Sponsored
The Analysis of Nova Wealth Management, Inc.'s Holdings & P&L
Currently, Nova Wealth Management, Inc. holds 545 types of securities in its portfolio with a total value $153.5M. In the most recent quarter, they have increased their positions in PLTR (+8.9K shares, valued at $1.3M), FSMD (+28.9K shares, valued at $1.3M), HAWX (+31.2K shares, valued at $1.3M); decreased their positions in XSMO (-18.6K shares, valued at $1.4M), DBEF (-27.5K shares, valued at $1.4M), IMCG (-11.7K shares, valued at $924.7K); initiated new positions in SPHB (+8.7K shares, valued at $1.0M), IEMG (+1.2K shares, valued at $87.0K), IYE (+1.1K shares, valued at $74.2K).
1M P&L
+6.4M+4.18%
3M P&L
+2.1M+1.32%
HY P&L
+8.6M+5.66%
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/A123.8M
86.0%
2Software - Infrastructure4.5M
3.2%
3Semiconductors4.3M
3.0%
Top Industries by Stock Count
1N/A276 stocks
54.4%
2Semiconductors13 stocks
2.6%
3Software - Application12 stocks
2.4%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF72.8K shares37.01%2026-03-312026-04-14
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BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW167 shares9.87%2026-03-312026-04-14
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INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF140 shares0.00%2026-03-312026-04-14
ABRDN GLOBAL PREMIER PPTYS FD COM SH BEN INT ABRDN GLOBAL PREMIER PPTYS FD COM SH BEN INT2.4K sharesnew addition2026-03-312026-04-14
SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF327 shares0.00%2026-03-312026-04-14
ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A128 shares37.63%2026-03-312026-04-14
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BCP INVESTMENT CORPORATION COM NEW BCP INVESTMENT CORPORATION COM NEW2.5K shares0.00%2026-03-312026-04-14
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STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF180 sharesnew addition2026-03-312026-04-14
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PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF771 shares132.23%2026-03-312026-04-14
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XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF87 sharesnew addition2026-03-312026-04-14
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XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF74 sharesnew addition2026-03-312026-04-14
SUPER MICRO COMPUTER INC COM NEW SUPER MICRO COMPUTER INC COM NEW353 sharesnew addition2026-03-312026-04-14
GRAYSCALE BITCOIN MINI TRUST ETF GRAYSCALE BITCOIN MINI TRUST ETF250 shares0.00%2026-03-312026-04-14
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ANNALY CAPITAL MANAGEMENT INC COM NEW ANNALY CAPITAL MANAGEMENT INC COM NEW259 shares0.00%2026-03-312026-04-14
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SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF72 sharesnew addition2026-03-312026-04-14
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SPMO
12.21%INVESCO S&P 500 MOMENTUM ETF
Shares73.1K
Event2026-03-31
Filed2026-04-14
IWY
-7.87%ISHARES RUSSELL TOP 200 GROWTH ETF
Shares17.0K
Event2026-03-31
Filed2026-04-14
UCON
-15.32%FIRST TRUST SMITH UNCONSTRAINED BOND ETF
Shares160.8K
Event2026-03-31
Filed2026-04-14
QGRO
3.51%AMERICAN CENTURY U.S. QUALITY GROWTH ETF
Shares37.7K
Event2026-03-31
Filed2026-04-14
XLK
38.38%STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares28.1K
Event2026-03-31
Filed2026-04-14
NVDA
-3.74%NVIDIA CORPORATION COM
Shares20.2K
Event2026-03-31
Filed2026-04-14
IUS
12.09%INVESCO RAFI STRATEGIC US ETF
Shares53.2K
Event2026-03-31
Filed2026-04-14
LVHI
37.01%FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
Shares72.8K
Event2026-03-31
Filed2026-04-14
FTEC
29.05%FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
Shares13.7K
Event2026-03-31
Filed2026-04-14
OEF
-4.53%ISHARES S&P 100 ETF
Shares8.9K
Event2026-03-31
Filed2026-04-14
VANGUARD S&P 500 ETF
18.36%VANGUARD S&P 500 ETF
Shares4.6K
Event2026-03-31
Filed2026-04-14
QTUM
11.47%DEFIANCE QUANTUM ETF
Shares25.7K
Event2026-03-31
Filed2026-04-14
IYW
32.50%ISHARES U.S. TECHNOLOGY ETF
Shares14.7K
Event2026-03-31
Filed2026-04-14
DJUL
-9.46%FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY
Shares56.4K
Event2026-03-31
Filed2026-04-14
SFY
14.11%SOFI SELECT 500 ETF
Shares20.2K
Event2026-03-31
Filed2026-04-14
PLTR
111.57%PALANTIR TECHNOLOGIES INC CL A
Shares16.9K
Event2026-03-31
Filed2026-04-14
INVESCO QQQ TRUST SERIES I
-5.47%INVESCO QQQ TRUST SERIES I
Shares3.3K
Event2026-03-31
Filed2026-04-14
FELG
-2.69%FIDELITY ENHANCED LARGE CAP GROWTH ETF
Shares51.2K
Event2026-03-31
Filed2026-04-14
HAWX
223.09%ISHARES CURRENCY HEDGED MSCI ACWI EX U.S. ETF
Shares45.2K
Event2026-03-31
Filed2026-04-14
XSMO
-43.33%INVESCO S&P SMALLCAP MOMENTUM ETF
Shares24.3K
Event2026-03-31
Filed2026-04-14
JSMD
54.07%JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF
Shares19.7K
Event2026-03-31
Filed2026-04-14
VOT
26.65%VANGUARD MID-CAP GROWTH ETF
Shares6.0K
Event2026-03-31
Filed2026-04-14
MSFT
29.59%MICROSOFT CORP COM
Shares4.1K
Event2026-03-31
Filed2026-04-14
VFMO
-1.11%VANGUARD U.S. MOMENTUM FACTOR ETF
Shares7.7K
Event2026-03-31
Filed2026-04-14
FTCB
7.64%FIRST TRUST CORE INVESTMENT GRADE ETF
Shares72.5K
Event2026-03-31
Filed2026-04-14
XLI
-0.32%STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
Shares9.3K
Event2026-03-31
Filed2026-04-14
HEFA
35.58%ISHARES CURRENCY HEDGED MSCI EAFE ETF
Shares34.5K
Event2026-03-31
Filed2026-04-14
BROADCOM INC COM
76.32%BROADCOM INC COM
Shares4.6K
Event2026-03-31
Filed2026-04-14
DAUG
-6.38%FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST
Shares31.1K
Event2026-03-31
Filed2026-04-14
IYF
-5.42%ISHARES U.S. FINANCIALS ETF
Shares11.3K
Event2026-03-31
