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The Analysis of Maia Wealth LLC's Holdings & P&L

Currently, Maia Wealth LLC holds 346 types of securities in its portfolio with a total value $591.1M. In the most recent quarter, they have increased their positions in FNDF (+145.6K shares, valued at $7.1M), BGLD (+274.6K shares, valued at $4.7M), JANM (+74.8K shares, valued at $2.5M); decreased their positions in XLG (-58.1K shares, valued at $3.2M), FSK (-257.5K shares, valued at $2.6M), EFV (-23.4K shares, valued at $1.7M); initiated new positions in BGLD (+274.6K shares, valued at $4.7M), JANM (+74.8K shares, valued at $2.5M), SFEB (+102.7K shares, valued at $2.4M).

1M P&L

+20.4M+3.58%

3M P&L

-17.4M-2.87%

HY P&L

+4.3M+0.73%

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/A399.6M

73.7%

2Software - Infrastructure13.5M

2.5%

3Semiconductors12.5M

2.3%

Top Industries by Stock Count

1N/A205 stocks

64.1%

2Drug Manufacturers - General6 stocks

1.9%

3Software - Application6 stocks

1.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FNDF SCHWAB STRATEGIC TR539.1K shares37.00%2026-03-312026-05-08

SPYM SPDR SERIES TRUST326.1K shares0.88%2026-03-312026-05-08

EFV ISHARES TR158.7K shares-12.87%2026-03-312026-05-08

IVV ISHARES TR15.0K shares-3.82%2026-03-312026-05-08

DYNF BLACKROCK ETF TRUST166.2K shares-10.79%2026-03-312026-05-08

MSFT MICROSOFT CORP25.9K shares8.02%2026-03-312026-05-08

IVE ISHARES TR43.5K shares-7.63%2026-03-312026-05-08

ALPHABET INC ALPHABET INC31.0K shares-4.41%2026-03-312026-05-08

Sponsored

IVW ISHARES TR75.1K shares-5.15%2026-03-312026-05-08

IEMG ISHARES INC120.6K shares-16.85%2026-03-312026-05-08

AAPL APPLE INC30.5K shares1.12%2026-03-312026-05-08

QUAL ISHARES TR38.1K shares-7.79%2026-03-312026-05-08

AMZN AMAZON COM INC34.6K shares-0.33%2026-03-312026-05-08

EPS WISDOMTREE TR96.3K shares34.79%2026-03-312026-05-08

NVDA NVIDIA CORPORATION37.5K shares17.71%2026-03-312026-05-08

VO VANGUARD INDEX FDS21.8K shares36.31%2026-03-312026-05-08

Sponsored

SNOV FIRST TR EXCHNG TRADED FD VI234.8K shares-1.31%2026-03-312026-05-08

FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD336.1K shares-1.39%2026-03-312026-05-08

TOUS T ROWE PRICE ETF INC166.8K shares5.94%2026-03-312026-05-08

META META PLATFORMS INC9.9K shares-1.39%2026-03-312026-05-08

LLY ELI LILLY & CO6.2K shares9.02%2026-03-312026-05-08

QQQM INVESCO EXCH TRADED FD TR II23.7K shares38.92%2026-03-312026-05-08

IGIB ISHARES TR93.6K shares32.60%2026-03-312026-05-08

IGLB ISHARES TR100.2K shares32.69%2026-03-312026-05-08

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F88.0K shares5.96%2026-03-312026-05-08

FDL FIRST TR EXCHANGE-TRADED FD96.0K shares24.76%2026-03-312026-05-08

ESGU ISHARES TR33.5K shares-4.84%2026-03-312026-05-08

BGLD FIRST TR EXCHANGE-TRADED FD274.6K sharesnew addition2026-03-312026-05-08

BROADCOM INC BROADCOM INC14.8K shares23.13%2026-03-312026-05-08

FSK FS KKR CAP CORP438.0K shares-37.02%2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS7.4K shares-0.90%2026-03-312026-05-08

XLG INVESCO EXCHANGE TRADED FD T79.5K shares-42.25%2026-03-312026-05-08

Sponsored

SPHY SPDR SERIES TRUST185.3K shares22.06%2026-03-312026-05-08

DLAG FIRST TR EXCHNG TRADED FD VI138.6K shares-6.51%2026-03-312026-05-08

TSM TAIWAN SEMICONDUCTOR MANUFAC12.2K shares-14.56%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL8.4K shares16.17%2026-03-312026-05-08

V VISA INC12.9K shares7.35%2026-03-312026-05-08

AMAT APPLIED MATLS INC11.4K shares-4.81%2026-03-312026-05-08

SDVY FIRST TR EXCHANGE TRADED FD98.4K shares-3.56%2026-03-312026-05-08

SCHX SCHWAB STRATEGIC TR149.4K shares-1.06%2026-03-312026-05-08

Sponsored

BAI BLACKROCK ETF TRUST115.8K shares-4.73%2026-03-312026-05-08

BKDV BNY MELLON ETF TRUST II127.3K shares3.08%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO12.8K shares18.88%2026-03-312026-05-08

FIRST TR EXCHNG TRADED FD VI FIRST TR EXCHNG TRADED FD VI111.9K shares-2.81%2026-03-312026-05-08

SPMO INVESCO EXCH TRADED FD TR II32.8K shares-2.34%2026-03-312026-05-08

CRM SALESFORCE INC19.4K shares24.59%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON14.6K shares11.95%2026-03-312026-05-08

THRO BLACKROCK ETF TRUST95.9K shares-4.79%2026-03-312026-05-08

Sponsored

LVHI LEGG MASON ETF INVT83.9K shares30.46%2026-03-312026-05-08

AVEM AMERICAN CENTY ETF TR41.3K shares-2.52%2026-03-312026-05-08

PTRB PGIM ETF TR79.0K shares2.41%2026-03-312026-05-08

EFG ISHARES TR29.1K shares-5.49%2026-03-312026-05-08

TCHP T ROWE PRICE ETF INC68.8K shares7.44%2026-03-312026-05-08

GSUS GOLDMAN SACHS ETF TR33.6K shares0.03%2026-03-312026-05-08

SPSM SPDR SERIES TRUST62.2K shares30.96%2026-03-312026-05-08

IGSB ISHARES TR57.1K shares32.82%2026-03-312026-05-08

Sponsored

UNH UNITEDHEALTH GROUP INC11.0K shares27.37%2026-03-312026-05-08

IUSB ISHARES TR62.7K shares-8.61%2026-03-312026-05-08

TSLA TESLA INC7.7K shares11.68%2026-03-312026-05-08

DSEP FIRST TR EXCHNG TRADED FD VI64.5K shares-3.39%2026-03-312026-05-08

QMAG FIRST TR EXCHNG TRADED FD VI119.5K shares-0.42%2026-03-312026-05-08

BOND PIMCO ETF TR29.4K shares3.76%2026-03-312026-05-08

AGG ISHARES TR27.0K shares-6.70%2026-03-312026-05-08

ILDR FIRST TR EXCHNG TRADED FD VI88.7K shares42.21%2026-03-312026-05-08

Sponsored

FTNT FORTINET INC31.3K shares35.48%2026-03-312026-05-08

XTEN BONDBLOXX ETF TRUST55.6K shares5.51%2026-03-312026-05-08

SCHW SCHWAB CHARLES CORP26.9K shares-17.46%2026-03-312026-05-08

XOM EXXON MOBIL CORP14.7K shares7.31%2026-03-312026-05-08

BIZD VANECK ETF TRUST192.8K shares168.31%2026-03-312026-05-08

JANM FIRST TR EXCHNG TRADED FD VI74.8K sharesnew addition2026-03-312026-05-08

SFEB FIRST TR EXCHNG TRADED FD VI102.7K sharesnew addition2026-03-312026-05-08

SMIZ ZACKS TRUST64.5K shares42.07%2026-03-312026-05-08

Sponsored

MUB ISHARES TR22.5K shares0.08%2026-03-312026-05-08

BUFR FIRST TR EXCHNG TRADED FD VI69.3K shares-1.72%2026-03-312026-05-08

FJAN FIRST TR EXCHNG TRADED FD VI46.4K shares-1.78%2026-03-312026-05-08

SHLD GLOBAL X FDS32.7K shares10.59%2026-03-312026-05-08

SCHZ SCHWAB STRATEGIC TR99.4K shares-4.59%2026-03-312026-05-08

AMID EA SERIES TRUST71.3K shares6.64%2026-03-312026-05-08

SPEM SPDR INDEX SHS FDS48.5K shares26.85%2026-03-312026-05-08

SPY STATE STR SPDR S&P 500 ETF T3.5K shares-6.78%2026-03-312026-05-08

Sponsored

TBIL RBB FD INC44.1K shares-6.31%2026-03-312026-05-08

CORO BLACKROCK ETF TRUST68.2K sharesnew addition2026-03-312026-05-08

BUFD FIRST TR EXCHNG TRADED FD VI77.4K shares-1.28%2026-03-312026-05-08

ALPHABET INC ALPHABET INC7.5K shares0.73%2026-03-312026-05-08

BKNG BOOKING HOLDINGS INC513 shares-17.66%2026-03-312026-05-08

BFRZ INNOVATOR ETFS TRUST79.3K shares-5.73%2026-03-312026-05-08

DHDG FIRST TR EXCHNG TRADED FD VI62.2K shares-1.91%2026-03-312026-05-08

MA MASTERCARD INCORPORATED4.0K shares-15.23%2026-03-312026-05-08

Sponsored

LMT LOCKHEED MARTIN CORP3.3K shares0.55%2026-03-312026-05-08

RSSE FIRST TR EXCHNG TRADED FD VI92.7K shares-1.71%2026-03-312026-05-08

GE AEROSPACE GE AEROSPACE7.0K shares30.71%2026-03-312026-05-08

FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD118.1K shares-1.39%2026-03-312026-05-08

ACWX ISHARES TR28.8K sharesnew addition2026-03-312026-05-08

KNG FIRST TR EXCHANGE-TRADED FD40.1K shares3.17%2026-03-312026-05-08

FLBL FRANKLIN TEMPLETON ETF TR84.4K shares33.16%2026-03-312026-05-08

VUG VANGUARD INDEX FDS4.4K shares-8.15%2026-03-312026-05-08

Sponsored

LMBS FIRST TR EXCHANGE-TRADED FD38.4K shares-2.69%2026-03-312026-05-08

ABT ABBOTT LABORATORIES18.4K shares32.47%2026-03-312026-05-08

MMM 3M CO12.9K shares32.78%2026-03-312026-05-08

XLK SELECT SECTOR SPDR TR13.9K shares0.97%2026-03-312026-05-08

QSPT FIRST TR EXCHNG TRADED FD VI58.5K shares-2.32%2026-03-312026-05-08

COP CONOCOPHILLIPS13.4K shares13.44%2026-03-312026-05-08

IYW ISHARES TR9.6K shares-4.46%2026-03-312026-05-08

MGNR AMERICAN BEACON SELECT FUNDS33.4K shares11.08%2026-03-312026-05-08

Sponsored

CVX CHEVRON CORPORATION8.3K shares-2.23%2026-03-312026-05-08

GSLC GOLDMAN SACHS ETF TR13.4K shares-1.82%2026-03-312026-05-08

EATON CORP PLC EATON CORP PLC4.6K shares30.82%2026-03-312026-05-08

SCHV SCHWAB STRATEGIC TR53.2K shares1.06%2026-03-312026-05-08

IQV IQVIA HLDGS INC9.5K shares-22.56%2026-03-312026-05-08

GLDM WORLD GOLD TR17.1K shares-26.03%2026-03-312026-05-08

MBB ISHARES TR16.7K shares-4.86%2026-03-312026-05-08

KR KROGER CO21.4K shares30.25%2026-03-312026-05-08

Sponsored

FTSM FIRST TR EXCHANGE-TRADED FD25.3K shares-5.66%2026-03-312026-05-08

ISHARES GOLD TR ISHARES GOLD TR17.0K shares-5.96%2026-03-312026-05-08

DFAC DIMENSIONAL ETF TRUST37.8K shares-8.22%2026-03-312026-05-08

QCOC FIRST TR EXCHNG TRADED FD VI65.5K shares-1.61%2026-03-312026-05-08

IAGG ISHARES TR28.3K shares-2.08%2026-03-312026-05-08

FIXD FIRST TR EXCHNG TRADED FD VI32.5K shares-9.22%2026-03-312026-05-08

AVUV AMERICAN CENTY ETF TR12.8K shares50.31%2026-03-312026-05-08

AVDV AMERICAN CENTY ETF TR13.6K shares0.44%2026-03-312026-05-08

Sponsored

QDEC FIRST TR EXCHNG TRADED FD VI43.1K shares-2.31%2026-03-312026-05-08

GSIE GOLDMAN SACHS ETF TR31.1K shares-2.45%2026-03-312026-05-08

FTGS FIRST TR EXCHANGE-TRADED FD39.0K shares-3.47%2026-03-312026-05-08

SYK STRYKER CORPORATION4.0K shares34.16%2026-03-312026-05-08

MO ALTRIA GROUP INC19.6K shares21.16%2026-03-312026-05-08

RFEM FIRST TR EXCH TRADED FD III15.6K shares8.71%2026-03-312026-05-08

FTLS FIRST TR EXCH TRADED FD III18.1K shares3.44%2026-03-312026-05-08

CENCORA INC CENCORA INC4.0K shares-15.14%2026-03-312026-05-08

Sponsored

IEFA ISHARES TR13.8K shares1.84%2026-03-312026-05-08

USMV ISHARES TR13.1K shares-2.76%2026-03-312026-05-08

JEPI J P MORGAN EXCHANGE TRADED F21.2K shares11.23%2026-03-312026-05-08

ELV ELEVANCE HEALTH INC FORMERLY4.1K shares-16.71%2026-03-312026-05-08

ESGE ISHARES INC26.4K shares-9.06%2026-03-312026-05-08

FHDG FIRST TR EXCHNG TRADED FD VI35.2K sharesnew addition2026-03-312026-05-08

PG PROCTER & GAMBLE CO8.1K shares23.32%2026-03-312026-05-08

KO COCA COLA CO15.4K shares23.89%2026-03-312026-05-08

Sponsored

SCIO FIRST TR EXCHANGE-TRADED FD56.3K sharesnew addition2026-03-312026-05-08

QCJL FIRST TR EXCHNG TRADED FD VI49.6K sharesnew addition2026-03-312026-05-08

VFLO VICTORY PORTFOLIOS II28.6K shares54.59%2026-03-312026-05-08

VCIT VANGUARD SCOTTSDALE FDS13.5K shares2.69%2026-03-312026-05-08

NEE NEXTERA ENERGY INC12.0K shares18.21%2026-03-312026-05-08

VEA VANGUARD TAX-MANAGED FDS17.1K shares-6.75%2026-03-312026-05-08

SCHP SCHWAB STRATEGIC TR40.7K shares29.86%2026-03-312026-05-08

BLCR BLACKROCK ETF TRUST26.0K sharesnew addition2026-03-312026-05-08

Sponsored

VGT VANGUARD WORLD FD1.4K shares3.06%2026-03-312026-05-08

DIS DISNEY WALT CO10.5K shares-24.63%2026-03-312026-05-08

VTI VANGUARD INDEX FDS3.1K shares5.01%2026-03-312026-05-08

CMBS ISHARES TR20.2K shares31.91%2026-03-312026-05-08

SCI SERVICE CORP INTL11.9K shares0.00%2026-03-312026-05-08

TMUS T-MOBILE US INC4.6K shares33.30%2026-03-312026-05-08

SDVD FIRST TR EXCH TRADED FD III43.4K shares7.56%2026-03-312026-05-08

GRNY TIDAL TRUST I38.7K shares-1.52%2026-03-312026-05-08

Sponsored

INVESCO QQQ TR INVESCO QQQ TR1.6K shares-3.00%2026-03-312026-05-08

IFRA ISHARES TR15.7K shares-3.52%2026-03-312026-05-08

HD HOME DEPOT INC2.7K shares-5.76%2026-03-312026-05-08

PWB INVESCO EXCHANGE TRADED FD T6.9K shares14.37%2026-03-312026-05-08

ET ENERGY TRANSFER L P44.9K shares2.18%2026-03-312026-05-08

GSBD GOLDMAN SACHS BDC INC95.5K shares-12.75%2026-03-312026-05-08

SO SOUTHERN CO8.7K shares53.82%2026-03-312026-05-08

JULH INNOVATOR ETFS TRUST33.5K shares0.00%2026-03-312026-05-08

Sponsored

WMT WALMART INC6.6K shares0.17%2026-03-312026-05-08

SPDW SPDR INDEX SHS FDS17.8K shares-3.62%2026-03-312026-05-08

LINDE PLC LINDE PLC1.6K shares20.84%2026-03-312026-05-08

EPD ENTERPRISE PRODS PARTNERS L21.3K shares-7.16%2026-03-312026-05-08

FRI FIRST TR EXCHANGE-TRADED FD28.1K shares11.38%2026-03-312026-05-08

AOA ISHARES TR9.0K shares-3.59%2026-03-312026-05-08

BAC BANK AMERICA CORP15.8K shares-0.92%2026-03-312026-05-08

FTCB FIRST TR EXCHANGE-TRADED FD36.5K shares-28.83%2026-03-312026-05-08

Sponsored

NULG NUSHARES ETF TR8.4K shares0.00%2026-03-312026-05-08

PM PHILIP MORRIS INTL INC4.6K shares-3.60%2026-03-312026-05-08

CGMU CAPITAL GRP FIXED INCM ETF T27.5K shares10.88%2026-03-312026-05-08

SCHG SCHWAB STRATEGIC TR25.6K shares-16.80%2026-03-312026-05-08

SBUX STARBUCKS CORP8.2K shares-28.86%2026-03-312026-05-08

BINC BLACKROCK ETF TRUST II14.1K shares-8.06%2026-03-312026-05-08

BLV VANGUARD BD INDEX FDS10.6K shares-11.11%2026-03-312026-05-08

GCOR GOLDMAN SACHS ETF TR17.6K shares-3.69%2026-03-312026-05-08

Sponsored

ADBE ADOBE INC3.0K shares-9.18%2026-03-312026-05-08

ADSK AUTODESK INC3.0K shares-25.03%2026-03-312026-05-08

LGOV FIRST TR EXCHANGE-TRADED FD32.7K shares-8.62%2026-03-312026-05-08

QCOM QUALCOMM INC5.4K shares-20.40%2026-03-312026-05-08

SPTS SPDR SERIES TRUST23.7K shares-26.04%2026-03-312026-05-08

FPE FIRST TR EXCH TRADED FD III38.9K shares-5.77%2026-03-312026-05-08

NFLX NETFLIX INC.7.1K shares-1.41%2026-03-312026-05-08

ADI ANALOG DEVICES INC2.0K shares17.97%2026-03-312026-05-08

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.4K shares-0.06%2026-03-312026-05-08

VOOG VANGUARD ADMIRAL FDS INC1.6K shares0.97%2026-03-312026-05-08

AVSC AMERICAN CENTY ETF TR10.1K shares-0.01%2026-03-312026-05-08

RDVY FIRST TR EXCHANGE TRADED FD9.1K shares-3.95%2026-03-312026-05-08

OCTM FIRST TR EXCHNG TRADED FD VI18.7K sharesnew addition2026-03-312026-05-08

APD AIR PRODUCTS AND CHEMICALS I2.1K shares-25.51%2026-03-312026-05-08

CHKP CHECK POINT SOFTWARE TECH LT4.2K shares-22.82%2026-03-312026-05-08

ACEI INNOVATOR ETFS TRUST26.0K shares-6.82%2026-03-312026-05-08

Sponsored

YMAR FIRST TR EXCHNG TRADED FD VI21.6K sharesnew addition2026-03-312026-05-08

RBLX ROBLOX CORP10.5K shares-13.88%2026-03-312026-05-08

FSIG FIRST TR EXCHANGE-TRADED FD31.1K shares2.38%2026-03-312026-05-08

FBT FIRST TR EXCHANGE-TRADED FD2.9K shares-3.83%2026-03-312026-05-08

DBC INVESCO DB COMMDY INDX TRCK20.0K shares-6.74%2026-03-312026-05-08

ABNB AIRBNB INC4.6K shares-28.00%2026-03-312026-05-08

FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD28.4K sharesnew addition2026-03-312026-05-08

ABBV ABBVIE INC2.7K shares4.69%2026-03-312026-05-08

Sponsored

GOVT ISHARES TR25.1K sharesnew addition2026-03-312026-05-08

NAPR INNOVATOR ETFS TRUST10.4K shares0.00%2026-03-312026-05-08

DFAX DIMENSIONAL ETF TRUST16.5K shares-16.52%2026-03-312026-05-08

AJUL INNOVATOR ETFS TRUST19.2K shares0.07%2026-03-312026-05-08

DE DEERE & CO983 shares0.92%2026-03-312026-05-08

BNDX VANGUARD CHARLOTTE FDS11.5K shares122.80%2026-03-312026-05-08

WELL WELLTOWER INC2.7K shares28.69%2026-03-312026-05-08

IJR ISHARES TR4.3K shares-4.77%2026-03-312026-05-08

Sponsored

EQIX EQUINIX INC548 shares25.98%2026-03-312026-05-08

EWC ISHARES INC9.8K shares0.00%2026-03-312026-05-08

EMXC ISHARES INC6.7K shares-5.27%2026-03-312026-05-08

VXUS VANGUARD STAR FDS6.8K shares-14.74%2026-03-312026-05-08

WM WASTE MGMT INC DEL2.2K shares0.13%2026-03-312026-05-08

QDPL PACER FDS TR12.7K shares31.41%2026-03-312026-05-08

ORCL ORACLE CORP3.4K shares-6.18%2026-03-312026-05-08

LCTU BLACKROCK ETF TRUST7.1K shares-30.59%2026-03-312026-05-08

Sponsored

KMX CARMAX INC12.0K shares-24.82%2026-03-312026-05-08

EXCHANGE LISTED FDS TR EXCHANGE LISTED FDS TR18.7K shares0.22%2026-03-312026-05-08

VGK VANGUARD INTL EQUITY INDEX F5.9K shares11.65%2026-03-312026-05-08

NULV NUSHARES ETF TR10.7K shares-0.15%2026-03-312026-05-08

COST COSTCO WHOLESALE CORPORATION480 shares2.13%2026-03-312026-05-08

JCPB J P MORGAN EXCHANGE TRADED F10.1K shares-43.95%2026-03-312026-05-08

ROCKET LAB CORP ROCKET LAB CORP7.4K sharesnew addition2026-03-312026-05-08

VZ VERIZON COMMUNICATIONS INC9.3K shares-14.31%2026-03-312026-05-08

Sponsored

WFC WELLS FARGO & CO5.9K shares-3.17%2026-03-312026-05-08

ARCC ARES CAPITAL CORP25.8K shares2.83%2026-03-312026-05-08

DEO DIAGEO PLC6.2K shares-27.13%2026-03-312026-05-08

OEF ISHARES TR1.5K shares-18.09%2026-03-312026-05-08

MTUM ISHARES TR1.9K shares-14.50%2026-03-312026-05-08

FMB FIRST TR EXCH TRADED FD III8.9K shares12.23%2026-03-312026-05-08

FPEI FIRST TR EXCH TRADED FD III23.6K shares0.94%2026-03-312026-05-08

MPLX MPLX LP7.8K shares1.87%2026-03-312026-05-08

Sponsored

AMD ADVANCED MICRO DEVICES INC2.2K shares-1.57%2026-03-312026-05-08

CSCO CISCO SYS INC5.7K shares-0.19%2026-03-312026-05-08

APRH INNOVATOR ETFS TRUST17.9K shares0.00%2026-03-312026-05-08

UCON FIRST TR EXCHNG TRADED FD VI17.6K shares1.59%2026-03-312026-05-08

ECL ECOLAB INC1.6K shares-24.56%2026-03-312026-05-08

FIRST TR EXCHNG TRADED FD VI FIRST TR EXCHNG TRADED FD VI14.8K sharesnew addition2026-03-312026-05-08

FELG FIDELITY COVINGTON TRUST11.5K shares0.03%2026-03-312026-05-08

BIV VANGUARD BD INDEX FDS5.6K shares-9.78%2026-03-312026-05-08

Sponsored

MAIN MAIN STR CAP CORP8.1K sharesnew addition2026-03-312026-05-08

JPST J P MORGAN EXCHANGE TRADED F8.3K shares0.45%2026-03-312026-05-08

XSVM INVESCO EXCHANGE TRADED FD T6.8K shares13.77%2026-03-312026-05-08

GLD SPDR GOLD TR957 shares-0.83%2026-03-312026-05-08

LOW LOWES COS INC1.7K shares-0.23%2026-03-312026-05-08

GEM GOLDMAN SACHS ETF TR9.4K shares-0.78%2026-03-312026-05-08

PSA PUBLIC STORAGE OPER CO1.5K shares34.05%2026-03-312026-05-08

BALT INNOVATOR ETFS TRUST12.0K shares-31.91%2026-03-312026-05-08

Sponsored

NUDM NUSHARES ETF TR11.1K shares-0.58%2026-03-312026-05-08

MAS MASCO CORP6.6K shares-25.02%2026-03-312026-05-08

IBM INTERNATIONAL BUSINESS MACHS1.6K shares-6.00%2026-03-312026-05-08

PYPL PAYPAL HLDGS INC8.7K shares0.29%2026-03-312026-05-08

SCHD SCHWAB STRATEGIC TR12.8K shares-2.38%2026-03-312026-05-08

CAT CATERPILLAR INC550 shares-4.84%2026-03-312026-05-08

MEDTRONIC PLC MEDTRONIC PLC4.4K shares-0.70%2026-03-312026-05-08

AXP AMERICAN EXPRESS CO1.3K shares-0.79%2026-03-312026-05-08

Sponsored

AOR ISHARES TR5.9K shares0.00%2026-03-312026-05-08

TJUL INNOVATOR ETFS TRUST12.9K shares0.00%2026-03-312026-05-08

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.1K shares-5.16%2026-03-312026-05-08

ISPY PROSHARES TR8.5K shares-41.87%2026-03-312026-05-08

VTV VANGUARD INDEX FDS1.9K shares-14.36%2026-03-312026-05-08

IBIT ISHARES BITCOIN TRUST ETF9.5K shares-43.99%2026-03-312026-05-08

NVS NOVARTIS AG2.4K shares-6.12%2026-03-312026-05-08

BK BANK NEW YORK MELLON CORP3.0K shares-1.48%2026-03-312026-05-08

Sponsored

DSI ISHARES TR2.9K shares-28.41%2026-03-312026-05-08

TLT ISHARES TR4.0K shares-18.22%2026-03-312026-05-08

SPTL SPDR SERIES TRUST13.3K shares0.59%2026-03-312026-05-08

BSV VANGUARD BD INDEX FDS4.5K shares2.90%2026-03-312026-05-08

XUSP INNOVATOR ETFS TRUST7.9K shares0.00%2026-03-312026-05-08

IEF ISHARES TR3.6K shares-33.92%2026-03-312026-05-08

PEP PEPSICO INC2.2K shares-9.98%2026-03-312026-05-08

IQQQ PROSHARES TR8.3K shares0.49%2026-03-312026-05-08

Sponsored

SUSC ISHARES TR14.8K shares0.40%2026-03-312026-05-08

CMCSA COMCAST CORP NEW11.9K shares-3.57%2026-03-312026-05-08

OBDC BLUE OWL CAPITAL CORPORATION30.9K shares0.00%2026-03-312026-05-08

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F3.6K shares40.70%2026-03-312026-05-08

TSLX SIXTH STREET SPECIALTY LENDI18.2K shares77.80%2026-03-312026-05-08

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F4.8K sharesnew addition2026-03-312026-05-08

GSSC GOLDMAN SACHS ETF TR4.4K shares-1.00%2026-03-312026-05-08

AEP AMERICAN ELEC PWR CO INC2.5K shares0.61%2026-03-312026-05-08

Sponsored

KMI KINDER MORGAN INC DEL9.6K shares-1.76%2026-03-312026-05-08

BKCI BNY MELLON ETF TRUST6.5K shares-20.47%2026-03-312026-05-08

LSAF TWO RDS SHARED TR6.9K shares0.00%2026-03-312026-05-08

MCK MCKESSON CORP365 shares-2.14%2026-03-312026-05-08

PANW PALO ALTO NETWORKS INC1.9K shares2.24%2026-03-312026-05-08

VEEV VEEVA SYS INC1.8K shares-28.60%2026-03-312026-05-08

XDQQ INNOVATOR ETFS TRUST8.3K shares-3.27%2026-03-312026-05-08

MGC VANGUARD WORLD FD1.3K shares0.23%2026-03-312026-05-08

Sponsored

APRJ INNOVATOR ETFS TRUST12.4K shares0.00%2026-03-312026-05-08

UFEB INNOVATOR ETFS TRUST8.3K shares0.00%2026-03-312026-05-08

USXF ISHARES TR5.4K shares-22.80%2026-03-312026-05-08

GIGB GOLDMAN SACHS ETF TR6.5K shares0.02%2026-03-312026-05-08

XLSR SSGA ACTIVE TR5.1K shares-0.66%2026-03-312026-05-08

DXCM DEXCOM INC4.6K shares-13.85%2026-03-312026-05-08

MCD MCDONALDS CORP934 shares-0.11%2026-03-312026-05-08

PNC PNC FINL SVCS GROUP INC1.4K shares27.54%2026-03-312026-05-08

Sponsored

SUB ISHARES TR2.7K shares-8.48%2026-03-312026-05-08

XLE SELECT SECTOR SPDR TR4.7K shares3.41%2026-03-312026-05-08

UNILEVER PLC UNILEVER PLC5.0K shares1.17%2026-03-312026-05-08

NSC NORFOLK SOUTHN CORP991 shares-0.10%2026-03-312026-05-08

IWM ISHARES TR1.1K shares-0.69%2026-03-312026-05-08

BDX BECTON DICKINSON & CO1.8K shares6.65%2026-03-312026-05-08

VTIP VANGUARD MALVERN FDS5.6K shares-0.83%2026-03-312026-05-08

IDHQ INVESCO EXCH TRADED FD TR II7.8K shares0.00%2026-03-312026-05-08

Sponsored

VV VANGUARD INDEX FDS897 shares0.11%2026-03-312026-05-08

T AT&T INC9.1K shares-0.18%2026-03-312026-05-08

SHOP SHOPIFY INC2.2K sharesnew addition2026-03-312026-05-08

PFE PFIZER INC9.3K shares2.73%2026-03-312026-05-08

KKR & CO INC KKR & CO INC2.8K shares1.06%2026-03-312026-05-08

ASML ASML HLDG NV194 shares-0.51%2026-03-312026-05-08

ENB ENBRIDGE INC4.7K shares0.00%2026-03-312026-05-08

EMB ISHARES TR2.7K shares-15.71%2026-03-312026-05-08

Sponsored

IWF ISHARES TR584 shares0.52%2026-03-312026-05-08

IBDT ISHARES TR9.8K shares0.02%2026-03-312026-05-08

SGOV ISHARES TR2.4K shares14.50%2026-03-312026-05-08

RTX RTX CORPORATION1.3K shares4.14%2026-03-312026-05-08

MGK VANGUARD WORLD FD659 shares-15.94%2026-03-312026-05-08

PJAN INNOVATOR ETFS TRUST5.3K shares-11.54%2026-03-312026-05-08

DVY ISHARES TR1.6K shares0.13%2026-03-312026-05-08

HON HONEYWELL INTL INC1.1K shares-0.09%2026-03-312026-05-08

Sponsored

BND VANGUARD BD INDEX FDS3.3K sharesnew addition2026-03-312026-05-08

FIX COMFORT SYS USA INC173 shares-0.57%2026-03-312026-05-08

MAGS LISTED FDS TR4.1K shares0.00%2026-03-312026-05-08

SPAB SPDR SERIES TRUST9.2K shares-1.63%2026-03-312026-05-08

ONEQ FIDELITY COMWLTH TR2.8K shares0.00%2026-03-312026-05-08

HELO J P MORGAN EXCHANGE TRADED F3.6K shares-0.08%2026-03-312026-05-08

CB CHUBB LTD SWITZ704 shares0.43%2026-03-312026-05-08

TLH ISHARES TR2.2K shares-8.84%2026-03-312026-05-08

Sponsored

XLF SELECT SECTOR SPDR TR4.4K sharesnew addition2026-03-312026-05-08

PPL PPL CORP5.7K shares-4.33%2026-03-312026-05-08

UBER UBER TECHNOLOGIES INC3.0K shares-1.56%2026-03-312026-05-08

EAGG ISHARES TR4.4K sharesnew addition2026-03-312026-05-08

CVS CVS HEALTH CORP2.9K sharesnew addition2026-03-312026-05-08

MERCK & CO INC MERCK & CO INC1.7K shares-0.75%2026-03-312026-05-08

OMC OMNICOM GROUP INC2.7K shares-11.01%2026-03-312026-05-08

QUS SPDR SERIES TRUST1.2K shares0.00%2026-03-312026-05-08

Sponsored

SNY SANOFI SA4.2K shares-1.89%2026-03-312026-05-08

SMH VANECK ETF TRUST527 shares1.54%2026-03-312026-05-08

NKX NUVEEN CALIF AMT FREE MUNI I12.8K shares0.00%2026-03-312026-05-08

IBRX IMMUNITYBIO INC14.4K shares0.00%2026-03-312026-05-08

ADT ADT INC DEL14.4K shares-6.80%2026-03-312026-05-08

RDDT REDDIT INC558 sharesnew addition2026-03-312026-05-08

GRAB GRAB HOLDINGS LIMITED18.0K shares0.00%2026-03-312026-05-08

PYXS PYXIS ONCOLOGY INC21.3K shares-3.11%2026-03-312026-05-08

Sponsored

IAUX I-80 GOLD CORP11.4K sharesnew addition2026-03-312026-05-08

SNAP SNAP INC200 sharesnew addition2026-03-312026-05-08

FNDF

SCHWAB STRATEGIC TR

37.00%

Shares539.1K

Event2026-03-31

Filed2026-05-08

SPYM

SPDR SERIES TRUST

0.88%

Shares326.1K

Event2026-03-31

Filed2026-05-08

EFV

ISHARES TR

-12.87%

Shares158.7K

Event2026-03-31

Filed2026-05-08

IVV

ISHARES TR

-3.82%

Shares15.0K

Event2026-03-31

Filed2026-05-08

DYNF

BLACKROCK ETF TRUST

-10.79%

Shares166.2K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

8.02%

Shares25.9K

Event2026-03-31

Filed2026-05-08

IVE

ISHARES TR

-7.63%

Shares43.5K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-4.41%

Shares31.0K

Event2026-03-31

Filed2026-05-08

IVW

ISHARES TR

-5.15%

Shares75.1K

Event2026-03-31

Filed2026-05-08

IEMG

ISHARES INC

-16.85%

Shares120.6K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

1.12%

Shares30.5K

Event2026-03-31

Filed2026-05-08

QUAL

ISHARES TR

-7.79%

Shares38.1K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

-0.33%

Shares34.6K

Event2026-03-31

Filed2026-05-08

EPS

WISDOMTREE TR

34.79%

Shares96.3K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

17.71%

Shares37.5K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

36.31%

Shares21.8K

Event2026-03-31

Filed2026-05-08

SNOV

FIRST TR EXCHNG TRADED FD VI

-1.31%

Shares234.8K

Event2026-03-31

Filed2026-05-08

FIRST TR EXCHANGE-TRADED FD

-1.39%

Shares336.1K

Event2026-03-31

Filed2026-05-08

TOUS

T ROWE PRICE ETF INC

5.94%

Shares166.8K

Event2026-03-31

Filed2026-05-08

META

META PLATFORMS INC

-1.39%

Shares9.9K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

9.02%

Shares6.2K

Event2026-03-31

Filed2026-05-08

QQQM

INVESCO EXCH TRADED FD TR II

38.92%

Shares23.7K

Event2026-03-31

Filed2026-05-08

IGIB

ISHARES TR

32.60%

Shares93.6K

Event2026-03-31

Filed2026-05-08

IGLB

ISHARES TR

32.69%

Shares100.2K

Event2026-03-31

Filed2026-05-08

JEPQ

J P MORGAN EXCHANGE TRADED F

5.96%

Shares88.0K

Event2026-03-31

Filed2026-05-08

FDL

FIRST TR EXCHANGE-TRADED FD

24.76%

Shares96.0K

Event2026-03-31

Filed2026-05-08

ESGU

ISHARES TR

-4.84%

Shares33.5K

Event2026-03-31

Filed2026-05-08

BGLD

FIRST TR EXCHANGE-TRADED FD

New

Shares274.6K

Event2026-03-31

Filed2026-05-08

BROADCOM INC

23.13%

Shares14.8K

Event2026-03-31

Filed2026-05-08

FSK

FS KKR CAP CORP

-37.02%

Shares438.0K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

-0.90%

Shares7.4K

Event2026-03-31

Filed2026-05-08

XLG

INVESCO EXCHANGE TRADED FD T

-42.25%

Shares79.5K

Event2026-03-31

Filed2026-05-08

SPHY

SPDR SERIES TRUST

22.06%

Shares185.3K

Event2026-03-31

Filed2026-05-08

DLAG

FIRST TR EXCHNG TRADED FD VI

-6.51%

Shares138.6K

Event2026-03-31

Filed2026-05-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-14.56%

Shares12.2K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

16.17%

Shares8.4K

Event2026-03-31

Filed2026-05-08

VISA INC

7.35%

Shares12.9K

Event2026-03-31

Filed2026-05-08

AMAT

APPLIED MATLS INC

-4.81%

Shares11.4K

Event2026-03-31

Filed2026-05-08

SDVY

FIRST TR EXCHANGE TRADED FD

-3.56%

Shares98.4K

Event2026-03-31

Filed2026-05-08

SCHX

SCHWAB STRATEGIC TR

-1.06%

Shares149.4K

Event2026-03-31

Filed2026-05-08

BAI

BLACKROCK ETF TRUST

-4.73%

Shares115.8K

Event2026-03-31

Filed2026-05-08

BKDV

BNY MELLON ETF TRUST II

3.08%

Shares127.3K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

18.88%

Shares12.8K

Event2026-03-31

Filed2026-05-08

FIRST TR EXCHNG TRADED FD VI

-2.81%

Shares111.9K

Event2026-03-31

Filed2026-05-08

SPMO

INVESCO EXCH TRADED FD TR II

-2.34%

Shares32.8K

Event2026-03-31

Filed2026-05-08

CRM

SALESFORCE INC

24.59%

Shares19.4K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

11.95%

Shares14.6K

Event2026-03-31

Filed2026-05-08

THRO

BLACKROCK ETF TRUST

-4.79%

Shares95.9K

Event2026-03-31

Filed2026-05-08

LVHI

LEGG MASON ETF INVT

30.46%

Shares83.9K

Event2026-03-31

Filed2026-05-08

AVEM

AMERICAN CENTY ETF TR

-2.52%

Shares41.3K

Event2026-03-31

Filed2026-05-08

PTRB

PGIM ETF TR

2.41%

Shares79.0K

Event2026-03-31

Filed2026-05-08

EFG

ISHARES TR

-5.49%

Shares29.1K

Event2026-03-31

Filed2026-05-08

TCHP

T ROWE PRICE ETF INC

7.44%

Shares68.8K

Event2026-03-31

Filed2026-05-08

GSUS

GOLDMAN SACHS ETF TR

0.03%

Shares33.6K

Event2026-03-31

Filed2026-05-08

SPSM

SPDR SERIES TRUST

30.96%

Shares62.2K

Event2026-03-31

Filed2026-05-08

IGSB

ISHARES TR

32.82%

Shares57.1K

Event2026-03-31

Filed2026-05-08

UNH

UNITEDHEALTH GROUP INC

27.37%

Shares11.0K

Event2026-03-31

Filed2026-05-08

IUSB

ISHARES TR

-8.61%

Shares62.7K

Event2026-03-31

Filed2026-05-08

TSLA

TESLA INC

11.68%

Shares7.7K

Event2026-03-31

Filed2026-05-08

DSEP

FIRST TR EXCHNG TRADED FD VI

-3.39%

Shares64.5K

Event2026-03-31

Filed2026-05-08

QMAG

FIRST TR EXCHNG TRADED FD VI

-0.42%

Shares119.5K

Event2026-03-31

Filed2026-05-08

BOND

PIMCO ETF TR

3.76%

Shares29.4K

Event2026-03-31

Filed2026-05-08

AGG

ISHARES TR

-6.70%

Shares27.0K

Event2026-03-31

Filed2026-05-08

ILDR

FIRST TR EXCHNG TRADED FD VI

42.21%

Shares88.7K

Event2026-03-31

Filed2026-05-08

FTNT

FORTINET INC

35.48%

Shares31.3K

Event2026-03-31

Filed2026-05-08

XTEN

BONDBLOXX ETF TRUST

5.51%

Shares55.6K

Event2026-03-31

Filed2026-05-08

SCHW

SCHWAB CHARLES CORP

-17.46%

Shares26.9K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

7.31%

Shares14.7K

Event2026-03-31

Filed2026-05-08

BIZD

VANECK ETF TRUST

168.31%

Shares192.8K

Event2026-03-31

Filed2026-05-08

JANM

FIRST TR EXCHNG TRADED FD VI

New

Shares74.8K

Event2026-03-31

Filed2026-05-08

SFEB

FIRST TR EXCHNG TRADED FD VI

New

Shares102.7K

Event2026-03-31

Filed2026-05-08

SMIZ

ZACKS TRUST

42.07%

Shares64.5K

Event2026-03-31

Filed2026-05-08

MUB

ISHARES TR

0.08%

Shares22.5K

Event2026-03-31

Filed2026-05-08

BUFR

FIRST TR EXCHNG TRADED FD VI

-1.72%

Shares69.3K

Event2026-03-31

Filed2026-05-08

FJAN

FIRST TR EXCHNG TRADED FD VI

-1.78%

Shares46.4K

Event2026-03-31

Filed2026-05-08

SHLD

GLOBAL X FDS

10.59%

Shares32.7K

Event2026-03-31

Filed2026-05-08

SCHZ

SCHWAB STRATEGIC TR

-4.59%

Shares99.4K

Event2026-03-31

Filed2026-05-08

AMID

EA SERIES TRUST

6.64%

Shares71.3K

Event2026-03-31

Filed2026-05-08

SPEM

SPDR INDEX SHS FDS

26.85%

Shares48.5K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

-6.78%

Shares3.5K

Event2026-03-31

Filed2026-05-08

TBIL

RBB FD INC

-6.31%

Shares44.1K

Event2026-03-31

Filed2026-05-08

CORO

BLACKROCK ETF TRUST

New

Shares68.2K

Event2026-03-31

Filed2026-05-08

BUFD

FIRST TR EXCHNG TRADED FD VI

-1.28%

Shares77.4K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

0.73%

Shares7.5K

Event2026-03-31

Filed2026-05-08

BKNG

BOOKING HOLDINGS INC

-17.66%

Shares513

Event2026-03-31

Filed2026-05-08

BFRZ

INNOVATOR ETFS TRUST

-5.73%

Shares79.3K

Event2026-03-31

Filed2026-05-08

DHDG

FIRST TR EXCHNG TRADED FD VI

-1.91%

Shares62.2K

Event2026-03-31

Filed2026-05-08

MASTERCARD INCORPORATED

-15.23%

Shares4.0K

Event2026-03-31

Filed2026-05-08

LMT

LOCKHEED MARTIN CORP

0.55%

Shares3.3K

Event2026-03-31

Filed2026-05-08

RSSE

FIRST TR EXCHNG TRADED FD VI

-1.71%

Shares92.7K

Event2026-03-31

Filed2026-05-08

GE AEROSPACE

30.71%

Shares7.0K

Event2026-03-31

Filed2026-05-08

FIRST TR EXCHANGE-TRADED FD

-1.39%

Shares118.1K

Event2026-03-31

Filed2026-05-08

ACWX

ISHARES TR

New

Shares28.8K

Event2026-03-31

Filed2026-05-08

KNG

FIRST TR EXCHANGE-TRADED FD

3.17%

Shares40.1K

Event2026-03-31

Filed2026-05-08

FLBL

FRANKLIN TEMPLETON ETF TR

33.16%

Shares84.4K

Event2026-03-31

Filed2026-05-08

VUG

VANGUARD INDEX FDS

-8.15%

Shares4.4K

Event2026-03-31

Filed2026-05-08

LMBS

FIRST TR EXCHANGE-TRADED FD

-2.69%

Shares38.4K

Event2026-03-31

Filed2026-05-08

ABT

ABBOTT LABORATORIES

32.47%

Shares18.4K

Event2026-03-31

Filed2026-05-08

MMM

3M CO

32.78%

Shares12.9K

Event2026-03-31

Filed2026-05-08

XLK

SELECT SECTOR SPDR TR

0.97%

Shares13.9K

Event2026-03-31

Filed2026-05-08

QSPT

FIRST TR EXCHNG TRADED FD VI

-2.32%

Shares58.5K

Event2026-03-31

Filed2026-05-08

COP

CONOCOPHILLIPS

13.44%

Shares13.4K

Event2026-03-31

Filed2026-05-08

IYW

ISHARES TR

-4.46%

Shares9.6K

Event2026-03-31

Filed2026-05-08

MGNR

AMERICAN BEACON SELECT FUNDS

11.08%

Shares33.4K

Event2026-03-31

Filed2026-05-08

CVX

CHEVRON CORPORATION

-2.23%

Shares8.3K

Event2026-03-31

Filed2026-05-08

GSLC

GOLDMAN SACHS ETF TR

-1.82%

Shares13.4K

Event2026-03-31

Filed2026-05-08

EATON CORP PLC

30.82%

Shares4.6K

Event2026-03-31

Filed2026-05-08

SCHV

SCHWAB STRATEGIC TR

1.06%

Shares53.2K

Event2026-03-31

Filed2026-05-08

IQV

IQVIA HLDGS INC

-22.56%

Shares9.5K

Event2026-03-31

Filed2026-05-08

GLDM

WORLD GOLD TR

-26.03%

Shares17.1K

Event2026-03-31

Filed2026-05-08

MBB

ISHARES TR

-4.86%

Shares16.7K

Event2026-03-31

Filed2026-05-08

KROGER CO

30.25%

Shares21.4K

Event2026-03-31

Filed2026-05-08

FTSM

FIRST TR EXCHANGE-TRADED FD

-5.66%

Shares25.3K

Event2026-03-31

Filed2026-05-08

ISHARES GOLD TR

-5.96%

Shares17.0K

Event2026-03-31

Filed2026-05-08

DFAC

DIMENSIONAL ETF TRUST

-8.22%

Shares37.8K

Event2026-03-31

Filed2026-05-08

QCOC

FIRST TR EXCHNG TRADED FD VI

-1.61%

Shares65.5K

Event2026-03-31

Filed2026-05-08

IAGG

ISHARES TR

-2.08%

Shares28.3K

Event2026-03-31

Filed2026-05-08

FIXD

FIRST TR EXCHNG TRADED FD VI

-9.22%

Shares32.5K

Event2026-03-31

Filed2026-05-08

AVUV

AMERICAN CENTY ETF TR

50.31%

Shares12.8K

Event2026-03-31

Filed2026-05-08

AVDV

AMERICAN CENTY ETF TR

0.44%

Shares13.6K

Event2026-03-31

Filed2026-05-08

QDEC

FIRST TR EXCHNG TRADED FD VI

-2.31%

Shares43.1K

Event2026-03-31

Filed2026-05-08

GSIE

GOLDMAN SACHS ETF TR

-2.45%

Shares31.1K

Event2026-03-31

Filed2026-05-08

FTGS

FIRST TR EXCHANGE-TRADED FD

-3.47%

Shares39.0K

Event2026-03-31

Filed2026-05-08

SYK

STRYKER CORPORATION

34.16%

Shares4.0K

Event2026-03-31

Filed2026-05-08

ALTRIA GROUP INC

21.16%

Shares19.6K

Event2026-03-31

Filed2026-05-08

RFEM

FIRST TR EXCH TRADED FD III

8.71%

Shares15.6K

Event2026-03-31

Filed2026-05-08

FTLS

FIRST TR EXCH TRADED FD III

3.44%

Shares18.1K

Event2026-03-31

Filed2026-05-08

CENCORA INC

-15.14%

Shares4.0K

Event2026-03-31

Filed2026-05-08

IEFA

ISHARES TR

1.84%

Shares13.8K

Event2026-03-31

Filed2026-05-08

USMV

ISHARES TR

-2.76%

Shares13.1K

Event2026-03-31

Filed2026-05-08

JEPI

J P MORGAN EXCHANGE TRADED F

11.23%

Shares21.2K

Event2026-03-31

Filed2026-05-08

ELV

ELEVANCE HEALTH INC FORMERLY

-16.71%

Shares4.1K

Event2026-03-31

Filed2026-05-08

ESGE

ISHARES INC

-9.06%

Shares26.4K

Event2026-03-31

Filed2026-05-08

FHDG

FIRST TR EXCHNG TRADED FD VI

New

Shares35.2K

Event2026-03-31

Filed2026-05-08

PROCTER & GAMBLE CO

23.32%

Shares8.1K

Event2026-03-31

Filed2026-05-08

COCA COLA CO

23.89%

Shares15.4K

Event2026-03-31

Filed2026-05-08

SCIO

FIRST TR EXCHANGE-TRADED FD

New

Shares56.3K

Event2026-03-31

Filed2026-05-08

QCJL

FIRST TR EXCHNG TRADED FD VI

New

Shares49.6K

Event2026-03-31

Filed2026-05-08

VFLO

VICTORY PORTFOLIOS II

54.59%

Shares28.6K

Event2026-03-31

Filed2026-05-08

VCIT

VANGUARD SCOTTSDALE FDS

2.69%

Shares13.5K

Event2026-03-31

Filed2026-05-08

NEE

NEXTERA ENERGY INC

18.21%

Shares12.0K

Event2026-03-31

Filed2026-05-08

VEA

VANGUARD TAX-MANAGED FDS

-6.75%

Shares17.1K

Event2026-03-31

Filed2026-05-08

SCHP

SCHWAB STRATEGIC TR

29.86%

Shares40.7K

Event2026-03-31

Filed2026-05-08

BLCR

BLACKROCK ETF TRUST

New

Shares26.0K

Event2026-03-31

Filed2026-05-08

VGT

VANGUARD WORLD FD

3.06%

Shares1.4K

Event2026-03-31

Filed2026-05-08

DIS

DISNEY WALT CO

-24.63%

Shares10.5K

Event2026-03-31

Filed2026-05-08

VTI

VANGUARD INDEX FDS

5.01%

Shares3.1K

Event2026-03-31

Filed2026-05-08

CMBS

ISHARES TR

31.91%

Shares20.2K

Event2026-03-31

Filed2026-05-08

SCI

SERVICE CORP INTL

0.00%

Shares11.9K

Event2026-03-31

Filed2026-05-08

TMUS

T-MOBILE US INC

33.30%

Shares4.6K

Event2026-03-31

Filed2026-05-08

SDVD

FIRST TR EXCH TRADED FD III

7.56%

Shares43.4K

Event2026-03-31

Filed2026-05-08

GRNY

TIDAL TRUST I

-1.52%

Shares38.7K

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR

-3.00%

Shares1.6K

Event2026-03-31

Filed2026-05-08

IFRA

ISHARES TR

-3.52%

Shares15.7K

Event2026-03-31

Filed2026-05-08

HOME DEPOT INC

-5.76%

Shares2.7K

Event2026-03-31

Filed2026-05-08

PWB

INVESCO EXCHANGE TRADED FD T

14.37%

Shares6.9K

Event2026-03-31

Filed2026-05-08

ENERGY TRANSFER L P

2.18%

Shares44.9K

Event2026-03-31

Filed2026-05-08

GSBD

GOLDMAN SACHS BDC INC

-12.75%

Shares95.5K

Event2026-03-31

Filed2026-05-08

SOUTHERN CO

53.82%

Shares8.7K

Event2026-03-31

Filed2026-05-08

JULH

INNOVATOR ETFS TRUST

0.00%

Shares33.5K

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC

0.17%

Shares6.6K

Event2026-03-31

Filed2026-05-08

SPDW

SPDR INDEX SHS FDS

-3.62%

Shares17.8K

Event2026-03-31

Filed2026-05-08

LINDE PLC

20.84%

Shares1.6K

Event2026-03-31

Filed2026-05-08

EPD

ENTERPRISE PRODS PARTNERS L

-7.16%

Shares21.3K

Event2026-03-31

Filed2026-05-08

FRI

FIRST TR EXCHANGE-TRADED FD

11.38%

Shares28.1K

Event2026-03-31

Filed2026-05-08

AOA

ISHARES TR

-3.59%

Shares9.0K

Event2026-03-31

Filed2026-05-08

BAC

BANK AMERICA CORP

-0.92%

Shares15.8K

Event2026-03-31

Filed2026-05-08

FTCB

FIRST TR EXCHANGE-TRADED FD

-28.83%

Shares36.5K

Event2026-03-31

Filed2026-05-08

NULG

NUSHARES ETF TR

0.00%

Shares8.4K

Event2026-03-31

Filed2026-05-08

PHILIP MORRIS INTL INC

-3.60%

Shares4.6K

Event2026-03-31

Filed2026-05-08

CGMU

CAPITAL GRP FIXED INCM ETF T

10.88%

Shares27.5K

Event2026-03-31

Filed2026-05-08

SCHG

SCHWAB STRATEGIC TR

-16.80%

Shares25.6K

Event2026-03-31

Filed2026-05-08

SBUX

STARBUCKS CORP

-28.86%

Shares8.2K

Event2026-03-31

Filed2026-05-08

BINC

BLACKROCK ETF TRUST II

-8.06%

Shares14.1K

Event2026-03-31

Filed2026-05-08

BLV

VANGUARD BD INDEX FDS

-11.11%

Shares10.6K

Event2026-03-31

Filed2026-05-08

GCOR

GOLDMAN SACHS ETF TR

-3.69%

Shares17.6K

Event2026-03-31

Filed2026-05-08

ADBE

ADOBE INC

-9.18%

Shares3.0K

Event2026-03-31

Filed2026-05-08

ADSK

AUTODESK INC

-25.03%

Shares3.0K

Event2026-03-31

Filed2026-05-08

LGOV

FIRST TR EXCHANGE-TRADED FD

-8.62%

Shares32.7K

Event2026-03-31

Filed2026-05-08

QCOM

QUALCOMM INC

-20.40%

Shares5.4K

Event2026-03-31

Filed2026-05-08

SPTS

SPDR SERIES TRUST

-26.04%

Shares23.7K

Event2026-03-31

Filed2026-05-08

FPE

FIRST TR EXCH TRADED FD III

-5.77%

Shares38.9K

Event2026-03-31

Filed2026-05-08

NFLX

NETFLIX INC.

