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The Analysis of Obermeyer Wealth Partners's Holdings & P&L

Currently, Obermeyer Wealth Partners holds 298 types of securities in its portfolio with a total value $2.2B. In the most recent quarter, they have increased their positions in VTI (+409.4K shares, valued at $131.3M), VXUS (+747.7K shares, valued at $57.7M), MCO (+54.4K shares, valued at $23.8M); decreased their positions in WMT (-324.4K shares, valued at $40.3M), NEE (-287.8K shares, valued at $26.7M), NVR (-3.9K shares, valued at $25.8M); initiated new positions in MCO (+54.4K shares, valued at $23.8M), N/A (+11.6K shares, valued at $2.3M), N/A (+5.9K shares, valued at $449.8K).

1M P&L

+44.1M+2.35%

3M P&L

+49.5M+2.64%

HY P&L

+152.8M+8.62%

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/A715.6M

41.0%

2Semiconductors184.9M

10.6%

3Consumer Electronics82.3M

4.7%

Top Industries by Stock Count

1N/A97 stocks

36.9%

2Software - Application8 stocks

3.0%

3Oil & Gas Midstream8 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS601.8K shares212.78%2026-03-312026-04-21

ALPHABET INC ALPHABET INC375.7K shares-2.37%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS158.0K shares1.61%2026-03-312026-04-21

QUAL ISHARES TR455.8K shares-16.91%2026-03-312026-04-21

TSM TAIWAN SEMICONDUCTOR MANUFAC253.5K shares-1.19%2026-03-312026-04-21

AAPL APPLE INC324.2K shares-0.98%2026-03-312026-04-21

JAAA JANUS DETROIT STR TR1.6M shares5.93%2026-03-312026-04-21

MSFT MICROSOFT CORP202.6K shares-0.02%2026-03-312026-04-21

Sponsored

NVDA NVIDIA CORPORATION424.0K shares-2.64%2026-03-312026-04-21

TBIL RBB FD INC1.4M shares5.22%2026-03-312026-04-21

AMZN AMAZON COM INC321.0K shares0.10%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL134.3K shares0.25%2026-03-312026-04-21

URTH ISHARES INC350.0K shares-0.86%2026-03-312026-04-21

BROADCOM INC BROADCOM INC192.8K shares0.10%2026-03-312026-04-21

VXUS VANGUARD STAR FDS762.6K shares5008.47%2026-03-312026-04-21

MA MASTERCARD INCORPORATED117.4K shares-1.03%2026-03-312026-04-21

Sponsored

ASML ASML HLDG NV42.7K shares-1.10%2026-03-312026-04-21

RTX RTX CORPORATION262.8K shares-0.17%2026-03-312026-04-21

META META PLATFORMS INC78.5K shares0.12%2026-03-312026-04-21

CME CME GROUP INC110.1K shares0.61%2026-03-312026-04-21

AON PLC AON PLC98.4K shares0.01%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR54.2K shares18.38%2026-03-312026-04-21

UNH UNITEDHEALTH GROUP INC112.5K shares1.19%2026-03-312026-04-21

DE DEERE & CO52.7K shares0.18%2026-03-312026-04-21

Sponsored

HD HOME DEPOT INC88.2K shares0.30%2026-03-312026-04-21

MSI MOTOROLA SOLUTIONS INC58.8K shares19.36%2026-03-312026-04-21

BN BROOKFIELD CORP621.6K shares-3.81%2026-03-312026-04-21

MCO MOODYS CORP54.4K sharesnew addition2026-03-312026-04-21

SHW SHERWIN WILLIAMS CO69.2K shares14.86%2026-03-312026-04-21

TXN TEXAS INSTRS INC111.7K shares15.40%2026-03-312026-04-21

VGLT VANGUARD SCOTTSDALE FDS322.6K shares27.26%2026-03-312026-04-21

SAP SAP SE101.4K shares-4.60%2026-03-312026-04-21

Sponsored

VEA VANGUARD TAX-MANAGED FDS241.2K shares6.89%2026-03-312026-04-21

LMBS FIRST TR EXCHANGE-TRADED FD304.8K shares-6.25%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T21.8K shares4.36%2026-03-312026-04-21

UPS UNITED PARCEL SVCS INC134.6K shares-12.72%2026-03-312026-04-21

ZTS ZOETIS INC89.4K shares90.77%2026-03-312026-04-21

ALPHABET INC ALPHABET INC34.6K shares0.37%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO33.6K shares-0.39%2026-03-312026-04-21

BRK.A BERKSHIRE HATHAWAY INC DEL13 shares-7.14%2026-03-312026-04-21

Sponsored

V VISA INC23.6K shares7.40%2026-03-312026-04-21

XOM EXXON MOBIL CORP37.7K shares-77.53%2026-03-312026-04-21

USB US BANCORP117.8K shares-0.49%2026-03-312026-04-21

EVLN MORGAN STANLEY ETF TRUST118.9K shares261.66%2026-03-312026-04-21

ARCC ARES CAPITAL CORP286.5K shares-30.67%2026-03-312026-04-21

GLD SPDR GOLD TR12.0K shares2.86%2026-03-312026-04-21

XLV SELECT SECTOR SPDR TR34.4K shares50.77%2026-03-312026-04-21

LOW LOWES COS INC21.2K shares-2.92%2026-03-312026-04-21

Sponsored

MOAT VANECK ETF TRUST46.6K shares-70.91%2026-03-312026-04-21

CNQ CANADIAN NAT RES LTD MED TER86.7K shares18.46%2026-03-312026-04-21

VBIL VANGUARD INSTL INDEX FD52.2K shares-12.89%2026-03-312026-04-21

SPSM SPDR SERIES TRUST77.8K shares-9.99%2026-03-312026-04-21

WMT WALMART INC28.1K shares-92.03%2026-03-312026-04-21

EATON CORP PLC EATON CORP PLC9.7K shares-1.95%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION3.5K shares6.18%2026-03-312026-04-21

ATO ATMOS ENERGY CORP17.3K shares-0.57%2026-03-312026-04-21

Sponsored

VV VANGUARD INDEX FDS10.5K shares-0.44%2026-03-312026-04-21

ADI ANALOG DEVICES INC9.8K shares0.00%2026-03-312026-04-21

IVV ISHARES TR4.7K shares20.11%2026-03-312026-04-21

SHEL SHELL PLC32.6K shares-3.62%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON12.3K shares-2.18%2026-03-312026-04-21

WM WASTE MGMT INC DEL13.0K shares-2.90%2026-03-312026-04-21

CTVA CORTEVA INC34.0K shares0.00%2026-03-312026-04-21

VYM VANGUARD WHITEHALL FDS19.2K shares-1.12%2026-03-312026-04-21

Sponsored

JMUB J P MORGAN EXCHANGE TRADED F56.2K shares170.84%2026-03-312026-04-21

IEV ISHARES TR40.3K shares-18.24%2026-03-312026-04-21

IWF ISHARES TR6.3K shares9.02%2026-03-312026-04-21

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC21.2K shares-26.19%2026-03-312026-04-21

ABBV ABBVIE INC10.9K shares2.31%2026-03-312026-04-21

ASTRAZENECA PLC ASTRAZENECA PLC11.6K sharesnew addition2026-03-312026-04-21

AMAT APPLIED MATLS INC6.6K shares8.17%2026-03-312026-04-21

KO COCA COLA CO29.4K shares0.00%2026-03-312026-04-21

Sponsored

PBR.A PETROLEO BRASILEIRO S A117.5K shares-0.03%2026-03-312026-04-21

UNP UNION PAC CORP9.1K shares1.99%2026-03-312026-04-21

IJR ISHARES TR17.6K shares-1.04%2026-03-312026-04-21

VOYG VOYAGER TECHNOLOGIES INC93.3K shares-55.43%2026-03-312026-04-21

QNITY ELECTRONICS INC QNITY ELECTRONICS INC16.7K shares0.00%2026-03-312026-04-21

VUG VANGUARD INDEX FDS4.3K shares3.14%2026-03-312026-04-21

AXP AMERICAN EXPRESS CO6.2K shares-0.27%2026-03-312026-04-21

MPLX MPLX LP32.3K shares0.00%2026-03-312026-04-21

Sponsored

TOTALENERGIES SE TOTALENERGIES SE20.3K shares0.00%2026-03-312026-04-21

PG PROCTER & GAMBLE CO12.7K shares2.63%2026-03-312026-04-21

TJX TJX COS INC NEW11.4K shares0.00%2026-03-312026-04-21

VICI VICI PPTYS INC64.6K shares6.60%2026-03-312026-04-21

MDY STATE STR SPDR S&P MIDCAP 402.8K shares0.00%2026-03-312026-04-21

EPD ENTERPRISE PRODS PARTNERS L45.3K shares5.84%2026-03-312026-04-21

LLY ELI LILLY & CO1.7K shares-89.07%2026-03-312026-04-21

GLW CORNING INC11.4K shares0.00%2026-03-312026-04-21

Sponsored

MCD MCDONALDS CORP4.8K shares-7.05%2026-03-312026-04-21

CAT CATERPILLAR INC2.1K shares2.70%2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T7.7K shares1.69%2026-03-312026-04-21

BTI BRITISH AMERN TOB PLC25.3K shares0.00%2026-03-312026-04-21

EEM ISHARES TR25.9K shares-6.68%2026-03-312026-04-21

VTV VANGUARD INDEX FDS7.5K shares6.09%2026-03-312026-04-21

AMGN AMGEN INC4.1K shares-3.26%2026-03-312026-04-21

CVX CHEVRON CORPORATION6.9K shares5.28%2026-03-312026-04-21

Sponsored

AER AERCAP HOLDINGS NV10.1K shares0.00%2026-03-312026-04-21

ABT ABBOTT LABORATORIES12.8K shares-2.21%2026-03-312026-04-21

CB CHUBB LTD SWITZ4.0K shares-94.75%2026-03-312026-04-21

IWM ISHARES TR5.0K shares0.00%2026-03-312026-04-21

RY ROYAL BK CDA7.6K shares0.00%2026-03-312026-04-21

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC25.7K shares0.00%2026-03-312026-04-21

GS GOLDMAN SACHS GROUP INC1.4K shares115.09%2026-03-312026-04-21

ISHARES GOLD TR ISHARES GOLD TR13.0K shares-0.12%2026-03-312026-04-21

Sponsored

IDXX IDEXX LABS INC2.0K shares-4.90%2026-03-312026-04-21

ET ENERGY TRANSFER L P58.2K shares0.00%2026-03-312026-04-21

DFAC DIMENSIONAL ETF TRUST28.8K shares0.00%2026-03-312026-04-21

ETV EATON VANCE TAX-MANAGED BUY-81.6K shares17.29%2026-03-312026-04-21

DHI D R HORTON INC7.9K shares-1.46%2026-03-312026-04-21

EQIX EQUINIX INC1.1K shares-11.24%2026-03-312026-04-21

DIS DISNEY WALT CO10.8K shares1.27%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC8.6K shares-0.67%2026-03-312026-04-21

Sponsored

WFC WELLS FARGO & CO12.6K shares-2.58%2026-03-312026-04-21

ORCL ORACLE CORP6.8K shares0.64%2026-03-312026-04-21

DOW DOW HLDGS INC23.6K shares-0.71%2026-03-312026-04-21

SOXX ISHARES TR3.0K shares24.96%2026-03-312026-04-21

BMY BRISTOL-MYERS SQUIBB CO15.6K shares-0.21%2026-03-312026-04-21

VCSH VANGUARD SCOTTSDALE FDS11.8K shares0.00%2026-03-312026-04-21

EMR EMERSON ELEC CO6.7K shares-2.24%2026-03-312026-04-21

RWJ INVESCO EXCH TRADED FD TR II17.3K shares0.05%2026-03-312026-04-21

Sponsored

WEC ENERGY GROUP INC WEC ENERGY GROUP INC7.5K shares-8.25%2026-03-312026-04-21

PEP PEPSICO INC5.6K shares3.10%2026-03-312026-04-21

HON HONEYWELL INTL INC3.8K shares-2.79%2026-03-312026-04-21

APD AIR PRODUCTS AND CHEMICALS I3.0K shares0.00%2026-03-312026-04-21

XLK SELECT SECTOR SPDR TR6.4K shares0.00%2026-03-312026-04-21

CENCORA INC CENCORA INC2.7K shares-0.55%2026-03-312026-04-21

RWL INVESCO EXCH TRADED FD TR II7.4K shares0.00%2026-03-312026-04-21

IEFA ISHARES TR9.3K shares5.95%2026-03-312026-04-21

Sponsored

TSLA TESLA INC2.2K shares0.09%2026-03-312026-04-21

VWO VANGUARD INTL EQUITY INDEX F14.9K shares-5.68%2026-03-312026-04-21

PFE PFIZER INC28.3K shares12.98%2026-03-312026-04-21

IWR ISHARES TR8.0K shares0.00%2026-03-312026-04-21

VZ VERIZON COMMUNICATIONS INC15.3K shares21.25%2026-03-312026-04-21

SHY ISHARES TR9.2K shares-5.79%2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS3.5K shares0.00%2026-03-312026-04-21

CRM SALESFORCE INC4.0K shares0.30%2026-03-312026-04-21

Sponsored

BLACKROCK INC BLACKROCK INC763 shares-2.30%2026-03-312026-04-21

IEF ISHARES TR7.6K shares-0.96%2026-03-312026-04-21

VHT VANGUARD WORLD FD2.7K shares0.00%2026-03-312026-04-21

SCHD SCHWAB STRATEGIC TR23.2K shares0.00%2026-03-312026-04-21

PANW PALO ALTO NETWORKS INC4.2K shares-10.62%2026-03-312026-04-21

CSCO CISCO SYS INC8.6K shares-1.69%2026-03-312026-04-21

XLE SELECT SECTOR SPDR TR10.8K shares0.00%2026-03-312026-04-21

MUB ISHARES TR6.1K shares1.59%2026-03-312026-04-21

Sponsored

CMI CUMMINS INC1.2K shares69.25%2026-03-312026-04-21

NVR NVR INC97 shares-97.58%2026-03-312026-04-21

HERD PACER FDS TR13.9K shares0.00%2026-03-312026-04-21

SPGI S&P GLOBAL INC1.5K shares-0.60%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS2.6K shares-28.54%2026-03-312026-04-21