Filed2026-04-14
RSPN
3.85%INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF
Shares23.1K
Event2026-03-31
Filed2026-04-14
ISHARES GOLD TRUST
-0.40%ISHARES GOLD TRUST
Shares15.0K
Event2026-03-31
Filed2026-04-14
FSMD
9141.46%FIDELITY SMALL-MID MULTIFACTOR ETF
Shares29.2K
Event2026-03-31
Filed2026-04-14
DDEC
-3.37%FT VEST US EQUITY DEEP BUFFER ETF - DECEMBER
Shares29.0K
Event2026-03-31
Filed2026-04-14
DNOV
-1.10%FT VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER
Shares26.6K
Event2026-03-31
Filed2026-04-14
GLDM
3.30%SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
Shares13.7K
Event2026-03-31
Filed2026-04-14
AMZN
11.41%AMAZON COM INC COM
Shares6.1K
Event2026-03-31
Filed2026-04-14
PPA
14.98%INVESCO AEROSPACE & DEFENSE ETF
Shares7.5K
Event2026-03-31
Filed2026-04-14
ALPHABET INC CAP STK CL A
-12.99%ALPHABET INC CAP STK CL A
Shares4.2K
Event2026-03-31
Filed2026-04-14
AAPL
-5.75%APPLE INC COM
Shares4.6K
Event2026-03-31
Filed2026-04-14
ITA
42.53%ISHARES U.S. AEROSPACE & DEFENSE ETF
Shares5.3K
Event2026-03-31
Filed2026-04-14
XLF
2.98%STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Shares23.6K
Event2026-03-31
Filed2026-04-14
VFH
-13.68%VANGUARD FINANCIALS ETF
Shares9.5K
Event2026-03-31
Filed2026-04-14
FDMO
8.37%FIDELITY MOMENTUM FACTOR ETF
Shares14.2K
Event2026-03-31
Filed2026-04-14
KORP
62.40%AMERICAN CENTURY DIVERSIFIED CORPORATE BOND ETF
Shares24.4K
Event2026-03-31
Filed2026-04-14
FYC
36.56%FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND
Shares11.7K
Event2026-03-31
Filed2026-04-14
DJUN
-9.37%FT VEST U.S. EQUITY DEEP BUFFER ETF - JUNE
Shares23.9K
Event2026-03-31
Filed2026-04-14
FAD
10.06%FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND
Shares6.5K
Event2026-03-31
Filed2026-04-14
MLPX
24.80%GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF
Shares14.0K
Event2026-03-31
Filed2026-04-14
SPHB
NewINVESCO S&P 500 HIGH BETA ETF
Shares8.7K
Event2026-03-31
Filed2026-04-14
DBAW
25.18%XTRACKERS MSCI ALL WORLD EX US HEDGED EQUITY ETF
Shares23.1K
Event2026-03-31
Filed2026-04-14
VGT
-0.78%VANGUARD INFORMATION TECHNOLOGY ETF
Shares1.4K
Event2026-03-31
Filed2026-04-14
SDSI
32.76%AMERICAN CENTURY SHORT DURATION STRATEGIC INCOME ETF
Shares18.5K
Event2026-03-31
Filed2026-04-14
AUSF
42.04%GLOBAL X ADAPTIVE U.S. FACTOR ETF
Shares19.6K
Event2026-03-31
Filed2026-04-14
JPM
2.16%JPMORGAN CHASE & CO COM
Shares3.2K
Event2026-03-31
Filed2026-04-14
TPYP
3.43%TORTOISE NORTH AMERICAN PIPELINE ETF
Shares21.7K
Event2026-03-31
Filed2026-04-14
REGL
41.59%PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF
Shares10.6K
Event2026-03-31
Filed2026-04-14
GARP
81.77%ISHARES MSCI USA QUALITY GARP ETF
Shares14.1K
Event2026-03-31
Filed2026-04-14
FNCL
-10.24%FIDELITY MSCI FINANCIALS INDEX ETF
Shares12.8K
Event2026-03-31
Filed2026-04-14
GLD
5.81%SPDR GOLD SHARES
Shares2.0K
Event2026-03-31
Filed2026-04-14
RWL
33.86%INVESCO S&P 500 REVENUE ETF
Shares7.5K
Event2026-03-31
Filed2026-04-14
FDVV
13.04%FIDELITY HIGH DIVIDEND ETF
Shares15.5K
Event2026-03-31
Filed2026-04-14
FSTA
7.01%FIDELITY MSCI CONSUMER STAPLES INDEX ETF
Shares15.8K
Event2026-03-31
Filed2026-04-14
IMCG
-53.44%ISHARES MORNINGSTAR MID-CAP GROWTH ETF
Shares10.2K
Event2026-03-31
Filed2026-04-14
DBEF
-63.17%XTRACKERS MSCI EAFE HEDGED EQUITY ETF
Shares16.0K
Event2026-03-31
Filed2026-04-14
DSEP
-1.37%FT VEST U.S. EQUITY DEEP BUFFER ETF - SEPTEMBER
Shares17.4K
Event2026-03-31
Filed2026-04-14
UTES
19.26%VIRTUS REAVES UTILITIES ETF
Shares9.5K
Event2026-03-31
Filed2026-04-14
FIDU
-2.21%FIDELITY MSCI INDUSTRIAL INDEX ETF
Shares8.3K
Event2026-03-31
Filed2026-04-14
JXI
71.98%ISHARES GLOBAL UTILITIES ETF
Shares8.2K
Event2026-03-31
Filed2026-04-14
XAR
14.66%STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF
Shares2.7K
Event2026-03-31
Filed2026-04-14
TDIV
-0.57%FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
Shares7.3K
Event2026-03-31
Filed2026-04-14
DFEB
30.52%FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY
Shares14.1K
Event2026-03-31
Filed2026-04-14
SPY
-3.82%STATE STREET SPDR S&P 500 ETF
Shares1.0K
Event2026-03-31
Filed2026-04-14
XLP
-6.84%STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
Shares7.7K
Event2026-03-31
Filed2026-04-14
RDVY
-0.71%FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
Shares9.2K
Event2026-03-31
Filed2026-04-14
PSCJ
-0.65%PACER SWAN SOS CONSERVATIVE (JULY) ETF
Shares19.8K
Event2026-03-31
Filed2026-04-14
EQWL
4.14%INVESCO S&P 100 EQUAL WEIGHT ETF
Shares5.0K
Event2026-03-31
Filed2026-04-14
VDC
6.27%VANGUARD CONSUMER STAPLES ETF
Shares2.5K
Event2026-03-31
Filed2026-04-14
PRN
-4.72%INVESCO DORSEY WRIGHT INDUSTRIALS MOMENTUM ETF
Shares2.8K
Event2026-03-31
Filed2026-04-14
AIRR
54.16%FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
Shares5.0K
Event2026-03-31
Filed2026-04-14
TSLA
-0.07%TESLA INC COM
Shares1.4K
Event2026-03-31
Filed2026-04-14
USVM
27.12%VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF
Shares5.6K
Event2026-03-31
Filed2026-04-14
AMD
12.03%ADVANCED MICRO DEVICES INC COM
Shares2.5K
Event2026-03-31
Filed2026-04-14
EMLP
11.83%FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
Shares11.0K
Event2026-03-31
Filed2026-04-14
WTV
45.14%WISDOMTREE US VALUE FUND OF BENEF INTEREST
Shares5.0K
Event2026-03-31
Filed2026-04-14
FEX
-1.72%FIRST TRUST LARGE CAP CORE ALPHADEX FUND
Shares3.7K
Event2026-03-31
Filed2026-04-14
CWS
-11.26%ADVISORSHARES FOCUSED EQUITY ETF
Shares6.9K
Event2026-03-31
Filed2026-04-14
OUSM
-1.12%ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF
Shares10.1K
Event2026-03-31
Filed2026-04-14
DJAN
8.42%FT VEST US EQUITY DEEP BUFFER ETF - JANUARY
Shares9.9K
Event2026-03-31
Filed2026-04-14
APH
-6.19%AMPHENOL CORP CL A
Shares3.1K
Event2026-03-31
Filed2026-04-14
PSCX
887.04%PACER SWAN SOS CONSERVATIVE (JANUARY) ETF
Shares12.7K
Event2026-03-31
Filed2026-04-14
IYK
201.87%ISHARES U.S. CONSUMER STAPLES ETF
Shares5.5K
Event2026-03-31
Filed2026-04-14
DMAY
-3.04%FT VEST U.S. EQUITY DEEP BUFFER ETF - MAY
Shares8.4K
Event2026-03-31
Filed2026-04-14
FUTY
53.09%FIDELITY MSCI UTILITIES INDEX ETF
Shares6.4K
Event2026-03-31
Filed2026-04-14
FNDX
-0.33%SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
Shares13.3K
Event2026-03-31
Filed2026-04-14
VO
23.41%VANGUARD MID-CAP ETF
Shares1.3K
Event2026-03-31
Filed2026-04-14
DAPR
-0.99%FT VEST U.S. EQUITY DEEP BUFFER ETF - APRIL
Shares9.2K
Event2026-03-31
Filed2026-04-14
HFXI
4.28%NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF
Shares10.9K
Event2026-03-31
Filed2026-04-14
LMT
8.46%LOCKHEED MARTIN CORP COM
Shares590
Event2026-03-31
Filed2026-04-14
DMAR
43.74%FT VEST US EQUITY DEEP BUFFER ETF - MARCH
Shares8.4K
Event2026-03-31
Filed2026-04-14
RSPU
-2.19%INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF
Shares4.4K
Event2026-03-31
Filed2026-04-14
HD
4.42%HOME DEPOT INC COM
Shares1.1K
Event2026-03-31
Filed2026-04-14
V
-3.76%VISA INC COM CL A
Shares1.2K
Event2026-03-31
Filed2026-04-14
FXG
-8.16%FIRST TRUST CONSUMER STAPLES ALPHADEX FUND
Shares5.3K
Event2026-03-31
Filed2026-04-14
VIS
28.81%VANGUARD INDUSTRIALS ETF
Shares1.0K
Event2026-03-31
Filed2026-04-14
PANW
0.00%PALO ALTO NETWORKS INC COM
Shares2.0K
Event2026-03-31
Filed2026-04-14
IXN
-6.59%ISHARES GLOBAL TECH ETF
Shares3.2K
Event2026-03-31
Filed2026-04-14
VT
-28.92%VANGUARD TOTAL WORLD STOCK ETF
Shares2.2K
Event2026-03-31
Filed2026-04-14
RWJ
30.46%INVESCO S&P SMALLCAP 600 REVENUE ETF
Shares5.8K
Event2026-03-31
Filed2026-04-14
IWP
-0.97%ISHARES RUSSELL MID-CAP GROWTH ETF
Shares2.2K
Event2026-03-31
Filed2026-04-14
IETC
-0.96%ISHARES U.S. TECH INDEPENDENCE FOCUSED ETF
Shares3.2K
Event2026-03-31
Filed2026-04-14
COWZ
-12.36%PACER US CASH COWS 100 ETF
Shares4.4K
Event2026-03-31
Filed2026-04-14
XOM
-7.20%EXXON MOBIL CORP COM
Shares1.6K
Event2026-03-31
Filed2026-04-14
PSCW
-0.41%PACER SWAN SOS CONSERVATIVE (APRIL) ETF
Shares9.3K
Event2026-03-31
Filed2026-04-14
PKW
53.34%INVESCO BUYBACK ACHIEVERS ETF
Shares2.0K
Event2026-03-31
Filed2026-04-14
FXO
-1.38%FIRST TRUST FINANCIALS ALPHADEX FUND
Shares4.7K
Event2026-03-31
Filed2026-04-14
IEFA
194.29%ISHARES CORE MSCI EAFE ETF
Shares2.9K
Event2026-03-31
Filed2026-04-14
SMH
-4.18%VANECK SEMICONDUCTOR ETF
Shares665
Event2026-03-31
Filed2026-04-14
COST
14.93%COSTCO WHOLESALE CORPORATION COM
Shares254
Event2026-03-31
Filed2026-04-14
IXG
55.38%ISHARES GLOBAL FINANCIALS ETF
Shares2.2K
Event2026-03-31
Filed2026-04-14
IWF
0.00%ISHARES RUSSELL 1000 GROWTH ETF
Shares568
Event2026-03-31
Filed2026-04-14
DLN
0.34%WISDOMTREE U.S. LARGECAP DIVIDEND FUND
Shares2.7K
Event2026-03-31
Filed2026-04-14
IMO
0.00%IMPERIAL OIL LTD COM NEW
Shares1.8K
Event2026-03-31
Filed2026-04-14
LLY
-9.61%ELI LILLY & CO COM
Shares254
Event2026-03-31
Filed2026-04-14
DWMF
-28.27%WISDOMTREE INTERNATIONAL MULTIFACTOR FUND
Shares6.9K
Event2026-03-31
Filed2026-04-14
IVV
6.13%ISHARES CORE S&P 500 ETF
Shares346
Event2026-03-31
Filed2026-04-14
IAK
-12.05%ISHARES U.S. INSURANCE ETF
Shares1.7K
Event2026-03-31
Filed2026-04-14
DOCT
-2.09%FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER
Shares4.8K
Event2026-03-31
Filed2026-04-14
XMMO
-0.14%INVESCO S&P MIDCAP MOMENTUM ETF
Shares1.4K
Event2026-03-31
Filed2026-04-14
IDU
17.68%ISHARES U.S. UTILITIES ETF
Shares1.7K
Event2026-03-31
Filed2026-04-14
ODFL
0.00%OLD DOMINION FREIGHT LINE INC COM
Shares992
Event2026-03-31
Filed2026-04-14
FTCS
-19.32%FIRST TRUST CAPITAL STRENGTH ETF
Shares2.1K
Event2026-03-31
Filed2026-04-14
EPD
1.39%ENTERPRISE PRODS PARTNERS L P COM
Shares5.0K
Event2026-03-31
Filed2026-04-14
FXU
-9.49%FIRST TRUST UTILITIES ALPHADEX FUND
Shares3.6K
Event2026-03-31
Filed2026-04-14
IVW
-5.39%ISHARES S&P 500 GROWTH ETF
Shares1.5K
Event2026-03-31
Filed2026-04-14
PSCQ
-0.61%PACER SWAN SOS CONSERVATIVE (OCTOBER) ETF
Shares6.0K
Event2026-03-31
Filed2026-04-14
FTA
-0.37%FIRST TRUST LARGE CAP VALUE ALPHADEX FUND
Shares1.9K
Event2026-03-31
Filed2026-04-14
CRWD
-0.71%CROWDSTRIKE HLDGS INC CL A
Shares418
Event2026-03-31
Filed2026-04-14
IVOG
0.00%VANGUARD S&P MID-CAP 400 GROWTH ETF
Shares1.3K
Event2026-03-31
Filed2026-04-14
EPS
-19.57%WISDOMTREE U.S. LARGECAP FUND
Shares2.2K
Event2026-03-31
Filed2026-04-14
QQXT
0.66%FIRST TRUST NASDAQ-100 EX-TECHNOLOGY SECTOR INDEX FUND
Shares1.5K
Event2026-03-31
Filed2026-04-14
AHR
0.00%AMERICAN HEALTHCARE REIT INC COM SHS
Shares3.1K
Event2026-03-31
Filed2026-04-14
URI
-2.42%UNITED RENTALS INC COM
Shares202
Event2026-03-31
Filed2026-04-14
FTSM
-34.37%FIRST TRUST ENHANCED SHORT MATURITY ETF
Shares2.5K
Event2026-03-31
Filed2026-04-14
SMMV
-35.82%ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF
Shares3.3K
Event2026-03-31
Filed2026-04-14
MA
-13.91%MASTERCARD INCORPORATED CL A
Shares291
Event2026-03-31
Filed2026-04-14
NFLX
17.86%NETFLIX INC. COM
Shares1.5K
Event2026-03-31
Filed2026-04-14
FXN
0.25%FIRST TRUST ENERGY ALPHADEX FUND
Shares6.3K
Event2026-03-31
Filed2026-04-14
FMAR
-14.33%FT VEST US EQUITY BUFFER ETF - MARCH
Shares2.9K
Event2026-03-31
Filed2026-04-14
LOW
0.00%LOWES COS INC COM
Shares587
Event2026-03-31
Filed2026-04-14
XLE
22.54%STATE STREET ENERGY SELECT SECTOR SPDR ETF
Shares2.1K
Event2026-03-31
Filed2026-04-14
WMT
128.70%WALMART INC COM
Shares1.1K
Event2026-03-31
Filed2026-04-14
ALPHABET INC CAP STK CL C
-3.22%ALPHABET INC CAP STK CL C
Shares451
Event2026-03-31
Filed2026-04-14
ALERIAN MLP ETF
-9.38%ALERIAN MLP ETF
Shares2.4K
Event2026-03-31
Filed2026-04-14
META
-13.64%META PLATFORMS INC CL A
Shares209
Event2026-03-31
Filed2026-04-14
XMLV
-28.96%INVESCO S&P MIDCAP LOW VOLATILITY ETF
Shares1.9K
Event2026-03-31
Filed2026-04-14
FMAY
-19.02%FT VEST U.S. EQUITY BUFFER FUND - MAY
Shares2.2K
Event2026-03-31
Filed2026-04-14
OMC
-31.00%OMNICOM GROUP INC COM
Shares1.6K
Event2026-03-31
Filed2026-04-14
PFM
0.00%INVESCO DIVIDEND ACHIEVERS ETF
Shares2.3K
Event2026-03-31
Filed2026-04-14
PWR
51.09%QUANTA SVCS INC COM
Shares207
Event2026-03-31
Filed2026-04-14
TDV
-40.65%PROSHARES S&P TECHNOLOGY DIVIDEND ARISTOCRATS ETF
Shares1.3K
Event2026-03-31
Filed2026-04-14
VPU
0.00%VANGUARD UTILITIES ETF
Shares568
Event2026-03-31
Filed2026-04-14
KIE
-16.25%STATE STREET SPDR S&P INSURANCE ETF
Shares2.0K
Event2026-03-31
Filed2026-04-14
HDV
0.51%ISHARES CORE HIGH DIVIDEND ETF
Shares787
Event2026-03-31
Filed2026-04-14
CVX
61.54%CHEVRON CORPORATION COM
Shares504
Event2026-03-31
Filed2026-04-14
CEG
-1.63%CONSTELLATION ENERGY CORP COM
Shares361
Event2026-03-31
Filed2026-04-14
BA
25.94%BOEING CO COM
Shares505
Event2026-03-31
Filed2026-04-14
INTU
-13.03%INTUIT COM
Shares227
Event2026-03-31
Filed2026-04-14
CSQ
0.00%CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT
Shares5.6K
Event2026-03-31
Filed2026-04-14
MMM
0.00%3M CO COM
Shares650
Event2026-03-31
Filed2026-04-14
MDYV
12.66%STATE STREET SPDR S&P 400 MID CAP VALUE ETF
Shares1.1K
Event2026-03-31
Filed2026-04-14
VUSE
-24.20%VIDENT U.S. EQUITY STRATEGY ETF
Shares1.5K
Event2026-03-31
Filed2026-04-14
JNJ
14.89%JOHNSON & JOHNSON COM
Shares378
Event2026-03-31
Filed2026-04-14
KRP
0.00%KIMBELL RTY PARTNERS LP UNIT
Shares6.2K
Event2026-03-31
Filed2026-04-14
CMC
0.00%COMMERCIAL METALS CO COM
Shares1.4K
Event2026-03-31
Filed2026-04-14
IEMG
NewISHARES CORE MSCI EMERGING MARKETS ETF
Shares1.2K
Event2026-03-31
Filed2026-04-14
IJH
421.63%ISHARES CORE S&P MID-CAP ETF
Shares1.3K
Event2026-03-31
Filed2026-04-14
JETS
0.00%U.S. GLOBAL JETS ETF
Shares3.3K
Event2026-03-31
Filed2026-04-14
IJR
284.21%ISHARES CORE S&P SMALL CAP ETF
Shares657
Event2026-03-31
Filed2026-04-14
BERKSHIRE HATHAWAY INC DEL CL B NEW
9.87%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares167
Event2026-03-31
Filed2026-04-14
SDVY
0.00%FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
Shares2.0K
Event2026-03-31
Filed2026-04-14
GBTC
0.00%GRAYSCALE BITCOIN TRUST ETF
Shares1.4K
Event2026-03-31
Filed2026-04-14
TMO
0.00%THERMO FISHER SCIENTIFIC INC COM
Shares154
Event2026-03-31
Filed2026-04-14
BSVO
-4.56%EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF
Shares3.0K
Event2026-03-31
Filed2026-04-14
IYE
NewISHARES U.S. ENERGY ETF
Shares1.1K
Event2026-03-31
Filed2026-04-14
NLR
0.00%VANECK URANIUM AND NUCLEAR ETF
Shares527
Event2026-03-31
Filed2026-04-14
IWR
NewISHARES RUSSELL MIDCAP ETF
Shares709
Event2026-03-31
Filed2026-04-14
SPYG
-22.47%STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
Shares704
Event2026-03-31
Filed2026-04-14
BIV
NewVANGUARD INTERMEDIATE-TERM BOND ETF
Shares890
Event2026-03-31
Filed2026-04-14
FRANKLIN XRP ETF
0.00%FRANKLIN XRP ETF
Shares4.6K
Event2026-03-31
Filed2026-04-14
ADBE
-64.42%ADOBE INC COM
Shares243
Event2026-03-31
Filed2026-04-14
UNH
181.58%UNITEDHEALTH GROUP INC COM
Shares214
Event2026-03-31
Filed2026-04-14
ARLP
0.00%ALLIANCE RESOURCE PARTNERS L P UT LTD PART
Shares2.1K
Event2026-03-31
Filed2026-04-14
MMC
-44.64%MARSH & MCLENNAN COS INC COM
Shares310
Event2026-03-31
Filed2026-04-14
STLD
0.00%STEEL DYNAMICS INC COM
Shares295
Event2026-03-31
Filed2026-04-14
DGRW
-9.60%WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
Shares603
Event2026-03-31
Filed2026-04-14
SNOW
0.00%SNOWFLAKE INC COM SHS
Shares350
Event2026-03-31
Filed2026-04-14
GE AEROSPACE COM NEW
3.95%GE AEROSPACE COM NEW
Shares184
Event2026-03-31
Filed2026-04-14
ARISTA NETWORKS INC COM SHS
24.93%ARISTA NETWORKS INC COM SHS
Shares426
Event2026-03-31
Filed2026-04-14
COWG
0.00%PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF
Shares1.5K
Event2026-03-31
Filed2026-04-14
TOL
0.00%TOLL BROTHERS INC COM
Shares377
Event2026-03-31
Filed2026-04-14
PDI
3.91%PIMCO DYNAMIC INCOME FD SHS
Shares3.0K
Event2026-03-31
Filed2026-04-14
SLV
0.00%ISHARES SILVER TRUST
Shares750
Event2026-03-31
Filed2026-04-14
QQQM
-83.73%INVESCO NASDAQ 100 ETF
Shares211
Event2026-03-31
Filed2026-04-14
EPR
0.00%EPR PPTYS COM SH BEN INT
Shares1.0K
Event2026-03-31
Filed2026-04-14
CALF
0.00%PACER US SMALL CAP CASH COWS ETF
Shares1.1K
Event2026-03-31
Filed2026-04-14
TSM
64.37%TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
Shares143
Event2026-03-31
Filed2026-04-14
QCOM
-2.89%QUALCOMM INC COM
Shares370
Event2026-03-31
Filed2026-04-14
AGNC
0.00%AGNC INVT CORP COM
Shares4.7K
Event2026-03-31
Filed2026-04-14
QQEW
-23.57%FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF
Shares360
Event2026-03-31
Filed2026-04-14
WFC
50.79%WELLS FARGO & CO COM
Shares570
Event2026-03-31
Filed2026-04-14
EIS
0.00%ISHARES MSCI ISRAEL ETF
Shares384
Event2026-03-31
Filed2026-04-14
BND
225.27%VANGUARD TOTAL BOND MARKET ETF
Shares605
Event2026-03-31
Filed2026-04-14
PNC
-10.55%PNC FINL SVCS GROUP INC COM
Shares212
Event2026-03-31
Filed2026-04-14
IXC
NewISHARES GLOBAL ENERGY ETF
Shares766
Event2026-03-31
Filed2026-04-14
VYM
0.00%VANGUARD HIGH DIVIDEND YIELD INDEX ETF
Shares289
Event2026-03-31
Filed2026-04-14
ITOT
0.00%ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
Shares300
Event2026-03-31
Filed2026-04-14
TE CONNECTIVITY PLC ORD SHS
0.00%TE CONNECTIVITY PLC ORD SHS
Shares200
Event2026-03-31
Filed2026-04-14
NEE
29.94%NEXTERA ENERGY INC COM
Shares447
Event2026-03-31
Filed2026-04-14
ADI
-8.76%ANALOG DEVICES INC COM
Shares125
Event2026-03-31
Filed2026-04-14
DUKE ENERGY CORP NEW COM NEW
-13.71%DUKE ENERGY CORP NEW COM NEW
Shares302
Event2026-03-31
Filed2026-04-14
XLU
13.17%STATE STREET UTILITIES SELECT SECTOR SPDR ETF
Shares842
Event2026-03-31
Filed2026-04-14
SNDA
NewSONIDA SENIOR LIVING INC COM
Shares1.2K
Event2026-03-31
Filed2026-04-14
HIO
0.00%WESTERN ASSET HIGH INCOME OPPO COM
Shares10.4K
Event2026-03-31
Filed2026-04-14
CANARY XRP ETF
0.00%CANARY XRP ETF
Shares2.6K
Event2026-03-31
Filed2026-04-14
QYLD
0.00%GLOBAL X NASDAQ 100 COVERED CALL ETF
Shares2.2K
Event2026-03-31
Filed2026-04-14
NOC
0.00%NORTHROP GRUMMAN CORP COM
Shares55
Event2026-03-31
Filed2026-04-14
BMEZ
0.00%BLACKROCK HEALTH SCIENCES TERM COM SHS
Shares2.6K
Event2026-03-31
Filed2026-04-14
BBDC
0.00%BARINGS BDC INC COM
Shares4.5K
Event2026-03-31
Filed2026-04-14
CRM
-73.79%SALESFORCE INC COM
Shares200
Event2026-03-31
Filed2026-04-14
HTGC
0.00%HERCULES CAPITAL INC COM
Shares2.5K
Event2026-03-31
Filed2026-04-14
BOTZ
0.36%GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
Shares1.1K
Event2026-03-31
Filed2026-04-14
IWS
0.00%ISHARES RUSSELL MID-CAP VALUE ETF
Shares252
Event2026-03-31
Filed2026-04-14
CSCO
2.61%CISCO SYS INC COM
Shares472
Event2026-03-31
Filed2026-04-14
PTY
0.00%PIMCO CORPORATE & INCOME OPPOR COM
Shares3.0K
Event2026-03-31
Filed2026-04-14
DSL
0.00%DOUBLELINE INCOME SOLUTIONS FD COM
Shares3.4K
Event2026-03-31
Filed2026-04-14
FXL
0.00%FIRST TRUST TECHNOLOGY ALPHADEX FUND
Shares224
Event2026-03-31
Filed2026-04-14
RTX
24.32%RTX CORPORATION COM
Shares184
Event2026-03-31
Filed2026-04-14
VUG
0.00%VANGUARD GROWTH ETF
Shares81
Event2026-03-31
Filed2026-04-14
USA
0.00%LIBERTY ALL STAR EQUITY FD SH BEN INT
Shares6.4K
Event2026-03-31
Filed2026-04-14
NOW
134.97%SERVICENOW INC COM
Shares336
Event2026-03-31
Filed2026-04-14
FDX
3166.67%FEDEX CORP COM
Shares98
Event2026-03-31
Filed2026-04-14
IGR
0.00%CBRE GBL REAL ESTATE INC FD COM
Shares7.9K
Event2026-03-31
Filed2026-04-14
TRV
0.00%TRAVELERS COMPANIES INC COM
Shares119
Event2026-03-31
Filed2026-04-14
ORCL
92.31%ORACLE CORP COM
Shares225
Event2026-03-31
Filed2026-04-14
DGRO
0.00%ISHARES CORE DIVIDEND GROWTH ETF
Shares465
Event2026-03-31
Filed2026-04-14
ETHE
0.00%GRAYSCALE ETHEREUM STAKING ETF
Shares1.9K
Event2026-03-31
Filed2026-04-14
GOF
0.00%GUGGENHEIM STRATEGIC OPPORTUN COM SBI
Shares2.9K
Event2026-03-31
Filed2026-04-14
UBER
1.13%UBER TECHNOLOGIES INC COM
Shares449
Event2026-03-31
Filed2026-04-14
LINDE PLC SHS
0.00%LINDE PLC SHS
Shares65
Event2026-03-31
Filed2026-04-14
PSX
0.00%PHILLIPS 66 COM
Shares171
Event2026-03-31
Filed2026-04-14
CRDO
NewCREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES
Shares330
Event2026-03-31
Filed2026-04-14
CB
9.20%CHUBB LTD SWITZ COM
Shares95
Event2026-03-31
Filed2026-04-14
COF
-14.21%CAPITAL ONE FINL CORP COM
Shares169
Event2026-03-31
Filed2026-04-14
EOG
0.00%EOG RES INC COM
Shares210
Event2026-03-31
Filed2026-04-14
ARM
0.00%ARM HOLDINGS PLC SPONSORED ADS
Shares200
Event2026-03-31
Filed2026-04-14
PG
23.08%PROCTER & GAMBLE CO COM
Shares208
Event2026-03-31
Filed2026-04-14
QDPL
0.00%PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF
Shares735
Event2026-03-31
Filed2026-04-14
VRT
101.72%VERTIV HOLDINGS CO COM CL A
Shares117
Event2026-03-31
Filed2026-04-14
GEV
0.00%GE VERNOVA INC COM
Shares33
Event2026-03-31
Filed2026-04-14
UAMY
8.26%UNITED STATES ANTIMONY CORP COM
Shares3.3K
Event2026-03-31
Filed2026-04-14
KLAC
35.71%KLA CORP COM NEW
Shares19
Event2026-03-31
Filed2026-04-14
GSBD
0.00%GOLDMAN SACHS BDC INC SHS
Shares3.1K
Event2026-03-31
Filed2026-04-14
BLACKROCK INC COM
-3.33%BLACKROCK INC COM
Shares29
Event2026-03-31
Filed2026-04-14
NKE
135.43%NIKE INC CL B
Shares525
Event2026-03-31
Filed2026-04-14
BRSP
0.00%BRIGHTSPIRE CAPITAL INC COM CL A
Shares4.8K
Event2026-03-31
Filed2026-04-14
VEA
0.00%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares420
Event2026-03-31
Filed2026-04-14
INVESCO S&P 500 EQUAL WEIGHT ETF
0.00%INVESCO S&P 500 EQUAL WEIGHT ETF
Shares140
Event2026-03-31
Filed2026-04-14
PTNQ
-80.87%PACER TRENDPILOT 100 ETF
Shares362
Event2026-03-31
Filed2026-04-14
ABRDN GLOBAL PREMIER PPTYS FD COM SH BEN INT
NewABRDN GLOBAL PREMIER PPTYS FD COM SH BEN INT
Shares2.4K
Event2026-03-31
Filed2026-04-14
SPTM
0.00%STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
Shares327
Event2026-03-31
Filed2026-04-14
ACCENTURE PLC IRELAND SHS CLASS A
37.63%ACCENTURE PLC IRELAND SHS CLASS A
Shares128
Event2026-03-31
Filed2026-04-14
AFL
0.00%AFLAC INC COM
Shares231
Event2026-03-31
Filed2026-04-14
AMGN
4.35%AMGEN INC COM
Shares72
Event2026-03-31
Filed2026-04-14
MAGA
0.00%POINT BRIDGE AMERICA FIRST ETF
Shares468
Event2026-03-31
Filed2026-04-14
FI
267.21%FISERV INC COM
Shares448
Event2026-03-31
Filed2026-04-14
VFMV
NewVANGUARD U.S. MINIMUM VOLATILITY ETF
Shares185
Event2026-03-31
Filed2026-04-14
SPXE
0.00%PROSHARES S&P 500 EX-ENERGY ETF
Shares350
Event2026-03-31
Filed2026-04-14
LHX
-7.89%L3HARRIS TECHNOLOGIES INC COM
Shares70
Event2026-03-31
Filed2026-04-14
KCE
-34.94%STATE STREET SPDR S&P CAPITAL MARKETS ETF
Shares175
Event2026-03-31
Filed2026-04-14
ONEY
0.00%STATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETF
Shares200
Event2026-03-31
Filed2026-04-14
ABT
-11.20%ABBOTT LABORATORIES COM
Shares230
Event2026-03-31
Filed2026-04-14
MGC
0.00%VANGUARD MEGA CAP ETF
Shares100
Event2026-03-31
Filed2026-04-14
TRFK
-70.03%PACER DATA AND DIGITAL REVOLUTION ETF
Shares371
Event2026-03-31
Filed2026-04-14
IEF
NewISHARES 7-10 YEAR TREASURY BOND ETF
Shares241
Event2026-03-31
Filed2026-04-14
GENERAL DYNAMICS CORP COM
-6.94%GENERAL DYNAMICS CORP COM
Shares67
Event2026-03-31
Filed2026-04-14
GWW
0.00%WW GRAINGER INC COM
Shares21
Event2026-03-31
Filed2026-04-14
USMV
NewISHARES MSCI USA MIN VOL FACTOR ETF
Shares245
Event2026-03-31
Filed2026-04-14
MARVELL TECHNOLOGY INC COM
-50.33%MARVELL TECHNOLOGY INC COM
Shares229
Event2026-03-31
Filed2026-04-14
IWL
0.00%ISHARES RUSSELL TOP 200 ETF
Shares140
Event2026-03-31
Filed2026-04-14
EMB
NewISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
Shares236
Event2026-03-31
Filed2026-04-14
KNGZ
0.83%FIRST TRUST S&P 500 DIVERSIFIED DIVIDEND ARISTOCRATS ETF
Shares611
Event2026-03-31
Filed2026-04-14
SOLV
0.00%SOLVENTUM CORP COM SHS
Shares335
Event2026-03-31
Filed2026-04-14
MS
594.74%MORGAN STANLEY COM NEW
Shares132
Event2026-03-31
Filed2026-04-14
EMR
23.31%EMERSON ELEC CO COM
Shares164
Event2026-03-31
Filed2026-04-14
LAM RESEARCH CORP COM NEW
0.00%LAM RESEARCH CORP COM NEW
Shares100
Event2026-03-31
Filed2026-04-14
XMVM
0.00%INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF
Shares306
Event2026-03-31
Filed2026-04-14
ITW
-16.49%ILLINOIS TOOL WKS INC COM
Shares81
Event2026-03-31
Filed2026-04-14
SR
NewSPIRE INC COM
Shares232
Event2026-03-31
Filed2026-04-14
BAC
-19.09%BANK AMERICA CORP COM
Shares428
Event2026-03-31
Filed2026-04-14
VONG
-2.58%VANGUARD RUSSELL 1000 GROWTH ETF
Shares189
Event2026-03-31
Filed2026-04-14
WH
NewWYNDHAM HOTELS & RESORTS INC COM
Shares252
Event2026-03-31
Filed2026-04-14
EFG
NewISHARES MSCI EAFE GROWTH ETF
Shares183
Event2026-03-31
Filed2026-04-14
VDE
265.63%VANGUARD ENERGY ETF
Shares117
Event2026-03-31
Filed2026-04-14
SPGI
-9.80%S&P GLOBAL INC COM
Shares46
Event2026-03-31
Filed2026-04-14
GVI
NewISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF
Shares181
Event2026-03-31
Filed2026-04-14
MCD
-11.43%MCDONALDS CORP COM
Shares62
Event2026-03-31
Filed2026-04-14
BCP INVESTMENT CORPORATION COM NEW
0.00%BCP INVESTMENT CORPORATION COM NEW
Shares2.5K
Event2026-03-31
Filed2026-04-14
NTRS
694.12%NORTHERN TR CORP COM
Shares135
Event2026-03-31
Filed2026-04-14
VRTS
NewVIRTUS INVT PARTNERS INC COM
Shares136
Event2026-03-31
Filed2026-04-14
ADP
-12.75%AUTOMATIC DATA PROCESSING INC COM
Shares89
Event2026-03-31
Filed2026-04-14
VGSH
NewVANGUARD SHORT-TERM TREASURY ETF
Shares305
Event2026-03-31
Filed2026-04-14
FITE
0.00%STATE STREET SPDR S&P KENSHO FUTURE SECURITY ETF
Shares205
Event2026-03-31
Filed2026-04-14
ECL
-13.33%ECOLAB INC COM
Shares65
Event2026-03-31
Filed2026-04-14
STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF
NewSTATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF
Shares180
Event2026-03-31
Filed2026-04-14
WEC ENERGY GROUP INC COM
0.00%WEC ENERGY GROUP INC COM
Shares148
Event2026-03-31
Filed2026-04-14
HWM
0.00%HOWMET AEROSPACE INC COM
Shares74
Event2026-03-31
Filed2026-04-14
EMXC
0.00%ISHARES MSCI EMERGING MARKETS EX CHINA ETF
Shares217
Event2026-03-31
Filed2026-04-14
SBUX
-15.93%STARBUCKS CORP COM
Shares190
Event2026-03-31
Filed2026-04-14
TM
0.00%TOYOTA MOTOR CORP ADS
Shares82
Event2026-03-31
Filed2026-04-14
BK
-46.39%BANK NEW YORK MELLON CORP COM
Shares141
Event2026-03-31
Filed2026-04-14
ILCG
0.00%ISHARES MORNINGSTAR GROWTH ETF
Shares175
Event2026-03-31
Filed2026-04-14
FSK
0.00%FS KKR CAP CORP COM
Shares1.6K
Event2026-03-31
Filed2026-04-14
VCSH
NewVANGUARD SHORT-TERM CORPORATE BOND ETF
Shares207
Event2026-03-31
Filed2026-04-14
EG
0.00%EVEREST GROUP LTD COM
Shares50
Event2026-03-31
Filed2026-04-14
IEO
0.00%ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF
Shares130
Event2026-03-31
Filed2026-04-14
CITIGROUP INC COM NEW
24.35%CITIGROUP INC COM NEW
Shares143
Event2026-03-31
Filed2026-04-14
APOLLO GLOBAL MGMT INC COM
1477.78%APOLLO GLOBAL MGMT INC COM
Shares142
Event2026-03-31
Filed2026-04-14
HRZN
0.00%HORIZON TECHNOLOGY FIN CORP COM
Shares3.7K
Event2026-03-31
Filed2026-04-14
PEP
-16.67%PEPSICO INC COM
Shares100
Event2026-03-31
Filed2026-04-14
PM
78.43%PHILIP MORRIS INTL INC COM
Shares91
Event2026-03-31
Filed2026-04-14
SJM
0.00%SMUCKER J M CO COM NEW
Shares155
Event2026-03-31
Filed2026-04-14
F
0.00%FORD MTR CO COM
Shares1.3K
Event2026-03-31
Filed2026-04-14
VCIT
NewVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
Shares175
Event2026-03-31
Filed2026-04-14
WPC
0.00%WP CAREY INC COM
Shares210
Event2026-03-31
Filed2026-04-14
TMFC
-12.35%MOTLEY FOOL 100 INDEX ETF
Shares213
Event2026-03-31
Filed2026-04-14
PSL
0.00%INVESCO DORSEY WRIGHT CONSUMER STAPLES MOMENTUM ETF
Shares129
Event2026-03-31
Filed2026-04-14
SNPS
-8.11%SYNOPSYS INC COM
Shares34
Event2026-03-31
Filed2026-04-14
PAYX
0.00%PAYCHEX INC COM
Shares146
Event2026-03-31
Filed2026-04-14
PDBC
132.23%INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
Shares771
Event2026-03-31
Filed2026-04-14
ASML
0.00%ASML HLDG NV N Y REGISTRY SHS
Shares10
Event2026-03-31
Filed2026-04-14
BUFD
0.00%FT VEST LADDERED DEEP BUFFER ETF
Shares469
Event2026-03-31
Filed2026-04-14
TGT
0.00%TARGET CORP COM
Shares108
Event2026-03-31
Filed2026-04-14
FAUG
0.00%FT VEST U.S. EQUITY BUFFER ETF - AUGUST
Shares250
Event2026-03-31
Filed2026-04-14
SPOT
-35.00%SPOTIFY TECHNOLOGY S A SHS
Shares26
Event2026-03-31
Filed2026-04-14
LQD
0.00%ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
Shares115
Event2026-03-31
Filed2026-04-14
AGG
NewISHARES CORE U.S. AGGREGATE BOND ETF
Shares126
Event2026-03-31
Filed2026-04-14
BITB
0.00%BITWISE BITCOIN ETF TRUST
Shares332
Event2026-03-31
Filed2026-04-14
MU
0.00%MICRON TECHNOLOGY INC COM
Shares36
Event2026-03-31
Filed2026-04-14
LEU
NewCENTRUS ENERGY CORP CL A
Shares69
Event2026-03-31
Filed2026-04-14
XYZ
0.00%BLOCK INC CL A
Shares196
Event2026-03-31
Filed2026-04-14
CL
0.00%COLGATE PALMOLIVE CO COM
Shares136
Event2026-03-31
Filed2026-04-14
PRU
73.53%PRUDENTIAL FINL INC COM
Shares118
Event2026-03-31
Filed2026-04-14
TJX
9.09%TJX COS INC NEW COM
Shares72
Event2026-03-31
Filed2026-04-14
FPEI
0.00%FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF
Shares600
Event2026-03-31
Filed2026-04-14
TIP
0.00%ISHARES TIPS BOND ETF
Shares103
Event2026-03-31
Filed2026-04-14
GOVT
NewISHARES U.S. TREASURY BOND ETF
Shares478
Event2026-03-31
Filed2026-04-14
CPRT
-21.24%COPART INC COM
Shares330
Event2026-03-31
Filed2026-04-14
CCL
0.00%CARNIVAL CORP COMMON STOCK
Shares422
Event2026-03-31
Filed2026-04-14
MERCK & CO INC COM
63.64%MERCK & CO INC COM
Shares90
Event2026-03-31
Filed2026-04-14
NOBL
0.00%PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
Shares100
Event2026-03-31
Filed2026-04-14
ZTS
0.00%ZOETIS INC CL A
Shares88
Event2026-03-31
Filed2026-04-14
MBB
167.50%ISHARES MBS ETF
Shares107
Event2026-03-31
Filed2026-04-14
RTH
0.00%VANECK RETAIL ETF
Shares40
Event2026-03-31
Filed2026-04-14
KMI
-40.49%KINDER MORGAN INC DEL COM
Shares294
Event2026-03-31
Filed2026-04-14
ORLY
0.00%OREILLY AUTOMOTIVE INC COM
Shares107
Event2026-03-31
Filed2026-04-14
MAR
-23.08%MARRIOTT INTL INC NEW CL A
Shares30
Event2026-03-31
Filed2026-04-14
EATON CORP PLC SHS
17.39%EATON CORP PLC SHS
Shares27
Event2026-03-31
Filed2026-04-14
XLC
NewSTATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
Shares87
Event2026-03-31
Filed2026-04-14
VXUS
NewVANGUARD TOTAL INTERNATIONAL STOCK ETF
Shares125
Event2026-03-31
Filed2026-04-14
NMZ
0.00%NUVEEN MUN HIGH INCOME OPPORTU COM
Shares925
Event2026-03-31
Filed2026-04-14
KO
-36.68%COCA COLA CO COM
Shares126
Event2026-03-31
Filed2026-04-14
AMT
-21.43%AMERICAN TOWER CORP COM
Shares55
Event2026-03-31
Filed2026-04-14
MDY
NewSTATE STREET SPDR S&P MIDCAP 400 ETF TRUST
Shares15
Event2026-03-31
Filed2026-04-14
TXN
0.00%TEXAS INSTRS INC COM
Shares47
Event2026-03-31
Filed2026-04-14
DVY
0.00%ISHARES SELECT DIVIDEND ETF
Shares60
Event2026-03-31
Filed2026-04-14
LRGF
0.00%ISHARES U.S. EQUITY FACTOR ETF
Shares135
Event2026-03-31
Filed2026-04-14
SPBO
NewSTATE STREET SPDR PORTFOLIO CORPORATE BOND ETF
Shares294
Event2026-03-31
Filed2026-04-14
XLV
-83.89%STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
Shares58
Event2026-03-31
Filed2026-04-14
BUFT
-55.51%FT VEST BUFFERED ALLOCATION DEFENSIVE ETF
Shares339
Event2026-03-31
Filed2026-04-14
AVUV
0.00%AVANTIS U.S. SMALL CAP VALUE ETF
Shares75
Event2026-03-31
Filed2026-04-14
WBD
64.48%WARNER BROS DISCOVERY INC COM SER A
Shares301
Event2026-03-31
Filed2026-04-14
HLT
-22.86%HILTON WORLDWIDE HLDGS INC COM
Shares27
Event2026-03-31
Filed2026-04-14
HYG
NewISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
Shares103
Event2026-03-31
Filed2026-04-14
MET
0.00%METLIFE INC COM
Shares114
Event2026-03-31
Filed2026-04-14
XLY
NewSTATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
Shares74
Event2026-03-31
Filed2026-04-14
SUPER MICRO COMPUTER INC COM NEW
NewSUPER MICRO COMPUTER INC COM NEW
Shares353
Event2026-03-31
Filed2026-04-14
FLQM
0.00%FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF
Shares145
Event2026-03-31
Filed2026-04-14
VAW
0.00%VANGUARD MATERIALS ETF
Shares35
Event2026-03-31
Filed2026-04-14
SPHQ
0.00%INVESCO S&P 500 QUALITY ETF
Shares101
Event2026-03-31
Filed2026-04-14
GRAYSCALE BITCOIN MINI TRUST ETF
0.00%GRAYSCALE BITCOIN MINI TRUST ETF
Shares250
Event2026-03-31
Filed2026-04-14
THE CIGNA GROUP COM
-34.88%THE CIGNA GROUP COM
Shares28
Event2026-03-31
Filed2026-04-14
ABBV
-46.88%ABBVIE INC COM
Shares34
Event2026-03-31
Filed2026-04-14
SHEL
-15.79%SHELL PLC SPON ADS
Shares80
Event2026-03-31
Filed2026-04-14
ROST
0.00%ROSS STORES INC COM
Shares34
Event2026-03-31
Filed2026-04-14
USB
-29.80%US BANCORP COM NEW
Shares139
Event2026-03-31
Filed2026-04-14
SCHW
-70.20%SCHWAB CHARLES CORP COM
Shares76
Event2026-03-31
Filed2026-04-14
GILD
-31.51%GILEAD SCIENCES INC COM
Shares50
Event2026-03-31
Filed2026-04-14
BCI
NewABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF
Shares283
Event2026-03-31
Filed2026-04-14
ICE
-21.82%INTERCONTINENTAL EXCHANGE INC COM
Shares43
Event2026-03-31
Filed2026-04-14
VHT
0.00%VANGUARD HEALTH CARE ETF
Shares25
Event2026-03-31
Filed2026-04-14
FBTC
0.00%FIDELITY WISE ORIGIN BITCOIN FUND
Shares115
Event2026-03-31
Filed2026-04-14
APLD
NewAPPLIED DIGITAL CORP COM NEW
Shares285
Event2026-03-31
Filed2026-04-14
IBB
0.00%ISHARES BIOTECHNOLOGY ETF
Shares40
Event2026-03-31
Filed2026-04-14
CTAS
0.00%CINTAS CORP COM
Shares40
Event2026-03-31
Filed2026-04-14
SO
-9.33%SOUTHERN CO COM
Shares68
Event2026-03-31
Filed2026-04-14
ALAB
NewASTERA LABS INC COM
Shares59
Event2026-03-31
Filed2026-04-14
MPLX
0.00%MPLX LP COM UNIT REP LTD
Shares113
Event2026-03-31
Filed2026-04-14
DE
-26.67%DEERE & CO COM
Shares11
Event2026-03-31
Filed2026-04-14
VRTX
0.00%VERTEX PHARMACEUTICALS INC COM
Shares14
Event2026-03-31
Filed2026-04-14
ISRG
0.00%INTUITIVE SURGICAL INC COM NEW
Shares13
Event2026-03-31
Filed2026-04-14
IYH
0.00%ISHARES U.S. HEALTHCARE ETF
Shares100
Event2026-03-31
Filed2026-04-14
VMBS
NewVANGUARD MORTGAGE-BACKED SECURITIES ETF
Shares131
Event2026-03-31
Filed2026-04-14
WTW
0.00%WILLIS TOWERS WATSON PLC LTD SHS
Shares21
Event2026-03-31
Filed2026-04-14
PPG
0.00%PPG INDS INC COM
Shares57
Event2026-03-31
Filed2026-04-14
CDNS
-18.52%CADENCE DESIGN SYSTEM INC COM
Shares22
Event2026-03-31
Filed2026-04-14
VIG
-17.65%VANGUARD DIVIDEND APPRECIATION ETF
Shares28
Event2026-03-31
Filed2026-04-14
GS
16.67%GOLDMAN SACHS GROUP INC COM
Shares7
Event2026-03-31
Filed2026-04-14
SPTB
NewSTATE STREET SPDR PORTFOLIO TREASURY ETF
Shares192
Event2026-03-31
Filed2026-04-14
NVS
375.00%NOVARTIS AG SPONSORED ADR
Shares38
Event2026-03-31
Filed2026-04-14
SPG
0.00%SIMON PPTY GROUP INC NEW COM
Shares31
Event2026-03-31
Filed2026-04-14
AMAT
-54.05%APPLIED MATLS INC COM
Shares17
Event2026-03-31
Filed2026-04-14
AZO
0.00%AUTOZONE INC COM
Shares2
Event2026-03-31
Filed2026-04-14
CSL
0.00%CARLISLE COS INC COM
Shares17
Event2026-03-31
Filed2026-04-14
ANNALY CAPITAL MANAGEMENT INC COM NEW
0.00%ANNALY CAPITAL MANAGEMENT INC COM NEW
Shares259
Event2026-03-31
Filed2026-04-14
FDL
0.00%FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
Shares107
Event2026-03-31
Filed2026-04-14
FXD
0.00%FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND
Shares85
Event2026-03-31
Filed2026-04-14
COIN
-11.76%COINBASE GLOBAL INC COM CL A
Shares30
Event2026-03-31
Filed2026-04-14
MCO
0.00%MOODYS CORP COM
Shares12
Event2026-03-31
Filed2026-04-14
BSV
NewVANGUARD SHORT-TERM BOND ETF
Shares66
Event2026-03-31
Filed2026-04-14
MCK
0.00%MCKESSON CORP COM
Shares6
Event2026-03-31
Filed2026-04-14
IONQ
0.00%IONQ INC COM
Shares175
Event2026-03-31
Filed2026-04-14
GSK PLC SPONSORED ADR
0.00%GSK PLC SPONSORED ADR
Shares90
Event2026-03-31
Filed2026-04-14
WELL
0.00%WELLTOWER INC COM
Shares25
Event2026-03-31
Filed2026-04-14
NEM
-24.14%NEWMONT CORP COM
Shares44
Event2026-03-31
Filed2026-04-14
BSX
-27.62%BOSTON SCIENTIFIC CORP COM
Shares76
Event2026-03-31
Filed2026-04-14
PWB
0.00%INVESCO LARGE CAP GROWTH ETF
Shares38
Event2026-03-31
Filed2026-04-14
SPEM
NewSTATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
Shares98
Event2026-03-31
Filed2026-04-14
KRE
NewSTATE STREET SPDR S&P REGIONAL BANKING ETF
Shares70
Event2026-03-31
Filed2026-04-14
QTEC
-54.35%FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND
Shares21
Event2026-03-31
Filed2026-04-14
BKR
0.00%BAKER HUGHES COMPANY CL A
Shares72
Event2026-03-31
Filed2026-04-14
PB
NewPROSPERITY BANCSHARES INC COM
Shares65
Event2026-03-31
Filed2026-04-14
JPUS
0.00%JPMORGAN DIVERSIFIED RETURN USE EQUITY
Shares33
Event2026-03-31
Filed2026-04-14
JOBY
24.10%JOBY AVIATION INC COMMON STOCK
Shares515
Event2026-03-31
Filed2026-04-14
TLT
0.00%ISHARES 20 YEAR TREASURY BOND ETF
Shares49
Event2026-03-31
Filed2026-04-14
MLM
-30.00%MARTIN MARIETTA MATLS INC COM
Shares7
Event2026-03-31
Filed2026-04-14
RY
NewROYAL BK CDA COM
Shares25
Event2026-03-31
Filed2026-04-14
CAH
0.00%CARDINAL HEALTH INC COM
Shares19
Event2026-03-31
Filed2026-04-14
OSK
0.00%OSHKOSH CORP COM
Shares27
Event2026-03-31
Filed2026-04-14
KKR & CO INC COM
-24.56%KKR & CO INC COM
Shares43
Event2026-03-31
Filed2026-04-14
EWU
NewISHARES MSCI UNITED KINGDOM ETF
Shares87
Event2026-03-31
Filed2026-04-14
DRLL
0.00%STRIVE U.S. ENERGY ETF
Shares100
Event2026-03-31
Filed2026-04-14
SAP
0.00%SAP SE SPON ADR
Shares23
Event2026-03-31
Filed2026-04-14
SHW
0.00%SHERWIN WILLIAMS CO COM
Shares12
Event2026-03-31
Filed2026-04-14
HEI.A
0.00%HEICO CORP NEW CL A
Shares18
Event2026-03-31
Filed2026-04-14
CHE
-41.18%CHEMED CORP NEW COM
Shares10
Event2026-03-31
Filed2026-04-14
BP
0.00%BP PLC SPONSORED ADR
Shares80
Event2026-03-31
Filed2026-04-14
EEMV
0.00%ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF
Shares58
Event2026-03-31
Filed2026-04-14
IBM
-51.61%INTERNATIONAL BUSINESS MACHS COM
Shares15
Event2026-03-31
Filed2026-04-14
SPSM
NewSTATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
Shares75
Event2026-03-31
Filed2026-04-14
AMG
0.00%AFFILIATED MANAGERS GROUP COM
Shares13
Event2026-03-31
Filed2026-04-14
FENY
NewFIDELITY MSCI ENERGY INDEX ETF
Shares105
Event2026-03-31
Filed2026-04-14
AXP
-45.45%AMERICAN EXPRESS CO COM
Shares12
Event2026-03-31
Filed2026-04-14
AJG
0.00%GALLAGHER ARTHUR J & CO COM
Shares16
Event2026-03-31
Filed2026-04-14
AIQ
0.00%GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
Shares74
Event2026-03-31
Filed2026-04-14
DG
NewDOLLAR GEN CORP COM
Shares29
Event2026-03-31
Filed2026-04-14
AMTM
NewAMENTUM HOLDINGS INC COM
Shares130
Event2026-03-31
Filed2026-04-14
UUUU
0.00%ENERGY FUELS INC COM NEW
Shares185
Event2026-03-31
Filed2026-04-14
LUV
NewSOUTHWEST AIRLS CO COM
Shares89
Event2026-03-31
Filed2026-04-14
SLB
62.50%SLB LIMITED COM STK
Shares65
Event2026-03-31
Filed2026-04-14
XLB
NewSTATE STREET MATERIALS SELECT SECTOR SPDR ETF
Shares66
Event2026-03-31
Filed2026-04-14
ETH
0.00%GRAYSCALE ETHEREUM STAKING MINI ETF
Shares165
Event2026-03-31
Filed2026-04-14
CAVA
0.00%CAVA GROUP INC COM
Shares40
Event2026-03-31
Filed2026-04-14
DEED
0.00%FIRST TRUST SECURITIZED PLUS ETF
Shares150
Event2026-03-31
Filed2026-04-14
IVE
0.00%ISHARES S&P 500 VALUE ETF
Shares15
Event2026-03-31
Filed2026-04-14
TDG
0.00%TRANSDIGM GROUP INC COM
Shares3
Event2026-03-31
Filed2026-04-14
EES
0.00%WISDOMTREE U.S. SMALLCAP FUND
Shares53
Event2026-03-31
Filed2026-04-14
JAAA
NewJANUS HENDERSON AAA CLO ETF
Shares58
Event2026-03-31
Filed2026-04-14
PLD
-26.67%PROLOGIS INC. COM
Shares22
Event2026-03-31
Filed2026-04-14
EVV
0.00%EATON VANCE LIMITED DURATION I COM
Shares304
Event2026-03-31
Filed2026-04-14
FHI
NewFEDERATED HERMES INC CL B
Shares50
Event2026-03-31
Filed2026-04-14
CIBR
-76.92%FIRST TRUST NASDAQ CYBERSECURITY ETF
Shares45
Event2026-03-31
Filed2026-04-14
BITO
NewPROSHARES BITCOIN ETF
Shares300
Event2026-03-31
Filed2026-04-14
FE
-17.91%FIRSTENERGY CORP COM
Shares55
Event2026-03-31
Filed2026-04-14
HUM
NewHUMANA INC COM
Shares16
Event2026-03-31
Filed2026-04-14
PRGS
0.00%PROGRESS SOFTWARE CORP COM
Shares100
Event2026-03-31
Filed2026-04-14
XLRE
NewSTATE STREET REAL ESTATE SELECT SECTOR SPDR ETF
Shares61
Event2026-03-31
Filed2026-04-14
CHWY
NewCHEWY INC CL A
Shares92
Event2026-03-31
Filed2026-04-14
HYLS
0.00%FIRST TRUST TACTICAL HIGH YIELD ETF
Shares60
Event2026-03-31
Filed2026-04-14
SPIB
NewSTATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
Shares72
Event2026-03-31
Filed2026-04-14
QLV
0.00%FLEXSHARES US QUALITY LOW VOLATILITY INDEX FUND
Shares31
Event2026-03-31
Filed2026-04-14
ROK
0.00%ROCKWELL AUTOMATION INC COM
Shares6
Event2026-03-31
Filed2026-04-14
ELAN
NewELANCO ANIMAL HEALTH INC COM
Shares90
Event2026-03-31
Filed2026-04-14
CMI
33.33%CUMMINS INC COM
Shares4
Event2026-03-31
Filed2026-04-14
SPTS
NewSTATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF
Shares73
Event2026-03-31
Filed2026-04-14
FHLC
-68.75%FIDELITY MSCI HEALTH CARE INDEX ETF
Shares30
Event2026-03-31
Filed2026-04-14
O
-42.37%REALTY INCOME CORP COM
Shares34
Event2026-03-31
Filed2026-04-14
RFV
0.00%INVESCO S&P MIDCAP 400 PURE VALUE ETF
Shares16
Event2026-03-31
Filed2026-04-14
PGX
NewINVESCO PREFERRED ETF
Shares191
Event2026-03-31
Filed2026-04-14
WMB
0.00%WILLIAMS COS INC COM
Shares28
Event2026-03-31
Filed2026-04-14
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available