC25 sharesnew addition2026-03-312026-05-06

IMO IMPERIAL OIL LTD50 sharesnew addition2026-03-312026-05-06

KHC KRAFT HEINZ CO288 sharesnew addition2026-03-312026-05-06

Sponsored

CEG CONSTELLATION ENERGY CORP23 sharesnew addition2026-03-312026-05-06

HST HOST HOTELS & RESORTS INC334 sharesnew addition2026-03-312026-05-06

RS RELIANCE INC21 sharesnew addition2026-03-312026-05-06

FLEX FLEXTRONICS INTL LTD96 sharesnew addition2026-03-312026-05-06

DIS DISNEY WALT CO65 sharesnew addition2026-03-312026-05-06

SAN BANCO SANTANDER SA555 sharesnew addition2026-03-312026-05-06

IDXX IDEXX LABS INC11 sharesnew addition2026-03-312026-05-06

WBD WARNER BROS DISCOVERY INC224 sharesnew addition2026-03-312026-05-06

Sponsored

USMV ISHARES TR66 sharesnew addition2026-03-312026-05-06

PIEQ PRINCIPAL EXCHANGE TRADED FD177 sharesnew addition2026-03-312026-05-06

BSX BOSTON SCIENTIFIC CORP95 sharesnew addition2026-03-312026-05-06

AXON AXON ENTERPRISE INC14 sharesnew addition2026-03-312026-05-06

RBRK RUBRIK INC.121 sharesnew addition2026-03-312026-05-06

THE CIGNA GROUP THE CIGNA GROUP22 sharesnew addition2026-03-312026-05-06

AMT AMERICAN TOWER CORP34 sharesnew addition2026-03-312026-05-06

BK BANK NEW YORK MELLON CORP49 sharesnew addition2026-03-312026-05-06

Sponsored

AMG AFFILIATED MANAGERS GROUP21 sharesnew addition2026-03-312026-05-06

RACE FERRARI N V17 sharesnew addition2026-03-312026-05-06

SENEA SENECA FOODS CORP NEW38 sharesnew addition2026-03-312026-05-06

PUK PRUDENTIAL PLC202 sharesnew addition2026-03-312026-05-06

SNDK SANDISK CORP9 sharesnew addition2026-03-312026-05-06

ADP AUTOMATIC DATA PROCESSING IN28 sharesnew addition2026-03-312026-05-06

TBLA TABOOLA.COM LTD1.8K sharesnew addition2026-03-312026-05-06

CUSHMAN AND WAKEFIELD LTD CUSHMAN AND WAKEFIELD LTD463 sharesnew addition2026-03-312026-05-06

Sponsored

RDDT REDDIT INC42 sharesnew addition2026-03-312026-05-06

CHIPMOS TECHNOLOGIES INC CHIPMOS TECHNOLOGIES INC158 sharesnew addition2026-03-312026-05-06

