Sponsored
The Analysis of Mosley Wealth Management's Holdings & P&L
Currently, Mosley Wealth Management holds 466 types of securities in its portfolio with a total value $220.9M. In the most recent quarter, they have increased their positions in VBK (+631 shares, valued at $187.8K), HIGH (+8.0K shares, valued at $185.4K), N/A (+4.8K shares, valued at $179.5K); decreased their positions in AAPL (-1.1K shares, valued at $281.4K), MSFT (-534 shares, valued at $276.6K), NVDA (-1.5K shares, valued at $274.1K); initiated new positions in VBK (+631 shares, valued at $187.8K), HIGH (+8.0K shares, valued at $185.4K), N/A (+4.8K shares, valued at $179.5K).
1M P&L
+2.2M+0.97%
3M P&L
+11.1M+5.15%
HY P&L
+8.6M+3.92%
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/A145.9M
69.7%
2Consumer Electronics7.8M
3.7%
3Software - Infrastructure7.7M
3.7%
Top Industries by Stock Count
1N/A198 stocks
45.5%
2Software - Application12 stocks
2.8%
3Semiconductors11 stocks
2.5%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW482 shares-20.20%2026-03-312026-04-27
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GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND1.8K sharesnew addition2026-03-312026-04-27
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BILZ PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND441 sharesnew addition2026-03-312026-04-27
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ZSEP INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR SEPTEMBER814 sharesnew addition2026-03-312026-04-27
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ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A71 sharesnew addition2026-03-312026-04-27
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ZDEK INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBER416 sharesnew addition2026-03-312026-04-27
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TDTF FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND355 sharesnew addition2026-03-312026-04-27
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TJUL INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2027213 sharesnew addition2026-03-312026-04-27
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INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF24 sharesnew addition2026-03-312026-04-27
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PARAMOUNT SKYDANCE CORP COM CL B PARAMOUNT SKYDANCE CORP COM CL B127 sharesnew addition2026-03-312026-04-27
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IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND27 sharesnew addition2026-03-312026-04-27
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SPDR BLOOMBERG HIGH YIELD BOND ETF SPDR BLOOMBERG HIGH YIELD BOND ETF8 sharesnew addition2026-03-312026-04-27
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BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS5 sharesnew addition2026-03-312026-04-27
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RULE COLLABORATIVE INVESTMENT SERIES TRUST - ADAPTIVE CORE ETF6 sharesnew addition2026-03-312026-04-27
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Sponsored
JEPI
0.87%JPMORGAN EQUITY PREMIUM INCOME ETF
Shares237.9K
Event2026-03-31
Filed2026-04-27
XLSR
0.34%SPDR SSGA U.S. SECTOR ROTATION ETF
Shares199.9K
Event2026-03-31
Filed2026-04-27
IVV
0.01%ISHARES CORE S&P 500 ETF
Shares17.1K
Event2026-03-31
Filed2026-04-27
IUSB
0.62%ISHARES CORE TOTAL USD BOND MARKET ETF
Shares209.5K
Event2026-03-31
Filed2026-04-27
AAPL
-3.47%APPLE INC COM
Shares30.7K
Event2026-03-31
Filed2026-04-27
IVW
0.70%ISHARES S&P 500 GROWTH ETF
Shares60.1K
Event2026-03-31
Filed2026-04-27
EFV
0.52%ISHARES MSCI EAFE VALUE ETF
Shares104.9K
Event2026-03-31
Filed2026-04-27
IEMG
0.49%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares83.5K
Event2026-03-31
Filed2026-04-27
QUAL
0.76%ISHARES MSCI USA QUALITY FACTOR ETF
Shares25.9K
Event2026-03-31
Filed2026-04-27
EFG
0.45%ISHARES MSCI EAFE GROWTH ETF
Shares40.8K
Event2026-03-31
Filed2026-04-27
VTI
-0.01%VANGUARD TOTAL STOCK MARKET ETF
Shares14.1K
Event2026-03-31
Filed2026-04-27
IVE
0.84%ISHARES S&P 500 VALUE ETF
Shares21.3K
Event2026-03-31
Filed2026-04-27
DYNF
0.77%ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
Shares72.9K
Event2026-03-31
Filed2026-04-27
NVDA
-6.60%NVIDIA CORPORATION COM
Shares20.8K
Event2026-03-31
Filed2026-04-27
IYW
0.56%ISHARES U.S. TECHNOLOGY ETF
Shares17.4K
Event2026-03-31
Filed2026-04-27
MBB
0.50%ISHARES MBS ETF
Shares34.4K
Event2026-03-31
Filed2026-04-27
MSFT
-8.16%MICROSOFT CORP COM
Shares6.0K
Event2026-03-31
Filed2026-04-27
ISHARES GOLD TRUST
-0.33%ISHARES GOLD TRUST
Shares36.9K
Event2026-03-31
Filed2026-04-27
MTUM
0.49%ISHARES MSCI USA MOMENTUM FACTOR ETF
Shares10.2K
Event2026-03-31
Filed2026-04-27
JPM
-2.66%JPMORGAN CHASE & CO. COM
Shares8.2K
Event2026-03-31
Filed2026-04-27
TLH
0.55%ISHARES 10-20 YEAR TREASURY BOND ETF
Shares24.4K
Event2026-03-31
Filed2026-04-27
JPST
-0.08%JPMORGAN ULTRA-SHORT INCOME ETF
Shares45.8K
Event2026-03-31
Filed2026-04-27
ORCL
-1.40%ORACLE CORP COM
Shares8.0K
Event2026-03-31
Filed2026-04-27
HOOD
1.10%ROBINHOOD MKTS INC COM CL A
Shares14.5K
Event2026-03-31
Filed2026-04-27
QCOM
-1.69%QUALCOMM INC COM
Shares12.2K
Event2026-03-31
Filed2026-04-27
CITIGROUP INC COM NEW
-1.09%CITIGROUP INC COM NEW
Shares18.7K
Event2026-03-31
Filed2026-04-27
ICF
0.67%ISHARES SELECT U.S. REIT ETF
Shares30.1K
Event2026-03-31
Filed2026-04-27
ALPHABET INC CAP STK CL A
-4.18%ALPHABET INC CAP STK CL A
Shares6.9K
Event2026-03-31
Filed2026-04-27
THRO
1.29%ISHARES U.S. THEMATIC ROTATION ACTIVE ETF
Shares44.1K
Event2026-03-31
Filed2026-04-27
MS
-1.65%MORGAN STANLEY COM NEW
Shares10.5K
Event2026-03-31
Filed2026-04-27
BINC
0.91%ISHARES FLEXIBLE INCOME ACTIVE ETF
Shares31.2K
Event2026-03-31
Filed2026-04-27
OEF
1.44%ISHARES S&P 100 ETF
Shares4.9K
Event2026-03-31
Filed2026-04-27
AEMS
0.00%ANFIELD ENHANCED MARKET ETF
Shares134.9K
Event2026-03-31
Filed2026-04-27
GS
-2.68%GOLDMAN SACHS GROUP INC COM
Shares1.8K
Event2026-03-31
Filed2026-04-27
XLC
0.01%COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
Shares11.4K
Event2026-03-31
Filed2026-04-27
USMV
0.12%ISHARES MSCI USA MIN VOL FACTOR ETF
Shares13.7K
Event2026-03-31
Filed2026-04-27
AMZN
-12.85%AMAZON COM INC COM
Shares5.9K
Event2026-03-31
Filed2026-04-27
META
-10.86%META PLATFORMS INC CL A
Shares1.8K
Event2026-03-31
Filed2026-04-27
VOX
0.00%VANGUARD COMMUNICATION SERVICES ETF
Shares6.8K
Event2026-03-31
Filed2026-04-27
WMB
0.86%WILLIAMS COS INC COM
Shares19.9K
Event2026-03-31
Filed2026-04-27
IAGG
0.83%ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
Shares23.2K
Event2026-03-31
Filed2026-04-27
LLY
1.27%ELI LILLY & CO COM
Shares1.5K
Event2026-03-31
Filed2026-04-27
ARKW
0.00%ARK NEXT GENERATION INTERNET ETF
Shares6.5K
Event2026-03-31
Filed2026-04-27
CIEN
1.01%CIENA CORP COM NEW
Shares7.6K
Event2026-03-31
Filed2026-04-27
SO
1.11%SOUTHERN CO COM
Shares11.6K
Event2026-03-31
Filed2026-04-27
MO
0.80%ALTRIA GROUP INC COM
Shares16.6K
Event2026-03-31
Filed2026-04-27
PSTR
-11.54%PEAKSHARES SECTOR ROTATION ETF
Shares38.0K
Event2026-03-31
Filed2026-04-27
IGV
0.00%ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
Shares8.8K
Event2026-03-31
Filed2026-04-27
BABA
1.14%ALIBABA GROUP HLDG LTD SPONSORED ADS
Shares5.6K
Event2026-03-31
Filed2026-04-27
ASML
1.18%ASML HOLDING N V N Y REGISTRY SHS
Shares1.0K
Event2026-03-31
Filed2026-04-27
BAI
0.73%ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
Shares28.2K
Event2026-03-31
Filed2026-04-27
PLTR
-3.26%PALANTIR TECHNOLOGIES INC CL A
Shares5.2K
Event2026-03-31
Filed2026-04-27
VRT
1.04%VERTIV HOLDINGS CO COM CL A
Shares6.1K
Event2026-03-31
Filed2026-04-27
SRE
0.79%SEMPRA COM
Shares10.2K
Event2026-03-31
Filed2026-04-27
PG
-3.14%PROCTER AND GAMBLE CO COM
Shares5.9K
Event2026-03-31
Filed2026-04-27
KMI
0.65%KINDER MORGAN INC DEL COM
Shares31.5K
Event2026-03-31
Filed2026-04-27
ALPHABET INC CAP STK CL C
0.03%ALPHABET INC CAP STK CL C
Shares3.6K
Event2026-03-31
Filed2026-04-27
T
0.37%AT&T INC COM
Shares31.3K
Event2026-03-31
Filed2026-04-27
SPY
0.00%SPDR S&P 500 ETF TRUST
Shares1.3K
Event2026-03-31
Filed2026-04-27
PH
0.00%PARKER-HANNIFIN CORP COM
Shares1.1K
Event2026-03-31
Filed2026-04-27
BLACKSTONE INC COM
1.11%BLACKSTONE INC COM
Shares4.8K
Event2026-03-31
Filed2026-04-27
XOM
-4.36%EXXON MOBIL CORP COM
Shares7.0K
Event2026-03-31
Filed2026-04-27
IJR
0.15%ISHARES CORE S&P SMALL CAP ETF
Shares6.6K
Event2026-03-31
Filed2026-04-27
IYG
0.01%ISHARES US FINANCIAL SERVICES ETF
Shares8.6K
Event2026-03-31
Filed2026-04-27
AESR
0.02%ANFIELD U.S. EQUITY SECTOR ROTATION ETF
Shares36.7K
Event2026-03-31
Filed2026-04-27
FNDF
-14.78%SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
Shares17.3K
Event2026-03-31
Filed2026-04-27
PEG
1.23%PUBLIC SVC ENTERPRISE GRP INC COM
Shares8.3K
Event2026-03-31
Filed2026-04-27
VDC
-12.50%VANGUARD CONSUMER STAPLES ETF
Shares3.2K
Event2026-03-31
Filed2026-04-27
GOVT
0.88%ISHARES U.S. TREASURY BOND ETF
Shares29.6K
Event2026-03-31
Filed2026-04-27
IBM
0.68%INTERNATIONAL BUSINESS MACHS COM
Shares2.4K
Event2026-03-31
Filed2026-04-27
APOLLO GLOBAL MGMT INC COM
1.49%APOLLO GLOBAL MGMT INC COM
Shares5.0K
Event2026-03-31
Filed2026-04-27
USFR
-23.56%WISDOMTREE FLOATING RATE TREASURY FUND
Shares13.1K
Event2026-03-31
Filed2026-04-27
PANW
1.08%PALO ALTO NETWORKS INC COM
Shares3.1K
Event2026-03-31
Filed2026-04-27
MGC
-19.68%VANGUARD MEGA CAP ETF
Shares2.5K
Event2026-03-31
Filed2026-04-27
VZ
1.13%VERIZON COMMUNICATIONS INC COM
Shares13.7K
Event2026-03-31
Filed2026-04-27
IBIT
0.82%ISHARES BITCOIN TRUST ETF
Shares9.2K
Event2026-03-31
Filed2026-04-27
IWF
0.08%ISHARES RUSSELL 1000 GROWTH ETF
Shares1.3K
Event2026-03-31
Filed2026-04-27
VANGUARD S&P 500 ETF
0.00%VANGUARD S&P 500 ETF
Shares938
Event2026-03-31
Filed2026-04-27
FDMO
-7.95%FIDELITY MOMENTUM FACTOR ETF
Shares6.8K
Event2026-03-31
Filed2026-04-27
ISRG
-4.62%INTUITIVE SURGICAL INC COM NEW
Shares1.2K
Event2026-03-31
Filed2026-04-27
EMR
1.01%EMERSON ELEC CO COM
Shares4.2K
Event2026-03-31
Filed2026-04-27
TSLA
-11.04%TESLA INC COM
Shares1.2K
Event2026-03-31
Filed2026-04-27
ABBV
-0.04%ABBVIE INC COM
Shares2.4K
Event2026-03-31
Filed2026-04-27
CRM
1.18%SALESFORCE INC COM
Shares2.3K
Event2026-03-31
Filed2026-04-27
ADFI
0.02%ANFIELD DYNAMIC FIXED INCOME ETF
Shares62.3K
Event2026-03-31
Filed2026-04-27
VUG
-14.64%VANGUARD GROWTH ETF
Shares1.1K
Event2026-03-31
Filed2026-04-27
MSTR
1.10%STRATEGY INC CL A NEW
Shares1.7K
Event2026-03-31
Filed2026-04-27
LNG
1.26%CHENIERE ENERGY INC COM NEW
Shares2.2K
Event2026-03-31
Filed2026-04-27
VCR
0.00%VANGUARD CONSUMER DISCRETIONARY ETF
Shares1.3K
Event2026-03-31
Filed2026-04-27
KO
-4.69%COCA COLA CO COM
Shares7.9K
Event2026-03-31
Filed2026-04-27
WMT
-6.98%WALMART INC COM
Shares5.0K
Event2026-03-31
Filed2026-04-27
AOM
0.00%ISHARES CORE 40/60 MODERATE ALLOCATION ETF
Shares10.7K
Event2026-03-31
Filed2026-04-27
V
-0.87%VISA INC COM CL A
Shares1.5K
Event2026-03-31
Filed2026-04-27
GILD
0.31%GILEAD SCIENCES INC COM
Shares4.5K
Event2026-03-31
Filed2026-04-27
MA
1.27%MASTERCARD INCORPORATED CL A
Shares874
Event2026-03-31
Filed2026-04-27
OKLO
1.27%OKLO INC COM CL A
Shares4.4K
Event2026-03-31
Filed2026-04-27
BROADCOM INC COM
-20.27%BROADCOM INC COM
Shares1.5K
Event2026-03-31
Filed2026-04-27
VHT
-14.61%VANGUARD HEALTH CARE ETF
Shares1.8K
Event2026-03-31
Filed2026-04-27
VFH
-16.12%VANGUARD FINANCIALS ETF
Shares3.5K
Event2026-03-31
Filed2026-04-27
XYL
0.00%XYLEM INC COM
Shares3.1K
Event2026-03-31
Filed2026-04-27
APP
1.43%APPLOVIN CORP COM CL A
Shares639
Event2026-03-31
Filed2026-04-27
RTX
0.93%RTX CORPORATION COM
Shares2.7K
Event2026-03-31
Filed2026-04-27
UNH
1.23%UNITEDHEALTH GROUP INC COM
Shares1.3K
Event2026-03-31
Filed2026-04-27
NET
1.16%CLOUDFLARE INC CL A COM
Shares2.1K
Event2026-03-31
Filed2026-04-27
ICVT
0.85%ISHARES CONVERTIBLE BOND ETF
Shares4.5K
Event2026-03-31
Filed2026-04-27
QBTS
0.54%D-WAVE QUANTUM INC COM
Shares18.1K
Event2026-03-31
Filed2026-04-27
COIN
1.23%COINBASE GLOBAL INC COM CL A
Shares1.3K
Event2026-03-31
Filed2026-04-27
XLY
0.00%CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
Shares1.8K
Event2026-03-31
Filed2026-04-27
EMB
-0.11%ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
Shares4.6K
Event2026-03-31
Filed2026-04-27
LAM RESEARCH CORP COM NEW
1.32%LAM RESEARCH CORP COM NEW
Shares3.1K
Event2026-03-31
Filed2026-04-27
TSM
1.29%TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
Shares1.4K
Event2026-03-31
Filed2026-04-27
BUCK
-19.69%SIMPLIFY STABLE INCOME ETF
Shares16.4K
Event2026-03-31
Filed2026-04-27
MMC
0.00%MARSH & MCLENNAN COS INC COM
Shares1.9K
Event2026-03-31
Filed2026-04-27
AMGN
1.02%AMGEN INC COM
Shares1.3K
Event2026-03-31
Filed2026-04-27
SBAR
-28.98%SIMPLIFY BARRIER INCOME ETF
Shares13.5K
Event2026-03-31
Filed2026-04-27
IFRA
0.19%ISHARES U.S. INFRASTRUCTURE ETF
Shares6.7K
Event2026-03-31
Filed2026-04-27
STIP
1.71%ISHARES 0-5 YEAR TIPS BOND ETF
Shares3.4K
Event2026-03-31
Filed2026-04-27
FPX
-1.51%FIRST TRUST US EQUITY OPPORTUNITIES ETF
Shares2.1K
Event2026-03-31
Filed2026-04-27
INVESCO QQQ TRUST SERIES I
1.41%INVESCO QQQ TRUST SERIES I
Shares575
Event2026-03-31
Filed2026-04-27
VBR
-14.63%VANGUARD SMALL CAP VALUE ETF
Shares1.7K
Event2026-03-31
Filed2026-04-27
IYC
0.03%ISHARES U.S. CONSUMER DISCRETIONARY ETF
Shares3.3K
Event2026-03-31
Filed2026-04-27
FLRN
-16.18%SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
Shares10.6K
Event2026-03-31
Filed2026-04-27
BSV
-16.08%VANGUARD SHORT-TERM BOND ETF
Shares4.1K
Event2026-03-31
Filed2026-04-27
TIP
-23.03%ISHARES TIPS BOND ETF
Shares2.9K
Event2026-03-31
Filed2026-04-27
VLO
1.06%VALERO ENERGY CORP COM
Shares1.8K
Event2026-03-31
Filed2026-04-27
JNJ
-11.59%JOHNSON & JOHNSON COM
Shares1.6K
Event2026-03-31
Filed2026-04-27
ENB
0.00%ENBRIDGE INC COM
Shares5.9K
Event2026-03-31
Filed2026-04-27
COST
-13.77%COSTCO WHSL CORP NEW COM
Shares313
Event2026-03-31
Filed2026-04-27
AOA
-0.66%ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF
Shares3.2K
Event2026-03-31
Filed2026-04-27
MMM
0.00%3M CO COM
Shares1.8K
Event2026-03-31
Filed2026-04-27
KBWB
0.03%INVESCO KBW BANK ETF
Shares3.5K
Event2026-03-31
Filed2026-04-27
EEM
-13.45%ISHARES MSCI EMERGING MARKETS ETF
Shares5.1K
Event2026-03-31
Filed2026-04-27
VWO
0.02%VANGUARD FTSE EMERGING MARKETS ETF
Shares4.8K
Event2026-03-31
Filed2026-04-27
ROCKET LAB CORP COM
1.56%ROCKET LAB CORP COM
Shares5.3K
Event2026-03-31
Filed2026-04-27
HEI.A
0.00%HEICO CORP NEW CL A
Shares968
Event2026-03-31
Filed2026-04-27
BERKSHIRE HATHAWAY INC DEL CL B NEW
-20.20%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares482
Event2026-03-31
Filed2026-04-27
SHYG
0.16%ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
Shares5.6K
Event2026-03-31
Filed2026-04-27
ITA
-14.83%ISHARES U.S. AEROSPACE & DEFENSE ETF
Shares1.1K
Event2026-03-31
Filed2026-04-27
VRP
-18.56%INVESCO VARIABLE RATE PREFERRED ETF
Shares9.4K
Event2026-03-31
Filed2026-04-27
VIS
-15.20%VANGUARD INDUSTRIALS ETF
Shares781
Event2026-03-31
Filed2026-04-27
VIG
-15.44%VANGUARD DIVIDEND APPRECIATION ETF
Shares1.1K
Event2026-03-31
Filed2026-04-27
AOR
-0.06%ISHARES CORE 60/40 BALANCED ALLOCATION ETF
Shares3.6K
Event2026-03-31
Filed2026-04-27
HEFA
0.00%ISHARES CURRENCY HEDGED MSCI EAFE ETF
Shares5.8K
Event2026-03-31
Filed2026-04-27
IMCG
0.04%ISHARES MORNINGSTAR MID-CAP GROWTH ETF
Shares2.7K
Event2026-03-31
Filed2026-04-27
LMBS
0.79%FIRST TRUST LOW DURATION OPPORTUNITIES ETF
Shares4.5K
Event2026-03-31
Filed2026-04-27
PEP
-13.05%PEPSICO INC COM
Shares1.6K
Event2026-03-31
Filed2026-04-27
IMCB
0.00%ISHARES MORNINGSTAR MID-CAP ETF
Shares2.6K
Event2026-03-31
Filed2026-04-27
NFLX
-29.57%NETFLIX INC COM
Shares181
Event2026-03-31
Filed2026-04-27
OKE
0.00%ONEOK INC NEW COM
Shares2.9K
Event2026-03-31
Filed2026-04-27
VBK
NewVANGUARD SMALL-CAP GROWTH ETF
Shares631
Event2026-03-31
Filed2026-04-27
SVOL
-27.85%SIMPLIFY VOLATILITY PREMIUM ETF
Shares10.3K
Event2026-03-31
Filed2026-04-27
HIGH
NewSIMPLIFY ENHANCED INCOME ETF
Shares8.0K
Event2026-03-31
Filed2026-04-27
MTBA
-28.57%SIMPLIFY MBS ETF
Shares3.6K
Event2026-03-31
Filed2026-04-27
DRAFTKINGS INC NEW COM CL A
NewDRAFTKINGS INC NEW COM CL A
Shares4.8K
Event2026-03-31
Filed2026-04-27
IJT
NewISHARES S&P SMALL-CAP 600 GROWTH ETF
Shares1.3K
Event2026-03-31
Filed2026-04-27
JAAA
NewJANUS HENDERSON AAA CLO ETF
Shares3.5K
Event2026-03-31
Filed2026-04-27
CYBR
NewCYBERARK SOFTWARE LTD SHS
Shares360
Event2026-03-31
Filed2026-04-27
ARKB
NewARK 21SHARES BITCOIN ETF
Shares4.6K
Event2026-03-31
Filed2026-04-27
BA
NewBOEING CO COM
Shares742
Event2026-03-31
Filed2026-04-27
CAT
-28.98%CATERPILLAR INC COM
Shares321
Event2026-03-31
Filed2026-04-27
ABT
NewABBOTT LABS COM
Shares1.1K
Event2026-03-31
Filed2026-04-27
HEI
NewHEICO CORP NEW COM
Shares446
Event2026-03-31
Filed2026-04-27
SPDW
NewSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
Shares3.0K
Event2026-03-31
Filed2026-04-27
FDVV
NewFIDELITY HIGH DIVIDEND ETF
Shares2.3K
Event2026-03-31
Filed2026-04-27
SMLF
NewISHARES U.S. SMALLCAP EQUITY FACTOR ETF
Shares1.7K
Event2026-03-31
Filed2026-04-27
NOC
NewNORTHROP GRUMMAN CORP COM
Shares205
Event2026-03-31
Filed2026-04-27
XMHQ
NewINVESCO S&P MIDCAP QUALITY ETF
Shares1.1K
Event2026-03-31
Filed2026-04-27
CWB
NewSPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
Shares1.3K
Event2026-03-31
Filed2026-04-27
CENCORA INC COM
NewCENCORA INC COM
Shares362
Event2026-03-31
Filed2026-04-27
RPHS
0.02%REGENTS PARK HEDGED MARKET STRATEGY ETF
Shares10.2K
Event2026-03-31
Filed2026-04-27
PID
NewINVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF
Shares5.3K
Event2026-03-31
Filed2026-04-27
AMD
-23.10%ADVANCED MICRO DEVICES INC COM
Shares689
Event2026-03-31
Filed2026-04-27
IOT
NewSAMSARA INC COM CL A
Shares2.9K
Event2026-03-31
Filed2026-04-27
USHY
NewISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
Shares2.8K
Event2026-03-31
Filed2026-04-27
AFG
NewAMERICAN FINL GROUP INC OHIO COM
Shares737
Event2026-03-31
Filed2026-04-27
XLF
NewFINANCIAL SELECT SECTOR SPDR FUND
Shares2.0K
Event2026-03-31
Filed2026-04-27
NOW
NewSERVICENOW INC COM
Shares112
Event2026-03-31
Filed2026-04-27
IEF
NewISHARES 7-10 YEAR TREASURY BOND ETF
Shares1.0K
Event2026-03-31
Filed2026-04-27
ONEZ
NewTRUESHARES SEASONALITY LADDERED BUFFERED ETF
Shares3.7K
Event2026-03-31
Filed2026-04-27
CVX
NewCHEVRON CORP NEW COM
Shares632
Event2026-03-31
Filed2026-04-27
AOK
NewISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF
Shares2.4K
Event2026-03-31
Filed2026-04-27
HD
NewHOME DEPOT INC COM
Shares232
Event2026-03-31
Filed2026-04-27
DGRO
NewISHARES CORE DIVIDEND GROWTH ETF
Shares1.3K
Event2026-03-31
Filed2026-04-27
CMI
NewCUMMINS INC COM
Shares201
Event2026-03-31
Filed2026-04-27
EMHY
NewISHARES J.P. MORGAN EM HIGH YIELD BOND ETF
Shares2.1K
Event2026-03-31
Filed2026-04-27
FLIN
NewFRANKLIN FTSE INDIA ETF
Shares2.1K
Event2026-03-31
Filed2026-04-27
GUNR
NewFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
Shares1.8K
Event2026-03-31
Filed2026-04-27
GLD
NewSPDR GOLD SHARES
Shares200
Event2026-03-31
Filed2026-04-27
DIS
NewDISNEY WALT CO COM
Shares619
Event2026-03-31
Filed2026-04-27
PSTP
NewINNOVATOR POWER BUFFER STEP-UP STRATEGY ETF
Shares2.0K
Event2026-03-31
Filed2026-04-27
SPIP
NewSPDR PORTFOLIO TIPS ETF
Shares2.5K
Event2026-03-31
Filed2026-04-27
EDOG
NewALPS EMERGING SECTOR DIVIDEND DOGS ETF
Shares2.8K
Event2026-03-31
Filed2026-04-27
POWA
NewINVESCO BLOOMBERG PRICING POWER ETF
Shares703
Event2026-03-31
Filed2026-04-27
GE AEROSPACE COM NEW
NewGE AEROSPACE COM NEW
Shares211
Event2026-03-31
Filed2026-04-27
DON
NewWISDOMTREE U.S. MIDCAP DIVIDEND FUND
Shares1.2K
Event2026-03-31
Filed2026-04-27
EMGF
NewISHARES EMERGING MARKETS EQUITY FACTOR ETF
Shares1.1K
Event2026-03-31
Filed2026-04-27
ALL
NewALLSTATE CORP COM
Shares277
Event2026-03-31
Filed2026-04-27
MBSD
NewFLEXSHARES DISCIPLINED DURATION MBS INDEX FUND
Shares2.8K
Event2026-03-31
Filed2026-04-27
SPBX
NewALLIANZIM 6 MONTH BUFFER10 ALLOCATION ETF
Shares2.1K
Event2026-03-31
Filed2026-04-27
XLRE
NewREAL ESTATE SELECT SECTOR SPDR FUND
Shares1.3K
Event2026-03-31
Filed2026-04-27
BKNG
NewBOOKING HOLDINGS INC COM
Shares10
Event2026-03-31
Filed2026-04-27
SHY
NewISHARES 1-3 YEAR TREASURY BOND ETF
Shares647
Event2026-03-31
Filed2026-04-27
COM
NewDIREXION AUSPICE BROAD COMMODITY STRATEGY ETF
Shares1.8K
Event2026-03-31
Filed2026-04-27
VCLT
NewVANGUARD LONG-TERM CORPORATE BOND ETF
Shares660
Event2026-03-31
Filed2026-04-27
SBUX
NewSTARBUCKS CORP COM
Shares597
Event2026-03-31
Filed2026-04-27
VGLT
NewVANGUARD LONG-TERM TREASURY ETF
Shares863
Event2026-03-31
Filed2026-04-27
FDN
NewFIRST TRUST DOW JONES INTERNET INDEX FUND
Shares175
Event2026-03-31
Filed2026-04-27
LUV
NewSOUTHWEST AIRLS CO COM
Shares1.5K
Event2026-03-31
Filed2026-04-27
TPL
NewTEXAS PACIFIC LAND CORPORATION COM
Shares50
Event2026-03-31
Filed2026-04-27
BILZ
NewPIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND
Shares441
Event2026-03-31
Filed2026-04-27
PPG
NewPPG INDS INC COM
Shares406
Event2026-03-31
Filed2026-04-27
THE CIGNA GROUP COM
NewTHE CIGNA GROUP COM
Shares143
Event2026-03-31
Filed2026-04-27
HYDB
NewISHARES HIGH YIELD SYSTEMATIC BOND ETF
Shares856
Event2026-03-31
Filed2026-04-27
RL
NewRALPH LAUREN CORP CL A
Shares125
Event2026-03-31
Filed2026-04-27
SPGI
NewS&P GLOBAL INC COM
Shares76
Event2026-03-31
Filed2026-04-27
BAC
NewBANK AMERICA CORP COM
Shares711
Event2026-03-31
Filed2026-04-27
MSI
NewMOTOROLA SOLUTIONS INC COM NEW
Shares80
Event2026-03-31
Filed2026-04-27
TMO
NewTHERMO FISHER SCIENTIFIC INC COM
Shares73
Event2026-03-31
Filed2026-04-27
PM
NewPHILIP MORRIS INTL INC COM
Shares213
Event2026-03-31
Filed2026-04-27
CSCO
NewCISCO SYS INC COM
Shares482
Event2026-03-31
Filed2026-04-27
BITB
NewBITWISE BITCOIN ETF TRUST
Shares521
Event2026-03-31
Filed2026-04-27
MDLZ
NewMONDELEZ INTL INC CL A
Shares513
Event2026-03-31
Filed2026-04-27
FNDE
NewSCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF
Shares868
Event2026-03-31
Filed2026-04-27
MFC
NewMANULIFE FINL CORP COM
Shares1.0K
Event2026-03-31
Filed2026-04-27
HON
NewHONEYWELL INTL INC COM
Shares147
Event2026-03-31
Filed2026-04-27
VSAT
NewVIASAT INC COM
Shares1.0K
Event2026-03-31
Filed2026-04-27
FDM
NewFIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND
Shares400
Event2026-03-31
Filed2026-04-27
AXON
NewAXON ENTERPRISE INC COM
Shares42
Event2026-03-31
Filed2026-04-27
VXF
NewVANGUARD EXTENDED MARKET ETF
Shares140
Event2026-03-31
Filed2026-04-27
CMCSA
NewCOMCAST CORP NEW CL A
Shares912
Event2026-03-31
Filed2026-04-27
REZ
NewISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF
Shares336
Event2026-03-31
Filed2026-04-27
VGT
NewVANGUARD INFORMATION TECHNOLOGY ETF
Shares38
Event2026-03-31
Filed2026-04-27
AEE
NewAMEREN CORP COM
Shares271
Event2026-03-31
Filed2026-04-27
SPBW
NewALLIANZIM BUFFER20 ALLOCATION ETF
Shares1.0K
Event2026-03-31
Filed2026-04-27
MU
NewMICRON TECHNOLOGY INC COM
Shares160
Event2026-03-31
Filed2026-04-27
EATON CORP PLC SHS
NewEATON CORP PLC SHS
Shares71
Event2026-03-31
Filed2026-04-27
QBER
NewTRUESHARES QUARTERLY BEAR HEDGE ETF
Shares1.1K
Event2026-03-31
Filed2026-04-27
UNP
NewUNION PAC CORP COM
Shares111
Event2026-03-31
Filed2026-04-27
DXJ
NewWISDOMTREE JAPAN HEDGED EQUITY FUND
Shares205
Event2026-03-31
Filed2026-04-27
COLB
NewCOLUMBIA BKG SYS INC COM
Shares1.0K
Event2026-03-31
Filed2026-04-27
TDIV
NewFIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
Shares259
Event2026-03-31
Filed2026-04-27
INTC
NewINTEL CORP COM
Shares755
Event2026-03-31
Filed2026-04-27
VLUE
NewISHARES MSCI USA VALUE FACTOR ETF
Shares200
Event2026-03-31
Filed2026-04-27
VEA
NewVANGUARD FTSE DEVELOPED MARKETS ETF
Shares391
Event2026-03-31
Filed2026-04-27
AXP
NewAMERICAN EXPRESS CO COM
Shares70
Event2026-03-31
Filed2026-04-27
INTU
NewINTUIT COM
Shares34
Event2026-03-31
Filed2026-04-27
PFE
NewPFIZER INC COM
Shares910
Event2026-03-31
Filed2026-04-27
BIL
NewSPDR BLOOMBERG 1-3 MONTH T-BILL ETF
Shares243
Event2026-03-31
Filed2026-04-27
AMAT
NewAPPLIED MATLS INC COM
Shares106
Event2026-03-31
Filed2026-04-27
TXN
NewTEXAS INSTRS INC COM
Shares118
Event2026-03-31
Filed2026-04-27
ZSEP
NewINNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR SEPTEMBER
Shares814
Event2026-03-31
Filed2026-04-27
SFM
NewSPROUTS FMRS MKT INC COM
Shares198
Event2026-03-31
Filed2026-04-27
MPW
NewMEDICAL PPTYS TRUST INC COM
Shares4.2K
Event2026-03-31
Filed2026-04-27
GEV
NewGE VERNOVA INC COM
Shares34
Event2026-03-31
Filed2026-04-27
SMH
NewVANECK SEMICONDUCTOR ETF
Shares62
Event2026-03-31
Filed2026-04-27
OXY
NewOCCIDENTAL PETE CORP COM
Shares416
Event2026-03-31
Filed2026-04-27
STN
NewSTANTEC INC COM
Shares177
Event2026-03-31
Filed2026-04-27
F
NewFORD MTR CO COM
Shares1.6K
Event2026-03-31
Filed2026-04-27
EIX
NewEDISON INTL COM
Shares329
Event2026-03-31
Filed2026-04-27
DECW
NewALLIANZIM U.S. LARGE CAP BUFFER20 DEC ETF
Shares551
Event2026-03-31
Filed2026-04-27
SHOP
NewSHOPIFY INC CL A SUB VTG SHS
Shares122
Event2026-03-31
Filed2026-04-27
ADI
NewANALOG DEVICES INC COM
Shares73
Event2026-03-31
Filed2026-04-27
TGT
NewTARGET CORP COM
Shares196
Event2026-03-31
Filed2026-04-27
ABM
NewABM INDS INC COM
Shares381
Event2026-03-31
Filed2026-04-27
WFC
NewWELLS FARGO CO NEW COM
Shares209
Event2026-03-31
Filed2026-04-27
ACCENTURE PLC IRELAND SHS CLASS A
NewACCENTURE PLC IRELAND SHS CLASS A
Shares71
Event2026-03-31
Filed2026-04-27
LINDE PLC SHS
NewLINDE PLC SHS
Shares36
Event2026-03-31
Filed2026-04-27
APH
NewAMPHENOL CORP NEW CL A
Shares137
Event2026-03-31
Filed2026-04-27
MPC
NewMARATHON PETE CORP COM
Shares87
Event2026-03-31
Filed2026-04-27
RF
NewREGIONS FINANCIAL CORP NEW COM
Shares616
Event2026-03-31
Filed2026-04-27
SCHG
NewSCHWAB U.S. LARGE-CAP GROWTH ETF
Shares504
Event2026-03-31
Filed2026-04-27
SEPW
NewALLIANZIM U.S. LARGE CAP BUFFER20 SEP ETF
Shares503
Event2026-03-31
Filed2026-04-27
FMHI
NewFIRST TRUST MUNICIPAL HIGH INCOME ETF
Shares325
Event2026-03-31
Filed2026-04-27
NVS
NewNOVARTIS AG SPONSORED ADR
Shares120
Event2026-03-31
Filed2026-04-27
MERCK & CO INC COM
NewMERCK & CO INC COM
Shares175
Event2026-03-31
Filed2026-04-27
FPF
NewFIRST TR INTER DURATN PFD & IN COM
Shares750
Event2026-03-31
Filed2026-04-27
GSK PLC SPONSORED ADR
NewGSK PLC SPONSORED ADR
Shares331
Event2026-03-31
Filed2026-04-27
EBAY
NewEBAY INC. COM
Shares157
Event2026-03-31
Filed2026-04-27
IRM
NewIRON MTN INC DEL COM
Shares139
Event2026-03-31
Filed2026-04-27
HE
NewHAWAIIAN ELEC INDUSTRIES COM
Shares1.3K
Event2026-03-31
Filed2026-04-27
VNQ
NewVANGUARD REAL ESTATE ETF
Shares147
Event2026-03-31
Filed2026-04-27
MCD
NewMCDONALDS CORP COM
Shares44
Event2026-03-31
Filed2026-04-27
FDL
NewFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
Shares300
Event2026-03-31
Filed2026-04-27
AIOO
NewALLIANZIM U.S. EQUITY BUFFER100 PROTECTION ETF
Shares493
Event2026-03-31
Filed2026-04-27
GJUL
NewFT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY
Shares301
Event2026-03-31
Filed2026-04-27
SUSB
NewISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
Shares480
Event2026-03-31
Filed2026-04-27
PKST
NewPEAKSTONE REALTY TRUST COMMON SHARES
Shares847
Event2026-03-31
Filed2026-04-27
ATO
NewATMOS ENERGY CORP COM
Shares65
Event2026-03-31
Filed2026-04-27
EMXC
NewISHARES MSCI EMERGING MARKETS EX CHINA ETF
Shares164
Event2026-03-31
Filed2026-04-27
LMT
NewLOCKHEED MARTIN CORP COM
Shares22
Event2026-03-31
Filed2026-04-27
DDOG
NewDATADOG INC CL A COM
Shares77
Event2026-03-31
Filed2026-04-27
NEE
NewNEXTERA ENERGY INC COM
Shares142
Event2026-03-31
Filed2026-04-27
ADBE
NewADOBE INC COM
Shares30
Event2026-03-31
Filed2026-04-27
BSX
NewBOSTON SCIENTIFIC CORP COM
Shares108
Event2026-03-31
Filed2026-04-27
ZDEK
NewINNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBER
Shares416
Event2026-03-31
Filed2026-04-27
ZJUL
NewINNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JULY
Shares364
Event2026-03-31
Filed2026-04-27
AEP
NewAMERICAN ELEC PWR CO INC COM
Shares93
Event2026-03-31
Filed2026-04-27
JANW
NewALLIANZIM U.S. LARGE CAP BUFFER20 JAN ETF
Shares286
Event2026-03-31
Filed2026-04-27
SCCO
NewSOUTHERN COPPER CORP COM
Shares85
Event2026-03-31
Filed2026-04-27
EZET
NewFRANKLIN ETHEREUM ETF
Shares326
Event2026-03-31
Filed2026-04-27
MEDTRONIC PLC SHS
NewMEDTRONIC PLC SHS
Shares108
Event2026-03-31
Filed2026-04-27
BOH
NewBANK HAWAII CORP COM
Shares156
Event2026-03-31
Filed2026-04-27
MUC
NewBLACKROCK MUNIHLDNGS CALI QLTY COM
Shares923
Event2026-03-31
Filed2026-04-27
FFIN
NewFIRST FINL BANKSHARES INC COM
Shares297
Event2026-03-31
Filed2026-04-27
HWM
NewHOWMET AEROSPACE INC COM
Shares50
Event2026-03-31
Filed2026-04-27
DECU
NewALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED DEC ETF
Shares365
Event2026-03-31
Filed2026-04-27
FXN
NewFIRST TRUST ENERGY ALPHADEX FUND
Shares600
Event2026-03-31
Filed2026-04-27
AIRR
NewFIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
Shares100
Event2026-03-31
Filed2026-04-27
FVD
NewFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
Shares208
Event2026-03-31
Filed2026-04-27
TJX
NewTJX COS INC NEW COM
Shares65
Event2026-03-31
Filed2026-04-27
SHV
NewISHARES SHORT TREASURY BOND ETF
Shares85
Event2026-03-31
Filed2026-04-27
CARR
NewCARRIER GLOBAL CORPORATION COM
Shares151
Event2026-03-31
Filed2026-04-27
BP
NewBP PLC SPONSORED ADR
Shares255
Event2026-03-31
Filed2026-04-27
TDTF
NewFLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND
Shares355
Event2026-03-31
Filed2026-04-27
ADP
NewAUTOMATIC DATA PROCESSING INC COM
Shares29
Event2026-03-31
Filed2026-04-27
HII
NewHUNTINGTON INGALLS INDS INC COM
Shares28
Event2026-03-31
Filed2026-04-27
OLED
NewUNIVERSAL DISPLAY CORP COM
Shares54
Event2026-03-31
Filed2026-04-27
TTWO
NewTAKE-TWO INTERACTIVE SOFTWARE COM
Shares30
Event2026-03-31
Filed2026-04-27
BMY
NewBRISTOL-MYERS SQUIBB CO COM
Shares171
Event2026-03-31
Filed2026-04-27
PAGP
NewPLAINS GP HLDGS L P LTD PARTNR INT A
Shares415
Event2026-03-31
Filed2026-04-27
GLW
NewCORNING INC COM
Shares92
Event2026-03-31
Filed2026-04-27
BITO
NewPROSHARES BITCOIN ETF
Shares376
Event2026-03-31
Filed2026-04-27
CRNC
NewCERENCE INC COM
Shares586
Event2026-03-31
Filed2026-04-27
FCT
NewFIRST TR SR FLTG RATE INCOME F COM
Shares725
Event2026-03-31
Filed2026-04-27
PAA
NewPLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN
Shares413
Event2026-03-31
Filed2026-04-27
XYZ
NewBLOCK INC CL A
Shares97
Event2026-03-31
Filed2026-04-27
TMUS
NewT-MOBILE US INC COM
Shares29
Event2026-03-31
Filed2026-04-27
OTIS
NewOTIS WORLDWIDE CORP COM
Shares75
Event2026-03-31
Filed2026-04-27
LOW
NewLOWES COS INC COM
Shares27
Event2026-03-31
Filed2026-04-27
JULU
NewALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JUL ETF
Shares219
Event2026-03-31
Filed2026-04-27
TLN
NewTALEN ENERGY CORP COM
Shares15
Event2026-03-31
Filed2026-04-27
SNOW
NewSNOWFLAKE INC COM SHS
Shares28
Event2026-03-31
Filed2026-04-27
TJUL
NewINNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2027
Shares213
Event2026-03-31
Filed2026-04-27
DE
NewDEERE & CO COM
Shares13
Event2026-03-31
Filed2026-04-27
FXU
NewFIRST TRUST UTILITIES ALPHADEX FUND
Shares125
Event2026-03-31
Filed2026-04-27
MCK
NewMCKESSON CORP COM
Shares7
Event2026-03-31
Filed2026-04-27
EW
NewEDWARDS LIFESCIENCES CORP COM
Shares68
Event2026-03-31
Filed2026-04-27
VGSH
NewVANGUARD SHORT-TERM TREASURY ETF
Shares86
Event2026-03-31
Filed2026-04-27
WEC ENERGY GROUP INC COM
NewWEC ENERGY GROUP INC COM
Shares44
Event2026-03-31
Filed2026-04-27
NUE
NewNUCOR CORP COM
Shares37
Event2026-03-31
Filed2026-04-27
FSTA
NewFIDELITY MSCI CONSUMER STAPLES INDEX ETF
Shares100
Event2026-03-31
Filed2026-04-27
OHI
NewOMEGA HEALTHCARE INVS INC COM
Shares118
Event2026-03-31
Filed2026-04-27
NHI
NewNATIONAL HEALTH INVS INC COM
Shares62
Event2026-03-31
Filed2026-04-27
INVESCO S&P 500 EQUAL WEIGHT ETF
NewINVESCO S&P 500 EQUAL WEIGHT ETF
Shares24
Event2026-03-31
Filed2026-04-27
DELL
NewDELL TECHNOLOGIES INC CL C
Shares32
Event2026-03-31
Filed2026-04-27
DLN
NewWISDOMTREE U.S. LARGECAP DIVIDEND FUND
Shares51
Event2026-03-31
Filed2026-04-27
UPST
NewUPSTART HLDGS INC COM
Shares86
Event2026-03-31
Filed2026-04-27
ARM
NewARM HOLDINGS PLC SPONSORED ADS
Shares30
Event2026-03-31
Filed2026-04-27
PBA
NewPEMBINA PIPELINE CORP COM
Shares102
Event2026-03-31
Filed2026-04-27
DUKE ENERGY CORP NEW COM NEW
NewDUKE ENERGY CORP NEW COM NEW
Shares33
Event2026-03-31
Filed2026-04-27
TFC
NewTRUIST FINL CORP COM
Shares90
Event2026-03-31
Filed2026-04-27
IWC
NewISHARES MICRO-CAP ETF
Shares27
Event2026-03-31
Filed2026-04-27
CMG
NewCHIPOTLE MEXICAN GRILL INC COM
Shares100
Event2026-03-31
Filed2026-04-27
ITW
NewILLINOIS TOOL WKS INC COM
Shares15
Event2026-03-31
Filed2026-04-27
LQD
NewISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
Shares35
Event2026-03-31
Filed2026-04-27
FCX
NewFREEPORT-MCMORAN INC CL B
Shares96
Event2026-03-31
Filed2026-04-27
XRX
NewXEROX HOLDINGS CORP COM NEW
Shares1.0K
Event2026-03-31
Filed2026-04-27
NOBL
NewPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
Shares36
Event2026-03-31
Filed2026-04-27
GBIL
NewACCESS TREASURY 0-1 YEAR ETF
Shares36
Event2026-03-31
Filed2026-04-27
FDX
NewFEDEX CORP COM
Shares15
Event2026-03-31
Filed2026-04-27
BND
NewVANGUARD TOTAL BOND MARKET ETF
Shares46
Event2026-03-31
Filed2026-04-27
SPTL
NewSPDR PORTFOLIO LONG TERM TREASURY ETF
Shares126
Event2026-03-31
Filed2026-04-27
SNAP
NewSNAP INC CL A
Shares435
Event2026-03-31
Filed2026-04-27
QBUL
NewTRUESHARES QUARTERLY BULL HEDGE ETF
Shares120
Event2026-03-31
Filed2026-04-27
PNC
NewPNC FINL SVCS GROUP INC COM
Shares15
Event2026-03-31
Filed2026-04-27
MARVELL TECHNOLOGY INC COM
NewMARVELL TECHNOLOGY INC COM
Shares35
Event2026-03-31
Filed2026-04-27
VTR
NewVENTAS INC COM
Shares42
Event2026-03-31
Filed2026-04-27
CCL
NewCARNIVAL CORP PAIRED CTF
Shares100
Event2026-03-31
Filed2026-04-27
HOG
NewHARLEY DAVIDSON INC COM
Shares100
Event2026-03-31
Filed2026-04-27
SYY
NewSYSCO CORP COM
Shares33
Event2026-03-31
Filed2026-04-27
ULTA
NewULTA BEAUTY INC COM
Shares5
Event2026-03-31
Filed2026-04-27
SOFI
NewSOFI TECHNOLOGIES INC COM
Shares102
Event2026-03-31
Filed2026-04-27
FBT
NewFIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND
Shares15
Event2026-03-31
Filed2026-04-27
CVNA
NewCARVANA CO CL A
Shares7
Event2026-03-31
Filed2026-04-27
BROS
NewDUTCH BROS INC CL A
Shares50
Event2026-03-31
Filed2026-04-27
ELV
NewELEVANCE HEALTH INC FORMERLY A COM
Shares8
Event2026-03-31
Filed2026-04-27
INGR
NewINGREDION INC COM
Shares21
Event2026-03-31
Filed2026-04-27
WBD
NewWARNER BROS DISCOVERY INC COM SER A
Shares130
Event2026-03-31
Filed2026-04-27
SIXP
NewALLIANZIM U.S. LARGE CAP 6 MONTH BUFFER10 MAR/SEP ETF
Shares79
Event2026-03-31
Filed2026-04-27
PARAMOUNT SKYDANCE CORP COM CL B
NewPARAMOUNT SKYDANCE CORP COM CL B
Shares127
Event2026-03-31
Filed2026-04-27
WU
NewWESTERN UN CO COM
Shares300
Event2026-03-31
Filed2026-04-27
NVO
NewNOVO-NORDISK A S ADR
Shares43
Event2026-03-31
Filed2026-04-27
WY
NewWEYERHAEUSER CO MTN BE COM NEW
Shares95
Event2026-03-31
Filed2026-04-27
ZION
NewZIONS BANCORPORATION N A COM
Shares40
Event2026-03-31
Filed2026-04-27
SBR
NewSABINE RTY TR UNIT BEN INT
Shares27
Event2026-03-31
Filed2026-04-27
FLDR
NewFIDELITY LOW DURATION BOND FACTOR ETF
Shares42
Event2026-03-31
Filed2026-04-27
FTHI
NewFIRST TRUST BUYWRITE INCOME ETF
Shares87
Event2026-03-31
Filed2026-04-27
TUA
NewSIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF
Shares93
Event2026-03-31
Filed2026-04-27
HLN
NewHALEON PLC SPON ADS
Shares226
Event2026-03-31
Filed2026-04-27
PEO
NewADAM NAT RES FD INC COM
Shares93
Event2026-03-31
Filed2026-04-27
JEF
NewJEFFERIES FINL GROUP INC COM
Shares30
Event2026-03-31
Filed2026-04-27
CAG
NewCONAGRA BRANDS INC COM
Shares107
Event2026-03-31
Filed2026-04-27
NTAP
NewNETAPP INC COM
Shares16
Event2026-03-31
Filed2026-04-27
OKTA
NewOKTA INC CL A
Shares20
Event2026-03-31
Filed2026-04-27
SCHD
NewSCHWAB US DIVIDEND EQUITY ETF
Shares64
Event2026-03-31
Filed2026-04-27
LVS
NewLAS VEGAS SANDS CORP COM
Shares32
Event2026-03-31
Filed2026-04-27
UPS
NewUNITED PARCEL SERVICE INC CL B
Shares19
Event2026-03-31
Filed2026-04-27
IWP
NewISHARES RUSSELL MID-CAP GROWTH ETF
Shares11
Event2026-03-31
Filed2026-04-27
KRP
NewKIMBELL RTY PARTNERS LP UNIT
Shares112
Event2026-03-31
Filed2026-04-27
BN
NewBROOKFIELD CORP CL A LTD VT SH
Shares22
Event2026-03-31
Filed2026-04-27
STZ
NewCONSTELLATION BRANDS INC CL A
Shares11
Event2026-03-31
Filed2026-04-27
BXSL
NewBLACKSTONE SECD LENDING FD COMMON STOCK
Shares56
Event2026-03-31
Filed2026-04-27
MCGA
NewYORKVILLE ACQUISITION CORP. SHS CL A
Shares137
Event2026-03-31
Filed2026-04-27
FDLO
NewFIDELITY LOW VOLATILITY FACTOR ETF
Shares22
Event2026-03-31
Filed2026-04-27
EPM
NewEVOLUTION PETE CORP COM
Shares300
Event2026-03-31
Filed2026-04-27
BGFV
NewBIG 5 SPORTING GOODS CORP COM
Shares1.0K
Event2026-03-31
Filed2026-04-27
SBIO
NewALPS MEDICAL BREAKTHROUGHS ETF
Shares37
Event2026-03-31
Filed2026-04-27
COP
NewCONOCOPHILLIPS COM
Shares15
Event2026-03-31
Filed2026-04-27
TTD
NewTHE TRADE DESK INC COM CL A
Shares28
Event2026-03-31
Filed2026-04-27
GEHC
NewGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
Shares17
Event2026-03-31
Filed2026-04-27
BTAL
NewAGF U.S. MARKET NEUTRAL ANTI-BETA FUND
Shares79
Event2026-03-31
Filed2026-04-27
IHDG
NewWISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND
Shares27
Event2026-03-31
Filed2026-04-27
CLNE
NewCLEAN ENERGY FUELS CORP COM
Shares450
Event2026-03-31
Filed2026-04-27
DEO
NewDIAGEO PLC SPON ADR NEW
Shares12
Event2026-03-31
Filed2026-04-27
BTI
NewBRITISH AMERN TOB PLC SPONSORED ADR
Shares20
Event2026-03-31
Filed2026-04-27
PATH
NewUIPATH INC CL A
Shares75
Event2026-03-31
Filed2026-04-27
OXY.WS
NewOCCIDENTAL PETE CORP WT EXP 080327
Shares39
Event2026-03-31
Filed2026-04-27
FNDA
NewSCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF
Shares30
Event2026-03-31
Filed2026-04-27
KD
NewKYNDRYL HLDGS INC COMMON STOCK
Shares30
Event2026-03-31
Filed2026-04-27
IGEB
NewISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF
Shares19
Event2026-03-31
Filed2026-04-27
IEP
NewICAHN ENTERPRISES LP DEPOSITARY UNIT
Shares100
Event2026-03-31
Filed2026-04-27
PSTG
NewPURE STORAGE INC CL A
Shares10
Event2026-03-31
Filed2026-04-27
EMMF
NewWISDOMTREE EMERGING MARKETS MULTIFACTOR FUND
Shares27
Event2026-03-31
Filed2026-04-27
EXEL
NewEXELIXIS INC COM
Shares20
Event2026-03-31
Filed2026-04-27
KHC
NewKRAFT HEINZ CO COM
Shares31
Event2026-03-31
Filed2026-04-27
DIBS
New1STDIBS COM INC COM
Shares316
Event2026-03-31
Filed2026-04-27
DECZ
NewTRUESHARES STRUCTURED OUTCOME (DECEMBER) ETF
Shares20
Event2026-03-31
Filed2026-04-27
SEPZ
NewTRUESHARES STRUCTURED OUTCOME SEPTEMBER ETF
Shares19
Event2026-03-31
Filed2026-04-27
NIO
NewNIO INC SPON ADS
Shares104
Event2026-03-31
Filed2026-04-27
PBYI
NewPUMA BIOTECHNOLOGY INC COM
Shares148
Event2026-03-31
Filed2026-04-27
SPDR BLOOMBERG HIGH YIELD BOND ETF
NewSPDR BLOOMBERG HIGH YIELD BOND ETF
Shares8
Event2026-03-31
Filed2026-04-27
NMAX
NewNEWSMAX INC COM SHS CLASS B
Shares60
Event2026-03-31
Filed2026-04-27
RIO
NewRIO TINTO PLC SPONSORED ADR
Shares11
Event2026-03-31
Filed2026-04-27
FTSL
NewFIRST TRUST SENIOR LOAN FUND
Shares15
Event2026-03-31
Filed2026-04-27
FVRR
NewFIVERR INTL LTD ORD SHS
Shares27
Event2026-03-31
Filed2026-04-27
RLY
NewSPDR SSGA MULTI-ASSET REAL RETURN ETF
Shares19
Event2026-03-31
Filed2026-04-27
BNDX
NewVANGUARD TOTAL INTERNATIONAL BOND ETF
Shares11
Event2026-03-31
Filed2026-04-27
TLT
NewISHARES 20 YEAR TREASURY BOND ETF
Shares6
Event2026-03-31
Filed2026-04-27
AGG
NewISHARES CORE U.S. AGGREGATE BOND ETF
Shares5
Event2026-03-31
Filed2026-04-27
MGA
NewMAGNA INTL INC COM
Shares10
Event2026-03-31
Filed2026-04-27
HUN
NewHUNTSMAN CORP COM
Shares47
Event2026-03-31
Filed2026-04-27
TEVA
NewTEVA PHARMACEUTICAL INDS LTD SPONSORED ADS
Shares20
Event2026-03-31
Filed2026-04-27
CROWN CASTLE INC COM
NewCROWN CASTLE INC COM
Shares4
Event2026-03-31
Filed2026-04-27
AIG
NewAMERICAN INTL GROUP INC COM NEW
Shares4
Event2026-03-31
Filed2026-04-27
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS
NewBROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS
Shares5
Event2026-03-31
Filed2026-04-27
PUK
NewPRUDENTIAL PLC ADR
Shares10
Event2026-03-31
Filed2026-04-27
VMBS
NewVANGUARD MORTGAGE-BACKED SECURITIES ETF
Shares5
Event2026-03-31
Filed2026-04-27
BIV
NewVANGUARD INTERMEDIATE-TERM BOND ETF
Shares3
Event2026-03-31
Filed2026-04-27
SOLV
NewSOLVENTUM CORP COM SHS
Shares3
Event2026-03-31
Filed2026-04-27
TRP
NewTC ENERGY CORP COM
Shares4
Event2026-03-31
Filed2026-04-27
BLV
NewVANGUARD LONG-TERM BOND ETF
Shares3
Event2026-03-31
Filed2026-04-27
ITOT
NewISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
Shares1
Event2026-03-31
Filed2026-04-27
VFF
NewVILLAGE FARMS INTL INC COM
Shares50
Event2026-03-31
Filed2026-04-27
MFUL
NewCOLLABORATIVE INVESTMENT - MINDFUL CONSERVATIVE ETF
Shares7
Event2026-03-31
Filed2026-04-27
VTRS
NewVIATRIS INC COM
Shares15
Event2026-03-31
Filed2026-04-27
RULE
NewCOLLABORATIVE INVESTMENT SERIES TRUST - ADAPTIVE CORE ETF
Shares6
Event2026-03-31
Filed2026-04-27
OGN
NewORGANON & CO COMMON STOCK
Shares12
Event2026-03-31
Filed2026-04-27
MCHP
NewMICROCHIP TECHNOLOGY INC. COM
Shares2
Event2026-03-31
Filed2026-04-27
LIVE
NewLIVE VENTURES INC COM NEW
Shares5
Event2026-03-31
Filed2026-04-27
VTS
NewVITESSE ENERGY INC COMMON STOCK
Shares3
Event2026-03-31
Filed2026-04-27
CTVA
NewCORTEVA INC COM
Shares1
Event2026-03-31
Filed2026-04-27
GAP
NewGAP INC COM
Shares3
Event2026-03-31
Filed2026-04-27
MXL
NewMAXLINEAR INC COM
Shares3
Event2026-03-31
Filed2026-04-27
SFIX
NewSTITCH FIX INC COM CL A
Shares10
Event2026-03-31
Filed2026-04-27
DNP
NewDNP SELECT INCOME FD INC COM
Shares1
Event2026-03-31
Filed2026-04-27
CANOPY GROWTH CORP COM NEW
NewCANOPY GROWTH CORP COM NEW
Shares4
Event2026-03-31
Filed2026-04-27
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available