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The Analysis of Lifeworks Advisors, LLC's Holdings & P&L

Currently, Lifeworks Advisors, LLC holds 296 types of securities in its portfolio with a total value $779.2M. In the most recent quarter, they have increased their positions in GSG (+338.0K shares, valued at $10.9M), KR (+69.2K shares, valued at $5.0M), L (+44.9K shares, valued at $4.8M); decreased their positions in VTRS (-453.5K shares, valued at $6.1M), LYB (-72.2K shares, valued at $5.8M), N/A (-8.3K shares, valued at $3.2M); initiated new positions in GSG (+338.0K shares, valued at $10.9M), L (+44.9K shares, valued at $4.8M), N/A (+96.8K shares, valued at $3.8M).

1M P&L

+32.6M+4.50%

3M P&L

+35.7M+4.94%

HY P&L

+76.9M+11.31%

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/A337.0M

47.7%

2Drug Manufacturers - General39.3M

5.6%

3Software - Infrastructure27.9M

3.9%

Top Industries by Stock Count

1N/A119 stocks

43.3%

2Semiconductors10 stocks

3.6%

3Drug Manufacturers - General8 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDW SPDR INDEX SHS FDS1.2M shares2.03%2026-03-312026-05-04

GOVT ISHARES TR1.1M shares2.11%2026-03-312026-05-04

LQD ISHARES TR187.0K shares0.95%2026-03-312026-05-04

ISHARES GOLD TR ISHARES GOLD TR208.5K shares-8.67%2026-03-312026-05-04

BNDX VANGUARD CHARLOTTE FDS370.2K shares3.10%2026-03-312026-05-04

MBB ISHARES TR186.4K shares-0.89%2026-03-312026-05-04

VTIP VANGUARD MALVERN FDS308.9K shares-0.10%2026-03-312026-05-04

GLD SPDR GOLD TR32.8K shares23.88%2026-03-312026-05-04

Sponsored

FTEC FIDELITY COVINGTON TRUST56.8K shares9.79%2026-03-312026-05-04

DELL DELL TECHNOLOGIES INC66.9K shares21.97%2026-03-312026-05-04

GSG ISHARES S&P GSCI COMMODITY-338.0K sharesnew addition2026-03-312026-05-04

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL27.7K shares-22.97%2026-03-312026-05-04

