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The Analysis of Orion Capital Management LLC's Holdings & P&L

Currently, Orion Capital Management LLC holds 482 types of securities in its portfolio with a total value $289.8M. In the most recent quarter, they have increased their positions in AVDE (+28.4K shares, valued at $2.4M), JAAA (+39.7K shares, valued at $2.0M), AVUS (+4.3K shares, valued at $479.9K); decreased their positions in VIG (-4.2K shares, valued at $895.1K), SGOV (-5.7K shares, valued at $572.6K), WPC (-5.1K shares, valued at $346.6K); initiated new positions in N/A (+500 shares, valued at $230.5K), VONG (+1.7K shares, valued at $186.0K), N/A (+1.1K shares, valued at $93.5K).

1M P&L

+9.0M+3.19%

3M P&L

+10.9M+3.89%

HY P&L

+17.5M+6.40%

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/A181.6M

66.3%

2Consumer Electronics12.2M

4.5%

3Software - Infrastructure11.6M

4.2%

Top Industries by Stock Count

1N/A198 stocks

43.5%

2Software - Infrastructure14 stocks

3.1%

3Specialty Industrial Machinery12 stocks

2.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SGOV ISHARES TR352.8K shares-1.59%2026-03-312026-05-14

IVV ISHARES TR36.7K shares-0.33%2026-03-312026-05-14

JAAA JANUS DETROIT STR TR467.9K shares9.28%2026-03-312026-05-14

AVUS AMERICAN CENTY ETF TR132.2K shares3.37%2026-03-312026-05-14

AAPL APPLE INC44.9K shares-0.12%2026-03-312026-05-14

DSTL ETF SER SOLUTIONS178.3K shares-1.42%2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS38.2K shares-9.81%2026-03-312026-05-14

AVDE AMERICAN CENTY ETF TR82.8K shares52.23%2026-03-312026-05-14

Sponsored

ALPHABET INC ALPHABET INC22.2K shares-2.44%2026-03-312026-05-14

AMZN AMAZON COM INC27.1K shares-4.97%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T29.0K shares7.55%2026-03-312026-05-14

AVUV AMERICAN CENTY ETF TR48.6K shares7.13%2026-03-312026-05-14

ISRG INTUITIVE SURGICAL INC9.1K shares-0.33%2026-03-312026-05-14

MSFT MICROSOFT CORP10.9K shares0.20%2026-03-312026-05-14

NVDA NVIDIA CORPORATION21.5K shares-2.44%2026-03-312026-05-14

DFAC DIMENSIONAL ETF TRUST95.2K shares-0.25%2026-03-312026-05-14

Sponsored

VYM VANGUARD WHITEHALL FDS24.1K shares-5.60%2026-03-312026-05-14

SCHD SCHWAB STRATEGIC TR112.5K shares-4.64%2026-03-312026-05-14

AVLV AMERICAN CENTY ETF TR39.0K shares6.05%2026-03-312026-05-14

PLTR PALANTIR TECHNOLOGIES INC21.2K shares-2.75%2026-03-312026-05-14

AVDV AMERICAN CENTY ETF TR25.3K shares12.39%2026-03-312026-05-14

ALPHABET INC ALPHABET INC8.7K shares-0.76%2026-03-312026-05-14

ORLY OREILLY AUTOMOTIVE INC26.8K shares-0.37%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO8.0K shares-0.62%2026-03-312026-05-14

Sponsored

COST COSTCO WHOLESALE CORPORATION2.3K shares0.21%2026-03-312026-05-14

IJH ISHARES TR26.8K shares-7.11%2026-03-312026-05-14

ABBV ABBVIE INC8.1K shares-10.28%2026-03-312026-05-14

VNQ VANGUARD INDEX FDS19.8K shares3.91%2026-03-312026-05-14

PJAN INNOVATOR ETFS TRUST36.9K shares0.43%2026-03-312026-05-14

EATON CORP PLC EATON CORP PLC4.5K shares-1.52%2026-03-312026-05-14

PAUG INNOVATOR ETFS TRUST34.9K shares-0.96%2026-03-312026-05-14

BE BLOOM ENERGY CORP10.7K shares-11.57%2026-03-312026-05-14

Sponsored

XBAP INNOVATOR ETFS TRUST36.8K shares-4.10%2026-03-312026-05-14

VEEV VEEVA SYS INC8.1K shares-0.86%2026-03-312026-05-14

QCOM QUALCOMM INC10.6K shares-1.78%2026-03-312026-05-14

LLY ELI LILLY & CO1.4K shares-4.43%2026-03-312026-05-14

MS MORGAN STANLEY7.7K shares0.00%2026-03-312026-05-14

AVIG AMERICAN CENTY ETF TR30.0K shares40.04%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON5.1K shares0.00%2026-03-312026-05-14

RTX RTX CORPORATION6.4K shares0.44%2026-03-312026-05-14

Sponsored

POCT INNOVATOR ETFS TRUST27.4K shares-0.18%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC5.7K shares-5.07%2026-03-312026-05-14

NFLX NETFLIX INC.12.1K shares-6.57%2026-03-312026-05-14

FTNT FORTINET INC13.7K shares-5.51%2026-03-312026-05-14

SPSB SPDR SERIES TRUST37.1K shares-2.33%2026-03-312026-05-14

V VISA INC3.6K shares-4.16%2026-03-312026-05-14

AVEM AMERICAN CENTY ETF TR12.7K shares28.70%2026-03-312026-05-14

FSLR FIRST SOLAR INC5.2K shares-0.58%2026-03-312026-05-14

Sponsored

IJR ISHARES TR7.8K shares0.00%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC7.9K shares-1.30%2026-03-312026-05-14

ALNY ALNYLAM PHARMACEUTICALS INC2.9K shares-3.77%2026-03-312026-05-14

BAC BANK AMERICA CORP19.1K shares-4.00%2026-03-312026-05-14

BLACKROCK INC BLACKROCK INC954 shares-4.02%2026-03-312026-05-14

PNOV INNOVATOR ETFS TRUST22.4K shares-0.11%2026-03-312026-05-14

PJUL INNOVATOR ETFS TRUST19.8K shares6.33%2026-03-312026-05-14

PDEC INNOVATOR ETFS TRUST21.0K shares-0.02%2026-03-312026-05-14

Sponsored

COF CAPITAL ONE FINL CORP4.7K shares6.17%2026-03-312026-05-14

QQQM INVESCO EXCH TRADED FD TR II3.6K shares15.93%2026-03-312026-05-14

PFEB INNOVATOR ETFS TRUST20.6K shares-3.14%2026-03-312026-05-14

VTI VANGUARD INDEX FDS2.5K shares-11.07%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS3.2K shares0.00%2026-03-312026-05-14

DFSU DIMENSIONAL ETF TRUST18.6K shares-16.17%2026-03-312026-05-14

UBER UBER TECHNOLOGIES INC10.5K shares-2.33%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS1.3K shares0.00%2026-03-312026-05-14

Sponsored

PMAR INNOVATOR ETFS TRUST16.3K shares3.80%2026-03-312026-05-14

AMGN AMGEN INC2.1K shares-0.48%2026-03-312026-05-14

SPYM SPDR SERIES TRUST9.0K shares209.09%2026-03-312026-05-14

CRM SALESFORCE INC3.7K shares-5.15%2026-03-312026-05-14

AVSU AMERICAN CENTY ETF TR9.2K shares0.71%2026-03-312026-05-14

HD HOME DEPOT INC1.9K shares-0.51%2026-03-312026-05-14

TMUS T-MOBILE US INC2.9K shares-11.82%2026-03-312026-05-14

ARISTA NETWORKS INC ARISTA NETWORKS INC4.9K shares-11.20%2026-03-312026-05-14

Sponsored

USB US BANCORP11.1K shares0.00%2026-03-312026-05-14

PJUN INNOVATOR ETFS TRUST13.8K shares0.00%2026-03-312026-05-14

PAPR INNOVATOR ETFS TRUST14.1K shares-3.41%2026-03-312026-05-14

BROADCOM INC BROADCOM INC1.8K shares0.11%2026-03-312026-05-14

EXPE EXPEDIA GROUP INC2.4K shares-2.47%2026-03-312026-05-14

RMD RESMED INC2.4K shares0.00%2026-03-312026-05-14

DELL DELL TECHNOLOGIES INC3.1K shares-4.02%2026-03-312026-05-14

BJAN INNOVATOR ETFS TRUST9.7K shares0.00%2026-03-312026-05-14

Sponsored

CME CME GROUP INC1.7K shares0.00%2026-03-312026-05-14

CAT CATERPILLAR INC705 shares0.00%2026-03-312026-05-14

PMAY INNOVATOR ETFS TRUST12.1K shares0.00%2026-03-312026-05-14

XBJL INNOVATOR ETFS TRUST12.4K shares-3.87%2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP780 shares7.59%2026-03-312026-05-14

ARLO ARLO TECHNOLOGIES INC32.7K shares-4.67%2026-03-312026-05-14

MCD MCDONALDS CORP1.5K shares0.00%2026-03-312026-05-14

DFUV DIMENSIONAL ETF TRUST9.2K shares0.00%2026-03-312026-05-14

Sponsored

VTV VANGUARD INDEX FDS2.2K shares34.34%2026-03-312026-05-14

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC4.4K shares-4.35%2026-03-312026-05-14

IWF ISHARES TR1.0K shares0.00%2026-03-312026-05-14

PM PHILIP MORRIS INTL INC2.6K shares0.23%2026-03-312026-05-14

TTD THE TRADE DESK INC19.0K shares-5.95%2026-03-312026-05-14

BA BOEING CO2.1K shares2.39%2026-03-312026-05-14

GLD SPDR GOLD TR980 shares22.50%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL877 shares-8.84%2026-03-312026-05-14

Sponsored

BKNG BOOKING HOLDINGS INC96 shares190.91%2026-03-312026-05-14

TJX TJX COS INC NEW2.5K shares-0.40%2026-03-312026-05-14

BMAY INNOVATOR ETFS TRUST8.7K shares0.00%2026-03-312026-05-14

BMAR INNOVATOR ETFS TRUST7.4K shares0.00%2026-03-312026-05-14

XOM EXXON MOBIL CORP2.2K shares0.00%2026-03-312026-05-14

PSEP INNOVATOR ETFS TRUST8.7K shares-4.64%2026-03-312026-05-14

CWB SPDR SERIES TRUST4.0K shares0.00%2026-03-312026-05-14

FOUR SHIFT4 PMTS INC8.1K shares-3.69%2026-03-312026-05-14

Sponsored

SCCO SOUTHERN COPPER CORP2.0K shares0.81%2026-03-312026-05-14

NU NU HLDGS LTD22.9K shares-4.18%2026-03-312026-05-14

IBHH ISHARES TR14.0K shares0.00%2026-03-312026-05-14

DVY ISHARES TR2.1K shares0.00%2026-03-312026-05-14

IBHF ISHARES TR14.0K shares0.00%2026-03-312026-05-14

NOC NORTHROP GRUMMAN CORP468 shares0.00%2026-03-312026-05-14

EQWL INVESCO EXCHANGE TRADED FD T2.8K shares0.00%2026-03-312026-05-14

JPST J P MORGAN EXCHANGE TRADED F6.2K shares0.02%2026-03-312026-05-14

Sponsored

SPMD SPDR SERIES TRUST5.3K shares0.00%2026-03-312026-05-14

IBHG ISHARES TR14.0K shares0.00%2026-03-312026-05-14

ZETA ZETA GLOBAL HOLDINGS CORP19.0K shares-7.32%2026-03-312026-05-14

MGC VANGUARD WORLD FD1.3K shares0.00%2026-03-312026-05-14

META META PLATFORMS INC519 shares13.57%2026-03-312026-05-14

IWD ISHARES TR1.3K shares0.00%2026-03-312026-05-14

CFG CITIZENS FINL GROUP INC4.5K shares0.00%2026-03-312026-05-14

SCHB SCHWAB STRATEGIC TR10.6K shares0.31%2026-03-312026-05-14

Sponsored

BFEB INNOVATOR ETFS TRUST5.5K shares0.00%2026-03-312026-05-14

DFIV DIMENSIONAL ETF TRUST4.9K shares0.00%2026-03-312026-05-14

SYF SYNCHRONY FINANCIAL3.8K shares-8.47%2026-03-312026-05-14

AXP AMERICAN EXPRESS CO840 shares-10.64%2026-03-312026-05-14

SLV ISHARES SILVER TR3.7K shares0.00%2026-03-312026-05-14

JBBB JANUS DETROIT STR TR5.4K shares-36.97%2026-03-312026-05-14

DFSI DIMENSIONAL ETF TRUST5.7K shares-17.78%2026-03-312026-05-14

XBJA INNOVATOR ETFS TRUST7.8K shares2.65%2026-03-312026-05-14

Sponsored

HALO HALOZYME THERAPEUTICS INC3.8K shares-2.60%2026-03-312026-05-14

HON HONEYWELL INTL INC1.1K shares0.00%2026-03-312026-05-14

MTUM ISHARES TR993 shares-9.97%2026-03-312026-05-14

SUSB ISHARES TR9.5K shares6.26%2026-03-312026-05-14

ADBE ADOBE INC970 shares-48.68%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC275 shares-4.84%2026-03-312026-05-14

