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The Analysis of Magnus Financial Group LLC's Holdings & P&L

Currently, Magnus Financial Group LLC holds 369 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in IBIT (+322.8K shares, valued at $12.4M), N/A (+355.6K shares, valued at $4.1M), SPYV (+71.5K shares, valued at $4.0M); decreased their positions in BITB (-293.1K shares, valued at $10.8M), BDYN (-220.0K shares, valued at $5.3M), SCHG (-150.2K shares, valued at $4.4M); initiated new positions in N/A (+355.6K shares, valued at $4.1M), N/A (+82.0K shares, valued at $2.1M), PHYS (+30.3K shares, valued at $1.1M).

1M P&L

+31.5M+2.62%

3M P&L

-372.0M-23.16%

HY P&L

-328.8M-21.04%

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/A894.9M

78.0%

2Consumer Electronics35.0M

3.1%

3Software - Infrastructure21.8M

1.9%

Top Industries by Stock Count

1N/A186 stocks

54.4%

2Oil & Gas Midstream9 stocks

2.6%

3Semiconductors8 stocks

2.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYV SPDR SERIES TRUST1.8M shares4.05%2026-03-312026-04-10

VUG VANGUARD INDEX FDS137.4K shares-0.55%2026-03-312026-04-10

IJH ISHARES TR858.3K shares5.33%2026-03-312026-04-10

IEMG ISHARES INC579.4K shares2.97%2026-03-312026-04-10

IJR ISHARES TR318.5K shares3.68%2026-03-312026-04-10

TPYP TORTOISE CAPITAL SERIES TRUS850.2K shares-1.24%2026-03-312026-04-10

AAPL APPLE INC138.1K shares-6.06%2026-03-312026-04-10

FPE FIRST TR EXCH TRADED FD III1.9M shares5.84%2026-03-312026-04-10

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F505.2K shares8.11%2026-03-312026-04-10

IYF ISHARES TR206.6K shares2.98%2026-03-312026-04-10

IBIT ISHARES BITCOIN TRUST ETF630.6K shares104.85%2026-03-312026-04-10

JCPB J P MORGAN EXCHANGE TRADED F493.8K shares17.49%2026-03-312026-04-10

SPY STATE STR SPDR S&P 500 ETF T26.8K shares1.82%2026-03-312026-04-10

IYR ISHARES TR175.5K shares5.75%2026-03-312026-04-10

JPIE J P MORGAN EXCHANGE TRADED F358.0K shares6.73%2026-03-312026-04-10

JPM JPMORGAN CHASE & CO54.6K shares-4.58%2026-03-312026-04-10

Sponsored

AMZN AMAZON COM INC73.9K shares-3.14%2026-03-312026-04-10

GSAT GLOBALSTAR INC229.1K shares0.00%2026-03-312026-04-10

SPYG SPDR SERIES TRUST146.2K shares-0.19%2026-03-312026-04-10

JEPI J P MORGAN EXCHANGE TRADED F252.1K shares-1.27%2026-03-312026-04-10

JHMD JOHN HANCOCK EXCHANGE TRADED329.7K shares1.37%2026-03-312026-04-10

JMUB J P MORGAN EXCHANGE TRADED F277.0K shares3.07%2026-03-312026-04-10

VWO VANGUARD INTL EQUITY INDEX F237.9K shares6.36%2026-03-312026-04-10

AVDV AMERICAN CENTY ETF TR118.8K shares5.63%2026-03-312026-04-10

Sponsored

ALPHABET INC ALPHABET INC40.6K shares-1.14%2026-03-312026-04-10

VCSH VANGUARD SCOTTSDALE FDS143.1K shares7.69%2026-03-312026-04-10

VANGUARD INDEX FDS VANGUARD INDEX FDS18.8K shares4.12%2026-03-312026-04-10

MSFT MICROSOFT CORP29.7K shares-10.60%2026-03-312026-04-10

CGDV CAPITAL GROUP DIVIDEND VALUE245.1K shares2.98%2026-03-312026-04-10

EFAV ISHARES TR110.3K shares-1.37%2026-03-312026-04-10

FMNY FIRST TR EXCH TRADED FD III365.6K shares11.06%2026-03-312026-04-10

UTG REAVES UTIL INCOME FD230.2K shares-0.64%2026-03-312026-04-10

Sponsored

VOOG VANGUARD ADMIRAL FDS INC21.9K shares-0.18%2026-03-312026-04-10

VTIP VANGUARD MALVERN FDS178.4K shares9.17%2026-03-312026-04-10

NVDA NVIDIA CORPORATION50.1K shares-2.01%2026-03-312026-04-10

XOM EXXON MOBIL CORP50.4K shares0.07%2026-03-312026-04-10

INVESCO QQQ TR INVESCO QQQ TR14.7K shares-1.98%2026-03-312026-04-10

ALPHABET INC ALPHABET INC29.1K shares-0.78%2026-03-312026-04-10

TSLA TESLA INC22.2K shares-2.56%2026-03-312026-04-10

DIVO AMPLIFY ETF TR183.5K shares4.63%2026-03-312026-04-10

Sponsored

XLE SELECT SECTOR SPDR TR125.1K shares-2.91%2026-03-312026-04-10

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T38.0K shares-4.12%2026-03-312026-04-10

VGK VANGUARD INTL EQUITY INDEX F80.4K shares4.34%2026-03-312026-04-10

META META PLATFORMS INC11.4K shares-3.06%2026-03-312026-04-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL12.9K shares-8.08%2026-03-312026-04-10

XLI SELECT SECTOR SPDR TR38.2K shares-12.88%2026-03-312026-04-10

VGT VANGUARD WORLD FD8.8K shares-11.25%2026-03-312026-04-10

IVV ISHARES TR9.2K shares0.94%2026-03-312026-04-10

Sponsored

LLY ELI LILLY & CO6.5K shares-2.73%2026-03-312026-04-10

BROADCOM INC BROADCOM INC19.3K shares-3.82%2026-03-312026-04-10

QDF FLEXSHARES TR66.5K shares0.23%2026-03-312026-04-10

CGGR CAPITAL GROUP GROWTH ETF126.9K shares8.94%2026-03-312026-04-10

XLV SELECT SECTOR SPDR TR33.8K shares-14.07%2026-03-312026-04-10

V VISA INC15.6K shares-8.17%2026-03-312026-04-10

JNJ JOHNSON & JOHNSON17.9K shares-7.35%2026-03-312026-04-10

PANW PALO ALTO NETWORKS INC27.0K shares-0.38%2026-03-312026-04-10

Sponsored

FMB FIRST TR EXCH TRADED FD III84.0K shares-0.34%2026-03-312026-04-10

GDX VANECK ETF TRUST45.1K shares11.62%2026-03-312026-04-10

ENERGY TRANSFER L P ENERGY TRANSFER L P355.6K sharesnew addition2026-03-312026-04-10

VB VANGUARD INDEX FDS15.7K shares-3.32%2026-03-312026-04-10

LAM RESEARCH CORP LAM RESEARCH CORP18.9K shares-17.22%2026-03-312026-04-10

PLTR PALANTIR TECHNOLOGIES INC26.6K shares2.00%2026-03-312026-04-10

VEA VANGUARD TAX-MANAGED FDS60.4K shares21.19%2026-03-312026-04-10

SOXX ISHARES TR11.7K shares-0.90%2026-03-312026-04-10

Sponsored

VTV VANGUARD INDEX FDS19.4K shares-5.05%2026-03-312026-04-10

IVE ISHARES TR17.7K shares-15.08%2026-03-312026-04-10

GS GOLDMAN SACHS GROUP INC4.3K shares-0.65%2026-03-312026-04-10

CVX CHEVRON CORPORATION16.8K shares-1.36%2026-03-312026-04-10

LMT LOCKHEED MARTIN CORP5.6K shares0.43%2026-03-312026-04-10

XLK SELECT SECTOR SPDR TR25.3K shares-36.06%2026-03-312026-04-10

KYN KAYNE ANDERSON ENERGY INFRST235.5K shares-0.02%2026-03-312026-04-10

IWD ISHARES TR15.3K shares-3.34%2026-03-312026-04-10

Sponsored

VO VANGUARD INDEX FDS11.2K shares-1.86%2026-03-312026-04-10

PAVE GLOBAL X FDS62.1K shares6.51%2026-03-312026-04-10

WMT WALMART INC25.4K shares-12.87%2026-03-312026-04-10

GLD SPDR GOLD TR7.3K shares-2.36%2026-03-312026-04-10

IVW ISHARES TR27.2K shares-23.11%2026-03-312026-04-10

XLU SELECT SECTOR SPDR TR66.2K shares-2.95%2026-03-312026-04-10

RAAX VANECK ETF TRUST72.1K shares49.13%2026-03-312026-04-10

TMO THERMO FISHER SCIENTIFIC INC5.9K shares0.73%2026-03-312026-04-10

Sponsored

IEI ISHARES TR22.9K shares-25.59%2026-03-312026-04-10

BA BOEING CO13.6K shares-4.05%2026-03-312026-04-10

NYF ISHARES TR50.3K shares-13.47%2026-03-312026-04-10

SCHD SCHWAB STRATEGIC TR84.7K shares120.15%2026-03-312026-04-10

XLP SELECT SECTOR SPDR TR30.6K shares-0.35%2026-03-312026-04-10

BLACKSTONE INC BLACKSTONE INC21.8K shares-0.75%2026-03-312026-04-10

EPD ENTERPRISE PRODS PARTNERS L63.6K shares4.30%2026-03-312026-04-10

HON HONEYWELL INTL INC10.6K shares3.61%2026-03-312026-04-10

Sponsored

DVY ISHARES TR15.8K shares0.71%2026-03-312026-04-10

CAT CATERPILLAR INC3.3K shares-8.04%2026-03-312026-04-10

VOT VANGUARD INDEX FDS9.1K shares0.02%2026-03-312026-04-10

IWF ISHARES TR5.3K shares-6.88%2026-03-312026-04-10

NFLX NETFLIX INC.23.3K shares4.46%2026-03-312026-04-10

CGCP CAPITAL GRP FIXED INCM ETF T99.3K shares21.68%2026-03-312026-04-10

SMH VANECK ETF TRUST5.7K shares0.35%2026-03-312026-04-10

FCAL FIRST TR EXCH TRADED FD III44.2K shares0.34%2026-03-312026-04-10

Sponsored

DIS DISNEY WALT CO21.8K shares-4.77%2026-03-312026-04-10

SIMPLIFY EXCHANGE TRADED FUN SIMPLIFY EXCHANGE TRADED FUN82.0K sharesnew addition2026-03-312026-04-10

SERIES PORTFOLIOS TR SERIES PORTFOLIOS TR70.5K shares-0.41%2026-03-312026-04-10

HD HOME DEPOT INC6.1K shares-11.99%2026-03-312026-04-10

PEP PEPSICO INC12.7K shares0.79%2026-03-312026-04-10

JAAA JANUS DETROIT STR TR38.6K shares-67.95%2026-03-312026-04-10

MCD MCDONALDS CORP6.2K shares-7.62%2026-03-312026-04-10

VBR VANGUARD INDEX FDS8.8K shares-3.80%2026-03-312026-04-10

Sponsored

EEM ISHARES TR32.5K shares-0.81%2026-03-312026-04-10

COST COSTCO WHOLESALE CORPORATION1.8K shares0.33%2026-03-312026-04-10

KBWB INVESCO EXCH TRADED FD TR II22.7K shares2.96%2026-03-312026-04-10

IYW ISHARES TR9.8K shares-8.28%2026-03-312026-04-10

VTI VANGUARD INDEX FDS5.4K shares-19.47%2026-03-312026-04-10

RTX RTX CORPORATION8.8K shares-12.23%2026-03-312026-04-10

MS MORGAN STANLEY9.8K shares-14.98%2026-03-312026-04-10

XLC SELECT SECTOR SPDR TR14.4K shares-22.49%2026-03-312026-04-10

Sponsored

GLW CORNING INC11.7K shares2.03%2026-03-312026-04-10

MTUM ISHARES TR6.5K shares-2.69%2026-03-312026-04-10

WFC-PL WELLS FARGO & CO1.4K shares-10.25%2026-03-312026-04-10

AXON AXON ENTERPRISE INC3.6K shares1.89%2026-03-312026-04-10

JHMM JOHN HANCOCK EXCHANGE TRADED22.8K shares-0.17%2026-03-312026-04-10

WMB WILLIAMS COS INC21.0K shares-4.64%2026-03-312026-04-10

UNH UNITEDHEALTH GROUP INC5.6K shares-10.70%2026-03-312026-04-10

VFH VANGUARD WORLD FD12.4K shares0.09%2026-03-312026-04-10

Sponsored

ABBV ABBVIE INC6.8K shares0.80%2026-03-312026-04-10

USXF ISHARES TR26.5K shares-4.75%2026-03-312026-04-10

AXP AMERICAN EXPRESS CO4.8K shares-0.35%2026-03-312026-04-10

UNP UNION PAC CORP5.9K shares-0.35%2026-03-312026-04-10

XLF SELECT SECTOR SPDR TR29.2K shares-53.02%2026-03-312026-04-10

XLY SELECT SECTOR SPDR TR13.2K shares-29.36%2026-03-312026-04-10

BABA ALIBABA GROUP HLDG LTD11.2K shares-1.02%2026-03-312026-04-10

EIPI FIRST TR EXCHNG TRADED FD VI60.8K shares-2.03%2026-03-312026-04-10

Sponsored

CIBR FIRST TR EXCHANGE-TRADED FD21.3K shares1.97%2026-03-312026-04-10

SCHG SCHWAB STRATEGIC TR45.7K shares-76.66%2026-03-312026-04-10

BAC-PL BANK AMERICA CORP1.1K shares-19.81%2026-03-312026-04-10

IBB ISHARES TR7.8K shares16.86%2026-03-312026-04-10

VYM VANGUARD WHITEHALL FDS8.8K shares0.54%2026-03-312026-04-10

PDBC INVESCO ACTVELY MNGD ETC FD70.5K shares-0.12%2026-03-312026-04-10

WM WASTE MGMT INC DEL5.2K shares7.24%2026-03-312026-04-10

PGF INVESCO EXCHANGE TRADED FD T86.4K shares1.48%2026-03-312026-04-10

Sponsored

VOE VANGUARD INDEX FDS6.4K shares4.04%2026-03-312026-04-10

HMOP HARTFORD FDS EXCHANGE TRADED29.8K shares-0.38%2026-03-312026-04-10

TEVA TEVA PHARMACEUTICAL INDS LTD38.1K shares0.55%2026-03-312026-04-10

BAC BANK AMERICA CORP23.5K shares-13.75%2026-03-312026-04-10

LXP INDUSTRIAL TRUST LXP INDUSTRIAL TRUST24.7K shares2.78%2026-03-312026-04-10

NU NU HLDGS LTD79.0K shares0.03%2026-03-312026-04-10

SCZ ISHARES TR14.3K shares-1.48%2026-03-312026-04-10

DGRO ISHARES TR15.9K shares-9.59%2026-03-312026-04-10

Sponsored

ORCL ORACLE CORP7.4K shares-16.36%2026-03-312026-04-10

PHYS SPROTT ASSET MANAGEMENT LP30.3K sharesnew addition2026-03-312026-04-10

VNQ VANGUARD INDEX FDS12.0K shares-0.15%2026-03-312026-04-10

GE AEROSPACE GE AEROSPACE3.7K shares0.97%2026-03-312026-04-10

EMLP FIRST TR EXCHANGE-TRADED FD23.7K shares-0.03%2026-03-312026-04-10

BDYN BLACKROCK ETF TRUST42.4K shares-83.86%2026-03-312026-04-10

DIA STATE STR SPDR DOW JONES IND2.2K shares-0.14%2026-03-312026-04-10

IMNM IMMUNOME INC45.8K shares0.00%2026-03-312026-04-10

Sponsored

PM PHILIP MORRIS INTL INC5.9K shares-14.64%2026-03-312026-04-10

USFR WISDOMTREE TR19.5K shares-74.82%2026-03-312026-04-10

CRWD CROWDSTRIKE HLDGS INC2.5K shares2.16%2026-03-312026-04-10

KO COCA COLA CO12.6K shares-12.40%2026-03-312026-04-10

FTHY FIRST TR HIGH YIELD OPPRT 2069.4K shares-16.77%2026-03-312026-04-10

XLRE SELECT SECTOR SPDR TR22.9K shares-3.28%2026-03-312026-04-10

FPEI FIRST TR EXCH TRADED FD III48.3K shares-5.09%2026-03-312026-04-10

XVV ISHARES TR18.4K shares-5.78%2026-03-312026-04-10

Sponsored

SPOT SPOTIFY TECHNOLOGY S A1.9K shares-47.49%2026-03-312026-04-10

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II12.3K shares-3.84%2026-03-312026-04-10

