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The Analysis of Occidental Asset Management, LLC's Holdings & P&L

Currently, Occidental Asset Management, LLC holds 282 types of securities in its portfolio with a total value $844.1M. In the most recent quarter, they have increased their positions in SGOV (+211.3K shares, valued at $21.3M), AMZN (+15.3K shares, valued at $3.2M), IAGG (+42.4K shares, valued at $2.1M); decreased their positions in AMAT (-25.1K shares, valued at $8.6M), XLC (-27.5K shares, valued at $3.1M), IWF (-6.8K shares, valued at $2.9M); initiated new positions in SGOV (+211.3K shares, valued at $21.3M), IFEB (+16.9K shares, valued at $502.4K), JMST (+9.7K shares, valued at $492.3K).

1M P&L

-17.1M-1.95%

3M P&L

-17.4M-1.97%

HY P&L

+9.6M+1.12%

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/A400.6M

50.9%

2Semiconductors68.6M

8.7%

3Consumer Electronics45.9M

5.8%

Top Industries by Stock Count

1N/A130 stocks

50.6%

2Drug Manufacturers - General8 stocks

3.1%

3Software - Infrastructure7 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION324.8K shares2.51%2026-03-312026-04-16

AAPL APPLE INC180.7K shares1.41%2026-03-312026-04-16

SPIB SPDR SERIES TRUST829.0K shares5.98%2026-03-312026-04-16

FLOT ISHARES TR539.0K shares-3.15%2026-03-312026-04-16

SPSB SPDR SERIES TRUST854.4K shares6.58%2026-03-312026-04-16

MSFT MICROSOFT CORP59.6K shares4.80%2026-03-312026-04-16

SGOV ISHARES TR211.3K sharesnew addition2026-03-312026-04-16

BNDC FLEXSHARES TR881.2K shares5.45%2026-03-312026-04-16

Sponsored

FBND FIDELITY MERRIMACK STR TR421.1K shares6.61%2026-03-312026-04-16

ALPHABET INC ALPHABET INC60.5K shares6.72%2026-03-312026-04-16

TLT ISHARES TR182.5K shares6.16%2026-03-312026-04-16

IWF ISHARES TR35.7K shares-15.98%2026-03-312026-04-16

IVE ISHARES TR68.1K shares0.97%2026-03-312026-04-16

IWS ISHARES TR93.5K shares2.42%2026-03-312026-04-16

IAGG ISHARES TR268.0K shares18.80%2026-03-312026-04-16

META META PLATFORMS INC22.6K shares-0.81%2026-03-312026-04-16

Sponsored

EMB ISHARES TR132.4K shares16.59%2026-03-312026-04-16

HYG ISHARES TR145.9K shares21.98%2026-03-312026-04-16

EMCB WISDOMTREE TR170.7K shares23.12%2026-03-312026-04-16

AMZN AMAZON COM INC49.7K shares44.51%2026-03-312026-04-16

IWP ISHARES TR80.8K shares-9.96%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO33.3K shares1.21%2026-03-312026-04-16

WMT WALMART INC77.3K shares3.32%2026-03-312026-04-16

IJS ISHARES TR69.7K shares11.38%2026-03-312026-04-16

Sponsored

SPYG SPDR SERIES TRUST77.1K shares1.31%2026-03-312026-04-16

MS MORGAN STANLEY44.4K shares1.89%2026-03-312026-04-16

CAT CATERPILLAR INC10.1K shares-21.67%2026-03-312026-04-16

XLK SELECT SECTOR SPDR TR51.6K shares-20.35%2026-03-312026-04-16

DELL DELL TECHNOLOGIES INC39.4K shares4.58%2026-03-312026-04-16

BKR BAKER HUGHES COMPANY105.3K shares2.96%2026-03-312026-04-16

HUBBELL INC HUBBELL INC13.1K shares2.94%2026-03-312026-04-16

IWO ISHARES TR20.4K shares-6.87%2026-03-312026-04-16

Sponsored

FNDF SCHWAB STRATEGIC TR128.5K shares13.08%2026-03-312026-04-16

SPYV SPDR SERIES TRUST110.9K shares2.64%2026-03-312026-04-16

CMI CUMMINS INC11.5K shares-23.43%2026-03-312026-04-16

SCCO SOUTHERN COPPER CORP35.4K shares-23.78%2026-03-312026-04-16

CENCORA INC CENCORA INC19.4K shares1.49%2026-03-312026-04-16

AMGN AMGEN INC16.8K shares4.98%2026-03-312026-04-16

V VISA INC19.4K shares4.61%2026-03-312026-04-16

CAH CARDINAL HEALTH INC27.8K shares-23.25%2026-03-312026-04-16

Sponsored

ALB ALBEMARLE CORP32.6K shares-23.27%2026-03-312026-04-16

SPDW SPDR INDEX SHS FDS127.6K shares5.26%2026-03-312026-04-16

IMTM ISHARES TR121.3K shares28.84%2026-03-312026-04-16

RS RELIANCE INC19.1K shares3.33%2026-03-312026-04-16

T AT&T INC199.0K shares6.78%2026-03-312026-04-16

D DOMINION ENERGY INC91.5K shares3.53%2026-03-312026-04-16

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW43.2K shares3.74%2026-03-312026-04-16

MERCK & CO INC MERCK & CO INC45.8K shares-13.19%2026-03-312026-04-16

Sponsored

CRM SALESFORCE INC29.1K shares6.95%2026-03-312026-04-16

DGX QUEST DIAGNOSTICS INC27.7K shares2.86%2026-03-312026-04-16

HD HOME DEPOT INC16.4K shares7.29%2026-03-312026-04-16

NTAP NETAPP INC51.5K shares5.38%2026-03-312026-04-16

QCOM QUALCOMM INC37.4K shares8.36%2026-03-312026-04-16

XLC SELECT SECTOR SPDR TR42.9K shares-39.09%2026-03-312026-04-16

GILD GILEAD SCIENCES INC33.4K shares-20.11%2026-03-312026-04-16

MMC MARSH & MCLENNAN COS INC25.8K shares11.33%2026-03-312026-04-16

Sponsored

HSY HERSHEY CO20.9K shares7.56%2026-03-312026-04-16

AMD ADVANCED MICRO DEVICES INC20.9K shares-10.43%2026-03-312026-04-16

ALPHABET INC ALPHABET INC14.5K shares3.05%2026-03-312026-04-16

J JACOBS SOLUTIONS INC32.4K shares5.49%2026-03-312026-04-16

EMR EMERSON ELEC CO31.2K shares-22.15%2026-03-312026-04-16

CB CHUBB LTD SWITZ12.1K shares-20.97%2026-03-312026-04-16

DDWM WISDOMTREE TR87.1K shares-12.84%2026-03-312026-04-16

BR BROADRIDGE FINL SOLUTIONS IN23.4K shares7.24%2026-03-312026-04-16

Sponsored

ITW ILLINOIS TOOL WKS INC13.7K shares-20.54%2026-03-312026-04-16

IBM INTERNATIONAL BUSINESS MACHS13.9K shares6.93%2026-03-312026-04-16

DLR DIGITAL RLTY TR INC17.6K shares6.49%2026-03-312026-04-16

MDYG SPDR SERIES TRUST32.3K shares2.79%2026-03-312026-04-16

TSLA TESLA INC8.2K shares3.54%2026-03-312026-04-16

MDYV SPDR SERIES TRUST35.4K shares2.52%2026-03-312026-04-16

CLX CLOROX CO DEL28.7K shares47.42%2026-03-312026-04-16

BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2026-03-312026-04-16

Sponsored

DKS DICKS SPORTING GOODS INC14.4K shares7.64%2026-03-312026-04-16

DGS WISDOMTREE TR46.3K shares10.66%2026-03-312026-04-16

DGRE WISDOMTREE TR83.7K shares1.54%2026-03-312026-04-16

SPEM SPDR INDEX SHS FDS57.8K shares5.21%2026-03-312026-04-16

KMB KIMBERLY-CLARK CORP28.1K shares58.31%2026-03-312026-04-16

CSCO CISCO SYS INC34.7K shares5.83%2026-03-312026-04-16

AGG ISHARES TR26.4K shares3.82%2026-03-312026-04-16

OKTA OKTA INC33.2K shares0.18%2026-03-312026-04-16

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS4.2K shares1.88%2026-03-312026-04-16

