Sponsored

The Analysis of Invst, LLC's Holdings & P&L

Currently, Invst, LLC holds 331 types of securities in its portfolio with a total value $884.4M. In the most recent quarter, they have increased their positions in VTV (+76.6K shares, valued at $15.0M), EFG (+64.2K shares, valued at $7.2M), GOVT (+247.1K shares, valued at $5.7M); decreased their positions in N/A (-26.0K shares, valued at $15.0M), DYNF (-70.0K shares, valued at $4.1M), IVE (-18.0K shares, valued at $3.8M); initiated new positions in EFG (+64.2K shares, valued at $7.2M), BLCR (+114.9K shares, valued at $4.7M), IDEF (+143.4K shares, valued at $4.7M).

1M P&L

+32.6M+3.61%

3M P&L

+27.3M+3.00%

HY P&L

+71.7M+8.29%

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/A670.1M

76.8%

2Semiconductors15.4M

1.8%

3Software - Infrastructure13.6M

1.6%

Top Industries by Stock Count

1N/A130 stocks

44.8%

2Drug Manufacturers - General7 stocks

2.4%

3Semiconductors7 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS161.2K shares-3.72%2026-03-312026-05-13

SPMO INVESCO EXCH TRADED FD TR II310.8K shares1.29%2026-03-312026-05-13

SCHG SCHWAB STRATEGIC TR996.8K shares-3.49%2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS424.1K shares-3.15%2026-03-312026-05-13

LQD ISHARES TR196.0K shares34.63%2026-03-312026-05-13

IVV ISHARES TR32.6K shares26.36%2026-03-312026-05-13

IUSB ISHARES TR441.8K shares-2.68%2026-03-312026-05-13

SCHF SCHWAB STRATEGIC TR746.2K shares-0.14%2026-03-312026-05-13

Sponsored

HYG ISHARES TR231.2K shares7.80%2026-03-312026-05-13

EMB ISHARES TR191.6K shares-4.09%2026-03-312026-05-13

VTV VANGUARD INDEX FDS91.3K shares519.06%2026-03-312026-05-13

JCPB J P MORGAN EXCHANGE TRADED F369.3K shares5.05%2026-03-312026-05-13

DFIV DIMENSIONAL ETF TRUST303.9K shares-6.93%2026-03-312026-05-13

IVE ISHARES TR73.9K shares-19.55%2026-03-312026-05-13

FRDM EA SERIES TRUST276.7K shares-14.51%2026-03-312026-05-13

IEMG ISHARES INC215.3K shares-9.16%2026-03-312026-05-13

Sponsored

IVW ISHARES TR123.5K shares-1.48%2026-03-312026-05-13

DYNF BLACKROCK ETF TRUST224.7K shares-23.75%2026-03-312026-05-13

DFAS DIMENSIONAL ETF TRUST167.8K shares-2.96%2026-03-312026-05-13

JPST J P MORGAN EXCHANGE TRADED F216.6K shares16.39%2026-03-312026-05-13

EFV ISHARES TR146.1K shares-9.89%2026-03-312026-05-13

AAPL APPLE INC42.1K shares1.62%2026-03-312026-05-13

NVDA NVIDIA CORPORATION60.3K shares-7.38%2026-03-312026-05-13

DUHP DIMENSIONAL ETF TRUST279.6K shares-0.52%2026-03-312026-05-13

Sponsored

BDYN BLACKROCK ETF TRUST410.7K shares5.43%2026-03-312026-05-13

SCHE SCHWAB STRATEGIC TR258.3K shares-1.42%2026-03-312026-05-13

TLH ISHARES TR83.4K shares-4.15%2026-03-312026-05-13

AMZN AMAZON COM INC40.1K shares-7.64%2026-03-312026-05-13

DFAU DIMENSIONAL ETF TRUST181.2K shares6.28%2026-03-312026-05-13

RDVY FIRST TR EXCHANGE TRADED FD118.2K shares-3.27%2026-03-312026-05-13

BDVL BLACKROCK ETF TRUST311.6K shares-2.96%2026-03-312026-05-13

VWO VANGUARD INTL EQUITY INDEX F139.8K shares0.57%2026-03-312026-05-13

Sponsored

MBB ISHARES TR78.2K shares-7.14%2026-03-312026-05-13

EFG ISHARES TR64.2K sharesnew addition2026-03-312026-05-13

QUAL ISHARES TR34.4K shares-5.68%2026-03-312026-05-13

BAI BLACKROCK ETF TRUST199.8K shares-4.09%2026-03-312026-05-13

MTUM ISHARES TR27.3K shares-4.66%2026-03-312026-05-13

GOVT ISHARES TR277.6K shares811.16%2026-03-312026-05-13

BINC BLACKROCK ETF TRUST II121.6K shares-4.12%2026-03-312026-05-13

THRO BLACKROCK ETF TRUST168.5K shares-2.83%2026-03-312026-05-13

Sponsored

SPY STATE STR SPDR S&P 500 ETF T9.4K shares-0.84%2026-03-312026-05-13

LLY ELI LILLY & CO5.3K shares-23.34%2026-03-312026-05-13

BLCR BLACKROCK ETF TRUST114.9K sharesnew addition2026-03-312026-05-13

IDEF BLACKROCK ETF TRUST143.4K sharesnew addition2026-03-312026-05-13

IAGG ISHARES TR92.1K shares-0.05%2026-03-312026-05-13

BOXX EA SERIES TRUST39.6K shares2.34%2026-03-312026-05-13

ALPHABET INC ALPHABET INC15.2K shares-3.51%2026-03-312026-05-13

MSFT MICROSOFT CORP11.7K shares-9.86%2026-03-312026-05-13

Sponsored

META META PLATFORMS INC6.9K shares0.27%2026-03-312026-05-13

JPIE J P MORGAN EXCHANGE TRADED F86.2K shares4.06%2026-03-312026-05-13

DFSD DIMENSIONAL ETF TRUST81.4K shares22.30%2026-03-312026-05-13

VTEB VANGUARD MUN BD FDS75.8K shares-24.87%2026-03-312026-05-13

IEFA ISHARES TR40.7K shares53.79%2026-03-312026-05-13

TFI SPDR SERIES TRUST72.4K shares-24.59%2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INC22.3K shares1.38%2026-03-312026-05-13

EQX EQUINOX GOLD CORP218.4K shares-7.25%2026-03-312026-05-13

Sponsored

GPIX GOLDMAN SACHS ETF TR59.0K shares41.43%2026-03-312026-05-13

IEUR ISHARES TR40.1K shares-13.39%2026-03-312026-05-13

XLF SELECT SECTOR SPDR TR56.6K shares-22.05%2026-03-312026-05-13

CELESTICA INC CELESTICA INC9.7K shares-27.33%2026-03-312026-05-13

DFAI DIMENSIONAL ETF TRUST68.3K shares2.34%2026-03-312026-05-13

ALPHABET INC ALPHABET INC9.3K shares5.55%2026-03-312026-05-13

ISOU ISOENERGY LTD243.2K shares56.60%2026-03-312026-05-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T13.2K shares358.59%2026-03-312026-05-13

Sponsored

GTN GRAY MEDIA INC578.4K shares20.89%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO8.5K shares-14.24%2026-03-312026-05-13

XOM EXXON MOBIL CORP14.7K shares-4.96%2026-03-312026-05-13

JEPI J P MORGAN EXCHANGE TRADED F43.5K shares5.93%2026-03-312026-05-13

STRL STERLING INFRASTRUCTURE INC5.5K shares-26.24%2026-03-312026-05-13

XLK SELECT SECTOR SPDR TR16.7K shares-16.11%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR3.8K shares-87.28%2026-03-312026-05-13

QUAD QUAD / GRAPHICS INC318.5K shares-11.65%2026-03-312026-05-13

Sponsored

IJR ISHARES TR16.8K shares41.52%2026-03-312026-05-13

AGX ARGAN INC3.8K shares-25.13%2026-03-312026-05-13

JEPQ J P MORGAN EXCHANGE TRADED F37.4K shares7.46%2026-03-312026-05-13

XLI SELECT SECTOR SPDR TR12.7K shares-9.57%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION2.0K shares-10.51%2026-03-312026-05-13

URNM SPROTT FDS TR32.0K shares-5.77%2026-03-312026-05-13

SGOV ISHARES TR20.0K shares-13.26%2026-03-312026-05-13

QQQM INVESCO EXCH TRADED FD TR II8.4K shares-27.34%2026-03-312026-05-13

Sponsored

GCI USA TODAY CO INC281.4K shares-28.49%2026-03-312026-05-13

WMT WALMART INC15.4K shares-16.71%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS3.2K shares2.29%2026-03-312026-05-13

DFCF DIMENSIONAL ETF TRUST44.1K shares5.35%2026-03-312026-05-13

ISHARES GOLD TR ISHARES GOLD TR21.1K shares-63.26%2026-03-312026-05-13

POWL POWELL INDS INC3.4K shares-36.83%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.8K shares-10.37%2026-03-312026-05-13

