The Analysis of PARK AVENUE SECURITIES LLC's Holdings & P&L


Currently, PARK AVENUE SECURITIES LLC holds 1517 types of securities in its portfolio with a total value $12.8M. In the most recent quarter, they have increased their positions in DYNF (+7.5M shares, valued at $434.3K), EFG (+1.8M shares, valued at $202.3K), NVDA (+1.1M shares, valued at $190.9K); decreased their positions in OEF (-969.7K shares, valued at $308.4K), ITA (-407.1K shares, valued at $89.1K), N/A (-968.5K shares, valued at $85.4K); initiated new positions in DYNF (+7.5M shares, valued at $434.3K), NVDA (+1.1M shares, valued at $190.9K), THRO (+4.9M shares, valued at $179.0K).


1M P&L
+484.9M+3.69%
3M P&L
+524.1M+4.00%
HY P&L
+1.2B+9.92%

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/A9.7M
79.3%
2Semiconductors277.3K
2.3%
3Software - Infrastructure173.1K
1.4%

Top Industries by Stock Count

1N/A653 stocks
45.3%
2Software - Application34 stocks
2.4%
3Banks - Regional33 stocks
2.3%
Stock Holdings
IVV
ISHARES TR
31.25%
Shares1.2M
Event2026-03-31
Filed2026-04-07
IVE
ISHARES TR
-10.87%
Shares2.2M
Event2026-03-31
Filed2026-04-07
IVW
ISHARES TR
6.20%
Shares3.9M
Event2026-03-31
Filed2026-04-07
EFV
ISHARES TR
-0.77%
Shares5.9M
Event2026-03-31
Filed2026-04-07
DYNF
BLACKROCK ETF TRUST
New
Shares7.5M
Event2026-03-31
Filed2026-04-07
IUSB
ISHARES TR
4.10%
Shares9.0M
Event2026-03-31
Filed2026-04-07
IEMG
ISHARES INC
-8.84%
Shares5.8M
Event2026-03-31
Filed2026-04-07
EFG
ISHARES TR
780.80%
Shares2.0M
Event2026-03-31
Filed2026-04-07
QUAL
ISHARES TR
1.53%
Shares1.1M
Event2026-03-31
Filed2026-04-07
BAI
BLACKROCK ETF TRUST
8.82%
Shares6.2M
Event2026-03-31
Filed2026-04-07
NVDA
NVIDIA CORPORATION
New
Shares1.1M
Event2026-03-31
Filed2026-04-07
THRO
BLACKROCK ETF TRUST
New
Shares4.9M
Event2026-03-31
Filed2026-04-07
MTUM
ISHARES TR
1.61%
Shares722.5K
Event2026-03-31
Filed2026-04-07
TLH
ISHARES TR
-5.97%
Shares1.7M
Event2026-03-31
Filed2026-04-07
AAPL
APPLE INC
8.74%
Shares602.6K
Event2026-03-31
Filed2026-04-07
DFAC
DIMENSIONAL ETF TRUST
7.70%
Shares3.9M
Event2026-03-31
Filed2026-04-07
BLCR
BLACKROCK ETF TRUST
New
Shares3.4M
Event2026-03-31
Filed2026-04-07
GOVT
ISHARES TR
425.10%
Shares5.9M
Event2026-03-31
Filed2026-04-07
MBB
ISHARES TR
0.56%
Shares1.3M
Event2026-03-31
Filed2026-04-07
MUB
ISHARES TR
New
Shares1.1M
Event2026-03-31
Filed2026-04-07
VBR
VANGUARD INDEX FDS
New
Shares517.5K
Event2026-03-31
Filed2026-04-07
MSFT
MICROSOFT CORP
4.17%
Shares290.7K
Event2026-03-31
Filed2026-04-07
IAGG
ISHARES TR
10.12%
Shares2.0M
Event2026-03-31
Filed2026-04-07
SCHG
SCHWAB STRATEGIC TR
-6.40%
Shares3.4M
Event2026-03-31
Filed2026-04-07
BDYN
BLACKROCK ETF TRUST
8.84%
Shares3.8M
Event2026-03-31
Filed2026-04-07
DUHP
DIMENSIONAL ETF TRUST
8.48%
Shares2.5M
Event2026-03-31
Filed2026-04-07
AMZN
AMAZON COM INC
6.78%
Shares434.3K
Event2026-03-31
Filed2026-04-07
AVUS
AMERICAN CENTY ETF TR
10.84%
Shares806.7K
Event2026-03-31
Filed2026-04-07
ALPHABET INC
ALPHABET INC
5.76%
Shares308.0K
Event2026-03-31
Filed2026-04-07
SPYM
SPDR SERIES TRUST
9.05%
Shares1.1M
Event2026-03-31
Filed2026-04-07
BINC
BLACKROCK ETF TRUST II
-9.07%
Shares1.6M
Event2026-03-31
Filed2026-04-07
SPDW
SPDR INDEX SHS FDS
3.06%
Shares1.8M
Event2026-03-31
Filed2026-04-07
VB
VANGUARD INDEX FDS
3.38%
Shares288.4K
Event2026-03-31
Filed2026-04-07
VIG
VANGUARD SPECIALIZED FUNDS
2.85%
Shares346.0K
Event2026-03-31
Filed2026-04-07
VTI
VANGUARD INDEX FDS
1.65%
Shares214.0K
Event2026-03-31
Filed2026-04-07
AGG
ISHARES TR
3.65%
Shares661.5K
Event2026-03-31
Filed2026-04-07
BROADCOM INC
BROADCOM INC
11.81%
Shares198.5K
Event2026-03-31
Filed2026-04-07
DFIS
DIMENSIONAL ETF TRUST
3.10%
Shares1.7M
Event2026-03-31
Filed2026-04-07
AVLV
AMERICAN CENTY ETF TR
-0.86%
Shares710.3K
Event2026-03-31
Filed2026-04-07
META
META PLATFORMS INC
12.84%
Shares99.6K
Event2026-03-31
Filed2026-04-07
LMUB
ISHARES TR
New
Shares1.1M
Event2026-03-31
Filed2026-04-07
VEA
VANGUARD TAX-MANAGED FDS
3.17%
Shares858.2K
Event2026-03-31
Filed2026-04-07
BDVL
BLACKROCK ETF TRUST
2.76%
Shares2.2M
Event2026-03-31
Filed2026-04-07
ISHARES GOLD TR
ISHARES GOLD TR
-62.37%
Shares584.4K
Event2026-03-31
Filed2026-04-07
XLK
SELECT SECTOR SPDR TR
New
Shares379.4K
Event2026-03-31
Filed2026-04-07
AVEM
AMERICAN CENTY ETF TR
6.07%
Shares606.9K
Event2026-03-31
Filed2026-04-07
AVDV
AMERICAN CENTY ETF TR
-2.81%
Shares479.0K
Event2026-03-31
Filed2026-04-07
JPM
JPMORGAN CHASE & CO
0.81%
Shares160.0K
Event2026-03-31
Filed2026-04-07
TSLA
TESLA INC
10.09%
Shares121.9K
Event2026-03-31
Filed2026-04-07
XLF
SELECT SECTOR SPDR TR
-5.27%
Shares835.8K
Event2026-03-31
Filed2026-04-07
DIHP
DIMENSIONAL ETF TRUST
6.12%
Shares1.3M
Event2026-03-31
Filed2026-04-07
VANGUARD INDEX FDS
VANGUARD INDEX FDS
23.65%
Shares67.9K
Event2026-03-31
Filed2026-04-07
IEFA
ISHARES TR
24.94%
Shares440.0K
