Sponsored
The Analysis of Park Place Capital Corp's Holdings & P&L
Currently, Park Place Capital Corp holds 850 types of securities in its portfolio with a total value $498.7M. In the most recent quarter, they have increased their positions in DUBS (+256.4K shares, valued at $9.2M), QQQM (+29.6K shares, valued at $7.0M), SPYM (+41.6K shares, valued at $3.2M); decreased their positions in N/A (-45.8K shares, valued at $8.8M), ACIO (-49.4K shares, valued at $2.1M), XOM (-10.7K shares, valued at $1.8M); initiated new positions in N/A (+11.8K shares, valued at $1.1M), N/A (+10.3K shares, valued at $411.4K), XLC (+3.3K shares, valued at $366.6K).
1M P&L
+10.4M+2.04%
3M P&L
+2.9M+0.57%
HY P&L
+26.3M+5.30%
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/A327.2M
69.6%
2Semiconductors16.2M
3.5%
3Banks - Regional9.3M
2.0%
Top Industries by Stock Count
1N/A156 stocks
19.8%
2Software - Application37 stocks
4.7%
3Banks - Regional24 stocks
3.1%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF32.7K shares-58.31%2026-03-312026-04-09
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A5.1K shares10.59%2026-03-312026-04-09
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
NATIONAL GRID PLC SPONSORED ADR NE NATIONAL GRID PLC SPONSORED ADR NE5.1K shares-31.50%2026-03-312026-04-09
Sponsored
Sponsored
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF3.3K sharesnew addition2026-03-312026-04-09
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
BDVL ISHARES DISCIPLINED VOLATILITY EQUITY ACTIVE ETF TRUST UNIT4.5K shares-2.32%2026-03-312026-04-09
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW224 shares-10.40%2026-03-312026-04-09
Sponsored
SIRIUSXM HOLDINGS INC COMMON STOCK SIRIUSXM HOLDINGS INC COMMON STOCK4.4K sharesnew addition2026-03-312026-04-09
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
QNITY ELECTRONICS INC COMMON STOCK QNITY ELECTRONICS INC COMMON STOCK591 sharesnew addition2026-03-312026-04-09
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
ACIO
-4.56%APTUS COLLARED INVESTMENT OPPORTUNITY ETF
Shares1.0M
Event2026-03-31
Filed2026-04-09
IDUB
5.42%APTUS INTERNATIONAL ENHANCED YIELD
Shares1.1M
Event2026-03-31
Filed2026-04-09
IVV
12.64%ISHARES CORE S&P 500 ETF
Shares39.6K
Event2026-03-31
Filed2026-04-09
VEA
5.69%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares360.0K
Event2026-03-31
Filed2026-04-09
DRSK
15.18%APTUS DEFINED RISK ETF
Shares757.1K
Event2026-03-31
Filed2026-04-09
OSCV
3.20%OPUS SMALL CAP VALUE ETF
Shares502.0K
Event2026-03-31
Filed2026-04-09
DUBS
126.64%APTUS LARGE CAP ENHANCED YIELD ETF
Shares458.8K
Event2026-03-31
Filed2026-04-09
SPYM
26.37%STATE STREET SPDR PORTFOLIO S&P 500 ETF
Shares199.5K
Event2026-03-31
Filed2026-04-09
UPSD
8.63%APTUS LARGE CAP UPSIDE ETF
Shares574.0K
Event2026-03-31
Filed2026-04-09
ADME
3.13%APTUS DRAWDOWN MANAGED EQUITY ETF
Shares293.4K
Event2026-03-31
Filed2026-04-09
NVDA
-0.12%NVIDIA CORPORATION COM
Shares78.1K
Event2026-03-31
Filed2026-04-09
VWO
7.31%VANGUARD FTSE EMERGING MARKETS ETF
Shares214.5K
Event2026-03-31
Filed2026-04-09
IEFA
41.77%ISHARES CORE MSCI EAFE ETF
Shares109.2K
Event2026-03-31
Filed2026-04-09
QQQM
3498.35%INVESCO NASDAQ 100 ETF
Shares30.5K
Event2026-03-31
Filed2026-04-09
DEFR
6.28%APTUS DEFERRED INCOME ETF
Shares260.7K
Event2026-03-31
Filed2026-04-09
IJH
-1.58%ISHARES CORE S&P MID-CAP ETF
Shares99.9K
Event2026-03-31
Filed2026-04-09
MSFT
8.41%MICROSOFT CORP COM
Shares17.4K
Event2026-03-31
Filed2026-04-09
INVESCO S&P 500 EQUAL WEIGHT ETF
-58.31%INVESCO S&P 500 EQUAL WEIGHT ETF
Shares32.7K
Event2026-03-31
Filed2026-04-09
AAPL
7.30%APPLE INC COM
Shares24.7K
Event2026-03-31
Filed2026-04-09
AMZN
1.74%AMAZON COM INC COM
Shares29.4K
Event2026-03-31
Filed2026-04-09
JPM
7.45%JPMORGAN CHASE & CO COM
Shares17.0K
Event2026-03-31
Filed2026-04-09
JUCY
18.51%APTUS ENHANCED YIELD ETF
Shares224.0K
Event2026-03-31
Filed2026-04-09
IUSB
10.90%ISHARES CORE TOTAL USD BOND MARKET ETF
Shares104.1K
Event2026-03-31
Filed2026-04-09
AGG
-1.59%ISHARES CORE U.S. AGGREGATE BOND ETF
Shares45.7K
Event2026-03-31
Filed2026-04-09
IXUS
-0.97%ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
Shares51.8K
Event2026-03-31
Filed2026-04-09
IEMG
35.18%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares64.2K
Event2026-03-31
Filed2026-04-09
ALPHABET INC CAP STK CL A
1.61%ALPHABET INC CAP STK CL A
Shares15.0K
Event2026-03-31
Filed2026-04-09
RNST
0.14%RENASANT CORP COM
Shares113.6K
Event2026-03-31
Filed2026-04-09
BROADCOM INC COM
83.17%BROADCOM INC COM
Shares11.2K
Event2026-03-31
Filed2026-04-09
WMT
13.09%WALMART INC COM
Shares26.5K
Event2026-03-31
Filed2026-04-09
HELO
16.40%JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
Shares51.1K
Event2026-03-31
Filed2026-04-09
PWR
-0.89%QUANTA SVCS INC COM
Shares5.9K
Event2026-03-31
Filed2026-04-09
IJR
-1.71%ISHARES CORE S&P SMALL CAP ETF
Shares26.1K
Event2026-03-31
Filed2026-04-09
V
-1.83%VISA INC COM CL A
Shares10.5K
Event2026-03-31
Filed2026-04-09
META
1.21%META PLATFORMS INC CL A
Shares5.0K
Event2026-03-31
Filed2026-04-09
FANG
21.35%DIAMONDBACK ENERGY INC COM
Shares13.3K
Event2026-03-31
Filed2026-04-09
AMT
53.99%AMERICAN TOWER CORP COM
Shares13.8K
Event2026-03-31
Filed2026-04-09
SPY
1.03%STATE STREET SPDR S&P 500 ETF
Shares3.4K
Event2026-03-31
Filed2026-04-09
ABBV
89.59%ABBVIE INC COM
Shares10.3K
Event2026-03-31
Filed2026-04-09
APH
9.13%AMPHENOL CORP CL A
Shares17.3K
Event2026-03-31
Filed2026-04-09
IWF
-32.73%ISHARES RUSSELL 1000 GROWTH ETF
Shares4.9K
Event2026-03-31
Filed2026-04-09
ISTB
-0.04%ISHARES CORE 1-5 YEAR USD BOND ETF
Shares42.0K
Event2026-03-31
Filed2026-04-09
PGR
26.89%PROGRESSIVE CORP COM
Shares10.0K
Event2026-03-31
Filed2026-04-09
SCHG
-2.63%SCHWAB U.S. LARGE-CAP GROWTH ETF
Shares63.3K
Event2026-03-31
Filed2026-04-09
VUG
0.00%VANGUARD GROWTH ETF
Shares4.1K
Event2026-03-31
Filed2026-04-09
NOW
39.43%SERVICENOW INC COM
Shares16.9K
Event2026-03-31
Filed2026-04-09
CHE
35.79%CHEMED CORP NEW COM
Shares4.5K
Event2026-03-31
Filed2026-04-09
BR
27.45%BROADRIDGE FINL SOLUTIONS INC COM
Shares10.3K
Event2026-03-31
Filed2026-04-09
IVW
-36.59%ISHARES S&P 500 GROWTH ETF
Shares14.6K
Event2026-03-31
Filed2026-04-09
CPRT
32.36%COPART INC COM
Shares47.9K
Event2026-03-31
Filed2026-04-09
NEE
-14.70%NEXTERA ENERGY INC COM
Shares15.7K
Event2026-03-31
Filed2026-04-09
ALPHABET INC CAP STK CL C
-14.61%ALPHABET INC CAP STK CL C
Shares5.0K
Event2026-03-31
Filed2026-04-09
KO
-12.50%COCA COLA CO COM
Shares18.3K
Event2026-03-31
Filed2026-04-09
CVX
13.83%CHEVRON CORPORATION COM
Shares6.6K
Event2026-03-31
Filed2026-04-09
GENERAL DYNAMICS CORP COM
-3.39%GENERAL DYNAMICS CORP COM
Shares3.9K
Event2026-03-31
Filed2026-04-09
TMO
-2.30%THERMO FISHER SCIENTIFIC INC COM
Shares2.6K
Event2026-03-31
Filed2026-04-09
BAC
10.32%BANK AMERICA CORP COM
Shares26.2K
Event2026-03-31
Filed2026-04-09
SLB
-16.58%SLB LIMITED COM STK
Shares24.6K
Event2026-03-31
Filed2026-04-09
PANW
4.14%PALO ALTO NETWORKS INC COM
Shares7.6K
Event2026-03-31
Filed2026-04-09
MKC
0.32%MCCORMICK & CO INC COM NON VTG
Shares24.3K
Event2026-03-31
Filed2026-04-09
HON
-4.95%HONEYWELL INTL INC COM
Shares5.4K
Event2026-03-31
Filed2026-04-09
EOG
-2.20%EOG RES INC COM
Shares8.2K
Event2026-03-31
Filed2026-04-09
VANGUARD S&P 500 ETF
0.10%VANGUARD S&P 500 ETF
Shares2.0K
Event2026-03-31
Filed2026-04-09
IAGG
0.00%ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
Shares23.5K
Event2026-03-31
Filed2026-04-09
IUSG
702.98%ISHARES CORE S&P U.S. GROWTH ETF
Shares7.5K
Event2026-03-31
Filed2026-04-09
SFBS
0.00%SERVISFIRST BANCSHARES INC COM
Shares15.9K
Event2026-03-31
Filed2026-04-09
JPST
-0.16%JPMORGAN ULTRA-SHORT INCOME ETF
Shares22.3K
Event2026-03-31
Filed2026-04-09
VTEB
-4.41%VANGUARD TAX-EXEMPT BOND ETF
Shares22.6K
Event2026-03-31
Filed2026-04-09
FITB
-3.45%FIFTH THIRD BANCORP COM
Shares23.4K
Event2026-03-31
Filed2026-04-09
TOTALENERGIES SE ACT
NewTOTALENERGIES SE ACT
Shares11.8K
Event2026-03-31
Filed2026-04-09
NOBL
0.03%PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
Shares10.1K
Event2026-03-31
Filed2026-04-09
NSC
-0.05%NORFOLK SOUTHN CORP COM
Shares3.7K
Event2026-03-31
Filed2026-04-09
RTX
70.18%RTX CORPORATION COM
Shares5.4K
Event2026-03-31
Filed2026-04-09
IWD
-51.14%ISHARES RUSSELL 1000 VALUE ETF
Shares4.8K
Event2026-03-31
Filed2026-04-09
ACCENTURE PLC IRELAND SHS CLASS A
10.59%ACCENTURE PLC IRELAND SHS CLASS A
Shares5.1K
Event2026-03-31
Filed2026-04-09
CRM
-1.31%SALESFORCE INC COM
Shares5.4K
Event2026-03-31
Filed2026-04-09
IVE
-48.97%ISHARES S&P 500 VALUE ETF
Shares4.8K
Event2026-03-31
Filed2026-04-09
XOM
-64.84%EXXON MOBIL CORP COM
Shares5.8K
Event2026-03-31
Filed2026-04-09
DVY
-6.21%ISHARES SELECT DIVIDEND ETF
Shares6.4K
Event2026-03-31
Filed2026-04-09
L
0.43%LOEWS CORP COM
Shares9.1K
Event2026-03-31
Filed2026-04-09
PM
-0.53%PHILIP MORRIS INTL INC COM
Shares5.8K
Event2026-03-31
Filed2026-04-09
QCOM
6.08%QUALCOMM INC COM
Shares7.2K
Event2026-03-31
Filed2026-04-09
EPD
-27.40%ENTERPRISE PRODS PARTNERS L P COM
Shares23.8K
Event2026-03-31
Filed2026-04-09
APOLLO GLOBAL MGMT INC COM
-0.22%APOLLO GLOBAL MGMT INC COM
Shares8.1K
Event2026-03-31
Filed2026-04-09
PEP
30.97%PEPSICO INC COM
Shares5.4K
Event2026-03-31
Filed2026-04-09
MERCK & CO INC COM
-51.21%MERCK & CO INC COM
Shares6.9K
Event2026-03-31
Filed2026-04-09
SPMD
0.31%STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
Shares13.3K
Event2026-03-31
Filed2026-04-09
LLY
23.68%ELI LILLY & CO COM
Shares846
Event2026-03-31
Filed2026-04-09
PAYX
137.20%PAYCHEX INC COM
Shares8.3K
Event2026-03-31
Filed2026-04-09
LULU
17.34%LULULEMON ATHLETICA INC COM
Shares4.9K
Event2026-03-31
Filed2026-04-09
ICSH
0.66%ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
Shares14.6K
Event2026-03-31
Filed2026-04-09
BSX
1263.24%BOSTON SCIENTIFIC CORP COM
Shares11.7K
Event2026-03-31
Filed2026-04-09
HD
9.77%HOME DEPOT INC COM
Shares2.1K
Event2026-03-31
Filed2026-04-09
VZ
3.03%VERIZON COMMUNICATIONS INC COM
Shares13.7K
Event2026-03-31
Filed2026-04-09
CSCO
24.81%CISCO SYS INC COM
Shares8.7K
Event2026-03-31
Filed2026-04-09
SMLF
0.26%ISHARES U.S. SMALLCAP EQUITY FACTOR ETF
Shares8.9K
Event2026-03-31
Filed2026-04-09
COST
-1.05%COSTCO WHOLESALE CORPORATION COM
Shares658
Event2026-03-31
Filed2026-04-09
UNH
4.06%UNITEDHEALTH GROUP INC COM
Shares2.4K
Event2026-03-31
Filed2026-04-09
USB
-0.85%US BANCORP COM NEW
Shares12.5K
Event2026-03-31
Filed2026-04-09
INVESCO QQQ TRUST SERIES I
0.00%INVESCO QQQ TRUST SERIES I
Shares1.1K
Event2026-03-31
Filed2026-04-09
WEC ENERGY GROUP INC COM
147.31%WEC ENERGY GROUP INC COM
Shares5.5K
Event2026-03-31
Filed2026-04-09
TFC
26.20%TRUIST FINL CORP COM
Shares13.7K
Event2026-03-31
Filed2026-04-09
NFLX
18.55%NETFLIX INC. COM
Shares6.5K
Event2026-03-31
Filed2026-04-09
IJK
-39.51%ISHARES S&P MID-CAP 400 GROWTH ETF
Shares6.2K
Event2026-03-31
Filed2026-04-09
PFE
-17.64%PFIZER INC COM
Shares22.0K
Event2026-03-31
Filed2026-04-09
SO
-2.25%SOUTHERN CO COM
Shares6.4K
Event2026-03-31
Filed2026-04-09
PLD
-8.25%PROLOGIS INC. COM
Shares4.6K
Event2026-03-31
Filed2026-04-09
TSLA
-3.91%TESLA INC COM
Shares1.6K
Event2026-03-31
Filed2026-04-09
JEPI
-12.67%JPMORGAN EQUITY PREMIUM INCOME ETF
Shares10.8K
Event2026-03-31
Filed2026-04-09
ENB
-0.58%ENBRIDGE INC COM
Shares11.2K
Event2026-03-31
Filed2026-04-09
SNY
51.67%SANOFI SA SPONSORED ADR
Shares12.5K
Event2026-03-31
Filed2026-04-09
PNC
-1.07%PNC FINL SVCS GROUP INC COM
Shares2.9K
Event2026-03-31
Filed2026-04-09
BTI
8.07%BRITISH AMERN TOB PLC SPONSORED ADR
Shares9.9K
Event2026-03-31
Filed2026-04-09
FE
33.27%FIRSTENERGY CORP COM
Shares11.2K
Event2026-03-31
Filed2026-04-09
CME
40.24%CME GROUP INC COM
Shares1.9K
Event2026-03-31
Filed2026-04-09
HCA
-6.41%HCA HEALTHCARE INC COM
Shares1.1K
Event2026-03-31
Filed2026-04-09
DUKE ENERGY CORP NEW COM NEW
6.37%DUKE ENERGY CORP NEW COM NEW
Shares4.1K
Event2026-03-31
Filed2026-04-09
BLACKROCK INC COM
3.79%BLACKROCK INC COM
Shares548
Event2026-03-31
Filed2026-04-09
IJJ
-47.30%ISHARES S&P MID-CAP 400 VALUE ETF
Shares3.8K
Event2026-03-31
Filed2026-04-09
JNJ
-43.16%JOHNSON & JOHNSON COM
Shares2.1K
Event2026-03-31
Filed2026-04-09
TXN
29.74%TEXAS INSTRS INC COM
Shares2.6K
Event2026-03-31
Filed2026-04-09
WSO
37.30%WATSCO INC COM
Shares1.4K
Event2026-03-31
Filed2026-04-09
EATON CORP PLC SHS
43.46%EATON CORP PLC SHS
Shares1.4K
Event2026-03-31
Filed2026-04-09
MS
70.30%MORGAN STANLEY COM NEW
Shares2.9K
Event2026-03-31
Filed2026-04-09
AMGN
-26.81%AMGEN INC COM
Shares1.4K
Event2026-03-31
Filed2026-04-09
IJT
-31.12%ISHARES S&P SMALL-CAP 600 GROWTH ETF
Shares3.3K
Event2026-03-31
Filed2026-04-09
AMAT
420.31%APPLIED MATLS INC COM
Shares1.4K
Event2026-03-31
Filed2026-04-09
NATIONAL GRID PLC SPONSORED ADR NE
-31.50%NATIONAL GRID PLC SPONSORED ADR NE
Shares5.1K
Event2026-03-31
Filed2026-04-09
JGRO
0.00%JPMORGAN ACTIVE GROWTH ETF
Shares5.1K
Event2026-03-31
Filed2026-04-09
HBAN
134.55%HUNTINGTON BANCSHARES INC COM
Shares27.5K
Event2026-03-31
Filed2026-04-09
GVI
-46.67%ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF
Shares4.0K
Event2026-03-31
Filed2026-04-09
IJS
-44.19%ISHARES S&P SMALL-CAP 600 VALUE ETF
Shares3.6K
Event2026-03-31
Filed2026-04-09
DGRW
88.45%WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
Shares4.8K
Event2026-03-31
Filed2026-04-09
AMCOR PLC COM NEW
NewAMCOR PLC COM NEW
Shares10.3K
Event2026-03-31
Filed2026-04-09
JHSC
0.00%JOHN HANCOCK MULTIFACTOR SMALL CAP ETF
Shares9.6K
Event2026-03-31
Filed2026-04-09
MUB
0.39%ISHARES NATIONAL MUNI BOND ETF
Shares3.9K
Event2026-03-31
Filed2026-04-09
TSM
11.41%TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
Shares1.2K
Event2026-03-31
Filed2026-04-09
TRP
-1.90%TC ENERGY CORP COM
Shares6.5K
Event2026-03-31
Filed2026-04-09
EFA
-8.03%ISHARES MSCI EAFE ETF
Shares4.1K
Event2026-03-31
Filed2026-04-09
UNILEVER PLC SPON ADR NEW
57.10%UNILEVER PLC SPON ADR NEW
Shares6.8K
Event2026-03-31
Filed2026-04-09
SUB
0.44%ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
Shares3.5K
Event2026-03-31
Filed2026-04-09
XLC
NewSTATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
Shares3.3K
Event2026-03-31
Filed2026-04-09
SBUX
9.31%STARBUCKS CORP COM
Shares3.8K
Event2026-03-31
Filed2026-04-09
DE
-0.51%DEERE & CO COM
Shares589
Event2026-03-31
Filed2026-04-09
KLAC
0.00%KLA CORP COM NEW
Shares224
Event2026-03-31
Filed2026-04-09
XEL
-25.09%XCEL ENERGY INC COM
Shares4.1K
Event2026-03-31
Filed2026-04-09
ISRG
-1.57%INTUITIVE SURGICAL INC COM NEW
Shares690
Event2026-03-31
Filed2026-04-09
MCD
998.91%MCDONALDS CORP COM
Shares1.0K
Event2026-03-31
Filed2026-04-09
MEDTRONIC PLC SHS
825.85%MEDTRONIC PLC SHS
Shares3.5K
Event2026-03-31
Filed2026-04-09
ORCL
7.70%ORACLE CORP COM
Shares2.1K
Event2026-03-31
Filed2026-04-09
CASY
13.08%CASEYS GEN STORES INC COM
Shares415
Event2026-03-31
Filed2026-04-09
VRTX
8.00%VERTEX PHARMACEUTICALS INC COM
Shares675
Event2026-03-31
Filed2026-04-09
NZF
0.00%NUVEEN MUN CR INCOME FD COM SH BEN INT
Shares24.0K
Event2026-03-31
Filed2026-04-09
SHW
1.00%SHERWIN WILLIAMS CO COM
Shares908
Event2026-03-31
Filed2026-04-09
ADI
-0.22%ANALOG DEVICES INC COM
Shares910
Event2026-03-31
Filed2026-04-09
ASML
-1.84%ASML HLDG NV N Y REGISTRY SHS
Shares213
Event2026-03-31
Filed2026-04-09
LMT
14.57%LOCKHEED MARTIN CORP COM
Shares464
Event2026-03-31
Filed2026-04-09
MA
16.22%MASTERCARD INCORPORATED CL A
Shares559
Event2026-03-31
Filed2026-04-09
KIM
NewKIMCO REALTY CORP COM
Shares12.2K
Event2026-03-31
Filed2026-04-09
AMP
-12.30%AMERIPRISE FINL INC COM
Shares606
Event2026-03-31
Filed2026-04-09
VBR
0.08%VANGUARD SMALL CAP VALUE ETF
Shares1.2K
Event2026-03-31
Filed2026-04-09
ORLY
0.00%OREILLY AUTOMOTIVE INC COM
Shares2.9K
Event2026-03-31
Filed2026-04-09
MO
41.01%ALTRIA GROUP INC COM
Shares4.0K
Event2026-03-31
Filed2026-04-09
PG
-15.57%PROCTER & GAMBLE CO COM
Shares1.8K
Event2026-03-31
Filed2026-04-09
APD
31.04%AIR PRODUCTS AND CHEMICALS INC COM
Shares916
Event2026-03-31
Filed2026-04-09
PJT
0.00%PJT PARTNERS INC COM CL A
Shares1.9K
Event2026-03-31
Filed2026-04-09
CCJ
0.00%CAMECO CORP COM
Shares2.4K
Event2026-03-31
Filed2026-04-09
GWW
5.29%WW GRAINGER INC COM
Shares239
Event2026-03-31
Filed2026-04-09
KMI
1911.46%KINDER MORGAN INC DEL COM
Shares7.7K
Event2026-03-31
Filed2026-04-09
SOXX
NewISHARES SEMICONDUCTOR ETF
Shares782
Event2026-03-31
Filed2026-04-09
VTI
0.00%VANGUARD TOTAL STOCK MARKET ETF
Shares800
Event2026-03-31
Filed2026-04-09
LINDE PLC SHS
-32.07%LINDE PLC SHS
Shares500
Event2026-03-31
Filed2026-04-09
CITIGROUP INC COM NEW
267.23%CITIGROUP INC COM NEW
Shares2.2K
Event2026-03-31
Filed2026-04-09
MDLZ
15725.93%MONDELEZ INTL INC CL A
Shares4.3K
Event2026-03-31
Filed2026-04-09
UBER
19.34%UBER TECHNOLOGIES INC COM
Shares3.4K
Event2026-03-31
Filed2026-04-09
O
-34.98%REALTY INCOME CORP COM
Shares4.0K
Event2026-03-31
Filed2026-04-09
SHOP
2.84%SHOPIFY INC CL A SUB VTG SHS
Shares2.1K
Event2026-03-31
Filed2026-04-09
KMB
24.29%KIMBERLY-CLARK CORP COM
Shares2.5K
Event2026-03-31
Filed2026-04-09
PPL
-1.17%PPL CORP COM
Shares6.3K
Event2026-03-31
Filed2026-04-09
BMY
191.04%BRISTOL-MYERS SQUIBB CO COM
Shares3.9K
Event2026-03-31
Filed2026-04-09
PH
-4.04%PARKER-HANNIFIN CORP COM
Shares261
Event2026-03-31
Filed2026-04-09
GS
355.93%GOLDMAN SACHS GROUP INC COM
Shares269
Event2026-03-31
Filed2026-04-09
ING
0.00%ING GROEP N.V. SPONSORED ADR
Shares8.7K
Event2026-03-31
Filed2026-04-09
FAST
288.15%FASTENAL CO COM
Shares4.9K
Event2026-03-31
Filed2026-04-09
BLACKSTONE INC COM
14.83%BLACKSTONE INC COM
Shares1.9K
Event2026-03-31
Filed2026-04-09
AJG
-15.62%GALLAGHER ARTHUR J & CO COM
Shares1.0K
Event2026-03-31
Filed2026-04-09
UNP
8.94%UNION PAC CORP COM
Shares890
Event2026-03-31
Filed2026-04-09
BAP
-9.87%CREDICORP LTD COM
Shares630
Event2026-03-31
Filed2026-04-09
INVESCO RAFI US 1000 ETF
-4.07%INVESCO RAFI US 1000 ETF
Shares4.4K
Event2026-03-31
Filed2026-04-09
VOT
0.12%VANGUARD MID-CAP GROWTH ETF
Shares804
Event2026-03-31
Filed2026-04-09
FDL
NewFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
Shares4.0K
Event2026-03-31
Filed2026-04-09
ARISTA NETWORKS INC COM SHS
93.96%ARISTA NETWORKS INC COM SHS
Shares1.6K
Event2026-03-31
Filed2026-04-09
BMO
-29.53%BANK MONTREAL MEDIUM COM
Shares1.5K
Event2026-03-31
Filed2026-04-09
SCZ
0.00%ISHARES MSCI EAFE SMALL-CAP ETF
Shares2.5K
Event2026-03-31
Filed2026-04-09
EME
-13.91%EMCOR GROUP INC COM
Shares260
Event2026-03-31
Filed2026-04-09
BN
0.00%BROOKFIELD CORP CL A LTD VT SH
Shares4.7K
Event2026-03-31
Filed2026-04-09
TROW
12737.50%PRICE T ROWE GROUP INC COM
Shares2.1K
Event2026-03-31
Filed2026-04-09
VO
3.21%VANGUARD MID-CAP ETF
Shares644
Event2026-03-31
Filed2026-04-09
PCAR
1524.74%PACCAR INC COM
Shares1.6K
Event2026-03-31
Filed2026-04-09
PRU
NewPRUDENTIAL FINL INC COM
Shares1.8K
Event2026-03-31
Filed2026-04-09
SNA
-0.83%SNAP ON INC COM
Shares476
Event2026-03-31
Filed2026-04-09
SONY
-0.02%SONY GROUP CORP SPONSORED ADR
Shares8.2K
Event2026-03-31
Filed2026-04-09
XLE
4613.56%STATE STREET ENERGY SELECT SECTOR SPDR ETF
Shares2.8K
Event2026-03-31
Filed2026-04-09
ITIC
NewINVESTORS TITLE CO NC COM
Shares780
Event2026-03-31
Filed2026-04-09
RPRX
0.00%ROYALTY PHARMA PLC SHS CLASS A
Shares3.5K
Event2026-03-31
Filed2026-04-09
IBM
478.15%INTERNATIONAL BUSINESS MACHS COM
Shares688
Event2026-03-31
Filed2026-04-09
SYK
-1.18%STRYKER CORPORATION COM
Shares504
Event2026-03-31
Filed2026-04-09
AXP
-1.10%AMERICAN EXPRESS CO COM
Shares540
Event2026-03-31
Filed2026-04-09
SNPS
-9.35%SYNOPSYS INC COM
Shares407
Event2026-03-31
Filed2026-04-09
NKE
2.73%NIKE INC CL B
Shares3.0K
Event2026-03-31
Filed2026-04-09
INTU
6.29%INTUIT COM
Shares372
Event2026-03-31
Filed2026-04-09
CMI
19.20%CUMMINS INC COM
Shares298
Event2026-03-31
Filed2026-04-09
PFG
NewPRINCIPAL FINANCIAL GROUP INC COM
Shares1.7K
Event2026-03-31
Filed2026-04-09
XLF
179.95%STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Shares3.1K
Event2026-03-31
Filed2026-04-09
VGT
-2.23%VANGUARD INFORMATION TECHNOLOGY ETF
Shares219
Event2026-03-31
Filed2026-04-09
MPWR
-1.43%MONOLITHIC PWR SYS INC COM
Shares138
Event2026-03-31
Filed2026-04-09
SPGI
-1.67%S&P GLOBAL INC COM
Shares354
Event2026-03-31
Filed2026-04-09
WMB
0.00%WILLIAMS COS INC COM
Shares2.1K
Event2026-03-31
Filed2026-04-09
QGRO
0.00%AMERICAN CENTURY U.S. QUALITY GROWTH ETF
Shares1.4K
Event2026-03-31
Filed2026-04-09
DHR
1.80%DANAHER CORP DEL COM
Shares791
Event2026-03-31
Filed2026-04-09
RDVY
NewFIRST TRUST RISING DIVIDEND ACHIEVERS ETF
Shares2.2K
Event2026-03-31
Filed2026-04-09
CCEP
0.00%COCA-COLA EUROPACIFIC PARTNERS SHS
Shares1.6K
Event2026-03-31
Filed2026-04-09
MMC
13.69%MARSH & MCLENNAN COS INC COM
Shares847
Event2026-03-31
Filed2026-04-09
VYM
NewVANGUARD HIGH DIVIDEND YIELD INDEX ETF
Shares953
Event2026-03-31
Filed2026-04-09
DELL
5373.33%DELL TECHNOLOGIES INC CL C
Shares821
Event2026-03-31
Filed2026-04-09
T
9.95%AT&T INC COM
Shares4.6K
Event2026-03-31
Filed2026-04-09
VTV
0.59%VANGUARD VALUE ETF
Shares681
Event2026-03-31
Filed2026-04-09
RJF
0.77%RAYMOND JAMES FINL INC COM
Shares920
Event2026-03-31
Filed2026-04-09
ABNB
0.97%AIRBNB INC COM CL A
Shares1.0K
Event2026-03-31
Filed2026-04-09
CENCORA INC COM
328.57%CENCORA INC COM
Shares420
Event2026-03-31
Filed2026-04-09
PSX
37.00%PHILLIPS 66 COM
Shares722
Event2026-03-31
Filed2026-04-09
FDX
1217.86%FEDEX CORP COM
Shares369
Event2026-03-31
Filed2026-04-09
ROST
0.68%ROSS STORES INC COM
Shares593
Event2026-03-31
Filed2026-04-09
BDYN
1.53%ISHARES DYNAMIC EQUITY ACTIVE ETF
Shares5.3K
Event2026-03-31
Filed2026-04-09
SPSM
-22.53%STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
Shares2.6K
Event2026-03-31
Filed2026-04-09
RSG
156.50%REPUBLIC SVCS INC COM
Shares572
Event2026-03-31
Filed2026-04-09
GE AEROSPACE COM NEW
163.03%GE AEROSPACE COM NEW
Shares434
Event2026-03-31
Filed2026-04-09
GSK PLC SPONSORED ADR
-75.16%GSK PLC SPONSORED ADR
Shares2.2K
Event2026-03-31
Filed2026-04-09
VRSK
5.49%VERISK ANALYTICS INC COM
Shares634
Event2026-03-31
Filed2026-04-09
QSR
NewRESTAURANT BRANDS INTL INC COM
Shares1.6K
Event2026-03-31
Filed2026-04-09
CEG
-0.70%CONSTELLATION ENERGY CORP COM
Shares426
Event2026-03-31
Filed2026-04-09
CW
5.49%CURTISS WRIGHT CORP COM
Shares173
Event2026-03-31
Filed2026-04-09
HYG
0.00%ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
Shares1.5K
Event2026-03-31
Filed2026-04-09
TW
20.81%TRADEWEB MKTS INC CL A
Shares981
Event2026-03-31
Filed2026-04-09
ADBE
-35.25%ADOBE INC COM
Shares474
Event2026-03-31
Filed2026-04-09
HLT
0.00%HILTON WORLDWIDE HLDGS INC COM
Shares366
Event2026-03-31
Filed2026-04-09
DLR
-0.49%DIGITAL RLTY TR INC COM
Shares615
Event2026-03-31
Filed2026-04-09
ENTG
2.06%ENTEGRIS INC COM
Shares943
Event2026-03-31
Filed2026-04-09
BDVL
-2.32%ISHARES DISCIPLINED VOLATILITY EQUITY ACTIVE ETF TRUST UNIT
Shares4.5K
Event2026-03-31
Filed2026-04-09
TLH
8.36%ISHARES 10-20 YEAR TREASURY BOND ETF
Shares1.1K
Event2026-03-31
Filed2026-04-09
BEN
NewFRANKLIN RESOURCES INC COM
Shares4.6K
Event2026-03-31
Filed2026-04-09
BERKSHIRE HATHAWAY INC DEL CL B NEW
-10.40%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares224
Event2026-03-31
Filed2026-04-09
CMG
5.85%CHIPOTLE MEXICAN GRILL INC COM
Shares3.4K
Event2026-03-31
Filed2026-04-09
CTAS
159.43%CINTAS CORP COM
Shares633
Event2026-03-31
Filed2026-04-09
NTR
NewNUTRIEN LTD COM
Shares1.4K
Event2026-03-31
Filed2026-04-09
HLN
0.00%HALEON PLC SPON ADS
Shares10.6K
Event2026-03-31
Filed2026-04-09
LOPE
0.00%GRAND CANYON ED INC COM
Shares621
Event2026-03-31
Filed2026-04-09
VIG
NewVANGUARD DIVIDEND APPRECIATION ETF
Shares485
Event2026-03-31
Filed2026-04-09
MNST
-11.64%MONSTER BEVERAGE CORP NEW COM
Shares1.4K
Event2026-03-31
Filed2026-04-09
HEI
-4.05%HEICO CORP NEW COM
Shares379
Event2026-03-31
Filed2026-04-09
CR
-2.44%CRANE COMPANY COMMON STOCK
Shares599
Event2026-03-31
Filed2026-04-09
SIRIUSXM HOLDINGS INC COMMON STOCK
NewSIRIUSXM HOLDINGS INC COMMON STOCK
Shares4.4K
Event2026-03-31
Filed2026-04-09
VLO
-0.96%VALERO ENERGY CORP COM
Shares413
Event2026-03-31
Filed2026-04-09
ALC
0.00%ALCON AG ORD SHS
Shares1.3K
Event2026-03-31
Filed2026-04-09
COLB
NewCOLUMBIA BKG SYS INC COM
Shares3.7K
Event2026-03-31
Filed2026-04-09
MEDP
0.00%MEDPACE HLDGS INC COM
Shares208
Event2026-03-31
Filed2026-04-09
ZTS
468.24%ZOETIS INC CL A
Shares841
Event2026-03-31
Filed2026-04-09
IUSV
0.41%ISHARES CORE S&P US VALUE ETF
Shares968
Event2026-03-31
Filed2026-04-09
VNQ
0.00%VANGUARD REAL ESTATE ETF
Shares1.1K
Event2026-03-31
Filed2026-04-09
KNTK
NewKINETIK HOLDINGS INC COM NEW CL A
Shares2.0K
Event2026-03-31
Filed2026-04-09
ALNY
130.16%ALNYLAM PHARMACEUTICALS INC COM
Shares290
Event2026-03-31
Filed2026-04-09
DDOG
23.83%DATADOG INC CL A COM
Shares795
Event2026-03-31
Filed2026-04-09
UBND
0.86%VICTORYSHARES CORE PLUS BOND ETF
Shares4.2K
Event2026-03-31
Filed2026-04-09
ADP
21.29%AUTOMATIC DATA PROCESSING INC COM
Shares450
Event2026-03-31
Filed2026-04-09
TFI
-11.13%STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF
Shares2.0K
Event2026-03-31
Filed2026-04-09
WM
720.83%WASTE MGMT INC DEL COM
Shares394
Event2026-03-31
Filed2026-04-09
GILD
-70.37%GILEAD SCIENCES INC COM
Shares649
Event2026-03-31
Filed2026-04-09
JMST
0.63%JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
Shares1.8K
Event2026-03-31
Filed2026-04-09
VEEV
1.80%VEEVA SYS INC CL A COM
Shares509
Event2026-03-31
Filed2026-04-09
QUAL
0.00%ISHARES MSCI USA QUALITY FACTOR ETF
Shares464
Event2026-03-31
Filed2026-04-09
DHI
9.12%D R HORTON INC COM
Shares646
Event2026-03-31
Filed2026-04-09
BND
0.59%VANGUARD TOTAL BOND MARKET ETF
Shares1.2K
Event2026-03-31
Filed2026-04-09
BE
NewBLOOM ENERGY CORP COM CL A
Shares635
Event2026-03-31
Filed2026-04-09
ENSG
0.00%ENSIGN GROUP INC COM
Shares421
Event2026-03-31
Filed2026-04-09
UPS
-89.72%UNITED PARCEL SVCS INC CL B
Shares858
Event2026-03-31
Filed2026-04-09
RB GLOBAL INC COM
0.00%RB GLOBAL INC COM
Shares877
Event2026-03-31
Filed2026-04-09
AEIS
7.02%ADVANCED ENERGY INDS COM
Shares259
Event2026-03-31
Filed2026-04-09
SRE
0.00%SEMPRA COM
Shares856
Event2026-03-31
Filed2026-04-09
MTN
NewVAIL RESORTS INC COM
Shares634
Event2026-03-31
Filed2026-04-09
GWRE
6.89%GUIDEWIRE SOFTWARE INC COM
Shares543
Event2026-03-31
Filed2026-04-09
BMRN
NewBIOMARIN PHARMACEUTICAL INC COM
Shares1.4K
Event2026-03-31
Filed2026-04-09
FHI
NewFEDERATED HERMES INC CL B
Shares1.4K
Event2026-03-31
Filed2026-04-09
CMCSA
19.92%COMCAST CORP NEW CL A
Shares2.8K
Event2026-03-31
Filed2026-04-09
HLI
-0.54%HOULIHAN LOKEY INC CL A
Shares553
Event2026-03-31
Filed2026-04-09
NVT
-3.31%NVENT ELEC PLC SHS
Shares671
Event2026-03-31
Filed2026-04-09
IT
0.00%GARTNER INC COM
Shares500
Event2026-03-31
Filed2026-04-09
CBRE
-0.34%CBRE GROUP INC CL A
Shares583
Event2026-03-31
Filed2026-04-09
CAT
-7.50%CATERPILLAR INC COM
Shares111
Event2026-03-31
Filed2026-04-09
TPR
-2.80%TAPESTRY INC COM
Shares556
Event2026-03-31
Filed2026-04-09
COP
14.29%CONOCOPHILLIPS COM
Shares592
Event2026-03-31
Filed2026-04-09
MU
68.61%MICRON TECHNOLOGY INC COM
Shares231
Event2026-03-31
Filed2026-04-09
TOST
44.72%TOAST INC CL A
Shares2.9K
Event2026-03-31
Filed2026-04-09
ABT
-9.45%ABBOTT LABORATORIES COM
Shares738
Event2026-03-31
Filed2026-04-09
KEYS
0.00%KEYSIGHT TECHNOLOGIES INC COM
Shares267
Event2026-03-31
Filed2026-04-09
SYY
247.04%SYSCO CORP COM
Shares1.1K
Event2026-03-31
Filed2026-04-09
COF
-0.97%CAPITAL ONE FINL CORP COM
Shares407
Event2026-03-31
Filed2026-04-09
ITW
32.09%ILLINOIS TOOL WKS INC COM
Shares284
Event2026-03-31
Filed2026-04-09
UCB
NewUNITED CMNTY BKS BLAIRSVLE GA COM
Shares2.3K
Event2026-03-31
Filed2026-04-09
CRWD
-5.64%CROWDSTRIKE HLDGS INC CL A
Shares184
Event2026-03-31
Filed2026-04-09
WWD
0.00%WOODWARD INC COM
Shares200
Event2026-03-31
Filed2026-04-09
LAMR
NewLAMAR ADVERTISING CO CL A
Shares557
Event2026-03-31
Filed2026-04-09
DIS
-3.44%DISNEY WALT CO COM
Shares729
Event2026-03-31
Filed2026-04-09
CB
-1.84%CHUBB LTD SWITZ COM
Shares213
Event2026-03-31
Filed2026-04-09
VIK
-2.19%VIKING HOLDINGS LTD ORD SHS
Shares938
Event2026-03-31
Filed2026-04-09
NET
-7.76%CLOUDFLARE INC CL A COM
Shares333
Event2026-03-31
Filed2026-04-09
QNITY ELECTRONICS INC COMMON STOCK
NewQNITY ELECTRONICS INC COMMON STOCK
Shares591
Event2026-03-31
Filed2026-04-09
CAVA
14.64%CAVA GROUP INC COM
Shares838
Event2026-03-31
Filed2026-04-09
IGSB
-72.34%ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
Shares1.3K
Event2026-03-31
Filed2026-04-09
DPZ
NewDOMINOS PIZZA INC COM
Shares186
Event2026-03-31
Filed2026-04-09
LW
NewLAMB WESTON HLDGS INC COM
Shares1.6K
Event2026-03-31
Filed2026-04-09
RTO
0.00%RENTOKIL INITIAL PLC SPONSORED ADR
Shares2.1K
Event2026-03-31
Filed2026-04-09
MCO
476.92%MOODYS CORP COM
Shares150
Event2026-03-31
Filed2026-04-09
MBB
-51.46%ISHARES MBS ETF
Shares681
Event2026-03-31
Filed2026-04-09
TJX
3.07%TJX COS INC NEW COM
Shares403
Event2026-03-31
Filed2026-04-09
TYL
-45.93%TYLER TECHNOLOGIES INC COM
Shares186
Event2026-03-31
Filed2026-04-09
IYW
0.00%ISHARES U.S. TECHNOLOGY ETF
Shares348
Event2026-03-31
Filed2026-04-09
CVS
-0.90%CVS HEALTH CORP COM
Shares878
Event2026-03-31
Filed2026-04-09
INTC
214.16%INTEL CORP COM
Shares1.4K
Event2026-03-31
Filed2026-04-09
APG
-4.66%API GROUP CORP COM STK
Shares1.5K
Event2026-03-31
Filed2026-04-09
MLN
2.05%VANECK LONG MUNI ETF
Shares3.5K
Event2026-03-31
Filed2026-04-09
AIQ
0.00%GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
Shares1.3K
Event2026-03-31
Filed2026-04-09
PEN
-27.42%PENUMBRA INC COM
Shares180
Event2026-03-31
Filed2026-04-09
LOW
-4.25%LOWES COS INC COM
Shares248
Event2026-03-31
Filed2026-04-09
JVAL
0.00%JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND
Shares1.2K
Event2026-03-31
Filed2026-04-09
TXRH
2.35%TEXAS ROADHOUSE INC COM
Shares349
Event2026-03-31
Filed2026-04-09
FIVE
-4.60%FIVE BELOW INC COM
Shares249
Event2026-03-31
Filed2026-04-09
CUBE
NewCUBESMART COM
Shares1.5K
Event2026-03-31
Filed2026-04-09
MSI
282.35%MOTOROLA SOLUTIONS INC COM NEW
Shares130
Event2026-03-31
Filed2026-04-09
RY
0.00%ROYAL BK CDA COM
Shares344
Event2026-03-31
Filed2026-04-09
BABA
-0.23%ALIBABA GROUP HLDG LTD SPONSORED ADS
Shares439
Event2026-03-31
Filed2026-04-09
ETR
2.11%ENTERGY CORP NEW COM
Shares483
Event2026-03-31
Filed2026-04-09
JCI
-9.09%JOHNSON CTLS INTL PLC SHS
Shares410
Event2026-03-31
Filed2026-04-09
VOYA
NewVOYA FINANCIAL INC COM
Shares771
Event2026-03-31
Filed2026-04-09
TER
1509.09%TERADYNE INC COM
Shares177
Event2026-03-31
Filed2026-04-09
IBIT
52.64%ISHARES BITCOIN TRUST ETF
Shares1.4K
Event2026-03-31
Filed2026-04-09
MELI
328.57%MERCADOLIBRE INC COM
Shares30
Event2026-03-31
Filed2026-04-09
TKO
NewTKO GROUP HOLDINGS INC CL A
Shares254
Event2026-03-31
Filed2026-04-09
OLLI
-5.71%OLLIES BARGAIN OUTLET HLDGS COM
Shares545
Event2026-03-31
Filed2026-04-09
KAI
21.28%KADANT INC COM
Shares171
Event2026-03-31
Filed2026-04-09
HSY
0.00%HERSHEY CO COM
Shares238
Event2026-03-31
Filed2026-04-09
EXPE
1683.33%EXPEDIA GROUP INC COM NEW
Shares214
Event2026-03-31
Filed2026-04-09
APP
241.67%APPLOVIN CORP COM CL A
Shares123
Event2026-03-31
Filed2026-04-09
WFC
1.66%WELLS FARGO & CO COM
Shares614
Event2026-03-31
Filed2026-04-09
GKOS
0.00%GLAUKOS CORP COM
Shares454
Event2026-03-31
Filed2026-04-09
SF
49.89%STIFEL FINL CORP COM
Shares658
Event2026-03-31
Filed2026-04-09
LQD
-10.44%ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
Shares446
Event2026-03-31
Filed2026-04-09
IBN
0.00%ICICI BANK LIMITED ADR
Shares1.8K
Event2026-03-31
Filed2026-04-09
DFEB
NewFT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY
Shares996
Event2026-03-31
Filed2026-04-09
TRV
-1.23%TRAVELERS COMPANIES INC COM
Shares160
Event2026-03-31
Filed2026-04-09
EHC
0.00%ENCOMPASS HEALTH CORP COM
Shares482
Event2026-03-31
Filed2026-04-09
VRT
2.21%VERTIV HOLDINGS CO COM CL A
Shares185
Event2026-03-31
Filed2026-04-09
DVN
-17.17%DEVON ENERGY CORP NEW COM
Shares907
Event2026-03-31
Filed2026-04-09
KB
0.00%KB FINL GROUP INC SPONSORED ADR
Shares453
Event2026-03-31
Filed2026-04-09
KNSL
0.00%KINSALE CAP GROUP INC COM
Shares131
Event2026-03-31
Filed2026-04-09
CROWN CASTLE INC COM
-0.90%CROWN CASTLE INC COM
Shares548
Event2026-03-31
Filed2026-04-09
FQAL
NewFIDELITY QUALITY FACTOR ETF
Shares607
Event2026-03-31
Filed2026-04-09
DEO
-73.30%DIAGEO PLC SPON ADR NEW
Shares584
Event2026-03-31
Filed2026-04-09
PLTR
-1.34%PALANTIR TECHNOLOGIES INC CL A
Shares294
Event2026-03-31
Filed2026-04-09
HXL
0.00%HEXCEL CORP NEW COM
Shares524
Event2026-03-31
Filed2026-04-09
PHM
-9.14%PULTE GROUP INC COM
Shares358
Event2026-03-31
Filed2026-04-09
CHD
75.49%CHURCH & DWIGHT CO INC COM
Shares451
Event2026-03-31
Filed2026-04-09
DSGX
-12.10%DESCARTES SYS GROUP INC COM
Shares581
Event2026-03-31
Filed2026-04-09
KRMN
NewKARMAN HLDGS INC COMMON STOCK
Shares517
Event2026-03-31
Filed2026-04-09
SHY
-80.48%ISHARES 1-3 YEAR TREASURY BOND ETF
Shares500
Event2026-03-31
Filed2026-04-09
ICE
-1.51%INTERCONTINENTAL EXCHANGE INC COM
Shares261
Event2026-03-31
Filed2026-04-09
IBKR
NewINTERACTIVE BROKERS GROUP INC COM CL A
Shares608
Event2026-03-31
Filed2026-04-09
ROL
0.00%ROLLINS INC COM
Shares762
Event2026-03-31
Filed2026-04-09
ALB
0.00%ALBEMARLE CORP COM
Shares226
Event2026-03-31
Filed2026-04-09
CHRW
0.00%C H ROBINSON WORLDWIDE IN COM NEW
Shares244
Event2026-03-31
Filed2026-04-09
WST
0.00%WEST PHARMACEUTICAL SVSC INC COM
Shares161
Event2026-03-31
Filed2026-04-09
LPLA
NewLPL FINL HLDGS INC COM
Shares133
Event2026-03-31
Filed2026-04-09
HDB
0.00%HDFC BANK LTD SPONSORED ADS
Shares1.6K
Event2026-03-31
Filed2026-04-09
BITB
0.00%BITWISE BITCOIN ETF TRUST
Shares1.1K
Event2026-03-31
Filed2026-04-09
KT
-0.65%KT CORP SPONSORED ADR
Shares1.8K
Event2026-03-31
Filed2026-04-09
TD
0.00%TORONTO DOMINION BK ONT COM NEW
Shares419
Event2026-03-31
Filed2026-04-09
CSX
-1.65%CSX CORP COM
Shares952
Event2026-03-31
Filed2026-04-09
JEPQ
-76.67%JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
Shares700
Event2026-03-31
Filed2026-04-09
HALO
-3.23%HALOZYME THERAPEUTICS INC COM
Shares600
Event2026-03-31
Filed2026-04-09
MGC
NewVANGUARD MEGA CAP ETF
Shares162
Event2026-03-31
Filed2026-04-09
MKL
NewMARKEL GROUP INC COM
Shares20
Event2026-03-31
Filed2026-04-09
LH
0.00%LABCORP HOLDINGS INC COM SHS
Shares143
Event2026-03-31
Filed2026-04-09
CXE
0.00%MFS HIGH INCOME MUN TR SH BEN INT
Shares10.3K
Event2026-03-31
Filed2026-04-09
PKG
-5.85%PACKAGING CORP AMER COM
Shares177
Event2026-03-31
Filed2026-04-09
IPAR
0.00%INTERPARFUMS INC COM
Shares412
Event2026-03-31
Filed2026-04-09
HP INC COM
NewHP INC COM
Shares1.9K
Event2026-03-31
Filed2026-04-09
WK
0.00%WORKIVA INC COM CL A
Shares617
Event2026-03-31
Filed2026-04-09
INMU
-1.05%ISHARES INTERMEDIATE MUNI INCOME ACTIVE ETF
Shares1.5K
Event2026-03-31
Filed2026-04-09
GPC
177.24%GENUINE PARTS CO COM
Shares341
Event2026-03-31
Filed2026-04-09
IDXX
48.84%IDEXX LABS INC COM
Shares64
Event2026-03-31
Filed2026-04-09
SGI
NewSOMNIGROUP INTERNATIONAL INC COM
Shares482
Event2026-03-31
Filed2026-04-09
ULTA
0.00%ULTA BEAUTY INC COM
Shares68
Event2026-03-31
Filed2026-04-09
ACWX
NewISHARES MSCI ACWI EX U.S. ETF
Shares519
Event2026-03-31
Filed2026-04-09
RNR
0.00%RENAISSANCERE HLDGS LTD COM
Shares119
Event2026-03-31
Filed2026-04-09
DRI
-1.10%DARDEN RESTAURANTS INC COM
Shares179
Event2026-03-31
Filed2026-04-09
CNQ
0.00%CANADIAN NAT RES LTD MED TERM COM
Shares716
Event2026-03-31
Filed2026-04-09
RGA
0.00%REINSURANCE GROUP AMER INC COM NEW
Shares170
Event2026-03-31
Filed2026-04-09
CNI
0.00%CANADIAN NATL RY CO COM
Shares337
Event2026-03-31
Filed2026-04-09
GOVT
234.81%ISHARES U.S. TREASURY BOND ETF
Shares1.5K
Event2026-03-31
Filed2026-04-09
TWLO
0.00%TWILIO INC CL A
Shares272
Event2026-03-31
Filed2026-04-09
EXPO
29.85%EXPONENT INC COM
Shares522
Event2026-03-31
Filed2026-04-09
MAS
-9.95%MASCO CORP COM
Shares561
Event2026-03-31
Filed2026-04-09
SPYV
0.00%STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
Shares597
Event2026-03-31
Filed2026-04-09
FRPT
0.00%FRESHPET INC COM
Shares571
Event2026-03-31
Filed2026-04-09
CRL
0.00%CHARLES RIV LABS INTL INC COM
Shares195
Event2026-03-31
Filed2026-04-09
VBK
0.00%VANGUARD SMALL-CAP GROWTH ETF
Shares111
Event2026-03-31
Filed2026-04-09
DOV
10.27%DOVER CORP COM
Shares161
Event2026-03-31
Filed2026-04-09
CTRA
-0.10%COTERRA ENERGY INC COM
Shares954
Event2026-03-31
Filed2026-04-09
IQV
7.10%IQVIA HLDGS INC COM
Shares196
Event2026-03-31
Filed2026-04-09
PRVA
0.00%PRIVIA HEALTH GROUP INC COM
Shares1.6K
Event2026-03-31
Filed2026-04-09
PCTY
-4.39%PAYLOCITY HLDG CORP COM
Shares305
Event2026-03-31
Filed2026-04-09
AKAM
0.00%AKAMAI TECHNOLOGIES INC COM
Shares285
Event2026-03-31
Filed2026-04-09
WTFC
0.00%WINTRUST FINL CORP COM
Shares232
Event2026-03-31
Filed2026-04-09
FICO
3.45%FAIR ISAAC CORP COM
Shares30
Event2026-03-31
Filed2026-04-09
HMC
NewHONDA MOTOR CO LTD ADR ECH CNV IN 3
Shares1.3K
Event2026-03-31
Filed2026-04-09
MDB
-6.57%MONGODB INC CL A
Shares128
Event2026-03-31
Filed2026-04-09
ELV
87.72%ELEVANCE HEALTH INC FORMERLY A COM
Shares107
Event2026-03-31
Filed2026-04-09
EWBC
0.00%EAST WEST BANCORP INC COM
Shares293
Event2026-03-31
Filed2026-04-09
AFL
0.00%AFLAC INC COM
Shares280
Event2026-03-31
Filed2026-04-09
IWP
-94.77%ISHARES RUSSELL MID-CAP GROWTH ETF
Shares239
Event2026-03-31
Filed2026-04-09
STERIS PLC SHS USD
0.00%STERIS PLC SHS USD
Shares137
Event2026-03-31
Filed2026-04-09
ROP
25.00%ROPER TECHNOLOGIES INC COM
Shares85
Event2026-03-31
Filed2026-04-09
WELL
0.00%WELLTOWER INC COM
Shares152
Event2026-03-31
Filed2026-04-09
ARW
0.00%ARROW ELECTRS INC COM
Shares208
Event2026-03-31
Filed2026-04-09
GATX
0.00%GATX CORP COM
Shares174
Event2026-03-31
Filed2026-04-09
RMD
0.00%RESMED INC COM
Shares130
Event2026-03-31
Filed2026-04-09
CDNS
43.84%CADENCE DESIGN SYSTEM INC COM
Shares105
Event2026-03-31
Filed2026-04-09
TTWO
0.00%TAKE-TWO INTERACTIVE SOFTWARE COM
Shares146
Event2026-03-31
Filed2026-04-09
RBC
NewRBC BEARINGS INC COM
Shares53
Event2026-03-31
Filed2026-04-09
NVS
0.00%NOVARTIS AG SPONSORED ADR
Shares187
Event2026-03-31
Filed2026-04-09
CM
0.00%CANADIAN IMPERIAL BANK OF COMM COM
Shares301
Event2026-03-31
Filed2026-04-09
CRH PLC ORD
-16.51%CRH PLC ORD
Shares268
Event2026-03-31
Filed2026-04-09
XLK
-8.26%STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares211
Event2026-03-31
Filed2026-04-09
QIAGEN NV ORD SHARES
NewQIAGEN NV ORD SHARES
Shares690
Event2026-03-31
Filed2026-04-09
SMG
0.00%SCOTTS MIRACLE-GRO CO CL A
Shares453
Event2026-03-31
Filed2026-04-09
DFIS
0.00%DIMENSIONAL INTERNATIONAL SMALL CAP ETF
Shares818
Event2026-03-31
Filed2026-04-09
ITOT
NewISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
Shares193
Event2026-03-31
Filed2026-04-09
ETV
0.00%EATON VANCE TAX-MANAGED BUY- COM
Shares2.0K
Event2026-03-31
Filed2026-04-09
LHX
14.71%L3HARRIS TECHNOLOGIES INC COM
Shares78
Event2026-03-31
Filed2026-04-09
SCHW
30.73%SCHWAB CHARLES CORP COM
Shares285
Event2026-03-31
Filed2026-04-09
A
13.66%AGILENT TECHNOLOGIES INC COM
Shares233
Event2026-03-31
Filed2026-04-09
PRIM
0.00%PRIMORIS SVCS CORP COM
Shares184
Event2026-03-31
Filed2026-04-09
NXPI
-3.62%NXP SEMICONDUCTORS N V COM
Shares133
Event2026-03-31
Filed2026-04-09
CRDO
2.99%CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES
Shares276
Event2026-03-31
Filed2026-04-09
MLM
2.33%MARTIN MARIETTA MATLS INC COM
Shares44
Event2026-03-31
Filed2026-04-09
GDDY
5.78%GODADDY INC CL A
Shares311
Event2026-03-31
Filed2026-04-09
DECK
0.00%DECKERS OUTDOOR CORP COM
Shares252
Event2026-03-31
Filed2026-04-09
FTLS
0.00%FIRST TRUST LONG/SHORT EQUITY ETF
Shares357
Event2026-03-31
Filed2026-04-09
XLI
-19.58%STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
Shares152
Event2026-03-31
Filed2026-04-09
TECH
0.00%BIO-TECHNE CORP COM
Shares468
Event2026-03-31
Filed2026-04-09
SAIA
13.11%SAIA INC COM
Shares69
Event2026-03-31
Filed2026-04-09
AMD
0.00%ADVANCED MICRO DEVICES INC COM
Shares118
Event2026-03-31
Filed2026-04-09
MTSI
-3.64%MACOM TECH SOLUTIONS HLDGS INC COM
Shares106
Event2026-03-31
Filed2026-04-09
FLO
0.00%FLOWERS FOODS INC COM
Shares2.9K
Event2026-03-31
Filed2026-04-09
FVD
NewFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
Shares489
Event2026-03-31
Filed2026-04-09
GCOW
NewPACER GLOBAL CASH COWS DIVIDEND ETF
Shares497
Event2026-03-31
Filed2026-04-09
IEF
-30.72%ISHARES 7-10 YEAR TREASURY BOND ETF
Shares239
Event2026-03-31
Filed2026-04-09
SHEL
7.46%SHELL PLC SPON ADS
Shares245
Event2026-03-31
Filed2026-04-09
CGNX
0.00%COGNEX CORP COM
Shares464
Event2026-03-31
Filed2026-04-09
VDC
0.00%VANGUARD CONSUMER STAPLES ETF
Shares100
Event2026-03-31
Filed2026-04-09
DIVO
0.00%AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
Shares500
Event2026-03-31
Filed2026-04-09
IEUR
-22.57%ISHARES CORE MSCI EUROPE ETF
Shares319
Event2026-03-31
Filed2026-04-09
BLOK
NewAMPLIFY BLOCKCHAIN TECHNOLOGY ETF
Shares447
Event2026-03-31
Filed2026-04-09
OPCH
0.00%OPTION CARE HEALTH INC COM NEW
Shares825
Event2026-03-31
Filed2026-04-09
VT
0.00%VANGUARD TOTAL WORLD STOCK ETF
Shares160
Event2026-03-31
Filed2026-04-09
CSGP
0.00%COSTAR GROUP INC COM
Shares545
Event2026-03-31
Filed2026-04-09
SSD
0.00%SIMPSON MFG INC COM
Shares127
Event2026-03-31
Filed2026-04-09
TT
0.00%TRANE TECHNOLOGIES PLC SHS
Shares52
Event2026-03-31
Filed2026-04-09
SPXC
0.00%SPX TECHNOLOGIES INC COM
Shares108
Event2026-03-31
Filed2026-04-09
SPG
-5.00%SIMON PPTY GROUP INC NEW COM
Shares114
Event2026-03-31
Filed2026-04-09
SLYG
0.00%STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF
Shares220
Event2026-03-31
Filed2026-04-09
BINC
-13.59%ISHARES FLEXIBLE INCOME ACTIVE ETF
Shares407
Event2026-03-31
Filed2026-04-09
BROS
0.00%DUTCH BROS INC CL A
Shares415
Event2026-03-31
Filed2026-04-09
BXP
0.00%BXP INC COM
Shares405
Event2026-03-31
Filed2026-04-09
CTVA
-4.56%CORTEVA INC COM
Shares251
Event2026-03-31
Filed2026-04-09
OEF
0.00%ISHARES S&P 100 ETF
Shares65
Event2026-03-31
Filed2026-04-09
BIO
0.00%BIO RAD LABS INC CL A
Shares74
Event2026-03-31
Filed2026-04-09
EMN
0.00%EASTMAN CHEM CO COM
Shares266
Event2026-03-31
Filed2026-04-09
BP
0.00%BP PLC SPONSORED ADR
Shares426
Event2026-03-31
Filed2026-04-09
FLEX
-8.96%FLEXTRONICS INTL LTD ORD
Shares305
Event2026-03-31
Filed2026-04-09
FTI
-32.55%TECHNIPFMC PLC COM
Shares286
Event2026-03-31
Filed2026-04-09
PZZA
NewPAPA JOHNS INTL INC COM
Shares609
Event2026-03-31
Filed2026-04-09
SWKS
0.00%SKYWORKS SOLUTIONS INC COM
Shares368
Event2026-03-31
Filed2026-04-09
EEMV
-20.53%ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF
Shares302
Event2026-03-31
Filed2026-04-09
CL
NewCOLGATE PALMOLIVE CO COM
Shares229
Event2026-03-31
Filed2026-04-09
TIGO
-15.58%MILLICOM INTL CELLULAR S A COM STK
Shares260
Event2026-03-31
Filed2026-04-09
CNC
0.00%CENTENE CORP DEL COM
Shares593
Event2026-03-31
Filed2026-04-09
EFG
0.00%ISHARES MSCI EAFE GROWTH ETF
Shares173
Event2026-03-31
Filed2026-04-09
WDC
-11.25%WESTERN DIGITAL CORP COM
Shares71
Event2026-03-31
Filed2026-04-09
LAM RESEARCH CORP COM NEW
64.15%LAM RESEARCH CORP COM NEW
Shares87
Event2026-03-31
Filed2026-04-09
ED
-4.12%CONSOLIDATED EDISON INC COM
Shares163
Event2026-03-31
Filed2026-04-09
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available