ABBV ABBVIE INC11.1K shares5.13%2026-03-312026-04-16

XOM EXXON MOBIL CORP14.1K shares8.74%2026-03-312026-04-16

SDY SPDR SERIES TRUST16.2K shares0.00%2026-03-312026-04-16

MU MICRON TECHNOLOGY INC6.6K shares1.76%2026-03-312026-04-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.4K shares4.85%2026-03-312026-04-16

VUG VANGUARD INDEX FDS4.8K shares0.37%2026-03-312026-04-16

SPY STATE STR SPDR S&P 500 ETF T3.2K shares18.49%2026-03-312026-04-16

Sponsored

LLY ELI LILLY & CO2.2K shares3.55%2026-03-312026-04-16

IUSV ISHARES TR19.3K shares-0.30%2026-03-312026-04-16

FNDE SCHWAB STRATEGIC TR50.8K shares2.25%2026-03-312026-04-16

IEMG ISHARES INC26.3K shares-0.96%2026-03-312026-04-16

VIGI VANGUARD WHITEHALL FDS18.6K shares53.31%2026-03-312026-04-16

VWO VANGUARD INTL EQUITY INDEX F29.3K shares65.13%2026-03-312026-04-16

NFLX NETFLIX INC.16.2K shares27.02%2026-03-312026-04-16

BROADCOM INC BROADCOM INC4.9K shares15.50%2026-03-312026-04-16

Sponsored

DGRO ISHARES TR20.9K shares0.00%2026-03-312026-04-16

DVY ISHARES TR9.4K shares0.00%2026-03-312026-04-16

INVESCO QQQ TR INVESCO QQQ TR2.4K shares45.17%2026-03-312026-04-16

CVX CHEVRON CORPORATION6.5K shares12.99%2026-03-312026-04-16

XLV SELECT SECTOR SPDR TR9.0K shares8.06%2026-03-312026-04-16

IWR ISHARES TR13.0K shares0.00%2026-03-312026-04-16

BIL SPDR SERIES TRUST13.6K shares214.16%2026-03-312026-04-16

GLD SPDR GOLD TR2.9K shares20.76%2026-03-312026-04-16

Sponsored

SLYV SPDR SERIES TRUST12.2K shares2.09%2026-03-312026-04-16

ED CONSOLIDATED EDISON INC10.1K shares0.43%2026-03-312026-04-16

CSD INVESCO EXCHANGE TRADED FD T10.0K shares0.00%2026-03-312026-04-16

SLYG SPDR SERIES TRUST11.5K shares2.50%2026-03-312026-04-16

PM PHILIP MORRIS INTL INC6.7K shares10.18%2026-03-312026-04-16

XLF SELECT SECTOR SPDR TR21.7K shares10.23%2026-03-312026-04-16

CWB SPDR SERIES TRUST11.4K shares-2.79%2026-03-312026-04-16

JNJ JOHNSON & JOHNSON4.1K shares2.65%2026-03-312026-04-16

Sponsored

PG PROCTER & GAMBLE CO7.0K shares27.35%2026-03-312026-04-16

COST COSTCO WHOLESALE CORPORATION1.0K shares22.34%2026-03-312026-04-16

VIG VANGUARD SPECIALIZED FUNDS4.7K shares-0.51%2026-03-312026-04-16

MA MASTERCARD INCORPORATED2.0K shares17.67%2026-03-312026-04-16

IWD ISHARES TR4.5K shares0.00%2026-03-312026-04-16

MPC MARATHON PETE CORP3.9K shares14.16%2026-03-312026-04-16

IJH ISHARES TR13.7K shares0.00%2026-03-312026-04-16

VEU VANGUARD INTL EQUITY INDEX F11.9K shares5.33%2026-03-312026-04-16

Sponsored

ORCL ORACLE CORP6.0K shares-1.01%2026-03-312026-04-16

VLO VALERO ENERGY CORP3.6K shares18.68%2026-03-312026-04-16

FSMB FIRST TR EXCH TRADED FD III44.1K shares-4.18%2026-03-312026-04-16

CHD CHURCH & DWIGHT CO INC9.4K shares1.83%2026-03-312026-04-16

IWM ISHARES TR3.5K shares2.59%2026-03-312026-04-16

KO COCA COLA CO11.2K shares0.71%2026-03-312026-04-16

IYW ISHARES TR4.5K shares-3.01%2026-03-312026-04-16

XLY SELECT SECTOR SPDR TR7.4K shares12.50%2026-03-312026-04-16

Sponsored

TJX TJX COS INC NEW5.0K shares30.67%2026-03-312026-04-16

MO ALTRIA GROUP INC11.7K shares15.85%2026-03-312026-04-16

IEFA ISHARES TR8.5K shares-0.39%2026-03-312026-04-16

SYK STRYKER CORPORATION2.3K shares1.88%2026-03-312026-04-16

FMB FIRST TR EXCH TRADED FD III14.6K shares0.14%2026-03-312026-04-16

GBIL GOLDMAN SACHS ETF TR7.3K shares0.00%2026-03-312026-04-16

NEM NEWMONT CORP6.7K shares23.50%2026-03-312026-04-16

PLTR PALANTIR TECHNOLOGIES INC4.9K shares35.43%2026-03-312026-04-16

Sponsored

XLI SELECT SECTOR SPDR TR4.4K shares5.31%2026-03-312026-04-16

SFLR INNOVATOR ETFS TRUST19.4K shares96.76%2026-03-312026-04-16

KLAC KLA CORP461 shares-4.75%2026-03-312026-04-16

PEP PEPSICO INC4.4K shares1.70%2026-03-312026-04-16

VTEB VANGUARD MUN BD FDS13.4K shares-4.32%2026-03-312026-04-16

COP CONOCOPHILLIPS5.0K shares0.86%2026-03-312026-04-16

AJG GALLAGHER ARTHUR J & CO3.0K shares2.70%2026-03-312026-04-16

RTX RTX CORPORATION3.4K shares0.42%2026-03-312026-04-16

Sponsored

ABT ABBOTT LABORATORIES6.3K shares0.80%2026-03-312026-04-16

YUM YUM BRANDS INC4.2K shares24.49%2026-03-312026-04-16

APP APPLOVIN CORP1.6K shares4.58%2026-03-312026-04-16

HWM HOWMET AEROSPACE INC2.7K shares-0.18%2026-03-312026-04-16

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST32.9K shares43.12%2026-03-312026-04-16

