Sponsored

The Analysis of Parcion Private Wealth LLC's Holdings & P&L

Currently, Parcion Private Wealth LLC holds 434 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in IEFA (+747.8K shares, valued at $67.7M), XLRE (+1.1M shares, valued at $42.9M), IBTM (+893.9K shares, valued at $20.5M); decreased their positions in IVV (-891.6K shares, valued at $582.4M), VIGI (-1.2M shares, valued at $104.1M), BAI (-320.5K shares, valued at $10.6M); initiated new positions in XLRE (+1.1M shares, valued at $42.9M), IBTM (+893.9K shares, valued at $20.5M), FETH (+254.6K shares, valued at $5.3M).

1M P&L

+42.9M+2.69%

3M P&L

+96.1M+6.23%

HY P&L

+224.4M+15.86%

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/A763.8M

54.8%

2Semiconductors49.8M

3.6%

3Software - Infrastructure49.3M

3.5%

Top Industries by Stock Count

1N/A83 stocks

20.9%

2Software - Application14 stocks

3.5%

3Software - Infrastructure14 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IEFA ISHARES TR1.8M shares73.63%2026-03-312026-04-22

DFEM DIMENSIONAL ETF TRUST2.7M shares-2.58%2026-03-312026-04-22

GLDM WORLD GOLD TR625.6K shares-5.38%2026-03-312026-04-22

AIRR FIRST TR EXCHANGE TRADED FD516.2K shares-15.27%2026-03-312026-04-22

MUB ISHARES TR525.4K shares3.53%2026-03-312026-04-22

AVUV AMERICAN CENTY ETF TR460.6K shares15.08%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR83.4K shares-4.26%2026-03-312026-04-22

DBMF LITMAN GREGORY FDS TR1.5M shares-1.66%2026-03-312026-04-22

Sponsored

XLRE SELECT SECTOR SPDR TR1.1M sharesnew addition2026-03-312026-04-22

NVDA NVIDIA CORPORATION218.9K shares-7.20%2026-03-312026-04-22

AAPL APPLE INC150.0K shares-6.23%2026-03-312026-04-22

COIN COINBASE GLOBAL INC200.5K shares0.04%2026-03-312026-04-22

ISHARES GOLD TR ISHARES GOLD TR328.8K shares-1.62%2026-03-312026-04-22

MSFT MICROSOFT CORP76.5K shares3.27%2026-03-312026-04-22

ALPHABET INC ALPHABET INC93.1K shares-3.07%2026-03-312026-04-22

PCAR PACCAR INC228.4K shares-15.94%2026-03-312026-04-22

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T137.2K shares42.14%2026-03-312026-04-22

BAI BLACKROCK ETF TRUST714.2K shares-30.98%2026-03-312026-04-22

IBTM ISHARES TR893.9K sharesnew addition2026-03-312026-04-22

STIP ISHARES TR190.1K shares1.76%2026-03-312026-04-22

QLTA ISHARES TR410.8K shares3.09%2026-03-312026-04-22

BROADCOM INC BROADCOM INC57.8K shares-0.60%2026-03-312026-04-22

KLAC KLA CORP10.7K shares-3.82%2026-03-312026-04-22

AMZN AMAZON COM INC73.6K shares-5.25%2026-03-312026-04-22

Sponsored

WY WEYERHAEUSER CO568.7K shares0.25%2026-03-312026-04-22

CVX CHEVRON CORPORATION59.1K shares1.10%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO41.5K shares-1.35%2026-03-312026-04-22

AMGN AMGEN INC28.0K shares-1.67%2026-03-312026-04-22

EATON CORP PLC EATON CORP PLC26.4K shares-11.26%2026-03-312026-04-22

COWZ PACER FDS TR147.3K shares4.15%2026-03-312026-04-22

KO COCA COLA CO118.5K shares-1.68%2026-03-312026-04-22

FBTC FIDELITY WISE ORIGIN BITCOIN150.2K shares2.42%2026-03-312026-04-22

Sponsored

TJX TJX COS INC NEW55.2K shares-1.32%2026-03-312026-04-22

ORCL ORACLE CORP59.6K shares-1.20%2026-03-312026-04-22

EEM ISHARES TR149.1K shares-1.48%2026-03-312026-04-22

LINDE PLC LINDE PLC16.8K shares0.63%2026-03-312026-04-22

CMI CUMMINS INC15.0K shares-3.69%2026-03-312026-04-22

MPC MARATHON PETE CORP32.9K shares-3.31%2026-03-312026-04-22

BLACKROCK INC BLACKROCK INC8.3K shares0.46%2026-03-312026-04-22

GRMN GARMIN LTD34.3K shares-2.26%2026-03-312026-04-22

Sponsored

PG PROCTER & GAMBLE CO54.4K shares3.88%2026-03-312026-04-22

FBND FIDELITY MERRIMACK STR TR163.8K shares2.14%2026-03-312026-04-22

LPX LOUISIANA PAC CORP102.1K shares-0.03%2026-03-312026-04-22

RMD RESMED INC31.3K shares-2.60%2026-03-312026-04-22

ABT ABBOTT LABORATORIES67.4K shares-2.84%2026-03-312026-04-22

MCD MCDONALDS CORP21.9K shares-1.76%2026-03-312026-04-22

ALPHABET INC ALPHABET INC23.4K shares9.11%2026-03-312026-04-22

ALSN ALLISON TRANSMISSION HLDGS I56.4K shares-2.36%2026-03-312026-04-22

Sponsored

EQIX EQUINIX INC6.7K shares2.12%2026-03-312026-04-22

OSK OSHKOSH CORP44.3K shares-2.08%2026-03-312026-04-22

KR KROGER CO85.3K shares-2.67%2026-03-312026-04-22

NXST NEXSTAR MEDIA GROUP INC34.1K shares-2.51%2026-03-312026-04-22

QGRO AMERICAN CENTY ETF TR56.7K shares3.67%2026-03-312026-04-22

BROOKFIELD INFRASTRUCTURE CO BROOKFIELD INFRASTRUCTURE CO150.6K shares-1.10%2026-03-312026-04-22

CAT CATERPILLAR INC8.3K shares-57.91%2026-03-312026-04-22

PNC PNC FINL SVCS GROUP INC28.1K shares567.55%2026-03-312026-04-22

Sponsored

FCX FREEPORT MCMORAN INC97.3K shares0.60%2026-03-312026-04-22

CRH PLC CRH PLC53.7K shares-0.09%2026-03-312026-04-22

HD HOME DEPOT INC16.8K shares-1.20%2026-03-312026-04-22

FETH FIDELITY ETHEREUM FD254.6K sharesnew addition2026-03-312026-04-22

MPWR MONOLITHIC PWR SYS INC4.8K shares-0.54%2026-03-312026-04-22

MMC MARSH & MCLENNAN COS INC29.9K shares4.96%2026-03-312026-04-22

SPYM SPDR SERIES TRUST65.7K shares6.21%2026-03-312026-04-22

SRE SEMPRA48.2K shares-0.30%2026-03-312026-04-22

Sponsored

SSNC SS&C TECH HLDGS69.1K shares-2.00%2026-03-312026-04-22

DES WISDOMTREE TR128.5K shares0.00%2026-03-312026-04-22

WFC WELLS FARGO & CO57.8K shares0.15%2026-03-312026-04-22

COST COSTCO WHOLESALE CORPORATION4.6K shares-11.48%2026-03-312026-04-22

MET METLIFE INC63.4K sharesnew addition2026-03-312026-04-22

SPSB SPDR SERIES TRUST145.7K shares4.96%2026-03-312026-04-22

BAND BANDWIDTH INC244.5K shares3.23%2026-03-312026-04-22

BAC BANK AMERICA CORP84.6K shares0.29%2026-03-312026-04-22

Sponsored

GLD SPDR GOLD TR9.4K shares-0.17%2026-03-312026-04-22

DE DEERE & CO7.2K shares0.88%2026-03-312026-04-22

LFST LIFESTANCE HEALTH GROUP INC633.7K shares-69.76%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T6.0K shares-7.10%2026-03-312026-04-22

CTSH COGNIZANT TECHNOLOGY SOLUTIO62.2K shares0.61%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL7.7K shares-0.65%2026-03-312026-04-22

ROST ROSS STORES INC16.9K shares0.72%2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC30.1K shares-0.12%2026-03-312026-04-22

Sponsored

TSLA TESLA INC9.6K shares0.73%2026-03-312026-04-22

ABBV ABBVIE INC16.2K shares-2.59%2026-03-312026-04-22

ROP ROPER TECHNOLOGIES INC9.6K shares1101.75%2026-03-312026-04-22

META META PLATFORMS INC5.3K shares10.79%2026-03-312026-04-22

SHYG ISHARES TR70.6K shares1.64%2026-03-312026-04-22

INTC INTEL CORP67.6K shares-11.74%2026-03-312026-04-22

PLTR PALANTIR TECHNOLOGIES INC19.9K shares-5.40%2026-03-312026-04-22

UNP UNION PAC CORP11.8K shares0.38%2026-03-312026-04-22

Sponsored

DOW DOW HLDGS INC67.7K shares8.03%2026-03-312026-04-22

USB US BANCORP54.2K shares-6.00%2026-03-312026-04-22

SNX TD SYNNEX CORPORATION16.1K shares4.14%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON10.5K shares4.23%2026-03-312026-04-22

LMT LOCKHEED MARTIN CORP4.2K shares2.21%2026-03-312026-04-22

LLY ELI LILLY & CO2.8K shares14.52%2026-03-312026-04-22

FALN ISHARES TR93.2K shares4.28%2026-03-312026-04-22

CTVA CORTEVA INC29.7K shares0.59%2026-03-312026-04-22

Sponsored

IEMG ISHARES INC34.5K shares-0.40%2026-03-312026-04-22

PNW PINNACLE WEST CAP CORP23.7K shares0.61%2026-03-312026-04-22

BA BOEING CO12.0K shares13.70%2026-03-312026-04-22

WMB WILLIAMS COS INC32.6K shares0.45%2026-03-312026-04-22

PSX PHILLIPS 6612.8K shares-1.63%2026-03-312026-04-22

WMT WALMART INC18.4K shares31.02%2026-03-312026-04-22

GPZ VANECK ETF TRUST103.7K shares-14.85%2026-03-312026-04-22

NFLX NETFLIX INC.22.9K shares26.65%2026-03-312026-04-22

Sponsored

IBM INTERNATIONAL BUSINESS MACHS9.0K shares1.20%2026-03-312026-04-22

SDY SPDR SERIES TRUST14.0K shares0.19%2026-03-312026-04-22

JIRE J P MORGAN EXCHANGE TRADED F26.5K shares0.00%2026-03-312026-04-22

VANGUARD INDEX FDS VANGUARD INDEX FDS3.3K shares-82.48%2026-03-312026-04-22

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW14.8K shares0.37%2026-03-312026-04-22

