Sponsored
The Analysis of Legacy Wealth Managment, LLC/ID's Holdings & P&L
Currently, Legacy Wealth Managment, LLC/ID holds 1038 types of securities in its portfolio with a total value $200.8M. In the most recent quarter, they have increased their positions in N/A (+233.2K shares, valued at $5.3M), QQQM (+8.7K shares, valued at $2.1M), WDC (+7.4K shares, valued at $2.0M); decreased their positions in ICSH (-87.2K shares, valued at $4.4M), ORCL (-22.6K shares, valued at $3.3M), FTGS (-73.1K shares, valued at $2.5M); initiated new positions in N/A (+198.7K shares, valued at $1.9M), SNDK (+2.5K shares, valued at $1.6M), WCMI (+75.4K shares, valued at $1.3M).
1M P&L
+7.7M+4.46%
3M P&L
-11.8M-6.17%
HY P&L
-23.9M-11.74%
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/A119.3M
70.4%
2Electrical Equipment & Parts16.5M
9.7%
3Capital Markets8.0M
4.7%
Top Industries by Stock Count
1N/A394 stocks
42.1%
2Software - Application29 stocks
3.1%
3Oil & Gas E&P23 stocks
2.5%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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SIMPLIFY EXCHANGE TRADED FUN
35.20%SIMPLIFY EXCHANGE TRADED FUN
Shares895.6K
Event2026-03-31
Filed2026-05-07
NEOV
-6.07%NEOVOLTA INC
Shares5.3M
Event2026-03-31
Filed2026-05-07
STEX
-0.80%STREAMEX CORP
Shares7.0M
Event2026-03-31
Filed2026-05-07
BUFD
5.90%FIRST TR EXCHNG TRADED FD VI
Shares254.6K
Event2026-03-31
Filed2026-05-07
BIL
16.67%SPDR SERIES TRUST
Shares69.6K
Event2026-03-31
Filed2026-05-07
BUFR
7.63%FIRST TR EXCHNG TRADED FD VI
Shares179.5K
Event2026-03-31
Filed2026-05-07
BUFQ
0.39%FIRST TR EXCHNG TRADED FD VI
Shares161.4K
Event2026-03-31
Filed2026-05-07
ICSH
-45.95%ISHARES TR
Shares102.5K
Event2026-03-31
Filed2026-05-07
BUFT
2.47%FIRST TR EXCHNG TRADED FD VI
Shares201.0K
Event2026-03-31
Filed2026-05-07
FTSM
-0.09%FIRST TR EXCHANGE-TRADED FD
Shares57.6K
Event2026-03-31
Filed2026-05-07
BITO
4.66%PROSHARES TR
Shares261.1K
Event2026-03-31
Filed2026-05-07
DGRW
-7.58%WISDOMTREE TR
Shares26.4K
Event2026-03-31
Filed2026-05-07
RDVY
-17.08%FIRST TR EXCHANGE TRADED FD
Shares33.7K
Event2026-03-31
Filed2026-05-07
ECC
2.18%EAGLE POINT CREDIT COMPANY I
Shares575.6K
Event2026-03-31
Filed2026-05-07
QQQM
2146.29%INVESCO EXCH TRADED FD TR II
Shares9.1K
Event2026-03-31
Filed2026-05-07
VIPER ENERGY INC
8.31%VIPER ENERGY INC
Shares45.6K
Event2026-03-31
Filed2026-05-07
YGLD
-25.96%SIMPLIFY EXCHANGE TRADED FUN
Shares53.3K
Event2026-03-31
Filed2026-05-07
JBND
7.80%J P MORGAN EXCHANGE TRADED F
Shares37.9K
Event2026-03-31
Filed2026-05-07
JCPB
5.53%J P MORGAN EXCHANGE TRADED F
Shares42.7K
Event2026-03-31
Filed2026-05-07
WDC
105371.43%WESTERN DIGITAL CORP
Shares7.4K
Event2026-03-31
Filed2026-05-07
IEF
6.61%ISHARES TR
Shares20.4K
Event2026-03-31
Filed2026-05-07
REALLOYS INC
NewREALLOYS INC
Shares198.7K
Event2026-03-31
Filed2026-05-07
GBIL
-24.35%GOLDMAN SACHS ETF TR
Shares18.5K
Event2026-03-31
Filed2026-05-07
MSIF
2.80%MSC INCOME FUND INC
Shares138.2K
Event2026-03-31
Filed2026-05-07
FTHI
97.38%FIRST TR EXCHANGE TRADED FD
Shares70.5K
Event2026-03-31
Filed2026-05-07
KNG
116.19%FIRST TR EXCHANGE-TRADED FD
Shares33.0K
Event2026-03-31
Filed2026-05-07
RDVI
76.13%FIRST TR EXCHANGE-TRADED FD
Shares62.0K
Event2026-03-31
Filed2026-05-07
HELO
-1.06%J P MORGAN EXCHANGE TRADED F
Shares24.7K
Event2026-03-31
Filed2026-05-07
FTSL
10.86%FIRST TR EXCHANGE-TRADED FD
Shares35.1K
Event2026-03-31
Filed2026-05-07
SNDK
NewSANDISK CORP
Shares2.5K
Event2026-03-31
Filed2026-05-07
FLRT
19.70%PACER FDS TR
Shares33.4K
Event2026-03-31
Filed2026-05-07
FSK
-27.14%FS KKR CAP CORP
Shares150.8K
Event2026-03-31
Filed2026-05-07
SVOL
-2.10%SIMPLIFY EXCHANGE TRADED FUN
Shares99.9K
Event2026-03-31
Filed2026-05-07
IVV
56.03%ISHARES TR
Shares2.3K
Event2026-03-31
Filed2026-05-07
CION
-3.32%CION INVT CORP
Shares208.1K
Event2026-03-31
Filed2026-05-07
AAPL
0.27%APPLE INC
Shares5.5K
Event2026-03-31
Filed2026-05-07
NVDA
6.69%NVIDIA CORPORATION
Shares7.5K
Event2026-03-31
Filed2026-05-07
RSBA
10.28%TIDAL TRUST II
Shares62.5K
Event2026-03-31
Filed2026-05-07
WCMI
NewFIRST TR EXCHANGE-TRADED FD
Shares75.4K
Event2026-03-31
Filed2026-05-07
GRID
12.12%FIRST TR EXCHANGE-TRADED FD
Shares7.6K
Event2026-03-31
Filed2026-05-07
GSY
61.36%INVESCO ACTIVELY MANAGED EXC
Shares24.5K
Event2026-03-31
Filed2026-05-07
SHV
12.25%ISHARES TR
Shares11.1K
Event2026-03-31
Filed2026-05-07
WORLD GOLD TR
NewWORLD GOLD TR
Shares13.2K
Event2026-03-31
Filed2026-05-07
FTXL
-15.04%FIRST TR EXCHANGE TRADED FD
Shares7.7K
Event2026-03-31
Filed2026-05-07
MGK
7.26%VANGUARD WORLD FD
Shares3.1K
Event2026-03-31
Filed2026-05-07
AMZN
-7.75%AMAZON COM INC
Shares5.4K
Event2026-03-31
Filed2026-05-07
AIRR
-8.12%FIRST TR EXCHANGE TRADED FD
Shares9.9K
Event2026-03-31
Filed2026-05-07
VTI
15.73%VANGUARD INDEX FDS
Shares3.3K
Event2026-03-31
Filed2026-05-07
GLD
-3.02%SPDR GOLD TR
Shares2.4K
Event2026-03-31
Filed2026-05-07
AGG
120.43%ISHARES TR
Shares10.1K
Event2026-03-31
Filed2026-05-07
MGV
2.09%VANGUARD WORLD FD
Shares6.7K
Event2026-03-31
Filed2026-05-07
CIBR
5.50%FIRST TR EXCHANGE-TRADED FD
Shares15.6K
Event2026-03-31
Filed2026-05-07
GDX
-6.89%VANECK ETF TRUST
Shares10.6K
Event2026-03-31
Filed2026-05-07
VTV
22.11%VANGUARD INDEX FDS
Shares4.9K
Event2026-03-31
Filed2026-05-07
FGD
NewFIRST TR EXCHANGE-TRADED FD
Shares29.2K
Event2026-03-31
Filed2026-05-07
HIGH
-16.87%SIMPLIFY EXCHANGE TRADED FUN
Shares42.2K
Event2026-03-31
Filed2026-05-07
SLV
6137.44%ISHARES SILVER TR
Shares12.7K
Event2026-03-31
Filed2026-05-07
BUFZ
5.54%FIRST TR EXCHNG TRADED FD VI
Shares32.2K
Event2026-03-31
Filed2026-05-07
EIPX
-15.34%FIRST TR EXCHANGE-TRADED FD
Shares26.0K
Event2026-03-31
Filed2026-05-07
WEC ENERGY GROUP INC
0.70%WEC ENERGY GROUP INC
Shares6.7K
Event2026-03-31
Filed2026-05-07
VUG
-10.05%VANGUARD INDEX FDS
Shares1.8K
Event2026-03-31
Filed2026-05-07
ILDR
NewFIRST TR EXCHNG TRADED FD VI
Shares25.9K
Event2026-03-31
Filed2026-05-07
INVESCO QQQ TR
15.37%INVESCO QQQ TR
Shares1.3K
Event2026-03-31
Filed2026-05-07
QPX
-5.76%ADVISORSHARES TR
Shares17.3K
Event2026-03-31
Filed2026-05-07
UCON
-61.88%FIRST TR EXCHNG TRADED FD VI
Shares27.6K
Event2026-03-31
Filed2026-05-07
TSLA
46.80%TESLA INC
Shares1.8K
Event2026-03-31
Filed2026-05-07
JSCP
85.00%J P MORGAN EXCHANGE TRADED F
Shares13.6K
Event2026-03-31
Filed2026-05-07
FIP
288.59%FTAI INFRASTRUCTURE INC
Shares128.6K
Event2026-03-31
Filed2026-05-07
FMAY
0.00%FIRST TR EXCHNG TRADED FD VI
Shares11.6K
Event2026-03-31
Filed2026-05-07
IJH
81.74%ISHARES TR
Shares8.7K
Event2026-03-31
Filed2026-05-07
ETHU
2.89%VOLATILITY SHS TR
Shares26.0K
Event2026-03-31
Filed2026-05-07
BUCK
16.64%SIMPLIFY EXCHANGE TRADED FUN
Shares24.7K
Event2026-03-31
Filed2026-05-07
ESGU
6.06%ISHARES TR
Shares4.0K
Event2026-03-31
Filed2026-05-07
COST
10.34%COSTCO WHOLESALE CORPORATION
Shares555
Event2026-03-31
Filed2026-05-07
AGGH
13.44%SIMPLIFY EXCHANGE TRADED FUN
Shares26.7K
Event2026-03-31
Filed2026-05-07
MSFT
7.86%MICROSOFT CORP
Shares1.5K
Event2026-03-31
Filed2026-05-07
IBIT
18.12%ISHARES BITCOIN TRUST ETF
Shares13.0K
Event2026-03-31
Filed2026-05-07
BND
190.53%VANGUARD BD INDEX FDS
Shares6.6K
Event2026-03-31
Filed2026-05-07
IGLD
83450.00%FIRST TR EXCHANGE-TRADED FD
Shares18.4K
Event2026-03-31
Filed2026-05-07
ALPHABET INC
15.51%ALPHABET INC
Shares1.6K
Event2026-03-31
Filed2026-05-07
RAVI
-64.09%FLEXSHARES TR
Shares5.9K
Event2026-03-31
Filed2026-05-07
DUOL
0.00%DUOLINGO INC
Shares4.5K
Event2026-03-31
Filed2026-05-07
EASTERLY GOVT PPTYS INC
-0.40%EASTERLY GOVT PPTYS INC
Shares19.7K
Event2026-03-31
Filed2026-05-07
VOE
25.69%VANGUARD INDEX FDS
Shares2.3K
Event2026-03-31
Filed2026-05-07
VEA
77.05%VANGUARD TAX-MANAGED FDS
Shares5.9K
Event2026-03-31
Filed2026-05-07
SPY
48.56%STATE STR SPDR S&P 500 ETF T
Shares517
Event2026-03-31
Filed2026-05-07
AGQ
NewPROSHARES TR II
Shares2.8K
Event2026-03-31
Filed2026-05-07
IJR
84.68%ISHARES TR
Shares2.6K
Event2026-03-31
Filed2026-05-07
PULS
-60.34%PGIM ETF TR
Shares6.2K
Event2026-03-31
Filed2026-05-07
QMMY
0.00%FIRST TR EXCHNG TRADED FD VI
Shares12.3K
Event2026-03-31
Filed2026-05-07
ALPHABET INC
-19.62%ALPHABET INC
Shares1.0K
Event2026-03-31
Filed2026-05-07
BROADCOM INC
17.42%BROADCOM INC
Shares937
Event2026-03-31
Filed2026-05-07
MSTR
61.27%STRATEGY INC
Shares2.3K
Event2026-03-31
Filed2026-05-07
TSM
11.29%TAIWAN SEMICONDUCTOR MANUFAC
Shares838
Event2026-03-31
Filed2026-05-07
BALT
180.32%INNOVATOR ETFS TRUST
Shares8.5K
Event2026-03-31
Filed2026-05-07
DSMC
-3.08%ETF SER SOLUTIONS
Shares7.4K
Event2026-03-31
Filed2026-05-07
FTCB
137.99%FIRST TR EXCHANGE-TRADED FD
Shares13.0K
Event2026-03-31
Filed2026-05-07
NXDT
-25.35%NEXPOINT DIVERSIFIED REL ET
Shares57.4K
Event2026-03-31
Filed2026-05-07
DSTL
-2.96%ETF SER SOLUTIONS
Shares4.6K
Event2026-03-31
Filed2026-05-07
SCHF
NewSCHWAB STRATEGIC TR
Shares10.5K
Event2026-03-31
Filed2026-05-07
FLNG
10.60%FLEX LNG LTD
Shares8.6K
Event2026-03-31
Filed2026-05-07
FRANKLIN XRP TRUST
NewFRANKLIN XRP TRUST
Shares17.4K
Event2026-03-31
Filed2026-05-07
VOT
2.01%VANGUARD INDEX FDS
Shares966
Event2026-03-31
Filed2026-05-07
QJUN
0.00%FIRST TR EXCHNG TRADED FD VI
Shares7.9K
Event2026-03-31
Filed2026-05-07
IWM
52.56%ISHARES TR
Shares984
Event2026-03-31
Filed2026-05-07
JPM
13.20%JPMORGAN CHASE & CO
Shares823
Event2026-03-31
Filed2026-05-07
SBAR
17.97%SIMPLIFY EXCHANGE TRADED FUN
Shares9.8K
Event2026-03-31
Filed2026-05-07
VXUS
193.62%VANGUARD STAR FDS
Shares3.1K
Event2026-03-31
Filed2026-05-07
UXRP
19.18%PROSHARES TR
Shares64.2K
Event2026-03-31
Filed2026-05-07
HIMS
NewHIMS & HERS HEALTH INC
Shares11.4K
Event2026-03-31
Filed2026-05-07
BP
0.00%BP PLC
Shares5.0K
Event2026-03-31
Filed2026-05-07
PH
0.00%PARKER-HANNIFIN CORP
Shares261
Event2026-03-31
Filed2026-05-07
VBR
-2.05%VANGUARD INDEX FDS
Shares1.1K
Event2026-03-31
Filed2026-05-07
BERKSHIRE HATHAWAY INC DEL
-22.45%BERKSHIRE HATHAWAY INC DEL
Shares463
Event2026-03-31
Filed2026-05-07
VWO
151.10%VANGUARD INTL EQUITY INDEX F
Shares4.1K
Event2026-03-31
Filed2026-05-07
IWR
75.00%ISHARES TR
Shares2.2K
Event2026-03-31
Filed2026-05-07
FS SPECIALTY LENDING FD
0.21%FS SPECIALTY LENDING FD
Shares17.0K
Event2026-03-31
Filed2026-05-07
PWR
0.00%QUANTA SVCS INC
Shares385
Event2026-03-31
Filed2026-05-07
INVESCO EXCHANGE TRADED FD T
10620.00%INVESCO EXCHANGE TRADED FD T
Shares1.1K
Event2026-03-31
Filed2026-05-07
RSST
-0.43%TIDAL TRUST II
Shares6.9K
Event2026-03-31
Filed2026-05-07
FIRST TR EXCHNG TRADED FD VI
-5.30%FIRST TR EXCHNG TRADED FD VI
Shares5.8K
Event2026-03-31
Filed2026-05-07
MU
54.18%MICRON TECHNOLOGY INC
Shares572
Event2026-03-31
Filed2026-05-07
VANGUARD INDEX FDS
258.43%VANGUARD INDEX FDS
Shares319
Event2026-03-31
Filed2026-05-07
UNH
-8.36%UNITEDHEALTH GROUP INC
Shares691
Event2026-03-31
Filed2026-05-07
VMBS
4.18%VANGUARD SCOTTSDALE FDS
Shares4.0K
Event2026-03-31
Filed2026-05-07
ICOW
1.38%PACER FDS TR
Shares4.3K
Event2026-03-31
Filed2026-05-07
IWF
0.00%ISHARES TR
Shares423
Event2026-03-31
Filed2026-05-07
SPDW
0.00%SPDR INDEX SHS FDS
Shares3.9K
Event2026-03-31
Filed2026-05-07
BFRZ
NewINNOVATOR ETFS TRUST
Shares6.6K
Event2026-03-31
Filed2026-05-07
WMT
9.63%WALMART INC
Shares1.4K
Event2026-03-31
Filed2026-05-07
FIRST TR EXCHANGE-TRADED FD
NewFIRST TR EXCHANGE-TRADED FD
Shares8.2K
Event2026-03-31
Filed2026-05-07
TLT
4697.44%ISHARES TR
Shares1.9K
Event2026-03-31
Filed2026-05-07
BSV
17.55%VANGUARD BD INDEX FDS
Shares2.0K
Event2026-03-31
Filed2026-05-07
AVAV
NewAEROVIRONMENT INC
Shares877
Event2026-03-31
Filed2026-05-07
ESGD
5.80%ISHARES TR
Shares1.6K
Event2026-03-31
Filed2026-05-07
XLK
34.42%SELECT SECTOR SPDR TR
Shares1.2K
Event2026-03-31
Filed2026-05-07
COWZ
1.33%PACER FDS TR
Shares2.4K
Event2026-03-31
Filed2026-05-07
VB
-15.64%VANGUARD INDEX FDS
Shares577
Event2026-03-31
Filed2026-05-07
USFR
0.41%WISDOMTREE TR
Shares2.9K
Event2026-03-31
Filed2026-05-07
VLUE
16716.67%ISHARES TR
Shares1.0K
Event2026-03-31
Filed2026-05-07
TBIL
0.00%RBB FD INC
Shares2.8K
Event2026-03-31
Filed2026-05-07
CTA
NewSIMPLIFY EXCHANGE TRADED FUN
Shares4.7K
Event2026-03-31
Filed2026-05-07
JPIE
0.00%J P MORGAN EXCHANGE TRADED F
Shares3.0K
Event2026-03-31
Filed2026-05-07
META
15.09%META PLATFORMS INC
Shares244
Event2026-03-31
Filed2026-05-07
TFLO
0.00%ISHARES TR
Shares2.7K
Event2026-03-31
Filed2026-05-07
BIZD
NewVANECK ETF TRUST
Shares10.8K
Event2026-03-31
Filed2026-05-07
IVE
-8.29%ISHARES TR
Shares653
Event2026-03-31
Filed2026-05-07
VOX
0.00%VANGUARD WORLD FD
Shares764
Event2026-03-31
Filed2026-05-07
DIS
15.93%DISNEY WALT CO
Shares1.4K
Event2026-03-31
Filed2026-05-07
FBND
NewFIDELITY MERRIMACK STR TR
Shares2.9K
Event2026-03-31
Filed2026-05-07
CRGY
-37.45%CRESCENT ENERGY COMPANY
Shares9.4K
Event2026-03-31
Filed2026-05-07
CTAS
3.02%CINTAS CORP
Shares750
Event2026-03-31
Filed2026-05-07
SGOV
NewISHARES TR
Shares1.3K
Event2026-03-31
Filed2026-05-07
CALF
0.90%PACER FDS TR
Shares2.8K
Event2026-03-31
Filed2026-05-07
CFG
12.80%CITIZENS FINL GROUP INC
Shares2.1K
Event2026-03-31
Filed2026-05-07
BNDX
22.68%VANGUARD CHARLOTTE FDS
Shares2.6K
Event2026-03-31
Filed2026-05-07
FTGS
-95.32%FIRST TR EXCHANGE-TRADED FD
Shares3.6K
Event2026-03-31
Filed2026-05-07
SCHB
125.69%SCHWAB STRATEGIC TR
Shares4.8K
Event2026-03-31
Filed2026-05-07
MTUM
-1.40%ISHARES TR
Shares492
Event2026-03-31
Filed2026-05-07
MCD
11.04%MCDONALDS CORP
Shares372
Event2026-03-31
Filed2026-05-07
INTU
10.33%INTUIT
Shares267
Event2026-03-31
Filed2026-05-07
SIL
139.53%GLOBAL X FDS
Shares1.2K
Event2026-03-31
Filed2026-05-07
VBK
2.80%VANGUARD INDEX FDS
Shares367
Event2026-03-31
Filed2026-05-07
ASTS
4190.32%AST SPACEMOBILE INC
Shares1.3K
Event2026-03-31
Filed2026-05-07
KLAC
15.63%KLA CORP
Shares74
Event2026-03-31
Filed2026-05-07
EATON CORP PLC
3.08%EATON CORP PLC
Shares301
Event2026-03-31
Filed2026-05-07
PYLD
161.08%PIMCO ETF TR
Shares4.1K
Event2026-03-31
Filed2026-05-07
XOM
-76.79%EXXON MOBIL CORP
Shares625
Event2026-03-31
Filed2026-05-07
VRT
21.61%VERTIV HOLDINGS CO
Shares422
Event2026-03-31
Filed2026-05-07
TJX
10.32%TJX COS INC NEW
Shares652
Event2026-03-31
Filed2026-05-07
V
-6.27%VISA INC
Shares344
Event2026-03-31
Filed2026-05-07
JPIB
141.20%J P MORGAN EXCHANGE TRADED F
Shares2.2K
Event2026-03-31
Filed2026-05-07
GOVT
-0.90%ISHARES TR
Shares4.5K
Event2026-03-31
Filed2026-05-07
LLY
13.13%ELI LILLY & CO
Shares112
Event2026-03-31
Filed2026-05-07
BLUEROCK PVT REAL ESTATE FD
-28.11%BLUEROCK PVT REAL ESTATE FD
Shares6.2K
Event2026-03-31
Filed2026-05-07
CMF
11.92%ISHARES TR
Shares1.8K
Event2026-03-31
Filed2026-05-07
PR
-43.06%PERMIAN RESOURCES CORP
Shares4.7K
Event2026-03-31
Filed2026-05-07
IQLT
NewISHARES TR
Shares2.1K
Event2026-03-31
Filed2026-05-07
EAGG
11.29%ISHARES TR
Shares2.1K
Event2026-03-31
Filed2026-05-07
TT
0.00%TRANE TECHNOLOGIES PLC
Shares238
Event2026-03-31
Filed2026-05-07
CAPE
0.00%DOUBLELINE ETF TRUST
Shares3.2K
Event2026-03-31
Filed2026-05-07
IEFA
0.00%ISHARES TR
Shares1.1K
Event2026-03-31
Filed2026-05-07
BIV
9.24%VANGUARD BD INDEX FDS
Shares1.3K
Event2026-03-31
Filed2026-05-07
ASML
2.78%ASML HLDG NV
Shares74
Event2026-03-31
Filed2026-05-07
T
10.21%AT&T INC
Shares3.3K
Event2026-03-31
Filed2026-05-07
USIG
-0.58%ISHARES TR
Shares1.9K
Event2026-03-31
Filed2026-05-07
MO
9.47%ALTRIA GROUP INC
Shares1.4K
Event2026-03-31
Filed2026-05-07
ZALT
NewINNOVATOR ETFS TRUST
Shares2.9K
Event2026-03-31
Filed2026-05-07
BLV
18.60%VANGUARD BD INDEX FDS
Shares1.4K
Event2026-03-31
Filed2026-05-07
GSLC
NewGOLDMAN SACHS ETF TR
Shares753
Event2026-03-31
Filed2026-05-07
CITIGROUP INC
7.31%CITIGROUP INC
Shares822
Event2026-03-31
Filed2026-05-07
CTRA
-2.37%COTERRA ENERGY INC
Shares2.6K
Event2026-03-31
Filed2026-05-07
IEMG
39.39%ISHARES INC
Shares1.3K
Event2026-03-31
Filed2026-05-07
DUSB
0.00%DIMENSIONAL ETF TRUST
Shares1.8K
Event2026-03-31
Filed2026-05-07
APA CORPORATION
-47.39%APA CORPORATION
Shares2.1K
Event2026-03-31
Filed2026-05-07
GDLC
71.21%GRAYSCALE COINDESK CRYPTO
Shares2.8K
Event2026-03-31
Filed2026-05-07
SPMO
38850.00%INVESCO EXCH TRADED FD TR II
Shares779
Event2026-03-31
Filed2026-05-07
VOTE
5.56%TCW ETF TRUST
Shares1.1K
Event2026-03-31
Filed2026-05-07
IWS
29.32%ISHARES TR
Shares591
Event2026-03-31
Filed2026-05-07
SM
-5.33%SM ENERGY COMPANY
Shares2.7K
Event2026-03-31
Filed2026-05-07
PPLT
375.00%ABRDN PLATINUM ETF TRUST
Shares475
Event2026-03-31
Filed2026-05-07
MA
7.69%MASTERCARD INCORPORATED
Shares168
Event2026-03-31
Filed2026-05-07
IEI
0.00%ISHARES TR
Shares698
Event2026-03-31
Filed2026-05-07
IWB
0.00%ISHARES TR
Shares232
Event2026-03-31
Filed2026-05-07
PHYS
5.04%SPROTT ASSET MANAGEMENT LP
Shares2.3K
Event2026-03-31
Filed2026-05-07
PEG
4.85%PUBLIC SVC ENTERPRISE GROUP
Shares994
Event2026-03-31
Filed2026-05-07
OUNZ
5.11%VANECK MERK GOLD ETF
Shares1.7K
Event2026-03-31
Filed2026-05-07
NI
2.21%NISOURCE INC
Shares1.7K
Event2026-03-31
Filed2026-05-07
ORCL
-97.73%ORACLE CORP
Shares526
Event2026-03-31
Filed2026-05-07
AMD
31.25%ADVANCED MICRO DEVICES INC
Shares378
Event2026-03-31
Filed2026-05-07
CALAMOS ETF TR
-93.09%CALAMOS ETF TR
Shares3.2K
Event2026-03-31
Filed2026-05-07
QLD
-92.95%PROSHARES TR
Shares1.3K
Event2026-03-31
Filed2026-05-07
SPUU
-9.96%DIREXION SHARES ETF TRUST
Shares461
Event2026-03-31
Filed2026-05-07
CBXJ
0.17%CALAMOS ETF TR
Shares3.6K
Event2026-03-31
Filed2026-05-07
USB
21.57%US BANCORP
Shares1.4K
Event2026-03-31
Filed2026-05-07
VCR
0.00%VANGUARD WORLD FD
Shares205
Event2026-03-31
Filed2026-05-07
HDV
0.00%ISHARES TR
Shares542
Event2026-03-31
Filed2026-05-07
ETR
6.61%ENTERGY CORP NEW
Shares645
Event2026-03-31
Filed2026-05-07
PFE
46.63%PFIZER INC
Shares2.6K
Event2026-03-31
Filed2026-05-07
FLMI
704.80%FRANKLIN TEMPLETON ETF TR
Shares2.8K
Event2026-03-31
Filed2026-05-07
CAT
32.00%CATERPILLAR INC
Shares99
Event2026-03-31
Filed2026-05-07
FMB
338.98%FIRST TR EXCH TRADED FD III
Shares1.4K
Event2026-03-31
Filed2026-05-07
AMGN
4.28%AMGEN INC
Shares195
Event2026-03-31
Filed2026-05-07
UJAN
NewINNOVATOR ETFS TRUST
Shares1.6K
Event2026-03-31
Filed2026-05-07
IDCC
0.00%INTERDIGITAL INC
Shares224
Event2026-03-31
Filed2026-05-07
RF
17.26%REGIONS FINANCIAL CORP NEW
Shares2.6K
Event2026-03-31
Filed2026-05-07
CSCO
31.17%CISCO SYS INC
Shares871
Event2026-03-31
Filed2026-05-07
WMB
0.00%WILLIAMS COS INC
Shares928
Event2026-03-31
Filed2026-05-07
INTC
30.90%INTEL CORP
Shares1.5K
Event2026-03-31
Filed2026-05-07
OKE
18.15%ONEOK INC NEW
Shares742
Event2026-03-31
Filed2026-05-07
MINT
0.00%PIMCO ETF TR
Shares662
Event2026-03-31
Filed2026-05-07
DIA
0.00%STATE STR SPDR DOW JONES IND
Shares143
Event2026-03-31
Filed2026-05-07
SPYM
-22.05%SPDR SERIES TRUST
Shares859
Event2026-03-31
Filed2026-05-07
JMUB
302.21%J P MORGAN EXCHANGE TRADED F
Shares1.3K
Event2026-03-31
Filed2026-05-07
PM
25.08%PHILIP MORRIS INTL INC
Shares384
Event2026-03-31
Filed2026-05-07
CELESTICA INC
14.36%CELESTICA INC
Shares223
Event2026-03-31
Filed2026-05-07
AOA
3.41%ISHARES TR
Shares697
Event2026-03-31
Filed2026-05-07
FITB
19.15%FIFTH THIRD BANCORP
Shares1.3K
Event2026-03-31
Filed2026-05-07
UTHR
3.00%UNITED THERAPEUTICS CORP DEL
Shares103
Event2026-03-31
Filed2026-05-07
COPX
NewGLOBAL X FDS
Shares799
Event2026-03-31
Filed2026-05-07
KRP
12.51%KIMBELL RTY PARTNERS LP
Shares4.2K
Event2026-03-31
Filed2026-05-07
ZIM
0.00%ZIM INTEGRATED SHIPPING SERV
Shares2.3K
Event2026-03-31
Filed2026-05-07
HD
1.70%HOME DEPOT INC
Shares179
Event2026-03-31
Filed2026-05-07
OXFORD LANE CAP CORP
20.93%OXFORD LANE CAP CORP
Shares6.0K
Event2026-03-31
Filed2026-05-07
JEPI
0.39%J P MORGAN EXCHANGE TRADED F
Shares1.0K
Event2026-03-31
Filed2026-05-07
CHAT
0.00%TIDAL TRUST II
Shares918
Event2026-03-31
Filed2026-05-07
ITEQ
0.00%AMPLIFY ETF TR
Shares961
Event2026-03-31
Filed2026-05-07
NEE
23.24%NEXTERA ENERGY INC
Shares594
Event2026-03-31
Filed2026-05-07
XME
5.85%SPDR SERIES TRUST
Shares507
Event2026-03-31
Filed2026-05-07
SUSC
10.86%ISHARES TR
Shares2.3K
Event2026-03-31
Filed2026-05-07
FSMB
800.68%FIRST TR EXCH TRADED FD III
Shares2.7K
Event2026-03-31
Filed2026-05-07
IBM
7.88%INTERNATIONAL BUSINESS MACHS
Shares219
Event2026-03-31
Filed2026-05-07
CPSL
0.00%CALAMOS ETF TR
Shares1.9K
Event2026-03-31
Filed2026-05-07
IGIB
276.74%ISHARES TR
Shares972
Event2026-03-31
Filed2026-05-07
HCA
0.00%HCA HEALTHCARE INC
Shares108
Event2026-03-31
Filed2026-05-07
SHYG
190.12%ISHARES TR
Shares1.2K
Event2026-03-31
Filed2026-05-07
DY
30.43%DYCOM INDS INC
Shares150
Event2026-03-31
Filed2026-05-07
MPWR
6.98%MONOLITHIC PWR SYS INC
Shares46
Event2026-03-31
Filed2026-05-07
ISRG
37.97%INTUITIVE SURGICAL INC
Shares109
Event2026-03-31
Filed2026-05-07
SPDR SERIES TRUST
98.48%SPDR SERIES TRUST
Shares524
Event2026-03-31
Filed2026-05-07
DUKE ENERGY CORP NEW
16.05%DUKE ENERGY CORP NEW
Shares376
Event2026-03-31
Filed2026-05-07
SFM
5.67%SPROUTS FMRS MKT INC
Shares634
Event2026-03-31
Filed2026-05-07
VTEB
NewVANGUARD MUN BD FDS
Shares980
Event2026-03-31
Filed2026-05-07
JAAA
122.35%JANUS DETROIT STR TR
Shares965
Event2026-03-31
Filed2026-05-07
DFIV
NewDIMENSIONAL ETF TRUST
Shares916
Event2026-03-31
Filed2026-05-07
SOFI
-18.91%SOFI TECHNOLOGIES INC
Shares3.0K
Event2026-03-31
Filed2026-05-07
SPTM
3.82%SPDR SERIES TRUST
Shares598
Event2026-03-31
Filed2026-05-07
EVTR
NewMORGAN STANLEY ETF TRUST
Shares923
Event2026-03-31
Filed2026-05-07
LOW
219.67%LOWES COS INC
Shares195
Event2026-03-31
Filed2026-05-07
VO
3100.00%VANGUARD INDEX FDS
Shares160
Event2026-03-31
Filed2026-05-07
QUAL
0.00%ISHARES TR
Shares238
Event2026-03-31
Filed2026-05-07
CVX
81.82%CHEVRON CORPORATION
Shares220
Event2026-03-31
Filed2026-05-07
JMOM
0.00%J P MORGAN EXCHANGE TRADED F
Shares669
Event2026-03-31
Filed2026-05-07
MUB
NewISHARES TR
Shares424
Event2026-03-31
Filed2026-05-07
WFC
7.01%WELLS FARGO & CO
Shares565
Event2026-03-31
Filed2026-05-07
EOG
39.46%EOG RES INC
Shares311
Event2026-03-31
Filed2026-05-07
URA
0.54%GLOBAL X FDS
Shares923
Event2026-03-31
Filed2026-05-07
COF
7.93%CAPITAL ONE FINL CORP
Shares245
Event2026-03-31
Filed2026-05-07
BA
55.94%BOEING CO
Shares223
Event2026-03-31
Filed2026-05-07
IYJ
0.00%ISHARES TR
Shares300
Event2026-03-31
Filed2026-05-07
VZ
16.09%VERIZON COMMUNICATIONS INC
Shares880
Event2026-03-31
Filed2026-05-07
CMCSA
229.93%COMCAST CORP NEW
Shares1.5K
Event2026-03-31
Filed2026-05-07
HYCROFT MINING HOLDING CORP
NewHYCROFT MINING HOLDING CORP
Shares1.2K
Event2026-03-31
Filed2026-05-07
EIPI
0.00%FIRST TR EXCHNG TRADED FD VI
Shares1.9K
Event2026-03-31
Filed2026-05-07
SO
17.82%SOUTHERN CO
Shares443
Event2026-03-31
Filed2026-05-07
EWJ
0.00%ISHARES INC
Shares495
Event2026-03-31
Filed2026-05-07
VONV
0.00%VANGUARD SCOTTSDALE FDS
Shares445
Event2026-03-31
Filed2026-05-07
TMUS
18.56%T-MOBILE US INC
Shares198
Event2026-03-31
Filed2026-05-07
VLO
80.65%VALERO ENERGY CORP
Shares168
Event2026-03-31
Filed2026-05-07
MAGS
0.00%LISTED FDS TR
Shares714
Event2026-03-31
Filed2026-05-07
SDCI
NewUSCF ETF TR
Shares1.5K
Event2026-03-31
Filed2026-05-07
IYM
0.00%ISHARES TR
Shares232
Event2026-03-31
Filed2026-05-07
AEP
31.60%AMERICAN ELEC PWR CO INC
Shares304
Event2026-03-31
Filed2026-05-07
SYF
-0.34%SYNCHRONY FINANCIAL
Shares584
Event2026-03-31
Filed2026-05-07
SCIO
0.00%FIRST TR EXCHANGE-TRADED FD
Shares1.9K
Event2026-03-31
Filed2026-05-07
QCJL
0.00%FIRST TR EXCHNG TRADED FD VI
Shares1.7K
Event2026-03-31
Filed2026-05-07
BITMINE IMMERSION TECNOLOGIE
40.83%BITMINE IMMERSION TECNOLOGIE
Shares2.0K
Event2026-03-31
Filed2026-05-07
IDEV
0.00%ISHARES TR
Shares462
Event2026-03-31
Filed2026-05-07
NXPI
0.00%NXP SEMICONDUCTORS N V
Shares196
Event2026-03-31
Filed2026-05-07
CINF
0.00%CINCINNATI FINL CORP
Shares245
Event2026-03-31
Filed2026-05-07
PRPL
32.08%PURPLE INNOVATION INC
Shares57.6K
Event2026-03-31
Filed2026-05-07
SEAGATE TECHNOLOGY HLDNGS PL
0.00%SEAGATE TECHNOLOGY HLDNGS PL
Shares97
Event2026-03-31
Filed2026-05-07
PLTR
-53.20%PALANTIR TECHNOLOGIES INC
Shares256
Event2026-03-31
Filed2026-05-07
DTE
0.00%DTE ENERGY CO
Shares255
Event2026-03-31
Filed2026-05-07
CGCB
NewCAPITAL GRP FIXED INCM ETF T
Shares1.4K
Event2026-03-31
Filed2026-05-07
SPGI
0.00%S&P GLOBAL INC
Shares87
Event2026-03-31
Filed2026-05-07
GBTC
-15.56%GRAYSCALE BITCOIN TRUST ETF
Shares700
Event2026-03-31
Filed2026-05-07
ABBV
23.53%ABBVIE INC
Shares168
Event2026-03-31
Filed2026-05-07
LMT
3.45%LOCKHEED MARTIN CORP
Shares60
Event2026-03-31
Filed2026-05-07
SPYV
0.00%SPDR SERIES TRUST
Shares638
Event2026-03-31
Filed2026-05-07
SGDM
0.00%SPROTT ETF TRUST
Shares470
Event2026-03-31
Filed2026-05-07
XLG
0.00%INVESCO EXCHANGE TRADED FD T
Shares648
Event2026-03-31
Filed2026-05-07
MKZR
-11.25%MACKENZIE RLTY CAP INC
Shares9.7K
Event2026-03-31
Filed2026-05-07
PG
1.26%PROCTER & GAMBLE CO
Shares242
Event2026-03-31
Filed2026-05-07
VRTX
8.33%VERTEX PHARMACEUTICALS INC
Shares78
Event2026-03-31
Filed2026-05-07
IVLU
1024.36%ISHARES TR
Shares877
Event2026-03-31
Filed2026-05-07
IDA
0.00%IDACORP INC
Shares243
Event2026-03-31
Filed2026-05-07
DVN
-34.10%DEVON ENERGY CORP NEW
Shares686
Event2026-03-31
Filed2026-05-07
SLYG
0.00%SPDR SERIES TRUST
Shares356
Event2026-03-31
Filed2026-05-07
OXY
0.00%OCCIDENTAL PETE CORP
Shares525
Event2026-03-31
Filed2026-05-07
TYA
-36.47%SIMPLIFY EXCHANGE TRADED FUN
Shares2.5K
Event2026-03-31
Filed2026-05-07
CSX
10.73%CSX CORP
Shares805
Event2026-03-31
Filed2026-05-07
NREF
-24.53%NEXPOINT REAL ESTATE FIN INC
Shares2.4K
Event2026-03-31
Filed2026-05-07
CME
0.00%CME GROUP INC
Shares108
Event2026-03-31
Filed2026-05-07
BUD
0.00%ANHEUSER BUSCH INBEV SA NV
Shares456
Event2026-03-31
Filed2026-05-07
OMC
25.15%OMNICOM GROUP INC
Shares418
Event2026-03-31
Filed2026-05-07
INTF
1981.58%ISHARES TR
Shares791
Event2026-03-31
Filed2026-05-07
UPS
48.56%UNITED PARCEL SVCS INC
Shares309
Event2026-03-31
Filed2026-05-07
FDLO
0.00%FIDELITY COVINGTON TRUST
Shares469
Event2026-03-31
Filed2026-05-07
SPIB
-4.76%SPDR SERIES TRUST
Shares901
Event2026-03-31
Filed2026-05-07
UNM
0.00%UNUM GROUP
Shares411
Event2026-03-31
Filed2026-05-07
HFRO
0.00%HIGHLAND OPPS & INCOME FD
Shares5.2K
Event2026-03-31
Filed2026-05-07
LUMN
0.00%LUMEN TECHNOLOGIES INC
Shares4.3K
Event2026-03-31
Filed2026-05-07
REAX
0.00%THE REAL BROKERAGE INC
Shares11.8K
Event2026-03-31
Filed2026-05-07
GDXJ
0.00%VANECK ETF TRUST
Shares244
Event2026-03-31
Filed2026-05-07
MKC
0.00%MCCORMICK & CO INC
Shares580
Event2026-03-31
Filed2026-05-07
COIN
-19.32%COINBASE GLOBAL INC
Shares167
Event2026-03-31
Filed2026-05-07
RRC
20.22%RANGE RES CORP
Shares642
Event2026-03-31
Filed2026-05-07
LINDE PLC
96.55%LINDE PLC
Shares57
Event2026-03-31
Filed2026-05-07
RING
0.00%ISHARES INC
Shares355
Event2026-03-31
Filed2026-05-07
AMAT
12.33%APPLIED MATLS INC
Shares82
Event2026-03-31
Filed2026-05-07
F
108.37%FORD MTR CO
Shares2.4K
Event2026-03-31
Filed2026-05-07
ARISTA NETWORKS INC
8.29%ARISTA NETWORKS INC
Shares222
Event2026-03-31
Filed2026-05-07
CEG
130.95%CONSTELLATION ENERGY CORP
Shares97
Event2026-03-31
Filed2026-05-07
EQX
1.61%EQUINOX GOLD CORP
Shares1.8K
Event2026-03-31
Filed2026-05-07
IEUR
0.00%ISHARES TR
Shares367
Event2026-03-31
Filed2026-05-07
ETHE
0.00%GRAYSCALE ETHEREUM STAKING E
Shares1.5K
Event2026-03-31
Filed2026-05-07
TMO
78.57%THERMO FISHER SCIENTIFIC INC
Shares50
Event2026-03-31
Filed2026-05-07
NOG
11.42%NORTHERN OIL & GAS INC
Shares839
Event2026-03-31
Filed2026-05-07
LAM RESEARCH CORP
17.53%LAM RESEARCH CORP
Shares114
Event2026-03-31
Filed2026-05-07
ADI
28.81%ANALOG DEVICES INC
Shares76
Event2026-03-31
Filed2026-05-07
TCAF
0.00%T ROWE PRICE ETF INC
Shares677
Event2026-03-31
Filed2026-05-07
NEOVW
-1.25%NEOVOLTA INC
Shares15.8K
Event2026-03-31
Filed2026-05-07
GE AEROSPACE
6.33%GE AEROSPACE
Shares84
Event2026-03-31
Filed2026-05-07
CRM
23.30%SALESFORCE INC
Shares127
Event2026-03-31
Filed2026-05-07
PFG
0.00%PRINCIPAL FINANCIAL GROUP IN
Shares261
Event2026-03-31
Filed2026-05-07
DSL
0.00%DOUBLELINE INCOME SOLUTIONS
Shares2.2K
Event2026-03-31
Filed2026-05-07
UAL
13.90%UNITED AIRLS HLDGS INC
Shares254
Event2026-03-31
Filed2026-05-07
VBIL
0.00%VANGUARD INSTL INDEX FD
Shares307
Event2026-03-31
Filed2026-05-07
BAC
53.44%BANK AMERICA CORP
Shares468
Event2026-03-31
Filed2026-05-07
CANARY CAPITAL GROUP LLX
NewCANARY CAPITAL GROUP LLX
Shares1.9K
Event2026-03-31
Filed2026-05-07
MMC
25.24%MARSH & MCLENNAN COS INC
Shares129
Event2026-03-31
Filed2026-05-07
GILD
112.00%GILEAD SCIENCES INC
Shares159
Event2026-03-31
Filed2026-05-07
EQT CORP
9.12%EQT CORP
Shares347
Event2026-03-31
Filed2026-05-07
PEP
29.09%PEPSICO INC
Shares142
Event2026-03-31
Filed2026-05-07
QCOM
1.18%QUALCOMM INC
Shares171
Event2026-03-31
Filed2026-05-07
USCF ETF TR
-2.64%USCF ETF TR
Shares589
Event2026-03-31
Filed2026-05-07
TGT
48.33%TARGET CORP
Shares178
Event2026-03-31
Filed2026-05-07
XSD
0.00%SPDR SERIES TRUST
Shares65
Event2026-03-31
Filed2026-05-07
NEM
-11.76%NEWMONT CORP
Shares195
Event2026-03-31
Filed2026-05-07
DBX ETF TR
0.00%DBX ETF TR
Shares601
Event2026-03-31
Filed2026-05-07
MARVELL TECHNOLOGY INC
25.00%MARVELL TECHNOLOGY INC
Shares210
Event2026-03-31
Filed2026-05-07
BFH
0.00%BREAD FINANCIAL HOLDINGS INC
Shares275
Event2026-03-31
Filed2026-05-07
ED
0.00%CONSOLIDATED EDISON INC
Shares181
Event2026-03-31
Filed2026-05-07
MINO
27.76%PIMCO ETF TR
Shares451
Event2026-03-31
Filed2026-05-07
DFUS
0.00%DIMENSIONAL ETF TRUST
Shares285
Event2026-03-31
Filed2026-05-07
PANW
37.36%PALO ALTO NETWORKS INC
Shares125
Event2026-03-31
Filed2026-05-07
ESGE
3.78%ISHARES INC
Shares439
Event2026-03-31
Filed2026-05-07
EONR
NewEON RESOURCES INC
Shares24.0K
Event2026-03-31
Filed2026-05-07
USMV
-5.29%ISHARES TR
Shares215
Event2026-03-31
Filed2026-05-07
VST
0.77%VISTRA CORP
Shares131
Event2026-03-31
Filed2026-05-07
FIRST TR EXCHANGE-TRADED FD
NewFIRST TR EXCHANGE-TRADED FD
Shares84
Event2026-03-31
Filed2026-05-07
SILA
0.00%SILA REALTY TRUST INC
Shares828
Event2026-03-31
Filed2026-05-07
TFC
157.32%TRUIST FINL CORP
Shares422
Event2026-03-31
Filed2026-05-07
XBJA
NewINNOVATOR ETFS TRUST
Shares619
Event2026-03-31
Filed2026-05-07
CPER
NewUNITED STS COMMODITY INDEX F
Shares556
Event2026-03-31
Filed2026-05-07
JXN
0.00%JACKSON FINANCIAL INC
Shares180
Event2026-03-31
Filed2026-05-07
IP
10.58%INTERNATIONAL PAPER CO
Shares533
Event2026-03-31
Filed2026-05-07
APD
30.00%AIR PRODUCTS AND CHEMICALS I
Shares65
Event2026-03-31
Filed2026-05-07
XLE
4.78%SELECT SECTOR SPDR TR
Shares307
Event2026-03-31
Filed2026-05-07
FANG
17.28%DIAMONDBACK ENERGY INC
Shares95
Event2026-03-31
Filed2026-05-07
SPTL
-5.34%SPDR SERIES TRUST
Shares709
Event2026-03-31
Filed2026-05-07
GSIE
NewGOLDMAN SACHS ETF TR
Shares431
Event2026-03-31
Filed2026-05-07
MET
-25.36%METLIFE INC
Shares262
Event2026-03-31
Filed2026-05-07
D
198.98%DOMINION ENERGY INC
Shares293
Event2026-03-31
Filed2026-05-07
SHM
NewSPDR SERIES TRUST
Shares377
Event2026-03-31
Filed2026-05-07
BDX
14.00%BECTON DICKINSON & CO
Shares114
Event2026-03-31
Filed2026-05-07
ES
293.85%EVERSOURCE ENERGY
Shares256
Event2026-03-31
Filed2026-05-07
EMB
64.04%ISHARES TR
Shares187
Event2026-03-31
Filed2026-05-07
IWP
0.00%ISHARES TR
Shares137
Event2026-03-31
Filed2026-05-07
SANM
0.00%SANMINA CORP
Shares132
Event2026-03-31
Filed2026-05-07
WPM
8.33%WHEATON PRECIOUS METALS CORP
Shares130
Event2026-03-31
Filed2026-05-07
XLY
77.27%SELECT SECTOR SPDR TR
Shares156
Event2026-03-31
Filed2026-05-07
UBER
-5.62%UBER TECHNOLOGIES INC
Shares235
Event2026-03-31
Filed2026-05-07
SYK
142.86%STRYKER CORPORATION
Shares51
Event2026-03-31
Filed2026-05-07
SLB
60.10%SLB LIMITED
Shares325
Event2026-03-31
Filed2026-05-07
AOR
6.30%ISHARES TR
Shares253
Event2026-03-31
Filed2026-05-07
DFAS
54.42%DIMENSIONAL ETF TRUST
Shares227
Event2026-03-31
Filed2026-05-07
CHKP
0.00%CHECK POINT SOFTWARE TECH LT
Shares113
Event2026-03-31
Filed2026-05-07
KO
26.19%COCA COLA CO
Shares212
Event2026-03-31
Filed2026-05-07
NKE
62.37%NIKE INC
Shares302
Event2026-03-31
Filed2026-05-07
NVS
0.00%NOVARTIS AG
Shares104
Event2026-03-31
Filed2026-05-07
CDNS
-8.20%CADENCE DESIGN SYSTEM INC
Shares56
Event2026-03-31
Filed2026-05-07
ET
0.00%ENERGY TRANSFER L P
Shares800
Event2026-03-31
Filed2026-05-07
FNF
24.33%FIDELITY NATL FINL INC
Shares327
Event2026-03-31
Filed2026-05-07
ARM
0.00%ARM HOLDINGS PLC
Shares100
Event2026-03-31
Filed2026-05-07
FOXA
-26.29%FOX CORP
Shares258
Event2026-03-31
Filed2026-05-07
NOC
0.00%NORTHROP GRUMMAN CORP
Shares22
Event2026-03-31
Filed2026-05-07
SCHX
NewSCHWAB STRATEGIC TR
Shares579
Event2026-03-31
Filed2026-05-07
CSHI
1390.00%NEOS ETF TRUST
Shares298
Event2026-03-31
Filed2026-05-07
XPO
0.00%XPO INC
Shares76
Event2026-03-31
Filed2026-05-07
ACII
NewINNOVATOR ETFS TRUST
Shares588
Event2026-03-31
Filed2026-05-07
EIX
NewEDISON INTL
Shares200
Event2026-03-31
Filed2026-05-07
MATX
0.00%MATSON INC
Shares89
Event2026-03-31
Filed2026-05-07
WSO
0.00%WATSCO INC
Shares40
Event2026-03-31
Filed2026-05-07
TLH
0.00%ISHARES TR
Shares144
Event2026-03-31
Filed2026-05-07
BBY
130.93%BEST BUY INC
Shares224
Event2026-03-31
Filed2026-05-07
HAS
NewHASBRO INC
Shares152
Event2026-03-31
Filed2026-05-07
ITOT
NewISHARES TR
Shares97
Event2026-03-31
Filed2026-05-07
FE
165.69%FIRSTENERGY CORP
Shares271
Event2026-03-31
Filed2026-05-07
ABM
0.00%ABM INDS INC
Shares356
Event2026-03-31
Filed2026-05-07
AR
25.19%ANTERO RESOURCES CORP
Shares323
Event2026-03-31
Filed2026-05-07
SCHD
109.00%SCHWAB STRATEGIC TR
Shares441
Event2026-03-31
Filed2026-05-07
POLYRIZON LTD
NewPOLYRIZON LTD
Shares1.1K
Event2026-03-31
Filed2026-05-07
ORLY
57.14%OREILLY AUTOMOTIVE INC
Shares143
Event2026-03-31
Filed2026-05-07
O
-26.78%REALTY INCOME CORP
Shares216
Event2026-03-31
Filed2026-05-07
KNOV
0.00%INNOVATOR ETFS TRUST
Shares458
Event2026-03-31
Filed2026-05-07
ROP
0.00%ROPER TECHNOLOGIES INC
Shares37
Event2026-03-31
Filed2026-05-07
J P MORGAN EXCHANGE TRADED F
39.26%J P MORGAN EXCHANGE TRADED F
Shares188
Event2026-03-31
Filed2026-05-07
WSM
0.00%WILLIAMS SONOMA INC
Shares70
Event2026-03-31
Filed2026-05-07
KMB
118.33%KIMBERLY-CLARK CORP
Shares131
Event2026-03-31
Filed2026-05-07
JMST
-34.76%J P MORGAN EXCHANGE TRADED F
Shares244
Event2026-03-31
Filed2026-05-07
COLLPLANT BIOTECHNOLOGIES LT
567.60%COLLPLANT BIOTECHNOLOGIES LT
Shares23.2K
Event2026-03-31
Filed2026-05-07
SLVR
NewSPROTT FDS TR
Shares208
Event2026-03-31
Filed2026-05-07
KKR & CO INC
84.72%KKR & CO INC
Shares133
Event2026-03-31
Filed2026-05-07
LGOV
0.00%FIRST TR EXCHANGE-TRADED FD
Shares566
Event2026-03-31
Filed2026-05-07
HYD
NewVANECK ETF TRUST
Shares242
Event2026-03-31
Filed2026-05-07
SPHQ
0.00%INVESCO EXCHANGE TRADED FD T
Shares157
Event2026-03-31
Filed2026-05-07
AVUS
NewAMERICAN CENTY ETF TR
Shares106
Event2026-03-31
Filed2026-05-07
EQIX
140.00%EQUINIX INC
Shares12
Event2026-03-31
Filed2026-05-07
MLI
0.00%MUELLER INDS INC
Shares106
Event2026-03-31
Filed2026-05-07
CB
200.00%CHUBB LTD SWITZ
Shares36
Event2026-03-31
Filed2026-05-07
VNQ
450.00%VANGUARD INDEX FDS
Shares132
Event2026-03-31
Filed2026-05-07
FERGUSON ENTERPRISES INC
NewFERGUSON ENTERPRISES INC
Shares50
Event2026-03-31
Filed2026-05-07
SCHM
NewSCHWAB STRATEGIC TR
Shares375
Event2026-03-31
Filed2026-05-07
JPST
-46.37%J P MORGAN EXCHANGE TRADED F
Shares229
Event2026-03-31
Filed2026-05-07
PSX
NewPHILLIPS 66
Shares63
Event2026-03-31
Filed2026-05-07
RDDT
1.19%REDDIT INC
Shares85
Event2026-03-31
Filed2026-05-07
GEV
0.00%GE VERNOVA INC
Shares13
Event2026-03-31
Filed2026-05-07
IWO
0.00%ISHARES TR
Shares36
Event2026-03-31
Filed2026-05-07
SPHB
0.00%INVESCO EXCH TRADED FD TR II
Shares97
Event2026-03-31
Filed2026-05-07
SPOT
4.55%SPOTIFY TECHNOLOGY S A
Shares23
Event2026-03-31
Filed2026-05-07
ACGL
-19.44%ARCH CAP GROUP LTD
Shares116
Event2026-03-31
Filed2026-05-07
EVV
0.00%EATON VANCE LIMITED DURATION
Shares1.2K
Event2026-03-31
Filed2026-05-07
AUSF
NewGLOBAL X FDS
Shares229
Event2026-03-31
Filed2026-05-07
FMHI
28.18%FIRST TR EXCH TRADED FD III
Shares232
Event2026-03-31
Filed2026-05-07
VEEV
0.00%VEEVA SYS INC
Shares62
Event2026-03-31
Filed2026-05-07
IUSB
53.59%ISHARES TR
Shares235
Event2026-03-31
Filed2026-05-07
ICVT
0.00%ISHARES TR
Shares106
Event2026-03-31
Filed2026-05-07
CMI
0.00%CUMMINS INC
Shares20
Event2026-03-31
Filed2026-05-07
J P MORGAN EXCHANGE TRADED F
29.55%J P MORGAN EXCHANGE TRADED F
Shares114
Event2026-03-31
Filed2026-05-07
MTG
-10.60%MGIC INVT CORP WIS
Shares405
Event2026-03-31
Filed2026-05-07
KCE
0.00%SPDR SERIES TRUST
Shares77
Event2026-03-31
Filed2026-05-07
ANNALY CAPITAL MANAGEMENT IN
0.00%ANNALY CAPITAL MANAGEMENT IN
Shares500
Event2026-03-31
Filed2026-05-07
XEL
NewXCEL ENERGY INC
Shares132
Event2026-03-31
Filed2026-05-07
INGR
0.00%INGREDION INC
Shares93
Event2026-03-31
Filed2026-05-07
HALO
0.00%HALOZYME THERAPEUTICS INC
Shares159
Event2026-03-31
Filed2026-05-07
PRU
NewPRUDENTIAL FINL INC
Shares104
Event2026-03-31
Filed2026-05-07
CRWD
-13.33%CROWDSTRIKE HLDGS INC
Shares26
Event2026-03-31
Filed2026-05-07
EMR
111.11%EMERSON ELEC CO
Shares76
Event2026-03-31
Filed2026-05-07
NOW
18.75%SERVICENOW INC
Shares95
Event2026-03-31
Filed2026-05-07
SNPS
4.17%SYNOPSYS INC
Shares25
Event2026-03-31
Filed2026-05-07
OHI
0.00%OMEGA HEALTHCARE INVS INC
Shares225
Event2026-03-31
Filed2026-05-07
QMFE
52.23%FIRST TR EXCHNG TRADED FD VI
Shares443
Event2026-03-31
Filed2026-05-07
VIST
0.00%VISTA ENERGY S.A.B. DE C.V.
Shares130
Event2026-03-31
Filed2026-05-07
PAAS
NewPAN AMERN SILVER CORP
Shares179
Event2026-03-31
Filed2026-05-07
EZPZ
NewFRANKLIN CRYPTO INDEX ETF
Shares564
Event2026-03-31
Filed2026-05-07
SPHY
NewSPDR SERIES TRUST
Shares416
Event2026-03-31
Filed2026-05-07
STWD
NewSTARWOOD PPTY TR INC
Shares562
Event2026-03-31
Filed2026-05-07
XLV
-23.26%SELECT SECTOR SPDR TR
Shares66
Event2026-03-31
Filed2026-05-07
XLU
0.00%SELECT SECTOR SPDR TR
Shares210
Event2026-03-31
Filed2026-05-07
NFLX
85.19%NETFLIX INC.
Shares100
Event2026-03-31
Filed2026-05-07
FJUL
0.00%FIRST TR EXCHNG TRADED FD VI
Shares175
Event2026-03-31
Filed2026-05-07
NVMI
0.00%NOVA LTD
Shares22
Event2026-03-31
Filed2026-05-07
AFL
29.85%AFLAC INC
Shares87
Event2026-03-31
Filed2026-05-07
PSEC
0.00%PROSPECT CAP CORP
Shares3.6K
Event2026-03-31
Filed2026-05-07
DXCM
0.00%DEXCOM INC
Shares150
Event2026-03-31
Filed2026-05-07
VEU
0.00%VANGUARD INTL EQUITY INDEX F
Shares125
Event2026-03-31
Filed2026-05-07
AMT
-61.43%AMERICAN TOWER CORP
Shares54
Event2026-03-31
Filed2026-05-07
JNJ
NewJOHNSON & JOHNSON
Shares38
Event2026-03-31
Filed2026-05-07
Call Option Holdings
NVDA Call
0.00%NVIDIA CORPORATION
Shares500
Event2026-03-31
Filed2026-05-07
SLV Call
NewISHARES SILVER TR
Shares1.1K
Event2026-03-31
Filed2026-05-07
TSLA Call
100.00%TESLA INC
Shares200
Event2026-03-31
Filed2026-05-07
STEX Call
-60.49%STREAMEX CORP
Shares9.6K
Event2026-03-31
Filed2026-05-07
Put Option Holdings
SPY Put
NewSTATE STR SPDR S&P 500 ETF T
Shares200
Event2026-03-31
Filed2026-05-07