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

Currently, Parallel Advisors, LLC holds 3799 types of securities in its portfolio with a total value $5.6B. In the most recent quarter, they have increased their positions in IVV (+234.1K shares, valued at $152.9M), AVEM (+716.8K shares, valued at $57.8M), VFLO (+1.4M shares, valued at $56.5M); decreased their positions in ITOT (-1.2M shares, valued at $172.7M), JMBS (-1.1M shares, valued at $50.3M), QUAL (-17.9K shares, valued at $3.4M); initiated new positions in JPIB (+883.0K shares, valued at $42.2M), MBUU (+7.5M shares, valued at $7.5M), TIPX (+58.1K shares, valued at $1.1M).

1M P&L

+229.9M+4.03%

3M P&L

+140.4M+2.43%

HY P&L

+180.7M+3.14%

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/A2.7B

53.2%

2Consumer Electronics255.5M

5.0%

3Semiconductors245.6M

4.8%

Top Industries by Stock Count

1N/A943 stocks

26.6%

2Banks - Regional179 stocks

5.0%

3Biotechnology159 stocks

4.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES S&P 500 INDEX1.1M shares28.05%2026-03-312026-05-07

AAPL APPLE INC1.0M shares1.55%2026-03-312026-05-07

NVDA NVIDIA CORP1.1M shares1.05%2026-03-312026-05-07

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF1.1M shares-51.51%2026-03-312026-05-07

CORT CORCEPT THERAPEUTICS INC COM4.0M shares2.53%2026-03-312026-05-07

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF2.1M shares5.15%2026-03-312026-05-07

MSFT MICROSOFT306.3K shares0.44%2026-03-312026-05-07

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C353.8K shares0.16%2026-03-312026-05-07

Sponsored

GOOGLE INC GOOGLE INC332.2K shares1.96%2026-03-312026-05-07

AMZN AMAZON.COM INC409.6K shares2.19%2026-03-312026-05-07

AVDE AVANTIS INTERNATIONAL EQUITY ETF925.2K shares22.22%2026-03-312026-05-07

CVBF CVB FINL CORP COM3.7M shares-4.26%2026-03-312026-05-07

VV VANGUARD LARGE CAP211.6K shares-2.01%2026-03-312026-05-07

AVEM AVANTIS EMERGING MARKETS EQUITY ETF760.2K shares1654.54%2026-03-312026-05-07

VFLO VICTORYSHARES FREE CASH FLOW ETF1.5M shares1319.30%2026-03-312026-05-07

IEFA ISHARES CORE MSCI EAFE ETF665.6K shares1.88%2026-03-312026-05-07

Sponsored

VTI VANGUARD TOTAL STK MKT153.8K shares2.92%2026-03-312026-05-07

COST COSTCO WHOLESALE CORP46.0K shares0.95%2026-03-312026-05-07

META META PLATFORMS INC CL A78.8K shares2.75%2026-03-312026-05-07

JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND883.0K sharesnew addition2026-03-312026-05-07

VB VANGUARD SMALL CAP ETF161.1K shares2.52%2026-03-312026-05-07

JPM JPMORGAN CHASE & CO COM135.5K shares0.89%2026-03-312026-05-07

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW80.7K shares3.37%2026-03-312026-05-07

IGSB ISHARES 1-3 YR CREDIT BOND ETF655.5K shares129.04%2026-03-312026-05-07

Sponsored

BROADCOM INC COM BROADCOM INC COM109.5K shares2.47%2026-03-312026-05-07

VEA VANGUARD FTSE DEVELOPED MARKETS ETF525.8K shares1.94%2026-03-312026-05-07

BINC BLACKROCK FLEXIBLE INCOME ETF642.0K shares8.29%2026-03-312026-05-07

SPY STATE STREET SPDR S&P 500 ETF49.8K shares6.75%2026-03-312026-05-07

AGG ISHARES AGGREGATE BOND ETF324.7K shares24.10%2026-03-312026-05-07

NFLX NETFLIX COM INC328.2K shares3.24%2026-03-312026-05-07

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF52.7K shares8.92%2026-03-312026-05-07

TSLA TESLA MOTORS INC82.3K shares-0.72%2026-03-312026-05-07

Sponsored

PLTR PALANTIR TECHNOLOGIES INC CL A203.4K shares1.28%2026-03-312026-05-07

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF423.0K shares24.98%2026-03-312026-05-07

IXN ISHARES GLOBAL TECH ETF290.8K shares1.61%2026-03-312026-05-07

VTV VANGUARD VALUE ETF145.9K shares1.91%2026-03-312026-05-07

POWERSHARES QQQ TR POWERSHARES QQQ TR49.0K shares-1.92%2026-03-312026-05-07

QUAL ISHARES MSCI USA QUALITY FACTOR ETF146.0K shares-10.93%2026-03-312026-05-07

LLY ELI LILLY & CO COM30.4K shares1.46%2026-03-312026-05-07

V VISA INC85.6K shares0.21%2026-03-312026-05-07

Sponsored

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF306.7K shares5.27%2026-03-312026-05-07

BILZ PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND240.2K shares78.73%2026-03-312026-05-07

GLD SPDR GOLD ETF54.5K shares-0.20%2026-03-312026-05-07

CVX CHEVRON CORPORATION COM112.0K shares0.34%2026-03-312026-05-07

ABBV ABBVIE INC COM103.9K shares1.26%2026-03-312026-05-07

EFA ISHARES MSCI EAFE ETF228.0K shares0.61%2026-03-312026-05-07

TJX TJX COS INC NEW COM137.3K shares-0.80%2026-03-312026-05-07

IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF476.2K shares-13.31%2026-03-312026-05-07

Sponsored

MA MASTERCARD INC40.3K shares-2.43%2026-03-312026-05-07

WMT WALMART INC COM159.8K shares2.43%2026-03-312026-05-07

JNJ JOHNSON & JOHNSON COM80.4K shares1.22%2026-03-312026-05-07

ISRG INTUITIVE SURGICAL, INC.40.7K shares0.79%2026-03-312026-05-07

UBER UBER TECHNOLOGIES INC COM254.9K shares-2.64%2026-03-312026-05-07

VWO VANGUARD FTSE EMERGING MARKETS ETF337.4K shares10.07%2026-03-312026-05-07

TMO THERMO FISHER SCIENTIFIC INC COM37.1K shares3.22%2026-03-312026-05-07

JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF393.4K shares-73.90%2026-03-312026-05-07

Sponsored

SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF224.8K shares-5.45%2026-03-312026-05-07

ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF318.5K shares2.11%2026-03-312026-05-07

VO VANGUARD MID CAP55.4K shares0.59%2026-03-312026-05-07

IJH ISHARES CORE S&P MID CAP ETF224.0K shares14.14%2026-03-312026-05-07

TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD44.2K shares13.44%2026-03-312026-05-07

XOM EXXON MOBIL CORP COM84.8K shares9.54%2026-03-312026-05-07

IWF ISHARES RUSSELL 1000 GROWTH ETF30.8K shares1.77%2026-03-312026-05-07

VCSH VANGUARD SHORT TERM CORP BOND FD ETF164.1K shares1.39%2026-03-312026-05-07

Sponsored

NEE NEXTERA ENERGY INC COM138.7K shares2.40%2026-03-312026-05-07

VIG VANGUARD DIVIDEND APPRECIATION ETF58.3K shares5.74%2026-03-312026-05-07

HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF157.5K shares0.70%2026-03-312026-05-07

WCMI FIRST TRUST WCM INTERNATIONAL EQUITY ETF744.6K shares12042.82%2026-03-312026-05-07

SCHD SCHWAB US DIVIDEND EQUITY ETF402.0K shares-8.63%2026-03-312026-05-07

IVE ISHARES S&P 500 VALUE ETF58.3K shares0.99%2026-03-312026-05-07

BKNG BOOKING HOLDINGS INC COM2.9K shares-1.73%2026-03-312026-05-07

INTU INTUIT INC28.0K shares5.90%2026-03-312026-05-07

Sponsored

ABT ABBOTT LABORATORIES COM117.7K shares-10.18%2026-03-312026-05-07

DCI DONALDSON INC COM142.3K shares-2.42%2026-03-312026-05-07

GEV GE VERNOVA INC COM13.6K shares16.20%2026-03-312026-05-07

IJR ISHARES S&P SMALLCAP 600 ETF91.1K shares8.40%2026-03-312026-05-07

CRM SALESFORCE COM60.1K shares-8.12%2026-03-312026-05-07

HON HONEYWELL INTL INC49.4K shares-4.72%2026-03-312026-05-07

VUG VANGUARD GROWTH ETF25.3K shares8.24%2026-03-312026-05-07

GILD GILEAD SCIENCES INC76.0K shares-3.17%2026-03-312026-05-07

Sponsored

LRGF ISHARES U.S. EQUITY FACTOR ETF160.3K shares6.02%2026-03-312026-05-07

PWR QUANTA SERVICES INC19.2K shares1.48%2026-03-312026-05-07

BLACKROCK INC BLACKROCK INC10.8K shares-1.20%2026-03-312026-05-07

PANW PALO ALTO NETWORKS INC COM63.7K shares2.90%2026-03-312026-05-07

HD HOME DEPOT30.8K shares-0.67%2026-03-312026-05-07

ACCENTURE LTD BERMUDA CL A ACCENTURE LTD BERMUDA CL A50.8K shares-0.51%2026-03-312026-05-07

VBR VANGUARD SMALL CAP VALUE ETF45.7K shares-0.51%2026-03-312026-05-07

CRWD CROWDSTRIKE HLDGS INC CL A24.7K shares1.37%2026-03-312026-05-07

Sponsored

ECL ECOLAB INC COM36.0K shares-0.59%2026-03-312026-05-07

VNQ VANGUARD REIT INDEX ETF106.5K shares-0.32%2026-03-312026-05-07

GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT49.1K shares1.77%2026-03-312026-05-07

MS MORGAN STANLEY56.4K shares1.14%2026-03-312026-05-07

CAT CATERPILLAR INC COM13.1K shares6.49%2026-03-312026-05-07

AMAT APPLIED MATLS INC COM27.0K shares18.62%2026-03-312026-05-07

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF118.6K shares4.65%2026-03-312026-05-07

ORCL ORACLE CORPORATION61.8K shares-2.23%2026-03-312026-05-07

Sponsored

SHW SHERWIN WILLIAMS CO COM28.3K shares-0.32%2026-03-312026-05-07

CSCO CISCO SYS INC116.8K shares2.60%2026-03-312026-05-07

SCHF SCHWAB INTERNATIONAL EQUITY ETF365.5K shares6.85%2026-03-312026-05-07

PEP PEPSICO INC COM57.4K shares6.17%2026-03-312026-05-07

PG PROCTER & GAMBLE CO COM61.1K shares2.38%2026-03-312026-05-07

VGT VANGUARD INFORMATION TECHNOLOGY12.6K shares4.24%2026-03-312026-05-07

IWD ISHARES RUSSELL 1000 VALUE ETF39.7K shares3.49%2026-03-312026-05-07

IVW ISHARES S&P 500 GROWTH ETF74.0K shares-18.81%2026-03-312026-05-07

Sponsored

XLE ENERGY SELECT SECTOR SPDR135.7K shares-1.35%2026-03-312026-05-07

ESGU ISHARES ESG AWARE MSCI USA ETF58.6K shares9.99%2026-03-312026-05-07

IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF373.6K shares5.83%2026-03-312026-05-07

ACWI ISHARES TR MSCI ACWIINDEX FD58.3K shares1.69%2026-03-312026-05-07

AMD ADVANCED MICRO DEVICES INC COM39.4K shares12.95%2026-03-312026-05-07

IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF304.9K shares4.96%2026-03-312026-05-07

KO COCA COLA CO COM101.1K shares5.51%2026-03-312026-05-07

VZ VERIZON COMMUNICATIONS152.6K shares0.99%2026-03-312026-05-07

Sponsored

ARISTA NETWORKS INC COM SHS ARISTA NETWORKS INC COM SHS61.4K shares-0.47%2026-03-312026-05-07

MBUU MALIBU BOATS INC COM CL A7.5M sharesnew addition2026-03-312026-05-07

SYK STRYKER CORP22.7K shares5.25%2026-03-312026-05-07

PH PARKER-HANNIFIN CORP COM8.3K shares3.16%2026-03-312026-05-07

EEM ISHARES MSCI EMERGING MARKETS ETF129.5K shares0.58%2026-03-312026-05-07

IBM INTL BUSINESS MACHINES30.3K shares-4.06%2026-03-312026-05-07

IQLT ISHARES MSCI INTL QUALITY FACTOR ETF158.7K shares-27.39%2026-03-312026-05-07

IVLU ISHARES MSCI INTL VALUE FACTOR ETF184.2K shares8.00%2026-03-312026-05-07

Sponsored

CROWN CASTLE INTL CORP CROWN CASTLE INTL CORP87.0K shares-0.02%2026-03-312026-05-07

RTX RTX CORPORATION COM36.2K shares2.52%2026-03-312026-05-07

IWM ISHARES RUSSELL 2000 ETF28.2K shares15.88%2026-03-312026-05-07

BSV VANGUARD SHORT-TERM BOND ETF88.3K shares2.76%2026-03-312026-05-07

IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF283.7K shares8.67%2026-03-312026-05-07

MNST MONSTER BEVERAGE CORP94.4K shares-2.18%2026-03-312026-05-07

MERCK & CO INC MERCK & CO INC56.2K shares7.60%2026-03-312026-05-07

ITW ILLINOIS TOOL WKS INC COM25.8K shares0.14%2026-03-312026-05-07

Sponsored

USMV ISHARES MSCI USA MIN VOL FACTOR ETF71.5K shares-4.36%2026-03-312026-05-07

UNH UNITEDHEALTH GROUP24.3K shares-7.94%2026-03-312026-05-07

IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF269.4K shares7.89%2026-03-312026-05-07

IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF278.8K shares-0.11%2026-03-312026-05-07

GS GOLDMAN SACHS GROUP INC7.6K shares4.75%2026-03-312026-05-07

CL COLGATE PALMOLIVE CO COM75.6K shares0.07%2026-03-312026-05-07

SCHB SCHWAB ETFS- US BROAD MARKET ETF255.8K shares1.49%2026-03-312026-05-07

CPNG COUPANG INC CL A338.0K shares-8.69%2026-03-312026-05-07

Sponsored

MU MICRON TECHNOLOGY18.9K shares26.72%2026-03-312026-05-07

FBND FIDELITY TOTAL BOND ETF137.8K shares-4.82%2026-03-312026-05-07

SMH VANECK SEMICONDUCTOR ETF16.3K shares6.93%2026-03-312026-05-07

IBDX ISHARES IBONDS DEC 2032 TERM CORPORATE ETF244.2K shares1.00%2026-03-312026-05-07

IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF292.1K shares1.81%2026-03-312026-05-07

VYM VANGUARD HIGH DIVIDEND YIELD41.2K shares0.86%2026-03-312026-05-07

ISHARES GOLD TRUST ETF ISHARES GOLD TRUST ETF67.1K shares8.40%2026-03-312026-05-07

VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF65.9K shares-1.13%2026-03-312026-05-07

Sponsored

ADBE ADOBE SYS INC23.9K shares-17.75%2026-03-312026-05-07

VLUE ISHARES EDGE MSCI USA VALUE FACTOR ETF40.6K shares-1.85%2026-03-312026-05-07

GE AEROSPACE COM NEW GE AEROSPACE COM NEW20.2K shares6.64%2026-03-312026-05-07

MKL MARKEL CORP HOLDING CO3.0K shares1.06%2026-03-312026-05-07

BAC BANK OF AMER CORP COM115.2K shares2.62%2026-03-312026-05-07

TIP ISHARES TIPS BOND ETF50.7K shares1.72%2026-03-312026-05-07

IBDY ISHARES IBONDS DEC 2033 TERM CORPORATE ETF213.0K shares1.04%2026-03-312026-05-07

VIK VIKING HOLDINGS LTD ORD SHS74.7K shares0.23%2026-03-312026-05-07

Sponsored

ROP ROPER INDUSTRIES INC15.4K shares-2.66%2026-03-312026-05-07

MCD MCDONALDS CORP COM17.2K shares5.54%2026-03-312026-05-07

SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF69.6K shares7.82%2026-03-312026-05-07

