The Analysis of Opal Wealth Advisors, LLC's Holdings & P&L


Currently, Opal Wealth Advisors, LLC holds 606 types of securities in its portfolio with a total value $442.4M. In the most recent quarter, they have increased their positions in GQGU (+1.5M shares, valued at $40.2M), LRGE (+59.9K shares, valued at $4.5M), PVAL (+29.1K shares, valued at $1.4M); decreased their positions in IVV (-6.8K shares, valued at $4.4M), NYF (-33.4K shares, valued at $1.8M), JMUB (-32.2K shares, valued at $1.6M); initiated new positions in NOW (+6.8K shares, valued at $713.0K), N/A (+2.2K shares, valued at $433.5K), OXY (+5.9K shares, valued at $386.6K).


1M P&L
+10.6M+2.38%
3M P&L
+11.1M+2.49%
HY P&L
+28.1M+6.53%

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/A329.1M
76.8%
2Consumer Electronics11.1M
2.6%
3Asset Management10.3M
2.4%

Top Industries by Stock Count

1N/A196 stocks
35.1%
2Software - Application18 stocks
3.2%
3Semiconductors13 stocks
2.3%
Stock Holdings
PVAL
PUTNAM ETF TRUST
1.89%
Shares1.6M
Event2026-03-31
Filed2026-04-14
LRGE
LEGG MASON ETF INVT
9.94%
Shares662.9K
Event2026-03-31
Filed2026-04-14
VBR
VANGUARD INDEX FDS
2.76%
Shares198.1K
Event2026-03-31
Filed2026-04-14
GQGU
ADVISORS INNER CIRCLE FD III
4341.30%
Shares1.5M
Event2026-03-31
Filed2026-04-14
ISTB
ISHARES TR
2.97%
Shares416.1K
Event2026-03-31
Filed2026-04-14
JMST
J P MORGAN EXCHANGE TRADED F
4.58%
Shares218.0K
Event2026-03-31
Filed2026-04-14
AAPL
APPLE INC
0.57%
Shares43.5K
Event2026-03-31
Filed2026-04-14
XLI
SELECT SECTOR SPDR TR
1.28%
Shares61.8K
Event2026-03-31
Filed2026-04-14
NCDL
NUVEEN CHURCHILL DIRECT LEND
13.27%
Shares625.2K
Event2026-03-31
Filed2026-04-14
CWI
SPDR INDEX SHS FDS
3.75%
Shares148.1K
Event2026-03-31
Filed2026-04-14
FBND
FIDELITY MERRIMACK STR TR
6.85%
Shares104.2K
Event2026-03-31
Filed2026-04-14
SPYG
SPDR SERIES TRUST
5.99%
Shares44.5K
Event2026-03-31
Filed2026-04-14
MOAT
VANECK ETF TRUST
5.50%
Shares42.5K
Event2026-03-31
Filed2026-04-14
NVDA
NVIDIA CORPORATION
0.78%
Shares22.3K
Event2026-03-31
Filed2026-04-14
SPY
STATE STR SPDR S&P 500 ETF T
-6.58%
Shares5.4K
Event2026-03-31
Filed2026-04-14
MSFT
MICROSOFT CORP
-5.30%
Shares8.9K
Event2026-03-31
Filed2026-04-14
SPYV
SPDR SERIES TRUST
6.59%
Shares58.1K
Event2026-03-31
Filed2026-04-14
AMZN
AMAZON COM INC
1.52%
Shares15.1K
Event2026-03-31
Filed2026-04-14
SPSM
SPDR SERIES TRUST
4.98%
Shares64.2K
Event2026-03-31
Filed2026-04-14
JMUB
J P MORGAN EXCHANGE TRADED F
-34.76%
Shares60.4K
Event2026-03-31
Filed2026-04-14
MUNI
PIMCO ETF TR
-3.71%
Shares47.6K
Event2026-03-31
Filed2026-04-14
ICE
INTERCONTINENTAL EXCHANGE IN
0.04%
Shares15.8K
Event2026-03-31
Filed2026-04-14
JPIE
J P MORGAN EXCHANGE TRADED F
5.26%
Shares53.8K
Event2026-03-31
Filed2026-04-14
ALPHABET INC
ALPHABET INC
-3.70%
Shares8.3K
Event2026-03-31
Filed2026-04-14
GVI
ISHARES TR
6.87%
Shares20.8K
Event2026-03-31
Filed2026-04-14
EVSD
MORGAN STANLEY ETF TRUST
100.33%
Shares38.8K
Event2026-03-31
Filed2026-04-14
TSLA
TESLA INC
-2.11%
Shares5.1K
Event2026-03-31
Filed2026-04-14
SCHM
SCHWAB STRATEGIC TR
1.44%
Shares60.3K
Event2026-03-31
Filed2026-04-14
META
META PLATFORMS INC
3.18%
Shares2.4K
Event2026-03-31
Filed2026-04-14
SHM
SPDR SERIES TRUST
-0.25%
Shares29.1K
Event2026-03-31
Filed2026-04-14
CSCO
CISCO SYS INC
3.28%
Shares17.8K
Event2026-03-31
Filed2026-04-14
XOM
EXXON MOBIL CORP
-18.68%
Shares7.9K
Event2026-03-31
Filed2026-04-14
V
VISA INC
3.20%
Shares4.4K
Event2026-03-31
Filed2026-04-14
CAT
CATERPILLAR INC
-1.02%
Shares1.7K
Event2026-03-31
Filed2026-04-14
PSBD
PALMER SQUARE CAPITAL BDC IN
60.88%
Shares122.8K
Event2026-03-31
Filed2026-04-14
VTI
VANGUARD INDEX FDS
-20.19%
Shares3.4K
Event2026-03-31
Filed2026-04-14
FLTR
VANECK ETF TRUST
-7.30%
Shares43.3K
Event2026-03-31
Filed2026-04-14
PM
PHILIP MORRIS INTL INC
-4.95%
Shares6.6K
Event2026-03-31
Filed2026-04-14
SUSB
ISHARES TR
6.72%
Shares42.4K
Event2026-03-31
Filed2026-04-14
DGRO
ISHARES TR
1.13%
Shares14.8K
Event2026-03-31
Filed2026-04-14
UNH
UNITEDHEALTH GROUP INC
2.84%
Shares3.8K
Event2026-03-31
Filed2026-04-14
VTEB
VANGUARD MUN BD FDS
-58.03%
Shares20.4K
Event2026-03-31
Filed2026-04-14
BROADCOM INC
BROADCOM INC
5.01%
Shares3.2K
Event2026-03-31
Filed2026-04-14
ABBV
ABBVIE INC
-1.83%
Shares4.6K
Event2026-03-31
Filed2026-04-14
EVTR
MORGAN STANLEY ETF TRUST
0.00%
Shares19.3K
Event2026-03-31
Filed2026-04-14
JPM
JPMORGAN CHASE & CO
-1.75%
Shares3.3K
Event2026-03-31
Filed2026-04-14
IBM
INTERNATIONAL BUSINESS MACHS
-1.43%
Shares4.0K
Event2026-03-31
Filed2026-04-14
NFJ
VIRTUS DIVIDEND INTEREST & P
-0.52%
Shares74.1K
Event2026-03-31
Filed2026-04-14
AVUV
AMERICAN CENTY ETF TR
-22.28%
Shares8.4K
Event2026-03-31
Filed2026-04-14
VZ
VERIZON COMMUNICATIONS INC
23.04%
Shares18.1K
Event2026-03-31
Filed2026-04-14
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-0.15%
Shares2.6K
Event2026-03-31
Filed2026-04-14
VSGX
VANGUARD WORLD FD
-5.01%
Shares12.0K
Event2026-03-31
Filed2026-04-14
KO
COCA COLA CO
5.18%
Shares11.1K
Event2026-03-31
