Sponsored
The Analysis of Meridian Wealth Management, LLC's Holdings & P&L
Currently, Meridian Wealth Management, LLC holds 762 types of securities in its portfolio with a total value $2.8B. In the most recent quarter, they have increased their positions in MU (+41.2K shares, valued at $13.9M), RDVY (+125.3K shares, valued at $8.6M), IWR (+79.0K shares, valued at $7.7M); decreased their positions in HOOD (-197.6K shares, valued at $13.7M), AMZN (-17.1K shares, valued at $3.6M), VOT (-12.9K shares, valued at $3.3M); initiated new positions in SAMT (+61.6K shares, valued at $2.4M), CNQ (+47.1K shares, valued at $2.3M), SMLF (+23.9K shares, valued at $1.8M).
1M P&L
+105.2M+3.82%
3M P&L
+5.0M+0.18%
HY P&L
+159.7M+5.92%
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
45.6%
2Semiconductors202.3M
8.2%
3Oil & Gas Integrated134.5M
5.4%
Top Industries by Stock Count
1N/A385 stocks
53.6%
2Software - Application18 stocks
2.5%
3Semiconductors13 stocks
1.8%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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NVDA
-1.89%NVIDIA CORPORATION
Shares786.9K
Event2026-03-31
Filed2026-05-06
XOM
1.19%EXXON MOBIL CORP
Shares684.5K
Event2026-03-31
Filed2026-05-06
AAPL
-1.46%APPLE INC
Shares422.5K
Event2026-03-31
Filed2026-05-06
INVESCO QQQ TR
2.83%INVESCO QQQ TR
Shares167.1K
Event2026-03-31
Filed2026-05-06
AMZN
-4.47%AMAZON COM INC
Shares366.7K
Event2026-03-31
Filed2026-05-06
SPY
5.90%STATE STR SPDR S&P 500 ETF T
Shares100.8K
Event2026-03-31
Filed2026-05-06
MSFT
-0.98%MICROSOFT CORP
Shares169.3K
Event2026-03-31
Filed2026-05-06
ALPHABET INC
-5.16%ALPHABET INC
Shares200.5K
Event2026-03-31
Filed2026-05-06
JPM
-1.95%JPMORGAN CHASE & CO
Shares193.1K
Event2026-03-31
Filed2026-05-06
BROADCOM INC
0.16%BROADCOM INC
Shares132.8K
Event2026-03-31
Filed2026-05-06
META
4.58%META PLATFORMS INC
Shares65.6K
Event2026-03-31
Filed2026-05-06
GLD
17.44%SPDR GOLD TR
Shares85.4K
Event2026-03-31
Filed2026-05-06
BERKSHIRE HATHAWAY INC DEL
6.24%BERKSHIRE HATHAWAY INC DEL
Shares76.2K
Event2026-03-31
Filed2026-05-06
IVV
-0.38%ISHARES TR
Shares45.5K
Event2026-03-31
Filed2026-05-06
VUG
-1.75%VANGUARD INDEX FDS
Shares65.3K
Event2026-03-31
Filed2026-05-06
ALPHABET INC
-4.05%ALPHABET INC
Shares96.5K
Event2026-03-31
Filed2026-05-06
SPMO
0.13%INVESCO EXCH TRADED FD TR II
Shares247.0K
Event2026-03-31
Filed2026-05-06
TSM
23.72%TAIWAN SEMICONDUCTOR MANUFAC
Shares81.6K
Event2026-03-31
Filed2026-05-06
TSLA
-1.14%TESLA INC
Shares71.2K
Event2026-03-31
Filed2026-05-06
VTV
2.37%VANGUARD INDEX FDS
Shares132.5K
Event2026-03-31
Filed2026-05-06
SCHG
2.61%SCHWAB STRATEGIC TR
Shares876.3K
Event2026-03-31
Filed2026-05-06
CAT
-9.65%CATERPILLAR INC
Shares32.8K
Event2026-03-31
Filed2026-05-06
SMTH
2.77%ALPS ETF TR
Shares855.3K
Event2026-03-31
Filed2026-05-06
WMT
5.41%WALMART INC
Shares174.0K
Event2026-03-31
Filed2026-05-06
BND
2.07%VANGUARD BD INDEX FDS
Shares277.7K
Event2026-03-31
Filed2026-05-06
VANGUARD INDEX FDS
9.98%VANGUARD INDEX FDS
Shares32.8K
Event2026-03-31
Filed2026-05-06
PLTR
-2.75%PALANTIR TECHNOLOGIES INC
Shares130.6K
Event2026-03-31
Filed2026-05-06
AER
7.02%AERCAP HOLDINGS NV
Shares138.3K
Event2026-03-31
Filed2026-05-06
COST
-1.88%COSTCO WHOLESALE CORPORATION
Shares18.1K
Event2026-03-31
Filed2026-05-06
VTI
0.89%VANGUARD INDEX FDS
Shares55.0K
Event2026-03-31
Filed2026-05-06
ABBV
1.60%ABBVIE INC
Shares76.4K
Event2026-03-31
Filed2026-05-06
VBR
2.95%VANGUARD INDEX FDS
Shares76.0K
Event2026-03-31
Filed2026-05-06
AMD
27.07%ADVANCED MICRO DEVICES INC
Shares79.8K
Event2026-03-31
Filed2026-05-06
MU
606.31%MICRON TECHNOLOGY INC
Shares48.0K
Event2026-03-31
Filed2026-05-06
CVX
-0.01%CHEVRON CORPORATION
Shares77.7K
Event2026-03-31
Filed2026-05-06
ISRG
-0.42%INTUITIVE SURGICAL INC
Shares33.9K
Event2026-03-31
Filed2026-05-06
SHOP
-9.67%SHOPIFY INC
Shares123.8K
Event2026-03-31
Filed2026-05-06
SCHF
1.90%SCHWAB STRATEGIC TR
Shares587.9K
Event2026-03-31
Filed2026-05-06
SPYV
0.76%SPDR SERIES TRUST
Shares255.3K
Event2026-03-31
Filed2026-05-06
IJH
0.50%ISHARES TR
Shares212.8K
Event2026-03-31
Filed2026-05-06
SLV
13.05%ISHARES SILVER TR
Shares205.2K
Event2026-03-31
Filed2026-05-06
KLAC
-1.27%KLA CORP
Shares9.5K
Event2026-03-31
Filed2026-05-06
SPYM
-3.71%SPDR SERIES TRUST
Shares180.2K
Event2026-03-31
Filed2026-05-06
JNJ
6.52%JOHNSON & JOHNSON
Shares56.4K
Event2026-03-31
Filed2026-05-06
DGRO
2.27%ISHARES TR
Shares193.1K
Event2026-03-31
Filed2026-05-06
IEFA
9.09%ISHARES TR
Shares148.2K
Event2026-03-31
Filed2026-05-06
BUFR
2.24%FIRST TR EXCHNG TRADED FD VI
Shares392.7K
Event2026-03-31
Filed2026-05-06
IBM
2.18%INTERNATIONAL BUSINESS MACHS
Shares53.8K
Event2026-03-31
Filed2026-05-06
LLY
0.13%ELI LILLY & CO
Shares13.8K
Event2026-03-31
Filed2026-05-06
GDX
-0.50%VANECK ETF TRUST
Shares132.1K
Event2026-03-31
Filed2026-05-06
AUSF
-13.61%GLOBAL X FDS
Shares250.5K
Event2026-03-31
Filed2026-05-06
SCHB
0.77%SCHWAB STRATEGIC TR
Shares470.8K
Event2026-03-31
Filed2026-05-06
HD
-4.73%HOME DEPOT INC
Shares35.0K
Event2026-03-31
Filed2026-05-06
XSMO
-10.22%INVESCO EXCHANGE TRADED FD T
Shares147.3K
Event2026-03-31
Filed2026-05-06
RTX
-1.83%RTX CORPORATION
Shares54.7K
Event2026-03-31
Filed2026-05-06
IWR
297.00%ISHARES TR
Shares105.6K
Event2026-03-31
Filed2026-05-06
SHV
4.79%ISHARES TR
Shares90.5K
Event2026-03-31
Filed2026-05-06
SYBT
0.00%STOCK YDS BANCORP INC
Shares150.0K
Event2026-03-31
Filed2026-05-06
XFIV
4.80%BONDBLOXX ETF TRUST
Shares195.9K
Event2026-03-31
Filed2026-05-06
SOXX
-4.53%ISHARES TR
Shares28.7K
Event2026-03-31
Filed2026-05-06
BIL
29.22%SPDR SERIES TRUST
Shares102.3K
Event2026-03-31
Filed2026-05-06
V
-2.68%VISA INC
Shares29.9K
Event2026-03-31
Filed2026-05-06
RDVY
2051.41%FIRST TR EXCHANGE TRADED FD
Shares131.4K
Event2026-03-31
Filed2026-05-06
IDMO
18.96%INVESCO EXCH TRADED FD TR II
Shares162.5K
Event2026-03-31
Filed2026-05-06
PEP
-0.37%PEPSICO INC
Shares56.0K
Event2026-03-31
Filed2026-05-06
TFLO
6.16%ISHARES TR
Shares170.7K
Event2026-03-31
Filed2026-05-06
MERCK & CO INC
-1.50%MERCK & CO INC
Shares71.7K
Event2026-03-31
Filed2026-05-06
MA
-2.51%MASTERCARD INCORPORATED
Shares16.8K
Event2026-03-31
Filed2026-05-06
PG
0.18%PROCTER & GAMBLE CO
Shares57.4K
Event2026-03-31
Filed2026-05-06
ASML
25.82%ASML HLDG NV
Shares6.2K
Event2026-03-31
Filed2026-05-06
ORCL
-8.57%ORACLE CORP
Shares55.3K
Event2026-03-31
Filed2026-05-06
SPYG
-12.56%SPDR SERIES TRUST
Shares82.7K
Event2026-03-31
Filed2026-05-06
XLV
90.78%SELECT SECTOR SPDR TR
Shares54.5K
Event2026-03-31
Filed2026-05-06
VCIT
1.39%VANGUARD SCOTTSDALE FDS
Shares96.3K
Event2026-03-31
Filed2026-05-06
NFLX
-8.60%NETFLIX INC.
