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The Analysis of NorthRock Partners, LLC's Holdings & P&L

Currently, NorthRock Partners, LLC holds 600 types of securities in its portfolio with a total value $5.9B. In the most recent quarter, they have increased their positions in IGF (+1.4M shares, valued at $88.7M), IWB (+218.1K shares, valued at $81.5M), N/A (+86.0K shares, valued at $54.0M); decreased their positions in NVDA (-233.0K shares, valued at $43.5M), AAPL (-121.9K shares, valued at $33.1M), N/A (-83.4K shares, valued at $26.1M); initiated new positions in IGF (+1.4M shares, valued at $88.7M), STIP (+219.6K shares, valued at $22.5M), VCSH (+146.5K shares, valued at $11.7M).

1M P&L

+21.0M+0.38%

3M P&L

-38.6M-0.68%

HY P&L

+161.5M+2.97%

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/A4.3B

83.0%

2Consumer Electronics199.0M

3.8%

3Software - Infrastructure94.2M

1.8%

Top Industries by Stock Count

1N/A266 stocks

47.6%

2Software - Application12 stocks

2.1%

3Software - Infrastructure11 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JMTG J P MORGAN EXCHANGE TRADED F9.1M shares9.51%2025-12-312026-02-17

VANGUARD INDEX FDS VANGUARD INDEX FDS554.4K shares18.37%2025-12-312026-02-17

SPYM SPDR SERIES TRUST3.8M shares3.02%2025-12-312026-02-17

VGSH VANGUARD SCOTTSDALE FDS4.7M shares7.78%2025-12-312026-02-17

SPYV SPDR SERIES TRUST4.4M shares-0.44%2025-12-312026-02-17

INVESCO QQQ TR INVESCO QQQ TR375.5K shares23.18%2025-12-312026-02-17

SPYG SPDR SERIES TRUST2.1M shares-1.77%2025-12-312026-02-17

SGOV ISHARES TR2.0M shares7.30%2025-12-312026-02-17

Sponsored

AAPL APPLE INC730.9K shares-14.29%2025-12-312026-02-17

SPY SPDR S&P 500 ETF TR290.0K shares-4.78%2025-12-312026-02-17

HEFA ISHARES TR2.7M shares51.21%2025-12-312026-02-17

IWB ISHARES TR298.8K shares270.48%2025-12-312026-02-17

MDYV SPDR SERIES TRUST1.3M shares-1.28%2025-12-312026-02-17

MDYG SPDR SERIES TRUST1.1M shares-0.28%2025-12-312026-02-17

IGF ISHARES TR1.4M sharesnew addition2025-12-312026-02-17

ROUS LATTICE STRATEGIES TR1.3M shares-18.33%2025-12-312026-02-17

Sponsored

MSFT MICROSOFT CORP148.7K shares-14.86%2025-12-312026-02-17

SLYV SPDR SERIES TRUST781.7K shares-0.83%2025-12-312026-02-17

IWR ISHARES TR718.9K shares34.76%2025-12-312026-02-17

EFA ISHARES TR682.8K shares119.68%2025-12-312026-02-17

SLYG SPDR SERIES TRUST660.4K shares0.02%2025-12-312026-02-17

JMST J P MORGAN EXCHANGE TRADED F1.2M shares14.23%2025-12-312026-02-17

NVDA NVIDIA CORPORATION322.7K shares-41.93%2025-12-312026-02-17

IEMG ISHARES INC849.7K shares49.72%2025-12-312026-02-17

Sponsored

IUSB ISHARES TR1.2M shares30.87%2025-12-312026-02-17

SPEM SPDR INDEX SHS FDS1.1M shares1.87%2025-12-312026-02-17

IWF ISHARES TR99.4K shares-10.36%2025-12-312026-02-17

IWM ISHARES TR190.5K shares1250.82%2025-12-312026-02-17

VMBS VANGUARD SCOTTSDALE FDS957.7K shares229.67%2025-12-312026-02-17

MBB ISHARES TR455.9K shares49.36%2025-12-312026-02-17

BUFR FIRST TR EXCHNG TRADED FD VI1.2M shares26.47%2025-12-312026-02-17

IEF ISHARES TR408.2K shares3190.55%2025-12-312026-02-17

Sponsored

DYNF BLACKROCK ETF TRUST573.1K shares32.89%2025-12-312026-02-17

IVE ISHARES TR163.5K shares63.63%2025-12-312026-02-17

IJR ISHARES TR277.6K shares26.10%2025-12-312026-02-17

TAFM AB ACTIVE ETFS INC1.3M shares-5.01%2025-12-312026-02-17

SPTI SPDR SERIES TRUST1.1M shares22.77%2025-12-312026-02-17

PGR PROGRESSIVE CORP134.3K shares-16.47%2025-12-312026-02-17

AGG ISHARES TR303.7K shares4830.60%2025-12-312026-02-17

VYMI VANGUARD WHITEHALL FDS335.7K shares21.51%2025-12-312026-02-17

Sponsored

PM PHILIP MORRIS INTL INC180.2K shares-5.25%2025-12-312026-02-17

VEA VANGUARD TAX-MANAGED FDS461.8K shares272.35%2025-12-312026-02-17

MDLZ MONDELEZ INTL INC518.1K shares-2.39%2025-12-312026-02-17

VTI VANGUARD INDEX FDS83.1K shares32.92%2025-12-312026-02-17

SCHZ SCHWAB STRATEGIC TR1.2M shares26.74%2025-12-312026-02-17

BDYN BLACKROCK ETF TRUST1.1M shares25.28%2025-12-312026-02-17

QQQM INVESCO EXCH TRADED FD TR II107.9K shares3190.70%2025-12-312026-02-17

AMZN AMAZON COM INC113.3K shares-42.06%2025-12-312026-02-17

Sponsored

OEF ISHARES TR70.6K shares43.19%2025-12-312026-02-17

VWO VANGUARD INTL EQUITY INDEX F445.8K shares21.67%2025-12-312026-02-17

PG PROCTER AND GAMBLE CO163.3K shares-7.24%2025-12-312026-02-17

STIP ISHARES TR219.6K sharesnew addition2025-12-312026-02-17

BIL SPDR SERIES TRUST236.5K shares-10.28%2025-12-312026-02-17

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL41.7K shares-25.01%2025-12-312026-02-17