Filed2026-04-14
IVV
ISHARES TR
-84.15%
Shares1.3K
Event2026-03-31
Filed2026-04-14
INVESCO QQQ TR
INVESCO QQQ TR
1.27%
Shares1.4K
Event2026-03-31
Filed2026-04-14
JNJ
JOHNSON & JOHNSON
1.28%
Shares3.4K
Event2026-03-31
Filed2026-04-14
FDX
FEDEX CORP
-2.77%
Shares2.3K
Event2026-03-31
Filed2026-04-14
ALL
ALLSTATE CORP
86.72%
Shares3.9K
Event2026-03-31
Filed2026-04-14
IVW
ISHARES TR
-12.25%
Shares6.9K
Event2026-03-31
Filed2026-04-14
RIV
RIVERNORTH OPPORTUNITIES FD
-1.81%
Shares68.6K
Event2026-03-31
Filed2026-04-14
INTC
INTEL CORP
0.48%
Shares17.2K
Event2026-03-31
Filed2026-04-14
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-11.01%
Shares1.6K
Event2026-03-31
Filed2026-04-14
HD
HOME DEPOT INC
1.41%
Shares2.3K
Event2026-03-31
Filed2026-04-14
JAAA
JANUS DETROIT STR TR
-5.52%
Shares14.9K
Event2026-03-31
Filed2026-04-14
AXP
AMERICAN EXPRESS CO
0.29%
Shares2.4K
Event2026-03-31
Filed2026-04-14
XHB
SPDR SERIES TRUST
-0.72%
Shares7.5K
Event2026-03-31
Filed2026-04-14
LLY
ELI LILLY & CO
0.65%
Shares779
Event2026-03-31
Filed2026-04-14
ESML
ISHARES TR
-4.20%
Shares15.2K
Event2026-03-31
Filed2026-04-14
NOW
SERVICENOW INC
New
Shares6.8K
Event2026-03-31
Filed2026-04-14
NVS
NOVARTIS AG
12.69%
Shares4.6K
Event2026-03-31
Filed2026-04-14
NEE
NEXTERA ENERGY INC
-5.81%
Shares7.5K
Event2026-03-31
Filed2026-04-14
MCK
MCKESSON CORP
-5.78%
Shares799
Event2026-03-31
Filed2026-04-14
IVE
ISHARES TR
-43.24%
Shares3.2K
Event2026-03-31
Filed2026-04-14
T
AT&T INC
23.27%
Shares23.5K
Event2026-03-31
Filed2026-04-14
IWD
ISHARES TR
-29.70%
Shares3.1K
Event2026-03-31
Filed2026-04-14
LOW
LOWES COS INC
-0.28%
Shares2.8K
Event2026-03-31
Filed2026-04-14
NFLX
NETFLIX INC.
25.47%
Shares6.9K
Event2026-03-31
Filed2026-04-14
BAC
BANK AMERICA CORP
-0.33%
Shares13.4K
Event2026-03-31
Filed2026-04-14
ALPHABET INC
ALPHABET INC
-8.35%
Shares2.2K
Event2026-03-31
Filed2026-04-14
SPGI
S&P GLOBAL INC
-3.95%
Shares1.5K
Event2026-03-31
Filed2026-04-14
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-10.96%
Shares3.3K
Event2026-03-31
Filed2026-04-14
RTX
RTX CORPORATION
2.89%
Shares3.3K
Event2026-03-31
Filed2026-04-14
GCOW
PACER FDS TR
-1.73%
Shares13.5K
Event2026-03-31
Filed2026-04-14
CVX
CHEVRON CORPORATION
12.23%
Shares2.9K
Event2026-03-31
Filed2026-04-14
SYK
STRYKER CORPORATION
-0.06%
Shares1.8K
Event2026-03-31
Filed2026-04-14
DIS
DISNEY WALT CO
-3.24%
Shares6.2K
Event2026-03-31
Filed2026-04-14
JGRO
J P MORGAN EXCHANGE TRADED F
52.60%
Shares6.9K
Event2026-03-31
Filed2026-04-14
CITIGROUP INC
CITIGROUP INC
-2.45%
Shares5.1K
Event2026-03-31
Filed2026-04-14
COWZ
PACER FDS TR
0.44%
Shares8.7K
Event2026-03-31
Filed2026-04-14
TBIL
RBB FD INC
4.17%
Shares10.7K
Event2026-03-31
Filed2026-04-14
COST
COSTCO WHOLESALE CORPORATION
0.57%
Shares531
Event2026-03-31
Filed2026-04-14
HON
HONEYWELL INTL INC
2.53%
Shares2.3K
Event2026-03-31
Filed2026-04-14
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
-12.93%
Shares1.3K
Event2026-03-31
Filed2026-04-14
TMO
THERMO FISHER SCIENTIFIC INC
-5.48%
Shares1.0K
Event2026-03-31
Filed2026-04-14
ASML
ASML HLDG NV
-5.50%
Shares378
Event2026-03-31
Filed2026-04-14
AMGN
AMGEN INC
0.22%
Shares1.4K
Event2026-03-31
Filed2026-04-14
VANGUARD INDEX FDS
VANGUARD INDEX FDS
42.71%
Shares822
Event2026-03-31
Filed2026-04-14
ORCL
ORACLE CORP
3.52%
Shares3.3K
Event2026-03-31
Filed2026-04-14
DIVO
AMPLIFY ETF TR
5.45%
Shares10.7K
Event2026-03-31
Filed2026-04-14
MEGI
NYLI CBRE GBL INFR MEGTRNDS
0.00%
Shares32.5K
Event2026-03-31
Filed2026-04-14
UNP
UNION PAC CORP
-6.41%
Shares2.0K
Event2026-03-31
Filed2026-04-14
MO
ALTRIA GROUP INC
-1.37%
Shares6.8K
Event2026-03-31
Filed2026-04-14
ALPS ETF TR
ALPS ETF TR
2.50%
Shares8.6K
Event2026-03-31
Filed2026-04-14
CGXU
CAPITAL GROUP INTL FOCUS EQT
8.94%
Shares15.2K
Event2026-03-31
Filed2026-04-14
VYMI
VANGUARD WHITEHALL FDS
4.21%
Shares4.7K
Event2026-03-31
Filed2026-04-14
PGR
PROGRESSIVE CORP
15.04%
Shares2.2K
Event2026-03-31
Filed2026-04-14
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares2.2K
Event2026-03-31
Filed2026-04-14
FFA
FIRST TR ENHANCED EQUITY
-3.03%
Shares21.1K
Event2026-03-31
Filed2026-04-14
QCOM
QUALCOMM INC
-1.13%
Shares3.3K
Event2026-03-31
Filed2026-04-14
WMT
WALMART INC
-43.73%
Shares3.4K
Event2026-03-31
Filed2026-04-14
DSM
BNY MELLON STRATEGIC MUN BD
-14.25%
Shares69.5K
Event2026-03-31
Filed2026-04-14
NSC
NORFOLK SOUTHN CORP
-3.32%
Shares1.5K
Event2026-03-31
Filed2026-04-14
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
-7.34%
Shares3.2K
Event2026-03-31
Filed2026-04-14
SCHW
SCHWAB CHARLES CORP
-2.88%
Shares4.4K
Event2026-03-31
Filed2026-04-14
VB
VANGUARD INDEX FDS
24.64%
Shares1.6K
Event2026-03-31
Filed2026-04-14
NOC
NORTHROP GRUMMAN CORP
-10.68%
Shares594
Event2026-03-31
Filed2026-04-14
ITW
ILLINOIS TOOL WKS INC
-0.13%
Shares1.6K
Event2026-03-31
Filed2026-04-14
FCX
FREEPORT MCMORAN INC
-5.36%
Shares6.9K
Event2026-03-31
Filed2026-04-14
BLACKROCK INC
BLACKROCK INC
2.72%
Shares416
Event2026-03-31
Filed2026-04-14
PLD
PROLOGIS INC.
