Sponsored

The Analysis of Investment Research & Advisory Group, Inc.'s Holdings & P&L

Currently, Investment Research & Advisory Group, Inc. holds 277 types of securities in its portfolio with a total value $286.3M. In the most recent quarter, they have increased their positions in CLX (+15.7K shares, valued at $1.6M), N/A (+10.7K shares, valued at $986.7K), GL (+4.5K shares, valued at $632.3K); decreased their positions in PG (-12.2K shares, valued at $1.8M), ADBE (-4.5K shares, valued at $1.1M), NVDA (-3.3K shares, valued at $590.6K); initiated new positions in CLX (+15.7K shares, valued at $1.6M), N/A (+10.7K shares, valued at $986.7K), DFIV (+1.6K shares, valued at $84.4K).

1M P&L

+7.7M+3.93%

3M P&L

+9.1M+4.66%

HY P&L

+12.3M+6.42%

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/A21.1M

11.2%

2Consumer Electronics19.5M

10.4%

3Credit Services13.0M

6.9%

Top Industries by Stock Count

1N/A78 stocks

31.2%

2Software - Application9 stocks

3.6%

3Drug Manufacturers - General7 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF115.5K shares0.47%2026-03-312026-04-20

AAPL APPLE INC76.0K shares-0.90%2026-03-312026-04-20

ALPHABET INC CLASS CLASS A ALPHABET INC CLASS CLASS A41.8K shares-2.60%2026-03-312026-04-20

NVDA NVIDIA CORP64.3K shares-4.86%2026-03-312026-04-20

AMZN AMAZON.COM INC41.2K shares-0.06%2026-03-312026-04-20

MSFT MICROSOFT CORP21.2K shares0.02%2026-03-312026-04-20

JPM JPMORGAN CHASE & CO25.9K shares0.32%2026-03-312026-04-20

MA MASTERCARD INC CLASS CLASS A13.7K shares-0.18%2026-03-312026-04-20

Sponsored

LLY ELI LILLY AND CO7.4K shares0.68%2026-03-312026-04-20

SCHW CHARLES SCHWAB CORP66.9K shares1.24%2026-03-312026-04-20

V VISA INC CLASS CLASS A19.9K shares0.53%2026-03-312026-04-20

META META PLATFORMS INC CLASS CLASS A9.8K shares-1.24%2026-03-312026-04-20

JNJ JOHNSON & JOHNSON21.7K shares-2.58%2026-03-312026-04-20

BLK BLACKROCK INC NEW5.3K shares0.62%2026-03-312026-04-20

ASML ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS3.8K shares-0.71%2026-03-312026-04-20

COST COSTCO WHSL CORP NEW4.9K shares0.99%2026-03-312026-04-20

Sponsored

CB CHUBB LTD F14.3K shares1.14%2026-03-312026-04-20

GE AEROSPACE GE AEROSPACE15.4K shares-3.44%2026-03-312026-04-20

UBER UBER TECHNOLOGIES INC58.4K shares-0.55%2026-03-312026-04-20

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP11.2K shares3.49%2026-03-312026-04-20

BERKSHIRE HATHAWAY CLASS B BERKSHIRE HATHAWAY CLASS B7.6K shares0.21%2026-03-312026-04-20

NFLX NETFLIX INC37.7K shares-3.89%2026-03-312026-04-20

PM PHILIP MORRIS INTL INC20.9K shares0.36%2026-03-312026-04-20

LMT LOCKHEED MARTIN CORP5.6K shares-6.78%2026-03-312026-04-20

Sponsored

IQV IQVIA HLDGS INC18.3K shares2.02%2026-03-312026-04-20

SBUX STARBUCKS CORP34.4K shares3.26%2026-03-312026-04-20

CAT CATERPILLAR INC4.3K shares3.77%2026-03-312026-04-20

CRM SALESFORCE INC16.2K shares-0.87%2026-03-312026-04-20

BA BOEING CO15.0K shares7.67%2026-03-312026-04-20

BKNG BOOKING HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES657 shares-13.32%2026-03-312026-04-20

VB VANGUARD SMALL-CAP INDEXFUND ETF SHARES10.4K shares-2.20%2026-03-312026-04-20

VTWO VANGUARD RUSSELL 2000 INDEX FUND ETF SHARES26.5K shares9.38%2026-03-312026-04-20

Sponsored

VEEV VEEVA SYS INC CLASS CLASS A13.5K shares-9.25%2026-03-312026-04-20

SPYX STATE STREET SPDR S&P 500 ETF TRUST3.2K shares14.33%2026-03-312026-04-20

ADM ARCHER-DANIELS MIDLAND C26.2K shares-0.76%2026-03-312026-04-20

PANW PALO ALTO NETWORKS INC11.7K shares22.20%2026-03-312026-04-20

GEV GE VERNOVA INC2.1K shares-2.33%2026-03-312026-04-20

IEFA ISHARES CORE MSCI EAFE ETF18.7K shares0.62%2026-03-312026-04-20

CLX CLOROX CO15.7K sharesnew addition2026-03-312026-04-20

TMO THERMO FISHER SCIENTIFIC3.3K shares0.80%2026-03-312026-04-20

Sponsored

DHR DANAHER CORP6.8K shares14.72%2026-03-312026-04-20

SHOP SHOPIFY INC FCLASS CLASS A10.8K shares47.01%2026-03-312026-04-20

BND VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES16.4K shares4.60%2026-03-312026-04-20

ALPHABET INC CLASS CLASS C ALPHABET INC CLASS CLASS C3.9K shares0.39%2026-03-312026-04-20

VXUS VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES14.7K shares-1.09%2026-03-312026-04-20

KKR & CO INC KKR & CO INC10.7K sharesnew addition2026-03-312026-04-20

IJH ISHARES CORE S&P MID-CAPETF14.1K shares-9.34%2026-03-312026-04-20

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF13.4K shares0.52%2026-03-312026-04-20

Sponsored

IVV ISHARES CORE S&P 500 ETF1.4K shares-3.46%2026-03-312026-04-20

IVW ISHARES S&P 500 GROWTH ETF7.1K shares0.08%2026-03-312026-04-20

HD HOME DEPOT INC2.3K shares0.69%2026-03-312026-04-20

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES9.5K shares0.15%2026-03-312026-04-20

MERCK & CO. INC. MERCK & CO. INC.6.2K shares-7.77%2026-03-312026-04-20

VDE VANGUARD ENERGY INDEX FUND ETF SHARES4.1K shares0.54%2026-03-312026-04-20

GL GLOBE LIFE INC4.8K shares2009.73%2026-03-312026-04-20

MGV VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES3.8K shares0.16%2026-03-312026-04-20

Sponsored

IVE ISHARES S&P 500 VALUE ETF2.6K shares0.35%2026-03-312026-04-20

SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF19.8K shares6.68%2026-03-312026-04-20

CHH CHOICE HOTELS INTL INC4.2K shares0.26%2026-03-312026-04-20

FDX FEDEX CORP1.2K shares0.51%2026-03-312026-04-20

TSLA TESLA INC972 shares60.40%2026-03-312026-04-20

IRT INDEPENDENCE RLTY TR INCREIT25.3K shares-15.57%2026-03-312026-04-20

BROADCOM INC BROADCOM INC1.1K shares-17.21%2026-03-312026-04-20

KO THE COCA-COLA CO4.1K shares-3.02%2026-03-312026-04-20

Sponsored

VMC VULCAN MATLS CO1.1K shares2126.00%2026-03-312026-04-20

LOW LOWES COS INC1.1K shares-3.53%2026-03-312026-04-20

IJR ISHARES CORE S&P SMALL-CAP ETF2.1K shares0.05%2026-03-312026-04-20

PNFP PINNACLE FINL PARTNERS I3.1K shares0.56%2026-03-312026-04-20

AVUV AVANTIS US SMALL CAP VALUE ETF2.3K shares0.04%2026-03-312026-04-20

BAC BANK OF AMERICA CORP4.8K shares0.33%2026-03-312026-04-20

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF1.7K shares0.23%2026-03-312026-04-20

PFG PRINCIPAL FINL GROUP INC2.6K shares0.00%2026-03-312026-04-20

Sponsored

VBR VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES1.1K shares0.57%2026-03-312026-04-20

VBK VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES741 shares0.00%2026-03-312026-04-20

ABBV ABBVIE INC891 shares0.34%2026-03-312026-04-20

GS GOLDMAN SACHS GROUP INC218 shares0.46%2026-03-312026-04-20

AMGN AMGEN INC490 shares-4.67%2026-03-312026-04-20

MCD MCDONALDS CORP526 shares-21.96%2026-03-312026-04-20

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF838 shares10375.00%2026-03-312026-04-20

WMT WALMART INC1.2K shares0.09%2026-03-312026-04-20

Sponsored

LAM RESH CORP LAM RESH CORP679 shares0.15%2026-03-312026-04-20

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF729 shares71.53%2026-03-312026-04-20

SDY STATE STREET SPDR S&P DIVIDEND ETF982 shares-2.48%2026-03-312026-04-20

BN BROOKFIELD CORP FCLASS A3.4K shares0.00%2026-03-312026-04-20

CITIGROUP INC CITIGROUP INC1.1K shares0.53%2026-03-312026-04-20

CRWD CROWDSTRIKE HLDGS INC CLASS A342 shares0.00%2026-03-312026-04-20

INVESCO QQQ TR INVESCO QQQ TR231 shares0.87%2026-03-312026-04-20

SMH VANECK SEMICONDUCTOR ETF336 shares10.16%2026-03-312026-04-20

Sponsored

VTI VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES376 shares0.00%2026-03-312026-04-20

MU MICRON TECHNOLOGY INC330 shares65.00%2026-03-312026-04-20

ANET ARISTA NETWORKS INC905 shares0.00%2026-03-312026-04-20

BNDX VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES2.2K shares9.09%2026-03-312026-04-20

T AT&T INC3.5K shares0.00%2026-03-312026-04-20

RTX RTX CORP513 shares0.00%2026-03-312026-04-20

WFC WELLS FARGO & CO1.2K shares0.16%2026-03-312026-04-20

INVESCO RAFI US 1000 ETF INVESCO RAFI US 1000 ETF2.1K shares142.94%2026-03-312026-04-20

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW649 shares-7.81%2026-03-312026-04-20

SOFI SOFI TECHNOLOGIES INC5.7K shares14.53%2026-03-312026-04-20

AMT AMERICAN TOWER CORP NEW REIT513 shares0.98%2026-03-312026-04-20

CVX CHEVRON CORP NEW380 shares0.00%2026-03-312026-04-20

DFIV DIMENSIONAL INTERNATIONAL VALUE ETF1.6K sharesnew addition2026-03-312026-04-20

XOM EXXON MOBIL CORP387 shares0.00%2026-03-312026-04-20

TFC TRUIST FINL CORP1.7K shares0.85%2026-03-312026-04-20

CEG CONSTELLATION ENERGY COR277 shares-1.07%2026-03-312026-04-20

Sponsored

SPHQ INVESCO S&P 500 QUALITY ETF1.0K shares0.00%2026-03-312026-04-20

MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST122 sharesnew addition2026-03-312026-04-20

PLTR PALANTIR TECHNOLOGIES INCLASS CLASS A432 shares87.01%2026-03-312026-04-20

MO ALTRIA GROUP INC912 shares5.19%2026-03-312026-04-20

AA ALCOA CORP1.0K shares0.20%2026-03-312026-04-20

GILD GILEAD SCIENCES INC408 shares0.49%2026-03-312026-04-20

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF483 shares0.42%2026-03-312026-04-20

SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF657 shares1297.87%2026-03-312026-04-20

Sponsored

PG PROCTER & GAMBLE CO430 shares-96.60%2026-03-312026-04-20

GRDN GUARDIAN PHARMACY SVCS ICLASS A1.7K shares0.00%2026-03-312026-04-20

GBTC GRAYSCALE BITCOIN MINI TRUST ETF1.3K shares0.00%2026-03-312026-04-20

RDDT REDDIT INC CLASS A430 shares0.00%2026-03-312026-04-20

SO SOUTHERN CO504 shares0.00%2026-03-312026-04-20

SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF1.0K shares0.00%2026-03-312026-04-20

OXY OCCIDENTAL PETE CORP856 shares0.23%2026-03-312026-04-20

APD AIR PRODS & CHEMS INC189 shares1.07%2026-03-312026-04-20

Sponsored

PEP PEPSICO INC324 shares0.62%2026-03-312026-04-20

BRO BROWN & BROWN INC835 shares0.00%2026-03-312026-04-20

ACCENTURE PLC IRELAND FCLASS CLASS A ACCENTURE PLC IRELAND FCLASS CLASS A267 shares175.26%2026-03-312026-04-20

CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF840 shares0.00%2026-03-312026-04-20

INVESCO S&P 500 LOW VOLATILITY ETF INVESCO S&P 500 LOW VOLATILITY ETF691 shares0.00%2026-03-312026-04-20

XLV STATE STREET HEALTH CARESELECT SECTOR SPDR ETF145 shares0.69%2026-03-312026-04-20

AVDE AVANTIS INTERNATIONAL EQUITY ETF589 shares0.00%2026-03-312026-04-20

XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF135 sharesnew addition2026-03-312026-04-20

Sponsored

DIS DISNEY WALT CO504 shares-20.88%2026-03-312026-04-20

QQQJ INVESCO NASDAQ NEXT GEN 100 ETF1.3K shares0.15%2026-03-312026-04-20

EXC EXELON CORP900 shares0.00%2026-03-312026-04-20

ORCL ORACLE CORP325 shares0.31%2026-03-312026-04-20

ADBE ADOBE INC188 shares-96.01%2026-03-312026-04-20

SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF954 sharesnew addition2026-03-312026-04-20

HTRB HARTFORD TOTAL RETURN BOND ETF1.3K shares0.00%2026-03-312026-04-20

CRUS CIRRUS LOGIC INC300 shares0.00%2026-03-312026-04-20

Sponsored

PFGC PERFORMANCE FOOD GROUP C500 shares0.00%2026-03-312026-04-20

XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF286 shares51.32%2026-03-312026-04-20

NVO NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS1.1K shares0.00%2026-03-312026-04-20

FLTB FIDELITY LIMITED TERM BOND ETF811 shares0.00%2026-03-312026-04-20

HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FU429 shares0.00%2026-03-312026-04-20

EFA ISHARES MSCI EAFE ETF403 sharesnew addition2026-03-312026-04-20

CSCO CISCO SYS INC406 shares-23.25%2026-03-312026-04-20

DAL DELTA AIR LINES INC DEL552 shares0.00%2026-03-312026-04-20

Sponsored

TGT TARGET CORP EQUITY CLASS EQUITY294 shares0.00%2026-03-312026-04-20

EATON CORP PLC F EATON CORP PLC F100 sharesnew addition2026-03-312026-04-20

AXP AMERICAN EXPRESS CO113 shares-30.67%2026-03-312026-04-20

O REALTY INCOME CORP REIT502 shares0.00%2026-03-312026-04-20

SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF430 shares0.00%2026-03-312026-04-20

SMR NUSCALE PWR CORP CLASS A3.0K sharesnew addition2026-03-312026-04-20

ADP AUTOMATIC DATA PROCESSIN125 shares0.00%2026-03-312026-04-20

DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGEETF TRUST70 shares0.00%2026-03-312026-04-20

Sponsored

VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES141 shares0.00%2026-03-312026-04-20

MUSA MURPHY USA INC61 shares0.00%2026-03-312026-04-20

ORLY O REILLY AUTOMOTIVE INC240 shares-23.81%2026-03-312026-04-20

VOE VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES157 shares0.00%2026-03-312026-04-20

CARR CARRIER GLOBAL CORP451 shares0.00%2026-03-312026-04-20

MHK MOHAWK INDS INC269 shares0.00%2026-03-312026-04-20

EMR EMERSON ELEC CO201 shares0.00%2026-03-312026-04-20

NOW SERVICENOW INC245 shares0.00%2026-03-312026-04-20

Sponsored

ADSK AUTODESK INC97 shares0.00%2026-03-312026-04-20

BNT BROOKFIELD ASSET MGMT FCLASS A565 shares0.00%2026-03-312026-04-20

GOLY STRATEGY SHARES GOLD-HEDGED BOND ETF845 sharesnew addition2026-03-312026-04-20

MCHI ISHARES MSCI CHINA ETF439 shares0.00%2026-03-312026-04-20

CRH CRH PUBLIC LIMITED CO F200 shares0.00%2026-03-312026-04-20

MDLZ MONDELEZ INTL INC CLASS A340 shares0.00%2026-03-312026-04-20

XCEM COLUMBIA EM CORE EX-CHINA ETF569 shares0.00%2026-03-312026-04-20

VONG VANGUARD RUSSELL 1000 GROWTH INDEX FUND ETF SHARES205 shares0.00%2026-03-312026-04-20

Sponsored

OTIS OTIS WORLDWIDE CORP290 shares0.00%2026-03-312026-04-20

GM GENERAL MTRS CO268 shares0.37%2026-03-312026-04-20

WBD WARNER BROS DISCOVERY INCLASS SERIES A611 shares0.00%2026-03-312026-04-20

NU NU HLDGS LTD FCLASS CLASS A1.5K shares0.00%2026-03-312026-04-20

AMD ADVANCED MICRO DEVIC59 sharesnew addition2026-03-312026-04-20

SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF452 sharesnew addition2026-03-312026-04-20

DOV DOVER CORP91 shares-50.27%2026-03-312026-04-20

IWM ISHARES RUSSELL 2000 ETF83 sharesnew addition2026-03-312026-04-20

Sponsored

STT STATE STR CORP145 shares0.69%2026-03-312026-04-20

BKR BAKER HUGHES CO. A CLASS CLASS A291 shares0.34%2026-03-312026-04-20

KMB KIMBERLY CLARK CORP197 shares0.00%2026-03-312026-04-20

HOOD ROBINHOOD MKTS INC CLASS CLASS A269 sharesnew addition2026-03-312026-04-20

PFE PFIZER INC523 shares0.00%2026-03-312026-04-20

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF616 shares0.65%2026-03-312026-04-20

COP CONOCOPHILLIPS76 shares1.33%2026-03-312026-04-20

UNH UNITEDHEALTH GROUP INC18 shares260.00%2026-03-312026-04-20

Sponsored

IDXX IDEXX LABS INC27 shares0.00%2026-03-312026-04-20

MELI MERCADOLIBRE INC10 shares0.00%2026-03-312026-04-20

HRL HORMEL FOODS CORP754 shares1.21%2026-03-312026-04-20

NOC NORTHROP GRUMMAN CORP16 shares0.00%2026-03-312026-04-20

SCHB SCHWAB U.S. BROAD MARKETETF662 shares20.58%2026-03-312026-04-20

INTC INTEL CORP251 shares0.00%2026-03-312026-04-20

EME EMCOR GROUP INC13 shares0.00%2026-03-312026-04-20

SHEL SHELL PLC FTENDER OFFER EXP:165 shares0.00%2026-03-312026-04-20

Sponsored

ABT ABBOTT LABS135 shares-59.46%2026-03-312026-04-20

MEDTRONIC PLC F MEDTRONIC PLC F109 shares0.00%2026-03-312026-04-20

VEA VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES204 shares0.00%2026-03-312026-04-20

SCI SERVICE CORP INTL159 shares0.63%2026-03-312026-04-20

ZTS ZOETIS INC CLASS CLASS A109 shares0.00%2026-03-312026-04-20

FE FIRSTENERGY CORP220 shares-65.63%2026-03-312026-04-20

KMX CARMAX INC283 shares0.00%2026-03-312026-04-20

CTVA CORTEVA INC93 shares0.00%2026-03-312026-04-20

Sponsored

PRU PRUDENTIAL FINL INC101 shares0.00%2026-03-312026-04-20

BSV VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES139 shares0.72%2026-03-312026-04-20

PLD PROLOGIS INC REIT50 shares0.00%2026-03-312026-04-20

INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF146 sharesnew addition2026-03-312026-04-20

SE SEA LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS116 shares0.00%2026-03-312026-04-20

MS MORGAN STANLEY18 shares0.00%2026-03-312026-04-20

ABNB AIRBNB INC CLASS A55 shares0.00%2026-03-312026-04-20

XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF53 sharesnew addition2026-03-312026-04-20

Sponsored

GEHC GE HEALTHCARE TECHNOLOGI110 shares0.00%2026-03-312026-04-20

EPI WISDOMTREE INDIA EARNINGS FUND200 shares0.00%2026-03-312026-04-20

DXCM DEXCOM INC100 shares0.00%2026-03-312026-04-20

CSX CSX CORP126 shares0.80%2026-03-312026-04-20

IT GARTNER INC43 shares0.00%2026-03-312026-04-20

XYZ BLOCK INC A CLASS CLASS A98 shares0.00%2026-03-312026-04-20

PKW INVESCO BUYBACK ACHIEVERS ETF50 shares0.00%2026-03-312026-04-20

WING WINGSTOP INC42 shares0.00%2026-03-312026-04-20

Sponsored

NANC UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF152 shares0.00%2026-03-312026-04-20

IBIT ISHARES BITCOIN TRUST ETF161 shares0.00%2026-03-312026-04-20

QNITY ELECTRONICS INC QNITY ELECTRONICS INC46 shares0.00%2026-03-312026-04-20

HSY HERSHEY CO23 shares0.00%2026-03-312026-04-20

VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES38 shares0.00%2026-03-312026-04-20

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC93 shares0.00%2026-03-312026-04-20

RSG REPUBLIC SVCS INC17 shares0.00%2026-03-312026-04-20

VO VANGUARD MID-CAP INDEX FUND ETF SHARES17 shares0.00%2026-03-312026-04-20

Sponsored

DOW DOW INC93 shares0.00%2026-03-312026-04-20

KHC KRAFT HEINZ CO210 shares0.00%2026-03-312026-04-20

FCX FREEPORT-MCMORAN INC49 sharesnew addition2026-03-312026-04-20

MATCH GROUP INC NEW MATCH GROUP INC NEW145 shares0.69%2026-03-312026-04-20

LULU LULULEMON ATHLETICA INC28 shares0.00%2026-03-312026-04-20

EPD ENTERPRISE PRODS PART LP103 shares1.98%2026-03-312026-04-20

ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF32 shares0.00%2026-03-312026-04-20

TEAM ATLASSIAN CORP CLASS A45 shares0.00%2026-03-312026-04-20

Sponsored

MSOS ADVISORSHARES PURE US CANNABIS ETF800 shares0.00%2026-03-312026-04-20

MMM 3M CO12 shares0.00%2026-03-312026-04-20

TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS8 shares0.00%2026-03-312026-04-20

IHG INTERCONTINENTAL HOTEL FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS19 shares0.00%2026-03-312026-04-20

JOBY JOBY AVIATION INC FCLASS A300 shares0.00%2026-03-312026-04-20

UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS43 shares59.26%2026-03-312026-04-20

PLX PROTALIX BIOTHERAPEUTICS1.0K shares0.00%2026-03-312026-04-20

SEDG SOLAREDGE TECHNOLOGIES I38 shares0.00%2026-03-312026-04-20

Sponsored

APOLLO GLOBAL MGMT INC NCLASS CLASS A APOLLO GLOBAL MGMT INC NCLASS CLASS A5 sharesnew addition2026-03-312026-04-20

OWL BLUE OWL CAP INC CLASS A200 sharesnew addition2026-03-312026-04-20

F FORD MTR CO DEL12 shares0.00%2026-03-312026-04-20

BGR BLACKROCK ENERGY & RESOU102 shares0.00%2026-03-312026-04-20

MSTR STRATEGY INC CLASS A5 sharesnew addition2026-03-312026-04-20

RBLX RIVIAN AUTOMOTIVE INC CLASS CLASS A53 shares3.92%2026-03-312026-04-20

BBUC BROOKFIELD BUSINESS CO FCLASS A45 shares200.00%2026-03-312026-04-20

VOT VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES5 shares0.00%2026-03-312026-04-20

Sponsored

MFA MFA FINL INC REIT132 shares3.13%2026-03-312026-04-20

IBM IBM CORP1 shares0.00%2026-03-312026-04-20

HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF19 shares0.00%2026-03-312026-04-20

PTON PELOTON INTERACTIVE INC CLASS CLASS A260 shares0.00%2026-03-312026-04-20

XRPI XRP ETF146 shares0.00%2026-03-312026-04-20

VTRS VIATRIS INC43 shares0.00%2026-03-312026-04-20

ONDS ONDAS INC110 shares0.00%2026-03-312026-04-20

SPOT SPOTIFY TECHNOLOGY S A F2 shares0.00%2026-03-312026-04-20

Sponsored

INDA ISHARES MSCI INDIA ETF20 shares0.00%2026-03-312026-04-20

BROOKFIELD WEALTH SO A FCLASS A BROOKFIELD WEALTH SO A FCLASS A22 shares0.00%2026-03-312026-04-20

SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF9 shares0.00%2026-03-312026-04-20

UAMY UNITED STS ANTIMONY CORP78 shares0.00%2026-03-312026-04-20

OKLO OKLO INC CLASS A9 shares0.00%2026-03-312026-04-20

OXY.WS OCCIDENTAL PETE C 27 WTSWARRANTS EXP 08/03/277 shares0.00%2026-03-312026-04-20

AER AERCAP HOLDINGS N V F2 shares0.00%2026-03-312026-04-20

CRWV COREWEAVE INC CLASS A3 sharesnew addition2026-03-312026-04-20

Sponsored

BP BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS4 shares0.00%2026-03-312026-04-20

SMG SCOTTS MIRACLE-GRO CO3 shares0.00%2026-03-312026-04-20

PSC PRINCIPAL U.S. SMALL-CAPETF3 shares50.00%2026-03-312026-04-20

BR BROADRIDGE FINL SOLUTION1 shares0.00%2026-03-312026-04-20

SCHD SCHWAB U.S. DIVIDEND EQUITY ETF5 shares0.00%2026-03-312026-04-20

RKT ROCKET COMPANIES CLA A CLASS A11 shares0.00%2026-03-312026-04-20

EPSM EPSIUM ENTERPRISE LTD FCLASS A90 shares0.00%2026-03-312026-04-20

SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF2 shares0.00%2026-03-312026-04-20

Sponsored

RVLV REVOLVE GROUP INC CLASS A5 shares0.00%2026-03-312026-04-20

FENI FIDELITY ENHANCED INTERNATIONAL ETF2 shares0.00%2026-03-312026-04-20

EVTR EATON VANCE TOTAL RETURNBOND ETF1 shares0.00%2026-03-312026-04-20

UITB VICTORYSHARES CORE INTERMEDIATE BOND ETF1 shares0.00%2026-03-312026-04-20

CGC CANOPY GROWTH CORP F5 shares0.00%2026-03-312026-04-20

VANGUARD S&P 500 ETF

0.47%

Shares115.5K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

-0.90%

Shares76.0K

Event2026-03-31

Filed2026-04-20

ALPHABET INC CLASS CLASS A

-2.60%

Shares41.8K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORP

-4.86%

Shares64.3K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON.COM INC

-0.06%

Shares41.2K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

0.02%

Shares21.2K

Event2026-03-31

Filed2026-04-20

JPM

JPMORGAN CHASE & CO

0.32%

Shares25.9K

Event2026-03-31

Filed2026-04-20

MASTERCARD INC CLASS CLASS A

-0.18%

Shares13.7K

Event2026-03-31

Filed2026-04-20

LLY

ELI LILLY AND CO

0.68%

Shares7.4K

Event2026-03-31

Filed2026-04-20

SCHW

CHARLES SCHWAB CORP

1.24%

Shares66.9K

Event2026-03-31

Filed2026-04-20

VISA INC CLASS CLASS A

0.53%

Shares19.9K

Event2026-03-31

Filed2026-04-20

META

META PLATFORMS INC CLASS CLASS A

-1.24%

Shares9.8K

Event2026-03-31

Filed2026-04-20

JNJ

JOHNSON & JOHNSON

-2.58%

Shares21.7K

Event2026-03-31

Filed2026-04-20

BLK

BLACKROCK INC NEW

0.62%

Shares5.3K

Event2026-03-31

Filed2026-04-20

ASML

ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS

-0.71%

Shares3.8K

Event2026-03-31

Filed2026-04-20

COST

COSTCO WHSL CORP NEW

0.99%

Shares4.9K

Event2026-03-31

Filed2026-04-20

CHUBB LTD F

1.14%

Shares14.3K

Event2026-03-31

Filed2026-04-20

GE AEROSPACE

-3.44%

Shares15.4K

Event2026-03-31

Filed2026-04-20

UBER

UBER TECHNOLOGIES INC

-0.55%

Shares58.4K

Event2026-03-31

Filed2026-04-20

GENERAL DYNAMICS CORP

3.49%

Shares11.2K

Event2026-03-31

Filed2026-04-20

BERKSHIRE HATHAWAY CLASS B

0.21%

Shares7.6K

Event2026-03-31

Filed2026-04-20

NFLX

NETFLIX INC

-3.89%

Shares37.7K

Event2026-03-31

Filed2026-04-20

PHILIP MORRIS INTL INC

0.36%

Shares20.9K

Event2026-03-31

Filed2026-04-20

LMT

LOCKHEED MARTIN CORP

-6.78%

Shares5.6K

Event2026-03-31

Filed2026-04-20

IQV

IQVIA HLDGS INC

2.02%

Shares18.3K

Event2026-03-31

Filed2026-04-20

SBUX

STARBUCKS CORP

3.26%

Shares34.4K

Event2026-03-31

Filed2026-04-20

CAT

CATERPILLAR INC

3.77%

Shares4.3K

Event2026-03-31

Filed2026-04-20

CRM

SALESFORCE INC

-0.87%

Shares16.2K

Event2026-03-31

Filed2026-04-20

BOEING CO

7.67%

Shares15.0K

Event2026-03-31

Filed2026-04-20

BKNG

BOOKING HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES

-13.32%

Shares657

Event2026-03-31

Filed2026-04-20

VANGUARD SMALL-CAP INDEXFUND ETF SHARES

-2.20%

Shares10.4K

Event2026-03-31

Filed2026-04-20

VTWO

VANGUARD RUSSELL 2000 INDEX FUND ETF SHARES

9.38%

Shares26.5K

Event2026-03-31

Filed2026-04-20

VEEV

VEEVA SYS INC CLASS CLASS A

-9.25%

Shares13.5K

Event2026-03-31

Filed2026-04-20

SPYX

STATE STREET SPDR S&P 500 ETF TRUST

14.33%

Shares3.2K

Event2026-03-31

Filed2026-04-20

ADM

ARCHER-DANIELS MIDLAND C

-0.76%

Shares26.2K

Event2026-03-31

Filed2026-04-20

PANW

PALO ALTO NETWORKS INC

22.20%

Shares11.7K

Event2026-03-31

Filed2026-04-20

GEV

GE VERNOVA INC

-2.33%

Shares2.1K

Event2026-03-31

Filed2026-04-20

IEFA

ISHARES CORE MSCI EAFE ETF

0.62%

Shares18.7K

Event2026-03-31

Filed2026-04-20

CLX

CLOROX CO

New

Shares15.7K

Event2026-03-31

Filed2026-04-20

TMO

THERMO FISHER SCIENTIFIC

0.80%

Shares3.3K

Event2026-03-31

Filed2026-04-20

DHR

DANAHER CORP

14.72%

Shares6.8K

Event2026-03-31

Filed2026-04-20

SHOP

SHOPIFY INC FCLASS CLASS A

47.01%

Shares10.8K

Event2026-03-31

Filed2026-04-20

BND

VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES

4.60%

Shares16.4K

Event2026-03-31

Filed2026-04-20

ALPHABET INC CLASS CLASS C

0.39%

Shares3.9K

Event2026-03-31

Filed2026-04-20

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES

-1.09%

Shares14.7K

Event2026-03-31

Filed2026-04-20

KKR & CO INC

New

Shares10.7K

Event2026-03-31

Filed2026-04-20

IJH

ISHARES CORE S&P MID-CAPETF

-9.34%

Shares14.1K

Event2026-03-31

Filed2026-04-20

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

0.52%

Shares13.4K

Event2026-03-31

Filed2026-04-20

IVV

ISHARES CORE S&P 500 ETF

-3.46%

Shares1.4K

Event2026-03-31

Filed2026-04-20

IVW

ISHARES S&P 500 GROWTH ETF

0.08%

Shares7.1K

Event2026-03-31

Filed2026-04-20

HOME DEPOT INC

0.69%

Shares2.3K

Event2026-03-31

Filed2026-04-20

VEU

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES

0.15%

Shares9.5K

Event2026-03-31

Filed2026-04-20

MERCK & CO. INC.

-7.77%

Shares6.2K

Event2026-03-31

Filed2026-04-20

VDE

VANGUARD ENERGY INDEX FUND ETF SHARES

0.54%

Shares4.1K

Event2026-03-31

Filed2026-04-20

GLOBE LIFE INC

2009.73%

Shares4.8K

Event2026-03-31

Filed2026-04-20

MGV

VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES

0.16%

Shares3.8K

Event2026-03-31

Filed2026-04-20

IVE

ISHARES S&P 500 VALUE ETF

0.35%

Shares2.6K

Event2026-03-31

Filed2026-04-20

SPHY

STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF

6.68%

Shares19.8K

Event2026-03-31

Filed2026-04-20

CHH

CHOICE HOTELS INTL INC

0.26%

Shares4.2K

Event2026-03-31

Filed2026-04-20

FDX

FEDEX CORP

0.51%

Shares1.2K

Event2026-03-31

Filed2026-04-20

TSLA

TESLA INC

60.40%

Shares972

Event2026-03-31

Filed2026-04-20

IRT

INDEPENDENCE RLTY TR INCREIT

-15.57%

Shares25.3K

Event2026-03-31

Filed2026-04-20

BROADCOM INC

-17.21%

Shares1.1K

Event2026-03-31

Filed2026-04-20

THE COCA-COLA CO

-3.02%

Shares4.1K

Event2026-03-31

Filed2026-04-20

VMC

VULCAN MATLS CO

2126.00%

Shares1.1K

Event2026-03-31

Filed2026-04-20

LOW

LOWES COS INC

-3.53%

Shares1.1K

Event2026-03-31

Filed2026-04-20

IJR

ISHARES CORE S&P SMALL-CAP ETF

0.05%

Shares2.1K

Event2026-03-31

Filed2026-04-20

PNFP

PINNACLE FINL PARTNERS I

0.56%

Shares3.1K

Event2026-03-31

Filed2026-04-20

AVUV

AVANTIS US SMALL CAP VALUE ETF

0.04%

Shares2.3K

Event2026-03-31

Filed2026-04-20

BAC

BANK OF AMERICA CORP

0.33%

Shares4.8K

Event2026-03-31

Filed2026-04-20

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

0.23%

Shares1.7K

Event2026-03-31

Filed2026-04-20

PFG

PRINCIPAL FINL GROUP INC

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-20

VBR

VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES

0.57%

Shares1.1K

Event2026-03-31

Filed2026-04-20

VBK

VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES

0.00%

Shares741

Event2026-03-31

Filed2026-04-20

ABBV

ABBVIE INC

0.34%

Shares891

Event2026-03-31

Filed2026-04-20

GOLDMAN SACHS GROUP INC

0.46%

Shares218

Event2026-03-31

Filed2026-04-20

AMGN

AMGEN INC

-4.67%

Shares490

Event2026-03-31

Filed2026-04-20

MCD

MCDONALDS CORP

-21.96%

Shares526

Event2026-03-31

Filed2026-04-20

INVESCO S&P 500 EQUAL WEIGHT ETF

10375.00%

Shares838

Event2026-03-31

Filed2026-04-20

WMT

WALMART INC

0.09%

Shares1.2K

Event2026-03-31

Filed2026-04-20

LAM RESH CORP

0.15%

Shares679

Event2026-03-31

Filed2026-04-20

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

71.53%

Shares729

Event2026-03-31

Filed2026-04-20

SDY

STATE STREET SPDR S&P DIVIDEND ETF

-2.48%

Shares982

Event2026-03-31

Filed2026-04-20

BROOKFIELD CORP FCLASS A

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-20

CITIGROUP INC

0.53%

Shares1.1K

Event2026-03-31

Filed2026-04-20

CRWD

CROWDSTRIKE HLDGS INC CLASS A

0.00%

Shares342

Event2026-03-31

Filed2026-04-20

INVESCO QQQ TR

0.87%

Shares231

Event2026-03-31

Filed2026-04-20

SMH

VANECK SEMICONDUCTOR ETF

10.16%

Shares336

Event2026-03-31

Filed2026-04-20

VTI

VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES

0.00%

Shares376

Event2026-03-31

Filed2026-04-20

MICRON TECHNOLOGY INC

65.00%

Shares330

Event2026-03-31

Filed2026-04-20

ANET

ARISTA NETWORKS INC

0.00%

Shares905

Event2026-03-31

Filed2026-04-20

BNDX

VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES

9.09%

Shares2.2K

Event2026-03-31

Filed2026-04-20

AT&T INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-20

RTX

RTX CORP

0.00%

Shares513

Event2026-03-31

Filed2026-04-20

WFC

WELLS FARGO & CO

0.16%

Shares1.2K

Event2026-03-31

Filed2026-04-20

INVESCO RAFI US 1000 ETF

142.94%

Shares2.1K

Event2026-03-31

Filed2026-04-20

DUKE ENERGY CORP NEW

-7.81%

Shares649

Event2026-03-31

Filed2026-04-20

SOFI

SOFI TECHNOLOGIES INC

14.53%

Shares5.7K

Event2026-03-31

Filed2026-04-20

AMT

AMERICAN TOWER CORP NEW REIT

0.98%

Shares513

Event2026-03-31

Filed2026-04-20

CVX

CHEVRON CORP NEW

0.00%

Shares380

Event2026-03-31

Filed2026-04-20

DFIV

DIMENSIONAL INTERNATIONAL VALUE ETF

New

Shares1.6K

Event2026-03-31

Filed2026-04-20

XOM

EXXON MOBIL CORP

0.00%

Shares387

Event2026-03-31

Filed2026-04-20

TFC

TRUIST FINL CORP

0.85%

Shares1.7K

Event2026-03-31

Filed2026-04-20

CEG

CONSTELLATION ENERGY COR

-1.07%

Shares277

Event2026-03-31

Filed2026-04-20

SPHQ

INVESCO S&P 500 QUALITY ETF

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-20

MDY

STATE STREET SPDR S&P MIDCAP 400 ETF TRUST

New

Shares122

Event2026-03-31

Filed2026-04-20

PLTR

PALANTIR TECHNOLOGIES INCLASS CLASS A

87.01%

Shares432

Event2026-03-31

Filed2026-04-20

ALTRIA GROUP INC

5.19%

Shares912

Event2026-03-31

Filed2026-04-20

ALCOA CORP

0.20%

Shares1.0K

Event2026-03-31

Filed2026-04-20

GILD

GILEAD SCIENCES INC

0.49%

Shares408

Event2026-03-31

Filed2026-04-20

XLF

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

0.42%

Shares483

Event2026-03-31

Filed2026-04-20

SPYG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF

1297.87%

Shares657

Event2026-03-31

Filed2026-04-20

PROCTER & GAMBLE CO

-96.60%

Shares430

Event2026-03-31

Filed2026-04-20

GRDN

GUARDIAN PHARMACY SVCS ICLASS A

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-20

GBTC

GRAYSCALE BITCOIN MINI TRUST ETF

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-20

RDDT

REDDIT INC CLASS A

0.00%

Shares430

Event2026-03-31

Filed2026-04-20

SOUTHERN CO

0.00%

Shares504

Event2026-03-31

Filed2026-04-20

SPYV

STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-20

OXY

OCCIDENTAL PETE CORP

0.23%

Shares856

Event2026-03-31

Filed2026-04-20

APD

AIR PRODS & CHEMS INC

1.07%

Shares189

Event2026-03-31

Filed2026-04-20

PEP

PEPSICO INC

0.62%

Shares324

Event2026-03-31

Filed2026-04-20

BRO

BROWN & BROWN INC

0.00%

Shares835

Event2026-03-31

Filed2026-04-20

ACCENTURE PLC IRELAND FCLASS CLASS A

175.26%

Shares267

Event2026-03-31

Filed2026-04-20

CIBR

FIRST TRUST NASDAQ CYBERSECURITY ETF

0.00%

Shares840

Event2026-03-31

Filed2026-04-20

INVESCO S&P 500 LOW VOLATILITY ETF

0.00%

Shares691

Event2026-03-31

Filed2026-04-20

XLV

STATE STREET HEALTH CARESELECT SECTOR SPDR ETF

0.69%

Shares145

Event2026-03-31

Filed2026-04-20

AVDE

AVANTIS INTERNATIONAL EQUITY ETF

0.00%

Shares589

Event2026-03-31

Filed2026-04-20

XLC

STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF

New

Shares135

Event2026-03-31

Filed2026-04-20

DIS

DISNEY WALT CO

-20.88%

Shares504

Event2026-03-31

Filed2026-04-20

QQQJ

INVESCO NASDAQ NEXT GEN 100 ETF

0.15%

Shares1.3K

Event2026-03-31

Filed2026-04-20

EXC

EXELON CORP

0.00%

Shares900

Event2026-03-31

Filed2026-04-20

ORCL

ORACLE CORP

0.31%

Shares325

Event2026-03-31

Filed2026-04-20

ADBE

ADOBE INC

-96.01%

Shares188

Event2026-03-31

Filed2026-04-20

SPDW

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

New

Shares954

Event2026-03-31

Filed2026-04-20

HTRB

HARTFORD TOTAL RETURN BOND ETF

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-20

CRUS

CIRRUS LOGIC INC

0.00%

Shares300

Event2026-03-31

Filed2026-04-20

PFGC

PERFORMANCE FOOD GROUP C

0.00%

Shares500

Event2026-03-31

Filed2026-04-20

XLY

STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF

51.32%

Shares286

Event2026-03-31

Filed2026-04-20

NVO

NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-20

FLTB

FIDELITY LIMITED TERM BOND ETF

0.00%

Shares811

Event2026-03-31

Filed2026-04-20

HYS

PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FU

0.00%

Shares429

Event2026-03-31

Filed2026-04-20

EFA

ISHARES MSCI EAFE ETF

New

Shares403

Event2026-03-31

Filed2026-04-20

CSCO

CISCO SYS INC

-23.25%

Shares406

Event2026-03-31

Filed2026-04-20

DAL

DELTA AIR LINES INC DEL

0.00%

Shares552

Event2026-03-31

Filed2026-04-20

TGT

TARGET CORP EQUITY CLASS EQUITY

0.00%

Shares294

Event2026-03-31

Filed2026-04-20

EATON CORP PLC F

New

Shares100

Event2026-03-31

Filed2026-04-20

AXP

AMERICAN EXPRESS CO

-30.67%

Shares113

Event2026-03-31

Filed2026-04-20

REALTY INCOME CORP REIT

0.00%

Shares502

Event2026-03-31

Filed2026-04-20

SPYM

STATE STREET SPDR PORTFOLIO S&P 500 ETF

0.00%

Shares430

Event2026-03-31

Filed2026-04-20

SMR

NUSCALE PWR CORP CLASS A

New

Shares3.0K

Event2026-03-31

Filed2026-04-20

ADP

AUTOMATIC DATA PROCESSIN

0.00%

Shares125

Event2026-03-31

Filed2026-04-20

DIA

STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGEETF TRUST

0.00%

Shares70

Event2026-03-31

Filed2026-04-20

VIG

VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES

0.00%

Shares141

Event2026-03-31

Filed2026-04-20

MUSA

MURPHY USA INC

0.00%

Shares61

Event2026-03-31

Filed2026-04-20

ORLY

O REILLY AUTOMOTIVE INC

-23.81%

Shares240

Event2026-03-31

Filed2026-04-20

VOE

VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES

0.00%

Shares157

Event2026-03-31

Filed2026-04-20

CARR

CARRIER GLOBAL CORP

0.00%

Shares451

Event2026-03-31

Filed2026-04-20

MHK

MOHAWK INDS INC

0.00%

Shares269

Event2026-03-31

Filed2026-04-20

EMR

EMERSON ELEC CO

0.00%

Shares201

Event2026-03-31

Filed2026-04-20

NOW

SERVICENOW INC

0.00%

Shares245

Event2026-03-31

Filed2026-04-20

ADSK

AUTODESK INC

0.00%

Shares97

Event2026-03-31

Filed2026-04-20

BNT

BROOKFIELD ASSET MGMT FCLASS A

0.00%

Shares565

Event2026-03-31

Filed2026-04-20

GOLY

STRATEGY SHARES GOLD-HEDGED BOND ETF

New

Shares845

Event2026-03-31

Filed2026-04-20

MCHI

ISHARES MSCI CHINA ETF

0.00%

Shares439

Event2026-03-31

Filed2026-04-20

CRH

CRH PUBLIC LIMITED CO F

0.00%

Shares200

Event2026-03-31

Filed2026-04-20

MDLZ

MONDELEZ INTL INC CLASS A

0.00%

Shares340

Event2026-03-31

Filed2026-04-20

XCEM

COLUMBIA EM CORE EX-CHINA ETF

0.00%

Shares569

Event2026-03-31

Filed2026-04-20

VONG

VANGUARD RUSSELL 1000 GROWTH INDEX FUND ETF SHARES

0.00%

Shares205

Event2026-03-31

Filed2026-04-20

OTIS

OTIS WORLDWIDE CORP

0.00%

Shares290

Event2026-03-31

Filed2026-04-20

GENERAL MTRS CO

0.37%

Shares268

Event2026-03-31

Filed2026-04-20

WBD

WARNER BROS DISCOVERY INCLASS SERIES A

0.00%

Shares611

Event2026-03-31

Filed2026-04-20

NU HLDGS LTD FCLASS CLASS A

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-20

AMD

ADVANCED MICRO DEVIC

New

Shares59

Event2026-03-31

Filed2026-04-20

SPEM

STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF

New

Shares452

Event2026-03-31

Filed2026-04-20

DOV

DOVER CORP

-50.27%

Shares91

Event2026-03-31

Filed2026-04-20

IWM

ISHARES RUSSELL 2000 ETF

New

Shares83

Event2026-03-31

Filed2026-04-20

STT

STATE STR CORP

0.69%

Shares145

Event2026-03-31

Filed2026-04-20

BKR

BAKER HUGHES CO. A CLASS CLASS A

0.34%

Shares291

Event2026-03-31

Filed2026-04-20

KMB

KIMBERLY CLARK CORP

0.00%

Shares197

Event2026-03-31

Filed2026-04-20

HOOD

ROBINHOOD MKTS INC CLASS CLASS A

New

Shares269

Event2026-03-31

Filed2026-04-20

PFE

PFIZER INC

0.00%

Shares523

Event2026-03-31

Filed2026-04-20

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

0.65%

Shares616

Event2026-03-31

Filed2026-04-20

COP

CONOCOPHILLIPS

1.33%

Shares76

Event2026-03-31

Filed2026-04-20

UNH

UNITEDHEALTH GROUP INC

260.00%

Shares18

Event2026-03-31

Filed2026-04-20

IDXX

IDEXX LABS INC

0.00%

Shares27

Event2026-03-31

Filed2026-04-20

MELI

MERCADOLIBRE INC

0.00%

Shares10

Event2026-03-31

Filed2026-04-20

HRL

HORMEL FOODS CORP

1.21%

Shares754

Event2026-03-31

Filed2026-04-20

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares16

Event2026-03-31

Filed2026-04-20

SCHB

SCHWAB U.S. BROAD MARKETETF

20.58%

Shares662

Event2026-03-31

Filed2026-04-20

INTC

INTEL CORP

0.00%

Shares251

Event2026-03-31

Filed2026-04-20

EME

EMCOR GROUP INC

0.00%

Shares13

Event2026-03-31

Filed2026-04-20

SHEL

SHELL PLC FTENDER OFFER EXP:

0.00%

Shares165

Event2026-03-31

Filed2026-04-20

ABT

ABBOTT LABS

-59.46%

Shares135

Event2026-03-31

Filed2026-04-20

MEDTRONIC PLC F

0.00%

Shares109

Event2026-03-31

Filed2026-04-20

VEA

VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES

0.00%

Shares204

Event2026-03-31

Filed2026-04-20

SCI

SERVICE CORP INTL

0.63%

Shares159

Event2026-03-31

Filed2026-04-20

ZTS

ZOETIS INC CLASS CLASS A

0.00%

Shares109

Event2026-03-31

Filed2026-04-20

FIRSTENERGY CORP

-65.63%

Shares220

Event2026-03-31

Filed2026-04-20

KMX

CARMAX INC

0.00%

Shares283

Event2026-03-31

Filed2026-04-20

CTVA

CORTEVA INC

0.00%

Shares93

Event2026-03-31

Filed2026-04-20

PRU

PRUDENTIAL FINL INC

0.00%

Shares101

Event2026-03-31

Filed2026-04-20

BSV

VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES

0.72%

Shares139

Event2026-03-31

Filed2026-04-20

PLD

PROLOGIS INC REIT

0.00%

Shares50

Event2026-03-31

Filed2026-04-20

INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF

New

Shares146

Event2026-03-31

Filed2026-04-20

SEA LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS

0.00%

Shares116

Event2026-03-31

Filed2026-04-20

MORGAN STANLEY

0.00%

Shares18

Event2026-03-31

Filed2026-04-20

ABNB

AIRBNB INC CLASS A

0.00%

Shares55

Event2026-03-31

Filed2026-04-20

XLI

STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF

New

Shares53

Event2026-03-31

Filed2026-04-20

GEHC

GE HEALTHCARE TECHNOLOGI

0.00%

Shares110

Event2026-03-31

Filed2026-04-20

EPI

WISDOMTREE INDIA EARNINGS FUND

0.00%

Shares200

Event2026-03-31

Filed2026-04-20

DXCM

DEXCOM INC

0.00%

Shares100

Event2026-03-31

Filed2026-04-20

CSX

CSX CORP

0.80%

Shares126

Event2026-03-31

Filed2026-04-20

GARTNER INC

0.00%

Shares43

Event2026-03-31

Filed2026-04-20

XYZ

BLOCK INC A CLASS CLASS A

0.00%

Shares98

Event2026-03-31

Filed2026-04-20

PKW

INVESCO BUYBACK ACHIEVERS ETF

0.00%

Shares50

Event2026-03-31

Filed2026-04-20

WING

WINGSTOP INC

0.00%

Shares42

Event2026-03-31

Filed2026-04-20

NANC

UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF

0.00%

Shares152

Event2026-03-31

Filed2026-04-20

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares161

Event2026-03-31

Filed2026-04-20

QNITY ELECTRONICS INC

0.00%

Shares46

Event2026-03-31

Filed2026-04-20

HSY

HERSHEY CO

0.00%

Shares23

Event2026-03-31

Filed2026-04-20

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES

0.00%

Shares38

Event2026-03-31

Filed2026-04-20

DUPONT DE NEMOURS INC

0.00%

Shares93

Event2026-03-31

Filed2026-04-20

RSG

REPUBLIC SVCS INC

0.00%

Shares17

Event2026-03-31

Filed2026-04-20

VANGUARD MID-CAP INDEX FUND ETF SHARES

0.00%

Shares17

Event2026-03-31

Filed2026-04-20

DOW

DOW INC

0.00%

Shares93

Event2026-03-31

Filed2026-04-20

KHC

KRAFT HEINZ CO

0.00%

Shares210

Event2026-03-31

Filed2026-04-20

FCX

FREEPORT-MCMORAN INC

New

Shares49

Event2026-03-31

Filed2026-04-20

MATCH GROUP INC NEW

0.69%

Shares145

Event2026-03-31

Filed2026-04-20

LULU

LULULEMON ATHLETICA INC

0.00%

Shares28

Event2026-03-31

Filed2026-04-20

EPD

ENTERPRISE PRODS PART LP

1.98%

Shares103

Event2026-03-31

Filed2026-04-20

ARKQ

ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF

0.00%

Shares32

Event2026-03-31

Filed2026-04-20

TEAM

ATLASSIAN CORP CLASS A

0.00%

Shares45

Event2026-03-31

Filed2026-04-20

MSOS

ADVISORSHARES PURE US CANNABIS ETF

0.00%

Shares800

Event2026-03-31

Filed2026-04-20

MMM

3M CO

0.00%

Shares12

Event2026-03-31

Filed2026-04-20

TSM

TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS

0.00%

Shares8

Event2026-03-31

Filed2026-04-20

IHG

INTERCONTINENTAL HOTEL FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS

0.00%

Shares19

Event2026-03-31

Filed2026-04-20

JOBY

JOBY AVIATION INC FCLASS A

0.00%

Shares300

Event2026-03-31

Filed2026-04-20

UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS

59.26%

Shares43

Event2026-03-31

Filed2026-04-20

PLX

PROTALIX BIOTHERAPEUTICS

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-20

SEDG

SOLAREDGE TECHNOLOGIES I

0.00%

Shares38

Event2026-03-31

Filed2026-04-20

APOLLO GLOBAL MGMT INC NCLASS CLASS A

New

Shares5

Event2026-03-31

Filed2026-04-20

OWL

BLUE OWL CAP INC CLASS A

New

Shares200

Event2026-03-31

Filed2026-04-20

FORD MTR CO DEL

0.00%

Shares12

Event2026-03-31

Filed2026-04-20

BGR

BLACKROCK ENERGY & RESOU

0.00%

Shares102

Event2026-03-31

Filed2026-04-20

MSTR

STRATEGY INC CLASS A

New

Shares5

Event2026-03-31

Filed2026-04-20

RBLX

RIVIAN AUTOMOTIVE INC CLASS CLASS A

3.92%

Shares53

Event2026-03-31

Filed2026-04-20

BBUC

BROOKFIELD BUSINESS CO FCLASS A

200.00%

Shares45

Event2026-03-31

Filed2026-04-20

VOT

VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES

0.00%

Shares5

Event2026-03-31

Filed2026-04-20

MFA

MFA FINL INC REIT

3.13%

Shares132

Event2026-03-31

Filed2026-04-20

IBM

IBM CORP

0.00%

Shares1

Event2026-03-31

Filed2026-04-20

HELO

JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF

0.00%

Shares19

Event2026-03-31

Filed2026-04-20

PTON

PELOTON INTERACTIVE INC CLASS CLASS A

0.00%

Shares260

Event2026-03-31

Filed2026-04-20

XRPI

XRP ETF

0.00%

Shares146

Event2026-03-31

Filed2026-04-20

VTRS

VIATRIS INC

0.00%

Shares43

Event2026-03-31

Filed2026-04-20

ONDS

ONDAS INC

0.00%

Shares110

Event2026-03-31

Filed2026-04-20

SPOT

SPOTIFY TECHNOLOGY S A F

0.00%

Shares2

Event2026-03-31

Filed2026-04-20

INDA

ISHARES MSCI INDIA ETF

0.00%

Shares20

Event2026-03-31

Filed2026-04-20

BROOKFIELD WEALTH SO A FCLASS A

0.00%

Shares22

Event2026-03-31

Filed2026-04-20

SLYG

STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF

0.00%

Shares9

Event2026-03-31

Filed2026-04-20

UAMY

UNITED STS ANTIMONY CORP

0.00%

Shares78

Event2026-03-31

Filed2026-04-20

OKLO

OKLO INC CLASS A

0.00%

Shares9

Event2026-03-31

Filed2026-04-20

OXY.WS

OCCIDENTAL PETE C 27 WTSWARRANTS EXP 08/03/27

0.00%

Shares7

Event2026-03-31

Filed2026-04-20

AER

AERCAP HOLDINGS N V F

0.00%

Shares2

Event2026-03-31

Filed2026-04-20

CRWV

COREWEAVE INC CLASS A

New

Shares3

Event2026-03-31

Filed2026-04-20

BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS

0.00%

Shares4

Event2026-03-31

Filed2026-04-20

SMG

SCOTTS MIRACLE-GRO CO

0.00%

Shares3

Event2026-03-31

Filed2026-04-20

PSC

PRINCIPAL U.S. SMALL-CAPETF

50.00%

Shares3

Event2026-03-31

Filed2026-04-20

BROADRIDGE FINL SOLUTION

0.00%

Shares1

Event2026-03-31

Filed2026-04-20

SCHD

SCHWAB U.S. DIVIDEND EQUITY ETF

0.00%

Shares5

Event2026-03-31

Filed2026-04-20

RKT

ROCKET COMPANIES CLA A CLASS A

0.00%

Shares11

Event2026-03-31

Filed2026-04-20

EPSM

EPSIUM ENTERPRISE LTD FCLASS A

0.00%

Shares90

Event2026-03-31

Filed2026-04-20

SPMD

STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF

0.00%

Shares2

Event2026-03-31

Filed2026-04-20

RVLV

REVOLVE GROUP INC CLASS A

0.00%

Shares5

Event2026-03-31

Filed2026-04-20

FENI

FIDELITY ENHANCED INTERNATIONAL ETF

0.00%

Shares2

Event2026-03-31

Filed2026-04-20

EVTR

EATON VANCE TOTAL RETURNBOND ETF

0.00%

Shares1

Event2026-03-31

Filed2026-04-20

UITB

VICTORYSHARES CORE INTERMEDIATE BOND ETF

0.00%

Shares1

Event2026-03-31

Filed2026-04-20

CGC

CANOPY GROWTH CORP F

0.00%

Shares5

Event2026-03-31

Filed2026-04-20

Call Option Holdings

CALL ALPHABET INC $325 EXP 05/15/26 Call CallCALL ALPHABET INC $325 EXP 05/15/26100 sharesnew addition2026-03-312026-04-20

CALL VNGRD S&P 500 $625 EXP 04/24/26 Call CallCALL VNGRD S&P 500 $625 EXP 04/24/26100 sharesnew addition2026-03-312026-04-20

CALL ALPHABET INC $325 EXP 05/15/26 Call

CALL ALPHABET INC $325 EXP 05/15/26

New

Shares100

Event2026-03-31

Filed2026-04-20

CALL VNGRD S&P 500 $625 EXP 04/24/26 Call

CALL VNGRD S&P 500 $625 EXP 04/24/26

New

Shares100

Event2026-03-31

Filed2026-04-20

Put Option Holdings

No put option holdings data available