INTUITIVE SURGICAL INC CALL APR 510 INTUITIVE SURGICAL INC CALL APR 510500 sharesnew addition2026-03-312026-05-14

MDY STATE STR SPDR S&P MIDCAP 40374 shares0.00%2026-03-312026-05-14

Sponsored

XLF SELECT SECTOR SPDR TR4.6K shares0.02%2026-03-312026-05-14

WFC WELLS FARGO & CO2.9K shares-0.03%2026-03-312026-05-14

TDY TELEDYNE TECHNOLOGIES INC375 shares0.00%2026-03-312026-05-14

BDEC INNOVATOR ETFS TRUST4.7K shares0.00%2026-03-312026-05-14

VOT VANGUARD INDEX FDS870 shares0.00%2026-03-312026-05-14

PEP PEPSICO INC1.4K shares0.00%2026-03-312026-05-14

XBOC INNOVATOR ETFS TRUST6.3K shares0.00%2026-03-312026-05-14

O REALTY INCOME CORP3.4K shares-27.66%2026-03-312026-05-14

Sponsored

PG PROCTER & GAMBLE CO1.4K shares0.00%2026-03-312026-05-14

ABT ABBOTT LABORATORIES1.9K shares0.00%2026-03-312026-05-14

MGK VANGUARD WORLD FD530 shares0.19%2026-03-312026-05-14

ASML ASML HLDG NV147 shares0.00%2026-03-312026-05-14

CIEN CIENA CORP497 shares0.00%2026-03-312026-05-14

NEE NEXTERA ENERGY INC2.1K shares0.10%2026-03-312026-05-14

QUAL ISHARES TR1.0K shares0.60%2026-03-312026-05-14

NOW SERVICENOW INC1.8K shares1.67%2026-03-312026-05-14

Sponsored

VONG VANGUARD SCOTTSDALE FDS1.7K sharesnew addition2026-03-312026-05-14

ET ENERGY TRANSFER L P9.5K shares1.75%2026-03-312026-05-14

CW CURTISS WRIGHT CORP268 shares3.88%2026-03-312026-05-14

VO VANGUARD INDEX FDS619 shares0.00%2026-03-312026-05-14

SPDW SPDR INDEX SHS FDS3.9K shares0.00%2026-03-312026-05-14

UJAN INNOVATOR ETFS TRUST4.0K shares0.00%2026-03-312026-05-14

AVSD AMERICAN CENTY ETF TR2.3K shares0.53%2026-03-312026-05-14

IAUM ISHARES GOLD TR3.5K shares44.09%2026-03-312026-05-14

Sponsored

KLAC KLA CORP111 shares0.00%2026-03-312026-05-14

MA MASTERCARD INCORPORATED326 shares-9.44%2026-03-312026-05-14

CCL CARNIVAL CORP5.9K shares0.00%2026-03-312026-05-14

LAM RESEARCH CORP LAM RESEARCH CORP714 shares78.50%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS2.4K shares0.00%2026-03-312026-05-14

BJUL INNOVATOR ETFS TRUST3.0K shares0.00%2026-03-312026-05-14

FN FABRINET282 shares0.00%2026-03-312026-05-14

FALN ISHARES TR5.5K shares0.00%2026-03-312026-05-14

Sponsored

NULG NUSHARES ETF TR1.6K shares94.66%2026-03-312026-05-14

WMT WALMART INC1.1K shares0.00%2026-03-312026-05-14

DFAE DIMENSIONAL ETF TRUST4.1K shares0.00%2026-03-312026-05-14

VIK VIKING HOLDINGS LTD1.9K shares-4.99%2026-03-312026-05-14

BJUN INNOVATOR ETFS TRUST3.0K shares0.00%2026-03-312026-05-14

VHT VANGUARD WORLD FD500 shares0.00%2026-03-312026-05-14

VB VANGUARD INDEX FDS519 shares0.00%2026-03-312026-05-14

CMI CUMMINS INC247 shares0.00%2026-03-312026-05-14

Sponsored

BAPR INNOVATOR ETFS TRUST2.7K shares0.00%2026-03-312026-05-14

REET ISHARES TR5.2K shares-6.23%2026-03-312026-05-14

WPC WP CAREY INC1.9K shares-72.86%2026-03-312026-05-14

MO ALTRIA GROUP INC1.9K shares1.86%2026-03-312026-05-14

MCK MCKESSON CORP144 shares0.00%2026-03-312026-05-14

TSLA TESLA INC334 shares40.34%2026-03-312026-05-14

EW EDWARDS LIFESCIENCES CORP1.5K shares0.00%2026-03-312026-05-14

WELL WELLTOWER INC606 shares3.06%2026-03-312026-05-14

Sponsored

NULV NUSHARES ETF TR2.6K shares90.15%2026-03-312026-05-14

IBHI ISHARES TR5.0K shares0.00%2026-03-312026-05-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP336 shares0.00%2026-03-312026-05-14

VBK VANGUARD INDEX FDS379 shares0.00%2026-03-312026-05-14

CVX CHEVRON CORPORATION538 shares3.07%2026-03-312026-05-14

NUDM NUSHARES ETF TR3.1K shares95.25%2026-03-312026-05-14

SCHF SCHWAB STRATEGIC TR4.3K shares0.00%2026-03-312026-05-14

COWZ PACER FDS TR1.7K shares0.00%2026-03-312026-05-14

Sponsored

IBIT ISHARES BITCOIN TRUST ETF2.8K shares0.00%2026-03-312026-05-14

DFSB DIMENSIONAL ETF TRUST2.0K shares-10.90%2026-03-312026-05-14

AVGE AMERICAN CENTY ETF TR1.2K shares2.59%2026-03-312026-05-14

PINS PINTEREST INC5.7K shares-41.84%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC2.0K shares-33.12%2026-03-312026-05-14

CITIGROUP INC CITIGROUP INC887 shares-4.31%2026-03-312026-05-14

SHOP SHOPIFY INC840 shares-5.83%2026-03-312026-05-14

DFAI DIMENSIONAL ETF TRUST2.5K shares0.00%2026-03-312026-05-14

Sponsored

AWK AMERICAN WTR WKS CO INC NEW700 shares0.00%2026-03-312026-05-14

IJS ISHARES TR804 shares0.00%2026-03-312026-05-14

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC1.1K sharesnew addition2026-03-312026-05-14

ISHARES GOLD TR ISHARES GOLD TR1.1K shares0.00%2026-03-312026-05-14

BLACKSTONE INC BLACKSTONE INC800 shares0.00%2026-03-312026-05-14

UNF UNIFIRST CORP MASS357 shares-41.19%2026-03-312026-05-14

CSCO CISCO SYS INC1.1K shares0.00%2026-03-312026-05-14

DFAX DIMENSIONAL ETF TRUST2.6K shares0.00%2026-03-312026-05-14

Sponsored

GE AEROSPACE GE AEROSPACE307 shares-0.97%2026-03-312026-05-14

CL COLGATE PALMOLIVE CO1.0K shares0.00%2026-03-312026-05-14

ITOT ISHARES TR578 shares22.46%2026-03-312026-05-14

DFSE DIMENSIONAL ETF TRUST1.9K shares-18.74%2026-03-312026-05-14

IBDR ISHARES TR3.3K sharesnew addition2026-03-312026-05-14

IBDS ISHARES TR3.3K sharesnew addition2026-03-312026-05-14

BMY BRISTOL-MYERS SQUIBB CO1.3K shares-16.13%2026-03-312026-05-14

IBHJ ISHARES TR3.0K shares0.00%2026-03-312026-05-14

Sponsored

TER TERADYNE INC265 shares-22.06%2026-03-312026-05-14

IEX IDEX CORP413 shares0.00%2026-03-312026-05-14

SOFI SOFI TECHNOLOGIES INC4.9K shares6.52%2026-03-312026-05-14

KO COCA COLA CO1.0K shares0.00%2026-03-312026-05-14

GEV GE VERNOVA INC88 shares-2.22%2026-03-312026-05-14

KR KROGER CO1.1K shares0.00%2026-03-312026-05-14

NVS NOVARTIS AG500 shares0.00%2026-03-312026-05-14

IBHK ISHARES TR3.0K shares0.00%2026-03-312026-05-14

Sponsored

ONON ON HLDG AG2.2K shares0.00%2026-03-312026-05-14

PKG PACKAGING CORP AMER346 shares0.00%2026-03-312026-05-14

PPA INVESCO EXCHANGE TRADED FD T435 shares-2.25%2026-03-312026-05-14

ALB ALBEMARLE CORP400 shares0.00%2026-03-312026-05-14

TRMB TRIMBLE INC1.1K shares0.00%2026-03-312026-05-14

IEFA ISHARES TR776 shares492.37%2026-03-312026-05-14

SNA SNAP ON INC192 shares0.00%2026-03-312026-05-14

UPST UPSTART HLDGS INC2.7K shares0.00%2026-03-312026-05-14

Sponsored

PANW PALO ALTO NETWORKS INC417 shares-9.15%2026-03-312026-05-14

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO1.3K shares-10.07%2026-03-312026-05-14

AA ALCOA CORP1.0K shares0.00%2026-03-312026-05-14

TOST TOAST INC2.5K shares0.00%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC195 shares0.00%2026-03-312026-05-14

ONEY SPDR SERIES TRUST546 shares0.00%2026-03-312026-05-14

USMV ISHARES TR700 shares0.00%2026-03-312026-05-14

LAM RESEARCH CORP CALL APR 230 LAM RESEARCH CORP CALL APR 230300 sharesnew addition2026-03-312026-05-14

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NKE NIKE INC1.2K shares0.00%2026-03-312026-05-14

VUG VANGUARD INDEX FDS145 shares3.57%2026-03-312026-05-14

OEF ISHARES TR199 shares2.05%2026-03-312026-05-14

ITW ILLINOIS TOOL WKS INC242 shares0.00%2026-03-312026-05-14

CSX CSX CORP1.5K shares0.00%2026-03-312026-05-14

XYL XYLEM INC522 shares0.00%2026-03-312026-05-14

VGT VANGUARD WORLD FD89 shares0.00%2026-03-312026-05-14

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC550 shares-6.78%2026-03-312026-05-14

