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The Analysis of Joel Isaacson & Co., LLC's Holdings & P&L

Currently, Joel Isaacson & Co., LLC holds 452 types of securities in its portfolio with a total value $3.0B. In the most recent quarter, they have increased their positions in SDY (+58.6K shares, valued at $8.6M), VIG (+30.8K shares, valued at $6.6M), VXUS (+72.0K shares, valued at $5.5M); decreased their positions in IAC (-79.4K shares, valued at $3.2M), ROST (-5.9K shares, valued at $1.3M), EL (-16.0K shares, valued at $1.2M); initiated new positions in HIMU (+41.6K shares, valued at $2.0M), SCHO (+59.4K shares, valued at $1.4M), TMUS (+3.0K shares, valued at $634.7K).

1M P&L

+76.9M+2.79%

3M P&L

-939.2M-24.90%

HY P&L

-843.7M-22.94%

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/A2.0B

75.6%

2Consumer Electronics115.6M

4.5%

3Software - Infrastructure54.9M

2.1%

Top Industries by Stock Count

1N/A175 stocks

42.5%

2Asset Management12 stocks

2.9%

3Drug Manufacturers - General10 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SDY SPDR SERIES TRUST2.8M shares2.10%2026-03-312026-04-23

VIG VANGUARD SPECIALIZED FUNDS1.3M shares2.34%2026-03-312026-04-23

VTI VANGUARD INDEX FDS524.8K shares3.26%2026-03-312026-04-23

VYM VANGUARD WHITEHALL FDS1.0M shares1.20%2026-03-312026-04-23

ALPHABET INC ALPHABET INC515.5K shares0.12%2026-03-312026-04-23

ALPHABET INC ALPHABET INC487.4K shares0.11%2026-03-312026-04-23

VO VANGUARD INDEX FDS475.3K shares2.10%2026-03-312026-04-23

AAPL APPLE INC455.5K shares1.16%2026-03-312026-04-23

Sponsored

SPY STATE STR SPDR S&P 500 ETF T134.0K shares-0.50%2026-03-312026-04-23

VOOG VANGUARD ADMIRAL FDS INC149.6K shares3.54%2026-03-312026-04-23

VB VANGUARD INDEX FDS211.8K shares4.75%2026-03-312026-04-23

DFAT DIMENSIONAL ETF TRUST813.5K shares2.60%2026-03-312026-04-23

IJK ISHARES TR496.0K shares-1.16%2026-03-312026-04-23

VXUS VANGUARD STAR FDS582.9K shares14.09%2026-03-312026-04-23

MSFT MICROSOFT CORP118.9K shares0.86%2026-03-312026-04-23

AMZN AMAZON COM INC184.7K shares0.96%2026-03-312026-04-23

Sponsored

VUG VANGUARD INDEX FDS82.4K shares5.45%2026-03-312026-04-23

META META PLATFORMS INC54.6K shares-1.98%2026-03-312026-04-23

NVDA NVIDIA CORPORATION164.3K shares0.96%2026-03-312026-04-23

XLK SELECT SECTOR SPDR TR194.1K shares1.31%2026-03-312026-04-23

ESGU ISHARES TR177.0K shares0.20%2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS41.8K shares1.37%2026-03-312026-04-23

VTEI VANGUARD MUN BD FDS231.6K shares-2.16%2026-03-312026-04-23

INVESCO QQQ TR INVESCO QQQ TR37.3K shares3.53%2026-03-312026-04-23

Sponsored

JNJ JOHNSON & JOHNSON79.4K shares1.27%2026-03-312026-04-23

VEU VANGUARD INTL EQUITY INDEX F248.7K shares1.03%2026-03-312026-04-23

EVT EATON VANCE TAX ADVT DIV INC731.9K shares-1.78%2026-03-312026-04-23

VYMI VANGUARD WHITEHALL FDS189.2K shares43.00%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO58.6K shares1.02%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL34.2K shares-1.12%2026-03-312026-04-23

VONG VANGUARD SCOTTSDALE FDS140.3K shares3.54%2026-03-312026-04-23

GLD SPDR GOLD TR28.6K shares3.22%2026-03-312026-04-23

Sponsored

XOM EXXON MOBIL CORP71.6K shares1.47%2026-03-312026-04-23

XLF SELECT SECTOR SPDR TR243.7K shares3.00%2026-03-312026-04-23

FTAI AVIATION LTD FTAI AVIATION LTD44.8K shares0.00%2026-03-312026-04-23

VTV VANGUARD INDEX FDS54.9K shares60.90%2026-03-312026-04-23

LLY ELI LILLY & CO11.7K shares4.54%2026-03-312026-04-23

VBR VANGUARD INDEX FDS49.2K shares-2.97%2026-03-312026-04-23

PG PROCTER & GAMBLE CO71.7K shares-0.16%2026-03-312026-04-23

PNC PNC FINL SVCS GROUP INC49.1K shares-0.53%2026-03-312026-04-23

Sponsored

VT VANGUARD INTL EQUITY INDEX F71.4K shares2.25%2026-03-312026-04-23

IVV ISHARES TR15.0K shares3.87%2026-03-312026-04-23

NFLX NETFLIX INC.95.6K shares1.76%2026-03-312026-04-23

BIV VANGUARD BD INDEX FDS119.0K shares4.55%2026-03-312026-04-23

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC79.3K shares0.03%2026-03-312026-04-23

GS GOLDMAN SACHS GROUP INC9.9K shares2.18%2026-03-312026-04-23

MS MORGAN STANLEY47.6K shares-2.03%2026-03-312026-04-23

SUB ISHARES TR73.0K shares29.74%2026-03-312026-04-23

Sponsored

COST COSTCO WHOLESALE CORPORATION7.7K shares-3.19%2026-03-312026-04-23

MGK VANGUARD WORLD FD19.6K shares4.01%2026-03-312026-04-23

CENCORA INC CENCORA INC22.8K shares0.00%2026-03-312026-04-23

VGT VANGUARD WORLD FD10.0K shares2.08%2026-03-312026-04-23

MAIN MAIN STR CAP CORP129.0K shares0.14%2026-03-312026-04-23

MUB ISHARES TR60.2K shares27.78%2026-03-312026-04-23

WMG WARNER MUSIC GROUP CORP245.2K shares-3.92%2026-03-312026-04-23

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T31.1K shares98.35%2026-03-312026-04-23