BRO BROWN & BROWN INC28.0K shares15.92%2026-03-312026-05-13

Sponsored

XES SPDR SERIES TRUST15.6K shares-4.68%2026-03-312026-05-13

IJH ISHARES TR26.3K shares60.06%2026-03-312026-05-13

ATEC ALPHATEC HLDGS INC158.6K shares0.01%2026-03-312026-05-13

IE IVANHOE ELECTRIC INC144.1K shares-35.91%2026-03-312026-05-13

NFLX NETFLIX INC.17.5K shares-8.58%2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC2.0K shares-13.82%2026-03-312026-05-13

GLD SPDR GOLD TR3.9K shares27.84%2026-03-312026-05-13

GPIQ GOLDMAN SACHS ETF TR32.8K shares110.20%2026-03-312026-05-13

Sponsored

DIS DISNEY WALT CO16.6K shares48.45%2026-03-312026-05-13

RNR RENAISSANCERE HLDGS LTD5.3K sharesnew addition2026-03-312026-05-13

NBR NABORS INDUSTRIES LTD18.3K shares-22.53%2026-03-312026-05-13

PFG PRINCIPAL FINANCIAL GROUP IN17.1K sharesnew addition2026-03-312026-05-13

IXJ ISHARES TR15.6K shares-5.08%2026-03-312026-05-13

BNDX VANGUARD CHARLOTTE FDS29.0K shares-20.56%2026-03-312026-05-13

LNC LINCOLN NATL CORP IND38.0K shares7.32%2026-03-312026-05-13

PAVE GLOBAL X FDS26.1K shares-2.46%2026-03-312026-05-13

Sponsored

HD HOME DEPOT INC4.0K shares-8.47%2026-03-312026-05-13

MAR MARRIOTT INTL INC NEW4.1K shares-14.08%2026-03-312026-05-13

TSLA TESLA INC3.5K shares5.10%2026-03-312026-05-13

CRM SALESFORCE INC7.0K shares-28.35%2026-03-312026-05-13

AXL DAUCH CORP220.2K shares0.47%2026-03-312026-05-13

COP CONOCOPHILLIPS9.8K sharesnew addition2026-03-312026-05-13

BROADCOM INC BROADCOM INC4.1K shares-10.45%2026-03-312026-05-13

PARR PAR PAC HOLDINGS INC20.1K shares54.25%2026-03-312026-05-13

Sponsored

PG PROCTER & GAMBLE CO8.7K shares-10.74%2026-03-312026-05-13

FDX FEDEX CORP3.5K shares-12.45%2026-03-312026-05-13

CLOA BLACKROCK ETF TRUST II24.0K shares16.78%2026-03-312026-05-13

KO COCA COLA CO16.2K shares-15.65%2026-03-312026-05-13

IEF ISHARES TR12.7K shares95.33%2026-03-312026-05-13

DGRO ISHARES TR17.1K shares-26.86%2026-03-312026-05-13

COMM VISTANCE NETWORKS INC64.4K shares11.46%2026-03-312026-05-13

BLACKROCK INC BLACKROCK INC1.2K shares-14.47%2026-03-312026-05-13

Sponsored

AXP AMERICAN EXPRESS CO3.8K shares-15.23%2026-03-312026-05-13

CPRT COPART INC34.9K shares-6.37%2026-03-312026-05-13

MLN VANECK ETF TRUST66.2K shares5.82%2026-03-312026-05-13

ALL ALLSTATE CORP5.6K shares-4.34%2026-03-312026-05-13

VLUE ISHARES TR8.1K sharesnew addition2026-03-312026-05-13

BN BROOKFIELD CORP28.3K sharesnew addition2026-03-312026-05-13

CNDT CONDUENT INC888.0K shares106.36%2026-03-312026-05-13

MFC MANULIFE FINL CORP32.9K shares-9.66%2026-03-312026-05-13

Sponsored

DAL DELTA AIR LINES INC17.0K shares-15.67%2026-03-312026-05-13

FNDF SCHWAB STRATEGIC TR23.1K shares-4.75%2026-03-312026-05-13

DFAE DIMENSIONAL ETF TRUST33.1K shares1.92%2026-03-312026-05-13

BDX BECTON DICKINSON & CO7.1K sharesnew addition2026-03-312026-05-13

RING ISHARES INC14.0K shares-1.24%2026-03-312026-05-13

ALPS ETF TR ALPS ETF TR21.0K shares9.21%2026-03-312026-05-13

UNH UNITEDHEALTH GROUP INC4.1K shares-36.87%2026-03-312026-05-13

CITIGROUP INC CITIGROUP INC9.5K sharesnew addition2026-03-312026-05-13

Sponsored

VIG VANGUARD SPECIALIZED FUNDS5.0K shares-13.93%2026-03-312026-05-13

CROWN CASTLE INC CROWN CASTLE INC13.3K sharesnew addition2026-03-312026-05-13

ACGL ARCH CAP GROUP LTD11.2K sharesnew addition2026-03-312026-05-13

RB GLOBAL INC RB GLOBAL INC11.2K sharesnew addition2026-03-312026-05-13

BAC BANK AMERICA CORP22.0K shares406.44%2026-03-312026-05-13

REM ISHARES TR49.9K shares8.35%2026-03-312026-05-13

PANW PALO ALTO NETWORKS INC6.4K shares3.07%2026-03-312026-05-13

JAAA JANUS DETROIT STR TR20.4K shares0.11%2026-03-312026-05-13

Sponsored

CCL CARNIVAL CORP39.2K shares-5.65%2026-03-312026-05-13

CRDO CREDO TECHNOLOGY GROUP HOLDI10.5K shares-15.93%2026-03-312026-05-13

SKOR FLEXSHARES TR20.3K shares-28.28%2026-03-312026-05-13

VELO3D INC VELO3D INC103.5K shares18.03%2026-03-312026-05-13

JCI JOHNSON CONTROLS INTERNATION7.4K sharesnew addition2026-03-312026-05-13

GM GENERAL MTRS CO13.0K shares-9.55%2026-03-312026-05-13

LYB LYONDELLBASELL INDUSTRIES NV11.9K sharesnew addition2026-03-312026-05-13

TM TOYOTA MOTOR CORP4.7K shares-14.61%2026-03-312026-05-13

Sponsored

ISRG INTUITIVE SURGICAL INC2.1K shares-12.56%2026-03-312026-05-13

SCHQ SCHWAB STRATEGIC TR30.1K shares-42.66%2026-03-312026-05-13

MPC MARATHON PETE CORP3.9K sharesnew addition2026-03-312026-05-13

SBUX STARBUCKS CORP10.4K sharesnew addition2026-03-312026-05-13

SPYM SPDR SERIES TRUST12.0K shares4.40%2026-03-312026-05-13

XLE SELECT SECTOR SPDR TR14.6K shares-20.18%2026-03-312026-05-13

CF CF INDUSTRIES HOLD6.9K sharesnew addition2026-03-312026-05-13

IBIT ISHARES BITCOIN TRUST ETF23.2K shares-2.41%2026-03-312026-05-13

Sponsored

CB CHUBB LTD SWITZ2.7K shares314.26%2026-03-312026-05-13

V VISA INC2.9K shares-20.64%2026-03-312026-05-13

QLTA ISHARES TR18.6K shares-28.41%2026-03-312026-05-13

BKLN INVESCO EXCH TRADED FD TR II43.0K shares-1.26%2026-03-312026-05-13

BALI BLACKROCK ETF TRUST28.4K shares1.68%2026-03-312026-05-13

WAT WATERS CORP2.9K sharesnew addition2026-03-312026-05-13

BALL BALL CORP14.7K sharesnew addition2026-03-312026-05-13

O REALTY INCOME CORP14.1K sharesnew addition2026-03-312026-05-13

Sponsored

RF REGIONS FINANCIAL CORP NEW32.8K sharesnew addition2026-03-312026-05-13

DVA DAVITA INC5.5K sharesnew addition2026-03-312026-05-13

SYF SYNCHRONY FINANCIAL12.5K shares23.69%2026-03-312026-05-13

SUNBELT RENTALS HOLDINGS INC SUNBELT RENTALS HOLDINGS INC13.0K sharesnew addition2026-03-312026-05-13