-1.41%

Shares7.1K

Event2026-03-31

Filed2026-05-08

ADI

ANALOG DEVICES INC

17.97%

Shares2.0K

Event2026-03-31

Filed2026-05-08

INVESCO EXCHANGE TRADED FD T

-0.06%

Shares3.4K

Event2026-03-31

Filed2026-05-08

VOOG

VANGUARD ADMIRAL FDS INC

0.97%

Shares1.6K

Event2026-03-31

Filed2026-05-08

AVSC

AMERICAN CENTY ETF TR

-0.01%

Shares10.1K

Event2026-03-31

Filed2026-05-08

RDVY

FIRST TR EXCHANGE TRADED FD

-3.95%

Shares9.1K

Event2026-03-31

Filed2026-05-08

OCTM

FIRST TR EXCHNG TRADED FD VI

New

Shares18.7K

Event2026-03-31

Filed2026-05-08

APD

AIR PRODUCTS AND CHEMICALS I

-25.51%

Shares2.1K

Event2026-03-31

Filed2026-05-08

CHKP

CHECK POINT SOFTWARE TECH LT

-22.82%

Shares4.2K

Event2026-03-31

Filed2026-05-08

ACEI

INNOVATOR ETFS TRUST

-6.82%

Shares26.0K

Event2026-03-31

Filed2026-05-08

YMAR

FIRST TR EXCHNG TRADED FD VI

New

Shares21.6K

Event2026-03-31

Filed2026-05-08

RBLX

ROBLOX CORP

-13.88%

Shares10.5K

Event2026-03-31

Filed2026-05-08

FSIG

FIRST TR EXCHANGE-TRADED FD

2.38%

Shares31.1K

Event2026-03-31

Filed2026-05-08

FBT

FIRST TR EXCHANGE-TRADED FD

-3.83%

Shares2.9K

Event2026-03-31

Filed2026-05-08

DBC

INVESCO DB COMMDY INDX TRCK

-6.74%

Shares20.0K

Event2026-03-31

Filed2026-05-08

ABNB

AIRBNB INC

-28.00%

Shares4.6K

Event2026-03-31

Filed2026-05-08

FIRST TR EXCHANGE-TRADED FD

New

Shares28.4K

Event2026-03-31

Filed2026-05-08

ABBV

ABBVIE INC

4.69%

Shares2.7K

Event2026-03-31

Filed2026-05-08

GOVT

ISHARES TR

New

Shares25.1K

Event2026-03-31

Filed2026-05-08

NAPR

INNOVATOR ETFS TRUST

0.00%

Shares10.4K

Event2026-03-31

Filed2026-05-08

DFAX

DIMENSIONAL ETF TRUST

-16.52%

Shares16.5K

Event2026-03-31

Filed2026-05-08

AJUL

INNOVATOR ETFS TRUST

0.07%

Shares19.2K

Event2026-03-31

Filed2026-05-08

DEERE & CO

0.92%

Shares983

Event2026-03-31

Filed2026-05-08

BNDX

VANGUARD CHARLOTTE FDS

122.80%

Shares11.5K

Event2026-03-31

Filed2026-05-08

WELL

WELLTOWER INC

28.69%

Shares2.7K

Event2026-03-31

Filed2026-05-08

IJR

ISHARES TR

-4.77%

Shares4.3K

Event2026-03-31

Filed2026-05-08

EQIX

EQUINIX INC

25.98%

Shares548

Event2026-03-31

Filed2026-05-08

EWC

ISHARES INC

0.00%

Shares9.8K

Event2026-03-31

Filed2026-05-08

EMXC

ISHARES INC

-5.27%

Shares6.7K

Event2026-03-31

Filed2026-05-08

VXUS

VANGUARD STAR FDS

-14.74%

Shares6.8K

Event2026-03-31

Filed2026-05-08

WASTE MGMT INC DEL

0.13%

Shares2.2K

Event2026-03-31

Filed2026-05-08

QDPL

PACER FDS TR

31.41%

Shares12.7K

Event2026-03-31

Filed2026-05-08

ORCL

ORACLE CORP

-6.18%

Shares3.4K

Event2026-03-31

Filed2026-05-08

LCTU

BLACKROCK ETF TRUST

-30.59%

Shares7.1K

Event2026-03-31

Filed2026-05-08

KMX

CARMAX INC

-24.82%

Shares12.0K

Event2026-03-31

Filed2026-05-08

EXCHANGE LISTED FDS TR

0.22%

Shares18.7K

Event2026-03-31

Filed2026-05-08

VGK

VANGUARD INTL EQUITY INDEX F

11.65%

Shares5.9K

Event2026-03-31

Filed2026-05-08

NULV

NUSHARES ETF TR

-0.15%

Shares10.7K

Event2026-03-31

Filed2026-05-08

COST

COSTCO WHOLESALE CORPORATION

2.13%

Shares480

Event2026-03-31

Filed2026-05-08

JCPB

J P MORGAN EXCHANGE TRADED F

-43.95%

Shares10.1K

Event2026-03-31

Filed2026-05-08

ROCKET LAB CORP

New

Shares7.4K

Event2026-03-31

Filed2026-05-08

VERIZON COMMUNICATIONS INC

-14.31%

Shares9.3K

Event2026-03-31

Filed2026-05-08

WFC

WELLS FARGO & CO

-3.17%

Shares5.9K

Event2026-03-31

Filed2026-05-08

ARCC

ARES CAPITAL CORP

2.83%

Shares25.8K

Event2026-03-31

Filed2026-05-08

DEO

DIAGEO PLC

-27.13%

Shares6.2K

Event2026-03-31

Filed2026-05-08

OEF

ISHARES TR

-18.09%

Shares1.5K

Event2026-03-31

Filed2026-05-08

MTUM

ISHARES TR

-14.50%

Shares1.9K

Event2026-03-31

Filed2026-05-08

FMB

FIRST TR EXCH TRADED FD III

12.23%

Shares8.9K

Event2026-03-31

Filed2026-05-08

FPEI

FIRST TR EXCH TRADED FD III

0.94%

Shares23.6K

Event2026-03-31

Filed2026-05-08

MPLX

MPLX LP

1.87%

Shares7.8K

Event2026-03-31

Filed2026-05-08

AMD

ADVANCED MICRO DEVICES INC

-1.57%

Shares2.2K

Event2026-03-31

Filed2026-05-08

CSCO

CISCO SYS INC

-0.19%

Shares5.7K

Event2026-03-31

Filed2026-05-08

APRH

INNOVATOR ETFS TRUST

0.00%

Shares17.9K

Event2026-03-31

Filed2026-05-08

UCON

FIRST TR EXCHNG TRADED FD VI

1.59%

Shares17.6K

Event2026-03-31

Filed2026-05-08

ECL

ECOLAB INC

-24.56%

Shares1.6K

Event2026-03-31

Filed2026-05-08

FIRST TR EXCHNG TRADED FD VI

New

Shares14.8K

Event2026-03-31

Filed2026-05-08

FELG

FIDELITY COVINGTON TRUST

0.03%

Shares11.5K

Event2026-03-31

Filed2026-05-08

BIV

VANGUARD BD INDEX FDS

-9.78%

Shares5.6K

Event2026-03-31

Filed2026-05-08

MAIN

MAIN STR CAP CORP

New

Shares8.1K

Event2026-03-31

Filed2026-05-08

JPST

J P MORGAN EXCHANGE TRADED F

0.45%

Shares8.3K

Event2026-03-31

Filed2026-05-08

XSVM

INVESCO EXCHANGE TRADED FD T

13.77%

Shares6.8K

Event2026-03-31

Filed2026-05-08

GLD

SPDR GOLD TR

-0.83%

Shares957

Event2026-03-31

Filed2026-05-08

LOW

LOWES COS INC

-0.23%

Shares1.7K

Event2026-03-31

Filed2026-05-08

GEM

GOLDMAN SACHS ETF TR

-0.78%

Shares9.4K

Event2026-03-31

Filed2026-05-08

PSA

PUBLIC STORAGE OPER CO

34.05%

Shares1.5K

Event2026-03-31

Filed2026-05-08

BALT

INNOVATOR ETFS TRUST

-31.91%

Shares12.0K

Event2026-03-31

Filed2026-05-08

NUDM

NUSHARES ETF TR

-0.58%

Shares11.1K

Event2026-03-31

Filed2026-05-08

MAS

MASCO CORP

-25.02%

Shares6.6K

Event2026-03-31

Filed2026-05-08

IBM

INTERNATIONAL BUSINESS MACHS

-6.00%

Shares1.6K

Event2026-03-31

Filed2026-05-08

PYPL

PAYPAL HLDGS INC

0.29%

Shares8.7K

Event2026-03-31

Filed2026-05-08

SCHD

SCHWAB STRATEGIC TR

-2.38%

Shares12.8K

Event2026-03-31

Filed2026-05-08

CAT

CATERPILLAR INC

-4.84%

Shares550

Event2026-03-31

Filed2026-05-08

MEDTRONIC PLC

-0.70%

Shares4.4K

Event2026-03-31

Filed2026-05-08

AXP

AMERICAN EXPRESS CO

-0.79%

Shares1.3K

Event2026-03-31

Filed2026-05-08

AOR

ISHARES TR

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-08

TJUL

INNOVATOR ETFS TRUST

0.00%

Shares12.9K

Event2026-03-31

Filed2026-05-08

GENERAL DYNAMICS CORP

-5.16%

Shares1.1K

Event2026-03-31

Filed2026-05-08

ISPY

PROSHARES TR

-41.87%

Shares8.5K

Event2026-03-31

Filed2026-05-08

VTV

VANGUARD INDEX FDS

-14.36%

Shares1.9K

Event2026-03-31

Filed2026-05-08

IBIT

ISHARES BITCOIN TRUST ETF

-43.99%

Shares9.5K

Event2026-03-31

Filed2026-05-08

NVS

NOVARTIS AG

-6.12%

Shares2.4K

Event2026-03-31

Filed2026-05-08

BANK NEW YORK MELLON CORP

-1.48%

Shares3.0K

Event2026-03-31

Filed2026-05-08

DSI

ISHARES TR

-28.41%

Shares2.9K

Event2026-03-31

Filed2026-05-08

TLT

ISHARES TR

-18.22%

Shares4.0K

Event2026-03-31

Filed2026-05-08

SPTL

