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

Call Option Holdings
SPY Call
STATE STR SPDR S&P 500 ETF T
-23.08%
Shares3.0K
Event2026-03-31
Filed2026-05-13
INVESCO QQQ TR Call
INVESCO QQQ TR
-55.56%
Shares2.8K
Event2026-03-31
Filed2026-05-13
SMH Call
VANECK ETF TRUST
-15.79%
Shares1.6K
Event2026-03-31
Filed2026-05-13
NVDA Call
NVIDIA CORPORATION
New
Shares600
Event2026-03-31
Filed2026-05-13
DOCU Call
DOCUSIGN INC
New
Shares200
Event2026-03-31
Filed2026-05-13
IBIT Call
ISHARES BITCOIN TRUST ETF
New
Shares100
Event2026-03-31
Filed2026-05-13
UWMC Call
UWM HOLDINGS CORPORATION
New
Shares600
Event2026-03-31
Filed2026-05-13
MSOS Call
ADVISORSHARES TR
New
Shares500
Event2026-03-31
Filed2026-05-13

Put Option Holdings
ISHARES GOLD TR Put
ISHARES GOLD TR
0.00%
Shares72.5K
Event2026-03-31
Filed2026-05-13
SIVR Put
ABRDN SILVER ETF TRUST
0.00%
Shares32.2K
Event2026-03-31
Filed2026-05-13
ARISTA NETWORKS INC Put
ARISTA NETWORKS INC
New
Shares7.4K
Event2026-03-31
Filed2026-05-13
AAPL Put
APPLE INC
New
Shares2.5K
Event2026-03-31
Filed2026-05-13
BROADCOM INC Put
BROADCOM INC
New
Shares1.5K
Event2026-03-31
Filed2026-05-13
TSLA Put
TESLA INC
New
Shares1.0K
Event2026-03-31
Filed2026-05-13
ADBE Put
ADOBE INC
New
Shares400
Event2026-03-31
Filed2026-05-13