AFL AFLAC INC7.6K sharesnew addition2026-03-312026-05-13

ED CONSOLIDATED EDISON INC7.4K sharesnew addition2026-03-312026-05-13

PEP PEPSICO INC5.4K sharesnew addition2026-03-312026-05-13

LVS LAS VEGAS SANDS CORP15.4K sharesnew addition2026-03-312026-05-13

Sponsored

OUNZ VANECK MERK GOLD ETF18.4K shares39.07%2026-03-312026-05-13

FHN FIRST HORIZON CORPORATION36.5K shares6.67%2026-03-312026-05-13

ARQT ARCUTIS BIOTHERAPEUTICS INC35.2K shares15.40%2026-03-312026-05-13

CSL CARLISLE COS INC2.5K sharesnew addition2026-03-312026-05-13

MTB M & T BK CORP4.0K sharesnew addition2026-03-312026-05-13

ORI OLD REP INTL CORP20.5K shares13.44%2026-03-312026-05-13

PM PHILIP MORRIS INTL INC4.9K shares-61.85%2026-03-312026-05-13

FTV FORTIVE CORP14.7K sharesnew addition2026-03-312026-05-13

Sponsored

AM ANTERO MIDSTREAM CORP35.7K sharesnew addition2026-03-312026-05-13

DHI D R HORTON INC5.9K sharesnew addition2026-03-312026-05-13

APTIV PLC APTIV PLC11.6K sharesnew addition2026-03-312026-05-13

PPG PPG INDS INC7.5K sharesnew addition2026-03-312026-05-13

XLV SELECT SECTOR SPDR TR5.5K shares-28.12%2026-03-312026-05-13

XLY SELECT SECTOR SPDR TR7.3K shares3.50%2026-03-312026-05-13

CME CME GROUP INC2.7K shares-3.87%2026-03-312026-05-13

COKE COCA COLA CONS INC4.1K sharesnew addition2026-03-312026-05-13

Sponsored

KMI KINDER MORGAN INC DEL23.2K sharesnew addition2026-03-312026-05-13

NJR NEW JERSEY RES CORP14.1K sharesnew addition2026-03-312026-05-13

LUV SOUTHWEST AIRLS CO20.3K sharesnew addition2026-03-312026-05-13

ABBV ABBVIE INC3.5K shares-51.78%2026-03-312026-05-13

VIPER ENERGY INC VIPER ENERGY INC15.9K sharesnew addition2026-03-312026-05-13

FNF FIDELITY NATL FINL INC15.9K sharesnew addition2026-03-312026-05-13

HCA HCA HEALTHCARE INC1.6K sharesnew addition2026-03-312026-05-13

KEY KEYCORP36.7K sharesnew addition2026-03-312026-05-13

Sponsored

UNFI UNITED NAT FOODS INC16.3K shares17.67%2026-03-312026-05-13

FN FABRINET1.4K sharesnew addition2026-03-312026-05-13

F FORD MTR CO63.0K sharesnew addition2026-03-312026-05-13

CWEN CLEARWAY ENERGY INC18.5K sharesnew addition2026-03-312026-05-13

VRP INVESCO EXCH TRADED FD TR II30.2K shares0.01%2026-03-312026-05-13

MSM MSC INDL DIRECT INC7.8K sharesnew addition2026-03-312026-05-13

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN34.2K shares2.15%2026-03-312026-05-13

TFC TRUIST FINL CORP15.6K shares-3.01%2026-03-312026-05-13

Sponsored

IGEB ISHARES TR15.8K shares-0.48%2026-03-312026-05-13

PFF ISHARES TR23.5K shares0.01%2026-03-312026-05-13

WEC ENERGY GROUP INC WEC ENERGY GROUP INC6.1K sharesnew addition2026-03-312026-05-13

D DOMINION ENERGY INC11.4K sharesnew addition2026-03-312026-05-13

AES AES CORP49.9K sharesnew addition2026-03-312026-05-13

PNW PINNACLE WEST CAP CORP6.9K sharesnew addition2026-03-312026-05-13

EWJ ISHARES INC8.2K shares4.87%2026-03-312026-05-13

LAMR LAMAR ADVERTISING CO5.4K shares-4.94%2026-03-312026-05-13

Sponsored

BLBD BLUE BIRD CORP12.1K shares-20.79%2026-03-312026-05-13

WPC WP CAREY INC10.0K shares-3.99%2026-03-312026-05-13

MU MICRON TECHNOLOGY INC2.0K shares81.41%2026-03-312026-05-13

ASML ASML HLDG NV509 shares-10.23%2026-03-312026-05-13

AMCOR PLC AMCOR PLC16.9K sharesnew addition2026-03-312026-05-13

ATGE COVISTA INC5.8K shares-30.84%2026-03-312026-05-13

BEN FRANKLIN RESOURCES INC28.2K sharesnew addition2026-03-312026-05-13

OUTFRONT MEDIA INC OUTFRONT MEDIA INC25.1K sharesnew addition2026-03-312026-05-13

Sponsored

SHY ISHARES TR7.9K shares-8.76%2026-03-312026-05-13

NKE NIKE INC12.4K shares-16.19%2026-03-312026-05-13

CLX CLOROX CO DEL6.3K sharesnew addition2026-03-312026-05-13

SYK STRYKER CORPORATION2.0K shares0.46%2026-03-312026-05-13

W WAYFAIR INC8.5K shares-2.33%2026-03-312026-05-13

OHI OMEGA HEALTHCARE INVS INC14.5K sharesnew addition2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS2.6K shares124.62%2026-03-312026-05-13

MUB ISHARES TR6.0K shares-18.37%2026-03-312026-05-13

Sponsored

LGHT SPINNAKER ETF SERIES71.7K shares5.94%2026-03-312026-05-13

SMH VANECK ETF TRUST1.6K sharesnew addition2026-03-312026-05-13

EAT BRINKER INTL INC4.3K shares-25.13%2026-03-312026-05-13

APP APPLOVIN CORP1.5K shares-57.01%2026-03-312026-05-13

TWLO TWILIO INC4.8K shares-30.46%2026-03-312026-05-13

SYSB ISHARES TR6.7K shares-8.98%2026-03-312026-05-13

RTX RTX CORPORATION3.0K shares15.11%2026-03-312026-05-13

CTAS CINTAS CORP3.5K sharesnew addition2026-03-312026-05-13

Sponsored

HDV ISHARES TR4.3K sharesnew addition2026-03-312026-05-13

SKYW SKYWEST INC6.3K shares-32.54%2026-03-312026-05-13

NOW SERVICENOW INC5.3K shares-12.25%2026-03-312026-05-13

HWM HOWMET AEROSPACE INC2.4K shares56.75%2026-03-312026-05-13

NVO NOVO-NORDISK A S14.6K shares89.66%2026-03-312026-05-13

TTMI TTM TECHNOLOGIES INC5.4K sharesnew addition2026-03-312026-05-13

EMLC VANECK ETF TRUST20.9K shares-1.17%2026-03-312026-05-13

EUHY ISHARES INC10.0K sharesnew addition2026-03-312026-05-13

Sponsored

SSRM SSR MINING IN17.5K sharesnew addition2026-03-312026-05-13

IWR ISHARES TR5.1K shares47.35%2026-03-312026-05-13

VYM VANGUARD WHITEHALL FDS3.4K shares-61.87%2026-03-312026-05-13

VBK VANGUARD INDEX FDS1.6K shares1.52%2026-03-312026-05-13

PFE PFIZER INC17.1K shares-3.84%2026-03-312026-05-13

PPC PILGRIMS PRIDE CORP12.7K shares-31.90%2026-03-312026-05-13

MCD MCDONALDS CORP1.4K shares-3.02%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON1.8K shares9.29%2026-03-312026-05-13

Sponsored

VUG VANGUARD INDEX FDS1.0K shares-85.11%2026-03-312026-05-13

STLD STEEL DYNAMICS INC2.4K shares-0.62%2026-03-312026-05-13

VB VANGUARD INDEX FDS1.7K shares-7.71%2026-03-312026-05-13

IWF ISHARES TR1.0K shares88.79%2026-03-312026-05-13

BLV VANGUARD BD INDEX FDS6.2K shares-0.45%2026-03-312026-05-13

ORCL ORACLE CORP2.8K shares52.35%2026-03-312026-05-13

MELI MERCADOLIBRE INC237 shares-28.40%2026-03-312026-05-13

VBR VANGUARD INDEX FDS1.9K shares14.13%2026-03-312026-05-13

Sponsored

BIL SPDR SERIES TRUST4.4K shares-0.82%2026-03-312026-05-13

VNQ VANGUARD INDEX FDS4.4K shares-1.80%2026-03-312026-05-13

KGC KINROSS GOLD CORP12.8K sharesnew addition2026-03-312026-05-13

IGSB ISHARES TR7.3K shares-2.65%2026-03-312026-05-13

CAT CATERPILLAR INC539 shares-28.42%2026-03-312026-05-13

COEUR MNG INC COEUR MNG INC20.1K sharesnew addition2026-03-312026-05-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.8K shares5.07%2026-03-312026-05-13

