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The Analysis of McAdam, LLC's Holdings & P&L

Currently, McAdam, LLC holds 442 types of securities in its portfolio with a total value $2.2B. In the most recent quarter, they have increased their positions in SCHF (+358.8K shares, valued at $8.9M), SCHX (+230.5K shares, valued at $5.9M), FNDX (+190.4K shares, valued at $5.3M); decreased their positions in PHYS (-45.3K shares, valued at $1.6M), SCHE (-42.8K shares, valued at $1.4M), SPYV (-13.4K shares, valued at $760.8K); initiated new positions in PFEB (+22.3K shares, valued at $892.3K), EUAD (+20.8K shares, valued at $846.4K), TTMI (+3.9K shares, valued at $377.5K).

1M P&L

+56.0M+2.45%

3M P&L

+5.2M+0.22%

HY P&L

+125.3M+5.64%

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/A1.9B

91.1%

2Semiconductors24.8M

1.2%

3Consumer Electronics22.7M

1.1%

Top Industries by Stock Count

1N/A224 stocks

54.2%

2Semiconductors11 stocks

2.7%

3Software - Application9 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FNDX SCHWAB STRATEGIC TR9.4M shares2.07%2026-03-312026-05-08

SCHX SCHWAB STRATEGIC TR10.2M shares2.32%2026-03-312026-05-08

SCHG SCHWAB STRATEGIC TR7.4M shares2.15%2026-03-312026-05-08

SCHF SCHWAB STRATEGIC TR8.4M shares4.46%2026-03-312026-05-08

SCHC SCHWAB STRATEGIC TR1.6M shares2.64%2026-03-312026-05-08

VOE VANGUARD INDEX FDS354.0K shares1.93%2026-03-312026-05-08

JCPB J P MORGAN EXCHANGE TRADED F1.3M shares4.66%2026-03-312026-05-08

VOT VANGUARD INDEX FDS208.8K shares2.73%2026-03-312026-05-08

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T273.1K shares0.91%2026-03-312026-05-08

SCHZ SCHWAB STRATEGIC TR2.0M shares3.90%2026-03-312026-05-08

SPTL SPDR SERIES TRUST1.2M shares4.75%2026-03-312026-05-08

SCHE SCHWAB STRATEGIC TR939.7K shares-4.35%2026-03-312026-05-08

VBR VANGUARD INDEX FDS133.5K shares-0.24%2026-03-312026-05-08

FDEM FIDELITY COVINGTON TRUST834.4K shares13.18%2026-03-312026-05-08

IVV ISHARES TR37.2K shares-1.75%2026-03-312026-05-08

VBK VANGUARD INDEX FDS75.5K shares-2.24%2026-03-312026-05-08

Sponsored

AAPL APPLE INC89.4K shares5.64%2026-03-312026-05-08

IEFA ISHARES TR227.2K shares0.51%2026-03-312026-05-08

BSV VANGUARD BD INDEX FDS254.0K shares5.98%2026-03-312026-05-08

NVDA NVIDIA CORPORATION113.4K shares7.88%2026-03-312026-05-08

SPYV SPDR SERIES TRUST312.3K shares-4.13%2026-03-312026-05-08

MDYG SPDR SERIES TRUST177.1K shares-2.81%2026-03-312026-05-08

VB VANGUARD INDEX FDS61.7K shares3.37%2026-03-312026-05-08

IWY ISHARES TR53.3K shares7.80%2026-03-312026-05-08

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FDL FIRST TR EXCHANGE-TRADED FD252.8K shares1.46%2026-03-312026-05-08

SCHR SCHWAB STRATEGIC TR496.3K shares7.36%2026-03-312026-05-08

MDYV SPDR SERIES TRUST142.6K shares-3.74%2026-03-312026-05-08

CWB SPDR SERIES TRUST129.4K shares5.13%2026-03-312026-05-08

FNDE SCHWAB STRATEGIC TR300.6K shares-3.35%2026-03-312026-05-08

CORP PIMCO ETF TR109.3K shares6.18%2026-03-312026-05-08

SCHP SCHWAB STRATEGIC TR373.4K shares4.78%2026-03-312026-05-08

MSFT MICROSOFT CORP24.0K shares2.99%2026-03-312026-05-08

Sponsored

PJUN INNOVATOR ETFS TRUST187.5K shares-6.29%2026-03-312026-05-08

AMZN AMAZON COM INC36.7K shares1.80%2026-03-312026-05-08

IWF ISHARES TR17.7K shares-0.61%2026-03-312026-05-08

TFI SPDR SERIES TRUST155.9K shares0.51%2026-03-312026-05-08

IJR ISHARES TR55.1K shares6.66%2026-03-312026-05-08

AGZD WISDOMTREE TR300.6K shares5.68%2026-03-312026-05-08

ALPHABET INC ALPHABET INC23.3K shares48.71%2026-03-312026-05-08

ISCF ISHARES TR158.9K shares-1.28%2026-03-312026-05-08

Sponsored

VEA VANGUARD TAX-MANAGED FDS102.2K shares-6.14%2026-03-312026-05-08

VTV VANGUARD INDEX FDS33.3K shares-0.14%2026-03-312026-05-08

VO VANGUARD INDEX FDS22.3K shares6.55%2026-03-312026-05-08

IWS ISHARES TR43.1K shares-6.83%2026-03-312026-05-08

IWP ISHARES TR48.5K shares5.83%2026-03-312026-05-08

PIN INVESCO INDIA EXCHANGE-TRADE299.0K shares2.07%2026-03-312026-05-08

EMXC ISHARES INC77.6K shares20.16%2026-03-312026-05-08

FNDA SCHWAB STRATEGIC TR183.0K shares-3.85%2026-03-312026-05-08

Sponsored

VV VANGUARD INDEX FDS19.8K shares-7.04%2026-03-312026-05-08

MUB ISHARES TR50.8K shares4.53%2026-03-312026-05-08

ALPHABET INC ALPHABET INC18.5K shares55.20%2026-03-312026-05-08

SLYV SPDR SERIES TRUST55.6K shares-6.04%2026-03-312026-05-08

SHM SPDR SERIES TRUST109.3K shares3.08%2026-03-312026-05-08

PGX INVESCO EXCH TRADED FD TR II480.1K shares2.04%2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS8.6K shares9.56%2026-03-312026-05-08

VWO VANGUARD INTL EQUITY INDEX F95.1K shares0.31%2026-03-312026-05-08

Sponsored

PECO PHILLIPS EDISON & CO INC136.4K shares-0.39%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON20.7K shares173.73%2026-03-312026-05-08

META META PLATFORMS INC8.5K shares4.62%2026-03-312026-05-08

FPEI FIRST TR EXCH TRADED FD III248.4K shares13.33%2026-03-312026-05-08

SPY STATE STR SPDR S&P 500 ETF T7.0K shares-2.84%2026-03-312026-05-08

OEF ISHARES TR14.2K shares-3.10%2026-03-312026-05-08

DIVO AMPLIFY ETF TR99.2K shares7.40%2026-03-312026-05-08

VGT VANGUARD WORLD FD6.3K shares1.97%2026-03-312026-05-08

Sponsored

GSLC GOLDMAN SACHS ETF TR35.2K shares1.23%2026-03-312026-05-08

SLYG SPDR SERIES TRUST45.1K shares-6.66%2026-03-312026-05-08

EFG ISHARES TR38.6K shares-1.48%2026-03-312026-05-08

SWAN AMPLIFY ETF TR135.2K shares6.15%2026-03-312026-05-08

YLD PRINCIPAL EXCHANGE TRADED FD221.2K shares12.49%2026-03-312026-05-08

PULS PGIM ETF TR84.3K shares34.00%2026-03-312026-05-08

SCHD SCHWAB STRATEGIC TR132.0K shares1.29%2026-03-312026-05-08

ABBV ABBVIE INC18.1K shares14.05%2026-03-312026-05-08

Sponsored

RVNU DBX ETF TR158.9K shares3.43%2026-03-312026-05-08

BROADCOM INC BROADCOM INC12.6K shares4.53%2026-03-312026-05-08

VTEB VANGUARD MUN BD FDS77.1K shares-2.99%2026-03-312026-05-08

GWX SPDR INDEX SHS FDS87.1K shares-0.73%2026-03-312026-05-08

EFA ISHARES TR37.5K shares-2.70%2026-03-312026-05-08

PZA INVESCO EXCH TRADED FD TR II157.1K shares-5.74%2026-03-312026-05-08

LLY ELI LILLY & CO3.9K shares9.22%2026-03-312026-05-08

GILD GILEAD SCIENCES INC25.5K shares0.70%2026-03-312026-05-08

Sponsored

VUG VANGUARD INDEX FDS8.0K shares0.39%2026-03-312026-05-08

TSLA TESLA INC9.3K shares11.41%2026-03-312026-05-08

PJUL INNOVATOR ETFS TRUST74.4K shares-0.04%2026-03-312026-05-08

XOM EXXON MOBIL CORP20.1K shares12.96%2026-03-312026-05-08

SCHM SCHWAB STRATEGIC TR107.5K shares0.70%2026-03-312026-05-08

BKLN INVESCO EXCH TRADED FD TR II162.5K shares-1.67%2026-03-312026-05-08

HYG ISHARES TR38.4K shares-1.09%2026-03-312026-05-08

MERCK & CO INC MERCK & CO INC24.0K shares16.97%2026-03-312026-05-08

Sponsored

SGOV ISHARES TR27.9K shares-4.41%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.8K shares1.75%2026-03-312026-05-08

ORCL ORACLE CORP18.7K shares32.55%2026-03-312026-05-08

VTI VANGUARD INDEX FDS8.5K shares1.63%2026-03-312026-05-08

SPYD SPDR SERIES TRUST58.8K shares12.86%2026-03-312026-05-08

VLUE ISHARES TR18.6K shares6.18%2026-03-312026-05-08

SPEM SPDR INDEX SHS FDS53.6K shares-3.87%2026-03-312026-05-08

SCHA SCHWAB STRATEGIC TR82.2K shares-4.66%2026-03-312026-05-08

Sponsored

INVESCO QQQ TR INVESCO QQQ TR4.0K shares10.88%2026-03-312026-05-08

MPC MARATHON PETE CORP9.1K shares0.95%2026-03-312026-05-08

FLBL FRANKLIN TEMPLETON ETF TR96.0K shares12.47%2026-03-312026-05-08

PLTR PALANTIR TECHNOLOGIES INC15.0K shares20.00%2026-03-312026-05-08

AGG ISHARES TR21.8K shares-1.22%2026-03-312026-05-08

IWN ISHARES TR11.3K shares-9.07%2026-03-312026-05-08

XLG INVESCO EXCHANGE TRADED FD T38.7K shares-3.13%2026-03-312026-05-08

AXP AMERICAN EXPRESS CO6.9K shares0.95%2026-03-312026-05-08

Sponsored

EVSM MORGAN STANLEY ETF TRUST41.1K shares102.04%2026-03-312026-05-08

PUTNAM ETF TRUST PUTNAM ETF TRUST225.5K shares0.45%2026-03-312026-05-08

SPYG SPDR SERIES TRUST20.5K shares12.29%2026-03-312026-05-08

NFLX NETFLIX INC.20.1K shares-2.62%2026-03-312026-05-08

EFV ISHARES TR25.5K shares-1.84%2026-03-312026-05-08

JMUB J P MORGAN EXCHANGE TRADED F37.3K shares-6.57%2026-03-312026-05-08

QUS SPDR SERIES TRUST10.8K shares-2.28%2026-03-312026-05-08

LUMN LUMEN TECHNOLOGIES INC261.3K shares21.39%2026-03-312026-05-08

Sponsored

WMT WALMART INC14.6K shares10.87%2026-03-312026-05-08

CAT CATERPILLAR INC2.6K shares20.25%2026-03-312026-05-08

UPS UNITED PARCEL SVCS INC18.2K shares-3.16%2026-03-312026-05-08

IWO ISHARES TR5.6K shares-2.64%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO6.0K shares5.58%2026-03-312026-05-08