Sponsored

RMBS RAMBUS INC DEL703 shares0.00%2026-03-312026-05-14

VIGI VANGUARD WHITEHALL FDS676 shares3.68%2026-03-312026-05-14

FNF FIDELITY NATL FINL INC1.2K shares0.00%2026-03-312026-05-14

AON PLC AON PLC176 shares0.00%2026-03-312026-05-14

VCIT VANGUARD SCOTTSDALE FDS677 shares0.00%2026-03-312026-05-14

SPSM SPDR SERIES TRUST1.1K shares0.00%2026-03-312026-05-14

VV VANGUARD INDEX FDS182 shares0.00%2026-03-312026-05-14

MEDTRONIC PLC MEDTRONIC PLC619 shares0.00%2026-03-312026-05-14

Sponsored

BRO BROWN & BROWN INC807 shares0.00%2026-03-312026-05-14

BSEP INNOVATOR ETFS TRUST1.1K shares-13.65%2026-03-312026-05-14

DIS DISNEY WALT CO534 shares0.00%2026-03-312026-05-14

DFAU DIMENSIONAL ETF TRUST1.1K shares-4.40%2026-03-312026-05-14

XLI SELECT SECTOR SPDR TR302 shares0.00%2026-03-312026-05-14

DOV DOVER CORP231 shares0.00%2026-03-312026-05-14

NSC NORFOLK SOUTHN CORP168 shares0.60%2026-03-312026-05-14

BSV VANGUARD BD INDEX FDS599 shares-1.80%2026-03-312026-05-14

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ORKA ORUKA THERAPEUTICS INC953 sharesnew addition2026-03-312026-05-14

LOW LOWES COS INC197 shares0.00%2026-03-312026-05-14

MCHP MICROCHIP TECHNOLOGY INC.718 shares0.00%2026-03-312026-05-14

NUEM NUSHARES ETF TR1.3K shares101.44%2026-03-312026-05-14

WTRG ESSENTIAL UTILS INC1.1K shares0.00%2026-03-312026-05-14

S SENTINELONE INC3.5K shares-16.67%2026-03-312026-05-14

BK BANK NEW YORK MELLON CORP380 shares0.00%2026-03-312026-05-14

LUMN LUMEN TECHNOLOGIES INC6.5K shares0.00%2026-03-312026-05-14

Sponsored

AVSE AMERICAN CENTY ETF TR654 shares0.00%2026-03-312026-05-14

VBR VANGUARD INDEX FDS196 shares0.00%2026-03-312026-05-14

CARR CARRIER GLOBAL CORPORATION750 shares0.00%2026-03-312026-05-14

RGTI RIGETTI COMPUTING INC3.0K shares0.00%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T63 shares0.00%2026-03-312026-05-14

BNOV INNOVATOR ETFS TRUST940 shares0.00%2026-03-312026-05-14

EBAY EBAY INC.442 shares0.00%2026-03-312026-05-14

CRWD CROWDSTRIKE HLDGS INC101 shares-0.98%2026-03-312026-05-14

Sponsored

INTC INTEL CORP883 shares0.34%2026-03-312026-05-14

T AT&T INC1.3K shares0.32%2026-03-312026-05-14

PSMO PACER FDS TR1.2K shares0.00%2026-03-312026-05-14

EMN EASTMAN CHEM CO474 shares0.00%2026-03-312026-05-14

VCR VANGUARD WORLD FD100 shares0.00%2026-03-312026-05-14

NUBD NUSHARES ETF TR1.6K shares291.42%2026-03-312026-05-14

ADI ANALOG DEVICES INC111 shares0.00%2026-03-312026-05-14

RIVN RIVIAN AUTOMOTIVE INC2.3K shares0.00%2026-03-312026-05-14

Sponsored

EME EMCOR GROUP INC47 shares0.00%2026-03-312026-05-14

STWD STARWOOD PPTY TR INC2.0K shares0.00%2026-03-312026-05-14

ARM ARM HOLDINGS PLC225 sharesnew addition2026-03-312026-05-14

VRT VERTIV HOLDINGS CO135 sharesnew addition2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F618 shares0.00%2026-03-312026-05-14

PALO ALTO NETWORKS INC CALL APR 170 PALO ALTO NETWORKS INC CALL APR 170200 sharesnew addition2026-03-312026-05-14

J JACOBS SOLUTIONS INC250 shares0.00%2026-03-312026-05-14

PYPL PAYPAL HLDGS INC700 shares0.00%2026-03-312026-05-14

Sponsored

BANC BANC OF CALIFORNIA INC1.8K shares0.00%2026-03-312026-05-14

CRH PLC CRH PLC300 shares0.00%2026-03-312026-05-14

VGSH VANGUARD SCOTTSDALE FDS537 shares0.00%2026-03-312026-05-14

MMM 3M CO215 sharesnew addition2026-03-312026-05-14

SCHX SCHWAB STRATEGIC TR1.2K shares0.00%2026-03-312026-05-14

D DOMINION ENERGY INC500 shares0.00%2026-03-312026-05-14

DECK DECKERS OUTDOOR CORP300 shares0.00%2026-03-312026-05-14

OTIS OTIS WORLDWIDE CORP375 shares0.00%2026-03-312026-05-14

Sponsored

IWB ISHARES TR81 shares0.00%2026-03-312026-05-14

DE DEERE & CO50 shares0.00%2026-03-312026-05-14

F FORD MTR CO2.4K sharesnew addition2026-03-312026-05-14

CRMD CORMEDIX INC4.0K shares-20.00%2026-03-312026-05-14

TEM TEMPUS AI INC600 shares0.00%2026-03-312026-05-14

DAL DELTA AIR LINES INC405 shares0.25%2026-03-312026-05-14

LH LABCORP HOLDINGS INC100 shares0.00%2026-03-312026-05-14

DHS WISDOMTREE TR244 shares0.00%2026-03-312026-05-14

Sponsored

IJJ ISHARES TR200 shares0.00%2026-03-312026-05-14

EMR EMERSON ELEC CO200 shares0.00%2026-03-312026-05-14

AL AIR LEASE CORP400 shares0.00%2026-03-312026-05-14

MDYG SPDR SERIES TRUST270 shares0.00%2026-03-312026-05-14

ADM ARCHER DANIELS MIDLAND CO355 shares0.00%2026-03-312026-05-14

AVGV AMERICAN CENTY ETF TR315 shares0.00%2026-03-312026-05-14

ARCC ARES CAPITAL CORP1.3K shares-72.46%2026-03-312026-05-14

XLK SELECT SECTOR SPDR TR180 shares0.00%2026-03-312026-05-14

Sponsored

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II684 shares0.00%2026-03-312026-05-14

DSMC ETF SER SOLUTIONS628 shares0.00%2026-03-312026-05-14

CBOE CBOE GLOBAL MKTS INC80 shares0.00%2026-03-312026-05-14

VCSH VANGUARD SCOTTSDALE FDS273 shares0.00%2026-03-312026-05-14

ULTA ULTA BEAUTY INC41 shares0.00%2026-03-312026-05-14

VDE VANGUARD WORLD FD122 shares0.00%2026-03-312026-05-14

CDW CDW CORP173 shares0.00%2026-03-312026-05-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW159 shares0.00%2026-03-312026-05-14

Sponsored

IXN ISHARES TR200 shares34.23%2026-03-312026-05-14

DFSD DIMENSIONAL ETF TRUST415 shares0.00%2026-03-312026-05-14

TFC TRUIST FINL CORP393 shares1.03%2026-03-312026-05-14

UAUG INNOVATOR ETFS TRUST455 shares0.00%2026-03-312026-05-14

APD AIR PRODUCTS AND CHEMICALS I61 shares0.00%2026-03-312026-05-14

ALGN ALIGN TECHNOLOGY INC100 shares-50.00%2026-03-312026-05-14

DFAR DIMENSIONAL ETF TRUST718 shares0.00%2026-03-312026-05-14

VXF VANGUARD INDEX FDS82 shares0.00%2026-03-312026-05-14

Sponsored

SIVR ABRDN SILVER ETF TRUST235 shares0.00%2026-03-312026-05-14

SE SEA LTD200 sharesnew addition2026-03-312026-05-14

GSAT GLOBALSTAR INC245 shares0.00%2026-03-312026-05-14

JOBY JOBY AVIATION INC2.0K shares14.22%2026-03-312026-05-14

NUSC NUSHARES ETF TR347 shares101.74%2026-03-312026-05-14

PL PLANET LABS PBC559 shares0.00%2026-03-312026-05-14

ROK ROCKWELL AUTOMATION INC41 shares0.00%2026-03-312026-05-14

VRTX VERTEX PHARMACEUTICALS INC32 shares0.00%2026-03-312026-05-14

Sponsored

CRSP CRISPR THERAPEUTICS AG300 shares0.00%2026-03-312026-05-14

SHLD GLOBAL X FDS199 shares0.00%2026-03-312026-05-14

HACK AMPLIFY ETF TR186 shares0.00%2026-03-312026-05-14

DGX QUEST DIAGNOSTICS INC70 shares0.00%2026-03-312026-05-14

WCC WESCO INTL INC50 shares-37.50%2026-03-312026-05-14

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC178 shares-25.83%2026-03-312026-05-14

PAYO PAYONEER GLOBAL INC2.8K shares-41.67%2026-03-312026-05-14

HUN HUNTSMAN CORP1.0K shares0.00%2026-03-312026-05-14

Sponsored

PLD PROLOGIS INC.100 shares0.00%2026-03-312026-05-14

CRWV COREWEAVE INC170 shares0.00%2026-03-312026-05-14

SCHE SCHWAB STRATEGIC TR394 shares0.00%2026-03-312026-05-14

KCE SPDR SERIES TRUST93 shares0.00%2026-03-312026-05-14

SPG SIMON PPTY GROUP INC NEW68 shares44.68%2026-03-312026-05-14

SNPS SYNOPSYS INC32 shares0.00%2026-03-312026-05-14

MLM MARTIN MARIETTA MATLS INC20 shares0.00%2026-03-312026-05-14

FIG FIGMA INC560 shares0.00%2026-03-312026-05-14

Sponsored

XLU SELECT SECTOR SPDR TR252 shares0.80%2026-03-312026-05-14

VGSR MANAGER DIRECTED PORTFOLIOS1.1K shares93.49%2026-03-312026-05-14

DFCF DIMENSIONAL ETF TRUST253 shares0.00%2026-03-312026-05-14

DFIP DIMENSIONAL ETF TRUST255 shares0.00%2026-03-312026-05-14

IVE ISHARES TR50 shares21.95%2026-03-312026-05-14

SOUN SOUNDHOUND AI INC1.5K shares0.00%2026-03-312026-05-14

SCHA SCHWAB STRATEGIC TR348 shares0.00%2026-03-312026-05-14

TGT TARGET CORP82 shares1.23%2026-03-312026-05-14

Sponsored

BIL SPDR SERIES TRUST108 sharesnew addition2026-03-312026-05-14

MPC MARATHON PETE CORP40 shares0.00%2026-03-312026-05-14

KIE SPDR SERIES TRUST177 shares0.57%2026-03-312026-05-14

OUSTER INC OUSTER INC511 shares0.00%2026-03-312026-05-14

ARE ALEXANDRIA REAL ESTATE EQ IN200 shares-74.36%2026-03-312026-05-14

MELI MERCADOLIBRE INC5 shares0.00%2026-03-312026-05-14

SPYX SPDR SERIES TRUST143 shares0.00%2026-03-312026-05-14

NLOP NET LEASE OFFICE PROPERTIES650 shares-18.03%2026-03-312026-05-14

Sponsored

NVO NOVO-NORDISK A S200 sharesnew addition2026-03-312026-05-14

SPTS SPDR SERIES TRUST251 shares0.00%2026-03-312026-05-14

APA CORPORATION APA CORPORATION169 sharesnew addition2026-03-312026-05-14

PH PARKER-HANNIFIN CORP8 shares0.00%2026-03-312026-05-14

SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC312 sharesnew addition2026-03-312026-05-14