SIRIUSPOINT LTD SIRIUSPOINT LTD262 sharesnew addition2026-03-312026-05-06

RNG RINGCENTRAL INC151 sharesnew addition2026-03-312026-05-06

ALKS ALKERMES PLC156 sharesnew addition2026-03-312026-05-06

VRSK VERISK ANALYTICS INC29 sharesnew addition2026-03-312026-05-06

SPEM SPDR INDEX SHS FDS117 sharesnew addition2026-03-312026-05-06

AMTM AMENTUM HOLDINGS INC210 sharesnew addition2026-03-312026-05-06

Sponsored

TDC TERADATA CORP DEL213 sharesnew addition2026-03-312026-05-06

TFC TRUIST FINL CORP117 sharesnew addition2026-03-312026-05-06

ALAB ASTERA LABS INC49 sharesnew addition2026-03-312026-05-06

GSK PLC GSK PLC96 sharesnew addition2026-03-312026-05-06

CAR AVIS BUDGET GROUP INC36 sharesnew addition2026-03-312026-05-06

ARKF ARK ETF TR138 sharesnew addition2026-03-312026-05-06

TROW PRICE T ROWE GROUP INC58 sharesnew addition2026-03-312026-05-06

TEVA TEVA PHARMACEUTICAL INDS LTD173 sharesnew addition2026-03-312026-05-06

Sponsored

FFIV F5 INC18 sharesnew addition2026-03-312026-05-06

SPDW SPDR INDEX SHS FDS114 sharesnew addition2026-03-312026-05-06

PRU PRUDENTIAL FINL INC53 sharesnew addition2026-03-312026-05-06

ZD ZIFF DAVIS INC123 sharesnew addition2026-03-312026-05-06

TM TOYOTA MOTOR CORP25 sharesnew addition2026-03-312026-05-06

AXP AMERICAN EXPRESS CO17 sharesnew addition2026-03-312026-05-06

WRLD WORLD ACCEP CORPORATION38 sharesnew addition2026-03-312026-05-06

UBER UBER TECHNOLOGIES INC71 sharesnew addition2026-03-312026-05-06

Sponsored

SFM SPROUTS FMRS MKT INC66 sharesnew addition2026-03-312026-05-06

SNA SNAP ON INC14 sharesnew addition2026-03-312026-05-06

MATCH GROUP INC NEW MATCH GROUP INC NEW160 sharesnew addition2026-03-312026-05-06