CVX CHEVRON CORPORATION1.7K shares-72.90%2026-03-312026-05-13

Sponsored

HIMU BLACKROCK ETF TRUST II7.3K sharesnew addition2026-03-312026-05-13

HYGW ISHARES TR11.7K shares-60.24%2026-03-312026-05-13

BARRICK MNG CORP BARRICK MNG CORP8.4K sharesnew addition2026-03-312026-05-13

AXSM AXSOME THERAPEUTICS INC.2.0K shares-6.64%2026-03-312026-05-13

CSCO CISCO SYS INC4.3K shares4.29%2026-03-312026-05-13

T AT&T INC11.3K sharesnew addition2026-03-312026-05-13

SLV ISHARES SILVER TR4.8K shares28.14%2026-03-312026-05-13

INCY INCYTE CORP3.4K shares-64.36%2026-03-312026-05-13

Sponsored

AMD ADVANCED MICRO DEVICES INC1.6K shares4.56%2026-03-312026-05-13

AMAT APPLIED MATLS INC927 sharesnew addition2026-03-312026-05-13

EATON CORP PLC EATON CORP PLC877 shares20.63%2026-03-312026-05-13

BLACKSTONE INC BLACKSTONE INC2.7K shares-61.54%2026-03-312026-05-13

HODL VANECK BITCOIN ETF16.0K sharesnew addition2026-03-312026-05-13

MO ALTRIA GROUP INC4.6K shares-71.87%2026-03-312026-05-13

DFGR DIMENSIONAL ETF TRUST11.5K shares5.72%2026-03-312026-05-13

WLDN WILLDAN GROUP INC3.9K shares85.39%2026-03-312026-05-13

Sponsored

MERCK & CO INC MERCK & CO INC2.5K shares-6.12%2026-03-312026-05-13

SCHD SCHWAB STRATEGIC TR9.4K shares-62.23%2026-03-312026-05-13

CSHI NEOS ETF TRUST5.6K sharesnew addition2026-03-312026-05-13

BA BOEING CO1.4K shares-0.72%2026-03-312026-05-13

SDY SPDR SERIES TRUST1.9K shares-7.34%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC798 shares-2.44%2026-03-312026-05-13

AMGN AMGEN INC751 shares-2.97%2026-03-312026-05-13

IWM ISHARES TR1.1K shares0.47%2026-03-312026-05-13

Sponsored

SCHR SCHWAB STRATEGIC TR10.4K shares-5.23%2026-03-312026-05-13

CAAP CORPORACION AMER ARPTS S A10.1K shares-63.59%2026-03-312026-05-13

XBI SPDR SERIES TRUST2.0K shares-23.97%2026-03-312026-05-13

LAM RESEARCH CORP LAM RESEARCH CORP1.2K sharesnew addition2026-03-312026-05-13

VPU VANGUARD WORLD FD1.3K shares0.08%2026-03-312026-05-13

BND VANGUARD BD INDEX FDS3.4K shares-8.84%2026-03-312026-05-13

ABT ABBOTT LABORATORIES2.4K shares-5.20%2026-03-312026-05-13

BILS SPDR SERIES TRUST2.5K shares0.40%2026-03-312026-05-13

Sponsored

VTEC VANGUARD CALIF TAX FREE FDS2.5K sharesnew addition2026-03-312026-05-13

DFIP DIMENSIONAL ETF TRUST5.7K sharesnew addition2026-03-312026-05-13

XOP SPDR SERIES TRUST1.3K sharesnew addition2026-03-312026-05-13

VXUS VANGUARD STAR FDS3.1K shares0.00%2026-03-312026-05-13

TDG TRANSDIGM GROUP INC204 shares29.94%2026-03-312026-05-13

ITOT ISHARES TR1.6K shares-84.50%2026-03-312026-05-13

IUSV ISHARES TR2.3K sharesnew addition2026-03-312026-05-13

EFA ISHARES TR2.4K sharesnew addition2026-03-312026-05-13

Sponsored

EQIX EQUINIX INC236 sharesnew addition2026-03-312026-05-13

IUSG ISHARES TR1.5K sharesnew addition2026-03-312026-05-13

ICVT ISHARES TR2.2K shares-58.64%2026-03-312026-05-13

FBND FIDELITY MERRIMACK STR TR4.8K sharesnew addition2026-03-312026-05-13

ARISTA NETWORKS INC ARISTA NETWORKS INC1.8K sharesnew addition2026-03-312026-05-13

