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The Analysis of NWF Advisory Services Inc.'s Holdings & P&L

Currently, NWF Advisory Services Inc. holds 407 types of securities in its portfolio with a total value $885.5M. In the most recent quarter, they have increased their positions in UNH (+12.4K shares, valued at $3.4M), FTSM (+42.2K shares, valued at $2.5M), QTUM (+17.3K shares, valued at $1.9M); decreased their positions in MU (-14.4K shares, valued at $4.9M), N/A (-23.4K shares, valued at $2.7M), AAPL (-9.3K shares, valued at $2.3M); initiated new positions in FTSM (+42.2K shares, valued at $2.5M), QTUM (+17.3K shares, valued at $1.9M), N/A (+142.8K shares, valued at $1.6M).

1M P&L

+42.7M+5.67%

3M P&L

-152.4M-16.09%

HY P&L

-112.1M-12.37%

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/A419.5M

56.1%

2Semiconductors43.6M

5.8%

3Consumer Electronics30.9M

4.1%

Top Industries by Stock Count

1N/A265 stocks

69.4%

2Drug Manufacturers - General8 stocks

2.1%

3Aerospace & Defense7 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS65.6K shares-2.06%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL77.7K shares-0.17%2026-03-312026-05-04

XLK SELECT SECTOR SPDR TR271.0K shares0.39%2026-03-312026-05-04

AAPL APPLE INC121.7K shares-7.07%2026-03-312026-05-04

SDY SPDR SERIES TRUST178.0K shares-2.41%2026-03-312026-05-04

MU MICRON TECHNOLOGY INC72.6K shares-16.53%2026-03-312026-05-04

ALPHABET INC ALPHABET INC80.1K shares-2.01%2026-03-312026-05-04

COST COSTCO WHOLESALE CORPORATION21.3K shares-1.16%2026-03-312026-05-04

Sponsored

IVV ISHARES TR27.8K shares1.90%2026-03-312026-05-04

OXY OCCIDENTAL PETE CORP246.0K shares9.32%2026-03-312026-05-04

ITOT ISHARES TR111.3K shares1.73%2026-03-312026-05-04

AMZN AMAZON COM INC75.8K shares0.22%2026-03-312026-05-04

NVDA NVIDIA CORPORATION86.8K shares-4.78%2026-03-312026-05-04

VIG VANGUARD SPECIALIZED FUNDS69.0K shares1.04%2026-03-312026-05-04

MGK VANGUARD WORLD FD39.5K shares1.58%2026-03-312026-05-04

BABA ALIBABA GROUP HLDG LTD111.2K shares0.12%2026-03-312026-05-04

Sponsored

VUG VANGUARD INDEX FDS28.3K shares2.29%2026-03-312026-05-04

V VISA INC37.6K shares2.76%2026-03-312026-05-04

AXP AMERICAN EXPRESS CO37.3K shares1.04%2026-03-312026-05-04

UNH UNITEDHEALTH GROUP INC38.0K shares48.50%2026-03-312026-05-04

VGT VANGUARD WORLD FD14.7K shares0.12%2026-03-312026-05-04

BAC BANK AMERICA CORP196.8K shares-4.61%2026-03-312026-05-04

INVESCO QQQ TR INVESCO QQQ TR16.5K shares-6.04%2026-03-312026-05-04

GM GENERAL MTRS CO118.9K shares-8.20%2026-03-312026-05-04

Sponsored

WMT WALMART INC69.1K shares-1.24%2026-03-312026-05-04

JEPI J P MORGAN EXCHANGE TRADED F149.3K shares0.04%2026-03-312026-05-04

VTI VANGUARD INDEX FDS26.1K shares5.47%2026-03-312026-05-04

HCC WARRIOR MET COAL INC89.2K shares1.40%2026-03-312026-05-04

IWM ISHARES TR33.1K shares3.80%2026-03-312026-05-04

AMR ALPHA METALLURGICAL RESOUR I39.5K shares10.63%2026-03-312026-05-04

CITIGROUP INC CITIGROUP INC70.3K shares-24.97%2026-03-312026-05-04

YYY AMPLIFY ETF TR671.9K shares3.37%2026-03-312026-05-04

Sponsored

MSFT MICROSOFT CORP19.2K shares-5.87%2026-03-312026-05-04

DIS DISNEY WALT CO73.3K shares5.48%2026-03-312026-05-04

VT VANGUARD INTL EQUITY INDEX F50.2K shares-0.16%2026-03-312026-05-04

SPY STATE STR SPDR S&P 500 ETF T10.6K shares2.04%2026-03-312026-05-04

MKL MARKEL GROUP INC3.4K shares2.94%2026-03-312026-05-04

GSLC GOLDMAN SACHS ETF TR50.6K shares0.15%2026-03-312026-05-04

CVX CHEVRON CORPORATION29.9K shares-1.02%2026-03-312026-05-04

IDV ISHARES TR133.0K shares4.56%2026-03-312026-05-04

Sponsored

GLD SPDR GOLD TR13.1K shares5.98%2026-03-312026-05-04

CGMS CAPITAL GRP FIXED INCM ETF T200.3K shares0.58%2026-03-312026-05-04

JEPQ J P MORGAN EXCHANGE TRADED F90.6K shares1.20%2026-03-312026-05-04

XLP SELECT SECTOR SPDR TR61.3K shares-7.80%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO16.7K shares-9.80%2026-03-312026-05-04

CGGR CAPITAL GROUP GROWTH ETF108.9K shares-2.48%2026-03-312026-05-04

KO COCA COLA CO57.5K shares5.95%2026-03-312026-05-04

PLTR PALANTIR TECHNOLOGIES INC29.8K shares5.22%2026-03-312026-05-04

Sponsored

KYN KAYNE ANDERSON ENERGY INFRST303.7K shares-0.84%2026-03-312026-05-04

TSLA TESLA INC11.6K shares-2.69%2026-03-312026-05-04

CGSD CAPITAL GRP FIXED INCM ETF T165.1K shares-2.46%2026-03-312026-05-04

CB CHUBB LTD SWITZ12.9K shares3.30%2026-03-312026-05-04

SMH VANECK ETF TRUST10.7K shares9.13%2026-03-312026-05-04

EFA ISHARES TR42.0K shares9.96%2026-03-312026-05-04

BROADCOM INC BROADCOM INC12.5K shares-0.40%2026-03-312026-05-04

VTV VANGUARD INDEX FDS18.6K shares-2.89%2026-03-312026-05-04

Sponsored

FLDR FIDELITY MERRIMACK STR TR71.3K shares0.55%2026-03-312026-05-04

BUFR FIRST TR EXCHNG TRADED FD VI104.4K shares-5.90%2026-03-312026-05-04

ALPHABET INC ALPHABET INC12.2K shares-2.04%2026-03-312026-05-04

AMGN AMGEN INC9.9K shares2.62%2026-03-312026-05-04

SCHD SCHWAB STRATEGIC TR108.8K shares12.92%2026-03-312026-05-04

VO VANGUARD INDEX FDS11.0K shares1.81%2026-03-312026-05-04

EIPI FIRST TR EXCHNG TRADED FD VI137.9K shares26.77%2026-03-312026-05-04

META META PLATFORMS INC5.0K shares-7.68%2026-03-312026-05-04

Sponsored

VYMI VANGUARD WHITEHALL FDS29.5K shares-1.46%2026-03-312026-05-04

ABBV ABBVIE INC12.7K shares-7.33%2026-03-312026-05-04

QYLD GLOBAL X FDS158.5K shares-4.31%2026-03-312026-05-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T14.0K shares32.90%2026-03-312026-05-04

BST BLACKROCK SCIENCE & TECHNOLO72.0K shares-0.76%2026-03-312026-05-04

OEF ISHARES TR8.1K shares2.39%2026-03-312026-05-04

QQQM INVESCO EXCH TRADED FD TR II10.7K shares34.35%2026-03-312026-05-04

FTSM FIRST TR EXCHANGE-TRADED FD42.2K sharesnew addition2026-03-312026-05-04

Sponsored

XYLD GLOBAL X FDS62.1K shares-0.93%2026-03-312026-05-04

NOC NORTHROP GRUMMAN CORP3.4K shares0.09%2026-03-312026-05-04

TSM TAIWAN SEMICONDUCTOR MANUFAC6.6K shares0.36%2026-03-312026-05-04

XOM EXXON MOBIL CORP13.0K shares11.34%2026-03-312026-05-04

JNJ JOHNSON & JOHNSON9.0K shares-2.79%2026-03-312026-05-04

BIL SPDR SERIES TRUST23.6K shares2.77%2026-03-312026-05-04

CGMM CAPITAL GROUP EQUITY ETF TR73.6K shares8.66%2026-03-312026-05-04

HGLB HIGHLAND GLOBAL ALLOCATION F264.5K shares-6.07%2026-03-312026-05-04

Sponsored

IYH ISHARES TR32.6K shares9.21%2026-03-312026-05-04

GEV GE VERNOVA INC2.3K shares2.48%2026-03-312026-05-04

UTG REAVES UTIL INCOME FD49.7K shares6.23%2026-03-312026-05-04

IUSV ISHARES TR18.6K shares9.41%2026-03-312026-05-04

QTUM ETF SER SOLUTIONS17.3K sharesnew addition2026-03-312026-05-04

ASML ASML HLDG NV1.4K shares-0.50%2026-03-312026-05-04

LLY ELI LILLY & CO2.0K shares-4.31%2026-03-312026-05-04

HIX WESTERN ASSET HIGH INCOM FD456.4K shares-1.62%2026-03-312026-05-04

Sponsored

HQH ABRDN HEALTHCARE INVESTORS100.8K shares-1.80%2026-03-312026-05-04

WFC WELLS FARGO & CO22.4K shares-21.71%2026-03-312026-05-04

SLV ISHARES SILVER TR25.8K shares-35.10%2026-03-312026-05-04

ICSH ISHARES TR34.7K shares22.88%2026-03-312026-05-04

CGBL CAPITAL GROUP CORE BALANCED51.0K shares15.84%2026-03-312026-05-04

MERCK & CO INC MERCK & CO INC14.6K shares-10.98%2026-03-312026-05-04

SPGP INVESCO EXCHANGE TRADED FD T15.7K shares16.99%2026-03-312026-05-04

AIQ GLOBAL X FDS35.1K shares-12.80%2026-03-312026-05-04

Sponsored

VHT VANGUARD WORLD FD5.9K shares-15.19%2026-03-312026-05-04

CGIC CAPITAL GROUP INTERNATIONAL47.7K shares6.24%2026-03-312026-05-04

ABRDN GLOBAL PREMIER PPTYS F ABRDN GLOBAL PREMIER PPTYS F142.8K sharesnew addition2026-03-312026-05-04

VYM VANGUARD WHITEHALL FDS10.6K shares-2.27%2026-03-312026-05-04

VDE VANGUARD WORLD FD8.7K shares-13.44%2026-03-312026-05-04

XLF SELECT SECTOR SPDR TR30.5K shares-7.63%2026-03-312026-05-04

FEP FIRST TR EXCH TRD ALPHDX FD27.3K shares-1.16%2026-03-312026-05-04

CAT CATERPILLAR INC2.1K shares17.90%2026-03-312026-05-04

Sponsored

CCJ CAMECO CORP13.6K shares3.63%2026-03-312026-05-04

USMV ISHARES TR15.6K shares10.70%2026-03-312026-05-04

GSIE GOLDMAN SACHS ETF TR33.3K shares0.00%2026-03-312026-05-04

BRK.A BERKSHIRE HATHAWAY INC DEL2 sharesnew addition2026-03-312026-05-04

SRV NXG CUSHING MIDSTREAM ENERGY32.2K shares106.95%2026-03-312026-05-04

FAX ABRDN ASIA PACIFIC INCOME FU97.0K shares-3.64%2026-03-312026-05-04

NFLX NETFLIX INC.14.1K shares-12.39%2026-03-312026-05-04

ITA ISHARES TR6.2K shares35.95%2026-03-312026-05-04

Sponsored

MA MASTERCARD INCORPORATED2.6K shares-2.11%2026-03-312026-05-04

WIW WESTERN AST INFL LKD OPP & I156.4K shares3.17%2026-03-312026-05-04

IBKR INTERACTIVE BROKERS GROUP IN18.8K shares7.29%2026-03-312026-05-04

DIA STATE STR SPDR DOW JONES IND2.7K shares3.39%2026-03-312026-05-04

ISHARES GOLD TR ISHARES GOLD TR14.2K shares-13.18%2026-03-312026-05-04

EEM ISHARES TR22.0K shares20.22%2026-03-312026-05-04

IJR ISHARES TR9.4K shares13.72%2026-03-312026-05-04

FBND FIDELITY MERRIMACK STR TR24.7K shares34.64%2026-03-312026-05-04

Sponsored

AMD ADVANCED MICRO DEVICES INC5.5K shares4.60%2026-03-312026-05-04

JMUB J P MORGAN EXCHANGE TRADED F22.3K shares-8.10%2026-03-312026-05-04

URA GLOBAL X FDS22.9K shares6.47%2026-03-312026-05-04

ABT ABBOTT LABORATORIES10.7K shares-4.59%2026-03-312026-05-04

UTF COHEN & STEERS INFRASTRUCTUR42.1K shares2.07%2026-03-312026-05-04

DJIA GLOBAL X FDS51.8K shares-2.45%2026-03-312026-05-04

TYG TORTOISE ENERGY INFRSTRCTR C21.6K shares2.66%2026-03-312026-05-04

CW CURTISS WRIGHT CORP1.6K shares-21.16%2026-03-312026-05-04

Sponsored

IYY ISHARES TR6.5K shares0.00%2026-03-312026-05-04

BSTZ BLACKROCK SCIENCE & TECHNOLO45.3K shares5.07%2026-03-312026-05-04

PFE PFIZER INC35.7K shares-2.68%2026-03-312026-05-04

LINDE PLC LINDE PLC2.0K shares-3.96%2026-03-312026-05-04

GPIQ GOLDMAN SACHS ETF TR20.0K shares15.12%2026-03-312026-05-04

OBDC BLUE OWL CAPITAL CORPORATION88.7K shares-8.46%2026-03-312026-05-04

KNG FIRST TR EXCHANGE-TRADED FD20.1K shares-22.42%2026-03-312026-05-04

CGUS CAPITAL GROUP CORE EQUITY ET25.0K shares7.61%2026-03-312026-05-04

Sponsored

HD HOME DEPOT INC2.9K shares3.20%2026-03-312026-05-04

VNQ VANGUARD INDEX FDS10.4K shares-16.86%2026-03-312026-05-04

AOD ABRDN TOTAL DYNAMIC DIVIDEND100.2K shares7.28%2026-03-312026-05-04

GE AEROSPACE GE AEROSPACE3.2K shares0.19%2026-03-312026-05-04

RYLD GLOBAL X FDS60.9K shares4.73%2026-03-312026-05-04

CMF ISHARES TR16.0K shares5.09%2026-03-312026-05-04

XLI SELECT SECTOR SPDR TR5.6K shares-29.87%2026-03-312026-05-04

BAI BLACKROCK ETF TRUST27.2K shares69.58%2026-03-312026-05-04

Sponsored

IFRA ISHARES TR15.5K shares-4.23%2026-03-312026-05-04

BA BOEING CO4.4K shares-6.85%2026-03-312026-05-04

IWB ISHARES TR2.4K shares0.33%2026-03-312026-05-04

EOD ALLSPRING GLOBAL DIVIDEND OP145.1K shares-11.58%2026-03-312026-05-04

IAE VOYA ASIA PAC HIGH DIV EQT I114.0K shares0.62%2026-03-312026-05-04

HON HONEYWELL INTL INC3.6K shares11.34%2026-03-312026-05-04

RVT ROYCE SMALL CAP TRUST INC49.4K shares-5.17%2026-03-312026-05-04

VZ VERIZON COMMUNICATIONS INC15.9K shares-10.68%2026-03-312026-05-04

Sponsored

IVW ISHARES TR7.0K shares18.55%2026-03-312026-05-04

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW6.0K shares2.49%2026-03-312026-05-04

SGOV ISHARES TR7.7K shares3.14%2026-03-312026-05-04

ORCL ORACLE CORP5.3K shares72.58%2026-03-312026-05-04

SHV ISHARES TR7.0K shares123.92%2026-03-312026-05-04

EVV EATON VANCE LIMITED DURATION81.8K shares0.00%2026-03-312026-05-04

AVK ADVENT CONV & INCOME FD69.1K shares-2.55%2026-03-312026-05-04

EMXC ISHARES INC9.8K shares9.51%2026-03-312026-05-04

Sponsored

RQI COHEN & STEERS QUALITY INCOM63.2K shares-2.43%2026-03-312026-05-04

CSCO CISCO SYS INC9.6K shares-5.36%2026-03-312026-05-04

DGRW WISDOMTREE TR8.4K shares12.16%2026-03-312026-05-04

NDIV AMPLIFY ETF TR20.5K shares68.56%2026-03-312026-05-04

FTCS FIRST TR EXCHANGE-TRADED FD7.9K shares4.52%2026-03-312026-05-04

TDY TELEDYNE TECHNOLOGIES INC1.2K shares0.00%2026-03-312026-05-04

CFA VICTORY PORTFOLIOS II7.7K shares23.75%2026-03-312026-05-04

LMT LOCKHEED MARTIN CORP1.2K shares27.25%2026-03-312026-05-04

Sponsored

PEY INVESCO EXCHANGE TRADED FD T31.9K shares-1.48%2026-03-312026-05-04

NEE NEXTERA ENERGY INC7.3K shares-18.82%2026-03-312026-05-04

NRO NEUBERGER R/EST SECS INC FD239.3K shares-5.49%2026-03-312026-05-04

PEP PEPSICO INC4.4K shares-8.41%2026-03-312026-05-04

CGDV CAPITAL GROUP DIVIDEND VALUE15.9K shares22.84%2026-03-312026-05-04

ASTRAZENECA PLC ASTRAZENECA PLC3.5K sharesnew addition2026-03-312026-05-04

XLG INVESCO EXCHANGE TRADED FD T12.4K shares-0.72%2026-03-312026-05-04

IWF ISHARES TR1.5K shares-7.55%2026-03-312026-05-04

Sponsored

FOF COHEN & STEERS CLOSED-END50.6K shares0.26%2026-03-312026-05-04

VB VANGUARD INDEX FDS2.5K shares14.96%2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS9.9K shares1.40%2026-03-312026-05-04

RTX RTX CORPORATION3.1K shares-3.16%2026-03-312026-05-04

GGN GAMCO GLOBAL GOLD NAT RES &112.6K shares0.00%2026-03-312026-05-04

BHK BLACKROCK CORE BD TR65.2K shares0.46%2026-03-312026-05-04

PG PROCTER & GAMBLE CO4.1K shares-5.02%2026-03-312026-05-04

ETY EATON VANCE TAX-MANAGED DIVE42.9K shares-10.07%2026-03-312026-05-04

Sponsored

AVUV AMERICAN CENTY ETF TR5.3K shares-4.18%2026-03-312026-05-04

BMEZ BLACKROCK HEALTH SCIENCES TE40.5K shares16.68%2026-03-312026-05-04

T AT&T INC20.0K shares-11.24%2026-03-312026-05-04

RMT ROYCE MICRO-CAP TR INC50.6K shares-13.24%2026-03-312026-05-04

EXG EATON VANCE TAX-MANAGED GLOB66.0K shares-0.30%2026-03-312026-05-04

RIV RIVERNORTH OPPORTUNITIES FD50.9K shares-0.59%2026-03-312026-05-04

XLV SELECT SECTOR SPDR TR3.8K shares0.16%2026-03-312026-05-04

VDC VANGUARD WORLD FD2.5K shares1.86%2026-03-312026-05-04

Sponsored

PWZ INVESCO EXCH TRADED FD TR II23.2K shares0.00%2026-03-312026-05-04

SOR SOURCE CAPITAL11.9K shares-1.92%2026-03-312026-05-04

FDL FIRST TR EXCHANGE-TRADED FD10.9K shares1.06%2026-03-312026-05-04

GSEP FIRST TR EXCHNG TRADED FD VI14.4K shares0.70%2026-03-312026-05-04

UNP UNION PAC CORP2.3K shares-8.13%2026-03-312026-05-04

TDG TRANSDIGM GROUP INC473 shares-5.02%2026-03-312026-05-04

IBM INTERNATIONAL BUSINESS MACHS2.2K shares-13.67%2026-03-312026-05-04

QUAL ISHARES TR2.8K shares-2.56%2026-03-312026-05-04

Sponsored

NMAI NUVEEN MULTI ASSET INCOME FU43.6K shares7.93%2026-03-312026-05-04

SHLD GLOBAL X FDS7.6K sharesnew addition2026-03-312026-05-04

VIS VANGUARD WORLD FD1.7K shares86.15%2026-03-312026-05-04

UDEC INNOVATOR ETFS TRUST13.5K shares0.00%2026-03-312026-05-04

CSRE COHEN & STEERS ETF TRUST19.8K shares22.17%2026-03-312026-05-04

CSQ CALAMOS STRATEGIC TOTAL RETU30.3K shares-6.19%2026-03-312026-05-04

IJH ISHARES TR7.7K shares-7.19%2026-03-312026-05-04

SGI SOMNIGROUP INTERNATIONAL INC7.0K shares0.00%2026-03-312026-05-04

Sponsored

LOW LOWES COS INC2.2K shares0.37%2026-03-312026-05-04

VXUS VANGUARD STAR FDS6.6K shares-1.32%2026-03-312026-05-04

IGD VOYA GLBL EQTY DIV & PREM OP88.0K shares0.00%2026-03-312026-05-04

XLY SELECT SECTOR SPDR TR4.6K shares-18.40%2026-03-312026-05-04

PFFA ETFIS SER TR I24.1K shares0.99%2026-03-312026-05-04

CVNA CARVANA CO1.5K shares-9.03%2026-03-312026-05-04

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.2K shares0.00%2026-03-312026-05-04

PTY PIMCO CORPORATE & INCOME OPP39.4K shares10.03%2026-03-312026-05-04

Sponsored

SYK STRYKER CORPORATION1.4K shares4.28%2026-03-312026-05-04

PSTG EVERPURE INC8.0K shares0.76%2026-03-312026-05-04

GRAL GRAIL INC9.1K shares-58.85%2026-03-312026-05-04

BIO BIO RAD LABS INC1.7K shares0.00%2026-03-312026-05-04

PDP INVESCO EXCHANGE TRADED FD T3.9K shares28.07%2026-03-312026-05-04

ESGU ISHARES TR3.3K shares0.00%2026-03-312026-05-04

NFG NATIONAL FUEL GAS CO4.9K sharesnew addition2026-03-312026-05-04

PGZ PRINCIPAL REAL ESTATE INCOME48.2K shares5.47%2026-03-312026-05-04

Sponsored

FV FIRST TR EXCHANGE TRADED FD7.6K shares25.29%2026-03-312026-05-04

BLACKROCK INC BLACKROCK INC475 shares-3.06%2026-03-312026-05-04

ABRDN AUSTRALIA EQUITY FD IN ABRDN AUSTRALIA EQUITY FD IN36.5K shares5.90%2026-03-312026-05-04

PUI INVESCO EXCHANGE TRADED FD T9.4K shares1.84%2026-03-312026-05-04

IWP ISHARES TR3.4K shares6.61%2026-03-312026-05-04

DVA DAVITA INC2.8K shares0.00%2026-03-312026-05-04

XAR SPDR SERIES TRUST1.7K shares13.54%2026-03-312026-05-04

ESGV VANGUARD WORLD FD3.9K shares6.17%2026-03-312026-05-04

Sponsored

LDUR PIMCO ETF TR4.5K shares-19.43%2026-03-312026-05-04

JRS NUVEEN REAL ESTATE INCOME FD57.5K shares-3.69%2026-03-312026-05-04

VTEB VANGUARD MUN BD FDS8.6K shares35.49%2026-03-312026-05-04

EFV ISHARES TR5.6K sharesnew addition2026-03-312026-05-04

MEGI NYLI CBRE GBL INFR MEGTRNDS27.5K shares0.00%2026-03-312026-05-04

SBUX STARBUCKS CORP4.5K shares3.52%2026-03-312026-05-04

FDHY FIDELITY COVINGTON TRUST8.3K shares0.00%2026-03-312026-05-04

XLE SELECT SECTOR SPDR TR6.6K shares0.32%2026-03-312026-05-04

Sponsored

BMY BRISTOL-MYERS SQUIBB CO6.6K shares2.51%2026-03-312026-05-04

FTEC FIDELITY COVINGTON TRUST1.9K shares8.51%2026-03-312026-05-04

SCD LMP CAP & INCOME FD INC25.9K shares6.59%2026-03-312026-05-04

VBR VANGUARD INDEX FDS1.8K shares0.00%2026-03-312026-05-04

IWD ISHARES TR1.8K shares-14.79%2026-03-312026-05-04

SCHM SCHWAB STRATEGIC TR12.4K shares10.50%2026-03-312026-05-04

PCEF INVESCO EXCH TRADED FD TR II20.3K shares-1.46%2026-03-312026-05-04

SPYV SPDR SERIES TRUST6.7K shares24.13%2026-03-312026-05-04

Sponsored

EFX EQUIFAX INC2.1K shares0.00%2026-03-312026-05-04

MAYW AIM ETF PRODUCTS TRUST11.1K shares-6.72%2026-03-312026-05-04

IWY ISHARES TR1.5K shares8.93%2026-03-312026-05-04

IEFA ISHARES TR4.1K shares-4.72%2026-03-312026-05-04

RFI COHEN & STEERS TOTAL RETURN33.4K shares2.77%2026-03-312026-05-04

ESML ISHARES TR7.9K shares0.10%2026-03-312026-05-04

MLPX GLOBAL X FDS5.0K sharesnew addition2026-03-312026-05-04

WTV WISDOMTREE TR3.8K sharesnew addition2026-03-312026-05-04

Sponsored

IGR CBRE GBL REAL ESTATE INC FD82.3K shares32.10%2026-03-312026-05-04

SPYG SPDR SERIES TRUST3.6K sharesnew addition2026-03-312026-05-04

AGD ABRDN GLOBAL DYNAMIC DIVIDEN32.8K shares0.00%2026-03-312026-05-04

TPZ TORTOISE CAPITAL SERIES TRUS16.2K shares16.56%2026-03-312026-05-04

MINT PIMCO ETF TR3.5K shares-26.76%2026-03-312026-05-04

JPC NUVEEN PFD & INCOME OPPORTUN46.7K shares-0.54%2026-03-312026-05-04

PFF ISHARES TR11.6K shares0.11%2026-03-312026-05-04

MMM 3M CO2.4K shares-3.94%2026-03-312026-05-04

Sponsored

IVE ISHARES TR1.6K shares1.48%2026-03-312026-05-04

ACP ABRDN INCOME CREDIT STRATEGI68.2K shares-29.78%2026-03-312026-05-04

AFL AFLAC INC3.2K shares0.00%2026-03-312026-05-04

XLU SELECT SECTOR SPDR TR7.6K shares1.37%2026-03-312026-05-04

BALT INNOVATOR ETFS TRUST10.4K shares29.26%2026-03-312026-05-04

MDY STATE STR SPDR S&P MIDCAP 40562 shares0.00%2026-03-312026-05-04

SHEL SHELL PLC3.7K shares-28.59%2026-03-312026-05-04

IEMG ISHARES INC4.9K shares42.92%2026-03-312026-05-04

Sponsored

BOE BLACKROCK ENHANCED GLOBAL31.4K shares-1.98%2026-03-312026-05-04

TMO THERMO FISHER SCIENTIFIC INC697 shares-0.71%2026-03-312026-05-04

EATON CORP PLC EATON CORP PLC956 shares-3.04%2026-03-312026-05-04

SRE SEMPRA3.5K shares6.42%2026-03-312026-05-04

PM PHILIP MORRIS INTL INC2.0K shares-4.22%2026-03-312026-05-04

APLD APPLIED DIGITAL CORP14.1K shares-17.60%2026-03-312026-05-04

VXF VANGUARD INDEX FDS1.6K shares1.49%2026-03-312026-05-04

EPD ENTERPRISE PRODS PARTNERS L8.8K shares24.50%2026-03-312026-05-04

Sponsored

STEW SRH TOTAL RETURN FUND INC19.3K shares-8.11%2026-03-312026-05-04

VWO VANGUARD INTL EQUITY INDEX F5.9K shares5.82%2026-03-312026-05-04

LQD ISHARES TR2.9K shares0.10%2026-03-312026-05-04

HEDJ WISDOMTREE TR6.1K shares3.61%2026-03-312026-05-04

QCOM QUALCOMM INC2.5K shares-3.59%2026-03-312026-05-04

MUNI PIMCO ETF TR6.0K shares0.82%2026-03-312026-05-04

NXP NUVEEN SELECT TAX-FREE INCOM21.8K sharesnew addition2026-03-312026-05-04

ETG EATON VANCE TX ADV GLBL DIV15.5K shares0.00%2026-03-312026-05-04

Sponsored

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO21.9K sharesnew addition2026-03-312026-05-04

VCR VANGUARD WORLD FD859 shares18.81%2026-03-312026-05-04

CRM SALESFORCE INC1.6K shares14.99%2026-03-312026-05-04

CGCP CAPITAL GRP FIXED INCM ETF T13.5K shares12.99%2026-03-312026-05-04

IDE VOYA INFRASTRUCTURE INDLS &23.9K shares-15.25%2026-03-312026-05-04

VOT VANGUARD INDEX FDS1.2K shares1.40%2026-03-312026-05-04

ICLO INVESCO ACTIVELY MANAGED EXC11.5K shares-16.08%2026-03-312026-05-04

HDV ISHARES TR2.1K shares0.00%2026-03-312026-05-04

Sponsored

BDJ BLACKROCK ENHANCED EQUITY DI33.3K shares-4.99%2026-03-312026-05-04

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN13.6K shares0.00%2026-03-312026-05-04

INTC INTEL CORP6.4K shares-21.22%2026-03-312026-05-04

ESGD ISHARES TR2.9K shares0.00%2026-03-312026-05-04

ARDC ARES DYNAMIC CR ALLOCATION F23.1K shares-25.20%2026-03-312026-05-04

NJAN INNOVATOR ETFS TRUST5.2K shares0.00%2026-03-312026-05-04

JGH NUVEEN GLOBAL HIGH INCOME FD22.7K shares-0.87%2026-03-312026-05-04

ASGI ABRDN GLOBAL INFRA INCOME FU12.3K shares0.00%2026-03-312026-05-04

Sponsored

NWBI NORTHWEST BANCSHARES INC21.6K sharesnew addition2026-03-312026-05-04

MDLZ MONDELEZ INTL INC4.8K shares-13.22%2026-03-312026-05-04

RSPT INVESCO EXCHANGE TRADED FD T6.0K shares3.42%2026-03-312026-05-04

USRT ISHARES TR4.6K shares0.00%2026-03-312026-05-04

CALI BLACKROCK ETF TRUST II5.4K shares0.00%2026-03-312026-05-04

GLV CLOUGH GLOBAL DIVID & INCOME45.3K shares9.69%2026-03-312026-05-04

PMAY INNOVATOR ETFS TRUST6.7K shares0.00%2026-03-312026-05-04

ENB ENBRIDGE INC4.9K shares-17.16%2026-03-312026-05-04

Sponsored

EMO CLEARBRIDGE ENERGY MIDSTREAM5.0K sharesnew addition2026-03-312026-05-04

SHOP SHOPIFY INC2.2K shares0.00%2026-03-312026-05-04

BGR BLACKROCK ENERGY & RES TR15.3K shares15.03%2026-03-312026-05-04

DBND DOUBLELINE ETF TRUST5.8K shares0.71%2026-03-312026-05-04

NVO NOVO-NORDISK A S7.2K shares18.11%2026-03-312026-05-04

IWL ISHARES TR1.6K shares-1.21%2026-03-312026-05-04

FXL FIRST TR EXCHANGE-TRADED FD1.6K shares0.00%2026-03-312026-05-04

LHX L3HARRIS TECHNOLOGIES INC749 sharesnew addition2026-03-312026-05-04

Sponsored

GILD GILEAD SCIENCES INC1.8K shares0.05%2026-03-312026-05-04

APA CORPORATION APA CORPORATION6.0K sharesnew addition2026-03-312026-05-04

MATX MATSON INC1.6K sharesnew addition2026-03-312026-05-04

IHD VOYA EMERGING MKTS HIGH DIVI38.0K shares-17.39%2026-03-312026-05-04

XLC SELECT SECTOR SPDR TR2.2K shares-8.85%2026-03-312026-05-04

MO ALTRIA GROUP INC3.7K shares3.52%2026-03-312026-05-04

PSX PHILLIPS 661.3K sharesnew addition2026-03-312026-05-04

UPS UNITED PARCEL SVCS INC2.5K shares-1.28%2026-03-312026-05-04

Sponsored

NZF NUVEEN MUN CR INCOME FD19.8K shares0.00%2026-03-312026-05-04

LOOP LOOP INDS INC167.6K shares0.00%2026-03-312026-05-04

NKE NIKE INC4.5K sharesnew addition2026-03-312026-05-04

GJUL FIRST TR EXCHNG TRADED FD VI5.8K shares-13.59%2026-03-312026-05-04

CGIE CAPITAL GROUP INTERNATIONAL7.0K shares-5.20%2026-03-312026-05-04

VFH VANGUARD WORLD FD1.9K shares0.00%2026-03-312026-05-04

IJJ ISHARES TR1.8K shares0.00%2026-03-312026-05-04

BARRICK MNG CORP BARRICK MNG CORP5.7K shares-39.32%2026-03-312026-05-04

Sponsored

CGCB CAPITAL GRP FIXED INCM ETF T8.9K sharesnew addition2026-03-312026-05-04

TLT ISHARES TR2.7K shares-3.95%2026-03-312026-05-04

USA LIBERTY ALL STAR EQUITY FD41.7K shares-1.03%2026-03-312026-05-04

MGV VANGUARD WORLD FD1.6K sharesnew addition2026-03-312026-05-04

TCAF T ROWE PRICE ETF INC6.4K shares-1.47%2026-03-312026-05-04

MUC BLACKROCK MUNIHLDNGS CALI22.0K shares22.52%2026-03-312026-05-04

ROK ROCKWELL AUTOMATION INC632 shares9.34%2026-03-312026-05-04

DGRO ISHARES TR3.2K shares0.47%2026-03-312026-05-04

Sponsored

VOX VANGUARD WORLD FD1.2K shares0.00%2026-03-312026-05-04

CRWD CROWDSTRIKE HLDGS INC572 sharesnew addition2026-03-312026-05-04

FTQI FIRST TR EXCHANGE TRADED FD11.2K shares1.82%2026-03-312026-05-04

JQC NUVEEN CR STRATEGIES INCOME44.8K shares-2.18%2026-03-312026-05-04

NAC NUVEEN CA DIVI ADV MUN18.5K shares20.03%2026-03-312026-05-04

QDEC FIRST TR EXCHNG TRADED FD VI6.8K shares0.00%2026-03-312026-05-04

FELC FIDELITY COVINGTON TRUST5.9K shares0.00%2026-03-312026-05-04

F FORD MTR CO18.3K shares-15.77%2026-03-312026-05-04

Sponsored

QSPT FIRST TR EXCHNG TRADED FD VI6.8K shares0.00%2026-03-312026-05-04

PDO PIMCO DYNAMIC INCOME OPRNTS16.1K shares0.67%2026-03-312026-05-04

CHW CALAMOS GBL DYN INCOME FUND28.7K shares-31.01%2026-03-312026-05-04

SCHB SCHWAB STRATEGIC TR8.3K sharesnew addition2026-03-312026-05-04

HIO WESTERN ASSET HIGH INCOME OP56.9K shares-11.52%2026-03-312026-05-04

PAVE GLOBAL X FDS4.1K sharesnew addition2026-03-312026-05-04

NBSD NEUBERGER BERMAN ETF TRUST4.0K shares0.00%2026-03-312026-05-04

WM WASTE MGMT INC DEL878 sharesnew addition2026-03-312026-05-04

Sponsored

ADP AUTOMATIC DATA PROCESSING IN992 shares-5.52%2026-03-312026-05-04

GDX VANECK ETF TRUST2.2K sharesnew addition2026-03-312026-05-04

HEQ JOHN HANCOCK DIVERSIFIED INC18.4K shares0.00%2026-03-312026-05-04

SPE SPECIAL OPPORTUNITIES FD INC14.2K shares4.66%2026-03-312026-05-04

BGY BLACKROCK ENHANCED INTL DIV36.2K shares-19.90%2026-03-312026-05-04

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD11.5K shares-8.67%2026-03-312026-05-04

THQ ABRDN HEALTHCARE OPPORTUNITI11.3K shares-0.39%2026-03-312026-05-04

IGA VOYA GLBL ADV & PREM OPP FD18.9K shares0.00%2026-03-312026-05-04

Sponsored

VCV INVESCO CALIF VALUE MUN INCO17.3K shares15.72%2026-03-312026-05-04

SPXX NUVEEN S&P 500 DYNAMIC OVERW11.2K sharesnew addition2026-03-312026-05-04

PAXS PIMCO ACCESS INCOME FUND12.3K shares0.00%2026-03-312026-05-04

FLO FLOWERS FOODS INC20.6K sharesnew addition2026-03-312026-05-04

MMU WESTERN ASSET MANAGED MUNS F14.9K shares-16.76%2026-03-312026-05-04

ONDS ONDAS INC16.6K sharesnew addition2026-03-312026-05-04

FCT FIRST TR SR FLTG RATE INCOME15.5K shares-18.30%2026-03-312026-05-04

JCE NUVEEN CORE EQUITY ALPHA FD10.1K shares-16.53%2026-03-312026-05-04

Sponsored

THW ABRDN WORLD HEALTHCARE FUND12.4K shares0.00%2026-03-312026-05-04

JRI NUVEEN REAL ASSET INCOME & G11.1K shares4.71%2026-03-312026-05-04

HYT BLACKROCK CORPOR HI YLD FD I16.0K shares0.00%2026-03-312026-05-04

ETJ EATON VANCE RISK-MANAGED DIV16.3K shares0.00%2026-03-312026-05-04

AGNC AGNC INVT CORP12.4K sharesnew addition2026-03-312026-05-04

JFR NUVEEN FLOATING RATE INCOME16.4K shares-43.18%2026-03-312026-05-04

PMM PUTNAM MANAGED MUN INCOME TR20.0K sharesnew addition2026-03-312026-05-04

NIM NUVEEN SELECT MAT MUN FD12.5K shares0.00%2026-03-312026-05-04

Sponsored

DSL DOUBLELINE INCOME SOLUTIONS10.5K shares0.44%2026-03-312026-05-04

EAD ALLSPRING INCOME OPPORTUNIT17.3K shares0.00%2026-03-312026-05-04

MYI BLACKROCK MUNIYIELD QUALITY10.1K sharesnew addition2026-03-312026-05-04

HLN HALEON PLC10.2K sharesnew addition2026-03-312026-05-04

ABR ARBOR REALTY TRUST INC12.9K shares0.00%2026-03-312026-05-04

CLM CORNERSTONE STRATEGIC INVEST13.5K shares8.00%2026-03-312026-05-04

DMA DESTRA MULTI-ALTERNATIVE FD11.7K shares-17.61%2026-03-312026-05-04

ETW EATON VANCE TAX-MANAGED GLOB10.7K shares-21.32%2026-03-312026-05-04

Sponsored

GLO CLOUGH GLOBAL OPPORTUNITIES15.0K shares0.00%2026-03-312026-05-04

GNT GAMCO NAT RES GOLD & INCOME10.0K shares0.00%2026-03-312026-05-04

ADT ADT INC DEL12.4K sharesnew addition2026-03-312026-05-04

PCF HIGH INCOME SECS FD13.7K shares-17.96%2026-03-312026-05-04

OIA INVESCO MUNI INCOME OPP TRST12.2K shares0.00%2026-03-312026-05-04

FTF FRANKLIN LTD DURATION INCOME11.4K shares-12.31%2026-03-312026-05-04

HFRO HIGHLAND OPPS & INCOME FD10.4K shares-49.76%2026-03-312026-05-04

CTSO CYTOSORBENTS CORP104.1K shares0.00%2026-03-312026-05-04

Sponsored

MFM MFS MUN INCOME TR10.0K shares0.00%2026-03-312026-05-04

MPW MEDICAL PROPERTIES TRUST INC11.0K shares0.00%2026-03-312026-05-04

VVR INVESCO SR INCOME TR10.0K shares0.00%2026-03-312026-05-04

ABEV AMBEV SA10.5K shares-13.07%2026-03-312026-05-04

FEMY FEMASYS INC47.1K shares0.00%2026-03-312026-05-04

POWERBANK CORP POWERBANK CORP30.0K shares0.00%2026-03-312026-05-04

SLDPW SOLID POWER INC20.7K shares-33.01%2026-03-312026-05-04

VANGUARD INDEX FDS

-2.06%

Shares65.6K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

-0.17%

Shares77.7K

Event2026-03-31

Filed2026-05-04

XLK

SELECT SECTOR SPDR TR

0.39%

Shares271.0K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

-7.07%

Shares121.7K

Event2026-03-31

Filed2026-05-04

SDY

SPDR SERIES TRUST

-2.41%

Shares178.0K

Event2026-03-31

Filed2026-05-04

MICRON TECHNOLOGY INC

-16.53%

Shares72.6K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

-2.01%

Shares80.1K

Event2026-03-31

Filed2026-05-04

COST

COSTCO WHOLESALE CORPORATION

-1.16%

Shares21.3K

Event2026-03-31

Filed2026-05-04

IVV

ISHARES TR

1.90%

Shares27.8K

Event2026-03-31

Filed2026-05-04

OXY

OCCIDENTAL PETE CORP

9.32%

Shares246.0K

Event2026-03-31

Filed2026-05-04

ITOT

ISHARES TR

1.73%

Shares111.3K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

0.22%

Shares75.8K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

-4.78%

Shares86.8K

Event2026-03-31

Filed2026-05-04

VIG

VANGUARD SPECIALIZED FUNDS

1.04%

Shares69.0K

Event2026-03-31

Filed2026-05-04

MGK

VANGUARD WORLD FD

1.58%

Shares39.5K

Event2026-03-31

Filed2026-05-04

BABA

ALIBABA GROUP HLDG LTD

0.12%

Shares111.2K

Event2026-03-31

Filed2026-05-04

VUG

VANGUARD INDEX FDS

2.29%

Shares28.3K

Event2026-03-31

Filed2026-05-04

VISA INC

2.76%

Shares37.6K

Event2026-03-31

Filed2026-05-04

AXP

AMERICAN EXPRESS CO

1.04%

Shares37.3K

Event2026-03-31

Filed2026-05-04

UNH

UNITEDHEALTH GROUP INC

48.50%

Shares38.0K

Event2026-03-31

Filed2026-05-04

VGT

VANGUARD WORLD FD

0.12%

Shares14.7K

Event2026-03-31

Filed2026-05-04

BAC

BANK AMERICA CORP

-4.61%

Shares196.8K

Event2026-03-31

Filed2026-05-04

INVESCO QQQ TR

-6.04%

Shares16.5K

Event2026-03-31

Filed2026-05-04

GENERAL MTRS CO

-8.20%

Shares118.9K

Event2026-03-31

Filed2026-05-04

WMT

WALMART INC

-1.24%

Shares69.1K

Event2026-03-31

Filed2026-05-04

JEPI

J P MORGAN EXCHANGE TRADED F

0.04%

Shares149.3K

Event2026-03-31

Filed2026-05-04

VTI

VANGUARD INDEX FDS

5.47%

Shares26.1K

Event2026-03-31

Filed2026-05-04

HCC

WARRIOR MET COAL INC

1.40%

Shares89.2K

Event2026-03-31

Filed2026-05-04

IWM

ISHARES TR

3.80%

Shares33.1K

Event2026-03-31

Filed2026-05-04

AMR

ALPHA METALLURGICAL RESOUR I

10.63%

Shares39.5K

Event2026-03-31

Filed2026-05-04

CITIGROUP INC

-24.97%

Shares70.3K

Event2026-03-31

Filed2026-05-04

YYY

AMPLIFY ETF TR

3.37%

Shares671.9K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

-5.87%

Shares19.2K

Event2026-03-31

Filed2026-05-04

DIS

DISNEY WALT CO

5.48%

Shares73.3K

Event2026-03-31

Filed2026-05-04

VANGUARD INTL EQUITY INDEX F

-0.16%

Shares50.2K

Event2026-03-31

Filed2026-05-04

SPY

STATE STR SPDR S&P 500 ETF T

2.04%

Shares10.6K

Event2026-03-31

Filed2026-05-04

MKL

MARKEL GROUP INC

2.94%

Shares3.4K

Event2026-03-31

Filed2026-05-04

GSLC

GOLDMAN SACHS ETF TR

0.15%

Shares50.6K

Event2026-03-31

Filed2026-05-04

CVX

CHEVRON CORPORATION

-1.02%

Shares29.9K

Event2026-03-31

Filed2026-05-04

IDV

ISHARES TR

4.56%

Shares133.0K

Event2026-03-31

Filed2026-05-04

GLD

SPDR GOLD TR

5.98%

Shares13.1K

Event2026-03-31

Filed2026-05-04

CGMS

CAPITAL GRP FIXED INCM ETF T

0.58%

Shares200.3K

Event2026-03-31

Filed2026-05-04

JEPQ

J P MORGAN EXCHANGE TRADED F

1.20%

Shares90.6K

Event2026-03-31

Filed2026-05-04

XLP

SELECT SECTOR SPDR TR

-7.80%

Shares61.3K

Event2026-03-31

Filed2026-05-04

JPM

JPMORGAN CHASE & CO

-9.80%

Shares16.7K

Event2026-03-31

Filed2026-05-04

CGGR

CAPITAL GROUP GROWTH ETF

-2.48%

Shares108.9K

Event2026-03-31

Filed2026-05-04

COCA COLA CO

5.95%

Shares57.5K

Event2026-03-31

Filed2026-05-04

PLTR

PALANTIR TECHNOLOGIES INC

5.22%

Shares29.8K

Event2026-03-31

Filed2026-05-04

KYN

KAYNE ANDERSON ENERGY INFRST

-0.84%

Shares303.7K

Event2026-03-31

Filed2026-05-04

TSLA

TESLA INC

-2.69%

Shares11.6K

Event2026-03-31

Filed2026-05-04

CGSD

CAPITAL GRP FIXED INCM ETF T

-2.46%

Shares165.1K

Event2026-03-31

Filed2026-05-04

CHUBB LTD SWITZ

3.30%

Shares12.9K

Event2026-03-31

Filed2026-05-04

SMH

VANECK ETF TRUST

9.13%

Shares10.7K

Event2026-03-31

Filed2026-05-04

EFA

ISHARES TR

9.96%

Shares42.0K

Event2026-03-31

Filed2026-05-04

BROADCOM INC

-0.40%

Shares12.5K

Event2026-03-31

Filed2026-05-04

VTV

VANGUARD INDEX FDS

-2.89%

Shares18.6K

Event2026-03-31

Filed2026-05-04

FLDR

FIDELITY MERRIMACK STR TR

0.55%

Shares71.3K

Event2026-03-31

Filed2026-05-04

BUFR

FIRST TR EXCHNG TRADED FD VI

-5.90%

Shares104.4K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

-2.04%

Shares12.2K

Event2026-03-31

Filed2026-05-04

AMGN

AMGEN INC

2.62%

Shares9.9K

Event2026-03-31

Filed2026-05-04

SCHD

SCHWAB STRATEGIC TR

12.92%

Shares108.8K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

1.81%

Shares11.0K

Event2026-03-31

Filed2026-05-04

EIPI

FIRST TR EXCHNG TRADED FD VI

26.77%

Shares137.9K

Event2026-03-31

Filed2026-05-04

META

META PLATFORMS INC

-7.68%

Shares5.0K

Event2026-03-31

Filed2026-05-04

VYMI

VANGUARD WHITEHALL FDS

-1.46%

Shares29.5K

Event2026-03-31

Filed2026-05-04

ABBV

ABBVIE INC

-7.33%

Shares12.7K

Event2026-03-31

Filed2026-05-04

QYLD

GLOBAL X FDS

-4.31%

Shares158.5K

Event2026-03-31

Filed2026-05-04

INVESCO EXCHANGE TRADED FD T

32.90%

Shares14.0K

Event2026-03-31

Filed2026-05-04

BST

BLACKROCK SCIENCE & TECHNOLO

-0.76%

Shares72.0K

Event2026-03-31

Filed2026-05-04

OEF

ISHARES TR

2.39%

Shares8.1K

Event2026-03-31

Filed2026-05-04

QQQM

INVESCO EXCH TRADED FD TR II

34.35%

Shares10.7K

Event2026-03-31

Filed2026-05-04

FTSM

FIRST TR EXCHANGE-TRADED FD

New

Shares42.2K

Event2026-03-31

Filed2026-05-04

XYLD

GLOBAL X FDS

-0.93%

Shares62.1K

Event2026-03-31

Filed2026-05-04

NOC

NORTHROP GRUMMAN CORP

0.09%

Shares3.4K

Event2026-03-31

Filed2026-05-04

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.36%

Shares6.6K

Event2026-03-31

Filed2026-05-04

XOM

EXXON MOBIL CORP

11.34%

Shares13.0K

Event2026-03-31

Filed2026-05-04

JNJ

JOHNSON & JOHNSON

-2.79%

Shares9.0K

Event2026-03-31

Filed2026-05-04

BIL

SPDR SERIES TRUST

2.77%

Shares23.6K

Event2026-03-31

Filed2026-05-04

CGMM

CAPITAL GROUP EQUITY ETF TR

8.66%

Shares73.6K

Event2026-03-31

Filed2026-05-04

HGLB

HIGHLAND GLOBAL ALLOCATION F

-6.07%

Shares264.5K

Event2026-03-31

Filed2026-05-04

IYH

ISHARES TR

9.21%

Shares32.6K

Event2026-03-31

Filed2026-05-04

GEV

GE VERNOVA INC

2.48%

Shares2.3K

Event2026-03-31

Filed2026-05-04

UTG

REAVES UTIL INCOME FD

6.23%

Shares49.7K

Event2026-03-31

Filed2026-05-04

IUSV

ISHARES TR

9.41%

Shares18.6K

Event2026-03-31

Filed2026-05-04

QTUM

ETF SER SOLUTIONS

New

Shares17.3K

Event2026-03-31

Filed2026-05-04

ASML

ASML HLDG NV

-0.50%

Shares1.4K

Event2026-03-31

Filed2026-05-04

LLY

ELI LILLY & CO

-4.31%

Shares2.0K

Event2026-03-31

Filed2026-05-04

HIX

WESTERN ASSET HIGH INCOM FD

-1.62%

Shares456.4K

Event2026-03-31

Filed2026-05-04

HQH

ABRDN HEALTHCARE INVESTORS

-1.80%

Shares100.8K

Event2026-03-31

Filed2026-05-04

WFC

WELLS FARGO & CO

-21.71%

Shares22.4K

Event2026-03-31

Filed2026-05-04

SLV

ISHARES SILVER TR

-35.10%

Shares25.8K

Event2026-03-31

Filed2026-05-04

ICSH

ISHARES TR

22.88%

Shares34.7K

Event2026-03-31

Filed2026-05-04

CGBL

CAPITAL GROUP CORE BALANCED

15.84%

Shares51.0K

Event2026-03-31

Filed2026-05-04

MERCK & CO INC

-10.98%

Shares14.6K

Event2026-03-31

Filed2026-05-04

SPGP

INVESCO EXCHANGE TRADED FD T

16.99%

Shares15.7K

Event2026-03-31

Filed2026-05-04

AIQ

GLOBAL X FDS

-12.80%

Shares35.1K

Event2026-03-31

Filed2026-05-04

VHT

VANGUARD WORLD FD

-15.19%

Shares5.9K

Event2026-03-31

Filed2026-05-04

CGIC

CAPITAL GROUP INTERNATIONAL

6.24%

Shares47.7K

Event2026-03-31

Filed2026-05-04

ABRDN GLOBAL PREMIER PPTYS F

New

Shares142.8K

Event2026-03-31

Filed2026-05-04

VYM

VANGUARD WHITEHALL FDS

-2.27%

Shares10.6K

Event2026-03-31

Filed2026-05-04

VDE

VANGUARD WORLD FD

-13.44%

Shares8.7K

Event2026-03-31

Filed2026-05-04

XLF

SELECT SECTOR SPDR TR

-7.63%

Shares30.5K

Event2026-03-31

Filed2026-05-04

FEP

FIRST TR EXCH TRD ALPHDX FD

-1.16%

Shares27.3K

Event2026-03-31

Filed2026-05-04

CAT

CATERPILLAR INC

17.90%

Shares2.1K

Event2026-03-31

Filed2026-05-04

CCJ

CAMECO CORP

3.63%

Shares13.6K

Event2026-03-31

Filed2026-05-04

USMV

ISHARES TR

10.70%

Shares15.6K

Event2026-03-31

Filed2026-05-04

GSIE

GOLDMAN SACHS ETF TR

0.00%

Shares33.3K

Event2026-03-31

Filed2026-05-04

BRK.A

BERKSHIRE HATHAWAY INC DEL

New

Shares2

Event2026-03-31

Filed2026-05-04

SRV

NXG CUSHING MIDSTREAM ENERGY

106.95%

Shares32.2K

Event2026-03-31

Filed2026-05-04

FAX

ABRDN ASIA PACIFIC INCOME FU

-3.64%

Shares97.0K

Event2026-03-31

Filed2026-05-04

NFLX

NETFLIX INC.

-12.39%

Shares14.1K

Event2026-03-31

Filed2026-05-04

ITA

ISHARES TR

35.95%

Shares6.2K

Event2026-03-31

Filed2026-05-04

MASTERCARD INCORPORATED

-2.11%

Shares2.6K

Event2026-03-31

Filed2026-05-04

WIW

WESTERN AST INFL LKD OPP & I

3.17%

Shares156.4K

Event2026-03-31

Filed2026-05-04

IBKR

INTERACTIVE BROKERS GROUP IN

7.29%

Shares18.8K

Event2026-03-31

Filed2026-05-04

DIA

STATE STR SPDR DOW JONES IND

3.39%

Shares2.7K

Event2026-03-31

Filed2026-05-04

ISHARES GOLD TR

-13.18%

Shares14.2K

Event2026-03-31

Filed2026-05-04

EEM

ISHARES TR

20.22%

Shares22.0K

Event2026-03-31

Filed2026-05-04

IJR

ISHARES TR

13.72%

Shares9.4K

Event2026-03-31

Filed2026-05-04

FBND

FIDELITY MERRIMACK STR TR

34.64%

Shares24.7K

Event2026-03-31

Filed2026-05-04

AMD

ADVANCED MICRO DEVICES INC

4.60%

Shares5.5K

Event2026-03-31

Filed2026-05-04

JMUB

J P MORGAN EXCHANGE TRADED F

-8.10%

Shares22.3K

Event2026-03-31

Filed2026-05-04

URA

GLOBAL X FDS

6.47%

Shares22.9K

Event2026-03-31

Filed2026-05-04

ABT

ABBOTT LABORATORIES

-4.59%

Shares10.7K

Event2026-03-31

Filed2026-05-04

UTF

COHEN & STEERS INFRASTRUCTUR

2.07%

Shares42.1K

Event2026-03-31

Filed2026-05-04

DJIA

GLOBAL X FDS

-2.45%

Shares51.8K

Event2026-03-31

Filed2026-05-04

TYG

TORTOISE ENERGY INFRSTRCTR C

2.66%

Shares21.6K

Event2026-03-31

Filed2026-05-04

CURTISS WRIGHT CORP

-21.16%

Shares1.6K

Event2026-03-31

Filed2026-05-04

IYY

ISHARES TR

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-04

BSTZ

BLACKROCK SCIENCE & TECHNOLO

5.07%

Shares45.3K

Event2026-03-31

Filed2026-05-04

PFE

PFIZER INC

-2.68%

Shares35.7K

Event2026-03-31

Filed2026-05-04

LINDE PLC

-3.96%

Shares2.0K

Event2026-03-31

Filed2026-05-04

GPIQ

GOLDMAN SACHS ETF TR

15.12%

Shares20.0K

Event2026-03-31

Filed2026-05-04

OBDC

BLUE OWL CAPITAL CORPORATION

-8.46%

Shares88.7K

Event2026-03-31

Filed2026-05-04

KNG

FIRST TR EXCHANGE-TRADED FD

-22.42%

Shares20.1K

Event2026-03-31

Filed2026-05-04

CGUS

CAPITAL GROUP CORE EQUITY ET

7.61%

Shares25.0K

Event2026-03-31

Filed2026-05-04

HOME DEPOT INC

3.20%

Shares2.9K

Event2026-03-31

Filed2026-05-04

VNQ

VANGUARD INDEX FDS

-16.86%

Shares10.4K

Event2026-03-31

Filed2026-05-04

AOD

ABRDN TOTAL DYNAMIC DIVIDEND

7.28%

Shares100.2K

Event2026-03-31

Filed2026-05-04

GE AEROSPACE

0.19%

Shares3.2K

Event2026-03-31

Filed2026-05-04

RYLD

GLOBAL X FDS

4.73%

Shares60.9K

Event2026-03-31

Filed2026-05-04

CMF

ISHARES TR

5.09%

Shares16.0K

Event2026-03-31

Filed2026-05-04

XLI

SELECT SECTOR SPDR TR

-29.87%

Shares5.6K

Event2026-03-31

Filed2026-05-04

BAI

BLACKROCK ETF TRUST

69.58%

Shares27.2K

Event2026-03-31

Filed2026-05-04

IFRA

ISHARES TR

-4.23%

Shares15.5K

Event2026-03-31

Filed2026-05-04

BOEING CO

-6.85%

Shares4.4K

Event2026-03-31

Filed2026-05-04

IWB

ISHARES TR

0.33%

Shares2.4K

Event2026-03-31

Filed2026-05-04

EOD

ALLSPRING GLOBAL DIVIDEND OP

-11.58%

Shares145.1K

Event2026-03-31

Filed2026-05-04

IAE

VOYA ASIA PAC HIGH DIV EQT I

0.62%

Shares114.0K

Event2026-03-31

Filed2026-05-04

HON

HONEYWELL INTL INC

11.34%

Shares3.6K

Event2026-03-31

Filed2026-05-04

RVT

ROYCE SMALL CAP TRUST INC

-5.17%

Shares49.4K

Event2026-03-31

Filed2026-05-04

VERIZON COMMUNICATIONS INC

-10.68%

Shares15.9K

Event2026-03-31

Filed2026-05-04

IVW

ISHARES TR

18.55%

Shares7.0K

Event2026-03-31

Filed2026-05-04

DUKE ENERGY CORP NEW

2.49%

Shares6.0K

Event2026-03-31

Filed2026-05-04

SGOV

ISHARES TR

3.14%

Shares7.7K

Event2026-03-31

Filed2026-05-04

ORCL

ORACLE CORP

72.58%

Shares5.3K

Event2026-03-31

Filed2026-05-04

SHV

ISHARES TR

123.92%

Shares7.0K

Event2026-03-31

Filed2026-05-04

EVV

EATON VANCE LIMITED DURATION

0.00%

Shares81.8K

Event2026-03-31

Filed2026-05-04

AVK

ADVENT CONV & INCOME FD

-2.55%

Shares69.1K

Event2026-03-31

Filed2026-05-04

EMXC

ISHARES INC

9.51%

Shares9.8K

Event2026-03-31

Filed2026-05-04

RQI

COHEN & STEERS QUALITY INCOM

-2.43%

Shares63.2K

Event2026-03-31

Filed2026-05-04

CSCO

CISCO SYS INC

-5.36%

Shares9.6K

Event2026-03-31

Filed2026-05-04

DGRW

WISDOMTREE TR

12.16%

Shares8.4K

Event2026-03-31

Filed2026-05-04

NDIV

AMPLIFY ETF TR

68.56%

Shares20.5K

Event2026-03-31

Filed2026-05-04

FTCS

FIRST TR EXCHANGE-TRADED FD

4.52%

Shares7.9K

Event2026-03-31

Filed2026-05-04

TDY

TELEDYNE TECHNOLOGIES INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-04

CFA

VICTORY PORTFOLIOS II

23.75%

Shares7.7K

Event2026-03-31

Filed2026-05-04

LMT

LOCKHEED MARTIN CORP

27.25%

Shares1.2K

Event2026-03-31

Filed2026-05-04

PEY

INVESCO EXCHANGE TRADED FD T

-1.48%

Shares31.9K

Event2026-03-31

Filed2026-05-04

NEE

NEXTERA ENERGY INC

-18.82%

Shares7.3K

Event2026-03-31

Filed2026-05-04

NRO

NEUBERGER R/EST SECS INC FD

-5.49%

Shares239.3K

Event2026-03-31

Filed2026-05-04

PEP

PEPSICO INC

-8.41%

Shares4.4K

Event2026-03-31

Filed2026-05-04

CGDV

CAPITAL GROUP DIVIDEND VALUE

22.84%

Shares15.9K

Event2026-03-31

Filed2026-05-04

ASTRAZENECA PLC

New

Shares3.5K

Event2026-03-31

Filed2026-05-04

XLG

INVESCO EXCHANGE TRADED FD T

-0.72%

Shares12.4K

Event2026-03-31

Filed2026-05-04

IWF

ISHARES TR

-7.55%

Shares1.5K

Event2026-03-31

Filed2026-05-04

FOF

COHEN & STEERS CLOSED-END

0.26%

Shares50.6K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

14.96%

Shares2.5K

Event2026-03-31

Filed2026-05-04

VEA

VANGUARD TAX-MANAGED FDS

1.40%

Shares9.9K

Event2026-03-31

Filed2026-05-04

RTX

RTX CORPORATION

-3.16%

Shares3.1K

Event2026-03-31

Filed2026-05-04

GGN

GAMCO GLOBAL GOLD NAT RES &

0.00%

Shares112.6K

Event2026-03-31

Filed2026-05-04

BHK

BLACKROCK CORE BD TR

0.46%

Shares65.2K

Event2026-03-31

Filed2026-05-04

PROCTER & GAMBLE CO

-5.02%

Shares4.1K

Event2026-03-31

Filed2026-05-04

ETY

EATON VANCE TAX-MANAGED DIVE

-10.07%

Shares42.9K

Event2026-03-31

Filed2026-05-04

AVUV

AMERICAN CENTY ETF TR

-4.18%

Shares5.3K

Event2026-03-31

Filed2026-05-04

BMEZ

BLACKROCK HEALTH SCIENCES TE

16.68%

Shares40.5K

Event2026-03-31

Filed2026-05-04

AT&T INC

-11.24%

Shares20.0K

Event2026-03-31

Filed2026-05-04

RMT

ROYCE MICRO-CAP TR INC

-13.24%

Shares50.6K

Event2026-03-31

Filed2026-05-04

EXG

EATON VANCE TAX-MANAGED GLOB

-0.30%

Shares66.0K

Event2026-03-31

Filed2026-05-04

RIV

RIVERNORTH OPPORTUNITIES FD

-0.59%

Shares50.9K

Event2026-03-31

Filed2026-05-04

XLV

SELECT SECTOR SPDR TR

0.16%

Shares3.8K

Event2026-03-31

Filed2026-05-04

VDC

VANGUARD WORLD FD

1.86%

Shares2.5K

Event2026-03-31

Filed2026-05-04

PWZ

INVESCO EXCH TRADED FD TR II

0.00%

Shares23.2K

Event2026-03-31

Filed2026-05-04

SOR

SOURCE CAPITAL

-1.92%

Shares11.9K

Event2026-03-31

Filed2026-05-04

FDL

FIRST TR EXCHANGE-TRADED FD

1.06%

Shares10.9K

Event2026-03-31

Filed2026-05-04

GSEP

FIRST TR EXCHNG TRADED FD VI

0.70%

Shares14.4K

Event2026-03-31

Filed2026-05-04

UNP

UNION PAC CORP

-8.13%

Shares2.3K

Event2026-03-31

Filed2026-05-04

TDG

TRANSDIGM GROUP INC

-5.02%

Shares473

Event2026-03-31

Filed2026-05-04

IBM

INTERNATIONAL BUSINESS MACHS

-13.67%

Shares2.2K

Event2026-03-31

Filed2026-05-04

QUAL

ISHARES TR

-2.56%

Shares2.8K

Event2026-03-31

Filed2026-05-04

NMAI

NUVEEN MULTI ASSET INCOME FU

7.93%

Shares43.6K

Event2026-03-31

Filed2026-05-04

SHLD

GLOBAL X FDS

New

Shares7.6K

Event2026-03-31

Filed2026-05-04

VIS

VANGUARD WORLD FD

86.15%

Shares1.7K

Event2026-03-31

Filed2026-05-04

UDEC

INNOVATOR ETFS TRUST

0.00%

Shares13.5K

Event2026-03-31

Filed2026-05-04

CSRE

COHEN & STEERS ETF TRUST

22.17%

Shares19.8K

Event2026-03-31

Filed2026-05-04

CSQ

CALAMOS STRATEGIC TOTAL RETU

-6.19%

Shares30.3K

Event2026-03-31

Filed2026-05-04

IJH

ISHARES TR

-7.19%

Shares7.7K

Event2026-03-31

Filed2026-05-04

SGI

SOMNIGROUP INTERNATIONAL INC

0.00%

Shares7.0K

Event2026-03-31

Filed2026-05-04

LOW

LOWES COS INC

0.37%

Shares2.2K

Event2026-03-31

Filed2026-05-04

VXUS

VANGUARD STAR FDS

-1.32%

Shares6.6K

Event2026-03-31

Filed2026-05-04

IGD

VOYA GLBL EQTY DIV & PREM OP

0.00%

Shares88.0K

Event2026-03-31

Filed2026-05-04

XLY

SELECT SECTOR SPDR TR

-18.40%

Shares4.6K

Event2026-03-31

Filed2026-05-04

PFFA

ETFIS SER TR I

0.99%

Shares24.1K

Event2026-03-31

Filed2026-05-04

CVNA

CARVANA CO

-9.03%

Shares1.5K

Event2026-03-31

Filed2026-05-04

SEAGATE TECHNOLOGY HLDNGS PL

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-04

PTY

PIMCO CORPORATE & INCOME OPP

10.03%

Shares39.4K

Event2026-03-31

Filed2026-05-04

SYK

STRYKER CORPORATION

4.28%

Shares1.4K

Event2026-03-31

Filed2026-05-04

PSTG

EVERPURE INC

0.76%

Shares8.0K

Event2026-03-31

Filed2026-05-04

GRAL

GRAIL INC

-58.85%

Shares9.1K

Event2026-03-31

Filed2026-05-04

BIO

BIO RAD LABS INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-04

PDP

INVESCO EXCHANGE TRADED FD T

28.07%

Shares3.9K

Event2026-03-31

Filed2026-05-04

ESGU

ISHARES TR

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-04

NFG

NATIONAL FUEL GAS CO

New

Shares4.9K

Event2026-03-31

Filed2026-05-04

PGZ

PRINCIPAL REAL ESTATE INCOME

5.47%

Shares48.2K

Event2026-03-31

Filed2026-05-04

FIRST TR EXCHANGE TRADED FD

25.29%

Shares7.6K

Event2026-03-31

Filed2026-05-04

BLACKROCK INC

-3.06%

Shares475

Event2026-03-31

Filed2026-05-04

ABRDN AUSTRALIA EQUITY FD IN

5.90%

Shares36.5K

Event2026-03-31

Filed2026-05-04

PUI

INVESCO EXCHANGE TRADED FD T

1.84%

Shares9.4K

Event2026-03-31

Filed2026-05-04

IWP

ISHARES TR

6.61%

Shares3.4K

Event2026-03-31

Filed2026-05-04

DVA

DAVITA INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-04

XAR

SPDR SERIES TRUST

13.54%

Shares1.7K

Event2026-03-31

Filed2026-05-04

ESGV

VANGUARD WORLD FD

6.17%

Shares3.9K

Event2026-03-31

Filed2026-05-04

LDUR

PIMCO ETF TR

-19.43%

Shares4.5K

Event2026-03-31

Filed2026-05-04

JRS

NUVEEN REAL ESTATE INCOME FD

-3.69%

Shares57.5K

Event2026-03-31

Filed2026-05-04

VTEB

VANGUARD MUN BD FDS

35.49%

Shares8.6K

Event2026-03-31

Filed2026-05-04

EFV

ISHARES TR

New

Shares5.6K

Event2026-03-31

Filed2026-05-04

MEGI

NYLI CBRE GBL INFR MEGTRNDS

0.00%

Shares27.5K

Event2026-03-31

Filed2026-05-04

SBUX

STARBUCKS CORP

3.52%

Shares4.5K

Event2026-03-31

Filed2026-05-04

FDHY

FIDELITY COVINGTON TRUST

0.00%

Shares8.3K

Event2026-03-31

Filed2026-05-04

XLE

SELECT SECTOR SPDR TR

0.32%

Shares6.6K

Event2026-03-31

Filed2026-05-04

BMY

BRISTOL-MYERS SQUIBB CO

2.51%

Shares6.6K

Event2026-03-31

Filed2026-05-04

FTEC

FIDELITY COVINGTON TRUST

8.51%

Shares1.9K

Event2026-03-31

Filed2026-05-04

SCD

LMP CAP & INCOME FD INC

6.59%

Shares25.9K

Event2026-03-31

Filed2026-05-04

VBR

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-04

IWD

ISHARES TR

-14.79%

Shares1.8K

Event2026-03-31

Filed2026-05-04

SCHM

SCHWAB STRATEGIC TR

10.50%

Shares12.4K

Event2026-03-31

Filed2026-05-04

PCEF

INVESCO EXCH TRADED FD TR II

-1.46%

Shares20.3K

Event2026-03-31

Filed2026-05-04

SPYV

SPDR SERIES TRUST

24.13%

Shares6.7K

Event2026-03-31

Filed2026-05-04

EFX

EQUIFAX INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-04

MAYW

AIM ETF PRODUCTS TRUST

-6.72%

Shares11.1K

Event2026-03-31

Filed2026-05-04

IWY

ISHARES TR

8.93%

Shares1.5K

Event2026-03-31

Filed2026-05-04

IEFA

ISHARES TR

-4.72%

Shares4.1K

Event2026-03-31

Filed2026-05-04

RFI

COHEN & STEERS TOTAL RETURN

2.77%

Shares33.4K

Event2026-03-31

Filed2026-05-04

ESML

ISHARES TR

0.10%

Shares7.9K

Event2026-03-31

Filed2026-05-04

MLPX

GLOBAL X FDS

New

Shares5.0K

Event2026-03-31

Filed2026-05-04

WTV

WISDOMTREE TR

New

Shares3.8K

Event2026-03-31

Filed2026-05-04

IGR

CBRE GBL REAL ESTATE INC FD

32.10%

Shares82.3K

Event2026-03-31

Filed2026-05-04

SPYG

SPDR SERIES TRUST

New

Shares3.6K

Event2026-03-31

Filed2026-05-04

AGD

ABRDN GLOBAL DYNAMIC DIVIDEN

0.00%

Shares32.8K

Event2026-03-31

Filed2026-05-04

TPZ

TORTOISE CAPITAL SERIES TRUS

16.56%

Shares16.2K

Event2026-03-31

Filed2026-05-04

MINT

PIMCO ETF TR

-26.76%

Shares3.5K

Event2026-03-31

Filed2026-05-04

JPC

NUVEEN PFD & INCOME OPPORTUN

-0.54%

Shares46.7K

Event2026-03-31

Filed2026-05-04

PFF

ISHARES TR

0.11%

Shares11.6K

Event2026-03-31

Filed2026-05-04

MMM

3M CO

-3.94%

Shares2.4K

Event2026-03-31

Filed2026-05-04

IVE

ISHARES TR

1.48%

Shares1.6K

Event2026-03-31

Filed2026-05-04

ACP

ABRDN INCOME CREDIT STRATEGI

-29.78%

Shares68.2K

Event2026-03-31

Filed2026-05-04

AFL

AFLAC INC

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-04

XLU

SELECT SECTOR SPDR TR

1.37%

Shares7.6K

Event2026-03-31

Filed2026-05-04

BALT

INNOVATOR ETFS TRUST

29.26%

Shares10.4K

Event2026-03-31

Filed2026-05-04

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares562

Event2026-03-31

Filed2026-05-04

SHEL

SHELL PLC

-28.59%

Shares3.7K

Event2026-03-31

Filed2026-05-04

IEMG

ISHARES INC

42.92%

Shares4.9K

Event2026-03-31

Filed2026-05-04

BOE

BLACKROCK ENHANCED GLOBAL

-1.98%

Shares31.4K

Event2026-03-31

Filed2026-05-04

TMO

THERMO FISHER SCIENTIFIC INC

-0.71%

Shares697

Event2026-03-31

Filed2026-05-04

EATON CORP PLC

-3.04%

Shares956

Event2026-03-31

Filed2026-05-04

SRE

SEMPRA

6.42%

Shares3.5K

Event2026-03-31

Filed2026-05-04

PHILIP MORRIS INTL INC

-4.22%

Shares2.0K

Event2026-03-31

Filed2026-05-04

APLD

APPLIED DIGITAL CORP

-17.60%

Shares14.1K

Event2026-03-31

Filed2026-05-04

VXF

VANGUARD INDEX FDS

1.49%

Shares1.6K

Event2026-03-31

Filed2026-05-04

EPD

ENTERPRISE PRODS PARTNERS L

24.50%

Shares8.8K

Event2026-03-31

Filed2026-05-04

STEW

SRH TOTAL RETURN FUND INC

-8.11%

Shares19.3K

Event2026-03-31

Filed2026-05-04

VWO

VANGUARD INTL EQUITY INDEX F

5.82%

Shares5.9K

Event2026-03-31

Filed2026-05-04

LQD

ISHARES TR

0.10%

Shares2.9K

Event2026-03-31

Filed2026-05-04

HEDJ

WISDOMTREE TR

3.61%

Shares6.1K

Event2026-03-31

Filed2026-05-04

QCOM

QUALCOMM INC

-3.59%

Shares2.5K

Event2026-03-31

Filed2026-05-04

MUNI

PIMCO ETF TR

0.82%

Shares6.0K

Event2026-03-31

Filed2026-05-04

NXP

NUVEEN SELECT TAX-FREE INCOM

New

Shares21.8K

Event2026-03-31

Filed2026-05-04

ETG

EATON VANCE TX ADV GLBL DIV

0.00%

Shares15.5K

Event2026-03-31

Filed2026-05-04

PROFESIONALLY MANAGED PORTFO

New

Shares21.9K

Event2026-03-31

Filed2026-05-04

VCR

VANGUARD WORLD FD

18.81%

Shares859

Event2026-03-31

Filed2026-05-04

CRM

SALESFORCE INC

14.99%

Shares1.6K

Event2026-03-31

Filed2026-05-04

CGCP

CAPITAL GRP FIXED INCM ETF T

12.99%

Shares13.5K

Event2026-03-31

Filed2026-05-04

IDE

VOYA INFRASTRUCTURE INDLS &

-15.25%

Shares23.9K

Event2026-03-31

Filed2026-05-04

VOT

VANGUARD INDEX FDS

1.40%

Shares1.2K

Event2026-03-31

Filed2026-05-04

ICLO

INVESCO ACTIVELY MANAGED EXC

-16.08%

Shares11.5K

Event2026-03-31

Filed2026-05-04

HDV

ISHARES TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-04

BDJ

BLACKROCK ENHANCED EQUITY DI

-4.99%

Shares33.3K

Event2026-03-31

Filed2026-05-04

ANNALY CAPITAL MANAGEMENT IN

0.00%

Shares13.6K

Event2026-03-31

Filed2026-05-04

INTC

INTEL CORP

-21.22%

Shares6.4K

Event2026-03-31

Filed2026-05-04

ESGD

ISHARES TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-04

ARDC

ARES DYNAMIC CR ALLOCATION F

-25.20%

Shares23.1K

Event2026-03-31

Filed2026-05-04

NJAN

INNOVATOR ETFS TRUST

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-04

JGH

NUVEEN GLOBAL HIGH INCOME FD

-0.87%

Shares22.7K

Event2026-03-31

Filed2026-05-04

ASGI

ABRDN GLOBAL INFRA INCOME FU

0.00%

Shares12.3K

Event2026-03-31

Filed2026-05-04

NWBI

NORTHWEST BANCSHARES INC

New

Shares21.6K

Event2026-03-31

Filed2026-05-04

MDLZ

MONDELEZ INTL INC

-13.22%

Shares4.8K

Event2026-03-31

Filed2026-05-04

RSPT

INVESCO EXCHANGE TRADED FD T

3.42%

Shares6.0K

Event2026-03-31

Filed2026-05-04

USRT

ISHARES TR

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-04

CALI

BLACKROCK ETF TRUST II

0.00%

Shares5.4K

Event2026-03-31

Filed2026-05-04

GLV

CLOUGH GLOBAL DIVID & INCOME

9.69%

Shares45.3K

Event2026-03-31

Filed2026-05-04

PMAY

INNOVATOR ETFS TRUST

0.00%

Shares6.7K

Event2026-03-31

Filed2026-05-04

ENB

ENBRIDGE INC

-17.16%

Shares4.9K

Event2026-03-31

Filed2026-05-04

EMO

CLEARBRIDGE ENERGY MIDSTREAM

New

Shares5.0K

Event2026-03-31

Filed2026-05-04

SHOP

SHOPIFY INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-04

BGR

BLACKROCK ENERGY & RES TR

15.03%

Shares15.3K

Event2026-03-31

Filed2026-05-04

DBND

DOUBLELINE ETF TRUST

0.71%

Shares5.8K

Event2026-03-31

Filed2026-05-04

NVO

NOVO-NORDISK A S

18.11%

Shares7.2K

Event2026-03-31

Filed2026-05-04

IWL

ISHARES TR

-1.21%

Shares1.6K

Event2026-03-31

Filed2026-05-04

FXL

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-04

LHX

L3HARRIS TECHNOLOGIES INC

New

Shares749

Event2026-03-31

Filed2026-05-04

GILD

GILEAD SCIENCES INC

0.05%

Shares1.8K

Event2026-03-31

Filed2026-05-04

APA CORPORATION

New

Shares6.0K

Event2026-03-31

Filed2026-05-04

MATX

MATSON INC

New

Shares1.6K

Event2026-03-31

Filed2026-05-04

IHD

VOYA EMERGING MKTS HIGH DIVI

-17.39%

Shares38.0K

Event2026-03-31

Filed2026-05-04

XLC

SELECT SECTOR SPDR TR

-8.85%

Shares2.2K

Event2026-03-31

Filed2026-05-04

ALTRIA GROUP INC

3.52%

Shares3.7K

Event2026-03-31

Filed2026-05-04

PSX

PHILLIPS 66

New

Shares1.3K

Event2026-03-31

Filed2026-05-04

UPS

UNITED PARCEL SVCS INC

-1.28%

Shares2.5K

Event2026-03-31

Filed2026-05-04

NZF

NUVEEN MUN CR INCOME FD

0.00%

Shares19.8K

Event2026-03-31

Filed2026-05-04

LOOP

LOOP INDS INC

0.00%

Shares167.6K

Event2026-03-31

Filed2026-05-04

NKE

NIKE INC

New

Shares4.5K

Event2026-03-31

Filed2026-05-04

GJUL

FIRST TR EXCHNG TRADED FD VI

-13.59%

Shares5.8K

Event2026-03-31

Filed2026-05-04

CGIE

CAPITAL GROUP INTERNATIONAL

-5.20%

Shares7.0K

Event2026-03-31

Filed2026-05-04

VFH

VANGUARD WORLD FD

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-04

IJJ

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-04

BARRICK MNG CORP

-39.32%

Shares5.7K

Event2026-03-31

Filed2026-05-04

CGCB

CAPITAL GRP FIXED INCM ETF T

New

Shares8.9K

Event2026-03-31

Filed2026-05-04

TLT

ISHARES TR

-3.95%

Shares2.7K

Event2026-03-31

Filed2026-05-04

USA

LIBERTY ALL STAR EQUITY FD

-1.03%

Shares41.7K

Event2026-03-31

Filed2026-05-04

MGV

VANGUARD WORLD FD

New

Shares1.6K

Event2026-03-31

Filed2026-05-04

TCAF

T ROWE PRICE ETF INC

-1.47%

Shares6.4K

Event2026-03-31

Filed2026-05-04

MUC

BLACKROCK MUNIHLDNGS CALI

22.52%

Shares22.0K

Event2026-03-31

Filed2026-05-04

ROK

ROCKWELL AUTOMATION INC

9.34%

Shares632

Event2026-03-31

Filed2026-05-04

DGRO

ISHARES TR

0.47%

Shares3.2K

Event2026-03-31

Filed2026-05-04

VOX

VANGUARD WORLD FD

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-04

CRWD

CROWDSTRIKE HLDGS INC

New

Shares572

Event2026-03-31

Filed2026-05-04

FTQI

FIRST TR EXCHANGE TRADED FD

1.82%

Shares11.2K

Event2026-03-31

Filed2026-05-04

JQC

NUVEEN CR STRATEGIES INCOME

-2.18%

Shares44.8K

Event2026-03-31

Filed2026-05-04

NAC

NUVEEN CA DIVI ADV MUN

20.03%

Shares18.5K

Event2026-03-31

Filed2026-05-04

QDEC

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-04

FELC

FIDELITY COVINGTON TRUST

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-04

FORD MTR CO

-15.77%

Shares18.3K

Event2026-03-31

Filed2026-05-04

QSPT

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-04

PDO

PIMCO DYNAMIC INCOME OPRNTS

0.67%

Shares16.1K

Event2026-03-31

Filed2026-05-04

CHW

CALAMOS GBL DYN INCOME FUND

-31.01%

Shares28.7K

Event2026-03-31

Filed2026-05-04

SCHB

SCHWAB STRATEGIC TR

New

Shares8.3K

Event2026-03-31

Filed2026-05-04

HIO

WESTERN ASSET HIGH INCOME OP

-11.52%

Shares56.9K

Event2026-03-31

Filed2026-05-04

PAVE

GLOBAL X FDS

New

Shares4.1K

Event2026-03-31

Filed2026-05-04

NBSD

NEUBERGER BERMAN ETF TRUST

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-04

WASTE MGMT INC DEL

New

Shares878

Event2026-03-31

Filed2026-05-04

ADP

AUTOMATIC DATA PROCESSING IN

-5.52%

Shares992

Event2026-03-31

Filed2026-05-04

GDX

VANECK ETF TRUST

New

Shares2.2K

Event2026-03-31

Filed2026-05-04

HEQ

JOHN HANCOCK DIVERSIFIED INC

0.00%

Shares18.4K

Event2026-03-31

Filed2026-05-04

SPE

SPECIAL OPPORTUNITIES FD INC

4.66%

Shares14.2K

Event2026-03-31

Filed2026-05-04

BGY

BLACKROCK ENHANCED INTL DIV

-19.90%

Shares36.2K

Event2026-03-31

Filed2026-05-04

BLUEROCK PVT REAL ESTATE FD

-8.67%

Shares11.5K

Event2026-03-31

Filed2026-05-04

THQ

ABRDN HEALTHCARE OPPORTUNITI

-0.39%

Shares11.3K

Event2026-03-31

Filed2026-05-04

IGA

VOYA GLBL ADV & PREM OPP FD

0.00%

Shares18.9K

Event2026-03-31

Filed2026-05-04

VCV

INVESCO CALIF VALUE MUN INCO

15.72%

Shares17.3K

Event2026-03-31

Filed2026-05-04

SPXX

NUVEEN S&P 500 DYNAMIC OVERW

New

Shares11.2K

Event2026-03-31

Filed2026-05-04

PAXS

PIMCO ACCESS INCOME FUND

0.00%

Shares12.3K

Event2026-03-31

Filed2026-05-04

FLO

FLOWERS FOODS INC

New

Shares20.6K

Event2026-03-31

Filed2026-05-04

MMU

WESTERN ASSET MANAGED MUNS F

-16.76%

Shares14.9K

Event2026-03-31

Filed2026-05-04

ONDS

ONDAS INC

New

Shares16.6K

Event2026-03-31

Filed2026-05-04

FCT

FIRST TR SR FLTG RATE INCOME

-18.30%

Shares15.5K

Event2026-03-31

Filed2026-05-04

JCE

NUVEEN CORE EQUITY ALPHA FD

-16.53%

Shares10.1K

Event2026-03-31

Filed2026-05-04

THW

ABRDN WORLD HEALTHCARE FUND

0.00%

Shares12.4K

Event2026-03-31

Filed2026-05-04

JRI

NUVEEN REAL ASSET INCOME & G

4.71%

Shares11.1K

Event2026-03-31

Filed2026-05-04

HYT

BLACKROCK CORPOR HI YLD FD I

0.00%

Shares16.0K

Event2026-03-31

Filed2026-05-04

ETJ

EATON VANCE RISK-MANAGED DIV

0.00%

Shares16.3K

Event2026-03-31

Filed2026-05-04

AGNC

AGNC INVT CORP

New

Shares12.4K

Event2026-03-31

Filed2026-05-04

JFR

NUVEEN FLOATING RATE INCOME

-43.18%

Shares16.4K

Event2026-03-31

Filed2026-05-04

PMM

PUTNAM MANAGED MUN INCOME TR

New

Shares20.0K

Event2026-03-31

Filed2026-05-04

NIM

NUVEEN SELECT MAT MUN FD

0.00%

Shares12.5K

Event2026-03-31

Filed2026-05-04

DSL

DOUBLELINE INCOME SOLUTIONS

0.44%

Shares10.5K

Event2026-03-31

Filed2026-05-04

EAD

ALLSPRING INCOME OPPORTUNIT

0.00%

Shares17.3K

Event2026-03-31

Filed2026-05-04

MYI

BLACKROCK MUNIYIELD QUALITY

New

Shares10.1K

Event2026-03-31

Filed2026-05-04

HLN

HALEON PLC

New

Shares10.2K

Event2026-03-31

Filed2026-05-04

ABR

ARBOR REALTY TRUST INC

0.00%

Shares12.9K

Event2026-03-31

Filed2026-05-04

CLM

CORNERSTONE STRATEGIC INVEST

8.00%

Shares13.5K

Event2026-03-31

Filed2026-05-04

DMA

DESTRA MULTI-ALTERNATIVE FD

-17.61%

Shares11.7K

Event2026-03-31

Filed2026-05-04

ETW

EATON VANCE TAX-MANAGED GLOB

-21.32%

Shares10.7K

Event2026-03-31

Filed2026-05-04

GLO

CLOUGH GLOBAL OPPORTUNITIES

0.00%

Shares15.0K

Event2026-03-31

Filed2026-05-04

GNT

GAMCO NAT RES GOLD & INCOME

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-04

ADT

ADT INC DEL

New

Shares12.4K

Event2026-03-31

Filed2026-05-04

PCF

HIGH INCOME SECS FD

-17.96%

Shares13.7K

Event2026-03-31

Filed2026-05-04

OIA

INVESCO MUNI INCOME OPP TRST

0.00%

Shares12.2K

Event2026-03-31

Filed2026-05-04

FTF

FRANKLIN LTD DURATION INCOME

-12.31%

Shares11.4K

Event2026-03-31

Filed2026-05-04

HFRO

HIGHLAND OPPS & INCOME FD

-49.76%

Shares10.4K

Event2026-03-31

Filed2026-05-04

CTSO

CYTOSORBENTS CORP

0.00%

Shares104.1K

Event2026-03-31

Filed2026-05-04

MFM

MFS MUN INCOME TR

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-04

MPW

MEDICAL PROPERTIES TRUST INC

0.00%

Shares11.0K

Event2026-03-31

Filed2026-05-04

VVR

INVESCO SR INCOME TR

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-04

ABEV

AMBEV SA

-13.07%

Shares10.5K

Event2026-03-31

Filed2026-05-04

FEMY

FEMASYS INC

0.00%

Shares47.1K

Event2026-03-31

Filed2026-05-04

POWERBANK CORP

0.00%

Shares30.0K

Event2026-03-31

Filed2026-05-04

SLDPW

SOLID POWER INC

-33.01%

Shares20.7K

Event2026-03-31

Filed2026-05-04

Call Option Holdings

OXY Call CallOCCIDENTAL PETE CORP23 shares27.78%2026-03-312026-05-04

UNH Call CallUNITEDHEALTH GROUP INC12 shares33.33%2026-03-312026-05-04

CVX Call CallCHEVRON CORPORATION7 shares0.00%2026-03-312026-05-04

BABA Call CallALIBABA GROUP HLDG LTD8 shares0.00%2026-03-312026-05-04

OXY Call

OCCIDENTAL PETE CORP

27.78%

Shares23

Event2026-03-31

Filed2026-05-04

UNH Call

UNITEDHEALTH GROUP INC

33.33%

Shares12

Event2026-03-31

Filed2026-05-04

CVX Call

CHEVRON CORPORATION

0.00%

Shares7

Event2026-03-31

Filed2026-05-04

BABA Call

ALIBABA GROUP HLDG LTD

0.00%

Shares8

Event2026-03-31

Filed2026-05-04

Put Option Holdings

No put option holdings data available