Event2026-03-31
Filed2026-04-07
DFSD
DIMENSIONAL ETF TRUST
-0.69%
Shares769.7K
Event2026-03-31
Filed2026-04-07
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
6.77%
Shares76.8K
Event2026-03-31
Filed2026-04-07
ACWX
ISHARES TR
86.04%
Shares536.0K
Event2026-03-31
Filed2026-04-07
XLI
SELECT SECTOR SPDR TR
-5.12%
Shares226.6K
Event2026-03-31
Filed2026-04-07
WMT
WALMART INC
2.32%
Shares286.5K
Event2026-03-31
Filed2026-04-07
CVX
CHEVRON CORPORATION
11.17%
Shares169.0K
Event2026-03-31
Filed2026-04-07
SPEM
SPDR INDEX SHS FDS
4.06%
Shares708.0K
Event2026-03-31
Filed2026-04-07
LQD
ISHARES TR
-28.67%
Shares304.1K
Event2026-03-31
Filed2026-04-07
AVLC
AMERICAN CENTY ETF TR
11.48%
Shares425.1K
Event2026-03-31
Filed2026-04-07
EMLC
VANECK ETF TRUST
26.32%
Shares1.3M
Event2026-03-31
Filed2026-04-07
SPTM
SPDR SERIES TRUST
-1.09%
Shares414.1K
Event2026-03-31
Filed2026-04-07
PDBC
INVESCO ACTVELY MNGD ETC FD
-0.53%
Shares1.9M
Event2026-03-31
Filed2026-04-07
DFAE
DIMENSIONAL ETF TRUST
4.99%
Shares945.4K
Event2026-03-31
Filed2026-04-07
BSV
VANGUARD BD INDEX FDS
9.10%
Shares397.0K
Event2026-03-31
Filed2026-04-07
AVDE
AMERICAN CENTY ETF TR
7.82%
Shares366.4K
Event2026-03-31
Filed2026-04-07
LCTU
BLACKROCK ETF TRUST
-8.07%
Shares433.6K
Event2026-03-31
Filed2026-04-07
VTV
VANGUARD INDEX FDS
14.31%
Shares154.4K
Event2026-03-31
Filed2026-04-07
JNJ
JOHNSON & JOHNSON
11.86%
Shares123.1K
Event2026-03-31
Filed2026-04-07
SPTB
SPDR SERIES TRUST
New
Shares985.7K
Event2026-03-31
Filed2026-04-07
V
VISA INC
New
Shares98.5K
Event2026-03-31
Filed2026-04-07
LLY
ELI LILLY & CO
13.92%
Shares32.0K
Event2026-03-31
Filed2026-04-07
IWB
ISHARES TR
2.52%
Shares81.9K
Event2026-03-31
Filed2026-04-07
ESGU
ISHARES TR
-0.15%
Shares205.6K
Event2026-03-31
Filed2026-04-07
XLSR
SSGA ACTIVE TR
3.40%
Shares503.0K
Event2026-03-31
Filed2026-04-07
BIL
SPDR SERIES TRUST
New
Shares305.0K
Event2026-03-31
Filed2026-04-07
VGSH
VANGUARD SCOTTSDALE FDS
7.24%
Shares473.7K
Event2026-03-31
Filed2026-04-07
SCHF
SCHWAB STRATEGIC TR
-6.78%
Shares1.1M
Event2026-03-31
Filed2026-04-07
PLTR
PALANTIR TECHNOLOGIES INC
-6.04%
Shares185.9K
Event2026-03-31
Filed2026-04-07
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
536.12%
Shares140.0K
Event2026-03-31
Filed2026-04-07
VCIT
VANGUARD SCOTTSDALE FDS
36.93%
Shares320.7K
Event2026-03-31
Filed2026-04-07
AVIG
AMERICAN CENTY ETF TR
14.87%
Shares634.1K
Event2026-03-31
Filed2026-04-07
INVESCO QQQ TR
INVESCO QQQ TR
1.52%
Shares44.6K
Event2026-03-31
Filed2026-04-07
NFLX
NETFLIX INC.
8.08%
Shares267.6K
Event2026-03-31
Filed2026-04-07
MA
MASTERCARD INCORPORATED
1.02%
Shares51.0K
Event2026-03-31
Filed2026-04-07
SPTS
SPDR SERIES TRUST
-1.87%
Shares861.2K
Event2026-03-31
Filed2026-04-07
USMV
ISHARES TR
-13.80%
Shares266.9K
Event2026-03-31
Filed2026-04-07
CSCO
CISCO SYS INC
-1.25%
Shares315.1K
Event2026-03-31
Filed2026-04-07
COST
COSTCO WHOLESALE CORPORATION
5.16%
Shares24.1K
Event2026-03-31
Filed2026-04-07
XOM
EXXON MOBIL CORP
6.63%
Shares141.6K
Event2026-03-31
Filed2026-04-07
DFSV
DIMENSIONAL ETF TRUST
17.37%
Shares676.2K
Event2026-03-31
Filed2026-04-07
SMH
VANECK ETF TRUST
21.04%
Shares60.5K
Event2026-03-31
Filed2026-04-07
AVUV
AMERICAN CENTY ETF TR
7.89%
Shares209.8K
Event2026-03-31
Filed2026-04-07
SHYG
ISHARES TR
-0.22%
Shares544.2K
Event2026-03-31
Filed2026-04-07
ABBV
ABBVIE INC
-4.23%
Shares103.9K
Event2026-03-31
Filed2026-04-07
IJR
ISHARES TR
3.12%
Shares176.9K
Event2026-03-31
Filed2026-04-07
VEU
VANGUARD INTL EQUITY INDEX F
19.95%
Shares289.7K
Event2026-03-31
Filed2026-04-07
CAT
CATERPILLAR INC
16.81%
Shares30.1K
Event2026-03-31
Filed2026-04-07
XLV
SELECT SECTOR SPDR TR
-5.89%
Shares142.3K
Event2026-03-31
Filed2026-04-07
GE AEROSPACE
GE AEROSPACE
-1.37%
Shares73.4K
Event2026-03-31
Filed2026-04-07
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-9.11%
Shares61.4K
Event2026-03-31
Filed2026-04-07
IWD
ISHARES TR
0.14%
Shares95.9K
Event2026-03-31
Filed2026-04-07
DSI
ISHARES TR
-5.26%
Shares166.9K
Event2026-03-31
Filed2026-04-07
GLD
SPDR GOLD TR
0.90%
Shares46.6K
Event2026-03-31
Filed2026-04-07
RTX
RTX CORPORATION
20.92%
Shares101.1K
Event2026-03-31
Filed2026-04-07
XLC
SELECT SECTOR SPDR TR
0.47%
Shares172.4K
Event2026-03-31
Filed2026-04-07
ITA
ISHARES TR
-82.71%
Shares85.1K
Event2026-03-31
Filed2026-04-07
IXUS
ISHARES TR
2.37%
Shares214.5K
Event2026-03-31
Filed2026-04-07
BNDX
VANGUARD CHARLOTTE FDS
8.36%
Shares383.9K
Event2026-03-31
Filed2026-04-07
SPYV
SPDR SERIES TRUST
18.69%
Shares323.9K
Event2026-03-31
Filed2026-04-07
SPSM
SPDR SERIES TRUST
-2.56%
Shares375.8K
Event2026-03-31
Filed2026-04-07
SPTI
SPDR SERIES TRUST
2.42%
Shares616.9K
Event2026-03-31
Filed2026-04-07
VZ
VERIZON COMMUNICATIONS INC
8.89%
Shares349.4K
Event2026-03-31
Filed2026-04-07
HD
HOME DEPOT INC
3.42%
Shares52.7K
Event2026-03-31
Filed2026-04-07
LAM RESEARCH CORP
LAM RESEARCH CORP
New
Shares81.0K
Event2026-03-31
Filed2026-04-07
IVLU
ISHARES TR
18.96%
Shares434.5K
Event2026-03-31
Filed2026-04-07
SUSC
ISHARES TR
1.53%
Shares741.8K
Event2026-03-31
Filed2026-04-07
USXF
ISHARES TR
1.56%
Shares310.3K
Event2026-03-31
Filed2026-04-07
MFEM
PIMCO EQUITY SER
0.64%
Shares679.2K
Event2026-03-31
Filed2026-04-07
IEF
ISHARES TR
47.01%
Shares177.2K
Event2026-03-31
Filed2026-04-07
SPTL
SPDR SERIES TRUST
3.39%
Shares635.8K
Event2026-03-31
Filed2026-04-07
DFAS
DIMENSIONAL ETF TRUST
9.10%
Shares233.4K
Event2026-03-31
Filed2026-04-07
T
AT&T INC
8.56%
Shares556.8K
Event2026-03-31
Filed2026-04-07
AVSC
AMERICAN CENTY ETF TR
10.62%
Shares257.9K
Event2026-03-31
Filed2026-04-07
SPMO
INVESCO EXCH TRADED FD TR II
10.42%
Shares142.8K
Event2026-03-31
Filed2026-04-07
PG
PROCTER & GAMBLE CO
-0.98%
Shares110.0K
Event2026-03-31
Filed2026-04-07
HYG
ISHARES TR
13.01%
Shares198.4K
Event2026-03-31
Filed2026-04-07
DGS
WISDOMTREE TR
4.20%
Shares260.4K
Event2026-03-31
Filed2026-04-07
SPAB
SPDR SERIES TRUST
New
Shares609.6K
Event2026-03-31
Filed2026-04-07
DFAT
DIMENSIONAL ETF TRUST
8.72%
Shares249.5K
Event2026-03-31
Filed2026-04-07
DMBS
DOUBLELINE ETF TRUST
0.35%
Shares311.6K
Event2026-03-31
Filed2026-04-07
TJX
TJX COS INC NEW
2.02%
Shares95.9K
Event2026-03-31
Filed2026-04-07
ARISTA NETWORKS INC
ARISTA NETWORKS INC
11.68%
Shares123.9K
Event2026-03-31
Filed2026-04-07
SPDR SERIES TRUST
SPDR SERIES TRUST
12.55%
Shares158.6K
Event2026-03-31
Filed2026-04-07
SPIB
SPDR SERIES TRUST
7.74%
Shares443.7K
Event2026-03-31
Filed2026-04-07
DISV
DIMENSIONAL ETF TRUST
9.19%
Shares367.9K
Event2026-03-31
Filed2026-04-07
ESGE
ISHARES INC
New
Shares313.8K
Event2026-03-31
Filed2026-04-07
MU
MICRON TECHNOLOGY INC
11.13%
Shares42.1K
Event2026-03-31
Filed2026-04-07
SJNK
SPDR SERIES TRUST
10.76%
Shares568.1K
Event2026-03-31
Filed2026-04-07
CITIGROUP INC
CITIGROUP INC
12.60%
Shares124.0K
Event2026-03-31
Filed2026-04-07
DFAU
DIMENSIONAL ETF TRUST
23.00%
Shares307.4K
Event2026-03-31
Filed2026-04-07
VYM
VANGUARD WHITEHALL FDS
-22.82%
Shares93.2K
Event2026-03-31
Filed2026-04-07
JPIE
J P MORGAN EXCHANGE TRADED F
1115.06%
Shares295.8K
Event2026-03-31
Filed2026-04-07
JIRE
J P MORGAN EXCHANGE TRADED F
0.88%
Shares174.5K
Event2026-03-31
Filed2026-04-07
VGIT
VANGUARD SCOTTSDALE FDS
-36.20%
Shares221.8K
Event2026-03-31
Filed2026-04-07
MERCK & CO INC
MERCK & CO INC
32.42%
Shares109.0K
Event2026-03-31
Filed2026-04-07
XLE
SELECT SECTOR SPDR TR
5.30%
Shares212.9K
Event2026-03-31
Filed2026-04-07
IWM
ISHARES TR
-38.51%
Shares52.0K
Event2026-03-31
Filed2026-04-07
AVSF
AMERICAN CENTY ETF TR
New
Shares270.9K
Event2026-03-31
Filed2026-04-07
JQUA
J P MORGAN EXCHANGE TRADED F
1.68%
Shares205.2K
Event2026-03-31
Filed2026-04-07
CERY
SPDR SERIES TRUST
5.29%
Shares353.2K
Event2026-03-31
Filed2026-04-07
VWO
VANGUARD INTL EQUITY INDEX F
9.76%
Shares229.4K
Event2026-03-31
Filed2026-04-07
VOE
VANGUARD INDEX FDS
0.54%
Shares66.9K
Event2026-03-31
Filed2026-04-07
ASML
ASML HLDG NV
-3.25%
Shares9.2K
Event2026-03-31
Filed2026-04-07
SHY
ISHARES TR
64.95%
Shares146.4K
Event2026-03-31
Filed2026-04-07
EFA
ISHARES TR
-4.10%
Shares124.3K
Event2026-03-31
Filed2026-04-07
FISR
SSGA ACTIVE TR
27.55%
Shares468.8K
Event2026-03-31
Filed2026-04-07
SHLD
GLOBAL X FDS
67.55%
Shares169.9K
Event2026-03-31
Filed2026-04-07
LINDE PLC
LINDE PLC
4.29%
Shares24.3K
Event2026-03-31
Filed2026-04-07
BKLN
INVESCO EXCH TRADED FD TR II
-10.21%
Shares588.2K
Event2026-03-31
Filed2026-04-07
PLD
PROLOGIS INC.
New
Shares90.8K
Event2026-03-31
Filed2026-04-07
BND
VANGUARD BD INDEX FDS
8.88%
Shares162.8K
Event2026-03-31
Filed2026-04-07
OEF
ISHARES TR
-96.27%
Shares37.6K
Event2026-03-31
Filed2026-04-07
SYSB
ISHARES TR
1.41%
Shares133.0K
Event2026-03-31
Filed2026-04-07
XLP
SELECT SECTOR SPDR TR
4.43%
Shares143.9K
Event2026-03-31
Filed2026-04-07
SGOV
ISHARES TR
27.05%
Shares116.6K
Event2026-03-31
Filed2026-04-07
SNA
SNAP ON INC
-7.23%
Shares32.1K
Event2026-03-31
Filed2026-04-07
MS
MORGAN STANLEY
2.92%
Shares70.0K
Event2026-03-31
Filed2026-04-07
IYH
ISHARES TR
4.62%
Shares185.1K
Event2026-03-31
Filed2026-04-07
EAGG
ISHARES TR
30.54%
Shares239.8K
Event2026-03-31
Filed2026-04-07
HOOD
ROBINHOOD MKTS INC
7.55%
Shares164.3K
Event2026-03-31
Filed2026-04-07
BAC
BANK AMERICA CORP
New
Shares233.4K
Event2026-03-31
Filed2026-04-07
EMB
ISHARES TR
-63.69%
Shares120.9K
Event2026-03-31
Filed2026-04-07
PH
PARKER-HANNIFIN CORP
-13.50%
Shares12.7K
Event2026-03-31
Filed2026-04-07
GILD
GILEAD SCIENCES INC
-0.70%
Shares80.4K
Event2026-03-31
Filed2026-04-07
IBTL
ISHARES TR
83.42%
Shares541.3K
Event2026-03-31
Filed2026-04-07
AMAT
APPLIED MATLS INC
23.74%
Shares32.1K
Event2026-03-31
Filed2026-04-07
EWJ
ISHARES INC
48.84%
Shares129.6K
Event2026-03-31
Filed2026-04-07
VUG
VANGUARD INDEX FDS
10.69%
Shares25.0K
Event2026-03-31
Filed2026-04-07
SUB
ISHARES TR
20.08%
Shares102.1K
Event2026-03-31
Filed2026-04-07
AMD
ADVANCED MICRO DEVICES INC
23.83%
Shares53.2K
Event2026-03-31
Filed2026-04-07
NEE
NEXTERA ENERGY INC
-1.27%
Shares116.0K
Event2026-03-31
Filed2026-04-07
COWZ
PACER FDS TR
8.70%
Shares170.4K
Event2026-03-31
Filed2026-04-07
DFCF
DIMENSIONAL ETF TRUST
New
Shares251.2K
Event2026-03-31
Filed2026-04-07
GEV
GE VERNOVA INC
3.47%
Shares12.1K
Event2026-03-31
Filed2026-04-07
FNDX
SCHWAB STRATEGIC TR
4.77%
Shares377.5K
Event2026-03-31
Filed2026-04-07
KLAC
KLA CORP
-0.21%
Shares7.1K
Event2026-03-31
Filed2026-04-07
XLB
SELECT SECTOR SPDR TR
-6.53%
Shares209.5K
Event2026-03-31
Filed2026-04-07
WDC
WESTERN DIGITAL CORP
New
Shares38.4K
Event2026-03-31
Filed2026-04-07
VLUE
ISHARES TR
1622.91%
Shares72.7K
Event2026-03-31
Filed2026-04-07
IGIB
ISHARES TR
168.18%
Shares194.1K
Event2026-03-31
Filed2026-04-07
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares52.8K
Event2026-03-31
Filed2026-04-07
ILCG
ISHARES TR
38.38%
Shares105.9K
Event2026-03-31
Filed2026-04-07
GWX
SPDR INDEX SHS FDS
2.53%
Shares237.6K
Event2026-03-31
Filed2026-04-07
SHV
ISHARES TR
243.99%
Shares90.7K
Event2026-03-31
Filed2026-04-07
AMGN
AMGEN INC
-9.57%
Shares28.0K
Event2026-03-31
Filed2026-04-07
CB
CHUBB LTD SWITZ
16.25%
Shares29.8K
Event2026-03-31
Filed2026-04-07
INTC
INTEL CORP
58.32%
Shares217.3K
Event2026-03-31
Filed2026-04-07
ORCL
ORACLE CORP
9.10%
Shares65.1K
Event2026-03-31
Filed2026-04-07
IBTJ
ISHARES TR
70.69%
Shares436.6K
Event2026-03-31
Filed2026-04-07
EVUS
ISHARES TR
-10.64%
Shares295.8K
Event2026-03-31
Filed2026-04-07
ESGD
ISHARES TR
6.24%
Shares98.5K
Event2026-03-31
Filed2026-04-07
VONG
VANGUARD SCOTTSDALE FDS
34.13%
Shares85.5K
Event2026-03-31
Filed2026-04-07
COF
CAPITAL ONE FINL CORP
-14.73%
Shares51.4K
Event2026-03-31
Filed2026-04-07
LMT
LOCKHEED MARTIN CORP
-23.22%
Shares15.4K
Event2026-03-31
Filed2026-04-07
VO
VANGUARD INDEX FDS
8.13%
Shares32.4K
Event2026-03-31
Filed2026-04-07
NBIS
NEBIUS GROUP N.V.
27.26%
Shares88.8K
Event2026-03-31
Filed2026-04-07
JCI
JOHNSON CONTROLS INTERNATION
New
Shares70.2K
Event2026-03-31
Filed2026-04-07
CAH
CARDINAL HEALTH INC
-7.14%
Shares43.4K
Event2026-03-31
Filed2026-04-07
IWS
ISHARES TR
-11.27%
Shares62.8K
Event2026-03-31
Filed2026-04-07
MCD
MCDONALDS CORP
0.89%
Shares29.3K
Event2026-03-31
Filed2026-04-07
RING
ISHARES INC
-6.05%
Shares115.3K
Event2026-03-31
Filed2026-04-07
DCOR
DIMENSIONAL ETF TRUST
11.54%
Shares124.9K
Event2026-03-31
Filed2026-04-07
BLACKROCK INC
BLACKROCK INC
-15.96%
Shares9.3K
Event2026-03-31
Filed2026-04-07
MEDTRONIC PLC
MEDTRONIC PLC
New
Shares103.2K
Event2026-03-31
Filed2026-04-07
VRP
INVESCO EXCH TRADED FD TR II
-12.70%
Shares365.6K
Event2026-03-31
Filed2026-04-07
KO
COCA COLA CO
4.93%
Shares115.0K
Event2026-03-31
Filed2026-04-07
APH
AMPHENOL CORP
-14.17%
Shares68.2K
Event2026-03-31
Filed2026-04-07
GRID
FIRST TR EXCHANGE-TRADED FD
23.91%
Shares52.5K
Event2026-03-31
Filed2026-04-07
DFGP
DIMENSIONAL ETF TRUST
19.65%
Shares158.9K
Event2026-03-31
Filed2026-04-07
BE
BLOOM ENERGY CORP
26.97%
Shares63.2K
Event2026-03-31
Filed2026-04-07
XTEN
BONDBLOXX ETF TRUST
22.46%
Shares186.0K
Event2026-03-31
Filed2026-04-07
TLT
ISHARES TR
New
Shares97.3K
Event2026-03-31
Filed2026-04-07
HWM
HOWMET AEROSPACE INC
14.06%
Shares36.6K
Event2026-03-31
Filed2026-04-07
JBND
J P MORGAN EXCHANGE TRADED F
0.33%
Shares156.4K
Event2026-03-31
Filed2026-04-07
PWR
QUANTA SVCS INC
2.87%
Shares15.2K
Event2026-03-31
Filed2026-04-07
JGLO
J P MORGAN EXCHANGE TRADED F
New
Shares127.3K
Event2026-03-31
Filed2026-04-07
IBM
INTERNATIONAL BUSINESS MACHS
11.67%
Shares33.5K
Event2026-03-31
Filed2026-04-07
DMXF
ISHARES TR
New
Shares107.3K
Event2026-03-31
Filed2026-04-07
UNP
UNION PAC CORP
-4.78%
Shares33.2K
Event2026-03-31
Filed2026-04-07
INTU
INTUIT
10.55%
Shares18.6K
Event2026-03-31
Filed2026-04-07
USB
US BANCORP
-12.51%
Shares153.7K
Event2026-03-31
Filed2026-04-07
CIEN
CIENA CORP
-29.96%
Shares20.6K
Event2026-03-31
Filed2026-04-07
NEM
NEWMONT CORP
0.53%
Shares73.7K
Event2026-03-31
Filed2026-04-07
DGRO
ISHARES TR
0.93%
Shares113.4K
Event2026-03-31
Filed2026-04-07
UNH
UNITEDHEALTH GROUP INC
13.48%
Shares29.4K
Event2026-03-31
Filed2026-04-07
IWC
ISHARES TR
New
Shares49.4K
Event2026-03-31
Filed2026-04-07
SCHQ
SCHWAB STRATEGIC TR
-35.80%
Shares249.5K
Event2026-03-31
Filed2026-04-07
VOOG
VANGUARD ADMIRAL FDS INC
-51.40%
Shares19.2K
Event2026-03-31
Filed2026-04-07
ABT
ABBOTT LABORATORIES
-14.87%
Shares75.6K
Event2026-03-31
Filed2026-04-07
ISRG
INTUITIVE SURGICAL INC
-9.70%
Shares16.6K
Event2026-03-31
Filed2026-04-07
DFAX
DIMENSIONAL ETF TRUST
New
Shares223.3K
Event2026-03-31
Filed2026-04-07
NVS
NOVARTIS AG
0.67%
Shares48.9K
Event2026-03-31
Filed2026-04-07
VTEB
VANGUARD MUN BD FDS
-0.04%
Shares148.7K
Event2026-03-31
Filed2026-04-07
PFE
PFIZER INC
10.09%
Shares262.0K
Event2026-03-31
Filed2026-04-07
FBTC
FIDELITY WISE ORIGIN BITCOIN
19.57%
Shares124.6K
Event2026-03-31
Filed2026-04-07
DSTL
ETF SER SOLUTIONS
20.50%
Shares126.6K
Event2026-03-31
Filed2026-04-07
DIS
DISNEY WALT CO
21.83%
Shares75.1K
Event2026-03-31
Filed2026-04-07
AXP
AMERICAN EXPRESS CO
6.19%
Shares23.6K
Event2026-03-31
Filed2026-04-07
SCHD
SCHWAB STRATEGIC TR
New
Shares230.4K
Event2026-03-31
Filed2026-04-07
SOXX
ISHARES TR
-2.06%
Shares21.2K
Event2026-03-31
Filed2026-04-07
XLU
SELECT SECTOR SPDR TR
-7.07%
Shares151.6K
Event2026-03-31
Filed2026-04-07
APP
APPLOVIN CORP
-0.03%
Shares17.4K
Event2026-03-31
Filed2026-04-07
PSX
PHILLIPS 66
-6.38%
Shares38.1K
Event2026-03-31
Filed2026-04-07
EMXC
ISHARES INC
7.84%
Shares87.0K
Event2026-03-31
Filed2026-04-07
AVDS
AMERICAN CENTY ETF TR
11.26%
Shares94.4K
Event2026-03-31
Filed2026-04-07
ITOT
ISHARES TR
1.69%
Shares47.6K
Event2026-03-31
Filed2026-04-07
SMLF
ISHARES TR
81.29%
Shares89.7K
Event2026-03-31
Filed2026-04-07
PANW
PALO ALTO NETWORKS INC
-43.74%
Shares42.1K
Event2026-03-31
Filed2026-04-07
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
-1.07%
Shares57.9K
Event2026-03-31
Filed2026-04-07
VRT
VERTIV HOLDINGS CO
6.39%
Shares26.6K
Event2026-03-31
Filed2026-04-07
TT
TRANE TECHNOLOGIES PLC
-4.91%
Shares16.0K
Event2026-03-31
Filed2026-04-07
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
12.46%
Shares90.8K
Event2026-03-31
Filed2026-04-07
IWR
ISHARES TR
-29.59%
Shares68.1K
Event2026-03-31
Filed2026-04-07
FNDF
SCHWAB STRATEGIC TR
14.70%
Shares134.6K
Event2026-03-31
Filed2026-04-07
PSK
SPDR SERIES TRUST
-55.69%
Shares213.2K
Event2026-03-31
Filed2026-04-07
BK
BANK NEW YORK MELLON CORP
14.46%
Shares54.4K
Event2026-03-31
Filed2026-04-07
MO
ALTRIA GROUP INC
1.12%
Shares94.7K
Event2026-03-31
Filed2026-04-07
PFFD
GLOBAL X FDS
-17.28%
Shares336.6K
Event2026-03-31
Filed2026-04-07
ITM
VANECK ETF TRUST
-0.84%
Shares133.4K
Event2026-03-31
Filed2026-04-07
HCA
HCA HEALTHCARE INC
-5.17%
Shares13.1K
Event2026-03-31
Filed2026-04-07
HSY
HERSHEY CO
-11.36%
Shares29.5K
Event2026-03-31
Filed2026-04-07
DFLV
DIMENSIONAL ETF TRUST
-7.57%
Shares169.3K
Event2026-03-31
Filed2026-04-07
SCHZ
SCHWAB STRATEGIC TR
-7.50%
Shares259.5K
Event2026-03-31
Filed2026-04-07
IGEB
ISHARES TR
-22.22%
Shares133.3K
Event2026-03-31
Filed2026-04-07
MLN
VANECK ETF TRUST
10.77%
Shares343.7K
Event2026-03-31
Filed2026-04-07
NOW
SERVICENOW INC
14.16%
Shares57.1K
Event2026-03-31
Filed2026-04-07
EME
EMCOR GROUP INC
11.76%
Shares8.1K
Event2026-03-31
Filed2026-04-07
SYK
STRYKER CORPORATION
16.82%
Shares18.1K
Event2026-03-31
Filed2026-04-07
CENCORA INC
CENCORA INC
16.65%
Shares18.9K
Event2026-03-31
Filed2026-04-07
PZA
INVESCO EXCH TRADED FD TR II
194.28%
Shares257.4K
Event2026-03-31
Filed2026-04-07
KNG
FIRST TR EXCHANGE-TRADED FD
New
Shares121.0K
Event2026-03-31
Filed2026-04-07
ALAB
ASTERA LABS INC
New
Shares53.1K
Event2026-03-31
Filed2026-04-07
HAS
HASBRO INC
11.09%
Shares62.0K
Event2026-03-31
Filed2026-04-07
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
9.59%
Shares16.7K
Event2026-03-31
Filed2026-04-07
CLOA
BLACKROCK ETF TRUST II
45.58%
Shares110.2K
Event2026-03-31
Filed2026-04-07
TMO
THERMO FISHER SCIENTIFIC INC
1.21%
Shares11.5K
Event2026-03-31
Filed2026-04-07
PAYX
PAYCHEX INC
-1.41%
Shares60.6K
Event2026-03-31
Filed2026-04-07
AVRE
AMERICAN CENTY ETF TR
11.05%
Shares126.0K
Event2026-03-31
Filed2026-04-07
DFIV
DIMENSIONAL ETF TRUST
17.24%
Shares104.6K
Event2026-03-31
Filed2026-04-07
CTAS
CINTAS CORP
8.60%
Shares32.2K
Event2026-03-31
Filed2026-04-07
DGCB
DIMENSIONAL ETF TRUST
New
Shares99.5K
Event2026-03-31
Filed2026-04-07
VRTX
VERTEX PHARMACEUTICALS INC
-13.73%
Shares11.9K
Event2026-03-31
Filed2026-04-07
FPE
FIRST TR EXCH TRADED FD III
10.14%
Shares299.4K
Event2026-03-31
Filed2026-04-07
FMDE
FIDELITY COVINGTON TRUST
53.82%
Shares146.4K
Event2026-03-31
Filed2026-04-07
SPLB
SPDR SERIES TRUST
264.93%
Shares236.2K
Event2026-03-31
Filed2026-04-07
BBAG
J P MORGAN EXCHANGE TRADED F
-1.03%
Shares113.1K
Event2026-03-31
Filed2026-04-07
DFGX
DIMENSIONAL ETF TRUST
New
Shares98.9K
Event2026-03-31
Filed2026-04-07
PFXF
VANECK ETF TRUST
-19.42%
Shares295.8K
Event2026-03-31
Filed2026-04-07
JMUB
J P MORGAN EXCHANGE TRADED F
34.31%
Shares103.7K
Event2026-03-31
Filed2026-04-07
FIX
COMFORT SYS USA INC
6.32%
Shares3.8K
Event2026-03-31
Filed2026-04-07
DFEM
DIMENSIONAL ETF TRUST
New
Shares149.3K
Event2026-03-31
Filed2026-04-07
QCOM
QUALCOMM INC
13.45%
Shares39.9K
Event2026-03-31
Filed2026-04-07
DGRW
WISDOMTREE TR
1.30%
Shares58.3K
Event2026-03-31
Filed2026-04-07
CRM
SALESFORCE INC
-13.62%
Shares27.3K
Event2026-03-31
Filed2026-04-07
VXUS
VANGUARD STAR FDS
New
Shares65.9K
Event2026-03-31
Filed2026-04-07
SAN
BANCO SANTANDER SA
1.90%
Shares450.2K
Event2026-03-31
Filed2026-04-07
CEFZ
ELEVATION SERIES TRUST
-2.44%
Shares646.7K
Event2026-03-31
Filed2026-04-07
ADI
ANALOG DEVICES INC
21.04%
Shares15.8K
Event2026-03-31
Filed2026-04-07
FTCB
FIRST TR EXCHANGE-TRADED FD
50.48%
Shares238.1K
Event2026-03-31
Filed2026-04-07
WM
WASTE MGMT INC DEL
8.30%
Shares21.7K
Event2026-03-31
Filed2026-04-07
CGUS
CAPITAL GROUP CORE EQUITY ET
13.11%
Shares128.5K
Event2026-03-31
Filed2026-04-07
TRV
TRAVELERS COMPANIES INC
New
Shares16.9K
Event2026-03-31
Filed2026-04-07
CGDV
CAPITAL GROUP DIVIDEND VALUE
9.52%
Shares115.8K
Event2026-03-31
Filed2026-04-07
VOT
VANGUARD INDEX FDS
-21.46%
Shares19.1K
Event2026-03-31
Filed2026-04-07
APD
AIR PRODUCTS AND CHEMICALS I
33.93%
Shares16.8K
Event2026-03-31
Filed2026-04-07
SONY
SONY GROUP CORP
0.27%
Shares235.4K
Event2026-03-31
Filed2026-04-07
APMU
TRUST FOR PROFESSIONAL MANAG
New
Shares195.7K
Event2026-03-31
Filed2026-04-07
IBIK
ISHARES TR
120.82%
Shares187.6K
Event2026-03-31
Filed2026-04-07
AVES
AMERICAN CENTY ETF TR
10.34%
Shares80.2K
Event2026-03-31
Filed2026-04-07
EEM
ISHARES TR
New
Shares84.7K
Event2026-03-31
Filed2026-04-07
TM
TOYOTA MOTOR CORP
6.04%
Shares23.3K
Event2026-03-31
Filed2026-04-07
ICE
INTERCONTINENTAL EXCHANGE IN
-17.46%
Shares30.2K
Event2026-03-31
Filed2026-04-07
BA
BOEING CO
21.77%
Shares23.8K
Event2026-03-31
Filed2026-04-07
BBVA
BANCO BILBAO VIZCAYA ARGENTA
New
Shares217.2K
Event2026-03-31
Filed2026-04-07
WELL
WELLTOWER INC
4.39%
Shares23.8K
Event2026-03-31
Filed2026-04-07
BMY
BRISTOL-MYERS SQUIBB CO
31.59%
Shares77.1K
Event2026-03-31
Filed2026-04-07
CLSE
TRUST FOR PROFESSIONAL MANAG
40.15%
Shares166.0K
Event2026-03-31
Filed2026-04-07
EOG
EOG RES INC
20.05%
Shares32.3K
Event2026-03-31
Filed2026-04-07
LCTD
BLACKROCK ETF TRUST
0.33%
Shares84.0K
Event2026-03-31
Filed2026-04-07
CGMU
CAPITAL GRP FIXED INCM ETF T
11.09%
Shares170.8K
Event2026-03-31
Filed2026-04-07
XMMO
INVESCO EXCHANGE TRADED FD T
51.85%
Shares31.7K
Event2026-03-31
Filed2026-04-07
AMP
AMERIPRISE FINL INC
-47.74%
Shares10.2K
Event2026-03-31
Filed2026-04-07
TMUS
T-MOBILE US INC
-7.60%
Shares21.4K
Event2026-03-31
Filed2026-04-07
SBUX
STARBUCKS CORP
-3.66%
Shares50.1K
Event2026-03-31
Filed2026-04-07
WCC
WESCO INTL INC
18.23%
Shares16.4K
Event2026-03-31
Filed2026-04-07
AEP
AMERICAN ELEC PWR CO INC
-3.52%
Shares34.0K
Event2026-03-31
Filed2026-04-07
CGHM
CAPITAL GRP FIXED INCM ETF T
New
Shares173.5K
Event2026-03-31
Filed2026-04-07
VLO
VALERO ENERGY CORP
8.19%
Shares17.7K
Event2026-03-31
Filed2026-04-07
TD
TORONTO DOMINION BK ONT
4.91%
Shares46.9K
Event2026-03-31
Filed2026-04-07
TXN
TEXAS INSTRS INC
44.71%
Shares22.5K
Event2026-03-31
Filed2026-04-07
TDIV
FIRST TR EXCHANGE TRADED FD
New
Shares46.6K
Event2026-03-31
Filed2026-04-07
IJT
ISHARES TR
15.45%
Shares30.1K
Event2026-03-31
Filed2026-04-07
IWP
ISHARES TR
-51.85%
Shares34.0K
Event2026-03-31
Filed2026-04-07
PGR
PROGRESSIVE CORP
-23.92%
Shares21.9K
Event2026-03-31
Filed2026-04-07
BTI
BRITISH AMERN TOB PLC
13.63%
Shares74.2K
Event2026-03-31
Filed2026-04-07
NATIONAL GRID PLC
NATIONAL GRID PLC
New
Shares51.2K
Event2026-03-31
Filed2026-04-07
QLTA
ISHARES TR
-9.81%
Shares91.0K
Event2026-03-31
Filed2026-04-07
NVT
NVENT ELEC PLC
7.14%
Shares36.5K
Event2026-03-31
Filed2026-04-07
CW
CURTISS WRIGHT CORP
-0.29%
Shares6.3K
Event2026-03-31
Filed2026-04-07
MPC
MARATHON PETE CORP
13.56%
Shares17.5K
Event2026-03-31
Filed2026-04-07
USHY
ISHARES TR
-7.22%
Shares115.2K
Event2026-03-31
Filed2026-04-07
CGGE
CAPITAL GROUP GLOBAL EQUITY
14.15%
Shares139.0K
Event2026-03-31
Filed2026-04-07
SCHW
SCHWAB CHARLES CORP
-17.32%
Shares45.1K
Event2026-03-31
Filed2026-04-07
SNOW
SNOWFLAKE INC
4.64%
Shares27.4K
Event2026-03-31
Filed2026-04-07
SHOP
SHOPIFY INC
-0.89%
Shares34.4K
Event2026-03-31
Filed2026-04-07
GM
GENERAL MTRS CO
-0.83%
Shares54.7K
Event2026-03-31
Filed2026-04-07
HIMU
BLACKROCK ETF TRUST II
-79.90%
Shares84.8K
Event2026-03-31
Filed2026-04-07
SO
SOUTHERN CO
4.20%
Shares41.9K
Event2026-03-31
Filed2026-04-07
SCHX
SCHWAB STRATEGIC TR
-2.08%
Shares157.3K
Event2026-03-31
Filed2026-04-07
RSPT
INVESCO EXCHANGE TRADED FD T
-31.30%
Shares89.1K
Event2026-03-31
Filed2026-04-07
CBRE
CBRE GROUP INC
4.21%
Shares29.8K
Event2026-03-31
Filed2026-04-07
SAP
SAP SE
-15.32%
Shares23.5K
Event2026-03-31
Filed2026-04-07
BKLC
BNY MELLON ETF TRUST
39.14%
Shares32.1K
Event2026-03-31
Filed2026-04-07
PPA
INVESCO EXCHANGE TRADED FD T
-4.84%
Shares24.1K
Event2026-03-31
Filed2026-04-07
CRWD
CROWDSTRIKE HLDGS INC
-8.77%
Shares10.2K
Event2026-03-31
Filed2026-04-07
SDY
SPDR SERIES TRUST
57.40%
Shares27.1K
Event2026-03-31
Filed2026-04-07
GLW
CORNING INC
15.02%
Shares29.0K
Event2026-03-31
Filed2026-04-07
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
-7.32%
Shares10.0K
Event2026-03-31
Filed2026-04-07
RDVY
FIRST TR EXCHANGE TRADED FD
-0.51%
Shares57.5K
Event2026-03-31
Filed2026-04-07
MCK
MCKESSON CORP
4.04%
Shares4.5K
Event2026-03-31
Filed2026-04-07
JEPI
J P MORGAN EXCHANGE TRADED F
18.70%
Shares68.5K
Event2026-03-31
Filed2026-04-07
HIG
HARTFORD INSURANCE GROUP INC
-5.60%
Shares28.7K
Event2026-03-31
Filed2026-04-07
UPS
UNITED PARCEL SVCS INC
8.33%
Shares39.3K
Event2026-03-31
Filed2026-04-07
SRLN
SSGA ACTIVE ETF TR
7.29%
Shares95.8K
Event2026-03-31
Filed2026-04-07
IBTM
ISHARES TR
2.61%
Shares167.7K
Event2026-03-31
Filed2026-04-07
DHR
DANAHER CORP DEL
-22.37%
Shares20.0K
Event2026-03-31
Filed2026-04-07
EMGF
ISHARES INC
20.16%
Shares62.4K
Event2026-03-31
Filed2026-04-07
SNPS
SYNOPSYS INC
0.63%
Shares9.5K
Event2026-03-31
Filed2026-04-07
THE CIGNA GROUP
THE CIGNA GROUP
11.49%
Shares14.1K
Event2026-03-31
Filed2026-04-07
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-18.77%
Shares18.9K
Event2026-03-31
Filed2026-04-07
RSPD
INVESCO EXCHANGE TRADED FD T
New
Shares69.8K
Event2026-03-31
Filed2026-04-07
ADBE
ADOBE INC
1.70%
Shares15.4K
Event2026-03-31
Filed2026-04-07
EMHC
SPDR SERIES TRUST
9.47%
Shares148.9K
Event2026-03-31
Filed2026-04-07
MPWR
MONOLITHIC PWR SYS INC
-18.20%
Shares3.3K
Event2026-03-31
Filed2026-04-07
SPG
SIMON PPTY GROUP INC NEW
-1.35%
Shares19.6K
Event2026-03-31
Filed2026-04-07
KR
KROGER CO
-3.60%
Shares50.3K
Event2026-03-31
Filed2026-04-07
LOW
LOWES COS INC
14.38%
Shares15.4K
Event2026-03-31
Filed2026-04-07
DECK
DECKERS OUTDOOR CORP
19.84%
Shares36.2K
Event2026-03-31
Filed2026-04-07
AJG
GALLAGHER ARTHUR J & CO
-52.92%
Shares16.7K
Event2026-03-31
Filed2026-04-07
EBND
SPDR SERIES TRUST
0.33%
Shares174.6K
Event2026-03-31
Filed2026-04-07
PAVE
GLOBAL X FDS
108.53%
Shares70.7K
Event2026-03-31
Filed2026-04-07
TOTALENERGIES SE
TOTALENERGIES SE
20.11%
Shares38.5K
Event2026-03-31
Filed2026-04-07
DEHP
DIMENSIONAL ETF TRUST
-0.62%
Shares105.6K
Event2026-03-31
Filed2026-04-07
EBAY
EBAY INC.
15.15%
Shares39.2K
Event2026-03-31
Filed2026-04-07
CVS
CVS HEALTH CORP
-0.75%
Shares49.6K
Event2026-03-31
Filed2026-04-07
RWO
SPDR INDEX SHS FDS
New
Shares77.7K
Event2026-03-31
Filed2026-04-07
ED
CONSOLIDATED EDISON INC
25.40%
Shares31.4K
Event2026-03-31
Filed2026-04-07
HSBC
HSBC HLDGS PLC
New
Shares43.0K
Event2026-03-31
Filed2026-04-07
AFL
AFLAC INC
2.05%
Shares32.3K
Event2026-03-31
Filed2026-04-07
CDNS
CADENCE DESIGN SYSTEM INC
-24.50%
Shares12.7K
Event2026-03-31
Filed2026-04-07
ELV
ELEVANCE HEALTH INC FORMERLY
5.42%
Shares11.9K
Event2026-03-31
Filed2026-04-07
ETR
ENTERGY CORP NEW
-4.47%
Shares31.1K
Event2026-03-31
Filed2026-04-07
DHI
D R HORTON INC
5.31%
Shares25.3K
Event2026-03-31
Filed2026-04-07
BSVO
EA SERIES TRUST
0.11%
Shares136.9K
Event2026-03-31
Filed2026-04-07
SPYG
SPDR SERIES TRUST
-72.17%
Shares35.4K
Event2026-03-31
Filed2026-04-07
ACGL
ARCH CAP GROUP LTD
-0.20%
Shares35.9K
Event2026-03-31
Filed2026-04-07
FN
FABRINET
-10.92%
Shares6.6K
Event2026-03-31
Filed2026-04-07
HON
HONEYWELL INTL INC
28.83%
Shares15.2K
Event2026-03-31
Filed2026-04-07
CSX
CSX CORP
2.34%
Shares83.0K
Event2026-03-31
Filed2026-04-07
TKO
TKO GROUP HOLDINGS INC
0.58%
Shares16.9K
Event2026-03-31
Filed2026-04-07
STRL
STERLING INFRASTRUCTURE INC
2.77%
Shares8.3K
Event2026-03-31
Filed2026-04-07
XLRE
SELECT SECTOR SPDR TR
2.91%
Shares81.4K
Event2026-03-31
Filed2026-04-07
IUSG
ISHARES TR
13.57%
Shares21.3K
Event2026-03-31
Filed2026-04-07
RTO
RENTOKIL INITIAL PLC
73.52%
Shares105.0K
Event2026-03-31
Filed2026-04-07
ALL
ALLSTATE CORP
0.85%
Shares15.9K
Event2026-03-31
Filed2026-04-07
DFIP
DIMENSIONAL ETF TRUST
-5.86%
Shares78.7K
Event2026-03-31
Filed2026-04-07
XME
SPDR SERIES TRUST
New
Shares30.3K
Event2026-03-31
Filed2026-04-07
IBTH
ISHARES TR
-57.12%
Shares145.0K
Event2026-03-31
Filed2026-04-07
EQIX
EQUINIX INC
New
Shares3.3K
Event2026-03-31
Filed2026-04-07
ICVT
ISHARES TR
-50.14%
Shares31.8K
Event2026-03-31
Filed2026-04-07
SPGI
S&P GLOBAL INC
-39.99%
Shares7.6K
Event2026-03-31
Filed2026-04-07
NUKZ
EXCHANGE TRADED CONCEPTS TRU
27.41%
Shares49.1K
Event2026-03-31
Filed2026-04-07
SLB
SLB LIMITED
105.21%
Shares62.3K
Event2026-03-31
Filed2026-04-07
LHX
L3HARRIS TECHNOLOGIES INC
6.96%
Shares9.2K
Event2026-03-31
Filed2026-04-07
RCL
ROYAL CARIBBEAN GROUP
-13.48%
Shares11.5K
Event2026-03-31
Filed2026-04-07
MUFG
MITSUBISHI UFJ FINANCIAL GRO
1.11%
Shares185.5K
Event2026-03-31
Filed2026-04-07
ORLY
OREILLY AUTOMOTIVE INC
3.86%
Shares34.1K
Event2026-03-31
Filed2026-04-07
CEG
CONSTELLATION ENERGY CORP
9.84%
Shares11.2K
Event2026-03-31
Filed2026-04-07
VTWO
VANGUARD SCOTTSDALE FDS
3.67%
Shares31.3K
Event2026-03-31
Filed2026-04-07
ROST
ROSS STORES INC
8.89%
Shares14.3K
Event2026-03-31
Filed2026-04-07
ENTG
ENTEGRIS INC
5.01%
Shares26.4K
Event2026-03-31
Filed2026-04-07
RKT
ROCKET COS INC
New
Shares215.4K
Event2026-03-31
Filed2026-04-07
BCS
BARCLAYS PLC
35.58%
Shares144.0K
Event2026-03-31
Filed2026-04-07
FVD
FIRST TR EXCHANGE-TRADED FD
5.37%
Shares64.8K