MERCK & CO INC MERCK & CO INC7.4K shares-22.22%2026-03-312026-04-10

PFE PFIZER INC30.9K shares-24.66%2026-03-312026-04-10

CSCO CISCO SYS INC11.0K shares-22.78%2026-03-312026-04-10

IEFA ISHARES TR9.0K shares-60.85%2026-03-312026-04-10

IBM INTERNATIONAL BUSINESS MACHS3.4K shares-5.04%2026-03-312026-04-10

FRDM EA SERIES TRUST14.8K shares-0.79%2026-03-312026-04-10

Sponsored

GEV GE VERNOVA INC917 shares2.12%2026-03-312026-04-10

SCHB SCHWAB STRATEGIC TR31.7K shares10.38%2026-03-312026-04-10

VIG VANGUARD SPECIALIZED FUNDS3.7K shares0.27%2026-03-312026-04-10

DMXF ISHARES TR10.5K shares-1.45%2026-03-312026-04-10

ISHARES GOLD TR ISHARES GOLD TR9.0K shares38.87%2026-03-312026-04-10

T AT&T INC26.9K shares-1.55%2026-03-312026-04-10

FPF FIRST TR INTER DURATN PFD &42.9K shares-18.79%2026-03-312026-04-10

NKE NIKE INC14.2K shares2.28%2026-03-312026-04-10

Sponsored

AIQ GLOBAL X FDS15.9K shares3.74%2026-03-312026-04-10

DE DEERE & CO1.3K shares6.61%2026-03-312026-04-10

VRT VERTIV HOLDINGS CO2.9K shares17.01%2026-03-312026-04-10

ED CONSOLIDATED EDISON INC6.4K shares-0.85%2026-03-312026-04-10

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-10

VBK VANGUARD INDEX FDS2.4K shares-2.44%2026-03-312026-04-10

MA MASTERCARD INCORPORATED1.4K shares-2.75%2026-03-312026-04-10

MU MICRON TECHNOLOGY INC2.1K shares-3.06%2026-03-312026-04-10

Sponsored

BITB BITWISE BITCOIN ETF TR18.8K shares-93.96%2026-03-312026-04-10

PNC PNC FINL SVCS GROUP INC3.3K shares4.86%2026-03-312026-04-10

IWP ISHARES TR5.3K shares-11.23%2026-03-312026-04-10

ET ENERGY TRANSFER L P35.1K shares12.75%2026-03-312026-04-10

FICO FAIR ISAAC CORP629 shares0.00%2026-03-312026-04-10

TJX TJX COS INC NEW4.2K shares-6.89%2026-03-312026-04-10

ACWX ISHARES TR9.7K shares60.87%2026-03-312026-04-10

XJR ISHARES TR15.3K shares-1.52%2026-03-312026-04-10

Sponsored

IWN ISHARES TR3.5K shares-13.60%2026-03-312026-04-10

VOOV VANGUARD ADMIRAL FDS INC3.1K shares0.45%2026-03-312026-04-10

UBER UBER TECHNOLOGIES INC8.9K shares2.96%2026-03-312026-04-10

NEE NEXTERA ENERGY INC6.8K shares-17.82%2026-03-312026-04-10

FTGC FIRST TR EXCHANGE TRAD FD VI21.8K shares0.07%2026-03-312026-04-10

BDVL BLACKROCK ETF TRUST25.3K shares-81.21%2026-03-312026-04-10

DFAC DIMENSIONAL ETF TRUST16.0K shares0.14%2026-03-312026-04-10

SPHD INVESCO EXCH TRADED FD TR II12.4K shares1.20%2026-03-312026-04-10

Sponsored

ITA ISHARES TR2.8K shares55.48%2026-03-312026-04-10

PG PROCTER & GAMBLE CO4.2K shares-2.94%2026-03-312026-04-10

LVHI LEGG MASON ETF INVT14.9K shares4.71%2026-03-312026-04-10

WFC WELLS FARGO & CO7.3K shares-1.54%2026-03-312026-04-10

ACWI ISHARES TR4.2K shares2.43%2026-03-312026-04-10

BND VANGUARD BD INDEX FDS7.8K shares35.04%2026-03-312026-04-10

VXUS VANGUARD STAR FDS7.3K shares9.11%2026-03-312026-04-10

XJH ISHARES TR12.3K shares-1.57%2026-03-312026-04-10

Sponsored

LOW LOWES COS INC2.4K shares-5.74%2026-03-312026-04-10

DSI ISHARES TR4.6K shares-10.60%2026-03-312026-04-10

URI UNITED RENTALS INC757 shares22.29%2026-03-312026-04-10

RY ROYAL BK CDA3.4K shares-5.05%2026-03-312026-04-10

COPX GLOBAL X FDS7.2K sharesnew addition2026-03-312026-04-10

IWM ISHARES TR2.2K shares9.88%2026-03-312026-04-10

MPLX MPLX LP9.6K shares85.77%2026-03-312026-04-10

IBHF ISHARES TR23.6K sharesnew addition2026-03-312026-04-10

Sponsored

OPER ETF SER SOLUTIONS5.4K shares0.00%2026-03-312026-04-10

EFA ISHARES TR5.4K shares-20.67%2026-03-312026-04-10

HOOD ROBINHOOD MKTS INC7.5K shares-5.88%2026-03-312026-04-10

IYE ISHARES TR8.0K shares0.00%2026-03-312026-04-10

TT TRANE TECHNOLOGIES PLC1.2K shares-0.16%2026-03-312026-04-10

IUSG ISHARES TR3.3K shares4.03%2026-03-312026-04-10

CITIGROUP INC CITIGROUP INC4.5K shares-29.74%2026-03-312026-04-10

PSX PHILLIPS 662.8K shares-10.82%2026-03-312026-04-10

Sponsored

SDY SPDR SERIES TRUST3.4K shares4.36%2026-03-312026-04-10

AMGN AMGEN INC1.4K shares-17.39%2026-03-312026-04-10

LITE LUMENTUM HLDGS INC713 shares-4.42%2026-03-312026-04-10

INTU INTUIT1.2K shares-6.85%2026-03-312026-04-10

CRWV COREWEAVE INC6.4K shares14.33%2026-03-312026-04-10

KWEB KRANESHARES TRUST17.2K shares8.27%2026-03-312026-04-10

BTT BLACKROCK MUN TARGET TERM TR21.4K shares0.12%2026-03-312026-04-10

QUAL ISHARES TR2.5K shares-62.30%2026-03-312026-04-10

Sponsored

SHY ISHARES TR5.8K shares-80.53%2026-03-312026-04-10

CCJ CAMECO CORP4.3K shares35.17%2026-03-312026-04-10

AVUS AMERICAN CENTY ETF TR4.2K shares-77.82%2026-03-312026-04-10

RNP COHEN & STEERS REIT & PFD &23.2K shares-18.68%2026-03-312026-04-10

KBE SPDR SERIES TRUST7.7K shares0.14%2026-03-312026-04-10

SLV ISHARES SILVER TR6.7K shares26.62%2026-03-312026-04-10

SHW SHERWIN WILLIAMS CO1.4K shares-13.44%2026-03-312026-04-10

BNS BANK NOVA SCOTIA B C6.4K shares0.03%2026-03-312026-04-10

Sponsored

TOTALENERGIES SE TOTALENERGIES SE4.8K shares5.64%2026-03-312026-04-10

QCOM QUALCOMM INC3.3K shares-16.73%2026-03-312026-04-10

NOW SERVICENOW INC4.1K shares35.27%2026-03-312026-04-10

NVS NOVARTIS AG2.8K shares-1.24%2026-03-312026-04-10

SBUX STARBUCKS CORP4.7K shares-42.34%2026-03-312026-04-10

GCAL GOLDMAN SACHS ETF TR8.3K shares-50.23%2026-03-312026-04-10

TPR TAPESTRY INC3.0K shares-0.17%2026-03-312026-04-10

ARCC ARES CAPITAL CORP22.7K shares2.71%2026-03-312026-04-10

Sponsored

EOG EOG RES INC2.8K shares-0.74%2026-03-312026-04-10

ESGU ISHARES TR2.9K shares-21.39%2026-03-312026-04-10

JHSC JOHN HANCOCK EXCHANGE TRADED9.5K shares0.00%2026-03-312026-04-10

IWR ISHARES TR4.1K shares0.24%2026-03-312026-04-10

PFFA ETFIS SER TR I19.6K shares-5.77%2026-03-312026-04-10

GLTR ABRDN PRECIOUS METALS BASKET1.8K shares32.73%2026-03-312026-04-10

EQT CORP EQT CORP6.2K shares-11.08%2026-03-312026-04-10

LEU CENTRUS ENERGY CORP2.3K shares0.00%2026-03-312026-04-10

Sponsored

MO ALTRIA GROUP INC5.9K shares-1.82%2026-03-312026-04-10

IWS ISHARES TR2.6K shares1.70%2026-03-312026-04-10

OEF ISHARES TR1.2K shares-54.03%2026-03-312026-04-10

IYM ISHARES TR2.2K shares6.19%2026-03-312026-04-10

KMI KINDER MORGAN INC DEL11.3K shares-19.83%2026-03-312026-04-10

AVAV AEROVIRONMENT INC2.1K shares-8.60%2026-03-312026-04-10

VLUE ISHARES TR2.7K sharesnew addition2026-03-312026-04-10

BLACKROCK INC BLACKROCK INC390 shares-30.36%2026-03-312026-04-10

Sponsored

ABT ABBOTT LABORATORIES3.6K shares-9.05%2026-03-312026-04-10

VTEB VANGUARD MUN BD FDS7.5K shares-40.79%2026-03-312026-04-10

REFI CHICAGO ATLANTIC REAL ESTATE32.7K shares0.32%2026-03-312026-04-10

HYT BLACKROCK CORPOR HI YLD FD I43.5K sharesnew addition2026-03-312026-04-10

ASTRAZENECA PLC ASTRAZENECA PLC1.9K sharesnew addition2026-03-312026-04-10

FCX FREEPORT MCMORAN INC6.2K shares-22.74%2026-03-312026-04-10

EATON CORP PLC EATON CORP PLC1.0K shares49.85%2026-03-312026-04-10

ISRG INTUITIVE SURGICAL INC768 shares-8.24%2026-03-312026-04-10

Sponsored

MUB ISHARES TR3.3K shares-57.68%2026-03-312026-04-10

NUE NUCOR CORP2.0K shares0.20%2026-03-312026-04-10

AMD ADVANCED MICRO DEVICES INC1.7K shares18.54%2026-03-312026-04-10

AGNC AGNC INVT CORP33.5K shares-1.00%2026-03-312026-04-10

MSTR STRATEGY INC2.7K shares0.00%2026-03-312026-04-10

GM GENERAL MTRS CO4.5K shares44.32%2026-03-312026-04-10

IWO ISHARES TR1.1K shares1.83%2026-03-312026-04-10

FBRT FRANKLIN BSP RLTY TR INC38.4K shares0.00%2026-03-312026-04-10

Sponsored

NOC NORTHROP GRUMMAN CORP477 shares-0.63%2026-03-312026-04-10

INTC INTEL CORP7.4K shares-16.10%2026-03-312026-04-10

SPYI NEOS ETF TRUST6.5K shares11.28%2026-03-312026-04-10

TSM TAIWAN SEMICONDUCTOR MANUFAC933 shares-4.01%2026-03-312026-04-10

TXN TEXAS INSTRS INC1.6K shares0.50%2026-03-312026-04-10

IFRA ISHARES TR5.5K shares-0.16%2026-03-312026-04-10

IDV ISHARES TR7.3K shares22.67%2026-03-312026-04-10

IVOL KRANESHARES TRUST16.7K shares-0.07%2026-03-312026-04-10

Sponsored

BMO BANK MONTREAL MEDIUM2.3K shares-2.01%2026-03-312026-04-10

IEUR ISHARES TR4.4K shares-81.82%2026-03-312026-04-10

MAR MARRIOTT INTL INC NEW933 shares-35.57%2026-03-312026-04-10

GBTC GRAYSCALE BITCOIN TRUST ETF5.8K shares5.85%2026-03-312026-04-10

KTOS KRATOS DEFENSE & SEC SOLUTIO4.3K sharesnew addition2026-03-312026-04-10

ENB ENBRIDGE INC5.6K shares0.09%2026-03-312026-04-10

CELC CELCUITY INC2.6K shares0.00%2026-03-312026-04-10

BMY BRISTOL-MYERS SQUIBB CO5.0K shares-33.44%2026-03-312026-04-10

Sponsored

NIC NICOLET BANKSHARES INC2.0K sharesnew addition2026-03-312026-04-10

EQIX EQUINIX INC299 shares1.01%2026-03-312026-04-10

ORACLE CORP ORACLE CORP6.5K sharesnew addition2026-03-312026-04-10

QQQI NEOS ETF TRUST5.8K shares-0.39%2026-03-312026-04-10

NVDL GRANITESHARES ETF TR4.0K shares0.00%2026-03-312026-04-10

AVDE AMERICAN CENTY ETF TR3.4K shares-79.58%2026-03-312026-04-10

PAA PLAINS ALL AMERN PIPELINE L12.9K shares-12.97%2026-03-312026-04-10

TRV TRAVELERS COMPANIES INC988 shares-7.84%2026-03-312026-04-10

Sponsored

VZ VERIZON COMMUNICATIONS INC5.6K shares-34.79%2026-03-312026-04-10

SHV ISHARES TR2.5K shares24.73%2026-03-312026-04-10

MPC MARATHON PETE CORP1.1K sharesnew addition2026-03-312026-04-10

LQD ISHARES TR2.5K shares-74.01%2026-03-312026-04-10

XHB SPDR SERIES TRUST2.8K shares-2.07%2026-03-312026-04-10

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN12.7K shares18.79%2026-03-312026-04-10

