The Analysis of Orion Porfolio Solutions, LLC's Holdings & P&L


Currently, Orion Porfolio Solutions, LLC holds 1927 types of securities in its portfolio with a total value $11.7B. In the most recent quarter, they have increased their positions in EDGF (+6.5M shares, valued at $160.8M), BIL (+332.0K shares, valued at $30.4M), N/A (+80.3K shares, valued at $15.8M); decreased their positions in EDGI (-3.1M shares, valued at $86.7M), N/A (-126.4K shares, valued at $75.6M), IVV (-74.3K shares, valued at $48.5M); initiated new positions in N/A (+80.3K shares, valued at $15.8M), BLCR (+254.9K shares, valued at $10.5M), N/A (+239.6K shares, valued at $9.6M).


1M P&L
+81.4M+0.59%
3M P&L
-526.7M-3.68%
HY P&L
+156.5M+1.15%

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/A7.8B
62.2%
2Semiconductors428.0M
3.4%
3Software - Infrastructure358.0M
2.8%

Top Industries by Stock Count

1N/A821 stocks
41.5%
2Banks - Regional57 stocks
2.9%
3Software - Application53 stocks
2.7%
Stock Holdings
SECT
NORTHERN LTS FD TR IV
-0.26%
Shares17.5M
Event2026-03-31
Filed2026-05-13
EDGF
ADVISORS INNER CIRCLE FD II
80.03%
Shares14.6M
Event2026-03-31
Filed2026-05-13
BUYW
NORTHERN LTS FD TR IV
4.53%
Shares22.7M
Event2026-03-31
Filed2026-05-13
IVV
ISHARES TR
-14.61%
Shares434.4K
Event2026-03-31
Filed2026-05-13
AAPL
APPLE INC
-13.41%
Shares893.6K
Event2026-03-31
Filed2026-05-13
NVDA
NVIDIA CORPORATION
-9.30%
Shares1.3M
Event2026-03-31
Filed2026-05-13
VTI
VANGUARD INDEX FDS
-8.96%
Shares629.7K
Event2026-03-31
Filed2026-05-13
VEA
VANGUARD TAX-MANAGED FDS
-0.64%
Shares2.4M
Event2026-03-31
Filed2026-05-13
MSFT
MICROSOFT CORP
-16.93%
Shares412.2K
Event2026-03-31
Filed2026-05-13
VUG
VANGUARD INDEX FDS
-3.22%
Shares306.7K
Event2026-03-31
Filed2026-05-13
IXUS
ISHARES TR
-0.96%
Shares1.3M
Event2026-03-31
Filed2026-05-13
ALPHABET INC
ALPHABET INC
-7.44%
Shares380.4K
Event2026-03-31
Filed2026-05-13
VTV
VANGUARD INDEX FDS
-10.76%
Shares538.5K
Event2026-03-31
Filed2026-05-13
AGG
ISHARES TR
-11.73%
Shares1.0M
Event2026-03-31
Filed2026-05-13
AMZN
AMAZON COM INC
-16.39%
Shares493.8K
Event2026-03-31
Filed2026-05-13
EDGH
ADVISORS INNER CIRCLE FD II
-13.63%
Shares2.6M
Event2026-03-31
Filed2026-05-13
BROADCOM INC
BROADCOM INC
-9.79%
Shares278.5K
Event2026-03-31
Filed2026-05-13
IWF
ISHARES TR
-12.84%
Shares196.4K
Event2026-03-31
Filed2026-05-13
MUB
ISHARES TR
0.37%
Shares781.1K
Event2026-03-31
Filed2026-05-13
ITOT
ISHARES TR
-11.94%
Shares507.6K
Event2026-03-31
Filed2026-05-13
VCRB
VANGUARD MALVERN FDS
-6.13%
Shares891.8K
Event2026-03-31
Filed2026-05-13
MRSK
NORTHERN LIGHTS FD TR
1.29%
Shares1.9M
Event2026-03-31
Filed2026-05-13
WMT
WALMART INC
-8.96%
Shares551.2K
Event2026-03-31
Filed2026-05-13
META
META PLATFORMS INC
-8.00%
Shares119.5K
Event2026-03-31
Filed2026-05-13
ALPHABET INC
ALPHABET INC
-9.23%
Shares231.6K
Event2026-03-31
Filed2026-05-13
IEMG
ISHARES INC
-7.38%
Shares910.9K
Event2026-03-31
Filed2026-05-13
IEFA
ISHARES TR
-0.33%
Shares669.8K
Event2026-03-31
Filed2026-05-13
VWO
VANGUARD INTL EQUITY INDEX F
-2.27%
Shares1.1M
Event2026-03-31
Filed2026-05-13
JPM
JPMORGAN CHASE & CO
-15.61%
Shares201.0K
Event2026-03-31
Filed2026-05-13
JNJ
JOHNSON & JOHNSON
-0.17%
Shares226.6K
Event2026-03-31
Filed2026-05-13
TMAT
NORTHERN LTS FD TR IV
-2.59%
Shares2.4M
Event2026-03-31
Filed2026-05-13
DFAC
DIMENSIONAL ETF TRUST
-14.00%
Shares1.4M
Event2026-03-31
Filed2026-05-13
GSLC
GOLDMAN SACHS ETF TR
-1.32%
Shares429.0K
Event2026-03-31
Filed2026-05-13
FNDF
SCHWAB STRATEGIC TR
-14.62%
Shares1.1M
Event2026-03-31
Filed2026-05-13
COWZ
PACER FDS TR
-0.94%
Shares795.3K
Event2026-03-31
Filed2026-05-13
LLY
ELI LILLY & CO
-4.06%
Shares51.6K
Event2026-03-31
Filed2026-05-13
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-61.64%
Shares78.7K
Event2026-03-31
Filed2026-05-13
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-10.32%
Shares96.4K
Event2026-03-31
Filed2026-05-13
XOM
EXXON MOBIL CORP
-15.05%
Shares266.1K
Event2026-03-31
Filed2026-05-13
GCOW
PACER FDS TR
31.26%
Shares948.8K
Event2026-03-31
Filed2026-05-13
JMUB
J P MORGAN EXCHANGE TRADED F
17.58%
Shares876.7K
Event2026-03-31
Filed2026-05-13
TSLA
TESLA INC
-14.28%
Shares112.9K
Event2026-03-31
Filed2026-05-13
IJR
ISHARES TR
8.17%
Shares337.3K
Event2026-03-31
Filed2026-05-13
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-11.25%
Shares120.2K
Event2026-03-31
Filed2026-05-13
SPY
STATE STR SPDR S&P 500 ETF T
-35.60%
Shares61.1K
Event2026-03-31
Filed2026-05-13
AVEM
AMERICAN CENTY ETF TR
-3.50%
Shares490.6K
Event2026-03-31
Filed2026-05-13
SUB
ISHARES TR
4.94%
Shares366.9K
Event2026-03-31
Filed2026-05-13
BNDX
VANGUARD CHARLOTTE FDS
20.91%
Shares811.8K
Event2026-03-31
Filed2026-05-13
EDGU
ADVISORS INNER CIRCLE FD II
68.17%
Shares1.4M
Event2026-03-31
Filed2026-05-13
HCMT
DIREXION SHARES ETF TRUST
-52.27%
Shares1.1M
Event2026-03-31
Filed2026-05-13
V
VISA INC
-15.82%
Shares123.7K
Event2026-03-31
Filed2026-05-13
BSV
VANGUARD BD INDEX FDS
16.41%
Shares476.1K
Event2026-03-31
Filed2026-05-13
INTL
NORTHERN LTS FD TR IV
39.10%
Shares1.3M
Event2026-03-31
Filed2026-05-13
MGC
VANGUARD WORLD FD
-13.68%
Shares151.9K
Event2026-03-31
Filed2026-05-13
IDV
ISHARES TR
-5.35%
Shares841.3K
Event2026-03-31
Filed2026-05-13
BIL
SPDR SERIES TRUST
567.20%
Shares390.6K
Event2026-03-31
Filed2026-05-13
QARP
DBX ETF TR
-2.27%
Shares565.1K
Event2026-03-31
Filed2026-05-13
CVX
CHEVRON CORPORATION
-15.59%
Shares159.8K
Event2026-03-31
Filed2026-05-13
IVE
ISHARES TR
-15.56%
Shares155.8K
Event2026-03-31
Filed2026-05-13
VMBS
VANGUARD SCOTTSDALE FDS
13.42%
Shares695.8K
Event2026-03-31
Filed2026-05-13
IVW
ISHARES TR
-10.58%
Shares283.3K
Event2026-03-31
Filed2026-05-13
DYNF
BLACKROCK ETF TRUST
-17.16%
Shares548.6K
Event2026-03-31
Filed2026-05-13
VB
VANGUARD INDEX FDS
3.44%
Shares120.7K
Event2026-03-31
Filed2026-05-13
NFLX
NETFLIX INC.
