Sponsored

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

Currently, LVW Advisors, LLC holds 435 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in SPYM (+724.1K shares, valued at $55.4M), VWO (+127.0K shares, valued at $6.9M), WDC (+9.6K shares, valued at $2.6M); decreased their positions in SCHD (-880.7K shares, valued at $27.0M), SCHG (-365.7K shares, valued at $10.7M), VONG (-92.9K shares, valued at $10.2M); initiated new positions in WDC (+9.6K shares, valued at $2.6M), DVN (+29.1K shares, valued at $1.5M), N/A (+3.3K shares, valued at $1.3M).

1M P&L

+33.0M+3.25%

3M P&L

-68.3M-6.12%

HY P&L

-19.1M-1.79%

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/A614.1M

64.4%

2Consumer Electronics36.0M

3.8%

3Semiconductors32.0M

3.4%

Top Industries by Stock Count

1N/A78 stocks

19.7%

2Banks - Regional15 stocks

3.8%

3Software - Application14 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST1.2M shares166.70%2026-03-312026-04-20

VEA VANGUARD TAX-MANAGED FDS1.2M shares-6.37%2026-03-312026-04-20

SCHO SCHWAB STRATEGIC TR2.1M shares1.97%2026-03-312026-04-20

STIP ISHARES TR418.6K shares2.50%2026-03-312026-04-20

SCHD SCHWAB STRATEGIC TR1.3M shares-39.51%2026-03-312026-04-20

BIV VANGUARD BD INDEX FDS465.1K shares3.55%2026-03-312026-04-20

AAPL APPLE INC139.6K shares-0.76%2026-03-312026-04-20

VONG VANGUARD SCOTTSDALE FDS319.7K shares-22.53%2026-03-312026-04-20

Sponsored

CGGO CAPITAL GROUP GBL GROWTH EQT1.0M shares-2.20%2026-03-312026-04-20

TAFM AB ACTIVE ETFS INC977.2K shares-2.85%2026-03-312026-04-20

CGIE CAPITAL GROUP INTERNATIONAL728.1K shares-5.07%2026-03-312026-04-20

SUB ISHARES TR230.3K shares5.83%2026-03-312026-04-20

NVDA NVIDIA CORPORATION132.7K shares-3.87%2026-03-312026-04-20

VUG VANGUARD INDEX FDS47.5K shares-8.53%2026-03-312026-04-20

BND VANGUARD BD INDEX FDS217.9K shares13.90%2026-03-312026-04-20

JPM JPMORGAN CHASE & CO46.9K shares6.85%2026-03-312026-04-20

Sponsored

MSFT MICROSOFT CORP36.9K shares-2.58%2026-03-312026-04-20

IJR ISHARES TR105.5K shares-9.82%2026-03-312026-04-20

ALPHABET INC ALPHABET INC41.8K shares4.52%2026-03-312026-04-20

AMZN AMAZON COM INC54.6K shares7.53%2026-03-312026-04-20

ALPHABET INC ALPHABET INC37.3K shares19.33%2026-03-312026-04-20

SCHG SCHWAB STRATEGIC TR347.4K shares-51.28%2026-03-312026-04-20

BROADCOM INC BROADCOM INC26.4K shares-2.39%2026-03-312026-04-20

PYLD PIMCO ETF TR309.8K shares6.95%2026-03-312026-04-20

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL16.3K shares17.53%2026-03-312026-04-20

VWO VANGUARD INTL EQUITY INDEX F138.9K shares1064.07%2026-03-312026-04-20

VTWO VANGUARD SCOTTSDALE FDS70.8K shares33.64%2026-03-312026-04-20

META META PLATFORMS INC10.9K shares13.87%2026-03-312026-04-20

V VISA INC20.3K shares0.95%2026-03-312026-04-20

JNJ JOHNSON & JOHNSON24.2K shares-1.64%2026-03-312026-04-20

VANGUARD INDEX FDS VANGUARD INDEX FDS9.5K shares23.03%2026-03-312026-04-20

EMXC ISHARES INC58.1K shares-4.06%2026-03-312026-04-20

Sponsored

SCHF SCHWAB STRATEGIC TR181.5K shares-2.51%2026-03-312026-04-20

ABBV ABBVIE INC19.5K shares11.12%2026-03-312026-04-20

TSLA TESLA INC10.8K shares1.12%2026-03-312026-04-20

XOM EXXON MOBIL CORP23.5K shares13.02%2026-03-312026-04-20

NEAR ISHARES U S ETF TR71.1K shares6.67%2026-03-312026-04-20

MO ALTRIA GROUP INC54.5K shares-11.74%2026-03-312026-04-20

CSCO CISCO SYS INC44.2K shares-0.21%2026-03-312026-04-20

CB CHUBB LTD SWITZ10.4K shares-1.30%2026-03-312026-04-20

Sponsored

SPY STATE STR SPDR S&P 500 ETF T5.1K shares-2.27%2026-03-312026-04-20

GILD GILEAD SCIENCES INC23.5K shares7.91%2026-03-312026-04-20

LLY ELI LILLY & CO3.5K shares1.16%2026-03-312026-04-20

USB US BANCORP60.7K shares7.49%2026-03-312026-04-20

MA MASTERCARD INCORPORATED6.1K shares-9.73%2026-03-312026-04-20

TSM TAIWAN SEMICONDUCTOR MANUFAC8.8K shares31.91%2026-03-312026-04-20

MERCK & CO INC MERCK & CO INC24.2K shares-2.13%2026-03-312026-04-20

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP8.3K shares1.88%2026-03-312026-04-20

Sponsored

WMT WALMART INC22.4K shares1.99%2026-03-312026-04-20

CVX CHEVRON CORPORATION13.4K shares1.24%2026-03-312026-04-20

AMGN AMGEN INC7.7K shares-15.87%2026-03-312026-04-20

SCHZ SCHWAB STRATEGIC TR115.1K shares5.58%2026-03-312026-04-20

HD HOME DEPOT INC8.1K shares1.84%2026-03-312026-04-20

WDC WESTERN DIGITAL CORP9.6K sharesnew addition2026-03-312026-04-20

MU MICRON TECHNOLOGY INC6.9K shares314.70%2026-03-312026-04-20

PEP PEPSICO INC15.0K shares-12.45%2026-03-312026-04-20

Sponsored

MCD MCDONALDS CORP7.4K shares-0.89%2026-03-312026-04-20

BAC BANK AMERICA CORP47.1K shares55.12%2026-03-312026-04-20

COST COSTCO WHOLESALE CORPORATION2.2K shares1.71%2026-03-312026-04-20

BNL BROADSTONE NET LEASE INC117.9K shares0.00%2026-03-312026-04-20

NFLX NETFLIX INC.22.2K shares13.49%2026-03-312026-04-20

VZ VERIZON COMMUNICATIONS INC41.8K shares3.39%2026-03-312026-04-20

PH PARKER-HANNIFIN CORP2.2K shares4.52%2026-03-312026-04-20

BIL SPDR SERIES TRUST20.7K shares-28.81%2026-03-312026-04-20

Sponsored

RTX RTX CORPORATION9.7K shares1.13%2026-03-312026-04-20

HCA HCA HEALTHCARE INC3.8K shares5.60%2026-03-312026-04-20

SCHA SCHWAB STRATEGIC TR61.6K shares-2.60%2026-03-312026-04-20

NEE NEXTERA ENERGY INC19.1K shares-1.47%2026-03-312026-04-20

KO COCA COLA CO23.1K shares-11.92%2026-03-312026-04-20

IWM ISHARES TR7.1K shares4.89%2026-03-312026-04-20

ASML ASML HLDG NV1.3K shares16.55%2026-03-312026-04-20

WEC ENERGY GROUP INC WEC ENERGY GROUP INC14.6K shares-11.99%2026-03-312026-04-20

Sponsored

AEP AMERICAN ELEC PWR CO INC12.7K shares-19.69%2026-03-312026-04-20

PM PHILIP MORRIS INTL INC10.0K shares-25.37%2026-03-312026-04-20

LOW LOWES COS INC6.9K shares0.35%2026-03-312026-04-20

VALE VALE S A101.4K shares263.04%2026-03-312026-04-20

PAYX PAYCHEX INC17.4K shares-5.45%2026-03-312026-04-20

CITIGROUP INC CITIGROUP INC14.0K shares64.43%2026-03-312026-04-20

PLD PROLOGIS INC.12.0K shares-2.59%2026-03-312026-04-20

LAM RESEARCH CORP LAM RESEARCH CORP7.3K shares86.29%2026-03-312026-04-20

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW11.7K shares-35.51%2026-03-312026-04-20

CTAS CINTAS CORP9.1K shares-22.31%2026-03-312026-04-20

GS GOLDMAN SACHS GROUP INC1.8K shares41.08%2026-03-312026-04-20

DE DEERE & CO2.7K shares32.67%2026-03-312026-04-20

DVN DEVON ENERGY CORP NEW29.1K sharesnew addition2026-03-312026-04-20

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-20

CAT CATERPILLAR INC2.0K shares62.10%2026-03-312026-04-20

PNC PNC FINL SVCS GROUP INC6.8K shares0.21%2026-03-312026-04-20

Sponsored

VTEB VANGUARD MUN BD FDS27.9K shares3.72%2026-03-312026-04-20

VYM VANGUARD WHITEHALL FDS9.2K shares-0.44%2026-03-312026-04-20

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL3.3K sharesnew addition2026-03-312026-04-20

AMAT APPLIED MATLS INC3.7K shares35.78%2026-03-312026-04-20

MS MORGAN STANLEY7.6K shares30.41%2026-03-312026-04-20

ASTRAZENECA PLC ASTRAZENECA PLC6.3K sharesnew addition2026-03-312026-04-20

CTVA CORTEVA INC14.5K shares8.72%2026-03-312026-04-20

PLTR PALANTIR TECHNOLOGIES INC8.2K shares-56.65%2026-03-312026-04-20

Sponsored

AXP AMERICAN EXPRESS CO3.9K shares17.28%2026-03-312026-04-20

VTI VANGUARD INDEX FDS3.7K shares3.23%2026-03-312026-04-20

XLK SELECT SECTOR SPDR TR8.8K sharesnew addition2026-03-312026-04-20

MEDTRONIC PLC MEDTRONIC PLC13.4K shares-54.65%2026-03-312026-04-20

GLD SPDR GOLD TR2.7K shares81.68%2026-03-312026-04-20

SYF SYNCHRONY FINANCIAL16.7K shares447.70%2026-03-312026-04-20

KMI KINDER MORGAN INC DEL33.6K shares-1.53%2026-03-312026-04-20

EQNR EQUINOR ASA26.4K shares146.57%2026-03-312026-04-20

Sponsored

EXPE EXPEDIA GROUP INC4.8K sharesnew addition2026-03-312026-04-20

ODFL OLD DOMINION FREIGHT LINE IN5.7K shares-8.48%2026-03-312026-04-20

GLW CORNING INC8.1K shares12.79%2026-03-312026-04-20

HSBC HSBC HLDGS PLC13.3K shares290.50%2026-03-312026-04-20

SCHE SCHWAB STRATEGIC TR32.8K sharesnew addition2026-03-312026-04-20

AMD ADVANCED MICRO DEVICES INC5.2K shares73.62%2026-03-312026-04-20

BK BANK NEW YORK MELLON CORP8.9K shares12.87%2026-03-312026-04-20

STT STATE STR CORP8.3K shares48.44%2026-03-312026-04-20

Sponsored

UBER UBER TECHNOLOGIES INC14.5K shares38.36%2026-03-312026-04-20

WFC WELLS FARGO & CO13.1K shares24.91%2026-03-312026-04-20

PHM PULTE GROUP INC8.8K shares146.82%2026-03-312026-04-20

EFG ISHARES TR8.9K shares-38.54%2026-03-312026-04-20

SGOV ISHARES TR9.8K shares137.54%2026-03-312026-04-20

EBAY EBAY INC.10.7K shares134.99%2026-03-312026-04-20

RMOP TIDAL TRUST III38.3K shares5.46%2026-03-312026-04-20

FNDF SCHWAB STRATEGIC TR19.4K shares-12.74%2026-03-312026-04-20

Sponsored

HAL HALLIBURTON CO24.1K sharesnew addition2026-03-312026-04-20

TRV TRAVELERS COMPANIES INC3.1K shares-12.08%2026-03-312026-04-20

BMY BRISTOL-MYERS SQUIBB CO15.1K shares63.98%2026-03-312026-04-20

CMCSA COMCAST CORP NEW31.9K shares2.88%2026-03-312026-04-20

ISRG INTUITIVE SURGICAL INC2.0K shares7.44%2026-03-312026-04-20

IBKR INTERACTIVE BROKERS GROUP IN13.5K shares-9.25%2026-03-312026-04-20

ISHARES GOLD TR ISHARES GOLD TR10.1K sharesnew addition2026-03-312026-04-20

MCO MOODYS CORP2.0K shares-23.78%2026-03-312026-04-20

Sponsored

GE AEROSPACE GE AEROSPACE3.0K shares2.84%2026-03-312026-04-20

TPR TAPESTRY INC6.0K sharesnew addition2026-03-312026-04-20

GEV GE VERNOVA INC964 shares21.56%2026-03-312026-04-20

SPGI S&P GLOBAL INC2.0K shares-50.58%2026-03-312026-04-20

HIG HARTFORD INSURANCE GROUP INC6.1K shares11.77%2026-03-312026-04-20

SLB SLB LIMITED16.0K shares179.06%2026-03-312026-04-20

ARISTA NETWORKS INC ARISTA NETWORKS INC6.5K shares71.05%2026-03-312026-04-20

SO SOUTHERN CO8.3K shares-51.44%2026-03-312026-04-20

Sponsored

IGSB ISHARES TR15.2K shares28.88%2026-03-312026-04-20

FIX COMFORT SYS USA INC568 shares7.37%2026-03-312026-04-20

TJX TJX COS INC NEW4.8K shares6.69%2026-03-312026-04-20

ABT ABBOTT LABORATORIES7.5K shares-31.34%2026-03-312026-04-20

ECL ECOLAB INC2.9K shares-45.61%2026-03-312026-04-20

HON HONEYWELL INTL INC3.4K shares65.64%2026-03-312026-04-20

MMM 3M CO5.2K shares19.52%2026-03-312026-04-20

ETR ENTERGY CORP NEW6.7K shares-21.97%2026-03-312026-04-20

Sponsored

APH AMPHENOL CORP5.6K shares20.14%2026-03-312026-04-20

LMT LOCKHEED MARTIN CORP1.2K shares1.20%2026-03-312026-04-20

LPLA LPL FINL HLDGS INC2.4K shares-23.32%2026-03-312026-04-20

BLACKROCK INC BLACKROCK INC731 shares24.96%2026-03-312026-04-20

DIS DISNEY WALT CO7.3K shares18.08%2026-03-312026-04-20

RYAAY RYANAIR HOLDINGS PLC12.0K shares91.54%2026-03-312026-04-20

COF CAPITAL ONE FINL CORP3.8K shares90.28%2026-03-312026-04-20

WRB BERKLEY W R CORP10.4K shares-11.03%2026-03-312026-04-20

Sponsored

LHX L3HARRIS TECHNOLOGIES INC2.0K shares18.31%2026-03-312026-04-20

NEM NEWMONT CORP6.4K shares173.09%2026-03-312026-04-20

SHOP SHOPIFY INC5.8K shares32.81%2026-03-312026-04-20

TDY TELEDYNE TECHNOLOGIES INC1.1K shares-10.23%2026-03-312026-04-20

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC6.1K shares243.74%2026-03-312026-04-20

MTB M & T BK CORP3.3K shares51.20%2026-03-312026-04-20

FCX FREEPORT MCMORAN INC11.5K sharesnew addition2026-03-312026-04-20

UTWO RBB FD INC13.9K shares-12.10%2026-03-312026-04-20

Sponsored

EMR EMERSON ELEC CO5.1K shares-9.36%2026-03-312026-04-20

CL COLGATE PALMOLIVE CO7.9K shares-19.68%2026-03-312026-04-20

MCK MCKESSON CORP771 shares-4.58%2026-03-312026-04-20

ALLE ALLEGION PLC4.6K shares-5.84%2026-03-312026-04-20

ZWS ZURN ELKAY WATER SOLNS CORP14.8K shares-9.63%2026-03-312026-04-20

E ENI SPA11.7K sharesnew addition2026-03-312026-04-20

TROW PRICE T ROWE GROUP INC7.3K shares67.74%2026-03-312026-04-20

INTC INTEL CORP14.9K shares59.82%2026-03-312026-04-20

Sponsored

SPGM SPDR INDEX SHS FDS8.6K shares-1.10%2026-03-312026-04-20

TFC TRUIST FINL CORP14.2K shares48.65%2026-03-312026-04-20

FOSL FOSSIL GROUP INC150.0K shares0.00%2026-03-312026-04-20

CIEN CIENA CORP1.7K sharesnew addition2026-03-312026-04-20

LYB LYONDELLBASELL INDUSTRIES NV7.8K sharesnew addition2026-03-312026-04-20

TMO THERMO FISHER SCIENTIFIC INC1.3K shares42.35%2026-03-312026-04-20

NDSN NORDSON CORP2.3K shares-9.15%2026-03-312026-04-20

SCHW SCHWAB CHARLES CORP6.6K shares118.51%2026-03-312026-04-20

Sponsored

MGA MAGNA INTL INC11.0K sharesnew addition2026-03-312026-04-20

RACE FERRARI N V1.8K shares-33.02%2026-03-312026-04-20

ORCL ORACLE CORP4.1K shares11.96%2026-03-312026-04-20

IJH ISHARES TR8.9K shares-2.39%2026-03-312026-04-20

SAP SAP SE3.5K shares8.76%2026-03-312026-04-20

KLAC KLA CORP404 shares45.85%2026-03-312026-04-20

CENCORA INC CENCORA INC1.9K shares-4.86%2026-03-312026-04-20

SONY SONY GROUP CORP28.5K shares29.55%2026-03-312026-04-20

Sponsored

AGG ISHARES TR5.9K shares49.67%2026-03-312026-04-20

ROL ROLLINS INC10.9K shares-12.17%2026-03-312026-04-20

ACWI ISHARES TR4.2K shares32.15%2026-03-312026-04-20

PFE PFIZER INC20.7K shares15.36%2026-03-312026-04-20

CRM SALESFORCE INC3.1K shares51.73%2026-03-312026-04-20

RF REGIONS FINANCIAL CORP NEW21.8K shares18.76%2026-03-312026-04-20

EOG EOG RES INC3.9K sharesnew addition2026-03-312026-04-20

UNH UNITEDHEALTH GROUP INC2.1K shares-36.96%2026-03-312026-04-20

Sponsored

ULS UL SOLUTIONS INC6.5K shares-16.51%2026-03-312026-04-20

NATWEST GROUP PLC NATWEST GROUP PLC37.1K shares12.53%2026-03-312026-04-20

IVV ISHARES TR840 shares3.07%2026-03-312026-04-20

XMTR XOMETRY INC13.4K shares4.58%2026-03-312026-04-20

SAN BANCO SANTANDER SA48.5K shares41.90%2026-03-312026-04-20

ARQT ARCUTIS BIOTHERAPEUTICS INC23.1K shares4.07%2026-03-312026-04-20

EFXT ENERFLEX LTD25.9K sharesnew addition2026-03-312026-04-20

LII LENNOX INTL INC1.2K shares-20.87%2026-03-312026-04-20

Sponsored

PG PROCTER & GAMBLE CO3.7K shares-14.47%2026-03-312026-04-20

MET METLIFE INC7.6K shares-4.07%2026-03-312026-04-20

IBM INTERNATIONAL BUSINESS MACHS2.2K shares3.83%2026-03-312026-04-20

CTSH COGNIZANT TECHNOLOGY SOLUTIO8.6K sharesnew addition2026-03-312026-04-20

UNP UNION PAC CORP2.2K shares26.49%2026-03-312026-04-20

BBDO BANCO BRADESCO S A157.5K sharesnew addition2026-03-312026-04-20

CARR CARRIER GLOBAL CORPORATION9.2K shares34.62%2026-03-312026-04-20

NET CLOUDFLARE INC2.5K shares5.66%2026-03-312026-04-20

Sponsored

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC5.2K sharesnew addition2026-03-312026-04-20

MSCI MSCI INC945 shares-45.81%2026-03-312026-04-20

BKNG BOOKING HOLDINGS INC120 shares26.32%2026-03-312026-04-20

CMI CUMMINS INC937 sharesnew addition2026-03-312026-04-20

PEG PUBLIC SVC ENTERPRISE GROUP6.2K shares-29.79%2026-03-312026-04-20

IYW ISHARES TR2.8K shares-79.34%2026-03-312026-04-20

BLACKSTONE INC BLACKSTONE INC4.3K shares1.05%2026-03-312026-04-20

KGC KINROSS GOLD CORP16.2K sharesnew addition2026-03-312026-04-20

Sponsored

GM GENERAL MTRS CO6.6K sharesnew addition2026-03-312026-04-20

VRTX VERTEX PHARMACEUTICALS INC1.1K shares-26.19%2026-03-312026-04-20

PANW PALO ALTO NETWORKS INC3.0K shares85.49%2026-03-312026-04-20

AMT AMERICAN TOWER CORP2.8K shares-30.95%2026-03-312026-04-20

COP CONOCOPHILLIPS3.6K sharesnew addition2026-03-312026-04-20

RCL ROYAL CARIBBEAN GROUP1.7K shares18.36%2026-03-312026-04-20

HP INC HP INC24.2K shares115.38%2026-03-312026-04-20

PBR PETROLEO BRASILEIRO S A22.3K sharesnew addition2026-03-312026-04-20

Sponsored

PRU PRUDENTIAL FINL INC4.7K shares-11.08%2026-03-312026-04-20

BSV VANGUARD BD INDEX FDS5.7K shares36.21%2026-03-312026-04-20

DBEF DBX ETF TR9.1K shares0.00%2026-03-312026-04-20

QCOM QUALCOMM INC3.5K shares99.08%2026-03-312026-04-20

BBVA BANCO BILBAO VIZCAYA ARGENTA20.5K shares8.07%2026-03-312026-04-20

SAIA SAIA INC1.2K shares-7.84%2026-03-312026-04-20

TXN TEXAS INSTRS INC2.3K shares64.29%2026-03-312026-04-20

TRGP TARGA RES CORP1.7K sharesnew addition2026-03-312026-04-20

Sponsored

BJ BJS WHSL CLUB HLDGS INC4.4K shares-12.01%2026-03-312026-04-20

FAST FASTENAL CO9.3K shares2.54%2026-03-312026-04-20

COOPER COS INC COOPER COS INC6.1K shares-15.97%2026-03-312026-04-20

FIS FIDELITY NATL INFORMATION SV9.2K sharesnew addition2026-03-312026-04-20

JKHY HENRY JACK & ASSOC INC2.7K shares-15.34%2026-03-312026-04-20

CALX CALIX INC8.8K shares-8.90%2026-03-312026-04-20

PFG PRINCIPAL FINANCIAL GROUP IN4.8K shares24.28%2026-03-312026-04-20

BTI BRITISH AMERN TOB PLC7.3K shares29.98%2026-03-312026-04-20

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.2K shares36.00%2026-03-312026-04-20

EMBJ EMBRAER S.A.7.2K shares-17.70%2026-03-312026-04-20

ZTS ZOETIS INC3.6K shares-29.99%2026-03-312026-04-20

WSO WATSCO INC1.2K shares-9.73%2026-03-312026-04-20

J JACOBS SOLUTIONS INC3.3K shares-5.17%2026-03-312026-04-20

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC4.2K sharesnew addition2026-03-312026-04-20

BE BLOOM ENERGY CORP3.0K sharesnew addition2026-03-312026-04-20

TTAN SERVICETITAN INC6.4K shares25.49%2026-03-312026-04-20

Sponsored

QUAL ISHARES TR2.1K shares0.00%2026-03-312026-04-20

FLEX FLEXTRONICS INTL LTD6.2K sharesnew addition2026-03-312026-04-20

WB WEIBO CORP46.1K sharesnew addition2026-03-312026-04-20

ICE INTERCONTINENTAL EXCHANGE IN2.6K shares2.44%2026-03-312026-04-20

JBL JABIL INC1.5K sharesnew addition2026-03-312026-04-20

IWB ISHARES TR1.1K shares0.00%2026-03-312026-04-20

SPYG SPDR SERIES TRUST4.1K shares0.00%2026-03-312026-04-20

NVO NOVO-NORDISK A S10.9K shares15.26%2026-03-312026-04-20

Sponsored

FDX FEDEX CORP1.1K sharesnew addition2026-03-312026-04-20

BHP BHP BILLITON LIMITED5.5K sharesnew addition2026-03-312026-04-20

EFX EQUIFAX INC2.2K shares-15.88%2026-03-312026-04-20

DGRO ISHARES TR5.6K shares0.00%2026-03-312026-04-20

BFAM BRIGHT HORIZONS FAM SOL IN D4.8K shares19.38%2026-03-312026-04-20

PSX PHILLIPS 662.1K sharesnew addition2026-03-312026-04-20

EQR EQUITY RESIDENTIAL6.6K shares-45.09%2026-03-312026-04-20

DB DEUTSCHE BK AG13.1K shares-20.72%2026-03-312026-04-20

Sponsored

BP BP PLC8.2K sharesnew addition2026-03-312026-04-20

USFD US FOODS HLDG CORP4.1K sharesnew addition2026-03-312026-04-20

BARRICK MNG CORP BARRICK MNG CORP9.3K shares83.28%2026-03-312026-04-20

INVESCO QQQ TR INVESCO QQQ TR654 shares1.71%2026-03-312026-04-20

MUB ISHARES TR3.5K sharesnew addition2026-03-312026-04-20

XLV SELECT SECTOR SPDR TR2.6K sharesnew addition2026-03-312026-04-20

TT TRANE TECHNOLOGIES PLC894 sharesnew addition2026-03-312026-04-20

APA CORPORATION APA CORPORATION8.7K sharesnew addition2026-03-312026-04-20

Sponsored

ASX ASE TECHNOLOGY HLDG CO LTD17.0K sharesnew addition2026-03-312026-04-20

CX CEMEX SA EURO MTN BE 144A32.2K sharesnew addition2026-03-312026-04-20

SYK STRYKER CORPORATION1.1K shares17.92%2026-03-312026-04-20

FSM FORTUNA MNG CORP36.7K sharesnew addition2026-03-312026-04-20

VMC VULCAN MATLS CO1.3K shares11.51%2026-03-312026-04-20

STZ CONSTELLATION BRANDS INC2.4K shares4.93%2026-03-312026-04-20

VB VANGUARD INDEX FDS1.4K shares2.81%2026-03-312026-04-20

IWD ISHARES TR1.7K shares-17.36%2026-03-312026-04-20

Sponsored

T AT&T INC12.4K sharesnew addition2026-03-312026-04-20

DLTR DOLLAR TREE INC3.3K sharesnew addition2026-03-312026-04-20

BBIO BRIDGEBIO PHARMA INC4.8K shares5.51%2026-03-312026-04-20

ING ING GROEP N.V.13.6K sharesnew addition2026-03-312026-04-20

MPC MARATHON PETE CORP1.4K sharesnew addition2026-03-312026-04-20

ALL ALLSTATE CORP1.7K shares-22.43%2026-03-312026-04-20

XLY SELECT SECTOR SPDR TR3.2K sharesnew addition2026-03-312026-04-20

INTU INTUIT808 shares-27.08%2026-03-312026-04-20

Sponsored

IEFA ISHARES TR3.9K shares0.00%2026-03-312026-04-20

NVT NVENT ELEC PLC2.9K shares1.52%2026-03-312026-04-20

UPS UNITED PARCEL SVCS INC3.5K shares11.28%2026-03-312026-04-20

WBD WARNER BROS DISCOVERY INC12.5K sharesnew addition2026-03-312026-04-20

VLO VALERO ENERGY CORP1.4K sharesnew addition2026-03-312026-04-20

UAL UNITED AIRLS HLDGS INC3.7K sharesnew addition2026-03-312026-04-20

IWF ISHARES TR797 shares0.00%2026-03-312026-04-20

CHIPMOS TECHNOLOGIES INC CHIPMOS TECHNOLOGIES INC9.5K sharesnew addition2026-03-312026-04-20

Sponsored

TWLO TWILIO INC2.7K shares16.39%2026-03-312026-04-20

NYF ISHARES TR6.4K shares68.45%2026-03-312026-04-20

TGT TARGET CORP2.8K sharesnew addition2026-03-312026-04-20

DHR DANAHER CORP DEL1.7K shares26.91%2026-03-312026-04-20

JCI JOHNSON CONTROLS INTERNATION2.5K sharesnew addition2026-03-312026-04-20

XLE SELECT SECTOR SPDR TR5.4K sharesnew addition2026-03-312026-04-20

CHH CHOICE HOTELS INTL INC3.2K shares0.63%2026-03-312026-04-20

APP APPLOVIN CORP826 shares-17.40%2026-03-312026-04-20

Sponsored

CRWD CROWDSTRIKE HLDGS INC839 shares-17.58%2026-03-312026-04-20

SITE SITEONE LANDSCAPE SUPPLY INC2.5K shares-12.15%2026-03-312026-04-20

ARCC ARES CAPITAL CORP18.1K shares0.89%2026-03-312026-04-20

TRMB TRIMBLE INC5.0K shares-11.19%2026-03-312026-04-20

ITW ILLINOIS TOOL WKS INC1.2K shares48.44%2026-03-312026-04-20

DHI D R HORTON INC2.3K sharesnew addition2026-03-312026-04-20

HLT HILTON WORLDWIDE HLDGS INC1.1K shares-5.63%2026-03-312026-04-20

DAL DELTA AIR LINES INC4.8K sharesnew addition2026-03-312026-04-20

Sponsored

ADI ANALOG DEVICES INC1.0K sharesnew addition2026-03-312026-04-20

OLED UNIVERSAL DISPLAY CORP3.5K shares12.19%2026-03-312026-04-20

BA BOEING CO1.6K shares45.25%2026-03-312026-04-20

SBUX STARBUCKS CORP3.5K shares13.66%2026-03-312026-04-20

POOL POOL CORP1.6K shares1.43%2026-03-312026-04-20

XEL XCEL ENERGY INC3.9K shares-56.16%2026-03-312026-04-20

BIIB BIOGEN INC1.7K sharesnew addition2026-03-312026-04-20

ZBRA ZEBRA TECHNOLOGIES CORPORATI1.5K shares-12.60%2026-03-312026-04-20

Sponsored

HUBBELL INC HUBBELL INC626 shares-10.32%2026-03-312026-04-20

CRAK VANECK ETF TRUST6.2K sharesnew addition2026-03-312026-04-20

BABA ALIBABA GROUP HLDG LTD2.4K sharesnew addition2026-03-312026-04-20

EFV ISHARES TR4.1K shares0.00%2026-03-312026-04-20

XLI SELECT SECTOR SPDR TR1.9K sharesnew addition2026-03-312026-04-20

FMS FRESENIUS MEDICAL CARE AG13.3K sharesnew addition2026-03-312026-04-20

XLC SELECT SECTOR SPDR TR2.7K sharesnew addition2026-03-312026-04-20

VRT VERTIV HOLDINGS CO1.2K sharesnew addition2026-03-312026-04-20

Sponsored

RIO RIO TINTO PLC3.2K sharesnew addition2026-03-312026-04-20

TMP TOMPKINS FINL CORP3.8K shares0.00%2026-03-312026-04-20

PSLV SPROTT ASSET MANAGEMENT LP12.2K sharesnew addition2026-03-312026-04-20

FITB FIFTH THIRD BANCORP6.4K shares-17.71%2026-03-312026-04-20

APTIV PLC APTIV PLC4.2K sharesnew addition2026-03-312026-04-20

SHEL SHELL PLC3.1K sharesnew addition2026-03-312026-04-20

BSY BENTLEY SYS INC8.3K shares-35.99%2026-03-312026-04-20

TOST TOAST INC11.0K shares9.46%2026-03-312026-04-20

Sponsored

NOW SERVICENOW INC2.8K shares-29.67%2026-03-312026-04-20

ADBE ADOBE INC1.2K shares-18.25%2026-03-312026-04-20

HMC HONDA MOTOR CO LTD11.9K sharesnew addition2026-03-312026-04-20

PFIS PEOPLES FINL SVCS CORP5.4K shares0.00%2026-03-312026-04-20

KMB KIMBERLY-CLARK CORP3.0K shares-49.43%2026-03-312026-04-20

MAS MASCO CORP4.7K shares-16.51%2026-03-312026-04-20

IYF ISHARES TR2.4K sharesnew addition2026-03-312026-04-20

RMD RESMED INC1.3K shares-26.54%2026-03-312026-04-20

Sponsored

VCSH VANGUARD SCOTTSDALE FDS3.6K shares-30.11%2026-03-312026-04-20

THC TENET HEALTHCARE CORP1.5K shares8.33%2026-03-312026-04-20

NOBL PROSHARES TR2.7K sharesnew addition2026-03-312026-04-20

OLLI OLLIES BARGAIN OUTLET HLDGS3.0K shares-23.90%2026-03-312026-04-20

ADP AUTOMATIC DATA PROCESSING IN1.4K shares-21.54%2026-03-312026-04-20

HLNE HAMILTON LANE INC2.8K shares20.60%2026-03-312026-04-20

EFA ISHARES TR2.8K shares0.00%2026-03-312026-04-20

COWZ PACER FDS TR4.4K sharesnew addition2026-03-312026-04-20

Sponsored

LINDE PLC LINDE PLC545 sharesnew addition2026-03-312026-04-20

HEFA ISHARES TR6.3K shares0.00%2026-03-312026-04-20

ISHARES TR ISHARES TR7.8K sharesnew addition2026-03-312026-04-20

CYTK CYTOKINETICS INC4.0K shares0.00%2026-03-312026-04-20

VICI VICI PPTYS INC9.6K shares-50.83%2026-03-312026-04-20

BR BROADRIDGE FINL SOLUTIONS IN1.6K shares-60.73%2026-03-312026-04-20

CACC CREDIT ACCEP CORP MICH608 shares-7.03%2026-03-312026-04-20

ZM ZOOM COMMUNICATIONS INC3.2K sharesnew addition2026-03-312026-04-20

Sponsored

ABNB AIRBNB INC2.0K shares29.98%2026-03-312026-04-20

EIX EDISON INTL3.5K shares-17.31%2026-03-312026-04-20

PYPL PAYPAL HLDGS INC5.6K sharesnew addition2026-03-312026-04-20

NUE NUCOR CORP1.5K sharesnew addition2026-03-312026-04-20

DELL DELL TECHNOLOGIES INC1.5K sharesnew addition2026-03-312026-04-20

THO THOR INDS INC3.2K shares-17.42%2026-03-312026-04-20

ALGN ALIGN TECHNOLOGY INC1.5K sharesnew addition2026-03-312026-04-20

CMS CMS ENERGY CORP3.2K shares-27.22%2026-03-312026-04-20

Sponsored

CVS CVS HEALTH CORP3.5K sharesnew addition2026-03-312026-04-20

REMX VANECK ETF TRUST2.8K shares-10.37%2026-03-312026-04-20

SHW SHERWIN WILLIAMS CO764 sharesnew addition2026-03-312026-04-20

PNR PENTAIR PLC2.8K shares-7.18%2026-03-312026-04-20

ED CONSOLIDATED EDISON INC2.1K shares-57.55%2026-03-312026-04-20

UTEN RBB FD INC5.5K shares-69.82%2026-03-312026-04-20

XYL XYLEM INC2.0K shares-5.79%2026-03-312026-04-20

GWW WW GRAINGER INC219 shares-41.29%2026-03-312026-04-20

Sponsored

HST HOST HOTELS & RESORTS INC12.4K sharesnew addition2026-03-312026-04-20

NTRA NATERA INC1.2K shares-20.36%2026-03-312026-04-20

IDXX IDEXX LABS INC419 shares-4.56%2026-03-312026-04-20

ASND ASCENDIS PHARMA A/S1.0K shares-12.02%2026-03-312026-04-20

WPC WP CAREY INC3.4K shares0.58%2026-03-312026-04-20

AFL AFLAC INC2.1K shares-8.16%2026-03-312026-04-20

NOC NORTHROP GRUMMAN CORP334 sharesnew addition2026-03-312026-04-20

CSL CARLISLE COS INC682 sharesnew addition2026-03-312026-04-20

Sponsored

BAP CREDICORP LTD667 sharesnew addition2026-03-312026-04-20

ONC BEONE MEDICINES LTD758 shares-3.68%2026-03-312026-04-20

EXPO EXPONENT INC3.4K shares-3.58%2026-03-312026-04-20

PWR QUANTA SVCS INC404 sharesnew addition2026-03-312026-04-20

YUMC YUM CHINA HLDGS INC4.5K sharesnew addition2026-03-312026-04-20

WM WASTE MGMT INC DEL956 sharesnew addition2026-03-312026-04-20

BPOP POPULAR INC1.6K sharesnew addition2026-03-312026-04-20

SUSC ISHARES TR9.5K shares7.21%2026-03-312026-04-20

Sponsored

CRH PLC CRH PLC2.1K sharesnew addition2026-03-312026-04-20

SLV ISHARES SILVER TR3.2K shares-66.58%2026-03-312026-04-20

CBOE CBOE GLOBAL MKTS INC774 sharesnew addition2026-03-312026-04-20

PPL PPL CORP5.7K sharesnew addition2026-03-312026-04-20

NDAQ NASDAQ INC2.6K shares24.37%2026-03-312026-04-20

NEKTAR THERAPEUTICS NEKTAR THERAPEUTICS3.0K sharesnew addition2026-03-312026-04-20

ADM ARCHER DANIELS MIDLAND CO3.0K sharesnew addition2026-03-312026-04-20

DASH DOORDASH INC1.4K shares-15.76%2026-03-312026-04-20

Sponsored

HWM HOWMET AEROSPACE INC940 sharesnew addition2026-03-312026-04-20

FTNT FORTINET INC2.6K sharesnew addition2026-03-312026-04-20

F FORD MTR CO18.6K sharesnew addition2026-03-312026-04-20

MPWR MONOLITHIC PWR SYS INC196 sharesnew addition2026-03-312026-04-20

VTV VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-04-20

MNST MONSTER BEVERAGE CORP NEW2.9K sharesnew addition2026-03-312026-04-20

WMB WILLIAMS COS INC2.9K sharesnew addition2026-03-312026-04-20

CMG CHIPOTLE MEXICAN GRILL INC6.5K shares-9.45%2026-03-312026-04-20

Sponsored

KTOS KRATOS DEFENSE & SEC SOLUTIO3.0K shares-19.07%2026-03-312026-04-20

YUM YUM BRANDS INC1.3K shares-4.54%2026-03-312026-04-20

EATON CORP PLC EATON CORP PLC584 sharesnew addition2026-03-312026-04-20

NVS NOVARTIS AG1.4K sharesnew addition2026-03-312026-04-20

BXMT BLACKSTONE MORTGAGE TRUST IN10.8K shares0.00%2026-03-312026-04-20

BHC BAUSCH HEALTH COS INC38.1K sharesnew addition2026-03-312026-04-20

IYLD ISHARES TR9.4K shares0.00%2026-03-312026-04-20

FOXA FOX CORP3.5K sharesnew addition2026-03-312026-04-20

Sponsored

HOOD ROBINHOOD MKTS INC2.9K sharesnew addition2026-03-312026-04-20

KKR & CO INC KKR & CO INC2.2K sharesnew addition2026-03-312026-04-20

URI UNITED RENTALS INC276 sharesnew addition2026-03-312026-04-20

EAGG ISHARES TR4.2K sharesnew addition2026-03-312026-04-20

VODAFONE GROUP PLC VODAFONE GROUP PLC13.3K sharesnew addition2026-03-312026-04-20

SIBN SI BONE INC15.0K sharesnew addition2026-03-312026-04-20

MUFG MITSUBISHI UFJ FINANCIAL GRO11.1K sharesnew addition2026-03-312026-04-20

OBDC BLUE OWL CAPITAL CORPORATION16.4K shares0.00%2026-03-312026-04-20

Sponsored

LYG LLOYDS BANKING GROUP PLC36.0K sharesnew addition2026-03-312026-04-20

ENVX ENOVIX CORPORATION34.6K shares0.01%2026-03-312026-04-20

INMD INMODE LTD11.8K sharesnew addition2026-03-312026-04-20

TDUP THREDUP INC38.5K shares22.72%2026-03-312026-04-20

MFG MIZUHO FINANCIAL GROUP INC15.2K sharesnew addition2026-03-312026-04-20

FWRG FIRST WATCH RESTAURANT GROUP10.2K shares-3.03%2026-03-312026-04-20

ITUB ITAU UNIBANCO HLDG S A11.6K sharesnew addition2026-03-312026-04-20

TRAK REPOSITRAK INC12.8K shares0.00%2026-03-312026-04-20

Sponsored

PTON PELOTON INTERACTIVE INC13.4K shares0.00%2026-03-312026-04-20

JBLU JETBLUE AIRWAYS CORP10.0K sharesnew addition2026-03-312026-04-20

IVVD INVIVYD INC15.0K sharesnew addition2026-03-312026-04-20

SPYM

SPDR SERIES TRUST

166.70%

Shares1.2M

Event2026-03-31

Filed2026-04-20

VEA

VANGUARD TAX-MANAGED FDS

-6.37%

Shares1.2M

Event2026-03-31

Filed2026-04-20

SCHO

SCHWAB STRATEGIC TR

1.97%

Shares2.1M

Event2026-03-31

Filed2026-04-20

STIP

ISHARES TR

2.50%

Shares418.6K

Event2026-03-31

Filed2026-04-20

SCHD

SCHWAB STRATEGIC TR

-39.51%

Shares1.3M

Event2026-03-31

Filed2026-04-20

BIV

VANGUARD BD INDEX FDS

3.55%

Shares465.1K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

-0.76%

Shares139.6K

Event2026-03-31

Filed2026-04-20

VONG

VANGUARD SCOTTSDALE FDS

-22.53%

Shares319.7K

Event2026-03-31

Filed2026-04-20

CGGO

CAPITAL GROUP GBL GROWTH EQT

-2.20%

Shares1.0M

Event2026-03-31

Filed2026-04-20

TAFM

AB ACTIVE ETFS INC

-2.85%

Shares977.2K

Event2026-03-31

Filed2026-04-20

CGIE

CAPITAL GROUP INTERNATIONAL

-5.07%

Shares728.1K

Event2026-03-31

Filed2026-04-20

SUB

ISHARES TR

5.83%

Shares230.3K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

-3.87%

Shares132.7K

Event2026-03-31

Filed2026-04-20

VUG

VANGUARD INDEX FDS

-8.53%

Shares47.5K

Event2026-03-31

Filed2026-04-20

BND

VANGUARD BD INDEX FDS

13.90%

Shares217.9K

Event2026-03-31

Filed2026-04-20

JPM

JPMORGAN CHASE & CO

6.85%

Shares46.9K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

-2.58%

Shares36.9K

Event2026-03-31

Filed2026-04-20

IJR

ISHARES TR

-9.82%

Shares105.5K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

4.52%

Shares41.8K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON COM INC

7.53%

Shares54.6K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

19.33%

Shares37.3K

Event2026-03-31

Filed2026-04-20

SCHG

SCHWAB STRATEGIC TR

-51.28%

Shares347.4K

Event2026-03-31

Filed2026-04-20

BROADCOM INC

-2.39%

Shares26.4K

Event2026-03-31

Filed2026-04-20

PYLD

PIMCO ETF TR

6.95%

Shares309.8K

Event2026-03-31

Filed2026-04-20

BERKSHIRE HATHAWAY INC DEL

17.53%

Shares16.3K

Event2026-03-31

Filed2026-04-20

VWO

VANGUARD INTL EQUITY INDEX F

1064.07%

Shares138.9K

Event2026-03-31

Filed2026-04-20

VTWO

VANGUARD SCOTTSDALE FDS

33.64%

Shares70.8K

Event2026-03-31

Filed2026-04-20

META

META PLATFORMS INC

13.87%

Shares10.9K

Event2026-03-31

Filed2026-04-20

VISA INC

0.95%

Shares20.3K

Event2026-03-31

Filed2026-04-20

JNJ

JOHNSON & JOHNSON

-1.64%

Shares24.2K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

23.03%

Shares9.5K

Event2026-03-31

Filed2026-04-20

EMXC

ISHARES INC

-4.06%

Shares58.1K

Event2026-03-31

Filed2026-04-20

SCHF

SCHWAB STRATEGIC TR

-2.51%

Shares181.5K

Event2026-03-31

Filed2026-04-20

ABBV

ABBVIE INC

11.12%

Shares19.5K

Event2026-03-31

Filed2026-04-20

TSLA

TESLA INC

1.12%

Shares10.8K

Event2026-03-31

Filed2026-04-20

XOM

EXXON MOBIL CORP

13.02%

Shares23.5K

Event2026-03-31

Filed2026-04-20

NEAR

ISHARES U S ETF TR

6.67%

Shares71.1K

Event2026-03-31

Filed2026-04-20

ALTRIA GROUP INC

-11.74%

Shares54.5K

Event2026-03-31

Filed2026-04-20

CSCO

CISCO SYS INC

-0.21%

Shares44.2K

Event2026-03-31

Filed2026-04-20

CHUBB LTD SWITZ

-1.30%

Shares10.4K

Event2026-03-31

Filed2026-04-20

SPY

STATE STR SPDR S&P 500 ETF T

-2.27%

Shares5.1K

Event2026-03-31

Filed2026-04-20

GILD

GILEAD SCIENCES INC

7.91%

Shares23.5K

Event2026-03-31

Filed2026-04-20

LLY

ELI LILLY & CO

1.16%

Shares3.5K

Event2026-03-31

Filed2026-04-20

USB

US BANCORP

7.49%

Shares60.7K

Event2026-03-31

Filed2026-04-20

MASTERCARD INCORPORATED

-9.73%

Shares6.1K

Event2026-03-31

Filed2026-04-20

TSM

TAIWAN SEMICONDUCTOR MANUFAC

31.91%

Shares8.8K

Event2026-03-31

Filed2026-04-20

MERCK & CO INC

-2.13%

Shares24.2K

Event2026-03-31

Filed2026-04-20

GENERAL DYNAMICS CORP

1.88%

Shares8.3K

Event2026-03-31

Filed2026-04-20

WMT

WALMART INC

1.99%

Shares22.4K

Event2026-03-31

Filed2026-04-20

CVX

CHEVRON CORPORATION

1.24%

Shares13.4K

Event2026-03-31

Filed2026-04-20

AMGN

AMGEN INC

-15.87%

Shares7.7K

Event2026-03-31

Filed2026-04-20

SCHZ

SCHWAB STRATEGIC TR

5.58%

Shares115.1K

Event2026-03-31

Filed2026-04-20

HOME DEPOT INC

1.84%

Shares8.1K

Event2026-03-31

Filed2026-04-20

WDC

WESTERN DIGITAL CORP

New

Shares9.6K

Event2026-03-31

Filed2026-04-20

MICRON TECHNOLOGY INC

314.70%

Shares6.9K

Event2026-03-31

Filed2026-04-20

PEP

PEPSICO INC

-12.45%

Shares15.0K

Event2026-03-31

Filed2026-04-20

MCD

MCDONALDS CORP

-0.89%

Shares7.4K

Event2026-03-31

Filed2026-04-20

BAC

BANK AMERICA CORP

55.12%

Shares47.1K

Event2026-03-31

Filed2026-04-20

COST

COSTCO WHOLESALE CORPORATION

1.71%

Shares2.2K

Event2026-03-31

Filed2026-04-20

BNL

BROADSTONE NET LEASE INC

0.00%

Shares117.9K

Event2026-03-31

Filed2026-04-20

NFLX

NETFLIX INC.

13.49%

Shares22.2K

Event2026-03-31

Filed2026-04-20

VERIZON COMMUNICATIONS INC

3.39%

Shares41.8K

Event2026-03-31

Filed2026-04-20

PARKER-HANNIFIN CORP

4.52%

Shares2.2K

Event2026-03-31

Filed2026-04-20

BIL

SPDR SERIES TRUST

-28.81%

Shares20.7K

Event2026-03-31

Filed2026-04-20

RTX

RTX CORPORATION

1.13%

Shares9.7K

Event2026-03-31

Filed2026-04-20

HCA

HCA HEALTHCARE INC

5.60%

Shares3.8K

Event2026-03-31

Filed2026-04-20

SCHA

SCHWAB STRATEGIC TR

-2.60%

Shares61.6K

Event2026-03-31

Filed2026-04-20

NEE

NEXTERA ENERGY INC

-1.47%

Shares19.1K

Event2026-03-31

Filed2026-04-20

COCA COLA CO

-11.92%

Shares23.1K

Event2026-03-31

Filed2026-04-20

IWM

ISHARES TR

4.89%

Shares7.1K

Event2026-03-31

Filed2026-04-20

ASML

ASML HLDG NV

16.55%

Shares1.3K

Event2026-03-31

Filed2026-04-20

WEC ENERGY GROUP INC

-11.99%

Shares14.6K

Event2026-03-31

Filed2026-04-20

AEP

AMERICAN ELEC PWR CO INC

-19.69%

Shares12.7K

Event2026-03-31

Filed2026-04-20

PHILIP MORRIS INTL INC

-25.37%

Shares10.0K

Event2026-03-31

Filed2026-04-20

LOW

LOWES COS INC

0.35%

Shares6.9K

Event2026-03-31

Filed2026-04-20

VALE

VALE S A

263.04%

Shares101.4K

Event2026-03-31

Filed2026-04-20

PAYX

PAYCHEX INC

-5.45%

Shares17.4K

Event2026-03-31

Filed2026-04-20

CITIGROUP INC

64.43%

Shares14.0K

Event2026-03-31

Filed2026-04-20

PLD

PROLOGIS INC.

-2.59%

Shares12.0K

Event2026-03-31

Filed2026-04-20

LAM RESEARCH CORP

86.29%

Shares7.3K

Event2026-03-31

Filed2026-04-20

DUKE ENERGY CORP NEW

-35.51%

Shares11.7K

Event2026-03-31

Filed2026-04-20

CTAS

CINTAS CORP

-22.31%

Shares9.1K

Event2026-03-31

Filed2026-04-20

GOLDMAN SACHS GROUP INC

41.08%

Shares1.8K

Event2026-03-31

Filed2026-04-20

DEERE & CO

32.67%

Shares2.7K

Event2026-03-31

Filed2026-04-20

DVN

DEVON ENERGY CORP NEW

New

Shares29.1K

Event2026-03-31

Filed2026-04-20

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-03-31

Filed2026-04-20

CAT

CATERPILLAR INC

62.10%

Shares2.0K

Event2026-03-31

Filed2026-04-20

PNC

PNC FINL SVCS GROUP INC

0.21%

Shares6.8K

Event2026-03-31

Filed2026-04-20

VTEB

VANGUARD MUN BD FDS

3.72%

Shares27.9K

Event2026-03-31

Filed2026-04-20

VYM

VANGUARD WHITEHALL FDS

-0.44%

Shares9.2K

Event2026-03-31

Filed2026-04-20

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares3.3K

Event2026-03-31

Filed2026-04-20

AMAT

APPLIED MATLS INC

35.78%

Shares3.7K

Event2026-03-31

Filed2026-04-20

MORGAN STANLEY

30.41%

Shares7.6K

Event2026-03-31

Filed2026-04-20

ASTRAZENECA PLC

New

Shares6.3K

Event2026-03-31

Filed2026-04-20

CTVA

CORTEVA INC

8.72%

Shares14.5K

Event2026-03-31

Filed2026-04-20

PLTR

PALANTIR TECHNOLOGIES INC

-56.65%

Shares8.2K

Event2026-03-31

Filed2026-04-20

AXP

AMERICAN EXPRESS CO

17.28%

Shares3.9K

Event2026-03-31

Filed2026-04-20

VTI

VANGUARD INDEX FDS

3.23%

Shares3.7K

Event2026-03-31

Filed2026-04-20

XLK

SELECT SECTOR SPDR TR

New

Shares8.8K

Event2026-03-31

Filed2026-04-20

MEDTRONIC PLC

-54.65%

Shares13.4K

Event2026-03-31

Filed2026-04-20

GLD

SPDR GOLD TR

81.68%

Shares2.7K

Event2026-03-31

Filed2026-04-20

SYF

SYNCHRONY FINANCIAL

447.70%

Shares16.7K

Event2026-03-31

Filed2026-04-20

KMI

KINDER MORGAN INC DEL

-1.53%

Shares33.6K

Event2026-03-31

Filed2026-04-20

EQNR

EQUINOR ASA

146.57%

Shares26.4K

Event2026-03-31

Filed2026-04-20

EXPE

EXPEDIA GROUP INC

New

Shares4.8K

Event2026-03-31

Filed2026-04-20

ODFL

OLD DOMINION FREIGHT LINE IN

-8.48%

Shares5.7K

Event2026-03-31

Filed2026-04-20

GLW

CORNING INC

12.79%

Shares8.1K

Event2026-03-31

Filed2026-04-20

HSBC

HSBC HLDGS PLC

290.50%

Shares13.3K

Event2026-03-31

Filed2026-04-20

SCHE

SCHWAB STRATEGIC TR

New

Shares32.8K

Event2026-03-31

Filed2026-04-20

AMD

ADVANCED MICRO DEVICES INC

73.62%

Shares5.2K

Event2026-03-31

Filed2026-04-20

BANK NEW YORK MELLON CORP

12.87%

Shares8.9K

Event2026-03-31

Filed2026-04-20

STT

STATE STR CORP

48.44%

Shares8.3K

Event2026-03-31

Filed2026-04-20

UBER

UBER TECHNOLOGIES INC

38.36%

Shares14.5K

Event2026-03-31

Filed2026-04-20

WFC

WELLS FARGO & CO

24.91%

Shares13.1K

Event2026-03-31

Filed2026-04-20

PHM

PULTE GROUP INC

146.82%

Shares8.8K

Event2026-03-31

Filed2026-04-20

EFG

ISHARES TR

-38.54%

Shares8.9K

Event2026-03-31

Filed2026-04-20

SGOV

ISHARES TR

137.54%

Shares9.8K

Event2026-03-31

Filed2026-04-20

EBAY

EBAY INC.

134.99%

Shares10.7K

Event2026-03-31

Filed2026-04-20

RMOP

TIDAL TRUST III

5.46%

Shares38.3K

Event2026-03-31

Filed2026-04-20

FNDF

SCHWAB STRATEGIC TR

-12.74%

Shares19.4K

Event2026-03-31

Filed2026-04-20

HAL

HALLIBURTON CO

New

Shares24.1K

Event2026-03-31

Filed2026-04-20

TRV

TRAVELERS COMPANIES INC

-12.08%

Shares3.1K

Event2026-03-31

Filed2026-04-20

BMY

BRISTOL-MYERS SQUIBB CO

63.98%

Shares15.1K

Event2026-03-31

Filed2026-04-20

CMCSA

COMCAST CORP NEW

2.88%

Shares31.9K

Event2026-03-31

Filed2026-04-20

ISRG

INTUITIVE SURGICAL INC

7.44%

Shares2.0K

Event2026-03-31

Filed2026-04-20

IBKR

INTERACTIVE BROKERS GROUP IN

-9.25%

Shares13.5K

Event2026-03-31

Filed2026-04-20

ISHARES GOLD TR

New

Shares10.1K

Event2026-03-31

Filed2026-04-20

MCO

MOODYS CORP

-23.78%

Shares2.0K

Event2026-03-31

Filed2026-04-20

GE AEROSPACE

2.84%

Shares3.0K

Event2026-03-31

Filed2026-04-20

TPR

TAPESTRY INC

New

Shares6.0K

Event2026-03-31

Filed2026-04-20

GEV

GE VERNOVA INC

21.56%

Shares964

Event2026-03-31

Filed2026-04-20

SPGI

S&P GLOBAL INC

-50.58%

Shares2.0K

Event2026-03-31

Filed2026-04-20

HIG

HARTFORD INSURANCE GROUP INC

11.77%

Shares6.1K

Event2026-03-31

Filed2026-04-20

SLB

SLB LIMITED

179.06%

Shares16.0K

Event2026-03-31

Filed2026-04-20

ARISTA NETWORKS INC

71.05%

Shares6.5K

Event2026-03-31

Filed2026-04-20

SOUTHERN CO

-51.44%

Shares8.3K

Event2026-03-31

Filed2026-04-20

IGSB

ISHARES TR

28.88%

Shares15.2K

Event2026-03-31

Filed2026-04-20

FIX

COMFORT SYS USA INC

7.37%

Shares568

Event2026-03-31

Filed2026-04-20

TJX

TJX COS INC NEW

6.69%

Shares4.8K

Event2026-03-31

Filed2026-04-20

ABT

ABBOTT LABORATORIES

-31.34%

Shares7.5K

Event2026-03-31

Filed2026-04-20

ECL

ECOLAB INC

-45.61%

Shares2.9K

Event2026-03-31

Filed2026-04-20

HON

HONEYWELL INTL INC

65.64%

Shares3.4K

Event2026-03-31

Filed2026-04-20

MMM

3M CO

19.52%

Shares5.2K

Event2026-03-31

Filed2026-04-20

ETR

ENTERGY CORP NEW

-21.97%

Shares6.7K

Event2026-03-31

Filed2026-04-20

APH

AMPHENOL CORP

20.14%

Shares5.6K

Event2026-03-31

Filed2026-04-20

LMT

LOCKHEED MARTIN CORP

1.20%

Shares1.2K

Event2026-03-31

Filed2026-04-20

LPLA

LPL FINL HLDGS INC

-23.32%

Shares2.4K

Event2026-03-31

Filed2026-04-20

BLACKROCK INC

24.96%

Shares731

Event2026-03-31

Filed2026-04-20

DIS

DISNEY WALT CO

18.08%

Shares7.3K

Event2026-03-31

Filed2026-04-20

RYAAY

RYANAIR HOLDINGS PLC

91.54%

Shares12.0K

Event2026-03-31

Filed2026-04-20

COF

CAPITAL ONE FINL CORP

90.28%

Shares3.8K

Event2026-03-31

Filed2026-04-20

WRB

BERKLEY W R CORP

-11.03%

Shares10.4K

Event2026-03-31

Filed2026-04-20

LHX

L3HARRIS TECHNOLOGIES INC

18.31%

Shares2.0K

Event2026-03-31

Filed2026-04-20

NEM

NEWMONT CORP

173.09%

Shares6.4K

Event2026-03-31

Filed2026-04-20

SHOP

SHOPIFY INC

32.81%

Shares5.8K

Event2026-03-31

Filed2026-04-20

TDY

TELEDYNE TECHNOLOGIES INC

-10.23%

Shares1.1K

Event2026-03-31

Filed2026-04-20

APOLLO GLOBAL MGMT INC

243.74%

Shares6.1K

Event2026-03-31

Filed2026-04-20

MTB

M & T BK CORP

51.20%

Shares3.3K

Event2026-03-31

Filed2026-04-20

FCX

FREEPORT MCMORAN INC

New

Shares11.5K

Event2026-03-31

Filed2026-04-20

UTWO

RBB FD INC

-12.10%

Shares13.9K

Event2026-03-31

Filed2026-04-20

EMR

EMERSON ELEC CO

-9.36%

Shares5.1K

Event2026-03-31

Filed2026-04-20

COLGATE PALMOLIVE CO

-19.68%

Shares7.9K

Event2026-03-31

Filed2026-04-20

MCK

MCKESSON CORP

-4.58%

Shares771

Event2026-03-31

Filed2026-04-20

ALLE

ALLEGION PLC

-5.84%

Shares4.6K

Event2026-03-31

Filed2026-04-20

ZWS

ZURN ELKAY WATER SOLNS CORP

-9.63%

Shares14.8K

Event2026-03-31

Filed2026-04-20

ENI SPA

New

Shares11.7K

Event2026-03-31

Filed2026-04-20

TROW

PRICE T ROWE GROUP INC

67.74%

Shares7.3K

Event2026-03-31

Filed2026-04-20

INTC

INTEL CORP

59.82%

Shares14.9K

Event2026-03-31

Filed2026-04-20

SPGM

SPDR INDEX SHS FDS

-1.10%

Shares8.6K

Event2026-03-31

Filed2026-04-20

TFC

TRUIST FINL CORP

48.65%

Shares14.2K

Event2026-03-31

Filed2026-04-20

FOSL

FOSSIL GROUP INC

0.00%

Shares150.0K

Event2026-03-31

Filed2026-04-20

CIEN

CIENA CORP

New

Shares1.7K

Event2026-03-31

Filed2026-04-20

LYB

LYONDELLBASELL INDUSTRIES NV

New

Shares7.8K

Event2026-03-31

Filed2026-04-20

TMO

THERMO FISHER SCIENTIFIC INC

42.35%

Shares1.3K

Event2026-03-31

Filed2026-04-20

NDSN

NORDSON CORP

-9.15%

Shares2.3K

Event2026-03-31

Filed2026-04-20

SCHW

SCHWAB CHARLES CORP

118.51%

Shares6.6K

Event2026-03-31

Filed2026-04-20

MGA

MAGNA INTL INC

New

Shares11.0K

Event2026-03-31

Filed2026-04-20

RACE

FERRARI N V

-33.02%

Shares1.8K

Event2026-03-31

Filed2026-04-20

ORCL

ORACLE CORP

11.96%

Shares4.1K

Event2026-03-31

Filed2026-04-20

IJH

ISHARES TR

-2.39%

Shares8.9K

Event2026-03-31

Filed2026-04-20

SAP

SAP SE

8.76%

Shares3.5K

Event2026-03-31

Filed2026-04-20

KLAC

KLA CORP

45.85%

Shares404

Event2026-03-31

Filed2026-04-20

CENCORA INC

-4.86%

Shares1.9K

Event2026-03-31

Filed2026-04-20

SONY

SONY GROUP CORP

29.55%

Shares28.5K

Event2026-03-31

Filed2026-04-20

AGG

ISHARES TR

49.67%

Shares5.9K

Event2026-03-31

Filed2026-04-20

ROL

ROLLINS INC

-12.17%

Shares10.9K

Event2026-03-31

Filed2026-04-20

ACWI

ISHARES TR

32.15%

Shares4.2K

Event2026-03-31

Filed2026-04-20

PFE

PFIZER INC

15.36%

Shares20.7K

Event2026-03-31

Filed2026-04-20

CRM

SALESFORCE INC

51.73%

Shares3.1K

Event2026-03-31

Filed2026-04-20

REGIONS FINANCIAL CORP NEW

18.76%

Shares21.8K

Event2026-03-31

Filed2026-04-20

EOG

EOG RES INC

New

Shares3.9K

Event2026-03-31

Filed2026-04-20

UNH

UNITEDHEALTH GROUP INC

-36.96%

Shares2.1K

Event2026-03-31

Filed2026-04-20

ULS

UL SOLUTIONS INC

-16.51%

Shares6.5K

Event2026-03-31

Filed2026-04-20

NATWEST GROUP PLC

12.53%

Shares37.1K

Event2026-03-31

Filed2026-04-20

IVV

ISHARES TR

3.07%

Shares840

Event2026-03-31

Filed2026-04-20

XMTR

XOMETRY INC

4.58%

Shares13.4K

Event2026-03-31

Filed2026-04-20

SAN

BANCO SANTANDER SA

41.90%

Shares48.5K

Event2026-03-31

Filed2026-04-20

ARQT

ARCUTIS BIOTHERAPEUTICS INC

4.07%

Shares23.1K

Event2026-03-31

Filed2026-04-20

EFXT

ENERFLEX LTD

New

Shares25.9K

Event2026-03-31

Filed2026-04-20

LII

LENNOX INTL INC

-20.87%

Shares1.2K

Event2026-03-31

Filed2026-04-20

PROCTER & GAMBLE CO

-14.47%

Shares3.7K

Event2026-03-31

Filed2026-04-20

MET

METLIFE INC

-4.07%

Shares7.6K

Event2026-03-31

Filed2026-04-20

IBM

INTERNATIONAL BUSINESS MACHS

3.83%

Shares2.2K

Event2026-03-31

Filed2026-04-20

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

New

Shares8.6K

Event2026-03-31

Filed2026-04-20

UNP

UNION PAC CORP

26.49%

Shares2.2K

Event2026-03-31

Filed2026-04-20

BBDO

BANCO BRADESCO S A

New

Shares157.5K

Event2026-03-31

Filed2026-04-20

CARR

CARRIER GLOBAL CORPORATION

34.62%

Shares9.2K

Event2026-03-31

Filed2026-04-20

NET

CLOUDFLARE INC

5.66%

Shares2.5K

Event2026-03-31

Filed2026-04-20

MARVELL TECHNOLOGY INC

New

Shares5.2K

Event2026-03-31

Filed2026-04-20

MSCI

MSCI INC

-45.81%

Shares945

Event2026-03-31

Filed2026-04-20

BKNG

BOOKING HOLDINGS INC

26.32%

Shares120

Event2026-03-31

Filed2026-04-20

CMI

CUMMINS INC

New

Shares937

Event2026-03-31

Filed2026-04-20

PEG

PUBLIC SVC ENTERPRISE GROUP

-29.79%

Shares6.2K

Event2026-03-31

Filed2026-04-20

IYW

ISHARES TR

-79.34%

Shares2.8K

Event2026-03-31

Filed2026-04-20

BLACKSTONE INC

1.05%

Shares4.3K

Event2026-03-31

Filed2026-04-20

KGC

KINROSS GOLD CORP

New

Shares16.2K

Event2026-03-31

Filed2026-04-20

GENERAL MTRS CO

New

Shares6.6K

Event2026-03-31

Filed2026-04-20

VRTX

VERTEX PHARMACEUTICALS INC

-26.19%

Shares1.1K

Event2026-03-31

Filed2026-04-20

PANW

PALO ALTO NETWORKS INC

85.49%

Shares3.0K

Event2026-03-31

Filed2026-04-20

AMT

AMERICAN TOWER CORP

-30.95%

Shares2.8K

Event2026-03-31

Filed2026-04-20

COP

CONOCOPHILLIPS

New

Shares3.6K

Event2026-03-31

Filed2026-04-20

RCL

ROYAL CARIBBEAN GROUP

18.36%

Shares1.7K

Event2026-03-31

Filed2026-04-20

HP INC

115.38%

Shares24.2K

Event2026-03-31

Filed2026-04-20

PBR

PETROLEO BRASILEIRO S A

New

Shares22.3K

Event2026-03-31

Filed2026-04-20

PRU

PRUDENTIAL FINL INC

-11.08%

Shares4.7K

Event2026-03-31

Filed2026-04-20

BSV

VANGUARD BD INDEX FDS

36.21%

Shares5.7K

Event2026-03-31

Filed2026-04-20

DBEF

DBX ETF TR

0.00%

Shares9.1K

Event2026-03-31

Filed2026-04-20

QCOM

QUALCOMM INC

99.08%

Shares3.5K

Event2026-03-31

Filed2026-04-20

BBVA

BANCO BILBAO VIZCAYA ARGENTA

8.07%

Shares20.5K

Event2026-03-31

Filed2026-04-20

SAIA

SAIA INC

-7.84%

Shares1.2K

Event2026-03-31

Filed2026-04-20

TXN

TEXAS INSTRS INC

64.29%

Shares2.3K

Event2026-03-31

Filed2026-04-20

TRGP

TARGA RES CORP

New

Shares1.7K

Event2026-03-31

Filed2026-04-20

BJS WHSL CLUB HLDGS INC

-12.01%

Shares4.4K

Event2026-03-31

Filed2026-04-20

FAST

FASTENAL CO

2.54%

Shares9.3K

Event2026-03-31

Filed2026-04-20

COOPER COS INC

-15.97%

Shares6.1K

Event2026-03-31

Filed2026-04-20

FIS

FIDELITY NATL INFORMATION SV

New

Shares9.2K

Event2026-03-31

Filed2026-04-20

JKHY

HENRY JACK & ASSOC INC

-15.34%

Shares2.7K

Event2026-03-31

Filed2026-04-20

CALX

CALIX INC

-8.90%

Shares8.8K

Event2026-03-31

Filed2026-04-20

PFG

PRINCIPAL FINANCIAL GROUP IN

24.28%

Shares4.8K

Event2026-03-31

Filed2026-04-20

BTI

BRITISH AMERN TOB PLC

29.98%

Shares7.3K

Event2026-03-31

Filed2026-04-20

ACCENTURE PLC IRELAND

36.00%

Shares2.2K

Event2026-03-31

Filed2026-04-20

EMBJ

EMBRAER S.A.

-17.70%

Shares7.2K

Event2026-03-31

Filed2026-04-20

ZTS

ZOETIS INC

-29.99%

Shares3.6K

Event2026-03-31

Filed2026-04-20

WSO

WATSCO INC

-9.73%

Shares1.2K

Event2026-03-31

Filed2026-04-20

JACOBS SOLUTIONS INC

-5.17%

Shares3.3K

Event2026-03-31

Filed2026-04-20

ANGLOGOLD ASHANTI PLC

New

Shares4.2K

Event2026-03-31

Filed2026-04-20

BLOOM ENERGY CORP

New

Shares3.0K

Event2026-03-31

Filed2026-04-20

TTAN

SERVICETITAN INC

25.49%

Shares6.4K

Event2026-03-31

Filed2026-04-20

QUAL

ISHARES TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-20

FLEX

FLEXTRONICS INTL LTD

New

Shares6.2K

Event2026-03-31

Filed2026-04-20

WEIBO CORP

New

Shares46.1K

Event2026-03-31

Filed2026-04-20

ICE

INTERCONTINENTAL EXCHANGE IN

2.44%

Shares2.6K

Event2026-03-31

Filed2026-04-20

JBL

JABIL INC

New

Shares1.5K

Event2026-03-31

Filed2026-04-20

IWB

ISHARES TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-20

SPYG

SPDR SERIES TRUST

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-20

NVO

NOVO-NORDISK A S

15.26%

Shares10.9K

Event2026-03-31

Filed2026-04-20

FDX

FEDEX CORP

New

Shares1.1K

Event2026-03-31

Filed2026-04-20

BHP

BHP BILLITON LIMITED

New

Shares5.5K

Event2026-03-31

Filed2026-04-20

EFX

EQUIFAX INC

-15.88%

Shares2.2K

Event2026-03-31

Filed2026-04-20

DGRO

ISHARES TR

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-20

BFAM

BRIGHT HORIZONS FAM SOL IN D

19.38%

Shares4.8K

Event2026-03-31

Filed2026-04-20

PSX

PHILLIPS 66

New

Shares2.1K

Event2026-03-31

Filed2026-04-20

EQR

EQUITY RESIDENTIAL

-45.09%

Shares6.6K

Event2026-03-31

Filed2026-04-20

DEUTSCHE BK AG

-20.72%

Shares13.1K

Event2026-03-31

Filed2026-04-20

BP PLC

New

Shares8.2K

Event2026-03-31

Filed2026-04-20

USFD

US FOODS HLDG CORP

New

Shares4.1K

Event2026-03-31

Filed2026-04-20

BARRICK MNG CORP

83.28%

Shares9.3K

Event2026-03-31

Filed2026-04-20

INVESCO QQQ TR

1.71%

Shares654

Event2026-03-31

Filed2026-04-20

MUB

ISHARES TR

New

Shares3.5K

Event2026-03-31

Filed2026-04-20

XLV

SELECT SECTOR SPDR TR

New

Shares2.6K

Event2026-03-31

Filed2026-04-20

TRANE TECHNOLOGIES PLC

New

Shares894

Event2026-03-31

Filed2026-04-20

APA CORPORATION

New

Shares8.7K

Event2026-03-31

Filed2026-04-20

ASX

ASE TECHNOLOGY HLDG CO LTD

New

Shares17.0K

Event2026-03-31

Filed2026-04-20

CEMEX SA EURO MTN BE 144A

New

Shares32.2K

Event2026-03-31

Filed2026-04-20

SYK

STRYKER CORPORATION

17.92%

Shares1.1K

Event2026-03-31

Filed2026-04-20

FSM

FORTUNA MNG CORP

New

Shares36.7K

Event2026-03-31

Filed2026-04-20

VMC

VULCAN MATLS CO

11.51%

Shares1.3K

Event2026-03-31

Filed2026-04-20

STZ

CONSTELLATION BRANDS INC

4.93%

Shares2.4K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

2.81%

Shares1.4K

Event2026-03-31

Filed2026-04-20

IWD

ISHARES TR

-17.36%

Shares1.7K

Event2026-03-31

Filed2026-04-20

AT&T INC

New

Shares12.4K

Event2026-03-31

Filed2026-04-20

DLTR

DOLLAR TREE INC

New

Shares3.3K

Event2026-03-31

Filed2026-04-20

BBIO

BRIDGEBIO PHARMA INC

5.51%

Shares4.8K

Event2026-03-31

Filed2026-04-20

ING

ING GROEP N.V.

