Sponsored
The Analysis of MPWM ADVISORY SOLUTIONS, LLC's Holdings & P&L
Currently, MPWM ADVISORY SOLUTIONS, LLC holds 577 types of securities in its portfolio with a total value $188.8M. In the most recent quarter, they have increased their positions in SPMO (+31.3K shares, valued at $3.5M), GRNY (+123.9K shares, valued at $3.0M), SPTL (+106.6K shares, valued at $2.8M); decreased their positions in CDL (-438.0K shares, valued at $32.6M), CGGR (-65.2K shares, valued at $2.6M), QQQM (-8.6K shares, valued at $2.0M); initiated new positions in SPMO (+31.3K shares, valued at $3.5M), IVE (+12.2K shares, valued at $2.6M), IDMO (+39.5K shares, valued at $2.2M).
1M P&L
+6.8M+3.36%
3M P&L
+3.2M+1.55%
HY P&L
+12.7M+6.53%
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/A149.5M
90.0%
2Semiconductors2.8M
1.7%
3Consumer Electronics2.6M
1.6%
Top Industries by Stock Count
1N/A234 stocks
47.0%
2Software - Application14 stocks
2.8%
3Software - Infrastructure13 stocks
2.6%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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SPY
1.46%STATE STREET
Shares49.7K
Event2026-03-31
Filed2026-05-13
SPTM
2.28%STATE STREET
Shares208.6K
Event2026-03-31
Filed2026-05-13
SPTL
44.32%STATE STREET
Shares347.2K
Event2026-03-31
Filed2026-05-13
INVESCO QQQ
13.90%INVESCO QQQ
Shares15.1K
Event2026-03-31
Filed2026-05-13
IWM
1.19%ISHARES RUSSELL
Shares23.5K
Event2026-03-31
Filed2026-05-13
CLOI
8.00%VANECK CLO
Shares99.3K
Event2026-03-31
Filed2026-05-13
BUFQ
-4.53%FIRST TRUST
Shares145.8K
Event2026-03-31
Filed2026-05-13
DFUS
-1.68%DIMENSIONAL US
Shares55.6K
Event2026-03-31
Filed2026-05-13
QQQM
-34.15%INVESCO NASDAQ
Shares16.6K
Event2026-03-31
Filed2026-05-13
SPYG
-0.72%STATE STREET
Shares38.4K
Event2026-03-31
Filed2026-05-13
CDL
-89.78%VICTORYSHARES US
Shares49.8K
Event2026-03-31
Filed2026-05-13
SPMO
NewINVESCO S&P
Shares31.3K
Event2026-03-31
Filed2026-05-13
SDVY
10.92%FIRST TRUST
Shares88.4K
Event2026-03-31
Filed2026-05-13
XLI
-26.60%STATE STREET
Shares21.0K
Event2026-03-31
Filed2026-05-13
GRNY
18522.87%FUNDSTRAT GRANNY
Shares124.6K
Event2026-03-31
Filed2026-05-13
INDA
-10.89%ISHARES MSCI
Shares57.9K
Event2026-03-31
Filed2026-05-13
IVE
NewISHARES S&P
Shares12.2K
Event2026-03-31
Filed2026-05-13
NVDA
7.47%NVIDIA CORP
Shares14.0K
Event2026-03-31
Filed2026-05-13
AAPL
0.58%APPLE INC
Shares9.5K
Event2026-03-31
Filed2026-05-13
IDMO
NewINVESCO S&P
Shares39.5K
Event2026-03-31
Filed2026-05-13
TFLO
-10.22%ISHARES TREASURY
Shares39.6K
Event2026-03-31
Filed2026-05-13
CIBR
-1.96%FIRST TRUST
Shares29.5K
Event2026-03-31
Filed2026-05-13
MINT
-0.02%PIMCO EHNANCED
Shares17.5K
Event2026-03-31
Filed2026-05-13
GTO
NewINVESCO TOTAL
Shares35.2K
Event2026-03-31
Filed2026-05-13
TOTL
NewSTATE STREET
Shares34.8K
Event2026-03-31
Filed2026-05-13
MGC
7.82%VANGUARD MEGA
Shares5.8K
Event2026-03-31
Filed2026-05-13
EMB
256.86%ISHARES JPMORGAN
Shares14.7K
Event2026-03-31
Filed2026-05-13
PULS
6.82%PGIM ULTRA
Shares26.2K
Event2026-03-31
Filed2026-05-13
OUNZ
10.94%VANECK MERK
Shares28.5K
Event2026-03-31
Filed2026-05-13
AMZN
0.82%AMAZON COM
Shares6.1K
Event2026-03-31
Filed2026-05-13
VO
7.93%VANGUARD MID
Shares3.9K
Event2026-03-31
Filed2026-05-13
SCHO
-11.89%SCHWAB SHORT
Shares45.5K
Event2026-03-31
Filed2026-05-13
DFIV
4.93%DIMENSIONAL INTL
Shares20.6K
Event2026-03-31
Filed2026-05-13
MUA
0.36%BLACKROCK MUNIASSETS
Shares102.0K
Event2026-03-31
Filed2026-05-13
ALPHABET INC
0.27%ALPHABET INC
Shares3.7K
Event2026-03-31
Filed2026-05-13
ALERIAN MLP
6.36%ALERIAN MLP
Shares19.3K
Event2026-03-31
Filed2026-05-13
FLXR
NewTCW FLEXIBLE
Shares23.8K
Event2026-03-31
Filed2026-05-13
VTI
-20.83%VANGUARD TOTAL
Shares2.9K
Event2026-03-31
Filed2026-05-13
FTA
0.68%FIRST TRUST
Shares9.6K
Event2026-03-31
Filed2026-05-13
PFXF
0.61%VANECK PFD
Shares47.6K
Event2026-03-31
Filed2026-05-13
ALPHABET INC
6.21%ALPHABET INC
Shares2.8K
Event2026-03-31
Filed2026-05-13
AGG
114.67%ISHARES CORE
Shares8.0K
Event2026-03-31
Filed2026-05-13
FTC
-0.18%FIRST TRUST
Shares5.1K
Event2026-03-31
Filed2026-05-13
GLD
7.93%SPDR GOLD
Shares1.8K
Event2026-03-31
Filed2026-05-13
VANGUARD S&P
42.83%VANGUARD S&P
Shares1.3K
Event2026-03-31
Filed2026-05-13
CII
272.43%BLACKROCK ENHANCED
Shares35.1K
Event2026-03-31
Filed2026-05-13
VB
-8.31%VANGUARD SMALL
Shares2.8K
Event2026-03-31
Filed2026-05-13
V
-3.55%VISA INC
Shares2.1K
Event2026-03-31
Filed2026-05-13
FDT
1.97%FIRST TRUST
Shares7.2K
Event2026-03-31
Filed2026-05-13
DFAC
-4.58%DIMENSIONAL US
Shares16.2K
Event2026-03-31
Filed2026-05-13
MSFT
1.89%MICROSOFT CORP
Shares1.7K
Event2026-03-31
Filed2026-05-13
MGK
0.00%VANGUARD MEGA
Shares1.6K
Event2026-03-31
Filed2026-05-13
QGRO
2.41%AMERICAN CENTURY
Shares5.5K
Event2026-03-31
Filed2026-05-13
META
-4.58%META PLATFORMS
Shares999
Event2026-03-31
Filed2026-05-13
SGOV
-17.51%ISHARES 0-3
Shares5.6K
Event2026-03-31
Filed2026-05-13
FEZ
2.08%STATE STREET
Shares8.9K
Event2026-03-31
Filed2026-05-13
PAAA
3.49%PGIM AAA
Shares10.6K
Event2026-03-31
Filed2026-05-13
WST
0.00%WEST PHARMACEUTICAL
Shares2.1K
Event2026-03-31
Filed2026-05-13
DFUV
-4.85%DIMENSIONAL US
Shares10.5K
Event2026-03-31
Filed2026-05-13
JPST
-4.22%JPMORGAN
Shares9.7K
Event2026-03-31
Filed2026-05-13
DFAS
1.05%DIMENSIONAL US
Shares6.8K
Event2026-03-31
Filed2026-05-13
XLK
40.40%STATE STREET
Shares3.4K
Event2026-03-31
Filed2026-05-13
BIL
1.66%STATE STREET
Shares4.8K
Event2026-03-31
Filed2026-05-13
NEE
125.93%NEXTERA ENERGY
Shares4.7K
Event2026-03-31
Filed2026-05-13
TBIL
39.81%F/M U S
Shares8.5K
Event2026-03-31
Filed2026-05-13
FVD
3.20%FIRST TRUST
Shares8.9K
Event2026-03-31
Filed2026-05-13
DFAX
-4.40%DIMENSIONAL WORLD
Shares11.9K
Event2026-03-31
Filed2026-05-13
INVESCO S&P
75.40%INVESCO S&P
Shares2.1K
Event2026-03-31
Filed2026-05-13
IWB
0.00%ISHARES RUSSELL
Shares1.1K
Event2026-03-31
Filed2026-05-13
BIV
2.77%VANGUARD INTERMEDIATE
Shares5.1K
Event2026-03-31
Filed2026-05-13
FTCS
3.48%FIRST TRUST
Shares4.1K
Event2026-03-31
Filed2026-05-13
RDVY
2.53%FIRST TRUST
Shares5.5K
Event2026-03-31
Filed2026-05-13
SFLR
-59.66%INNOVATOR EQUITY
Shares10.6K
Event2026-03-31
Filed2026-05-13
CGGR
-87.85%CAPITAL GROUP
Shares9.0K
Event2026-03-31
Filed2026-05-13
TSLA
0.52%TESLA INC
Shares962
Event2026-03-31
Filed2026-05-13
DFIC
10.73%DIMENSIONAL INTL
Shares10.1K
Event2026-03-31
Filed2026-05-13
FEP
0.90%FIRST TRUST
Shares6.3K
Event2026-03-31
Filed2026-05-13
BST
150.45%BLACKROCK SCIENCE
Shares9.1K
Event2026-03-31
Filed2026-05-13
CFA
0.00%VICTORYSHARES US
Shares3.4K
Event2026-03-31
Filed2026-05-13
JNJ
-3.62%JOHNSON & JOHNSON
Shares1.3K
Event2026-03-31
Filed2026-05-13
LMBS
1.51%FIRST TRUST
Shares5.8K
Event2026-03-31
Filed2026-05-13
SPYV
1.28%STATE STREET
Shares5.1K
Event2026-03-31
Filed2026-05-13
MARVELL TECHNOLOGY
-4.93%MARVELL TECHNOLOGY
Shares2.9K
Event2026-03-31
Filed2026-05-13
WU
0.62%WESTERN UNION
Shares32.5K
Event2026-03-31
Filed2026-05-13
FNDE
NewSCHWAB FUNDAMENTAL
Shares7.3K
Event2026-03-31
Filed2026-05-13
VV
0.00%VANGUARD LARGE
Shares938
Event2026-03-31
Filed2026-05-13
IJH
-84.18%ISHARES CORE
Shares4.1K
Event2026-03-31
Filed2026-05-13
VEA
-2.29%VANGUARD FTSE
Shares4.3K
Event2026-03-31
Filed2026-05-13
VZ
0.00%VERIZON COMMUNICATIONS
Shares5.2K
Event2026-03-31
Filed2026-05-13
BERKSHIRE HATHAWAY
-0.55%BERKSHIRE HATHAWAY
Shares544
Event2026-03-31
Filed2026-05-13
BITMINE IMMERSION
-6.49%BITMINE IMMERSION
Shares12.2K
Event2026-03-31
Filed2026-05-13
SMH
2146.43%VANECK SEMICONDUCTOR
Shares629
Event2026-03-31
Filed2026-05-13
XLV
38.83%STATE STREET
Shares1.6K
Event2026-03-31
Filed2026-05-13
VHT
525.56%VANGUARD HEALTH
Shares832
Event2026-03-31
Filed2026-05-13
VYM
-6.96%VANGUARD HIGH
Shares1.5K
Event2026-03-31
Filed2026-05-13
MERCK & COMPANY
0.00%MERCK & COMPANY
Shares1.8K
Event2026-03-31
Filed2026-05-13
FNDF
247.54%SCHWAB FUNDAMENTAL
Shares4.4K
Event2026-03-31
Filed2026-05-13
SLV
55.00%ISHARES SILVER
Shares3.1K
Event2026-03-31
Filed2026-05-13
TDIV
4.76%FIRST TRUST
Shares2.2K
Event2026-03-31
Filed2026-05-13
FLMI
39.29%FRANKLIN DYNAMIC
Shares8.3K
Event2026-03-31
Filed2026-05-13
FNX
2.25%FIRST TRUST
Shares1.6K
Event2026-03-31
Filed2026-05-13
XMHQ
88.79%INVESCO S&P
Shares2.0K
Event2026-03-31
Filed2026-05-13
IFRA
8537.50%ISHARES TRUST
Shares3.5K
Event2026-03-31
Filed2026-05-13
TMUS
0.00%T-MOBILE US
Shares915
Event2026-03-31
Filed2026-05-13
PPA
73.12%INVESCO AEROSPACE
Shares1.2K
Event2026-03-31
Filed2026-05-13
LLY
1.47%ELI LILLY
Shares207
Event2026-03-31
Filed2026-05-13
PFE
-0.18%PFIZER INC
Shares6.5K
Event2026-03-31
Filed2026-05-13
DRUP
NewGRANITESHARES NASDAQ
Shares3.3K
Event2026-03-31
Filed2026-05-13
TLT
0.69%ISHARES 20 PLUS
Shares2.0K
Event2026-03-31
Filed2026-05-13
ARISTA NETWORKS
-9.62%ARISTA NETWORKS
Shares1.4K
Event2026-03-31
Filed2026-05-13
FDN
-3.78%FIRST TRUST
Shares739
Event2026-03-31
Filed2026-05-13
IBM
0.14%INTL BUSINESS
Shares709
Event2026-03-31
Filed2026-05-13
GDX
56.95%VANECK GOLD
Shares1.9K
Event2026-03-31
Filed2026-05-13
MU
3.31%MICRON TECHNOLOGY INC
Shares499
Event2026-03-31
Filed2026-05-13
UAL
69.13%UNITED AIRLINES
Shares1.8K
Event2026-03-31
Filed2026-05-13
FEM
1.28%FIRST TRUST
Shares5.4K
Event2026-03-31
Filed2026-05-13
NFLX
36.05%NETFLIX INC
Shares1.7K
Event2026-03-31
Filed2026-05-13
UTES
NewVIRTUS REAVES
Shares2.0K
Event2026-03-31
Filed2026-05-13
NDMO
-2.47%NUVEEN DYNAMIC
Shares15.2K
Event2026-03-31
Filed2026-05-13
SPDW
502.26%STATE STREET
Shares3.2K
Event2026-03-31
Filed2026-05-13
VKTX
-35.84%VIKING THERAPEUTICS
Shares4.5K
Event2026-03-31
Filed2026-05-13
IBB
0.00%ISHARES BIOTECHNOLOGY
Shares840
Event2026-03-31
Filed2026-05-13
NCLH
-11.83%NORWEGIAN CRUISE
Shares7.5K
Event2026-03-31
Filed2026-05-13
CVX
-48.09%CHEVRON CORP
Shares667
Event2026-03-31
Filed2026-05-13
BUFF
0.00%INNOVATOR ETFS
Shares2.7K
Event2026-03-31
Filed2026-05-13
JEPQ
228.57%JPMORGAN
Shares2.3K
Event2026-03-31
Filed2026-05-13
IVV
0.00%ISHARES CORE
Shares192
Event2026-03-31
Filed2026-05-13
FHN
0.61%FIRST HORIZON
Shares5.4K
Event2026-03-31
Filed2026-05-13
IVW
0.00%ISHARES S&P
Shares1.1K
Event2026-03-31
Filed2026-05-13
XYZ
493.53%BLOCK INC
Shares2.0K
Event2026-03-31
Filed2026-05-13
WMT
0.21%WALMART INC
Shares976
Event2026-03-31
Filed2026-05-13
SPIB
0.00%STATE STREET
Shares3.3K
Event2026-03-31
Filed2026-05-13
ICSH
0.00%ISHARES ULTRA
Shares2.2K
Event2026-03-31
Filed2026-05-13
OBDC
51.52%BLUE OWL
Shares10.0K
Event2026-03-31
Filed2026-05-13
CAT
33.63%CATERPILLAR INC
Shares151
Event2026-03-31
Filed2026-05-13
IEFA
-24.72%ISHARES CORE
Shares1.2K
Event2026-03-31
Filed2026-05-13
DLY
1.32%DOUBLELINE YIELD
Shares7.2K
Event2026-03-31
Filed2026-05-13
UITB
0.00%VICTORYSHARES CORE
Shares2.1K
Event2026-03-31
Filed2026-05-13
DFSD
0.00%DIMENSIONAL SHORT
Shares2.0K
Event2026-03-31
Filed2026-05-13
ZBRA
80.00%ZEBRA TECHNOLOGIES
Shares450
Event2026-03-31
Filed2026-05-13
FTSL
0.00%FIRST TRUST
Shares2.0K
Event2026-03-31
Filed2026-05-13
NSC
0.00%NORFOLK SOUTHERN
Shares307
Event2026-03-31
Filed2026-05-13
XLG
NewINVESCO S&P
Shares1.6K
Event2026-03-31
Filed2026-05-13
CGSD
16.20%CAPITAL GROUP
Shares3.4K
Event2026-03-31
Filed2026-05-13
FNY
-8.44%FIRST TRUST
Shares965
Event2026-03-31
Filed2026-05-13
FPE
-2.15%FIRST TRUST
Shares4.9K
Event2026-03-31
Filed2026-05-13
DGRO
0.49%ISHARES CORE
Shares1.2K
Event2026-03-31
Filed2026-05-13
SPHB
-14.90%INVESCO S&P
Shares748
Event2026-03-31
Filed2026-05-13
QYLD
-10.30%GLOBAL X
Shares5.0K
Event2026-03-31
Filed2026-05-13
VEU
70.09%VANGUARD FTSE
Shares1.1K
Event2026-03-31
Filed2026-05-13
TSM
2.98%TAIWAN SEMICONDUCTOR
Shares242
Event2026-03-31
Filed2026-05-13
CDNS
0.00%CADENCE DESIGN
Shares290
Event2026-03-31
Filed2026-05-13
VGT
NewVANGUARD INFORMATION
Shares114
Event2026-03-31
Filed2026-05-13
PAB
NewPGIM ACTIVE
Shares1.9K
Event2026-03-31
Filed2026-05-13
BROADCOM INC
89.55%BROADCOM INC
Shares254
Event2026-03-31
Filed2026-05-13
GOF
0.00%GUGGENHEIM STRATEGIC
Shares7.0K
Event2026-03-31
Filed2026-05-13
BUI
44.82%BLACKROCK UTILITIES
Shares2.9K
Event2026-03-31
Filed2026-05-13
JPM
58.54%JPMORGAN CHASE
Shares260
Event2026-03-31
Filed2026-05-13
CRWV
-48.07%COREWEAVE INC
Shares980
Event2026-03-31
Filed2026-05-13
LAM RESEARCH
0.00%LAM RESEARCH
Shares350
Event2026-03-31
Filed2026-05-13
VIG
NewVANGUARD DIVIDEND
Shares347
Event2026-03-31
Filed2026-05-13
INTC
90.40%INTEL CORP
Shares1.7K
Event2026-03-31
Filed2026-05-13
IEV
0.00%ISHARES EUROPE
Shares1.1K
Event2026-03-31
Filed2026-05-13
TMO
0.00%THERMO FISHER
Shares150
Event2026-03-31
Filed2026-05-13
SCHG
NewSCHWAB US
Shares2.5K
Event2026-03-31
Filed2026-05-13
SCHD
0.00%SCHWAB US
Shares2.4K
Event2026-03-31
Filed2026-05-13
ITOT
0.00%ISHARES CORE
Shares510
Event2026-03-31
Filed2026-05-13
KBWD
0.00%INVESCO KBW
Shares5.6K
Event2026-03-31
Filed2026-05-13
CRM
535.09%SALESFORCE INC
Shares362
Event2026-03-31
Filed2026-05-13
BUFR
-6.80%FIRST TRUST
Shares2.0K
Event2026-03-31
Filed2026-05-13
LMT
0.00%LOCKHEED MARTIN
Shares111
Event2026-03-31
Filed2026-05-13
VUG
0.00%VANGUARD GROWTH
Shares151
Event2026-03-31
Filed2026-05-13
IWF
17.69%ISHARES RUSSELL
Shares153
Event2026-03-31
Filed2026-05-13
HIPS
NewGRANITESHARES HIPS
Shares5.6K
Event2026-03-31
Filed2026-05-13
GABF
NewGABELLI FINL
Shares1.5K
Event2026-03-31
Filed2026-05-13
HASI
NewHA SUSTAINABLE
Shares1.7K
Event2026-03-31
Filed2026-05-13
IUSB
0.00%ISHARES CORE
Shares1.3K
Event2026-03-31
Filed2026-05-13
WRB
0.00%BERKLEY W R
Shares900
Event2026-03-31
Filed2026-05-13
FYX
-14.46%FIRST TRUST
Shares491
Event2026-03-31
Filed2026-05-13
PEP
0.00%PEPSICO INC
Shares377
Event2026-03-31
Filed2026-05-13
ABBV
189.25%ABBVIE INC
Shares269
Event2026-03-31
Filed2026-05-13
KO
-34.36%COCA COLA COMPANY
Shares764
Event2026-03-31
Filed2026-05-13
FEX
0.00%FIRST TRUST
Shares475
Event2026-03-31
Filed2026-05-13
COST
-58.87%COSTCO WHOLESALE
Shares58
Event2026-03-31
Filed2026-05-13
VYMI
NewVANGUARD INTL
Shares611
Event2026-03-31
Filed2026-05-13
LNG
NewCHENIERE ENERGY
Shares201
Event2026-03-31
Filed2026-05-13
EFG
10.82%ISHARES MSCI
Shares512
Event2026-03-31
Filed2026-05-13
NLR
NewVANECK URANIUM
Shares428
Event2026-03-31
Filed2026-05-13
IWR
-2.02%ISHARES RUSSELL
Shares581
Event2026-03-31
Filed2026-05-13
XLF
-2.21%STATE STREET
Shares1.1K
Event2026-03-31
Filed2026-05-13
IGSB
0.00%ISHARES 1-5
Shares1.0K
Event2026-03-31
Filed2026-05-13
RTX
0.00%RTX CORP
Shares275
Event2026-03-31
Filed2026-05-13
SO
0.00%SOUTHERN COMPANY
Shares544
Event2026-03-31
Filed2026-05-13
CMCSA
62.80%COMCAST CORP
Shares1.8K
Event2026-03-31
Filed2026-05-13
ISRG
0.91%INTUITIVE SURGICAL
Shares111
Event2026-03-31
Filed2026-05-13
MTUM
0.00%ISHARES MSCI
Shares210
Event2026-03-31
Filed2026-05-13
CVS
0.00%CVS HEALTH
Shares700
Event2026-03-31
Filed2026-05-13
FXL
0.00%FIRST TRUST
Shares314
Event2026-03-31
Filed2026-05-13
BSV
0.00%VANGUARD SHORT
Shares621
Event2026-03-31
Filed2026-05-13
PAYC
0.00%PAYCOM SOFTWARE
Shares400
Event2026-03-31
Filed2026-05-13
OIH
1387.50%VANECK OIL
Shares119
Event2026-03-31
Filed2026-05-13
FSCS
-16.93%FIRST TRUST
Shares1.4K
Event2026-03-31
Filed2026-05-13
DIHP
0.00%DIMENSIONAL INTL
Shares1.4K
Event2026-03-31
Filed2026-05-13
QCOM
16.08%QUALCOMM INC
Shares361
Event2026-03-31
Filed2026-05-13
VRP
NewINVESCO VARIABLE
Shares1.9K
Event2026-03-31
Filed2026-05-13
DFCF
0.00%DIMENSIONAL CORE
Shares1.1K
Event2026-03-31
Filed2026-05-13
VRTX
0.00%VERTEX PHARMACEUTICALS
Shares100
Event2026-03-31
Filed2026-05-13
VTV
10.19%VANGUARD VALUE
Shares227
Event2026-03-31
Filed2026-05-13
APP
-31.25%APPLOVIN CORP
Shares110
Event2026-03-31
Filed2026-05-13
PDX
0.00%PIMCO DYNAMIC
Shares2.0K
Event2026-03-31
Filed2026-05-13
MDY
0.00%SPDR S&P
Shares70
Event2026-03-31
Filed2026-05-13
SPTS
NewSTATE STREET
Shares1.4K
Event2026-03-31
Filed2026-05-13
EMR
0.32%EMERSON ELECTRIC
Shares310
Event2026-03-31
Filed2026-05-13
PFLT
0.00%PENNANTPARK FLOATING
Shares5.0K
Event2026-03-31
Filed2026-05-13
MSTR
-8.57%STRATEGY INC
Shares320
Event2026-03-31
Filed2026-05-13
DVY
0.78%ISHARES SELECT
Shares257
Event2026-03-31
Filed2026-05-13
AIQ
8.09%GLOBAL X
Shares802
Event2026-03-31
Filed2026-05-13
EFV
0.00%ISHARES MSCI
Shares499
Event2026-03-31
Filed2026-05-13
FXR
0.00%FIRST TRUST
Shares446
Event2026-03-31
Filed2026-05-13
IXUS
0.00%ISHARES CORE
Shares415
Event2026-03-31
Filed2026-05-13
BAC
0.27%BANK AMERICA
Shares732
Event2026-03-31
Filed2026-05-13
SHLD
11.56%GLOBAL X
Shares502
Event2026-03-31
Filed2026-05-13
PG
0.00%PROCTER & GAMBLE
Shares245
Event2026-03-31
Filed2026-05-13
BBDC
0.00%BARINGS BDC
Shares4.2K
Event2026-03-31
Filed2026-05-13
QQEW
0.00%FIRST TRUST
Shares272
Event2026-03-31
Filed2026-05-13
IEP
0.00%ICAHN ENTERPRISES
Shares4.6K
Event2026-03-31
Filed2026-05-13
AGYS
-12.92%AGILYSYS INC
Shares472
Event2026-03-31
Filed2026-05-13
MUSI
0.00%AMERICAN CENTURY
Shares748
Event2026-03-31
Filed2026-05-13
NEM
NewNEWMONT CORP
Shares301
Event2026-03-31
Filed2026-05-13
MOAT
NewVANECK MORNINGSTAR
Shares335
Event2026-03-31
Filed2026-05-13
S
-10.71%SENTINELONE INC
Shares2.5K
Event2026-03-31
Filed2026-05-13
PKST
0.00%PEAKSTONE REALTY
Shares1.5K
Event2026-03-31
Filed2026-05-13
NSSC
0.00%NAPCO SECURITY
Shares805
Event2026-03-31
Filed2026-05-13
XLU
NewSTATE STREET
Shares676
Event2026-03-31
Filed2026-05-13
GILD
0.00%GILEAD SCIENCES
Shares220
Event2026-03-31
Filed2026-05-13
SHEL
0.92%SHELL PLC
Shares328
Event2026-03-31
Filed2026-05-13
DAL
0.00%DELTA AIRLINES
Shares453
Event2026-03-31
Filed2026-05-13
VNQ
0.00%VANGUARD REAL
Shares338
Event2026-03-31
Filed2026-05-13
PLTR
-33.00%PALANTIR TECHNOLOGIES
Shares203
Event2026-03-31
Filed2026-05-13
SOXX
NewISHARES SEMICONDUCTOR
Shares90
Event2026-03-31
Filed2026-05-13
DBL
0.00%DOUBLELINE OPPORTUNISTIC
Shares2.0K
Event2026-03-31
Filed2026-05-13
CSX
0.29%CSX CORP
Shares703
Event2026-03-31
Filed2026-05-13
GE AEROSPACE
0.00%GE AEROSPACE
Shares101
Event2026-03-31
Filed2026-05-13
IWD
10.92%ISHARES RUSSELL
Shares132
Event2026-03-31
Filed2026-05-13
GEV
33.33%GE VERNOVA
Shares32
Event2026-03-31
Filed2026-05-13
MEDTRONIC PLC
0.00%MEDTRONIC PLC
Shares321
Event2026-03-31
Filed2026-05-13
WM
0.00%WASTE MANAGEMENT
Shares120
Event2026-03-31
Filed2026-05-13
DFAI
-4.11%DIMENSIONAL INTL
Shares700
Event2026-03-31
Filed2026-05-13
HD
1.25%HOME DEPOT
Shares81
Event2026-03-31
Filed2026-05-13
REMX
NewVANECK RARE
Shares300
Event2026-03-31
Filed2026-05-13
KODK
0.00%EASTMAN KODAK
Shares2.9K
Event2026-03-31
Filed2026-05-13
PYLD
0.00%PIMCO ENHANCED
Shares1.0K
Event2026-03-31
Filed2026-05-13
IJT
0.00%ISHARES S&P
Shares180
Event2026-03-31
Filed2026-05-13
PRN
0.00%INVESCO DORSEY
Shares133
Event2026-03-31
Filed2026-05-13
MDLZ
84.03%MONDELEZ INTERNATIONAL
Shares438
Event2026-03-31
Filed2026-05-13
GLTR
15.00%ABRDN PHYSICAL
Shares115
Event2026-03-31
Filed2026-05-13
SCHW
NewSCHWAB CHARLES
Shares263
Event2026-03-31
Filed2026-05-13
DUKE ENERGY
0.00%DUKE ENERGY
Shares187
Event2026-03-31
Filed2026-05-13
BCX
NewBLACKROCK RESOURCES
Shares2.0K
Event2026-03-31
Filed2026-05-13
IBIT
25.88%ISHARES BITCOIN
Shares608
Event2026-03-31
Filed2026-05-13
IJR
-63.27%ISHARES CORE
Shares184
Event2026-03-31
Filed2026-05-13
BABA
0.00%ALIBABA GROUP
Shares181
Event2026-03-31
Filed2026-05-13
RING
0.00%ISHARES MSCI
Shares280
Event2026-03-31
Filed2026-05-13
URA
0.44%GLOBAL X
Shares452
Event2026-03-31
Filed2026-05-13
BDJ
NewBLACKROCK ENHANCED
Shares2.5K
Event2026-03-31
Filed2026-05-13
VWO
-54.62%VANGUARD FSTE
Shares403
Event2026-03-31
Filed2026-05-13
BLACKROCK FDG
4.55%BLACKROCK FDG
Shares23
Event2026-03-31
Filed2026-05-13
IWP
0.00%ISHARES RUSSELL
Shares167
Event2026-03-31
Filed2026-05-13
IYT
0.00%ISHARES U S
Shares280
Event2026-03-31
Filed2026-05-13
SIL
NewGLOBAL X
Shares230
Event2026-03-31
Filed2026-05-13
USHY
1.28%ISHARES BROAD
Shares555
Event2026-03-31
Filed2026-05-13
NET
0.00%CLOUDFLARE INC
Shares97
Event2026-03-31
Filed2026-05-13
ASML
0.00%ASML HOLDING
Shares15
Event2026-03-31
Filed2026-05-13
DFNM
0.00%DIMENSIONAL NATIONAL
Shares412
Event2026-03-31
Filed2026-05-13
ED
0.00%CONSOLIDATED EDISON
Shares174
Event2026-03-31
Filed2026-05-13
FTCB
NewFIRST TRUST
Shares904
Event2026-03-31
Filed2026-05-13
IWS
0.00%ISHARES RUSS
Shares129
Event2026-03-31
Filed2026-05-13
IGPT
0.00%INVESCO NEXT
Shares320
Event2026-03-31
Filed2026-05-13
ON
200.00%ON SEMICONDUCTOR
Shares300
Event2026-03-31
Filed2026-05-13
BND
-28.77%VANGUARD TOTAL
Shares250
Event2026-03-31
Filed2026-05-13
AMD
-32.33%ADVANCED MICRO
Shares90
Event2026-03-31
Filed2026-05-13
XONE
0.00%BONDBLOXX 1 YEAR
Shares367
Event2026-03-31
Filed2026-05-13
CSCO
0.00%CISCO SYSTEMS
Shares234
Event2026-03-31
Filed2026-05-13
CIGNA GROUP
0.00%CIGNA GROUP
Shares68
Event2026-03-31
Filed2026-05-13
BALL
NewBALL CORP
Shares297
Event2026-03-31
Filed2026-05-13
MCD
0.00%MCDONALDS CORP
Shares55
Event2026-03-31
Filed2026-05-13
HYD
-22.99%VANECK HIGH
Shares335
Event2026-03-31
Filed2026-05-13
FCX
-26.04%FREEPORT MCMORAN
Shares284
Event2026-03-31
Filed2026-05-13
SPTI
0.00%STATE STREET
Shares578
Event2026-03-31
Filed2026-05-13
CGBL
-11.24%CAPITAL GROUP
Shares474
Event2026-03-31
Filed2026-05-13
HLF
0.00%HERBALIFE LTD
Shares1.1K
Event2026-03-31
Filed2026-05-13
IJK
0.00%ISHARES S&P
Shares160
Event2026-03-31
Filed2026-05-13
BBUS
0.00%JPMORGAN BETABUILDERS
Shares137
Event2026-03-31
Filed2026-05-13
CMG
117.39%CHIPOTLE MEXICAN
Shares500
Event2026-03-31
Filed2026-05-13
FDL
-3.09%FIRST TRUST
Shares314
Event2026-03-31
Filed2026-05-13
SDY
0.93%STATE STREET
Shares108
Event2026-03-31
Filed2026-05-13
SPYM
0.00%STATE STREET
Shares200
Event2026-03-31
Filed2026-05-13
PSX
0.00%PHILLIPS 66
Shares83
Event2026-03-31
Filed2026-05-13
GENERAL DYNAMICS
0.00%GENERAL DYNAMICS
Shares44
Event2026-03-31
Filed2026-05-13
PSCD
0.00%INVESCO S&P
Shares146
Event2026-03-31
Filed2026-05-13
MA
-50.00%MASTERCARD INC
Shares30
Event2026-03-31
Filed2026-05-13
COWZ
27.66%PACER US
Shares240
Event2026-03-31
Filed2026-05-13
DGRW
-11.46%WISDOMTREE US
Shares170
Event2026-03-31
Filed2026-05-13
VIK
0.00%VIKING HOLDINGS
Shares200
Event2026-03-31
Filed2026-05-13
FSIG
30.07%FIRST TRUST
Shares744
Event2026-03-31
Filed2026-05-13
LGOV
28.60%FIRST TRUST
Shares643
Event2026-03-31
Filed2026-05-13
BA-PA
0.00%BOEING CO
Shares210
Event2026-03-31
Filed2026-05-13
ZION
0.85%ZIONS BANCORPORATION
Shares236
Event2026-03-31
Filed2026-05-13
TGT
0.00%TARGET CORP
Shares112
Event2026-03-31
Filed2026-05-13
MTB
1.56%M&T BANK
Shares65
Event2026-03-31
Filed2026-05-13
VIOO
NewVANGUARD S&P
Shares115
Event2026-03-31
Filed2026-05-13
DFAE
0.00%DIMENSIONAL EMERGING
Shares385
Event2026-03-31
Filed2026-05-13
EL
-35.48%ESTEE LAUDER
Shares180
Event2026-03-31
Filed2026-05-13
GM
0.00%GENERAL MOTORS
Shares172
Event2026-03-31
Filed2026-05-13
QARP
0.00%XTRACKERS RUSSELL
Shares216
Event2026-03-31
Filed2026-05-13
EEM
NewISHARES MSCI
Shares220
Event2026-03-31
Filed2026-05-13
CRWD
0.00%CROWDSTRIKE HOLDINGS
Shares32
Event2026-03-31
Filed2026-05-13
FIIG
NewFIRST TRUST
Shares600
Event2026-03-31
Filed2026-05-13
ORCL
-16.67%ORACLE CORP
Shares85
Event2026-03-31
Filed2026-05-13
AMAT
0.00%APPLIED MATERIALS
Shares36
Event2026-03-31
Filed2026-05-13
BLACKSTONE INC
0.00%BLACKSTONE INC
Shares106
Event2026-03-31
Filed2026-05-13
SKYY
0.00%FIRST TRUST
Shares111
Event2026-03-31
Filed2026-05-13
T
0.00%AT&T INC
Shares415
Event2026-03-31
Filed2026-05-13
DIS
0.00%WALT DISNEY
Shares123
Event2026-03-31
Filed2026-05-13
RSST
0.00%RETURN STACKED
Shares418
Event2026-03-31
Filed2026-05-13
LNT
0.00%ALLIANT ENERGY
Shares164
Event2026-03-31
Filed2026-05-13
CMDT
0.00%PIMCO COMMODITY
Shares355
Event2026-03-31
Filed2026-05-13
EFA
-99.41%ISHARES MSCI
Shares115
Event2026-03-31
Filed2026-05-13
HON
0.00%HONEYWELL INTL
Shares49
Event2026-03-31
Filed2026-05-13
FLSP
0.00%FRANKLIN FTSE
Shares407
Event2026-03-31
Filed2026-05-13
CGXU
0.00%CAPITAL GROUP
Shares371
Event2026-03-31
Filed2026-05-13
CHWY
0.00%CHEWY INC
Shares400
Event2026-03-31
Filed2026-05-13
QTEC
0.00%FIRST TRUST
Shares50
Event2026-03-31
Filed2026-05-13
PPG
0.00%PPG INDUSTRIES
Shares100
Event2026-03-31
Filed2026-05-13
UCON
-98.79%FIRST TRUST
Shares423
Event2026-03-31
Filed2026-05-13
ETHA
62.72%ISHARES ETHEREUM
Shares659
Event2026-03-31
Filed2026-05-13
MPC
0.00%MARATHON PETROLEUM
Shares42
Event2026-03-31
Filed2026-05-13
SONY
0.00%SONY GROUP
Shares500
Event2026-03-31
Filed2026-05-13
PNQI
0.00%INVESCO NASDAQ
Shares230
Event2026-03-31
Filed2026-05-13
DDIV
0.00%FIRST TRUST
Shares253
Event2026-03-31
Filed2026-05-13
XLB
NewSTATE STREET
Shares200
Event2026-03-31
Filed2026-05-13
MUFG
0.00%MITSUBISHI UFJ
Shares578
Event2026-03-31
Filed2026-05-13
IAGG
0.00%ISHARES CORE
Shares193
Event2026-03-31
Filed2026-05-13
NVO
0.00%NOVO NORDISK
Shares260
Event2026-03-31
Filed2026-05-13
TCBI
0.00%TEXAS CAPITAL
Shares100
Event2026-03-31
Filed2026-05-13
IYW
0.00%ISHARES TECHNOLOGY
Shares52
Event2026-03-31
Filed2026-05-13
AVEM
10.38%AVANTIS EMERGING
Shares117
Event2026-03-31
Filed2026-05-13
IWO
0.00%ISHARES RUSSELL
Shares30
Event2026-03-31
Filed2026-05-13
CGDG
0.00%CAPITAL GROUP
Shares262
Event2026-03-31
Filed2026-05-13
DOCU
0.00%DOCUSIGN INC
Shares195
Event2026-03-31
Filed2026-05-13
F
-55.56%FORD MOTOR
Shares800
Event2026-03-31
Filed2026-05-13
DFAU
-47.56%DIMENSIONAL US
Shares204
Event2026-03-31
Filed2026-05-13
VSS
-44.25%VANGUARD FTSE
Shares63
Event2026-03-31
Filed2026-05-13
MUR
0.92%MURPHY OIL
Shares219
Event2026-03-31
Filed2026-05-13
GSLC
0.00%GOLDMAN SACHS
Shares72
Event2026-03-31
Filed2026-05-13
EATON CORP
0.00%EATON CORP
Shares25
Event2026-03-31
Filed2026-05-13
FDX
0.00%FEDEX CORP
Shares25
Event2026-03-31
Filed2026-05-13
ROAD
0.00%CONSTRUCTION PARTNERS
Shares79
Event2026-03-31
Filed2026-05-13
LOW
0.00%LOWES COMPANIES
Shares37
Event2026-03-31
Filed2026-05-13
OMFL
0.00%INVESCO RUSSELL
Shares140
Event2026-03-31
Filed2026-05-13
MS
0.00%MORGAN STANLEY
Shares51
Event2026-03-31
Filed2026-05-13
NKE
0.64%NIKE INC
Shares157
Event2026-03-31
Filed2026-05-13
WFC
0.00%WELLS FARGO
Shares104
Event2026-03-31
Filed2026-05-13
TXRH
0.00%TEXAS ROADHOUSE
Shares50
Event2026-03-31
Filed2026-05-13
LYB
NewLYONDELLBASELL INDUSTRIE
Shares100
Event2026-03-31
Filed2026-05-13
FPX
NewFIRST TRUST
Shares50
Event2026-03-31
Filed2026-05-13
UBS
0.00%UBS GROUP
Shares200
Event2026-03-31
Filed2026-05-13
VRT
0.00%VERTIV HOLDINGS
Shares30
Event2026-03-31
Filed2026-05-13
WPC
0.00%W P CAREY
Shares109
Event2026-03-31
Filed2026-05-13
CTA
0.00%SIMPLIFY MANAGED
Shares236
Event2026-03-31
Filed2026-05-13
CCJ
0.00%CAMECO CORP
Shares65
Event2026-03-31
Filed2026-05-13
GS
0.00%GOLDMAN SACHS
Shares8
Event2026-03-31
Filed2026-05-13
ICLN
0.00%ISHARES GLOBAL
Shares377
Event2026-03-31
Filed2026-05-13
ARKQ
0.00%ARK AUTONOMOUS
Shares60
Event2026-03-31
Filed2026-05-13
TFC
1.38%TRUIST FINANCIAL
Shares147
Event2026-03-31
Filed2026-05-13
FTEC
0.00%FIDELITY MSCI
Shares32
Event2026-03-31
Filed2026-05-13
BIGLARI HOLDINGS
NewBIGLARI HOLDINGS
Shares20
Event2026-03-31
Filed2026-05-13
DNP
0.00%DNP SELECT
Shares640
Event2026-03-31
Filed2026-05-13
CB
0.00%CHUBB LTD
Shares20
Event2026-03-31
Filed2026-05-13
RBC
0.00%RBC BEARINGS
Shares12
Event2026-03-31
Filed2026-05-13
E
0.00%E N I SPA
Shares114
Event2026-03-31
Filed2026-05-13
AXP
0.00%AMERICAN EXPRESS
Shares21
Event2026-03-31
Filed2026-05-13
TOTALENERGIES SE
0.00%TOTALENERGIES SE
Shares69
Event2026-03-31
Filed2026-05-13
FIXD
NewFIRST TRUST
Shares142
Event2026-03-31
Filed2026-05-13
DXYZ
0.00%DESTINY TECH
Shares230
Event2026-03-31
Filed2026-05-13
NNE
0.00%NANO NUCLEAR
Shares300
Event2026-03-31
Filed2026-05-13
NOC
0.00%NORTHROP GRUMMAN
Shares9
Event2026-03-31
Filed2026-05-13
XOM
0.00%EXXON MOBIL
Shares36
Event2026-03-31
Filed2026-05-13
BNDX
14.41%VANGUARD TOTAL
Shares127
Event2026-03-31
Filed2026-05-13
AMID
0.00%ARGENT MID
Shares189
Event2026-03-31
Filed2026-05-13
ALGN
0.00%ALIGN TECHNOLOGY
Shares35
Event2026-03-31
Filed2026-05-13
LINDE PLC
0.00%LINDE PLC
Shares12
Event2026-03-31
Filed2026-05-13
COP
0.00%CONOCOPHILLIPS
Shares44
Event2026-03-31
Filed2026-05-13
ORLY
0.00%O REILLY AUTOMOTIVE
Shares60
Event2026-03-31
Filed2026-05-13
CVLG
0.00%COVENANT LOGISTICS
Shares200
Event2026-03-31
Filed2026-05-13
IONQ
-56.63%IONQ INC
Shares180
Event2026-03-31
Filed2026-05-13
SPHD
0.98%INVESCO S&P
Shares103
Event2026-03-31
Filed2026-05-13
FXH
NewFIRST TRUST
Shares46
Event2026-03-31
Filed2026-05-13
HLI
0.00%HOULIHAN LOKEY
Shares35
Event2026-03-31
Filed2026-05-13
TJX
0.00%TJX COS
Shares31
Event2026-03-31
Filed2026-05-13
XYLD
0.00%GLOBAL X
Shares125
Event2026-03-31
Filed2026-05-13
KNG
NewFIRST TRUST
Shares100
Event2026-03-31
Filed2026-05-13
CITIGROUP INC
0.00%CITIGROUP INC
Shares42
Event2026-03-31
Filed2026-05-13
FPEI
NewFIRST TRUST
Shares250
Event2026-03-31
Filed2026-05-13
DRI
0.00%DARDEN RESTAURANTS
Shares24
Event2026-03-31
Filed2026-05-13
UNP
0.00%UNION PACIFIC CORP
Shares19
Event2026-03-31
Filed2026-05-13
BA
0.00%BOEING COMPANY
Shares23
Event2026-03-31
Filed2026-05-13
JEPI
NewJPMORGAN
Shares80
Event2026-03-31
Filed2026-05-13
AWI
0.00%ARMSTRONG WORLD
Shares27
Event2026-03-31
Filed2026-05-13
WSO
0.00%WATSCO INC
Shares12
Event2026-03-31
Filed2026-05-13
MCK
0.00%MCKESSON CORP
Shares5
Event2026-03-31
Filed2026-05-13
JCI
0.00%JOHNSON CONTROLS
Shares33
Event2026-03-31
Filed2026-05-13
MAR
0.00%MARRIOTT INTL
Shares13
Event2026-03-31
Filed2026-05-13
BMRN
0.00%BIOMARIN PHARMACEUTICAL
Shares75
Event2026-03-31
Filed2026-05-13
BTI
0.00%BRITISH AMERN
Shares72
Event2026-03-31
Filed2026-05-13
CGDV
-23.26%CAPITAL GROUP
Shares99
Event2026-03-31
Filed2026-05-13
FNDX
NewSCHWAB FUNDAMENTAL
Shares149
Event2026-03-31
Filed2026-05-13
NXPI
0.00%NXP SEMICONDUCTORS
Shares21
Event2026-03-31
Filed2026-05-13
CGUS
-8.62%CAPITAL GROUP
Shares106
Event2026-03-31
Filed2026-05-13
SNY
0.00%SANOFI
Shares83
Event2026-03-31
Filed2026-05-13
FTGS
NewFIRST TRUST
Shares117
Event2026-03-31
Filed2026-05-13
FAAR
NewFIRST TRUST
Shares114
Event2026-03-31
Filed2026-05-13
HDB
0.00%HDFC BANK
Shares152
Event2026-03-31
Filed2026-05-13
CAKE
0.00%CHEESECAKE FACTORY
Shares69
Event2026-03-31
Filed2026-05-13
GOVT
NewISHARES U S
Shares160
Event2026-03-31
Filed2026-05-13
AFLG
NewFIRST TRUST
Shares93
Event2026-03-31
Filed2026-05-13
SNPS
0.00%SYNOPSYS INC
Shares9
Event2026-03-31
Filed2026-05-13
CME
0.00%CME GROUP
Shares12
Event2026-03-31
Filed2026-05-13
MLM
0.00%MARTIN MARIETTA
Shares6
Event2026-03-31
Filed2026-05-13
SHW
0.00%SHERWIN WILLIAMS
Shares11
Event2026-03-31
Filed2026-05-13
PRI
0.00%PRIMERICA INC
Shares14
Event2026-03-31
Filed2026-05-13
EWJ
-2.38%ISHARES MSCI
Shares41
Event2026-03-31
Filed2026-05-13
MCO
0.00%MOODYS CORP
Shares8
Event2026-03-31
Filed2026-05-13
HACK
0.00%AMPLIFY CYBERSECURITY
Shares46
Event2026-03-31
Filed2026-05-13
BSX
0.00%BOSTON SCIENTIFIC
Shares54
Event2026-03-31
Filed2026-05-13
SLYG
0.00%STATE STREET
Shares35
Event2026-03-31
Filed2026-05-13
BITB
0.00%BITWISE BITCOIN
Shares91
Event2026-03-31
Filed2026-05-13
IHG
0.00%INTERCONTINENTAL HOTELS
Shares25
Event2026-03-31
Filed2026-05-13
VDE
NewVANGUARD ENERGY
Shares19
Event2026-03-31
Filed2026-05-13
UNF
0.00%UNIFIRST CORP
Shares13
Event2026-03-31
Filed2026-05-13
AME
0.00%AMETEK INC
Shares15
Event2026-03-31
Filed2026-05-13
ABT
0.00%ABBOTT LABORATORIES
Shares31
Event2026-03-31
Filed2026-05-13
ADI
0.00%ANALOG DEVICES
Shares10
Event2026-03-31
Filed2026-05-13
ACCENTURE PLC
0.00%ACCENTURE PLC
Shares16
Event2026-03-31
Filed2026-05-13
PGR
0.00%PROGRESSIVE CORP
Shares16
Event2026-03-31
Filed2026-05-13
VCIT
-62.38%VANGUARD INTERMEDIATE
Shares38
Event2026-03-31
Filed2026-05-13
NOW
0.00%SERVICENOW INC
Shares30
Event2026-03-31
Filed2026-05-13
INTU
0.00%INTUIT INC
Shares7
Event2026-03-31
Filed2026-05-13
KLAC
0.00%KLA CORP
Shares2
Event2026-03-31
Filed2026-05-13
MDYG
0.00%STATE STREET
Shares30
Event2026-03-31
Filed2026-05-13
VONG
NewVANGUARD RUSSELL
Shares26
Event2026-03-31
Filed2026-05-13
BOH
0.00%BANK HAWAII
Shares38
Event2026-03-31
Filed2026-05-13
VALE
0.00%VALE S A
Shares173
Event2026-03-31
Filed2026-05-13
DLTR
0.00%DOLLAR TREE
Shares25
Event2026-03-31
Filed2026-05-13
ODFL
0.00%OLD DOMINION
Shares14
Event2026-03-31
Filed2026-05-13
ARW
0.00%ARROW ELECTRONICS
Shares19
Event2026-03-31
Filed2026-05-13
AVDV
0.00%AVANTIS INTL
Shares27
Event2026-03-31
Filed2026-05-13
DFIS
0.00%DIMENSIONAL INTL
Shares80
Event2026-03-31
Filed2026-05-13
HLMN
0.00%HILLMAN SOLUTIONS
Shares320
Event2026-03-31
Filed2026-05-13
UCB
0.00%UNITED COMMUNITY
Shares84
Event2026-03-31
Filed2026-05-13
PLD
0.00%PROLOGIS INC
Shares20
Event2026-03-31
Filed2026-05-13
COWG
0.00%PACER US
Shares78
Event2026-03-31
Filed2026-05-13
ITA
0.00%ISHARES AEROSPACE
Shares12
Event2026-03-31
Filed2026-05-13
AJG
0.00%ARTHUR J
Shares12
Event2026-03-31
Filed2026-05-13
FIW
0.00%FIRST TRUST
Shares25
Event2026-03-31
Filed2026-05-13
LSTR
0.00%LANDSTAR SYSTEM
Shares16
Event2026-03-31
Filed2026-05-13
ZS
0.00%ZSCALER INC
Shares18
Event2026-03-31
Filed2026-05-13
XLE
412.50%STATE STREET
Shares41
Event2026-03-31
Filed2026-05-13
DXUV
0.00%DIMENSIONAL US
Shares42
Event2026-03-31
Filed2026-05-13
TXN
0.00%TEXAS INSTRUMENTS
Shares12
Event2026-03-31
Filed2026-05-13
FUL
0.00%FULLER H B
Shares37
Event2026-03-31
Filed2026-05-13
ALL
0.00%ALLSTATE CORP
Shares11
Event2026-03-31
Filed2026-05-13
GEHC
0.00%GE HEALTHCARE
Shares32
Event2026-03-31
Filed2026-05-13
TSCO
0.00%TRACTOR SUPPLY
Shares50
Event2026-03-31
Filed2026-05-13
SITE
0.00%SITEONE LANDSCAPE
Shares17
Event2026-03-31
Filed2026-05-13
AON PLC
0.00%AON PLC
Shares7
Event2026-03-31
Filed2026-05-13
WDFC
0.00%WD 40
Shares11
Event2026-03-31
Filed2026-05-13
DXC
0.00%DXC TECHNOLOGY
Shares178
Event2026-03-31
Filed2026-05-13
FBT
NewFIRST TRUST
Shares11
Event2026-03-31
Filed2026-05-13
COF
-33.33%CAPITAL ONE
Shares12
Event2026-03-31
Filed2026-05-13
ZTS
0.00%ZOETIS INC
Shares18
Event2026-03-31
Filed2026-05-13
ROP
0.00%ROPER TECHNOLOGIES
Shares6
Event2026-03-31
Filed2026-05-13
NDAQ
0.00%NASDAQ INC
Shares25
Event2026-03-31
Filed2026-05-13
PKG
0.00%PACKAGING CORP
Shares10
Event2026-03-31
Filed2026-05-13
GTY
0.00%GETTY REALTY
Shares66
Event2026-03-31
Filed2026-05-13
FTXO
NewFIRST TRUST
Shares58
Event2026-03-31
Filed2026-05-13
QBTS
-80.54%DWAVE QUANTUM
Shares145
Event2026-03-31
Filed2026-05-13
FJP
NewFIRST TRUST
Shares28
Event2026-03-31
Filed2026-05-13
COMT
0.00%ISHARES GSCI
Shares60
Event2026-03-31
Filed2026-05-13
PATH
0.00%UIPATH INC
Shares182
Event2026-03-31
Filed2026-05-13
MO
0.00%ALTRIA GROUP
Shares30
Event2026-03-31
Filed2026-05-13
TS
0.00%TENARIS S A
Shares34
Event2026-03-31
Filed2026-05-13
BWA
0.00%BORG WARNER
Shares36
Event2026-03-31
Filed2026-05-13
RLI
0.00%RLI CORP
Shares34
Event2026-03-31
Filed2026-05-13
ROCKET LAB
0.00%ROCKET LAB
Shares30
Event2026-03-31
Filed2026-05-13
BLV
0.00%VANGUARD LONG
Shares27
Event2026-03-31
Filed2026-05-13
KKR & CO
0.00%KKR & CO
Shares20
Event2026-03-31
Filed2026-05-13
THO
0.00%THOR INDUSTRIES
Shares23
Event2026-03-31
Filed2026-05-13
BMI
0.00%BADGER METER
Shares12
Event2026-03-31
Filed2026-05-13
D
0.00%DOMINION ENERGY
Shares29
Event2026-03-31
Filed2026-05-13
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