ALPHABET INC ALPHABET INC65.8K shares-55.92%2025-12-312026-02-17

SPHQ INVESCO EXCHANGE TRADED FD T273.6K shares-29.04%2025-12-312026-02-17

Sponsored

ALPHABET INC ALPHABET INC62.3K shares-19.77%2025-12-312026-02-17

IVV ISHARES TR28.1K shares14.41%2025-12-312026-02-17

TSLA TESLA INC42.5K shares-40.66%2025-12-312026-02-17

XLK SELECT SECTOR SPDR TR125.4K shares267.19%2025-12-312026-02-17

BINC BLACKROCK ETF TRUST II338.4K shares54.76%2025-12-312026-02-17

JPM JPMORGAN CHASE & CO.48.6K shares-35.26%2025-12-312026-02-17

ABBV ABBVIE INC63.9K shares-23.11%2025-12-312026-02-17

MTUM ISHARES TR57.7K shares60.13%2025-12-312026-02-17

Sponsored

VB VANGUARD INDEX FDS54.0K shares2048.97%2025-12-312026-02-17

VGLT VANGUARD SCOTTSDALE FDS233.1K shares4.28%2025-12-312026-02-17

XLF SELECT SECTOR SPDR TR229.9K shares52.21%2025-12-312026-02-17

IWP ISHARES TR90.6K shares-2.08%2025-12-312026-02-17

BAI BLACKROCK ETF TRUST354.5K shares114.96%2025-12-312026-02-17

MO ALTRIA GROUP INC204.4K shares-4.91%2025-12-312026-02-17

VCSH VANGUARD SCOTTSDALE FDS146.5K sharesnew addition2025-12-312026-02-17

SCHX SCHWAB STRATEGIC TR425.9K shares3.54%2025-12-312026-02-17

Sponsored

HYLB DBX ETF TR307.7K shares88.89%2025-12-312026-02-17

VIG VANGUARD SPECIALIZED FUNDS51.4K shares2.79%2025-12-312026-02-17

KDP KEURIG DR PEPPER INC400.5K shares-3.09%2025-12-312026-02-17

META META PLATFORMS INC16.8K shares-57.27%2025-12-312026-02-17

UPS UNITED PARCEL SERVICE INC107.1K shares217.26%2025-12-312026-02-17

BDVL BLACKROCK ETF TRUST426.7K shares35.01%2025-12-312026-02-17

IGIB ISHARES TR190.9K shares28.98%2025-12-312026-02-17

ESGU ISHARES TR68.7K sharesnew addition2025-12-312026-02-17

Sponsored

ISHARES GOLD TR ISHARES GOLD TR125.0K shares30.21%2025-12-312026-02-17

IWD ISHARES TR45.8K shares22.89%2025-12-312026-02-17

VNQ VANGUARD INDEX FDS108.8K shares774.81%2025-12-312026-02-17

BNDX VANGUARD CHARLOTTE FDS197.3K shares30.82%2025-12-312026-02-17

BROADCOM INC BROADCOM INC26.8K shares-61.51%2025-12-312026-02-17

VGT VANGUARD WORLD FD12.3K shares15.49%2025-12-312026-02-17

V VISA INC25.9K shares-38.57%2025-12-312026-02-17

SOXQ INVESCO EXCH TRADED FD TR II161.8K shares22.97%2025-12-312026-02-17

Sponsored

IGEB ISHARES TR193.1K shares12.14%2025-12-312026-02-17

IEUR ISHARES TR118.2K shares29.20%2025-12-312026-02-17

IVW ISHARES TR64.2K shares6.28%2025-12-312026-02-17

VUG VANGUARD INDEX FDS15.0K shares2.91%2025-12-312026-02-17

LLY ELI LILLY & CO6.7K shares-56.49%2025-12-312026-02-17

VCIT VANGUARD SCOTTSDALE FDS83.6K sharesnew addition2025-12-312026-02-17

AMP AMERIPRISE FINL INC14.2K shares-4.83%2025-12-312026-02-17

ORCL ORACLE CORP35.7K shares-19.93%2025-12-312026-02-17

Sponsored

EFV ISHARES TR96.9K shares-1.05%2025-12-312026-02-17

ITA ISHARES TR31.6K shares97.02%2025-12-312026-02-17

JNJ JOHNSON & JOHNSON32.5K shares-33.54%2025-12-312026-02-17

CVX CHEVRON CORP NEW43.8K shares-17.86%2025-12-312026-02-17

MCD MCDONALDS CORP21.5K shares-20.63%2025-12-312026-02-17

EFG ISHARES TR56.3K shares-32.39%2025-12-312026-02-17

XLI SELECT SECTOR SPDR TR41.0K shares46.45%2025-12-312026-02-17

ESML ISHARES TR137.0K shares1365.13%2025-12-312026-02-17

Sponsored

ARTY ISHARES TR130.1K shares25.18%2025-12-312026-02-17

COST COSTCO WHSL CORP NEW7.2K shares-38.67%2025-12-312026-02-17

ESGD ISHARES TR64.6K shares229.86%2025-12-312026-02-17

XOM EXXON MOBIL CORP49.6K shares-34.73%2025-12-312026-02-17

SCHK SCHWAB STRATEGIC TR179.2K shares167.87%2025-12-312026-02-17

TECB ISHARES TR95.2K shares26.08%2025-12-312026-02-17

XLV SELECT SECTOR SPDR TR36.6K shares71.23%2025-12-312026-02-17

EMXC ISHARES INC77.9K shares0.79%2025-12-312026-02-17

Sponsored

PLTR PALANTIR TECHNOLOGIES INC31.7K shares-36.01%2025-12-312026-02-17

KHC KRAFT HEINZ CO229.7K shares-2.19%2025-12-312026-02-17

AXP AMERICAN EXPRESS CO14.4K shares-33.52%2025-12-312026-02-17

IBM INTERNATIONAL BUSINESS MACHS17.7K shares-31.45%2025-12-312026-02-17

NFLX NETFLIX INC55.0K shares457.34%2025-12-312026-02-17

WFC WELLS FARGO CO NEW54.0K shares-38.83%2025-12-312026-02-17

CAT CATERPILLAR INC8.7K shares-30.27%2025-12-312026-02-17

IEFA ISHARES TR55.1K shares11.26%2025-12-312026-02-17

Sponsored

ABT ABBOTT LABS38.8K shares-29.23%2025-12-312026-02-17

SPBO SPDR SERIES TRUST164.0K shares19.90%2025-12-312026-02-17

IYW ISHARES TR24.1K shares-46.76%2025-12-312026-02-17

VEEV VEEVA SYS INC21.5K shares751.03%2025-12-312026-02-17

BRK.A BERKSHIRE HATHAWAY INC DEL6 shares0.00%2025-12-312026-02-17

SYK STRYKER CORPORATION12.8K shares-26.59%2025-12-312026-02-17

VXF VANGUARD INDEX FDS21.3K shares6.88%2025-12-312026-02-17

DFAC DIMENSIONAL ETF TRUST112.3K shares303.00%2025-12-312026-02-17

Sponsored

AMD ADVANCED MICRO DEVICES INC20.6K shares-42.00%2025-12-312026-02-17

WMT WALMART INC39.3K shares-51.27%2025-12-312026-02-17

BAC BANK AMERICA CORP79.0K shares-40.52%2025-12-312026-02-17

SDY SPDR SERIES TRUST30.2K shares1.22%2025-12-312026-02-17

EAGG ISHARES TR87.6K sharesnew addition2025-12-312026-02-17

EMB ISHARES TR42.1K shares49.90%2025-12-312026-02-17

LMT LOCKHEED MARTIN CORP8.1K shares-17.96%2025-12-312026-02-17

BA BOEING CO18.0K shares-26.29%2025-12-312026-02-17

Sponsored

HWKN HAWKINS INC27.1K shares-0.01%2025-12-312026-02-17

IGHG PROSHARES TR48.7K shares12.60%2025-12-312026-02-17

GOVT ISHARES TR165.6K shares37.08%2025-12-312026-02-17

XLC SELECT SECTOR SPDR TR31.9K shares-14.77%2025-12-312026-02-17

SUSA ISHARES TR26.8K shares47.51%2025-12-312026-02-17

SCHO SCHWAB STRATEGIC TR150.3K shares3.30%2025-12-312026-02-17

CSCO CISCO SYS INC46.8K shares-29.94%2025-12-312026-02-17

PEP PEPSICO INC25.2K shares-41.91%2025-12-312026-02-17

Sponsored

HD HOME DEPOT INC10.3K shares-51.43%2025-12-312026-02-17

SCHM SCHWAB STRATEGIC TR116.0K shares0.37%2025-12-312026-02-17

DGRO ISHARES TR48.7K shares-28.64%2025-12-312026-02-17

USFR WISDOMTREE TR64.8K shares33.78%2025-12-312026-02-17

FLOT ISHARES TR63.9K shares19.94%2025-12-312026-02-17

TQQQ PROSHARES TR60.7K shares49.97%2025-12-312026-02-17

SYSB ISHARES TR35.6K sharesnew addition2025-12-312026-02-17

CRM SALESFORCE INC11.9K shares-45.40%2025-12-312026-02-17

Sponsored

XLY SELECT SECTOR SPDR TR25.9K shares146.38%2025-12-312026-02-17

RTX RTX CORPORATION16.5K shares-45.91%2025-12-312026-02-17

QEFA SPDR INDEX SHS FDS33.1K shares-7.37%2025-12-312026-02-17

VO VANGUARD INDEX FDS10.3K shares88.54%2025-12-312026-02-17

XLE SELECT SECTOR SPDR TR66.8K shares232.40%2025-12-312026-02-17

ESTA ESTABLISHMENT LABS HLDGS INC40.9K shares-4.66%2025-12-312026-02-17

FDIV EA SERIES TRUST108.9K shares0.62%2025-12-312026-02-17

PAVE GLOBAL X FDS59.1K shares26.74%2025-12-312026-02-17

Sponsored

IYY ISHARES TR16.9K shares0.92%2025-12-312026-02-17

QUAL ISHARES TR14.1K shares-8.68%2025-12-312026-02-17

ABNB AIRBNB INC20.4K shares-25.31%2025-12-312026-02-17

S SENTINELONE INC180.0K shares-1.56%2025-12-312026-02-17

DIS DISNEY WALT CO23.3K shares-35.96%2025-12-312026-02-17

MA MASTERCARD INCORPORATED4.6K shares-65.98%2025-12-312026-02-17

GE AEROSPACE GE AEROSPACE8.4K shares-60.07%2025-12-312026-02-17

IJT ISHARES TR18.2K shares-2.18%2025-12-312026-02-17

Sponsored

BND VANGUARD BD INDEX FDS34.6K shares441.29%2025-12-312026-02-17

GIS GENERAL MLS INC55.0K shares-4.61%2025-12-312026-02-17

IJH ISHARES TR38.6K shares-11.70%2025-12-312026-02-17

GLW CORNING INC28.4K shares-8.61%2025-12-312026-02-17

QLTA ISHARES TR51.5K shares40.83%2025-12-312026-02-17

SUSB ISHARES TR97.8K sharesnew addition2025-12-312026-02-17

SPSM SPDR SERIES TRUST52.3K shares0.88%2025-12-312026-02-17

MDY SPDR S&P MIDCAP 400 ETF TR4.1K shares12.89%2025-12-312026-02-17

Sponsored

GS GOLDMAN SACHS GROUP INC2.7K shares-2.33%2025-12-312026-02-17

IHAK ISHARES TR47.3K shares28.48%2025-12-312026-02-17

UNH UNITEDHEALTH GROUP INC6.8K shares-61.56%2025-12-312026-02-17

TGT TARGET CORP22.8K shares-27.50%2025-12-312026-02-17

BMO BANK MONTREAL QUE17.2K shares-2.24%2025-12-312026-02-17

ITW ILLINOIS TOOL WKS INC8.9K shares-28.05%2025-12-312026-02-17

DMXF ISHARES TR28.3K shares952.70%2025-12-312026-02-17

SCHQ SCHWAB STRATEGIC TR65.7K shares123.59%2025-12-312026-02-17

Sponsored

VXUS VANGUARD STAR FDS27.4K shares6.05%2025-12-312026-02-17

DE DEERE & CO4.4K shares-18.64%2025-12-312026-02-17

DVY ISHARES TR14.3K shares20.72%2025-12-312026-02-17

MERCK & CO INC MERCK & CO INC19.3K shares-57.22%2025-12-312026-02-17

TLH ISHARES TR19.5K shares132.27%2025-12-312026-02-17

XVV ISHARES TR37.4K shares12.00%2025-12-312026-02-17

GLD SPDR GOLD TR4.9K shares11.53%2025-12-312026-02-17

CRWD CROWDSTRIKE HLDGS INC4.1K shares-38.12%2025-12-312026-02-17

Sponsored

SCHF SCHWAB STRATEGIC TR79.7K shares29.51%2025-12-312026-02-17

KO COCA COLA CO27.1K shares-51.28%2025-12-312026-02-17

IGV ISHARES TR17.9K shares23.53%2025-12-312026-02-17

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T9.8K shares18.72%2025-12-312026-02-17

NULG NUSHARES ETF TR19.0K shares-3.53%2025-12-312026-02-17

VBR VANGUARD INDEX FDS8.8K shares-3.95%2025-12-312026-02-17

MMM 3M CO11.5K shares-35.34%2025-12-312026-02-17

GEV GE VERNOVA INC2.8K shares-55.89%2025-12-312026-02-17

Sponsored

HNGE HINGE HEALTH INC39.2K sharesnew addition2025-12-312026-02-17

RBLX ROBLOX CORP22.4K shares2.10%2025-12-312026-02-17

VCLT VANGUARD SCOTTSDALE FDS23.8K shares5.14%2025-12-312026-02-17

VGK VANGUARD INTL EQUITY INDEX F21.5K shares48.97%2025-12-312026-02-17

SO SOUTHERN CO20.5K shares-19.53%2025-12-312026-02-17

USB US BANCORP DEL33.7K shares-46.26%2025-12-312026-02-17

QLYS QUALYS INC13.4K shares-16.58%2025-12-312026-02-17

DLTR DOLLAR TREE INC14.3K shares-21.34%2025-12-312026-02-17

Sponsored

USMV ISHARES TR18.7K shares2.11%2025-12-312026-02-17

TWLO TWILIO INC12.4K sharesnew addition2025-12-312026-02-17

MCK MCKESSON CORP2.1K shares-5.14%2025-12-312026-02-17

MS MORGAN STANLEY9.7K shares-60.68%2025-12-312026-02-17

NVDU DIREXION SHS ETF TR14.4K shares0.00%2025-12-312026-02-17

EWJ ISHARES INC20.7K sharesnew addition2025-12-312026-02-17

XAR SPDR SERIES TRUST6.9K shares32.08%2025-12-312026-02-17

SNPE DBX ETF TR26.5K shares11.62%2025-12-312026-02-17

Sponsored

OTF BLUE OWL TECHNOLOGY FIN CORP108.8K shares643.95%2025-12-312026-02-17

NOC NORTHROP GRUMMAN CORP2.7K shares-41.85%2025-12-312026-02-17

VGIT VANGUARD SCOTTSDALE FDS25.8K sharesnew addition2025-12-312026-02-17

ESGE ISHARES INC35.0K shares93.53%2025-12-312026-02-17

KLAC KLA CORP1.3K shares-62.64%2025-12-312026-02-17

IYR ISHARES TR16.2K sharesnew addition2025-12-312026-02-17

AEIS ADVANCED ENERGY INDS7.1K shares-10.62%2025-12-312026-02-17

WPC WP CAREY INC22.9K shares14.32%2025-12-312026-02-17

Sponsored

DSI ISHARES TR11.4K shares44.78%2025-12-312026-02-17

SBUX STARBUCKS CORP17.4K shares-41.41%2025-12-312026-02-17

TMO THERMO FISHER SCIENTIFIC INC2.5K shares-60.17%2025-12-312026-02-17

LOW LOWES COS INC5.9K shares-51.03%2025-12-312026-02-17

SMLV SPDR SERIES TRUST10.8K shares14.75%2025-12-312026-02-17

EW EDWARDS LIFESCIENCES CORP16.6K shares-34.95%2025-12-312026-02-17

VZ VERIZON COMMUNICATIONS INC34.7K shares-44.65%2025-12-312026-02-17

AMAT APPLIED MATLS INC5.5K shares-63.29%2025-12-312026-02-17

Sponsored

SPTM SPDR SERIES TRUST16.8K shares2.43%2025-12-312026-02-17

SCHA SCHWAB STRATEGIC TR48.6K shares22.18%2025-12-312026-02-17

ITOT ISHARES TR9.3K shares11.11%2025-12-312026-02-17

IBIT ISHARES BITCOIN TRUST ETF27.8K shares100.85%2025-12-312026-02-17

CMA COMERICA INC15.3K shares142.70%2025-12-312026-02-17

ICVT ISHARES TR13.4K shares96.59%2025-12-312026-02-17

QUS SPDR SERIES TRUST7.5K shares17.71%2025-12-312026-02-17

CENTA CENTRAL GARDEN & PET CO43.4K shares-11.03%2025-12-312026-02-17

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EPD ENTERPRISE PRODS PARTNERS L38.7K shares2.97%2025-12-312026-02-17

CART MAPLEBEAR INC27.5K shares0.16%2025-12-312026-02-17

ALL ALLSTATE CORP5.9K shares-38.99%2025-12-312026-02-17

EEM ISHARES TR22.5K shares-4.72%2025-12-312026-02-17

COF CAPITAL ONE FINL CORP5.0K shares-68.88%2025-12-312026-02-17

HON HONEYWELL INTL INC6.2K shares-53.25%2025-12-312026-02-17

VONV VANGUARD SCOTTSDALE FDS12.9K shares1.45%2025-12-312026-02-17

FALN ISHARES TR43.6K shares-55.60%2025-12-312026-02-17

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DHR DANAHER CORPORATION5.2K shares-57.60%2025-12-312026-02-17

MEDTRONIC PLC MEDTRONIC PLC12.3K shares-29.56%2025-12-312026-02-17

INTC INTEL CORP31.5K shares-62.12%2025-12-312026-02-17

SPGI S&P GLOBAL INC2.2K shares-60.91%2025-12-312026-02-17

WEC ENERGY GROUP INC WEC ENERGY GROUP INC10.8K shares-38.04%2025-12-312026-02-17

AON PLC AON PLC3.2K shares-38.75%2025-12-312026-02-17

QCOM QUALCOMM INC6.5K shares-60.09%2025-12-312026-02-17

IYH ISHARES TR17.0K shares-4.23%2025-12-312026-02-17

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CLOA BLACKROCK ETF TRUST II21.2K shares155.26%2025-12-312026-02-17

SPOT SPOTIFY TECHNOLOGY S A1.9K shares94.54%2025-12-312026-02-17

TSM TAIWAN SEMICONDUCTOR MFG LTD3.6K shares-26.48%2025-12-312026-02-17

ADBE ADOBE INC3.1K shares-52.39%2025-12-312026-02-17

IWS ISHARES TR7.6K shares-1.61%2025-12-312026-02-17

MSM MSC INDL DIRECT INC12.6K sharesnew addition2025-12-312026-02-17

VYM VANGUARD WHITEHALL FDS7.3K shares-8.81%2025-12-312026-02-17

UNP UNION PAC CORP4.5K shares-55.43%2025-12-312026-02-17

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BLACKSTONE INC BLACKSTONE INC6.8K shares-51.91%2025-12-312026-02-17

GBTC GRAYSCALE BITCOIN TRUST ETF15.2K shares0.72%2025-12-312026-02-17

ADI ANALOG DEVICES INC3.8K shares-56.27%2025-12-312026-02-17

T AT&T INC41.1K shares-59.07%2025-12-312026-02-17

USIG ISHARES TR19.6K shares11.10%2025-12-312026-02-17

ACM AECOM10.6K shares-6.51%2025-12-312026-02-17

VTV VANGUARD INDEX FDS5.3K shares-7.24%2025-12-312026-02-17

IXUS ISHARES TR11.9K shares9.64%2025-12-312026-02-17

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CTAS CINTAS CORP5.3K shares-41.55%2025-12-312026-02-17

SCHG SCHWAB STRATEGIC TR30.4K shares-9.92%2025-12-312026-02-17

CPS COOPER STD HLDGS INC30.0K sharesnew addition2025-12-312026-02-17

DIVB ISHARES TR18.5K shares1.23%2025-12-312026-02-17

SOFI SOFI TECHNOLOGIES INC37.5K shares11.25%2025-12-312026-02-17

SHOP SHOPIFY INC6.1K shares-22.52%2025-12-312026-02-17

VV VANGUARD INDEX FDS3.1K shares46.38%2025-12-312026-02-17

ONON ON HLDG AG20.8K shares299.54%2025-12-312026-02-17

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AMGN AMGEN INC2.9K shares-64.95%2025-12-312026-02-17

IWO ISHARES TR2.9K shares-2.32%2025-12-312026-02-17

TRV TRAVELERS COMPANIES INC3.2K shares-40.17%2025-12-312026-02-17

BKNG BOOKING HOLDINGS INC172 shares-70.14%2025-12-312026-02-17

DFUS DIMENSIONAL ETF TRUST12.3K shares10.96%2025-12-312026-02-17

IWN ISHARES TR5.0K shares27.81%2025-12-312026-02-17

XEL XCEL ENERGY INC12.2K shares-38.46%2025-12-312026-02-17

CITIGROUP INC CITIGROUP INC7.7K shares-67.61%2025-12-312026-02-17

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COP CONOCOPHILLIPS9.5K shares-48.78%2025-12-312026-02-17

