Sponsored
The Analysis of MARK SHEPTOFF FINANCIAL PLANNING, LLC's Holdings & P&L
Currently, MARK SHEPTOFF FINANCIAL PLANNING, LLC holds 510 types of securities in its portfolio with a total value $188.9M. In the most recent quarter, they have increased their positions in VCIT (+12.5K shares, valued at $1.0M), JCPB (+19.0K shares, valued at $889.0K), FDVV (+11.5K shares, valued at $675.6K); decreased their positions in AAPL (-15.5K shares, valued at $4.4M), TSLA (-7.3K shares, valued at $2.9M), UNH (-6.0K shares, valued at $2.2M); initiated new positions in VCIT (+12.5K shares, valued at $1.0M), JCPB (+19.0K shares, valued at $889.0K), HPE (+13.1K shares, valued at $393.5K).
1M P&L
+4.1M+2.20%
3M P&L
+1.2M+0.63%
HY P&L
+3.8M+2.04%
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
1Software - Infrastructure36.8M
19.6%
2N/A17.4M
9.3%
3Utilities - Regulated Electric17.3M
9.2%
Top Industries by Stock Count
1N/A138 stocks
29.7%
2Biotechnology20 stocks
4.3%
3Utilities - Regulated Electric15 stocks
3.2%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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Sponsored
Sponsored
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KINIKSA PHARMACEUTICALS INTERNATION KINIKSA PHARMACEUTICALS INTERNATION16.5K shares0.92%2026-03-312026-05-11
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BAE SYSTEMS PLC SPONSORED ADR BAE SYSTEMS PLC SPONSORED ADR100 sharesnew addition2026-03-312026-05-11
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Sponsored
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Sponsored
Sponsored
Sponsored
KRANESHARES TRUST ARTIFICIAL INTEL KRANESHARES TRUST ARTIFICIAL INTEL181 sharesnew addition2026-03-312026-05-11
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Sponsored
Sponsored
INVESCO EXCHANGE- TRADED FUND TRUST INVESCO INVESCO EXCHANGE- TRADED FUND TRUST INVESCO128 shares0.00%2026-03-312026-05-11
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Sponsored
Sponsored
Sponsored
GPIQ GOLDMAN SACHS ETF TRUST GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF100 shares0.00%2026-03-312026-05-11
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Sponsored
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Sponsored
ASTRAZENECA PLC ORD USD0.25 ISIN #GB0009895292 SEDOL #BPY0JG9 ASTRAZENECA PLC ORD USD0.25 ISIN #GB0009895292 SEDOL #BPY0JG922 sharesnew addition2026-03-312026-05-11
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
MSFT
-5.04%MICROSOFT CORP
Shares45.9K
Event2026-03-31
Filed2026-05-11
NEE
-4.34%NEXTERA ENERGY INC
Shares175.5K
Event2026-03-31
Filed2026-05-11
CELESTICA INC
-2.13%CELESTICA INC
Shares29.7K
Event2026-03-31
Filed2026-05-11
PLTR
0.63%PALANTIR TECHNOLOGIES INC
Shares73.3K
Event2026-03-31
Filed2026-05-11
AAPL
-33.27%APPLE INC
Shares31.1K
Event2026-03-31
Filed2026-05-11
RTX
1.02%RTX CORPORATION
Shares44.7K
Event2026-03-31
Filed2026-05-11
JNJ
-7.76%JOHNSON &JOHNSON
Shares32.8K
Event2026-03-31
Filed2026-05-11
PEP
-9.93%PEPSICO INC
Shares36.7K
Event2026-03-31
Filed2026-05-11
VEEV
-4.01%VEEVA SYSTEMS INC
Shares27.2K
Event2026-03-31
Filed2026-05-11
ABBV
-16.60%ABBVIE INC COM USD0.01
Shares21.2K
Event2026-03-31
Filed2026-05-11
VRTX
-6.83%VERTEX PHARMACEUTICALS INC
Shares9.5K
Event2026-03-31
Filed2026-05-11
INVESCO EXCHANGE TRADED FD TR
9.48%INVESCO EXCHANGE TRADED FD TR
Shares17.3K
Event2026-03-31
Filed2026-05-11
TSLA
-45.68%TESLA INC
Shares8.7K
Event2026-03-31
Filed2026-05-11
BERKSHIRE HATHAWAY INC
-4.75%BERKSHIRE HATHAWAY INC
Shares6.8K
Event2026-03-31
Filed2026-05-11
GENERAL DYNAMICS CORP
3.46%GENERAL DYNAMICS CORP
Shares8.2K
Event2026-03-31
Filed2026-05-11
V
-4.69%VISA INC
Shares8.1K
Event2026-03-31
Filed2026-05-11
CIBR
-5.22%FIRST TR EXCHANGE TRADED FD II
Shares32.9K
Event2026-03-31
Filed2026-05-11
NVDA
-30.16%NVIDIA CORPORATION
Shares11.3K
Event2026-03-31
Filed2026-05-11
VYM
24.20%VANGUARD WHITEHALL FDS
Shares13.7K
Event2026-03-31
Filed2026-05-11
KO
-7.56%COCA-COLA CO
Shares26.6K
Event2026-03-31
Filed2026-05-11
BAI
-2.13%BLACKROCK ETF TRUST
Shares44.9K
Event2026-03-31
Filed2026-05-11
AMZN
28.92%AMAZON.COM INC
Shares7.0K
Event2026-03-31
Filed2026-05-11
COST
-46.15%COSTCO WHOLESALE CORP
Shares1.6K
Event2026-03-31
Filed2026-05-11
ABT
-58.26%ABBOTT LABORATORIES
Shares17.9K
Event2026-03-31
Filed2026-05-11
IHAK
-2.33%ISHARES TR
Shares31.4K
Event2026-03-31
Filed2026-05-11
PWR
0.00%QUANTA SERVICES
Shares1.8K
Event2026-03-31
Filed2026-05-11
MDLZ
-5.41%MONDELEZ INTL INC
Shares22.3K
Event2026-03-31
Filed2026-05-11
AEP
-13.35%AMERICAN ELEC PWR CO INC COM
Shares9.3K
Event2026-03-31
Filed2026-05-11
VIG
29.04%VANGUARD SPECIALIZED FUNDS
Shares5.5K
Event2026-03-31
Filed2026-05-11
UNH
-64.99%UNITEDHEALTH GROUP INC
Shares3.2K
Event2026-03-31
Filed2026-05-11
KTOS
0.66%KRATOS DEFENSE AND SECURITY SOLUTIONS INC
Shares19.1K
Event2026-03-31
Filed2026-05-11
HD
-1.72%HOME DEPOT INC
Shares3.4K
Event2026-03-31
Filed2026-05-11
TXN
0.00%TEXAS INSTRUMENTS INC
Shares3.7K
Event2026-03-31
Filed2026-05-11
HIG
-0.32%THE HARTFORD INSURANCE GROUP, INC.
Shares7.7K
Event2026-03-31
Filed2026-05-11
VCIT
NewVANGUARD SCOTTSDALE FUNDS
Shares12.5K
Event2026-03-31
Filed2026-05-11
AWK
-10.44%AMERICAN WATER WORKS COMPANY INC NEW
Shares8.2K
Event2026-03-31
Filed2026-05-11
TTC
0.00%TORO CO
Shares10.0K
Event2026-03-31
Filed2026-05-11
KINIKSA PHARMACEUTICALS INTERNATION
0.92%KINIKSA PHARMACEUTICALS INTERNATION
Shares16.5K
Event2026-03-31
Filed2026-05-11
JCPB
NewJ P MORGAN EXCHANGE TRADED FD
Shares19.0K
Event2026-03-31
Filed2026-05-11
DVN
-2.08%DEVON ENERGY CORP NEW
Shares16.4K
Event2026-03-31
Filed2026-05-11
LMT
-3.57%LOCKHEED MARTIN CORP
Shares1.6K
Event2026-03-31
Filed2026-05-11
FAS
0.00%DIREXION SHARES ETF TRUST
Shares6.0K
Event2026-03-31
Filed2026-05-11
XLI
17.94%SELECT SECTOR SPDR TR
Shares4.6K
Event2026-03-31
Filed2026-05-11
XLV
13.83%SELECT SECTOR SPDR TR
Shares5.1K
Event2026-03-31
Filed2026-05-11
NVS
-7.18%NOVARTIS AG
Shares5.1K
Event2026-03-31
Filed2026-05-11
EVTR
5.09%MORGAN STANLEY ETF TRUST
Shares14.5K
Event2026-03-31
Filed2026-05-11
GILD
-2.64%GILEAD SCIENCES INC
Shares5.5K
Event2026-03-31
Filed2026-05-11
PG
-12.19%PROCTER AND GAMBLE CO
Shares4.9K
Event2026-03-31
Filed2026-05-11
SJM
1.14%SMUCKER J M CO
Shares7.3K
Event2026-03-31
Filed2026-05-11
LLY
0.00%ELI LILLY &CO
Shares705
Event2026-03-31
Filed2026-05-11
FDVV
9745.76%FIDELITY HIGH DIVIDEND ETF
Shares11.6K
Event2026-03-31
Filed2026-05-11
CCJ
0.88%CAMECO CORP
Shares5.7K
Event2026-03-31
Filed2026-05-11
ATRO
-2.21%ASTRONICS CORP
Shares8.8K
Event2026-03-31
Filed2026-05-11
TRV
-4.47%TRAVELERS COMPANIES INC
Shares1.9K
Event2026-03-31
Filed2026-05-11
NLR
21.79%VANECK ETF TR
Shares4.1K
Event2026-03-31
Filed2026-05-11
ORLY
0.00%OREILLY AUTOMOTIVE INC
Shares6.0K
Event2026-03-31
Filed2026-05-11
CFG
0.00%CITIZENS FINL GROUP INC
Shares8.7K
Event2026-03-31
Filed2026-05-11
BLACKSTONE INC
-2.17%BLACKSTONE INC
Shares4.5K
Event2026-03-31
Filed2026-05-11
HON
-10.31%HONEYWELL INTERNATIONAL INC
Shares2.6K
Event2026-03-31
Filed2026-05-11
CL
-21.44%COLGATE-PALMOLIVE CO
Shares5.9K
Event2026-03-31
Filed2026-05-11
IVV
-18.07%ISHARES TR
Shares644
Event2026-03-31
Filed2026-05-11
SYM
-1.57%SYMBOTIC INC
Shares7.8K
Event2026-03-31
Filed2026-05-11
KGC
-0.63%KINROSS GOLD CORP
Shares15.4K
Event2026-03-31
Filed2026-05-11
WM
0.00%WASTE MANAGEMENT INC
Shares1.9K
Event2026-03-31
Filed2026-05-11
VTI
0.09%VANGUARD INDEX FDS
Shares1.1K
Event2026-03-31
Filed2026-05-11
HPE
NewHEWLETT PACKARD ENTERPRISE CO
Shares13.1K
Event2026-03-31
Filed2026-05-11
COOPER COS INC
-3.13%COOPER COS INC
Shares6.2K
Event2026-03-31
Filed2026-05-11
INVESCO QQQ TR
31.55%INVESCO QQQ TR
Shares542
Event2026-03-31
Filed2026-05-11
ENS
0.00%ENERSYS
Shares1.6K
Event2026-03-31
Filed2026-05-11
PFE
-32.05%PFIZER INC
Shares12.7K
Event2026-03-31
Filed2026-05-11
ET
0.00%ENERGY TRANSFER L P
Shares16.3K
Event2026-03-31
Filed2026-05-11
DUKE ENERGY CORP
-3.76%DUKE ENERGY CORP
Shares2.6K
Event2026-03-31
Filed2026-05-11
HNGE
0.00%HINGE HEALTH INC
Shares6.5K
Event2026-03-31
Filed2026-05-11
MU
0.00%MICRON TECHNOLOGY INC
Shares500
Event2026-03-31
Filed2026-05-11
PEG
0.00%PUBLIC SVC ENTERPRISE GRP INC
Shares4.0K
Event2026-03-31
Filed2026-05-11
T
-15.45%AT&T INC COM USD1
Shares12.2K
Event2026-03-31
Filed2026-05-11
HEI
0.00%HEICO CORP NEW
Shares1.1K
Event2026-03-31
Filed2026-05-11
OGE
0.00%OGE ENERGY CORP
Shares6.6K
Event2026-03-31
Filed2026-05-11
MA
0.00%MASTERCARD INCORPORATED
Shares635
Event2026-03-31
Filed2026-05-11
ED
0.00%CONSOLIDATED EDISON INC
Shares2.8K
Event2026-03-31
Filed2026-05-11
CGUS
-1.94%CAPITAL GROUP CORE EQUITY ETF
Shares7.1K
Event2026-03-31
Filed2026-05-11
BIV
NewVANGUARD BD INDEX FDS
Shares3.8K
Event2026-03-31
Filed2026-05-11
NESTLE ADR
NewNESTLE ADR
Shares2.9K
Event2026-03-31
Filed2026-05-11
WMT
-29.03%WALMART INC
Shares2.2K
Event2026-03-31
Filed2026-05-11
PYPL
-14.16%PAYPAL HLDGS INC
Shares6.1K
Event2026-03-31
Filed2026-05-11
XOM
-10.25%EXXON MOBIL CORP
Shares1.8K
Event2026-03-31
Filed2026-05-11
MMC
0.00%MARSH
Shares1.6K
Event2026-03-31
Filed2026-05-11
RYAN
-12.03%RYAN SPECIALTY HOLDINGS INC
Shares8.8K
Event2026-03-31
Filed2026-05-11
RCAT
-6.80%RED CAT HLDGS INC
Shares25.4K
Event2026-03-31
Filed2026-05-11
UEC
159.70%URANIUM ENERGY CORP
Shares17.4K
Event2026-03-31
Filed2026-05-11
LOW
0.00%LOWES COMPANIES INC
Shares1.1K
Event2026-03-31
Filed2026-05-11
CGDV
46.27%CAPITAL GROUP DIVIDEND VALUE ETF
Shares5.2K
Event2026-03-31
Filed2026-05-11
MCD
-30.07%MCDONALD S CORP
Shares814
Event2026-03-31
Filed2026-05-11
CSCO
-42.78%CISCO SYSTEMS INC
Shares2.4K
Event2026-03-31
Filed2026-05-11
ORCL
145.00%ORACLE CORP
Shares1.2K
Event2026-03-31
Filed2026-05-11
OKE
-9.13%ONEOK INC
Shares2.5K
Event2026-03-31
Filed2026-05-11
ALPHABET INC
-41.74%ALPHABET INC
Shares575
Event2026-03-31
Filed2026-05-11
FELV
0.46%FIDELITY ENHANCED LARGE CAP VALUE ETF
Shares5.7K
Event2026-03-31
Filed2026-05-11
BMY
-5.13%BRISTOL-MYERS SQUIBB CO
Shares3.7K
Event2026-03-31
Filed2026-05-11
ALPHABET INC
0.00%ALPHABET INC
Shares540
Event2026-03-31
Filed2026-05-11
NSC
-0.77%NORFOLK SOUTHN CORP
Shares645
Event2026-03-31
Filed2026-05-11
DIS
0.00%DISNEY WALT CO
Shares1.9K
Event2026-03-31
Filed2026-05-11
CVS
28.04%CVS HEALTH CORPORATION COM USD0.01
Shares2.3K
Event2026-03-31
Filed2026-05-11
BROADCOM INC
59.77%BROADCOM INC
Shares425
Event2026-03-31
Filed2026-05-11
NOBL
509.12%PROSHARES TR
Shares1.7K
Event2026-03-31
Filed2026-05-11
IGIB
NewISHARES TR
Shares3.4K
Event2026-03-31
Filed2026-05-11
AUGO
-6.38%AURA MINERALS INC
Shares2.2K
Event2026-03-31
Filed2026-05-11
PAAS
-45.17%PAN AMERN SILVER CORP
Shares3.3K
Event2026-03-31
Filed2026-05-11
LNT
0.00%ALLIANT ENERGY CORP
Shares2.1K
Event2026-03-31
Filed2026-05-11
SYY
-6.15%SYSCO CORP
Shares2.1K
Event2026-03-31
Filed2026-05-11
GMED
86.11%GLOBUS MEDICAL INC
Shares1.7K
Event2026-03-31
Filed2026-05-11
GPC
5.49%GENUINE PARTS CO
Shares1.4K
Event2026-03-31
Filed2026-05-11
FLEX
0.00%FLEX LTD
Shares1.5K
Event2026-03-31
Filed2026-05-11
PAGP
13.46%PLAINS GP HLDGS L P
Shares5.9K
Event2026-03-31
Filed2026-05-11
STLD
0.00%STEEL DYNAMICS INC
Shares600
Event2026-03-31
Filed2026-05-11
GDX
0.00%VANECK ETF TR
Shares1.7K
Event2026-03-31
Filed2026-05-11
VUG
500.73%VANGUARD INDEX FDS
Shares1.6K
Event2026-03-31
Filed2026-05-11
CAT
0.00%CATERPILLAR INC
Shares152
Event2026-03-31
Filed2026-05-11
FI
0.00%FISERV INC
Shares2.4K
Event2026-03-31
Filed2026-05-11
HCA
0.00%HCA HEALTHCARE INC
Shares300
Event2026-03-31
Filed2026-05-11
ISSC
NewINNOVATIVE SOLUTIONS AND SUPPORT INC
Shares6.2K
Event2026-03-31
Filed2026-05-11
MMM
0.00%3M CO
Shares888
Event2026-03-31
Filed2026-05-11
CRDO
-87.38%CREDO TECHNOLOGY GROUP HOLDING LTD
Shares650
Event2026-03-31
Filed2026-05-11
CTVA
-9.32%CORTEVA INC
Shares1.5K
Event2026-03-31
Filed2026-05-11
IBM
427.00%INTERNATIONAL BUS MACH CORP
Shares527
Event2026-03-31
Filed2026-05-11
CLX
-12.50%CLOROX CO
Shares1.4K
Event2026-03-31
Filed2026-05-11
CVX
-28.74%CHEVRON CORP NEW
Shares620
Event2026-03-31
Filed2026-05-11
CB
0.00%CHUBB LIMITED
Shares361
Event2026-03-31
Filed2026-05-11
HRL
-56.57%HORMEL FOODS CORP
Shares5.4K
Event2026-03-31
Filed2026-05-11
EBAY
-23.08%EBAY INC.
Shares1.0K
Event2026-03-31
Filed2026-05-11
DHR
-25.00%DANAHER CORPORATION
Shares600
Event2026-03-31
Filed2026-05-11
RECS
177.99%COLUMBIA ETF TR I
Shares2.5K
Event2026-03-31
Filed2026-05-11
AJG
0.00%ARTHUR J. GALLAGHER & CO. ISIN #US3635761097 SEDOL #BD1QWJ0
Shares500
Event2026-03-31
Filed2026-05-11
CHD
0.00%CHURCH &DWIGHT CO INC
Shares1.1K
Event2026-03-31
Filed2026-05-11
CGBL
22.89%CAPITAL GROUP CORE BALANCED
Shares2.8K
Event2026-03-31
Filed2026-05-11
PSX
-42.71%PHILLIPS 66
Shares550
Event2026-03-31
Filed2026-05-11
BILS
-16.95%SPDR SERIES TRUST
Shares980
Event2026-03-31
Filed2026-05-11
WEC ENERGY GROUP INC
0.00%WEC ENERGY GROUP INC
Shares840
Event2026-03-31
Filed2026-05-11
MEDTRONIC PLC
-58.46%MEDTRONIC PLC
Shares1.2K
Event2026-03-31
Filed2026-05-11
RIVN
-1.53%RIVIAN AUTOMOTIVE INC
Shares6.4K
Event2026-03-31
Filed2026-05-11
MTB
0.00%M &T BANK CORP
Shares426
Event2026-03-31
Filed2026-05-11
QQQM
0.00%INVESCO EXCH TRADED FD TR II
Shares324
Event2026-03-31
Filed2026-05-11
CHKP
0.00%CHECK POINT SOFTWARE TECHNOLOGIES LTD
Shares766
Event2026-03-31
Filed2026-05-11
ISRA
0.00%VANECK ETF TR
Shares1.3K
Event2026-03-31
Filed2026-05-11
EL
0.00%ESTEE LAUDER COMPANIES INC
Shares1.1K
Event2026-03-31
Filed2026-05-11
CITIGROUP INC
0.00%CITIGROUP INC
Shares680
Event2026-03-31
Filed2026-05-11
CWST
0.00%CASELLA WASTE SYSTEMS INC
Shares1.0K
Event2026-03-31
Filed2026-05-11
VB
0.00%VANGUARD SMALL-CAP INDEX FUND
Shares300
Event2026-03-31
Filed2026-05-11
RWL
97.65%INVESCO EXCH TRADED FD TR II
Shares674
Event2026-03-31
Filed2026-05-11
MET
0.00%METLIFE INC
Shares1.0K
Event2026-03-31
Filed2026-05-11
EWJ
0.00%ISHARES TR
Shares850
Event2026-03-31
Filed2026-05-11
TSM
-40.74%TAIWAN SEMICONDUCTOR MANUFACTURING
Shares192
Event2026-03-31
Filed2026-05-11
LGN
NewLEGENCE CORP
Shares750
Event2026-03-31
Filed2026-05-11
FBCG
-32.32%FIDELITY BLUE CHIP GROWTH ETF
Shares1.3K
Event2026-03-31
Filed2026-05-11
ALL
0.00%ALLSTATE CORP
Shares339
Event2026-03-31
Filed2026-05-11
DYN
NewDYNE THERAPEUTICS INC
Shares4.2K
Event2026-03-31
Filed2026-05-11
SDY
0.00%SPDR SERIES TRUST
Shares475
Event2026-03-31
Filed2026-05-11
REGN
0.00%REGENERON PHARMACEUTICALS INC
Shares100
Event2026-03-31
Filed2026-05-11
IWF
300.00%ISHARES TR
Shares560
Event2026-03-31
Filed2026-05-11
DVA
0.00%DAVITA INC
Shares400
Event2026-03-31
Filed2026-05-11
INVESCO EXCH TRADED FD TR II
0.00%INVESCO EXCH TRADED FD TR II
Shares850
Event2026-03-31
Filed2026-05-11
DDT
NewDILLARD S CAPITAL TRUST I 7.50000 08/01/2038
Shares2.4K
Event2026-03-31
Filed2026-05-11
SO
-55.17%SOUTHERN CO
Shares650
Event2026-03-31
Filed2026-05-11
CMCSA
-15.18%COMCAST CORP
Shares2.4K
Event2026-03-31
Filed2026-05-11
VENTURE GLOBAL INC
NewVENTURE GLOBAL INC
Shares4.7K
Event2026-03-31
Filed2026-05-11
CGGR
24.53%CAPITAL GROUP GROWTH ETF
Shares1.3K
Event2026-03-31
Filed2026-05-11
QUAL
0.00%ISHARES TR
Shares284
Event2026-03-31
Filed2026-05-11
CSX
-84.71%CSX CORP
Shares1.3K
Event2026-03-31
Filed2026-05-11
SOLSTICE ADVANCED MATLS INC
NewSOLSTICE ADVANCED MATLS INC
Shares682
Event2026-03-31
Filed2026-05-11
PANW
0.00%PALO ALTO NETWORKS INC
Shares300
Event2026-03-31
Filed2026-05-11
OTIS
0.00%OTIS WORLDWIDE CORP
Shares724
Event2026-03-31
Filed2026-05-11
POR
0.00%PORTLAND GENERAL ELECTRIC CO
Shares1.1K
Event2026-03-31
Filed2026-05-11
ALC
-16.47%ALCON INC
Shares720
Event2026-03-31
Filed2026-05-11
STZ
-52.70%CONSTELLATION BRANDS INC
Shares350
Event2026-03-31
Filed2026-05-11
DNP
0.00%DNP SELECT INCOME FD INC
Shares4.9K
Event2026-03-31
Filed2026-05-11
VTV
-41.76%VANGUARD INDEX FDS
Shares251
Event2026-03-31
Filed2026-05-11
META
-80.94%META PLATFORMS INC
Shares85
Event2026-03-31
Filed2026-05-11