IBDZ ISHARES IBONDS DEC 2034 TERM CORPORATE ETF203.4K shares1.75%2026-03-312026-05-07

IJS ISHARES S&P SMALLCAP 600 VALUE ETF44.6K shares0.62%2026-03-312026-05-07

SCHE SCHWAB EMERGING MARKET EQ ETF159.8K shares0.02%2026-03-312026-05-07

VDE VANGUARD ENERGY30.3K shares-4.70%2026-03-312026-05-07

HOOD ROBINHOOD MKTS INC COM CL A74.7K shares36.88%2026-03-312026-05-07

Sponsored

XYL XYLEM INC43.3K shares-9.21%2026-03-312026-05-07

JBND JPMORGAN ACTIVE BOND ETF94.6K shares14.57%2026-03-312026-05-07

O REALTY INCOME CORP82.8K shares1.53%2026-03-312026-05-07

SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF197.2K shares-4.69%2026-03-312026-05-07

BRK.A BERKSHIRE HATHAWAY INC DEL CL A7 shares0.00%2026-03-312026-05-07

VT VANGUARD TOTAL WORLD STOCK ETF35.0K shares0.60%2026-03-312026-05-07

T AT&T INC COM164.3K shares5.47%2026-03-312026-05-07

ADI ANALOG DEVICES INC14.9K shares6.94%2026-03-312026-05-07

Sponsored

SPHQ INVESCO S&P 500 QUALITY ETF62.4K shares1.41%2026-03-312026-05-07

MUB ISHARES NATIONAL MUNI BOND ETF43.4K shares-6.69%2026-03-312026-05-07

ASML ASML HLDG NV N Y REGISTRY SHS3.5K shares19.71%2026-03-312026-05-07

IYW ISHARES DJ US TECHNOLOGY24.9K shares-1.08%2026-03-312026-05-07

PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND170.9K shares-1.24%2026-03-312026-05-07

LAM RESEARCH CORP LAM RESEARCH CORP20.6K shares7.64%2026-03-312026-05-07

MKC MCCORMICK & CO INC COM NON VTG86.2K shares-4.60%2026-03-312026-05-07

TTWO TAKE-TWO INTERACTIVESOFTWRE21.9K shares4.06%2026-03-312026-05-07

Sponsored

DIS DISNEY WALT CO COM44.0K shares-2.11%2026-03-312026-05-07

MARVELL TECHNOLOGY GROUP LTD MARVELL TECHNOLOGY GROUP LTD42.7K shares78.57%2026-03-312026-05-07

AXP AMERICAN EXPRESS CO COM13.8K shares1.54%2026-03-312026-05-07

EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF43.8K shares1.62%2026-03-312026-05-07

SBUX STARBUCKS CORP45.8K shares5.15%2026-03-312026-05-07

GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF171.6K shares1.53%2026-03-312026-05-07

IBTL ISHARES IBONDS DEC 2031 TERM TREASURY ETF200.7K shares17.79%2026-03-312026-05-07

KLAC KLA-TENCOR CORP2.8K shares-0.22%2026-03-312026-05-07

Sponsored

DPZ DOMINOS PIZZA INC11.3K shares955.48%2026-03-312026-05-07

SCHW CHARLES SCHWAB CORP42.8K shares5.69%2026-03-312026-05-07

SHY ISHARES 1-3 YR TREASURY BOND ETF48.4K shares3.86%2026-03-312026-05-07

EW EDWARDS LIFESCIENCES CORP COM49.4K shares-1.29%2026-03-312026-05-07

EMR EMERSON ELEC CO COM30.2K shares-0.32%2026-03-312026-05-07

COP CONOCOPHILLIPS COM30.0K shares4.75%2026-03-312026-05-07

SHV ISHARES TR LEHMAN SHORT TREA BDFD35.4K shares-13.11%2026-03-312026-05-07

XLK TECHNOLOGY SELECT SECTOR SPDR28.9K shares4.44%2026-03-312026-05-07

Sponsored

VEU VANGUARD FTSE ALL-WORLD EX-US51.1K shares14.08%2026-03-312026-05-07

WFC WELLS FARGO & CO COM48.2K shares13.50%2026-03-312026-05-07

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF67.6K shares16.17%2026-03-312026-05-07

SCHX SCHWAB U.S. LARGE-CAP ETF148.1K shares-6.75%2026-03-312026-05-07

GFLW VICTORYSHARES FREE CASH FLOW GROWTH ETF144.3K shares585.22%2026-03-312026-05-07

INTC INTEL CORP COM86.0K shares8.09%2026-03-312026-05-07

IBTM ISHARES IBONDS DEC 2032 TERM TREASURY ETF162.9K shares146.65%2026-03-312026-05-07

LMT LOCKHEED MARTIN CORP6.1K shares1.22%2026-03-312026-05-07

Sponsored

PFE PFIZER INC COM129.2K shares49.31%2026-03-312026-05-07

TWLO TWILIO INC CL A28.7K shares1.85%2026-03-312026-05-07

IBTK ISHARES IBONDS DEC 2030 TERM TREASURY ETF182.0K shares9.35%2026-03-312026-05-07

AMGN AMGEN INC10.2K shares0.95%2026-03-312026-05-07

TXN TEXAS INSTRS INC COM18.4K shares0.16%2026-03-312026-05-07

XBI SPDR BIOTECH ETF27.6K shares1.16%2026-03-312026-05-07

SPGI S&P GLOBAL INC COM8.3K shares37.97%2026-03-312026-05-07

PM PHILIP MORRIS INTL INC21.2K shares9.77%2026-03-312026-05-07

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CMI CUMMINS INC COM6.5K shares-1.06%2026-03-312026-05-07

MDLZ MONDELEZ INTL INC CL A60.2K shares5.46%2026-03-312026-05-07

OEF ISHARES TR S&P 100 INDEX FUND10.7K shares0.37%2026-03-312026-05-07

BND VANGUARD TOTAL BOND MARKET ETF46.4K shares-8.25%2026-03-312026-05-07

AMT AMERICAN TOWER CORP19.8K shares-0.61%2026-03-312026-05-07

JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF65.8K shares-9.84%2026-03-312026-05-07

FDX FEDEX CORP9.3K shares2.27%2026-03-312026-05-07

FCX FREEPORT MCMORAN COPPER56.0K shares5.76%2026-03-312026-05-07

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ZTS ZOETIS INC COM CL A27.8K shares-12.13%2026-03-312026-05-07

EATON CORP PLC SHS EATON CORP PLC SHS9.2K shares5.28%2026-03-312026-05-07

IBTJ ISHARES IBONDS DEC 2029 TERM TREASURY ETF149.3K shares4.94%2026-03-312026-05-07

TBIL F/M US TREASURY 3 MONTH BILL FUND65.2K shares13.17%2026-03-312026-05-07

JPST JPMORGAN ULTRA-SHORT INCOME ETF64.0K shares100.56%2026-03-312026-05-07

COF CAPITAL ONE FINANCIAL CORP17.7K shares10.50%2026-03-312026-05-07

PFF ISHARES S&P U.S. PREFERRED STOCK ETF106.2K shares-3.20%2026-03-312026-05-07

CTVA CORTEVA INC COM38.2K shares5.08%2026-03-312026-05-07

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APH AMPHENOL CORP CL A25.3K shares-1.65%2026-03-312026-05-07

IBTI ISHARES IBONDS DEC 2028 TERM TREASURY ETF142.9K shares2.43%2026-03-312026-05-07

MGC VANGUARD MEGA CAP 300 ETF13.4K shares-1.76%2026-03-312026-05-07

SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF67.3K shares-0.69%2026-03-312026-05-07

FANG DIAMONDBACK ENERGY INC COM15.9K shares10.64%2026-03-312026-05-07

SCHG SCHWAB US LARGE CAP GROWTH ETF107.1K shares12.56%2026-03-312026-05-07

ABNB AIRBNB INC COM CL A24.6K shares-3.62%2026-03-312026-05-07

LINDE PLC SHS LINDE PLC SHS6.2K shares7.10%2026-03-312026-05-07

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SHOP SHOPIFY INC CL A SUB VTG SHS25.8K shares8.01%2026-03-312026-05-07

SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF66.6K shares-11.74%2026-03-312026-05-07

WM WASTE MANAGEMENT INC13.2K shares8.33%2026-03-312026-05-07

PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF59.7K shares220.75%2026-03-312026-05-07

CITIGROUP INC CITIGROUP INC26.7K shares-6.82%2026-03-312026-05-07

VONE VANGUARD RUSSELL 1000 ETF10.2K shares6.23%2026-03-312026-05-07

GLW CORNING INC COM22.2K shares6.49%2026-03-312026-05-07

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF28.8K shares60.70%2026-03-312026-05-07

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MO ALTRIA GROUP INC COM43.6K shares3.26%2026-03-312026-05-07

BLACKSTONE GROUP LP BLACKSTONE GROUP LP24.7K shares5.05%2026-03-312026-05-07

IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF123.3K shares-9.22%2026-03-312026-05-07

DVY ISHARES DJ SELECT DIVIDEND18.3K shares3.21%2026-03-312026-05-07

DSL DOUBLELINE INCOME SOLUTIONS FD COM254.9K shares22.21%2026-03-312026-05-07

MELI MERCADOLIBRE INC1.6K shares15.28%2026-03-312026-05-07

IBHF ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF117.1K shares127.02%2026-03-312026-05-07

ITA ISHARES TR DOW JONESUS AEROSPACE & DEF12.3K shares28.33%2026-03-312026-05-07

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SNPS SYNOPSYS INC COM6.7K shares4.28%2026-03-312026-05-07

DHR DANAHER CORP13.7K shares-33.11%2026-03-312026-05-07

IWS ISHARES RUSSELL MIDCAP VALUE INDEX17.8K shares-0.15%2026-03-312026-05-07

TMUS T-MOBILE US INC COM12.3K shares-2.43%2026-03-312026-05-07

IWP ISHARES RUSSELL MIDCAP GROWTH ETF20.1K shares-1.44%2026-03-312026-05-07

VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF34.0K shares-7.10%2026-03-312026-05-07

MBB ISHARES MBS ETF26.9K shares-47.79%2026-03-312026-05-07

TSCO TRACTOR SUPPLY CO56.2K shares630.50%2026-03-312026-05-07

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CHYM CHIME FINL INC COM SHS CL A135.0K shares-21.74%2026-03-312026-05-07

IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF50.0K shares696.15%2026-03-312026-05-07

COIN COINBASE GLOBAL INC COM CL A14.3K shares23.93%2026-03-312026-05-07

NVS NOVARTIS AG ADR16.4K shares29.64%2026-03-312026-05-07

MCK MCKESSON CORP2.9K shares2.97%2026-03-312026-05-07

PWV INVESCO LARGE CAP VALUE ETF35.6K shares-0.92%2026-03-312026-05-07

VRTX VERTEX PHARMACEUTICALS IN5.5K shares6.42%2026-03-312026-05-07

AIPO DEFIANCE AI & POWER INFRASTRUCTURE ETF97.6K shares4.64%2026-03-312026-05-07

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IWB ISHARES TR RUSSELL 1000 INDEX ETF6.8K shares4.86%2026-03-312026-05-07

XLI INDUSTRIAL SELECT SECTOR SPDR15.0K shares20.01%2026-03-312026-05-07

VRT VERTIV HOLDINGS CO COM CL A9.6K shares18.06%2026-03-312026-05-07

NOC NORTHROP GRUMMAN CORP COM3.4K shares4.40%2026-03-312026-05-07

CB CHUBB LTD SWITZ COM7.1K shares5.07%2026-03-312026-05-07

HIG HARTFORD FINL SVCS GROUP INC17.2K shares4.19%2026-03-312026-05-07

IBIT ISHARES BITCOIN TRUST ETF59.7K shares21.19%2026-03-312026-05-07

IWN ISHARES RUSSELL 2000 VALUE12.1K shares2.15%2026-03-312026-05-07

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GWW WW GRAINGER INC COM2.1K shares-1.24%2026-03-312026-05-07

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF9.3K shares-6.82%2026-03-312026-05-07

IJT ISHARES S&P SMALLCAP 600 GROWTH ETF15.5K shares-0.35%2026-03-312026-05-07

TCAI TORTOISE AI INFRASTRUCTURE ETF64.5K shares5.87%2026-03-312026-05-07

BIV VANGUARD INTERMEDIATE-TERM BOND28.9K shares22.68%2026-03-312026-05-07

VBK VANGUARD SMALL-CAP GROWTH ETF7.4K shares6.55%2026-03-312026-05-07

IWR ISHARES TR RUSSELL MIDCAP INDEX FD22.6K shares-2.45%2026-03-312026-05-07

BA BOEING CO COM11.1K shares5.10%2026-03-312026-05-07

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SPOT SPOTIFY TECHNOLOGY S A SHS4.5K shares33.16%2026-03-312026-05-07

MEDTRONIC PLC SHS MEDTRONIC PLC SHS24.9K shares2.74%2026-03-312026-05-07

LNG CHENIERE ENERGY INC7.5K shares1.62%2026-03-312026-05-07

DE DEERE & CO COM3.8K shares14.82%2026-03-312026-05-07

NOW SERVICE NOW INC20.3K shares-18.47%2026-03-312026-05-07

LOW LOWES COS INC COM9.0K shares9.15%2026-03-312026-05-07

CENCORA INC COM CENCORA INC COM6.7K shares4.37%2026-03-312026-05-07

TRV TRAVELERS COMPANIES INC COM7.2K shares1.86%2026-03-312026-05-07

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CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF33.3K shares3.92%2026-03-312026-05-07

UPS UNITED PARCEL SERVICE INC21.2K shares3.82%2026-03-312026-05-07

POWERSHARES SP500 LOW VOLATILITY ETF POWERSHARES SP500 LOW VOLATILITY ETF28.5K shares-0.78%2026-03-312026-05-07

DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF60.0K shares0.38%2026-03-312026-05-07

XLF FINANCIAL SELECT SECTOR SPDR41.6K shares4.64%2026-03-312026-05-07

NVO NOVO-NORDISK A/S ADR ADR CMN55.9K shares27.76%2026-03-312026-05-07

CDNS CADENCE DESIGN SYSTEM INC COM7.3K shares-1.49%2026-03-312026-05-07

CBRE CBRE GROUP INC A15.1K shares221.92%2026-03-312026-05-07

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CIEN CIENA CORP5.2K shares2.66%2026-03-312026-05-07

HEQT SIMPLIFY HEDGED EQUITY ETF64.5K shares-27.09%2026-03-312026-05-07

PSX PHILLIPS 6611.0K shares4.55%2026-03-312026-05-07

MPC MARATHON PETE CORP8.2K shares-3.15%2026-03-312026-05-07

BK BANK NEW YORK MELLON CORP COM16.6K shares12.47%2026-03-312026-05-07

ESGV VANGUARD ESG U.S. STOCK ETF17.4K shares-49.53%2026-03-312026-05-07

PGR PROGRESSIVE CORP COM9.7K shares10.12%2026-03-312026-05-07

SHEL ROYAL DUTCH SHELL PLC-ADR20.6K shares31.47%2026-03-312026-05-07

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MMM 3M CO COM13.2K shares1.61%2026-03-312026-05-07

APD AIR PRODUCTS AND CHEMICALS INC COM6.6K shares7.89%2026-03-312026-05-07

QCOM QUALCOMM INC COM14.8K shares-12.24%2026-03-312026-05-07

STWD STARWOOD PROPERTY TRUST110.7K shares-0.29%2026-03-312026-05-07

BIL SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF20.7K shares79.34%2026-03-312026-05-07

PNQI INVESCO NASDAQ INTERNET ETF42.3K shares-0.44%2026-03-312026-05-07

EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF29.2K shares-33.23%2026-03-312026-05-07

AMP AMERIPRISE FINL INC COM4.2K shares-0.05%2026-03-312026-05-07

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MCO MOODYS CORP4.3K shares-1.98%2026-03-312026-05-07

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF23.8K shares-4.76%2026-03-312026-05-07

