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

Currently, Mayflower Financial Advisors, LLC holds 442 types of securities in its portfolio with a total value $822.8M. In the most recent quarter, they have increased their positions in CORO (+195.9K shares, valued at $6.3M), ACWX (+85.0K shares, valued at $5.8M), SPYM (+51.4K shares, valued at $3.9M); decreased their positions in W (-145.3K shares, valued at $10.9M), XLG (-138.8K shares, valued at $7.6M), IEMG (-75.0K shares, valued at $5.2M); initiated new positions in CORO (+195.9K shares, valued at $6.3M), BLCR (+82.2K shares, valued at $3.4M), SPYD (+33.9K shares, valued at $1.5M).

1M P&L

+5.5M+0.57%

3M P&L

-22.8M-2.27%

HY P&L

+8.7M+0.90%

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/A492.8M

65.7%

2Software - Infrastructure27.3M

3.6%

3Consumer Electronics22.2M

3.0%

Top Industries by Stock Count

1N/A201 stocks

49.6%

2Software - Application11 stocks

2.7%

3Drug Manufacturers - General8 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR57.3K shares-0.72%2026-03-312026-04-23

SPYM SPDR SERIES TRUST375.4K shares15.86%2026-03-312026-04-23

AAPL APPLE INC87.4K shares-0.32%2026-03-312026-04-23

MSFT MICROSOFT CORP44.2K shares0.34%2026-03-312026-04-23

QUAL ISHARES TR85.1K shares2.49%2026-03-312026-04-23

SCHD SCHWAB STRATEGIC TR531.3K shares1.52%2026-03-312026-04-23

IVW ISHARES TR126.5K shares5.86%2026-03-312026-04-23

IVE ISHARES TR62.8K shares-0.83%2026-03-312026-04-23

Sponsored

VTEB VANGUARD MUN BD FDS250.2K shares4.52%2026-03-312026-04-23

NVDA NVIDIA CORPORATION70.2K shares5.82%2026-03-312026-04-23

ALPHABET INC ALPHABET INC42.3K shares-0.74%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T18.5K shares-3.65%2026-03-312026-04-23

DYNF BLACKROCK ETF TRUST198.7K shares-13.73%2026-03-312026-04-23

SCHZ SCHWAB STRATEGIC TR465.5K shares5.37%2026-03-312026-04-23

ALPHABET INC ALPHABET INC34.4K shares0.27%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL19.1K shares-5.64%2026-03-312026-04-23

Sponsored

IUSB ISHARES TR190.8K shares6.18%2026-03-312026-04-23

ACWX ISHARES TR117.2K shares264.01%2026-03-312026-04-23

AMZN AMAZON COM INC37.9K shares1.09%2026-03-312026-04-23

IEFA ISHARES TR86.8K shares-0.11%2026-03-312026-04-23

IJH ISHARES TR113.2K shares0.47%2026-03-312026-04-23

BND VANGUARD BD INDEX FDS98.8K shares9.72%2026-03-312026-04-23

XTEN BONDBLOXX ETF TRUST158.4K shares12.77%2026-03-312026-04-23

IJR ISHARES TR57.8K shares1.32%2026-03-312026-04-23

Sponsored

USMV ISHARES TR74.2K shares0.36%2026-03-312026-04-23

MO ALTRIA GROUP INC98.3K shares2.60%2026-03-312026-04-23

CORO BLACKROCK ETF TRUST195.9K sharesnew addition2026-03-312026-04-23

BROADCOM INC BROADCOM INC20.2K shares-0.52%2026-03-312026-04-23

VTI VANGUARD INDEX FDS19.1K shares-0.58%2026-03-312026-04-23

VEA VANGUARD TAX-MANAGED FDS95.1K shares-5.15%2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS10.1K shares2.01%2026-03-312026-04-23

EFV ISHARES TR80.3K shares-33.22%2026-03-312026-04-23

Sponsored

JNJ JOHNSON & JOHNSON23.5K shares1.43%2026-03-312026-04-23

GLD SPDR GOLD TR13.1K shares-4.38%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO18.3K shares3.30%2026-03-312026-04-23

