Sponsored

The Analysis of Nvest Wealth Strategies, Inc.'s Holdings & P&L

Currently, Nvest Wealth Strategies, Inc. holds 393 types of securities in its portfolio with a total value $142.0M. In the most recent quarter, they have increased their positions in AVDS (+56.1K shares, valued at $4.0M), BINV (+49.7K shares, valued at $2.0M), DXJ (+5.0K shares, valued at $799.3K); decreased their positions in IHDG (-33.2K shares, valued at $1.6M), JHMM (-15.0K shares, valued at $1.0M), SLYG (-8.5K shares, valued at $824.6K); initiated new positions in AVDS (+56.1K shares, valued at $4.0M), TDVG (+11.8K shares, valued at $526.7K), AGG (+226 shares, valued at $22.4K).

1M P&L

+4.3M+3.01%

3M P&L

+8.7M+6.31%

HY P&L

+13.0M+9.66%

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/A125.1M

93.6%

2Railroads2.8M

2.1%

3Semiconductors1.3M

1.0%

Top Industries by Stock Count

1N/A52 stocks

14.9%

2Utilities - Regulated Electric17 stocks

4.9%

3Banks - Diversified12 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JHMM JOHN HANCOCK EXCHANGE TRADED416.6K shares-3.48%2026-03-312026-04-13

SCHG SCHWAB STRATEGIC TR609.1K shares3.66%2026-03-312026-04-13

BINV 2023 ETF SERIES TRUST313.3K shares18.84%2026-03-312026-04-13

AVUV AMERICAN CENTY ETF TR98.3K shares-3.11%2026-03-312026-04-13

EMLP FIRST TR EXCHANGE-TRADED FD204.6K shares-6.39%2026-03-312026-04-13

DGRW WISDOMTREE TR89.8K shares0.32%2026-03-312026-04-13

SLYG SPDR SERIES TRUST70.2K shares-10.85%2026-03-312026-04-13

HGER HARBOR ETF TRUST198.0K shares-0.10%2026-03-312026-04-13

Sponsored

DXJ WISDOMTREE TR37.6K shares15.50%2026-03-312026-04-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T27.5K shares15.02%2026-03-312026-04-13