FI FISERV INC88 sharesnew addition2026-03-312026-05-06

FTNT FORTINET INC60 sharesnew addition2026-03-312026-05-06

FOUR SHIFT4 PMTS INC112 sharesnew addition2026-03-312026-05-06

RB GLOBAL INC RB GLOBAL INC51 sharesnew addition2026-03-312026-05-06

EXPD EXPEDITORS INTL WASH INC34 sharesnew addition2026-03-312026-05-06

Sponsored

SNN SMITH & NEPHEW PLC147 sharesnew addition2026-03-312026-05-06

CRUS CIRRUS LOGIC INC32 sharesnew addition2026-03-312026-05-06

XHS SPDR SERIES TRUST46 sharesnew addition2026-03-312026-05-06

MAR MARRIOTT INTL INC NEW14 sharesnew addition2026-03-312026-05-06

VANGUARD INDEX FDS

New

Shares26.9K

Event2026-03-31

Filed2026-05-06

QQQM

INVESCO EXCH TRADED FD TR II

New

Shares32.7K

Event2026-03-31

Filed2026-05-06

DYNF

BLACKROCK ETF TRUST

New

Shares128.4K

Event2026-03-31

Filed2026-05-06

BKDV

BNY MELLON ETF TRUST II

New

Shares229.9K

Event2026-03-31

Filed2026-05-06

AVEM

AMERICAN CENTY ETF TR

New

Shares65.2K

Event2026-03-31

Filed2026-05-06

THRO

BLACKROCK ETF TRUST

New

Shares93.2K

Event2026-03-31

Filed2026-05-06

QUAL

ISHARES TR

New

Shares14.8K

Event2026-03-31

Filed2026-05-06

BAI

BLACKROCK ETF TRUST

New

Shares85.0K

Event2026-03-31

Filed2026-05-06

INVESCO QQQ TR

New

Shares4.5K

Event2026-03-31

Filed2026-05-06

VXF

VANGUARD INDEX FDS

New

Shares11.2K

Event2026-03-31

Filed2026-05-06

ISHARES GOLD TR

New

Shares22.9K

Event2026-03-31

Filed2026-05-06

IXUS

ISHARES TR

New

Shares21.5K

Event2026-03-31

Filed2026-05-06

BINC

BLACKROCK ETF TRUST II

New

Shares35.0K

Event2026-03-31

Filed2026-05-06

HFXI

NEW YORK LIFE INVESTMENTS ET

New

Shares52.1K

Event2026-03-31

Filed2026-05-06

EFV

ISHARES TR

New

Shares23.4K

Event2026-03-31

Filed2026-05-06

HTAX

NOMURA ETF TR

New

Shares71.1K

Event2026-03-31

Filed2026-05-06

STIP

ISHARES TR

New

Shares15.9K

Event2026-03-31

Filed2026-05-06

MUB

ISHARES TR

New

Shares14.5K

Event2026-03-31

Filed2026-05-06

AAPL

APPLE INC

New

Shares5.7K

Event2026-03-31

Filed2026-05-06

SCHD

SCHWAB STRATEGIC TR

New

Shares46.4K

Event2026-03-31

Filed2026-05-06

SHLD

GLOBAL X FDS

New

Shares19.1K

Event2026-03-31

Filed2026-05-06

REGL

PROSHARES TR

New

Shares10.5K

Event2026-03-31

Filed2026-05-06

IEFA

ISHARES TR

New

Shares9.8K

Event2026-03-31

Filed2026-05-06

IJH

ISHARES TR

New

Shares10.7K

Event2026-03-31

Filed2026-05-06

AVUV

AMERICAN CENTY ETF TR

New

Shares6.4K

Event2026-03-31

Filed2026-05-06

IDV

ISHARES TR

New

Shares16.1K

Event2026-03-31

Filed2026-05-06

SIVR

ABRDN SILVER ETF TRUST

New

Shares9.1K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

New

Shares2.1K

Event2026-03-31

Filed2026-05-06

SPY

STATE STR SPDR S&P 500 ETF T

New

Shares878

Event2026-03-31

Filed2026-05-06

FNDB

SCHWAB STRATEGIC TR

New

Shares18.3K

Event2026-03-31

Filed2026-05-06

BROADCOM INC

New

Shares1.6K

Event2026-03-31

Filed2026-05-06

MSFT

MICROSOFT CORP

New

Shares1.2K

Event2026-03-31

Filed2026-05-06

JNJ

JOHNSON & JOHNSON

New

Shares1.7K

Event2026-03-31

Filed2026-05-06

JPM

JPMORGAN CHASE & CO

New

Shares1.3K

Event2026-03-31

Filed2026-05-06

BALT

INNOVATOR ETFS TRUST

New

Shares10.7K

Event2026-03-31

Filed2026-05-06

IJR

ISHARES TR

New

Shares2.8K

Event2026-03-31

Filed2026-05-06

ZMAR

INNOVATOR ETFS TRUST

New

Shares12.7K

Event2026-03-31

Filed2026-05-06

CSB

VICTORY PORTFOLIOS II

New

Shares5.5K

Event2026-03-31

Filed2026-05-06

AMZN

AMAZON COM INC

New

Shares1.6K

Event2026-03-31

Filed2026-05-06

PNOV

INNOVATOR ETFS TRUST

New

Shares8.0K

Event2026-03-31

Filed2026-05-06

IGSB

ISHARES TR

New

Shares6.2K

Event2026-03-31

Filed2026-05-06

BSVO

EA SERIES TRUST

New

Shares12.5K

Event2026-03-31

Filed2026-05-06

