The Analysis of Intrua Financial, LLC's Holdings & P&L


Currently, Intrua Financial, LLC holds 456 types of securities in its portfolio with a total value $936.0M. In the most recent quarter, they have increased their positions in JPST (+710.2K shares, valued at $35.9M), TBIL (+103.0K shares, valued at $5.1M), JEPI (+87.3K shares, valued at $4.9M); decreased their positions in GLD (-26.5K shares, valued at $11.4M), XLY (-101.8K shares, valued at $11.1M), XLV (-26.4K shares, valued at $3.9M); initiated new positions in SFLR (+103.8K shares, valued at $3.7M), BSJS (+55.6K shares, valued at $1.2M), FSCC (+36.6K shares, valued at $1.1M).


1M P&L
+11.3M+1.23%
3M P&L
+5.9M+0.65%
HY P&L
+46.8M+5.33%

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/A685.8M
76.8%
2Oil & Gas Integrated20.0M
2.2%
3Semiconductors18.1M
2.0%

Top Industries by Stock Count

1N/A196 stocks
47.2%
2Utilities - Regulated Electric17 stocks
4.1%
3Oil & Gas Midstream10 stocks
2.4%
Stock Holdings
SPYM
SPDR SERIES TRUST
-1.40%
Shares969.6K
Event2026-03-31
Filed2026-04-23
DGRW
WISDOMTREE TR
3.02%
Shares497.9K
Event2026-03-31
Filed2026-04-23
JPST
J P MORGAN EXCHANGE TRADED F
721.34%
Shares808.7K
Event2026-03-31
Filed2026-04-23
JBND
J P MORGAN EXCHANGE TRADED F
2.05%
Shares729.4K
Event2026-03-31
Filed2026-04-23
QGRO
AMERICAN CENTY ETF TR
4.11%
Shares313.7K
Event2026-03-31
Filed2026-04-23
XLK
SELECT SECTOR SPDR TR
-4.09%
Shares236.7K
Event2026-03-31
Filed2026-04-23
PYLD
PIMCO ETF TR
17.90%
Shares1.1M
Event2026-03-31
Filed2026-04-23
GLD
SPDR GOLD TR
-29.12%
Shares64.5K
Event2026-03-31
Filed2026-04-23
AAPL
APPLE INC
-6.51%
Shares69.0K
Event2026-03-31
Filed2026-04-23
IQLT
ISHARES TR
14.62%
Shares302.8K
Event2026-03-31
Filed2026-04-23
NVDA
NVIDIA CORPORATION
-9.44%
Shares76.8K
Event2026-03-31
Filed2026-04-23
USFR
WISDOMTREE TR
4.34%
Shares265.1K
Event2026-03-31
Filed2026-04-23
PCEF
INVESCO EXCH TRADED FD TR II
8.69%
Shares634.6K
Event2026-03-31
Filed2026-04-23
XLI
SELECT SECTOR SPDR TR
63.18%
Shares71.7K
Event2026-03-31
Filed2026-04-23
XOM
EXXON MOBIL CORP
-5.22%
Shares66.9K
Event2026-03-31
Filed2026-04-23
SPY
STATE STR SPDR S&P 500 ETF T
-16.87%
Shares13.2K
Event2026-03-31
Filed2026-04-23
BSJR
INVESCO EXCH TRD SLF IDX FD
10.40%
Shares350.6K
Event2026-03-31
Filed2026-04-23
SCHD
SCHWAB STRATEGIC TR
1.52%
Shares252.3K
Event2026-03-31
Filed2026-04-23
CGGE
CAPITAL GROUP GLOBAL EQUITY
9.09%
Shares244.9K
Event2026-03-31
Filed2026-04-23
IVV
ISHARES TR
2.06%
Shares11.4K
Event2026-03-31
Filed2026-04-23
MSFT
MICROSOFT CORP
2.03%
Shares19.8K
Event2026-03-31
Filed2026-04-23
PAB
PGIM ETF TR
13.61%
Shares172.3K
Event2026-03-31
Filed2026-04-23
COWZ
PACER FDS TR
5.55%
Shares108.3K
Event2026-03-31
Filed2026-04-23
UUP
INVESCO DB US DLR INDEX TR
-4.03%
Shares243.2K
Event2026-03-31
Filed2026-04-23
BROADCOM INC
BROADCOM INC
-10.70%
Shares21.8K
Event2026-03-31
Filed2026-04-23
VTI
VANGUARD INDEX FDS
5.86%
Shares20.6K
Event2026-03-31
Filed2026-04-23
AMZN
AMAZON COM INC
-3.48%
Shares28.9K
Event2026-03-31
Filed2026-04-23
JEPI
J P MORGAN EXCHANGE TRADED F
477.78%
Shares105.5K
Event2026-03-31
Filed2026-04-23
TBIL
RBB FD INC
659.97%
Shares118.6K
Event2026-03-31
Filed2026-04-23
SHY
ISHARES TR
409.83%
Shares69.7K
Event2026-03-31
Filed2026-04-23
RWL
INVESCO EXCH TRADED FD TR II
12.49%
Shares49.5K
Event2026-03-31
Filed2026-04-23
CVX
CHEVRON CORPORATION
-5.33%
Shares27.3K
Event2026-03-31
Filed2026-04-23
XLV
SELECT SECTOR SPDR TR
-42.71%
Shares35.4K
Event2026-03-31
Filed2026-04-23
FBND
FIDELITY MERRIMACK STR TR
28.98%
Shares112.7K
Event2026-03-31
Filed2026-04-23
IWF
ISHARES TR
4.57%
Shares12.0K
Event2026-03-31
Filed2026-04-23
XLF
SELECT SECTOR SPDR TR
-25.15%
Shares99.8K
Event2026-03-31
Filed2026-04-23
VANGUARD INDEX FDS
VANGUARD INDEX FDS
12.99%
Shares7.7K
Event2026-03-31
Filed2026-04-23
YYY
AMPLIFY ETF TR
7.08%
Shares415.3K
Event2026-03-31
Filed2026-04-23
ABBV
ABBVIE INC
-0.89%
Shares20.7K
Event2026-03-31
Filed2026-04-23
IWB
ISHARES TR
-1.95%
Shares11.9K
Event2026-03-31
Filed2026-04-23
CFO
VICTORY PORTFOLIOS II
-3.68%
Shares55.9K
Event2026-03-31
Filed2026-04-23
BSJQ
INVESCO EXCH TRD SLF IDX FD
-13.92%
Shares173.1K
Event2026-03-31
Filed2026-04-23
INCM
FRANKLIN TEMPLETON ETF TR
11.89%
Shares135.6K
Event2026-03-31
Filed2026-04-23
IEFA
ISHARES TR
-0.61%
Shares41.6K
Event2026-03-31
Filed2026-04-23
VCSH
VANGUARD SCOTTSDALE FDS
-13.93%
Shares47.5K
Event2026-03-31
Filed2026-04-23
SFLR
INNOVATOR ETFS TRUST
New
Shares103.8K
Event2026-03-31
Filed2026-04-23
JMUB
J P MORGAN EXCHANGE TRADED F
3.57%
Shares71.7K
Event2026-03-31
Filed2026-04-23
MBB
ISHARES TR
120.77%
Shares37.2K
Event2026-03-31
Filed2026-04-23
XLB
SELECT SECTOR SPDR TR
310.38%
Shares69.1K
Event2026-03-31
Filed2026-04-23
XSHQ
INVESCO EXCH TRADED FD TR II
-0.35%
Shares81.7K
Event2026-03-31
Filed2026-04-23
IJH
ISHARES TR
-21.19%
Shares50.6K
Event2026-03-31
Filed2026-04-23
GCOW
PACER FDS TR
6.03%
Shares73.6K
Event2026-03-31
Filed2026-04-23
XLY
SELECT SECTOR SPDR TR
-76.54%
Shares31.2K
Event2026-03-31
Filed2026-04-23
AOR
ISHARES TR
21.07%
Shares52.8K
Event2026-03-31
Filed2026-04-23
MUNI
PIMCO ETF TR
6.43%
Shares64.9K
Event2026-03-31
Filed2026-04-23
IGRO
ISHARES TR
4.73%
Shares38.9K
Event2026-03-31
Filed2026-04-23
ENB
ENBRIDGE INC
-7.88%
Shares59.5K
Event2026-03-31
Filed2026-04-23
IWM
ISHARES TR
165.50%
Shares12.9K
Event2026-03-31
Filed2026-04-23
AVUV
AMERICAN CENTY ETF TR
90.59%
Shares28.7K
Event2026-03-31
Filed2026-04-23
O
REALTY INCOME CORP
-1.82%
Shares51.6K
Event2026-03-31
Filed2026-04-23
SCHB
SCHWAB STRATEGIC TR
-0.16%
Shares125.3K
Event2026-03-31
Filed2026-04-23
ALPHABET INC
ALPHABET INC
-12.75%
Shares10.8K
Event2026-03-31
Filed2026-04-23
SGOV
ISHARES TR
15.86%
Shares29.9K
Event2026-03-31
Filed2026-04-23
JNJ
JOHNSON & JOHNSON
-14.78%
Shares12.3K
Event2026-03-31
Filed2026-04-23
DON
WISDOMTREE TR
5.23%
Shares56.8K
Event2026-03-31
Filed2026-04-23
VZ
VERIZON COMMUNICATIONS INC
-2.22%
Shares57.0K
Event2026-03-31
Filed2026-04-23
INVESCO QQQ TR
INVESCO QQQ TR
2.10%
Shares4.9K
Event2026-03-31
Filed2026-04-23
T
AT&T INC
-9.56%
Shares97.1K
Event2026-03-31
Filed2026-04-23
SPMD
SPDR SERIES TRUST
-5.78%
Shares46.0K
Event2026-03-31
Filed2026-04-23
FLQM
FRANKLIN TEMPLETON ETF TR
14.67%
Shares49.3K
Event2026-03-31
Filed2026-04-23
ARTY
ISHARES TR
25.10%
Shares56.4K
Event2026-03-31
Filed2026-04-23
ISCF
ISHARES TR
11.06%
Shares61.4K
Event2026-03-31
Filed2026-04-23
EFA
ISHARES TR
1.97%
Shares26.0K
Event2026-03-31
Filed2026-04-23
ALPHABET INC
ALPHABET INC
4.30%
Shares8.8K
Event2026-03-31
Filed2026-04-23
EMGF
ISHARES INC
10.03%
Shares41.1K
Event2026-03-31
Filed2026-04-23
SPHQ
INVESCO EXCHANGE TRADED FD T
-0.23%
Shares31.9K
Event2026-03-31
Filed2026-04-23
QQQM
INVESCO EXCH TRADED FD TR II
-26.28%
Shares10.0K
Event2026-03-31
Filed2026-04-23
COP
CONOCOPHILLIPS
0.19%
Shares17.8K
Event2026-03-31
Filed2026-04-23
FTCS
FIRST TR EXCHANGE-TRADED FD
-3.92%
Shares25.4K
Event2026-03-31
Filed2026-04-23
MDYV
SPDR SERIES TRUST
-0.64%
Shares27.5K
Event2026-03-31
Filed2026-04-23
EPD
ENTERPRISE PRODS PARTNERS L
-4.30%
Shares61.5K
Event2026-03-31
Filed2026-04-23
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-9.76%
Shares4.7K
Event2026-03-31
Filed2026-04-23
IJR
ISHARES TR
-1.64%
Shares18.1K
Event2026-03-31
Filed2026-04-23
TIPX
SPDR SERIES TRUST
-3.11%
Shares117.1K
Event2026-03-31
Filed2026-04-23
IWD
ISHARES TR
37.05%
Shares10.4K
Event2026-03-31
Filed2026-04-23
USB
US BANCORP
-3.01%
Shares41.3K
Event2026-03-31
Filed2026-04-23
JPM
JPMORGAN CHASE & CO
-7.40%
Shares7.3K
Event2026-03-31
Filed2026-04-23
DXPE
DXP ENTERPRISES INC
-1.80%
Shares15.0K
Event2026-03-31
Filed2026-04-23
PFE
PFIZER INC
-2.90%
Shares74.4K
Event2026-03-31
Filed2026-04-23
XLC
SELECT SECTOR SPDR TR
-25.26%
Shares18.7K
Event2026-03-31
Filed2026-04-23
ET
ENERGY TRANSFER L P
-11.58%
Shares106.2K
Event2026-03-31
Filed2026-04-23
VWO
VANGUARD INTL EQUITY INDEX F
-0.92%
Shares37.9K
Event2026-03-31
Filed2026-04-23
SPYG
SPDR SERIES TRUST
-2.02%
Shares20.6K
Event2026-03-31
Filed2026-04-23
WMT
WALMART INC
-8.17%
Shares16.2K
Event2026-03-31
Filed2026-04-23
SPTS
SPDR SERIES TRUST
-6.04%
Shares67.9K
Event2026-03-31
Filed2026-04-23
RDVY
FIRST TR EXCHANGE TRADED FD
-0.85%
Shares27.5K
Event2026-03-31
Filed2026-04-23
AIRR
FIRST TR EXCHANGE TRADED FD
-5.75%
Shares16.9K
Event2026-03-31
Filed2026-04-23
CSCO
CISCO SYS INC
-1.00%
Shares23.8K
Event2026-03-31
Filed2026-04-23
AMGN
AMGEN INC
-5.75%
Shares5.2K
Event2026-03-31
Filed2026-04-23
LLY
ELI LILLY & CO
9.76%
Shares2.0K
Event2026-03-31
Filed2026-04-23
LMT
LOCKHEED MARTIN CORP
-11.33%
Shares3.0K
Event2026-03-31
Filed2026-04-23
FVD
FIRST TR EXCHANGE-TRADED FD
-2.07%
Shares37.5K
Event2026-03-31
Filed2026-04-23
RTX
RTX CORPORATION
-12.36%
Shares9.0K
Event2026-03-31
Filed2026-04-23
VO
VANGUARD INDEX FDS
-10.93%
Shares6.0K
Event2026-03-31
Filed2026-04-23
VUG
VANGUARD INDEX FDS
-22.49%
Shares4.0K
Event2026-03-31
Filed2026-04-23
FIXD
FIRST TR EXCHNG TRADED FD VI
-65.59%
Shares37.6K
Event2026-03-31
Filed2026-04-23
TSLA
TESLA INC
12.65%
Shares4.4K
Event2026-03-31
Filed2026-04-23
PSX
PHILLIPS 66
-12.21%
Shares8.6K
Event2026-03-31
Filed2026-04-23
PEP
PEPSICO INC
-6.61%
Shares9.7K
Event2026-03-31
Filed2026-04-23
VOOV
VANGUARD ADMIRAL FDS INC
-1.33%
Shares7.1K
Event2026-03-31
Filed2026-04-23
XLP
SELECT SECTOR SPDR TR
-2.61%
Shares17.4K
Event2026-03-31
Filed2026-04-23
BLACKSTONE INC
BLACKSTONE INC
23.75%
Shares12.4K
Event2026-03-31
Filed2026-04-23
SPYV
SPDR SERIES TRUST
3.61%
Shares24.9K
Event2026-03-31
Filed2026-04-23
RLY
SSGA ACTIVE ETF TR
-24.43%
Shares38.3K
Event2026-03-31
Filed2026-04-23
CGMU
CAPITAL GRP FIXED INCM ETF T
9.49%
Shares50.1K
Event2026-03-31
Filed2026-04-23
INMU
BLACKROCK ETF TRUST II
9.44%
Shares56.4K
Event2026-03-31
Filed2026-04-23
XLE
SELECT SECTOR SPDR TR
-8.50%
Shares21.8K
Event2026-03-31
Filed2026-04-23
PG
PROCTER & GAMBLE CO
-10.98%
Shares9.2K
Event2026-03-31
Filed2026-04-23
AAAU
GOLDMAN SACHS PHYSICAL GOLD
43.66%
Shares28.4K
Event2026-03-31
Filed2026-04-23
SPYI
NEOS ETF TRUST
5.41%
Shares26.2K
Event2026-03-31
Filed2026-04-23
BMY
BRISTOL-MYERS SQUIBB CO
-0.05%
Shares21.1K
Event2026-03-31
Filed2026-04-23
META
META PLATFORMS INC
-1.14%
Shares2.2K
Event2026-03-31
Filed2026-04-23
SHEL
SHELL PLC
-6.20%
Shares13.3K
Event2026-03-31
Filed2026-04-23
BCE
BCE INC
-3.77%
Shares48.6K
Event2026-03-31
Filed2026-04-23
MEDTRONIC PLC
MEDTRONIC PLC
3.93%
Shares14.1K
Event2026-03-31
Filed2026-04-23
IBM
INTERNATIONAL BUSINESS MACHS
-3.09%
Shares5.0K
Event2026-03-31
Filed2026-04-23
BSJS
INVESCO EXCH TRD SLF IDX FD
New
Shares55.6K
Event2026-03-31
Filed2026-04-23
ABT
ABBOTT LABORATORIES
4.55%
Shares11.7K
Event2026-03-31
Filed2026-04-23
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
13.83%
Shares25.1K
Event2026-03-31
Filed2026-04-23
IWO
ISHARES TR
-35.64%
Shares3.8K
Event2026-03-31
Filed2026-04-23
XLU
SELECT SECTOR SPDR TR
-68.03%
Shares25.7K
Event2026-03-31
Filed2026-04-23
VB
VANGUARD INDEX FDS
-19.65%
Shares4.5K
Event2026-03-31
Filed2026-04-23
OMC
OMNICOM GROUP INC
-3.02%
Shares15.6K
Event2026-03-31
Filed2026-04-23
JEPQ
J P MORGAN EXCHANGE TRADED F
-0.10%
Shares21.0K
Event2026-03-31
Filed2026-04-23
BP
BP PLC
-9.56%
Shares24.6K
Event2026-03-31
Filed2026-04-23
SPSM
SPDR SERIES TRUST
-6.00%
Shares23.8K
Event2026-03-31
Filed2026-04-23
VXUS
VANGUARD STAR FDS
81.63%
Shares14.7K
Event2026-03-31
Filed2026-04-23
UPS
UNITED PARCEL SVCS INC
-3.69%
Shares11.4K
Event2026-03-31
Filed2026-04-23
SMH
VANECK ETF TRUST
-2.80%
Shares2.9K
Event2026-03-31
Filed2026-04-23
DOC
HEALTHPEAK PROPERTIES INC
1.13%
Shares66.7K
Event2026-03-31
Filed2026-04-23
FSCC
FEDERATED HERMES ETF TRUST
New
Shares36.6K
Event2026-03-31
Filed2026-04-23
EFV
ISHARES TR
-1.07%
Shares14.5K
Event2026-03-31
Filed2026-04-23
CELESTICA INC
CELESTICA INC
-0.21%
Shares3.8K
Event2026-03-31
Filed2026-04-23
RL
RALPH LAUREN CORP
-2.71%
Shares3.1K
Event2026-03-31
Filed2026-04-23
VTV
VANGUARD INDEX FDS
-25.62%
Shares5.5K
Event2026-03-31
Filed2026-04-23
PLTR
PALANTIR TECHNOLOGIES INC
5.82%
Shares7.3K
Event2026-03-31
Filed2026-04-23
TQQQ
PROSHARES TR
18.43%
Shares25.5K
Event2026-03-31
Filed2026-04-23
KO
COCA COLA CO
-3.66%
Shares13.8K
Event2026-03-31
Filed2026-04-23
MERCK & CO INC
MERCK & CO INC
1.13%
Shares8.7K
Event2026-03-31
Filed2026-04-23
OHI
OMEGA HEALTHCARE INVS INC
-3.53%
Shares23.8K
Event2026-03-31
Filed2026-04-23
TFC
TRUIST FINL CORP
-4.31%
Shares22.2K
Event2026-03-31
Filed2026-04-23
OKE
ONEOK INC NEW
-8.00%
Shares11.2K
Event2026-03-31
Filed2026-04-23
LINDE PLC
LINDE PLC
1.94%
Shares2.0K
Event2026-03-31
Filed2026-04-23
GSK PLC
GSK PLC
-12.84%
Shares18.4K
Event2026-03-31
Filed2026-04-23
FDL
FIRST TR EXCHANGE-TRADED FD
3.39%
Shares19.8K
Event2026-03-31
Filed2026-04-23
MO
ALTRIA GROUP INC
0.09%
Shares15.2K
Event2026-03-31
Filed2026-04-23
TOTALENERGIES SE
TOTALENERGIES SE
-12.36%
Shares11.0K
Event2026-03-31
Filed2026-04-23
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
3.71%
Shares8.6K
Event2026-03-31
Filed2026-04-23
BIL
SPDR SERIES TRUST
195.31%
Shares10.8K
Event2026-03-31
Filed2026-04-23
MS
MORGAN STANLEY
0.39%
Shares5.9K
Event2026-03-31
Filed2026-04-23
MCD
MCDONALDS CORP
-7.64%
Shares3.1K
Event2026-03-31
Filed2026-04-23
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-4.51%
Shares4.9K
Event2026-03-31
Filed2026-04-23
RDIV
INVESCO EXCH TRADED FD TR II
3.13%
Shares16.8K
Event2026-03-31
Filed2026-04-23
SPTM
SPDR SERIES TRUST
0.00%
Shares11.8K
Event2026-03-31
Filed2026-04-23
IBIT
ISHARES BITCOIN TRUST ETF
22.18%
Shares23.4K
Event2026-03-31
Filed2026-04-23
GSY
INVESCO ACTIVELY MANAGED EXC
-2.08%
Shares17.9K
Event2026-03-31
Filed2026-04-23
NEE
NEXTERA ENERGY INC
-2.75%
Shares9.6K
Event2026-03-31
Filed2026-04-23
CGDV
CAPITAL GROUP DIVIDEND VALUE
9.30%
Shares21.0K
Event2026-03-31
Filed2026-04-23
IUSG
ISHARES TR
60.08%
Shares5.7K
Event2026-03-31
Filed2026-04-23
TLT
ISHARES TR
-14.39%
Shares10.3K
Event2026-03-31
Filed2026-04-23
DWM
WISDOMTREE TR
0.00%
Shares12.6K
Event2026-03-31
Filed2026-04-23
TSM
TAIWAN SEMICONDUCTOR MANUFAC
10.91%
Shares2.6K
Event2026-03-31
Filed2026-04-23
CITIGROUP INC
CITIGROUP INC
7.25%
Shares7.7K
Event2026-03-31
Filed2026-04-23
SDY
SPDR SERIES TRUST
-8.63%
Shares6.0K
Event2026-03-31
Filed2026-04-23
BSJT
INVESCO EXCH TRD SLF IDX FD
New
Shares41.3K
Event2026-03-31
Filed2026-04-23
ES
EVERSOURCE ENERGY
-3.61%
Shares12.4K
Event2026-03-31
Filed2026-04-23
V
VISA INC
-0.14%
Shares2.8K
Event2026-03-31
Filed2026-04-23
NFLX
NETFLIX INC.