VTIP VANGUARD MALVERN FDS18.0K shares-67.46%2025-12-312026-02-17

NEE NEXTERA ENERGY INC10.9K shares-65.68%2025-12-312026-02-17

TT TRANE TECHNOLOGIES PLC2.2K shares2.09%2025-12-312026-02-17

ISRG INTUITIVE SURGICAL INC1.5K shares-64.93%2025-12-312026-02-17

FNDF SCHWAB STRATEGIC TR18.9K shares14.52%2025-12-312026-02-17

MGEE MGE ENERGY INC10.9K shares-2.27%2025-12-312026-02-17

NULV NUSHARES ETF TR18.9K shares-0.13%2025-12-312026-02-17

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L LOEWS CORP8.1K shares58.65%2025-12-312026-02-17

DFUV DIMENSIONAL ETF TRUST18.1K shares30.52%2025-12-312026-02-17

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II11.7K shares44.10%2025-12-312026-02-17

QDEL QUIDELORTHO CORP28.9K shares-0.14%2025-12-312026-02-17

BLACKROCK INC BLACKROCK INC748 shares-62.84%2025-12-312026-02-17

DAL DELTA AIR LINES INC DEL11.4K shares-53.04%2025-12-312026-02-17

O REALTY INCOME CORP13.8K shares-52.40%2025-12-312026-02-17

AIZ ASSURANT INC3.2K shares-18.58%2025-12-312026-02-17

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SCHW SCHWAB CHARLES CORP7.7K shares-47.75%2025-12-312026-02-17

CEG CONSTELLATION ENERGY CORP2.2K shares-53.87%2025-12-312026-02-17

APG API GROUP CORP20.0K shares13.97%2025-12-312026-02-17

PANW PALO ALTO NETWORKS INC4.1K shares-63.83%2025-12-312026-02-17

SCHB SCHWAB STRATEGIC TR28.6K shares42.43%2025-12-312026-02-17

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW6.3K shares-50.08%2025-12-312026-02-17

PSX PHILLIPS 665.7K shares-39.79%2025-12-312026-02-17

THE CIGNA GROUP THE CIGNA GROUP2.7K shares-43.08%2025-12-312026-02-17

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NKE NIKE INC11.5K shares-46.73%2025-12-312026-02-17

IHI ISHARES TR11.7K shares0.00%2025-12-312026-02-17

VOT VANGUARD INDEX FDS2.6K shares28.16%2025-12-312026-02-17

TMUS T-MOBILE US INC3.5K shares-56.46%2025-12-312026-02-17

ECL ECOLAB INC2.7K shares-60.78%2025-12-312026-02-17

XJH ISHARES TR15.5K shares2.42%2025-12-312026-02-17

EMR EMERSON ELEC CO5.2K shares-45.55%2025-12-312026-02-17

JPIE J P MORGAN EXCHANGE TRADED F14.9K shares1.67%2025-12-312026-02-17

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WM WASTE MGMT INC DEL3.1K shares-53.11%2025-12-312026-02-17

PKW INVESCO EXCHANGE TRADED FD T5.0K shares-0.02%2025-12-312026-02-17

OTTR OTTER TAIL CORP8.2K shares-0.42%2025-12-312026-02-17

PCG PG&E CORP41.7K shares-55.40%2025-12-312026-02-17

IDXX IDEXX LABS INC981 shares-53.37%2025-12-312026-02-17

CL COLGATE PALMOLIVE CO8.4K shares-45.11%2025-12-312026-02-17

SMH VANECK ETF TRUST1.8K sharesnew addition2025-12-312026-02-17

SRE SEMPRA7.4K shares-42.24%2025-12-312026-02-17

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GGG GRACO INC7.9K shares-12.61%2025-12-312026-02-17

APH AMPHENOL CORP NEW4.7K shares-79.37%2025-12-312026-02-17

BBAR BANCO BBVA ARGENTINA S A35.0K shares0.00%2025-12-312026-02-17

MSI MOTOROLA SOLUTIONS INC1.6K shares-56.75%2025-12-312026-02-17

SCHE SCHWAB STRATEGIC TR18.5K sharesnew addition2025-12-312026-02-17

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.2K shares-33.99%2025-12-312026-02-17

LINDE PLC LINDE PLC1.4K shares-76.26%2025-12-312026-02-17

VCR VANGUARD WORLD FD1.5K sharesnew addition2025-12-312026-02-17

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NFRA FLEXSHARES TR9.9K shares0.00%2025-12-312026-02-17

DGRW WISDOMTREE TR6.7K shares-15.16%2025-12-312026-02-17

HDV ISHARES TR4.9K shares0.00%2025-12-312026-02-17

NDAQ NASDAQ INC6.1K shares-58.87%2025-12-312026-02-17

KMB KIMBERLY-CLARK CORP5.9K shares-28.44%2025-12-312026-02-17

SHV ISHARES TR5.3K shares16.10%2025-12-312026-02-17

SPYD SPDR SERIES TRUST13.6K shares0.21%2025-12-312026-02-17

VPL VANGUARD INTL EQUITY INDEX F6.4K sharesnew addition2025-12-312026-02-17

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IGM ISHARES TR4.4K shares79.82%2025-12-312026-02-17

ASML ASML HOLDING N V530 shares-21.71%2025-12-312026-02-17

CMC COMMERCIAL METALS CO8.2K shares6.41%2025-12-312026-02-17

CGW INVESCO EXCH TRADED FD TR II8.9K shares98.66%2025-12-312026-02-17

SCHR SCHWAB STRATEGIC TR22.3K shares179.66%2025-12-312026-02-17

VEU VANGUARD INTL EQUITY INDEX F7.6K shares-4.71%2025-12-312026-02-17

NIC NICOLET BANKSHARES INC4.5K shares2.70%2025-12-312026-02-17

INSM INSMED INC3.1K sharesnew addition2025-12-312026-02-17

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BMA BANCO MACRO SA6.0K shares0.00%2025-12-312026-02-17

IQLT ISHARES TR11.7K shares70.47%2025-12-312026-02-17

SCHV SCHWAB STRATEGIC TR17.9K shares0.12%2025-12-312026-02-17

VBK VANGUARD INDEX FDS1.8K shares36.39%2025-12-312026-02-17

EATON CORP PLC EATON CORP PLC1.7K shares-72.37%2025-12-312026-02-17

UBER UBER TECHNOLOGIES INC6.4K shares-79.63%2025-12-312026-02-17

MGK VANGUARD WORLD FD1.3K shares79.07%2025-12-312026-02-17

PFE PFIZER INC20.8K shares-72.76%2025-12-312026-02-17

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MGC VANGUARD WORLD FD2.0K shares59.69%2025-12-312026-02-17

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.5K shares-70.89%2025-12-312026-02-17

MUB ISHARES TR4.6K shares57.61%2025-12-312026-02-17

TXN TEXAS INSTRS INC2.9K shares-68.07%2025-12-312026-02-17

VRTX VERTEX PHARMACEUTICALS INC1.1K shares-68.57%2025-12-312026-02-17

GAB GABELLI EQUITY TR INC79.7K shares-3.35%2025-12-312026-02-17

VOE VANGUARD INDEX FDS2.8K shares-0.22%2025-12-312026-02-17

DXPE DXP ENTERPRISES INC4.4K shares-1.84%2025-12-312026-02-17

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MELI MERCADOLIBRE INC240 shares-5.14%2025-12-312026-02-17

AJG GALLAGHER ARTHUR J & CO1.9K shares-41.46%2025-12-312026-02-17

CELC CELCUITY INC4.9K shares-18.47%2025-12-312026-02-17

FSK FS KKR CAP CORP32.7K shares-2.81%2025-12-312026-02-17

INTU INTUIT728 shares-84.27%2025-12-312026-02-17

IYF ISHARES TR3.7K shares-0.03%2025-12-312026-02-17

GBIL GOLDMAN SACHS ETF TR4.8K sharesnew addition2025-12-312026-02-17

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC5.6K shares-2.18%2025-12-312026-02-17

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HEDJ WISDOMTREE TR8.9K sharesnew addition2025-12-312026-02-17

PLD PROLOGIS INC.3.7K shares-68.45%2025-12-312026-02-17

LH LABCORP HOLDINGS INC1.9K shares-33.96%2025-12-312026-02-17

ARISTA NETWORKS INC ARISTA NETWORKS INC3.6K shares-82.15%2025-12-312026-02-17

ADP AUTOMATIC DATA PROCESSING IN1.8K shares-57.20%2025-12-312026-02-17

IGOV ISHARES TR11.2K sharesnew addition2025-12-312026-02-17

BALI BLACKROCK ETF TRUST14.6K shares34.93%2025-12-312026-02-17

CMI CUMMINS INC905 shares-57.51%2025-12-312026-02-17

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MMC MARSH & MCLENNAN COS INC2.5K shares-67.14%2025-12-312026-02-17

CMCSA COMCAST CORP NEW17.8K shares-58.60%2025-12-312026-02-17

AMT AMERICAN TOWER CORP NEW2.7K shares-65.16%2025-12-312026-02-17

J JACOBS SOLUTIONS INC3.4K shares-35.15%2025-12-312026-02-17

GPK GRAPHIC PACKAGING HLDG CO29.9K shares-11.32%2025-12-312026-02-17

CME CME GROUP INC1.6K shares-48.28%2025-12-312026-02-17

MU MICRON TECHNOLOGY INC1.6K shares-90.30%2025-12-312026-02-17

EMLC VANECK ETF TRUST17.2K sharesnew addition2025-12-312026-02-17

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ROST ROSS STORES INC2.5K shares-71.39%2025-12-312026-02-17

FLEX FLEX LTD7.3K shares-10.08%2025-12-312026-02-17

MAR MARRIOTT INTL INC NEW1.4K shares-70.25%2025-12-312026-02-17

PWB INVESCO EXCHANGE TRADED FD T3.4K shares0.00%2025-12-312026-02-17

CARR CARRIER GLOBAL CORPORATION8.1K shares-44.98%2025-12-312026-02-17

BABA ALIBABA GROUP HLDG LTD2.9K shares0.73%2025-12-312026-02-17

SHW SHERWIN WILLIAMS CO1.3K shares-68.31%2025-12-312026-02-17

CRH PLC CRH PLC3.4K shares35.20%2025-12-312026-02-17

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STPZ PIMCO ETF TR7.8K sharesnew addition2025-12-312026-02-17

MPC MARATHON PETE CORP2.6K shares-70.39%2025-12-312026-02-17

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.5K shares-68.73%2025-12-312026-02-17

XYZ BLOCK INC6.3K shares-31.67%2025-12-312026-02-17

PHO INVESCO EXCHANGE TRADED FD T5.8K shares9.33%2025-12-312026-02-17

ROK ROCKWELL AUTOMATION INC1.1K shares1.25%2025-12-312026-02-17

EMHY ISHARES INC10.1K shares-54.64%2025-12-312026-02-17

TTWO TAKE-TWO INTERACTIVE SOFTWAR1.6K shares-38.09%2025-12-312026-02-17

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UNM UNUM GROUP5.2K shares-38.01%2025-12-312026-02-17

SHEL SHELL PLC5.5K sharesnew addition2025-12-312026-02-17

SPYX SPDR SERIES TRUST7.2K shares0.00%2025-12-312026-02-17

FCX FREEPORT-MCMORAN INC7.9K shares-75.21%2025-12-312026-02-17

CB CHUBB LIMITED1.3K shares-80.12%2025-12-312026-02-17

TSN TYSON FOODS INC6.8K shares-75.06%2025-12-312026-02-17

ROCKET LAB CORP ROCKET LAB CORP5.7K shares1.98%2025-12-312026-02-17

SNOW SNOWFLAKE INC1.8K shares-66.42%2025-12-312026-02-17

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ET ENERGY TRANSFER L P23.8K shares-42.46%2025-12-312026-02-17

IWV ISHARES TR1.0K shares-10.71%2025-12-312026-02-17

CMG CHIPOTLE MEXICAN GRILL INC10.4K shares-41.30%2025-12-312026-02-17

XLP SELECT SECTOR SPDR TR4.9K shares31.41%2025-12-312026-02-17

GIB CGI INC4.1K shares0.00%2025-12-312026-02-17

ICE INTERCONTINENTAL EXCHANGE IN2.3K shares-75.71%2025-12-312026-02-17

SCHD SCHWAB STRATEGIC TR13.7K shares-1.27%2025-12-312026-02-17

PAYX PAYCHEX INC3.4K shares-38.24%2025-12-312026-02-17

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QAI NEW YORK LIFE INVESTMENTS ET11.2K shares1.50%2025-12-312026-02-17

WPM WHEATON PRECIOUS METALS CORP3.2K shares59.08%2025-12-312026-02-17

BK BANK NEW YORK MELLON CORP3.2K shares-71.65%2025-12-312026-02-17

WBS WEBSTER FINL CORP6.0K shares-50.76%2025-12-312026-02-17

WAT WATERS CORP984 shares3.58%2025-12-312026-02-17

RSPT INVESCO EXCHANGE TRADED FD T8.2K shares-5.49%2025-12-312026-02-17

ARCC ARES CAPITAL CORP18.3K shares1.91%2025-12-312026-02-17

OTIS OTIS WORLDWIDE CORP4.2K shares-60.39%2025-12-312026-02-17

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LRGF ISHARES TR5.2K shares-0.02%2025-12-312026-02-17

FNDA SCHWAB STRATEGIC TR11.5K shares67.66%2025-12-312026-02-17

LBRDK LIBERTY BROADBAND CORP7.5K shares31.09%2025-12-312026-02-17

XMMO INVESCO EXCHANGE TRADED FD T2.6K shares-0.04%2025-12-312026-02-17

PINS PINTEREST INC13.6K shares-36.29%2025-12-312026-02-17

SONY SONY GROUP CORP13.7K shares80.56%2025-12-312026-02-17

GWW WW GRAINGER INC345 shares-53.82%2025-12-312026-02-17

XLSR SSGA ACTIVE TR5.5K shares-19.30%2025-12-312026-02-17

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ARKB ARK 21SHARES BITCOIN ETF11.9K shares0.00%2025-12-312026-02-17

CVNA CARVANA CO815 sharesnew addition2025-12-312026-02-17

AFG AMERICAN FINL GROUP INC OHIO2.5K shares-38.10%2025-12-312026-02-17

VDC VANGUARD WORLD FD1.6K shares18.57%2025-12-312026-02-17

BMY BRISTOL-MYERS SQUIBB CO6.3K shares-80.83%2025-12-312026-02-17

SJM SMUCKER J M CO3.5K shares47.52%2025-12-312026-02-17

NSC NORFOLK SOUTHN CORP1.2K shares-65.64%2025-12-312026-02-17

BEN FRANKLIN RESOURCES INC14.1K shares-15.33%2025-12-312026-02-17

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FEZ SPDR INDEX SHS FDS5.2K shares-53.70%2025-12-312026-02-17

MCO MOODYS CORP649 shares-73.98%2025-12-312026-02-17

TJX TJX COS INC NEW2.2K shares-87.87%2025-12-312026-02-17

PSA PUBLIC STORAGE OPER CO1.3K shares-69.91%2025-12-312026-02-17

VONG VANGUARD SCOTTSDALE FDS2.7K shares-7.66%2025-12-312026-02-17

RH RH1.8K shares-4.47%2025-12-312026-02-17

GGAL GRUPO FINANCIERO GALICIA S.A6.1K sharesnew addition2025-12-312026-02-17

FLMI FRANKLIN TEMPLETON ETF TR13.1K sharesnew addition2025-12-312026-02-17

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IJS ISHARES TR2.9K shares0.00%2025-12-312026-02-17

VRT VERTIV HOLDINGS CO2.0K shares-38.23%2025-12-312026-02-17

NVS NOVARTIS AG2.4K shares23.00%2025-12-312026-02-17

D DOMINION ENERGY INC5.5K shares-66.08%2025-12-312026-02-17

SPMD SPDR SERIES TRUST5.5K shares-6.59%2025-12-312026-02-17

IYM ISHARES TR2.1K shares-0.05%2025-12-312026-02-17

ZTS ZOETIS INC2.5K shares-68.98%2025-12-312026-02-17

DFAS DIMENSIONAL ETF TRUST4.5K shares13.75%2025-12-312026-02-17

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GILD GILEAD SCIENCES INC2.6K shares-83.62%2025-12-312026-02-17

BOKF BOK FINL CORP2.7K shares-0.34%2025-12-312026-02-17

NVO NOVO-NORDISK A S6.2K shares15.95%2025-12-312026-02-17

SPGP INVESCO EXCHANGE TRADED FD T2.8K sharesnew addition2025-12-312026-02-17

SPG SIMON PPTY GROUP INC NEW1.7K shares-65.49%2025-12-312026-02-17

DIA SPDR DOW JONES INDL AVERAGE640 shares-40.58%2025-12-312026-02-17

JEPI J P MORGAN EXCHANGE TRADED F5.4K shares-16.34%2025-12-312026-02-17

PRU PRUDENTIAL FINL INC2.7K shares-63.14%2025-12-312026-02-17

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APD AIR PRODS & CHEMS INC1.2K shares-63.74%2025-12-312026-02-17

AVUS AMERICAN CENTY ETF TR2.7K shares0.00%2025-12-312026-02-17

BAX BAXTER INTL INC15.6K shares-19.38%2025-12-312026-02-17

CDNS CADENCE DESIGN SYSTEM INC952 shares-76.57%2025-12-312026-02-17

FTEC FIDELITY COVINGTON TRUST1.3K sharesnew addition2025-12-312026-02-17

ASTS AST SPACEMOBILE INC4.1K sharesnew addition2025-12-312026-02-17

FDL FIRST TR EXCHANGE-TRADED FD6.6K shares-11.99%2025-12-312026-02-17

AIG AMERICAN INTL GROUP INC3.4K shares-71.54%2025-12-312026-02-17

Sponsored

RGLD ROYAL GOLD INC1.3K shares-35.43%2025-12-312026-02-17

ES EVERSOURCE ENERGY4.3K shares-62.64%2025-12-312026-02-17

SHY ISHARES TR3.5K shares-10.18%2025-12-312026-02-17

PWZ INVESCO EXCH TRADED FD TR II12.0K shares0.00%2025-12-312026-02-17

CENCORA INC CENCORA INC857 shares-72.87%2025-12-312026-02-17

GM GENERAL MTRS CO3.5K shares-86.79%2025-12-312026-02-17

DON WISDOMTREE TR5.6K shares-3.39%2025-12-312026-02-17

EWU ISHARES TR6.5K sharesnew addition2025-12-312026-02-17

Sponsored

CR CRANE COMPANY1.6K shares-29.27%2025-12-312026-02-17

JPIN J P MORGAN EXCHANGE TRADED F4.2K shares0.00%2025-12-312026-02-17

HYDB ISHARES TR6.0K shares-49.49%2025-12-312026-02-17

DIAL COLUMBIA ETF TR I15.4K shares0.00%2025-12-312026-02-17

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.2K shares-52.08%2025-12-312026-02-17

CVS CVS HEALTH CORP3.5K shares-75.69%2025-12-312026-02-17

HP INC HP INC12.7K shares-17.79%2025-12-312026-02-17

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL2.8K shares-26.81%2025-12-312026-02-17

Sponsored

HPE HEWLETT PACKARD ENTERPRISE C11.6K shares-3.88%2025-12-312026-02-17

ACWV ISHARES INC2.3K sharesnew addition2025-12-312026-02-17

JCI JOHNSON CTLS INTL PLC2.3K shares-82.32%2025-12-312026-02-17

NVT NVENT ELECTRIC PLC2.6K shares-53.08%2025-12-312026-02-17

JMTG

J P MORGAN EXCHANGE TRADED F

9.51%

Shares9.1M

Event2025-12-31

Filed2026-02-17

VANGUARD INDEX FDS

18.37%

Shares554.4K

Event2025-12-31

Filed2026-02-17

SPYM

SPDR SERIES TRUST

3.02%

Shares3.8M

Event2025-12-31

Filed2026-02-17

VGSH

VANGUARD SCOTTSDALE FDS

7.78%

Shares4.7M

Event2025-12-31

Filed2026-02-17

SPYV

SPDR SERIES TRUST

-0.44%

Shares4.4M

Event2025-12-31

Filed2026-02-17

INVESCO QQQ TR

23.18%

Shares375.5K

Event2025-12-31

Filed2026-02-17

SPYG

SPDR SERIES TRUST

-1.77%

Shares2.1M

Event2025-12-31

Filed2026-02-17

SGOV

ISHARES TR

7.30%

Shares2.0M

Event2025-12-31

Filed2026-02-17

AAPL

APPLE INC

-14.29%

Shares730.9K

Event2025-12-31

Filed2026-02-17

SPY

SPDR S&P 500 ETF TR

-4.78%

Shares290.0K

Event2025-12-31

Filed2026-02-17

HEFA

ISHARES TR

51.21%

Shares2.7M

Event2025-12-31

Filed2026-02-17

IWB

ISHARES TR

270.48%

Shares298.8K

Event2025-12-31

Filed2026-02-17

MDYV

SPDR SERIES TRUST

-1.28%

Shares1.3M

Event2025-12-31

Filed2026-02-17

MDYG

SPDR SERIES TRUST

-0.28%

Shares1.1M

Event2025-12-31

Filed2026-02-17

IGF

ISHARES TR

New

Shares1.4M

Event2025-12-31

Filed2026-02-17

ROUS

LATTICE STRATEGIES TR

-18.33%

Shares1.3M

Event2025-12-31

Filed2026-02-17

MSFT

MICROSOFT CORP

-14.86%

Shares148.7K

Event2025-12-31

Filed2026-02-17

SLYV

SPDR SERIES TRUST

-0.83%

Shares781.7K

Event2025-12-31

Filed2026-02-17

IWR

ISHARES TR

34.76%

Shares718.9K

Event2025-12-31

Filed2026-02-17

EFA

ISHARES TR

119.68%

Shares682.8K

Event2025-12-31

Filed2026-02-17

SLYG

SPDR SERIES TRUST

0.02%

Shares660.4K

Event2025-12-31

Filed2026-02-17

JMST

J P MORGAN EXCHANGE TRADED F

14.23%

Shares1.2M

Event2025-12-31

Filed2026-02-17

NVDA

NVIDIA CORPORATION

-41.93%

Shares322.7K

Event2025-12-31

Filed2026-02-17

IEMG

ISHARES INC

49.72%

Shares849.7K

Event2025-12-31

Filed2026-02-17

IUSB

ISHARES TR

30.87%

Shares1.2M

Event2025-12-31

Filed2026-02-17

SPEM

SPDR INDEX SHS FDS

1.87%

Shares1.1M

Event2025-12-31

Filed2026-02-17

IWF

ISHARES TR

-10.36%

Shares99.4K

Event2025-12-31

Filed2026-02-17

IWM

ISHARES TR

1250.82%

Shares190.5K

Event2025-12-31

Filed2026-02-17

VMBS

VANGUARD SCOTTSDALE FDS

229.67%

Shares957.7K

Event2025-12-31

Filed2026-02-17

MBB

ISHARES TR

49.36%

Shares455.9K

Event2025-12-31

Filed2026-02-17

BUFR

FIRST TR EXCHNG TRADED FD VI

26.47%

Shares1.2M

Event2025-12-31

Filed2026-02-17

IEF

ISHARES TR

3190.55%

Shares408.2K

Event2025-12-31

Filed2026-02-17

DYNF

BLACKROCK ETF TRUST

32.89%

Shares573.1K

Event2025-12-31

Filed2026-02-17

IVE

ISHARES TR

63.63%

Shares163.5K

Event2025-12-31

Filed2026-02-17

IJR

ISHARES TR

26.10%

Shares277.6K

Event2025-12-31

Filed2026-02-17

TAFM

AB ACTIVE ETFS INC

-5.01%

Shares1.3M

Event2025-12-31

Filed2026-02-17

SPTI

SPDR SERIES TRUST

22.77%

Shares1.1M

Event2025-12-31

Filed2026-02-17

PGR

PROGRESSIVE CORP

-16.47%

Shares134.3K

Event2025-12-31

Filed2026-02-17

AGG

ISHARES TR

4830.60%

Shares303.7K

Event2025-12-31

Filed2026-02-17

VYMI

VANGUARD WHITEHALL FDS

21.51%

Shares335.7K

Event2025-12-31

Filed2026-02-17

PHILIP MORRIS INTL INC

-5.25%

Shares180.2K

Event2025-12-31

Filed2026-02-17

VEA

VANGUARD TAX-MANAGED FDS

272.35%

Shares461.8K

Event2025-12-31

Filed2026-02-17

MDLZ

MONDELEZ INTL INC

-2.39%

Shares518.1K

Event2025-12-31

Filed2026-02-17

VTI

VANGUARD INDEX FDS

32.92%

Shares83.1K

Event2025-12-31

Filed2026-02-17

SCHZ

SCHWAB STRATEGIC TR

26.74%

Shares1.2M

Event2025-12-31

Filed2026-02-17

BDYN

BLACKROCK ETF TRUST

25.28%

Shares1.1M

Event2025-12-31

Filed2026-02-17

QQQM

INVESCO EXCH TRADED FD TR II

3190.70%

Shares107.9K

Event2025-12-31

Filed2026-02-17

AMZN

AMAZON COM INC

-42.06%

Shares113.3K

Event2025-12-31

Filed2026-02-17

OEF

ISHARES TR

43.19%

Shares70.6K

Event2025-12-31

Filed2026-02-17

VWO

VANGUARD INTL EQUITY INDEX F

21.67%

Shares445.8K

Event2025-12-31

Filed2026-02-17

PROCTER AND GAMBLE CO

-7.24%

Shares163.3K

Event2025-12-31

Filed2026-02-17

STIP

ISHARES TR

New

Shares219.6K

Event2025-12-31

Filed2026-02-17

BIL

SPDR SERIES TRUST

-10.28%

Shares236.5K

Event2025-12-31

Filed2026-02-17

BERKSHIRE HATHAWAY INC DEL

-25.01%

Shares41.7K

Event2025-12-31

Filed2026-02-17

ALPHABET INC

-55.92%

Shares65.8K

Event2025-12-31

Filed2026-02-17

SPHQ

INVESCO EXCHANGE TRADED FD T

-29.04%

Shares273.6K

Event2025-12-31

Filed2026-02-17

ALPHABET INC

-19.77%

Shares62.3K

Event2025-12-31

Filed2026-02-17

IVV

ISHARES TR

14.41%

Shares28.1K

Event2025-12-31

Filed2026-02-17

TSLA

TESLA INC

-40.66%

Shares42.5K

Event2025-12-31

Filed2026-02-17

XLK

SELECT SECTOR SPDR TR

267.19%

Shares125.4K

Event2025-12-31

Filed2026-02-17

BINC

BLACKROCK ETF TRUST II

54.76%

Shares338.4K

Event2025-12-31

Filed2026-02-17

JPM

JPMORGAN CHASE & CO.

-35.26%

Shares48.6K

Event2025-12-31

Filed2026-02-17

ABBV

ABBVIE INC

-23.11%

Shares63.9K

Event2025-12-31

Filed2026-02-17

MTUM

ISHARES TR

60.13%

Shares57.7K

Event2025-12-31

Filed2026-02-17

VANGUARD INDEX FDS

2048.97%

Shares54.0K

Event2025-12-31

Filed2026-02-17

VGLT

VANGUARD SCOTTSDALE FDS

4.28%

Shares233.1K

Event2025-12-31

Filed2026-02-17

XLF

SELECT SECTOR SPDR TR

52.21%

Shares229.9K

Event2025-12-31

Filed2026-02-17

IWP

ISHARES TR

-2.08%

Shares90.6K

Event2025-12-31

Filed2026-02-17

BAI

BLACKROCK ETF TRUST

114.96%

Shares354.5K

Event2025-12-31

Filed2026-02-17

ALTRIA GROUP INC

-4.91%

Shares204.4K

Event2025-12-31

Filed2026-02-17

VCSH

VANGUARD SCOTTSDALE FDS

New

Shares146.5K

Event2025-12-31

Filed2026-02-17

SCHX

SCHWAB STRATEGIC TR

3.54%

Shares425.9K

Event2025-12-31

Filed2026-02-17

HYLB

DBX ETF TR

88.89%

Shares307.7K

Event2025-12-31

Filed2026-02-17

VIG

VANGUARD SPECIALIZED FUNDS

2.79%

Shares51.4K

Event2025-12-31

Filed2026-02-17

KDP

KEURIG DR PEPPER INC

-3.09%

Shares400.5K

Event2025-12-31

Filed2026-02-17

META

META PLATFORMS INC

-57.27%

Shares16.8K

Event2025-12-31

Filed2026-02-17

UPS

UNITED PARCEL SERVICE INC

217.26%

Shares107.1K

Event2025-12-31

Filed2026-02-17

BDVL

BLACKROCK ETF TRUST

35.01%

Shares426.7K

Event2025-12-31

Filed2026-02-17

IGIB

ISHARES TR

28.98%

Shares190.9K

Event2025-12-31

Filed2026-02-17

ESGU

ISHARES TR

New

Shares68.7K

Event2025-12-31

Filed2026-02-17

ISHARES GOLD TR

30.21%

Shares125.0K

Event2025-12-31

Filed2026-02-17

IWD

ISHARES TR

22.89%

Shares45.8K

Event2025-12-31

Filed2026-02-17

VNQ

VANGUARD INDEX FDS

774.81%

Shares108.8K

Event2025-12-31

Filed2026-02-17

BNDX

VANGUARD CHARLOTTE FDS

30.82%

Shares197.3K

Event2025-12-31

Filed2026-02-17

BROADCOM INC

-61.51%

Shares26.8K

Event2025-12-31

Filed2026-02-17

VGT

VANGUARD WORLD FD

15.49%

Shares12.3K

Event2025-12-31

Filed2026-02-17

VISA INC

-38.57%

Shares25.9K

Event2025-12-31

Filed2026-02-17

SOXQ

INVESCO EXCH TRADED FD TR II

22.97%

Shares161.8K

Event2025-12-31

Filed2026-02-17

IGEB

ISHARES TR

12.14%

Shares193.1K

Event2025-12-31

Filed2026-02-17

IEUR

ISHARES TR

29.20%

Shares118.2K

Event2025-12-31

Filed2026-02-17

IVW

ISHARES TR

6.28%

Shares64.2K

Event2025-12-31

Filed2026-02-17

VUG

VANGUARD INDEX FDS

2.91%

Shares15.0K

Event2025-12-31

Filed2026-02-17

LLY

ELI LILLY & CO

-56.49%

Shares6.7K

Event2025-12-31

Filed2026-02-17

VCIT

VANGUARD SCOTTSDALE FDS

New

Shares83.6K

Event2025-12-31

Filed2026-02-17

AMP

AMERIPRISE FINL INC

-4.83%

Shares14.2K

Event2025-12-31

Filed2026-02-17

ORCL

ORACLE CORP

-19.93%

Shares35.7K

Event2025-12-31

Filed2026-02-17

EFV

ISHARES TR

-1.05%

Shares96.9K

Event2025-12-31

Filed2026-02-17

ITA

ISHARES TR

97.02%

Shares31.6K

Event2025-12-31

Filed2026-02-17

JNJ

JOHNSON & JOHNSON

-33.54%

Shares32.5K

Event2025-12-31

Filed2026-02-17

CVX

CHEVRON CORP NEW

-17.86%

Shares43.8K

Event2025-12-31

Filed2026-02-17

MCD

MCDONALDS CORP

-20.63%

Shares21.5K

Event2025-12-31

Filed2026-02-17

EFG

ISHARES TR

-32.39%

Shares56.3K

Event2025-12-31

Filed2026-02-17

XLI

SELECT SECTOR SPDR TR

46.45%

Shares41.0K

Event2025-12-31

Filed2026-02-17

ESML

ISHARES TR

1365.13%

Shares137.0K

Event2025-12-31

Filed2026-02-17

ARTY

ISHARES TR

25.18%

Shares130.1K

Event2025-12-31

Filed2026-02-17

COST

COSTCO WHSL CORP NEW

-38.67%

Shares7.2K

Event2025-12-31

Filed2026-02-17

ESGD

ISHARES TR

229.86%

Shares64.6K

Event2025-12-31

Filed2026-02-17

XOM

EXXON MOBIL CORP

-34.73%

Shares49.6K

Event2025-12-31

Filed2026-02-17

SCHK

SCHWAB STRATEGIC TR

167.87%

Shares179.2K

Event2025-12-31

Filed2026-02-17

TECB

ISHARES TR

26.08%

Shares95.2K

Event2025-12-31

Filed2026-02-17

XLV

SELECT SECTOR SPDR TR

71.23%

Shares36.6K

Event2025-12-31

Filed2026-02-17

EMXC

ISHARES INC

0.79%

Shares77.9K

Event2025-12-31

Filed2026-02-17

PLTR

PALANTIR TECHNOLOGIES INC

-36.01%

Shares31.7K

Event2025-12-31

Filed2026-02-17

KHC

KRAFT HEINZ CO

-2.19%

Shares229.7K

Event2025-12-31

Filed2026-02-17

AXP

AMERICAN EXPRESS CO

-33.52%

Shares14.4K

Event2025-12-31

Filed2026-02-17

IBM

INTERNATIONAL BUSINESS MACHS

-31.45%

Shares17.7K

Event2025-12-31

Filed2026-02-17

NFLX

NETFLIX INC

457.34%

Shares55.0K

Event2025-12-31

Filed2026-02-17

WFC

WELLS FARGO CO NEW

-38.83%

Shares54.0K

Event2025-12-31

Filed2026-02-17

CAT

CATERPILLAR INC

-30.27%

Shares8.7K

Event2025-12-31

Filed2026-02-17

IEFA

ISHARES TR

11.26%

Shares55.1K

Event2025-12-31

Filed2026-02-17

ABT

ABBOTT LABS

-29.23%

Shares38.8K

Event2025-12-31

Filed2026-02-17

SPBO

SPDR SERIES TRUST

19.90%

Shares164.0K

Event2025-12-31

Filed2026-02-17

IYW

ISHARES TR

-46.76%

Shares24.1K

Event2025-12-31

Filed2026-02-17

VEEV

VEEVA SYS INC

751.03%

Shares21.5K

Event2025-12-31

Filed2026-02-17

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares6

Event2025-12-31

Filed2026-02-17

SYK

STRYKER CORPORATION

-26.59%

Shares12.8K

Event2025-12-31

Filed2026-02-17

VXF

VANGUARD INDEX FDS

6.88%

Shares21.3K

Event2025-12-31

Filed2026-02-17

DFAC

DIMENSIONAL ETF TRUST

303.00%

Shares112.3K

Event2025-12-31

Filed2026-02-17

AMD

ADVANCED MICRO DEVICES INC

-42.00%

Shares20.6K

Event2025-12-31

Filed2026-02-17

WMT

WALMART INC

-51.27%

Shares39.3K

Event2025-12-31

Filed2026-02-17

BAC

BANK AMERICA CORP

-40.52%

Shares79.0K

Event2025-12-31

Filed2026-02-17

SDY

SPDR SERIES TRUST

1.22%

Shares30.2K

Event2025-12-31

Filed2026-02-17

EAGG

ISHARES TR

New

Shares87.6K

Event2025-12-31

Filed2026-02-17

EMB

ISHARES TR

49.90%

Shares42.1K

Event2025-12-31

Filed2026-02-17

LMT

LOCKHEED MARTIN CORP

-17.96%

Shares8.1K

Event2025-12-31

Filed2026-02-17

BOEING CO

-26.29%

Shares18.0K

Event2025-12-31

Filed2026-02-17

HWKN

HAWKINS INC

-0.01%

Shares27.1K

Event2025-12-31

Filed2026-02-17

IGHG

PROSHARES TR

12.60%

Shares48.7K

Event2025-12-31

Filed2026-02-17

GOVT

ISHARES TR

37.08%

Shares165.6K

Event2025-12-31

Filed2026-02-17

XLC

SELECT SECTOR SPDR TR

-14.77%

Shares31.9K

Event2025-12-31

Filed2026-02-17

SUSA

ISHARES TR

47.51%

Shares26.8K

Event2025-12-31

Filed2026-02-17

SCHO

SCHWAB STRATEGIC TR

3.30%

Shares150.3K

Event2025-12-31

Filed2026-02-17

CSCO

CISCO SYS INC

-29.94%

Shares46.8K

Event2025-12-31

Filed2026-02-17

PEP

PEPSICO INC

-41.91%

Shares25.2K

Event2025-12-31

Filed2026-02-17

HOME DEPOT INC

-51.43%

Shares10.3K

Event2025-12-31

Filed2026-02-17

SCHM

SCHWAB STRATEGIC TR

0.37%

Shares116.0K

Event2025-12-31

Filed2026-02-17

DGRO

ISHARES TR

-28.64%

Shares48.7K

Event2025-12-31

Filed2026-02-17

USFR

WISDOMTREE TR

33.78%

Shares64.8K

Event2025-12-31

Filed2026-02-17

FLOT

ISHARES TR

19.94%

Shares63.9K

Event2025-12-31

Filed2026-02-17

TQQQ

PROSHARES TR

49.97%

Shares60.7K

Event2025-12-31

Filed2026-02-17

SYSB

ISHARES TR

New

Shares35.6K

Event2025-12-31

Filed2026-02-17

CRM

SALESFORCE INC

-45.40%

Shares11.9K

Event2025-12-31

Filed2026-02-17

XLY

SELECT SECTOR SPDR TR

146.38%

Shares25.9K

Event2025-12-31

Filed2026-02-17

RTX

RTX CORPORATION

-45.91%

Shares16.5K

Event2025-12-31

Filed2026-02-17

QEFA

SPDR INDEX SHS FDS

-7.37%

Shares33.1K

Event2025-12-31

Filed2026-02-17

VANGUARD INDEX FDS

88.54%

Shares10.3K

Event2025-12-31

Filed2026-02-17

XLE

SELECT SECTOR SPDR TR

232.40%

Shares66.8K

Event2025-12-31

Filed2026-02-17

ESTA

ESTABLISHMENT LABS HLDGS INC

-4.66%

Shares40.9K

Event2025-12-31

Filed2026-02-17

FDIV

EA SERIES TRUST

0.62%

Shares108.9K

Event2025-12-31

Filed2026-02-17

PAVE

GLOBAL X FDS

26.74%

Shares59.1K

Event2025-12-31

Filed2026-02-17

IYY

ISHARES TR

0.92%

Shares16.9K

Event2025-12-31

Filed2026-02-17

QUAL

ISHARES TR

-8.68%

Shares14.1K

Event2025-12-31

Filed2026-02-17

ABNB

AIRBNB INC

-25.31%

Shares20.4K

Event2025-12-31

Filed2026-02-17

SENTINELONE INC

-1.56%

Shares180.0K

Event2025-12-31

Filed2026-02-17

DIS

DISNEY WALT CO

-35.96%

Shares23.3K

Event2025-12-31

Filed2026-02-17

MASTERCARD INCORPORATED

-65.98%

Shares4.6K

Event2025-12-31

Filed2026-02-17

GE AEROSPACE

-60.07%

Shares8.4K

Event2025-12-31

Filed2026-02-17

IJT

ISHARES TR

-2.18%

Shares18.2K

Event2025-12-31

Filed2026-02-17

BND

VANGUARD BD INDEX FDS

441.29%

Shares34.6K

Event2025-12-31

Filed2026-02-17

GIS

GENERAL MLS INC

-4.61%

Shares55.0K

Event2025-12-31

Filed2026-02-17

IJH

ISHARES TR

-11.70%

Shares38.6K

Event2025-12-31

Filed2026-02-17

GLW

CORNING INC

-8.61%

Shares28.4K

Event2025-12-31

Filed2026-02-17

QLTA

ISHARES TR

40.83%

Shares51.5K

Event2025-12-31

Filed2026-02-17

SUSB

ISHARES TR

New

Shares97.8K

Event2025-12-31

Filed2026-02-17

SPSM

SPDR SERIES TRUST

0.88%

Shares52.3K

Event2025-12-31

Filed2026-02-17

MDY

SPDR S&P MIDCAP 400 ETF TR

12.89%

Shares4.1K

Event2025-12-31

Filed2026-02-17

GOLDMAN SACHS GROUP INC

-2.33%

Shares2.7K

Event2025-12-31

Filed2026-02-17

IHAK

ISHARES TR

28.48%

Shares47.3K

Event2025-12-31

Filed2026-02-17

UNH

UNITEDHEALTH GROUP INC

-61.56%

Shares6.8K

Event2025-12-31

Filed2026-02-17

TGT

TARGET CORP

-27.50%

Shares22.8K

Event2025-12-31

Filed2026-02-17

BMO

BANK MONTREAL QUE

-2.24%

Shares17.2K

Event2025-12-31

Filed2026-02-17

ITW

ILLINOIS TOOL WKS INC

-28.05%

Shares8.9K

Event2025-12-31

Filed2026-02-17

DMXF

ISHARES TR

952.70%

Shares28.3K

Event2025-12-31

Filed2026-02-17

SCHQ

SCHWAB STRATEGIC TR

123.59%

Shares65.7K

Event2025-12-31

Filed2026-02-17

VXUS

VANGUARD STAR FDS

6.05%

Shares27.4K

Event2025-12-31

Filed2026-02-17

DEERE & CO

-18.64%

Shares4.4K

Event2025-12-31

Filed2026-02-17

DVY

ISHARES TR

20.72%

Shares14.3K

Event2025-12-31

Filed2026-02-17

MERCK & CO INC

-57.22%

Shares19.3K

Event2025-12-31

Filed2026-02-17

TLH

ISHARES TR

132.27%

Shares19.5K

Event2025-12-31

Filed2026-02-17

XVV

ISHARES TR

12.00%

Shares37.4K

Event2025-12-31

Filed2026-02-17

GLD

SPDR GOLD TR

11.53%

Shares4.9K

Event2025-12-31

Filed2026-02-17

CRWD

CROWDSTRIKE HLDGS INC

-38.12%

Shares4.1K

Event2025-12-31

Filed2026-02-17

SCHF

SCHWAB STRATEGIC TR

29.51%

Shares79.7K

Event2025-12-31

Filed2026-02-17

COCA COLA CO

-51.28%

Shares27.1K

Event2025-12-31

Filed2026-02-17

IGV

ISHARES TR

23.53%

Shares17.9K

Event2025-12-31

Filed2026-02-17

INVESCO EXCHANGE TRADED FD T

18.72%

Shares9.8K

Event2025-12-31

Filed2026-02-17

NULG

NUSHARES ETF TR

-3.53%

Shares19.0K

Event2025-12-31

Filed2026-02-17

VBR

VANGUARD INDEX FDS

-3.95%

Shares8.8K

Event2025-12-31

Filed2026-02-17

MMM

3M CO

-35.34%

Shares11.5K

Event2025-12-31

Filed2026-02-17

GEV

GE VERNOVA INC

-55.89%

Shares2.8K

Event2025-12-31

Filed2026-02-17

HNGE

HINGE HEALTH INC

New

Shares39.2K

Event2025-12-31

Filed2026-02-17

RBLX

ROBLOX CORP

2.10%

Shares22.4K

Event2025-12-31

Filed2026-02-17

VCLT

VANGUARD SCOTTSDALE FDS

5.14%

Shares23.8K

Event2025-12-31

Filed2026-02-17

VGK

VANGUARD INTL EQUITY INDEX F

48.97%

Shares21.5K

Event2025-12-31

Filed2026-02-17

SOUTHERN CO

-19.53%

Shares20.5K

Event2025-12-31

Filed2026-02-17

USB

US BANCORP DEL

-46.26%

Shares33.7K

Event2025-12-31

Filed2026-02-17

QLYS

QUALYS INC

-16.58%

Shares13.4K

Event2025-12-31

Filed2026-02-17

DLTR

DOLLAR TREE INC

-21.34%

Shares14.3K

Event2025-12-31

Filed2026-02-17

USMV

ISHARES TR

2.11%

Shares18.7K

Event2025-12-31

Filed2026-02-17

TWLO

TWILIO INC

New

Shares12.4K

Event2025-12-31

Filed2026-02-17

MCK

MCKESSON CORP

-5.14%

Shares2.1K

Event2025-12-31

Filed2026-02-17

MORGAN STANLEY

-60.68%

Shares9.7K

Event2025-12-31

Filed2026-02-17

NVDU

DIREXION SHS ETF TR

0.00%

Shares14.4K

Event2025-12-31

Filed2026-02-17

EWJ

ISHARES INC

New

Shares20.7K

Event2025-12-31

Filed2026-02-17

XAR

SPDR SERIES TRUST

32.08%

Shares6.9K

Event2025-12-31

Filed2026-02-17

SNPE

DBX ETF TR

11.62%

Shares26.5K

Event2025-12-31

Filed2026-02-17

OTF

BLUE OWL TECHNOLOGY FIN CORP

643.95%

Shares108.8K

Event2025-12-31

Filed2026-02-17

NOC

NORTHROP GRUMMAN CORP

-41.85%

Shares2.7K

Event2025-12-31

Filed2026-02-17

VGIT

VANGUARD SCOTTSDALE FDS

New

Shares25.8K

Event2025-12-31

Filed2026-02-17

ESGE

ISHARES INC

93.53%

Shares35.0K

Event2025-12-31

Filed2026-02-17

KLAC

KLA CORP

-62.64%

Shares1.3K

Event2025-12-31

Filed2026-02-17

IYR

ISHARES TR

New

Shares16.2K

Event2025-12-31

Filed2026-02-17

AEIS

ADVANCED ENERGY INDS

-10.62%

Shares7.1K

Event2025-12-31

Filed2026-02-17

WPC

WP CAREY INC

14.32%

Shares22.9K

Event2025-12-31

Filed2026-02-17

DSI

ISHARES TR

44.78%

Shares11.4K

Event2025-12-31

Filed2026-02-17

SBUX

STARBUCKS CORP

-41.41%

Shares17.4K

Event2025-12-31

Filed2026-02-17

TMO

THERMO FISHER SCIENTIFIC INC

-60.17%

Shares2.5K

Event2025-12-31

Filed2026-02-17

LOW

LOWES COS INC

-51.03%

Shares5.9K

Event2025-12-31

Filed2026-02-17

SMLV

SPDR SERIES TRUST

14.75%

Shares10.8K

Event2025-12-31

Filed2026-02-17

EDWARDS LIFESCIENCES CORP

-34.95%

Shares16.6K

Event2025-12-31

Filed2026-02-17

VERIZON COMMUNICATIONS INC

-44.65%

Shares34.7K

Event2025-12-31

Filed2026-02-17

AMAT

APPLIED MATLS INC

-63.29%

Shares5.5K

Event2025-12-31

Filed2026-02-17

SPTM

SPDR SERIES TRUST

2.43%

Shares16.8K

Event2025-12-31

Filed2026-02-17

SCHA

SCHWAB STRATEGIC TR

22.18%

Shares48.6K

Event2025-12-31

Filed2026-02-17

ITOT

ISHARES TR

11.11%

Shares9.3K

Event2025-12-31

Filed2026-02-17

IBIT

ISHARES BITCOIN TRUST ETF

100.85%

Shares27.8K

Event2025-12-31

Filed2026-02-17

CMA

COMERICA INC

142.70%

Shares15.3K

Event2025-12-31

Filed2026-02-17

ICVT

ISHARES TR

96.59%

Shares13.4K

Event2025-12-31

Filed2026-02-17

QUS

SPDR SERIES TRUST

17.71%

Shares7.5K

Event2025-12-31

Filed2026-02-17

CENTA

CENTRAL GARDEN & PET CO

-11.03%

Shares43.4K

Event2025-12-31

Filed2026-02-17

EPD

ENTERPRISE PRODS PARTNERS L

2.97%

Shares38.7K

Event2025-12-31

Filed2026-02-17

CART

MAPLEBEAR INC

0.16%

Shares27.5K

Event2025-12-31

Filed2026-02-17

ALL

ALLSTATE CORP

-38.99%

Shares5.9K

Event2025-12-31

Filed2026-02-17

EEM

ISHARES TR

-4.72%

Shares22.5K

Event2025-12-31

Filed2026-02-17

COF

CAPITAL ONE FINL CORP

-68.88%

Shares5.0K

Event2025-12-31

Filed2026-02-17

HON

HONEYWELL INTL INC

-53.25%

Shares6.2K

Event2025-12-31

Filed2026-02-17

VONV

VANGUARD SCOTTSDALE FDS

1.45%

Shares12.9K

Event2025-12-31

Filed2026-02-17

FALN

ISHARES TR

-55.60%

Shares43.6K

Event2025-12-31

Filed2026-02-17

DHR

DANAHER CORPORATION

-57.60%

Shares5.2K

Event2025-12-31

Filed2026-02-17

MEDTRONIC PLC

-29.56%

Shares12.3K

Event2025-12-31

Filed2026-02-17

INTC

INTEL CORP

-62.12%

Shares31.5K

Event2025-12-31

Filed2026-02-17

SPGI

S&P GLOBAL INC

-60.91%

Shares2.2K

Event2025-12-31

Filed2026-02-17

WEC ENERGY GROUP INC

-38.04%

Shares10.8K

Event2025-12-31

Filed2026-02-17

AON PLC

-38.75%

Shares3.2K

Event2025-12-31

Filed2026-02-17

QCOM

QUALCOMM INC

-60.09%

Shares6.5K

Event2025-12-31

Filed2026-02-17

IYH

ISHARES TR

-4.23%

Shares17.0K

Event2025-12-31

Filed2026-02-17

CLOA

BLACKROCK ETF TRUST II

155.26%

Shares21.2K

Event2025-12-31

Filed2026-02-17

SPOT

SPOTIFY TECHNOLOGY S A

94.54%

Shares1.9K

Event2025-12-31

Filed2026-02-17

TSM

TAIWAN SEMICONDUCTOR MFG LTD

-26.48%

Shares3.6K

Event2025-12-31

Filed2026-02-17

ADBE

ADOBE INC

-52.39%

Shares3.1K

Event2025-12-31

Filed2026-02-17

IWS

ISHARES TR

-1.61%

Shares7.6K

Event2025-12-31

Filed2026-02-17

MSM

MSC INDL DIRECT INC

New

Shares12.6K

Event2025-12-31

Filed2026-02-17

VYM

VANGUARD WHITEHALL FDS

-8.81%

Shares7.3K

Event2025-12-31

Filed2026-02-17

UNP

UNION PAC CORP

-55.43%

Shares4.5K

Event2025-12-31

Filed2026-02-17

BLACKSTONE INC

-51.91%

Shares6.8K

Event2025-12-31

Filed2026-02-17

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.72%

Shares15.2K

Event2025-12-31

Filed2026-02-17

ADI

ANALOG DEVICES INC

-56.27%

Shares3.8K

Event2025-12-31

Filed2026-02-17

AT&T INC

-59.07%

Shares41.1K

Event2025-12-31

Filed2026-02-17

USIG

ISHARES TR

11.10%

Shares19.6K

Event2025-12-31

Filed2026-02-17

ACM

AECOM

-6.51%

Shares10.6K

Event2025-12-31

Filed2026-02-17

VTV

VANGUARD INDEX FDS

-7.24%

Shares5.3K

Event2025-12-31

Filed2026-02-17

IXUS

ISHARES TR

9.64%

Shares11.9K

Event2025-12-31

Filed2026-02-17

CTAS

CINTAS CORP

-41.55%

Shares5.3K

Event2025-12-31

Filed2026-02-17

SCHG

SCHWAB STRATEGIC TR

-9.92%

Shares30.4K

Event2025-12-31

Filed2026-02-17

CPS

COOPER STD HLDGS INC

New

Shares30.0K

Event2025-12-31

Filed2026-02-17

DIVB

ISHARES TR

1.23%

Shares18.5K

Event2025-12-31

Filed2026-02-17

SOFI

SOFI TECHNOLOGIES INC

11.25%

Shares37.5K

Event2025-12-31

Filed2026-02-17

SHOP

SHOPIFY INC

-22.52%

Shares6.1K

Event2025-12-31

Filed2026-02-17

VANGUARD INDEX FDS

46.38%

Shares3.1K

Event2025-12-31

Filed2026-02-17

ONON

ON HLDG AG

299.54%

Shares20.8K

Event2025-12-31

Filed2026-02-17

AMGN

AMGEN INC

-64.95%

Shares2.9K

Event2025-12-31

Filed2026-02-17

IWO

ISHARES TR

-2.32%

Shares2.9K

Event2025-12-31

Filed2026-02-17

TRV

TRAVELERS COMPANIES INC

-40.17%

Shares3.2K

Event2025-12-31

Filed2026-02-17

BKNG

BOOKING HOLDINGS INC

-70.14%

Shares172

Event2025-12-31

Filed2026-02-17

DFUS

DIMENSIONAL ETF TRUST

10.96%

Shares12.3K

Event2025-12-31

Filed2026-02-17

IWN

ISHARES TR

27.81%

Shares5.0K

Event2025-12-31

Filed2026-02-17

XEL

XCEL ENERGY INC

-38.46%

Shares12.2K

Event2025-12-31

Filed2026-02-17

CITIGROUP INC

-67.61%

Shares7.7K

Event2025-12-31

Filed2026-02-17

COP

CONOCOPHILLIPS

-48.78%

Shares9.5K

Event2025-12-31

Filed2026-02-17

VTIP

VANGUARD MALVERN FDS

-67.46%

Shares18.0K

Event2025-12-31

Filed2026-02-17

NEE

NEXTERA ENERGY INC

-65.68%

Shares10.9K

Event2025-12-31

Filed2026-02-17

TRANE TECHNOLOGIES PLC

2.09%

Shares2.2K

Event2025-12-31

Filed2026-02-17

ISRG

INTUITIVE SURGICAL INC

-64.93%

Shares1.5K

Event2025-12-31

Filed2026-02-17

FNDF

SCHWAB STRATEGIC TR

14.52%

Shares18.9K

Event2025-12-31

Filed2026-02-17

MGEE

MGE ENERGY INC

-2.27%

Shares10.9K

Event2025-12-31

Filed2026-02-17

NULV

NUSHARES ETF TR

-0.13%

Shares18.9K

Event2025-12-31

Filed2026-02-17

LOEWS CORP

58.65%

Shares8.1K

Event2025-12-31

Filed2026-02-17

DFUV

DIMENSIONAL ETF TRUST

30.52%

Shares18.1K

Event2025-12-31

Filed2026-02-17

INVESCO EXCH TRADED FD TR II

44.10%

Shares11.7K

Event2025-12-31

Filed2026-02-17

QDEL

QUIDELORTHO CORP

-0.14%

Shares28.9K

Event2025-12-31

Filed2026-02-17

BLACKROCK INC

-62.84%

Shares748

Event2025-12-31

Filed2026-02-17

DAL

DELTA AIR LINES INC DEL

-53.04%

Shares11.4K

Event2025-12-31

Filed2026-02-17

REALTY INCOME CORP

-52.40%

Shares13.8K

Event2025-12-31

Filed2026-02-17

AIZ

ASSURANT INC

-18.58%

Shares3.2K

Event2025-12-31

Filed2026-02-17

SCHW

SCHWAB CHARLES CORP

-47.75%

Shares7.7K

Event2025-12-31

Filed2026-02-17

CEG

CONSTELLATION ENERGY CORP

-53.87%

Shares2.2K

Event2025-12-31

Filed2026-02-17

APG

API GROUP CORP

13.97%

Shares20.0K

Event2025-12-31

Filed2026-02-17

PANW

PALO ALTO NETWORKS INC

-63.83%

Shares4.1K

Event2025-12-31

Filed2026-02-17

SCHB

SCHWAB STRATEGIC TR

42.43%

Shares28.6K

Event2025-12-31

Filed2026-02-17

DUKE ENERGY CORP NEW

-50.08%

Shares6.3K

Event2025-12-31

Filed2026-02-17

PSX

PHILLIPS 66

-39.79%

Shares5.7K

Event2025-12-31

Filed2026-02-17

THE CIGNA GROUP

-43.08%

Shares2.7K

Event2025-12-31

Filed2026-02-17

NKE

NIKE INC

-46.73%

Shares11.5K

Event2025-12-31

Filed2026-02-17

IHI

ISHARES TR

0.00%

Shares11.7K

Event2025-12-31

Filed2026-02-17

VOT

VANGUARD INDEX FDS

28.16%

Shares2.6K

Event2025-12-31

Filed2026-02-17

TMUS

T-MOBILE US INC

-56.46%

Shares3.5K

Event2025-12-31

Filed2026-02-17

ECL

ECOLAB INC

-60.78%

Shares2.7K

Event2025-12-31

Filed2026-02-17

XJH

ISHARES TR

2.42%

Shares15.5K

Event2025-12-31

Filed2026-02-17

EMR

EMERSON ELEC CO

-45.55%

Shares5.2K

Event2025-12-31

Filed2026-02-17

JPIE

J P MORGAN EXCHANGE TRADED F

1.67%

Shares14.9K

Event2025-12-31

Filed2026-02-17

WASTE MGMT INC DEL

-53.11%

Shares3.1K

Event2025-12-31

Filed2026-02-17

PKW

INVESCO EXCHANGE TRADED FD T

-0.02%

Shares5.0K

Event2025-12-31

Filed2026-02-17

OTTR

OTTER TAIL CORP

-0.42%

Shares8.2K

Event2025-12-31

Filed2026-02-17

PCG

PG&E CORP

-55.40%

Shares41.7K

Event2025-12-31

Filed2026-02-17

IDXX

IDEXX LABS INC

-53.37%

Shares981

Event2025-12-31

Filed2026-02-17

COLGATE PALMOLIVE CO

-45.11%

Shares8.4K

Event2025-12-31

Filed2026-02-17

SMH

VANECK ETF TRUST

New

Shares1.8K

Event2025-12-31

Filed2026-02-17

SRE

SEMPRA

-42.24%

Shares7.4K

Event2025-12-31

Filed2026-02-17

GGG

GRACO INC

-12.61%

Shares7.9K

Event2025-12-31

Filed2026-02-17

APH

AMPHENOL CORP NEW

-79.37%

Shares4.7K

Event2025-12-31

Filed2026-02-17

BBAR

BANCO BBVA ARGENTINA S A

0.00%

Shares35.0K

Event2025-12-31

Filed2026-02-17

MSI

MOTOROLA SOLUTIONS INC

-56.75%

Shares1.6K

Event2025-12-31

Filed2026-02-17

SCHE

SCHWAB STRATEGIC TR

New

Shares18.5K

Event2025-12-31

Filed2026-02-17

SEAGATE TECHNOLOGY HLDNGS PL

-33.99%

Shares2.2K

Event2025-12-31

Filed2026-02-17

LINDE PLC

-76.26%

Shares1.4K

Event2025-12-31

Filed2026-02-17

VCR

VANGUARD WORLD FD

New

Shares1.5K

Event2025-12-31

Filed2026-02-17

NFRA

FLEXSHARES TR

0.00%

Shares9.9K

Event2025-12-31

Filed2026-02-17

DGRW

WISDOMTREE TR

-15.16%

Shares6.7K

Event2025-12-31

Filed2026-02-17

HDV

ISHARES TR

0.00%

Shares4.9K

Event2025-12-31

Filed2026-02-17

NDAQ

NASDAQ INC

-58.87%

Shares6.1K

Event2025-12-31

Filed2026-02-17

KMB

KIMBERLY-CLARK CORP

-28.44%

Shares5.9K

Event2025-12-31

Filed2026-02-17

SHV

ISHARES TR

16.10%

Shares5.3K

Event2025-12-31

Filed2026-02-17

SPYD

SPDR SERIES TRUST

0.21%

Shares13.6K

Event2025-12-31

Filed2026-02-17

VPL

VANGUARD INTL EQUITY INDEX F

New

Shares6.4K

Event2025-12-31

Filed2026-02-17

IGM

ISHARES TR

79.82%

Shares4.4K

Event2025-12-31

Filed2026-02-17

ASML

ASML HOLDING N V

-21.71%

Shares530

Event2025-12-31

Filed2026-02-17

CMC

COMMERCIAL METALS CO

6.41%

Shares8.2K

Event2025-12-31

Filed2026-02-17

CGW

INVESCO EXCH TRADED FD TR II

98.66%

Shares8.9K

Event2025-12-31

Filed2026-02-17

SCHR

SCHWAB STRATEGIC TR

179.66%

Shares22.3K

Event2025-12-31

Filed2026-02-17

VEU

VANGUARD INTL EQUITY INDEX F

-4.71%

Shares7.6K

Event2025-12-31

Filed2026-02-17

NIC

NICOLET BANKSHARES INC

2.70%

Shares4.5K

Event2025-12-31

Filed2026-02-17

INSM

INSMED INC

New

Shares3.1K

Event2025-12-31

Filed2026-02-17

BMA

BANCO MACRO SA

0.00%

Shares6.0K

Event2025-12-31

Filed2026-02-17

IQLT

ISHARES TR

70.47%

Shares11.7K

Event2025-12-31

Filed2026-02-17

SCHV

SCHWAB STRATEGIC TR

0.12%

Shares17.9K

Event2025-12-31

Filed2026-02-17

VBK

VANGUARD INDEX FDS

36.39%

Shares1.8K

Event2025-12-31

Filed2026-02-17

EATON CORP PLC

-72.37%

Shares1.7K

Event2025-12-31

Filed2026-02-17

UBER

UBER TECHNOLOGIES INC

-79.63%

Shares6.4K

Event2025-12-31

Filed2026-02-17

MGK

VANGUARD WORLD FD

79.07%

Shares1.3K

Event2025-12-31

Filed2026-02-17

PFE

PFIZER INC

-72.76%

Shares20.8K

Event2025-12-31

Filed2026-02-17

MGC

VANGUARD WORLD FD

59.69%

Shares2.0K

Event2025-12-31

Filed2026-02-17

GENERAL DYNAMICS CORP

-70.89%

Shares1.5K

Event2025-12-31

Filed2026-02-17

MUB

ISHARES TR

57.61%

Shares4.6K

Event2025-12-31

Filed2026-02-17

TXN

TEXAS INSTRS INC

-68.07%

Shares2.9K

Event2025-12-31

Filed2026-02-17

VRTX

VERTEX PHARMACEUTICALS INC

-68.57%

Shares1.1K

Event2025-12-31

Filed2026-02-17

GAB

GABELLI EQUITY TR INC

-3.35%

Shares79.7K

Event2025-12-31

Filed2026-02-17

VOE

VANGUARD INDEX FDS

-0.22%

Shares2.8K

Event2025-12-31

Filed2026-02-17

DXPE

DXP ENTERPRISES INC

-1.84%

Shares4.4K

Event2025-12-31

Filed2026-02-17

MELI

MERCADOLIBRE INC

-5.14%

Shares240

Event2025-12-31

Filed2026-02-17

AJG

GALLAGHER ARTHUR J & CO

-41.46%

Shares1.9K

Event2025-12-31

Filed2026-02-17

CELC

CELCUITY INC

-18.47%

Shares4.9K

Event2025-12-31

Filed2026-02-17

FSK

FS KKR CAP CORP

-2.81%

Shares32.7K

Event2025-12-31

Filed2026-02-17

INTU

INTUIT

-84.27%

Shares728

Event2025-12-31

Filed2026-02-17

IYF

ISHARES TR

-0.03%

Shares3.7K

Event2025-12-31

Filed2026-02-17

GBIL

GOLDMAN SACHS ETF TR

New

Shares4.8K

Event2025-12-31

Filed2026-02-17

MARVELL TECHNOLOGY INC

-2.18%

Shares5.6K

Event2025-12-31

Filed2026-02-17

HEDJ

WISDOMTREE TR

New

Shares8.9K

Event2025-12-31

Filed2026-02-17

PLD

PROLOGIS INC.

-68.45%

Shares3.7K

Event2025-12-31

Filed2026-02-17

LABCORP HOLDINGS INC

-33.96%

Shares1.9K

Event2025-12-31

Filed2026-02-17

ARISTA NETWORKS INC

-82.15%

Shares3.6K

Event2025-12-31

Filed2026-02-17

ADP

AUTOMATIC DATA PROCESSING IN

-57.20%

Shares1.8K

Event2025-12-31

Filed2026-02-17

IGOV

ISHARES TR

New

Shares11.2K

Event2025-12-31

Filed2026-02-17

BALI

BLACKROCK ETF TRUST

34.93%

Shares14.6K

Event2025-12-31

Filed2026-02-17

CMI

CUMMINS INC

-57.51%

Shares905

Event2025-12-31

Filed2026-02-17

MMC

MARSH & MCLENNAN COS INC

-67.14%

Shares2.5K

Event2025-12-31

Filed2026-02-17

CMCSA

COMCAST CORP NEW

-58.60%

Shares17.8K

Event2025-12-31

Filed2026-02-17

AMT

AMERICAN TOWER CORP NEW

-65.16%

Shares2.7K

Event2025-12-31

Filed2026-02-17

JACOBS SOLUTIONS INC

-35.15%

Shares3.4K

Event2025-12-31

Filed2026-02-17

GPK

GRAPHIC PACKAGING HLDG CO

-11.32%

Shares29.9K

Event2025-12-31

Filed2026-02-17

CME

CME GROUP INC

-48.28%

Shares1.6K

Event2025-12-31

Filed2026-02-17

MICRON TECHNOLOGY INC

-90.30%

Shares1.6K

Event2025-12-31

Filed2026-02-17

EMLC

VANECK ETF TRUST

New

Shares17.2K

Event2025-12-31

Filed2026-02-17

ROST

ROSS STORES INC

-71.39%

Shares2.5K

Event2025-12-31

Filed2026-02-17

FLEX

FLEX LTD

-10.08%

Shares7.3K

Event2025-12-31

Filed2026-02-17

MAR

MARRIOTT INTL INC NEW

-70.25%

Shares1.4K

Event2025-12-31

Filed2026-02-17

PWB

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.4K

Event2025-12-31

Filed2026-02-17

CARR

CARRIER GLOBAL CORPORATION

-44.98%

Shares8.1K

Event2025-12-31

Filed2026-02-17

BABA

ALIBABA GROUP HLDG LTD

0.73%

Shares2.9K

Event2025-12-31

Filed2026-02-17

SHW

SHERWIN WILLIAMS CO

-68.31%

Shares1.3K

Event2025-12-31

Filed2026-02-17

CRH PLC

35.20%

Shares3.4K

Event2025-12-31

Filed2026-02-17

STPZ

PIMCO ETF TR

New

Shares7.8K

Event2025-12-31

Filed2026-02-17

MPC

MARATHON PETE CORP

-70.39%

Shares2.6K

Event2025-12-31

Filed2026-02-17

ACCENTURE PLC IRELAND

-68.73%

Shares1.5K

Event2025-12-31

Filed2026-02-17

XYZ

BLOCK INC

-31.67%

Shares6.3K

Event2025-12-31

Filed2026-02-17

PHO

INVESCO EXCHANGE TRADED FD T

9.33%

Shares5.8K

Event2025-12-31

Filed2026-02-17

ROK

ROCKWELL AUTOMATION INC

1.25%

Shares1.1K

Event2025-12-31

Filed2026-02-17

EMHY

ISHARES INC

-54.64%

Shares10.1K

Event2025-12-31

Filed2026-02-17

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

-38.09%

Shares1.6K

Event2025-12-31

Filed2026-02-17

UNM

UNUM GROUP

-38.01%

Shares5.2K

Event2025-12-31

Filed2026-02-17

SHEL

SHELL PLC

New

Shares5.5K

Event2025-12-31

Filed2026-02-17

SPYX

SPDR SERIES TRUST

0.00%

Shares7.2K

Event2025-12-31

Filed2026-02-17

FCX

FREEPORT-MCMORAN INC

-75.21%

Shares7.9K

Event2025-12-31

Filed2026-02-17

CHUBB LIMITED

-80.12%

Shares1.3K

Event2025-12-31

Filed2026-02-17

TSN

TYSON FOODS INC

-75.06%

Shares6.8K

Event2025-12-31

Filed2026-02-17

ROCKET LAB CORP

1.98%

Shares5.7K

Event2025-12-31

Filed2026-02-17

SNOW

SNOWFLAKE INC

-66.42%

Shares1.8K

Event2025-12-31

Filed2026-02-17

ENERGY TRANSFER L P

-42.46%

Shares23.8K

Event2025-12-31

Filed2026-02-17

IWV

ISHARES TR

-10.71%

Shares1.0K

Event2025-12-31

Filed2026-02-17

CMG

CHIPOTLE MEXICAN GRILL INC

-41.30%

Shares10.4K

Event2025-12-31

Filed2026-02-17

XLP

SELECT SECTOR SPDR TR

31.41%

Shares4.9K

Event2025-12-31

Filed2026-02-17

GIB

CGI INC

0.00%

Shares4.1K

Event2025-12-31

Filed2026-02-17

ICE

INTERCONTINENTAL EXCHANGE IN

-75.71%

Shares2.3K

Event2025-12-31

Filed2026-02-17

SCHD

SCHWAB STRATEGIC TR

-1.27%

Shares13.7K

Event2025-12-31

Filed2026-02-17

PAYX

PAYCHEX INC

-38.24%

Shares3.4K

Event2025-12-31

Filed2026-02-17

QAI

NEW YORK LIFE INVESTMENTS ET

1.50%

Shares11.2K

Event2025-12-31

Filed2026-02-17

WPM

WHEATON PRECIOUS METALS CORP

59.08%

Shares3.2K

Event2025-12-31

Filed2026-02-17

BANK NEW YORK MELLON CORP

-71.65%

Shares3.2K

Event2025-12-31

Filed2026-02-17

WBS

WEBSTER FINL CORP

-50.76%

Shares6.0K

Event2025-12-31

Filed2026-02-17

WAT

WATERS CORP

3.58%

Shares984

Event2025-12-31

Filed2026-02-17

RSPT

INVESCO EXCHANGE TRADED FD T

-5.49%

Shares8.2K

Event2025-12-31

Filed2026-02-17

ARCC

ARES CAPITAL CORP

1.91%

Shares18.3K

Event2025-12-31

Filed2026-02-17

OTIS

OTIS WORLDWIDE CORP

-60.39%

Shares4.2K

Event2025-12-31

Filed2026-02-17

LRGF

ISHARES TR

-0.02%

Shares5.2K

Event2025-12-31

Filed2026-02-17

FNDA

SCHWAB STRATEGIC TR

67.66%

Shares11.5K

Event2025-12-31

Filed2026-02-17

LBRDK

LIBERTY BROADBAND CORP

31.09%

Shares7.5K

Event2025-12-31

Filed2026-02-17

XMMO

INVESCO EXCHANGE TRADED FD T

-0.04%

Shares2.6K

Event2025-12-31

Filed2026-02-17

PINS

PINTEREST INC

-36.29%

Shares13.6K

Event2025-12-31

Filed2026-02-17

SONY

SONY GROUP CORP

80.56%

Shares13.7K

Event2025-12-31

Filed2026-02-17

GWW

WW GRAINGER INC

-53.82%

Shares345

Event2025-12-31

Filed2026-02-17

XLSR

SSGA ACTIVE TR

-19.30%

Shares5.5K

Event2025-12-31

Filed2026-02-17

ARKB

ARK 21SHARES BITCOIN ETF

0.00%

Shares11.9K

Event2025-12-31

Filed2026-02-17

CVNA

CARVANA CO

New

Shares815

Event2025-12-31

Filed2026-02-17

AFG

AMERICAN FINL GROUP INC OHIO

-38.10%

Shares2.5K

Event2025-12-31

Filed2026-02-17

VDC

VANGUARD WORLD FD

18.57%

Shares1.6K

Event2025-12-31

Filed2026-02-17

BMY

BRISTOL-MYERS SQUIBB CO

-80.83%

Shares6.3K

Event2025-12-31

Filed2026-02-17

SJM

SMUCKER J M CO

47.52%

Shares3.5K

Event2025-12-31

Filed2026-02-17

NSC

NORFOLK SOUTHN CORP

-65.64%

Shares1.2K

Event2025-12-31

Filed2026-02-17

BEN

FRANKLIN RESOURCES INC

-15.33%

Shares14.1K

Event2025-12-31

Filed2026-02-17

FEZ

SPDR INDEX SHS FDS

-53.70%

Shares5.2K

Event2025-12-31

Filed2026-02-17

MCO

MOODYS CORP

-73.98%

Shares649

Event2025-12-31

Filed2026-02-17

TJX

TJX COS INC NEW

-87.87%

Shares2.2K

Event2025-12-31

Filed2026-02-17

PSA

PUBLIC STORAGE OPER CO

-69.91%

Shares1.3K

Event2025-12-31

Filed2026-02-17

VONG

VANGUARD SCOTTSDALE FDS

-7.66%

Shares2.7K

Event2025-12-31

Filed2026-02-17

-4.47%

Shares1.8K

Event2025-12-31

Filed2026-02-17

GGAL

GRUPO FINANCIERO GALICIA S.A

New

Shares6.1K

Event2025-12-31

Filed2026-02-17

FLMI

FRANKLIN TEMPLETON ETF TR

New

Shares13.1K

Event2025-12-31

Filed2026-02-17

IJS

ISHARES TR

0.00%

Shares2.9K

Event2025-12-31

Filed2026-02-17

VRT

VERTIV HOLDINGS CO

-38.23%

Shares2.0K

Event2025-12-31

Filed2026-02-17

NVS

NOVARTIS AG

23.00%

Shares2.4K

Event2025-12-31

Filed2026-02-17

DOMINION ENERGY INC

-66.08%

Shares5.5K

Event2025-12-31

Filed2026-02-17

SPMD

SPDR SERIES TRUST

-6.59%

Shares5.5K

Event2025-12-31

Filed2026-02-17

IYM

ISHARES TR

-0.05%

Shares2.1K

Event2025-12-31

Filed2026-02-17

ZTS

ZOETIS INC

-68.98%

Shares2.5K

Event2025-12-31

Filed2026-02-17

DFAS

DIMENSIONAL ETF TRUST

13.75%

Shares4.5K

Event2025-12-31

Filed2026-02-17

GILD

GILEAD SCIENCES INC

-83.62%

Shares2.6K

Event2025-12-31

Filed2026-02-17

BOKF

BOK FINL CORP

-0.34%

Shares2.7K

Event2025-12-31

Filed2026-02-17

NVO

NOVO-NORDISK A S

15.95%

Shares6.2K

Event2025-12-31

Filed2026-02-17

SPGP

INVESCO EXCHANGE TRADED FD T

New

Shares2.8K

Event2025-12-31

Filed2026-02-17

SPG

SIMON PPTY GROUP INC NEW

-65.49%

Shares1.7K

Event2025-12-31

Filed2026-02-17

DIA

SPDR DOW JONES INDL AVERAGE

-40.58%

Shares640

Event2025-12-31

Filed2026-02-17

JEPI

J P MORGAN EXCHANGE TRADED F

-16.34%

Shares5.4K

Event2025-12-31

Filed2026-02-17

PRU

PRUDENTIAL FINL INC

-63.14%

Shares2.7K

Event2025-12-31

Filed2026-02-17

APD

AIR PRODS & CHEMS INC

-63.74%

Shares1.2K

Event2025-12-31

Filed2026-02-17

AVUS

AMERICAN CENTY ETF TR

0.00%

Shares2.7K

Event2025-12-31

Filed2026-02-17

BAX

BAXTER INTL INC

-19.38%

Shares15.6K

Event2025-12-31

Filed2026-02-17

CDNS

CADENCE DESIGN SYSTEM INC

-76.57%

Shares952

Event2025-12-31

Filed2026-02-17

FTEC

FIDELITY COVINGTON TRUST

New

Shares1.3K

Event2025-12-31

Filed2026-02-17

ASTS

AST SPACEMOBILE INC

New

Shares4.1K

Event2025-12-31

Filed2026-02-17

FDL

FIRST TR EXCHANGE-TRADED FD

-11.99%

Shares6.6K

Event2025-12-31

Filed2026-02-17

AIG

AMERICAN INTL GROUP INC

-71.54%

Shares3.4K

Event2025-12-31

Filed2026-02-17

RGLD

ROYAL GOLD INC

-35.43%

Shares1.3K

Event2025-12-31

Filed2026-02-17

EVERSOURCE ENERGY

-62.64%

Shares4.3K

Event2025-12-31

Filed2026-02-17

SHY

ISHARES TR

-10.18%

Shares3.5K

Event2025-12-31

Filed2026-02-17

PWZ

INVESCO EXCH TRADED FD TR II

0.00%

Shares12.0K

Event2025-12-31

Filed2026-02-17

CENCORA INC

-72.87%

Shares857

Event2025-12-31

Filed2026-02-17

GENERAL MTRS CO

-86.79%

Shares3.5K

Event2025-12-31

Filed2026-02-17

DON

WISDOMTREE TR

-3.39%

Shares5.6K

Event2025-12-31

Filed2026-02-17

EWU

ISHARES TR

New

Shares6.5K

Event2025-12-31

Filed2026-02-17

CRANE COMPANY

-29.27%

Shares1.6K

Event2025-12-31

Filed2026-02-17

JPIN

J P MORGAN EXCHANGE TRADED F

0.00%

Shares4.2K

Event2025-12-31

Filed2026-02-17

HYDB

ISHARES TR

-49.49%

Shares6.0K

Event2025-12-31

Filed2026-02-17

DIAL

COLUMBIA ETF TR I

0.00%

Shares15.4K

Event2025-12-31

Filed2026-02-17

TE CONNECTIVITY PLC

-52.08%

Shares1.2K

Event2025-12-31

Filed2026-02-17

CVS

CVS HEALTH CORP

-75.69%

Shares3.5K

Event2025-12-31

Filed2026-02-17

HP INC

-17.79%

Shares12.7K

Event2025-12-31

Filed2026-02-17

LIBERTY MEDIA CORP DEL

-26.81%

Shares2.8K

Event2025-12-31

Filed2026-02-17

HPE

HEWLETT PACKARD ENTERPRISE C

-3.88%

Shares11.6K

Event2025-12-31

Filed2026-02-17

ACWV

ISHARES INC

New

Shares2.3K

Event2025-12-31

Filed2026-02-17

JCI

JOHNSON CTLS INTL PLC

-82.32%

Shares2.3K

Event2025-12-31

Filed2026-02-17

NVT

NVENT ELECTRIC PLC

-53.08%

Shares2.6K

Event2025-12-31

Filed2026-02-17

Call Option Holdings

AMZN Call CallAMAZON COM INC1.5K sharesnew addition2025-12-312026-02-17

MSFT Call CallMICROSOFT CORP500 shares-75.00%2025-12-312026-02-17

SPY Call CallSPDR S&P 500 ETF TR200 shares-60.00%2025-12-312026-02-17

BERKSHIRE HATHAWAY INC DEL Call CallBERKSHIRE HATHAWAY INC DEL200 shares0.00%2025-12-312026-02-17

TSM Call CallTAIWAN SEMICONDUCTOR MFG LTD300 shares0.00%2025-12-312026-02-17

APP Call CallAPPLOVIN CORP100 sharesnew addition2025-12-312026-02-17

RIVN Call CallRIVIAN AUTOMOTIVE INC3.0K shares0.00%2025-12-312026-02-17

BAC Call CallBANK AMERICA CORP1.0K sharesnew addition2025-12-312026-02-17

AAPL Call CallAPPLE INC200 sharesnew addition2025-12-312026-02-17

CRM Call CallSALESFORCE INC200 shares0.00%2025-12-312026-02-17

NVDA Call CallNVIDIA CORPORATION200 sharesnew addition2025-12-312026-02-17

IBM Call CallINTERNATIONAL BUSINESS MACHS100 sharesnew addition2025-12-312026-02-17

F Call CallFORD MTR CO2.0K shares0.00%2025-12-312026-02-17

SLV Call CallISHARES SILVER TR200 sharesnew addition2025-12-312026-02-17

DLTR Call CallDOLLAR TREE INC100 sharesnew addition2025-12-312026-02-17

AMZN Call

AMAZON COM INC

New

Shares1.5K

Event2025-12-31

Filed2026-02-17

MSFT Call

MICROSOFT CORP

-75.00%

Shares500

Event2025-12-31

Filed2026-02-17

SPY Call

SPDR S&P 500 ETF TR

-60.00%

Shares200

Event2025-12-31

Filed2026-02-17

BERKSHIRE HATHAWAY INC DEL Call

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares200

Event2025-12-31

Filed2026-02-17

TSM Call

TAIWAN SEMICONDUCTOR MFG LTD

0.00%

Shares300

Event2025-12-31

Filed2026-02-17

APP Call

APPLOVIN CORP

New

Shares100

Event2025-12-31

Filed2026-02-17

RIVN Call

RIVIAN AUTOMOTIVE INC

0.00%

Shares3.0K

Event2025-12-31

Filed2026-02-17

BAC Call

BANK AMERICA CORP

New

Shares1.0K

Event2025-12-31

Filed2026-02-17

AAPL Call

APPLE INC

New

Shares200

Event2025-12-31

Filed2026-02-17

CRM Call

SALESFORCE INC

0.00%

Shares200

Event2025-12-31

Filed2026-02-17

NVDA Call

NVIDIA CORPORATION

New

Shares200

Event2025-12-31

Filed2026-02-17

IBM Call

INTERNATIONAL BUSINESS MACHS

New

Shares100

Event2025-12-31

Filed2026-02-17

F Call

FORD MTR CO

0.00%

Shares2.0K

Event2025-12-31

Filed2026-02-17

SLV Call

ISHARES SILVER TR

New

Shares200

Event2025-12-31

Filed2026-02-17

DLTR Call

DOLLAR TREE INC

New

Shares100

Event2025-12-31

Filed2026-02-17

Put Option Holdings

AAPL Put PutAPPLE INC12.4K shares58.97%2025-12-312026-02-17

PGR Put PutPROGRESSIVE CORP13.2K shares-36.23%2025-12-312026-02-17

GE AEROSPACE Put PutGE AEROSPACE500 sharesnew addition2025-12-312026-02-17

SPY Put PutSPDR S&P 500 ETF TR200 shares-77.78%2025-12-312026-02-17

AAPL Put

APPLE INC

58.97%

Shares12.4K

Event2025-12-31

Filed2026-02-17

PGR Put

PROGRESSIVE CORP

-36.23%

Shares13.2K

Event2025-12-31

Filed2026-02-17

GE AEROSPACE Put

GE AEROSPACE

New

Shares500

Event2025-12-31

Filed2026-02-17

SPY Put

SPDR S&P 500 ETF TR

-77.78%

Shares200

Event2025-12-31

Filed2026-02-17