VYMI

VANGUARD WHITEHALL FDS

New

Shares3.3K

Event2026-03-31

Filed2026-05-06

BSMR

INVESCO EXCH TRD SLF IDX FD

New

Shares13.2K

Event2026-03-31

Filed2026-05-06

FBTC

FIDELITY WISE ORIGIN BITCOIN

New

Shares4.9K

Event2026-03-31

Filed2026-05-06

BSMT

INVESCO EXCH TRD SLF IDX FD

New

Shares12.4K

Event2026-03-31

Filed2026-05-06

WDC

WESTERN DIGITAL CORP

New

Shares1.0K

Event2026-03-31

Filed2026-05-06

WMT

WALMART INC

New

Shares2.2K

Event2026-03-31

Filed2026-05-06

ABBV

ABBVIE INC

New

Shares1.2K

Event2026-03-31

Filed2026-05-06

BSMV

INVESCO EXCH TRD SLF IDX FD

New

Shares12.6K

Event2026-03-31

Filed2026-05-06

DFIV

DIMENSIONAL ETF TRUST

New

Shares5.0K

Event2026-03-31

Filed2026-05-06

TJX

TJX COS INC NEW

New

Shares1.5K

Event2026-03-31

Filed2026-05-06

BSSX

INVESCO EXCH TRD SLF IDX FD

New

Shares9.4K

Event2026-03-31

Filed2026-05-06

DFAC

DIMENSIONAL ETF TRUST

New

Shares6.1K

Event2026-03-31

Filed2026-05-06

CRM

SALESFORCE INC

New

Shares1.3K

Event2026-03-31

Filed2026-05-06

HOME DEPOT INC

New

Shares708

Event2026-03-31

Filed2026-05-06

TJUL

INNOVATOR ETFS TRUST

New

Shares7.1K

Event2026-03-31

Filed2026-05-06

IBHG

ISHARES TR

New

Shares9.4K

Event2026-03-31

Filed2026-05-06

CSCO

CISCO SYS INC

New

Shares2.6K

Event2026-03-31

Filed2026-05-06

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares514

Event2026-03-31

Filed2026-05-06

CWB

SPDR SERIES TRUST

New

Shares2.2K

Event2026-03-31

Filed2026-05-06

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares586

Event2026-03-31

Filed2026-05-06

IBHF

ISHARES TR

New

Shares8.4K

Event2026-03-31

Filed2026-05-06

KEYS

KEYSIGHT TECHNOLOGIES INC

New

Shares674

Event2026-03-31

Filed2026-05-06

PARKER-HANNIFIN CORP

New

Shares205

Event2026-03-31

Filed2026-05-06

VISA INC

New

Shares584

Event2026-03-31

Filed2026-05-06

UNH

UNITEDHEALTH GROUP INC

New

Shares642

Event2026-03-31

Filed2026-05-06

NVDA

NVIDIA CORPORATION

New

Shares967

Event2026-03-31

Filed2026-05-06

TRANE TECHNOLOGIES PLC

New

Shares394

Event2026-03-31

Filed2026-05-06

MSI

MOTOROLA SOLUTIONS INC

New

Shares364

Event2026-03-31

Filed2026-05-06

AT&T INC

New

Shares5.4K

Event2026-03-31

Filed2026-05-06

CVX

CHEVRON CORPORATION

New

Shares740

Event2026-03-31

Filed2026-05-06

TSLA

TESLA INC

New

Shares396

Event2026-03-31

Filed2026-05-06

MPC

MARATHON PETE CORP

New

Shares600

Event2026-03-31

Filed2026-05-06

CHUBB LTD SWITZ

New

Shares440

Event2026-03-31

Filed2026-05-06

IBDT

ISHARES TR

New

Shares5.6K

Event2026-03-31

Filed2026-05-06

IBDU

ISHARES TR

New

Shares6.1K

Event2026-03-31

Filed2026-05-06

VTI

VANGUARD INDEX FDS

New

Shares423

Event2026-03-31

Filed2026-05-06

ALL

ALLSTATE CORP

New

Shares649

Event2026-03-31

Filed2026-05-06

EQIX

EQUINIX INC

New

Shares135

Event2026-03-31

Filed2026-05-06

FANG

DIAMONDBACK ENERGY INC

New

Shares668

Event2026-03-31

Filed2026-05-06

ROYAL BK CDA

New

Shares801

Event2026-03-31

Filed2026-05-06

HAL

HALLIBURTON CO

New

Shares3.3K

Event2026-03-31

Filed2026-05-06

IBDS

ISHARES TR

New

Shares5.2K

Event2026-03-31

Filed2026-05-06

IBDW

ISHARES TR

New

Shares6.0K

Event2026-03-31

Filed2026-05-06

IBDV

ISHARES TR

New

Shares5.7K

Event2026-03-31

Filed2026-05-06

ICE

INTERCONTINENTAL EXCHANGE IN

New

Shares794

Event2026-03-31

Filed2026-05-06

IBDX

ISHARES TR

New

Shares4.9K

Event2026-03-31

Filed2026-05-06

VENU

VENU HLDG CORP

New

Shares37.5K

Event2026-03-31

Filed2026-05-06

XOM

EXXON MOBIL CORP

New

Shares727

Event2026-03-31

Filed2026-05-06

EATON CORP PLC

New

Shares339

Event2026-03-31

Filed2026-05-06

SYF

SYNCHRONY FINANCIAL

New

Shares1.8K

Event2026-03-31

Filed2026-05-06