-0.33%
Shares327.7K
Event2026-03-31
Filed2026-05-13
IUSB
ISHARES TR
-23.19%
Shares673.0K
Event2026-03-31
Filed2026-05-13
MA
MASTERCARD INCORPORATED
-10.43%
Shares61.3K
Event2026-03-31
Filed2026-05-13
ISHARES GOLD TR
ISHARES GOLD TR
-6.14%
Shares341.2K
Event2026-03-31
Filed2026-05-13
ABBV
ABBVIE INC
-16.23%
Shares138.2K
Event2026-03-31
Filed2026-05-13
SPYM
SPDR SERIES TRUST
0.24%
Shares382.1K
Event2026-03-31
Filed2026-05-13
CAT
CATERPILLAR INC
6.01%
Shares40.3K
Event2026-03-31
Filed2026-05-13
INVESCO QQQ TR
INVESCO QQQ TR
-60.26%
Shares48.2K
Event2026-03-31
Filed2026-05-13
CGDV
CAPITAL GROUP DIVIDEND VALUE
1.23%
Shares647.4K
Event2026-03-31
Filed2026-05-13
IWP
ISHARES TR
-9.07%
Shares209.7K
Event2026-03-31
Filed2026-05-13
COST
COSTCO WHOLESALE CORPORATION
-20.69%
Shares26.7K
Event2026-03-31
Filed2026-05-13
EFV
ISHARES TR
-6.56%
Shares355.1K
Event2026-03-31
Filed2026-05-13
IEI
ISHARES TR
27.55%
Shares222.3K
Event2026-03-31
Filed2026-05-13
IWX
ISHARES TR
-21.96%
Shares282.5K
Event2026-03-31
Filed2026-05-13
PM
PHILIP MORRIS INTL INC
-6.80%
Shares154.3K
Event2026-03-31
Filed2026-05-13
ORCL
ORACLE CORP
-11.49%
Shares171.1K
Event2026-03-31
Filed2026-05-13
VFLO
VICTORY PORTFOLIOS II
-0.53%
Shares631.7K
Event2026-03-31
Filed2026-05-13
MU
MICRON TECHNOLOGY INC
-12.30%
Shares73.6K
Event2026-03-31
Filed2026-05-13
KO
COCA COLA CO
4.88%
Shares321.1K
Event2026-03-31
Filed2026-05-13
EFA
ISHARES TR
-3.36%
Shares250.8K
Event2026-03-31
Filed2026-05-13
PYLD
PIMCO ETF TR
-0.12%
Shares907.7K
Event2026-03-31
Filed2026-05-13
CLOI
VANECK ETF TRUST
-29.48%
Shares428.5K
Event2026-03-31
Filed2026-05-13
HD
HOME DEPOT INC
-21.21%
Shares67.6K
Event2026-03-31
Filed2026-05-13
SDY
SPDR SERIES TRUST
-15.64%
Shares150.9K
Event2026-03-31
Filed2026-05-13
RTX
RTX CORPORATION
-5.81%
Shares113.7K
Event2026-03-31
Filed2026-05-13
PEP
PEPSICO INC
-4.59%
Shares140.8K
Event2026-03-31
Filed2026-05-13
SCHX
SCHWAB STRATEGIC TR
-6.99%
Shares850.7K
Event2026-03-31
Filed2026-05-13
THY
NORTHERN LIGHTS FD TR
-3.14%
Shares990.1K
Event2026-03-31
Filed2026-05-13
TOUS
T ROWE PRICE ETF INC
-5.43%
Shares615.4K
Event2026-03-31
Filed2026-05-13
AMAT
APPLIED MATLS INC
-3.26%
Shares61.2K
Event2026-03-31
Filed2026-05-13
WFC
WELLS FARGO & CO
-4.34%
Shares259.6K
Event2026-03-31
Filed2026-05-13
AXP
AMERICAN EXPRESS CO
5.54%
Shares68.2K
Event2026-03-31
Filed2026-05-13
GE AEROSPACE
GE AEROSPACE
-2.68%
Shares71.6K
Event2026-03-31
Filed2026-05-13
ASML
ASML HLDG NV
-17.11%
Shares15.3K
Event2026-03-31
Filed2026-05-13
CSCO
CISCO SYS INC
-10.33%
Shares260.5K
Event2026-03-31
Filed2026-05-13
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
-5.80%
Shares153.6K
Event2026-03-31
Filed2026-05-13
EFG
ISHARES TR
147.62%
Shares180.5K
Event2026-03-31
Filed2026-05-13
QUAL
ISHARES TR
-5.58%
Shares103.5K
Event2026-03-31
Filed2026-05-13
CB
CHUBB LTD SWITZ
-1.28%
Shares60.8K
Event2026-03-31
Filed2026-05-13
BLV
VANGUARD BD INDEX FDS
18.26%
Shares282.6K
Event2026-03-31
Filed2026-05-13
PG
PROCTER & GAMBLE CO
-12.88%
Shares133.9K
Event2026-03-31
Filed2026-05-13
SO
SOUTHERN CO
-33.51%
Shares195.8K
Event2026-03-31
Filed2026-05-13
HDV
ISHARES TR
1.40%
Shares139.0K
Event2026-03-31
Filed2026-05-13
CGMU
CAPITAL GRP FIXED INCM ETF T
4.65%
Shares687.1K
Event2026-03-31
Filed2026-05-13
MCD
MCDONALDS CORP
-7.86%
Shares59.9K
Event2026-03-31
Filed2026-05-13
BIV
VANGUARD BD INDEX FDS
1.11%
Shares240.6K
Event2026-03-31
Filed2026-05-13
CGHM
CAPITAL GRP FIXED INCM ETF T
4.79%
Shares729.1K
Event2026-03-31
Filed2026-05-13
SGOV
ISHARES TR
90.08%
Shares183.0K
Event2026-03-31
Filed2026-05-13
QQH
NORTHERN LTS FD TR III
-50.55%
Shares262.8K
Event2026-03-31
Filed2026-05-13
AMD
ADVANCED MICRO DEVICES INC
-12.40%
Shares90.2K
Event2026-03-31
Filed2026-05-13
UNH
UNITEDHEALTH GROUP INC
-26.38%
Shares67.7K
Event2026-03-31
Filed2026-05-13
CGUS
CAPITAL GROUP CORE EQUITY ET
5.18%
Shares465.1K
Event2026-03-31
Filed2026-05-13
MCK
MCKESSON CORP
-4.25%
Shares20.6K
Event2026-03-31
Filed2026-05-13
KLAC
KLA CORP
-2.66%
Shares12.1K
Event2026-03-31
Filed2026-05-13
WM
WASTE MGMT INC DEL
-13.64%
Shares77.2K
Event2026-03-31
Filed2026-05-13
GOVT
ISHARES TR
220.71%
Shares759.3K
Event2026-03-31
Filed2026-05-13
DFIC
DIMENSIONAL ETF TRUST
-3.91%
Shares485.9K
Event2026-03-31
Filed2026-05-13
TDV
PROSHARES TR
-5.50%
Shares201.0K
Event2026-03-31
Filed2026-05-13
SDCI
USCF ETF TR
3.58%
Shares622.4K
Event2026-03-31
Filed2026-05-13
EDGI
ADVISORS INNER CIRCLE FD II
-83.75%
Shares593.7K
Event2026-03-31
Filed2026-05-13
LAM RESEARCH CORP
LAM RESEARCH CORP
2.80%
Shares78.5K
Event2026-03-31
Filed2026-05-13
FLSP
FRANKLIN TEMPLETON ETF TR
-6.94%
Shares615.1K
Event2026-03-31
Filed2026-05-13
SHY
ISHARES TR
-7.78%
Shares199.5K
Event2026-03-31
Filed2026-05-13
JEPI
J P MORGAN EXCHANGE TRADED F
-32.48%
Shares289.8K
Event2026-03-31
Filed2026-05-13
DCOR
DIMENSIONAL ETF TRUST
2.97%
Shares224.2K
Event2026-03-31
Filed2026-05-13
CGGE
CAPITAL GROUP GLOBAL EQUITY
23.35%
Shares523.3K
Event2026-03-31
Filed2026-05-13
CAH
CARDINAL HEALTH INC
0.60%
Shares75.4K
Event2026-03-31
Filed2026-05-13
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares80.3K
Event2026-03-31
Filed2026-05-13
LGH
NORTHERN LTS FD TR III
-50.99%
Shares276.6K
Event2026-03-31
Filed2026-05-13
IDEV
ISHARES TR
-39.36%
Shares187.4K
Event2026-03-31
Filed2026-05-13
T
AT&T INC
-6.70%
Shares539.5K
Event2026-03-31
Filed2026-05-13
BAC
BANK AMERICA CORP
-6.82%
Shares319.9K
Event2026-03-31
Filed2026-05-13
XMMO
INVESCO EXCHANGE TRADED FD T
-59.82%
Shares107.1K
Event2026-03-31
Filed2026-05-13
UNP
UNION PAC CORP
-8.09%
Shares64.0K
Event2026-03-31
Filed2026-05-13
BLACKROCK INC
BLACKROCK INC
-11.73%
Shares15.9K
Event2026-03-31
Filed2026-05-13
GS
GOLDMAN SACHS GROUP INC
1.12%
Shares17.9K
Event2026-03-31
Filed2026-05-13
MERCK & CO INC
MERCK & CO INC
0.85%
Shares124.1K
Event2026-03-31
Filed2026-05-13
PGR
PROGRESSIVE CORP
-3.87%
Shares74.8K
Event2026-03-31
Filed2026-05-13
IWD
ISHARES TR
-28.81%
Shares69.3K
Event2026-03-31
Filed2026-05-13
HON
HONEYWELL INTL INC
30.31%
Shares65.2K
Event2026-03-31
Filed2026-05-13
LINDE PLC
LINDE PLC
11.19%
Shares29.2K
Event2026-03-31
Filed2026-05-13
SPDW
SPDR INDEX SHS FDS
-45.56%
Shares316.4K
Event2026-03-31
Filed2026-05-13
MMIT
NEW YORK LIFE INVTS ACTIVE E
20.03%
Shares598.1K
Event2026-03-31
Filed2026-05-13
MS
MORGAN STANLEY
-6.22%
Shares87.3K
Event2026-03-31
Filed2026-05-13
NOC
NORTHROP GRUMMAN CORP
-6.27%
Shares21.0K
Event2026-03-31
Filed2026-05-13
BAI
BLACKROCK ETF TRUST
9.27%
Shares433.0K
Event2026-03-31
Filed2026-05-13
GEV
GE VERNOVA INC
-16.06%
Shares16.3K
Event2026-03-31
Filed2026-05-13
D
DOMINION ENERGY INC
-1.58%
Shares230.1K
Event2026-03-31
Filed2026-05-13
TXN
TEXAS INSTRS INC
-5.93%
Shares72.8K
Event2026-03-31
Filed2026-05-13
COP
CONOCOPHILLIPS
-7.66%
Shares106.5K
Event2026-03-31
Filed2026-05-13
PLTR
PALANTIR TECHNOLOGIES INC
-26.93%
Shares96.0K
Event2026-03-31
Filed2026-05-13
EATON CORP PLC
EATON CORP PLC
-5.74%
Shares39.2K
Event2026-03-31
Filed2026-05-13
CRM
SALESFORCE INC
-0.56%
Shares75.0K
Event2026-03-31
Filed2026-05-13
THRO
BLACKROCK ETF TRUST
2.95%
Shares386.5K
Event2026-03-31
Filed2026-05-13
ABT
ABBOTT LABORATORIES
-18.88%
Shares136.0K
Event2026-03-31
Filed2026-05-13
STIP
ISHARES TR
10.84%
Shares134.6K
Event2026-03-31
Filed2026-05-13
LOW
LOWES COS INC
-13.62%
Shares58.6K
Event2026-03-31
Filed2026-05-13
CASY
CASEYS GEN STORES INC
-10.43%
Shares18.9K
Event2026-03-31
Filed2026-05-13
APH
AMPHENOL CORP
24.56%
Shares108.5K
Event2026-03-31
Filed2026-05-13
AON PLC
AON PLC
-3.49%
Shares41.8K
Event2026-03-31
Filed2026-05-13
ISTB
ISHARES TR
4.06%
Shares278.4K
Event2026-03-31
Filed2026-05-13
VOTE
TCW ETF TRUST
6.52%
Shares173.6K
Event2026-03-31
Filed2026-05-13
TLH
ISHARES TR
-23.66%
Shares127.5K
Event2026-03-31
Filed2026-05-13
CTA
SIMPLIFY EXCHANGE TRADED FUN
-19.02%
Shares423.8K
Event2026-03-31
Filed2026-05-13
CGIB
CAPITAL GRP FIXED INCM ETF T
-4.28%
Shares502.5K
Event2026-03-31
Filed2026-05-13
PFE
PFIZER INC
-11.63%
Shares446.5K
Event2026-03-31
Filed2026-05-13
JEPQ
J P MORGAN EXCHANGE TRADED F
-15.16%
Shares222.6K
Event2026-03-31
Filed2026-05-13
SCHW
SCHWAB CHARLES CORP
-16.38%
Shares130.7K
Event2026-03-31
Filed2026-05-13
GLW
CORNING INC
-25.24%
Shares90.2K
Event2026-03-31
Filed2026-05-13
MTUM
ISHARES TR
-14.82%
Shares50.9K
Event2026-03-31
Filed2026-05-13
NEE
NEXTERA ENERGY INC
-14.28%
Shares131.1K
Event2026-03-31
Filed2026-05-13
TJX
TJX COS INC NEW
-13.60%
Shares75.4K
Event2026-03-31
Filed2026-05-13
BALT
INNOVATOR ETFS TRUST
-65.13%
Shares352.7K
Event2026-03-31
Filed2026-05-13
VCSH
VANGUARD SCOTTSDALE FDS
-25.82%
Shares146.6K
Event2026-03-31
Filed2026-05-13
IJH
ISHARES TR
-24.67%
Shares171.2K
Event2026-03-31
Filed2026-05-13
FLMI
FRANKLIN TEMPLETON ETF TR
6.90%
Shares466.2K
Event2026-03-31
Filed2026-05-13
VZ
VERIZON COMMUNICATIONS INC
-16.88%
Shares229.9K
Event2026-03-31
Filed2026-05-13
BA
BOEING CO
-5.02%
Shares57.8K
Event2026-03-31
Filed2026-05-13
PLD
PROLOGIS INC.
-5.14%
Shares86.6K
Event2026-03-31
Filed2026-05-13
NEM
NEWMONT CORP
7.81%
Shares104.9K
Event2026-03-31
Filed2026-05-13
SBUX
STARBUCKS CORP
-18.78%
Shares126.7K
Event2026-03-31
Filed2026-05-13
ADI
ANALOG DEVICES INC
-8.63%
Shares35.4K
Event2026-03-31
Filed2026-05-13
CL
COLGATE PALMOLIVE CO
112.39%
Shares131.4K
Event2026-03-31
Filed2026-05-13
VCIT
VANGUARD SCOTTSDALE FDS
-23.20%
Shares135.0K
Event2026-03-31
Filed2026-05-13
THE CIGNA GROUP
THE CIGNA GROUP
-3.20%
Shares41.1K
Event2026-03-31
Filed2026-05-13
GSSC
GOLDMAN SACHS ETF TR
-13.03%
Shares145.4K
Event2026-03-31
Filed2026-05-13
AVDV
AMERICAN CENTY ETF TR
-0.83%
Shares108.0K
Event2026-03-31
Filed2026-05-13
CITIGROUP INC
CITIGROUP INC
-9.02%
Shares93.9K
Event2026-03-31
Filed2026-05-13
MDLZ
MONDELEZ INTL INC
-3.55%
Shares184.3K
Event2026-03-31
Filed2026-05-13
SPGI
S&P GLOBAL INC
-22.91%
Shares24.9K
Event2026-03-31
Filed2026-05-13
PNC
PNC FINL SVCS GROUP INC
-2.87%
Shares50.8K
Event2026-03-31
Filed2026-05-13
BLCR
BLACKROCK ETF TRUST
New
Shares254.9K
Event2026-03-31
Filed2026-05-13
MBB
ISHARES TR
-30.81%
Shares109.4K
Event2026-03-31
Filed2026-05-13
IYZ
ISHARES TR
-16.02%
Shares263.3K
Event2026-03-31
Filed2026-05-13
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-4.76%
Shares52.2K
Event2026-03-31
Filed2026-05-13
BTI
BRITISH AMERN TOB PLC
8.96%
Shares176.2K
Event2026-03-31
Filed2026-05-13
DGRO
ISHARES TR
-15.49%
Shares145.5K
Event2026-03-31
Filed2026-05-13
HDEF
DBX ETF TR
2.41%
Shares311.9K
Event2026-03-31
Filed2026-05-13
TFLO
ISHARES TR
-15.99%
Shares199.5K
Event2026-03-31
Filed2026-05-13
IWO
ISHARES TR
-7.48%
Shares32.2K
Event2026-03-31
Filed2026-05-13
MAR
MARRIOTT INTL INC NEW
-27.67%
Shares30.8K
Event2026-03-31
Filed2026-05-13
SCHG
SCHWAB STRATEGIC TR
-59.58%
Shares344.4K
Event2026-03-31
Filed2026-05-13
POCT
INNOVATOR ETFS TRUST
-5.51%
Shares230.6K
Event2026-03-31
Filed2026-05-13
CGDG
CAPITAL GROUP DIVIDEND GROWE
6.41%
Shares276.1K
Event2026-03-31
Filed2026-05-13
EALT
INNOVATOR ETFS TRUST
13.22%
Shares294.6K
Event2026-03-31
Filed2026-05-13
UNILEVER PLC
UNILEVER PLC
-2.87%
Shares171.6K
Event2026-03-31
Filed2026-05-13
NOW
SERVICENOW INC
-10.50%
Shares93.3K
Event2026-03-31
Filed2026-05-13
AVUV
AMERICAN CENTY ETF TR
-49.32%
Shares88.0K
Event2026-03-31
Filed2026-05-13
CMI
CUMMINS INC
-9.50%
Shares17.9K
Event2026-03-31
Filed2026-05-13
FINANCIAL INVS TR
FINANCIAL INVS TR
New
Shares239.6K
Event2026-03-31
Filed2026-05-13
MO
ALTRIA GROUP INC
-18.90%
Shares145.5K
Event2026-03-31
Filed2026-05-13
AMGN
AMGEN INC
-13.33%
Shares27.2K
Event2026-03-31
Filed2026-05-13
GILD
GILEAD SCIENCES INC
-37.29%
Shares68.6K
Event2026-03-31
Filed2026-05-13
INTU
INTUIT
-27.98%
Shares21.9K
Event2026-03-31
Filed2026-05-13
XLU
SELECT SECTOR SPDR TR
-21.56%
Shares205.9K
Event2026-03-31
Filed2026-05-13
UITB
VICTORY PORTFOLIOS II
-2.30%
Shares199.5K
Event2026-03-31
Filed2026-05-13
CGGR
CAPITAL GROUP GROWTH ETF
9.94%
Shares233.3K
Event2026-03-31
Filed2026-05-13
ISRG
INTUITIVE SURGICAL INC
-0.41%
Shares20.3K
Event2026-03-31
Filed2026-05-13
DUHP
DIMENSIONAL ETF TRUST
-16.60%
Shares254.5K
Event2026-03-31
Filed2026-05-13
YUM
YUM BRANDS INC
-15.94%
Shares59.9K
Event2026-03-31
Filed2026-05-13
PJAN
INNOVATOR ETFS TRUST
-7.08%
Shares198.1K
Event2026-03-31
Filed2026-05-13
HEQT
SIMPLIFY EXCHANGE TRADED FUN
New
Shares289.7K
Event2026-03-31
Filed2026-05-13
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
-21.79%
Shares26.4K
Event2026-03-31
Filed2026-05-13
DIS
DISNEY WALT CO
6.22%
Shares90.4K
Event2026-03-31
Filed2026-05-13
NVS
NOVARTIS AG
34.43%
Shares56.9K
Event2026-03-31
Filed2026-05-13
MEDTRONIC PLC
MEDTRONIC PLC
-19.73%
Shares100.1K
Event2026-03-31
Filed2026-05-13
ECL
ECOLAB INC
-2.85%
Shares32.5K
Event2026-03-31
Filed2026-05-13
SHEL
SHELL PLC
17.37%
Shares92.7K
Event2026-03-31
Filed2026-05-13
PJUL
INNOVATOR ETFS TRUST
-14.59%
Shares186.9K
Event2026-03-31
Filed2026-05-13
IDEF
BLACKROCK ETF TRUST
New
Shares261.3K
Event2026-03-31
Filed2026-05-13
MMC
MARSH & MCLENNAN COS INC
-7.78%
Shares49.1K
Event2026-03-31
Filed2026-05-13
NSC
NORFOLK SOUTHN CORP
-10.03%
Shares29.6K
Event2026-03-31
Filed2026-05-13
HSBC
HSBC HLDGS PLC
4.03%
Shares102.9K
Event2026-03-31
Filed2026-05-13
RIO
RIO TINTO PLC
53.21%
Shares90.8K
Event2026-03-31
Filed2026-05-13
SPHQ
INVESCO EXCHANGE TRADED FD T
-8.47%
Shares112.7K
Event2026-03-31
Filed2026-05-13
DFSV
DIMENSIONAL ETF TRUST
-21.38%
Shares241.1K
Event2026-03-31
Filed2026-05-13
DHR
DANAHER CORP DEL
-18.26%
Shares44.2K
Event2026-03-31
Filed2026-05-13
MSI
MOTOROLA SOLUTIONS INC
6.25%
Shares19.2K
Event2026-03-31
Filed2026-05-13
FTCB
FIRST TR EXCHANGE-TRADED FD
4.36%
Shares397.2K
Event2026-03-31
Filed2026-05-13
BITB
BITWISE BITCOIN ETF TR
24.85%
Shares224.7K
Event2026-03-31
Filed2026-05-13
BOND
PIMCO ETF TR
5.67%
Shares88.8K
Event2026-03-31
Filed2026-05-13
SPEM
SPDR INDEX SHS FDS
-33.92%
Shares174.3K
Event2026-03-31
Filed2026-05-13
APD
AIR PRODUCTS AND CHEMICALS I
-3.12%
Shares28.1K
Event2026-03-31
Filed2026-05-13
IBM
INTERNATIONAL BUSINESS MACHS
-28.54%
Shares33.6K
Event2026-03-31
Filed2026-05-13
TMO
THERMO FISHER SCIENTIFIC INC
-12.34%
Shares16.5K
Event2026-03-31
Filed2026-05-13
TDIV
FIRST TR EXCHANGE TRADED FD
1.98%
Shares85.9K
Event2026-03-31
Filed2026-05-13
LMUB
ISHARES TR
New
Shares160.5K
Event2026-03-31
Filed2026-05-13
PDD
PDD HOLDINGS INC
0.56%
Shares78.0K
Event2026-03-31
Filed2026-05-13
CRH PLC
CRH PLC
-1.59%
Shares74.9K
Event2026-03-31
Filed2026-05-13
COWG
PACER FDS TR
-52.79%
Shares233.5K
Event2026-03-31
Filed2026-05-13
RSG
REPUBLIC SVCS INC
0.80%
Shares35.9K
Event2026-03-31
Filed2026-05-13
WELL
WELLTOWER INC
21.74%
Shares39.7K
Event2026-03-31
Filed2026-05-13
SPMD
SPDR SERIES TRUST
-3.54%
Shares131.9K
Event2026-03-31
Filed2026-05-13
CGMM
CAPITAL GROUP EQUITY ETF TR
12.63%
Shares265.4K
Event2026-03-31
Filed2026-05-13
SMMD
ISHARES TR
-34.01%
Shares101.9K
Event2026-03-31
Filed2026-05-13
LITE
LUMENTUM HLDGS INC
-21.36%
Shares11.1K
Event2026-03-31
Filed2026-05-13
KMI
KINDER MORGAN INC DEL
-6.11%
Shares231.8K
Event2026-03-31
Filed2026-05-13
PAPR
INNOVATOR ETFS TRUST
-8.59%
Shares195.2K
Event2026-03-31
Filed2026-05-13
SAN
BANCO SANTANDER SA
-8.36%
Shares680.0K
Event2026-03-31
Filed2026-05-13
KR
KROGER CO
-9.90%
Shares106.0K
Event2026-03-31
Filed2026-05-13
RBC
RBC BEARINGS INC
-22.93%
Shares14.1K
Event2026-03-31
Filed2026-05-13
QDF
FLEXSHARES TR
-6.73%
Shares96.5K
Event2026-03-31
Filed2026-05-13
BINC
BLACKROCK ETF TRUST II
-16.85%
Shares146.0K
Event2026-03-31
Filed2026-05-13
DFEM
DIMENSIONAL ETF TRUST
2.11%
Shares218.7K
Event2026-03-31
Filed2026-05-13
UPS
UNITED PARCEL SVCS INC
-8.11%
Shares76.7K
Event2026-03-31
Filed2026-05-13
WDC
WESTERN DIGITAL CORP
5.51%
Shares27.8K
Event2026-03-31
Filed2026-05-13
GLD
SPDR GOLD TR
-35.30%
Shares17.4K
Event2026-03-31
Filed2026-05-13
DE
DEERE & CO
-33.20%
Shares13.3K
Event2026-03-31
Filed2026-05-13
AMID
EA SERIES TRUST
-2.41%
Shares232.2K
Event2026-03-31
Filed2026-05-13
SPIB
SPDR SERIES TRUST
-29.43%
Shares222.3K
Event2026-03-31
Filed2026-05-13
SPAB
SPDR SERIES TRUST
3.22%
Shares289.6K
Event2026-03-31
Filed2026-05-13
VGSH
VANGUARD SCOTTSDALE FDS
6.22%
Shares126.7K
Event2026-03-31
Filed2026-05-13
SCCO
SOUTHERN COPPER CORP
42.97%
Shares43.1K
Event2026-03-31
Filed2026-05-13
SYK
STRYKER CORPORATION
-4.24%
Shares22.1K
Event2026-03-31
Filed2026-05-13
ACWX
ISHARES TR
29.37%
Shares105.9K
Event2026-03-31
Filed2026-05-13
ENTG
ENTEGRIS INC
-7.08%
Shares61.6K
Event2026-03-31
Filed2026-05-13
CIEN
CIENA CORP
-26.38%
Shares18.6K
Event2026-03-31
Filed2026-05-13
LNT
ALLIANT ENERGY CORP
3.71%
Shares99.5K
Event2026-03-31
Filed2026-05-13
TOTALENERGIES SE
TOTALENERGIES SE
-11.71%
Shares78.5K
Event2026-03-31
Filed2026-05-13
VYMI
VANGUARD WHITEHALL FDS
120.67%
Shares75.7K
Event2026-03-31
Filed2026-05-13
RISR
TIDAL TRUST I
New
Shares196.5K
Event2026-03-31
Filed2026-05-13
CDX
SIMPLIFY EXCHANGE TRADED FUN
4.69%
Shares333.4K
Event2026-03-31
Filed2026-05-13
FIX
COMFORT SYS USA INC
-30.85%
Shares5.2K
Event2026-03-31
Filed2026-05-13
CGGO
CAPITAL GROUP GBL GROWTH EQT
-0.53%
Shares213.0K
Event2026-03-31
Filed2026-05-13
CMCSA
COMCAST CORP NEW
11.06%
Shares245.9K
Event2026-03-31
Filed2026-05-13
BKNG
BOOKING HOLDINGS INC
-12.92%
Shares1.7K
Event2026-03-31
Filed2026-05-13
IAGG
ISHARES TR
-38.32%
Shares140.0K
Event2026-03-31
Filed2026-05-13
FAST
FASTENAL CO
-10.16%
Shares150.1K
Event2026-03-31
Filed2026-05-13
HWM
HOWMET AEROSPACE INC
5.46%
Shares29.6K
Event2026-03-31
Filed2026-05-13
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
7.24%
Shares17.3K
Event2026-03-31
Filed2026-05-13
SPYI
NEOS ETF TRUST
-6.83%
Shares137.2K
Event2026-03-31
Filed2026-05-13
CGNG
CAPITAL GROUP NEW GEOGRAPHY
17.11%
Shares214.4K
Event2026-03-31
Filed2026-05-13
QCOM
QUALCOMM INC
-23.37%
Shares52.3K
Event2026-03-31
Filed2026-05-13
CSX
CSX CORP
-3.23%
Shares164.2K
Event2026-03-31
Filed2026-05-13
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
-26.65%
Shares32.2K
Event2026-03-31
Filed2026-05-13
UBER
UBER TECHNOLOGIES INC
-8.28%
Shares93.5K
Event2026-03-31
Filed2026-05-13
CW
CURTISS WRIGHT CORP
-10.82%
Shares9.8K
Event2026-03-31
Filed2026-05-13
BENJ
HORIZON FDS
-1.86%
Shares127.5K
Event2026-03-31
Filed2026-05-13
GSK PLC
GSK PLC
-11.33%
Shares120.5K
Event2026-03-31
Filed2026-05-13
IWB
ISHARES TR
-33.06%
Shares18.5K
Event2026-03-31
Filed2026-05-13
EMXC
ISHARES INC
-30.91%
Shares83.9K
Event2026-03-31
Filed2026-05-13
LMT
LOCKHEED MARTIN CORP
-20.28%
Shares10.9K
Event2026-03-31
Filed2026-05-13
CEG
CONSTELLATION ENERGY CORP
10.32%
Shares23.4K
Event2026-03-31
Filed2026-05-13
JAAA
JANUS DETROIT STR TR
-8.00%
Shares129.4K
Event2026-03-31
Filed2026-05-13
SONY
SONY GROUP CORP
-10.22%
Shares312.6K
Event2026-03-31
Filed2026-05-13
BUXX
EA SERIES TRUST
53.68%
Shares318.4K
Event2026-03-31
Filed2026-05-13
APP
APPLOVIN CORP
-33.51%
Shares16.2K
Event2026-03-31
Filed2026-05-13
INTC
INTEL CORP
-3.26%
Shares145.6K
Event2026-03-31
Filed2026-05-13
KKR & CO INC
KKR & CO INC
-2.28%
Shares67.9K
Event2026-03-31
Filed2026-05-13
EVRG
EVERGY INC
-7.49%
Shares76.5K
Event2026-03-31
Filed2026-05-13
PAYX
PAYCHEX INC
62.03%
Shares67.9K
Event2026-03-31
Filed2026-05-13
BE
BLOOM ENERGY CORP
60.88%
Shares46.1K
Event2026-03-31
Filed2026-05-13
AEM
AGNICO EAGLE MINES LTD
5.09%
Shares30.7K
Event2026-03-31
Filed2026-05-13
SNPS
SYNOPSYS INC
-17.88%
Shares15.7K
Event2026-03-31
Filed2026-05-13
TPR
TAPESTRY INC
13.64%
Shares44.1K
Event2026-03-31
Filed2026-05-13
AEP
AMERICAN ELEC PWR CO INC
-12.83%
Shares47.4K
Event2026-03-31
Filed2026-05-13
PHK
PIMCO HIGH INCOME FD
14.17%
Shares1.3M
Event2026-03-31
Filed2026-05-13
PANW
PALO ALTO NETWORKS INC
-18.73%
Shares38.1K
Event2026-03-31
Filed2026-05-13
SHW
SHERWIN WILLIAMS CO
-16.23%
Shares19.1K
Event2026-03-31
Filed2026-05-13
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
-8.05%
Shares52.8K
Event2026-03-31
Filed2026-05-13
WMB
WILLIAMS COS INC
-7.36%
Shares83.8K
Event2026-03-31
Filed2026-05-13
SNDK
SANDISK CORP
275.47%
Shares9.6K
Event2026-03-31
Filed2026-05-13
ICOW
PACER FDS TR
-2.25%
Shares143.4K
Event2026-03-31
Filed2026-05-13
JMOM
J P MORGAN EXCHANGE TRADED F
46.96%
Shares89.4K
Event2026-03-31
Filed2026-05-13
EMR
EMERSON ELEC CO
-14.48%
Shares46.0K
Event2026-03-31
Filed2026-05-13
NATWEST GROUP PLC
NATWEST GROUP PLC
-22.23%
Shares397.3K
Event2026-03-31
Filed2026-05-13
BJ
BJS WHSL CLUB HLDGS INC
-2.95%
Shares60.1K
Event2026-03-31
Filed2026-05-13
PCAR
PACCAR INC
-16.90%
Shares50.3K
Event2026-03-31
Filed2026-05-13
JVAL
J P MORGAN EXCHANGE TRADED F
-17.35%
Shares116.8K
Event2026-03-31
Filed2026-05-13
HBAN
HUNTINGTON BANCSHARES INC
-0.36%
Shares364.6K
Event2026-03-31
Filed2026-05-13
RTO
RENTOKIL INITIAL PLC
10.38%
Shares180.7K
Event2026-03-31
Filed2026-05-13
INSM
INSMED INC
-5.32%
Shares34.6K
Event2026-03-31
Filed2026-05-13
MUFG
MITSUBISHI UFJ FINANCIAL GRO
-0.40%
Shares333.5K
Event2026-03-31
Filed2026-05-13
FTLS
FIRST TR EXCH TRADED FD III
-5.50%
Shares79.6K
Event2026-03-31
Filed2026-05-13
ADBE
ADOBE INC
-27.92%
Shares23.0K
Event2026-03-31
Filed2026-05-13
ARISTA NETWORKS INC
ARISTA NETWORKS INC
1.10%
Shares45.3K
Event2026-03-31
Filed2026-05-13
ITW
ILLINOIS TOOL WKS INC
-11.37%
Shares21.3K
Event2026-03-31
Filed2026-05-13
CME
CME GROUP INC
-4.97%
Shares18.7K
Event2026-03-31
Filed2026-05-13
CANADIAN PACIFIC KANSAS CITY
CANADIAN PACIFIC KANSAS CITY
-14.00%
Shares69.2K
Event2026-03-31
Filed2026-05-13
TT
TRANE TECHNOLOGIES PLC
-5.10%
Shares13.0K
Event2026-03-31
Filed2026-05-13
USMV
ISHARES TR
-20.79%
Shares58.5K
Event2026-03-31
Filed2026-05-13
PDI
PIMCO DYNAMIC INCOME FD
9.84%
Shares316.1K
Event2026-03-31
Filed2026-05-13
COF
CAPITAL ONE FINL CORP
-60.09%
Shares29.5K
Event2026-03-31
Filed2026-05-13
VRTX
VERTEX PHARMACEUTICALS INC
-2.38%
Shares11.9K
Event2026-03-31
Filed2026-05-13
RDVY
FIRST TR EXCHANGE TRADED FD
-40.96%
Shares77.6K
Event2026-03-31
Filed2026-05-13
AFL
AFLAC INC
-24.59%
Shares47.9K
Event2026-03-31
Filed2026-05-13
ICE
INTERCONTINENTAL EXCHANGE IN