RCUS ARCUS BIOSCIENCES INC COM86.6K shares0.00%2026-03-312026-05-07

SYF SYNCHRONY FINANCIAL COM27.4K shares3.04%2026-03-312026-05-07

THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF50.7K shares1.79%2026-03-312026-05-07

LHX L3HARRIS TECHNOLOGIES INC COM5.3K shares47.57%2026-03-312026-05-07

BMY BRISTOL-MYERS SQUIBB CO COM30.1K shares6.62%2026-03-312026-05-07

EPD ENTERPRISE PRODS PARTNERS L P47.9K shares0.74%2026-03-312026-05-07

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AVLV AVANTIS U.S. LARGE CAP VALUE ETF22.4K shares-1.74%2026-03-312026-05-07

ALL ALLSTATE CORP8.6K shares11.94%2026-03-312026-05-07

GBDC GOLUB CAP BDC INC COM141.1K shares-35.21%2026-03-312026-05-07

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF58.5K shares-0.03%2026-03-312026-05-07

GOVT ISHARES U.S. TREASURY BOND ETF77.9K shares-16.12%2026-03-312026-05-07

XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF38.8K shares8.01%2026-03-312026-05-07

GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM5.1K shares2.05%2026-03-312026-05-07

RBLX ROBLOX CORP CL A31.2K shares9.45%2026-03-312026-05-07

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IUSB ISHARES CORE TOTAL USD BOND MARKET ETF38.2K shares-31.89%2026-03-312026-05-07

VFH VANGUARD FINANCIALS ETF14.6K shares8.06%2026-03-312026-05-07

EWJ ISHARES MSCI JAPAN ETF20.7K shares49.60%2026-03-312026-05-07

VHT VANGUARD HEALTH CARE ETF6.4K shares-16.09%2026-03-312026-05-07

ASTRAZENECA PLC- SPONS ADR ASTRAZENECA PLC- SPONS ADR8.7K shares-43.11%2026-03-312026-05-07

DFUS DIMENSIONAL U.S. EQUITY MARKET ETF24.1K shares0.00%2026-03-312026-05-07

SEAGATE TECHNOLOGY SEAGATE TECHNOLOGY4.4K shares11.10%2026-03-312026-05-07

WDC WESTERN DIGITAL CORP COM6.3K shares8.79%2026-03-312026-05-07

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CANADIAN PAC RAILWAYLTD CANADIAN PAC RAILWAYLTD21.6K shares5.04%2026-03-312026-05-07

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF43.6K shares-0.20%2026-03-312026-05-07

ED CONSOLIDATED EDISON INC COM14.9K shares7.71%2026-03-312026-05-07

VNLA JANUS HENDERSON SHORT DURATION INCOME ETF33.5K shares166.62%2026-03-312026-05-07

BXMT BLACKSTONE MORTGAGE TRUST INC COM CL A85.1K shares-10.91%2026-03-312026-05-07

SLV ISHARES SILVER TRUST ETF23.9K shares136.52%2026-03-312026-05-07

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW12.4K shares11.21%2026-03-312026-05-07

KKR & CO LP KKR & CO LP17.4K shares-4.67%2026-03-312026-05-07

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NKE NIKE INC CLASS B30.3K shares-22.66%2026-03-312026-05-07

CME CHICAGO MERCANTILE HLDGS INC5.4K shares-1.74%2026-03-312026-05-07

ESGE ISHARES ESG AWARE MSCI EM ETF34.6K shares43.27%2026-03-312026-05-07

TFC TRUIST FINL CORP COM34.2K shares2.78%2026-03-312026-05-07

UNP UNION PAC CORP COM6.4K shares6.06%2026-03-312026-05-07

VGK VANGUARD EUROPEAN19.0K shares7.31%2026-03-312026-05-07

PWB INVESCO LARGE CAP GROWTH ETF12.3K shares0.00%2026-03-312026-05-07

ESGD ISHARES ESG AWARE MSCI EAFE ETF16.2K shares-3.92%2026-03-312026-05-07

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OMDA OMADA HEALTH INC COM123.4K shares0.00%2026-03-312026-05-07

CMCSA COMCAST CORP NEW CL A53.6K shares20.34%2026-03-312026-05-07

VOX VANGUARD TELECOMMUNICATIONS SERVICES ETF8.5K shares5.93%2026-03-312026-05-07

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF31.5K shares-2.57%2026-03-312026-05-07

FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF84.7K shares-1.43%2026-03-312026-05-07

IDXX IDEXX LABS INC2.7K shares-1.22%2026-03-312026-05-07

DRAFTKINGS INC NEW COM CL A DRAFTKINGS INC NEW COM CL A69.2K shares-0.75%2026-03-312026-05-07

ADP AUTOMATIC DATA PROCESSING INC COM7.3K shares-19.13%2026-03-312026-05-07

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KR KROGER CO COM20.4K shares-0.82%2026-03-312026-05-07

CMF ISHARES TR S&P CALIF MUN BD FD25.7K shares-0.90%2026-03-312026-05-07

GRID FIRST TR NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FD COM SHS8.9K shares7.94%2026-03-312026-05-07

HDV ISHARES TR HIGH DIVID EQUITY FD10.7K shares0.00%2026-03-312026-05-07

BABA ALIBABA GROUP HLDG LTD SPONSORED ADS11.6K shares14.91%2026-03-312026-05-07

SCZ ISHARES MSCI EAFE SMALL CAP ETF18.4K shares74.77%2026-03-312026-05-07

SO SOUTHERN CO COM15.0K shares11.05%2026-03-312026-05-07

FAST FASTENAL CO30.9K shares10.29%2026-03-312026-05-07

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ALPS TRUST ETF ALERIAN MLP ALPS TRUST ETF ALERIAN MLP27.1K shares9.61%2026-03-312026-05-07

ROST ROSS STORES INC6.6K shares4.09%2026-03-312026-05-07

WELL WELLTOWER INC COM7.2K shares0.70%2026-03-312026-05-07

PLD PROLOGIS SHARE BENEFICIAL INT10.7K shares4.93%2026-03-312026-05-07

IUSG ISHARES CORE S&P U.S. GROWTH ETF9.1K shares0.66%2026-03-312026-05-07

BP BP PLC SPONSORED ADR29.7K shares8.62%2026-03-312026-05-07

VCR VANGUARD CONSUMER DISCRETIONARY3.9K shares10.47%2026-03-312026-05-07

VOE VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF7.5K shares3.15%2026-03-312026-05-07

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SUB ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD12.9K shares-7.95%2026-03-312026-05-07

FTA FIRST TR LARGE CAP VALUE OPPORTUNITIES ALPHADEX FD COM SHS14.9K shares558.07%2026-03-312026-05-07

GM GENERAL MOTORS CORP18.4K shares-1.18%2026-03-312026-05-07

HUBS HUBSPOT INC COM5.6K shares5.07%2026-03-312026-05-07

JCI JOHNSON CTLS INC10.3K shares7.17%2026-03-312026-05-07

SEIC SEI INVESTMENTS CO17.2K shares-17.63%2026-03-312026-05-07

HCA HCA INC2.8K shares6.65%2026-03-312026-05-07

MGK VANGUARD MEGA CAP GROWTH ETF3.6K shares-3.89%2026-03-312026-05-07

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LYV LIVE NATION, INC.8.7K shares25.29%2026-03-312026-05-07

TT TRANE TECHNOLOGIES PLC SHS3.2K shares0.41%2026-03-312026-05-07

STXE STRIVE EMERGING MARKETS EX-CHINA ETF33.9K shares-0.44%2026-03-312026-05-07

U UNITY SOFTWARE INC COM60.2K shares21.53%2026-03-312026-05-07

EA ELECTRONICS ARTS6.5K shares10.52%2026-03-312026-05-07

WDAY WORKDAY INC COM10.0K shares-9.85%2026-03-312026-05-07

VIS VANGUARD INDUSTRIALS ETF4.2K shares-10.84%2026-03-312026-05-07

EQT CORP COM EQT CORP COM20.0K shares4.67%2026-03-312026-05-07

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MAR MARRIOTT INTL INC3.9K shares4.31%2026-03-312026-05-07

KB KOOKMIN BK NEW SPONSORED ADR12.7K shares14.98%2026-03-312026-05-07

DLN WISDOMTREE LARGE CAP DIVIDEND14.2K shares-7.24%2026-03-312026-05-07

UNILEVER PLC SPON ADR NEW UNILEVER PLC SPON ADR NEW22.2K shares-1.92%2026-03-312026-05-07

ATO ATMOS ENERGY CORP6.8K shares-8.08%2026-03-312026-05-07

PAYO PAYONEER GLOBAL INC COM258.9K shares2.95%2026-03-312026-05-07

AEP AMERICAN ELEC PWR CO INC COM9.5K shares2.44%2026-03-312026-05-07

FSLR FIRST SOLAR INC6.3K shares-5.51%2026-03-312026-05-07

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BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND13.3K shares-10.97%2026-03-312026-05-07

DWX STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF26.9K shares-11.39%2026-03-312026-05-07

NSC NORFOLK SOUTHERN CRP4.3K shares1.88%2026-03-312026-05-07

CTAS CINTAS CORP7.3K shares9.46%2026-03-312026-05-07

RDY DR REDDYS LABS LTD ADR88.2K shares33.92%2026-03-312026-05-07

TE CONNECTIVITY LTD TE CONNECTIVITY LTD5.8K shares-1.93%2026-03-312026-05-07

SAP SAP AKTIENGESELLSCHAFT ADR7.1K shares21.49%2026-03-312026-05-07

LH LABORATORY CORP OF AMERICA4.5K shares11.63%2026-03-312026-05-07

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SPSB SPDR BARCLAYS CAPITAL SHORT TERM CORP BD40.3K shares1.60%2026-03-312026-05-07

SLB SLB LIMITED COM STK23.5K shares14.39%2026-03-312026-05-07

VDC VANGUARD CONSUMER STAPLES ETF5.3K shares7.35%2026-03-312026-05-07

ORLY O REILLY AUTOMOTIVE INC12.9K shares12.20%2026-03-312026-05-07

CHT CHUNGHWA TELECOM LTD ADR28.2K shares19.38%2026-03-312026-05-07

BILS STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF11.9K shares-3.48%2026-03-312026-05-07

BHP BHP BILLITON LIMITED SPONSORED ADS16.3K shares35.24%2026-03-312026-05-07

RY ROYAL BANK OF CANADA7.3K shares4.12%2026-03-312026-05-07

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HSBC HSBC HOLDINGS PLC SPONS ADR14.2K shares3.75%2026-03-312026-05-07

ONEQ FIDELITY COMWLTH TR13.8K shares0.00%2026-03-312026-05-07

ENB ENBRIDGE INC COM21.4K shares11.69%2026-03-312026-05-07

MMC MARSH & MCLENNAN COS INC COM6.7K shares3.01%2026-03-312026-05-07

DDOG DATADOG INC CL A COM9.7K shares12.51%2026-03-312026-05-07

QQQM INVESCO NASDAQ 100 ETF4.8K shares286.40%2026-03-312026-05-07

QNITY ELECTRONICS INC COMMON STOCK QNITY ELECTRONICS INC COMMON STOCK9.9K shares0.11%2026-03-312026-05-07

DELL DELL TECHNOLOGIES INC CL C7.0K shares8.80%2026-03-312026-05-07

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SRE SEMPRA ENERGY11.8K shares7.50%2026-03-312026-05-07

SMFG SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M209857.6K shares9.18%2026-03-312026-05-07

DGRO ISHARES CORE DIVIDEND GROWTH ETF16.2K shares-11.76%2026-03-312026-05-07

NET CLOUDFLARE INC CL A COM5.5K shares7.95%2026-03-312026-05-07

VRSK VERISK ANALYTICS INCCL A6.0K shares233.41%2026-03-312026-05-07

AFL AFLAC INC COM10.3K shares1.25%2026-03-312026-05-07

UMC UNITED MICROELECTRONICS CORPOR SPONSORED A124.8K shares3.06%2026-03-312026-05-07

EXPD EXPEDITORS INTL WASH INC7.8K shares0.55%2026-03-312026-05-07

Sponsored

SSNC SS&C TECH HLDGS COM16.6K shares-21.33%2026-03-312026-05-07

GRMN GARMIN LTD4.8K shares4.90%2026-03-312026-05-07

TIPX STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF58.1K sharesnew addition2026-03-312026-05-07

MSI MOTOROLA SOLUTIONS INC COM NEW2.6K shares6.92%2026-03-312026-05-07

TRGP TARGA RES CORP COM4.4K shares-4.89%2026-03-312026-05-07

DFUV DIMENSIONAL US MARKETWIDE VALUE ETF22.9K shares0.00%2026-03-312026-05-07

CCJ CAMECO CORP F10.2K shares2.72%2026-03-312026-05-07

ICE INTERCONTINENTAL EXCHANGE INC COM7.0K shares3.47%2026-03-312026-05-07

Sponsored

WF WOORI FINANCE HOLDINGS CO LTD-ADR16.6K shares17.22%2026-03-312026-05-07

EFG ISHARES MSCI EAFE GROWTH ETF9.9K shares22.91%2026-03-312026-05-07

SCHA SCHWAB ETFS- US SMALL-CAP ETF37.9K shares0.52%2026-03-312026-05-07

FBTC FIDELITY WISE ORIGIN BITCOIN FUND18.6K shares45.08%2026-03-312026-05-07

NEM NEWMONT CORP COM10.1K shares9.57%2026-03-312026-05-07

JBL JABIL CIRCUIT INC4.1K shares3.17%2026-03-312026-05-07

KMI KINDER MORGAN INC32.3K shares10.34%2026-03-312026-05-07

URI UNITED RENTALS INC1.5K shares0.81%2026-03-312026-05-07

Sponsored

EUSA ISHARES MSCI USA EQUAL WEIGHTED ETF10.6K shares0.06%2026-03-312026-05-07

DUPONT DE NEMOURS INC COM DUPONT DE NEMOURS INC COM23.6K shares0.67%2026-03-312026-05-07

KEYS KEYSIGHT TECHNOLOGIES INC COM3.8K shares12.49%2026-03-312026-05-07

IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF12.9K shares17.63%2026-03-312026-05-07

MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED63.2K shares34.08%2026-03-312026-05-07

ARES ARES MGMT L P9.8K shares-7.24%2026-03-312026-05-07

MET METLIFE INC COM15.1K shares-1.62%2026-03-312026-05-07

EQIX EQUINIX INC COM1.1K shares31.80%2026-03-312026-05-07

Sponsored

USB US BANCORP COM NEW20.5K shares5.38%2026-03-312026-05-07

HLT HILTON WORLDWIDE HLDGS INC COM3.5K shares11.42%2026-03-312026-05-07

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF12.3K shares2.26%2026-03-312026-05-07

APP APPLOVIN CORP COM CL A2.7K shares-0.97%2026-03-312026-05-07

GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST11.3K shares-1.56%2026-03-312026-05-07

QLTY GMO US QUALITY ETF28.8K shares7.63%2026-03-312026-05-07

AVUV AVANTIS U.S. SMALL CAP VALUE ETF9.4K shares104.34%2026-03-312026-05-07

STZ CONSTELLATION BRANDS INC CL A6.9K shares-1.50%2026-03-312026-05-07

Sponsored

ACWX ISHARES MSCI ACWI EX U.S. ETF15.1K shares8.51%2026-03-312026-05-07

WMB WILLIAMS COS INC COM14.1K shares11.15%2026-03-312026-05-07

XLV HEALTH CARE SELECT SECTOR SPDR6.9K shares39.83%2026-03-312026-05-07

EVRG EVERGY INC COM12.4K shares17.85%2026-03-312026-05-07

SHG SHINHAN FINL GROUP ADR F SPONSORED ADR16.6K shares14.87%2026-03-312026-05-07

SPG SIMON PROPERTY GROUP INC5.4K shares8.82%2026-03-312026-05-07

TM TOYOTA MOTOR CORP ADS4.9K shares18.49%2026-03-312026-05-07

IWO ISHARES RUSSELL 2000 GROWTH ETF3.2K shares6.69%2026-03-312026-05-07

Sponsored

VTWO VANGUARD RUSSELL2000 INDEX FD ETF10.0K shares40.54%2026-03-312026-05-07

SDY SPDR SER TR S&P DIVID ETF6.9K shares165.33%2026-03-312026-05-07

SAN BANCO SANTANDER CENT HISP88.7K shares2.81%2026-03-312026-05-07

DVN DEVON ENERGY CORP19.8K shares21.30%2026-03-312026-05-07

TDG TRANSDIGM GROUP INC COM DELAWARE854 shares-6.77%2026-03-312026-05-07

VONG VANGUARD RUSSELL 1000 GROWTH ETF8.9K shares20.56%2026-03-312026-05-07

ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP50.6K shares-3.62%2026-03-312026-05-07