New

Shares13.6K

Event2026-03-31

Filed2026-04-20

MPC

MARATHON PETE CORP

New

Shares1.4K

Event2026-03-31

Filed2026-04-20

ALL

ALLSTATE CORP

-22.43%

Shares1.7K

Event2026-03-31

Filed2026-04-20

XLY

SELECT SECTOR SPDR TR

New

Shares3.2K

Event2026-03-31

Filed2026-04-20

INTU

INTUIT

-27.08%

Shares808

Event2026-03-31

Filed2026-04-20

IEFA

ISHARES TR

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-20

NVT

NVENT ELEC PLC

1.52%

Shares2.9K

Event2026-03-31

Filed2026-04-20

UPS

UNITED PARCEL SVCS INC

11.28%

Shares3.5K

Event2026-03-31

Filed2026-04-20

WBD

WARNER BROS DISCOVERY INC

New

Shares12.5K

Event2026-03-31

Filed2026-04-20

VLO

VALERO ENERGY CORP

New

Shares1.4K

Event2026-03-31

Filed2026-04-20

UAL

UNITED AIRLS HLDGS INC

New

Shares3.7K

Event2026-03-31

Filed2026-04-20

IWF

ISHARES TR

0.00%

Shares797

Event2026-03-31

Filed2026-04-20

CHIPMOS TECHNOLOGIES INC

New

Shares9.5K

Event2026-03-31

Filed2026-04-20

TWLO

TWILIO INC

16.39%

Shares2.7K

Event2026-03-31

Filed2026-04-20

NYF

ISHARES TR

68.45%

Shares6.4K

Event2026-03-31

Filed2026-04-20

TGT

TARGET CORP

New

Shares2.8K

Event2026-03-31

Filed2026-04-20

DHR

DANAHER CORP DEL

26.91%

Shares1.7K

Event2026-03-31

Filed2026-04-20

JCI

JOHNSON CONTROLS INTERNATION

New

Shares2.5K

Event2026-03-31

Filed2026-04-20

XLE

SELECT SECTOR SPDR TR

New

Shares5.4K

Event2026-03-31

Filed2026-04-20

CHH

CHOICE HOTELS INTL INC

0.63%

Shares3.2K

Event2026-03-31

Filed2026-04-20

APP

APPLOVIN CORP

-17.40%

Shares826

Event2026-03-31

Filed2026-04-20

CRWD

CROWDSTRIKE HLDGS INC

-17.58%

Shares839

Event2026-03-31

Filed2026-04-20

SITE

SITEONE LANDSCAPE SUPPLY INC

-12.15%

Shares2.5K

Event2026-03-31

Filed2026-04-20

ARCC

ARES CAPITAL CORP

0.89%

Shares18.1K

Event2026-03-31

Filed2026-04-20

TRMB

TRIMBLE INC

-11.19%

Shares5.0K

Event2026-03-31

Filed2026-04-20

ITW

ILLINOIS TOOL WKS INC

48.44%

Shares1.2K

Event2026-03-31

Filed2026-04-20

DHI

D R HORTON INC

New

Shares2.3K

Event2026-03-31

Filed2026-04-20

HLT

HILTON WORLDWIDE HLDGS INC

-5.63%

Shares1.1K

Event2026-03-31

Filed2026-04-20

DAL

DELTA AIR LINES INC

New

Shares4.8K

Event2026-03-31

Filed2026-04-20

ADI

ANALOG DEVICES INC

New

Shares1.0K

Event2026-03-31

Filed2026-04-20

OLED

UNIVERSAL DISPLAY CORP

12.19%

Shares3.5K

Event2026-03-31

Filed2026-04-20

BOEING CO

45.25%

Shares1.6K

Event2026-03-31

Filed2026-04-20

SBUX

STARBUCKS CORP

13.66%

Shares3.5K

Event2026-03-31

Filed2026-04-20

POOL

POOL CORP

1.43%

Shares1.6K

Event2026-03-31

Filed2026-04-20

XEL

XCEL ENERGY INC

-56.16%

Shares3.9K

Event2026-03-31

Filed2026-04-20

BIIB

BIOGEN INC

New

Shares1.7K

Event2026-03-31

Filed2026-04-20

ZBRA

ZEBRA TECHNOLOGIES CORPORATI

-12.60%

Shares1.5K

Event2026-03-31

Filed2026-04-20

HUBBELL INC

-10.32%

Shares626

Event2026-03-31

Filed2026-04-20

CRAK

VANECK ETF TRUST

New

Shares6.2K

Event2026-03-31

Filed2026-04-20

BABA

ALIBABA GROUP HLDG LTD

New

Shares2.4K

Event2026-03-31

Filed2026-04-20

EFV

ISHARES TR

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-20

XLI

SELECT SECTOR SPDR TR

New

Shares1.9K

Event2026-03-31

Filed2026-04-20

FMS

FRESENIUS MEDICAL CARE AG

New

Shares13.3K

Event2026-03-31

Filed2026-04-20

XLC

SELECT SECTOR SPDR TR

New

Shares2.7K

Event2026-03-31

Filed2026-04-20

VRT

VERTIV HOLDINGS CO

New

Shares1.2K

Event2026-03-31

Filed2026-04-20

RIO

RIO TINTO PLC

New

Shares3.2K

Event2026-03-31

Filed2026-04-20

TMP

TOMPKINS FINL CORP

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-20

PSLV

SPROTT ASSET MANAGEMENT LP

New

Shares12.2K

Event2026-03-31

Filed2026-04-20

FITB

FIFTH THIRD BANCORP

-17.71%

Shares6.4K

Event2026-03-31

Filed2026-04-20

APTIV PLC

New

Shares4.2K

Event2026-03-31

Filed2026-04-20

SHEL

SHELL PLC

New

Shares3.1K

Event2026-03-31

Filed2026-04-20

BSY

BENTLEY SYS INC

-35.99%

Shares8.3K

Event2026-03-31

Filed2026-04-20

TOST

TOAST INC

9.46%

Shares11.0K

Event2026-03-31

Filed2026-04-20

NOW

SERVICENOW INC

-29.67%

Shares2.8K

Event2026-03-31

Filed2026-04-20

ADBE

ADOBE INC

-18.25%

Shares1.2K

Event2026-03-31

Filed2026-04-20

HMC

HONDA MOTOR CO LTD

New

Shares11.9K

Event2026-03-31

Filed2026-04-20

PFIS

PEOPLES FINL SVCS CORP

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-20

KMB

KIMBERLY-CLARK CORP

-49.43%

Shares3.0K

Event2026-03-31

Filed2026-04-20

MAS

MASCO CORP

-16.51%

Shares4.7K

Event2026-03-31

Filed2026-04-20

IYF

ISHARES TR

New

Shares2.4K

Event2026-03-31

Filed2026-04-20

RMD

RESMED INC

-26.54%

Shares1.3K

Event2026-03-31

Filed2026-04-20

VCSH

VANGUARD SCOTTSDALE FDS

-30.11%

Shares3.6K

Event2026-03-31

Filed2026-04-20

THC

TENET HEALTHCARE CORP

8.33%

Shares1.5K

Event2026-03-31

Filed2026-04-20

NOBL

PROSHARES TR

New

Shares2.7K

Event2026-03-31

Filed2026-04-20

OLLI

OLLIES BARGAIN OUTLET HLDGS

-23.90%

Shares3.0K

Event2026-03-31

Filed2026-04-20

ADP

AUTOMATIC DATA PROCESSING IN

-21.54%

Shares1.4K

Event2026-03-31

Filed2026-04-20

HLNE

HAMILTON LANE INC

20.60%

Shares2.8K

Event2026-03-31

Filed2026-04-20

EFA

ISHARES TR

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-20

COWZ

PACER FDS TR

New

Shares4.4K

Event2026-03-31

Filed2026-04-20

LINDE PLC

New

Shares545

Event2026-03-31

Filed2026-04-20

HEFA

ISHARES TR

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-20

ISHARES TR

New

Shares7.8K

Event2026-03-31

Filed2026-04-20

CYTK

CYTOKINETICS INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-20

VICI

VICI PPTYS INC

-50.83%

Shares9.6K

Event2026-03-31

Filed2026-04-20

BROADRIDGE FINL SOLUTIONS IN

-60.73%

Shares1.6K

Event2026-03-31

Filed2026-04-20

CACC

CREDIT ACCEP CORP MICH

-7.03%

Shares608

Event2026-03-31

Filed2026-04-20

ZOOM COMMUNICATIONS INC

New

Shares3.2K

Event2026-03-31

Filed2026-04-20

ABNB

AIRBNB INC

29.98%

Shares2.0K

Event2026-03-31

Filed2026-04-20

EIX

EDISON INTL

-17.31%

Shares3.5K

Event2026-03-31

Filed2026-04-20

PYPL

PAYPAL HLDGS INC

New

Shares5.6K

Event2026-03-31

Filed2026-04-20

NUE

NUCOR CORP

New

Shares1.5K

Event2026-03-31

Filed2026-04-20

DELL

DELL TECHNOLOGIES INC

New

Shares1.5K

Event2026-03-31

Filed2026-04-20

THO

THOR INDS INC

-17.42%

Shares3.2K

Event2026-03-31

Filed2026-04-20

ALGN

ALIGN TECHNOLOGY INC

New

Shares1.5K

Event2026-03-31

Filed2026-04-20

CMS

CMS ENERGY CORP

-27.22%

Shares3.2K

Event2026-03-31

Filed2026-04-20

CVS

CVS HEALTH CORP

New

Shares3.5K

Event2026-03-31

Filed2026-04-20

REMX

VANECK ETF TRUST

-10.37%

Shares2.8K

Event2026-03-31

Filed2026-04-20

SHW

SHERWIN WILLIAMS CO

New

Shares764

Event2026-03-31

Filed2026-04-20

PNR

PENTAIR PLC

-7.18%

Shares2.8K

Event2026-03-31

Filed2026-04-20

CONSOLIDATED EDISON INC

-57.55%

Shares2.1K

Event2026-03-31

Filed2026-04-20

UTEN

RBB FD INC

-69.82%

Shares5.5K

Event2026-03-31

Filed2026-04-20

XYL

XYLEM INC

-5.79%

Shares2.0K

Event2026-03-31

Filed2026-04-20

GWW

WW GRAINGER INC

-41.29%

Shares219

Event2026-03-31

Filed2026-04-20

HST

HOST HOTELS & RESORTS INC

New

Shares12.4K

Event2026-03-31

Filed2026-04-20

NTRA

NATERA INC

-20.36%

Shares1.2K

Event2026-03-31

Filed2026-04-20

IDXX

IDEXX LABS INC

-4.56%

Shares419

Event2026-03-31

Filed2026-04-20

ASND

ASCENDIS PHARMA A/S

-12.02%

Shares1.0K

Event2026-03-31

Filed2026-04-20

WPC

WP CAREY INC

0.58%

Shares3.4K

Event2026-03-31

Filed2026-04-20

AFL

AFLAC INC

-8.16%

Shares2.1K

Event2026-03-31

Filed2026-04-20

NOC

NORTHROP GRUMMAN CORP

New

Shares334

Event2026-03-31

Filed2026-04-20

CSL

CARLISLE COS INC

New

Shares682

Event2026-03-31

Filed2026-04-20

BAP

CREDICORP LTD

New

Shares667

Event2026-03-31

Filed2026-04-20

ONC

BEONE MEDICINES LTD

-3.68%

Shares758

Event2026-03-31

Filed2026-04-20

EXPO

EXPONENT INC

-3.58%

Shares3.4K

Event2026-03-31

Filed2026-04-20

PWR

QUANTA SVCS INC

New

Shares404

Event2026-03-31

Filed2026-04-20

YUMC

YUM CHINA HLDGS INC

New

Shares4.5K

Event2026-03-31

Filed2026-04-20

WASTE MGMT INC DEL

New

Shares956

Event2026-03-31

Filed2026-04-20

BPOP

POPULAR INC

New

Shares1.6K

Event2026-03-31

Filed2026-04-20

SUSC

ISHARES TR

7.21%

Shares9.5K

Event2026-03-31

Filed2026-04-20

CRH PLC

New

Shares2.1K

Event2026-03-31

Filed2026-04-20

SLV

ISHARES SILVER TR

-66.58%

Shares3.2K

Event2026-03-31

Filed2026-04-20

CBOE

CBOE GLOBAL MKTS INC

New

Shares774

Event2026-03-31

Filed2026-04-20

PPL

PPL CORP

New

Shares5.7K

Event2026-03-31

Filed2026-04-20

NDAQ

NASDAQ INC

24.37%

Shares2.6K

Event2026-03-31

Filed2026-04-20

NEKTAR THERAPEUTICS

New

Shares3.0K

Event2026-03-31

Filed2026-04-20

ADM

ARCHER DANIELS MIDLAND CO

New

Shares3.0K

Event2026-03-31

Filed2026-04-20

DASH

DOORDASH INC

-15.76%

Shares1.4K

Event2026-03-31

Filed2026-04-20

HWM

HOWMET AEROSPACE INC

New

Shares940

Event2026-03-31

Filed2026-04-20

FTNT

FORTINET INC

New

Shares2.6K

Event2026-03-31

Filed2026-04-20

FORD MTR CO

New

Shares18.6K

Event2026-03-31

Filed2026-04-20

MPWR

MONOLITHIC PWR SYS INC

New

Shares196

Event2026-03-31

Filed2026-04-20

VTV

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-20

MNST

MONSTER BEVERAGE CORP NEW

New

Shares2.9K

Event2026-03-31

Filed2026-04-20

WMB

WILLIAMS COS INC

New

Shares2.9K

Event2026-03-31

Filed2026-04-20

CMG

CHIPOTLE MEXICAN GRILL INC

-9.45%

Shares6.5K

Event2026-03-31

Filed2026-04-20

KTOS

KRATOS DEFENSE & SEC SOLUTIO

-19.07%

Shares3.0K

Event2026-03-31

Filed2026-04-20

YUM

YUM BRANDS INC

-4.54%

Shares1.3K

Event2026-03-31

Filed2026-04-20

EATON CORP PLC

New

Shares584

Event2026-03-31

Filed2026-04-20

NVS

NOVARTIS AG

New

Shares1.4K

Event2026-03-31

Filed2026-04-20

BXMT

BLACKSTONE MORTGAGE TRUST IN

0.00%

Shares10.8K

Event2026-03-31

Filed2026-04-20

BHC

BAUSCH HEALTH COS INC

New

Shares38.1K

Event2026-03-31

Filed2026-04-20

IYLD

ISHARES TR

0.00%

Shares9.4K

Event2026-03-31

Filed2026-04-20

FOXA

FOX CORP

New

Shares3.5K

Event2026-03-31

Filed2026-04-20

HOOD

ROBINHOOD MKTS INC

New

Shares2.9K

Event2026-03-31

Filed2026-04-20

KKR & CO INC

New

Shares2.2K

Event2026-03-31

Filed2026-04-20

URI

UNITED RENTALS INC

New

Shares276

Event2026-03-31

Filed2026-04-20

EAGG

ISHARES TR

New

Shares4.2K

Event2026-03-31

Filed2026-04-20

VODAFONE GROUP PLC

New

Shares13.3K

Event2026-03-31

Filed2026-04-20

SIBN

SI BONE INC

New

Shares15.0K

Event2026-03-31

Filed2026-04-20

MUFG

MITSUBISHI UFJ FINANCIAL GRO

New

Shares11.1K

Event2026-03-31

Filed2026-04-20

OBDC

BLUE OWL CAPITAL CORPORATION

0.00%

Shares16.4K

Event2026-03-31

Filed2026-04-20

LYG

LLOYDS BANKING GROUP PLC

New

Shares36.0K

Event2026-03-31

Filed2026-04-20

ENVX

ENOVIX CORPORATION

0.01%

Shares34.6K

Event2026-03-31

Filed2026-04-20

INMD

INMODE LTD

New

Shares11.8K

Event2026-03-31

Filed2026-04-20

TDUP

THREDUP INC

22.72%

Shares38.5K

Event2026-03-31

Filed2026-04-20

MFG

MIZUHO FINANCIAL GROUP INC

New

Shares15.2K

Event2026-03-31

Filed2026-04-20

FWRG

FIRST WATCH RESTAURANT GROUP

-3.03%

Shares10.2K

Event2026-03-31

Filed2026-04-20

ITUB

ITAU UNIBANCO HLDG S A

New

Shares11.6K

Event2026-03-31

Filed2026-04-20

TRAK

REPOSITRAK INC

0.00%

Shares12.8K

Event2026-03-31

Filed2026-04-20

PTON

PELOTON INTERACTIVE INC

0.00%

Shares13.4K

Event2026-03-31

Filed2026-04-20

JBLU

JETBLUE AIRWAYS CORP

New

Shares10.0K

Event2026-03-31

Filed2026-04-20

IVVD

INVIVYD INC

New

Shares15.0K

Event2026-03-31

Filed2026-04-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

SPY Put PutSTATE STR SPDR S&P 500 ETF T37.5K sharesnew addition2026-03-312026-04-20

SPY Put

STATE STR SPDR S&P 500 ETF T

New

Shares37.5K

Event2026-03-31

Filed2026-04-20