-2.00%
Shares3.0K
Event2026-03-31
Filed2026-04-14
VLO
VALERO ENERGY CORP
-17.71%
Shares1.6K
Event2026-03-31
Filed2026-04-14
OXY
OCCIDENTAL PETE CORP
New
Shares5.9K
Event2026-03-31
Filed2026-04-14
THE CIGNA GROUP
THE CIGNA GROUP
32.03%
Shares1.4K
Event2026-03-31
Filed2026-04-14
GDX
VANECK ETF TRUST
0.00%
Shares3.9K
Event2026-03-31
Filed2026-04-14
MERCK & CO INC
MERCK & CO INC
1.08%
Shares3.0K
Event2026-03-31
Filed2026-04-14
UTES
ETFIS SER TR I
19.89%
Shares4.5K
Event2026-03-31
Filed2026-04-14
HLT
HILTON WORLDWIDE HLDGS INC
-7.80%
Shares1.2K
Event2026-03-31
Filed2026-04-14
LINDE PLC
LINDE PLC
0.99%
Shares714
Event2026-03-31
Filed2026-04-14
COP
CONOCOPHILLIPS
18.04%
Shares2.6K
Event2026-03-31
Filed2026-04-14
AEP
AMERICAN ELEC PWR CO INC
-15.10%
Shares2.6K
Event2026-03-31
Filed2026-04-14
EATON CORP PLC
EATON CORP PLC
14.18%
Shares966
Event2026-03-31
Filed2026-04-14
GM
GENERAL MTRS CO
-7.51%
Shares4.6K
Event2026-03-31
Filed2026-04-14
IWF
ISHARES TR
-72.10%
Shares804
Event2026-03-31
Filed2026-04-14
HTAB
HARTFORD FDS EXCHANGE TRADED
1.99%
Shares17.9K
Event2026-03-31
Filed2026-04-14
CAH
CARDINAL HEALTH INC
1.82%
Shares1.6K
Event2026-03-31
Filed2026-04-14
IJR
ISHARES TR
-4.13%
Shares2.6K
Event2026-03-31
Filed2026-04-14
NYF
ISHARES TR
-84.46%
Shares6.2K
Event2026-03-31
Filed2026-04-14
GE AEROSPACE
GE AEROSPACE
-2.13%
Shares1.2K
Event2026-03-31
Filed2026-04-14
UBER
UBER TECHNOLOGIES INC
8.16%
Shares4.5K
Event2026-03-31
Filed2026-04-14
USO
UNITED STS OIL FD LP
New
Shares2.5K
Event2026-03-31
Filed2026-04-14
VANECK FDS
VANECK FDS
-10.20%
Shares6.4K
Event2026-03-31
Filed2026-04-14
CALF
PACER FDS TR
-7.93%
Shares7.1K
Event2026-03-31
Filed2026-04-14
JCI
JOHNSON CONTROLS INTERNATION
-3.28%
Shares2.4K
Event2026-03-31
Filed2026-04-14
COF
CAPITAL ONE FINL CORP
-10.16%
Shares1.7K
Event2026-03-31
Filed2026-04-14
XLK
SELECT SECTOR SPDR TR
-0.76%
Shares2.4K
Event2026-03-31
Filed2026-04-14
IUSB
ISHARES TR
-55.20%
Shares6.7K
Event2026-03-31
Filed2026-04-14
VTV
VANGUARD INDEX FDS
24.35%
Shares1.6K
Event2026-03-31
Filed2026-04-14
JCPB
J P MORGAN EXCHANGE TRADED F
-51.86%
Shares6.5K
Event2026-03-31
Filed2026-04-14
FVD
FIRST TR EXCHANGE-TRADED FD
-7.24%
Shares6.4K
Event2026-03-31
Filed2026-04-14
URI
UNITED RENTALS INC
-8.95%
Shares407
Event2026-03-31
Filed2026-04-14
CTVA
CORTEVA INC
0.97%
Shares3.5K
Event2026-03-31
Filed2026-04-14
GS
GOLDMAN SACHS GROUP INC
-4.14%
Shares347
Event2026-03-31
Filed2026-04-14
CME
CME GROUP INC
-8.39%
Shares983
Event2026-03-31
Filed2026-04-14
LUV
SOUTHWEST AIRLS CO
-13.08%
Shares7.7K
Event2026-03-31
Filed2026-04-14
GLD
SPDR GOLD TR
-0.90%
Shares662
Event2026-03-31
Filed2026-04-14
LHX
L3HARRIS TECHNOLOGIES INC
-1.20%
Shares821
Event2026-03-31
Filed2026-04-14
PFE
PFIZER INC
10.99%
Shares10.0K
Event2026-03-31
Filed2026-04-14
PANW
PALO ALTO NETWORKS INC
7.30%
Shares1.7K
Event2026-03-31
Filed2026-04-14
CGMS
CAPITAL GRP FIXED INCM ETF T
0.53%
Shares10.1K
Event2026-03-31
Filed2026-04-14
REGN
REGENERON PHARMACEUTICALS
3.21%
Shares354
Event2026-03-31
Filed2026-04-14
ISRG
INTUITIVE SURGICAL INC
-1.66%
Shares591
Event2026-03-31
Filed2026-04-14
VO
VANGUARD INDEX FDS
23.97%
Shares936
Event2026-03-31
Filed2026-04-14
IREN
IREN LIMITED
New
Shares7.8K
Event2026-03-31
Filed2026-04-14
AB
ALLIANCEBERNSTEIN HLDG L P
0.00%
Shares7.1K
Event2026-03-31
Filed2026-04-14
PEP
PEPSICO INC
New
Shares1.7K
Event2026-03-31
Filed2026-04-14
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
21.96%
Shares2.4K
Event2026-03-31
Filed2026-04-14
VRTX
VERTEX PHARMACEUTICALS INC
5.17%
Shares590
Event2026-03-31
Filed2026-04-14
ABT
ABBOTT LABORATORIES
-4.55%
Shares2.5K
Event2026-03-31
Filed2026-04-14
IEMG
ISHARES INC
-15.59%
Shares3.6K
Event2026-03-31
Filed2026-04-14
WCMI
FIRST TR EXCHANGE-TRADED FD
New
Shares15.1K
Event2026-03-31
Filed2026-04-14
IEFA
ISHARES TR
-30.22%
Shares2.8K
Event2026-03-31
Filed2026-04-14
ITOT
ISHARES TR
New
Shares1.8K
Event2026-03-31
Filed2026-04-14
BA
BOEING CO
-13.46%
Shares1.3K
Event2026-03-31
Filed2026-04-14
BKLN
INVESCO EXCH TRADED FD TR II
-0.33%
Shares12.2K
Event2026-03-31
Filed2026-04-14
IWO
ISHARES TR
-35.95%
Shares793
Event2026-03-31
Filed2026-04-14
PPL
PPL CORP
-34.97%
Shares6.5K
Event2026-03-31
Filed2026-04-14
PHM
PULTE GROUP INC
-2.54%
Shares2.1K
Event2026-03-31
Filed2026-04-14
KR
KROGER CO
New
Shares3.4K
Event2026-03-31
Filed2026-04-14
DVN
DEVON ENERGY CORP NEW
New
Shares4.9K
Event2026-03-31
Filed2026-04-14
NRK
NUVEEN NY AMT FREE
0.00%
Shares23.8K
Event2026-03-31
Filed2026-04-14
AB ACTIVE ETFS INC
AB ACTIVE ETFS INC
New
Shares9.6K
Event2026-03-31
Filed2026-04-14
ENB
ENBRIDGE INC
-10.88%
Shares4.4K
Event2026-03-31
Filed2026-04-14
ICOW
PACER FDS TR
0.32%
Shares5.6K
Event2026-03-31
Filed2026-04-14
BFLY
BUTTERFLY NETWORK INC
58.18%
Shares58.0K
Event2026-03-31
Filed2026-04-14
TXN
TEXAS INSTRS INC
New
Shares1.2K
Event2026-03-31
Filed2026-04-14
INTU
INTUIT
3.28%
Shares536
Event2026-03-31
Filed2026-04-14
DOV
DOVER CORP
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-14
GEV
GE VERNOVA INC
-21.19%
Shares264
Event2026-03-31
Filed2026-04-14
GWW
WW GRAINGER INC
2.94%
Shares210
Event2026-03-31
Filed2026-04-14
SNY
SANOFI SA
4.24%
Shares4.6K
Event2026-03-31
Filed2026-04-14
CL
COLGATE PALMOLIVE CO
New
Shares2.6K
Event2026-03-31
Filed2026-04-14
EXC
EXELON CORP
New
Shares4.5K
Event2026-03-31
Filed2026-04-14
AWK
AMERICAN WTR WKS CO INC NEW
-14.00%
Shares1.6K
Event2026-03-31
Filed2026-04-14
CIBR
FIRST TR EXCHANGE-TRADED FD
17.79%
Shares3.5K
Event2026-03-31
Filed2026-04-14
MMC
MARSH & MCLENNAN COS INC
0.41%
Shares1.2K
Event2026-03-31
Filed2026-04-14
SPGP
INVESCO EXCHANGE TRADED FD T
-19.98%
Shares2.0K
Event2026-03-31
Filed2026-04-14
AIG
AMERICAN INTL GROUP INC
-65.62%
Shares2.8K
Event2026-03-31
Filed2026-04-14
QUAL
ISHARES TR
New
Shares1.1K
Event2026-03-31
Filed2026-04-14
ABNB
AIRBNB INC
-3.49%
Shares1.7K
Event2026-03-31
Filed2026-04-14
DSTL
ETF SER SOLUTIONS
1.85%
Shares3.6K
Event2026-03-31
Filed2026-04-14
CARR
CARRIER GLOBAL CORPORATION
New
Shares3.7K
Event2026-03-31
Filed2026-04-14
EFG
ISHARES TR
-44.04%
Shares1.8K
Event2026-03-31
Filed2026-04-14
VYM
VANGUARD WHITEHALL FDS
-22.28%
Shares1.4K
Event2026-03-31
Filed2026-04-14
TMUS
T-MOBILE US INC
New
Shares972
Event2026-03-31
Filed2026-04-14
MUB
ISHARES TR
-29.70%
Shares1.9K
Event2026-03-31
Filed2026-04-14
IMCG
ISHARES TR
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-14
VEA
VANGUARD TAX-MANAGED FDS
New
Shares3.2K
Event2026-03-31
Filed2026-04-14
BP
BP PLC
New
Shares4.3K
Event2026-03-31
Filed2026-04-14
CGHM
CAPITAL GRP FIXED INCM ETF T
New
Shares7.8K
Event2026-03-31
Filed2026-04-14
LMT
LOCKHEED MARTIN CORP
New
Shares327
Event2026-03-31
Filed2026-04-14
IR
INGERSOLL RAND INC
New
Shares2.4K
Event2026-03-31
Filed2026-04-14
BIL
SPDR SERIES TRUST
New
Shares2.1K
Event2026-03-31
Filed2026-04-14
PYLD
PIMCO ETF TR
-43.70%
Shares7.3K
Event2026-03-31
Filed2026-04-14
MA
MASTERCARD INCORPORATED
New
Shares380
Event2026-03-31
Filed2026-04-14
BLACKSTONE INC
BLACKSTONE INC
New
Shares1.6K
Event2026-03-31
Filed2026-04-14
RIGS
ALPS ETF TR
New
Shares8.0K
Event2026-03-31
Filed2026-04-14
IBRX
IMMUNITYBIO INC
65.05%
Shares23.6K
Event2026-03-31
Filed2026-04-14
BXSL
BLACKSTONE SECD LENDING FD
New
Shares7.6K
Event2026-03-31
Filed2026-04-14
MKL
MARKEL GROUP INC
-9.62%
Shares94
Event2026-03-31
Filed2026-04-14
CINF
CINCINNATI FINL CORP
New
Shares1.1K
Event2026-03-31
Filed2026-04-14
DYNF
BLACKROCK ETF TRUST
-9.12%
Shares3.1K
Event2026-03-31
Filed2026-04-14
VOE
VANGUARD INDEX FDS
New
Shares966
Event2026-03-31
Filed2026-04-14
PG
PROCTER & GAMBLE CO
New
Shares1.2K
Event2026-03-31
Filed2026-04-14
GBTC
GRAYSCALE BITCOIN TRUST ETF
0.00%
Shares3.3K
Event2026-03-31
Filed2026-04-14
IBIT
ISHARES BITCOIN TRUST ETF
New
Shares4.5K
Event2026-03-31
Filed2026-04-14
ISCG
ISHARES TR
New
Shares3.1K
Event2026-03-31
Filed2026-04-14
BJ
BJS WHSL CLUB HLDGS INC
New
Shares1.7K
Event2026-03-31
Filed2026-04-14
WCLD
WISDOMTREE TR
New
Shares6.2K
Event2026-03-31
Filed2026-04-14
XEL
XCEL ENERGY INC
New
Shares2.1K
Event2026-03-31
Filed2026-04-14
EFV
ISHARES TR
New
Shares2.2K
Event2026-03-31
Filed2026-04-14
SHW
SHERWIN WILLIAMS CO
New
Shares497
Event2026-03-31
Filed2026-04-14
SE
SEA LTD
New
Shares1.9K
Event2026-03-31
Filed2026-04-14
ARISTA NETWORKS INC
ARISTA NETWORKS INC
New
Shares1.3K
Event2026-03-31
Filed2026-04-14
CNP
CENTERPOINT ENERGY INC
New
Shares3.6K
Event2026-03-31
Filed2026-04-14
MU
MICRON TECHNOLOGY INC
New
Shares461
Event2026-03-31
Filed2026-04-14
NRG
NRG ENERGY INC
New
Shares1.1K
Event2026-03-31
Filed2026-04-14
EWJ
ISHARES INC
New
Shares1.8K
Event2026-03-31
Filed2026-04-14
GILD
GILEAD SCIENCES INC
New
Shares1.1K
Event2026-03-31
Filed2026-04-14
NXP
NUVEEN SELECT TAX-FREE INCOM
New
Shares10.3K
Event2026-03-31
Filed2026-04-14
TJX
TJX COS INC NEW
New
Shares912
Event2026-03-31
Filed2026-04-14
BN
BROOKFIELD CORP
New
Shares3.6K
Event2026-03-31
Filed2026-04-14
ISHARES GOLD TR
ISHARES GOLD TR
New
Shares1.6K
Event2026-03-31
Filed2026-04-14
NAN
NUVEEN NY DIVI ADV
1.15%
Shares12.6K
Event2026-03-31
Filed2026-04-14
WELL
WELLTOWER INC
New
Shares704
Event2026-03-31
Filed2026-04-14
SPOT
SPOTIFY TECHNOLOGY S A
New
Shares280
Event2026-03-31
Filed2026-04-14
SNPS
SYNOPSYS INC
New
Shares333
Event2026-03-31
Filed2026-04-14
VNQ
VANGUARD INDEX FDS
New
Shares1.5K
Event2026-03-31
Filed2026-04-14
CMG
CHIPOTLE MEXICAN GRILL INC
New
Shares4.0K
Event2026-03-31