FTCS FIRST TRUST CAPITAL STRENGTH ETF10.4K shares3375.67%2026-03-312026-05-07

Sponsored

ARCC ARES CAPITAL CORP COM53.4K shares-10.28%2026-03-312026-05-07

DT DYNATRACE INC COM NEW26.0K shares10.05%2026-03-312026-05-07

NXT NEXTPOWER INC CLASS A COM7.9K shares7.35%2026-03-312026-05-07

DFCA DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF19.2K shares103.19%2026-03-312026-05-07

DASH DOORDASH INC CL A6.3K shares-8.53%2026-03-312026-05-07

CIGNA CORP CIGNA CORP3.6K shares26.08%2026-03-312026-05-07

IJK ISHARES S&P MIDCAP 400 GROWTH INDEX9.5K shares0.00%2026-03-312026-05-07

CEG CONSTELLATION ENERGY CORP COM3.4K shares-37.00%2026-03-312026-05-07

Sponsored

FEOE FIRST EAGLE OVERSEAS EQUITY ETF18.8K shares83.59%2026-03-312026-05-07

NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF9.0K shares16.33%2026-03-312026-05-07

TGT TARGET CORP COM7.8K shares7.02%2026-03-312026-05-07

CSX CSX CORP23.1K shares6.25%2026-03-312026-05-07

L LOEWS CORP COM8.9K shares-0.45%2026-03-312026-05-07

IBHG ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF42.7K shares32.79%2026-03-312026-05-07

JPIE JPMORGAN INCOME ETF20.5K shares-10.53%2026-03-312026-05-07

AKRE FOCUS ETF AKRE FOCUS ETF17.8K shares0.00%2026-03-312026-05-07

Sponsored

DFIV DIMENSIONAL INTERNATIONAL VALUE ETF17.8K shares-11.56%2026-03-312026-05-07

SIZE ISHARES MSCI USA SIZE FACTOR ETF5.9K shares-3.61%2026-03-312026-05-07

ADSK AUTODESK INC3.9K shares12.65%2026-03-312026-05-07

RSG REPUBLIC SERVICES INC4.2K shares6.11%2026-03-312026-05-07

IVV

ISHARES S&P 500 INDEX

28.05%

Shares1.1M

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC

1.55%

Shares1.0M

Event2026-03-31

Filed2026-05-07

NVDA

NVIDIA CORP

1.05%

Shares1.1M

Event2026-03-31

Filed2026-05-07

ITOT

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

-51.51%

Shares1.1M

Event2026-03-31

Filed2026-05-07

CORT

CORCEPT THERAPEUTICS INC COM

2.53%

Shares4.0M

Event2026-03-31

Filed2026-05-07

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

5.15%

Shares2.1M

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT

0.44%

Shares306.3K

Event2026-03-31

Filed2026-05-07

ALPHABET INC CAP STK CL C

0.16%

Shares353.8K

Event2026-03-31

Filed2026-05-07

GOOGLE INC

1.96%

Shares332.2K

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON.COM INC

2.19%

Shares409.6K

Event2026-03-31

Filed2026-05-07

AVDE

AVANTIS INTERNATIONAL EQUITY ETF

22.22%

Shares925.2K

Event2026-03-31

Filed2026-05-07

CVBF

CVB FINL CORP COM

-4.26%

Shares3.7M

Event2026-03-31

Filed2026-05-07

VANGUARD LARGE CAP

-2.01%

Shares211.6K

Event2026-03-31

Filed2026-05-07

AVEM

AVANTIS EMERGING MARKETS EQUITY ETF

1654.54%

Shares760.2K

Event2026-03-31

Filed2026-05-07

VFLO

VICTORYSHARES FREE CASH FLOW ETF

1319.30%

Shares1.5M

Event2026-03-31

Filed2026-05-07

IEFA

ISHARES CORE MSCI EAFE ETF

1.88%

Shares665.6K

Event2026-03-31

Filed2026-05-07

VTI

VANGUARD TOTAL STK MKT

2.92%

Shares153.8K

Event2026-03-31

Filed2026-05-07

COST

COSTCO WHOLESALE CORP

0.95%

Shares46.0K

Event2026-03-31

Filed2026-05-07

META

META PLATFORMS INC CL A

2.75%

Shares78.8K

Event2026-03-31

Filed2026-05-07

JPIB

JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND

New

Shares883.0K

Event2026-03-31

Filed2026-05-07

VANGUARD SMALL CAP ETF

2.52%

Shares161.1K

Event2026-03-31

Filed2026-05-07

JPM

JPMORGAN CHASE & CO COM

0.89%

Shares135.5K

Event2026-03-31

Filed2026-05-07

BERKSHIRE HATHAWAY INC DEL CL B NEW

3.37%

Shares80.7K

Event2026-03-31

Filed2026-05-07

IGSB

ISHARES 1-3 YR CREDIT BOND ETF

129.04%

Shares655.5K

Event2026-03-31

Filed2026-05-07

BROADCOM INC COM

2.47%

Shares109.5K

Event2026-03-31

Filed2026-05-07

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

1.94%

Shares525.8K

Event2026-03-31

Filed2026-05-07

BINC

BLACKROCK FLEXIBLE INCOME ETF

8.29%

Shares642.0K

Event2026-03-31

Filed2026-05-07

SPY

STATE STREET SPDR S&P 500 ETF

6.75%

Shares49.8K

Event2026-03-31

Filed2026-05-07

AGG

ISHARES AGGREGATE BOND ETF

24.10%

Shares324.7K

Event2026-03-31

Filed2026-05-07

NFLX

NETFLIX COM INC

3.24%

Shares328.2K

Event2026-03-31

Filed2026-05-07

VANGUARD S&P 500 ETF

8.92%

Shares52.7K

Event2026-03-31

Filed2026-05-07

TSLA

TESLA MOTORS INC

-0.72%

Shares82.3K

Event2026-03-31

Filed2026-05-07

PLTR

PALANTIR TECHNOLOGIES INC CL A

1.28%

Shares203.4K

Event2026-03-31

Filed2026-05-07

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

24.98%

Shares423.0K

Event2026-03-31

Filed2026-05-07

IXN

ISHARES GLOBAL TECH ETF

1.61%

Shares290.8K

Event2026-03-31

Filed2026-05-07

VTV

VANGUARD VALUE ETF

1.91%

Shares145.9K

Event2026-03-31

Filed2026-05-07

POWERSHARES QQQ TR

-1.92%

Shares49.0K

Event2026-03-31

Filed2026-05-07

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

-10.93%

Shares146.0K

Event2026-03-31

Filed2026-05-07

LLY

ELI LILLY & CO COM

1.46%

Shares30.4K

Event2026-03-31

Filed2026-05-07

VISA INC

0.21%

Shares85.6K

Event2026-03-31

Filed2026-05-07

VCIT

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

5.27%

Shares306.7K

Event2026-03-31

Filed2026-05-07

BILZ

PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND

78.73%

Shares240.2K

Event2026-03-31

Filed2026-05-07

GLD

SPDR GOLD ETF

-0.20%

Shares54.5K

Event2026-03-31

Filed2026-05-07

CVX

CHEVRON CORPORATION COM

0.34%

Shares112.0K

Event2026-03-31

Filed2026-05-07

ABBV

ABBVIE INC COM

1.26%

Shares103.9K

Event2026-03-31

Filed2026-05-07

EFA

ISHARES MSCI EAFE ETF

0.61%

Shares228.0K

Event2026-03-31

Filed2026-05-07

TJX

TJX COS INC NEW COM

-0.80%

Shares137.3K

Event2026-03-31

Filed2026-05-07

IDV

ISHARES INTERNATIONAL SELECT DIVIDEND ETF

-13.31%

Shares476.2K

Event2026-03-31

Filed2026-05-07

MASTERCARD INC

-2.43%

Shares40.3K

Event2026-03-31

Filed2026-05-07

WMT

WALMART INC COM

2.43%

Shares159.8K

Event2026-03-31

Filed2026-05-07

JNJ

JOHNSON & JOHNSON COM

1.22%

Shares80.4K

Event2026-03-31

Filed2026-05-07

ISRG

INTUITIVE SURGICAL, INC.

