Sponsored

The Analysis of LGT Financial Advisors LLC's Holdings & P&L

Currently, LGT Financial Advisors LLC holds 251 types of securities in its portfolio with a total value $19.5M. In the most recent quarter, they have increased their positions in SPY (+5.0K shares, valued at $3.3M), JEPI (+2.6K shares, valued at $146.1K), VDE (+608 shares, valued at $105.2K); decreased their positions in CVX (-1.0K shares, valued at $211.9K), N/A (-840 shares, valued at $74.1K), INTC (-1.0K shares, valued at $44.2K); initiated new positions in SPY (+5.0K shares, valued at $3.3M), VDE (+608 shares, valued at $105.2K), GLD (+199 shares, valued at $85.6K).

1M P&L

+567.7K+3.06%

3M P&L

+730.6K+3.97%

HY P&L

+1.2M+6.50%

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/A9.3M

51.7%

2Oil & Gas Integrated2.4M

13.6%

3Software - Infrastructure1.3M

7.4%

Top Industries by Stock Count

1N/A82 stocks

38.0%

2Software - Application7 stocks

3.2%

3Semiconductors6 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T5.0K sharesnew addition2026-03-312026-04-28

JEPI J P MORGAN EXCHANGE TRADED F40.6K shares6.77%2026-03-312026-04-28

XOM EXXON MOBIL CORP7.9K shares0.60%2026-03-312026-04-28

MSFT MICROSOFT CORP3.3K shares1.64%2026-03-312026-04-28

AAPL APPLE INC4.8K shares-1.06%2026-03-312026-04-28

CVX CHEVRON CORPORATION5.1K shares-16.66%2026-03-312026-04-28

MBB ISHARES TR4.3K shares7.24%2026-03-312026-04-28

ABBV ABBVIE INC1.5K shares0.40%2026-03-312026-04-28

Sponsored

AMZN AMAZON COM INC1.5K shares0.00%2026-03-312026-04-28

ALPHABET INC ALPHABET INC1.1K shares0.00%2026-03-312026-04-28

MCD MCDONALDS CORP667 shares0.15%2026-03-312026-04-28

ISHARES GOLD TR ISHARES GOLD TR2.1K shares-28.33%2026-03-312026-04-28

SCHY SCHWAB STRATEGIC TR5.9K shares-7.07%2026-03-312026-04-28

VYM VANGUARD WHITEHALL FDS1.2K shares-6.16%2026-03-312026-04-28

ETFS GOLD TR ETFS GOLD TR4.0K shares0.00%2026-03-312026-04-28

INVESCO QQQ TR INVESCO QQQ TR290 shares0.00%2026-03-312026-04-28

Sponsored

JCPB J P MORGAN EXCHANGE TRADED F3.4K shares10.90%2026-03-312026-04-28

UPS UNITED PARCEL SVCS INC1.5K shares0.00%2026-03-312026-04-28

PLD PROLOGIS INC.1.1K shares0.84%2026-03-312026-04-28

PFG PRINCIPAL FINANCIAL GROUP IN1.5K shares0.00%2026-03-312026-04-28

NVDA NVIDIA CORPORATION758 shares0.00%2026-03-312026-04-28

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO2.5K shares0.00%2026-03-312026-04-28

AEP AMERICAN ELEC PWR CO INC1.0K shares0.50%2026-03-312026-04-28

SCHH SCHWAB STRATEGIC TR6.1K shares0.21%2026-03-312026-04-28

Sponsored

VEU VANGUARD INTL EQUITY INDEX F1.7K shares0.00%2026-03-312026-04-28

SILA SILA REALTY TRUST INC5.3K shares0.00%2026-03-312026-04-28

VTV VANGUARD INDEX FDS635 shares0.47%2026-03-312026-04-28

WMT WALMART INC935 shares0.21%2026-03-312026-04-28

SFNC SIMMONS FIRST NATL CORP5.9K shares0.00%2026-03-312026-04-28

GLDM WORLD GOLD TR1.2K shares-24.40%2026-03-312026-04-28

AAP ADVANCE AUTO PARTS INC2.0K shares0.00%2026-03-312026-04-28

VDE VANGUARD WORLD FD608 sharesnew addition2026-03-312026-04-28

Sponsored

MFC MANULIFE FINL CORP3.0K shares0.00%2026-03-312026-04-28

TUSB THRIVENT ETF TRUST1.9K shares-8.62%2026-03-312026-04-28

BBUS J P MORGAN EXCHANGE TRADED F789 shares5.91%2026-03-312026-04-28

PRXG PRAXIS FDS2.8K shares22.78%2026-03-312026-04-28

XYZ BLOCK INC1.5K shares50.00%2026-03-312026-04-28

AVEM AMERICAN CENTY ETF TR1.1K shares6.65%2026-03-312026-04-28

BKLN INVESCO EXCH TRADED FD TR II4.2K shares4.21%2026-03-312026-04-28

GLD SPDR GOLD TR199 sharesnew addition2026-03-312026-04-28

Sponsored

ESUM STRATEGY SHS3.2K shares10.48%2026-03-312026-04-28

CMPS COMPASS PATHWAYS PLC14.7K shares0.00%2026-03-312026-04-28

QQQM INVESCO EXCH TRADED FD TR II341 shares0.00%2026-03-312026-04-28

JNJ JOHNSON & JOHNSON324 shares0.31%2026-03-312026-04-28

PRXV PRAXIS FDS2.5K shares-16.32%2026-03-312026-04-28

VZ VERIZON COMMUNICATIONS INC1.5K shares0.00%2026-03-312026-04-28

TE T1 ENERGY INC16.8K shares0.00%2026-03-312026-04-28

SLDP SOLID POWER INC23.7K shares0.00%2026-03-312026-04-28

Sponsored

LMUB ISHARES TR1.4K sharesnew addition2026-03-312026-04-28

SYSB ISHARES TR729 shares424.46%2026-03-312026-04-28

BLACKSTONE INC BLACKSTONE INC550 sharesnew addition2026-03-312026-04-28

KMB KIMBERLY-CLARK CORP630 shares-7.76%2026-03-312026-04-28

TGT TARGET CORP500 shares0.00%2026-03-312026-04-28

ALPHABET INC ALPHABET INC207 shares0.00%2026-03-312026-04-28

JBND J P MORGAN EXCHANGE TRADED F1.1K shares98.14%2026-03-312026-04-28

SPMO INVESCO EXCH TRADED FD TR II509 shares-40.68%2026-03-312026-04-28

Sponsored

COEUR MNG INC COEUR MNG INC3.0K shares0.00%2026-03-312026-04-28

MLN VANECK ETF TRUST3.1K shares31.35%2026-03-312026-04-28

MEOH METHANEX CORP908 shares0.00%2026-03-312026-04-28

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW412 shares-28.22%2026-03-312026-04-28

