Sponsored

The Analysis of Journey Advisory Group, LLC's Holdings & P&L

Currently, Journey Advisory Group, LLC holds 242 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in PYLD (+2.3M shares, valued at $60.3M), SGOV (+550.8K shares, valued at $55.4M), DBND (+371.0K shares, valued at $17.0M); decreased their positions in BND (-533.1K shares, valued at $39.3M), IJH (-475.3K shares, valued at $32.1M), IBDR (-766.8K shares, valued at $18.6M); initiated new positions in PYLD (+2.3M shares, valued at $60.3M), LPRE (+157.6K shares, valued at $4.1M), CPA (+30.1K shares, valued at $3.4M).

1M P&L

+23.9M+2.10%

3M P&L

+8.7M+0.75%

HY P&L

+57.0M+5.15%

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/A635.7M

58.6%

2Drug Manufacturers - General40.7M

3.8%

3Consumer Electronics36.8M

3.4%

Top Industries by Stock Count

1N/A90 stocks

40.4%

2Semiconductors9 stocks

4.0%

3Drug Manufacturers - General7 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SGOV ISHARES TR637.0K shares638.94%2026-03-312026-05-05

PYLD PIMCO ETF TR2.3M sharesnew addition2026-03-312026-05-05

VEA VANGUARD TAX-MANAGED FDS792.2K shares8.40%2026-03-312026-05-05

AAPL APPLE INC145.1K shares-1.75%2026-03-312026-05-05

MSFT MICROSOFT CORP88.6K shares0.16%2026-03-312026-05-05

ILF ISHARES TR801.2K shares46.20%2026-03-312026-05-05

ALPHABET INC ALPHABET INC85.7K shares4.61%2026-03-312026-05-05

PG PROCTER & GAMBLE CO163.6K shares-6.22%2026-03-312026-05-05

Sponsored

DBND DOUBLELINE ETF TRUST496.1K shares296.46%2026-03-312026-05-05

JPM JPMORGAN CHASE & CO71.3K shares-3.01%2026-03-312026-05-05

SCHO SCHWAB STRATEGIC TR859.9K shares8.12%2026-03-312026-05-05

TOTL SSGA ACTIVE ETF TR513.9K shares161.71%2026-03-312026-05-05

USMV ISHARES TR218.6K shares-1.60%2026-03-312026-05-05

VGK VANGUARD INTL EQUITY INDEX F242.5K shares2.39%2026-03-312026-05-05

LLY ELI LILLY & CO21.7K shares-1.70%2026-03-312026-05-05

IBTH ISHARES TR872.1K shares2.62%2026-03-312026-05-05

Sponsored

IBTI ISHARES TR870.4K shares2.90%2026-03-312026-05-05

BROADCOM INC BROADCOM INC57.9K shares-3.83%2026-03-312026-05-05

IBTJ ISHARES TR797.7K shares3.20%2026-03-312026-05-05

IBTK ISHARES TR851.4K shares4.15%2026-03-312026-05-05

VIG VANGUARD SPECIALIZED FUNDS74.3K shares-2.29%2026-03-312026-05-05

QUAL ISHARES TR80.2K shares-36.68%2026-03-312026-05-05

MTUM ISHARES TR61.6K shares-4.07%2026-03-312026-05-05

NVDA NVIDIA CORPORATION76.3K shares6.94%2026-03-312026-05-05

Sponsored

IJH ISHARES TR194.4K shares-70.97%2026-03-312026-05-05

DGRO ISHARES TR177.9K shares-1.20%2026-03-312026-05-05

MPC MARATHON PETE CORP48.9K shares19.03%2026-03-312026-05-05

CRAK VANECK ETF TRUST233.4K shares135.49%2026-03-312026-05-05

ABBV ABBVIE INC47.3K shares-1.63%2026-03-312026-05-05

COST COSTCO WHOLESALE CORPORATION10.3K shares-2.49%2026-03-312026-05-05

FNDF SCHWAB STRATEGIC TR197.3K shares20.87%2026-03-312026-05-05

WMT WALMART INC76.5K shares-12.35%2026-03-312026-05-05

Sponsored

DGRW WISDOMTREE TR105.6K shares-12.08%2026-03-312026-05-05

AMZN AMAZON COM INC44.4K shares89.67%2026-03-312026-05-05

META META PLATFORMS INC15.7K shares4.92%2026-03-312026-05-05

FXI ISHARES TR248.7K shares-0.46%2026-03-312026-05-05

WM WASTE MGMT INC DEL36.7K shares0.72%2026-03-312026-05-05

GE AEROSPACE GE AEROSPACE29.4K shares-5.90%2026-03-312026-05-05

XLV SELECT SECTOR SPDR TR54.1K shares16.96%2026-03-312026-05-05

XLK SELECT SECTOR SPDR TR59.4K shares-8.07%2026-03-312026-05-05

Sponsored

TJX TJX COS INC NEW45.1K shares2.21%2026-03-312026-05-05

GLD SPDR GOLD TR16.5K shares-31.18%2026-03-312026-05-05

CASY CASEYS GEN STORES INC9.3K shares5.24%2026-03-312026-05-05

XOM EXXON MOBIL CORP39.8K shares-17.64%2026-03-312026-05-05

JBS JBS N.V.367.9K shares-5.33%2026-03-312026-05-05

CTAS CINTAS CORP38.3K shares6.14%2026-03-312026-05-05

FNDX SCHWAB STRATEGIC TR232.1K shares-10.16%2026-03-312026-05-05

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T135.4K shares-7.62%2026-03-312026-05-05

Sponsored

EWH ISHARES INC276.2K shares-32.85%2026-03-312026-05-05

EWT ISHARES INC89.6K shares-12.53%2026-03-312026-05-05

AAXJ ISHARES TR66.0K shares-8.37%2026-03-312026-05-05

NEE NEXTERA ENERGY INC68.2K shares-2.87%2026-03-312026-05-05

LINC LINCOLN EDL SVCS CORP155.3K shares-38.30%2026-03-312026-05-05

RRC RANGE RES CORP136.3K shares21.17%2026-03-312026-05-05

JNJ JOHNSON & JOHNSON25.2K shares-10.00%2026-03-312026-05-05

V VISA INC19.7K shares-5.62%2026-03-312026-05-05

Sponsored

LMT LOCKHEED MARTIN CORP9.6K shares0.05%2026-03-312026-05-05

XMHQ INVESCO EXCHANGE TRADED FD T55.6K shares12.69%2026-03-312026-05-05

HD HOME DEPOT INC17.0K shares1.15%2026-03-312026-05-05

EWJ ISHARES INC64.1K shares-0.12%2026-03-312026-05-05

AMP AMERIPRISE FINL INC12.2K shares-0.28%2026-03-312026-05-05

SPY STATE STR SPDR S&P 500 ETF T8.3K shares-6.11%2026-03-312026-05-05

VLO VALERO ENERGY CORP21.7K shares23.31%2026-03-312026-05-05

IVV ISHARES TR8.1K shares-22.19%2026-03-312026-05-05

Sponsored

RTX RTX CORPORATION26.7K shares116.83%2026-03-312026-05-05

IJR ISHARES TR41.3K shares-36.03%2026-03-312026-05-05

CVX CHEVRON CORPORATION24.4K shares-22.41%2026-03-312026-05-05

CSX CSX CORP119.8K shares-15.79%2026-03-312026-05-05

VGSH VANGUARD SCOTTSDALE FDS83.2K shares-25.59%2026-03-312026-05-05

JOE ST JOE CO75.8K shares-0.13%2026-03-312026-05-05

GS GOLDMAN SACHS GROUP INC5.5K shares-12.21%2026-03-312026-05-05

ALPHABET INC ALPHABET INC15.1K shares0.30%2026-03-312026-05-05

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL6 shares0.00%2026-03-312026-05-05

AEM AGNICO EAGLE MINES LTD20.9K shares-18.54%2026-03-312026-05-05

AXP AMERICAN EXPRESS CO13.9K shares-3.50%2026-03-312026-05-05

CINF CINCINNATI FINL CORP26.6K shares-0.75%2026-03-312026-05-05

MCD MCDONALDS CORP13.5K shares-1.75%2026-03-312026-05-05

INVESCO QQQ TR INVESCO QQQ TR7.1K shares-4.43%2026-03-312026-05-05

LPRE EXCHANGE LISTED FDS TR157.6K sharesnew addition2026-03-312026-05-05

SNA SNAP ON INC10.6K shares0.45%2026-03-312026-05-05

Sponsored

J JACOBS SOLUTIONS INC29.8K shares-6.78%2026-03-312026-05-05

PPC PILGRIMS PRIDE CORP96.8K shares832.49%2026-03-312026-05-05

AMAT APPLIED MATLS INC10.6K shares-19.83%2026-03-312026-05-05

WEC ENERGY GROUP INC WEC ENERGY GROUP INC30.3K shares-1.53%2026-03-312026-05-05

AJG GALLAGHER ARTHUR J & CO15.8K shares-6.58%2026-03-312026-05-05

CPA COPA HOLDINGS SA30.1K sharesnew addition2026-03-312026-05-05

LGLV SPDR SERIES TRUST18.9K shares-12.94%2026-03-312026-05-05

CAT CATERPILLAR INC4.7K shares-7.79%2026-03-312026-05-05

Sponsored

CME CME GROUP INC11.0K shares-10.01%2026-03-312026-05-05

SAP SAP SE17.7K shares976.78%2026-03-312026-05-05

DLY DOUBLELINE YIELD OPPORTUNITI198.8K shares0.94%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.7K shares-14.95%2026-03-312026-05-05

MERCK & CO INC MERCK & CO INC23.7K shares0.92%2026-03-312026-05-05

MOS MOSAIC CO106.3K sharesnew addition2026-03-312026-05-05

SQM SOCIEDAD QUIMICA Y MINERA DE32.8K shares21.32%2026-03-312026-05-05

STOT SSGA ACTIVE TR56.1K shares-63.17%2026-03-312026-05-05

Sponsored

FTXG FIRST TR EXCHANGE TRADED FD116.4K sharesnew addition2026-03-312026-05-05

DBL DOUBLELINE OPPORTUNISTIC CR173.4K shares1.13%2026-03-312026-05-05

DSL DOUBLELINE INCOME SOLUTIONS231.5K shares1.11%2026-03-312026-05-05

KLAC KLA CORP1.7K shares47.42%2026-03-312026-05-05

MELI MERCADOLIBRE INC1.4K sharesnew addition2026-03-312026-05-05

TSM TAIWAN SEMICONDUCTOR MANUFAC7.1K shares-0.18%2026-03-312026-05-05

MLPX GLOBAL X FDS31.4K sharesnew addition2026-03-312026-05-05

UNP UNION PAC CORP9.2K shares-2.91%2026-03-312026-05-05

Sponsored

AMGN AMGEN INC6.3K shares-9.03%2026-03-312026-05-05

IBM INTERNATIONAL BUSINESS MACHS8.9K shares-37.48%2026-03-312026-05-05

VEU VANGUARD INTL EQUITY INDEX F28.5K shares-10.15%2026-03-312026-05-05

MCHI ISHARES TR37.4K shares-80.40%2026-03-312026-05-05

ORCL ORACLE CORP13.5K shares-8.45%2026-03-312026-05-05

USB US BANCORP32.7K shares-3.72%2026-03-312026-05-05

DE DEERE & CO3.0K shares-8.28%2026-03-312026-05-05

EMR EMERSON ELEC CO12.4K shares-0.16%2026-03-312026-05-05

Sponsored

MA MASTERCARD INCORPORATED3.2K shares16.67%2026-03-312026-05-05

XLF SELECT SECTOR SPDR TR32.5K shares3.18%2026-03-312026-05-05

ABT ABBOTT LABORATORIES15.6K shares-6.75%2026-03-312026-05-05

CB CHUBB LTD SWITZ4.8K shares-0.66%2026-03-312026-05-05

EFA ISHARES TR15.5K shares0.39%2026-03-312026-05-05

VTI VANGUARD INDEX FDS4.6K shares-8.86%2026-03-312026-05-05

ROK ROCKWELL AUTOMATION INC4.1K shares-24.75%2026-03-312026-05-05

SYK STRYKER CORPORATION4.4K shares13.93%2026-03-312026-05-05

Sponsored

NSC NORFOLK SOUTHN CORP5.0K shares-10.63%2026-03-312026-05-05

TSLA TESLA INC3.8K shares-3.73%2026-03-312026-05-05

EATON CORP PLC EATON CORP PLC3.9K shares-15.37%2026-03-312026-05-05

VTV VANGUARD INDEX FDS7.0K shares-1.18%2026-03-312026-05-05

INTC INTEL CORP31.2K shares-8.77%2026-03-312026-05-05

MDY STATE STR SPDR S&P MIDCAP 402.2K shares-2.44%2026-03-312026-05-05

PEP PEPSICO INC8.4K shares-6.59%2026-03-312026-05-05

XLE SELECT SECTOR SPDR TR21.2K shares-5.46%2026-03-312026-05-05

Sponsored

BND VANGUARD BD INDEX FDS16.9K shares-96.92%2026-03-312026-05-05

XLI SELECT SECTOR SPDR TR7.7K shares-1.91%2026-03-312026-05-05

SPOT SPOTIFY TECHNOLOGY S A2.6K shares51.81%2026-03-312026-05-05

BK BANK NEW YORK MELLON CORP10.1K shares-5.44%2026-03-312026-05-05

IBDU ISHARES TR50.1K shares0.00%2026-03-312026-05-05

MSI MOTOROLA SOLUTIONS INC2.7K shares-0.56%2026-03-312026-05-05

VGT VANGUARD WORLD FD1.6K shares-3.03%2026-03-312026-05-05

BMY BRISTOL-MYERS SQUIBB CO16.9K shares-3.97%2026-03-312026-05-05

Sponsored

MCHP MICROCHIP TECHNOLOGY INC.15.6K shares-1.70%2026-03-312026-05-05

VO VANGUARD INDEX FDS3.5K shares-19.60%2026-03-312026-05-05

DVY ISHARES TR6.4K shares-33.53%2026-03-312026-05-05

BOXX EA SERIES TRUST8.4K shares-64.16%2026-03-312026-05-05

SPTM SPDR SERIES TRUST12.2K shares-73.89%2026-03-312026-05-05

SHY ISHARES TR11.6K shares-56.43%2026-03-312026-05-05

XLY SELECT SECTOR SPDR TR8.5K shares0.00%2026-03-312026-05-05

XMMO INVESCO EXCHANGE TRADED FD T6.5K shares-42.98%2026-03-312026-05-05

Sponsored

AR ANTERO RESOURCES CORP22.0K shares-15.30%2026-03-312026-05-05

HON HONEYWELL INTL INC4.0K shares0.37%2026-03-312026-05-05

DIS DISNEY WALT CO9.2K shares-8.38%2026-03-312026-05-05

PFE PFIZER INC31.8K shares-19.45%2026-03-312026-05-05

NDAQ NASDAQ INC10.3K shares6.77%2026-03-312026-05-05

ISRG INTUITIVE SURGICAL INC1.9K shares38.09%2026-03-312026-05-05

SO SOUTHERN CO8.9K shares0.66%2026-03-312026-05-05

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW6.6K shares-13.57%2026-03-312026-05-05

Sponsored

PNC PNC FINL SVCS GROUP INC4.0K shares-2.43%2026-03-312026-05-05

SLV ISHARES SILVER TR11.8K shares-34.46%2026-03-312026-05-05

VUG VANGUARD INDEX FDS1.8K shares-38.21%2026-03-312026-05-05

LOW LOWES COS INC3.4K shares0.00%2026-03-312026-05-05

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.0K shares-2.17%2026-03-312026-05-05

BAC BANK AMERICA CORP15.6K shares-10.91%2026-03-312026-05-05

PLTR PALANTIR TECHNOLOGIES INC4.9K shares-19.25%2026-03-312026-05-05

NEAR ISHARES U S ETF TR14.0K shares46.59%2026-03-312026-05-05

Sponsored

COP CONOCOPHILLIPS5.3K shares-3.30%2026-03-312026-05-05

KO COCA COLA CO9.1K shares-6.86%2026-03-312026-05-05

AMD ADVANCED MICRO DEVICES INC3.3K shares-23.87%2026-03-312026-05-05

IVW ISHARES TR6.0K shares-1.47%2026-03-312026-05-05

GEV GE VERNOVA INC776 shares14.45%2026-03-312026-05-05

AFG AMERICAN FINANCIAL GROUP INC5.2K shares7.78%2026-03-312026-05-05

IWF ISHARES TR1.6K shares-1.08%2026-03-312026-05-05

MU MICRON TECHNOLOGY INC2.0K shares-91.52%2026-03-312026-05-05

Sponsored

ADP AUTOMATIC DATA PROCESSING IN3.2K shares-81.57%2026-03-312026-05-05

IWB ISHARES TR1.8K shares0.00%2026-03-312026-05-05

IQLT ISHARES TR13.9K shares-85.33%2026-03-312026-05-05

ISHARES GOLD TR ISHARES GOLD TR7.2K shares-0.56%2026-03-312026-05-05

PSX PHILLIPS 663.5K shares0.00%2026-03-312026-05-05

NUE NUCOR CORP3.7K shares-88.61%2026-03-312026-05-05

TRV TRAVELERS COMPANIES INC2.0K shares-14.61%2026-03-312026-05-05

CSCO CISCO SYS INC7.6K shares-4.85%2026-03-312026-05-05

Sponsored

ITW ILLINOIS TOOL WKS INC2.2K shares0.59%2026-03-312026-05-05

HAL HALLIBURTON CO14.4K shares0.00%2026-03-312026-05-05

PAVE GLOBAL X FDS10.9K shares-1.32%2026-03-312026-05-05

NOC NORTHROP GRUMMAN CORP774 shares-1.28%2026-03-312026-05-05

CENCORA INC CENCORA INC1.6K shares0.00%2026-03-312026-05-05

WMS ADVANCED DRAIN SYS INC DEL3.6K shares0.03%2026-03-312026-05-05

IVE ISHARES TR2.3K shares-0.47%2026-03-312026-05-05

PM PHILIP MORRIS INTL INC2.8K shares-26.52%2026-03-312026-05-05

Sponsored

URA GLOBAL X FDS9.4K shares0.00%2026-03-312026-05-05

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.3K shares0.00%2026-03-312026-05-05

MMC MARSH & MCLENNAN COS INC2.2K shares0.00%2026-03-312026-05-05

ON ON SEMICONDUCTOR CORP7.0K shares-6.88%2026-03-312026-05-05

TMO THERMO FISHER SCIENTIFIC INC877 shares-10.87%2026-03-312026-05-05

KYN KAYNE ANDERSON ENERGY INFRST30.0K shares0.00%2026-03-312026-05-05

BA BOEING CO2.1K shares11.37%2026-03-312026-05-05

VZ VERIZON COMMUNICATIONS INC8.3K shares-13.29%2026-03-312026-05-05

Sponsored

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC4.1K shares-26.10%2026-03-312026-05-05

MUB ISHARES TR3.7K shares1.14%2026-03-312026-05-05

TIP ISHARES TR3.6K shares-5.61%2026-03-312026-05-05

IWM ISHARES TR1.6K shares-25.29%2026-03-312026-05-05

SMLF ISHARES TR5.1K shares-47.71%2026-03-312026-05-05

SCHW SCHWAB CHARLES CORP4.1K shares-28.80%2026-03-312026-05-05

MEDP MEDPACE HLDGS INC785 shares1.55%2026-03-312026-05-05

BSX BOSTON SCIENTIFIC CORP5.8K shares-27.33%2026-03-312026-05-05

Sponsored

BWA BORGWARNER INC6.8K shares0.00%2026-03-312026-05-05

ITA ISHARES TR1.6K shares0.00%2026-03-312026-05-05

VYM VANGUARD WHITEHALL FDS2.4K shares-14.43%2026-03-312026-05-05

NKE NIKE INC6.7K shares-16.93%2026-03-312026-05-05

IMCG ISHARES TR4.4K shares0.00%2026-03-312026-05-05

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.7K shares-86.70%2026-03-312026-05-05

MO ALTRIA GROUP INC5.1K shares-23.93%2026-03-312026-05-05

KR KROGER CO4.2K shares-56.60%2026-03-312026-05-05

Sponsored

GLW CORNING INC4.1K shares-4.05%2026-03-312026-05-05

CNO CNO FINL GROUP INC7.3K shares-91.10%2026-03-312026-05-05

AEP AMERICAN ELEC PWR CO INC2.3K shares1.47%2026-03-312026-05-05

TXN TEXAS INSTRS INC1.5K shares-22.77%2026-03-312026-05-05

IBDT ISHARES TR11.5K shares0.00%2026-03-312026-05-05

DHR DANAHER CORP DEL1.5K shares0.00%2026-03-312026-05-05

KMB KIMBERLY-CLARK CORP2.9K shares11.13%2026-03-312026-05-05

OXY OCCIDENTAL PETE CORP4.3K sharesnew addition2026-03-312026-05-05

Sponsored

ADI ANALOG DEVICES INC884 shares0.00%2026-03-312026-05-05

GWW WW GRAINGER INC251 shares0.00%2026-03-312026-05-05

ECL ECOLAB INC1.0K shares-32.07%2026-03-312026-05-05

MS MORGAN STANLEY1.6K shares-53.25%2026-03-312026-05-05

NVS NOVARTIS AG1.7K shares-14.73%2026-03-312026-05-05

VHT VANGUARD WORLD FD941 shares-1.05%2026-03-312026-05-05

CARR CARRIER GLOBAL CORPORATION4.5K shares0.00%2026-03-312026-05-05

FI FISERV INC4.6K shares0.00%2026-03-312026-05-05

Sponsored

T AT&T INC8.6K shares0.77%2026-03-312026-05-05

IBDW ISHARES TR11.8K shares0.00%2026-03-312026-05-05

IBDX ISHARES TR9.7K shares0.00%2026-03-312026-05-05

FDX FEDEX CORP675 shares-6.90%2026-03-312026-05-05

SOXX ISHARES TR720 shares0.00%2026-03-312026-05-05

CMS CMS ENERGY CORP3.0K shares-24.69%2026-03-312026-05-05

SBUX STARBUCKS CORP2.5K shares-5.85%2026-03-312026-05-05

MEDTRONIC PLC MEDTRONIC PLC2.6K shares-8.85%2026-03-312026-05-05

Sponsored

VB VANGUARD INDEX FDS848 shares-47.62%2026-03-312026-05-05

XLB SELECT SECTOR SPDR TR4.4K shares-12.04%2026-03-312026-05-05

EW EDWARDS LIFESCIENCES CORP2.7K shares1.28%2026-03-312026-05-05

IBDR ISHARES TR8.7K shares-98.88%2026-03-312026-05-05

A AGILENT TECHNOLOGIES INC1.8K shares0.00%2026-03-312026-05-05

FITB FIFTH THIRD BANCORP4.3K shares-30.61%2026-03-312026-05-05

IBRX IMMUNITYBIO INC14.2K sharesnew addition2026-03-312026-05-05

GRAB GRAB HOLDINGS LIMITED12.0K shares0.00%2026-03-312026-05-05

Sponsored

BLNE BEELINE HOLDINGS INC12.0K shares-7.69%2026-03-312026-05-05

MAINZ BIOMED N V MAINZ BIOMED N V15.0K shares0.00%2026-03-312026-05-05

SGOV

ISHARES TR

638.94%

Shares637.0K

Event2026-03-31

Filed2026-05-05

PYLD

PIMCO ETF TR

New

Shares2.3M

Event2026-03-31

Filed2026-05-05

VEA

VANGUARD TAX-MANAGED FDS

8.40%

Shares792.2K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

-1.75%

Shares145.1K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

0.16%

Shares88.6K

Event2026-03-31

Filed2026-05-05

ILF

ISHARES TR

46.20%

Shares801.2K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

4.61%

Shares85.7K

Event2026-03-31

Filed2026-05-05

PROCTER & GAMBLE CO

-6.22%

Shares163.6K

Event2026-03-31

Filed2026-05-05

DBND

DOUBLELINE ETF TRUST

296.46%

Shares496.1K

Event2026-03-31

Filed2026-05-05

JPM

JPMORGAN CHASE & CO

-3.01%

Shares71.3K

Event2026-03-31

Filed2026-05-05

SCHO

SCHWAB STRATEGIC TR

8.12%

Shares859.9K

Event2026-03-31

Filed2026-05-05

TOTL

SSGA ACTIVE ETF TR

161.71%

Shares513.9K

Event2026-03-31

Filed2026-05-05

USMV

ISHARES TR

-1.60%

Shares218.6K

Event2026-03-31

Filed2026-05-05

VGK

VANGUARD INTL EQUITY INDEX F

2.39%

Shares242.5K

Event2026-03-31

Filed2026-05-05

LLY

ELI LILLY & CO

-1.70%

Shares21.7K

Event2026-03-31

Filed2026-05-05

IBTH

ISHARES TR

2.62%

Shares872.1K

Event2026-03-31

Filed2026-05-05

IBTI

ISHARES TR

2.90%

Shares870.4K

Event2026-03-31

Filed2026-05-05

BROADCOM INC

-3.83%

Shares57.9K

Event2026-03-31

Filed2026-05-05

IBTJ

ISHARES TR

3.20%

Shares797.7K

Event2026-03-31

Filed2026-05-05

IBTK

ISHARES TR

4.15%

Shares851.4K

Event2026-03-31

Filed2026-05-05

VIG

VANGUARD SPECIALIZED FUNDS

-2.29%

Shares74.3K

Event2026-03-31

Filed2026-05-05

QUAL

ISHARES TR

-36.68%

Shares80.2K

Event2026-03-31

Filed2026-05-05

MTUM

ISHARES TR

-4.07%

Shares61.6K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

6.94%

Shares76.3K

Event2026-03-31

Filed2026-05-05

IJH

ISHARES TR

-70.97%

Shares194.4K

Event2026-03-31

Filed2026-05-05

DGRO

ISHARES TR

-1.20%

Shares177.9K

Event2026-03-31

Filed2026-05-05

MPC

MARATHON PETE CORP

19.03%

Shares48.9K

Event2026-03-31

Filed2026-05-05

CRAK

VANECK ETF TRUST

135.49%

Shares233.4K

Event2026-03-31

Filed2026-05-05

ABBV

ABBVIE INC

-1.63%

Shares47.3K

Event2026-03-31

Filed2026-05-05

COST

COSTCO WHOLESALE CORPORATION

-2.49%

Shares10.3K

Event2026-03-31

Filed2026-05-05

FNDF

SCHWAB STRATEGIC TR

20.87%

Shares197.3K

Event2026-03-31

Filed2026-05-05

WMT

WALMART INC

-12.35%

Shares76.5K

Event2026-03-31

Filed2026-05-05

DGRW

WISDOMTREE TR

-12.08%

Shares105.6K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

89.67%

Shares44.4K

Event2026-03-31

Filed2026-05-05

META

META PLATFORMS INC

4.92%

Shares15.7K

Event2026-03-31

Filed2026-05-05

FXI

ISHARES TR

-0.46%

Shares248.7K

Event2026-03-31

Filed2026-05-05

WASTE MGMT INC DEL

0.72%

Shares36.7K

Event2026-03-31

Filed2026-05-05

GE AEROSPACE

-5.90%

Shares29.4K

Event2026-03-31

Filed2026-05-05

XLV

SELECT SECTOR SPDR TR

16.96%

Shares54.1K

Event2026-03-31

Filed2026-05-05

XLK

SELECT SECTOR SPDR TR

-8.07%

Shares59.4K

Event2026-03-31

Filed2026-05-05

TJX

TJX COS INC NEW

2.21%

Shares45.1K

Event2026-03-31

Filed2026-05-05

GLD

SPDR GOLD TR

-31.18%

Shares16.5K

Event2026-03-31

Filed2026-05-05

CASY

CASEYS GEN STORES INC

5.24%

Shares9.3K

Event2026-03-31

Filed2026-05-05

XOM

EXXON MOBIL CORP

-17.64%

Shares39.8K

Event2026-03-31

Filed2026-05-05

JBS

JBS N.V.

-5.33%

Shares367.9K

Event2026-03-31

Filed2026-05-05

CTAS

CINTAS CORP

6.14%

Shares38.3K

Event2026-03-31

Filed2026-05-05

FNDX

SCHWAB STRATEGIC TR

-10.16%

Shares232.1K

Event2026-03-31

Filed2026-05-05

INVESCO EXCHANGE TRADED FD T

-7.62%

Shares135.4K

Event2026-03-31

Filed2026-05-05

EWH

ISHARES INC

-32.85%

Shares276.2K

Event2026-03-31

Filed2026-05-05

EWT

ISHARES INC

-12.53%

Shares89.6K

Event2026-03-31

Filed2026-05-05

AAXJ

ISHARES TR

-8.37%

Shares66.0K

Event2026-03-31

Filed2026-05-05

NEE

NEXTERA ENERGY INC

-2.87%

Shares68.2K

Event2026-03-31

Filed2026-05-05

LINC

LINCOLN EDL SVCS CORP

-38.30%

Shares155.3K

Event2026-03-31

Filed2026-05-05

RRC

RANGE RES CORP

21.17%

Shares136.3K

Event2026-03-31

Filed2026-05-05

JNJ

JOHNSON & JOHNSON

-10.00%

Shares25.2K

Event2026-03-31

Filed2026-05-05

VISA INC

-5.62%

Shares19.7K

Event2026-03-31

Filed2026-05-05

LMT

LOCKHEED MARTIN CORP

0.05%

Shares9.6K

Event2026-03-31

Filed2026-05-05

XMHQ

INVESCO EXCHANGE TRADED FD T

12.69%

Shares55.6K

Event2026-03-31

Filed2026-05-05

HOME DEPOT INC

1.15%

Shares17.0K

Event2026-03-31

Filed2026-05-05

EWJ

ISHARES INC

-0.12%

Shares64.1K

Event2026-03-31

Filed2026-05-05

AMP

AMERIPRISE FINL INC

-0.28%

Shares12.2K

Event2026-03-31

Filed2026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

-6.11%

Shares8.3K

Event2026-03-31

Filed2026-05-05

VLO

VALERO ENERGY CORP

23.31%

Shares21.7K

Event2026-03-31

Filed2026-05-05

IVV

ISHARES TR

-22.19%

Shares8.1K

Event2026-03-31

Filed2026-05-05

RTX

RTX CORPORATION

116.83%

Shares26.7K

Event2026-03-31

Filed2026-05-05

IJR

ISHARES TR

-36.03%

Shares41.3K

Event2026-03-31

Filed2026-05-05

CVX

CHEVRON CORPORATION

-22.41%

Shares24.4K

Event2026-03-31

Filed2026-05-05

CSX

CSX CORP

-15.79%

Shares119.8K

Event2026-03-31

Filed2026-05-05

VGSH

VANGUARD SCOTTSDALE FDS

-25.59%

Shares83.2K

Event2026-03-31

Filed2026-05-05

JOE

ST JOE CO

-0.13%

Shares75.8K

Event2026-03-31

Filed2026-05-05

GOLDMAN SACHS GROUP INC

-12.21%

Shares5.5K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

0.30%

Shares15.1K

Event2026-03-31

Filed2026-05-05

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares6

Event2026-03-31

Filed2026-05-05

AEM

AGNICO EAGLE MINES LTD

-18.54%

Shares20.9K

Event2026-03-31

Filed2026-05-05

AXP

AMERICAN EXPRESS CO

-3.50%

Shares13.9K

Event2026-03-31

Filed2026-05-05

CINF

CINCINNATI FINL CORP

-0.75%

Shares26.6K

Event2026-03-31

Filed2026-05-05

MCD

MCDONALDS CORP

-1.75%

Shares13.5K

Event2026-03-31

Filed2026-05-05

INVESCO QQQ TR

-4.43%

Shares7.1K

Event2026-03-31

Filed2026-05-05

LPRE

EXCHANGE LISTED FDS TR

New

Shares157.6K

Event2026-03-31

Filed2026-05-05

SNA

SNAP ON INC

0.45%

Shares10.6K

Event2026-03-31

Filed2026-05-05

JACOBS SOLUTIONS INC

-6.78%

Shares29.8K

Event2026-03-31

Filed2026-05-05

PPC

PILGRIMS PRIDE CORP

832.49%

Shares96.8K

Event2026-03-31

Filed2026-05-05

AMAT

APPLIED MATLS INC

-19.83%

Shares10.6K

Event2026-03-31

Filed2026-05-05

WEC ENERGY GROUP INC

-1.53%

Shares30.3K

Event2026-03-31

Filed2026-05-05

AJG

GALLAGHER ARTHUR J & CO

-6.58%

Shares15.8K

Event2026-03-31

Filed2026-05-05

CPA

COPA HOLDINGS SA

New

Shares30.1K

Event2026-03-31

Filed2026-05-05

LGLV

SPDR SERIES TRUST

-12.94%

Shares18.9K

Event2026-03-31

Filed2026-05-05

CAT

CATERPILLAR INC

-7.79%

Shares4.7K

Event2026-03-31

Filed2026-05-05

CME

CME GROUP INC

-10.01%

Shares11.0K

Event2026-03-31

Filed2026-05-05

SAP

SAP SE

976.78%

Shares17.7K

Event2026-03-31

Filed2026-05-05

DLY

DOUBLELINE YIELD OPPORTUNITI

0.94%

Shares198.8K

Event2026-03-31

Filed2026-05-05

BERKSHIRE HATHAWAY INC DEL

-14.95%

Shares5.7K

Event2026-03-31

Filed2026-05-05

MERCK & CO INC

0.92%

Shares23.7K

Event2026-03-31

Filed2026-05-05

MOS

MOSAIC CO

New

Shares106.3K

Event2026-03-31

Filed2026-05-05

SQM

SOCIEDAD QUIMICA Y MINERA DE

21.32%

Shares32.8K

Event2026-03-31

Filed2026-05-05

STOT

SSGA ACTIVE TR

-63.17%

Shares56.1K

Event2026-03-31

Filed2026-05-05

FTXG

FIRST TR EXCHANGE TRADED FD

New

Shares116.4K

Event2026-03-31

Filed2026-05-05

DBL

DOUBLELINE OPPORTUNISTIC CR

1.13%

Shares173.4K

Event2026-03-31

Filed2026-05-05

DSL

DOUBLELINE INCOME SOLUTIONS

1.11%

Shares231.5K

Event2026-03-31

Filed2026-05-05

KLAC

KLA CORP

47.42%

Shares1.7K

Event2026-03-31

Filed2026-05-05

MELI

MERCADOLIBRE INC

New

Shares1.4K

Event2026-03-31

Filed2026-05-05

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-0.18%

Shares7.1K

Event2026-03-31

Filed2026-05-05

MLPX

GLOBAL X FDS

New

Shares31.4K

Event2026-03-31

Filed2026-05-05

UNP

UNION PAC CORP

-2.91%

Shares9.2K

Event2026-03-31

Filed2026-05-05

AMGN

AMGEN INC

-9.03%

Shares6.3K

Event2026-03-31

Filed2026-05-05

IBM

INTERNATIONAL BUSINESS MACHS

-37.48%

Shares8.9K

Event2026-03-31

Filed2026-05-05

VEU

VANGUARD INTL EQUITY INDEX F

-10.15%

Shares28.5K

Event2026-03-31

Filed2026-05-05

MCHI

ISHARES TR

-80.40%

Shares37.4K

Event2026-03-31

Filed2026-05-05

ORCL

ORACLE CORP

-8.45%

Shares13.5K

Event2026-03-31

Filed2026-05-05

USB

US BANCORP

-3.72%

Shares32.7K

Event2026-03-31

Filed2026-05-05

DEERE & CO

-8.28%

Shares3.0K

Event2026-03-31

Filed2026-05-05

EMR

EMERSON ELEC CO

-0.16%

Shares12.4K

Event2026-03-31

Filed2026-05-05

MASTERCARD INCORPORATED

16.67%

Shares3.2K

Event2026-03-31

Filed2026-05-05

XLF

SELECT SECTOR SPDR TR

3.18%

Shares32.5K

Event2026-03-31

Filed2026-05-05

ABT

ABBOTT LABORATORIES

-6.75%

Shares15.6K

Event2026-03-31

Filed2026-05-05

CHUBB LTD SWITZ

-0.66%

Shares4.8K

Event2026-03-31

Filed2026-05-05

EFA

ISHARES TR

0.39%

Shares15.5K

Event2026-03-31

Filed2026-05-05

VTI

VANGUARD INDEX FDS

-8.86%

Shares4.6K

Event2026-03-31

Filed2026-05-05

ROK

ROCKWELL AUTOMATION INC

-24.75%

Shares4.1K

Event2026-03-31

Filed2026-05-05

SYK

STRYKER CORPORATION

13.93%

Shares4.4K

Event2026-03-31

Filed2026-05-05

NSC

NORFOLK SOUTHN CORP

-10.63%

Shares5.0K

Event2026-03-31

Filed2026-05-05

TSLA

TESLA INC

-3.73%

Shares3.8K

Event2026-03-31

Filed2026-05-05

EATON CORP PLC

-15.37%

Shares3.9K

Event2026-03-31

Filed2026-05-05

VTV

VANGUARD INDEX FDS

-1.18%

Shares7.0K

Event2026-03-31

Filed2026-05-05

INTC

INTEL CORP

-8.77%

Shares31.2K

Event2026-03-31

Filed2026-05-05

MDY

STATE STR SPDR S&P MIDCAP 40

-2.44%

Shares2.2K

Event2026-03-31

Filed2026-05-05

PEP

PEPSICO INC

-6.59%

Shares8.4K

Event2026-03-31

Filed2026-05-05

XLE

SELECT SECTOR SPDR TR

-5.46%

Shares21.2K

Event2026-03-31

Filed2026-05-05

BND

VANGUARD BD INDEX FDS

-96.92%

Shares16.9K

Event2026-03-31

Filed2026-05-05

XLI

SELECT SECTOR SPDR TR

-1.91%

Shares7.7K

Event2026-03-31

Filed2026-05-05

SPOT

SPOTIFY TECHNOLOGY S A

51.81%

Shares2.6K

Event2026-03-31

Filed2026-05-05

BANK NEW YORK MELLON CORP

-5.44%

Shares10.1K

Event2026-03-31

Filed2026-05-05

IBDU

ISHARES TR

0.00%

Shares50.1K

Event2026-03-31

Filed2026-05-05

MSI

MOTOROLA SOLUTIONS INC

-0.56%

Shares2.7K

Event2026-03-31

Filed2026-05-05

VGT

VANGUARD WORLD FD

-3.03%

Shares1.6K

Event2026-03-31

Filed2026-05-05

BMY

BRISTOL-MYERS SQUIBB CO

-3.97%

Shares16.9K

Event2026-03-31

Filed2026-05-05

MCHP

MICROCHIP TECHNOLOGY INC.

-1.70%

Shares15.6K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

-19.60%

Shares3.5K

Event2026-03-31

Filed2026-05-05

DVY

ISHARES TR

-33.53%

Shares6.4K

Event2026-03-31

Filed2026-05-05

BOXX

EA SERIES TRUST

-64.16%

Shares8.4K

Event2026-03-31

Filed2026-05-05

SPTM

SPDR SERIES TRUST

-73.89%

Shares12.2K

Event2026-03-31

Filed2026-05-05

SHY

ISHARES TR

-56.43%

Shares11.6K

Event2026-03-31

Filed2026-05-05

XLY

SELECT SECTOR SPDR TR

0.00%

Shares8.5K

Event2026-03-31

Filed2026-05-05

XMMO

INVESCO EXCHANGE TRADED FD T

-42.98%

Shares6.5K

Event2026-03-31

Filed2026-05-05

ANTERO RESOURCES CORP

-15.30%

Shares22.0K

Event2026-03-31

Filed2026-05-05

HON

HONEYWELL INTL INC

0.37%

Shares4.0K

Event2026-03-31

Filed2026-05-05

DIS

DISNEY WALT CO

-8.38%

Shares9.2K

Event2026-03-31

Filed2026-05-05

PFE

PFIZER INC

-19.45%

Shares31.8K

Event2026-03-31

Filed2026-05-05

NDAQ

NASDAQ INC

6.77%

Shares10.3K

Event2026-03-31

Filed2026-05-05

ISRG

INTUITIVE SURGICAL INC

38.09%

Shares1.9K

Event2026-03-31

Filed2026-05-05

SOUTHERN CO

0.66%

Shares8.9K

Event2026-03-31

Filed2026-05-05

DUKE ENERGY CORP NEW

-13.57%

Shares6.6K

Event2026-03-31

Filed2026-05-05

PNC

PNC FINL SVCS GROUP INC

-2.43%

Shares4.0K

Event2026-03-31

Filed2026-05-05

SLV

ISHARES SILVER TR

-34.46%

Shares11.8K

Event2026-03-31

Filed2026-05-05

VUG

VANGUARD INDEX FDS

-38.21%

Shares1.8K

Event2026-03-31

Filed2026-05-05

LOW

LOWES COS INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-05

INVESCO EXCHANGE TRADED FD T

-2.17%

Shares4.0K

Event2026-03-31

Filed2026-05-05

BAC

BANK AMERICA CORP

-10.91%

Shares15.6K

Event2026-03-31

Filed2026-05-05

PLTR

PALANTIR TECHNOLOGIES INC

-19.25%

Shares4.9K

Event2026-03-31

Filed2026-05-05

NEAR

ISHARES U S ETF TR

46.59%

Shares14.0K

Event2026-03-31

Filed2026-05-05

COP

CONOCOPHILLIPS

-3.30%

Shares5.3K

Event2026-03-31

Filed2026-05-05

COCA COLA CO

-6.86%

Shares9.1K

Event2026-03-31

Filed2026-05-05

AMD

ADVANCED MICRO DEVICES INC

-23.87%

Shares3.3K

Event2026-03-31

Filed2026-05-05

IVW

ISHARES TR

-1.47%

Shares6.0K

Event2026-03-31

Filed2026-05-05

GEV

GE VERNOVA INC

14.45%

Shares776

Event2026-03-31

Filed2026-05-05

AFG

AMERICAN FINANCIAL GROUP INC

7.78%

Shares5.2K

Event2026-03-31

Filed2026-05-05

IWF

ISHARES TR

-1.08%

Shares1.6K

Event2026-03-31

Filed2026-05-05

MICRON TECHNOLOGY INC

-91.52%

Shares2.0K

Event2026-03-31

Filed2026-05-05

ADP

AUTOMATIC DATA PROCESSING IN

-81.57%

Shares3.2K

Event2026-03-31

Filed2026-05-05

IWB

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-05

IQLT

ISHARES TR

-85.33%

Shares13.9K

Event2026-03-31

Filed2026-05-05

ISHARES GOLD TR

-0.56%

Shares7.2K

Event2026-03-31

Filed2026-05-05

PSX

PHILLIPS 66

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-05

NUE

NUCOR CORP

-88.61%

Shares3.7K

Event2026-03-31

Filed2026-05-05

TRV

TRAVELERS COMPANIES INC

-14.61%

Shares2.0K

Event2026-03-31

Filed2026-05-05

CSCO

CISCO SYS INC

-4.85%

Shares7.6K

Event2026-03-31

Filed2026-05-05

ITW

ILLINOIS TOOL WKS INC

0.59%

Shares2.2K

Event2026-03-31

Filed2026-05-05

HAL

HALLIBURTON CO

0.00%

Shares14.4K

Event2026-03-31

Filed2026-05-05

PAVE

GLOBAL X FDS

-1.32%

Shares10.9K

Event2026-03-31

Filed2026-05-05

NOC

NORTHROP GRUMMAN CORP

-1.28%

Shares774

Event2026-03-31

Filed2026-05-05

CENCORA INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-05

WMS

ADVANCED DRAIN SYS INC DEL

0.03%

Shares3.6K

Event2026-03-31

Filed2026-05-05

IVE

ISHARES TR

-0.47%

Shares2.3K

Event2026-03-31

Filed2026-05-05

PHILIP MORRIS INTL INC

-26.52%

Shares2.8K

Event2026-03-31

Filed2026-05-05

URA

GLOBAL X FDS

0.00%

Shares9.4K

Event2026-03-31

Filed2026-05-05

GENERAL DYNAMICS CORP

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-05

MMC

MARSH & MCLENNAN COS INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-05

ON SEMICONDUCTOR CORP

-6.88%

Shares7.0K

Event2026-03-31

Filed2026-05-05

TMO

THERMO FISHER SCIENTIFIC INC

-10.87%

Shares877

Event2026-03-31

Filed2026-05-05

KYN

KAYNE ANDERSON ENERGY INFRST

0.00%

Shares30.0K

Event2026-03-31

Filed2026-05-05

BOEING CO

11.37%

Shares2.1K

Event2026-03-31

Filed2026-05-05

VERIZON COMMUNICATIONS INC

-13.29%

Shares8.3K

Event2026-03-31

Filed2026-05-05

MARVELL TECHNOLOGY INC

-26.10%

Shares4.1K

Event2026-03-31

Filed2026-05-05

MUB

ISHARES TR

1.14%

Shares3.7K

Event2026-03-31

Filed2026-05-05

TIP

ISHARES TR

-5.61%

Shares3.6K

Event2026-03-31

Filed2026-05-05

IWM

ISHARES TR

-25.29%

Shares1.6K

Event2026-03-31

Filed2026-05-05

SMLF

ISHARES TR

-47.71%

Shares5.1K

Event2026-03-31

Filed2026-05-05

SCHW

SCHWAB CHARLES CORP

-28.80%

Shares4.1K

Event2026-03-31

Filed2026-05-05

MEDP

MEDPACE HLDGS INC

1.55%

Shares785

Event2026-03-31

Filed2026-05-05

BSX

BOSTON SCIENTIFIC CORP

-27.33%

Shares5.8K

Event2026-03-31

Filed2026-05-05

BWA

BORGWARNER INC

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-05

ITA

ISHARES TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-05

VYM

VANGUARD WHITEHALL FDS

-14.43%

Shares2.4K

Event2026-03-31

Filed2026-05-05

NKE

NIKE INC

-16.93%

Shares6.7K

Event2026-03-31

Filed2026-05-05

IMCG

ISHARES TR

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-05

ACCENTURE PLC IRELAND

-86.70%

Shares1.7K

Event2026-03-31

Filed2026-05-05

ALTRIA GROUP INC

-23.93%

Shares5.1K

Event2026-03-31

Filed2026-05-05

KROGER CO

-56.60%

Shares4.2K

Event2026-03-31

Filed2026-05-05

GLW

CORNING INC

-4.05%

Shares4.1K

Event2026-03-31

Filed2026-05-05

CNO

CNO FINL GROUP INC

-91.10%

Shares7.3K

Event2026-03-31

Filed2026-05-05

AEP

AMERICAN ELEC PWR CO INC

1.47%

Shares2.3K

Event2026-03-31

Filed2026-05-05

TXN

TEXAS INSTRS INC

-22.77%

Shares1.5K

Event2026-03-31

Filed2026-05-05

IBDT

ISHARES TR

0.00%

Shares11.5K

Event2026-03-31

Filed2026-05-05

DHR

DANAHER CORP DEL

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-05

KMB

KIMBERLY-CLARK CORP

11.13%

Shares2.9K

Event2026-03-31

Filed2026-05-05

OXY

OCCIDENTAL PETE CORP

New

Shares4.3K

Event2026-03-31

Filed2026-05-05

ADI

ANALOG DEVICES INC

0.00%

Shares884

Event2026-03-31

Filed2026-05-05

GWW

WW GRAINGER INC

0.00%

Shares251

Event2026-03-31

Filed2026-05-05

ECL

ECOLAB INC

-32.07%

Shares1.0K

Event2026-03-31

Filed2026-05-05

MORGAN STANLEY

-53.25%

Shares1.6K

Event2026-03-31

Filed2026-05-05

NVS

NOVARTIS AG

-14.73%

Shares1.7K

Event2026-03-31

Filed2026-05-05

VHT

VANGUARD WORLD FD

-1.05%

Shares941

Event2026-03-31

Filed2026-05-05

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-05

FISERV INC

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-05

AT&T INC

0.77%

Shares8.6K

Event2026-03-31

Filed2026-05-05

IBDW

ISHARES TR

0.00%

Shares11.8K

Event2026-03-31

Filed2026-05-05

IBDX

ISHARES TR

0.00%

Shares9.7K

Event2026-03-31

Filed2026-05-05

FDX

FEDEX CORP

-6.90%

Shares675

Event2026-03-31

Filed2026-05-05

SOXX

ISHARES TR

0.00%

Shares720

Event2026-03-31

Filed2026-05-05

CMS

CMS ENERGY CORP

-24.69%

Shares3.0K

Event2026-03-31

Filed2026-05-05

SBUX

STARBUCKS CORP

-5.85%

Shares2.5K

Event2026-03-31

Filed2026-05-05

MEDTRONIC PLC

-8.85%

Shares2.6K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

-47.62%

Shares848

Event2026-03-31

Filed2026-05-05

XLB

SELECT SECTOR SPDR TR

-12.04%

Shares4.4K

Event2026-03-31

Filed2026-05-05

EDWARDS LIFESCIENCES CORP

1.28%

Shares2.7K

Event2026-03-31

Filed2026-05-05

IBDR

ISHARES TR

-98.88%

Shares8.7K

Event2026-03-31

Filed2026-05-05

AGILENT TECHNOLOGIES INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-05

FITB

FIFTH THIRD BANCORP

-30.61%

Shares4.3K

Event2026-03-31

Filed2026-05-05

IBRX

IMMUNITYBIO INC

New

Shares14.2K

Event2026-03-31

Filed2026-05-05

GRAB

GRAB HOLDINGS LIMITED

0.00%

Shares12.0K

Event2026-03-31

Filed2026-05-05

BLNE

BEELINE HOLDINGS INC

-7.69%

Shares12.0K

Event2026-03-31

Filed2026-05-05

MAINZ BIOMED N V

0.00%

Shares15.0K

Event2026-03-31

Filed2026-05-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

INVESCO QQQ TR Put PutINVESCO QQQ TR1.4K sharesnew addition2026-03-312026-05-05

STATE STR SPDR S&P 500 ETF T Put PutSTATE STR SPDR S&P 500 ETF T822 sharesnew addition2026-03-312026-05-05

INVESCO QQQ TR Put

INVESCO QQQ TR

New

Shares1.4K

Event2026-03-31

Filed2026-05-05

STATE STR SPDR S&P 500 ETF T Put

STATE STR SPDR S&P 500 ETF T

New

Shares822

Event2026-03-31

Filed2026-05-05