-22.81%
Shares33.2K
Event2026-03-31
Filed2026-05-13
SHOP
SHOPIFY INC
-32.78%
Shares43.8K
Event2026-03-31
Filed2026-05-13
WTV
WISDOMTREE TR
-8.29%
Shares54.7K
Event2026-03-31
Filed2026-05-13
DFSD
DIMENSIONAL ETF TRUST
-11.33%
Shares107.6K
Event2026-03-31
Filed2026-05-13
BFRZ
INNOVATOR ETFS TRUST
640.08%
Shares194.2K
Event2026-03-31
Filed2026-05-13
WTFC
WINTRUST FINL CORP
-8.51%
Shares36.7K
Event2026-03-31
Filed2026-05-13
BABA
ALIBABA GROUP HLDG LTD
-6.00%
Shares40.4K
Event2026-03-31
Filed2026-05-13
WEEL
TIDAL TRUST II
-20.97%
Shares260.6K
Event2026-03-31
Filed2026-05-13
BUCK
SIMPLIFY EXCHANGE TRADED FUN
8.75%
Shares214.8K
Event2026-03-31
Filed2026-05-13
STRL
STERLING INFRASTRUCTURE INC
34.45%
Shares12.4K
Event2026-03-31
Filed2026-05-13
NFG
NATIONAL FUEL GAS CO
2.93%
Shares53.5K
Event2026-03-31
Filed2026-05-13
ZTS
ZOETIS INC
-17.46%
Shares42.4K
Event2026-03-31
Filed2026-05-13
SHM
SPDR SERIES TRUST
0.42%
Shares104.7K
Event2026-03-31
Filed2026-05-13
VDC
VANGUARD WORLD FD
-19.74%
Shares22.3K
Event2026-03-31
Filed2026-05-13
ELV
ELEVANCE HEALTH INC FORMERLY
-14.54%
Shares17.1K
Event2026-03-31
Filed2026-05-13
VST
VISTRA CORP
4.74%
Shares33.2K
Event2026-03-31
Filed2026-05-13
IWM
ISHARES TR
-31.14%
Shares20.1K
Event2026-03-31
Filed2026-05-13
VLO
VALERO ENERGY CORP
-5.81%
Shares20.2K
Event2026-03-31
Filed2026-05-13
PTNQ
PACER FDS TR
6.36%
Shares68.0K
Event2026-03-31
Filed2026-05-13
NDAQ
NASDAQ INC
-7.08%
Shares58.4K
Event2026-03-31
Filed2026-05-13
SHV
ISHARES TR
8.21%
Shares44.3K
Event2026-03-31
Filed2026-05-13
EME
EMCOR GROUP INC
-6.82%
Shares6.6K
Event2026-03-31
Filed2026-05-13
KMB
KIMBERLY-CLARK CORP
27.59%
Shares50.7K
Event2026-03-31
Filed2026-05-13
TMUS
T-MOBILE US INC
-8.46%
Shares23.3K
Event2026-03-31
Filed2026-05-13
KEYS
KEYSIGHT TECHNOLOGIES INC
-9.63%
Shares17.3K
Event2026-03-31
Filed2026-05-13
ESGU
ISHARES TR
-6.47%
Shares34.5K
Event2026-03-31
Filed2026-05-13
DEM
WISDOMTREE TR
0.40%
Shares97.4K
Event2026-03-31
Filed2026-05-13
ROCKET LAB CORP
ROCKET LAB CORP
19.26%
Shares75.3K
Event2026-03-31
Filed2026-05-13
NI
NISOURCE INC
13.18%
Shares102.9K
Event2026-03-31
Filed2026-05-13
OMC
OMNICOM GROUP INC
11.89%
Shares63.6K
Event2026-03-31
Filed2026-05-13
ARB
ALTSHARES TRUST
-11.94%
Shares163.1K
Event2026-03-31
Filed2026-05-13
NET
CLOUDFLARE INC
8.73%
Shares23.2K
Event2026-03-31
Filed2026-05-13
BCS
BARCLAYS PLC
-2.91%
Shares224.6K
Event2026-03-31
Filed2026-05-13
IDXX
IDEXX LABS INC
-17.43%
Shares8.5K
Event2026-03-31
Filed2026-05-13
IBKR
INTERACTIVE BROKERS GROUP IN
11.69%
Shares70.6K
Event2026-03-31
Filed2026-05-13
SLV
ISHARES SILVER TR
-34.82%
Shares69.1K
Event2026-03-31
Filed2026-05-13
RCL
ROYAL CARIBBEAN GROUP
-11.33%
Shares17.0K
Event2026-03-31
Filed2026-05-13
IWS
ISHARES TR
-20.08%
Shares32.1K
Event2026-03-31
Filed2026-05-13
RY
ROYAL BK CDA
-1.01%
Shares28.6K
Event2026-03-31
Filed2026-05-13
HDB
HDFC BANK LTD
-17.41%
Shares185.5K
Event2026-03-31
Filed2026-05-13
IONS
IONIS PHARMACEUTICALS INC
160.22%
Shares61.3K
Event2026-03-31
Filed2026-05-13
FNDE
SCHWAB STRATEGIC TR
-15.00%
Shares120.3K
Event2026-03-31
Filed2026-05-13
XONE
BONDBLOXX ETF TRUST
-40.18%
Shares92.8K
Event2026-03-31
Filed2026-05-13
IWR
ISHARES TR
-24.50%
Shares47.1K
Event2026-03-31
Filed2026-05-13
XLK
SELECT SECTOR SPDR TR
-69.28%
Shares34.5K
Event2026-03-31
Filed2026-05-13
SYY
SYSCO CORP
-6.60%
Shares64.0K
Event2026-03-31
Filed2026-05-13
UBS
UBS GROUP AG
-3.18%
Shares116.8K
Event2026-03-31
Filed2026-05-13
ULTIMUS MANAGERS TR
ULTIMUS MANAGERS TR
41.05%
Shares196.7K
Event2026-03-31
Filed2026-05-13
XLV
SELECT SECTOR SPDR TR
-25.34%
Shares30.8K
Event2026-03-31
Filed2026-05-13
GSIE
GOLDMAN SACHS ETF TR
13.73%
Shares104.6K
Event2026-03-31
Filed2026-05-13
VHT
VANGUARD WORLD FD
-22.96%
Shares16.4K
Event2026-03-31
Filed2026-05-13
USHY
ISHARES TR
-4.44%
Shares121.2K
Event2026-03-31
Filed2026-05-13
PSX
PHILLIPS 66
-13.21%
Shares24.4K
Event2026-03-31
Filed2026-05-13
DFCF
DIMENSIONAL ETF TRUST
-26.85%
Shares104.7K
Event2026-03-31
Filed2026-05-13
LW
LAMB WESTON HLDGS INC
0.44%
Shares104.5K
Event2026-03-31
Filed2026-05-13
TTMI
TTM TECHNOLOGIES INC
-18.52%
Shares45.1K
Event2026-03-31
Filed2026-05-13
USB
US BANCORP
-6.10%
Shares84.4K
Event2026-03-31
Filed2026-05-13
IESC
IES HOLDINGS INC
11.70%
Shares9.2K
Event2026-03-31
Filed2026-05-13
JCI
JOHNSON CONTROLS INTERNATION
-16.11%
Shares33.5K
Event2026-03-31
Filed2026-05-13
FVD
FIRST TR EXCHANGE-TRADED FD
-13.86%
Shares92.7K
Event2026-03-31
Filed2026-05-13
FBND
FIDELITY MERRIMACK STR TR
-50.19%
Shares95.6K
Event2026-03-31
Filed2026-05-13
SF
STIFEL FINL CORP
26.97%
Shares58.5K
Event2026-03-31
Filed2026-05-13
HSY
HERSHEY CO
-7.10%
Shares20.7K
Event2026-03-31
Filed2026-05-13
GWW
WW GRAINGER INC
14.28%
Shares3.9K
Event2026-03-31
Filed2026-05-13
SHYG
ISHARES TR
44.56%
Shares101.3K
Event2026-03-31
Filed2026-05-13
DHI
D R HORTON INC
-7.94%
Shares31.2K
Event2026-03-31
Filed2026-05-13
JHMD
JOHN HANCOCK EXCHANGE TRADED
-19.68%
Shares101.1K
Event2026-03-31
Filed2026-05-13
DGCB
DIMENSIONAL ETF TRUST
8.29%
Shares79.1K
Event2026-03-31
Filed2026-05-13
KEX
KIRBY CORP
-9.11%
Shares32.2K
Event2026-03-31
Filed2026-05-13
JAZZ
JAZZ PHARMACEUTICALS PLC
-21.26%
Shares22.6K
Event2026-03-31
Filed2026-05-13
TD
TORONTO DOMINION BK ONT
0.73%
Shares45.5K
Event2026-03-31
Filed2026-05-13
PH
PARKER-HANNIFIN CORP
-14.59%
Shares4.7K
Event2026-03-31
Filed2026-05-13
SPSB
SPDR SERIES TRUST
-0.02%
Shares140.0K
Event2026-03-31
Filed2026-05-13
ING
ING GROEP N.V.