Shares79.4K
Event2026-03-31
Filed2026-05-06
IGM
-0.13%ISHARES TR
Shares64.1K
Event2026-03-31
Filed2026-05-06
UNP
4.97%UNION PAC CORP
Shares31.0K
Event2026-03-31
Filed2026-05-06
SCHM
-0.05%SCHWAB STRATEGIC TR
Shares240.9K
Event2026-03-31
Filed2026-05-06
DE
-2.53%DEERE & CO
Shares13.0K
Event2026-03-31
Filed2026-05-06
SCHJ
-0.35%SCHWAB STRATEGIC TR
Shares293.6K
Event2026-03-31
Filed2026-05-06
IJR
4.02%ISHARES TR
Shares58.4K
Event2026-03-31
Filed2026-05-06
KMI
4.58%KINDER MORGAN INC DEL
Shares208.1K
Event2026-03-31
Filed2026-05-06
JMBS
12.93%JANUS DETROIT STR TR
Shares153.8K
Event2026-03-31
Filed2026-05-06
GE AEROSPACE
-3.30%GE AEROSPACE
Shares24.4K
Event2026-03-31
Filed2026-05-06
SCHA
0.49%SCHWAB STRATEGIC TR
Shares233.3K
Event2026-03-31
Filed2026-05-06
VIG
-1.77%VANGUARD SPECIALIZED FUNDS
Shares31.4K
Event2026-03-31
Filed2026-05-06
VEA
4.89%VANGUARD TAX-MANAGED FDS
Shares105.1K
Event2026-03-31
Filed2026-05-06
IQLT
-2.48%ISHARES TR
Shares143.0K
Event2026-03-31
Filed2026-05-06
CDX
-3.38%SIMPLIFY EXCHANGE TRADED FUN
Shares308.4K
Event2026-03-31
Filed2026-05-06
IWM
50.27%ISHARES TR
Shares25.7K
Event2026-03-31
Filed2026-05-06
VCSH
-13.51%VANGUARD SCOTTSDALE FDS
Shares79.9K
Event2026-03-31
Filed2026-05-06
GEV
2.80%GE VERNOVA INC
Shares7.1K
Event2026-03-31
Filed2026-05-06
PANW
8.77%PALO ALTO NETWORKS INC
Shares38.6K
Event2026-03-31
Filed2026-05-06
VRP
7.05%INVESCO EXCH TRADED FD TR II
Shares256.4K
Event2026-03-31
Filed2026-05-06
ARISTA NETWORKS INC
3.64%ARISTA NETWORKS INC
Shares49.1K
Event2026-03-31
Filed2026-05-06
KYN
4.25%KAYNE ANDERSON ENERGY INFRST
Shares409.3K
Event2026-03-31
Filed2026-05-06
EFA
10.04%ISHARES TR
Shares59.9K
Event2026-03-31
Filed2026-05-06
DIA
-0.47%STATE STR SPDR DOW JONES IND
Shares12.6K
Event2026-03-31
Filed2026-05-06
GILD
-0.35%GILEAD SCIENCES INC
Shares41.7K
Event2026-03-31
Filed2026-05-06
PWB
-2.56%INVESCO EXCHANGE TRADED FD T
Shares45.6K
Event2026-03-31
Filed2026-05-06
WCMI
4.56%FIRST TR EXCHANGE-TRADED FD
Shares339.0K
Event2026-03-31
Filed2026-05-06
NOC
-4.12%NORTHROP GRUMMAN CORP
Shares8.1K
Event2026-03-31
Filed2026-05-06
VB
-0.29%VANGUARD INDEX FDS
Shares21.8K
Event2026-03-31
Filed2026-05-06
IGSB
-1.89%ISHARES TR
Shares104.7K
Event2026-03-31
Filed2026-05-06
MAIN
2.96%MAIN STR CAP CORP
Shares101.2K
Event2026-03-31
Filed2026-05-06
CRWD
-15.49%CROWDSTRIKE HLDGS INC
Shares13.7K
Event2026-03-31
Filed2026-05-06
SCHV
0.88%SCHWAB STRATEGIC TR
Shares173.2K
Event2026-03-31
Filed2026-05-06
FE
6.98%FIRSTENERGY CORP
Shares104.2K
Event2026-03-31
Filed2026-05-06
RDDT
-1.32%REDDIT INC
Shares38.8K
Event2026-03-31
Filed2026-05-06
VYM
9.59%VANGUARD WHITEHALL FDS
Shares35.2K
Event2026-03-31
Filed2026-05-06
SO
-0.54%SOUTHERN CO
Shares54.0K
Event2026-03-31
Filed2026-05-06
CRM
20.20%SALESFORCE INC
Shares27.8K
Event2026-03-31
Filed2026-05-06
AMGN
0.27%AMGEN INC
Shares14.5K
Event2026-03-31
Filed2026-05-06
LVHI
9.58%LEGG MASON ETF INVT
Shares125.1K
Event2026-03-31
Filed2026-05-06
XLE
1.47%SELECT SECTOR SPDR TR
Shares82.2K
Event2026-03-31
Filed2026-05-06
QQQM
-9.17%INVESCO EXCH TRADED FD TR II
Shares20.8K
Event2026-03-31
Filed2026-05-06
HEQT
15.53%SIMPLIFY EXCHANGE TRADED FUN
Shares154.6K
Event2026-03-31
Filed2026-05-06
SMH
5.46%VANECK ETF TRUST
Shares12.6K
Event2026-03-31
Filed2026-05-06
EMR
3.54%EMERSON ELEC CO
Shares36.1K
Event2026-03-31
Filed2026-05-06
SDVY
-2.27%FIRST TR EXCHANGE TRADED FD
Shares119.9K
Event2026-03-31
Filed2026-05-06
DHI
-1.54%D R HORTON INC
Shares33.8K
Event2026-03-31
Filed2026-05-06
NEE-PS
7.52%NEXTERA ENERGY INC
Shares81.4K
Event2026-03-31
Filed2026-05-06
IEF
5.26%ISHARES TR
Shares47.5K
Event2026-03-31
Filed2026-05-06
VPL
-1.29%VANGUARD INTL EQUITY INDEX F
Shares45.6K
Event2026-03-31
Filed2026-05-06
XME
48.50%SPDR SERIES TRUST
Shares40.8K
Event2026-03-31
Filed2026-05-06
DON
-1.35%WISDOMTREE TR
Shares83.2K
Event2026-03-31
Filed2026-05-06
VTEB
2.34%VANGUARD MUN BD FDS
Shares86.7K
Event2026-03-31
Filed2026-05-06
OEF
7.96%ISHARES TR
Shares13.0K
Event2026-03-31
Filed2026-05-06
LAMR
-1.32%LAMAR ADVERTISING CO
Shares32.3K
Event2026-03-31
Filed2026-05-06
ARCC
8.93%ARES CAPITAL CORP
Shares226.0K
Event2026-03-31
Filed2026-05-06
SCHD
5.04%SCHWAB STRATEGIC TR
Shares132.3K
Event2026-03-31
Filed2026-05-06
ORLY
-2.93%OREILLY AUTOMOTIVE INC
Shares43.5K
Event2026-03-31
Filed2026-05-06
EEM
2.98%ISHARES TR
Shares69.1K
Event2026-03-31
Filed2026-05-06
BE
290.97%BLOOM ENERGY CORP
Shares28.9K
Event2026-03-31
Filed2026-05-06
DFAC
-2.43%DIMENSIONAL ETF TRUST
Shares100.4K
Event2026-03-31
Filed2026-05-06
ACIO
73.11%ETF SER SOLUTIONS
Shares92.9K
Event2026-03-31
Filed2026-05-06
UNH
-10.59%UNITEDHEALTH GROUP INC
Shares14.3K
Event2026-03-31
Filed2026-05-06
MS