MBB ISHARES TR55.1K shares6.87%2026-03-312026-04-23

THRO BLACKROCK ETF TRUST140.1K shares7.16%2026-03-312026-04-23

BAI BLACKROCK ETF TRUST152.5K shares8.51%2026-03-312026-04-23

CVX CHEVRON CORPORATION24.0K shares2.93%2026-03-312026-04-23

MUB ISHARES TR46.7K shares5.50%2026-03-312026-04-23

Sponsored

VIG VANGUARD SPECIALIZED FUNDS23.0K shares10.86%2026-03-312026-04-23

IEMG ISHARES INC70.9K shares-51.42%2026-03-312026-04-23

AVEM AMERICAN CENTY ETF TR61.1K shares21.80%2026-03-312026-04-23

OEF ISHARES TR15.4K shares-2.78%2026-03-312026-04-23

MS MORGAN STANLEY28.3K shares-24.12%2026-03-312026-04-23

ALPS ETF TR ALPS ETF TR88.4K shares6.69%2026-03-312026-04-23

META META PLATFORMS INC7.9K shares0.88%2026-03-312026-04-23

VT VANGUARD INTL EQUITY INDEX F32.3K shares3.39%2026-03-312026-04-23

Sponsored

ABBV ABBVIE INC20.3K shares5.88%2026-03-312026-04-23

KVYO KLAVIYO INC226.7K shares0.01%2026-03-312026-04-23

SPMO INVESCO EXCH TRADED FD TR II39.4K shares7.50%2026-03-312026-04-23

SPMD SPDR SERIES TRUST74.2K shares1.84%2026-03-312026-04-23

VRIG INVESCO ACTIVELY MANAGED EXC173.7K shares194.39%2026-03-312026-04-23

SUB ISHARES TR40.3K shares1.57%2026-03-312026-04-23

MDY STATE STR SPDR S&P MIDCAP 406.8K shares-1.44%2026-03-312026-04-23

GOVT ISHARES TR181.9K shares1095.83%2026-03-312026-04-23

Sponsored

XOM EXXON MOBIL CORP24.4K shares1.03%2026-03-312026-04-23

IWM ISHARES TR16.2K shares5.59%2026-03-312026-04-23

BINC BLACKROCK ETF TRUST II76.7K shares-15.84%2026-03-312026-04-23

HON HONEYWELL INTL INC16.2K shares-1.92%2026-03-312026-04-23

HDV ISHARES TR26.9K shares3.17%2026-03-312026-04-23

RDVY FIRST TR EXCHANGE TRADED FD53.4K shares-0.30%2026-03-312026-04-23

CAT CATERPILLAR INC5.1K shares-4.49%2026-03-312026-04-23

PLTR PALANTIR TECHNOLOGIES INC24.7K shares1.72%2026-03-312026-04-23

Sponsored

INVESCO QQQ TR INVESCO QQQ TR6.0K shares1.46%2026-03-312026-04-23

LLY ELI LILLY & CO3.8K shares0.32%2026-03-312026-04-23

IAGG ISHARES TR68.4K shares15.50%2026-03-312026-04-23

SHLD GLOBAL X FDS48.1K shares64.77%2026-03-312026-04-23

V VISA INC11.3K shares1.76%2026-03-312026-04-23

VTV VANGUARD INDEX FDS17.3K shares-6.79%2026-03-312026-04-23

BLCR BLACKROCK ETF TRUST82.2K sharesnew addition2026-03-312026-04-23

CGDG CAPITAL GROUP DIVIDEND GROWE93.4K shares2.56%2026-03-312026-04-23

Sponsored

VEU VANGUARD INTL EQUITY INDEX F44.1K shares0.88%2026-03-312026-04-23

VO VANGUARD INDEX FDS11.4K shares-1.22%2026-03-312026-04-23

MATV MATIV HOLDINGS INC375.2K shares0.00%2026-03-312026-04-23

ITOT ISHARES TR22.1K shares2.45%2026-03-312026-04-23

VXUS VANGUARD STAR FDS40.3K shares30.30%2026-03-312026-04-23

JAAA JANUS DETROIT STR TR57.5K shares812.52%2026-03-312026-04-23

VUG VANGUARD INDEX FDS6.2K shares25.83%2026-03-312026-04-23

PM PHILIP MORRIS INTL INC15.2K shares5.28%2026-03-312026-04-23

Sponsored

RTX RTX CORPORATION12.9K shares1.27%2026-03-312026-04-23

IWB ISHARES TR6.9K shares-2.80%2026-03-312026-04-23

MA MASTERCARD INCORPORATED4.9K shares1.42%2026-03-312026-04-23

TSLA TESLA INC6.5K shares5.62%2026-03-312026-04-23

BAC BANK AMERICA CORP49.4K shares-5.02%2026-03-312026-04-23

CSCO CISCO SYS INC30.9K shares7.02%2026-03-312026-04-23

IYW ISHARES TR13.1K shares0.50%2026-03-312026-04-23

GEV GE VERNOVA INC2.7K shares4.03%2026-03-312026-04-23

Sponsored

CME CME GROUP INC7.9K shares0.27%2026-03-312026-04-23

MERCK & CO INC MERCK & CO INC18.8K shares-1.02%2026-03-312026-04-23

PG PROCTER & GAMBLE CO15.3K shares-9.77%2026-03-312026-04-23

DVY ISHARES TR14.4K shares0.05%2026-03-312026-04-23

GLDM WORLD GOLD TR22.8K shares-48.57%2026-03-312026-04-23

ESGU ISHARES TR14.8K shares-0.53%2026-03-312026-04-23

IVLU ISHARES TR52.4K shares-3.01%2026-03-312026-04-23

HD HOME DEPOT INC6.2K shares4.09%2026-03-312026-04-23

Sponsored

VGLT VANGUARD SCOTTSDALE FDS36.4K shares2.87%2026-03-312026-04-23

COST COSTCO WHOLESALE CORPORATION2.0K shares2.34%2026-03-312026-04-23

MINT PIMCO ETF TR19.9K shares0.44%2026-03-312026-04-23

VCSH VANGUARD SCOTTSDALE FDS24.6K shares0.09%2026-03-312026-04-23

TSM TAIWAN SEMICONDUCTOR MANUFAC5.6K shares33.40%2026-03-312026-04-23

SCCO SOUTHERN COPPER CORP10.9K shares-1.25%2026-03-312026-04-23

VCIT VANGUARD SCOTTSDALE FDS22.4K shares0.07%2026-03-312026-04-23

PEP PEPSICO INC11.9K shares8.50%2026-03-312026-04-23

Sponsored

CGUS CAPITAL GROUP CORE EQUITY ET47.1K shares9.86%2026-03-312026-04-23

EFA ISHARES TR18.6K shares-4.12%2026-03-312026-04-23

ISHARES GOLD TR ISHARES GOLD TR20.4K shares-11.70%2026-03-312026-04-23

VYM VANGUARD WHITEHALL FDS11.9K shares56.97%2026-03-312026-04-23

OUNZ VANECK MERK GOLD ETF38.7K shares1.63%2026-03-312026-04-23

IWY ISHARES TR7.0K shares1.63%2026-03-312026-04-23

JEPI J P MORGAN EXCHANGE TRADED F30.6K shares0.69%2026-03-312026-04-23

ABT ABBOTT LABORATORIES16.8K shares-14.93%2026-03-312026-04-23

Sponsored

BKNG BOOKING HOLDINGS INC379 shares-22.97%2026-03-312026-04-23

PFE PFIZER INC56.4K shares-4.12%2026-03-312026-04-23

EEMV ISHARES INC24.3K shares0.00%2026-03-312026-04-23

TJX TJX COS INC NEW9.8K shares-1.22%2026-03-312026-04-23

GLW CORNING INC11.4K shares-35.96%2026-03-312026-04-23

SPYD SPDR SERIES TRUST33.9K sharesnew addition2026-03-312026-04-23

BLACKROCK INC BLACKROCK INC1.6K shares0.76%2026-03-312026-04-23

IBM INTERNATIONAL BUSINESS MACHS6.3K shares-11.34%2026-03-312026-04-23

Sponsored

DGRO ISHARES TR21.8K shares-0.42%2026-03-312026-04-23

TOTALENERGIES SE TOTALENERGIES SE16.2K sharesnew addition2026-03-312026-04-23

FNV FRANCO NEV CORP5.9K shares-1.93%2026-03-312026-04-23

MCD MCDONALDS CORP4.7K shares-4.99%2026-03-312026-04-23

EATON CORP PLC EATON CORP PLC4.0K shares7.85%2026-03-312026-04-23

VWO VANGUARD INTL EQUITY INDEX F26.6K shares9.32%2026-03-312026-04-23

GS GOLDMAN SACHS GROUP INC1.7K shares-1.74%2026-03-312026-04-23

LMT LOCKHEED MARTIN CORP2.3K shares-0.39%2026-03-312026-04-23

Sponsored

TMO THERMO FISHER SCIENTIFIC INC2.7K shares-3.01%2026-03-312026-04-23

KO COCA COLA CO17.7K shares-20.98%2026-03-312026-04-23

VZ VERIZON COMMUNICATIONS INC26.7K shares3.05%2026-03-312026-04-23

NEE NEXTERA ENERGY INC14.4K shares2.76%2026-03-312026-04-23

NVS NOVARTIS AG8.7K shares-15.85%2026-03-312026-04-23

EPD ENTERPRISE PRODS PARTNERS L35.1K shares1.53%2026-03-312026-04-23

W WAYFAIR INC17.4K shares-89.32%2026-03-312026-04-23

JPEF J P MORGAN EXCHANGE TRADED F18.2K sharesnew addition2026-03-312026-04-23

Sponsored

FDVV FIDELITY COVINGTON TRUST23.6K shares485.31%2026-03-312026-04-23

DELL DELL TECHNOLOGIES INC7.9K shares-5.94%2026-03-312026-04-23

IBDR ISHARES TR53.2K shares0.11%2026-03-312026-04-23

MU MICRON TECHNOLOGY INC3.8K shares-2.05%2026-03-312026-04-23

T AT&T INC43.5K shares6.41%2026-03-312026-04-23

HUBS HUBSPOT INC5.1K shares2.69%2026-03-312026-04-23

CIBR FIRST TR EXCHANGE-TRADED FD19.9K shares-0.67%2026-03-312026-04-23

SYK STRYKER CORPORATION3.8K shares13.02%2026-03-312026-04-23

Sponsored

SCHF SCHWAB STRATEGIC TR49.5K shares28.37%2026-03-312026-04-23

EFG ISHARES TR10.8K shares0.45%2026-03-312026-04-23

HLI HOULIHAN LOKEY INC1.1M shares-0.00%2026-03-312026-04-23

UNH UNITEDHEALTH GROUP INC4.4K shares-7.83%2026-03-312026-04-23

AMGN AMGEN INC3.4K shares-1.06%2026-03-312026-04-23

XLE SELECT SECTOR SPDR TR19.4K shares-0.63%2026-03-312026-04-23

LINDE PLC LINDE PLC2.4K shares2.49%2026-03-312026-04-23

TCAF T ROWE PRICE ETF INC33.1K shares0.00%2026-03-312026-04-23

Sponsored

VCRB VANGUARD MALVERN FDS15.2K sharesnew addition2026-03-312026-04-23

CGDV CAPITAL GROUP DIVIDEND VALUE27.6K shares26.04%2026-03-312026-04-23

LOW LOWES COS INC4.8K shares-1.75%2026-03-312026-04-23

WM WASTE MGMT INC DEL4.9K shares-2.83%2026-03-312026-04-23

SPOT SPOTIFY TECHNOLOGY S A2.3K shares0.65%2026-03-312026-04-23

WMT WALMART INC9.1K shares5.62%2026-03-312026-04-23

AMD ADVANCED MICRO DEVICES INC5.5K shares1.04%2026-03-312026-04-23

CITIGROUP INC CITIGROUP INC9.7K shares0.12%2026-03-312026-04-23

Sponsored

LMUB ISHARES TR21.8K sharesnew addition2026-03-312026-04-23

DFUV DIMENSIONAL ETF TRUST22.3K sharesnew addition2026-03-312026-04-23

ORCL ORACLE CORP7.2K shares0.74%2026-03-312026-04-23

XLG INVESCO EXCHANGE TRADED FD T19.2K shares-87.83%2026-03-312026-04-23

IEV ISHARES TR15.2K shares-1.05%2026-03-312026-04-23

BLACKSTONE INC BLACKSTONE INC9.0K shares11.35%2026-03-312026-04-23

SGOV ISHARES TR10.2K shares2.45%2026-03-312026-04-23

IBDS ISHARES TR42.3K shares0.00%2026-03-312026-04-23

Sponsored

STT STATE STR CORP8.1K shares53.26%2026-03-312026-04-23

SPSB SPDR SERIES TRUST33.1K shares0.01%2026-03-312026-04-23

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW7.5K shares2.17%2026-03-312026-04-23

QYLD GLOBAL X FDS57.5K shares-15.88%2026-03-312026-04-23

AMT AMERICAN TOWER CORP5.7K shares-11.69%2026-03-312026-04-23

NFLX NETFLIX INC.10.2K shares5.93%2026-03-312026-04-23

BIV VANGUARD BD INDEX FDS12.6K shares-2.13%2026-03-312026-04-23

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY12.3K shares-5.27%2026-03-312026-04-23

Sponsored

UNP UNION PAC CORP4.0K shares13.26%2026-03-312026-04-23

SHOP SHOPIFY INC8.0K shares2.81%2026-03-312026-04-23

TFI SPDR SERIES TRUST20.6K shares0.17%2026-03-312026-04-23

VV VANGUARD INDEX FDS3.1K shares-0.64%2026-03-312026-04-23

AXP AMERICAN EXPRESS CO3.1K shares-1.38%2026-03-312026-04-23

BA BOEING CO4.7K shares1.19%2026-03-312026-04-23

BNDX VANGUARD CHARLOTTE FDS18.6K shares224.00%2026-03-312026-04-23

CENCORA INC CENCORA INC2.8K shares9.19%2026-03-312026-04-23

Sponsored

VB VANGUARD INDEX FDS3.4K shares0.03%2026-03-312026-04-23

TLH ISHARES TR8.7K shares-36.84%2026-03-312026-04-23

GILD GILEAD SCIENCES INC6.1K shares41.88%2026-03-312026-04-23

IAUM ISHARES GOLD TR18.3K shares3.29%2026-03-312026-04-23

VNQ VANGUARD INDEX FDS9.5K shares23.11%2026-03-312026-04-23

TER TERADYNE INC2.8K shares-4.38%2026-03-312026-04-23

FDX FEDEX CORP2.3K shares48.75%2026-03-312026-04-23

PVAL PUTNAM ETF TRUST17.7K sharesnew addition2026-03-312026-04-23

Sponsored

WMB WILLIAMS COS INC11.3K shares8.34%2026-03-312026-04-23

TXN TEXAS INSTRS INC4.2K shares-9.44%2026-03-312026-04-23

DIA STATE STR SPDR DOW JONES IND1.8K shares0.00%2026-03-312026-04-23

ADP AUTOMATIC DATA PROCESSING IN4.0K shares2.48%2026-03-312026-04-23

EEM ISHARES TR14.2K shares-0.25%2026-03-312026-04-23

IWD ISHARES TR3.8K shares0.00%2026-03-312026-04-23

VRTX VERTEX PHARMACEUTICALS INC1.8K shares24.36%2026-03-312026-04-23

PWR QUANTA SVCS INC1.4K shares0.73%2026-03-312026-04-23

Sponsored

HACK AMPLIFY ETF TR10.1K shares-1.60%2026-03-312026-04-23

WFC WELLS FARGO & CO9.4K shares7.76%2026-03-312026-04-23

DIVO AMPLIFY ETF TR16.6K shares0.00%2026-03-312026-04-23

INTC INTEL CORP16.9K shares2.53%2026-03-312026-04-23

ATI ATI INC5.0K shares0.00%2026-03-312026-04-23

PH PARKER-HANNIFIN CORP807 shares0.62%2026-03-312026-04-23

PICK ISHARES INC12.7K shares6.42%2026-03-312026-04-23

AGG ISHARES TR7.1K shares-3.84%2026-03-312026-04-23

Sponsored

ECL ECOLAB INC2.6K shares3.19%2026-03-312026-04-23

CRWD CROWDSTRIKE HLDGS INC1.8K shares10.23%2026-03-312026-04-23

CVS CVS HEALTH CORP9.4K shares1.78%2026-03-312026-04-23

IXN ISHARES TR6.7K shares35.72%2026-03-312026-04-23

CNI CANADIAN NATL RY CO6.5K shares-20.32%2026-03-312026-04-23

UBER UBER TECHNOLOGIES INC9.2K shares-2.39%2026-03-312026-04-23

NVT NVENT ELEC PLC5.5K shares3.61%2026-03-312026-04-23

SHV ISHARES TR5.9K shares1.99%2026-03-312026-04-23

Sponsored

MMM 3M CO4.5K shares-1.09%2026-03-312026-04-23

MYCF SSGA ACTIVE TR25.8K shares0.00%2026-03-312026-04-23

EGHT 8X8 INC NEW389.7K shares0.14%2026-03-312026-04-23

GE AEROSPACE GE AEROSPACE2.3K shares6.96%2026-03-312026-04-23

XLK SELECT SECTOR SPDR TR4.8K shares-1.60%2026-03-312026-04-23

ASML ASML HLDG NV479 shares5.51%2026-03-312026-04-23

FNF FIDELITY NATL FINL INC13.6K shares-10.20%2026-03-312026-04-23

BOTZ GLOBAL X FDS18.8K shares0.94%2026-03-312026-04-23

Sponsored

EMXC ISHARES INC7.9K shares3.75%2026-03-312026-04-23

PANW PALO ALTO NETWORKS INC3.8K shares9.90%2026-03-312026-04-23

CL COLGATE PALMOLIVE CO7.2K shares-0.25%2026-03-312026-04-23

IXUS ISHARES TR7.1K shares2.21%2026-03-312026-04-23

GNMA ISHARES TR13.6K shares0.43%2026-03-312026-04-23

IDEV ISHARES TR7.2K shares-22.95%2026-03-312026-04-23

SU SUNCOR ENERGY INC NEW9.1K shares-0.12%2026-03-312026-04-23

SHM SPDR SERIES TRUST12.4K shares-0.77%2026-03-312026-04-23

Sponsored

OKE ONEOK INC NEW6.5K shares4.91%2026-03-312026-04-23

MDLZ MONDELEZ INTL INC10.2K shares-3.81%2026-03-312026-04-23

JMOM J P MORGAN EXCHANGE TRADED F8.7K shares-0.03%2026-03-312026-04-23

CB CHUBB LTD SWITZ1.8K shares-3.80%2026-03-312026-04-23

JGRO J P MORGAN EXCHANGE TRADED F6.9K sharesnew addition2026-03-312026-04-23

JEPQ J P MORGAN EXCHANGE TRADED F10.4K shares0.72%2026-03-312026-04-23

DIS DISNEY WALT CO5.9K shares1.96%2026-03-312026-04-23

IWV ISHARES TR1.5K shares0.00%2026-03-312026-04-23

Sponsored

TT TRANE TECHNOLOGIES PLC1.4K shares1.43%2026-03-312026-04-23

CUSHMAN AND WAKEFIELD LTD CUSHMAN AND WAKEFIELD LTD45.6K shares-0.30%2026-03-312026-04-23

SNOW SNOWFLAKE INC3.7K shares-1.91%2026-03-312026-04-23

IWF ISHARES TR1.3K shares0.00%2026-03-312026-04-23

XSOE WISDOMTREE TR13.8K shares-7.16%2026-03-312026-04-23

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.8K shares5.62%2026-03-312026-04-23

SCHW SCHWAB CHARLES CORP5.9K shares2.60%2026-03-312026-04-23

CRM SALESFORCE INC3.0K shares13.07%2026-03-312026-04-23

Sponsored

SDY SPDR SERIES TRUST3.8K shares-1.28%2026-03-312026-04-23

SCHB SCHWAB STRATEGIC TR21.8K shares0.00%2026-03-312026-04-23

SPGI S&P GLOBAL INC1.3K shares6.45%2026-03-312026-04-23

NOW SERVICENOW INC5.1K shares-31.44%2026-03-312026-04-23

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC2.3K shares60.47%2026-03-312026-04-23

SPTS SPDR SERIES TRUST18.0K shares0.00%2026-03-312026-04-23

CMC COMMERCIAL METALS CO8.4K shares119.75%2026-03-312026-04-23

PSX PHILLIPS 662.8K shares-7.13%2026-03-312026-04-23

Sponsored

CGGO CAPITAL GROUP GBL GROWTH EQT15.5K shares58.59%2026-03-312026-04-23

FTSL FIRST TR EXCHANGE-TRADED FD11.4K shares-34.63%2026-03-312026-04-23

CGGR CAPITAL GROUP GROWTH ETF12.5K shares39.88%2026-03-312026-04-23

SYY SYSCO CORP7.0K shares4.73%2026-03-312026-04-23

MEDTRONIC PLC MEDTRONIC PLC5.8K shares-6.93%2026-03-312026-04-23

COP CONOCOPHILLIPS3.7K shares-25.97%2026-03-312026-04-23

VONE VANGUARD SCOTTSDALE FDS1.7K sharesnew addition2026-03-312026-04-23

ED CONSOLIDATED EDISON INC4.3K shares10.67%2026-03-312026-04-23

Sponsored

UPS UNITED PARCEL SVCS INC4.9K shares10.74%2026-03-312026-04-23

BMY BRISTOL-MYERS SQUIBB CO8.0K shares3.35%2026-03-312026-04-23

STIP ISHARES TR4.6K shares1.19%2026-03-312026-04-23

CSX CSX CORP11.6K shares0.33%2026-03-312026-04-23

DSI ISHARES TR3.9K shares-5.47%2026-03-312026-04-23

IBIT ISHARES BITCOIN TRUST ETF12.2K shares15.13%2026-03-312026-04-23

IYE ISHARES TR7.2K shares-0.37%2026-03-312026-04-23

VLUE ISHARES TR3.3K shares-0.54%2026-03-312026-04-23

Sponsored

SOFI SOFI TECHNOLOGIES INC29.2K shares2.29%2026-03-312026-04-23

CGBL CAPITAL GROUP CORE BALANCED13.3K shares0.00%2026-03-312026-04-23

LHX L3HARRIS TECHNOLOGIES INC1.3K shares-2.57%2026-03-312026-04-23

AMAT APPLIED MATLS INC1.3K shares3.75%2026-03-312026-04-23

GDX VANECK ETF TRUST4.9K shares5.22%2026-03-312026-04-23

COIN COINBASE GLOBAL INC2.6K shares16.78%2026-03-312026-04-23

IGSB ISHARES TR8.6K shares0.00%2026-03-312026-04-23

FAF FIRST AMERN FINL CORP7.4K shares-7.91%2026-03-312026-04-23

Sponsored

IWN ISHARES TR2.3K shares0.00%2026-03-312026-04-23

NUDM NUSHARES ETF TR12.2K shares7.37%2026-03-312026-04-23

EW EDWARDS LIFESCIENCES CORP5.5K shares3.84%2026-03-312026-04-23

PTLC PACER FDS TR8.3K shares0.02%2026-03-312026-04-23

HYG ISHARES TR5.5K shares10.41%2026-03-312026-04-23

BTI BRITISH AMERN TOB PLC7.4K shares4.15%2026-03-312026-04-23

NOC NORTHROP GRUMMAN CORP630 shares-28.97%2026-03-312026-04-23

SPIB SPDR SERIES TRUST12.7K shares0.00%2026-03-312026-04-23

Sponsored

MTB M & T BK CORP2.1K shares6.68%2026-03-312026-04-23

CW CURTISS WRIGHT CORP620 shares1.47%2026-03-312026-04-23

DE DEERE & CO750 shares1.90%2026-03-312026-04-23

ADI ANALOG DEVICES INC1.3K shares-16.03%2026-03-312026-04-23

DFUS DIMENSIONAL ETF TRUST5.9K sharesnew addition2026-03-312026-04-23

SLV ISHARES SILVER TR6.1K shares-34.05%2026-03-312026-04-23

NDAQ NASDAQ INC4.9K shares-0.06%2026-03-312026-04-23

COF CAPITAL ONE FINL CORP2.3K shares13.47%2026-03-312026-04-23

Sponsored

RSG REPUBLIC SVCS INC1.9K shares-0.27%2026-03-312026-04-23

AON PLC AON PLC1.3K shares-12.13%2026-03-312026-04-23

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC4.1K shares1.68%2026-03-312026-04-23

CMI CUMMINS INC738 shares-47.25%2026-03-312026-04-23

F FORD MTR CO34.0K shares0.87%2026-03-312026-04-23

TQQQ PROSHARES TR9.2K shares15.13%2026-03-312026-04-23

IJJ ISHARES TR2.9K shares0.00%2026-03-312026-04-23

TIP ISHARES TR3.4K shares0.00%2026-03-312026-04-23

Sponsored

CMCSA COMCAST CORP NEW13.1K shares9.83%2026-03-312026-04-23

ARISTA NETWORKS INC ARISTA NETWORKS INC3.0K shares1.77%2026-03-312026-04-23

SMMD ISHARES TR4.8K shares0.25%2026-03-312026-04-23

NEA NUVEEN AMT FREE QLTY MUN INC32.7K shares0.00%2026-03-312026-04-23

HUBBELL INC HUBBELL INC748 shares1.36%2026-03-312026-04-23

SPYV SPDR SERIES TRUST6.5K shares35.75%2026-03-312026-04-23

SUSL ISHARES TR3.2K shares0.00%2026-03-312026-04-23

DFAC DIMENSIONAL ETF TRUST9.4K sharesnew addition2026-03-312026-04-23

Sponsored

KEY KEYCORP18.0K shares0.60%2026-03-312026-04-23

DTD WISDOMTREE TR4.1K shares0.00%2026-03-312026-04-23

JCI JOHNSON CONTROLS INTERNATION2.7K shares4.00%2026-03-312026-04-23

ICSH ISHARES TR6.9K shares63.40%2026-03-312026-04-23

AMRZ AMRIZE LTD6.2K shares1.59%2026-03-312026-04-23

IBHG ISHARES TR15.7K shares0.00%2026-03-312026-04-23

ADBE ADOBE INC1.4K shares36.92%2026-03-312026-04-23

GM GENERAL MTRS CO4.6K shares1.62%2026-03-312026-04-23

Sponsored

IJK ISHARES TR3.4K shares0.00%2026-03-312026-04-23

NATIONAL GRID PLC NATIONAL GRID PLC4.0K shares-1.28%2026-03-312026-04-23

PBA PEMBINA PIPELINE CORP7.5K shares1.93%2026-03-312026-04-23

SPDW SPDR INDEX SHS FDS7.3K shares19.90%2026-03-312026-04-23

JCPB J P MORGAN EXCHANGE TRADED F7.1K sharesnew addition2026-03-312026-04-23

ET ENERGY TRANSFER L P17.1K shares0.00%2026-03-312026-04-23

DHR DANAHER CORP DEL1.7K shares-9.23%2026-03-312026-04-23

CHD CHURCH & DWIGHT CO INC3.5K sharesnew addition2026-03-312026-04-23

Sponsored

IWP ISHARES TR2.6K shares0.00%2026-03-312026-04-23

MTD METTLER TOLEDO INTERNATIONAL258 shares0.39%2026-03-312026-04-23

CINF CINCINNATI FINL CORP2.1K shares7.39%2026-03-312026-04-23

RIO RIO TINTO PLC3.5K shares5.97%2026-03-312026-04-23

WTW WILLIS TOWERS WATSON PLC LTD1.1K shares1.92%2026-03-312026-04-23

ACGL ARCH CAP GROUP LTD3.4K shares-6.30%2026-03-312026-04-23

IBHF ISHARES TR14.0K shares0.00%2026-03-312026-04-23

IDXX IDEXX LABS INC570 shares6.54%2026-03-312026-04-23

Sponsored

ROST ROSS STORES INC1.5K shares8.97%2026-03-312026-04-23

KMI KINDER MORGAN INC DEL9.4K shares5.76%2026-03-312026-04-23

INTU INTUIT726 shares4.61%2026-03-312026-04-23

PL PLANET LABS PBC11.1K sharesnew addition2026-03-312026-04-23

XLF SELECT SECTOR SPDR TR6.2K shares0.03%2026-03-312026-04-23

FBND FIDELITY MERRIMACK STR TR6.7K sharesnew addition2026-03-312026-04-23

SO SOUTHERN CO3.2K shares20.80%2026-03-312026-04-23

SJM SMUCKER J M CO3.1K shares-16.55%2026-03-312026-04-23

Sponsored

VXF VANGUARD INDEX FDS1.5K shares-15.83%2026-03-312026-04-23

IJT ISHARES TR2.1K shares-1.19%2026-03-312026-04-23

SOC SABLE OFFSHORE CORP18.2K shares0.00%2026-03-312026-04-23

VLO VALERO ENERGY CORP1.2K sharesnew addition2026-03-312026-04-23

O REALTY INCOME CORP4.9K shares3.09%2026-03-312026-04-23

SCHJ SCHWAB STRATEGIC TR12.0K shares9.68%2026-03-312026-04-23

EMR EMERSON ELEC CO2.2K shares9.04%2026-03-312026-04-23

MMC MARSH & MCLENNAN COS INC1.7K shares-11.34%2026-03-312026-04-23

Sponsored

NKE NIKE INC5.5K shares9.84%2026-03-312026-04-23

NET CLOUDFLARE INC1.4K shares-0.92%2026-03-312026-04-23

ILCV ISHARES TR3.1K shares-3.09%2026-03-312026-04-23

AEP AMERICAN ELEC PWR CO INC2.2K shares12.87%2026-03-312026-04-23

ULTA ULTA BEAUTY INC546 shares2.82%2026-03-312026-04-23

EBC EASTERN BANKSHARES INC14.5K shares0.07%2026-03-312026-04-23

ITW ILLINOIS TOOL WKS INC1.1K shares2.07%2026-03-312026-04-23

SHEL SHELL PLC3.0K shares5.02%2026-03-312026-04-23

Sponsored

QCOM QUALCOMM INC2.2K shares4.79%2026-03-312026-04-23

BABA ALIBABA GROUP HLDG LTD2.2K shares2.87%2026-03-312026-04-23

VRT VERTIV HOLDINGS CO1.1K sharesnew addition2026-03-312026-04-23

FNGU BANK MONTREAL MEDIUM17.6K shares18.95%2026-03-312026-04-23

LAM RESEARCH CORP LAM RESEARCH CORP1.3K shares5.32%2026-03-312026-04-23

XLI SELECT SECTOR SPDR TR1.7K shares-0.29%2026-03-312026-04-23

DOV DOVER CORP1.3K shares0.30%2026-03-312026-04-23

AWK AMERICAN WTR WKS CO INC NEW2.0K shares-5.64%2026-03-312026-04-23

Sponsored

IDV ISHARES TR6.4K shares0.03%2026-03-312026-04-23

UPRO PROSHARES TR2.8K shares-1.52%2026-03-312026-04-23

IGRO ISHARES TR3.2K shares-10.26%2026-03-312026-04-23

TTWO TAKE-TWO INTERACTIVE SOFTWAR1.4K shares3.65%2026-03-312026-04-23

KKR & CO INC KKR & CO INC2.9K shares4.04%2026-03-312026-04-23

FDS FACTSET RESH SYS INC1.2K shares-1.20%2026-03-312026-04-23

BP BP PLC5.6K shares-3.00%2026-03-312026-04-23

FDL FIRST TR EXCHANGE-TRADED FD5.2K sharesnew addition2026-03-312026-04-23

Sponsored

SBUX STARBUCKS CORP2.9K sharesnew addition2026-03-312026-04-23

NBB NUVEEN TAXABLE MUNICPAL INM16.6K shares0.00%2026-03-312026-04-23

EMB ISHARES TR2.8K shares-76.46%2026-03-312026-04-23

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC3.4K sharesnew addition2026-03-312026-04-23

VIGI VANGUARD WHITEHALL FDS2.9K shares-15.14%2026-03-312026-04-23

NEAR ISHARES U S ETF TR5.0K shares0.00%2026-03-312026-04-23

AXON AXON ENTERPRISE INC603 shares12.50%2026-03-312026-04-23

BSV VANGUARD BD INDEX FDS3.3K shares27.61%2026-03-312026-04-23

Sponsored

TOST TOAST INC9.6K shares1.56%2026-03-312026-04-23

SCHA SCHWAB STRATEGIC TR8.7K sharesnew addition2026-03-312026-04-23

SHY ISHARES TR3.1K shares0.00%2026-03-312026-04-23

NOBL PROSHARES TR2.4K sharesnew addition2026-03-312026-04-23

OCTT AIM ETF PRODUCTS TRUST5.9K shares0.00%2026-03-312026-04-23

DDOG DATADOG INC2.1K sharesnew addition2026-03-312026-04-23

TGT TARGET CORP2.0K sharesnew addition2026-03-312026-04-23

FNDF SCHWAB STRATEGIC TR5.1K sharesnew addition2026-03-312026-04-23

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN1.6K sharesnew addition2026-03-312026-04-23

NUV NUVEEN MUN VALUE FD INC27.4K shares0.00%2026-03-312026-04-23

MSCI MSCI INC454 shares11.00%2026-03-312026-04-23

FELG FIDELITY COVINGTON TRUST6.5K sharesnew addition2026-03-312026-04-23

FINS ANGEL OAK FINL STRATEGIES IN18.7K sharesnew addition2026-03-312026-04-23

EMGF ISHARES INC3.9K shares-55.75%2026-03-312026-04-23

TLT ISHARES TR2.7K shares-60.26%2026-03-312026-04-23

ASTRAZENECA PLC ASTRAZENECA PLC1.2K sharesnew addition2026-03-312026-04-23

Sponsored

IRM IRON MTN INC DEL2.3K sharesnew addition2026-03-312026-04-23

LNG CHENIERE ENERGY INC831 sharesnew addition2026-03-312026-04-23

SCHP SCHWAB STRATEGIC TR8.9K sharesnew addition2026-03-312026-04-23

TRV TRAVELERS COMPANIES INC805 shares1.13%2026-03-312026-04-23

UNILEVER PLC UNILEVER PLC4.1K shares-0.86%2026-03-312026-04-23

CGGE CAPITAL GROUP GLOBAL EQUITY7.6K shares0.00%2026-03-312026-04-23

HSBC HSBC HLDGS PLC2.8K sharesnew addition2026-03-312026-04-23

PZA INVESCO EXCH TRADED FD TR II9.9K sharesnew addition2026-03-312026-04-23

Sponsored

APH AMPHENOL CORP1.8K sharesnew addition2026-03-312026-04-23

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP665 shares7.95%2026-03-312026-04-23

ISRG INTUITIVE SURGICAL INC491 shares5.82%2026-03-312026-04-23

SLB SLB LIMITED4.4K sharesnew addition2026-03-312026-04-23

GRMN GARMIN LTD971 sharesnew addition2026-03-312026-04-23

SPEM SPDR INDEX SHS FDS4.8K sharesnew addition2026-03-312026-04-23

TM TOYOTA MOTOR CORP1.1K shares10.19%2026-03-312026-04-23

VFH VANGUARD WORLD FD1.9K shares-23.21%2026-03-312026-04-23

Sponsored

FMDE FIDELITY COVINGTON TRUST6.2K sharesnew addition2026-03-312026-04-23

IBDT ISHARES TR8.8K shares0.00%2026-03-312026-04-23

EWC ISHARES INC4.0K shares-20.59%2026-03-312026-04-23

URI UNITED RENTALS INC303 shares-14.16%2026-03-312026-04-23

USB US BANCORP4.2K shares3.74%2026-03-312026-04-23

CGMU CAPITAL GRP FIXED INCM ETF T7.9K sharesnew addition2026-03-312026-04-23

UCON FIRST TR EXCHNG TRADED FD VI8.7K shares0.00%2026-03-312026-04-23

QDF FLEXSHARES TR2.7K sharesnew addition2026-03-312026-04-23

Sponsored

CAIE CALAMOS ETF TR8.3K sharesnew addition2026-03-312026-04-23

GSK PLC GSK PLC3.8K sharesnew addition2026-03-312026-04-23

MPC MARATHON PETE CORP847 sharesnew addition2026-03-312026-04-23

ORLY OREILLY AUTOMOTIVE INC2.2K sharesnew addition2026-03-312026-04-23

JQUA J P MORGAN EXCHANGE TRADED F3.3K sharesnew addition2026-03-312026-04-23

AMP AMERIPRISE FINL INC456 sharesnew addition2026-03-312026-04-23

SAN BANCO SANTANDER SA16.1K shares15.79%2026-03-312026-04-23

GLUE MONTE ROSA THERAPEUTICS INC10.0K shares0.00%2026-03-312026-04-23

Sponsored

NMR NOMURA HLDGS INC13.8K shares10.91%2026-03-312026-04-23

ELTX ELICIO THERAPEUTICS INC10.0K shares0.00%2026-03-312026-04-23

MFG MIZUHO FINANCIAL GROUP INC13.3K sharesnew addition2026-03-312026-04-23

TE T1 ENERGY INC21.4K shares0.00%2026-03-312026-04-23

IBRX IMMUNITYBIO INC10.2K sharesnew addition2026-03-312026-04-23

CYBN CYBIN INC10.3K sharesnew addition2026-03-312026-04-23

GENPREX INC GENPREX INC20.0K sharesnew addition2026-03-312026-04-23

WIT WIPRO LTD16.9K shares6.96%2026-03-312026-04-23

Sponsored

INOVIO PHARMACEUTICALS INC INOVIO PHARMACEUTICALS INC12.6K shares0.00%2026-03-312026-04-23

SLQT SELECTQUOTE INC28.5K shares0.00%2026-03-312026-04-23

IVV

ISHARES TR

-0.72%

Shares57.3K

Event2026-03-31

Filed2026-04-23

SPYM

SPDR SERIES TRUST

15.86%

Shares375.4K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

-0.32%

Shares87.4K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

0.34%

Shares44.2K

Event2026-03-31

Filed2026-04-23

QUAL

ISHARES TR

2.49%

Shares85.1K

Event2026-03-31

Filed2026-04-23

SCHD

SCHWAB STRATEGIC TR

1.52%

Shares531.3K

Event2026-03-31

Filed2026-04-23

IVW

ISHARES TR

5.86%

Shares126.5K

Event2026-03-31

Filed2026-04-23

IVE

ISHARES TR

-0.83%

Shares62.8K

Event2026-03-31

Filed2026-04-23

VTEB

VANGUARD MUN BD FDS

4.52%

Shares250.2K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

5.82%

Shares70.2K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-0.74%

Shares42.3K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

-3.65%

Shares18.5K

Event2026-03-31

Filed2026-04-23

DYNF

BLACKROCK ETF TRUST

-13.73%

Shares198.7K

Event2026-03-31

Filed2026-04-23

SCHZ

SCHWAB STRATEGIC TR

5.37%

Shares465.5K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

0.27%

Shares34.4K

Event2026-03-31

Filed2026-04-23

BERKSHIRE HATHAWAY INC DEL

-5.64%

Shares19.1K

Event2026-03-31

Filed2026-04-23

IUSB

ISHARES TR

6.18%

Shares190.8K

Event2026-03-31

Filed2026-04-23

ACWX

ISHARES TR

264.01%

Shares117.2K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

1.09%

Shares37.9K

Event2026-03-31

Filed2026-04-23

IEFA

ISHARES TR

-0.11%

Shares86.8K

Event2026-03-31

Filed2026-04-23

IJH

ISHARES TR

0.47%

Shares113.2K

Event2026-03-31

Filed2026-04-23

BND

VANGUARD BD INDEX FDS

9.72%

Shares98.8K

Event2026-03-31

Filed2026-04-23

XTEN

BONDBLOXX ETF TRUST

12.77%

Shares158.4K

Event2026-03-31

Filed2026-04-23

IJR

ISHARES TR

1.32%

Shares57.8K

Event2026-03-31

Filed2026-04-23

USMV

ISHARES TR

0.36%

Shares74.2K

Event2026-03-31

Filed2026-04-23

ALTRIA GROUP INC

2.60%

Shares98.3K

Event2026-03-31

Filed2026-04-23

CORO

BLACKROCK ETF TRUST

New

Shares195.9K

Event2026-03-31

Filed2026-04-23

BROADCOM INC

-0.52%

Shares20.2K

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD INDEX FDS

-0.58%

Shares19.1K

Event2026-03-31

Filed2026-04-23

VEA

VANGUARD TAX-MANAGED FDS

-5.15%

Shares95.1K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

2.01%

Shares10.1K

Event2026-03-31

Filed2026-04-23

EFV

ISHARES TR

-33.22%

Shares80.3K

Event2026-03-31

Filed2026-04-23

JNJ

JOHNSON & JOHNSON

1.43%

Shares23.5K

Event2026-03-31

Filed2026-04-23

GLD

SPDR GOLD TR

-4.38%

Shares13.1K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

3.30%

Shares18.3K

Event2026-03-31

Filed2026-04-23

MBB

ISHARES TR

6.87%

Shares55.1K

Event2026-03-31

Filed2026-04-23

THRO

BLACKROCK ETF TRUST

7.16%

Shares140.1K

Event2026-03-31

Filed2026-04-23

BAI

BLACKROCK ETF TRUST

8.51%

Shares152.5K

Event2026-03-31

Filed2026-04-23

CVX

CHEVRON CORPORATION

2.93%

Shares24.0K

Event2026-03-31

Filed2026-04-23

MUB

ISHARES TR

5.50%

Shares46.7K

Event2026-03-31

Filed2026-04-23

VIG

VANGUARD SPECIALIZED FUNDS

10.86%

Shares23.0K

Event2026-03-31

Filed2026-04-23

IEMG

ISHARES INC

-51.42%

Shares70.9K

Event2026-03-31

Filed2026-04-23

AVEM

AMERICAN CENTY ETF TR

21.80%

Shares61.1K

Event2026-03-31

Filed2026-04-23

OEF

ISHARES TR

-2.78%

Shares15.4K

Event2026-03-31

Filed2026-04-23

MORGAN STANLEY

-24.12%

Shares28.3K

Event2026-03-31

Filed2026-04-23

ALPS ETF TR

6.69%

Shares88.4K

Event2026-03-31

Filed2026-04-23

META

META PLATFORMS INC

0.88%

Shares7.9K

Event2026-03-31

Filed2026-04-23

VANGUARD INTL EQUITY INDEX F

3.39%

Shares32.3K

Event2026-03-31

Filed2026-04-23

ABBV

ABBVIE INC

5.88%

Shares20.3K

Event2026-03-31

Filed2026-04-23

KVYO

KLAVIYO INC

0.01%

Shares226.7K

Event2026-03-31

Filed2026-04-23

SPMO

INVESCO EXCH TRADED FD TR II

7.50%

Shares39.4K

Event2026-03-31

Filed2026-04-23

SPMD

SPDR SERIES TRUST

1.84%

Shares74.2K

Event2026-03-31

Filed2026-04-23

VRIG

INVESCO ACTIVELY MANAGED EXC

194.39%

Shares173.7K

Event2026-03-31

Filed2026-04-23

SUB

ISHARES TR

1.57%

Shares40.3K

Event2026-03-31

Filed2026-04-23

MDY

STATE STR SPDR S&P MIDCAP 40

-1.44%

Shares6.8K

Event2026-03-31

Filed2026-04-23

GOVT

ISHARES TR

1095.83%

Shares181.9K

Event2026-03-31

Filed2026-04-23

XOM

EXXON MOBIL CORP

1.03%

Shares24.4K

Event2026-03-31

Filed2026-04-23

IWM

ISHARES TR

5.59%

Shares16.2K

Event2026-03-31

Filed2026-04-23

BINC

BLACKROCK ETF TRUST II

-15.84%

Shares76.7K

Event2026-03-31

Filed2026-04-23

HON

HONEYWELL INTL INC

-1.92%

Shares16.2K

Event2026-03-31

Filed2026-04-23

HDV

ISHARES TR

3.17%

Shares26.9K

Event2026-03-31

Filed2026-04-23

RDVY

FIRST TR EXCHANGE TRADED FD

-0.30%

Shares53.4K

Event2026-03-31

Filed2026-04-23

CAT

CATERPILLAR INC

-4.49%

Shares5.1K

Event2026-03-31

Filed2026-04-23

PLTR

PALANTIR TECHNOLOGIES INC

1.72%

Shares24.7K

Event2026-03-31

Filed2026-04-23

INVESCO QQQ TR

1.46%

Shares6.0K

Event2026-03-31

Filed2026-04-23

LLY

ELI LILLY & CO

0.32%

Shares3.8K

Event2026-03-31

Filed2026-04-23

IAGG

ISHARES TR

15.50%

Shares68.4K

Event2026-03-31

Filed2026-04-23

SHLD

GLOBAL X FDS

64.77%

Shares48.1K

Event2026-03-31

Filed2026-04-23

VISA INC

1.76%

Shares11.3K

Event2026-03-31

Filed2026-04-23

VTV

VANGUARD INDEX FDS

-6.79%

Shares17.3K

Event2026-03-31

Filed2026-04-23

BLCR

BLACKROCK ETF TRUST

New

Shares82.2K

Event2026-03-31

Filed2026-04-23

CGDG

CAPITAL GROUP DIVIDEND GROWE

2.56%

Shares93.4K

Event2026-03-31

Filed2026-04-23

VEU

VANGUARD INTL EQUITY INDEX F

0.88%

Shares44.1K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

-1.22%

Shares11.4K

Event2026-03-31

Filed2026-04-23

MATV

MATIV HOLDINGS INC

0.00%

Shares375.2K

Event2026-03-31

Filed2026-04-23

ITOT

ISHARES TR

2.45%

Shares22.1K

Event2026-03-31

Filed2026-04-23

VXUS

VANGUARD STAR FDS

30.30%

Shares40.3K

Event2026-03-31

Filed2026-04-23

JAAA

JANUS DETROIT STR TR

812.52%

Shares57.5K

Event2026-03-31

Filed2026-04-23

VUG

VANGUARD INDEX FDS

25.83%

Shares6.2K

Event2026-03-31

Filed2026-04-23

PHILIP MORRIS INTL INC

5.28%

Shares15.2K

Event2026-03-31

Filed2026-04-23

RTX

RTX CORPORATION

1.27%

Shares12.9K

Event2026-03-31

Filed2026-04-23

IWB

ISHARES TR

-2.80%

Shares6.9K

Event2026-03-31

Filed2026-04-23

MASTERCARD INCORPORATED

1.42%

Shares4.9K

Event2026-03-31

Filed2026-04-23

TSLA

TESLA INC

5.62%

Shares6.5K

Event2026-03-31

Filed2026-04-23

BAC

BANK AMERICA CORP

-5.02%

Shares49.4K

Event2026-03-31

Filed2026-04-23

CSCO

CISCO SYS INC

7.02%

Shares30.9K

Event2026-03-31

Filed2026-04-23

IYW

ISHARES TR

0.50%

Shares13.1K

Event2026-03-31

Filed2026-04-23

GEV

GE VERNOVA INC

4.03%

Shares2.7K

Event2026-03-31

Filed2026-04-23

CME

CME GROUP INC

0.27%

Shares7.9K

Event2026-03-31

Filed2026-04-23

MERCK & CO INC

-1.02%

Shares18.8K

Event2026-03-31

Filed2026-04-23

PROCTER & GAMBLE CO

-9.77%

Shares15.3K

Event2026-03-31

Filed2026-04-23

DVY

ISHARES TR

0.05%

Shares14.4K

Event2026-03-31

Filed2026-04-23

GLDM

WORLD GOLD TR

-48.57%

Shares22.8K

Event2026-03-31

Filed2026-04-23

ESGU

ISHARES TR

-0.53%

Shares14.8K

Event2026-03-31

Filed2026-04-23

IVLU

ISHARES TR

-3.01%

Shares52.4K

Event2026-03-31

Filed2026-04-23

HOME DEPOT INC

4.09%

Shares6.2K

Event2026-03-31

Filed2026-04-23

VGLT

VANGUARD SCOTTSDALE FDS

2.87%

Shares36.4K

Event2026-03-31

Filed2026-04-23

COST

COSTCO WHOLESALE CORPORATION

2.34%

Shares2.0K

Event2026-03-31

Filed2026-04-23

MINT

PIMCO ETF TR

0.44%

Shares19.9K

Event2026-03-31

Filed2026-04-23

VCSH

VANGUARD SCOTTSDALE FDS

0.09%

Shares24.6K

Event2026-03-31

Filed2026-04-23

TSM

TAIWAN SEMICONDUCTOR MANUFAC

33.40%

Shares5.6K

Event2026-03-31

Filed2026-04-23

SCCO

SOUTHERN COPPER CORP

-1.25%

Shares10.9K

Event2026-03-31

Filed2026-04-23

VCIT

VANGUARD SCOTTSDALE FDS

0.07%

Shares22.4K

Event2026-03-31

Filed2026-04-23

PEP

PEPSICO INC

8.50%

Shares11.9K

Event2026-03-31

Filed2026-04-23

CGUS

CAPITAL GROUP CORE EQUITY ET

9.86%

Shares47.1K

Event2026-03-31

Filed2026-04-23

EFA

ISHARES TR

-4.12%

Shares18.6K

Event2026-03-31

Filed2026-04-23

ISHARES GOLD TR

-11.70%

Shares20.4K

Event2026-03-31

Filed2026-04-23

VYM

VANGUARD WHITEHALL FDS

56.97%

Shares11.9K

Event2026-03-31

Filed2026-04-23

OUNZ

VANECK MERK GOLD ETF

1.63%

Shares38.7K

Event2026-03-31

Filed2026-04-23

IWY

ISHARES TR

1.63%

Shares7.0K

Event2026-03-31

Filed2026-04-23

JEPI

J P MORGAN EXCHANGE TRADED F

0.69%

Shares30.6K

Event2026-03-31

Filed2026-04-23

ABT

ABBOTT LABORATORIES

-14.93%

Shares16.8K

Event2026-03-31

Filed2026-04-23

BKNG

BOOKING HOLDINGS INC

-22.97%

Shares379

Event2026-03-31

Filed2026-04-23

PFE

PFIZER INC

-4.12%

Shares56.4K

Event2026-03-31

Filed2026-04-23

EEMV

ISHARES INC

0.00%

Shares24.3K

Event2026-03-31

Filed2026-04-23

TJX

TJX COS INC NEW

-1.22%

Shares9.8K

Event2026-03-31

Filed2026-04-23

GLW

CORNING INC

-35.96%

Shares11.4K

Event2026-03-31

Filed2026-04-23

SPYD

SPDR SERIES TRUST

New

Shares33.9K

Event2026-03-31

Filed2026-04-23

BLACKROCK INC

0.76%

Shares1.6K

Event2026-03-31

Filed2026-04-23

IBM

INTERNATIONAL BUSINESS MACHS

-11.34%

Shares6.3K

Event2026-03-31

Filed2026-04-23

DGRO

ISHARES TR

-0.42%

Shares21.8K

Event2026-03-31

Filed2026-04-23

TOTALENERGIES SE

New

Shares16.2K

Event2026-03-31

Filed2026-04-23

FNV

FRANCO NEV CORP

-1.93%

Shares5.9K

Event2026-03-31

Filed2026-04-23

MCD

MCDONALDS CORP

-4.99%

Shares4.7K

Event2026-03-31

Filed2026-04-23

EATON CORP PLC

7.85%

Shares4.0K

Event2026-03-31

Filed2026-04-23

VWO

VANGUARD INTL EQUITY INDEX F

9.32%

Shares26.6K

Event2026-03-31

Filed2026-04-23

GOLDMAN SACHS GROUP INC

-1.74%

Shares1.7K

Event2026-03-31

Filed2026-04-23

LMT

LOCKHEED MARTIN CORP

-0.39%

Shares2.3K

Event2026-03-31

Filed2026-04-23

TMO

THERMO FISHER SCIENTIFIC INC

-3.01%

Shares2.7K

Event2026-03-31

Filed2026-04-23

COCA COLA CO

-20.98%

Shares17.7K

Event2026-03-31

Filed2026-04-23

VERIZON COMMUNICATIONS INC

3.05%

Shares26.7K

Event2026-03-31

Filed2026-04-23

NEE

NEXTERA ENERGY INC

2.76%

Shares14.4K

Event2026-03-31

Filed2026-04-23

NVS

NOVARTIS AG

-15.85%

Shares8.7K

Event2026-03-31

Filed2026-04-23

EPD

ENTERPRISE PRODS PARTNERS L

1.53%

Shares35.1K

Event2026-03-31

Filed2026-04-23

WAYFAIR INC

-89.32%

Shares17.4K

Event2026-03-31

Filed2026-04-23

JPEF

J P MORGAN EXCHANGE TRADED F

New

Shares18.2K

Event2026-03-31

Filed2026-04-23

FDVV

FIDELITY COVINGTON TRUST

485.31%

Shares23.6K

Event2026-03-31

Filed2026-04-23

DELL

DELL TECHNOLOGIES INC

-5.94%

Shares7.9K

Event2026-03-31

Filed2026-04-23

IBDR

ISHARES TR

0.11%

Shares53.2K

Event2026-03-31

Filed2026-04-23

MICRON TECHNOLOGY INC

-2.05%

Shares3.8K

Event2026-03-31

Filed2026-04-23

AT&T INC

6.41%

Shares43.5K

Event2026-03-31

Filed2026-04-23

HUBS

HUBSPOT INC

2.69%

Shares5.1K

Event2026-03-31

Filed2026-04-23

CIBR

FIRST TR EXCHANGE-TRADED FD

-0.67%

Shares19.9K

Event2026-03-31

Filed2026-04-23

SYK

STRYKER CORPORATION

13.02%

Shares3.8K

Event2026-03-31

Filed2026-04-23

SCHF

SCHWAB STRATEGIC TR

28.37%

Shares49.5K

Event2026-03-31

Filed2026-04-23

EFG

ISHARES TR

0.45%

Shares10.8K

Event2026-03-31

Filed2026-04-23

HLI

HOULIHAN LOKEY INC

-0.00%

Shares1.1M

Event2026-03-31

Filed2026-04-23

UNH

UNITEDHEALTH GROUP INC

-7.83%

Shares4.4K

Event2026-03-31

Filed2026-04-23

AMGN

AMGEN INC

-1.06%

Shares3.4K

Event2026-03-31

Filed2026-04-23

XLE

SELECT SECTOR SPDR TR

-0.63%

Shares19.4K

Event2026-03-31

Filed2026-04-23

LINDE PLC

2.49%

Shares2.4K

Event2026-03-31

Filed2026-04-23

TCAF

T ROWE PRICE ETF INC

0.00%

Shares33.1K

Event2026-03-31

Filed2026-04-23

VCRB

VANGUARD MALVERN FDS

New

Shares15.2K

Event2026-03-31

Filed2026-04-23

CGDV

CAPITAL GROUP DIVIDEND VALUE

26.04%

Shares27.6K

Event2026-03-31

Filed2026-04-23

LOW

LOWES COS INC

-1.75%

Shares4.8K

Event2026-03-31

Filed2026-04-23

WASTE MGMT INC DEL

-2.83%

Shares4.9K

Event2026-03-31

Filed2026-04-23

SPOT

SPOTIFY TECHNOLOGY S A

0.65%

Shares2.3K

Event2026-03-31

Filed2026-04-23

WMT

WALMART INC

5.62%

Shares9.1K

Event2026-03-31

Filed2026-04-23

AMD

ADVANCED MICRO DEVICES INC

1.04%

Shares5.5K

Event2026-03-31

Filed2026-04-23

CITIGROUP INC

0.12%

Shares9.7K

Event2026-03-31

Filed2026-04-23

LMUB

ISHARES TR

New

Shares21.8K

Event2026-03-31

Filed2026-04-23

DFUV

DIMENSIONAL ETF TRUST

New

Shares22.3K

Event2026-03-31

Filed2026-04-23

ORCL

ORACLE CORP

0.74%

Shares7.2K

Event2026-03-31

Filed2026-04-23

XLG

INVESCO EXCHANGE TRADED FD T

-87.83%

Shares19.2K

Event2026-03-31

Filed2026-04-23

IEV

ISHARES TR

-1.05%

Shares15.2K

Event2026-03-31

Filed2026-04-23

BLACKSTONE INC

11.35%

Shares9.0K

Event2026-03-31

Filed2026-04-23

SGOV

ISHARES TR

2.45%

Shares10.2K

Event2026-03-31

Filed2026-04-23

IBDS

ISHARES TR

0.00%

Shares42.3K

Event2026-03-31

Filed2026-04-23

STT

STATE STR CORP

53.26%

Shares8.1K

Event2026-03-31

Filed2026-04-23

SPSB

SPDR SERIES TRUST

0.01%

Shares33.1K

Event2026-03-31

Filed2026-04-23

DUKE ENERGY CORP NEW

2.17%

Shares7.5K

Event2026-03-31

Filed2026-04-23

QYLD

GLOBAL X FDS

-15.88%

Shares57.5K

Event2026-03-31

Filed2026-04-23

AMT

AMERICAN TOWER CORP

-11.69%

Shares5.7K

Event2026-03-31

Filed2026-04-23

NFLX

NETFLIX INC.

5.93%

Shares10.2K

Event2026-03-31

Filed2026-04-23

BIV

VANGUARD BD INDEX FDS

-2.13%

Shares12.6K

Event2026-03-31

Filed2026-04-23

CANADIAN PACIFIC KANSAS CITY

-5.27%

Shares12.3K

Event2026-03-31

Filed2026-04-23

UNP

UNION PAC CORP

13.26%

Shares4.0K

Event2026-03-31

Filed2026-04-23

SHOP

SHOPIFY INC

2.81%

Shares8.0K

Event2026-03-31

Filed2026-04-23

TFI

SPDR SERIES TRUST

0.17%

Shares20.6K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

-0.64%

Shares3.1K

Event2026-03-31

Filed2026-04-23

AXP

AMERICAN EXPRESS CO

-1.38%

Shares3.1K

Event2026-03-31

Filed2026-04-23

BOEING CO

1.19%

Shares4.7K

Event2026-03-31

Filed2026-04-23

BNDX

VANGUARD CHARLOTTE FDS

224.00%

Shares18.6K

Event2026-03-31

Filed2026-04-23

CENCORA INC

9.19%

Shares2.8K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

0.03%

Shares3.4K

Event2026-03-31

Filed2026-04-23

TLH

ISHARES TR

-36.84%

Shares8.7K

Event2026-03-31

Filed2026-04-23

GILD

GILEAD SCIENCES INC

41.88%

Shares6.1K

Event2026-03-31

Filed2026-04-23

IAUM

ISHARES GOLD TR

3.29%

Shares18.3K

Event2026-03-31

Filed2026-04-23

VNQ

VANGUARD INDEX FDS

23.11%

Shares9.5K

Event2026-03-31

Filed2026-04-23

TER

TERADYNE INC

-4.38%

Shares2.8K

Event2026-03-31

Filed2026-04-23

FDX

FEDEX CORP

48.75%

Shares2.3K

Event2026-03-31

Filed2026-04-23

PVAL

PUTNAM ETF TRUST

New

Shares17.7K

Event2026-03-31

Filed2026-04-23

WMB

WILLIAMS COS INC

8.34%

Shares11.3K

Event2026-03-31

Filed2026-04-23

TXN

TEXAS INSTRS INC

-9.44%

Shares4.2K

Event2026-03-31

Filed2026-04-23

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-23

ADP

AUTOMATIC DATA PROCESSING IN

2.48%

Shares4.0K

Event2026-03-31

Filed2026-04-23

EEM

ISHARES TR

-0.25%

Shares14.2K

Event2026-03-31

Filed2026-04-23

IWD

ISHARES TR

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-23

VRTX

VERTEX PHARMACEUTICALS INC

24.36%

Shares1.8K

Event2026-03-31

Filed2026-04-23

PWR

QUANTA SVCS INC

0.73%

Shares1.4K

Event2026-03-31

Filed2026-04-23

HACK

AMPLIFY ETF TR

-1.60%

Shares10.1K

Event2026-03-31

Filed2026-04-23

WFC

WELLS FARGO & CO

7.76%

Shares9.4K

Event2026-03-31

Filed2026-04-23

DIVO

AMPLIFY ETF TR

0.00%

Shares16.6K

Event2026-03-31

Filed2026-04-23

INTC

INTEL CORP

2.53%

Shares16.9K

Event2026-03-31

Filed2026-04-23

ATI

ATI INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-23

PARKER-HANNIFIN CORP

0.62%

Shares807

Event2026-03-31

Filed2026-04-23

PICK

ISHARES INC

6.42%

Shares12.7K

Event2026-03-31

Filed2026-04-23

AGG

ISHARES TR

-3.84%

Shares7.1K

Event2026-03-31

Filed2026-04-23

ECL

ECOLAB INC

3.19%

Shares2.6K

Event2026-03-31

Filed2026-04-23

CRWD

CROWDSTRIKE HLDGS INC

10.23%

Shares1.8K

Event2026-03-31

Filed2026-04-23

CVS

CVS HEALTH CORP

1.78%

Shares9.4K

Event2026-03-31

Filed2026-04-23

IXN

ISHARES TR

35.72%

Shares6.7K

Event2026-03-31

Filed2026-04-23

CNI

CANADIAN NATL RY CO

-20.32%

Shares6.5K

Event2026-03-31

Filed2026-04-23

UBER

UBER TECHNOLOGIES INC

-2.39%

Shares9.2K

Event2026-03-31

Filed2026-04-23

NVT

NVENT ELEC PLC

3.61%

Shares5.5K

Event2026-03-31

Filed2026-04-23

SHV

ISHARES TR

1.99%

Shares5.9K

Event2026-03-31

Filed2026-04-23

MMM

3M CO

-1.09%

Shares4.5K

Event2026-03-31

Filed2026-04-23

MYCF

SSGA ACTIVE TR

0.00%

Shares25.8K

Event2026-03-31

Filed2026-04-23

EGHT

8X8 INC NEW

0.14%

Shares389.7K

Event2026-03-31

Filed2026-04-23

GE AEROSPACE

6.96%

Shares2.3K

Event2026-03-31

Filed2026-04-23

XLK

SELECT SECTOR SPDR TR

-1.60%

Shares4.8K

Event2026-03-31

Filed2026-04-23

ASML

ASML HLDG NV

5.51%

Shares479

Event2026-03-31

Filed2026-04-23

FNF

FIDELITY NATL FINL INC

-10.20%

Shares13.6K

Event2026-03-31

Filed2026-04-23

BOTZ

GLOBAL X FDS

0.94%

Shares18.8K

Event2026-03-31

Filed2026-04-23

EMXC

ISHARES INC

3.75%

Shares7.9K

Event2026-03-31

Filed2026-04-23

PANW

PALO ALTO NETWORKS INC

9.90%

Shares3.8K

Event2026-03-31

Filed2026-04-23

COLGATE PALMOLIVE CO

-0.25%

Shares7.2K

Event2026-03-31

Filed2026-04-23

IXUS

ISHARES TR

2.21%

Shares7.1K

Event2026-03-31

Filed2026-04-23

GNMA

ISHARES TR

0.43%

Shares13.6K

Event2026-03-31

Filed2026-04-23

IDEV

ISHARES TR

-22.95%

Shares7.2K

Event2026-03-31

Filed2026-04-23

SUNCOR ENERGY INC NEW

-0.12%

Shares9.1K

Event2026-03-31

Filed2026-04-23

SHM

SPDR SERIES TRUST

-0.77%

Shares12.4K

Event2026-03-31

Filed2026-04-23

OKE

ONEOK INC NEW

4.91%

Shares6.5K

Event2026-03-31

Filed2026-04-23

MDLZ

MONDELEZ INTL INC

-3.81%

Shares10.2K

Event2026-03-31

Filed2026-04-23

JMOM

J P MORGAN EXCHANGE TRADED F

-0.03%

Shares8.7K

Event2026-03-31

Filed2026-04-23

CHUBB LTD SWITZ

-3.80%

Shares1.8K

Event2026-03-31

Filed2026-04-23

JGRO

J P MORGAN EXCHANGE TRADED F

New

Shares6.9K

Event2026-03-31

Filed2026-04-23

JEPQ

J P MORGAN EXCHANGE TRADED F

0.72%

Shares10.4K

Event2026-03-31

Filed2026-04-23

DIS

DISNEY WALT CO

1.96%

Shares5.9K

Event2026-03-31

Filed2026-04-23

IWV

ISHARES TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-23

TRANE TECHNOLOGIES PLC

1.43%

Shares1.4K

Event2026-03-31

Filed2026-04-23

CUSHMAN AND WAKEFIELD LTD

-0.30%

Shares45.6K

Event2026-03-31

Filed2026-04-23

SNOW

SNOWFLAKE INC

-1.91%

Shares3.7K

Event2026-03-31

Filed2026-04-23

IWF

ISHARES TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-23

XSOE

WISDOMTREE TR

-7.16%

Shares13.8K

Event2026-03-31

Filed2026-04-23

ACCENTURE PLC IRELAND

5.62%

Shares2.8K

Event2026-03-31

Filed2026-04-23

SCHW

SCHWAB CHARLES CORP

2.60%

Shares5.9K

Event2026-03-31

Filed2026-04-23

CRM

SALESFORCE INC

13.07%

Shares3.0K

Event2026-03-31

Filed2026-04-23

SDY

SPDR SERIES TRUST

-1.28%

Shares3.8K

Event2026-03-31

Filed2026-04-23

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares21.8K

Event2026-03-31

Filed2026-04-23

SPGI

S&P GLOBAL INC

6.45%

Shares1.3K

Event2026-03-31

Filed2026-04-23

NOW

SERVICENOW INC

-31.44%

Shares5.1K

Event2026-03-31

Filed2026-04-23

FERGUSON ENTERPRISES INC

60.47%

Shares2.3K

Event2026-03-31

Filed2026-04-23

SPTS

SPDR SERIES TRUST

0.00%

Shares18.0K

Event2026-03-31

Filed2026-04-23

CMC

COMMERCIAL METALS CO

119.75%

Shares8.4K

Event2026-03-31

Filed2026-04-23

PSX

PHILLIPS 66

-7.13%

Shares2.8K

Event2026-03-31

Filed2026-04-23

CGGO

CAPITAL GROUP GBL GROWTH EQT

58.59%

Shares15.5K

Event2026-03-31

Filed2026-04-23

FTSL

FIRST TR EXCHANGE-TRADED FD

-34.63%

Shares11.4K

Event2026-03-31

Filed2026-04-23

CGGR

CAPITAL GROUP GROWTH ETF

39.88%

Shares12.5K

Event2026-03-31

Filed2026-04-23

SYY

SYSCO CORP

4.73%

Shares7.0K

Event2026-03-31

Filed2026-04-23

MEDTRONIC PLC

-6.93%

Shares5.8K

Event2026-03-31

Filed2026-04-23

COP

CONOCOPHILLIPS

-25.97%

Shares3.7K

Event2026-03-31

Filed2026-04-23

VONE

VANGUARD SCOTTSDALE FDS

New

Shares1.7K

Event2026-03-31

Filed2026-04-23

CONSOLIDATED EDISON INC

10.67%

Shares4.3K

Event2026-03-31

Filed2026-04-23

UPS

UNITED PARCEL SVCS INC

10.74%

Shares4.9K

Event2026-03-31

Filed2026-04-23

BMY

BRISTOL-MYERS SQUIBB CO

3.35%

Shares8.0K

Event2026-03-31

Filed2026-04-23

STIP

ISHARES TR

1.19%

Shares4.6K

Event2026-03-31

Filed2026-04-23

CSX

CSX CORP

0.33%

Shares11.6K

Event2026-03-31

Filed2026-04-23

DSI

ISHARES TR

-5.47%

Shares3.9K

Event2026-03-31

Filed2026-04-23

IBIT

ISHARES BITCOIN TRUST ETF

15.13%

Shares12.2K

Event2026-03-31

Filed2026-04-23

IYE

ISHARES TR

-0.37%

Shares7.2K

Event2026-03-31

Filed2026-04-23

VLUE

ISHARES TR

-0.54%

Shares3.3K

Event2026-03-31

Filed2026-04-23

SOFI

SOFI TECHNOLOGIES INC

2.29%

Shares29.2K

Event2026-03-31

Filed2026-04-23

CGBL

CAPITAL GROUP CORE BALANCED

0.00%

Shares13.3K

Event2026-03-31

Filed2026-04-23

LHX

L3HARRIS TECHNOLOGIES INC

-2.57%

Shares1.3K

Event2026-03-31

Filed2026-04-23

AMAT

APPLIED MATLS INC

3.75%

Shares1.3K

Event2026-03-31

Filed2026-04-23

GDX

VANECK ETF TRUST

5.22%

Shares4.9K

Event2026-03-31

Filed2026-04-23

COIN

COINBASE GLOBAL INC

16.78%

Shares2.6K

Event2026-03-31

Filed2026-04-23

IGSB

ISHARES TR

0.00%

Shares8.6K

Event2026-03-31

Filed2026-04-23

FAF

FIRST AMERN FINL CORP

-7.91%

Shares7.4K

Event2026-03-31

Filed2026-04-23

IWN

ISHARES TR

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-23

NUDM

NUSHARES ETF TR

7.37%

Shares12.2K

Event2026-03-31

Filed2026-04-23

EDWARDS LIFESCIENCES CORP

3.84%

Shares5.5K

Event2026-03-31

Filed2026-04-23

PTLC

PACER FDS TR

0.02%

Shares8.3K

Event2026-03-31

Filed2026-04-23

HYG

ISHARES TR

10.41%

Shares5.5K

Event2026-03-31

Filed2026-04-23

BTI

BRITISH AMERN TOB PLC

4.15%

Shares7.4K

Event2026-03-31

Filed2026-04-23

NOC

NORTHROP GRUMMAN CORP

-28.97%

Shares630

Event2026-03-31

Filed2026-04-23

SPIB

SPDR SERIES TRUST

0.00%

Shares12.7K

Event2026-03-31

Filed2026-04-23

MTB

M & T BK CORP

6.68%

Shares2.1K

Event2026-03-31

Filed2026-04-23

CURTISS WRIGHT CORP

1.47%

Shares620

Event2026-03-31

Filed2026-04-23

DEERE & CO

1.90%

Shares750

Event2026-03-31

Filed2026-04-23

ADI

ANALOG DEVICES INC

-16.03%

Shares1.3K

Event2026-03-31

Filed2026-04-23

DFUS

DIMENSIONAL ETF TRUST

New

Shares5.9K

Event2026-03-31

Filed2026-04-23

SLV

ISHARES SILVER TR

-34.05%

Shares6.1K

Event2026-03-31

Filed2026-04-23

NDAQ

NASDAQ INC

-0.06%

Shares4.9K

Event2026-03-31

Filed2026-04-23

COF

CAPITAL ONE FINL CORP

13.47%

Shares2.3K

Event2026-03-31

Filed2026-04-23

RSG

REPUBLIC SVCS INC

-0.27%

Shares1.9K

Event2026-03-31

Filed2026-04-23

AON PLC

-12.13%

Shares1.3K

Event2026-03-31

Filed2026-04-23

MARVELL TECHNOLOGY INC

1.68%

Shares4.1K

Event2026-03-31

Filed2026-04-23

CMI

CUMMINS INC

-47.25%

Shares738

Event2026-03-31

Filed2026-04-23

FORD MTR CO

0.87%

Shares34.0K

Event2026-03-31

Filed2026-04-23

TQQQ

PROSHARES TR

15.13%

Shares9.2K

Event2026-03-31

Filed2026-04-23

IJJ

ISHARES TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-23

TIP

ISHARES TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-23

CMCSA

COMCAST CORP NEW

9.83%

Shares13.1K

Event2026-03-31

Filed2026-04-23

ARISTA NETWORKS INC

1.77%

Shares3.0K

Event2026-03-31

Filed2026-04-23

SMMD

ISHARES TR

0.25%

Shares4.8K

Event2026-03-31

Filed2026-04-23

NEA

NUVEEN AMT FREE QLTY MUN INC

0.00%

Shares32.7K

Event2026-03-31

Filed2026-04-23

HUBBELL INC

1.36%

Shares748

Event2026-03-31

Filed2026-04-23

SPYV

SPDR SERIES TRUST

35.75%

Shares6.5K

Event2026-03-31

Filed2026-04-23

SUSL

ISHARES TR

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-23

DFAC

DIMENSIONAL ETF TRUST

New

Shares9.4K

Event2026-03-31

Filed2026-04-23

KEY

KEYCORP

0.60%

Shares18.0K

Event2026-03-31

Filed2026-04-23

DTD

WISDOMTREE TR

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-23

JCI

JOHNSON CONTROLS INTERNATION

4.00%

Shares2.7K

Event2026-03-31

Filed2026-04-23

ICSH

ISHARES TR

63.40%

Shares6.9K

Event2026-03-31

Filed2026-04-23

AMRZ

AMRIZE LTD

1.59%

Shares6.2K

Event2026-03-31

Filed2026-04-23

IBHG

ISHARES TR

0.00%

Shares15.7K

Event2026-03-31

Filed2026-04-23

ADBE

ADOBE INC

36.92%

Shares1.4K

Event2026-03-31

Filed2026-04-23

GENERAL MTRS CO

1.62%

Shares4.6K

Event2026-03-31

Filed2026-04-23

IJK

ISHARES TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-23

NATIONAL GRID PLC

-1.28%

Shares4.0K

Event2026-03-31

Filed2026-04-23

PBA

PEMBINA PIPELINE CORP

1.93%

Shares7.5K

Event2026-03-31

Filed2026-04-23

SPDW

SPDR INDEX SHS FDS

19.90%

Shares7.3K

Event2026-03-31

Filed2026-04-23

JCPB

J P MORGAN EXCHANGE TRADED F

New

Shares7.1K

Event2026-03-31

Filed2026-04-23

ENERGY TRANSFER L P

0.00%

Shares17.1K

Event2026-03-31

Filed2026-04-23

DHR

DANAHER CORP DEL

-9.23%

Shares1.7K

Event2026-03-31

Filed2026-04-23

CHD

CHURCH & DWIGHT CO INC

New

Shares3.5K

Event2026-03-31

Filed2026-04-23

IWP

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-23

MTD

METTLER TOLEDO INTERNATIONAL

0.39%

Shares258

Event2026-03-31

Filed2026-04-23

CINF

CINCINNATI FINL CORP

7.39%

Shares2.1K

Event2026-03-31

Filed2026-04-23

RIO

RIO TINTO PLC

5.97%

Shares3.5K

Event2026-03-31

Filed2026-04-23

WTW

WILLIS TOWERS WATSON PLC LTD

1.92%

Shares1.1K

Event2026-03-31

Filed2026-04-23

ACGL

ARCH CAP GROUP LTD

-6.30%

Shares3.4K

Event2026-03-31

Filed2026-04-23

IBHF

ISHARES TR

0.00%

Shares14.0K

Event2026-03-31

Filed2026-04-23

IDXX

IDEXX LABS INC

6.54%

Shares570

Event2026-03-31

Filed2026-04-23

ROST

ROSS STORES INC

8.97%

Shares1.5K

Event2026-03-31

Filed2026-04-23

KMI

KINDER MORGAN INC DEL

5.76%

Shares9.4K

Event2026-03-31

Filed2026-04-23

INTU

INTUIT

4.61%

Shares726

Event2026-03-31

Filed2026-04-23

PLANET LABS PBC

New

Shares11.1K

Event2026-03-31

Filed2026-04-23

XLF

SELECT SECTOR SPDR TR

0.03%

Shares6.2K

Event2026-03-31

Filed2026-04-23

FBND

FIDELITY MERRIMACK STR TR

New

Shares6.7K

Event2026-03-31

Filed2026-04-23

SOUTHERN CO

20.80%

Shares3.2K

Event2026-03-31

Filed2026-04-23

SJM

SMUCKER J M CO

-16.55%

Shares3.1K

Event2026-03-31

Filed2026-04-23

VXF

VANGUARD INDEX FDS

-15.83%

Shares1.5K

Event2026-03-31

Filed2026-04-23

IJT

ISHARES TR

-1.19%

Shares2.1K

Event2026-03-31

Filed2026-04-23

SOC

SABLE OFFSHORE CORP

0.00%

Shares18.2K

Event2026-03-31

Filed2026-04-23

VLO

VALERO ENERGY CORP

New

Shares1.2K

Event2026-03-31

Filed2026-04-23

REALTY INCOME CORP

3.09%

Shares4.9K

Event2026-03-31

Filed2026-04-23

SCHJ

SCHWAB STRATEGIC TR

9.68%

Shares12.0K

Event2026-03-31

Filed2026-04-23

EMR

EMERSON ELEC CO

9.04%

Shares2.2K

Event2026-03-31

Filed2026-04-23

MMC

MARSH & MCLENNAN COS INC

-11.34%

Shares1.7K

Event2026-03-31

Filed2026-04-23

NKE

NIKE INC

9.84%

Shares5.5K

Event2026-03-31

Filed2026-04-23

NET

CLOUDFLARE INC

-0.92%

Shares1.4K

Event2026-03-31

Filed2026-04-23

ILCV

ISHARES TR

-3.09%

Shares3.1K

Event2026-03-31

Filed2026-04-23

AEP

AMERICAN ELEC PWR CO INC

12.87%

Shares2.2K

Event2026-03-31

Filed2026-04-23

ULTA

ULTA BEAUTY INC

2.82%

Shares546

Event2026-03-31

Filed2026-04-23

EBC

EASTERN BANKSHARES INC

0.07%

Shares14.5K

Event2026-03-31

Filed2026-04-23

ITW

ILLINOIS TOOL WKS INC

2.07%

Shares1.1K

Event2026-03-31

Filed2026-04-23

SHEL

SHELL PLC

5.02%

Shares3.0K

Event2026-03-31

Filed2026-04-23

QCOM

QUALCOMM INC

4.79%

Shares2.2K

Event2026-03-31

Filed2026-04-23

BABA

ALIBABA GROUP HLDG LTD

2.87%

Shares2.2K

Event2026-03-31

Filed2026-04-23

VRT

VERTIV HOLDINGS CO

New

Shares1.1K

Event2026-03-31

Filed2026-04-23

FNGU

BANK MONTREAL MEDIUM

18.95%

Shares17.6K

Event2026-03-31

Filed2026-04-23

LAM RESEARCH CORP

5.32%

Shares1.3K

Event2026-03-31

Filed2026-04-23

XLI

SELECT SECTOR SPDR TR

-0.29%

Shares1.7K

Event2026-03-31

Filed2026-04-23

DOV

DOVER CORP

0.30%

Shares1.3K

Event2026-03-31

Filed2026-04-23

AWK

AMERICAN WTR WKS CO INC NEW

-5.64%

Shares2.0K

Event2026-03-31

Filed2026-04-23

IDV

ISHARES TR

0.03%

Shares6.4K

Event2026-03-31

Filed2026-04-23

UPRO

PROSHARES TR

-1.52%

Shares2.8K

Event2026-03-31

Filed2026-04-23

IGRO

ISHARES TR

-10.26%

Shares3.2K

Event2026-03-31

Filed2026-04-23

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

3.65%

Shares1.4K

Event2026-03-31

Filed2026-04-23

KKR & CO INC

4.04%

Shares2.9K

Event2026-03-31

Filed2026-04-23

FDS

FACTSET RESH SYS INC

-1.20%

Shares1.2K

Event2026-03-31

Filed2026-04-23

BP PLC

-3.00%

Shares5.6K

Event2026-03-31

Filed2026-04-23

FDL

FIRST TR EXCHANGE-TRADED FD

New

Shares5.2K

Event2026-03-31

Filed2026-04-23

SBUX

STARBUCKS CORP

New

Shares2.9K

Event2026-03-31

Filed2026-04-23

NBB

NUVEEN TAXABLE MUNICPAL INM

0.00%

Shares16.6K

Event2026-03-31

Filed2026-04-23

EMB

ISHARES TR

-76.46%

Shares2.8K

Event2026-03-31

Filed2026-04-23

SOLSTICE ADVANCED MATLS INC

New

Shares3.4K

Event2026-03-31

Filed2026-04-23

VIGI

VANGUARD WHITEHALL FDS

-15.14%

Shares2.9K

Event2026-03-31

Filed2026-04-23

NEAR

ISHARES U S ETF TR

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-23

AXON

AXON ENTERPRISE INC

12.50%

Shares603

Event2026-03-31

Filed2026-04-23

BSV

VANGUARD BD INDEX FDS

27.61%

Shares3.3K

Event2026-03-31

Filed2026-04-23

TOST

TOAST INC

1.56%

Shares9.6K

Event2026-03-31

Filed2026-04-23

SCHA

SCHWAB STRATEGIC TR

New

Shares8.7K

Event2026-03-31

Filed2026-04-23

SHY

ISHARES TR

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-23

NOBL

PROSHARES TR

New

Shares2.4K

Event2026-03-31

Filed2026-04-23

OCTT

AIM ETF PRODUCTS TRUST

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-23

DDOG

DATADOG INC

New

Shares2.1K

Event2026-03-31

Filed2026-04-23

TGT

TARGET CORP

New

Shares2.0K

Event2026-03-31

Filed2026-04-23

FNDF

SCHWAB STRATEGIC TR

New

Shares5.1K

Event2026-03-31

Filed2026-04-23

ICE

INTERCONTINENTAL EXCHANGE IN

New

Shares1.6K

Event2026-03-31

Filed2026-04-23

NUV

NUVEEN MUN VALUE FD INC

0.00%

Shares27.4K

Event2026-03-31

Filed2026-04-23

MSCI

MSCI INC

11.00%

Shares454

Event2026-03-31

Filed2026-04-23

FELG

FIDELITY COVINGTON TRUST

New

Shares6.5K

Event2026-03-31

Filed2026-04-23

FINS

ANGEL OAK FINL STRATEGIES IN

New

Shares18.7K

Event2026-03-31

Filed2026-04-23

EMGF

ISHARES INC

-55.75%

Shares3.9K

Event2026-03-31

Filed2026-04-23

TLT

ISHARES TR

-60.26%

Shares2.7K

Event2026-03-31

Filed2026-04-23

ASTRAZENECA PLC

New

Shares1.2K

Event2026-03-31

Filed2026-04-23

IRM

IRON MTN INC DEL

New

Shares2.3K

Event2026-03-31

Filed2026-04-23

LNG

CHENIERE ENERGY INC

New

Shares831

Event2026-03-31

Filed2026-04-23

SCHP

SCHWAB STRATEGIC TR

New

Shares8.9K

Event2026-03-31

Filed2026-04-23

TRV

TRAVELERS COMPANIES INC

1.13%

Shares805

Event2026-03-31

Filed2026-04-23

UNILEVER PLC

-0.86%

Shares4.1K

Event2026-03-31

Filed2026-04-23

CGGE

CAPITAL GROUP GLOBAL EQUITY

0.00%

Shares7.6K

Event2026-03-31

Filed2026-04-23

HSBC

HSBC HLDGS PLC

New

Shares2.8K

Event2026-03-31

Filed2026-04-23

PZA

INVESCO EXCH TRADED FD TR II

New

Shares9.9K

Event2026-03-31

Filed2026-04-23

APH

AMPHENOL CORP

New

Shares1.8K

Event2026-03-31

Filed2026-04-23

GENERAL DYNAMICS CORP

7.95%

Shares665

Event2026-03-31

Filed2026-04-23

ISRG

INTUITIVE SURGICAL INC

5.82%

Shares491

Event2026-03-31

Filed2026-04-23

SLB

SLB LIMITED

New

Shares4.4K

Event2026-03-31

Filed2026-04-23

GRMN

GARMIN LTD

New

Shares971

Event2026-03-31

Filed2026-04-23

SPEM

SPDR INDEX SHS FDS

New

Shares4.8K

Event2026-03-31

Filed2026-04-23

TOYOTA MOTOR CORP

10.19%

Shares1.1K

Event2026-03-31

Filed2026-04-23

VFH

VANGUARD WORLD FD

-23.21%

Shares1.9K

Event2026-03-31

Filed2026-04-23

FMDE

FIDELITY COVINGTON TRUST

New

Shares6.2K

Event2026-03-31

Filed2026-04-23

IBDT

ISHARES TR

0.00%

Shares8.8K

Event2026-03-31

Filed2026-04-23

EWC

ISHARES INC

-20.59%

Shares4.0K

Event2026-03-31

Filed2026-04-23

URI

UNITED RENTALS INC

-14.16%

Shares303

Event2026-03-31

Filed2026-04-23

USB

US BANCORP

3.74%

Shares4.2K

Event2026-03-31

Filed2026-04-23

CGMU

CAPITAL GRP FIXED INCM ETF T

New

Shares7.9K

Event2026-03-31

Filed2026-04-23

UCON

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares8.7K

Event2026-03-31

Filed2026-04-23

QDF

FLEXSHARES TR

New

Shares2.7K

Event2026-03-31

Filed2026-04-23

CAIE

CALAMOS ETF TR

New

Shares8.3K

Event2026-03-31

Filed2026-04-23

GSK PLC

New

Shares3.8K

Event2026-03-31

Filed2026-04-23

MPC

MARATHON PETE CORP

New

Shares847

Event2026-03-31

Filed2026-04-23

ORLY

OREILLY AUTOMOTIVE INC

New

Shares2.2K

Event2026-03-31

Filed2026-04-23

JQUA

J P MORGAN EXCHANGE TRADED F

New

Shares3.3K

Event2026-03-31

Filed2026-04-23

AMP

AMERIPRISE FINL INC

New

Shares456

Event2026-03-31

Filed2026-04-23

SAN

BANCO SANTANDER SA

15.79%

Shares16.1K

Event2026-03-31

Filed2026-04-23

GLUE

MONTE ROSA THERAPEUTICS INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-23

NMR

NOMURA HLDGS INC

10.91%

Shares13.8K

Event2026-03-31

Filed2026-04-23

ELTX

ELICIO THERAPEUTICS INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-23

MFG

MIZUHO FINANCIAL GROUP INC

New

Shares13.3K

Event2026-03-31

Filed2026-04-23

T1 ENERGY INC

0.00%

Shares21.4K

Event2026-03-31

Filed2026-04-23

IBRX

IMMUNITYBIO INC

New

Shares10.2K

Event2026-03-31

Filed2026-04-23

CYBN

CYBIN INC

New

Shares10.3K

Event2026-03-31

Filed2026-04-23

GENPREX INC

New

Shares20.0K

Event2026-03-31

Filed2026-04-23

WIT

WIPRO LTD

6.96%

Shares16.9K

Event2026-03-31

Filed2026-04-23

INOVIO PHARMACEUTICALS INC

0.00%

Shares12.6K

Event2026-03-31

Filed2026-04-23

SLQT

SELECTQUOTE INC

0.00%

Shares28.5K

Event2026-03-31

Filed2026-04-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

STATE STR SPDR S&P 500 ETF T Put PutSTATE STR SPDR S&P 500 ETF T1.1K shares0.00%2026-03-312026-04-23

SPOTIFY TECHNOLOGY S A Put PutSPOTIFY TECHNOLOGY S A800 sharesnew addition2026-03-312026-04-23

STATE STR SPDR S&P 500 ETF T Put

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-23

SPOTIFY TECHNOLOGY S A Put

SPOTIFY TECHNOLOGY S A

New

Shares800

Event2026-03-31

Filed2026-04-23