-23.13%
Shares161.4K
Event2026-03-31
Filed2026-05-13
JPIE
J P MORGAN EXCHANGE TRADED F
-15.19%
Shares91.1K
Event2026-03-31
Filed2026-05-13
OKE
ONEOK INC NEW
-4.29%
Shares46.4K
Event2026-03-31
Filed2026-05-13
NXPI
NXP SEMICONDUCTORS N V
-33.34%
Shares21.2K
Event2026-03-31
Filed2026-05-13
ALPS ETF TR
ALPS ETF TR
-67.32%
Shares79.3K
Event2026-03-31
Filed2026-05-13
BDYN
BLACKROCK ETF TRUST
-21.99%
Shares171.5K
Event2026-03-31
Filed2026-05-13
PCOR
PROCORE TECHNOLOGIES INC
-14.01%
Shares72.9K
Event2026-03-31
Filed2026-05-13
DFGX
DIMENSIONAL ETF TRUST
2.43%
Shares79.1K
Event2026-03-31
Filed2026-05-13
XDSQ
INNOVATOR ETFS TRUST
3.68%
Shares104.8K
Event2026-03-31
Filed2026-05-13
CINF
CINCINNATI FINL CORP
-9.35%
Shares26.1K
Event2026-03-31
Filed2026-05-13
MPC
MARATHON PETE CORP
-13.46%
Shares16.8K
Event2026-03-31
Filed2026-05-13
ALSN
ALLISON TRANSMISSION HLDGS I
20.31%
Shares34.8K
Event2026-03-31
Filed2026-05-13
PIPER SANDLER COMPANIES
PIPER SANDLER COMPANIES
New
Shares53.0K
Event2026-03-31
Filed2026-05-13
GEHC
GE HEALTHCARE TECHNOLOGIES I
-16.41%
Shares57.0K
Event2026-03-31
Filed2026-05-13
TRV
TRAVELERS COMPANIES INC
-17.53%
Shares13.8K
Event2026-03-31
Filed2026-05-13
LHX
L3HARRIS TECHNOLOGIES INC
-0.79%
Shares11.7K
Event2026-03-31
Filed2026-05-13
MTSI
MACOM TECH SOLUTIONS HLDGS I
-34.66%
Shares18.1K
Event2026-03-31
Filed2026-05-13
E
ENI SPA
-15.44%
Shares70.7K
Event2026-03-31
Filed2026-05-13
MTB
M & T BK CORP
-19.43%
Shares19.3K
Event2026-03-31
Filed2026-05-13
LH
LABCORP HOLDINGS INC
-0.81%
Shares15.0K
Event2026-03-31
Filed2026-05-13
CRWD
CROWDSTRIKE HLDGS INC
-26.35%
Shares10.2K
Event2026-03-31
Filed2026-05-13
ADP
AUTOMATIC DATA PROCESSING IN
-3.93%
Shares19.4K
Event2026-03-31
Filed2026-05-13
BMY
BRISTOL-MYERS SQUIBB CO
-5.84%
Shares65.0K
Event2026-03-31
Filed2026-05-13
NATIONAL GRID PLC
NATIONAL GRID PLC
-6.64%
Shares46.5K
Event2026-03-31
Filed2026-05-13
EXE
EXPAND ENERGY CORPORATION
2.33%
Shares35.8K
Event2026-03-31
Filed2026-05-13
BND
VANGUARD BD INDEX FDS
-55.68%
Shares53.3K
Event2026-03-31
Filed2026-05-13
SLB
SLB LIMITED
0.96%
Shares76.0K
Event2026-03-31
Filed2026-05-13
HLN
HALEON PLC
0.28%
Shares388.2K
Event2026-03-31
Filed2026-05-13
XT
ISHARES TR
-20.53%
Shares56.8K
Event2026-03-31
Filed2026-05-13
HELO
J P MORGAN EXCHANGE TRADED F
-6.76%
Shares60.5K
Event2026-03-31
Filed2026-05-13
QSR
RESTAURANT BRANDS INTL INC
72.07%
Shares52.3K
Event2026-03-31
Filed2026-05-13
RELX
RELX PLC
-20.33%
Shares116.6K
Event2026-03-31
Filed2026-05-13
BKCI
BNY MELLON ETF TRUST
-11.62%
Shares78.0K
Event2026-03-31
Filed2026-05-13
TFC
TRUIST FINL CORP
-31.96%
Shares83.9K
Event2026-03-31
Filed2026-05-13
CGIC
CAPITAL GROUP INTERNATIONAL
25.56%
Shares116.4K
Event2026-03-31
Filed2026-05-13
VRSN
VERISIGN INC
5.84%
Shares15.5K
Event2026-03-31
Filed2026-05-13
DASH
DOORDASH INC
1.59%
Shares25.6K
Event2026-03-31
Filed2026-05-13
MLI
MUELLER INDS INC
8.77%
Shares34.5K
Event2026-03-31
Filed2026-05-13
PRU
PRUDENTIAL FINL INC
-5.88%
Shares39.1K
Event2026-03-31
Filed2026-05-13
BARRICK MNG CORP
BARRICK MNG CORP
-5.12%
Shares93.6K
Event2026-03-31
Filed2026-05-13
CMG
CHIPOTLE MEXICAN GRILL INC
8.53%
Shares119.1K
Event2026-03-31
Filed2026-05-13
EOG
EOG RES INC
3.11%
Shares26.3K
Event2026-03-31
Filed2026-05-13
PHM
PULTE GROUP INC
-8.18%
Shares32.1K
Event2026-03-31
Filed2026-05-13
HII
HUNTINGTON INGALLS INDS INC
162.71%
Shares9.9K
Event2026-03-31
Filed2026-05-13
LDOS
LEIDOS HOLDINGS INC
-9.94%
Shares24.2K
Event2026-03-31
Filed2026-05-13
ODFL
OLD DOMINION FREIGHT LINE IN
-1.75%
Shares19.2K
Event2026-03-31
Filed2026-05-13
ORLY
OREILLY AUTOMOTIVE INC
-24.96%
Shares40.6K
Event2026-03-31
Filed2026-05-13
FLEX
FLEXTRONICS INTL LTD
-23.73%
Shares57.2K
Event2026-03-31
Filed2026-05-13
COHERENT CORP
COHERENT CORP
13.58%
Shares15.7K
Event2026-03-31
Filed2026-05-13
HUBBELL INC
HUBBELL INC
-5.94%
Shares7.6K
Event2026-03-31
Filed2026-05-13
ENB
ENBRIDGE INC
-21.08%
Shares68.5K
Event2026-03-31
Filed2026-05-13
PWR
QUANTA SVCS INC
-29.40%
Shares6.7K
Event2026-03-31
Filed2026-05-13
ACIO
ETF SER SOLUTIONS
-12.66%
Shares88.2K
Event2026-03-31
Filed2026-05-13
AUGO
AURA MINERALS INC
New
Shares45.3K
Event2026-03-31
Filed2026-05-13
TOTL
SSGA ACTIVE ETF TR
-5.40%
Shares92.9K
Event2026-03-31
Filed2026-05-13
COOPER COS INC
COOPER COS INC
-26.71%
Shares51.3K
Event2026-03-31
Filed2026-05-13
EAGG
ISHARES TR
-1.52%
Shares76.9K
Event2026-03-31
Filed2026-05-13
BWXT
BWX TECHNOLOGIES INC
-0.94%
Shares17.8K
Event2026-03-31
Filed2026-05-13
POR
PORTLAND GEN ELEC CO
-7.52%
Shares68.8K
Event2026-03-31
Filed2026-05-13
AEIS
ADVANCED ENERGY INDS
-26.40%
Shares11.2K
Event2026-03-31
Filed2026-05-13
EFX
EQUIFAX INC
15.82%
Shares20.1K
Event2026-03-31
Filed2026-05-13
FCX
FREEPORT MCMORAN INC
43.63%
Shares61.4K
Event2026-03-31
Filed2026-05-13
SCHH
SCHWAB STRATEGIC TR
71.85%
Shares167.7K
Event2026-03-31
Filed2026-05-13
MNST
MONSTER BEVERAGE CORP NEW
-9.06%
Shares49.7K
Event2026-03-31
Filed2026-05-13
CHDN
CHURCHILL DOWNS INC
-5.97%
Shares39.9K
Event2026-03-31
Filed2026-05-13
MSM
MSC INDL DIRECT INC
-4.52%
Shares38.8K
Event2026-03-31
Filed2026-05-13
JLL
JONES LANG LASALLE INC
-3.04%
Shares11.8K
Event2026-03-31
Filed2026-05-13
VRT
VERTIV HOLDINGS CO
27.10%
Shares14.3K
Event2026-03-31
Filed2026-05-13
VDE
VANGUARD WORLD FD
-36.29%
Shares20.7K
Event2026-03-31
Filed2026-05-13
CGMS
CAPITAL GRP FIXED INCM ETF T
3.73%
Shares131.0K
Event2026-03-31
Filed2026-05-13
ALC
ALCON AG
-7.62%
Shares47.2K
Event2026-03-31
Filed2026-05-13
CENCORA INC
CENCORA INC
-11.10%
Shares11.3K
Event2026-03-31
Filed2026-05-13
LECO
LINCOLN ELEC HLDGS INC
-9.13%
Shares14.2K
Event2026-03-31
Filed2026-05-13
BBVA
BANCO BILBAO VIZCAYA ARGENTA
44.16%
Shares162.9K
Event2026-03-31
Filed2026-05-13
WSM
WILLIAMS SONOMA INC
-16.93%
Shares19.3K
Event2026-03-31