VTEB VANGUARD MUN BD FDS1.0K shares-0.20%2026-03-312026-04-28

SCHP SCHWAB STRATEGIC TR1.9K shares3.23%2026-03-312026-04-28

ETSY ETSY INC1.0K shares0.00%2026-03-312026-04-28

LAM RESEARCH CORP LAM RESEARCH CORP231 shares0.00%2026-03-312026-04-28

Sponsored

PAYX PAYCHEX INC530 shares-28.76%2026-03-312026-04-28

JAVA J P MORGAN EXCHANGE TRADED F678 shares-1.45%2026-03-312026-04-28

ACP ABRDN INCOME CREDIT STRATEGI9.5K shares0.00%2026-03-312026-04-28

MP MP MATERIALS CORP1.0K sharesnew addition2026-03-312026-04-28

PG PROCTER & GAMBLE CO328 shares0.00%2026-03-312026-04-28

EZU ISHARES INC721 shares0.00%2026-03-312026-04-28

XLG INVESCO EXCHANGE TRADED FD T773 shares0.00%2026-03-312026-04-28

VEA VANGUARD TAX-MANAGED FDS636 shares0.16%2026-03-312026-04-28

Sponsored

UNILEVER PLC UNILEVER PLC705 shares0.00%2026-03-312026-04-28

APA CORPORATION APA CORPORATION921 shares0.00%2026-03-312026-04-28

GTO INVESCO ACTIVELY MANAGED EXC823 shares0.00%2026-03-312026-04-28

NEAR ISHARES U S ETF TR747 shares0.00%2026-03-312026-04-28

PZA INVESCO EXCH TRADED FD TR II1.6K shares20.90%2026-03-312026-04-28

JGRO J P MORGAN EXCHANGE TRADED F421 shares9.64%2026-03-312026-04-28

BROADCOM INC BROADCOM INC112 shares0.00%2026-03-312026-04-28

TSM TAIWAN SEMICONDUCTOR MANUFAC102 shares0.00%2026-03-312026-04-28

Sponsored

IBIT ISHARES BITCOIN TRUST ETF888 shares-38.63%2026-03-312026-04-28

SU SUNCOR ENERGY INC NEW503 sharesnew addition2026-03-312026-04-28

GSEW GOLDMAN SACHS ETF TR380 sharesnew addition2026-03-312026-04-28

CGW INVESCO EXCH TRADED FD TR II500 shares0.00%2026-03-312026-04-28

QS QUANTUMSCAPE CORP4.9K shares0.00%2026-03-312026-04-28

CPNG COUPANG INC1.6K shares0.00%2026-03-312026-04-28

BBAG J P MORGAN EXCHANGE TRADED F614 shares-0.81%2026-03-312026-04-28

T AT&T INC976 shares-39.45%2026-03-312026-04-28

Sponsored

SCHZ SCHWAB STRATEGIC TR1.2K shares2.99%2026-03-312026-04-28

HOOD ROBINHOOD MKTS INC399 shares0.00%2026-03-312026-04-28

SHLD GLOBAL X FDS372 shares163.83%2026-03-312026-04-28

PFM INVESCO EXCHANGE TRADED FD T500 shares0.00%2026-03-312026-04-28

BIV VANGUARD BD INDEX FDS323 shares0.00%2026-03-312026-04-28

VCSH VANGUARD SCOTTSDALE FDS311 shares0.00%2026-03-312026-04-28

SNOW SNOWFLAKE INC159 shares0.00%2026-03-312026-04-28

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL50 shares0.00%2026-03-312026-04-28