10.30%
Shares8.9K
Event2026-03-31
Filed2026-04-23
ISHARES GOLD TR
ISHARES GOLD TR
-60.21%
Shares9.7K
Event2026-03-31
Filed2026-04-23
VGSH
VANGUARD SCOTTSDALE FDS
-5.18%
Shares14.3K
Event2026-03-31
Filed2026-04-23
MU
MICRON TECHNOLOGY INC
16.43%
Shares2.5K
Event2026-03-31
Filed2026-04-23
MPC
MARATHON PETE CORP
-1.61%
Shares3.4K
Event2026-03-31
Filed2026-04-23
APD
AIR PRODUCTS AND CHEMICALS I
-5.89%
Shares2.8K
Event2026-03-31
Filed2026-04-23
KEY
KEYCORP
-6.06%
Shares40.2K
Event2026-03-31
Filed2026-04-23
IHAK
ISHARES TR
-10.30%
Shares18.4K
Event2026-03-31
Filed2026-04-23
GLW
CORNING INC
-10.83%
Shares5.7K
Event2026-03-31
Filed2026-04-23
DOW
DOW HLDGS INC
-1.33%
Shares18.5K
Event2026-03-31
Filed2026-04-23
TDVI
FIRST TR EXCHANGE-TRADED FD
-3.69%
Shares28.8K
Event2026-03-31
Filed2026-04-23
FDV
FEDERATED HERMES ETF TRUST
7.17%
Shares23.9K
Event2026-03-31
Filed2026-04-23
ORCL
ORACLE CORP
10.00%
Shares5.0K
Event2026-03-31
Filed2026-04-23
SPSB
SPDR SERIES TRUST
-16.03%
Shares24.1K
Event2026-03-31
Filed2026-04-23
PAGP
PLAINS GP HLDGS L P
0.60%
Shares29.6K
Event2026-03-31
Filed2026-04-23
CMCSA
COMCAST CORP NEW
-1.40%
Shares24.8K
Event2026-03-31
Filed2026-04-23
EOG
EOG RES INC
2.18%
Shares4.9K
Event2026-03-31
Filed2026-04-23
GRID
FIRST TR EXCHANGE-TRADED FD
-11.21%
Shares4.3K
Event2026-03-31
Filed2026-04-23
AVA
AVISTA CORP
1.33%
Shares17.2K
Event2026-03-31
Filed2026-04-23
WM
WASTE MGMT INC DEL
-3.26%
Shares3.0K
Event2026-03-31
Filed2026-04-23
COST
COSTCO WHOLESALE CORPORATION
-29.59%
Shares690
Event2026-03-31
Filed2026-04-23
ESGU
ISHARES TR
-0.52%
Shares4.8K
Event2026-03-31
Filed2026-04-23
PH
PARKER-HANNIFIN CORP
7.99%
Shares757
Event2026-03-31
Filed2026-04-23
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
-24.21%
Shares2.0K
Event2026-03-31
Filed2026-04-23
AGNC
AGNC INVT CORP
6.78%
Shares67.4K
Event2026-03-31
Filed2026-04-23
GLDM
WORLD GOLD TR
-4.54%
Shares7.3K
Event2026-03-31
Filed2026-04-23
GTY
GETTY RLTY CORP NEW
-0.29%
Shares21.1K
Event2026-03-31
Filed2026-04-23
BAC
BANK AMERICA CORP
-14.67%
Shares13.7K
Event2026-03-31
Filed2026-04-23
CAT
CATERPILLAR INC
-11.93%
Shares945
Event2026-03-31
Filed2026-04-23
TXN
TEXAS INSTRS INC
-7.18%
Shares3.4K
Event2026-03-31
Filed2026-04-23
USMV
ISHARES TR
-5.07%
Shares7.1K
Event2026-03-31
Filed2026-04-23
SIXG
ETF SER SOLUTIONS
0.00%
Shares9.7K
Event2026-03-31
Filed2026-04-23
EIX
EDISON INTL
-0.26%
Shares8.9K
Event2026-03-31
Filed2026-04-23
SRE
SEMPRA
-2.51%
Shares6.7K
Event2026-03-31
Filed2026-04-23
LTC
LTC PPTYS INC
-0.99%
Shares17.5K
Event2026-03-31
Filed2026-04-23
BLACKROCK INC
BLACKROCK INC
-12.14%
Shares673
Event2026-03-31
Filed2026-04-23
SNA
SNAP ON INC
-2.68%
Shares1.8K
Event2026-03-31
Filed2026-04-23
PM
PHILIP MORRIS INTL INC
-1.61%
Shares3.9K
Event2026-03-31
Filed2026-04-23
FS SPECIALTY LENDING FD
FS SPECIALTY LENDING FD
19.75%
Shares51.3K
Event2026-03-31
Filed2026-04-23
IEMG
ISHARES INC
-7.74%
Shares9.1K
Event2026-03-31
Filed2026-04-23
EVRG
EVERGY INC
0.09%
Shares7.7K
Event2026-03-31
Filed2026-04-23
PHYS
SPROTT ASSET MANAGEMENT LP
-77.31%
Shares17.8K
Event2026-03-31
Filed2026-04-23
TJX
TJX COS INC NEW
-2.67%
Shares3.9K
Event2026-03-31
Filed2026-04-23
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
-5.52%
Shares4.8K
Event2026-03-31
Filed2026-04-23
ASML
ASML HLDG NV
58.53%
Shares474
Event2026-03-31
Filed2026-04-23
BGDV
ETF SER SOLUTIONS
-7.86%
Shares22.8K
Event2026-03-31
Filed2026-04-23
KHC
KRAFT HEINZ CO
2.58%
Shares27.7K
Event2026-03-31
Filed2026-04-23
SLYG
SPDR SERIES TRUST
13.12%
Shares6.4K
Event2026-03-31
Filed2026-04-23
VFLO
VICTORY PORTFOLIOS II
12.27%
Shares15.7K
Event2026-03-31
Filed2026-04-23
EMR
EMERSON ELEC CO
-8.19%
Shares4.7K
Event2026-03-31
Filed2026-04-23
IYW
ISHARES TR
1.97%
Shares3.4K
Event2026-03-31
Filed2026-04-23
PBR
PETROLEO BRASILEIRO S A
0.01%
Shares28.8K
Event2026-03-31
Filed2026-04-23
BWLP
BW LPG LTD
0.00%
Shares34.3K
Event2026-03-31
Filed2026-04-23
ADI
ANALOG DEVICES INC
4.58%
Shares1.8K
Event2026-03-31
Filed2026-04-23
ARCC
ARES CAPITAL CORP
18.66%
Shares32.4K
Event2026-03-31
Filed2026-04-23
AEP
AMERICAN ELEC PWR CO INC
-13.28%
Shares4.4K
Event2026-03-31
Filed2026-04-23
BA
BOEING CO
0.31%
Shares2.9K
Event2026-03-31
Filed2026-04-23
CAH
CARDINAL HEALTH INC
0.11%
Shares2.7K
Event2026-03-31