IWD ISHARES TR3.0K shares0.00%2026-03-312026-04-21

WELL WELLTOWER INC3.2K shares-0.12%2026-03-312026-04-21

SMH VANECK ETF TRUST1.6K shares118.47%2026-03-312026-04-21

Sponsored

MS MORGAN STANLEY3.8K shares18.37%2026-03-312026-04-21

GE AEROSPACE GE AEROSPACE2.2K shares20.30%2026-03-312026-04-21

IWB ISHARES TR1.7K shares0.00%2026-03-312026-04-21

WMB WILLIAMS COS INC8.3K shares0.00%2026-03-312026-04-21

JAVA J P MORGAN EXCHANGE TRADED F8.4K shares0.00%2026-03-312026-04-21

PSX PHILLIPS 663.3K shares3.88%2026-03-312026-04-21

VB VANGUARD INDEX FDS2.3K shares6.68%2026-03-312026-04-21

PFG PRINCIPAL FINANCIAL GROUP IN6.6K shares0.00%2026-03-312026-04-21

Sponsored

SCHV SCHWAB STRATEGIC TR19.3K shares0.01%2026-03-312026-04-21

NFLX NETFLIX INC.6.1K shares0.00%2026-03-312026-04-21

QQQM INVESCO EXCH TRADED FD TR II2.4K shares0.00%2026-03-312026-04-21

HSY HERSHEY CO2.7K shares0.00%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC3.3K shares-0.61%2026-03-312026-04-21

PWR QUANTA SVCS INC960 shares0.00%2026-03-312026-04-21

IEI ISHARES TR4.4K shares2.90%2026-03-312026-04-21

NN NEXTNAV INC32.6K shares0.00%2026-03-312026-04-21

Sponsored

LMT LOCKHEED MARTIN CORP859 shares-2.72%2026-03-312026-04-21

SLV ISHARES SILVER TR7.6K shares12.22%2026-03-312026-04-21

RACE FERRARI N V1.5K shares-14.14%2026-03-312026-04-21

SPIB SPDR SERIES TRUST15.0K shares0.00%2026-03-312026-04-21

KKR & CO INC KKR & CO INC5.4K shares-5.18%2026-03-312026-04-21

AMD ADVANCED MICRO DEVICES INC2.4K shares12.48%2026-03-312026-04-21

DVY ISHARES TR3.2K shares0.00%2026-03-312026-04-21

SYLD CAMBRIA ETF TR6.4K shares-0.25%2026-03-312026-04-21

Sponsored

XAR SPDR SERIES TRUST1.9K shares0.00%2026-03-312026-04-21

NEE NEXTERA ENERGY INC5.0K shares-98.28%2026-03-312026-04-21

SCHG SCHWAB STRATEGIC TR16.0K shares-0.89%2026-03-312026-04-21

VXF VANGUARD INDEX FDS2.3K shares0.00%2026-03-312026-04-21

DGRO ISHARES TR6.5K shares0.00%2026-03-312026-04-21

FIVE FIVE BELOW INC2.0K shares-32.48%2026-03-312026-04-21

ALL ALLSTATE CORP2.2K shares0.69%2026-03-312026-04-21

MDLZ MONDELEZ INTL INC7.9K shares-9.63%2026-03-312026-04-21

Sponsored

PIPER SANDLER COMPANIES PIPER SANDLER COMPANIES5.9K sharesnew addition2026-03-312026-04-21

GRBK GREEN BRICK PARTNERS INC7.0K shares0.00%2026-03-312026-04-21

STIP ISHARES TR4.3K shares0.00%2026-03-312026-04-21

IXUS ISHARES TR5.1K shares53.33%2026-03-312026-04-21

BND VANGUARD BD INDEX FDS5.8K shares0.00%2026-03-312026-04-21

OXY OCCIDENTAL PETE CORP6.5K sharesnew addition2026-03-312026-04-21

DFAX DIMENSIONAL ETF TRUST12.3K sharesnew addition2026-03-312026-04-21

SDY SPDR SERIES TRUST2.8K shares0.00%2026-03-312026-04-21

Sponsored

VCIT VANGUARD SCOTTSDALE FDS5.0K shares0.00%2026-03-312026-04-21

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN19.4K shares-3.79%2026-03-312026-04-21

GILD GILEAD SCIENCES INC2.9K shares-0.37%2026-03-312026-04-21

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.9K shares0.58%2026-03-312026-04-21

IEMG ISHARES INC5.7K shares-6.50%2026-03-312026-04-21

XEL XCEL ENERGY INC4.9K shares-3.15%2026-03-312026-04-21

TROW PRICE T ROWE GROUP INC4.3K shares0.00%2026-03-312026-04-21

PBR PETROLEO BRASILEIRO S A18.4K shares0.00%2026-03-312026-04-21

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.1K shares0.00%2026-03-312026-04-21

AJG GALLAGHER ARTHUR J & CO1.7K shares-1.84%2026-03-312026-04-21

ICLN ISHARES TR20.2K shares0.00%2026-03-312026-04-21

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY4.7K shares0.00%2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T7.7K shares0.00%2026-03-312026-04-21

MEDTRONIC PLC MEDTRONIC PLC4.2K shares12.82%2026-03-312026-04-21

USMV ISHARES TR3.9K shares0.00%2026-03-312026-04-21

SHLD GLOBAL X FDS5.1K shares0.28%2026-03-312026-04-21

Sponsored

BLACKSTONE INC BLACKSTONE INC3.1K shares2.05%2026-03-312026-04-21

EFA ISHARES TR3.6K shares25.40%2026-03-312026-04-21

THE CIGNA GROUP THE CIGNA GROUP1.3K shares-5.72%2026-03-312026-04-21

VLO VALERO ENERGY CORP1.4K shares0.00%2026-03-312026-04-21

SBUX STARBUCKS CORP3.9K shares-1.51%2026-03-312026-04-21

KR KROGER CO4.8K shares0.00%2026-03-312026-04-21

NSC NORFOLK SOUTHN CORP1.2K shares0.00%2026-03-312026-04-21

TGT TARGET CORP2.8K shares3.64%2026-03-312026-04-21

Sponsored

BA BOEING CO1.7K sharesnew addition2026-03-312026-04-21

VRT VERTIV HOLDINGS CO1.4K shares0.00%2026-03-312026-04-21

SPGP INVESCO EXCHANGE TRADED FD T3.2K shares0.16%2026-03-312026-04-21

TMO THERMO FISHER SCIENTIFIC INC695 shares-3.20%2026-03-312026-04-21

SHOP SHOPIFY INC2.9K shares-53.97%2026-03-312026-04-21

MO ALTRIA GROUP INC5.2K shares-4.45%2026-03-312026-04-21

IGIB ISHARES TR6.4K shares7.15%2026-03-312026-04-21

SCHC SCHWAB STRATEGIC TR7.2K shares0.00%2026-03-312026-04-21

Sponsored

IGSB ISHARES TR6.4K shares2.52%2026-03-312026-04-21

KMI KINDER MORGAN INC DEL10.0K shares0.00%2026-03-312026-04-21

GWW WW GRAINGER INC306 shares-5.26%2026-03-312026-04-21

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.7K shares-40.07%2026-03-312026-04-21