VRT
0.00%VERTIV HOLDINGS CO
Shares150
Event2026-03-31
Filed2026-05-11
DIVERSIFIED ENERGY CO
NewDIVERSIFIED ENERGY CO
Shares3.0K
Event2026-03-31
Filed2026-05-11
GFI
-25.77%GOLD FIELDS LTD
Shares1.2K
Event2026-03-31
Filed2026-05-11
DGRO
NewISHARES TRUST
Shares652
Event2026-03-31
Filed2026-05-11
DTCR
NewGLOBAL X FDS
Shares1.6K
Event2026-03-31
Filed2026-05-11
AR
NewANTERO RESOURCES CORP COM
Shares1.2K
Event2026-03-31
Filed2026-05-11
ETR
0.00%ENTERGY CORP
Shares400
Event2026-03-31
Filed2026-05-11
BAC
-52.16%BANK AMERICA CORP COM
Shares862
Event2026-03-31
Filed2026-05-11
MERCK &CO. INC
-71.43%MERCK &CO. INC
Shares400
Event2026-03-31
Filed2026-05-11
HESM
27.78%HESS MIDSTREAM LP
Shares1.1K
Event2026-03-31
Filed2026-05-11
GLW
-82.54%CORNING INC
Shares275
Event2026-03-31
Filed2026-05-11
EA
0.00%ELECTRONIC ARTS INC
Shares220
Event2026-03-31
Filed2026-05-11
DX
1000.00%DYNEX CAP INC
Shares3.3K
Event2026-03-31
Filed2026-05-11
COKE
0.00%COCA COLA CONS INC
Shares200
Event2026-03-31
Filed2026-05-11
ZTS
0.00%ZOETIS INC
Shares380
Event2026-03-31
Filed2026-05-11
ADP
0.00%AUTOMATIC DATA PROCESSING INC COM
Shares200
Event2026-03-31
Filed2026-05-11
GWRE
0.00%GUIDEWIRE SOFTWARE INC
Shares300
Event2026-03-31
Filed2026-05-11
SCHV
0.00%SCHWAB US
Shares1.3K
Event2026-03-31
Filed2026-05-11
CMS
-42.60%CMS ENERGY CORP
Shares539
Event2026-03-31
Filed2026-05-11
WMB
0.00%WILLIAMS COS INC
Shares525
Event2026-03-31
Filed2026-05-11
EW
0.00%EDWARDS LIFESCIENCES CORP
Shares480
Event2026-03-31
Filed2026-05-11
INFL
NewLISTED FD TR HORIZON KINETICS
Shares747
Event2026-03-31
Filed2026-05-11
SLF
0.00%SUN LIFE FINANCIAL INC
Shares530
Event2026-03-31
Filed2026-05-11
SPMO
0.00%INVESCO EXCH TRADED FD TR II
Shares280
Event2026-03-31
Filed2026-05-11
ITW
0.00%ILLINOIS TOOL WORKS INC
Shares150
Event2026-03-31
Filed2026-05-11
FBND
49.02%FIDELITY TOTAL BOND ETF
Shares833
Event2026-03-31
Filed2026-05-11
SPXL
0.00%DIREXION SHARES ETF TRUST
Shares150
Event2026-03-31
Filed2026-05-11
EME
0.00%EMCOR GROUP INC
Shares40
Event2026-03-31
Filed2026-05-11
STRL
0.00%STERLING INFRASTRUCTURE INC
Shares46
Event2026-03-31
Filed2026-05-11
NET
0.00%CLOUDFLARE INC
Shares150
Event2026-03-31
Filed2026-05-11
AGX
0.00%ARGAN INC COM
Shares50
Event2026-03-31
Filed2026-05-11
SHEL
-46.67%SHELL PLC
Shares400
Event2026-03-31
Filed2026-05-11
XLE
NewSELECT SECTOR SPDR TR
Shares600
Event2026-03-31
Filed2026-05-11
AMD
-83.79%ADVANCED MICRO DEVICES INC
Shares100
Event2026-03-31
Filed2026-05-11
BOND
0.53%PIMCO ETF TR
Shares379
Event2026-03-31
Filed2026-05-11
LAMR
0.00%LAMAR ADVERTISING CO
Shares250
Event2026-03-31
Filed2026-05-11
NFLX
6.54%NETFLIX INC
Shares391
Event2026-03-31
Filed2026-05-11
CEG
1428.57%CONSTELLATION ENERGY CORP
Shares107
Event2026-03-31
Filed2026-05-11
CRCL
0.00%CIRCLE INTERNET GROUP INC
Shares300
Event2026-03-31
Filed2026-05-11
XYL
20.00%XYLEM INC
Shares288
Event2026-03-31
Filed2026-05-11
VZ
-58.26%VERIZON COMMUNICATIONS INC
Shares700
Event2026-03-31
Filed2026-05-11
IJH
-1.13%ISHARES TR
Shares437
Event2026-03-31
Filed2026-05-11
USMV
0.00%ISHARES TR
Shares334
Event2026-03-31
Filed2026-05-11
REMX
-57.14%VANECK ETF TR
Shares300
Event2026-03-31
Filed2026-05-11
FBIN
0.00%FORTUNE BRANDS INNOVATIONS INC
Shares800
Event2026-03-31
Filed2026-05-11
O
0.00%REALTY INCOME CORP
Shares479
Event2026-03-31
Filed2026-05-11
FNMA
NewFEDERAL NATIONAL MORTGAGE ASSOCIATION
Shares3.8K
Event2026-03-31
Filed2026-05-11
PRU
-40.00%PRUDENTIAL FINANCIAL INC
Shares300
Event2026-03-31
Filed2026-05-11
UPRO
-49.78%PROSHARES TR
Shares227
Event2026-03-31
Filed2026-05-11
IWP
0.00%ISHARES TR
Shares217
Event2026-03-31
Filed2026-05-11
IEUR
0.00%ISHARES TR
Shares400
Event2026-03-31
Filed2026-05-11
IWD
0.00%ISHARES TR
Shares126
Event2026-03-31
Filed2026-05-11
IJT
0.00%ISHARES TR
Shares177
Event2026-03-31
Filed2026-05-11
FCX
NewFREEPORT-MCMORAN INC
Shares500
Event2026-03-31
Filed2026-05-11
GE AEROSPACE
-83.47%GE AEROSPACE
Shares99
Event2026-03-31
Filed2026-05-11
IWM
NewISHARES TR
Shares100
Event2026-03-31
Filed2026-05-11
SCHD
NewSCHWAB US
Shares888
Event2026-03-31
Filed2026-05-11
MSB
0.00%MESABI TRUST
Shares1.0K
Event2026-03-31
Filed2026-05-11
NUKZ
0.00%EXCHANGE TRADED CONCEPTS TRUST
Shares378
Event2026-03-31
Filed2026-05-11
ENB
0.00%ENBRIDGE INC
Shares500
Event2026-03-31
Filed2026-05-11
FTV
0.00%FORTIVE CORP
Shares450
Event2026-03-31
Filed2026-05-11
ADBE
0.00%ADOBE INC COM
Shares105
Event2026-03-31
Filed2026-05-11
FDN
0.00%FIRST TR EXCHANGE TRADED FD
Shares100
Event2026-03-31
Filed2026-05-11
GLDM
0.00%WORLD GOLD TR
Shares294
Event2026-03-31
Filed2026-05-11
AMT
0.00%AMERICAN TOWER CORP NEW COM
Shares149
Event2026-03-31
Filed2026-05-11
GNRC
0.00%GENERAC HLDGS INC
Shares100
Event2026-03-31
Filed2026-05-11
VGK
0.00%VANGUARD INTL EQUITY INDEX
Shares300
Event2026-03-31
Filed2026-05-11
BNDX
NewVANGUARD CHARLOTTE FDS
Shares544
Event2026-03-31
Filed2026-05-11
JBND
-48.34%JP MORGAN ETF TRUST
Shares483
Event2026-03-31
Filed2026-05-11
BSV
NewVANGUARD BD INDEX FDS
Shares325
Event2026-03-31
Filed2026-05-11
DXCM
0.00%DEXCOM INC
Shares425
Event2026-03-31
Filed2026-05-11
GLD
0.00%SPDR GOLD TR
Shares60
Event2026-03-31
Filed2026-05-11
PM
0.00%PHILIP MORRIS INTERNATIONAL INC
Shares148
Event2026-03-31
Filed2026-05-11
PULS
NewPGIM ETF TR
Shares505
Event2026-03-31
Filed2026-05-11
NML
0.00%NEUBERGER ENERGY INFRASTRUCTURE AND INCOME FUND INC.
Shares2.4K
Event2026-03-31
Filed2026-05-11
ROKU
0.00%ROKU INC
Shares200
Event2026-03-31
Filed2026-05-11
VTRS
54.70%VIATRIS INC COM
Shares1.6K
Event2026-03-31
Filed2026-05-11
XLC
0.00%SELECT SECTOR SPDR TR
Shares214
Event2026-03-31
Filed2026-05-11
REVS
0.00%COLUMBIA ETF TR I
Shares800
Event2026-03-31
Filed2026-05-11
GEV
120.00%GE VERNOVA INC
Shares22
Event2026-03-31
Filed2026-05-11
EPD
0.00%ENTERPRISE PRODS PARTNERS
Shares620
Event2026-03-31
Filed2026-05-11
TMO
0.00%THERMO FISHER SCIENTIFIC INC
Shares50
Event2026-03-31
Filed2026-05-11
GS
0.00%GOLDMAN SACHS GROUP INC
Shares25
Event2026-03-31
Filed2026-05-11
ALPS ETF TR
240.00%ALPS ETF TR
Shares425
Event2026-03-31
Filed2026-05-11
APD
0.00%AIR PRODUCTS AND CHEMICALS INC
Shares75
Event2026-03-31
Filed2026-05-11
HDV
400.00%ISHARES TR
Shares825
Event2026-03-31
Filed2026-05-11
IHI
0.00%ISHARES TR
Shares450
Event2026-03-31
Filed2026-05-11
EVRG
0.00%EVERGY INC
Shares269
Event2026-03-31
Filed2026-05-11
MHK
0.00%MOHAWK INDUSTRIES
Shares225
Event2026-03-31
Filed2026-05-11
WELL
0.00%WELLTOWER INC
Shares100
Event2026-03-31
Filed2026-05-11
AMAT
-69.23%APPLIED MATERIALS INC
Shares52
Event2026-03-31
Filed2026-05-11
ISPY
-42.78%PROSHARES TR
Shares448
Event2026-03-31
Filed2026-05-11
BINC
100.00%ISHARES TR
Shares400
Event2026-03-31
Filed2026-05-11
VANGUARD INDEX FDS
-45.61%VANGUARD INDEX FDS
Shares31
Event2026-03-31
Filed2026-05-11
TE CONNECTIVITY PLC
0.00%TE CONNECTIVITY PLC
Shares100
Event2026-03-31
Filed2026-05-11
XBI
0.00%SPDR SERIES TRUST
Shares150
Event2026-03-31
Filed2026-05-11
VECO
0.00%VEECO INSTRUMENTS INC
Shares400
Event2026-03-31
Filed2026-05-11
SOLV
NewSOLVENTUM CORP
Shares284
Event2026-03-31
Filed2026-05-11
PAYX
-33.33%PAYCHEX INC
Shares200
Event2026-03-31
Filed2026-05-11
AGNC
0.00%AGNC INVT CORP COM
Shares1.7K
Event2026-03-31
Filed2026-05-11
MS
0.00%MORGAN STANLEY
Shares96
Event2026-03-31
Filed2026-05-11
QCOM
0.00%QUALCOMM INC
Shares97
Event2026-03-31
Filed2026-05-11
TER
0.00%TERADYNE INC
Shares50
Event2026-03-31
Filed2026-05-11
SPSM
0.00%SPDR SERIES TRUST
Shares330
Event2026-03-31
Filed2026-05-11
UMAC
NewUNUSUAL MACHS INC
Shares1.3K
Event2026-03-31
Filed2026-05-11
VLTO
201.52%VERALTO CORP
Shares199
Event2026-03-31
Filed2026-05-11
FDL
0.00%FIRST TR MORNINGSTAR DIVID LEA SHS
Shares350
Event2026-03-31
Filed2026-05-11
ORA
0.00%ORMAT TECHNOLOGIES INC
Shares150
Event2026-03-31
Filed2026-05-11
NKE
-68.00%NIKE INC
Shares400
Event2026-03-31
Filed2026-05-11
RBRK
0.00%RUBRIK INC.
Shares300
Event2026-03-31
Filed2026-05-11
GDL
0.00%GDL FD
Shares2.0K
Event2026-03-31
Filed2026-05-11
PAG
0.00%PENSKE AUTOMOTIVE GROUP INC
Shares100
Event2026-03-31
Filed2026-05-11
XLU
0.00%SELECT SECTOR SPDR TR
Shares360
Event2026-03-31
Filed2026-05-11
MRCY
-81.82%MERCURY SYSTEMS INC
Shares200
Event2026-03-31
Filed2026-05-11
AMGN
0.00%AMGEN INC
Shares50
Event2026-03-31
Filed2026-05-11
PAYC
0.00%PAYCOM SOFTWARE INC
Shares125
Event2026-03-31
Filed2026-05-11
IRM
0.00%IRON MTN INC DEL
Shares123
Event2026-03-31
Filed2026-05-11
TTMI
0.00%TTM TECHNOLOGIES INC
Shares100
Event2026-03-31
Filed2026-05-11
VICI
0.00%VICI PPTYS INC
Shares559
Event2026-03-31
Filed2026-05-11
PFF
0.00%ISHARES TR
Shares500
Event2026-03-31
Filed2026-05-11
SPYG
0.00%SPDR SERIES TRUST
Shares138
Event2026-03-31
Filed2026-05-11
FNDX
0.00%SCHWAB FUNDAMENTAL US LARGE COMPANY INDEX ETF
Shares518
Event2026-03-31
Filed2026-05-11
DVY
0.00%ISHARES TR
Shares100
Event2026-03-31
Filed2026-05-11
IDMO
NewINVESCO EXCH TRADED FD TR II
Shares259
Event2026-03-31
Filed2026-05-11
IJR
0.00%ISHARES TR
Shares109
Event2026-03-31
Filed2026-05-11
BSTZ
3.00%BLACKROCK SCIENCE &TECH TERM TR
Shares550
Event2026-03-31
Filed2026-05-11
PTY
75.43%PIMCO CORPORATE &INCOME OPPOR
Shares1.2K
Event2026-03-31
Filed2026-05-11
PTRB
0.00%PGIM ETF TR
Shares362
Event2026-03-31
Filed2026-05-11
PACS
0.00%PACS GROUP INC
Shares450
Event2026-03-31
Filed2026-05-11
ASML
NewASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012
Shares10
Event2026-03-31
Filed2026-05-11
CRH
0.00%CRH
Shares125
Event2026-03-31
Filed2026-05-11
EXC
0.00%EXELON CORP
Shares300
Event2026-03-31
Filed2026-05-11
NOK
-71.43%NOKIA
Shares1.0K
Event2026-03-31
Filed2026-05-11
VCYT
-66.67%VERACYTE INC
Shares400
Event2026-03-31
Filed2026-05-11
FMDE
0.30%FIDELITY ENHANCED MID CAP ETF
Shares337
Event2026-03-31
Filed2026-05-11
CARR
0.00%CARRIER GLOBAL CORPORATION
Shares203
Event2026-03-31
Filed2026-05-11
NFLT
1.43%ETFIS SERIES TRUST I
Shares566
Event2026-03-31
Filed2026-05-11
VMBS
NewVANGUARD SCOTTSDALE FDS
Shares278
Event2026-03-31
Filed2026-05-11
BLFS
0.00%BIOLIFE SOLUTIONS INC
Shares600
Event2026-03-31
Filed2026-05-11
FTXN
0.30%FIRST TR EXCHANGE-TRADED FD VI
Shares337
Event2026-03-31
Filed2026-05-11
ESGV
0.00%VANGUARD WORLD FD
Shares100
Event2026-03-31
Filed2026-05-11
WPM
0.00%WHEATON PRECIOUS METALS CORP
Shares100
Event2026-03-31
Filed2026-05-11
SCHX
0.00%SCHWAB STRATEGIC TR
Shares438
Event2026-03-31
Filed2026-05-11
ANNALY CAPITAL MANAGEMENT INC
0.00%ANNALY CAPITAL MANAGEMENT INC
Shares550
Event2026-03-31
Filed2026-05-11
NFG
0.00%NATIONAL FUEL GAS CO
Shares150
Event2026-03-31
Filed2026-05-11
BLV
NewVANGUARD BD INDEX FDS
Shares178
Event2026-03-31
Filed2026-05-11
ECL
0.00%ECOLAB INC
Shares45
Event2026-03-31
Filed2026-05-11
BCS
0.00%BARCLAYS PLC
Shares500
Event2026-03-31
Filed2026-05-11
IWN
0.00%ISHARES TR
Shares54
Event2026-03-31
Filed2026-05-11
BAE SYSTEMS PLC SPONSORED ADR
NewBAE SYSTEMS PLC SPONSORED ADR
Shares100
Event2026-03-31
Filed2026-05-11
PR
0.00%PERMIAN RESOURCES CORP
Shares500
Event2026-03-31
Filed2026-05-11
RING
-84.21%ISHARES TR
Shares150
Event2026-03-31
Filed2026-05-11
KEY
-66.11%KEYCORP
Shares510
Event2026-03-31
Filed2026-05-11
GFL
NewGFL ENVIRONMENTAL INC.
Shares300
Event2026-03-31
Filed2026-05-11
DTE
0.00%DTE ENERGY
Shares77
Event2026-03-31
Filed2026-05-11
AG
0.00%FIRST MAJESTIC SILVER CORP
Shares575
Event2026-03-31
Filed2026-05-11
UBER
0.00%UBER TECHNOLOGIES INC
Shares150
Event2026-03-31
Filed2026-05-11
WCN
0.00%WASTE CONNECTIONS INC
Shares69
Event2026-03-31
Filed2026-05-11
AMRZ
NewAMRIZE AG USD0.01
Shares200
Event2026-03-31
Filed2026-05-11
FMCC
NewFEDERAL HOME LOAN MORTGAGE CORP
Shares1.5K
Event2026-03-31
Filed2026-05-11
ACMR
0.00%ACM RESH INC COM CL A
Shares200
Event2026-03-31
Filed2026-05-11
NINTENDO CO LTD
NewNINTENDO CO LTD
Shares868
Event2026-03-31
Filed2026-05-11
RSPM
0.00%INVESCO EXCHANGE TRADED FD TR
Shares265
Event2026-03-31
Filed2026-05-11
FNDE
0.00%SCHWAB FUNDAMENTAL EM L/C
Shares254
Event2026-03-31
Filed2026-05-11
LEU
NewCENTRUS ENERGY CORP
Shares50
Event2026-03-31
Filed2026-05-11
KNTK
0.00%KINETIK HOLDINGS INC
Shares200
Event2026-03-31
Filed2026-05-11
LAC
0.00%LITHIUM AMERICAS CORP
Shares1.8K
Event2026-03-31
Filed2026-05-11
BKLN
NewINVESCO EXCH TRADED FD TR II
Shares480
Event2026-03-31
Filed2026-05-11
USB
NewUS BANCORP
Shares175
Event2026-03-31
Filed2026-05-11
XIFR
-25.00%NEXTERA ENERGY PARTNERS LP
Shares900
Event2026-03-31
Filed2026-05-11
KMB
0.00%KIMBERLY-CLARK CORP
Shares100
Event2026-03-31
Filed2026-05-11
GLP
0.00%GLOBAL PARTNERS LP
Shares200
Event2026-03-31
Filed2026-05-11
CRAK
NewVANECK ETF TR
Shares187
Event2026-03-31
Filed2026-05-11
BOTZ
NewGLOBAL X FDS
Shares250
Event2026-03-31
Filed2026-05-11
FNDF
0.00%SCHWAB STRATEGIC TR
Shares185
Event2026-03-31
Filed2026-05-11
SUSL
0.00%ISHARES TR
Shares75
Event2026-03-31
Filed2026-05-11
IEFA
0.00%ISHARES TRUST
Shares100
Event2026-03-31
Filed2026-05-11
XLRE
0.00%SELECT SECTOR SPDR TR
Shares215
Event2026-03-31
Filed2026-05-11
ORLA
NewORLA MINING LTD NEW
Shares700
Event2026-03-31
Filed2026-05-11
DSL
NewDOUBLELINE INCOME SOLUTIONS FD
Shares835
Event2026-03-31
Filed2026-05-11
VEA
NewVANGUARD DEVELOPED MARKETS
Shares134
Event2026-03-31
Filed2026-05-11
NOW
0.00%SERVICENOW INC
Shares100
Event2026-03-31
Filed2026-05-11
ITOT
0.00%ISHARES TR
Shares58
Event2026-03-31
Filed2026-05-11
RSG
0.00%REPUBLIC SERVICES INC
Shares45
Event2026-03-31
Filed2026-05-11
CC
0.00%CHEMOURS CO
Shares323
Event2026-03-31
Filed2026-05-11
VGT
730.00%VANGUARD WORLD FD
Shares83
Event2026-03-31
Filed2026-05-11
IGV
NewISHARES TR
Shares100
Event2026-03-31
Filed2026-05-11
QDF
0.00%FLEXSHARES
Shares100
Event2026-03-31
Filed2026-05-11
COEUR MINING INC
0.00%COEUR MINING INC
Shares500
Event2026-03-31
Filed2026-05-11
VONG
NewVANGUARD SCOTTSDALE FUNDS
Shares67
Event2026-03-31
Filed2026-05-11
ES
0.00%EVERSOURCE ENERGY
Shares118
Event2026-03-31
Filed2026-05-11
SCHA
0.00%SCHWAB STRATEGIC TR
Shares245
Event2026-03-31
Filed2026-05-11
PYLD
-48.72%PIMCO ETF TR
Shares300
Event2026-03-31
Filed2026-05-11
KRMN
-96.91%KARMAN HLDGS INC
Shares125
Event2026-03-31
Filed2026-05-11
AMKR
NewAMKOR TECHNOLOGY INC
Shares100
Event2026-03-31
Filed2026-05-11
XLF
-87.18%SELECT SECTOR SPDR TR
Shares147
Event2026-03-31
Filed2026-05-11
JPST
-21.05%J P MORGAN EXCHANGE TRADED FD
Shares150
Event2026-03-31
Filed2026-05-11
SEI
0.00%SOLARIS ENERGY INFRAS INC
Shares100
Event2026-03-31
Filed2026-05-11
KRANESHARES TRUST ARTIFICIAL INTEL
NewKRANESHARES TRUST ARTIFICIAL INTEL
Shares181
Event2026-03-31
Filed2026-05-11
PERIMETER SOLUTIONS INC
0.00%PERIMETER SOLUTIONS INC
Shares250
Event2026-03-31
Filed2026-05-11
BTO
NewJOHN HANCOCK FINANCIAL OPPTS FUND
Shares200
Event2026-03-31
Filed2026-05-11
VONV
NewVANGUARD SCOTTSDALE FUNDS
Shares73
Event2026-03-31
Filed2026-05-11
PAXS
0.00%PIMCO ACCESS INCOME FUND
Shares500
Event2026-03-31
Filed2026-05-11
KYN
2.58%KAYNE ANDERSON ENERGY INFRSTR
Shares516
Event2026-03-31
Filed2026-05-11
SBUX
0.00%STARBUCKS CORP
Shares69
Event2026-03-31
Filed2026-05-11
RFI
NewCOHEN &STEERS TOTAL RETURN RL
Shares619
Event2026-03-31
Filed2026-05-11
WY
0.00%WEYERHAEUSER CO MTN BE
Shares300
Event2026-03-31
Filed2026-05-11
ARQT
0.00%ARCUTIS BIOTHERAPEUTICS INC COM
Shares300
Event2026-03-31
Filed2026-05-11
RIGL
0.00%RIGEL PHARMACEUTICALS INC
Shares250
Event2026-03-31
Filed2026-05-11
RAL
NewRALLIANT CORP
Shares149
Event2026-03-31
Filed2026-05-11
TOL
0.00%TOLL BROTHERS INC
Shares50
Event2026-03-31
Filed2026-05-11
VLY
0.00%VALLEY NATIONAL BANCORP
Shares500
Event2026-03-31
Filed2026-05-11
MBC
NewMASTERBRAND INC
Shares800
Event2026-03-31
Filed2026-05-11
AMRX
0.00%AMNEAL PHARMACEUTICALS INC
Shares500
Event2026-03-31
Filed2026-05-11
APP
-91.81%APPLOVIN CORP COM CL A
Shares14
Event2026-03-31
Filed2026-05-11
KMI
0.98%KINDER MORGAN INC
Shares207
Event2026-03-31
Filed2026-05-11
AXP
0.00%AMERICAN EXPRESS CO COM USD0.20
Shares21
Event2026-03-31
Filed2026-05-11
FTEC
0.00%FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
Shares26
Event2026-03-31
Filed2026-05-11
VLUE
0.00%ISHARES TR
Shares38
Event2026-03-31
Filed2026-05-11
AEM
0.00%AGNICO EAGLE MINES LTD
Shares37
Event2026-03-31
Filed2026-05-11
INVESCO EXCHANGE- TRADED FUND TRUST INVESCO
0.00%INVESCO EXCHANGE- TRADED FUND TRUST INVESCO
Shares128
Event2026-03-31
Filed2026-05-11
TMDX
0.00%TRANSMEDICS GROUP INC
Shares69
Event2026-03-31
Filed2026-05-11
CPB
3.33%THE CAMPBELL'S COMPANY
Shares310
Event2026-03-31
Filed2026-05-11
GHY
3.62%PGIM GLOBAL HIGH YIELD FD FORM
Shares544
Event2026-03-31
Filed2026-05-11
TTWO
0.00%TAKE-TWO INTERACTIVE SOFTWARE INC
Shares29
Event2026-03-31
Filed2026-05-11
CGW
-50.00%INVESCO EXCH TRADED FD TR II
Shares100
Event2026-03-31
Filed2026-05-11
AUPH
0.00%AURINIA PHARMACEUTICALS INC
Shares400
Event2026-03-31
Filed2026-05-11
IP
0.00%INTERNATIONAL PAPER CO
Shares200
Event2026-03-31
Filed2026-05-11
RGTI
-72.24%RIGETTI COMPUTING INC
Shares347
Event2026-03-31
Filed2026-05-11
ZION
0.00%ZIONS BANCORPORATION N A
Shares100
Event2026-03-31
Filed2026-05-11
PLD
0.00%PROLOGIS INC.
Shares45
Event2026-03-31
Filed2026-05-11
CHIMERA INVT CORP
0.00%CHIMERA INVT CORP
Shares461
Event2026-03-31
Filed2026-05-11
VNT
125.00%VONTIER CORPORATION
Shares180
Event2026-03-31
Filed2026-05-11
SPG
0.00%SIMON PROPERTY GROUP INC
Shares31
Event2026-03-31
Filed2026-05-11
NICE
0.00%NICE LTD
Shares50
Event2026-03-31
Filed2026-05-11
JEPQ
4.95%J P MORGAN EXCHANGE TRADED FD
Shares106
Event2026-03-31
Filed2026-05-11
OMAH
4.93%TIDAL TRUST III
Shares319
Event2026-03-31
Filed2026-05-11
ELV
0.00%ELEVANCE HEALTH INC
Shares16
Event2026-03-31
Filed2026-05-11
NB
0.00%NIOCORP DEVELOPMENTS LTD
Shares1.0K
Event2026-03-31
Filed2026-05-11
SCHG
0.00%SCHWAB US
Shares176
Event2026-03-31
Filed2026-05-11
CW
0.00%CURTISS-WRIGHT CORP
Shares8
Event2026-03-31
Filed2026-05-11
DFAE
0.00%DIMENSIONAL ETF TRUST
Shares150
Event2026-03-31
Filed2026-05-11
GDV
0.00%GABELLI DIVID &INCOME TR
Shares200
Event2026-03-31
Filed2026-05-11
ARCC
0.00%ARES CAPITAL CORP COM
Shares300
Event2026-03-31
Filed2026-05-11
AES
NewAES CORP COM USD0.01
Shares400
Event2026-03-31
Filed2026-05-11
QYLD
3.96%GLOBAL X FDS
Shares315
Event2026-03-31
Filed2026-05-11
SRPT
0.00%SAREPTA THERAPEUTICS INC
Shares260
Event2026-03-31
Filed2026-05-11
UTF
2.49%COHEN &STEERS INFRASTRUCTRE
Shares206
Event2026-03-31
Filed2026-05-11
HALO
-63.83%HALOZYME THERAPEUTICS INC
Shares85
Event2026-03-31
Filed2026-05-11
GPIQ
0.00%GOLDMAN SACHS ETF TRUST GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF
Shares100
Event2026-03-31
Filed2026-05-11
NWPX
0.00%NWPX INFRASTRUCTURE, INC.
Shares50
Event2026-03-31
Filed2026-05-11
WCBR
0.00%WISDOMTREE TR
Shares200
Event2026-03-31
Filed2026-05-11
LDOS
0.00%LEIDOS HOLDINGS INC
Shares40
Event2026-03-31
Filed2026-05-11
SPOT
0.00%SPOTIFY TECHNOLOGY S.A.
Shares13
Event2026-03-31
Filed2026-05-11
ATLANTA BRAVES HLDGS INC
0.00%ATLANTA BRAVES HLDGS INC
Shares100
Event2026-03-31
Filed2026-05-11
FCOM
0.00%FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF
Shares72
Event2026-03-31
Filed2026-05-11
NXT
NewNEXTPOWER INC. CLASS A COM
Shares43
Event2026-03-31
Filed2026-05-11
PDI
0.00%PIMCO DYNAMIC INCOME FD
Shares300
Event2026-03-31
Filed2026-05-11
NPCT
NewNUVEEN CORE PLUS IMPACT FUND
Shares500
Event2026-03-31
Filed2026-05-11
TMC
0.00%TMC THE METALS CO INC
Shares1.0K
Event2026-03-31
Filed2026-05-11
PPIH
0.00%PERMA-PIPE INTL HLDGS INC
Shares150
Event2026-03-31
Filed2026-05-11
TROW
0.00%PRICE T ROWE GROUPS
Shares48
Event2026-03-31
Filed2026-05-11
DOC
0.00%HEALTHPEAK PROPERTIES INC
Shares300
Event2026-03-31
Filed2026-05-11
NI
NewNISOURCE INC
Shares100
Event2026-03-31
Filed2026-05-11
CRWD
-95.00%CROWDSTRIKE HLDGS INC
Shares10
Event2026-03-31
Filed2026-05-11
COPX
NewGLOBAL X FDS
Shares60
Event2026-03-31
Filed2026-05-11
TWO HARBORS INVENTMENT CORPOR
0.00%TWO HARBORS INVENTMENT CORPOR
Shares375
Event2026-03-31
Filed2026-05-11
BDJ
NewBLACKROCK ENHANCED EQUITY DIVI
Shares500
Event2026-03-31
Filed2026-05-11
QUS
-16.67%SPDR SERIES TRUST
Shares25
Event2026-03-31
Filed2026-05-11
SLVM
9.89%SYLVAMO CORP
Shares100
Event2026-03-31
Filed2026-05-11
SLV
NewISHARES TR
Shares65
Event2026-03-31
Filed2026-05-11
WIW
0.00%WESTERN AST INFL LKD OPP &I
Shares500
Event2026-03-31
Filed2026-05-11
ARTV
0.00%ARTIVA BIOTHERAPEUTICS INC COM
Shares400
Event2026-03-31
Filed2026-05-11
BMEZ
0.00%BLACKROCK HEALTH SCIENCES TERM TRST
Shares300
Event2026-03-31
Filed2026-05-11
BLACKROCK INC
0.00%BLACKROCK INC
Shares4
Event2026-03-31
Filed2026-05-11
BBAI
0.00%BIGBEAR AI HLDGS INC
Shares1.0K
Event2026-03-31
Filed2026-05-11
NVAX
66.67%NOVAVAX INC
Shares500
Event2026-03-31
Filed2026-05-11
USHY
0.00%ISHARES TR
Shares109
Event2026-03-31
Filed2026-05-11
MCK
0.00%MCKESSON CORP
Shares5
Event2026-03-31
Filed2026-05-11
ASTRAZENECA PLC ORD USD0.25 ISIN #GB0009895292 SEDOL #BPY0JG9
NewASTRAZENECA PLC ORD USD0.25 ISIN #GB0009895292 SEDOL #BPY0JG9
Shares22
Event2026-03-31
Filed2026-05-11
S
0.00%SENTINELONE INC
Shares250
Event2026-03-31
Filed2026-05-11
BDX
0.00%BECTON DICKINSON &CO
Shares27
Event2026-03-31
Filed2026-05-11
THE CIGNA GROUP
0.00%THE CIGNA GROUP
Shares14
Event2026-03-31
Filed2026-05-11
ADI
0.00%ANALOG DEVICES INC COM
Shares9
Event2026-03-31
Filed2026-05-11
HL
NewHECLA MINING CO
Shares200
Event2026-03-31
Filed2026-05-11
JCI
0.00%JOHNSON CONTROLS INTERNATIONAL PLC
Shares23
Event2026-03-31
Filed2026-05-11
BN
0.00%BROOKFIELD CORPORATION
Shares72
Event2026-03-31
Filed2026-05-11
GOOY
0.00%TIDAL TR II
Shares200
Event2026-03-31
Filed2026-05-11
SIEGY
NewSIEMENS AG
Shares20
Event2026-03-31
Filed2026-05-11
ALNY
0.00%ALNYLAM PHARMACEUTICALS INC
Shares10
Event2026-03-31
Filed2026-05-11
SWARMER INC
NewSWARMER INC
Shares100
Event2026-03-31
Filed2026-05-11
VWO
NewVANGUARD INTL EQUITY INDEX
Shares50
Event2026-03-31
Filed2026-05-11
BXP
0.00%BXP INC
Shares50
Event2026-03-31
Filed2026-05-11
CURALEAF HOLDINGS INC
NewCURALEAF HOLDINGS INC
Shares800
Event2026-03-31
Filed2026-05-11
QBTS
NewD-WAVE QUANTUM INC
Shares125
Event2026-03-31
Filed2026-05-11
EFC
0.00%ELLINGTON FINANCIAL INC
Shares200
Event2026-03-31
Filed2026-05-11
CCL
0.00%CARNIVAL CORP
Shares100
Event2026-03-31
Filed2026-05-11
BHF
0.00%BRIGHTHOUSE FINL INC
Shares37
Event2026-03-31
Filed2026-05-11
FHLC
0.00%FIDELITY MSCI HEALTH CARE INDEX ETF
Shares33
Event2026-03-31
Filed2026-05-11
BKGI
NewBNY MELLON ETF TRUST GLOBAL INFRASCTR
Shares50
Event2026-03-31
Filed2026-05-11
TJX
0.00%TJX COMPANIES INC
Shares13
Event2026-03-31
Filed2026-05-11
APLD
NewAPPLIED DIGITAL CORP
Shares50
Event2026-03-31
Filed2026-05-11
PLUG
0.00%PLUG POWER INC
Shares510
Event2026-03-31
Filed2026-05-11
BAX
0.00%BAXTER INTERNATIONAL INC
Shares100
Event2026-03-31
Filed2026-05-11
CANOPY GROWTH CORPORATION
-25.00%CANOPY GROWTH CORPORATION
Shares1.5K
Event2026-03-31
Filed2026-05-11
IPSC
0.00%CENTURY THERAPEUTICS INC
Shares500
Event2026-03-31
Filed2026-05-11
CYBERLUX CORP
NewCYBERLUX CORP
Shares540.0K
Event2026-03-31
Filed2026-05-11
WAT
NewWATERS CORP
Shares3
Event2026-03-31
Filed2026-05-11
GEHC
66.67%GE HEALTHCARE TECHNOLOGIES INC
Shares15
Event2026-03-31
Filed2026-05-11
DAVA
0.00%ENDAVA PLC
Shares200
Event2026-03-31
Filed2026-05-11
ALEC
0.00%ALECTOR INC COM
Shares300
Event2026-03-31
Filed2026-05-11
FATE
0.00%FATE THERAPEUTICS INC
Shares300
Event2026-03-31
Filed2026-05-11
XAIX
0.00%DBX ETF TRUST XTRACKERS ARTIFICIAL INTELLIGENCE &BIG
Shares14
Event2026-03-31
Filed2026-05-11
AIQ
0.00%GLOBAL X FDS
Shares12
Event2026-03-31
Filed2026-05-11
NKTX
0.00%NKARTA INC
Shares200
Event2026-03-31
Filed2026-05-11
NLOP
NewNET LEASE OFFICE PROPERTIES
Shares45
Event2026-03-31
Filed2026-05-11
NL
0.00%NL INDUSTRIES INC
Shares100
Event2026-03-31
Filed2026-05-11
KOPN
0.00%KOPIN CORP
Shares100
Event2026-03-31
Filed2026-05-11
MRNA
0.00%MODERNA INC
Shares10
Event2026-03-31
Filed2026-05-11
FE
0.00%FIRSTENERGY CORP
Shares8
Event2026-03-31
Filed2026-05-11
DNOW
0.00%DNOW INC
Shares25
Event2026-03-31
Filed2026-05-11
FERNHILL CORP
NewFERNHILL CORP
Shares125.0K
Event2026-03-31
Filed2026-05-11
PINETREE CAPITAL LTD
NewPINETREE CAPITAL LTD
Shares50
Event2026-03-31
Filed2026-05-11
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available