BRO BROWN & BROWN INC9.5K shares-0.45%2026-03-312026-04-16

SHYD VANECK ETF TRUST26.9K shares-1.64%2026-03-312026-04-16

MNST MONSTER BEVERAGE CORP NEW7.9K shares-14.64%2026-03-312026-04-16

Sponsored

VZ VERIZON COMMUNICATIONS INC11.3K shares1.68%2026-03-312026-04-16

WFC WELLS FARGO & CO7.0K shares3.46%2026-03-312026-04-16

F FORD MTR CO48.1K shares1.56%2026-03-312026-04-16

GPIX GOLDMAN SACHS ETF TR10.7K shares16.72%2026-03-312026-04-16

USHY ISHARES TR14.1K shares-3.19%2026-03-312026-04-16

LMT LOCKHEED MARTIN CORP855 shares10.04%2026-03-312026-04-16

FUMB FIRST TR EXCH TRADED FD III25.1K shares-0.02%2026-03-312026-04-16

ISRG INTUITIVE SURGICAL INC1.1K shares-18.60%2026-03-312026-04-16

Sponsored

IFEB INNOVATOR ETFS TRUST16.9K sharesnew addition2026-03-312026-04-16

BAC BANK AMERICA CORP10.3K shares0.27%2026-03-312026-04-16

BMY BRISTOL-MYERS SQUIBB CO8.2K shares7.08%2026-03-312026-04-16

JMST J P MORGAN EXCHANGE TRADED F9.7K sharesnew addition2026-03-312026-04-16

NVS NOVARTIS AG3.2K shares6.58%2026-03-312026-04-16

RMD RESMED INC2.2K shares27.31%2026-03-312026-04-16

PANW PALO ALTO NETWORKS INC3.0K shares45.31%2026-03-312026-04-16

IBHF ISHARES TR21.0K shares14.13%2026-03-312026-04-16

Sponsored

SCHF SCHWAB STRATEGIC TR19.3K sharesnew addition2026-03-312026-04-16

VEA VANGUARD TAX-MANAGED FDS7.3K shares1.10%2026-03-312026-04-16

MUB ISHARES TR4.4K shares0.00%2026-03-312026-04-16

XLE SELECT SECTOR SPDR TR7.4K shares3.29%2026-03-312026-04-16

GS GOLDMAN SACHS GROUP INC534 shares-1.29%2026-03-312026-04-16

MCD MCDONALDS CORP1.4K shares-0.28%2026-03-312026-04-16

SHOP SHOPIFY INC3.8K shares0.05%2026-03-312026-04-16

MSI MOTOROLA SOLUTIONS INC1.0K shares-14.52%2026-03-312026-04-16

Sponsored

ORLY OREILLY AUTOMOTIVE INC4.8K shares48.64%2026-03-312026-04-16

MCK MCKESSON CORP507 shares37.40%2026-03-312026-04-16

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.3K shares44.87%2026-03-312026-04-16

CSHI NEOS ETF TRUST8.5K sharesnew addition2026-03-312026-04-16

LNG CHENIERE ENERGY INC1.5K sharesnew addition2026-03-312026-04-16

VCIT VANGUARD SCOTTSDALE FDS5.1K shares-23.17%2026-03-312026-04-16

VNQ VANGUARD INDEX FDS4.6K shares4.51%2026-03-312026-04-16

EJAN INNOVATOR ETFS TRUST12.1K sharesnew addition2026-03-312026-04-16

Sponsored

SRE SEMPRA4.2K shares1.18%2026-03-312026-04-16

XBJA INNOVATOR ETFS TRUST13.0K sharesnew addition2026-03-312026-04-16

UVE UNIVERSAL INS HLDGS INC11.8K shares13.25%2026-03-312026-04-16

TGTX TG THERAPEUTICS INC12.0K shares3.35%2026-03-312026-04-16

HCA HCA HEALTHCARE INC836 shares44.39%2026-03-312026-04-16

MINT PIMCO ETF TR3.9K shares-27.17%2026-03-312026-04-16

XLP SELECT SECTOR SPDR TR4.8K shares-37.75%2026-03-312026-04-16

CF CF INDUSTRIES HOLD3.0K shares2.63%2026-03-312026-04-16

Sponsored

ROST ROSS STORES INC1.8K shares3.03%2026-03-312026-04-16

XLU SELECT SECTOR SPDR TR8.3K shares-18.11%2026-03-312026-04-16

ADBE ADOBE INC1.5K shares66.26%2026-03-312026-04-16

APH AMPHENOL CORP2.9K shares2.22%2026-03-312026-04-16

PSTP INNOVATOR ETFS TRUST10.5K shares0.00%2026-03-312026-04-16

SUSC ISHARES TR15.6K shares0.26%2026-03-312026-04-16

TSM TAIWAN SEMICONDUCTOR MANUFAC1.0K sharesnew addition2026-03-312026-04-16

VCSH VANGUARD SCOTTSDALE FDS4.4K sharesnew addition2026-03-312026-04-16

Sponsored

AEM AGNICO EAGLE MINES LTD1.7K shares1.74%2026-03-312026-04-16

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST6.8K sharesnew addition2026-03-312026-04-16

OKE ONEOK INC NEW3.8K shares0.77%2026-03-312026-04-16

WMB WILLIAMS COS INC4.7K shares-4.55%2026-03-312026-04-16

THE CIGNA GROUP THE CIGNA GROUP1.3K shares56.44%2026-03-312026-04-16

VTI VANGUARD INDEX FDS1.0K shares0.68%2026-03-312026-04-16

PH PARKER-HANNIFIN CORP373 shares1.91%2026-03-312026-04-16

ITOT ISHARES TR2.3K shares8.66%2026-03-312026-04-16

Sponsored

NOC NORTHROP GRUMMAN CORP483 shares-6.58%2026-03-312026-04-16

NEOS ETF TRUST NEOS ETF TRUST6.7K sharesnew addition2026-03-312026-04-16

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.7K shares-0.41%2026-03-312026-04-16

IGRO ISHARES TR3.8K shares8.51%2026-03-312026-04-16

VTV VANGUARD INDEX FDS1.6K shares51.08%2026-03-312026-04-16

UJAN INNOVATOR ETFS TRUST7.4K sharesnew addition2026-03-312026-04-16

ASTRAZENECA PLC ASTRAZENECA PLC1.6K sharesnew addition2026-03-312026-04-16

GE AEROSPACE GE AEROSPACE1.1K shares1.48%2026-03-312026-04-16

Sponsored

IBHI ISHARES TR13.3K shares0.00%2026-03-312026-04-16

SHY ISHARES TR3.7K shares-2.07%2026-03-312026-04-16

EFA ISHARES TR3.1K shares0.00%2026-03-312026-04-16

TFLR T ROWE PRICE ETF INC5.8K shares-40.00%2026-03-312026-04-16

MAR MARRIOTT INTL INC NEW893 shares-12.02%2026-03-312026-04-16

VGT VANGUARD WORLD FD412 sharesnew addition2026-03-312026-04-16

CEF SPROTT ASSET MANAGEMENT LP6.0K shares0.00%2026-03-312026-04-16

AMAT APPLIED MATLS INC811 shares-96.87%2026-03-312026-04-16

Sponsored

PFE PFIZER INC9.9K shares-2.06%2026-03-312026-04-16

UMAR INNOVATOR ETFS TRUST6.8K shares9.91%2026-03-312026-04-16

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST14.4K sharesnew addition2026-03-312026-04-16

CRWD CROWDSTRIKE HLDGS INC678 shares34.52%2026-03-312026-04-16

BLACKSTONE INC BLACKSTONE INC2.3K shares-9.70%2026-03-312026-04-16

BLACKROCK INC BLACKROCK INC274 shares4.98%2026-03-312026-04-16

INTC INTEL CORP5.9K shares4.23%2026-03-312026-04-16

XEL XCEL ENERGY INC3.3K shares0.52%2026-03-312026-04-16

Sponsored

XLB SELECT SECTOR SPDR TR5.2K sharesnew addition2026-03-312026-04-16

JLL JONES LANG LASALLE INC846 sharesnew addition2026-03-312026-04-16

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST13.6K sharesnew addition2026-03-312026-04-16