GILD GILEAD SCIENCES INC74.3K shares4.93%2026-03-312026-05-04

FIDU FIDELITY COVINGTON TRUST112.3K shares0.34%2026-03-312026-05-04

AAPL APPLE INC36.6K shares8.73%2026-03-312026-05-04

MO ALTRIA GROUP INC137.8K shares-1.90%2026-03-312026-05-04

Sponsored

JNJ JOHNSON & JOHNSON36.9K shares1.43%2026-03-312026-05-04

MSFT MICROSOFT CORP23.7K shares27.24%2026-03-312026-05-04

ABBV ABBVIE INC39.7K shares6.54%2026-03-312026-05-04

JBL JABIL INC32.4K shares-8.41%2026-03-312026-05-04

MERCK & CO INC MERCK & CO INC67.5K shares-4.28%2026-03-312026-05-04

PCAR PACCAR INC69.3K shares-8.13%2026-03-312026-05-04

SO SOUTHERN CO82.3K shares19.86%2026-03-312026-05-04

GLW CORNING INC58.4K shares-3.29%2026-03-312026-05-04

Sponsored

IBIT ISHARES BITCOIN TRUST ETF204.6K shares23.04%2026-03-312026-05-04

PFE PFIZER INC277.5K shares-3.76%2026-03-312026-05-04

ORCL ORACLE CORP52.2K shares72.61%2026-03-312026-05-04

OUNZ VANECK MERK GOLD ETF166.1K shares-10.45%2026-03-312026-05-04

CSCO CISCO SYS INC96.2K shares-3.77%2026-03-312026-05-04

HPE HEWLETT PACKARD ENTERPRISE C311.4K shares25.29%2026-03-312026-05-04

SPY STATE STR SPDR S&P 500 ETF T10.8K shares1.34%2026-03-312026-05-04

EBAY EBAY INC.77.0K shares13.53%2026-03-312026-05-04

Sponsored

CAT CATERPILLAR INC9.5K shares-11.28%2026-03-312026-05-04

FHLC FIDELITY COVINGTON TRUST93.4K shares-15.61%2026-03-312026-05-04

HIG HARTFORD INSURANCE GROUP INC47.8K shares40.45%2026-03-312026-05-04

QCOM QUALCOMM INC50.0K shares18.42%2026-03-312026-05-04

CLX CLOROX CO DEL61.2K shares13.93%2026-03-312026-05-04

CMI CUMMINS INC11.8K shares-1.03%2026-03-312026-05-04

IBM INTERNATIONAL BUSINESS MACHS25.9K shares4.00%2026-03-312026-05-04

LINDE PLC LINDE PLC12.4K shares10.26%2026-03-312026-05-04

Sponsored

KEYS KEYSIGHT TECHNOLOGIES INC21.7K shares-3.43%2026-03-312026-05-04

CPB THE CAMPBELLS COMPANY273.7K shares15.79%2026-03-312026-05-04

DE DEERE & CO10.7K shares-11.82%2026-03-312026-05-04

KR KROGER CO82.4K shares526.11%2026-03-312026-05-04

GRMN GARMIN LTD25.5K shares16.67%2026-03-312026-05-04

IVV ISHARES TR8.9K shares-22.47%2026-03-312026-05-04

FFIV F5 INC19.7K shares32.37%2026-03-312026-05-04

RSG REPUBLIC SVCS INC25.9K shares-6.10%2026-03-312026-05-04

Sponsored

WAB WABTEC22.2K shares-12.87%2026-03-312026-05-04

MUB ISHARES TR50.6K shares5.43%2026-03-312026-05-04

RTX RTX CORPORATION27.6K shares257.79%2026-03-312026-05-04

SPAB SPDR SERIES TRUST204.9K shares-0.42%2026-03-312026-05-04

ITW ILLINOIS TOOL WKS INC20.0K shares-11.31%2026-03-312026-05-04

NTAP NETAPP INC50.7K shares24.43%2026-03-312026-05-04

HON HONEYWELL INTL INC22.1K shares9.85%2026-03-312026-05-04

L LOEWS CORP44.9K sharesnew addition2026-03-312026-05-04

Sponsored

EVRG EVERGY INC58.2K shares7.79%2026-03-312026-05-04

HP INC HP INC248.0K shares50.15%2026-03-312026-05-04

SPYM SPDR SERIES TRUST59.4K shares-6.82%2026-03-312026-05-04

GEN DIGITAL INC GEN DIGITAL INC234.3K shares16.33%2026-03-312026-05-04

MEDTRONIC PLC MEDTRONIC PLC50.6K shares8.36%2026-03-312026-05-04

V VISA INC14.4K shares294.04%2026-03-312026-05-04

AMZN AMAZON COM INC20.8K shares-0.76%2026-03-312026-05-04

BOXX EA SERIES TRUST36.3K shares-4.47%2026-03-312026-05-04

Sponsored

ABT ABBOTT LABORATORIES40.5K shares41.26%2026-03-312026-05-04

PNR PENTAIR PLC46.1K shares17.39%2026-03-312026-05-04

OTIS OTIS WORLDWIDE CORP51.4K shares3.10%2026-03-312026-05-04

NVDA NVIDIA CORPORATION22.2K shares-3.32%2026-03-312026-05-04

AMCOR PLC AMCOR PLC96.8K sharesnew addition2026-03-312026-05-04

TJX TJX COS INC NEW23.7K shares400.99%2026-03-312026-05-04

ADP AUTOMATIC DATA PROCESSING IN17.6K shares26.45%2026-03-312026-05-04

FSTA FIDELITY COVINGTON TRUST67.5K shares-14.34%2026-03-312026-05-04

Sponsored

PDBC INVESCO ACTVELY MNGD ETC FD203.8K shares-0.46%2026-03-312026-05-04

IWM ISHARES TR13.4K shares19.47%2026-03-312026-05-04

VTRS VIATRIS INC225.2K shares-66.82%2026-03-312026-05-04

EEM ISHARES TR51.8K shares30.45%2026-03-312026-05-04

VGK VANGUARD INTL EQUITY INDEX F35.6K shares-39.13%2026-03-312026-05-04

VRSN VERISIGN INC11.1K sharesnew addition2026-03-312026-05-04

LYB LYONDELLBASELL INDUSTRIES NV34.0K shares-68.01%2026-03-312026-05-04

VV VANGUARD INDEX FDS9.0K shares-18.11%2026-03-312026-05-04

Sponsored

EWJ ISHARES INC31.4K shares34.51%2026-03-312026-05-04

SCHO SCHWAB STRATEGIC TR107.3K shares-11.01%2026-03-312026-05-04

MSI MOTOROLA SOLUTIONS INC6.0K shares-48.62%2026-03-312026-05-04

ALPHABET INC ALPHABET INC8.9K shares62.55%2026-03-312026-05-04

IEF ISHARES TR26.1K shares-20.74%2026-03-312026-05-04

FUTY FIDELITY COVINGTON TRUST40.7K shares7.31%2026-03-312026-05-04

FDIS FIDELITY COVINGTON TRUST24.3K shares20.99%2026-03-312026-05-04

FMAT FIDELITY COVINGTON TRUST38.6K shares-13.17%2026-03-312026-05-04

Sponsored

WMT WALMART INC17.6K shares-25.05%2026-03-312026-05-04

FNCL FIDELITY COVINGTON TRUST29.0K shares9.93%2026-03-312026-05-04

XOM EXXON MOBIL CORP11.2K shares2.04%2026-03-312026-05-04

GDDY GODADDY INC22.8K shares-55.99%2026-03-312026-05-04

VANGUARD INDEX FDS VANGUARD INDEX FDS3.1K shares1.55%2026-03-312026-05-04

TSLA TESLA INC4.9K shares22.42%2026-03-312026-05-04

LLY ELI LILLY & CO1.9K shares-8.45%2026-03-312026-05-04

SPYV SPDR SERIES TRUST30.5K shares-3.66%2026-03-312026-05-04

Sponsored

AMAT APPLIED MATLS INC5.0K shares18.83%2026-03-312026-05-04

VTV VANGUARD INDEX FDS8.6K shares-12.79%2026-03-312026-05-04

SPSB SPDR SERIES TRUST52.6K shares-0.27%2026-03-312026-05-04

SPYG SPDR SERIES TRUST16.0K shares-9.91%2026-03-312026-05-04

META META PLATFORMS INC2.7K shares0.37%2026-03-312026-05-04

CARR CARRIER GLOBAL CORPORATION27.6K shares-64.15%2026-03-312026-05-04

NFLX NETFLIX INC.15.8K shares50.14%2026-03-312026-05-04

CTVA CORTEVA INC18.0K shares-2.37%2026-03-312026-05-04

Sponsored

EATON CORP PLC EATON CORP PLC4.2K shares-57.28%2026-03-312026-05-04

DFAC DIMENSIONAL ETF TRUST37.8K shares0.27%2026-03-312026-05-04

GEV GE VERNOVA INC1.6K shares-4.00%2026-03-312026-05-04

VUG VANGUARD INDEX FDS3.1K shares-15.55%2026-03-312026-05-04

DYNF BLACKROCK ETF TRUST23.4K shares-6.10%2026-03-312026-05-04

IVW ISHARES TR12.0K shares2.75%2026-03-312026-05-04

VRTX VERTEX PHARMACEUTICALS INC3.0K shares3.39%2026-03-312026-05-04

EFV ISHARES TR18.0K shares-7.83%2026-03-312026-05-04

Sponsored

ISRG INTUITIVE SURGICAL INC2.9K shares-1.10%2026-03-312026-05-04

SPEM SPDR INDEX SHS FDS28.3K shares-6.23%2026-03-312026-05-04

SPTM SPDR SERIES TRUST16.4K shares10.31%2026-03-312026-05-04

BROADCOM INC BROADCOM INC4.0K shares-6.67%2026-03-312026-05-04

IVE ISHARES TR5.8K shares-7.54%2026-03-312026-05-04

IEMG ISHARES INC16.2K shares-14.22%2026-03-312026-05-04

KLAC KLA CORP755 shares-24.27%2026-03-312026-05-04

AXP AMERICAN EXPRESS CO3.6K shares39.48%2026-03-312026-05-04

Sponsored

HD HOME DEPOT INC3.3K shares-0.87%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO3.7K shares0.79%2026-03-312026-05-04

SPMD SPDR SERIES TRUST18.3K shares-0.47%2026-03-312026-05-04

UBER UBER TECHNOLOGIES INC14.6K shares8.62%2026-03-312026-05-04

EA ELECTRONIC ARTS INC5.1K sharesnew addition2026-03-312026-05-04

KO COCA COLA CO13.5K shares-1.14%2026-03-312026-05-04

PEP PEPSICO INC6.4K shares8.31%2026-03-312026-05-04

PG PROCTER & GAMBLE CO6.8K shares2.32%2026-03-312026-05-04

Sponsored

BA BOEING CO4.9K shares139.93%2026-03-312026-05-04

MU MICRON TECHNOLOGY INC2.9K shares-43.47%2026-03-312026-05-04

INCY INCYTE CORP10.1K shares21.58%2026-03-312026-05-04

ETFS GOLD TR ETFS GOLD TR21.2K shares-63.59%2026-03-312026-05-04

IUSB ISHARES TR20.2K shares3.70%2026-03-312026-05-04

COST COSTCO WHOLESALE CORPORATION931 shares0.76%2026-03-312026-05-04

EFG ISHARES TR8.3K shares156.81%2026-03-312026-05-04

INVESCO QQQ TR INVESCO QQQ TR1.6K shares-76.30%2026-03-312026-05-04

Sponsored

SPTI SPDR SERIES TRUST31.5K shares8.52%2026-03-312026-05-04

LMT LOCKHEED MARTIN CORP1.5K shares-2.31%2026-03-312026-05-04

AGG ISHARES TR8.5K shares-20.31%2026-03-312026-05-04

AMGN AMGEN INC2.4K shares-1.62%2026-03-312026-05-04

APP APPLOVIN CORP2.1K shares42.32%2026-03-312026-05-04

CRWD CROWDSTRIKE HLDGS INC2.1K shares-3.27%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.7K shares2.36%2026-03-312026-05-04