-0.04%MORGAN STANLEY
Shares23.6K
Event2026-03-31
Filed2026-05-06
SCHX
-1.00%SCHWAB STRATEGIC TR
Shares150.7K
Event2026-03-31
Filed2026-05-06
PROFESIONALLY MANAGED PORTFO
0.00%PROFESIONALLY MANAGED PORTFO
Shares58.3K
Event2026-03-31
Filed2026-05-06
PAVE
17.27%GLOBAL X FDS
Shares74.8K
Event2026-03-31
Filed2026-05-06
FTEC
0.65%FIDELITY COVINGTON TRUST
Shares18.2K
Event2026-03-31
Filed2026-05-06
DGT
10.36%SPDR SERIES TRUST
Shares22.3K
Event2026-03-31
Filed2026-05-06
DLR
-3.00%DIGITAL RLTY TR INC
Shares20.8K
Event2026-03-31
Filed2026-05-06
ING
-2.73%ING GROEP N.V.
Shares143.7K
Event2026-03-31
Filed2026-05-06
AXSM
1.38%AXSOME THERAPEUTICS INC.
Shares22.0K
Event2026-03-31
Filed2026-05-06
AMAT
-3.47%APPLIED MATLS INC
Shares10.8K
Event2026-03-31
Filed2026-05-06
FV
0.00%FIRST TR EXCHANGE TRADED FD
Shares61.0K
Event2026-03-31
Filed2026-05-06
XLK
62.01%SELECT SECTOR SPDR TR
Shares27.6K
Event2026-03-31
Filed2026-05-06
XTRE
14.96%BONDBLOXX ETF TRUST
Shares73.7K
Event2026-03-31
Filed2026-05-06
FEZ
1.84%SPDR INDEX SHS FDS
Shares57.8K
Event2026-03-31
Filed2026-05-06
NET
-11.65%CLOUDFLARE INC
Shares17.3K
Event2026-03-31
Filed2026-05-06
IWF
-6.65%ISHARES TR
Shares8.3K
Event2026-03-31
Filed2026-05-06
ARES
0.58%ARES MANAGEMENT CORPORATION
Shares32.3K
Event2026-03-31
Filed2026-05-06
BSV
-7.31%VANGUARD BD INDEX FDS
Shares44.8K
Event2026-03-31
Filed2026-05-06
INVESCO EXCHANGE TRADED FD T
36.91%INVESCO EXCHANGE TRADED FD T
Shares18.3K
Event2026-03-31
Filed2026-05-06
IYW
-9.84%ISHARES TR
Shares19.3K
Event2026-03-31
Filed2026-05-06
LAM RESEARCH CORP
1.83%LAM RESEARCH CORP
Shares16.4K
Event2026-03-31
Filed2026-05-06
VO
7.44%VANGUARD INDEX FDS
Shares12.1K
Event2026-03-31
Filed2026-05-06
XSVN
10.76%BONDBLOXX ETF TRUST
Shares73.0K
Event2026-03-31
Filed2026-05-06
KO
2.05%COCA COLA CO
Shares45.4K
Event2026-03-31
Filed2026-05-06
HYG
18.85%ISHARES TR
Shares43.4K
Event2026-03-31
Filed2026-05-06
TLT
-2.19%ISHARES TR
Shares39.7K
Event2026-03-31
Filed2026-05-06
CITIGROUP INC
3.04%CITIGROUP INC
Shares29.7K
Event2026-03-31
Filed2026-05-06
MARVELL TECHNOLOGY INC
8.13%MARVELL TECHNOLOGY INC
Shares33.8K
Event2026-03-31
Filed2026-05-06
BMY
6.67%BRISTOL-MYERS SQUIBB CO
Shares55.1K
Event2026-03-31
Filed2026-05-06
FNDX
0.01%SCHWAB STRATEGIC TR
Shares119.6K
Event2026-03-31
Filed2026-05-06
DUKE ENERGY CORP NEW
58.03%DUKE ENERGY CORP NEW
Shares25.3K
Event2026-03-31
Filed2026-05-06
CGGR
2.13%CAPITAL GROUP GROWTH ETF
Shares82.1K
Event2026-03-31
Filed2026-05-06
VEU
1.23%VANGUARD INTL EQUITY INDEX F
Shares43.5K
Event2026-03-31
Filed2026-05-06
SOXQ
62.53%INVESCO EXCH TRADED FD TR II
Shares53.9K
Event2026-03-31
Filed2026-05-06
IREN
-1.49%IREN LIMITED
Shares93.8K
Event2026-03-31
Filed2026-05-06
SDOG
-2.05%ALPS ETF TR
Shares47.1K
Event2026-03-31
Filed2026-05-06
GRNY
-0.52%TIDAL TRUST I
Shares127.7K
Event2026-03-31
Filed2026-05-06
MDY
2.22%STATE STR SPDR S&P MIDCAP 40
Shares4.9K
Event2026-03-31
Filed2026-05-06
APH
-4.67%AMPHENOL CORP
Shares23.2K
Event2026-03-31
Filed2026-05-06
VRT
31.77%VERTIV HOLDINGS CO
Shares11.7K
Event2026-03-31
Filed2026-05-06
QXO
7.42%QXO INC
Shares149.1K
Event2026-03-31
Filed2026-05-06
PEG
-1.92%PUBLIC SVC ENTERPRISE GROUP
Shares35.6K
Event2026-03-31
Filed2026-05-06
VZ
1.94%VERIZON COMMUNICATIONS INC
Shares55.9K
Event2026-03-31
Filed2026-05-06
SGOV
13.39%ISHARES TR
Shares27.7K
Event2026-03-31
Filed2026-05-06
EDV
1.30%VANGUARD WORLD FD
Shares42.9K
Event2026-03-31
Filed2026-05-06
LOW
-1.26%LOWES COS INC
Shares11.8K
Event2026-03-31
Filed2026-05-06
XLY
16.44%SELECT SECTOR SPDR TR
Shares25.5K
Event2026-03-31
Filed2026-05-06
LMT
5.44%LOCKHEED MARTIN CORP
Shares4.6K
Event2026-03-31
Filed2026-05-06
SPGI
-6.71%S&P GLOBAL INC
Shares6.5K
Event2026-03-31
Filed2026-05-06
IWP
-47.20%ISHARES TR
Shares21.3K
Event2026-03-31
Filed2026-05-06
VWO
4.24%VANGUARD INTL EQUITY INDEX F
Shares49.6K
Event2026-03-31
Filed2026-05-06
CGDV
-0.79%CAPITAL GROUP DIVIDEND VALUE
Shares62.1K
Event2026-03-31
Filed2026-05-06
XLF
17.81%SELECT SECTOR SPDR TR
Shares52.5K
Event2026-03-31
Filed2026-05-06
CGCB
-0.13%CAPITAL GRP FIXED INCM ETF T
Shares98.8K
Event2026-03-31
Filed2026-05-06
VOE
19.86%VANGUARD INDEX FDS
Shares14.0K
Event2026-03-31
Filed2026-05-06
PFE
23.51%PFIZER INC
Shares91.5K
Event2026-03-31
Filed2026-05-06
DRI
0.16%DARDEN RESTAURANTS INC
Shares13.1K
Event2026-03-31
Filed2026-05-06
WAT
-0.33%WATERS CORP
Shares8.6K
Event2026-03-31
Filed2026-05-06
TJX
-5.05%TJX COS INC NEW
Shares15.9K
Event2026-03-31
Filed2026-05-06
XLU
15.90%SELECT SECTOR SPDR TR
Shares55.1K
Event2026-03-31
Filed2026-05-06
EPI
-30.84%WISDOMTREE TR
Shares61.8K
Event2026-03-31
Filed2026-05-06
FI
-15.27%FISERV INC
Shares45.0K
Event2026-03-31
Filed2026-05-06
VYMI
22.21%VANGUARD WHITEHALL FDS
Shares26.5K
Event2026-03-31
Filed2026-05-06
SAMT
NewADVISORS INNER CIRCLE FD III
Shares61.6K
Event2026-03-31
Filed2026-05-06
IOO
-1.94%ISHARES TR
Shares20.0K
Event2026-03-31
Filed2026-05-06
GOVT
22.92%ISHARES TR
Shares105.3K
Event2026-03-31
Filed2026-05-06
QUAL
5.49%ISHARES TR
Shares12.5K
Event2026-03-31
Filed2026-05-06
PH
30.57%PARKER-HANNIFIN CORP
Shares2.7K
Event2026-03-31
Filed2026-05-06
PPA
2.46%INVESCO EXCHANGE TRADED FD T
Shares14.4K
Event2026-03-31
Filed2026-05-06
PM
-5.38%PHILIP MORRIS INTL INC
Shares14.4K
Event2026-03-31
Filed2026-05-06
BA
-2.10%BOEING CO
Shares11.9K
Event2026-03-31
Filed2026-05-06
EQH
-1.36%EQUITABLE HLDGS INC
Shares63.6K
Event2026-03-31
Filed2026-05-06
CGUS
-0.87%CAPITAL GROUP CORE EQUITY ET
Shares60.9K
Event2026-03-31
Filed2026-05-06
UPS
88.48%UNITED PARCEL SVCS INC
Shares23.6K
Event2026-03-31
Filed2026-05-06
BAC
-26.59%BANK AMERICA CORP
Shares47.5K
Event2026-03-31
Filed2026-05-06
CNQ
NewCANADIAN NAT RES LTD MED TER
Shares47.1K
Event2026-03-31
Filed2026-05-06
GS
6.59%GOLDMAN SACHS GROUP INC
Shares2.7K
Event2026-03-31
Filed2026-05-06
SFLR
35.35%INNOVATOR ETFS TRUST
Shares62.9K
Event2026-03-31
Filed2026-05-06
CFG
2.45%CITIZENS FINL GROUP INC
Shares37.0K
Event2026-03-31
Filed2026-05-06
WFC
106.54%WELLS FARGO & CO
Shares27.8K
Event2026-03-31
Filed2026-05-06
MCD
-7.25%MCDONALDS CORP
Shares7.1K
Event2026-03-31
Filed2026-05-06
T
2.17%AT&T INC
Shares75.7K
Event2026-03-31
Filed2026-05-06
VGT
-0.83%VANGUARD WORLD FD
Shares3.1K
Event2026-03-31
Filed2026-05-06
IBDU
5.38%ISHARES TR
Shares92.0K
Event2026-03-31
Filed2026-05-06
CSCO
9.03%CISCO SYS INC
Shares27.4K
Event2026-03-31
Filed2026-05-06
FNF
-0.17%FIDELITY NATL FINL INC
Shares45.7K
Event2026-03-31
Filed2026-05-06
SUB
-0.23%ISHARES TR
Shares19.8K
Event2026-03-31
Filed2026-05-06
DFAI
70.54%DIMENSIONAL ETF TRUST
Shares53.5K
Event2026-03-31
Filed2026-05-06
IBDV
4.31%ISHARES TR
Shares95.1K
Event2026-03-31
Filed2026-05-06
IWS
36.53%ISHARES TR
Shares14.2K
Event2026-03-31
Filed2026-05-06
VOT
-61.91%VANGUARD INDEX FDS
Shares7.9K
Event2026-03-31
Filed2026-05-06
AXP
5.08%AMERICAN EXPRESS CO
Shares6.8K
Event2026-03-31
Filed2026-05-06
PFF
104.61%ISHARES TR
Shares67.3K
Event2026-03-31
Filed2026-05-06
CGGO
-1.06%CAPITAL GROUP GBL GROWTH EQT
Shares58.5K
Event2026-03-31
Filed2026-05-06
FAST
0.43%FASTENAL CO
Shares41.7K
Event2026-03-31
Filed2026-05-06
AGG
-21.14%ISHARES TR
Shares19.3K
Event2026-03-31
Filed2026-05-06
IEV
0.00%ISHARES TR
Shares28.2K
Event2026-03-31
Filed2026-05-06
WM
1.14%WASTE MGMT INC DEL
Shares8.2K
Event2026-03-31
Filed2026-05-06
SCIO
41.02%FIRST TR EXCHANGE-TRADED FD
Shares91.1K
Event2026-03-31
Filed2026-05-06
EATON CORP PLC
-17.80%EATON CORP PLC
Shares5.2K
Event2026-03-31
Filed2026-05-06
CDNS
-4.49%CADENCE DESIGN SYSTEM INC
Shares6.5K
Event2026-03-31
Filed2026-05-06
IJK
-1.95%ISHARES TR
Shares18.0K
Event2026-03-31
Filed2026-05-06
ITB
7.52%ISHARES TR
Shares20.0K
Event2026-03-31
Filed2026-05-06
SMLF
NewISHARES TR
Shares23.9K
Event2026-03-31
Filed2026-05-06
XLP
9.34%SELECT SECTOR SPDR TR
Shares22.0K
Event2026-03-31
Filed2026-05-06
WMS
NewADVANCED DRAIN SYS INC DEL
Shares13.1K
Event2026-03-31
Filed2026-05-06
SSO
2.15%PROSHARES TR
Shares34.6K
Event2026-03-31
Filed2026-05-06
MCK
30.49%MCKESSON CORP
Shares2.0K
Event2026-03-31
Filed2026-05-06
BINC
422.83%BLACKROCK ETF TRUST II
Shares34.0K
Event2026-03-31
Filed2026-05-06
VDE
-0.44%VANGUARD WORLD FD
Shares10.1K
Event2026-03-31
Filed2026-05-06
MUB
-0.15%ISHARES TR
Shares16.5K
Event2026-03-31
Filed2026-05-06
IWY
-0.77%ISHARES TR
Shares7.0K
Event2026-03-31
Filed2026-05-06
IBDW
14.90%ISHARES TR
Shares82.8K
Event2026-03-31
Filed2026-05-06
QLD
7.72%PROSHARES TR
Shares28.2K
Event2026-03-31
Filed2026-05-06
CGCV
-0.19%CAPITAL GROUP CONSERVATIVE E
Shares57.6K
Event2026-03-31
Filed2026-05-06
EMXC
-16.85%ISHARES INC
Shares21.8K
Event2026-03-31
Filed2026-05-06
DRSK
46.37%ETF SER SOLUTIONS
Shares62.5K
Event2026-03-31
Filed2026-05-06
GPIX
23.13%GOLDMAN SACHS ETF TR
Shares33.9K
Event2026-03-31
Filed2026-05-06
BK
-2.79%BANK NEW YORK MELLON CORP
Shares14.3K
Event2026-03-31
Filed2026-05-06
VXUS
0.37%VANGUARD STAR FDS
Shares21.9K
Event2026-03-31
Filed2026-05-06
EA SERIES TRUST
NewEA SERIES TRUST
Shares34.6K
Event2026-03-31
Filed2026-05-06
IWB
0.09%ISHARES TR
Shares4.7K
Event2026-03-31
Filed2026-05-06
BKNG
-28.99%BOOKING HOLDINGS INC
Shares387
Event2026-03-31
Filed2026-05-06
DAL
5.44%DELTA AIR LINES INC
Shares24.4K
Event2026-03-31
Filed2026-05-06
DVY
-2.05%ISHARES TR
Shares10.6K
Event2026-03-31
Filed2026-05-06
KR
4.97%KROGER CO
Shares21.9K
Event2026-03-31
Filed2026-05-06
IWO
3.09%ISHARES TR
Shares5.0K
Event2026-03-31
Filed2026-05-06
COWZ
14.53%PACER FDS TR
Shares25.2K
Event2026-03-31
Filed2026-05-06
SPDW
-1.90%SPDR INDEX SHS FDS
Shares34.2K
Event2026-03-31
Filed2026-05-06
MGK
1.18%VANGUARD WORLD FD
Shares4.2K
Event2026-03-31
Filed2026-05-06
ABT
4.58%ABBOTT LABORATORIES
Shares15.0K
Event2026-03-31
Filed2026-05-06
GSLC
-29.90%GOLDMAN SACHS ETF TR
Shares12.2K
Event2026-03-31
Filed2026-05-06
JEPI
2.40%J P MORGAN EXCHANGE TRADED F
Shares26.6K
Event2026-03-31
Filed2026-05-06
MMKT
57.48%TEXAS CAPITAL FUNDS TRUST
Shares14.9K
Event2026-03-31
Filed2026-05-06
MAR
0.73%MARRIOTT INTL INC NEW
Shares4.6K
Event2026-03-31
Filed2026-05-06
FRDM
NewEA SERIES TRUST
Shares27.3K
Event2026-03-31
Filed2026-05-06
IWN
-9.63%ISHARES TR
Shares7.8K
Event2026-03-31
Filed2026-05-06
GPIQ
21.95%GOLDMAN SACHS ETF TR
Shares29.9K
Event2026-03-31
Filed2026-05-06
JHPI
1.13%JOHN HANCOCK EXCHANGE TRADED
Shares64.6K
Event2026-03-31
Filed2026-05-06
HON
5.99%HONEYWELL INTL INC
Shares6.4K
Event2026-03-31
Filed2026-05-06
PNC
1.29%PNC FINL SVCS GROUP INC
Shares7.0K
Event2026-03-31
Filed2026-05-06
IEMG
23.10%ISHARES INC
Shares20.8K
Event2026-03-31
Filed2026-05-06
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares7.4K
Event2026-03-31
Filed2026-05-06
TFC
7.31%TRUIST FINL CORP
Shares31.5K
Event2026-03-31
Filed2026-05-06
DIS
-5.89%DISNEY WALT CO
Shares15.0K
Event2026-03-31
Filed2026-05-06
CGCP
-5.61%CAPITAL GRP FIXED INCM ETF T
Shares64.5K
Event2026-03-31
Filed2026-05-06
SBUX
2.90%STARBUCKS CORP
Shares16.1K
Event2026-03-31
Filed2026-05-06
QCOM
-8.06%QUALCOMM INC
Shares11.0K
Event2026-03-31
Filed2026-05-06
NOBL
9.61%PROSHARES TR
Shares13.5K
Event2026-03-31
Filed2026-05-06
AVUV
5.03%AMERICAN CENTY ETF TR
Shares12.8K
Event2026-03-31
Filed2026-05-06
CGW
5.76%INVESCO EXCH TRADED FD TR II
Shares22.0K
Event2026-03-31
Filed2026-05-06
APP
-1.78%APPLOVIN CORP
Shares3.5K
Event2026-03-31
Filed2026-05-06
FBCG
0.00%FIDELITY COVINGTON TRUST
Shares28.0K
Event2026-03-31
Filed2026-05-06
NLR
NewVANECK ETF TRUST
Shares10.5K
Event2026-03-31
Filed2026-05-06
IXN
-11.87%ISHARES TR
Shares13.9K
Event2026-03-31
Filed2026-05-06
ET
-4.85%ENERGY TRANSFER L P
Shares71.9K
Event2026-03-31
Filed2026-05-06
AVLV
-17.92%AMERICAN CENTY ETF TR
Shares17.1K
Event2026-03-31
Filed2026-05-06
FITB
12.81%FIFTH THIRD BANCORP
Shares29.7K
Event2026-03-31
Filed2026-05-06
VBK
-2.24%VANGUARD INDEX FDS
Shares4.5K
Event2026-03-31
Filed2026-05-06
SCMB
1.19%SCHWAB STRATEGIC TR
Shares53.8K
Event2026-03-31
Filed2026-05-06
NEE
-4.62%NEXTERA ENERGY INC
Shares14.7K
Event2026-03-31
Filed2026-05-06
NVS
1.50%NOVARTIS AG
Shares8.9K
Event2026-03-31
Filed2026-05-06
AEP
28.89%AMERICAN ELEC PWR CO INC
Shares10.4K
Event2026-03-31
Filed2026-05-06
DBEF
6.93%DBX ETF TR
Shares27.5K
Event2026-03-31
Filed2026-05-06
VV
-3.36%VANGUARD INDEX FDS
Shares4.5K
Event2026-03-31
Filed2026-05-06
XLI
25.97%SELECT SECTOR SPDR TR
Shares8.4K
Event2026-03-31
Filed2026-05-06
DIVO
-5.28%AMPLIFY ETF TR
Shares30.2K
Event2026-03-31
Filed2026-05-06
SPYD
0.18%SPDR SERIES TRUST
Shares29.6K
Event2026-03-31
Filed2026-05-06
VGSH
-0.65%VANGUARD SCOTTSDALE FDS
Shares22.6K
Event2026-03-31
Filed2026-05-06
PSA
1.93%PUBLIC STORAGE OPER CO
Shares4.9K
Event2026-03-31
Filed2026-05-06
ETV
8.51%EATON VANCE TAX-MANAGED BUY-
Shares96.0K
Event2026-03-31
Filed2026-05-06
SPSM
11.19%SPDR SERIES TRUST
Shares26.7K
Event2026-03-31
Filed2026-05-06
GENERAL DYNAMICS CORP
2.20%GENERAL DYNAMICS CORP
Shares3.8K
Event2026-03-31
Filed2026-05-06
SILJ
NewAMPLIFY ETF TR
Shares43.1K
Event2026-03-31
Filed2026-05-06
DIVI
NewFRANKLIN TEMPLETON ETF TR
Shares32.1K
Event2026-03-31
Filed2026-05-06
BP
0.85%BP PLC
Shares27.1K
Event2026-03-31
Filed2026-05-06
D
11.80%DOMINION ENERGY INC
Shares20.4K
Event2026-03-31
Filed2026-05-06
SHLD
14.03%GLOBAL X FDS
Shares17.8K
Event2026-03-31
Filed2026-05-06
IWD
-0.79%ISHARES TR
Shares5.9K
Event2026-03-31
Filed2026-05-06
FNCL
-12.76%FIDELITY COVINGTON TRUST
Shares17.6K
Event2026-03-31
Filed2026-05-06
CB
13.53%CHUBB LTD SWITZ
Shares3.8K
Event2026-03-31
Filed2026-05-06
GLDM
-1.59%WORLD GOLD TR
Shares13.2K
Event2026-03-31
Filed2026-05-06
PGR
-39.05%PROGRESSIVE CORP
Shares6.1K
Event2026-03-31
Filed2026-05-06
GBTC
-1.40%GRAYSCALE BITCOIN TRUST ETF
Shares22.5K
Event2026-03-31
Filed2026-05-06
FDIS
18.55%FIDELITY COVINGTON TRUST
Shares12.6K
Event2026-03-31
Filed2026-05-06
FLMI
12.16%FRANKLIN TEMPLETON ETF TR
Shares47.4K
Event2026-03-31
Filed2026-05-06
MO
14.87%ALTRIA GROUP INC
Shares17.8K
Event2026-03-31
Filed2026-05-06
VTEC
0.00%VANGUARD CALIF TAX FREE FDS
Shares11.7K
Event2026-03-31
Filed2026-05-06
CASY
4.81%CASEYS GEN STORES INC
Shares1.6K
Event2026-03-31
Filed2026-05-06
TSCO
-16.19%TRACTOR SUPPLY CO
Shares25.4K
Event2026-03-31
Filed2026-05-06
VNQ
5.20%VANGUARD INDEX FDS
Shares12.9K
Event2026-03-31
Filed2026-05-06
BOXX
51.00%EA SERIES TRUST
Shares9.7K
Event2026-03-31
Filed2026-05-06
TXN
0.03%TEXAS INSTRS INC
Shares5.8K
Event2026-03-31
Filed2026-05-06
FXI
NewISHARES TR
Shares31.2K
Event2026-03-31
Filed2026-05-06
FBTC
-11.12%FIDELITY WISE ORIGIN BITCOIN
Shares18.8K
Event2026-03-31
Filed2026-05-06
MPC
-2.99%MARATHON PETE CORP
Shares4.5K
Event2026-03-31
Filed2026-05-06
EVT
0.60%EATON VANCE TAX ADVT DIV INC
Shares45.1K
Event2026-03-31
Filed2026-05-06
SYLD
1.33%CAMBRIA ETF TR
Shares14.6K
Event2026-03-31
Filed2026-05-06
IPKW
NewINVESCO EXCH TRADED FD TR II
Shares19.4K
Event2026-03-31
Filed2026-05-06
UBER
4.68%UBER TECHNOLOGIES INC
Shares15.1K
Event2026-03-31
Filed2026-05-06
CM
-0.55%CANADIAN IMPERIAL BANK OF CO
Shares11.4K
Event2026-03-31
Filed2026-05-06
ETB
3.99%EATON VANCE TAX MNGED BUY WR
Shares74.9K
Event2026-03-31
Filed2026-05-06
WPM
4.00%WHEATON PRECIOUS METALS CORP
Shares8.2K
Event2026-03-31
Filed2026-05-06
ITOT
0.39%ISHARES TR
Shares7.5K
Event2026-03-31
Filed2026-05-06
FCOM
5.13%FIDELITY COVINGTON TRUST
Shares15.5K
Event2026-03-31
Filed2026-05-06
CAH
4.65%CARDINAL HEALTH INC
Shares5.0K
Event2026-03-31
Filed2026-05-06
NOW
-41.71%SERVICENOW INC
Shares10.0K
Event2026-03-31
Filed2026-05-06
SPAB
-34.10%SPDR SERIES TRUST
Shares40.9K
Event2026-03-31
Filed2026-05-06
EFG
-3.05%ISHARES TR
Shares9.4K
Event2026-03-31
Filed2026-05-06
SSD
-6.22%SIMPSON MFG INC
Shares6.1K
Event2026-03-31
Filed2026-05-06
ISHARES GOLD TR
2.60%ISHARES GOLD TR
Shares11.8K
Event2026-03-31
Filed2026-05-06
FHLC
11.19%FIDELITY COVINGTON TRUST
Shares14.8K
Event2026-03-31
Filed2026-05-06
BSX
13.61%BOSTON SCIENTIFIC CORP
Shares16.5K
Event2026-03-31
Filed2026-05-06
IBIT
6.36%ISHARES BITCOIN TRUST ETF
Shares26.8K
Event2026-03-31
Filed2026-05-06
XLB
6.48%SELECT SECTOR SPDR TR
Shares20.4K
Event2026-03-31
Filed2026-05-06
SHEL
-4.22%SHELL PLC
Shares10.9K
Event2026-03-31
Filed2026-05-06
VXF
1.85%VANGUARD INDEX FDS
Shares4.9K
Event2026-03-31
Filed2026-05-06
ASCE
91.10%ALLSPRING EXCHANGE TRADED FU
Shares36.0K
Event2026-03-31
Filed2026-05-06
GDXJ
64.87%VANECK ETF TRUST
Shares8.3K
Event2026-03-31
Filed2026-05-06
MMM
6.08%3M CO
Shares6.8K
Event2026-03-31
Filed2026-05-06
ADBE
-2.19%ADOBE INC
Shares4.1K
Event2026-03-31
Filed2026-05-06
YUM
-5.51%YUM BRANDS INC
Shares6.3K
Event2026-03-31
Filed2026-05-06
MEDTRONIC PLC
7.32%MEDTRONIC PLC
Shares11.3K
Event2026-03-31
Filed2026-05-06
CGMU
27.82%CAPITAL GRP FIXED INCM ETF T
Shares36.0K
Event2026-03-31
Filed2026-05-06
TWLO
-0.93%TWILIO INC
Shares7.7K
Event2026-03-31
Filed2026-05-06
SCHO
346.98%SCHWAB STRATEGIC TR
Shares39.9K
Event2026-03-31
Filed2026-05-06
SOXL
-3.57%DIREXION SHARES ETF TRUST
Shares19.9K
Event2026-03-31
Filed2026-05-06
URI
0.08%UNITED RENTALS INC
Shares1.3K
Event2026-03-31
Filed2026-05-06
FIDU
-14.64%FIDELITY COVINGTON TRUST
Shares10.9K
Event2026-03-31
Filed2026-05-06
MELI
7.50%MERCADOLIBRE INC
Shares545
Event2026-03-31
Filed2026-05-06
CRWV
36.58%COREWEAVE INC
Shares12.1K
Event2026-03-31
Filed2026-05-06
HGER
8.99%HARBOR ETF TRUST
Shares30.1K
Event2026-03-31
Filed2026-05-06
F
11.77%FORD MTR CO
Shares80.3K
Event2026-03-31
Filed2026-05-06
BSMR
0.00%INVESCO EXCH TRD SLF IDX FD
Shares39.0K
Event2026-03-31
Filed2026-05-06
MGV
-0.14%VANGUARD WORLD FD
Shares6.3K
Event2026-03-31
Filed2026-05-06
GWW
8.18%WW GRAINGER INC
Shares833
Event2026-03-31
Filed2026-05-06
IXUS
0.40%ISHARES TR
Shares10.5K
Event2026-03-31
Filed2026-05-06
UPRO
NewPROSHARES TR
Shares9.3K
Event2026-03-31
Filed2026-05-06
BSMQ
0.00%INVESCO EXCH TRD SLF IDX FD
Shares37.8K
Event2026-03-31
Filed2026-05-06
BIV
2.09%VANGUARD BD INDEX FDS
Shares11.5K
Event2026-03-31
Filed2026-05-06
SPSB
NewSPDR SERIES TRUST
Shares29.4K
Event2026-03-31
Filed2026-05-06
LNG
12.45%CHENIERE ENERGY INC
Shares3.0K
Event2026-03-31
Filed2026-05-06
SCCO
4.35%SOUTHERN COPPER CORP
Shares5.0K
Event2026-03-31
Filed2026-05-06
IUSG
1.74%ISHARES TR
Shares5.5K
Event2026-03-31
Filed2026-05-06
SHY
-32.82%ISHARES TR
Shares10.3K
Event2026-03-31
Filed2026-05-06
XAR
-0.54%SPDR SERIES TRUST
Shares3.3K
Event2026-03-31
Filed2026-05-06
DVA
0.41%DAVITA INC
Shares5.4K
Event2026-03-31
Filed2026-05-06
FLRN
0.41%SPDR SERIES TRUST
Shares27.0K
Event2026-03-31
Filed2026-05-06
ZBH
9.75%ZIMMER BIOMET HOLDINGS INC
Shares9.2K
Event2026-03-31
Filed2026-05-06
EME
28.95%EMCOR GROUP INC
Shares1.1K
Event2026-03-31
Filed2026-05-06
ESGU
-2.06%ISHARES TR
Shares5.8K
Event2026-03-31
Filed2026-05-06
VPU
-1.44%VANGUARD WORLD FD
Shares4.1K
Event2026-03-31
Filed2026-05-06
ECL
-3.54%ECOLAB INC
Shares3.0K
Event2026-03-31
Filed2026-05-06
HEFA
-1.99%ISHARES TR
Shares18.9K
Event2026-03-31
Filed2026-05-06
PLD
12.79%PROLOGIS INC.