WES WESTERN MIDSTREAM PARTNERS L8.0K sharesnew addition2026-03-312026-04-21

IJH ISHARES TR4.8K shares-0.57%2026-03-312026-04-21

ADBE ADOBE INC1.3K shares16.67%2026-03-312026-04-21

ALPS ETF TR ALPS ETF TR6.2K sharesnew addition2026-03-312026-04-21

Sponsored

COP CONOCOPHILLIPS2.5K sharesnew addition2026-03-312026-04-21

BNL BROADSTONE NET LEASE INC17.6K shares0.00%2026-03-312026-04-21

DLR DIGITAL RLTY TR INC1.8K shares0.00%2026-03-312026-04-21

CBRE CBRE GROUP INC2.3K shares-5.72%2026-03-312026-04-21

SRE SEMPRA3.3K shares0.00%2026-03-312026-04-21

BLDR BUILDERS FIRSTSOURCE INC3.8K shares0.00%2026-03-312026-04-21

ESGV VANGUARD WORLD FD2.8K shares0.00%2026-03-312026-04-21

WDC WESTERN DIGITAL CORP1.1K sharesnew addition2026-03-312026-04-21

Sponsored

SNPS SYNOPSYS INC768 shares0.00%2026-03-312026-04-21

VGT VANGUARD WORLD FD436 shares-2.24%2026-03-312026-04-21

TRV TRAVELERS COMPANIES INC1.0K shares-0.96%2026-03-312026-04-21

AWK AMERICAN WTR WKS CO INC NEW2.2K shares-3.33%2026-03-312026-04-21

DLN WISDOMTREE TR3.3K shares0.00%2026-03-312026-04-21

LINDE PLC LINDE PLC592 shares-1.00%2026-03-312026-04-21

SCHW SCHWAB CHARLES CORP3.1K shares-1.38%2026-03-312026-04-21

MSGS MADISON SQUARE GRDN SPRT COR897 shares0.00%2026-03-312026-04-21

Sponsored

BAC BANK AMERICA CORP5.8K shares-15.26%2026-03-312026-04-21

CITIGROUP INC CITIGROUP INC2.5K shares-0.79%2026-03-312026-04-21

LAM RESEARCH CORP LAM RESEARCH CORP1.3K sharesnew addition2026-03-312026-04-21

KEYS KEYSIGHT TECHNOLOGIES INC1.0K shares0.00%2026-03-312026-04-21

INTU INTUIT648 shares-1.67%2026-03-312026-04-21

EFV ISHARES TR3.8K shares-7.73%2026-03-312026-04-21

ICE INTERCONTINENTAL EXCHANGE IN1.8K shares0.00%2026-03-312026-04-21

DIA STATE STR SPDR DOW JONES IND596 shares0.00%2026-03-312026-04-21

Sponsored

ADM ARCHER DANIELS MIDLAND CO3.6K shares-1.09%2026-03-312026-04-21

GM GENERAL MTRS CO3.5K shares0.00%2026-03-312026-04-21

PGR PROGRESSIVE CORP1.3K shares0.00%2026-03-312026-04-21

FNV FRANCO NEV CORP1.0K shares0.00%2026-03-312026-04-21

ITW ILLINOIS TOOL WKS INC958 sharesnew addition2026-03-312026-04-21

DOV DOVER CORP1.2K shares0.00%2026-03-312026-04-21

MBB ISHARES TR2.5K shares-10.59%2026-03-312026-04-21

AGG ISHARES TR2.4K shares-7.36%2026-03-312026-04-21

Sponsored

SCHB SCHWAB STRATEGIC TR9.6K shares0.00%2026-03-312026-04-21

SPSB SPDR SERIES TRUST8.0K shares0.00%2026-03-312026-04-21

KMB KIMBERLY-CLARK CORP2.5K sharesnew addition2026-03-312026-04-21

VO VANGUARD INDEX FDS828 shares0.00%2026-03-312026-04-21

OKE ONEOK INC NEW2.6K sharesnew addition2026-03-312026-04-21

DOCU DOCUSIGN INC5.0K shares0.00%2026-03-312026-04-21

ADP AUTOMATIC DATA PROCESSING IN1.2K shares-7.84%2026-03-312026-04-21

ZION ZIONS BANCORPORATION NATL AS4.0K shares0.00%2026-03-312026-04-21

Sponsored

NOW SERVICENOW INC2.2K shares-2.63%2026-03-312026-04-21

YUM YUM BRANDS INC1.5K shares0.00%2026-03-312026-04-21

ISRG INTUITIVE SURGICAL INC501 shares0.00%2026-03-312026-04-21

MTH MERITAGE HOMES CORP3.7K shares0.00%2026-03-312026-04-21

A AGILENT TECHNOLOGIES INC2.0K shares-29.97%2026-03-312026-04-21

SPHY SPDR SERIES TRUST9.8K shares0.00%2026-03-312026-04-21

GEV GE VERNOVA INC261 sharesnew addition2026-03-312026-04-21

FDX FEDEX CORP634 sharesnew addition2026-03-312026-04-21

Sponsored

PAA PLAINS ALL AMERN PIPELINE L10.0K sharesnew addition2026-03-312026-04-21

XLY SELECT SECTOR SPDR TR2.0K shares0.00%2026-03-312026-04-21

ETR ENTERGY CORP NEW1.9K sharesnew addition2026-03-312026-04-21

SCHA SCHWAB STRATEGIC TR7.5K shares-1.27%2026-03-312026-04-21

SNDK SANDISK CORP334 sharesnew addition2026-03-312026-04-21

NUE NUCOR CORP1.3K sharesnew addition2026-03-312026-04-21

SYK STRYKER CORPORATION641 shares0.00%2026-03-312026-04-21

AZO AUTOZONE INC62 shares-7.46%2026-03-312026-04-21

Sponsored

PLTR PALANTIR TECHNOLOGIES INC1.4K shares-21.59%2026-03-312026-04-21

SO SOUTHERN CO2.1K sharesnew addition2026-03-312026-04-21

BAC-PL BANK AMERICA CORP172 shares0.00%2026-03-312026-04-21

VBK VANGUARD INDEX FDS672 shares0.00%2026-03-312026-04-21

VSEC VSE CORP1.1K sharesnew addition2026-03-312026-04-21

IWO ISHARES TR641 shares0.00%2026-03-312026-04-21

NVCR NOVOCURE LTD12.6K sharesnew addition2026-03-312026-04-21

PLUG PLUG PWR INC30.0K shares0.00%2026-03-312026-04-21

Sponsored

OGCP EMPIRE ST RLTY OP L P10.7K shares0.00%2026-03-312026-04-21

LUCD LUCID DIAGNOSTICS INC13.0K shares0.00%2026-03-312026-04-21

VTI

VANGUARD INDEX FDS

212.78%

Shares601.8K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-2.37%

Shares375.7K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

1.61%

Shares158.0K

Event2026-03-31

Filed2026-04-21

QUAL

ISHARES TR

-16.91%

Shares455.8K

Event2026-03-31

Filed2026-04-21

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-1.19%

Shares253.5K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-0.98%

Shares324.2K

Event2026-03-31

Filed2026-04-21

JAAA

JANUS DETROIT STR TR

5.93%

Shares1.6M

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

-0.02%

Shares202.6K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

-2.64%

Shares424.0K

Event2026-03-31

Filed2026-04-21

TBIL

RBB FD INC

5.22%

Shares1.4M

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

0.10%

Shares321.0K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

0.25%

Shares134.3K

Event2026-03-31

Filed2026-04-21

URTH

ISHARES INC

-0.86%

Shares350.0K

Event2026-03-31

Filed2026-04-21

BROADCOM INC

0.10%

Shares192.8K

Event2026-03-31

Filed2026-04-21

VXUS

VANGUARD STAR FDS

5008.47%

Shares762.6K

Event2026-03-31

Filed2026-04-21

MASTERCARD INCORPORATED

-1.03%

Shares117.4K

Event2026-03-31

Filed2026-04-21

ASML

ASML HLDG NV

-1.10%

Shares42.7K

Event2026-03-31

Filed2026-04-21

RTX

RTX CORPORATION

-0.17%

Shares262.8K

Event2026-03-31

Filed2026-04-21

META

META PLATFORMS INC

0.12%

Shares78.5K

Event2026-03-31

Filed2026-04-21

CME

CME GROUP INC

0.61%

Shares110.1K

Event2026-03-31

Filed2026-04-21

AON PLC

0.01%

Shares98.4K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

18.38%

Shares54.2K

Event2026-03-31

Filed2026-04-21

UNH

UNITEDHEALTH GROUP INC

1.19%

Shares112.5K

Event2026-03-31

Filed2026-04-21

DEERE & CO

0.18%

Shares52.7K

Event2026-03-31

Filed2026-04-21

HOME DEPOT INC

0.30%

Shares88.2K

Event2026-03-31

Filed2026-04-21

MSI

MOTOROLA SOLUTIONS INC

19.36%

Shares58.8K

Event2026-03-31

Filed2026-04-21

BROOKFIELD CORP

-3.81%

Shares621.6K

Event2026-03-31

Filed2026-04-21

MCO

MOODYS CORP

New

Shares54.4K

Event2026-03-31

Filed2026-04-21

SHW

SHERWIN WILLIAMS CO

14.86%

Shares69.2K

Event2026-03-31

Filed2026-04-21

TXN

TEXAS INSTRS INC

15.40%

Shares111.7K

Event2026-03-31

Filed2026-04-21

VGLT

VANGUARD SCOTTSDALE FDS

27.26%

Shares322.6K

Event2026-03-31

Filed2026-04-21

SAP

SAP SE

-4.60%

Shares101.4K

Event2026-03-31

Filed2026-04-21

VEA

VANGUARD TAX-MANAGED FDS

6.89%

Shares241.2K

Event2026-03-31

Filed2026-04-21

LMBS

FIRST TR EXCHANGE-TRADED FD

-6.25%

Shares304.8K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

4.36%

Shares21.8K

Event2026-03-31

Filed2026-04-21

UPS

UNITED PARCEL SVCS INC

-12.72%

Shares134.6K

Event2026-03-31

Filed2026-04-21

ZTS

ZOETIS INC

90.77%

Shares89.4K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

0.37%

Shares34.6K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

-0.39%

Shares33.6K

Event2026-03-31

Filed2026-04-21

BRK.A

BERKSHIRE HATHAWAY INC DEL

-7.14%

Shares13

Event2026-03-31

Filed2026-04-21

VISA INC

7.40%

Shares23.6K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

-77.53%

Shares37.7K

Event2026-03-31

Filed2026-04-21

USB

US BANCORP

-0.49%

Shares117.8K

Event2026-03-31

Filed2026-04-21

EVLN

MORGAN STANLEY ETF TRUST

261.66%

Shares118.9K

Event2026-03-31

Filed2026-04-21

ARCC

ARES CAPITAL CORP

-30.67%

Shares286.5K

Event2026-03-31

Filed2026-04-21

GLD

SPDR GOLD TR

2.86%

Shares12.0K

Event2026-03-31

Filed2026-04-21

XLV

SELECT SECTOR SPDR TR

50.77%

Shares34.4K

Event2026-03-31

Filed2026-04-21

LOW

LOWES COS INC

-2.92%

Shares21.2K

Event2026-03-31

Filed2026-04-21

MOAT

VANECK ETF TRUST

-70.91%

Shares46.6K

Event2026-03-31

Filed2026-04-21

CNQ

CANADIAN NAT RES LTD MED TER

18.46%

Shares86.7K

Event2026-03-31

Filed2026-04-21

VBIL

VANGUARD INSTL INDEX FD

-12.89%

Shares52.2K

Event2026-03-31

Filed2026-04-21

SPSM

SPDR SERIES TRUST

-9.99%

Shares77.8K

Event2026-03-31

Filed2026-04-21

WMT

WALMART INC

-92.03%

Shares28.1K

Event2026-03-31

Filed2026-04-21

EATON CORP PLC

-1.95%

Shares9.7K

Event2026-03-31

Filed2026-04-21

COST

COSTCO WHOLESALE CORPORATION

6.18%

Shares3.5K

Event2026-03-31

Filed2026-04-21

ATO

ATMOS ENERGY CORP

-0.57%

Shares17.3K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-0.44%

Shares10.5K

Event2026-03-31

Filed2026-04-21

ADI

ANALOG DEVICES INC

0.00%

Shares9.8K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

20.11%

Shares4.7K

Event2026-03-31

Filed2026-04-21

SHEL

SHELL PLC

-3.62%

Shares32.6K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

-2.18%

Shares12.3K

Event2026-03-31

Filed2026-04-21

WASTE MGMT INC DEL

-2.90%

Shares13.0K

Event2026-03-31

Filed2026-04-21

CTVA

CORTEVA INC

0.00%

Shares34.0K

Event2026-03-31

Filed2026-04-21

VYM

VANGUARD WHITEHALL FDS

-1.12%

Shares19.2K

Event2026-03-31

Filed2026-04-21

JMUB

J P MORGAN EXCHANGE TRADED F

170.84%

Shares56.2K

Event2026-03-31

Filed2026-04-21

IEV

ISHARES TR

-18.24%

Shares40.3K

Event2026-03-31

Filed2026-04-21

IWF

ISHARES TR

9.02%

Shares6.3K

Event2026-03-31

Filed2026-04-21

APOLLO GLOBAL MGMT INC

-26.19%

Shares21.2K

Event2026-03-31

Filed2026-04-21

ABBV

ABBVIE INC

2.31%

Shares10.9K

Event2026-03-31

Filed2026-04-21

ASTRAZENECA PLC

New

Shares11.6K

Event2026-03-31

Filed2026-04-21

AMAT

APPLIED MATLS INC

8.17%

Shares6.6K

Event2026-03-31

Filed2026-04-21

COCA COLA CO

0.00%

Shares29.4K

Event2026-03-31

Filed2026-04-21

PBR.A

PETROLEO BRASILEIRO S A

-0.03%

Shares117.5K

Event2026-03-31

Filed2026-04-21

UNP

UNION PAC CORP

1.99%

Shares9.1K

Event2026-03-31

Filed2026-04-21

IJR

ISHARES TR

-1.04%

Shares17.6K

Event2026-03-31

Filed2026-04-21

VOYG

VOYAGER TECHNOLOGIES INC

-55.43%

Shares93.3K

Event2026-03-31

Filed2026-04-21

QNITY ELECTRONICS INC

0.00%

Shares16.7K

Event2026-03-31

Filed2026-04-21

VUG

VANGUARD INDEX FDS

3.14%

Shares4.3K

Event2026-03-31

Filed2026-04-21

AXP

AMERICAN EXPRESS CO

-0.27%

Shares6.2K

Event2026-03-31

Filed2026-04-21

MPLX

MPLX LP

0.00%

Shares32.3K

Event2026-03-31

Filed2026-04-21

TOTALENERGIES SE

0.00%

Shares20.3K

Event2026-03-31

Filed2026-04-21

PROCTER & GAMBLE CO

2.63%

Shares12.7K

Event2026-03-31

Filed2026-04-21

TJX

TJX COS INC NEW

0.00%

Shares11.4K

Event2026-03-31

Filed2026-04-21

VICI

VICI PPTYS INC

6.60%

Shares64.6K

Event2026-03-31

Filed2026-04-21

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-21

EPD

ENTERPRISE PRODS PARTNERS L

5.84%

Shares45.3K

Event2026-03-31

Filed2026-04-21

LLY

ELI LILLY & CO

-89.07%

Shares1.7K

Event2026-03-31

Filed2026-04-21

GLW

CORNING INC

0.00%

Shares11.4K

Event2026-03-31

Filed2026-04-21

MCD

MCDONALDS CORP

-7.05%

Shares4.8K

Event2026-03-31

Filed2026-04-21

CAT

CATERPILLAR INC

2.70%

Shares2.1K

Event2026-03-31

Filed2026-04-21

INVESCO EXCHANGE TRADED FD T

1.69%

Shares7.7K

Event2026-03-31

Filed2026-04-21

BTI

BRITISH AMERN TOB PLC

0.00%

Shares25.3K

Event2026-03-31

Filed2026-04-21

EEM

ISHARES TR

-6.68%

Shares25.9K

Event2026-03-31

Filed2026-04-21

VTV

VANGUARD INDEX FDS

6.09%

Shares7.5K

Event2026-03-31

Filed2026-04-21

AMGN

AMGEN INC

-3.26%

Shares4.1K

Event2026-03-31

Filed2026-04-21

CVX

CHEVRON CORPORATION

5.28%

Shares6.9K

Event2026-03-31

Filed2026-04-21

AER

AERCAP HOLDINGS NV

0.00%

Shares10.1K

Event2026-03-31

Filed2026-04-21

ABT

ABBOTT LABORATORIES

-2.21%

Shares12.8K

Event2026-03-31

Filed2026-04-21

CHUBB LTD SWITZ

-94.75%

Shares4.0K

Event2026-03-31

Filed2026-04-21

IWM

ISHARES TR

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-21

ROYAL BK CDA

0.00%

Shares7.6K

Event2026-03-31

Filed2026-04-21

DUPONT DE NEMOURS INC

0.00%

Shares25.7K

Event2026-03-31

Filed2026-04-21

GOLDMAN SACHS GROUP INC

115.09%

Shares1.4K

Event2026-03-31

Filed2026-04-21

ISHARES GOLD TR

-0.12%

Shares13.0K

Event2026-03-31

Filed2026-04-21

IDXX

IDEXX LABS INC

-4.90%

Shares2.0K

Event2026-03-31

Filed2026-04-21

ENERGY TRANSFER L P

0.00%

Shares58.2K

Event2026-03-31

Filed2026-04-21

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares28.8K

Event2026-03-31

Filed2026-04-21

ETV

EATON VANCE TAX-MANAGED BUY-

17.29%

Shares81.6K

Event2026-03-31

Filed2026-04-21

DHI

D R HORTON INC

-1.46%

Shares7.9K

Event2026-03-31

Filed2026-04-21

EQIX

EQUINIX INC

-11.24%

Shares1.1K

Event2026-03-31

Filed2026-04-21

DIS

DISNEY WALT CO

1.27%

Shares10.8K

Event2026-03-31

Filed2026-04-21

MERCK & CO INC

-0.67%

Shares8.6K

Event2026-03-31

Filed2026-04-21

WFC

WELLS FARGO & CO

-2.58%

Shares12.6K

Event2026-03-31

Filed2026-04-21

ORCL

ORACLE CORP

0.64%

Shares6.8K

Event2026-03-31

Filed2026-04-21

DOW

DOW HLDGS INC

-0.71%

Shares23.6K

Event2026-03-31

Filed2026-04-21

SOXX

ISHARES TR

24.96%

Shares3.0K

Event2026-03-31

Filed2026-04-21

BMY

BRISTOL-MYERS SQUIBB CO

-0.21%

Shares15.6K

Event2026-03-31

Filed2026-04-21

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares11.8K

Event2026-03-31

Filed2026-04-21

EMR

EMERSON ELEC CO

-2.24%

Shares6.7K

Event2026-03-31

Filed2026-04-21

RWJ

INVESCO EXCH TRADED FD TR II

0.05%

Shares17.3K

Event2026-03-31

Filed2026-04-21

WEC ENERGY GROUP INC

-8.25%

Shares7.5K

Event2026-03-31

Filed2026-04-21

PEP

PEPSICO INC

3.10%

Shares5.6K

Event2026-03-31

Filed2026-04-21

HON

HONEYWELL INTL INC

-2.79%

Shares3.8K

Event2026-03-31

Filed2026-04-21

APD

AIR PRODUCTS AND CHEMICALS I

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-21

XLK

SELECT SECTOR SPDR TR

0.00%

Shares6.4K

Event2026-03-31

Filed2026-04-21

CENCORA INC

-0.55%

Shares2.7K

Event2026-03-31

Filed2026-04-21

RWL

INVESCO EXCH TRADED FD TR II

0.00%

Shares7.4K

Event2026-03-31

Filed2026-04-21

IEFA

ISHARES TR

5.95%

Shares9.3K

Event2026-03-31

Filed2026-04-21

TSLA

TESLA INC

0.09%

Shares2.2K

Event2026-03-31

Filed2026-04-21

VWO

VANGUARD INTL EQUITY INDEX F

-5.68%

Shares14.9K

Event2026-03-31

Filed2026-04-21

PFE

PFIZER INC

12.98%

Shares28.3K

Event2026-03-31

Filed2026-04-21

IWR

ISHARES TR

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-21

VERIZON COMMUNICATIONS INC

21.25%

Shares15.3K

Event2026-03-31

Filed2026-04-21

SHY

ISHARES TR

-5.79%

Shares9.2K

Event2026-03-31

Filed2026-04-21

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-21

CRM

SALESFORCE INC

0.30%

Shares4.0K

Event2026-03-31

Filed2026-04-21

BLACKROCK INC

-2.30%

Shares763

Event2026-03-31

Filed2026-04-21

IEF

ISHARES TR

-0.96%

Shares7.6K

Event2026-03-31

Filed2026-04-21

VHT

VANGUARD WORLD FD

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-21

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares23.2K

Event2026-03-31

Filed2026-04-21

PANW

PALO ALTO NETWORKS INC

-10.62%

Shares4.2K

Event2026-03-31

Filed2026-04-21

CSCO

CISCO SYS INC

-1.69%

Shares8.6K

Event2026-03-31

Filed2026-04-21

XLE

SELECT SECTOR SPDR TR

0.00%

Shares10.8K

Event2026-03-31

Filed2026-04-21

MUB

ISHARES TR

1.59%

Shares6.1K

Event2026-03-31

Filed2026-04-21

CMI

CUMMINS INC

69.25%

Shares1.2K

Event2026-03-31

Filed2026-04-21

NVR

NVR INC

-97.58%

Shares97

Event2026-03-31

Filed2026-04-21

HERD

PACER FDS TR

0.00%

Shares13.9K

Event2026-03-31

Filed2026-04-21

SPGI

S&P GLOBAL INC

-0.60%

Shares1.5K

Event2026-03-31

Filed2026-04-21

IBM

INTERNATIONAL BUSINESS MACHS

-28.54%

Shares2.6K

Event2026-03-31

Filed2026-04-21

IWD

ISHARES TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-21

WELL

WELLTOWER INC

-0.12%

Shares3.2K

Event2026-03-31

Filed2026-04-21

SMH

VANECK ETF TRUST

118.47%

Shares1.6K

Event2026-03-31

Filed2026-04-21

MORGAN STANLEY

18.37%

Shares3.8K

Event2026-03-31

Filed2026-04-21

GE AEROSPACE

20.30%

Shares2.2K

Event2026-03-31

Filed2026-04-21

IWB

ISHARES TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-21

WMB

WILLIAMS COS INC

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-21

JAVA

J P MORGAN EXCHANGE TRADED F

0.00%

Shares8.4K

Event2026-03-31

Filed2026-04-21

PSX

PHILLIPS 66

3.88%

Shares3.3K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

6.68%

Shares2.3K

Event2026-03-31

Filed2026-04-21

PFG

PRINCIPAL FINANCIAL GROUP IN

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-21

SCHV

SCHWAB STRATEGIC TR

0.01%

Shares19.3K

Event2026-03-31

Filed2026-04-21

NFLX

NETFLIX INC.