SUSA ISHARES TR2.0K shares-2.74%2026-03-312026-04-10

THO THOR INDS INC3.3K shares0.45%2026-03-312026-04-10

Sponsored

SLB SLB LIMITED5.1K sharesnew addition2026-03-312026-04-10

GUNR FLEXSHARES TR4.7K shares0.36%2026-03-312026-04-10

KRE SPDR SERIES TRUST4.0K shares4.50%2026-03-312026-04-10

GBDC GOLUB CAP BDC INC20.5K shares-36.77%2026-03-312026-04-10

XLB SELECT SECTOR SPDR TR5.2K shares0.00%2026-03-312026-04-10

EMR EMERSON ELEC CO2.0K shares-8.08%2026-03-312026-04-10

PEG PUBLIC SVC ENTERPRISE GROUP3.1K shares-2.03%2026-03-312026-04-10

W WAYFAIR INC3.3K shares-0.06%2026-03-312026-04-10

Sponsored

LYV LIVE NATION ENTERTAINMENT IN1.6K shares-1.63%2026-03-312026-04-10

TLT ISHARES TR2.9K shares-18.10%2026-03-312026-04-10

AMAT APPLIED MATLS INC721 sharesnew addition2026-03-312026-04-10

TMUS T-MOBILE US INC1.2K shares-1.19%2026-03-312026-04-10

BK BANK NEW YORK MELLON CORP2.1K shares4.95%2026-03-312026-04-10

CCB COASTAL FINL CORP WA3.2K shares-24.08%2026-03-312026-04-10

WES WESTERN MIDSTREAM PARTNERS L5.8K sharesnew addition2026-03-312026-04-10

DB DEUTSCHE BK AG8.0K shares-11.33%2026-03-312026-04-10

Sponsored

CLOI VANECK ETF TRUST4.5K sharesnew addition2026-03-312026-04-10

BHST BIOHARVEST SCIENCES INC55.0K shares0.00%2026-03-312026-04-10

COF CAPITAL ONE FINL CORP1.3K shares-29.43%2026-03-312026-04-10

GMUB GOLDMAN SACHS ETF TR4.6K shares-57.93%2026-03-312026-04-10

ARES ARES MANAGEMENT CORPORATION2.1K sharesnew addition2026-03-312026-04-10

BDX BECTON DICKINSON & CO1.5K shares0.55%2026-03-312026-04-10

VLO VALERO ENERGY CORP930 sharesnew addition2026-03-312026-04-10

PRU PRUDENTIAL FINL INC2.3K shares-0.17%2026-03-312026-04-10

Sponsored

AGG ISHARES TR2.3K shares-45.01%2026-03-312026-04-10

GDXJ VANECK ETF TRUST1.9K shares0.00%2026-03-312026-04-10

SCHF SCHWAB STRATEGIC TR9.1K sharesnew addition2026-03-312026-04-10

NOBL PROSHARES TR2.1K shares0.43%2026-03-312026-04-10

IXUS ISHARES TR2.6K shares-52.08%2026-03-312026-04-10

SNDL INC SNDL INC168.2K shares13.49%2026-03-312026-04-10

MDY STATE STR SPDR S&P MIDCAP 40359 shares0.00%2026-03-312026-04-10

CNBS AMPLIFY ETF TR10.0K shares0.00%2026-03-312026-04-10

Sponsored

GWW WW GRAINGER INC200 shares0.00%2026-03-312026-04-10

OKE ONEOK INC NEW2.4K shares-36.86%2026-03-312026-04-10

SHOP SHOPIFY INC1.8K shares-66.35%2026-03-312026-04-10

MDLZ MONDELEZ INTL INC3.8K shares-17.00%2026-03-312026-04-10

INTF ISHARES TR5.5K sharesnew addition2026-03-312026-04-10

TEM TEMPUS AI INC4.7K sharesnew addition2026-03-312026-04-10

ICE INTERCONTINENTAL EXCHANGE IN1.4K shares-1.03%2026-03-312026-04-10

DYNF BLACKROCK ETF TRUST3.6K shares-81.58%2026-03-312026-04-10

Sponsored

CME CME GROUP INC713 shares-14.10%2026-03-312026-04-10

AEM AGNICO EAGLE MINES LTD1.0K sharesnew addition2026-03-312026-04-10

LIT GLOBAL X FDS2.8K sharesnew addition2026-03-312026-04-10

OSK OSHKOSH CORP1.4K sharesnew addition2026-03-312026-04-10

TE CONNECTIVITY PLC TE CONNECTIVITY PLC981 shares-1.11%2026-03-312026-04-10

MCO MOODYS CORP464 shares-25.16%2026-03-312026-04-10

ITOT ISHARES TR1.4K shares-32.46%2026-03-312026-04-10

MBB ISHARES TR2.1K shares-76.68%2026-03-312026-04-10

Sponsored

HEZU ISHARES TR4.6K shares-2.74%2026-03-312026-04-10

KBDC KAYNE ANDERSON BDC INC13.2K sharesnew addition2026-03-312026-04-10

PXLW PIXELWORKS INC12.5K shares0.00%2026-03-312026-04-10

SNAL SNAIL INC111.5K shares0.00%2026-03-312026-04-10

SNAP SNAP INC12.0K sharesnew addition2026-03-312026-04-10

LFMD LIFEMD INC12.0K shares0.00%2026-03-312026-04-10

HYLN HYLIION HOLDINGS CORP16.7K sharesnew addition2026-03-312026-04-10

BCAB BIOATLA INC20.0K shares0.00%2026-03-312026-04-10

Sponsored

SGMO SANGAMO THERAPEUTICS INC10.0K shares0.00%2026-03-312026-04-10

SPYV

SPDR SERIES TRUST

4.05%

Shares1.8M

Event2026-03-31

Filed2026-04-10

VUG

VANGUARD INDEX FDS

-0.55%

Shares137.4K

Event2026-03-31

Filed2026-04-10

IJH

ISHARES TR

5.33%

Shares858.3K

Event2026-03-31

Filed2026-04-10

IEMG

ISHARES INC

2.97%

Shares579.4K

Event2026-03-31

Filed2026-04-10

IJR

ISHARES TR

3.68%

Shares318.5K

Event2026-03-31

Filed2026-04-10

TPYP

TORTOISE CAPITAL SERIES TRUS

-1.24%

Shares850.2K

Event2026-03-31

Filed2026-04-10

AAPL

APPLE INC

-6.06%

Shares138.1K

Event2026-03-31

Filed2026-04-10

FPE

FIRST TR EXCH TRADED FD III

5.84%

Shares1.9M

Event2026-03-31

Filed2026-04-10

JEPQ

J P MORGAN EXCHANGE TRADED F

8.11%

Shares505.2K

Event2026-03-31

Filed2026-04-10

IYF

ISHARES TR

2.98%

Shares206.6K

Event2026-03-31

Filed2026-04-10

IBIT

ISHARES BITCOIN TRUST ETF

104.85%

Shares630.6K

Event2026-03-31

Filed2026-04-10

JCPB

J P MORGAN EXCHANGE TRADED F

17.49%

Shares493.8K

Event2026-03-31

Filed2026-04-10

SPY

STATE STR SPDR S&P 500 ETF T

1.82%

Shares26.8K

Event2026-03-31

Filed2026-04-10

IYR

ISHARES TR

5.75%

Shares175.5K

Event2026-03-31

Filed2026-04-10

JPIE

J P MORGAN EXCHANGE TRADED F

6.73%

Shares358.0K

Event2026-03-31

Filed2026-04-10

JPM

JPMORGAN CHASE & CO

-4.58%

Shares54.6K

Event2026-03-31

Filed2026-04-10

AMZN

AMAZON COM INC

-3.14%

Shares73.9K

Event2026-03-31

Filed2026-04-10

GSAT

GLOBALSTAR INC

0.00%

Shares229.1K

Event2026-03-31

Filed2026-04-10

SPYG

SPDR SERIES TRUST

-0.19%

Shares146.2K

Event2026-03-31

Filed2026-04-10

JEPI

J P MORGAN EXCHANGE TRADED F

-1.27%

Shares252.1K

Event2026-03-31

Filed2026-04-10

JHMD

JOHN HANCOCK EXCHANGE TRADED

1.37%

Shares329.7K

Event2026-03-31

Filed2026-04-10

JMUB

J P MORGAN EXCHANGE TRADED F

3.07%

Shares277.0K

Event2026-03-31

Filed2026-04-10

VWO

VANGUARD INTL EQUITY INDEX F

6.36%

Shares237.9K

Event2026-03-31

Filed2026-04-10

AVDV

AMERICAN CENTY ETF TR

5.63%

Shares118.8K

Event2026-03-31

Filed2026-04-10

ALPHABET INC

-1.14%

Shares40.6K

Event2026-03-31

Filed2026-04-10

VCSH

VANGUARD SCOTTSDALE FDS

7.69%

Shares143.1K

Event2026-03-31

Filed2026-04-10

VANGUARD INDEX FDS

4.12%

Shares18.8K

Event2026-03-31

Filed2026-04-10

MSFT

MICROSOFT CORP

-10.60%

Shares29.7K

Event2026-03-31

Filed2026-04-10

CGDV

CAPITAL GROUP DIVIDEND VALUE

2.98%

Shares245.1K

Event2026-03-31

Filed2026-04-10

EFAV

ISHARES TR

-1.37%

Shares110.3K

Event2026-03-31

Filed2026-04-10

FMNY

FIRST TR EXCH TRADED FD III

11.06%

Shares365.6K

Event2026-03-31

Filed2026-04-10

UTG

REAVES UTIL INCOME FD

-0.64%

Shares230.2K

Event2026-03-31

Filed2026-04-10

VOOG

VANGUARD ADMIRAL FDS INC

-0.18%

Shares21.9K

Event2026-03-31

Filed2026-04-10

VTIP

VANGUARD MALVERN FDS

9.17%

Shares178.4K

Event2026-03-31

Filed2026-04-10

NVDA

NVIDIA CORPORATION

-2.01%

Shares50.1K

Event2026-03-31

Filed2026-04-10

XOM

EXXON MOBIL CORP

0.07%

Shares50.4K

Event2026-03-31

Filed2026-04-10

INVESCO QQQ TR

-1.98%

Shares14.7K

Event2026-03-31

Filed2026-04-10

ALPHABET INC

-0.78%

Shares29.1K

Event2026-03-31

Filed2026-04-10

TSLA

TESLA INC

-2.56%

Shares22.2K

Event2026-03-31

Filed2026-04-10

DIVO

AMPLIFY ETF TR

4.63%

Shares183.5K

Event2026-03-31

Filed2026-04-10

XLE

SELECT SECTOR SPDR TR

-2.91%

Shares125.1K

Event2026-03-31

Filed2026-04-10

INVESCO EXCHANGE TRADED FD T

-4.12%

Shares38.0K

Event2026-03-31

Filed2026-04-10

VGK

VANGUARD INTL EQUITY INDEX F

4.34%

Shares80.4K

Event2026-03-31

Filed2026-04-10

META

META PLATFORMS INC

-3.06%

Shares11.4K

Event2026-03-31

Filed2026-04-10

BERKSHIRE HATHAWAY INC DEL

-8.08%

Shares12.9K

Event2026-03-31

Filed2026-04-10

XLI

SELECT SECTOR SPDR TR

-12.88%

Shares38.2K

Event2026-03-31

Filed2026-04-10

VGT

VANGUARD WORLD FD

-11.25%

Shares8.8K

Event2026-03-31

Filed2026-04-10

IVV

ISHARES TR

0.94%

Shares9.2K

Event2026-03-31

Filed2026-04-10

LLY

ELI LILLY & CO

-2.73%

Shares6.5K

Event2026-03-31

Filed2026-04-10

BROADCOM INC

-3.82%

Shares19.3K

Event2026-03-31

Filed2026-04-10

QDF

FLEXSHARES TR

0.23%

Shares66.5K

Event2026-03-31

Filed2026-04-10

CGGR

CAPITAL GROUP GROWTH ETF

8.94%

Shares126.9K

Event2026-03-31

Filed2026-04-10

XLV

SELECT SECTOR SPDR TR

-14.07%

Shares33.8K

Event2026-03-31

Filed2026-04-10

VISA INC

-8.17%

Shares15.6K

Event2026-03-31

Filed2026-04-10

JNJ

JOHNSON & JOHNSON

-7.35%

Shares17.9K

Event2026-03-31

Filed2026-04-10

PANW

PALO ALTO NETWORKS INC

-0.38%

Shares27.0K

Event2026-03-31

Filed2026-04-10

FMB

FIRST TR EXCH TRADED FD III

-0.34%

Shares84.0K

Event2026-03-31

Filed2026-04-10

GDX

VANECK ETF TRUST

11.62%

Shares45.1K

Event2026-03-31

Filed2026-04-10

ENERGY TRANSFER L P

New

Shares355.6K

Event2026-03-31

Filed2026-04-10

VANGUARD INDEX FDS

-3.32%

Shares15.7K

Event2026-03-31

Filed2026-04-10

LAM RESEARCH CORP

-17.22%

Shares18.9K

Event2026-03-31

Filed2026-04-10

PLTR

PALANTIR TECHNOLOGIES INC

2.00%

Shares26.6K

Event2026-03-31

Filed2026-04-10

VEA

VANGUARD TAX-MANAGED FDS

21.19%

Shares60.4K

Event2026-03-31

Filed2026-04-10

SOXX

ISHARES TR

-0.90%

Shares11.7K

Event2026-03-31

Filed2026-04-10

VTV

VANGUARD INDEX FDS

-5.05%

Shares19.4K

Event2026-03-31

Filed2026-04-10

IVE

ISHARES TR

-15.08%

Shares17.7K

Event2026-03-31

Filed2026-04-10

GOLDMAN SACHS GROUP INC

-0.65%

Shares4.3K

Event2026-03-31

Filed2026-04-10

CVX

CHEVRON CORPORATION

-1.36%

Shares16.8K

Event2026-03-31

Filed2026-04-10

LMT

LOCKHEED MARTIN CORP

0.43%

Shares5.6K

Event2026-03-31

Filed2026-04-10

XLK

SELECT SECTOR SPDR TR

-36.06%

Shares25.3K

Event2026-03-31

Filed2026-04-10

KYN

KAYNE ANDERSON ENERGY INFRST

-0.02%

Shares235.5K

Event2026-03-31

Filed2026-04-10

IWD

ISHARES TR

-3.34%

Shares15.3K

Event2026-03-31

Filed2026-04-10

VANGUARD INDEX FDS

-1.86%

Shares11.2K

Event2026-03-31

Filed2026-04-10

PAVE

GLOBAL X FDS

6.51%

Shares62.1K

Event2026-03-31

Filed2026-04-10

WMT

WALMART INC

-12.87%

Shares25.4K

Event2026-03-31

Filed2026-04-10

GLD

SPDR GOLD TR

-2.36%

Shares7.3K

Event2026-03-31

Filed2026-04-10

IVW

ISHARES TR

-23.11%

Shares27.2K

Event2026-03-31

Filed2026-04-10

XLU

SELECT SECTOR SPDR TR

-2.95%

Shares66.2K

Event2026-03-31

Filed2026-04-10

RAAX

VANECK ETF TRUST

49.13%

Shares72.1K

Event2026-03-31

Filed2026-04-10

TMO

THERMO FISHER SCIENTIFIC INC

0.73%

Shares5.9K

Event2026-03-31

Filed2026-04-10

IEI

ISHARES TR

-25.59%

Shares22.9K

Event2026-03-31

Filed2026-04-10

BOEING CO

-4.05%

Shares13.6K

Event2026-03-31

Filed2026-04-10

NYF

ISHARES TR

-13.47%

Shares50.3K

Event2026-03-31

Filed2026-04-10

SCHD

SCHWAB STRATEGIC TR

120.15%

Shares84.7K

Event2026-03-31

Filed2026-04-10

XLP

SELECT SECTOR SPDR TR

-0.35%

Shares30.6K

Event2026-03-31

Filed2026-04-10

BLACKSTONE INC

-0.75%

Shares21.8K

Event2026-03-31

Filed2026-04-10

EPD

ENTERPRISE PRODS PARTNERS L

4.30%

Shares63.6K

Event2026-03-31

Filed2026-04-10

HON

HONEYWELL INTL INC

3.61%

Shares10.6K

Event2026-03-31

Filed2026-04-10

DVY

ISHARES TR

0.71%

Shares15.8K

Event2026-03-31

Filed2026-04-10

CAT

CATERPILLAR INC

-8.04%

Shares3.3K

Event2026-03-31

Filed2026-04-10

VOT

VANGUARD INDEX FDS

0.02%

Shares9.1K

Event2026-03-31

Filed2026-04-10

IWF

ISHARES TR

-6.88%

Shares5.3K

Event2026-03-31

Filed2026-04-10

NFLX

NETFLIX INC.

