Sponsored
The Analysis of KERR FINANCIAL PLANNING Corp's Holdings & P&L
Currently, KERR FINANCIAL PLANNING Corp holds 522 types of securities in its portfolio with a total value $81.4M. In the most recent quarter, they have increased their positions in N/A (+7.7K shares, valued at $5.0M), UMBF (+5.0K shares, valued at $629.3K), ARKK (+5.1K shares, valued at $384.9K); decreased their positions in SMH (-2.3K shares, valued at $1.1M), N/A (-1.1K shares, valued at $694.5K), USMV (-5.8K shares, valued at $544.5K); initiated new positions in N/A (+7.7K shares, valued at $5.0M), IDEF (+3.9K shares, valued at $125.9K), N/A (+1.7K shares, valued at $107.4K).
1M P&L
+3.5M+4.69%
3M P&L
-2.1M-2.61%
HY P&L
-1.1M-1.42%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A30.6M
44.1%
2Semiconductors8.6M
12.4%
3Auto Manufacturers4.4M
6.3%
Top Industries by Stock Count
1N/A179 stocks
38.7%
2Software - Infrastructure13 stocks
2.8%
3Software - Application12 stocks
2.6%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
ALPS O'SHARES U.S. QUALITY DIVIDEND ETF SHARES ALPS O'SHARES U.S. QUALITY DIVIDEND ETF SHARES8.4K shares0.38%2026-03-312026-04-29
ARM ARM HLDGS PLC EQUITY A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS2.4K shares-9.35%2026-03-312026-04-29
Sponsored
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND4.5K shares-1.01%2026-03-312026-04-29
VANGUARD VALUE INDEX FUND ETF SHARES VANGUARD VALUE INDEX FUND ETF SHARES1.9K shares-50.39%2026-03-312026-04-29
Sponsored
Sponsored
Sponsored
ISHARES EDGE MSCI INTL VALUE FACTOR ETF ISHARES EDGE MSCI INTL VALUE FACTOR ETF5.9K shares-11.24%2026-03-312026-04-29
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
BRRR VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES1.3K shares1685.71%2026-03-312026-04-29
Sponsored
Sponsored
PROSHARES NASDAQ-100 DORSEY WRIGHT MOMENTUM ETF PROSHARES NASDAQ-100 DORSEY WRIGHT MOMENTUM ETF1.7K sharesnew addition2026-03-312026-04-29
Sponsored
Sponsored
Sponsored
Sponsored
GRAYSCALE BITCOIN MINI TRUST ETF GRAYSCALE BITCOIN MINI TRUST ETF2.0K shares-0.59%2026-03-312026-04-29
Sponsored
Sponsored
ISHARES U.S. AEROSPACE &DEFENSE ETF ISHARES U.S. AEROSPACE &DEFENSE ETF244 shares0.83%2026-03-312026-04-29
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES200 shares-50.00%2026-03-312026-04-29
Sponsored
Sponsored
Sponsored
VANGUARD LONG-TERM BOND INDEX FUND ETF SHARES VANGUARD LONG-TERM BOND INDEX FUND ETF SHARES369 shares0.00%2026-03-312026-04-29
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
GRAYSCALE ETHEREUM MINI STAKING ETF GRAYSCALE ETHEREUM MINI STAKING ETF885 shares0.00%2026-03-312026-04-29
Sponsored
Sponsored
Sponsored
ACCENTURE PLC IRELAND FCLASS CLASS A ACCENTURE PLC IRELAND FCLASS CLASS A82 shares0.00%2026-03-312026-04-29
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
APOLLO GLOBAL MGMT INC NCLASS CLASS A APOLLO GLOBAL MGMT INC NCLASS CLASS A64 shares1.59%2026-03-312026-04-29
Sponsored
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF62 sharesnew addition2026-03-312026-04-29
ALPS O'SHARES GLOBAL INTERNET GIANTS ETF SHARES ALPS O'SHARES GLOBAL INTERNET GIANTS ETF SHARES151 shares0.67%2026-03-312026-04-29
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
PORSCHE AUTOMOBIL HLDG FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS PORSCHE AUTOMOBIL HLDG FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS700 shares0.00%2026-03-312026-04-29
MERCEDES BENZ GROUP AG FUNSPONSORED ADR 1 ADR REP 0.25 ORD SHS MERCEDES BENZ GROUP AG FUNSPONSORED ADR 1 ADR REP 0.25 ORD SHS150 shares0.00%2026-03-312026-04-29
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
INVESCO QQQ TR
NewINVESCO QQQ TR
Shares7.7K
Event2026-03-31
Filed2026-04-29
NVDA
4.57%NVIDIA CORP
Shares22.3K
Event2026-03-31
Filed2026-04-29
TSLA
0.51%TESLA INC
Shares11.5K
Event2026-03-31
Filed2026-04-29
AAPL
0.62%APPLE INC
Shares14.6K
Event2026-03-31
Filed2026-04-29
AMZN
0.86%AMAZON.COM INC
Shares12.1K
Event2026-03-31
Filed2026-04-29
ARKK
17.19%ARK INNOVATION ETF
Shares34.8K
Event2026-03-31
Filed2026-04-29
IVV
6.43%ISHARES CORE S&P 500 ETF
Shares3.2K
Event2026-03-31
Filed2026-04-29
JEPI
8.80%JPMORGAN EQUITY PREMIUM INCOME ETF
Shares37.7K
Event2026-03-31
Filed2026-04-29
IYY
3.19%ISHARES DOW JONES U.S. ETF
Shares9.8K
Event2026-03-31
Filed2026-04-29
AMD
-0.24%ADVANCED MICRO DEVIC
Shares4.9K
Event2026-03-31
Filed2026-04-29
GRNY
5.10%FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
Shares59.2K
Event2026-03-31
Filed2026-04-29
PLTR
-6.77%PALANTIR TECHNOLOGIES INCLASS CLASS A
Shares10.7K
Event2026-03-31
Filed2026-04-29
IWY
4.02%ISHARES RUSSELL TOP 200 GROWTH ETF
Shares4.6K
Event2026-03-31
Filed2026-04-29
IUSB
11.09%ISHARES CORE UNIVERSAL USD BOND ETF
Shares25.6K
Event2026-03-31
Filed2026-04-29
SMH
-49.38%VANECK SEMICONDUCTOR ETF
Shares2.3K
Event2026-03-31
Filed2026-04-29
MSFT
2.19%MICROSOFT CORP
Shares2.2K
Event2026-03-31
Filed2026-04-29
ITOT
17.67%ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
Shares5.9K
Event2026-03-31
Filed2026-04-29
ALPHABET INC CLASS CLASS A
17.14%ALPHABET INC CLASS CLASS A
Shares2.6K
Event2026-03-31
Filed2026-04-29
META
32.65%META PLATFORMS INC CLASS CLASS A
Shares1.2K
Event2026-03-31
Filed2026-04-29
JPM
4.01%JPMORGAN CHASE & CO
Shares2.5K
Event2026-03-31
Filed2026-04-29
AGG
6.85%ISHARES CORE U.S. AGGREGATE BOND ETF
Shares7.4K
Event2026-03-31
Filed2026-04-29
MARVELL TECHNOLOGY INC
-4.93%MARVELL TECHNOLOGY INC
Shares4.8K
Event2026-03-31
Filed2026-04-29
AMAT
0.00%APPLIED MATLS INC
Shares1.9K
Event2026-03-31
Filed2026-04-29
RMBS
-23.90%RAMBUS INC DEL
Shares6.0K
Event2026-03-31
Filed2026-04-29
UMBF
2473.40%UMB FINL CORP
Shares5.2K
Event2026-03-31
Filed2026-04-29
USMV
-45.74%ISHARES MSCI USA MIN VOLFACTOR ETF
Shares6.9K
Event2026-03-31
Filed2026-04-29
VANGUARD S&P 500 ETF
-52.47%VANGUARD S&P 500 ETF
Shares964
Event2026-03-31
Filed2026-04-29
VRT
0.05%VERTIV HLDGS CO CLASS CLASS A
Shares2.0K
Event2026-03-31
Filed2026-04-29
XOM
6.92%EXXON MOBIL CORP
Shares3.8K
Event2026-03-31
Filed2026-04-29
XLE
-23.82%STATE STREET ENERGY SELECT SECTOR SPDR ETF
Shares9.6K
Event2026-03-31
Filed2026-04-29
IVE
-4.49%ISHARES S&P 500 VALUE ETF
Shares2.5K
Event2026-03-31
Filed2026-04-29
ALPHABET INC CLASS CLASS C
0.82%ALPHABET INC CLASS CLASS C
Shares1.6K
Event2026-03-31
Filed2026-04-29
COST
8.71%COSTCO WHSL CORP NEW
Shares549
Event2026-03-31
Filed2026-04-29
JQUA
0.00%JPMORGAN U.S. QUALITY FACTOR ETF
Shares8.2K
Event2026-03-31
Filed2026-04-29
CRWD
1.00%CROWDSTRIKE HLDGS INC CLASS CLASS A
Shares1.1K
Event2026-03-31
Filed2026-04-29
GLW
-0.38%CORNING INC
Shares3.1K
Event2026-03-31
Filed2026-04-29
ALPS O'SHARES U.S. QUALITY DIVIDEND ETF SHARES
0.38%ALPS O'SHARES U.S. QUALITY DIVIDEND ETF SHARES
Shares8.4K
Event2026-03-31
Filed2026-04-29
ARM
-9.35%ARM HLDGS PLC EQUITY A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS
Shares2.4K
Event2026-03-31
Filed2026-04-29
MTUM
-1.48%ISHARES MSCI USA MOMENTUM FACTOR ETF
Shares1.7K
Event2026-03-31
Filed2026-04-29
IWF
0.10%ISHARES RUSSELL 1000 FORWARD SPLIT WITH STOCK SPLIT SHARES
Shares983
Event2026-03-31
Filed2026-04-29
AFL
0.08%AFLAC INC
Shares3.7K
Event2026-03-31
Filed2026-04-29
SPY
-50.12%STATE STREET SPDR S&P 500 ETF TRUST
Shares600
Event2026-03-31
Filed2026-04-29
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
-1.01%PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
Shares4.5K
Event2026-03-31
Filed2026-04-29
FTCS
5.85%FIRST TRUST CAPITAL STRENGTH ETF
Shares4.4K
Event2026-03-31
Filed2026-04-29
RDVY
0.00%FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
Shares5.5K
Event2026-03-31
Filed2026-04-29
SRE
0.34%SEMPRA
Shares4.4K
Event2026-03-31
Filed2026-04-29
BERKSHIRE HATHAWAY CLASS B
1.10%BERKSHIRE HATHAWAY CLASS B
Shares830
Event2026-03-31
Filed2026-04-29
VANGUARD VALUE INDEX FUND ETF SHARES
-50.39%VANGUARD VALUE INDEX FUND ETF SHARES
Shares1.9K
Event2026-03-31
Filed2026-04-29
QUAL
-2.27%ISHARES MSCI USA QUALITYFACTOR ETF
Shares1.9K
Event2026-03-31
Filed2026-04-29
SCHG
0.06%SCHWAB U.S. LARGE-CAP GROWTH ETF
Shares11.9K
Event2026-03-31
Filed2026-04-29
COWZ
209.28%PACER US CASH COWS 100 ETF
Shares5.8K
Event2026-03-31
Filed2026-04-29
JEPQ
6.77%JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
Shares6.1K
Event2026-03-31
Filed2026-04-29
MU
-0.14%MICRON TECHNOLOGY INC
Shares708
Event2026-03-31
Filed2026-04-29
ORCL
6.42%ORACLE CORP
Shares2.1K
Event2026-03-31
Filed2026-04-29
CGDV
0.00%CAPITAL GROUP DIVIDEND VALUE ETF
Shares7.5K
Event2026-03-31
Filed2026-04-29
ARTY
0.00%ISHARES FUTURE AI & TECHETF
Shares5.7K
Event2026-03-31
Filed2026-04-29
COIN
39.19%COINBASE GLOBAL INC CLASS CLASS A
Shares1.8K
Event2026-03-31
Filed2026-04-29
WFC
-22.56%WELLS FARGO & CO
Shares3.7K
Event2026-03-31
Filed2026-04-29
BROADCOM INC
-7.78%BROADCOM INC
Shares759
Event2026-03-31
Filed2026-04-29
TSM
-1.16%TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
Shares768
Event2026-03-31
Filed2026-04-29
BKT
0.71%BLACKROCK INC NEW
Shares284
Event2026-03-31
Filed2026-04-29
ACLS
-11.34%AXCELIS TECHNOLOGIES INC
Shares2.1K
Event2026-03-31
Filed2026-04-29
AJG
38.64%GALLAGHER ARTHUR J & CO
Shares1.3K
Event2026-03-31
Filed2026-04-29
CITIGROUP INC
12.43%CITIGROUP INC
Shares2.2K
Event2026-03-31
Filed2026-04-29
MGK
391.86%VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES
Shares3.2K
Event2026-03-31
Filed2026-04-29
AMGN
-15.66%AMGEN INC
Shares770
Event2026-03-31
Filed2026-04-29
QQQI
0.02%NEOS NASDAQ-100(R) HIGH INCOME ETF
Shares4.8K
Event2026-03-31
Filed2026-04-29
ISHARES EDGE MSCI INTL VALUE FACTOR ETF
-11.24%ISHARES EDGE MSCI INTL VALUE FACTOR ETF
Shares5.9K
Event2026-03-31
Filed2026-04-29
SOXX
-65.25%ISHARES SEMICONDUCTOR ETF
Shares555
Event2026-03-31
Filed2026-04-29
AZO
-16.05%AUTOZONE INC
Shares68
Event2026-03-31
Filed2026-04-29
ET
-9.44%ENERGY TRANSFER L P LP
Shares11.8K
Event2026-03-31
Filed2026-04-29
IEFA
13.03%ISHARES CORE MSCI EAFE ETF
Shares2.4K
Event2026-03-31
Filed2026-04-29
SGOV
52.28%ISHARES HIGH YIELD SYSTEMATIC BOND ETF
Shares4.7K
Event2026-03-31
Filed2026-04-29
CVX
6.33%CHEVRON CORP NEW
Shares1.2K
Event2026-03-31
Filed2026-04-29
DELL
-4.61%DELL TECHNOLOGIES INC CLASS CLASS C
Shares1.1K
Event2026-03-31
Filed2026-04-29
INTC
-3.65%INTEL CORP
Shares2.6K
Event2026-03-31
Filed2026-04-29
JBND
0.00%JPMORGAN ACTIVE BOND ETF
Shares3.9K
Event2026-03-31
Filed2026-04-29
VYMI
-47.76%VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
Shares1.3K
Event2026-03-31
Filed2026-04-29
LULU
-6.94%LULULEMON ATHLETICA INC
Shares1.3K
Event2026-03-31
Filed2026-04-29
COWG
-12.61%PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF
Shares5.2K
Event2026-03-31
Filed2026-04-29
VMBS
-58.11%VANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARES
Shares3.9K
Event2026-03-31
Filed2026-04-29
AIQ
0.00%GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
Shares3.4K
Event2026-03-31
Filed2026-04-29
FDL
-8.41%FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
Shares3.6K
Event2026-03-31
Filed2026-04-29
IWD
0.25%ISHARES RUSSELL 1000 VALUE ETF
Shares787
Event2026-03-31
Filed2026-04-29
ABBV
0.33%ABBVIE INC
Shares906
Event2026-03-31
Filed2026-04-29
IBM
0.80%IBM CORP
Shares756
Event2026-03-31
Filed2026-04-29
EFG
0.07%ISHARES MSCI EAFE GROWTHETF
Shares1.5K
Event2026-03-31
Filed2026-04-29
ISHARES GOLD TRUST
42.77%ISHARES GOLD TRUST
Shares2.0K
Event2026-03-31
Filed2026-04-29
XLK
-28.85%STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares1.1K
Event2026-03-31
Filed2026-04-29
COP
316.88%CONOCOPHILLIPS
Shares1.3K
Event2026-03-31
Filed2026-04-29
MERCK & CO. INC.
0.62%MERCK & CO. INC.
Shares1.5K
Event2026-03-31
Filed2026-04-29
XCEM
-39.52%EATON VANCE INCOME OPPORTUNITIES ETF
Shares3.3K
Event2026-03-31
Filed2026-04-29
VDE
-45.71%VANGUARD ENERGY INDEX FUND ETF SHARES
Shares950
Event2026-03-31
Filed2026-04-29
CAT
-0.52%CATERPILLAR INC
Shares192
Event2026-03-31
Filed2026-04-29
SOUN
-9.52%SOUNDHOUND AI INC CLASS A
Shares19.0K
Event2026-03-31
Filed2026-04-29
HYGV
0.00%FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND
Shares3.7K
Event2026-03-31
Filed2026-04-29
JNJ
-1.94%JOHNSON & JOHNSON
Shares657
Event2026-03-31
Filed2026-04-29
RTX
515.44%RTX CORP
Shares837
Event2026-03-31
Filed2026-04-29
BND
11.71%VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES
Shares1.9K
Event2026-03-31
Filed2026-04-29
IVW
0.10%ISHARES S&P 500 GROWTH ETF
Shares1.0K
Event2026-03-31
Filed2026-04-29
QCOM
0.56%QUALCOMM INC
Shares893
Event2026-03-31
Filed2026-04-29
BP
1.10%BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS
Shares2.9K
Event2026-03-31
Filed2026-04-29
BARON TECHNOLOGY ETF
-3.91%BARON TECHNOLOGY ETF
Shares4.9K
Event2026-03-31
Filed2026-04-29
VV
-50.00%VANGUARD LARGE-CAP INDEXFUND ETF SHARES
Shares397
Event2026-03-31
Filed2026-04-29
TXN
0.83%TEXAS INSTRS INC
Shares484
Event2026-03-31
Filed2026-04-29
ENB FINL CORP
0.00%ENB FINL CORP
Shares5.0K
Event2026-03-31
Filed2026-04-29
IDEF
NewISHARES DEFENSE INDUSTRIALS ACTIVE ETF
Shares3.9K
Event2026-03-31
Filed2026-04-29
UNH
0.89%UNITEDHEALTH GROUP INC
Shares339
Event2026-03-31
Filed2026-04-29
LLY
2.13%ELI LILLY AND CO
Shares144
Event2026-03-31
Filed2026-04-29
CROWN CASTLE INC REIT REIT
143.72%CROWN CASTLE INC REIT REIT
Shares1.5K
Event2026-03-31
Filed2026-04-29
BRRR
1685.71%VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
Shares1.3K
Event2026-03-31
Filed2026-04-29
SPEM
-50.00%STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
Shares2.4K
Event2026-03-31
Filed2026-04-29
BAC
170.77%BANK OF AMERICA CORP
Shares2.2K
Event2026-03-31
Filed2026-04-29
CSCO
-0.22%CISCO SYS INC
Shares1.3K
Event2026-03-31
Filed2026-04-29
FDRR
0.65%FIDELITY DIVIDEND ETF FOR RISING RATES
Shares1.9K
Event2026-03-31
Filed2026-04-29
VB
-34.69%VANGUARD SMALL-CAP INDEXFUND ETF SHARES
Shares450
Event2026-03-31
Filed2026-04-29
CSX
0.40%CSX CORP
Shares2.5K
Event2026-03-31
Filed2026-04-29
GE AEROSPACE
-33.22%GE AEROSPACE
Shares402
Event2026-03-31
Filed2026-04-29
AXP
3.50%AMERICAN EXPRESS CO
Shares355
Event2026-03-31
Filed2026-04-29
GTO
0.00%INVESCO TOTAL RETURN BOND ETF
Shares2.4K
Event2026-03-31
Filed2026-04-29
SCHV
-49.63%SCHWAB U.S. LARGE-CAP VALUE ETF
Shares3.4K
Event2026-03-31
Filed2026-04-29
PROSHARES NASDAQ-100 DORSEY WRIGHT MOMENTUM ETF
NewPROSHARES NASDAQ-100 DORSEY WRIGHT MOMENTUM ETF
Shares1.7K
Event2026-03-31
Filed2026-04-29
VUG
280.36%VANGUARD GROWTH INDEX FUND ETF SHARES
Shares1.3K
Event2026-03-31
Filed2026-04-29
DDIV
-7.09%FIRST TRUST DORSEY WRIGHT MOMENTUM & DIVIDEND ETF
Shares2.4K
Event2026-03-31
Filed2026-04-29
LAM RESH CORP
-18.02%LAM RESH CORP
Shares423
Event2026-03-31
Filed2026-04-29
GBTC
-6.61%GRAYSCALE BITCOIN TRUST ETF
Shares1.8K
Event2026-03-31
Filed2026-04-29
VNQ
-53.26%VANGUARD REAL ESTATE INDEX FUND ETF SHARES
Shares1.1K
Event2026-03-31
Filed2026-04-29
BITO
-18.68%PROSHARES BITCOIN ETF
Shares9.9K
Event2026-03-31
Filed2026-04-29
PEP
0.47%PEPSICO INC
Shares644
Event2026-03-31
Filed2026-04-29
GEV
0.00%GE VERNOVA INC
Shares94
Event2026-03-31
Filed2026-04-29
V
0.63%VISA INC CLASS CLASS A
Shares320
Event2026-03-31
Filed2026-04-29
FSLR
0.00%FIRST SOLAR INC
Shares500
Event2026-03-31
Filed2026-04-29
IWP
0.14%ISHARES RUSSELL MID-CAP GROWTH ETF
Shares732
Event2026-03-31
Filed2026-04-29
XLF
-43.80%STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Shares1.9K
Event2026-03-31
Filed2026-04-29
SRL
0.00%SCULLY RTY LTD F
Shares15.0K
Event2026-03-31
Filed2026-04-29
BBRE
0.00%JPMORGAN BETABUILDERS MSCI U.S. REIT ETF
Shares925
Event2026-03-31
Filed2026-04-29
MBB
1450.00%POINT BRIDGE AMERICA FIRST ETF
Shares1.7K
Event2026-03-31
Filed2026-04-29
IEMG
0.00%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares1.2K
Event2026-03-31
Filed2026-04-29
CIBR
0.22%FIRST TRUST NASDAQ CYBERSECURITY ETF
Shares1.4K
Event2026-03-31
Filed2026-04-29
NEE
0.32%NEXTERA ENERGY INC
Shares941
Event2026-03-31
Filed2026-04-29
QTUM
0.14%DEFIANCE QUANTUM ETF
Shares702
Event2026-03-31
Filed2026-04-29
SHOP
0.00%SHOPIFY INC FCLASS CLASS A
Shares720
Event2026-03-31
Filed2026-04-29
IJR
-1.36%ISHARES CORE S&P SMALL-CAP ETF
Shares655
Event2026-03-31
Filed2026-04-29
WMT
93.60%WALMART INC
Shares635
Event2026-03-31
Filed2026-04-29
GWW
0.00%GRAINGER W W INC
Shares70
Event2026-03-31
Filed2026-04-29
PDX
-9.17%PIMCO DYNAMIC INCOME
Shares4.5K
Event2026-03-31
Filed2026-04-29
LMT
84.71%LOCKHEED MARTIN CORP
Shares157
Event2026-03-31
Filed2026-04-29
RYAN
83.74%RYAN SPECIALTY HOLDINGS CLASS A
Shares2.2K
Event2026-03-31
Filed2026-04-29
T
0.03%AT&T INC
Shares2.9K
Event2026-03-31
Filed2026-04-29
NVO
-14.65%NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS
Shares1.8K
Event2026-03-31
Filed2026-04-29
OEF
0.00%ISHARES S&P 100 ETF
Shares202
Event2026-03-31
Filed2026-04-29
KRE
0.20%STATE STREET SPDR S&P REGIONAL BANKING ETF
Shares1.0K
Event2026-03-31
Filed2026-04-29
NFLX
24.19%NETFLIX INC
Shares770
Event2026-03-31
Filed2026-04-29
GRAYSCALE BITCOIN MINI TRUST ETF
-0.59%GRAYSCALE BITCOIN MINI TRUST ETF
Shares2.0K
Event2026-03-31
Filed2026-04-29
ARCC
2.73%ARES CAP CORP EQUITY CLASS EQUITY
Shares3.6K
Event2026-03-31
Filed2026-04-29
UBER
-18.18%UBER TECHNOLOGIES INC
Shares900
Event2026-03-31
Filed2026-04-29
VEU
-50.00%VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES
Shares835
Event2026-03-31
Filed2026-04-29
SCHW
7.82%CHARLES SCHWAB CORP
Shares717
Event2026-03-31
Filed2026-04-29
VHT
163.89%VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES
Shares475
Event2026-03-31
Filed2026-04-29
SBUX
2.91%STARBUCKS CORP
Shares636
Event2026-03-31
Filed2026-04-29
CINF
12.62%CINCINNATI FINL CORP
Shares366
Event2026-03-31
Filed2026-04-29
MMC
153.90%MARSH & MCLENNAN COS INC
Shares358
Event2026-03-31
Filed2026-04-29
LOW
-1.19%LOWES COS INC
Shares250
Event2026-03-31
Filed2026-04-29
VEA
-50.00%VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES
Shares884
Event2026-03-31
Filed2026-04-29
IAT
-16.67%ISHARES U.S. REGIONAL BANKS ETF
Shares1.0K
Event2026-03-31
Filed2026-04-29
MO
0.12%ALTRIA GROUP INC
Shares838
Event2026-03-31
Filed2026-04-29
OXY
0.31%OCCIDENTAL PETE CORP
Shares965
Event2026-03-31
Filed2026-04-29
CMG
0.00%CHIPOTLE MEXICAN GRILL I
Shares1.7K
Event2026-03-31
Filed2026-04-29
MCD
1.08%MCDONALDS CORP
Shares187
Event2026-03-31
Filed2026-04-29
VTI
-50.00%VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES
Shares153
Event2026-03-31
Filed2026-04-29
SMLF
-27.67%ISHARES U.S. SMALL-CAP EQUITY FACTOR ETF
Shares656
Event2026-03-31
Filed2026-04-29
SCHF
0.00%SCHWAB INTERNATIONAL EQUITY ETF
Shares2.0K
Event2026-03-31
Filed2026-04-29
ISHARES U.S. AEROSPACE &DEFENSE ETF
0.83%ISHARES U.S. AEROSPACE &DEFENSE ETF
Shares244
Event2026-03-31
Filed2026-04-29
COF
-10.89%CAPITAL ONE FINL CORP
Shares270
Event2026-03-31
Filed2026-04-29
CCEF
NewCALAMOS CEF INCOME & ARBITRAGE ETF
Shares1.8K
Event2026-03-31
Filed2026-04-29
FANG
0.39%DIAMONDBACK ENERGY INC
Shares255
Event2026-03-31
Filed2026-04-29
PRU
0.58%PRUDENTIAL FINL INC
Shares518
Event2026-03-31
Filed2026-04-29
TT
0.00%TRANE TECHNOLOGIES PLC F
Shares102
Event2026-03-31
Filed2026-04-29
PANW
-0.38%PALO ALTO NETWORKS INC
Shares261
Event2026-03-31
Filed2026-04-29
SIXG
-49.96%DEFIANCE CONNECTIVE TECHNOLOGIES ETF
Shares602
Event2026-03-31
Filed2026-04-29
VPU
-53.05%VANGUARD UTILITIES INDEXFUND ETF SHARES
Shares231
Event2026-03-31
Filed2026-04-29
MPC
0.51%MARATHON PETE CORP
Shares199
Event2026-03-31
Filed2026-04-29
MNST
0.00%MONSTER BEVERAGE CORP NE
Shares584
Event2026-03-31
Filed2026-04-29
QCLN
-39.52%FIRST TRUST NASDAQ CLEANEDGE GREEN ENERGY INDEX FUND
Shares825
Event2026-03-31
Filed2026-04-29
TGT
-12.50%TARGET CORP EQUITY CLASS EQUITY
Shares350
Event2026-03-31
Filed2026-04-29
KMX
291.67%CARMAX INC
Shares1.2K
Event2026-03-31
Filed2026-04-29
ARISTA NETWORKS INC
0.00%ARISTA NETWORKS INC
Shares275
Event2026-03-31
Filed2026-04-29
PFE
1.17%PFIZER INC
Shares1.6K
Event2026-03-31
Filed2026-04-29
ARKQ
0.29%ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF
Shares346
Event2026-03-31
Filed2026-04-29
PCG
0.23%PG&E CORP
Shares2.6K
Event2026-03-31
Filed2026-04-29
BMY
-2.55%BRISTOL MYERS SQUIBB CO
Shares725
Event2026-03-31
Filed2026-04-29
IGM
0.33%ISHARES EXPANDED TECH SECTOR ETF
Shares301
Event2026-03-31
Filed2026-04-29
SCHR
-50.00%SCHWAB INTERMEDIATE-TERMU.S. TREASURY ETF
Shares1.6K
Event2026-03-31
Filed2026-04-29
DIS
0.26%DISNEY WALT CO
Shares390
Event2026-03-31
Filed2026-04-29
CTVA
0.40%CORTEVA INC
Shares503
Event2026-03-31
Filed2026-04-29
SPGI
0.00%S&P GLOBAL INC
Shares88
Event2026-03-31
Filed2026-04-29
IP
0.00%INTERNTNL PAPER CO
Shares1.2K
Event2026-03-31
Filed2026-04-29
LYV
0.00%LIVE NATION ENTMT INC
Shares250
Event2026-03-31
Filed2026-04-29
XLV
-35.78%STATE STREET HEALTH CARESELECT SECTOR SPDR ETF
Shares271
Event2026-03-31
Filed2026-04-29
HD
0.00%HOME DEPOT INC
Shares118
Event2026-03-31
Filed2026-04-29
COMMUNITY WEST BANCSHARE
NewCOMMUNITY WEST BANCSHARE
Shares1.6K
Event2026-03-31
Filed2026-04-29
SNPS
0.00%SYNOPSYS INC
Shares77
Event2026-03-31
Filed2026-04-29
DNN
0.00%DENISON MINES CORP F
Shares10.0K
Event2026-03-31
Filed2026-04-29
VZ
-1.75%VERIZON COMMUNICATIONS I
Shares785
Event2026-03-31
Filed2026-04-29
URI
2.70%UNITED RENTALS INC
Shares38
Event2026-03-31
Filed2026-04-29
TMO
1.33%THERMO FISHER SCIENTIFIC
Shares76
Event2026-03-31
Filed2026-04-29
EPR
0.00%EPR PPTYS REIT
Shares625
Event2026-03-31
Filed2026-04-29
ANNALY CAP MGMT INC REIT
0.07%ANNALY CAP MGMT INC REIT
Shares1.5K
Event2026-03-31
Filed2026-04-29
IWR
0.00%ISHARES RUSSELL MID-CAP ETF
Shares336
Event2026-03-31
Filed2026-04-29
TLH
-4.97%ISHARES 10-20 YEAR TREASURY BOND ETF
Shares344
Event2026-03-31
Filed2026-04-29
DLTR
-7.89%DOLLAR TREE INC
Shares350
Event2026-03-31
Filed2026-04-29
PAVE
-24.48%GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
Shares614
Event2026-03-31
Filed2026-04-29
ARKW
0.40%ARK NEXT GENERATION INTERNET ETF
Shares251
Event2026-03-31
Filed2026-04-29
MDYG
50.00%ISHARES MBS ETF
Shares342
Event2026-03-31
Filed2026-04-29
ISHG
0.00%ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF
Shares450
Event2026-03-31
Filed2026-04-29
CB
-1.90%CHUBB LTD F
Shares103
Event2026-03-31
Filed2026-04-29
DE
0.00%DEERE & CO
Shares59
Event2026-03-31
Filed2026-04-29
QYLD
3.10%GLOBAL X NASDAQ 100 COVERED CALL ETF
Shares1.8K
Event2026-03-31
Filed2026-04-29
ISRG
0.00%INTUITIVE SURGICAL INC
Shares70
Event2026-03-31
Filed2026-04-29
SCHD
0.90%SCHWAB U.S. DIVIDEND EQUITY ETF
Shares1.0K
Event2026-03-31
Filed2026-04-29
EQIX
3.45%EQUINIX INC REIT
Shares30
Event2026-03-31
Filed2026-04-29
SMR
0.00%NUSCALE PWR CORP CLASS A
Shares2.7K
Event2026-03-31
Filed2026-04-29
LINDE PLC F
0.00%LINDE PLC F
Shares61
Event2026-03-31
Filed2026-04-29
VSS
-50.00%VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES
Shares200
Event2026-03-31
Filed2026-04-29
XLY
-15.87%STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
Shares265
Event2026-03-31
Filed2026-04-29
ABT
0.61%ABBOTT LABS
Shares328
Event2026-03-31
Filed2026-04-29
TJX
0.00%TJX COS INC NEW
Shares194
Event2026-03-31
Filed2026-04-29
DJT
-20.60%TRUMP MEDIA & TECHNO
Shares3.3K
Event2026-03-31
Filed2026-04-29
CL
0.85%COLGATE PALMOLIVE CO
Shares357
Event2026-03-31
Filed2026-04-29
F
0.82%FORD MTR CO DEL
Shares2.5K
Event2026-03-31
Filed2026-04-29
NOC
1.92%NORTHROP GRUMMAN CORP
Shares53
Event2026-03-31
Filed2026-04-29
PKG
1.43%PACKAGING CORP AMER
Shares142
Event2026-03-31
Filed2026-04-29
WCN
0.00%WASTE CONNECTIONS INC F
Shares179
Event2026-03-31
Filed2026-04-29
IEO
0.83%ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTIONETF
Shares244
Event2026-03-31
Filed2026-04-29
DUKE ENERGY CORP NEW
0.90%DUKE ENERGY CORP NEW
Shares223
Event2026-03-31
Filed2026-04-29
SDIV
-47.44%GLOBAL X SUPERDIVIDEND ETF
Shares1.1K
Event2026-03-31
Filed2026-04-29
KO
-13.03%THE COCA-COLA CO
Shares347
Event2026-03-31
Filed2026-04-29
IXC
0.00%ISHARES GLOBAL ENERGY ETF
Shares500
Event2026-03-31
Filed2026-04-29
ABNB
-15.15%AIRBNB INC CLASS CLASS A
Shares196
Event2026-03-31
Filed2026-04-29
PAYX
1.71%PAYCHEX INC
Shares297
Event2026-03-31
Filed2026-04-29
FTI
-4.08%TECHNIPFMC PLC F
Shares353
Event2026-03-31
Filed2026-04-29
ADI
1.47%ANALOG DEVICES INC
Shares69
Event2026-03-31
Filed2026-04-29
ECG
0.00%EVERUS CONSTR GROUP INC
Shares192
Event2026-03-31
Filed2026-04-29
MDLZ
0.68%MONDELEZ INTL INC CLASS CLASS A
Shares443
Event2026-03-31
Filed2026-04-29
VALE
0.00%VALE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS
Shares1.5K
Event2026-03-31
Filed2026-04-29
VANGUARD LONG-TERM BOND INDEX FUND ETF SHARES
0.00%VANGUARD LONG-TERM BOND INDEX FUND ETF SHARES
Shares369
Event2026-03-31
Filed2026-04-29
PKST
0.00%PEAKSTONE REALTY CL E REIT
Shares1.2K
Event2026-03-31
Filed2026-04-29
CARR
0.75%CARRIER GLOBAL CORP
Shares403
Event2026-03-31
Filed2026-04-29
DIA
2.00%STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGEETF TRUST
Shares51
Event2026-03-31
Filed2026-04-29
STPZ
-49.67%PIMCO 1-5 YEAR U.S. TIPSINDEX EXCHANGE-TRADED FUND
Shares456
Event2026-03-31
Filed2026-04-29
KEYS
0.00%KEYSIGHT TECHNOLOGIES IN
Shares75
Event2026-03-31
Filed2026-04-29
MLM
2.50%MARTIN MARIETTA MATLS IN
Shares41
Event2026-03-31
Filed2026-04-29
EXPE
0.00%EXPEDIA GROUP INC
Shares100
Event2026-03-31
Filed2026-04-29
ZTS
0.98%ZOETIS INC CLASS CLASS A
Shares206
Event2026-03-31
Filed2026-04-29
WM
324.00%WASTE MGMT INC DEL
Shares106
Event2026-03-31
Filed2026-04-29
TLT
-63.45%ISHARES 20 YEAR TREASURY BOND ETF
Shares273
Event2026-03-31
Filed2026-04-29
UNP
1.18%UNION PAC CORP
Shares86
Event2026-03-31
Filed2026-04-29
SPAB
NewSTATE STREET SPDR PORTFOLIO AGGREGATE BONDETF
Shares896
Event2026-03-31
Filed2026-04-29
SCHA
0.29%SCHWAB U.S. SMALL-CAP ETF
Shares701
Event2026-03-31
Filed2026-04-29
GLD
0.00%SPDR GOLD SHARES
Shares53
Event2026-03-31
Filed2026-04-29
BKNG
2420.00%BOOKING HLDGS INC
Shares126
Event2026-03-31
Filed2026-04-29
TMFC
57.89%MOTLEY FOOL 100 INDEX ETF
Shares300
Event2026-03-31
Filed2026-04-29
MSCI
2.78%MSCI INC
Shares37
Event2026-03-31
Filed2026-04-29
SCHI
NewSCHWAB 5-10 YEAR CORPORATE BOND ETF
Shares965
Event2026-03-31
Filed2026-04-29
GS
26.32%GOLDMAN SACHS GROUP INC
Shares24
Event2026-03-31
Filed2026-04-29
UNM
0.36%UNUM GROUP
Shares279
Event2026-03-31
Filed2026-04-29
ODFL
1.03%OLD DOMINION FREIGHT LIN
Shares98
Event2026-03-31
Filed2026-04-29
TBLL
NewINVESCO SHORT TERM TREASURY ETF
Shares204
Event2026-03-31
Filed2026-04-29
NDAQ
0.85%NASDAQ INC
Shares238
Event2026-03-31
Filed2026-04-29
GPIX
0.00%GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF
Shares400
Event2026-03-31
Filed2026-04-29
CRWV
0.00%COREWEAVE INC CLASS CLASS A
Shares200
Event2026-03-31
Filed2026-04-29
CLOU
0.09%GLOBAL X CLOUD COMPUTINGETF
Shares1.1K
Event2026-03-31
Filed2026-04-29
VYM
-91.05%VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES
Shares256
Event2026-03-31
Filed2026-04-29
TMUS
173.17%T-MOBILE US INC
Shares112
Event2026-03-31
Filed2026-04-29
CMF
1.13%ISHARES CALIFORNIA MUNI BOND ETF
Shares359
Event2026-03-31
Filed2026-04-29
AZN
0.00%ASTRAZENECA PLC F
Shares110
Event2026-03-31
Filed2026-04-29
IDXX
0.00%IDEXX LABS INC
Shares35
Event2026-03-31
Filed2026-04-29
GENERAL DYNAMICS CORP
3.17%GENERAL DYNAMICS CORP
Shares65
Event2026-03-31
Filed2026-04-29
EFV
0.00%ISHARES MSCI EAFE VALUE ETF
Shares256
Event2026-03-31
Filed2026-04-29
QNITY ELECTRONICS INC
0.00%QNITY ELECTRONICS INC
Shares143
Event2026-03-31
Filed2026-04-29
MCO
5.00%MOODYS CORP
Shares42
Event2026-03-31
Filed2026-04-29
PSH
0.00%PGIM SHORT DURATION HIGH
Shares1.2K
Event2026-03-31
Filed2026-04-29
AME
0.00%AMETEK INC NEW
Shares84
Event2026-03-31
Filed2026-04-29
ITB
0.00%ISHARES U.S. HOME CONSTRUCTION ETF
Shares196
Event2026-03-31
Filed2026-04-29
GRAYSCALE ETHEREUM MINI STAKING ETF
0.00%GRAYSCALE ETHEREUM MINI STAKING ETF
Shares885
Event2026-03-31
Filed2026-04-29
BURL
0.00%BURLINGTON STORES INC
Shares59
Event2026-03-31
Filed2026-04-29
AVAV
0.00%AEROVIRONMENT INC
Shares101
Event2026-03-31
Filed2026-04-29
FCX
0.31%FREEPORT-MCMORAN INC
Shares321
Event2026-03-31
Filed2026-04-29
SCZ
-50.00%ISHARES MSCI EAFE SMALL-CAP ETF
Shares220
Event2026-03-31
Filed2026-04-29
MAR
0.00%MARRIOTT INTL INC NEW CLASS CLASS A
Shares50
Event2026-03-31
Filed2026-04-29
PMT
2.34%PENNYMAC MTG INVT TR REIT
Shares1.5K
Event2026-03-31
Filed2026-04-29
ELV
11.11%ELEVANCE HEALTH INC
Shares50
Event2026-03-31
Filed2026-04-29
ADBE
0.00%ADOBE INC
Shares73
Event2026-03-31
Filed2026-04-29
FDX
-4.17%FEDEX CORP
Shares46
Event2026-03-31
Filed2026-04-29
SBAC
1.25%SBA COMMUNICATIONS CORP REIT
Shares81
Event2026-03-31
Filed2026-04-29
WEC ENERGY GROUP INC
1.37%WEC ENERGY GROUP INC
Shares148
Event2026-03-31
Filed2026-04-29
MCHP
1.01%MICROCHIP TECHNOLOGY INC
Shares201
Event2026-03-31
Filed2026-04-29
KNF
0.00%KNIFE RIV CORP
Shares192
Event2026-03-31
Filed2026-04-29
SYM
NewSYMBOTIC INC CLASS A
Shares300
Event2026-03-31
Filed2026-04-29
SPOT
0.00%SPOTIFY TECHNOLOGY S A F
Shares40
Event2026-03-31
Filed2026-04-29
MDU
0.00%MDU RES GROUP INC
Shares768
Event2026-03-31
Filed2026-04-29
BKR
0.82%BAKER HUGHES CO. A CLASS CLASS A
Shares247
Event2026-03-31
Filed2026-04-29
FTC
1.00%FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND
Shares101
Event2026-03-31
Filed2026-04-29
WMB
-42.63%WILLIAMS COS INC
Shares218
Event2026-03-31
Filed2026-04-29
SUN
0.00%SUNOCO LP LP
Shares235
Event2026-03-31
Filed2026-04-29
SOXQ
-50.13%INVESCO PHLX SEMICONDUCTOR ETF
Shares199
Event2026-03-31
Filed2026-04-29
ETHA
0.00%ISHARES ETHEREUM TRUST ETF
Shares900
Event2026-03-31
Filed2026-04-29
RB GLOBAL INC F
0.00%RB GLOBAL INC F
Shares147
Event2026-03-31
Filed2026-04-29
ECL
3.45%ECOLAB INC
Shares60
Event2026-03-31
Filed2026-04-29
DUOL
0.00%DUOLINGO INC CLASS A
Shares145
Event2026-03-31
Filed2026-04-29
IYH
0.79%ISHARES U.S. HEALTHCARE ETF
Shares254
Event2026-03-31
Filed2026-04-29
ACCENTURE PLC IRELAND FCLASS CLASS A
0.00%ACCENTURE PLC IRELAND FCLASS CLASS A
Shares82
Event2026-03-31
Filed2026-04-29
SPYM
821.05%STATE STREET SPDR PORTFOLIO S&P 500 ETF
Shares175
Event2026-03-31
Filed2026-04-29
ARMOUR RESIDENTIAL REIT
36.83%ARMOUR RESIDENTIAL REIT
Shares821
Event2026-03-31
Filed2026-04-29
JAAA
NewJANUS HENDERSON AAA CLO ETF
Shares283
Event2026-03-31
Filed2026-04-29
AGNC
3.45%AGNC INVT CORP REIT
Shares1.3K
Event2026-03-31
Filed2026-04-29
PGZ
2.16%PRINCIPAL REAL ESTATE IN
Shares1.4K
Event2026-03-31
Filed2026-04-29
TECB
-58.84%ISHARES U.S. TECH BREAKTHROUGH MULTISECTORETF
Shares228
Event2026-03-31
Filed2026-04-29
RAMACO RES INC CLASS CLASS A
0.00%RAMACO RES INC CLASS CLASS A
Shares1.0K
Event2026-03-31
Filed2026-04-29
CME
4.17%CME GROUP INC CLASS CLASS A
Shares50
Event2026-03-31
Filed2026-04-29
JCI
-9.35%JOHNSON CONTROLS INT F
Shares97
Event2026-03-31
Filed2026-04-29
BIV
0.00%VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES
Shares175
Event2026-03-31
Filed2026-04-29
QQA
0.00%INVESCO QQQ INCOME ADVANTAGE ETF
Shares250
Event2026-03-31
Filed2026-04-29
LPLA
2.56%LPL FINL HLDGS INC
Shares40
Event2026-03-31
Filed2026-04-29
FICO
0.00%FAIR ISAAC CORP
Shares13
Event2026-03-31
Filed2026-04-29
DUPONT DE NEMOURS INC
0.00%DUPONT DE NEMOURS INC
Shares286
Event2026-03-31
Filed2026-04-29
FTHI
-8.33%FIRST TRUST BUYWRITE INCOME ETF
Shares550
Event2026-03-31
Filed2026-04-29
GILD
0.00%GILEAD SCIENCES INC
Shares100
Event2026-03-31
Filed2026-04-29
LHX
2.56%L3HARRIS TECHNOLOGIES IN
Shares40
Event2026-03-31
Filed2026-04-29
TYL
0.00%TYLER TECHNOLOGIES INC
Shares37
Event2026-03-31
Filed2026-04-29
TMC
0.00%TMC THE METALS CO INC F
Shares2.5K
Event2026-03-31
Filed2026-04-29
ICE
0.00%INTERCONTINENTAL EXCHANG
Shares80
Event2026-03-31
Filed2026-04-29
FE
-6.30%FIRSTENERGY CORP
Shares253
Event2026-03-31
Filed2026-04-29
D
1.03%DOMINION ENERGY INC
Shares197
Event2026-03-31
Filed2026-04-29
TRV
0.00%TRAVELERS COS INC
Shares40
Event2026-03-31
Filed2026-04-29
MP
0.50%MP MATLS CORP CLASS CLASS A
Shares201
Event2026-03-31
Filed2026-04-29
BA
0.00%BOEING CO
Shares54
Event2026-03-31
Filed2026-04-29
HYBB
1.94%ISHARES BB RATED CORPORATE BOND ETF
Shares263
Event2026-03-31
Filed2026-04-29
FVD
0.79%FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
Shares256
Event2026-03-31
Filed2026-04-29
POOL
3.70%POOL CORP
Shares56
Event2026-03-31
Filed2026-04-29
CHRW
-12.33%C H ROBINSON WORLDWIDE I
Shares64
Event2026-03-31
Filed2026-04-29
KNSL
2.78%KINSALE CAP GROUP INC
Shares37
Event2026-03-31
Filed2026-04-29
TSCO
0.60%TRACTOR SUPPLY CO
Shares338
Event2026-03-31
Filed2026-04-29
PG
1.28%PROCTER & GAMBLE CO
Shares79
Event2026-03-31
Filed2026-04-29
NXE
0.00%NEXGEN ENERGY LTD F
Shares1.0K
Event2026-03-31
Filed2026-04-29
HLT
-5.26%HILTON WORLDWIDE HLDGS I
Shares36
Event2026-03-31
Filed2026-04-29
HAS
0.83%HASBRO INC
Shares121
Event2026-03-31
Filed2026-04-29
FOX
1.00%FOX CORP CLASS CLASS B
Shares203
Event2026-03-31
Filed2026-04-29
NRG
-8.64%NRG ENERGY INC
Shares74
Event2026-03-31
Filed2026-04-29
SCHX
-49.75%SCHWAB U.S. LARGE-CAP ETF
Shares400
Event2026-03-31
Filed2026-04-29
PFG
1.83%PRINCIPAL FINL GROUP INC
Shares111
Event2026-03-31
Filed2026-04-29
HXL
0.83%HEXCEL CORP NEW
Shares121
Event2026-03-31
Filed2026-04-29
GSLC
NewGOLDMAN SACHS ACTIVEBETAU.S. LARGE CAP EQUITY ETF
Shares81
Event2026-03-31
Filed2026-04-29
E
101.00%ENI S P A F
Shares201
Event2026-03-31
Filed2026-04-29
MCK
0.00%MCKESSON CORP
Shares14
Event2026-03-31
Filed2026-04-29
MGC
NewVANGUARD MEGA CAP INDEX FUND ETF SHARES
Shares42
Event2026-03-31
Filed2026-04-29
ALB
1.72%ALBEMARLE CORP
Shares59
Event2026-03-31
Filed2026-04-29
LEN
-39.15%LENNAR CORP CLASS A
Shares115
Event2026-03-31
Filed2026-04-29
IYG
NewISHARES U.S. FINANCIAL SERVICES ETF
Shares121
Event2026-03-31
Filed2026-04-29
AES
-25.03%AES CORP
Shares731
Event2026-03-31
Filed2026-04-29
DGX
3.85%QUEST DIAGNOSTICS INC
Shares54
Event2026-03-31
Filed2026-04-29
TRU
0.69%TRANSUNION
Shares146
Event2026-03-31
Filed2026-04-29
EFA
0.00%ISHARES MSCI EAFE ETF
Shares100
Event2026-03-31
Filed2026-04-29
CPNG
NewCOUPANG INC CLASS CLASS A
Shares500
Event2026-03-31
Filed2026-04-29
AM
1.33%ANTERO MIDSTREAM CORP
Shares458
Event2026-03-31
Filed2026-04-29
PYPL
0.00%PAYPAL HLDGS INC
Shares200
Event2026-03-31
Filed2026-04-29
SPYV
-46.28%STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
Shares166
Event2026-03-31
Filed2026-04-29
KHC
2.09%KRAFT HEINZ CO
Shares439
Event2026-03-31
Filed2026-04-29
AKRE FOCUS ETF
0.00%AKRE FOCUS ETF
Shares175
Event2026-03-31
Filed2026-04-29
DGRO
1.60%ISHARES CORE DIVIDEND GROWTH ETF
Shares127
Event2026-03-31
Filed2026-04-29
IWO
3.85%ISHARES RUSSELL 2000 GROWTH ETF
Shares27
Event2026-03-31
Filed2026-04-29
IWM
-67.65%ISHARES RUSSELL 2000 ETF
Shares33
Event2026-03-31
Filed2026-04-29
EXPRO GROUP HLDGS NV F
0.00%EXPRO GROUP HLDGS NV F
Shares500
Event2026-03-31
Filed2026-04-29
BSV
1.77%VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES
Shares115
Event2026-03-31
Filed2026-04-29
TTWO
0.00%TAKE-TWO INTERACTIVE SOF
Shares42
Event2026-03-31
Filed2026-04-29
HOOD
0.00%ROBINHOOD MKTS INC CLASS CLASS A
Shares109
Event2026-03-31
Filed2026-04-29
EFXT
-50.00%ENERFLEX LTD F
Shares350
Event2026-03-31
Filed2026-04-29
SHEL
2.08%SHELL PLC FTENDER OFFER EXP:
Shares98
Event2026-03-31
Filed2026-04-29
PSX
-85.06%PHILLIPS 66
Shares52
Event2026-03-31
Filed2026-04-29
BARON FINANCIALS ETF
NewBARON FINANCIALS ETF
Shares387
Event2026-03-31
Filed2026-04-29
XLI
NewSTATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
Shares49
Event2026-03-31
Filed2026-04-29
YUM
1.96%YUM BRANDS INC
Shares52
Event2026-03-31
Filed2026-04-29
IWN
0.00%ISHARES RUSSELL 2000 VALUE ETF
Shares39
Event2026-03-31
Filed2026-04-29
MEDTRONIC PLC F
0.00%MEDTRONIC PLC F
Shares98
Event2026-03-31
Filed2026-04-29
APOLLO GLOBAL MGMT INC NCLASS CLASS A
1.59%APOLLO GLOBAL MGMT INC NCLASS CLASS A
Shares64
Event2026-03-31
Filed2026-04-29
IWS
0.00%ISHARES RUSSELL MID-CAP VALUE ETF
Shares51
Event2026-03-31
Filed2026-04-29
CVS
1.05%CVS HEALTH CORP
Shares96
Event2026-03-31
Filed2026-04-29
NIO
0.00%NIO INC F
Shares1.2K
Event2026-03-31
Filed2026-04-29
GLPI
2.56%GAMING & LEISURE PPTYS IREIT
Shares160
Event2026-03-31
Filed2026-04-29
REGN
10.00%REGENERON PHARMACEUTICAL
Shares11
Event2026-03-31
Filed2026-04-29
PHM
1.72%PULTEGROUP INC
Shares59
Event2026-03-31
Filed2026-04-29
VCSH
NewVANGUARD SHORT TERM COR BD ETF
Shares92
Event2026-03-31
Filed2026-04-29
VGT
27.08%VANGUARD INTER-TERM TREAS INDEX FD
Shares122
Event2026-03-31
Filed2026-04-29
XLC
NewSTATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
Shares62
Event2026-03-31
Filed2026-04-29
NXPI
0.00%NXP SEMICONDUCTORS N V F
Shares30
Event2026-03-31
Filed2026-04-29
CFG
0.96%CITIZENS FINL GROUP INC
Shares105
Event2026-03-31
Filed2026-04-29
IQV
0.00%IQVIA HLDGS INC
Shares41
Event2026-03-31
Filed2026-04-29
ALPS O'SHARES GLOBAL INTERNET GIANTS ETF SHARES
0.67%ALPS O'SHARES GLOBAL INTERNET GIANTS ETF SHARES
Shares151
Event2026-03-31
Filed2026-04-29
EXC
16067.65%CHEYENNE RES CORP
Shares22.0K
Event2026-03-31
Filed2026-04-29
CEG
4.76%CONSTELLATION ENERGY COR
Shares22
Event2026-03-31
Filed2026-04-29
NKE
0.74%NIKE INC CLASS CLASS B
Shares136
Event2026-03-31
Filed2026-04-29
VCIT
NewVANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN
Shares73
Event2026-03-31
Filed2026-04-29
EMB
0.00%ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF
Shares63
Event2026-03-31
Filed2026-04-29
KOMP
1.08%STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF
Shares94
Event2026-03-31
Filed2026-04-29
SNY
-7.09%SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS
Shares131
Event2026-03-31
Filed2026-04-29
DX
91.67%DYNEX CAP INC REIT
Shares437
Event2026-03-31
Filed2026-04-29
ORLY
-13.33%O REILLY AUTOMOTIVE INC
Shares65
Event2026-03-31
Filed2026-04-29
FBIN
1.41%FORTUNE BRANDS INNOVATIO
Shares144
Event2026-03-31
Filed2026-04-29
PTC
0.00%PTC INC
Shares43
Event2026-03-31
Filed2026-04-29
TRFK
-25.00%PACER DATA AND DIGITAL REVOLUTION ETF
Shares75
Event2026-03-31
Filed2026-04-29
GEHC
1.19%GE HEALTHCARE TECHNOLOGI
Shares85
Event2026-03-31
Filed2026-04-29
BJ
-13.89%BJS WHSL CLUB HLDGS INC
Shares62
Event2026-03-31
Filed2026-04-29
ARKX
0.00%ARK SPACE & DEFENSE INNOVATION ETF
Shares175
Event2026-03-31
Filed2026-04-29
PYLD
NewPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
Shares212
Event2026-03-31
Filed2026-04-29
OPEN
-92.86%OPENDOOR TECHNOLOGIES INCLASS CLASS A
Shares1.0K
Event2026-03-31
Filed2026-04-29
VLO
4.55%VALERO ENERGY CORP NEW
Shares23
Event2026-03-31
Filed2026-04-29
PODD
0.00%INSULET CORP
Shares29
Event2026-03-31
Filed2026-04-29
VEEV
0.00%VEEVA SYS INC CLASS CLASS A
Shares33
Event2026-03-31
Filed2026-04-29
ABR
4.17%ARBOR RLTY TR INC REIT
Shares624
Event2026-03-31
Filed2026-04-29
GOVT
-30.50%ISHARES U.S. TREASURY BOND ETF
Shares221
Event2026-03-31
Filed2026-04-29
WST
5.88%WEST PHARMACEUTICAL SVCS
Shares18
Event2026-03-31
Filed2026-04-29
NOW
-9.84%SERVICENOW INC
Shares55
Event2026-03-31
Filed2026-04-29
SCHH
0.94%SCHWAB U.S. REIT ETF
Shares215
Event2026-03-31
Filed2026-04-29
CRM
0.00%SALESFORCE INC
Shares27
Event2026-03-31
Filed2026-04-29
UPST
0.00%UPSTART HLDGS INC
Shares150
Event2026-03-31
Filed2026-04-29
MORN
4.17%MORNINGSTAR INC
Shares25
Event2026-03-31
Filed2026-04-29
ZBH
0.00%ZIMMER BIOMET HLDGS INC
Shares54
Event2026-03-31
Filed2026-04-29
REVS
NewCOLUMBIA RESEARCH ENHANCED VALUE ETF
Shares147
Event2026-03-31
Filed2026-04-29
LIT
455.56%LI AUTO INC FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS
Shares250
Event2026-03-31
Filed2026-04-29
HUM
5.88%HUMANA INC
Shares18
Event2026-03-31
Filed2026-04-29
TCAF
-50.00%T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
Shares100
Event2026-03-31
Filed2026-04-29
SPHD
-48.34%INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
Shares78
Event2026-03-31
Filed2026-04-29
SCHP
-49.47%SCHWAB U.S. TIPS ETF
Shares142
Event2026-03-31
Filed2026-04-29
MAGA
-98.32%GLOBAL X LITHIUM & BATTERY TECH ETF
Shares46
Event2026-03-31
Filed2026-04-29
DRIV
0.99%GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF
Shares102
Event2026-03-31
Filed2026-04-29
ARKG
0.00%ARK GENOMIC REVOLUTION ETF
Shares120
Event2026-03-31
Filed2026-04-29
MET
-52.17%METLIFE INC
Shares44
Event2026-03-31
Filed2026-04-29
NOK
0.00%NOKIA CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS
Shares300
Event2026-03-31
Filed2026-04-29
BCAT
NewBLACKROCK CAPITAL ALLOCA
Shares204
Event2026-03-31
Filed2026-04-29
DXCM
0.00%DEXCOM INC
Shares50
Event2026-03-31
Filed2026-04-29
BLSH
0.00%BULLISH F
Shares75
Event2026-03-31
Filed2026-04-29
IREN
-43.97%IREN LTD F
Shares65
Event2026-03-31
Filed2026-04-29
IR
-47.06%INGERSOLL RAND INC
Shares36
Event2026-03-31
Filed2026-04-29
CIFR
-45.51%CIPHER DIGITAL INC
Shares164
Event2026-03-31
Filed2026-04-29
FLOT
3.85%ISHARES FLOATING RATE BOND ETF
Shares54
Event2026-03-31
Filed2026-04-29
CCL
1.00%CARNIVAL CORP F
Shares101
Event2026-03-31
Filed2026-04-29
XLB
NewSTATE STREET MATERIALS SELECT SECTOR SPDR ETF
Shares51
Event2026-03-31
Filed2026-04-29
RKT
312.50%ROCKET LAB CORP CLASS CLASS A
Shares33
Event2026-03-31
Filed2026-04-29
PTY
-2.34%PIMCO CORPORATE & INCOME
Shares209
Event2026-03-31
Filed2026-04-29
PORSCHE AUTOMOBIL HLDG FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS
0.00%PORSCHE AUTOMOBIL HLDG FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS
Shares700
Event2026-03-31
Filed2026-04-29
WULF
359.26%TERAWULF INC
Shares124
Event2026-03-31
Filed2026-04-29
JIG
3.70%JPMORGAN INTERNATIONAL GROWTH ETF
Shares28
Event2026-03-31
Filed2026-04-29
MERCEDES BENZ GROUP AG FUNSPONSORED ADR 1 ADR REP 0.25 ORD SHS
0.00%MERCEDES BENZ GROUP AG FUNSPONSORED ADR 1 ADR REP 0.25 ORD SHS
Shares150
Event2026-03-31
Filed2026-04-29
XLP
NewSTATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
Shares24
Event2026-03-31
Filed2026-04-29
XTI AEROSPACE INC
NewXTI AEROSPACE INC
Shares1.0K
Event2026-03-31
Filed2026-04-29
NBIS
250.00%NEBIUS GROUP N V A FCLASS A
Shares14
Event2026-03-31
Filed2026-04-29
HIG
NewHARTFORD INS GROUP INC
Shares13
Event2026-03-31
Filed2026-04-29
NCLH
0.00%NORWEGIAN CRUISE LINE F
Shares100
Event2026-03-31
Filed2026-04-29
SONY
0.00%SONY GROUP CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS
Shares90
Event2026-03-31
Filed2026-04-29
CEPO
0.00%CANTOR EQUITY PARTNERS FCLASS A
Shares150
Event2026-03-31
Filed2026-04-29
SPYI
-18.42%NEOS S&P 500 HIGH INCOMEETF
Shares31
Event2026-03-31
Filed2026-04-29
XLG
-50.00%INVESCO S&P 500 TOP 50 ETF
Shares26
Event2026-03-31
Filed2026-04-29
ACHR
0.00%ARCHER AVIATION INC CLASS A
Shares250
Event2026-03-31
Filed2026-04-29
CITROTECH INC.
NewCITROTECH INC.
Shares216
Event2026-03-31
Filed2026-04-29
COINSHARES BITCOIN MINING ETF
-97.44%COINSHARES BITCOIN MINING ETF
Shares29
Event2026-03-31
Filed2026-04-29
SCHZ
-50.00%SCHWAB U.S. AGGREGATE BOND ETF
Shares56
Event2026-03-31
Filed2026-04-29
MBC
0.00%MASTERBRAND INC
Shares135
Event2026-03-31
Filed2026-04-29
STIP
-45.00%ISHARES 0-5 YEAR TIPS BOND ETF
Shares11
Event2026-03-31
Filed2026-04-29
VERI
0.00%VERITONE INC
Shares500
Event2026-03-31
Filed2026-04-29
BITMINE IMMERSION TECNOL
2.00%BITMINE IMMERSION TECNOL
Shares51
Event2026-03-31
Filed2026-04-29
VXF
200.00%VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES
Shares18
Event2026-03-31
Filed2026-04-29
GLAD
3.85%GLADSTONE CAP CORP EQUITCLASS EQUITY
Shares54
Event2026-03-31
Filed2026-04-29
BN
NewBROOKFIELD CORP FCLASS A
Shares22
Event2026-03-31
Filed2026-04-29
GRAB
-27.81%GRAB HLDGS LTD FCLASS CLASS A
Shares231
Event2026-03-31
Filed2026-04-29
BLOK
-6.25%AMPLIFY BLOCKCHAIN TECHNOLOGY ETF
Shares15
Event2026-03-31
Filed2026-04-29
QS
-13.79%QUANTUMSCAPE CORP CLASS A
Shares125
Event2026-03-31
Filed2026-04-29
BKKT
-48.19%BAKKT INC CLASS A
Shares100
Event2026-03-31
Filed2026-04-29
SLV
0.00%ISHARES SILVER TRUST
Shares13
Event2026-03-31
Filed2026-04-29
HRZN
NewHORIZON TECHNOLOGY FIN C
Shares203
Event2026-03-31
Filed2026-04-29
VXUS
-99.28%VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES
Shares3
Event2026-03-31
Filed2026-04-29
IJS
0.00%ISHARES S&P SMALL-CAP 600 VALUE ETF
Shares5
Event2026-03-31
Filed2026-04-29
DRS
133.33%LEONARDO DRS INC
Shares14
Event2026-03-31
Filed2026-04-29
CLSK
62.07%CLEANSPARK INC
Shares47
Event2026-03-31
Filed2026-04-29
BB
0.00%BLACKBERRY LTD F
Shares100
Event2026-03-31
Filed2026-04-29
CACI
NewCACI INTL INC CLASS CLASS A
Shares1
Event2026-03-31
Filed2026-04-29
INSEEGO CORP
0.00%INSEEGO CORP
Shares30
Event2026-03-31
Filed2026-04-29
LCID
0.00%LUCID GROUP INC
Shares73
Event2026-03-31
Filed2026-04-29
GLXY
14.29%GALAXY DIGITAL INC CLASS CLASS A
Shares16
Event2026-03-31
Filed2026-04-29
METCB
0.00%RAMACO RES INC CLASS CLASS B
Shares37
Event2026-03-31
Filed2026-04-29
XYZ
0.00%BLOCK INC A CLASS CLASS A
Shares5
Event2026-03-31
Filed2026-04-29
BOXX
50.00%ALPHA ARCHITECT 1-3 MONTH BOX ETF
Shares3
Event2026-03-31
Filed2026-04-29
PBR
0.00%PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS
Shares14
Event2026-03-31
Filed2026-04-29
IVES
-30.77%DAN IVES WEDBUSH AI REVOLUTION ETF
Shares9
Event2026-03-31
Filed2026-04-29
DXYZ
-95.24%DESTINY TECH 100 INC
Shares10
Event2026-03-31
Filed2026-04-29
CRCL
NewCIRCLE INTERNET GROUP INCLASS CLASS A
Shares3
Event2026-03-31
Filed2026-04-29
EC
0.00%ECOPETROL S A FSPONSORED ADR 1 ADR REPS 20 ORD SHS
Shares17
Event2026-03-31
Filed2026-04-29
AI
0.00%C3 AI INC CLASS A
Shares25
Event2026-03-31
Filed2026-04-29
VST
100.00%VISTRA CORP
Shares2
Event2026-03-31
Filed2026-04-29
TEM
0.00%TEMPUS AI INC CLASS CLASS A
Shares4
Event2026-03-31
Filed2026-04-29
KBR
-16.67%KBR INC
Shares5
Event2026-03-31
Filed2026-04-29
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available