SPDR SERIES TRUST

0.59%

Shares13.3K

Event2026-03-31

Filed2026-05-08

BSV

VANGUARD BD INDEX FDS

2.90%

Shares4.5K

Event2026-03-31

Filed2026-05-08

XUSP

INNOVATOR ETFS TRUST

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-08

IEF

ISHARES TR

-33.92%

Shares3.6K

Event2026-03-31

Filed2026-05-08

PEP

PEPSICO INC

-9.98%

Shares2.2K

Event2026-03-31

Filed2026-05-08

IQQQ

PROSHARES TR

0.49%

Shares8.3K

Event2026-03-31

Filed2026-05-08

SUSC

ISHARES TR

0.40%

Shares14.8K

Event2026-03-31

Filed2026-05-08

CMCSA

COMCAST CORP NEW

-3.57%

Shares11.9K

Event2026-03-31

Filed2026-05-08

OBDC

BLUE OWL CAPITAL CORPORATION

0.00%

Shares30.9K

Event2026-03-31

Filed2026-05-08

J P MORGAN EXCHANGE TRADED F

40.70%

Shares3.6K

Event2026-03-31

Filed2026-05-08

TSLX

SIXTH STREET SPECIALTY LENDI

77.80%

Shares18.2K

Event2026-03-31

Filed2026-05-08

J P MORGAN EXCHANGE TRADED F

New

Shares4.8K

Event2026-03-31

Filed2026-05-08

GSSC

GOLDMAN SACHS ETF TR

-1.00%

Shares4.4K

Event2026-03-31

Filed2026-05-08

AEP

AMERICAN ELEC PWR CO INC

0.61%

Shares2.5K

Event2026-03-31

Filed2026-05-08

KMI

KINDER MORGAN INC DEL

-1.76%

Shares9.6K

Event2026-03-31

Filed2026-05-08

BKCI

BNY MELLON ETF TRUST

-20.47%

Shares6.5K

Event2026-03-31

Filed2026-05-08

LSAF

TWO RDS SHARED TR

0.00%

Shares6.9K

Event2026-03-31

Filed2026-05-08

MCK

MCKESSON CORP

-2.14%

Shares365

Event2026-03-31

Filed2026-05-08

PANW

PALO ALTO NETWORKS INC

2.24%

Shares1.9K

Event2026-03-31

Filed2026-05-08

VEEV

VEEVA SYS INC

-28.60%

Shares1.8K

Event2026-03-31

Filed2026-05-08

XDQQ

INNOVATOR ETFS TRUST

-3.27%

Shares8.3K

Event2026-03-31

Filed2026-05-08

MGC

VANGUARD WORLD FD

0.23%

Shares1.3K

Event2026-03-31

Filed2026-05-08

APRJ

INNOVATOR ETFS TRUST

0.00%

Shares12.4K

Event2026-03-31

Filed2026-05-08

UFEB

INNOVATOR ETFS TRUST

0.00%

Shares8.3K

Event2026-03-31

Filed2026-05-08

USXF

ISHARES TR

-22.80%

Shares5.4K

Event2026-03-31

Filed2026-05-08

GIGB

GOLDMAN SACHS ETF TR

0.02%

Shares6.5K

Event2026-03-31

Filed2026-05-08

XLSR

SSGA ACTIVE TR

-0.66%

Shares5.1K

Event2026-03-31

Filed2026-05-08

DXCM

DEXCOM INC

-13.85%

Shares4.6K

Event2026-03-31

Filed2026-05-08

MCD

MCDONALDS CORP

-0.11%

Shares934

Event2026-03-31

Filed2026-05-08

PNC

PNC FINL SVCS GROUP INC

27.54%

Shares1.4K

Event2026-03-31

Filed2026-05-08

SUB

ISHARES TR

-8.48%

Shares2.7K

Event2026-03-31

Filed2026-05-08

XLE

SELECT SECTOR SPDR TR

3.41%

Shares4.7K

Event2026-03-31

Filed2026-05-08

UNILEVER PLC

1.17%

Shares5.0K

Event2026-03-31

Filed2026-05-08

NSC

NORFOLK SOUTHN CORP

-0.10%

Shares991

Event2026-03-31

Filed2026-05-08

IWM

ISHARES TR

-0.69%

Shares1.1K

Event2026-03-31

Filed2026-05-08

BDX

BECTON DICKINSON & CO

6.65%

Shares1.8K

Event2026-03-31

Filed2026-05-08

VTIP

VANGUARD MALVERN FDS

-0.83%

Shares5.6K

Event2026-03-31

Filed2026-05-08

IDHQ

INVESCO EXCH TRADED FD TR II

0.00%

Shares7.8K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

0.11%

Shares897

Event2026-03-31

Filed2026-05-08

AT&T INC

-0.18%

Shares9.1K

Event2026-03-31

Filed2026-05-08

SHOP

SHOPIFY INC

New

Shares2.2K

Event2026-03-31

Filed2026-05-08

PFE

PFIZER INC

2.73%

Shares9.3K

Event2026-03-31

Filed2026-05-08

KKR & CO INC

1.06%

Shares2.8K

Event2026-03-31

Filed2026-05-08

ASML

ASML HLDG NV

-0.51%

Shares194

Event2026-03-31

Filed2026-05-08

ENB

ENBRIDGE INC

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-08

EMB

ISHARES TR

-15.71%

Shares2.7K

Event2026-03-31

Filed2026-05-08

IWF

ISHARES TR

0.52%

Shares584

Event2026-03-31

Filed2026-05-08

IBDT

ISHARES TR

0.02%

Shares9.8K

Event2026-03-31

Filed2026-05-08

SGOV

ISHARES TR

14.50%

Shares2.4K

Event2026-03-31

Filed2026-05-08

RTX

RTX CORPORATION

4.14%

Shares1.3K

Event2026-03-31

Filed2026-05-08

MGK

VANGUARD WORLD FD

-15.94%

Shares659

Event2026-03-31

Filed2026-05-08

PJAN

INNOVATOR ETFS TRUST

-11.54%

Shares5.3K

Event2026-03-31

Filed2026-05-08

DVY

ISHARES TR

0.13%

Shares1.6K

Event2026-03-31

Filed2026-05-08

HON

HONEYWELL INTL INC

-0.09%

Shares1.1K

Event2026-03-31

Filed2026-05-08

BND

VANGUARD BD INDEX FDS

New

Shares3.3K

Event2026-03-31

Filed2026-05-08

FIX

COMFORT SYS USA INC

-0.57%

Shares173

Event2026-03-31

Filed2026-05-08

MAGS

LISTED FDS TR

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-08

SPAB

SPDR SERIES TRUST

-1.63%

Shares9.2K

Event2026-03-31

Filed2026-05-08

ONEQ

FIDELITY COMWLTH TR

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-08

HELO

J P MORGAN EXCHANGE TRADED F

-0.08%

Shares3.6K

Event2026-03-31

Filed2026-05-08

CHUBB LTD SWITZ

0.43%

Shares704

Event2026-03-31

Filed2026-05-08

TLH

ISHARES TR

-8.84%

Shares2.2K

Event2026-03-31

Filed2026-05-08

XLF

SELECT SECTOR SPDR TR

New

Shares4.4K

Event2026-03-31

Filed2026-05-08

PPL

PPL CORP

-4.33%

Shares5.7K

Event2026-03-31

Filed2026-05-08

UBER

UBER TECHNOLOGIES INC

-1.56%

Shares3.0K

Event2026-03-31

Filed2026-05-08

EAGG

ISHARES TR

New

Shares4.4K

Event2026-03-31

Filed2026-05-08

CVS

CVS HEALTH CORP

New

Shares2.9K

Event2026-03-31

Filed2026-05-08

MERCK & CO INC

-0.75%

Shares1.7K

Event2026-03-31

Filed2026-05-08

OMC

OMNICOM GROUP INC

-11.01%

Shares2.7K

Event2026-03-31

Filed2026-05-08

QUS

SPDR SERIES TRUST

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-08

SNY

SANOFI SA

-1.89%

Shares4.2K

Event2026-03-31

Filed2026-05-08

SMH

VANECK ETF TRUST

1.54%

Shares527

Event2026-03-31

Filed2026-05-08

NKX

NUVEEN CALIF AMT FREE MUNI I

0.00%

Shares12.8K

Event2026-03-31

Filed2026-05-08

IBRX

IMMUNITYBIO INC

0.00%

Shares14.4K

Event2026-03-31

Filed2026-05-08

ADT

ADT INC DEL

-6.80%

Shares14.4K

Event2026-03-31

Filed2026-05-08

RDDT

REDDIT INC

New

Shares558

Event2026-03-31

Filed2026-05-08

GRAB

GRAB HOLDINGS LIMITED

0.00%

Shares18.0K

Event2026-03-31

Filed2026-05-08

PYXS

PYXIS ONCOLOGY INC

-3.11%

Shares21.3K

Event2026-03-31

Filed2026-05-08

IAUX

I-80 GOLD CORP

New

Shares11.4K

Event2026-03-31

Filed2026-05-08

SNAP

SNAP INC

New

Shares200

Event2026-03-31

Filed2026-05-08

Call Option Holdings

RDDT Call CallREDDIT INC1.0K sharesnew addition2026-03-312026-05-08

SNAP Call CallSNAP INC10.6K shares0.00%2026-03-312026-05-08

ROCKET LAB CORP Call CallROCKET LAB CORP100 sharesnew addition2026-03-312026-05-08

RDDT Call

REDDIT INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-08

SNAP Call

SNAP INC

0.00%

Shares10.6K

Event2026-03-31

Filed2026-05-08

ROCKET LAB CORP Call

ROCKET LAB CORP

New

Shares100

Event2026-03-31

Filed2026-05-08

Put Option Holdings

No put option holdings data available