4.46%

Shares23.3K

Event2026-03-31

Filed2026-04-10

CGCP

CAPITAL GRP FIXED INCM ETF T

21.68%

Shares99.3K

Event2026-03-31

Filed2026-04-10

SMH

VANECK ETF TRUST

0.35%

Shares5.7K

Event2026-03-31

Filed2026-04-10

FCAL

FIRST TR EXCH TRADED FD III

0.34%

Shares44.2K

Event2026-03-31

Filed2026-04-10

DIS

DISNEY WALT CO

-4.77%

Shares21.8K

Event2026-03-31

Filed2026-04-10

SIMPLIFY EXCHANGE TRADED FUN

New

Shares82.0K

Event2026-03-31

Filed2026-04-10

SERIES PORTFOLIOS TR

-0.41%

Shares70.5K

Event2026-03-31

Filed2026-04-10

HOME DEPOT INC

-11.99%

Shares6.1K

Event2026-03-31

Filed2026-04-10

PEP

PEPSICO INC

0.79%

Shares12.7K

Event2026-03-31

Filed2026-04-10

JAAA

JANUS DETROIT STR TR

-67.95%

Shares38.6K

Event2026-03-31

Filed2026-04-10

MCD

MCDONALDS CORP

-7.62%

Shares6.2K

Event2026-03-31

Filed2026-04-10

VBR

VANGUARD INDEX FDS

-3.80%

Shares8.8K

Event2026-03-31

Filed2026-04-10

EEM

ISHARES TR

-0.81%

Shares32.5K

Event2026-03-31

Filed2026-04-10

COST

COSTCO WHOLESALE CORPORATION

0.33%

Shares1.8K

Event2026-03-31

Filed2026-04-10

KBWB

INVESCO EXCH TRADED FD TR II

2.96%

Shares22.7K

Event2026-03-31

Filed2026-04-10

IYW

ISHARES TR

-8.28%

Shares9.8K

Event2026-03-31

Filed2026-04-10

VTI

VANGUARD INDEX FDS

-19.47%

Shares5.4K

Event2026-03-31

Filed2026-04-10

RTX

RTX CORPORATION

-12.23%

Shares8.8K

Event2026-03-31

Filed2026-04-10

MORGAN STANLEY

-14.98%

Shares9.8K

Event2026-03-31

Filed2026-04-10

XLC

SELECT SECTOR SPDR TR

-22.49%

Shares14.4K

Event2026-03-31

Filed2026-04-10

GLW

CORNING INC

2.03%

Shares11.7K

Event2026-03-31

Filed2026-04-10

MTUM

ISHARES TR

-2.69%

Shares6.5K

Event2026-03-31

Filed2026-04-10

WFC-PL

WELLS FARGO & CO

-10.25%

Shares1.4K

Event2026-03-31

Filed2026-04-10

AXON

AXON ENTERPRISE INC

1.89%

Shares3.6K

Event2026-03-31

Filed2026-04-10

JHMM

JOHN HANCOCK EXCHANGE TRADED

-0.17%

Shares22.8K

Event2026-03-31

Filed2026-04-10

WMB

WILLIAMS COS INC

-4.64%

Shares21.0K

Event2026-03-31

Filed2026-04-10

UNH

UNITEDHEALTH GROUP INC

-10.70%

Shares5.6K

Event2026-03-31

Filed2026-04-10

VFH

VANGUARD WORLD FD

0.09%

Shares12.4K

Event2026-03-31

Filed2026-04-10

ABBV

ABBVIE INC

0.80%

Shares6.8K

Event2026-03-31

Filed2026-04-10

USXF

ISHARES TR

-4.75%

Shares26.5K

Event2026-03-31

Filed2026-04-10

AXP

AMERICAN EXPRESS CO

-0.35%

Shares4.8K

Event2026-03-31

Filed2026-04-10

UNP

UNION PAC CORP

-0.35%

Shares5.9K

Event2026-03-31

Filed2026-04-10

XLF

SELECT SECTOR SPDR TR

-53.02%

Shares29.2K

Event2026-03-31

Filed2026-04-10

XLY

SELECT SECTOR SPDR TR

-29.36%

Shares13.2K

Event2026-03-31

Filed2026-04-10

BABA

ALIBABA GROUP HLDG LTD

-1.02%

Shares11.2K

Event2026-03-31

Filed2026-04-10

EIPI

FIRST TR EXCHNG TRADED FD VI

-2.03%

Shares60.8K

Event2026-03-31

Filed2026-04-10

CIBR

FIRST TR EXCHANGE-TRADED FD

1.97%

Shares21.3K

Event2026-03-31

Filed2026-04-10

SCHG

SCHWAB STRATEGIC TR

-76.66%

Shares45.7K

Event2026-03-31

Filed2026-04-10

BAC-PL

BANK AMERICA CORP

-19.81%

Shares1.1K

Event2026-03-31

Filed2026-04-10

IBB

ISHARES TR

16.86%

Shares7.8K

Event2026-03-31

Filed2026-04-10

VYM

VANGUARD WHITEHALL FDS

0.54%

Shares8.8K

Event2026-03-31

Filed2026-04-10

PDBC

INVESCO ACTVELY MNGD ETC FD

-0.12%

Shares70.5K

Event2026-03-31

Filed2026-04-10

WASTE MGMT INC DEL

7.24%

Shares5.2K

Event2026-03-31

Filed2026-04-10

PGF

INVESCO EXCHANGE TRADED FD T

1.48%

Shares86.4K

Event2026-03-31

Filed2026-04-10

VOE

VANGUARD INDEX FDS

4.04%

Shares6.4K

Event2026-03-31

Filed2026-04-10

HMOP

HARTFORD FDS EXCHANGE TRADED

-0.38%

Shares29.8K

Event2026-03-31

Filed2026-04-10

TEVA

TEVA PHARMACEUTICAL INDS LTD

0.55%

Shares38.1K

Event2026-03-31

Filed2026-04-10

BAC

BANK AMERICA CORP

-13.75%

Shares23.5K

Event2026-03-31

Filed2026-04-10

LXP INDUSTRIAL TRUST

2.78%

Shares24.7K

Event2026-03-31

Filed2026-04-10

NU HLDGS LTD

0.03%

Shares79.0K

Event2026-03-31

Filed2026-04-10

SCZ

ISHARES TR

-1.48%

Shares14.3K

Event2026-03-31

Filed2026-04-10

DGRO

ISHARES TR

-9.59%

Shares15.9K

Event2026-03-31

Filed2026-04-10

ORCL

ORACLE CORP

-16.36%

Shares7.4K

Event2026-03-31

Filed2026-04-10

PHYS

SPROTT ASSET MANAGEMENT LP

New

Shares30.3K

Event2026-03-31

Filed2026-04-10

VNQ

VANGUARD INDEX FDS

-0.15%

Shares12.0K

Event2026-03-31

Filed2026-04-10

GE AEROSPACE

0.97%

Shares3.7K

Event2026-03-31

Filed2026-04-10

EMLP

FIRST TR EXCHANGE-TRADED FD

-0.03%

Shares23.7K

Event2026-03-31

Filed2026-04-10

BDYN

BLACKROCK ETF TRUST

-83.86%

Shares42.4K

Event2026-03-31

Filed2026-04-10

DIA

STATE STR SPDR DOW JONES IND

-0.14%

Shares2.2K

Event2026-03-31

Filed2026-04-10

IMNM

IMMUNOME INC

0.00%

Shares45.8K

Event2026-03-31

Filed2026-04-10

PHILIP MORRIS INTL INC

-14.64%

Shares5.9K

Event2026-03-31

Filed2026-04-10

USFR

WISDOMTREE TR

-74.82%

Shares19.5K

Event2026-03-31

Filed2026-04-10

CRWD

CROWDSTRIKE HLDGS INC

2.16%

Shares2.5K

Event2026-03-31

Filed2026-04-10

COCA COLA CO

-12.40%

Shares12.6K

Event2026-03-31

Filed2026-04-10

FTHY

FIRST TR HIGH YIELD OPPRT 20

-16.77%

Shares69.4K

Event2026-03-31

Filed2026-04-10

XLRE

SELECT SECTOR SPDR TR

-3.28%

Shares22.9K

Event2026-03-31

Filed2026-04-10

FPEI

FIRST TR EXCH TRADED FD III

-5.09%

Shares48.3K

Event2026-03-31

Filed2026-04-10

XVV

ISHARES TR

-5.78%

Shares18.4K

Event2026-03-31

Filed2026-04-10

SPOT

SPOTIFY TECHNOLOGY S A

-47.49%

Shares1.9K

Event2026-03-31

Filed2026-04-10

INVESCO EXCH TRADED FD TR II

-3.84%

Shares12.3K

Event2026-03-31

Filed2026-04-10

MERCK & CO INC

-22.22%

Shares7.4K

Event2026-03-31

Filed2026-04-10

PFE

PFIZER INC

-24.66%

Shares30.9K

Event2026-03-31

Filed2026-04-10

CSCO

CISCO SYS INC

-22.78%

Shares11.0K

Event2026-03-31

Filed2026-04-10

IEFA

ISHARES TR

-60.85%

Shares9.0K

Event2026-03-31

Filed2026-04-10

IBM

INTERNATIONAL BUSINESS MACHS

-5.04%

Shares3.4K

Event2026-03-31

Filed2026-04-10

FRDM

EA SERIES TRUST

-0.79%

Shares14.8K

Event2026-03-31

Filed2026-04-10

GEV

GE VERNOVA INC

2.12%

Shares917

Event2026-03-31

Filed2026-04-10

SCHB

SCHWAB STRATEGIC TR

10.38%

Shares31.7K

Event2026-03-31

Filed2026-04-10

VIG

VANGUARD SPECIALIZED FUNDS

0.27%

Shares3.7K

Event2026-03-31

Filed2026-04-10

DMXF

ISHARES TR

-1.45%

Shares10.5K

Event2026-03-31

Filed2026-04-10

ISHARES GOLD TR

38.87%

Shares9.0K

Event2026-03-31

Filed2026-04-10

AT&T INC

-1.55%

Shares26.9K

Event2026-03-31

Filed2026-04-10

FPF

FIRST TR INTER DURATN PFD &

-18.79%

Shares42.9K

Event2026-03-31

Filed2026-04-10

NKE

NIKE INC

2.28%

Shares14.2K

Event2026-03-31

Filed2026-04-10

AIQ

GLOBAL X FDS

3.74%

Shares15.9K

Event2026-03-31

Filed2026-04-10

DEERE & CO

6.61%

Shares1.3K

Event2026-03-31

Filed2026-04-10

VRT

VERTIV HOLDINGS CO

17.01%

Shares2.9K

Event2026-03-31

Filed2026-04-10

CONSOLIDATED EDISON INC

-0.85%

Shares6.4K

Event2026-03-31

Filed2026-04-10

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-10

VBK

VANGUARD INDEX FDS

-2.44%

Shares2.4K

Event2026-03-31

Filed2026-04-10

MASTERCARD INCORPORATED

-2.75%

Shares1.4K

Event2026-03-31

Filed2026-04-10

MICRON TECHNOLOGY INC

-3.06%

Shares2.1K

Event2026-03-31

Filed2026-04-10

BITB

BITWISE BITCOIN ETF TR

-93.96%

Shares18.8K

Event2026-03-31

Filed2026-04-10

PNC

PNC FINL SVCS GROUP INC

4.86%

Shares3.3K

Event2026-03-31

Filed2026-04-10

IWP

ISHARES TR

-11.23%

Shares5.3K

Event2026-03-31

Filed2026-04-10

ENERGY TRANSFER L P

12.75%

Shares35.1K

Event2026-03-31

Filed2026-04-10

FICO

FAIR ISAAC CORP

0.00%

Shares629

Event2026-03-31

Filed2026-04-10

TJX

TJX COS INC NEW

-6.89%

Shares4.2K

Event2026-03-31

Filed2026-04-10

ACWX

ISHARES TR

60.87%

Shares9.7K

Event2026-03-31

Filed2026-04-10

XJR

ISHARES TR

-1.52%

Shares15.3K

Event2026-03-31

Filed2026-04-10

IWN

ISHARES TR

-13.60%

Shares3.5K

Event2026-03-31

Filed2026-04-10

VOOV

VANGUARD ADMIRAL FDS INC

0.45%

Shares3.1K

Event2026-03-31

Filed2026-04-10

UBER

UBER TECHNOLOGIES INC

2.96%

Shares8.9K

Event2026-03-31

Filed2026-04-10

NEE

NEXTERA ENERGY INC

-17.82%

Shares6.8K

Event2026-03-31

Filed2026-04-10

FTGC

FIRST TR EXCHANGE TRAD FD VI

0.07%

Shares21.8K

Event2026-03-31

Filed2026-04-10

BDVL

BLACKROCK ETF TRUST

-81.21%

Shares25.3K

Event2026-03-31

Filed2026-04-10

DFAC

DIMENSIONAL ETF TRUST

0.14%

Shares16.0K

Event2026-03-31

Filed2026-04-10

SPHD

INVESCO EXCH TRADED FD TR II

1.20%

Shares12.4K

Event2026-03-31

Filed2026-04-10

ITA

ISHARES TR

55.48%

Shares2.8K

Event2026-03-31

Filed2026-04-10

PROCTER & GAMBLE CO

-2.94%

Shares4.2K

Event2026-03-31

Filed2026-04-10

LVHI

LEGG MASON ETF INVT

4.71%

Shares14.9K

Event2026-03-31

Filed2026-04-10

WFC

WELLS FARGO & CO

-1.54%

Shares7.3K

Event2026-03-31

Filed2026-04-10

ACWI

ISHARES TR

2.43%

Shares4.2K

Event2026-03-31

Filed2026-04-10

BND

VANGUARD BD INDEX FDS

35.04%

Shares7.8K

Event2026-03-31

Filed2026-04-10

VXUS

VANGUARD STAR FDS

9.11%

Shares7.3K

Event2026-03-31

Filed2026-04-10

XJH

ISHARES TR

-1.57%

Shares12.3K

Event2026-03-31

Filed2026-04-10

LOW

LOWES COS INC

-5.74%

Shares2.4K

Event2026-03-31

Filed2026-04-10

DSI

ISHARES TR

-10.60%

Shares4.6K

Event2026-03-31

Filed2026-04-10

URI

UNITED RENTALS INC

22.29%

Shares757

Event2026-03-31

Filed2026-04-10

ROYAL BK CDA

-5.05%

Shares3.4K

Event2026-03-31

Filed2026-04-10

COPX

GLOBAL X FDS

New

Shares7.2K

Event2026-03-31

Filed2026-04-10

IWM

ISHARES TR

9.88%

Shares2.2K

Event2026-03-31

Filed2026-04-10

MPLX

MPLX LP

85.77%

Shares9.6K

Event2026-03-31

Filed2026-04-10

IBHF

ISHARES TR

New

Shares23.6K

Event2026-03-31

Filed2026-04-10

OPER

ETF SER SOLUTIONS

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-10

EFA

ISHARES TR

-20.67%

Shares5.4K

Event2026-03-31

Filed2026-04-10

HOOD

ROBINHOOD MKTS INC

-5.88%

Shares7.5K

Event2026-03-31

Filed2026-04-10

IYE

ISHARES TR

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-10

TRANE TECHNOLOGIES PLC

-0.16%

Shares1.2K

Event2026-03-31

Filed2026-04-10

IUSG

ISHARES TR

4.03%

Shares3.3K

Event2026-03-31

Filed2026-04-10

CITIGROUP INC

-29.74%

Shares4.5K

Event2026-03-31

Filed2026-04-10

PSX

PHILLIPS 66

-10.82%

Shares2.8K

Event2026-03-31

Filed2026-04-10

SDY

SPDR SERIES TRUST

4.36%

Shares3.4K

Event2026-03-31

Filed2026-04-10

AMGN

AMGEN INC

-17.39%

Shares1.4K

Event2026-03-31

Filed2026-04-10

LITE

LUMENTUM HLDGS INC

-4.42%

Shares713

Event2026-03-31

Filed2026-04-10

INTU

INTUIT

-6.85%

Shares1.2K

Event2026-03-31

Filed2026-04-10

CRWV

COREWEAVE INC

14.33%

Shares6.4K

Event2026-03-31

Filed2026-04-10

KWEB

KRANESHARES TRUST

8.27%

Shares17.2K

Event2026-03-31

Filed2026-04-10

BTT

BLACKROCK MUN TARGET TERM TR

0.12%

Shares21.4K

Event2026-03-31

Filed2026-04-10

QUAL

ISHARES TR

-62.30%

Shares2.5K

Event2026-03-31

Filed2026-04-10

SHY

ISHARES TR

-80.53%

Shares5.8K

Event2026-03-31

Filed2026-04-10

CCJ

CAMECO CORP

35.17%

Shares4.3K

Event2026-03-31

Filed2026-04-10

AVUS

AMERICAN CENTY ETF TR

-77.82%

Shares4.2K

Event2026-03-31

Filed2026-04-10

RNP

COHEN & STEERS REIT & PFD &

-18.68%

Shares23.2K

Event2026-03-31

Filed2026-04-10

KBE

SPDR SERIES TRUST

0.14%

Shares7.7K

Event2026-03-31

Filed2026-04-10

SLV

ISHARES SILVER TR

26.62%

Shares6.7K

Event2026-03-31

Filed2026-04-10

SHW

SHERWIN WILLIAMS CO

-13.44%

Shares1.4K

Event2026-03-31

Filed2026-04-10

BNS

BANK NOVA SCOTIA B C

0.03%

Shares6.4K

Event2026-03-31

Filed2026-04-10

TOTALENERGIES SE

5.64%

Shares4.8K

Event2026-03-31

Filed2026-04-10

QCOM

QUALCOMM INC

-16.73%

Shares3.3K

Event2026-03-31

Filed2026-04-10

NOW

SERVICENOW INC

35.27%

Shares4.1K

Event2026-03-31

Filed2026-04-10

NVS

NOVARTIS AG

-1.24%

Shares2.8K

Event2026-03-31

Filed2026-04-10

SBUX

STARBUCKS CORP

-42.34%

Shares4.7K

Event2026-03-31

Filed2026-04-10

GCAL

GOLDMAN SACHS ETF TR

-50.23%

Shares8.3K

Event2026-03-31

Filed2026-04-10

TPR

TAPESTRY INC

-0.17%

Shares3.0K

Event2026-03-31

Filed2026-04-10

ARCC

ARES CAPITAL CORP

2.71%

Shares22.7K

Event2026-03-31

Filed2026-04-10

EOG

EOG RES INC

-0.74%

Shares2.8K

Event2026-03-31

Filed2026-04-10

ESGU

ISHARES TR

-21.39%

Shares2.9K

Event2026-03-31

Filed2026-04-10

JHSC

JOHN HANCOCK EXCHANGE TRADED

0.00%

Shares9.5K

Event2026-03-31

Filed2026-04-10

IWR

ISHARES TR

0.24%

Shares4.1K

Event2026-03-31

Filed2026-04-10

PFFA

ETFIS SER TR I

-5.77%

Shares19.6K

Event2026-03-31

Filed2026-04-10

GLTR

ABRDN PRECIOUS METALS BASKET

32.73%

Shares1.8K

Event2026-03-31

Filed2026-04-10

EQT CORP

-11.08%

Shares6.2K

Event2026-03-31

Filed2026-04-10

LEU

CENTRUS ENERGY CORP

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-10

ALTRIA GROUP INC

-1.82%

Shares5.9K

Event2026-03-31

Filed2026-04-10

IWS

ISHARES TR

1.70%

Shares2.6K

Event2026-03-31

Filed2026-04-10

OEF

ISHARES TR

-54.03%

Shares1.2K

Event2026-03-31

Filed2026-04-10

IYM

ISHARES TR

6.19%

Shares2.2K

Event2026-03-31

Filed2026-04-10

KMI

KINDER MORGAN INC DEL

-19.83%

Shares11.3K

Event2026-03-31

Filed2026-04-10

AVAV

AEROVIRONMENT INC

-8.60%

Shares2.1K

Event2026-03-31

Filed2026-04-10

VLUE

ISHARES TR

New

Shares2.7K

Event2026-03-31

Filed2026-04-10

BLACKROCK INC

-30.36%

Shares390

Event2026-03-31

Filed2026-04-10

ABT

ABBOTT LABORATORIES

-9.05%

Shares3.6K

Event2026-03-31

Filed2026-04-10

VTEB

VANGUARD MUN BD FDS

-40.79%

Shares7.5K

Event2026-03-31

Filed2026-04-10

REFI

CHICAGO ATLANTIC REAL ESTATE

0.32%

Shares32.7K

Event2026-03-31

Filed2026-04-10

HYT

BLACKROCK CORPOR HI YLD FD I

New

Shares43.5K

Event2026-03-31

Filed2026-04-10

ASTRAZENECA PLC

New

Shares1.9K

Event2026-03-31

Filed2026-04-10

FCX

FREEPORT MCMORAN INC

-22.74%

Shares6.2K

Event2026-03-31

Filed2026-04-10

EATON CORP PLC

49.85%

Shares1.0K

Event2026-03-31

Filed2026-04-10

ISRG

INTUITIVE SURGICAL INC

-8.24%

Shares768

Event2026-03-31

Filed2026-04-10

MUB

ISHARES TR

-57.68%

Shares3.3K

Event2026-03-31

Filed2026-04-10

NUE

NUCOR CORP

0.20%

Shares2.0K

Event2026-03-31

Filed2026-04-10

AMD

ADVANCED MICRO DEVICES INC

18.54%

Shares1.7K

Event2026-03-31

Filed2026-04-10

AGNC

AGNC INVT CORP

-1.00%

Shares33.5K

Event2026-03-31

Filed2026-04-10

MSTR

STRATEGY INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-10

GENERAL MTRS CO

44.32%

Shares4.5K

Event2026-03-31

Filed2026-04-10

IWO

ISHARES TR

1.83%

Shares1.1K

Event2026-03-31

Filed2026-04-10

FBRT

FRANKLIN BSP RLTY TR INC

0.00%

Shares38.4K

Event2026-03-31

Filed2026-04-10

NOC

NORTHROP GRUMMAN CORP

-0.63%

Shares477

Event2026-03-31

Filed2026-04-10

INTC

INTEL CORP

-16.10%

Shares7.4K

Event2026-03-31

Filed2026-04-10

SPYI

NEOS ETF TRUST

11.28%

Shares6.5K

Event2026-03-31

Filed2026-04-10

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-4.01%

Shares933

Event2026-03-31

Filed2026-04-10

TXN

TEXAS INSTRS INC

0.50%

Shares1.6K

Event2026-03-31

Filed2026-04-10

IFRA

ISHARES TR

-0.16%

Shares5.5K

Event2026-03-31

Filed2026-04-10

IDV

ISHARES TR

22.67%

Shares7.3K

Event2026-03-31

Filed2026-04-10

IVOL

KRANESHARES TRUST

-0.07%

Shares16.7K

Event2026-03-31

Filed2026-04-10

BMO

BANK MONTREAL MEDIUM

-2.01%

Shares2.3K

Event2026-03-31

Filed2026-04-10

IEUR

ISHARES TR

-81.82%

Shares4.4K

Event2026-03-31

Filed2026-04-10

MAR

MARRIOTT INTL INC NEW

-35.57%

Shares933

Event2026-03-31

Filed2026-04-10

GBTC

GRAYSCALE BITCOIN TRUST ETF

5.85%

Shares5.8K

Event2026-03-31

Filed2026-04-10

KTOS

KRATOS DEFENSE & SEC SOLUTIO

New

Shares4.3K

Event2026-03-31

Filed2026-04-10

ENB

ENBRIDGE INC

0.09%

Shares5.6K

Event2026-03-31

Filed2026-04-10

CELC

CELCUITY INC

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-10

BMY

BRISTOL-MYERS SQUIBB CO

-33.44%

Shares5.0K

Event2026-03-31

Filed2026-04-10

NIC

NICOLET BANKSHARES INC

New

Shares2.0K

Event2026-03-31

Filed2026-04-10

EQIX

EQUINIX INC

1.01%

Shares299

Event2026-03-31

Filed2026-04-10

ORACLE CORP

New

Shares6.5K

Event2026-03-31

Filed2026-04-10

QQQI

NEOS ETF TRUST

-0.39%

Shares5.8K

Event2026-03-31

Filed2026-04-10

NVDL

GRANITESHARES ETF TR

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-10

AVDE

AMERICAN CENTY ETF TR

-79.58%

Shares3.4K

Event2026-03-31

Filed2026-04-10

PAA

PLAINS ALL AMERN PIPELINE L

-12.97%

Shares12.9K

Event2026-03-31

Filed2026-04-10

TRV

TRAVELERS COMPANIES INC

-7.84%

Shares988

Event2026-03-31

Filed2026-04-10

VERIZON COMMUNICATIONS INC

-34.79%

Shares5.6K

Event2026-03-31

Filed2026-04-10

SHV

ISHARES TR

24.73%

Shares2.5K

Event2026-03-31

Filed2026-04-10

MPC

MARATHON PETE CORP

New

Shares1.1K

Event2026-03-31

Filed2026-04-10

LQD

ISHARES TR

-74.01%

Shares2.5K

Event2026-03-31

Filed2026-04-10

XHB

SPDR SERIES TRUST

-2.07%

Shares2.8K

Event2026-03-31

Filed2026-04-10

ANNALY CAPITAL MANAGEMENT IN

18.79%

Shares12.7K

Event2026-03-31

Filed2026-04-10

SUSA

ISHARES TR

-2.74%

Shares2.0K

Event2026-03-31

Filed2026-04-10

THO

THOR INDS INC

0.45%

Shares3.3K

Event2026-03-31

Filed2026-04-10

SLB

SLB LIMITED

New

Shares5.1K

Event2026-03-31

Filed2026-04-10

GUNR

FLEXSHARES TR

0.36%

Shares4.7K

Event2026-03-31

Filed2026-04-10

KRE

SPDR SERIES TRUST

4.50%

Shares4.0K

Event2026-03-31

Filed2026-04-10

GBDC

GOLUB CAP BDC INC

-36.77%

Shares20.5K

Event2026-03-31

Filed2026-04-10

XLB

SELECT SECTOR SPDR TR

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-10

EMR

EMERSON ELEC CO

-8.08%

Shares2.0K

Event2026-03-31

Filed2026-04-10

PEG

PUBLIC SVC ENTERPRISE GROUP

-2.03%

Shares3.1K

Event2026-03-31

Filed2026-04-10

WAYFAIR INC

-0.06%

Shares3.3K

Event2026-03-31

Filed2026-04-10

LYV

LIVE NATION ENTERTAINMENT IN

-1.63%

Shares1.6K

Event2026-03-31

Filed2026-04-10

TLT

ISHARES TR

-18.10%

Shares2.9K

Event2026-03-31

Filed2026-04-10

AMAT

APPLIED MATLS INC

New

Shares721

Event2026-03-31

Filed2026-04-10

TMUS

T-MOBILE US INC

-1.19%

Shares1.2K

Event2026-03-31

Filed2026-04-10

BANK NEW YORK MELLON CORP

4.95%

Shares2.1K

Event2026-03-31

Filed2026-04-10

CCB

COASTAL FINL CORP WA

-24.08%

Shares3.2K

Event2026-03-31

Filed2026-04-10

WES

WESTERN MIDSTREAM PARTNERS L

New

Shares5.8K

Event2026-03-31

Filed2026-04-10

DEUTSCHE BK AG

-11.33%

Shares8.0K

Event2026-03-31

Filed2026-04-10

CLOI

VANECK ETF TRUST

New

Shares4.5K

Event2026-03-31

Filed2026-04-10

BHST

BIOHARVEST SCIENCES INC

0.00%

Shares55.0K

Event2026-03-31

Filed2026-04-10

COF

CAPITAL ONE FINL CORP

-29.43%

Shares1.3K

Event2026-03-31

Filed2026-04-10

GMUB

GOLDMAN SACHS ETF TR

-57.93%

Shares4.6K

Event2026-03-31

Filed2026-04-10

ARES

ARES MANAGEMENT CORPORATION

New

Shares2.1K

Event2026-03-31

Filed2026-04-10

BDX

BECTON DICKINSON & CO

0.55%

Shares1.5K

Event2026-03-31

Filed2026-04-10

VLO

VALERO ENERGY CORP

New

Shares930

Event2026-03-31

Filed2026-04-10

PRU

PRUDENTIAL FINL INC

-0.17%

Shares2.3K

Event2026-03-31

Filed2026-04-10

AGG

ISHARES TR

-45.01%

Shares2.3K

Event2026-03-31

Filed2026-04-10

GDXJ

VANECK ETF TRUST

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-10

SCHF

SCHWAB STRATEGIC TR

New

Shares9.1K

Event2026-03-31

Filed2026-04-10

NOBL

PROSHARES TR

0.43%

Shares2.1K

Event2026-03-31

Filed2026-04-10

IXUS

ISHARES TR

-52.08%

Shares2.6K

Event2026-03-31

Filed2026-04-10

SNDL INC

13.49%

Shares168.2K

Event2026-03-31

Filed2026-04-10

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares359

Event2026-03-31

Filed2026-04-10

CNBS

AMPLIFY ETF TR

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-10

GWW

WW GRAINGER INC

0.00%

Shares200

Event2026-03-31

Filed2026-04-10

OKE

ONEOK INC NEW

-36.86%

Shares2.4K

Event2026-03-31

Filed2026-04-10

SHOP

SHOPIFY INC

-66.35%

Shares1.8K

Event2026-03-31

Filed2026-04-10

MDLZ

MONDELEZ INTL INC

-17.00%

Shares3.8K

Event2026-03-31

Filed2026-04-10

INTF

ISHARES TR

New

Shares5.5K

Event2026-03-31

Filed2026-04-10

TEM

TEMPUS AI INC

New

Shares4.7K

Event2026-03-31

Filed2026-04-10

ICE

INTERCONTINENTAL EXCHANGE IN

-1.03%

Shares1.4K

Event2026-03-31

Filed2026-04-10

DYNF

BLACKROCK ETF TRUST

-81.58%

Shares3.6K

Event2026-03-31

Filed2026-04-10

CME

CME GROUP INC

-14.10%

Shares713

Event2026-03-31

Filed2026-04-10

AEM

AGNICO EAGLE MINES LTD

New

Shares1.0K

Event2026-03-31

Filed2026-04-10

LIT

GLOBAL X FDS

New

Shares2.8K

Event2026-03-31

Filed2026-04-10

OSK

OSHKOSH CORP

New

Shares1.4K

Event2026-03-31

Filed2026-04-10

TE CONNECTIVITY PLC

-1.11%

Shares981

Event2026-03-31

Filed2026-04-10

MCO

MOODYS CORP

-25.16%

Shares464

Event2026-03-31

Filed2026-04-10

ITOT

ISHARES TR

-32.46%

Shares1.4K

Event2026-03-31

Filed2026-04-10

MBB

ISHARES TR

-76.68%

Shares2.1K

Event2026-03-31

Filed2026-04-10

HEZU

ISHARES TR

-2.74%

Shares4.6K

Event2026-03-31

Filed2026-04-10

KBDC

KAYNE ANDERSON BDC INC

New

Shares13.2K

Event2026-03-31

Filed2026-04-10

PXLW

PIXELWORKS INC

0.00%

Shares12.5K

Event2026-03-31

Filed2026-04-10

SNAL

SNAIL INC

0.00%

Shares111.5K

Event2026-03-31

Filed2026-04-10

SNAP

SNAP INC

New

Shares12.0K

Event2026-03-31

Filed2026-04-10

LFMD

LIFEMD INC

0.00%

Shares12.0K

Event2026-03-31

Filed2026-04-10

HYLN

HYLIION HOLDINGS CORP

New

Shares16.7K

Event2026-03-31

Filed2026-04-10

BCAB

BIOATLA INC

0.00%

Shares20.0K

Event2026-03-31

Filed2026-04-10

SGMO

SANGAMO THERAPEUTICS INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-10

Call Option Holdings

ALPHABET INC Call CallALPHABET INC5.7K shares-5.00%2026-03-312026-04-10

TESLA INC Call CallTESLA INC5.0K sharesnew addition2026-03-312026-04-10

AMAZON COM INC Call CallAMAZON COM INC4.1K shares-31.67%2026-03-312026-04-10

META PLATFORMS INC Call CallMETA PLATFORMS INC1.2K shares0.00%2026-03-312026-04-10

ALPHABET INC Call

ALPHABET INC

-5.00%

Shares5.7K

Event2026-03-31

Filed2026-04-10

TESLA INC Call

TESLA INC

New

Shares5.0K

Event2026-03-31

Filed2026-04-10

AMAZON COM INC Call

AMAZON COM INC

-31.67%

Shares4.1K

Event2026-03-31

Filed2026-04-10

META PLATFORMS INC Call

META PLATFORMS INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-10

Put Option Holdings

No put option holdings data available