XT ISHARES TR3.1K shares-13.75%2026-03-312026-05-13

AGG ISHARES TR2.1K shares-3.93%2026-03-312026-05-13

SCHH SCHWAB STRATEGIC TR9.3K shares-6.42%2026-03-312026-05-13

Sponsored

LWLG LIGHTWAVE LOGIC INC27.6K sharesnew addition2026-03-312026-05-13

LUMN LUMEN TECHNOLOGIES INC13.3K shares0.79%2026-03-312026-05-13

CMPX COMPASS THERAPEUTICS INC16.0K sharesnew addition2026-03-312026-05-13

HURA TUHURA BIOSCIENCES INC42.5K shares0.00%2026-03-312026-05-13

OGN ORGANON & CO11.1K shares-6.72%2026-03-312026-05-13

CRDF CARDIFF ONCOLOGY INC40.5K shares12.50%2026-03-312026-05-13

NYXH NYXOAH S A16.3K shares-0.10%2026-03-312026-05-13

MARKER THERAPEUTICS INC MARKER THERAPEUTICS INC29.0K shares7.41%2026-03-312026-05-13

Sponsored

MVIS MICROVISION INC DEL25.1K shares0.00%2026-03-312026-05-13

GT BIOPHARMA INC GT BIOPHARMA INC23.4K sharesnew addition2026-03-312026-05-13

DEFT DEFI TECHNOLOGIES INC11.1K shares0.00%2026-03-312026-05-13

VTI

VANGUARD INDEX FDS

-3.72%

Shares161.2K

Event2026-03-31

Filed2026-05-13

SPMO

INVESCO EXCH TRADED FD TR II

1.29%

Shares310.8K

Event2026-03-31

Filed2026-05-13

SCHG

SCHWAB STRATEGIC TR

-3.49%

Shares996.8K

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD TAX-MANAGED FDS

-3.15%

Shares424.1K

Event2026-03-31

Filed2026-05-13

LQD

ISHARES TR

34.63%

Shares196.0K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

26.36%

Shares32.6K

Event2026-03-31

Filed2026-05-13

IUSB

ISHARES TR

-2.68%

Shares441.8K

Event2026-03-31

Filed2026-05-13

SCHF

SCHWAB STRATEGIC TR

-0.14%

Shares746.2K

Event2026-03-31

Filed2026-05-13

HYG

ISHARES TR

7.80%

Shares231.2K

Event2026-03-31

Filed2026-05-13

EMB

ISHARES TR

-4.09%

Shares191.6K

Event2026-03-31

Filed2026-05-13

VTV

VANGUARD INDEX FDS

519.06%

Shares91.3K

Event2026-03-31

Filed2026-05-13

JCPB

J P MORGAN EXCHANGE TRADED F

5.05%

Shares369.3K

Event2026-03-31

Filed2026-05-13

DFIV

DIMENSIONAL ETF TRUST

-6.93%

Shares303.9K

Event2026-03-31

Filed2026-05-13

IVE

ISHARES TR

-19.55%

Shares73.9K

Event2026-03-31

Filed2026-05-13

FRDM

EA SERIES TRUST

-14.51%

Shares276.7K

Event2026-03-31

Filed2026-05-13

IEMG

ISHARES INC

-9.16%

Shares215.3K

Event2026-03-31

Filed2026-05-13

IVW

ISHARES TR

-1.48%

Shares123.5K

Event2026-03-31

Filed2026-05-13

DYNF

BLACKROCK ETF TRUST

-23.75%

Shares224.7K

Event2026-03-31

Filed2026-05-13

DFAS

DIMENSIONAL ETF TRUST

-2.96%

Shares167.8K

Event2026-03-31

Filed2026-05-13

JPST

J P MORGAN EXCHANGE TRADED F

16.39%

Shares216.6K

Event2026-03-31

Filed2026-05-13

EFV

ISHARES TR

-9.89%

Shares146.1K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

1.62%

Shares42.1K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

-7.38%

Shares60.3K

Event2026-03-31

Filed2026-05-13

DUHP

DIMENSIONAL ETF TRUST

-0.52%

Shares279.6K

Event2026-03-31

Filed2026-05-13

BDYN

BLACKROCK ETF TRUST

5.43%

Shares410.7K

Event2026-03-31

Filed2026-05-13

SCHE

SCHWAB STRATEGIC TR

-1.42%

Shares258.3K

Event2026-03-31

Filed2026-05-13

TLH

ISHARES TR

-4.15%

Shares83.4K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

-7.64%

Shares40.1K

Event2026-03-31

Filed2026-05-13

DFAU

DIMENSIONAL ETF TRUST

6.28%

Shares181.2K

Event2026-03-31

Filed2026-05-13

RDVY

FIRST TR EXCHANGE TRADED FD

-3.27%

Shares118.2K

Event2026-03-31

Filed2026-05-13

BDVL

BLACKROCK ETF TRUST

-2.96%

Shares311.6K

Event2026-03-31

Filed2026-05-13

VWO

VANGUARD INTL EQUITY INDEX F

0.57%

Shares139.8K

Event2026-03-31

Filed2026-05-13

MBB

ISHARES TR

-7.14%

Shares78.2K

Event2026-03-31

Filed2026-05-13

EFG

ISHARES TR

New

Shares64.2K

Event2026-03-31

Filed2026-05-13

QUAL

ISHARES TR

-5.68%

Shares34.4K

Event2026-03-31

Filed2026-05-13

BAI

BLACKROCK ETF TRUST

-4.09%

Shares199.8K

Event2026-03-31

Filed2026-05-13

MTUM

ISHARES TR

-4.66%

Shares27.3K

Event2026-03-31

Filed2026-05-13

GOVT

ISHARES TR

811.16%

Shares277.6K

Event2026-03-31

Filed2026-05-13

BINC

BLACKROCK ETF TRUST II

-4.12%

Shares121.6K

Event2026-03-31

Filed2026-05-13

THRO

BLACKROCK ETF TRUST

-2.83%

Shares168.5K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

-0.84%

Shares9.4K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

-23.34%

Shares5.3K

Event2026-03-31

Filed2026-05-13

BLCR

BLACKROCK ETF TRUST

New

Shares114.9K

Event2026-03-31

Filed2026-05-13

IDEF

BLACKROCK ETF TRUST

New

Shares143.4K

Event2026-03-31

Filed2026-05-13

IAGG

ISHARES TR

-0.05%

Shares92.1K

Event2026-03-31

Filed2026-05-13

BOXX

EA SERIES TRUST

2.34%

Shares39.6K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-3.51%

Shares15.2K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

-9.86%

Shares11.7K

Event2026-03-31

Filed2026-05-13

META

META PLATFORMS INC

0.27%

Shares6.9K

Event2026-03-31

Filed2026-05-13

JPIE

J P MORGAN EXCHANGE TRADED F

4.06%

Shares86.2K

Event2026-03-31

Filed2026-05-13

DFSD

DIMENSIONAL ETF TRUST

22.30%

Shares81.4K

Event2026-03-31

Filed2026-05-13

VTEB

VANGUARD MUN BD FDS

-24.87%

Shares75.8K

Event2026-03-31

Filed2026-05-13

IEFA

ISHARES TR

53.79%

Shares40.7K

Event2026-03-31

Filed2026-05-13

TFI

SPDR SERIES TRUST

-24.59%

Shares72.4K

Event2026-03-31

Filed2026-05-13

PLTR

PALANTIR TECHNOLOGIES INC

1.38%

Shares22.3K

Event2026-03-31

Filed2026-05-13

EQX

EQUINOX GOLD CORP

-7.25%

Shares218.4K

Event2026-03-31

Filed2026-05-13

GPIX

GOLDMAN SACHS ETF TR

41.43%

Shares59.0K

Event2026-03-31

Filed2026-05-13

IEUR

ISHARES TR

-13.39%

Shares40.1K

Event2026-03-31

Filed2026-05-13

XLF

SELECT SECTOR SPDR TR

-22.05%

Shares56.6K

Event2026-03-31

Filed2026-05-13

CELESTICA INC

-27.33%

Shares9.7K

Event2026-03-31

Filed2026-05-13

DFAI

DIMENSIONAL ETF TRUST

2.34%

Shares68.3K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

5.55%

Shares9.3K

Event2026-03-31

Filed2026-05-13

ISOU

ISOENERGY LTD

56.60%

Shares243.2K

Event2026-03-31

Filed2026-05-13

INVESCO EXCHANGE TRADED FD T

358.59%

Shares13.2K

Event2026-03-31

Filed2026-05-13

GTN

GRAY MEDIA INC

20.89%

Shares578.4K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

-14.24%

Shares8.5K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

-4.96%

Shares14.7K

Event2026-03-31

Filed2026-05-13

JEPI

J P MORGAN EXCHANGE TRADED F

5.93%

Shares43.5K

Event2026-03-31

Filed2026-05-13

STRL

STERLING INFRASTRUCTURE INC

-26.24%

Shares5.5K

Event2026-03-31

Filed2026-05-13

XLK

SELECT SECTOR SPDR TR

-16.11%

Shares16.7K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR

-87.28%

Shares3.8K

Event2026-03-31

Filed2026-05-13

QUAD

QUAD / GRAPHICS INC

-11.65%

Shares318.5K

Event2026-03-31

Filed2026-05-13

IJR

ISHARES TR

41.52%

Shares16.8K

Event2026-03-31

Filed2026-05-13

AGX

ARGAN INC

-25.13%

Shares3.8K

Event2026-03-31

Filed2026-05-13

JEPQ

J P MORGAN EXCHANGE TRADED F

7.46%

Shares37.4K

Event2026-03-31

Filed2026-05-13

XLI

SELECT SECTOR SPDR TR

-9.57%

Shares12.7K

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHOLESALE CORPORATION

-10.51%

Shares2.0K

Event2026-03-31

Filed2026-05-13

URNM

SPROTT FDS TR

-5.77%

Shares32.0K

Event2026-03-31

Filed2026-05-13

SGOV

ISHARES TR

-13.26%

Shares20.0K

Event2026-03-31

Filed2026-05-13

QQQM

INVESCO EXCH TRADED FD TR II

-27.34%

Shares8.4K

Event2026-03-31

Filed2026-05-13

GCI

USA TODAY CO INC

-28.49%

Shares281.4K

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC

-16.71%

Shares15.4K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

2.29%

Shares3.2K

Event2026-03-31

Filed2026-05-13

DFCF

DIMENSIONAL ETF TRUST

5.35%

Shares44.1K

Event2026-03-31

Filed2026-05-13

ISHARES GOLD TR

-63.26%

Shares21.1K

Event2026-03-31

Filed2026-05-13

POWL

POWELL INDS INC

-36.83%

Shares3.4K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

-10.37%

Shares3.8K

Event2026-03-31

Filed2026-05-13

BRO

BROWN & BROWN INC

15.92%

Shares28.0K

Event2026-03-31

Filed2026-05-13

XES

SPDR SERIES TRUST

-4.68%

Shares15.6K

Event2026-03-31

Filed2026-05-13

IJH

ISHARES TR

60.06%

Shares26.3K

Event2026-03-31

Filed2026-05-13

ATEC

ALPHATEC HLDGS INC

0.01%

Shares158.6K

Event2026-03-31

Filed2026-05-13

IVANHOE ELECTRIC INC

-35.91%

Shares144.1K

Event2026-03-31

Filed2026-05-13

NFLX

NETFLIX INC.