Sponsored

JFLI J P MORGAN EXCHANGE TRADED F457 shares3.39%2026-03-312026-04-28

BITO PROSHARES TR2.4K shares0.00%2026-03-312026-04-28

MA MASTERCARD INCORPORATED44 shares0.00%2026-03-312026-04-28

FSS FEDERAL SIGNAL CORP203 shares0.50%2026-03-312026-04-28

JPIE J P MORGAN EXCHANGE TRADED F475 shares-23.39%2026-03-312026-04-28

PEY INVESCO EXCHANGE TRADED FD T1.0K shares0.00%2026-03-312026-04-28

VYMI VANGUARD WHITEHALL FDS225 shares9.76%2026-03-312026-04-28

PSX PHILLIPS 66112 shares0.90%2026-03-312026-04-28

Sponsored

MS MORGAN STANLEY116 shares0.00%2026-03-312026-04-28

TSME THRIVENT ETF TRUST439 shares85.23%2026-03-312026-04-28

TWLO TWILIO INC139 shares0.00%2026-03-312026-04-28

HDEF DBX ETF TR505 shares-1.17%2026-03-312026-04-28

VONV VANGUARD SCOTTSDALE FDS160 shares0.00%2026-03-312026-04-28

UAA UNDER ARMOUR INC2.5K shares0.00%2026-03-312026-04-28

ARISTA NETWORKS INC ARISTA NETWORKS INC118 shares0.00%2026-03-312026-04-28

CRDO CREDO TECHNOLOGY GROUP HOLDI153 shares0.00%2026-03-312026-04-28

Sponsored

OBDC BLUE OWL CAPITAL CORPORATION1.3K shares0.00%2026-03-312026-04-28

CGBD CARLYLE SECURED LENDING INC1.3K shares0.00%2026-03-312026-04-28

JEMA J P MORGAN EXCHANGE TRADED F271 shares23.74%2026-03-312026-04-28

SES SES AI CORPORATION14.1K shares0.00%2026-03-312026-04-28

JPM JPMORGAN CHASE & CO45 shares0.00%2026-03-312026-04-28

EUHY ISHARES INC241 sharesnew addition2026-03-312026-04-28

EATON CORP PLC EATON CORP PLC35 shares0.00%2026-03-312026-04-28

EMLC VANECK ETF TRUST497 shares0.00%2026-03-312026-04-28

Sponsored

MCK MCKESSON CORP14 shares-17.65%2026-03-312026-04-28

CBOE CBOE GLOBAL MKTS INC42 shares0.00%2026-03-312026-04-28

BBMC J P MORGAN EXCHANGE TRADED F108 shares-10.00%2026-03-312026-04-28

ICE INTERCONTINENTAL EXCHANGE IN74 shares0.00%2026-03-312026-04-28

UBER UBER TECHNOLOGIES INC162 shares0.00%2026-03-312026-04-28

FANG DIAMONDBACK ENERGY INC56 shares0.00%2026-03-312026-04-28

BBHY J P MORGAN EXCHANGE TRADED F242 shares-35.98%2026-03-312026-04-28

ETF SER SOLUTIONS ETF SER SOLUTIONS648 shares0.00%2026-03-312026-04-28

Sponsored

OFS OFS CAP CORP3.1K sharesnew addition2026-03-312026-04-28

NEE NEXTERA ENERGY INC114 shares0.00%2026-03-312026-04-28

CION CION INVT CORP1.5K shares0.00%2026-03-312026-04-28

CMCSA COMCAST CORP NEW367 sharesnew addition2026-03-312026-04-28

DIS DISNEY WALT CO108 shares0.00%2026-03-312026-04-28

CFR CULLEN FROST BANKERS INC76 shares1.33%2026-03-312026-04-28

CDNS CADENCE DESIGN SYSTEM INC37 shares0.00%2026-03-312026-04-28

BBIN J P MORGAN EXCHANGE TRADED F139 shares-2.11%2026-03-312026-04-28

Sponsored

XTEN BONDBLOXX ETF TRUST218 shares0.00%2026-03-312026-04-28

CASY CASEYS GEN STORES INC13 shares0.00%2026-03-312026-04-28

QNITY ELECTRONICS INC QNITY ELECTRONICS INC81 shares0.00%2026-03-312026-04-28

WRB BERKLEY W R CORP141 shares0.00%2026-03-312026-04-28

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC202 shares0.50%2026-03-312026-04-28

JIRE J P MORGAN EXCHANGE TRADED F122 shares-2.40%2026-03-312026-04-28

SMH VANECK ETF TRUST24 sharesnew addition2026-03-312026-04-28

GEM GOLDMAN SACHS ETF TR210 sharesnew addition2026-03-312026-04-28

Sponsored

CRWD CROWDSTRIKE HLDGS INC23 shares0.00%2026-03-312026-04-28

IVR INVESCO MORTGAGE CAPITAL INC1.1K shares0.00%2026-03-312026-04-28

IWY ISHARES TR36 shares9.09%2026-03-312026-04-28

JPMB J P MORGAN EXCHANGE TRADED F227 shares63.31%2026-03-312026-04-28

PGR PROGRESSIVE CORP44 shares0.00%2026-03-312026-04-28

LNT ALLIANT ENERGY CORP121 shares0.83%2026-03-312026-04-28

BAC BANK AMERICA CORP177 shares0.57%2026-03-312026-04-28

HYGW ISHARES TR290 shares-58.57%2026-03-312026-04-28

Sponsored

WFC WELLS FARGO & CO107 shares0.00%2026-03-312026-04-28

MTB M & T BK CORP41 shares0.00%2026-03-312026-04-28

SO SOUTHERN CO87 shares0.00%2026-03-312026-04-28

PNC PNC FINL SVCS GROUP INC40 shares0.00%2026-03-312026-04-28

AXP AMERICAN EXPRESS CO27 shares0.00%2026-03-312026-04-28

ADI ANALOG DEVICES INC25 shares0.00%2026-03-312026-04-28

DDOG DATADOG INC68 shares0.00%2026-03-312026-04-28

IBM INTERNATIONAL BUSINESS MACHS33 shares0.00%2026-03-312026-04-28

Sponsored

VIS VANGUARD WORLD FD25 shares0.00%2026-03-312026-04-28

MKL MARKEL GROUP INC4 shares0.00%2026-03-312026-04-28

CRH PLC CRH PLC72 shares0.00%2026-03-312026-04-28

LAMR LAMAR ADVERTISING CO59 shares1.72%2026-03-312026-04-28

TOL TOLL BROTHERS INC55 shares1.85%2026-03-312026-04-28

APD AIR PRODUCTS AND CHEMICALS I25 shares0.00%2026-03-312026-04-28

BBCB J P MORGAN EXCHANGE TRADED F161 shares3.87%2026-03-312026-04-28

HUBBELL INC HUBBELL INC15 shares0.00%2026-03-312026-04-28

Sponsored

GMED GLOBUS MED INC84 shares-27.59%2026-03-312026-04-28

SYK STRYKER CORPORATION22 shares0.00%2026-03-312026-04-28

HCA HCA HEALTHCARE INC15 shares0.00%2026-03-312026-04-28

HLT HILTON WORLDWIDE HLDGS INC23 shares0.00%2026-03-312026-04-28

EXPD EXPEDITORS INTL WASH INC49 shares0.00%2026-03-312026-04-28

XEL XCEL ENERGY INC86 shares1.18%2026-03-312026-04-28

JADE J P MORGAN EXCHANGE TRADED F103 shares-2.83%2026-03-312026-04-28

JGLO J P MORGAN EXCHANGE TRADED F104 shares4.00%2026-03-312026-04-28

Sponsored

JDIV J P MORGAN EXCHANGE TRADED F127 shares0.00%2026-03-312026-04-28

BBSC J P MORGAN EXCHANGE TRADED F88 shares10.00%2026-03-312026-04-28

IDA IDACORP INC46 shares0.00%2026-03-312026-04-28

HSY HERSHEY CO31 shares0.00%2026-03-312026-04-28

SNX TD SYNNEX CORPORATION38 shares0.00%2026-03-312026-04-28

CTVA CORTEVA INC76 shares0.00%2026-03-312026-04-28

V VISA INC21 shares0.00%2026-03-312026-04-28

AVY AVERY DENNISON CORP36 shares0.00%2026-03-312026-04-28

Sponsored

YUM YUM BRANDS INC40 shares0.00%2026-03-312026-04-28

FBND FIDELITY MERRIMACK STR TR136 shares0.00%2026-03-312026-04-28

TE CONNECTIVITY PLC TE CONNECTIVITY PLC29 shares0.00%2026-03-312026-04-28

BLDR BUILDERS FIRSTSOURCE INC74 sharesnew addition2026-03-312026-04-28

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC26 shares4.00%2026-03-312026-04-28

ALC ALCON AG79 shares0.00%2026-03-312026-04-28

SUNBELT RENTALS HOLDINGS INC SUNBELT RENTALS HOLDINGS INC91 sharesnew addition2026-03-312026-04-28

HD HOME DEPOT INC18 shares0.00%2026-03-312026-04-28

Sponsored

KDP KEURIG DR PEPPER INC222 shares0.91%2026-03-312026-04-28

SHW SHERWIN WILLIAMS CO18 shares0.00%2026-03-312026-04-28

REXR REXFORD INDL RLTY INC176 shares1.15%2026-03-312026-04-28

MAA MID-AMER APT CMNTYS INC46 shares0.00%2026-03-312026-04-28

CNH CNH INDL N V510 shares0.00%2026-03-312026-04-28

OTIS OTIS WORLDWIDE CORP71 shares0.00%2026-03-312026-04-28

CROWN CASTLE INC CROWN CASTLE INC66 shares1.54%2026-03-312026-04-28

GEHC GE HEALTHCARE TECHNOLOGIES I75 shares0.00%2026-03-312026-04-28

Sponsored

PM PHILIP MORRIS INTL INC32 shares0.00%2026-03-312026-04-28

ACGL ARCH CAP GROUP LTD55 shares0.00%2026-03-312026-04-28

CORPAY INC CORPAY INC18 shares0.00%2026-03-312026-04-28

ADSK AUTODESK INC21 shares0.00%2026-03-312026-04-28

SOLV SOLVENTUM CORP75 shares0.00%2026-03-312026-04-28

CSCO CISCO SYS INC57 shares0.00%2026-03-312026-04-28

PAYC PAYCOM SOFTWARE INC36 sharesnew addition2026-03-312026-04-28

XCCC BONDBLOXX ETF TRUST117 shares2.63%2026-03-312026-04-28

Sponsored

TECK TECK RESOURCES LTD79 shares83.72%2026-03-312026-04-28

FLR FLUOR CORP86 shares0.00%2026-03-312026-04-28

LUV SOUTHWEST AIRLS CO106 shares-54.31%2026-03-312026-04-28

TT TRANE TECHNOLOGIES PLC10 shares11.11%2026-03-312026-04-28

BR BROADRIDGE FINL SOLUTIONS IN22 shares0.00%2026-03-312026-04-28

SCHF SCHWAB STRATEGIC TR146 shares0.00%2026-03-312026-04-28

HWM HOWMET AEROSPACE INC15 shares0.00%2026-03-312026-04-28

TIDAL TRUST II TIDAL TRUST II131 shares16.96%2026-03-312026-04-28

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F62 shares0.00%2026-03-312026-04-28

AMAT APPLIED MATLS INC10 shares0.00%2026-03-312026-04-28

AMD ADVANCED MICRO DEVICES INC16 shares0.00%2026-03-312026-04-28

NLOP NET LEASE OFFICE PROPERTIES275 shares89.66%2026-03-312026-04-28

CPLS AB ACTIVE ETFS INC89 shares1.14%2026-03-312026-04-28

GILD GILEAD SCIENCES INC21 shares0.00%2026-03-312026-04-28

WSO WATSCO INC8 shares0.00%2026-03-312026-04-28

PRU PRUDENTIAL FINL INC29 shares0.00%2026-03-312026-04-28

Sponsored

CAT CATERPILLAR INC4 shares0.00%2026-03-312026-04-28

BSX BOSTON SCIENTIFIC CORP45 shares-61.21%2026-03-312026-04-28

PH PARKER-HANNIFIN CORP3 shares0.00%2026-03-312026-04-28

F FORD MTR CO224 shares0.00%2026-03-312026-04-28

MAGNUM ICE CREAM CO NV MAGNUM ICE CREAM CO NV158 shares0.00%2026-03-312026-04-28

TSCO TRACTOR SUPPLY CO50 shares0.00%2026-03-312026-04-28

BLACKROCK INC BLACKROCK INC2 shares0.00%2026-03-312026-04-28

VRTX VERTEX PHARMACEUTICALS INC4 shares0.00%2026-03-312026-04-28

Sponsored

PDI PIMCO DYNAMIC INCOME FD94 sharesnew addition2026-03-312026-04-28

META META PLATFORMS INC2 shares0.00%2026-03-312026-04-28

ETHA ISHARES ETHEREUM TR46 shares2.22%2026-03-312026-04-28

SIVR ABRDN SILVER ETF TRUST10 shares-90.20%2026-03-312026-04-28

CITIGROUP INC CITIGROUP INC6 shares0.00%2026-03-312026-04-28

INTC INTEL CORP12 shares-98.81%2026-03-312026-04-28

BALL BALL CORP8 shares0.00%2026-03-312026-04-28

YBTC ROUNDHILL ETF TRUST20 shares0.00%2026-03-312026-04-28

Sponsored

ACCO ACCO BRANDS CORP125 shares0.00%2026-03-312026-04-28

DELL DELL TECHNOLOGIES INC2 shares0.00%2026-03-312026-04-28

LIBERTY LIVE HOLDINGS INC LIBERTY LIVE HOLDINGS INC1 shares0.00%2026-03-312026-04-28

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL1 shares0.00%2026-03-312026-04-28

LIBERTY GLOBAL LTD LIBERTY GLOBAL LTD6 shares0.00%2026-03-312026-04-28

LBRDA LIBERTY BROADBAND CORP1 shares0.00%2026-03-312026-04-28

ATLANTA BRAVES HLDGS INC ATLANTA BRAVES HLDGS INC1 shares0.00%2026-03-312026-04-28

LION2 LIONSGATE STUDIOS CORP4 shares0.00%2026-03-312026-04-28

Sponsored

GCI LIBERTY INC GCI LIBERTY INC1 shares0.00%2026-03-312026-04-28

WBD WARNER BROS DISCOVERY INC1 shares-96.43%2026-03-312026-04-28

LILAK LIBERTY LATIN AMERICA LTD2 shares0.00%2026-03-312026-04-28

SPY

STATE STR SPDR S&P 500 ETF T

New

Shares5.0K

Event2026-03-31

Filed2026-04-28

JEPI

J P MORGAN EXCHANGE TRADED F

6.77%

Shares40.6K

Event2026-03-31

Filed2026-04-28

XOM

EXXON MOBIL CORP

0.60%

Shares7.9K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

1.64%

Shares3.3K

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC

-1.06%

Shares4.8K

Event2026-03-31

Filed2026-04-28

CVX

CHEVRON CORPORATION

-16.66%

Shares5.1K

Event2026-03-31

Filed2026-04-28

MBB

ISHARES TR

7.24%

Shares4.3K

Event2026-03-31

Filed2026-04-28

ABBV

ABBVIE INC

0.40%

Shares1.5K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-28

MCD

MCDONALDS CORP

0.15%

Shares667

Event2026-03-31

Filed2026-04-28

ISHARES GOLD TR

-28.33%

Shares2.1K

Event2026-03-31

Filed2026-04-28

SCHY

SCHWAB STRATEGIC TR

-7.07%

Shares5.9K

Event2026-03-31

Filed2026-04-28

VYM

VANGUARD WHITEHALL FDS

-6.16%

Shares1.2K

Event2026-03-31

Filed2026-04-28

ETFS GOLD TR

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-28

INVESCO QQQ TR

0.00%

Shares290

Event2026-03-31

Filed2026-04-28

JCPB

J P MORGAN EXCHANGE TRADED F

10.90%

Shares3.4K

Event2026-03-31

Filed2026-04-28

UPS

UNITED PARCEL SVCS INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-28

PLD

PROLOGIS INC.

0.84%

Shares1.1K

Event2026-03-31

Filed2026-04-28

PFG

PRINCIPAL FINANCIAL GROUP IN

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-28

NVDA

NVIDIA CORPORATION

0.00%

Shares758

Event2026-03-31

Filed2026-04-28

PROFESIONALLY MANAGED PORTFO

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-28

AEP

AMERICAN ELEC PWR CO INC

0.50%

Shares1.0K

Event2026-03-31

Filed2026-04-28

SCHH

SCHWAB STRATEGIC TR

0.21%

Shares6.1K

Event2026-03-31

Filed2026-04-28

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-28

SILA

SILA REALTY TRUST INC

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-28

VTV

VANGUARD INDEX FDS

0.47%

Shares635

Event2026-03-31

Filed2026-04-28

WMT

WALMART INC

0.21%

Shares935

Event2026-03-31

Filed2026-04-28

SFNC

SIMMONS FIRST NATL CORP

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-28

GLDM

WORLD GOLD TR

-24.40%

Shares1.2K

Event2026-03-31

Filed2026-04-28

AAP

ADVANCE AUTO PARTS INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-28

VDE

VANGUARD WORLD FD

New

Shares608

Event2026-03-31

Filed2026-04-28

MFC

MANULIFE FINL CORP

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-28

TUSB

THRIVENT ETF TRUST

-8.62%

Shares1.9K

Event2026-03-31

Filed2026-04-28

BBUS

J P MORGAN EXCHANGE TRADED F

5.91%

Shares789

Event2026-03-31

Filed2026-04-28

PRXG

PRAXIS FDS

22.78%

Shares2.8K

Event2026-03-31

Filed2026-04-28

XYZ

BLOCK INC

50.00%

Shares1.5K

Event2026-03-31

Filed2026-04-28

AVEM

AMERICAN CENTY ETF TR

6.65%

Shares1.1K

Event2026-03-31

Filed2026-04-28

BKLN

INVESCO EXCH TRADED FD TR II

4.21%

Shares4.2K

Event2026-03-31

Filed2026-04-28

GLD

SPDR GOLD TR

New

Shares199

Event2026-03-31

Filed2026-04-28

ESUM

STRATEGY SHS

10.48%

Shares3.2K

Event2026-03-31

Filed2026-04-28

CMPS

COMPASS PATHWAYS PLC

0.00%

Shares14.7K

Event2026-03-31

Filed2026-04-28

QQQM

INVESCO EXCH TRADED FD TR II

0.00%

Shares341

Event2026-03-31

Filed2026-04-28

JNJ

JOHNSON & JOHNSON

0.31%

Shares324

Event2026-03-31

Filed2026-04-28

PRXV

PRAXIS FDS

-16.32%

Shares2.5K

Event2026-03-31

Filed2026-04-28

VERIZON COMMUNICATIONS INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-28

T1 ENERGY INC

0.00%

Shares16.8K

Event2026-03-31

Filed2026-04-28

SLDP

SOLID POWER INC

0.00%

Shares23.7K

Event2026-03-31

Filed2026-04-28

LMUB

ISHARES TR

New

Shares1.4K

Event2026-03-31

Filed2026-04-28

SYSB

ISHARES TR

424.46%

Shares729

Event2026-03-31

Filed2026-04-28

BLACKSTONE INC

New

Shares550

Event2026-03-31

Filed2026-04-28

KMB

KIMBERLY-CLARK CORP

-7.76%

Shares630

Event2026-03-31

Filed2026-04-28

TGT

TARGET CORP

0.00%

Shares500

Event2026-03-31

Filed2026-04-28

ALPHABET INC

0.00%

Shares207

Event2026-03-31

Filed2026-04-28

JBND

J P MORGAN EXCHANGE TRADED F

98.14%

Shares1.1K

Event2026-03-31

Filed2026-04-28

SPMO

INVESCO EXCH TRADED FD TR II

-40.68%

Shares509

Event2026-03-31

Filed2026-04-28

COEUR MNG INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-28

MLN

VANECK ETF TRUST

31.35%

Shares3.1K

Event2026-03-31

Filed2026-04-28

MEOH

METHANEX CORP

0.00%

Shares908

Event2026-03-31

Filed2026-04-28

DUKE ENERGY CORP NEW

-28.22%

Shares412

Event2026-03-31

Filed2026-04-28

VTEB

VANGUARD MUN BD FDS

-0.20%

Shares1.0K

Event2026-03-31

Filed2026-04-28

SCHP

SCHWAB STRATEGIC TR

3.23%

Shares1.9K

Event2026-03-31

Filed2026-04-28

ETSY

ETSY INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-28

LAM RESEARCH CORP

0.00%

Shares231

Event2026-03-31

Filed2026-04-28

PAYX

PAYCHEX INC

-28.76%

Shares530

Event2026-03-31

Filed2026-04-28

JAVA

J P MORGAN EXCHANGE TRADED F

-1.45%

Shares678

Event2026-03-31

Filed2026-04-28

ACP

ABRDN INCOME CREDIT STRATEGI

0.00%

Shares9.5K

Event2026-03-31

Filed2026-04-28

MP MATERIALS CORP

New

Shares1.0K

Event2026-03-31

Filed2026-04-28

PROCTER & GAMBLE CO

0.00%

Shares328

Event2026-03-31

Filed2026-04-28

EZU

ISHARES INC

0.00%

Shares721

Event2026-03-31

Filed2026-04-28

XLG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares773

Event2026-03-31

Filed2026-04-28

VEA

VANGUARD TAX-MANAGED FDS

0.16%

Shares636

Event2026-03-31

Filed2026-04-28

UNILEVER PLC

0.00%

Shares705

Event2026-03-31

Filed2026-04-28

APA CORPORATION

0.00%

Shares921

Event2026-03-31

Filed2026-04-28

GTO

INVESCO ACTIVELY MANAGED EXC

0.00%

Shares823

Event2026-03-31

Filed2026-04-28

NEAR

ISHARES U S ETF TR

0.00%

Shares747

Event2026-03-31

Filed2026-04-28

PZA

INVESCO EXCH TRADED FD TR II

20.90%

Shares1.6K

Event2026-03-31

Filed2026-04-28

JGRO

J P MORGAN EXCHANGE TRADED F

9.64%

Shares421

Event2026-03-31

Filed2026-04-28

BROADCOM INC

0.00%

Shares112

Event2026-03-31

Filed2026-04-28

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares102

Event2026-03-31

Filed2026-04-28

IBIT

ISHARES BITCOIN TRUST ETF

-38.63%

Shares888

Event2026-03-31

Filed2026-04-28

SUNCOR ENERGY INC NEW

New

Shares503

Event2026-03-31

Filed2026-04-28

GSEW

GOLDMAN SACHS ETF TR

New

Shares380

Event2026-03-31

Filed2026-04-28

CGW

INVESCO EXCH TRADED FD TR II

0.00%

Shares500

Event2026-03-31

Filed2026-04-28

QUANTUMSCAPE CORP

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-28

CPNG

COUPANG INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-28

BBAG

J P MORGAN EXCHANGE TRADED F

-0.81%

Shares614

Event2026-03-31

Filed2026-04-28

AT&T INC

-39.45%

Shares976

Event2026-03-31

Filed2026-04-28

SCHZ

SCHWAB STRATEGIC TR

2.99%

Shares1.2K

Event2026-03-31

Filed2026-04-28

HOOD

ROBINHOOD MKTS INC

0.00%

Shares399

Event2026-03-31

Filed2026-04-28

SHLD

GLOBAL X FDS

163.83%

Shares372

Event2026-03-31

Filed2026-04-28

PFM

INVESCO EXCHANGE TRADED FD T

0.00%

Shares500

Event2026-03-31

Filed2026-04-28

BIV

VANGUARD BD INDEX FDS

0.00%

Shares323

Event2026-03-31

Filed2026-04-28

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares311

Event2026-03-31

Filed2026-04-28

SNOW

SNOWFLAKE INC

0.00%

Shares159

Event2026-03-31

Filed2026-04-28

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares50

Event2026-03-31

Filed2026-04-28

JFLI

J P MORGAN EXCHANGE TRADED F

3.39%

Shares457

Event2026-03-31

Filed2026-04-28

BITO

PROSHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-28

MASTERCARD INCORPORATED

0.00%

Shares44

Event2026-03-31

Filed2026-04-28

FSS

FEDERAL SIGNAL CORP

0.50%

Shares203

Event2026-03-31

Filed2026-04-28

JPIE

J P MORGAN EXCHANGE TRADED F

-23.39%

Shares475

Event2026-03-31

Filed2026-04-28

PEY

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-28

VYMI

VANGUARD WHITEHALL FDS

9.76%

Shares225

Event2026-03-31

Filed2026-04-28

PSX

PHILLIPS 66

0.90%

Shares112

Event2026-03-31

Filed2026-04-28

MORGAN STANLEY

0.00%

Shares116

Event2026-03-31

Filed2026-04-28

TSME

THRIVENT ETF TRUST

85.23%

Shares439

Event2026-03-31

Filed2026-04-28

TWLO

TWILIO INC

0.00%

Shares139

Event2026-03-31

Filed2026-04-28

HDEF

DBX ETF TR

-1.17%

Shares505

Event2026-03-31

Filed2026-04-28

VONV

VANGUARD SCOTTSDALE FDS

0.00%

Shares160

Event2026-03-31

Filed2026-04-28

UAA

UNDER ARMOUR INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-28

ARISTA NETWORKS INC

0.00%

Shares118

Event2026-03-31

Filed2026-04-28

CRDO

CREDO TECHNOLOGY GROUP HOLDI

0.00%

Shares153

Event2026-03-31

Filed2026-04-28

OBDC

BLUE OWL CAPITAL CORPORATION

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-28

CGBD

CARLYLE SECURED LENDING INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-28