SHW SHERWIN WILLIAMS CO22 shares0.00%2026-03-312026-05-14

ZS ZSCALER INC50 shares0.00%2026-03-312026-05-14

SRE SEMPRA72 shares0.00%2026-03-312026-05-14

Sponsored

ELV ELEVANCE HEALTH INC FORMERLY23 shares0.00%2026-03-312026-05-14

SCHW SCHWAB CHARLES CORP71 shares42.00%2026-03-312026-05-14

XBI SPDR SERIES TRUST50 shares0.00%2026-03-312026-05-14

QS QUANTUMSCAPE CORP1.0K shares0.00%2026-03-312026-05-14

OKLO OKLO INC128 shares0.00%2026-03-312026-05-14

SPTM SPDR SERIES TRUST80 shares0.00%2026-03-312026-05-14

ELF E L F BEAUTY INC100 shares0.00%2026-03-312026-05-14

GM GENERAL MTRS CO81 shares0.00%2026-03-312026-05-14

Sponsored

IONS IONIS PHARMACEUTICALS INC80 shares0.00%2026-03-312026-05-14

BIDU BAIDU INC52 shares0.00%2026-03-312026-05-14

CBRE CBRE GROUP INC42 shares0.00%2026-03-312026-05-14

TT TRANE TECHNOLOGIES PLC13 shares0.00%2026-03-312026-05-14

AVES AMERICAN CENTY ETF TR90 shares0.00%2026-03-312026-05-14

LULU LULULEMON ATHLETICA INC35 shares0.00%2026-03-312026-05-14

TM TOYOTA MOTOR CORP26 shares0.00%2026-03-312026-05-14

XLB SELECT SECTOR SPDR TR107 shares0.00%2026-03-312026-05-14

Sponsored

IYT ISHARES TR71 shares0.00%2026-03-312026-05-14

XLV SELECT SECTOR SPDR TR36 shares0.00%2026-03-312026-05-14

KRE SPDR SERIES TRUST78 shares1.30%2026-03-312026-05-14

VGK VANGUARD INTL EQUITY INDEX F60 shares0.00%2026-03-312026-05-14

IYR ISHARES TR52 shares0.00%2026-03-312026-05-14

STIP ISHARES TR47 shares-17.54%2026-03-312026-05-14

SPOT SPOTIFY TECHNOLOGY S A10 sharesnew addition2026-03-312026-05-14

CMCSA COMCAST CORP NEW164 shares0.00%2026-03-312026-05-14

Sponsored

IEMG ISHARES INC67 shares31.37%2026-03-312026-05-14

COIN COINBASE GLOBAL INC25 shares0.00%2026-03-312026-05-14

AVNM AMERICAN CENTY ETF TR57 shares0.00%2026-03-312026-05-14

XTJL INNOVATOR ETFS TRUST112 shares0.00%2026-03-312026-05-14

PFE PFIZER INC150 shares0.00%2026-03-312026-05-14

ORCL ORACLE CORP28 shares-85.49%2026-03-312026-05-14

XTJA INNOVATOR ETFS TRUST135 shares0.00%2026-03-312026-05-14

CSGP COSTAR GROUP INC100 shares0.00%2026-03-312026-05-14

Sponsored

MIDD MIDDLEBY CORP30 shares0.00%2026-03-312026-05-14

HRI HERC HLDGS INC40 shares-55.06%2026-03-312026-05-14

PII POLARIS INC69 shares0.00%2026-03-312026-05-14

RIG TRANSOCEAN LTD560 shares0.00%2026-03-312026-05-14

NTR NUTRIEN LTD49 shares0.00%2026-03-312026-05-14

EIX EDISON INTL50 shares0.00%2026-03-312026-05-14

BLV VANGUARD BD INDEX FDS52 shares0.00%2026-03-312026-05-14

OMC OMNICOM GROUP INC44 shares0.00%2026-03-312026-05-14

Sponsored

LYV LIVE NATION ENTERTAINMENT IN20 shares0.00%2026-03-312026-05-14

IXUS ISHARES TR32 shares0.00%2026-03-312026-05-14

RCL ROYAL CARIBBEAN GROUP10 shares0.00%2026-03-312026-05-14

ECL ECOLAB INC10 shares0.00%2026-03-312026-05-14

MNST MONSTER BEVERAGE CORP NEW35 shares0.00%2026-03-312026-05-14

IBKR INTERACTIVE BROKERS GROUP IN36 shares0.00%2026-03-312026-05-14

EFA ISHARES TR24 shares0.00%2026-03-312026-05-14

SLYG SPDR SERIES TRUST24 shares0.00%2026-03-312026-05-14

Sponsored

ACHR ARCHER AVIATION INC440 shares36.22%2026-03-312026-05-14

GEMI GEMINI SPACE STA INC510 shares0.00%2026-03-312026-05-14

SMR NUSCALE PWR CORP197 shares10.06%2026-03-312026-05-14

BXP BXP INC41 shares2.50%2026-03-312026-05-14

WRD WERIDE INC254 shares0.00%2026-03-312026-05-14

IVW ISHARES TR17 sharesnew addition2026-03-312026-05-14

ABNB AIRBNB INC15 shares0.00%2026-03-312026-05-14

XTL SPDR SERIES TRUST10 shares150.00%2026-03-312026-05-14

Sponsored

FG F&G ANNUITIES & LIFE INC73 shares0.00%2026-03-312026-05-14

MBLY MOBILEYE GLOBAL INC258 shares0.00%2026-03-312026-05-14

CMG CHIPOTLE MEXICAN GRILL INC50 shares0.00%2026-03-312026-05-14

DYNF BLACKROCK ETF TRUST27 sharesnew addition2026-03-312026-05-14

BND VANGUARD BD INDEX FDS20 shares-95.33%2026-03-312026-05-14

XME SPDR SERIES TRUST13 shares-53.57%2026-03-312026-05-14

CTRA COTERRA ENERGY INC41 shares0.00%2026-03-312026-05-14

IWP ISHARES TR11 shares0.00%2026-03-312026-05-14

Sponsored

VPU VANGUARD WORLD FD7 shares16.67%2026-03-312026-05-14

LHX L3HARRIS TECHNOLOGIES INC4 shares0.00%2026-03-312026-05-14

TYL TYLER TECHNOLOGIES INC4 shares0.00%2026-03-312026-05-14

MOAT VANECK ETF TRUST14 shares0.00%2026-03-312026-05-14

SO SOUTHERN CO14 shares0.00%2026-03-312026-05-14

ROCKET LAB CORP ROCKET LAB CORP21 shares0.00%2026-03-312026-05-14

OC OWENS CORNING NEW12 shares0.00%2026-03-312026-05-14

EFV ISHARES TR17 sharesnew addition2026-03-312026-05-14

Sponsored

MAS MASCO CORP20 shares0.00%2026-03-312026-05-14

QNITY ELECTRONICS INC QNITY ELECTRONICS INC10 shares0.00%2026-03-312026-05-14

AVUQ AMERICAN CENTY ETF TR20 shares0.00%2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC4 shares0.00%2026-03-312026-05-14

FTRE FORTREA HLDGS INC100 shares0.00%2026-03-312026-05-14

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC20 shares0.00%2026-03-312026-05-14

EVRG EVERGY INC10 shares0.00%2026-03-312026-05-14

SCI SERVICE CORP INTL9 shares0.00%2026-03-312026-05-14

Sponsored

PNW PINNACLE WEST CAP CORP7 shares0.00%2026-03-312026-05-14

CMS CMS ENERGY CORP9 shares0.00%2026-03-312026-05-14

BKR BAKER HUGHES COMPANY11 shares0.00%2026-03-312026-05-14

MAR MARRIOTT INTL INC NEW2 shares0.00%2026-03-312026-05-14

THRO BLACKROCK ETF TRUST18 sharesnew addition2026-03-312026-05-14

WM WASTE MGMT INC DEL2 shares0.00%2026-03-312026-05-14

SBUX STARBUCKS CORP5 shares-95.33%2026-03-312026-05-14

ITA ISHARES TR2 sharesnew addition2026-03-312026-05-14

Sponsored

BAI BLACKROCK ETF TRUST9 sharesnew addition2026-03-312026-05-14

GEHC GE HEALTHCARE TECHNOLOGIES I4 sharesnew addition2026-03-312026-05-14

WAB WABTEC1 sharesnew addition2026-03-312026-05-14

VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC6 sharesnew addition2026-03-312026-05-14

NAIL DIREXION SHARES ETF TRUST5 shares0.00%2026-03-312026-05-14

TEAM INC TEAM INC10 sharesnew addition2026-03-312026-05-14

FTEK FUEL TECH INC100 sharesnew addition2026-03-312026-05-14

AB ALLIANCEBERNSTEIN HLDG L P2 shares-50.00%2026-03-312026-05-14

Sponsored

RBLX ROBLOX CORP1 shares0.00%2026-03-312026-05-14

EFSC ENTERPRISE FINL SVCS CORP1 shares0.00%2026-03-312026-05-14

SGOV

ISHARES TR

-1.59%

Shares352.8K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

-0.33%

Shares36.7K

Event2026-03-31

Filed2026-05-14

JAAA

JANUS DETROIT STR TR

9.28%

Shares467.9K

Event2026-03-31

Filed2026-05-14

AVUS

AMERICAN CENTY ETF TR

3.37%

Shares132.2K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

-0.12%

Shares44.9K

Event2026-03-31

Filed2026-05-14

DSTL

ETF SER SOLUTIONS

-1.42%

Shares178.3K

Event2026-03-31

Filed2026-05-14

VIG

VANGUARD SPECIALIZED FUNDS

-9.81%

Shares38.2K

Event2026-03-31

Filed2026-05-14

AVDE

AMERICAN CENTY ETF TR

52.23%

Shares82.8K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-2.44%

Shares22.2K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

-4.97%

Shares27.1K

Event2026-03-31

Filed2026-05-14

INVESCO EXCHANGE TRADED FD T

7.55%

Shares29.0K

Event2026-03-31

Filed2026-05-14

AVUV

AMERICAN CENTY ETF TR

7.13%

Shares48.6K

Event2026-03-31

Filed2026-05-14

ISRG

INTUITIVE SURGICAL INC

-0.33%

Shares9.1K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

0.20%

Shares10.9K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

-2.44%

Shares21.5K

Event2026-03-31

Filed2026-05-14

DFAC

DIMENSIONAL ETF TRUST

-0.25%

Shares95.2K

Event2026-03-31

Filed2026-05-14

VYM

VANGUARD WHITEHALL FDS

-5.60%

Shares24.1K

Event2026-03-31

Filed2026-05-14

SCHD

SCHWAB STRATEGIC TR

-4.64%

Shares112.5K

Event2026-03-31

Filed2026-05-14

AVLV

AMERICAN CENTY ETF TR

6.05%

Shares39.0K

Event2026-03-31

Filed2026-05-14

PLTR

PALANTIR TECHNOLOGIES INC

-2.75%

Shares21.2K

Event2026-03-31

Filed2026-05-14

AVDV

AMERICAN CENTY ETF TR

12.39%

Shares25.3K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-0.76%

Shares8.7K

Event2026-03-31

Filed2026-05-14

ORLY

OREILLY AUTOMOTIVE INC

-0.37%

Shares26.8K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

-0.62%

Shares8.0K

Event2026-03-31

Filed2026-05-14

COST

COSTCO WHOLESALE CORPORATION

0.21%

Shares2.3K

Event2026-03-31

Filed2026-05-14

IJH

ISHARES TR

-7.11%

Shares26.8K

Event2026-03-31

Filed2026-05-14

ABBV

ABBVIE INC

-10.28%

Shares8.1K

Event2026-03-31

Filed2026-05-14

VNQ

VANGUARD INDEX FDS

3.91%

Shares19.8K

Event2026-03-31

Filed2026-05-14

PJAN

INNOVATOR ETFS TRUST

0.43%

Shares36.9K

Event2026-03-31

Filed2026-05-14

EATON CORP PLC

-1.52%

Shares4.5K

Event2026-03-31

Filed2026-05-14

PAUG

INNOVATOR ETFS TRUST

-0.96%

Shares34.9K

Event2026-03-31

Filed2026-05-14

BLOOM ENERGY CORP

-11.57%

Shares10.7K

Event2026-03-31

Filed2026-05-14

XBAP

INNOVATOR ETFS TRUST

-4.10%

Shares36.8K

Event2026-03-31

Filed2026-05-14

VEEV

VEEVA SYS INC

-0.86%

Shares8.1K

Event2026-03-31

Filed2026-05-14

QCOM

QUALCOMM INC

-1.78%

Shares10.6K

Event2026-03-31

Filed2026-05-14

LLY

ELI LILLY & CO

-4.43%

Shares1.4K

Event2026-03-31

Filed2026-05-14

MORGAN STANLEY

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-14

AVIG

AMERICAN CENTY ETF TR

40.04%

Shares30.0K

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-14

RTX

RTX CORPORATION

0.44%

Shares6.4K

Event2026-03-31

Filed2026-05-14

POCT

INNOVATOR ETFS TRUST

-0.18%

Shares27.4K

Event2026-03-31

Filed2026-05-14

AMD

ADVANCED MICRO DEVICES INC

-5.07%

Shares5.7K

Event2026-03-31

Filed2026-05-14

NFLX

NETFLIX INC.

