Sponsored
The Analysis of NewEdge Wealth, LLC's Holdings & P&L
Currently, NewEdge Wealth, LLC holds 1109 types of securities in its portfolio with a total value $8.4B. In the most recent quarter, they have increased their positions in FITB (+1.3M shares, valued at $60.5M), HAS (+509.3K shares, valued at $47.7M), NOW (+266.9K shares, valued at $27.9M); decreased their positions in USFR (-698.0K shares, valued at $35.1M), VTI (-69.2K shares, valued at $22.2M), CF (-165.5K shares, valued at $21.5M); initiated new positions in HAS (+509.3K shares, valued at $47.7M), JMBS (+165.1K shares, valued at $7.5M), N/A (+28.7K shares, valued at $5.7M).
1M P&L
-910.3M-10.07%
3M P&L
-1.0B-11.03%
HY P&L
-988.7M-10.84%
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/A2.4B
33.1%
2Drug Manufacturers - General453.2M
6.1%
3Software - Infrastructure415.1M
5.6%
Top Industries by Stock Count
1N/A382 stocks
36.7%
2Software - Application31 stocks
3.0%
3Asset Management28 stocks
2.7%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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USFR
-8.38%WISDOMTREE TR
Shares7.6M
Event2026-03-31
Filed2026-05-13
AAPL
1.18%APPLE INC
Shares1.4M
Event2026-03-31
Filed2026-05-13
MSFT
-2.49%MICROSOFT CORP
Shares768.8K
Event2026-03-31
Filed2026-05-13
NVDA
-7.96%NVIDIA CORPORATION
Shares1.4M
Event2026-03-31
Filed2026-05-13
ALPHABET INC
-8.35%ALPHABET INC
Shares813.2K
Event2026-03-31
Filed2026-05-13
BROADCOM INC
9.25%BROADCOM INC
Shares512.7K
Event2026-03-31
Filed2026-05-13
SPY
1.20%STATE STR SPDR S&P 500 ETF T
Shares233.9K
Event2026-03-31
Filed2026-05-13
JPM
2.51%JPMORGAN CHASE & CO
Shares492.6K
Event2026-03-31
Filed2026-05-13
AMZN
-0.10%AMAZON COM INC
Shares672.4K
Event2026-03-31
Filed2026-05-13
VGSH
13.47%VANGUARD SCOTTSDALE FDS
Shares2.2M
Event2026-03-31
Filed2026-05-13
META
-5.41%META PLATFORMS INC
Shares219.4K
Event2026-03-31
Filed2026-05-13
VANGUARD INDEX FDS
-8.59%VANGUARD INDEX FDS
Shares198.4K
Event2026-03-31
Filed2026-05-13
IWF
-10.12%ISHARES TR
Shares243.6K
Event2026-03-31
Filed2026-05-13
GILD
9.32%GILEAD SCIENCES INC
Shares706.7K
Event2026-03-31
Filed2026-05-13
ABBV
2.11%ABBVIE INC
Shares406.1K
Event2026-03-31
Filed2026-05-13
WFC
7.82%WELLS FARGO & CO
Shares1.1M
Event2026-03-31
Filed2026-05-13
VEA
24.03%VANGUARD TAX-MANAGED FDS
Shares1.4M
Event2026-03-31
Filed2026-05-13
NVS
8.15%NOVARTIS AG
Shares546.5K
Event2026-03-31
Filed2026-05-13
KLAC
1.70%KLA CORP
Shares56.3K
Event2026-03-31
Filed2026-05-13
AZO
9.07%AUTOZONE INC
Shares23.6K
Event2026-03-31
Filed2026-05-13
LAM RESEARCH CORP
-21.33%LAM RESEARCH CORP
Shares356.3K
Event2026-03-31
Filed2026-05-13
HD
5.37%HOME DEPOT INC
Shares221.8K
Event2026-03-31
Filed2026-05-13
SU
8.15%SUNCOR ENERGY INC NEW
Shares1.1M
Event2026-03-31
Filed2026-05-13
V
7.94%VISA INC
Shares235.1K
Event2026-03-31
Filed2026-05-13
ISHG
-5.96%ISHARES TR
Shares951.0K
Event2026-03-31
Filed2026-05-13
ALSN
7.41%ALLISON TRANSMISSION HLDGS I
Shares601.6K
Event2026-03-31
Filed2026-05-13
EBAY
11.30%EBAY INC.
Shares726.5K
Event2026-03-31
Filed2026-05-13
MTG
12.31%MGIC INVT CORP WIS
Shares2.5M
Event2026-03-31
Filed2026-05-13
VST
21.89%VISTRA CORP
Shares425.8K
Event2026-03-31
Filed2026-05-13
JNJ
-2.19%JOHNSON & JOHNSON
Shares254.0K
Event2026-03-31
Filed2026-05-13
BLACKSTONE INC
-24.83%BLACKSTONE INC
Shares537.2K
Event2026-03-31
Filed2026-05-13
FITB
5269.00%FIFTH THIRD BANCORP
Shares1.3M
Event2026-03-31
Filed2026-05-13
LLY
0.05%ELI LILLY & CO
Shares63.8K
Event2026-03-31
Filed2026-05-13
EOG
8.97%EOG RES INC
Shares395.9K
Event2026-03-31
Filed2026-05-13
R
11.03%RYDER SYS INC
Shares277.9K
Event2026-03-31
Filed2026-05-13
CNQ
6.42%CANADIAN NAT RES LTD MED TER
Shares1.1M
Event2026-03-31
Filed2026-05-13
IBM
7.57%INTERNATIONAL BUSINESS MACHS
Shares223.5K
Event2026-03-31
Filed2026-05-13
LMT
8.23%LOCKHEED MARTIN CORP
Shares88.4K
Event2026-03-31
Filed2026-05-13
INVESCO EXCHANGE TRADED FD T
-6.03%INVESCO EXCHANGE TRADED FD T
Shares274.3K
Event2026-03-31
Filed2026-05-13
MA
-2.80%MASTERCARD INCORPORATED
Shares105.1K
Event2026-03-31
Filed2026-05-13
NRG
4.95%NRG ENERGY INC
Shares354.8K
Event2026-03-31
Filed2026-05-13
AMGN
3.02%AMGEN INC
Shares146.7K
Event2026-03-31
Filed2026-05-13
EFA
-5.85%ISHARES TR
Shares515.4K
Event2026-03-31
Filed2026-05-13
VTI
-30.80%VANGUARD INDEX FDS
Shares155.4K
Event2026-03-31
Filed2026-05-13
VTV
-1.79%VANGUARD INDEX FDS
Shares248.2K
Event2026-03-31
Filed2026-05-13
NFLX
133.74%NETFLIX INC.
Shares497.2K
Event2026-03-31
Filed2026-05-13
HAS
NewHASBRO INC
Shares509.3K
Event2026-03-31
Filed2026-05-13
SMH
-1.55%VANECK ETF TRUST
Shares120.9K
Event2026-03-31
Filed2026-05-13
VO
-0.23%VANGUARD INDEX FDS
Shares152.5K
Event2026-03-31
Filed2026-05-13
JEF
10.08%JEFFERIES FINANCIAL GROUP IN
Shares1.0M
Event2026-03-31
Filed2026-05-13
HST
14.54%HOST HOTELS & RESORTS INC
Shares2.2M
Event2026-03-31
Filed2026-05-13
CRM
-7.50%SALESFORCE INC
Shares222.1K
Event2026-03-31
Filed2026-05-13
WELL
-3.51%WELLTOWER INC
Shares208.9K
Event2026-03-31
Filed2026-05-13
AMAT
-4.84%APPLIED MATLS INC
Shares116.2K
Event2026-03-31
Filed2026-05-13
QCOM
6.95%QUALCOMM INC
Shares298.7K
Event2026-03-31
Filed2026-05-13
MPWR
88.46%MONOLITHIC PWR SYS INC
Shares33.7K
Event2026-03-31
Filed2026-05-13
IVV
37.80%ISHARES TR
Shares55.8K
Event2026-03-31
Filed2026-05-13
KO
6.06%COCA COLA CO
Shares476.9K
Event2026-03-31
Filed2026-05-13
COST
4.09%COSTCO WHOLESALE CORPORATION
Shares35.3K
Event2026-03-31
Filed2026-05-13
ALPHABET INC
-25.65%ALPHABET INC
Shares120.4K
Event2026-03-31
Filed2026-05-13
NOW
435.93%SERVICENOW INC
Shares328.2K
Event2026-03-31
Filed2026-05-13
FTNT
-1.93%FORTINET INC
Shares402.8K
Event2026-03-31
Filed2026-05-13
AGG
4.21%ISHARES TR
Shares327.4K
Event2026-03-31
Filed2026-05-13
IEFA
7.18%ISHARES TR
Shares357.1K
Event2026-03-31
Filed2026-05-13
DGRW
-4.40%WISDOMTREE TR
Shares366.7K
Event2026-03-31
Filed2026-05-13
IQLT
0.30%ISHARES TR
Shares690.6K
Event2026-03-31
Filed2026-05-13
TSM
4.77%TAIWAN SEMICONDUCTOR MANUFAC
Shares94.0K
Event2026-03-31
Filed2026-05-13
JBND
20.01%J P MORGAN EXCHANGE TRADED F
Shares577.4K
Event2026-03-31
Filed2026-05-13
VB
-5.10%VANGUARD INDEX FDS
Shares118.2K
Event2026-03-31
Filed2026-05-13
ORCL
-7.73%ORACLE CORP
Shares206.2K
Event2026-03-31
Filed2026-05-13
UNP
1.79%UNION PAC CORP
Shares124.1K
Event2026-03-31
Filed2026-05-13
BERKSHIRE HATHAWAY INC DEL
-6.47%BERKSHIRE HATHAWAY INC DEL
Shares62.8K
Event2026-03-31
Filed2026-05-13
IJH
14.17%ISHARES TR
Shares410.7K
Event2026-03-31
Filed2026-05-13
CF
-43.82%CF INDUSTRIES HOLD
Shares212.2K
Event2026-03-31
Filed2026-05-13
VCRB
6.26%VANGUARD MALVERN FDS
Shares350.9K
Event2026-03-31
Filed2026-05-13
JPIE
6.11%J P MORGAN EXCHANGE TRADED F
Shares567.1K
Event2026-03-31
Filed2026-05-13
VWO
-3.48%VANGUARD INTL EQUITY INDEX F
Shares456.9K
Event2026-03-31
Filed2026-05-13
DVN
20.02%DEVON ENERGY CORP NEW
Shares479.7K
Event2026-03-31
Filed2026-05-13
MEDP
1044.56%MEDPACE HLDGS INC
Shares49.8K
Event2026-03-31
Filed2026-05-13
VV
-16.61%VANGUARD INDEX FDS
Shares78.0K
Event2026-03-31
Filed2026-05-13
VIG
-3.99%VANGUARD SPECIALIZED FUNDS
Shares105.4K
Event2026-03-31
Filed2026-05-13
MBS
7.89%ANGEL OAK FUNDS TRUST
Shares2.6M
Event2026-03-31
Filed2026-05-13
QUAL
-15.15%ISHARES TR
Shares115.5K
Event2026-03-31
Filed2026-05-13
GS
6.88%GOLDMAN SACHS GROUP INC
Shares26.0K
Event2026-03-31
Filed2026-05-13
LOW
-4.07%LOWES COS INC
Shares92.9K
Event2026-03-31
Filed2026-05-13
TSLA
-27.24%TESLA INC
Shares57.8K
Event2026-03-31
Filed2026-05-13
BSV
4.78%VANGUARD BD INDEX FDS
Shares263.8K
Event2026-03-31
Filed2026-05-13
VUG
19.62%VANGUARD INDEX FDS
Shares46.8K
Event2026-03-31
Filed2026-05-13
CRWD
90.86%CROWDSTRIKE HLDGS INC
Shares50.5K
Event2026-03-31
Filed2026-05-13
UBER
4.43%UBER TECHNOLOGIES INC
Shares269.6K
Event2026-03-31
Filed2026-05-13
ASML
6.64%ASML HLDG NV
Shares14.7K
Event2026-03-31
Filed2026-05-13
IEMG
-1.98%ISHARES INC
Shares275.2K
Event2026-03-31
Filed2026-05-13
ACCENTURE PLC IRELAND
-7.35%ACCENTURE PLC IRELAND
Shares93.9K
Event2026-03-31
Filed2026-05-13
VEU
22.87%VANGUARD INTL EQUITY INDEX F
Shares247.2K
Event2026-03-31
Filed2026-05-13
WMT
-18.96%WALMART INC
Shares146.3K
Event2026-03-31
Filed2026-05-13
INVESCO QQQ TR
-9.41%INVESCO QQQ TR
Shares31.0K
Event2026-03-31
Filed2026-05-13
IJR
5.20%ISHARES TR
Shares131.9K
Event2026-03-31
Filed2026-05-13
ISRG
21.57%INTUITIVE SURGICAL INC
Shares33.5K
Event2026-03-31
Filed2026-05-13
WCMI
-4.28%FIRST TR EXCHANGE-TRADED FD
Shares920.3K
Event2026-03-31
Filed2026-05-13
TJX
-12.09%TJX COS INC NEW
Shares94.0K
Event2026-03-31
Filed2026-05-13
BND
10.21%VANGUARD BD INDEX FDS
Shares199.7K
Event2026-03-31
Filed2026-05-13
VCIT
-1.10%VANGUARD SCOTTSDALE FDS
Shares170.7K
Event2026-03-31
Filed2026-05-13
CVX
-20.74%CHEVRON CORPORATION
Shares68.0K
Event2026-03-31
Filed2026-05-13
VCLT
4.29%VANGUARD SCOTTSDALE FDS
Shares186.2K
Event2026-03-31
Filed2026-05-13
JPST
8.81%J P MORGAN EXCHANGE TRADED F
Shares270.2K
Event2026-03-31
Filed2026-05-13
XOM
-20.55%EXXON MOBIL CORP
Shares80.1K
Event2026-03-31
Filed2026-05-13
VT
6.57%VANGUARD INTL EQUITY INDEX F
Shares95.9K
Event2026-03-31
Filed2026-05-13
BBVA
-2.18%BANCO BILBAO VIZCAYA ARGENTA
Shares610.6K
Event2026-03-31
Filed2026-05-13
PULS
-7.44%PGIM ETF TR
Shares254.1K
Event2026-03-31
Filed2026-05-13
CEF
0.00%SPROTT ASSET MANAGEMENT LP
Shares253.9K
Event2026-03-31
Filed2026-05-13
FBND
92.25%FIDELITY MERRIMACK STR TR
Shares261.8K
Event2026-03-31
Filed2026-05-13
VCSH
3.56%VANGUARD SCOTTSDALE FDS
Shares149.7K
Event2026-03-31
Filed2026-05-13
GRAYSCALE BITCOIN MINI TR ET
3052.75%GRAYSCALE BITCOIN MINI TR ET
Shares383.6K
Event2026-03-31
Filed2026-05-13
ISHARES GOLD TR
-15.82%ISHARES GOLD TR
Shares129.6K
Event2026-03-31
Filed2026-05-13
IMO
15.55%IMPERIAL OIL LTD
Shares87.2K
Event2026-03-31
Filed2026-05-13
PG
-13.37%PROCTER & GAMBLE CO
Shares77.9K
Event2026-03-31
Filed2026-05-13
CSCO
-18.74%CISCO SYS INC
Shares139.2K
Event2026-03-31
Filed2026-05-13
VOT
15.34%VANGUARD INDEX FDS
Shares41.6K
Event2026-03-31
Filed2026-05-13
QNST
-26.37%QUINSTREET INC
Shares889.3K
Event2026-03-31
Filed2026-05-13
GLD
-1.98%SPDR GOLD TR
Shares24.7K
Event2026-03-31
Filed2026-05-13
ENSG
74.34%ENSIGN GROUP INC
Shares52.3K
Event2026-03-31
Filed2026-05-13
APD
15.05%AIR PRODUCTS AND CHEMICALS I
Shares36.1K
Event2026-03-31
Filed2026-05-13
NEE
-11.58%NEXTERA ENERGY INC
Shares112.2K
Event2026-03-31
Filed2026-05-13
PLTR
22.07%PALANTIR TECHNOLOGIES INC
Shares71.1K
Event2026-03-31
Filed2026-05-13
SAFEHOLD INC
-19.52%SAFEHOLD INC
Shares767.1K
Event2026-03-31
Filed2026-05-13
PH
-17.53%PARKER-HANNIFIN CORP
Shares11.3K
Event2026-03-31
Filed2026-05-13
PM
-8.63%PHILIP MORRIS INTL INC
Shares60.9K
Event2026-03-31
Filed2026-05-13
UNH
4.34%UNITEDHEALTH GROUP INC
Shares36.8K
Event2026-03-31
Filed2026-05-13
MUB
-3.63%ISHARES TR
Shares90.9K
Event2026-03-31
Filed2026-05-13
BAC
-17.08%BANK AMERICA CORP
Shares196.0K
Event2026-03-31
Filed2026-05-13
HON
47.83%HONEYWELL INTL INC
Shares41.5K
Event2026-03-31
Filed2026-05-13
GEV
-8.90%GE VERNOVA INC
Shares10.6K
Event2026-03-31
Filed2026-05-13
HWM
-8.32%HOWMET AEROSPACE INC
Shares40.2K
Event2026-03-31
Filed2026-05-13
EATON CORP PLC
-13.86%EATON CORP PLC
Shares25.3K
Event2026-03-31
Filed2026-05-13
BHP
27.36%BHP BILLITON LIMITED
Shares123.6K
Event2026-03-31
Filed2026-05-13
PANW
-33.88%PALO ALTO NETWORKS INC
Shares56.0K
Event2026-03-31
Filed2026-05-13
AEBI
-19.45%AEBI SCHMIDT HLDG AG
Shares919.5K
Event2026-03-31
Filed2026-05-13
JTEK
30.72%J P MORGAN EXCHANGE TRADED F
Shares111.2K
Event2026-03-31
Filed2026-05-13
VXUS
34.49%VANGUARD STAR FDS
Shares114.5K
Event2026-03-31
Filed2026-05-13
APOLLO GLOBAL MGMT INC
1.57%APOLLO GLOBAL MGMT INC
Shares78.3K
Event2026-03-31
Filed2026-05-13
IWR
7.39%ISHARES TR
Shares89.4K
Event2026-03-31
Filed2026-05-13
TXN
18.24%TEXAS INSTRS INC
Shares44.6K
Event2026-03-31
Filed2026-05-13
PGR
-13.88%PROGRESSIVE CORP
Shares43.6K
Event2026-03-31
Filed2026-05-13
SNDK
-6.48%SANDISK CORP
Shares13.4K
Event2026-03-31
Filed2026-05-13
VGIT
3.60%VANGUARD SCOTTSDALE FDS
Shares142.8K
Event2026-03-31
Filed2026-05-13
OBDC
81.63%BLUE OWL CAPITAL CORPORATION
Shares758.4K
Event2026-03-31
Filed2026-05-13
GLW
-40.52%CORNING INC
Shares61.6K
Event2026-03-31
Filed2026-05-13
WMB
-12.35%WILLIAMS COS INC
Shares114.3K
Event2026-03-31
Filed2026-05-13
PHYS
-10.28%SPROTT ASSET MANAGEMENT LP
Shares234.1K
Event2026-03-31
Filed2026-05-13
IBIT
-61.18%ISHARES BITCOIN TRUST ETF
Shares211.0K
Event2026-03-31
Filed2026-05-13
RTX
-12.71%RTX CORPORATION
Shares41.8K
Event2026-03-31
Filed2026-05-13
IBKR
2.65%INTERACTIVE BROKERS GROUP IN
Shares119.9K
Event2026-03-31
Filed2026-05-13
MERCK & CO INC
-24.83%MERCK & CO INC
Shares66.6K
Event2026-03-31
Filed2026-05-13
XMHQ
-3.36%INVESCO EXCHANGE TRADED FD T
Shares76.9K
Event2026-03-31
Filed2026-05-13
CDX
9.12%SIMPLIFY EXCHANGE TRADED FUN
Shares368.2K
Event2026-03-31
Filed2026-05-13
WPM
2.89%WHEATON PRECIOUS METALS CORP
Shares59.8K
Event2026-03-31
Filed2026-05-13
TMO
-11.75%THERMO FISHER SCIENTIFIC INC
Shares15.8K
Event2026-03-31
Filed2026-05-13
SCHW
-21.30%SCHWAB CHARLES CORP
Shares81.5K
Event2026-03-31
Filed2026-05-13
TE CONNECTIVITY PLC
-13.06%TE CONNECTIVITY PLC
Shares36.3K
Event2026-03-31
Filed2026-05-13
GDX
-8.91%VANECK ETF TRUST
Shares81.4K
Event2026-03-31
Filed2026-05-13
JMBS
NewJANUS DETROIT STR TR
Shares165.1K
Event2026-03-31
Filed2026-05-13
MMM
-5.74%3M CO
Shares50.7K
Event2026-03-31
Filed2026-05-13
JBS
18.48%JBS N.V.
Shares403.8K
Event2026-03-31
Filed2026-05-13
TOLL
-3.04%TEMA ETF TRUST
Shares212.3K
Event2026-03-31
Filed2026-05-13
PEP
8.53%PEPSICO INC
Shares46.1K
Event2026-03-31
Filed2026-05-13
RELX
-4.13%RELX PLC
Shares215.7K
Event2026-03-31
Filed2026-05-13
STARZ ENTERTAINMENT CORP.
-12.82%STARZ ENTERTAINMENT CORP.
Shares619.7K
Event2026-03-31
Filed2026-05-13
VGLT
-0.64%VANGUARD SCOTTSDALE FDS
Shares128.5K
Event2026-03-31
Filed2026-05-13
AXP
-40.60%AMERICAN EXPRESS CO
Shares23.5K
Event2026-03-31
Filed2026-05-13
BAB
5.23%INVESCO EXCH TRADED FD TR II
Shares257.2K
Event2026-03-31
Filed2026-05-13
TIC
-25.59%TIC SOLUTIONS INC
Shares1.0M
Event2026-03-31
Filed2026-05-13
SHOP
2.28%SHOPIFY INC
Shares57.6K
Event2026-03-31
Filed2026-05-13
BLACKROCK INC
-21.67%BLACKROCK INC
Shares7.1K
Event2026-03-31
Filed2026-05-13
BABA
19.70%ALIBABA GROUP HLDG LTD
Shares54.0K
Event2026-03-31
Filed2026-05-13
CEG
32.70%CONSTELLATION ENERGY CORP
Shares24.1K
Event2026-03-31
Filed2026-05-13
APH
-29.44%AMPHENOL CORP
Shares52.9K
Event2026-03-31
Filed2026-05-13
FAST
-4.56%FASTENAL CO
Shares141.9K
Event2026-03-31
Filed2026-05-13
ARISTA NETWORKS INC
-9.32%ARISTA NETWORKS INC
Shares53.6K
Event2026-03-31
Filed2026-05-13
KB
-17.56%KB FINL GROUP INC
Shares65.7K
Event2026-03-31
Filed2026-05-13
IWD
-65.73%ISHARES TR
Shares30.3K
Event2026-03-31
Filed2026-05-13
VGT
1.18%VANGUARD WORLD FD
Shares9.2K
Event2026-03-31
Filed2026-05-13
WDC
-25.28%WESTERN DIGITAL CORP
Shares23.5K
Event2026-03-31
Filed2026-05-13
SHG
10.85%SHINHAN FINANCIAL GROUP CO L
Shares102.7K
Event2026-03-31
Filed2026-05-13
XLK
29.87%SELECT SECTOR SPDR TR
Shares47.2K
Event2026-03-31
Filed2026-05-13
HLT
58.97%HILTON WORLDWIDE HLDGS INC
Shares20.6K
Event2026-03-31
Filed2026-05-13
KWEB
-1.05%KRANESHARES TRUST
Shares218.4K
Event2026-03-31
Filed2026-05-13
EFG
14.72%ISHARES TR
Shares54.9K
Event2026-03-31
Filed2026-05-13
SPHQ
43.31%INVESCO EXCHANGE TRADED FD T
Shares80.7K
Event2026-03-31
Filed2026-05-13
EPI
-38.57%WISDOMTREE TR
Shares148.6K
Event2026-03-31
Filed2026-05-13
DFAI
322.94%DIMENSIONAL ETF TRUST
Shares154.9K
Event2026-03-31
Filed2026-05-13
NATWEST GROUP PLC
20.21%NATWEST GROUP PLC
Shares388.8K
Event2026-03-31
Filed2026-05-13
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares8
Event2026-03-31
Filed2026-05-13
DGRO
1.99%ISHARES TR
Shares81.4K
Event2026-03-31
Filed2026-05-13
IWS
-4.57%ISHARES TR
Shares39.1K
Event2026-03-31
Filed2026-05-13
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares28.7K
Event2026-03-31
Filed2026-05-13
RYAAY
15.52%RYANAIR HOLDINGS PLC
Shares97.9K
Event2026-03-31
Filed2026-05-13
AXON
71.78%AXON ENTERPRISE INC
Shares13.3K
Event2026-03-31
Filed2026-05-13
OEF
30.12%ISHARES TR
Shares17.6K
Event2026-03-31
Filed2026-05-13
HSBC
6.00%HSBC HLDGS PLC
Shares67.7K
Event2026-03-31
Filed2026-05-13
WM
-11.93%WASTE MGMT INC DEL
Shares24.2K
Event2026-03-31
Filed2026-05-13
LQD
-0.10%ISHARES TR
Shares50.9K
Event2026-03-31
Filed2026-05-13
JKHY
-12.82%HENRY JACK & ASSOC INC
Shares35.1K
Event2026-03-31
Filed2026-05-13
SBUX
5.22%STARBUCKS CORP
Shares61.4K
Event2026-03-31
Filed2026-05-13
IWM
-31.04%ISHARES TR
Shares22.1K
Event2026-03-31
Filed2026-05-13
PNC
20.65%PNC FINL SVCS GROUP INC
Shares26.3K
Event2026-03-31
Filed2026-05-13
VBIL
-22.57%VANGUARD INSTL INDEX FD
Shares72.3K
Event2026-03-31
Filed2026-05-13
VZ
-19.74%VERIZON COMMUNICATIONS INC
Shares107.7K
Event2026-03-31
Filed2026-05-13
NTES
114.26%NETEASE COM INC
Shares48.1K
Event2026-03-31
Filed2026-05-13
RACE
-9.14%FERRARI N V
Shares15.8K
Event2026-03-31
Filed2026-05-13
IJK
26.34%ISHARES TR
Shares52.2K
Event2026-03-31
Filed2026-05-13
TDY
-17.98%TELEDYNE TECHNOLOGIES INC
Shares8.6K
Event2026-03-31
Filed2026-05-13
ABT
-15.67%ABBOTT LABORATORIES
Shares50.4K
Event2026-03-31
Filed2026-05-13
PSLV
-5.01%SPROTT ASSET MANAGEMENT LP
Shares211.7K
Event2026-03-31
Filed2026-05-13
SPOT
23.92%SPOTIFY TECHNOLOGY S A
Shares10.6K
Event2026-03-31
Filed2026-05-13
WRB
-15.63%BERKLEY W R CORP
Shares76.1K
Event2026-03-31
Filed2026-05-13
S
-41.54%SENTINELONE INC
Shares388.9K
Event2026-03-31
Filed2026-05-13
CHKP
14.94%CHECK POINT SOFTWARE TECH LT
Shares34.9K
Event2026-03-31
Filed2026-05-13
ORLY
-4.29%OREILLY AUTOMOTIVE INC
Shares53.7K
Event2026-03-31
Filed2026-05-13
NSC
-9.99%NORFOLK SOUTHN CORP
Shares17.1K
Event2026-03-31
Filed2026-05-13
D
6.76%DOMINION ENERGY INC
Shares78.7K
Event2026-03-31
Filed2026-05-13
SEAGATE TECHNOLOGY HLDNGS PL
-22.52%SEAGATE TECHNOLOGY HLDNGS PL
Shares12.3K
Event2026-03-31
Filed2026-05-13
FTSM
-1.53%FIRST TR EXCHANGE-TRADED FD
Shares80.3K
Event2026-03-31
Filed2026-05-13
NOC
-7.69%NORTHROP GRUMMAN CORP
Shares7.0K
Event2026-03-31
Filed2026-05-13
PCMM
6.28%BONDBLOXX ETF TRUST
Shares96.5K
Event2026-03-31
Filed2026-05-13
FNDF
1032.26%SCHWAB STRATEGIC TR
Shares96.4K
Event2026-03-31
Filed2026-05-13
ZWS
-14.98%ZURN ELKAY WATER SOLNS CORP
Shares104.8K
Event2026-03-31
Filed2026-05-13
CMI
-18.93%CUMMINS INC
Shares8.7K
Event2026-03-31
Filed2026-05-13
TRV
-10.36%TRAVELERS COMPANIES INC
Shares16.0K
Event2026-03-31
Filed2026-05-13
SHEL
-7.93%SHELL PLC
Shares50.0K
Event2026-03-31
Filed2026-05-13
MCD
-48.29%MCDONALDS CORP
Shares14.8K
Event2026-03-31
Filed2026-05-13
INFL
0.00%LISTED FDS TR
Shares88.2K
Event2026-03-31
Filed2026-05-13
NDSN
-13.73%NORDSON CORP
Shares17.2K
Event2026-03-31
Filed2026-05-13
AGX
8.67%ARGAN INC
Shares8.4K
Event2026-03-31
Filed2026-05-13
PYLD
6.89%PIMCO ETF TR
Shares174.0K
Event2026-03-31
Filed2026-05-13
EFV
35.35%ISHARES TR
Shares61.2K
Event2026-03-31
Filed2026-05-13
DIA
-5.48%STATE STR SPDR DOW JONES IND
Shares9.8K
Event2026-03-31
Filed2026-05-13
RIO
1.05%RIO TINTO PLC
Shares48.2K
Event2026-03-31
Filed2026-05-13
APP
-17.34%APPLOVIN CORP
Shares11.2K
Event2026-03-31
Filed2026-05-13
OKTA
-26.10%OKTA INC
Shares56.2K
Event2026-03-31
Filed2026-05-13
ULS
-13.38%UL SOLUTIONS INC
Shares51.6K
Event2026-03-31
Filed2026-05-13
JMUB
-11.96%J P MORGAN EXCHANGE TRADED F
Shares87.9K
Event2026-03-31
Filed2026-05-13
VRTX
16.50%VERTEX PHARMACEUTICALS INC
Shares9.8K
Event2026-03-31
Filed2026-05-13
DHR
-13.65%DANAHER CORP DEL
Shares23.0K
Event2026-03-31
Filed2026-05-13
RDVY
0.46%FIRST TR EXCHANGE TRADED FD
Shares63.9K
Event2026-03-31
Filed2026-05-13
ALLE
-15.13%ALLEGION PLC
Shares29.9K
Event2026-03-31
Filed2026-05-13
TOTALENERGIES SE
18.32%TOTALENERGIES SE
Shares47.6K
Event2026-03-31
Filed2026-05-13
ITOT
22.83%ISHARES TR
Shares30.4K
Event2026-03-31
Filed2026-05-13
DFIV
NewDIMENSIONAL ETF TRUST
Shares81.8K
Event2026-03-31
Filed2026-05-13
TRGP
20.81%TARGA RES CORP
Shares17.1K
Event2026-03-31
Filed2026-05-13
JEPI
11.54%J P MORGAN EXCHANGE TRADED F
Shares75.2K
Event2026-03-31
Filed2026-05-13
ROL
-14.78%ROLLINS INC
Shares79.7K
Event2026-03-31
Filed2026-05-13
JHHY
7.68%JOHN HANCOCK EXCHANGE TRADED
Shares167.8K
Event2026-03-31
Filed2026-05-13
LINDE PLC
-28.32%LINDE PLC
Shares8.6K
Event2026-03-31
Filed2026-05-13
SNY
12.82%SANOFI SA
Shares87.9K
Event2026-03-31
Filed2026-05-13
MO
-9.12%ALTRIA GROUP INC
Shares63.3K
Event2026-03-31
Filed2026-05-13
BTI
21.46%BRITISH AMERN TOB PLC
Shares71.3K
Event2026-03-31
Filed2026-05-13
IDCC
68.41%INTERDIGITAL INC
Shares13.8K
Event2026-03-31
Filed2026-05-13
RBC
-17.49%RBC BEARINGS INC
Shares7.6K
Event2026-03-31
Filed2026-05-13
SCHD
-4.42%SCHWAB STRATEGIC TR
Shares135.0K
Event2026-03-31
Filed2026-05-13
POOL
87.85%POOL CORP
Shares20.4K
Event2026-03-31
Filed2026-05-13
SSD
-12.90%SIMPSON MFG INC
Shares24.0K
Event2026-03-31
Filed2026-05-13
CB
-36.82%CHUBB LTD SWITZ
Shares12.6K
Event2026-03-31
Filed2026-05-13
AOHY
8.23%ANGEL OAK FUNDS TRUST
Shares374.7K
Event2026-03-31
Filed2026-05-13
FENI
NewFIDELITY COVINGTON TRUST
Shares109.1K
Event2026-03-31
Filed2026-05-13
BBIN
NewJ P MORGAN EXCHANGE TRADED F
Shares55.5K
Event2026-03-31
Filed2026-05-13
GE AEROSPACE
-29.27%GE AEROSPACE
Shares14.2K
Event2026-03-31
Filed2026-05-13
IDV
-1.26%ISHARES TR
Shares94.8K
Event2026-03-31
Filed2026-05-13
CAT
-34.81%CATERPILLAR INC
Shares5.7K
Event2026-03-31
Filed2026-05-13
TTC
0.26%TORO CO
Shares42.8K
Event2026-03-31
Filed2026-05-13
SAN
-5.64%BANCO SANTANDER SA
Shares351.2K
Event2026-03-31
Filed2026-05-13
LDP
-8.77%COHEN & STEERS LTD DURATION
Shares195.3K
Event2026-03-31
Filed2026-05-13
LPLA
-35.33%LPL FINL HLDGS INC
Shares12.9K
Event2026-03-31
Filed2026-05-13
BINC
248.13%BLACKROCK ETF TRUST II
Shares74.6K
Event2026-03-31
Filed2026-05-13
SCHX
-0.37%SCHWAB STRATEGIC TR
Shares150.8K
Event2026-03-31
Filed2026-05-13
SONY
7.71%SONY GROUP CORP
Shares186.5K
Event2026-03-31
Filed2026-05-13
ALPS ETF TR
62.99%ALPS ETF TR
Shares73.2K
Event2026-03-31
Filed2026-05-13
PRI
-10.55%PRIMERICA INC
Shares15.3K
Event2026-03-31
Filed2026-05-13
WTS
-11.72%WATTS WATER TECHNOLOGIES INC
Shares13.0K
Event2026-03-31
Filed2026-05-13
GOLF
-11.20%ACUSHNET HLDGS CORP
Shares39.6K
Event2026-03-31
Filed2026-05-13
GSK PLC
-16.93%GSK PLC
Shares66.5K
Event2026-03-31
Filed2026-05-13
LHX
-1.78%L3HARRIS TECHNOLOGIES INC
Shares10.6K
Event2026-03-31
Filed2026-05-13
VBR
-0.58%VANGUARD INDEX FDS
Shares16.5K
Event2026-03-31
Filed2026-05-13
LII
-13.48%LENNOX INTL INC
Shares7.7K
Event2026-03-31
Filed2026-05-13
BJ
-13.43%BJS WHSL CLUB HLDGS INC
Shares36.4K
Event2026-03-31
Filed2026-05-13
JIRE
NewJ P MORGAN EXCHANGE TRADED F
Shares47.2K
Event2026-03-31
Filed2026-05-13
MDLZ
-13.42%MONDELEZ INTL INC
Shares61.8K
Event2026-03-31
Filed2026-05-13
ECL
-14.24%ECOLAB INC
Shares13.3K
Event2026-03-31
Filed2026-05-13
INVESCO EXCHANGE TRADED FD T
-1.09%INVESCO EXCHANGE TRADED FD T
Shares75.4K
Event2026-03-31
Filed2026-05-13
BSX
-22.74%BOSTON SCIENTIFIC CORP
Shares56.1K
Event2026-03-31
Filed2026-05-13
SONO
-0.07%SONOS INC
Shares262.2K
Event2026-03-31
Filed2026-05-13
DFAE
260.50%DIMENSIONAL ETF TRUST
Shares103.8K
Event2026-03-31
Filed2026-05-13
CTAS
-11.73%CINTAS CORP
Shares20.7K
Event2026-03-31
Filed2026-05-13
IVW
12.21%ISHARES TR
Shares31.0K
Event2026-03-31
Filed2026-05-13
TKO
-2.11%TKO GROUP HOLDINGS INC
Shares17.3K
Event2026-03-31
Filed2026-05-13
SPYM
54.06%SPDR SERIES TRUST
Shares45.4K
Event2026-03-31
Filed2026-05-13
SAP
6.97%SAP SE
Shares20.2K
Event2026-03-31
Filed2026-05-13
HMC
10.15%HONDA MOTOR CO LTD
Shares141.9K
Event2026-03-31
Filed2026-05-13
EMR
7.37%EMERSON ELEC CO
Shares26.3K
Event2026-03-31
Filed2026-05-13
UNILEVER PLC
2.18%UNILEVER PLC
Shares60.4K
Event2026-03-31
Filed2026-05-13
WSO
-11.68%WATSCO INC
Shares9.4K
Event2026-03-31
Filed2026-05-13
COOPER COS INC
-6.39%COOPER COS INC
Shares47.7K
Event2026-03-31
Filed2026-05-13
SAIA
-10.41%SAIA INC
Shares9.6K
Event2026-03-31
Filed2026-05-13
CLOA
NewBLACKROCK ETF TRUST II
Shares64.3K
Event2026-03-31
Filed2026-05-13
ET
-3.76%ENERGY TRANSFER L P
Shares172.3K
Event2026-03-31
Filed2026-05-13
ITA
-0.33%ISHARES TR
Shares15.1K
Event2026-03-31
Filed2026-05-13
FCN
-10.23%FTI CONSULTING INC
Shares18.7K
Event2026-03-31
Filed2026-05-13
CITIGROUP INC
-23.14%CITIGROUP INC
Shares29.1K
Event2026-03-31
Filed2026-05-13
MLM
-8.04%MARTIN MARIETTA MATLS INC
Shares5.5K
Event2026-03-31
Filed2026-05-13
IDXX
-13.13%IDEXX LABS INC
Shares5.7K
Event2026-03-31
Filed2026-05-13
HCA
-24.56%HCA HEALTHCARE INC
Shares6.7K
Event2026-03-31
Filed2026-05-13
GBTC
-0.66%GRAYSCALE BITCOIN TRUST ETF
Shares60.5K
Event2026-03-31
Filed2026-05-13
MSI
-15.98%MOTOROLA SOLUTIONS INC
Shares7.3K
Event2026-03-31
Filed2026-05-13
Z
-1.02%ZILLOW GROUP INC
Shares76.8K
Event2026-03-31
Filed2026-05-13
RCL
-46.88%ROYAL CARIBBEAN GROUP
Shares11.4K
Event2026-03-31
Filed2026-05-13
ARDC
5.43%ARES DYNAMIC CR ALLOCATION F
Shares257.2K
Event2026-03-31
Filed2026-05-13
USMV
46.06%ISHARES TR
Shares33.7K
Event2026-03-31
Filed2026-05-13
APA CORPORATION
18.66%APA CORPORATION
Shares73.5K
Event2026-03-31
Filed2026-05-13
ADBE
-77.75%ADOBE INC
Shares12.8K
Event2026-03-31
Filed2026-05-13
XLI
-0.50%SELECT SECTOR SPDR TR
Shares19.2K
Event2026-03-31
Filed2026-05-13
AMD
-29.31%ADVANCED MICRO DEVICES INC
Shares15.2K
Event2026-03-31
Filed2026-05-13
COP
-20.85%CONOCOPHILLIPS
Shares23.3K
Event2026-03-31
Filed2026-05-13
DVY
-7.97%ISHARES TR
Shares20.3K
Event2026-03-31
Filed2026-05-13
BFAM
33.39%BRIGHT HORIZONS FAM SOL IN D
Shares37.5K
Event2026-03-31
Filed2026-05-13
MLI
61.68%MUELLER INDS INC
Shares27.7K
Event2026-03-31
Filed2026-05-13
NVO
19.85%NOVO-NORDISK A S
Shares83.6K
Event2026-03-31
Filed2026-05-13
BP
-14.52%BP PLC
Shares64.8K
Event2026-03-31
Filed2026-05-13
ALNY
22.19%ALNYLAM PHARMACEUTICALS INC
Shares9.2K
Event2026-03-31
Filed2026-05-13
TTAN
35.52%SERVICETITAN INC
Shares47.4K
Event2026-03-31
Filed2026-05-13
MU
-55.45%MICRON TECHNOLOGY INC
Shares8.8K
Event2026-03-31
Filed2026-05-13
EFX
-13.92%EQUIFAX INC
Shares16.5K
Event2026-03-31
Filed2026-05-13
IWV
0.61%ISHARES TR
Shares7.9K
Event2026-03-31
Filed2026-05-13
UGI
55.12%UGI CORP NEW
Shares80.1K
Event2026-03-31
Filed2026-05-13
LSTR
11.13%LANDSTAR SYS INC
Shares18.2K
Event2026-03-31
Filed2026-05-13
VRT
2.58%VERTIV HOLDINGS CO
Shares11.5K
Event2026-03-31
Filed2026-05-13
ROST
-9.67%ROSS STORES INC
Shares13.3K
Event2026-03-31
Filed2026-05-13
SCHV
-21.56%SCHWAB STRATEGIC TR
Shares94.5K
Event2026-03-31
Filed2026-05-13
IBP
-0.46%INSTALLED BLDG PRODS INC
Shares10.9K
Event2026-03-31
Filed2026-05-13
EEM
-4.02%ISHARES TR
Shares50.6K
Event2026-03-31
Filed2026-05-13
GENERAL DYNAMICS CORP
-25.02%GENERAL DYNAMICS CORP
Shares8.3K
Event2026-03-31
Filed2026-05-13
URI
-9.28%UNITED RENTALS INC
Shares3.9K
Event2026-03-31
Filed2026-05-13
KNG
0.00%FIRST TR EXCHANGE-TRADED FD
Shares57.7K
Event2026-03-31
Filed2026-05-13
USIG
NewISHARES TR
Shares54.7K
Event2026-03-31
Filed2026-05-13
GCT
150.34%GIGACLOUD TECHNOLOGY INC
Shares61.6K
Event2026-03-31
Filed2026-05-13
PHG
8.52%KONINKLIJKE PHILIPS N V
Shares102.0K
Event2026-03-31
Filed2026-05-13
ICE
-32.31%INTERCONTINENTAL EXCHANGE IN
Shares17.5K
Event2026-03-31
Filed2026-05-13
EWJ
41.28%ISHARES INC
Shares32.7K
Event2026-03-31
Filed2026-05-13
XLF
15.56%SELECT SECTOR SPDR TR
Shares55.8K
Event2026-03-31
Filed2026-05-13
SYK
-26.21%STRYKER CORPORATION
Shares8.3K
Event2026-03-31
Filed2026-05-13
XLV
9.99%SELECT SECTOR SPDR TR
Shares18.5K
Event2026-03-31
Filed2026-05-13
T
-41.57%AT&T INC
Shares93.4K
Event2026-03-31
Filed2026-05-13
CME
-30.22%CME GROUP INC
Shares9.1K
Event2026-03-31
Filed2026-05-13
MS
-38.03%MORGAN STANLEY
Shares16.3K
Event2026-03-31
Filed2026-05-13
FCX
-9.27%FREEPORT MCMORAN INC
Shares45.4K
Event2026-03-31
Filed2026-05-13
TPL
-7.34%TEXAS PACIFIC LAND CORPORATI
Shares5.5K
Event2026-03-31
Filed2026-05-13
VOE
20.47%VANGUARD INDEX FDS
Shares14.2K
Event2026-03-31
Filed2026-05-13
OLED
14.69%UNIVERSAL DISPLAY CORP
Shares28.4K
Event2026-03-31
Filed2026-05-13
ARCC
10.63%ARES CAPITAL CORP
Shares143.3K
Event2026-03-31
Filed2026-05-13
EME
-6.42%EMCOR GROUP INC
Shares3.5K
Event2026-03-31
Filed2026-05-13
INDA
-0.04%ISHARES TR
Shares55.1K
Event2026-03-31
Filed2026-05-13
HLNE
56.19%HAMILTON LANE INC
Shares25.8K
Event2026-03-31
Filed2026-05-13
SRE
-18.69%SEMPRA
Shares26.3K
Event2026-03-31
Filed2026-05-13
DELL
-63.42%DELL TECHNOLOGIES INC
Shares15.6K
Event2026-03-31
Filed2026-05-13
CHH
14.69%CHOICE HOTELS INTL INC
Shares24.5K
Event2026-03-31
Filed2026-05-13
VYM
36.86%VANGUARD WHITEHALL FDS
Shares17.1K
Event2026-03-31
Filed2026-05-13
VNQ
-1.16%VANGUARD INDEX FDS
Shares28.4K
Event2026-03-31
Filed2026-05-13
SUB
-8.44%ISHARES TR
Shares23.6K
Event2026-03-31
Filed2026-05-13
SOXX
-0.70%ISHARES TR
Shares7.6K
Event2026-03-31
Filed2026-05-13
GM
-12.50%GENERAL MTRS CO
Shares33.6K
Event2026-03-31
Filed2026-05-13
MCO
-26.76%MOODYS CORP
Shares5.7K
Event2026-03-31
Filed2026-05-13
TRMB
-11.11%TRIMBLE INC
Shares38.0K
Event2026-03-31
Filed2026-05-13
HIG
-5.85%HARTFORD INSURANCE GROUP INC
Shares18.2K
Event2026-03-31
Filed2026-05-13
OLLI
-11.03%OLLIES BARGAIN OUTLET HLDGS
Shares26.8K
Event2026-03-31
Filed2026-05-13
DAL
-16.52%DELTA AIR LINES INC
Shares37.0K
Event2026-03-31
Filed2026-05-13
MGK
89.90%VANGUARD WORLD FD
Shares6.6K
Event2026-03-31
Filed2026-05-13
JHEM
NewJOHN HANCOCK EXCHANGE TRADED
Shares70.4K
Event2026-03-31
Filed2026-05-13
SITE
-2.67%SITEONE LANDSCAPE SUPPLY INC
Shares18.0K
Event2026-03-31
Filed2026-05-13
NYF
-1.89%ISHARES TR
Shares45.1K
Event2026-03-31
Filed2026-05-13
ACT
53.65%ENACT HLDGS INC
Shares58.5K
Event2026-03-31
Filed2026-05-13
BSY
-35.92%BENTLEY SYS INC
Shares67.7K
Event2026-03-31
Filed2026-05-13
SPDW
0.00%SPDR INDEX SHS FDS
Shares52.0K
Event2026-03-31
Filed2026-05-13
ZBRA
-1.61%ZEBRA TECHNOLOGIES CORPORATI
Shares11.3K
Event2026-03-31
Filed2026-05-13
CINF
-5.92%CINCINNATI FINL CORP
Shares15.0K
Event2026-03-31
Filed2026-05-13
JCI
-11.78%JOHNSON CONTROLS INTERNATION
Shares17.8K
Event2026-03-31
Filed2026-05-13
JEMA
NewJ P MORGAN EXCHANGE TRADED F
Shares44.8K
Event2026-03-31
Filed2026-05-13
LCII
-10.63%LCI INDS
Shares18.9K
Event2026-03-31
Filed2026-05-13
SSO
0.00%PROSHARES TR
Shares44.7K
Event2026-03-31
Filed2026-05-13
XSOE
NewWISDOMTREE TR
Shares57.1K
Event2026-03-31
Filed2026-05-13
VTR
115.11%VENTAS INC
Shares28.0K
Event2026-03-31
Filed2026-05-13
MC
-9.13%MOELIS & CO
Shares40.1K
Event2026-03-31
Filed2026-05-13
PFE
-24.61%PFIZER INC
Shares81.2K
Event2026-03-31
Filed2026-05-13
JBBB
NewJANUS DETROIT STR TR
Shares48.9K
Event2026-03-31
Filed2026-05-13
DOCT
0.00%FIRST TR EXCHNG TRADED FD VI
Shares52.2K
Event2026-03-31
Filed2026-05-13
VLO
-33.40%VALERO ENERGY CORP
Shares9.2K
Event2026-03-31
Filed2026-05-13
GGG
-13.06%GRACO INC
Shares26.5K
Event2026-03-31
Filed2026-05-13
BITB
695.05%BITWISE BITCOIN ETF TR
Shares60.5K
Event2026-03-31
Filed2026-05-13
DEO
45.85%DIAGEO PLC
Shares29.7K
Event2026-03-31
Filed2026-05-13
QSR
NewRESTAURANT BRANDS INTL INC
Shares30.0K
Event2026-03-31
Filed2026-05-13
FTCB
0.28%FIRST TR EXCHANGE-TRADED FD
Shares105.1K
Event2026-03-31
Filed2026-05-13
ESGV
0.00%VANGUARD WORLD FD
Shares19.6K
Event2026-03-31
Filed2026-05-13
IUSV
4.89%ISHARES TR
Shares21.4K
Event2026-03-31
Filed2026-05-13
PAYX
-29.01%PAYCHEX INC
Shares23.7K
Event2026-03-31
Filed2026-05-13
RLI
-10.24%RLI CORP
Shares37.8K
Event2026-03-31
Filed2026-05-13
KAI
-9.54%KADANT INC
Shares7.4K
Event2026-03-31
Filed2026-05-13
INTU
-33.68%INTUIT
Shares5.0K
Event2026-03-31
Filed2026-05-13
KBWB
-9.51%INVESCO EXCH TRADED FD TR II
Shares27.0K
Event2026-03-31
Filed2026-05-13
SCHB
-22.68%SCHWAB STRATEGIC TR
Shares84.5K
Event2026-03-31
Filed2026-05-13
ADI
-37.96%ANALOG DEVICES INC
Shares6.6K
Event2026-03-31
Filed2026-05-13
ATGE
53.03%COVISTA INC
Shares18.2K
Event2026-03-31
Filed2026-05-13
IUSG
-11.16%ISHARES TR
Shares13.5K
Event2026-03-31
Filed2026-05-13
BIOHAVEN LTD
0.00%BIOHAVEN LTD
Shares246.5K
Event2026-03-31
Filed2026-05-13
SNOW
11.18%SNOWFLAKE INC
Shares13.8K
Event2026-03-31
Filed2026-05-13
DNL
3.09%WISDOMTREE TR
Shares51.5K
Event2026-03-31
Filed2026-05-13
LYG
-15.49%LLOYDS BANKING GROUP PLC
Shares409.1K
Event2026-03-31
Filed2026-05-13
VICI
-32.44%VICI PPTYS INC
Shares75.2K
Event2026-03-31
Filed2026-05-13
THO
-13.86%THOR INDS INC
Shares25.7K
Event2026-03-31
Filed2026-05-13
KMI
-8.13%KINDER MORGAN INC DEL
Shares61.2K
Event2026-03-31
Filed2026-05-13
ALGN
NewALIGN TECHNOLOGY INC
Shares12.0K
Event2026-03-31
Filed2026-05-13
DT
56.36%DYNATRACE INC
Shares55.2K
Event2026-03-31
Filed2026-05-13
BK
-16.00%BANK NEW YORK MELLON CORP
Shares17.0K
Event2026-03-31
Filed2026-05-13
ITW
-29.76%ILLINOIS TOOL WKS INC
Shares7.7K
Event2026-03-31
Filed2026-05-13
ADEA
36.20%ADEIA INC
Shares82.9K
Event2026-03-31
Filed2026-05-13
DSI
0.45%ISHARES TR
Shares16.4K
Event2026-03-31
Filed2026-05-13
MEDTRONIC PLC
-35.45%MEDTRONIC PLC
Shares23.0K
Event2026-03-31
Filed2026-05-13
FHB
-10.81%FIRST HAWAIIAN INC
Shares80.4K
Event2026-03-31
Filed2026-05-13
IRM
41.33%IRON MTN INC DEL
Shares19.4K
Event2026-03-31
Filed2026-05-13
AON PLC
-63.57%AON PLC
Shares6.1K
Event2026-03-31
Filed2026-05-13
TLT
101.96%ISHARES TR
Shares22.8K
Event2026-03-31
Filed2026-05-13
TGT
-12.73%TARGET CORP
Shares16.2K
Event2026-03-31
Filed2026-05-13
FDT
-0.38%FIRST TR EXCH TRD ALPHDX FD
Shares22.6K
Event2026-03-31
Filed2026-05-13
CAPL
1.31%CROSSAMERICA PARTNERS LP
Shares94.0K
Event2026-03-31
Filed2026-05-13
UFPI
13.17%UFP INDUSTRIES INC
Shares21.1K
Event2026-03-31
Filed2026-05-13
NEU
54.07%NEWMARKET CORP
Shares3.0K
Event2026-03-31
Filed2026-05-13
PDD
21.95%PDD HOLDINGS INC
Shares19.0K
Event2026-03-31
Filed2026-05-13
LMBS
-13.98%FIRST TR EXCHANGE-TRADED FD
Shares38.8K
Event2026-03-31
Filed2026-05-13
AYI
50.09%ACUITY INC
Shares6.9K
Event2026-03-31
Filed2026-05-13
VHT
0.50%VANGUARD WORLD FD
Shares7.0K
Event2026-03-31
Filed2026-05-13
GWW
-10.71%WW GRAINGER INC
Shares1.8K
Event2026-03-31
Filed2026-05-13
UPS
-5.18%UNITED PARCEL SVCS INC
Shares19.5K
Event2026-03-31
Filed2026-05-13
CRUS
30.31%CIRRUS LOGIC INC
Shares13.2K
Event2026-03-31
Filed2026-05-13
INTC
-33.44%INTEL CORP
Shares43.2K
Event2026-03-31
Filed2026-05-13
SIVR
0.00%ABRDN SILVER ETF TRUST
Shares26.5K
Event2026-03-31
Filed2026-05-13
XLY
4.43%SELECT SECTOR SPDR TR
Shares17.0K
Event2026-03-31
Filed2026-05-13
ADP
-30.46%AUTOMATIC DATA PROCESSING IN
Shares9.1K
Event2026-03-31
Filed2026-05-13
MLN
-8.40%VANECK ETF TRUST
Shares106.3K
Event2026-03-31
Filed2026-05-13
ARES
19.69%ARES MANAGEMENT CORPORATION
Shares17.0K
Event2026-03-31
Filed2026-05-13
TDIV
0.07%FIRST TR EXCHANGE TRADED FD
Shares19.7K
Event2026-03-31
Filed2026-05-13
VIOO
0.16%VANGUARD ADMIRAL FDS INC
Shares16.1K
Event2026-03-31
Filed2026-05-13
YOU
52.20%CLEAR SECURE INC
Shares38.0K
Event2026-03-31
Filed2026-05-13
XLE
27.33%SELECT SECTOR SPDR TR
Shares29.9K
Event2026-03-31
Filed2026-05-13
LOPE
39.84%GRAND CANYON ED INC
Shares10.7K
Event2026-03-31
Filed2026-05-13
USFD
-4.89%US FOODS HLDG CORP
Shares19.7K
Event2026-03-31
Filed2026-05-13
INSW
43.09%INTERNATIONAL SEAWAYS INC
Shares24.9K
Event2026-03-31
Filed2026-05-13
BUFR
NewFIRST TR EXCHNG TRADED FD VI
Shares53.8K
Event2026-03-31
Filed2026-05-13
EXEL
49.71%EXELIXIS INC
Shares42.3K
Event2026-03-31
Filed2026-05-13
BANF
-10.10%BANCFIRST CORP
Shares16.7K
Event2026-03-31
Filed2026-05-13
ENS
NewENERSYS
Shares10.4K
Event2026-03-31
Filed2026-05-13
AMT
-33.51%AMERICAN TOWER CORP
Shares10.5K
Event2026-03-31
Filed2026-05-13
SHY
-1.13%ISHARES TR
Shares21.8K
Event2026-03-31
Filed2026-05-13
INVA
53.04%INNOVIVA INC
Shares77.1K
Event2026-03-31
Filed2026-05-13
ADSK
-25.28%AUTODESK INC
Shares7.5K
Event2026-03-31
Filed2026-05-13
NHI
48.78%NATIONAL HEALTH INVS INC
Shares22.1K
Event2026-03-31
Filed2026-05-13
NET
-1.27%CLOUDFLARE INC
Shares8.6K
Event2026-03-31
Filed2026-05-13
CROWN CASTLE INC
16.03%CROWN CASTLE INC
Shares21.8K
Event2026-03-31
Filed2026-05-13
SGOV
36.76%ISHARES TR
Shares17.6K
Event2026-03-31
Filed2026-05-13
BARRICK MNG CORP
-9.79%BARRICK MNG CORP
Shares43.2K
Event2026-03-31
Filed2026-05-13
PEGA
60.97%PEGASYSTEMS INC
Shares41.3K
Event2026-03-31
Filed2026-05-13
LNG
76.35%CHENIERE ENERGY INC
Shares6.2K
Event2026-03-31
Filed2026-05-13
EXPO
14.24%EXPONENT INC
Shares26.7K
Event2026-03-31
Filed2026-05-13
MDB
924.03%MONGODB INC
Shares7.1K
Event2026-03-31
Filed2026-05-13
ACWI
-77.75%ISHARES TR
Shares12.6K
Event2026-03-31
Filed2026-05-13
BROOKFIELD INFRASTRUCTURE CO
13.30%BROOKFIELD INFRASTRUCTURE CO
Shares43.9K
Event2026-03-31
Filed2026-05-13
VOOV
NewVANGUARD ADMIRAL FDS INC
Shares8.5K
Event2026-03-31
Filed2026-05-13
FJUL
0.00%FIRST TR EXCHNG TRADED FD VI
Shares31.6K
Event2026-03-31
Filed2026-05-13
FTGS
-0.08%FIRST TR EXCHANGE-TRADED FD
Shares50.6K
Event2026-03-31
Filed2026-05-13
DIS
-36.74%DISNEY WALT CO
Shares17.8K
Event2026-03-31
Filed2026-05-13
CRVL
17.95%CORVEL CORP
Shares31.1K
Event2026-03-31
Filed2026-05-13
ABNB
-5.80%AIRBNB INC
Shares13.4K
Event2026-03-31
Filed2026-05-13
FBT
-0.20%FIRST TR EXCHANGE-TRADED FD
Shares8.4K
Event2026-03-31
Filed2026-05-13
PWR
-0.32%QUANTA SVCS INC
Shares3.1K
Event2026-03-31
Filed2026-05-13
IEF
NewISHARES TR
Shares17.7K
Event2026-03-31
Filed2026-05-13
HSY
-30.07%HERSHEY CO
Shares8.1K
Event2026-03-31
Filed2026-05-13
BCS
10.37%BARCLAYS PLC
Shares79.0K
Event2026-03-31
Filed2026-05-13
DCI
-18.36%DONALDSON INC
Shares19.6K
Event2026-03-31
Filed2026-05-13
USB
-14.26%US BANCORP
Shares31.5K
Event2026-03-31
Filed2026-05-13
CMCSA
-19.06%COMCAST CORP NEW
Shares56.7K
Event2026-03-31
Filed2026-05-13
IWB
3.84%ISHARES TR
Shares4.5K
Event2026-03-31
Filed2026-05-13
ENB
0.53%ENBRIDGE INC
Shares29.5K
Event2026-03-31
Filed2026-05-13
NXTG
-0.48%FIRST TR EXCHANGE-TRADED FD
Shares14.2K
Event2026-03-31
Filed2026-05-13
IBB
0.59%ISHARES TR
Shares9.4K
Event2026-03-31
Filed2026-05-13
VUSB
-38.04%VANGUARD BD INDEX FDS
Shares31.7K
Event2026-03-31
Filed2026-05-13
FDX
-19.95%FEDEX CORP
Shares4.4K
Event2026-03-31
Filed2026-05-13
MARVELL TECHNOLOGY INC
52.40%MARVELL TECHNOLOGY INC
Shares15.9K
Event2026-03-31
Filed2026-05-13
VTWO
10.53%VANGUARD SCOTTSDALE FDS
Shares15.6K
Event2026-03-31
Filed2026-05-13
FTA
0.08%FIRST TR EXCHANGE-TRADED ALP
Shares16.8K
Event2026-03-31
Filed2026-05-13
NMIH
55.26%NMI HLDGS INC
Shares41.3K
Event2026-03-31
Filed2026-05-13
XLU
17.66%SELECT SECTOR SPDR TR
Shares33.6K
Event2026-03-31
Filed2026-05-13
QGRO
2.83%AMERICAN CENTY ETF TR
Shares14.6K
Event2026-03-31
Filed2026-05-13
CANADIAN PACIFIC KANSAS CITY
0.59%CANADIAN PACIFIC KANSAS CITY
Shares19.4K
Event2026-03-31
Filed2026-05-13
CCJ
20.99%CAMECO CORP
Shares14.1K
Event2026-03-31
Filed2026-05-13
ACWX
-68.49%ISHARES TR
Shares22.3K
Event2026-03-31
Filed2026-05-13
Call Option Holdings
SPY Call
-23.08%STATE STR SPDR S&P 500 ETF T
Shares3.0K
Event2026-03-31
Filed2026-05-13
INVESCO QQQ TR Call
-55.56%INVESCO QQQ TR
Shares2.8K
Event2026-03-31
Filed2026-05-13
SMH Call
-15.79%VANECK ETF TRUST
Shares1.6K
Event2026-03-31
Filed2026-05-13
NVDA Call
NewNVIDIA CORPORATION
Shares600
Event2026-03-31
Filed2026-05-13
DOCU Call
NewDOCUSIGN INC
Shares200
Event2026-03-31
Filed2026-05-13
IBIT Call
NewISHARES BITCOIN TRUST ETF
Shares100
Event2026-03-31
Filed2026-05-13
UWMC Call
NewUWM HOLDINGS CORPORATION
Shares600
Event2026-03-31
Filed2026-05-13
MSOS Call
NewADVISORSHARES TR
Shares500
Event2026-03-31
Filed2026-05-13
Put Option Holdings
ISHARES GOLD TR Put
0.00%ISHARES GOLD TR
Shares72.5K
Event2026-03-31
Filed2026-05-13
SIVR Put
0.00%ABRDN SILVER ETF TRUST
Shares32.2K
Event2026-03-31
Filed2026-05-13
ARISTA NETWORKS INC Put
NewARISTA NETWORKS INC
Shares7.4K
Event2026-03-31
Filed2026-05-13
AAPL Put
NewAPPLE INC
Shares2.5K
Event2026-03-31
Filed2026-05-13
BROADCOM INC Put
NewBROADCOM INC
Shares1.5K
Event2026-03-31
Filed2026-05-13
TSLA Put
NewTESLA INC
Shares1.0K
Event2026-03-31
Filed2026-05-13
ADBE Put
NewADOBE INC
Shares400
Event2026-03-31
Filed2026-05-13