VEA VANGUARD TAX-MANAGED FDS29.2K shares284.84%2026-03-312026-04-22

XOM EXXON MOBIL CORP11.0K shares2.34%2026-03-312026-04-22

IVV ISHARES TR2.8K shares-99.68%2026-03-312026-04-22

Sponsored

VRT VERTIV HOLDINGS CO7.2K shares9.82%2026-03-312026-04-22

COP CONOCOPHILLIPS13.6K shares0.01%2026-03-312026-04-22

QNITY ELECTRONICS INC QNITY ELECTRONICS INC15.4K shares3.64%2026-03-312026-04-22

BMY BRISTOL-MYERS SQUIBB CO29.2K shares8.63%2026-03-312026-04-22

MS MORGAN STANLEY10.7K shares0.59%2026-03-312026-04-22

BLACKSTONE INC BLACKSTONE INC15.2K shares38.72%2026-03-312026-04-22

SMDV PROSHARES TR24.9K shares0.00%2026-03-312026-04-22

GE AEROSPACE GE AEROSPACE5.9K shares13.56%2026-03-312026-04-22

Sponsored

XBI SPDR SERIES TRUST12.9K shares0.00%2026-03-312026-04-22

FIX COMFORT SYS USA INC1.2K shares1.95%2026-03-312026-04-22

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP4.6K shares-2.71%2026-03-312026-04-22

EIX EDISON INTL21.3K shares21.56%2026-03-312026-04-22

OKE ONEOK INC NEW17.1K shares1.11%2026-03-312026-04-22

GEV GE VERNOVA INC1.7K shares11.28%2026-03-312026-04-22

MU MICRON TECHNOLOGY INC4.3K shares21.86%2026-03-312026-04-22

PCG PG&E CORP82.7K shares6.39%2026-03-312026-04-22

Sponsored

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC31.5K shares0.33%2026-03-312026-04-22

