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The Analysis of NORTHWEST WEALTH MANAGEMENT, LLC's Holdings & P&L

Currently, NORTHWEST WEALTH MANAGEMENT, LLC holds 252 types of securities in its portfolio with a total value $665.3M. In the most recent quarter, they have increased their positions in VGIT (+104.2K shares, valued at $6.2M), ITOT (+33.7K shares, valued at $4.8M), DFSD (+75.5K shares, valued at $3.6M); decreased their positions in AAPL (-3.4K shares, valued at $853.8K), DFIV (-9.9K shares, valued at $523.1K), AOA (-4.1K shares, valued at $361.6K); initiated new positions in N/A (+1.5K shares, valued at $871.5K), SNDK (+730 shares, valued at $463.8K), SPGI (+924 shares, valued at $393.0K).

1M P&L

+20.7M+3.03%

3M P&L

+20.6M+3.02%

HY P&L

+70.6M+11.15%

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/A551.0M

85.3%

2Semiconductors12.8M

2.0%

3Consumer Electronics9.8M

1.5%

Top Industries by Stock Count

1N/A102 stocks

43.6%

2Software - Infrastructure6 stocks

2.6%

3Drug Manufacturers - General5 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VGIT VANGUARD SCOTTSDALE FDS1.0M shares11.15%2026-03-312026-04-14

ITOT ISHARES TR377.5K shares9.80%2026-03-312026-04-14

DFAC DIMENSIONAL ETF TRUST1.3M shares5.21%2026-03-312026-04-14

VTIP VANGUARD MALVERN FDS546.7K shares9.84%2026-03-312026-04-14

DFSD DIMENSIONAL ETF TRUST554.9K shares15.74%2026-03-312026-04-14

VTI VANGUARD INDEX FDS79.5K shares0.13%2026-03-312026-04-14

AVDV AMERICAN CENTY ETF TR245.3K shares1.92%2026-03-312026-04-14

AVUV AMERICAN CENTY ETF TR197.0K shares9.42%2026-03-312026-04-14

Sponsored

IDEV ISHARES TR244.5K shares5.90%2026-03-312026-04-14

VGSH VANGUARD SCOTTSDALE FDS253.2K shares0.42%2026-03-312026-04-14

DFUS DIMENSIONAL ETF TRUST180.7K shares-2.34%2026-03-312026-04-14

DFEM DIMENSIONAL ETF TRUST345.8K shares11.62%2026-03-312026-04-14

DFIV DIMENSIONAL ETF TRUST214.2K shares-4.42%2026-03-312026-04-14

AVEM AMERICAN CENTY ETF TR133.3K shares-1.78%2026-03-312026-04-14

DFAI DIMENSIONAL ETF TRUST271.9K shares2.55%2026-03-312026-04-14

AVDE AMERICAN CENTY ETF TR122.4K shares-0.82%2026-03-312026-04-14

Sponsored

NVDA NVIDIA CORPORATION57.8K shares-0.55%2026-03-312026-04-14

AAPL APPLE INC38.8K shares-7.98%2026-03-312026-04-14

AVSC AMERICAN CENTY ETF TR141.8K shares11.40%2026-03-312026-04-14

AVUS AMERICAN CENTY ETF TR78.6K shares-1.05%2026-03-312026-04-14

DFUV DIMENSIONAL ETF TRUST135.9K shares-1.04%2026-03-312026-04-14

DFAT DIMENSIONAL ETF TRUST104.6K shares1.07%2026-03-312026-04-14

DIHP DIMENSIONAL ETF TRUST194.6K shares10.76%2026-03-312026-04-14

TSLA TESLA INC16.7K shares39.93%2026-03-312026-04-14

Sponsored

IEMG ISHARES INC83.9K shares-2.70%2026-03-312026-04-14

SLYV SPDR SERIES TRUST61.5K shares-4.01%2026-03-312026-04-14

BSVO EA SERIES TRUST220.5K shares0.53%2026-03-312026-04-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL10.8K shares-5.97%2026-03-312026-04-14

VEA VANGUARD TAX-MANAGED FDS79.4K shares-3.08%2026-03-312026-04-14

DISV DIMENSIONAL ETF TRUST123.9K shares-2.79%2026-03-312026-04-14

DFCF DIMENSIONAL ETF TRUST111.0K shares3.94%2026-03-312026-04-14

EFV ISHARES TR62.3K shares-4.83%2026-03-312026-04-14

Sponsored

AMZN AMAZON COM INC21.4K shares2.43%2026-03-312026-04-14

DFIC DIMENSIONAL ETF TRUST121.4K shares4.39%2026-03-312026-04-14

DUHP DIMENSIONAL ETF TRUST116.7K shares29.84%2026-03-312026-04-14

IWN ISHARES TR20.7K shares0.00%2026-03-312026-04-14

CASY CASEYS GEN STORES INC5.3K shares0.56%2026-03-312026-04-14

DFAE DIMENSIONAL ETF TRUST112.7K shares-3.72%2026-03-312026-04-14

MSFT MICROSOFT CORP9.9K shares2.39%2026-03-312026-04-14

DFGR DIMENSIONAL ETF TRUST124.1K shares25.79%2026-03-312026-04-14

Sponsored

SPDW SPDR INDEX SHS FDS66.9K shares-6.39%2026-03-312026-04-14

WMT WALMART INC24.5K shares0.18%2026-03-312026-04-14

EATON CORP PLC EATON CORP PLC8.4K shares-1.58%2026-03-312026-04-14

DFSV DIMENSIONAL ETF TRUST82.9K shares4.14%2026-03-312026-04-14

DFAX DIMENSIONAL ETF TRUST85.3K shares-0.87%2026-03-312026-04-14

VTV VANGUARD INDEX FDS14.7K shares-2.15%2026-03-312026-04-14

VBR VANGUARD INDEX FDS12.8K shares-6.82%2026-03-312026-04-14

ALPHABET INC ALPHABET INC8.4K shares9.71%2026-03-312026-04-14

Sponsored

JPM JPMORGAN CHASE & CO7.8K shares-0.36%2026-03-312026-04-14

SPTM SPDR SERIES TRUST27.5K shares0.94%2026-03-312026-04-14

IEFA ISHARES TR22.5K shares-0.07%2026-03-312026-04-14

XOM EXXON MOBIL CORP11.3K shares1.60%2026-03-312026-04-14

VANGUARD INDEX FDS VANGUARD INDEX FDS3.1K shares-0.79%2026-03-312026-04-14

VWO VANGUARD INTL EQUITY INDEX F33.9K shares-5.02%2026-03-312026-04-14

BSV VANGUARD BD INDEX FDS22.8K shares-4.39%2026-03-312026-04-14

DFNM DIMENSIONAL ETF TRUST37.1K shares17.12%2026-03-312026-04-14

Sponsored

VEU VANGUARD INTL EQUITY INDEX F21.8K shares-3.69%2026-03-312026-04-14

FNDC SCHWAB STRATEGIC TR34.7K shares-0.75%2026-03-312026-04-14

FNDF SCHWAB STRATEGIC TR32.6K shares0.00%2026-03-312026-04-14

EEM ISHARES TR25.5K shares0.00%2026-03-312026-04-14

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-14

AVLV AMERICAN CENTY ETF TR17.5K shares-0.85%2026-03-312026-04-14

AVIG AMERICAN CENTY ETF TR29.2K shares489.88%2026-03-312026-04-14

DE DEERE & CO2.1K shares4.48%2026-03-312026-04-14

Sponsored

IVV ISHARES TR1.7K shares-2.26%2026-03-312026-04-14

AOA ISHARES TR12.2K shares-25.04%2026-03-312026-04-14

UNP UNION PAC CORP4.5K shares7.24%2026-03-312026-04-14

DFAU DIMENSIONAL ETF TRUST23.5K shares-1.63%2026-03-312026-04-14

ALPHABET INC ALPHABET INC3.6K shares3.98%2026-03-312026-04-14

VIG VANGUARD SPECIALIZED FUNDS4.7K shares0.17%2026-03-312026-04-14

META META PLATFORMS INC1.8K shares36.55%2026-03-312026-04-14

WFC WELLS FARGO & CO12.3K shares1.54%2026-03-312026-04-14

Sponsored

MERCK & CO INC MERCK & CO INC8.0K shares1.77%2026-03-312026-04-14

LLY ELI LILLY & CO1.0K shares19.75%2026-03-312026-04-14

MU MICRON TECHNOLOGY INC2.8K shares5.86%2026-03-312026-04-14

IWM ISHARES TR3.8K shares0.00%2026-03-312026-04-14

INVESCO QQQ TR INVESCO QQQ TR1.5K sharesnew addition2026-03-312026-04-14

VUG VANGUARD INDEX FDS1.9K shares1.15%2026-03-312026-04-14

INTC INTEL CORP19.1K shares-10.65%2026-03-312026-04-14

EMLP FIRST TR EXCHANGE-TRADED FD19.1K shares0.20%2026-03-312026-04-14

Sponsored

VUSB VANGUARD BD INDEX FDS16.7K shares-1.26%2026-03-312026-04-14

JNJ JOHNSON & JOHNSON3.4K shares-4.07%2026-03-312026-04-14

IUSV ISHARES TR8.1K shares-0.07%2026-03-312026-04-14

NEM NEWMONT CORP7.5K shares2.95%2026-03-312026-04-14

BROADCOM INC BROADCOM INC2.6K shares19.34%2026-03-312026-04-14

BMY BRISTOL-MYERS SQUIBB CO13.1K shares2.82%2026-03-312026-04-14

VNQ VANGUARD INDEX FDS8.9K shares-18.33%2026-03-312026-04-14

USB US BANCORP15.2K shares0.15%2026-03-312026-04-14

Sponsored

FIX COMFORT SYS USA INC563 shares1.44%2026-03-312026-04-14

PEP PEPSICO INC4.9K shares-26.64%2026-03-312026-04-14

EIX EDISON INTL10.1K shares21.91%2026-03-312026-04-14

STIP ISHARES TR6.7K shares1.05%2026-03-312026-04-14

WDC WESTERN DIGITAL CORP2.6K shares3.34%2026-03-312026-04-14

GDX VANECK ETF TRUST7.5K shares0.00%2026-03-312026-04-14

DFIP DIMENSIONAL ETF TRUST16.5K shares-0.72%2026-03-312026-04-14

SPEM SPDR INDEX SHS FDS14.6K shares-11.42%2026-03-312026-04-14

Sponsored

AOR ISHARES TR10.6K shares-33.36%2026-03-312026-04-14

ECL ECOLAB INC2.6K shares-1.73%2026-03-312026-04-14

AMD ADVANCED MICRO DEVICES INC3.3K shares0.64%2026-03-312026-04-14

FDX FEDEX CORP1.9K shares3.16%2026-03-312026-04-14

CB CHUBB LTD SWITZ2.0K shares0.74%2026-03-312026-04-14

FPE FIRST TR EXCH TRADED FD III37.0K shares0.86%2026-03-312026-04-14

GEV GE VERNOVA INC725 shares6.93%2026-03-312026-04-14

ABNB AIRBNB INC5.0K shares38.02%2026-03-312026-04-14

Sponsored

IJS ISHARES TR5.3K shares0.06%2026-03-312026-04-14

PCG PG&E CORP35.7K shares10.54%2026-03-312026-04-14

PLTR PALANTIR TECHNOLOGIES INC4.2K shares-19.00%2026-03-312026-04-14

VRP INVESCO EXCH TRADED FD TR II25.4K shares0.00%2026-03-312026-04-14

TIP ISHARES TR5.4K shares-22.13%2026-03-312026-04-14

SHY ISHARES TR7.3K shares-0.45%2026-03-312026-04-14

VT VANGUARD INTL EQUITY INDEX F4.2K shares-3.35%2026-03-312026-04-14

FTI TECHNIPFMC PLC8.4K shares10.99%2026-03-312026-04-14

Sponsored

GE AEROSPACE GE AEROSPACE2.0K shares-2.50%2026-03-312026-04-14

FTSL FIRST TR EXCHANGE-TRADED FD12.6K shares0.99%2026-03-312026-04-14

LMT LOCKHEED MARTIN CORP912 shares20.95%2026-03-312026-04-14

UCON FIRST TR EXCHNG TRADED FD VI22.1K shares0.00%2026-03-312026-04-14

CNC CENTENE CORP DEL15.8K shares-3.61%2026-03-312026-04-14

PSX PHILLIPS 662.8K shares-5.01%2026-03-312026-04-14

FCX FREEPORT MCMORAN INC8.7K shares16.83%2026-03-312026-04-14

ADBE ADOBE INC2.1K shares119.85%2026-03-312026-04-14

Sponsored

CEF SPROTT ASSET MANAGEMENT LP10.7K shares0.00%2026-03-312026-04-14

SHM SPDR SERIES TRUST10.6K shares0.00%2026-03-312026-04-14

PH PARKER-HANNIFIN CORP565 shares0.18%2026-03-312026-04-14

PSLV SPROTT ASSET MANAGEMENT LP20.6K shares0.00%2026-03-312026-04-14

GM GENERAL MTRS CO6.7K shares3.97%2026-03-312026-04-14

ORCL ORACLE CORP3.3K shares2.79%2026-03-312026-04-14

COST COSTCO WHOLESALE CORPORATION491 shares14.72%2026-03-312026-04-14

CPRT COPART INC14.7K shares12.72%2026-03-312026-04-14

Sponsored

TSN TYSON FOODS INC7.4K shares9.57%2026-03-312026-04-14

LNT ALLIANT ENERGY CORP6.5K shares0.26%2026-03-312026-04-14

IEI ISHARES TR3.9K shares-0.18%2026-03-312026-04-14

SNDK SANDISK CORP730 sharesnew addition2026-03-312026-04-14

VB VANGUARD INDEX FDS1.8K shares-18.90%2026-03-312026-04-14

ALPS ETF TR ALPS ETF TR8.6K shares0.00%2026-03-312026-04-14

FLTR VANECK ETF TRUST17.7K shares0.48%2026-03-312026-04-14

RDVY FIRST TR EXCHANGE TRADED FD6.5K shares0.00%2026-03-312026-04-14

Sponsored

SPY STATE STR SPDR S&P 500 ETF T666 shares1.52%2026-03-312026-04-14

PM PHILIP MORRIS INTL INC2.6K shares3.58%2026-03-312026-04-14

BIV VANGUARD BD INDEX FDS5.6K shares0.92%2026-03-312026-04-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.2K shares0.09%2026-03-312026-04-14

PNC PNC FINL SVCS GROUP INC2.0K shares5.69%2026-03-312026-04-14

JBHT HUNT J B TRANS SVCS INC1.9K shares8.75%2026-03-312026-04-14

VRSN VERISIGN INC1.6K shares-4.83%2026-03-312026-04-14

DAL DELTA AIR LINES INC5.9K shares11.88%2026-03-312026-04-14

Sponsored

SPGI S&P GLOBAL INC924 sharesnew addition2026-03-312026-04-14

CVX CHEVRON CORPORATION1.9K shares4.65%2026-03-312026-04-14

VRT VERTIV HOLDINGS CO1.6K sharesnew addition2026-03-312026-04-14

REGN REGENERON PHARMACEUTICALS503 shares6.12%2026-03-312026-04-14

COP CONOCOPHILLIPS2.9K shares-4.38%2026-03-312026-04-14

GLW CORNING INC2.8K shares-2.19%2026-03-312026-04-14

CITIGROUP INC CITIGROUP INC3.4K shares6.17%2026-03-312026-04-14

VZ VERIZON COMMUNICATIONS INC7.6K shares2.67%2026-03-312026-04-14

Sponsored

VXUS VANGUARD STAR FDS4.8K shares-0.95%2026-03-312026-04-14

NOW SERVICENOW INC3.5K shares68.76%2026-03-312026-04-14

APH AMPHENOL CORP2.9K shares-19.06%2026-03-312026-04-14

CEG CONSTELLATION ENERGY CORP1.3K shares-3.72%2026-03-312026-04-14

DFAR DIMENSIONAL ETF TRUST15.3K shares-5.20%2026-03-312026-04-14

FTNT FORTINET INC4.4K shares45.10%2026-03-312026-04-14

SNOW SNOWFLAKE INC2.4K shares-10.37%2026-03-312026-04-14

SCHF SCHWAB STRATEGIC TR14.2K shares3.08%2026-03-312026-04-14

Sponsored

HD HOME DEPOT INC1.1K shares-1.39%2026-03-312026-04-14

AXP AMERICAN EXPRESS CO1.2K shares0.35%2026-03-312026-04-14

WM WASTE MGMT INC DEL1.5K shares0.60%2026-03-312026-04-14

TPR TAPESTRY INC2.5K shares0.00%2026-03-312026-04-14

CME CME GROUP INC1.2K shares0.77%2026-03-312026-04-14

BARRICK MNG CORP BARRICK MNG CORP8.5K shares2.47%2026-03-312026-04-14

VCSH VANGUARD SCOTTSDALE FDS4.3K shares-0.48%2026-03-312026-04-14

DG DOLLAR GEN CORP2.8K shares5.86%2026-03-312026-04-14

Sponsored

EME EMCOR GROUP INC453 shares14.97%2026-03-312026-04-14

ABBV ABBVIE INC1.5K shares-8.32%2026-03-312026-04-14

ENFR ALPS ETF TR8.5K shares-2.58%2026-03-312026-04-14

TJX TJX COS INC NEW2.0K shares10.22%2026-03-312026-04-14

NBIX NEUROCRINE BIOSCIENCES INC2.5K shares38.76%2026-03-312026-04-14

NTRA NATERA INC1.6K shares1.57%2026-03-312026-04-14

MMC MARSH & MCLENNAN COS INC1.8K sharesnew addition2026-03-312026-04-14

RL RALPH LAUREN CORP922 shares1.77%2026-03-312026-04-14

Sponsored

PDI PIMCO DYNAMIC INCOME FD18.5K shares0.00%2026-03-312026-04-14

VTWV VANGUARD SCOTTSDALE FDS1.9K shares-1.94%2026-03-312026-04-14

PII POLARIS INC5.7K shares-1.09%2026-03-312026-04-14

BAC BANK AMERICA CORP6.4K shares-2.58%2026-03-312026-04-14

MO ALTRIA GROUP INC4.7K shares-9.41%2026-03-312026-04-14

ILMN ILLUMINA INC2.5K shares-6.27%2026-03-312026-04-14

ARISTA NETWORKS INC ARISTA NETWORKS INC2.5K shares-24.62%2026-03-312026-04-14

CAT CATERPILLAR INC425 shares2.16%2026-03-312026-04-14

Sponsored

ZM ZOOM COMMUNICATIONS INC3.7K shares-25.52%2026-03-312026-04-14

JCI JOHNSON CONTROLS INTERNATION2.3K shares7.11%2026-03-312026-04-14

IBM INTERNATIONAL BUSINESS MACHS1.2K shares-1.85%2026-03-312026-04-14

MCD MCDONALDS CORP950 shares0.21%2026-03-312026-04-14

UPS UNITED PARCEL SVCS INC3.0K shares1.42%2026-03-312026-04-14

TGT TARGET CORP2.4K shares11.42%2026-03-312026-04-14

EMXC ISHARES INC3.7K shares0.00%2026-03-312026-04-14

XLE SELECT SECTOR SPDR TR4.8K shares0.00%2026-03-312026-04-14

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP1.4K shares1.65%2026-03-312026-04-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP837 shares1.82%2026-03-312026-04-14

CSCO CISCO SYS INC3.7K shares-2.01%2026-03-312026-04-14

SYK STRYKER CORPORATION871 shares45.65%2026-03-312026-04-14

COF CAPITAL ONE FINL CORP1.6K shares-39.78%2026-03-312026-04-14

TER TERADYNE INC950 sharesnew addition2026-03-312026-04-14

FTGC FIRST TR EXCHANGE TRAD FD VI9.7K shares5.10%2026-03-312026-04-14

ROSC LATTICE STRATEGIES TR5.7K shares0.37%2026-03-312026-04-14

Sponsored

PG PROCTER & GAMBLE CO1.9K shares-18.82%2026-03-312026-04-14

HON HONEYWELL INTL INC1.2K sharesnew addition2026-03-312026-04-14

NYT NEW YORK TIMES CO MTN BE3.2K sharesnew addition2026-03-312026-04-14

KKR & CO INC KKR & CO INC2.8K sharesnew addition2026-03-312026-04-14

FTA FIRST TR EXCHANGE-TRADED ALP2.8K shares0.00%2026-03-312026-04-14

ISRG INTUITIVE SURGICAL INC559 shares3.33%2026-03-312026-04-14

SOFI SOFI TECHNOLOGIES INC15.8K shares-0.20%2026-03-312026-04-14

COMT ISHARES U S ETF TR7.3K shares-24.98%2026-03-312026-04-14

Sponsored

MPC MARATHON PETE CORP993 sharesnew addition2026-03-312026-04-14

ESGU ISHARES TR1.7K shares0.00%2026-03-312026-04-14

BKNG BOOKING HOLDINGS INC57 shares-32.14%2026-03-312026-04-14

NEE NEXTERA ENERGY INC2.6K shares0.00%2026-03-312026-04-14

T AT&T INC8.1K shares-6.49%2026-03-312026-04-14

BMRN BIOMARIN PHARMACEUTICAL INC4.1K shares6.52%2026-03-312026-04-14

KMI KINDER MORGAN INC DEL6.9K sharesnew addition2026-03-312026-04-14

TOL TOLL BROTHERS INC1.7K shares0.00%2026-03-312026-04-14

Sponsored

VSS VANGUARD INTL EQUITY INDEX F1.6K shares-23.42%2026-03-312026-04-14

GDXJ VANECK ETF TRUST1.9K shares0.00%2026-03-312026-04-14

QUAL ISHARES TR1.2K sharesnew addition2026-03-312026-04-14

FYT FIRST TR EXCHANGE-TRADED ALP3.7K shares0.00%2026-03-312026-04-14

IQV IQVIA HLDGS INC1.3K shares-21.38%2026-03-312026-04-14

VLO VALERO ENERGY CORP907 sharesnew addition2026-03-312026-04-14

HII HUNTINGTON INGALLS INDS INC589 sharesnew addition2026-03-312026-04-14

RBLX ROBLOX CORP3.9K shares-38.28%2026-03-312026-04-14

Sponsored

RGLD ROYAL GOLD INC865 sharesnew addition2026-03-312026-04-14

AA ALCOA CORP3.3K sharesnew addition2026-03-312026-04-14

UTHR UNITED THERAPEUTICS CORP DEL366 shares-28.52%2026-03-312026-04-14

PANW PALO ALTO NETWORKS INC1.4K shares-38.44%2026-03-312026-04-14

FIVE FIVE BELOW INC945 sharesnew addition2026-03-312026-04-14

MEDP MEDPACE HLDGS INC448 shares-36.27%2026-03-312026-04-14

ADI ANALOG DEVICES INC676 sharesnew addition2026-03-312026-04-14

EXPE EXPEDIA GROUP INC931 shares-39.07%2026-03-312026-04-14

Sponsored

AVGE AMERICAN CENTY ETF TR2.4K shares-10.21%2026-03-312026-04-14

EXEL EXELIXIS INC5.0K shares-13.74%2026-03-312026-04-14

CSX CSX CORP5.2K sharesnew addition2026-03-312026-04-14

AEP AMERICAN ELEC PWR CO INC1.6K sharesnew addition2026-03-312026-04-14

V VISA INC701 shares1.45%2026-03-312026-04-14

BIIB BIOGEN INC1.2K sharesnew addition2026-03-312026-04-14

DIS DISNEY WALT CO2.2K shares-5.06%2026-03-312026-04-14

TT TRANE TECHNOLOGIES PLC499 shares-6.20%2026-03-312026-04-14

Sponsored

ULTA ULTA BEAUTY INC397 shares8.47%2026-03-312026-04-14

MMM 3M CO1.4K shares-10.76%2026-03-312026-04-14

DINO HF SINCLAIR CORP3.3K sharesnew addition2026-03-312026-04-14

EFA ISHARES TR2.1K sharesnew addition2026-03-312026-04-14

MLI MUELLER INDS INC1.8K sharesnew addition2026-03-312026-04-14

EVR EVERCORE INC680 sharesnew addition2026-03-312026-04-14

LINDE PLC LINDE PLC409 sharesnew addition2026-03-312026-04-14

KLAC KLA CORP137 sharesnew addition2026-03-312026-04-14

Sponsored

HL HECLA MINING COMPANY10.4K shares0.12%2026-03-312026-04-14

ADT ADT INC DEL13.8K shares-44.64%2026-03-312026-04-14

MARA MARA HOLDINGS INC10.7K shares0.00%2026-03-312026-04-14

ALIT ALIGHT INC13.2K sharesnew addition2026-03-312026-04-14

VGIT

VANGUARD SCOTTSDALE FDS

11.15%

Shares1.0M

Event2026-03-31

Filed2026-04-14

ITOT

ISHARES TR

9.80%

Shares377.5K

Event2026-03-31

Filed2026-04-14

DFAC

DIMENSIONAL ETF TRUST

5.21%

Shares1.3M

Event2026-03-31

Filed2026-04-14

VTIP

VANGUARD MALVERN FDS

9.84%

Shares546.7K

Event2026-03-31

Filed2026-04-14

DFSD

DIMENSIONAL ETF TRUST

15.74%

Shares554.9K

Event2026-03-31

Filed2026-04-14

VTI

VANGUARD INDEX FDS

0.13%

Shares79.5K

Event2026-03-31

Filed2026-04-14

AVDV

AMERICAN CENTY ETF TR

1.92%

Shares245.3K

Event2026-03-31

Filed2026-04-14

AVUV

AMERICAN CENTY ETF TR

9.42%

Shares197.0K

Event2026-03-31

Filed2026-04-14

IDEV

ISHARES TR

5.90%

Shares244.5K

Event2026-03-31

Filed2026-04-14

VGSH

VANGUARD SCOTTSDALE FDS

0.42%

Shares253.2K

Event2026-03-31

Filed2026-04-14

DFUS

DIMENSIONAL ETF TRUST

-2.34%

Shares180.7K

Event2026-03-31

Filed2026-04-14

DFEM

DIMENSIONAL ETF TRUST

11.62%

Shares345.8K

Event2026-03-31

Filed2026-04-14

DFIV

DIMENSIONAL ETF TRUST

-4.42%

Shares214.2K

Event2026-03-31

Filed2026-04-14

AVEM

AMERICAN CENTY ETF TR

-1.78%

Shares133.3K

Event2026-03-31

Filed2026-04-14

DFAI

DIMENSIONAL ETF TRUST

2.55%

Shares271.9K

Event2026-03-31

Filed2026-04-14

AVDE

AMERICAN CENTY ETF TR

-0.82%

Shares122.4K

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION

-0.55%

Shares57.8K

Event2026-03-31

Filed2026-04-14

AAPL

APPLE INC

-7.98%

Shares38.8K

Event2026-03-31

Filed2026-04-14

AVSC

AMERICAN CENTY ETF TR

11.40%

Shares141.8K

Event2026-03-31

Filed2026-04-14

AVUS

AMERICAN CENTY ETF TR

-1.05%

Shares78.6K

Event2026-03-31

Filed2026-04-14

DFUV

DIMENSIONAL ETF TRUST

-1.04%

Shares135.9K

Event2026-03-31

Filed2026-04-14

DFAT

DIMENSIONAL ETF TRUST

1.07%

Shares104.6K

Event2026-03-31

Filed2026-04-14

DIHP

DIMENSIONAL ETF TRUST

10.76%

Shares194.6K

Event2026-03-31

Filed2026-04-14

TSLA

TESLA INC

39.93%

Shares16.7K

Event2026-03-31

Filed2026-04-14

IEMG

ISHARES INC

-2.70%

Shares83.9K

Event2026-03-31

Filed2026-04-14

SLYV

SPDR SERIES TRUST

-4.01%

Shares61.5K

Event2026-03-31

Filed2026-04-14

BSVO

EA SERIES TRUST

0.53%

Shares220.5K

Event2026-03-31

Filed2026-04-14

BERKSHIRE HATHAWAY INC DEL

-5.97%

Shares10.8K

Event2026-03-31

Filed2026-04-14

VEA

VANGUARD TAX-MANAGED FDS

-3.08%

Shares79.4K

Event2026-03-31

Filed2026-04-14

DISV

DIMENSIONAL ETF TRUST

-2.79%

Shares123.9K

Event2026-03-31

Filed2026-04-14

DFCF

DIMENSIONAL ETF TRUST

3.94%

Shares111.0K

Event2026-03-31

Filed2026-04-14

EFV

ISHARES TR

-4.83%

Shares62.3K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC

2.43%

Shares21.4K

Event2026-03-31

Filed2026-04-14

DFIC

DIMENSIONAL ETF TRUST

4.39%

Shares121.4K

Event2026-03-31

Filed2026-04-14

DUHP

DIMENSIONAL ETF TRUST

29.84%

Shares116.7K

Event2026-03-31

Filed2026-04-14

IWN

ISHARES TR

0.00%

Shares20.7K

Event2026-03-31

Filed2026-04-14

CASY

CASEYS GEN STORES INC

0.56%

Shares5.3K

Event2026-03-31

Filed2026-04-14

DFAE

DIMENSIONAL ETF TRUST

-3.72%

Shares112.7K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP

2.39%

Shares9.9K

Event2026-03-31

Filed2026-04-14

DFGR

DIMENSIONAL ETF TRUST

25.79%

Shares124.1K

Event2026-03-31

Filed2026-04-14

SPDW

SPDR INDEX SHS FDS

-6.39%

Shares66.9K

Event2026-03-31

Filed2026-04-14

WMT

WALMART INC

0.18%

Shares24.5K

Event2026-03-31

Filed2026-04-14

EATON CORP PLC

-1.58%

Shares8.4K

Event2026-03-31

Filed2026-04-14

DFSV

DIMENSIONAL ETF TRUST

4.14%

Shares82.9K

Event2026-03-31

Filed2026-04-14

DFAX

DIMENSIONAL ETF TRUST

-0.87%

Shares85.3K

Event2026-03-31

Filed2026-04-14

VTV

VANGUARD INDEX FDS

-2.15%

Shares14.7K

Event2026-03-31

Filed2026-04-14

VBR

VANGUARD INDEX FDS

-6.82%

Shares12.8K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

9.71%

Shares8.4K

Event2026-03-31

Filed2026-04-14

JPM

JPMORGAN CHASE & CO

-0.36%

Shares7.8K

Event2026-03-31

Filed2026-04-14

SPTM

SPDR SERIES TRUST

0.94%

Shares27.5K

Event2026-03-31

Filed2026-04-14

IEFA

ISHARES TR

-0.07%

Shares22.5K

Event2026-03-31

Filed2026-04-14

XOM

EXXON MOBIL CORP

1.60%

Shares11.3K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

-0.79%

Shares3.1K

Event2026-03-31

Filed2026-04-14

VWO

VANGUARD INTL EQUITY INDEX F

-5.02%

Shares33.9K

Event2026-03-31

Filed2026-04-14

BSV

VANGUARD BD INDEX FDS

-4.39%

Shares22.8K

Event2026-03-31

Filed2026-04-14

DFNM

DIMENSIONAL ETF TRUST

17.12%

Shares37.1K

Event2026-03-31

Filed2026-04-14

VEU

VANGUARD INTL EQUITY INDEX F

-3.69%

Shares21.8K

Event2026-03-31

Filed2026-04-14

FNDC

SCHWAB STRATEGIC TR

-0.75%

Shares34.7K

Event2026-03-31

Filed2026-04-14

FNDF

SCHWAB STRATEGIC TR

0.00%

Shares32.6K

Event2026-03-31

Filed2026-04-14

EEM

ISHARES TR

0.00%

Shares25.5K

Event2026-03-31

Filed2026-04-14

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-03-31

Filed2026-04-14

AVLV

AMERICAN CENTY ETF TR

-0.85%

Shares17.5K

Event2026-03-31

Filed2026-04-14

AVIG

AMERICAN CENTY ETF TR

489.88%

Shares29.2K

Event2026-03-31

Filed2026-04-14

DEERE & CO

4.48%

Shares2.1K

Event2026-03-31

Filed2026-04-14

IVV

ISHARES TR

-2.26%

Shares1.7K

Event2026-03-31

Filed2026-04-14

AOA

ISHARES TR

-25.04%

Shares12.2K

Event2026-03-31

Filed2026-04-14

UNP

UNION PAC CORP

7.24%

Shares4.5K

Event2026-03-31

Filed2026-04-14

DFAU

DIMENSIONAL ETF TRUST

-1.63%

Shares23.5K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

3.98%

Shares3.6K

Event2026-03-31

Filed2026-04-14

VIG

VANGUARD SPECIALIZED FUNDS

0.17%

Shares4.7K

Event2026-03-31

Filed2026-04-14

META

META PLATFORMS INC

36.55%

Shares1.8K

Event2026-03-31

Filed2026-04-14

WFC

WELLS FARGO & CO

1.54%

Shares12.3K

Event2026-03-31

Filed2026-04-14

MERCK & CO INC

1.77%

Shares8.0K

Event2026-03-31

Filed2026-04-14

LLY

ELI LILLY & CO

19.75%

Shares1.0K

Event2026-03-31

Filed2026-04-14

MICRON TECHNOLOGY INC

5.86%

Shares2.8K

Event2026-03-31

Filed2026-04-14

IWM

ISHARES TR

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-14

INVESCO QQQ TR

New

Shares1.5K

Event2026-03-31

Filed2026-04-14

VUG

VANGUARD INDEX FDS

1.15%

Shares1.9K

Event2026-03-31

Filed2026-04-14

INTC

INTEL CORP

-10.65%

Shares19.1K

Event2026-03-31

Filed2026-04-14

EMLP

FIRST TR EXCHANGE-TRADED FD

0.20%

Shares19.1K

Event2026-03-31

Filed2026-04-14

VUSB

VANGUARD BD INDEX FDS

-1.26%

Shares16.7K

Event2026-03-31

Filed2026-04-14

JNJ

JOHNSON & JOHNSON

-4.07%

Shares3.4K

Event2026-03-31

Filed2026-04-14

IUSV

ISHARES TR

-0.07%

Shares8.1K

Event2026-03-31

Filed2026-04-14

NEM

NEWMONT CORP

2.95%

Shares7.5K

Event2026-03-31

Filed2026-04-14

BROADCOM INC

19.34%

Shares2.6K

Event2026-03-31

Filed2026-04-14

BMY

BRISTOL-MYERS SQUIBB CO

2.82%

Shares13.1K

Event2026-03-31

Filed2026-04-14

VNQ

VANGUARD INDEX FDS

-18.33%

Shares8.9K

Event2026-03-31

Filed2026-04-14

USB

US BANCORP

0.15%

Shares15.2K

Event2026-03-31

Filed2026-04-14

FIX

COMFORT SYS USA INC

1.44%

Shares563

Event2026-03-31

Filed2026-04-14

PEP

PEPSICO INC

-26.64%

Shares4.9K

Event2026-03-31

Filed2026-04-14

EIX

EDISON INTL

21.91%

Shares10.1K

Event2026-03-31

Filed2026-04-14

STIP

ISHARES TR

1.05%

Shares6.7K

Event2026-03-31

Filed2026-04-14

WDC

WESTERN DIGITAL CORP

3.34%

Shares2.6K

Event2026-03-31

Filed2026-04-14

GDX

VANECK ETF TRUST

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-14

DFIP

DIMENSIONAL ETF TRUST

-0.72%

Shares16.5K

Event2026-03-31

Filed2026-04-14

SPEM

SPDR INDEX SHS FDS

-11.42%

Shares14.6K

Event2026-03-31

Filed2026-04-14

AOR

ISHARES TR

-33.36%

Shares10.6K

Event2026-03-31

Filed2026-04-14

ECL

ECOLAB INC

-1.73%

Shares2.6K

Event2026-03-31

Filed2026-04-14

AMD

ADVANCED MICRO DEVICES INC

0.64%

Shares3.3K

Event2026-03-31

Filed2026-04-14

FDX

FEDEX CORP

3.16%

Shares1.9K

Event2026-03-31

Filed2026-04-14

CHUBB LTD SWITZ

0.74%

Shares2.0K

Event2026-03-31

Filed2026-04-14

FPE

FIRST TR EXCH TRADED FD III

0.86%

Shares37.0K

Event2026-03-31

Filed2026-04-14

GEV

GE VERNOVA INC

6.93%

Shares725

Event2026-03-31

Filed2026-04-14

ABNB

AIRBNB INC

38.02%

Shares5.0K

Event2026-03-31

Filed2026-04-14

IJS

ISHARES TR

0.06%

Shares5.3K

Event2026-03-31

Filed2026-04-14

PCG

PG&E CORP

10.54%

Shares35.7K

Event2026-03-31

Filed2026-04-14

PLTR

PALANTIR TECHNOLOGIES INC

-19.00%

Shares4.2K

Event2026-03-31

Filed2026-04-14

VRP

INVESCO EXCH TRADED FD TR II

0.00%

Shares25.4K

Event2026-03-31

Filed2026-04-14

TIP

ISHARES TR

-22.13%

Shares5.4K

Event2026-03-31

Filed2026-04-14

SHY

ISHARES TR

-0.45%

Shares7.3K

Event2026-03-31

Filed2026-04-14

VANGUARD INTL EQUITY INDEX F

-3.35%

Shares4.2K

Event2026-03-31

Filed2026-04-14

FTI

TECHNIPFMC PLC

10.99%

Shares8.4K

Event2026-03-31

Filed2026-04-14

GE AEROSPACE

-2.50%

Shares2.0K

Event2026-03-31

Filed2026-04-14

FTSL

FIRST TR EXCHANGE-TRADED FD

0.99%

Shares12.6K

Event2026-03-31

Filed2026-04-14

LMT

LOCKHEED MARTIN CORP

20.95%

Shares912

Event2026-03-31

Filed2026-04-14

UCON

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares22.1K

Event2026-03-31

Filed2026-04-14

CNC

CENTENE CORP DEL

-3.61%

Shares15.8K

Event2026-03-31

Filed2026-04-14

PSX

PHILLIPS 66

-5.01%

Shares2.8K

Event2026-03-31

Filed2026-04-14

FCX

FREEPORT MCMORAN INC

16.83%

Shares8.7K

Event2026-03-31

Filed2026-04-14

ADBE

ADOBE INC

119.85%

Shares2.1K

Event2026-03-31

Filed2026-04-14

CEF

SPROTT ASSET MANAGEMENT LP

0.00%

Shares10.7K

Event2026-03-31

Filed2026-04-14

SHM

SPDR SERIES TRUST

0.00%

Shares10.6K

Event2026-03-31

Filed2026-04-14

PARKER-HANNIFIN CORP

0.18%

Shares565

Event2026-03-31

Filed2026-04-14

PSLV

SPROTT ASSET MANAGEMENT LP

0.00%

Shares20.6K

Event2026-03-31

Filed2026-04-14

GENERAL MTRS CO

3.97%

Shares6.7K

Event2026-03-31

Filed2026-04-14

ORCL

ORACLE CORP

2.79%

Shares3.3K

Event2026-03-31

Filed2026-04-14

COST

COSTCO WHOLESALE CORPORATION

14.72%

Shares491

Event2026-03-31

Filed2026-04-14

CPRT

COPART INC

12.72%

Shares14.7K

Event2026-03-31

Filed2026-04-14

TSN

TYSON FOODS INC

9.57%

Shares7.4K

Event2026-03-31

Filed2026-04-14

LNT

ALLIANT ENERGY CORP

0.26%

Shares6.5K

Event2026-03-31

Filed2026-04-14

IEI

ISHARES TR

-0.18%

Shares3.9K

Event2026-03-31

Filed2026-04-14

SNDK

SANDISK CORP

New

Shares730

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

-18.90%

Shares1.8K

Event2026-03-31

Filed2026-04-14

ALPS ETF TR

0.00%

Shares8.6K

Event2026-03-31

Filed2026-04-14

FLTR

VANECK ETF TRUST

0.48%

Shares17.7K

Event2026-03-31

Filed2026-04-14

RDVY

FIRST TR EXCHANGE TRADED FD

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-14

SPY

STATE STR SPDR S&P 500 ETF T

1.52%

Shares666

Event2026-03-31

Filed2026-04-14

PHILIP MORRIS INTL INC

3.58%

Shares2.6K

Event2026-03-31

Filed2026-04-14

BIV

VANGUARD BD INDEX FDS

0.92%

Shares5.6K

Event2026-03-31

Filed2026-04-14

INVESCO EXCHANGE TRADED FD T

0.09%

Shares2.2K

Event2026-03-31

Filed2026-04-14

PNC

PNC FINL SVCS GROUP INC

5.69%

Shares2.0K

Event2026-03-31

Filed2026-04-14

JBHT

HUNT J B TRANS SVCS INC

8.75%

Shares1.9K

Event2026-03-31

Filed2026-04-14

VRSN

VERISIGN INC

-4.83%

Shares1.6K

Event2026-03-31

Filed2026-04-14

DAL

DELTA AIR LINES INC

11.88%

Shares5.9K

Event2026-03-31

Filed2026-04-14

SPGI

S&P GLOBAL INC

New

Shares924

Event2026-03-31

Filed2026-04-14

CVX

CHEVRON CORPORATION

4.65%

Shares1.9K

Event2026-03-31

Filed2026-04-14

VRT

VERTIV HOLDINGS CO

New

Shares1.6K

Event2026-03-31

Filed2026-04-14

REGN

REGENERON PHARMACEUTICALS

6.12%

Shares503

Event2026-03-31

Filed2026-04-14

COP

CONOCOPHILLIPS

-4.38%

Shares2.9K

Event2026-03-31

Filed2026-04-14

GLW

CORNING INC

-2.19%

Shares2.8K

Event2026-03-31

Filed2026-04-14

CITIGROUP INC

6.17%

Shares3.4K

Event2026-03-31

Filed2026-04-14

VERIZON COMMUNICATIONS INC

2.67%

Shares7.6K

Event2026-03-31

Filed2026-04-14

VXUS

VANGUARD STAR FDS

-0.95%

Shares4.8K

Event2026-03-31

Filed2026-04-14

NOW

SERVICENOW INC

68.76%

Shares3.5K

Event2026-03-31

Filed2026-04-14

APH

AMPHENOL CORP

-19.06%

Shares2.9K

Event2026-03-31

Filed2026-04-14

CEG

CONSTELLATION ENERGY CORP

-3.72%

Shares1.3K

Event2026-03-31

Filed2026-04-14

DFAR

DIMENSIONAL ETF TRUST

-5.20%

Shares15.3K

Event2026-03-31

Filed2026-04-14

FTNT

FORTINET INC

45.10%

Shares4.4K

Event2026-03-31

Filed2026-04-14

SNOW

SNOWFLAKE INC

-10.37%

Shares2.4K

Event2026-03-31

Filed2026-04-14

SCHF

SCHWAB STRATEGIC TR

3.08%

Shares14.2K

Event2026-03-31

Filed2026-04-14

HOME DEPOT INC

-1.39%

Shares1.1K

Event2026-03-31

Filed2026-04-14

AXP

AMERICAN EXPRESS CO

0.35%

Shares1.2K

Event2026-03-31

Filed2026-04-14

WASTE MGMT INC DEL

0.60%

Shares1.5K

Event2026-03-31

Filed2026-04-14

TPR

TAPESTRY INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-14

CME

CME GROUP INC

0.77%

Shares1.2K

Event2026-03-31

Filed2026-04-14

BARRICK MNG CORP

2.47%

Shares8.5K

Event2026-03-31

Filed2026-04-14

VCSH

VANGUARD SCOTTSDALE FDS

-0.48%

Shares4.3K

Event2026-03-31

Filed2026-04-14

DOLLAR GEN CORP

5.86%

Shares2.8K

Event2026-03-31

Filed2026-04-14

EME

EMCOR GROUP INC

14.97%

Shares453

Event2026-03-31

Filed2026-04-14

ABBV

ABBVIE INC

-8.32%

Shares1.5K

Event2026-03-31

Filed2026-04-14

ENFR

ALPS ETF TR

-2.58%

Shares8.5K

Event2026-03-31

Filed2026-04-14

TJX

TJX COS INC NEW

10.22%

Shares2.0K

Event2026-03-31

Filed2026-04-14

NBIX

NEUROCRINE BIOSCIENCES INC

38.76%

Shares2.5K

Event2026-03-31

Filed2026-04-14

NTRA

NATERA INC

1.57%

Shares1.6K

Event2026-03-31

Filed2026-04-14

MMC

MARSH & MCLENNAN COS INC

New

Shares1.8K

Event2026-03-31

Filed2026-04-14

RALPH LAUREN CORP

1.77%

Shares922

Event2026-03-31

Filed2026-04-14

PDI

PIMCO DYNAMIC INCOME FD

0.00%

Shares18.5K

Event2026-03-31

Filed2026-04-14

VTWV

VANGUARD SCOTTSDALE FDS

-1.94%

Shares1.9K

Event2026-03-31

Filed2026-04-14

PII

POLARIS INC

-1.09%

Shares5.7K

Event2026-03-31

Filed2026-04-14

BAC

BANK AMERICA CORP

-2.58%

Shares6.4K

Event2026-03-31

Filed2026-04-14

ALTRIA GROUP INC

-9.41%

Shares4.7K

Event2026-03-31

Filed2026-04-14

ILMN

ILLUMINA INC

-6.27%

Shares2.5K

Event2026-03-31

Filed2026-04-14

ARISTA NETWORKS INC

-24.62%

Shares2.5K

Event2026-03-31

Filed2026-04-14

CAT

CATERPILLAR INC

2.16%

Shares425

Event2026-03-31

Filed2026-04-14

ZOOM COMMUNICATIONS INC

-25.52%

Shares3.7K

Event2026-03-31

Filed2026-04-14

JCI

JOHNSON CONTROLS INTERNATION

7.11%

Shares2.3K

Event2026-03-31

Filed2026-04-14

IBM

INTERNATIONAL BUSINESS MACHS

-1.85%

Shares1.2K

Event2026-03-31

Filed2026-04-14

MCD

MCDONALDS CORP

0.21%

Shares950

Event2026-03-31

Filed2026-04-14

UPS

UNITED PARCEL SVCS INC

1.42%

Shares3.0K

Event2026-03-31

Filed2026-04-14

TGT

TARGET CORP

11.42%

Shares2.4K

Event2026-03-31

Filed2026-04-14

EMXC

ISHARES INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-14

XLE

SELECT SECTOR SPDR TR

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-14

LAM RESEARCH CORP

1.65%

Shares1.4K

Event2026-03-31

Filed2026-04-14

GENERAL DYNAMICS CORP

1.82%

Shares837

Event2026-03-31

Filed2026-04-14

CSCO

CISCO SYS INC

-2.01%

Shares3.7K

Event2026-03-31

Filed2026-04-14

SYK

STRYKER CORPORATION

45.65%

Shares871

Event2026-03-31

Filed2026-04-14

COF

CAPITAL ONE FINL CORP

-39.78%

Shares1.6K

Event2026-03-31

Filed2026-04-14

TER

TERADYNE INC

New

Shares950

Event2026-03-31

Filed2026-04-14

FTGC

FIRST TR EXCHANGE TRAD FD VI

5.10%

Shares9.7K

Event2026-03-31

Filed2026-04-14

ROSC

LATTICE STRATEGIES TR

0.37%

Shares5.7K

Event2026-03-31

Filed2026-04-14

PROCTER & GAMBLE CO

-18.82%

Shares1.9K

Event2026-03-31

Filed2026-04-14

HON

HONEYWELL INTL INC

New

Shares1.2K

Event2026-03-31

Filed2026-04-14

NYT

NEW YORK TIMES CO MTN BE

New

Shares3.2K

Event2026-03-31

Filed2026-04-14

KKR & CO INC

New

Shares2.8K

Event2026-03-31

Filed2026-04-14

FTA

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-14

ISRG

INTUITIVE SURGICAL INC

3.33%

Shares559

Event2026-03-31

Filed2026-04-14

SOFI

SOFI TECHNOLOGIES INC

-0.20%

Shares15.8K

Event2026-03-31

Filed2026-04-14

COMT

ISHARES U S ETF TR

-24.98%

Shares7.3K

Event2026-03-31

Filed2026-04-14

MPC

MARATHON PETE CORP

New

Shares993

Event2026-03-31

Filed2026-04-14

ESGU

ISHARES TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-14

BKNG

BOOKING HOLDINGS INC

-32.14%

Shares57

Event2026-03-31

Filed2026-04-14

NEE

NEXTERA ENERGY INC

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-14

AT&T INC

-6.49%

Shares8.1K

Event2026-03-31

Filed2026-04-14

BMRN

BIOMARIN PHARMACEUTICAL INC

6.52%

Shares4.1K

Event2026-03-31

Filed2026-04-14

KMI

KINDER MORGAN INC DEL

New

Shares6.9K

Event2026-03-31

Filed2026-04-14

TOL

TOLL BROTHERS INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-14

VSS

VANGUARD INTL EQUITY INDEX F

-23.42%

Shares1.6K

Event2026-03-31

Filed2026-04-14

GDXJ

VANECK ETF TRUST

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-14

QUAL

ISHARES TR

New

Shares1.2K

Event2026-03-31

Filed2026-04-14

FYT

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-14

IQV

IQVIA HLDGS INC

-21.38%

Shares1.3K

Event2026-03-31

Filed2026-04-14

VLO

VALERO ENERGY CORP

New

Shares907

Event2026-03-31

Filed2026-04-14

HII

HUNTINGTON INGALLS INDS INC

New

Shares589

Event2026-03-31

Filed2026-04-14

RBLX

ROBLOX CORP

-38.28%

Shares3.9K

Event2026-03-31

Filed2026-04-14

RGLD

ROYAL GOLD INC

New

Shares865

Event2026-03-31

Filed2026-04-14

ALCOA CORP

New

Shares3.3K

Event2026-03-31

Filed2026-04-14

UTHR

UNITED THERAPEUTICS CORP DEL

-28.52%

Shares366

Event2026-03-31

Filed2026-04-14

PANW

PALO ALTO NETWORKS INC

-38.44%

Shares1.4K

Event2026-03-31

Filed2026-04-14

FIVE

FIVE BELOW INC

New

Shares945

Event2026-03-31

Filed2026-04-14

MEDP

MEDPACE HLDGS INC

-36.27%

Shares448

Event2026-03-31

Filed2026-04-14

ADI

ANALOG DEVICES INC

New

Shares676

Event2026-03-31

Filed2026-04-14

EXPE

EXPEDIA GROUP INC

-39.07%

Shares931

Event2026-03-31

Filed2026-04-14

AVGE

AMERICAN CENTY ETF TR

-10.21%

Shares2.4K

Event2026-03-31

Filed2026-04-14

EXEL

EXELIXIS INC

-13.74%

Shares5.0K

Event2026-03-31

Filed2026-04-14

CSX

CSX CORP

New

Shares5.2K

Event2026-03-31

Filed2026-04-14

AEP

AMERICAN ELEC PWR CO INC

New

Shares1.6K

Event2026-03-31

Filed2026-04-14

VISA INC

1.45%

Shares701

Event2026-03-31

Filed2026-04-14

BIIB

BIOGEN INC

New

Shares1.2K

Event2026-03-31

Filed2026-04-14

DIS

DISNEY WALT CO

-5.06%

Shares2.2K

Event2026-03-31

Filed2026-04-14

TRANE TECHNOLOGIES PLC

-6.20%

Shares499

Event2026-03-31

Filed2026-04-14

ULTA

ULTA BEAUTY INC

8.47%

Shares397

Event2026-03-31

Filed2026-04-14

MMM

3M CO

-10.76%

Shares1.4K

Event2026-03-31

Filed2026-04-14

DINO

HF SINCLAIR CORP

New

Shares3.3K

Event2026-03-31

Filed2026-04-14

EFA

ISHARES TR

New

Shares2.1K

Event2026-03-31

Filed2026-04-14

MLI

MUELLER INDS INC

New

Shares1.8K

Event2026-03-31

Filed2026-04-14

EVR

EVERCORE INC

New

Shares680

Event2026-03-31

Filed2026-04-14

LINDE PLC

New

Shares409

Event2026-03-31

Filed2026-04-14

KLAC

KLA CORP

New

Shares137

Event2026-03-31

Filed2026-04-14

HECLA MINING COMPANY

0.12%

Shares10.4K

Event2026-03-31

Filed2026-04-14

ADT

ADT INC DEL

-44.64%

Shares13.8K

Event2026-03-31

Filed2026-04-14

MARA

MARA HOLDINGS INC

0.00%

Shares10.7K

Event2026-03-31

Filed2026-04-14

ALIT

ALIGHT INC

New

Shares13.2K

Event2026-03-31

Filed2026-04-14

Call Option Holdings

GDX Call CallVANECK ETF TRUST100 sharesnew addition2026-03-312026-04-14

NOW Call CallSERVICENOW INC100 sharesnew addition2026-03-312026-04-14

MARA Call CallMARA HOLDINGS INC400 sharesnew addition2026-03-312026-04-14

GDX Call

VANECK ETF TRUST

New

Shares100

Event2026-03-31

Filed2026-04-14

NOW Call

SERVICENOW INC

New

Shares100

Event2026-03-31

Filed2026-04-14

MARA Call

MARA HOLDINGS INC

New

Shares400

Event2026-03-31

Filed2026-04-14

Put Option Holdings

No put option holdings data available