The Analysis of KESTRA PRIVATE WEALTH SERVICES, LLC's Holdings & P&L


Currently, KESTRA PRIVATE WEALTH SERVICES, LLC holds 1757 types of securities in its portfolio with a total value $8.1B. In the most recent quarter, they have increased their positions in DDLS (+217.8K shares, valued at $9.5M), JPM (+30.2K shares, valued at $8.9M), BSCS (+426.9K shares, valued at $8.7M); decreased their positions in NVDA (-56.1K shares, valued at $9.8M), BIL (-96.2K shares, valued at $8.8M), TBIL (-165.3K shares, valued at $8.2M); initiated new positions in DDLS (+217.8K shares, valued at $9.5M), CORO (+194.9K shares, valued at $6.3M), FLUD (+215.2K shares, valued at $5.4M).


1M P&L
+120.5M+1.52%
3M P&L
-374.4M-4.44%
HY P&L
-29.0M-0.36%

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/A3.8B
51.5%
2Semiconductors395.8M
5.4%
3Consumer Electronics269.7M
3.7%

Top Industries by Stock Count

1N/A849 stocks
51.4%
2Banks - Regional32 stocks
1.9%
3Software - Application28 stocks
1.7%
Stock Holdings
AAPL
APPLE INC
1.74%
Shares1.1M
Event2026-03-31
Filed2026-04-20
NVDA
NVIDIA CORPORATION
-3.66%
Shares1.5M
Event2026-03-31
Filed2026-04-20
AMZN
AMAZON COM INC
-1.04%
Shares775.5K
Event2026-03-31
Filed2026-04-20
MSFT
MICROSOFT CORP
6.26%
Shares387.6K
Event2026-03-31
Filed2026-04-20
ALPHABET INC
ALPHABET INC
-1.23%
Shares435.7K
Event2026-03-31
Filed2026-04-20
INVESCO QQQ TR
INVESCO QQQ TR
5.12%
Shares178.9K
Event2026-03-31
Filed2026-04-20
JPM
JPMORGAN CHASE & CO
9.57%
Shares345.8K
Event2026-03-31
Filed2026-04-20
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-3.09%
Shares174.3K
Event2026-03-31
Filed2026-04-20
VTV
VANGUARD INDEX FDS
4.95%
Shares422.5K
Event2026-03-31
Filed2026-04-20
SPY
TATE STR SPDR S&P 500 ETF T
9.35%
Shares122.9K
Event2026-03-31
Filed2026-04-20
COST
COSTCO WHOLESALE CORPORATION
6.72%
Shares79.8K
Event2026-03-31
Filed2026-04-20
IVV
ISHARES TR
12.01%
Shares118.5K
Event2026-03-31
Filed2026-04-20
VUG
VANGUARD INDEX FDS
1.91%
Shares170.0K
Event2026-03-31
Filed2026-04-20
BROADCOM INC
BROADCOM INC
7.00%
Shares231.3K
Event2026-03-31
Filed2026-04-20
META
META PLATFORMS INC
-7.19%
Shares119.7K
Event2026-03-31
Filed2026-04-20
BUFR
FIRST TR EXCHNG TRADED FD VI
1.67%
Shares2.0M
Event2026-03-31
Filed2026-04-20
LPHABET INC
LPHABET INC
-1.11%
Shares233.9K
Event2026-03-31
Filed2026-04-20
TSLA
TESLA INC
-0.21%
Shares178.0K
Event2026-03-31
Filed2026-04-20
VANGUARD INDEX FDS
VANGUARD INDEX FDS
3.96%
Shares107.1K
Event2026-03-31
Filed2026-04-20
RDVY
FIRST TR EXCHANGE TRADED FD
6.18%
Shares935.6K
Event2026-03-31
Filed2026-04-20
AGG
ISHARES TR
1.30%
Shares629.4K
Event2026-03-31
Filed2026-04-20
V
VISA INC
2.55%
Shares198.2K
Event2026-03-31
Filed2026-04-20
WMT
WALMART INC
-3.02%
Shares426.6K
Event2026-03-31
Filed2026-04-20
PLTR
PALANTIR TECHNOLOGIES INC
-0.35%
Shares357.6K
Event2026-03-31
Filed2026-04-20
IWF
ISHARES TR
13.40%
Shares118.2K
Event2026-03-31
Filed2026-04-20
LLY
ELI LILLY & CO
5.40%
Shares54.3K
Event2026-03-31
Filed2026-04-20
IWD
ISHARES TR
15.95%
Shares219.9K
Event2026-03-31
Filed2026-04-20
XOM
EXXON MOBIL CORP
-4.36%
Shares274.7K
Event2026-03-31
Filed2026-04-20
CVX
CHEVRON CORP NEW
12.46%
Shares222.2K
Event2026-03-31
Filed2026-04-20
GLD
SPDR GOLD TR
-2.20%
Shares104.5K
Event2026-03-31
Filed2026-04-20
SPYG
SPDR SERIES TRUST
11.71%
Shares447.7K
Event2026-03-31
Filed2026-04-20
USFR
WISDOMTREE TR
-4.30%
Shares810.9K
Event2026-03-31
Filed2026-04-20
RTX
RTX CORPORATION
1.92%
Shares209.0K
Event2026-03-31
Filed2026-04-20
IEFA
ISHARES TR
12.14%
Shares444.6K
Event2026-03-31
Filed2026-04-20
IWY
ISHARES TR
-4.92%
Shares156.8K
Event2026-03-31
Filed2026-04-20
ABBV
ABBVIE INC
3.06%
Shares177.2K
Event2026-03-31
Filed2026-04-20
HD
HOME DEPOT INC
0.56%
Shares117.1K
Event2026-03-31
Filed2026-04-20
EVMO
MORGAN STANLEY ETF TRUST
2.07%
Shares729.3K
Event2026-03-31
Filed2026-04-20
VEA
VANGUARD TAX-MANAGED FDS
3.20%
Shares570.3K
Event2026-03-31
Filed2026-04-20
JEPI
J P MORGAN EXCHANGE TRADED F
-1.95%
Shares644.7K
Event2026-03-31
Filed2026-04-20
DGRW
WISDOMTREE TR
-0.57%
Shares411.0K
Event2026-03-31
Filed2026-04-20
CGDV
CAPITAL GROUP DIVIDEND VALUE
4.85%
Shares773.7K
Event2026-03-31
Filed2026-04-20
MERCK & CO INC
MERCK & CO INC
1.46%
Shares260.1K
Event2026-03-31
Filed2026-04-20
MFSI
MFS ACTIVE EXCHANGE TRADED F
4.38%
Shares1.0M
Event2026-03-31
Filed2026-04-20
MU
MICRON TECHNOLOGY INC
-2.98%
Shares91.9K
Event2026-03-31
Filed2026-04-20
IVW
ISHARES TR
8.05%
Shares270.7K
Event2026-03-31
Filed2026-04-20
NFLX
NETFLIX INC.
1.37%
Shares317.9K
Event2026-03-31
Filed2026-04-20
AVUV
AMERICAN CENTY ETF TR
0.07%
Shares274.9K
Event2026-03-31
Filed2026-04-20
JNJ
JOHNSON & JOHNSON
2.74%
Shares123.5K
Event2026-03-31
Filed2026-04-20
IUSV
ISHARES TR
-16.07%
Shares286.1K
Event2026-03-31
Filed2026-04-20
IEMG
ISHARES INC
1.33%
Shares411.3K
Event2026-03-31
Filed2026-04-20
COWZ
PACER FDS TR
-10.71%
Shares449.8K
Event2026-03-31
Filed2026-04-20
AMGN
AMGEN INC
8.28%
Shares79.3K
Event2026-03-31
Filed2026-04-20
LMT
LOCKHEED MARTIN CORP
-3.61%
Shares46.0K
Event2026-03-31
Filed2026-04-20
CAT
CATERPILLAR INC
-5.56%
Shares39.0K
Event2026-03-31
Filed2026-04-20
CSCO
CISCO SYS INC
3.57%
Shares356.1K
Event2026-03-31
Filed2026-04-20
IJH
ISHARES TR
7.13%
Shares408.5K
Event2026-03-31
Filed2026-04-20
GS
OLDMAN SACHS GROUP INC
-0.48%
Shares32.6K
Event2026-03-31
Filed2026-04-20
NEE
NEXTERA ENERGY INC
1.29%
Shares286.5K
Event2026-03-31
Filed2026-04-20
FBND
FIDELITY MERRIMACK STR TR
-5.05%
Shares581.8K
Event2026-03-31
Filed2026-04-20
PAAA
PGIM ETF TR
0.02%
Shares501.8K
Event2026-03-31
Filed2026-04-20
MS
MORGAN STANLEY
-2.91%
Shares151.4K
Event2026-03-31
Filed2026-04-20
TLT
ISHARES TR
-0.94%
Shares286.2K
Event2026-03-31
Filed2026-04-20
TSM
TAIWAN SEMICONDUCTOR MFG LTD
13.94%
Shares73.0K
Event2026-03-31
Filed2026-04-20
VCSH
ANGUARD SCOTTSDALE FDS
-0.08%
Shares310.9K
Event2026-03-31
Filed2026-04-20
DYNF
BLACKROCK ETF TRUST
0.73%
Shares422.1K
Event2026-03-31
Filed2026-04-20
JAAA
ANUS DETROIT STR TR
-0.58%
Shares481.1K
Event2026-03-31
Filed2026-04-20
AGOX
STARBOARD INVT TR
-9.38%
Shares906.7K
Event2026-03-31
Filed2026-04-20
GDX
VANECK ETF TRUST
-3.61%
Shares262.4K
Event2026-03-31
Filed2026-04-20
PEP
PEPSICO INC
3.75%
Shares151.6K
Event2026-03-31
Filed2026-04-20
ISRG
INTUITIVE SURGICAL INC
1.12%
Shares51.0K
Event2026-03-31
Filed2026-04-20
EFV
ISHARES TR
3.09%
Shares309.2K
Event2026-03-31
Filed2026-04-20
VTI
VANGUARD INDEX FDS
-7.31%
Shares71.1K
Event2026-03-31
Filed2026-04-20
SPYV
SPDR SERIES TRUST
25.14%
Shares383.9K
Event2026-03-31
Filed2026-04-20
PG
PROCTER AND GAMBLE CO
-10.43%
Shares150.1K
Event2026-03-31
Filed2026-04-20
PSX
PHILLIPS 66
1.01%
Shares118.1K
Event2026-03-31
Filed2026-04-20
QQQM
INVESCO EXCH TRADED FD TR II
8.03%
Shares90.1K
Event2026-03-31
Filed2026-04-20
IVE
ISHARES TR
5.10%
Shares101.1K
Event2026-03-31
Filed2026-04-20
IJT
ISHARES TR
5.69%
Shares146.3K
Event2026-03-31
Filed2026-04-20
AMD
ADVANCED MICRO DEVICES INC
2.13%
Shares103.0K
Event2026-03-31
Filed2026-04-20
IJS
ISHARES TR
4.22%
Shares176.8K
Event2026-03-31
Filed2026-04-20
VO
VANGUARD INDEX FDS
6.26%
Shares72.8K
Event2026-03-31
Filed2026-04-20
IBM
INTERNATIONAL BUSINESS MACHS
4.55%
Shares85.9K
Event2026-03-31
Filed2026-04-20
MCD
MCDONALDS CORP
-1.24%
Shares66.3K
Event2026-03-31
Filed2026-04-20
VWO
VANGUARD INTL EQUITY INDEX F
11.20%
Shares380.7K
Event2026-03-31
Filed2026-04-20
VONG
VANGUARD SCOTTSDALE FDS
6.41%
Shares184.8K
Event2026-03-31
Filed2026-04-20
LMBS
FIRST TR EXCHANGE-TRADED FD
7.80%
Shares405.8K
Event2026-03-31
Filed2026-04-20
IWP
ISHARES TR
6.38%
Shares157.3K
Event2026-03-31
Filed2026-04-20
SGOV
ISHARES TR
34.64%
Shares199.3K
Event2026-03-31
Filed2026-04-20
CRWD
CROWDSTRIKE HLDGS INC
-7.49%
Shares51.1K
Event2026-03-31
Filed2026-04-20
UCON
FIRST TR EXCHNG TRADED FD VI
12.27%
Shares803.0K
Event2026-03-31
Filed2026-04-20
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
4.13%
Shares57.7K
Event2026-03-31
Filed2026-04-20
QUAL
ISHARES TR
-7.16%
Shares100.4K
Event2026-03-31
Filed2026-04-20
CGGR
CAPITAL GROUP GROWTH ETF
-0.15%
Shares473.1K
Event2026-03-31
Filed2026-04-20
KO
COCA COLA CO
17.82%
Shares247.9K
Event2026-03-31
Filed2026-04-20
ATON CORP PLC
ATON CORP PLC
1.79%
Shares52.3K
Event2026-03-31
Filed2026-04-20
BAC
BANK AMERICA CORP
1.40%
Shares378.4K
Event2026-03-31
Filed2026-04-20
QCOM
QUALCOMM INC
0.21%
Shares142.1K
Event2026-03-31
Filed2026-04-20
OEF
ISHARES TR
-10.61%
Shares55.9K
Event2026-03-31
Filed2026-04-20
VEU
VANGUARD INTL EQUITY INDEX F
61.39%
Shares236.8K
Event2026-03-31
Filed2026-04-20
EMLP
FIRST TR EXCHANGE-TRADED FD
3.76%
Shares399.7K
Event2026-03-31
Filed2026-04-20
VZ
VERIZON COMMUNICATIONS INC
-0.09%
Shares343.1K
Event2026-03-31
Filed2026-04-20
VIG
VANGUARD SPECIALIZED FUNDS
7.06%
Shares79.7K
Event2026-03-31
Filed2026-04-20
JBND
J P MORGAN EXCHANGE TRADED F
11.63%
Shares318.5K
Event2026-03-31
Filed2026-04-20
ISHARES GOLD TR
ISHARES GOLD TR
-7.66%
Shares193.5K
Event2026-03-31
Filed2026-04-20
VGT
VANGUARD WORLD FD
6.57%
Shares24.3K
Event2026-03-31
Filed2026-04-20
DIVI
RANKLIN TEMPLETON ETF TR
-1.87%
Shares425.3K
Event2026-03-31
Filed2026-04-20
IWX
ISHARES TR
0.40%
Shares182.6K
Event2026-03-31
Filed2026-04-20
VB
VANGUARD INDEX FDS
-0.62%
Shares64.2K
Event2026-03-31
Filed2026-04-20
CGBL
CAPITAL GROUP CORE BALANCED
0.39%
Shares481.8K
Event2026-03-31
Filed2026-04-20
RECS
COLUMBIA ETF TR I
10.26%
Shares417.6K
Event2026-03-31
Filed2026-04-20
EFG
ISHARES TR
4.89%
Shares144.9K
Event2026-03-31
Filed2026-04-20
DGRO
ISHARES TR
5.77%
Shares227.4K
Event2026-03-31
Filed2026-04-20
CGSD
CAPITAL GRP FIXED INCM ETF T
7.61%
Shares615.3K
Event2026-03-31
Filed2026-04-20
PH
PARKER-HANNIFIN CORP
1.67%
Shares17.6K
Event2026-03-31
Filed2026-04-20
EMR
EMERSON ELEC CO
-3.16%
Shares119.6K
Event2026-03-31
Filed2026-04-20
GEV
GE VERNOVA INC
6.87%
Shares17.8K
Event2026-03-31
Filed2026-04-20
ASML
ASML HLDG NV
-0.21%
Shares11.7K
Event2026-03-31
Filed2026-04-20
AXP
AMERICAN EXPRESS CO
16.60%
Shares50.8K
Event2026-03-31
Filed2026-04-20
MA
MASTERCARD INCORPORATED
-0.85%
Shares30.7K
Event2026-03-31
Filed2026-04-20
VOE
VANGUARD INDEX FDS
1.88%
Shares83.2K
Event2026-03-31
Filed2026-04-20
ORCL
ORACLE CORP
8.37%
Shares100.6K
Event2026-03-31
Filed2026-04-20
PANW
PALO ALTO NETWORKS INC
1.91%
Shares91.5K
Event2026-03-31
Filed2026-04-20
FVD
FIRST TR EXCHANGE-TRADED FD
-13.97%
Shares311.0K
Event2026-03-31
Filed2026-04-20
IWM
ISHARES TR
10.17%
Shares58.9K
Event2026-03-31
Filed2026-04-20
FIW
FIRST TR EXCHANGE-TRADED FD
4.94%
Shares141.2K
Event2026-03-31
Filed2026-04-20
BUFZ
FIRST TR EXCHNG TRADED FD VI
-1.68%
Shares547.0K
Event2026-03-31
Filed2026-04-20
VXUS
VANGUARD STAR FDS
5.64%
Shares181.2K
Event2026-03-31
Filed2026-04-20
DIA
TATE STR SPDR DOW JONES IND
1.07%
Shares30.0K
Event2026-03-31
Filed2026-04-20
ADI
ANALOG DEVICES INC
-0.21%
Shares43.4K
Event2026-03-31
Filed2026-04-20
ARISTA NETWORKS INC
ARISTA NETWORKS INC
6.10%
Shares111.4K
Event2026-03-31
Filed2026-04-20
CIBR
FIRST TR EXCHANGE-TRADED FD
-1.82%
Shares218.2K
Event2026-03-31
Filed2026-04-20
MOAT
VANECK ETF TRUST
-9.36%
Shares141.3K
Event2026-03-31
Filed2026-04-20
PVAL
PUTNAM ETF TRUST
74.13%
Shares294.1K
Event2026-03-31
Filed2026-04-20
IJR
ISHARES TR
8.47%
Shares109.8K
Event2026-03-31
Filed2026-04-20
GE AEROSPACE
GE AEROSPACE
18.21%
Shares47.8K
Event2026-03-31
Filed2026-04-20
VV
VANGUARD INDEX FDS
4.96%
Shares44.1K
Event2026-03-31
Filed2026-04-20
CRM
SALESFORCE INC
0.36%
Shares70.0K
Event2026-03-31
Filed2026-04-20
UNP
UNION PAC CORP
5.88%
Shares53.2K
Event2026-03-31
Filed2026-04-20
MUB
ISHARES TR
4.99%
Shares120.9K
Event2026-03-31
Filed2026-04-20
LHX
L3HARRIS TECHNOLOGIES INC
-3.03%
Shares37.0K
Event2026-03-31
Filed2026-04-20
ABT
ABBOTT LABORATORIES
6.94%
Shares122.6K
Event2026-03-31
Filed2026-04-20
CNQ
CANADIAN NAT RES LTD
-4.44%
Shares258.0K
Event2026-03-31
Filed2026-04-20
BSV
VANGUARD BD INDEX FDS
0.83%
Shares159.9K
Event2026-03-31
Filed2026-04-20
MO
ALTRIA GROUP INC
13.70%
Shares189.1K
Event2026-03-31
Filed2026-04-20
BSCQ
INVESCO EXCH TRD SLF IDX FD
11.81%
Shares633.8K
Event2026-03-31
Filed2026-04-20
ICE
INTERCONTINENTAL EXCHANGE IN
4.78%
Shares78.1K
Event2026-03-31
Filed2026-04-20
UBER
BER TECHNOLOGIES INC
7.69%
Shares170.6K
Event2026-03-31
Filed2026-04-20
CGMU
CAPITAL GRP FIXED INCM ETF T
4.58%
Shares450.1K
Event2026-03-31
Filed2026-04-20
VTEB
VANGUARD MUN BD FDS
10.86%
Shares243.5K
Event2026-03-31
Filed2026-04-20
TXN
TEXAS INSTRS INC
7.20%
Shares62.3K
Event2026-03-31
Filed2026-04-20
BA
BOEING CO
2.40%
Shares59.8K
Event2026-03-31
Filed2026-04-20
IWS
ISHARES TR
2.60%
Shares81.6K
Event2026-03-31
Filed2026-04-20
SDVY
FIRST TR EXCHANGE TRADED FD
-0.91%
Shares299.3K
Event2026-03-31
Filed2026-04-20
BSCR
INVESCO EXCH TRD SLF IDX FD
38.64%
Shares601.0K
Event2026-03-31
Filed2026-04-20
FPE
FIRST TR EXCH TRADED FD III
5.35%
Shares659.7K
Event2026-03-31
Filed2026-04-20
GRNY
TIDAL TRUST I
19.45%
Shares487.5K
Event2026-03-31
Filed2026-04-20
JEPQ
P MORGAN EXCHANGE TRADED F
-2.58%
Shares207.6K
Event2026-03-31
Filed2026-04-20
LINDE PLC
LINDE PLC
2.33%
Shares23.1K
Event2026-03-31
Filed2026-04-20
BUFD
FIRST TR EXCHNG TRADED FD VI
-26.04%
Shares408.8K
Event2026-03-31
Filed2026-04-20
XLK
SELECT SECTOR SPDR TR
-0.02%
Shares86.1K
Event2026-03-31
Filed2026-04-20
TIDAL TRUST III
TIDAL TRUST III
39.05%
Shares456.9K
Event2026-03-31
Filed2026-04-20
SCHP
SCHWAB STRATEGIC TR
6.14%
Shares428.7K
Event2026-03-31
Filed2026-04-20
ITOT
ISHARES TR
-13.66%
Shares78.8K
Event2026-03-31
Filed2026-04-20
BSCS
INVESCO EXCH TRD SLF IDX FD
347.64%
Shares549.8K
Event2026-03-31
Filed2026-04-20
AGGY
WISDOMTREE TR
10.01%
Shares258.0K
Event2026-03-31
Filed2026-04-20
GLW
CORNING INC
-4.23%
Shares81.1K
Event2026-03-31
Filed2026-04-20
CB
CHUBB LTD SWITZ
-1.61%
Shares33.8K
Event2026-03-31
Filed2026-04-20
PSFF
PACER FDS TR
14.31%
Shares343.3K
Event2026-03-31
Filed2026-04-20
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
13.11%
Shares57.2K
Event2026-03-31
Filed2026-04-20
SCHD
SCHWAB STRATEGIC TR
-3.53%
Shares350.2K
Event2026-03-31
Filed2026-04-20
IUSG
ISHARES TR
4.63%
Shares68.2K
Event2026-03-31
Filed2026-04-20
SRLN
SSGA ACTIVE ETF TR
1.96%
Shares259.3K
Event2026-03-31
Filed2026-04-20
BKNG
BOOKING HOLDINGS INC
-1.16%
Shares2.5K
Event2026-03-31
Filed2026-04-20
JCI
JOHNSON CONTROLS INTERNATION
2.09%
Shares79.1K
Event2026-03-31
Filed2026-04-20
BMY
BRISTOL-MYERS SQUIBB CO
3.94%
Shares170.2K
Event2026-03-31
Filed2026-04-20
SOXX
ISHARES TR
-0.72%
Shares31.4K
Event2026-03-31
Filed2026-04-20
AIRR
FIRST TR EXCHANGE TRADED FD
25.49%
Shares92.5K
Event2026-03-31
Filed2026-04-20
T
AT&T INC
-5.52%
Shares351.3K
Event2026-03-31
Filed2026-04-20
AZO
AUTOZONE INC
2.99%
Shares3.0K
Event2026-03-31
Filed2026-04-20
BLACKROCK INC
BLACKROCK INC
-8.27%
Shares10.5K
Event2026-03-31
Filed2026-04-20
SMH
VANECK ETF TRUST
11.73%
Shares26.4K
Event2026-03-31
Filed2026-04-20
AOR
ISHARES TR
11.35%
Shares156.6K
Event2026-03-31
Filed2026-04-20
HON
HONEYWELL INTL INC
-3.61%
Shares44.5K
Event2026-03-31
Filed2026-04-20
WFC
WELLS FARGO CO NEW
-5.82%
Shares126.0K
Event2026-03-31
Filed2026-04-20
VBR
VANGUARD INDEX FDS
-5.22%
Shares45.8K
Event2026-03-31
Filed2026-04-20
MEDTRONIC PLC
MEDTRONIC PLC
1.26%
Shares114.6K
Event2026-03-31
Filed2026-04-20
SPGI
S&P GLOBAL INC
-8.53%
Shares22.9K
Event2026-03-31
Filed2026-04-20
IEI
ISHARES TR
2.50%
Shares81.8K
Event2026-03-31
Filed2026-04-20
MTUM
ISHARES TR
11.36%
Shares40.3K
Event2026-03-31
Filed2026-04-20
FLMI
FRANKLIN TEMPLETON ETF TR
2.00%
Shares385.6K
Event2026-03-31
Filed2026-04-20
OPEN
OPENDOOR TECHNOLOGIES INC
24.62%
Shares2.0M
Event2026-03-31
Filed2026-04-20
UKE ENERGY CORP NEW
UKE ENERGY CORP NEW
-0.58%
Shares72.5K
Event2026-03-31
Filed2026-04-20
DDLS
WISDOMTREE TR
New
Shares217.8K
Event2026-03-31
Filed2026-04-20
O
REALTY INCOME CORP
11.78%
Shares154.5K
Event2026-03-31
Filed2026-04-20
VYMI
VANGUARD WHITEHALL FDS
4.19%
Shares100.1K
Event2026-03-31
Filed2026-04-20
UYLD
ANGEL OAK FUNDS TRUST
5.63%
Shares184.4K
Event2026-03-31
Filed2026-04-20
AMAX
STARBOARD INVT TR
11.90%
Shares1.2M
Event2026-03-31
Filed2026-04-20
ANGL
VANECK ETF TRUST
50.28%
Shares325.0K
Event2026-03-31
Filed2026-04-20
LOW
LOWES COS INC
5.29%
Shares39.5K
Event2026-03-31
Filed2026-04-20
BINC
BLACKROCK ETF TRUST II
-9.41%
Shares178.8K
Event2026-03-31
Filed2026-04-20
BK
BANK NEW YORK MELLON CORP
4.94%
Shares78.2K
Event2026-03-31
Filed2026-04-20
VCIT
VANGUARD SCOTTSDALE FDS
10.16%
Shares112.1K
Event2026-03-31
Filed2026-04-20
ALLY
ALLY FINL INC
4.07%
Shares235.6K
Event2026-03-31
Filed2026-04-20
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
-2.48%
Shares23.2K
Event2026-03-31
Filed2026-04-20
SBUX
STARBUCKS CORP
8.30%
Shares100.4K
Event2026-03-31
Filed2026-04-20
HELO
J P MORGAN EXCHANGE TRADED F
-4.42%
Shares140.5K
Event2026-03-31
Filed2026-04-20
SYK
STRYKER CORPORATION
2.78%
Shares27.3K
Event2026-03-31
Filed2026-04-20
VYM
VANGUARD WHITEHALL FDS
2.17%
Shares60.5K
Event2026-03-31
Filed2026-04-20
AMAT
APPLIED MATLS INC
0.46%
Shares26.2K
Event2026-03-31
Filed2026-04-20
BIV
VANGUARD BD INDEX FDS
1.68%
Shares115.1K
Event2026-03-31
Filed2026-04-20
FNDF
SCHWAB STRATEGIC TR
7.44%
Shares181.0K
Event2026-03-31
Filed2026-04-20
DIVO
MPLIFY ETF TR
-8.24%
Shares197.5K
Event2026-03-31
Filed2026-04-20
KLAC
KLA CORP
-11.57%
Shares6.0K
Event2026-03-31
Filed2026-04-20
IWR
ISHARES TR
13.32%
Shares90.4K
Event2026-03-31
Filed2026-04-20
DIS
DISNEY WALT CO
20.83%
Shares91.1K
Event2026-03-31
Filed2026-04-20
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
0.49%
Shares43.9K
Event2026-03-31
Filed2026-04-20
UNH
UNITEDHEALTH GROUP INC
14.52%
Shares31.9K
Event2026-03-31
Filed2026-04-20
DUSA
DAVIS FUNDAMENTAL ETF TR
6.64%
Shares169.5K
Event2026-03-31
Filed2026-04-20
FFLC
FIDELITY COVINGTON TRUST
30.72%
Shares167.0K
Event2026-03-31
Filed2026-04-20
AOA
ISHARES TR
4.39%
Shares96.3K
Event2026-03-31
Filed2026-04-20
EFA
ISHARES TR
39.15%
Shares87.5K
Event2026-03-31
Filed2026-04-20
PFE
PFIZER INC
-9.00%
Shares301.9K
Event2026-03-31
Filed2026-04-20
VOT
VANGUARD INDEX FDS
0.75%
Shares32.3K
Event2026-03-31
Filed2026-04-20
FIDU
FIDELITY COVINGTON TRUST
184.25%
Shares95.8K
Event2026-03-31
Filed2026-04-20
BIL
SPDR SERIES TRUST
-51.66%
Shares90.0K
Event2026-03-31
Filed2026-04-20
FTSM
FIRST TR EXCHANGE-TRADED FD
-20.75%
Shares137.6K
Event2026-03-31
Filed2026-04-20
TJX
TJX COS INC NEW
20.81%
Shares51.2K
Event2026-03-31
Filed2026-04-20
WELL
WELLTOWER INC
6.43%
Shares41.3K
Event2026-03-31
Filed2026-04-20
FVAL
FIDELITY COVINGTON TRUST
0.84%
Shares117.1K
Event2026-03-31
Filed2026-04-20
PM
PHILIP MORRIS INTL INC
9.02%
Shares49.0K
Event2026-03-31
Filed2026-04-20
INTC
INTEL CORP
2.25%
Shares183.6K
Event2026-03-31
Filed2026-04-20
TMO
THERMO FISHER SCIENTIFIC INC
3.04%
Shares15.8K
Event2026-03-31
Filed2026-04-20
SO
SOUTHERN CO
0.36%
Shares80.2K
Event2026-03-31
Filed2026-04-20
PWR
QUANTA SVCS INC
-2.67%
Shares14.0K
Event2026-03-31
Filed2026-04-20
XMHQ
INVESCO EXCHANGE TRADED FD T
4.43%
Shares74.4K
Event2026-03-31
Filed2026-04-20
LQD
ISHARES TR
-4.47%
Shares70.4K
Event2026-03-31
Filed2026-04-20
BLACKSTONE INC
BLACKSTONE INC
1.16%
Shares66.5K
Event2026-03-31
Filed2026-04-20
BOXX
EA SERIES TRUST
99.35%
Shares65.4K
Event2026-03-31
Filed2026-04-20
PLD
PROLOGIS INC.
1.29%
Shares57.5K
Event2026-03-31
Filed2026-04-20
MGK
VANGUARD WORLD FD
-18.49%
Shares20.6K
Event2026-03-31
Filed2026-04-20
KMI
INDER MORGAN INC DEL
-3.67%
Shares224.0K
Event2026-03-31
Filed2026-04-20
RWL
INVESCO EXCH TRADED FD TR II
-8.68%
Shares65.3K
Event2026-03-31
Filed2026-04-20
NOC
NORTHROP GRUMMAN CORP
19.43%
Shares11.0K
Event2026-03-31
Filed2026-04-20
EDIV
SPDR INDEX SHS FDS
5.43%
Shares187.8K
Event2026-03-31
Filed2026-04-20
AEP
AMERICAN ELEC PWR CO INC
11.30%
Shares56.2K
Event2026-03-31
Filed2026-04-20
THRO
BLACKROCK ETF TRUST
8.45%
Shares202.9K
Event2026-03-31
Filed2026-04-20
XLF
SELECT SECTOR SPDR TR
1.73%
Shares147.5K
Event2026-03-31
Filed2026-04-20
FDN
FIRST TR EXCHANGE-TRADED FD
-11.19%
Shares30.8K
Event2026-03-31
Filed2026-04-20
CENCORA INC
CENCORA INC
4.56%
Shares22.8K
Event2026-03-31
Filed2026-04-20
VGLT
ANGUARD SCOTTSDALE FDS
28.09%
Shares127.3K
Event2026-03-31
Filed2026-04-20
IWO
ISHARES TR
1.83%
Shares22.3K
Event2026-03-31
Filed2026-04-20
JPST
J P MORGAN EXCHANGE TRADED F
-33.43%
Shares136.4K
Event2026-03-31
Filed2026-04-20
SUB
ISHARES TR
16.65%
Shares64.5K
Event2026-03-31
Filed2026-04-20
XLE
SELECT SECTOR SPDR TR
12.20%
Shares111.1K
Event2026-03-31
Filed2026-04-20
SHY
ISHARES TR
8.21%
Shares81.8K
Event2026-03-31
Filed2026-04-20
IHDG
WISDOMTREE TR
5.97%
Shares140.0K
Event2026-03-31
Filed2026-04-20
AXON
AXON ENTERPRISE INC
-7.28%
Shares15.8K
Event2026-03-31
Filed2026-04-20
BAI
BLACKROCK ETF TRUST
20.11%
Shares202.0K
Event2026-03-31
Filed2026-04-20
PDBC
INVESCO ACTVELY MNGD ETC FD
-16.93%
Shares381.7K
Event2026-03-31
Filed2026-04-20
WMB
WILLIAMS COS INC
-6.92%
Shares90.7K
Event2026-03-31
Filed2026-04-20
FLQM
FRANKLIN TEMPLETON ETF TR
-8.94%
Shares119.9K
Event2026-03-31
Filed2026-04-20
IBHF
ISHARES TR
5.03%
Shares284.9K
Event2026-03-31
Filed2026-04-20
GLDM
WORLD GOLD TR
0.02%
Shares69.6K
Event2026-03-31
Filed2026-04-20
CMG
CHIPOTLE MEXICAN GRILL INC
-0.77%
Shares201.1K
Event2026-03-31
Filed2026-04-20
GOVT
ISHARES TR
37.35%
Shares280.0K
Event2026-03-31
Filed2026-04-20
AFL
AFLAC INC
-6.10%
Shares58.3K
Event2026-03-31
Filed2026-04-20
FDVV
FIDELITY COVINGTON TRUST
-0.37%
Shares114.8K
Event2026-03-31
Filed2026-04-20
JHMM
JOHN HANCOCK EXCHANGE TRADED
-0.55%
Shares93.5K
Event2026-03-31
Filed2026-04-20
CORO
BLACKROCK ETF TRUST
New
Shares194.9K
Event2026-03-31
Filed2026-04-20
DE
DEERE & CO
8.22%
Shares11.1K
Event2026-03-31
Filed2026-04-20
ALPS ETF TR
ALPS ETF TR
-1.35%
Shares112.1K
Event2026-03-31
Filed2026-04-20
CAIE
CALAMOS ETF TR
111.55%
Shares247.8K
Event2026-03-31
Filed2026-04-20
WM
WASTE MGMT INC DEL
5.38%
Shares26.9K
Event2026-03-31
Filed2026-04-20
GLTR
ABRDN PRECIOUS METALS BASKET
0.82%
Shares28.1K
Event2026-03-31
Filed2026-04-20
VLO
VALERO ENERGY CORP
8.35%
Shares24.8K
Event2026-03-31
Filed2026-04-20
IOO
ISHARES TR
-20.39%
Shares50.6K
Event2026-03-31
Filed2026-04-20
APH
AMPHENOL CORP
14.88%
Shares48.1K
Event2026-03-31
Filed2026-04-20
ADP
AUTOMATIC DATA PROCESSING IN
0.27%
Shares29.8K
Event2026-03-31
Filed2026-04-20
CALF
PACER FDS TR
23.46%
Shares134.6K
Event2026-03-31
Filed2026-04-20
FNX
FIRST TR EXCHANGE-TRADED ALP
1.34%
Shares46.6K
Event2026-03-31
Filed2026-04-20
BND
VANGUARD BD INDEX FDS
5.22%
Shares81.1K
Event2026-03-31
Filed2026-04-20
SPHQ
INVESCO EXCHANGE TRADED FD T
-7.02%
Shares79.2K
Event2026-03-31
Filed2026-04-20
FBTC
FIDELITY WISE ORIGIN BITCOIN
-3.27%
Shares100.2K
Event2026-03-31
Filed2026-04-20
DLN
WISDOMTREE TR
0.76%
Shares66.2K
Event2026-03-31
Filed2026-04-20
IDEV
SHARES TR
9.81%
Shares70.5K
Event2026-03-31
Filed2026-04-20
AFLG
FIRST TR EXCHNG TRADED FD VI
-3.00%
Shares151.4K
Event2026-03-31
Filed2026-04-20
SHOP
SHOPIFY INC
-0.32%
Shares48.6K
Event2026-03-31
Filed2026-04-20
TSCO
TRACTOR SUPPLY CO
1.13%
Shares126.7K
Event2026-03-31
Filed2026-04-20
DFAS
DIMENSIONAL ETF TRUST
477.16%
Shares80.5K
Event2026-03-31
Filed2026-04-20
COP
ONOCOPHILLIPS
-0.21%
Shares43.3K
Event2026-03-31
Filed2026-04-20
FDMO
FIDELITY COVINGTON TRUST
1.28%
Shares71.0K
Event2026-03-31
Filed2026-04-20
CITIGROUP INC
CITIGROUP INC
-1.10%
Shares50.1K
Event2026-03-31
Filed2026-04-20
FDX
FEDEX CORP
2.89%
Shares15.9K
Event2026-03-31
Filed2026-04-20
INTU
INTUIT
8.01%
Shares13.1K
Event2026-03-31
Filed2026-04-20
NKE
NIKE INC
-1.24%
Shares107.2K
Event2026-03-31
Filed2026-04-20
DBEF
DBX ETF TR
2.49%
Shares114.6K
Event2026-03-31
Filed2026-04-20
JCPB
J P MORGAN EXCHANGE TRADED F
79.37%
Shares119.5K
Event2026-03-31
Filed2026-04-20
FBCG
FIDELITY COVINGTON TRUST
-7.83%
Shares111.6K
Event2026-03-31
Filed2026-04-20
PALL
ABRDN PALLADIUM ETF TRUST
3.88%
Shares41.4K
Event2026-03-31
Filed2026-04-20
ORLY
OREILLY AUTOMOTIVE INC
-0.81%
Shares60.4K
Event2026-03-31
Filed2026-04-20
CEG
CONSTELLATION ENERGY CORP
-5.81%
Shares19.9K
Event2026-03-31
Filed2026-04-20
MPC
MARATHON PETE CORP
2.31%
Shares22.6K
Event2026-03-31
Filed2026-04-20
GILD
GILEAD SCIENCES INC
-6.97%
Shares39.5K
Event2026-03-31
Filed2026-04-20
LAM RESEARCH CORP
LAM RESEARCH CORP
-18.33%
Shares25.5K
Event2026-03-31
Filed2026-04-20
SDY
SPDR SERIES TRUST
5.90%
Shares37.2K
Event2026-03-31
Filed2026-04-20
CLOI
VANECK ETF TRUST
28.06%
Shares102.8K
Event2026-03-31
Filed2026-04-20
TMUS
T-MOBILE US INC
5.75%
Shares25.8K
Event2026-03-31
Filed2026-04-20
SLV
ISHARES SILVER TR
7.14%
Shares79.4K
Event2026-03-31
Filed2026-04-20
CAH
CARDINAL HEALTH INC
2.26%
Shares25.5K
Event2026-03-31
Filed2026-04-20
FLUD
FRANKLIN TEMPLETON ETF TR
New
Shares215.2K
Event2026-03-31
Filed2026-04-20
FTCS
FIRST TR EXCHANGE-TRADED FD
-31.48%
Shares57.5K
Event2026-03-31
Filed2026-04-20
BP
BP PLC
1.41%
Shares112.7K
Event2026-03-31
Filed2026-04-20
SHLD
GLOBAL X FDS
20.26%
Shares74.4K
Event2026-03-31
Filed2026-04-20
ALL
ALLSTATE CORP
10.35%
Shares25.3K
Event2026-03-31
Filed2026-04-20
PNC
PNC FINL SVCS GROUP INC
16.11%
Shares25.1K
Event2026-03-31
Filed2026-04-20
FDL
FIRST TR EXCHANGE-TRADED FD
-0.05%
Shares102.2K
Event2026-03-31
Filed2026-04-20
TBIL
RBB FD INC
-61.40%
Shares103.9K
Event2026-03-31
Filed2026-04-20
HWM
HOWMET AEROSPACE INC
1.84%
Shares22.2K
Event2026-03-31
Filed2026-04-20
CTAS
CINTAS CORP
8.60%
Shares30.0K
Event2026-03-31
Filed2026-04-20
CDNS
CADENCE DESIGN SYSTEM INC
3.88%
Shares18.0K
Event2026-03-31
Filed2026-04-20
SCHG
SCHWAB STRATEGIC TR
4.22%
Shares170.4K
Event2026-03-31
Filed2026-04-20
FTEC
FIDELITY COVINGTON TRUST
-4.93%
Shares23.8K
Event2026-03-31
Filed2026-04-20
OKE
ONEOK INC NEW
28.60%
Shares54.1K
Event2026-03-31
Filed2026-04-20
FLTR
VANECK ETF TRUST
40.71%
Shares191.6K
Event2026-03-31
Filed2026-04-20
HYG
ISHARES TR
0.16%
Shares60.7K
Event2026-03-31
Filed2026-04-20
CVS
CVS HEALTH CORP
6.07%
Shares66.8K
Event2026-03-31
Filed2026-04-20
TGT
TARGET CORP
-2.01%
Shares39.6K
Event2026-03-31
Filed2026-04-20
FXL
FIRST TR EXCHANGE-TRADED FD
-3.33%
Shares30.1K
Event2026-03-31
Filed2026-04-20
FQAL
FIDELITY COVINGTON TRUST
4.24%
Shares65.7K
Event2026-03-31
Filed2026-04-20
XLU
SELECT SECTOR SPDR TR
1.33%
Shares103.0K
Event2026-03-31
Filed2026-04-20
BR
BROADRIDGE FINL SOLUTIONS IN
0.54%
Shares29.0K
Event2026-03-31
Filed2026-04-20
FENI
FIDELITY COVINGTON TRUST
1101.92%
Shares126.8K
Event2026-03-31
Filed2026-04-20
AVEM
AMERICAN CENTY ETF TR
32.17%
Shares58.5K
Event2026-03-31
Filed2026-04-20
BALT
INNOVATOR ETFS TRUST
-16.82%
Shares140.0K
Event2026-03-31
Filed2026-04-20
ATO
ATMOS ENERGY CORP
2.55%
Shares25.3K
Event2026-03-31
Filed2026-04-20
APD
AIR PRODUCTS AND CHEMICALS I
42.33%
Shares16.1K
Event2026-03-31
Filed2026-04-20
FLCB
FRANKLIN TEMPLETON ETF TR
4.27%
Shares217.2K
Event2026-03-31
Filed2026-04-20
XLG
INVESCO EXCHANGE TRADED FD T
1589.32%
Shares85.2K
Event2026-03-31
Filed2026-04-20
SHYG
ISHARES TR
14.43%
Shares109.5K
Event2026-03-31
Filed2026-04-20
FTCB
FIRST TR EXCHANGE-TRADED FD
21.97%
Shares219.1K
Event2026-03-31
Filed2026-04-20
XLV
SELECT SECTOR SPDR TR
4.21%
Shares31.2K
Event2026-03-31
Filed2026-04-20
AIQ
GLOBAL X FDS
-3.01%
Shares97.9K
Event2026-03-31
Filed2026-04-20
GRPM
INVESCO EXCHANGE TRADED FD T
-10.58%
Shares38.6K
Event2026-03-31
Filed2026-04-20
BN
BROOKFIELD CORP
-3.77%
Shares112.2K
Event2026-03-31
Filed2026-04-20
HYMB
SPDR SERIES TRUST
8.81%
Shares181.9K
Event2026-03-31
Filed2026-04-20
RF
REGIONS FINANCIAL CORP NEW
1.18%
Shares171.6K
Event2026-03-31
Filed2026-04-20
NSC
NORFOLK SOUTHN CORP
-7.25%
Shares15.6K
Event2026-03-31
Filed2026-04-20
ZTS
ZOETIS INC
-2.28%
Shares37.8K
Event2026-03-31
Filed2026-04-20
TFC
TRUIST FINL CORP
4.13%
Shares96.9K
Event2026-03-31
Filed2026-04-20
PFF
ISHARES TR
-9.98%
Shares146.0K
Event2026-03-31
Filed2026-04-20
CELESTICA INC
CELESTICA INC
3.86%
Shares15.6K
Event2026-03-31
Filed2026-04-20
ARKK
ARK ETF TR
-4.29%
Shares64.8K
Event2026-03-31
Filed2026-04-20
VBK
VANGUARD INDEX FDS
-0.37%
Shares14.3K
Event2026-03-31
Filed2026-04-20
VRTX
VERTEX PHARMACEUTICALS INC
-7.31%
Shares9.7K
Event2026-03-31
Filed2026-04-20
D
DOMINION ENERGY INC
12.62%
Shares69.5K
Event2026-03-31
Filed2026-04-20
CSX
CSX CORP
-3.17%
Shares104.5K
Event2026-03-31
Filed2026-04-20
COIN
COINBASE GLOBAL INC
8.32%
Shares24.5K
Event2026-03-31
Filed2026-04-20
F
FORD MTR CO
-0.26%
Shares369.7K
Event2026-03-31
Filed2026-04-20
UPS
UNITED PARCEL SERVICE INC
-10.16%
Shares43.2K
Event2026-03-31
Filed2026-04-20
SPMD
PDR SERIES TRUST
6.84%
Shares71.8K
Event2026-03-31
Filed2026-04-20
OC
OWENS CORNING NEW
1.83%
Shares39.2K
Event2026-03-31
Filed2026-04-20
ITA
ISHARES TR
3.15%
Shares19.3K
Event2026-03-31
Filed2026-04-20
HDB
HDFC BANK LTD
-12.35%
Shares169.7K
Event2026-03-31
Filed2026-04-20
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
0.31%
Shares36.2K
Event2026-03-31
Filed2026-04-20
IBIT
ISHARES BITCOIN TRUST ETF
17.90%
Shares108.4K
Event2026-03-31
Filed2026-04-20
FCX
REEPORT MCMORAN INC
5.16%
Shares70.2K
Event2026-03-31
Filed2026-04-20
QYLD
GLOBAL X FDS
-10.43%
Shares240.5K
Event2026-03-31
Filed2026-04-20
EPD
ENTERPRISE PRODS PARTNERS L
-11.27%
Shares108.7K
Event2026-03-31
Filed2026-04-20
TLTW
ISHARES TR
3.30%
Shares181.6K
Event2026-03-31
Filed2026-04-20
VGIT
VANGUARD SCOTTSDALE FDS
37.84%
Shares68.7K
Event2026-03-31
Filed2026-04-20
IBDR
ISHARES TR
4.56%
Shares166.3K
Event2026-03-31
Filed2026-04-20
CL
COLGATE PALMOLIVE CO
20.23%
Shares47.2K
Event2026-03-31
Filed2026-04-20
ET
ENERGY TRANSFER L P
-6.08%
Shares206.6K
Event2026-03-31
Filed2026-04-20
DECK
DECKERS OUTDOOR CORP
2.88%
Shares39.7K
Event2026-03-31
Filed2026-04-20
SCHW
SCHWAB CHARLES CORP
340.61%
Shares41.9K
Event2026-03-31
Filed2026-04-20
TLH
ISHARES TR
9.90%
Shares39.1K
Event2026-03-31
Filed2026-04-20
SPGP
INVESCO EXCHANGE TRADED FD T
10.37%
Shares36.6K
Event2026-03-31
Filed2026-04-20
TAFI
AB ACTIVE ETFS INC
New
Shares156.0K
Event2026-03-31
Filed2026-04-20
BSX
BOSTON SCIENTIFIC CORP
11.74%
Shares62.5K
Event2026-03-31
Filed2026-04-20
IXUS
ISHARES TR
24.12%
Shares45.1K
Event2026-03-31
Filed2026-04-20
VGK
VANGUARD INTL EQUITY INDEX F
31.79%
Shares47.3K
Event2026-03-31
Filed2026-04-20
GARP
ISHARES TR
-2.49%
Shares60.8K
Event2026-03-31
Filed2026-04-20
NVS
NOVARTIS AG
-9.39%
Shares25.3K
Event2026-03-31
Filed2026-04-20
IAGG
ISHARES TR
3.43%
Shares77.0K
Event2026-03-31
Filed2026-04-20
NEM
NEWMONT CORP
-19.77%
Shares35.5K
Event2026-03-31
Filed2026-04-20
PAVE
GLOBAL X FDS
43.91%
Shares75.5K
Event2026-03-31
Filed2026-04-20
IYW
ISHARES TR
-2.24%
Shares21.1K
Event2026-03-31
Filed2026-04-20
COF
CAPITAL ONE FINL CORP
9.68%
Shares20.9K
Event2026-03-31
Filed2026-04-20
IWN
ISHARES TR
13.07%
Shares19.9K
Event2026-03-31
Filed2026-04-20
QGRO
AMERICAN CENTY ETF TR
1.12%
Shares35.9K
Event2026-03-31
Filed2026-04-20
GRID
FIRST TR EXCHANGE-TRADED FD
108.06%
Shares22.9K
Event2026-03-31
Filed2026-04-20
CRWV
COREWEAVE INC
30.12%
Shares48.1K
Event2026-03-31
Filed2026-04-20
FYEE
FIDELITY GREENWOOD STREET TR
261.59%
Shares137.1K
Event2026-03-31
Filed2026-04-20
VLUE
ISHARES TR
878.21%
Shares26.0K
Event2026-03-31
Filed2026-04-20
ULTA
ULTA BEAUTY INC
-5.40%
Shares7.1K
Event2026-03-31
Filed2026-04-20
FSMD
FIDELITY COVINGTON TRUST
7.53%
Shares82.0K
Event2026-03-31
Filed2026-04-20
KMB
KIMBERLY-CLARK CORP
19.25%
Shares37.8K
Event2026-03-31
Filed2026-04-20
AEM
AGNICO EAGLE MINES LTD
-5.68%
Shares17.9K
Event2026-03-31
Filed2026-04-20
HFXI
NEW YORK LIFE INVESTMENTS ET
9.76%
Shares108.3K
Event2026-03-31
Filed2026-04-20
MDY
STATE STR SPDR S&P MIDCAP 40
10.10%
Shares5.9K
Event2026-03-31
Filed2026-04-20
VRT
VERTIV HOLDINGS CO
29.70%
Shares14.2K
Event2026-03-31
Filed2026-04-20
ILDR
FIRST TR EXCHNG TRADED FD VI
New
Shares119.2K
Event2026-03-31
Filed2026-04-20
CHRW
C H ROBINSON WORLDWIDE IN
0.17%
Shares21.3K
Event2026-03-31
Filed2026-04-20
VFH
VANGUARD WORLD FD
6.98%
Shares29.3K
Event2026-03-31
Filed2026-04-20
MFC
MANULIFE FINL CORP
5.18%
Shares102.4K
Event2026-03-31
Filed2026-04-20
AMT
AMERICAN TOWER CORP
-41.43%
Shares20.4K
Event2026-03-31
Filed2026-04-20
PEG
PUBLIC SVC ENTERPRISE GRP IN
1.33%
Shares43.1K
Event2026-03-31
Filed2026-04-20
MMM
3M CO
-17.12%
Shares24.0K
Event2026-03-31
Filed2026-04-20
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares17.5K
Event2026-03-31
Filed2026-04-20
TT
TRANE TECHNOLOGIES PLC
-2.91%
Shares8.3K
Event2026-03-31
Filed2026-04-20
NOBL
PROSHARES TR
0.17%
Shares32.2K
Event2026-03-31
Filed2026-04-20
BXP
BXP INC
27.99%
Shares65.3K
Event2026-03-31
Filed2026-04-20
AFMC
FIRST TR EXCHNG TRADED FD VI
-2.52%
Shares95.3K
Event2026-03-31
Filed2026-04-20
ENB
ENBRIDGE INC
-0.18%
Shares62.2K
Event2026-03-31
Filed2026-04-20
WDC
WESTERN DIGITAL CORP
-7.34%
Shares12.4K
Event2026-03-31
Filed2026-04-20
FMDE
FIDELITY COVINGTON TRUST
21.74%
Shares91.4K
Event2026-03-31
Filed2026-04-20
IEF
ISHARES TR
7.50%
Shares34.4K
Event2026-03-31
Filed2026-04-20
XAR
SPDR SERIES TRUST
-0.68%
Shares12.9K
Event2026-03-31
Filed2026-04-20
FLRN
SPDR SERIES TRUST
1.57%
Shares106.4K
Event2026-03-31
Filed2026-04-20
QQQI
NEOS ETF TRUST
-0.26%
Shares65.9K
Event2026-03-31
Filed2026-04-20
SHW
SHERWIN WILLIAMS CO
5.13%
Shares10.2K
Event2026-03-31
Filed2026-04-20
TCAF
T ROWE PRICE ETF INC
3.69%
Shares90.6K
Event2026-03-31
Filed2026-04-20
CIEN
CIENA CORP
33.66%
Shares8.3K
Event2026-03-31
Filed2026-04-20
MSTR
STRATEGY INC
19.72%
Shares25.7K
Event2026-03-31
Filed2026-04-20
SPTB
SPDR SERIES TRUST
-6.67%
Shares105.9K
Event2026-03-31
Filed2026-04-20
CGGO
CAPITAL GROUP GBL GROWTH EQT
15.22%
Shares95.7K
Event2026-03-31
Filed2026-04-20
VTWO
VANGUARD SCOTTSDALE FDS
73.29%
Shares31.8K
Event2026-03-31
Filed2026-04-20
CGUS
CAPITAL GROUP CORE EQUITY ET
102.59%
Shares82.6K
Event2026-03-31
Filed2026-04-20
FLOT
ISHARES TR
-5.59%
Shares62.1K
Event2026-03-31
Filed2026-04-20
CROWN CASTLE INC
CROWN CASTLE INC
12.44%
Shares38.7K
Event2026-03-31
Filed2026-04-20
HOOD
ROBINHOOD MKTS INC
55.75%
Shares44.9K
Event2026-03-31
Filed2026-04-20
XLY
ELECT SECTOR SPDR TR
6.92%
Shares28.3K
Event2026-03-31
Filed2026-04-20
SCHO
SCHWAB STRATEGIC TR
-4.88%
Shares126.0K
Event2026-03-31
Filed2026-04-20
DLR
DIGITAL RLTY TR INC
15.89%
Shares16.9K
Event2026-03-31
Filed2026-04-20
SJM
SMUCKER J M CO
5.06%
Shares31.4K
Event2026-03-31
Filed2026-04-20
CHD
CHURCH & DWIGHT CO INC
-6.57%
Shares32.5K
Event2026-03-31
Filed2026-04-20
TREX
TREX INC
-1.23%
Shares83.1K
Event2026-03-31
Filed2026-04-20
IBHG
ISHARES TR
12.55%
Shares136.0K
Event2026-03-31
Filed2026-04-20
DHR
DANAHER CORPORATION
-23.36%
Shares15.8K
Event2026-03-31
Filed2026-04-20
HLT
ILTON WORLDWIDE HLDGS INC
41.54%
Shares9.9K
Event2026-03-31
Filed2026-04-20
APP
APPLOVIN CORP
-16.77%
Shares7.5K
Event2026-03-31
Filed2026-04-20
FUMB
FIRST TR EXCH TRADED FD III
8.25%
Shares148.7K
Event2026-03-31
Filed2026-04-20
COWG
PACER FDS TR
-1.38%
Shares88.1K
Event2026-03-31
Filed2026-04-20
PGR
PROGRESSIVE CORP
-8.33%
Shares15.0K
Event2026-03-31
Filed2026-04-20
CPRT
COPART INC
70.87%
Shares88.9K
Event2026-03-31
Filed2026-04-20
ETR
ENTERGY CORP NEW
-3.09%
Shares26.3K
Event2026-03-31
Filed2026-04-20
CTVA
CORTEVA INC
7.29%
Shares34.9K
Event2026-03-31
Filed2026-04-20
IUSB
ISHARES TR
21.47%
Shares62.8K
Event2026-03-31
Filed2026-04-20
DFUS
DIMENSIONAL ETF TRUST
8.25%
Shares40.9K
Event2026-03-31
Filed2026-04-20
FANG
DIAMONDBACK ENERGY INC
-10.81%
Shares14.6K
Event2026-03-31
Filed2026-04-20
IGSB
ISHARES TR
7.82%
Shares54.9K
Event2026-03-31
Filed2026-04-20
HBAN
HUNTINGTON BANCSHARES INC
29.79%
Shares183.6K
Event2026-03-31
Filed2026-04-20
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares4
Event2026-03-31
Filed2026-04-20
DFIV
DIMENSIONAL ETF TRUST
2.26%
Shares54.2K
Event2026-03-31
Filed2026-04-20
JCPI
J P MORGAN EXCHANGE TRADED F
3.81%
Shares58.2K
Event2026-03-31
Filed2026-04-20
MCO
MOODYS CORP
0.34%
Shares6.4K
Event2026-03-31
Filed2026-04-20
NXPI
NXP SEMICONDUCTORS N V
-0.76%
Shares14.3K
Event2026-03-31
Filed2026-04-20
CME
ME GROUP INC
78.70%
Shares9.5K
Event2026-03-31
Filed2026-04-20
RCL
ROYAL CARIBBEAN GROUP
12.58%
Shares10.1K
Event2026-03-31
Filed2026-04-20
NXT
NEXTPOWER INC
13.73%
Shares23.0K
Event2026-03-31
Filed2026-04-20
GBTC
GRAYSCALE BITCOIN TRUST ETF
-4.93%
Shares52.3K
Event2026-03-31
Filed2026-04-20
LNG
CHENIERE ENERGY INC
11.48%
Shares9.7K
Event2026-03-31
Filed2026-04-20
VBIL
VANGUARD INSTL INDEX FD
190.25%
Shares36.4K
Event2026-03-31
Filed2026-04-20
CEF
SPROTT ASSET MANAGEMENT LP
-1.86%
Shares57.7K
Event2026-03-31
Filed2026-04-20
BYLD
ISHARES TR
8.75%
Shares121.8K
Event2026-03-31
Filed2026-04-20
SKOR
FLEXSHARES TR
-8.13%
Shares56.2K
Event2026-03-31
Filed2026-04-20
JIRE
J P MORGAN EXCHANGE TRADED F
-1.66%
Shares36.1K
Event2026-03-31
Filed2026-04-20
BNDX
VANGUARD CHARLOTTE FDS
17.47%
Shares56.7K
Event2026-03-31
Filed2026-04-20
BCD
ABRDN ETFS
15.91%
Shares76.0K
Event2026-03-31
Filed2026-04-20
KNG
FIRST TR EXCHANGE-TRADED FD
6.99%
Shares55.8K
Event2026-03-31
Filed2026-04-20
ITW
ILLINOIS TOOL WKS INC
-1.72%
Shares10.4K
Event2026-03-31
Filed2026-04-20
AVNM
AMERICAN CENTY ETF TR
42.17%
Shares35.4K
Event2026-03-31
Filed2026-04-20
MMC
MARSH & MCLENNAN COS INC
5.49%
Shares15.5K
Event2026-03-31
Filed2026-04-20
XLI
SELECT SECTOR SPDR TR
6.44%
Shares16.6K
Event2026-03-31
Filed2026-04-20
EEM
ISHARES TR
2.63%
Shares47.1K
Event2026-03-31
Filed2026-04-20
XLP
SELECT SECTOR SPDR TR
-13.99%
Shares32.5K
Event2026-03-31
Filed2026-04-20
SLB
SLB LIMITED
19.78%
Shares51.5K
Event2026-03-31
Filed2026-04-20
MSI
MOTOROLA SOLUTIONS INC
25.38%
Shares6.1K
Event2026-03-31
Filed2026-04-20
OUSM
ALPS ETF TR
-7.43%
Shares59.9K
Event2026-03-31
Filed2026-04-20
SAMT
ADVISORS INNER CIRCLE FD III
8.22%
Shares66.6K
Event2026-03-31
Filed2026-04-20
MNST
MONSTER BEVERAGE CORP NEW
-7.59%
Shares36.1K
Event2026-03-31
Filed2026-04-20
NOW
SERVICENOW INC
15.23%
Shares24.9K
Event2026-03-31
Filed2026-04-20
VMBS
VANGUARD SCOTTSDALE FDS
15.57%
Shares55.3K
Event2026-03-31
Filed2026-04-20
CMI
CUMMINS INC
1.76%
Shares4.8K
Event2026-03-31
Filed2026-04-20
GBIL
GOLDMAN SACHS ETF TR
-4.90%
Shares25.3K
Event2026-03-31
Filed2026-04-20
MCK
MCKESSON CORP
-9.15%
Shares2.9K
Event2026-03-31
Filed2026-04-20
ELV
ELEVANCE HEALTH INC FORMERLY
7.09%
Shares8.6K
Event2026-03-31
Filed2026-04-20
SHEL
SHELL PLC
-22.87%
Shares27.1K
Event2026-03-31
Filed2026-04-20
SPG
SIMON PPTY GROUP INC NEW
1.82%
Shares13.4K
Event2026-03-31
Filed2026-04-20
SNA
SNAP ON INC
34.43%
Shares6.8K
Event2026-03-31
Filed2026-04-20
AGX
ARGAN INC
10.48%
Shares4.5K
Event2026-03-31
Filed2026-04-20
AVDE
AMERICAN CENTY ETF TR
13.14%
Shares29.0K
Event2026-03-31
Filed2026-04-20
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
-32.90%
Shares24.5K
Event2026-03-31
Filed2026-04-20
NLR
ANECK ETF TRUST
12.20%
Shares18.2K
Event2026-03-31
Filed2026-04-20
MTBA
SIMPLIFY EXCHANGE TRADED FUN
35.83%
Shares48.9K
Event2026-03-31
Filed2026-04-20
IBDS
ISHARES TR
14.18%
Shares99.3K
Event2026-03-31
Filed2026-04-20
SYY
SYSCO CORP
-5.75%
Shares33.6K
Event2026-03-31
Filed2026-04-20
SHM
SPDR SERIES TRUST
82.07%
Shares50.1K
Event2026-03-31
Filed2026-04-20
EOG
EOG RES INC
-5.59%
Shares16.5K
Event2026-03-31
Filed2026-04-20

Call Option Holdings
NVDA Call
NVIDIA CORPORATION
-64.74%
Shares6.1K
Event2026-03-31
Filed2026-04-20
GLD Call
SPDR GOLD TR
83.33%
Shares2.2K
Event2026-03-31
Filed2026-04-20

Put Option Holdings
SPY Put
TATE STR SPDR S&P 500 ETF T
200.00%
Shares3.0K
Event2026-03-31
Filed2026-04-20
USO Put
UNITED STS OIL FD LP
New
Shares6.0K
Event2026-03-31
Filed2026-04-20
INVESCO QQQ TR Put
INVESCO QQQ TR
-71.43%
Shares1.0K
Event2026-03-31
Filed2026-04-20