CME CME GROUP INC4.9K shares0.12%2026-03-312026-04-22

XLE SELECT SECTOR SPDR TR22.9K shares-0.07%2026-03-312026-04-22

CB CHUBB LTD SWITZ4.2K shares-3.43%2026-03-312026-04-22

FTLS FIRST TR EXCH TRADED FD III18.9K shares4.54%2026-03-312026-04-22

RTX RTX CORPORATION6.8K shares4.50%2026-03-312026-04-22

CRM SALESFORCE INC7.0K shares21.22%2026-03-312026-04-22

ARISTA NETWORKS INC ARISTA NETWORKS INC10.5K shares-5.49%2026-03-312026-04-22

Sponsored

AVUS AMERICAN CENTY ETF TR11.6K shares0.00%2026-03-312026-04-22

AMAT APPLIED MATLS INC3.7K shares4.28%2026-03-312026-04-22

VIGI VANGUARD WHITEHALL FDS13.9K shares-98.83%2026-03-312026-04-22

PID INVESCO EXCHANGE TRADED FD T54.6K shares0.50%2026-03-312026-04-22

TMUS T-MOBILE US INC5.5K shares8.54%2026-03-312026-04-22

MCK MCKESSON CORP1.3K shares1.13%2026-03-312026-04-22

IWV ISHARES TR3.1K shares0.00%2026-03-312026-04-22

MDYG SPDR SERIES TRUST11.9K shares-0.11%2026-03-312026-04-22

Sponsored

FTNT FORTINET INC13.7K shares15.92%2026-03-312026-04-22

SBUX STARBUCKS CORP12.5K shares-0.13%2026-03-312026-04-22

VZ VERIZON COMMUNICATIONS INC22.0K shares5.76%2026-03-312026-04-22

SLB SLB LIMITED21.5K shares-1.05%2026-03-312026-04-22

PANW PALO ALTO NETWORKS INC6.9K shares-21.24%2026-03-312026-04-22

V VISA INC3.6K shares9.58%2026-03-312026-04-22

DFAE DIMENSIONAL ETF TRUST31.3K shares-4.43%2026-03-312026-04-22

AEP AMERICAN ELEC PWR CO INC8.0K shares6.79%2026-03-312026-04-22

Sponsored

ABNB AIRBNB INC8.2K shares27.93%2026-03-312026-04-22

FTI TECHNIPFMC PLC14.8K shares8.72%2026-03-312026-04-22

PEP PEPSICO INC6.6K shares-17.74%2026-03-312026-04-22

FDX FEDEX CORP2.9K shares4.51%2026-03-312026-04-22

MMM 3M CO6.8K shares-4.51%2026-03-312026-04-22

ESGD ISHARES TR10.3K shares-0.11%2026-03-312026-04-22

KMI KINDER MORGAN INC DEL29.0K shares6.35%2026-03-312026-04-22

CNC CENTENE CORP DEL29.1K shares-11.72%2026-03-312026-04-22

Sponsored

SNDK SANDISK CORP1.5K shares-24.71%2026-03-312026-04-22

ETR ENTERGY CORP NEW8.3K shares0.15%2026-03-312026-04-22

FLEX FLEXTRONICS INTL LTD14.2K shares0.01%2026-03-312026-04-22

REGN REGENERON PHARMACEUTICALS1.2K shares0.93%2026-03-312026-04-22

EQIN COLUMBIA ETF TR I18.6K shares18.19%2026-03-312026-04-22

RSG REPUBLIC SVCS INC4.2K shares-83.03%2026-03-312026-04-22

HON HONEYWELL INTL INC4.0K shares41.50%2026-03-312026-04-22

PM PHILIP MORRIS INTL INC5.4K shares9.35%2026-03-312026-04-22

Sponsored

GM GENERAL MTRS CO11.9K shares15.83%2026-03-312026-04-22

CITIGROUP INC CITIGROUP INC7.8K shares-2.74%2026-03-312026-04-22

DTE DTE ENERGY CO6.0K shares-0.23%2026-03-312026-04-22

SPGI S&P GLOBAL INC2.0K sharesnew addition2026-03-312026-04-22

APH AMPHENOL CORP6.7K shares8.05%2026-03-312026-04-22

CSCO CISCO SYS INC10.7K shares47.20%2026-03-312026-04-22

LNG CHENIERE ENERGY INC2.9K sharesnew addition2026-03-312026-04-22

VOE VANGUARD INDEX FDS4.5K sharesnew addition2026-03-312026-04-22

Sponsored

MO ALTRIA GROUP INC12.4K shares-0.64%2026-03-312026-04-22

BOXX EA SERIES TRUST6.9K sharesnew addition2026-03-312026-04-22

D DOMINION ENERGY INC12.9K shares-1.82%2026-03-312026-04-22

JBHT HUNT J B TRANS SVCS INC3.8K shares5.15%2026-03-312026-04-22

VTR VENTAS INC9.7K shares-5.18%2026-03-312026-04-22

EFA ISHARES TR8.2K shares0.00%2026-03-312026-04-22

NEM NEWMONT CORP7.2K shares-0.33%2026-03-312026-04-22

CRWD CROWDSTRIKE HLDGS INC2.0K shares-1.76%2026-03-312026-04-22

Sponsored

IJH ISHARES TR11.2K shares-0.36%2026-03-312026-04-22

VBR VANGUARD INDEX FDS3.4K sharesnew addition2026-03-312026-04-22

REGL PROSHARES TR8.3K shares0.00%2026-03-312026-04-22

PYPL PAYPAL HLDGS INC15.5K shares31.82%2026-03-312026-04-22

ADBE ADOBE INC2.9K shares40.05%2026-03-312026-04-22

ILMN ILLUMINA INC5.6K shares-8.08%2026-03-312026-04-22

DAL DELTA AIR LINES INC10.4K shares8.32%2026-03-312026-04-22

UNH UNITEDHEALTH GROUP INC2.5K shares5.25%2026-03-312026-04-22

Sponsored

SHM SPDR SERIES TRUST14.0K shares0.00%2026-03-312026-04-22

NOW SERVICENOW INC6.4K shares80.60%2026-03-312026-04-22

WDC WESTERN DIGITAL CORP2.5K shares6.69%2026-03-312026-04-22

AMP AMERIPRISE FINL INC1.5K shares4.88%2026-03-312026-04-22

MSI MOTOROLA SOLUTIONS INC1.5K shares3.57%2026-03-312026-04-22

COF CAPITAL ONE FINL CORP3.5K shares-24.80%2026-03-312026-04-22

TGT TARGET CORP5.3K shares9.24%2026-03-312026-04-22

TLN TALEN ENERGY CORP2.0K shares-0.10%2026-03-312026-04-22

Sponsored

MA MASTERCARD INCORPORATED1.2K shares-3.49%2026-03-312026-04-22

NEE NEXTERA ENERGY INC6.7K shares-1.61%2026-03-312026-04-22

UPS UNITED PARCEL SVCS INC6.2K shares-5.28%2026-03-312026-04-22

DELL DELL TECHNOLOGIES INC3.6K shares-2.20%2026-03-312026-04-22

TER TERADYNE INC2.0K shares42.05%2026-03-312026-04-22

CENCORA INC CENCORA INC1.9K shares-0.27%2026-03-312026-04-22

LAM RESEARCH CORP LAM RESEARCH CORP2.7K shares11.97%2026-03-312026-04-22

XMMO INVESCO EXCHANGE TRADED FD T4.0K shares5.80%2026-03-312026-04-22

Sponsored

VRSN VERISIGN INC2.3K shares-35.98%2026-03-312026-04-22

CQP CHENIERE ENERGY PARTNERS L P8.8K sharesnew addition2026-03-312026-04-22

EME EMCOR GROUP INC766 shares57.29%2026-03-312026-04-22

VLO VALERO ENERGY CORP2.3K shares-1.04%2026-03-312026-04-22

ISRG INTUITIVE SURGICAL INC1.2K shares8.44%2026-03-312026-04-22

SYY SYSCO CORP7.9K sharesnew addition2026-03-312026-04-22

ENB ENBRIDGE INC10.3K shares0.00%2026-03-312026-04-22

DG DOLLAR GEN CORP4.6K shares3.48%2026-03-312026-04-22

Sponsored

AMD ADVANCED MICRO DEVICES INC2.7K shares15.30%2026-03-312026-04-22

VB VANGUARD INDEX FDS2.1K sharesnew addition2026-03-312026-04-22

MKTX MARKETAXESS HLDGS INC3.3K shares-2.34%2026-03-312026-04-22

LNT ALLIANT ENERGY CORP7.4K shares2.11%2026-03-312026-04-22

NTRA NATERA INC2.6K shares-6.49%2026-03-312026-04-22

INCY INCYTE CORP5.6K shares-0.59%2026-03-312026-04-22

IWS ISHARES TR3.6K shares0.00%2026-03-312026-04-22

HII HUNTINGTON INGALLS INDS INC1.4K shares0.15%2026-03-312026-04-22

Sponsored

SNOW SNOWFLAKE INC3.4K shares3.25%2026-03-312026-04-22

NBIX NEUROCRINE BIOSCIENCES INC3.9K shares2.83%2026-03-312026-04-22

PNFP PINNACLE FINL PARTNERS INC5.9K shares4.12%2026-03-312026-04-22

PLD PROLOGIS INC.3.8K shares0.87%2026-03-312026-04-22

SCHW SCHWAB CHARLES CORP5.4K shares0.09%2026-03-312026-04-22

JCI JOHNSON CONTROLS INTERNATION3.8K shares14.83%2026-03-312026-04-22

UBER UBER TECHNOLOGIES INC7.0K shares1.52%2026-03-312026-04-22

MDY STATE STR SPDR S&P MIDCAP 40810 shares0.00%2026-03-312026-04-22

Sponsored

EFX EQUIFAX INC2.7K sharesnew addition2026-03-312026-04-22

BURL BURLINGTON STORES INC1.5K sharesnew addition2026-03-312026-04-22

APP APPLOVIN CORP1.2K shares-2.14%2026-03-312026-04-22

PFE PFIZER INC17.5K shares-8.45%2026-03-312026-04-22

INTU INTUIT1.1K shares23.83%2026-03-312026-04-22

EXPE EXPEDIA GROUP INC2.1K shares-43.24%2026-03-312026-04-22

EXEL EXELIXIS INC11.3K shares-11.28%2026-03-312026-04-22

ES EVERSOURCE ENERGY7.0K shares18.63%2026-03-312026-04-22

Sponsored

BWA BORGWARNER INC8.8K shares-0.42%2026-03-312026-04-22

TPR TAPESTRY INC3.4K shares0.54%2026-03-312026-04-22

CMG CHIPOTLE MEXICAN GRILL INC14.7K shares-18.34%2026-03-312026-04-22

TMO THERMO FISHER SCIENTIFIC INC959 shares6.08%2026-03-312026-04-22

TT TRANE TECHNOLOGIES PLC1.1K shares-10.63%2026-03-312026-04-22

HAL HALLIBURTON CO11.9K shares1.61%2026-03-312026-04-22

TXT TEXTRON INC5.3K shares1.30%2026-03-312026-04-22

JMBS JANUS DETROIT STR TR10.2K shares-13.94%2026-03-312026-04-22

Sponsored

PWR QUANTA SVCS INC835 shares0.72%2026-03-312026-04-22

AVDE AMERICAN CENTY ETF TR5.4K shares0.00%2026-03-312026-04-22

TSM TAIWAN SEMICONDUCTOR MANUFAC1.3K shares14.63%2026-03-312026-04-22

AA ALCOA CORP6.8K shares6.47%2026-03-312026-04-22

MEDP MEDPACE HLDGS INC934 shares-31.78%2026-03-312026-04-22

DFSE DIMENSIONAL ETF TRUST10.6K shares3.30%2026-03-312026-04-22

IWR ISHARES TR4.6K shares0.00%2026-03-312026-04-22

FIVE FIVE BELOW INC1.9K shares20.02%2026-03-312026-04-22

Sponsored

VTI VANGUARD INDEX FDS1.4K sharesnew addition2026-03-312026-04-22

EUFN ISHARES TR12.7K shares0.00%2026-03-312026-04-22

A AGILENT TECHNOLOGIES INC3.9K shares39.96%2026-03-312026-04-22

AXS AXIS CAP HLDGS LTD4.3K shares-0.44%2026-03-312026-04-22

GLW CORNING INC3.2K shares8.20%2026-03-312026-04-22

PB PROSPERITY BANCSHARES INC6.5K shares-0.41%2026-03-312026-04-22

MLI MUELLER INDS INC3.9K shares6.13%2026-03-312026-04-22

SPSM SPDR SERIES TRUST9.0K shares0.00%2026-03-312026-04-22

Sponsored

RGLD ROYAL GOLD INC1.7K shares0.12%2026-03-312026-04-22

NKE NIKE INC8.2K shares8.61%2026-03-312026-04-22

ZM ZOOM COMMUNICATIONS INC5.4K shares-54.33%2026-03-312026-04-22

VTV VANGUARD INDEX FDS2.2K sharesnew addition2026-03-312026-04-22

PIPR PIPER SANDLER COMPANIES5.6K shares307.58%2026-03-312026-04-22

NTNX NUTANIX INC11.2K shares98.64%2026-03-312026-04-22

IJK ISHARES TR4.2K shares0.00%2026-03-312026-04-22

TSN TYSON FOODS INC6.6K shares5.61%2026-03-312026-04-22

Sponsored

MSEX MIDDLESEX WTR CO8.1K shares-0.98%2026-03-312026-04-22

NYT NEW YORK TIMES CO MTN BE5.0K shares7.24%2026-03-312026-04-22

DHR DANAHER CORP DEL2.2K shares-17.33%2026-03-312026-04-22

BMRN BIOMARIN PHARMACEUTICAL INC7.3K shares3.82%2026-03-312026-04-22

ARCC ARES CAPITAL CORP23.0K shares0.00%2026-03-312026-04-22

KKR & CO INC KKR & CO INC4.4K shares8.01%2026-03-312026-04-22

TRV TRAVELERS COMPANIES INC1.4K shares25.52%2026-03-312026-04-22

ENS ENERSYS2.3K sharesnew addition2026-03-312026-04-22

Sponsored

MATCH GROUP INC NEW MATCH GROUP INC NEW13.2K shares21.00%2026-03-312026-04-22

LECO LINCOLN ELEC HLDGS INC1.6K shares2.33%2026-03-312026-04-22

SF STIFEL FINL CORP5.5K shares91.29%2026-03-312026-04-22

BK BANK NEW YORK MELLON CORP3.4K shares3.79%2026-03-312026-04-22

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.0K shares2.31%2026-03-312026-04-22

SCHF SCHWAB STRATEGIC TR16.1K sharesnew addition2026-03-312026-04-22

TXRH TEXAS ROADHOUSE INC2.4K shares41.22%2026-03-312026-04-22

ADI ANALOG DEVICES INC1.2K shares3.15%2026-03-312026-04-22

Sponsored

DVN DEVON ENERGY CORP NEW7.9K shares-3.49%2026-03-312026-04-22

BIIB BIOGEN INC2.1K shares2.10%2026-03-312026-04-22

NULG NUSHARES ETF TR4.3K shares8.21%2026-03-312026-04-22

LOW LOWES COS INC1.6K shares0.80%2026-03-312026-04-22

DTM DT MIDSTREAM INC2.9K shares-0.49%2026-03-312026-04-22

ACGL ARCH CAP GROUP LTD4.0K shares-7.63%2026-03-312026-04-22

UTHR UNITED THERAPEUTICS CORP DEL637 shares-34.60%2026-03-312026-04-22

TTWO TAKE-TWO INTERACTIVE SOFTWAR1.9K shares15.54%2026-03-312026-04-22

Sponsored

CW CURTISS WRIGHT CORP546 shares12.11%2026-03-312026-04-22

VO VANGUARD INDEX FDS1.3K sharesnew addition2026-03-312026-04-22

THE CIGNA GROUP THE CIGNA GROUP1.4K shares37.12%2026-03-312026-04-22

AVA AVISTA CORP9.0K shares3.39%2026-03-312026-04-22

ESGV VANGUARD WORLD FD3.2K shares0.00%2026-03-312026-04-22

QQQM INVESCO EXCH TRADED FD TR II1.5K shares0.00%2026-03-312026-04-22

ITT INC ITT INC1.9K sharesnew addition2026-03-312026-04-22

T AT&T INC12.3K shares-7.64%2026-03-312026-04-22

Sponsored

OMC OMNICOM GROUP INC4.6K shares50.77%2026-03-312026-04-22

EXE EXPAND ENERGY CORPORATION3.2K sharesnew addition2026-03-312026-04-22

CHWY CHEWY INC12.8K shares62.20%2026-03-312026-04-22

MOH MOLINA HEALTHCARE INC2.6K sharesnew addition2026-03-312026-04-22

ESS ESSEX PPTY TR INC1.4K shares-3.41%2026-03-312026-04-22

XLG INVESCO EXCHANGE TRADED FD T6.2K shares0.00%2026-03-312026-04-22

VIK VIKING HOLDINGS LTD4.6K shares58.15%2026-03-312026-04-22

KMX CARMAX INC8.0K sharesnew addition2026-03-312026-04-22

Sponsored

OXY OCCIDENTAL PETE CORP5.1K sharesnew addition2026-03-312026-04-22

CFG CITIZENS FINL GROUP INC5.5K shares5.67%2026-03-312026-04-22

IBB ISHARES TR1.9K shares0.00%2026-03-312026-04-22

JHG JANUS HENDERSON GROUP PLC6.4K shares10.82%2026-03-312026-04-22

TXN TEXAS INSTRS INC1.7K shares14.09%2026-03-312026-04-22

LITE LUMENTUM HLDGS INC464 sharesnew addition2026-03-312026-04-22

RBLX ROBLOX CORP5.6K shares-46.48%2026-03-312026-04-22

RGA REINSURANCE GROUP AMER INC1.6K shares12.76%2026-03-312026-04-22

Sponsored

EZU ISHARES INC5.1K shares0.00%2026-03-312026-04-22

IWF ISHARES TR742 shares-14.22%2026-03-312026-04-22

TW TRADEWEB MKTS INC2.7K shares29.86%2026-03-312026-04-22

GS GOLDMAN SACHS GROUP INC364 shares-8.08%2026-03-312026-04-22

ED CONSOLIDATED EDISON INC2.7K shares0.48%2026-03-312026-04-22

CR CRANE COMPANY1.8K shares-1.80%2026-03-312026-04-22

SYK STRYKER CORPORATION934 sharesnew addition2026-03-312026-04-22

BKNG BOOKING HOLDINGS INC72 shares-44.19%2026-03-312026-04-22

Sponsored

KDP KEURIG DR PEPPER INC11.5K shares-36.21%2026-03-312026-04-22

NOC NORTHROP GRUMMAN CORP438 shares10.89%2026-03-312026-04-22

TOL TOLL BROTHERS INC2.2K shares-2.84%2026-03-312026-04-22

AVY AVERY DENNISON CORP1.7K shares-5.34%2026-03-312026-04-22

CPRT COPART INC8.9K sharesnew addition2026-03-312026-04-22

ROM PROSHARES TR3.8K shares-21.88%2026-03-312026-04-22

ASTS AST SPACEMOBILE INC3.5K shares0.23%2026-03-312026-04-22

TKO TKO GROUP HOLDINGS INC1.5K sharesnew addition2026-03-312026-04-22

Sponsored

AGG ISHARES TR3.0K shares1.55%2026-03-312026-04-22

DECK DECKERS OUTDOOR CORP2.9K sharesnew addition2026-03-312026-04-22

CARR CARRIER GLOBAL CORPORATION5.2K shares20.07%2026-03-312026-04-22

CVS CVS HEALTH CORP4.1K shares-0.54%2026-03-312026-04-22

ULTA ULTA BEAUTY INC552 shares6.36%2026-03-312026-04-22

PPG PPG INDS INC2.7K shares3.68%2026-03-312026-04-22

RL RALPH LAUREN CORP828 shares5.21%2026-03-312026-04-22

KHC KRAFT HEINZ CO12.5K sharesnew addition2026-03-312026-04-22

Sponsored

ALLE ALLEGION PLC1.9K shares-2.23%2026-03-312026-04-22

G GENPACT LIMITED7.5K shares29.74%2026-03-312026-04-22

LVS LAS VEGAS SANDS CORP5.2K shares-42.91%2026-03-312026-04-22

DDOG DATADOG INC2.4K shares20.19%2026-03-312026-04-22

GILD GILEAD SCIENCES INC2.0K shares17.72%2026-03-312026-04-22

ALGN ALIGN TECHNOLOGY INC1.6K shares0.88%2026-03-312026-04-22

TTC TORO CO2.9K sharesnew addition2026-03-312026-04-22

AVEM AMERICAN CENTY ETF TR3.4K shares5.23%2026-03-312026-04-22

Sponsored

IRM IRON MTN INC DEL2.7K sharesnew addition2026-03-312026-04-22

ARMK ARAMARK6.7K shares6.89%2026-03-312026-04-22

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.4K shares-66.94%2026-03-312026-04-22

BDX BECTON DICKINSON & CO1.7K shares5.87%2026-03-312026-04-22

MSCI MSCI INC497 shares20.05%2026-03-312026-04-22

THC TENET HEALTHCARE CORP1.4K shares-27.22%2026-03-312026-04-22

APA CORPORATION APA CORPORATION6.3K sharesnew addition2026-03-312026-04-22

HPE HEWLETT PACKARD ENTERPRISE C11.2K shares4.08%2026-03-312026-04-22

Sponsored

PZA INVESCO EXCH TRADED FD TR II11.5K shares20.45%2026-03-312026-04-22

FITB FIFTH THIRD BANCORP5.7K shares10.25%2026-03-312026-04-22

AMT AMERICAN TOWER CORP1.5K shares-43.10%2026-03-312026-04-22

LULU LULULEMON ATHLETICA INC1.7K sharesnew addition2026-03-312026-04-22

XLK SELECT SECTOR SPDR TR1.9K shares1.31%2026-03-312026-04-22

PKG PACKAGING CORP AMER1.2K shares-0.41%2026-03-312026-04-22

TFC TRUIST FINL CORP5.6K shares-0.62%2026-03-312026-04-22

MDB MONGODB INC1.0K shares51.60%2026-03-312026-04-22

Sponsored

IXC ISHARES TR4.4K sharesnew addition2026-03-312026-04-22

EVR EVERCORE INC850 shares1.55%2026-03-312026-04-22

WEX WEX INC1.6K sharesnew addition2026-03-312026-04-22

MHK MOHAWK INDS INC2.6K sharesnew addition2026-03-312026-04-22

NTAP NETAPP INC2.5K shares-11.70%2026-03-312026-04-22

HOOD ROBINHOOD MKTS INC3.6K shares-17.60%2026-03-312026-04-22

VUG VANGUARD INDEX FDS564 sharesnew addition2026-03-312026-04-22

MTZ MASTEC INC763 sharesnew addition2026-03-312026-04-22

Sponsored

FIS FIDELITY NATL INFORMATION SV5.2K sharesnew addition2026-03-312026-04-22

BPOP POPULAR INC1.8K shares1.00%2026-03-312026-04-22

AKAM AKAMAI TECHNOLOGIES INC2.1K sharesnew addition2026-03-312026-04-22

WM WASTE MGMT INC DEL1.1K shares1.15%2026-03-312026-04-22

DAR DARLING INGREDIENTS INC3.9K sharesnew addition2026-03-312026-04-22

LPLA LPL FINL HLDGS INC801 sharesnew addition2026-03-312026-04-22

MEDTRONIC PLC MEDTRONIC PLC2.8K shares-28.06%2026-03-312026-04-22

KEY KEYCORP11.9K shares9.27%2026-03-312026-04-22

Sponsored

CMCSA COMCAST CORP NEW8.3K sharesnew addition2026-03-312026-04-22

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW2.2K shares-8.91%2026-03-312026-04-22

CIEN CIENA CORP605 sharesnew addition2026-03-312026-04-22

SCHC SCHWAB STRATEGIC TR5.0K shares-76.40%2026-03-312026-04-22

HAS HASBRO INC2.5K shares0.20%2026-03-312026-04-22

POR PORTLAND GEN ELEC CO4.4K shares5.80%2026-03-312026-04-22

SITE SITEONE LANDSCAPE SUPPLY INC1.7K sharesnew addition2026-03-312026-04-22

IJR ISHARES TR1.9K shares-5.17%2026-03-312026-04-22

Sponsored

CNH CNH INDL N V21.1K shares36.29%2026-03-312026-04-22

HUBBELL INC HUBBELL INC471 shares1.73%2026-03-312026-04-22

MASI MASIMO CORP1.3K sharesnew addition2026-03-312026-04-22

VFC V F CORP13.4K sharesnew addition2026-03-312026-04-22

AXTA AXALTA COATING SYS LTD8.1K shares5.25%2026-03-312026-04-22

CCK CROWN HLDGS INC2.2K shares-9.07%2026-03-312026-04-22

ATI ATI INC1.5K sharesnew addition2026-03-312026-04-22

NTRS NORTHERN TR CORP1.6K sharesnew addition2026-03-312026-04-22

Sponsored

DOV DOVER CORP1.0K sharesnew addition2026-03-312026-04-22

ORI OLD REP INTL CORP5.4K shares-12.73%2026-03-312026-04-22

GAP GAP INC8.9K shares-5.11%2026-03-312026-04-22

DINO HF SINCLAIR CORP3.4K sharesnew addition2026-03-312026-04-22

HST HOST HOTELS & RESORTS INC11.2K shares10.56%2026-03-312026-04-22

QCOM QUALCOMM INC1.7K shares-36.48%2026-03-312026-04-22

IVZ INVESCO LTD8.7K shares10.19%2026-03-312026-04-22

ADT ADT INC DEL32.0K shares-43.24%2026-03-312026-04-22

Sponsored

ROCKET LAB CORP ROCKET LAB CORP3.3K shares2.45%2026-03-312026-04-22

BKH BLACK HILLS CORP3.0K shares-3.62%2026-03-312026-04-22

FLS FLOWSERVE CORP2.8K sharesnew addition2026-03-312026-04-22

MLM MARTIN MARIETTA MATLS INC350 shares-17.65%2026-03-312026-04-22

EBAY EBAY INC.2.3K sharesnew addition2026-03-312026-04-22

BBWI BATH & BODY WORKS INC11.0K sharesnew addition2026-03-312026-04-22

HLT HILTON WORLDWIDE HLDGS INC671 sharesnew addition2026-03-312026-04-22

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL2.4K sharesnew addition2026-03-312026-04-22

Sponsored

HBAN HUNTINGTON BANCSHARES INC12.8K shares-0.54%2026-03-312026-04-22

SO SOUTHERN CO2.1K sharesnew addition2026-03-312026-04-22

ETHA ISHARES ETHEREUM TR12.4K shares-96.35%2026-03-312026-04-22

S SENTINELONE INC13.0K shares15.65%2026-03-312026-04-22

LYFT LYFT INC11.2K shares-64.38%2026-03-312026-04-22

FLO FLOWERS FOODS INC17.3K sharesnew addition2026-03-312026-04-22

LIBERTY GLOBAL LTD LIBERTY GLOBAL LTD11.4K shares-28.13%2026-03-312026-04-22

VLY VALLEY NATL BANCORP10.8K sharesnew addition2026-03-312026-04-22

Sponsored

OWL BLUE OWL CAPITAL INC14.2K sharesnew addition2026-03-312026-04-22

F FORD MTR CO10.8K shares-36.74%2026-03-312026-04-22

NRO NEUBERGER R/EST SECS INC FD33.3K shares0.00%2026-03-312026-04-22

MPW MEDICAL PROPERTIES TRUST INC18.5K shares-23.80%2026-03-312026-04-22

CCC CCC INTELLIGENT SOLUTIONS HL10.2K sharesnew addition2026-03-312026-04-22

NWL NEWELL BRANDS INC15.2K sharesnew addition2026-03-312026-04-22

FATE FATE THERAPEUTICS INC16.5K shares17.15%2026-03-312026-04-22

BYND BEYOND MEAT INC17.9K sharesnew addition2026-03-312026-04-22

Sponsored

RXT RACKSPACE TECHNOLOGY INC11.1K sharesnew addition2026-03-312026-04-22

ALIT ALIGHT INC17.8K sharesnew addition2026-03-312026-04-22

IEFA

ISHARES TR

73.63%

Shares1.8M

Event2026-03-31

Filed2026-04-22

DFEM

DIMENSIONAL ETF TRUST

-2.58%

Shares2.7M

Event2026-03-31

Filed2026-04-22

GLDM

WORLD GOLD TR

-5.38%

Shares625.6K

Event2026-03-31

Filed2026-04-22

AIRR

FIRST TR EXCHANGE TRADED FD

-15.27%

Shares516.2K

Event2026-03-31

Filed2026-04-22

MUB

ISHARES TR

3.53%

Shares525.4K

Event2026-03-31

Filed2026-04-22

AVUV

AMERICAN CENTY ETF TR

15.08%

Shares460.6K

Event2026-03-31

Filed2026-04-22

INVESCO QQQ TR

-4.26%

Shares83.4K

Event2026-03-31

Filed2026-04-22

DBMF

LITMAN GREGORY FDS TR

-1.66%

Shares1.5M

Event2026-03-31

Filed2026-04-22

XLRE

SELECT SECTOR SPDR TR

New

Shares1.1M

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

-7.20%

Shares218.9K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

-6.23%

Shares150.0K

Event2026-03-31

Filed2026-04-22

COIN

COINBASE GLOBAL INC

0.04%

Shares200.5K

Event2026-03-31

Filed2026-04-22

ISHARES GOLD TR

-1.62%

Shares328.8K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

3.27%

Shares76.5K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-3.07%

Shares93.1K

Event2026-03-31

Filed2026-04-22

PCAR

PACCAR INC

-15.94%

Shares228.4K

Event2026-03-31

Filed2026-04-22

INVESCO EXCHANGE TRADED FD T

42.14%

Shares137.2K

Event2026-03-31

Filed2026-04-22

BAI

BLACKROCK ETF TRUST

-30.98%

Shares714.2K

Event2026-03-31

Filed2026-04-22

IBTM

ISHARES TR

New

Shares893.9K

Event2026-03-31

Filed2026-04-22

STIP

ISHARES TR

1.76%

Shares190.1K

Event2026-03-31

Filed2026-04-22

QLTA

ISHARES TR

3.09%

Shares410.8K

Event2026-03-31

Filed2026-04-22

BROADCOM INC

-0.60%

Shares57.8K

Event2026-03-31

Filed2026-04-22

KLAC

KLA CORP

-3.82%

Shares10.7K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

-5.25%

Shares73.6K

Event2026-03-31

Filed2026-04-22

WEYERHAEUSER CO

0.25%

Shares568.7K

Event2026-03-31

Filed2026-04-22

CVX

CHEVRON CORPORATION

1.10%

Shares59.1K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

-1.35%

Shares41.5K

Event2026-03-31

Filed2026-04-22

AMGN

AMGEN INC

-1.67%

Shares28.0K

Event2026-03-31

Filed2026-04-22

EATON CORP PLC

-11.26%

Shares26.4K

Event2026-03-31

Filed2026-04-22

COWZ

PACER FDS TR

4.15%

Shares147.3K

Event2026-03-31

Filed2026-04-22

COCA COLA CO

-1.68%

Shares118.5K

Event2026-03-31

Filed2026-04-22

FBTC

FIDELITY WISE ORIGIN BITCOIN

2.42%

Shares150.2K

Event2026-03-31

Filed2026-04-22

TJX

TJX COS INC NEW

-1.32%

Shares55.2K

Event2026-03-31

Filed2026-04-22

ORCL

ORACLE CORP

-1.20%

Shares59.6K

Event2026-03-31

Filed2026-04-22

EEM

ISHARES TR

-1.48%

Shares149.1K

Event2026-03-31

Filed2026-04-22

LINDE PLC

0.63%

Shares16.8K

Event2026-03-31

Filed2026-04-22

CMI

CUMMINS INC

-3.69%

Shares15.0K

Event2026-03-31

Filed2026-04-22

MPC

MARATHON PETE CORP

-3.31%

Shares32.9K

Event2026-03-31

Filed2026-04-22

BLACKROCK INC

0.46%

Shares8.3K

Event2026-03-31

Filed2026-04-22

GRMN

GARMIN LTD

-2.26%

Shares34.3K

Event2026-03-31

Filed2026-04-22

PROCTER & GAMBLE CO

3.88%

Shares54.4K

Event2026-03-31

Filed2026-04-22

FBND

FIDELITY MERRIMACK STR TR

2.14%

Shares163.8K

Event2026-03-31

Filed2026-04-22

LPX

LOUISIANA PAC CORP

-0.03%

Shares102.1K

Event2026-03-31

Filed2026-04-22

RMD

RESMED INC

-2.60%

Shares31.3K

Event2026-03-31

Filed2026-04-22

ABT

ABBOTT LABORATORIES

-2.84%

Shares67.4K

Event2026-03-31

Filed2026-04-22

MCD

MCDONALDS CORP

-1.76%

Shares21.9K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

9.11%

Shares23.4K

Event2026-03-31

Filed2026-04-22

ALSN

ALLISON TRANSMISSION HLDGS I

-2.36%

Shares56.4K

Event2026-03-31

Filed2026-04-22

EQIX

EQUINIX INC

2.12%

Shares6.7K

Event2026-03-31

Filed2026-04-22

OSK

OSHKOSH CORP

-2.08%

Shares44.3K

Event2026-03-31

Filed2026-04-22

KROGER CO

-2.67%

Shares85.3K

Event2026-03-31

Filed2026-04-22

NXST

NEXSTAR MEDIA GROUP INC

-2.51%

Shares34.1K

Event2026-03-31

Filed2026-04-22

QGRO

AMERICAN CENTY ETF TR

3.67%

Shares56.7K

Event2026-03-31

Filed2026-04-22

BROOKFIELD INFRASTRUCTURE CO

-1.10%

Shares150.6K

Event2026-03-31

Filed2026-04-22

CAT

CATERPILLAR INC

-57.91%

Shares8.3K

Event2026-03-31

Filed2026-04-22

PNC

PNC FINL SVCS GROUP INC

567.55%

Shares28.1K

Event2026-03-31

Filed2026-04-22

FCX

FREEPORT MCMORAN INC

0.60%

Shares97.3K

Event2026-03-31

Filed2026-04-22

CRH PLC

-0.09%

Shares53.7K

Event2026-03-31

Filed2026-04-22

HOME DEPOT INC

-1.20%

Shares16.8K

Event2026-03-31

Filed2026-04-22

FETH

FIDELITY ETHEREUM FD

New

Shares254.6K

Event2026-03-31

Filed2026-04-22

MPWR

MONOLITHIC PWR SYS INC

-0.54%

Shares4.8K

Event2026-03-31

Filed2026-04-22

MMC

MARSH & MCLENNAN COS INC

4.96%

Shares29.9K

Event2026-03-31

Filed2026-04-22

SPYM

SPDR SERIES TRUST

6.21%

Shares65.7K

Event2026-03-31

Filed2026-04-22

SRE

SEMPRA

-0.30%

Shares48.2K

Event2026-03-31

Filed2026-04-22

SSNC

SS&C TECH HLDGS

-2.00%

Shares69.1K

Event2026-03-31

Filed2026-04-22

DES

WISDOMTREE TR

0.00%

Shares128.5K

Event2026-03-31

Filed2026-04-22

WFC

WELLS FARGO & CO

0.15%

Shares57.8K

Event2026-03-31

Filed2026-04-22

COST

COSTCO WHOLESALE CORPORATION

-11.48%

Shares4.6K

Event2026-03-31

Filed2026-04-22

MET

METLIFE INC

New

Shares63.4K

Event2026-03-31

Filed2026-04-22

SPSB

SPDR SERIES TRUST

4.96%

Shares145.7K

Event2026-03-31

Filed2026-04-22

BAND

BANDWIDTH INC

3.23%

Shares244.5K

Event2026-03-31

Filed2026-04-22

BAC

BANK AMERICA CORP

0.29%

Shares84.6K

Event2026-03-31

Filed2026-04-22

GLD

SPDR GOLD TR

-0.17%

Shares9.4K

Event2026-03-31

Filed2026-04-22

DEERE & CO

0.88%

Shares7.2K

Event2026-03-31

Filed2026-04-22

LFST

LIFESTANCE HEALTH GROUP INC

-69.76%

Shares633.7K

Event2026-03-31

Filed2026-04-22

SPY

STATE STR SPDR S&P 500 ETF T

-7.10%

Shares6.0K

Event2026-03-31

Filed2026-04-22

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

0.61%

Shares62.2K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

-0.65%

Shares7.7K

Event2026-03-31

Filed2026-04-22

ROST

ROSS STORES INC

0.72%

Shares16.9K

Event2026-03-31

Filed2026-04-22

MERCK & CO INC

-0.12%

Shares30.1K

Event2026-03-31

Filed2026-04-22

TSLA

TESLA INC

0.73%

Shares9.6K

Event2026-03-31

Filed2026-04-22

ABBV

ABBVIE INC

-2.59%

Shares16.2K

Event2026-03-31

Filed2026-04-22

ROP

ROPER TECHNOLOGIES INC

1101.75%

Shares9.6K

Event2026-03-31

Filed2026-04-22

META

META PLATFORMS INC

10.79%

Shares5.3K

Event2026-03-31

Filed2026-04-22

SHYG

ISHARES TR

1.64%

Shares70.6K

Event2026-03-31

Filed2026-04-22

INTC

INTEL CORP

-11.74%

Shares67.6K

Event2026-03-31

Filed2026-04-22

PLTR

PALANTIR TECHNOLOGIES INC

-5.40%

Shares19.9K

Event2026-03-31

Filed2026-04-22

UNP

UNION PAC CORP

0.38%

Shares11.8K

Event2026-03-31

Filed2026-04-22

DOW

DOW HLDGS INC

8.03%

Shares67.7K

Event2026-03-31

Filed2026-04-22

USB

US BANCORP

-6.00%

Shares54.2K

Event2026-03-31

Filed2026-04-22

SNX

TD SYNNEX CORPORATION

4.14%

Shares16.1K

Event2026-03-31

Filed2026-04-22

JNJ

JOHNSON & JOHNSON

4.23%

Shares10.5K

Event2026-03-31

Filed2026-04-22

LMT

LOCKHEED MARTIN CORP

2.21%

Shares4.2K

Event2026-03-31

Filed2026-04-22

LLY

ELI LILLY & CO

14.52%

Shares2.8K

Event2026-03-31

Filed2026-04-22

FALN

ISHARES TR

4.28%

Shares93.2K

Event2026-03-31

Filed2026-04-22

CTVA

CORTEVA INC

0.59%

Shares29.7K

Event2026-03-31

Filed2026-04-22

IEMG

ISHARES INC

-0.40%

Shares34.5K

Event2026-03-31

Filed2026-04-22

PNW

PINNACLE WEST CAP CORP

0.61%

Shares23.7K

Event2026-03-31

Filed2026-04-22

BOEING CO

13.70%

Shares12.0K

Event2026-03-31

Filed2026-04-22

WMB

WILLIAMS COS INC

0.45%

Shares32.6K

Event2026-03-31

Filed2026-04-22

PSX

PHILLIPS 66

-1.63%

Shares12.8K

Event2026-03-31

Filed2026-04-22

WMT

WALMART INC

31.02%

Shares18.4K

Event2026-03-31

Filed2026-04-22

GPZ

VANECK ETF TRUST

-14.85%

Shares103.7K

Event2026-03-31

Filed2026-04-22

NFLX

NETFLIX INC.

26.65%

Shares22.9K

Event2026-03-31

Filed2026-04-22

IBM

INTERNATIONAL BUSINESS MACHS

1.20%

Shares9.0K

Event2026-03-31

Filed2026-04-22

SDY

SPDR SERIES TRUST

0.19%

Shares14.0K

Event2026-03-31

Filed2026-04-22

JIRE

J P MORGAN EXCHANGE TRADED F

0.00%

Shares26.5K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

-82.48%

Shares3.3K

Event2026-03-31

Filed2026-04-22

DUKE ENERGY CORP NEW

0.37%

Shares14.8K

Event2026-03-31

Filed2026-04-22

VEA

VANGUARD TAX-MANAGED FDS

284.84%

Shares29.2K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

2.34%

Shares11.0K

Event2026-03-31

Filed2026-04-22

IVV

ISHARES TR

-99.68%

Shares2.8K

Event2026-03-31

Filed2026-04-22

VRT

VERTIV HOLDINGS CO

9.82%

Shares7.2K

Event2026-03-31

Filed2026-04-22

COP

CONOCOPHILLIPS

0.01%

Shares13.6K

Event2026-03-31

Filed2026-04-22

QNITY ELECTRONICS INC

3.64%

Shares15.4K

Event2026-03-31

Filed2026-04-22

BMY

BRISTOL-MYERS SQUIBB CO

8.63%

Shares29.2K

Event2026-03-31

Filed2026-04-22

MORGAN STANLEY

0.59%

Shares10.7K

Event2026-03-31

Filed2026-04-22

BLACKSTONE INC

38.72%

Shares15.2K

Event2026-03-31

Filed2026-04-22

SMDV

PROSHARES TR

0.00%

Shares24.9K

Event2026-03-31

Filed2026-04-22

GE AEROSPACE

13.56%

Shares5.9K

Event2026-03-31

Filed2026-04-22

XBI

SPDR SERIES TRUST

0.00%

Shares12.9K

Event2026-03-31

Filed2026-04-22

FIX

COMFORT SYS USA INC

1.95%

Shares1.2K

Event2026-03-31

Filed2026-04-22

GENERAL DYNAMICS CORP

-2.71%

Shares4.6K

Event2026-03-31

Filed2026-04-22

EIX

EDISON INTL

21.56%

Shares21.3K

Event2026-03-31

Filed2026-04-22

OKE

ONEOK INC NEW

1.11%

Shares17.1K

Event2026-03-31

Filed2026-04-22

GEV

GE VERNOVA INC

11.28%

Shares1.7K

Event2026-03-31

Filed2026-04-22

MICRON TECHNOLOGY INC

21.86%

Shares4.3K

Event2026-03-31

Filed2026-04-22

PCG

PG&E CORP

6.39%

Shares82.7K

Event2026-03-31

Filed2026-04-22

DUPONT DE NEMOURS INC

0.33%

Shares31.5K

Event2026-03-31

Filed2026-04-22

CME

CME GROUP INC

0.12%

Shares4.9K

Event2026-03-31

Filed2026-04-22

XLE

SELECT SECTOR SPDR TR

-0.07%

Shares22.9K

Event2026-03-31

Filed2026-04-22

CHUBB LTD SWITZ

-3.43%

Shares4.2K

Event2026-03-31

Filed2026-04-22

FTLS

FIRST TR EXCH TRADED FD III

4.54%

Shares18.9K

Event2026-03-31

Filed2026-04-22

RTX

RTX CORPORATION

4.50%

Shares6.8K

Event2026-03-31

Filed2026-04-22

CRM

SALESFORCE INC

21.22%

Shares7.0K

Event2026-03-31

Filed2026-04-22

ARISTA NETWORKS INC

-5.49%

Shares10.5K

Event2026-03-31

Filed2026-04-22

AVUS

AMERICAN CENTY ETF TR

0.00%

Shares11.6K

Event2026-03-31

Filed2026-04-22

AMAT

APPLIED MATLS INC

4.28%

Shares3.7K

Event2026-03-31

Filed2026-04-22

VIGI

VANGUARD WHITEHALL FDS

-98.83%

Shares13.9K

Event2026-03-31

Filed2026-04-22

PID

INVESCO EXCHANGE TRADED FD T

0.50%

Shares54.6K

Event2026-03-31

Filed2026-04-22

TMUS

T-MOBILE US INC

8.54%

Shares5.5K

Event2026-03-31

Filed2026-04-22

MCK

MCKESSON CORP

1.13%

Shares1.3K

Event2026-03-31

Filed2026-04-22

IWV

ISHARES TR

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-22

MDYG

SPDR SERIES TRUST

-0.11%

Shares11.9K

Event2026-03-31

Filed2026-04-22

FTNT

FORTINET INC

15.92%

Shares13.7K

Event2026-03-31

Filed2026-04-22

SBUX

STARBUCKS CORP

-0.13%

Shares12.5K

Event2026-03-31

Filed2026-04-22

VERIZON COMMUNICATIONS INC

5.76%

Shares22.0K

Event2026-03-31

Filed2026-04-22

SLB

SLB LIMITED

-1.05%

Shares21.5K

Event2026-03-31

Filed2026-04-22

PANW

PALO ALTO NETWORKS INC

-21.24%

Shares6.9K

Event2026-03-31

Filed2026-04-22

VISA INC

9.58%

Shares3.6K

Event2026-03-31

Filed2026-04-22

DFAE

DIMENSIONAL ETF TRUST

-4.43%

Shares31.3K

Event2026-03-31

Filed2026-04-22

AEP

AMERICAN ELEC PWR CO INC

6.79%

Shares8.0K

Event2026-03-31

Filed2026-04-22

ABNB

AIRBNB INC

27.93%

Shares8.2K

Event2026-03-31

Filed2026-04-22

FTI

TECHNIPFMC PLC

8.72%

Shares14.8K

Event2026-03-31

Filed2026-04-22

PEP

PEPSICO INC

-17.74%

Shares6.6K

Event2026-03-31

Filed2026-04-22

FDX

FEDEX CORP

4.51%

Shares2.9K

Event2026-03-31

Filed2026-04-22

MMM

3M CO

-4.51%

Shares6.8K

Event2026-03-31

Filed2026-04-22

ESGD

ISHARES TR

-0.11%

Shares10.3K

Event2026-03-31

Filed2026-04-22

KMI

KINDER MORGAN INC DEL

6.35%

Shares29.0K

Event2026-03-31

Filed2026-04-22

CNC

CENTENE CORP DEL

-11.72%

Shares29.1K

Event2026-03-31

Filed2026-04-22

SNDK

SANDISK CORP

-24.71%

Shares1.5K

Event2026-03-31

Filed2026-04-22

ETR

ENTERGY CORP NEW

0.15%

Shares8.3K

Event2026-03-31

Filed2026-04-22

FLEX

FLEXTRONICS INTL LTD

0.01%

Shares14.2K

Event2026-03-31

Filed2026-04-22

REGN

REGENERON PHARMACEUTICALS

0.93%

Shares1.2K

Event2026-03-31

Filed2026-04-22

EQIN

COLUMBIA ETF TR I

18.19%

Shares18.6K

Event2026-03-31

Filed2026-04-22

RSG

REPUBLIC SVCS INC

-83.03%

Shares4.2K

Event2026-03-31

Filed2026-04-22

HON

HONEYWELL INTL INC

41.50%

Shares4.0K

Event2026-03-31

Filed2026-04-22

PHILIP MORRIS INTL INC

9.35%

Shares5.4K

Event2026-03-31

Filed2026-04-22

GENERAL MTRS CO

15.83%

Shares11.9K

Event2026-03-31

Filed2026-04-22

CITIGROUP INC

-2.74%

Shares7.8K

Event2026-03-31

Filed2026-04-22

DTE

DTE ENERGY CO

-0.23%

Shares6.0K

Event2026-03-31

Filed2026-04-22

SPGI

S&P GLOBAL INC

New

Shares2.0K

Event2026-03-31

Filed2026-04-22

APH

AMPHENOL CORP

8.05%

Shares6.7K

Event2026-03-31

Filed2026-04-22

CSCO

CISCO SYS INC

47.20%

Shares10.7K

Event2026-03-31

Filed2026-04-22

LNG

CHENIERE ENERGY INC

New

Shares2.9K

Event2026-03-31

Filed2026-04-22

VOE

VANGUARD INDEX FDS

New

Shares4.5K

Event2026-03-31

Filed2026-04-22

ALTRIA GROUP INC

-0.64%

Shares12.4K

Event2026-03-31

Filed2026-04-22

BOXX

EA SERIES TRUST

New

Shares6.9K

Event2026-03-31

Filed2026-04-22

DOMINION ENERGY INC

-1.82%

Shares12.9K

Event2026-03-31

Filed2026-04-22

JBHT

HUNT J B TRANS SVCS INC

5.15%

Shares3.8K

Event2026-03-31

Filed2026-04-22

VTR

VENTAS INC

-5.18%

Shares9.7K

Event2026-03-31

Filed2026-04-22

EFA

ISHARES TR

0.00%

Shares8.2K

Event2026-03-31

Filed2026-04-22

NEM

NEWMONT CORP

-0.33%

Shares7.2K

Event2026-03-31

Filed2026-04-22

CRWD

CROWDSTRIKE HLDGS INC

-1.76%

Shares2.0K

Event2026-03-31

Filed2026-04-22

IJH

ISHARES TR

-0.36%

Shares11.2K

Event2026-03-31

Filed2026-04-22

VBR

VANGUARD INDEX FDS

New

Shares3.4K

Event2026-03-31

Filed2026-04-22

REGL

PROSHARES TR

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-22

PYPL

PAYPAL HLDGS INC

31.82%

Shares15.5K

Event2026-03-31

Filed2026-04-22

ADBE

ADOBE INC

40.05%

Shares2.9K

Event2026-03-31

Filed2026-04-22

ILMN

ILLUMINA INC

-8.08%

Shares5.6K

Event2026-03-31

Filed2026-04-22

DAL

DELTA AIR LINES INC

8.32%

Shares10.4K

Event2026-03-31

Filed2026-04-22

UNH

UNITEDHEALTH GROUP INC

5.25%

Shares2.5K

Event2026-03-31

Filed2026-04-22

SHM

SPDR SERIES TRUST

0.00%

Shares14.0K

Event2026-03-31

Filed2026-04-22

NOW

SERVICENOW INC

80.60%

Shares6.4K

Event2026-03-31

Filed2026-04-22

WDC

WESTERN DIGITAL CORP

6.69%

Shares2.5K

Event2026-03-31

Filed2026-04-22

AMP

AMERIPRISE FINL INC

4.88%

Shares1.5K

Event2026-03-31

Filed2026-04-22

MSI

MOTOROLA SOLUTIONS INC

3.57%

Shares1.5K

Event2026-03-31

Filed2026-04-22

COF

CAPITAL ONE FINL CORP

-24.80%

Shares3.5K

Event2026-03-31

Filed2026-04-22

TGT

TARGET CORP

9.24%

Shares5.3K

Event2026-03-31

Filed2026-04-22

TLN

TALEN ENERGY CORP

-0.10%

Shares2.0K

Event2026-03-31

Filed2026-04-22

MASTERCARD INCORPORATED

-3.49%

Shares1.2K

Event2026-03-31

Filed2026-04-22

NEE

NEXTERA ENERGY INC

-1.61%

Shares6.7K

Event2026-03-31

Filed2026-04-22

UPS

UNITED PARCEL SVCS INC

-5.28%

Shares6.2K

Event2026-03-31

Filed2026-04-22

DELL

DELL TECHNOLOGIES INC

-2.20%

Shares3.6K

Event2026-03-31

Filed2026-04-22

TER

TERADYNE INC

42.05%

Shares2.0K

Event2026-03-31

Filed2026-04-22

CENCORA INC

-0.27%

Shares1.9K

Event2026-03-31

Filed2026-04-22

LAM RESEARCH CORP

11.97%

Shares2.7K

Event2026-03-31

Filed2026-04-22

XMMO

INVESCO EXCHANGE TRADED FD T

5.80%

Shares4.0K

Event2026-03-31

Filed2026-04-22

VRSN

VERISIGN INC

-35.98%

Shares2.3K

Event2026-03-31

Filed2026-04-22

CQP

CHENIERE ENERGY PARTNERS L P

New

Shares8.8K

Event2026-03-31

Filed2026-04-22

EME

EMCOR GROUP INC

57.29%

Shares766

Event2026-03-31

Filed2026-04-22

VLO

VALERO ENERGY CORP

-1.04%

Shares2.3K

Event2026-03-31

Filed2026-04-22

ISRG

INTUITIVE SURGICAL INC

8.44%

Shares1.2K

Event2026-03-31

Filed2026-04-22

SYY

SYSCO CORP

New

Shares7.9K

Event2026-03-31

Filed2026-04-22

ENB

ENBRIDGE INC

0.00%

Shares10.3K

Event2026-03-31

Filed2026-04-22

DOLLAR GEN CORP

3.48%

Shares4.6K

Event2026-03-31

Filed2026-04-22

AMD

ADVANCED MICRO DEVICES INC

15.30%

Shares2.7K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

New

Shares2.1K

Event2026-03-31

Filed2026-04-22

MKTX

MARKETAXESS HLDGS INC

-2.34%

Shares3.3K

Event2026-03-31

Filed2026-04-22

LNT

ALLIANT ENERGY CORP

2.11%

Shares7.4K

Event2026-03-31

Filed2026-04-22

NTRA

NATERA INC

-6.49%

Shares2.6K

Event2026-03-31

Filed2026-04-22

INCY

INCYTE CORP

-0.59%

Shares5.6K

Event2026-03-31

Filed2026-04-22

IWS

ISHARES TR

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-22

HII

HUNTINGTON INGALLS INDS INC

0.15%

Shares1.4K

Event2026-03-31

Filed2026-04-22

SNOW

SNOWFLAKE INC

3.25%

Shares3.4K

Event2026-03-31

Filed2026-04-22

NBIX

NEUROCRINE BIOSCIENCES INC

2.83%

Shares3.9K

Event2026-03-31

Filed2026-04-22

PNFP

PINNACLE FINL PARTNERS INC

4.12%

Shares5.9K

Event2026-03-31

Filed2026-04-22

PLD

PROLOGIS INC.

0.87%

Shares3.8K

Event2026-03-31

Filed2026-04-22

SCHW

SCHWAB CHARLES CORP

0.09%

Shares5.4K

Event2026-03-31

Filed2026-04-22

JCI

JOHNSON CONTROLS INTERNATION

14.83%

Shares3.8K

Event2026-03-31

Filed2026-04-22

UBER

UBER TECHNOLOGIES INC

1.52%

Shares7.0K

Event2026-03-31

Filed2026-04-22

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares810

Event2026-03-31

Filed2026-04-22

EFX

EQUIFAX INC

New

Shares2.7K

Event2026-03-31

Filed2026-04-22

BURL

BURLINGTON STORES INC

New

Shares1.5K

Event2026-03-31

Filed2026-04-22

APP

APPLOVIN CORP

-2.14%

Shares1.2K

Event2026-03-31

Filed2026-04-22

PFE

PFIZER INC

-8.45%

Shares17.5K

Event2026-03-31

Filed2026-04-22

INTU

INTUIT

23.83%

Shares1.1K

Event2026-03-31

Filed2026-04-22

EXPE

EXPEDIA GROUP INC

-43.24%

Shares2.1K

Event2026-03-31

Filed2026-04-22

EXEL

EXELIXIS INC

-11.28%

Shares11.3K

Event2026-03-31

Filed2026-04-22

EVERSOURCE ENERGY

18.63%

Shares7.0K

Event2026-03-31

Filed2026-04-22

BWA

BORGWARNER INC

-0.42%

Shares8.8K

Event2026-03-31

Filed2026-04-22

TPR

TAPESTRY INC

0.54%

Shares3.4K

Event2026-03-31

Filed2026-04-22

CMG

CHIPOTLE MEXICAN GRILL INC

-18.34%

Shares14.7K

Event2026-03-31

Filed2026-04-22

TMO

THERMO FISHER SCIENTIFIC INC

6.08%

Shares959

Event2026-03-31

Filed2026-04-22

TRANE TECHNOLOGIES PLC

-10.63%

Shares1.1K

Event2026-03-31

Filed2026-04-22

HAL

HALLIBURTON CO

1.61%

Shares11.9K

Event2026-03-31

Filed2026-04-22

TXT

TEXTRON INC

1.30%

Shares5.3K

Event2026-03-31

Filed2026-04-22

JMBS

JANUS DETROIT STR TR

-13.94%

Shares10.2K

Event2026-03-31

Filed2026-04-22

PWR

QUANTA SVCS INC

0.72%

Shares835

Event2026-03-31

Filed2026-04-22

AVDE

AMERICAN CENTY ETF TR

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-22

TSM

TAIWAN SEMICONDUCTOR MANUFAC

14.63%

Shares1.3K

Event2026-03-31

Filed2026-04-22

ALCOA CORP

6.47%

Shares6.8K

Event2026-03-31

Filed2026-04-22

MEDP

MEDPACE HLDGS INC

-31.78%

Shares934

Event2026-03-31

Filed2026-04-22

DFSE

DIMENSIONAL ETF TRUST

3.30%

Shares10.6K

Event2026-03-31

Filed2026-04-22

IWR

ISHARES TR

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-22

FIVE

FIVE BELOW INC

20.02%

Shares1.9K

Event2026-03-31

Filed2026-04-22

VTI

VANGUARD INDEX FDS

New

Shares1.4K

Event2026-03-31

Filed2026-04-22

EUFN

ISHARES TR

0.00%

Shares12.7K

Event2026-03-31

Filed2026-04-22

AGILENT TECHNOLOGIES INC

39.96%

Shares3.9K

Event2026-03-31

Filed2026-04-22

AXS

AXIS CAP HLDGS LTD

-0.44%

Shares4.3K

Event2026-03-31

Filed2026-04-22

GLW

CORNING INC

8.20%

Shares3.2K

Event2026-03-31

Filed2026-04-22

PROSPERITY BANCSHARES INC

-0.41%

Shares6.5K

Event2026-03-31

Filed2026-04-22

MLI

MUELLER INDS INC

6.13%

Shares3.9K

Event2026-03-31

Filed2026-04-22

SPSM

SPDR SERIES TRUST

0.00%

Shares9.0K

Event2026-03-31

Filed2026-04-22

RGLD

ROYAL GOLD INC

0.12%

Shares1.7K

Event2026-03-31

Filed2026-04-22

NKE

NIKE INC

8.61%

Shares8.2K

Event2026-03-31

Filed2026-04-22

ZOOM COMMUNICATIONS INC

-54.33%

Shares5.4K

Event2026-03-31

Filed2026-04-22

VTV

VANGUARD INDEX FDS

New

Shares2.2K

Event2026-03-31

Filed2026-04-22

PIPR

PIPER SANDLER COMPANIES

307.58%

Shares5.6K

Event2026-03-31

Filed2026-04-22

NTNX

NUTANIX INC

98.64%

Shares11.2K

Event2026-03-31

Filed2026-04-22

IJK

ISHARES TR

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-22

TSN

TYSON FOODS INC

5.61%

Shares6.6K

Event2026-03-31

Filed2026-04-22

MSEX

MIDDLESEX WTR CO

-0.98%

Shares8.1K

Event2026-03-31

Filed2026-04-22

NYT

NEW YORK TIMES CO MTN BE

7.24%

Shares5.0K

Event2026-03-31

Filed2026-04-22

DHR

DANAHER CORP DEL

-17.33%

Shares2.2K

Event2026-03-31

Filed2026-04-22

BMRN

BIOMARIN PHARMACEUTICAL INC

3.82%

Shares7.3K

Event2026-03-31

Filed2026-04-22

ARCC

ARES CAPITAL CORP

0.00%

Shares23.0K

Event2026-03-31

Filed2026-04-22

KKR & CO INC

8.01%

Shares4.4K

Event2026-03-31

Filed2026-04-22

TRV

TRAVELERS COMPANIES INC

25.52%

Shares1.4K

Event2026-03-31

Filed2026-04-22

ENS

ENERSYS

New

Shares2.3K

Event2026-03-31

Filed2026-04-22

MATCH GROUP INC NEW

21.00%

Shares13.2K

Event2026-03-31

Filed2026-04-22

LECO

LINCOLN ELEC HLDGS INC

2.33%

Shares1.6K

Event2026-03-31

Filed2026-04-22

STIFEL FINL CORP

91.29%

Shares5.5K

Event2026-03-31

Filed2026-04-22

BANK NEW YORK MELLON CORP

3.79%

Shares3.4K

Event2026-03-31

Filed2026-04-22

SEAGATE TECHNOLOGY HLDNGS PL

2.31%

Shares1.0K

Event2026-03-31

Filed2026-04-22

SCHF

SCHWAB STRATEGIC TR

New

Shares16.1K

Event2026-03-31

Filed2026-04-22

TXRH

TEXAS ROADHOUSE INC

41.22%

Shares2.4K

Event2026-03-31

Filed2026-04-22

ADI

ANALOG DEVICES INC

3.15%

Shares1.2K

Event2026-03-31

Filed2026-04-22

DVN

DEVON ENERGY CORP NEW

-3.49%

Shares7.9K

Event2026-03-31

Filed2026-04-22

BIIB

BIOGEN INC

2.10%

Shares2.1K

Event2026-03-31

Filed2026-04-22

NULG

NUSHARES ETF TR

8.21%

Shares4.3K

Event2026-03-31

Filed2026-04-22

LOW

LOWES COS INC

0.80%

Shares1.6K

Event2026-03-31

Filed2026-04-22

DTM

DT MIDSTREAM INC

-0.49%

Shares2.9K

Event2026-03-31

Filed2026-04-22

ACGL

ARCH CAP GROUP LTD

-7.63%

Shares4.0K

Event2026-03-31

Filed2026-04-22

UTHR

UNITED THERAPEUTICS CORP DEL

-34.60%

Shares637

Event2026-03-31

Filed2026-04-22

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

15.54%

Shares1.9K

Event2026-03-31

Filed2026-04-22

CURTISS WRIGHT CORP

12.11%

Shares546

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

New

Shares1.3K

Event2026-03-31

Filed2026-04-22

THE CIGNA GROUP

37.12%

Shares1.4K

Event2026-03-31

Filed2026-04-22

AVA

AVISTA CORP

3.39%

Shares9.0K

Event2026-03-31

Filed2026-04-22

ESGV

VANGUARD WORLD FD

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-22

QQQM

INVESCO EXCH TRADED FD TR II

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-22

ITT INC

New

Shares1.9K

Event2026-03-31

Filed2026-04-22

AT&T INC

-7.64%

Shares12.3K

Event2026-03-31

Filed2026-04-22

OMC

OMNICOM GROUP INC

50.77%

Shares4.6K

Event2026-03-31

Filed2026-04-22

EXE

EXPAND ENERGY CORPORATION

New

Shares3.2K

Event2026-03-31

Filed2026-04-22

CHWY

CHEWY INC

62.20%

Shares12.8K

Event2026-03-31

Filed2026-04-22

MOH

MOLINA HEALTHCARE INC

New

Shares2.6K

Event2026-03-31

Filed2026-04-22

ESS

ESSEX PPTY TR INC

-3.41%

Shares1.4K

Event2026-03-31

Filed2026-04-22

XLG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-22

VIK

VIKING HOLDINGS LTD

58.15%

Shares4.6K

Event2026-03-31

Filed2026-04-22

KMX

CARMAX INC

New

Shares8.0K

Event2026-03-31

Filed2026-04-22

OXY

OCCIDENTAL PETE CORP

New

Shares5.1K

Event2026-03-31

Filed2026-04-22

CFG

CITIZENS FINL GROUP INC

5.67%

Shares5.5K

Event2026-03-31

Filed2026-04-22

IBB

ISHARES TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-22

JHG

JANUS HENDERSON GROUP PLC

10.82%

Shares6.4K

Event2026-03-31

Filed2026-04-22

TXN

TEXAS INSTRS INC

14.09%

Shares1.7K

Event2026-03-31

Filed2026-04-22

LITE

LUMENTUM HLDGS INC

New

Shares464

Event2026-03-31

Filed2026-04-22

RBLX

ROBLOX CORP

-46.48%

Shares5.6K

Event2026-03-31

Filed2026-04-22

RGA

REINSURANCE GROUP AMER INC

12.76%

Shares1.6K

Event2026-03-31

Filed2026-04-22

EZU

ISHARES INC

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-22

IWF

ISHARES TR

-14.22%

Shares742

Event2026-03-31

Filed2026-04-22

TRADEWEB MKTS INC

29.86%

Shares2.7K

Event2026-03-31

Filed2026-04-22

GOLDMAN SACHS GROUP INC

-8.08%

Shares364

Event2026-03-31

Filed2026-04-22

CONSOLIDATED EDISON INC

0.48%

Shares2.7K

Event2026-03-31

Filed2026-04-22

CRANE COMPANY

-1.80%

Shares1.8K

Event2026-03-31

Filed2026-04-22

SYK

STRYKER CORPORATION

New

Shares934

Event2026-03-31

Filed2026-04-22

BKNG

BOOKING HOLDINGS INC

-44.19%

Shares72

Event2026-03-31

Filed2026-04-22

KDP

KEURIG DR PEPPER INC

-36.21%

Shares11.5K

Event2026-03-31

Filed2026-04-22

NOC

NORTHROP GRUMMAN CORP

10.89%

Shares438

Event2026-03-31

Filed2026-04-22

TOL

TOLL BROTHERS INC

-2.84%

Shares2.2K

Event2026-03-31

Filed2026-04-22

AVY

AVERY DENNISON CORP

-5.34%

Shares1.7K

Event2026-03-31

Filed2026-04-22

CPRT

COPART INC

New

Shares8.9K

Event2026-03-31

Filed2026-04-22

ROM

PROSHARES TR

-21.88%

Shares3.8K

Event2026-03-31

Filed2026-04-22

ASTS

AST SPACEMOBILE INC

0.23%

Shares3.5K

Event2026-03-31

Filed2026-04-22

TKO

TKO GROUP HOLDINGS INC

New

Shares1.5K

Event2026-03-31

Filed2026-04-22

AGG

ISHARES TR

1.55%

Shares3.0K

Event2026-03-31

Filed2026-04-22

DECK

DECKERS OUTDOOR CORP

New

Shares2.9K

Event2026-03-31

Filed2026-04-22

CARR

CARRIER GLOBAL CORPORATION

20.07%

Shares5.2K

Event2026-03-31

Filed2026-04-22

CVS

CVS HEALTH CORP

-0.54%

Shares4.1K

Event2026-03-31

Filed2026-04-22

ULTA

ULTA BEAUTY INC

6.36%

Shares552

Event2026-03-31

Filed2026-04-22

PPG

PPG INDS INC

3.68%

Shares2.7K

Event2026-03-31

Filed2026-04-22

RALPH LAUREN CORP

5.21%

Shares828

Event2026-03-31

Filed2026-04-22

KHC

KRAFT HEINZ CO

New

Shares12.5K

Event2026-03-31

Filed2026-04-22

ALLE

ALLEGION PLC

-2.23%

Shares1.9K

Event2026-03-31

Filed2026-04-22

GENPACT LIMITED

29.74%

Shares7.5K

Event2026-03-31

Filed2026-04-22

LVS

LAS VEGAS SANDS CORP

-42.91%

Shares5.2K

Event2026-03-31

Filed2026-04-22

DDOG

DATADOG INC

20.19%

Shares2.4K

Event2026-03-31

Filed2026-04-22

GILD

GILEAD SCIENCES INC

17.72%

Shares2.0K

Event2026-03-31

Filed2026-04-22

ALGN

ALIGN TECHNOLOGY INC

0.88%

Shares1.6K

Event2026-03-31

Filed2026-04-22

TTC

TORO CO

New

Shares2.9K

Event2026-03-31

Filed2026-04-22

AVEM

AMERICAN CENTY ETF TR

5.23%

Shares3.4K

Event2026-03-31

Filed2026-04-22

IRM

IRON MTN INC DEL

New

Shares2.7K

Event2026-03-31

Filed2026-04-22

ARMK

ARAMARK

6.89%

Shares6.7K

Event2026-03-31

Filed2026-04-22

ACCENTURE PLC IRELAND

-66.94%

Shares1.4K

Event2026-03-31

Filed2026-04-22

BDX

BECTON DICKINSON & CO

5.87%

Shares1.7K

Event2026-03-31

Filed2026-04-22

MSCI

MSCI INC

20.05%

Shares497

Event2026-03-31

Filed2026-04-22

THC

TENET HEALTHCARE CORP

-27.22%

Shares1.4K

Event2026-03-31

Filed2026-04-22

APA CORPORATION

New

Shares6.3K

Event2026-03-31

Filed2026-04-22

HPE

HEWLETT PACKARD ENTERPRISE C

4.08%

Shares11.2K

Event2026-03-31

Filed2026-04-22

PZA

INVESCO EXCH TRADED FD TR II

20.45%

Shares11.5K

Event2026-03-31

Filed2026-04-22

FITB

FIFTH THIRD BANCORP

10.25%

Shares5.7K

Event2026-03-31

Filed2026-04-22

AMT

AMERICAN TOWER CORP

-43.10%

Shares1.5K

Event2026-03-31

Filed2026-04-22

LULU

LULULEMON ATHLETICA INC

New

Shares1.7K

Event2026-03-31

Filed2026-04-22

XLK

SELECT SECTOR SPDR TR

1.31%

Shares1.9K

Event2026-03-31

Filed2026-04-22

PKG

PACKAGING CORP AMER

-0.41%

Shares1.2K

Event2026-03-31

Filed2026-04-22

TFC

TRUIST FINL CORP

-0.62%

Shares5.6K

Event2026-03-31

Filed2026-04-22

MDB

MONGODB INC

51.60%

Shares1.0K

Event2026-03-31

Filed2026-04-22

IXC

ISHARES TR

New

Shares4.4K

Event2026-03-31

Filed2026-04-22

EVR

EVERCORE INC

1.55%

Shares850

Event2026-03-31

Filed2026-04-22

WEX

WEX INC

New

Shares1.6K

Event2026-03-31

Filed2026-04-22

MHK

MOHAWK INDS INC

New

Shares2.6K

Event2026-03-31

Filed2026-04-22

NTAP

NETAPP INC

-11.70%

Shares2.5K

Event2026-03-31

Filed2026-04-22

HOOD

ROBINHOOD MKTS INC

-17.60%

Shares3.6K

Event2026-03-31

Filed2026-04-22

VUG

VANGUARD INDEX FDS

New

Shares564

Event2026-03-31

Filed2026-04-22

MTZ

MASTEC INC

New

Shares763

Event2026-03-31

Filed2026-04-22

FIS

FIDELITY NATL INFORMATION SV

New

Shares5.2K

Event2026-03-31

Filed2026-04-22

BPOP

POPULAR INC

1.00%

Shares1.8K

Event2026-03-31

Filed2026-04-22

AKAM

AKAMAI TECHNOLOGIES INC

New

Shares2.1K

Event2026-03-31

Filed2026-04-22

WASTE MGMT INC DEL

1.15%

Shares1.1K

Event2026-03-31

Filed2026-04-22

DAR

DARLING INGREDIENTS INC

New

Shares3.9K

Event2026-03-31

Filed2026-04-22

LPLA

LPL FINL HLDGS INC

New

Shares801

Event2026-03-31

Filed2026-04-22

MEDTRONIC PLC

-28.06%

Shares2.8K

Event2026-03-31

Filed2026-04-22

KEY

KEYCORP

9.27%

Shares11.9K

Event2026-03-31

Filed2026-04-22

CMCSA

COMCAST CORP NEW

New

Shares8.3K

Event2026-03-31

Filed2026-04-22

FEDERAL RLTY INVT TR NEW

-8.91%

Shares2.2K

Event2026-03-31

Filed2026-04-22

CIEN

CIENA CORP

New

Shares605

Event2026-03-31

Filed2026-04-22

SCHC

SCHWAB STRATEGIC TR

-76.40%

Shares5.0K

Event2026-03-31

Filed2026-04-22

HAS

HASBRO INC

0.20%

Shares2.5K

Event2026-03-31

Filed2026-04-22

POR

PORTLAND GEN ELEC CO

5.80%

Shares4.4K

Event2026-03-31

Filed2026-04-22

SITE

SITEONE LANDSCAPE SUPPLY INC

New

Shares1.7K

Event2026-03-31

Filed2026-04-22

IJR

ISHARES TR

-5.17%

Shares1.9K

Event2026-03-31

Filed2026-04-22

CNH

CNH INDL N V

36.29%

Shares21.1K

Event2026-03-31

Filed2026-04-22

HUBBELL INC

1.73%

Shares471

Event2026-03-31

Filed2026-04-22

MASI

MASIMO CORP

New

Shares1.3K

Event2026-03-31

Filed2026-04-22

VFC

V F CORP

New

Shares13.4K

Event2026-03-31

Filed2026-04-22

AXTA

AXALTA COATING SYS LTD

5.25%

Shares8.1K

Event2026-03-31

Filed2026-04-22

CCK

CROWN HLDGS INC

-9.07%

Shares2.2K

Event2026-03-31

Filed2026-04-22

ATI

ATI INC

New

Shares1.5K

Event2026-03-31

Filed2026-04-22

NTRS

NORTHERN TR CORP

New

Shares1.6K

Event2026-03-31

Filed2026-04-22

DOV

DOVER CORP

New

Shares1.0K

Event2026-03-31

Filed2026-04-22

ORI

OLD REP INTL CORP

-12.73%

Shares5.4K

Event2026-03-31

Filed2026-04-22

GAP

GAP INC

-5.11%

Shares8.9K

Event2026-03-31

Filed2026-04-22

DINO

HF SINCLAIR CORP

New

Shares3.4K

Event2026-03-31

Filed2026-04-22

HST

HOST HOTELS & RESORTS INC

10.56%

Shares11.2K

Event2026-03-31

Filed2026-04-22

QCOM

QUALCOMM INC

-36.48%

Shares1.7K

Event2026-03-31

Filed2026-04-22

IVZ

INVESCO LTD

10.19%

Shares8.7K

Event2026-03-31

Filed2026-04-22

ADT

ADT INC DEL

-43.24%

Shares32.0K

Event2026-03-31

Filed2026-04-22

ROCKET LAB CORP

2.45%

Shares3.3K

Event2026-03-31

Filed2026-04-22

BKH

BLACK HILLS CORP

-3.62%

Shares3.0K

Event2026-03-31

Filed2026-04-22

FLS

FLOWSERVE CORP

New

Shares2.8K

Event2026-03-31

Filed2026-04-22

MLM

MARTIN MARIETTA MATLS INC

-17.65%

Shares350

Event2026-03-31

Filed2026-04-22

EBAY

EBAY INC.

New

Shares2.3K

Event2026-03-31

Filed2026-04-22

BBWI

BATH & BODY WORKS INC

New

Shares11.0K

Event2026-03-31

Filed2026-04-22

HLT

HILTON WORLDWIDE HLDGS INC

New

Shares671

Event2026-03-31

Filed2026-04-22

LIBERTY MEDIA CORP DEL

New

Shares2.4K

Event2026-03-31

Filed2026-04-22

HBAN

HUNTINGTON BANCSHARES INC

-0.54%

Shares12.8K

Event2026-03-31

Filed2026-04-22

SOUTHERN CO

New

Shares2.1K

Event2026-03-31

Filed2026-04-22

ETHA

ISHARES ETHEREUM TR

-96.35%

Shares12.4K

Event2026-03-31

Filed2026-04-22

SENTINELONE INC

15.65%

Shares13.0K

Event2026-03-31

Filed2026-04-22

LYFT

LYFT INC

-64.38%

Shares11.2K

Event2026-03-31

Filed2026-04-22

FLO

FLOWERS FOODS INC

New

Shares17.3K

Event2026-03-31

Filed2026-04-22

LIBERTY GLOBAL LTD

-28.13%

Shares11.4K

Event2026-03-31

Filed2026-04-22

VLY

VALLEY NATL BANCORP

New

Shares10.8K

Event2026-03-31

Filed2026-04-22

OWL

BLUE OWL CAPITAL INC

New

Shares14.2K

Event2026-03-31

Filed2026-04-22

FORD MTR CO

-36.74%

Shares10.8K

Event2026-03-31

Filed2026-04-22

NRO

NEUBERGER R/EST SECS INC FD

0.00%

Shares33.3K

Event2026-03-31

Filed2026-04-22

MPW

MEDICAL PROPERTIES TRUST INC

-23.80%

Shares18.5K

Event2026-03-31

Filed2026-04-22

CCC

CCC INTELLIGENT SOLUTIONS HL

New

Shares10.2K

Event2026-03-31

Filed2026-04-22

NWL

NEWELL BRANDS INC

New

Shares15.2K

Event2026-03-31

Filed2026-04-22

FATE

FATE THERAPEUTICS INC

17.15%

Shares16.5K

Event2026-03-31

Filed2026-04-22

BYND

BEYOND MEAT INC

New

Shares17.9K

Event2026-03-31

Filed2026-04-22

RXT

RACKSPACE TECHNOLOGY INC

New

Shares11.1K

Event2026-03-31

Filed2026-04-22

ALIT

ALIGHT INC

New

Shares17.8K

Event2026-03-31

Filed2026-04-22

Call Option Holdings

LFST Call CallLIFESTANCE HEALTH GROUP INC10.0K sharesnew addition2026-03-312026-04-22

LFST Call

LIFESTANCE HEALTH GROUP INC

New

Shares10.0K

Event2026-03-31

Filed2026-04-22

Put Option Holdings

No put option holdings data available