The Analysis of Pacific Center for Financial Services's Holdings & P&L


Currently, Pacific Center for Financial Services holds 513 types of securities in its portfolio with a total value $394.3M. In the most recent quarter, they have increased their positions in VXUS (+301.7K shares, valued at $23.3M), SHV (+64.7K shares, valued at $7.1M), VUSB (+122.0K shares, valued at $6.1M); decreased their positions in VNQ (-141.0K shares, valued at $12.5M), N/A (-7.6K shares, valued at $4.4M), VTI (-9.0K shares, valued at $2.9M); initiated new positions in N/A (+3.9K shares, valued at $100.7K), N/A (+1.7K shares, valued at $90.5K), PGF (+4.0K shares, valued at $54.6K).


1M P&L
+8.2M+2.48%
3M P&L
-130.1M-27.65%
HY P&L
-111.6M-24.69%

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/A276.2M
86.8%
2Consumer Electronics8.4M
2.6%
3Semiconductors3.8M
1.2%

Top Industries by Stock Count

1N/A144 stocks
32.7%
2Software - Application12 stocks
2.7%
3Drug Manufacturers - General11 stocks
2.5%
Stock Holdings
VUSB
VANGUARD BD INDEX FDS
12.17%
Shares1.1M
Event2026-03-31
Filed2026-05-12
INVESCO QQQ TR
INVESCO QQQ TR
-8.06%
Shares86.9K
Event2026-03-31
Filed2026-05-12
VTI
VANGUARD INDEX FDS
-6.47%
Shares129.9K
Event2026-03-31
Filed2026-05-12
SMLF
ISHARES TR
-5.12%
Shares378.3K
Event2026-03-31
Filed2026-05-12
VO
VANGUARD INDEX FDS
-2.11%
Shares90.1K
Event2026-03-31
Filed2026-05-12
VXUS
VANGUARD STAR FDS
1440.83%
Shares322.6K
Event2026-03-31
Filed2026-05-12
USMV
ISHARES TR
-3.07%
Shares231.0K
Event2026-03-31
Filed2026-05-12
IJH
ISHARES TR
-5.88%
Shares216.1K
Event2026-03-31
Filed2026-05-12
MGK
VANGUARD WORLD FD
-2.29%
Shares34.0K
Event2026-03-31
Filed2026-05-12
JEPI
J P MORGAN EXCHANGE TRADED F
-3.53%
Shares154.7K
Event2026-03-31
Filed2026-05-12
AAPL
APPLE INC
-2.82%
Shares32.2K
Event2026-03-31
Filed2026-05-12
MDY
STATE STR SPDR S&P MIDCAP 40
-4.31%
Shares12.4K
Event2026-03-31
Filed2026-05-12
SHV
ISHARES TR
3433.16%
Shares66.6K
Event2026-03-31
Filed2026-05-12
VYM
VANGUARD WHITEHALL FDS
0.95%
Shares35.3K
Event2026-03-31
Filed2026-05-12
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
-11.23%
Shares50.8K
Event2026-03-31
Filed2026-05-12
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-14.77%
Shares7.3K
Event2026-03-31
Filed2026-05-12
CVX
CHEVRON CORPORATION
16.77%
Shares16.3K
Event2026-03-31
Filed2026-05-12
VNQ
VANGUARD INDEX FDS
-80.09%
Shares35.1K
Event2026-03-31
Filed2026-05-12
NVDA
NVIDIA CORPORATION
-11.36%
Shares17.0K
Event2026-03-31
Filed2026-05-12
VXF
VANGUARD INDEX FDS
2.11%
Shares12.8K
Event2026-03-31
Filed2026-05-12
SPY
STATE STR SPDR S&P 500 ETF T
-22.84%
Shares3.8K
Event2026-03-31
Filed2026-05-12
MSFT
MICROSOFT CORP
-0.19%
Shares4.8K
Event2026-03-31
Filed2026-05-12
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-5.62%
Shares2.9K
Event2026-03-31
Filed2026-05-12
SOXX
ISHARES TR
0.51%
Shares4.8K
Event2026-03-31
Filed2026-05-12
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares2
Event2026-03-31
Filed2026-05-12
ALPHABET INC
ALPHABET INC
-3.51%
Shares5.0K
Event2026-03-31
Filed2026-05-12
GLD
SPDR GOLD TR
-6.82%
Shares3.1K
Event2026-03-31
Filed2026-05-12
PG
PROCTER & GAMBLE CO
7.94%
Shares8.9K
Event2026-03-31
Filed2026-05-12
V
VISA INC
-17.33%
Shares4.2K
Event2026-03-31
Filed2026-05-12
IHI
ISHARES TR
0.01%
Shares21.1K
Event2026-03-31
Filed2026-05-12
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.02%
Shares23.2K
Event2026-03-31
Filed2026-05-12
T
AT&T INC
2.51%
Shares35.0K
Event2026-03-31
Filed2026-05-12
ALPHABET INC
ALPHABET INC
0.00%
Shares3.5K
Event2026-03-31
Filed2026-05-12
AMZN
AMAZON COM INC
-6.95%
Shares4.8K
Event2026-03-31
Filed2026-05-12
KMI
KINDER MORGAN INC DEL
-10.68%
Shares29.1K
Event2026-03-31
Filed2026-05-12
XOM
EXXON MOBIL CORP
-1.27%
Shares5.4K
Event2026-03-31
Filed2026-05-12
JPM
JPMORGAN CHASE & CO
-4.93%
Shares3.1K
Event2026-03-31
Filed2026-05-12
COST
COSTCO WHOLESALE CORPORATION
-3.58%
Shares915
Event2026-03-31
Filed2026-05-12
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-2.43%
Shares19.4K
Event2026-03-31
Filed2026-05-12
VHT
VANGUARD WORLD FD
-0.64%
Shares3.2K
Event2026-03-31
Filed2026-05-12
WFC
WELLS FARGO & CO
-7.11%
Shares10.8K
Event2026-03-31
Filed2026-05-12
IDV
ISHARES TR
-18.64%
Shares20.3K
Event2026-03-31
Filed2026-05-12
IJR
ISHARES TR
-20.65%
Shares6.8K
Event2026-03-31
Filed2026-05-12
XMHQ
INVESCO EXCHANGE TRADED FD T
-28.99%
Shares7.0K
Event2026-03-31
Filed2026-05-12
ICSH
ISHARES TR
-5.41%
Shares13.7K
Event2026-03-31
Filed2026-05-12
AMJB
JPMORGAN CHASE FINL CO LLC
57.56%
Shares19.8K
Event2026-03-31
Filed2026-05-12
XLV
SELECT SECTOR SPDR TR
-15.59%
Shares4.6K
Event2026-03-31
Filed2026-05-12
EATON CORP PLC
EATON CORP PLC
0.53%
Shares1.9K
Event2026-03-31
Filed2026-05-12
PFF
ISHARES TR
26.65%
Shares22.0K
Event2026-03-31
Filed2026-05-12
EFAV
ISHARES TR
1.56%
Shares7.2K
Event2026-03-31
Filed2026-05-12
VLO
VALERO ENERGY CORP
0.00%
Shares2.7K
Event2026-03-31
Filed2026-05-12
ASML
ASML HLDG NV
-14.90%
Shares491
Event2026-03-31
Filed2026-05-12
JEPQ
J P MORGAN EXCHANGE TRADED F
2.41%
Shares10.7K
Event2026-03-31
Filed2026-05-12
DIS
DISNEY WALT CO
38.09%
Shares6.0K
Event2026-03-31
Filed2026-05-12
XBI
SPDR SERIES TRUST
0.37%
Shares4.4K
Event2026-03-31
Filed2026-05-12
CAT
CATERPILLAR INC
9.86%
Shares758
Event2026-03-31
Filed2026-05-12
KO
COCA COLA CO
29.35%
Shares7.0K
Event2026-03-31
Filed2026-05-12
GE AEROSPACE
GE AEROSPACE
-0.67%
Shares1.8K
Event2026-03-31
Filed2026-05-12
JNJ
JOHNSON & JOHNSON
19.03%
Shares1.9K
Event2026-03-31
Filed2026-05-12
NEE
NEXTERA ENERGY INC
0.43%
Shares4.9K
Event2026-03-31
Filed2026-05-12
META
META PLATFORMS INC
-13.59%
Shares763
Event2026-03-31
Filed2026-05-12
VIG
VANGUARD SPECIALIZED FUNDS
-12.31%
Shares2.0K
Event2026-03-31
Filed2026-05-12
AVT
AVNET INC
0.00%
Shares6.6K
Event2026-03-31
Filed2026-05-12
XLE
SELECT SECTOR SPDR TR
64.73%
Shares6.6K
Event2026-03-31
Filed2026-05-12
XLK
SELECT SECTOR SPDR TR
100.00%
Shares2.8K
Event2026-03-31
Filed2026-05-12
DIA
STATE STR SPDR DOW JONES IND
-1.48%
Shares801
Event2026-03-31
Filed2026-05-12
CITIGROUP INC
CITIGROUP INC
-11.88%
Shares3.3K
Event2026-03-31
Filed2026-05-12
VZ
VERIZON COMMUNICATIONS INC
-1.40%
Shares6.6K
Event2026-03-31
Filed2026-05-12
DVY
ISHARES TR
1.50%
Shares2.2K
Event2026-03-31
Filed2026-05-12
SUSA
ISHARES TR
-42.38%
Shares2.5K
Event2026-03-31
Filed2026-05-12
SCHD
SCHWAB STRATEGIC TR
2.17%
Shares10.0K
Event2026-03-31
Filed2026-05-12
NFLX
NETFLIX INC.
900.00%
Shares3.1K
Event2026-03-31
Filed2026-05-12
VOOG
VANGUARD ADMIRAL FDS INC
0.00%
Shares708
Event2026-03-31
Filed2026-05-12
IWF
ISHARES TR
0.00%
Shares673
Event2026-03-31
Filed2026-05-12
ED
CONSOLIDATED EDISON INC
25.00%
Shares2.5K
Event2026-03-31
Filed2026-05-12
XMLV
INVESCO EXCH TRADED FD TR II
0.93%
Shares4.4K
Event2026-03-31
Filed2026-05-12
XLU
SELECT SECTOR SPDR TR
288.34%
Shares6.0K
Event2026-03-31
Filed2026-05-12
BAC
BANK AMERICA CORP
-19.77%
Shares5.5K
Event2026-03-31
Filed2026-05-12
PM
PHILIP MORRIS INTL INC
88.76%
Shares1.6K
Event2026-03-31
Filed2026-05-12
DLB
DOLBY LABORATORIES INC
0.00%
Shares4.1K
Event2026-03-31
Filed2026-05-12
IWV
ISHARES TR
5.24%
Shares663
Event2026-03-31
Filed2026-05-12
LINDE PLC
LINDE PLC
0.00%
Shares494
Event2026-03-31
Filed2026-05-12
MERCK & CO INC
MERCK & CO INC
-19.79%
Shares2.0K
Event2026-03-31
Filed2026-05-12
AEP
AMERICAN ELEC PWR CO INC
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-12
XLRE
SELECT SECTOR SPDR TR
-90.96%
Shares5.7K
Event2026-03-31
Filed2026-05-12
VGT
VANGUARD WORLD FD
0.00%
Shares329
Event2026-03-31
Filed2026-05-12
ROST
ROSS STORES INC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-12
ABBV
ABBVIE INC
-17.09%
Shares1.0K
Event2026-03-31
Filed2026-05-12
SMH
VANECK ETF TRUST
0.00%
Shares561
Event2026-03-31
Filed2026-05-12
BKNG
BOOKING HOLDINGS INC
0.00%
Shares50
Event2026-03-31
Filed2026-05-12
HON
HONEYWELL INTL INC
-34.26%
Shares927
Event2026-03-31
Filed2026-05-12
VOOV
VANGUARD ADMIRAL FDS INC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-12
REZ
ISHARES TR
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-12
XLF
SELECT SECTOR SPDR TR
-16.88%
Shares4.1K
Event2026-03-31
Filed2026-05-12
SHY
ISHARES TR
0.25%
Shares2.4K
Event2026-03-31
Filed2026-05-12
CPRT
COPART INC
-21.68%
Shares6.1K
Event2026-03-31
Filed2026-05-12
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-9.33%
Shares4.1K
Event2026-03-31
Filed2026-05-12
BANF
BANCFIRST CORP
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-12
MCK
MCKESSON CORP
0.00%
Shares219
Event2026-03-31
Filed2026-05-12
ADP
AUTOMATIC DATA PROCESSING IN
7.65%
Shares915
Event2026-03-31
Filed2026-05-12
VPU
VANGUARD WORLD FD
0.00%
Shares918
Event2026-03-31
Filed2026-05-12
SCHB
SCHWAB STRATEGIC TR
1.85%
Shares7.1K
Event2026-03-31
Filed2026-05-12
SPYX
SPDR SERIES TRUST
-36.04%
Shares3.3K
Event2026-03-31
Filed2026-05-12
HD
HOME DEPOT INC
-11.56%
Shares520
Event2026-03-31
Filed2026-05-12
BMY
BRISTOL-MYERS SQUIBB CO
0.00%
Shares2.8K
Event2026-03-31
Filed2026-05-12
PHYS
SPROTT ASSET MANAGEMENT LP
-46.23%
Shares4.7K
Event2026-03-31
Filed2026-05-12
VB
VANGUARD INDEX FDS
12.72%
Shares629
Event2026-03-31
Filed2026-05-12
VOE
VANGUARD INDEX FDS
-25.57%
Shares879
Event2026-03-31
Filed2026-05-12
MO
ALTRIA GROUP INC
46.82%
Shares2.4K
Event2026-03-31
Filed2026-05-12
HSY
HERSHEY CO
0.00%
Shares746
Event2026-03-31
Filed2026-05-12
ACWV
ISHARES INC
1.11%
Shares1.3K
Event2026-03-31
Filed2026-05-12
EMR
EMERSON ELEC CO
27.53%
Shares1.2K
Event2026-03-31
Filed2026-05-12
SLV
ISHARES SILVER TR
7.78%
Shares2.2K
Event2026-03-31
Filed2026-05-12
ORCL
ORACLE CORP
-13.94%
Shares1.0K
Event2026-03-31
Filed2026-05-12
CSCO
CISCO SYS INC
-21.71%
Shares1.9K
Event2026-03-31
Filed2026-05-12
DFUV
DIMENSIONAL ETF TRUST
5.59%
Shares3.0K
Event2026-03-31
Filed2026-05-12
GNRC
GENERAC HLDGS INC
0.00%
Shares738
Event2026-03-31
Filed2026-05-12
MINT
PIMCO ETF TR
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-12
HACK
AMPLIFY ETF TR
0.11%
Shares1.9K
Event2026-03-31
Filed2026-05-12
ITOT
ISHARES TR
0.00%
Shares985
Event2026-03-31
Filed2026-05-12
DTE
DTE ENERGY CO
0.00%
Shares920
Event2026-03-31
Filed2026-05-12
PFE
PFIZER INC
5.86%
Shares4.8K
Event2026-03-31
Filed2026-05-12
ECL
ECOLAB INC
0.00%
Shares500
Event2026-03-31
Filed2026-05-12
CMCSA
COMCAST CORP NEW
-12.40%
Shares4.6K
Event2026-03-31
Filed2026-05-12
PGJ
INVESCO EXCHANGE TRADED FD T
0.00%
Shares5.1K
Event2026-03-31
Filed2026-05-12
WBD
WARNER BROS DISCOVERY INC
12.20%
Shares4.6K
Event2026-03-31
Filed2026-05-12
VODAFONE GROUP PLC
VODAFONE GROUP PLC
4.99%
Shares7.8K
Event2026-03-31
Filed2026-05-12
UNP
UNION PAC CORP
0.00%
Shares464
Event2026-03-31
Filed2026-05-12
FAST
FASTENAL CO
0.00%
Shares2.4K
Event2026-03-31
Filed2026-05-12
AXP
AMERICAN EXPRESS CO
10.27%
Shares365
Event2026-03-31
Filed2026-05-12
DLR
DIGITAL RLTY TR INC
0.66%
Shares606
Event2026-03-31
Filed2026-05-12
BK
BANK NEW YORK MELLON CORP
0.00%
Shares920
Event2026-03-31
Filed2026-05-12
WMT
WALMART INC
-54.35%
Shares871
Event2026-03-31
Filed2026-05-12
GS
GOLDMAN SACHS GROUP INC
0.81%
Shares125
Event2026-03-31
Filed2026-05-12
QQQM
INVESCO EXCH TRADED FD TR II
0.23%
Shares443
Event2026-03-31
Filed2026-05-12
IBB
ISHARES TR
0.16%
Shares623
Event2026-03-31
Filed2026-05-12
BMI
BADGER METER INC
0.00%
Shares673
Event2026-03-31
Filed2026-05-12
IWB
ISHARES TR
0.00%
Shares286
Event2026-03-31
Filed2026-05-12
DFIV
DIMENSIONAL ETF TRUST
3.46%
Shares1.9K
Event2026-03-31
Filed2026-05-12
MCD
MCDONALDS CORP
-14.02%
Shares325
Event2026-03-31
Filed2026-05-12
VIRTUS ETF TR II
VIRTUS ETF TR II
New
Shares3.9K
Event2026-03-31
Filed2026-05-12
USB
US BANCORP
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-12
QCOM
QUALCOMM INC
0.00%
Shares746
Event2026-03-31
Filed2026-05-12
BA
BOEING CO
0.00%
Shares474
Event2026-03-31
Filed2026-05-12
KEYS
KEYSIGHT TECHNOLOGIES INC
-2.93%
Shares331
Event2026-03-31
Filed2026-05-12
UNH
UNITEDHEALTH GROUP INC
0.00%
Shares344
Event2026-03-31
Filed2026-05-12
AMGN
AMGEN INC
0.00%
Shares264
Event2026-03-31
Filed2026-05-12
GEV
GE VERNOVA INC
8.16%
Shares106
Event2026-03-31
Filed2026-05-12
VFH
VANGUARD WORLD FD
0.00%
Shares758
Event2026-03-31
Filed2026-05-12
IBM
INTERNATIONAL BUSINESS MACHS
20.83%
Shares377
Event2026-03-31
Filed2026-05-12
PSA
PUBLIC STORAGE OPER CO
0.00%
Shares336
Event2026-03-31
Filed2026-05-12
PROFESIONALLY MANAGED PORTFO
PROFESIONALLY MANAGED PORTFO
New
Shares1.7K
Event2026-03-31
Filed2026-05-12
PHO
INVESCO EXCHANGE TRADED FD T
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-12
SPYV
SPDR SERIES TRUST
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-12
IWM
ISHARES TR
0.00%
Shares351
Event2026-03-31
Filed2026-05-12
CMG
CHIPOTLE MEXICAN GRILL INC
0.00%
Shares2.7K
Event2026-03-31
Filed2026-05-12
GILD
GILEAD SCIENCES INC
2.15%
Shares617
Event2026-03-31
Filed2026-05-12
XLI
SELECT SECTOR SPDR TR
-8.03%
Shares527
Event2026-03-31
Filed2026-05-12
DCI
DONALDSON INC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-12
PCG
PG&E CORP
0.21%
Shares4.8K
Event2026-03-31
Filed2026-05-12
STOT
SSGA ACTIVE TR
0.82%
Shares1.7K
Event2026-03-31
Filed2026-05-12
SCHF
SCHWAB STRATEGIC TR
1.52%
Shares3.1K
Event2026-03-31
Filed2026-05-12
TECH
BIO-TECHNE CORP
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-12
XLY
SELECT SECTOR SPDR TR
79.59%
Shares704
Event2026-03-31
Filed2026-05-12
BABA
ALIBABA GROUP HLDG LTD
0.00%
Shares611
Event2026-03-31
Filed2026-05-12
VEA
VANGUARD TAX-MANAGED FDS
6.78%
Shares1.2K
Event2026-03-31
Filed2026-05-12
AOM
ISHARES TR
1.72%
Shares1.6K
Event2026-03-31
Filed2026-05-12
CCL
CARNIVAL CORP
-2.93%
Shares2.9K
Event2026-03-31
Filed2026-05-12
IGIB
ISHARES TR
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-12
VFVA
VANGUARD WELLINGTON FD
0.73%
Shares553
Event2026-03-31
Filed2026-05-12
IUSV
ISHARES TR
0.00%
Shares709
Event2026-03-31
Filed2026-05-12
NVT
NVENT ELEC PLC
0.00%
Shares600
Event2026-03-31
Filed2026-05-12
COMB
GRANITESHARES ETF TR
27.76%
Shares2.7K
Event2026-03-31
Filed2026-05-12
SPMB
SPDR SERIES TRUST
0.00%
Shares3.1K
Event2026-03-31
Filed2026-05-12
IUSG
ISHARES TR
0.00%
Shares442
Event2026-03-31
Filed2026-05-12
VTV
VANGUARD INDEX FDS
0.00%
Shares343
Event2026-03-31
Filed2026-05-12
A
AGILENT TECHNOLOGIES INC
-3.59%
Shares590
Event2026-03-31
Filed2026-05-12
CHRW
C H ROBINSON WORLDWIDE IN
0.00%
Shares400
Event2026-03-31
Filed2026-05-12
HPE
HEWLETT PACKARD ENTERPRISE C
0.00%
Shares2.8K
Event2026-03-31
Filed2026-05-12
ESGD
ISHARES TR
0.00%
Shares673
Event2026-03-31
Filed2026-05-12
DTM
DT MIDSTREAM INC
0.00%
Shares459
Event2026-03-31
Filed2026-05-12
TGT
TARGET CORP
0.00%
Shares509
Event2026-03-31
Filed2026-05-12
VUG
VANGUARD INDEX FDS
0.00%
Shares139
Event2026-03-31
Filed2026-05-12
SPWO
SP FUNDS TRUST
106.06%
Shares2.1K
Event2026-03-31
Filed2026-05-12
BSV
VANGUARD BD INDEX FDS
12.81%
Shares766
Event2026-03-31
Filed2026-05-12
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
0.00%
Shares286
Event2026-03-31
Filed2026-05-12
VRT
VERTIV HOLDINGS CO
17.50%
Shares235
Event2026-03-31
Filed2026-05-12
TSLA
TESLA INC
0.00%
Shares158
Event2026-03-31
Filed2026-05-12
HLAL
LISTED FDS TR
0.00%
Shares978
Event2026-03-31
Filed2026-05-12
SPTI
SPDR SERIES TRUST
-8.20%
Shares1.9K
Event2026-03-31
Filed2026-05-12
VREX
VAREX IMAGING CORP
0.00%
Shares5.2K
Event2026-03-31
Filed2026-05-12
SBUX
STARBUCKS CORP
-3.48%
Shares611
Event2026-03-31
Filed2026-05-12
PGF
INVESCO EXCHANGE TRADED FD T
New
Shares4.0K
Event2026-03-31
Filed2026-05-12
MMM
3M CO
70.51%
Shares370
Event2026-03-31
Filed2026-05-12
HP INC
HP INC
0.00%
Shares2.8K
Event2026-03-31
Filed2026-05-12
PH
PARKER-HANNIFIN CORP
0.00%
Shares59
Event2026-03-31
Filed2026-05-12
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
0.00%
Shares266
Event2026-03-31
Filed2026-05-12
AMD
ADVANCED MICRO DEVICES INC
0.00%
Shares258
Event2026-03-31
Filed2026-05-12
DFAS
DIMENSIONAL ETF TRUST
0.00%
Shares736
Event2026-03-31
Filed2026-05-12
PNW
PINNACLE WEST CAP CORP
0.00%
Shares500
Event2026-03-31
Filed2026-05-12
ET
ENERGY TRANSFER L P
34.69%
Shares2.6K
Event2026-03-31
Filed2026-05-12
ESGV
VANGUARD WORLD FD
0.45%
Shares443
Event2026-03-31
Filed2026-05-12
ABT
ABBOTT LABORATORIES
30.54%
Shares483
Event2026-03-31
Filed2026-05-12
EVRG
EVERGY INC
0.00%
Shares598
Event2026-03-31
Filed2026-05-12
FXI
ISHARES TR
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-12
DE
DEERE & CO
70.00%
Shares85
Event2026-03-31
Filed2026-05-12
IJS
ISHARES TR
0.00%
Shares400
Event2026-03-31
Filed2026-05-12
EEM
ISHARES TR
0.00%
Shares789
Event2026-03-31
Filed2026-05-12
IWR
ISHARES TR
0.00%
Shares448
Event2026-03-31
Filed2026-05-12
CARZ
FIRST TR EXCHANGE-TRADED FD
1.51%
Shares538
Event2026-03-31
Filed2026-05-12
PEP
PEPSICO INC
1.10%
Shares276
Event2026-03-31
Filed2026-05-12
UPS
UNITED PARCEL SVCS INC
0.00%
Shares425
Event2026-03-31
Filed2026-05-12
RTX
RTX CORPORATION
0.00%
Shares213
Event2026-03-31
Filed2026-05-12
INTC
INTEL CORP
0.00%
Shares913
Event2026-03-31
Filed2026-05-12
BROADCOM INC
BROADCOM INC
7.50%
Shares129
Event2026-03-31
Filed2026-05-12
SPYD
SPDR SERIES TRUST
New
Shares875
Event2026-03-31
Filed2026-05-12
EPD
ENTERPRISE PRODS PARTNERS L
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-12
DASH
DOORDASH INC
66.67%
Shares250
Event2026-03-31
Filed2026-05-12
ALK
ALASKA AIR GROUP INC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-12
KIM
KIMCO REALTY CORP
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-12
ICLN
ISHARES TR
0.78%
Shares1.9K
Event2026-03-31
Filed2026-05-12
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares175
Event2026-03-31
Filed2026-05-12
F
FORD MTR CO
52.58%
Shares3.0K
Event2026-03-31
Filed2026-05-12
XLP
SELECT SECTOR SPDR TR
-9.34%
Shares398
Event2026-03-31
Filed2026-05-12
SRE
SEMPRA
-35.77%
Shares334
Event2026-03-31
Filed2026-05-12
PRU
PRUDENTIAL FINL INC
0.00%
Shares328
Event2026-03-31
Filed2026-05-12
EME
EMCOR GROUP INC
0.00%
Shares41
Event2026-03-31
Filed2026-05-12
MA
MASTERCARD INCORPORATED
-86.78%
Shares60
Event2026-03-31
Filed2026-05-12
CSX
CSX CORP
0.00%
Shares720
Event2026-03-31
Filed2026-05-12
PLD
PROLOGIS INC.
0.00%
Shares223
Event2026-03-31
Filed2026-05-12
SNA
SNAP ON INC
0.00%
Shares80
Event2026-03-31
Filed2026-05-12
CSQ
CALAMOS STRATEGIC TOTAL RETU
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-12
VWO
VANGUARD INTL EQUITY INDEX F
-39.54%
Shares526
Event2026-03-31
Filed2026-05-12
IEFA
ISHARES TR
0.00%
Shares314
Event2026-03-31
Filed2026-05-12
UMMA
LISTED FDS TR
0.00%
Shares919
Event2026-03-31
Filed2026-05-12
MFC
MANULIFE FINL CORP
0.00%
Shares817
Event2026-03-31
Filed2026-05-12
IYF
ISHARES TR
0.00%
Shares236
Event2026-03-31
Filed2026-05-12
SPTL
SPDR SERIES TRUST
-20.43%
Shares997
Event2026-03-31
Filed2026-05-12
VT
VANGUARD INTL EQUITY INDEX F
1.08%
Shares188
Event2026-03-31
Filed2026-05-12
KOMP
SPDR SERIES TRUST
0.00%
Shares437
Event2026-03-31
Filed2026-05-12
CRM
SALESFORCE INC
-35.07%
Shares137
Event2026-03-31
Filed2026-05-12
PEG
PUBLIC SVC ENTERPRISE GROUP
0.00%
Shares314
Event2026-03-31
Filed2026-05-12
LQD
ISHARES TR
-12.83%
Shares231
Event2026-03-31
Filed2026-05-12
TSCO
TRACTOR SUPPLY CO
0.00%
Shares550
Event2026-03-31
Filed2026-05-12
TJX
TJX COS INC NEW
0.00%
Shares155
Event2026-03-31
Filed2026-05-12
FUL
FULLER H B CO
0.00%
Shares400
Event2026-03-31
Filed2026-05-12
QCLN
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares525
Event2026-03-31
Filed2026-05-12
NKE
NIKE INC
0.00%
Shares461
Event2026-03-31
Filed2026-05-12
AFL
AFLAC INC
0.00%
Shares220
Event2026-03-31
Filed2026-05-12
WPM
WHEATON PRECIOUS METALS CORP
0.00%
Shares183
Event2026-03-31
Filed2026-05-12
SMMV
ISHARES TR
-14.02%
Shares546
Event2026-03-31
Filed2026-05-12
FDX
FEDEX CORP
100.00%
Shares66
Event2026-03-31
Filed2026-05-12
LUV
SOUTHWEST AIRLS CO
0.00%
Shares607
Event2026-03-31
Filed2026-05-12
PAVE
GLOBAL X FDS
0.45%
Shares448
Event2026-03-31
Filed2026-05-12
IAGG
ISHARES TR
-20.07%
Shares454
Event2026-03-31
Filed2026-05-12
EQIX
EQUINIX INC
0.00%
Shares23
Event2026-03-31
Filed2026-05-12
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
69.57%
Shares117
Event2026-03-31
Filed2026-05-12
YUM
YUM BRANDS INC
0.00%
Shares140
Event2026-03-31
Filed2026-05-12
WDC
WESTERN DIGITAL CORP
0.00%
Shares80
Event2026-03-31
Filed2026-05-12
RSPH
INVESCO EXCHANGE TRADED FD T
0.43%
Shares705
Event2026-03-31
Filed2026-05-12
SPHQ
INVESCO EXCHANGE TRADED FD T
0.00%
Shares282
Event2026-03-31
Filed2026-05-12
ESS
ESSEX PPTY TR INC
-55.44%
Shares86
Event2026-03-31
Filed2026-05-12
STWD
STARWOOD PPTY TR INC
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-12
IJK
ISHARES TR
-33.77%
Shares204
Event2026-03-31
Filed2026-05-12
SNAP
SNAP INC
-40.40%
Shares4.4K
Event2026-03-31
Filed2026-05-12
WDAY
WORKDAY INC
0.00%
Shares157
Event2026-03-31
Filed2026-05-12
XT
ISHARES TR
0.00%
Shares298
Event2026-03-31
Filed2026-05-12
COF
CAPITAL ONE FINL CORP
0.00%
Shares111
Event2026-03-31
Filed2026-05-12
MET
METLIFE INC
0.00%
Shares286
Event2026-03-31
Filed2026-05-12
SCHH
SCHWAB STRATEGIC TR
0.00%
Shares929
Event2026-03-31
Filed2026-05-12
XLC
SELECT SECTOR SPDR TR
0.00%
Shares180
Event2026-03-31
Filed2026-05-12
IJJ
ISHARES TR
-32.73%
Shares148
Event2026-03-31
Filed2026-05-12
HWM
HOWMET AEROSPACE INC
0.00%
Shares85
Event2026-03-31
Filed2026-05-12
AWK
AMERICAN WTR WKS CO INC NEW
0.00%
Shares140
Event2026-03-31
Filed2026-05-12
MDLZ
MONDELEZ INTL INC
0.00%
Shares328
Event2026-03-31
Filed2026-05-12
NVS
NOVARTIS AG
0.00%
Shares123
Event2026-03-31
Filed2026-05-12
IEMG
ISHARES INC
0.00%
Shares269
Event2026-03-31
Filed2026-05-12
LOW
LOWES COS INC
0.00%
Shares78
Event2026-03-31
Filed2026-05-12
SPG
SIMON PPTY GROUP INC NEW
0.00%
Shares99
Event2026-03-31
Filed2026-05-12
MAR
MARRIOTT INTL INC NEW
0.00%
Shares56
Event2026-03-31
Filed2026-05-12
DVN
DEVON ENERGY CORP NEW
0.00%
Shares360
Event2026-03-31
Filed2026-05-12
CVS
CVS HEALTH CORP
0.00%
Shares250
Event2026-03-31
Filed2026-05-12
SOLSTICE ADVANCED MATLS INC
SOLSTICE ADVANCED MATLS INC
New
Shares229
Event2026-03-31
Filed2026-05-12
RIVN
RIVIAN AUTOMOTIVE INC
1050.00%
Shares1.1K
Event2026-03-31
Filed2026-05-12
SIL
GLOBAL X FDS
New
Shares187
Event2026-03-31
Filed2026-05-12
OKE
ONEOK INC NEW
0.00%
Shares183
Event2026-03-31
Filed2026-05-12
SNDK
SANDISK CORP
0.00%
Shares26
Event2026-03-31
Filed2026-05-12
FTSM
FIRST TR EXCHANGE-TRADED FD
New
Shares276
Event2026-03-31
Filed2026-05-12
AGG
ISHARES TR
New
Shares164
Event2026-03-31
Filed2026-05-12
BXMT
BLACKSTONE MORTGAGE TRUST IN
0.00%
Shares850
Event2026-03-31
Filed2026-05-12
FITB
FIFTH THIRD BANCORP
0.00%
Shares350
Event2026-03-31
Filed2026-05-12
SPYM
SPDR SERIES TRUST
0.00%
Shares212
Event2026-03-31
Filed2026-05-12
IDNA
ISHARES TR
0.55%
Shares553
Event2026-03-31
Filed2026-05-12
EIX
EDISON INTL
0.00%
Shares218
Event2026-03-31
Filed2026-05-12
MPWR
MONOLITHIC PWR SYS INC
0.00%
Shares14
Event2026-03-31
Filed2026-05-12
KR
KROGER CO
0.00%
Shares206
Event2026-03-31
Filed2026-05-12
GBTC
GRAYSCALE BITCOIN TRUST ETF
-41.05%
Shares280
Event2026-03-31
Filed2026-05-12
FBIN
FORTUNE BRANDS INNOVATIONS I
0.00%
Shares375
Event2026-03-31
Filed2026-05-12
PAGP
PLAINS GP HLDGS L P
New
Shares600
Event2026-03-31
Filed2026-05-12
HLT
HILTON WORLDWIDE HLDGS INC
0.00%
Shares47
Event2026-03-31
Filed2026-05-12
QQQJ
INVESCO EXCH TRADED FD TR II
0.26%
Shares379
Event2026-03-31
Filed2026-05-12
CR
CRANE COMPANY
0.00%
Shares79
Event2026-03-31
Filed2026-05-12
PGR
PROGRESSIVE CORP
0.00%
Shares68
Event2026-03-31
Filed2026-05-12
GIS
GENERAL MILLS INC
0.00%
Shares357
Event2026-03-31
Filed2026-05-12
PARAMOUNT SKYDANCE CORP
PARAMOUNT SKYDANCE CORP
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-12
CAKE
CHEESECAKE FACTORY INC
0.00%
Shares239
Event2026-03-31
Filed2026-05-12
LLY
ELI LILLY & CO
0.00%
Shares14
Event2026-03-31
Filed2026-05-12
LAM RESEARCH CORP
LAM RESEARCH CORP
0.00%
Shares60
Event2026-03-31
Filed2026-05-12
IWC
ISHARES TR
0.00%
Shares79
Event2026-03-31
Filed2026-05-12
NWSA
NEWS CORP NEW
0.00%
Shares505
Event2026-03-31
Filed2026-05-12
VOT
VANGUARD INDEX FDS
-12.73%
Shares48
Event2026-03-31
Filed2026-05-12
WES
WESTERN MIDSTREAM PARTNERS L
New
Shares300
Event2026-03-31
Filed2026-05-12
ROKU
ROKU INC
0.00%
Shares130
Event2026-03-31
Filed2026-05-12
ARTY
ISHARES TR
0.00%
Shares260
Event2026-03-31
Filed2026-05-12
AMT
AMERICAN TOWER CORP
0.00%
Shares70
Event2026-03-31
Filed2026-05-12
SPYG
SPDR SERIES TRUST
0.83%
Shares122
Event2026-03-31
Filed2026-05-12
WM
WASTE MGMT INC DEL
0.00%
Shares51
Event2026-03-31
Filed2026-05-12
APH
AMPHENOL CORP
0.00%
Shares92
Event2026-03-31
Filed2026-05-12
CTVA
CORTEVA INC
0.00%
Shares136
Event2026-03-31
Filed2026-05-12
TRGP
TARGA RES CORP
New
Shares45
Event2026-03-31
Filed2026-05-12
LXP INDUSTRIAL TRUST
LXP INDUSTRIAL TRUST
New
Shares239
Event2026-03-31
Filed2026-05-12
INVH
INVITATION HOMES INC
0.00%
Shares438
Event2026-03-31
Filed2026-05-12
PLTR
PALANTIR TECHNOLOGIES INC
170.37%
Shares73
Event2026-03-31
Filed2026-05-12
FBT
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares52
Event2026-03-31
Filed2026-05-12
WTS
WATTS WATER TECHNOLOGIES INC
0.00%
Shares36
Event2026-03-31
Filed2026-05-12
BNDX
VANGUARD CHARLOTTE FDS
New
Shares217
Event2026-03-31
Filed2026-05-12
TT
TRANE TECHNOLOGIES PLC
New
Shares25
Event2026-03-31
Filed2026-05-12
D
DOMINION ENERGY INC
0.00%
Shares168
Event2026-03-31
Filed2026-05-12
NVO
NOVO-NORDISK A S
0.00%
Shares270
Event2026-03-31
Filed2026-05-12
WABC
WESTAMERICA BANCORPORATION
0.00%
Shares190
Event2026-03-31
Filed2026-05-12
RY
ROYAL BK CDA
0.00%
Shares60
Event2026-03-31
Filed2026-05-12
DELL
DELL TECHNOLOGIES INC
0.00%
Shares59
Event2026-03-31
Filed2026-05-12
ISRG
INTUITIVE SURGICAL INC
0.00%
Shares21
Event2026-03-31
Filed2026-05-12
TDY
TELEDYNE TECHNOLOGIES INC
0.00%
Shares16
Event2026-03-31
Filed2026-05-12
DFAC
DIMENSIONAL ETF TRUST
New
Shares246
Event2026-03-31
Filed2026-05-12
PSCE
INVESCO EXCH TRADED FD TR II
New
Shares152
Event2026-03-31
Filed2026-05-12
WH
WYNDHAM HOTELS & RESORTS INC
0.00%
Shares110
Event2026-03-31
Filed2026-05-12
HRB
BLOCK H & R INC
0.00%
Shares280
Event2026-03-31
Filed2026-05-12
ARKG
ARK ETF TR
0.00%
Shares332
Event2026-03-31
Filed2026-05-12
GEHC
GE HEALTHCARE TECHNOLOGIES I
0.00%
Shares122
Event2026-03-31
Filed2026-05-12
MPLX
MPLX LP
New
Shares149
Event2026-03-31
Filed2026-05-12
DEO
DIAGEO PLC
0.00%
Shares113
Event2026-03-31
Filed2026-05-12
RJF
RAYMOND JAMES FINL INC
0.00%
Shares58
Event2026-03-31
Filed2026-05-12
ULTA
ULTA BEAUTY INC
0.00%
Shares16
Event2026-03-31
Filed2026-05-12
THRM
GENTHERM INC
0.00%
Shares300
Event2026-03-31
Filed2026-05-12
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
0.00%
Shares42
Event2026-03-31
Filed2026-05-12
IP
INTERNATIONAL PAPER CO
0.00%
Shares220
Event2026-03-31
Filed2026-05-12
PWR
QUANTA SVCS INC
New
Shares14
Event2026-03-31
Filed2026-05-12
RMD
RESMED INC
0.00%
Shares34
Event2026-03-31
Filed2026-05-12
ENTG
ENTEGRIS INC
0.00%
Shares65
Event2026-03-31
Filed2026-05-12
TNL
TRAVEL PLUS LEISURE CO
0.00%
Shares110
Event2026-03-31
Filed2026-05-12
DHR
DANAHER CORP DEL
0.00%
Shares40
Event2026-03-31
Filed2026-05-12
LNC
LINCOLN NATL CORP IND
0.00%
Shares210
Event2026-03-31
Filed2026-05-12
SAIA
SAIA INC
0.00%
Shares21
Event2026-03-31
Filed2026-05-12
PPL
PPL CORP
0.00%
Shares190
Event2026-03-31
Filed2026-05-12
DECK
DECKERS OUTDOOR CORP
0.00%
Shares72
Event2026-03-31
Filed2026-05-12
MTUM
ISHARES TR
New
Shares30
Event2026-03-31
Filed2026-05-12
XOP
SPDR SERIES TRUST
0.00%
Shares39
Event2026-03-31
Filed2026-05-12
STERIS PLC
STERIS PLC
0.00%
Shares32
Event2026-03-31
Filed2026-05-12
INDY
ISHARES TR
0.00%
Shares166
Event2026-03-31
Filed2026-05-12
NTCT
NETSCOUT SYS INC
0.00%
Shares220
Event2026-03-31
Filed2026-05-12
ORLY
OREILLY AUTOMOTIVE INC
0.00%
Shares75
Event2026-03-31
Filed2026-05-12
YUMC
YUM CHINA HLDGS INC
0.00%
Shares140
Event2026-03-31
Filed2026-05-12
UYLD
ANGEL OAK FUNDS TRUST
New
Shares133
Event2026-03-31
Filed2026-05-12
DUHP
DIMENSIONAL ETF TRUST
New
Shares184
Event2026-03-31
Filed2026-05-12
PBD
INVESCO EXCH TRADED FD TR II
0.54%
Shares375
Event2026-03-31
Filed2026-05-12
CHD
CHURCH & DWIGHT CO INC
0.00%
Shares69
Event2026-03-31
Filed2026-05-12
PANW
PALO ALTO NETWORKS INC
New
Shares40
Event2026-03-31
Filed2026-05-12
PBW
INVESCO EXCHANGE TRADED FD T
0.00%
Shares202
Event2026-03-31
Filed2026-05-12
GSK PLC
GSK PLC
0.00%
Shares115
Event2026-03-31
Filed2026-05-12
MTD
METTLER TOLEDO INTERNATIONAL
0.00%
Shares5
Event2026-03-31
Filed2026-05-12
VERSANT MEDIA GROUP INC
VERSANT MEDIA GROUP INC
New
Shares170
Event2026-03-31
Filed2026-05-12
BAX
BAXTER INTL INC
0.00%
Shares371
Event2026-03-31
Filed2026-05-12
ARKK
ARK ETF TR
0.00%
Shares91
Event2026-03-31
Filed2026-05-12
SOLV
SOLVENTUM CORP
70.37%
Shares92
Event2026-03-31
Filed2026-05-12
DXYZ
DESTINY TECH100 INC
New
Shares200
Event2026-03-31
Filed2026-05-12
GPC
GENUINE PARTS CO
0.00%
Shares50
Event2026-03-31
Filed2026-05-12
DIOD
DIODES INC
0.00%
Shares77
Event2026-03-31
Filed2026-05-12
NOW
SERVICENOW INC
400.00%
Shares50
Event2026-03-31
Filed2026-05-12
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
0.00%
Shares52
Event2026-03-31
Filed2026-05-12
CIBR
FIRST TR EXCHANGE-TRADED FD
New
Shares81
Event2026-03-31
Filed2026-05-12
CRWD
CROWDSTRIKE HLDGS INC
New
Shares13
Event2026-03-31
Filed2026-05-12
UBER
UBER TECHNOLOGIES INC
17.24%
Shares68
Event2026-03-31
Filed2026-05-12
DFIC
DIMENSIONAL ETF TRUST
New
Shares137
Event2026-03-31
Filed2026-05-12
COOPER COS INC
COOPER COS INC
0.00%
Shares68
Event2026-03-31
Filed2026-05-12
WST
WEST PHARMACEUTICAL SVSC INC
0.00%
Shares19
Event2026-03-31
Filed2026-05-12
RHP
RYMAN HOSPITALITY PPTYS INC
0.00%
Shares51
Event2026-03-31
Filed2026-05-12
BAH
BOOZ ALLEN HAMILTON HLDG COR
0.00%
Shares60
Event2026-03-31
Filed2026-05-12
INVA
INNOVIVA INC
0.00%
Shares200
Event2026-03-31
Filed2026-05-12
ITA
ISHARES TR
New
Shares21
Event2026-03-31
Filed2026-05-12
FCEL
FUELCELL ENERGY INC
0.00%
Shares703
Event2026-03-31
Filed2026-05-12
QLYS
QUALYS INC
0.00%
Shares52
Event2026-03-31
Filed2026-05-12
MGM
MGM RESORTS INTERNATIONAL
0.00%
Shares123
Event2026-03-31
Filed2026-05-12
CRL
CHARLES RIV LABS INTL INC
0.00%
Shares26
Event2026-03-31
Filed2026-05-12
ADI
ANALOG DEVICES INC
0.00%
Shares14
Event2026-03-31
Filed2026-05-12
BOTZ
GLOBAL X FDS
0.00%
Shares132
Event2026-03-31
Filed2026-05-12
KKR & CO INC
KKR & CO INC
0.00%
Shares47
Event2026-03-31
Filed2026-05-12
TDIV
FIRST TR EXCHANGE TRADED FD
New
Shares42
Event2026-03-31
Filed2026-05-12
TMO
THERMO FISHER SCIENTIFIC INC
0.00%
Shares8
Event2026-03-31
Filed2026-05-12
MCO
MOODYS CORP
0.00%
Shares9
Event2026-03-31
Filed2026-05-12
QNITY ELECTRONICS INC
QNITY ELECTRONICS INC
New
Shares34
Event2026-03-31
Filed2026-05-12
AVSC
AMERICAN CENTY ETF TR
New
Shares62
Event2026-03-31
Filed2026-05-12
MSCI
MSCI INC
0.00%
Shares7
Event2026-03-31
Filed2026-05-12
MSTR
STRATEGY INC
-90.91%
Shares30
Event2026-03-31
Filed2026-05-12
PAYC
PAYCOM SOFTWARE INC
0.00%
Shares30
Event2026-03-31
Filed2026-05-12
POOL
POOL CORP
0.00%
Shares18
Event2026-03-31
Filed2026-05-12
SYK
STRYKER CORPORATION
0.00%
Shares11
Event2026-03-31
Filed2026-05-12
AVEM
AMERICAN CENTY ETF TR
New
Shares43
Event2026-03-31
Filed2026-05-12
FXO
FIRST TR EXCHANGE-TRADED FD
New
Shares60
Event2026-03-31
Filed2026-05-12
BLACKSTONE INC
BLACKSTONE INC
0.00%
Shares29
Event2026-03-31
Filed2026-05-12
UAL
UNITED AIRLS HLDGS INC
0.00%
Shares35
Event2026-03-31
Filed2026-05-12
BSX
BOSTON SCIENTIFIC CORP
0.00%
Shares51
Event2026-03-31
Filed2026-05-12
DIHP
DIMENSIONAL ETF TRUST
New
Shares98
Event2026-03-31
Filed2026-05-12
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
0.00%
Shares68
Event2026-03-31
Filed2026-05-12
IMTM
ISHARES TR
New
Shares63
Event2026-03-31
Filed2026-05-12
DXC
DXC TECHNOLOGY CO
0.00%
Shares239
Event2026-03-31
Filed2026-05-12
REZI
RESIDEO TECHNOLOGIES INC
0.00%
Shares85
Event2026-03-31
Filed2026-05-12
DOW
DOW HLDGS INC
0.00%
Shares68
Event2026-03-31
Filed2026-05-12
CARR
CARRIER GLOBAL CORPORATION
0.00%
Shares50
Event2026-03-31
Filed2026-05-12
SNPS
SYNOPSYS INC
0.00%
Shares7
Event2026-03-31
Filed2026-05-12
WHR
WHIRLPOOL CORP
0.00%
Shares50
Event2026-03-31
Filed2026-05-12
SKYY
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares24
Event2026-03-31
Filed2026-05-12
SBAC
SBA COMMUNICATIONS CORP
0.00%
Shares15
Event2026-03-31
Filed2026-05-12
SNOW
SNOWFLAKE INC
0.00%
Shares17
Event2026-03-31
Filed2026-05-12
CDC
VICTORY PORTFOLIOS II
-84.58%
Shares35
Event2026-03-31
Filed2026-05-12
BYD
BOYD GAMING CORP
0.00%
Shares29
Event2026-03-31
Filed2026-05-12
BP
BP PLC
0.00%
Shares50
Event2026-03-31
Filed2026-05-12
ARE
ALEXANDRIA REAL ESTATE EQ IN
-48.45%
Shares50
Event2026-03-31
Filed2026-05-12
PBF
PBF ENERGY INC
New
Shares45
Event2026-03-31
Filed2026-05-12
TAN
INVESCO EXCH TRADED FD TR II
0.00%
Shares38
Event2026-03-31
Filed2026-05-12
XIFR
XPLR INFRASTRUCTURE LP
0.00%
Shares201
Event2026-03-31
Filed2026-05-12
SHOP
SHOPIFY INC
0.00%
Shares18
Event2026-03-31
Filed2026-05-12
BROS
DUTCH BROS INC
0.00%
Shares41
Event2026-03-31