AEP AMERICAN ELEC PWR CO INC1.9K shares-1.19%2026-03-312026-04-16

ARISTA NETWORKS INC ARISTA NETWORKS INC2.0K shares-38.14%2026-03-312026-04-16

TBIL RBB FD INC5.0K shares0.00%2026-03-312026-04-16

SCHB SCHWAB STRATEGIC TR9.9K shares0.00%2026-03-312026-04-16

ISHARES GOLD TR ISHARES GOLD TR2.8K sharesnew addition2026-03-312026-04-16

Sponsored

DEO DIAGEO PLC3.3K shares-8.30%2026-03-312026-04-16

INOV INNOVATOR ETFS TRUST7.0K shares12.07%2026-03-312026-04-16

PYPL PAYPAL HLDGS INC5.3K shares23.05%2026-03-312026-04-16

HYGV FLEXSHARES TR6.0K shares0.00%2026-03-312026-04-16

HYD VANECK ETF TRUST4.8K shares-3.31%2026-03-312026-04-16

HALO HALOZYME THERAPEUTICS INC3.7K shares-46.15%2026-03-312026-04-16

BRLN BLACKROCK ETF TRUST II4.6K sharesnew addition2026-03-312026-04-16

NULV NUSHARES ETF TR5.1K shares0.00%2026-03-312026-04-16

Sponsored

NULG NUSHARES ETF TR2.5K shares0.40%2026-03-312026-04-16

VWOB VANGUARD WHITEHALL FDS3.5K sharesnew addition2026-03-312026-04-16

LMBS FIRST TR EXCHANGE-TRADED FD4.5K sharesnew addition2026-03-312026-04-16

IDEC INNOVATOR ETFS TRUST6.7K shares0.00%2026-03-312026-04-16

DDTL INNOVATOR ETFS TRUST10.4K shares0.00%2026-03-312026-04-16

SPGI S&P GLOBAL INC500 shares-12.43%2026-03-312026-04-16

NFJ VIRTUS DIVIDEND INTEREST & P16.9K shares-0.27%2026-03-312026-04-16

BK BANK NEW YORK MELLON CORP1.8K shares-23.16%2026-03-312026-04-16

Sponsored

KMI KINDER MORGAN INC DEL6.2K sharesnew addition2026-03-312026-04-16

RSPH INVESCO EXCHANGE TRADED FD T6.9K shares0.00%2026-03-312026-04-16

ASML ASML HLDG NV157 sharesnew addition2026-03-312026-04-16

BSV VANGUARD BD INDEX FDS2.6K sharesnew addition2026-03-312026-04-16

USB US BANCORP4.0K shares4.16%2026-03-312026-04-16

DXJ WISDOMTREE TR1.3K sharesnew addition2026-03-312026-04-16

MDY STATE STR SPDR S&P MIDCAP 40333 shares0.00%2026-03-312026-04-16

VOOG VANGUARD ADMIRAL FDS INC502 shares0.00%2026-03-312026-04-16

Sponsored

VONG VANGUARD SCOTTSDALE FDS1.9K shares-7.67%2026-03-312026-04-16

VONV VANGUARD SCOTTSDALE FDS2.2K shares-5.64%2026-03-312026-04-16

MUNI PIMCO ETF TR3.8K shares0.00%2026-03-312026-04-16

EIX EDISON INTL2.7K sharesnew addition2026-03-312026-04-16

AOD ABRDN TOTAL DYNAMIC DIVIDEND21.8K shares-7.57%2026-03-312026-04-16

BN BROOKFIELD CORP4.9K shares-7.20%2026-03-312026-04-16

MMU WESTERN ASSET MANAGED MUNS F12.7K shares6.61%2026-03-312026-04-16

ACP ABRDN INCOME CREDIT STRATEGI24.1K shares0.00%2026-03-312026-04-16

Sponsored

EMD WESTERN ASSET EMERGING MKTS12.4K shares-10.66%2026-03-312026-04-16

NRK NUVEEN NY AMT FREE11.7K sharesnew addition2026-03-312026-04-16

MHD BLACKROCK MUNIHOLDINGS FD IN10.6K sharesnew addition2026-03-312026-04-16

WU WESTERN UN CO12.8K sharesnew addition2026-03-312026-04-16

BLACKROCK TECH AND PRIVATE E BLACKROCK TECH AND PRIVATE E14.1K sharesnew addition2026-03-312026-04-16