Filed2026-05-13
TOL
TOLL BROTHERS INC
12.67%
Shares25.7K
Event2026-03-31
Filed2026-05-13
TER
TERADYNE INC
113.57%
Shares11.8K
Event2026-03-31
Filed2026-05-13
SCHF
SCHWAB STRATEGIC TR
-15.86%
Shares140.7K
Event2026-03-31
Filed2026-05-13

Call Option Holdings
SPY Call
STATE STR SPDR S&P 500 ETF T
New
Shares1.9K
Event2026-03-31
Filed2026-05-13
GWW Call
WW GRAINGER INC
New
Shares2
Event2026-03-31
Filed2026-05-13
LLY Call
ELI LILLY & CO
New
Shares2
Event2026-03-31
Filed2026-05-13
CENCORA INC Call
CENCORA INC
New
Shares4
Event2026-03-31
Filed2026-05-13
META Call
META PLATFORMS INC
New
Shares2
Event2026-03-31
Filed2026-05-13
MSFT Call
MICROSOFT CORP
New
Shares3
Event2026-03-31
Filed2026-05-13
UNH Call
UNITEDHEALTH GROUP INC
New
Shares4
Event2026-03-31
Filed2026-05-13
GS Call
GOLDMAN SACHS GROUP INC
New
Shares1
Event2026-03-31
Filed2026-05-13
VLO Call
VALERO ENERGY CORP
New
Shares3
Event2026-03-31
Filed2026-05-13
XLK Call
SELECT SECTOR SPDR TR
New
Shares5
Event2026-03-31
Filed2026-05-13
LAM RESEARCH CORP Call
LAM RESEARCH CORP
New
Shares3
Event2026-03-31
Filed2026-05-13
SPG Call
SIMON PPTY GROUP INC NEW
New
Shares3
Event2026-03-31
Filed2026-05-13
THE CIGNA GROUP Call
THE CIGNA GROUP
New
Shares2
Event2026-03-31
Filed2026-05-13
MDGL Call
MADRIGAL PHARMACEUTICALS INC
New
Shares1
Event2026-03-31
Filed2026-05-13
AAPL Call
APPLE INC
New
Shares2
Event2026-03-31
Filed2026-05-13
IWM Call
ISHARES TR
New
Shares2
Event2026-03-31
Filed2026-05-13
TMO Call
THERMO FISHER SCIENTIFIC INC
New
Shares1
Event2026-03-31
Filed2026-05-13
IBM Call
INTERNATIONAL BUSINESS MACHS
New
Shares2
Event2026-03-31
Filed2026-05-13
HCA Call
HCA HEALTHCARE INC
New
Shares1
Event2026-03-31
Filed2026-05-13
VRTX Call
VERTEX PHARMACEUTICALS INC
New
Shares1
Event2026-03-31
Filed2026-05-13
AMAT Call
APPLIED MATLS INC
New
Shares1
Event2026-03-31
Filed2026-05-13
BROADCOM INC Call
BROADCOM INC
New
Shares1
Event2026-03-31
Filed2026-05-13
V Call
VISA INC
New
Shares1
Event2026-03-31
Filed2026-05-13
FFIV Call
F5 INC
New
Shares1
Event2026-03-31
Filed2026-05-13
ALPHABET INC Call
ALPHABET INC
New
Shares1
Event2026-03-31
Filed2026-05-13
RCL Call
ROYAL CARIBBEAN GROUP
New
Shares1
Event2026-03-31
Filed2026-05-13
BMY Call
BRISTOL-MYERS SQUIBB CO
New
Shares4
Event2026-03-31
Filed2026-05-13
JNJ Call
JOHNSON & JOHNSON
New
Shares1
Event2026-03-31
Filed2026-05-13
MPC Call
MARATHON PETE CORP
New
Shares1
Event2026-03-31
Filed2026-05-13
CITIGROUP INC Call
CITIGROUP INC
New
Shares2
Event2026-03-31
Filed2026-05-13
ITA Call
ISHARES TR
New
Shares1
Event2026-03-31
Filed2026-05-13
XLY Call
SELECT SECTOR SPDR TR
New
Shares2
Event2026-03-31
Filed2026-05-13
TE CONNECTIVITY PLC Call
TE CONNECTIVITY PLC
New
Shares1
Event2026-03-31
Filed2026-05-13
AMZN Call
AMAZON COM INC
New
Shares1
Event2026-03-31
Filed2026-05-13
BA Call
BOEING CO
New
Shares1
Event2026-03-31
Filed2026-05-13
XLF Call
SELECT SECTOR SPDR TR
New
Shares4
Event2026-03-31
Filed2026-05-13
DIS Call
DISNEY WALT CO
New
Shares2
Event2026-03-31
Filed2026-05-13
CRM Call
SALESFORCE INC
New
Shares1
Event2026-03-31
Filed2026-05-13
BIIB Call
BIOGEN INC
New
Shares1
Event2026-03-31
Filed2026-05-13
NVDA Call
NVIDIA CORPORATION
New
Shares1
Event2026-03-31
Filed2026-05-13
ALGN Call
ALIGN TECHNOLOGY INC
New
Shares1
Event2026-03-31
Filed2026-05-13
BDX Call
BECTON DICKINSON & CO
New
Shares1
Event2026-03-31
Filed2026-05-13
LDOS Call
LEIDOS HOLDINGS INC
New
Shares1
Event2026-03-31
Filed2026-05-13
XLV Call
SELECT SECTOR SPDR TR
New
Shares1
Event2026-03-31
Filed2026-05-13
CFR Call
CULLEN FROST BANKERS INC
New
Shares1
Event2026-03-31
Filed2026-05-13
DHI Call
D R HORTON INC
New
Shares1
Event2026-03-31
Filed2026-05-13
CBRE Call
CBRE GROUP INC
New
Shares1
Event2026-03-31
Filed2026-05-13
COP Call
CONOCOPHILLIPS
New
Shares1
Event2026-03-31
Filed2026-05-13
INTC Call
INTEL CORP
New
Shares3
Event2026-03-31
Filed2026-05-13
TSN Call
TYSON FOODS INC
New
Shares2
Event2026-03-31
Filed2026-05-13
CTSH Call
COGNIZANT TECHNOLOGY SOLUTIO
New
Shares2
Event2026-03-31
Filed2026-05-13
MAS Call
MASCO CORP
New
Shares2
Event2026-03-31
Filed2026-05-13
BK Call
BANK NEW YORK MELLON CORP
New
Shares1
Event2026-03-31
Filed2026-05-13
T Call
AT&T INC
New
Shares4
Event2026-03-31
Filed2026-05-13
FI Call
FISERV INC
New
Shares2
Event2026-03-31
Filed2026-05-13
RIO Call
RIO TINTO PLC
New
Shares1
Event2026-03-31
Filed2026-05-13
TD Call
TORONTO DOMINION BK ONT
New
Shares1
Event2026-03-31
Filed2026-05-13
XEL Call
XCEL ENERGY INC
New
Shares1
Event2026-03-31
Filed2026-05-13
CSCO Call
CISCO SYS INC
New
Shares1
Event2026-03-31
Filed2026-05-13
EMN Call
EASTMAN CHEM CO
New
Shares1
Event2026-03-31
Filed2026-05-13
CVS Call
CVS HEALTH CORP
New
Shares1
Event2026-03-31
Filed2026-05-13
KR Call
KROGER CO
New
Shares1
Event2026-03-31
Filed2026-05-13
DAL Call
DELTA AIR LINES INC
New
Shares1
Event2026-03-31
Filed2026-05-13
FCX Call
FREEPORT MCMORAN INC
New
Shares1
Event2026-03-31
Filed2026-05-13
CMCSA Call
COMCAST CORP NEW
New
Shares2
Event2026-03-31
Filed2026-05-13
NKE Call
NIKE INC
New
Shares1
Event2026-03-31
Filed2026-05-13
SLB Call
SLB LIMITED
New
Shares1
Event2026-03-31
Filed2026-05-13
VZ Call
VERIZON COMMUNICATIONS INC
New
Shares1
Event2026-03-31
Filed2026-05-13
BP Call
BP PLC
New
Shares1
Event2026-03-31
Filed2026-05-13
PYPL Call
PAYPAL HLDGS INC
New
Shares1
Event2026-03-31
Filed2026-05-13
LKQ Call
LKQ CORP
New
Shares1
Event2026-03-31
Filed2026-05-13
PFE Call
PFIZER INC
New
Shares1
Event2026-03-31
Filed2026-05-13
WBD Call
WARNER BROS DISCOVERY INC
New
Shares1
Event2026-03-31
Filed2026-05-13
SONY Call
SONY GROUP CORP
New
Shares1
Event2026-03-31
Filed2026-05-13

Put Option Holdings
DB Put
DEUTSCHE BK AG
New
Shares22.3K
Event2026-03-31
Filed2026-05-13
Orion Porfolio Solutions, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo