The Analysis of KINGSWOOD WEALTH ADVISORS, LLC's Holdings & P&L


Currently, KINGSWOOD WEALTH ADVISORS, LLC holds 924 types of securities in its portfolio with a total value $2.1B. In the most recent quarter, they have increased their positions in REMX (+100.3K shares, valued at $8.8M), TPL (+16.8K shares, valued at $8.0M), N/A (+8.9K shares, valued at $5.2M); decreased their positions in FPE (-510.9K shares, valued at $9.1M), SSO (-129.1K shares, valued at $6.7M), SCHG (-176.8K shares, valued at $5.2M); initiated new positions in REMX (+100.3K shares, valued at $8.8M), FTSM (+80.5K shares, valued at $4.8M), VAW (+17.1K shares, valued at $3.8M).


1M P&L
+55.5M+2.75%
3M P&L
-18.1M-0.86%
HY P&L
+87.5M+4.40%

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/A1.1B
56.9%
2Semiconductors85.9M
4.6%
3Consumer Electronics78.5M
4.2%

Top Industries by Stock Count

1N/A457 stocks
53.3%
2Asset Management15 stocks
1.8%
3Software - Application14 stocks
1.6%
Stock Holdings
AAPL
APPLE INCORPORATED
-1.08%
Shares308.5K
Event2026-03-31
Filed2026-04-28
SPY
SPDR S&P 500 ETF
-4.97%
Shares83.0K
Event2026-03-31
Filed2026-04-28
NVDA
NVIDIA CORPORATION
-3.09%
Shares299.6K
Event2026-03-31
Filed2026-04-28
INVESCO QQQ TR
INVESCO QQQ TR
11.98%
Shares83.6K
Event2026-03-31
Filed2026-04-28
VTV
VANGUARD VALUE ETF
-5.10%
Shares188.1K
Event2026-03-31
Filed2026-04-28
MSFT
MICROSOFT CORPORATION
3.41%
Shares96.4K
Event2026-03-31
Filed2026-04-28
AMZN
AMAZON COM INCORPORATED
1.44%
Shares156.7K
Event2026-03-31
Filed2026-04-28
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
-0.21%
Shares49.1K
Event2026-03-31
Filed2026-04-28
SPYM
SPDR PORTFOLIO S&P 500 ETF
-2.04%
Shares355.5K
Event2026-03-31
Filed2026-04-28
BROADCOM INCORPORATED
BROADCOM INCORPORATED
-0.77%
Shares79.0K
Event2026-03-31
Filed2026-04-28
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-17.46%
Shares835.6K
Event2026-03-31
Filed2026-04-28
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
-1.19%
Shares518.0K
Event2026-03-31
Filed2026-04-28
VTI
VANGUARD TOTAL STOCK MARKET ETF
9.92%
Shares65.1K
Event2026-03-31
Filed2026-04-28
ALPHABET INCORPORATED CAP STK CLASS A
ALPHABET INCORPORATED CAP STK CLASS A
2.36%
Shares72.0K
Event2026-03-31
Filed2026-04-28
VIG
VANGUARD DIVIDEND APPRECIATION ETF
4.75%
Shares95.5K
Event2026-03-31
Filed2026-04-28
IVV
ISHARES TR CORE S&P500 ETF
7.80%
Shares27.8K
Event2026-03-31
Filed2026-04-28
JPM
JPMORGAN CHASE & COMPANY.
-1.52%
Shares60.3K
Event2026-03-31
Filed2026-04-28
ALPHABET INCORPORATED CAP STK CLASS C
ALPHABET INCORPORATED CAP STK CLASS C
1.10%
Shares61.5K
Event2026-03-31
Filed2026-04-28
CGGR
CAPITAL GROUP GROWTH ETF SHS CREATION UNIT
-16.78%
Shares387.5K
Event2026-03-31
Filed2026-04-28
META
META PLATFORMS INCORPORATED CLASS A
0.36%
Shares26.8K
Event2026-03-31
Filed2026-04-28
CAT
CATERPILLAR INCORPORATED
-5.28%
Shares21.4K
Event2026-03-31
Filed2026-04-28
GBTC
GRAYSCALE BITCOIN TRUST ETF
-1.37%
Shares280.0K
Event2026-03-31
Filed2026-04-28
TSLA
TESLA INCORPORATED
0.87%
Shares36.9K
Event2026-03-31
Filed2026-04-28
TPL
TEXAS PACIFIC LAND CORPORATION
141.40%
Shares28.7K
Event2026-03-31
Filed2026-04-28
WMT
WALMART INCORPORATED
0.68%
Shares107.4K
Event2026-03-31
Filed2026-04-28
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-1.44%
Shares229.4K
Event2026-03-31
Filed2026-04-28
PLTR
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
47.17%
Shares88.1K
Event2026-03-31
Filed2026-04-28
LAMR
LAMAR ADVERTISING COMPANY NEW CLASS A REIT
-0.02%
Shares97.5K
Event2026-03-31
Filed2026-04-28
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B
3.94%
Shares25.7K
Event2026-03-31
Filed2026-04-28
SCHD
SCHWAB US DIVIDEND EQUITY ETF
24.08%
Shares399.7K
Event2026-03-31
Filed2026-04-28
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
7.93%
Shares220.7K
Event2026-03-31
Filed2026-04-28
SGOV
ISHARES TR 0-3 MNTH TREASRY
72.71%
Shares117.8K
Event2026-03-31
Filed2026-04-28
VB
VANGUARD SMALL-CAP ETF
28.96%
Shares43.8K
Event2026-03-31
Filed2026-04-28
XOM
EXXON MOBIL CORPORATION
-1.80%
Shares67.4K
Event2026-03-31
Filed2026-04-28
CGUS
CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT
1.44%
Shares287.1K
Event2026-03-31
Filed2026-04-28
AGG
ISHARES TR CORE US AGGBD ET
0.09%
Shares109.4K
Event2026-03-31
Filed2026-04-28
NEE
NEXTERA ENERGY INCORPORATED
-0.38%
Shares112.5K
Event2026-03-31
Filed2026-04-28
XLF
SPDR FINANCIAL SELECT SECTOR FUND
12.88%
Shares208.1K
Event2026-03-31
Filed2026-04-28
COST
COSTCO WHOLESALE CORPORATION NEW
22.30%
Shares10.1K
Event2026-03-31
Filed2026-04-28
XLE
SPDR ENERGY SELECT SECTOR FUND
36.14%
Shares157.9K
Event2026-03-31
Filed2026-04-28
DVY
ISHARES TR SELECT DIVID ETF
3.06%
Shares63.0K
Event2026-03-31
Filed2026-04-28
GLD
SPDR GOLD SHARES
-3.15%
Shares22.1K
Event2026-03-31
Filed2026-04-28
EATON CORPORATION PLC SHS
EATON CORPORATION PLC SHS
5.15%
Shares26.4K
Event2026-03-31
Filed2026-04-28
FPE
FIRST TRUST PREFERRED SECURITIES AND INCOME ETF
-49.12%
Shares529.3K
Event2026-03-31
Filed2026-04-28
MTZ
MASTEC INCORPORATED
-0.58%
Shares27.8K
Event2026-03-31
Filed2026-04-28
REMX
VANECK RARE EARTH AND STRATEGIC METALS
New
Shares100.3K
Event2026-03-31
Filed2026-04-28
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
0.77%
Shares90.3K
Event2026-03-31
Filed2026-04-28
FBND
FIDELITY TOTAL BOND ETF
40.54%
Shares181.3K
Event2026-03-31
Filed2026-04-28
IYW
ISHARES TR U.S. TECH ETF
-4.02%
Shares44.7K
Event2026-03-31
Filed2026-04-28
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
6.50%
Shares54.8K
Event2026-03-31
Filed2026-04-28
MU
MICRON TECHNOLOGY INCORPORATED
3.29%
Shares23.4K
Event2026-03-31
Filed2026-04-28
ABBV
ABBVIE INCORPORATED
-2.99%
Shares36.0K
Event2026-03-31
Filed2026-04-28
LLY
ELI LILLY & COMPANY
1.79%
Shares8.4K
Event2026-03-31
Filed2026-04-28
JNJ
JOHNSON & JOHNSON
-5.55%
Shares30.8K
Event2026-03-31
Filed2026-04-28
VO
VANGUARD MID-CAP ETF
5.82%
Shares25.8K
Event2026-03-31
Filed2026-04-28
USMV
ISHARES TR MSCI USA MIN VOL
-6.42%
Shares79.8K
Event2026-03-31
Filed2026-04-28
HD
HOME DEPOT INCORPORATED
0.36%
Shares22.5K
Event2026-03-31
Filed2026-04-28
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
2.72%
Shares15.9K
Event2026-03-31
Filed2026-04-28
SSO
PROSHARES ULTRA S&P500
-48.44%
Shares137.4K
Event2026-03-31
Filed2026-04-28
FTLS
FIRST TRUST LONG/SHORT EQUITY ETF
-13.61%
Shares101.0K
Event2026-03-31
Filed2026-04-28
PH
PARKER-HANNIFIN CORPORATION
-6.20%
Shares7.9K
Event2026-03-31
Filed2026-04-28
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
9.02%
Shares109.3K
Event2026-03-31
Filed2026-04-28
SO
SOUTHERN COMPANY
-2.65%
Shares71.8K
Event2026-03-31
Filed2026-04-28
CVX
CHEVRON CORPORATION NEW
11.42%
Shares32.9K
Event2026-03-31
Filed2026-04-28
DGRO
ISHARES TR CORE DIV GRWTH
9.81%
Shares96.7K
Event2026-03-31
Filed2026-04-28
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
15.36%
Shares73.6K
Event2026-03-31
Filed2026-04-28
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
-1.48%
Shares112.0K
Event2026-03-31
Filed2026-04-28
RTX
RTX CORPORATION
0.26%
Shares33.9K
Event2026-03-31
Filed2026-04-28
VUG
VANGUARD GROWTH ETF
10.36%
Shares14.9K
Event2026-03-31
Filed2026-04-28
SNTH
MRP SYNTHEQUITY ETF
47.30%
Shares245.1K
Event2026-03-31
Filed2026-04-28
NFLX
NETFLIX INCORPORATED
-0.54%
Shares65.9K
Event2026-03-31
Filed2026-04-28
RWL
INVESCO S&P 500 REVENUE ETF
-8.89%
Shares55.1K
Event2026-03-31
Filed2026-04-28
MTUM
ISHARES TR MSCI USA MMENTM
-8.05%
Shares26.2K
Event2026-03-31
Filed2026-04-28
SDY
SPDR S&P DIVIDEND ETF
0.83%
Shares42.6K
Event2026-03-31
Filed2026-04-28
DGRW
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
2.28%
Shares70.2K
Event2026-03-31
Filed2026-04-28
VV
VANGUARD LARGE-CAP ETF
4.35%
Shares20.3K
Event2026-03-31
Filed2026-04-28
KO
COCA COLA COMPANY
1.70%
Shares79.7K
Event2026-03-31
Filed2026-04-28
GS
GOLDMAN SACHS GROUP INCORPORATED
-8.09%
Shares6.9K
Event2026-03-31
Filed2026-04-28
JPIE
JPMORGAN INCOME ETF
8.01%
Shares126.2K
Event2026-03-31
Filed2026-04-28
IBIT
ISHARES BITCOIN TRUST ETF SHS BEN INT
9.00%
Shares151.3K
Event2026-03-31
Filed2026-04-28
TSM
TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS
4.59%
Shares17.0K
Event2026-03-31
Filed2026-04-28
IWF
ISHARES TR RUS 1000 GRW ETF
-9.67%
Shares13.4K
Event2026-03-31
Filed2026-04-28
RDVY
FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS
8.30%
Shares83.0K
Event2026-03-31
Filed2026-04-28
IWP
ISHARES TR RUS MD CP GR ETF
19.06%
Shares44.2K
Event2026-03-31
Filed2026-04-28
IOO
ISHARES TR GLOBAL 100 ETF
-1.95%
Shares45.5K
Event2026-03-31
Filed2026-04-28
IBM
INTERNATIONAL BUSINESS MACHINES
-0.12%
Shares22.5K
Event2026-03-31
Filed2026-04-28
NLR
VANECK URANIUM AND NUCLEAR ETF
-26.20%
Shares40.7K
Event2026-03-31
Filed2026-04-28
V
VISA INCORPORATED COM CLASS A
1.09%
Shares17.9K
Event2026-03-31
Filed2026-04-28
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-46.75%
Shares7.7K
Event2026-03-31
Filed2026-04-28
GRNY
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
162.16%
Shares220.9K
Event2026-03-31
Filed2026-04-28
BAC
BANK AMERICA CORPORATION
-4.25%
Shares107.2K
Event2026-03-31
Filed2026-04-28
LMT
LOCKHEED MARTIN CORPORATION
5.71%
Shares8.6K
Event2026-03-31
Filed2026-04-28
GRID
FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRAST INDEX FUND
21.36%
Shares31.3K
Event2026-03-31
Filed2026-04-28
MSTR
MICROSTRATEGY INCORPORATED CLASS A NEW
-4.10%
Shares41.0K
Event2026-03-31
Filed2026-04-28
CGDV
CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT
52.99%
Shares120.2K
Event2026-03-31
Filed2026-04-28
BA
BOEING COMPANY
12.92%
Shares25.4K
Event2026-03-31
Filed2026-04-28
AMD
ADVANCED MICRO DEVICES INCORPORATED
-22.15%
Shares24.7K
Event2026-03-31
Filed2026-04-28
VZ
VERIZON COMMUNICATIONS INCORPORATED
7.09%
Shares99.2K
Event2026-03-31
Filed2026-04-28
VBK
VANGUARD SMALL-CAP GROWTH ETF
54.83%
Shares16.4K
Event2026-03-31
Filed2026-04-28
AIRR
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
156.64%
Shares44.4K
Event2026-03-31
Filed2026-04-28
APD
AIR PRODUCTS & CHEMICALS INCORPORATED
-1.50%
Shares16.6K
Event2026-03-31
Filed2026-04-28
FTSM
FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT
New
Shares80.5K
Event2026-03-31
Filed2026-04-28
SMH
VANECK SEMICONDUCTOR ETF
1.99%
Shares12.5K
Event2026-03-31
Filed2026-04-28
EFG
ISHARES TR EAFE GRWTH ETF
21.95%
Shares42.7K
Event2026-03-31
Filed2026-04-28
IYJ
ISHARES TR US INDUSTRIALS
26.10%
Shares31.6K
Event2026-03-31
Filed2026-04-28
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
7.65%
Shares59.7K
Event2026-03-31
Filed2026-04-28
PG
PROCTER AND GAMBLE COMPANY
-0.87%
Shares31.8K
Event2026-03-31
Filed2026-04-28
ORCL
ORACLE CORPORATION
4.66%
Shares30.9K
Event2026-03-31
Filed2026-04-28
LB
LANDBRIDGE COMPANY LLC CLASS A SHARES REPRESENTING LIMITED LIABILITY CMPNY INTRST
355.02%
Shares65.7K
Event2026-03-31
Filed2026-04-28
DUKE ENERGY CORPORATION NEW COM NEW
DUKE ENERGY CORPORATION NEW COM NEW
1.14%
Shares34.5K
Event2026-03-31
Filed2026-04-28
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
-0.75%
Shares50.5K
Event2026-03-31
Filed2026-04-28
TXN
TEXAS INSTRS INCORPORATED
-2.61%
Shares23.0K
Event2026-03-31
Filed2026-04-28
SCHM
SCHWAB U.S. MID-CAP ETF
-2.15%
Shares142.4K
Event2026-03-31
Filed2026-04-28
CSCO
CISCO SYSTEMS INCORPORATED
-3.57%
Shares56.7K
Event2026-03-31
Filed2026-04-28
MCD
MCDONALDS CORPORATION
-2.41%
Shares13.9K
Event2026-03-31
Filed2026-04-28
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION
2.11%
Shares12.5K
Event2026-03-31
Filed2026-04-28
MUB
ISHARES TR NATIONAL MUN ETF
2.09%
Shares40.1K
Event2026-03-31
Filed2026-04-28
ADI
ANALOG DEVICES INCORPORATED
10.45%
Shares13.3K
Event2026-03-31
Filed2026-04-28
IJH
ISHARES TR CORE S&P MCP ETF
-9.38%
Shares62.4K
Event2026-03-31
Filed2026-04-28
TT
TRANE TECHNOLOGIES PLC SHS
-3.43%
Shares10.0K
Event2026-03-31
Filed2026-04-28
CIBR
FIRST TRUST NASDAQ CEA CYBERSECURITY ETF
-5.73%
Shares66.4K
Event2026-03-31
Filed2026-04-28
SCHV
SCHWAB US LARGE CAP VALUE ETF
2.32%
Shares136.3K
Event2026-03-31
Filed2026-04-28
XLK
SPDR TECHNOLOGY SELECT SECTOR FUND
2.93%
Shares31.1K
Event2026-03-31
Filed2026-04-28
GEV
GE VERNOVA INCORPORATED
-9.55%
Shares4.7K
Event2026-03-31
Filed2026-04-28
VEU
VANGUARD FTSE ALL-WORLD EX-US ETF
-1.32%
Shares54.2K
Event2026-03-31
Filed2026-04-28
IMCG
ISHARES TR MRGSTR MD CP GRW
1.35%
Shares51.6K
Event2026-03-31
Filed2026-04-28
SPMO
INVESCO S&P 500 MOMENTUM ETF
-31.99%
Shares34.6K
Event2026-03-31
Filed2026-04-28
FUTY
FIDELITY MSCI UTILITIES INDEX ETF
-56.60%
Shares65.4K
Event2026-03-31
Filed2026-04-28
VAW
VANGUARD MATERIALS ETF
New
Shares17.1K
Event2026-03-31
Filed2026-04-28
AMAT
APPLIED MATLS INCORPORATED
13.90%
Shares11.2K
Event2026-03-31
Filed2026-04-28
MERCK & COMPANY INCORPORATED
MERCK & COMPANY INCORPORATED
-2.47%
Shares31.2K
Event2026-03-31
Filed2026-04-28
IJR
ISHARES TR CORE S&P SCP ETF
-0.01%
Shares30.1K
Event2026-03-31
Filed2026-04-28
BOTZ
GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF
-35.13%
Shares112.2K
Event2026-03-31
Filed2026-04-28
LNG
CHENIERE ENERGY INCORPORATED COM NEW
3.29%
Shares12.9K
Event2026-03-31
Filed2026-04-28
HON
HONEYWELL INTERNATIONAL INCORPORATED
-1.28%
Shares16.2K
Event2026-03-31
Filed2026-04-28
PLD
PROLOGIS INCORPORATED. REIT
0.32%
Shares27.5K
Event2026-03-31
Filed2026-04-28
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
-3.65%
Shares36.9K
Event2026-03-31
Filed2026-04-28
BRK.A
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS A
0.00%
Shares5
Event2026-03-31
Filed2026-04-28
DFAX
DIMENSIONAL ETF TRUST WORLD EX U S CORE EQUITY 2 ETF
14.80%
Shares105.6K
Event2026-03-31
Filed2026-04-28
SLYG
SPDR S&P 600 SMALL CAP GROWTH ETF
11.46%
Shares37.1K
Event2026-03-31
Filed2026-04-28
VT
VANGUARD TOTAL WORLD STOCK ETF
-0.38%
Shares25.8K
Event2026-03-31
Filed2026-04-28
BITX
2X BITCOIN STRATEGY ETF
2.86%
Shares241.0K
Event2026-03-31
Filed2026-04-28
IVW
ISHARES TR S&P 500 GRWT ETF
-25.10%
Shares31.4K
Event2026-03-31
Filed2026-04-28
LEGR
FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF
0.89%
Shares61.5K
Event2026-03-31
Filed2026-04-28
MA
MASTERCARD INCORPORATED CLASS A
-4.32%
Shares7.1K
Event2026-03-31
Filed2026-04-28
FXH
FIRST TRUST HEALTH CARE ALPHADEX FUND
54.66%
Shares32.2K
Event2026-03-31
Filed2026-04-28
MDYG
SPDR S&P 400 MID CAP GROWTH ETF
9.08%
Shares36.6K
Event2026-03-31
Filed2026-04-28
CGGO
CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT
-2.23%
Shares101.6K
Event2026-03-31
Filed2026-04-28
MKTN
FEDERATED HERMES MDT MARKET NEUTRAL ETF
New
Shares129.8K
Event2026-03-31
Filed2026-04-28
XLY
SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND
-36.39%
Shares30.8K
Event2026-03-31
Filed2026-04-28
MSI
MOTOROLA SOLUTIONS INCORPORATED COM NEW
-11.84%
Shares7.7K
Event2026-03-31
Filed2026-04-28
SNDK
SANDISK CORPORATION
New
Shares5.2K
Event2026-03-31
Filed2026-04-28
USFR
WISDOMTREE TRUST WISDOMTREE FLOATING RATE TREASURY FUND
74.30%
Shares65.2K
Event2026-03-31
Filed2026-04-28
CME
CME GROUP INCORPORATED
-2.19%
Shares10.9K
Event2026-03-31
Filed2026-04-28
PULS
PGIM ULTRA SHORT BOND ETF
-10.24%
Shares64.9K
Event2026-03-31
Filed2026-04-28
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
42.41%
Shares64.8K
Event2026-03-31
Filed2026-04-28
MPC
MARATHON PETE CORPORATION
-1.14%
Shares12.9K
Event2026-03-31
Filed2026-04-28
IGIB
ISHARES TR ISHS 5-10YR INVT
19.13%
Shares58.9K
Event2026-03-31
Filed2026-04-28
NFLT
VIRTUS NEWFLEET MULTI-SECTOR UNCONSTRAINED BOND ETF
New
Shares137.4K
Event2026-03-31
Filed2026-04-28
VDC
VANGUARD CONSUMER STAPLES ETF
-15.57%
Shares13.7K
Event2026-03-31
Filed2026-04-28
GE AEROSPACE COM NEW
GE AEROSPACE COM NEW
-4.94%
Shares10.8K
Event2026-03-31
Filed2026-04-28
FCOM
FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF
-50.36%
Shares44.9K
Event2026-03-31
Filed2026-04-28
COAL
RANGE GLOBAL COAL INDEX ETF
New
Shares111.3K
Event2026-03-31
Filed2026-04-28
BE
BLOOM ENERGY CORPORATION COM CLASS A
New
Shares22.2K
Event2026-03-31
Filed2026-04-28
QQQM
INVESCO NASDAQ 100 ETF
-19.26%
Shares12.5K
Event2026-03-31
Filed2026-04-28
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
669.36%
Shares35.9K
Event2026-03-31
Filed2026-04-28
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
8.00%
Shares61.3K
Event2026-03-31
Filed2026-04-28
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
-33.05%
Shares62.8K
Event2026-03-31
Filed2026-04-28
SDIV
GLOBAL X SUPERDIVIDEND ETF
25.34%
Shares116.5K
Event2026-03-31
Filed2026-04-28
INVESCO S&P 500 EQUAL WEIGHT ETF
INVESCO S&P 500 EQUAL WEIGHT ETF
18.72%
Shares15.3K
Event2026-03-31
Filed2026-04-28
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
-1.48%
Shares26.6K
Event2026-03-31
Filed2026-04-28
DFSV
DIMENSIONAL ETF TR DIMENSIONAL US SMALL CAP VALUE
18.48%
Shares82.3K
Event2026-03-31
Filed2026-04-28
SKYY
FIRST TRUST ISE CLOUD COMPUTING INDEX FUND
-1.89%
Shares26.3K
Event2026-03-31
Filed2026-04-28
HEEM
ISHARES INCORPORATED CUR HD MSCI EM
New
Shares77.7K
Event2026-03-31
Filed2026-04-28
JIVE
JPMORGAN INTL VALUE ETF
New
Shares33.4K
Event2026-03-31
Filed2026-04-28
FDL
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
31.76%
Shares55.9K
Event2026-03-31
Filed2026-04-28
IWM
ISHARES TR RUSSELL 2000 ETF
-6.93%
Shares11.4K
Event2026-03-31
Filed2026-04-28
MNA
NYLI Merger Arbitrage ETF
-31.13%
Shares77.1K
Event2026-03-31
Filed2026-04-28
QCOM
QUALCOMM INCORPORATED
-8.86%
Shares21.6K
Event2026-03-31
Filed2026-04-28
MGK
VANGUARD MEGA CAP GROWTH ETF
109.54%
Shares7.4K
Event2026-03-31
Filed2026-04-28
FEDERATED HERMES ENHANCED INCOME ETF
FEDERATED HERMES ENHANCED INCOME ETF
New
Shares49.8K
Event2026-03-31
Filed2026-04-28
COP
CONOCOPHILLIPS
29.01%
Shares20.2K
Event2026-03-31
Filed2026-04-28
NOBL
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
-6.44%
Shares25.1K
Event2026-03-31
Filed2026-04-28
CB
CHUBB LIMITED
-2.66%
Shares8.1K
Event2026-03-31
Filed2026-04-28
ISHARES GOLD TR ISHARES NEW
ISHARES GOLD TR ISHARES NEW
23.27%
Shares29.6K
Event2026-03-31
Filed2026-04-28
WM
WASTE MGMT INCORPORATED DEL
4.41%
Shares11.3K
Event2026-03-31
Filed2026-04-28
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
6.51%
Shares6.6K
Event2026-03-31
Filed2026-04-28
VOE
VANGUARD MID-CAP VALUE ETF
5.94%
Shares14.0K
Event2026-03-31
Filed2026-04-28
UPS
UNITED PARCEL SERVICE INCORPORATED CLASS B
4.44%
Shares26.1K
Event2026-03-31
Filed2026-04-28
AOR
ISHARES TR CORE 60/40 BALAN
5.02%
Shares39.7K
Event2026-03-31
Filed2026-04-28
MAA
MID-AMER APT CMNTYS INCORPORATED REIT
-3.05%
Shares20.8K
Event2026-03-31
Filed2026-04-28
PFM
INVESCO DIVIDEND ACHIEVERS ETF
5.88%
Shares49.0K
Event2026-03-31
Filed2026-04-28
LHX
L3HARRIS TECHNOLOGIES INCORPORATED
-2.80%
Shares7.2K
Event2026-03-31
Filed2026-04-28
ESS
ESSEX PROPERTY TR INCORPORATED REIT
-1.26%
Shares10.3K
Event2026-03-31
Filed2026-04-28
ITOT
ISHARES CORE S&P TOTAL U S STOCK MARKET ETF
14.14%
Shares17.4K
Event2026-03-31
Filed2026-04-28
LOW
LOWES COMPANIES INCORPORATED
4.18%
Shares10.5K
Event2026-03-31
Filed2026-04-28
SLV
ISHARES SILVER TR ISHARES
-4.62%
Shares36.4K
Event2026-03-31
Filed2026-04-28
CWB
SPDR BLOOMBERG CONVERTIBLE SECURITIES ET
99.65%
Shares27.0K
Event2026-03-31
Filed2026-04-28
SLYV
SPDR S&P 600 SMALL CAP VALUE ETF
0.30%
Shares25.7K
Event2026-03-31
Filed2026-04-28
IEFA
ISHARES TR CORE MSCI EAFE
20.71%
Shares26.8K
Event2026-03-31
Filed2026-04-28
T
AT&T INCORPORATED
12.41%
Shares83.2K
Event2026-03-31
Filed2026-04-28
SOXX
ISHARES TR ISHARES SEMICDTR
69.36%
Shares7.3K
Event2026-03-31
Filed2026-04-28
DIVO
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
26.58%
Shares53.3K
Event2026-03-31
Filed2026-04-28
UNH
UNITEDHEALTH GROUP INCORPORATED
-13.06%
Shares8.8K
Event2026-03-31
Filed2026-04-28
PFE
PFIZER INCORPORATED
19.27%
Shares84.5K
Event2026-03-31
Filed2026-04-28
WDC
WESTERN DIGITAL CORPORATION
New
Shares8.7K
Event2026-03-31
Filed2026-04-28
HCA
HCA HEALTHCARE INCORPORATED
1.25%
Shares5.0K
Event2026-03-31
Filed2026-04-28
PEP
PEPSICO INCORPORATED
-10.21%
Shares15.1K
Event2026-03-31
Filed2026-04-28
JCI
JOHNSON CONTROLS INTERNATIONAL PLC SHS
2.09%
Shares17.8K
Event2026-03-31
Filed2026-04-28
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
52.29%
Shares45.7K
Event2026-03-31
Filed2026-04-28
VRT
VERTIV HOLDINGS COMPANY COM CLASS A
-2.55%
Shares9.2K
Event2026-03-31
Filed2026-04-28
MDYV
SPDR SERIES TRUST STATE STREET SPDR S&P 400 MID CAP VALUE ETF
0.34%
Shares27.1K
Event2026-03-31
Filed2026-04-28
GRAYSCALE BITCOIN MINI TR ETF SHS NEW
GRAYSCALE BITCOIN MINI TR ETF SHS NEW
9.76%
Shares76.9K
Event2026-03-31
Filed2026-04-28
MO
ALTRIA GROUP INCORPORATED
35.37%
Shares34.5K
Event2026-03-31
Filed2026-04-28
XLI
SPDR INDUSTRIAL SELECT SECTOR FUND
71.68%
Shares13.8K
Event2026-03-31
Filed2026-04-28
NOC
NORTHROP GRUMMAN CORPORATION
2.19%
Shares3.3K
Event2026-03-31
Filed2026-04-28
CMI
CUMMINS INCORPORATED
0.86%
Shares4.1K
Event2026-03-31
Filed2026-04-28
TJX
TJX COMPANIES INCORPORATED NEW
9.42%
Shares13.7K
Event2026-03-31
Filed2026-04-28
ASML
ASML HOLDING N V N Y REGISTRY SHS
4.76%
Shares1.6K
Event2026-03-31
Filed2026-04-28
QUAL
ISHARES TR MSCI USA QLT FCT
-3.61%
Shares11.3K
Event2026-03-31
Filed2026-04-28
INTC
INTEL CORPORATION
-11.50%
Shares49.1K
Event2026-03-31
Filed2026-04-28
IEMG
ISHARES INCORPORATED CORE MSCI EMKT
29.73%
Shares30.9K
Event2026-03-31
Filed2026-04-28
BMY
BRISTOL-MYERS SQUIBB COMPANY
-12.13%
Shares35.5K
Event2026-03-31
Filed2026-04-28
HDV
ISHARES TR CORE HIGH DV ETF
-0.67%
Shares15.8K
Event2026-03-31
Filed2026-04-28
VBR
VANGUARD SMALL-CAP VALUE ETF
35.79%
Shares9.9K
Event2026-03-31
Filed2026-04-28
WFC
WELLS FARGO COMPANY NEW
2.31%
Shares26.8K
Event2026-03-31
Filed2026-04-28
FCX
FREEPORT-MCMORAN INCORPORATED CLASS B
-8.94%
Shares36.2K
Event2026-03-31
Filed2026-04-28
TLTW
ISHARES 20 YEAR TREASURY BOND
New
Shares92.4K
Event2026-03-31
Filed2026-04-28
EIPI
FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF
16.59%
Shares92.5K
Event2026-03-31
Filed2026-04-28
SCHB
SCHWAB U.S. BROAD MARKET ETF
14.64%
Shares82.6K
Event2026-03-31
Filed2026-04-28
ELV
ELEVANCE HEALTH INCORPORATED
0.13%
Shares7.1K
Event2026-03-31
Filed2026-04-28
IWD
ISHARES TR RUS 1000 VAL ETF
6.77%
Shares9.7K
Event2026-03-31
Filed2026-04-28
MS
MORGAN STANLEY COM NEW
9.88%
Shares12.5K
Event2026-03-31
Filed2026-04-28
AEP
AMERICAN ELEC PWR COMPANY INCORPORATED
2.82%
Shares15.7K
Event2026-03-31
Filed2026-04-28
XMHQ
INVESCO S&P MIDCAP QUALITY ETF
-12.89%
Shares19.9K
Event2026-03-31
Filed2026-04-28
DON
WISDOMTREE U.S. MIDCAP DIVIDEND FUND
-15.19%
Shares38.8K
Event2026-03-31
Filed2026-04-28
CRM
SALESFORCE INCORPORATED
-12.59%
Shares10.9K
Event2026-03-31
Filed2026-04-28
GDX
VANECK GOLD MINERS ETF
-8.45%
Shares21.8K
Event2026-03-31
Filed2026-04-28
BINC
iShares Flexible Income Active ETF
14.64%
Shares38.3K
Event2026-03-31
Filed2026-04-28
VHT
VANGUARD HEALTH CARE ETF
12.51%
Shares7.3K
Event2026-03-31
Filed2026-04-28
SYLD
CAMBRIA SHAREHOLDER YIELD ETF
2.05%
Shares26.3K
Event2026-03-31
Filed2026-04-28
VOOG
VANGUARD ADMIRAL FDS INC S&P 500 GROWTH INDEX FD ETF SHS
24.09%
Shares4.9K
Event2026-03-31
Filed2026-04-28
PM
PHILIP MORRIS INTERNATIONAL INCORPORATED
-2.77%
Shares12.0K
Event2026-03-31
Filed2026-04-28
CRWD
CROWDSTRIKE HLDGS INCORPORATED CLASS A
8.38%
Shares5.0K
Event2026-03-31
Filed2026-04-28
DE
DEERE & COMPANY
22.34%
Shares3.5K
Event2026-03-31
Filed2026-04-28
ARKK
ARK ETF TRUST INNOVATION ETF
3.80%
Shares28.5K
Event2026-03-31
Filed2026-04-28
PPA
INVESCO AEROSPACE & DEFENSE ETF
180.42%
Shares11.6K
Event2026-03-31
Filed2026-04-28
WTMF
WISDOMTREE MANAGED FUTURES STRATEGY FUND
85.30%
Shares48.0K
Event2026-03-31
Filed2026-04-28
STT
STATE STR CORPORATION
-0.77%
Shares14.8K
Event2026-03-31
Filed2026-04-28
ALERIAN MLP ETF
ALERIAN MLP ETF
-26.95%
Shares35.4K
Event2026-03-31
Filed2026-04-28
IUSG
ISHARES TR CORE S&P US GWT
6.36%
Shares11.8K
Event2026-03-31
Filed2026-04-28
CRH PLC ORD
CRH PLC ORD
-0.10%
Shares17.3K
Event2026-03-31
Filed2026-04-28
GPIQ
GOLDMAN SACHS NASDAQ 100 PREMIUM INCOME ETF
New
Shares36.7K
Event2026-03-31
Filed2026-04-28
ICF
ISHARES TR COHEN STEER REIT
New
Shares29.2K
Event2026-03-31
Filed2026-04-28
UTES
VIRTUS REAVES UTILITIES ETF
-28.87%
Shares22.5K
Event2026-03-31
Filed2026-04-28
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
7.09%
Shares45.5K
Event2026-03-31
Filed2026-04-28
AMGN
AMGEN INCORPORATED
3.20%
Shares5.1K
Event2026-03-31
Filed2026-04-28
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
0.40%
Shares38.0K
Event2026-03-31
Filed2026-04-28
CITIGROUP INCORPORATED COM NEW
CITIGROUP INCORPORATED COM NEW
3.24%
Shares15.7K
Event2026-03-31
Filed2026-04-28
QYLD
GLOBAL X NASDAQ 100 COVERED CALL ETF
-14.24%
Shares103.2K
Event2026-03-31
Filed2026-04-28
FTHI
FIRST TRUST BUYWRITE INCOME ETF
23.26%
Shares76.8K
Event2026-03-31
Filed2026-04-28
XSMO
INVESCO S&P SMALLCAP MOMENTUM ETF
-10.23%
Shares23.0K
Event2026-03-31
Filed2026-04-28
MCK
MCKESSON CORPORATION
6.50%
Shares2.0K
Event2026-03-31
Filed2026-04-28
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
-35.67%
Shares17.2K
Event2026-03-31
Filed2026-04-28
UNP
UNION PAC CORPORATION
0.51%
Shares7.1K
Event2026-03-31
Filed2026-04-28
SCHH
SCHWAB U.S. REIT ETF
9.97%
Shares76.7K
Event2026-03-31
Filed2026-04-28
CEG
CONSTELLATION ENERGY CORPORATION
51.23%
Shares5.9K
Event2026-03-31
Filed2026-04-28
AZO
AUTOZONE INCORPORATED
-2.23%
Shares483
Event2026-03-31
Filed2026-04-28
MTRN
MATERION CORPORATION
-0.83%
Shares11.2K
Event2026-03-31
Filed2026-04-28
DIS
DISNEY WALT COMPANY
-0.80%
Shares16.7K
Event2026-03-31
Filed2026-04-28
COKE
COCA COLA CONS INCORPORATED
0.16%
Shares8.4K
Event2026-03-31
Filed2026-04-28
FEOE
FIRST EAGLE OVERSEAS EQUITY ETF
New
Shares31.8K
Event2026-03-31
Filed2026-04-28
DRI
DARDEN RESTAURANTS INCORPORATED
-1.30%
Shares8.2K
Event2026-03-31
Filed2026-04-28
MDY
SPDR S&P MIDCAP 400 ETF TRUST
-0.55%
Shares2.5K
Event2026-03-31
Filed2026-04-28
BLUEROCK PVT REAL ESTATE FD
BLUEROCK PVT REAL ESTATE FD
351.97%
Shares93.7K
Event2026-03-31
Filed2026-04-28
EMB
ISHARES TR JPMORGAN USD EMG
13.98%
Shares16.5K
Event2026-03-31
Filed2026-04-28
VONV
VANGUARD RUSSELL 1000 VALUE ETF
9.37%
Shares16.6K
Event2026-03-31
Filed2026-04-28
TDIV
FIRST TRUST EXCHANGE TRADED FUND VI FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
4.14%
Shares16.3K
Event2026-03-31
Filed2026-04-28
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
28.85%
Shares29.8K
Event2026-03-31
Filed2026-04-28
BLACKSTONE INCORPORATED
BLACKSTONE INCORPORATED
4.58%
Shares13.1K
Event2026-03-31
Filed2026-04-28
ISRG
INTUITIVE SURGICAL INCORPORATED COM NEW
-8.53%
Shares3.3K
Event2026-03-31
Filed2026-04-28
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
-9.68%
Shares15.6K
Event2026-03-31
Filed2026-04-28
MARM
FT VEST U.S. EQUITY MAX BUFFER ETF-MARCH
-6.78%
Shares44.7K
Event2026-03-31
Filed2026-04-28
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
126.54%
Shares13.4K
Event2026-03-31
Filed2026-04-28
HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
17.09%
Shares23.1K
Event2026-03-31
Filed2026-04-28
GLW
CORNING INCORPORATED
18.47%
Shares10.8K
Event2026-03-31
Filed2026-04-28
VOT
VANGUARD MID-CAP GROWTH ETF
0.94%
Shares5.7K
Event2026-03-31
Filed2026-04-28
GPC
GENUINE PARTS COMPANY
0.01%
Shares13.8K
Event2026-03-31
Filed2026-04-28
LQD
ISHARES TR IBOXX INV CP ETF
8.58%
Shares13.4K
Event2026-03-31
Filed2026-04-28
COF
CAPITAL ONE FINL CORPORATION
3.03%
Shares7.9K
Event2026-03-31
Filed2026-04-28
OKE
ONEOK INCORPORATED NEW
-7.51%
Shares16.0K
Event2026-03-31
Filed2026-04-28
UBER
UBER TECHNOLOGIES INCORPORATED
-21.70%
Shares19.8K
Event2026-03-31
Filed2026-04-28
INVESCO S&P 500 LOW VOLATILITY ETF
INVESCO S&P 500 LOW VOLATILITY ETF
5.85%
Shares19.5K
Event2026-03-31
Filed2026-04-28
BUFR
FT VEST LADDERED BUFFER ETF
-5.31%
Shares42.0K
Event2026-03-31
Filed2026-04-28
TBIL
F/M US TREASURY 3 MONTH BILL FUND - ETF
New
Shares28.3K
Event2026-03-31
Filed2026-04-28
SPTM
SPDR PORTFOLIO S P 1500 CMPST ST ETF
-0.71%
Shares17.8K
Event2026-03-31
Filed2026-04-28
DELL
DELL TECHNOLOGIES INCORPORATED CLASS C
-53.49%
Shares8.6K
Event2026-03-31
Filed2026-04-28
SPYI
NEOS S&P 500 HIGH INCOME ETF
98.54%
Shares28.5K
Event2026-03-31
Filed2026-04-28
BIZD
VANECK BDC INCOME ETF
-27.08%
Shares109.2K
Event2026-03-31
Filed2026-04-28
THE CIGNA GROUP
THE CIGNA GROUP
-1.78%
Shares5.2K
Event2026-03-31
Filed2026-04-28
IGLD
FT VEST GOLD STRATEGY TARGET INCOME ETF
New
Shares53.7K
Event2026-03-31
Filed2026-04-28
VEGN
US VEGAN CLIMATE ETF
3.63%
Shares24.2K
Event2026-03-31
Filed2026-04-28
PANW
PALO ALTO NETWORKS INCORPORATED
17.23%
Shares8.5K
Event2026-03-31
Filed2026-04-28
XLU
SPDR UTILITIES SELECT SECTOR FUND
0.06%
Shares29.8K
Event2026-03-31
Filed2026-04-28
DSI
ISHARES TR ESG MSCI KLD 400
12.33%
Shares11.3K
Event2026-03-31
Filed2026-04-28
NULV
NUVEEN ESG LARGE CAP VALUE ETF
3.20%
Shares29.9K
Event2026-03-31
Filed2026-04-28
ITA
ISHARES TR US AER DEF ETF
-14.44%
Shares6.2K
Event2026-03-31
Filed2026-04-28
TFC
TRUIST FINL CORPORATION
-4.97%
Shares29.4K
Event2026-03-31
Filed2026-04-28
SHOP
SHOPIFY INCORPORATED CLASS A SUB VTG SHS
-10.64%
Shares11.4K
Event2026-03-31
Filed2026-04-28
FNDX
SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL U S LARGE COMPANY ETF
-11.49%
Shares48.0K
Event2026-03-31
Filed2026-04-28
KBWD
INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF
93.10%
Shares105.8K
Event2026-03-31
Filed2026-04-28
WELL
WELLTOWER INCORPORATED REIT
0.41%
Shares6.6K
Event2026-03-31
Filed2026-04-28
EMGF
ISHARES EMG MRKTS EQTY FACTOR ETF
5.50%
Shares21.6K
Event2026-03-31
Filed2026-04-28
OBDC
BLUE OWL CAPITAL CORPORATION
-4.23%
Shares118.1K
Event2026-03-31
Filed2026-04-28
FIX
COMFORT SYSTEMS USA INCORPORATED
-1.15%
Shares942
Event2026-03-31
Filed2026-04-28
XBI
SPDR S&P BIOTECH ETF
16.80%
Shares10.1K
Event2026-03-31
Filed2026-04-28
VLO
VALERO ENERGY CORPORATION
1.24%
Shares5.2K
Event2026-03-31
Filed2026-04-28
IUSB
ISHARES TR CORE TOTAL USD
14.77%
Shares27.9K
Event2026-03-31
Filed2026-04-28
ETR
ENTERGY CORPORATION NEW
1.44%
Shares11.5K
Event2026-03-31
Filed2026-04-28
IDX ALTERNATIVE FIAT ETF
IDX ALTERNATIVE FIAT ETF
New
Shares53.9K
Event2026-03-31
Filed2026-04-28
TGT
TARGET CORPORATION
-11.96%
Shares10.4K
Event2026-03-31
Filed2026-04-28
WPM
WHEATON PRECIOUS METALS CORPORATION
1.97%
Shares9.6K
Event2026-03-31
Filed2026-04-28
ET
ENERGY TRANSFER L P COM UT LTD PTN
0.73%
Shares64.9K
Event2026-03-31
Filed2026-04-28
OXY
OCCIDENTAL PETE CORPORATION
-15.46%
Shares19.2K
Event2026-03-31
Filed2026-04-28
CMCSA
COMCAST CORPORATION NEW CLASS A
-3.13%
Shares43.4K
Event2026-03-31
Filed2026-04-28
IGSB
ISHARES TR ISHS 1-5YR INVS
7.11%
Shares23.7K
Event2026-03-31
Filed2026-04-28
STEW
SRH TOTAL RETURN FUND INCORPORATED
-8.43%
Shares72.8K
Event2026-03-31
Filed2026-04-28
RDIV
INVESCO S P ULTRA DIVIDEND REV ETF
-1.27%
Shares22.3K
Event2026-03-31
Filed2026-04-28
WDIV
STATE STREET SPDR S&P GLOBAL DIVIDEND ETF
New
Shares16.0K
Event2026-03-31
Filed2026-04-28
GILD
GILEAD SCIENCES INCORPORATED
2.47%
Shares8.9K
Event2026-03-31
Filed2026-04-28
MARVELL TECHNOLOGY INCORPORATED
MARVELL TECHNOLOGY INCORPORATED
4.62%
Shares12.4K
Event2026-03-31
Filed2026-04-28
ETHA
ISHARES ETHEREUM TR SHS
-15.65%
Shares77.7K
Event2026-03-31
Filed2026-04-28
AR
ANTERO RESOURCES CORPORATION
New
Shares28.8K
Event2026-03-31
Filed2026-04-28
SPYD
SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
14.43%
Shares26.8K
Event2026-03-31
Filed2026-04-28
EEM
ISHARES TR MSCI EMG MKT ETF
38.14%
Shares21.5K
Event2026-03-31
Filed2026-04-28
ALL
ALLSTATE CORPORATION
9.08%
Shares5.9K
Event2026-03-31
Filed2026-04-28
GATX
GATX CORPORATION
1.56%
Shares7.1K
Event2026-03-31
Filed2026-04-28
PSX
PHILLIPS 66
0.20%
Shares6.6K
Event2026-03-31
Filed2026-04-28
FDVV
FIDELITY HIGH DIVIDEND ETF
90.92%
Shares21.6K
Event2026-03-31
Filed2026-04-28
ABT
ABBOTT LABS
2.59%
Shares11.6K
Event2026-03-31
Filed2026-04-28
IDV
ISHARES TR INTL SEL DIV ETF
9.73%
Shares27.8K
Event2026-03-31
Filed2026-04-28
FDX
FEDEX CORPORATION
7.30%
Shares3.3K
Event2026-03-31
Filed2026-04-28
NULG
NUVEEN ESG LARGE CAP GROWTH ETF
-2.86%
Shares12.9K
Event2026-03-31
Filed2026-04-28
FIRST TRUST NEW CONSTRUCTS CORE EARNINGS LEADERS ETF
FIRST TRUST NEW CONSTRUCTS CORE EARNINGS LEADERS ETF
New
Shares49.7K
Event2026-03-31
Filed2026-04-28
DYNF
BLACKROCK ETF TRUST ISHARES U S EQUITY FACTOR ROTATION ACTIVE ETF
-14.35%
Shares20.2K
Event2026-03-31
Filed2026-04-28
KRE
SPDR S&P REGIONAL BANKING ETF
61.96%
Shares17.9K
Event2026-03-31
Filed2026-04-28
ARISTA NETWORKS INCORPORATED COM SHS
ARISTA NETWORKS INCORPORATED COM SHS
4.92%
Shares9.4K
Event2026-03-31
Filed2026-04-28
BBUS
J P MORGAN EXCHANGE-TRADED FD TR BETABUILDERS US EQUITY ETF
-6.19%
Shares9.9K
Event2026-03-31
Filed2026-04-28
EFA
ISHARES TR MSCI EAFE ETF
4.96%
Shares11.8K
Event2026-03-31
Filed2026-04-28
BTI
BRITISH AMERN TOB PLC SPONSORED ADR
-12.51%
Shares19.6K
Event2026-03-31
Filed2026-04-28
BLACKROCK INCORPORATED
BLACKROCK INCORPORATED
-46.71%
Shares1.2K
Event2026-03-31
Filed2026-04-28
LAM RESEARCH CORPORATION COM NEW
LAM RESEARCH CORPORATION COM NEW
0.13%
Shares5.3K
Event2026-03-31
Filed2026-04-28
IBKR
INTERACTIVE BROKERS GROUP INCORPORATED COM CLASS A
2.83%
Shares16.9K
Event2026-03-31
Filed2026-04-28
EQWL
INVESCO EXCHANGE TRADED FD TR INVESCO S&P 100 EQUAL WEIGHT ETF
-1.08%
Shares9.8K
Event2026-03-31
Filed2026-04-28
IWLG
NYLI Winslow Large Cap Growth ETF
14.77%
Shares23.7K
Event2026-03-31
Filed2026-04-28
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
26.00%
Shares11.9K
Event2026-03-31
Filed2026-04-28
PWR
QUANTA SVCS INCORPORATED
11.28%
Shares2.0K
Event2026-03-31
Filed2026-04-28
AFL
AFLAC INCORPORATED
-10.53%
Shares10.1K
Event2026-03-31
Filed2026-04-28
XMMO
INVESCO S & P MIDCAP MOMENTUM ETF
0.75%
Shares7.6K
Event2026-03-31
Filed2026-04-28
EFV
ISHARES TR EAFE VALUE ETF
-13.15%
Shares14.9K
Event2026-03-31
Filed2026-04-28
AXP
AMERICAN EXPRESS COMPANY
4.67%
Shares3.6K
Event2026-03-31
Filed2026-04-28
CRWV
COREWEAVE INCORPORATED COM CLASS A
-5.43%
Shares14.2K
Event2026-03-31
Filed2026-04-28
XYLD
GLOBAL X S&P 500 COVERED CALL ETF
-28.29%
Shares27.9K
Event2026-03-31
Filed2026-04-28
HUM
HUMANA INCORPORATED
-2.59%
Shares6.3K
Event2026-03-31
Filed2026-04-28
CVS
CVS HEALTH CORPORATION
-7.53%
Shares15.0K
Event2026-03-31
Filed2026-04-28
NBSD
NEUBERGER SHORT DURATION INCOME ETF
New
Shares21.2K
Event2026-03-31
Filed2026-04-28
FSK
FS KKR CAP CORPORATION
-6.71%
Shares104.7K
Event2026-03-31
Filed2026-04-28
WAB
WABTEC
-2.15%
Shares4.2K
Event2026-03-31
Filed2026-04-28
WMB
WILLIAMS COMPANIES INCORPORATED
6.67%
Shares14.5K
Event2026-03-31
Filed2026-04-28
VNQ
VANGUARD REAL ESTATE ETF
2.87%
Shares11.9K
Event2026-03-31
Filed2026-04-28
FLCV
FEDERATED HME MDT LAR VAL ETF NAV CF
14.20%
Shares33.4K
Event2026-03-31
Filed2026-04-28
BITMINE IMMERSION TECNOLOGIES COM NEW
BITMINE IMMERSION TECNOLOGIES COM NEW
79.13%
Shares52.7K
Event2026-03-31
Filed2026-04-28
SCHX
SCHWAB U.S. LARGE-CAP ETF
76.11%
Shares40.6K
Event2026-03-31
Filed2026-04-28
ACP
ABRDN INCOME CREDIT STRATEGIES
-4.32%
Shares204.0K
Event2026-03-31
Filed2026-04-28
ASTRAZENECA PLC ORD
ASTRAZENECA PLC ORD
New
Shares5.3K
Event2026-03-31
Filed2026-04-28
CGGE
CAPITAL GROUP GLOBAL EQUITY ETF
1.03%
Shares34.1K
Event2026-03-31
Filed2026-04-28
FDEC
FIRST TR EXCHANGE TRADED FD VIII FT VEST U S EQI BUFFER ETF DECEMBER
129.42%
Shares20.8K
Event2026-03-31
Filed2026-04-28
HYG
ISHARES TR IBOXX HI YD ETF
7.92%
Shares12.8K
Event2026-03-31
Filed2026-04-28
TFLO
ISHARES TREASURY FLOATING RATE BOND ETF
-1.38%
Shares19.7K
Event2026-03-31
Filed2026-04-28
IXUS
ISHARES TR CORE MSCI TOTAL
12.01%
Shares11.7K
Event2026-03-31
Filed2026-04-28
EMR
EMERSON ELEC COMPANY
0.81%
Shares7.5K
Event2026-03-31
Filed2026-04-28
NOW
SERVICENOW INCORPORATED
16.13%
Shares9.3K
Event2026-03-31
Filed2026-04-28
BDJ
BLACKROCK ENHANCED EQUITY DIVI
1.74%
Shares112.8K
Event2026-03-31
Filed2026-04-28
IVE
ISHARES TR S&P 500 VAL ETF
-8.62%
Shares4.6K
Event2026-03-31
Filed2026-04-28
SPHQ
INVESCO S&P 500 QUALITY ETF
0.00%
Shares12.8K
Event2026-03-31
Filed2026-04-28
ALTY
GLOBAL X ALTERNATIVES INCOME ETF
50.66%
Shares79.2K
Event2026-03-31
Filed2026-04-28
XCLR
GLOBAL X FUNDS S&P 500 COLLAR 95-110 ETF
New
Shares37.2K
Event2026-03-31
Filed2026-04-28
TRV
TRAVELERS COMPANIES INCORPORATED
0.22%
Shares3.3K
Event2026-03-31
Filed2026-04-28
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
-0.81%
Shares16.8K
Event2026-03-31
Filed2026-04-28
TMO
THERMO FISHER SCIENTIFIC INCORPORATED
30.10%
Shares1.9K
Event2026-03-31
Filed2026-04-28
TJUL
INNOVATOR EQUITY DEFINED PROTECTION ETF-2 YR TO JULY
-4.40%
Shares31.8K
Event2026-03-31
Filed2026-04-28
ORLY
OREILLY AUTOMOTIVE INCORPORATED
-31.09%
Shares10.1K
Event2026-03-31
Filed2026-04-28
SLB
SCHLUMBERGER LIMITED COM STK
2.36%
Shares18.0K
Event2026-03-31
Filed2026-04-28
SPHY
SPDR PORTFOLIO HIGH YIELD BOND ETF
7.63%
Shares39.6K
Event2026-03-31
Filed2026-04-28
BP
BP PLC SPONSORED ADR
12.58%
Shares19.6K
Event2026-03-31
Filed2026-04-28
SCHW
SCHWAB CHARLES CORPORATION
24.56%
Shares9.8K
Event2026-03-31
Filed2026-04-28
SBUX
STARBUCKS CORPORATION
-18.85%
Shares10.2K
Event2026-03-31
Filed2026-04-28
ADSK
AUTODESK INCORPORATED
3.63%
Shares3.8K
Event2026-03-31
Filed2026-04-28
MGV
VANGUARD MEGA CAP VALUE ETF CRSP U S MEGA CAP VALUE INDEX
New
Shares6.3K
Event2026-03-31
Filed2026-04-28
DVN
DEVON ENERGY CORPORATION NEW
-13.04%
Shares18.0K
Event2026-03-31
Filed2026-04-28
NBIS
NEBIUS GROUP N.V. SHS CLASS A
57.50%
Shares8.7K
Event2026-03-31
Filed2026-04-28
COIN
COINBASE GLOBAL INCORPORATED COM CLASS A
10.60%
Shares5.1K
Event2026-03-31
Filed2026-04-28
PDCC
PEARL DIVER CREDIT CO IN
-5.05%
Shares85.0K
Event2026-03-31
Filed2026-04-28
DDFS
INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF -
-4.61%
Shares41.2K
Event2026-03-31
Filed2026-04-28
VST
VISTRA CORPORATION
-3.28%
Shares5.7K
Event2026-03-31
Filed2026-04-28
APP
APPLOVIN CORPORATION COM CLASS A
41.38%
Shares2.2K
Event2026-03-31
Filed2026-04-28
PUSH
PGIM ULTRA SHORT MUNICIPAL BOND ETF
New
Shares17.0K
Event2026-03-31
Filed2026-04-28
EPD
ENTERPRISE PRODUCTS PARTNERS L P
-4.37%
Shares22.6K
Event2026-03-31
Filed2026-04-28
BND
VANGUARD TOTAL BOND MARKET ETF
15.97%
Shares11.6K
Event2026-03-31
Filed2026-04-28
OEF
ISHARES TR S&P 100 ETF
-38.89%
Shares2.7K
Event2026-03-31
Filed2026-04-28
AIO
VIRTUS ARTIFICIAL INTELL
4.87%
Shares39.4K
Event2026-03-31
Filed2026-04-28
CGBL
CAPITAL GROUP CORE BALANCED ETF
New
Shares24.5K
Event2026-03-31
Filed2026-04-28
JAAA
JANUS HENDERSON AAA CLO ETF
125.52%
Shares16.7K
Event2026-03-31
Filed2026-04-28
MMM
3M COMPANY
1.91%
Shares5.8K
Event2026-03-31
Filed2026-04-28
ENB
ENBRIDGE INCORPORATED
6.54%
Shares15.4K
Event2026-03-31
Filed2026-04-28
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
-11.47%
Shares8.6K
Event2026-03-31
Filed2026-04-28
IR
INGERSOLL RAND INCORPORATED
3.98%
Shares10.3K
Event2026-03-31
Filed2026-04-28
NET
CLOUDFLARE INCORPORATED CLASS A COM
8.67%
Shares4.0K
Event2026-03-31
Filed2026-04-28
PEY
INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF
-0.81%
Shares38.4K
Event2026-03-31
Filed2026-04-28
AMPX
AMPRIUS TECHNOLOGIES INC COMMON STOCK
2.10%
Shares48.7K
Event2026-03-31
Filed2026-04-28
TQQQ
PROSHARES TRUST ULTRAPRO QQQ
-24.76%
Shares19.7K
Event2026-03-31
Filed2026-04-28
FR
FIRST INDL RLTY TR INCORPORATED REIT
0.00%
Shares13.9K
Event2026-03-31
Filed2026-04-28
EMLP
FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
-2.89%
Shares18.4K
Event2026-03-31
Filed2026-04-28
ZMAY
INNOVATOR ETFS TRUST EQUITY DEFINED P
-0.63%
Shares31.2K
Event2026-03-31
Filed2026-04-28
SJT
SAN JUAN BASIN RTY T ROYALTY TRUST
-13.55%
Shares165.9K
Event2026-03-31
Filed2026-04-28
IGRO
ISHARES TR INTL DIVID GROWTH ETF
18.96%
Shares9.5K
Event2026-03-31
Filed2026-04-28
EMO
CLEARBRIDGE ENERGY MIDSTRM OPP
0.00%
Shares15.0K
Event2026-03-31
Filed2026-04-28
FSEP
FT VEST U.S. EQUITY BUFFER ETF SEPTEMBER
0.00%
Shares15.7K
Event2026-03-31
Filed2026-04-28
FEZ
SPDR EURO STOXX 50 ETF
18.96%
Shares12.7K
Event2026-03-31
Filed2026-04-28
VWO
VANGUARD FTSE EMERGING MARKETS ETF
24.08%
Shares14.5K
Event2026-03-31
Filed2026-04-28
SYY
SYSCO CORPORATION
-12.27%
Shares11.0K
Event2026-03-31
Filed2026-04-28
GNRC
GENERAC HLDGS INCORPORATED
4.38%
Shares4.0K
Event2026-03-31
Filed2026-04-28
IWS
ISHARES TR RUS MDCP VAL ETF
1.15%
Shares5.3K
Event2026-03-31
Filed2026-04-28
KIE
SPDR S&P INSURANCE ETF
306.05%
Shares14.0K
Event2026-03-31
Filed2026-04-28
XLV
SPDR HEALTH CARE SELECT
-5.94%
Shares5.3K
Event2026-03-31
Filed2026-04-28
KLAC
KLA CORPORATION COM NEW
72.28%
Shares522
Event2026-03-31
Filed2026-04-28
PNC
PNC FINL SVCS GROUP INCORPORATED
9.68%
Shares3.7K
Event2026-03-31
Filed2026-04-28
CTVA
CORTEVA INCORPORATED
-7.22%
Shares9.1K
Event2026-03-31
Filed2026-04-28
DGX
QUEST DIAGNOSTICS INCORPORATED
2.41%
Shares3.9K
Event2026-03-31
Filed2026-04-28
QTEC
FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND
8.97%
Shares3.5K
Event2026-03-31
Filed2026-04-28
JBL
JABIL INCORPORATED
0.90%
Shares2.8K
Event2026-03-31
Filed2026-04-28
FV
FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF
-33.94%
Shares12.3K
Event2026-03-31
Filed2026-04-28
SYK
STRYKER CORPORATION
19.75%
Shares2.3K
Event2026-03-31
Filed2026-04-28
XAR
SPDR S&P AEROSPACE & DEFENSE ETF
14.11%
Shares2.9K
Event2026-03-31
Filed2026-04-28
DLR
DIGITAL RLTY TR INCORPORATED REIT
-0.87%
Shares4.1K
Event2026-03-31
Filed2026-04-28
SCCO
SOUTHERN COPPER CORPORATION
-4.02%
Shares4.3K
Event2026-03-31
Filed2026-04-28
LINDE PLC SHS
LINDE PLC SHS
13.47%
Shares1.5K
Event2026-03-31
Filed2026-04-28
USB
US BANCORP DEL COM NEW
-2.55%
Shares14.0K
Event2026-03-31
Filed2026-04-28
O
REALTY INCOME CORPORATION REIT
-8.22%
Shares11.9K
Event2026-03-31
Filed2026-04-28
VFLO
VICTORYSHARES FREE CASH FLOW ETF
-5.20%
Shares18.4K
Event2026-03-31
Filed2026-04-28
IWR
ISHARES TR RUS MID CAP ETF
5.38%
Shares7.5K
Event2026-03-31
Filed2026-04-28
KNG
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
4.12%
Shares14.9K
Event2026-03-31
Filed2026-04-28
DXJ
WISDOMTREE JAPAN HEDGED EQUITY FUND
9.37%
Shares4.6K
Event2026-03-31
Filed2026-04-28
HYEM
VANECK EMERGING MARKETS HIGH YIELD BOND ETF
8.45%
Shares36.5K
Event2026-03-31
Filed2026-04-28
FLOT
ISHARES TR FLTG RATE NT ETF
21.92%
Shares13.9K
Event2026-03-31
Filed2026-04-28
FAUG
FT VEST U.S. EQUITY BUFFER ETF - AUGUST
-4.20%
Shares13.7K
Event2026-03-31
Filed2026-04-28
FNDC
SCHWAB FUNDTL INTRNL SML EQT ETF
0.91%
Shares15.3K
Event2026-03-31
Filed2026-04-28
ITW
ILLINOIS TOOL WKS INCORPORATED
1.72%
Shares2.7K
Event2026-03-31
Filed2026-04-28
FXU
FIRST TRUST UTILITIES ALPHADEX FUND
-64.15%
Shares14.2K
Event2026-03-31
Filed2026-04-28
RF
REGIONS FINANCIAL CORPORATION NEW
0.85%
Shares27.0K
Event2026-03-31
Filed2026-04-28
CM
CANADIAN IMPERIAL BK COMM
-1.36%
Shares7.4K
Event2026-03-31
Filed2026-04-28
ULST
SSGA ACTIVE TRUST SPDR SSGA ULTRA SHORT TERM BOND ETF
0.20%
Shares17.3K
Event2026-03-31
Filed2026-04-28
BKNG
BOOKING HOLDINGS INCORPORATED
-5.14%
Shares166
Event2026-03-31
Filed2026-04-28
MTN
VAIL RESORTS INCORPORATED
-0.73%
Shares5.4K
Event2026-03-31
Filed2026-04-28
IHI
ISHARES TR U.S. MED DVC ETF
30.44%
Shares13.0K
Event2026-03-31
Filed2026-04-28
OWL
BLUE OWL CAPITAL INCORPORATED COM CLASS A
-1.73%
Shares75.6K
Event2026-03-31
Filed2026-04-28
D
DOMINION ENERGY INCORPORATED
-1.93%
Shares11.1K
Event2026-03-31
Filed2026-04-28
CPB
THE CAMPBELLS COMPANY
New
Shares30.8K
Event2026-03-31
Filed2026-04-28
PTLC
PACER TRENDPILOT US LARGE CAP ETF
-6.20%
Shares13.1K
Event2026-03-31
Filed2026-04-28
TLT
ISHARES TR 20 YR TR BD ETF
-70.23%
Shares7.9K
Event2026-03-31
Filed2026-04-28
CGMM
CAPITAL GROUP US SMALL AND MID CAP ETF
-36.28%
Shares23.2K
Event2026-03-31
Filed2026-04-28
FIS
FIDELITY NATL INFORMATION SVCS
4.46%
Shares14.5K
Event2026-03-31
Filed2026-04-28
MGC
VANGUARD MEGA CAP INDEX FUND ETF SHARES
New
Shares2.8K
Event2026-03-31
Filed2026-04-28
VDE
VANGUARD ENERGY ETF
0.00%
Shares3.9K
Event2026-03-31
Filed2026-04-28
FJUL
FT VEST U.S. EQUITY BUFFER ETF - JULY
-15.67%
Shares12.3K
Event2026-03-31
Filed2026-04-28
BBY
BEST BUY INCORPORATED
-3.81%
Shares10.4K
Event2026-03-31
Filed2026-04-28
XLB
STATE STREET MATERIALS SELECT SECTOR SPDR ETF
35.39%
Shares13.3K
Event2026-03-31
Filed2026-04-28
AGNC
AGNC INVT CORPORATION REIT
37.85%
Shares66.2K
Event2026-03-31
Filed2026-04-28
MAS
MASCO CORPORATION
9.22%
Shares11.0K
Event2026-03-31
Filed2026-04-28
IYF
ISHARES TR U.S. FINLS ETF
New
Shares5.6K
Event2026-03-31
Filed2026-04-28
FLCG
FEDERATED HME MDT LAR GRW ETF NAV CF
29.02%
Shares21.9K
Event2026-03-31
Filed2026-04-28
CARR
CARRIER GLOBAL CORPORATION
-2.81%
Shares11.6K
Event2026-03-31
Filed2026-04-28
ADP
AUTOMATIC DATA PROCESSING INCORPORATED
-3.05%
Shares3.2K
Event2026-03-31
Filed2026-04-28
APH
AMPHENOL CORPORATION NEW CLASS A
66.82%
Shares5.1K
Event2026-03-31
Filed2026-04-28
KEY
KEYCORP
25.38%
Shares32.3K
Event2026-03-31
Filed2026-04-28
IJS
ISHARES TR SP SMCP600VL ETF
-5.99%
Shares5.5K
Event2026-03-31
Filed2026-04-28
ZTS
ZOETIS INCORPORATED CLASS A
213.16%
Shares5.4K
Event2026-03-31
Filed2026-04-28
FMHI
FIRST TRUST MUNICIPAL HIGH INCOME ETF
New
Shares13.5K
Event2026-03-31
Filed2026-04-28
EQR
EQUITY RESIDENTIAL SH BEN INT REIT
-1.48%
Shares10.8K
Event2026-03-31
Filed2026-04-28
CGMU
CAPITAL GROUP MUNICIPAL INC ETF
2.94%
Shares23.4K
Event2026-03-31
Filed2026-04-28
ADBE
ADOBE INCORPORATED
-34.93%
Shares2.6K
Event2026-03-31
Filed2026-04-28
CELESTICA INCORPORATED
CELESTICA INCORPORATED
-33.85%
Shares2.2K
Event2026-03-31
Filed2026-04-28
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
63.70%
Shares10.6K
Event2026-03-31
Filed2026-04-28
COWZ
PACER US CASH COWS 100 ETF
32.30%
Shares10.0K
Event2026-03-31
Filed2026-04-28
QQQI
NEOS NASDAQ 100 HIGH INCOME ETF
40.43%
Shares12.6K
Event2026-03-31
Filed2026-04-28
KMB
KIMBERLY-CLARK CORPORATION
63.48%
Shares6.5K
Event2026-03-31
Filed2026-04-28
NBXG
NEUBERGER NEXT GENERATION COMMON STOCK
3.40%
Shares48.4K
Event2026-03-31
Filed2026-04-28
MPWR
MONOLITHIC PWR SYSTEMS INCORPORATED
-1.90%
Shares569
Event2026-03-31
Filed2026-04-28
TOTALENERGIES SE
TOTALENERGIES SE
67.59%
Shares6.8K
Event2026-03-31
Filed2026-04-28
GOVT
ISHARES TR US TREAS BD ETF
59.72%
Shares26.9K
Event2026-03-31
Filed2026-04-28

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available