Shares6.0K
Event2026-03-31
Filed2026-05-06
REMX
20.67%VANECK ETF TRUST
Shares9.1K
Event2026-03-31
Filed2026-05-06
COP
0.37%CONOCOPHILLIPS
Shares6.0K
Event2026-03-31
Filed2026-05-06
LULU
-6.86%LULULEMON ATHLETICA INC
Shares5.2K
Event2026-03-31
Filed2026-05-06
CVS
14.96%CVS HEALTH CORP
Shares11.0K
Event2026-03-31
Filed2026-05-06
VLUE
2.87%ISHARES TR
Shares5.6K
Event2026-03-31
Filed2026-05-06
CGIC
0.00%CAPITAL GROUP INTERNATIONAL
Shares23.9K
Event2026-03-31
Filed2026-05-06
O
-1.17%REALTY INCOME CORP
Shares12.8K
Event2026-03-31
Filed2026-05-06
GSBD
-32.04%GOLDMAN SACHS BDC INC
Shares88.2K
Event2026-03-31
Filed2026-05-06
THE CIGNA GROUP
-5.43%THE CIGNA GROUP
Shares2.9K
Event2026-03-31
Filed2026-05-06
RCL
-32.49%ROYAL CARIBBEAN GROUP
Shares2.8K
Event2026-03-31
Filed2026-05-06
VTIP
-2.49%VANGUARD MALVERN FDS
Shares15.3K
Event2026-03-31
Filed2026-05-06
QQQI
-18.17%NEOS ETF TRUST
Shares15.3K
Event2026-03-31
Filed2026-05-06
PPG
-10.36%PPG INDS INC
Shares7.1K
Event2026-03-31
Filed2026-05-06
IVW
-1.38%ISHARES TR
Shares6.7K
Event2026-03-31
Filed2026-05-06
DEFR
30.32%ETF SER SOLUTIONS
Shares28.4K
Event2026-03-31
Filed2026-05-06
IAUM
2.02%ISHARES GOLD TR
Shares16.1K
Event2026-03-31
Filed2026-05-06
CBRE
-1.40%CBRE GROUP INC
Shares5.5K
Event2026-03-31
Filed2026-05-06
DSI
-0.94%ISHARES TR
Shares6.1K
Event2026-03-31
Filed2026-05-06
HOOD
-94.86%ROBINHOOD MKTS INC
Shares10.7K
Event2026-03-31
Filed2026-05-06
FLDR
-67.37%FIDELITY MERRIMACK STR TR
Shares14.7K
Event2026-03-31
Filed2026-05-06
NEM
-5.51%NEWMONT CORP
Shares6.8K
Event2026-03-31
Filed2026-05-06
ITW
-0.25%ILLINOIS TOOL WKS INC
Shares2.8K
Event2026-03-31
Filed2026-05-06
ACWX
26.37%ISHARES TR
Shares10.5K
Event2026-03-31
Filed2026-05-06
LINDE PLC
-44.10%LINDE PLC
Shares1.5K
Event2026-03-31
Filed2026-05-06
MOO
2.41%VANECK ETF TRUST
Shares8.5K
Event2026-03-31
Filed2026-05-06
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares1
Event2026-03-31
Filed2026-05-06
IYJ
-2.42%ISHARES TR
Shares4.8K
Event2026-03-31
Filed2026-05-06
CALI
0.00%BLACKROCK ETF TRUST II
Shares14.0K
Event2026-03-31
Filed2026-05-06
FBT
0.00%FIRST TR EXCHANGE-TRADED FD
Shares3.5K
Event2026-03-31
Filed2026-05-06
XLC
88.03%SELECT SECTOR SPDR TR
Shares6.3K
Event2026-03-31
Filed2026-05-06
IBB
-7.26%ISHARES TR
Shares4.2K
Event2026-03-31
Filed2026-05-06
TT
-4.72%TRANE TECHNOLOGIES PLC
Shares1.7K
Event2026-03-31
Filed2026-05-06
CL
-2.97%COLGATE PALMOLIVE CO
Shares8.2K
Event2026-03-31
Filed2026-05-06
SDY
-0.63%SPDR SERIES TRUST
Shares4.8K
Event2026-03-31
Filed2026-05-06
ARLP
21.80%ALLIANCE RESOURCE PARTNERS L
Shares25.0K
Event2026-03-31
Filed2026-05-06
AOA
0.00%ISHARES TR
Shares7.7K
Event2026-03-31
Filed2026-05-06
HAL
29.26%HALLIBURTON CO
Shares17.4K
Event2026-03-31
Filed2026-05-06
DBMF
66.68%LITMAN GREGORY FDS TR
Shares22.5K
Event2026-03-31
Filed2026-05-06
MTB
6.38%M & T BK CORP
Shares3.3K
Event2026-03-31
Filed2026-05-06
SYK
3.79%STRYKER CORPORATION
Shares2.1K
Event2026-03-31
Filed2026-05-06
STK
0.07%COLUMBIA SELIGM PREM TECH GR
Shares17.7K
Event2026-03-31
Filed2026-05-06
GRMN
-4.61%GARMIN LTD
Shares2.9K
Event2026-03-31
Filed2026-05-06
FDX
153.87%FEDEX CORP
Shares1.9K
Event2026-03-31
Filed2026-05-06
SPDR SERIES TRUST
-26.96%SPDR SERIES TRUST
Shares6.9K
Event2026-03-31
Filed2026-05-06
IYF
-8.38%ISHARES TR
Shares5.6K
Event2026-03-31
Filed2026-05-06
NSC
0.70%NORFOLK SOUTHN CORP
Shares2.3K
Event2026-03-31
Filed2026-05-06
DGX
0.00%QUEST DIAGNOSTICS INC
Shares3.4K
Event2026-03-31
Filed2026-05-06
GM
7.72%GENERAL MTRS CO
Shares8.7K
Event2026-03-31
Filed2026-05-06
MNST
25.53%MONSTER BEVERAGE CORP NEW
Shares9.0K
Event2026-03-31
Filed2026-05-06
TMO
6.48%THERMO FISHER SCIENTIFIC INC
Shares1.3K
Event2026-03-31
Filed2026-05-06
MTD
6.15%METTLER TOLEDO INTERNATIONAL
Shares518
Event2026-03-31
Filed2026-05-06
PKW
NewINVESCO EXCHANGE TRADED FD T
Shares4.9K
Event2026-03-31
Filed2026-05-06
SRE
-8.79%SEMPRA
Shares6.6K
Event2026-03-31
Filed2026-05-06
SCYB
47.63%SCHWAB STRATEGIC TR
Shares24.7K
Event2026-03-31
Filed2026-05-06
FXG
0.00%FIRST TR EXCHANGE-TRADED FD
Shares10.0K
Event2026-03-31
Filed2026-05-06
INTC
13.63%INTEL CORP
Shares14.6K
Event2026-03-31
Filed2026-05-06
VLO
74.95%VALERO ENERGY CORP
Shares2.6K
Event2026-03-31
Filed2026-05-06
ALL
21.05%ALLSTATE CORP
Shares3.1K
Event2026-03-31
Filed2026-05-06
IJT
-2.26%ISHARES TR
Shares4.4K
Event2026-03-31
Filed2026-05-06
BSMS
0.00%INVESCO EXCH TRD SLF IDX FD
Shares26.8K
Event2026-03-31
Filed2026-05-06
RF
0.39%REGIONS FINANCIAL CORP NEW
Shares24.0K
Event2026-03-31
Filed2026-05-06
NUE
-2.53%NUCOR CORP
Shares3.7K
Event2026-03-31
Filed2026-05-06
BSMT
0.00%INVESCO EXCH TRD SLF IDX FD
Shares27.0K
Event2026-03-31
Filed2026-05-06
FUMB
-12.09%FIRST TR EXCH TRADED FD III
Shares30.9K
Event2026-03-31
Filed2026-05-06
FTCS
2.07%FIRST TR EXCHANGE-TRADED FD
Shares6.7K
Event2026-03-31
Filed2026-05-06
IJJ
-5.99%ISHARES TR
Shares4.6K
Event2026-03-31
Filed2026-05-06
IDEV
NewISHARES TR
Shares7.3K
Event2026-03-31
Filed2026-05-06
FSTA
-1.54%FIDELITY COVINGTON TRUST
Shares11.6K
Event2026-03-31
Filed2026-05-06
DGRW
-10.72%WISDOMTREE TR
Shares6.9K
Event2026-03-31
Filed2026-05-06
JEPQ
-14.31%J P MORGAN EXCHANGE TRADED F
Shares10.9K
Event2026-03-31
Filed2026-05-06
EPD
-4.35%ENTERPRISE PRODS PARTNERS L
Shares16.0K
Event2026-03-31
Filed2026-05-06
VHT
-4.70%VANGUARD WORLD FD
Shares2.2K
Event2026-03-31
Filed2026-05-06
IVLU
NewISHARES TR
Shares15.2K
Event2026-03-31
Filed2026-05-06
MCO
13.43%MOODYS CORP
Shares1.4K
Event2026-03-31
Filed2026-05-06
BSMU
0.00%INVESCO EXCH TRD SLF IDX FD
Shares27.4K
Event2026-03-31
Filed2026-05-06
TER
7.80%TERADYNE INC
Shares2.0K
Event2026-03-31
Filed2026-05-06
STIP
24.24%ISHARES TR
Shares5.7K
Event2026-03-31
Filed2026-05-06
OKE
-3.80%ONEOK INC NEW
Shares6.5K
Event2026-03-31
Filed2026-05-06
CME
-2.76%CME GROUP INC
Shares2.0K
Event2026-03-31
Filed2026-05-06
GLW
16.90%CORNING INC
Shares4.3K
Event2026-03-31
Filed2026-05-06
POOL
-6.70%POOL CORP
Shares2.9K
Event2026-03-31
Filed2026-05-06
IUSV
5.75%ISHARES TR
Shares5.7K
Event2026-03-31
Filed2026-05-06
COPX
81.44%GLOBAL X FDS
Shares7.6K
Event2026-03-31
Filed2026-05-06
SAP
-4.27%SAP SE
Shares3.4K
Event2026-03-31
Filed2026-05-06
IYE
15.73%ISHARES TR
Shares8.9K
Event2026-03-31
Filed2026-05-06
ICE
-5.29%INTERCONTINENTAL EXCHANGE IN
Shares3.6K
Event2026-03-31
Filed2026-05-06
NUVB
17.17%NUVATION BIO INC
Shares133.1K
Event2026-03-31
Filed2026-05-06
SCHI
35.78%SCHWAB STRATEGIC TR
Shares25.1K
Event2026-03-31
Filed2026-05-06
CTAS
-2.49%CINTAS CORP
Shares3.4K
Event2026-03-31
Filed2026-05-06
PSX
46.45%PHILLIPS 66
Shares3.1K
Event2026-03-31
Filed2026-05-06
USB
2.87%US BANCORP
Shares10.9K
Event2026-03-31
Filed2026-05-06
ENB
-0.10%ENBRIDGE INC
Shares10.4K
Event2026-03-31
Filed2026-05-06
HACK
-2.61%AMPLIFY ETF TR
Shares7.5K
Event2026-03-31
Filed2026-05-06
FANG
NewDIAMONDBACK ENERGY INC
Shares2.8K
Event2026-03-31
Filed2026-05-06
SONO
15.91%SONOS INC
Shares41.5K
Event2026-03-31
Filed2026-05-06
CNI
-1.88%CANADIAN NATL RY CO
Shares5.4K
Event2026-03-31
Filed2026-05-06
IVOV
0.13%VANGUARD ADMIRAL FDS INC
Shares5.3K
Event2026-03-31
Filed2026-05-06
HWKN
0.00%HAWKINS INC
Shares3.5K
Event2026-03-31
Filed2026-05-06
SPHY
-10.66%SPDR SERIES TRUST
Shares23.0K
Event2026-03-31
Filed2026-05-06
WDC
NewWESTERN DIGITAL CORP
Shares2.0K
Event2026-03-31
Filed2026-05-06
USMV
-5.93%ISHARES TR
Shares5.8K
Event2026-03-31
Filed2026-05-06
NIO
-0.43%NIO INC
Shares88.4K
Event2026-03-31
Filed2026-05-06
URNM
NewSPROTT FDS TR
Shares8.3K
Event2026-03-31
Filed2026-05-06
CVNA
0.12%CARVANA CO
Shares1.7K
Event2026-03-31
Filed2026-05-06
RGTI
23.08%RIGETTI COMPUTING INC
Shares37.3K
Event2026-03-31
Filed2026-05-06
LITE
NewLUMENTUM HLDGS INC
Shares746
Event2026-03-31
Filed2026-05-06
HEDJ
-3.20%WISDOMTREE TR
Shares10.0K
Event2026-03-31
Filed2026-05-06
BLACKROCK INC
-26.53%BLACKROCK INC
Shares540
Event2026-03-31
Filed2026-05-06
Call Option Holdings
NVIDIA CORPORATION Call
NewNVIDIA CORPORATION
Shares2.0K
Event2026-03-31
Filed2026-05-06
NVDA Call
NewNVIDIA CORPORATION
Shares600
Event2026-03-31
Filed2026-05-06
Put Option Holdings
STATE STR SPDR S&P 500 ETF T Put PutSTATE STR SPDR S&P 500 ETF T31.5K sharesnew addition2026-03-312026-05-06
STATE STR SPDR S&P 500 ETF T Put
NewSTATE STR SPDR S&P 500 ETF T
Shares31.5K
Event2026-03-31
Filed2026-05-06
SPY Put
NewSTATE STR SPDR S&P 500 ETF T
Shares16.9K
Event2026-03-31
Filed2026-05-06
SPDR GOLD TR Put
NewSPDR GOLD TR
Shares3.6K
Event2026-03-31
Filed2026-05-06
ISHARES SILVER TR Put
NewISHARES SILVER TR
Shares42.4K
Event2026-03-31
Filed2026-05-06
UNH Put
NewUNITEDHEALTH GROUP INC
Shares1.6K
Event2026-03-31
Filed2026-05-06
BRISTOL-MYERS SQUIBB CO Put
NewBRISTOL-MYERS SQUIBB CO
Shares8.5K
Event2026-03-31
Filed2026-05-06
VANECK ETF TRUST Put
NewVANECK ETF TRUST
Shares3.3K
Event2026-03-31
Filed2026-05-06
AMPLIFY ETF TR Put
NewAMPLIFY ETF TR
Shares43.1K
Event2026-03-31
Filed2026-05-06
APPLE INC Put
NewAPPLE INC
Shares2.0K
Event2026-03-31
Filed2026-05-06
MICROSOFT CORP Put
NewMICROSOFT CORP
Shares1.0K
Event2026-03-31
Filed2026-05-06
IVV Put
NewISHARES TR
Shares400
Event2026-03-31
Filed2026-05-06
ALPHABET INC Put
NewALPHABET INC
Shares1.8K
Event2026-03-31
Filed2026-05-06
EW Put
NewEDWARDS LIFESCIENCES CORP
Shares2.9K
Event2026-03-31
Filed2026-05-06