Sponsored

VBK VANGUARD INDEX FDS18.7K shares0.71%2026-03-312026-04-23

IBM INTERNATIONAL BUSINESS MACHS23.0K shares17.08%2026-03-312026-04-23

DIBS 1STDIBS COM INC999.5K shares-6.39%2026-03-312026-04-23

HD HOME DEPOT INC16.5K shares-1.00%2026-03-312026-04-23

IWF ISHARES TR12.6K shares1.94%2026-03-312026-04-23

MERCK & CO INC MERCK & CO INC43.5K shares9.32%2026-03-312026-04-23

DFUV DIMENSIONAL ETF TRUST99.5K shares0.00%2026-03-312026-04-23

WFC WELLS FARGO & CO59.0K shares-0.27%2026-03-312026-04-23

Sponsored

WMT WALMART INC37.7K shares-3.28%2026-03-312026-04-23

BROADCOM INC BROADCOM INC15.0K shares2.82%2026-03-312026-04-23

BK BANK NEW YORK MELLON CORP38.9K shares-0.05%2026-03-312026-04-23

VWO VANGUARD INTL EQUITY INDEX F84.0K shares10.65%2026-03-312026-04-23

NEE NEXTERA ENERGY INC46.6K shares9.60%2026-03-312026-04-23

AXP AMERICAN EXPRESS CO13.9K shares0.40%2026-03-312026-04-23

IJH ISHARES TR62.0K shares4.03%2026-03-312026-04-23

MCD MCDONALDS CORP13.3K shares-0.20%2026-03-312026-04-23

Sponsored

EPD ENTERPRISE PRODS PARTNERS L105.1K shares2.31%2026-03-312026-04-23

ITOT ISHARES TR27.2K shares0.22%2026-03-312026-04-23

EBAY EBAY INC.42.4K shares0.00%2026-03-312026-04-23

IAC IAC INC95.7K shares-45.35%2026-03-312026-04-23

WINN HARBOR ETF TRUST134.2K shares20.68%2026-03-312026-04-23

IWM ISHARES TR14.9K shares5.15%2026-03-312026-04-23

XLE SELECT SECTOR SPDR TR59.4K shares0.81%2026-03-312026-04-23

CVX CHEVRON CORPORATION17.5K shares1.72%2026-03-312026-04-23

Sponsored

MDY STATE STR SPDR S&P MIDCAP 405.8K shares0.85%2026-03-312026-04-23

IWD ISHARES TR16.8K shares16.87%2026-03-312026-04-23

VEA VANGUARD TAX-MANAGED FDS56.1K shares2.88%2026-03-312026-04-23

PLTR PALANTIR TECHNOLOGIES INC24.6K shares2.49%2026-03-312026-04-23

DIS DISNEY WALT CO36.6K shares2.04%2026-03-312026-04-23

VTEB VANGUARD MUN BD FDS66.4K shares-0.06%2026-03-312026-04-23

IYW ISHARES TR18.1K shares0.01%2026-03-312026-04-23

CAT CATERPILLAR INC4.6K shares6.98%2026-03-312026-04-23

Sponsored

DVY ISHARES TR21.4K shares-8.84%2026-03-312026-04-23

BLACKSTONE INC BLACKSTONE INC28.1K shares-2.99%2026-03-312026-04-23

V VISA INC10.7K shares0.19%2026-03-312026-04-23

LMT LOCKHEED MARTIN CORP5.3K shares3.41%2026-03-312026-04-23

BAC BANK AMERICA CORP65.7K shares0.07%2026-03-312026-04-23

RTX RTX CORPORATION15.8K shares-2.77%2026-03-312026-04-23

ORCL ORACLE CORP20.7K shares3.17%2026-03-312026-04-23

EFA ISHARES TR31.0K shares7.00%2026-03-312026-04-23

Sponsored

XLC SELECT SECTOR SPDR TR27.0K shares5.94%2026-03-312026-04-23

ARCC ARES CAPITAL CORP166.4K shares0.54%2026-03-312026-04-23

CMCSA COMCAST CORP NEW104.3K shares0.10%2026-03-312026-04-23

BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2026-03-312026-04-23

GLW CORNING INC21.0K shares2.22%2026-03-312026-04-23

AMGN AMGEN INC8.1K shares0.26%2026-03-312026-04-23

UNP UNION PAC CORP11.4K shares0.03%2026-03-312026-04-23

CSCO CISCO SYS INC35.6K shares0.11%2026-03-312026-04-23

Sponsored

DFIV DIMENSIONAL ETF TRUST50.0K shares1.83%2026-03-312026-04-23

TJX TJX COS INC NEW16.4K shares0.00%2026-03-312026-04-23

ED CONSOLIDATED EDISON INC23.1K shares4.33%2026-03-312026-04-23

SMH VANECK ETF TRUST6.8K shares0.13%2026-03-312026-04-23

LAM RESEARCH CORP LAM RESEARCH CORP12.1K shares0.00%2026-03-312026-04-23

IJR ISHARES TR20.6K shares5.68%2026-03-312026-04-23

IVW ISHARES TR22.3K shares-3.93%2026-03-312026-04-23

VZ VERIZON COMMUNICATIONS INC49.6K shares1.60%2026-03-312026-04-23

Sponsored

PEP PEPSICO INC15.8K shares-1.01%2026-03-312026-04-23

IWB ISHARES TR6.8K shares0.03%2026-03-312026-04-23

VTEC VANGUARD CALIF TAX FREE FDS24.4K shares161.08%2026-03-312026-04-23

PFE PFIZER INC84.6K shares-0.96%2026-03-312026-04-23

REGN REGENERON PHARMACEUTICALS3.1K shares-0.20%2026-03-312026-04-23

SGU STAR GROUP LP192.0K shares0.02%2026-03-312026-04-23

GE AEROSPACE GE AEROSPACE8.3K shares2.89%2026-03-312026-04-23

INTC INTEL CORP53.1K shares14.68%2026-03-312026-04-23

Sponsored

BMY BRISTOL-MYERS SQUIBB CO38.0K shares18.65%2026-03-312026-04-23

LC LENDINGCLUB ISSUANCE TR SER160.3K shares-3.02%2026-03-312026-04-23

VPU VANGUARD WORLD FD11.4K shares0.12%2026-03-312026-04-23

EEM ISHARES TR39.7K shares34.22%2026-03-312026-04-23

CB CHUBB LTD SWITZ6.9K shares1.33%2026-03-312026-04-23

FBTC FIDELITY WISE ORIGIN BITCOIN37.7K shares0.00%2026-03-312026-04-23

ROST ROSS STORES INC10.1K shares-37.01%2026-03-312026-04-23

JEPI J P MORGAN EXCHANGE TRADED F38.5K shares-14.26%2026-03-312026-04-23

Sponsored

VV VANGUARD INDEX FDS7.2K shares3.77%2026-03-312026-04-23

COIN COINBASE GLOBAL INC12.0K shares-5.09%2026-03-312026-04-23

TSLA TESLA INC5.6K shares-1.61%2026-03-312026-04-23

NET CLOUDFLARE INC9.9K shares-7.48%2026-03-312026-04-23

UNH UNITEDHEALTH GROUP INC7.4K shares7.25%2026-03-312026-04-23

HIMU BLACKROCK ETF TRUST II41.6K sharesnew addition2026-03-312026-04-23

MATCH GROUP INC NEW MATCH GROUP INC NEW64.1K shares-0.51%2026-03-312026-04-23

VOT VANGUARD INDEX FDS7.6K shares-0.80%2026-03-312026-04-23

Sponsored

BND VANGUARD BD INDEX FDS26.6K shares5.36%2026-03-312026-04-23

GEV GE VERNOVA INC2.2K shares2.16%2026-03-312026-04-23

BSV VANGUARD BD INDEX FDS24.5K shares12.20%2026-03-312026-04-23

KO COCA COLA CO24.7K shares4.41%2026-03-312026-04-23

SCHD SCHWAB STRATEGIC TR61.0K shares42.37%2026-03-312026-04-23

HON HONEYWELL INTL INC8.3K shares0.13%2026-03-312026-04-23

VOE VANGUARD INDEX FDS10.1K shares2.32%2026-03-312026-04-23

BA BOEING CO9.2K shares-0.54%2026-03-312026-04-23

Sponsored

ABBV ABBVIE INC8.2K shares1.25%2026-03-312026-04-23

NSC NORFOLK SOUTHN CORP6.0K shares9.11%2026-03-312026-04-23

WM WASTE MGMT INC DEL7.4K shares0.43%2026-03-312026-04-23

DGRO ISHARES TR24.2K shares9.39%2026-03-312026-04-23

PAVE GLOBAL X FDS33.3K shares0.01%2026-03-312026-04-23

EL LAUDER ESTEE COS INC23.5K shares-40.50%2026-03-312026-04-23

IVE ISHARES TR7.9K shares54.24%2026-03-312026-04-23

T AT&T INC56.7K shares3.65%2026-03-312026-04-23

Sponsored

CNQ CANADIAN NAT RES LTD MED TER33.7K shares0.00%2026-03-312026-04-23

MA MASTERCARD INCORPORATED3.2K shares1.39%2026-03-312026-04-23

SRLN SSGA ACTIVE ETF TR39.5K shares5.30%2026-03-312026-04-23

ROUNDHILL ETF TRUST ROUNDHILL ETF TRUST58.7K shares0.00%2026-03-312026-04-23

MO ALTRIA GROUP INC23.2K shares-5.61%2026-03-312026-04-23

TRV TRAVELERS COMPANIES INC5.1K shares0.02%2026-03-312026-04-23

VNQ VANGUARD INDEX FDS16.6K shares-0.35%2026-03-312026-04-23

ESGV VANGUARD WORLD FD13.1K shares2.30%2026-03-312026-04-23

Sponsored

PM PHILIP MORRIS INTL INC8.9K shares-5.36%2026-03-312026-04-23

CL COLGATE PALMOLIVE CO17.2K shares-3.54%2026-03-312026-04-23

CRWD CROWDSTRIKE HLDGS INC3.7K shares0.13%2026-03-312026-04-23

SCHO SCHWAB STRATEGIC TR59.4K sharesnew addition2026-03-312026-04-23

BLACKROCK INC BLACKROCK INC1.5K shares-1.46%2026-03-312026-04-23

TSM TAIWAN SEMICONDUCTOR MANUFAC4.2K shares-1.24%2026-03-312026-04-23

PODD INSULET CORP6.7K shares0.00%2026-03-312026-04-23

MAR MARRIOTT INTL INC NEW4.2K shares0.00%2026-03-312026-04-23

Sponsored

IEFA ISHARES TR15.2K shares9.23%2026-03-312026-04-23

DE DEERE & CO2.3K shares0.00%2026-03-312026-04-23

AMAT APPLIED MATLS INC3.8K shares1.94%2026-03-312026-04-23

OKE ONEOK INC NEW14.1K shares0.00%2026-03-312026-04-23

AFL AFLAC INC11.5K shares0.00%2026-03-312026-04-23

TMO THERMO FISHER SCIENTIFIC INC2.5K shares-1.47%2026-03-312026-04-23

ISRG INTUITIVE SURGICAL INC2.6K shares-0.04%2026-03-312026-04-23

BNDX VANGUARD CHARLOTTE FDS24.1K shares0.43%2026-03-312026-04-23

Sponsored

ANGI INC ANGI INC167.8K shares-0.03%2026-03-312026-04-23

CMI CUMMINS INC2.1K shares0.00%2026-03-312026-04-23

NOC NORTHROP GRUMMAN CORP1.7K shares0.00%2026-03-312026-04-23

VBIL VANGUARD INSTL INDEX FD14.6K shares36.96%2026-03-312026-04-23

MET METLIFE INC15.4K shares8.52%2026-03-312026-04-23

UBER UBER TECHNOLOGIES INC14.8K shares7.67%2026-03-312026-04-23

AMT AMERICAN TOWER CORP6.2K shares0.29%2026-03-312026-04-23

IBIT ISHARES BITCOIN TRUST ETF27.6K shares-1.14%2026-03-312026-04-23

Sponsored

SBUX STARBUCKS CORP11.7K shares12.32%2026-03-312026-04-23

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO19.9K shares-3.97%2026-03-312026-04-23

CRM SALESFORCE INC5.5K shares8.29%2026-03-312026-04-23

IXUS ISHARES TR11.8K shares4.53%2026-03-312026-04-23

SHEL SHELL PLC10.9K shares-1.81%2026-03-312026-04-23

THE CIGNA GROUP THE CIGNA GROUP3.7K shares-1.20%2026-03-312026-04-23

NVS NOVARTIS AG6.5K shares0.68%2026-03-312026-04-23

AMD ADVANCED MICRO DEVICES INC4.7K shares63.94%2026-03-312026-04-23

Sponsored

IJT ISHARES TR6.5K shares0.00%2026-03-312026-04-23

QCOM QUALCOMM INC7.4K shares1.17%2026-03-312026-04-23

IYF ISHARES TR8.0K shares0.72%2026-03-312026-04-23

EFAV ISHARES TR10.3K shares0.00%2026-03-312026-04-23

FDX FEDEX CORP2.6K shares0.04%2026-03-312026-04-23

ADSK AUTODESK INC3.9K shares5.33%2026-03-312026-04-23

TOTALENERGIES SE TOTALENERGIES SE10.2K shares-0.49%2026-03-312026-04-23

YUM YUM BRANDS INC5.8K shares9.41%2026-03-312026-04-23

Sponsored

PSX PHILLIPS 664.9K shares-11.24%2026-03-312026-04-23

EFAA INVESCO ACTIVELY MANAGED EXC16.8K shares15.52%2026-03-312026-04-23

MYN BLACKROCK MUNIYIELD N Y QUAL92.3K shares166.18%2026-03-312026-04-23

WELL WELLTOWER INC4.5K shares0.00%2026-03-312026-04-23

ADP AUTOMATIC DATA PROCESSING IN4.4K shares5.65%2026-03-312026-04-23

AON PLC AON PLC2.7K shares0.00%2026-03-312026-04-23

VXF VANGUARD INDEX FDS4.3K shares0.00%2026-03-312026-04-23

CITIGROUP INC CITIGROUP INC7.7K shares5.32%2026-03-312026-04-23

Sponsored

KLAC KLA CORP591 shares0.00%2026-03-312026-04-23

SPOT SPOTIFY TECHNOLOGY S A1.8K shares3.65%2026-03-312026-04-23

UNILEVER PLC UNILEVER PLC15.2K shares0.00%2026-03-312026-04-23

TXN TEXAS INSTRS INC4.4K shares0.00%2026-03-312026-04-23

EEMV ISHARES INC13.3K shares0.00%2026-03-312026-04-23

PTON PELOTON INTERACTIVE INC200.2K shares-0.02%2026-03-312026-04-23

KMI KINDER MORGAN INC DEL25.4K shares0.00%2026-03-312026-04-23

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW6.4K shares12.22%2026-03-312026-04-23

Sponsored

COP CONOCOPHILLIPS6.3K shares2.19%2026-03-312026-04-23

EMR EMERSON ELEC CO6.3K shares3.26%2026-03-312026-04-23

SCHW SCHWAB CHARLES CORP8.7K shares-2.71%2026-03-312026-04-23

JEF JEFFERIES FINANCIAL GROUP IN19.9K shares0.21%2026-03-312026-04-23

DIA STATE STR SPDR DOW JONES IND1.8K shares0.23%2026-03-312026-04-23

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW7.5K shares-4.93%2026-03-312026-04-23