Filed2026-04-23
VRIG
INVESCO ACTIVELY MANAGED EXC
-12.86%
Shares22.9K
Event2026-03-31
Filed2026-04-23
DURA
VANECK ETF TRUST
-2.55%
Shares15.3K
Event2026-03-31
Filed2026-04-23
USTB
VICTORY PORTFOLIOS II
16.75%
Shares11.3K
Event2026-03-31
Filed2026-04-23
MDIV
FIRST TR EXCHANGE TRADED FD
0.14%
Shares35.0K
Event2026-03-31
Filed2026-04-23
DFAC
DIMENSIONAL ETF TRUST
35.10%
Shares14.5K
Event2026-03-31
Filed2026-04-23
ARKW
ARK ETF TR
-4.12%
Shares4.7K
Event2026-03-31
Filed2026-04-23
DINO
HF SINCLAIR CORP
-7.32%
Shares8.9K
Event2026-03-31
Filed2026-04-23
KMB
KIMBERLY-CLARK CORP
3.49%
Shares5.7K
Event2026-03-31
Filed2026-04-23
WPC
WP CAREY INC
-3.07%
Shares8.0K
Event2026-03-31
Filed2026-04-23
HD
HOME DEPOT INC
-14.79%
Shares1.7K
Event2026-03-31
Filed2026-04-23
IWR
ISHARES TR
-10.69%
Shares5.6K
Event2026-03-31
Filed2026-04-23
INTC
INTEL CORP
2.42%
Shares12.2K
Event2026-03-31
Filed2026-04-23
HON
HONEYWELL INTL INC
1.58%
Shares2.4K
Event2026-03-31
Filed2026-04-23
WFC
WELLS FARGO & CO
-9.51%
Shares6.7K
Event2026-03-31
Filed2026-04-23
LYB
LYONDELLBASELL INDUSTRIES NV
0.87%
Shares6.6K
Event2026-03-31
Filed2026-04-23
SO
SOUTHERN CO
0.85%
Shares5.5K
Event2026-03-31
Filed2026-04-23
GSAT
GLOBALSTAR INC
-32.07%
Shares7.9K
Event2026-03-31
Filed2026-04-23
ADM
ARCHER DANIELS MIDLAND CO
-1.68%
Shares7.2K
Event2026-03-31
Filed2026-04-23
OKLO
OKLO INC
-21.04%
Shares10.6K
Event2026-03-31
Filed2026-04-23
NNN
NNN REIT INC
1.40%
Shares12.5K
Event2026-03-31
Filed2026-04-23
CGDG
CAPITAL GROUP DIVIDEND GROWE
47.13%
Shares14.2K
Event2026-03-31
Filed2026-04-23
QCOM
QUALCOMM INC
-38.34%
Shares3.9K
Event2026-03-31
Filed2026-04-23
SLV
ISHARES SILVER TR
-4.84%
Shares7.4K
Event2026-03-31
Filed2026-04-23
SPDW
SPDR INDEX SHS FDS
-10.63%
Shares11.0K
Event2026-03-31
Filed2026-04-23
PSTL
POSTAL REALTY TRUST INC
-9.47%
Shares27.0K
Event2026-03-31
Filed2026-04-23
AGX
ARGAN INC
-7.53%
Shares909
Event2026-03-31
Filed2026-04-23
MA
MASTERCARD INCORPORATED
1.96%
Shares988
Event2026-03-31
Filed2026-04-23
PPG
PPG INDS INC
-1.84%
Shares4.6K
Event2026-03-31
Filed2026-04-23
JGRO
J P MORGAN EXCHANGE TRADED F
2.30%
Shares5.8K
Event2026-03-31
Filed2026-04-23
LOW
LOWES COS INC
-7.62%
Shares2.1K
Event2026-03-31
Filed2026-04-23
AMD
ADVANCED MICRO DEVICES INC
5.02%
Shares2.4K
Event2026-03-31
Filed2026-04-23
NOBL
PROSHARES TR
54.43%
Shares4.5K
Event2026-03-31
Filed2026-04-23
GSLC
GOLDMAN SACHS ETF TR
0.00%
Shares3.8K
Event2026-03-31
Filed2026-04-23
DFAT
DIMENSIONAL ETF TRUST
0.00%
Shares7.6K
Event2026-03-31
Filed2026-04-23
POR
PORTLAND GEN ELEC CO
-1.97%
Shares8.9K
Event2026-03-31
Filed2026-04-23
MUB
ISHARES TR
0.00%
Shares4.4K
Event2026-03-31
Filed2026-04-23
SYK
STRYKER CORPORATION
0.28%
Shares1.4K
Event2026-03-31
Filed2026-04-23
NWE
NORTHWESTERN ENERGY GROUP IN
0.04%
Shares7.1K
Event2026-03-31
Filed2026-04-23
BWXT
BWX TECHNOLOGIES INC
-23.81%
Shares2.3K
Event2026-03-31
Filed2026-04-23
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
11.19%
Shares4.7K
Event2026-03-31
Filed2026-04-23
ATO
ATMOS ENERGY CORP
-5.79%
Shares2.5K
Event2026-03-31
Filed2026-04-23
VRT
VERTIV HOLDINGS CO
-0.11%
Shares1.8K
Event2026-03-31
Filed2026-04-23
EATON CORP PLC
EATON CORP PLC
9.50%
Shares1.3K
Event2026-03-31
Filed2026-04-23
UNH
UNITEDHEALTH GROUP INC
-17.65%
Shares1.7K
Event2026-03-31
Filed2026-04-23
NWN
NORTHWEST NAT HLDG CO
-0.51%
Shares8.4K
Event2026-03-31
Filed2026-04-23
STANLEY BLACK & DECKER INC
STANLEY BLACK & DECKER INC
-1.71%
Shares6.3K
Event2026-03-31
Filed2026-04-23
EEM
ISHARES TR
-0.62%
Shares7.8K
Event2026-03-31
Filed2026-04-23
SLB
SLB LIMITED
-3.83%
Shares8.6K
Event2026-03-31
Filed2026-04-23
AWK
AMERICAN WTR WKS CO INC NEW
-5.88%
Shares3.2K
Event2026-03-31
Filed2026-04-23
DE
DEERE & CO
-3.62%
Shares772
Event2026-03-31
Filed2026-04-23
SBRA
SABRA HEALTH CARE REIT INC
-4.10%
Shares22.6K
Event2026-03-31
Filed2026-04-23
FSK
FS KKR CAP CORP
-14.56%
Shares42.4K
Event2026-03-31
Filed2026-04-23
AVB
AVALONBAY CMNTYS INC
-1.09%
Shares2.6K
Event2026-03-31
Filed2026-04-23
CTVA
CORTEVA INC
-13.80%
Shares5.1K
Event2026-03-31
Filed2026-04-23
JCI
JOHNSON CONTROLS INTERNATION
-3.76%
Shares3.3K
Event2026-03-31
Filed2026-04-23
CRWD
CROWDSTRIKE HLDGS INC
17.35%
Shares1.1K
Event2026-03-31
Filed2026-04-23
SBLK
STAR BULK CARRIERS CORP.