SLYV SPDR SERIES TRUST50.2K shares-1.37%2026-03-312026-04-13

AVDS AMERICAN CENTY ETF TR56.1K sharesnew addition2026-03-312026-04-13

IHDG WISDOMTREE TR78.3K shares-29.77%2026-03-312026-04-13

UNP UNION PAC CORP11.5K shares-14.08%2026-03-312026-04-13

EA SERIES TRUST EA SERIES TRUST49.7K shares-2.74%2026-03-312026-04-13

FNDF SCHWAB STRATEGIC TR47.6K shares3.03%2026-03-312026-04-13

Sponsored

NVDA NVIDIA CORPORATION6.9K shares-0.07%2026-03-312026-04-13

AVMV AMERICAN CENTY ETF TR14.9K shares2.07%2026-03-312026-04-13

AVDV AMERICAN CENTY ETF TR10.6K shares26.67%2026-03-312026-04-13

VBK VANGUARD INDEX FDS2.3K shares-5.25%2026-03-312026-04-13

PPG PPG INDS INC4.9K shares0.08%2026-03-312026-04-13

TDVG T ROWE PRICE ETF INC11.8K sharesnew addition2026-03-312026-04-13

AAPL APPLE INC2.0K shares-3.42%2026-03-312026-04-13

GEW EA SERIES TRUST8.4K shares0.00%2026-03-312026-04-13

Sponsored

AMZN AMAZON COM INC1.3K shares11.50%2026-03-312026-04-13

TCHP T ROWE PRICE ETF INC5.7K shares6.90%2026-03-312026-04-13

VIGI VANGUARD WHITEHALL FDS2.8K shares-11.37%2026-03-312026-04-13

JBHT HUNT J B TRANS SVCS INC1.1K shares0.00%2026-03-312026-04-13

INVESCO QQQ TR INVESCO QQQ TR415 shares-22.72%2026-03-312026-04-13

BP BP PLC3.9K shares0.18%2026-03-312026-04-13

AEP AMERICAN ELEC PWR CO INC1.3K shares0.15%2026-03-312026-04-13

PLTR PALANTIR TECHNOLOGIES INC1.1K shares14.02%2026-03-312026-04-13

Sponsored

USFR WISDOMTREE TR2.9K shares-2.58%2026-03-312026-04-13

CAT CATERPILLAR INC193 shares0.52%2026-03-312026-04-13

PG PROCTER & GAMBLE CO924 shares0.00%2026-03-312026-04-13

SHOP SHOPIFY INC1.0K shares0.30%2026-03-312026-04-13

TSLA TESLA INC302 shares0.00%2026-03-312026-04-13

MSFT MICROSOFT CORP259 shares1.17%2026-03-312026-04-13

QGRO AMERICAN CENTY ETF TR853 shares-21.38%2026-03-312026-04-13

FENY FIDELITY COVINGTON TRUST2.5K shares0.00%2026-03-312026-04-13

Sponsored

COM DIREXION SHARES ETF TRUST2.5K shares-77.79%2026-03-312026-04-13

MCD MCDONALDS CORP257 shares-0.39%2026-03-312026-04-13

VRSN VERISIGN INC290 shares-9.38%2026-03-312026-04-13

MS MORGAN STANLEY418 shares140.23%2026-03-312026-04-13

JNJ JOHNSON & JOHNSON274 shares0.37%2026-03-312026-04-13

GLD SPDR GOLD TR155 shares14.81%2026-03-312026-04-13

ALPHABET INC ALPHABET INC223 shares0.90%2026-03-312026-04-13

GE AEROSPACE GE AEROSPACE224 shares19.15%2026-03-312026-04-13

Sponsored

GS GOLDMAN SACHS GROUP INC73 shares-32.41%2026-03-312026-04-13

STERIS PLC STERIS PLC277 shares0.00%2026-03-312026-04-13

JPM JPMORGAN CHASE & CO196 shares1.55%2026-03-312026-04-13

ETFS GOLD TR ETFS GOLD TR1.3K shares0.00%2026-03-312026-04-13

TMO THERMO FISHER SCIENTIFIC INC110 shares-19.12%2026-03-312026-04-13

LLY ELI LILLY & CO56 shares0.00%2026-03-312026-04-13

ABBV ABBVIE INC220 shares-16.35%2026-03-312026-04-13

STLD STEEL DYNAMICS INC250 shares0.00%2026-03-312026-04-13

Sponsored

XOM EXXON MOBIL CORP265 shares0.38%2026-03-312026-04-13

FTNT FORTINET INC520 shares0.00%2026-03-312026-04-13

LUV SOUTHWEST AIRLS CO1.1K shares0.00%2026-03-312026-04-13

SPGI S&P GLOBAL INC98 shares4.26%2026-03-312026-04-13

GEV GE VERNOVA INC47 shares-7.84%2026-03-312026-04-13

HAL HALLIBURTON CO908 shares0.89%2026-03-312026-04-13

ALPHABET INC ALPHABET INC123 shares1.65%2026-03-312026-04-13

HD HOME DEPOT INC105 shares0.00%2026-03-312026-04-13

Sponsored

QTUM ETF SER SOLUTIONS309 shares0.00%2026-03-312026-04-13

BROADCOM INC BROADCOM INC95 shares0.00%2026-03-312026-04-13

RUSHB RUSH ENTERPRISES INC450 shares0.00%2026-03-312026-04-13

LYV LIVE NATION ENTERTAINMENT IN188 shares1.62%2026-03-312026-04-13

QCOM QUALCOMM INC214 shares1.90%2026-03-312026-04-13

HBAN HUNTINGTON BANCSHARES INC1.7K shares79.71%2026-03-312026-04-13

TSM TAIWAN SEMICONDUCTOR MANUFAC80 shares17.65%2026-03-312026-04-13

CGMU CAPITAL GRP FIXED INCM ETF T979 shares13.31%2026-03-312026-04-13

Sponsored

ASML ASML HLDG NV20 shares5.26%2026-03-312026-04-13

OXY OCCIDENTAL PETE CORP400 shares0.00%2026-03-312026-04-13

TFI SPDR SERIES TRUST554 shares0.00%2026-03-312026-04-13

VANGUARD INDEX FDS VANGUARD INDEX FDS41 shares0.00%2026-03-312026-04-13

KGC KINROSS GOLD CORP800 shares0.00%2026-03-312026-04-13

OVV OVINTIV INC400 shares0.00%2026-03-312026-04-13

FCX FREEPORT MCMORAN INC402 shares3.08%2026-03-312026-04-13

ORLA ORLA MNG LTD NEW1.4K shares0.00%2026-03-312026-04-13

Sponsored

WM WASTE MGMT INC DEL100 shares0.00%2026-03-312026-04-13

AGG ISHARES TR226 sharesnew addition2026-03-312026-04-13

META META PLATFORMS INC36 shares0.00%2026-03-312026-04-13

RTX RTX CORPORATION106 shares0.00%2026-03-312026-04-13

EMR EMERSON ELEC CO156 shares4.00%2026-03-312026-04-13

TXN TEXAS INSTRS INC102 shares-46.60%2026-03-312026-04-13

ABT ABBOTT LABORATORIES180 shares7.14%2026-03-312026-04-13

SHY ISHARES TR223 sharesnew addition2026-03-312026-04-13

Sponsored

WBD WARNER BROS DISCOVERY INC660 shares1.54%2026-03-312026-04-13

ASGN ASGN INC466 shares0.00%2026-03-312026-04-13

DE DEERE & CO32 shares0.00%2026-03-312026-04-13

WOR WORTHINGTON ENTERPRISES INC334 shares0.00%2026-03-312026-04-13

ET ENERGY TRANSFER L P900 shares0.00%2026-03-312026-04-13

IVW ISHARES TR151 shares0.00%2026-03-312026-04-13

NFLX NETFLIX INC.171 shares3.01%2026-03-312026-04-13

GATX GATX CORP95 shares0.00%2026-03-312026-04-13

Sponsored

IEI ISHARES TR127 sharesnew addition2026-03-312026-04-13

URI UNITED RENTALS INC20 shares0.00%2026-03-312026-04-13

ROKU ROKU INC150 shares0.00%2026-03-312026-04-13

XLE SELECT SECTOR SPDR TR230 shares-5.74%2026-03-312026-04-13

IGSB ISHARES TR255 sharesnew addition2026-03-312026-04-13

COF CAPITAL ONE FINL CORP71 shares0.00%2026-03-312026-04-13

SLV ISHARES SILVER TR180 shares2150.00%2026-03-312026-04-13

MPC MARATHON PETE CORP50 shares0.00%2026-03-312026-04-13

Sponsored

IBM INTERNATIONAL BUSINESS MACHS50 shares0.00%2026-03-312026-04-13

SMITH & WESSON BRANDS INC SMITH & WESSON BRANDS INC839 shares0.00%2026-03-312026-04-13

SHV ISHARES TR108 sharesnew addition2026-03-312026-04-13

VZ VERIZON COMMUNICATIONS INC232 shares5.94%2026-03-312026-04-13

NEM NEWMONT CORP107 shares7.00%2026-03-312026-04-13

ALL ALLSTATE CORP54 shares8.00%2026-03-312026-04-13

ENPH ENPHASE ENERGY INC282 shares0.00%2026-03-312026-04-13

DOV DOVER CORP50 shares0.00%2026-03-312026-04-13

Sponsored

CVX CHEVRON CORPORATION50 shares11.11%2026-03-312026-04-13

FDX FEDEX CORP29 shares7.41%2026-03-312026-04-13

AON PLC AON PLC32 shares0.00%2026-03-312026-04-13

WS WORTHINGTON STL INC334 shares0.00%2026-03-312026-04-13

FSLR FIRST SOLAR INC50 shares0.00%2026-03-312026-04-13

UPS UNITED PARCEL SVCS INC100 shares0.00%2026-03-312026-04-13

V VISA INC32 shares10.34%2026-03-312026-04-13

PLD PROLOGIS INC.73 sharesnew addition2026-03-312026-04-13

Sponsored

PEP PEPSICO INC60 shares0.00%2026-03-312026-04-13

IVV ISHARES TR14 shares0.00%2026-03-312026-04-13

MO ALTRIA GROUP INC133 shares10.83%2026-03-312026-04-13

WAT WATERS CORP29 shares0.00%2026-03-312026-04-13

DCI DONALDSON INC100 shares0.00%2026-03-312026-04-13

AMD ADVANCED MICRO DEVICES INC40 shares2.56%2026-03-312026-04-13

COP CONOCOPHILLIPS61 shares10.91%2026-03-312026-04-13

MTZ MASTEC INC25 shares0.00%2026-03-312026-04-13

Sponsored

SBAC SBA COMMUNICATIONS CORP45 shares7.14%2026-03-312026-04-13

ITA ISHARES TR35 sharesnew addition2026-03-312026-04-13

PIPER SANDLER COMPANIES PIPER SANDLER COMPANIES100 sharesnew addition2026-03-312026-04-13

IXJ ISHARES TR80 shares-74.19%2026-03-312026-04-13

AMT AMERICAN TOWER CORP43 shares2.38%2026-03-312026-04-13

HLI HOULIHAN LOKEY INC50 shares0.00%2026-03-312026-04-13

PANL PANGAEA LOGISTICS SOLUTION L1.0K shares0.00%2026-03-312026-04-13

HP INC HP INC368 shares5.14%2026-03-312026-04-13

Sponsored

KO COCA COLA CO80 shares0.00%2026-03-312026-04-13

SBLK STAR BULK CARRIERS CORP.262 shares0.00%2026-03-312026-04-13

EME EMCOR GROUP INC8 shares0.00%2026-03-312026-04-13

F FORD MTR CO502 shares6.36%2026-03-312026-04-13

SCHW SCHWAB CHARLES CORP61 shares-40.78%2026-03-312026-04-13

CRWV COREWEAVE INC73 shares0.00%2026-03-312026-04-13

EOG EOG RES INC39 shares11.43%2026-03-312026-04-13

GNK GENCO SHIPPING & TRADING LTD250 shares0.00%2026-03-312026-04-13

Sponsored

SCHB SCHWAB STRATEGIC TR213 sharesnew addition2026-03-312026-04-13

IEF ISHARES TR53 sharesnew addition2026-03-312026-04-13

CVS CVS HEALTH CORP70 shares0.00%2026-03-312026-04-13

CROWN CASTLE INC CROWN CASTLE INC60 shares0.00%2026-03-312026-04-13

CRBU CARIBOU BIOSCIENCES INC2.5K shares0.00%2026-03-312026-04-13

ORCL ORACLE CORP32 shares-25.58%2026-03-312026-04-13

TFC TRUIST FINL CORP100 shares0.00%2026-03-312026-04-13

JCI JOHNSON CONTROLS INTERNATION35 shares0.00%2026-03-312026-04-13

Sponsored

VOOG VANGUARD ADMIRAL FDS INC11 shares0.00%2026-03-312026-04-13

KIM KIMCO REALTY CORP200 shares0.00%2026-03-312026-04-13

J JACOBS SOLUTIONS INC35 shares0.00%2026-03-312026-04-13

GEHC GE HEALTHCARE TECHNOLOGIES I62 shares0.00%2026-03-312026-04-13

ENB ENBRIDGE INC81 shares8.00%2026-03-312026-04-13

MMM 3M CO30 shares0.00%2026-03-312026-04-13

MC MOELIS & CO75 shares0.00%2026-03-312026-04-13

NVTS NAVITAS SEMICONDUCTOR CORP487 shares0.00%2026-03-312026-04-13

Sponsored

CHWY CHEWY INC150 shares-11.76%2026-03-312026-04-13

BIIB BIOGEN INC22 shares15.79%2026-03-312026-04-13

SHM SPDR SERIES TRUST80 shares0.00%2026-03-312026-04-13

CBZ CBIZ INC125 shares0.00%2026-03-312026-04-13

CMG CHIPOTLE MEXICAN GRILL INC100 shares0.00%2026-03-312026-04-13

IJS ISHARES TR26 shares0.00%2026-03-312026-04-13

GSK PLC GSK PLC54 shares12.50%2026-03-312026-04-13

IMCV ISHARES TR35 shares0.00%2026-03-312026-04-13

Sponsored

CTVA CORTEVA INC35 sharesnew addition2026-03-312026-04-13

IWP ISHARES TR22 shares0.00%2026-03-312026-04-13

PL PLANET LABS PBC100 shares0.00%2026-03-312026-04-13

USB US BANCORP53 sharesnew addition2026-03-312026-04-13

IJT ISHARES TR19 shares0.00%2026-03-312026-04-13

LQD ISHARES TR23 sharesnew addition2026-03-312026-04-13

CITIGROUP INC CITIGROUP INC21 sharesnew addition2026-03-312026-04-13

TLT ISHARES TR27 shares0.00%2026-03-312026-04-13

Sponsored

NKE NIKE INC40 shares0.00%2026-03-312026-04-13

FWRD FORWARD AIR CORP120 shares0.00%2026-03-312026-04-13

KR KROGER CO27 shares58.82%2026-03-312026-04-13

WMT WALMART INC15 sharesnew addition2026-03-312026-04-13

HOG HARLEY DAVIDSON INC90 shares0.00%2026-03-312026-04-13

PH PARKER-HANNIFIN CORP2 sharesnew addition2026-03-312026-04-13

TRV TRAVELERS COMPANIES INC6 sharesnew addition2026-03-312026-04-13

LOW LOWES COS INC7 sharesnew addition2026-03-312026-04-13

Sponsored

CMI CUMMINS INC3 sharesnew addition2026-03-312026-04-13

PANW PALO ALTO NETWORKS INC10 shares100.00%2026-03-312026-04-13

ODFL OLD DOMINION FREIGHT LINE IN8 sharesnew addition2026-03-312026-04-13

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC16 sharesnew addition2026-03-312026-04-13

ACHR ARCHER AVIATION INC300 shares0.00%2026-03-312026-04-13

CL COLGATE PALMOLIVE CO18 sharesnew addition2026-03-312026-04-13

RGLD ROYAL GOLD INC6 shares0.00%2026-03-312026-04-13

PM PHILIP MORRIS INTL INC9 sharesnew addition2026-03-312026-04-13

Sponsored

KLAC KLA CORP1 sharesnew addition2026-03-312026-04-13

NDAQ NASDAQ INC17 sharesnew addition2026-03-312026-04-13

SPHD INVESCO EXCH TRADED FD TR II29 sharesnew addition2026-03-312026-04-13

HCA HCA HEALTHCARE INC3 sharesnew addition2026-03-312026-04-13

SHEL SHELL PLC15 sharesnew addition2026-03-312026-04-13

GILD GILEAD SCIENCES INC10 sharesnew addition2026-03-312026-04-13

KMX CARMAX INC33 shares0.00%2026-03-312026-04-13

MCO MOODYS CORP3 sharesnew addition2026-03-312026-04-13

Sponsored

RIO RIO TINTO PLC14 shares-95.97%2026-03-312026-04-13

BR BROADRIDGE FINL SOLUTIONS IN8 sharesnew addition2026-03-312026-04-13

MEDTRONIC PLC MEDTRONIC PLC15 sharesnew addition2026-03-312026-04-13

HIG HARTFORD INSURANCE GROUP INC9 sharesnew addition2026-03-312026-04-13

ADSK AUTODESK INC5 sharesnew addition2026-03-312026-04-13

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL3 sharesnew addition2026-03-312026-04-13

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC5 sharesnew addition2026-03-312026-04-13

EXPE EXPEDIA GROUP INC5 sharesnew addition2026-03-312026-04-13

Sponsored

IDXX IDEXX LABS INC2 sharesnew addition2026-03-312026-04-13

BAC BANK AMERICA CORP23 sharesnew addition2026-03-312026-04-13

DIS DISNEY WALT CO11 shares0.00%2026-03-312026-04-13

MERCK & CO INC MERCK & CO INC9 sharesnew addition2026-03-312026-04-13

WDC WESTERN DIGITAL CORP4 sharesnew addition2026-03-312026-04-13

MSCI MSCI INC2 sharesnew addition2026-03-312026-04-13

ROK ROCKWELL AUTOMATION INC3 sharesnew addition2026-03-312026-04-13

LAM RESEARCH CORP LAM RESEARCH CORP5 sharesnew addition2026-03-312026-04-13

Sponsored

PHM PULTE GROUP INC9 sharesnew addition2026-03-312026-04-13

AMGN AMGEN INC3 sharesnew addition2026-03-312026-04-13

CTSH COGNIZANT TECHNOLOGY SOLUTIO17 sharesnew addition2026-03-312026-04-13

AEM AGNICO EAGLE MINES LTD5 sharesnew addition2026-03-312026-04-13

VRT VERTIV HOLDINGS CO4 sharesnew addition2026-03-312026-04-13

COST COSTCO WHOLESALE CORPORATION1 shares-94.44%2026-03-312026-04-13

AMTM AMENTUM HOLDINGS INC37 shares0.00%2026-03-312026-04-13

ADM ARCHER DANIELS MIDLAND CO13 sharesnew addition2026-03-312026-04-13

Sponsored

VALE VALE S A59 sharesnew addition2026-03-312026-04-13

YUM YUM BRANDS INC6 sharesnew addition2026-03-312026-04-13

SHYG ISHARES TR22 sharesnew addition2026-03-312026-04-13

NEE NEXTERA ENERGY INC10 sharesnew addition2026-03-312026-04-13

RMD RESMED INC4 sharesnew addition2026-03-312026-04-13

BARRICK MNG CORP BARRICK MNG CORP21 sharesnew addition2026-03-312026-04-13

HSBC HSBC HLDGS PLC10 sharesnew addition2026-03-312026-04-13

WDS WOODSIDE ENERGY GROUP LTD34 sharesnew addition2026-03-312026-04-13

Sponsored

D DOMINION ENERGY INC13 sharesnew addition2026-03-312026-04-13

SU SUNCOR ENERGY INC NEW12 sharesnew addition2026-03-312026-04-13

ASTRAZENECA PLC ASTRAZENECA PLC4 sharesnew addition2026-03-312026-04-13

ITW ILLINOIS TOOL WKS INC3 sharesnew addition2026-03-312026-04-13

CIEN CIENA CORP2 sharesnew addition2026-03-312026-04-13

NVS NOVARTIS AG5 sharesnew addition2026-03-312026-04-13

E ENI SPA13 sharesnew addition2026-03-312026-04-13

EXPD EXPEDITORS INTL WASH INC5 sharesnew addition2026-03-312026-04-13

Sponsored

EQR EQUITY RESIDENTIAL12 sharesnew addition2026-03-312026-04-13

ZTS ZOETIS INC6 sharesnew addition2026-03-312026-04-13

TPR TAPESTRY INC5 sharesnew addition2026-03-312026-04-13

LITE LUMENTUM HLDGS INC1 sharesnew addition2026-03-312026-04-13

CSCO CISCO SYS INC9 sharesnew addition2026-03-312026-04-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2 sharesnew addition2026-03-312026-04-13

CNQ CANADIAN NAT RES LTD MED TER14 sharesnew addition2026-03-312026-04-13

CBRE CBRE GROUP INC5 sharesnew addition2026-03-312026-04-13

Sponsored

CTAS CINTAS CORP4 sharesnew addition2026-03-312026-04-13

MU MICRON TECHNOLOGY INC2 sharesnew addition2026-03-312026-04-13

SO SOUTHERN CO7 sharesnew addition2026-03-312026-04-13

RY ROYAL BK CDA4 sharesnew addition2026-03-312026-04-13

UBER UBER TECHNOLOGIES INC9 sharesnew addition2026-03-312026-04-13

EBAY EBAY INC.7 sharesnew addition2026-03-312026-04-13

CRH PLC CRH PLC6 sharesnew addition2026-03-312026-04-13

BABA ALIBABA GROUP HLDG LTD5 shares-66.67%2026-03-312026-04-13

Sponsored

PNC PNC FINL SVCS GROUP INC3 sharesnew addition2026-03-312026-04-13

TM TOYOTA MOTOR CORP3 sharesnew addition2026-03-312026-04-13

AXP AMERICAN EXPRESS CO2 shares-95.24%2026-03-312026-04-13

DVN DEVON ENERGY CORP NEW12 sharesnew addition2026-03-312026-04-13

HLN HALEON PLC60 shares0.00%2026-03-312026-04-13

STZ CONSTELLATION BRANDS INC4 sharesnew addition2026-03-312026-04-13

INVH INVITATION HOMES INC24 sharesnew addition2026-03-312026-04-13

TSCO TRACTOR SUPPLY CO13 sharesnew addition2026-03-312026-04-13

Sponsored

DTE DTE ENERGY CO4 sharesnew addition2026-03-312026-04-13

FFIV F5 INC2 sharesnew addition2026-03-312026-04-13

KEYS KEYSIGHT TECHNOLOGIES INC2 sharesnew addition2026-03-312026-04-13

CEG CONSTELLATION ENERGY CORP2 sharesnew addition2026-03-312026-04-13

ATO ATMOS ENERGY CORP3 sharesnew addition2026-03-312026-04-13

TOTALENERGIES SE TOTALENERGIES SE6 sharesnew addition2026-03-312026-04-13

SYF SYNCHRONY FINANCIAL8 sharesnew addition2026-03-312026-04-13

GLW CORNING INC4 sharesnew addition2026-03-312026-04-13

Sponsored

ECL ECOLAB INC2 sharesnew addition2026-03-312026-04-13

JBL JABIL INC2 sharesnew addition2026-03-312026-04-13

MUFG MITSUBISHI UFJ FINANCIAL GRO31 sharesnew addition2026-03-312026-04-13

EXR EXTRA SPACE STORAGE INC4 sharesnew addition2026-03-312026-04-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4 sharesnew addition2026-03-312026-04-13

IMO IMPERIAL OIL LTD4 sharesnew addition2026-03-312026-04-13

GM GENERAL MTRS CO7 sharesnew addition2026-03-312026-04-13

SAP SAP SE3 sharesnew addition2026-03-312026-04-13

Sponsored

NTAP NETAPP INC5 sharesnew addition2026-03-312026-04-13

BHP BHP BILLITON LIMITED7 sharesnew addition2026-03-312026-04-13

MNST MONSTER BEVERAGE CORP NEW7 sharesnew addition2026-03-312026-04-13

FE FIRSTENERGY CORP10 sharesnew addition2026-03-312026-04-13

MA MASTERCARD INCORPORATED1 shares-94.12%2026-03-312026-04-13

ARISTA NETWORKS INC ARISTA NETWORKS INC4 sharesnew addition2026-03-312026-04-13

HUBBELL INC HUBBELL INC1 sharesnew addition2026-03-312026-04-13

SRE SEMPRA5 sharesnew addition2026-03-312026-04-13

Sponsored

SPOT SPOTIFY TECHNOLOGY S A1 sharesnew addition2026-03-312026-04-13

IT GARTNER INC3 sharesnew addition2026-03-312026-04-13

SAN BANCO SANTANDER SA42 sharesnew addition2026-03-312026-04-13

NVAX NOVAVAX INC58 shares0.00%2026-03-312026-04-13

FOXA FOX CORP8 sharesnew addition2026-03-312026-04-13

TD TORONTO DOMINION BK ONT5 sharesnew addition2026-03-312026-04-13

SOLV SOLVENTUM CORP7 shares0.00%2026-03-312026-04-13

ED CONSOLIDATED EDISON INC4 sharesnew addition2026-03-312026-04-13

Sponsored

VST VISTRA CORP3 sharesnew addition2026-03-312026-04-13

ETR ENTERGY CORP NEW4 sharesnew addition2026-03-312026-04-13

TSN TYSON FOODS INC7 sharesnew addition2026-03-312026-04-13

AMP AMERIPRISE FINL INC1 sharesnew addition2026-03-312026-04-13

EXC EXELON CORP9 sharesnew addition2026-03-312026-04-13

EIX EDISON INTL6 sharesnew addition2026-03-312026-04-13

AFL AFLAC INC4 sharesnew addition2026-03-312026-04-13

DLTR DOLLAR TREE INC4 sharesnew addition2026-03-312026-04-13

Sponsored

INTU INTUIT1 shares-95.83%2026-03-312026-04-13

EL LAUDER ESTEE COS INC6 sharesnew addition2026-03-312026-04-13

NTRS NORTHERN TR CORP3 sharesnew addition2026-03-312026-04-13

TE CONNECTIVITY PLC TE CONNECTIVITY PLC2 sharesnew addition2026-03-312026-04-13

ES EVERSOURCE ENERGY6 sharesnew addition2026-03-312026-04-13

AWK AMERICAN WTR WKS CO INC NEW3 sharesnew addition2026-03-312026-04-13

PEG PUBLIC SVC ENTERPRISE GROUP5 sharesnew addition2026-03-312026-04-13

PEW GRABAGUN DIGITAL HLDGS INC133 shares0.00%2026-03-312026-04-13

Sponsored

DAL DELTA AIR LINES INC6 sharesnew addition2026-03-312026-04-13

APP APPLOVIN CORP1 sharesnew addition2026-03-312026-04-13

CMS CMS ENERGY CORP5 sharesnew addition2026-03-312026-04-13

PCG PG&E CORP22 sharesnew addition2026-03-312026-04-13

EQT CORP EQT CORP6 sharesnew addition2026-03-312026-04-13

APH AMPHENOL CORP3 sharesnew addition2026-03-312026-04-13

ABNB AIRBNB INC3 sharesnew addition2026-03-312026-04-13

T AT&T INC13 sharesnew addition2026-03-312026-04-13

Sponsored

UAL UNITED AIRLS HLDGS INC4 sharesnew addition2026-03-312026-04-13

BKR BAKER HUGHES COMPANY6 sharesnew addition2026-03-312026-04-13

PSX PHILLIPS 662 sharesnew addition2026-03-312026-04-13

TGT TARGET CORP3 sharesnew addition2026-03-312026-04-13

HRL HORMEL FOODS CORP16 sharesnew addition2026-03-312026-04-13

TROW PRICE T ROWE GROUP INC4 sharesnew addition2026-03-312026-04-13

DPZ DOMINOS PIZZA INC1 sharesnew addition2026-03-312026-04-13

MET METLIFE INC5 sharesnew addition2026-03-312026-04-13

Sponsored

SONY SONY GROUP CORP17 sharesnew addition2026-03-312026-04-13

UBS UBS GROUP AG9 sharesnew addition2026-03-312026-04-13

BTI BRITISH AMERN TOB PLC6 sharesnew addition2026-03-312026-04-13

BBVA BANCO BILBAO VIZCAYA ARGENTA16 sharesnew addition2026-03-312026-04-13

PCAR PACCAR INC3 sharesnew addition2026-03-312026-04-13

LHX L3HARRIS TECHNOLOGIES INC1 sharesnew addition2026-03-312026-04-13

AMAT APPLIED MATLS INC1 sharesnew addition2026-03-312026-04-13

UNILEVER PLC UNILEVER PLC6 sharesnew addition2026-03-312026-04-13

Sponsored

RF REGIONS FINANCIAL CORP NEW13 sharesnew addition2026-03-312026-04-13

SMFG SUMITOMO MITSUI FIN GRP INC17 sharesnew addition2026-03-312026-04-13

NVO NOVO-NORDISK A S9 shares0.00%2026-03-312026-04-13

EVRG EVERGY INC4 sharesnew addition2026-03-312026-04-13

CB CHUBB LTD SWITZ1 sharesnew addition2026-03-312026-04-13

LDOS LEIDOS HOLDINGS INC2 sharesnew addition2026-03-312026-04-13

PFE PFIZER INC11 shares-97.80%2026-03-312026-04-13

BMY BRISTOL-MYERS SQUIBB CO5 sharesnew addition2026-03-312026-04-13

Sponsored

KEY KEYCORP15 sharesnew addition2026-03-312026-04-13

CFG CITIZENS FINL GROUP INC5 sharesnew addition2026-03-312026-04-13

PRU PRUDENTIAL FINL INC3 sharesnew addition2026-03-312026-04-13

NRG NRG ENERGY INC2 sharesnew addition2026-03-312026-04-13

SNY SANOFI SA6 sharesnew addition2026-03-312026-04-13

SYY SYSCO CORP4 sharesnew addition2026-03-312026-04-13

CM CANADIAN IMPERIAL BANK OF CO3 sharesnew addition2026-03-312026-04-13

CBOE CBOE GLOBAL MKTS INC1 sharesnew addition2026-03-312026-04-13

Sponsored

FIS FIDELITY NATL INFORMATION SV6 sharesnew addition2026-03-312026-04-13

FAST FASTENAL CO6 sharesnew addition2026-03-312026-04-13

HOOD ROBINHOOD MKTS INC4 sharesnew addition2026-03-312026-04-13

DHI D R HORTON INC2 sharesnew addition2026-03-312026-04-13

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC6 sharesnew addition2026-03-312026-04-13

BMO BANK MONTREAL MEDIUM2 sharesnew addition2026-03-312026-04-13

BE BLOOM ENERGY CORP2 sharesnew addition2026-03-312026-04-13

UNH UNITEDHEALTH GROUP INC1 shares-92.86%2026-03-312026-04-13

Sponsored

LVS LAS VEGAS SANDS CORP5 sharesnew addition2026-03-312026-04-13

PPL PPL CORP7 sharesnew addition2026-03-312026-04-13

WRB BERKLEY W R CORP4 sharesnew addition2026-03-312026-04-13

CPNG COUPANG INC14 sharesnew addition2026-03-312026-04-13

KD KYNDRYL HLDGS INC20 shares0.00%2026-03-312026-04-13

MFG MIZUHO FINANCIAL GROUP INC33 sharesnew addition2026-03-312026-04-13

SLB SLB LIMITED5 sharesnew addition2026-03-312026-04-13

STT STATE STR CORP2 sharesnew addition2026-03-312026-04-13

Sponsored

DXCM DEXCOM INC4 sharesnew addition2026-03-312026-04-13

WAB WABTEC1 shares0.00%2026-03-312026-04-13

HDB HDFC BANK LTD10 sharesnew addition2026-03-312026-04-13

KHC KRAFT HEINZ CO11 sharesnew addition2026-03-312026-04-13

COEUR MNG INC COEUR MNG INC13 sharesnew addition2026-03-312026-04-13

ESS ESSEX PPTY TR INC1 sharesnew addition2026-03-312026-04-13

XEL XCEL ENERGY INC3 sharesnew addition2026-03-312026-04-13

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2 sharesnew addition2026-03-312026-04-13

Sponsored

NTR NUTRIEN LTD3 sharesnew addition2026-03-312026-04-13

ROST ROSS STORES INC1 sharesnew addition2026-03-312026-04-13

VIG VANGUARD SPECIALIZED FUNDS1 sharesnew addition2026-03-312026-04-13

AME AMETEK INC1 sharesnew addition2026-03-312026-04-13

KTOS KRATOS DEFENSE & SEC SOLUTIO3 sharesnew addition2026-03-312026-04-13

HSY HERSHEY CO1 sharesnew addition2026-03-312026-04-13

EA ELECTRONIC ARTS INC1 sharesnew addition2026-03-312026-04-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1 shares-98.75%2026-03-312026-04-13

Sponsored

FANG DIAMONDBACK ENERGY INC1 sharesnew addition2026-03-312026-04-13

OPEN OPENDOOR TECHNOLOGIES INC30 shares0.00%2026-03-312026-04-13

CHARGEPOINT HOLDINGS INC CHARGEPOINT HOLDINGS INC13 shares0.00%2026-03-312026-04-13

VIRGIN GALACTIC HOLDINGS INC VIRGIN GALACTIC HOLDINGS INC25 shares0.00%2026-03-312026-04-13

PLUG PLUG PWR INC5 shares0.00%2026-03-312026-04-13

SKILLZ INC SKILLZ INC4 shares0.00%2026-03-312026-04-13

OPENDOOR TECHNOLOGIES INC OPENDOOR TECHNOLOGIES INC1 shares0.00%2026-03-312026-04-13

Sponsored

OPENDOOR TECHNOLOGIES INC OPENDOOR TECHNOLOGIES INC1 shares0.00%2026-03-312026-04-13

JHMM

JOHN HANCOCK EXCHANGE TRADED

-3.48%

Shares416.6K

Event2026-03-31

Filed2026-04-13

SCHG

SCHWAB STRATEGIC TR

3.66%

Shares609.1K

Event2026-03-31

Filed2026-04-13

BINV

2023 ETF SERIES TRUST

18.84%

Shares313.3K

Event2026-03-31

Filed2026-04-13

AVUV

AMERICAN CENTY ETF TR

-3.11%

Shares98.3K

Event2026-03-31

Filed2026-04-13

EMLP

FIRST TR EXCHANGE-TRADED FD

-6.39%

Shares204.6K

Event2026-03-31

Filed2026-04-13

DGRW

WISDOMTREE TR

0.32%

Shares89.8K

Event2026-03-31

Filed2026-04-13

SLYG

SPDR SERIES TRUST

-10.85%

Shares70.2K

Event2026-03-31

Filed2026-04-13

HGER

HARBOR ETF TRUST

-0.10%

Shares198.0K

Event2026-03-31

Filed2026-04-13

DXJ

WISDOMTREE TR

15.50%

Shares37.6K

Event2026-03-31

Filed2026-04-13

INVESCO EXCHANGE TRADED FD T

15.02%

Shares27.5K

Event2026-03-31

Filed2026-04-13

SLYV

SPDR SERIES TRUST

-1.37%

Shares50.2K

Event2026-03-31

Filed2026-04-13

AVDS

AMERICAN CENTY ETF TR

New

Shares56.1K

Event2026-03-31

Filed2026-04-13

IHDG

WISDOMTREE TR

-29.77%

Shares78.3K

Event2026-03-31

Filed2026-04-13

UNP

UNION PAC CORP

-14.08%

Shares11.5K

Event2026-03-31

Filed2026-04-13

EA SERIES TRUST

-2.74%

Shares49.7K

Event2026-03-31

Filed2026-04-13

FNDF

SCHWAB STRATEGIC TR

3.03%

Shares47.6K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

-0.07%

Shares6.9K

Event2026-03-31

Filed2026-04-13

AVMV

AMERICAN CENTY ETF TR

2.07%

Shares14.9K

Event2026-03-31

Filed2026-04-13

AVDV

AMERICAN CENTY ETF TR

26.67%

Shares10.6K

Event2026-03-31

Filed2026-04-13

VBK

VANGUARD INDEX FDS

-5.25%

Shares2.3K

Event2026-03-31

Filed2026-04-13

PPG

PPG INDS INC

0.08%

Shares4.9K

Event2026-03-31

Filed2026-04-13

TDVG

T ROWE PRICE ETF INC

New

Shares11.8K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

-3.42%

Shares2.0K

Event2026-03-31

Filed2026-04-13

GEW

EA SERIES TRUST

0.00%

Shares8.4K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

11.50%

Shares1.3K

Event2026-03-31

Filed2026-04-13

TCHP

T ROWE PRICE ETF INC

6.90%

Shares5.7K

Event2026-03-31

Filed2026-04-13

VIGI

VANGUARD WHITEHALL FDS

-11.37%

Shares2.8K

Event2026-03-31

Filed2026-04-13

JBHT

HUNT J B TRANS SVCS INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-13

INVESCO QQQ TR

-22.72%

Shares415

Event2026-03-31

Filed2026-04-13

BP PLC

0.18%

Shares3.9K

Event2026-03-31

Filed2026-04-13

AEP

AMERICAN ELEC PWR CO INC

0.15%

Shares1.3K

Event2026-03-31

Filed2026-04-13

PLTR

PALANTIR TECHNOLOGIES INC

14.02%

Shares1.1K

Event2026-03-31

Filed2026-04-13

USFR

WISDOMTREE TR

-2.58%

Shares2.9K

Event2026-03-31

Filed2026-04-13

CAT

CATERPILLAR INC

0.52%

Shares193

Event2026-03-31

Filed2026-04-13

PROCTER & GAMBLE CO

0.00%

Shares924

Event2026-03-31

Filed2026-04-13

SHOP

SHOPIFY INC

0.30%

Shares1.0K

Event2026-03-31

Filed2026-04-13

TSLA

TESLA INC

0.00%

Shares302

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

1.17%

Shares259

Event2026-03-31

Filed2026-04-13

QGRO

AMERICAN CENTY ETF TR

-21.38%

Shares853

Event2026-03-31

Filed2026-04-13

FENY

FIDELITY COVINGTON TRUST

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-13

COM

DIREXION SHARES ETF TRUST

-77.79%

Shares2.5K

Event2026-03-31

Filed2026-04-13

MCD

MCDONALDS CORP

-0.39%

Shares257

Event2026-03-31

Filed2026-04-13

VRSN

VERISIGN INC

-9.38%

Shares290

Event2026-03-31

Filed2026-04-13

MORGAN STANLEY

140.23%

Shares418

Event2026-03-31

Filed2026-04-13

JNJ

JOHNSON & JOHNSON

0.37%

Shares274

Event2026-03-31

Filed2026-04-13

GLD

SPDR GOLD TR

14.81%

Shares155

Event2026-03-31

Filed2026-04-13

ALPHABET INC

0.90%

Shares223

Event2026-03-31

Filed2026-04-13

GE AEROSPACE

19.15%

Shares224

Event2026-03-31

Filed2026-04-13

GOLDMAN SACHS GROUP INC

-32.41%

Shares73

Event2026-03-31

Filed2026-04-13

STERIS PLC

0.00%

Shares277

Event2026-03-31

Filed2026-04-13

JPM

JPMORGAN CHASE & CO

1.55%

Shares196

Event2026-03-31

Filed2026-04-13

ETFS GOLD TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-13

TMO

THERMO FISHER SCIENTIFIC INC

-19.12%

Shares110

Event2026-03-31

Filed2026-04-13

LLY

ELI LILLY & CO

0.00%

Shares56

Event2026-03-31

Filed2026-04-13

ABBV

ABBVIE INC

-16.35%

Shares220

Event2026-03-31

Filed2026-04-13

STLD

STEEL DYNAMICS INC

0.00%

Shares250

Event2026-03-31

Filed2026-04-13

XOM

EXXON MOBIL CORP

0.38%

Shares265

Event2026-03-31

Filed2026-04-13

FTNT

FORTINET INC

0.00%

Shares520

Event2026-03-31

Filed2026-04-13

LUV

SOUTHWEST AIRLS CO

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-13

SPGI

S&P GLOBAL INC

4.26%

Shares98

Event2026-03-31

Filed2026-04-13

GEV

GE VERNOVA INC

-7.84%

Shares47

Event2026-03-31

Filed2026-04-13

HAL

HALLIBURTON CO

0.89%

Shares908

Event2026-03-31

Filed2026-04-13

ALPHABET INC

1.65%

Shares123

Event2026-03-31

Filed2026-04-13

HOME DEPOT INC

0.00%

Shares105

Event2026-03-31

Filed2026-04-13

QTUM

ETF SER SOLUTIONS

0.00%

Shares309

Event2026-03-31

Filed2026-04-13

BROADCOM INC

0.00%

Shares95

Event2026-03-31

Filed2026-04-13

RUSHB

RUSH ENTERPRISES INC

0.00%

Shares450

Event2026-03-31

Filed2026-04-13

LYV

LIVE NATION ENTERTAINMENT IN

1.62%

Shares188

Event2026-03-31

Filed2026-04-13

QCOM

QUALCOMM INC

1.90%

Shares214

Event2026-03-31

Filed2026-04-13

HBAN

HUNTINGTON BANCSHARES INC

79.71%

Shares1.7K

Event2026-03-31

Filed2026-04-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

17.65%

Shares80

Event2026-03-31

Filed2026-04-13

CGMU

CAPITAL GRP FIXED INCM ETF T

13.31%

Shares979

Event2026-03-31

Filed2026-04-13

ASML

ASML HLDG NV

5.26%

Shares20

Event2026-03-31

Filed2026-04-13

OXY

OCCIDENTAL PETE CORP

0.00%

Shares400

Event2026-03-31

Filed2026-04-13

TFI

SPDR SERIES TRUST

0.00%

Shares554

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

0.00%

Shares41

Event2026-03-31

Filed2026-04-13

KGC

KINROSS GOLD CORP

0.00%

Shares800

Event2026-03-31

Filed2026-04-13

OVV

OVINTIV INC

0.00%

Shares400

Event2026-03-31

Filed2026-04-13

FCX

FREEPORT MCMORAN INC

3.08%

Shares402

Event2026-03-31

Filed2026-04-13

ORLA

ORLA MNG LTD NEW

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-13

WASTE MGMT INC DEL

0.00%

Shares100

Event2026-03-31

Filed2026-04-13

AGG

ISHARES TR

New

Shares226

Event2026-03-31

Filed2026-04-13

META

META PLATFORMS INC

0.00%

Shares36

Event2026-03-31

Filed2026-04-13

RTX

RTX CORPORATION

0.00%

Shares106

Event2026-03-31

Filed2026-04-13

EMR

EMERSON ELEC CO

4.00%

Shares156

Event2026-03-31

Filed2026-04-13

TXN

TEXAS INSTRS INC

-46.60%

Shares102

Event2026-03-31

Filed2026-04-13

ABT

ABBOTT LABORATORIES

7.14%

Shares180

Event2026-03-31

Filed2026-04-13

SHY

ISHARES TR

New

Shares223

Event2026-03-31

Filed2026-04-13

WBD

WARNER BROS DISCOVERY INC

1.54%

Shares660

Event2026-03-31

Filed2026-04-13

ASGN

ASGN INC

0.00%

Shares466

Event2026-03-31

Filed2026-04-13

DEERE & CO

0.00%

Shares32

Event2026-03-31

Filed2026-04-13

WOR

WORTHINGTON ENTERPRISES INC

0.00%

Shares334

Event2026-03-31

Filed2026-04-13

ENERGY TRANSFER L P

0.00%

Shares900

Event2026-03-31

Filed2026-04-13

IVW

ISHARES TR

0.00%

Shares151

Event2026-03-31

Filed2026-04-13

NFLX

NETFLIX INC.

3.01%

Shares171

Event2026-03-31

Filed2026-04-13

GATX

GATX CORP

0.00%

Shares95

Event2026-03-31

Filed2026-04-13

IEI

ISHARES TR

New

Shares127

Event2026-03-31

Filed2026-04-13

URI

UNITED RENTALS INC

0.00%

Shares20

Event2026-03-31

Filed2026-04-13

ROKU

ROKU INC

0.00%

Shares150

Event2026-03-31

Filed2026-04-13

XLE

SELECT SECTOR SPDR TR

-5.74%

Shares230

Event2026-03-31

Filed2026-04-13

IGSB

ISHARES TR

New

Shares255

Event2026-03-31

Filed2026-04-13

COF

CAPITAL ONE FINL CORP

0.00%

Shares71

Event2026-03-31

Filed2026-04-13

SLV

ISHARES SILVER TR

2150.00%

Shares180

Event2026-03-31

Filed2026-04-13

MPC

MARATHON PETE CORP

0.00%

Shares50

Event2026-03-31

Filed2026-04-13

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares50

Event2026-03-31

Filed2026-04-13

SMITH & WESSON BRANDS INC

0.00%

Shares839

Event2026-03-31

Filed2026-04-13

SHV

ISHARES TR

New

Shares108

Event2026-03-31

Filed2026-04-13

VERIZON COMMUNICATIONS INC

5.94%

Shares232

Event2026-03-31

Filed2026-04-13

NEM

NEWMONT CORP

7.00%

Shares107

Event2026-03-31

Filed2026-04-13

ALL

ALLSTATE CORP

8.00%

Shares54

Event2026-03-31

Filed2026-04-13

ENPH

ENPHASE ENERGY INC

0.00%

Shares282

Event2026-03-31

Filed2026-04-13

DOV

DOVER CORP

0.00%

Shares50

Event2026-03-31

Filed2026-04-13

CVX

CHEVRON CORPORATION

11.11%

Shares50

Event2026-03-31

Filed2026-04-13

FDX

FEDEX CORP

7.41%

Shares29

Event2026-03-31

Filed2026-04-13

AON PLC

0.00%

Shares32

Event2026-03-31

Filed2026-04-13

WORTHINGTON STL INC

0.00%

Shares334

Event2026-03-31

Filed2026-04-13

FSLR

FIRST SOLAR INC

0.00%

Shares50

Event2026-03-31

Filed2026-04-13

UPS

UNITED PARCEL SVCS INC

0.00%

Shares100

Event2026-03-31

Filed2026-04-13

VISA INC

10.34%

Shares32

Event2026-03-31

Filed2026-04-13

PLD

PROLOGIS INC.

New

Shares73

Event2026-03-31

Filed2026-04-13

PEP

PEPSICO INC

0.00%

Shares60

Event2026-03-31

Filed2026-04-13

IVV

ISHARES TR

0.00%

Shares14

Event2026-03-31

Filed2026-04-13

ALTRIA GROUP INC

10.83%

Shares133

Event2026-03-31

Filed2026-04-13

WAT

WATERS CORP

0.00%

Shares29

Event2026-03-31

Filed2026-04-13

DCI

DONALDSON INC

0.00%

Shares100

Event2026-03-31

Filed2026-04-13

AMD

ADVANCED MICRO DEVICES INC

2.56%

Shares40

Event2026-03-31

Filed2026-04-13

COP

CONOCOPHILLIPS

10.91%

Shares61

Event2026-03-31

Filed2026-04-13

MTZ

MASTEC INC

0.00%

Shares25

Event2026-03-31

Filed2026-04-13

SBAC

SBA COMMUNICATIONS CORP

7.14%

Shares45

Event2026-03-31

Filed2026-04-13

ITA

ISHARES TR

New

Shares35

Event2026-03-31

Filed2026-04-13

PIPER SANDLER COMPANIES

New

Shares100

Event2026-03-31

Filed2026-04-13

IXJ

ISHARES TR

-74.19%

Shares80

Event2026-03-31

Filed2026-04-13

AMT

AMERICAN TOWER CORP

2.38%

Shares43

Event2026-03-31

Filed2026-04-13

HLI

HOULIHAN LOKEY INC

0.00%

Shares50

Event2026-03-31

Filed2026-04-13

PANL

PANGAEA LOGISTICS SOLUTION L

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-13

HP INC

5.14%

Shares368

Event2026-03-31

Filed2026-04-13

COCA COLA CO

0.00%

Shares80

Event2026-03-31

Filed2026-04-13

SBLK

STAR BULK CARRIERS CORP.

0.00%

Shares262

Event2026-03-31

Filed2026-04-13

EME

EMCOR GROUP INC

0.00%

Shares8

Event2026-03-31

Filed2026-04-13

FORD MTR CO

6.36%

Shares502

Event2026-03-31

Filed2026-04-13

SCHW

SCHWAB CHARLES CORP

-40.78%

Shares61

Event2026-03-31

Filed2026-04-13

CRWV

COREWEAVE INC

0.00%

Shares73

Event2026-03-31

Filed2026-04-13

EOG

EOG RES INC

11.43%

Shares39

Event2026-03-31

Filed2026-04-13

GNK

GENCO SHIPPING & TRADING LTD

0.00%

Shares250

Event2026-03-31

Filed2026-04-13

SCHB

SCHWAB STRATEGIC TR

New

Shares213

Event2026-03-31

Filed2026-04-13

IEF

ISHARES TR

New

Shares53

Event2026-03-31

Filed2026-04-13

CVS

CVS HEALTH CORP

0.00%

Shares70

Event2026-03-31

Filed2026-04-13

CROWN CASTLE INC

0.00%

Shares60

Event2026-03-31

Filed2026-04-13

CRBU

CARIBOU BIOSCIENCES INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-13

ORCL

ORACLE CORP

-25.58%

Shares32

Event2026-03-31

Filed2026-04-13

TFC

TRUIST FINL CORP

0.00%

Shares100

Event2026-03-31

Filed2026-04-13

JCI

JOHNSON CONTROLS INTERNATION

0.00%

Shares35

Event2026-03-31

Filed2026-04-13

VOOG

VANGUARD ADMIRAL FDS INC

0.00%

Shares11

Event2026-03-31

Filed2026-04-13

KIM

KIMCO REALTY CORP

0.00%

Shares200

Event2026-03-31

Filed2026-04-13

JACOBS SOLUTIONS INC

0.00%

Shares35

Event2026-03-31

Filed2026-04-13

GEHC

GE HEALTHCARE TECHNOLOGIES I

0.00%

Shares62

Event2026-03-31

Filed2026-04-13

ENB

ENBRIDGE INC

8.00%

Shares81

Event2026-03-31

Filed2026-04-13

MMM

3M CO

0.00%

Shares30

Event2026-03-31

Filed2026-04-13

MOELIS & CO

0.00%

Shares75

Event2026-03-31

Filed2026-04-13

NVTS

NAVITAS SEMICONDUCTOR CORP

0.00%

Shares487

Event2026-03-31

Filed2026-04-13

CHWY

CHEWY INC

-11.76%

Shares150

Event2026-03-31

Filed2026-04-13

BIIB

BIOGEN INC

15.79%

Shares22

Event2026-03-31

Filed2026-04-13

SHM

SPDR SERIES TRUST

0.00%

Shares80

Event2026-03-31

Filed2026-04-13

CBZ

CBIZ INC

0.00%

Shares125

Event2026-03-31

Filed2026-04-13

CMG

CHIPOTLE MEXICAN GRILL INC

0.00%

Shares100

Event2026-03-31

Filed2026-04-13

IJS

ISHARES TR

0.00%

Shares26

Event2026-03-31

Filed2026-04-13

GSK PLC

12.50%

Shares54

Event2026-03-31

Filed2026-04-13

IMCV

ISHARES TR

0.00%

Shares35

Event2026-03-31

Filed2026-04-13

CTVA

CORTEVA INC

New

Shares35

Event2026-03-31

Filed2026-04-13

IWP

ISHARES TR

0.00%

Shares22

Event2026-03-31

Filed2026-04-13

PLANET LABS PBC

0.00%

Shares100

Event2026-03-31

Filed2026-04-13

USB

US BANCORP

New

Shares53

Event2026-03-31

Filed2026-04-13

IJT

ISHARES TR

0.00%

Shares19

Event2026-03-31

Filed2026-04-13

LQD

ISHARES TR

New

Shares23

Event2026-03-31

Filed2026-04-13

CITIGROUP INC

New

Shares21

Event2026-03-31

Filed2026-04-13

TLT

ISHARES TR

0.00%

Shares27

Event2026-03-31

Filed2026-04-13

NKE

NIKE INC

0.00%

Shares40

Event2026-03-31

Filed2026-04-13

FWRD

FORWARD AIR CORP

0.00%

Shares120

Event2026-03-31

Filed2026-04-13

KROGER CO

58.82%

Shares27

Event2026-03-31

Filed2026-04-13

WMT

WALMART INC

New

Shares15

Event2026-03-31

Filed2026-04-13

HOG

HARLEY DAVIDSON INC

0.00%

Shares90

Event2026-03-31

Filed2026-04-13

PARKER-HANNIFIN CORP

New

Shares2

Event2026-03-31

Filed2026-04-13

TRV

TRAVELERS COMPANIES INC

New

Shares6

Event2026-03-31

Filed2026-04-13

LOW

LOWES COS INC

New

Shares7

Event2026-03-31

Filed2026-04-13

CMI

CUMMINS INC

New

Shares3

Event2026-03-31

Filed2026-04-13

PANW

PALO ALTO NETWORKS INC

100.00%

Shares10

Event2026-03-31

Filed2026-04-13

ODFL

OLD DOMINION FREIGHT LINE IN

New

Shares8

Event2026-03-31

Filed2026-04-13

ANGLOGOLD ASHANTI PLC

New

Shares16

Event2026-03-31

Filed2026-04-13

ACHR

ARCHER AVIATION INC

0.00%

Shares300

Event2026-03-31

Filed2026-04-13

COLGATE PALMOLIVE CO

New

Shares18

Event2026-03-31

Filed2026-04-13

RGLD

ROYAL GOLD INC

0.00%

Shares6

Event2026-03-31

Filed2026-04-13

PHILIP MORRIS INTL INC

New

Shares9

Event2026-03-31

Filed2026-04-13

KLAC

KLA CORP

New

Shares1

Event2026-03-31

Filed2026-04-13

NDAQ

NASDAQ INC

New

Shares17

Event2026-03-31

Filed2026-04-13

SPHD

INVESCO EXCH TRADED FD TR II

New

Shares29

Event2026-03-31

Filed2026-04-13

HCA

HCA HEALTHCARE INC

New

Shares3

Event2026-03-31

Filed2026-04-13

SHEL

SHELL PLC

New

Shares15

Event2026-03-31

Filed2026-04-13

GILD

GILEAD SCIENCES INC

New

Shares10

Event2026-03-31

Filed2026-04-13

KMX

CARMAX INC

0.00%

Shares33

Event2026-03-31

Filed2026-04-13

MCO

MOODYS CORP

New

Shares3

Event2026-03-31

Filed2026-04-13

RIO

RIO TINTO PLC

-95.97%

Shares14

Event2026-03-31

Filed2026-04-13

BROADRIDGE FINL SOLUTIONS IN

New

Shares8

Event2026-03-31

Filed2026-04-13

MEDTRONIC PLC

New

Shares15

Event2026-03-31

Filed2026-04-13

HIG

HARTFORD INSURANCE GROUP INC

New

Shares9

Event2026-03-31

Filed2026-04-13

ADSK

AUTODESK INC

New

Shares5

Event2026-03-31

Filed2026-04-13

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares3

Event2026-03-31

Filed2026-04-13

FERGUSON ENTERPRISES INC

New

Shares5

Event2026-03-31

Filed2026-04-13

EXPE

EXPEDIA GROUP INC

New

Shares5

Event2026-03-31

Filed2026-04-13

IDXX

IDEXX LABS INC

New

Shares2

Event2026-03-31

Filed2026-04-13

BAC

BANK AMERICA CORP

New

Shares23

Event2026-03-31

Filed2026-04-13

DIS

DISNEY WALT CO

0.00%

Shares11

Event2026-03-31

Filed2026-04-13

MERCK & CO INC

New

Shares9

Event2026-03-31

Filed2026-04-13

WDC

WESTERN DIGITAL CORP

New

Shares4

Event2026-03-31

Filed2026-04-13

MSCI

MSCI INC

New

Shares2

Event2026-03-31

Filed2026-04-13

ROK

ROCKWELL AUTOMATION INC

New

Shares3

Event2026-03-31

Filed2026-04-13

LAM RESEARCH CORP

New

Shares5

Event2026-03-31

Filed2026-04-13

PHM

PULTE GROUP INC

New

Shares9

Event2026-03-31

Filed2026-04-13

AMGN

AMGEN INC

New

Shares3

Event2026-03-31

Filed2026-04-13

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

New

Shares17

Event2026-03-31

Filed2026-04-13

AEM

AGNICO EAGLE MINES LTD

New

Shares5

Event2026-03-31

Filed2026-04-13

VRT

VERTIV HOLDINGS CO

New

Shares4

Event2026-03-31

Filed2026-04-13

COST

COSTCO WHOLESALE CORPORATION

-94.44%

Shares1

Event2026-03-31

Filed2026-04-13

AMTM

AMENTUM HOLDINGS INC

0.00%

Shares37

Event2026-03-31

Filed2026-04-13

ADM

ARCHER DANIELS MIDLAND CO

New

Shares13

Event2026-03-31

Filed2026-04-13

VALE

VALE S A

New

Shares59

Event2026-03-31

Filed2026-04-13

YUM

YUM BRANDS INC

New

Shares6

Event2026-03-31

Filed2026-04-13

SHYG

ISHARES TR

New

Shares22

Event2026-03-31

Filed2026-04-13

NEE

NEXTERA ENERGY INC

New

Shares10

Event2026-03-31

Filed2026-04-13

RMD

RESMED INC

New

Shares4

Event2026-03-31

Filed2026-04-13

BARRICK MNG CORP

New

Shares21

Event2026-03-31

Filed2026-04-13

HSBC

HSBC HLDGS PLC

New

Shares10

Event2026-03-31

Filed2026-04-13

WDS

WOODSIDE ENERGY GROUP LTD

New

Shares34

Event2026-03-31

Filed2026-04-13

DOMINION ENERGY INC

New

Shares13

Event2026-03-31

Filed2026-04-13

SUNCOR ENERGY INC NEW

New

Shares12

Event2026-03-31

Filed2026-04-13

ASTRAZENECA PLC

New

Shares4

Event2026-03-31

Filed2026-04-13

ITW

ILLINOIS TOOL WKS INC

New

Shares3

Event2026-03-31

Filed2026-04-13

CIEN

CIENA CORP

New

Shares2

Event2026-03-31

Filed2026-04-13

NVS

NOVARTIS AG

New

Shares5

Event2026-03-31

Filed2026-04-13

ENI SPA

New

Shares13

Event2026-03-31

Filed2026-04-13

EXPD

EXPEDITORS INTL WASH INC

New

Shares5

Event2026-03-31

Filed2026-04-13

EQR

EQUITY RESIDENTIAL

New

Shares12

Event2026-03-31

Filed2026-04-13

ZTS

ZOETIS INC

New

Shares6

Event2026-03-31

Filed2026-04-13

TPR

TAPESTRY INC

New

Shares5

Event2026-03-31

Filed2026-04-13

LITE

LUMENTUM HLDGS INC

New

Shares1

Event2026-03-31

Filed2026-04-13

CSCO

CISCO SYS INC

New

Shares9

Event2026-03-31

Filed2026-04-13

GENERAL DYNAMICS CORP

New

Shares2

Event2026-03-31

Filed2026-04-13

CNQ

CANADIAN NAT RES LTD MED TER

New

Shares14

Event2026-03-31

Filed2026-04-13

CBRE

CBRE GROUP INC

New

Shares5

Event2026-03-31

Filed2026-04-13

CTAS

CINTAS CORP

New

Shares4

Event2026-03-31

Filed2026-04-13

MICRON TECHNOLOGY INC

New

Shares2

Event2026-03-31

Filed2026-04-13

SOUTHERN CO

New

Shares7

Event2026-03-31

Filed2026-04-13

ROYAL BK CDA

New

Shares4

Event2026-03-31

Filed2026-04-13

UBER

UBER TECHNOLOGIES INC

New

Shares9

Event2026-03-31

Filed2026-04-13

EBAY

EBAY INC.

New

Shares7

Event2026-03-31

Filed2026-04-13

CRH PLC

New

Shares6

Event2026-03-31

Filed2026-04-13

BABA

ALIBABA GROUP HLDG LTD

-66.67%

Shares5

Event2026-03-31

Filed2026-04-13

PNC

PNC FINL SVCS GROUP INC

New

Shares3

Event2026-03-31

Filed2026-04-13

TOYOTA MOTOR CORP

New

Shares3

Event2026-03-31

Filed2026-04-13

AXP

AMERICAN EXPRESS CO

-95.24%

Shares2

Event2026-03-31

Filed2026-04-13

DVN

DEVON ENERGY CORP NEW

New

Shares12

Event2026-03-31

Filed2026-04-13

HLN

HALEON PLC

0.00%

Shares60

Event2026-03-31

Filed2026-04-13

STZ

CONSTELLATION BRANDS INC

New

Shares4

Event2026-03-31

Filed2026-04-13

INVH

INVITATION HOMES INC

New

Shares24

Event2026-03-31

Filed2026-04-13

TSCO

TRACTOR SUPPLY CO

New

Shares13

Event2026-03-31

Filed2026-04-13

DTE

DTE ENERGY CO

New

Shares4

Event2026-03-31

Filed2026-04-13

FFIV

F5 INC

New

Shares2

Event2026-03-31

Filed2026-04-13

KEYS

KEYSIGHT TECHNOLOGIES INC

New

Shares2

Event2026-03-31

Filed2026-04-13

CEG

CONSTELLATION ENERGY CORP

New

Shares2

Event2026-03-31

Filed2026-04-13

ATO

ATMOS ENERGY CORP

New

Shares3

Event2026-03-31

Filed2026-04-13

TOTALENERGIES SE

New

Shares6

Event2026-03-31

Filed2026-04-13

SYF

SYNCHRONY FINANCIAL

New

Shares8

Event2026-03-31

Filed2026-04-13

GLW

CORNING INC

New

Shares4

Event2026-03-31

Filed2026-04-13

ECL

ECOLAB INC

New

Shares2

Event2026-03-31

Filed2026-04-13

JBL

JABIL INC

New

Shares2

Event2026-03-31

Filed2026-04-13

MUFG

MITSUBISHI UFJ FINANCIAL GRO

New

Shares31

Event2026-03-31

Filed2026-04-13

EXR

EXTRA SPACE STORAGE INC

New

Shares4

Event2026-03-31

Filed2026-04-13

DUKE ENERGY CORP NEW

New

Shares4

Event2026-03-31

Filed2026-04-13

IMO

IMPERIAL OIL LTD

New

Shares4

Event2026-03-31

Filed2026-04-13

GENERAL MTRS CO

New

Shares7

Event2026-03-31

Filed2026-04-13

SAP

SAP SE

New

Shares3

Event2026-03-31

Filed2026-04-13

NTAP

NETAPP INC

New

Shares5

Event2026-03-31

Filed2026-04-13

BHP

BHP BILLITON LIMITED

New

Shares7

Event2026-03-31

Filed2026-04-13

MNST

MONSTER BEVERAGE CORP NEW

New

Shares7

Event2026-03-31

Filed2026-04-13

FIRSTENERGY CORP

New

Shares10

Event2026-03-31

Filed2026-04-13

MASTERCARD INCORPORATED

-94.12%

Shares1

Event2026-03-31

Filed2026-04-13

ARISTA NETWORKS INC

New

Shares4

Event2026-03-31

Filed2026-04-13

HUBBELL INC

New

Shares1

Event2026-03-31

Filed2026-04-13

SRE

SEMPRA

New

Shares5

Event2026-03-31

Filed2026-04-13

SPOT

SPOTIFY TECHNOLOGY S A

New

Shares1

Event2026-03-31

Filed2026-04-13

GARTNER INC

New

Shares3

Event2026-03-31

Filed2026-04-13

SAN

BANCO SANTANDER SA

New

Shares42

Event2026-03-31

Filed2026-04-13

NVAX

NOVAVAX INC

0.00%

Shares58

Event2026-03-31

Filed2026-04-13

FOXA

FOX CORP

New

Shares8

Event2026-03-31

Filed2026-04-13

TORONTO DOMINION BK ONT

New

Shares5

Event2026-03-31

Filed2026-04-13

SOLV

SOLVENTUM CORP

0.00%

Shares7

Event2026-03-31

Filed2026-04-13

CONSOLIDATED EDISON INC

New

Shares4

Event2026-03-31

Filed2026-04-13

VST

VISTRA CORP

New

Shares3

Event2026-03-31

Filed2026-04-13

ETR

ENTERGY CORP NEW

New

Shares4

Event2026-03-31

Filed2026-04-13

TSN

TYSON FOODS INC

New

Shares7

Event2026-03-31

Filed2026-04-13

AMP

AMERIPRISE FINL INC

New

Shares1

Event2026-03-31

Filed2026-04-13

EXC

EXELON CORP

New

Shares9

Event2026-03-31

Filed2026-04-13

EIX

EDISON INTL

New

Shares6

Event2026-03-31

Filed2026-04-13

AFL

AFLAC INC

New

Shares4

Event2026-03-31

Filed2026-04-13

DLTR

DOLLAR TREE INC

New

Shares4

Event2026-03-31

Filed2026-04-13

INTU

INTUIT

-95.83%

Shares1

Event2026-03-31

Filed2026-04-13

LAUDER ESTEE COS INC

New

Shares6

Event2026-03-31

Filed2026-04-13

NTRS

NORTHERN TR CORP

New

Shares3

Event2026-03-31

Filed2026-04-13

TE CONNECTIVITY PLC

New

Shares2

Event2026-03-31

Filed2026-04-13

EVERSOURCE ENERGY

New

Shares6

Event2026-03-31

Filed2026-04-13

AWK

AMERICAN WTR WKS CO INC NEW

New

Shares3

Event2026-03-31

Filed2026-04-13

PEG

PUBLIC SVC ENTERPRISE GROUP

New

Shares5

Event2026-03-31

Filed2026-04-13

PEW

GRABAGUN DIGITAL HLDGS INC

0.00%

Shares133

Event2026-03-31

Filed2026-04-13

DAL

DELTA AIR LINES INC

New

Shares6

Event2026-03-31

Filed2026-04-13

APP

APPLOVIN CORP

New

Shares1

Event2026-03-31

Filed2026-04-13

CMS

CMS ENERGY CORP

New

Shares5

Event2026-03-31

Filed2026-04-13

PCG

PG&E CORP

New

Shares22

Event2026-03-31

Filed2026-04-13

EQT CORP

New

Shares6

Event2026-03-31

Filed2026-04-13

APH

AMPHENOL CORP

New

Shares3

Event2026-03-31

Filed2026-04-13

ABNB

AIRBNB INC

New

Shares3

Event2026-03-31

Filed2026-04-13

AT&T INC

New

Shares13

Event2026-03-31

Filed2026-04-13

UAL

UNITED AIRLS HLDGS INC

New

Shares4

Event2026-03-31

Filed2026-04-13

BKR

BAKER HUGHES COMPANY

New

Shares6

Event2026-03-31

Filed2026-04-13

PSX

PHILLIPS 66

New

Shares2

Event2026-03-31

Filed2026-04-13

TGT

TARGET CORP

New

Shares3

Event2026-03-31

Filed2026-04-13

HRL

HORMEL FOODS CORP

New

Shares16

Event2026-03-31

Filed2026-04-13

TROW

PRICE T ROWE GROUP INC

New

Shares4

Event2026-03-31

Filed2026-04-13

DPZ

DOMINOS PIZZA INC

New

Shares1

Event2026-03-31

Filed2026-04-13

MET

METLIFE INC

New

Shares5

Event2026-03-31

Filed2026-04-13

SONY

SONY GROUP CORP

New

Shares17

Event2026-03-31

Filed2026-04-13

UBS

UBS GROUP AG

New

Shares9

Event2026-03-31

Filed2026-04-13

BTI

BRITISH AMERN TOB PLC

New

Shares6

Event2026-03-31

Filed2026-04-13

BBVA

BANCO BILBAO VIZCAYA ARGENTA

New

Shares16

Event2026-03-31

Filed2026-04-13

PCAR

PACCAR INC

New

Shares3

Event2026-03-31

Filed2026-04-13

LHX

L3HARRIS TECHNOLOGIES INC

New

Shares1

Event2026-03-31

Filed2026-04-13

AMAT

APPLIED MATLS INC

New

Shares1

Event2026-03-31

Filed2026-04-13

UNILEVER PLC

New

Shares6

Event2026-03-31

Filed2026-04-13

REGIONS FINANCIAL CORP NEW

New

Shares13

Event2026-03-31

Filed2026-04-13

SMFG

SUMITOMO MITSUI FIN GRP INC

New

Shares17

Event2026-03-31

Filed2026-04-13

NVO

NOVO-NORDISK A S

0.00%

Shares9

Event2026-03-31

Filed2026-04-13

EVRG

EVERGY INC

New

Shares4

Event2026-03-31

Filed2026-04-13

CHUBB LTD SWITZ

New

Shares1

Event2026-03-31

Filed2026-04-13

LDOS

LEIDOS HOLDINGS INC

New

Shares2

Event2026-03-31

Filed2026-04-13

PFE

PFIZER INC

-97.80%

Shares11

Event2026-03-31

Filed2026-04-13

BMY

BRISTOL-MYERS SQUIBB CO

New

Shares5

Event2026-03-31

Filed2026-04-13

KEY

KEYCORP

New

Shares15

Event2026-03-31

Filed2026-04-13

CFG

CITIZENS FINL GROUP INC

New

Shares5

Event2026-03-31

Filed2026-04-13

PRU

PRUDENTIAL FINL INC

New

Shares3

Event2026-03-31

Filed2026-04-13

NRG

NRG ENERGY INC

New

Shares2

Event2026-03-31

Filed2026-04-13

SNY

SANOFI SA

New

Shares6

Event2026-03-31

Filed2026-04-13

SYY

SYSCO CORP

New

Shares4

Event2026-03-31

Filed2026-04-13

CANADIAN IMPERIAL BANK OF CO

New

Shares3

Event2026-03-31

Filed2026-04-13

CBOE

CBOE GLOBAL MKTS INC

New

Shares1

Event2026-03-31

Filed2026-04-13

FIS

FIDELITY NATL INFORMATION SV

New

Shares6

Event2026-03-31

Filed2026-04-13

FAST

FASTENAL CO

New

Shares6

Event2026-03-31

Filed2026-04-13

HOOD

ROBINHOOD MKTS INC

New

Shares4

Event2026-03-31

Filed2026-04-13

DHI

D R HORTON INC

New

Shares2

Event2026-03-31

Filed2026-04-13

DUPONT DE NEMOURS INC

New

Shares6

Event2026-03-31

Filed2026-04-13

BMO

BANK MONTREAL MEDIUM

New

Shares2

Event2026-03-31

Filed2026-04-13

BLOOM ENERGY CORP

New

Shares2

Event2026-03-31

Filed2026-04-13

UNH

UNITEDHEALTH GROUP INC

-92.86%

Shares1

Event2026-03-31

Filed2026-04-13

LVS

LAS VEGAS SANDS CORP

New

Shares5

Event2026-03-31

Filed2026-04-13

PPL

PPL CORP

New

Shares7

Event2026-03-31

Filed2026-04-13

WRB

BERKLEY W R CORP

New

Shares4

Event2026-03-31

Filed2026-04-13

CPNG

COUPANG INC

New

Shares14

Event2026-03-31

Filed2026-04-13

KYNDRYL HLDGS INC

0.00%

Shares20

Event2026-03-31

Filed2026-04-13

MFG

MIZUHO FINANCIAL GROUP INC

New

Shares33

Event2026-03-31

Filed2026-04-13

SLB

SLB LIMITED

New

Shares5

Event2026-03-31

Filed2026-04-13

STT

STATE STR CORP

New

Shares2

Event2026-03-31

Filed2026-04-13

DXCM

DEXCOM INC

New

Shares4

Event2026-03-31

Filed2026-04-13

WAB

WABTEC

0.00%

Shares1

Event2026-03-31

Filed2026-04-13

HDB

HDFC BANK LTD

New

Shares10

Event2026-03-31

Filed2026-04-13

KHC

KRAFT HEINZ CO

New

Shares11

Event2026-03-31

Filed2026-04-13

COEUR MNG INC

New

Shares13

Event2026-03-31

Filed2026-04-13

ESS

ESSEX PPTY TR INC

New

Shares1

Event2026-03-31

Filed2026-04-13

XEL

XCEL ENERGY INC

New

Shares3

Event2026-03-31

Filed2026-04-13

WEC ENERGY GROUP INC

New

Shares2

Event2026-03-31

Filed2026-04-13

NTR

NUTRIEN LTD

New

Shares3

Event2026-03-31

Filed2026-04-13

ROST

ROSS STORES INC

New

Shares1

Event2026-03-31

Filed2026-04-13

VIG

VANGUARD SPECIALIZED FUNDS

New

Shares1

Event2026-03-31

Filed2026-04-13

AME

AMETEK INC

New

Shares1

Event2026-03-31

Filed2026-04-13

KTOS

KRATOS DEFENSE & SEC SOLUTIO

New

Shares3

Event2026-03-31

Filed2026-04-13

HSY

HERSHEY CO

New

Shares1

Event2026-03-31

Filed2026-04-13

ELECTRONIC ARTS INC

New

Shares1

Event2026-03-31

Filed2026-04-13

ACCENTURE PLC IRELAND

-98.75%

Shares1

Event2026-03-31

Filed2026-04-13

FANG

DIAMONDBACK ENERGY INC

New

Shares1

Event2026-03-31

Filed2026-04-13

OPEN

OPENDOOR TECHNOLOGIES INC

0.00%

Shares30

Event2026-03-31

Filed2026-04-13

CHARGEPOINT HOLDINGS INC

0.00%

Shares13

Event2026-03-31

Filed2026-04-13

VIRGIN GALACTIC HOLDINGS INC

0.00%

Shares25

Event2026-03-31

Filed2026-04-13

PLUG

PLUG PWR INC

0.00%

Shares5

Event2026-03-31

Filed2026-04-13

SKILLZ INC

0.00%

Shares4

Event2026-03-31

Filed2026-04-13

OPENDOOR TECHNOLOGIES INC

0.00%

Shares1

Event2026-03-31

Filed2026-04-13

OPENDOOR TECHNOLOGIES INC

0.00%

Shares1

Event2026-03-31

Filed2026-04-13

OPENDOOR TECHNOLOGIES INC

0.00%

Shares1

Event2026-03-31

Filed2026-04-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

NVDA Put PutNVIDIA CORPORATION4.0K shares-20.00%2026-03-312026-04-13

INVESCO QQQ TR Put PutINVESCO QQQ TR200 shares0.00%2026-03-312026-04-13

NVDA Put

NVIDIA CORPORATION

-20.00%

Shares4.0K

Event2026-03-31

Filed2026-04-13

INVESCO QQQ TR Put

INVESCO QQQ TR

0.00%

Shares200

Event2026-03-31

Filed2026-04-13