Event2026-03-31
Filed2026-04-07
BOTZ
GLOBAL X FDS
15.23%
Shares91.6K
Event2026-03-31
Filed2026-04-07
IBIT
ISHARES BITCOIN TRUST ETF
5.05%
Shares79.2K
Event2026-03-31
Filed2026-04-07
WAB
WABTEC
-4.97%
Shares12.0K
Event2026-03-31
Filed2026-04-07
IEV
ISHARES TR
-14.07%
Shares43.6K
Event2026-03-31
Filed2026-04-07
MLPX
GLOBAL X FDS
-0.61%
Shares40.0K
Event2026-03-31
Filed2026-04-07
UNILEVER PLC
UNILEVER PLC
9.46%
Shares51.5K
Event2026-03-31
Filed2026-04-07
JIVE
J P MORGAN EXCHANGE TRADED F
3.26%
Shares34.3K
Event2026-03-31
Filed2026-04-07
SPXX
NUVEEN S&P 500 DYNAMIC OVERW
New
Shares181.1K
Event2026-03-31
Filed2026-04-07
FTSL
FIRST TR EXCHANGE-TRADED FD
19.11%
Shares64.5K
Event2026-03-31
Filed2026-04-07
VGT
VANGUARD WORLD FD
6.59%
Shares4.1K
Event2026-03-31
Filed2026-04-07
MGC
VANGUARD WORLD FD
-3.62%
Shares12.2K
Event2026-03-31
Filed2026-04-07
IGM
ISHARES TR
New
Shares24.2K
Event2026-03-31
Filed2026-04-07
ANNALY CAPITAL MANAGEMENT IN
ANNALY CAPITAL MANAGEMENT IN
21.08%
Shares135.4K
Event2026-03-31
Filed2026-04-07
CMCSA
COMCAST CORP NEW
41.26%
Shares99.7K
Event2026-03-31
Filed2026-04-07
RY
ROYAL BK CDA
3.45%
Shares17.6K
Event2026-03-31
Filed2026-04-07
MNST
MONSTER BEVERAGE CORP NEW
33.92%
Shares39.2K
Event2026-03-31
Filed2026-04-07
IDV
ISHARES TR
-8.05%
Shares66.5K
Event2026-03-31
Filed2026-04-07
NUBD
NUSHARES ETF TR
-0.63%
Shares126.8K
Event2026-03-31
Filed2026-04-07
HDV
ISHARES TR
146.62%
Shares20.7K
Event2026-03-31
Filed2026-04-07
MSGS
MADISON SQUARE GRDN SPRT COR
-9.51%
Shares8.7K
Event2026-03-31
Filed2026-04-07
ATI
ATI INC
New
Shares19.0K
Event2026-03-31
Filed2026-04-07
DTCR
GLOBAL X FDS
-30.16%
Shares115.3K
Event2026-03-31
Filed2026-04-07
CFG
CITIZENS FINL GROUP INC
-16.91%
Shares45.9K
Event2026-03-31
Filed2026-04-07
PNC
PNC FINL SVCS GROUP INC
4.36%
Shares13.2K
Event2026-03-31
Filed2026-04-07
COWG
PACER FDS TR
10.43%
Shares81.4K
Event2026-03-31
Filed2026-04-07
SPOT
SPOTIFY TECHNOLOGY S A
-46.57%
Shares5.6K
Event2026-03-31
Filed2026-04-07
TFC
TRUIST FINL CORP
10.74%
Shares59.2K
Event2026-03-31
Filed2026-04-07
NET
CLOUDFLARE INC
0.59%
Shares13.1K
Event2026-03-31
Filed2026-04-07
NULV
NUSHARES ETF TR
-2.73%
Shares59.4K
Event2026-03-31
Filed2026-04-07
AMT
AMERICAN TOWER CORP
25.79%
Shares15.6K
Event2026-03-31
Filed2026-04-07
BUFR
FIRST TR EXCHNG TRADED FD VI
-19.31%
Shares78.4K
Event2026-03-31
Filed2026-04-07
WTFC
WINTRUST FINL CORP
1.52%
Shares19.1K
Event2026-03-31
Filed2026-04-07
SNOV
FIRST TR EXCHNG TRADED FD VI
2.11%
Shares106.7K
Event2026-03-31
Filed2026-04-07
BKNG
BOOKING HOLDINGS INC
9.91%
Shares621
Event2026-03-31
Filed2026-04-07
HEFA
ISHARES TR
0.04%
Shares61.4K
Event2026-03-31
Filed2026-04-07
ADP
AUTOMATIC DATA PROCESSING IN
-21.73%
Shares12.8K
Event2026-03-31
Filed2026-04-07
CGGO
CAPITAL GROUP GBL GROWTH EQT
14.58%
Shares77.7K
Event2026-03-31
Filed2026-04-07
ENSG
ENSIGN GROUP INC
1.52%
Shares12.8K
Event2026-03-31
Filed2026-04-07
SYF
SYNCHRONY FINANCIAL
-6.39%
Shares37.9K
Event2026-03-31
Filed2026-04-07
DON
WISDOMTREE TR
-3.33%
Shares48.9K
Event2026-03-31
Filed2026-04-07
BIV
VANGUARD BD INDEX FDS
New
Shares33.3K
Event2026-03-31
Filed2026-04-07
SPYI
NEOS ETF TRUST
New
Shares52.0K
Event2026-03-31
Filed2026-04-07
BALI
BLACKROCK ETF TRUST
11.59%
Shares83.3K
Event2026-03-31
Filed2026-04-07
QQQI
NEOS ETF TRUST
30.00%
Shares51.3K
Event2026-03-31
Filed2026-04-07
DAL
DELTA AIR LINES INC
21.65%
Shares38.2K
Event2026-03-31
Filed2026-04-07
NOC
NORTHROP GRUMMAN CORP
-11.48%
Shares3.7K
Event2026-03-31
Filed2026-04-07
JIG
J P MORGAN EXCHANGE TRADED F
New
Shares34.2K
Event2026-03-31
Filed2026-04-07
IRM
IRON MTN INC DEL
43.73%
Shares24.8K
Event2026-03-31
Filed2026-04-07
CASY
CASEYS GEN STORES INC
134.14%
Shares3.5K
Event2026-03-31
Filed2026-04-07
IBTI
ISHARES TR
5.43%
Shares112.7K
Event2026-03-31
Filed2026-04-07
TIPX
SPDR SERIES TRUST
3.56%
Shares130.0K
Event2026-03-31
Filed2026-04-07
SCHR
SCHWAB STRATEGIC TR
-4.86%
Shares100.0K
Event2026-03-31
Filed2026-04-07
FREL
FIDELITY COVINGTON TRUST
-7.58%
Shares92.5K
Event2026-03-31
Filed2026-04-07
G
GENPACT LIMITED
33.96%
Shares66.6K
Event2026-03-31
Filed2026-04-07
SPSB
SPDR SERIES TRUST
New
Shares82.0K
Event2026-03-31
Filed2026-04-07
DFAI
DIMENSIONAL ETF TRUST
38.69%
Shares62.8K
Event2026-03-31
Filed2026-04-07
LMBS
FIRST TR EXCHANGE-TRADED FD
46.91%
Shares49.0K
Event2026-03-31
Filed2026-04-07
MMC
MARSH & MCLENNAN COS INC
-13.54%
Shares14.0K
Event2026-03-31
Filed2026-04-07
FDX
FEDEX CORP
21.67%
Shares6.8K
Event2026-03-31
Filed2026-04-07
ATO
ATMOS ENERGY CORP
New
Shares13.1K
Event2026-03-31
Filed2026-04-07
SNY
SANOFI SA
-6.71%
Shares50.4K
Event2026-03-31
Filed2026-04-07
DE
DEERE & CO
1.59%
Shares4.3K
Event2026-03-31
Filed2026-04-07
VYMI
VANGUARD WHITEHALL FDS
-15.88%
Shares25.5K
Event2026-03-31
Filed2026-04-07

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available