Filed2026-05-12
VFC
V F CORP
0.00%
Shares120
Event2026-03-31
Filed2026-05-12
ALGT
ALLEGIANT TRAVEL CO
0.00%
Shares25
Event2026-03-31
Filed2026-05-12
FDMT
4D MOLECULAR THERAPEUTICS IN
0.00%
Shares207
Event2026-03-31
Filed2026-05-12
OTIS
OTIS WORLDWIDE CORP
0.00%
Shares25
Event2026-03-31
Filed2026-05-12
WSM
WILLIAMS SONOMA INC
0.00%
Shares10
Event2026-03-31
Filed2026-05-12
NOK
NOKIA CORP
0.00%
Shares231
Event2026-03-31
Filed2026-05-12
KHC
KRAFT HEINZ CO
0.00%
Shares81
Event2026-03-31
Filed2026-05-12
GAP
GAP INC
0.00%
Shares75
Event2026-03-31
Filed2026-05-12
ALC
ALCON AG
0.00%
Shares24
Event2026-03-31
Filed2026-05-12
ADBE
ADOBE INC
0.00%
Shares7
Event2026-03-31
Filed2026-05-12
BMRN
BIOMARIN PHARMACEUTICAL INC
0.00%
Shares30
Event2026-03-31
Filed2026-05-12
EQR
EQUITY RESIDENTIAL
0.00%
Shares26
Event2026-03-31
Filed2026-05-12
MPC
MARATHON PETE CORP
New
Shares6
Event2026-03-31
Filed2026-05-12
PSX
PHILLIPS 66
-96.57%
Shares8
Event2026-03-31
Filed2026-05-12
HLN
HALEON PLC
0.00%
Shares144
Event2026-03-31
Filed2026-05-12
JPST
J P MORGAN EXCHANGE TRADED F
New
Shares28
Event2026-03-31
Filed2026-05-12
O
REALTY INCOME CORP
0.00%
Shares23
Event2026-03-31
Filed2026-05-12
LULU
LULULEMON ATHLETICA INC
-35.71%
Shares9
Event2026-03-31
Filed2026-05-12
LUMN
LUMEN TECHNOLOGIES INC
0.00%
Shares198
Event2026-03-31
Filed2026-05-12
RWX
SPDR INDEX SHS FDS
0.00%
Shares47
Event2026-03-31
Filed2026-05-12
ARISTA NETWORKS INC
ARISTA NETWORKS INC
New
Shares10
Event2026-03-31
Filed2026-05-12
MRNA
MODERNA INC
0.00%
Shares24
Event2026-03-31
Filed2026-05-12
SBIO
ALPS ETF TR
New
Shares23
Event2026-03-31
Filed2026-05-12
M
MACYS INC
1.54%
Shares66
Event2026-03-31
Filed2026-05-12
OXY
OCCIDENTAL PETE CORP
0.00%
Shares18
Event2026-03-31
Filed2026-05-12
AIG
AMERICAN INTL GROUP INC
New
Shares15
Event2026-03-31
Filed2026-05-12
SCHM
SCHWAB STRATEGIC TR
New
Shares36
Event2026-03-31
Filed2026-05-12
SMR
NUSCALE PWR CORP
0.00%
Shares100
Event2026-03-31
Filed2026-05-12
UPWK
UPWORK INC
New
Shares96
Event2026-03-31
Filed2026-05-12
XAR
SPDR SERIES TRUST
New
Shares4
Event2026-03-31
Filed2026-05-12
PAGS
PAGSEGURO DIGITAL LTD
New
Shares101
Event2026-03-31
Filed2026-05-12
APARTMENT INVT & MGMT CO
APARTMENT INVT & MGMT CO
0.00%
Shares247
Event2026-03-31
Filed2026-05-12
ISHARES GOLD TR
ISHARES GOLD TR
New
Shares11
Event2026-03-31
Filed2026-05-12
GRAYSCALE BITCOIN MINI TR ET
GRAYSCALE BITCOIN MINI TR ET
-54.93%
Shares32
Event2026-03-31
Filed2026-05-12
RGR
STURM RUGER & CO INC
0.00%
Shares24
Event2026-03-31
Filed2026-05-12
GTX
GARRETT MOTION INC
0.00%
Shares51
Event2026-03-31
Filed2026-05-12
TBPH
THERAVANCE BIOPHARMA INC
0.00%
Shares57
Event2026-03-31
Filed2026-05-12
NWFL
NORWOOD FINANCIAL CORP
0.00%
Shares31
Event2026-03-31
Filed2026-05-12
ATLASSIAN CORPORATION
ATLASSIAN CORPORATION
0.00%
Shares13
Event2026-03-31
Filed2026-05-12
SLVM
SYLVAMO CORP
0.00%
Shares20
Event2026-03-31
Filed2026-05-12
DB
DEUTSCHE BK AG
0.00%
Shares25
Event2026-03-31
Filed2026-05-12
FINX
GLOBAL X FDS
New
Shares30
Event2026-03-31
Filed2026-05-12
GM
GENERAL MTRS CO
0.00%
Shares9
Event2026-03-31
Filed2026-05-12
CHTR
CHARTER COMMUNICATIONS INC
0.00%
Shares3
Event2026-03-31
Filed2026-05-12
TMUS
T-MOBILE US INC
0.00%
Shares3
Event2026-03-31
Filed2026-05-12
ALLY
ALLY FINL INC
New
Shares15
Event2026-03-31
Filed2026-05-12
SIRIUSXM HOLDINGS INC
SIRIUSXM HOLDINGS INC
New
Shares25
Event2026-03-31
Filed2026-05-12
DEFT
DEFI TECHNOLOGIES INC
New
Shares1.0K
Event2026-03-31
Filed2026-05-12
VLTO
VERALTO CORP
0.00%
Shares6
Event2026-03-31
Filed2026-05-12
AI
C3 AI INC
0.00%
Shares62
Event2026-03-31
Filed2026-05-12
JBTM
JBT MAREL CORPORATION
0.00%
Shares4
Event2026-03-31
Filed2026-05-12
FTV
FORTIVE CORP
0.00%
Shares9
Event2026-03-31
Filed2026-05-12
MODG
CALLAWAY GOLF CO
0.00%
Shares35
Event2026-03-31
Filed2026-05-12
GRAB
GRAB HOLDINGS LIMITED
New
Shares115
Event2026-03-31
Filed2026-05-12
ADEA
ADEIA INC
0.00%
Shares17
Event2026-03-31
Filed2026-05-12
KD
KYNDRYL HLDGS INC
81.25%
Shares29
Event2026-03-31
Filed2026-05-12
BHF
BRIGHTHOUSE FINL INC
0.00%
Shares6
Event2026-03-31
Filed2026-05-12
STAG
STAG INDUSTRIAL INC
0.00%
Shares9
Event2026-03-31
Filed2026-05-12
XYZ
BLOCK INC
0.00%
Shares5
Event2026-03-31
Filed2026-05-12
AEGON LTD
AEGON LTD
0.00%
Shares36
Event2026-03-31
Filed2026-05-12
DRAFTKINGS INC NEW
DRAFTKINGS INC NEW
0.00%
Shares12
Event2026-03-31
Filed2026-05-12
WAB
WABTEC
0.00%
Shares1
Event2026-03-31
Filed2026-05-12
HIMS
HIMS & HERS HEALTH INC
0.00%
Shares11
Event2026-03-31
Filed2026-05-12
ROG
ROGERS CORP
0.00%
Shares2
Event2026-03-31
Filed2026-05-12
SDVY
FIRST TR EXCHANGE TRADED FD
New
Shares5
Event2026-03-31
Filed2026-05-12
REXR
REXFORD INDL RLTY INC
0.00%
Shares6
Event2026-03-31
Filed2026-05-12
OLLI
OLLIES BARGAIN OUTLET HLDGS
0.00%
Shares2
Event2026-03-31
Filed2026-05-12

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Pacific Center for Financial Services Institutional Holdings, Portfolio & P&L β€” TradeFomo