FBND FIDELITY MERRIMACK STR TR37.6K shares-4.97%2026-03-312026-05-08

DWX SPDR INDEX SHS FDS37.2K shares13.14%2026-03-312026-05-08

IMCG ISHARES TR21.5K shares10.38%2026-03-312026-05-08

Sponsored

ET ENERGY TRANSFER L P85.8K shares0.03%2026-03-312026-05-08

TLT ISHARES TR19.0K shares-10.67%2026-03-312026-05-08

XLP SELECT SECTOR SPDR TR19.6K shares14.45%2026-03-312026-05-08

V VISA INC5.3K shares0.66%2026-03-312026-05-08

COST COSTCO WHOLESALE CORPORATION1.6K shares11.74%2026-03-312026-05-08

MFDX PIMCO EQUITY SER38.9K shares-7.70%2026-03-312026-05-08

INDA ISHARES TR33.1K shares42.96%2026-03-312026-05-08

MUNI PIMCO ETF TR29.3K shares6.55%2026-03-312026-05-08

Sponsored

HD HOME DEPOT INC4.6K shares-4.20%2026-03-312026-05-08

XLK SELECT SECTOR SPDR TR10.9K shares15.66%2026-03-312026-05-08

IBM INTERNATIONAL BUSINESS MACHS6.0K shares31.19%2026-03-312026-05-08

XLE SELECT SECTOR SPDR TR23.6K shares6.41%2026-03-312026-05-08

XYLD GLOBAL X FDS36.4K shares9.40%2026-03-312026-05-08

IWD ISHARES TR6.6K shares-21.10%2026-03-312026-05-08

TJX TJX COS INC NEW8.8K shares0.52%2026-03-312026-05-08

KO COCA COLA CO18.5K shares6.44%2026-03-312026-05-08

Sponsored

SRLN SSGA ACTIVE ETF TR34.6K shares15.77%2026-03-312026-05-08

CVX CHEVRON CORPORATION6.7K shares26.47%2026-03-312026-05-08

EPD ENTERPRISE PRODS PARTNERS L34.9K shares1.72%2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS6.1K shares0.05%2026-03-312026-05-08

QEFA SPDR INDEX SHS FDS13.8K shares5.11%2026-03-312026-05-08

T AT&T INC44.1K shares3.45%2026-03-312026-05-08

XLV SELECT SECTOR SPDR TR8.6K shares14.54%2026-03-312026-05-08

PG PROCTER & GAMBLE CO8.6K shares1.80%2026-03-312026-05-08

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AMD ADVANCED MICRO DEVICES INC6.1K shares25.66%2026-03-312026-05-08

HYMB SPDR SERIES TRUST49.8K shares2.03%2026-03-312026-05-08

MMC MARSH & MCLENNAN COS INC7.0K shares0.34%2026-03-312026-05-08

SUB ISHARES TR11.3K shares-7.77%2026-03-312026-05-08

CSCO CISCO SYS INC14.9K shares47.97%2026-03-312026-05-08

ISHARES GOLD TR ISHARES GOLD TR12.8K shares16.35%2026-03-312026-05-08

QYLD GLOBAL X FDS65.1K shares13.56%2026-03-312026-05-08

HYZD WISDOMTREE TR49.4K shares1.17%2026-03-312026-05-08

Sponsored

MLN VANECK ETF TRUST61.9K shares-2.84%2026-03-312026-05-08

GE AEROSPACE GE AEROSPACE3.7K shares8.66%2026-03-312026-05-08

SOXX ISHARES TR3.1K shares3.35%2026-03-312026-05-08

PHB INVESCO EXCH TRADED FD TR II57.3K shares2.10%2026-03-312026-05-08

IEMG ISHARES INC14.5K shares0.34%2026-03-312026-05-08

LAM RESEARCH CORP LAM RESEARCH CORP4.6K shares35.50%2026-03-312026-05-08

ESGD ISHARES TR10.2K shares0.58%2026-03-312026-05-08

XLU SELECT SECTOR SPDR TR21.1K shares3.54%2026-03-312026-05-08

Sponsored

MA MASTERCARD INCORPORATED1.9K shares0.31%2026-03-312026-05-08

QUAL ISHARES TR4.9K shares18.59%2026-03-312026-05-08

CMCSA COMCAST CORP NEW32.7K shares106.23%2026-03-312026-05-08

SCHK SCHWAB STRATEGIC TR29.9K shares-2.38%2026-03-312026-05-08

VXUS VANGUARD STAR FDS12.1K shares1.33%2026-03-312026-05-08

VZ VERIZON COMMUNICATIONS INC18.4K shares6.13%2026-03-312026-05-08

ROCKET LAB CORP ROCKET LAB CORP14.2K shares42.99%2026-03-312026-05-08

LMT LOCKHEED MARTIN CORP1.5K shares0.68%2026-03-312026-05-08

Sponsored

IWM ISHARES TR3.6K shares-5.95%2026-03-312026-05-08

STT STATE STR CORP7.1K shares1.90%2026-03-312026-05-08

IWL ISHARES TR5.6K shares-9.51%2026-03-312026-05-08

PFEB INNOVATOR ETFS TRUST22.3K sharesnew addition2026-03-312026-05-08

GLD SPDR GOLD TR2.0K shares22.70%2026-03-312026-05-08

VPU VANGUARD WORLD FD4.4K shares7.69%2026-03-312026-05-08

DGRO ISHARES TR12.3K shares25.94%2026-03-312026-05-08

XLY SELECT SECTOR SPDR TR7.9K shares11.52%2026-03-312026-05-08

Sponsored

BA BOEING CO4.3K shares-7.84%2026-03-312026-05-08

VONG VANGUARD SCOTTSDALE FDS7.8K shares-10.13%2026-03-312026-05-08

MU MICRON TECHNOLOGY INC2.5K shares25.01%2026-03-312026-05-08

MCD MCDONALDS CORP2.8K shares0.26%2026-03-312026-05-08

EUAD SPINNAKER ETF SERIES20.8K sharesnew addition2026-03-312026-05-08

RTX RTX CORPORATION4.3K shares1.47%2026-03-312026-05-08

ARISTA NETWORKS INC ARISTA NETWORKS INC6.7K shares46.51%2026-03-312026-05-08

UAPR INNOVATOR ETFS TRUST24.6K shares0.00%2026-03-312026-05-08

Sponsored

NULV NUSHARES ETF TR17.9K shares1.70%2026-03-312026-05-08

EMHY ISHARES INC20.6K shares15.74%2026-03-312026-05-08

PH PARKER-HANNIFIN CORP905 shares209.93%2026-03-312026-05-08

MGK VANGUARD WORLD FD2.2K shares21.58%2026-03-312026-05-08

CRWD CROWDSTRIKE HLDGS INC2.0K shares39.82%2026-03-312026-05-08

INTC INTEL CORP17.9K shares42.07%2026-03-312026-05-08

GEV GE VERNOVA INC886 shares9.65%2026-03-312026-05-08

KLAC KLA CORP519 shares44.57%2026-03-312026-05-08

Sponsored

VGIT VANGUARD SCOTTSDALE FDS12.5K shares-6.63%2026-03-312026-05-08

PFF ISHARES TR24.4K shares-5.70%2026-03-312026-05-08

IBIT ISHARES BITCOIN TRUST ETF19.1K shares21.86%2026-03-312026-05-08

BITMINE IMMERSION TECNOLOGIE BITMINE IMMERSION TECNOLOGIE36.6K shares200.96%2026-03-312026-05-08

XLI SELECT SECTOR SPDR TR4.5K shares23.59%2026-03-312026-05-08

BAC BANK AMERICA CORP14.7K shares2.51%2026-03-312026-05-08

SCZ ISHARES TR9.1K shares-16.46%2026-03-312026-05-08

PL PLANET LABS PBC25.3K shares43.03%2026-03-312026-05-08

Sponsored

CTAS CINTAS CORP4.1K shares1.05%2026-03-312026-05-08

AMAT APPLIED MATLS INC2.0K shares5.78%2026-03-312026-05-08

MMM 3M CO4.8K shares-9.96%2026-03-312026-05-08

SUSA ISHARES TR5.2K shares-0.46%2026-03-312026-05-08

SBUX STARBUCKS CORP7.6K shares13.43%2026-03-312026-05-08

SPAB SPDR SERIES TRUST26.2K shares-3.10%2026-03-312026-05-08

WFC WELLS FARGO & CO8.4K shares-8.73%2026-03-312026-05-08

PAUG INNOVATOR ETFS TRUST15.6K shares0.00%2026-03-312026-05-08

Sponsored

ACWX ISHARES TR9.7K shares0.00%2026-03-312026-05-08

SCHB SCHWAB STRATEGIC TR25.9K shares-1.58%2026-03-312026-05-08

COP CONOCOPHILLIPS4.9K shares14.35%2026-03-312026-05-08

BIV VANGUARD BD INDEX FDS8.1K shares4.80%2026-03-312026-05-08

TT TRANE TECHNOLOGIES PLC1.5K shares-15.98%2026-03-312026-05-08

LQD ISHARES TR5.6K shares7.11%2026-03-312026-05-08

XLF SELECT SECTOR SPDR TR12.5K shares15.96%2026-03-312026-05-08

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.0K shares85.24%2026-03-312026-05-08

Sponsored

MAR MARRIOTT INTL INC NEW1.8K shares-0.05%2026-03-312026-05-08

XLC SELECT SECTOR SPDR TR5.4K shares9.58%2026-03-312026-05-08

PFE PFIZER INC20.9K shares-8.13%2026-03-312026-05-08

PANW PALO ALTO NETWORKS INC3.6K shares10.68%2026-03-312026-05-08

BND VANGUARD BD INDEX FDS7.9K shares22.77%2026-03-312026-05-08

PEP PEPSICO INC3.7K shares10.27%2026-03-312026-05-08

NEE NEXTERA ENERGY INC6.2K shares7.51%2026-03-312026-05-08

BIL SPDR SERIES TRUST6.2K shares3.45%2026-03-312026-05-08

Sponsored

COIN COINBASE GLOBAL INC3.3K shares63.24%2026-03-312026-05-08

UNH UNITEDHEALTH GROUP INC2.1K shares21.90%2026-03-312026-05-08

FNV FRANCO NEV CORP2.3K shares-0.04%2026-03-312026-05-08

TRMB TRIMBLE INC8.6K shares8.03%2026-03-312026-05-08

POCT INNOVATOR ETFS TRUST13.0K shares0.00%2026-03-312026-05-08

VSS VANGUARD INTL EQUITY INDEX F3.8K shares3.38%2026-03-312026-05-08

RDDT REDDIT INC4.0K shares70.01%2026-03-312026-05-08

ICVT ISHARES TR5.3K shares16.08%2026-03-312026-05-08

Sponsored

NET CLOUDFLARE INC2.6K shares35.21%2026-03-312026-05-08

VYM VANGUARD WHITEHALL FDS3.6K shares-1.57%2026-03-312026-05-08

DELL DELL TECHNOLOGIES INC3.3K shares9.25%2026-03-312026-05-08

NULG NUSHARES ETF TR5.8K shares-0.27%2026-03-312026-05-08

GS GOLDMAN SACHS GROUP INC624 shares7.59%2026-03-312026-05-08

SMLV SPDR SERIES TRUST3.9K shares11.30%2026-03-312026-05-08

GLDM WORLD GOLD TR5.6K shares0.25%2026-03-312026-05-08

IGIB ISHARES TR9.7K shares48.15%2026-03-312026-05-08

Sponsored

MEAR ISHARES U S ETF TR10.2K shares-3.07%2026-03-312026-05-08

CITIGROUP INC CITIGROUP INC4.4K shares8.41%2026-03-312026-05-08

DIS DISNEY WALT CO5.1K shares-1.46%2026-03-312026-05-08

DOW DOW HLDGS INC11.9K shares5.85%2026-03-312026-05-08

SPDW SPDR INDEX SHS FDS10.8K shares7.55%2026-03-312026-05-08

ULST SSGA ACTIVE ETF TR12.1K shares6.00%2026-03-312026-05-08

LQDH ISHARES U S ETF TR5.3K shares2.26%2026-03-312026-05-08

PSK SPDR SERIES TRUST15.6K shares-4.58%2026-03-312026-05-08

Sponsored

HYD VANECK ETF TRUST9.6K shares-2.36%2026-03-312026-05-08

APP APPLOVIN CORP1.2K shares25.42%2026-03-312026-05-08

EATON CORP PLC EATON CORP PLC1.3K shares10.71%2026-03-312026-05-08

USB US BANCORP9.0K shares-6.99%2026-03-312026-05-08

XME SPDR SERIES TRUST4.3K shares1.61%2026-03-312026-05-08

BKNG BOOKING HOLDINGS INC109 shares0.93%2026-03-312026-05-08

PNOV INNOVATOR ETFS TRUST11.2K shares-0.85%2026-03-312026-05-08

RSPN INVESCO EXCHANGE TRADED FD T7.9K shares0.00%2026-03-312026-05-08

Sponsored

SHEL SHELL PLC4.8K shares4.95%2026-03-312026-05-08

VGSH VANGUARD SCOTTSDALE FDS7.7K shares6.58%2026-03-312026-05-08

WDC WESTERN DIGITAL CORP1.6K shares17.21%2026-03-312026-05-08

PMAY INNOVATOR ETFS TRUST11.0K shares0.00%2026-03-312026-05-08

IWB ISHARES TR1.2K shares-18.07%2026-03-312026-05-08

VIS VANGUARD WORLD FD1.4K shares7.19%2026-03-312026-05-08

PM PHILIP MORRIS INTL INC2.6K shares-25.54%2026-03-312026-05-08

WM WASTE MGMT INC DEL1.9K shares5.15%2026-03-312026-05-08

Sponsored

ADBE ADOBE INC1.8K shares25.76%2026-03-312026-05-08

AMGN AMGEN INC1.2K shares3.38%2026-03-312026-05-08

BNOV INNOVATOR ETFS TRUST9.9K shares-22.23%2026-03-312026-05-08

SPTI SPDR SERIES TRUST14.8K shares24.64%2026-03-312026-05-08

CINF CINCINNATI FINL CORP2.7K shares3.78%2026-03-312026-05-08

NOBL PROSHARES TR4.0K shares1.35%2026-03-312026-05-08

NTAP NETAPP INC4.0K shares34.40%2026-03-312026-05-08

QCOM QUALCOMM INC3.2K shares15.13%2026-03-312026-05-08

Sponsored

PSX PHILLIPS 662.2K shares8.32%2026-03-312026-05-08

ADP AUTOMATIC DATA PROCESSING IN2.0K shares-1.34%2026-03-312026-05-08

LOW LOWES COS INC1.7K shares3.81%2026-03-312026-05-08

JEPI J P MORGAN EXCHANGE TRADED F7.1K shares-8.24%2026-03-312026-05-08

MSI MOTOROLA SOLUTIONS INC928 shares0.98%2026-03-312026-05-08

MGC VANGUARD WORLD FD1.7K shares-8.83%2026-03-312026-05-08

ESGE ISHARES INC8.8K shares-0.55%2026-03-312026-05-08

GL GLOBE LIFE INC2.9K shares0.14%2026-03-312026-05-08

Sponsored

PDEC INNOVATOR ETFS TRUST9.4K shares0.98%2026-03-312026-05-08

TSM TAIWAN SEMICONDUCTOR MANUFAC1.2K shares10.38%2026-03-312026-05-08

FDX FEDEX CORP1.1K shares5.17%2026-03-312026-05-08

TMUS T-MOBILE US INC1.9K shares-16.21%2026-03-312026-05-08

FSCO FS CREDIT OPPORTUNITIES CORP77.2K shares-13.98%2026-03-312026-05-08

GLW CORNING INC2.9K shares4.15%2026-03-312026-05-08

LINDE PLC LINDE PLC783 shares59.80%2026-03-312026-05-08

MS MORGAN STANLEY2.3K shares8.81%2026-03-312026-05-08

Sponsored

MNA NEW YORK LIFE INVESTMENTS ET10.4K shares0.46%2026-03-312026-05-08

TTMI TTM TECHNOLOGIES INC3.9K sharesnew addition2026-03-312026-05-08

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC3.8K sharesnew addition2026-03-312026-05-08

ISRG INTUITIVE SURGICAL INC817 shares35.71%2026-03-312026-05-08

NOW SERVICENOW INC3.6K shares62.01%2026-03-312026-05-08

ADI ANALOG DEVICES INC1.2K shares-4.56%2026-03-312026-05-08

IJH ISHARES TR5.5K shares1.42%2026-03-312026-05-08

AEM AGNICO EAGLE MINES LTD1.8K shares0.00%2026-03-312026-05-08

Sponsored

NEM NEWMONT CORP3.4K shares7.16%2026-03-312026-05-08

SHYM BLACKROCK ETF TRUST II16.7K shares-5.77%2026-03-312026-05-08

GM GENERAL MTRS CO4.9K shares13.10%2026-03-312026-05-08

ED CONSOLIDATED EDISON INC3.2K shares-4.30%2026-03-312026-05-08

HOOD ROBINHOOD MKTS INC5.3K shares20.41%2026-03-312026-05-08

RSPH INVESCO EXCHANGE TRADED FD T12.1K shares-1.35%2026-03-312026-05-08

AXSM AXSOME THERAPEUTICS INC.2.1K shares-6.11%2026-03-312026-05-08

CEG CONSTELLATION ENERGY CORP1.3K shares5.58%2026-03-312026-05-08

Sponsored

VOOG VANGUARD ADMIRAL FDS INC877 shares10.04%2026-03-312026-05-08

EMB ISHARES TR3.8K shares0.32%2026-03-312026-05-08

REZ ISHARES TR4.3K shares20.71%2026-03-312026-05-08

ABT ABBOTT LABORATORIES3.4K shares1.18%2026-03-312026-05-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T7.5K shares-0.80%2026-03-312026-05-08

VRT VERTIV HOLDINGS CO1.4K sharesnew addition2026-03-312026-05-08

IGSB ISHARES TR6.7K shares-21.50%2026-03-312026-05-08

BLACKROCK INC BLACKROCK INC364 shares4.60%2026-03-312026-05-08

Sponsored

IUSV ISHARES TR3.4K shares-0.64%2026-03-312026-05-08

XCEM COLUMBIA ETF TR II8.5K shares-0.27%2026-03-312026-05-08

SMIN ISHARES TR5.8K shares66.91%2026-03-312026-05-08

MO ALTRIA GROUP INC5.2K shares10.51%2026-03-312026-05-08

ICE INTERCONTINENTAL EXCHANGE IN2.2K shares19.04%2026-03-312026-05-08

PHYS SPROTT ASSET MANAGEMENT LP9.7K shares-82.38%2026-03-312026-05-08

THE CIGNA GROUP THE CIGNA GROUP1.3K shares10.79%2026-03-312026-05-08

COF CAPITAL ONE FINL CORP1.9K shares27.51%2026-03-312026-05-08

Sponsored

IVW ISHARES TR3.0K shares11.37%2026-03-312026-05-08

ONEY SPDR SERIES TRUST2.8K shares7.92%2026-03-312026-05-08

CRM SALESFORCE INC1.8K shares1.38%2026-03-312026-05-08

QDTE ROUNDHILL ETF TRUST12.0K shares12.40%2026-03-312026-05-08

DFAC DIMENSIONAL ETF TRUST8.4K shares0.00%2026-03-312026-05-08

TFC TRUIST FINL CORP7.1K shares39.04%2026-03-312026-05-08

OKE ONEOK INC NEW3.5K shares26.40%2026-03-312026-05-08

TIP ISHARES TR2.9K shares-3.84%2026-03-312026-05-08

Sponsored

VOX VANGUARD WORLD FD1.8K shares-0.06%2026-03-312026-05-08

SCHW SCHWAB CHARLES CORP3.4K shares-0.24%2026-03-312026-05-08

FBTC FIDELITY WISE ORIGIN BITCOIN5.4K shares5.85%2026-03-312026-05-08

SHYG ISHARES TR7.5K shares-6.56%2026-03-312026-05-08

DLS WISDOMTREE TR3.8K shares11.50%2026-03-312026-05-08

MAYT AIM ETF PRODUCTS TRUST8.4K shares0.00%2026-03-312026-05-08

APH AMPHENOL CORP2.5K shares8.16%2026-03-312026-05-08

TXN TEXAS INSTRS INC1.6K shares19.33%2026-03-312026-05-08

Sponsored

ROK ROCKWELL AUTOMATION INC865 sharesnew addition2026-03-312026-05-08

SPYM SPDR SERIES TRUST4.0K shares14.66%2026-03-312026-05-08

INTU INTUIT707 shares21.06%2026-03-312026-05-08

BLACKSTONE INC BLACKSTONE INC2.7K shares1.14%2026-03-312026-05-08

XLB SELECT SECTOR SPDR TR6.1K shares29.89%2026-03-312026-05-08

O REALTY INCOME CORP4.9K shares9.67%2026-03-312026-05-08

NBIS NEBIUS GROUP N.V.2.9K sharesnew addition2026-03-312026-05-08

MPWR MONOLITHIC PWR SYS INC275 shares5.36%2026-03-312026-05-08

Sponsored

CTVA CORTEVA INC3.6K shares10.61%2026-03-312026-05-08

VNQ VANGUARD INDEX FDS3.4K shares7.09%2026-03-312026-05-08

EMGF ISHARES INC4.9K shares4.33%2026-03-312026-05-08

KMI KINDER MORGAN INC DEL8.8K shares4.74%2026-03-312026-05-08

BMY BRISTOL-MYERS SQUIBB CO4.9K shares-17.61%2026-03-312026-05-08

DEM WISDOMTREE TR5.9K shares10.85%2026-03-312026-05-08

RCL ROYAL CARIBBEAN GROUP1.1K shares-4.87%2026-03-312026-05-08

UNP UNION PAC CORP1.2K shares8.56%2026-03-312026-05-08

Sponsored

HPE HEWLETT PACKARD ENTERPRISE C12.1K shares27.07%2026-03-312026-05-08

VCIT VANGUARD SCOTTSDALE FDS3.5K shares-27.31%2026-03-312026-05-08

TMO THERMO FISHER SCIENTIFIC INC584 shares26.68%2026-03-312026-05-08

EQIX EQUINIX INC289 sharesnew addition2026-03-312026-05-08

KTOS KRATOS DEFENSE & SEC SOLUTIO4.0K sharesnew addition2026-03-312026-05-08

BK BANK NEW YORK MELLON CORP2.4K shares9.57%2026-03-312026-05-08

SHYD VANECK ETF TRUST12.3K shares2.19%2026-03-312026-05-08

DOCN DIGITALOCEAN HLDGS INC3.2K sharesnew addition2026-03-312026-05-08

Sponsored

CVS CVS HEALTH CORP3.8K shares5.38%2026-03-312026-05-08

JEPQ J P MORGAN EXCHANGE TRADED F4.9K shares27.79%2026-03-312026-05-08

ASTRAZENECA PLC ASTRAZENECA PLC1.4K sharesnew addition2026-03-312026-05-08

NUMV NUSHARES ETF TR6.9K shares0.07%2026-03-312026-05-08

VHT VANGUARD WORLD FD981 shares5.03%2026-03-312026-05-08

HYS PIMCO ETF TR2.9K shares-6.49%2026-03-312026-05-08

SYK STRYKER CORPORATION796 shares3.51%2026-03-312026-05-08

AFL AFLAC INC2.4K shares7.08%2026-03-312026-05-08

Sponsored

TRV TRAVELERS COMPANIES INC880 shares-0.11%2026-03-312026-05-08

IVOO VANGUARD ADMIRAL FDS INC2.2K sharesnew addition2026-03-312026-05-08

MDLZ MONDELEZ INTL INC4.4K shares0.27%2026-03-312026-05-08

CHAT TIDAL TRUST II4.1K sharesnew addition2026-03-312026-05-08

QQQM INVESCO EXCH TRADED FD TR II1.1K shares1.73%2026-03-312026-05-08

YOU CLEAR SECURE INC5.1K sharesnew addition2026-03-312026-05-08

PSEP INNOVATOR ETFS TRUST5.8K shares0.00%2026-03-312026-05-08

ITOT ISHARES TR1.7K sharesnew addition2026-03-312026-05-08

Sponsored

ALL ALLSTATE CORP1.2K shares18.21%2026-03-312026-05-08

PGR PROGRESSIVE CORP1.2K shares12.74%2026-03-312026-05-08

RKT ROCKET COS INC17.1K shares32.77%2026-03-312026-05-08

NUSC NUSHARES ETF TR5.4K shares-1.44%2026-03-312026-05-08

TSN TYSON FOODS INC3.7K shares-12.99%2026-03-312026-05-08

NSC NORFOLK SOUTHN CORP835 shares17.94%2026-03-312026-05-08

FTXG FIRST TR EXCHANGE TRADED FD10.8K sharesnew addition2026-03-312026-05-08

IDXX IDEXX LABS INC422 shares2.43%2026-03-312026-05-08

Sponsored

ASTS AST SPACEMOBILE INC2.9K sharesnew addition2026-03-312026-05-08

KMB KIMBERLY-CLARK CORP2.4K sharesnew addition2026-03-312026-05-08

OMC OMNICOM GROUP INC3.1K shares8.67%2026-03-312026-05-08

MSTR STRATEGY INC1.9K shares1.25%2026-03-312026-05-08

NOC NORTHROP GRUMMAN CORP336 sharesnew addition2026-03-312026-05-08

USMV ISHARES TR2.5K shares0.29%2026-03-312026-05-08

VRSN VERISIGN INC913 sharesnew addition2026-03-312026-05-08

UCON FIRST TR EXCHNG TRADED FD VI9.1K shares-5.01%2026-03-312026-05-08

Sponsored

DE DEERE & CO400 sharesnew addition2026-03-312026-05-08

FLHY FRANKLIN TEMPLETON ETF TR9.3K shares-5.19%2026-03-312026-05-08

IWR ISHARES TR2.3K shares7.34%2026-03-312026-05-08

EMR EMERSON ELEC CO1.7K shares7.53%2026-03-312026-05-08

FTSL FIRST TR EXCHANGE-TRADED FD4.9K shares-5.28%2026-03-312026-05-08

CMI CUMMINS INC404 shares-5.83%2026-03-312026-05-08

PAPR INNOVATOR ETFS TRUST5.5K shares0.00%2026-03-312026-05-08

CHE CHEMED CORP NEW572 shares-2.39%2026-03-312026-05-08

Sponsored

SSRM SSR MINING IN7.3K sharesnew addition2026-03-312026-05-08

NUBD NUSHARES ETF TR9.6K shares2.56%2026-03-312026-05-08

UBER UBER TECHNOLOGIES INC2.9K shares6.58%2026-03-312026-05-08

WMB WILLIAMS COS INC2.9K sharesnew addition2026-03-312026-05-08

DLR DIGITAL RLTY TR INC1.1K sharesnew addition2026-03-312026-05-08

XBI SPDR SERIES TRUST1.6K sharesnew addition2026-03-312026-05-08

CRDO CREDO TECHNOLOGY GROUP HOLDI2.2K sharesnew addition2026-03-312026-05-08

NUMG NUSHARES ETF TR5.0K shares9.29%2026-03-312026-05-08

Sponsored

NKE NIKE INC3.8K shares-44.72%2026-03-312026-05-08

LHX L3HARRIS TECHNOLOGIES INC587 sharesnew addition2026-03-312026-05-08

TER TERADYNE INC683 sharesnew addition2026-03-312026-05-08

F FORD MTR CO17.5K shares-1.03%2026-03-312026-05-08

SPIP SPDR SERIES TRUST7.8K shares-8.50%2026-03-312026-05-08

TGT TARGET CORP1.7K sharesnew addition2026-03-312026-05-08

BR BROADRIDGE FINL SOLUTIONS IN1.2K shares20.65%2026-03-312026-05-08

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP583 sharesnew addition2026-03-312026-05-08

Sponsored

OUSTER INC OUSTER INC10.7K sharesnew addition2026-03-312026-05-08

AEVA TECHNOLOGIES INC AEVA TECHNOLOGIES INC14.2K sharesnew addition2026-03-312026-05-08

PTY PIMCO CORPORATE & INCOME OPP15.3K shares-0.01%2026-03-312026-05-08

RIVN RIVIAN AUTOMOTIVE INC11.5K sharesnew addition2026-03-312026-05-08

IBRX IMMUNITYBIO INC21.4K shares0.10%2026-03-312026-05-08

NVTS NAVITAS SEMICONDUCTOR CORP18.4K shares64.89%2026-03-312026-05-08

YYY AMPLIFY ETF TR12.8K sharesnew addition2026-03-312026-05-08

UAMY UNITED STATES ANTIMONY CORP15.3K sharesnew addition2026-03-312026-05-08

Sponsored

SERV SERVE ROBOTICS INC15.7K shares-7.31%2026-03-312026-05-08

KOPN KOPIN CORP55.0K shares139.42%2026-03-312026-05-08

SCHMID GROUP N.V. SCHMID GROUP N.V.22.6K sharesnew addition2026-03-312026-05-08

HLN HALEON PLC10.3K shares-24.38%2026-03-312026-05-08

LPTH LIGHTPATH TECHNOLOGIES INC10.2K sharesnew addition2026-03-312026-05-08

OPTX SYNTEC OPTICS HLDGS INC14.0K sharesnew addition2026-03-312026-05-08

OSS ONE STOP SYS INC12.7K shares-0.01%2026-03-312026-05-08

PLUG PLUG PWR INC37.1K sharesnew addition2026-03-312026-05-08

Sponsored

LTRX LANTRONIX INC15.4K sharesnew addition2026-03-312026-05-08

FIP FTAI INFRASTRUCTURE INC14.9K sharesnew addition2026-03-312026-05-08

OPRX OPTIMIZERX CORP10.4K sharesnew addition2026-03-312026-05-08

ACHR ARCHER AVIATION INC10.4K shares-0.68%2026-03-312026-05-08

IAUX I-80 GOLD CORP35.0K shares-19.83%2026-03-312026-05-08

CGTX COGNITION THERAPEUTICS INC70.0K shares-5.61%2026-03-312026-05-08

VUZI VUZIX CORP19.5K sharesnew addition2026-03-312026-05-08

TTGT TECHTARGET INC10.4K sharesnew addition2026-03-312026-05-08

Sponsored

SES SES AI CORPORATION10.6K shares-49.41%2026-03-312026-05-08

ORBS EIGHTCO HOLDINGS INC10.5K sharesnew addition2026-03-312026-05-08

FNDX

SCHWAB STRATEGIC TR

2.07%

Shares9.4M

Event2026-03-31

Filed2026-05-08

SCHX

SCHWAB STRATEGIC TR

2.32%

Shares10.2M

Event2026-03-31

Filed2026-05-08

SCHG

SCHWAB STRATEGIC TR

2.15%

Shares7.4M

Event2026-03-31

Filed2026-05-08

SCHF

SCHWAB STRATEGIC TR

4.46%

Shares8.4M

Event2026-03-31

Filed2026-05-08

SCHC

SCHWAB STRATEGIC TR

2.64%

Shares1.6M

Event2026-03-31

Filed2026-05-08

VOE

VANGUARD INDEX FDS

1.93%

Shares354.0K

Event2026-03-31

Filed2026-05-08

JCPB

J P MORGAN EXCHANGE TRADED F

4.66%

Shares1.3M

Event2026-03-31

Filed2026-05-08

VOT

VANGUARD INDEX FDS

2.73%

Shares208.8K

Event2026-03-31

Filed2026-05-08

INVESCO EXCHANGE TRADED FD T

0.91%

Shares273.1K

Event2026-03-31

Filed2026-05-08

SCHZ

SCHWAB STRATEGIC TR

3.90%

Shares2.0M

Event2026-03-31

Filed2026-05-08

SPTL

SPDR SERIES TRUST

4.75%

Shares1.2M

Event2026-03-31

Filed2026-05-08

SCHE

SCHWAB STRATEGIC TR

-4.35%

Shares939.7K

Event2026-03-31

Filed2026-05-08

VBR

VANGUARD INDEX FDS

-0.24%

Shares133.5K

Event2026-03-31

Filed2026-05-08

FDEM

FIDELITY COVINGTON TRUST

13.18%

Shares834.4K

Event2026-03-31

Filed2026-05-08

IVV

ISHARES TR

-1.75%

Shares37.2K

Event2026-03-31

Filed2026-05-08

VBK

VANGUARD INDEX FDS

-2.24%

Shares75.5K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

5.64%

Shares89.4K

Event2026-03-31

Filed2026-05-08

IEFA

ISHARES TR

0.51%

Shares227.2K

Event2026-03-31

Filed2026-05-08

BSV

VANGUARD BD INDEX FDS

5.98%

Shares254.0K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

7.88%

Shares113.4K

Event2026-03-31

Filed2026-05-08

SPYV

SPDR SERIES TRUST

-4.13%

Shares312.3K

Event2026-03-31

Filed2026-05-08

MDYG

SPDR SERIES TRUST

-2.81%

Shares177.1K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

3.37%

Shares61.7K

Event2026-03-31

Filed2026-05-08

IWY

ISHARES TR

7.80%

Shares53.3K

Event2026-03-31

Filed2026-05-08

FDL

FIRST TR EXCHANGE-TRADED FD

1.46%

Shares252.8K

Event2026-03-31

Filed2026-05-08

SCHR

SCHWAB STRATEGIC TR

7.36%

Shares496.3K

Event2026-03-31

Filed2026-05-08

MDYV

SPDR SERIES TRUST

-3.74%

Shares142.6K

Event2026-03-31

Filed2026-05-08

CWB

SPDR SERIES TRUST

5.13%

Shares129.4K

Event2026-03-31

Filed2026-05-08

FNDE

SCHWAB STRATEGIC TR

-3.35%

Shares300.6K

Event2026-03-31

Filed2026-05-08

CORP

PIMCO ETF TR

6.18%

Shares109.3K

Event2026-03-31

Filed2026-05-08

SCHP

SCHWAB STRATEGIC TR

4.78%

Shares373.4K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

2.99%

Shares24.0K

Event2026-03-31

Filed2026-05-08

PJUN

INNOVATOR ETFS TRUST

-6.29%

Shares187.5K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

1.80%

Shares36.7K

Event2026-03-31

Filed2026-05-08

IWF

ISHARES TR

-0.61%

Shares17.7K

Event2026-03-31

Filed2026-05-08

TFI

SPDR SERIES TRUST

0.51%

Shares155.9K

Event2026-03-31

Filed2026-05-08

IJR

ISHARES TR

6.66%

Shares55.1K

Event2026-03-31

Filed2026-05-08

AGZD

WISDOMTREE TR

5.68%

Shares300.6K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

48.71%

Shares23.3K

Event2026-03-31

Filed2026-05-08

ISCF

ISHARES TR

-1.28%

Shares158.9K

Event2026-03-31

Filed2026-05-08

VEA

VANGUARD TAX-MANAGED FDS

-6.14%

Shares102.2K

Event2026-03-31

Filed2026-05-08

VTV

VANGUARD INDEX FDS

-0.14%

Shares33.3K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

6.55%

Shares22.3K

Event2026-03-31

Filed2026-05-08

IWS

ISHARES TR

-6.83%

Shares43.1K

Event2026-03-31

Filed2026-05-08

IWP

ISHARES TR

5.83%

Shares48.5K

Event2026-03-31

Filed2026-05-08

INVESCO INDIA EXCHANGE-TRADE

2.07%

Shares299.0K

Event2026-03-31

Filed2026-05-08

EMXC

ISHARES INC

20.16%

Shares77.6K

Event2026-03-31

Filed2026-05-08

FNDA

SCHWAB STRATEGIC TR

-3.85%

Shares183.0K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

-7.04%

Shares19.8K

Event2026-03-31

Filed2026-05-08

MUB

ISHARES TR

4.53%

Shares50.8K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

55.20%

Shares18.5K

Event2026-03-31

Filed2026-05-08

SLYV

SPDR SERIES TRUST

-6.04%

Shares55.6K

Event2026-03-31

Filed2026-05-08

SHM

SPDR SERIES TRUST

3.08%

Shares109.3K

Event2026-03-31

Filed2026-05-08

PGX

INVESCO EXCH TRADED FD TR II

2.04%

Shares480.1K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

9.56%

Shares8.6K

Event2026-03-31

Filed2026-05-08

VWO

VANGUARD INTL EQUITY INDEX F

0.31%

Shares95.1K

Event2026-03-31

Filed2026-05-08

PECO

PHILLIPS EDISON & CO INC

-0.39%

Shares136.4K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

173.73%

Shares20.7K

Event2026-03-31

Filed2026-05-08

META

META PLATFORMS INC

4.62%

Shares8.5K

Event2026-03-31

Filed2026-05-08

FPEI

FIRST TR EXCH TRADED FD III

13.33%

Shares248.4K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

-2.84%

Shares7.0K

Event2026-03-31

Filed2026-05-08

OEF

ISHARES TR

-3.10%

Shares14.2K

Event2026-03-31

Filed2026-05-08

DIVO

AMPLIFY ETF TR

7.40%

Shares99.2K

Event2026-03-31

Filed2026-05-08

VGT

VANGUARD WORLD FD

1.97%

Shares6.3K

Event2026-03-31

Filed2026-05-08

GSLC

GOLDMAN SACHS ETF TR

1.23%

Shares35.2K

Event2026-03-31

Filed2026-05-08

SLYG

SPDR SERIES TRUST

-6.66%

Shares45.1K

Event2026-03-31

Filed2026-05-08

EFG

ISHARES TR

-1.48%

Shares38.6K

Event2026-03-31

Filed2026-05-08

SWAN

AMPLIFY ETF TR

6.15%

Shares135.2K

Event2026-03-31

Filed2026-05-08

YLD

PRINCIPAL EXCHANGE TRADED FD

12.49%

Shares221.2K

Event2026-03-31

Filed2026-05-08

PULS

PGIM ETF TR

34.00%

Shares84.3K

Event2026-03-31

Filed2026-05-08

SCHD

SCHWAB STRATEGIC TR

1.29%

Shares132.0K

Event2026-03-31

Filed2026-05-08

ABBV

ABBVIE INC

14.05%

Shares18.1K

Event2026-03-31

Filed2026-05-08

RVNU

DBX ETF TR

3.43%

Shares158.9K

Event2026-03-31

Filed2026-05-08

BROADCOM INC

4.53%

Shares12.6K

Event2026-03-31

Filed2026-05-08

VTEB

VANGUARD MUN BD FDS

-2.99%

Shares77.1K

Event2026-03-31

Filed2026-05-08

GWX

SPDR INDEX SHS FDS

-0.73%

Shares87.1K

Event2026-03-31

Filed2026-05-08

EFA

ISHARES TR

-2.70%

Shares37.5K

Event2026-03-31

Filed2026-05-08

PZA

INVESCO EXCH TRADED FD TR II

-5.74%

Shares157.1K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

9.22%

Shares3.9K

Event2026-03-31

Filed2026-05-08

GILD

GILEAD SCIENCES INC

0.70%

Shares25.5K

Event2026-03-31

Filed2026-05-08

VUG

VANGUARD INDEX FDS

0.39%

Shares8.0K

Event2026-03-31

Filed2026-05-08

TSLA

TESLA INC

11.41%

Shares9.3K

Event2026-03-31

Filed2026-05-08

PJUL

INNOVATOR ETFS TRUST

-0.04%

Shares74.4K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

12.96%

Shares20.1K

Event2026-03-31

Filed2026-05-08

SCHM

SCHWAB STRATEGIC TR

0.70%

Shares107.5K

Event2026-03-31

Filed2026-05-08

BKLN

INVESCO EXCH TRADED FD TR II

-1.67%

Shares162.5K

Event2026-03-31

Filed2026-05-08

HYG

ISHARES TR

-1.09%

Shares38.4K

Event2026-03-31

Filed2026-05-08

MERCK & CO INC

16.97%

Shares24.0K

Event2026-03-31

Filed2026-05-08

SGOV

ISHARES TR

-4.41%

Shares27.9K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

1.75%

Shares5.8K

Event2026-03-31

Filed2026-05-08

ORCL

ORACLE CORP

32.55%

Shares18.7K

Event2026-03-31

Filed2026-05-08

VTI

VANGUARD INDEX FDS

1.63%

Shares8.5K

Event2026-03-31

Filed2026-05-08

SPYD

SPDR SERIES TRUST

12.86%

Shares58.8K

Event2026-03-31

Filed2026-05-08

VLUE

ISHARES TR

6.18%

Shares18.6K

Event2026-03-31

Filed2026-05-08

SPEM

SPDR INDEX SHS FDS

-3.87%

Shares53.6K

Event2026-03-31

Filed2026-05-08

SCHA

SCHWAB STRATEGIC TR

-4.66%

Shares82.2K

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR

10.88%

Shares4.0K

Event2026-03-31

Filed2026-05-08

MPC

MARATHON PETE CORP

0.95%

Shares9.1K

Event2026-03-31

Filed2026-05-08

FLBL

FRANKLIN TEMPLETON ETF TR

12.47%

Shares96.0K

Event2026-03-31

Filed2026-05-08

PLTR

PALANTIR TECHNOLOGIES INC

20.00%

Shares15.0K

Event2026-03-31

Filed2026-05-08

AGG

ISHARES TR

-1.22%

Shares21.8K

Event2026-03-31

Filed2026-05-08

IWN

ISHARES TR

-9.07%

Shares11.3K

Event2026-03-31

Filed2026-05-08

XLG

INVESCO EXCHANGE TRADED FD T

-3.13%

Shares38.7K

Event2026-03-31

Filed2026-05-08

AXP

AMERICAN EXPRESS CO

0.95%

Shares6.9K

Event2026-03-31

Filed2026-05-08

EVSM

MORGAN STANLEY ETF TRUST

102.04%

Shares41.1K

Event2026-03-31

Filed2026-05-08

PUTNAM ETF TRUST

0.45%

Shares225.5K

Event2026-03-31

Filed2026-05-08

SPYG

SPDR SERIES TRUST

12.29%

Shares20.5K

Event2026-03-31

Filed2026-05-08

NFLX

NETFLIX INC.

-2.62%

Shares20.1K

Event2026-03-31

Filed2026-05-08

EFV

ISHARES TR

-1.84%

Shares25.5K

Event2026-03-31

Filed2026-05-08

JMUB

J P MORGAN EXCHANGE TRADED F

-6.57%

Shares37.3K

Event2026-03-31

Filed2026-05-08

QUS

SPDR SERIES TRUST

-2.28%

Shares10.8K

Event2026-03-31

Filed2026-05-08

LUMN

LUMEN TECHNOLOGIES INC

21.39%

Shares261.3K

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC

10.87%

Shares14.6K

Event2026-03-31

Filed2026-05-08

CAT

CATERPILLAR INC

20.25%

Shares2.6K

Event2026-03-31

Filed2026-05-08

UPS

UNITED PARCEL SVCS INC

-3.16%

Shares18.2K

Event2026-03-31

Filed2026-05-08

IWO

ISHARES TR

-2.64%

Shares5.6K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

5.58%

Shares6.0K

Event2026-03-31

Filed2026-05-08

FBND

FIDELITY MERRIMACK STR TR

-4.97%

Shares37.6K

Event2026-03-31

Filed2026-05-08

DWX

SPDR INDEX SHS FDS

13.14%

Shares37.2K

Event2026-03-31

Filed2026-05-08

IMCG

ISHARES TR

10.38%

Shares21.5K

Event2026-03-31

Filed2026-05-08

ENERGY TRANSFER L P

0.03%

Shares85.8K

Event2026-03-31

Filed2026-05-08

TLT

ISHARES TR

-10.67%

Shares19.0K

Event2026-03-31

Filed2026-05-08

XLP

SELECT SECTOR SPDR TR

14.45%

Shares19.6K

Event2026-03-31

Filed2026-05-08

VISA INC

0.66%

Shares5.3K

Event2026-03-31

Filed2026-05-08

COST

COSTCO WHOLESALE CORPORATION

11.74%

Shares1.6K

Event2026-03-31

Filed2026-05-08

MFDX

PIMCO EQUITY SER

-7.70%

Shares38.9K

Event2026-03-31

Filed2026-05-08

INDA

ISHARES TR

42.96%

Shares33.1K

Event2026-03-31

Filed2026-05-08

MUNI

PIMCO ETF TR

6.55%

Shares29.3K

Event2026-03-31

Filed2026-05-08

HOME DEPOT INC

-4.20%

Shares4.6K

Event2026-03-31

Filed2026-05-08

XLK

SELECT SECTOR SPDR TR

15.66%

Shares10.9K

Event2026-03-31

Filed2026-05-08

IBM

INTERNATIONAL BUSINESS MACHS

31.19%

Shares6.0K

Event2026-03-31

Filed2026-05-08

XLE

SELECT SECTOR SPDR TR

6.41%

Shares23.6K

Event2026-03-31

Filed2026-05-08

XYLD

GLOBAL X FDS

9.40%

Shares36.4K

Event2026-03-31

Filed2026-05-08

IWD

ISHARES TR

-21.10%

Shares6.6K

Event2026-03-31

Filed2026-05-08

TJX

TJX COS INC NEW

0.52%

Shares8.8K

Event2026-03-31

Filed2026-05-08

COCA COLA CO

6.44%

Shares18.5K

Event2026-03-31

Filed2026-05-08

SRLN

SSGA ACTIVE ETF TR

15.77%

Shares34.6K

Event2026-03-31

Filed2026-05-08

CVX

CHEVRON CORPORATION

26.47%

Shares6.7K

Event2026-03-31

Filed2026-05-08

EPD

ENTERPRISE PRODS PARTNERS L

1.72%

Shares34.9K

Event2026-03-31

Filed2026-05-08

VIG

VANGUARD SPECIALIZED FUNDS

0.05%

Shares6.1K

Event2026-03-31

Filed2026-05-08

QEFA

SPDR INDEX SHS FDS

5.11%

Shares13.8K

Event2026-03-31

Filed2026-05-08

AT&T INC

3.45%

Shares44.1K

Event2026-03-31

Filed2026-05-08

XLV

SELECT SECTOR SPDR TR

14.54%

Shares8.6K

Event2026-03-31

Filed2026-05-08

PROCTER & GAMBLE CO

1.80%

Shares8.6K

Event2026-03-31

Filed2026-05-08

AMD

ADVANCED MICRO DEVICES INC

25.66%

Shares6.1K

Event2026-03-31

Filed2026-05-08

HYMB

SPDR SERIES TRUST

2.03%

Shares49.8K

Event2026-03-31

Filed2026-05-08

MMC

MARSH & MCLENNAN COS INC

0.34%

Shares7.0K

Event2026-03-31

Filed2026-05-08

SUB

ISHARES TR

-7.77%

Shares11.3K

Event2026-03-31

Filed2026-05-08

CSCO

CISCO SYS INC

47.97%

Shares14.9K

Event2026-03-31

Filed2026-05-08

ISHARES GOLD TR

16.35%

Shares12.8K

Event2026-03-31

Filed2026-05-08

QYLD

GLOBAL X FDS

13.56%

Shares65.1K

Event2026-03-31

Filed2026-05-08

HYZD

WISDOMTREE TR

1.17%

Shares49.4K

Event2026-03-31

Filed2026-05-08

MLN

VANECK ETF TRUST

-2.84%

Shares61.9K

Event2026-03-31

Filed2026-05-08

GE AEROSPACE

8.66%

Shares3.7K

Event2026-03-31

Filed2026-05-08

SOXX

ISHARES TR

3.35%

Shares3.1K

Event2026-03-31

Filed2026-05-08

PHB

INVESCO EXCH TRADED FD TR II

2.10%

Shares57.3K

Event2026-03-31

Filed2026-05-08

IEMG

ISHARES INC

0.34%

Shares14.5K

Event2026-03-31

Filed2026-05-08

LAM RESEARCH CORP

35.50%

Shares4.6K

Event2026-03-31

Filed2026-05-08

ESGD

ISHARES TR

0.58%

Shares10.2K

Event2026-03-31

Filed2026-05-08

XLU

SELECT SECTOR SPDR TR

3.54%

Shares21.1K

Event2026-03-31

Filed2026-05-08

MASTERCARD INCORPORATED

0.31%

Shares1.9K

Event2026-03-31

Filed2026-05-08

QUAL

ISHARES TR

18.59%

Shares4.9K

Event2026-03-31

Filed2026-05-08

CMCSA

COMCAST CORP NEW

106.23%

Shares32.7K

Event2026-03-31

Filed2026-05-08

SCHK

SCHWAB STRATEGIC TR

-2.38%

Shares29.9K

Event2026-03-31

Filed2026-05-08

VXUS

VANGUARD STAR FDS

1.33%

Shares12.1K

Event2026-03-31

Filed2026-05-08

VERIZON COMMUNICATIONS INC

6.13%

Shares18.4K

Event2026-03-31

Filed2026-05-08

ROCKET LAB CORP

42.99%

Shares14.2K

Event2026-03-31

Filed2026-05-08

LMT

LOCKHEED MARTIN CORP

0.68%

Shares1.5K

Event2026-03-31

Filed2026-05-08

IWM

ISHARES TR

-5.95%

Shares3.6K

Event2026-03-31

Filed2026-05-08

STT

STATE STR CORP

1.90%

Shares7.1K

Event2026-03-31

Filed2026-05-08

IWL

ISHARES TR

-9.51%

Shares5.6K

Event2026-03-31

Filed2026-05-08

PFEB

INNOVATOR ETFS TRUST

New

Shares22.3K

Event2026-03-31

Filed2026-05-08

GLD

SPDR GOLD TR

22.70%

Shares2.0K

Event2026-03-31

Filed2026-05-08

VPU

VANGUARD WORLD FD

7.69%

Shares4.4K

Event2026-03-31

Filed2026-05-08

DGRO

ISHARES TR

25.94%

Shares12.3K

Event2026-03-31

Filed2026-05-08

XLY

SELECT SECTOR SPDR TR

11.52%

Shares7.9K

Event2026-03-31

Filed2026-05-08

BOEING CO

-7.84%

Shares4.3K

Event2026-03-31

Filed2026-05-08

VONG

VANGUARD SCOTTSDALE FDS

-10.13%

Shares7.8K

Event2026-03-31

Filed2026-05-08

MICRON TECHNOLOGY INC

25.01%

Shares2.5K

Event2026-03-31

Filed2026-05-08

MCD

MCDONALDS CORP

0.26%

Shares2.8K

Event2026-03-31

Filed2026-05-08

EUAD

SPINNAKER ETF SERIES

New

Shares20.8K

Event2026-03-31

Filed2026-05-08

RTX

RTX CORPORATION

1.47%

Shares4.3K

Event2026-03-31

Filed2026-05-08

ARISTA NETWORKS INC

46.51%

Shares6.7K

Event2026-03-31

Filed2026-05-08

UAPR

INNOVATOR ETFS TRUST

0.00%

Shares24.6K

Event2026-03-31

Filed2026-05-08

NULV

NUSHARES ETF TR

1.70%

Shares17.9K

Event2026-03-31

Filed2026-05-08

EMHY

ISHARES INC

15.74%

Shares20.6K

Event2026-03-31

Filed2026-05-08

PARKER-HANNIFIN CORP

209.93%

Shares905

Event2026-03-31

Filed2026-05-08

MGK

VANGUARD WORLD FD

21.58%

Shares2.2K

Event2026-03-31

Filed2026-05-08

CRWD

CROWDSTRIKE HLDGS INC

39.82%

Shares2.0K

Event2026-03-31

Filed2026-05-08

INTC

INTEL CORP

42.07%

Shares17.9K

Event2026-03-31

Filed2026-05-08

GEV

GE VERNOVA INC

9.65%

Shares886

Event2026-03-31

Filed2026-05-08

KLAC

KLA CORP

44.57%

Shares519

Event2026-03-31

Filed2026-05-08

VGIT

VANGUARD SCOTTSDALE FDS

-6.63%

Shares12.5K

Event2026-03-31

Filed2026-05-08

PFF

ISHARES TR

-5.70%

Shares24.4K

Event2026-03-31

Filed2026-05-08

IBIT

ISHARES BITCOIN TRUST ETF

21.86%

Shares19.1K

Event2026-03-31

Filed2026-05-08

BITMINE IMMERSION TECNOLOGIE

200.96%

Shares36.6K

Event2026-03-31

Filed2026-05-08

XLI

SELECT SECTOR SPDR TR

23.59%

Shares4.5K

Event2026-03-31

Filed2026-05-08

BAC

BANK AMERICA CORP

2.51%

Shares14.7K

Event2026-03-31

Filed2026-05-08

SCZ

ISHARES TR

-16.46%

Shares9.1K

Event2026-03-31

Filed2026-05-08

PLANET LABS PBC

43.03%

Shares25.3K

Event2026-03-31

Filed2026-05-08

CTAS

CINTAS CORP

1.05%

Shares4.1K

Event2026-03-31

Filed2026-05-08

AMAT

APPLIED MATLS INC

5.78%

Shares2.0K

Event2026-03-31

Filed2026-05-08

MMM

3M CO

-9.96%

Shares4.8K

Event2026-03-31

Filed2026-05-08

SUSA

ISHARES TR

-0.46%

Shares5.2K

Event2026-03-31

Filed2026-05-08

SBUX

STARBUCKS CORP

13.43%

Shares7.6K

Event2026-03-31

Filed2026-05-08

SPAB

SPDR SERIES TRUST

-3.10%

Shares26.2K

Event2026-03-31

Filed2026-05-08

WFC

WELLS FARGO & CO

-8.73%

Shares8.4K

Event2026-03-31

Filed2026-05-08

PAUG

INNOVATOR ETFS TRUST

0.00%

Shares15.6K

Event2026-03-31

Filed2026-05-08

ACWX

ISHARES TR

0.00%

Shares9.7K

Event2026-03-31

Filed2026-05-08

SCHB

SCHWAB STRATEGIC TR

-1.58%

Shares25.9K

Event2026-03-31

Filed2026-05-08

COP

CONOCOPHILLIPS

14.35%

Shares4.9K

Event2026-03-31

Filed2026-05-08

BIV

VANGUARD BD INDEX FDS

4.80%

Shares8.1K

Event2026-03-31

Filed2026-05-08

TRANE TECHNOLOGIES PLC

-15.98%

Shares1.5K

Event2026-03-31

Filed2026-05-08

LQD

ISHARES TR

7.11%

Shares5.6K

Event2026-03-31

Filed2026-05-08

XLF

SELECT SECTOR SPDR TR

15.96%

Shares12.5K

Event2026-03-31

Filed2026-05-08

ACCENTURE PLC IRELAND

85.24%

Shares3.0K

Event2026-03-31

Filed2026-05-08

MAR

MARRIOTT INTL INC NEW

-0.05%

Shares1.8K

Event2026-03-31

Filed2026-05-08

XLC

SELECT SECTOR SPDR TR

9.58%

Shares5.4K

Event2026-03-31

Filed2026-05-08

PFE

PFIZER INC

-8.13%

Shares20.9K

Event2026-03-31

Filed2026-05-08

PANW

PALO ALTO NETWORKS INC

10.68%

Shares3.6K

Event2026-03-31

Filed2026-05-08

BND

VANGUARD BD INDEX FDS

22.77%

Shares7.9K

Event2026-03-31

Filed2026-05-08

PEP

PEPSICO INC

10.27%

Shares3.7K

Event2026-03-31

Filed2026-05-08

NEE

NEXTERA ENERGY INC

7.51%

Shares6.2K

Event2026-03-31

Filed2026-05-08

BIL

SPDR SERIES TRUST

3.45%

Shares6.2K

Event2026-03-31

Filed2026-05-08

COIN

COINBASE GLOBAL INC

63.24%

Shares3.3K

Event2026-03-31

Filed2026-05-08

UNH

UNITEDHEALTH GROUP INC

21.90%

Shares2.1K

Event2026-03-31

Filed2026-05-08

FNV

FRANCO NEV CORP

-0.04%

Shares2.3K

Event2026-03-31

Filed2026-05-08

TRMB

TRIMBLE INC

8.03%

Shares8.6K

Event2026-03-31

Filed2026-05-08

POCT

INNOVATOR ETFS TRUST

0.00%

Shares13.0K

Event2026-03-31

Filed2026-05-08

VSS

VANGUARD INTL EQUITY INDEX F

3.38%

Shares3.8K

Event2026-03-31

Filed2026-05-08

RDDT

REDDIT INC

70.01%

Shares4.0K

Event2026-03-31

Filed2026-05-08

ICVT

ISHARES TR

16.08%

Shares5.3K

Event2026-03-31

Filed2026-05-08

NET

CLOUDFLARE INC

35.21%

Shares2.6K

Event2026-03-31

Filed2026-05-08

VYM

VANGUARD WHITEHALL FDS

-1.57%

Shares3.6K

Event2026-03-31

Filed2026-05-08

DELL

DELL TECHNOLOGIES INC

9.25%

Shares3.3K

Event2026-03-31

Filed2026-05-08

NULG

NUSHARES ETF TR

-0.27%

Shares5.8K

Event2026-03-31

Filed2026-05-08

GOLDMAN SACHS GROUP INC

7.59%

Shares624

Event2026-03-31

Filed2026-05-08

SMLV

SPDR SERIES TRUST

11.30%

Shares3.9K

Event2026-03-31

Filed2026-05-08

GLDM

WORLD GOLD TR

0.25%

Shares5.6K

Event2026-03-31

Filed2026-05-08

IGIB

ISHARES TR

48.15%

Shares9.7K

Event2026-03-31

Filed2026-05-08

MEAR

ISHARES U S ETF TR

-3.07%

Shares10.2K

Event2026-03-31

Filed2026-05-08

CITIGROUP INC

8.41%

Shares4.4K

Event2026-03-31

Filed2026-05-08

DIS

DISNEY WALT CO

-1.46%

Shares5.1K

Event2026-03-31

Filed2026-05-08

DOW

DOW HLDGS INC

5.85%

Shares11.9K

Event2026-03-31

Filed2026-05-08

SPDW

SPDR INDEX SHS FDS

7.55%

Shares10.8K

Event2026-03-31

Filed2026-05-08

ULST

SSGA ACTIVE ETF TR

6.00%

Shares12.1K

Event2026-03-31

Filed2026-05-08

LQDH

ISHARES U S ETF TR

2.26%

Shares5.3K

Event2026-03-31

Filed2026-05-08

PSK

SPDR SERIES TRUST

-4.58%

Shares15.6K

Event2026-03-31

Filed2026-05-08

HYD

VANECK ETF TRUST

-2.36%

Shares9.6K

Event2026-03-31

Filed2026-05-08

APP

APPLOVIN CORP

25.42%

Shares1.2K

Event2026-03-31

Filed2026-05-08

EATON CORP PLC

10.71%

Shares1.3K

Event2026-03-31

Filed2026-05-08

USB

US BANCORP

-6.99%

Shares9.0K

Event2026-03-31

Filed2026-05-08

XME

SPDR SERIES TRUST

1.61%

Shares4.3K

Event2026-03-31

Filed2026-05-08

BKNG

BOOKING HOLDINGS INC

0.93%

Shares109

Event2026-03-31

Filed2026-05-08

PNOV

INNOVATOR ETFS TRUST

-0.85%

Shares11.2K

Event2026-03-31

Filed2026-05-08

RSPN

INVESCO EXCHANGE TRADED FD T

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-08

SHEL

SHELL PLC

4.95%

Shares4.8K

Event2026-03-31

Filed2026-05-08

VGSH

VANGUARD SCOTTSDALE FDS

6.58%

Shares7.7K

Event2026-03-31

Filed2026-05-08

WDC

WESTERN DIGITAL CORP

17.21%

Shares1.6K

Event2026-03-31

Filed2026-05-08

PMAY

INNOVATOR ETFS TRUST

0.00%

Shares11.0K

Event2026-03-31

Filed2026-05-08

IWB

ISHARES TR

-18.07%

Shares1.2K

Event2026-03-31

Filed2026-05-08

VIS

VANGUARD WORLD FD

7.19%

Shares1.4K

Event2026-03-31

Filed2026-05-08

PHILIP MORRIS INTL INC

-25.54%

Shares2.6K

Event2026-03-31

Filed2026-05-08

WASTE MGMT INC DEL

5.15%

Shares1.9K

Event2026-03-31

Filed2026-05-08

ADBE

ADOBE INC

25.76%

Shares1.8K

Event2026-03-31

Filed2026-05-08

AMGN

AMGEN INC

3.38%

Shares1.2K

Event2026-03-31

Filed2026-05-08

BNOV

INNOVATOR ETFS TRUST

-22.23%

Shares9.9K

Event2026-03-31

Filed2026-05-08

SPTI

SPDR SERIES TRUST

24.64%

Shares14.8K

Event2026-03-31

Filed2026-05-08

CINF

CINCINNATI FINL CORP

3.78%

Shares2.7K

Event2026-03-31

Filed2026-05-08

NOBL

PROSHARES TR

1.35%

Shares4.0K

Event2026-03-31

Filed2026-05-08

NTAP

NETAPP INC

34.40%

Shares4.0K

Event2026-03-31

Filed2026-05-08

QCOM

QUALCOMM INC

15.13%

Shares3.2K

Event2026-03-31

Filed2026-05-08

PSX

PHILLIPS 66

8.32%

Shares2.2K

Event2026-03-31

Filed2026-05-08

ADP

AUTOMATIC DATA PROCESSING IN

-1.34%

Shares2.0K

Event2026-03-31

Filed2026-05-08

LOW

LOWES COS INC

3.81%

Shares1.7K

Event2026-03-31

Filed2026-05-08

JEPI

J P MORGAN EXCHANGE TRADED F

-8.24%

Shares7.1K

Event2026-03-31

Filed2026-05-08

MSI

MOTOROLA SOLUTIONS INC

0.98%

Shares928

Event2026-03-31

Filed2026-05-08

MGC

VANGUARD WORLD FD

-8.83%

Shares1.7K

Event2026-03-31

Filed2026-05-08

ESGE

ISHARES INC

-0.55%

Shares8.8K

Event2026-03-31

Filed2026-05-08

GLOBE LIFE INC

0.14%

Shares2.9K

Event2026-03-31

Filed2026-05-08

PDEC

INNOVATOR ETFS TRUST

0.98%

Shares9.4K

Event2026-03-31

Filed2026-05-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC

10.38%

Shares1.2K

Event2026-03-31

Filed2026-05-08

FDX

FEDEX CORP

5.17%

Shares1.1K

Event2026-03-31

Filed2026-05-08

TMUS

T-MOBILE US INC

-16.21%

Shares1.9K

Event2026-03-31

Filed2026-05-08

FSCO

FS CREDIT OPPORTUNITIES CORP

-13.98%

Shares77.2K

Event2026-03-31

Filed2026-05-08

GLW

CORNING INC

4.15%

Shares2.9K

Event2026-03-31

Filed2026-05-08

LINDE PLC

59.80%

Shares783

Event2026-03-31

Filed2026-05-08

MORGAN STANLEY

8.81%

Shares2.3K

Event2026-03-31

Filed2026-05-08

MNA

NEW YORK LIFE INVESTMENTS ET

0.46%

Shares10.4K

Event2026-03-31

Filed2026-05-08

TTMI

TTM TECHNOLOGIES INC

New

Shares3.9K

Event2026-03-31

Filed2026-05-08

MARVELL TECHNOLOGY INC

New

Shares3.8K

Event2026-03-31

Filed2026-05-08

ISRG

INTUITIVE SURGICAL INC

35.71%

Shares817

Event2026-03-31

Filed2026-05-08

NOW

SERVICENOW INC

62.01%

Shares3.6K

Event2026-03-31

Filed2026-05-08

ADI

ANALOG DEVICES INC

-4.56%

Shares1.2K

Event2026-03-31

Filed2026-05-08

IJH

ISHARES TR

1.42%

Shares5.5K

Event2026-03-31

Filed2026-05-08

AEM

AGNICO EAGLE MINES LTD

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-08

NEM

NEWMONT CORP

7.16%

Shares3.4K

Event2026-03-31

Filed2026-05-08

SHYM

BLACKROCK ETF TRUST II

-5.77%

Shares16.7K

Event2026-03-31

Filed2026-05-08

GENERAL MTRS CO

13.10%

Shares4.9K

Event2026-03-31

Filed2026-05-08

CONSOLIDATED EDISON INC

-4.30%

Shares3.2K

Event2026-03-31

Filed2026-05-08

HOOD

ROBINHOOD MKTS INC

20.41%

Shares5.3K

Event2026-03-31

Filed2026-05-08

RSPH

INVESCO EXCHANGE TRADED FD T

-1.35%

Shares12.1K

Event2026-03-31

Filed2026-05-08

AXSM

AXSOME THERAPEUTICS INC.

-6.11%

Shares2.1K

Event2026-03-31

Filed2026-05-08

CEG

CONSTELLATION ENERGY CORP

5.58%

Shares1.3K

Event2026-03-31

Filed2026-05-08

VOOG

VANGUARD ADMIRAL FDS INC

10.04%

Shares877

Event2026-03-31

Filed2026-05-08

EMB

ISHARES TR

0.32%

Shares3.8K

Event2026-03-31

Filed2026-05-08

REZ

ISHARES TR

20.71%

Shares4.3K

Event2026-03-31

Filed2026-05-08

ABT

ABBOTT LABORATORIES

1.18%

Shares3.4K

Event2026-03-31

Filed2026-05-08

INVESCO EXCHANGE TRADED FD T

-0.80%

Shares7.5K

Event2026-03-31

Filed2026-05-08

VRT

VERTIV HOLDINGS CO

New

Shares1.4K

Event2026-03-31

Filed2026-05-08

IGSB

ISHARES TR

-21.50%

Shares6.7K

Event2026-03-31

Filed2026-05-08

BLACKROCK INC

4.60%

Shares364

Event2026-03-31

Filed2026-05-08

IUSV

ISHARES TR

-0.64%

Shares3.4K

Event2026-03-31

Filed2026-05-08

XCEM

COLUMBIA ETF TR II

-0.27%

Shares8.5K

Event2026-03-31

Filed2026-05-08

SMIN

ISHARES TR

66.91%

Shares5.8K

Event2026-03-31

Filed2026-05-08

ALTRIA GROUP INC

10.51%

Shares5.2K

Event2026-03-31

Filed2026-05-08

ICE

INTERCONTINENTAL EXCHANGE IN

19.04%

Shares2.2K

Event2026-03-31

Filed2026-05-08

PHYS

SPROTT ASSET MANAGEMENT LP

-82.38%

Shares9.7K

Event2026-03-31

Filed2026-05-08

THE CIGNA GROUP

10.79%

Shares1.3K

Event2026-03-31

Filed2026-05-08

COF

CAPITAL ONE FINL CORP

27.51%

Shares1.9K

Event2026-03-31

Filed2026-05-08

IVW

ISHARES TR

11.37%

Shares3.0K

Event2026-03-31

Filed2026-05-08

ONEY

SPDR SERIES TRUST

7.92%

Shares2.8K

Event2026-03-31

Filed2026-05-08

CRM

SALESFORCE INC

1.38%

Shares1.8K

Event2026-03-31

Filed2026-05-08

QDTE

ROUNDHILL ETF TRUST

12.40%

Shares12.0K

Event2026-03-31

Filed2026-05-08

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares8.4K

Event2026-03-31

Filed2026-05-08

TFC

TRUIST FINL CORP

39.04%

Shares7.1K

Event2026-03-31

Filed2026-05-08

OKE

ONEOK INC NEW

26.40%

Shares3.5K

Event2026-03-31

Filed2026-05-08

TIP

ISHARES TR

-3.84%

Shares2.9K

Event2026-03-31

Filed2026-05-08

VOX

VANGUARD WORLD FD

-0.06%

Shares1.8K

Event2026-03-31

Filed2026-05-08

SCHW

SCHWAB CHARLES CORP

-0.24%

Shares3.4K

Event2026-03-31

Filed2026-05-08

FBTC

FIDELITY WISE ORIGIN BITCOIN

5.85%

Shares5.4K

Event2026-03-31

Filed2026-05-08

SHYG

ISHARES TR

-6.56%

Shares7.5K

Event2026-03-31

Filed2026-05-08

DLS

WISDOMTREE TR

11.50%

Shares3.8K

Event2026-03-31

Filed2026-05-08

MAYT

AIM ETF PRODUCTS TRUST

0.00%

Shares8.4K

Event2026-03-31

Filed2026-05-08

APH

AMPHENOL CORP

8.16%

Shares2.5K

Event2026-03-31

Filed2026-05-08

TXN

TEXAS INSTRS INC

19.33%

Shares1.6K

Event2026-03-31

Filed2026-05-08

ROK

ROCKWELL AUTOMATION INC

New

Shares865

Event2026-03-31

Filed2026-05-08

SPYM

SPDR SERIES TRUST

14.66%

Shares4.0K

Event2026-03-31

Filed2026-05-08

INTU

INTUIT

21.06%

Shares707

Event2026-03-31

Filed2026-05-08

BLACKSTONE INC

1.14%

Shares2.7K

Event2026-03-31

Filed2026-05-08

XLB

SELECT SECTOR SPDR TR

29.89%

Shares6.1K

Event2026-03-31

Filed2026-05-08

REALTY INCOME CORP

9.67%

Shares4.9K

Event2026-03-31

Filed2026-05-08

NBIS

NEBIUS GROUP N.V.

New

Shares2.9K

Event2026-03-31

Filed2026-05-08

MPWR

MONOLITHIC PWR SYS INC

5.36%

Shares275

Event2026-03-31

Filed2026-05-08

CTVA

CORTEVA INC

10.61%

Shares3.6K

Event2026-03-31

Filed2026-05-08

VNQ

VANGUARD INDEX FDS

7.09%

Shares3.4K

Event2026-03-31

Filed2026-05-08

EMGF

ISHARES INC

4.33%

Shares4.9K

Event2026-03-31

Filed2026-05-08

KMI

KINDER MORGAN INC DEL

4.74%

Shares8.8K

Event2026-03-31

Filed2026-05-08

BMY

BRISTOL-MYERS SQUIBB CO

-17.61%

Shares4.9K

Event2026-03-31

Filed2026-05-08

DEM

WISDOMTREE TR

10.85%

Shares5.9K

Event2026-03-31

Filed2026-05-08

RCL

ROYAL CARIBBEAN GROUP

-4.87%

Shares1.1K

Event2026-03-31

Filed2026-05-08

UNP

UNION PAC CORP

8.56%

Shares1.2K

Event2026-03-31

Filed2026-05-08

HPE

HEWLETT PACKARD ENTERPRISE C

27.07%

Shares12.1K

Event2026-03-31

Filed2026-05-08

VCIT

VANGUARD SCOTTSDALE FDS

-27.31%

Shares3.5K

Event2026-03-31

Filed2026-05-08

TMO

THERMO FISHER SCIENTIFIC INC

26.68%

Shares584

Event2026-03-31

Filed2026-05-08

EQIX

EQUINIX INC

New

Shares289

Event2026-03-31

Filed2026-05-08

KTOS

KRATOS DEFENSE & SEC SOLUTIO

New

Shares4.0K

Event2026-03-31

Filed2026-05-08

BANK NEW YORK MELLON CORP

9.57%

Shares2.4K

Event2026-03-31

Filed2026-05-08

SHYD

VANECK ETF TRUST

2.19%

Shares12.3K

Event2026-03-31

Filed2026-05-08

DOCN

DIGITALOCEAN HLDGS INC

New

Shares3.2K

Event2026-03-31

Filed2026-05-08

CVS

CVS HEALTH CORP

5.38%

Shares3.8K

Event2026-03-31

Filed2026-05-08

JEPQ

J P MORGAN EXCHANGE TRADED F

27.79%

Shares4.9K

Event2026-03-31

Filed2026-05-08

ASTRAZENECA PLC

New

Shares1.4K

Event2026-03-31

Filed2026-05-08

NUMV

NUSHARES ETF TR

0.07%

Shares6.9K

Event2026-03-31

Filed2026-05-08

VHT

VANGUARD WORLD FD

5.03%

Shares981

Event2026-03-31

Filed2026-05-08

HYS

PIMCO ETF TR

-6.49%

Shares2.9K

Event2026-03-31

Filed2026-05-08

SYK

STRYKER CORPORATION

3.51%

Shares796

Event2026-03-31

Filed2026-05-08

AFL

AFLAC INC

7.08%

Shares2.4K

Event2026-03-31

Filed2026-05-08

TRV

TRAVELERS COMPANIES INC

-0.11%

Shares880

Event2026-03-31

Filed2026-05-08

IVOO

VANGUARD ADMIRAL FDS INC

New

Shares2.2K

Event2026-03-31

Filed2026-05-08

MDLZ

MONDELEZ INTL INC

0.27%

Shares4.4K

Event2026-03-31

Filed2026-05-08

CHAT

TIDAL TRUST II

New

Shares4.1K

Event2026-03-31

Filed2026-05-08

QQQM

INVESCO EXCH TRADED FD TR II

1.73%

Shares1.1K

Event2026-03-31

Filed2026-05-08

YOU

CLEAR SECURE INC

New

Shares5.1K

Event2026-03-31

Filed2026-05-08

PSEP

INNOVATOR ETFS TRUST

0.00%

Shares5.8K

Event2026-03-31

Filed2026-05-08

ITOT

ISHARES TR

New

Shares1.7K

Event2026-03-31

Filed2026-05-08

ALL

ALLSTATE CORP

18.21%

Shares1.2K

Event2026-03-31

Filed2026-05-08

PGR

PROGRESSIVE CORP

12.74%

Shares1.2K

Event2026-03-31

Filed2026-05-08

RKT

ROCKET COS INC

32.77%

Shares17.1K

Event2026-03-31

Filed2026-05-08

NUSC

NUSHARES ETF TR

-1.44%

Shares5.4K

Event2026-03-31

Filed2026-05-08

TSN

TYSON FOODS INC

-12.99%

Shares3.7K

Event2026-03-31

Filed2026-05-08

NSC

NORFOLK SOUTHN CORP

17.94%

Shares835

Event2026-03-31

Filed2026-05-08

FTXG

FIRST TR EXCHANGE TRADED FD

New

Shares10.8K

Event2026-03-31

Filed2026-05-08

IDXX

IDEXX LABS INC

2.43%

Shares422

Event2026-03-31

Filed2026-05-08

ASTS

AST SPACEMOBILE INC

New

Shares2.9K

Event2026-03-31

Filed2026-05-08

KMB

KIMBERLY-CLARK CORP

New

Shares2.4K

Event2026-03-31

Filed2026-05-08

OMC

OMNICOM GROUP INC

8.67%

Shares3.1K

Event2026-03-31

Filed2026-05-08

MSTR

STRATEGY INC

1.25%

Shares1.9K

Event2026-03-31

Filed2026-05-08

NOC

NORTHROP GRUMMAN CORP

New

Shares336

Event2026-03-31

Filed2026-05-08

USMV

ISHARES TR

0.29%

Shares2.5K

Event2026-03-31

Filed2026-05-08

VRSN

VERISIGN INC

New

Shares913

Event2026-03-31

Filed2026-05-08

UCON

FIRST TR EXCHNG TRADED FD VI

-5.01%

Shares9.1K

Event2026-03-31

Filed2026-05-08

DEERE & CO

New

Shares400

Event2026-03-31

Filed2026-05-08

FLHY

FRANKLIN TEMPLETON ETF TR

-5.19%

Shares9.3K

Event2026-03-31

Filed2026-05-08

IWR

ISHARES TR

7.34%

Shares2.3K

Event2026-03-31

Filed2026-05-08

EMR

EMERSON ELEC CO

7.53%

Shares1.7K

Event2026-03-31

Filed2026-05-08

FTSL

FIRST TR EXCHANGE-TRADED FD

-5.28%

Shares4.9K

Event2026-03-31

Filed2026-05-08

CMI

CUMMINS INC

-5.83%

Shares404

Event2026-03-31

Filed2026-05-08

PAPR

INNOVATOR ETFS TRUST

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-08

CHE

CHEMED CORP NEW

-2.39%

Shares572

Event2026-03-31

Filed2026-05-08

SSRM

SSR MINING IN

New

Shares7.3K

Event2026-03-31

Filed2026-05-08

NUBD

NUSHARES ETF TR

2.56%

Shares9.6K

Event2026-03-31

Filed2026-05-08

UBER

UBER TECHNOLOGIES INC

6.58%

Shares2.9K

Event2026-03-31

Filed2026-05-08

WMB

WILLIAMS COS INC

New

Shares2.9K

Event2026-03-31

Filed2026-05-08

DLR

DIGITAL RLTY TR INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-08

XBI

SPDR SERIES TRUST

New

Shares1.6K

Event2026-03-31

Filed2026-05-08

CRDO

CREDO TECHNOLOGY GROUP HOLDI

New

Shares2.2K

Event2026-03-31

Filed2026-05-08

NUMG

NUSHARES ETF TR

9.29%

Shares5.0K

Event2026-03-31

Filed2026-05-08

NKE

NIKE INC

-44.72%

Shares3.8K

Event2026-03-31

Filed2026-05-08

LHX

L3HARRIS TECHNOLOGIES INC

New

Shares587

Event2026-03-31

Filed2026-05-08

TER

TERADYNE INC

New

Shares683

Event2026-03-31

Filed2026-05-08

FORD MTR CO

-1.03%

Shares17.5K

Event2026-03-31

Filed2026-05-08

SPIP

SPDR SERIES TRUST

-8.50%

Shares7.8K

Event2026-03-31

Filed2026-05-08

TGT

TARGET CORP

New

Shares1.7K

Event2026-03-31

Filed2026-05-08

BROADRIDGE FINL SOLUTIONS IN

20.65%

Shares1.2K

Event2026-03-31

Filed2026-05-08

GENERAL DYNAMICS CORP

New

Shares583

Event2026-03-31

Filed2026-05-08

OUSTER INC

New

Shares10.7K

Event2026-03-31

Filed2026-05-08

AEVA TECHNOLOGIES INC

New

Shares14.2K

Event2026-03-31

Filed2026-05-08

PTY

PIMCO CORPORATE & INCOME OPP

-0.01%

Shares15.3K

Event2026-03-31

Filed2026-05-08

RIVN

RIVIAN AUTOMOTIVE INC

New

Shares11.5K

Event2026-03-31

Filed2026-05-08

IBRX

IMMUNITYBIO INC

0.10%

Shares21.4K

Event2026-03-31

Filed2026-05-08

NVTS

NAVITAS SEMICONDUCTOR CORP

64.89%

Shares18.4K

Event2026-03-31

Filed2026-05-08

YYY

AMPLIFY ETF TR

New

Shares12.8K

Event2026-03-31

Filed2026-05-08

UAMY

UNITED STATES ANTIMONY CORP

New

Shares15.3K

Event2026-03-31

Filed2026-05-08

SERV

SERVE ROBOTICS INC

-7.31%

Shares15.7K

Event2026-03-31

Filed2026-05-08

KOPN

KOPIN CORP

139.42%

Shares55.0K

Event2026-03-31

Filed2026-05-08

SCHMID GROUP N.V.

New

Shares22.6K

Event2026-03-31

Filed2026-05-08

HLN

HALEON PLC

-24.38%

Shares10.3K

Event2026-03-31

Filed2026-05-08

LPTH

LIGHTPATH TECHNOLOGIES INC

New

Shares10.2K

Event2026-03-31

Filed2026-05-08

OPTX

SYNTEC OPTICS HLDGS INC

New

Shares14.0K

Event2026-03-31

Filed2026-05-08

OSS

ONE STOP SYS INC

-0.01%

Shares12.7K

Event2026-03-31

Filed2026-05-08

PLUG

PLUG PWR INC

New

Shares37.1K

Event2026-03-31

Filed2026-05-08

LTRX

LANTRONIX INC

New

Shares15.4K

Event2026-03-31

Filed2026-05-08

FIP

FTAI INFRASTRUCTURE INC

New

Shares14.9K

Event2026-03-31

Filed2026-05-08

OPRX

OPTIMIZERX CORP

New

Shares10.4K

Event2026-03-31

Filed2026-05-08

ACHR

ARCHER AVIATION INC

-0.68%

Shares10.4K

Event2026-03-31

Filed2026-05-08

IAUX

I-80 GOLD CORP

-19.83%

Shares35.0K

Event2026-03-31

Filed2026-05-08

CGTX

COGNITION THERAPEUTICS INC

-5.61%

Shares70.0K

Event2026-03-31

Filed2026-05-08

VUZI

VUZIX CORP

New

Shares19.5K

Event2026-03-31

Filed2026-05-08

TTGT

TECHTARGET INC

New

Shares10.4K

Event2026-03-31

Filed2026-05-08

SES

SES AI CORPORATION

-49.41%

Shares10.6K

Event2026-03-31

Filed2026-05-08

ORBS

EIGHTCO HOLDINGS INC

New

Shares10.5K

Event2026-03-31

Filed2026-05-08

Call Option Holdings

LUMN Call CallLUMEN TECHNOLOGIES INC800 shares0.00%2026-03-312026-05-08

MSTR Call CallSTRATEGY INC100 shares0.00%2026-03-312026-05-08

NFLX Call CallNETFLIX INC.100 sharesnew addition2026-03-312026-05-08

SCHD Call CallSCHWAB STRATEGIC TR1.0K sharesnew addition2026-03-312026-05-08

RDDT Call CallREDDIT INC300 sharesnew addition2026-03-312026-05-08

LUMN Call

LUMEN TECHNOLOGIES INC

0.00%

Shares800

Event2026-03-31

Filed2026-05-08

MSTR Call

STRATEGY INC

0.00%

Shares100

Event2026-03-31

Filed2026-05-08

NFLX Call

NETFLIX INC.

New

Shares100

Event2026-03-31

Filed2026-05-08

SCHD Call

SCHWAB STRATEGIC TR

New

Shares1.0K

Event2026-03-31

Filed2026-05-08

RDDT Call

REDDIT INC

New

Shares300

Event2026-03-31

Filed2026-05-08

Put Option Holdings

No put option holdings data available