0.29%
Shares18.5K
Event2026-03-31
Filed2026-04-23
DIS
DISNEY WALT CO
-12.50%
Shares4.4K
Event2026-03-31
Filed2026-04-23
CNP
CENTERPOINT ENERGY INC
-1.03%
Shares9.8K
Event2026-03-31
Filed2026-04-23
RF
REGIONS FINANCIAL CORP NEW
-0.97%
Shares16.0K
Event2026-03-31
Filed2026-04-23
MOAT
VANECK ETF TRUST
-1.71%
Shares4.3K
Event2026-03-31
Filed2026-04-23
LHX
L3HARRIS TECHNOLOGIES INC
1.61%
Shares1.2K
Event2026-03-31
Filed2026-04-23
CME
CME GROUP INC
15.04%
Shares1.4K
Event2026-03-31
Filed2026-04-23
BBY
BEST BUY INC
-1.15%
Shares6.4K
Event2026-03-31
Filed2026-04-23
GILD
GILEAD SCIENCES INC
-23.96%
Shares3.0K
Event2026-03-31
Filed2026-04-23
PNC
PNC FINL SVCS GROUP INC
-3.65%
Shares2.0K
Event2026-03-31
Filed2026-04-23
SLYV
SPDR SERIES TRUST
-5.50%
Shares4.3K
Event2026-03-31
Filed2026-04-23
MPLX
MPLX LP
1.12%
Shares7.1K
Event2026-03-31
Filed2026-04-23
QTUM
ETF SER SOLUTIONS
66.00%
Shares3.8K
Event2026-03-31
Filed2026-04-23
BKH
BLACK HILLS CORP
-0.36%
Shares5.8K
Event2026-03-31
Filed2026-04-23
CIFR
CIPHER DIGITAL INC
-21.16%
Shares31.2K
Event2026-03-31
Filed2026-04-23
NVS
NOVARTIS AG
-11.87%
Shares2.6K
Event2026-03-31
Filed2026-04-23
CVS
CVS HEALTH CORP
-0.34%
Shares5.5K
Event2026-03-31
Filed2026-04-23
BSCQ
INVESCO EXCH TRD SLF IDX FD
0.00%
Shares20.0K
Event2026-03-31
Filed2026-04-23
QGRW
WISDOMTREE TR
-8.06%
Shares7.3K
Event2026-03-31
Filed2026-04-23
AFL
AFLAC INC
-5.42%
Shares3.5K
Event2026-03-31
Filed2026-04-23
VIG
VANGUARD SPECIALIZED FUNDS
-33.88%
Shares1.8K
Event2026-03-31
Filed2026-04-23
PNW
PINNACLE WEST CAP CORP
0.16%
Shares3.9K
Event2026-03-31
Filed2026-04-23
SPYD
SPDR SERIES TRUST
-5.69%
Shares8.5K
Event2026-03-31
Filed2026-04-23
OUSTER INC
OUSTER INC
4.88%
Shares20.9K
Event2026-03-31
Filed2026-04-23
CGGR
CAPITAL GROUP GROWTH ETF
20.21%
Shares9.6K
Event2026-03-31
Filed2026-04-23
XSMO
INVESCO EXCHANGE TRADED FD T
26.23%
Shares5.0K
Event2026-03-31
Filed2026-04-23
IUSV
ISHARES TR
2.82%
Shares3.7K
Event2026-03-31
Filed2026-04-23
GOVT
ISHARES TR
4.80%
Shares16.2K
Event2026-03-31
Filed2026-04-23
BND
VANGUARD BD INDEX FDS
41.86%
Shares5.0K
Event2026-03-31
Filed2026-04-23
SPG
SIMON PPTY GROUP INC NEW
-3.11%
Shares2.0K
Event2026-03-31
Filed2026-04-23
XEL
XCEL ENERGY INC
-9.23%
Shares4.6K
Event2026-03-31
Filed2026-04-23
PEG
PUBLIC SVC ENTERPRISE GROUP
0.38%
Shares4.5K
Event2026-03-31
Filed2026-04-23
FPX
FIRST TR EXCHANGE-TRADED FD
-1.21%
Shares2.3K
Event2026-03-31
Filed2026-04-23
EMLP
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares8.2K
Event2026-03-31
Filed2026-04-23
CRWV
COREWEAVE INC
3.35%
Shares4.6K
Event2026-03-31
Filed2026-04-23
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
23.65%
Shares1.8K
Event2026-03-31
Filed2026-04-23
STRL
STERLING INFRASTRUCTURE INC
-2.04%
Shares865
Event2026-03-31
Filed2026-04-23
MDYG
SPDR SERIES TRUST
0.00%
Shares3.7K
Event2026-03-31
Filed2026-04-23
PANW
PALO ALTO NETWORKS INC
-15.94%
Shares2.2K
Event2026-03-31
Filed2026-04-23
MMM
3M CO
0.12%
Shares2.4K
Event2026-03-31
Filed2026-04-23
CGBL
CAPITAL GROUP CORE BALANCED
7.97%
Shares10.2K
Event2026-03-31
Filed2026-04-23
BE
BLOOM ENERGY CORP
-8.57%
Shares2.6K
Event2026-03-31
Filed2026-04-23
NEAR
ISHARES U S ETF TR
0.00%
Shares6.8K
Event2026-03-31
Filed2026-04-23
JPUS
J P MORGAN EXCHANGE TRADED F
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-23
IGLD
FIRST TR EXCHANGE-TRADED FD
1.55%
Shares13.4K
Event2026-03-31
Filed2026-04-23
EQIN
COLUMBIA ETF TR I
0.00%
Shares7.0K
Event2026-03-31
Filed2026-04-23
FLBL
FRANKLIN TEMPLETON ETF TR
-24.30%
Shares14.8K
Event2026-03-31
Filed2026-04-23
CSM
PROSHARES TR
-44.02%
Shares4.5K
Event2026-03-31
Filed2026-04-23
FXL
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares2.1K
Event2026-03-31
Filed2026-04-23
VEA
VANGUARD TAX-MANAGED FDS
-13.30%
Shares5.2K
Event2026-03-31
Filed2026-04-23
GE AEROSPACE
GE AEROSPACE
-45.95%
Shares1.2K
Event2026-03-31
Filed2026-04-23
VONV
VANGUARD SCOTTSDALE FDS
45.67%
Shares3.5K
Event2026-03-31
Filed2026-04-23
IREN
IREN LIMITED
49.00%
Shares9.5K
Event2026-03-31
Filed2026-04-23
IVT
INVENTRUST PPTYS CORP
0.02%
Shares10.7K
Event2026-03-31
Filed2026-04-23
NOC
NORTHROP GRUMMAN CORP
0.85%
Shares476
Event2026-03-31
Filed2026-04-23
CALF
PACER FDS TR
-2.26%
Shares7.2K
Event2026-03-31
Filed2026-04-23
GIS
GENERAL MILLS INC
7.10%
Shares8.6K
Event2026-03-31
Filed2026-04-23
QUAL
ISHARES TR
9.93%
Shares1.7K
Event2026-03-31
Filed2026-04-23
QNITY ELECTRONICS INC
QNITY ELECTRONICS INC
-17.40%
Shares2.7K
Event2026-03-31
Filed2026-04-23
REG
REGENCY CTRS CORP
-4.16%
Shares4.2K
Event2026-03-31
Filed2026-04-23
CHIRON REAL ESTATE INC
CHIRON REAL ESTATE INC
-2.12%
Shares9.4K
Event2026-03-31
Filed2026-04-23
BTI
BRITISH AMERN TOB PLC
3.84%
Shares5.3K
Event2026-03-31
Filed2026-04-23
ALL
ALLSTATE CORP
0.74%
Shares1.5K
Event2026-03-31
Filed2026-04-23
FDX
FEDEX CORP
-31.27%
Shares868
Event2026-03-31
Filed2026-04-23
GSL
GLOBAL SHIP LEASE INC
0.00%
Shares8.3K
Event2026-03-31
Filed2026-04-23
QYLD
GLOBAL X FDS
-0.87%
Shares17.9K
Event2026-03-31
Filed2026-04-23
TMO
THERMO FISHER SCIENTIFIC INC
2.46%
Shares625
Event2026-03-31
Filed2026-04-23
MDLZ
MONDELEZ INTL INC
31.31%
Shares5.3K
Event2026-03-31
Filed2026-04-23
EXR
EXTRA SPACE STORAGE INC
-3.59%
Shares2.3K
Event2026-03-31
Filed2026-04-23
DFIV
DIMENSIONAL ETF TRUST
-0.09%
Shares5.8K
Event2026-03-31
Filed2026-04-23
XHB
SPDR SERIES TRUST
0.10%
Shares3.1K
Event2026-03-31
Filed2026-04-23
ALB
ALBEMARLE CORP
-17.14%
Shares1.7K
Event2026-03-31
Filed2026-04-23
FE
FIRSTENERGY CORP
10.31%
Shares5.9K
Event2026-03-31
Filed2026-04-23
UNILEVER PLC
UNILEVER PLC
-11.09%
Shares5.3K
Event2026-03-31
Filed2026-04-23
TU
TELUS CORPORATION
3.19%
Shares23.1K
Event2026-03-31
Filed2026-04-23
KVUE
KENVUE INC
-14.26%
Shares17.0K
Event2026-03-31
Filed2026-04-23
MRCY
MERCURY SYS INC
0.00%
Shares4.0K
Event2026-03-31
Filed2026-04-23
TSN
TYSON FOODS INC
-1.95%
Shares4.6K
Event2026-03-31
Filed2026-04-23
JPSE
J P MORGAN EXCHANGE TRADED F
0.00%
Shares5.5K
Event2026-03-31
Filed2026-04-23
BLUEROCK PVT REAL ESTATE FD
BLUEROCK PVT REAL ESTATE FD
-3.33%
Shares17.3K
Event2026-03-31
Filed2026-04-23
KMI
KINDER MORGAN INC DEL
-25.98%
Shares8.6K
Event2026-03-31
Filed2026-04-23
FNX
FIRST TR EXCHANGE-TRADED ALP
0.00%
Shares2.2K
Event2026-03-31
Filed2026-04-23
GEV
GE VERNOVA INC
-39.74%
Shares326
Event2026-03-31
Filed2026-04-23
ARISTA NETWORKS INC
ARISTA NETWORKS INC
2.72%
Shares2.3K
Event2026-03-31
Filed2026-04-23
CANADIAN PACIFIC KANSAS CITY
CANADIAN PACIFIC KANSAS CITY
0.00%
Shares3.5K
Event2026-03-31
Filed2026-04-23
LAM RESEARCH CORP
LAM RESEARCH CORP
-19.00%
Shares1.3K
Event2026-03-31
Filed2026-04-23
LNG
CHENIERE ENERGY INC
New
Shares973
Event2026-03-31
Filed2026-04-23
WMB
WILLIAMS COS INC
-2.32%
Shares3.8K
Event2026-03-31
Filed2026-04-23
GS
GOLDMAN SACHS GROUP INC
3.83%
Shares325
Event2026-03-31
Filed2026-04-23
DIVO
AMPLIFY ETF TR
New
Shares6.1K
Event2026-03-31
Filed2026-04-23
VTEB
VANGUARD MUN BD FDS
3.80%
Shares5.5K
Event2026-03-31
Filed2026-04-23
WES
WESTERN MIDSTREAM PARTNERS L
1.00%
Shares6.6K
Event2026-03-31
Filed2026-04-23
ED
CONSOLIDATED EDISON INC
-2.59%
Shares2.4K
Event2026-03-31
Filed2026-04-23
HIMU
BLACKROCK ETF TRUST II
6.56%
Shares5.6K
Event2026-03-31
Filed2026-04-23
NKE
NIKE INC
13.30%
Shares5.0K
Event2026-03-31
Filed2026-04-23
PAYX
PAYCHEX INC
18.72%
Shares2.9K
Event2026-03-31
Filed2026-04-23
CAG
CONAGRA BRANDS INC
1.17%
Shares16.8K
Event2026-03-31
Filed2026-04-23
AMAT
APPLIED MATLS INC
-12.57%
Shares765
Event2026-03-31
Filed2026-04-23
IJT
ISHARES TR
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-23
DVYE
ISHARES INC
0.00%
Shares7.5K
Event2026-03-31
Filed2026-04-23
ADP
AUTOMATIC DATA PROCESSING IN
-15.46%
Shares1.3K
Event2026-03-31
Filed2026-04-23
WPM
WHEATON PRECIOUS METALS CORP
11.38%
Shares2.0K
Event2026-03-31
Filed2026-04-23
ROCKET LAB CORP
ROCKET LAB CORP
New
Shares3.9K
Event2026-03-31
Filed2026-04-23
GOLY
STRATEGY SHS
7.64%
Shares8.6K
Event2026-03-31
Filed2026-04-23
TRV
TRAVELERS COMPANIES INC
0.00%
Shares864
Event2026-03-31
Filed2026-04-23
GDX
VANECK ETF TRUST
New
Shares2.7K
Event2026-03-31
Filed2026-04-23
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
-17.79%
Shares5.5K
Event2026-03-31
Filed2026-04-23
EASTERLY GOVT PPTYS INC
EASTERLY GOVT PPTYS INC
-0.17%
Shares11.7K
Event2026-03-31
Filed2026-04-23
CRM
SALESFORCE INC
5.21%
Shares1.3K
Event2026-03-31
Filed2026-04-23
SCHX
SCHWAB STRATEGIC TR
9.12%
Shares9.7K
Event2026-03-31
Filed2026-04-23
NSC
NORFOLK SOUTHN CORP
2.88%
Shares858
Event2026-03-31
Filed2026-04-23
CB
CHUBB LTD SWITZ
-2.46%
Shares752
Event2026-03-31
Filed2026-04-23
WTRG
ESSENTIAL UTILS INC
-8.64%
Shares6.1K