0.00%

Shares6.1K

Event2026-03-31

Filed2026-04-21

QQQM

INVESCO EXCH TRADED FD TR II

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-21

HSY

HERSHEY CO

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-21

PHILIP MORRIS INTL INC

-0.61%

Shares3.3K

Event2026-03-31

Filed2026-04-21

PWR

QUANTA SVCS INC

0.00%

Shares960

Event2026-03-31

Filed2026-04-21

IEI

ISHARES TR

2.90%

Shares4.4K

Event2026-03-31

Filed2026-04-21

NEXTNAV INC

0.00%

Shares32.6K

Event2026-03-31

Filed2026-04-21

LMT

LOCKHEED MARTIN CORP

-2.72%

Shares859

Event2026-03-31

Filed2026-04-21

SLV

ISHARES SILVER TR

12.22%

Shares7.6K

Event2026-03-31

Filed2026-04-21

RACE

FERRARI N V

-14.14%

Shares1.5K

Event2026-03-31

Filed2026-04-21

SPIB

SPDR SERIES TRUST

0.00%

Shares15.0K

Event2026-03-31

Filed2026-04-21

KKR & CO INC

-5.18%

Shares5.4K

Event2026-03-31

Filed2026-04-21

AMD

ADVANCED MICRO DEVICES INC

12.48%

Shares2.4K

Event2026-03-31

Filed2026-04-21

DVY

ISHARES TR

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-21

SYLD

CAMBRIA ETF TR

-0.25%

Shares6.4K

Event2026-03-31

Filed2026-04-21

XAR

SPDR SERIES TRUST

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-21

NEE

NEXTERA ENERGY INC

-98.28%

Shares5.0K

Event2026-03-31

Filed2026-04-21

SCHG

SCHWAB STRATEGIC TR

-0.89%

Shares16.0K

Event2026-03-31

Filed2026-04-21

VXF

VANGUARD INDEX FDS

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-21

DGRO

ISHARES TR

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-21

FIVE

FIVE BELOW INC

-32.48%

Shares2.0K

Event2026-03-31

Filed2026-04-21

ALL

ALLSTATE CORP

0.69%

Shares2.2K

Event2026-03-31

Filed2026-04-21

MDLZ

MONDELEZ INTL INC

-9.63%

Shares7.9K

Event2026-03-31

Filed2026-04-21

PIPER SANDLER COMPANIES

New

Shares5.9K

Event2026-03-31

Filed2026-04-21

GRBK

GREEN BRICK PARTNERS INC

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-21

STIP

ISHARES TR

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-21

IXUS

ISHARES TR

53.33%

Shares5.1K

Event2026-03-31

Filed2026-04-21

BND

VANGUARD BD INDEX FDS

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-21

OXY

OCCIDENTAL PETE CORP

New

Shares6.5K

Event2026-03-31

Filed2026-04-21

DFAX

DIMENSIONAL ETF TRUST

New

Shares12.3K

Event2026-03-31

Filed2026-04-21

SDY

SPDR SERIES TRUST

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-21

VCIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-21

ANNALY CAPITAL MANAGEMENT IN

-3.79%

Shares19.4K

Event2026-03-31

Filed2026-04-21

GILD

GILEAD SCIENCES INC

-0.37%

Shares2.9K

Event2026-03-31

Filed2026-04-21

TE CONNECTIVITY PLC

0.58%

Shares1.9K

Event2026-03-31

Filed2026-04-21

IEMG

ISHARES INC

-6.50%

Shares5.7K

Event2026-03-31

Filed2026-04-21

XEL

XCEL ENERGY INC

-3.15%

Shares4.9K

Event2026-03-31

Filed2026-04-21

TROW

PRICE T ROWE GROUP INC

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-21

PBR

PETROLEO BRASILEIRO S A

0.00%

Shares18.4K

Event2026-03-31

Filed2026-04-21

GENERAL DYNAMICS CORP

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-21

AJG

GALLAGHER ARTHUR J & CO

-1.84%

Shares1.7K

Event2026-03-31

Filed2026-04-21

ICLN

ISHARES TR

0.00%

Shares20.2K

Event2026-03-31

Filed2026-04-21

CANADIAN PACIFIC KANSAS CITY

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-21

INVESCO EXCHANGE TRADED FD T

0.00%

Shares7.7K

Event2026-03-31

Filed2026-04-21

MEDTRONIC PLC

12.82%

Shares4.2K

Event2026-03-31

Filed2026-04-21

USMV

ISHARES TR

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-21

SHLD

GLOBAL X FDS

0.28%

Shares5.1K

Event2026-03-31

Filed2026-04-21

BLACKSTONE INC

2.05%

Shares3.1K

Event2026-03-31

Filed2026-04-21

EFA

ISHARES TR

25.40%

Shares3.6K

Event2026-03-31

Filed2026-04-21

THE CIGNA GROUP

-5.72%

Shares1.3K

Event2026-03-31

Filed2026-04-21

VLO

VALERO ENERGY CORP

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-21

SBUX

STARBUCKS CORP

-1.51%

Shares3.9K

Event2026-03-31

Filed2026-04-21

KROGER CO

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-21

NSC

NORFOLK SOUTHN CORP

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-21

TGT

TARGET CORP

3.64%

Shares2.8K

Event2026-03-31

Filed2026-04-21

BOEING CO

New

Shares1.7K

Event2026-03-31

Filed2026-04-21

VRT

VERTIV HOLDINGS CO

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-21

SPGP

INVESCO EXCHANGE TRADED FD T

0.16%

Shares3.2K

Event2026-03-31

Filed2026-04-21

TMO

THERMO FISHER SCIENTIFIC INC

-3.20%

Shares695

Event2026-03-31

Filed2026-04-21

SHOP

SHOPIFY INC

-53.97%

Shares2.9K

Event2026-03-31

Filed2026-04-21

ALTRIA GROUP INC

-4.45%

Shares5.2K

Event2026-03-31

Filed2026-04-21

IGIB

ISHARES TR

7.15%

Shares6.4K

Event2026-03-31

Filed2026-04-21

SCHC

SCHWAB STRATEGIC TR

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-21

IGSB

ISHARES TR

2.52%

Shares6.4K

Event2026-03-31

Filed2026-04-21

KMI

KINDER MORGAN INC DEL

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-21

GWW

WW GRAINGER INC

-5.26%

Shares306

Event2026-03-31

Filed2026-04-21

ACCENTURE PLC IRELAND

-40.07%

Shares1.7K

Event2026-03-31

Filed2026-04-21

WES

WESTERN MIDSTREAM PARTNERS L

New

Shares8.0K

Event2026-03-31

Filed2026-04-21

IJH

ISHARES TR

-0.57%

Shares4.8K

Event2026-03-31

Filed2026-04-21

ADBE

ADOBE INC

16.67%

Shares1.3K

Event2026-03-31

Filed2026-04-21

ALPS ETF TR

New

Shares6.2K

Event2026-03-31

Filed2026-04-21

COP

CONOCOPHILLIPS

New

Shares2.5K

Event2026-03-31

Filed2026-04-21

BNL

BROADSTONE NET LEASE INC

0.00%

Shares17.6K

Event2026-03-31

Filed2026-04-21

DLR

DIGITAL RLTY TR INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-21

CBRE

CBRE GROUP INC

-5.72%

Shares2.3K

Event2026-03-31

Filed2026-04-21

SRE

SEMPRA

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-21

BLDR

BUILDERS FIRSTSOURCE INC

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-21

ESGV

VANGUARD WORLD FD

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-21

WDC

WESTERN DIGITAL CORP

New

Shares1.1K

Event2026-03-31

Filed2026-04-21

SNPS

SYNOPSYS INC

0.00%

Shares768

Event2026-03-31

Filed2026-04-21

VGT

VANGUARD WORLD FD

-2.24%

Shares436

Event2026-03-31

Filed2026-04-21

TRV

TRAVELERS COMPANIES INC

-0.96%

Shares1.0K

Event2026-03-31

Filed2026-04-21

AWK

AMERICAN WTR WKS CO INC NEW

-3.33%

Shares2.2K

Event2026-03-31

Filed2026-04-21

DLN

WISDOMTREE TR

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-21

LINDE PLC

-1.00%

Shares592

Event2026-03-31

Filed2026-04-21

SCHW

SCHWAB CHARLES CORP

-1.38%

Shares3.1K

Event2026-03-31

Filed2026-04-21

MSGS

MADISON SQUARE GRDN SPRT COR

0.00%

Shares897

Event2026-03-31

Filed2026-04-21

BAC

BANK AMERICA CORP

-15.26%

Shares5.8K

Event2026-03-31

Filed2026-04-21

CITIGROUP INC

-0.79%

Shares2.5K

Event2026-03-31

Filed2026-04-21

LAM RESEARCH CORP

New

Shares1.3K

Event2026-03-31

Filed2026-04-21

KEYS

KEYSIGHT TECHNOLOGIES INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-21

INTU

INTUIT

-1.67%

Shares648

Event2026-03-31

Filed2026-04-21

EFV

ISHARES TR

-7.73%

Shares3.8K

Event2026-03-31

Filed2026-04-21

ICE

INTERCONTINENTAL EXCHANGE IN

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-21

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares596

Event2026-03-31

Filed2026-04-21

ADM

ARCHER DANIELS MIDLAND CO

-1.09%

Shares3.6K

Event2026-03-31

Filed2026-04-21

GENERAL MTRS CO

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-21

PGR

PROGRESSIVE CORP

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-21

FNV

FRANCO NEV CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-21

ITW

ILLINOIS TOOL WKS INC

New

Shares958

Event2026-03-31

Filed2026-04-21

DOV

DOVER CORP

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-21

MBB

ISHARES TR

-10.59%

Shares2.5K

Event2026-03-31

Filed2026-04-21

AGG

ISHARES TR

-7.36%

Shares2.4K

Event2026-03-31

Filed2026-04-21

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares9.6K

Event2026-03-31

Filed2026-04-21

SPSB

SPDR SERIES TRUST

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-21

KMB

KIMBERLY-CLARK CORP

New

Shares2.5K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

0.00%

Shares828

Event2026-03-31

Filed2026-04-21

OKE

ONEOK INC NEW

New

Shares2.6K

Event2026-03-31

Filed2026-04-21

DOCU

DOCUSIGN INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-21

ADP

AUTOMATIC DATA PROCESSING IN

-7.84%

Shares1.2K

Event2026-03-31

Filed2026-04-21

ZION

ZIONS BANCORPORATION NATL AS

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-21

NOW

SERVICENOW INC

-2.63%

Shares2.2K

Event2026-03-31

Filed2026-04-21

YUM

YUM BRANDS INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-21

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares501

Event2026-03-31

Filed2026-04-21

MTH

MERITAGE HOMES CORP

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-21

AGILENT TECHNOLOGIES INC

-29.97%

Shares2.0K

Event2026-03-31

Filed2026-04-21

SPHY

SPDR SERIES TRUST

0.00%

Shares9.8K

Event2026-03-31

Filed2026-04-21

GEV

GE VERNOVA INC

New

Shares261

Event2026-03-31

Filed2026-04-21

FDX

FEDEX CORP

New

Shares634

Event2026-03-31

Filed2026-04-21

PAA

PLAINS ALL AMERN PIPELINE L

New

Shares10.0K

Event2026-03-31

Filed2026-04-21

XLY

SELECT SECTOR SPDR TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-21

ETR

ENTERGY CORP NEW

New

Shares1.9K

Event2026-03-31

Filed2026-04-21

SCHA

SCHWAB STRATEGIC TR

-1.27%

Shares7.5K

Event2026-03-31

Filed2026-04-21

SNDK

SANDISK CORP

New

Shares334

Event2026-03-31

Filed2026-04-21

NUE

NUCOR CORP

New

Shares1.3K

Event2026-03-31

Filed2026-04-21

SYK

STRYKER CORPORATION

0.00%

Shares641

Event2026-03-31

Filed2026-04-21

AZO

AUTOZONE INC

-7.46%

Shares62

Event2026-03-31

Filed2026-04-21

PLTR

PALANTIR TECHNOLOGIES INC

-21.59%

Shares1.4K

Event2026-03-31

Filed2026-04-21

SOUTHERN CO

New

Shares2.1K

Event2026-03-31

Filed2026-04-21

BAC-PL

BANK AMERICA CORP

0.00%

Shares172

Event2026-03-31

Filed2026-04-21

VBK

VANGUARD INDEX FDS

0.00%

Shares672

Event2026-03-31

Filed2026-04-21

VSEC

VSE CORP

New

Shares1.1K

Event2026-03-31

Filed2026-04-21

IWO

ISHARES TR

0.00%

Shares641

Event2026-03-31

Filed2026-04-21

NVCR

NOVOCURE LTD

New

Shares12.6K

Event2026-03-31

Filed2026-04-21

PLUG

PLUG PWR INC

0.00%

Shares30.0K

Event2026-03-31

Filed2026-04-21

OGCP

EMPIRE ST RLTY OP L P

0.00%

Shares10.7K

Event2026-03-31

Filed2026-04-21

LUCD

LUCID DIAGNOSTICS INC

0.00%

Shares13.0K

Event2026-03-31

Filed2026-04-21

Call Option Holdings

NN Call CallNEXTNAV INC16.5K shares0.00%2026-03-312026-04-21

NN Call

NEXTNAV INC

0.00%

Shares16.5K

Event2026-03-31

Filed2026-04-21

Put Option Holdings

No put option holdings data available