KREF KKR REAL ESTATE FIN TR INC11.0K sharesnew addition2026-03-312026-04-16

IGR CBRE GBL REAL ESTATE INC FD13.8K shares-17.57%2026-03-312026-04-16

RPD RAPID7 INC10.5K sharesnew addition2026-03-312026-04-16

Sponsored

JQC NUVEEN CR STRATEGIES INCOME10.8K shares-21.02%2026-03-312026-04-16

HIO WESTERN ASSET HIGH INCOME OP13.8K shares19.83%2026-03-312026-04-16

NVDA

NVIDIA CORPORATION

2.51%

Shares324.8K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

1.41%

Shares180.7K

Event2026-03-31

Filed2026-04-16

SPIB

SPDR SERIES TRUST

5.98%

Shares829.0K

Event2026-03-31

Filed2026-04-16

FLOT

ISHARES TR

-3.15%

Shares539.0K

Event2026-03-31

Filed2026-04-16

SPSB

SPDR SERIES TRUST

6.58%

Shares854.4K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

4.80%

Shares59.6K

Event2026-03-31

Filed2026-04-16

SGOV

ISHARES TR

New

Shares211.3K

Event2026-03-31

Filed2026-04-16

BNDC

FLEXSHARES TR

5.45%

Shares881.2K

Event2026-03-31

Filed2026-04-16

FBND

FIDELITY MERRIMACK STR TR

6.61%

Shares421.1K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

6.72%

Shares60.5K

Event2026-03-31

Filed2026-04-16

TLT

ISHARES TR

6.16%

Shares182.5K

Event2026-03-31

Filed2026-04-16

IWF

ISHARES TR

-15.98%

Shares35.7K

Event2026-03-31

Filed2026-04-16

IVE

ISHARES TR

0.97%

Shares68.1K

Event2026-03-31

Filed2026-04-16

IWS

ISHARES TR

2.42%

Shares93.5K

Event2026-03-31

Filed2026-04-16

IAGG

ISHARES TR

18.80%

Shares268.0K

Event2026-03-31

Filed2026-04-16

META

META PLATFORMS INC

-0.81%

Shares22.6K

Event2026-03-31

Filed2026-04-16

EMB

ISHARES TR

16.59%

Shares132.4K

Event2026-03-31

Filed2026-04-16

HYG

ISHARES TR

21.98%

Shares145.9K

Event2026-03-31

Filed2026-04-16

EMCB

WISDOMTREE TR

23.12%

Shares170.7K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

44.51%

Shares49.7K

Event2026-03-31

Filed2026-04-16

IWP

ISHARES TR

-9.96%

Shares80.8K

Event2026-03-31

Filed2026-04-16

JPM

JPMORGAN CHASE & CO

1.21%

Shares33.3K

Event2026-03-31

Filed2026-04-16

WMT

WALMART INC

3.32%

Shares77.3K

Event2026-03-31

Filed2026-04-16

IJS

ISHARES TR

11.38%

Shares69.7K

Event2026-03-31

Filed2026-04-16

SPYG

SPDR SERIES TRUST

1.31%

Shares77.1K

Event2026-03-31

Filed2026-04-16

MORGAN STANLEY

1.89%

Shares44.4K

Event2026-03-31

Filed2026-04-16

CAT

CATERPILLAR INC

-21.67%

Shares10.1K

Event2026-03-31

Filed2026-04-16

XLK

SELECT SECTOR SPDR TR

-20.35%

Shares51.6K

Event2026-03-31

Filed2026-04-16

DELL

DELL TECHNOLOGIES INC

4.58%

Shares39.4K

Event2026-03-31

Filed2026-04-16

BKR

BAKER HUGHES COMPANY

2.96%

Shares105.3K

Event2026-03-31

Filed2026-04-16

HUBBELL INC

2.94%

Shares13.1K

Event2026-03-31

Filed2026-04-16

IWO

ISHARES TR

-6.87%

Shares20.4K

Event2026-03-31

Filed2026-04-16

FNDF

SCHWAB STRATEGIC TR

13.08%

Shares128.5K

Event2026-03-31

Filed2026-04-16

SPYV

SPDR SERIES TRUST

2.64%

Shares110.9K

Event2026-03-31

Filed2026-04-16

CMI

CUMMINS INC

-23.43%

Shares11.5K

Event2026-03-31

Filed2026-04-16

SCCO

SOUTHERN COPPER CORP

-23.78%

Shares35.4K

Event2026-03-31

Filed2026-04-16

CENCORA INC

1.49%

Shares19.4K

Event2026-03-31

Filed2026-04-16

AMGN

AMGEN INC

4.98%

Shares16.8K

Event2026-03-31

Filed2026-04-16

VISA INC

4.61%

Shares19.4K

Event2026-03-31

Filed2026-04-16

CAH

CARDINAL HEALTH INC

-23.25%

Shares27.8K

Event2026-03-31

Filed2026-04-16

ALB

ALBEMARLE CORP

-23.27%

Shares32.6K

Event2026-03-31

Filed2026-04-16

SPDW

SPDR INDEX SHS FDS

5.26%

Shares127.6K

Event2026-03-31

Filed2026-04-16

IMTM

ISHARES TR

28.84%

Shares121.3K

Event2026-03-31

Filed2026-04-16

RELIANCE INC

3.33%

Shares19.1K

Event2026-03-31

Filed2026-04-16

AT&T INC

6.78%

Shares199.0K

Event2026-03-31

Filed2026-04-16

DOMINION ENERGY INC

3.53%

Shares91.5K

Event2026-03-31

Filed2026-04-16

DUKE ENERGY CORP NEW

3.74%

Shares43.2K

Event2026-03-31

Filed2026-04-16

MERCK & CO INC

-13.19%

Shares45.8K

Event2026-03-31

Filed2026-04-16

CRM

SALESFORCE INC

6.95%

Shares29.1K

Event2026-03-31

Filed2026-04-16

DGX

QUEST DIAGNOSTICS INC

2.86%

Shares27.7K

Event2026-03-31

Filed2026-04-16

HOME DEPOT INC

7.29%

Shares16.4K

Event2026-03-31

Filed2026-04-16

NTAP

NETAPP INC

5.38%

Shares51.5K

Event2026-03-31

Filed2026-04-16

QCOM

QUALCOMM INC

8.36%

Shares37.4K

Event2026-03-31

Filed2026-04-16

XLC

SELECT SECTOR SPDR TR

-39.09%

Shares42.9K

Event2026-03-31

Filed2026-04-16

GILD

GILEAD SCIENCES INC

-20.11%

Shares33.4K

Event2026-03-31

Filed2026-04-16

MMC

MARSH & MCLENNAN COS INC

11.33%

Shares25.8K

Event2026-03-31

Filed2026-04-16

HSY

HERSHEY CO

7.56%

Shares20.9K

Event2026-03-31

Filed2026-04-16

AMD

ADVANCED MICRO DEVICES INC

-10.43%

Shares20.9K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

3.05%

Shares14.5K

Event2026-03-31

Filed2026-04-16

JACOBS SOLUTIONS INC

5.49%

Shares32.4K

Event2026-03-31

Filed2026-04-16

EMR

EMERSON ELEC CO

-22.15%

Shares31.2K

Event2026-03-31

Filed2026-04-16

CHUBB LTD SWITZ

-20.97%

Shares12.1K

Event2026-03-31

Filed2026-04-16

DDWM

WISDOMTREE TR

-12.84%

Shares87.1K

Event2026-03-31

Filed2026-04-16

BROADRIDGE FINL SOLUTIONS IN

7.24%

Shares23.4K

Event2026-03-31

Filed2026-04-16

ITW

ILLINOIS TOOL WKS INC

-20.54%

Shares13.7K

Event2026-03-31

Filed2026-04-16

IBM

INTERNATIONAL BUSINESS MACHS

6.93%

Shares13.9K

Event2026-03-31

Filed2026-04-16

DLR

DIGITAL RLTY TR INC

6.49%

Shares17.6K

Event2026-03-31

Filed2026-04-16

MDYG

SPDR SERIES TRUST

2.79%

Shares32.3K

Event2026-03-31

Filed2026-04-16

TSLA

TESLA INC

3.54%

Shares8.2K

Event2026-03-31

Filed2026-04-16

MDYV

SPDR SERIES TRUST

2.52%

Shares35.4K

Event2026-03-31

Filed2026-04-16

CLX

CLOROX CO DEL

47.42%

Shares28.7K

Event2026-03-31

Filed2026-04-16

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares4

Event2026-03-31

Filed2026-04-16

DKS

DICKS SPORTING GOODS INC

7.64%

Shares14.4K

Event2026-03-31

Filed2026-04-16

DGS

WISDOMTREE TR

10.66%

Shares46.3K

Event2026-03-31

Filed2026-04-16

DGRE

WISDOMTREE TR

1.54%

Shares83.7K

Event2026-03-31

Filed2026-04-16

SPEM

SPDR INDEX SHS FDS

5.21%

Shares57.8K

Event2026-03-31

Filed2026-04-16

KMB

KIMBERLY-CLARK CORP

58.31%

Shares28.1K

Event2026-03-31

Filed2026-04-16

CSCO

CISCO SYS INC

5.83%

Shares34.7K

Event2026-03-31

Filed2026-04-16

AGG

ISHARES TR

3.82%

Shares26.4K

Event2026-03-31

Filed2026-04-16

OKTA

OKTA INC

0.18%

Shares33.2K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

1.88%

Shares4.2K

Event2026-03-31

Filed2026-04-16

ABBV

ABBVIE INC

5.13%

Shares11.1K

Event2026-03-31

Filed2026-04-16

XOM

EXXON MOBIL CORP

8.74%

Shares14.1K

Event2026-03-31

Filed2026-04-16

SDY

SPDR SERIES TRUST

0.00%

Shares16.2K

Event2026-03-31

Filed2026-04-16

MICRON TECHNOLOGY INC

1.76%

Shares6.6K

Event2026-03-31

Filed2026-04-16

BERKSHIRE HATHAWAY INC DEL

4.85%

Shares4.4K

Event2026-03-31

Filed2026-04-16

VUG

VANGUARD INDEX FDS

0.37%

Shares4.8K

Event2026-03-31

Filed2026-04-16

SPY

STATE STR SPDR S&P 500 ETF T

18.49%

Shares3.2K

Event2026-03-31

Filed2026-04-16

LLY

ELI LILLY & CO

3.55%

Shares2.2K

Event2026-03-31

Filed2026-04-16

IUSV

ISHARES TR

-0.30%

Shares19.3K

Event2026-03-31

Filed2026-04-16

FNDE

SCHWAB STRATEGIC TR

2.25%

Shares50.8K

Event2026-03-31

Filed2026-04-16

IEMG

ISHARES INC

-0.96%

Shares26.3K

Event2026-03-31

Filed2026-04-16

VIGI

VANGUARD WHITEHALL FDS

53.31%

Shares18.6K

Event2026-03-31

Filed2026-04-16

VWO

VANGUARD INTL EQUITY INDEX F

65.13%

Shares29.3K

Event2026-03-31

Filed2026-04-16

NFLX

NETFLIX INC.

27.02%

Shares16.2K

Event2026-03-31

Filed2026-04-16

BROADCOM INC

15.50%

Shares4.9K

Event2026-03-31

Filed2026-04-16

DGRO

ISHARES TR

0.00%

Shares20.9K

Event2026-03-31

Filed2026-04-16

DVY

ISHARES TR

0.00%

Shares9.4K

Event2026-03-31

Filed2026-04-16

INVESCO QQQ TR

45.17%

Shares2.4K

Event2026-03-31

Filed2026-04-16

CVX

CHEVRON CORPORATION

12.99%

Shares6.5K

Event2026-03-31

Filed2026-04-16

XLV

SELECT SECTOR SPDR TR

8.06%

Shares9.0K

Event2026-03-31

Filed2026-04-16

IWR

ISHARES TR

0.00%

Shares13.0K

Event2026-03-31

Filed2026-04-16

BIL

SPDR SERIES TRUST

214.16%

Shares13.6K

Event2026-03-31

Filed2026-04-16

GLD

SPDR GOLD TR

20.76%

Shares2.9K

Event2026-03-31

Filed2026-04-16

SLYV

SPDR SERIES TRUST

2.09%

Shares12.2K

Event2026-03-31

Filed2026-04-16

CONSOLIDATED EDISON INC

0.43%

Shares10.1K

Event2026-03-31

Filed2026-04-16

CSD

INVESCO EXCHANGE TRADED FD T

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-16

SLYG

SPDR SERIES TRUST

2.50%

Shares11.5K

Event2026-03-31

Filed2026-04-16

PHILIP MORRIS INTL INC

10.18%

Shares6.7K

Event2026-03-31

Filed2026-04-16

XLF

SELECT SECTOR SPDR TR

10.23%

Shares21.7K

Event2026-03-31

Filed2026-04-16

CWB

SPDR SERIES TRUST

-2.79%

Shares11.4K

Event2026-03-31

Filed2026-04-16

JNJ

JOHNSON & JOHNSON

2.65%

Shares4.1K

Event2026-03-31

Filed2026-04-16

PROCTER & GAMBLE CO

27.35%

Shares7.0K

Event2026-03-31

Filed2026-04-16

COST

COSTCO WHOLESALE CORPORATION

22.34%

Shares1.0K

Event2026-03-31

Filed2026-04-16

VIG

VANGUARD SPECIALIZED FUNDS

-0.51%

Shares4.7K

Event2026-03-31

Filed2026-04-16

MASTERCARD INCORPORATED

17.67%

Shares2.0K

Event2026-03-31

Filed2026-04-16

IWD

ISHARES TR

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-16

MPC

MARATHON PETE CORP

14.16%

Shares3.9K

Event2026-03-31

Filed2026-04-16

IJH

ISHARES TR

0.00%

Shares13.7K

Event2026-03-31

Filed2026-04-16

VEU

VANGUARD INTL EQUITY INDEX F

5.33%

Shares11.9K

Event2026-03-31

Filed2026-04-16

ORCL

ORACLE CORP

-1.01%

Shares6.0K

Event2026-03-31

Filed2026-04-16

VLO

VALERO ENERGY CORP

18.68%

Shares3.6K

Event2026-03-31

Filed2026-04-16

FSMB

FIRST TR EXCH TRADED FD III

-4.18%

Shares44.1K

Event2026-03-31

Filed2026-04-16

CHD

CHURCH & DWIGHT CO INC

1.83%

Shares9.4K

Event2026-03-31

Filed2026-04-16

IWM

ISHARES TR

2.59%

Shares3.5K

Event2026-03-31

Filed2026-04-16

COCA COLA CO

0.71%

Shares11.2K

Event2026-03-31

Filed2026-04-16

IYW

ISHARES TR

-3.01%

Shares4.5K

Event2026-03-31

Filed2026-04-16

XLY

SELECT SECTOR SPDR TR

12.50%

Shares7.4K

Event2026-03-31

Filed2026-04-16

TJX

TJX COS INC NEW

30.67%

Shares5.0K

Event2026-03-31

Filed2026-04-16

ALTRIA GROUP INC

15.85%

Shares11.7K

Event2026-03-31

Filed2026-04-16

IEFA

ISHARES TR

-0.39%

Shares8.5K

Event2026-03-31

Filed2026-04-16

SYK

STRYKER CORPORATION

1.88%

Shares2.3K

Event2026-03-31

Filed2026-04-16

FMB

FIRST TR EXCH TRADED FD III

0.14%

Shares14.6K

Event2026-03-31

Filed2026-04-16

GBIL

GOLDMAN SACHS ETF TR

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-16

NEM

NEWMONT CORP

23.50%

Shares6.7K

Event2026-03-31

Filed2026-04-16

PLTR

PALANTIR TECHNOLOGIES INC

35.43%

Shares4.9K

Event2026-03-31

Filed2026-04-16

XLI

SELECT SECTOR SPDR TR

5.31%

Shares4.4K

Event2026-03-31

Filed2026-04-16

SFLR

INNOVATOR ETFS TRUST

96.76%

Shares19.4K

Event2026-03-31

Filed2026-04-16

KLAC

KLA CORP

-4.75%

Shares461

Event2026-03-31

Filed2026-04-16

PEP

PEPSICO INC

1.70%

Shares4.4K

Event2026-03-31

Filed2026-04-16

VTEB

VANGUARD MUN BD FDS

-4.32%

Shares13.4K

Event2026-03-31

Filed2026-04-16

COP

CONOCOPHILLIPS

0.86%

Shares5.0K

Event2026-03-31

Filed2026-04-16

AJG

GALLAGHER ARTHUR J & CO

2.70%

Shares3.0K

Event2026-03-31

Filed2026-04-16

RTX

RTX CORPORATION

0.42%

Shares3.4K

Event2026-03-31

Filed2026-04-16

ABT

ABBOTT LABORATORIES

0.80%

Shares6.3K

Event2026-03-31

Filed2026-04-16

YUM

YUM BRANDS INC

24.49%

Shares4.2K

Event2026-03-31

Filed2026-04-16

APP

APPLOVIN CORP

4.58%

Shares1.6K

Event2026-03-31

Filed2026-04-16

HWM

HOWMET AEROSPACE INC

-0.18%

Shares2.7K

Event2026-03-31

Filed2026-04-16

INNOVATOR ETFS TRUST

43.12%

Shares32.9K

Event2026-03-31

Filed2026-04-16

BRO

BROWN & BROWN INC

-0.45%

Shares9.5K

Event2026-03-31

Filed2026-04-16

SHYD

VANECK ETF TRUST

-1.64%

Shares26.9K

Event2026-03-31

Filed2026-04-16

MNST

MONSTER BEVERAGE CORP NEW

-14.64%

Shares7.9K

Event2026-03-31

Filed2026-04-16

VERIZON COMMUNICATIONS INC

1.68%

Shares11.3K

Event2026-03-31

Filed2026-04-16

WFC

WELLS FARGO & CO

3.46%

Shares7.0K

Event2026-03-31

Filed2026-04-16

FORD MTR CO

1.56%

Shares48.1K

Event2026-03-31

Filed2026-04-16

GPIX

GOLDMAN SACHS ETF TR

16.72%

Shares10.7K

Event2026-03-31

Filed2026-04-16

USHY

ISHARES TR

-3.19%

Shares14.1K

Event2026-03-31

Filed2026-04-16

LMT

LOCKHEED MARTIN CORP

10.04%

Shares855

Event2026-03-31

Filed2026-04-16

FUMB

FIRST TR EXCH TRADED FD III

-0.02%

Shares25.1K

Event2026-03-31

Filed2026-04-16

ISRG

INTUITIVE SURGICAL INC

-18.60%

Shares1.1K

Event2026-03-31

Filed2026-04-16

IFEB

INNOVATOR ETFS TRUST

New

Shares16.9K

Event2026-03-31

Filed2026-04-16

BAC

BANK AMERICA CORP

0.27%

Shares10.3K

Event2026-03-31

Filed2026-04-16

BMY

BRISTOL-MYERS SQUIBB CO

7.08%

Shares8.2K

Event2026-03-31

Filed2026-04-16

JMST

J P MORGAN EXCHANGE TRADED F

New

Shares9.7K

Event2026-03-31

Filed2026-04-16

NVS

NOVARTIS AG

6.58%

Shares3.2K

Event2026-03-31

Filed2026-04-16

RMD

RESMED INC

27.31%

Shares2.2K

Event2026-03-31

Filed2026-04-16

PANW

PALO ALTO NETWORKS INC

45.31%

Shares3.0K

Event2026-03-31

Filed2026-04-16

IBHF

ISHARES TR

14.13%

Shares21.0K

Event2026-03-31

Filed2026-04-16

SCHF

SCHWAB STRATEGIC TR

New

Shares19.3K

Event2026-03-31

Filed2026-04-16

VEA

VANGUARD TAX-MANAGED FDS

1.10%

Shares7.3K

Event2026-03-31

Filed2026-04-16

MUB

ISHARES TR

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-16

XLE

SELECT SECTOR SPDR TR

3.29%

Shares7.4K

Event2026-03-31

Filed2026-04-16

GOLDMAN SACHS GROUP INC

-1.29%

Shares534

Event2026-03-31

Filed2026-04-16

MCD

MCDONALDS CORP

-0.28%

Shares1.4K

Event2026-03-31

Filed2026-04-16

SHOP

SHOPIFY INC

0.05%

Shares3.8K

Event2026-03-31

Filed2026-04-16

MSI

MOTOROLA SOLUTIONS INC

-14.52%

Shares1.0K

Event2026-03-31

Filed2026-04-16

ORLY

OREILLY AUTOMOTIVE INC

48.64%

Shares4.8K

Event2026-03-31

Filed2026-04-16

MCK

MCKESSON CORP

37.40%

Shares507

Event2026-03-31

Filed2026-04-16

GENERAL DYNAMICS CORP

44.87%

Shares1.3K

Event2026-03-31

Filed2026-04-16

CSHI

NEOS ETF TRUST

New

Shares8.5K

Event2026-03-31

Filed2026-04-16

LNG

CHENIERE ENERGY INC

New

Shares1.5K

Event2026-03-31

Filed2026-04-16

VCIT

VANGUARD SCOTTSDALE FDS

-23.17%

Shares5.1K

Event2026-03-31

Filed2026-04-16

VNQ

VANGUARD INDEX FDS

4.51%

Shares4.6K

Event2026-03-31

Filed2026-04-16

EJAN

INNOVATOR ETFS TRUST

New

Shares12.1K

Event2026-03-31

Filed2026-04-16

SRE

SEMPRA

1.18%

Shares4.2K

Event2026-03-31

Filed2026-04-16

XBJA

INNOVATOR ETFS TRUST

New

Shares13.0K

Event2026-03-31

Filed2026-04-16

UVE

UNIVERSAL INS HLDGS INC

13.25%

Shares11.8K

Event2026-03-31

Filed2026-04-16

TGTX

TG THERAPEUTICS INC

3.35%

Shares12.0K

Event2026-03-31

Filed2026-04-16

HCA

HCA HEALTHCARE INC

44.39%

Shares836

Event2026-03-31

Filed2026-04-16

MINT

PIMCO ETF TR

-27.17%

Shares3.9K

Event2026-03-31

Filed2026-04-16

XLP

SELECT SECTOR SPDR TR

-37.75%

Shares4.8K

Event2026-03-31

Filed2026-04-16

CF INDUSTRIES HOLD

2.63%

Shares3.0K

Event2026-03-31

Filed2026-04-16

ROST

ROSS STORES INC

3.03%

Shares1.8K

Event2026-03-31

Filed2026-04-16

XLU

SELECT SECTOR SPDR TR

-18.11%

Shares8.3K

Event2026-03-31

Filed2026-04-16

ADBE

ADOBE INC

66.26%

Shares1.5K

Event2026-03-31

Filed2026-04-16

APH

AMPHENOL CORP

2.22%

Shares2.9K

Event2026-03-31

Filed2026-04-16

PSTP

INNOVATOR ETFS TRUST

0.00%

Shares10.5K

Event2026-03-31

Filed2026-04-16

SUSC

ISHARES TR

0.26%

Shares15.6K

Event2026-03-31

Filed2026-04-16

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares1.0K

Event2026-03-31

Filed2026-04-16

VCSH

VANGUARD SCOTTSDALE FDS

New

Shares4.4K

Event2026-03-31

Filed2026-04-16

AEM

AGNICO EAGLE MINES LTD

1.74%

Shares1.7K

Event2026-03-31

Filed2026-04-16

INNOVATOR ETFS TRUST

New

Shares6.8K

Event2026-03-31

Filed2026-04-16

OKE

ONEOK INC NEW

0.77%

Shares3.8K

Event2026-03-31

Filed2026-04-16

WMB

WILLIAMS COS INC

-4.55%

Shares4.7K

Event2026-03-31

Filed2026-04-16

THE CIGNA GROUP

56.44%

Shares1.3K

Event2026-03-31

Filed2026-04-16

VTI

VANGUARD INDEX FDS

0.68%

Shares1.0K

Event2026-03-31

Filed2026-04-16

PARKER-HANNIFIN CORP

1.91%

Shares373

Event2026-03-31

Filed2026-04-16

ITOT

ISHARES TR

8.66%

Shares2.3K

Event2026-03-31

Filed2026-04-16

NOC

NORTHROP GRUMMAN CORP

-6.58%

Shares483

Event2026-03-31

Filed2026-04-16

NEOS ETF TRUST

New

Shares6.7K

Event2026-03-31

Filed2026-04-16

INVESCO EXCHANGE TRADED FD T

-0.41%

Shares1.7K

Event2026-03-31

Filed2026-04-16

IGRO

ISHARES TR

8.51%

Shares3.8K

Event2026-03-31

Filed2026-04-16

VTV

VANGUARD INDEX FDS

51.08%

Shares1.6K

Event2026-03-31

Filed2026-04-16

UJAN

INNOVATOR ETFS TRUST

New

Shares7.4K

Event2026-03-31

Filed2026-04-16

ASTRAZENECA PLC

New

Shares1.6K

Event2026-03-31

Filed2026-04-16

GE AEROSPACE

1.48%

Shares1.1K

Event2026-03-31

Filed2026-04-16

IBHI

ISHARES TR

0.00%

Shares13.3K

Event2026-03-31

Filed2026-04-16

SHY

ISHARES TR

-2.07%

Shares3.7K

Event2026-03-31

Filed2026-04-16

EFA

ISHARES TR

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-16

TFLR

T ROWE PRICE ETF INC

-40.00%

Shares5.8K

Event2026-03-31

Filed2026-04-16

MAR

MARRIOTT INTL INC NEW

-12.02%

Shares893

Event2026-03-31

Filed2026-04-16

VGT

VANGUARD WORLD FD

New

Shares412

Event2026-03-31

Filed2026-04-16

CEF

SPROTT ASSET MANAGEMENT LP

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-16

AMAT

APPLIED MATLS INC

-96.87%

Shares811

Event2026-03-31

Filed2026-04-16

PFE

PFIZER INC

-2.06%

Shares9.9K

Event2026-03-31

Filed2026-04-16

UMAR

INNOVATOR ETFS TRUST

9.91%

Shares6.8K

Event2026-03-31

Filed2026-04-16

INNOVATOR ETFS TRUST

New

Shares14.4K

Event2026-03-31

Filed2026-04-16

CRWD

CROWDSTRIKE HLDGS INC

34.52%

Shares678

Event2026-03-31

Filed2026-04-16

BLACKSTONE INC

-9.70%

Shares2.3K

Event2026-03-31

Filed2026-04-16

BLACKROCK INC

4.98%

Shares274

Event2026-03-31

Filed2026-04-16

INTC

INTEL CORP

4.23%

Shares5.9K

Event2026-03-31

Filed2026-04-16

XEL

XCEL ENERGY INC

0.52%

Shares3.3K

Event2026-03-31

Filed2026-04-16

XLB

SELECT SECTOR SPDR TR

New

Shares5.2K

Event2026-03-31

Filed2026-04-16

JLL

JONES LANG LASALLE INC

New

Shares846

Event2026-03-31

Filed2026-04-16

INNOVATOR ETFS TRUST

New

Shares13.6K

Event2026-03-31

Filed2026-04-16

AEP

AMERICAN ELEC PWR CO INC

-1.19%

Shares1.9K

Event2026-03-31

Filed2026-04-16

ARISTA NETWORKS INC

-38.14%

Shares2.0K

Event2026-03-31

Filed2026-04-16

TBIL

RBB FD INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-16

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares9.9K

Event2026-03-31

Filed2026-04-16

ISHARES GOLD TR

New

Shares2.8K

Event2026-03-31

Filed2026-04-16

DEO

DIAGEO PLC

-8.30%

Shares3.3K

Event2026-03-31

Filed2026-04-16

INOV

INNOVATOR ETFS TRUST

12.07%

Shares7.0K

Event2026-03-31

Filed2026-04-16

PYPL

PAYPAL HLDGS INC

23.05%

Shares5.3K

Event2026-03-31

Filed2026-04-16

HYGV

FLEXSHARES TR

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-16

HYD

VANECK ETF TRUST

-3.31%

Shares4.8K

Event2026-03-31

Filed2026-04-16

HALO

HALOZYME THERAPEUTICS INC

-46.15%

Shares3.7K

Event2026-03-31

Filed2026-04-16

BRLN

BLACKROCK ETF TRUST II

New

Shares4.6K

Event2026-03-31

Filed2026-04-16

NULV

NUSHARES ETF TR

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-16

NULG

NUSHARES ETF TR

0.40%

Shares2.5K

Event2026-03-31

Filed2026-04-16

VWOB

VANGUARD WHITEHALL FDS

New

Shares3.5K

Event2026-03-31

Filed2026-04-16

LMBS

FIRST TR EXCHANGE-TRADED FD

New

Shares4.5K

Event2026-03-31

Filed2026-04-16

IDEC

INNOVATOR ETFS TRUST

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-16

DDTL

INNOVATOR ETFS TRUST

0.00%

Shares10.4K

Event2026-03-31

Filed2026-04-16

SPGI

S&P GLOBAL INC

-12.43%

Shares500

Event2026-03-31

Filed2026-04-16

NFJ

VIRTUS DIVIDEND INTEREST & P

-0.27%

Shares16.9K

Event2026-03-31

Filed2026-04-16

BANK NEW YORK MELLON CORP

-23.16%

Shares1.8K

Event2026-03-31

Filed2026-04-16

KMI

KINDER MORGAN INC DEL

New

Shares6.2K

Event2026-03-31

Filed2026-04-16

RSPH

INVESCO EXCHANGE TRADED FD T

0.00%

Shares6.9K

Event2026-03-31

Filed2026-04-16

ASML

ASML HLDG NV

New

Shares157

Event2026-03-31

Filed2026-04-16

BSV

VANGUARD BD INDEX FDS

New

Shares2.6K

Event2026-03-31

Filed2026-04-16

USB

US BANCORP

4.16%

Shares4.0K

Event2026-03-31

Filed2026-04-16

DXJ

WISDOMTREE TR

New

Shares1.3K

Event2026-03-31

Filed2026-04-16

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares333

Event2026-03-31

Filed2026-04-16

VOOG

VANGUARD ADMIRAL FDS INC

0.00%

Shares502

Event2026-03-31

Filed2026-04-16

VONG

VANGUARD SCOTTSDALE FDS

-7.67%

Shares1.9K

Event2026-03-31

Filed2026-04-16

VONV

VANGUARD SCOTTSDALE FDS

-5.64%

Shares2.2K

Event2026-03-31

Filed2026-04-16

MUNI

PIMCO ETF TR

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-16

EIX

EDISON INTL

New

Shares2.7K

Event2026-03-31

Filed2026-04-16

AOD

ABRDN TOTAL DYNAMIC DIVIDEND

-7.57%

Shares21.8K

Event2026-03-31

Filed2026-04-16

BROOKFIELD CORP

-7.20%

Shares4.9K

Event2026-03-31

Filed2026-04-16

MMU

WESTERN ASSET MANAGED MUNS F

6.61%

Shares12.7K

Event2026-03-31

Filed2026-04-16

ACP

ABRDN INCOME CREDIT STRATEGI

0.00%

Shares24.1K

Event2026-03-31

Filed2026-04-16

EMD

WESTERN ASSET EMERGING MKTS

-10.66%

Shares12.4K

Event2026-03-31

Filed2026-04-16

NRK

NUVEEN NY AMT FREE

New

Shares11.7K

Event2026-03-31

Filed2026-04-16

MHD

BLACKROCK MUNIHOLDINGS FD IN

New

Shares10.6K

Event2026-03-31

Filed2026-04-16

WESTERN UN CO

New

Shares12.8K

Event2026-03-31

Filed2026-04-16

BLACKROCK TECH AND PRIVATE E

New

Shares14.1K

Event2026-03-31

Filed2026-04-16

KREF

KKR REAL ESTATE FIN TR INC

New

Shares11.0K

Event2026-03-31

Filed2026-04-16

IGR

CBRE GBL REAL ESTATE INC FD

-17.57%

Shares13.8K

Event2026-03-31

Filed2026-04-16

RPD

RAPID7 INC

New

Shares10.5K

Event2026-03-31

Filed2026-04-16

JQC

NUVEEN CR STRATEGIES INCOME

-21.02%

Shares10.8K

Event2026-03-31

Filed2026-04-16

HIO

WESTERN ASSET HIGH INCOME OP

19.83%

Shares13.8K

Event2026-03-31

Filed2026-04-16

Call Option Holdings

WMB Call CallWILLIAMS COS INC1.5K shares0.00%2026-03-312026-04-16

AMZN Call CallAMAZON COM INC200 sharesnew addition2026-03-312026-04-16

WMB Call

WILLIAMS COS INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-16

AMZN Call

AMAZON COM INC

New

Shares200

Event2026-03-31

Filed2026-04-16

Put Option Holdings

No put option holdings data available