Event2026-03-31
Filed2026-04-23
JMEE
J P MORGAN EXCHANGE TRADED F
0.00%
Shares3.6K
Event2026-03-31
Filed2026-04-23
IRM
IRON MTN INC DEL
New
Shares2.3K
Event2026-03-31
Filed2026-04-23
CBRE
CBRE GROUP INC
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-23
D
DOMINION ENERGY INC
-8.65%
Shares3.9K
Event2026-03-31
Filed2026-04-23
SOFI
SOFI TECHNOLOGIES INC
35.45%
Shares15.0K
Event2026-03-31
Filed2026-04-23
VONE
VANGUARD SCOTTSDALE FDS
-3.86%
Shares796
Event2026-03-31
Filed2026-04-23
AMT
AMERICAN TOWER CORP
New
Shares1.4K
Event2026-03-31
Filed2026-04-23
LXP INDUSTRIAL TRUST
LXP INDUSTRIAL TRUST
-2.83%
Shares5.0K
Event2026-03-31
Filed2026-04-23
DFUV
DIMENSIONAL ETF TRUST
0.00%
Shares4.8K
Event2026-03-31
Filed2026-04-23
VLO
VALERO ENERGY CORP
New
Shares929
Event2026-03-31
Filed2026-04-23
MGK
VANGUARD WORLD FD
-46.98%
Shares623
Event2026-03-31
Filed2026-04-23
HIG
HARTFORD INSURANCE GROUP INC
0.18%
Shares1.7K
Event2026-03-31
Filed2026-04-23
AMCOR PLC
AMCOR PLC
New
Shares5.7K
Event2026-03-31
Filed2026-04-23
CLX
CLOROX CO DEL
New
Shares2.2K
Event2026-03-31
Filed2026-04-23
EQIX
EQUINIX INC
-61.67%
Shares230
Event2026-03-31
Filed2026-04-23
MSIF
MSC INCOME FUND INC
New
Shares18.4K
Event2026-03-31
Filed2026-04-23
ITW
ILLINOIS TOOL WKS INC
-10.61%
Shares859
Event2026-03-31
Filed2026-04-23
XMPT
VANECK ETF TRUST
3.52%
Shares10.4K
Event2026-03-31
Filed2026-04-23
PPL
PPL CORP
-3.38%
Shares5.8K
Event2026-03-31
Filed2026-04-23
VAW
VANGUARD WORLD FD
New
Shares985
Event2026-03-31
Filed2026-04-23
SCHF
SCHWAB STRATEGIC TR
New
Shares8.9K
Event2026-03-31
Filed2026-04-23
FLQS
FRANKLIN TEMPLETON ETF TR
0.00%
Shares5.1K
Event2026-03-31
Filed2026-04-23
PWB
INVESCO EXCHANGE TRADED FD T
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-23
HTGC
HERCULES CAPITAL INC
43.13%
Shares14.6K
Event2026-03-31
Filed2026-04-23
FTNT
FORTINET INC
New
Shares2.6K
Event2026-03-31
Filed2026-04-23
BIP
BROOKFIELD INFRASTRUCTURE PA
-6.39%
Shares5.9K
Event2026-03-31
Filed2026-04-23
CGUS
CAPITAL GROUP CORE EQUITY ET
-4.33%
Shares5.5K
Event2026-03-31
Filed2026-04-23
MCK
MCKESSON CORP
New
Shares243
Event2026-03-31
Filed2026-04-23
SNY
SANOFI SA
New
Shares4.3K
Event2026-03-31
Filed2026-04-23
SM
SM ENERGY COMPANY
New
Shares6.7K
Event2026-03-31
Filed2026-04-23
SCHG
SCHWAB STRATEGIC TR
0.07%
Shares7.1K
Event2026-03-31
Filed2026-04-23
PEBO
PEOPLES BANCORP INC
New
Shares6.3K
Event2026-03-31
Filed2026-04-23
CPB
THE CAMPBELLS COMPANY
14.42%
Shares9.3K
Event2026-03-31
Filed2026-04-23
WELL
WELLTOWER INC
New
Shares1.0K
Event2026-03-31
Filed2026-04-23
JHMM
JOHN HANCOCK EXCHANGE TRADED
New
Shares3.0K
Event2026-03-31
Filed2026-04-23
COF
CAPITAL ONE FINL CORP
22.41%
Shares1.1K
Event2026-03-31
Filed2026-04-23
MCHP
MICROCHIP TECHNOLOGY INC.
-15.04%
Shares3.1K
Event2026-03-31
Filed2026-04-23
CF
CF INDUSTRIES HOLD
New
Shares1.6K
Event2026-03-31
Filed2026-04-23
VYM
VANGUARD WHITEHALL FDS
-34.09%
Shares1.4K
Event2026-03-31
Filed2026-04-23
KRC
KILROY REALTY CORP
0.52%
Shares7.1K
Event2026-03-31
Filed2026-04-23
HP INC
HP INC
New
Shares10.3K
Event2026-03-31
Filed2026-04-23
HR
HEALTHCARE RLTY TR
-6.27%
Shares11.2K
Event2026-03-31
Filed2026-04-23
ETB
EATON VANCE TAX MNGED BUY WR
0.81%
Shares11.5K
Event2026-03-31
Filed2026-04-23
FSCO
FS CREDIT OPPORTUNITIES CORP
5.35%
Shares28.6K
Event2026-03-31
Filed2026-04-23
F
FORD MTR CO
-3.31%
Shares12.3K
Event2026-03-31
Filed2026-04-23
BBAI
BIGBEAR AI HLDGS INC
60.38%
Shares34.0K
Event2026-03-31
Filed2026-04-23
HIPS
GRANITESHARES ETF TR
0.00%
Shares10.2K
Event2026-03-31
Filed2026-04-23
AOD
ABRDN TOTAL DYNAMIC DIVIDEND
0.00%
Shares12.6K
Event2026-03-31
Filed2026-04-23
PK
PARK HOTELS & RESORTS INC
New
Shares10.3K
Event2026-03-31
Filed2026-04-23
SOUN
SOUNDHOUND AI INC
New
Shares13.7K
Event2026-03-31
Filed2026-04-23
QUBT
QUANTUM COMPUTING INC
-64.74%
Shares13.2K
Event2026-03-31
Filed2026-04-23
BLNE
BEELINE HOLDINGS INC
New
Shares29.5K
Event2026-03-31
Filed2026-04-23

Call Option Holdings
SPY Call
STATE STR SPDR S&P 500 ETF T
-6.92%
Shares48.4K
Event2026-03-31
Filed2026-04-23
XLE Call
SELECT SECTOR SPDR TR
0.00%
Shares4.2K
Event2026-03-31
Filed2026-04-23

Put Option Holdings
SPY Put
STATE STR SPDR S&P 500 ETF T
45.45%
Shares1.6K
Event2026-03-31
Filed2026-04-23
Intrua Financial, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo