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

Currently, NorthRock Partners, LLC holds 653 types of securities in its portfolio with a total value $6.2B. In the most recent quarter, they have increased their positions in IGF (+1.2M shares, valued at $82.0M), JMTG (+673.0K shares, valued at $34.3M), IWF (+286.5K shares, valued at $30.5M); decreased their positions in OEF (-65.0K shares, valued at $20.7M), DYNF (-141.3K shares, valued at $8.2M), N/A (-78.2K shares, valued at $6.9M); initiated new positions in DXJ (+24.6K shares, valued at $3.9M), VLUE (+18.4K shares, valued at $2.6M), MUST (+112.9K shares, valued at $2.3M).

1M P&L

+129.4M+2.09%

3M P&L

-943.1M-12.97%

HY P&L

-1.0B-14.11%

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/A4.6B

83.2%

2Consumer Electronics196.4M

3.6%

3Software - Infrastructure75.5M

1.4%

Top Industries by Stock Count

1N/A285 stocks

47.3%

2Software - Application12 stocks

2.0%

3Banks - Regional12 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JMTG J P MORGAN EXCHANGE TRADED F9.7M shares7.42%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS588.4K shares6.14%2026-03-312026-05-15

SPYM SPDR SERIES TRUST4.2M shares9.32%2026-03-312026-05-15

VGSH VANGUARD SCOTTSDALE FDS4.9M shares2.86%2026-03-312026-05-15

SPYV SPDR SERIES TRUST4.6M shares3.83%2026-03-312026-05-15

SGOV ISHARES TR2.2M shares11.07%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR389.8K shares3.81%2026-03-312026-05-15

SPYG SPDR SERIES TRUST2.2M shares4.73%2026-03-312026-05-15

Sponsored

AAPL APPLE INC774.0K shares5.91%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T284.9K shares-1.76%2026-03-312026-05-15

IGF ISHARES TR2.7M shares84.72%2026-03-312026-05-15

HEFA ISHARES TR3.1M shares13.34%2026-03-312026-05-15

MDYV SPDR SERIES TRUST1.3M shares3.07%2026-03-312026-05-15

IWB ISHARES TR298.3K shares-0.17%2026-03-312026-05-15

MDYG SPDR SERIES TRUST1.1M shares2.71%2026-03-312026-05-15

JMST J P MORGAN EXCHANGE TRADED F1.5M shares25.96%2026-03-312026-05-15

Sponsored

SLYV SPDR SERIES TRUST797.9K shares2.08%2026-03-312026-05-15

ROUS LATTICE STRATEGIES TR1.3M shares-4.83%2026-03-312026-05-15

IWR ISHARES TR707.8K shares-1.55%2026-03-312026-05-15

EFA ISHARES TR683.7K shares0.13%2026-03-312026-05-15

IEMG ISHARES INC945.6K shares11.29%2026-03-312026-05-15

SLYG SPDR SERIES TRUST682.3K shares3.31%2026-03-312026-05-15

NVDA NVIDIA CORPORATION337.0K shares4.45%2026-03-312026-05-15

MSFT MICROSOFT CORP157.3K shares5.79%2026-03-312026-05-15

Sponsored

IUSB ISHARES TR1.2M shares2.55%2026-03-312026-05-15

SPEM SPDR INDEX SHS FDS1.1M shares-0.19%2026-03-312026-05-15

IEF ISHARES TR524.1K shares28.39%2026-03-312026-05-15

BUFR FIRST TR EXCHNG TRADED FD VI1.4M shares19.82%2026-03-312026-05-15

IWM ISHARES TR191.4K shares0.44%2026-03-312026-05-15

VMBS VANGUARD SCOTTSDALE FDS957.1K shares-0.06%2026-03-312026-05-15

MBB ISHARES TR466.4K shares2.31%2026-03-312026-05-15

IWF ISHARES TR385.9K shares288.12%2026-03-312026-05-15

Sponsored

IJR ISHARES TR274.8K shares-1.00%2026-03-312026-05-15

IVE ISHARES TR155.8K shares-4.66%2026-03-312026-05-15

SPTI SPDR SERIES TRUST1.1M shares1.50%2026-03-312026-05-15

TAFM AB ACTIVE ETFS INC1.2M shares-2.38%2026-03-312026-05-15

AGG ISHARES TR309.9K shares2.04%2026-03-312026-05-15

VYMI VANGUARD WHITEHALL FDS323.5K shares-3.62%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS461.3K shares-0.11%2026-03-312026-05-15

MDLZ MONDELEZ INTL INC512.6K shares-1.07%2026-03-312026-05-15

Sponsored

PM PHILIP MORRIS INTL INC175.4K shares-2.66%2026-03-312026-05-15

SCHZ SCHWAB STRATEGIC TR1.2M shares1.96%2026-03-312026-05-15

AMZN AMAZON COM INC129.7K shares14.44%2026-03-312026-05-15

QQQM INVESCO EXCH TRADED FD TR II112.4K shares4.21%2026-03-312026-05-15

BDYN BLACKROCK ETF TRUST1.1M shares1.96%2026-03-312026-05-15

PGR PROGRESSIVE CORP134.2K shares-0.06%2026-03-312026-05-15

VTI VANGUARD INDEX FDS81.0K shares-2.52%2026-03-312026-05-15

DYNF BLACKROCK ETF TRUST431.7K shares-24.66%2026-03-312026-05-15

Sponsored

PG PROCTER & GAMBLE CO164.4K shares0.68%2026-03-312026-05-15

STIP ISHARES TR227.9K shares3.76%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F435.6K shares-2.29%2026-03-312026-05-15

BIL SPDR SERIES TRUST224.3K shares-5.14%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL42.1K shares0.86%2026-03-312026-05-15

ALPHABET INC ALPHABET INC68.0K shares3.39%2026-03-312026-05-15

IVV ISHARES TR28.5K shares1.30%2026-03-312026-05-15

TSLA TESLA INC48.4K shares13.83%2026-03-312026-05-15

Sponsored

BINC BLACKROCK ETF TRUST II344.2K shares1.71%2026-03-312026-05-15

ALPHABET INC ALPHABET INC62.1K shares-0.33%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR134.0K shares6.83%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO60.4K shares24.25%2026-03-312026-05-15

EFG ISHARES TR155.6K shares176.32%2026-03-312026-05-15

SPHQ INVESCO EXCHANGE TRADED FD T224.2K shares-18.06%2026-03-312026-05-15

GOVT ISHARES TR677.6K shares309.07%2026-03-312026-05-15

MTUM ISHARES TR62.4K shares8.17%2026-03-312026-05-15

Sponsored

ABBV ABBVIE INC64.8K shares1.39%2026-03-312026-05-15

BAI BLACKROCK ETF TRUST414.0K shares16.80%2026-03-312026-05-15

VGLT VANGUARD SCOTTSDALE FDS239.9K shares2.92%2026-03-312026-05-15

MO ALTRIA GROUP INC198.3K shares-2.99%2026-03-312026-05-15

VB VANGUARD INDEX FDS48.6K shares-9.95%2026-03-312026-05-15

VCSH VANGUARD SCOTTSDALE FDS156.8K shares7.05%2026-03-312026-05-15

IWP ISHARES TR89.8K shares-0.81%2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR230.9K shares0.41%2026-03-312026-05-15

Sponsored

ITA ISHARES TR51.1K shares61.80%2026-03-312026-05-15

BROADCOM INC BROADCOM INC35.9K shares33.94%2026-03-312026-05-15

HYLB DBX ETF TR305.0K shares-0.87%2026-03-312026-05-15

META META PLATFORMS INC19.1K shares13.20%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS49.7K shares-3.38%2026-03-312026-05-15

KDP KEURIG DR PEPPER INC403.9K shares0.87%2026-03-312026-05-15

IGIB ISHARES TR196.2K shares2.82%2026-03-312026-05-15

SCHX SCHWAB STRATEGIC TR403.2K shares-5.35%2026-03-312026-05-15

Sponsored

XOM EXXON MOBIL CORP60.7K shares22.49%2026-03-312026-05-15

UPS UNITED PARCEL SVCS INC104.5K shares-2.39%2026-03-312026-05-15

BDVL BLACKROCK ETF TRUST409.2K shares-4.11%2026-03-312026-05-15

IWD ISHARES TR46.8K shares2.28%2026-03-312026-05-15

BNDX VANGUARD CHARLOTTE FDS204.8K shares3.80%2026-03-312026-05-15

VNQ VANGUARD INDEX FDS109.4K shares0.52%2026-03-312026-05-15

ESGU ISHARES TR67.7K shares-1.48%2026-03-312026-05-15

SOXQ INVESCO EXCH TRADED FD TR II159.0K shares-1.72%2026-03-312026-05-15

Sponsored

V VISA INC30.5K shares17.70%2026-03-312026-05-15

CVX CHEVRON CORPORATION44.2K shares0.87%2026-03-312026-05-15

VGT VANGUARD WORLD FD99.3K shares709.26%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON35.0K shares7.50%2026-03-312026-05-15

DGRO ISHARES TR120.4K shares147.33%2026-03-312026-05-15

IVW ISHARES TR71.6K shares11.53%2026-03-312026-05-15

IGEB ISHARES TR175.2K shares-9.26%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION7.7K shares7.06%2026-03-312026-05-15

Sponsored

IEUR ISHARES TR106.5K shares-9.85%2026-03-312026-05-15

WMT WALMART INC58.8K shares49.85%2026-03-312026-05-15

VUG VANGUARD INDEX FDS99.8K shares564.15%2026-03-312026-05-15

EFV ISHARES TR97.4K shares0.48%2026-03-312026-05-15

CAT CATERPILLAR INC10.1K shares15.35%2026-03-312026-05-15

MCD MCDONALDS CORP22.8K shares5.92%2026-03-312026-05-15

VCIT VANGUARD SCOTTSDALE FDS82.7K shares-1.15%2026-03-312026-05-15

HWKN HAWKINS INC43.8K shares61.56%2026-03-312026-05-15

Sponsored

LLY ELI LILLY & CO7.2K shares7.75%2026-03-312026-05-15

AMP AMERIPRISE FINL INC14.9K shares4.57%2026-03-312026-05-15

XLI SELECT SECTOR SPDR TR40.4K shares-1.31%2026-03-312026-05-15

ESML ISHARES TR138.4K shares1.03%2026-03-312026-05-15

BRK.A BERKSHIRE HATHAWAY INC DEL9 shares50.00%2026-03-312026-05-15

ESGD ISHARES TR62.6K shares-3.04%2026-03-312026-05-15

ARTY ISHARES TR128.5K shares-1.20%2026-03-312026-05-15

EMXC ISHARES INC75.0K shares-3.67%2026-03-312026-05-15

Sponsored

PEP PEPSICO INC36.6K shares45.19%2026-03-312026-05-15

XLV SELECT SECTOR SPDR TR38.7K shares5.64%2026-03-312026-05-15

SPBO SPDR SERIES TRUST192.5K shares17.39%2026-03-312026-05-15

NFLX NETFLIX INC.57.6K shares4.60%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T28.8K shares192.86%2026-03-312026-05-15

SCHK SCHWAB STRATEGIC TR175.3K shares-2.18%2026-03-312026-05-15

TECB ISHARES TR94.9K shares-0.30%2026-03-312026-05-15

ORCL ORACLE CORP35.4K shares-0.77%2026-03-312026-05-15

Sponsored

KHC KRAFT HEINZ CO229.3K shares-0.21%2026-03-312026-05-15

TQQQ PROSHARES TR122.1K shares101.14%2026-03-312026-05-15

WFC WELLS FARGO & CO63.0K shares16.54%2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP8.0K shares-1.56%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR76.0K shares13.85%2026-03-312026-05-15

IEFA ISHARES TR51.2K shares-7.16%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC31.1K shares-1.89%2026-03-312026-05-15

DFAC DIMENSIONAL ETF TRUST112.3K shares0.00%2026-03-312026-05-15

Sponsored

EAGG ISHARES TR91.6K shares4.52%2026-03-312026-05-15

VXF VANGUARD INDEX FDS21.1K shares-0.99%2026-03-312026-05-15

SDY SPDR SERIES TRUST29.5K shares-2.10%2026-03-312026-05-15

SYK STRYKER CORPORATION13.0K shares1.70%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS17.3K shares-2.44%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO13.8K shares-4.25%2026-03-312026-05-15

ISHARES GOLD TR ISHARES GOLD TR46.8K shares-62.58%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC34.3K shares77.74%2026-03-312026-05-15

Sponsored

GLW CORNING INC29.3K shares3.16%2026-03-312026-05-15

CSCO CISCO SYS INC51.1K shares9.09%2026-03-312026-05-15

DXJ WISDOMTREE TR24.6K sharesnew addition2026-03-312026-05-15

ABT ABBOTT LABORATORIES37.8K shares-2.49%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC11.5K shares219.44%2026-03-312026-05-15

SYSB ISHARES TR42.8K shares20.19%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC18.7K shares-8.83%2026-03-312026-05-15

VEEV VEEVA SYS INC21.4K shares-0.10%2026-03-312026-05-15

Sponsored

SCHO SCHWAB STRATEGIC TR153.3K shares1.97%2026-03-312026-05-15

BA BOEING CO18.5K shares2.86%2026-03-312026-05-15

BAC BANK AMERICA CORP74.6K shares-5.61%2026-03-312026-05-15

HD HOME DEPOT INC11.0K shares6.31%2026-03-312026-05-15

SUSA ISHARES TR27.2K shares1.48%2026-03-312026-05-15

RTX RTX CORPORATION18.3K shares11.03%2026-03-312026-05-15

SCHM SCHWAB STRATEGIC TR112.0K shares-3.45%2026-03-312026-05-15

SPSM SPDR SERIES TRUST71.4K shares36.42%2026-03-312026-05-15

Sponsored

QUAL ISHARES TR17.6K shares24.72%2026-03-312026-05-15

TGT TARGET CORP27.4K shares20.05%2026-03-312026-05-15

QLTA ISHARES TR69.7K shares35.30%2026-03-312026-05-15

XLY SELECT SECTOR SPDR TR30.1K shares16.56%2026-03-312026-05-15

KO COCA COLA CO42.4K shares56.45%2026-03-312026-05-15

XLC SELECT SECTOR SPDR TR28.2K shares-11.51%2026-03-312026-05-15

FLOT ISHARES TR60.8K shares-4.83%2026-03-312026-05-15

USFR WISDOMTREE TR61.4K shares-5.17%2026-03-312026-05-15

Sponsored

GLD SPDR GOLD TR6.9K shares39.65%2026-03-312026-05-15

PAVE GLOBAL X FDS58.0K shares-1.81%2026-03-312026-05-15

CLOA BLACKROCK ETF TRUST II56.6K shares167.38%2026-03-312026-05-15

USMV ISHARES TR30.1K shares61.19%2026-03-312026-05-15

GEV GE VERNOVA INC3.1K shares11.43%2026-03-312026-05-15

QEFA SPDR INDEX SHS FDS29.2K shares-11.85%2026-03-312026-05-15

FDIV EA SERIES TRUST101.8K shares-6.50%2026-03-312026-05-15

IJH ISHARES TR39.9K shares3.42%2026-03-312026-05-15

Sponsored

IYW ISHARES TR14.7K shares-39.17%2026-03-312026-05-15

SMH VANECK ETF TRUST6.9K shares276.65%2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC2.7K shares266.71%2026-03-312026-05-15

IYY ISHARES TR16.5K shares-2.63%2026-03-312026-05-15

VLUE ISHARES TR18.4K sharesnew addition2026-03-312026-05-15

CRM SALESFORCE INC13.9K shares17.35%2026-03-312026-05-15

MA MASTERCARD INCORPORATED5.2K shares12.64%2026-03-312026-05-15

SUSB ISHARES TR103.2K shares5.47%2026-03-312026-05-15

Sponsored

IJT ISHARES TR17.8K shares-2.02%2026-03-312026-05-15

VTV VANGUARD INDEX FDS13.0K shares145.08%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE8.9K shares6.50%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS34.1K shares-1.26%2026-03-312026-05-15

MDY STATE STR SPDR S&P MIDCAP 404.1K shares-0.10%2026-03-312026-05-15

VBR VANGUARD INDEX FDS11.4K shares30.26%2026-03-312026-05-15

BMO BANK MONTREAL MEDIUM18.3K shares6.58%2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC28.5K shares131.56%2026-03-312026-05-15

Sponsored

EWJ ISHARES INC29.2K shares40.80%2026-03-312026-05-15

DE DEERE & CO4.2K shares-4.51%2026-03-312026-05-15

DIS DISNEY WALT CO24.7K shares5.86%2026-03-312026-05-15

XVV ISHARES TR47.3K shares26.56%2026-03-312026-05-15

DMXF ISHARES TR30.8K shares8.71%2026-03-312026-05-15

S SENTINELONE INC180.0K shares0.00%2026-03-312026-05-15

MUST COLUMBIA ETF TR I112.9K sharesnew addition2026-03-312026-05-15

HFXI NEW YORK LIFE INVESTMENTS ET68.6K sharesnew addition2026-03-312026-05-15

Sponsored

AMGN AMGEN INC6.5K shares123.46%2026-03-312026-05-15

ITW ILLINOIS TOOL WKS INC8.7K shares-1.67%2026-03-312026-05-15

SCHF SCHWAB STRATEGIC TR90.9K shares14.09%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC8.3K shares22.00%2026-03-312026-05-15

LITE LUMENTUM HLDGS INC3.2K sharesnew addition2026-03-312026-05-15

PLD PROLOGIS INC.16.9K shares357.73%2026-03-312026-05-15

DVY ISHARES TR14.8K shares2.82%2026-03-312026-05-15

ESTA ESTABLISHMENT LABS HLDGS INC38.9K shares-4.88%2026-03-312026-05-15

Sponsored

IGHG PROSHARES TR28.3K shares-41.91%2026-03-312026-05-15

EMR EMERSON ELEC CO16.4K shares217.19%2026-03-312026-05-15

VO VANGUARD INDEX FDS29.4K shares185.26%2026-03-312026-05-15

PNC PNC FINL SVCS GROUP INC10.1K sharesnew addition2026-03-312026-05-15

AEIS ADVANCED ENERGY INDS6.4K shares-10.04%2026-03-312026-05-15

IHAK ISHARES TR47.3K shares-0.07%2026-03-312026-05-15

GIS GENERAL MILLS INC54.4K shares-1.07%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC2.4K shares-12.36%2026-03-312026-05-15

Sponsored

MMM 3M CO13.7K shares19.49%2026-03-312026-05-15

NOC NORTHROP GRUMMAN CORP2.9K shares7.12%2026-03-312026-05-15

MS MORGAN STANLEY12.0K shares23.34%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC38.8K shares12.04%2026-03-312026-05-15

SO SOUTHERN CO20.0K shares-2.33%2026-03-312026-05-15

QCOM QUALCOMM INC14.8K shares127.46%2026-03-312026-05-15

HON HONEYWELL INTL INC8.4K shares36.13%2026-03-312026-05-15

KLAC KLA CORP1.3K shares2.08%2026-03-312026-05-15

Sponsored

ABNB AIRBNB INC14.9K shares-27.09%2026-03-312026-05-15

SBUX STARBUCKS CORP20.8K shares19.72%2026-03-312026-05-15

SPTM SPDR SERIES TRUST23.1K shares37.53%2026-03-312026-05-15

AMAT APPLIED MATLS INC5.2K shares-4.18%2026-03-312026-05-15

WPC WP CAREY INC26.2K shares14.40%2026-03-312026-05-15

IGV ISHARES TR22.2K shares24.04%2026-03-312026-05-15

OEF ISHARES TR5.6K shares-92.13%2026-03-312026-05-15

MCK MCKESSON CORP2.0K shares-7.49%2026-03-312026-05-15

Sponsored

FMDE FIDELITY COVINGTON TRUST46.8K sharesnew addition2026-03-312026-05-15

VXUS VANGUARD STAR FDS21.5K shares-21.75%2026-03-312026-05-15

PCN PIMCO CORPORATE & INCM STRG136.9K sharesnew addition2026-03-312026-05-15

ESGE ISHARES INC35.8K shares2.45%2026-03-312026-05-15

ITOT ISHARES TR11.3K shares21.51%2026-03-312026-05-15

VGIT VANGUARD SCOTTSDALE FDS26.5K shares2.51%2026-03-312026-05-15

DLTR DOLLAR TREE INC14.3K shares-0.01%2026-03-312026-05-15

TLH ISHARES TR15.4K shares-21.14%2026-03-312026-05-15

Sponsored

SCHQ SCHWAB STRATEGIC TR49.1K shares-25.21%2026-03-312026-05-15

NULG NUSHARES ETF TR16.9K shares-11.39%2026-03-312026-05-15

IYR ISHARES TR16.1K shares-0.65%2026-03-312026-05-15

UNP UNION PAC CORP6.2K shares37.63%2026-03-312026-05-15

RBLX ROBLOX CORP26.8K shares19.35%2026-03-312026-05-15

HNGE HINGE HEALTH INC39.2K shares0.00%2026-03-312026-05-15

NXPI NXP SEMICONDUCTORS N V7.7K sharesnew addition2026-03-312026-05-15

LOW LOWES COS INC6.4K shares7.99%2026-03-312026-05-15

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AVUV AMERICAN CENTY ETF TR13.4K sharesnew addition2026-03-312026-05-15

SMLV SPDR SERIES TRUST10.8K shares0.01%2026-03-312026-05-15

CRWD CROWDSTRIKE HLDGS INC3.7K shares-9.92%2026-03-312026-05-15

USB US BANCORP27.3K shares-18.85%2026-03-312026-05-15

CENTA CENTRAL GARDEN & PET CO43.4K shares-0.08%2026-03-312026-05-15

NVDU DIREXION SHARES ETF TRUST14.4K shares0.00%2026-03-312026-05-15

DSI ISHARES TR11.4K shares0.30%2026-03-312026-05-15

SNPE DBX ETF TR23.2K shares-12.31%2026-03-312026-05-15

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SCHA SCHWAB STRATEGIC TR47.4K shares-2.63%2026-03-312026-05-15

WMB WILLIAMS COS INC18.6K shares384.37%2026-03-312026-05-15

COP CONOCOPHILLIPS10.2K shares7.60%2026-03-312026-05-15

INTC INTEL CORP30.6K shares-2.77%2026-03-312026-05-15

T AT&T INC46.2K shares12.61%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC2.7K shares7.06%2026-03-312026-05-15

IBIT ISHARES BITCOIN TRUST ETF34.0K shares22.35%2026-03-312026-05-15

EPD ENTERPRISE PRODS PARTNERS L34.4K shares-11.28%2026-03-312026-05-15

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EW EDWARDS LIFESCIENCES CORP16.0K shares-3.41%2026-03-312026-05-15

ALL ALLSTATE CORP6.2K shares4.02%2026-03-312026-05-15

EEM ISHARES TR22.6K shares0.34%2026-03-312026-05-15

TRV TRAVELERS COMPANIES INC4.3K shares34.24%2026-03-312026-05-15

XAR SPDR SERIES TRUST4.9K shares-28.84%2026-03-312026-05-15

CTAS CINTAS CORP7.3K shares37.16%2026-03-312026-05-15

CRS CARPENTER TECHNOLOGY CORP3.1K sharesnew addition2026-03-312026-05-15

VONV VANGUARD SCOTTSDALE FDS13.0K shares0.75%2026-03-312026-05-15

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WEC ENERGY GROUP INC WEC ENERGY GROUP INC10.5K shares-2.51%2026-03-312026-05-15

CMCSA COMCAST CORP NEW42.3K shares138.06%2026-03-312026-05-15

NEE NEXTERA ENERGY INC12.9K shares17.70%2026-03-312026-05-15

AON PLC AON PLC3.7K shares16.74%2026-03-312026-05-15

FNDF SCHWAB STRATEGIC TR24.1K shares27.63%2026-03-312026-05-15

CGNX COGNEX CORP24.1K sharesnew addition2026-03-312026-05-15

QLYS QUALYS INC13.4K shares0.01%2026-03-312026-05-15

TXN TEXAS INSTRS INC6.0K shares111.95%2026-03-312026-05-15

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QUS SPDR SERIES TRUST6.8K shares-10.01%2026-03-312026-05-15

LINDE PLC LINDE PLC2.3K shares65.49%2026-03-312026-05-15

COF CAPITAL ONE FINL CORP6.3K shares26.94%2026-03-312026-05-15

TMUS T-MOBILE US INC5.5K shares55.97%2026-03-312026-05-15

DHR DANAHER CORP DEL6.0K shares15.03%2026-03-312026-05-15

VV VANGUARD INDEX FDS3.7K shares19.58%2026-03-312026-05-15

INTU INTUIT2.5K shares247.66%2026-03-312026-05-15

VGK VANGUARD INTL EQUITY INDEX F13.1K shares-38.84%2026-03-312026-05-15

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ITT INC ITT INC5.7K sharesnew addition2026-03-312026-05-15

IWS ISHARES TR7.4K shares-3.19%2026-03-312026-05-15

NKE NIKE INC20.3K shares76.50%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS7.1K shares-3.23%2026-03-312026-05-15

TWLO TWILIO INC8.3K shares-32.53%2026-03-312026-05-15

IYH ISHARES TR17.0K shares0.00%2026-03-312026-05-15

SRE SEMPRA10.7K shares44.88%2026-03-312026-05-15

ADI ANALOG DEVICES INC3.3K shares-13.75%2026-03-312026-05-15

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PZA INVESCO EXCH TRADED FD TR II45.2K sharesnew addition2026-03-312026-05-15

SPGI S&P GLOBAL INC2.4K shares11.27%2026-03-312026-05-15

USIG ISHARES TR20.2K shares3.05%2026-03-312026-05-15

ICVT ISHARES TR10.1K shares-24.73%2026-03-312026-05-15

CART MAPLEBEAR INC27.4K shares-0.43%2026-03-312026-05-15

PSX PHILLIPS 665.6K shares-2.15%2026-03-312026-05-15

PCG PG&E CORP57.7K shares38.39%2026-03-312026-05-15

OTF BLUE OWL TECHNOLOGY FIN CORP81.8K shares-24.81%2026-03-312026-05-15

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MSI MOTOROLA SOLUTIONS INC2.3K shares46.39%2026-03-312026-05-15

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW9.5K sharesnew addition2026-03-312026-05-15

IXUS ISHARES TR11.7K shares-1.86%2026-03-312026-05-15

CEG CONSTELLATION ENERGY CORP3.6K shares65.93%2026-03-312026-05-15

CPS COOPER-STANDARD HOLDINGS INC36.0K shares20.00%2026-03-312026-05-15

DIVB ISHARES TR18.6K shares0.38%2026-03-312026-05-15

IWN ISHARES TR5.2K shares4.14%2026-03-312026-05-15

SCHG SCHWAB STRATEGIC TR34.1K shares11.93%2026-03-312026-05-15

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SCHW SCHWAB CHARLES CORP10.3K shares34.03%2026-03-312026-05-15

MMC MARSH & MCLENNAN COS INC5.6K shares126.38%2026-03-312026-05-15

XEL XCEL ENERGY INC12.1K shares-0.24%2026-03-312026-05-15

IGOV ISHARES TR23.5K shares110.57%2026-03-312026-05-15

APD AIR PRODUCTS AND CHEMICALS I3.3K shares170.69%2026-03-312026-05-15

WM WASTE MGMT INC DEL4.2K shares34.74%2026-03-312026-05-15

SPOT SPOTIFY TECHNOLOGY S A1.9K shares3.34%2026-03-312026-05-15

GTLS CHART INDS INC4.6K sharesnew addition2026-03-312026-05-15

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EWBC EAST WEST BANCORP INC8.8K sharesnew addition2026-03-312026-05-15

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II12.6K shares8.13%2026-03-312026-05-15

ASML ASML HLDG NV696 shares31.32%2026-03-312026-05-15

CFR CULLEN FROST BANKERS INC6.7K sharesnew addition2026-03-312026-05-15

ECL ECOLAB INC3.4K shares26.54%2026-03-312026-05-15

PL PLANET LABS PBC32.2K sharesnew addition2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC7.8K shares14.81%2026-03-312026-05-15

IWO ISHARES TR2.8K shares-2.38%2026-03-312026-05-15

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ISRG INTUITIVE SURGICAL INC1.9K shares26.60%2026-03-312026-05-15

DFUV DIMENSIONAL ETF TRUST18.1K shares0.00%2026-03-312026-05-15

DFUS DIMENSIONAL ETF TRUST12.3K shares0.21%2026-03-312026-05-15

SNDA SONIDA SENIOR LIVING INC26.9K sharesnew addition2026-03-312026-05-15

AMT AMERICAN TOWER CORP5.0K shares87.58%2026-03-312026-05-15

CROX CROCS INC10.4K sharesnew addition2026-03-312026-05-15

XJH ISHARES TR19.0K shares22.35%2026-03-312026-05-15

HDV ISHARES TR31.8K shares553.31%2026-03-312026-05-15

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L LOEWS CORP8.0K shares-0.57%2026-03-312026-05-15

MGEE MGE ENERGY INC10.9K shares0.00%2026-03-312026-05-15

ACM AECOM9.8K shares-7.41%2026-03-312026-05-15

SCHB SCHWAB STRATEGIC TR33.3K shares16.35%2026-03-312026-05-15

AN AUTONATION INC4.3K sharesnew addition2026-03-312026-05-15

FALN ISHARES TR31.1K shares-28.68%2026-03-312026-05-15

VCLT VANGUARD SCOTTSDALE FDS11.1K shares-53.42%2026-03-312026-05-15

VEU VANGUARD INTL EQUITY INDEX F11.0K shares44.70%2026-03-312026-05-15

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APG API GROUP CORP20.2K shares0.99%2026-03-312026-05-15

SPXL DIREXION SHARES ETF TRUST4.4K shares342.24%2026-03-312026-05-15

SMTC SEMTECH CORP10.5K sharesnew addition2026-03-312026-05-15

GBTC GRAYSCALE BITCOIN TRUST ETF15.3K shares0.66%2026-03-312026-05-15

O REALTY INCOME CORP13.0K shares-5.67%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC4.9K shares20.38%2026-03-312026-05-15

NULV NUSHARES ETF TR17.4K shares-7.97%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW5.9K shares-6.73%2026-03-312026-05-15

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NVT NVENT ELEC PLC6.5K shares147.86%2026-03-312026-05-15

APH AMPHENOL CORP6.0K shares26.56%2026-03-312026-05-15

ULTA ULTA BEAUTY INC1.4K sharesnew addition2026-03-312026-05-15

KMB KIMBERLY-CLARK CORP7.7K shares30.84%2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSING IN3.6K shares97.38%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC2.2K shares39.12%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC2.0K shares23.34%2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC6.4K shares-16.21%2026-03-312026-05-15

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PSA PUBLIC STORAGE OPER CO2.7K shares110.82%2026-03-312026-05-15

CRH PLC CRH PLC6.9K shares102.12%2026-03-312026-05-15

OTTR OTTER TAIL CORP8.2K shares-0.16%2026-03-312026-05-15

CL COLGATE PALMOLIVE CO8.4K shares0.74%2026-03-312026-05-15

THE CIGNA GROUP THE CIGNA GROUP2.7K shares0.04%2026-03-312026-05-15

BKNG BOOKING HOLDINGS INC4.2K shares2350.58%2026-03-312026-05-15

VOT VANGUARD INDEX FDS2.7K shares5.67%2026-03-312026-05-15

JPIE J P MORGAN EXCHANGE TRADED F15.2K shares2.19%2026-03-312026-05-15

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CMC COMMERCIAL METALS CO11.1K shares35.65%2026-03-312026-05-15

MPC MARATHON PETE CORP2.8K shares8.78%2026-03-312026-05-15

PFE PFIZER INC24.1K shares15.58%2026-03-312026-05-15

NIC NICOLET BANKSHARES INC4.5K shares0.00%2026-03-312026-05-15

SCHR SCHWAB STRATEGIC TR26.9K shares20.39%2026-03-312026-05-15

AIZ ASSURANT INC3.1K shares-4.86%2026-03-312026-05-15

SHOP SHOPIFY INC5.6K shares-8.26%2026-03-312026-05-15

ASTRAZENECA PLC ASTRAZENECA PLC3.3K sharesnew addition2026-03-312026-05-15

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PKW INVESCO EXCHANGE TRADED FD T5.0K shares0.00%2026-03-312026-05-15

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC6.6K shares18.64%2026-03-312026-05-15

DLR DIGITAL RLTY TR INC3.6K sharesnew addition2026-03-312026-05-15

CLF CLEVELAND-CLIFFS INC NEW75.5K sharesnew addition2026-03-312026-05-15

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NFRA FLEXSHARES TR9.9K shares0.00%2026-03-312026-05-15

GGG GRACO INC7.4K shares-6.31%2026-03-312026-05-15

SPYD SPDR SERIES TRUST13.7K shares0.80%2026-03-312026-05-15

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DXPE DXP ENTERPRISES INC4.4K shares0.00%2026-03-312026-05-15

IHI ISHARES TR11.5K shares-1.94%2026-03-312026-05-15

ADBE ADOBE INC2.5K shares-18.53%2026-03-312026-05-15

FCX FREEPORT MCMORAN INC10.2K shares29.32%2026-03-312026-05-15

SHV ISHARES TR5.4K shares0.71%2026-03-312026-05-15

VBK VANGUARD INDEX FDS2.0K shares11.80%2026-03-312026-05-15

TJX TJX COS INC NEW3.7K shares72.04%2026-03-312026-05-15

IDXX IDEXX LABS INC1.0K shares6.73%2026-03-312026-05-15

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UBER UBER TECHNOLOGIES INC8.1K shares26.54%2026-03-312026-05-15

CGW INVESCO EXCH TRADED FD TR II9.0K shares0.85%2026-03-312026-05-15

PEGA PEGASYSTEMS INC13.4K sharesnew addition2026-03-312026-05-15

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BBAR BANCO BBVA ARGENTINA S A35.0K shares0.00%2026-03-312026-05-15

NDAQ NASDAQ INC6.6K shares8.92%2026-03-312026-05-15

IQLT ISHARES TR12.1K shares3.30%2026-03-312026-05-15

CELC CELCUITY INC4.9K shares-0.02%2026-03-312026-05-15

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SCHV SCHWAB STRATEGIC TR18.1K shares1.25%2026-03-312026-05-15

VCR VANGUARD WORLD FD1.5K shares1.18%2026-03-312026-05-15

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VOE VANGUARD INDEX FDS3.0K shares7.77%2026-03-312026-05-15

GLOB GLOBANT S A11.8K sharesnew addition2026-03-312026-05-15

SCHE SCHWAB STRATEGIC TR16.3K shares-11.96%2026-03-312026-05-15

SHEL SHELL PLC5.8K shares5.34%2026-03-312026-05-15

SLV ISHARES SILVER TR7.8K shares135.03%2026-03-312026-05-15

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LH LABCORP HOLDINGS INC2.0K shares5.13%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR17.1K shares24.43%2026-03-312026-05-15

VDC VANGUARD WORLD FD2.3K shares43.90%2026-03-312026-05-15

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GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.5K shares0.81%2026-03-312026-05-15

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VMC VULCAN MATLS CO1.9K shares165.54%2026-03-312026-05-15

ICE INTERCONTINENTAL EXCHANGE IN3.3K shares39.71%2026-03-312026-05-15

INSM INSMED INC3.1K shares-0.32%2026-03-312026-05-15

BDX BECTON DICKINSON & CO3.2K sharesnew addition2026-03-312026-05-15

CVS CVS HEALTH CORP7.0K shares98.73%2026-03-312026-05-15

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC4.4K sharesnew addition2026-03-312026-05-15

MAR MARRIOTT INTL INC NEW1.5K shares6.52%2026-03-312026-05-15

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SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.2K shares-43.84%2026-03-312026-05-15

MGC VANGUARD WORLD FD2.0K shares0.10%2026-03-312026-05-15

VRTX VERTEX PHARMACEUTICALS INC1.1K shares-0.55%2026-03-312026-05-15

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QDEL QUIDELORTHO CORP28.8K shares-0.15%2026-03-312026-05-15

ET ENERGY TRANSFER L P24.2K shares1.81%2026-03-312026-05-15

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HEDJ WISDOMTREE TR8.9K shares0.00%2026-03-312026-05-15

BMA BANCO MACRO S A6.0K shares0.00%2026-03-312026-05-15

CDNS CADENCE DESIGN SYSTEM INC1.7K shares74.79%2026-03-312026-05-15

IGM ISHARES TR3.9K shares-13.38%2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB CO7.3K shares15.35%2026-03-312026-05-15

CF CF INDUSTRIES HOLD3.4K shares4.63%2026-03-312026-05-15

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FNDX SCHWAB STRATEGIC TR15.4K shares77.86%2026-03-312026-05-15

PWB INVESCO EXCHANGE TRADED FD T3.4K shares0.00%2026-03-312026-05-15

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MET METLIFE INC6.0K sharesnew addition2026-03-312026-05-15

IYF ISHARES TR3.6K shares-4.01%2026-03-312026-05-15

ODFL OLD DOMINION FREIGHT LINE IN2.2K sharesnew addition2026-03-312026-05-15

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XLP SELECT SECTOR SPDR TR5.0K shares1.48%2026-03-312026-05-15

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MGK VANGUARD WORLD FD5.4K shares326.07%2026-03-312026-05-15

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RSPT INVESCO EXCHANGE TRADED FD T8.5K shares3.51%2026-03-312026-05-15

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TTWO TAKE-TWO INTERACTIVE SOFTWAR1.8K shares16.07%2026-03-312026-05-15

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IYM ISHARES TR2.1K shares0.05%2026-03-312026-05-15

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Sponsored

ZJUL INNOVATOR ETFS TRUST12.2K sharesnew addition2026-03-312026-05-15

GDXJ VANECK ETF TRUST2.9K shares55.76%2026-03-312026-05-15

GILD GILEAD SCIENCES INC2.5K shares-2.25%2026-03-312026-05-15

SHY ISHARES TR4.2K shares20.88%2026-03-312026-05-15

FDL FIRST TR EXCHANGE-TRADED FD6.9K shares3.63%2026-03-312026-05-15

BOKF BOK FINL CORP2.7K shares2.36%2026-03-312026-05-15

CIEN CIENA CORP899 sharesnew addition2026-03-312026-05-15

CB CHUBB LTD SWITZ1.1K shares-18.14%2026-03-312026-05-15

Sponsored

LRGF ISHARES TR5.2K shares0.02%2026-03-312026-05-15

QAI NEW YORK LIFE INVESTMENTS ET10.1K shares-10.24%2026-03-312026-05-15

NVS NOVARTIS AG2.3K shares-4.38%2026-03-312026-05-15

BEN FRANKLIN RESOURCES INC14.5K shares2.83%2026-03-312026-05-15

J JACOBS SOLUTIONS INC2.6K shares-22.71%2026-03-312026-05-15

EQIX EQUINIX INC340 shares20.14%2026-03-312026-05-15

TY TRI CONTL CORP10.4K sharesnew addition2026-03-312026-05-15

FLEX FLEXTRONICS INTL LTD5.0K shares-30.63%2026-03-312026-05-15

Sponsored

AFG AMERICAN FINANCIAL GROUP INC2.6K shares1.99%2026-03-312026-05-15

DFAT DIMENSIONAL ETF TRUST5.2K shares22.98%2026-03-312026-05-15

DFAS DIMENSIONAL ETF TRUST4.5K shares0.15%2026-03-312026-05-15

EXC EXELON CORP6.5K sharesnew addition2026-03-312026-05-15

JMTG

J P MORGAN EXCHANGE TRADED F

7.42%

Shares9.7M

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

6.14%

Shares588.4K

Event2026-03-31

Filed2026-05-15

SPYM

SPDR SERIES TRUST

9.32%

Shares4.2M

Event2026-03-31

Filed2026-05-15

VGSH

VANGUARD SCOTTSDALE FDS

2.86%

Shares4.9M

Event2026-03-31

Filed2026-05-15

SPYV

SPDR SERIES TRUST

3.83%

Shares4.6M

Event2026-03-31

Filed2026-05-15

SGOV

ISHARES TR

11.07%

Shares2.2M

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

3.81%

Shares389.8K

Event2026-03-31

Filed2026-05-15

SPYG

SPDR SERIES TRUST

4.73%

Shares2.2M

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

5.91%

Shares774.0K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

-1.76%

Shares284.9K

Event2026-03-31

Filed2026-05-15

IGF

ISHARES TR

84.72%

Shares2.7M

Event2026-03-31

Filed2026-05-15

HEFA

ISHARES TR

13.34%

Shares3.1M

Event2026-03-31

Filed2026-05-15

MDYV

SPDR SERIES TRUST

3.07%

Shares1.3M

Event2026-03-31

Filed2026-05-15

IWB

ISHARES TR

-0.17%

Shares298.3K

Event2026-03-31

Filed2026-05-15

MDYG

SPDR SERIES TRUST

2.71%

Shares1.1M

Event2026-03-31

Filed2026-05-15

JMST

J P MORGAN EXCHANGE TRADED F

25.96%

Shares1.5M

Event2026-03-31

Filed2026-05-15

SLYV

SPDR SERIES TRUST

2.08%

Shares797.9K

Event2026-03-31

Filed2026-05-15

ROUS

LATTICE STRATEGIES TR

-4.83%

Shares1.3M

Event2026-03-31

Filed2026-05-15

IWR

ISHARES TR

-1.55%

Shares707.8K

Event2026-03-31

Filed2026-05-15

EFA

ISHARES TR

0.13%

Shares683.7K

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

11.29%

Shares945.6K

Event2026-03-31

Filed2026-05-15

SLYG

SPDR SERIES TRUST

3.31%

Shares682.3K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

4.45%

Shares337.0K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

5.79%

Shares157.3K

Event2026-03-31

Filed2026-05-15

IUSB

ISHARES TR

2.55%

Shares1.2M

Event2026-03-31

Filed2026-05-15

SPEM

SPDR INDEX SHS FDS

-0.19%

Shares1.1M

Event2026-03-31

Filed2026-05-15

IEF

ISHARES TR

28.39%

Shares524.1K

Event2026-03-31

Filed2026-05-15

BUFR

FIRST TR EXCHNG TRADED FD VI

19.82%

Shares1.4M

Event2026-03-31

Filed2026-05-15

IWM

ISHARES TR

0.44%

Shares191.4K

Event2026-03-31

Filed2026-05-15

VMBS

VANGUARD SCOTTSDALE FDS

-0.06%

Shares957.1K

Event2026-03-31

Filed2026-05-15

MBB

ISHARES TR

2.31%

Shares466.4K

Event2026-03-31

Filed2026-05-15

IWF

ISHARES TR

288.12%

Shares385.9K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

-1.00%

Shares274.8K

Event2026-03-31

Filed2026-05-15

IVE

ISHARES TR

-4.66%

Shares155.8K

Event2026-03-31

Filed2026-05-15

SPTI

SPDR SERIES TRUST

1.50%

Shares1.1M

Event2026-03-31

Filed2026-05-15

TAFM

AB ACTIVE ETFS INC

-2.38%

Shares1.2M

Event2026-03-31

Filed2026-05-15

AGG

ISHARES TR

2.04%

Shares309.9K

Event2026-03-31

Filed2026-05-15

VYMI

VANGUARD WHITEHALL FDS

-3.62%

Shares323.5K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

-0.11%

Shares461.3K

Event2026-03-31

Filed2026-05-15

MDLZ

MONDELEZ INTL INC

-1.07%

Shares512.6K

Event2026-03-31

Filed2026-05-15

PHILIP MORRIS INTL INC

-2.66%

Shares175.4K

Event2026-03-31

Filed2026-05-15

SCHZ

SCHWAB STRATEGIC TR

1.96%

Shares1.2M

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

14.44%

Shares129.7K

Event2026-03-31

Filed2026-05-15

QQQM

INVESCO EXCH TRADED FD TR II

4.21%

Shares112.4K

Event2026-03-31

Filed2026-05-15

BDYN

BLACKROCK ETF TRUST

1.96%

Shares1.1M

Event2026-03-31

Filed2026-05-15

PGR

PROGRESSIVE CORP

-0.06%

Shares134.2K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

-2.52%

Shares81.0K

Event2026-03-31

Filed2026-05-15

DYNF

BLACKROCK ETF TRUST

-24.66%

Shares431.7K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

0.68%

Shares164.4K

Event2026-03-31

Filed2026-05-15

STIP

ISHARES TR

3.76%

Shares227.9K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

-2.29%

Shares435.6K

Event2026-03-31

Filed2026-05-15

BIL

SPDR SERIES TRUST

-5.14%

Shares224.3K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

0.86%

Shares42.1K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

3.39%

Shares68.0K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

1.30%

Shares28.5K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

13.83%

Shares48.4K

Event2026-03-31

Filed2026-05-15

BINC

BLACKROCK ETF TRUST II

1.71%

Shares344.2K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-0.33%

Shares62.1K

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

6.83%

Shares134.0K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

24.25%

Shares60.4K

Event2026-03-31

Filed2026-05-15

EFG

ISHARES TR

176.32%

Shares155.6K

Event2026-03-31

Filed2026-05-15

SPHQ

INVESCO EXCHANGE TRADED FD T

-18.06%

Shares224.2K

Event2026-03-31

Filed2026-05-15

GOVT

ISHARES TR

309.07%

Shares677.6K

Event2026-03-31

Filed2026-05-15

MTUM

ISHARES TR

8.17%

Shares62.4K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

1.39%

Shares64.8K

Event2026-03-31

Filed2026-05-15

BAI

BLACKROCK ETF TRUST

16.80%

Shares414.0K

Event2026-03-31

Filed2026-05-15

VGLT

VANGUARD SCOTTSDALE FDS

2.92%

Shares239.9K

Event2026-03-31

Filed2026-05-15

ALTRIA GROUP INC

-2.99%

Shares198.3K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-9.95%

Shares48.6K

Event2026-03-31

Filed2026-05-15

VCSH

VANGUARD SCOTTSDALE FDS

7.05%

Shares156.8K

Event2026-03-31

Filed2026-05-15

IWP

ISHARES TR

-0.81%

Shares89.8K

Event2026-03-31

Filed2026-05-15

XLF

SELECT SECTOR SPDR TR

0.41%

Shares230.9K

Event2026-03-31

Filed2026-05-15

ITA

ISHARES TR

61.80%

Shares51.1K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

33.94%

Shares35.9K

Event2026-03-31

Filed2026-05-15

HYLB

DBX ETF TR

-0.87%

Shares305.0K

Event2026-03-31

Filed2026-05-15

META

META PLATFORMS INC

13.20%

Shares19.1K

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

-3.38%

Shares49.7K

Event2026-03-31

Filed2026-05-15

KDP

KEURIG DR PEPPER INC

0.87%

Shares403.9K

Event2026-03-31

Filed2026-05-15

IGIB

ISHARES TR

2.82%

Shares196.2K

Event2026-03-31

Filed2026-05-15

SCHX

SCHWAB STRATEGIC TR

-5.35%

Shares403.2K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

22.49%

Shares60.7K

Event2026-03-31

Filed2026-05-15

UPS

UNITED PARCEL SVCS INC

-2.39%

Shares104.5K

Event2026-03-31

Filed2026-05-15

BDVL

BLACKROCK ETF TRUST

-4.11%

Shares409.2K

Event2026-03-31

Filed2026-05-15

IWD

ISHARES TR

2.28%

Shares46.8K

Event2026-03-31

Filed2026-05-15

BNDX

VANGUARD CHARLOTTE FDS

3.80%

Shares204.8K

Event2026-03-31

Filed2026-05-15

VNQ

VANGUARD INDEX FDS

0.52%

Shares109.4K

Event2026-03-31

Filed2026-05-15

ESGU

ISHARES TR

-1.48%

Shares67.7K

Event2026-03-31

Filed2026-05-15

SOXQ

INVESCO EXCH TRADED FD TR II

-1.72%

Shares159.0K

Event2026-03-31

Filed2026-05-15

VISA INC

17.70%

Shares30.5K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

0.87%

Shares44.2K

Event2026-03-31

Filed2026-05-15

VGT

VANGUARD WORLD FD

709.26%

Shares99.3K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

7.50%

Shares35.0K

Event2026-03-31

Filed2026-05-15

DGRO

ISHARES TR

147.33%

Shares120.4K

Event2026-03-31

Filed2026-05-15

IVW

ISHARES TR

11.53%

Shares71.6K

Event2026-03-31

Filed2026-05-15

IGEB

ISHARES TR

-9.26%

Shares175.2K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

7.06%

Shares7.7K

Event2026-03-31

Filed2026-05-15

IEUR

ISHARES TR

-9.85%

Shares106.5K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

49.85%

Shares58.8K

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

564.15%

Shares99.8K

Event2026-03-31

Filed2026-05-15

EFV

ISHARES TR

0.48%

Shares97.4K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

15.35%

Shares10.1K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

5.92%

Shares22.8K

Event2026-03-31

Filed2026-05-15

VCIT

VANGUARD SCOTTSDALE FDS

-1.15%

Shares82.7K

Event2026-03-31

Filed2026-05-15

HWKN

HAWKINS INC

61.56%

Shares43.8K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

7.75%

Shares7.2K

Event2026-03-31

Filed2026-05-15

AMP

AMERIPRISE FINL INC

4.57%

Shares14.9K

Event2026-03-31

Filed2026-05-15

XLI

SELECT SECTOR SPDR TR

-1.31%

Shares40.4K

Event2026-03-31

Filed2026-05-15

ESML

ISHARES TR

1.03%

Shares138.4K

Event2026-03-31

Filed2026-05-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

50.00%

Shares9

Event2026-03-31

Filed2026-05-15

ESGD

ISHARES TR

-3.04%

Shares62.6K

Event2026-03-31

Filed2026-05-15

ARTY

ISHARES TR

-1.20%

Shares128.5K

Event2026-03-31

Filed2026-05-15

EMXC

ISHARES INC

-3.67%

Shares75.0K

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

45.19%

Shares36.6K

Event2026-03-31

Filed2026-05-15

XLV

SELECT SECTOR SPDR TR

5.64%

Shares38.7K

Event2026-03-31

Filed2026-05-15

SPBO

SPDR SERIES TRUST

17.39%

Shares192.5K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC.

4.60%

Shares57.6K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

192.86%

Shares28.8K

Event2026-03-31

Filed2026-05-15

SCHK

SCHWAB STRATEGIC TR

-2.18%

Shares175.3K

Event2026-03-31

Filed2026-05-15

TECB

ISHARES TR

-0.30%

Shares94.9K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

-0.77%

Shares35.4K

Event2026-03-31

Filed2026-05-15

KHC

KRAFT HEINZ CO

-0.21%

Shares229.3K

Event2026-03-31

Filed2026-05-15

TQQQ

PROSHARES TR

101.14%

Shares122.1K

Event2026-03-31

Filed2026-05-15

WFC

WELLS FARGO & CO

16.54%

Shares63.0K

Event2026-03-31

Filed2026-05-15

LMT

LOCKHEED MARTIN CORP

-1.56%

Shares8.0K

Event2026-03-31

Filed2026-05-15

XLE

SELECT SECTOR SPDR TR

13.85%

Shares76.0K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

-7.16%

Shares51.2K

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INC

-1.89%

Shares31.1K

Event2026-03-31

Filed2026-05-15

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares112.3K

Event2026-03-31

Filed2026-05-15

EAGG

ISHARES TR

4.52%

Shares91.6K

Event2026-03-31

Filed2026-05-15

VXF

VANGUARD INDEX FDS

-0.99%

Shares21.1K

Event2026-03-31

Filed2026-05-15

SDY

SPDR SERIES TRUST

-2.10%

Shares29.5K

Event2026-03-31

Filed2026-05-15

SYK

STRYKER CORPORATION

1.70%

Shares13.0K

Event2026-03-31

Filed2026-05-15

IBM

INTERNATIONAL BUSINESS MACHS

-2.44%

Shares17.3K

Event2026-03-31

Filed2026-05-15

AXP

AMERICAN EXPRESS CO

-4.25%

Shares13.8K

Event2026-03-31

Filed2026-05-15

ISHARES GOLD TR

-62.58%

Shares46.8K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

77.74%

Shares34.3K

Event2026-03-31

Filed2026-05-15

GLW

CORNING INC

3.16%

Shares29.3K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

9.09%

Shares51.1K

Event2026-03-31

Filed2026-05-15

DXJ

WISDOMTREE TR

New

Shares24.6K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

-2.49%

Shares37.8K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

219.44%

Shares11.5K

Event2026-03-31

Filed2026-05-15

SYSB

ISHARES TR

20.19%

Shares42.8K

Event2026-03-31

Filed2026-05-15

AMD

ADVANCED MICRO DEVICES INC

-8.83%

Shares18.7K

Event2026-03-31

Filed2026-05-15

VEEV

VEEVA SYS INC

-0.10%

Shares21.4K

Event2026-03-31

Filed2026-05-15

SCHO

SCHWAB STRATEGIC TR

1.97%

Shares153.3K

Event2026-03-31

Filed2026-05-15

BOEING CO

2.86%

Shares18.5K

Event2026-03-31

Filed2026-05-15

BAC

BANK AMERICA CORP

-5.61%

Shares74.6K

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

6.31%

Shares11.0K

Event2026-03-31

Filed2026-05-15

SUSA

ISHARES TR

1.48%

Shares27.2K

Event2026-03-31

Filed2026-05-15

RTX

RTX CORPORATION

11.03%

Shares18.3K

Event2026-03-31

Filed2026-05-15

SCHM

SCHWAB STRATEGIC TR

-3.45%

Shares112.0K

Event2026-03-31

Filed2026-05-15

SPSM

SPDR SERIES TRUST

36.42%

Shares71.4K

Event2026-03-31

Filed2026-05-15

QUAL

ISHARES TR

24.72%

Shares17.6K

Event2026-03-31

Filed2026-05-15

TGT

TARGET CORP

20.05%

Shares27.4K

Event2026-03-31

Filed2026-05-15

QLTA

ISHARES TR

35.30%

Shares69.7K

Event2026-03-31

Filed2026-05-15

XLY

SELECT SECTOR SPDR TR

16.56%

Shares30.1K

Event2026-03-31

Filed2026-05-15

COCA COLA CO

56.45%

Shares42.4K

Event2026-03-31

Filed2026-05-15

XLC

SELECT SECTOR SPDR TR

-11.51%

Shares28.2K

Event2026-03-31

Filed2026-05-15

FLOT

ISHARES TR

-4.83%

Shares60.8K

Event2026-03-31

Filed2026-05-15

USFR

WISDOMTREE TR

-5.17%

Shares61.4K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

39.65%

Shares6.9K

Event2026-03-31

Filed2026-05-15

PAVE

GLOBAL X FDS

-1.81%

Shares58.0K

Event2026-03-31

Filed2026-05-15

CLOA

BLACKROCK ETF TRUST II

167.38%

Shares56.6K

Event2026-03-31

Filed2026-05-15

USMV

ISHARES TR

61.19%

Shares30.1K

Event2026-03-31

Filed2026-05-15

GEV

GE VERNOVA INC

11.43%

Shares3.1K

Event2026-03-31

Filed2026-05-15

QEFA

SPDR INDEX SHS FDS

-11.85%

Shares29.2K

Event2026-03-31

Filed2026-05-15

FDIV

EA SERIES TRUST

-6.50%

Shares101.8K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

3.42%

Shares39.9K

Event2026-03-31

Filed2026-05-15

IYW

ISHARES TR

-39.17%

Shares14.7K

Event2026-03-31

Filed2026-05-15

SMH

VANECK ETF TRUST

276.65%

Shares6.9K

Event2026-03-31

Filed2026-05-15

BLACKROCK INC

266.71%

Shares2.7K

Event2026-03-31

Filed2026-05-15

IYY

ISHARES TR

-2.63%

Shares16.5K

Event2026-03-31

Filed2026-05-15

VLUE

ISHARES TR

New

Shares18.4K

Event2026-03-31

Filed2026-05-15

CRM

SALESFORCE INC

17.35%

Shares13.9K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

12.64%

Shares5.2K

Event2026-03-31

Filed2026-05-15

SUSB

ISHARES TR

5.47%

Shares103.2K

Event2026-03-31

Filed2026-05-15

IJT

ISHARES TR

-2.02%

Shares17.8K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

145.08%

Shares13.0K

Event2026-03-31

Filed2026-05-15

GE AEROSPACE

6.50%

Shares8.9K

Event2026-03-31

Filed2026-05-15

BND

VANGUARD BD INDEX FDS

-1.26%

Shares34.1K

Event2026-03-31

Filed2026-05-15

MDY

STATE STR SPDR S&P MIDCAP 40

-0.10%

Shares4.1K

Event2026-03-31

Filed2026-05-15

VBR

VANGUARD INDEX FDS

30.26%

Shares11.4K

Event2026-03-31

Filed2026-05-15

BMO

BANK MONTREAL MEDIUM

6.58%

Shares18.3K

Event2026-03-31

Filed2026-05-15

MEDTRONIC PLC

131.56%

Shares28.5K

Event2026-03-31

Filed2026-05-15

EWJ

ISHARES INC

40.80%

Shares29.2K

Event2026-03-31

Filed2026-05-15

DEERE & CO

-4.51%

Shares4.2K

Event2026-03-31

Filed2026-05-15

DIS

DISNEY WALT CO

5.86%

Shares24.7K

Event2026-03-31

Filed2026-05-15

XVV

ISHARES TR

26.56%

Shares47.3K

Event2026-03-31

Filed2026-05-15

DMXF

ISHARES TR

8.71%

Shares30.8K

Event2026-03-31

Filed2026-05-15

SENTINELONE INC

0.00%

Shares180.0K

Event2026-03-31

Filed2026-05-15

MUST

COLUMBIA ETF TR I

New

Shares112.9K

Event2026-03-31

Filed2026-05-15

HFXI

NEW YORK LIFE INVESTMENTS ET

New

Shares68.6K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

123.46%

Shares6.5K

Event2026-03-31

Filed2026-05-15

ITW

ILLINOIS TOOL WKS INC

-1.67%

Shares8.7K

Event2026-03-31

Filed2026-05-15

SCHF

SCHWAB STRATEGIC TR

14.09%

Shares90.9K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

22.00%

Shares8.3K

Event2026-03-31

Filed2026-05-15

LITE

LUMENTUM HLDGS INC

New

Shares3.2K

Event2026-03-31

Filed2026-05-15

PLD

PROLOGIS INC.

357.73%

Shares16.9K

Event2026-03-31

Filed2026-05-15

DVY

ISHARES TR

2.82%

Shares14.8K

Event2026-03-31

Filed2026-05-15

ESTA

ESTABLISHMENT LABS HLDGS INC

-4.88%

Shares38.9K

Event2026-03-31

Filed2026-05-15

IGHG

PROSHARES TR

-41.91%

Shares28.3K

Event2026-03-31

Filed2026-05-15

EMR

EMERSON ELEC CO

217.19%

Shares16.4K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

185.26%

Shares29.4K

Event2026-03-31

Filed2026-05-15

PNC

PNC FINL SVCS GROUP INC

New

Shares10.1K

Event2026-03-31

Filed2026-05-15

AEIS

ADVANCED ENERGY INDS

-10.04%

Shares6.4K

Event2026-03-31

Filed2026-05-15

IHAK

ISHARES TR

-0.07%

Shares47.3K

Event2026-03-31

Filed2026-05-15

GIS

GENERAL MILLS INC

-1.07%

Shares54.4K

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC

-12.36%

Shares2.4K

Event2026-03-31

Filed2026-05-15

MMM

3M CO

19.49%

Shares13.7K

Event2026-03-31

Filed2026-05-15

NOC

NORTHROP GRUMMAN CORP

7.12%

Shares2.9K

Event2026-03-31

Filed2026-05-15

MORGAN STANLEY

23.34%

Shares12.0K

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC

12.04%

Shares38.8K

Event2026-03-31

Filed2026-05-15

SOUTHERN CO

-2.33%

Shares20.0K

Event2026-03-31

Filed2026-05-15

QCOM

QUALCOMM INC

127.46%

Shares14.8K

Event2026-03-31

Filed2026-05-15

HON

HONEYWELL INTL INC

36.13%

Shares8.4K

Event2026-03-31

Filed2026-05-15

KLAC

KLA CORP

2.08%

Shares1.3K

Event2026-03-31

Filed2026-05-15

ABNB

AIRBNB INC

-27.09%

Shares14.9K

Event2026-03-31

Filed2026-05-15

SBUX

STARBUCKS CORP

19.72%

Shares20.8K

Event2026-03-31

Filed2026-05-15

SPTM

SPDR SERIES TRUST

37.53%

Shares23.1K

Event2026-03-31

Filed2026-05-15

AMAT

APPLIED MATLS INC

-4.18%

Shares5.2K

Event2026-03-31

Filed2026-05-15

WPC

WP CAREY INC

14.40%

Shares26.2K

Event2026-03-31

Filed2026-05-15

IGV

ISHARES TR

24.04%

Shares22.2K

Event2026-03-31

Filed2026-05-15

OEF

ISHARES TR

-92.13%

Shares5.6K

Event2026-03-31

Filed2026-05-15

MCK

MCKESSON CORP

-7.49%

Shares2.0K

Event2026-03-31

Filed2026-05-15

FMDE

FIDELITY COVINGTON TRUST

New

Shares46.8K

Event2026-03-31

Filed2026-05-15

VXUS

VANGUARD STAR FDS

-21.75%

Shares21.5K

Event2026-03-31

Filed2026-05-15

PCN

PIMCO CORPORATE & INCM STRG

New

Shares136.9K

Event2026-03-31

Filed2026-05-15

ESGE

ISHARES INC

2.45%

Shares35.8K

Event2026-03-31

Filed2026-05-15

ITOT

ISHARES TR

21.51%

Shares11.3K

Event2026-03-31

Filed2026-05-15

VGIT

VANGUARD SCOTTSDALE FDS

2.51%

Shares26.5K

Event2026-03-31

Filed2026-05-15

DLTR

DOLLAR TREE INC

-0.01%

Shares14.3K

Event2026-03-31

Filed2026-05-15

TLH

ISHARES TR

-21.14%

Shares15.4K

Event2026-03-31

Filed2026-05-15

SCHQ

SCHWAB STRATEGIC TR

-25.21%

Shares49.1K

Event2026-03-31

Filed2026-05-15

NULG

NUSHARES ETF TR

-11.39%

Shares16.9K

Event2026-03-31

Filed2026-05-15

IYR

ISHARES TR

-0.65%

Shares16.1K

Event2026-03-31

Filed2026-05-15

UNP

UNION PAC CORP

37.63%

Shares6.2K

Event2026-03-31

Filed2026-05-15

RBLX

ROBLOX CORP

19.35%

Shares26.8K

Event2026-03-31

Filed2026-05-15

HNGE

HINGE HEALTH INC

0.00%

Shares39.2K

Event2026-03-31

Filed2026-05-15

NXPI

NXP SEMICONDUCTORS N V

New

Shares7.7K

Event2026-03-31

Filed2026-05-15

LOW

LOWES COS INC

7.99%

Shares6.4K

Event2026-03-31

Filed2026-05-15

AVUV

AMERICAN CENTY ETF TR

New

Shares13.4K

Event2026-03-31

Filed2026-05-15

SMLV

SPDR SERIES TRUST

0.01%

Shares10.8K

Event2026-03-31

Filed2026-05-15

CRWD

CROWDSTRIKE HLDGS INC

-9.92%

Shares3.7K

Event2026-03-31

Filed2026-05-15

USB

US BANCORP

-18.85%

Shares27.3K

Event2026-03-31

Filed2026-05-15

CENTA

CENTRAL GARDEN & PET CO

-0.08%

Shares43.4K

Event2026-03-31

Filed2026-05-15

NVDU

DIREXION SHARES ETF TRUST

0.00%

Shares14.4K

Event2026-03-31

Filed2026-05-15

DSI

ISHARES TR

0.30%

Shares11.4K

Event2026-03-31

Filed2026-05-15

SNPE

DBX ETF TR

-12.31%

Shares23.2K

Event2026-03-31

Filed2026-05-15

SCHA

SCHWAB STRATEGIC TR

-2.63%

Shares47.4K

Event2026-03-31

Filed2026-05-15

WMB

WILLIAMS COS INC

384.37%

Shares18.6K

Event2026-03-31

Filed2026-05-15

COP

CONOCOPHILLIPS

7.60%

Shares10.2K

Event2026-03-31

Filed2026-05-15

INTC

INTEL CORP

-2.77%

Shares30.6K

Event2026-03-31

Filed2026-05-15

AT&T INC

12.61%

Shares46.2K

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC

7.06%

Shares2.7K

Event2026-03-31

Filed2026-05-15

IBIT

ISHARES BITCOIN TRUST ETF

22.35%

Shares34.0K

Event2026-03-31

Filed2026-05-15

EPD

ENTERPRISE PRODS PARTNERS L

-11.28%

Shares34.4K

Event2026-03-31

Filed2026-05-15

EDWARDS LIFESCIENCES CORP

-3.41%

Shares16.0K

Event2026-03-31

Filed2026-05-15

ALL

ALLSTATE CORP

4.02%

Shares6.2K

Event2026-03-31

Filed2026-05-15

EEM

ISHARES TR

0.34%

Shares22.6K

Event2026-03-31

Filed2026-05-15

TRV

TRAVELERS COMPANIES INC

34.24%

Shares4.3K

Event2026-03-31

Filed2026-05-15

XAR

SPDR SERIES TRUST

-28.84%

Shares4.9K

Event2026-03-31

Filed2026-05-15

CTAS

CINTAS CORP

37.16%

Shares7.3K

Event2026-03-31

Filed2026-05-15

CRS

CARPENTER TECHNOLOGY CORP

New

Shares3.1K

Event2026-03-31

Filed2026-05-15

VONV

VANGUARD SCOTTSDALE FDS

0.75%

Shares13.0K

Event2026-03-31

Filed2026-05-15

WEC ENERGY GROUP INC

-2.51%

Shares10.5K

Event2026-03-31

Filed2026-05-15

CMCSA

COMCAST CORP NEW

138.06%

Shares42.3K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

17.70%

Shares12.9K

Event2026-03-31

Filed2026-05-15

AON PLC

16.74%

Shares3.7K

Event2026-03-31

Filed2026-05-15

FNDF

SCHWAB STRATEGIC TR

27.63%

Shares24.1K

Event2026-03-31

Filed2026-05-15

CGNX

COGNEX CORP

New

Shares24.1K

Event2026-03-31

Filed2026-05-15

QLYS

QUALYS INC

0.01%

Shares13.4K

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRS INC

111.95%

Shares6.0K

Event2026-03-31

Filed2026-05-15

QUS

SPDR SERIES TRUST

-10.01%

Shares6.8K

Event2026-03-31

Filed2026-05-15

LINDE PLC

65.49%

Shares2.3K

Event2026-03-31

Filed2026-05-15

COF

CAPITAL ONE FINL CORP

26.94%

Shares6.3K

Event2026-03-31

Filed2026-05-15

TMUS

T-MOBILE US INC

55.97%

Shares5.5K

Event2026-03-31

Filed2026-05-15

DHR

DANAHER CORP DEL

15.03%

Shares6.0K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

19.58%

Shares3.7K

Event2026-03-31

Filed2026-05-15

INTU

INTUIT

247.66%

Shares2.5K

Event2026-03-31

Filed2026-05-15

VGK

VANGUARD INTL EQUITY INDEX F

-38.84%

Shares13.1K

Event2026-03-31

Filed2026-05-15

ITT INC

New

Shares5.7K

Event2026-03-31

Filed2026-05-15

IWS

ISHARES TR

-3.19%

Shares7.4K

Event2026-03-31

Filed2026-05-15

NKE

NIKE INC

76.50%

Shares20.3K

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD WHITEHALL FDS

-3.23%

Shares7.1K

Event2026-03-31

Filed2026-05-15

TWLO

TWILIO INC

-32.53%

Shares8.3K

Event2026-03-31

Filed2026-05-15

IYH

ISHARES TR

0.00%

Shares17.0K

Event2026-03-31

Filed2026-05-15

SRE

SEMPRA

44.88%

Shares10.7K

Event2026-03-31

Filed2026-05-15

ADI

ANALOG DEVICES INC

-13.75%

Shares3.3K

Event2026-03-31

Filed2026-05-15

PZA

INVESCO EXCH TRADED FD TR II

New

Shares45.2K

Event2026-03-31

Filed2026-05-15

SPGI

S&P GLOBAL INC

11.27%

Shares2.4K

Event2026-03-31

Filed2026-05-15

USIG

ISHARES TR

3.05%

Shares20.2K

Event2026-03-31

Filed2026-05-15

ICVT

ISHARES TR

-24.73%

Shares10.1K

Event2026-03-31

Filed2026-05-15

CART

MAPLEBEAR INC

-0.43%

Shares27.4K

Event2026-03-31

Filed2026-05-15

PSX

PHILLIPS 66

-2.15%

Shares5.6K

Event2026-03-31

Filed2026-05-15

PCG

PG&E CORP

38.39%

Shares57.7K

Event2026-03-31

Filed2026-05-15

OTF

BLUE OWL TECHNOLOGY FIN CORP

-24.81%

Shares81.8K

Event2026-03-31

Filed2026-05-15

MSI

MOTOROLA SOLUTIONS INC

46.39%

Shares2.3K

Event2026-03-31

Filed2026-05-15

FEDERAL RLTY INVT TR NEW

New

Shares9.5K

Event2026-03-31

Filed2026-05-15

IXUS

ISHARES TR

-1.86%

Shares11.7K

Event2026-03-31

Filed2026-05-15

CEG

CONSTELLATION ENERGY CORP

65.93%

Shares3.6K

Event2026-03-31

Filed2026-05-15

CPS

COOPER-STANDARD HOLDINGS INC

20.00%

Shares36.0K

Event2026-03-31

Filed2026-05-15

DIVB

ISHARES TR

0.38%

Shares18.6K

Event2026-03-31

Filed2026-05-15

IWN

ISHARES TR

4.14%

Shares5.2K

Event2026-03-31

Filed2026-05-15

SCHG

SCHWAB STRATEGIC TR

11.93%

Shares34.1K

Event2026-03-31

Filed2026-05-15

SCHW

SCHWAB CHARLES CORP

34.03%

Shares10.3K

Event2026-03-31

Filed2026-05-15

MMC

MARSH & MCLENNAN COS INC

126.38%

Shares5.6K

Event2026-03-31

Filed2026-05-15

XEL

XCEL ENERGY INC

-0.24%

Shares12.1K

Event2026-03-31

Filed2026-05-15

IGOV

ISHARES TR

110.57%

Shares23.5K

Event2026-03-31

Filed2026-05-15

APD

AIR PRODUCTS AND CHEMICALS I

170.69%

Shares3.3K

Event2026-03-31

Filed2026-05-15

WASTE MGMT INC DEL

34.74%

Shares4.2K

Event2026-03-31

Filed2026-05-15

SPOT

SPOTIFY TECHNOLOGY S A

3.34%

Shares1.9K

Event2026-03-31

Filed2026-05-15

GTLS

CHART INDS INC

New

Shares4.6K

Event2026-03-31

Filed2026-05-15

EWBC

EAST WEST BANCORP INC

New

Shares8.8K

Event2026-03-31

Filed2026-05-15

INVESCO EXCH TRADED FD TR II

8.13%

Shares12.6K

Event2026-03-31

Filed2026-05-15

ASML

ASML HLDG NV

31.32%

Shares696

Event2026-03-31

Filed2026-05-15

CFR

CULLEN FROST BANKERS INC

New

Shares6.7K

Event2026-03-31

Filed2026-05-15

ECL

ECOLAB INC

26.54%

Shares3.4K

Event2026-03-31

Filed2026-05-15

PLANET LABS PBC

New

Shares32.2K

Event2026-03-31

Filed2026-05-15

BLACKSTONE INC

14.81%

Shares7.8K

Event2026-03-31

Filed2026-05-15

IWO

ISHARES TR

-2.38%

Shares2.8K

Event2026-03-31

Filed2026-05-15

ISRG

INTUITIVE SURGICAL INC

26.60%

Shares1.9K

Event2026-03-31

Filed2026-05-15

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares18.1K

Event2026-03-31

Filed2026-05-15

DFUS

DIMENSIONAL ETF TRUST

0.21%

Shares12.3K

Event2026-03-31

Filed2026-05-15

SNDA

SONIDA SENIOR LIVING INC

New

Shares26.9K

Event2026-03-31

Filed2026-05-15

AMT

AMERICAN TOWER CORP

87.58%

Shares5.0K

Event2026-03-31

Filed2026-05-15

CROX

CROCS INC

New

Shares10.4K

Event2026-03-31

Filed2026-05-15

XJH

ISHARES TR

22.35%

Shares19.0K

Event2026-03-31

Filed2026-05-15

HDV

ISHARES TR

553.31%

Shares31.8K

Event2026-03-31

Filed2026-05-15

LOEWS CORP

-0.57%

Shares8.0K

Event2026-03-31

Filed2026-05-15

MGEE

MGE ENERGY INC

0.00%

Shares10.9K

Event2026-03-31

Filed2026-05-15

ACM

AECOM

-7.41%

Shares9.8K

Event2026-03-31

Filed2026-05-15

SCHB

SCHWAB STRATEGIC TR

16.35%

Shares33.3K

Event2026-03-31

Filed2026-05-15

AUTONATION INC

New

Shares4.3K

Event2026-03-31

Filed2026-05-15

FALN

ISHARES TR

-28.68%

Shares31.1K

Event2026-03-31

Filed2026-05-15

VCLT

VANGUARD SCOTTSDALE FDS

-53.42%

Shares11.1K

Event2026-03-31

Filed2026-05-15

VEU

VANGUARD INTL EQUITY INDEX F

44.70%

Shares11.0K

Event2026-03-31

Filed2026-05-15

APG

API GROUP CORP

0.99%

Shares20.2K

Event2026-03-31

Filed2026-05-15

SPXL

DIREXION SHARES ETF TRUST

342.24%

Shares4.4K

Event2026-03-31

Filed2026-05-15

SMTC

SEMTECH CORP

New

Shares10.5K

Event2026-03-31

Filed2026-05-15

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.66%

Shares15.3K

Event2026-03-31

Filed2026-05-15

REALTY INCOME CORP

-5.67%

Shares13.0K

Event2026-03-31

Filed2026-05-15

PANW

PALO ALTO NETWORKS INC

20.38%

Shares4.9K

Event2026-03-31

Filed2026-05-15

NULV

NUSHARES ETF TR

-7.97%

Shares17.4K

Event2026-03-31

Filed2026-05-15

DUKE ENERGY CORP NEW

-6.73%

Shares5.9K

Event2026-03-31

Filed2026-05-15

NVT

NVENT ELEC PLC

147.86%

Shares6.5K

Event2026-03-31

Filed2026-05-15

APH

AMPHENOL CORP

26.56%

Shares6.0K

Event2026-03-31

Filed2026-05-15

ULTA

ULTA BEAUTY INC

New

Shares1.4K

Event2026-03-31

Filed2026-05-15

KMB

KIMBERLY-CLARK CORP

30.84%

Shares7.7K

Event2026-03-31

Filed2026-05-15

ADP

AUTOMATIC DATA PROCESSING IN

97.38%

Shares3.6K

Event2026-03-31

Filed2026-05-15

MICRON TECHNOLOGY INC

39.12%

Shares2.2K

Event2026-03-31

Filed2026-05-15

EATON CORP PLC

23.34%

Shares2.0K

Event2026-03-31

Filed2026-05-15

CITIGROUP INC

-16.21%

Shares6.4K

Event2026-03-31

Filed2026-05-15

PSA

PUBLIC STORAGE OPER CO

110.82%

Shares2.7K

Event2026-03-31

Filed2026-05-15

CRH PLC

102.12%

Shares6.9K

Event2026-03-31

Filed2026-05-15

OTTR

OTTER TAIL CORP

-0.16%

Shares8.2K

Event2026-03-31

Filed2026-05-15

COLGATE PALMOLIVE CO

0.74%

Shares8.4K

Event2026-03-31

Filed2026-05-15

THE CIGNA GROUP

0.04%

Shares2.7K

Event2026-03-31

Filed2026-05-15

BKNG

BOOKING HOLDINGS INC

2350.58%

Shares4.2K

Event2026-03-31

Filed2026-05-15

VOT

VANGUARD INDEX FDS

5.67%

Shares2.7K

Event2026-03-31

Filed2026-05-15

JPIE

J P MORGAN EXCHANGE TRADED F

2.19%

Shares15.2K

Event2026-03-31

Filed2026-05-15

CMC

COMMERCIAL METALS CO

35.65%

Shares11.1K

Event2026-03-31

Filed2026-05-15

MPC

MARATHON PETE CORP

8.78%

Shares2.8K

Event2026-03-31

Filed2026-05-15

PFE

PFIZER INC

15.58%

Shares24.1K

Event2026-03-31

Filed2026-05-15

NIC

NICOLET BANKSHARES INC

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-15

SCHR

SCHWAB STRATEGIC TR

20.39%

Shares26.9K

Event2026-03-31

Filed2026-05-15

AIZ

ASSURANT INC

-4.86%

Shares3.1K

Event2026-03-31

Filed2026-05-15

SHOP

SHOPIFY INC

-8.26%

Shares5.6K

Event2026-03-31

Filed2026-05-15

ASTRAZENECA PLC

New

Shares3.3K

Event2026-03-31

Filed2026-05-15

PKW

INVESCO EXCHANGE TRADED FD T

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-15

MARVELL TECHNOLOGY INC

18.64%

Shares6.6K

Event2026-03-31

Filed2026-05-15

DLR

DIGITAL RLTY TR INC

New

Shares3.6K

Event2026-03-31

Filed2026-05-15

CLF

CLEVELAND-CLIFFS INC NEW

New

Shares75.5K

Event2026-03-31

Filed2026-05-15

DAL

DELTA AIR LINES INC

-15.68%

Shares9.6K

Event2026-03-31

Filed2026-05-15

NFRA

FLEXSHARES TR

0.00%

Shares9.9K

Event2026-03-31

Filed2026-05-15

GGG

GRACO INC

-6.31%

Shares7.4K

Event2026-03-31

Filed2026-05-15

SPYD

SPDR SERIES TRUST

0.80%

Shares13.7K

Event2026-03-31

Filed2026-05-15

DXPE

DXP ENTERPRISES INC

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-15

IHI

ISHARES TR

-1.94%

Shares11.5K

Event2026-03-31

Filed2026-05-15

ADBE

ADOBE INC

-18.53%

Shares2.5K

Event2026-03-31

Filed2026-05-15

FCX

FREEPORT MCMORAN INC

29.32%

Shares10.2K

Event2026-03-31

Filed2026-05-15

SHV

ISHARES TR

0.71%

Shares5.4K

Event2026-03-31

Filed2026-05-15

VBK

VANGUARD INDEX FDS

11.80%

Shares2.0K

Event2026-03-31

Filed2026-05-15

TJX

TJX COS INC NEW

72.04%

Shares3.7K

Event2026-03-31

Filed2026-05-15

IDXX

IDEXX LABS INC

6.73%

Shares1.0K

Event2026-03-31

Filed2026-05-15

UBER

UBER TECHNOLOGIES INC

26.54%

Shares8.1K

Event2026-03-31

Filed2026-05-15

CGW

INVESCO EXCH TRADED FD TR II

0.85%

Shares9.0K

Event2026-03-31

Filed2026-05-15

PEGA

PEGASYSTEMS INC

New

Shares13.4K

Event2026-03-31

Filed2026-05-15

VTIP

VANGUARD MALVERN FDS

-36.93%

Shares11.3K

Event2026-03-31

Filed2026-05-15

BBAR

BANCO BBVA ARGENTINA S A

0.00%

Shares35.0K

Event2026-03-31

Filed2026-05-15

NDAQ

NASDAQ INC

8.92%

Shares6.6K

Event2026-03-31

Filed2026-05-15

IQLT

ISHARES TR

3.30%

Shares12.1K

Event2026-03-31

Filed2026-05-15

CELC

CELCUITY INC

-0.02%

Shares4.9K

Event2026-03-31

Filed2026-05-15

SCHV

SCHWAB STRATEGIC TR

1.25%

Shares18.1K

Event2026-03-31

Filed2026-05-15

VCR

VANGUARD WORLD FD

1.18%

Shares1.5K

Event2026-03-31

Filed2026-05-15

MUB

ISHARES TR

11.32%

Shares5.2K

Event2026-03-31

Filed2026-05-15

VOE

VANGUARD INDEX FDS

7.77%

Shares3.0K

Event2026-03-31

Filed2026-05-15

GLOB

GLOBANT S A

New

Shares11.8K

Event2026-03-31

Filed2026-05-15

SCHE

SCHWAB STRATEGIC TR

-11.96%

Shares16.3K

Event2026-03-31

Filed2026-05-15

SHEL

SHELL PLC

5.34%

Shares5.8K

Event2026-03-31

Filed2026-05-15

SLV

ISHARES SILVER TR

135.03%

Shares7.8K

Event2026-03-31

Filed2026-05-15

UNILEVER PLC

New

Shares9.3K

Event2026-03-31

Filed2026-05-15

BITMINE IMMERSION TECNOLOGIE

New

Shares26.7K

Event2026-03-31

Filed2026-05-15

DGRW

WISDOMTREE TR

-10.05%

Shares6.0K

Event2026-03-31

Filed2026-05-15

LABCORP HOLDINGS INC

5.13%

Shares2.0K

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB STRATEGIC TR

24.43%

Shares17.1K

Event2026-03-31

Filed2026-05-15

VDC

VANGUARD WORLD FD

43.90%

Shares2.3K

Event2026-03-31

Filed2026-05-15

ROST

ROSS STORES INC

-1.55%

Shares2.4K

Event2026-03-31

Filed2026-05-15

GENERAL DYNAMICS CORP

0.81%

Shares1.5K

Event2026-03-31

Filed2026-05-15

SHW

SHERWIN WILLIAMS CO

22.16%

Shares1.6K

Event2026-03-31

Filed2026-05-15

VMC

VULCAN MATLS CO

165.54%

Shares1.9K

Event2026-03-31

Filed2026-05-15

ICE

INTERCONTINENTAL EXCHANGE IN

39.71%

Shares3.3K

Event2026-03-31

Filed2026-05-15

INSM

INSMED INC

-0.32%

Shares3.1K

Event2026-03-31

Filed2026-05-15

BDX

BECTON DICKINSON & CO

New

Shares3.2K

Event2026-03-31

Filed2026-05-15

CVS

CVS HEALTH CORP

98.73%

Shares7.0K

Event2026-03-31

Filed2026-05-15

APOLLO GLOBAL MGMT INC

New

Shares4.4K

Event2026-03-31

Filed2026-05-15

MAR

MARRIOTT INTL INC NEW

6.52%

Shares1.5K

Event2026-03-31

Filed2026-05-15

SEAGATE TECHNOLOGY HLDNGS PL

-43.84%

Shares1.2K

Event2026-03-31

Filed2026-05-15

MGC

VANGUARD WORLD FD

0.10%

Shares2.0K

Event2026-03-31

Filed2026-05-15

VRTX

VERTEX PHARMACEUTICALS INC

-0.55%

Shares1.1K

Event2026-03-31

Filed2026-05-15

EMB

ISHARES TR

-87.91%

Shares5.1K

Event2026-03-31

Filed2026-05-15

ONEY

SPDR SERIES TRUST

New

Shares4.0K

Event2026-03-31

Filed2026-05-15

CARR

CARRIER GLOBAL CORPORATION

3.92%

Shares8.4K

Event2026-03-31

Filed2026-05-15

QDEL

QUIDELORTHO CORP

-0.15%

Shares28.8K

Event2026-03-31

Filed2026-05-15

ENERGY TRANSFER L P

1.81%

Shares24.2K

Event2026-03-31

Filed2026-05-15

HEDJ

WISDOMTREE TR

0.00%

Shares8.9K

Event2026-03-31

Filed2026-05-15

BMA

BANCO MACRO S A

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-15

CDNS

CADENCE DESIGN SYSTEM INC

74.79%

Shares1.7K

Event2026-03-31

Filed2026-05-15

IGM

ISHARES TR

-13.38%

Shares3.9K

Event2026-03-31

Filed2026-05-15

BMY

BRISTOL-MYERS SQUIBB CO

15.35%

Shares7.3K

Event2026-03-31

Filed2026-05-15

CF INDUSTRIES HOLD

4.63%

Shares3.4K

Event2026-03-31

Filed2026-05-15

ARISTA NETWORKS INC

-0.78%

Shares3.5K

Event2026-03-31

Filed2026-05-15

BALI

BLACKROCK ETF TRUST

-3.93%

Shares14.0K

Event2026-03-31

Filed2026-05-15

GWW

WW GRAINGER INC

14.49%

Shares395

Event2026-03-31

Filed2026-05-15

FNDX

SCHWAB STRATEGIC TR

77.86%

Shares15.4K

Event2026-03-31

Filed2026-05-15

PWB

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-15

ROK

ROCKWELL AUTOMATION INC

12.23%

Shares1.2K

Event2026-03-31

Filed2026-05-15

STPZ

PIMCO ETF TR

-0.22%

Shares7.8K

Event2026-03-31

Filed2026-05-15

MET

METLIFE INC

New

Shares6.0K

Event2026-03-31

Filed2026-05-15

IYF

ISHARES TR

-4.01%

Shares3.6K

Event2026-03-31

Filed2026-05-15

ODFL

OLD DOMINION FREIGHT LINE IN

New

Shares2.2K

Event2026-03-31

Filed2026-05-15

OTIS

OTIS WORLDWIDE CORP

31.28%

Shares5.5K

Event2026-03-31

Filed2026-05-15

EBAY

EBAY INC.

New

Shares4.6K

Event2026-03-31

Filed2026-05-15

WAT

WATERS CORP

42.99%

Shares1.4K

Event2026-03-31

Filed2026-05-15

IWV

ISHARES TR

11.40%

Shares1.1K

Event2026-03-31

Filed2026-05-15

XLP

SELECT SECTOR SPDR TR

1.48%

Shares5.0K

Event2026-03-31

Filed2026-05-15

STT

STATE STR CORP

60.08%

Shares3.2K

Event2026-03-31

Filed2026-05-15

DOMINION ENERGY INC

19.52%

Shares6.6K

Event2026-03-31

Filed2026-05-15

XYZ

BLOCK INC

5.84%

Shares6.7K

Event2026-03-31

Filed2026-05-15

ACCENTURE PLC IRELAND

31.52%

Shares2.0K

Event2026-03-31

Filed2026-05-15

HLN

HALEON PLC

New

Shares39.7K

Event2026-03-31

Filed2026-05-15

TE CONNECTIVITY PLC

53.68%

Shares1.9K

Event2026-03-31

Filed2026-05-15

MGK

VANGUARD WORLD FD

326.07%

Shares5.4K

Event2026-03-31

Filed2026-05-15

ZTS

ZOETIS INC

33.15%

Shares3.4K

Event2026-03-31

Filed2026-05-15

SPIB

SPDR SERIES TRUST

New

Shares11.8K

Event2026-03-31

Filed2026-05-15

WBS

WEBSTER FINL CORP

-4.82%

Shares5.7K

Event2026-03-31

Filed2026-05-15

EMLC

VANECK ETF TRUST

-8.60%

Shares15.7K

Event2026-03-31

Filed2026-05-15

MELI

MERCADOLIBRE INC

-5.42%

Shares227

Event2026-03-31

Filed2026-05-15

HSY

HERSHEY CO

58.01%

Shares1.9K

Event2026-03-31

Filed2026-05-15

PHO

INVESCO EXCHANGE TRADED FD T

0.02%

Shares5.8K

Event2026-03-31

Filed2026-05-15

EVERSOURCE ENERGY

28.41%

Shares5.5K

Event2026-03-31

Filed2026-05-15

FSK

FS KKR CAP CORP

15.47%

Shares37.7K

Event2026-03-31

Filed2026-05-15

RSPT

INVESCO EXCHANGE TRADED FD T

3.51%

Shares8.5K

Event2026-03-31

Filed2026-05-15

SPYX

SPDR SERIES TRUST

0.95%

Shares7.2K

Event2026-03-31

Filed2026-05-15

STK

COLUMBIA SELIGM PREM TECH GR

New

Shares10.1K

Event2026-03-31

Filed2026-05-15

VRT

VERTIV HOLDINGS CO

-24.53%

Shares1.5K

Event2026-03-31

Filed2026-05-15

ROCKET LAB CORP

4.14%

Shares5.9K

Event2026-03-31

Filed2026-05-15

CHI

CALAMOS CONV OPPORTUNITIES &

New

Shares35.3K

Event2026-03-31

Filed2026-05-15

RGLD

ROYAL GOLD INC

13.34%

Shares1.5K

Event2026-03-31

Filed2026-05-15

ASTS

AST SPACEMOBILE INC

11.77%

Shares4.5K

Event2026-03-31

Filed2026-05-15

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

16.07%

Shares1.8K

Event2026-03-31

Filed2026-05-15

SOFI

SOFI TECHNOLOGIES INC

-38.80%

Shares22.9K

Event2026-03-31

Filed2026-05-15

IYM

ISHARES TR

0.05%

Shares2.1K

Event2026-03-31

Filed2026-05-15

EOI

EATON VANCE ENHANCED EQUITY

New

Shares19.3K

Event2026-03-31

Filed2026-05-15

ELV

ELEVANCE HEALTH INC FORMERLY

68.08%

Shares1.2K

Event2026-03-31

Filed2026-05-15

CMG

CHIPOTLE MEXICAN GRILL INC

7.70%

Shares11.2K

Event2026-03-31

Filed2026-05-15

PAYX

PAYCHEX INC

15.99%

Shares3.9K

Event2026-03-31

Filed2026-05-15

CME

CME GROUP INC

-26.11%

Shares1.2K

Event2026-03-31

Filed2026-05-15

NSC

NORFOLK SOUTHN CORP

6.96%

Shares1.2K

Event2026-03-31

Filed2026-05-15

FNDA

SCHWAB STRATEGIC TR

-4.64%

Shares11.0K

Event2026-03-31

Filed2026-05-15

BABA

ALIBABA GROUP HLDG LTD

-2.98%

Shares2.8K

Event2026-03-31

Filed2026-05-15

ZJUL

INNOVATOR ETFS TRUST

New

Shares12.2K

Event2026-03-31

Filed2026-05-15

GDXJ

VANECK ETF TRUST

55.76%

Shares2.9K

Event2026-03-31

Filed2026-05-15

GILD

GILEAD SCIENCES INC

-2.25%

Shares2.5K

Event2026-03-31

Filed2026-05-15

SHY

ISHARES TR

20.88%

Shares4.2K

Event2026-03-31

Filed2026-05-15

FDL

FIRST TR EXCHANGE-TRADED FD

3.63%

Shares6.9K

Event2026-03-31

Filed2026-05-15

BOKF

BOK FINL CORP

2.36%

Shares2.7K

Event2026-03-31

Filed2026-05-15

CIEN

CIENA CORP

New

Shares899

Event2026-03-31

Filed2026-05-15

CHUBB LTD SWITZ

-18.14%

Shares1.1K

Event2026-03-31

Filed2026-05-15

LRGF

ISHARES TR

0.02%

Shares5.2K

Event2026-03-31

Filed2026-05-15

QAI

NEW YORK LIFE INVESTMENTS ET

-10.24%

Shares10.1K

Event2026-03-31

Filed2026-05-15

NVS

NOVARTIS AG

-4.38%

Shares2.3K

Event2026-03-31

Filed2026-05-15

BEN

FRANKLIN RESOURCES INC

2.83%

Shares14.5K

Event2026-03-31

Filed2026-05-15

JACOBS SOLUTIONS INC

-22.71%

Shares2.6K

Event2026-03-31

Filed2026-05-15

EQIX

EQUINIX INC

20.14%

Shares340

Event2026-03-31

Filed2026-05-15

TRI CONTL CORP

New

Shares10.4K

Event2026-03-31

Filed2026-05-15

FLEX

FLEXTRONICS INTL LTD

-30.63%

Shares5.0K

Event2026-03-31

Filed2026-05-15

AFG

AMERICAN FINANCIAL GROUP INC

1.99%

Shares2.6K

Event2026-03-31

Filed2026-05-15

DFAT

DIMENSIONAL ETF TRUST

22.98%

Shares5.2K

Event2026-03-31

Filed2026-05-15

DFAS

DIMENSIONAL ETF TRUST

0.15%

Shares4.5K

Event2026-03-31

Filed2026-05-15

EXC

EXELON CORP

New

Shares6.5K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

MSFT Call CallMICROSOFT CORP2.0K shares300.00%2026-03-312026-05-15

SPY Call CallSTATE STR SPDR S&P 500 ETF T400 shares100.00%2026-03-312026-05-15

JKS Call CallJINKOSOLAR HLDG CO LTD10.0K sharesnew addition2026-03-312026-05-15

TSLA Call CallTESLA INC300 sharesnew addition2026-03-312026-05-15

TSM Call CallTAIWAN SEMICONDUCTOR MANUFAC300 shares0.00%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL Call CallBERKSHIRE HATHAWAY INC DEL200 shares0.00%2026-03-312026-05-15

ENB Call CallENBRIDGE INC1.0K sharesnew addition2026-03-312026-05-15

IWM Call CallISHARES TR200 sharesnew addition2026-03-312026-05-15

RIVN Call CallRIVIAN AUTOMOTIVE INC3.0K shares0.00%2026-03-312026-05-15

APP Call CallAPPLOVIN CORP100 shares0.00%2026-03-312026-05-15

ALPHABET INC Call CallALPHABET INC100 sharesnew addition2026-03-312026-05-15

BABA Call CallALIBABA GROUP HLDG LTD200 sharesnew addition2026-03-312026-05-15

NOW Call CallSERVICENOW INC200 sharesnew addition2026-03-312026-05-15

SLV Call CallISHARES SILVER TR200 shares0.00%2026-03-312026-05-15

BF.B Call CallBROWN FORMAN CORP200 sharesnew addition2026-03-312026-05-15

BITMINE IMMERSION TECNOLOGIE Call CallBITMINE IMMERSION TECNOLOGIE100 sharesnew addition2026-03-312026-05-15

MSFT Call

MICROSOFT CORP

300.00%

Shares2.0K

Event2026-03-31

Filed2026-05-15

SPY Call

STATE STR SPDR S&P 500 ETF T

100.00%

Shares400

Event2026-03-31

Filed2026-05-15

JKS Call

JINKOSOLAR HLDG CO LTD

New

Shares10.0K

Event2026-03-31

Filed2026-05-15

TSLA Call

TESLA INC

New

Shares300

Event2026-03-31

Filed2026-05-15

TSM Call

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares300

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL Call

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares200

Event2026-03-31

Filed2026-05-15

ENB Call

ENBRIDGE INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-15

IWM Call

ISHARES TR

New

Shares200

Event2026-03-31

Filed2026-05-15

RIVN Call

RIVIAN AUTOMOTIVE INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-15

APP Call

APPLOVIN CORP

0.00%

Shares100

Event2026-03-31

Filed2026-05-15

ALPHABET INC Call

ALPHABET INC

New

Shares100

Event2026-03-31

Filed2026-05-15

BABA Call

ALIBABA GROUP HLDG LTD

New

Shares200

Event2026-03-31

Filed2026-05-15

NOW Call

SERVICENOW INC

New

Shares200

Event2026-03-31

Filed2026-05-15

SLV Call

ISHARES SILVER TR

0.00%

Shares200

Event2026-03-31

Filed2026-05-15

BF.B Call

BROWN FORMAN CORP

New

Shares200

Event2026-03-31

Filed2026-05-15

BITMINE IMMERSION TECNOLOGIE Call

BITMINE IMMERSION TECNOLOGIE

New

Shares100

Event2026-03-31

Filed2026-05-15

Put Option Holdings

PGR Put PutPROGRESSIVE CORP13.2K shares0.00%2026-03-312026-05-15

AAPL Put PutAPPLE INC5.0K shares-59.68%2026-03-312026-05-15

SPY Put PutSTATE STR SPDR S&P 500 ETF T100 shares-50.00%2026-03-312026-05-15

PEP Put PutPEPSICO INC200 sharesnew addition2026-03-312026-05-15

BABA Put PutALIBABA GROUP HLDG LTD200 sharesnew addition2026-03-312026-05-15

XLF Put PutSELECT SECTOR SPDR TR500 sharesnew addition2026-03-312026-05-15

BA Put PutBOEING CO100 sharesnew addition2026-03-312026-05-15

TXN Put PutTEXAS INSTRS INC100 sharesnew addition2026-03-312026-05-15

SBUX Put PutSTARBUCKS CORP200 sharesnew addition2026-03-312026-05-15

PGR Put

PROGRESSIVE CORP

0.00%

Shares13.2K

Event2026-03-31

Filed2026-05-15

AAPL Put

APPLE INC

-59.68%

Shares5.0K

Event2026-03-31

Filed2026-05-15

SPY Put

STATE STR SPDR S&P 500 ETF T

-50.00%

Shares100

Event2026-03-31

Filed2026-05-15

PEP Put

PEPSICO INC

New

Shares200

Event2026-03-31

Filed2026-05-15

BABA Put

ALIBABA GROUP HLDG LTD

New

Shares200

Event2026-03-31

Filed2026-05-15

XLF Put

SELECT SECTOR SPDR TR

New

Shares500

Event2026-03-31

Filed2026-05-15

BA Put

BOEING CO

New

Shares100

Event2026-03-31

Filed2026-05-15

TXN Put

TEXAS INSTRS INC

New

Shares100

Event2026-03-31

Filed2026-05-15

SBUX Put

STARBUCKS CORP

New

Shares200

Event2026-03-31

Filed2026-05-15