JEMA

J P MORGAN EXCHANGE TRADED F

23.74%

Shares271

Event2026-03-31

Filed2026-04-28

SES

SES AI CORPORATION

0.00%

Shares14.1K

Event2026-03-31

Filed2026-04-28

JPM

JPMORGAN CHASE & CO

0.00%

Shares45

Event2026-03-31

Filed2026-04-28

EUHY

ISHARES INC

New

Shares241

Event2026-03-31

Filed2026-04-28

EATON CORP PLC

0.00%

Shares35

Event2026-03-31

Filed2026-04-28

EMLC

VANECK ETF TRUST

0.00%

Shares497

Event2026-03-31

Filed2026-04-28

MCK

MCKESSON CORP

-17.65%

Shares14

Event2026-03-31

Filed2026-04-28

CBOE

CBOE GLOBAL MKTS INC

0.00%

Shares42

Event2026-03-31

Filed2026-04-28

BBMC

J P MORGAN EXCHANGE TRADED F

-10.00%

Shares108

Event2026-03-31

Filed2026-04-28

ICE

INTERCONTINENTAL EXCHANGE IN

0.00%

Shares74

Event2026-03-31

Filed2026-04-28

UBER

UBER TECHNOLOGIES INC

0.00%

Shares162

Event2026-03-31

Filed2026-04-28

FANG

DIAMONDBACK ENERGY INC

0.00%

Shares56

Event2026-03-31

Filed2026-04-28

BBHY

J P MORGAN EXCHANGE TRADED F

-35.98%

Shares242

Event2026-03-31

Filed2026-04-28

ETF SER SOLUTIONS

0.00%

Shares648

Event2026-03-31

Filed2026-04-28

OFS

OFS CAP CORP

New

Shares3.1K

Event2026-03-31

Filed2026-04-28

NEE

NEXTERA ENERGY INC

0.00%

Shares114

Event2026-03-31

Filed2026-04-28

CION

CION INVT CORP

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-28

CMCSA

COMCAST CORP NEW

New

Shares367

Event2026-03-31

Filed2026-04-28

DIS

DISNEY WALT CO

0.00%

Shares108

Event2026-03-31

Filed2026-04-28

CFR

CULLEN FROST BANKERS INC

1.33%

Shares76

Event2026-03-31

Filed2026-04-28

CDNS

CADENCE DESIGN SYSTEM INC

0.00%

Shares37

Event2026-03-31

Filed2026-04-28

BBIN

J P MORGAN EXCHANGE TRADED F

-2.11%

Shares139

Event2026-03-31

Filed2026-04-28

XTEN

BONDBLOXX ETF TRUST

0.00%

Shares218

Event2026-03-31

Filed2026-04-28

CASY

CASEYS GEN STORES INC

0.00%

Shares13

Event2026-03-31

Filed2026-04-28

QNITY ELECTRONICS INC

0.00%

Shares81

Event2026-03-31

Filed2026-04-28

WRB

BERKLEY W R CORP

0.00%

Shares141

Event2026-03-31

Filed2026-04-28

DUPONT DE NEMOURS INC

0.50%

Shares202

Event2026-03-31

Filed2026-04-28

JIRE

J P MORGAN EXCHANGE TRADED F

-2.40%

Shares122

Event2026-03-31

Filed2026-04-28

SMH

VANECK ETF TRUST

New

Shares24

Event2026-03-31

Filed2026-04-28

GEM

GOLDMAN SACHS ETF TR

New

Shares210

Event2026-03-31

Filed2026-04-28

CRWD

CROWDSTRIKE HLDGS INC

0.00%

Shares23

Event2026-03-31

Filed2026-04-28

IVR

INVESCO MORTGAGE CAPITAL INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-28

IWY

ISHARES TR

9.09%

Shares36

Event2026-03-31

Filed2026-04-28

JPMB

J P MORGAN EXCHANGE TRADED F

63.31%

Shares227

Event2026-03-31

Filed2026-04-28

PGR

PROGRESSIVE CORP

0.00%

Shares44

Event2026-03-31

Filed2026-04-28

LNT

ALLIANT ENERGY CORP

0.83%

Shares121

Event2026-03-31

Filed2026-04-28

BAC

BANK AMERICA CORP

0.57%

Shares177

Event2026-03-31

Filed2026-04-28

HYGW

ISHARES TR

-58.57%

Shares290

Event2026-03-31

Filed2026-04-28

WFC

WELLS FARGO & CO

0.00%

Shares107

Event2026-03-31

Filed2026-04-28

MTB

M & T BK CORP

0.00%

Shares41

Event2026-03-31

Filed2026-04-28

SOUTHERN CO

0.00%

Shares87

Event2026-03-31

Filed2026-04-28

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares40

Event2026-03-31

Filed2026-04-28

AXP

AMERICAN EXPRESS CO

0.00%

Shares27

Event2026-03-31

Filed2026-04-28

ADI

ANALOG DEVICES INC

0.00%

Shares25

Event2026-03-31

Filed2026-04-28

DDOG

DATADOG INC

0.00%

Shares68

Event2026-03-31

Filed2026-04-28

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares33

Event2026-03-31

Filed2026-04-28

VIS

VANGUARD WORLD FD

0.00%

Shares25

Event2026-03-31

Filed2026-04-28

MKL

MARKEL GROUP INC

0.00%

Shares4

Event2026-03-31

Filed2026-04-28

CRH PLC

0.00%

Shares72

Event2026-03-31

Filed2026-04-28

LAMR

LAMAR ADVERTISING CO

1.72%

Shares59

Event2026-03-31

Filed2026-04-28

TOL

TOLL BROTHERS INC

1.85%

Shares55

Event2026-03-31

Filed2026-04-28

APD

AIR PRODUCTS AND CHEMICALS I

0.00%

Shares25

Event2026-03-31

Filed2026-04-28

BBCB

J P MORGAN EXCHANGE TRADED F

3.87%

Shares161

Event2026-03-31

Filed2026-04-28

HUBBELL INC

0.00%

Shares15

Event2026-03-31

Filed2026-04-28

GMED

GLOBUS MED INC

-27.59%

Shares84

Event2026-03-31

Filed2026-04-28

SYK

STRYKER CORPORATION

0.00%

Shares22

Event2026-03-31

Filed2026-04-28

HCA

HCA HEALTHCARE INC

0.00%

Shares15

Event2026-03-31

Filed2026-04-28

HLT

HILTON WORLDWIDE HLDGS INC

0.00%

Shares23

Event2026-03-31

Filed2026-04-28

EXPD

EXPEDITORS INTL WASH INC

0.00%

Shares49

Event2026-03-31

Filed2026-04-28

XEL

XCEL ENERGY INC

1.18%

Shares86

Event2026-03-31

Filed2026-04-28

JADE

J P MORGAN EXCHANGE TRADED F

-2.83%

Shares103

Event2026-03-31

Filed2026-04-28

JGLO

J P MORGAN EXCHANGE TRADED F

4.00%

Shares104

Event2026-03-31

Filed2026-04-28

JDIV

J P MORGAN EXCHANGE TRADED F

0.00%

Shares127

Event2026-03-31

Filed2026-04-28

BBSC

J P MORGAN EXCHANGE TRADED F

10.00%

Shares88

Event2026-03-31

Filed2026-04-28

IDA

IDACORP INC

0.00%

Shares46

Event2026-03-31

Filed2026-04-28

HSY

HERSHEY CO

0.00%

Shares31

Event2026-03-31

Filed2026-04-28

SNX

TD SYNNEX CORPORATION

0.00%

Shares38

Event2026-03-31

Filed2026-04-28

CTVA

CORTEVA INC

0.00%

Shares76

Event2026-03-31

Filed2026-04-28

VISA INC

0.00%

Shares21

Event2026-03-31

Filed2026-04-28

AVY

AVERY DENNISON CORP

0.00%

Shares36

Event2026-03-31

Filed2026-04-28

YUM

YUM BRANDS INC

0.00%

Shares40

Event2026-03-31

Filed2026-04-28

FBND

FIDELITY MERRIMACK STR TR

0.00%

Shares136

Event2026-03-31

Filed2026-04-28

TE CONNECTIVITY PLC

0.00%

Shares29

Event2026-03-31

Filed2026-04-28

BLDR

BUILDERS FIRSTSOURCE INC

New

Shares74

Event2026-03-31

Filed2026-04-28

FERGUSON ENTERPRISES INC

4.00%

Shares26

Event2026-03-31

Filed2026-04-28

ALC

ALCON AG

0.00%

Shares79

Event2026-03-31

Filed2026-04-28

SUNBELT RENTALS HOLDINGS INC

New

Shares91

Event2026-03-31

Filed2026-04-28

HOME DEPOT INC

0.00%

Shares18

Event2026-03-31

Filed2026-04-28

KDP

KEURIG DR PEPPER INC

0.91%

Shares222

Event2026-03-31

Filed2026-04-28

SHW

SHERWIN WILLIAMS CO

0.00%

Shares18

Event2026-03-31

Filed2026-04-28

REXR

REXFORD INDL RLTY INC

1.15%

Shares176

Event2026-03-31

Filed2026-04-28

MAA

MID-AMER APT CMNTYS INC

0.00%

Shares46

Event2026-03-31

Filed2026-04-28

CNH

CNH INDL N V

0.00%

Shares510

Event2026-03-31

Filed2026-04-28

OTIS

OTIS WORLDWIDE CORP

0.00%

Shares71

Event2026-03-31

Filed2026-04-28

CROWN CASTLE INC

1.54%

Shares66

Event2026-03-31

Filed2026-04-28

GEHC

GE HEALTHCARE TECHNOLOGIES I

0.00%

Shares75

Event2026-03-31

Filed2026-04-28

PHILIP MORRIS INTL INC

0.00%

Shares32

Event2026-03-31

Filed2026-04-28

ACGL

ARCH CAP GROUP LTD

0.00%

Shares55

Event2026-03-31

Filed2026-04-28

CORPAY INC

0.00%

Shares18

Event2026-03-31

Filed2026-04-28

ADSK

AUTODESK INC

0.00%

Shares21

Event2026-03-31

Filed2026-04-28

SOLV

SOLVENTUM CORP

0.00%

Shares75

Event2026-03-31

Filed2026-04-28

CSCO

CISCO SYS INC

0.00%

Shares57

Event2026-03-31

Filed2026-04-28

PAYC

PAYCOM SOFTWARE INC

New

Shares36

Event2026-03-31

Filed2026-04-28

XCCC

BONDBLOXX ETF TRUST

2.63%

Shares117

Event2026-03-31

Filed2026-04-28

TECK

TECK RESOURCES LTD

83.72%

Shares79

Event2026-03-31

Filed2026-04-28

FLR

FLUOR CORP

0.00%

Shares86

Event2026-03-31

Filed2026-04-28

LUV

SOUTHWEST AIRLS CO

-54.31%

Shares106

Event2026-03-31

Filed2026-04-28

TRANE TECHNOLOGIES PLC

11.11%

Shares10

Event2026-03-31

Filed2026-04-28

BROADRIDGE FINL SOLUTIONS IN

0.00%

Shares22

Event2026-03-31

Filed2026-04-28

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares146

Event2026-03-31

Filed2026-04-28

HWM

HOWMET AEROSPACE INC

0.00%

Shares15

Event2026-03-31

Filed2026-04-28

TIDAL TRUST II

16.96%

Shares131

Event2026-03-31

Filed2026-04-28

JEPQ

J P MORGAN EXCHANGE TRADED F

0.00%

Shares62

Event2026-03-31

Filed2026-04-28

AMAT

APPLIED MATLS INC

0.00%

Shares10

Event2026-03-31

Filed2026-04-28

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares16

Event2026-03-31

Filed2026-04-28

NLOP

NET LEASE OFFICE PROPERTIES

89.66%

Shares275

Event2026-03-31

Filed2026-04-28

CPLS

AB ACTIVE ETFS INC

1.14%

Shares89

Event2026-03-31

Filed2026-04-28

GILD

GILEAD SCIENCES INC

0.00%

Shares21

Event2026-03-31

Filed2026-04-28

WSO

WATSCO INC

0.00%

Shares8

Event2026-03-31

Filed2026-04-28

PRU

PRUDENTIAL FINL INC

0.00%

Shares29

Event2026-03-31

Filed2026-04-28

CAT

CATERPILLAR INC

0.00%

Shares4

Event2026-03-31

Filed2026-04-28

BSX

BOSTON SCIENTIFIC CORP

-61.21%

Shares45

Event2026-03-31

Filed2026-04-28

PARKER-HANNIFIN CORP

0.00%

Shares3

Event2026-03-31

Filed2026-04-28

FORD MTR CO

0.00%

Shares224

Event2026-03-31

Filed2026-04-28

MAGNUM ICE CREAM CO NV

0.00%

Shares158

Event2026-03-31

Filed2026-04-28

TSCO

TRACTOR SUPPLY CO

0.00%

Shares50

Event2026-03-31

Filed2026-04-28

BLACKROCK INC

0.00%

Shares2

Event2026-03-31

Filed2026-04-28

VRTX

VERTEX PHARMACEUTICALS INC

0.00%

Shares4

Event2026-03-31

Filed2026-04-28

PDI

PIMCO DYNAMIC INCOME FD

New

Shares94

Event2026-03-31

Filed2026-04-28