ITW ILLINOIS TOOL WKS INC3.0K shares0.23%2026-03-312026-04-23

SCHB SCHWAB STRATEGIC TR30.9K shares0.28%2026-03-312026-04-23

Sponsored

MELI MERCADOLIBRE INC448 shares0.00%2026-03-312026-04-23

NVO NOVO-NORDISK A S21.0K shares-2.13%2026-03-312026-04-23

MMM 3M CO5.2K shares-0.95%2026-03-312026-04-23

ADX ADAMS DIVERSIFIED EQUITY FD33.5K shares0.00%2026-03-312026-04-23

DEO DIAGEO PLC9.8K shares0.00%2026-03-312026-04-23

VGK VANGUARD INTL EQUITY INDEX F8.8K shares57.97%2026-03-312026-04-23

ELV ELEVANCE HEALTH INC FORMERLY2.5K shares-4.02%2026-03-312026-04-23

ACWI ISHARES TR5.1K shares-11.84%2026-03-312026-04-23

Sponsored

HWM HOWMET AEROSPACE INC3.1K shares0.00%2026-03-312026-04-23

GAM GENERAL AMERN INVS CO INC11.9K shares5.06%2026-03-312026-04-23

XLG INVESCO EXCHANGE TRADED FD T12.7K shares0.14%2026-03-312026-04-23

SCHX SCHWAB STRATEGIC TR26.7K shares0.03%2026-03-312026-04-23

ETHA ISHARES ETHEREUM TR42.5K shares0.00%2026-03-312026-04-23

IBKR INTERACTIVE BROKERS GROUP IN10.0K shares0.12%2026-03-312026-04-23

KMB KIMBERLY-CLARK CORP6.9K shares1.97%2026-03-312026-04-23

HALO HALOZYME THERAPEUTICS INC10.2K shares0.00%2026-03-312026-04-23

Sponsored

D DOMINION ENERGY INC10.6K shares1.36%2026-03-312026-04-23

IWV ISHARES TR1.8K shares0.11%2026-03-312026-04-23

CET CENTRAL SECS CORP13.2K shares0.00%2026-03-312026-04-23

CSX CSX CORP15.9K shares0.09%2026-03-312026-04-23

VCIT VANGUARD SCOTTSDALE FDS7.9K shares12.14%2026-03-312026-04-23

BDX BECTON DICKINSON & CO4.1K shares1.25%2026-03-312026-04-23

VIGI VANGUARD WHITEHALL FDS7.3K shares0.53%2026-03-312026-04-23

ADI ANALOG DEVICES INC2.0K shares0.00%2026-03-312026-04-23

Sponsored

RSPA INVESCO ACTIVELY MANAGED EXC12.9K shares31.91%2026-03-312026-04-23

URTH ISHARES INC3.6K shares-12.93%2026-03-312026-04-23

TMUS T-MOBILE US INC3.0K sharesnew addition2026-03-312026-04-23

MDLZ MONDELEZ INTL INC10.9K shares1.21%2026-03-312026-04-23

ETG EATON VANCE TX ADV GLBL DIV30.9K shares0.87%2026-03-312026-04-23

LSPD LIGHTSPEED COMMERCE INC69.3K shares0.00%2026-03-312026-04-23

SPG SIMON PPTY GROUP INC NEW3.3K shares-17.47%2026-03-312026-04-23

SIXG ETF SER SOLUTIONS9.0K shares0.08%2026-03-312026-04-23

Sponsored

EW EDWARDS LIFESCIENCES CORP7.5K shares0.00%2026-03-312026-04-23

BXSL BLACKSTONE SECD LENDING FD25.4K shares-2.38%2026-03-312026-04-23

VTIP VANGUARD MALVERN FDS12.0K shares0.00%2026-03-312026-04-23

COF CAPITAL ONE FINL CORP3.2K shares0.00%2026-03-312026-04-23

EATON CORP PLC EATON CORP PLC1.6K shares0.00%2026-03-312026-04-23

DFSV DIMENSIONAL ETF TRUST16.7K shares-3.02%2026-03-312026-04-23

BIL SPDR SERIES TRUST6.1K shares0.56%2026-03-312026-04-23

MGC VANGUARD WORLD FD2.3K shares0.26%2026-03-312026-04-23

Sponsored

ROBO EXCHANGE TRADED CONCEPTS TRU7.9K shares0.00%2026-03-312026-04-23

DSI ISHARES TR4.5K shares0.00%2026-03-312026-04-23

UPS UNITED PARCEL SVCS INC5.4K shares-3.68%2026-03-312026-04-23

DIVZ ELEVATION SERIES TRUST14.2K shares55.25%2026-03-312026-04-23

MUNY VANGUARD NY TAX FREE FDS5.2K shares110.15%2026-03-312026-04-23

VCR VANGUARD WORLD FD1.5K shares0.48%2026-03-312026-04-23

CEG CONSTELLATION ENERGY CORP1.9K shares0.43%2026-03-312026-04-23

MTB M & T BK CORP2.5K shares6.36%2026-03-312026-04-23

Sponsored

SFY TIDAL TRUST I4.2K shares0.00%2026-03-312026-04-23

DXCM DEXCOM INC8.3K shares-4.62%2026-03-312026-04-23

DAL DELTA AIR LINES INC7.8K shares0.01%2026-03-312026-04-23

IWO ISHARES TR1.6K shares0.00%2026-03-312026-04-23

AEP AMERICAN ELEC PWR CO INC3.9K shares-2.00%2026-03-312026-04-23

MPC MARATHON PETE CORP2.1K shares7.06%2026-03-312026-04-23

AZO AUTOZONE INC151 shares0.67%2026-03-312026-04-23

ABT ABBOTT LABORATORIES5.0K shares-3.02%2026-03-312026-04-23

Sponsored

HSY HERSHEY CO2.4K shares0.12%2026-03-312026-04-23

NYT NEW YORK TIMES CO MTN BE5.9K shares0.00%2026-03-312026-04-23

OBDC BLUE OWL CAPITAL CORPORATION44.8K shares0.00%2026-03-312026-04-23

ARES ARES MANAGEMENT CORPORATION4.5K shares1.14%2026-03-312026-04-23

STUB STUBHUB HLDGS INC79.1K shares177.62%2026-03-312026-04-23

HOOD ROBINHOOD MKTS INC7.0K shares0.00%2026-03-312026-04-23

NATIONAL GRID PLC NATIONAL GRID PLC5.7K shares0.00%2026-03-312026-04-23

FNDX SCHWAB STRATEGIC TR17.4K shares0.03%2026-03-312026-04-23

Sponsored

IWR ISHARES TR5.0K shares0.00%2026-03-312026-04-23

SPDR SERIES TRUST SPDR SERIES TRUST5.0K shares0.00%2026-03-312026-04-23

ASTRAZENECA PLC ASTRAZENECA PLC2.4K sharesnew addition2026-03-312026-04-23

IBB ISHARES TR2.8K shares0.00%2026-03-312026-04-23

TTWO TAKE-TWO INTERACTIVE SOFTWAR2.4K shares0.30%2026-03-312026-04-23

COMP COMPASS INC61.7K shares0.00%2026-03-312026-04-23

NOBL PROSHARES TR4.2K shares0.36%2026-03-312026-04-23

AGG ISHARES TR4.5K shares0.56%2026-03-312026-04-23

Sponsored

SHV ISHARES TR4.0K shares-1.35%2026-03-312026-04-23

MU MICRON TECHNOLOGY INC1.3K shares0.08%2026-03-312026-04-23

IWY ISHARES TR1.8K shares0.06%2026-03-312026-04-23

DLS WISDOMTREE TR5.3K shares0.00%2026-03-312026-04-23

QXO QXO INC22.1K shares0.00%2026-03-312026-04-23

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.1K shares-2.94%2026-03-312026-04-23

STEW SRH TOTAL RETURN FUND INC24.9K shares0.00%2026-03-312026-04-23

ARISTA NETWORKS INC ARISTA NETWORKS INC3.4K shares0.00%2026-03-312026-04-23

Sponsored

KKR & CO INC KKR & CO INC4.5K shares0.11%2026-03-312026-04-23

SYK STRYKER CORPORATION1.3K shares1.03%2026-03-312026-04-23

ORLY OREILLY AUTOMOTIVE INC4.5K shares-0.98%2026-03-312026-04-23

PEG PUBLIC SVC ENTERPRISE GROUP5.2K shares62.80%2026-03-312026-04-23

DFAS DIMENSIONAL ETF TRUST5.8K shares-2.19%2026-03-312026-04-23

WMB WILLIAMS COS INC5.6K shares0.00%2026-03-312026-04-23

TRGP TARGA RES CORP1.6K shares0.00%2026-03-312026-04-23

HG HAMILTON INSURANCE GROUP LTD13.8K shares0.12%2026-03-312026-04-23

Sponsored

MCB METROPOLITAN BK HLDG CORP4.9K shares0.00%2026-03-312026-04-23

XLU SELECT SECTOR SPDR TR8.7K shares27.24%2026-03-312026-04-23

ISHARES GOLD TR ISHARES GOLD TR4.5K shares0.00%2026-03-312026-04-23

MSIF MSC INCOME FUND INC32.5K shares0.00%2026-03-312026-04-23

VHT VANGUARD WORLD FD1.5K shares0.28%2026-03-312026-04-23

XLV SELECT SECTOR SPDR TR2.7K sharesnew addition2026-03-312026-04-23

IDXX IDEXX LABS INC698 shares-15.19%2026-03-312026-04-23

EXPE EXPEDIA GROUP INC1.7K shares0.95%2026-03-312026-04-23

Sponsored

MDB MONGODB INC1.6K shares0.00%2026-03-312026-04-23

XLY SELECT SECTOR SPDR TR3.5K shares11.61%2026-03-312026-04-23

CTVA CORTEVA INC4.5K shares-2.95%2026-03-312026-04-23

TY TRI CONTL CORP11.9K shares0.00%2026-03-312026-04-23

AMP AMERIPRISE FINL INC837 shares0.00%2026-03-312026-04-23

FIHL FIDELIS INSURANCE HOLDINGS L19.5K shares0.00%2026-03-312026-04-23

SPGI S&P GLOBAL INC872 shares1.16%2026-03-312026-04-23

ETO EATON VANCE TAX-ADVANTAGED G13.9K shares-3.33%2026-03-312026-04-23

Sponsored

MKC MCCORMICK & CO INC7.3K shares12.90%2026-03-312026-04-23

IWS ISHARES TR2.5K shares0.04%2026-03-312026-04-23

FAST FASTENAL CO7.8K shares0.00%2026-03-312026-04-23

IUSG ISHARES TR2.3K shares0.13%2026-03-312026-04-23

MMC MARSH & MCLENNAN COS INC2.1K shares0.34%2026-03-312026-04-23

CME CME GROUP INC1.2K shares0.00%2026-03-312026-04-23

QQQM INVESCO EXCH TRADED FD TR II1.5K shares0.07%2026-03-312026-04-23

IEMG ISHARES INC5.1K shares0.00%2026-03-312026-04-23

Sponsored

SHW SHERWIN WILLIAMS CO1.1K shares0.00%2026-03-312026-04-23

ASML ASML HLDG NV263 shares-14.33%2026-03-312026-04-23

EZU ISHARES INC5.5K shares0.00%2026-03-312026-04-23

IWP ISHARES TR2.7K shares0.04%2026-03-312026-04-23

DBX DROPBOX INC15.0K shares0.00%2026-03-312026-04-23

UEC URANIUM ENERGY CORP24.7K shares0.00%2026-03-312026-04-23

CARR CARRIER GLOBAL CORPORATION5.9K shares19.88%2026-03-312026-04-23

ACWV ISHARES INC2.7K shares10.03%2026-03-312026-04-23

Sponsored

OWL BLUE OWL CAPITAL INC35.7K shares-34.70%2026-03-312026-04-23

SO SOUTHERN CO3.4K shares1.78%2026-03-312026-04-23

DHR DANAHER CORP DEL1.7K shares-6.13%2026-03-312026-04-23

QUAL ISHARES TR1.7K shares0.00%2026-03-312026-04-23

SHY ISHARES TR3.9K shares-29.50%2026-03-312026-04-23

LNG CHENIERE ENERGY INC1.1K shares0.00%2026-03-312026-04-23

FXE INVESCO CURRENCYSHARES EURO3.0K shares0.00%2026-03-312026-04-23

IDEV ISHARES TR3.8K shares0.00%2026-03-312026-04-23

Sponsored

WBD WARNER BROS DISCOVERY INC11.4K shares11.98%2026-03-312026-04-23

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC3.2K shares0.00%2026-03-312026-04-23