-8.58%

Shares17.5K

Event2026-03-31

Filed2026-05-13

GOLDMAN SACHS GROUP INC

-13.82%

Shares2.0K

Event2026-03-31

Filed2026-05-13

GLD

SPDR GOLD TR

27.84%

Shares3.9K

Event2026-03-31

Filed2026-05-13

GPIQ

GOLDMAN SACHS ETF TR

110.20%

Shares32.8K

Event2026-03-31

Filed2026-05-13

DIS

DISNEY WALT CO

48.45%

Shares16.6K

Event2026-03-31

Filed2026-05-13

RNR

RENAISSANCERE HLDGS LTD

New

Shares5.3K

Event2026-03-31

Filed2026-05-13

NBR

NABORS INDUSTRIES LTD

-22.53%

Shares18.3K

Event2026-03-31

Filed2026-05-13

PFG

PRINCIPAL FINANCIAL GROUP IN

New

Shares17.1K

Event2026-03-31

Filed2026-05-13

IXJ

ISHARES TR

-5.08%

Shares15.6K

Event2026-03-31

Filed2026-05-13

BNDX

VANGUARD CHARLOTTE FDS

-20.56%

Shares29.0K

Event2026-03-31

Filed2026-05-13

LNC

LINCOLN NATL CORP IND

7.32%

Shares38.0K

Event2026-03-31

Filed2026-05-13

PAVE

GLOBAL X FDS

-2.46%

Shares26.1K

Event2026-03-31

Filed2026-05-13

HOME DEPOT INC

-8.47%

Shares4.0K

Event2026-03-31

Filed2026-05-13

MAR

MARRIOTT INTL INC NEW

-14.08%

Shares4.1K

Event2026-03-31

Filed2026-05-13

TSLA

TESLA INC

5.10%

Shares3.5K

Event2026-03-31

Filed2026-05-13

CRM

SALESFORCE INC

-28.35%

Shares7.0K

Event2026-03-31

Filed2026-05-13

AXL

DAUCH CORP

0.47%

Shares220.2K

Event2026-03-31

Filed2026-05-13

COP

CONOCOPHILLIPS

New

Shares9.8K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

-10.45%

Shares4.1K

Event2026-03-31

Filed2026-05-13

PARR

PAR PAC HOLDINGS INC

54.25%

Shares20.1K

Event2026-03-31

Filed2026-05-13

PROCTER & GAMBLE CO

-10.74%

Shares8.7K

Event2026-03-31

Filed2026-05-13

FDX

FEDEX CORP

-12.45%

Shares3.5K

Event2026-03-31

Filed2026-05-13

CLOA

BLACKROCK ETF TRUST II

16.78%

Shares24.0K

Event2026-03-31

Filed2026-05-13

COCA COLA CO

-15.65%

Shares16.2K

Event2026-03-31

Filed2026-05-13

IEF

ISHARES TR

95.33%

Shares12.7K

Event2026-03-31

Filed2026-05-13

DGRO

ISHARES TR

-26.86%

Shares17.1K

Event2026-03-31

Filed2026-05-13

COMM

VISTANCE NETWORKS INC

11.46%

Shares64.4K

Event2026-03-31

Filed2026-05-13

BLACKROCK INC

-14.47%

Shares1.2K

Event2026-03-31

Filed2026-05-13

AXP

AMERICAN EXPRESS CO

-15.23%

Shares3.8K

Event2026-03-31

Filed2026-05-13

CPRT

COPART INC

-6.37%

Shares34.9K

Event2026-03-31

Filed2026-05-13

MLN

VANECK ETF TRUST

5.82%

Shares66.2K

Event2026-03-31

Filed2026-05-13

ALL

ALLSTATE CORP

-4.34%

Shares5.6K

Event2026-03-31

Filed2026-05-13

VLUE

ISHARES TR

New

Shares8.1K

Event2026-03-31

Filed2026-05-13

BROOKFIELD CORP

New

Shares28.3K

Event2026-03-31

Filed2026-05-13

CNDT

CONDUENT INC

106.36%

Shares888.0K

Event2026-03-31

Filed2026-05-13

MFC

MANULIFE FINL CORP

-9.66%

Shares32.9K

Event2026-03-31

Filed2026-05-13

DAL

DELTA AIR LINES INC

-15.67%

Shares17.0K

Event2026-03-31

Filed2026-05-13

FNDF

SCHWAB STRATEGIC TR

-4.75%

Shares23.1K

Event2026-03-31

Filed2026-05-13

DFAE

DIMENSIONAL ETF TRUST

1.92%

Shares33.1K

Event2026-03-31

Filed2026-05-13

BDX

BECTON DICKINSON & CO

New

Shares7.1K

Event2026-03-31

Filed2026-05-13

RING

ISHARES INC

-1.24%

Shares14.0K

Event2026-03-31

Filed2026-05-13

ALPS ETF TR

9.21%

Shares21.0K

Event2026-03-31

Filed2026-05-13

UNH

UNITEDHEALTH GROUP INC

-36.87%

Shares4.1K

Event2026-03-31

Filed2026-05-13

CITIGROUP INC

New

Shares9.5K

Event2026-03-31

Filed2026-05-13

VIG

VANGUARD SPECIALIZED FUNDS

-13.93%

Shares5.0K

Event2026-03-31

Filed2026-05-13

CROWN CASTLE INC

New

Shares13.3K

Event2026-03-31

Filed2026-05-13

ACGL

ARCH CAP GROUP LTD

New

Shares11.2K

Event2026-03-31

Filed2026-05-13

RB GLOBAL INC

New

Shares11.2K

Event2026-03-31

Filed2026-05-13

BAC

BANK AMERICA CORP

406.44%

Shares22.0K

Event2026-03-31

Filed2026-05-13

REM

ISHARES TR

8.35%

Shares49.9K

Event2026-03-31

Filed2026-05-13

PANW

PALO ALTO NETWORKS INC

3.07%

Shares6.4K

Event2026-03-31

Filed2026-05-13

JAAA

JANUS DETROIT STR TR

0.11%

Shares20.4K

Event2026-03-31

Filed2026-05-13

CCL

CARNIVAL CORP

-5.65%

Shares39.2K

Event2026-03-31

Filed2026-05-13

CRDO

CREDO TECHNOLOGY GROUP HOLDI

-15.93%

Shares10.5K

Event2026-03-31

Filed2026-05-13

SKOR

FLEXSHARES TR

-28.28%

Shares20.3K

Event2026-03-31

Filed2026-05-13

VELO3D INC

18.03%

Shares103.5K

Event2026-03-31

Filed2026-05-13

JCI

JOHNSON CONTROLS INTERNATION

New

Shares7.4K

Event2026-03-31

Filed2026-05-13

GENERAL MTRS CO

-9.55%

Shares13.0K

Event2026-03-31

Filed2026-05-13

LYB

LYONDELLBASELL INDUSTRIES NV

New

Shares11.9K

Event2026-03-31

Filed2026-05-13

TOYOTA MOTOR CORP

-14.61%

Shares4.7K

Event2026-03-31

Filed2026-05-13

ISRG

INTUITIVE SURGICAL INC

-12.56%

Shares2.1K

Event2026-03-31

Filed2026-05-13

SCHQ

SCHWAB STRATEGIC TR

-42.66%

Shares30.1K

Event2026-03-31

Filed2026-05-13

MPC

MARATHON PETE CORP

New

Shares3.9K

Event2026-03-31

Filed2026-05-13

SBUX

STARBUCKS CORP

New

Shares10.4K

Event2026-03-31

Filed2026-05-13

SPYM

SPDR SERIES TRUST

4.40%

Shares12.0K

Event2026-03-31

Filed2026-05-13

XLE

SELECT SECTOR SPDR TR

-20.18%

Shares14.6K

Event2026-03-31

Filed2026-05-13

CF INDUSTRIES HOLD

New

Shares6.9K

Event2026-03-31

Filed2026-05-13

IBIT

ISHARES BITCOIN TRUST ETF

-2.41%

Shares23.2K

Event2026-03-31

Filed2026-05-13

CHUBB LTD SWITZ

314.26%

Shares2.7K

Event2026-03-31

Filed2026-05-13

VISA INC

-20.64%

Shares2.9K

Event2026-03-31

Filed2026-05-13

QLTA

ISHARES TR

-28.41%

Shares18.6K

Event2026-03-31

Filed2026-05-13

BKLN

INVESCO EXCH TRADED FD TR II

-1.26%

Shares43.0K

Event2026-03-31

Filed2026-05-13

BALI

BLACKROCK ETF TRUST

1.68%

Shares28.4K

Event2026-03-31

Filed2026-05-13

WAT

WATERS CORP

New

Shares2.9K

Event2026-03-31

Filed2026-05-13

BALL

BALL CORP

New

Shares14.7K

Event2026-03-31

Filed2026-05-13

REALTY INCOME CORP

New

Shares14.1K

Event2026-03-31

Filed2026-05-13

REGIONS FINANCIAL CORP NEW

New

Shares32.8K

Event2026-03-31

Filed2026-05-13

DVA

DAVITA INC

New

Shares5.5K

Event2026-03-31

Filed2026-05-13

SYF

SYNCHRONY FINANCIAL

23.69%

Shares12.5K

Event2026-03-31

Filed2026-05-13

SUNBELT RENTALS HOLDINGS INC

New

Shares13.0K

Event2026-03-31

Filed2026-05-13

AFL

AFLAC INC

New

Shares7.6K

Event2026-03-31

Filed2026-05-13

CONSOLIDATED EDISON INC

New

Shares7.4K

Event2026-03-31

Filed2026-05-13

PEP

PEPSICO INC

New

Shares5.4K

Event2026-03-31

Filed2026-05-13

LVS

LAS VEGAS SANDS CORP

New

Shares15.4K

Event2026-03-31

Filed2026-05-13

OUNZ

VANECK MERK GOLD ETF

39.07%

Shares18.4K

Event2026-03-31

Filed2026-05-13

FHN

FIRST HORIZON CORPORATION

6.67%

Shares36.5K

Event2026-03-31

Filed2026-05-13

ARQT

ARCUTIS BIOTHERAPEUTICS INC

15.40%

Shares35.2K

Event2026-03-31

Filed2026-05-13

CSL

CARLISLE COS INC

New

Shares2.5K

Event2026-03-31

Filed2026-05-13

MTB

M & T BK CORP

New

Shares4.0K

Event2026-03-31

Filed2026-05-13

ORI

OLD REP INTL CORP

13.44%

Shares20.5K

Event2026-03-31

Filed2026-05-13

PHILIP MORRIS INTL INC

-61.85%

Shares4.9K

Event2026-03-31