0.79%

Shares40.7K

Event2026-03-31

Filed2026-05-07

UBER

UBER TECHNOLOGIES INC COM

-2.64%

Shares254.9K

Event2026-03-31

Filed2026-05-07

VWO

VANGUARD FTSE EMERGING MARKETS ETF

10.07%

Shares337.4K

Event2026-03-31

Filed2026-05-07

TMO

THERMO FISHER SCIENTIFIC INC COM

3.22%

Shares37.1K

Event2026-03-31

Filed2026-05-07

JMBS

JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF

-73.90%

Shares393.4K

Event2026-03-31

Filed2026-05-07

SPTM

STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF

-5.45%

Shares224.8K

Event2026-03-31

Filed2026-05-07

ICSH

ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF

2.11%

Shares318.5K

Event2026-03-31

Filed2026-05-07

VANGUARD MID CAP

0.59%

Shares55.4K

Event2026-03-31

Filed2026-05-07

IJH

ISHARES CORE S&P MID CAP ETF

14.14%

Shares224.0K

Event2026-03-31

Filed2026-05-07

TSM

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

13.44%

Shares44.2K

Event2026-03-31

Filed2026-05-07

XOM

EXXON MOBIL CORP COM

9.54%

Shares84.8K

Event2026-03-31

Filed2026-05-07

IWF

ISHARES RUSSELL 1000 GROWTH ETF

1.77%

Shares30.8K

Event2026-03-31

Filed2026-05-07

VCSH

VANGUARD SHORT TERM CORP BOND FD ETF

1.39%

Shares164.1K

Event2026-03-31

Filed2026-05-07

NEE

NEXTERA ENERGY INC COM

2.40%

Shares138.7K

Event2026-03-31

Filed2026-05-07

VIG

VANGUARD DIVIDEND APPRECIATION ETF

5.74%

Shares58.3K

Event2026-03-31

Filed2026-05-07

HYG

ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF

0.70%

Shares157.5K

Event2026-03-31

Filed2026-05-07

WCMI

FIRST TRUST WCM INTERNATIONAL EQUITY ETF

12042.82%

Shares744.6K

Event2026-03-31

Filed2026-05-07

SCHD

SCHWAB US DIVIDEND EQUITY ETF

-8.63%

Shares402.0K

Event2026-03-31

Filed2026-05-07

IVE

ISHARES S&P 500 VALUE ETF

0.99%

Shares58.3K

Event2026-03-31

Filed2026-05-07

BKNG

BOOKING HOLDINGS INC COM

-1.73%

Shares2.9K

Event2026-03-31

Filed2026-05-07

INTU

INTUIT INC

5.90%

Shares28.0K

Event2026-03-31

Filed2026-05-07

ABT

ABBOTT LABORATORIES COM

-10.18%

Shares117.7K

Event2026-03-31

Filed2026-05-07

DCI

DONALDSON INC COM

-2.42%

Shares142.3K

Event2026-03-31

Filed2026-05-07

GEV

GE VERNOVA INC COM

16.20%

Shares13.6K

Event2026-03-31

Filed2026-05-07

IJR

ISHARES S&P SMALLCAP 600 ETF

8.40%

Shares91.1K

Event2026-03-31

Filed2026-05-07

CRM

SALESFORCE COM

-8.12%

Shares60.1K

Event2026-03-31

Filed2026-05-07

HON

HONEYWELL INTL INC

-4.72%

Shares49.4K

Event2026-03-31

Filed2026-05-07

VUG

VANGUARD GROWTH ETF

8.24%

Shares25.3K

Event2026-03-31

Filed2026-05-07

GILD

GILEAD SCIENCES INC

-3.17%

Shares76.0K

Event2026-03-31

Filed2026-05-07

LRGF

ISHARES U.S. EQUITY FACTOR ETF

6.02%

Shares160.3K

Event2026-03-31

Filed2026-05-07

PWR

QUANTA SERVICES INC

1.48%

Shares19.2K

Event2026-03-31

Filed2026-05-07

BLACKROCK INC

-1.20%

Shares10.8K

Event2026-03-31

Filed2026-05-07

PANW

PALO ALTO NETWORKS INC COM

2.90%

Shares63.7K

Event2026-03-31

Filed2026-05-07

HOME DEPOT

-0.67%

Shares30.8K

Event2026-03-31

Filed2026-05-07

ACCENTURE LTD BERMUDA CL A

-0.51%

Shares50.8K

Event2026-03-31

Filed2026-05-07

VBR

VANGUARD SMALL CAP VALUE ETF

-0.51%

Shares45.7K

Event2026-03-31

Filed2026-05-07

CRWD

CROWDSTRIKE HLDGS INC CL A

1.37%

Shares24.7K

Event2026-03-31

Filed2026-05-07

ECL

ECOLAB INC COM

-0.59%

Shares36.0K

Event2026-03-31

Filed2026-05-07

VNQ

VANGUARD REIT INDEX ETF

-0.32%

Shares106.5K

Event2026-03-31

Filed2026-05-07

GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT

1.77%

Shares49.1K

Event2026-03-31

Filed2026-05-07

MORGAN STANLEY

1.14%

Shares56.4K

Event2026-03-31

Filed2026-05-07

CAT

CATERPILLAR INC COM

6.49%

Shares13.1K

Event2026-03-31

Filed2026-05-07

AMAT

APPLIED MATLS INC COM

18.62%

Shares27.0K

Event2026-03-31

Filed2026-05-07

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

4.65%

Shares118.6K

Event2026-03-31

Filed2026-05-07

ORCL

ORACLE CORPORATION

-2.23%

Shares61.8K

Event2026-03-31

Filed2026-05-07

SHW

SHERWIN WILLIAMS CO COM

-0.32%

Shares28.3K

Event2026-03-31

Filed2026-05-07

CSCO

CISCO SYS INC

2.60%

Shares116.8K

Event2026-03-31

Filed2026-05-07

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

6.85%

Shares365.5K

Event2026-03-31

Filed2026-05-07

PEP

PEPSICO INC COM

6.17%

Shares57.4K

Event2026-03-31

Filed2026-05-07

PROCTER & GAMBLE CO COM

2.38%

Shares61.1K

Event2026-03-31

Filed2026-05-07

VGT

VANGUARD INFORMATION TECHNOLOGY

4.24%

Shares12.6K

Event2026-03-31

Filed2026-05-07

IWD

ISHARES RUSSELL 1000 VALUE ETF

3.49%

Shares39.7K

Event2026-03-31

Filed2026-05-07

IVW

ISHARES S&P 500 GROWTH ETF

-18.81%

Shares74.0K

Event2026-03-31

Filed2026-05-07

XLE

ENERGY SELECT SECTOR SPDR

-1.35%

Shares135.7K

Event2026-03-31

Filed2026-05-07

ESGU

ISHARES ESG AWARE MSCI USA ETF

9.99%

Shares58.6K

Event2026-03-31

Filed2026-05-07

IBDV

ISHARES IBONDS DEC 2030 TERM CORPORATE ETF

5.83%

Shares373.6K

Event2026-03-31

Filed2026-05-07

ACWI

ISHARES TR MSCI ACWIINDEX FD

1.69%

Shares58.3K

Event2026-03-31

Filed2026-05-07

AMD

ADVANCED MICRO DEVICES INC COM

12.95%

Shares39.4K

Event2026-03-31

Filed2026-05-07

IBDT

ISHARES IBONDS DEC 2028 TERM CORPORATE ETF

4.96%

Shares304.9K

Event2026-03-31

Filed2026-05-07

COCA COLA CO COM

5.51%

Shares101.1K

Event2026-03-31

Filed2026-05-07

VERIZON COMMUNICATIONS

0.99%

Shares152.6K

Event2026-03-31

Filed2026-05-07

ARISTA NETWORKS INC COM SHS

-0.47%

Shares61.4K

Event2026-03-31

Filed2026-05-07

MBUU

MALIBU BOATS INC COM CL A

New

Shares7.5M

Event2026-03-31

Filed2026-05-07

SYK

STRYKER CORP

5.25%

Shares22.7K

Event2026-03-31

Filed2026-05-07

PARKER-HANNIFIN CORP COM

3.16%

Shares8.3K

Event2026-03-31

Filed2026-05-07

EEM

ISHARES MSCI EMERGING MARKETS ETF

0.58%

Shares129.5K

Event2026-03-31

Filed2026-05-07

IBM

INTL BUSINESS MACHINES

-4.06%

Shares30.3K

Event2026-03-31

Filed2026-05-07

IQLT

ISHARES MSCI INTL QUALITY FACTOR ETF

-27.39%

Shares158.7K

Event2026-03-31

Filed2026-05-07

IVLU

ISHARES MSCI INTL VALUE FACTOR ETF

8.00%

Shares184.2K

Event2026-03-31

Filed2026-05-07

CROWN CASTLE INTL CORP

-0.02%

Shares87.0K

Event2026-03-31

Filed2026-05-07

RTX

RTX CORPORATION COM

2.52%

Shares36.2K

Event2026-03-31

Filed2026-05-07

IWM

ISHARES RUSSELL 2000 ETF

15.88%

Shares28.2K

Event2026-03-31

Filed2026-05-07

BSV

VANGUARD SHORT-TERM BOND ETF

2.76%

Shares88.3K

Event2026-03-31

Filed2026-05-07

IBDS

ISHARES IBONDS DEC 2027 TERM CORPORATE ETF

8.67%

Shares283.7K

Event2026-03-31

Filed2026-05-07

MNST

MONSTER BEVERAGE CORP

-2.18%

Shares94.4K

Event2026-03-31

Filed2026-05-07

MERCK & CO INC

7.60%

Shares56.2K

Event2026-03-31

Filed2026-05-07

ITW

ILLINOIS TOOL WKS INC COM

0.14%

Shares25.8K

Event2026-03-31

Filed2026-05-07

USMV

ISHARES MSCI USA MIN VOL FACTOR ETF

-4.36%

Shares71.5K

Event2026-03-31

Filed2026-05-07

UNH

UNITEDHEALTH GROUP

-7.94%

Shares24.3K

Event2026-03-31

Filed2026-05-07

IBDR

ISHARES IBONDS DEC 2026 TERM CORPORATE ETF

7.89%

Shares269.4K

Event2026-03-31

Filed2026-05-07

IBDU

ISHARES IBONDS DEC 2029 TERM CORPORATE ETF

-0.11%

Shares278.8K

Event2026-03-31

Filed2026-05-07

GOLDMAN SACHS GROUP INC

4.75%

Shares7.6K

Event2026-03-31

Filed2026-05-07

COLGATE PALMOLIVE CO COM

0.07%

Shares75.6K

Event2026-03-31

Filed2026-05-07

SCHB

SCHWAB ETFS- US BROAD MARKET ETF

1.49%

Shares255.8K

Event2026-03-31

Filed2026-05-07

CPNG

COUPANG INC CL A

-8.69%

Shares338.0K

Event2026-03-31

Filed2026-05-07

MICRON TECHNOLOGY

26.72%

Shares18.9K

Event2026-03-31

Filed2026-05-07

FBND

FIDELITY TOTAL BOND ETF

-4.82%

Shares137.8K

Event2026-03-31

Filed2026-05-07

SMH

VANECK SEMICONDUCTOR ETF

6.93%

Shares16.3K

Event2026-03-31

Filed2026-05-07

IBDX

ISHARES IBONDS DEC 2032 TERM CORPORATE ETF

1.00%

Shares244.2K

Event2026-03-31

Filed2026-05-07

IBDW

ISHARES IBONDS DEC 2031 TERM CORPORATE ETF

1.81%

Shares292.1K

Event2026-03-31

Filed2026-05-07

VYM

VANGUARD HIGH DIVIDEND YIELD

0.86%

Shares41.2K

Event2026-03-31

Filed2026-05-07

ISHARES GOLD TRUST ETF

8.40%

Shares67.1K

Event2026-03-31

Filed2026-05-07

VIGI

VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF

-1.13%

Shares65.9K

Event2026-03-31

Filed2026-05-07

ADBE

ADOBE SYS INC

-17.75%

Shares23.9K

Event2026-03-31

Filed2026-05-07

VLUE

ISHARES EDGE MSCI USA VALUE FACTOR ETF

-1.85%

Shares40.6K

Event2026-03-31

Filed2026-05-07

GE AEROSPACE COM NEW

6.64%

Shares20.2K

Event2026-03-31

Filed2026-05-07

MKL

MARKEL CORP HOLDING CO

1.06%

Shares3.0K

Event2026-03-31

Filed2026-05-07

BAC

BANK OF AMER CORP COM

2.62%

Shares115.2K

Event2026-03-31

Filed2026-05-07

TIP

ISHARES TIPS BOND ETF

1.72%

Shares50.7K

Event2026-03-31

Filed2026-05-07

IBDY

ISHARES IBONDS DEC 2033 TERM CORPORATE ETF

1.04%

Shares213.0K

Event2026-03-31

Filed2026-05-07

VIK

VIKING HOLDINGS LTD ORD SHS

0.23%

Shares74.7K

Event2026-03-31

Filed2026-05-07

ROP

ROPER INDUSTRIES INC

-2.66%

Shares15.4K

Event2026-03-31

Filed2026-05-07

MCD

MCDONALDS CORP COM

5.54%

Shares17.2K

Event2026-03-31

Filed2026-05-07

SPYM

STATE STREET SPDR PORTFOLIO S&P 500 ETF

7.82%

Shares69.6K

Event2026-03-31

Filed2026-05-07

IBDZ

ISHARES IBONDS DEC 2034 TERM CORPORATE ETF

1.75%

Shares203.4K

Event2026-03-31

Filed2026-05-07

IJS

ISHARES S&P SMALLCAP 600 VALUE ETF

0.62%

Shares44.6K

Event2026-03-31

Filed2026-05-07

SCHE

SCHWAB EMERGING MARKET EQ ETF

0.02%

Shares159.8K

Event2026-03-31

Filed2026-05-07

VDE

VANGUARD ENERGY

-4.70%

Shares30.3K

Event2026-03-31

Filed2026-05-07

HOOD

ROBINHOOD MKTS INC COM CL A

36.88%

Shares74.7K

Event2026-03-31

Filed2026-05-07

XYL

XYLEM INC

-9.21%

Shares43.3K

Event2026-03-31

Filed2026-05-07

JBND

JPMORGAN ACTIVE BOND ETF

14.57%

Shares94.6K

Event2026-03-31

Filed2026-05-07

REALTY INCOME CORP

1.53%

Shares82.8K

Event2026-03-31

Filed2026-05-07

SPAB

STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF

-4.69%

Shares197.2K

Event2026-03-31

Filed2026-05-07

BRK.A

BERKSHIRE HATHAWAY INC DEL CL A

0.00%

Shares7

Event2026-03-31

Filed2026-05-07

VANGUARD TOTAL WORLD STOCK ETF

0.60%

Shares35.0K

Event2026-03-31

Filed2026-05-07

AT&T INC COM

5.47%

Shares164.3K

Event2026-03-31

Filed2026-05-07

ADI

ANALOG DEVICES INC

6.94%

Shares14.9K

Event2026-03-31

Filed2026-05-07

SPHQ

INVESCO S&P 500 QUALITY ETF

1.41%

Shares62.4K

Event2026-03-31

Filed2026-05-07

MUB

ISHARES NATIONAL MUNI BOND ETF

-6.69%

Shares43.4K

Event2026-03-31

Filed2026-05-07

ASML

ASML HLDG NV N Y REGISTRY SHS

19.71%

Shares3.5K

Event2026-03-31

Filed2026-05-07

IYW

ISHARES DJ US TECHNOLOGY

-1.08%

Shares24.9K

Event2026-03-31

Filed2026-05-07

PYLD

PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND

-1.24%

Shares170.9K

Event2026-03-31

Filed2026-05-07

LAM RESEARCH CORP

7.64%

Shares20.6K

Event2026-03-31

Filed2026-05-07

MKC

MCCORMICK & CO INC COM NON VTG

-4.60%

Shares86.2K

Event2026-03-31

Filed2026-05-07

TTWO

TAKE-TWO INTERACTIVESOFTWRE

4.06%

Shares21.9K

Event2026-03-31

Filed2026-05-07

DIS

DISNEY WALT CO COM

-2.11%

Shares44.0K

Event2026-03-31

Filed2026-05-07

MARVELL TECHNOLOGY GROUP LTD

78.57%

Shares42.7K

Event2026-03-31

Filed2026-05-07

AXP

AMERICAN EXPRESS CO COM

1.54%

Shares13.8K

Event2026-03-31

Filed2026-05-07

EMB

ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF

1.62%

Shares43.8K

Event2026-03-31

Filed2026-05-07

SBUX

STARBUCKS CORP

5.15%

Shares45.8K

Event2026-03-31

Filed2026-05-07

GRNY

FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF

1.53%

Shares171.6K

Event2026-03-31

Filed2026-05-07

IBTL

ISHARES IBONDS DEC 2031 TERM TREASURY ETF

17.79%

Shares200.7K

Event2026-03-31

Filed2026-05-07

KLAC

KLA-TENCOR CORP

-0.22%

Shares2.8K

Event2026-03-31

Filed2026-05-07

DPZ

DOMINOS PIZZA INC

955.48%

Shares11.3K

Event2026-03-31

Filed2026-05-07

SCHW

CHARLES SCHWAB CORP

5.69%

Shares42.8K

Event2026-03-31

Filed2026-05-07

SHY

ISHARES 1-3 YR TREASURY BOND ETF

3.86%

Shares48.4K

Event2026-03-31

Filed2026-05-07

EDWARDS LIFESCIENCES CORP COM

-1.29%

Shares49.4K

Event2026-03-31

Filed2026-05-07

EMR

EMERSON ELEC CO COM

-0.32%

Shares30.2K

Event2026-03-31

Filed2026-05-07

COP

CONOCOPHILLIPS COM

4.75%

Shares30.0K

Event2026-03-31

Filed2026-05-07

SHV

ISHARES TR LEHMAN SHORT TREA BDFD

-13.11%

Shares35.4K

Event2026-03-31

Filed2026-05-07

XLK

TECHNOLOGY SELECT SECTOR SPDR

4.44%

Shares28.9K

Event2026-03-31

Filed2026-05-07

VEU

VANGUARD FTSE ALL-WORLD EX-US

14.08%

Shares51.1K

Event2026-03-31

Filed2026-05-07

WFC

WELLS FARGO & CO COM

13.50%

Shares48.2K

Event2026-03-31

Filed2026-05-07

JEPI

JPMORGAN EQUITY PREMIUM INCOME ETF

16.17%

Shares67.6K

Event2026-03-31

Filed2026-05-07

SCHX

SCHWAB U.S. LARGE-CAP ETF

-6.75%

Shares148.1K

Event2026-03-31

Filed2026-05-07

GFLW

VICTORYSHARES FREE CASH FLOW GROWTH ETF

585.22%

Shares144.3K

Event2026-03-31

Filed2026-05-07

INTC

INTEL CORP COM

8.09%

Shares86.0K

Event2026-03-31

Filed2026-05-07

IBTM

ISHARES IBONDS DEC 2032 TERM TREASURY ETF

146.65%

Shares162.9K

Event2026-03-31

Filed2026-05-07

LMT

LOCKHEED MARTIN CORP

1.22%

Shares6.1K

Event2026-03-31

Filed2026-05-07

PFE

PFIZER INC COM

49.31%

Shares129.2K

Event2026-03-31

Filed2026-05-07

TWLO

TWILIO INC CL A

1.85%

Shares28.7K

Event2026-03-31

Filed2026-05-07

IBTK

ISHARES IBONDS DEC 2030 TERM TREASURY ETF

9.35%

Shares182.0K

Event2026-03-31

Filed2026-05-07

AMGN

AMGEN INC

0.95%

Shares10.2K

Event2026-03-31

Filed2026-05-07

TXN

TEXAS INSTRS INC COM

0.16%

Shares18.4K

Event2026-03-31

Filed2026-05-07

XBI

SPDR BIOTECH ETF

1.16%

Shares27.6K

Event2026-03-31

Filed2026-05-07

SPGI

S&P GLOBAL INC COM

37.97%

Shares8.3K

Event2026-03-31

Filed2026-05-07

PHILIP MORRIS INTL INC

9.77%

Shares21.2K

Event2026-03-31

Filed2026-05-07

CMI

CUMMINS INC COM

-1.06%

Shares6.5K

Event2026-03-31

Filed2026-05-07

MDLZ

MONDELEZ INTL INC CL A

5.46%

Shares60.2K

Event2026-03-31

Filed2026-05-07

OEF

ISHARES TR S&P 100 INDEX FUND

0.37%

Shares10.7K

Event2026-03-31

Filed2026-05-07

BND

VANGUARD TOTAL BOND MARKET ETF

-8.25%

Shares46.4K

Event2026-03-31

Filed2026-05-07

AMT

AMERICAN TOWER CORP

-0.61%

Shares19.8K

Event2026-03-31

Filed2026-05-07

JMST

JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF

-9.84%

Shares65.8K

Event2026-03-31

Filed2026-05-07

FDX

FEDEX CORP

2.27%

Shares9.3K

Event2026-03-31

Filed2026-05-07

FCX

FREEPORT MCMORAN COPPER

5.76%

Shares56.0K

Event2026-03-31

Filed2026-05-07

ZTS

ZOETIS INC COM CL A

-12.13%

Shares27.8K

Event2026-03-31

Filed2026-05-07

EATON CORP PLC SHS

5.28%

Shares9.2K

Event2026-03-31

Filed2026-05-07

IBTJ

ISHARES IBONDS DEC 2029 TERM TREASURY ETF

4.94%

Shares149.3K

Event2026-03-31

Filed2026-05-07

TBIL

F/M US TREASURY 3 MONTH BILL FUND

13.17%

Shares65.2K

Event2026-03-31

Filed2026-05-07

JPST

JPMORGAN ULTRA-SHORT INCOME ETF

100.56%

Shares64.0K

Event2026-03-31

Filed2026-05-07

COF

CAPITAL ONE FINANCIAL CORP

10.50%

Shares17.7K

Event2026-03-31

Filed2026-05-07

PFF

ISHARES S&P U.S. PREFERRED STOCK ETF

-3.20%

Shares106.2K

Event2026-03-31

Filed2026-05-07

CTVA

CORTEVA INC COM

5.08%

Shares38.2K

Event2026-03-31

Filed2026-05-07

APH

AMPHENOL CORP CL A

-1.65%

Shares25.3K

Event2026-03-31

Filed2026-05-07

IBTI

ISHARES IBONDS DEC 2028 TERM TREASURY ETF

2.43%

Shares142.9K

Event2026-03-31

Filed2026-05-07

MGC

VANGUARD MEGA CAP 300 ETF

-1.76%

Shares13.4K

Event2026-03-31

Filed2026-05-07

SPEM

STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF

-0.69%

Shares67.3K

Event2026-03-31

Filed2026-05-07

FANG

DIAMONDBACK ENERGY INC COM

10.64%

Shares15.9K

Event2026-03-31

Filed2026-05-07

SCHG

SCHWAB US LARGE CAP GROWTH ETF

12.56%

Shares107.1K

Event2026-03-31

Filed2026-05-07

ABNB

AIRBNB INC COM CL A

-3.62%

Shares24.6K

Event2026-03-31

Filed2026-05-07

LINDE PLC SHS

7.10%

Shares6.2K

Event2026-03-31

Filed2026-05-07

SHOP

SHOPIFY INC CL A SUB VTG SHS

8.01%

Shares25.8K

Event2026-03-31

Filed2026-05-07

SPDW

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

-11.74%

Shares66.6K

Event2026-03-31

Filed2026-05-07

WASTE MANAGEMENT INC

8.33%

Shares13.2K

Event2026-03-31

Filed2026-05-07

PAVE

GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF

220.75%

Shares59.7K

Event2026-03-31

Filed2026-05-07

CITIGROUP INC

-6.82%

Shares26.7K

Event2026-03-31

Filed2026-05-07

VONE

VANGUARD RUSSELL 1000 ETF

6.23%

Shares10.2K

Event2026-03-31

Filed2026-05-07

GLW

CORNING INC COM

6.49%

Shares22.2K

Event2026-03-31

Filed2026-05-07

SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

60.70%

Shares28.8K

Event2026-03-31

Filed2026-05-07

ALTRIA GROUP INC COM

3.26%

Shares43.6K

Event2026-03-31

Filed2026-05-07

BLACKSTONE GROUP LP

5.05%

Shares24.7K

Event2026-03-31

Filed2026-05-07

IBTH

ISHARES IBONDS DEC 2027 TERM TREASURY ETF

-9.22%

Shares123.3K

Event2026-03-31

Filed2026-05-07

DVY

ISHARES DJ SELECT DIVIDEND

3.21%

Shares18.3K

Event2026-03-31

Filed2026-05-07

DSL

DOUBLELINE INCOME SOLUTIONS FD COM

22.21%

Shares254.9K

Event2026-03-31

Filed2026-05-07

MELI

MERCADOLIBRE INC

15.28%

Shares1.6K

Event2026-03-31

Filed2026-05-07

IBHF

ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF

127.02%

Shares117.1K

Event2026-03-31

Filed2026-05-07

ITA

ISHARES TR DOW JONESUS AEROSPACE & DEF

28.33%

Shares12.3K

Event2026-03-31

Filed2026-05-07

SNPS

SYNOPSYS INC COM

4.28%

Shares6.7K

Event2026-03-31

Filed2026-05-07

DHR

DANAHER CORP

-33.11%

Shares13.7K

Event2026-03-31

Filed2026-05-07

IWS

ISHARES RUSSELL MIDCAP VALUE INDEX

-0.15%

Shares17.8K

Event2026-03-31

Filed2026-05-07

TMUS

T-MOBILE US INC COM

-2.43%

Shares12.3K

Event2026-03-31

Filed2026-05-07

IWP

ISHARES RUSSELL MIDCAP GROWTH ETF

-1.44%

Shares20.1K

Event2026-03-31

Filed2026-05-07

VBIL

VANGUARD 0-3 MONTH TREASURY BILL ETF

-7.10%

Shares34.0K

Event2026-03-31

Filed2026-05-07

MBB

ISHARES MBS ETF

-47.79%

Shares26.9K

Event2026-03-31

Filed2026-05-07

TSCO

TRACTOR SUPPLY CO

630.50%

Shares56.2K

Event2026-03-31

Filed2026-05-07

CHYM

CHIME FINL INC COM SHS CL A

-21.74%

Shares135.0K

Event2026-03-31

Filed2026-05-07

IAGG

ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF

696.15%

Shares50.0K

Event2026-03-31

Filed2026-05-07

COIN

COINBASE GLOBAL INC COM CL A

23.93%

Shares14.3K

Event2026-03-31

Filed2026-05-07

NVS

NOVARTIS AG ADR

29.64%

Shares16.4K

Event2026-03-31

Filed2026-05-07

MCK

MCKESSON CORP

2.97%

Shares2.9K

Event2026-03-31

Filed2026-05-07

PWV

INVESCO LARGE CAP VALUE ETF

-0.92%

Shares35.6K

Event2026-03-31

Filed2026-05-07

VRTX

VERTEX PHARMACEUTICALS IN

6.42%

Shares5.5K

Event2026-03-31

Filed2026-05-07

AIPO

DEFIANCE AI & POWER INFRASTRUCTURE ETF

4.64%

Shares97.6K

Event2026-03-31

Filed2026-05-07

IWB

ISHARES TR RUSSELL 1000 INDEX ETF

4.86%

Shares6.8K

Event2026-03-31

Filed2026-05-07

XLI

INDUSTRIAL SELECT SECTOR SPDR

20.01%

Shares15.0K

Event2026-03-31

Filed2026-05-07

VRT

VERTIV HOLDINGS CO COM CL A

18.06%

Shares9.6K

Event2026-03-31

Filed2026-05-07

NOC

NORTHROP GRUMMAN CORP COM

4.40%

Shares3.4K

Event2026-03-31

Filed2026-05-07

CHUBB LTD SWITZ COM

5.07%

Shares7.1K

Event2026-03-31

Filed2026-05-07

HIG

HARTFORD FINL SVCS GROUP INC

4.19%

Shares17.2K

Event2026-03-31

Filed2026-05-07

IBIT

ISHARES BITCOIN TRUST ETF

21.19%

Shares59.7K

Event2026-03-31

Filed2026-05-07

IWN

ISHARES RUSSELL 2000 VALUE

2.15%

Shares12.1K

Event2026-03-31

Filed2026-05-07

GWW

WW GRAINGER INC COM

-1.24%

Shares2.1K

Event2026-03-31

Filed2026-05-07

MTUM

ISHARES MSCI USA MOMENTUM FACTOR ETF

-6.82%

Shares9.3K

Event2026-03-31

Filed2026-05-07

IJT

ISHARES S&P SMALLCAP 600 GROWTH ETF

-0.35%

Shares15.5K

Event2026-03-31

Filed2026-05-07

TCAI

TORTOISE AI INFRASTRUCTURE ETF

5.87%

Shares64.5K

Event2026-03-31

Filed2026-05-07

BIV

VANGUARD INTERMEDIATE-TERM BOND

22.68%

Shares28.9K

Event2026-03-31

Filed2026-05-07

VBK

VANGUARD SMALL-CAP GROWTH ETF

6.55%

Shares7.4K

Event2026-03-31

Filed2026-05-07

IWR

ISHARES TR RUSSELL MIDCAP INDEX FD

-2.45%

Shares22.6K

Event2026-03-31

Filed2026-05-07

BOEING CO COM

5.10%

Shares11.1K

Event2026-03-31

Filed2026-05-07

SPOT

SPOTIFY TECHNOLOGY S A SHS

33.16%

Shares4.5K

Event2026-03-31

Filed2026-05-07

MEDTRONIC PLC SHS

2.74%

Shares24.9K

Event2026-03-31

Filed2026-05-07

LNG

CHENIERE ENERGY INC

1.62%

Shares7.5K

Event2026-03-31

Filed2026-05-07

DEERE & CO COM

14.82%

Shares3.8K

Event2026-03-31

Filed2026-05-07

NOW

SERVICE NOW INC

-18.47%

Shares20.3K

Event2026-03-31

Filed2026-05-07

LOW

LOWES COS INC COM

9.15%

Shares9.0K

Event2026-03-31

Filed2026-05-07

CENCORA INC COM

4.37%

Shares6.7K

Event2026-03-31

Filed2026-05-07

TRV

TRAVELERS COMPANIES INC COM

1.86%

Shares7.2K

Event2026-03-31

Filed2026-05-07

CIBR

FIRST TRUST NASDAQ CYBERSECURITY ETF

3.92%

Shares33.3K

Event2026-03-31

Filed2026-05-07

UPS

UNITED PARCEL SERVICE INC

3.82%

Shares21.2K

Event2026-03-31

Filed2026-05-07

POWERSHARES SP500 LOW VOLATILITY ETF

-0.78%

Shares28.5K

Event2026-03-31

Filed2026-05-07

DFEM

DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF

0.38%

Shares60.0K

Event2026-03-31

Filed2026-05-07

XLF

FINANCIAL SELECT SECTOR SPDR

4.64%

Shares41.6K

Event2026-03-31

Filed2026-05-07

NVO

NOVO-NORDISK A/S ADR ADR CMN

27.76%

Shares55.9K

Event2026-03-31

Filed2026-05-07

CDNS

CADENCE DESIGN SYSTEM INC COM

-1.49%

Shares7.3K

Event2026-03-31

Filed2026-05-07

CBRE

CBRE GROUP INC A

221.92%

Shares15.1K

Event2026-03-31

Filed2026-05-07

CIEN

CIENA CORP

2.66%

Shares5.2K

Event2026-03-31

Filed2026-05-07

HEQT

SIMPLIFY HEDGED EQUITY ETF

-27.09%

Shares64.5K

Event2026-03-31

Filed2026-05-07

PSX

PHILLIPS 66

4.55%

Shares11.0K

Event2026-03-31

Filed2026-05-07

MPC

MARATHON PETE CORP

-3.15%

Shares8.2K

Event2026-03-31

Filed2026-05-07

BANK NEW YORK MELLON CORP COM

12.47%

Shares16.6K

Event2026-03-31

Filed2026-05-07

ESGV

VANGUARD ESG U.S. STOCK ETF

-49.53%

Shares17.4K

Event2026-03-31

Filed2026-05-07

PGR

PROGRESSIVE CORP COM

10.12%

Shares9.7K

Event2026-03-31

Filed2026-05-07

SHEL

ROYAL DUTCH SHELL PLC-ADR

31.47%

Shares20.6K

Event2026-03-31

Filed2026-05-07

MMM

3M CO COM

1.61%

Shares13.2K

Event2026-03-31

Filed2026-05-07

APD

AIR PRODUCTS AND CHEMICALS INC COM

7.89%

Shares6.6K

Event2026-03-31

Filed2026-05-07

QCOM

QUALCOMM INC COM

-12.24%

Shares14.8K

Event2026-03-31

Filed2026-05-07

STWD

STARWOOD PROPERTY TRUST

-0.29%

Shares110.7K

Event2026-03-31

Filed2026-05-07

BIL

SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF

79.34%

Shares20.7K

Event2026-03-31

Filed2026-05-07

PNQI

INVESCO NASDAQ INTERNET ETF

-0.44%

Shares42.3K

Event2026-03-31

Filed2026-05-07

EEMV

ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF

-33.23%

Shares29.2K

Event2026-03-31

Filed2026-05-07

AMP

AMERIPRISE FINL INC COM

-0.05%

Shares4.2K

Event2026-03-31

Filed2026-05-07

MCO

MOODYS CORP

-1.98%

Shares4.3K

Event2026-03-31

Filed2026-05-07

EMXC

ISHARES MSCI EMERGING MARKETS EX CHINA ETF

-4.76%

Shares23.8K

Event2026-03-31

Filed2026-05-07

RCUS

ARCUS BIOSCIENCES INC COM

0.00%

Shares86.6K

Event2026-03-31

Filed2026-05-07

SYF

SYNCHRONY FINANCIAL COM

3.04%

Shares27.4K

Event2026-03-31

Filed2026-05-07

THRO

ISHARES U.S. THEMATIC ROTATION ACTIVE ETF

1.79%

Shares50.7K

Event2026-03-31

Filed2026-05-07

LHX

L3HARRIS TECHNOLOGIES INC COM

47.57%

Shares5.3K

Event2026-03-31

Filed2026-05-07

BMY

BRISTOL-MYERS SQUIBB CO COM

6.62%

Shares30.1K

Event2026-03-31

Filed2026-05-07

EPD

ENTERPRISE PRODS PARTNERS L P

0.74%

Shares47.9K

Event2026-03-31

Filed2026-05-07

AVLV

AVANTIS U.S. LARGE CAP VALUE ETF

-1.74%

Shares22.4K

Event2026-03-31

Filed2026-05-07

ALL

ALLSTATE CORP

11.94%

Shares8.6K

Event2026-03-31

Filed2026-05-07

GBDC

GOLUB CAP BDC INC COM

-35.21%

Shares141.1K

Event2026-03-31

Filed2026-05-07

SCHV

SCHWAB U.S. LARGE-CAP VALUE ETF

-0.03%

Shares58.5K

Event2026-03-31

Filed2026-05-07

GOVT

ISHARES U.S. TREASURY BOND ETF

-16.12%

Shares77.9K

Event2026-03-31

Filed2026-05-07

XLU

STATE STREET UTILITIES SELECT SECTOR SPDR ETF

8.01%

Shares38.8K

Event2026-03-31

Filed2026-05-07

GENERAL DYNAMICS CORP COM

2.05%

Shares5.1K

Event2026-03-31

Filed2026-05-07

RBLX

ROBLOX CORP CL A

9.45%

Shares31.2K

Event2026-03-31

Filed2026-05-07

IUSB

ISHARES CORE TOTAL USD BOND MARKET ETF

-31.89%

Shares38.2K

Event2026-03-31

Filed2026-05-07

VFH

VANGUARD FINANCIALS ETF

8.06%

Shares14.6K

Event2026-03-31

Filed2026-05-07

EWJ

ISHARES MSCI JAPAN ETF

49.60%

Shares20.7K

Event2026-03-31

Filed2026-05-07

VHT

VANGUARD HEALTH CARE ETF

-16.09%

Shares6.4K

Event2026-03-31

Filed2026-05-07

ASTRAZENECA PLC- SPONS ADR

-43.11%

Shares8.7K

Event2026-03-31

Filed2026-05-07

DFUS

DIMENSIONAL U.S. EQUITY MARKET ETF

0.00%

Shares24.1K

Event2026-03-31

Filed2026-05-07

SEAGATE TECHNOLOGY

11.10%

Shares4.4K

Event2026-03-31

Filed2026-05-07

WDC

WESTERN DIGITAL CORP COM

8.79%

Shares6.3K

Event2026-03-31

Filed2026-05-07

CANADIAN PAC RAILWAYLTD

5.04%

Shares21.6K

Event2026-03-31

Filed2026-05-07

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

-0.20%

Shares43.6K

Event2026-03-31

Filed2026-05-07

CONSOLIDATED EDISON INC COM

7.71%

Shares14.9K

Event2026-03-31

Filed2026-05-07

VNLA

JANUS HENDERSON SHORT DURATION INCOME ETF

166.62%

Shares33.5K

Event2026-03-31

Filed2026-05-07

BXMT

BLACKSTONE MORTGAGE TRUST INC COM CL A

-10.91%

Shares85.1K

Event2026-03-31

Filed2026-05-07

SLV

ISHARES SILVER TRUST ETF

136.52%

Shares23.9K

Event2026-03-31

Filed2026-05-07

DUKE ENERGY CORP NEW COM NEW

11.21%

Shares12.4K

Event2026-03-31

Filed2026-05-07

KKR & CO LP

-4.67%

Shares17.4K

Event2026-03-31

Filed2026-05-07

NKE

NIKE INC CLASS B

-22.66%

Shares30.3K

Event2026-03-31

Filed2026-05-07

CME

CHICAGO MERCANTILE HLDGS INC

-1.74%

Shares5.4K

Event2026-03-31

Filed2026-05-07

ESGE

ISHARES ESG AWARE MSCI EM ETF

43.27%

Shares34.6K

Event2026-03-31

Filed2026-05-07

TFC

TRUIST FINL CORP COM

2.78%

Shares34.2K

Event2026-03-31

Filed2026-05-07

UNP

UNION PAC CORP COM

6.06%

Shares6.4K

Event2026-03-31

Filed2026-05-07

VGK

VANGUARD EUROPEAN

7.31%

Shares19.0K

Event2026-03-31

Filed2026-05-07

PWB

INVESCO LARGE CAP GROWTH ETF

0.00%

Shares12.3K

Event2026-03-31

Filed2026-05-07

ESGD

ISHARES ESG AWARE MSCI EAFE ETF

-3.92%

Shares16.2K

Event2026-03-31

Filed2026-05-07

OMDA

OMADA HEALTH INC COM

0.00%

Shares123.4K

Event2026-03-31

Filed2026-05-07

CMCSA

COMCAST CORP NEW CL A

20.34%

Shares53.6K

Event2026-03-31

Filed2026-05-07

VOX

VANGUARD TELECOMMUNICATIONS SERVICES ETF

5.93%

Shares8.5K

Event2026-03-31

Filed2026-05-07

BNDX

VANGUARD TOTAL INTERNATIONAL BOND ETF

-2.57%

Shares31.5K

Event2026-03-31

Filed2026-05-07

FPE

FIRST TRUST PREFERRED SECURITIES & INCOME ETF

-1.43%

Shares84.7K

Event2026-03-31

Filed2026-05-07

IDXX

IDEXX LABS INC

-1.22%

Shares2.7K

Event2026-03-31

Filed2026-05-07

DRAFTKINGS INC NEW COM CL A

-0.75%

Shares69.2K

Event2026-03-31

Filed2026-05-07

ADP

AUTOMATIC DATA PROCESSING INC COM

-19.13%

Shares7.3K

Event2026-03-31

Filed2026-05-07

KROGER CO COM

-0.82%

Shares20.4K

Event2026-03-31

Filed2026-05-07

CMF

ISHARES TR S&P CALIF MUN BD FD

-0.90%

Shares25.7K

Event2026-03-31

Filed2026-05-07

GRID

FIRST TR NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FD COM SHS

7.94%

Shares8.9K

Event2026-03-31

Filed2026-05-07

HDV

ISHARES TR HIGH DIVID EQUITY FD

0.00%

Shares10.7K

Event2026-03-31

Filed2026-05-07

BABA

ALIBABA GROUP HLDG LTD SPONSORED ADS

14.91%

Shares11.6K

Event2026-03-31

Filed2026-05-07

SCZ

ISHARES MSCI EAFE SMALL CAP ETF

74.77%

Shares18.4K

Event2026-03-31

Filed2026-05-07

SOUTHERN CO COM

11.05%

Shares15.0K

Event2026-03-31

Filed2026-05-07

FAST

FASTENAL CO

10.29%

Shares30.9K

Event2026-03-31

Filed2026-05-07

ALPS TRUST ETF ALERIAN MLP

9.61%

Shares27.1K

Event2026-03-31

Filed2026-05-07

ROST

ROSS STORES INC

4.09%

Shares6.6K

Event2026-03-31

Filed2026-05-07

WELL

WELLTOWER INC COM

0.70%

Shares7.2K

Event2026-03-31

Filed2026-05-07

PLD

PROLOGIS SHARE BENEFICIAL INT

4.93%

Shares10.7K

Event2026-03-31

Filed2026-05-07

IUSG

ISHARES CORE S&P U.S. GROWTH ETF

0.66%

Shares9.1K

Event2026-03-31

Filed2026-05-07

BP PLC SPONSORED ADR

8.62%

Shares29.7K

Event2026-03-31

Filed2026-05-07

VCR

VANGUARD CONSUMER DISCRETIONARY

10.47%

Shares3.9K

Event2026-03-31

Filed2026-05-07

VOE

VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF

3.15%

Shares7.5K

Event2026-03-31

Filed2026-05-07

SUB

ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD

-7.95%

Shares12.9K

Event2026-03-31

Filed2026-05-07

FTA

FIRST TR LARGE CAP VALUE OPPORTUNITIES ALPHADEX FD COM SHS

558.07%

Shares14.9K

Event2026-03-31

Filed2026-05-07

GENERAL MOTORS CORP

-1.18%

Shares18.4K

Event2026-03-31

Filed2026-05-07

HUBS

HUBSPOT INC COM

5.07%

Shares5.6K

Event2026-03-31

Filed2026-05-07

JCI

JOHNSON CTLS INC

7.17%

Shares10.3K

Event2026-03-31

Filed2026-05-07

SEIC

SEI INVESTMENTS CO

-17.63%

Shares17.2K

Event2026-03-31

Filed2026-05-07

HCA

HCA INC

6.65%

Shares2.8K

Event2026-03-31

Filed2026-05-07

MGK

VANGUARD MEGA CAP GROWTH ETF

-3.89%

Shares3.6K

Event2026-03-31

Filed2026-05-07

LYV

LIVE NATION, INC.

25.29%

Shares8.7K

Event2026-03-31

Filed2026-05-07

TRANE TECHNOLOGIES PLC SHS

0.41%

Shares3.2K

Event2026-03-31

Filed2026-05-07

STXE

STRIVE EMERGING MARKETS EX-CHINA ETF

-0.44%

Shares33.9K

Event2026-03-31

Filed2026-05-07

UNITY SOFTWARE INC COM

21.53%

Shares60.2K

Event2026-03-31

Filed2026-05-07

ELECTRONICS ARTS

10.52%

Shares6.5K

Event2026-03-31

Filed2026-05-07

WDAY

WORKDAY INC COM

-9.85%

Shares10.0K

Event2026-03-31

Filed2026-05-07

VIS

VANGUARD INDUSTRIALS ETF

-10.84%

Shares4.2K

Event2026-03-31

Filed2026-05-07

EQT CORP COM

4.67%

Shares20.0K

Event2026-03-31

Filed2026-05-07

MAR

MARRIOTT INTL INC

4.31%

Shares3.9K

Event2026-03-31

Filed2026-05-07

KOOKMIN BK NEW SPONSORED ADR

14.98%

Shares12.7K

Event2026-03-31

Filed2026-05-07

DLN

WISDOMTREE LARGE CAP DIVIDEND

-7.24%

Shares14.2K

Event2026-03-31

Filed2026-05-07

UNILEVER PLC SPON ADR NEW

-1.92%

Shares22.2K

Event2026-03-31

Filed2026-05-07

ATO

ATMOS ENERGY CORP

-8.08%

Shares6.8K

Event2026-03-31

Filed2026-05-07

PAYO

PAYONEER GLOBAL INC COM

2.95%

Shares258.9K

Event2026-03-31

Filed2026-05-07

AEP

AMERICAN ELEC PWR CO INC COM

2.44%

Shares9.5K

Event2026-03-31

Filed2026-05-07

FSLR

FIRST SOLAR INC

-5.51%

Shares6.3K

Event2026-03-31

Filed2026-05-07

BOND

PIMCO ACTIVE BOND EXCHANGE-TRADED FUND

-10.97%

Shares13.3K

Event2026-03-31

Filed2026-05-07

DWX

STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF

-11.39%

Shares26.9K

Event2026-03-31

Filed2026-05-07

NSC

NORFOLK SOUTHERN CRP

1.88%

Shares4.3K

Event2026-03-31

Filed2026-05-07

CTAS

CINTAS CORP

9.46%

Shares7.3K

Event2026-03-31

Filed2026-05-07

RDY

DR REDDYS LABS LTD ADR

33.92%

Shares88.2K

Event2026-03-31

Filed2026-05-07

TE CONNECTIVITY LTD

-1.93%

Shares5.8K

Event2026-03-31

Filed2026-05-07

SAP

SAP AKTIENGESELLSCHAFT ADR

21.49%

Shares7.1K

Event2026-03-31

Filed2026-05-07

LABORATORY CORP OF AMERICA

11.63%

Shares4.5K

Event2026-03-31

Filed2026-05-07

SPSB

SPDR BARCLAYS CAPITAL SHORT TERM CORP BD

1.60%

Shares40.3K

Event2026-03-31

Filed2026-05-07

SLB

SLB LIMITED COM STK

14.39%

Shares23.5K

Event2026-03-31

Filed2026-05-07

VDC

VANGUARD CONSUMER STAPLES ETF

7.35%

Shares5.3K

Event2026-03-31

Filed2026-05-07

ORLY

O REILLY AUTOMOTIVE INC

12.20%

Shares12.9K

Event2026-03-31

Filed2026-05-07

CHT

CHUNGHWA TELECOM LTD ADR

19.38%

Shares28.2K

Event2026-03-31

Filed2026-05-07

BILS

STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF

-3.48%

Shares11.9K

Event2026-03-31

Filed2026-05-07

BHP

BHP BILLITON LIMITED SPONSORED ADS

35.24%

Shares16.3K

Event2026-03-31

Filed2026-05-07

ROYAL BANK OF CANADA

4.12%

Shares7.3K

Event2026-03-31

Filed2026-05-07

HSBC

HSBC HOLDINGS PLC SPONS ADR

3.75%

Shares14.2K

Event2026-03-31

Filed2026-05-07

ONEQ

FIDELITY COMWLTH TR

0.00%

Shares13.8K

Event2026-03-31

Filed2026-05-07

ENB

ENBRIDGE INC COM

11.69%

Shares21.4K

Event2026-03-31

Filed2026-05-07

MMC

MARSH & MCLENNAN COS INC COM

3.01%

Shares6.7K

Event2026-03-31

Filed2026-05-07

DDOG

DATADOG INC CL A COM

12.51%

Shares9.7K

Event2026-03-31

Filed2026-05-07

QQQM

INVESCO NASDAQ 100 ETF

286.40%

Shares4.8K

Event2026-03-31

Filed2026-05-07

QNITY ELECTRONICS INC COMMON STOCK

0.11%

Shares9.9K

Event2026-03-31

Filed2026-05-07

DELL

DELL TECHNOLOGIES INC CL C

8.80%

Shares7.0K

Event2026-03-31

Filed2026-05-07

SRE

SEMPRA ENERGY

7.50%

Shares11.8K

Event2026-03-31

Filed2026-05-07

SMFG

SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M2098

9.18%

Shares57.6K

Event2026-03-31

Filed2026-05-07

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

-11.76%

Shares16.2K

Event2026-03-31

Filed2026-05-07

NET

CLOUDFLARE INC CL A COM

7.95%

Shares5.5K

Event2026-03-31

Filed2026-05-07

VRSK

VERISK ANALYTICS INCCL A

233.41%

Shares6.0K

Event2026-03-31

Filed2026-05-07

AFL

AFLAC INC COM

1.25%

Shares10.3K

Event2026-03-31

Filed2026-05-07

UMC

UNITED MICROELECTRONICS CORPOR SPONSORED A

3.06%

Shares124.8K

Event2026-03-31

Filed2026-05-07

EXPD

EXPEDITORS INTL WASH INC

0.55%

Shares7.8K

Event2026-03-31

Filed2026-05-07

SSNC

SS&C TECH HLDGS COM

-21.33%

Shares16.6K

Event2026-03-31

Filed2026-05-07

GRMN

GARMIN LTD

4.90%

Shares4.8K

Event2026-03-31

Filed2026-05-07

TIPX

STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF

New

Shares58.1K

Event2026-03-31

Filed2026-05-07

MSI

MOTOROLA SOLUTIONS INC COM NEW

6.92%

Shares2.6K

Event2026-03-31

Filed2026-05-07

TRGP

TARGA RES CORP COM

-4.89%

Shares4.4K

Event2026-03-31

Filed2026-05-07

DFUV

DIMENSIONAL US MARKETWIDE VALUE ETF

0.00%

Shares22.9K

Event2026-03-31

Filed2026-05-07

CCJ

CAMECO CORP F

2.72%

Shares10.2K

Event2026-03-31

Filed2026-05-07

ICE

INTERCONTINENTAL EXCHANGE INC COM

3.47%

Shares7.0K

Event2026-03-31

Filed2026-05-07

WOORI FINANCE HOLDINGS CO LTD-ADR

17.22%

Shares16.6K

Event2026-03-31

Filed2026-05-07

EFG

ISHARES MSCI EAFE GROWTH ETF

22.91%

Shares9.9K

Event2026-03-31

Filed2026-05-07

SCHA

SCHWAB ETFS- US SMALL-CAP ETF

0.52%

Shares37.9K

Event2026-03-31

Filed2026-05-07

FBTC

FIDELITY WISE ORIGIN BITCOIN FUND

45.08%

Shares18.6K

Event2026-03-31

Filed2026-05-07

NEM

NEWMONT CORP COM

9.57%

Shares10.1K

Event2026-03-31

Filed2026-05-07

JBL

JABIL CIRCUIT INC

3.17%

Shares4.1K

Event2026-03-31

Filed2026-05-07

KMI

KINDER MORGAN INC

10.34%

Shares32.3K

Event2026-03-31

Filed2026-05-07

URI

UNITED RENTALS INC

0.81%

Shares1.5K

Event2026-03-31

Filed2026-05-07

EUSA

ISHARES MSCI USA EQUAL WEIGHTED ETF

0.06%

Shares10.6K

Event2026-03-31

Filed2026-05-07

DUPONT DE NEMOURS INC COM

0.67%

Shares23.6K

Event2026-03-31

Filed2026-05-07

KEYS

KEYSIGHT TECHNOLOGIES INC COM

12.49%

Shares3.8K

Event2026-03-31

Filed2026-05-07

IDEV

ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF

17.63%

Shares12.9K

Event2026-03-31

Filed2026-05-07

MUFG

MITSUBISHI UFJ FINL GROUP INC SPONSORED

34.08%

Shares63.2K

Event2026-03-31

Filed2026-05-07

ARES

ARES MGMT L P

-7.24%

Shares9.8K

Event2026-03-31

Filed2026-05-07

MET

METLIFE INC COM

-1.62%

Shares15.1K

Event2026-03-31

Filed2026-05-07

EQIX

EQUINIX INC COM

31.80%

Shares1.1K

Event2026-03-31

Filed2026-05-07

USB

US BANCORP COM NEW

5.38%

Shares20.5K

Event2026-03-31

Filed2026-05-07

HLT

HILTON WORLDWIDE HLDGS INC COM

11.42%

Shares3.5K

Event2026-03-31

Filed2026-05-07

IXUS

ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

2.26%

Shares12.3K

Event2026-03-31

Filed2026-05-07

APP

APPLOVIN CORP COM CL A

-0.97%

Shares2.7K

Event2026-03-31

Filed2026-05-07

GLDM

SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST

-1.56%

Shares11.3K

Event2026-03-31

Filed2026-05-07

QLTY

GMO US QUALITY ETF

7.63%

Shares28.8K

Event2026-03-31

Filed2026-05-07

AVUV

AVANTIS U.S. SMALL CAP VALUE ETF

104.34%

Shares9.4K

Event2026-03-31

Filed2026-05-07

STZ

CONSTELLATION BRANDS INC CL A

-1.50%

Shares6.9K

Event2026-03-31

Filed2026-05-07

ACWX

ISHARES MSCI ACWI EX U.S. ETF

8.51%

Shares15.1K

Event2026-03-31

Filed2026-05-07

WMB

WILLIAMS COS INC COM

11.15%

Shares14.1K

Event2026-03-31

Filed2026-05-07

XLV

HEALTH CARE SELECT SECTOR SPDR

39.83%

Shares6.9K

Event2026-03-31

Filed2026-05-07

EVRG

EVERGY INC COM

17.85%

Shares12.4K

Event2026-03-31

Filed2026-05-07

SHG

SHINHAN FINL GROUP ADR F SPONSORED ADR

14.87%

Shares16.6K

Event2026-03-31

Filed2026-05-07

SPG

SIMON PROPERTY GROUP INC

8.82%

Shares5.4K

Event2026-03-31

Filed2026-05-07

TOYOTA MOTOR CORP ADS

18.49%

Shares4.9K

Event2026-03-31

Filed2026-05-07

IWO

ISHARES RUSSELL 2000 GROWTH ETF

6.69%

Shares3.2K

Event2026-03-31

Filed2026-05-07

VTWO

VANGUARD RUSSELL2000 INDEX FD ETF

40.54%

Shares10.0K

Event2026-03-31

Filed2026-05-07

SDY

SPDR SER TR S&P DIVID ETF

165.33%

Shares6.9K

Event2026-03-31

Filed2026-05-07

SAN

BANCO SANTANDER CENT HISP

2.81%

Shares88.7K

Event2026-03-31

Filed2026-05-07

DVN

DEVON ENERGY CORP

21.30%

Shares19.8K

Event2026-03-31

Filed2026-05-07

TDG

TRANSDIGM GROUP INC COM DELAWARE

-6.77%

Shares854

Event2026-03-31

Filed2026-05-07

VONG

VANGUARD RUSSELL 1000 GROWTH ETF

20.56%

Shares8.9K

Event2026-03-31

Filed2026-05-07

ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP

-3.62%

Shares50.6K

Event2026-03-31

Filed2026-05-07

FTCS

FIRST TRUST CAPITAL STRENGTH ETF

3375.67%

Shares10.4K

Event2026-03-31

Filed2026-05-07

ARCC

ARES CAPITAL CORP COM

-10.28%

Shares53.4K

Event2026-03-31

Filed2026-05-07

DYNATRACE INC COM NEW

10.05%

Shares26.0K

Event2026-03-31

Filed2026-05-07

NXT

NEXTPOWER INC CLASS A COM

7.35%

Shares7.9K

Event2026-03-31

Filed2026-05-07

DFCA

DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF

103.19%

Shares19.2K

Event2026-03-31

Filed2026-05-07

DASH

DOORDASH INC CL A

-8.53%

Shares6.3K

Event2026-03-31

Filed2026-05-07

CIGNA CORP

26.08%

Shares3.6K

Event2026-03-31

Filed2026-05-07

IJK

ISHARES S&P MIDCAP 400 GROWTH INDEX

0.00%

Shares9.5K

Event2026-03-31

Filed2026-05-07

CEG

CONSTELLATION ENERGY CORP COM

-37.00%

Shares3.4K

Event2026-03-31

Filed2026-05-07

FEOE

FIRST EAGLE OVERSEAS EQUITY ETF

83.59%

Shares18.8K

Event2026-03-31

Filed2026-05-07

NOBL

PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF

16.33%

Shares9.0K

Event2026-03-31

Filed2026-05-07

TGT

TARGET CORP COM

7.02%

Shares7.8K

Event2026-03-31

Filed2026-05-07

CSX

CSX CORP

6.25%

Shares23.1K

Event2026-03-31

Filed2026-05-07

LOEWS CORP COM

-0.45%

Shares8.9K

Event2026-03-31

Filed2026-05-07

IBHG

ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF

32.79%

Shares42.7K

Event2026-03-31

Filed2026-05-07

JPIE

JPMORGAN INCOME ETF

-10.53%

Shares20.5K

Event2026-03-31

Filed2026-05-07

AKRE FOCUS ETF

0.00%

Shares17.8K

Event2026-03-31

Filed2026-05-07

DFIV

DIMENSIONAL INTERNATIONAL VALUE ETF

-11.56%

Shares17.8K

Event2026-03-31

Filed2026-05-07

SIZE

ISHARES MSCI USA SIZE FACTOR ETF

-3.61%

Shares5.9K

Event2026-03-31

Filed2026-05-07

ADSK

AUTODESK INC

12.65%

Shares3.9K

Event2026-03-31

Filed2026-05-07

RSG

REPUBLIC SERVICES INC

6.11%

Shares4.2K

Event2026-03-31

Filed2026-05-07

Call Option Holdings

NVIDIA CORPORATION CLL OPT 06/27 105.0 CAL Call CallNVIDIA CORPORATION CLL OPT 06/27 105.0 CAL300 shares0.00%2026-03-312026-05-07

PALO ALTO NETWORKS INC CLL OPT 01/28 160.0 CAL Call CallPALO ALTO NETWORKS INC CLL OPT 01/28 160.0 CAL300 sharesnew addition2026-03-312026-05-07

NVIDIA CORPORATION CLL OPT 06/27 100.0 CAL Call CallNVIDIA CORPORATION CLL OPT 06/27 100.0 CAL100 shares0.00%2026-03-312026-05-07

MARVELL TECHNOLOGY INC CLL OPT 01/28 95.0 CAL Call CallMARVELL TECHNOLOGY INC CLL OPT 01/28 95.0 CAL300 sharesnew addition2026-03-312026-05-07

DIREXION SHARES ETF TRUS CLL OPT 04/26 50.0 CAL Call CallDIREXION SHARES ETF TRUS CLL OPT 04/26 50.0 CAL500 sharesnew addition2026-03-312026-05-07

ASTERA LABS INC CLL OPT 01/28 120.0 CAL Call CallASTERA LABS INC CLL OPT 01/28 120.0 CAL200 sharesnew addition2026-03-312026-05-07

ASTERA LABS INC CLL OPT 01/28 175.0 CAL Call CallASTERA LABS INC CLL OPT 01/28 175.0 CAL200 shares0.00%2026-03-312026-05-07

ARES MANAGEMENT CORPORAT CLL OPT 06/26 145.0 CAL Call CallARES MANAGEMENT CORPORAT CLL OPT 06/26 145.0 CAL100 sharesnew addition2026-03-312026-05-07

PALO ALTO NETWORKS INC CLL OPT 12/27 155.0 CAL Call CallPALO ALTO NETWORKS INC CLL OPT 12/27 155.0 CAL100 shares0.00%2026-03-312026-05-07

PALO ALTO NETWORKS INC CLL OPT 12/27 160.0 CAL Call CallPALO ALTO NETWORKS INC CLL OPT 12/27 160.0 CAL100 shares0.00%2026-03-312026-05-07

ASTERA LABS INC CLL OPT 01/27 57.5 CAL Call CallASTERA LABS INC CLL OPT 01/27 57.5 CAL100 shares0.00%2026-03-312026-05-07

ASTERA LABS INC CLL OPT 01/27 62.5 CAL Call CallASTERA LABS INC CLL OPT 01/27 62.5 CAL100 shares0.00%2026-03-312026-05-07

CROWDSTRIKE HLDGS INC CLL OPT 06/28 420.0 CAL Call CallCROWDSTRIKE HLDGS INC CLL OPT 06/28 420.0 CAL100 sharesnew addition2026-03-312026-05-07

ISHARES GOLD TR CLL OPT 01/28 95.0 CAL Call CallISHARES GOLD TR CLL OPT 01/28 95.0 CAL100 sharesnew addition2026-03-312026-05-07

CREDO TECHNOLOGY GROUP H CLL OPT 06/26 135.0 CAL Call CallCREDO TECHNOLOGY GROUP H CLL OPT 06/26 135.0 CAL100 sharesnew addition2026-03-312026-05-07

NVIDIA CORPORATION CLL OPT 06/27 105.0 CAL Call

NVIDIA CORPORATION CLL OPT 06/27 105.0 CAL

0.00%

Shares300

Event2026-03-31

Filed2026-05-07

PALO ALTO NETWORKS INC CLL OPT 01/28 160.0 CAL Call

PALO ALTO NETWORKS INC CLL OPT 01/28 160.0 CAL

New

Shares300

Event2026-03-31

Filed2026-05-07

NVIDIA CORPORATION CLL OPT 06/27 100.0 CAL Call

NVIDIA CORPORATION CLL OPT 06/27 100.0 CAL

0.00%

Shares100

Event2026-03-31

Filed2026-05-07

MARVELL TECHNOLOGY INC CLL OPT 01/28 95.0 CAL Call

MARVELL TECHNOLOGY INC CLL OPT 01/28 95.0 CAL

New

Shares300

Event2026-03-31

Filed2026-05-07

DIREXION SHARES ETF TRUS CLL OPT 04/26 50.0 CAL Call

DIREXION SHARES ETF TRUS CLL OPT 04/26 50.0 CAL

New

Shares500

Event2026-03-31

Filed2026-05-07

ASTERA LABS INC CLL OPT 01/28 120.0 CAL Call

ASTERA LABS INC CLL OPT 01/28 120.0 CAL

New

Shares200

Event2026-03-31

Filed2026-05-07

ASTERA LABS INC CLL OPT 01/28 175.0 CAL Call

ASTERA LABS INC CLL OPT 01/28 175.0 CAL

0.00%

Shares200

Event2026-03-31

Filed2026-05-07

ARES MANAGEMENT CORPORAT CLL OPT 06/26 145.0 CAL Call

ARES MANAGEMENT CORPORAT CLL OPT 06/26 145.0 CAL

New

Shares100

Event2026-03-31

Filed2026-05-07

PALO ALTO NETWORKS INC CLL OPT 12/27 155.0 CAL Call

PALO ALTO NETWORKS INC CLL OPT 12/27 155.0 CAL

0.00%

Shares100

Event2026-03-31

Filed2026-05-07

PALO ALTO NETWORKS INC CLL OPT 12/27 160.0 CAL Call

PALO ALTO NETWORKS INC CLL OPT 12/27 160.0 CAL

0.00%

Shares100

Event2026-03-31

Filed2026-05-07

ASTERA LABS INC CLL OPT 01/27 57.5 CAL Call

ASTERA LABS INC CLL OPT 01/27 57.5 CAL

0.00%

Shares100

Event2026-03-31

Filed2026-05-07

ASTERA LABS INC CLL OPT 01/27 62.5 CAL Call

ASTERA LABS INC CLL OPT 01/27 62.5 CAL

0.00%

Shares100

Event2026-03-31

Filed2026-05-07

CROWDSTRIKE HLDGS INC CLL OPT 06/28 420.0 CAL Call

CROWDSTRIKE HLDGS INC CLL OPT 06/28 420.0 CAL

New

Shares100

Event2026-03-31

Filed2026-05-07

ISHARES GOLD TR CLL OPT 01/28 95.0 CAL Call

ISHARES GOLD TR CLL OPT 01/28 95.0 CAL

New

Shares100

Event2026-03-31

Filed2026-05-07

CREDO TECHNOLOGY GROUP H CLL OPT 06/26 135.0 CAL Call

CREDO TECHNOLOGY GROUP H CLL OPT 06/26 135.0 CAL

New

Shares100

Event2026-03-31

Filed2026-05-07

Put Option Holdings

NVIDIA CORPORATION PUT OPT 09/26 145.0 PUT Put PutNVIDIA CORPORATION PUT OPT 09/26 145.0 PUT9.8K shares0.00%2026-03-312026-05-07

ROBINHOOD MKTS INC PUT OPT 03/27 95.0 PUT Put PutROBINHOOD MKTS INC PUT OPT 03/27 95.0 PUT20.7K shares0.00%2026-03-312026-05-07

ROBINHOOD MKTS INC PUT OPT 01/27 100.0 PUT Put PutROBINHOOD MKTS INC PUT OPT 01/27 100.0 PUT18.4K shares-11.11%2026-03-312026-05-07

ROBINHOOD MKTS INC PUT OPT 03/27 70.0 PUT Put PutROBINHOOD MKTS INC PUT OPT 03/27 70.0 PUT15.2K sharesnew addition2026-03-312026-05-07

MICROSOFT CORP PUT OPT 09/26 400.0 PUT Put PutMICROSOFT CORP PUT OPT 09/26 400.0 PUT2.1K shares0.00%2026-03-312026-05-07

APPLIED MATLS INC PUT OPT 09/26 180.0 PUT Put PutAPPLIED MATLS INC PUT OPT 09/26 180.0 PUT1.7K shares0.00%2026-03-312026-05-07

STATE STR SPDR S&P 500 E PUT OPT 12/26 641.0 PUT Put PutSTATE STR SPDR S&P 500 E PUT OPT 12/26 641.0 PUT800 sharesnew addition2026-03-312026-05-07

AMAZON COM INC PUT OPT 09/26 170.0 PUT Put PutAMAZON COM INC PUT OPT 09/26 170.0 PUT1.6K shares0.00%2026-03-312026-05-07

INVESCO QQQ TR PUT OPT 05/26 529.0 PUT Put PutINVESCO QQQ TR PUT OPT 05/26 529.0 PUT500 sharesnew addition2026-03-312026-05-07

META PLATFORMS INC PUT OPT 09/26 580.0 PUT Put PutMETA PLATFORMS INC PUT OPT 09/26 580.0 PUT500 shares0.00%2026-03-312026-05-07

STATE STR SPDR S&P 500 E PUT OPT 05/26 595.0 PUT Put PutSTATE STR SPDR S&P 500 E PUT OPT 05/26 595.0 PUT400 sharesnew addition2026-03-312026-05-07

APPLE INC PUT OPT 09/26 210.0 PUT Put PutAPPLE INC PUT OPT 09/26 210.0 PUT1.0K shares0.00%2026-03-312026-05-07

ALPHABET INC PUT OPT 09/26 205.0 PUT Put PutALPHABET INC PUT OPT 09/26 205.0 PUT700 shares0.00%2026-03-312026-05-07

STATE STR SPDR S&P 500 E PUT OPT 05/26 600.0 PUT Put PutSTATE STR SPDR S&P 500 E PUT OPT 05/26 600.0 PUT300 sharesnew addition2026-03-312026-05-07

INVESCO QQQ TR PUT OPT 05/26 535.0 PUT Put PutINVESCO QQQ TR PUT OPT 05/26 535.0 PUT300 sharesnew addition2026-03-312026-05-07

STATE STR SPDR S&P 500 E PUT OPT 05/26 580.0 PUT Put PutSTATE STR SPDR S&P 500 E PUT OPT 05/26 580.0 PUT100 sharesnew addition2026-03-312026-05-07

INVESCO QQQ TR PUT OPT 05/26 515.0 PUT Put PutINVESCO QQQ TR PUT OPT 05/26 515.0 PUT100 sharesnew addition2026-03-312026-05-07

NVIDIA CORPORATION PUT OPT 09/26 145.0 PUT Put

NVIDIA CORPORATION PUT OPT 09/26 145.0 PUT

0.00%

Shares9.8K

Event2026-03-31

Filed2026-05-07

ROBINHOOD MKTS INC PUT OPT 03/27 95.0 PUT Put

ROBINHOOD MKTS INC PUT OPT 03/27 95.0 PUT

0.00%

Shares20.7K

Event2026-03-31

Filed2026-05-07

ROBINHOOD MKTS INC PUT OPT 01/27 100.0 PUT Put

ROBINHOOD MKTS INC PUT OPT 01/27 100.0 PUT

-11.11%

Shares18.4K

Event2026-03-31

Filed2026-05-07

ROBINHOOD MKTS INC PUT OPT 03/27 70.0 PUT Put

ROBINHOOD MKTS INC PUT OPT 03/27 70.0 PUT

New

Shares15.2K

Event2026-03-31

Filed2026-05-07

MICROSOFT CORP PUT OPT 09/26 400.0 PUT Put

MICROSOFT CORP PUT OPT 09/26 400.0 PUT

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-07

APPLIED MATLS INC PUT OPT 09/26 180.0 PUT Put

APPLIED MATLS INC PUT OPT 09/26 180.0 PUT

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-07

STATE STR SPDR S&P 500 E PUT OPT 12/26 641.0 PUT Put

STATE STR SPDR S&P 500 E PUT OPT 12/26 641.0 PUT

New

Shares800

Event2026-03-31

Filed2026-05-07

AMAZON COM INC PUT OPT 09/26 170.0 PUT Put

AMAZON COM INC PUT OPT 09/26 170.0 PUT

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-07

INVESCO QQQ TR PUT OPT 05/26 529.0 PUT Put

INVESCO QQQ TR PUT OPT 05/26 529.0 PUT

New

Shares500

Event2026-03-31

Filed2026-05-07

META PLATFORMS INC PUT OPT 09/26 580.0 PUT Put

META PLATFORMS INC PUT OPT 09/26 580.0 PUT

0.00%

Shares500

Event2026-03-31

Filed2026-05-07

STATE STR SPDR S&P 500 E PUT OPT 05/26 595.0 PUT Put

STATE STR SPDR S&P 500 E PUT OPT 05/26 595.0 PUT

New

Shares400

Event2026-03-31

Filed2026-05-07

APPLE INC PUT OPT 09/26 210.0 PUT Put

APPLE INC PUT OPT 09/26 210.0 PUT

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-07

ALPHABET INC PUT OPT 09/26 205.0 PUT Put

ALPHABET INC PUT OPT 09/26 205.0 PUT

0.00%

Shares700

Event2026-03-31

Filed2026-05-07

STATE STR SPDR S&P 500 E PUT OPT 05/26 600.0 PUT Put

STATE STR SPDR S&P 500 E PUT OPT 05/26 600.0 PUT

New

Shares300

Event2026-03-31

Filed2026-05-07

INVESCO QQQ TR PUT OPT 05/26 535.0 PUT Put

INVESCO QQQ TR PUT OPT 05/26 535.0 PUT

New

Shares300

Event2026-03-31

Filed2026-05-07

STATE STR SPDR S&P 500 E PUT OPT 05/26 580.0 PUT Put

STATE STR SPDR S&P 500 E PUT OPT 05/26 580.0 PUT

New

Shares100

Event2026-03-31

Filed2026-05-07

INVESCO QQQ TR PUT OPT 05/26 515.0 PUT Put

INVESCO QQQ TR PUT OPT 05/26 515.0 PUT

New

Shares100

Event2026-03-31

Filed2026-05-07