Filed2026-04-14
WDC
WESTERN DIGITAL CORP
New
Shares469
Event2026-03-31
Filed2026-04-14
QYLG
GLOBAL X FDS
New
Shares4.8K
Event2026-03-31
Filed2026-04-14
VST
VISTRA CORP
New
Shares832
Event2026-03-31
Filed2026-04-14
VUG
VANGUARD INDEX FDS
New
Shares286
Event2026-03-31
Filed2026-04-14
NVO
NOVO-NORDISK A S
New
Shares3.4K
Event2026-03-31
Filed2026-04-14
LAM RESEARCH CORP
LAM RESEARCH CORP
New
Shares583
Event2026-03-31
Filed2026-04-14
AON PLC
AON PLC
New
Shares384
Event2026-03-31
Filed2026-04-14
HSY
HERSHEY CO
New
Shares595
Event2026-03-31
Filed2026-04-14
BMY
BRISTOL-MYERS SQUIBB CO
New
Shares2.0K
Event2026-03-31
Filed2026-04-14
FNV
FRANCO NEV CORP
New
Shares487
Event2026-03-31
Filed2026-04-14
MEDTRONIC PLC
MEDTRONIC PLC
New
Shares1.4K
Event2026-03-31
Filed2026-04-14
CVS
CVS HEALTH CORP
New
Shares1.6K
Event2026-03-31
Filed2026-04-14
AMAT
APPLIED MATLS INC
New
Shares342
Event2026-03-31
Filed2026-04-14
VBK
VANGUARD INDEX FDS
New
Shares386
Event2026-03-31
Filed2026-04-14
NBB
NUVEEN TAXABLE MUNICPAL INM
New
Shares7.4K
Event2026-03-31
Filed2026-04-14
SHOP
SHOPIFY INC
-25.12%
Shares972
Event2026-03-31
Filed2026-04-14
FEGE
RBB FUND TRUST
New
Shares2.4K
Event2026-03-31
Filed2026-04-14
DHR
DANAHER CORP DEL
New
Shares605
Event2026-03-31
Filed2026-04-14
ES
EVERSOURCE ENERGY
New
Shares1.7K
Event2026-03-31
Filed2026-04-14
PLTR
PALANTIR TECHNOLOGIES INC
New
Shares781
Event2026-03-31
Filed2026-04-14
JEPI
J P MORGAN EXCHANGE TRADED F
New
Shares2.0K
Event2026-03-31
Filed2026-04-14
OTIS
OTIS WORLDWIDE CORP
New
Shares1.5K
Event2026-03-31
Filed2026-04-14
SUSA
ISHARES TR
New
Shares844
Event2026-03-31
Filed2026-04-14
DDOG
DATADOG INC
New
Shares922
Event2026-03-31
Filed2026-04-14
MNST
MONSTER BEVERAGE CORP NEW
New
Shares1.5K
Event2026-03-31
Filed2026-04-14
BSX
BOSTON SCIENTIFIC CORP
New
Shares1.7K
Event2026-03-31
Filed2026-04-14
APD
AIR PRODUCTS AND CHEMICALS I
New
Shares368
Event2026-03-31
Filed2026-04-14
AMR
ALPHA METALLURGICAL RESOUR I
New
Shares511
Event2026-03-31
Filed2026-04-14
ORI
OLD REP INTL CORP
New
Shares2.6K
Event2026-03-31
Filed2026-04-14
CANADIAN PACIFIC KANSAS CITY
CANADIAN PACIFIC KANSAS CITY
New
Shares1.3K
Event2026-03-31
Filed2026-04-14
SHEL
SHELL PLC
New
Shares1.1K
Event2026-03-31
Filed2026-04-14
ACWX
ISHARES TR
-71.20%
Shares1.5K
Event2026-03-31
Filed2026-04-14
QBTS
D-WAVE QUANTUM INC
New
Shares7.0K
Event2026-03-31
Filed2026-04-14
BBN
BLACKROCK TAX MUNICPAL BD TR
New
Shares6.2K
Event2026-03-31
Filed2026-04-14
TLH
ISHARES TR
New
Shares993
Event2026-03-31
Filed2026-04-14
OVV
OVINTIV INC
New
Shares1.7K
Event2026-03-31
Filed2026-04-14
UBS
UBS GROUP AG
New
Shares2.5K
Event2026-03-31
Filed2026-04-14
WMB
WILLIAMS COS INC
New
Shares1.3K
Event2026-03-31
Filed2026-04-14
BAI
BLACKROCK ETF TRUST
New
Shares3.0K
Event2026-03-31
Filed2026-04-14
MTUM
ISHARES TR
New
Shares400
Event2026-03-31
Filed2026-04-14
MBB
ISHARES TR
New
Shares988
Event2026-03-31
Filed2026-04-14
VIGI
VANGUARD WHITEHALL FDS
New
Shares1.1K
Event2026-03-31
Filed2026-04-14
EPD
ENTERPRISE PRODS PARTNERS L
New
Shares2.4K
Event2026-03-31
Filed2026-04-14
MCD
MCDONALDS CORP
New
Shares292
Event2026-03-31
Filed2026-04-14
IEF
ISHARES TR
New
Shares945
Event2026-03-31
Filed2026-04-14
FXE
INVESCO CURRENCYSHARES EURO
-84.88%
Shares842
Event2026-03-31
Filed2026-04-14
CRM
SALESFORCE INC
-52.10%
Shares479
Event2026-03-31
Filed2026-04-14
PH
PARKER-HANNIFIN CORP
New
Shares98
Event2026-03-31
Filed2026-04-14
RNR
RENAISSANCERE HLDGS LTD
New
Shares295
Event2026-03-31
Filed2026-04-14
QYLD
GLOBAL X FDS
New
Shares5.1K
Event2026-03-31
Filed2026-04-14
THRO
BLACKROCK ETF TRUST
New
Shares2.4K
Event2026-03-31
Filed2026-04-14
ATO
ATMOS ENERGY CORP
New
Shares470
Event2026-03-31
Filed2026-04-14
CGBL
CAPITAL GROUP CORE BALANCED
New
Shares2.5K
Event2026-03-31
Filed2026-04-14
PBR
PETROLEO BRASILEIRO S A
New
Shares4.2K
Event2026-03-31
Filed2026-04-14
CMCSA
COMCAST CORP NEW
New
Shares3.0K
Event2026-03-31
Filed2026-04-14
IBN
ICICI BANK LIMITED
New
Shares3.3K
Event2026-03-31
Filed2026-04-14
BAB
INVESCO EXCH TRADED FD TR II
New
Shares3.1K
Event2026-03-31
Filed2026-04-14
SOLSTICE ADVANCED MATLS INC
SOLSTICE ADVANCED MATLS INC
New
Shares1.1K
Event2026-03-31
Filed2026-04-14
QQQM
INVESCO EXCH TRADED FD TR II
New
Shares353
Event2026-03-31
Filed2026-04-14
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
New
Shares243
Event2026-03-31
Filed2026-04-14
FERGUSON ENTERPRISES INC
FERGUSON ENTERPRISES INC
New
Shares354
Event2026-03-31
Filed2026-04-14
ARKW
ARK ETF TR
New
Shares684
Event2026-03-31
Filed2026-04-14
SBUX
STARBUCKS CORP
New
Shares913
Event2026-03-31
Filed2026-04-14
IFRA
ISHARES TR
New
Shares1.4K
Event2026-03-31
Filed2026-04-14
NBIS
NEBIUS GROUP N.V.
New
Shares782
Event2026-03-31
Filed2026-04-14
ACGL
ARCH CAP GROUP LTD
New
Shares845
Event2026-03-31
Filed2026-04-14
CRWV
COREWEAVE INC
New
Shares1.0K
Event2026-03-31
Filed2026-04-14
MLPX
GLOBAL X FDS
New
Shares1.1K
Event2026-03-31
Filed2026-04-14
DE
DEERE & CO
New
Shares140
Event2026-03-31
Filed2026-04-14
WM
WASTE MGMT INC DEL
New
Shares343
Event2026-03-31
Filed2026-04-14
GOVT
ISHARES TR
New
Shares3.4K
Event2026-03-31
Filed2026-04-14
NU
NU HLDGS LTD
New
Shares5.4K
Event2026-03-31
Filed2026-04-14
ZTS
ZOETIS INC
New
Shares659
Event2026-03-31
Filed2026-04-14
VIG
VANGUARD SPECIALIZED FUNDS
New
Shares361
Event2026-03-31
Filed2026-04-14
CNQ
CANADIAN NAT RES LTD MED TER
New
Shares1.6K
Event2026-03-31
Filed2026-04-14
LYB
LYONDELLBASELL INDUSTRIES NV
New
Shares951
Event2026-03-31
Filed2026-04-14
QS
QUANTUMSCAPE CORP
0.00%
Shares11.9K
Event2026-03-31
Filed2026-04-14
AJG
GALLAGHER ARTHUR J & CO
New
Shares349
Event2026-03-31
Filed2026-04-14
CDNS
CADENCE DESIGN SYSTEM INC
New
Shares267
Event2026-03-31
Filed2026-04-14
EMLP
FIRST TR EXCHANGE-TRADED FD
New
Shares1.7K
Event2026-03-31
Filed2026-04-14
SMH
VANECK ETF TRUST
New
Shares192
Event2026-03-31
Filed2026-04-14
LYG
LLOYDS BANKING GROUP PLC
New
Shares14.6K
Event2026-03-31
Filed2026-04-14
BUG
GLOBAL X FDS
New
Shares2.9K
Event2026-03-31
Filed2026-04-14
CHTR
CHARTER COMMUNICATIONS INC
New
Shares338
Event2026-03-31
Filed2026-04-14
ADBE
ADOBE INC
New
Shares296
Event2026-03-31
Filed2026-04-14
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
New
Shares725
Event2026-03-31
Filed2026-04-14
SAP
SAP SE
New
Shares419
Event2026-03-31
Filed2026-04-14
BKNG
BOOKING HOLDINGS INC
New
Shares17
Event2026-03-31
Filed2026-04-14
BTI
BRITISH AMERN TOB PLC
New
Shares1.2K
Event2026-03-31
Filed2026-04-14
DRTS
ALPHA TAU MEDICAL LTD
0.00%
Shares10.0K
Event2026-03-31
Filed2026-04-14
SPDW
SPDR INDEX SHS FDS
New
Shares1.5K
Event2026-03-31
Filed2026-04-14
APP
APPLOVIN CORP
New
Shares177
Event2026-03-31
Filed2026-04-14
CB
CHUBB LTD SWITZ
New
Shares215
Event2026-03-31
Filed2026-04-14
BLCR
BLACKROCK ETF TRUST
New
Shares1.7K
Event2026-03-31
Filed2026-04-14
CEG
CONSTELLATION ENERGY CORP
New
Shares250
Event2026-03-31
Filed2026-04-14
ROST
ROSS STORES INC
New
Shares322
Event2026-03-31
Filed2026-04-14
IDEF
BLACKROCK ETF TRUST
New
Shares2.1K
Event2026-03-31
Filed2026-04-14
IGV
ISHARES TR
New
Shares863
Event2026-03-31
Filed2026-04-14
TEVA
TEVA PHARMACEUTICAL INDS LTD
New
Shares2.3K
Event2026-03-31
Filed2026-04-14
FXY
INVESCO CURRENCYSHARES
New
Shares1.2K
Event2026-03-31
Filed2026-04-14
SOUN
SOUNDHOUND AI INC
New
Shares10.0K
Event2026-03-31
Filed2026-04-14
OKE
ONEOK INC NEW
New
Shares754
Event2026-03-31
Filed2026-04-14
MPC
MARATHON PETE CORP
New
Shares278
Event2026-03-31
Filed2026-04-14
TOTALENERGIES SE
TOTALENERGIES SE
New
Shares708
Event2026-03-31
Filed2026-04-14
GLW
CORNING INC
New
Shares472
Event2026-03-31
Filed2026-04-14
ARKK
ARK ETF TR
New
Shares941
Event2026-03-31
Filed2026-04-14
VONE
VANGUARD SCOTTSDALE FDS
New
Shares215
Event2026-03-31
Filed2026-04-14
ADP
AUTOMATIC DATA PROCESSING IN
New
Shares310
Event2026-03-31
Filed2026-04-14
CMI
CUMMINS INC
New
Shares117
Event2026-03-31
Filed2026-04-14
DSMC
ETF SER SOLUTIONS
New
Shares1.7K
Event2026-03-31
Filed2026-04-14
MBSF
VALUED ADVISERS TR
New
Shares2.5K
Event2026-03-31
Filed2026-04-14
AMT
AMERICAN TOWER CORP
New
Shares362
Event2026-03-31
Filed2026-04-14
BILS
SPDR SERIES TRUST
New
Shares625
Event2026-03-31
Filed2026-04-14
SSK
ETF OPPORTUNITIES TRUST
New
Shares5.5K
Event2026-03-31
Filed2026-04-14
XBI
SPDR SERIES TRUST
New
Shares478
Event2026-03-31
Filed2026-04-14
EMR
EMERSON ELEC CO
New
Shares466
Event2026-03-31
Filed2026-04-14
TRV
TRAVELERS COMPANIES INC
New
Shares209
Event2026-03-31
Filed2026-04-14
ALNY
ALNYLAM PHARMACEUTICALS INC
New
Shares183
Event2026-03-31
Filed2026-04-14
MPWR
MONOLITHIC PWR SYS INC
New
Shares55
Event2026-03-31
Filed2026-04-14
ITB
ISHARES TR
New
Shares662
Event2026-03-31
Filed2026-04-14
IAGG
ISHARES TR
New
Shares1.2K
Event2026-03-31
Filed2026-04-14
PWB
INVESCO EXCHANGE TRADED FD T
New
Shares473
Event2026-03-31
Filed2026-04-14
HPE
HEWLETT PACKARD ENTERPRISE C
New
Shares2.5K
Event2026-03-31
Filed2026-04-14
APH
AMPHENOL CORP
New
Shares470
Event2026-03-31
Filed2026-04-14
QTUM
ETF SER SOLUTIONS
New
Shares550
Event2026-03-31
Filed2026-04-14
SOXX
ISHARES TR
New
Shares179
Event2026-03-31
Filed2026-04-14
BR
BROADRIDGE FINL SOLUTIONS IN
New
Shares358
Event2026-03-31
Filed2026-04-14
UNILEVER PLC
UNILEVER PLC
New
Shares1.0K
Event2026-03-31
Filed2026-04-14
MOD
MODINE MFG CO
New
Shares264
Event2026-03-31
Filed2026-04-14
EW
EDWARDS LIFESCIENCES CORP
New
Shares714
Event2026-03-31
Filed2026-04-14
MLM
MARTIN MARIETTA MATLS INC
New
Shares97
Event2026-03-31
Filed2026-04-14
NXPI
NXP SEMICONDUCTORS N V
New
Shares289
Event2026-03-31
Filed2026-04-14
RGTI
RIGETTI COMPUTING INC
New
Shares4.0K
Event2026-03-31
Filed2026-04-14
AME
AMETEK INC
New
Shares261
Event2026-03-31
Filed2026-04-14
PII
POLARIS INC
New
Shares1.0K
Event2026-03-31
Filed2026-04-14
SLYV
SPDR SERIES TRUST
New
Shares585
Event2026-03-31
Filed2026-04-14
EFX
EQUIFAX INC
New
Shares302
Event2026-03-31
Filed2026-04-14
A
AGILENT TECHNOLOGIES INC
New
Shares475
Event2026-03-31
Filed2026-04-14
QDPL
PACER FDS TR
New
Shares1.3K
Event2026-03-31
Filed2026-04-14
BROS
DUTCH BROS INC
New
Shares1.1K
Event2026-03-31
Filed2026-04-14
SLYG
SPDR SERIES TRUST
New
Shares552
Event2026-03-31
Filed2026-04-14
FTNT
FORTINET INC
New
Shares650
Event2026-03-31
Filed2026-04-14
APLD
APPLIED DIGITAL CORP
New
Shares2.2K
Event2026-03-31
Filed2026-04-14
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
New
Shares252
Event2026-03-31
Filed2026-04-14
WFC
WELLS FARGO & CO
New
Shares659
Event2026-03-31
Filed2026-04-14
PAYX
PAYCHEX INC
New
Shares552
Event2026-03-31
Filed2026-04-14
UHAL
U HAUL HOLDING COMPANY
New
Shares1.1K
Event2026-03-31
Filed2026-04-14
ITA
ISHARES TR
New
Shares230
Event2026-03-31
Filed2026-04-14
FEOE
RBB FUND TRUST
New
Shares995
Event2026-03-31
Filed2026-04-14
IXJ
ISHARES TR
New
Shares536
Event2026-03-31
Filed2026-04-14
ESE
ESCO TECHNOLOGIES INC
New
Shares178
Event2026-03-31
Filed2026-04-14
VIS
VANGUARD WORLD FD
New
Shares160
Event2026-03-31
Filed2026-04-14
DHS
WISDOMTREE TR
New
Shares456
Event2026-03-31
Filed2026-04-14
MET
METLIFE INC
New
Shares702
Event2026-03-31
Filed2026-04-14
EUFN
ISHARES TR
New
Shares1.4K
Event2026-03-31
Filed2026-04-14
GSK PLC
GSK PLC
New
Shares899
Event2026-03-31
Filed2026-04-14
KMI
KINDER MORGAN INC DEL
New
Shares1.5K
Event2026-03-31
Filed2026-04-14
MDLZ
MONDELEZ INTL INC
New
Shares847
Event2026-03-31
Filed2026-04-14
DLR
DIGITAL RLTY TR INC
New
Shares269
Event2026-03-31
Filed2026-04-14
IWM
ISHARES TR
New
Shares195
Event2026-03-31
Filed2026-04-14
LGND
LIGAND PHARMACEUTICALS INC
New
Shares241
Event2026-03-31
Filed2026-04-14
STRL
STERLING INFRASTRUCTURE INC
New
Shares117
Event2026-03-31
Filed2026-04-14
PICK
ISHARES INC
New
Shares841
Event2026-03-31
Filed2026-04-14
BOND
PIMCO ETF TR
New
Shares510
Event2026-03-31
Filed2026-04-14
WCN
WASTE CONNECTIONS INC
New
Shares289
Event2026-03-31
Filed2026-04-14
BIIB
BIOGEN INC
New
Shares256
Event2026-03-31
Filed2026-04-14
SITM
SITIME CORP
New
Shares135
Event2026-03-31
Filed2026-04-14
COPX
GLOBAL X FDS
New
Shares610
Event2026-03-31
Filed2026-04-14
BDX
BECTON DICKINSON & CO
New
Shares296
Event2026-03-31
Filed2026-04-14
CSX
CSX CORP
New
Shares1.1K
Event2026-03-31
Filed2026-04-14
PNC
PNC FINL SVCS GROUP INC
New
Shares223
Event2026-03-31
Filed2026-04-14
REMX
VANECK ETF TRUST
New
Shares525
Event2026-03-31
Filed2026-04-14
GRAYSCALE BITCOIN MINI TR ET
GRAYSCALE BITCOIN MINI TR ET
New
Shares1.5K
Event2026-03-31
Filed2026-04-14
PSA
PUBLIC STORAGE OPER CO
New
Shares168
Event2026-03-31
Filed2026-04-14
SO
SOUTHERN CO
New
Shares470
Event2026-03-31
Filed2026-04-14
BK
BANK NEW YORK MELLON CORP
New
Shares381
Event2026-03-31
Filed2026-04-14
KKR & CO INC
KKR & CO INC
New
Shares488
Event2026-03-31
Filed2026-04-14
SPTI
SPDR SERIES TRUST
New
Shares1.6K
Event2026-03-31
Filed2026-04-14
BINC
BLACKROCK ETF TRUST II
New
Shares865
Event2026-03-31
Filed2026-04-14
ENSG
ENSIGN GROUP INC
New
Shares222
Event2026-03-31
Filed2026-04-14
ADSK
AUTODESK INC
New
Shares186
Event2026-03-31
Filed2026-04-14
TPR
TAPESTRY INC
New
Shares314
Event2026-03-31
Filed2026-04-14
MSTR
STRATEGY INC
New
Shares355
Event2026-03-31
Filed2026-04-14
WTM
WHITE MTNS INS GROUP LTD
New
Shares20
Event2026-03-31
Filed2026-04-14
NPO
ENPRO INC
New
Shares172
Event2026-03-31
Filed2026-04-14
VCIT
VANGUARD SCOTTSDALE FDS
New
Shares517
Event2026-03-31
Filed2026-04-14
DCI
DONALDSON INC
New
Shares501
Event2026-03-31
Filed2026-04-14
MS
MORGAN STANLEY
New
Shares258
Event2026-03-31
Filed2026-04-14
VCSH
VANGUARD SCOTTSDALE FDS
New
Shares533
Event2026-03-31
Filed2026-04-14
MGY
MAGNOLIA OIL & GAS CORP
New
Shares1.3K
Event2026-03-31
Filed2026-04-14
TT
TRANE TECHNOLOGIES PLC
New