-6.57%

Shares12.1K

Event2026-03-31

Filed2026-05-14

FTNT

FORTINET INC

-5.51%

Shares13.7K

Event2026-03-31

Filed2026-05-14

SPSB

SPDR SERIES TRUST

-2.33%

Shares37.1K

Event2026-03-31

Filed2026-05-14

VISA INC

-4.16%

Shares3.6K

Event2026-03-31

Filed2026-05-14

AVEM

AMERICAN CENTY ETF TR

28.70%

Shares12.7K

Event2026-03-31

Filed2026-05-14

FSLR

FIRST SOLAR INC

-0.58%

Shares5.2K

Event2026-03-31

Filed2026-05-14

IJR

ISHARES TR

0.00%

Shares7.8K

Event2026-03-31

Filed2026-05-14

MERCK & CO INC

-1.30%

Shares7.9K

Event2026-03-31

Filed2026-05-14

ALNY

ALNYLAM PHARMACEUTICALS INC

-3.77%

Shares2.9K

Event2026-03-31

Filed2026-05-14

BAC

BANK AMERICA CORP

-4.00%

Shares19.1K

Event2026-03-31

Filed2026-05-14

BLACKROCK INC

-4.02%

Shares954

Event2026-03-31

Filed2026-05-14

PNOV

INNOVATOR ETFS TRUST

-0.11%

Shares22.4K

Event2026-03-31

Filed2026-05-14

PJUL

INNOVATOR ETFS TRUST

6.33%

Shares19.8K

Event2026-03-31

Filed2026-05-14

PDEC

INNOVATOR ETFS TRUST

-0.02%

Shares21.0K

Event2026-03-31

Filed2026-05-14

COF

CAPITAL ONE FINL CORP

6.17%

Shares4.7K

Event2026-03-31

Filed2026-05-14

QQQM

INVESCO EXCH TRADED FD TR II

15.93%

Shares3.6K

Event2026-03-31

Filed2026-05-14

PFEB

INNOVATOR ETFS TRUST

-3.14%

Shares20.6K

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

-11.07%

Shares2.5K

Event2026-03-31

Filed2026-05-14

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-14

DFSU

DIMENSIONAL ETF TRUST

-16.17%

Shares18.6K

Event2026-03-31

Filed2026-05-14

UBER

UBER TECHNOLOGIES INC

-2.33%

Shares10.5K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

PMAR

INNOVATOR ETFS TRUST

3.80%

Shares16.3K

Event2026-03-31

Filed2026-05-14

AMGN

AMGEN INC

-0.48%

Shares2.1K

Event2026-03-31

Filed2026-05-14

SPYM

SPDR SERIES TRUST

209.09%

Shares9.0K

Event2026-03-31

Filed2026-05-14

CRM

SALESFORCE INC

-5.15%

Shares3.7K

Event2026-03-31

Filed2026-05-14

AVSU

AMERICAN CENTY ETF TR

0.71%

Shares9.2K

Event2026-03-31

Filed2026-05-14

HOME DEPOT INC

-0.51%

Shares1.9K

Event2026-03-31

Filed2026-05-14

TMUS

T-MOBILE US INC

-11.82%

Shares2.9K

Event2026-03-31

Filed2026-05-14

ARISTA NETWORKS INC

-11.20%

Shares4.9K

Event2026-03-31

Filed2026-05-14

USB

US BANCORP

0.00%

Shares11.1K

Event2026-03-31

Filed2026-05-14

PJUN

INNOVATOR ETFS TRUST

0.00%

Shares13.8K

Event2026-03-31

Filed2026-05-14

PAPR

INNOVATOR ETFS TRUST

-3.41%

Shares14.1K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

0.11%

Shares1.8K

Event2026-03-31

Filed2026-05-14

EXPE

EXPEDIA GROUP INC

-2.47%

Shares2.4K

Event2026-03-31

Filed2026-05-14

RMD

RESMED INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-14

DELL

DELL TECHNOLOGIES INC

-4.02%

Shares3.1K

Event2026-03-31

Filed2026-05-14

BJAN

INNOVATOR ETFS TRUST

0.00%

Shares9.7K

Event2026-03-31

Filed2026-05-14

CME

CME GROUP INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-14

CAT

CATERPILLAR INC

0.00%

Shares705

Event2026-03-31

Filed2026-05-14

PMAY

INNOVATOR ETFS TRUST

0.00%

Shares12.1K

Event2026-03-31

Filed2026-05-14

XBJL

INNOVATOR ETFS TRUST

-3.87%

Shares12.4K

Event2026-03-31

Filed2026-05-14

LMT

LOCKHEED MARTIN CORP

7.59%

Shares780

Event2026-03-31

Filed2026-05-14

ARLO

ARLO TECHNOLOGIES INC

-4.67%

Shares32.7K

Event2026-03-31

Filed2026-05-14

MCD

MCDONALDS CORP

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-14

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares9.2K

Event2026-03-31

Filed2026-05-14

VTV

VANGUARD INDEX FDS

34.34%

Shares2.2K

Event2026-03-31

Filed2026-05-14

MARVELL TECHNOLOGY INC

-4.35%

Shares4.4K

Event2026-03-31

Filed2026-05-14

IWF

ISHARES TR

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-14

PHILIP MORRIS INTL INC

0.23%

Shares2.6K

Event2026-03-31

Filed2026-05-14

TTD

THE TRADE DESK INC

-5.95%

Shares19.0K

Event2026-03-31

Filed2026-05-14

BOEING CO

2.39%

Shares2.1K

Event2026-03-31

Filed2026-05-14

GLD

SPDR GOLD TR

22.50%

Shares980

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

-8.84%

Shares877

Event2026-03-31

Filed2026-05-14

BKNG

BOOKING HOLDINGS INC

190.91%

Shares96

Event2026-03-31

Filed2026-05-14

TJX

TJX COS INC NEW

-0.40%

Shares2.5K

Event2026-03-31

Filed2026-05-14

BMAY

INNOVATOR ETFS TRUST

0.00%

Shares8.7K

Event2026-03-31

Filed2026-05-14

BMAR

INNOVATOR ETFS TRUST

0.00%

Shares7.4K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-14

PSEP

INNOVATOR ETFS TRUST

-4.64%

Shares8.7K

Event2026-03-31

Filed2026-05-14

CWB

SPDR SERIES TRUST

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-14

FOUR

SHIFT4 PMTS INC

-3.69%

Shares8.1K

Event2026-03-31

Filed2026-05-14

SCCO

SOUTHERN COPPER CORP

0.81%

Shares2.0K

Event2026-03-31

Filed2026-05-14

NU HLDGS LTD

-4.18%

Shares22.9K

Event2026-03-31

Filed2026-05-14

IBHH

ISHARES TR

0.00%

Shares14.0K

Event2026-03-31

Filed2026-05-14

DVY

ISHARES TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-14

IBHF

ISHARES TR

0.00%

Shares14.0K

Event2026-03-31

Filed2026-05-14

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares468

Event2026-03-31

Filed2026-05-14

EQWL

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-14

JPST

J P MORGAN EXCHANGE TRADED F

0.02%

Shares6.2K

Event2026-03-31

Filed2026-05-14

SPMD

SPDR SERIES TRUST

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-14

IBHG

ISHARES TR

0.00%

Shares14.0K

Event2026-03-31

Filed2026-05-14

ZETA

ZETA GLOBAL HOLDINGS CORP

-7.32%

Shares19.0K

Event2026-03-31

Filed2026-05-14

MGC

VANGUARD WORLD FD

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

META

META PLATFORMS INC

13.57%

Shares519

Event2026-03-31

Filed2026-05-14

IWD

ISHARES TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

CFG

CITIZENS FINL GROUP INC

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-14

SCHB

SCHWAB STRATEGIC TR

0.31%

Shares10.6K

Event2026-03-31

Filed2026-05-14

BFEB

INNOVATOR ETFS TRUST

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-14

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-14

SYF

SYNCHRONY FINANCIAL

-8.47%

Shares3.8K

Event2026-03-31

Filed2026-05-14

AXP

AMERICAN EXPRESS CO

-10.64%

Shares840

Event2026-03-31

Filed2026-05-14

SLV

ISHARES SILVER TR

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-14

JBBB

JANUS DETROIT STR TR

-36.97%

Shares5.4K

Event2026-03-31

Filed2026-05-14

DFSI

DIMENSIONAL ETF TRUST

-17.78%

Shares5.7K

Event2026-03-31

Filed2026-05-14

XBJA

INNOVATOR ETFS TRUST

2.65%

Shares7.8K

Event2026-03-31

Filed2026-05-14

HALO

HALOZYME THERAPEUTICS INC

-2.60%

Shares3.8K

Event2026-03-31

Filed2026-05-14

HON

HONEYWELL INTL INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

MTUM

ISHARES TR

-9.97%

Shares993

Event2026-03-31

Filed2026-05-14

SUSB

ISHARES TR

6.26%

Shares9.5K

Event2026-03-31

Filed2026-05-14

ADBE

ADOBE INC

-48.68%

Shares970

Event2026-03-31

Filed2026-05-14

GOLDMAN SACHS GROUP INC

-4.84%

Shares275

Event2026-03-31

Filed2026-05-14

INTUITIVE SURGICAL INC CALL APR 510

New

Shares500

Event2026-03-31

Filed2026-05-14

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares374

Event2026-03-31

Filed2026-05-14

XLF

SELECT SECTOR SPDR TR

0.02%

Shares4.6K

Event2026-03-31

Filed2026-05-14

WFC

WELLS FARGO & CO

-0.03%

Shares2.9K

Event2026-03-31

Filed2026-05-14

TDY

TELEDYNE TECHNOLOGIES INC

0.00%

Shares375

Event2026-03-31

Filed2026-05-14

BDEC

INNOVATOR ETFS TRUST

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-14

VOT

VANGUARD INDEX FDS

0.00%

Shares870

Event2026-03-31

Filed2026-05-14

PEP

PEPSICO INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-14

XBOC

INNOVATOR ETFS TRUST

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-14

REALTY INCOME CORP

-27.66%

Shares3.4K

Event2026-03-31

Filed2026-05-14

PROCTER & GAMBLE CO

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-14

ABT

ABBOTT LABORATORIES

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-14

MGK

VANGUARD WORLD FD

0.19%

Shares530

Event2026-03-31

Filed2026-05-14

ASML

ASML HLDG NV

0.00%

Shares147

Event2026-03-31

Filed2026-05-14

CIEN

CIENA CORP

0.00%

Shares497

Event2026-03-31

Filed2026-05-14

NEE

NEXTERA ENERGY INC

0.10%

Shares2.1K

Event2026-03-31

Filed2026-05-14

QUAL

ISHARES TR

0.60%

Shares1.0K

Event2026-03-31

Filed2026-05-14

NOW

SERVICENOW INC

1.67%

Shares1.8K

Event2026-03-31

Filed2026-05-14

VONG

VANGUARD SCOTTSDALE FDS

New

Shares1.7K

Event2026-03-31

Filed2026-05-14

ENERGY TRANSFER L P

1.75%

Shares9.5K

Event2026-03-31

Filed2026-05-14

CURTISS WRIGHT CORP

3.88%

Shares268

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

0.00%

Shares619

Event2026-03-31

Filed2026-05-14

SPDW

SPDR INDEX SHS FDS

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-14

UJAN

INNOVATOR ETFS TRUST

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-14

AVSD

AMERICAN CENTY ETF TR

0.53%

Shares2.3K

Event2026-03-31

Filed2026-05-14

IAUM

ISHARES GOLD TR

44.09%

Shares3.5K

Event2026-03-31

Filed2026-05-14

KLAC

KLA CORP

0.00%

Shares111

Event2026-03-31

Filed2026-05-14

MASTERCARD INCORPORATED

-9.44%

Shares326

Event2026-03-31

Filed2026-05-14

CCL

CARNIVAL CORP

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-14

LAM RESEARCH CORP

78.50%

Shares714

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-14

BJUL

INNOVATOR ETFS TRUST

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-14

FABRINET

0.00%

Shares282

Event2026-03-31

Filed2026-05-14

FALN

ISHARES TR

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-14

NULG

NUSHARES ETF TR

94.66%

Shares1.6K

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

DFAE

DIMENSIONAL ETF TRUST

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-14

VIK

VIKING HOLDINGS LTD

-4.99%

Shares1.9K

Event2026-03-31

Filed2026-05-14

BJUN

INNOVATOR ETFS TRUST

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-14

VHT

VANGUARD WORLD FD

0.00%

Shares500

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

0.00%

Shares519

Event2026-03-31

Filed2026-05-14

CMI

CUMMINS INC

0.00%

Shares247

Event2026-03-31

Filed2026-05-14

BAPR

INNOVATOR ETFS TRUST

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-14

REET

ISHARES TR

-6.23%

Shares5.2K

Event2026-03-31

Filed2026-05-14

WPC

WP CAREY INC

-72.86%

Shares1.9K

Event2026-03-31

Filed2026-05-14

ALTRIA GROUP INC

1.86%

Shares1.9K

Event2026-03-31

Filed2026-05-14

MCK

MCKESSON CORP

0.00%

Shares144

Event2026-03-31

Filed2026-05-14

TSLA

TESLA INC

40.34%

Shares334

Event2026-03-31

Filed2026-05-14

EDWARDS LIFESCIENCES CORP

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-14

WELL

WELLTOWER INC

3.06%

Shares606

Event2026-03-31

Filed2026-05-14

NULV

NUSHARES ETF TR

90.15%

Shares2.6K

Event2026-03-31

Filed2026-05-14

IBHI

ISHARES TR

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-14

GENERAL DYNAMICS CORP

0.00%

Shares336

Event2026-03-31

Filed2026-05-14

VBK

VANGUARD INDEX FDS

0.00%

Shares379

Event2026-03-31

Filed2026-05-14

CVX

CHEVRON CORPORATION

3.07%

Shares538

Event2026-03-31

Filed2026-05-14

NUDM

NUSHARES ETF TR

95.25%

Shares3.1K

Event2026-03-31

Filed2026-05-14

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-14

COWZ

PACER FDS TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-14

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-14

DFSB

DIMENSIONAL ETF TRUST

-10.90%

Shares2.0K

Event2026-03-31

Filed2026-05-14

AVGE

AMERICAN CENTY ETF TR

2.59%

Shares1.2K

Event2026-03-31

Filed2026-05-14

PINS

PINTEREST INC

-41.84%

Shares5.7K

Event2026-03-31

Filed2026-05-14

VERIZON COMMUNICATIONS INC

-33.12%

Shares2.0K

Event2026-03-31

Filed2026-05-14

CITIGROUP INC

-4.31%

Shares887

Event2026-03-31

Filed2026-05-14

SHOP

SHOPIFY INC

-5.83%

Shares840

Event2026-03-31

Filed2026-05-14

DFAI

DIMENSIONAL ETF TRUST

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-14

AWK

AMERICAN WTR WKS CO INC NEW

0.00%

Shares700

Event2026-03-31

Filed2026-05-14

IJS

ISHARES TR

0.00%

Shares804

Event2026-03-31

Filed2026-05-14

PINNACLE FINL PARTNERS INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-14

ISHARES GOLD TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

BLACKSTONE INC

0.00%

Shares800

Event2026-03-31

Filed2026-05-14

UNF

UNIFIRST CORP MASS

-41.19%

Shares357

Event2026-03-31

Filed2026-05-14

CSCO

CISCO SYS INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

DFAX

DIMENSIONAL ETF TRUST

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-14

GE AEROSPACE

-0.97%

Shares307

Event2026-03-31

Filed2026-05-14

COLGATE PALMOLIVE CO

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-14

ITOT

ISHARES TR

22.46%

Shares578

Event2026-03-31

Filed2026-05-14

DFSE

DIMENSIONAL ETF TRUST

-18.74%

Shares1.9K

Event2026-03-31

Filed2026-05-14

IBDR

ISHARES TR

New

Shares3.3K

Event2026-03-31

Filed2026-05-14

IBDS

ISHARES TR

New

Shares3.3K

Event2026-03-31

Filed2026-05-14

BMY

BRISTOL-MYERS SQUIBB CO

-16.13%

Shares1.3K

Event2026-03-31

Filed2026-05-14

IBHJ

ISHARES TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-14

TER

TERADYNE INC

-22.06%

Shares265

Event2026-03-31

Filed2026-05-14

IEX

IDEX CORP

0.00%

Shares413

Event2026-03-31

Filed2026-05-14

SOFI

SOFI TECHNOLOGIES INC

6.52%

Shares4.9K

Event2026-03-31

Filed2026-05-14

COCA COLA CO

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-14

GEV

GE VERNOVA INC

-2.22%

Shares88

Event2026-03-31

Filed2026-05-14

KROGER CO

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

NVS

NOVARTIS AG

0.00%

Shares500

Event2026-03-31

Filed2026-05-14

IBHK

ISHARES TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-14

ONON

ON HLDG AG

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-14

PKG

PACKAGING CORP AMER

0.00%

Shares346

Event2026-03-31

Filed2026-05-14

PPA

INVESCO EXCHANGE TRADED FD T

-2.25%

Shares435

Event2026-03-31

Filed2026-05-14

ALB

ALBEMARLE CORP

0.00%

Shares400

Event2026-03-31

Filed2026-05-14

TRMB

TRIMBLE INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

IEFA

ISHARES TR

492.37%

Shares776

Event2026-03-31

Filed2026-05-14

SNA

SNAP ON INC

0.00%

Shares192

Event2026-03-31

Filed2026-05-14

UPST

UPSTART HLDGS INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-14

PANW

PALO ALTO NETWORKS INC

-9.15%

Shares417

Event2026-03-31

Filed2026-05-14

PROFESIONALLY MANAGED PORTFO

-10.07%

Shares1.3K

Event2026-03-31

Filed2026-05-14

ALCOA CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-14

TOST

TOAST INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares195

Event2026-03-31

Filed2026-05-14

ONEY

SPDR SERIES TRUST

0.00%

Shares546

Event2026-03-31

Filed2026-05-14

USMV

ISHARES TR

0.00%

Shares700

Event2026-03-31

Filed2026-05-14

LAM RESEARCH CORP CALL APR 230

New

Shares300

Event2026-03-31

Filed2026-05-14

NKE

NIKE INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-14

VUG

VANGUARD INDEX FDS

3.57%

Shares145

Event2026-03-31

Filed2026-05-14

OEF

ISHARES TR

2.05%

Shares199

Event2026-03-31

Filed2026-05-14

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares242

Event2026-03-31

Filed2026-05-14

CSX

CSX CORP

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-14

XYL

XYLEM INC

0.00%

Shares522

Event2026-03-31

Filed2026-05-14

VGT

VANGUARD WORLD FD

0.00%

Shares89

Event2026-03-31

Filed2026-05-14

APOLLO GLOBAL MGMT INC

-6.78%

Shares550

Event2026-03-31

Filed2026-05-14

RMBS

RAMBUS INC DEL

0.00%

Shares703

Event2026-03-31

Filed2026-05-14

VIGI

VANGUARD WHITEHALL FDS

3.68%

Shares676

Event2026-03-31

Filed2026-05-14

FNF

FIDELITY NATL FINL INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-14

AON PLC

0.00%

Shares176

Event2026-03-31

Filed2026-05-14

VCIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares677

Event2026-03-31

Filed2026-05-14

SPSM

SPDR SERIES TRUST

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

0.00%

Shares182

Event2026-03-31

Filed2026-05-14

MEDTRONIC PLC

0.00%

Shares619

Event2026-03-31

Filed2026-05-14

BRO

BROWN & BROWN INC

0.00%

Shares807

Event2026-03-31

Filed2026-05-14

BSEP

INNOVATOR ETFS TRUST

-13.65%

Shares1.1K

Event2026-03-31

Filed2026-05-14

DIS

DISNEY WALT CO

0.00%

Shares534

Event2026-03-31

Filed2026-05-14

DFAU

DIMENSIONAL ETF TRUST

-4.40%

Shares1.1K

Event2026-03-31

Filed2026-05-14

XLI

SELECT SECTOR SPDR TR

0.00%

Shares302

Event2026-03-31

Filed2026-05-14

DOV

DOVER CORP

0.00%

Shares231

Event2026-03-31

Filed2026-05-14

NSC

NORFOLK SOUTHN CORP

0.60%

Shares168

Event2026-03-31

Filed2026-05-14

BSV

VANGUARD BD INDEX FDS

-1.80%

Shares599

Event2026-03-31

Filed2026-05-14

ORKA

ORUKA THERAPEUTICS INC

New

Shares953

Event2026-03-31

Filed2026-05-14

LOW

LOWES COS INC

0.00%

Shares197

Event2026-03-31

Filed2026-05-14

MCHP

MICROCHIP TECHNOLOGY INC.

0.00%

Shares718

Event2026-03-31

Filed2026-05-14

NUEM

NUSHARES ETF TR

101.44%

Shares1.3K

Event2026-03-31

Filed2026-05-14

WTRG

ESSENTIAL UTILS INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

SENTINELONE INC

-16.67%

Shares3.5K

Event2026-03-31

Filed2026-05-14

BANK NEW YORK MELLON CORP

0.00%

Shares380

Event2026-03-31

Filed2026-05-14

LUMN

LUMEN TECHNOLOGIES INC

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-14

AVSE

AMERICAN CENTY ETF TR

0.00%

Shares654

Event2026-03-31

Filed2026-05-14

VBR

VANGUARD INDEX FDS

0.00%

Shares196

Event2026-03-31

Filed2026-05-14

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares750

Event2026-03-31

Filed2026-05-14

RGTI

RIGETTI COMPUTING INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares63

Event2026-03-31

Filed2026-05-14

BNOV

INNOVATOR ETFS TRUST

0.00%

Shares940

Event2026-03-31

Filed2026-05-14

EBAY

EBAY INC.

0.00%

Shares442

Event2026-03-31

Filed2026-05-14

CRWD

CROWDSTRIKE HLDGS INC

-0.98%

Shares101

Event2026-03-31

Filed2026-05-14

INTC

INTEL CORP

0.34%

Shares883

Event2026-03-31

Filed2026-05-14

AT&T INC

0.32%

Shares1.3K

Event2026-03-31

Filed2026-05-14

PSMO

PACER FDS TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-14

EMN

EASTMAN CHEM CO

0.00%

Shares474

Event2026-03-31

Filed2026-05-14

VCR

VANGUARD WORLD FD

0.00%

Shares100

Event2026-03-31

Filed2026-05-14

NUBD

NUSHARES ETF TR

291.42%

Shares1.6K

Event2026-03-31

Filed2026-05-14

ADI

ANALOG DEVICES INC

0.00%

Shares111

Event2026-03-31

Filed2026-05-14

RIVN

RIVIAN AUTOMOTIVE INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-14

EME

EMCOR GROUP INC

0.00%

Shares47

Event2026-03-31

Filed2026-05-14

STWD

STARWOOD PPTY TR INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-14

ARM

ARM HOLDINGS PLC

New

Shares225

Event2026-03-31

Filed2026-05-14

VRT

VERTIV HOLDINGS CO

New

Shares135

Event2026-03-31

Filed2026-05-14

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares618

Event2026-03-31

Filed2026-05-14

PALO ALTO NETWORKS INC CALL APR 170

New

Shares200

Event2026-03-31

Filed2026-05-14

JACOBS SOLUTIONS INC

0.00%

Shares250

Event2026-03-31

Filed2026-05-14

PYPL

PAYPAL HLDGS INC

0.00%

Shares700

Event2026-03-31

Filed2026-05-14

BANC

BANC OF CALIFORNIA INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-14

CRH PLC

0.00%

Shares300

Event2026-03-31

Filed2026-05-14

VGSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares537

Event2026-03-31

Filed2026-05-14

MMM

3M CO

New

Shares215

Event2026-03-31

Filed2026-05-14

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-14

DOMINION ENERGY INC

0.00%

Shares500

Event2026-03-31

Filed2026-05-14

DECK

DECKERS OUTDOOR CORP

0.00%

Shares300

Event2026-03-31

Filed2026-05-14

OTIS

OTIS WORLDWIDE CORP

0.00%

Shares375

Event2026-03-31

Filed2026-05-14

IWB

ISHARES TR

0.00%

Shares81

Event2026-03-31

Filed2026-05-14

DEERE & CO

0.00%

Shares50

Event2026-03-31

Filed2026-05-14

FORD MTR CO

New

Shares2.4K

Event2026-03-31

Filed2026-05-14

CRMD

CORMEDIX INC

-20.00%

Shares4.0K

Event2026-03-31

Filed2026-05-14

TEM

TEMPUS AI INC

0.00%

Shares600

Event2026-03-31

Filed2026-05-14

DAL

DELTA AIR LINES INC

0.25%

Shares405

Event2026-03-31

Filed2026-05-14

LABCORP HOLDINGS INC

0.00%

Shares100

Event2026-03-31

Filed2026-05-14

DHS

WISDOMTREE TR

0.00%

Shares244

Event2026-03-31

Filed2026-05-14

IJJ

ISHARES TR

0.00%

Shares200

Event2026-03-31

Filed2026-05-14

EMR

EMERSON ELEC CO

0.00%

Shares200

Event2026-03-31

Filed2026-05-14

AIR LEASE CORP

0.00%

Shares400

Event2026-03-31

Filed2026-05-14

MDYG

SPDR SERIES TRUST

0.00%

Shares270

Event2026-03-31

Filed2026-05-14

ADM

ARCHER DANIELS MIDLAND CO

0.00%

Shares355

Event2026-03-31

Filed2026-05-14

AVGV

AMERICAN CENTY ETF TR

0.00%

Shares315

Event2026-03-31

Filed2026-05-14

ARCC

ARES CAPITAL CORP

-72.46%

Shares1.3K

Event2026-03-31

Filed2026-05-14

XLK

SELECT SECTOR SPDR TR

0.00%

Shares180

Event2026-03-31

Filed2026-05-14

INVESCO EXCH TRADED FD TR II

0.00%

Shares684

Event2026-03-31

Filed2026-05-14

DSMC

ETF SER SOLUTIONS

0.00%

Shares628

Event2026-03-31

Filed2026-05-14

CBOE

CBOE GLOBAL MKTS INC

0.00%

Shares80

Event2026-03-31

Filed2026-05-14

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares273

Event2026-03-31

Filed2026-05-14

ULTA

ULTA BEAUTY INC

0.00%

Shares41

Event2026-03-31

Filed2026-05-14

VDE

VANGUARD WORLD FD

0.00%

Shares122

Event2026-03-31

Filed2026-05-14

CDW

CDW CORP

0.00%

Shares173

Event2026-03-31

Filed2026-05-14

DUKE ENERGY CORP NEW

0.00%

Shares159

Event2026-03-31

Filed2026-05-14

IXN

ISHARES TR

34.23%

Shares200

Event2026-03-31

Filed2026-05-14

DFSD

DIMENSIONAL ETF TRUST

0.00%

Shares415

Event2026-03-31

Filed2026-05-14

TFC

TRUIST FINL CORP

1.03%

Shares393

Event2026-03-31

Filed2026-05-14

UAUG

INNOVATOR ETFS TRUST

0.00%

Shares455

Event2026-03-31

Filed2026-05-14

APD

AIR PRODUCTS AND CHEMICALS I

0.00%

Shares61

Event2026-03-31

Filed2026-05-14

ALGN

ALIGN TECHNOLOGY INC

-50.00%

Shares100

Event2026-03-31

Filed2026-05-14

DFAR

DIMENSIONAL ETF TRUST

0.00%

Shares718

Event2026-03-31

Filed2026-05-14

VXF

VANGUARD INDEX FDS

0.00%

Shares82

Event2026-03-31

Filed2026-05-14

SIVR

ABRDN SILVER ETF TRUST

0.00%

Shares235

Event2026-03-31

Filed2026-05-14

SEA LTD

New

Shares200

Event2026-03-31

Filed2026-05-14

GSAT

GLOBALSTAR INC

0.00%

Shares245

Event2026-03-31

Filed2026-05-14

JOBY

JOBY AVIATION INC

14.22%

Shares2.0K

Event2026-03-31

Filed2026-05-14

NUSC

NUSHARES ETF TR

101.74%

Shares347

Event2026-03-31

Filed2026-05-14

PLANET LABS PBC

0.00%

Shares559

Event2026-03-31

Filed2026-05-14

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares41

Event2026-03-31

Filed2026-05-14

VRTX

VERTEX PHARMACEUTICALS INC

0.00%

Shares32

Event2026-03-31

Filed2026-05-14

CRSP

CRISPR THERAPEUTICS AG

0.00%

Shares300

Event2026-03-31

Filed2026-05-14

SHLD

GLOBAL X FDS

0.00%

Shares199

Event2026-03-31

Filed2026-05-14

HACK

AMPLIFY ETF TR

0.00%

Shares186

Event2026-03-31

Filed2026-05-14

DGX

QUEST DIAGNOSTICS INC

0.00%

Shares70

Event2026-03-31

Filed2026-05-14

WCC

WESCO INTL INC

-37.50%

Shares50

Event2026-03-31

Filed2026-05-14

SOLSTICE ADVANCED MATLS INC

-25.83%

Shares178

Event2026-03-31

Filed2026-05-14

PAYO

PAYONEER GLOBAL INC

-41.67%

Shares2.8K

Event2026-03-31

Filed2026-05-14

HUN

HUNTSMAN CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-14

PLD

PROLOGIS INC.

