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

Call Option Holdings
NVIDIA CORPORATION Call
NVIDIA CORPORATION
New
Shares2.0K
Event2026-03-31
Filed2026-05-06
NVDA Call
NVIDIA CORPORATION
New
Shares600
Event2026-03-31
Filed2026-05-06

Put Option Holdings
STATE STR SPDR S&P 500 ETF T Put
STATE STR SPDR S&P 500 ETF T
New
Shares31.5K
Event2026-03-31
Filed2026-05-06
SPY Put
STATE STR SPDR S&P 500 ETF T
New
Shares16.9K
Event2026-03-31
Filed2026-05-06
SPDR GOLD TR Put
SPDR GOLD TR
New
Shares3.6K
Event2026-03-31
Filed2026-05-06
ISHARES SILVER TR Put
ISHARES SILVER TR
New
Shares42.4K
Event2026-03-31
Filed2026-05-06
UNH Put
UNITEDHEALTH GROUP INC
New
Shares1.6K
Event2026-03-31
Filed2026-05-06
BRISTOL-MYERS SQUIBB CO Put
BRISTOL-MYERS SQUIBB CO
New
Shares8.5K
Event2026-03-31
Filed2026-05-06
VANECK ETF TRUST Put
VANECK ETF TRUST
New
Shares3.3K
Event2026-03-31
Filed2026-05-06
AMPLIFY ETF TR Put
AMPLIFY ETF TR
New
Shares43.1K
Event2026-03-31
Filed2026-05-06
APPLE INC Put
APPLE INC
New
Shares2.0K
Event2026-03-31
Filed2026-05-06
MICROSOFT CORP Put
MICROSOFT CORP
New
Shares1.0K
Event2026-03-31
Filed2026-05-06
IVV Put
ISHARES TR
New
Shares400
Event2026-03-31
Filed2026-05-06
ALPHABET INC Put
ALPHABET INC
New
Shares1.8K
Event2026-03-31
Filed2026-05-06
EW Put
EDWARDS LIFESCIENCES CORP
New
Shares2.9K
Event2026-03-31
Filed2026-05-06
Meridian Wealth Management, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo