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The Analysis of MBL Wealth, LLC's Holdings & P&L

Currently, MBL Wealth, LLC holds 331 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in BIL (+220.6K shares, valued at $20.2M), HYG (+172.1K shares, valued at $13.7M), JCPB (+229.0K shares, valued at $10.8M); decreased their positions in PYLD (-192.3K shares, valued at $5.0M), AAPL (-8.3K shares, valued at $2.1M), LH (-6.0K shares, valued at $1.6M); initiated new positions in JCPB (+229.0K shares, valued at $10.8M), TOWN (+144.1K shares, valued at $4.9M), MIAX (+87.0K shares, valued at $3.4M).

1M P&L

+24.3M+1.90%

3M P&L

-5.8M-0.44%

HY P&L

+45.0M+3.58%

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/A1.1B

85.4%

2Consumer Electronics23.9M

1.9%

3Semiconductors20.7M

1.6%

Top Industries by Stock Count

1N/A143 stocks

47.2%

2Drug Manufacturers - General7 stocks

2.3%

3Software - Infrastructure7 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T217.8K shares1.94%2026-03-312026-04-28

BIL SPDR SERIES TRUST1.3M shares20.09%2026-03-312026-04-28

IJH ISHARES TR908.8K shares4.77%2026-03-312026-04-28

GLDM WORLD GOLD TR510.9K shares-0.40%2026-03-312026-04-28

IEMG ISHARES INC656.1K shares2.63%2026-03-312026-04-28

DIVO AMPLIFY ETF TR981.8K shares4.27%2026-03-312026-04-28

ISTB ISHARES TR834.7K shares7.78%2026-03-312026-04-28

DFNM DIMENSIONAL ETF TRUST739.7K shares4.62%2026-03-312026-04-28

Sponsored

UITB VICTORY PORTFOLIOS II720.9K shares8.80%2026-03-312026-04-28

IJR ISHARES TR264.7K shares3.17%2026-03-312026-04-28

IEFA ISHARES TR312.9K shares1.75%2026-03-312026-04-28

IEI ISHARES TR237.5K shares7.49%2026-03-312026-04-28

IDEV ISHARES TR301.0K shares5.68%2026-03-312026-04-28

MUNI PIMCO ETF TR475.8K shares4.44%2026-03-312026-04-28

AAPL APPLE INC94.3K shares-8.08%2026-03-312026-04-28

SHY ISHARES TR207.1K shares6.78%2026-03-312026-04-28

Sponsored

NVDA NVIDIA CORPORATION92.6K shares0.23%2026-03-312026-04-28

PTLC PACER FDS TR307.5K shares0.51%2026-03-312026-04-28

HYG ISHARES TR176.8K shares3689.97%2026-03-312026-04-28

QQQI NEOS ETF TRUST276.4K shares9.87%2026-03-312026-04-28

GBIL GOLDMAN SACHS ETF TR133.7K shares25.74%2026-03-312026-04-28

SUB ISHARES TR118.5K shares29.29%2026-03-312026-04-28

MODL VICTORY PORTFOLIOS II258.0K shares9.90%2026-03-312026-04-28

CARY ANGEL OAK FUNDS TRUST540.6K shares3.95%2026-03-312026-04-28

Sponsored

TBIL RBB FD INC224.9K shares48.43%2026-03-312026-04-28

JCPB J P MORGAN EXCHANGE TRADED F229.0K sharesnew addition2026-03-312026-04-28

MSFT MICROSOFT CORP27.5K shares5.40%2026-03-312026-04-28

PSEP INNOVATOR ETFS TRUST229.3K shares4.50%2026-03-312026-04-28

KJAN INNOVATOR ETFS TRUST221.5K shares2.78%2026-03-312026-04-28

EMXC ISHARES INC106.2K shares4.27%2026-03-312026-04-28

FAUG FIRST TR EXCHNG TRADED FD VI160.5K shares-1.27%2026-03-312026-04-28

PTMC PACER FDS TR224.9K shares4.21%2026-03-312026-04-28

Sponsored

PTIN PACER FDS TR252.6K shares2.38%2026-03-312026-04-28

MLPA GLOBAL X FDS146.3K shares6.13%2026-03-312026-04-28

SCHX SCHWAB STRATEGIC TR298.8K shares3.44%2026-03-312026-04-28

HGER HARBOR ETF TRUST238.3K shares12.16%2026-03-312026-04-28

PDEC INNOVATOR ETFS TRUST168.6K shares29.49%2026-03-312026-04-28

ALPHABET INC ALPHABET INC24.1K shares-3.19%2026-03-312026-04-28

AMZN AMAZON COM INC33.2K shares1.65%2026-03-312026-04-28

PJUL INNOVATOR ETFS TRUST148.4K shares-2.02%2026-03-312026-04-28

Sponsored

VO VANGUARD INDEX FDS22.6K shares0.81%2026-03-312026-04-28

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL13.2K shares-2.19%2026-03-312026-04-28

RUNN STRATEGIC TRUST196.1K shares-8.59%2026-03-312026-04-28

TDVG T ROWE PRICE ETF INC140.3K shares-5.08%2026-03-312026-04-28

CALAMOS ETF TR CALAMOS ETF TR317.0K shares44.30%2026-03-312026-04-28

LH LABCORP HOLDINGS INC23.4K shares-20.30%2026-03-312026-04-28

JEPQ J P MORGAN EXCHANGE TRADED F107.9K shares-7.03%2026-03-312026-04-28

THIR THOR FINL TECHNOLOGIES TR184.9K shares30.92%2026-03-312026-04-28

Sponsored

BROADCOM INC BROADCOM INC17.5K shares3.12%2026-03-312026-04-28

META META PLATFORMS INC9.4K shares-1.00%2026-03-312026-04-28

JPEF J P MORGAN EXCHANGE TRADED F74.6K shares-1.23%2026-03-312026-04-28

VANGUARD INDEX FDS VANGUARD INDEX FDS8.5K shares1.69%2026-03-312026-04-28

UAUG INNOVATOR ETFS TRUST127.2K shares-1.64%2026-03-312026-04-28

FJUL FIRST TR EXCHNG TRADED FD VI91.4K shares-2.89%2026-03-312026-04-28

ALPHABET INC ALPHABET INC17.0K shares0.72%2026-03-312026-04-28

TOWN TOWNEBANK PORTSMOUTH VA144.1K sharesnew addition2026-03-312026-04-28

Sponsored

PTNQ PACER FDS TR65.9K shares1.31%2026-03-312026-04-28

EOCT INNOVATOR ETFS TRUST148.7K shares0.94%2026-03-312026-04-28

TSLA TESLA INC12.7K shares-1.72%2026-03-312026-04-28

GLD SPDR GOLD TR10.3K shares-2.86%2026-03-312026-04-28

VNQ VANGUARD INDEX FDS49.6K shares5.46%2026-03-312026-04-28

EJAN INNOVATOR ETFS TRUST129.2K shares7.06%2026-03-312026-04-28

FNOV FIRST TR EXCHNG TRADED FD VI79.3K shares11.72%2026-03-312026-04-28

JPM JPMORGAN CHASE & CO13.5K shares-0.29%2026-03-312026-04-28

Sponsored

SPYG SPDR SERIES TRUST39.4K shares-3.35%2026-03-312026-04-28

FMHI FIRST TR EXCH TRADED FD III78.5K shares5.43%2026-03-312026-04-28

MIAX MIAMI INTL HLDGS INC87.0K sharesnew addition2026-03-312026-04-28

XOM EXXON MOBIL CORP17.6K shares2.15%2026-03-312026-04-28

IWF ISHARES TR7.0K shares-7.81%2026-03-312026-04-28

PYLD PIMCO ETF TR109.9K shares-63.63%2026-03-312026-04-28

UDEC INNOVATOR ETFS TRUST71.6K shares21.27%2026-03-312026-04-28

VWO VANGUARD INTL EQUITY INDEX F50.7K shares4.00%2026-03-312026-04-28

Sponsored

JNJ JOHNSON & JOHNSON10.7K shares-2.22%2026-03-312026-04-28

COST COSTCO WHOLESALE CORPORATION2.6K shares13.17%2026-03-312026-04-28

WMT WALMART INC18.9K shares-0.33%2026-03-312026-04-28

VGT VANGUARD WORLD FD3.2K shares-0.50%2026-03-312026-04-28

LLY ELI LILLY & CO2.4K shares6.37%2026-03-312026-04-28

CAT CATERPILLAR INC3.1K shares-4.65%2026-03-312026-04-28

RTX RTX CORPORATION11.3K shares-2.63%2026-03-312026-04-28

V VISA INC7.2K shares-1.44%2026-03-312026-04-28

Sponsored

GS GOLDMAN SACHS GROUP INC2.5K shares-1.33%2026-03-312026-04-28

IBM INTERNATIONAL BUSINESS MACHS8.6K shares4.50%2026-03-312026-04-28

JTEK J P MORGAN EXCHANGE TRADED F26.1K shares-18.24%2026-03-312026-04-28

AMD ADVANCED MICRO DEVICES INC10.0K shares0.73%2026-03-312026-04-28

ACIO ETF SER SOLUTIONS47.5K shares-20.97%2026-03-312026-04-28

ABBV ABBVIE INC8.8K shares-0.33%2026-03-312026-04-28

VTI VANGUARD INDEX FDS5.9K shares-9.86%2026-03-312026-04-28

IWR ISHARES TR19.3K shares-2.89%2026-03-312026-04-28

Sponsored

HD HOME DEPOT INC5.7K shares0.51%2026-03-312026-04-28

CVX CHEVRON CORPORATION9.0K shares3.54%2026-03-312026-04-28

QQWZ PACER FDS TR69.2K sharesnew addition2026-03-312026-04-28

CBTJ CALAMOS ETF TR93.6K shares-40.55%2026-03-312026-04-28

BAC BANK AMERICA CORP36.0K shares3.92%2026-03-312026-04-28

MLPB UBS AG LONDON BRANCH60.0K shares2.05%2026-03-312026-04-28

MU MICRON TECHNOLOGY INC5.1K shares92.80%2026-03-312026-04-28

IBIT ISHARES BITCOIN TRUST ETF42.8K shares-0.89%2026-03-312026-04-28

Sponsored

ITOT ISHARES TR11.0K shares4.56%2026-03-312026-04-28

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW11.9K shares-0.77%2026-03-312026-04-28

IWM ISHARES TR6.3K shares-14.90%2026-03-312026-04-28

MERCK & CO INC MERCK & CO INC12.3K shares-0.70%2026-03-312026-04-28

IVV ISHARES TR2.1K shares0.23%2026-03-312026-04-28

PG PROCTER & GAMBLE CO9.4K shares3.72%2026-03-312026-04-28

ISHARES GOLD TR ISHARES GOLD TR14.3K shares26.55%2026-03-312026-04-28

IWY ISHARES TR5.0K shares-2.15%2026-03-312026-04-28

Sponsored

HCA HCA HEALTHCARE INC2.6K shares-19.63%2026-03-312026-04-28

UMAR INNOVATOR ETFS TRUST30.9K shares4.05%2026-03-312026-04-28

SPYD SPDR SERIES TRUST26.0K shares0.00%2026-03-312026-04-28

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D622 shares0.00%2026-03-312026-04-28

TJX TJX COS INC NEW7.1K shares26.04%2026-03-312026-04-28

TOTL SSGA ACTIVE ETF TR28.4K shares-3.93%2026-03-312026-04-28

SMMU PIMCO ETF TR21.8K shares-3.59%2026-03-312026-04-28

EFA ISHARES TR11.3K shares-4.09%2026-03-312026-04-28

Sponsored

SCHA SCHWAB STRATEGIC TR37.6K shares-0.27%2026-03-312026-04-28

ORCL ORACLE CORP7.4K shares-10.79%2026-03-312026-04-28

VRT VERTIV HOLDINGS CO4.3K shares28.16%2026-03-312026-04-28

GE AEROSPACE GE AEROSPACE3.8K shares29.22%2026-03-312026-04-28

KO COCA COLA CO13.7K shares-1.77%2026-03-312026-04-28

UJAN INNOVATOR ETFS TRUST24.4K shares16.78%2026-03-312026-04-28

JBBB JANUS DETROIT STR TR22.2K shares-52.10%2026-03-312026-04-28

MCD MCDONALDS CORP3.3K shares0.82%2026-03-312026-04-28

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP4.7K shares-2.10%2026-03-312026-04-28

VZ VERIZON COMMUNICATIONS INC20.1K shares-1.17%2026-03-312026-04-28

NSC NORFOLK SOUTHN CORP3.5K shares7.32%2026-03-312026-04-28

MA MASTERCARD INCORPORATED2.0K shares-1.32%2026-03-312026-04-28

BLACKROCK INC BLACKROCK INC1.0K shares7.64%2026-03-312026-04-28

IWD ISHARES TR4.6K shares0.00%2026-03-312026-04-28

VEU VANGUARD INTL EQUITY INDEX F13.0K shares-21.88%2026-03-312026-04-28

PRK PARK NATL CORP5.9K shares0.02%2026-03-312026-04-28

Sponsored

LOW LOWES COS INC4.1K shares-0.51%2026-03-312026-04-28

IQLT ISHARES TR20.4K shares1.14%2026-03-312026-04-28

DE DEERE & CO1.6K shares-1.66%2026-03-312026-04-28

MS MORGAN STANLEY5.4K shares2.38%2026-03-312026-04-28

NFLX NETFLIX INC.9.1K shares-0.35%2026-03-312026-04-28

SLI STANDARD LITHIUM LTD256.0K shares-16.34%2026-03-312026-04-28

BSV VANGUARD BD INDEX FDS11.1K shares-1.16%2026-03-312026-04-28

CSCO CISCO SYS INC11.2K shares0.69%2026-03-312026-04-28

Sponsored

CITIGROUP INC CITIGROUP INC7.5K shares3.15%2026-03-312026-04-28

SLDP SOLID POWER INC270.0K shares0.00%2026-03-312026-04-28

MSTR STRATEGY INC6.4K shares-1.44%2026-03-312026-04-28

MMM 3M CO5.4K shares1.66%2026-03-312026-04-28

BLACKSTONE INC BLACKSTONE INC6.8K shares2.66%2026-03-312026-04-28

TFC TRUIST FINL CORP16.7K shares6.05%2026-03-312026-04-28

PLTR PALANTIR TECHNOLOGIES INC5.2K shares9.26%2026-03-312026-04-28

PSX PHILLIPS 664.1K shares51.59%2026-03-312026-04-28

Sponsored

GEV GE VERNOVA INC850 shares15.80%2026-03-312026-04-28

SPYI NEOS ETF TRUST15.0K shares7.14%2026-03-312026-04-28

SCHF SCHWAB STRATEGIC TR29.8K shares0.00%2026-03-312026-04-28

SYK STRYKER CORPORATION2.2K shares29.63%2026-03-312026-04-28

FCX FREEPORT MCMORAN INC12.3K shares45.97%2026-03-312026-04-28

XLK SELECT SECTOR SPDR TR5.4K shares-7.67%2026-03-312026-04-28

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-28

RXO RXO INC49.0K shares389.68%2026-03-312026-04-28

Sponsored

AON PLC AON PLC2.2K shares39.81%2026-03-312026-04-28

FDX FEDEX CORP2.0K shares37.47%2026-03-312026-04-28

CAH CARDINAL HEALTH INC3.4K shares1.42%2026-03-312026-04-28

VB VANGUARD INDEX FDS2.7K shares0.00%2026-03-312026-04-28

WSM WILLIAMS SONOMA INC3.8K shares-0.78%2026-03-312026-04-28

QUAL ISHARES TR3.6K shares-2.94%2026-03-312026-04-28

INVESCO QQQ TR INVESCO QQQ TR1.2K shares-4.43%2026-03-312026-04-28

AXP AMERICAN EXPRESS CO2.2K shares1.86%2026-03-312026-04-28

Sponsored

TMO THERMO FISHER SCIENTIFIC INC1.4K shares7.77%2026-03-312026-04-28

CRWD CROWDSTRIKE HLDGS INC1.7K shares3.32%2026-03-312026-04-28

XLE SELECT SECTOR SPDR TR10.9K shares0.00%2026-03-312026-04-28

VCIT VANGUARD SCOTTSDALE FDS8.0K shares166.67%2026-03-312026-04-28

VEA VANGUARD TAX-MANAGED FDS10.0K shares16.89%2026-03-312026-04-28

PEP PEPSICO INC4.1K shares89.41%2026-03-312026-04-28

SO SOUTHERN CO6.6K shares-1.51%2026-03-312026-04-28

PANW PALO ALTO NETWORKS INC3.9K shares-1.80%2026-03-312026-04-28

Sponsored

CEF SPROTT ASSET MANAGEMENT LP13.1K shares-0.08%2026-03-312026-04-28

NKE NIKE INC11.6K shares39.57%2026-03-312026-04-28

WFC WELLS FARGO & CO7.7K shares5.28%2026-03-312026-04-28

LMT LOCKHEED MARTIN CORP989 shares29.62%2026-03-312026-04-28

BMY BRISTOL-MYERS SQUIBB CO9.7K sharesnew addition2026-03-312026-04-28

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.7K shares38.87%2026-03-312026-04-28

AMAT APPLIED MATLS INC1.7K shares52.89%2026-03-312026-04-28

BUFR FIRST TR EXCHNG TRADED FD VI17.0K shares0.00%2026-03-312026-04-28

Sponsored

GLW CORNING INC4.2K shares76.14%2026-03-312026-04-28

BITMINE IMMERSION TECNOLOGIE BITMINE IMMERSION TECNOLOGIE28.9K shares0.20%2026-03-312026-04-28

UNP UNION PAC CORP2.3K shares1.48%2026-03-312026-04-28

MSFU DIREXION SHARES ETF TRUST24.5K sharesnew addition2026-03-312026-04-28

HON HONEYWELL INTL INC2.5K shares43.31%2026-03-312026-04-28

SBUX STARBUCKS CORP6.1K shares6.15%2026-03-312026-04-28

DIS DISNEY WALT CO5.6K shares-4.10%2026-03-312026-04-28

DFUV DIMENSIONAL ETF TRUST11.1K shares0.00%2026-03-312026-04-28

Sponsored

JVAL J P MORGAN EXCHANGE TRADED F11.0K shares0.00%2026-03-312026-04-28

DG DOLLAR GEN CORP4.5K shares62.36%2026-03-312026-04-28

SPYV SPDR SERIES TRUST9.4K shares6.79%2026-03-312026-04-28

IWB ISHARES TR1.5K shares90.22%2026-03-312026-04-28

AMGN AMGEN INC1.5K shares68.67%2026-03-312026-04-28

DOW DOW HLDGS INC12.7K sharesnew addition2026-03-312026-04-28

UNH UNITEDHEALTH GROUP INC2.0K shares-0.10%2026-03-312026-04-28

UPS UNITED PARCEL SVCS INC5.4K shares-49.96%2026-03-312026-04-28

Sponsored

VUG VANGUARD INDEX FDS1.2K shares0.00%2026-03-312026-04-28

HYMB SPDR SERIES TRUST21.2K shares5.14%2026-03-312026-04-28

BAND BANDWIDTH INC29.1K shares0.00%2026-03-312026-04-28

ABFL ABACUS FCF ETF TR7.2K shares4.33%2026-03-312026-04-28

NEE NEXTERA ENERGY INC5.5K shares15.33%2026-03-312026-04-28

AEP AMERICAN ELEC PWR CO INC3.9K shares2.57%2026-03-312026-04-28

EIX EDISON INTL6.9K sharesnew addition2026-03-312026-04-28

PFE PFIZER INC17.7K shares7.18%2026-03-312026-04-28

Sponsored

MO ALTRIA GROUP INC7.5K shares-2.56%2026-03-312026-04-28

USRT ISHARES TR8.3K shares0.00%2026-03-312026-04-28

GMAY FIRST TR EXCHNG TRADED FD VI12.0K shares0.00%2026-03-312026-04-28

EMR EMERSON ELEC CO3.8K shares-2.60%2026-03-312026-04-28

HEI HEICO CORP NEW1.8K shares-3.36%2026-03-312026-04-28

TRV TRAVELERS COMPANIES INC1.6K shares133.10%2026-03-312026-04-28

POCT INNOVATOR ETFS TRUST11.0K shares8.07%2026-03-312026-04-28

BKNG BOOKING HOLDINGS INC113 sharesnew addition2026-03-312026-04-28

Sponsored

MLPX GLOBAL X FDS6.4K shares5.32%2026-03-312026-04-28

IXUS ISHARES TR5.4K shares5.84%2026-03-312026-04-28

ISRG INTUITIVE SURGICAL INC999 shares7.42%2026-03-312026-04-28

EVER EVERQUOTE INC29.5K shares-1.73%2026-03-312026-04-28

DVN DEVON ENERGY CORP NEW8.9K shares13.35%2026-03-312026-04-28

IWX ISHARES TR4.8K shares-4.00%2026-03-312026-04-28

AGG ISHARES TR4.5K shares-33.78%2026-03-312026-04-28

GILD GILEAD SCIENCES INC3.2K shares0.16%2026-03-312026-04-28

Sponsored

ASML ASML HLDG NV325 shares22.18%2026-03-312026-04-28

SPDW SPDR INDEX SHS FDS9.4K shares0.00%2026-03-312026-04-28

BOND PIMCO ETF TR4.6K shares10.55%2026-03-312026-04-28

UBER UBER TECHNOLOGIES INC5.8K shares11.17%2026-03-312026-04-28

BALT INNOVATOR ETFS TRUST12.5K shares0.00%2026-03-312026-04-28

GMAR FIRST TR EXCHNG TRADED FD VI10.0K shares0.00%2026-03-312026-04-28

SLB SLB LIMITED8.0K shares4.39%2026-03-312026-04-28

QYLD GLOBAL X FDS23.6K shares0.00%2026-03-312026-04-28

Sponsored

PM PHILIP MORRIS INTL INC2.4K shares3.89%2026-03-312026-04-28

FIX COMFORT SYS USA INC289 sharesnew addition2026-03-312026-04-28

KLAC KLA CORP265 shares-0.75%2026-03-312026-04-28

LINDE PLC LINDE PLC759 shares47.38%2026-03-312026-04-28

KMI KINDER MORGAN INC DEL11.1K sharesnew addition2026-03-312026-04-28

REGN REGENERON PHARMACEUTICALS480 sharesnew addition2026-03-312026-04-28

JQUA J P MORGAN EXCHANGE TRADED F6.0K shares0.00%2026-03-312026-04-28

CEG CONSTELLATION ENERGY CORP1.3K shares5.39%2026-03-312026-04-28

Sponsored

QNITY ELECTRONICS INC QNITY ELECTRONICS INC3.1K shares19.14%2026-03-312026-04-28

CB CHUBB LTD SWITZ1.1K shares26.34%2026-03-312026-04-28

VBK VANGUARD INDEX FDS1.2K shares0.00%2026-03-312026-04-28

VTV VANGUARD INDEX FDS1.8K shares0.00%2026-03-312026-04-28

AMZU DIREXION SHARES ETF TRUST13.0K shares30.00%2026-03-312026-04-28

CRWV COREWEAVE INC4.5K sharesnew addition2026-03-312026-04-28

PCG PG&E CORP19.7K sharesnew addition2026-03-312026-04-28

EYLD CAMBRIA ETF TR8.3K shares-6.89%2026-03-312026-04-28

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL863 sharesnew addition2026-03-312026-04-28

SHW SHERWIN WILLIAMS CO1.0K shares0.67%2026-03-312026-04-28

NPFI NUSHARES ETF TR13.0K sharesnew addition2026-03-312026-04-28

GRNY TIDAL TRUST I13.9K sharesnew addition2026-03-312026-04-28

GJUL FIRST TR EXCHNG TRADED FD VI8.0K shares0.00%2026-03-312026-04-28

BND VANGUARD BD INDEX FDS4.4K shares0.64%2026-03-312026-04-28

GIS GENERAL MILLS INC8.7K sharesnew addition2026-03-312026-04-28

FNB F N B CORP19.2K shares2.67%2026-03-312026-04-28

Sponsored

PJAN INNOVATOR ETFS TRUST6.9K shares4.55%2026-03-312026-04-28

DHR DANAHER CORP DEL1.7K sharesnew addition2026-03-312026-04-28

VST VISTRA CORP2.1K shares-8.70%2026-03-312026-04-28

MMC MARSH & MCLENNAN COS INC1.8K sharesnew addition2026-03-312026-04-28

FLQM FRANKLIN TEMPLETON ETF TR5.7K shares0.00%2026-03-312026-04-28

PREF PRINCIPAL EXCHANGE TRADED FD16.5K shares-26.67%2026-03-312026-04-28

MDY STATE STR SPDR S&P MIDCAP 40500 shares0.00%2026-03-312026-04-28

FFEB FIRST TR EXCHNG TRADED FD VI5.5K shares-2.22%2026-03-312026-04-28

Sponsored

WDC WESTERN DIGITAL CORP1.1K sharesnew addition2026-03-312026-04-28

T AT&T INC10.5K shares3.04%2026-03-312026-04-28

SCHD SCHWAB STRATEGIC TR9.9K shares11.38%2026-03-312026-04-28

SCHC SCHWAB STRATEGIC TR6.5K shares0.00%2026-03-312026-04-28

CRM SALESFORCE INC1.6K shares11.21%2026-03-312026-04-28

BSX BOSTON SCIENTIFIC CORP4.8K shares97.45%2026-03-312026-04-28

PKG PACKAGING CORP AMER1.4K shares0.43%2026-03-312026-04-28

GSLC GOLDMAN SACHS ETF TR2.4K shares0.00%2026-03-312026-04-28

Sponsored

NUE NUCOR CORP1.7K shares6.75%2026-03-312026-04-28

EEM ISHARES TR5.1K shares0.45%2026-03-312026-04-28

COF CAPITAL ONE FINL CORP1.6K sharesnew addition2026-03-312026-04-28

MKL MARKEL GROUP INC149 shares0.00%2026-03-312026-04-28

GM GENERAL MTRS CO3.8K sharesnew addition2026-03-312026-04-28

SPGI S&P GLOBAL INC657 sharesnew addition2026-03-312026-04-28

VOT VANGUARD INDEX FDS1.1K shares-1.81%2026-03-312026-04-28

ASTRAZENECA PLC ASTRAZENECA PLC1.4K sharesnew addition2026-03-312026-04-28

Sponsored

MAS MASCO CORP4.4K shares6.59%2026-03-312026-04-28

OXY OCCIDENTAL PETE CORP4.1K sharesnew addition2026-03-312026-04-28

TXN TEXAS INSTRS INC1.4K shares3.18%2026-03-312026-04-28

INTC INTEL CORP6.0K shares-34.97%2026-03-312026-04-28

EPD ENTERPRISE PRODS PARTNERS L7.0K shares-5.04%2026-03-312026-04-28

ITT INC ITT INC1.4K sharesnew addition2026-03-312026-04-28

COP CONOCOPHILLIPS2.0K sharesnew addition2026-03-312026-04-28

LQDA LIQUIDIA CORPORATION6.8K shares0.04%2026-03-312026-04-28

Sponsored

EOG EOG RES INC1.8K sharesnew addition2026-03-312026-04-28

APH AMPHENOL CORP2.0K sharesnew addition2026-03-312026-04-28

VRTX VERTEX PHARMACEUTICALS INC557 shares-4.62%2026-03-312026-04-28

JCI JOHNSON CONTROLS INTERNATION1.9K sharesnew addition2026-03-312026-04-28

FSEP FIRST TR EXCHNG TRADED FD VI4.9K sharesnew addition2026-03-312026-04-28

EXE EXPAND ENERGY CORPORATION2.2K sharesnew addition2026-03-312026-04-28

VMC VULCAN MATLS CO896 shares4.80%2026-03-312026-04-28

GSEP FIRST TR EXCHNG TRADED FD VI6.4K shares0.00%2026-03-312026-04-28

Sponsored

JBHT HUNT J B TRANS SVCS INC1.1K sharesnew addition2026-03-312026-04-28

VIK VIKING HOLDINGS LTD3.3K sharesnew addition2026-03-312026-04-28

NEM NEWMONT CORP2.2K sharesnew addition2026-03-312026-04-28

TT TRANE TECHNOLOGIES PLC561 shares0.54%2026-03-312026-04-28

ABNB AIRBNB INC1.9K sharesnew addition2026-03-312026-04-28

BURL BURLINGTON STORES INC713 sharesnew addition2026-03-312026-04-28

IJJ ISHARES TR1.8K shares0.00%2026-03-312026-04-28

FTI TECHNIPFMC PLC3.3K sharesnew addition2026-03-312026-04-28

Sponsored

CME CME GROUP INC779 shares-22.26%2026-03-312026-04-28

VBR VANGUARD INDEX FDS1.1K sharesnew addition2026-03-312026-04-28

ABT ABBOTT LABORATORIES2.2K shares15.72%2026-03-312026-04-28

ADBE ADOBE INC928 sharesnew addition2026-03-312026-04-28

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.9K shares0.00%2026-03-312026-04-28

JEPI J P MORGAN EXCHANGE TRADED F4.0K shares0.00%2026-03-312026-04-28

TSN TYSON FOODS INC3.5K sharesnew addition2026-03-312026-04-28

DFAS DIMENSIONAL ETF TRUST3.1K shares0.00%2026-03-312026-04-28

Sponsored

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.1K sharesnew addition2026-03-312026-04-28

PKST PEAKSTONE REALTY TRUST10.6K shares0.00%2026-03-312026-04-28

TSM TAIWAN SEMICONDUCTOR MANUFAC653 sharesnew addition2026-03-312026-04-28

VYM VANGUARD WHITEHALL FDS1.5K shares0.00%2026-03-312026-04-28

RF REGIONS FINANCIAL CORP NEW8.3K sharesnew addition2026-03-312026-04-28

MPC MARATHON PETE CORP889 sharesnew addition2026-03-312026-04-28

DAL DELTA AIR LINES INC3.2K sharesnew addition2026-03-312026-04-28

XBIL RBB FD INC4.3K sharesnew addition2026-03-312026-04-28

Sponsored

THE CIGNA GROUP THE CIGNA GROUP806 sharesnew addition2026-03-312026-04-28

MCK MCKESSON CORP247 sharesnew addition2026-03-312026-04-28

CNC CENTENE CORP DEL6.5K sharesnew addition2026-03-312026-04-28

LHX L3HARRIS TECHNOLOGIES INC613 sharesnew addition2026-03-312026-04-28

NOC NORTHROP GRUMMAN CORP310 sharesnew addition2026-03-312026-04-28

UNILEVER PLC UNILEVER PLC3.7K shares0.00%2026-03-312026-04-28

IGSB ISHARES TR3.9K shares-4.84%2026-03-312026-04-28

CVS CVS HEALTH CORP2.8K sharesnew addition2026-03-312026-04-28

Sponsored

NBIX NEUROCRINE BIOSCIENCES INC1.5K sharesnew addition2026-03-312026-04-28

DFAC DIMENSIONAL ETF TRUST5.2K shares0.00%2026-03-312026-04-28

EME EMCOR GROUP INC271 sharesnew addition2026-03-312026-04-28

EXG EATON VANCE TAX-MANAGED GLOB19.1K shares0.00%2026-03-312026-04-28

RUN SUNRUN INC12.1K shares-2.08%2026-03-312026-04-28

VLY VALLEY NATL BANCORP13.0K sharesnew addition2026-03-312026-04-28

UNHG THEMES ETF TR15.5K sharesnew addition2026-03-312026-04-28

DNUT KRISPY KREME INC46.0K shares0.04%2026-03-312026-04-28

Sponsored

FTRE FORTREA HLDGS INC15.8K shares0.20%2026-03-312026-04-28

GCV GABELLI CONV & INC SECS FD I23.2K shares-26.82%2026-03-312026-04-28

FLYX FLYEXCLUSIVE INC28.2K shares0.00%2026-03-312026-04-28

SPY

STATE STR SPDR S&P 500 ETF T

1.94%

Shares217.8K

Event2026-03-31

Filed2026-04-28

BIL

SPDR SERIES TRUST

20.09%

Shares1.3M

Event2026-03-31

Filed2026-04-28

IJH

ISHARES TR

4.77%

Shares908.8K

Event2026-03-31

Filed2026-04-28

GLDM

WORLD GOLD TR

-0.40%

Shares510.9K

Event2026-03-31

Filed2026-04-28

IEMG

ISHARES INC

2.63%

Shares656.1K

Event2026-03-31

Filed2026-04-28

DIVO

AMPLIFY ETF TR

4.27%

Shares981.8K

Event2026-03-31

Filed2026-04-28

ISTB

ISHARES TR

7.78%

Shares834.7K

Event2026-03-31

Filed2026-04-28

DFNM

DIMENSIONAL ETF TRUST

4.62%

Shares739.7K

Event2026-03-31

Filed2026-04-28

UITB

VICTORY PORTFOLIOS II

8.80%

Shares720.9K

Event2026-03-31

Filed2026-04-28

IJR

ISHARES TR

3.17%

Shares264.7K

Event2026-03-31

Filed2026-04-28

IEFA

ISHARES TR

1.75%

Shares312.9K

Event2026-03-31

Filed2026-04-28

IEI

ISHARES TR

7.49%

Shares237.5K

Event2026-03-31

Filed2026-04-28

IDEV

ISHARES TR

5.68%

Shares301.0K

Event2026-03-31

Filed2026-04-28

MUNI

PIMCO ETF TR

4.44%

Shares475.8K

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC

-8.08%

Shares94.3K

Event2026-03-31

Filed2026-04-28

SHY

ISHARES TR

6.78%

Shares207.1K

Event2026-03-31

Filed2026-04-28

NVDA

NVIDIA CORPORATION

0.23%

Shares92.6K

Event2026-03-31

Filed2026-04-28

PTLC

PACER FDS TR

0.51%

Shares307.5K

Event2026-03-31

Filed2026-04-28

HYG

ISHARES TR

3689.97%

Shares176.8K

Event2026-03-31

Filed2026-04-28

QQQI

NEOS ETF TRUST

9.87%

Shares276.4K

Event2026-03-31

Filed2026-04-28

GBIL

GOLDMAN SACHS ETF TR

25.74%

Shares133.7K

Event2026-03-31

Filed2026-04-28

SUB

ISHARES TR

29.29%

Shares118.5K

Event2026-03-31

Filed2026-04-28

MODL

VICTORY PORTFOLIOS II

9.90%

Shares258.0K

Event2026-03-31

Filed2026-04-28

CARY

ANGEL OAK FUNDS TRUST

3.95%

Shares540.6K

Event2026-03-31

Filed2026-04-28

TBIL

RBB FD INC

48.43%

Shares224.9K

Event2026-03-31

Filed2026-04-28

JCPB

J P MORGAN EXCHANGE TRADED F

New

Shares229.0K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

5.40%

Shares27.5K

Event2026-03-31

Filed2026-04-28

PSEP

INNOVATOR ETFS TRUST

4.50%

Shares229.3K

Event2026-03-31

Filed2026-04-28

KJAN

INNOVATOR ETFS TRUST

2.78%

Shares221.5K

Event2026-03-31

Filed2026-04-28

EMXC

ISHARES INC

4.27%

Shares106.2K

Event2026-03-31

Filed2026-04-28

FAUG

FIRST TR EXCHNG TRADED FD VI

-1.27%

Shares160.5K

Event2026-03-31

Filed2026-04-28

PTMC

PACER FDS TR

4.21%

Shares224.9K

Event2026-03-31

Filed2026-04-28

PTIN

PACER FDS TR

2.38%

Shares252.6K

Event2026-03-31

Filed2026-04-28

MLPA

GLOBAL X FDS

6.13%

Shares146.3K

Event2026-03-31

Filed2026-04-28

SCHX

SCHWAB STRATEGIC TR

3.44%

Shares298.8K

Event2026-03-31

Filed2026-04-28

HGER

HARBOR ETF TRUST

12.16%

Shares238.3K

Event2026-03-31

Filed2026-04-28

PDEC

INNOVATOR ETFS TRUST

29.49%

Shares168.6K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-3.19%

Shares24.1K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

1.65%

Shares33.2K

Event2026-03-31

Filed2026-04-28

PJUL

INNOVATOR ETFS TRUST

-2.02%

Shares148.4K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

0.81%

Shares22.6K

Event2026-03-31

Filed2026-04-28

BERKSHIRE HATHAWAY INC DEL

-2.19%

Shares13.2K

Event2026-03-31

Filed2026-04-28

RUNN

STRATEGIC TRUST

-8.59%

Shares196.1K

Event2026-03-31

Filed2026-04-28

TDVG

T ROWE PRICE ETF INC

-5.08%

Shares140.3K

Event2026-03-31

Filed2026-04-28

CALAMOS ETF TR

44.30%

Shares317.0K

Event2026-03-31

Filed2026-04-28

LABCORP HOLDINGS INC

-20.30%

Shares23.4K

Event2026-03-31

Filed2026-04-28

JEPQ

J P MORGAN EXCHANGE TRADED F

-7.03%

Shares107.9K

Event2026-03-31

Filed2026-04-28

THIR

THOR FINL TECHNOLOGIES TR

30.92%

Shares184.9K

Event2026-03-31

Filed2026-04-28

BROADCOM INC

3.12%

Shares17.5K

Event2026-03-31

Filed2026-04-28

META

META PLATFORMS INC

-1.00%

Shares9.4K

Event2026-03-31

Filed2026-04-28

JPEF

J P MORGAN EXCHANGE TRADED F

-1.23%

Shares74.6K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

1.69%

Shares8.5K

Event2026-03-31

Filed2026-04-28

UAUG

INNOVATOR ETFS TRUST

-1.64%

Shares127.2K

Event2026-03-31

Filed2026-04-28

FJUL

FIRST TR EXCHNG TRADED FD VI

-2.89%

Shares91.4K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

0.72%

Shares17.0K

Event2026-03-31

Filed2026-04-28

TOWN

TOWNEBANK PORTSMOUTH VA

New

Shares144.1K

Event2026-03-31

Filed2026-04-28

PTNQ

PACER FDS TR

1.31%

Shares65.9K

Event2026-03-31

Filed2026-04-28

EOCT

INNOVATOR ETFS TRUST

0.94%

Shares148.7K

Event2026-03-31

Filed2026-04-28

TSLA

TESLA INC

-1.72%

Shares12.7K

Event2026-03-31

Filed2026-04-28

GLD

SPDR GOLD TR

-2.86%

Shares10.3K

Event2026-03-31

Filed2026-04-28

VNQ

VANGUARD INDEX FDS

5.46%

Shares49.6K

Event2026-03-31

Filed2026-04-28

EJAN

INNOVATOR ETFS TRUST

7.06%

Shares129.2K

Event2026-03-31

Filed2026-04-28

FNOV

FIRST TR EXCHNG TRADED FD VI

11.72%

Shares79.3K

Event2026-03-31

Filed2026-04-28

JPM

JPMORGAN CHASE & CO

-0.29%

Shares13.5K

Event2026-03-31

Filed2026-04-28

SPYG

SPDR SERIES TRUST

-3.35%

Shares39.4K

Event2026-03-31

Filed2026-04-28

FMHI

FIRST TR EXCH TRADED FD III

5.43%

Shares78.5K

Event2026-03-31

Filed2026-04-28

MIAX

MIAMI INTL HLDGS INC

New

Shares87.0K

Event2026-03-31

Filed2026-04-28

XOM

EXXON MOBIL CORP

2.15%

Shares17.6K

Event2026-03-31

Filed2026-04-28

IWF

ISHARES TR

-7.81%

Shares7.0K

Event2026-03-31

Filed2026-04-28

PYLD

PIMCO ETF TR

-63.63%

Shares109.9K

Event2026-03-31

Filed2026-04-28

UDEC

INNOVATOR ETFS TRUST

21.27%

Shares71.6K

Event2026-03-31

Filed2026-04-28

VWO

VANGUARD INTL EQUITY INDEX F

4.00%

Shares50.7K

Event2026-03-31

Filed2026-04-28

JNJ

JOHNSON & JOHNSON

-2.22%

Shares10.7K

Event2026-03-31

Filed2026-04-28

COST

COSTCO WHOLESALE CORPORATION

13.17%

Shares2.6K

Event2026-03-31

Filed2026-04-28

WMT

WALMART INC

-0.33%

Shares18.9K

Event2026-03-31

Filed2026-04-28

VGT

VANGUARD WORLD FD

-0.50%

Shares3.2K

Event2026-03-31

Filed2026-04-28

LLY

ELI LILLY & CO

6.37%

Shares2.4K

Event2026-03-31

Filed2026-04-28

CAT

CATERPILLAR INC

-4.65%

Shares3.1K

Event2026-03-31

Filed2026-04-28

RTX

RTX CORPORATION

-2.63%

Shares11.3K

Event2026-03-31

Filed2026-04-28

VISA INC

-1.44%

Shares7.2K

Event2026-03-31

Filed2026-04-28

GOLDMAN SACHS GROUP INC

-1.33%

Shares2.5K

Event2026-03-31

Filed2026-04-28

IBM

INTERNATIONAL BUSINESS MACHS

4.50%

Shares8.6K

Event2026-03-31

Filed2026-04-28

JTEK

J P MORGAN EXCHANGE TRADED F

-18.24%

Shares26.1K

Event2026-03-31

Filed2026-04-28

AMD

ADVANCED MICRO DEVICES INC

0.73%

Shares10.0K

Event2026-03-31

Filed2026-04-28

ACIO

ETF SER SOLUTIONS

-20.97%

Shares47.5K

Event2026-03-31

Filed2026-04-28

ABBV

ABBVIE INC

-0.33%

Shares8.8K

Event2026-03-31

Filed2026-04-28

VTI

VANGUARD INDEX FDS

-9.86%

Shares5.9K

Event2026-03-31

Filed2026-04-28

IWR

ISHARES TR

-2.89%

Shares19.3K

Event2026-03-31

Filed2026-04-28

HOME DEPOT INC

0.51%

Shares5.7K

Event2026-03-31

Filed2026-04-28

CVX

CHEVRON CORPORATION

3.54%

Shares9.0K

Event2026-03-31

Filed2026-04-28

QQWZ

PACER FDS TR

New

Shares69.2K

Event2026-03-31

Filed2026-04-28

CBTJ

CALAMOS ETF TR

-40.55%

Shares93.6K

Event2026-03-31

Filed2026-04-28

BAC

BANK AMERICA CORP

3.92%

Shares36.0K

Event2026-03-31

Filed2026-04-28

MLPB

UBS AG LONDON BRANCH

2.05%

Shares60.0K

Event2026-03-31

Filed2026-04-28

MICRON TECHNOLOGY INC

92.80%

Shares5.1K

Event2026-03-31

Filed2026-04-28

IBIT

ISHARES BITCOIN TRUST ETF

-0.89%

Shares42.8K

Event2026-03-31

Filed2026-04-28

ITOT

ISHARES TR

4.56%

Shares11.0K

Event2026-03-31

Filed2026-04-28

DUKE ENERGY CORP NEW

-0.77%

Shares11.9K

Event2026-03-31

Filed2026-04-28

IWM

ISHARES TR

-14.90%

Shares6.3K

Event2026-03-31

Filed2026-04-28

MERCK & CO INC

-0.70%

Shares12.3K

Event2026-03-31

Filed2026-04-28

IVV

ISHARES TR

0.23%

Shares2.1K

Event2026-03-31

Filed2026-04-28

PROCTER & GAMBLE CO

3.72%

Shares9.4K

Event2026-03-31

Filed2026-04-28

ISHARES GOLD TR

26.55%

Shares14.3K

Event2026-03-31

Filed2026-04-28

IWY

ISHARES TR

-2.15%

Shares5.0K

Event2026-03-31

Filed2026-04-28

HCA

HCA HEALTHCARE INC

-19.63%

Shares2.6K

Event2026-03-31

Filed2026-04-28

UMAR

INNOVATOR ETFS TRUST

4.05%

Shares30.9K

Event2026-03-31

Filed2026-04-28

SPYD

SPDR SERIES TRUST

0.00%

Shares26.0K

Event2026-03-31

Filed2026-04-28

FIRST CTZNS BANCSHARES INC D

0.00%

Shares622

Event2026-03-31

Filed2026-04-28

TJX

TJX COS INC NEW

26.04%

Shares7.1K

Event2026-03-31

Filed2026-04-28

TOTL

SSGA ACTIVE ETF TR

-3.93%

Shares28.4K

Event2026-03-31

Filed2026-04-28

SMMU

PIMCO ETF TR

-3.59%

Shares21.8K

Event2026-03-31

Filed2026-04-28

EFA

ISHARES TR

-4.09%

Shares11.3K

Event2026-03-31

Filed2026-04-28

SCHA

SCHWAB STRATEGIC TR

-0.27%

Shares37.6K

Event2026-03-31

Filed2026-04-28

ORCL

ORACLE CORP

-10.79%

Shares7.4K

Event2026-03-31

Filed2026-04-28

VRT

VERTIV HOLDINGS CO

28.16%

Shares4.3K

Event2026-03-31

Filed2026-04-28

GE AEROSPACE

29.22%

Shares3.8K

Event2026-03-31

Filed2026-04-28

COCA COLA CO

-1.77%

Shares13.7K

Event2026-03-31

Filed2026-04-28

UJAN

INNOVATOR ETFS TRUST

16.78%

Shares24.4K

Event2026-03-31

Filed2026-04-28

JBBB

JANUS DETROIT STR TR

-52.10%

Shares22.2K

Event2026-03-31

Filed2026-04-28

MCD

MCDONALDS CORP

0.82%

Shares3.3K

Event2026-03-31

Filed2026-04-28

LAM RESEARCH CORP

-2.10%

Shares4.7K

Event2026-03-31

Filed2026-04-28

VERIZON COMMUNICATIONS INC

-1.17%

Shares20.1K

Event2026-03-31

Filed2026-04-28

NSC

NORFOLK SOUTHN CORP

7.32%

Shares3.5K

Event2026-03-31

Filed2026-04-28

MASTERCARD INCORPORATED

-1.32%

Shares2.0K

Event2026-03-31

Filed2026-04-28

BLACKROCK INC

7.64%

Shares1.0K

Event2026-03-31

Filed2026-04-28

IWD

ISHARES TR

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-28

VEU

VANGUARD INTL EQUITY INDEX F

-21.88%

Shares13.0K

Event2026-03-31

Filed2026-04-28

PRK

PARK NATL CORP

0.02%

Shares5.9K

Event2026-03-31

Filed2026-04-28

LOW

LOWES COS INC

-0.51%

Shares4.1K

Event2026-03-31

Filed2026-04-28

IQLT

ISHARES TR

1.14%

Shares20.4K

Event2026-03-31

Filed2026-04-28

DEERE & CO

-1.66%

Shares1.6K

Event2026-03-31

Filed2026-04-28

MORGAN STANLEY

2.38%

Shares5.4K

Event2026-03-31

Filed2026-04-28

NFLX

NETFLIX INC.

-0.35%

Shares9.1K

Event2026-03-31

Filed2026-04-28

SLI

STANDARD LITHIUM LTD

-16.34%

Shares256.0K

Event2026-03-31

Filed2026-04-28

BSV

VANGUARD BD INDEX FDS

-1.16%

Shares11.1K

Event2026-03-31

Filed2026-04-28

CSCO

CISCO SYS INC

0.69%

Shares11.2K

Event2026-03-31

Filed2026-04-28

CITIGROUP INC

3.15%

Shares7.5K

Event2026-03-31

Filed2026-04-28

SLDP

SOLID POWER INC

0.00%

Shares270.0K

Event2026-03-31

Filed2026-04-28

MSTR

STRATEGY INC

-1.44%

Shares6.4K

Event2026-03-31

Filed2026-04-28

MMM

3M CO

1.66%

Shares5.4K

Event2026-03-31

Filed2026-04-28

BLACKSTONE INC

2.66%

Shares6.8K

Event2026-03-31

Filed2026-04-28

TFC

TRUIST FINL CORP

6.05%

Shares16.7K

Event2026-03-31

Filed2026-04-28

PLTR

PALANTIR TECHNOLOGIES INC

9.26%

Shares5.2K

Event2026-03-31

Filed2026-04-28

PSX

PHILLIPS 66

51.59%

Shares4.1K

Event2026-03-31

Filed2026-04-28

GEV

GE VERNOVA INC

15.80%

Shares850

Event2026-03-31

Filed2026-04-28

SPYI

NEOS ETF TRUST

7.14%

Shares15.0K

Event2026-03-31

Filed2026-04-28

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares29.8K

Event2026-03-31

Filed2026-04-28

SYK

STRYKER CORPORATION

29.63%

Shares2.2K

Event2026-03-31

Filed2026-04-28

FCX

FREEPORT MCMORAN INC

45.97%

Shares12.3K

Event2026-03-31

Filed2026-04-28

XLK

SELECT SECTOR SPDR TR

-7.67%

Shares5.4K

Event2026-03-31

Filed2026-04-28

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-28

RXO

RXO INC

389.68%

Shares49.0K

Event2026-03-31

Filed2026-04-28

AON PLC

39.81%

Shares2.2K

Event2026-03-31

Filed2026-04-28

FDX

FEDEX CORP

37.47%

Shares2.0K

Event2026-03-31

Filed2026-04-28

CAH

CARDINAL HEALTH INC

1.42%

Shares3.4K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-28

WSM

WILLIAMS SONOMA INC

-0.78%

Shares3.8K

Event2026-03-31

Filed2026-04-28

QUAL

ISHARES TR

-2.94%

Shares3.6K

Event2026-03-31

Filed2026-04-28

INVESCO QQQ TR

-4.43%

Shares1.2K

Event2026-03-31

Filed2026-04-28

AXP

AMERICAN EXPRESS CO

1.86%

Shares2.2K

Event2026-03-31

Filed2026-04-28

TMO

THERMO FISHER SCIENTIFIC INC

7.77%

Shares1.4K

Event2026-03-31

Filed2026-04-28

CRWD

CROWDSTRIKE HLDGS INC

3.32%

Shares1.7K

Event2026-03-31

Filed2026-04-28

XLE

SELECT SECTOR SPDR TR

0.00%

Shares10.9K

Event2026-03-31

Filed2026-04-28

VCIT

VANGUARD SCOTTSDALE FDS

166.67%

Shares8.0K

Event2026-03-31

Filed2026-04-28

VEA

VANGUARD TAX-MANAGED FDS

16.89%

Shares10.0K

Event2026-03-31

Filed2026-04-28

PEP

PEPSICO INC

89.41%

Shares4.1K

Event2026-03-31

Filed2026-04-28

SOUTHERN CO

-1.51%

Shares6.6K

Event2026-03-31

Filed2026-04-28

PANW

PALO ALTO NETWORKS INC

-1.80%

Shares3.9K

Event2026-03-31

Filed2026-04-28

CEF

SPROTT ASSET MANAGEMENT LP

-0.08%

Shares13.1K

Event2026-03-31

Filed2026-04-28

NKE

NIKE INC

39.57%

Shares11.6K

Event2026-03-31

Filed2026-04-28

WFC

WELLS FARGO & CO

5.28%

Shares7.7K

Event2026-03-31

Filed2026-04-28

LMT

LOCKHEED MARTIN CORP

29.62%

Shares989

Event2026-03-31

Filed2026-04-28

BMY

BRISTOL-MYERS SQUIBB CO

New

Shares9.7K

Event2026-03-31

Filed2026-04-28

GENERAL DYNAMICS CORP

38.87%

Shares1.7K

Event2026-03-31

Filed2026-04-28

AMAT

APPLIED MATLS INC

52.89%

Shares1.7K

Event2026-03-31

Filed2026-04-28

BUFR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares17.0K

Event2026-03-31

Filed2026-04-28

GLW

CORNING INC

76.14%

Shares4.2K

Event2026-03-31

Filed2026-04-28

BITMINE IMMERSION TECNOLOGIE

0.20%

Shares28.9K

Event2026-03-31

Filed2026-04-28

UNP

UNION PAC CORP

1.48%

Shares2.3K

Event2026-03-31

Filed2026-04-28

MSFU

DIREXION SHARES ETF TRUST

New

Shares24.5K

Event2026-03-31

Filed2026-04-28

HON

HONEYWELL INTL INC

43.31%

Shares2.5K

Event2026-03-31

Filed2026-04-28

SBUX

STARBUCKS CORP

6.15%

Shares6.1K

Event2026-03-31

Filed2026-04-28

DIS

DISNEY WALT CO

-4.10%

Shares5.6K

Event2026-03-31

Filed2026-04-28

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares11.1K

Event2026-03-31

Filed2026-04-28

JVAL

J P MORGAN EXCHANGE TRADED F

0.00%

Shares11.0K

Event2026-03-31

Filed2026-04-28

DOLLAR GEN CORP

62.36%

Shares4.5K

Event2026-03-31

Filed2026-04-28

SPYV

SPDR SERIES TRUST

6.79%

Shares9.4K

Event2026-03-31

Filed2026-04-28

IWB

ISHARES TR

90.22%

Shares1.5K

Event2026-03-31

Filed2026-04-28

AMGN

AMGEN INC

68.67%

Shares1.5K

Event2026-03-31

Filed2026-04-28

DOW

DOW HLDGS INC

New

Shares12.7K

Event2026-03-31

Filed2026-04-28

UNH

UNITEDHEALTH GROUP INC

-0.10%

Shares2.0K

Event2026-03-31

Filed2026-04-28

UPS

UNITED PARCEL SVCS INC

-49.96%

Shares5.4K

Event2026-03-31

Filed2026-04-28

VUG

VANGUARD INDEX FDS

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-28

HYMB

SPDR SERIES TRUST

5.14%

Shares21.2K

Event2026-03-31

Filed2026-04-28

BAND

BANDWIDTH INC

0.00%

Shares29.1K

Event2026-03-31

Filed2026-04-28

ABFL

ABACUS FCF ETF TR

4.33%

Shares7.2K

Event2026-03-31

Filed2026-04-28

NEE

NEXTERA ENERGY INC

15.33%

Shares5.5K

Event2026-03-31

Filed2026-04-28

AEP

AMERICAN ELEC PWR CO INC

2.57%

Shares3.9K

Event2026-03-31

Filed2026-04-28

EIX

EDISON INTL

New

Shares6.9K

Event2026-03-31

Filed2026-04-28

PFE

PFIZER INC

7.18%

Shares17.7K

Event2026-03-31

Filed2026-04-28

ALTRIA GROUP INC

-2.56%

Shares7.5K

Event2026-03-31

Filed2026-04-28

USRT

ISHARES TR

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-28

GMAY

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares12.0K

Event2026-03-31

Filed2026-04-28

EMR

EMERSON ELEC CO

-2.60%

Shares3.8K

Event2026-03-31

Filed2026-04-28

HEI

HEICO CORP NEW

-3.36%

Shares1.8K

Event2026-03-31

Filed2026-04-28

TRV

TRAVELERS COMPANIES INC

133.10%

Shares1.6K

Event2026-03-31

Filed2026-04-28

POCT

INNOVATOR ETFS TRUST

8.07%

Shares11.0K

Event2026-03-31

Filed2026-04-28

BKNG

BOOKING HOLDINGS INC

New

Shares113

Event2026-03-31

Filed2026-04-28

MLPX

GLOBAL X FDS

5.32%

Shares6.4K

Event2026-03-31

Filed2026-04-28

IXUS

ISHARES TR

5.84%

Shares5.4K

Event2026-03-31

Filed2026-04-28

ISRG

INTUITIVE SURGICAL INC

7.42%

Shares999

Event2026-03-31

Filed2026-04-28

EVER

EVERQUOTE INC

-1.73%

Shares29.5K

Event2026-03-31

Filed2026-04-28

DVN

DEVON ENERGY CORP NEW

13.35%

Shares8.9K

Event2026-03-31

Filed2026-04-28

IWX

ISHARES TR

-4.00%

Shares4.8K

Event2026-03-31

Filed2026-04-28

AGG

ISHARES TR

-33.78%

Shares4.5K

Event2026-03-31

Filed2026-04-28

GILD

GILEAD SCIENCES INC

0.16%

Shares3.2K

Event2026-03-31

Filed2026-04-28

ASML

ASML HLDG NV

22.18%

Shares325

Event2026-03-31

Filed2026-04-28

SPDW

SPDR INDEX SHS FDS

0.00%

Shares9.4K

Event2026-03-31

Filed2026-04-28

BOND

PIMCO ETF TR

10.55%

Shares4.6K

Event2026-03-31

Filed2026-04-28

UBER

UBER TECHNOLOGIES INC

11.17%

Shares5.8K

Event2026-03-31

Filed2026-04-28

BALT

INNOVATOR ETFS TRUST

0.00%

Shares12.5K

Event2026-03-31

Filed2026-04-28

GMAR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-28

SLB

SLB LIMITED

4.39%

Shares8.0K

Event2026-03-31

Filed2026-04-28

QYLD

GLOBAL X FDS

0.00%

Shares23.6K

Event2026-03-31

Filed2026-04-28

PHILIP MORRIS INTL INC

3.89%

Shares2.4K

Event2026-03-31

Filed2026-04-28

FIX

COMFORT SYS USA INC

New

Shares289

Event2026-03-31

Filed2026-04-28

KLAC

KLA CORP

-0.75%

Shares265

Event2026-03-31

Filed2026-04-28

LINDE PLC

47.38%

Shares759

Event2026-03-31

Filed2026-04-28

KMI

KINDER MORGAN INC DEL

New

Shares11.1K

Event2026-03-31

Filed2026-04-28

REGN

REGENERON PHARMACEUTICALS

New

Shares480

Event2026-03-31

Filed2026-04-28

JQUA

J P MORGAN EXCHANGE TRADED F

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-28

CEG

CONSTELLATION ENERGY CORP

5.39%

Shares1.3K

Event2026-03-31

Filed2026-04-28

QNITY ELECTRONICS INC

19.14%

Shares3.1K

Event2026-03-31

Filed2026-04-28

CHUBB LTD SWITZ

26.34%

Shares1.1K

Event2026-03-31

Filed2026-04-28

VBK

VANGUARD INDEX FDS

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-28

VTV

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-28

AMZU

DIREXION SHARES ETF TRUST

30.00%

Shares13.0K

Event2026-03-31

Filed2026-04-28

CRWV

COREWEAVE INC

New

Shares4.5K

Event2026-03-31

Filed2026-04-28

PCG

PG&E CORP

New

Shares19.7K

Event2026-03-31

Filed2026-04-28

EYLD

CAMBRIA ETF TR

-6.89%

Shares8.3K

Event2026-03-31

Filed2026-04-28

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares863

Event2026-03-31

Filed2026-04-28

SHW

SHERWIN WILLIAMS CO

0.67%

Shares1.0K

Event2026-03-31

Filed2026-04-28

NPFI

NUSHARES ETF TR

New

Shares13.0K

Event2026-03-31

Filed2026-04-28

GRNY

TIDAL TRUST I

New

Shares13.9K

Event2026-03-31

Filed2026-04-28

GJUL

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-28

BND

VANGUARD BD INDEX FDS

0.64%

Shares4.4K

Event2026-03-31

Filed2026-04-28

GIS

GENERAL MILLS INC

New

Shares8.7K

Event2026-03-31

Filed2026-04-28

FNB

F N B CORP

2.67%

Shares19.2K

Event2026-03-31

Filed2026-04-28

PJAN

INNOVATOR ETFS TRUST

4.55%

Shares6.9K

Event2026-03-31

Filed2026-04-28

DHR

DANAHER CORP DEL

New

Shares1.7K

Event2026-03-31

Filed2026-04-28

VST

VISTRA CORP

-8.70%

Shares2.1K

Event2026-03-31

Filed2026-04-28

MMC

MARSH & MCLENNAN COS INC

New

Shares1.8K

Event2026-03-31

Filed2026-04-28

FLQM

FRANKLIN TEMPLETON ETF TR

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-28

PREF

PRINCIPAL EXCHANGE TRADED FD

-26.67%

Shares16.5K

Event2026-03-31

Filed2026-04-28

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares500

Event2026-03-31

Filed2026-04-28

FFEB

FIRST TR EXCHNG TRADED FD VI

-2.22%

Shares5.5K

Event2026-03-31

Filed2026-04-28

WDC

WESTERN DIGITAL CORP

New

Shares1.1K

Event2026-03-31

Filed2026-04-28

AT&T INC

3.04%

Shares10.5K

Event2026-03-31

Filed2026-04-28

SCHD

SCHWAB STRATEGIC TR

11.38%

Shares9.9K

Event2026-03-31

Filed2026-04-28

SCHC

SCHWAB STRATEGIC TR

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-28

CRM

SALESFORCE INC

11.21%

Shares1.6K

Event2026-03-31

Filed2026-04-28

BSX

BOSTON SCIENTIFIC CORP

97.45%

Shares4.8K

Event2026-03-31

Filed2026-04-28

PKG

PACKAGING CORP AMER

0.43%

Shares1.4K

Event2026-03-31

Filed2026-04-28

GSLC

GOLDMAN SACHS ETF TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-28

NUE

NUCOR CORP

6.75%

Shares1.7K

Event2026-03-31

Filed2026-04-28

EEM

ISHARES TR

0.45%

Shares5.1K

Event2026-03-31

Filed2026-04-28

COF

CAPITAL ONE FINL CORP

New

Shares1.6K

Event2026-03-31

Filed2026-04-28

MKL

MARKEL GROUP INC

0.00%

Shares149

Event2026-03-31

Filed2026-04-28

GENERAL MTRS CO

New

Shares3.8K

Event2026-03-31

Filed2026-04-28

SPGI

S&P GLOBAL INC

New

Shares657

Event2026-03-31

Filed2026-04-28

VOT

VANGUARD INDEX FDS

-1.81%

Shares1.1K

Event2026-03-31

Filed2026-04-28

ASTRAZENECA PLC

New

Shares1.4K

Event2026-03-31

Filed2026-04-28

MAS

MASCO CORP

6.59%

Shares4.4K

Event2026-03-31

Filed2026-04-28

OXY

OCCIDENTAL PETE CORP

New

Shares4.1K

Event2026-03-31

Filed2026-04-28

TXN

TEXAS INSTRS INC

3.18%

Shares1.4K

Event2026-03-31

Filed2026-04-28

INTC

INTEL CORP

-34.97%

Shares6.0K

Event2026-03-31

Filed2026-04-28

EPD

ENTERPRISE PRODS PARTNERS L

-5.04%

Shares7.0K

Event2026-03-31

Filed2026-04-28

ITT INC

New

Shares1.4K

Event2026-03-31

Filed2026-04-28

COP

CONOCOPHILLIPS

New

Shares2.0K

Event2026-03-31

Filed2026-04-28

LQDA

LIQUIDIA CORPORATION

0.04%

Shares6.8K

Event2026-03-31

Filed2026-04-28

EOG

EOG RES INC

New

Shares1.8K

Event2026-03-31

Filed2026-04-28

APH

AMPHENOL CORP

New

Shares2.0K

Event2026-03-31

Filed2026-04-28

VRTX

VERTEX PHARMACEUTICALS INC

-4.62%

Shares557

Event2026-03-31

Filed2026-04-28

JCI

JOHNSON CONTROLS INTERNATION

New

Shares1.9K

Event2026-03-31

Filed2026-04-28

FSEP

FIRST TR EXCHNG TRADED FD VI

New

Shares4.9K

Event2026-03-31

Filed2026-04-28

EXE

EXPAND ENERGY CORPORATION

New

Shares2.2K

Event2026-03-31

Filed2026-04-28

VMC

VULCAN MATLS CO

4.80%

Shares896

Event2026-03-31

Filed2026-04-28

GSEP

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares6.4K

Event2026-03-31

Filed2026-04-28

JBHT

HUNT J B TRANS SVCS INC

New

Shares1.1K

Event2026-03-31

Filed2026-04-28

VIK

VIKING HOLDINGS LTD

New

Shares3.3K

Event2026-03-31

Filed2026-04-28

NEM

NEWMONT CORP

New

Shares2.2K

Event2026-03-31

Filed2026-04-28

TRANE TECHNOLOGIES PLC

0.54%

Shares561

Event2026-03-31

Filed2026-04-28

ABNB

AIRBNB INC

New

Shares1.9K

Event2026-03-31

Filed2026-04-28

BURL

BURLINGTON STORES INC

New

Shares713

Event2026-03-31

Filed2026-04-28

IJJ

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-28

FTI

TECHNIPFMC PLC

New

Shares3.3K

Event2026-03-31

Filed2026-04-28

CME

CME GROUP INC

-22.26%

Shares779

Event2026-03-31

Filed2026-04-28

VBR

VANGUARD INDEX FDS

New

Shares1.1K

Event2026-03-31

Filed2026-04-28

ABT

ABBOTT LABORATORIES

15.72%

Shares2.2K

Event2026-03-31

Filed2026-04-28

ADBE

ADOBE INC

New

Shares928

Event2026-03-31

Filed2026-04-28

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-28

JEPI

J P MORGAN EXCHANGE TRADED F

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-28

TSN

TYSON FOODS INC

New

Shares3.5K

Event2026-03-31

Filed2026-04-28

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-28

TE CONNECTIVITY PLC

New

Shares1.1K

Event2026-03-31

Filed2026-04-28

PKST

PEAKSTONE REALTY TRUST

0.00%

Shares10.6K

Event2026-03-31

Filed2026-04-28

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares653

Event2026-03-31

Filed2026-04-28

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-28

REGIONS FINANCIAL CORP NEW

New

Shares8.3K

Event2026-03-31

Filed2026-04-28

MPC

MARATHON PETE CORP

New

Shares889

Event2026-03-31

Filed2026-04-28

DAL

DELTA AIR LINES INC

New

Shares3.2K

Event2026-03-31

Filed2026-04-28

XBIL

RBB FD INC

New

Shares4.3K

Event2026-03-31

Filed2026-04-28

THE CIGNA GROUP

New

Shares806

Event2026-03-31

Filed2026-04-28

MCK

MCKESSON CORP

New

Shares247

Event2026-03-31

Filed2026-04-28

CNC

CENTENE CORP DEL

New

Shares6.5K

Event2026-03-31

Filed2026-04-28

LHX

L3HARRIS TECHNOLOGIES INC

New

Shares613

Event2026-03-31

Filed2026-04-28

NOC

NORTHROP GRUMMAN CORP

New

Shares310

Event2026-03-31

Filed2026-04-28

UNILEVER PLC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-28

IGSB

ISHARES TR

-4.84%

Shares3.9K

Event2026-03-31

Filed2026-04-28

CVS

CVS HEALTH CORP

New

Shares2.8K

Event2026-03-31

Filed2026-04-28

NBIX

NEUROCRINE BIOSCIENCES INC

New

Shares1.5K

Event2026-03-31

Filed2026-04-28

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-28

EME

EMCOR GROUP INC

New

Shares271

Event2026-03-31

Filed2026-04-28

EXG

EATON VANCE TAX-MANAGED GLOB

0.00%

Shares19.1K

Event2026-03-31

Filed2026-04-28

RUN

SUNRUN INC

-2.08%

Shares12.1K

Event2026-03-31

Filed2026-04-28

VLY

VALLEY NATL BANCORP

New

Shares13.0K

Event2026-03-31

Filed2026-04-28

UNHG

THEMES ETF TR

New

Shares15.5K

Event2026-03-31

Filed2026-04-28

DNUT

KRISPY KREME INC

0.04%

Shares46.0K

Event2026-03-31

Filed2026-04-28

FTRE

FORTREA HLDGS INC

0.20%

Shares15.8K

Event2026-03-31

Filed2026-04-28

GCV

GABELLI CONV & INC SECS FD I

-26.82%

Shares23.2K

Event2026-03-31

Filed2026-04-28

FLYX

FLYEXCLUSIVE INC

0.00%

Shares28.2K

Event2026-03-31

Filed2026-04-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

SPY Put PutSTATE STR SPDR S&P 500 ETF T1.2K shares-7.69%2026-03-312026-04-28

NVDA Put PutNVIDIA CORPORATION1.4K sharesnew addition2026-03-312026-04-28

INVESCO QQQ TR Put PutINVESCO QQQ TR400 sharesnew addition2026-03-312026-04-28

IWF Put PutISHARES TR500 sharesnew addition2026-03-312026-04-28

SPY Put

STATE STR SPDR S&P 500 ETF T

-7.69%

Shares1.2K

Event2026-03-31

Filed2026-04-28

NVDA Put

NVIDIA CORPORATION

New

Shares1.4K

Event2026-03-31

Filed2026-04-28

INVESCO QQQ TR Put

INVESCO QQQ TR

New

Shares400

Event2026-03-31

Filed2026-04-28

IWF Put

ISHARES TR

New

Shares500

Event2026-03-31

Filed2026-04-28