Sponsored
The Analysis of NVWM, LLC's Holdings & P&L
Currently, NVWM, LLC holds 747 types of securities in its portfolio with a total value $449.2M. In the most recent quarter, they have increased their positions in CVX (+16.5K shares, valued at $3.4M), SPYM (+40.9K shares, valued at $3.1M), AAPL (+12.3K shares, valued at $3.1M); decreased their positions in SPY (-14.7K shares, valued at $9.6M), IEF (-43.7K shares, valued at $4.2M), DELL (-12.9K shares, valued at $2.1M); initiated new positions in ZROZ (+20.8K shares, valued at $1.3M), BIDD (+44.9K shares, valued at $1.3M), LENS (+15.0K shares, valued at $687.0K).
1M P&L
+14.3M+3.27%
3M P&L
+26.7M+6.26%
HY P&L
+44.8M+10.97%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A156.2M
38.8%
2Software - Infrastructure25.9M
6.4%
3Semiconductors23.2M
5.8%
Top Industries by Stock Count
1N/A154 stocks
23.4%
2Software - Application26 stocks
4.0%
3Utilities - Regulated Electric20 stocks
3.0%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW9.1K shares-12.37%2026-03-312026-04-27
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF8.7K shares61.85%2026-03-312026-04-27
Sponsored
Sponsored
Sponsored
ZROZ PIMCO 25 YEAR ZERO COUPON US TREASURY INDEX EXCHANGE-TRADED FUND20.8K sharesnew addition2026-03-312026-04-27
Sponsored
KMLM KRANESHARES MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF41.8K shares-29.15%2026-03-312026-04-27
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
INVESCO S&P 500 LOW VOLATILITY ETF INVESCO S&P 500 LOW VOLATILITY ETF2.0K shares0.00%2026-03-312026-04-27
Sponsored
Sponsored
AMERICA MOVIL SAB DE CV SPON ADS RP CL B AMERICA MOVIL SAB DE CV SPON ADS RP CL B3.6K shares0.00%2026-03-312026-04-27
Sponsored
Sponsored
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF3.7K shares0.00%2026-03-312026-04-27
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
FRANKLIN PENNSYLVANIA MUNICIPAL INCOME ETF FRANKLIN PENNSYLVANIA MUNICIPAL INCOME ETF1.8K shares0.00%2026-03-312026-04-27
Sponsored
VANGUARD TOTAL INFLATION-PROTECTED SECURITIES ETF VANGUARD TOTAL INFLATION-PROTECTED SECURITIES ETF155 shares0.00%2026-03-312026-04-27
Sponsored
Sponsored
DEFINIUM THERAPEUTICS INC COM SHS DEFINIUM THERAPEUTICS INC COM SHS416 sharesnew addition2026-03-312026-04-27
Sponsored
INNOVATOR S&P INVESTMENT GRADE PREFERRED ETF INNOVATOR S&P INVESTMENT GRADE PREFERRED ETF443 shares0.00%2026-03-312026-04-27
NASSAU COS NEW YORK 7.45 QUIBS 2032 NASSAU COS NEW YORK 7.45 QUIBS 2032400 shares0.00%2026-03-312026-04-27
Sponsored
PACIFIC GAS & ELEC CO PFD 1ST 5.50 PACIFIC GAS & ELEC CO PFD 1ST 5.50300 shares0.00%2026-03-312026-04-27
BITMINE IMMERSION TECNOLOGIES COM NEW BITMINE IMMERSION TECNOLOGIES COM NEW300 shares0.00%2026-03-312026-04-27
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
BITWISE CRYPTO INDUSTRY INNOVATORS ETF BITWISE CRYPTO INDUSTRY INNOVATORS ETF200 shares-60.00%2026-03-312026-04-27
Sponsored
Sponsored
Sponsored
VERSANT MEDIA GROUP INC COM CL A VERSANT MEDIA GROUP INC COM CL A80 sharesnew addition2026-03-312026-04-27
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
SOFTBANK GROUP CORP UNSPONSORED ADR SOFTBANK GROUP CORP UNSPONSORED ADR200 shares300.00%2026-03-312026-04-27
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
AAPL
19.81%APPLE INC COM
Shares74.5K
Event2026-03-31
Filed2026-04-27
MSFT
2.92%MICROSOFT CORP COM
Shares40.7K
Event2026-03-31
Filed2026-04-27
NVDA
6.78%NVIDIA CORPORATION COM
Shares84.7K
Event2026-03-31
Filed2026-04-27
AMZN
2.07%AMAZON COM INC COM
Shares68.1K
Event2026-03-31
Filed2026-04-27
GLD
-0.10%SPDR GOLD SHARES
Shares26.9K
Event2026-03-31
Filed2026-04-27
ALPHABET INC CAP STK CL A
9.46%ALPHABET INC CAP STK CL A
Shares40.0K
Event2026-03-31
Filed2026-04-27
USFR
-3.64%WISDOMTREE FLOATING RATE TREASURY FUND
Shares199.8K
Event2026-03-31
Filed2026-04-27
VTIP
-10.34%VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
Shares179.2K
Event2026-03-31
Filed2026-04-27
VUSB
4.83%VANGUARD ULTRA-SHORT BOND ETF
Shares165.0K
Event2026-03-31
Filed2026-04-27
LQD
-2.03%ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
Shares75.1K
Event2026-03-31
Filed2026-04-27
BROADCOM INC COM
9.34%BROADCOM INC COM
Shares25.1K
Event2026-03-31
Filed2026-04-27
META
0.48%META PLATFORMS INC CL A
Shares12.2K
Event2026-03-31
Filed2026-04-27
HGER
50.82%HARBOR COMMODITY ALL-WEATHER STRATEGY ETF
Shares212.3K
Event2026-03-31
Filed2026-04-27
IWM
49.34%ISHARES RUSSELL 2000 ETF
Shares24.6K
Event2026-03-31
Filed2026-04-27
XLV
-0.26%STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
Shares38.6K
Event2026-03-31
Filed2026-04-27
NFLX
4.16%NETFLIX INC. COM
Shares56.1K
Event2026-03-31
Filed2026-04-27
AMAT
-9.05%APPLIED MATLS INC COM
Shares15.3K
Event2026-03-31
Filed2026-04-27
AMD
0.13%ADVANCED MICRO DEVICES INC COM
Shares24.9K
Event2026-03-31
Filed2026-04-27
CVX
226.96%CHEVRON CORPORATION COM
Shares23.8K
Event2026-03-31
Filed2026-04-27
COST
11.41%COSTCO WHOLESALE CORPORATION COM
Shares4.8K
Event2026-03-31
Filed2026-04-27
SPYM
194.36%STATE STREET SPDR PORTFOLIO S&P 500 ETF
Shares62.0K
Event2026-03-31
Filed2026-04-27
BERKSHIRE HATHAWAY INC DEL CL B NEW
-12.37%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares9.1K
Event2026-03-31
Filed2026-04-27
JPM
0.66%JPMORGAN CHASE & CO COM
Shares14.8K
Event2026-03-31
Filed2026-04-27
EFA
21.57%ISHARES MSCI EAFE ETF
Shares43.3K
Event2026-03-31
Filed2026-04-27
GEV
-0.62%GE VERNOVA INC COM
Shares4.7K
Event2026-03-31
Filed2026-04-27
MERCK & CO INC COM
-0.16%MERCK & CO INC COM
Shares32.9K
Event2026-03-31
Filed2026-04-27
WFC
1.16%WELLS FARGO & CO COM
Shares48.4K
Event2026-03-31
Filed2026-04-27
V
-10.73%VISA INC COM CL A
Shares12.6K
Event2026-03-31
Filed2026-04-27
PANW
18.35%PALO ALTO NETWORKS INC COM
Shares23.3K
Event2026-03-31
Filed2026-04-27
GDX
-20.01%VANECK GOLD MINERS ETF
Shares40.5K
Event2026-03-31
Filed2026-04-27
WMT
-4.99%WALMART INC COM
Shares29.7K
Event2026-03-31
Filed2026-04-27
IWR
-12.20%ISHARES RUSSELL MIDCAP ETF
Shares35.4K
Event2026-03-31
Filed2026-04-27
MA
1.03%MASTERCARD INCORPORATED CL A
Shares6.9K
Event2026-03-31
Filed2026-04-27
ARISTA NETWORKS INC COM SHS
-2.36%ARISTA NETWORKS INC COM SHS
Shares27.6K
Event2026-03-31
Filed2026-04-27
VTI
-6.86%VANGUARD TOTAL STOCK MARKET ETF
Shares9.7K
Event2026-03-31
Filed2026-04-27
LLY
1.69%ELI LILLY & CO COM
Shares3.3K
Event2026-03-31
Filed2026-04-27
EEM
34.44%ISHARES MSCI EMERGING MARKETS ETF
Shares51.5K
Event2026-03-31
Filed2026-04-27
AXP
1.48%AMERICAN EXPRESS CO COM
Shares9.4K
Event2026-03-31
Filed2026-04-27
AGG
-39.00%ISHARES CORE U.S. AGGREGATE BOND ETF
Shares28.5K
Event2026-03-31
Filed2026-04-27
BND
1.83%VANGUARD TOTAL BOND MARKET ETF
Shares38.2K
Event2026-03-31
Filed2026-04-27
CDNS
23.94%CADENCE DESIGN SYSTEM INC COM
Shares10.0K
Event2026-03-31
Filed2026-04-27
TJX
1.34%TJX COS INC NEW COM
Shares17.3K
Event2026-03-31
Filed2026-04-27
ABBV
0.06%ABBVIE INC COM
Shares12.3K
Event2026-03-31
Filed2026-04-27
ISHARES GOLD TRUST
-33.89%ISHARES GOLD TRUST
Shares29.9K
Event2026-03-31
Filed2026-04-27
TLT
106.06%ISHARES 20 YEAR TREASURY BOND ETF
Shares30.3K
Event2026-03-31
Filed2026-04-27
TMO
0.08%THERMO FISHER SCIENTIFIC INC COM
Shares5.3K
Event2026-03-31
Filed2026-04-27
ASML
-12.84%ASML HLDG NV N Y REGISTRY SHS
Shares1.9K
Event2026-03-31
Filed2026-04-27
JPST
-1.68%JPMORGAN ULTRA-SHORT INCOME ETF
Shares47.8K
Event2026-03-31
Filed2026-04-27
MS
-0.10%MORGAN STANLEY COM NEW
Shares14.7K
Event2026-03-31
Filed2026-04-27
BAC
1.39%BANK AMERICA CORP COM
Shares49.0K
Event2026-03-31
Filed2026-04-27
VXUS
-5.04%VANGUARD TOTAL INTERNATIONAL STOCK ETF
Shares30.4K
Event2026-03-31
Filed2026-04-27
SBUX
3.58%STARBUCKS CORP COM
Shares25.8K
Event2026-03-31
Filed2026-04-27
HD
-17.89%HOME DEPOT INC COM
Shares7.0K
Event2026-03-31
Filed2026-04-27
ATI
-1.08%ATI INC COM
Shares15.7K
Event2026-03-31
Filed2026-04-27
HYG
16.22%ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
Shares28.2K
Event2026-03-31
Filed2026-04-27
DIS
1.51%DISNEY WALT CO COM
Shares23.2K
Event2026-03-31
Filed2026-04-27
WM
0.11%WASTE MGMT INC DEL COM
Shares9.4K
Event2026-03-31
Filed2026-04-27
QEFA
-5.81%STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF
Shares23.1K
Event2026-03-31
Filed2026-04-27
EMB
137.80%ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
Shares22.2K
Event2026-03-31
Filed2026-04-27
NEE
-0.07%NEXTERA ENERGY INC COM
Shares22.4K
Event2026-03-31
Filed2026-04-27
EATON CORP PLC SHS
-44.80%EATON CORP PLC SHS
Shares5.8K
Event2026-03-31
Filed2026-04-27
PLD
-1.38%PROLOGIS INC. COM
Shares15.3K
Event2026-03-31
Filed2026-04-27
SHY
12.50%ISHARES 1-3 YEAR TREASURY BOND ETF
Shares24.4K
Event2026-03-31
Filed2026-04-27
PWR
2.25%QUANTA SVCS INC COM
Shares3.6K
Event2026-03-31
Filed2026-04-27
MBB
774.56%ISHARES MBS ETF
Shares21.0K
Event2026-03-31
Filed2026-04-27
CWB
655.94%STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
Shares21.3K
Event2026-03-31
Filed2026-04-27
XEL
-1.25%XCEL ENERGY INC COM
Shares24.5K
Event2026-03-31
Filed2026-04-27
KLAC
-19.02%KLA CORP COM NEW
Shares1.3K
Event2026-03-31
Filed2026-04-27
PEP
2.66%PEPSICO INC COM
Shares12.1K
Event2026-03-31
Filed2026-04-27
MCD
-0.87%MCDONALDS CORP COM
Shares5.9K
Event2026-03-31
Filed2026-04-27
TSM
1.95%TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
Shares5.4K
Event2026-03-31
Filed2026-04-27
LAM RESEARCH CORP COM NEW
-38.16%LAM RESEARCH CORP COM NEW
Shares8.5K
Event2026-03-31
Filed2026-04-27
UNP
-1.04%UNION PAC CORP COM
Shares7.4K
Event2026-03-31
Filed2026-04-27
SPY
-84.23%STATE STREET SPDR S&P 500 ETF
Shares2.8K
Event2026-03-31
Filed2026-04-27
TCAF
-0.15%T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
Shares50.3K
Event2026-03-31
Filed2026-04-27
DUKE ENERGY CORP NEW COM NEW
1.22%DUKE ENERGY CORP NEW COM NEW
Shares13.6K
Event2026-03-31
Filed2026-04-27
LMT
72350.00%LOCKHEED MARTIN CORP COM
Shares2.9K
Event2026-03-31
Filed2026-04-27
XBI
0.26%STATE STREET SPDR S&P BIOTECH ETF
Shares13.7K
Event2026-03-31
Filed2026-04-27
PLTR
53.84%PALANTIR TECHNOLOGIES INC CL A
Shares11.9K
Event2026-03-31
Filed2026-04-27
AEM
2.23%AGNICO EAGLE MINES LTD COM
Shares8.4K
Event2026-03-31
Filed2026-04-27
INVESCO S&P 500 EQUAL WEIGHT ETF
61.85%INVESCO S&P 500 EQUAL WEIGHT ETF
Shares8.7K
Event2026-03-31
Filed2026-04-27
CITIGROUP INC COM NEW
1.84%CITIGROUP INC COM NEW
Shares14.5K
Event2026-03-31
Filed2026-04-27
SON
-13.84%SONOCO PRODS CO COM
Shares29.9K
Event2026-03-31
Filed2026-04-27
UBER
-23.90%UBER TECHNOLOGIES INC COM
Shares22.1K
Event2026-03-31
Filed2026-04-27
JNJ
-0.02%JOHNSON & JOHNSON COM
Shares6.5K
Event2026-03-31
Filed2026-04-27
CRWD
0.72%CROWDSTRIKE HLDGS INC CL A
Shares4.1K
Event2026-03-31
Filed2026-04-27
PG
5.49%PROCTER & GAMBLE CO COM
Shares10.9K
Event2026-03-31
Filed2026-04-27
BA
5.65%BOEING CO COM
Shares7.9K
Event2026-03-31
Filed2026-04-27
CLH
-0.66%CLEAN HARBORS INC COM
Shares5.4K
Event2026-03-31
Filed2026-04-27
ABT
0.24%ABBOTT LABORATORIES COM
Shares15.1K
Event2026-03-31
Filed2026-04-27
IGSB
-0.10%ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
Shares29.1K
Event2026-03-31
Filed2026-04-27
MELI
2.32%MERCADOLIBRE INC COM
Shares881
Event2026-03-31
Filed2026-04-27
PH
-1.00%PARKER-HANNIFIN CORP COM
Shares1.7K
Event2026-03-31
Filed2026-04-27
DELL
-58.74%DELL TECHNOLOGIES INC CL C
Shares9.1K
Event2026-03-31
Filed2026-04-27
MPWR
5.29%MONOLITHIC PWR SYS INC COM
Shares1.3K
Event2026-03-31
Filed2026-04-27
EW
3.53%EDWARDS LIFESCIENCES CORP COM
Shares17.8K
Event2026-03-31
Filed2026-04-27
APH
24768.89%AMPHENOL CORP CL A
Shares11.2K
Event2026-03-31
Filed2026-04-27
ROST
-0.49%ROSS STORES INC COM
Shares6.5K
Event2026-03-31
Filed2026-04-27
SHOP
11.21%SHOPIFY INC CL A SUB VTG SHS
Shares11.8K
Event2026-03-31
Filed2026-04-27
EWC
-3.21%ISHARES MSCI CANADA ETF
Shares25.1K
Event2026-03-31
Filed2026-04-27
DHR
1.25%DANAHER CORP DEL COM
Shares7.2K
Event2026-03-31
Filed2026-04-27
PAVE
-38.32%GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
Shares26.8K
Event2026-03-31
Filed2026-04-27
ORCL
-17.73%ORACLE CORP COM
Shares9.1K
Event2026-03-31
Filed2026-04-27
EWW
-12.95%ISHARES MSCI MEXICO ETF
Shares17.7K
Event2026-03-31
Filed2026-04-27
HOOD
-0.43%ROBINHOOD MKTS INC COM CL A
Shares19.2K
Event2026-03-31
Filed2026-04-27
SNPS
-0.71%SYNOPSYS INC COM
Shares3.4K
Event2026-03-31
Filed2026-04-27
ZROZ
NewPIMCO 25 YEAR ZERO COUPON US TREASURY INDEX EXCHANGE-TRADED FUND
Shares20.8K
Event2026-03-31
Filed2026-04-27
DXJ
-18.76%WISDOMTREE JAPAN HEDGED EQUITY FUND
Shares8.3K
Event2026-03-31
Filed2026-04-27
NKE
65.68%NIKE INC CL B
Shares24.5K
Event2026-03-31
Filed2026-04-27
BIDD
NewISHARES INTERNATIONAL DIVIDEND ACTIVE ETF
Shares44.9K
Event2026-03-31
Filed2026-04-27
SN
-0.56%SHARKNINJA INC COM SHS
Shares12.0K
Event2026-03-31
Filed2026-04-27
HELO
30.65%JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
Shares18.8K
Event2026-03-31
Filed2026-04-27
KMLM
-29.15%KRANESHARES MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF
Shares41.8K
Event2026-03-31
Filed2026-04-27
INDA
6.08%ISHARES MSCI INDIA ETF
Shares24.9K
Event2026-03-31
Filed2026-04-27
TT
-34.74%TRANE TECHNOLOGIES PLC SHS
Shares2.8K
Event2026-03-31
Filed2026-04-27
XLE
-7.15%STATE STREET ENERGY SELECT SECTOR SPDR ETF
Shares18.5K
Event2026-03-31
Filed2026-04-27
GE AEROSPACE COM NEW
9385.71%GE AEROSPACE COM NEW
Shares4.0K
Event2026-03-31
Filed2026-04-27
ARGX
62.43%ARGENX SE SPONSORED ADR
Shares1.5K
Event2026-03-31
Filed2026-04-27
EMR
-0.54%EMERSON ELEC CO COM
Shares8.3K
Event2026-03-31
Filed2026-04-27
ALERIAN MLP ETF
-34.23%ALERIAN MLP ETF
Shares20.6K
Event2026-03-31
Filed2026-04-27
IBM
2.34%INTERNATIONAL BUSINESS MACHS COM
Shares4.4K
Event2026-03-31
Filed2026-04-27
CAT
-27.26%CATERPILLAR INC COM
Shares1.5K
Event2026-03-31
Filed2026-04-27
MLM
-0.56%MARTIN MARIETTA MATLS INC COM
Shares1.8K
Event2026-03-31
Filed2026-04-27
SPOT
24.43%SPOTIFY TECHNOLOGY S A SHS
Shares2.1K
Event2026-03-31
Filed2026-04-27
RACE
-0.58%FERRARI N V COM
Shares3.1K
Event2026-03-31
Filed2026-04-27
IDXX
-0.55%IDEXX LABS INC COM
Shares1.8K
Event2026-03-31
Filed2026-04-27
XLK
-31.67%STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares7.5K
Event2026-03-31
Filed2026-04-27
JEPI
0.55%JPMORGAN EQUITY PREMIUM INCOME ETF
Shares17.5K
Event2026-03-31
Filed2026-04-27
FCX
24743.28%FREEPORT MCMORAN INC CL B
Shares16.6K
Event2026-03-31
Filed2026-04-27
TDG
-0.59%TRANSDIGM GROUP INC COM
Shares844
Event2026-03-31
Filed2026-04-27
HEI
-0.56%HEICO CORP NEW COM
Shares3.5K
Event2026-03-31
Filed2026-04-27
PAGS
-0.67%PAGSEGURO DIGITAL LTD COM CL A
Shares96.2K
Event2026-03-31
Filed2026-04-27
SNOW
0.69%SNOWFLAKE INC COM SHS
Shares6.3K
Event2026-03-31
Filed2026-04-27
VMC
-0.48%VULCAN MATLS CO COM
Shares3.3K
Event2026-03-31
Filed2026-04-27
XYL
-0.49%XYLEM INC COM
Shares7.2K
Event2026-03-31
Filed2026-04-27
EMXC
-14.32%ISHARES MSCI EMERGING MARKETS EX CHINA ETF
Shares10.6K
Event2026-03-31
Filed2026-04-27
IBN
122.88%ICICI BANK LIMITED ADR
Shares31.5K
Event2026-03-31
Filed2026-04-27
IBB
534.74%ISHARES BIOTECHNOLOGY ETF
Shares4.8K
Event2026-03-31
Filed2026-04-27
PSX
-6.72%PHILLIPS 66 COM
Shares4.5K
Event2026-03-31
Filed2026-04-27
SMH
-0.75%VANECK SEMICONDUCTOR ETF
Shares2.1K
Event2026-03-31
Filed2026-04-27
TIP
281.72%ISHARES TIPS BOND ETF
Shares7.1K
Event2026-03-31
Filed2026-04-27
XLB
-5.03%STATE STREET MATERIALS SELECT SECTOR SPDR ETF
Shares15.5K
Event2026-03-31
Filed2026-04-27
XLU
2.46%STATE STREET UTILITIES SELECT SECTOR SPDR ETF
Shares16.9K
Event2026-03-31
Filed2026-04-27
PSTL
-13.20%POSTAL REALTY TRUST INC CL A
Shares40.7K
Event2026-03-31
Filed2026-04-27
ITA
-9.48%ISHARES U.S. AEROSPACE & DEFENSE ETF
Shares3.4K
Event2026-03-31
Filed2026-04-27
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL CL A
Shares1
Event2026-03-31
Filed2026-04-27
VIK
-6.27%VIKING HOLDINGS LTD ORD SHS
Shares9.7K
Event2026-03-31
Filed2026-04-27
CRM
12.89%SALESFORCE INC COM
Shares3.7K
Event2026-03-31
Filed2026-04-27
PNC
2444.36%PNC FINL SVCS GROUP INC COM
Shares3.4K
Event2026-03-31
Filed2026-04-27
LENS
NewSARMAYA THEMATIC ETF
Shares15.0K
Event2026-03-31
Filed2026-04-27
EWS
-1.83%ISHARES MSCI SINGAPORE ETF
Shares24.2K
Event2026-03-31
Filed2026-04-27
GS
-9.72%GOLDMAN SACHS GROUP INC COM
Shares799
Event2026-03-31
Filed2026-04-27
KRE
NewSTATE STREET SPDR S&P REGIONAL BANKING ETF
Shares10.2K
Event2026-03-31
Filed2026-04-27
AOR
-18.16%ISHARES CORE 60/40 BALANCED ALLOCATION ETF
Shares10.1K
Event2026-03-31
Filed2026-04-27
VGK
-5.93%VANGUARD FTSE EUROPE ETF
Shares7.8K
Event2026-03-31
Filed2026-04-27
VNM
-1.95%VANECK VIETNAM ETF
Shares37.3K
Event2026-03-31
Filed2026-04-27
JCI
-17.60%JOHNSON CTLS INTL PLC SHS
Shares4.9K
Event2026-03-31
Filed2026-04-27
DLR
-0.76%DIGITAL RLTY TR INC COM
Shares3.5K
Event2026-03-31
Filed2026-04-27
EUAD
-0.50%SELECT STOXX EUROPE AEROSPACE & DEFENSE ETF
Shares15.7K
Event2026-03-31
Filed2026-04-27
PRIM
30.71%PRIMORIS SVCS CORP COM
Shares4.4K
Event2026-03-31
Filed2026-04-27
DE
-21.75%DEERE & CO COM
Shares1.1K
Event2026-03-31
Filed2026-04-27
LOW
4949.02%LOWES COS INC COM
Shares2.6K
Event2026-03-31
Filed2026-04-27
CYTK
NewCYTOKINETICS INC COM NEW
Shares9.2K
Event2026-03-31
Filed2026-04-27
SHV
NewISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
Shares5.5K
Event2026-03-31
Filed2026-04-27
DVY
-3.38%ISHARES SELECT DIVIDEND ETF
Shares3.8K
Event2026-03-31
Filed2026-04-27
BKLN
NewINVESCO SENIOR LOAN ETF
Shares28.4K
Event2026-03-31
Filed2026-04-27
JAVA
0.00%JPMORGAN ACTIVE VALUE ETF
Shares8.0K
Event2026-03-31
Filed2026-04-27
IGV
-38.84%ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
Shares7.1K
Event2026-03-31
Filed2026-04-27
XLI
-0.17%STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
Shares3.5K
Event2026-03-31
Filed2026-04-27
SHLD
-14.00%GLOBAL X DEFENSE TECH ETF
Shares7.6K
Event2026-03-31
Filed2026-04-27
RJF
4.85%RAYMOND JAMES FINL INC COM
Shares3.7K
Event2026-03-31
Filed2026-04-27
AVAV
31.50%AEROVIRONMENT INC COM
Shares2.8K
Event2026-03-31
Filed2026-04-27
PEG
-9.42%PUBLIC SVC ENTERPRISE GROUP COM
Shares6.2K
Event2026-03-31
Filed2026-04-27
MP
6357.23%MP MATERIALS CORP COM CL A
Shares10.3K
Event2026-03-31
Filed2026-04-27
ADBE
-0.05%ADOBE INC COM
Shares2.0K
Event2026-03-31
Filed2026-04-27
MUB
-1.27%ISHARES NATIONAL MUNI BOND ETF
Shares4.5K
Event2026-03-31
Filed2026-04-27
VIG
0.42%VANGUARD DIVIDEND APPRECIATION ETF
Shares2.2K
Event2026-03-31
Filed2026-04-27
IWD
94.91%ISHARES RUSSELL 1000 VALUE ETF
Shares2.1K
Event2026-03-31
Filed2026-04-27
SOFI
4555.67%SOFI TECHNOLOGIES INC COM
Shares27.9K
Event2026-03-31
Filed2026-04-27
BIL
-29.03%STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
Shares4.7K
Event2026-03-31
Filed2026-04-27
VST
1.30%VISTRA CORP COM
Shares2.6K
Event2026-03-31
Filed2026-04-27
BSX
6.35%BOSTON SCIENTIFIC CORP COM
Shares6.1K
Event2026-03-31
Filed2026-04-27
COF
5658.82%CAPITAL ONE FINL CORP COM
Shares2.0K
Event2026-03-31
Filed2026-04-27
AOA
-7.48%ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF
Shares3.9K
Event2026-03-31
Filed2026-04-27
VANGUARD S&P 500 ETF
10.29%VANGUARD S&P 500 ETF
Shares568
Event2026-03-31
Filed2026-04-27
JGRO
0.00%JPMORGAN ACTIVE GROWTH ETF
Shares4.0K
Event2026-03-31
Filed2026-04-27
IDA
0.00%IDACORP INC COM
Shares2.3K
Event2026-03-31
Filed2026-04-27
DJP
-74.70%IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN
Shares6.3K
Event2026-03-31
Filed2026-04-27
IEF
-93.30%ISHARES 7-10 YEAR TREASURY BOND ETF
Shares3.1K
Event2026-03-31
Filed2026-04-27
ZTS
16.43%ZOETIS INC CL A
Shares2.4K
Event2026-03-31
Filed2026-04-27
OILK
NewPROSHARES K-1 FREE CRUDE OIL ETF OF BENEF INTEREST
Shares5.2K
Event2026-03-31
Filed2026-04-27
CALF
-0.30%PACER US SMALL CAP CASH COWS ETF
Shares6.1K
Event2026-03-31
Filed2026-04-27
XLF
2.89%STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Shares5.5K
Event2026-03-31
Filed2026-04-27
VEU
-61.09%VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
Shares3.5K
Event2026-03-31
Filed2026-04-27
ITOT
0.00%ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
Shares1.7K
Event2026-03-31
Filed2026-04-27
ALPHABET INC CAP STK CL C
0.00%ALPHABET INC CAP STK CL C
Shares837
Event2026-03-31
Filed2026-04-27
CELESTICA INC COM
-0.49%CELESTICA INC COM
Shares819
Event2026-03-31
Filed2026-04-27
IWC
-64.60%ISHARES MICRO-CAP ETF
Shares1.4K
Event2026-03-31
Filed2026-04-27
ICF
NewISHARES SELECT U.S. REIT ETF
Shares3.5K
Event2026-03-31
Filed2026-04-27
SPHQ
-23.10%INVESCO S&P 500 QUALITY ETF
Shares2.7K
Event2026-03-31
Filed2026-04-27
XLP
3.75%STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
Shares2.3K
Event2026-03-31
Filed2026-04-27
RSG
0.00%REPUBLIC SVCS INC COM
Shares814
Event2026-03-31
Filed2026-04-27
IRM
0.00%IRON MTN INC DEL COM
Shares1.7K
Event2026-03-31
Filed2026-04-27
TSLA
-2.26%TESLA INC COM
Shares433
Event2026-03-31
Filed2026-04-27
VCSH
-8.71%VANGUARD SHORT-TERM CORPORATE BOND ETF
Shares1.9K
Event2026-03-31
Filed2026-04-27
INVESCO S&P 500 LOW VOLATILITY ETF
0.00%INVESCO S&P 500 LOW VOLATILITY ETF
Shares2.0K
Event2026-03-31
Filed2026-04-27
VZ
4.56%VERIZON COMMUNICATIONS INC COM
Shares2.9K
Event2026-03-31
Filed2026-04-27
SDY
0.00%STATE STREET SPDR S&P DIVIDEND ETF
Shares969
Event2026-03-31
Filed2026-04-27
BP
0.00%BP PLC SPONSORED ADR
Shares2.9K
Event2026-03-31
Filed2026-04-27
PFF
-0.56%ISHARES PREFERRED & INCOME SECURITIES ETF
Shares4.5K
Event2026-03-31
Filed2026-04-27
INVESCO QQQ TRUST SERIES I
-82.84%INVESCO QQQ TRUST SERIES I
Shares220
Event2026-03-31
Filed2026-04-27
IBKR
0.83%INTERACTIVE BROKERS GROUP INC COM CL A
Shares1.8K
Event2026-03-31
Filed2026-04-27
XLY
-7.77%STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
Shares1.1K
Event2026-03-31
Filed2026-04-27
IWN
0.00%ISHARES RUSSELL 2000 VALUE ETF
Shares600
Event2026-03-31
Filed2026-04-27
NBIS
0.00%NEBIUS GROUP N.V. SHS CLASS A
Shares1.1K
Event2026-03-31
Filed2026-04-27
BIP
0.00%BROOKFIELD INFRASTRUCTURE PART LP INT UNIT
Shares3.1K
Event2026-03-31
Filed2026-04-27
MARVELL TECHNOLOGY INC COM
0.00%MARVELL TECHNOLOGY INC COM
Shares1.1K
Event2026-03-31
Filed2026-04-27
ORLY
-26.45%OREILLY AUTOMOTIVE INC COM
Shares1.1K
Event2026-03-31
Filed2026-04-27
REGN
0.00%REGENERON PHARMACEUTICALS COM
Shares128
Event2026-03-31
Filed2026-04-27
AFRM
NewAFFIRM HLDGS INC COM CL A
Shares2.1K
Event2026-03-31
Filed2026-04-27
QXO
0.00%QXO INC COM NEW
Shares5.0K
Event2026-03-31
Filed2026-04-27
MINT
0.00%PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
Shares920
Event2026-03-31
Filed2026-04-27
AMERICA MOVIL SAB DE CV SPON ADS RP CL B
0.00%AMERICA MOVIL SAB DE CV SPON ADS RP CL B
Shares3.6K
Event2026-03-31
Filed2026-04-27
TSCO
-0.25%TRACTOR SUPPLY CO COM
Shares2.0K
Event2026-03-31
Filed2026-04-27
WSM
-89.95%WILLIAMS SONOMA INC COM
Shares501
Event2026-03-31
Filed2026-04-27
SPYV
0.00%STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
Shares1.5K
Event2026-03-31
Filed2026-04-27
PFE
-89.55%PFIZER INC COM
Shares2.9K
Event2026-03-31
Filed2026-04-27
DDWM
84.06%WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND
Shares1.9K
Event2026-03-31
Filed2026-04-27
CEG
-0.34%CONSTELLATION ENERGY CORP COM
Shares290
Event2026-03-31
Filed2026-04-27
XOM
0.00%EXXON MOBIL CORP COM
Shares467
Event2026-03-31
Filed2026-04-27
PPL
0.00%PPL CORP COM
Shares2.0K
Event2026-03-31
Filed2026-04-27
BLACKROCK INC COM
0.00%BLACKROCK INC COM
Shares80
Event2026-03-31
Filed2026-04-27
VHT
0.00%VANGUARD HEALTH CARE ETF
Shares275
Event2026-03-31
Filed2026-04-27
EFX
0.74%EQUIFAX INC COM
Shares407
Event2026-03-31
Filed2026-04-27
CL
-1.86%COLGATE PALMOLIVE CO COM
Shares792
Event2026-03-31
Filed2026-04-27
PM
0.00%PHILIP MORRIS INTL INC COM
Shares407
Event2026-03-31
Filed2026-04-27
PDBC
0.00%INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
Shares3.7K
Event2026-03-31
Filed2026-04-27
KO
0.00%COCA COLA CO COM
Shares840
Event2026-03-31
Filed2026-04-27
CMCSA
0.52%COMCAST CORP NEW CL A
Shares2.1K
Event2026-03-31
Filed2026-04-27
GENERAL DYNAMICS CORP COM
0.00%GENERAL DYNAMICS CORP COM
Shares164
Event2026-03-31
Filed2026-04-27
CHD
-1.64%CHURCH & DWIGHT CO INC COM
Shares600
Event2026-03-31
Filed2026-04-27
AEP
0.00%AMERICAN ELEC PWR CO INC COM
Shares423
Event2026-03-31
Filed2026-04-27
AMGN
0.00%AMGEN INC COM
Shares156
Event2026-03-31
Filed2026-04-27
CGNX
0.00%COGNEX CORP COM
Shares1.0K
Event2026-03-31
Filed2026-04-27
RTX
0.00%RTX CORPORATION COM
Shares251
Event2026-03-31
Filed2026-04-27
SCHW
0.00%SCHWAB CHARLES CORP COM
Shares515
Event2026-03-31
Filed2026-04-27
PFS
0.00%PROVIDENT FINL SVCS INC COM
Shares2.2K
Event2026-03-31
Filed2026-04-27
MMM
1.37%3M CO COM
Shares295
Event2026-03-31
Filed2026-04-27
EXC
0.00%EXELON CORP COM
Shares867
Event2026-03-31
Filed2026-04-27
MAR
0.00%MARRIOTT INTL INC NEW CL A
Shares128
Event2026-03-31
Filed2026-04-27
YUM
0.00%YUM BRANDS INC COM
Shares244
Event2026-03-31
Filed2026-04-27
PROSHARES SHORT S&P500
0.00%PROSHARES SHORT S&P500
Shares1.0K
Event2026-03-31
Filed2026-04-27
IBIT
-92.02%ISHARES BITCOIN TRUST ETF
Shares972
Event2026-03-31
Filed2026-04-27
EWY
0.00%ISHARES MSCI SOUTH KOREA ETF
Shares300
Event2026-03-31
Filed2026-04-27
MEDTRONIC PLC SHS
0.00%MEDTRONIC PLC SHS
Shares422
Event2026-03-31
Filed2026-04-27
UAL
0.00%UNITED AIRLS HLDGS INC COM
Shares388
Event2026-03-31
Filed2026-04-27
SO
1.55%SOUTHERN CO COM
Shares327
Event2026-03-31
Filed2026-04-27
QBTS
0.00%D-WAVE QUANTUM INC COM
Shares2.1K
Event2026-03-31
Filed2026-04-27
OKLO
0.00%OKLO INC COM CL A
Shares610
Event2026-03-31
Filed2026-04-27
ABNB
585.29%AIRBNB INC COM CL A
Shares233
Event2026-03-31
Filed2026-04-27
DAL
0.00%DELTA AIR LINES INC COM NEW
Shares438
Event2026-03-31
Filed2026-04-27
MO
0.00%ALTRIA GROUP INC COM
Shares422
Event2026-03-31
Filed2026-04-27
EMN
0.00%EASTMAN CHEM CO COM
Shares364
Event2026-03-31
Filed2026-04-27
BDX
-3.31%BECTON DICKINSON & CO COM
Shares175
Event2026-03-31
Filed2026-04-27
LVHD
-8.16%FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF
Shares630
Event2026-03-31
Filed2026-04-27
T
6.00%AT&T INC COM
Shares883
Event2026-03-31
Filed2026-04-27
IJR
0.00%ISHARES CORE S&P SMALL CAP ETF
Shares204
Event2026-03-31
Filed2026-04-27
F
0.00%FORD MTR CO COM
Shares2.2K
Event2026-03-31
Filed2026-04-27
IVV
-26.92%ISHARES CORE S&P 500 ETF
Shares38
Event2026-03-31
Filed2026-04-27
ARQT
0.00%ARCUTIS BIOTHERAPEUTICS INC COM
Shares1.0K
Event2026-03-31
Filed2026-04-27
HON
0.00%HONEYWELL INTL INC COM
Shares102
Event2026-03-31
Filed2026-04-27
COWZ
0.00%PACER US CASH COWS 100 ETF
Shares359
Event2026-03-31
Filed2026-04-27
AIQ
0.00%GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
Shares468
Event2026-03-31
Filed2026-04-27
PKBK
0.00%PARKE BANCORP INC COM
Shares763
Event2026-03-31
Filed2026-04-27
HRB
0.00%BLOCK H & R INC COM
Shares676
Event2026-03-31
Filed2026-04-27
SPUS
0.00%SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF
Shares440
Event2026-03-31
Filed2026-04-27
VCIT
-19.23%VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
Shares252
Event2026-03-31
Filed2026-04-27
VLTO
-18.47%VERALTO CORP COM SHS
Shares234
Event2026-03-31
Filed2026-04-27
OCFC
0.00%OCEANFIRST FINL CORP COM
Shares1.1K
Event2026-03-31
Filed2026-04-27
TM
0.00%TOYOTA MOTOR CORP ADS
Shares100
Event2026-03-31
Filed2026-04-27
CMG
6.55%CHIPOTLE MEXICAN GRILL INC COM
Shares618
Event2026-03-31
Filed2026-04-27
ITT INC COM
0.00%ITT INC COM
Shares100
Event2026-03-31
Filed2026-04-27
CSCO
0.00%CISCO SYS INC COM
Shares244
Event2026-03-31
Filed2026-04-27
AJG
-1.14%GALLAGHER ARTHUR J & CO COM
Shares87
Event2026-03-31
Filed2026-04-27
ESGV
NewVANGUARD ESG U.S. STOCK ETF
Shares166
Event2026-03-31
Filed2026-04-27
XLC
-27.75%STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
Shares164
Event2026-03-31
Filed2026-04-27
XLRE
NewSTATE STREET REAL ESTATE SELECT SECTOR SPDR ETF
Shares445
Event2026-03-31
Filed2026-04-27
PGF
0.00%INVESCO FINANCIAL PREFERRED ETF
Shares1.3K
Event2026-03-31
Filed2026-04-27
XAR
NewSTATE STREET SPDR S&P AEROSPACE & DEFENSE ETF
Shares70
Event2026-03-31
Filed2026-04-27
SONY
0.00%SONY GROUP CORP SPONSORED ADR
Shares800
Event2026-03-31
Filed2026-04-27
JOBY
100.00%JOBY AVIATION INC COMMON STOCK
Shares2.0K
Event2026-03-31
Filed2026-04-27
MDLZ
11.60%MONDELEZ INTL INC CL A
Shares279
Event2026-03-31
Filed2026-04-27
FRANKLIN PENNSYLVANIA MUNICIPAL INCOME ETF
0.00%FRANKLIN PENNSYLVANIA MUNICIPAL INCOME ETF
Shares1.8K
Event2026-03-31
Filed2026-04-27
MPW
0.00%MEDICAL PROPERTIES TRUST INC COM
Shares3.3K
Event2026-03-31
Filed2026-04-27
ALLW
0.00%STATE STREET BRIDGEWATER ALL WEATHER ETF
Shares500
Event2026-03-31
Filed2026-04-27
MU
7.69%MICRON TECHNOLOGY INC COM
Shares42
Event2026-03-31
Filed2026-04-27
NAK
0.00%NORTHERN DYNASTY MINERALS LTD COM NEW
Shares10.0K
Event2026-03-31
Filed2026-04-27
INTC
3.72%INTEL CORP COM
Shares307
Event2026-03-31
Filed2026-04-27
YUMC
4.58%YUM CHINA HLDGS INC COM
Shares251
Event2026-03-31
Filed2026-04-27
GBTC
-97.15%GRAYSCALE BITCOIN TRUST ETF
Shares228
Event2026-03-31
Filed2026-04-27
VANGUARD TOTAL INFLATION-PROTECTED SECURITIES ETF
0.00%VANGUARD TOTAL INFLATION-PROTECTED SECURITIES ETF
Shares155
Event2026-03-31
Filed2026-04-27
WY
0.00%WEYERHAEUSER CO COM NEW
Shares458
Event2026-03-31
Filed2026-04-27
MRP
0.00%MILLROSE PPTYS INC COM CL A
Shares393
Event2026-03-31
Filed2026-04-27
DDOG
-99.20%DATADOG INC CL A COM
Shares93
Event2026-03-31
Filed2026-04-27
METU
NewDIREXION DAILY META BULL 2X ETF
Shares482
Event2026-03-31
Filed2026-04-27
D
33.33%DOMINION ENERGY INC COM
Shares168
Event2026-03-31
Filed2026-04-27
ACHR
0.00%ARCHER AVIATION INC COM CL A
Shares2.0K
Event2026-03-31
Filed2026-04-27
CARR
-2.70%CARRIER GLOBAL CORPORATION COM
Shares180
Event2026-03-31
Filed2026-04-27
CAIE
0.00%CALAMOS AUTOCALLABLE INCOME ETF
Shares400
Event2026-03-31
Filed2026-04-27
GNRC
0.00%GENERAC HLDGS INC COM
Shares49
Event2026-03-31
Filed2026-04-27
ZBH
0.00%ZIMMER BIOMET HOLDINGS INC COM
Shares105
Event2026-03-31
Filed2026-04-27
NOW
-98.28%SERVICENOW INC COM
Shares90
Event2026-03-31
Filed2026-04-27
FXY
NewINVESCO CURRENCYSHARES JAPANESE YEN TRUST
Shares150
Event2026-03-31
Filed2026-04-27
JAMES HARDIE INDS PLC ORD SHS
0.00%JAMES HARDIE INDS PLC ORD SHS
Shares450
Event2026-03-31
Filed2026-04-27
OPPJ
NewWISDOMTREE JAPAN OPPORTUNITIES FUND
Shares150
Event2026-03-31
Filed2026-04-27
UNH
-9.09%UNITEDHEALTH GROUP INC COM
Shares30
Event2026-03-31
Filed2026-04-27
VSGX
NewVANGUARD ESG INTERNATIONAL STOCK ETF
Shares112
Event2026-03-31
Filed2026-04-27
PRU
-10.99%PRUDENTIAL FINL INC COM
Shares81
Event2026-03-31
Filed2026-04-27
DEFINIUM THERAPEUTICS INC COM SHS
NewDEFINIUM THERAPEUTICS INC COM SHS
Shares416
Event2026-03-31
Filed2026-04-27
WDC
-3.45%WESTERN DIGITAL CORP COM
Shares28
Event2026-03-31
Filed2026-04-27
LINDE PLC SHS
25.00%LINDE PLC SHS
Shares15
Event2026-03-31
Filed2026-04-27
INNOVATOR S&P INVESTMENT GRADE PREFERRED ETF
0.00%INNOVATOR S&P INVESTMENT GRADE PREFERRED ETF
Shares443
Event2026-03-31
Filed2026-04-27
TMUS
-98.71%T-MOBILE US INC COM
Shares34
Event2026-03-31
Filed2026-04-27
NASSAU COS NEW YORK 7.45 QUIBS 2032
0.00%NASSAU COS NEW YORK 7.45 QUIBS 2032
Shares400
Event2026-03-31
Filed2026-04-27
AOK
0.00%ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF
Shares176
Event2026-03-31
Filed2026-04-27
TFC
2.68%TRUIST FINL CORP COM
Shares153
Event2026-03-31
Filed2026-04-27
QCOM
-15.87%QUALCOMM INC COM
Shares53
Event2026-03-31
Filed2026-04-27
WAT
NewWATERS CORP COM
Shares23
Event2026-03-31
Filed2026-04-27
GILD
0.00%GILEAD SCIENCES INC COM
Shares48
Event2026-03-31
Filed2026-04-27
PACIFIC GAS & ELEC CO PFD 1ST 5.50
0.00%PACIFIC GAS & ELEC CO PFD 1ST 5.50
Shares300
Event2026-03-31
Filed2026-04-27
FDLO
-99.51%FIDELITY LOW VOLATILITY FACTOR ETF
Shares95
Event2026-03-31
Filed2026-04-27
LULU
-14.89%LULULEMON ATHLETICA INC COM
Shares40
Event2026-03-31
Filed2026-04-27
BITMINE IMMERSION TECNOLOGIES COM NEW
0.00%BITMINE IMMERSION TECNOLOGIES COM NEW
Shares300
Event2026-03-31
Filed2026-04-27
WBD
0.00%WARNER BROS DISCOVERY INC COM SER A
Shares212
Event2026-03-31
Filed2026-04-27
IONQ
0.00%IONQ INC COM
Shares200
Event2026-03-31
Filed2026-04-27
XHR
0.00%XENIA HOTELS & RESORTS INC COM
Shares387
Event2026-03-31
Filed2026-04-27
IVT
0.00%INVENTRUST PPTYS CORP COM NEW
Shares181
Event2026-03-31
Filed2026-04-27
BOOT
0.00%BOOT BARN HLDGS INC COM
Shares37
Event2026-03-31
Filed2026-04-27
VKTX
0.00%VIKING THERAPEUTICS INC COM
Shares165
Event2026-03-31
Filed2026-04-27
BMY
0.00%BRISTOL-MYERS SQUIBB CO COM
Shares88
Event2026-03-31
Filed2026-04-27
AMT
66.67%AMERICAN TOWER CORP COM
Shares30
Event2026-03-31
Filed2026-04-27
DEMANT A/S SHS
0.00%DEMANT A/S SHS
Shares169
Event2026-03-31
Filed2026-04-27
SDG
0.00%ISHARES MSCI GLOBAL SUSTAINABLE DEVELOPMENT GOALS ETF
Shares60
Event2026-03-31
Filed2026-04-27
DPZ
0.00%DOMINOS PIZZA INC COM
Shares14
Event2026-03-31
Filed2026-04-27
CAVA
14.81%CAVA GROUP INC COM
Shares62
Event2026-03-31
Filed2026-04-27
KKR & CO INC COM
22.73%KKR & CO INC COM
Shares54
Event2026-03-31
Filed2026-04-27
SHAK
-41.67%SHAKE SHACK INC CL A
Shares56
Event2026-03-31
Filed2026-04-27
QQQJ
0.00%INVESCO NASDAQ NEXT GEN 100 ETF
Shares135
Event2026-03-31
Filed2026-04-27
CFG
-27.27%CITIZENS FINL GROUP INC COM
Shares80
Event2026-03-31
Filed2026-04-27
TGT
2.56%TARGET CORP COM
Shares40
Event2026-03-31
Filed2026-04-27
NOBL
0.00%PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
Shares45
Event2026-03-31
Filed2026-04-27
COP
0.00%CONOCOPHILLIPS COM
Shares35
Event2026-03-31
Filed2026-04-27
ISRG
0.00%INTUITIVE SURGICAL INC COM NEW
Shares10
Event2026-03-31
Filed2026-04-27
CB
0.00%CHUBB LTD SWITZ COM
Shares14
Event2026-03-31
Filed2026-04-27
WELL
43.75%WELLTOWER INC COM
Shares23
Event2026-03-31
Filed2026-04-27
COIN
30.00%COINBASE GLOBAL INC COM CL A
Shares26
Event2026-03-31
Filed2026-04-27
IWP
0.00%ISHARES RUSSELL MID-CAP GROWTH ETF
Shares35
Event2026-03-31
Filed2026-04-27
VIOG
0.00%VANGUARD S&P SMALL-CAP 600 GROWTH ETF
Shares36
Event2026-03-31
Filed2026-04-27
AMPX
17.86%AMPRIUS TECHNOLOGIES INC COMMON STOCK
Shares264
Event2026-03-31
Filed2026-04-27
GLW
0.00%CORNING INC COM
Shares32
Event2026-03-31
Filed2026-04-27
NEM
0.00%NEWMONT CORP COM
Shares40
Event2026-03-31
Filed2026-04-27
MSCI
-99.69%MSCI INC COM
Shares8
Event2026-03-31
Filed2026-04-27
FXI
0.00%ISHARES CHINA LARGE-CAP ETF
Shares120
Event2026-03-31
Filed2026-04-27
OXY
0.00%OCCIDENTAL PETE CORP COM
Shares66
Event2026-03-31
Filed2026-04-27
SYK
30.00%STRYKER CORPORATION COM
Shares13
Event2026-03-31
Filed2026-04-27
SRTA
0.00%STRATA CRITICAL MEDICAL INC CL A COM
Shares1.0K
Event2026-03-31
Filed2026-04-27
PYPL
-5.26%PAYPAL HLDGS INC COM
Shares90
Event2026-03-31
Filed2026-04-27
KEYS
-65.00%KEYSIGHT TECHNOLOGIES INC COM
Shares14
Event2026-03-31
Filed2026-04-27
EQIX
0.00%EQUINIX INC COM
Shares4
Event2026-03-31
Filed2026-04-27
VPG
0.00%VISHAY PRECISION GROUP INC COM
Shares90
Event2026-03-31
Filed2026-04-27
ETSY
0.00%ETSY INC COM
Shares78
Event2026-03-31
Filed2026-04-27
VOT
0.00%VANGUARD MID-CAP GROWTH ETF
Shares15
Event2026-03-31
Filed2026-04-27
AUR
0.00%AURORA INNOVATION INC CLASS A COM
Shares936
Event2026-03-31
Filed2026-04-27
SMTC
0.00%SEMTECH CORP COM
Shares50
Event2026-03-31
Filed2026-04-27
HTUS
0.00%CAPITOL SERIES TRUST - HULL TACTICAL US ETF
Shares100
Event2026-03-31
Filed2026-04-27
BLACKSTONE INC COM
-37.74%BLACKSTONE INC COM
Shares33
Event2026-03-31
Filed2026-04-27
BITWISE CRYPTO INDUSTRY INNOVATORS ETF
-60.00%BITWISE CRYPTO INDUSTRY INNOVATORS ETF
Shares200
Event2026-03-31
Filed2026-04-27
ADP
12.50%AUTOMATIC DATA PROCESSING INC COM
Shares18
Event2026-03-31
Filed2026-04-27
RCL
0.00%ROYAL CARIBBEAN GROUP COM
Shares13
Event2026-03-31
Filed2026-04-27
ELVR
0.00%ELEVRA LITHIUM LTD SPONSORED ADS
Shares60
Event2026-03-31
Filed2026-04-27
AFL
0.00%AFLAC INC COM
Shares32
Event2026-03-31
Filed2026-04-27
HAL
0.00%HALLIBURTON CO COM
Shares90
Event2026-03-31
Filed2026-04-27
CPRT
3.00%COPART INC COM
Shares103
Event2026-03-31
Filed2026-04-27
ETHE
-83.33%GRAYSCALE ETHEREUM STAKING ETF
Shares200
Event2026-03-31
Filed2026-04-27
AAOI
NewAPPLIED OPTOELECTRONICS INC COM
Shares40
Event2026-03-31
Filed2026-04-27
CVS
-9.62%CVS HEALTH CORP COM
Shares47
Event2026-03-31
Filed2026-04-27
APA CORPORATION COM
0.00%APA CORPORATION COM
Shares79
Event2026-03-31
Filed2026-04-27
HLT
0.00%HILTON WORLDWIDE HLDGS INC COM
Shares11
Event2026-03-31
Filed2026-04-27
IT
425.00%GARTNER INC COM
Shares21
Event2026-03-31
Filed2026-04-27
MGK
NewVANGUARD MEGA CAP GROWTH ETF
Shares9
Event2026-03-31
Filed2026-04-27
BBW
0.00%BUILD-A-BEAR WORKSHOP INC COM
Shares88
Event2026-03-31
Filed2026-04-27
CMI
0.00%CUMMINS INC COM
Shares6
Event2026-03-31
Filed2026-04-27
HYMB
40.22%STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF
Shares129
Event2026-03-31
Filed2026-04-27
PGR
-11.11%PROGRESSIVE CORP COM
Shares16
Event2026-03-31
Filed2026-04-27
KWEB
-68.10%KRANESHARES CSI CHINA INTERNET ETF
Shares111
Event2026-03-31
Filed2026-04-27
ULTA
0.00%ULTA BEAUTY INC COM
Shares6
Event2026-03-31
Filed2026-04-27
ETHA
-23.83%ISHARES ETHEREUM TRUST ETF
Shares195
Event2026-03-31
Filed2026-04-27
NVS
0.00%NOVARTIS AG SPONSORED ADR
Shares20
Event2026-03-31
Filed2026-04-27
MCO
0.00%MOODYS CORP COM
Shares7
Event2026-03-31
Filed2026-04-27
INTU
-93.64%INTUIT COM
Shares7
Event2026-03-31
Filed2026-04-27
CTA
0.00%SIMPLIFY MANAGED FUTURES STRATEGY ETF
Shares100
Event2026-03-31
Filed2026-04-27
IBRX
NewIMMUNITYBIO INC COM
Shares393
Event2026-03-31
Filed2026-04-27
DOW
7.46%DOW HLDGS INC COM
Shares72
Event2026-03-31
Filed2026-04-27
NFBK
0.00%NORTHFIELD BANCORP INC DEL COM
Shares220
Event2026-03-31
Filed2026-04-27
VERSANT MEDIA GROUP INC COM CL A
NewVERSANT MEDIA GROUP INC COM CL A
Shares80
Event2026-03-31
Filed2026-04-27
SOXX
0.00%ISHARES SEMICONDUCTOR ETF
Shares9
Event2026-03-31
Filed2026-04-27
CME
0.00%CME GROUP INC COM
Shares10
Event2026-03-31
Filed2026-04-27
BIIB
0.00%BIOGEN INC COM
Shares16
Event2026-03-31
Filed2026-04-27
ODFL
50.00%OLD DOMINION FREIGHT LINE INC COM
Shares15
Event2026-03-31
Filed2026-04-27
URI
0.00%UNITED RENTALS INC COM
Shares4
Event2026-03-31
Filed2026-04-27
SHW
-18.18%SHERWIN WILLIAMS CO COM
Shares9
Event2026-03-31
Filed2026-04-27
ITW
0.00%ILLINOIS TOOL WKS INC COM
Shares11
Event2026-03-31
Filed2026-04-27
BK
0.00%BANK NEW YORK MELLON CORP COM
Shares24
Event2026-03-31
Filed2026-04-27
HCA
0.00%HCA HEALTHCARE INC COM
Shares6
Event2026-03-31
Filed2026-04-27
GM
0.00%GENERAL MTRS CO COM
Shares38
Event2026-03-31
Filed2026-04-27
ICE
0.00%INTERCONTINENTAL EXCHANGE INC COM
Shares18
Event2026-03-31
Filed2026-04-27
IJS
0.00%ISHARES S&P SMALL-CAP 600 VALUE ETF
Shares24
Event2026-03-31
Filed2026-04-27
STANLEY BLACK & DECKER INC COM
0.00%STANLEY BLACK & DECKER INC COM
Shares39
Event2026-03-31
Filed2026-04-27
FTNT
78.95%FORTINET INC COM
Shares34
Event2026-03-31
Filed2026-04-27
HWM
0.00%HOWMET AEROSPACE INC COM
Shares12
Event2026-03-31
Filed2026-04-27
PAYX
50.00%PAYCHEX INC COM
Shares30
Event2026-03-31
Filed2026-04-27
NOC
0.00%NORTHROP GRUMMAN CORP COM
Shares4
Event2026-03-31
Filed2026-04-27
CRWV
0.00%COREWEAVE INC COM CL A
Shares35
Event2026-03-31
Filed2026-04-27
CELH
0.00%CELSIUS HLDGS INC COM NEW
Shares76
Event2026-03-31
Filed2026-04-27
VRTX
0.00%VERTEX PHARMACEUTICALS INC COM
Shares6
Event2026-03-31
Filed2026-04-27
ROBO
0.00%ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF
Shares39
Event2026-03-31
Filed2026-04-27
VTEB
6.00%VANGUARD TAX-EXEMPT BOND ETF
Shares53
Event2026-03-31
Filed2026-04-27
TSPA
0.00%T. ROWE PRICE U.S. EQUITY RESEARCH ETF
Shares65
Event2026-03-31
Filed2026-04-27
JBL
0.00%JABIL INC COM
Shares10
Event2026-03-31
Filed2026-04-27
UAMY
0.00%UNITED STATES ANTIMONY CORP COM
Shares300
Event2026-03-31
Filed2026-04-27
MCK
-25.00%MCKESSON CORP COM
Shares3
Event2026-03-31
Filed2026-04-27
NSC
0.00%NORFOLK SOUTHN CORP COM
Shares9
Event2026-03-31
Filed2026-04-27
ETH
0.00%GRAYSCALE ETHEREUM STAKING MINI ETF
Shares130
Event2026-03-31
Filed2026-04-27
ADI
60.00%ANALOG DEVICES INC COM
Shares8
Event2026-03-31
Filed2026-04-27
SNDK
33.33%SANDISK CORP COM
Shares4
Event2026-03-31
Filed2026-04-27
CTAS
-34.78%CINTAS CORP COM
Shares15
Event2026-03-31
Filed2026-04-27
RAMACO RES INC COM CL A
0.00%RAMACO RES INC COM CL A
Shares164
Event2026-03-31
Filed2026-04-27
STT
0.00%STATE STR CORP COM
Shares20
Event2026-03-31
Filed2026-04-27
RPRX
1.92%ROYALTY PHARMA PLC SHS CLASS A
Shares53
Event2026-03-31
Filed2026-04-27
ALAB
0.00%ASTERA LABS INC COM
Shares23
Event2026-03-31
Filed2026-04-27
SYF
15.63%SYNCHRONY FINANCIAL COM
Shares37
Event2026-03-31
Filed2026-04-27
ROP
NewROPER TECHNOLOGIES INC COM
Shares7
Event2026-03-31
Filed2026-04-27
WMB
0.00%WILLIAMS COS INC COM
Shares34
Event2026-03-31
Filed2026-04-27
EBAY
0.00%EBAY INC. COM
Shares27
Event2026-03-31
Filed2026-04-27
SOFTBANK GROUP CORP UNSPONSORED ADR
300.00%SOFTBANK GROUP CORP UNSPONSORED ADR
Shares200
Event2026-03-31
Filed2026-04-27
THE CIGNA GROUP COM
125.00%THE CIGNA GROUP COM
Shares9
Event2026-03-31
Filed2026-04-27
VV
0.00%VANGUARD LARGE-CAP ETF
Shares8
Event2026-03-31
Filed2026-04-27
KMI
0.00%KINDER MORGAN INC DEL COM
Shares71
Event2026-03-31
Filed2026-04-27
NDAQ
0.00%NASDAQ INC COM
Shares28
Event2026-03-31
Filed2026-04-27
TXN
20.00%TEXAS INSTRS INC COM
Shares12
Event2026-03-31
Filed2026-04-27
SAM
0.00%BOSTON BEER INC CL A
Shares10
Event2026-03-31
Filed2026-04-27
ZBRA
0.00%ZEBRA TECHNOLOGIES CORPORATION CL A
Shares11
Event2026-03-31
Filed2026-04-27
LYV
0.00%LIVE NATION ENTERTAINMENT INC COM
Shares15
Event2026-03-31
Filed2026-04-27
MMC
0.00%MARSH & MCLENNAN COS INC COM
Shares13
Event2026-03-31
Filed2026-04-27
SPG
0.00%SIMON PPTY GROUP INC NEW COM
Shares12
Event2026-03-31
Filed2026-04-27
BEP
0.00%BROOKFIELD RENEWABLE ENERGY PARTNERSHIP UNIT
Shares68
Event2026-03-31
Filed2026-04-27
VERADERMICS INC COMMON STOCK
NewVERADERMICS INC COMMON STOCK
Shares35
Event2026-03-31
Filed2026-04-27
EVTL
NewVERTICAL AEROSPACE LTD SHS NEW
Shares1.0K
Event2026-03-31
Filed2026-04-27
RVTY
25.00%REVVITY INC COM
Shares25
Event2026-03-31
Filed2026-04-27
FDX
0.00%FEDEX CORP COM
Shares6
Event2026-03-31
Filed2026-04-27
ECL
0.00%ECOLAB INC COM
Shares8
Event2026-03-31
Filed2026-04-27
SPGI
-95.54%S&P GLOBAL INC COM
Shares5
Event2026-03-31
Filed2026-04-27
NTRS
0.00%NORTHERN TR CORP COM
Shares15
Event2026-03-31
Filed2026-04-27
TECH
33.33%BIO-TECHNE CORP COM
Shares40
Event2026-03-31
Filed2026-04-27
VRSK
-63.33%VERISK ANALYTICS INC COM
Shares11
Event2026-03-31
Filed2026-04-27
EL
0.00%LAUDER ESTEE COS INC CL A
Shares29
Event2026-03-31
Filed2026-04-27
TER
0.00%TERADYNE INC COM
Shares7
Event2026-03-31
Filed2026-04-27
NTAP
33.33%NETAPP INC COM
Shares20
Event2026-03-31
Filed2026-04-27
ED
0.00%CONSOLIDATED EDISON INC COM
Shares18
Event2026-03-31
Filed2026-04-27
APD
75.00%AIR PRODUCTS AND CHEMICALS INC COM
Shares7
Event2026-03-31
Filed2026-04-27
AIG
125.00%AMERICAN INTL GROUP INC COM NEW
Shares27
Event2026-03-31
Filed2026-04-27
CHWY
0.00%CHEWY INC CL A
Shares75
Event2026-03-31
Filed2026-04-27
ACGL
0.00%ARCH CAP GROUP LTD ORD
Shares21
Event2026-03-31
Filed2026-04-27
CTVA
0.00%CORTEVA INC COM
Shares24
Event2026-03-31
Filed2026-04-27
OKE
29.41%ONEOK INC NEW COM
Shares22
Event2026-03-31
Filed2026-04-27
UPS
0.00%UNITED PARCEL SVCS INC CL B
Shares20
Event2026-03-31
Filed2026-04-27
DXCM
-13.89%DEXCOM INC COM
Shares31
Event2026-03-31
Filed2026-04-27
SRE
-20.00%SEMPRA COM
Shares20
Event2026-03-31
Filed2026-04-27
YETI
0.00%YETI HLDGS INC COM
Shares53
Event2026-03-31
Filed2026-04-27
GXO
0.00%GXO LOGISTICS INCORPORATED COMMON STOCK
Shares37
Event2026-03-31
Filed2026-04-27
HUM
-31.25%HUMANA INC COM
Shares11
Event2026-03-31
Filed2026-04-27
FAST
0.00%FASTENAL CO COM
Shares41
Event2026-03-31
Filed2026-04-27
EOG
0.00%EOG RES INC COM
Shares13
Event2026-03-31
Filed2026-04-27
IQV
22.22%IQVIA HLDGS INC COM
Shares11
Event2026-03-31
Filed2026-04-27
NDSN
0.00%NORDSON CORP COM
Shares7
Event2026-03-31
Filed2026-04-27
GRMN
0.00%GARMIN LTD SHS
Shares8
Event2026-03-31
Filed2026-04-27
PCAR
0.00%PACCAR INC COM
Shares16
Event2026-03-31
Filed2026-04-27
FITB
30.00%FIFTH THIRD BANCORP COM
Shares39
Event2026-03-31
Filed2026-04-27
VTRS
0.00%VIATRIS INC COM
Shares134
Event2026-03-31
Filed2026-04-27
PFG
0.00%PRINCIPAL FINANCIAL GROUP INC COM
Shares20
Event2026-03-31
Filed2026-04-27
FANG
0.00%DIAMONDBACK ENERGY INC COM
Shares9
Event2026-03-31
Filed2026-04-27
AMP
0.00%AMERIPRISE FINL INC COM
Shares4
Event2026-03-31
Filed2026-04-27
MNST
0.00%MONSTER BEVERAGE CORP NEW COM
Shares24
Event2026-03-31
Filed2026-04-27
MSI
0.00%MOTOROLA SOLUTIONS INC COM NEW
Shares4
Event2026-03-31
Filed2026-04-27
VLO
0.00%VALERO ENERGY CORP COM
Shares7
Event2026-03-31
Filed2026-04-27
LAND
1.20%GLADSTONE LD CORP COM
Shares169
Event2026-03-31
Filed2026-04-27
CHTR
60.00%CHARTER COMMUNICATIONS INC CL A
Shares8
Event2026-03-31
Filed2026-04-27
ILMN
0.00%ILLUMINA INC COM
Shares14
Event2026-03-31
Filed2026-04-27
ALGN
0.00%ALIGN TECHNOLOGY INC COM
Shares10
Event2026-03-31
Filed2026-04-27
A
0.00%AGILENT TECHNOLOGIES INC COM
Shares15
Event2026-03-31
Filed2026-04-27
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