OXY OCCIDENTAL PETE CORP4.8K sharesnew addition2026-03-312026-04-23

SU SUNCOR ENERGY INC NEW4.7K shares-4.07%2026-03-312026-04-23

IVOO VANGUARD ADMIRAL FDS INC2.7K shares3.74%2026-03-312026-04-23

IWC ISHARES TR1.9K shares5.64%2026-03-312026-04-23

EVR EVERCORE INC1.0K shares0.20%2026-03-312026-04-23

ALL ALLSTATE CORP1.5K shares0.07%2026-03-312026-04-23

Sponsored

GSK PLC GSK PLC5.5K shares4.36%2026-03-312026-04-23

IWN ISHARES TR1.6K shares0.13%2026-03-312026-04-23

FSLR FIRST SOLAR INC1.5K shares1.07%2026-03-312026-04-23

BIIB BIOGEN INC1.6K shares3.20%2026-03-312026-04-23

BN BROOKFIELD CORP7.2K shares0.00%2026-03-312026-04-23

TGT TARGET CORP2.4K shares-11.03%2026-03-312026-04-23

SAP SAP SE1.7K shares0.00%2026-03-312026-04-23

FPAG INVESTMENT MANAGERS SER TR I7.8K shares0.00%2026-03-312026-04-23

Sponsored

DGRW WISDOMTREE TR3.2K sharesnew addition2026-03-312026-04-23

SCHA SCHWAB STRATEGIC TR9.7K shares2.64%2026-03-312026-04-23

QLTY GMO ETF TRUST7.8K shares0.00%2026-03-312026-04-23

GRMN GARMIN LTD1.2K shares0.33%2026-03-312026-04-23

FEZ SPDR INDEX SHS FDS4.5K shares0.13%2026-03-312026-04-23

HACK AMPLIFY ETF TR3.7K shares0.00%2026-03-312026-04-23

HLT HILTON WORLDWIDE HLDGS INC907 shares-1.41%2026-03-312026-04-23

GTLS CHART INDS INC1.3K shares0.00%2026-03-312026-04-23

Sponsored

IOO ISHARES TR2.2K shares0.00%2026-03-312026-04-23

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET8.9K shares0.00%2026-03-312026-04-23

PFF ISHARES TR8.8K shares0.25%2026-03-312026-04-23

GDX VANECK ETF TRUST2.9K shares14.02%2026-03-312026-04-23

RPM RPM INTL INC2.7K shares0.00%2026-03-312026-04-23

AGNC AGNC INVT CORP26.3K shares-10.94%2026-03-312026-04-23

CCJ CAMECO CORP2.4K shares-0.86%2026-03-312026-04-23

TFC TRUIST FINL CORP5.7K shares-4.10%2026-03-312026-04-23

Sponsored

INDA ISHARES TR5.6K shares36.63%2026-03-312026-04-23

TT TRANE TECHNOLOGIES PLC620 shares0.00%2026-03-312026-04-23

PYPL PAYPAL HLDGS INC5.7K shares-8.83%2026-03-312026-04-23

FDN FIRST TR EXCHANGE-TRADED FD1.1K shares0.00%2026-03-312026-04-23

CGW INVESCO EXCH TRADED FD TR II4.0K shares0.00%2026-03-312026-04-23

EME EMCOR GROUP INC345 shares0.00%2026-03-312026-04-23

VSS VANGUARD INTL EQUITY INDEX F1.7K shares0.00%2026-03-312026-04-23

MTD METTLER TOLEDO INTERNATIONAL200 shares-11.11%2026-03-312026-04-23

Sponsored

GHC GRAHAM HLDGS CO236 shares0.00%2026-03-312026-04-23

PHG KONINKLIJKE PHILIPS N V9.1K shares0.00%2026-03-312026-04-23

SCHF SCHWAB STRATEGIC TR10.0K shares0.00%2026-03-312026-04-23

IAT ISHARES TR4.6K shares0.00%2026-03-312026-04-23

GILD GILEAD SCIENCES INC1.8K shares1.91%2026-03-312026-04-23

CPT CAMDEN PPTY TR2.5K shares0.00%2026-03-312026-04-23

GBTC GRAYSCALE BITCOIN TRUST ETF4.6K shares0.00%2026-03-312026-04-23

BTI BRITISH AMERN TOB PLC4.1K shares0.00%2026-03-312026-04-23

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T3.2K shares0.00%2026-03-312026-04-23

PBE INVESCO EXCHANGE TRADED FD T3.0K shares0.00%2026-03-312026-04-23

PGR PROGRESSIVE CORP1.2K shares-13.98%2026-03-312026-04-23

PML PIMCO MUN INCOME FD II31.3K shares1.14%2026-03-312026-04-23

PLD PROLOGIS INC.1.8K shares1.42%2026-03-312026-04-23

ARKK ARK ETF TR3.5K shares0.58%2026-03-312026-04-23

BBT BEACON FINANCIAL CORP.7.8K shares0.00%2026-03-312026-04-23

NIE VIRTUS EQUITY & CONV INCM FD10.0K shares0.00%2026-03-312026-04-23

Sponsored

QNITY ELECTRONICS INC QNITY ELECTRONICS INC2.0K sharesnew addition2026-03-312026-04-23

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F3.3K shares0.00%2026-03-312026-04-23

EFX EQUIFAX INC1.3K shares0.00%2026-03-312026-04-23

VRTX VERTEX PHARMACEUTICALS INC506 shares2.85%2026-03-312026-04-23

XLP SELECT SECTOR SPDR TR2.8K shares-7.22%2026-03-312026-04-23

SCHV SCHWAB STRATEGIC TR7.4K shares-21.16%2026-03-312026-04-23

TMFC RBB FD INC3.4K shares0.00%2026-03-312026-04-23

NXPI NXP SEMICONDUCTORS N V1.1K shares0.00%2026-03-312026-04-23

Sponsored

XSD SPDR SERIES TRUST679 shares0.00%2026-03-312026-04-23

ADBE ADOBE INC903 shares35.79%2026-03-312026-04-23

GBDC GOLUB CAP BDC INC17.3K shares-19.15%2026-03-312026-04-23

LOW LOWES COS INC922 shares0.00%2026-03-312026-04-23

CARS CARS COM INC26.7K shares0.00%2026-03-312026-04-23

LDOS LEIDOS HOLDINGS INC1.4K shares0.00%2026-03-312026-04-23

PEO ADAM NAT RES FD INC7.6K sharesnew addition2026-03-312026-04-23

SCHM SCHWAB STRATEGIC TR6.8K shares0.10%2026-03-312026-04-23

Sponsored

UHT UNIVERSAL HEALTH RLTY INCOME5.1K shares0.00%2026-03-312026-04-23

SRE SEMPRA2.1K sharesnew addition2026-03-312026-04-23

NOW SERVICENOW INC2.0K shares25.88%2026-03-312026-04-23

HDV ISHARES TR1.5K sharesnew addition2026-03-312026-04-23

SLV ISHARES SILVER TR3.0K sharesnew addition2026-03-312026-04-23

SCHG SCHWAB STRATEGIC TR7.0K shares0.00%2026-03-312026-04-23

CVS CVS HEALTH CORP2.8K shares-10.49%2026-03-312026-04-23

IBRX IMMUNITYBIO INC25.0K sharesnew addition2026-03-312026-04-23

Sponsored

RC READY CAPITAL CORP104.3K shares45.14%2026-03-312026-04-23

AMPX AMPRIUS TECHNOLOGIES INC10.0K sharesnew addition2026-03-312026-04-23

EDIT EDITAS MEDICINE INC68.1K shares0.00%2026-03-312026-04-23

CERS CERUS CORP85.0K shares0.00%2026-03-312026-04-23

F FORD MTR CO12.6K shares-2.91%2026-03-312026-04-23

SATL SATELLOGIC INC26.3K shares0.00%2026-03-312026-04-23

COPY RBB FUND TRUST10.1K sharesnew addition2026-03-312026-04-23

CNH CNH INDL N V12.6K shares0.00%2026-03-312026-04-23

Sponsored

VTRS VIATRIS INC10.1K shares-3.74%2026-03-312026-04-23

NXJ NUVEEN NEW JERSEY10.8K shares0.00%2026-03-312026-04-23

ACRE ARES COML REAL ESTATE CORP20.8K shares0.00%2026-03-312026-04-23

SABA SABA CAPITAL INCOME & OPPORT11.5K shares0.00%2026-03-312026-04-23

GENI GENIUS SPORTS LIMITED20.0K shares0.00%2026-03-312026-04-23

NMFC NEW MTN FIN CORP10.6K sharesnew addition2026-03-312026-04-23

APYX APYX MEDICAL CORPORATION20.5K shares0.00%2026-03-312026-04-23

SCHMID GROUP N.V. SCHMID GROUP N.V.13.0K sharesnew addition2026-03-312026-04-23

Sponsored

EDD MORGAN STANLEY EMERGING MKTS10.0K shares0.00%2026-03-312026-04-23

ABTC AMERICAN BITCOIN CORP.32.9K shares0.00%2026-03-312026-04-23

CGEN COMPUGEN LTD12.0K shares0.00%2026-03-312026-04-23

MERC MERCER INTL INC10.0K shares0.00%2026-03-312026-04-23

SDY

SPDR SERIES TRUST

2.10%

Shares2.8M

Event2026-03-31

Filed2026-04-23

VIG

VANGUARD SPECIALIZED FUNDS

2.34%

Shares1.3M

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD INDEX FDS

3.26%

Shares524.8K

Event2026-03-31

Filed2026-04-23

VYM

VANGUARD WHITEHALL FDS

1.20%

Shares1.0M

Event2026-03-31

Filed2026-04-23

ALPHABET INC

0.12%

Shares515.5K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

0.11%

Shares487.4K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

2.10%

Shares475.3K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

1.16%

Shares455.5K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

-0.50%

Shares134.0K

Event2026-03-31

Filed2026-04-23

VOOG

VANGUARD ADMIRAL FDS INC

3.54%

Shares149.6K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

4.75%

Shares211.8K

Event2026-03-31

Filed2026-04-23

DFAT

DIMENSIONAL ETF TRUST

2.60%

Shares813.5K

Event2026-03-31

Filed2026-04-23

IJK

ISHARES TR

-1.16%

Shares496.0K

Event2026-03-31

Filed2026-04-23

VXUS

VANGUARD STAR FDS

14.09%

Shares582.9K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

0.86%

Shares118.9K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

0.96%

Shares184.7K

Event2026-03-31

Filed2026-04-23

VUG

VANGUARD INDEX FDS

5.45%

Shares82.4K

Event2026-03-31

Filed2026-04-23

META

META PLATFORMS INC

-1.98%

Shares54.6K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

0.96%

Shares164.3K

Event2026-03-31

Filed2026-04-23

XLK

SELECT SECTOR SPDR TR

1.31%

Shares194.1K

Event2026-03-31

Filed2026-04-23

ESGU

ISHARES TR

0.20%

Shares177.0K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

1.37%

Shares41.8K

Event2026-03-31

Filed2026-04-23

VTEI

VANGUARD MUN BD FDS

-2.16%

Shares231.6K

Event2026-03-31

Filed2026-04-23

INVESCO QQQ TR

3.53%

Shares37.3K

Event2026-03-31

Filed2026-04-23

JNJ

JOHNSON & JOHNSON

1.27%

Shares79.4K

Event2026-03-31

Filed2026-04-23

VEU

VANGUARD INTL EQUITY INDEX F

1.03%

Shares248.7K

Event2026-03-31

Filed2026-04-23

EVT

EATON VANCE TAX ADVT DIV INC

-1.78%

Shares731.9K

Event2026-03-31

Filed2026-04-23

VYMI

VANGUARD WHITEHALL FDS

43.00%

Shares189.2K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

1.02%

Shares58.6K

Event2026-03-31

Filed2026-04-23

BERKSHIRE HATHAWAY INC DEL

-1.12%

Shares34.2K

Event2026-03-31

Filed2026-04-23

VONG

VANGUARD SCOTTSDALE FDS

3.54%

Shares140.3K

Event2026-03-31

Filed2026-04-23

GLD

SPDR GOLD TR

3.22%

Shares28.6K

Event2026-03-31

Filed2026-04-23

XOM

EXXON MOBIL CORP

1.47%

Shares71.6K

Event2026-03-31

Filed2026-04-23

XLF

SELECT SECTOR SPDR TR

3.00%

Shares243.7K

Event2026-03-31

Filed2026-04-23

FTAI AVIATION LTD

0.00%

Shares44.8K

Event2026-03-31

Filed2026-04-23

VTV

VANGUARD INDEX FDS

60.90%

Shares54.9K

Event2026-03-31

Filed2026-04-23

LLY

ELI LILLY & CO

4.54%

Shares11.7K

Event2026-03-31

Filed2026-04-23

VBR

VANGUARD INDEX FDS

-2.97%

Shares49.2K

Event2026-03-31

Filed2026-04-23

PROCTER & GAMBLE CO

-0.16%

Shares71.7K

Event2026-03-31

Filed2026-04-23

PNC

PNC FINL SVCS GROUP INC

-0.53%

Shares49.1K

Event2026-03-31

Filed2026-04-23

VANGUARD INTL EQUITY INDEX F

2.25%

Shares71.4K

Event2026-03-31

Filed2026-04-23

IVV

ISHARES TR

3.87%

Shares15.0K

Event2026-03-31

Filed2026-04-23

NFLX

NETFLIX INC.

1.76%

Shares95.6K

Event2026-03-31

Filed2026-04-23

BIV

VANGUARD BD INDEX FDS

4.55%

Shares119.0K

Event2026-03-31

Filed2026-04-23

APOLLO GLOBAL MGMT INC

0.03%

Shares79.3K

Event2026-03-31

Filed2026-04-23

GOLDMAN SACHS GROUP INC

2.18%

Shares9.9K

Event2026-03-31

Filed2026-04-23

MORGAN STANLEY

-2.03%

Shares47.6K

Event2026-03-31

Filed2026-04-23

SUB

ISHARES TR

29.74%

Shares73.0K

Event2026-03-31

Filed2026-04-23

COST

COSTCO WHOLESALE CORPORATION

-3.19%

Shares7.7K

Event2026-03-31

Filed2026-04-23

MGK

VANGUARD WORLD FD

4.01%

Shares19.6K

Event2026-03-31

Filed2026-04-23

CENCORA INC

0.00%

Shares22.8K

Event2026-03-31

Filed2026-04-23

VGT

VANGUARD WORLD FD

2.08%

Shares10.0K

Event2026-03-31

Filed2026-04-23

MAIN

MAIN STR CAP CORP

0.14%

Shares129.0K

Event2026-03-31

Filed2026-04-23

MUB

ISHARES TR

27.78%

Shares60.2K

Event2026-03-31

Filed2026-04-23

WMG

WARNER MUSIC GROUP CORP

-3.92%

Shares245.2K

Event2026-03-31

Filed2026-04-23

INVESCO EXCHANGE TRADED FD T

98.35%

Shares31.1K

Event2026-03-31

Filed2026-04-23

VBK

VANGUARD INDEX FDS

0.71%

Shares18.7K

Event2026-03-31

Filed2026-04-23

IBM

INTERNATIONAL BUSINESS MACHS

17.08%

Shares23.0K

Event2026-03-31

Filed2026-04-23

DIBS

1STDIBS COM INC

-6.39%

Shares999.5K

Event2026-03-31

Filed2026-04-23

HOME DEPOT INC

-1.00%

Shares16.5K

Event2026-03-31

Filed2026-04-23

IWF

ISHARES TR

1.94%

Shares12.6K

Event2026-03-31

Filed2026-04-23

MERCK & CO INC

9.32%

Shares43.5K

Event2026-03-31

Filed2026-04-23

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares99.5K

Event2026-03-31

Filed2026-04-23

WFC

WELLS FARGO & CO

-0.27%

Shares59.0K

Event2026-03-31

Filed2026-04-23

WMT

WALMART INC

-3.28%

Shares37.7K

Event2026-03-31

Filed2026-04-23

BROADCOM INC

2.82%

Shares15.0K

Event2026-03-31

Filed2026-04-23

BANK NEW YORK MELLON CORP

-0.05%

Shares38.9K

Event2026-03-31

Filed2026-04-23

VWO

VANGUARD INTL EQUITY INDEX F

10.65%

Shares84.0K

Event2026-03-31

Filed2026-04-23

NEE

NEXTERA ENERGY INC

9.60%

Shares46.6K

Event2026-03-31

Filed2026-04-23

AXP

AMERICAN EXPRESS CO

0.40%

Shares13.9K

Event2026-03-31

Filed2026-04-23

IJH

ISHARES TR

4.03%

Shares62.0K

Event2026-03-31

Filed2026-04-23

MCD

MCDONALDS CORP

-0.20%

Shares13.3K

Event2026-03-31

Filed2026-04-23

EPD

ENTERPRISE PRODS PARTNERS L

2.31%

Shares105.1K

Event2026-03-31

Filed2026-04-23

ITOT

ISHARES TR

0.22%

Shares27.2K

Event2026-03-31

Filed2026-04-23

EBAY

EBAY INC.

0.00%

Shares42.4K

Event2026-03-31

Filed2026-04-23

IAC

IAC INC

-45.35%

Shares95.7K

Event2026-03-31

Filed2026-04-23

WINN

HARBOR ETF TRUST

20.68%

Shares134.2K

Event2026-03-31

Filed2026-04-23

IWM

ISHARES TR

5.15%

Shares14.9K

Event2026-03-31

Filed2026-04-23

XLE

SELECT SECTOR SPDR TR

0.81%

Shares59.4K

Event2026-03-31

Filed2026-04-23

CVX

CHEVRON CORPORATION

1.72%

Shares17.5K

Event2026-03-31

Filed2026-04-23

MDY

STATE STR SPDR S&P MIDCAP 40

0.85%

Shares5.8K

Event2026-03-31

Filed2026-04-23

IWD

ISHARES TR

16.87%

Shares16.8K

Event2026-03-31

Filed2026-04-23

VEA

VANGUARD TAX-MANAGED FDS

2.88%

Shares56.1K

Event2026-03-31

Filed2026-04-23

PLTR

PALANTIR TECHNOLOGIES INC

2.49%

Shares24.6K

Event2026-03-31

Filed2026-04-23

DIS

DISNEY WALT CO

2.04%

Shares36.6K

Event2026-03-31

Filed2026-04-23

VTEB

VANGUARD MUN BD FDS

-0.06%

Shares66.4K

Event2026-03-31

Filed2026-04-23

IYW

ISHARES TR

0.01%

Shares18.1K

Event2026-03-31

Filed2026-04-23

CAT

CATERPILLAR INC

6.98%

Shares4.6K

Event2026-03-31

Filed2026-04-23

DVY

ISHARES TR

-8.84%

Shares21.4K

Event2026-03-31

Filed2026-04-23

BLACKSTONE INC

-2.99%

Shares28.1K

Event2026-03-31

Filed2026-04-23

VISA INC

0.19%

Shares10.7K

Event2026-03-31

Filed2026-04-23

LMT

LOCKHEED MARTIN CORP

3.41%

Shares5.3K

Event2026-03-31

Filed2026-04-23

BAC

BANK AMERICA CORP

0.07%

Shares65.7K

Event2026-03-31

Filed2026-04-23

RTX

RTX CORPORATION

-2.77%

Shares15.8K

Event2026-03-31

Filed2026-04-23

ORCL

ORACLE CORP

3.17%

Shares20.7K

Event2026-03-31

Filed2026-04-23

EFA

ISHARES TR

7.00%

Shares31.0K

Event2026-03-31

Filed2026-04-23

XLC

SELECT SECTOR SPDR TR

5.94%

Shares27.0K

Event2026-03-31

Filed2026-04-23

ARCC

ARES CAPITAL CORP

0.54%

Shares166.4K

Event2026-03-31

Filed2026-04-23

CMCSA

COMCAST CORP NEW

0.10%

Shares104.3K

Event2026-03-31

Filed2026-04-23

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares4

Event2026-03-31

Filed2026-04-23

GLW

CORNING INC

2.22%

Shares21.0K

Event2026-03-31

Filed2026-04-23

AMGN

AMGEN INC

0.26%

Shares8.1K

Event2026-03-31

Filed2026-04-23

UNP

UNION PAC CORP

0.03%

Shares11.4K

Event2026-03-31

Filed2026-04-23

CSCO

CISCO SYS INC

0.11%

Shares35.6K

Event2026-03-31

Filed2026-04-23

DFIV

DIMENSIONAL ETF TRUST

1.83%

Shares50.0K

Event2026-03-31

Filed2026-04-23

TJX

TJX COS INC NEW

0.00%

Shares16.4K

Event2026-03-31

Filed2026-04-23

CONSOLIDATED EDISON INC

4.33%

Shares23.1K

Event2026-03-31

Filed2026-04-23

SMH

VANECK ETF TRUST

0.13%

Shares6.8K

Event2026-03-31

Filed2026-04-23

LAM RESEARCH CORP

0.00%

Shares12.1K

Event2026-03-31

Filed2026-04-23

IJR

ISHARES TR

5.68%

Shares20.6K

Event2026-03-31

Filed2026-04-23

IVW

ISHARES TR

-3.93%

Shares22.3K

Event2026-03-31

Filed2026-04-23

VERIZON COMMUNICATIONS INC

1.60%

Shares49.6K

Event2026-03-31

Filed2026-04-23

PEP

PEPSICO INC

-1.01%

Shares15.8K

Event2026-03-31

Filed2026-04-23

IWB

ISHARES TR

0.03%

Shares6.8K

Event2026-03-31

Filed2026-04-23

VTEC

VANGUARD CALIF TAX FREE FDS

161.08%

Shares24.4K

Event2026-03-31

Filed2026-04-23

PFE

PFIZER INC

-0.96%

Shares84.6K

Event2026-03-31

Filed2026-04-23

REGN

REGENERON PHARMACEUTICALS

-0.20%

Shares3.1K

Event2026-03-31

Filed2026-04-23

SGU

STAR GROUP LP

0.02%

Shares192.0K

Event2026-03-31

Filed2026-04-23

GE AEROSPACE

2.89%

Shares8.3K

Event2026-03-31

Filed2026-04-23

INTC

INTEL CORP

14.68%

Shares53.1K

Event2026-03-31

Filed2026-04-23

BMY

BRISTOL-MYERS SQUIBB CO

18.65%

Shares38.0K

Event2026-03-31

Filed2026-04-23

LENDINGCLUB ISSUANCE TR SER

-3.02%

Shares160.3K

Event2026-03-31

Filed2026-04-23

VPU

VANGUARD WORLD FD

0.12%

Shares11.4K

Event2026-03-31

Filed2026-04-23

EEM

ISHARES TR

34.22%

Shares39.7K

Event2026-03-31

Filed2026-04-23

CHUBB LTD SWITZ

1.33%

Shares6.9K

Event2026-03-31

Filed2026-04-23

FBTC

FIDELITY WISE ORIGIN BITCOIN

0.00%

Shares37.7K

Event2026-03-31

Filed2026-04-23

ROST

ROSS STORES INC

-37.01%

Shares10.1K

Event2026-03-31

Filed2026-04-23

JEPI

J P MORGAN EXCHANGE TRADED F

-14.26%

Shares38.5K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

3.77%

Shares7.2K

Event2026-03-31

Filed2026-04-23

COIN

COINBASE GLOBAL INC

-5.09%

Shares12.0K

Event2026-03-31

Filed2026-04-23

TSLA

TESLA INC

-1.61%

Shares5.6K

Event2026-03-31

Filed2026-04-23

NET

CLOUDFLARE INC

-7.48%

Shares9.9K

Event2026-03-31

Filed2026-04-23

UNH

UNITEDHEALTH GROUP INC

7.25%

Shares7.4K

Event2026-03-31

Filed2026-04-23

HIMU

BLACKROCK ETF TRUST II

New

Shares41.6K

Event2026-03-31

Filed2026-04-23

MATCH GROUP INC NEW

-0.51%

Shares64.1K

Event2026-03-31

Filed2026-04-23

VOT

VANGUARD INDEX FDS

-0.80%

Shares7.6K

Event2026-03-31

Filed2026-04-23

BND

VANGUARD BD INDEX FDS

5.36%

Shares26.6K

Event2026-03-31

Filed2026-04-23

GEV

GE VERNOVA INC

2.16%

Shares2.2K

Event2026-03-31

Filed2026-04-23

BSV

VANGUARD BD INDEX FDS

12.20%

Shares24.5K

Event2026-03-31

Filed2026-04-23

COCA COLA CO

4.41%

Shares24.7K

Event2026-03-31

Filed2026-04-23

SCHD

SCHWAB STRATEGIC TR

42.37%

Shares61.0K

Event2026-03-31

Filed2026-04-23

HON

HONEYWELL INTL INC

0.13%

Shares8.3K

Event2026-03-31

Filed2026-04-23

VOE

VANGUARD INDEX FDS

2.32%

Shares10.1K

Event2026-03-31

Filed2026-04-23

BOEING CO

-0.54%

Shares9.2K

Event2026-03-31

Filed2026-04-23

ABBV

ABBVIE INC

1.25%

Shares8.2K

Event2026-03-31

Filed2026-04-23

NSC

NORFOLK SOUTHN CORP

9.11%

Shares6.0K

Event2026-03-31

Filed2026-04-23

WASTE MGMT INC DEL

0.43%

Shares7.4K

Event2026-03-31

Filed2026-04-23

DGRO

ISHARES TR

9.39%

Shares24.2K

Event2026-03-31

Filed2026-04-23

PAVE

GLOBAL X FDS

0.01%

Shares33.3K

Event2026-03-31

Filed2026-04-23

LAUDER ESTEE COS INC

-40.50%

Shares23.5K

Event2026-03-31

Filed2026-04-23

IVE

ISHARES TR

54.24%

Shares7.9K

Event2026-03-31

Filed2026-04-23

AT&T INC

3.65%

Shares56.7K

Event2026-03-31

Filed2026-04-23

CNQ

CANADIAN NAT RES LTD MED TER

0.00%

Shares33.7K

Event2026-03-31

Filed2026-04-23

MASTERCARD INCORPORATED

1.39%

Shares3.2K

Event2026-03-31

Filed2026-04-23

SRLN

SSGA ACTIVE ETF TR

5.30%

Shares39.5K

Event2026-03-31

Filed2026-04-23

ROUNDHILL ETF TRUST

0.00%

Shares58.7K

Event2026-03-31

Filed2026-04-23

ALTRIA GROUP INC

-5.61%

Shares23.2K

Event2026-03-31

Filed2026-04-23

TRV

TRAVELERS COMPANIES INC

0.02%

Shares5.1K

Event2026-03-31

Filed2026-04-23

VNQ

VANGUARD INDEX FDS

-0.35%

Shares16.6K

Event2026-03-31

Filed2026-04-23

ESGV

VANGUARD WORLD FD

2.30%

Shares13.1K

Event2026-03-31

Filed2026-04-23

PHILIP MORRIS INTL INC

-5.36%

Shares8.9K

Event2026-03-31

Filed2026-04-23

COLGATE PALMOLIVE CO

-3.54%

Shares17.2K

Event2026-03-31

Filed2026-04-23

CRWD

CROWDSTRIKE HLDGS INC

0.13%

Shares3.7K

Event2026-03-31

Filed2026-04-23

SCHO

SCHWAB STRATEGIC TR

New

Shares59.4K

Event2026-03-31

Filed2026-04-23

BLACKROCK INC

-1.46%

Shares1.5K

Event2026-03-31

Filed2026-04-23

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-1.24%

Shares4.2K

Event2026-03-31

Filed2026-04-23

PODD

INSULET CORP

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-23

MAR

MARRIOTT INTL INC NEW

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-23

IEFA

ISHARES TR

9.23%

Shares15.2K

Event2026-03-31

Filed2026-04-23

DEERE & CO

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-23

AMAT

APPLIED MATLS INC

1.94%

Shares3.8K

Event2026-03-31

Filed2026-04-23

OKE

ONEOK INC NEW

0.00%

Shares14.1K

Event2026-03-31

Filed2026-04-23

AFL

AFLAC INC

0.00%

Shares11.5K

Event2026-03-31

Filed2026-04-23

TMO

THERMO FISHER SCIENTIFIC INC

-1.47%

Shares2.5K

Event2026-03-31

Filed2026-04-23

ISRG

INTUITIVE SURGICAL INC

-0.04%

Shares2.6K

Event2026-03-31

Filed2026-04-23

BNDX

VANGUARD CHARLOTTE FDS

0.43%

Shares24.1K

Event2026-03-31

Filed2026-04-23

ANGI INC

-0.03%

Shares167.8K

Event2026-03-31

Filed2026-04-23

CMI

CUMMINS INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-23

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-23

VBIL

VANGUARD INSTL INDEX FD

36.96%

Shares14.6K

Event2026-03-31

Filed2026-04-23

MET

METLIFE INC

8.52%

Shares15.4K

Event2026-03-31

Filed2026-04-23

UBER

UBER TECHNOLOGIES INC

7.67%

Shares14.8K

Event2026-03-31

Filed2026-04-23

AMT

AMERICAN TOWER CORP

0.29%

Shares6.2K

Event2026-03-31

Filed2026-04-23

IBIT

ISHARES BITCOIN TRUST ETF

-1.14%

Shares27.6K

Event2026-03-31

Filed2026-04-23

SBUX

STARBUCKS CORP

12.32%

Shares11.7K

Event2026-03-31

Filed2026-04-23

PROFESIONALLY MANAGED PORTFO

-3.97%

Shares19.9K

Event2026-03-31

Filed2026-04-23

CRM

SALESFORCE INC

8.29%

Shares5.5K

Event2026-03-31

Filed2026-04-23

IXUS

ISHARES TR

4.53%

Shares11.8K

Event2026-03-31

Filed2026-04-23

SHEL

SHELL PLC

-1.81%

Shares10.9K

Event2026-03-31

Filed2026-04-23

THE CIGNA GROUP

-1.20%

Shares3.7K

Event2026-03-31

Filed2026-04-23

NVS

NOVARTIS AG

0.68%

Shares6.5K

Event2026-03-31

Filed2026-04-23

AMD

ADVANCED MICRO DEVICES INC

63.94%

Shares4.7K

Event2026-03-31

Filed2026-04-23

IJT

ISHARES TR

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-23

QCOM

QUALCOMM INC

1.17%

Shares7.4K

Event2026-03-31

Filed2026-04-23

IYF

ISHARES TR

0.72%

Shares8.0K

Event2026-03-31

Filed2026-04-23

EFAV

ISHARES TR

0.00%

Shares10.3K

Event2026-03-31

Filed2026-04-23

FDX

FEDEX CORP

0.04%

Shares2.6K

Event2026-03-31

Filed2026-04-23

ADSK

AUTODESK INC

5.33%

Shares3.9K

Event2026-03-31

Filed2026-04-23

TOTALENERGIES SE

-0.49%

Shares10.2K

Event2026-03-31

Filed2026-04-23

YUM

YUM BRANDS INC

9.41%

Shares5.8K

Event2026-03-31

Filed2026-04-23

PSX

PHILLIPS 66

-11.24%

Shares4.9K

Event2026-03-31

Filed2026-04-23

EFAA

INVESCO ACTIVELY MANAGED EXC

15.52%

Shares16.8K

Event2026-03-31

Filed2026-04-23

MYN

BLACKROCK MUNIYIELD N Y QUAL

166.18%

Shares92.3K

Event2026-03-31

Filed2026-04-23

WELL

WELLTOWER INC

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-23

ADP

AUTOMATIC DATA PROCESSING IN

5.65%

Shares4.4K

Event2026-03-31

Filed2026-04-23

AON PLC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-23

VXF

VANGUARD INDEX FDS

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-23

CITIGROUP INC

5.32%

Shares7.7K

Event2026-03-31

Filed2026-04-23

KLAC

KLA CORP

0.00%

Shares591

Event2026-03-31

Filed2026-04-23

SPOT

SPOTIFY TECHNOLOGY S A

3.65%

Shares1.8K

Event2026-03-31

Filed2026-04-23

UNILEVER PLC

0.00%

Shares15.2K

Event2026-03-31

Filed2026-04-23

TXN

TEXAS INSTRS INC

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-23

EEMV

ISHARES INC

0.00%

Shares13.3K

Event2026-03-31

Filed2026-04-23

PTON

PELOTON INTERACTIVE INC

-0.02%

Shares200.2K

Event2026-03-31

Filed2026-04-23

KMI

KINDER MORGAN INC DEL

0.00%

Shares25.4K

Event2026-03-31

Filed2026-04-23

DUKE ENERGY CORP NEW

12.22%

Shares6.4K

Event2026-03-31

Filed2026-04-23

COP

CONOCOPHILLIPS

2.19%

Shares6.3K

Event2026-03-31

Filed2026-04-23

EMR

EMERSON ELEC CO

3.26%

Shares6.3K

Event2026-03-31

Filed2026-04-23

SCHW

SCHWAB CHARLES CORP

-2.71%

Shares8.7K

Event2026-03-31

Filed2026-04-23

JEF

JEFFERIES FINANCIAL GROUP IN

0.21%

Shares19.9K

Event2026-03-31

Filed2026-04-23

DIA

STATE STR SPDR DOW JONES IND

0.23%

Shares1.8K

Event2026-03-31

Filed2026-04-23

FEDERAL RLTY INVT TR NEW

-4.93%

Shares7.5K

Event2026-03-31

Filed2026-04-23

ITW

ILLINOIS TOOL WKS INC

0.23%

Shares3.0K

Event2026-03-31

Filed2026-04-23

SCHB

SCHWAB STRATEGIC TR

0.28%

Shares30.9K

Event2026-03-31

Filed2026-04-23

MELI

MERCADOLIBRE INC

0.00%

Shares448

Event2026-03-31

Filed2026-04-23

NVO

NOVO-NORDISK A S

-2.13%

Shares21.0K

Event2026-03-31

Filed2026-04-23

MMM

3M CO

-0.95%

Shares5.2K

Event2026-03-31

Filed2026-04-23

ADX

ADAMS DIVERSIFIED EQUITY FD

0.00%

Shares33.5K

Event2026-03-31

Filed2026-04-23

DEO

DIAGEO PLC

0.00%

Shares9.8K

Event2026-03-31

Filed2026-04-23

VGK

VANGUARD INTL EQUITY INDEX F

57.97%

Shares8.8K

Event2026-03-31

Filed2026-04-23

ELV

ELEVANCE HEALTH INC FORMERLY

-4.02%

Shares2.5K

Event2026-03-31

Filed2026-04-23

ACWI

ISHARES TR

-11.84%

Shares5.1K

Event2026-03-31

Filed2026-04-23

HWM

HOWMET AEROSPACE INC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-23

GAM

GENERAL AMERN INVS CO INC

5.06%

Shares11.9K

Event2026-03-31

Filed2026-04-23

XLG

INVESCO EXCHANGE TRADED FD T

0.14%

Shares12.7K

Event2026-03-31

Filed2026-04-23

SCHX

SCHWAB STRATEGIC TR

0.03%

Shares26.7K

Event2026-03-31

Filed2026-04-23

ETHA

ISHARES ETHEREUM TR

0.00%

Shares42.5K

Event2026-03-31

Filed2026-04-23

IBKR

INTERACTIVE BROKERS GROUP IN

0.12%

Shares10.0K

Event2026-03-31

Filed2026-04-23

KMB

KIMBERLY-CLARK CORP

1.97%

Shares6.9K

Event2026-03-31

Filed2026-04-23

HALO

HALOZYME THERAPEUTICS INC

0.00%

Shares10.2K

Event2026-03-31

Filed2026-04-23

DOMINION ENERGY INC

1.36%

Shares10.6K

Event2026-03-31

Filed2026-04-23

IWV

ISHARES TR

0.11%

Shares1.8K

Event2026-03-31

Filed2026-04-23

CET

CENTRAL SECS CORP

0.00%

Shares13.2K

Event2026-03-31

Filed2026-04-23

CSX

CSX CORP

0.09%

Shares15.9K

Event2026-03-31

Filed2026-04-23

VCIT

VANGUARD SCOTTSDALE FDS

12.14%

Shares7.9K

Event2026-03-31

Filed2026-04-23

BDX

BECTON DICKINSON & CO

1.25%

Shares4.1K

Event2026-03-31

Filed2026-04-23

VIGI

VANGUARD WHITEHALL FDS

0.53%

Shares7.3K

Event2026-03-31

Filed2026-04-23

ADI

ANALOG DEVICES INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-23

RSPA

INVESCO ACTIVELY MANAGED EXC

31.91%

Shares12.9K

Event2026-03-31

Filed2026-04-23

URTH

ISHARES INC

-12.93%

Shares3.6K

Event2026-03-31

Filed2026-04-23

TMUS

T-MOBILE US INC

New

Shares3.0K

Event2026-03-31

Filed2026-04-23

MDLZ

MONDELEZ INTL INC

1.21%

Shares10.9K

Event2026-03-31

Filed2026-04-23

ETG

EATON VANCE TX ADV GLBL DIV

0.87%

Shares30.9K

Event2026-03-31

Filed2026-04-23

LSPD

LIGHTSPEED COMMERCE INC

0.00%

Shares69.3K

Event2026-03-31

Filed2026-04-23

SPG

SIMON PPTY GROUP INC NEW

-17.47%

Shares3.3K

Event2026-03-31

Filed2026-04-23

SIXG

ETF SER SOLUTIONS

0.08%

Shares9.0K

Event2026-03-31

Filed2026-04-23

EDWARDS LIFESCIENCES CORP

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-23

BXSL

BLACKSTONE SECD LENDING FD

-2.38%

Shares25.4K

Event2026-03-31

Filed2026-04-23

VTIP

VANGUARD MALVERN FDS

0.00%

Shares12.0K

Event2026-03-31

Filed2026-04-23

COF

CAPITAL ONE FINL CORP

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-23

EATON CORP PLC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-23

DFSV

DIMENSIONAL ETF TRUST

-3.02%

Shares16.7K

Event2026-03-31

Filed2026-04-23

BIL

SPDR SERIES TRUST

0.56%

Shares6.1K

Event2026-03-31

Filed2026-04-23

MGC

VANGUARD WORLD FD

0.26%

Shares2.3K

Event2026-03-31

Filed2026-04-23

ROBO

EXCHANGE TRADED CONCEPTS TRU

0.00%

Shares7.9K

Event2026-03-31

Filed2026-04-23

DSI

ISHARES TR

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-23

UPS

UNITED PARCEL SVCS INC

-3.68%

Shares5.4K

Event2026-03-31

Filed2026-04-23

DIVZ

ELEVATION SERIES TRUST

55.25%

Shares14.2K

Event2026-03-31

Filed2026-04-23

MUNY

VANGUARD NY TAX FREE FDS

110.15%

Shares5.2K

Event2026-03-31

Filed2026-04-23

VCR

VANGUARD WORLD FD

0.48%

Shares1.5K

Event2026-03-31

Filed2026-04-23

CEG

CONSTELLATION ENERGY CORP

0.43%

Shares1.9K

Event2026-03-31

Filed2026-04-23

MTB

M & T BK CORP

6.36%

Shares2.5K

Event2026-03-31

Filed2026-04-23

SFY

TIDAL TRUST I

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-23

DXCM

DEXCOM INC

-4.62%

Shares8.3K

Event2026-03-31

Filed2026-04-23

DAL

DELTA AIR LINES INC

0.01%

Shares7.8K

Event2026-03-31

Filed2026-04-23

IWO

ISHARES TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-23

AEP

AMERICAN ELEC PWR CO INC

-2.00%

Shares3.9K

Event2026-03-31

Filed2026-04-23

MPC

MARATHON PETE CORP

7.06%

Shares2.1K

Event2026-03-31

Filed2026-04-23

AZO

AUTOZONE INC

0.67%

Shares151

Event2026-03-31

Filed2026-04-23

ABT

ABBOTT LABORATORIES

-3.02%

Shares5.0K

Event2026-03-31

Filed2026-04-23

HSY

HERSHEY CO

0.12%

Shares2.4K

Event2026-03-31

Filed2026-04-23

NYT

NEW YORK TIMES CO MTN BE

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-23

OBDC

BLUE OWL CAPITAL CORPORATION

0.00%

Shares44.8K

Event2026-03-31

Filed2026-04-23

ARES

ARES MANAGEMENT CORPORATION

1.14%

Shares4.5K

Event2026-03-31

Filed2026-04-23

STUB

STUBHUB HLDGS INC

177.62%

Shares79.1K

Event2026-03-31

Filed2026-04-23

HOOD

ROBINHOOD MKTS INC

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-23

NATIONAL GRID PLC

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-23

FNDX

SCHWAB STRATEGIC TR

0.03%

Shares17.4K

Event2026-03-31

Filed2026-04-23

IWR

ISHARES TR

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-23

SPDR SERIES TRUST

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-23

ASTRAZENECA PLC

New

Shares2.4K

Event2026-03-31

Filed2026-04-23

IBB

ISHARES TR

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-23

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

0.30%

Shares2.4K

Event2026-03-31

Filed2026-04-23

COMP

COMPASS INC

0.00%

Shares61.7K

Event2026-03-31

Filed2026-04-23

NOBL

PROSHARES TR

0.36%

Shares4.2K

Event2026-03-31

Filed2026-04-23

AGG

ISHARES TR

0.56%

Shares4.5K

Event2026-03-31

Filed2026-04-23

SHV

ISHARES TR

-1.35%

Shares4.0K

Event2026-03-31

Filed2026-04-23

MICRON TECHNOLOGY INC

0.08%

Shares1.3K

Event2026-03-31

Filed2026-04-23

IWY

ISHARES TR

0.06%

Shares1.8K

Event2026-03-31

Filed2026-04-23

DLS

WISDOMTREE TR

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-23

QXO

QXO INC

0.00%

Shares22.1K

Event2026-03-31

Filed2026-04-23

ACCENTURE PLC IRELAND

-2.94%

Shares2.1K

Event2026-03-31

Filed2026-04-23

STEW

SRH TOTAL RETURN FUND INC

0.00%

Shares24.9K

Event2026-03-31

Filed2026-04-23

ARISTA NETWORKS INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-23

KKR & CO INC

0.11%

Shares4.5K

Event2026-03-31

Filed2026-04-23

SYK

STRYKER CORPORATION

1.03%

Shares1.3K

Event2026-03-31

Filed2026-04-23

ORLY

OREILLY AUTOMOTIVE INC

-0.98%

Shares4.5K

Event2026-03-31

Filed2026-04-23

PEG

PUBLIC SVC ENTERPRISE GROUP

62.80%

Shares5.2K

Event2026-03-31

Filed2026-04-23

DFAS

DIMENSIONAL ETF TRUST

-2.19%

Shares5.8K

Event2026-03-31

Filed2026-04-23

WMB

WILLIAMS COS INC

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-23

TRGP

TARGA RES CORP

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-23

HAMILTON INSURANCE GROUP LTD

0.12%

Shares13.8K

Event2026-03-31

Filed2026-04-23

MCB

METROPOLITAN BK HLDG CORP

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-23

XLU

SELECT SECTOR SPDR TR

27.24%

Shares8.7K

Event2026-03-31

Filed2026-04-23

ISHARES GOLD TR

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-23

MSIF

MSC INCOME FUND INC

0.00%

Shares32.5K

Event2026-03-31

Filed2026-04-23

VHT

VANGUARD WORLD FD

0.28%

Shares1.5K

Event2026-03-31

Filed2026-04-23

XLV

SELECT SECTOR SPDR TR

New

Shares2.7K

Event2026-03-31

Filed2026-04-23

IDXX

IDEXX LABS INC

-15.19%

Shares698

Event2026-03-31

Filed2026-04-23

EXPE

EXPEDIA GROUP INC

0.95%

Shares1.7K

Event2026-03-31

Filed2026-04-23

MDB

MONGODB INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-23

XLY

SELECT SECTOR SPDR TR

11.61%

Shares3.5K

Event2026-03-31

Filed2026-04-23

CTVA

CORTEVA INC

-2.95%

Shares4.5K

Event2026-03-31

Filed2026-04-23

TRI CONTL CORP

0.00%

Shares11.9K

Event2026-03-31

Filed2026-04-23

AMP

AMERIPRISE FINL INC

0.00%

Shares837

Event2026-03-31

Filed2026-04-23

FIHL

FIDELIS INSURANCE HOLDINGS L

0.00%

Shares19.5K

Event2026-03-31

Filed2026-04-23

SPGI

S&P GLOBAL INC

1.16%

Shares872

Event2026-03-31

Filed2026-04-23

ETO

EATON VANCE TAX-ADVANTAGED G

-3.33%

Shares13.9K

Event2026-03-31

Filed2026-04-23

MKC

MCCORMICK & CO INC

12.90%

Shares7.3K

Event2026-03-31

Filed2026-04-23

IWS

ISHARES TR

0.04%

Shares2.5K

Event2026-03-31

Filed2026-04-23

FAST

FASTENAL CO

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-23

IUSG

ISHARES TR

0.13%

Shares2.3K

Event2026-03-31

Filed2026-04-23

MMC

MARSH & MCLENNAN COS INC

0.34%

Shares2.1K

Event2026-03-31

Filed2026-04-23

CME

CME GROUP INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-23

QQQM

INVESCO EXCH TRADED FD TR II

0.07%

Shares1.5K

Event2026-03-31

Filed2026-04-23

IEMG

ISHARES INC

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-23

SHW

SHERWIN WILLIAMS CO

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-23

ASML

ASML HLDG NV

-14.33%

Shares263

Event2026-03-31

Filed2026-04-23

EZU

ISHARES INC

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-23

IWP

ISHARES TR

0.04%

Shares2.7K

Event2026-03-31

Filed2026-04-23

DBX

DROPBOX INC

0.00%

Shares15.0K

Event2026-03-31

Filed2026-04-23

UEC

URANIUM ENERGY CORP

0.00%

Shares24.7K

Event2026-03-31

Filed2026-04-23

CARR

CARRIER GLOBAL CORPORATION

19.88%

Shares5.9K

Event2026-03-31

Filed2026-04-23

ACWV

ISHARES INC

10.03%

Shares2.7K

Event2026-03-31

Filed2026-04-23

OWL

BLUE OWL CAPITAL INC

-34.70%

Shares35.7K

Event2026-03-31

Filed2026-04-23

SOUTHERN CO

1.78%

Shares3.4K

Event2026-03-31

Filed2026-04-23

DHR

DANAHER CORP DEL

-6.13%

Shares1.7K

Event2026-03-31

Filed2026-04-23

QUAL

ISHARES TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-23

SHY

ISHARES TR

-29.50%

Shares3.9K

Event2026-03-31

Filed2026-04-23

LNG

CHENIERE ENERGY INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-23

FXE

INVESCO CURRENCYSHARES EURO

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-23

IDEV

ISHARES TR

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-23

WBD

WARNER BROS DISCOVERY INC

11.98%

Shares11.4K

Event2026-03-31

Filed2026-04-23

MARVELL TECHNOLOGY INC

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-23

OXY

OCCIDENTAL PETE CORP

New

Shares4.8K

Event2026-03-31

Filed2026-04-23

SUNCOR ENERGY INC NEW

-4.07%

Shares4.7K

Event2026-03-31

Filed2026-04-23

IVOO

VANGUARD ADMIRAL FDS INC

3.74%

Shares2.7K

Event2026-03-31

Filed2026-04-23

IWC

ISHARES TR

5.64%

Shares1.9K

Event2026-03-31

Filed2026-04-23

EVR

EVERCORE INC

0.20%

Shares1.0K

Event2026-03-31

Filed2026-04-23

ALL

ALLSTATE CORP

0.07%

Shares1.5K

Event2026-03-31

Filed2026-04-23

GSK PLC

4.36%

Shares5.5K

Event2026-03-31

Filed2026-04-23

IWN

ISHARES TR

0.13%

Shares1.6K

Event2026-03-31

Filed2026-04-23

FSLR

FIRST SOLAR INC

1.07%

Shares1.5K

Event2026-03-31

Filed2026-04-23

BIIB

BIOGEN INC

3.20%

Shares1.6K

Event2026-03-31

Filed2026-04-23

BROOKFIELD CORP

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-23

TGT

TARGET CORP

-11.03%

Shares2.4K

Event2026-03-31

Filed2026-04-23

SAP

SAP SE

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-23

FPAG

INVESTMENT MANAGERS SER TR I

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-23

DGRW

WISDOMTREE TR

New

Shares3.2K

Event2026-03-31

Filed2026-04-23

SCHA

SCHWAB STRATEGIC TR

2.64%

Shares9.7K

Event2026-03-31

Filed2026-04-23

QLTY

GMO ETF TRUST

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-23

GRMN

GARMIN LTD

0.33%

Shares1.2K

Event2026-03-31

Filed2026-04-23

FEZ

SPDR INDEX SHS FDS

0.13%

Shares4.5K

Event2026-03-31

Filed2026-04-23

HACK

AMPLIFY ETF TR

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-23

HLT

HILTON WORLDWIDE HLDGS INC

-1.41%

Shares907

Event2026-03-31

Filed2026-04-23

GTLS

CHART INDS INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-23

IOO

ISHARES TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-23

GRAYSCALE BITCOIN MINI TR ET

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-23

PFF

ISHARES TR

0.25%

Shares8.8K

Event2026-03-31

Filed2026-04-23

GDX

VANECK ETF TRUST

14.02%

Shares2.9K

Event2026-03-31

Filed2026-04-23

RPM

RPM INTL INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-23

AGNC

AGNC INVT CORP

-10.94%

Shares26.3K

Event2026-03-31

Filed2026-04-23

CCJ

CAMECO CORP

-0.86%

Shares2.4K

Event2026-03-31

Filed2026-04-23

TFC

TRUIST FINL CORP

-4.10%

Shares5.7K

Event2026-03-31

Filed2026-04-23

INDA

ISHARES TR

36.63%

Shares5.6K

Event2026-03-31

Filed2026-04-23

TRANE TECHNOLOGIES PLC

0.00%

Shares620

Event2026-03-31

Filed2026-04-23

PYPL

PAYPAL HLDGS INC

-8.83%

Shares5.7K

Event2026-03-31

Filed2026-04-23

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-23

CGW

INVESCO EXCH TRADED FD TR II

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-23

EME

EMCOR GROUP INC

0.00%

Shares345

Event2026-03-31

Filed2026-04-23

VSS

VANGUARD INTL EQUITY INDEX F

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-23

MTD

METTLER TOLEDO INTERNATIONAL

-11.11%

Shares200

Event2026-03-31

Filed2026-04-23

GHC

GRAHAM HLDGS CO

0.00%

Shares236

Event2026-03-31

Filed2026-04-23

PHG

KONINKLIJKE PHILIPS N V

0.00%

Shares9.1K

Event2026-03-31

Filed2026-04-23

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-23

IAT

ISHARES TR

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-23

GILD

GILEAD SCIENCES INC

1.91%

Shares1.8K

Event2026-03-31

Filed2026-04-23

CPT

CAMDEN PPTY TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-23

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-23

BTI

BRITISH AMERN TOB PLC

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-23

SPHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-23

PBE

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-23

PGR

PROGRESSIVE CORP

-13.98%

Shares1.2K

Event2026-03-31

Filed2026-04-23

PML

PIMCO MUN INCOME FD II

1.14%

Shares31.3K

Event2026-03-31

Filed2026-04-23

PLD

PROLOGIS INC.

1.42%

Shares1.8K

Event2026-03-31

Filed2026-04-23

ARKK

ARK ETF TR

0.58%

Shares3.5K

Event2026-03-31

Filed2026-04-23

BBT

BEACON FINANCIAL CORP.

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-23

NIE

VIRTUS EQUITY & CONV INCM FD

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-23

QNITY ELECTRONICS INC

New

Shares2.0K

Event2026-03-31

Filed2026-04-23

J P MORGAN EXCHANGE TRADED F

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-23

EFX

EQUIFAX INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-23

VRTX

VERTEX PHARMACEUTICALS INC

2.85%

Shares506

Event2026-03-31

Filed2026-04-23

XLP

SELECT SECTOR SPDR TR

-7.22%

Shares2.8K

Event2026-03-31

Filed2026-04-23

SCHV

SCHWAB STRATEGIC TR

-21.16%

Shares7.4K

Event2026-03-31

Filed2026-04-23

TMFC

RBB FD INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-23

NXPI

NXP SEMICONDUCTORS N V

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-23

XSD

SPDR SERIES TRUST

0.00%

Shares679

Event2026-03-31

Filed2026-04-23

ADBE

ADOBE INC

35.79%

Shares903

Event2026-03-31

Filed2026-04-23

GBDC

GOLUB CAP BDC INC

-19.15%

Shares17.3K

Event2026-03-31

Filed2026-04-23

LOW

LOWES COS INC

0.00%

Shares922

Event2026-03-31

Filed2026-04-23

CARS

CARS COM INC

0.00%

Shares26.7K

Event2026-03-31

Filed2026-04-23

LDOS

LEIDOS HOLDINGS INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-23

PEO

ADAM NAT RES FD INC

New

Shares7.6K

Event2026-03-31

Filed2026-04-23

SCHM

SCHWAB STRATEGIC TR

0.10%

Shares6.8K

Event2026-03-31

Filed2026-04-23

UHT

UNIVERSAL HEALTH RLTY INCOME

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-23

SRE

SEMPRA

New

Shares2.1K

Event2026-03-31

Filed2026-04-23

NOW

SERVICENOW INC

25.88%

Shares2.0K

Event2026-03-31

Filed2026-04-23

HDV

ISHARES TR

New

Shares1.5K

Event2026-03-31

Filed2026-04-23

SLV

ISHARES SILVER TR

New

Shares3.0K

Event2026-03-31

Filed2026-04-23

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-23

CVS

CVS HEALTH CORP

-10.49%

Shares2.8K

Event2026-03-31

Filed2026-04-23

IBRX

IMMUNITYBIO INC

New

Shares25.0K

Event2026-03-31

Filed2026-04-23

READY CAPITAL CORP

45.14%

Shares104.3K

Event2026-03-31

Filed2026-04-23

AMPX

AMPRIUS TECHNOLOGIES INC

New

Shares10.0K

Event2026-03-31

Filed2026-04-23

EDIT

EDITAS MEDICINE INC

0.00%

Shares68.1K

Event2026-03-31

Filed2026-04-23

CERS

CERUS CORP

0.00%

Shares85.0K

Event2026-03-31

Filed2026-04-23

FORD MTR CO

-2.91%

Shares12.6K

Event2026-03-31

Filed2026-04-23

SATL

SATELLOGIC INC

0.00%

Shares26.3K

Event2026-03-31

Filed2026-04-23

COPY

RBB FUND TRUST

New

Shares10.1K

Event2026-03-31

Filed2026-04-23

CNH

CNH INDL N V

0.00%

Shares12.6K

Event2026-03-31

Filed2026-04-23

VTRS

VIATRIS INC

-3.74%

Shares10.1K

Event2026-03-31

Filed2026-04-23

NXJ

NUVEEN NEW JERSEY

0.00%

Shares10.8K

Event2026-03-31

Filed2026-04-23

ACRE

ARES COML REAL ESTATE CORP

0.00%

Shares20.8K

Event2026-03-31

Filed2026-04-23

SABA

SABA CAPITAL INCOME & OPPORT

0.00%

Shares11.5K

Event2026-03-31

Filed2026-04-23

GENI

GENIUS SPORTS LIMITED

0.00%

Shares20.0K

Event2026-03-31

Filed2026-04-23

NMFC

NEW MTN FIN CORP

New

Shares10.6K

Event2026-03-31

Filed2026-04-23

APYX

APYX MEDICAL CORPORATION

0.00%

Shares20.5K

Event2026-03-31

Filed2026-04-23

SCHMID GROUP N.V.

New

Shares13.0K

Event2026-03-31

Filed2026-04-23

EDD

MORGAN STANLEY EMERGING MKTS

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-23

ABTC

AMERICAN BITCOIN CORP.

0.00%

Shares32.9K

Event2026-03-31

Filed2026-04-23

CGEN

COMPUGEN LTD

0.00%

Shares12.0K

Event2026-03-31

Filed2026-04-23

MERC

MERCER INTL INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-23

Call Option Holdings

GRAYSCALE BITCOIN MINI TR ET Call CallGRAYSCALE BITCOIN MINI TR ET800 sharesnew addition2026-03-312026-04-23

NOW Call CallSERVICENOW INC200 sharesnew addition2026-03-312026-04-23

GRAYSCALE BITCOIN MINI TR ET Call

GRAYSCALE BITCOIN MINI TR ET

New

Shares800

Event2026-03-31

Filed2026-04-23

NOW Call

SERVICENOW INC

New

Shares200

Event2026-03-31

Filed2026-04-23

Put Option Holdings

SPY Put PutSTATE STR SPDR S&P 500 ETF T500 sharesnew addition2026-03-312026-04-23

SPY Put

STATE STR SPDR S&P 500 ETF T

New

Shares500

Event2026-03-31

Filed2026-04-23