Filed2026-05-13

FTV

FORTIVE CORP

New

Shares14.7K

Event2026-03-31

Filed2026-05-13

ANTERO MIDSTREAM CORP

New

Shares35.7K

Event2026-03-31

Filed2026-05-13

DHI

D R HORTON INC

New

Shares5.9K

Event2026-03-31

Filed2026-05-13

APTIV PLC

New

Shares11.6K

Event2026-03-31

Filed2026-05-13

PPG

PPG INDS INC

New

Shares7.5K

Event2026-03-31

Filed2026-05-13

XLV

SELECT SECTOR SPDR TR

-28.12%

Shares5.5K

Event2026-03-31

Filed2026-05-13

XLY

SELECT SECTOR SPDR TR

3.50%

Shares7.3K

Event2026-03-31

Filed2026-05-13

CME

CME GROUP INC

-3.87%

Shares2.7K

Event2026-03-31

Filed2026-05-13

COKE

COCA COLA CONS INC

New

Shares4.1K

Event2026-03-31

Filed2026-05-13

KMI

KINDER MORGAN INC DEL

New

Shares23.2K

Event2026-03-31

Filed2026-05-13

NJR

NEW JERSEY RES CORP

New

Shares14.1K

Event2026-03-31

Filed2026-05-13

LUV

SOUTHWEST AIRLS CO

New

Shares20.3K

Event2026-03-31

Filed2026-05-13

ABBV

ABBVIE INC

-51.78%

Shares3.5K

Event2026-03-31

Filed2026-05-13

VIPER ENERGY INC

New

Shares15.9K

Event2026-03-31

Filed2026-05-13

FNF

FIDELITY NATL FINL INC

New

Shares15.9K

Event2026-03-31

Filed2026-05-13

HCA

HCA HEALTHCARE INC

New

Shares1.6K

Event2026-03-31

Filed2026-05-13

KEY

KEYCORP

New

Shares36.7K

Event2026-03-31

Filed2026-05-13

UNFI

UNITED NAT FOODS INC

17.67%

Shares16.3K

Event2026-03-31

Filed2026-05-13

FABRINET

New

Shares1.4K

Event2026-03-31

Filed2026-05-13

FORD MTR CO

New

Shares63.0K

Event2026-03-31

Filed2026-05-13

CWEN

CLEARWAY ENERGY INC

New

Shares18.5K

Event2026-03-31

Filed2026-05-13

VRP

INVESCO EXCH TRADED FD TR II

0.01%

Shares30.2K

Event2026-03-31

Filed2026-05-13

MSM

MSC INDL DIRECT INC

New

Shares7.8K

Event2026-03-31

Filed2026-05-13

ANNALY CAPITAL MANAGEMENT IN

2.15%

Shares34.2K

Event2026-03-31

Filed2026-05-13

TFC

TRUIST FINL CORP

-3.01%

Shares15.6K

Event2026-03-31

Filed2026-05-13

IGEB

ISHARES TR

-0.48%

Shares15.8K

Event2026-03-31

Filed2026-05-13

PFF

ISHARES TR

0.01%

Shares23.5K

Event2026-03-31

Filed2026-05-13

WEC ENERGY GROUP INC

New

Shares6.1K

Event2026-03-31

Filed2026-05-13

DOMINION ENERGY INC

New

Shares11.4K

Event2026-03-31

Filed2026-05-13

AES

AES CORP

New

Shares49.9K

Event2026-03-31

Filed2026-05-13

PNW

PINNACLE WEST CAP CORP

New

Shares6.9K

Event2026-03-31

Filed2026-05-13

EWJ

ISHARES INC

4.87%

Shares8.2K

Event2026-03-31

Filed2026-05-13

LAMR

LAMAR ADVERTISING CO

-4.94%

Shares5.4K

Event2026-03-31

Filed2026-05-13

BLBD

BLUE BIRD CORP

-20.79%

Shares12.1K

Event2026-03-31

Filed2026-05-13

WPC

WP CAREY INC

-3.99%

Shares10.0K

Event2026-03-31

Filed2026-05-13

MICRON TECHNOLOGY INC

81.41%

Shares2.0K

Event2026-03-31

Filed2026-05-13

ASML

ASML HLDG NV

-10.23%

Shares509

Event2026-03-31

Filed2026-05-13

AMCOR PLC

New

Shares16.9K

Event2026-03-31

Filed2026-05-13

ATGE

COVISTA INC

-30.84%

Shares5.8K

Event2026-03-31

Filed2026-05-13

BEN

FRANKLIN RESOURCES INC

New

Shares28.2K

Event2026-03-31

Filed2026-05-13

OUTFRONT MEDIA INC

New

Shares25.1K

Event2026-03-31

Filed2026-05-13

SHY

ISHARES TR

-8.76%

Shares7.9K

Event2026-03-31

Filed2026-05-13

NKE

NIKE INC

-16.19%

Shares12.4K

Event2026-03-31

Filed2026-05-13

CLX

CLOROX CO DEL

New

Shares6.3K

Event2026-03-31

Filed2026-05-13

SYK

STRYKER CORPORATION

0.46%

Shares2.0K

Event2026-03-31

Filed2026-05-13

WAYFAIR INC

-2.33%

Shares8.5K

Event2026-03-31

Filed2026-05-13

OHI

OMEGA HEALTHCARE INVS INC

New

Shares14.5K

Event2026-03-31

Filed2026-05-13

IBM

INTERNATIONAL BUSINESS MACHS

124.62%

Shares2.6K

Event2026-03-31

Filed2026-05-13

MUB

ISHARES TR

-18.37%

Shares6.0K

Event2026-03-31

Filed2026-05-13

LGHT

SPINNAKER ETF SERIES

5.94%

Shares71.7K

Event2026-03-31

Filed2026-05-13

SMH

VANECK ETF TRUST

New

Shares1.6K

Event2026-03-31

Filed2026-05-13

EAT

BRINKER INTL INC

-25.13%

Shares4.3K

Event2026-03-31

Filed2026-05-13

APP

APPLOVIN CORP

-57.01%

Shares1.5K

Event2026-03-31

Filed2026-05-13

TWLO

TWILIO INC

-30.46%

Shares4.8K

Event2026-03-31

Filed2026-05-13

SYSB

ISHARES TR

-8.98%

Shares6.7K

Event2026-03-31

Filed2026-05-13

RTX

RTX CORPORATION

15.11%

Shares3.0K

Event2026-03-31

Filed2026-05-13

CTAS

CINTAS CORP

New

Shares3.5K

Event2026-03-31

Filed2026-05-13

HDV

ISHARES TR

New

Shares4.3K

Event2026-03-31

Filed2026-05-13

SKYW

SKYWEST INC

-32.54%

Shares6.3K

Event2026-03-31

Filed2026-05-13

NOW

SERVICENOW INC

-12.25%

Shares5.3K

Event2026-03-31

Filed2026-05-13

HWM

HOWMET AEROSPACE INC

56.75%

Shares2.4K

Event2026-03-31

Filed2026-05-13

NVO

NOVO-NORDISK A S

89.66%

Shares14.6K

Event2026-03-31

Filed2026-05-13

TTMI

TTM TECHNOLOGIES INC

New

Shares5.4K

Event2026-03-31

Filed2026-05-13

EMLC

VANECK ETF TRUST

-1.17%

Shares20.9K

Event2026-03-31

Filed2026-05-13

EUHY

ISHARES INC

New

Shares10.0K

Event2026-03-31

Filed2026-05-13

SSRM

SSR MINING IN

New

Shares17.5K

Event2026-03-31

Filed2026-05-13

IWR

ISHARES TR

47.35%

Shares5.1K

Event2026-03-31

Filed2026-05-13

VYM

VANGUARD WHITEHALL FDS

-61.87%

Shares3.4K

Event2026-03-31

Filed2026-05-13

VBK

VANGUARD INDEX FDS

1.52%

Shares1.6K

Event2026-03-31

Filed2026-05-13

PFE

PFIZER INC

-3.84%

Shares17.1K

Event2026-03-31

Filed2026-05-13

PPC

PILGRIMS PRIDE CORP

-31.90%

Shares12.7K

Event2026-03-31

Filed2026-05-13

MCD

MCDONALDS CORP

-3.02%

Shares1.4K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

9.29%

Shares1.8K

Event2026-03-31

Filed2026-05-13

VUG

VANGUARD INDEX FDS

-85.11%

Shares1.0K

Event2026-03-31

Filed2026-05-13

STLD

STEEL DYNAMICS INC

-0.62%

Shares2.4K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

-7.71%

Shares1.7K

Event2026-03-31

Filed2026-05-13

IWF

ISHARES TR

88.79%

Shares1.0K

Event2026-03-31

Filed2026-05-13

BLV

VANGUARD BD INDEX FDS

-0.45%

Shares6.2K

Event2026-03-31

Filed2026-05-13

ORCL

ORACLE CORP

52.35%

Shares2.8K

Event2026-03-31

Filed2026-05-13

MELI

MERCADOLIBRE INC

-28.40%

Shares237

Event2026-03-31

Filed2026-05-13

VBR

VANGUARD INDEX FDS

14.13%

Shares1.9K

Event2026-03-31

Filed2026-05-13

BIL

SPDR SERIES TRUST

-0.82%

Shares4.4K

Event2026-03-31

Filed2026-05-13

VNQ

VANGUARD INDEX FDS

-1.80%

Shares4.4K

Event2026-03-31

Filed2026-05-13

KGC

KINROSS GOLD CORP

New

Shares12.8K

Event2026-03-31

Filed2026-05-13

IGSB

ISHARES TR

-2.65%

Shares7.3K

Event2026-03-31

Filed2026-05-13

CAT

CATERPILLAR INC

-28.42%

Shares539

Event2026-03-31

Filed2026-05-13

COEUR MNG INC

New

Shares20.1K

Event2026-03-31

Filed2026-05-13

DUKE ENERGY CORP NEW

5.07%

Shares2.8K

Event2026-03-31

Filed2026-05-13

CVX

CHEVRON CORPORATION

-72.90%

Shares1.7K

Event2026-03-31

Filed2026-05-13

HIMU

BLACKROCK ETF TRUST II

New

Shares7.3K

Event2026-03-31

Filed2026-05-13

HYGW

ISHARES TR

-60.24%

Shares11.7K

Event2026-03-31

Filed2026-05-13

BARRICK MNG CORP

New

Shares8.4K

Event2026-03-31

Filed2026-05-13

AXSM

AXSOME THERAPEUTICS INC.

-6.64%

Shares2.0K

Event2026-03-31

Filed2026-05-13

CSCO

CISCO SYS INC

4.29%

Shares4.3K

Event2026-03-31

Filed2026-05-13

AT&T INC

New

Shares11.3K

Event2026-03-31

Filed2026-05-13

SLV

ISHARES SILVER TR

28.14%

Shares4.8K

Event2026-03-31

Filed2026-05-13

INCY

INCYTE CORP

-64.36%

Shares3.4K

Event2026-03-31

Filed2026-05-13

AMD

ADVANCED MICRO DEVICES INC

4.56%

Shares1.6K

Event2026-03-31

Filed2026-05-13

AMAT

APPLIED MATLS INC

New

Shares927

Event2026-03-31

Filed2026-05-13

EATON CORP PLC

20.63%

Shares877

Event2026-03-31

Filed2026-05-13

BLACKSTONE INC

-61.54%

Shares2.7K

Event2026-03-31

Filed2026-05-13

HODL

VANECK BITCOIN ETF

New

Shares16.0K

Event2026-03-31

Filed2026-05-13

ALTRIA GROUP INC

-71.87%

Shares4.6K

Event2026-03-31

Filed2026-05-13

DFGR

DIMENSIONAL ETF TRUST

5.72%

Shares11.5K

Event2026-03-31

Filed2026-05-13

WLDN

WILLDAN GROUP INC

85.39%

Shares3.9K

Event2026-03-31

Filed2026-05-13

MERCK & CO INC

-6.12%

Shares2.5K

Event2026-03-31

Filed2026-05-13

SCHD

SCHWAB STRATEGIC TR

-62.23%

Shares9.4K

Event2026-03-31

Filed2026-05-13

CSHI

NEOS ETF TRUST

New

Shares5.6K

Event2026-03-31

Filed2026-05-13

BOEING CO

-0.72%

Shares1.4K

Event2026-03-31

Filed2026-05-13

SDY

SPDR SERIES TRUST

-7.34%

Shares1.9K

Event2026-03-31

Filed2026-05-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-2.44%

Shares798

Event2026-03-31

Filed2026-05-13

AMGN

AMGEN INC

-2.97%

Shares751

Event2026-03-31

Filed2026-05-13

IWM

ISHARES TR

0.47%

Shares1.1K

Event2026-03-31

Filed2026-05-13

SCHR

SCHWAB STRATEGIC TR

-5.23%

Shares10.4K

Event2026-03-31

Filed2026-05-13

CAAP

CORPORACION AMER ARPTS S A

-63.59%

Shares10.1K

Event2026-03-31

Filed2026-05-13

XBI

SPDR SERIES TRUST

-23.97%

Shares2.0K

Event2026-03-31

Filed2026-05-13

LAM RESEARCH CORP

New

Shares1.2K

Event2026-03-31

Filed2026-05-13

VPU

VANGUARD WORLD FD

0.08%

Shares1.3K

Event2026-03-31

Filed2026-05-13

BND

VANGUARD BD INDEX FDS

-8.84%

Shares3.4K

Event2026-03-31

Filed2026-05-13

ABT

ABBOTT LABORATORIES

-5.20%

Shares2.4K

Event2026-03-31

Filed2026-05-13

BILS

SPDR SERIES TRUST

0.40%

Shares2.5K

Event2026-03-31

Filed2026-05-13

VTEC

VANGUARD CALIF TAX FREE FDS

New

Shares2.5K

Event2026-03-31

Filed2026-05-13

DFIP

DIMENSIONAL ETF TRUST

New

Shares5.7K

Event2026-03-31

Filed2026-05-13

XOP

SPDR SERIES TRUST

New

Shares1.3K

Event2026-03-31

Filed2026-05-13

VXUS

VANGUARD STAR FDS

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-13

TDG

TRANSDIGM GROUP INC

29.94%

Shares204

Event2026-03-31

Filed2026-05-13

ITOT

ISHARES TR

-84.50%

Shares1.6K

Event2026-03-31

Filed2026-05-13

IUSV

ISHARES TR

New

Shares2.3K

Event2026-03-31

Filed2026-05-13

EFA

ISHARES TR

New

Shares2.4K

Event2026-03-31

Filed2026-05-13

EQIX

EQUINIX INC

New

Shares236

Event2026-03-31

Filed2026-05-13

IUSG

ISHARES TR

New

Shares1.5K

Event2026-03-31

Filed2026-05-13

ICVT

ISHARES TR

-58.64%

Shares2.2K

Event2026-03-31

Filed2026-05-13

FBND

FIDELITY MERRIMACK STR TR

New

Shares4.8K

Event2026-03-31

Filed2026-05-13

ARISTA NETWORKS INC

New

Shares1.8K

Event2026-03-31

Filed2026-05-13

ISHARES TR

-13.75%

Shares3.1K

Event2026-03-31

Filed2026-05-13

AGG

ISHARES TR

-3.93%

Shares2.1K

Event2026-03-31

Filed2026-05-13

SCHH

SCHWAB STRATEGIC TR

-6.42%

Shares9.3K

Event2026-03-31

Filed2026-05-13

LWLG

LIGHTWAVE LOGIC INC

New

Shares27.6K

Event2026-03-31

Filed2026-05-13

LUMN

LUMEN TECHNOLOGIES INC

0.79%

Shares13.3K

Event2026-03-31

Filed2026-05-13

CMPX

COMPASS THERAPEUTICS INC

New

Shares16.0K

Event2026-03-31

Filed2026-05-13

HURA

TUHURA BIOSCIENCES INC

0.00%

Shares42.5K

Event2026-03-31

Filed2026-05-13

OGN

ORGANON & CO

-6.72%

Shares11.1K

Event2026-03-31

Filed2026-05-13

CRDF

CARDIFF ONCOLOGY INC

12.50%

Shares40.5K

Event2026-03-31

Filed2026-05-13

NYXH

NYXOAH S A

-0.10%

Shares16.3K

Event2026-03-31

Filed2026-05-13

MARKER THERAPEUTICS INC

7.41%

Shares29.0K

Event2026-03-31

Filed2026-05-13

MVIS

MICROVISION INC DEL

0.00%

Shares25.1K

Event2026-03-31

Filed2026-05-13

GT BIOPHARMA INC

New

Shares23.4K

Event2026-03-31

Filed2026-05-13

DEFT

DEFI TECHNOLOGIES INC

0.00%

Shares11.1K

Event2026-03-31

Filed2026-05-13

Call Option Holdings

MSFT Call CallMICROSOFT CORP300 sharesnew addition2026-03-312026-05-13

AMZN Call CallAMAZON COM INC300 sharesnew addition2026-03-312026-05-13

META Call CallMETA PLATFORMS INC100 sharesnew addition2026-03-312026-05-13

DIS Call CallDISNEY WALT CO100 sharesnew addition2026-03-312026-05-13

MSFT Call

MICROSOFT CORP

New

Shares300

Event2026-03-31

Filed2026-05-13

AMZN Call

AMAZON COM INC

New

Shares300

Event2026-03-31

Filed2026-05-13

META Call

META PLATFORMS INC

New

Shares100

Event2026-03-31

Filed2026-05-13

DIS Call

DISNEY WALT CO

New

Shares100

Event2026-03-31

Filed2026-05-13

Put Option Holdings

SPY Put PutSTATE STR SPDR S&P 500 ETF T1.9K sharesnew addition2026-03-312026-05-13

SPY Put

STATE STR SPDR S&P 500 ETF T

New

Shares1.9K

Event2026-03-31

Filed2026-05-13