Shares99
Event2026-03-31
Filed2026-04-14
DGRW
WISDOMTREE TR
New
Shares467
Event2026-03-31
Filed2026-04-14
EA
ELECTRONIC ARTS INC
New
Shares201
Event2026-03-31
Filed2026-04-14
DOCN
DIGITALOCEAN HLDGS INC
New
Shares476
Event2026-03-31
Filed2026-04-14
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-72.52%
Shares205
Event2026-03-31
Filed2026-04-14
CROWN CASTLE INC
CROWN CASTLE INC
New
Shares498
Event2026-03-31
Filed2026-04-14
RCL
ROYAL CARIBBEAN GROUP
New
Shares147
Event2026-03-31
Filed2026-04-14
MLI
MUELLER INDS INC
New
Shares364
Event2026-03-31
Filed2026-04-14
GDDY
GODADDY INC
New
Shares485
Event2026-03-31
Filed2026-04-14
ARES
ARES MANAGEMENT CORPORATION
New
Shares367
Event2026-03-31
Filed2026-04-14
IDA
IDACORP INC
New
Shares280
Event2026-03-31
Filed2026-04-14
USB
US BANCORP
New
Shares763
Event2026-03-31
Filed2026-04-14
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
New
Shares826
Event2026-03-31
Filed2026-04-14
MFC
MANULIFE FINL CORP
New
Shares1.1K
Event2026-03-31
Filed2026-04-14
SLV
ISHARES SILVER TR
New
Shares570
Event2026-03-31
Filed2026-04-14
ECL
ECOLAB INC
New
Shares146
Event2026-03-31
Filed2026-04-14
WTFC
WINTRUST FINL CORP
New
Shares277
Event2026-03-31
Filed2026-04-14
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
New
Shares332
Event2026-03-31
Filed2026-04-14
MTDR
MATADOR RES CO
New
Shares607
Event2026-03-31
Filed2026-04-14
MSCI
MSCI INC
New
Shares71
Event2026-03-31
Filed2026-04-14
IQV
IQVIA HLDGS INC
New
Shares224
Event2026-03-31
Filed2026-04-14
SRE
SEMPRA
New
Shares387
Event2026-03-31
Filed2026-04-14
SNOW
SNOWFLAKE INC
New
Shares249
Event2026-03-31
Filed2026-04-14
NDAQ
NASDAQ INC
New
Shares442
Event2026-03-31
Filed2026-04-14
PJT
PJT PARTNERS INC
New
Shares268
Event2026-03-31
Filed2026-04-14
QXO
QXO INC
New
Shares1.9K
Event2026-03-31
Filed2026-04-14
SNN
SMITH & NEPHEW PLC
New
Shares1.2K
Event2026-03-31
Filed2026-04-14
CELH
CELSIUS HLDGS INC
New
Shares1.0K
Event2026-03-31
Filed2026-04-14
IESC
IES HOLDINGS INC
New
Shares76
Event2026-03-31
Filed2026-04-14
MTSI
MACOM TECH SOLUTIONS HLDGS I
New
Shares163
Event2026-03-31
Filed2026-04-14
PPLT
ABRDN PLATINUM ETF TRUST
New
Shares200
Event2026-03-31
Filed2026-04-14
JPC
NUVEEN PFD & INCOME OPPORTUN
New
Shares4.7K
Event2026-03-31
Filed2026-04-14
ILMN
ILLUMINA INC
New
Shares282
Event2026-03-31
Filed2026-04-14
HLN
HALEON PLC
New
Shares3.4K
Event2026-03-31
Filed2026-04-14
TIP
ISHARES TR
New
Shares307
Event2026-03-31
Filed2026-04-14
SPMD
SPDR SERIES TRUST
New
Shares568
Event2026-03-31
Filed2026-04-14
LDUR
PIMCO ETF TR
New
Shares351
Event2026-03-31
Filed2026-04-14
FN
FABRINET
New
Shares64
Event2026-03-31
Filed2026-04-14
VXUS
VANGUARD STAR FDS
New
Shares432
Event2026-03-31
Filed2026-04-14
INVH
INVITATION HOMES INC
New
Shares1.3K
Event2026-03-31
Filed2026-04-14
DAPP
VANECK ETF TRUST
New
Shares2.2K
Event2026-03-31
Filed2026-04-14
CRSP
CRISPR THERAPEUTICS AG
New
Shares681
Event2026-03-31
Filed2026-04-14
FSS
FEDERAL SIGNAL CORP
New
Shares299
Event2026-03-31
Filed2026-04-14
CDW
CDW CORP
New
Shares267
Event2026-03-31
Filed2026-04-14
WSBC
WESBANCO INC
New
Shares935
Event2026-03-31
Filed2026-04-14
PLMR
PALOMAR HLDGS INC
New
Shares266
Event2026-03-31
Filed2026-04-14
HFXI
NEW YORK LIFE INVESTMENTS ET
New
Shares946
Event2026-03-31
Filed2026-04-14
KRG
KITE REALTY GROUP TRUST
New
Shares1.3K
Event2026-03-31
Filed2026-04-14
WST
WEST PHARMACEUTICAL SVSC INC
New
Shares126
Event2026-03-31
Filed2026-04-14
SEACOAST BKG CORP FLA
SEACOAST BKG CORP FLA
New
Shares1.0K
Event2026-03-31
Filed2026-04-14
GBDC
GOLUB CAP BDC INC
New
Shares2.5K
Event2026-03-31
Filed2026-04-14
STERIS PLC
STERIS PLC
New
Shares140
Event2026-03-31
Filed2026-04-14
CHRW
C H ROBINSON WORLDWIDE IN
New
Shares186
Event2026-03-31
Filed2026-04-14
TRMB
TRIMBLE INC
New
Shares472
Event2026-03-31
Filed2026-04-14
VLTO
VERALTO CORP
New
Shares346
Event2026-03-31
Filed2026-04-14
BDC
BELDEN INC
New
Shares266
Event2026-03-31
Filed2026-04-14
SIMO
SILICON MOTION TECHNOLOGY CO
New
Shares272
Event2026-03-31
Filed2026-04-14
SCHD
SCHWAB STRATEGIC TR
New
Shares990
Event2026-03-31
Filed2026-04-14
NMIH
NMI HLDGS INC
New
Shares803
Event2026-03-31
Filed2026-04-14
AG
FIRST MAJESTIC SILVER CORP
New
Shares1.4K
Event2026-03-31
Filed2026-04-14
CWST
CASELLA WASTE SYS INC
New
Shares379
Event2026-03-31
Filed2026-04-14
EFSC
ENTERPRISE FINL SVCS CORP
New
Shares554
Event2026-03-31
Filed2026-04-14

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available