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The Analysis of Nemes Rush Group LLC's Holdings & P&L

Currently, Nemes Rush Group LLC holds 936 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in XFIV (+69.7K shares, valued at $3.4M), MSFT (+8.4K shares, valued at $3.1M), XTRE (+61.0K shares, valued at $3.0M); decreased their positions in N/A (-28.6K shares, valued at $6.1M), N/A (-15.8K shares, valued at $4.6M), SPY (-5.5K shares, valued at $3.6M); initiated new positions in SPYI (+1.9K shares, valued at $95.6K), RDVY (+1.1K shares, valued at $75.1K), MAGS (+1.3K shares, valued at $72.4K).

1M P&L

+21.9M+2.32%

3M P&L

+29.0M+3.09%

HY P&L

+56.7M+6.23%

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/A131.1M

15.0%

2Semiconductors62.7M

7.2%

3Software - Infrastructure60.5M

6.9%

Top Industries by Stock Count

1N/A238 stocks

27.6%

2Software - Infrastructure24 stocks

2.8%

3Software - Application22 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INCORPORATED202.1K shares-0.16%2026-03-312026-04-21

BROADCOM INCORPORATED BROADCOM INCORPORATED154.5K shares-4.73%2026-03-312026-04-21

NVDA NVIDIA CORPORATION192.4K shares-3.46%2026-03-312026-04-21

MSFT MICROSOFT CORPORATION90.1K shares10.26%2026-03-312026-04-21

JPM JPMORGAN CHASE & COMPANY111.6K shares1.37%2026-03-312026-04-21

ALPHABET INCORPORATED CAP STK CLASS A ALPHABET INCORPORATED CAP STK CLASS A113.9K shares-12.20%2026-03-312026-04-21

LAM RESEARCH CORPORATION COM NEW LAM RESEARCH CORPORATION COM NEW123.6K shares-18.80%2026-03-312026-04-21

WMT WALMART INCORPORATED211.0K shares-3.39%2026-03-312026-04-21

Sponsored

META META PLATFORMS INCORPORATED CLASS A44.3K shares8.46%2026-03-312026-04-21

MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW50.6K shares4.65%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON89.2K shares-7.50%2026-03-312026-04-21

CME CME GROUP INCORPORATED70.5K shares4.85%2026-03-312026-04-21

MERCK & COMPANY INCORPORATED MERCK & COMPANY INCORPORATED171.0K shares-6.10%2026-03-312026-04-21

HD HOME DEPOT INCORPORATED61.8K shares8.02%2026-03-312026-04-21

CSCO CISCO SYSTEMS INCORPORATED261.4K shares-0.83%2026-03-312026-04-21

CB CHUBB LIMITED SWITZ (SWITZERLAND)60.5K shares3.28%2026-03-312026-04-21

Sponsored

EATON CORPORATION PLC SHS (IRELAND) EATON CORPORATION PLC SHS (IRELAND)49.8K shares-1.27%2026-03-312026-04-21

AMZN AMAZON COM INCORPORATED83.7K shares2.77%2026-03-312026-04-21

XFIV BONDBLOXX ETF TR 5 YR TARGET DURATION352.1K shares24.70%2026-03-312026-04-21

QCOM QUALCOMM INCORPORATED133.4K shares11.24%2026-03-312026-04-21

DHI D R HORTON INCORPORATED121.6K shares0.40%2026-03-312026-04-21

XTRE BONDBLOXX ETF TR 3 YR TARGET DURATION300.2K shares25.51%2026-03-312026-04-21

VIPER ENERGY INCORPORATED CLASS A VIPER ENERGY INCORPORATED CLASS A315.7K shares3.56%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION14.7K shares18.74%2026-03-312026-04-21

Sponsored

XTWO BONDBLOXX BLOOMBERG 2 YEAR TARGET DURATION US TREASURY297.3K shares25.58%2026-03-312026-04-21

JCI JOHNSON CONTROLS INTERNATION SHS (IRELAND)108.3K shares-6.56%2026-03-312026-04-21

LLY ELI LILLY & COMPANY15.2K shares-1.07%2026-03-312026-04-21

TSLA TESLA INCORPORATED37.2K shares3.90%2026-03-312026-04-21

XOM EXXON MOBIL CORPORATION75.7K shares-4.38%2026-03-312026-04-21

CRWD CROWDSTRIKE HLDGS INCORPORATED CLASS A32.0K shares7.44%2026-03-312026-04-21

XONE BONDBLOXX BLOOMBERG 1 YEAR TARGET DURATION US TREASURY248.6K shares24.87%2026-03-312026-04-21

CEG CONSTELLATION ENERGY CORPORATION42.8K shares4.78%2026-03-312026-04-21

Sponsored

EVSD EATON VANCE SHORT DURATION INCOME ETF218.9K shares11.58%2026-03-312026-04-21

UNP UNION PAC CORPORATION44.6K shares3.36%2026-03-312026-04-21

TT TRANE TECHNOLOGIES PLC SHS (IRELAND)25.9K shares0.99%2026-03-312026-04-21

VICI VICI PPTYS INCORPORATED REIT389.8K shares25.19%2026-03-312026-04-21

F FORD MTR COMPANY896.0K shares-0.12%2026-03-312026-04-21

ALL ALLSTATE CORPORATION48.7K shares3.22%2026-03-312026-04-21

LHX L3HARRIS TECHNOLOGIES INCORPORATED28.8K shares-8.73%2026-03-312026-04-21

RJF RAYMOND JAMES FINL INCORPORATED67.5K shares-1.73%2026-03-312026-04-21

Sponsored

V VISA INCORPORATED COM CLASS A31.5K shares6.51%2026-03-312026-04-21

CRM SALESFORCE INCORPORATED49.8K shares23.61%2026-03-312026-04-21

NXPI NXP SEMICONDUCTORS N V (NETHERLANDS)45.1K shares-0.99%2026-03-312026-04-21

SPY STATE STREET SPDR S&P 500 ETF TRUST12.7K shares-30.22%2026-03-312026-04-21

ECL ECOLAB INCORPORATED30.4K shares1.51%2026-03-312026-04-21

ORCL ORACLE CORPORATION54.4K shares35.71%2026-03-312026-04-21

ICE INTERCONTINENTAL EXCHANGE INCORPORATED46.3K shares11.48%2026-03-312026-04-21

TJX TJX COMPANIES INCORPORATED NEW42.8K shares0.09%2026-03-312026-04-21

Sponsored

SPGI S&P GLOBAL INCORPORATED15.6K shares18.07%2026-03-312026-04-21

ALPHABET INCORPORATED CAP STK CLASS C ALPHABET INCORPORATED CAP STK CLASS C22.6K shares-3.19%2026-03-312026-04-21

RTX RTX CORPORATION29.5K shares0.28%2026-03-312026-04-21

IVV ISHARES TR CORE S&P500 ETF7.4K shares-6.60%2026-03-312026-04-21

CAT CATERPILLAR INCORPORATED6.6K shares-4.16%2026-03-312026-04-21

AXP AMERICAN EXPRESS COMPANY15.1K shares-0.55%2026-03-312026-04-21

VTI VANGUARD TOTAL STOCK MARKET ETF13.7K shares-0.81%2026-03-312026-04-21

NFLX NETFLIX INCORPORATED.45.3K shares-1.86%2026-03-312026-04-21

Sponsored

CVNA CARVANA COMPANY CLASS A13.3K shares-0.13%2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INCORPORATED CLASS A27.3K shares-1.45%2026-03-312026-04-21

GS GOLDMAN SACHS GROUP INCORPORATED4.7K shares-0.72%2026-03-312026-04-21

VLO VALERO ENERGY CORPORATION15.6K shares0.54%2026-03-312026-04-21

DFUS DIMENSIONAL U.S. EQUTIY MARKET ETF54.4K shares185.24%2026-03-312026-04-21

GILD GILEAD SCIENCES INCORPORATED26.9K shares0.63%2026-03-312026-04-21

ABBV ABBVIE INCORPORATED16.0K shares0.96%2026-03-312026-04-21

MPC MARATHON PETE CORPORATION13.9K shares-0.15%2026-03-312026-04-21

Sponsored

SHW SHERWIN WILLIAMS COMPANY9.5K shares15.50%2026-03-312026-04-21

TKO TKO GROUP HOLDINGS INCORPORATED CLASS A14.4K shares0.96%2026-03-312026-04-21

SBUX STARBUCKS CORPORATION30.4K shares1.61%2026-03-312026-04-21

VRTX VERTEX PHARMACEUTICALS INCORPORATED5.6K shares-2.30%2026-03-312026-04-21

EXPE EXPEDIA GROUP INCORPORATED COM NEW10.8K shares-3.72%2026-03-312026-04-21

USFR THE WISDOMTREE TRUST FLTG RATE TREASURY FUND49.3K shares-40.69%2026-03-312026-04-21

HWM HOWMET AEROSPACE INCORPORATED10.3K shares-3.03%2026-03-312026-04-21

VST VISTRA CORPORATION15.2K shares-0.23%2026-03-312026-04-21

Sponsored

AIG AMERICAN INTERNATIONAL GROUP INCORPORATED COM NEW30.0K shares1.72%2026-03-312026-04-21

EVSM EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF44.0K shares36.57%2026-03-312026-04-21

NRG NRG ENERGY INCORPORATED COM NEW14.7K shares0.22%2026-03-312026-04-21

STLD STEEL DYNAMICS INCORPORATED10.8K shares-2.81%2026-03-312026-04-21

IWB ISHARES RUSSELL 1000 ETF5.4K shares-1.77%2026-03-312026-04-21

BKNG BOOKING HOLDINGS INCORPORATED449 shares0.00%2026-03-312026-04-21

SPYM STATE STREET SPDR PORTFOLIO S&P ETF24.5K shares33.87%2026-03-312026-04-21

PANW PALO ALTO NETWORKS INCORPORATED11.5K shares2.12%2026-03-312026-04-21

Sponsored

TMUS T-MOBILE US INCORPORATED8.7K shares2.45%2026-03-312026-04-21

VONG VANGUARD RUSSELL 1000 GROWTH ETF15.7K shares0.00%2026-03-312026-04-21

UBER UBER TECHNOLOGIES INCORPORATED22.1K shares2.33%2026-03-312026-04-21

TAXX BONDBLOXX IRM TAX-AWARE SHORT DURATION ETF31.1K shares74.67%2026-03-312026-04-21

CVX CHEVRON CORPORATION7.6K shares31.40%2026-03-312026-04-21

BMY BRISTOL-MYERS SQUIBB COMPANY25.7K shares0.51%2026-03-312026-04-21

ABNB AIRBNB INCORPORATED COM CLASS A12.3K shares-0.42%2026-03-312026-04-21

XPO XPO INCORPORATED7.8K shares-0.58%2026-03-312026-04-21

Sponsored

INVESCO QQQ TRUST INVESCO QQQ TRUST2.6K shares16.69%2026-03-312026-04-21

SPOT SPOTIFY TECHNOLOGY S A SHS (LUXEMBOURG)3.1K shares-0.57%2026-03-312026-04-21

STRL STERLING INFRASTRUCTURE INCORPORATED3.5K shares0.00%2026-03-312026-04-21

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF10.7K shares0.11%2026-03-312026-04-21

XSVN BONDBLOXX ETF TR 7 YR TARGET DURATION29.3K shares34.37%2026-03-312026-04-21

XTEN BONDBLOXX ETF TR BLOOMBERG 10 YR TARGET30.3K shares34.45%2026-03-312026-04-21

GLW CORNING INCORPORATED10.0K shares0.69%2026-03-312026-04-21

FANG DIAMONDBACK ENERGY INCORPORATED6.4K shares-0.57%2026-03-312026-04-21

Sponsored

AMD ADVANCED MICRO DEVICES INCORPORATED6.1K shares0.58%2026-03-312026-04-21

THE CIGNA GROUP THE CIGNA GROUP4.5K shares-0.22%2026-03-312026-04-21

BSX BOSTON SCIENTIFIC CORPORATION17.9K shares3.55%2026-03-312026-04-21

CSL CARLISLE COMPANIES INCORPORATED3.2K shares0.00%2026-03-312026-04-21

IXUS ISHARES TR CORE MSCI TOTAL12.3K shares0.00%2026-03-312026-04-21

BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW2.2K shares10.65%2026-03-312026-04-21

PLXS PLEXUS CORPORATION5.2K shares0.00%2026-03-312026-04-21

GLD SPDR GOLD SHARES2.4K shares-2.70%2026-03-312026-04-21

Sponsored

HTZ HERTZ GLOBAL HLDGS INCORPORATED COM NEW220.2K shares0.00%2026-03-312026-04-21

MCD MCDONALDS CORPORATION3.2K shares0.53%2026-03-312026-04-21

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW1.6K shares-7.96%2026-03-312026-04-21

BILS STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF9.6K shares9.04%2026-03-312026-04-21

IJH ISHARES TR CORE S&P MCP ETF13.5K shares-5.77%2026-03-312026-04-21

DFAW DIMENSIONAL WORLD EQUITY ETF11.7K shares-4.68%2026-03-312026-04-21

AVIV AVANTIS INTL LARGE CAP VALUE ETF11.2K shares117.92%2026-03-312026-04-21

PG PROCTER & GAMBLE COMPANY5.6K shares-6.41%2026-03-312026-04-21

Sponsored

AVGE AMERICAN CENTY ETF TR AVANTIS ALL EQUITY MKTS ETF8.9K shares2.21%2026-03-312026-04-21

NEM NEWMONT CORPORATION7.0K shares0.58%2026-03-312026-04-21

AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF7.5K shares80.06%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHINES3.1K shares0.13%2026-03-312026-04-21

VRT VERTIV HOLDINGS COMPANY COM CLASS A3.0K shares-0.13%2026-03-312026-04-21

KO COCA COLA COMPANY9.3K shares-1.82%2026-03-312026-04-21

ITOT ISHARES TR CORE S&P TTL STK4.9K shares-60.39%2026-03-312026-04-21

RDDT REDDIT INCORPORATED CLASS A5.2K shares0.00%2026-03-312026-04-21

Sponsored

URI UNITED RENTALS INCORPORATED904 shares0.00%2026-03-312026-04-21

AVEM AVANTIS EMERGING MARKETS EQUITY ETF8.0K shares90.00%2026-03-312026-04-21

AMAT APPLIED MATLS INCORPORATED1.9K shares0.27%2026-03-312026-04-21

BKR BAKER HUGHES COMPANY CLASS A10.3K shares1.67%2026-03-312026-04-21

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF6.9K shares16.94%2026-03-312026-04-21

MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST1.0K shares-10.08%2026-03-312026-04-21

PM PHILIP MORRIS INTERNATIONAL INCORPORATED3.8K shares37.59%2026-03-312026-04-21

ISHARES GOLD TR ISHARES NEW ISHARES GOLD TR ISHARES NEW7.0K shares0.01%2026-03-312026-04-21

Sponsored

ADI ANALOG DEVICES INCORPORATED1.9K shares0.59%2026-03-312026-04-21

IJR ISHARES TR CORE S&P SCP ETF4.8K shares-2.69%2026-03-312026-04-21

ARISTA NETWORKS INCORPORATED COM SHS ARISTA NETWORKS INCORPORATED COM SHS4.8K shares0.77%2026-03-312026-04-21

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS (IRELAND) SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS (IRELAND)1.5K shares0.00%2026-03-312026-04-21

DTE DTE ENERGY COMPANY3.9K shares-2.40%2026-03-312026-04-21

MEDTRONIC PLC SHS (IRELAND) MEDTRONIC PLC SHS (IRELAND)6.1K shares0.49%2026-03-312026-04-21

DELL DELL TECHNOLOGIES INCORPORATED CLASS C3.1K shares6.97%2026-03-312026-04-21

GE AEROSPACE COM NEW GE AEROSPACE COM NEW1.8K shares0.62%2026-03-312026-04-21

Sponsored

HIG HARTFORD INSURANCE GROUP INCORPORATED3.7K shares0.00%2026-03-312026-04-21

VZ VERIZON COMMUNICATIONS INCORPORATED9.8K shares28.24%2026-03-312026-04-21

PNC PNC FINL SVCS GROUP INCORPORATED2.3K shares-0.81%2026-03-312026-04-21

SIVR ABRDN PHYSICAL SILVER SHARES ETF6.7K shares0.00%2026-03-312026-04-21

GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION1.4K shares-1.00%2026-03-312026-04-21

MO ALTRIA GROUP INCORPORATED7.2K shares19.28%2026-03-312026-04-21

TXN TEXAS INSTRS INCORPORATED2.4K shares-0.61%2026-03-312026-04-21

MA MASTERCARD INCORPORATED CLASS A930 shares-2.21%2026-03-312026-04-21

Sponsored

VUG VANGUARD GROWTH ETF1.0K shares-0.19%2026-03-312026-04-21

MGV VANGUARD MEGA CAP VALUE ETF3.1K shares0.00%2026-03-312026-04-21

EES WISDOMTREE U.S. SMALLCAP FUND7.7K shares-13.54%2026-03-312026-04-21

DWAS INVESCO DWA SMALLCAP MOMENTUM ETF4.6K shares-12.70%2026-03-312026-04-21

SNOW SNOWFLAKE INCORPORATED COM SHS2.8K shares0.29%2026-03-312026-04-21

USFD US FOODS HLDG CORPORATION4.5K shares0.20%2026-03-312026-04-21

SPTS STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF13.8K shares6.52%2026-03-312026-04-21

SLV ISHARES SILVER TRUST5.9K shares2.08%2026-03-312026-04-21

Sponsored

NEE NEXTERA ENERGY INCORPORATED4.3K shares82.50%2026-03-312026-04-21

AEM AGNICO EAGLE MINES LIMITED (CANADA)1.9K shares1.27%2026-03-312026-04-21

HON HONEYWELL INTERNATIONAL INCORPORATED1.7K shares5.21%2026-03-312026-04-21

ADP AUTOMATIC DATA PROCESSING INCORPORATED1.9K shares-1.28%2026-03-312026-04-21

GRMN GARMIN LIMITED SHS (SWITZERLAND)1.6K shares-0.92%2026-03-312026-04-21

PSX PHILLIPS 662.0K shares0.44%2026-03-312026-04-21

DOCS DOXIMITY INCORPORATED CLASS A15.6K shares-0.74%2026-03-312026-04-21

SHOP SHOPIFY INCORPORATED CLASS A SUB VTG SHS (CANADA)3.0K shares0.56%2026-03-312026-04-21

Sponsored

ESGV VANGUARD ESG U.S. STOCK ETF3.2K shares47.72%2026-03-312026-04-21

ESGU ISHARES TR ESG AWR MSCI USA2.5K shares47.11%2026-03-312026-04-21

OKTA OKTA INCORPORATED CLASS A4.5K shares2.03%2026-03-312026-04-21

NOW SERVICENOW INCORPORATED3.3K shares6.75%2026-03-312026-04-21

DAL DELTA AIR LINES INCORPORATED COM NEW5.1K shares0.51%2026-03-312026-04-21

VTV VANGUARD VALUE ETF1.7K shares33.21%2026-03-312026-04-21

EQT CORPORATION EQT CORPORATION5.3K shares2.17%2026-03-312026-04-21

PEP PEPSICO INCORPORATED2.2K shares14.07%2026-03-312026-04-21

Sponsored

ES EVERSOURCE ENERGY4.9K shares0.00%2026-03-312026-04-21

JLL JONES LANG LASALLE INCORPORATED1.1K shares0.00%2026-03-312026-04-21

VONE VANGUARD RUSSELL 1000 ETF1.1K shares0.27%2026-03-312026-04-21

GEV GE VERNOVA INCORPORATED380 shares-1.81%2026-03-312026-04-21

CITIGROUP INCORPORATED COM NEW CITIGROUP INCORPORATED COM NEW2.9K shares-8.08%2026-03-312026-04-21

ABERDEEN PHYSICAL GOLD SHARES ETF ABERDEEN PHYSICAL GOLD SHARES ETF7.2K shares0.00%2026-03-312026-04-21

IBKR INTERACTIVE BROKERS GROUP INCORPORATED COM CLASS A4.7K shares1.85%2026-03-312026-04-21

NYF ISHARES TR NEW YORK MUN ETF5.9K shares27.41%2026-03-312026-04-21

Sponsored

VMC VULCAN MATLS COMPANY1.1K shares1.80%2026-03-312026-04-21

SYF SYNCHRONY FINANCIAL4.5K shares0.58%2026-03-312026-04-21

LOW LOWES COMPANIES INCORPORATED1.2K shares-1.66%2026-03-312026-04-21

KKR & COMPANY INCORPORATED KKR & COMPANY INCORPORATED3.1K shares2.37%2026-03-312026-04-21

ABT ABBOTT LABORATORIES2.8K shares-1.52%2026-03-312026-04-21

IEFA ISHARES TR CORE MSCI EAFE3.1K shares0.00%2026-03-312026-04-21

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TAIWAN)819 shares4.33%2026-03-312026-04-21

MEDP MEDPACE HLDGS INCORPORATED571 shares4.39%2026-03-312026-04-21

Sponsored

BAC BANK AMERICA CORPORATION5.5K shares29.22%2026-03-312026-04-21

GPK GRAPHIC PACKAGING HLDG COMPANY26.8K shares0.00%2026-03-312026-04-21

NOC NORTHROP GRUMMAN CORPORATION373 shares2.19%2026-03-312026-04-21

PFE PFIZER INCORPORATED9.0K shares-6.56%2026-03-312026-04-21

INTC INTEL CORPORATION5.7K shares0.88%2026-03-312026-04-21

RGLD ROYAL GOLD INCORPORATED989 shares0.20%2026-03-312026-04-21

EXC EXELON CORPORATION5.1K shares0.06%2026-03-312026-04-21

VIG VANGUARD DIVIDEND APPRECIATION ETF1.2K shares0.00%2026-03-312026-04-21

Sponsored

ARES ARES MANAGEMENT CORPORATION CLASS A COM STK2.2K shares4.84%2026-03-312026-04-21

IBTA IBOTTA INCORPORATED CLASS A COM SHS8.0K shares0.00%2026-03-312026-04-21

DUKE ENERGY CORPORATION NEW COM NEW DUKE ENERGY CORPORATION NEW COM NEW1.8K shares22.94%2026-03-312026-04-21

DIS DISNEY WALT COMPANY2.4K shares11.85%2026-03-312026-04-21

DASH DOORDASH INCORPORATED CLASS A1.5K shares2.72%2026-03-312026-04-21

T AT&T INCORPORATED7.8K shares341.49%2026-03-312026-04-21

ALPS O'SHARES U.S. QUALITY DIVIDEND ETF ALPS O'SHARES U.S. QUALITY DIVIDEND ETF4.0K shares0.15%2026-03-312026-04-21

EPD ENTERPRISE PRODUCTS PARTNERS L P5.8K shares3.04%2026-03-312026-04-21

Sponsored

CIBR FIRST TRUST NASDAQ CEA CYBERSECURITY ETF3.4K shares849.86%2026-03-312026-04-21

HOOD ROBINHOOD MKTS INCORPORATED COM CLASS A3.1K shares7.79%2026-03-312026-04-21

SCCO SOUTHERN COPPER CORPORATION1.2K shares1.34%2026-03-312026-04-21

BLACKROCK INCORPORATED BLACKROCK INCORPORATED213 shares1.91%2026-03-312026-04-21

FE FIRSTENERGY CORPORATION4.0K shares1.93%2026-03-312026-04-21

BA BOEING COMPANY1.0K shares-0.39%2026-03-312026-04-21

SRE SEMPRA2.0K shares0.00%2026-03-312026-04-21

MMM 3M COMPANY1.4K shares2.04%2026-03-312026-04-21

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DTM DT MIDSTREAM INCORPORATED COMMON STOCK1.4K shares-3.81%2026-03-312026-04-21

XHLF BONDBLOXX BLOOMBERG 6 MNTH TARGET DURATION US TREASURY3.7K shares168.80%2026-03-312026-04-21

TE CONNECTIVITY PLC ORD SHS (IRELAND) TE CONNECTIVITY PLC ORD SHS (IRELAND)895 shares-3.24%2026-03-312026-04-21

MPLX MPLX LP COM UNIT REP LTD3.3K shares4.18%2026-03-312026-04-21

FI FISERV INCORPORATED3.3K shares12.46%2026-03-312026-04-21

BP BP PLC SPONSORED ADR (UNITED KINGDOM)3.8K shares8.70%2026-03-312026-04-21

PLD PROLOGIS INCORPORATED. REIT1.4K shares-15.74%2026-03-312026-04-21

CAVA CAVA GROUP INCORPORATED2.2K shares51.13%2026-03-312026-04-21

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XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF3.6K shares1.40%2026-03-312026-04-21

VGT VANGUARD INFORMATION TECHNOLOGY ETF255 shares2.82%2026-03-312026-04-21

IBIT ISHARES BITCOIN TRUST ETF SHS BEN INT4.4K shares62.77%2026-03-312026-04-21

APP APPLOVIN CORPORATION COM CLASS A425 shares0.00%2026-03-312026-04-21

VKTX VIKING THERAPEUTICS INCORPORATED5.2K shares0.00%2026-03-312026-04-21

MU MICRON TECHNOLOGY INCORPORATED492 shares-57.77%2026-03-312026-04-21

ISRG INTUITIVE SURGICAL INCORPORATED COM NEW357 shares0.00%2026-03-312026-04-21

CMG CHIPOTLE MEXICAN GRILL INCORPORATED5.1K shares-4.98%2026-03-312026-04-21

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LMT LOCKHEED MARTIN CORPORATION269 shares3.07%2026-03-312026-04-21

XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF1.1K shares-10.69%2026-03-312026-04-21

SECT MAIN SECTOR ROTATION ETF2.6K shares0.00%2026-03-312026-04-21

AVMU AVANTIS CORE MUNICIPAL FIXED INCOME ETF3.5K shares58.71%2026-03-312026-04-21

GGG GRACO INCORPORATED1.9K shares0.32%2026-03-312026-04-21

ET ENERGY TRANSFER L P COM UT LTD PTN8.1K shares4.64%2026-03-312026-04-21

TPHD TIMOTHY PLAN HIGH DIVIDEND STOCK ETF3.7K shares0.00%2026-03-312026-04-21

RIO RIO TINTO PLC SPONSORED ADR (UNITED KINGDOM)1.7K shares1.73%2026-03-312026-04-21

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PAG PENSKE AUTOMOTIVE GRP INCORPORATED1.0K shares0.00%2026-03-312026-04-21

DFIP DIMENSIONAL ETF TRUST INFLATION PROTECTED SECS ETF3.6K shares0.00%2026-03-312026-04-21

ROKU ROKU INCORPORATED COM CLASS A1.6K shares0.96%2026-03-312026-04-21

DE DEERE & COMPANY262 shares0.00%2026-03-312026-04-21

AEP AMERICAN ELEC PWR COMPANY INCORPORATED1.1K shares-15.93%2026-03-312026-04-21

BONDBLOXX ETF TR BONDBLOXX ETF TR3.7K shares-6.25%2026-03-312026-04-21

AWF ALLIANCEBERNSTEIN GLOBAL HIGH14.1K shares0.00%2026-03-312026-04-21

VB VANGUARD SMALL-CAP ETF531 shares-6.84%2026-03-312026-04-21

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ULTA ULTA BEAUTY INCORPORATED257 shares0.39%2026-03-312026-04-21

FITB FIFTH THIRD BANCORP2.9K shares288.48%2026-03-312026-04-21

CRWV COREWEAVE INCORPORATED COM CLASS A1.7K shares-45.14%2026-03-312026-04-21

NTAP NETAPP INCORPORATED1.3K shares0.00%2026-03-312026-04-21

CVS CVS HEALTH CORPORATION1.8K shares6.16%2026-03-312026-04-21

GAP GAP INCORPORATED5.4K shares0.00%2026-03-312026-04-21

ALB ALBEMARLE CORPORATION727 shares0.00%2026-03-312026-04-21

PFG PRINCIPAL FINANCIAL GROUP INCORPORATED1.4K shares0.00%2026-03-312026-04-21

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KBE STATE STREET SPDR S&P BANK ETF2.1K shares0.00%2026-03-312026-04-21

SO SOUTHERN COMPANY1.3K shares7.31%2026-03-312026-04-21

XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR1.1K shares0.18%2026-03-312026-04-21

CMI CUMMINS INCORPORATED230 shares0.00%2026-03-312026-04-21

AEE AMEREN CORPORATION1.1K shares0.00%2026-03-312026-04-21

DFAU DIMENSIONAL US CORE EQUITY MARKET ETF2.7K shares-6.23%2026-03-312026-04-21

GM GENERAL MTRS COMPANY1.6K shares10.54%2026-03-312026-04-21

SOFI SOFI TECHNOLOGIES INC7.7K shares0.87%2026-03-312026-04-21

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DOV DOVER CORPORATION571 shares1.42%2026-03-312026-04-21

LINDE PLC SHS (IRELAND) LINDE PLC SHS (IRELAND)234 shares325.45%2026-03-312026-04-21

KRE STATE STREET SPDR S&P REGIONAL BANKING ETF1.8K shares0.00%2026-03-312026-04-21

DFCF DIMENSIONAL CORE FIXED INCOME ETF2.7K shares0.72%2026-03-312026-04-21

ROK ROCKWELL AUTOMATION INCORPORATED311 shares-2.81%2026-03-312026-04-21

GNTX GENTEX CORPORATION4.9K shares0.02%2026-03-312026-04-21

SU SUNCOR ENERGY INCORPORATED NEW (CANADA)1.6K shares0.00%2026-03-312026-04-21

EFAV ISHARES TR MSCI EAFE MIN VL1.1K shares0.00%2026-03-312026-04-21

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COIN COINBASE GLOBAL INCORPORATED COM CLASS A599 shares0.00%2026-03-312026-04-21

AGG ISHARES TR CORE US AGGBD ET1.0K shares0.00%2026-03-312026-04-21

SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE3.1K shares0.00%2026-03-312026-04-21

SYY SYSCO CORPORATION1.4K shares0.00%2026-03-312026-04-21

AVUV AVANTIS U.S. SMALL CAP VALUE ETF917 shares0.77%2026-03-312026-04-21

IDEV ISHARES TR CORE MSCI INTL1.2K shares0.00%2026-03-312026-04-21

FDX FEDEX CORPORATION279 shares-31.62%2026-03-312026-04-21

BK BANK NEW YORK MELLON CORPORATION837 shares2.95%2026-03-312026-04-21

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CL COLGATE PALMOLIVE COMPANY1.2K shares-0.86%2026-03-312026-04-21

DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF2.8K shares11.47%2026-03-312026-04-21

SPYI NEOS S&P 500 HIGH INCOME ETF1.9K sharesnew addition2026-03-312026-04-21

IOT SAMSARA INCORPORATED COM CLASS A3.0K shares4.12%2026-03-312026-04-21

TGT TARGET CORPORATION767 shares-2.17%2026-03-312026-04-21

CNI CANADIAN NATL RY COMPANY (CANADA)885 shares0.57%2026-03-312026-04-21

COF CAPITAL ONE FINL CORPORATION489 shares3.38%2026-03-312026-04-21

VO VANGUARD MID-CAP ETF310 shares0.32%2026-03-312026-04-21

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XJH ISHARES TR ESG SELECT SCRE1.9K shares50.35%2026-03-312026-04-21

COKE COCA COLA CONS INCORPORATED460 shares0.00%2026-03-312026-04-21

ESML ISHARES TR ESG AWARE MSCI1.9K shares49.96%2026-03-312026-04-21

TFC TRUIST FINL CORPORATION1.8K shares-3.00%2026-03-312026-04-21

AJG GALLAGHER ARTHUR J & COMPANY388 shares-0.51%2026-03-312026-04-21

IEF ISHARES TR 7-10 YR TRSY BD874 shares0.46%2026-03-312026-04-21

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF1.4K shares0.15%2026-03-312026-04-21

XLC SPDR COMMUNICATION SERVICES SELECT SECTOR FUND730 shares2.38%2026-03-312026-04-21

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ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) ACCENTURE PLC IRELAND SHS CLASS A (IRELAND)403 shares5.50%2026-03-312026-04-21

MCHP MICROCHIP TECHNOLOGY INCORPORATED.1.2K shares0.73%2026-03-312026-04-21

DFNM DIMENSIONAL NATIONAL MUNICIPAL BOND ETF1.7K shares0.55%2026-03-312026-04-21

DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF169 shares0.00%2026-03-312026-04-21

BIDU BAIDU INCORPORATED SPON ADR REP A (CAYMAN ISLANDS)700 shares0.00%2026-03-312026-04-21

BBY BEST BUY INCORPORATED1.2K shares-1.47%2026-03-312026-04-21

RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS1.1K sharesnew addition2026-03-312026-04-21

VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF1.2K shares-12.15%2026-03-312026-04-21

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MAGS ROUNDHILL MAGNIFICENT SEVEN ETF1.3K sharesnew addition2026-03-312026-04-21

KLAC KLA CORPORATION COM NEW48 shares0.00%2026-03-312026-04-21

AVDE AVANTIS INTERNATIONAL EQUITY ETF825 shares0.00%2026-03-312026-04-21

EQIX EQUINIX INCORPORATED REIT71 shares1.43%2026-03-312026-04-21

IEI ISHARES TR 3 7 YR TREAS BD583 shares0.69%2026-03-312026-04-21

LMND LEMONADE INCORPORATED1.1K shares0.00%2026-03-312026-04-21

KMB KIMBERLY-CLARK CORPORATION708 shares0.00%2026-03-312026-04-21

BROS DUTCH BROS INCORPORATED CLASS A1.3K shares-1.99%2026-03-312026-04-21

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TGTX TG THERAPEUTICS INCORPORATED2.0K shares0.00%2026-03-312026-04-21

CSX CSX CORPORATION1.6K shares-3.68%2026-03-312026-04-21

IUSG ISHARES TR CORE S&P US GWT428 shares21.59%2026-03-312026-04-21

CCJ CAMECO CORPORATION (CANADA)611 shares0.00%2026-03-312026-04-21

QGRO AMERICAN CENTURY U.S. QUALITY GROWTH ETF626 shares0.00%2026-03-312026-04-21

PPG PPG INDUSTRIES INCORPORATED615 shares-1.91%2026-03-312026-04-21

STEW SRH TOTAL RETURN FUND INCORPORATED3.8K shares1.14%2026-03-312026-04-21

TTC TORO COMPANY700 shares0.00%2026-03-312026-04-21

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AVLC AVANTIS U S LARGE CAP EQUITY ETF823 shares0.00%2026-03-312026-04-21

IQV IQVIA HLDGS INCORPORATED373 shares6.57%2026-03-312026-04-21

MFC MANULIFE FINL CORPORATION (CANADA)1.8K shares0.00%2026-03-312026-04-21

FOUR SHIFT4 PMTS INCORPORATED CLASS A1.4K shares6.55%2026-03-312026-04-21

SCHD SCHWAB US DIVIDEND EQUITY ETF2.0K shares221.69%2026-03-312026-04-21

EMN EASTMAN CHEMICAL COMPANY807 shares-2.77%2026-03-312026-04-21

JBL JABIL INCORPORATED232 shares0.43%2026-03-312026-04-21

HP INCORPORATED HP INCORPORATED3.2K shares0.00%2026-03-312026-04-21

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DFAT DIMENSIONAL U.S. TARGETED VALUE ETF978 shares11.77%2026-03-312026-04-21

TRV TRAVELERS COMPANIES INCORPORATED209 shares0.00%2026-03-312026-04-21

BLACKSTONE INCORPORATED BLACKSTONE INCORPORATED529 shares-0.75%2026-03-312026-04-21

CMCSA COMCAST CORPORATION NEW CLASS A2.1K shares2.53%2026-03-312026-04-21

BE BLOOM ENERGY CORPORATION COM CLASS A435 shares0.00%2026-03-312026-04-21

UTG REAVES UTIL INCOME FD COM SH BEN INT1.5K sharesnew addition2026-03-312026-04-21

LEN LENNAR CORPORATION CLASS A672 shares-47.38%2026-03-312026-04-21

ENB ENBRIDGE INCORPORATED (CANADA)1.1K shares-24.97%2026-03-312026-04-21

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LNG CHENIERE ENERGY INCORPORATED COM NEW205 shares0.00%2026-03-312026-04-21

HNRG HALLADOR ENERGY COMPANY3.6K shares-14.40%2026-03-312026-04-21

BABA ALIBABA GROUP HLDG LIMITED SPONSORED ADS456 shares5.80%2026-03-312026-04-21

IUSB ISHARES CORE UNIVERSAL USD BOND ETF1.2K shares0.00%2026-03-312026-04-21

IGM ISHARES TR EXPND TEC SC ETF476 shares-7.39%2026-03-312026-04-21

IVE ISHARES TR S&P 500 VAL ETF266 shares0.00%2026-03-312026-04-21

FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND1.2K shares0.51%2026-03-312026-04-21

XCCC BONDBLOXX ETF TR1.5K shares-4.22%2026-03-312026-04-21

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IVW ISHARES TR S&P 500 GRWT ETF485 shares-40.49%2026-03-312026-04-21

SYK STRYKER CORPORATION166 shares7.79%2026-03-312026-04-21

TEM TEMPUS AI INCORPORATED CLASS A1.2K shares0.00%2026-03-312026-04-21

TPLC TIMOTHY PLAN US LARGE/MID CAP CORE ETF1.1K shares0.00%2026-03-312026-04-21

ETHA ISHARES ETHEREUM TR SHS3.4K shares0.00%2026-03-312026-04-21

YUM YUM BRANDS INCORPORATED341 shares0.00%2026-03-312026-04-21

POR PORTLAND GENERAL ELEC COMPANY COM NEW1.0K shares24900.00%2026-03-312026-04-21

TPSC TIMOTHY PLAN US SMALL CAP CORE ETF1.2K shares0.00%2026-03-312026-04-21

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IWM ISHARES TR RUSSELL 2000 ETF212 shares0.00%2026-03-312026-04-21

SMH VANECK SEMICONDUCTOR ETF136 shares3.03%2026-03-312026-04-21

MTUM ISHARES TR MSCI USA MMENTM217 shares0.00%2026-03-312026-04-21

LIT GLOBAL X LITHIUM & BATTERY TECH ETF700 shares1300.00%2026-03-312026-04-21

COP CONOCOPHILLIPS393 shares-1.26%2026-03-312026-04-21

JD JD.COM INCORPORATED SPON ADS CLASS A (CAYMAN ISLANDS)1.8K shares0.00%2026-03-312026-04-21

AMGN AMGEN INCORPORATED146 shares-41.60%2026-03-312026-04-21

AON PLC SHS CL A (IRELAND) AON PLC SHS CL A (IRELAND)159 shares-0.63%2026-03-312026-04-21

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XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF1.1K shares13.67%2026-03-312026-04-21

RB GLOBAL INCORPORATED (CANADA) RB GLOBAL INCORPORATED (CANADA)521 shares0.00%2026-03-312026-04-21

APD AIR PRODUCTS AND CHEMICALS INCORPORATED172 shares-1.71%2026-03-312026-04-21

SDY STATE STREET SPDR S&P DIVIDEND ETF337 shares0.00%2026-03-312026-04-21

RJ EAGLE GCM DIVIDEND SELECT INCOME ETF RJ EAGLE GCM DIVIDEND SELECT INCOME ETF1.8K sharesnew addition2026-03-312026-04-21

CCL CARNIVAL CORPORATION COMMON STOCK (PANAMA)1.8K shares137.16%2026-03-312026-04-21

MMC MARSH & MCLENNAN COMPANIES INCORPORATED273 shares-26.42%2026-03-312026-04-21

VEA VANGUARD FTSE DEVELOPED MARKETS ETF731 shares13.51%2026-03-312026-04-21

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NOK NOKIA CORPORATION SPONSORED ADR (FINLAND)5.7K shares2.32%2026-03-312026-04-21

AVLV AVANTIS US LARGE CAP VALUE ETF567 shares-6.74%2026-03-312026-04-21

ACAD ACADIA PHARMACEUTICALS INCORPORATED2.0K shares0.00%2026-03-312026-04-21

PWR QUANTA SVCS INCORPORATED81 shares0.00%2026-03-312026-04-21

IEMG ISHARES INCORPORATED CORE MSCI EMKT632 shares0.00%2026-03-312026-04-21

PCMM BONDBLOXX PRIVATE CREDIT CLO ETF893 sharesnew addition2026-03-312026-04-21

CROWN CASTLE INCORPORATED REIT CROWN CASTLE INCORPORATED REIT538 shares-3.06%2026-03-312026-04-21

QUAL ISHARES TR MSCI USA QLT FCT227 shares0.00%2026-03-312026-04-21

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FNV FRANCO NEV CORPORATION (CANADA)175 shares0.00%2026-03-312026-04-21

JPST JPMORGAN ULTRA-SHORT INCOME ETF846 sharesnew addition2026-03-312026-04-21

MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A739 shares-35.63%2026-03-312026-04-21

TWLO TWILIO INCORPORATED CLASS A338 shares-1.17%2026-03-312026-04-21

SLS SELLAS LIFE SCIENCES GROUP INCORPORATED COM NEW10.0K shares0.00%2026-03-312026-04-21

MUB ISHARES TR NATIONAL MUN ETF397 shares0.00%2026-03-312026-04-21

PH PARKER-HANNIFIN CORPORATION45 shares25.00%2026-03-312026-04-21

EFA ISHARES TR MSCI EAFE ETF412 shares0.00%2026-03-312026-04-21

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DY DYCOM INDUSTRIES INCORPORATED118 shares0.00%2026-03-312026-04-21

CTVA CORTEVA INCORPORATED476 shares0.00%2026-03-312026-04-21

WELL WELLTOWER INCORPORATED REIT200 shares19.05%2026-03-312026-04-21

ACMR ACM RESH INCORPORATED COM CLASS A1.0K shares0.00%2026-03-312026-04-21

VWO VANGUARD FTSE EMERGING MARKETS ETF719 shares12.70%2026-03-312026-04-21

XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF465 shares0.22%2026-03-312026-04-21

UNH UNITEDHEALTH GROUP INCORPORATED140 shares11.11%2026-03-312026-04-21

IRT INDEPENDENCE RLTY TR INCORPORATED REIT2.5K shares-3.33%2026-03-312026-04-21

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ICF ISHARES TR SELECT US REIT602 shares0.00%2026-03-312026-04-21

SCHB SCHWAB U.S. BROAD MARKET ETF1.5K shares0.14%2026-03-312026-04-21

TAN INVESCO SOLAR ETF650 sharesnew addition2026-03-312026-04-21

BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF1.1K shares0.00%2026-03-312026-04-21

SOLSTICE ADVANCED MATLS INCORPORATED COM SHS SOLSTICE ADVANCED MATLS INCORPORATED COM SHS467 shares3.32%2026-03-312026-04-21

VYM VANGUARD HIGH DIVIDEND YIELD ETF236 shares15.69%2026-03-312026-04-21

MBB ISHARES TR MBS ETF362 shares0.28%2026-03-312026-04-21

OC OWENS CORNING NEW315 shares0.00%2026-03-312026-04-21

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BOW BOWHEAD SPECIALTY HLDGS INCORPORATED COM SHS1.5K shares0.00%2026-03-312026-04-21

ORLY OREILLY AUTOMOTIVE INCORPORATED363 shares-0.55%2026-03-312026-04-21

PEG PUBLIC SVC ENTERPRISE GROUP411 shares0.00%2026-03-312026-04-21

MARVELL TECHNOLOGY INCORPORATED MARVELL TECHNOLOGY INCORPORATED330 shares2.17%2026-03-312026-04-21

SCHF SCHWAB INTERNATIONAL EQUITY ETF1.3K shares0.00%2026-03-312026-04-21

MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND316 sharesnew addition2026-03-312026-04-21

VTEB VANGUARD TAX-EXEMPT BOND ETF629 shares0.00%2026-03-312026-04-21

NSC NORFOLK SOUTHN CORPORATION109 shares0.00%2026-03-312026-04-21

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HCA HCA HEALTHCARE INCORPORATED66 shares407.69%2026-03-312026-04-21

GNT GAMCO NAT RES GOLD & INCOME TR SH BEN INT3.7K shares2.21%2026-03-312026-04-21

EMR EMERSON ELEC COMPANY237 shares9.22%2026-03-312026-04-21

NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF293 shares0.34%2026-03-312026-04-21

QNITY ELECTRONICS INCORPORATED COMMON STOCK QNITY ELECTRONICS INCORPORATED COMMON STOCK267 shares0.00%2026-03-312026-04-21

RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF680 shares0.00%2026-03-312026-04-21

AVUS AVANTIS U.S. EQUITY ETF276 shares0.36%2026-03-312026-04-21

ASML ASML HLDG NV N Y REGISTRY SHS (NETHERLANDS)23 shares4.55%2026-03-312026-04-21

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AFL AFLAC INCORPORATED272 shares0.00%2026-03-312026-04-21

LULU LULULEMON ATHLETICA INCORPORATED193 shares0.00%2026-03-312026-04-21

IJK ISHARES TR S&P MC 400GR ETF293 shares0.00%2026-03-312026-04-21

RBRK RUBRIK INCORPORATED. CLASS A600 shares0.00%2026-03-312026-04-21

APH AMPHENOL CORPORATION CLASS A232 shares96.61%2026-03-312026-04-21

UUUU ENERGY FUELS INCORPORATED COM NEW (CANADA)1.6K shares0.00%2026-03-312026-04-21

TTD THE TRADE DESK INCORPORATED COM CLASS A1.3K shares17.65%2026-03-312026-04-21

IMCG ISHARES TR MRGSTR MD CP GRW366 shares0.00%2026-03-312026-04-21

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VT VANGUARD TOTAL WORLD STOCK ETF208 shares0.48%2026-03-312026-04-21

XBB BONDBLOXX BB-RATED USD HIGH YIELD CORP BOND ETF703 shares0.00%2026-03-312026-04-21

SHEL SHELL PLC SPON ADS (UNITED KINGDOM)304 shares16.48%2026-03-312026-04-21

CNP CENTERPOINT ENERGY INCORPORATED653 shares0.00%2026-03-312026-04-21

AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY604 shares0.17%2026-03-312026-04-21

AUR AURORA INNOVATION INCORPORATED CLASS A COM6.5K shares0.00%2026-03-312026-04-21

XEL XCEL ENERGY INCORPORATED336 shares7.01%2026-03-312026-04-21

IR INGERSOLL RAND INCORPORATED333 shares0.00%2026-03-312026-04-21

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WM WASTE MGMT INCORPORATED DEL116 shares0.00%2026-03-312026-04-21

TOST TOAST INCORPORATED CLASS A1.0K shares-0.10%2026-03-312026-04-21

ARCC ARES CAPITAL CORPORATION1.5K shares2.69%2026-03-312026-04-21

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTI444 shares0.00%2026-03-312026-04-21

RJ EAGLE MUNICIPAL INCOME ETF RJ EAGLE MUNICIPAL INCOME ETF1.0K shares0.00%2026-03-312026-04-21

PPL PPL CORPORATION660 shares1000.00%2026-03-312026-04-21

WFC WELLS FARGO & COMPANY316 shares-2.47%2026-03-312026-04-21

FTNT FORTINET INCORPORATED306 shares0.00%2026-03-312026-04-21

Sponsored

RJ EAGLE VERTICAL INCOME ETF RJ EAGLE VERTICAL INCOME ETF1.0K shares0.00%2026-03-312026-04-21

ARTY ISHARES TR FUTURE AI & TECH533 shares0.00%2026-03-312026-04-21

WPC WP CAREY INCORPORATED REIT361 shares1.40%2026-03-312026-04-21

DUPONT DE NEMOURS INCORPORATED DUPONT DE NEMOURS INCORPORATED535 shares0.00%2026-03-312026-04-21

VBK VANGUARD SMALL-CAP GROWTH ETF81 shares0.00%2026-03-312026-04-21

APOLLO GLOBAL MGMT INCORPORATED APOLLO GLOBAL MGMT INCORPORATED219 shares-3.10%2026-03-312026-04-21

CARR CARRIER GLOBAL CORPORATION431 shares9.11%2026-03-312026-04-21

IWR ISHARES TR RUS MID CAP ETF249 shares0.40%2026-03-312026-04-21

Sponsored

AMH AMERICAN HOMES 4 RENT CLASS A REIT864 shares0.00%2026-03-312026-04-21

PL PLANET LABS PBC COM CLASS A836 shares0.00%2026-03-312026-04-21

WDAY WORKDAY INCORPORATED CLASS A178 shares-10.55%2026-03-312026-04-21

LYV LIVE NATION ENTERTAINMENT INCORPORATED151 shares14.39%2026-03-312026-04-21

DDOG DATADOG INCORPORATED CLASS A COM191 shares0.00%2026-03-312026-04-21

EFV ISHARES TR EAFE VALUE ETF303 shares0.00%2026-03-312026-04-21

DVY ISHARES TR SELECT DIVID ETF144 shares0.00%2026-03-312026-04-21

SOLV SOLVENTUM CORPORATION COM SHS334 shares6.37%2026-03-312026-04-21

Sponsored

QBTS D-WAVE QUANTUM INCORPORATED1.5K shares0.07%2026-03-312026-04-21

KEYS KEYSIGHT TECHNOLOGIES INCORPORATED75 shares1400.00%2026-03-312026-04-21

PRU PRUDENTIAL FINL INCORPORATED216 shares0.93%2026-03-312026-04-21

SYM SYMBOTIC INCORPORATED CLASS A COM396 shares0.00%2026-03-312026-04-21

LQD ISHARES TR IBOXX INV CP ETF192 shares0.00%2026-03-312026-04-21

VOOG VANGUARD S&P 500 GROWTH ETF51 shares0.00%2026-03-312026-04-21

CLX CLOROX COMPANY DEL200 shares0.00%2026-03-312026-04-21

STT STATE STR CORPORATION163 shares0.00%2026-03-312026-04-21

Sponsored

USMV ISHARES TR MSCI USA MIN VOL221 shares-1.78%2026-03-312026-04-21

VEU VANGUARD FTSE ALL-WORLD EX-US ETF270 shares0.00%2026-03-312026-04-21

SCZ ISHARES TR EAFE SML CP ETF256 shares0.00%2026-03-312026-04-21

JPLD JPMORGAN LIMITED DURATION BOND ETF384 sharesnew addition2026-03-312026-04-21

IUSV ISHARES TR CORE S&P US VLU195 shares178.57%2026-03-312026-04-21

WY WEYERHAEUSER COMPANY COM NEW REIT800 shares0.00%2026-03-312026-04-21

GEL GENESIS ENERGY L P UNIT LTD PARTN1.1K shares1.03%2026-03-312026-04-21

OEF ISHARES TR S&P 100 ETF60 shares0.00%2026-03-312026-04-21

Sponsored

PULS PGIM ULTRA SHORT BOND ETF384 sharesnew addition2026-03-312026-04-21

CMS CMS ENERGY CORPORATION244 shares0.00%2026-03-312026-04-21

TLH ISHARES TR 10-20 YR TRS ETF187 shares0.00%2026-03-312026-04-21

HII HUNTINGTON INGALLS INDUSTRIES INCORPORATED49 shares0.00%2026-03-312026-04-21

AMT AMERICAN TOWER CORPORATION REIT107 shares256.67%2026-03-312026-04-21

IWF ISHARES TR RUS 1000 GRW ETF43 shares0.00%2026-03-312026-04-21

GEHC GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK257 shares8.44%2026-03-312026-04-21

VIS VANGUARD INDUSTRIALS ETF59 shares5.36%2026-03-312026-04-21

Sponsored

MOAT VANECK MORNINGSTAR WIDE MOAT ETF188 shares-50.53%2026-03-312026-04-21

MS MORGAN STANLEY COM NEW110 shares-2.65%2026-03-312026-04-21

ARKK ARK ETF TRUST INNOVATION ETF261 shares41.08%2026-03-312026-04-21

YUMC YUM CHINA HLDGS INCORPORATED357 shares11.21%2026-03-312026-04-21

DLR DIGITAL RLTY TR INCORPORATED REIT94 shares1.08%2026-03-312026-04-21

MSTR STRATEGY INCORPORATED CLASS A NEW136 shares-0.73%2026-03-312026-04-21

OTIS OTIS WORLDWIDE CORPORATION217 shares10.15%2026-03-312026-04-21

VFH VANGUARD FINANCIALS ETF138 shares0.00%2026-03-312026-04-21

Sponsored

USB US BANCORP COM NEW320 shares0.00%2026-03-312026-04-21

DOW DOW HLDGS INCORPORATED399 shares0.00%2026-03-312026-04-21

ATLANTA BRAVES HLDGS INCORPORATED COM SER A ATLANTA BRAVES HLDGS INCORPORATED COM SER A350 shares0.00%2026-03-312026-04-21

STERIS PLC SHS USD (IRELAND) STERIS PLC SHS USD (IRELAND)74 shares-1.33%2026-03-312026-04-21

XYZ BLOCK INCORPORATED CLASS A272 shares0.00%2026-03-312026-04-21

EEMV ISHARES INCORPORATED MSCI EMERG MRKT248 shares0.00%2026-03-312026-04-21

PFF ISHARES TR PFD AND INCM SEC520 shares0.00%2026-03-312026-04-21

RACE FERRARI N V (NETHERLANDS)45 shares32.35%2026-03-312026-04-21

Sponsored

REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF177 shares0.00%2026-03-312026-04-21

COWZ PACER US CASH COWS 100 ETF240 shares0.00%2026-03-312026-04-21

CDNS CADENCE DESIGN SYSTEMS INCORPORATED54 shares-16.92%2026-03-312026-04-21

BINC ISHARES FLEXIBLE INCOME ACTIVE ETF287 shares0.00%2026-03-312026-04-21

ATO ATMOS ENERGY CORPORATION80 shares900.00%2026-03-312026-04-21

CPNG COUPANG INCORPORATED CLASS A777 shares2.78%2026-03-312026-04-21

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF74 shares0.00%2026-03-312026-04-21

AVIG AVANTIS CORE FIXED INCOME ETF341 shares0.00%2026-03-312026-04-21

Sponsored

TM TOYOTA MOTOR CORPORATION ADS (JAPAN)68 shares0.00%2026-03-312026-04-21

VGSH VANGUARD SHORT-TERM TREASURY ETF237 sharesnew addition2026-03-312026-04-21

ADBE ADOBE INCORPORATED57 shares7.55%2026-03-312026-04-21

MCK MCKESSON CORPORATION16 shares0.00%2026-03-312026-04-21

AAPL

APPLE INCORPORATED

-0.16%

Shares202.1K

Event2026-03-31

Filed2026-04-21

BROADCOM INCORPORATED

-4.73%

Shares154.5K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

-3.46%

Shares192.4K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORPORATION

10.26%

Shares90.1K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & COMPANY

1.37%

Shares111.6K

Event2026-03-31

Filed2026-04-21

ALPHABET INCORPORATED CAP STK CLASS A

-12.20%

Shares113.9K

Event2026-03-31

Filed2026-04-21

LAM RESEARCH CORPORATION COM NEW

-18.80%

Shares123.6K

Event2026-03-31

Filed2026-04-21

WMT

WALMART INCORPORATED

-3.39%

Shares211.0K

Event2026-03-31

Filed2026-04-21

META

META PLATFORMS INCORPORATED CLASS A

8.46%

Shares44.3K

Event2026-03-31

Filed2026-04-21

MSI

MOTOROLA SOLUTIONS INCORPORATED COM NEW

4.65%

Shares50.6K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

-7.50%

Shares89.2K

Event2026-03-31

Filed2026-04-21

CME

CME GROUP INCORPORATED

4.85%

Shares70.5K

Event2026-03-31

Filed2026-04-21

MERCK & COMPANY INCORPORATED

-6.10%

Shares171.0K

Event2026-03-31

Filed2026-04-21

HOME DEPOT INCORPORATED

8.02%

Shares61.8K

Event2026-03-31

Filed2026-04-21

CSCO

CISCO SYSTEMS INCORPORATED

-0.83%

Shares261.4K

Event2026-03-31

Filed2026-04-21

CHUBB LIMITED SWITZ (SWITZERLAND)

3.28%

Shares60.5K

Event2026-03-31

Filed2026-04-21

EATON CORPORATION PLC SHS (IRELAND)

-1.27%

Shares49.8K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INCORPORATED

2.77%

Shares83.7K

Event2026-03-31

Filed2026-04-21

XFIV

BONDBLOXX ETF TR 5 YR TARGET DURATION

24.70%

Shares352.1K

Event2026-03-31

Filed2026-04-21

QCOM

QUALCOMM INCORPORATED

11.24%

Shares133.4K

Event2026-03-31

Filed2026-04-21

DHI

D R HORTON INCORPORATED

0.40%

Shares121.6K

Event2026-03-31

Filed2026-04-21

XTRE

BONDBLOXX ETF TR 3 YR TARGET DURATION

25.51%

Shares300.2K

Event2026-03-31

Filed2026-04-21

VIPER ENERGY INCORPORATED CLASS A

3.56%

Shares315.7K

Event2026-03-31

Filed2026-04-21

COST

COSTCO WHOLESALE CORPORATION

18.74%

Shares14.7K

Event2026-03-31

Filed2026-04-21

XTWO

BONDBLOXX BLOOMBERG 2 YEAR TARGET DURATION US TREASURY

25.58%

Shares297.3K

Event2026-03-31

Filed2026-04-21

JCI

JOHNSON CONTROLS INTERNATION SHS (IRELAND)

-6.56%

Shares108.3K

Event2026-03-31

Filed2026-04-21

LLY

ELI LILLY & COMPANY

-1.07%

Shares15.2K

Event2026-03-31

Filed2026-04-21

TSLA

TESLA INCORPORATED

3.90%

Shares37.2K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORPORATION

-4.38%

Shares75.7K

Event2026-03-31

Filed2026-04-21

CRWD

CROWDSTRIKE HLDGS INCORPORATED CLASS A

7.44%

Shares32.0K

Event2026-03-31

Filed2026-04-21

XONE

BONDBLOXX BLOOMBERG 1 YEAR TARGET DURATION US TREASURY

24.87%

Shares248.6K

Event2026-03-31

Filed2026-04-21

CEG

CONSTELLATION ENERGY CORPORATION

4.78%

Shares42.8K

Event2026-03-31

Filed2026-04-21

EVSD

EATON VANCE SHORT DURATION INCOME ETF

11.58%

Shares218.9K

Event2026-03-31

Filed2026-04-21

UNP

UNION PAC CORPORATION

3.36%

Shares44.6K

Event2026-03-31

Filed2026-04-21

TRANE TECHNOLOGIES PLC SHS (IRELAND)

0.99%

Shares25.9K

Event2026-03-31

Filed2026-04-21

VICI

VICI PPTYS INCORPORATED REIT

25.19%

Shares389.8K

Event2026-03-31

Filed2026-04-21

FORD MTR COMPANY

-0.12%

Shares896.0K

Event2026-03-31

Filed2026-04-21

ALL

ALLSTATE CORPORATION

3.22%

Shares48.7K

Event2026-03-31

Filed2026-04-21

LHX

L3HARRIS TECHNOLOGIES INCORPORATED

-8.73%

Shares28.8K

Event2026-03-31

Filed2026-04-21

RJF

RAYMOND JAMES FINL INCORPORATED

-1.73%

Shares67.5K

Event2026-03-31

Filed2026-04-21

VISA INCORPORATED COM CLASS A

6.51%

Shares31.5K

Event2026-03-31

Filed2026-04-21

CRM

SALESFORCE INCORPORATED

23.61%

Shares49.8K

Event2026-03-31

Filed2026-04-21

NXPI

NXP SEMICONDUCTORS N V (NETHERLANDS)

-0.99%

Shares45.1K

Event2026-03-31

Filed2026-04-21

SPY

STATE STREET SPDR S&P 500 ETF TRUST

-30.22%

Shares12.7K

Event2026-03-31

Filed2026-04-21

ECL

ECOLAB INCORPORATED

1.51%

Shares30.4K

Event2026-03-31

Filed2026-04-21

ORCL

ORACLE CORPORATION

35.71%

Shares54.4K

Event2026-03-31

Filed2026-04-21

ICE

INTERCONTINENTAL EXCHANGE INCORPORATED

11.48%

Shares46.3K

Event2026-03-31

Filed2026-04-21

TJX

TJX COMPANIES INCORPORATED NEW

0.09%

Shares42.8K

Event2026-03-31

Filed2026-04-21

SPGI

S&P GLOBAL INCORPORATED

18.07%

Shares15.6K

Event2026-03-31

Filed2026-04-21

ALPHABET INCORPORATED CAP STK CLASS C

-3.19%

Shares22.6K

Event2026-03-31

Filed2026-04-21

RTX

RTX CORPORATION

0.28%

Shares29.5K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR CORE S&P500 ETF

-6.60%

Shares7.4K

Event2026-03-31

Filed2026-04-21

CAT

CATERPILLAR INCORPORATED

-4.16%

Shares6.6K

Event2026-03-31

Filed2026-04-21

AXP

AMERICAN EXPRESS COMPANY

-0.55%

Shares15.1K

Event2026-03-31

Filed2026-04-21

VTI

VANGUARD TOTAL STOCK MARKET ETF

-0.81%

Shares13.7K

Event2026-03-31

Filed2026-04-21

NFLX

NETFLIX INCORPORATED.

-1.86%

Shares45.3K

Event2026-03-31

Filed2026-04-21

CVNA

CARVANA COMPANY CLASS A

-0.13%

Shares13.3K

Event2026-03-31

Filed2026-04-21

PLTR

PALANTIR TECHNOLOGIES INCORPORATED CLASS A

-1.45%

Shares27.3K

Event2026-03-31

Filed2026-04-21

GOLDMAN SACHS GROUP INCORPORATED

-0.72%

Shares4.7K

Event2026-03-31

Filed2026-04-21

VLO

VALERO ENERGY CORPORATION

0.54%

Shares15.6K

Event2026-03-31

Filed2026-04-21

DFUS

DIMENSIONAL U.S. EQUTIY MARKET ETF

185.24%

Shares54.4K

Event2026-03-31

Filed2026-04-21

GILD

GILEAD SCIENCES INCORPORATED

0.63%

Shares26.9K

Event2026-03-31

Filed2026-04-21

ABBV

ABBVIE INCORPORATED

0.96%

Shares16.0K

Event2026-03-31

Filed2026-04-21

MPC

MARATHON PETE CORPORATION

-0.15%

Shares13.9K

Event2026-03-31

Filed2026-04-21

SHW

SHERWIN WILLIAMS COMPANY

15.50%

Shares9.5K

Event2026-03-31

Filed2026-04-21

TKO

TKO GROUP HOLDINGS INCORPORATED CLASS A

0.96%

Shares14.4K

Event2026-03-31

Filed2026-04-21

SBUX

STARBUCKS CORPORATION

1.61%

Shares30.4K

Event2026-03-31

Filed2026-04-21

VRTX

VERTEX PHARMACEUTICALS INCORPORATED

-2.30%

Shares5.6K

Event2026-03-31

Filed2026-04-21

EXPE

EXPEDIA GROUP INCORPORATED COM NEW

-3.72%

Shares10.8K

Event2026-03-31

Filed2026-04-21

USFR

THE WISDOMTREE TRUST FLTG RATE TREASURY FUND

-40.69%

Shares49.3K

Event2026-03-31

Filed2026-04-21

HWM

HOWMET AEROSPACE INCORPORATED

-3.03%

Shares10.3K

Event2026-03-31

Filed2026-04-21

VST

VISTRA CORPORATION

-0.23%

Shares15.2K

Event2026-03-31

Filed2026-04-21

AIG

AMERICAN INTERNATIONAL GROUP INCORPORATED COM NEW

1.72%

Shares30.0K

Event2026-03-31

Filed2026-04-21

EVSM

EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF

36.57%

Shares44.0K

Event2026-03-31

Filed2026-04-21

NRG

NRG ENERGY INCORPORATED COM NEW

0.22%

Shares14.7K

Event2026-03-31

Filed2026-04-21

STLD

STEEL DYNAMICS INCORPORATED

-2.81%

Shares10.8K

Event2026-03-31

Filed2026-04-21

IWB

ISHARES RUSSELL 1000 ETF

-1.77%

Shares5.4K

Event2026-03-31

Filed2026-04-21

BKNG

BOOKING HOLDINGS INCORPORATED

0.00%

Shares449

Event2026-03-31

Filed2026-04-21

SPYM

STATE STREET SPDR PORTFOLIO S&P ETF

33.87%

Shares24.5K

Event2026-03-31

Filed2026-04-21

PANW

PALO ALTO NETWORKS INCORPORATED

2.12%

Shares11.5K

Event2026-03-31

Filed2026-04-21

TMUS

T-MOBILE US INCORPORATED

2.45%

Shares8.7K

Event2026-03-31

Filed2026-04-21

VONG

VANGUARD RUSSELL 1000 GROWTH ETF

0.00%

Shares15.7K

Event2026-03-31

Filed2026-04-21

UBER

UBER TECHNOLOGIES INCORPORATED

2.33%

Shares22.1K

Event2026-03-31

Filed2026-04-21

TAXX

BONDBLOXX IRM TAX-AWARE SHORT DURATION ETF

74.67%

Shares31.1K

Event2026-03-31

Filed2026-04-21

CVX

CHEVRON CORPORATION

31.40%

Shares7.6K

Event2026-03-31

Filed2026-04-21

BMY

BRISTOL-MYERS SQUIBB COMPANY

0.51%

Shares25.7K

Event2026-03-31

Filed2026-04-21

ABNB

AIRBNB INCORPORATED COM CLASS A

-0.42%

Shares12.3K

Event2026-03-31

Filed2026-04-21

XPO

XPO INCORPORATED

-0.58%

Shares7.8K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TRUST

16.69%

Shares2.6K

Event2026-03-31

Filed2026-04-21

SPOT

SPOTIFY TECHNOLOGY S A SHS (LUXEMBOURG)

-0.57%

Shares3.1K

Event2026-03-31

Filed2026-04-21

STRL

STERLING INFRASTRUCTURE INCORPORATED

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-21

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

0.11%

Shares10.7K

Event2026-03-31

Filed2026-04-21

XSVN

BONDBLOXX ETF TR 7 YR TARGET DURATION

34.37%

Shares29.3K

Event2026-03-31

Filed2026-04-21

XTEN

BONDBLOXX ETF TR BLOOMBERG 10 YR TARGET

34.45%

Shares30.3K

Event2026-03-31

Filed2026-04-21

GLW

CORNING INCORPORATED

0.69%

Shares10.0K

Event2026-03-31

Filed2026-04-21

FANG

DIAMONDBACK ENERGY INCORPORATED

-0.57%

Shares6.4K

Event2026-03-31

Filed2026-04-21

AMD

ADVANCED MICRO DEVICES INCORPORATED

0.58%

Shares6.1K

Event2026-03-31

Filed2026-04-21

THE CIGNA GROUP

-0.22%

Shares4.5K

Event2026-03-31

Filed2026-04-21

BSX

BOSTON SCIENTIFIC CORPORATION

3.55%

Shares17.9K

Event2026-03-31

Filed2026-04-21

CSL

CARLISLE COMPANIES INCORPORATED

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-21

IXUS

ISHARES TR CORE MSCI TOTAL

0.00%

Shares12.3K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW

10.65%

Shares2.2K

Event2026-03-31

Filed2026-04-21

PLXS

PLEXUS CORPORATION

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-21

GLD

SPDR GOLD SHARES

-2.70%

Shares2.4K

Event2026-03-31

Filed2026-04-21

HTZ

HERTZ GLOBAL HLDGS INCORPORATED COM NEW

0.00%

Shares220.2K

Event2026-03-31

Filed2026-04-21

MCD

MCDONALDS CORPORATION

0.53%

Shares3.2K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW

-7.96%

Shares1.6K

Event2026-03-31

Filed2026-04-21

BILS

STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF

9.04%

Shares9.6K

Event2026-03-31

Filed2026-04-21

IJH

ISHARES TR CORE S&P MCP ETF

-5.77%

Shares13.5K

Event2026-03-31

Filed2026-04-21

DFAW

DIMENSIONAL WORLD EQUITY ETF

-4.68%

Shares11.7K

Event2026-03-31

Filed2026-04-21

AVIV

AVANTIS INTL LARGE CAP VALUE ETF

117.92%

Shares11.2K

Event2026-03-31

Filed2026-04-21

PROCTER & GAMBLE COMPANY

-6.41%

Shares5.6K

Event2026-03-31

Filed2026-04-21

AVGE

AMERICAN CENTY ETF TR AVANTIS ALL EQUITY MKTS ETF

2.21%

Shares8.9K

Event2026-03-31

Filed2026-04-21

NEM

NEWMONT CORPORATION

0.58%

Shares7.0K

Event2026-03-31

Filed2026-04-21

AVDV

AVANTIS INTERNATIONAL SMALL CAP VALUE ETF

80.06%

Shares7.5K

Event2026-03-31

Filed2026-04-21

IBM

INTERNATIONAL BUSINESS MACHINES

0.13%

Shares3.1K

Event2026-03-31

Filed2026-04-21

VRT

VERTIV HOLDINGS COMPANY COM CLASS A

-0.13%

Shares3.0K

Event2026-03-31

Filed2026-04-21

COCA COLA COMPANY

-1.82%

Shares9.3K

Event2026-03-31

Filed2026-04-21

ITOT

ISHARES TR CORE S&P TTL STK

-60.39%

Shares4.9K

Event2026-03-31

Filed2026-04-21

RDDT

REDDIT INCORPORATED CLASS A

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-21

URI

UNITED RENTALS INCORPORATED

0.00%

Shares904

Event2026-03-31

Filed2026-04-21

AVEM

AVANTIS EMERGING MARKETS EQUITY ETF

90.00%

Shares8.0K

Event2026-03-31

Filed2026-04-21

AMAT

APPLIED MATLS INCORPORATED

0.27%

Shares1.9K

Event2026-03-31

Filed2026-04-21

BKR

BAKER HUGHES COMPANY CLASS A

1.67%

Shares10.3K

Event2026-03-31

Filed2026-04-21

BIL

STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

16.94%

Shares6.9K

Event2026-03-31

Filed2026-04-21

MDY

STATE STREET SPDR S&P MIDCAP 400 ETF TRUST

-10.08%

Shares1.0K

Event2026-03-31

Filed2026-04-21

PHILIP MORRIS INTERNATIONAL INCORPORATED

37.59%

Shares3.8K

Event2026-03-31

Filed2026-04-21

ISHARES GOLD TR ISHARES NEW

0.01%

Shares7.0K

Event2026-03-31

Filed2026-04-21

ADI

ANALOG DEVICES INCORPORATED

0.59%

Shares1.9K

Event2026-03-31

Filed2026-04-21

IJR

ISHARES TR CORE S&P SCP ETF

-2.69%

Shares4.8K

Event2026-03-31

Filed2026-04-21

ARISTA NETWORKS INCORPORATED COM SHS

0.77%

Shares4.8K

Event2026-03-31

Filed2026-04-21

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS (IRELAND)

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-21

DTE

DTE ENERGY COMPANY

-2.40%

Shares3.9K

Event2026-03-31

Filed2026-04-21

MEDTRONIC PLC SHS (IRELAND)

0.49%

Shares6.1K

Event2026-03-31

Filed2026-04-21

DELL

DELL TECHNOLOGIES INCORPORATED CLASS C

6.97%

Shares3.1K

Event2026-03-31

Filed2026-04-21

GE AEROSPACE COM NEW

0.62%

Shares1.8K

Event2026-03-31

Filed2026-04-21

HIG

HARTFORD INSURANCE GROUP INCORPORATED

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-21

VERIZON COMMUNICATIONS INCORPORATED

28.24%

Shares9.8K

Event2026-03-31

Filed2026-04-21

PNC

PNC FINL SVCS GROUP INCORPORATED

-0.81%

Shares2.3K

Event2026-03-31

Filed2026-04-21

SIVR

ABRDN PHYSICAL SILVER SHARES ETF

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-21

GENERAL DYNAMICS CORPORATION

-1.00%

Shares1.4K

Event2026-03-31

Filed2026-04-21

ALTRIA GROUP INCORPORATED

19.28%

Shares7.2K

Event2026-03-31

Filed2026-04-21

TXN

TEXAS INSTRS INCORPORATED

-0.61%

Shares2.4K

Event2026-03-31

Filed2026-04-21

MASTERCARD INCORPORATED CLASS A

-2.21%

Shares930

Event2026-03-31

Filed2026-04-21

VUG

VANGUARD GROWTH ETF

-0.19%

Shares1.0K

Event2026-03-31

Filed2026-04-21

MGV

VANGUARD MEGA CAP VALUE ETF

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-21

EES

WISDOMTREE U.S. SMALLCAP FUND

-13.54%

Shares7.7K

Event2026-03-31

Filed2026-04-21

DWAS

INVESCO DWA SMALLCAP MOMENTUM ETF

-12.70%

Shares4.6K

Event2026-03-31

Filed2026-04-21

SNOW

SNOWFLAKE INCORPORATED COM SHS

0.29%

Shares2.8K

Event2026-03-31

Filed2026-04-21

USFD

US FOODS HLDG CORPORATION

0.20%

Shares4.5K

Event2026-03-31

Filed2026-04-21

SPTS

STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF

6.52%

Shares13.8K

Event2026-03-31

Filed2026-04-21

SLV

ISHARES SILVER TRUST

2.08%

Shares5.9K

Event2026-03-31

Filed2026-04-21

NEE

NEXTERA ENERGY INCORPORATED

82.50%

Shares4.3K

Event2026-03-31

Filed2026-04-21

AEM

AGNICO EAGLE MINES LIMITED (CANADA)

1.27%

Shares1.9K

Event2026-03-31

Filed2026-04-21

HON

HONEYWELL INTERNATIONAL INCORPORATED

5.21%

Shares1.7K

Event2026-03-31

Filed2026-04-21

ADP

AUTOMATIC DATA PROCESSING INCORPORATED

-1.28%

Shares1.9K

Event2026-03-31

Filed2026-04-21

GRMN

GARMIN LIMITED SHS (SWITZERLAND)

-0.92%

Shares1.6K

Event2026-03-31

Filed2026-04-21

PSX

PHILLIPS 66

0.44%

Shares2.0K

Event2026-03-31

Filed2026-04-21

DOCS

DOXIMITY INCORPORATED CLASS A

-0.74%

Shares15.6K

Event2026-03-31

Filed2026-04-21

SHOP

SHOPIFY INCORPORATED CLASS A SUB VTG SHS (CANADA)

0.56%

Shares3.0K

Event2026-03-31

Filed2026-04-21

ESGV

VANGUARD ESG U.S. STOCK ETF

47.72%

Shares3.2K

Event2026-03-31

Filed2026-04-21

ESGU

ISHARES TR ESG AWR MSCI USA

47.11%

Shares2.5K

Event2026-03-31

Filed2026-04-21

OKTA

OKTA INCORPORATED CLASS A

2.03%

Shares4.5K

Event2026-03-31

Filed2026-04-21

NOW

SERVICENOW INCORPORATED

6.75%

Shares3.3K

Event2026-03-31

Filed2026-04-21

DAL

DELTA AIR LINES INCORPORATED COM NEW

0.51%

Shares5.1K

Event2026-03-31

Filed2026-04-21

VTV

VANGUARD VALUE ETF

33.21%

Shares1.7K

Event2026-03-31

Filed2026-04-21

EQT CORPORATION

2.17%

Shares5.3K

Event2026-03-31

Filed2026-04-21

PEP

PEPSICO INCORPORATED

14.07%

Shares2.2K

Event2026-03-31

Filed2026-04-21

EVERSOURCE ENERGY

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-21

JLL

JONES LANG LASALLE INCORPORATED

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-21

VONE

VANGUARD RUSSELL 1000 ETF

0.27%

Shares1.1K

Event2026-03-31

Filed2026-04-21

GEV

GE VERNOVA INCORPORATED

-1.81%

Shares380

Event2026-03-31

Filed2026-04-21

CITIGROUP INCORPORATED COM NEW

-8.08%

Shares2.9K

Event2026-03-31

Filed2026-04-21

ABERDEEN PHYSICAL GOLD SHARES ETF

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-21

IBKR

INTERACTIVE BROKERS GROUP INCORPORATED COM CLASS A

1.85%

Shares4.7K

Event2026-03-31

Filed2026-04-21

NYF

ISHARES TR NEW YORK MUN ETF

27.41%

Shares5.9K

Event2026-03-31

Filed2026-04-21

VMC

VULCAN MATLS COMPANY

1.80%

Shares1.1K

Event2026-03-31

Filed2026-04-21

SYF

SYNCHRONY FINANCIAL

0.58%

Shares4.5K

Event2026-03-31

Filed2026-04-21

LOW

LOWES COMPANIES INCORPORATED

-1.66%

Shares1.2K

Event2026-03-31

Filed2026-04-21

KKR & COMPANY INCORPORATED

2.37%

Shares3.1K

Event2026-03-31

Filed2026-04-21

ABT

ABBOTT LABORATORIES

-1.52%

Shares2.8K

Event2026-03-31

Filed2026-04-21

IEFA

ISHARES TR CORE MSCI EAFE

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-21

TSM

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TAIWAN)

4.33%

Shares819

Event2026-03-31

Filed2026-04-21

MEDP

MEDPACE HLDGS INCORPORATED

4.39%

Shares571

Event2026-03-31

Filed2026-04-21

BAC

BANK AMERICA CORPORATION

29.22%

Shares5.5K

Event2026-03-31

Filed2026-04-21

GPK

GRAPHIC PACKAGING HLDG COMPANY

0.00%

Shares26.8K

Event2026-03-31

Filed2026-04-21

NOC

NORTHROP GRUMMAN CORPORATION

2.19%

Shares373

Event2026-03-31

Filed2026-04-21

PFE

PFIZER INCORPORATED

-6.56%

Shares9.0K

Event2026-03-31

Filed2026-04-21

INTC

INTEL CORPORATION

0.88%

Shares5.7K

Event2026-03-31

Filed2026-04-21

RGLD

ROYAL GOLD INCORPORATED

0.20%

Shares989

Event2026-03-31

Filed2026-04-21

EXC

EXELON CORPORATION

0.06%

Shares5.1K

Event2026-03-31

Filed2026-04-21

VIG

VANGUARD DIVIDEND APPRECIATION ETF

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-21

ARES

ARES MANAGEMENT CORPORATION CLASS A COM STK

4.84%

Shares2.2K

Event2026-03-31

Filed2026-04-21

IBTA

IBOTTA INCORPORATED CLASS A COM SHS

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-21

DUKE ENERGY CORPORATION NEW COM NEW

22.94%

Shares1.8K

Event2026-03-31

Filed2026-04-21

DIS

DISNEY WALT COMPANY

11.85%

Shares2.4K

Event2026-03-31

Filed2026-04-21

DASH

DOORDASH INCORPORATED CLASS A

2.72%

Shares1.5K

Event2026-03-31

Filed2026-04-21

AT&T INCORPORATED

341.49%

Shares7.8K

Event2026-03-31

Filed2026-04-21

ALPS O'SHARES U.S. QUALITY DIVIDEND ETF

0.15%

Shares4.0K

Event2026-03-31

Filed2026-04-21

EPD

ENTERPRISE PRODUCTS PARTNERS L P

3.04%

Shares5.8K

Event2026-03-31

Filed2026-04-21

CIBR

FIRST TRUST NASDAQ CEA CYBERSECURITY ETF

849.86%

Shares3.4K

Event2026-03-31

Filed2026-04-21

HOOD

ROBINHOOD MKTS INCORPORATED COM CLASS A

7.79%

Shares3.1K

Event2026-03-31

Filed2026-04-21

SCCO

SOUTHERN COPPER CORPORATION

1.34%

Shares1.2K

Event2026-03-31

Filed2026-04-21

BLACKROCK INCORPORATED

1.91%

Shares213

Event2026-03-31

Filed2026-04-21

FIRSTENERGY CORPORATION

1.93%

Shares4.0K

Event2026-03-31

Filed2026-04-21

BOEING COMPANY

-0.39%

Shares1.0K

Event2026-03-31

Filed2026-04-21

SRE

SEMPRA

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-21

MMM

3M COMPANY

2.04%

Shares1.4K

Event2026-03-31

Filed2026-04-21

DTM

DT MIDSTREAM INCORPORATED COMMON STOCK

-3.81%

Shares1.4K

Event2026-03-31

Filed2026-04-21

XHLF

BONDBLOXX BLOOMBERG 6 MNTH TARGET DURATION US TREASURY

168.80%

Shares3.7K

Event2026-03-31

Filed2026-04-21

TE CONNECTIVITY PLC ORD SHS (IRELAND)

-3.24%

Shares895

Event2026-03-31

Filed2026-04-21

MPLX

MPLX LP COM UNIT REP LTD

4.18%

Shares3.3K

Event2026-03-31

Filed2026-04-21

FISERV INCORPORATED

12.46%

Shares3.3K

Event2026-03-31

Filed2026-04-21

BP PLC SPONSORED ADR (UNITED KINGDOM)

8.70%

Shares3.8K

Event2026-03-31

Filed2026-04-21

PLD

PROLOGIS INCORPORATED. REIT

-15.74%

Shares1.4K

Event2026-03-31

Filed2026-04-21

CAVA

CAVA GROUP INCORPORATED

51.13%

Shares2.2K

Event2026-03-31

Filed2026-04-21

XLF

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

1.40%

Shares3.6K

Event2026-03-31

Filed2026-04-21

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

2.82%

Shares255

Event2026-03-31

Filed2026-04-21

IBIT

ISHARES BITCOIN TRUST ETF SHS BEN INT

62.77%

Shares4.4K

Event2026-03-31

Filed2026-04-21

APP

APPLOVIN CORPORATION COM CLASS A

0.00%

Shares425

Event2026-03-31

Filed2026-04-21

VKTX

VIKING THERAPEUTICS INCORPORATED

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-21

MICRON TECHNOLOGY INCORPORATED

-57.77%

Shares492

Event2026-03-31

Filed2026-04-21

ISRG

INTUITIVE SURGICAL INCORPORATED COM NEW

0.00%

Shares357

Event2026-03-31

Filed2026-04-21

CMG

CHIPOTLE MEXICAN GRILL INCORPORATED

-4.98%

Shares5.1K

Event2026-03-31

Filed2026-04-21

LMT

LOCKHEED MARTIN CORPORATION

3.07%

Shares269

Event2026-03-31

Filed2026-04-21

XLV

STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF

-10.69%

Shares1.1K

Event2026-03-31

Filed2026-04-21

SECT

MAIN SECTOR ROTATION ETF

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-21

AVMU

AVANTIS CORE MUNICIPAL FIXED INCOME ETF

58.71%

Shares3.5K

Event2026-03-31

Filed2026-04-21

GGG

GRACO INCORPORATED

0.32%

Shares1.9K

Event2026-03-31

Filed2026-04-21

ENERGY TRANSFER L P COM UT LTD PTN

4.64%

Shares8.1K

Event2026-03-31

Filed2026-04-21

TPHD

TIMOTHY PLAN HIGH DIVIDEND STOCK ETF

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-21

RIO

RIO TINTO PLC SPONSORED ADR (UNITED KINGDOM)

1.73%

Shares1.7K

Event2026-03-31

Filed2026-04-21

PAG

PENSKE AUTOMOTIVE GRP INCORPORATED

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-21

DFIP

DIMENSIONAL ETF TRUST INFLATION PROTECTED SECS ETF

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-21

ROKU

ROKU INCORPORATED COM CLASS A

0.96%

Shares1.6K

Event2026-03-31

Filed2026-04-21

DEERE & COMPANY

0.00%

Shares262

Event2026-03-31

Filed2026-04-21

AEP

AMERICAN ELEC PWR COMPANY INCORPORATED

-15.93%

Shares1.1K

Event2026-03-31

Filed2026-04-21

BONDBLOXX ETF TR

-6.25%

Shares3.7K

Event2026-03-31

Filed2026-04-21

AWF

ALLIANCEBERNSTEIN GLOBAL HIGH

0.00%

Shares14.1K

Event2026-03-31

Filed2026-04-21

VANGUARD SMALL-CAP ETF

-6.84%

Shares531

Event2026-03-31

Filed2026-04-21

ULTA

ULTA BEAUTY INCORPORATED

0.39%

Shares257

Event2026-03-31

Filed2026-04-21

FITB

FIFTH THIRD BANCORP

288.48%

Shares2.9K

Event2026-03-31

Filed2026-04-21

CRWV

COREWEAVE INCORPORATED COM CLASS A

-45.14%

Shares1.7K

Event2026-03-31

Filed2026-04-21

NTAP

NETAPP INCORPORATED

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-21

CVS

CVS HEALTH CORPORATION

6.16%

Shares1.8K

Event2026-03-31

Filed2026-04-21

GAP

GAP INCORPORATED

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-21

ALB

ALBEMARLE CORPORATION

0.00%

Shares727

Event2026-03-31

Filed2026-04-21

PFG

PRINCIPAL FINANCIAL GROUP INCORPORATED

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-21

KBE

STATE STREET SPDR S&P BANK ETF

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-21

SOUTHERN COMPANY

7.31%

Shares1.3K

Event2026-03-31

Filed2026-04-21

XLY

STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR

0.18%

Shares1.1K

Event2026-03-31

Filed2026-04-21

CMI

CUMMINS INCORPORATED

0.00%

Shares230

Event2026-03-31

Filed2026-04-21

AEE

AMEREN CORPORATION

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-21

DFAU

DIMENSIONAL US CORE EQUITY MARKET ETF

-6.23%

Shares2.7K

Event2026-03-31

Filed2026-04-21

GENERAL MTRS COMPANY

10.54%

Shares1.6K

Event2026-03-31

Filed2026-04-21

SOFI

SOFI TECHNOLOGIES INC

0.87%

Shares7.7K

Event2026-03-31

Filed2026-04-21

DOV

DOVER CORPORATION

1.42%

Shares571

Event2026-03-31

Filed2026-04-21

LINDE PLC SHS (IRELAND)

325.45%

Shares234

Event2026-03-31

Filed2026-04-21

KRE

STATE STREET SPDR S&P REGIONAL BANKING ETF

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-21

DFCF

DIMENSIONAL CORE FIXED INCOME ETF

0.72%

Shares2.7K

Event2026-03-31

Filed2026-04-21

ROK

ROCKWELL AUTOMATION INCORPORATED

-2.81%

Shares311

Event2026-03-31

Filed2026-04-21

GNTX

GENTEX CORPORATION

0.02%

Shares4.9K

Event2026-03-31

Filed2026-04-21

SUNCOR ENERGY INCORPORATED NEW (CANADA)

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-21

EFAV

ISHARES TR MSCI EAFE MIN VL

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-21

COIN

COINBASE GLOBAL INCORPORATED COM CLASS A

0.00%

Shares599

Event2026-03-31

Filed2026-04-21

AGG

ISHARES TR CORE US AGGBD ET

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-21

SPIB

STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-21

SYY

SYSCO CORPORATION

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-21

AVUV

AVANTIS U.S. SMALL CAP VALUE ETF

0.77%

Shares917

Event2026-03-31

Filed2026-04-21

IDEV

ISHARES TR CORE MSCI INTL

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-21

FDX

FEDEX CORPORATION

-31.62%

Shares279

Event2026-03-31

Filed2026-04-21

BANK NEW YORK MELLON CORPORATION

2.95%

Shares837

Event2026-03-31

Filed2026-04-21

COLGATE PALMOLIVE COMPANY

-0.86%

Shares1.2K

Event2026-03-31

Filed2026-04-21

DFAX

DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF

11.47%

Shares2.8K

Event2026-03-31

Filed2026-04-21

SPYI

NEOS S&P 500 HIGH INCOME ETF

New

Shares1.9K

Event2026-03-31

Filed2026-04-21

IOT

SAMSARA INCORPORATED COM CLASS A

4.12%

Shares3.0K

Event2026-03-31

Filed2026-04-21

TGT

TARGET CORPORATION

-2.17%

Shares767

Event2026-03-31

Filed2026-04-21

CNI

CANADIAN NATL RY COMPANY (CANADA)

0.57%

Shares885

Event2026-03-31

Filed2026-04-21

COF

CAPITAL ONE FINL CORPORATION

3.38%

Shares489

Event2026-03-31

Filed2026-04-21

VANGUARD MID-CAP ETF

0.32%

Shares310

Event2026-03-31

Filed2026-04-21

XJH

ISHARES TR ESG SELECT SCRE

50.35%

Shares1.9K

Event2026-03-31

Filed2026-04-21

COKE

COCA COLA CONS INCORPORATED

0.00%

Shares460

Event2026-03-31

Filed2026-04-21

ESML

ISHARES TR ESG AWARE MSCI

49.96%

Shares1.9K

Event2026-03-31

Filed2026-04-21

TFC

TRUIST FINL CORPORATION

-3.00%

Shares1.8K

Event2026-03-31

Filed2026-04-21

AJG

GALLAGHER ARTHUR J & COMPANY

-0.51%

Shares388

Event2026-03-31

Filed2026-04-21

IEF

ISHARES TR 7-10 YR TRSY BD

0.46%

Shares874

Event2026-03-31

Filed2026-04-21

XLE

STATE STREET ENERGY SELECT SECTOR SPDR ETF

0.15%

Shares1.4K

Event2026-03-31

Filed2026-04-21

XLC

SPDR COMMUNICATION SERVICES SELECT SECTOR FUND

2.38%

Shares730

Event2026-03-31

Filed2026-04-21

ACCENTURE PLC IRELAND SHS CLASS A (IRELAND)

5.50%

Shares403

Event2026-03-31

Filed2026-04-21

MCHP

MICROCHIP TECHNOLOGY INCORPORATED.

0.73%

Shares1.2K

Event2026-03-31

Filed2026-04-21

DFNM

DIMENSIONAL NATIONAL MUNICIPAL BOND ETF

0.55%

Shares1.7K

Event2026-03-31

Filed2026-04-21

DIA

STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF

0.00%

Shares169

Event2026-03-31

Filed2026-04-21

BIDU

BAIDU INCORPORATED SPON ADR REP A (CAYMAN ISLANDS)

0.00%

Shares700

Event2026-03-31

Filed2026-04-21

BBY

BEST BUY INCORPORATED

-1.47%

Shares1.2K

Event2026-03-31

Filed2026-04-21

RDVY

FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS

New

Shares1.1K

Event2026-03-31

Filed2026-04-21

VGIT

VANGUARD INTERMEDIATE-TERM TREASURY ETF

-12.15%

Shares1.2K

Event2026-03-31

Filed2026-04-21

MAGS

ROUNDHILL MAGNIFICENT SEVEN ETF

New

Shares1.3K

Event2026-03-31

Filed2026-04-21

KLAC

KLA CORPORATION COM NEW

0.00%

Shares48

Event2026-03-31

Filed2026-04-21

AVDE

AVANTIS INTERNATIONAL EQUITY ETF

0.00%

Shares825

Event2026-03-31

Filed2026-04-21

EQIX

EQUINIX INCORPORATED REIT

1.43%

Shares71

Event2026-03-31

Filed2026-04-21

IEI

ISHARES TR 3 7 YR TREAS BD

0.69%

Shares583

Event2026-03-31

Filed2026-04-21

LMND

LEMONADE INCORPORATED

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-21

KMB

KIMBERLY-CLARK CORPORATION

0.00%

Shares708

Event2026-03-31

Filed2026-04-21

BROS

DUTCH BROS INCORPORATED CLASS A

-1.99%

Shares1.3K

Event2026-03-31

Filed2026-04-21

TGTX

TG THERAPEUTICS INCORPORATED

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-21

CSX

CSX CORPORATION

-3.68%

Shares1.6K

Event2026-03-31

Filed2026-04-21

IUSG

ISHARES TR CORE S&P US GWT

21.59%

Shares428

Event2026-03-31

Filed2026-04-21

CCJ

CAMECO CORPORATION (CANADA)

0.00%

Shares611

Event2026-03-31

Filed2026-04-21

QGRO

AMERICAN CENTURY U.S. QUALITY GROWTH ETF

0.00%

Shares626

Event2026-03-31

Filed2026-04-21

PPG

PPG INDUSTRIES INCORPORATED

-1.91%

Shares615

Event2026-03-31

Filed2026-04-21

STEW

SRH TOTAL RETURN FUND INCORPORATED

1.14%

Shares3.8K

Event2026-03-31

Filed2026-04-21

TTC

TORO COMPANY

0.00%

Shares700

Event2026-03-31

Filed2026-04-21

AVLC

AVANTIS U S LARGE CAP EQUITY ETF

0.00%

Shares823

Event2026-03-31

Filed2026-04-21

IQV

IQVIA HLDGS INCORPORATED

6.57%

Shares373

Event2026-03-31

Filed2026-04-21

MFC

MANULIFE FINL CORPORATION (CANADA)

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-21

FOUR

SHIFT4 PMTS INCORPORATED CLASS A

6.55%

Shares1.4K

Event2026-03-31

Filed2026-04-21

SCHD

SCHWAB US DIVIDEND EQUITY ETF

221.69%

Shares2.0K

Event2026-03-31

Filed2026-04-21

EMN

EASTMAN CHEMICAL COMPANY

-2.77%

Shares807

Event2026-03-31

Filed2026-04-21

JBL

JABIL INCORPORATED

0.43%

Shares232

Event2026-03-31

Filed2026-04-21

HP INCORPORATED

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-21

DFAT

DIMENSIONAL U.S. TARGETED VALUE ETF

11.77%

Shares978

Event2026-03-31

Filed2026-04-21

TRV

TRAVELERS COMPANIES INCORPORATED

0.00%

Shares209

Event2026-03-31

Filed2026-04-21

BLACKSTONE INCORPORATED

-0.75%

Shares529

Event2026-03-31

Filed2026-04-21

CMCSA

COMCAST CORPORATION NEW CLASS A

2.53%

Shares2.1K

Event2026-03-31

Filed2026-04-21

BLOOM ENERGY CORPORATION COM CLASS A

0.00%

Shares435

Event2026-03-31

Filed2026-04-21

UTG

REAVES UTIL INCOME FD COM SH BEN INT

New

Shares1.5K

Event2026-03-31

Filed2026-04-21

LEN

LENNAR CORPORATION CLASS A

-47.38%

Shares672

Event2026-03-31

Filed2026-04-21

ENB

ENBRIDGE INCORPORATED (CANADA)

-24.97%

Shares1.1K

Event2026-03-31

Filed2026-04-21

LNG

CHENIERE ENERGY INCORPORATED COM NEW

0.00%

Shares205

Event2026-03-31

Filed2026-04-21

HNRG

HALLADOR ENERGY COMPANY

-14.40%

Shares3.6K

Event2026-03-31

Filed2026-04-21

BABA

ALIBABA GROUP HLDG LIMITED SPONSORED ADS

5.80%

Shares456

Event2026-03-31

Filed2026-04-21

IUSB

ISHARES CORE UNIVERSAL USD BOND ETF

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-21

IGM

ISHARES TR EXPND TEC SC ETF

-7.39%

Shares476

Event2026-03-31

Filed2026-04-21

IVE

ISHARES TR S&P 500 VAL ETF

0.00%

Shares266

Event2026-03-31

Filed2026-04-21

FVD

FIRST TRUST VALUE LINE DIVIDEND INDEX FUND

0.51%

Shares1.2K

Event2026-03-31

Filed2026-04-21

XCCC

BONDBLOXX ETF TR

-4.22%

Shares1.5K

Event2026-03-31

Filed2026-04-21

IVW

ISHARES TR S&P 500 GRWT ETF

-40.49%

Shares485

Event2026-03-31

Filed2026-04-21

SYK

STRYKER CORPORATION

7.79%

Shares166

Event2026-03-31

Filed2026-04-21

TEM

TEMPUS AI INCORPORATED CLASS A

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-21

TPLC

TIMOTHY PLAN US LARGE/MID CAP CORE ETF

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-21

ETHA

ISHARES ETHEREUM TR SHS

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-21

YUM

YUM BRANDS INCORPORATED

0.00%

Shares341

Event2026-03-31

Filed2026-04-21

POR

PORTLAND GENERAL ELEC COMPANY COM NEW

24900.00%

Shares1.0K

Event2026-03-31

Filed2026-04-21

TPSC

TIMOTHY PLAN US SMALL CAP CORE ETF

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-21

IWM

ISHARES TR RUSSELL 2000 ETF

0.00%

Shares212

Event2026-03-31

Filed2026-04-21

SMH

VANECK SEMICONDUCTOR ETF

3.03%

Shares136

Event2026-03-31

Filed2026-04-21

MTUM

ISHARES TR MSCI USA MMENTM

0.00%

Shares217

Event2026-03-31

Filed2026-04-21

LIT

GLOBAL X LITHIUM & BATTERY TECH ETF

1300.00%

Shares700

Event2026-03-31

Filed2026-04-21

COP

CONOCOPHILLIPS

-1.26%

Shares393

Event2026-03-31

Filed2026-04-21

JD.COM INCORPORATED SPON ADS CLASS A (CAYMAN ISLANDS)

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-21

AMGN

AMGEN INCORPORATED

-41.60%

Shares146

Event2026-03-31

Filed2026-04-21

AON PLC SHS CL A (IRELAND)

-0.63%

Shares159

Event2026-03-31

Filed2026-04-21

XLU

STATE STREET UTILITIES SELECT SECTOR SPDR ETF

13.67%

Shares1.1K

Event2026-03-31

Filed2026-04-21

RB GLOBAL INCORPORATED (CANADA)

0.00%

Shares521

Event2026-03-31

Filed2026-04-21

APD

AIR PRODUCTS AND CHEMICALS INCORPORATED

-1.71%

Shares172

Event2026-03-31

Filed2026-04-21

SDY

STATE STREET SPDR S&P DIVIDEND ETF

0.00%

Shares337

Event2026-03-31

Filed2026-04-21

RJ EAGLE GCM DIVIDEND SELECT INCOME ETF

New

Shares1.8K

Event2026-03-31

Filed2026-04-21

CCL

CARNIVAL CORPORATION COMMON STOCK (PANAMA)

137.16%

Shares1.8K

Event2026-03-31

Filed2026-04-21

MMC

MARSH & MCLENNAN COMPANIES INCORPORATED

-26.42%

Shares273

Event2026-03-31

Filed2026-04-21

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

13.51%

Shares731

Event2026-03-31

Filed2026-04-21

NOK

NOKIA CORPORATION SPONSORED ADR (FINLAND)

2.32%

Shares5.7K

Event2026-03-31

Filed2026-04-21

AVLV

AVANTIS US LARGE CAP VALUE ETF

-6.74%

Shares567

Event2026-03-31

Filed2026-04-21

ACAD

ACADIA PHARMACEUTICALS INCORPORATED

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-21

PWR

QUANTA SVCS INCORPORATED

0.00%

Shares81

Event2026-03-31

Filed2026-04-21

IEMG

ISHARES INCORPORATED CORE MSCI EMKT

0.00%

Shares632

Event2026-03-31

Filed2026-04-21

PCMM

BONDBLOXX PRIVATE CREDIT CLO ETF

New

Shares893

Event2026-03-31

Filed2026-04-21

CROWN CASTLE INCORPORATED REIT

-3.06%

Shares538

Event2026-03-31

Filed2026-04-21

QUAL

ISHARES TR MSCI USA QLT FCT

0.00%

Shares227

Event2026-03-31

Filed2026-04-21

FNV

FRANCO NEV CORPORATION (CANADA)

0.00%

Shares175

Event2026-03-31

Filed2026-04-21

JPST

JPMORGAN ULTRA-SHORT INCOME ETF

New

Shares846

Event2026-03-31

Filed2026-04-21

MDLZ

MONDELEZ INTERNATIONAL INCORPORATED CLASS A

-35.63%

Shares739

Event2026-03-31

Filed2026-04-21

TWLO

TWILIO INCORPORATED CLASS A

-1.17%

Shares338

Event2026-03-31

Filed2026-04-21

SLS

SELLAS LIFE SCIENCES GROUP INCORPORATED COM NEW

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-21

MUB

ISHARES TR NATIONAL MUN ETF

0.00%

Shares397

Event2026-03-31

Filed2026-04-21

PARKER-HANNIFIN CORPORATION

25.00%

Shares45

Event2026-03-31

Filed2026-04-21

EFA

ISHARES TR MSCI EAFE ETF

0.00%

Shares412

Event2026-03-31

Filed2026-04-21

DYCOM INDUSTRIES INCORPORATED

0.00%

Shares118

Event2026-03-31

Filed2026-04-21

CTVA

CORTEVA INCORPORATED

0.00%

Shares476

Event2026-03-31

Filed2026-04-21

WELL

WELLTOWER INCORPORATED REIT

19.05%

Shares200

Event2026-03-31

Filed2026-04-21

ACMR

ACM RESH INCORPORATED COM CLASS A

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-21

VWO

VANGUARD FTSE EMERGING MARKETS ETF

12.70%

Shares719

Event2026-03-31

Filed2026-04-21

XLP

STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF

0.22%

Shares465

Event2026-03-31

Filed2026-04-21

UNH

UNITEDHEALTH GROUP INCORPORATED

11.11%

Shares140

Event2026-03-31

Filed2026-04-21

IRT

INDEPENDENCE RLTY TR INCORPORATED REIT

-3.33%

Shares2.5K

Event2026-03-31

Filed2026-04-21

ICF

ISHARES TR SELECT US REIT

0.00%

Shares602

Event2026-03-31

Filed2026-04-21

SCHB

SCHWAB U.S. BROAD MARKET ETF

0.14%

Shares1.5K

Event2026-03-31

Filed2026-04-21

TAN

INVESCO SOLAR ETF

New

Shares650

Event2026-03-31

Filed2026-04-21

BAI

ISHARES A.I. INNOVATION AND TECH ACTIVE ETF

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-21

SOLSTICE ADVANCED MATLS INCORPORATED COM SHS

3.32%

Shares467

Event2026-03-31

Filed2026-04-21

VYM

VANGUARD HIGH DIVIDEND YIELD ETF

15.69%

Shares236

Event2026-03-31

Filed2026-04-21

MBB

ISHARES TR MBS ETF

0.28%

Shares362

Event2026-03-31

Filed2026-04-21

OWENS CORNING NEW

0.00%

Shares315

Event2026-03-31

Filed2026-04-21

BOW

BOWHEAD SPECIALTY HLDGS INCORPORATED COM SHS

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-21

ORLY

OREILLY AUTOMOTIVE INCORPORATED

-0.55%

Shares363

Event2026-03-31

Filed2026-04-21

PEG

PUBLIC SVC ENTERPRISE GROUP

0.00%

Shares411

Event2026-03-31

Filed2026-04-21

MARVELL TECHNOLOGY INCORPORATED

2.17%

Shares330

Event2026-03-31

Filed2026-04-21

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-21

MINT

PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND

New

Shares316

Event2026-03-31

Filed2026-04-21

VTEB

VANGUARD TAX-EXEMPT BOND ETF

0.00%

Shares629

Event2026-03-31

Filed2026-04-21

NSC

NORFOLK SOUTHN CORPORATION

0.00%

Shares109

Event2026-03-31

Filed2026-04-21

HCA

HCA HEALTHCARE INCORPORATED

407.69%

Shares66

Event2026-03-31

Filed2026-04-21

GNT

GAMCO NAT RES GOLD & INCOME TR SH BEN INT

2.21%

Shares3.7K

Event2026-03-31

Filed2026-04-21

EMR

EMERSON ELEC COMPANY

9.22%

Shares237

Event2026-03-31

Filed2026-04-21

NOBL

PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF

0.34%

Shares293

Event2026-03-31

Filed2026-04-21

QNITY ELECTRONICS INCORPORATED COMMON STOCK

0.00%

Shares267

Event2026-03-31

Filed2026-04-21

RSPT

INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF

0.00%

Shares680

Event2026-03-31

Filed2026-04-21

AVUS

AVANTIS U.S. EQUITY ETF

0.36%

Shares276

Event2026-03-31

Filed2026-04-21

ASML

ASML HLDG NV N Y REGISTRY SHS (NETHERLANDS)

4.55%

Shares23

Event2026-03-31

Filed2026-04-21

AFL

AFLAC INCORPORATED

0.00%

Shares272

Event2026-03-31

Filed2026-04-21

LULU

LULULEMON ATHLETICA INCORPORATED

0.00%

Shares193

Event2026-03-31

Filed2026-04-21

IJK

ISHARES TR S&P MC 400GR ETF

0.00%

Shares293

Event2026-03-31

Filed2026-04-21

RBRK

RUBRIK INCORPORATED. CLASS A

0.00%

Shares600

Event2026-03-31

Filed2026-04-21

APH

AMPHENOL CORPORATION CLASS A

96.61%

Shares232

Event2026-03-31

Filed2026-04-21

UUUU

ENERGY FUELS INCORPORATED COM NEW (CANADA)

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-21

TTD

THE TRADE DESK INCORPORATED COM CLASS A

17.65%

Shares1.3K

Event2026-03-31

Filed2026-04-21

IMCG

ISHARES TR MRGSTR MD CP GRW

0.00%

Shares366

Event2026-03-31

Filed2026-04-21

VANGUARD TOTAL WORLD STOCK ETF

0.48%

Shares208

Event2026-03-31

Filed2026-04-21

XBB

BONDBLOXX BB-RATED USD HIGH YIELD CORP BOND ETF

0.00%

Shares703

Event2026-03-31

Filed2026-04-21

SHEL

SHELL PLC SPON ADS (UNITED KINGDOM)

16.48%

Shares304

Event2026-03-31

Filed2026-04-21

CNP

CENTERPOINT ENERGY INCORPORATED

0.00%

Shares653

Event2026-03-31

Filed2026-04-21

AIQ

GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY

0.17%

Shares604

Event2026-03-31

Filed2026-04-21

AUR

AURORA INNOVATION INCORPORATED CLASS A COM

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-21

XEL

XCEL ENERGY INCORPORATED

7.01%

Shares336

Event2026-03-31

Filed2026-04-21

INGERSOLL RAND INCORPORATED

0.00%

Shares333

Event2026-03-31

Filed2026-04-21

WASTE MGMT INCORPORATED DEL

0.00%

Shares116

Event2026-03-31

Filed2026-04-21

TOST

TOAST INCORPORATED CLASS A

-0.10%

Shares1.0K

Event2026-03-31

Filed2026-04-21

ARCC

ARES CAPITAL CORPORATION

2.69%

Shares1.5K

Event2026-03-31

Filed2026-04-21

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTI

0.00%

Shares444

Event2026-03-31

Filed2026-04-21

RJ EAGLE MUNICIPAL INCOME ETF

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-21

PPL

PPL CORPORATION

1000.00%

Shares660

Event2026-03-31

Filed2026-04-21

WFC

WELLS FARGO & COMPANY

-2.47%

Shares316

Event2026-03-31

Filed2026-04-21

FTNT

FORTINET INCORPORATED

0.00%

Shares306

Event2026-03-31

Filed2026-04-21

RJ EAGLE VERTICAL INCOME ETF

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-21

ARTY

ISHARES TR FUTURE AI & TECH

0.00%

Shares533

Event2026-03-31

Filed2026-04-21

WPC

WP CAREY INCORPORATED REIT

1.40%

Shares361

Event2026-03-31

Filed2026-04-21

DUPONT DE NEMOURS INCORPORATED

0.00%

Shares535

Event2026-03-31

Filed2026-04-21

VBK

VANGUARD SMALL-CAP GROWTH ETF

0.00%

Shares81

Event2026-03-31

Filed2026-04-21

APOLLO GLOBAL MGMT INCORPORATED

-3.10%

Shares219

Event2026-03-31

Filed2026-04-21

CARR

CARRIER GLOBAL CORPORATION

9.11%

Shares431

Event2026-03-31

Filed2026-04-21

IWR

ISHARES TR RUS MID CAP ETF

0.40%

Shares249

Event2026-03-31

Filed2026-04-21

AMH

AMERICAN HOMES 4 RENT CLASS A REIT

0.00%

Shares864

Event2026-03-31

Filed2026-04-21

PLANET LABS PBC COM CLASS A

0.00%

Shares836

Event2026-03-31

Filed2026-04-21

WDAY

WORKDAY INCORPORATED CLASS A

-10.55%

Shares178

Event2026-03-31

Filed2026-04-21

LYV

LIVE NATION ENTERTAINMENT INCORPORATED

14.39%

Shares151

Event2026-03-31

Filed2026-04-21

DDOG

DATADOG INCORPORATED CLASS A COM

0.00%

Shares191

Event2026-03-31

Filed2026-04-21

EFV

ISHARES TR EAFE VALUE ETF

0.00%

Shares303

Event2026-03-31

Filed2026-04-21

DVY

ISHARES TR SELECT DIVID ETF

0.00%

Shares144

Event2026-03-31

Filed2026-04-21

SOLV

SOLVENTUM CORPORATION COM SHS

6.37%

Shares334

Event2026-03-31

Filed2026-04-21

QBTS

D-WAVE QUANTUM INCORPORATED

0.07%

Shares1.5K

Event2026-03-31

Filed2026-04-21

KEYS

KEYSIGHT TECHNOLOGIES INCORPORATED

1400.00%

Shares75

Event2026-03-31

Filed2026-04-21

PRU

PRUDENTIAL FINL INCORPORATED

0.93%

Shares216

Event2026-03-31

Filed2026-04-21

SYM

SYMBOTIC INCORPORATED CLASS A COM

0.00%

Shares396

Event2026-03-31

Filed2026-04-21

LQD

ISHARES TR IBOXX INV CP ETF

0.00%

Shares192

Event2026-03-31

Filed2026-04-21

VOOG

VANGUARD S&P 500 GROWTH ETF

0.00%

Shares51

Event2026-03-31

Filed2026-04-21

CLX

CLOROX COMPANY DEL

0.00%

Shares200

Event2026-03-31

Filed2026-04-21

STT

STATE STR CORPORATION

0.00%

Shares163

Event2026-03-31

Filed2026-04-21

USMV

ISHARES TR MSCI USA MIN VOL

-1.78%

Shares221

Event2026-03-31

Filed2026-04-21

VEU

VANGUARD FTSE ALL-WORLD EX-US ETF

0.00%

Shares270

Event2026-03-31

Filed2026-04-21

SCZ

ISHARES TR EAFE SML CP ETF

0.00%

Shares256

Event2026-03-31

Filed2026-04-21

JPLD

JPMORGAN LIMITED DURATION BOND ETF

New

Shares384

Event2026-03-31

Filed2026-04-21

IUSV

ISHARES TR CORE S&P US VLU

178.57%

Shares195

Event2026-03-31

Filed2026-04-21

WEYERHAEUSER COMPANY COM NEW REIT

0.00%

Shares800

Event2026-03-31

Filed2026-04-21

GEL

GENESIS ENERGY L P UNIT LTD PARTN

1.03%

Shares1.1K

Event2026-03-31

Filed2026-04-21

OEF

ISHARES TR S&P 100 ETF

0.00%

Shares60

Event2026-03-31

Filed2026-04-21

PULS

PGIM ULTRA SHORT BOND ETF

New

Shares384

Event2026-03-31

Filed2026-04-21

CMS

CMS ENERGY CORPORATION

0.00%

Shares244

Event2026-03-31

Filed2026-04-21

TLH

ISHARES TR 10-20 YR TRS ETF

0.00%

Shares187

Event2026-03-31

Filed2026-04-21

HII

HUNTINGTON INGALLS INDUSTRIES INCORPORATED

0.00%

Shares49

Event2026-03-31

Filed2026-04-21

AMT

AMERICAN TOWER CORPORATION REIT

256.67%

Shares107

Event2026-03-31

Filed2026-04-21

IWF

ISHARES TR RUS 1000 GRW ETF

0.00%

Shares43

Event2026-03-31

Filed2026-04-21

GEHC

GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK

8.44%

Shares257

Event2026-03-31

Filed2026-04-21

VIS

VANGUARD INDUSTRIALS ETF

5.36%

Shares59

Event2026-03-31

Filed2026-04-21

MOAT

VANECK MORNINGSTAR WIDE MOAT ETF

-50.53%

Shares188

Event2026-03-31

Filed2026-04-21

MORGAN STANLEY COM NEW

-2.65%

Shares110

Event2026-03-31

Filed2026-04-21

ARKK

ARK ETF TRUST INNOVATION ETF

41.08%

Shares261

Event2026-03-31

Filed2026-04-21

YUMC

YUM CHINA HLDGS INCORPORATED

11.21%

Shares357

Event2026-03-31

Filed2026-04-21

DLR

DIGITAL RLTY TR INCORPORATED REIT

1.08%

Shares94

Event2026-03-31

Filed2026-04-21

MSTR

STRATEGY INCORPORATED CLASS A NEW

-0.73%

Shares136

Event2026-03-31

Filed2026-04-21

OTIS

OTIS WORLDWIDE CORPORATION

10.15%

Shares217

Event2026-03-31

Filed2026-04-21

VFH

VANGUARD FINANCIALS ETF

0.00%

Shares138

Event2026-03-31

Filed2026-04-21

USB

US BANCORP COM NEW

0.00%

Shares320

Event2026-03-31

Filed2026-04-21

DOW

DOW HLDGS INCORPORATED

0.00%

Shares399

Event2026-03-31

Filed2026-04-21

ATLANTA BRAVES HLDGS INCORPORATED COM SER A

0.00%

Shares350

Event2026-03-31

Filed2026-04-21

STERIS PLC SHS USD (IRELAND)

-1.33%

Shares74

Event2026-03-31

Filed2026-04-21

XYZ

BLOCK INCORPORATED CLASS A

0.00%

Shares272

Event2026-03-31

Filed2026-04-21

EEMV

ISHARES INCORPORATED MSCI EMERG MRKT

0.00%

Shares248

Event2026-03-31

Filed2026-04-21

PFF

ISHARES TR PFD AND INCM SEC

0.00%

Shares520

Event2026-03-31

Filed2026-04-21

RACE

FERRARI N V (NETHERLANDS)

32.35%

Shares45

Event2026-03-31

Filed2026-04-21

REGL

PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF

0.00%

Shares177

Event2026-03-31

Filed2026-04-21

COWZ

PACER US CASH COWS 100 ETF

0.00%

Shares240

Event2026-03-31

Filed2026-04-21

CDNS

CADENCE DESIGN SYSTEMS INCORPORATED

-16.92%

Shares54

Event2026-03-31

Filed2026-04-21

BINC

ISHARES FLEXIBLE INCOME ACTIVE ETF

0.00%

Shares287

Event2026-03-31

Filed2026-04-21

ATO

ATMOS ENERGY CORPORATION

900.00%

Shares80

Event2026-03-31

Filed2026-04-21

CPNG

COUPANG INCORPORATED CLASS A

2.78%

Shares777

Event2026-03-31

Filed2026-04-21

INVESCO S&P 500 EQUAL WEIGHT ETF

0.00%

Shares74

Event2026-03-31

Filed2026-04-21

AVIG

AVANTIS CORE FIXED INCOME ETF

0.00%

Shares341

Event2026-03-31

Filed2026-04-21

TOYOTA MOTOR CORPORATION ADS (JAPAN)

0.00%

Shares68

Event2026-03-31

Filed2026-04-21

VGSH

VANGUARD SHORT-TERM TREASURY ETF

New

Shares237

Event2026-03-31

Filed2026-04-21

ADBE

ADOBE INCORPORATED

7.55%

Shares57

Event2026-03-31

Filed2026-04-21

MCK

MCKESSON CORPORATION

0.00%

Shares16

Event2026-03-31

Filed2026-04-21

Call Option Holdings

AAPL Call CallCALL: APPLE INCORPORATED JAN 300 EXP 01/15/27 100 AAPL300 sharesnew addition2026-03-312026-04-21

AMZN Call CallCALL: AMAZON COM INCORPORATED JAN 300 EXP 01/15/27 100 AMZN500 shares233.33%2026-03-312026-04-21

VKTX Call CallCALL: VIKING THERAPEUTICS JAN 40 EXP 01/15/27 100 VKTX300 shares0.00%2026-03-312026-04-21

BABA Call CallCALL: ALIBABA GROUP HLDG LTD JAN 200 EXP 01/15/27 100 BABA500 shares100.00%2026-03-312026-04-21

IGV Call CallCALL: ISHARES TR EXPANDED TECH JAN 90 EXP 01/15/27 100 IGV300 sharesnew addition2026-03-312026-04-21

DIS Call CallCALL: DISNEY WALT COMPANY JAN 120 EXP 01/15/27 100 DIS250 shares0.00%2026-03-312026-04-21

RDW Call CallCALL: REDWIRE CORPORATION JAN 10 EXP 01/15/27 100 RDW300 sharesnew addition2026-03-312026-04-21

AAPL Call

CALL: APPLE INCORPORATED JAN 300 EXP 01/15/27 100 AAPL

New

Shares300

Event2026-03-31

Filed2026-04-21

AMZN Call

CALL: AMAZON COM INCORPORATED JAN 300 EXP 01/15/27 100 AMZN

233.33%

Shares500

Event2026-03-31

Filed2026-04-21

VKTX Call

CALL: VIKING THERAPEUTICS JAN 40 EXP 01/15/27 100 VKTX

0.00%

Shares300

Event2026-03-31

Filed2026-04-21

BABA Call

CALL: ALIBABA GROUP HLDG LTD JAN 200 EXP 01/15/27 100 BABA

100.00%

Shares500

Event2026-03-31

Filed2026-04-21

IGV Call

CALL: ISHARES TR EXPANDED TECH JAN 90 EXP 01/15/27 100 IGV

New

Shares300

Event2026-03-31

Filed2026-04-21

DIS Call

CALL: DISNEY WALT COMPANY JAN 120 EXP 01/15/27 100 DIS

0.00%

Shares250

Event2026-03-31

Filed2026-04-21

RDW Call

CALL: REDWIRE CORPORATION JAN 10 EXP 01/15/27 100 RDW

New

Shares300

Event2026-03-31

Filed2026-04-21

Put Option Holdings

SLV Put PutPUT: ISHARES SILVER TR JUN 90 EXP 06/18/26 100 SLV250 sharesnew addition2026-03-312026-04-21

SLV Put

PUT: ISHARES SILVER TR JUN 90 EXP 06/18/26 100 SLV

New

Shares250

Event2026-03-31

Filed2026-04-21