BND VANGUARD BD INDEX FDS11.0K shares9.64%2026-03-312026-05-04

Sponsored

EG EVEREST GROUP LTD2.5K shares3.45%2026-03-312026-05-04

DGX QUEST DIAGNOSTICS INC4.0K shares-5.52%2026-03-312026-05-04

CF CF INDUSTRIES HOLD6.0K shares-4.85%2026-03-312026-05-04

VZ VERIZON COMMUNICATIONS INC15.5K shares-7.26%2026-03-312026-05-04

XEL XCEL ENERGY INC9.7K shares109.69%2026-03-312026-05-04

VTI VANGUARD INDEX FDS2.4K shares20.25%2026-03-312026-05-04

HWM HOWMET AEROSPACE INC3.3K shares-2.66%2026-03-312026-05-04

DLTR DOLLAR TREE INC6.8K shares-13.22%2026-03-312026-05-04

Sponsored

QUAL ISHARES TR3.9K shares-12.73%2026-03-312026-05-04

MSTR STRATEGY INC5.9K shares2.02%2026-03-312026-05-04

DFAE DIMENSIONAL ETF TRUST21.5K shares-5.14%2026-03-312026-05-04

GE AEROSPACE GE AEROSPACE2.6K shares8.39%2026-03-312026-05-04

SPSM SPDR SERIES TRUST14.9K shares-0.41%2026-03-312026-05-04

AMD ADVANCED MICRO DEVICES INC3.4K sharesnew addition2026-03-312026-05-04

EFA ISHARES TR7.2K shares29.64%2026-03-312026-05-04

VO VANGUARD INDEX FDS2.4K shares-24.98%2026-03-312026-05-04

Sponsored

VGSH VANGUARD SCOTTSDALE FDS11.6K shares-21.94%2026-03-312026-05-04

CMCSA COMCAST CORP NEW23.3K shares19.21%2026-03-312026-05-04

BAI BLACKROCK ETF TRUST20.1K shares8.67%2026-03-312026-05-04

MPC MARATHON PETE CORP2.7K shares8.71%2026-03-312026-05-04

BIIB BIOGEN INC3.5K shares-11.90%2026-03-312026-05-04

MPWR MONOLITHIC PWR SYS INC576 shares0.00%2026-03-312026-05-04

CL COLGATE PALMOLIVE CO7.3K shares-16.95%2026-03-312026-05-04

VLO VALERO ENERGY CORP2.5K shares2.13%2026-03-312026-05-04

Sponsored

TRV TRAVELERS COMPANIES INC2.1K shares1.06%2026-03-312026-05-04

SPTS SPDR SERIES TRUST20.9K shares-20.67%2026-03-312026-05-04

DIS DISNEY WALT CO6.3K shares0.35%2026-03-312026-05-04

SCHX SCHWAB STRATEGIC TR23.8K shares-58.14%2026-03-312026-05-04

HOOD ROBINHOOD MKTS INC8.8K shares58.88%2026-03-312026-05-04

ADSK AUTODESK INC2.5K shares29.45%2026-03-312026-05-04

HRL HORMEL FOODS CORP26.6K sharesnew addition2026-03-312026-05-04

TXN TEXAS INSTRS INC3.1K shares-13.16%2026-03-312026-05-04

Sponsored

MCD MCDONALDS CORP1.9K shares-2.36%2026-03-312026-05-04

SPHY SPDR SERIES TRUST25.0K shares-67.50%2026-03-312026-05-04

CVX CHEVRON CORPORATION2.8K shares4.76%2026-03-312026-05-04

TER TERADYNE INC1.9K shares0.21%2026-03-312026-05-04

VTEB VANGUARD MUN BD FDS11.4K shares-10.21%2026-03-312026-05-04

ELV ELEVANCE HEALTH INC FORMERLY1.9K shares18.46%2026-03-312026-05-04

GIS GENERAL MILLS INC15.0K shares11.07%2026-03-312026-05-04

TRMB TRIMBLE INC8.5K shares13.83%2026-03-312026-05-04

Sponsored

DRI DARDEN RESTAURANTS INC2.8K shares-3.49%2026-03-312026-05-04

ED CONSOLIDATED EDISON INC4.9K shares-11.54%2026-03-312026-05-04

KMB KIMBERLY-CLARK CORP5.7K shares25.90%2026-03-312026-05-04

UNH UNITEDHEALTH GROUP INC2.0K shares16.86%2026-03-312026-05-04

NOBL PROSHARES TR5.1K shares6.14%2026-03-312026-05-04

BSX BOSTON SCIENTIFIC CORP8.3K shares-1.65%2026-03-312026-05-04

CDNS CADENCE DESIGN SYSTEM INC1.9K shares9.72%2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS8.1K shares14.46%2026-03-312026-05-04

Sponsored

PKG PACKAGING CORP AMER2.5K shares0.91%2026-03-312026-05-04

AXON AXON ENTERPRISE INC1.2K shares-5.99%2026-03-312026-05-04

XLE SELECT SECTOR SPDR TR8.3K shares-13.30%2026-03-312026-05-04

PM PHILIP MORRIS INTL INC3.0K shares-1.52%2026-03-312026-05-04

JCI JOHNSON CONTROLS INTERNATION3.8K sharesnew addition2026-03-312026-05-04

ALPHABET INC ALPHABET INC1.7K shares21.77%2026-03-312026-05-04

THRO BLACKROCK ETF TRUST13.3K shares-2.62%2026-03-312026-05-04

CME CME GROUP INC1.6K shares1.18%2026-03-312026-05-04

Sponsored

FOX FOX CORP9.0K shares0.93%2026-03-312026-05-04

BUFR FIRST TR EXCHNG TRADED FD VI14.2K shares0.00%2026-03-312026-05-04

FCOM FIDELITY COVINGTON TRUST7.0K shares-18.09%2026-03-312026-05-04

EA SERIES TRUST EA SERIES TRUST14.9K shares-44.28%2026-03-312026-05-04

T AT&T INC15.8K shares10.73%2026-03-312026-05-04

VB VANGUARD INDEX FDS1.8K shares2.40%2026-03-312026-05-04

SHM SPDR SERIES TRUST9.4K shares0.00%2026-03-312026-05-04

TLH ISHARES TR4.3K shares-33.99%2026-03-312026-05-04

Sponsored

EBND SPDR SERIES TRUST21.1K shares-1.69%2026-03-312026-05-04

FE FIRSTENERGY CORP8.5K shares51.28%2026-03-312026-05-04

MTUM ISHARES TR1.8K shares-1.60%2026-03-312026-05-04

ALB ALBEMARLE CORP2.4K sharesnew addition2026-03-312026-05-04

AEP AMERICAN ELEC PWR CO INC3.2K shares-3.40%2026-03-312026-05-04

IAGG ISHARES TR8.4K shares-27.63%2026-03-312026-05-04

CVS CVS HEALTH CORP5.7K sharesnew addition2026-03-312026-05-04

WELL WELLTOWER INC2.1K sharesnew addition2026-03-312026-05-04

Sponsored

UPS UNITED PARCEL SVCS INC4.2K shares4.84%2026-03-312026-05-04

DASH DOORDASH INC2.7K shares9.52%2026-03-312026-05-04

TAXF AMERICAN CENTY ETF TR8.1K shares0.00%2026-03-312026-05-04

SCHF SCHWAB STRATEGIC TR15.7K shares-45.05%2026-03-312026-05-04

SHY ISHARES TR4.6K shares-14.32%2026-03-312026-05-04

XLV SELECT SECTOR SPDR TR2.6K shares-8.41%2026-03-312026-05-04

LOW LOWES COS INC1.6K shares-6.90%2026-03-312026-05-04

IDEF BLACKROCK ETF TRUST11.7K sharesnew addition2026-03-312026-05-04

Sponsored

LMUB ISHARES TR7.4K sharesnew addition2026-03-312026-05-04

TIPX SPDR SERIES TRUST19.2K shares-0.98%2026-03-312026-05-04

BLCR BLACKROCK ETF TRUST9.0K sharesnew addition2026-03-312026-05-04

DFEM DIMENSIONAL ETF TRUST10.5K shares-0.77%2026-03-312026-05-04

GWX SPDR INDEX SHS FDS8.5K shares-0.45%2026-03-312026-05-04

DOW DOW HLDGS INC8.5K shares-35.83%2026-03-312026-05-04

ATO ATMOS ENERGY CORP1.9K sharesnew addition2026-03-312026-05-04

IYR ISHARES TR3.7K shares-67.37%2026-03-312026-05-04

Sponsored

UNP UNION PAC CORP1.4K shares2.65%2026-03-312026-05-04

CAG CONAGRA BRANDS INC21.3K shares-2.66%2026-03-312026-05-04

PNW PINNACLE WEST CAP CORP3.3K shares0.89%2026-03-312026-05-04

ROMO STRATEGY SHS10.4K shares-50.59%2026-03-312026-05-04

VMBS VANGUARD SCOTTSDALE FDS7.0K shares-5.42%2026-03-312026-05-04

WFC WELLS FARGO & CO4.1K shares-0.15%2026-03-312026-05-04

ADI ANALOG DEVICES INC1.0K shares-2.61%2026-03-312026-05-04

JPST J P MORGAN EXCHANGE TRADED F6.3K shares-81.62%2026-03-312026-05-04

Sponsored

DVN DEVON ENERGY CORP NEW6.4K shares-4.68%2026-03-312026-05-04

ENB ENBRIDGE INC5.8K shares0.92%2026-03-312026-05-04

SYY SYSCO CORP4.3K shares0.93%2026-03-312026-05-04

BMY BRISTOL-MYERS SQUIBB CO5.0K shares1.29%2026-03-312026-05-04

IHE ISHARES TR3.5K sharesnew addition2026-03-312026-05-04

NXPI NXP SEMICONDUCTORS N V1.5K shares-35.18%2026-03-312026-05-04

XLI SELECT SECTOR SPDR TR1.8K shares-5.24%2026-03-312026-05-04

GDEC FIRST TR EXCHNG TRADED FD VI7.8K shares0.00%2026-03-312026-05-04

Sponsored

IJH ISHARES TR4.3K shares-6.35%2026-03-312026-05-04

DAL DELTA AIR LINES INC4.3K shares-2.53%2026-03-312026-05-04

BKNG BOOKING HOLDINGS INC68 shares13.33%2026-03-312026-05-04

BIL SPDR SERIES TRUST3.1K shares-12.86%2026-03-312026-05-04

MCHP MICROCHIP TECHNOLOGY INC.4.3K shares-23.20%2026-03-312026-05-04

FELV FIDELITY COVINGTON TRUST8.0K shares0.00%2026-03-312026-05-04

DVA DAVITA INC1.8K shares0.00%2026-03-312026-05-04

IEFA ISHARES TR3.0K shares-2.79%2026-03-312026-05-04

Sponsored

VGT VANGUARD WORLD FD391 sharesnew addition2026-03-312026-05-04

PLTR PALANTIR TECHNOLOGIES INC1.9K shares3.01%2026-03-312026-05-04

SCHW SCHWAB CHARLES CORP2.9K shares-4.78%2026-03-312026-05-04

IGSB ISHARES TR5.1K shares-12.30%2026-03-312026-05-04

RUNN STRATEGIC TRUST8.3K shares0.00%2026-03-312026-05-04

EL LAUDER ESTEE COS INC3.7K sharesnew addition2026-03-312026-05-04

TSM TAIWAN SEMICONDUCTOR MANUFAC769 shares-6.33%2026-03-312026-05-04

BRTR BLACKROCK ETF TRUST II5.2K sharesnew addition2026-03-312026-05-04

Sponsored

QDEC FIRST TR EXCHNG TRADED FD VI8.1K shares0.00%2026-03-312026-05-04

HEI HEICO CORP NEW929 shares0.11%2026-03-312026-05-04

AEE AMEREN CORP2.3K sharesnew addition2026-03-312026-05-04

PZA INVESCO EXCH TRADED FD TR II11.0K sharesnew addition2026-03-312026-05-04

RWO SPDR INDEX SHS FDS5.5K shares-1.60%2026-03-312026-05-04

FENY FIDELITY COVINGTON TRUST7.3K shares-25.44%2026-03-312026-05-04

BINC BLACKROCK ETF TRUST II4.7K sharesnew addition2026-03-312026-05-04

XPH SPDR SERIES TRUST4.5K sharesnew addition2026-03-312026-05-04

Sponsored

SPDN DIREXION SHARES ETF TRUST24.5K shares55.22%2026-03-312026-05-04

TROW PRICE T ROWE GROUP INC2.7K shares1.71%2026-03-312026-05-04

GBTC GRAYSCALE BITCOIN TRUST ETF4.5K shares-18.15%2026-03-312026-05-04

GSK PLC GSK PLC4.3K shares1.43%2026-03-312026-05-04

SRLN SSGA ACTIVE ETF TR5.8K shares-1.39%2026-03-312026-05-04

FAPR FIRST TR EXCHNG TRADED FD VI5.2K shares0.00%2026-03-312026-05-04

MOAT VANECK ETF TRUST2.4K shares-2.57%2026-03-312026-05-04

SPTL SPDR SERIES TRUST8.7K shares9.16%2026-03-312026-05-04

Sponsored

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.1K shares-1.84%2026-03-312026-05-04

FLTR VANECK ETF TRUST8.6K sharesnew addition2026-03-312026-05-04

LQDH ISHARES U S ETF TR2.3K sharesnew addition2026-03-312026-05-04

EMHC SPDR SERIES TRUST8.6K shares-0.73%2026-03-312026-05-04

CVNA CARVANA CO672 shares0.00%2026-03-312026-05-04

TOTL SSGA ACTIVE ETF TR5.3K shares-85.48%2026-03-312026-05-04

BBY BEST BUY INC3.3K shares-2.18%2026-03-312026-05-04

NRG NRG ENERGY INC1.4K shares0.00%2026-03-312026-05-04

Sponsored

XLP SELECT SECTOR SPDR TR2.5K shares-25.76%2026-03-312026-05-04

VBR VANGUARD INDEX FDS952 shares-6.85%2026-03-312026-05-04

BAC BANK AMERICA CORP4.2K shares-9.00%2026-03-312026-05-04

BDX BECTON DICKINSON & CO1.3K shares24.02%2026-03-312026-05-04

HST HOST HOTELS & RESORTS INC10.6K sharesnew addition2026-03-312026-05-04

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD11.4K shares-19.10%2026-03-312026-05-04

DNP DNP SELECT INCOME FD INC15.5K shares1.95%2026-03-312026-05-04

LYG LLOYDS BANKING GROUP PLC24.9K shares2.60%2026-03-312026-05-04

Sponsored

SPDW

SPDR INDEX SHS FDS

2.03%

Shares1.2M

Event2026-03-31

Filed2026-05-04

GOVT

ISHARES TR

2.11%

Shares1.1M

Event2026-03-31

Filed2026-05-04

LQD

ISHARES TR

0.95%

Shares187.0K

Event2026-03-31

Filed2026-05-04

ISHARES GOLD TR

-8.67%

Shares208.5K

Event2026-03-31

Filed2026-05-04

BNDX

VANGUARD CHARLOTTE FDS

3.10%

Shares370.2K

Event2026-03-31

Filed2026-05-04

MBB

ISHARES TR

-0.89%

Shares186.4K

Event2026-03-31

Filed2026-05-04

VTIP

VANGUARD MALVERN FDS

-0.10%

Shares308.9K

Event2026-03-31

Filed2026-05-04

GLD

SPDR GOLD TR

23.88%

Shares32.8K

Event2026-03-31

Filed2026-05-04

FTEC

FIDELITY COVINGTON TRUST

9.79%

Shares56.8K

Event2026-03-31

Filed2026-05-04

DELL

DELL TECHNOLOGIES INC

21.97%

Shares66.9K

Event2026-03-31

Filed2026-05-04

GSG

ISHARES S&P GSCI COMMODITY-

New

Shares338.0K

Event2026-03-31

Filed2026-05-04

SEAGATE TECHNOLOGY HLDNGS PL

-22.97%

Shares27.7K

Event2026-03-31

Filed2026-05-04

GILD

GILEAD SCIENCES INC

4.93%

Shares74.3K

Event2026-03-31

Filed2026-05-04

FIDU

FIDELITY COVINGTON TRUST

0.34%

Shares112.3K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

8.73%

Shares36.6K

Event2026-03-31

Filed2026-05-04

ALTRIA GROUP INC

-1.90%

Shares137.8K

Event2026-03-31

Filed2026-05-04

JNJ

JOHNSON & JOHNSON

1.43%

Shares36.9K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

27.24%

Shares23.7K

Event2026-03-31

Filed2026-05-04

ABBV

ABBVIE INC

6.54%

Shares39.7K

Event2026-03-31

Filed2026-05-04

JBL

JABIL INC

-8.41%

Shares32.4K

Event2026-03-31

Filed2026-05-04

MERCK & CO INC

-4.28%

Shares67.5K

Event2026-03-31

Filed2026-05-04

PCAR

PACCAR INC

-8.13%

Shares69.3K

Event2026-03-31

Filed2026-05-04

SOUTHERN CO

19.86%

Shares82.3K

Event2026-03-31

Filed2026-05-04

GLW

CORNING INC

-3.29%

Shares58.4K

Event2026-03-31

Filed2026-05-04

IBIT

ISHARES BITCOIN TRUST ETF

23.04%

Shares204.6K

Event2026-03-31

Filed2026-05-04

PFE

PFIZER INC

-3.76%

Shares277.5K

Event2026-03-31

Filed2026-05-04

ORCL

ORACLE CORP

72.61%

Shares52.2K

Event2026-03-31

Filed2026-05-04

OUNZ

VANECK MERK GOLD ETF

-10.45%

Shares166.1K

Event2026-03-31

Filed2026-05-04

CSCO

CISCO SYS INC

-3.77%

Shares96.2K

Event2026-03-31

Filed2026-05-04

HPE

HEWLETT PACKARD ENTERPRISE C

25.29%

Shares311.4K

Event2026-03-31

Filed2026-05-04

SPY

STATE STR SPDR S&P 500 ETF T

1.34%

Shares10.8K

Event2026-03-31

Filed2026-05-04

EBAY

EBAY INC.

13.53%

Shares77.0K

Event2026-03-31

Filed2026-05-04

CAT

CATERPILLAR INC

-11.28%

Shares9.5K

Event2026-03-31

Filed2026-05-04

FHLC

FIDELITY COVINGTON TRUST

-15.61%

Shares93.4K

Event2026-03-31

Filed2026-05-04

HIG

HARTFORD INSURANCE GROUP INC

40.45%

Shares47.8K

Event2026-03-31

Filed2026-05-04

QCOM

QUALCOMM INC

18.42%

Shares50.0K

Event2026-03-31

Filed2026-05-04

CLX

CLOROX CO DEL

13.93%

Shares61.2K

Event2026-03-31

Filed2026-05-04

CMI

CUMMINS INC

-1.03%

Shares11.8K

Event2026-03-31

Filed2026-05-04

IBM

INTERNATIONAL BUSINESS MACHS

4.00%

Shares25.9K

Event2026-03-31

Filed2026-05-04

LINDE PLC

10.26%

Shares12.4K

Event2026-03-31

Filed2026-05-04

KEYS

KEYSIGHT TECHNOLOGIES INC

-3.43%

Shares21.7K

Event2026-03-31

Filed2026-05-04

CPB

THE CAMPBELLS COMPANY

15.79%

Shares273.7K

Event2026-03-31

Filed2026-05-04

DEERE & CO

-11.82%

Shares10.7K

Event2026-03-31

Filed2026-05-04

KROGER CO

526.11%

Shares82.4K

Event2026-03-31

Filed2026-05-04

GRMN

GARMIN LTD

16.67%

Shares25.5K

Event2026-03-31

Filed2026-05-04

IVV

ISHARES TR

-22.47%

Shares8.9K

Event2026-03-31

Filed2026-05-04

FFIV

F5 INC

32.37%

Shares19.7K

Event2026-03-31

Filed2026-05-04

RSG

REPUBLIC SVCS INC

-6.10%

Shares25.9K

Event2026-03-31

Filed2026-05-04

WAB

WABTEC

-12.87%

Shares22.2K

Event2026-03-31

Filed2026-05-04

MUB

ISHARES TR

5.43%

Shares50.6K

Event2026-03-31

Filed2026-05-04

RTX

RTX CORPORATION

257.79%

Shares27.6K

Event2026-03-31

Filed2026-05-04

SPAB

SPDR SERIES TRUST

-0.42%

Shares204.9K

Event2026-03-31

Filed2026-05-04

ITW

ILLINOIS TOOL WKS INC

-11.31%

Shares20.0K

Event2026-03-31

Filed2026-05-04

NTAP

NETAPP INC

24.43%

Shares50.7K

Event2026-03-31

Filed2026-05-04

HON

HONEYWELL INTL INC

9.85%

Shares22.1K

Event2026-03-31

Filed2026-05-04

LOEWS CORP

New

Shares44.9K

Event2026-03-31

Filed2026-05-04

EVRG

EVERGY INC

7.79%

Shares58.2K

Event2026-03-31

Filed2026-05-04

HP INC

50.15%

Shares248.0K

Event2026-03-31

Filed2026-05-04

SPYM

SPDR SERIES TRUST

-6.82%

Shares59.4K

Event2026-03-31

Filed2026-05-04

GEN DIGITAL INC

16.33%

Shares234.3K

Event2026-03-31

Filed2026-05-04

MEDTRONIC PLC

8.36%

Shares50.6K

Event2026-03-31

Filed2026-05-04

VISA INC

294.04%

Shares14.4K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

-0.76%

Shares20.8K

Event2026-03-31

Filed2026-05-04

BOXX

EA SERIES TRUST

-4.47%

Shares36.3K

Event2026-03-31

Filed2026-05-04

ABT

ABBOTT LABORATORIES

41.26%

Shares40.5K

Event2026-03-31

Filed2026-05-04

PNR

PENTAIR PLC

17.39%

Shares46.1K

Event2026-03-31

Filed2026-05-04

OTIS

OTIS WORLDWIDE CORP

3.10%

Shares51.4K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

-3.32%

Shares22.2K

Event2026-03-31

Filed2026-05-04

AMCOR PLC

New

Shares96.8K

Event2026-03-31

Filed2026-05-04

TJX

TJX COS INC NEW

400.99%

Shares23.7K

Event2026-03-31

Filed2026-05-04

ADP

AUTOMATIC DATA PROCESSING IN

26.45%

Shares17.6K

Event2026-03-31

Filed2026-05-04

FSTA

FIDELITY COVINGTON TRUST

-14.34%

Shares67.5K

Event2026-03-31

Filed2026-05-04

PDBC

INVESCO ACTVELY MNGD ETC FD

-0.46%

Shares203.8K

Event2026-03-31

Filed2026-05-04

IWM

ISHARES TR

19.47%

Shares13.4K

Event2026-03-31

Filed2026-05-04

VTRS

VIATRIS INC

-66.82%

Shares225.2K

Event2026-03-31

Filed2026-05-04

EEM

ISHARES TR

30.45%

Shares51.8K

Event2026-03-31

Filed2026-05-04

VGK

VANGUARD INTL EQUITY INDEX F

-39.13%

Shares35.6K

Event2026-03-31

Filed2026-05-04

VRSN

VERISIGN INC

New

Shares11.1K

Event2026-03-31

Filed2026-05-04

LYB

LYONDELLBASELL INDUSTRIES NV

-68.01%

Shares34.0K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

-18.11%

Shares9.0K

Event2026-03-31

Filed2026-05-04

EWJ

ISHARES INC

34.51%

Shares31.4K

Event2026-03-31

Filed2026-05-04

SCHO

SCHWAB STRATEGIC TR

-11.01%

Shares107.3K

Event2026-03-31

Filed2026-05-04

MSI

MOTOROLA SOLUTIONS INC

-48.62%

Shares6.0K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

62.55%

Shares8.9K

Event2026-03-31

Filed2026-05-04

IEF

ISHARES TR

-20.74%

Shares26.1K

Event2026-03-31

Filed2026-05-04

FUTY

FIDELITY COVINGTON TRUST

7.31%

Shares40.7K

Event2026-03-31

Filed2026-05-04

FDIS

FIDELITY COVINGTON TRUST

20.99%

Shares24.3K

Event2026-03-31

Filed2026-05-04

FMAT

FIDELITY COVINGTON TRUST

-13.17%

Shares38.6K

Event2026-03-31

Filed2026-05-04

WMT

WALMART INC

-25.05%

Shares17.6K

Event2026-03-31

Filed2026-05-04

FNCL

FIDELITY COVINGTON TRUST

9.93%

Shares29.0K

Event2026-03-31

Filed2026-05-04

XOM

EXXON MOBIL CORP

2.04%

Shares11.2K

Event2026-03-31

Filed2026-05-04

GDDY

GODADDY INC

-55.99%

Shares22.8K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

1.55%

Shares3.1K

Event2026-03-31

Filed2026-05-04

TSLA

TESLA INC

22.42%

Shares4.9K

Event2026-03-31

Filed2026-05-04

LLY

ELI LILLY & CO

-8.45%

Shares1.9K

Event2026-03-31

Filed2026-05-04

SPYV

SPDR SERIES TRUST

-3.66%

Shares30.5K

Event2026-03-31

Filed2026-05-04

AMAT

APPLIED MATLS INC

18.83%

Shares5.0K

Event2026-03-31

Filed2026-05-04

VTV

VANGUARD INDEX FDS

-12.79%

Shares8.6K

Event2026-03-31

Filed2026-05-04

SPSB

SPDR SERIES TRUST

-0.27%

Shares52.6K

Event2026-03-31

Filed2026-05-04

SPYG

SPDR SERIES TRUST

-9.91%

Shares16.0K

Event2026-03-31

Filed2026-05-04

META

META PLATFORMS INC

0.37%

Shares2.7K

Event2026-03-31

Filed2026-05-04

CARR

CARRIER GLOBAL CORPORATION

-64.15%

Shares27.6K

Event2026-03-31

Filed2026-05-04

NFLX

NETFLIX INC.

50.14%

Shares15.8K

Event2026-03-31

Filed2026-05-04

CTVA

CORTEVA INC

-2.37%

Shares18.0K

Event2026-03-31

Filed2026-05-04

EATON CORP PLC

-57.28%

Shares4.2K

Event2026-03-31

Filed2026-05-04

DFAC

DIMENSIONAL ETF TRUST

0.27%

Shares37.8K

Event2026-03-31

Filed2026-05-04

GEV

GE VERNOVA INC

-4.00%

Shares1.6K

Event2026-03-31

Filed2026-05-04

VUG

VANGUARD INDEX FDS

-15.55%

Shares3.1K

Event2026-03-31

Filed2026-05-04

DYNF

BLACKROCK ETF TRUST

-6.10%

Shares23.4K

Event2026-03-31

Filed2026-05-04

IVW

ISHARES TR

2.75%

Shares12.0K

Event2026-03-31

Filed2026-05-04

VRTX

VERTEX PHARMACEUTICALS INC

3.39%

Shares3.0K

Event2026-03-31

Filed2026-05-04

EFV

ISHARES TR

-7.83%

Shares18.0K

Event2026-03-31

Filed2026-05-04

ISRG

INTUITIVE SURGICAL INC

-1.10%

Shares2.9K

Event2026-03-31

Filed2026-05-04

SPEM

SPDR INDEX SHS FDS

-6.23%

Shares28.3K

Event2026-03-31

Filed2026-05-04

SPTM

SPDR SERIES TRUST

10.31%

Shares16.4K

Event2026-03-31

Filed2026-05-04

BROADCOM INC

-6.67%

Shares4.0K

Event2026-03-31

Filed2026-05-04

IVE

ISHARES TR

-7.54%

Shares5.8K

Event2026-03-31

Filed2026-05-04

IEMG

ISHARES INC

-14.22%

Shares16.2K

Event2026-03-31

Filed2026-05-04

KLAC

KLA CORP

-24.27%

Shares755

Event2026-03-31

Filed2026-05-04

AXP

AMERICAN EXPRESS CO

39.48%

Shares3.6K

Event2026-03-31

Filed2026-05-04

HOME DEPOT INC

-0.87%

Shares3.3K

Event2026-03-31

Filed2026-05-04

JPM

JPMORGAN CHASE & CO

0.79%

Shares3.7K

Event2026-03-31

Filed2026-05-04

SPMD

SPDR SERIES TRUST

-0.47%

Shares18.3K

Event2026-03-31

Filed2026-05-04

UBER

UBER TECHNOLOGIES INC

8.62%

Shares14.6K

Event2026-03-31

Filed2026-05-04

ELECTRONIC ARTS INC

New

Shares5.1K

Event2026-03-31

Filed2026-05-04

COCA COLA CO

-1.14%

Shares13.5K

Event2026-03-31

Filed2026-05-04

PEP

PEPSICO INC

8.31%

Shares6.4K

Event2026-03-31

Filed2026-05-04

PROCTER & GAMBLE CO

2.32%

Shares6.8K

Event2026-03-31

Filed2026-05-04

BOEING CO

139.93%

Shares4.9K

Event2026-03-31

Filed2026-05-04

MICRON TECHNOLOGY INC

-43.47%

Shares2.9K

Event2026-03-31

Filed2026-05-04

INCY

INCYTE CORP

21.58%

Shares10.1K

Event2026-03-31

Filed2026-05-04

ETFS GOLD TR

-63.59%

Shares21.2K

Event2026-03-31

Filed2026-05-04

IUSB

ISHARES TR

3.70%

Shares20.2K

Event2026-03-31

Filed2026-05-04

COST

COSTCO WHOLESALE CORPORATION

0.76%

Shares931

Event2026-03-31

Filed2026-05-04

EFG

ISHARES TR

156.81%

Shares8.3K

Event2026-03-31

Filed2026-05-04

INVESCO QQQ TR

-76.30%

Shares1.6K

Event2026-03-31

Filed2026-05-04

SPTI

SPDR SERIES TRUST

8.52%

Shares31.5K

Event2026-03-31

Filed2026-05-04

LMT

LOCKHEED MARTIN CORP

-2.31%

Shares1.5K

Event2026-03-31

Filed2026-05-04

AGG

ISHARES TR

-20.31%

Shares8.5K

Event2026-03-31

Filed2026-05-04

AMGN

AMGEN INC

-1.62%

Shares2.4K

Event2026-03-31

Filed2026-05-04

APP

APPLOVIN CORP

42.32%

Shares2.1K

Event2026-03-31

Filed2026-05-04

CRWD

CROWDSTRIKE HLDGS INC

-3.27%

Shares2.1K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

2.36%

Shares1.7K

Event2026-03-31

Filed2026-05-04

BND

VANGUARD BD INDEX FDS

9.64%

Shares11.0K

Event2026-03-31

Filed2026-05-04

EVEREST GROUP LTD

3.45%

Shares2.5K

Event2026-03-31

Filed2026-05-04

DGX

QUEST DIAGNOSTICS INC

-5.52%

Shares4.0K

Event2026-03-31

Filed2026-05-04

CF INDUSTRIES HOLD

-4.85%

Shares6.0K

Event2026-03-31

Filed2026-05-04

VERIZON COMMUNICATIONS INC

-7.26%

Shares15.5K

Event2026-03-31

Filed2026-05-04

XEL

XCEL ENERGY INC

109.69%

Shares9.7K

Event2026-03-31

Filed2026-05-04

VTI

VANGUARD INDEX FDS

20.25%

Shares2.4K

Event2026-03-31

Filed2026-05-04

HWM

HOWMET AEROSPACE INC

-2.66%

Shares3.3K

Event2026-03-31

Filed2026-05-04

DLTR

DOLLAR TREE INC

-13.22%

Shares6.8K

Event2026-03-31

Filed2026-05-04

QUAL

ISHARES TR

-12.73%

Shares3.9K

Event2026-03-31

Filed2026-05-04

MSTR

STRATEGY INC

2.02%

Shares5.9K

Event2026-03-31

Filed2026-05-04

DFAE

DIMENSIONAL ETF TRUST

-5.14%

Shares21.5K

Event2026-03-31

Filed2026-05-04

GE AEROSPACE

8.39%

Shares2.6K

Event2026-03-31

Filed2026-05-04

SPSM

SPDR SERIES TRUST

-0.41%

Shares14.9K

Event2026-03-31

Filed2026-05-04

AMD

ADVANCED MICRO DEVICES INC

New

Shares3.4K

Event2026-03-31

Filed2026-05-04

EFA

ISHARES TR

29.64%

Shares7.2K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

-24.98%

Shares2.4K

Event2026-03-31

Filed2026-05-04

VGSH

VANGUARD SCOTTSDALE FDS

-21.94%

Shares11.6K

Event2026-03-31

Filed2026-05-04

CMCSA

COMCAST CORP NEW

19.21%

Shares23.3K

Event2026-03-31

Filed2026-05-04

BAI

BLACKROCK ETF TRUST

8.67%

Shares20.1K

Event2026-03-31

Filed2026-05-04

MPC

MARATHON PETE CORP

8.71%

Shares2.7K

Event2026-03-31

Filed2026-05-04

BIIB

BIOGEN INC

-11.90%

Shares3.5K

Event2026-03-31

Filed2026-05-04

MPWR

MONOLITHIC PWR SYS INC

0.00%

Shares576

Event2026-03-31

Filed2026-05-04

COLGATE PALMOLIVE CO

-16.95%

Shares7.3K

Event2026-03-31

Filed2026-05-04

VLO

VALERO ENERGY CORP

2.13%

Shares2.5K

Event2026-03-31

Filed2026-05-04

TRV

TRAVELERS COMPANIES INC

1.06%

Shares2.1K

Event2026-03-31

Filed2026-05-04

SPTS

SPDR SERIES TRUST

-20.67%

Shares20.9K

Event2026-03-31

Filed2026-05-04

DIS

DISNEY WALT CO

0.35%

Shares6.3K

Event2026-03-31

Filed2026-05-04

SCHX

SCHWAB STRATEGIC TR

-58.14%

Shares23.8K

Event2026-03-31

Filed2026-05-04

HOOD

ROBINHOOD MKTS INC

58.88%

Shares8.8K

Event2026-03-31

Filed2026-05-04

ADSK

AUTODESK INC

29.45%

Shares2.5K

Event2026-03-31

Filed2026-05-04

HRL

HORMEL FOODS CORP

New

Shares26.6K

Event2026-03-31

Filed2026-05-04

TXN

TEXAS INSTRS INC

-13.16%

Shares3.1K

Event2026-03-31

Filed2026-05-04

MCD

MCDONALDS CORP

-2.36%

Shares1.9K

Event2026-03-31

Filed2026-05-04

SPHY

SPDR SERIES TRUST

-67.50%

Shares25.0K

Event2026-03-31

Filed2026-05-04

CVX

CHEVRON CORPORATION

4.76%

Shares2.8K

Event2026-03-31

Filed2026-05-04

TER

TERADYNE INC

0.21%

Shares1.9K

Event2026-03-31

Filed2026-05-04

VTEB

VANGUARD MUN BD FDS

-10.21%

Shares11.4K

Event2026-03-31

Filed2026-05-04

ELV

ELEVANCE HEALTH INC FORMERLY

18.46%

Shares1.9K

Event2026-03-31

Filed2026-05-04

GIS

GENERAL MILLS INC

11.07%

Shares15.0K

Event2026-03-31

Filed2026-05-04

TRMB

TRIMBLE INC

13.83%

Shares8.5K

Event2026-03-31

Filed2026-05-04

DRI

DARDEN RESTAURANTS INC

-3.49%

Shares2.8K

Event2026-03-31

Filed2026-05-04

CONSOLIDATED EDISON INC

-11.54%

Shares4.9K

Event2026-03-31

Filed2026-05-04

KMB

KIMBERLY-CLARK CORP

25.90%

Shares5.7K

Event2026-03-31

Filed2026-05-04

UNH

UNITEDHEALTH GROUP INC

16.86%

Shares2.0K

Event2026-03-31

Filed2026-05-04

NOBL

PROSHARES TR

6.14%

Shares5.1K

Event2026-03-31

Filed2026-05-04

BSX

BOSTON SCIENTIFIC CORP

-1.65%

Shares8.3K

Event2026-03-31

Filed2026-05-04

CDNS

CADENCE DESIGN SYSTEM INC

9.72%

Shares1.9K

Event2026-03-31

Filed2026-05-04

VEA

VANGUARD TAX-MANAGED FDS

14.46%

Shares8.1K

Event2026-03-31

Filed2026-05-04

PKG

PACKAGING CORP AMER

0.91%

Shares2.5K

Event2026-03-31

Filed2026-05-04

AXON

AXON ENTERPRISE INC

-5.99%

Shares1.2K

Event2026-03-31

Filed2026-05-04

XLE

SELECT SECTOR SPDR TR

-13.30%

Shares8.3K

Event2026-03-31

Filed2026-05-04

PHILIP MORRIS INTL INC

-1.52%

Shares3.0K

Event2026-03-31

Filed2026-05-04

JCI

JOHNSON CONTROLS INTERNATION

New

Shares3.8K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

21.77%

Shares1.7K

Event2026-03-31

Filed2026-05-04

THRO

BLACKROCK ETF TRUST

-2.62%

Shares13.3K

Event2026-03-31

Filed2026-05-04

CME

CME GROUP INC

1.18%

Shares1.6K

Event2026-03-31

Filed2026-05-04

FOX

FOX CORP

0.93%

Shares9.0K

Event2026-03-31

Filed2026-05-04

BUFR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares14.2K

Event2026-03-31

Filed2026-05-04

FCOM

FIDELITY COVINGTON TRUST

-18.09%

Shares7.0K

Event2026-03-31

Filed2026-05-04

EA SERIES TRUST

-44.28%

Shares14.9K

Event2026-03-31

Filed2026-05-04

AT&T INC

10.73%

Shares15.8K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

2.40%

Shares1.8K

Event2026-03-31

Filed2026-05-04

SHM

SPDR SERIES TRUST

0.00%

Shares9.4K

Event2026-03-31

Filed2026-05-04

TLH

ISHARES TR

-33.99%

Shares4.3K

Event2026-03-31

Filed2026-05-04

EBND

SPDR SERIES TRUST

-1.69%

Shares21.1K

Event2026-03-31

Filed2026-05-04

FIRSTENERGY CORP

51.28%

Shares8.5K

Event2026-03-31

Filed2026-05-04

MTUM

ISHARES TR

-1.60%

Shares1.8K

Event2026-03-31

Filed2026-05-04

ALB

ALBEMARLE CORP

New

Shares2.4K

Event2026-03-31

Filed2026-05-04

AEP

AMERICAN ELEC PWR CO INC

-3.40%

Shares3.2K

Event2026-03-31

Filed2026-05-04

IAGG

ISHARES TR

-27.63%

Shares8.4K

Event2026-03-31

Filed2026-05-04

CVS

CVS HEALTH CORP

New

Shares5.7K

Event2026-03-31

Filed2026-05-04

WELL

WELLTOWER INC

New

Shares2.1K

Event2026-03-31

Filed2026-05-04

UPS

UNITED PARCEL SVCS INC

4.84%

Shares4.2K

Event2026-03-31

Filed2026-05-04

DASH

DOORDASH INC

9.52%

Shares2.7K

Event2026-03-31

Filed2026-05-04

TAXF

AMERICAN CENTY ETF TR

0.00%

Shares8.1K

Event2026-03-31

Filed2026-05-04

SCHF

SCHWAB STRATEGIC TR

-45.05%

Shares15.7K

Event2026-03-31

Filed2026-05-04

SHY

ISHARES TR

-14.32%

Shares4.6K

Event2026-03-31

Filed2026-05-04

XLV

SELECT SECTOR SPDR TR

-8.41%

Shares2.6K

Event2026-03-31

Filed2026-05-04

LOW

LOWES COS INC

-6.90%

Shares1.6K

Event2026-03-31

Filed2026-05-04

IDEF

BLACKROCK ETF TRUST

New

Shares11.7K

Event2026-03-31

Filed2026-05-04

LMUB

ISHARES TR

New

Shares7.4K

Event2026-03-31

Filed2026-05-04

TIPX

SPDR SERIES TRUST

-0.98%

Shares19.2K

Event2026-03-31

Filed2026-05-04

BLCR

BLACKROCK ETF TRUST

New

Shares9.0K

Event2026-03-31

Filed2026-05-04

DFEM

DIMENSIONAL ETF TRUST

-0.77%

Shares10.5K

Event2026-03-31

Filed2026-05-04

GWX

SPDR INDEX SHS FDS

-0.45%

Shares8.5K

Event2026-03-31

Filed2026-05-04

DOW

DOW HLDGS INC

-35.83%

Shares8.5K

Event2026-03-31

Filed2026-05-04

ATO

ATMOS ENERGY CORP

New

Shares1.9K

Event2026-03-31

Filed2026-05-04

IYR

ISHARES TR

-67.37%

Shares3.7K

Event2026-03-31

Filed2026-05-04

UNP

UNION PAC CORP

2.65%

Shares1.4K

Event2026-03-31

Filed2026-05-04

CAG

CONAGRA BRANDS INC

-2.66%

Shares21.3K

Event2026-03-31

Filed2026-05-04

PNW

PINNACLE WEST CAP CORP

0.89%

Shares3.3K

Event2026-03-31

Filed2026-05-04

ROMO

STRATEGY SHS

-50.59%

Shares10.4K

Event2026-03-31

Filed2026-05-04

VMBS

VANGUARD SCOTTSDALE FDS

-5.42%

Shares7.0K

Event2026-03-31

Filed2026-05-04

WFC

WELLS FARGO & CO

-0.15%

Shares4.1K

Event2026-03-31

Filed2026-05-04

ADI

ANALOG DEVICES INC

-2.61%

Shares1.0K

Event2026-03-31

Filed2026-05-04

JPST

J P MORGAN EXCHANGE TRADED F

-81.62%

Shares6.3K

Event2026-03-31

Filed2026-05-04

DVN

DEVON ENERGY CORP NEW

-4.68%

Shares6.4K

Event2026-03-31

Filed2026-05-04

ENB

ENBRIDGE INC

0.92%

Shares5.8K

Event2026-03-31

Filed2026-05-04

SYY

SYSCO CORP

0.93%

Shares4.3K

Event2026-03-31

Filed2026-05-04

BMY

BRISTOL-MYERS SQUIBB CO

1.29%

Shares5.0K

Event2026-03-31

Filed2026-05-04

IHE

ISHARES TR

New

Shares3.5K

Event2026-03-31

Filed2026-05-04

NXPI

NXP SEMICONDUCTORS N V

-35.18%

Shares1.5K

Event2026-03-31

Filed2026-05-04

XLI

SELECT SECTOR SPDR TR

-5.24%

Shares1.8K

Event2026-03-31

Filed2026-05-04

GDEC

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares7.8K

Event2026-03-31

Filed2026-05-04

IJH

ISHARES TR

-6.35%

Shares4.3K

Event2026-03-31

Filed2026-05-04

DAL

DELTA AIR LINES INC

-2.53%

Shares4.3K

Event2026-03-31

Filed2026-05-04

BKNG

BOOKING HOLDINGS INC

13.33%

Shares68

Event2026-03-31

Filed2026-05-04

BIL

SPDR SERIES TRUST

-12.86%

Shares3.1K

Event2026-03-31

Filed2026-05-04

MCHP

MICROCHIP TECHNOLOGY INC.

-23.20%

Shares4.3K

Event2026-03-31

Filed2026-05-04

FELV

FIDELITY COVINGTON TRUST

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-04

DVA

DAVITA INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-04

IEFA

ISHARES TR

-2.79%

Shares3.0K

Event2026-03-31

Filed2026-05-04

VGT

VANGUARD WORLD FD

New

Shares391

Event2026-03-31

Filed2026-05-04

PLTR

PALANTIR TECHNOLOGIES INC

3.01%

Shares1.9K

Event2026-03-31

Filed2026-05-04

SCHW

SCHWAB CHARLES CORP

-4.78%

Shares2.9K

Event2026-03-31

Filed2026-05-04

IGSB

ISHARES TR

-12.30%

Shares5.1K

Event2026-03-31

Filed2026-05-04

RUNN

STRATEGIC TRUST

0.00%

Shares8.3K

Event2026-03-31

Filed2026-05-04

LAUDER ESTEE COS INC

New

Shares3.7K

Event2026-03-31

Filed2026-05-04

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-6.33%

Shares769

Event2026-03-31

Filed2026-05-04

BRTR

BLACKROCK ETF TRUST II

New

Shares5.2K

Event2026-03-31

Filed2026-05-04

QDEC

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares8.1K

Event2026-03-31

Filed2026-05-04

HEI

HEICO CORP NEW

0.11%

Shares929

Event2026-03-31

Filed2026-05-04

AEE

AMEREN CORP

New

Shares2.3K

Event2026-03-31

Filed2026-05-04

PZA

INVESCO EXCH TRADED FD TR II

New

Shares11.0K

Event2026-03-31

Filed2026-05-04

RWO

SPDR INDEX SHS FDS

-1.60%

Shares5.5K

Event2026-03-31

Filed2026-05-04

FENY

FIDELITY COVINGTON TRUST

-25.44%

Shares7.3K

Event2026-03-31

Filed2026-05-04

BINC

BLACKROCK ETF TRUST II

New

Shares4.7K

Event2026-03-31

Filed2026-05-04

XPH

SPDR SERIES TRUST

New

Shares4.5K

Event2026-03-31

Filed2026-05-04

SPDN

DIREXION SHARES ETF TRUST

55.22%

Shares24.5K

Event2026-03-31

Filed2026-05-04

TROW

PRICE T ROWE GROUP INC

1.71%

Shares2.7K

Event2026-03-31

Filed2026-05-04

GBTC

GRAYSCALE BITCOIN TRUST ETF

-18.15%

Shares4.5K

Event2026-03-31

Filed2026-05-04

GSK PLC

1.43%

Shares4.3K

Event2026-03-31

Filed2026-05-04

SRLN

SSGA ACTIVE ETF TR

-1.39%

Shares5.8K

Event2026-03-31

Filed2026-05-04

FAPR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-04

MOAT

VANECK ETF TRUST

-2.57%

Shares2.4K

Event2026-03-31

Filed2026-05-04

SPTL

SPDR SERIES TRUST

9.16%

Shares8.7K

Event2026-03-31

Filed2026-05-04

TE CONNECTIVITY PLC

-1.84%

Shares1.1K

Event2026-03-31

Filed2026-05-04

FLTR

VANECK ETF TRUST

New

Shares8.6K

Event2026-03-31

Filed2026-05-04

LQDH

ISHARES U S ETF TR

New

Shares2.3K

Event2026-03-31

Filed2026-05-04

EMHC

SPDR SERIES TRUST

-0.73%

Shares8.6K

Event2026-03-31

Filed2026-05-04

CVNA

CARVANA CO

0.00%

Shares672

Event2026-03-31

Filed2026-05-04

TOTL

SSGA ACTIVE ETF TR

-85.48%

Shares5.3K

Event2026-03-31

Filed2026-05-04

BBY

BEST BUY INC

-2.18%

Shares3.3K

Event2026-03-31

Filed2026-05-04

NRG

NRG ENERGY INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-04

XLP

SELECT SECTOR SPDR TR

-25.76%

Shares2.5K

Event2026-03-31

Filed2026-05-04

VBR

VANGUARD INDEX FDS

-6.85%

Shares952

Event2026-03-31

Filed2026-05-04

BAC

BANK AMERICA CORP

-9.00%

Shares4.2K

Event2026-03-31

Filed2026-05-04

BDX

BECTON DICKINSON & CO

24.02%

Shares1.3K

Event2026-03-31

Filed2026-05-04

HST

HOST HOTELS & RESORTS INC

New

Shares10.6K

Event2026-03-31

Filed2026-05-04

BLUEROCK PVT REAL ESTATE FD

-19.10%

Shares11.4K

Event2026-03-31

Filed2026-05-04

DNP

DNP SELECT INCOME FD INC

1.95%

Shares15.5K

Event2026-03-31

Filed2026-05-04

LYG

LLOYDS BANKING GROUP PLC

2.60%

Shares24.9K

Event2026-03-31

Filed2026-05-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

AMAZON COM INC Put PutAMAZON COM INC130 sharesnew addition2026-03-312026-05-04

AMAZON COM INC Put

AMAZON COM INC

New

Shares130

Event2026-03-31

Filed2026-05-04