0.00%

Shares100

Event2026-03-31

Filed2026-05-14

CRWV

COREWEAVE INC

0.00%

Shares170

Event2026-03-31

Filed2026-05-14

SCHE

SCHWAB STRATEGIC TR

0.00%

Shares394

Event2026-03-31

Filed2026-05-14

KCE

SPDR SERIES TRUST

0.00%

Shares93

Event2026-03-31

Filed2026-05-14

SPG

SIMON PPTY GROUP INC NEW

44.68%

Shares68

Event2026-03-31

Filed2026-05-14

SNPS

SYNOPSYS INC

0.00%

Shares32

Event2026-03-31

Filed2026-05-14

MLM

MARTIN MARIETTA MATLS INC

0.00%

Shares20

Event2026-03-31

Filed2026-05-14

FIG

FIGMA INC

0.00%

Shares560

Event2026-03-31

Filed2026-05-14

XLU

SELECT SECTOR SPDR TR

0.80%

Shares252

Event2026-03-31

Filed2026-05-14

VGSR

MANAGER DIRECTED PORTFOLIOS

93.49%

Shares1.1K

Event2026-03-31

Filed2026-05-14

DFCF

DIMENSIONAL ETF TRUST

0.00%

Shares253

Event2026-03-31

Filed2026-05-14

DFIP

DIMENSIONAL ETF TRUST

0.00%

Shares255

Event2026-03-31

Filed2026-05-14

IVE

ISHARES TR

21.95%

Shares50

Event2026-03-31

Filed2026-05-14

SOUN

SOUNDHOUND AI INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-14

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares348

Event2026-03-31

Filed2026-05-14

TGT

TARGET CORP

1.23%

Shares82

Event2026-03-31

Filed2026-05-14

BIL

SPDR SERIES TRUST

New

Shares108

Event2026-03-31

Filed2026-05-14

MPC

MARATHON PETE CORP

0.00%

Shares40

Event2026-03-31

Filed2026-05-14

KIE

SPDR SERIES TRUST

0.57%

Shares177

Event2026-03-31

Filed2026-05-14

OUSTER INC

0.00%

Shares511

Event2026-03-31

Filed2026-05-14

ARE

ALEXANDRIA REAL ESTATE EQ IN

-74.36%

Shares200

Event2026-03-31

Filed2026-05-14

MELI

MERCADOLIBRE INC

0.00%

Shares5

Event2026-03-31

Filed2026-05-14

SPYX

SPDR SERIES TRUST

0.00%

Shares143

Event2026-03-31

Filed2026-05-14

NLOP

NET LEASE OFFICE PROPERTIES

-18.03%

Shares650

Event2026-03-31

Filed2026-05-14

NVO

NOVO-NORDISK A S

New

Shares200

Event2026-03-31

Filed2026-05-14

SPTS

SPDR SERIES TRUST

0.00%

Shares251

Event2026-03-31

Filed2026-05-14

APA CORPORATION

New

Shares169

Event2026-03-31

Filed2026-05-14

PARKER-HANNIFIN CORP

0.00%

Shares8

Event2026-03-31

Filed2026-05-14

SUPER MICRO COMPUTER INC

New

Shares312

Event2026-03-31

Filed2026-05-14

SHW

SHERWIN WILLIAMS CO

0.00%

Shares22

Event2026-03-31

Filed2026-05-14

ZSCALER INC

0.00%

Shares50

Event2026-03-31

Filed2026-05-14

SRE

SEMPRA

0.00%

Shares72

Event2026-03-31

Filed2026-05-14

ELV

ELEVANCE HEALTH INC FORMERLY

0.00%

Shares23

Event2026-03-31

Filed2026-05-14

SCHW

SCHWAB CHARLES CORP

42.00%

Shares71

Event2026-03-31

Filed2026-05-14

XBI

SPDR SERIES TRUST

0.00%

Shares50

Event2026-03-31

Filed2026-05-14

QUANTUMSCAPE CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-14

OKLO

OKLO INC

0.00%

Shares128

Event2026-03-31

Filed2026-05-14

SPTM

SPDR SERIES TRUST

0.00%

Shares80

Event2026-03-31

Filed2026-05-14

ELF

E L F BEAUTY INC

0.00%

Shares100

Event2026-03-31

Filed2026-05-14

GENERAL MTRS CO

0.00%

Shares81

Event2026-03-31

Filed2026-05-14

IONS

IONIS PHARMACEUTICALS INC

0.00%

Shares80

Event2026-03-31

Filed2026-05-14

BIDU

BAIDU INC

0.00%

Shares52

Event2026-03-31

Filed2026-05-14

CBRE

CBRE GROUP INC

0.00%

Shares42

Event2026-03-31

Filed2026-05-14

TRANE TECHNOLOGIES PLC

0.00%

Shares13

Event2026-03-31

Filed2026-05-14

AVES

AMERICAN CENTY ETF TR

0.00%

Shares90

Event2026-03-31

Filed2026-05-14

LULU

LULULEMON ATHLETICA INC

0.00%

Shares35

Event2026-03-31

Filed2026-05-14

TOYOTA MOTOR CORP

0.00%

Shares26

Event2026-03-31

Filed2026-05-14

XLB

SELECT SECTOR SPDR TR

0.00%

Shares107

Event2026-03-31

Filed2026-05-14

IYT

ISHARES TR

0.00%

Shares71

Event2026-03-31

Filed2026-05-14

XLV

SELECT SECTOR SPDR TR

0.00%

Shares36

Event2026-03-31

Filed2026-05-14

KRE

SPDR SERIES TRUST

1.30%

Shares78

Event2026-03-31

Filed2026-05-14

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares60

Event2026-03-31

Filed2026-05-14

IYR

ISHARES TR

0.00%

Shares52

Event2026-03-31

Filed2026-05-14

STIP

ISHARES TR

-17.54%

Shares47

Event2026-03-31

Filed2026-05-14

SPOT

SPOTIFY TECHNOLOGY S A

New

Shares10

Event2026-03-31

Filed2026-05-14

CMCSA

COMCAST CORP NEW

0.00%

Shares164

Event2026-03-31

Filed2026-05-14

IEMG

ISHARES INC

31.37%

Shares67

Event2026-03-31

Filed2026-05-14

COIN

COINBASE GLOBAL INC

0.00%

Shares25

Event2026-03-31

Filed2026-05-14

AVNM

AMERICAN CENTY ETF TR

0.00%

Shares57

Event2026-03-31

Filed2026-05-14

XTJL

INNOVATOR ETFS TRUST

0.00%

Shares112

Event2026-03-31

Filed2026-05-14

PFE

PFIZER INC

0.00%

Shares150

Event2026-03-31

Filed2026-05-14

ORCL

ORACLE CORP

-85.49%

Shares28

Event2026-03-31

Filed2026-05-14

XTJA

INNOVATOR ETFS TRUST

0.00%

Shares135

Event2026-03-31

Filed2026-05-14

CSGP

COSTAR GROUP INC

0.00%

Shares100

Event2026-03-31

Filed2026-05-14

MIDD

MIDDLEBY CORP

0.00%

Shares30

Event2026-03-31

Filed2026-05-14

HRI

HERC HLDGS INC

-55.06%

Shares40

Event2026-03-31

Filed2026-05-14

PII

POLARIS INC

0.00%

Shares69

Event2026-03-31

Filed2026-05-14

RIG

TRANSOCEAN LTD

0.00%

Shares560

Event2026-03-31

Filed2026-05-14

NTR

NUTRIEN LTD

0.00%

Shares49

Event2026-03-31

Filed2026-05-14

EIX

EDISON INTL

0.00%

Shares50

Event2026-03-31

Filed2026-05-14

BLV

VANGUARD BD INDEX FDS

0.00%

Shares52

Event2026-03-31

Filed2026-05-14

OMC

OMNICOM GROUP INC

0.00%

Shares44

Event2026-03-31

Filed2026-05-14

LYV

LIVE NATION ENTERTAINMENT IN

0.00%

Shares20

Event2026-03-31

Filed2026-05-14

IXUS

ISHARES TR

0.00%

Shares32

Event2026-03-31

Filed2026-05-14

RCL

ROYAL CARIBBEAN GROUP

0.00%

Shares10

Event2026-03-31

Filed2026-05-14

ECL

ECOLAB INC

0.00%

Shares10

Event2026-03-31

Filed2026-05-14

MNST

MONSTER BEVERAGE CORP NEW

0.00%

Shares35

Event2026-03-31

Filed2026-05-14

IBKR

INTERACTIVE BROKERS GROUP IN

0.00%

Shares36

Event2026-03-31

Filed2026-05-14

EFA

ISHARES TR

0.00%

Shares24

Event2026-03-31

Filed2026-05-14

SLYG

SPDR SERIES TRUST

0.00%

Shares24

Event2026-03-31

Filed2026-05-14

ACHR

ARCHER AVIATION INC

36.22%

Shares440

Event2026-03-31

Filed2026-05-14

GEMI

GEMINI SPACE STA INC

0.00%

Shares510

Event2026-03-31

Filed2026-05-14

SMR

NUSCALE PWR CORP

10.06%

Shares197

Event2026-03-31

Filed2026-05-14

BXP

BXP INC

2.50%

Shares41

Event2026-03-31

Filed2026-05-14

WRD

WERIDE INC

0.00%

Shares254

Event2026-03-31

Filed2026-05-14

IVW

ISHARES TR

New

Shares17

Event2026-03-31

Filed2026-05-14

ABNB

AIRBNB INC

0.00%

Shares15

Event2026-03-31

Filed2026-05-14

XTL

SPDR SERIES TRUST

150.00%

Shares10

Event2026-03-31

Filed2026-05-14

F&G ANNUITIES & LIFE INC

0.00%

Shares73

Event2026-03-31

Filed2026-05-14

MBLY

MOBILEYE GLOBAL INC

0.00%

Shares258

Event2026-03-31

Filed2026-05-14

CMG

CHIPOTLE MEXICAN GRILL INC

0.00%

Shares50

Event2026-03-31

Filed2026-05-14

DYNF

BLACKROCK ETF TRUST

New

Shares27

Event2026-03-31

Filed2026-05-14

BND

VANGUARD BD INDEX FDS

-95.33%

Shares20

Event2026-03-31

Filed2026-05-14

XME

SPDR SERIES TRUST

-53.57%

Shares13

Event2026-03-31

Filed2026-05-14

CTRA

COTERRA ENERGY INC

0.00%

Shares41

Event2026-03-31

Filed2026-05-14

IWP

ISHARES TR

0.00%

Shares11

Event2026-03-31

Filed2026-05-14

VPU

VANGUARD WORLD FD

16.67%

Shares7

Event2026-03-31

Filed2026-05-14

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares4

Event2026-03-31

Filed2026-05-14

TYL

TYLER TECHNOLOGIES INC

0.00%

Shares4

Event2026-03-31

Filed2026-05-14

MOAT

VANECK ETF TRUST

0.00%

Shares14

Event2026-03-31

Filed2026-05-14

SOUTHERN CO

0.00%

Shares14

Event2026-03-31

Filed2026-05-14

ROCKET LAB CORP

0.00%

Shares21

Event2026-03-31

Filed2026-05-14

OWENS CORNING NEW

0.00%

Shares12

Event2026-03-31

Filed2026-05-14

EFV

ISHARES TR

New

Shares17

Event2026-03-31

Filed2026-05-14

MAS

MASCO CORP

0.00%

Shares20

Event2026-03-31

Filed2026-05-14

QNITY ELECTRONICS INC

0.00%

Shares10

Event2026-03-31

Filed2026-05-14

AVUQ

AMERICAN CENTY ETF TR

0.00%

Shares20

Event2026-03-31

Filed2026-05-14

UNH

UNITEDHEALTH GROUP INC

0.00%

Shares4

Event2026-03-31

Filed2026-05-14

FTRE

FORTREA HLDGS INC

0.00%

Shares100

Event2026-03-31

Filed2026-05-14

DUPONT DE NEMOURS INC

0.00%

Shares20

Event2026-03-31

Filed2026-05-14

EVRG

EVERGY INC

0.00%

Shares10

Event2026-03-31

Filed2026-05-14

SCI

SERVICE CORP INTL

0.00%

Shares9

Event2026-03-31

Filed2026-05-14

PNW

PINNACLE WEST CAP CORP

0.00%

Shares7

Event2026-03-31

Filed2026-05-14

CMS

CMS ENERGY CORP

0.00%

Shares9

Event2026-03-31

Filed2026-05-14

BKR

BAKER HUGHES COMPANY

0.00%

Shares11

Event2026-03-31

Filed2026-05-14

MAR

MARRIOTT INTL INC NEW

0.00%

Shares2

Event2026-03-31

Filed2026-05-14

THRO

BLACKROCK ETF TRUST

New

Shares18

Event2026-03-31

Filed2026-05-14

WASTE MGMT INC DEL

0.00%

Shares2

Event2026-03-31

Filed2026-05-14

SBUX

STARBUCKS CORP

-95.33%

Shares5

Event2026-03-31

Filed2026-05-14

ITA

ISHARES TR

New

Shares2

Event2026-03-31

Filed2026-05-14

BAI

BLACKROCK ETF TRUST

New

Shares9

Event2026-03-31

Filed2026-05-14

GEHC

GE HEALTHCARE TECHNOLOGIES I

New

Shares4

Event2026-03-31

Filed2026-05-14

WAB

WABTEC

New

Shares1

Event2026-03-31

Filed2026-05-14

VERSANT MEDIA GROUP INC

New

Shares6

Event2026-03-31

Filed2026-05-14

NAIL

DIREXION SHARES ETF TRUST

0.00%

Shares5

Event2026-03-31

Filed2026-05-14

TEAM INC

New

Shares10

Event2026-03-31

Filed2026-05-14

FTEK

FUEL TECH INC

New

Shares100

Event2026-03-31

Filed2026-05-14

ALLIANCEBERNSTEIN HLDG L P

-50.00%

Shares2

Event2026-03-31

Filed2026-05-14

RBLX

ROBLOX CORP

0.00%

Shares1

Event2026-03-31

Filed2026-05-14

EFSC

ENTERPRISE FINL SVCS CORP

0.00%

Shares1

Event2026-03-31

Filed2026-05-14

Call Option Holdings

BLOOM ENERGY CORP CALL APR 160 Call CallBLOOM ENERGY CORP CALL APR 1602.5K sharesnew addition2026-03-312026-05-14

ASML HLDG NV CALL APR 1300 Call CallASML HLDG NV CALL APR 1300100 shares0.00%2026-03-312026-05-14

CAPITAL ONE FINL CORP CALL APR 200 Call CallCAPITAL ONE FINL CORP CALL APR 200200 sharesnew addition2026-03-312026-05-14

BLOOM ENERGY CORP CALL APR 160 Call

BLOOM ENERGY CORP CALL APR 160

New

Shares2.5K

Event2026-03-31

Filed2026-05-14

ASML HLDG NV CALL APR 1300 Call

ASML HLDG NV CALL APR 1300

0.00%

Shares100

Event2026-03-31

Filed2026-05-14

CAPITAL ONE FINL CORP CALL APR 200 Call

CAPITAL ONE FINL CORP CALL APR 200

New

Shares200

Event2026-03-31

Filed2026-05-14

Put Option Holdings

No put option holdings data available