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

Currently, Perennial Investment Advisors, LLC holds 498 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in IWY (+29.1K shares, valued at $7.2M), IVV (+10.6K shares, valued at $6.9M), RDVY (+73.4K shares, valued at $5.0M); decreased their positions in OEF (-28.5K shares, valued at $9.1M), DYNF (-55.9K shares, valued at $3.3M), NVDA (-16.2K shares, valued at $2.8M); initiated new positions in JANW (+40.8K shares, valued at $1.5M), VOLT (+23.8K shares, valued at $813.4K), BRK.A (+1 shares, valued at $718.1K).

1M P&L

+50.5M+3.96%

3M P&L

-52.9M-3.84%

HY P&L

-32.9M-2.42%

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/A874.7M

73.9%

2Semiconductors66.6M

5.6%

3Consumer Electronics42.5M

3.6%

Top Industries by Stock Count

1N/A264 stocks

57.3%

2Software - Application14 stocks

3.0%

3Semiconductors11 stocks

2.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION318.5K shares-4.85%2026-03-312026-05-15

QUS SPDR SERIES TRUST317.8K shares6.51%2026-03-312026-05-15

SPHQ INVESCO EXCHANGE TRADED FD T695.7K shares-1.51%2026-03-312026-05-15

SPYG SPDR SERIES TRUST500.6K shares0.12%2026-03-312026-05-15

SPYV SPDR SERIES TRUST841.9K shares-1.21%2026-03-312026-05-15

AAPL APPLE INC167.5K shares2.28%2026-03-312026-05-15

IWY ISHARES TR168.2K shares20.89%2026-03-312026-05-15

TSLA TESLA INC96.3K shares-3.64%2026-03-312026-05-15

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD519.0K shares16.47%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T30.2K shares1.78%2026-03-312026-05-15

DYNF BLACKROCK ETF TRUST327.6K shares-14.59%2026-03-312026-05-15

IYW ISHARES TR99.5K shares-0.99%2026-03-312026-05-15

AMZN AMAZON COM INC76.9K shares4.85%2026-03-312026-05-15

IVV ISHARES TR24.1K shares77.98%2026-03-312026-05-15

SPYM SPDR SERIES TRUST198.3K shares36.05%2026-03-312026-05-15

BAI BLACKROCK ETF TRUST399.0K shares15.79%2026-03-312026-05-15

Sponsored

MSFT MICROSOFT CORP34.0K shares-0.52%2026-03-312026-05-15

VTI VANGUARD INDEX FDS39.0K shares0.88%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR20.3K shares-0.18%2026-03-312026-05-15

IEMG ISHARES INC166.4K shares6.15%2026-03-312026-05-15

COWZ PACER FDS TR182.5K shares1.56%2026-03-312026-05-15

VUG VANGUARD INDEX FDS25.0K shares7.76%2026-03-312026-05-15

QUAL ISHARES TR53.2K shares-2.02%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL20.6K shares7.36%2026-03-312026-05-15

Sponsored

VTV VANGUARD INDEX FDS50.1K shares1.84%2026-03-312026-05-15

VGT VANGUARD WORLD FD14.0K shares2.00%2026-03-312026-05-15

CLIP GLOBAL X FDS89.7K shares-8.27%2026-03-312026-05-15

TLT ISHARES TR101.6K shares8.77%2026-03-312026-05-15

NTSX WISDOMTREE TR160.6K shares-0.42%2026-03-312026-05-15

OUNZ VANECK MERK GOLD ETF182.6K shares7.62%2026-03-312026-05-15

ALPHABET INC ALPHABET INC27.7K shares-0.95%2026-03-312026-05-15

ALPHABET INC ALPHABET INC26.2K shares8.19%2026-03-312026-05-15

Sponsored

SFLR INNOVATOR ETFS TRUST202.0K shares16.37%2026-03-312026-05-15

MTUM ISHARES TR28.5K shares-9.10%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS105.5K shares7.70%2026-03-312026-05-15

META META PLATFORMS INC11.5K shares2.61%2026-03-312026-05-15

CGDV CAPITAL GROUP DIVIDEND VALUE152.1K shares9.97%2026-03-312026-05-15

SDY SPDR SERIES TRUST44.0K shares4.17%2026-03-312026-05-15

SPGP INVESCO EXCHANGE TRADED FD T58.9K shares-21.00%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR46.8K shares4.04%2026-03-312026-05-15

Sponsored

BROADCOM INC BROADCOM INC19.8K shares1.40%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC41.3K shares4.41%2026-03-312026-05-15

JAVA J P MORGAN EXCHANGE TRADED F83.0K shares4.24%2026-03-312026-05-15

CGGR CAPITAL GROUP GROWTH ETF147.3K shares3.48%2026-03-312026-05-15

SHLD GLOBAL X FDS80.7K shares51.71%2026-03-312026-05-15

THRO BLACKROCK ETF TRUST151.8K shares5.19%2026-03-312026-05-15

CGGO CAPITAL GROUP GBL GROWTH EQT164.2K shares5.94%2026-03-312026-05-15

VANECK FDS VANECK FDS109.3K shares0.34%2026-03-312026-05-15

Sponsored

XMHQ INVESCO EXCHANGE TRADED FD T52.9K shares5.49%2026-03-312026-05-15

IAGG ISHARES TR106.1K shares50.69%2026-03-312026-05-15

XLI SELECT SECTOR SPDR TR32.4K shares-3.90%2026-03-312026-05-15

HGER HARBOR ETF TRUST162.4K shares2.08%2026-03-312026-05-15

NFLX NETFLIX INC.50.9K shares4.65%2026-03-312026-05-15

RWL INVESCO EXCH TRADED FD TR II42.1K shares-0.51%2026-03-312026-05-15

BIL SPDR SERIES TRUST52.7K shares-1.42%2026-03-312026-05-15

JEPQ J P MORGAN EXCHANGE TRADED F84.3K shares18.31%2026-03-312026-05-15

Sponsored

AIQ GLOBAL X FDS98.2K shares-2.47%2026-03-312026-05-15

CGUS CAPITAL GROUP CORE EQUITY ET118.2K shares3.44%2026-03-312026-05-15

OBDC BLUE OWL CAPITAL CORPORATION399.1K shares-4.37%2026-03-312026-05-15

GOVT ISHARES TR183.3K shares400.80%2026-03-312026-05-15

SPTM SPDR SERIES TRUST51.2K shares-6.03%2026-03-312026-05-15

SLV ISHARES SILVER TR58.5K shares-31.62%2026-03-312026-05-15

SPYI NEOS ETF TRUST78.2K shares11.06%2026-03-312026-05-15

FTHI FIRST TR EXCHANGE TRADED FD165.4K shares3.67%2026-03-312026-05-15

Sponsored

OMFL INVESCO EXCH TRD SLF IDX FD62.8K shares-7.65%2026-03-312026-05-15

SPSM SPDR SERIES TRUST78.0K shares-5.11%2026-03-312026-05-15

EFA ISHARES TR37.9K shares2.18%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION3.7K shares-14.83%2026-03-312026-05-15

CGMS CAPITAL GRP FIXED INCM ETF T133.0K shares3.41%2026-03-312026-05-15

IJR ISHARES TR28.5K shares-10.96%2026-03-312026-05-15

PZA INVESCO EXCH TRADED FD TR II152.1K shares176.51%2026-03-312026-05-15

GLD SPDR GOLD TR8.1K shares8.31%2026-03-312026-05-15

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC10.3K shares9.04%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS5.8K shares5.97%2026-03-312026-05-15

CLM CORNERSTONE STRATEGIC INVEST475.8K shares2.19%2026-03-312026-05-15

CGCP CAPITAL GRP FIXED INCM ETF T154.8K shares7.68%2026-03-312026-05-15

CVX CHEVRON CORPORATION16.4K shares13.47%2026-03-312026-05-15

CRF CORNERSTONE TOTAL RETURN FD485.8K shares2.26%2026-03-312026-05-15

VO VANGUARD INDEX FDS11.7K shares6.50%2026-03-312026-05-15

BUFR FIRST TR EXCHNG TRADED FD VI98.5K shares2.84%2026-03-312026-05-15

Sponsored

ISHARES GOLD TR ISHARES GOLD TR37.5K shares-41.59%2026-03-312026-05-15

SPMD SPDR SERIES TRUST55.3K shares-1.50%2026-03-312026-05-15

IWF ISHARES TR7.6K shares1.35%2026-03-312026-05-15

FTCS FIRST TR EXCHANGE-TRADED FD33.6K shares-6.74%2026-03-312026-05-15

LVHI LEGG MASON ETF INVT76.4K shares24.49%2026-03-312026-05-15

BUFD FIRST TR EXCHNG TRADED FD VI110.5K shares-1.62%2026-03-312026-05-15

JGRO J P MORGAN EXCHANGE TRADED F36.1K shares15.61%2026-03-312026-05-15

IJH ISHARES TR44.4K shares-9.58%2026-03-312026-05-15

Sponsored

SLYG SPDR SERIES TRUST31.0K shares4.57%2026-03-312026-05-15

CGNG CAPITAL GROUP NEW GEOGRAPHY92.7K shares8.92%2026-03-312026-05-15

AVEM AMERICAN CENTY ETF TR35.8K shares-3.41%2026-03-312026-05-15

QQMG INVESCO EXCH TRADED FD TR II72.7K shares164.38%2026-03-312026-05-15

SLYV SPDR SERIES TRUST30.4K shares-4.61%2026-03-312026-05-15

DBMF LITMAN GREGORY FDS TR89.1K shares17.37%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO8.9K shares-5.41%2026-03-312026-05-15

V VISA INC8.6K shares2.49%2026-03-312026-05-15

Sponsored

XLV SELECT SECTOR SPDR TR17.6K shares12.40%2026-03-312026-05-15

DGRO ISHARES TR36.5K shares-11.31%2026-03-312026-05-15

JPST J P MORGAN EXCHANGE TRADED F50.0K shares12.69%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS11.5K shares7.64%2026-03-312026-05-15

ENVX ENOVIX CORPORATION460.1K shares24.88%2026-03-312026-05-15

SPDW SPDR INDEX SHS FDS50.9K shares-5.34%2026-03-312026-05-15

ESGU ISHARES TR16.0K shares1.06%2026-03-312026-05-15

WMT WALMART INC17.9K shares4.73%2026-03-312026-05-15

Sponsored

SGOV ISHARES TR22.1K shares12.10%2026-03-312026-05-15

XSMO INVESCO EXCHANGE TRADED FD T29.2K shares2.15%2026-03-312026-05-15

XOM EXXON MOBIL CORP13.0K shares-0.21%2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR44.3K shares-0.45%2026-03-312026-05-15

WINN HARBOR ETF TRUST77.6K shares-4.44%2026-03-312026-05-15

IEFA ISHARES TR23.6K shares13.48%2026-03-312026-05-15

KO COCA COLA CO26.7K shares1.63%2026-03-312026-05-15

LQD ISHARES TR18.5K shares-1.69%2026-03-312026-05-15

Sponsored

EMXC ISHARES INC25.5K shares24.23%2026-03-312026-05-15

IVW ISHARES TR17.4K shares8.94%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR31.8K shares-4.59%2026-03-312026-05-15

EFIV SPDR SERIES TRUST30.8K shares37.18%2026-03-312026-05-15

ISCV ISHARES TR27.9K shares-0.84%2026-03-312026-05-15

HIMU BLACKROCK ETF TRUST II39.7K shares-30.15%2026-03-312026-05-15

FPE FIRST TR EXCH TRADED FD III106.5K shares-2.17%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC5.6K shares-20.08%2026-03-312026-05-15

Sponsored

EUSB ISHARES TR40.9K shares1.75%2026-03-312026-05-15

VB VANGUARD INDEX FDS6.8K shares-1.91%2026-03-312026-05-15

ISCG ISHARES TR32.3K shares-0.19%2026-03-312026-05-15

LLY ELI LILLY & CO1.9K shares2.04%2026-03-312026-05-15

STIP ISHARES TR16.8K shares-46.42%2026-03-312026-05-15

PTLC PACER FDS TR32.6K shares-5.41%2026-03-312026-05-15

IWD ISHARES TR7.9K shares8.56%2026-03-312026-05-15

SMH VANECK ETF TRUST4.4K shares6.99%2026-03-312026-05-15

Sponsored

JMST J P MORGAN EXCHANGE TRADED F33.0K shares-5.29%2026-03-312026-05-15

SOFI SOFI TECHNOLOGIES INC105.7K shares7.84%2026-03-312026-05-15

IVE ISHARES TR7.9K shares-0.34%2026-03-312026-05-15

CMF ISHARES TR29.3K shares27.53%2026-03-312026-05-15

NBIS NEBIUS GROUP N.V.16.0K shares9.20%2026-03-312026-05-15

PEP PEPSICO INC10.6K shares2.04%2026-03-312026-05-15

ESGE ISHARES INC35.8K shares17.83%2026-03-312026-05-15

HYG ISHARES TR20.3K shares-3.06%2026-03-312026-05-15

Sponsored

SPMO INVESCO EXCH TRADED FD TR II14.3K shares7.09%2026-03-312026-05-15

XLC SELECT SECTOR SPDR TR14.3K shares-18.97%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC7.7K shares-3.50%2026-03-312026-05-15

GLDM WORLD GOLD TR16.8K shares-27.92%2026-03-312026-05-15

GEV GE VERNOVA INC1.8K shares-16.67%2026-03-312026-05-15

CEG CONSTELLATION ENERGY CORP5.4K shares1.45%2026-03-312026-05-15

CGHM CAPITAL GRP FIXED INCM ETF T59.4K shares10.12%2026-03-312026-05-15

IWP ISHARES TR11.7K shares0.02%2026-03-312026-05-15

Sponsored

JANW AIM ETF PRODUCTS TRUST40.8K sharesnew addition2026-03-312026-05-15

CGSD CAPITAL GRP FIXED INCM ETF T57.6K shares7.37%2026-03-312026-05-15

ORCL ORACLE CORP10.0K shares5.15%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T7.6K shares43.71%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON5.9K shares-0.30%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE5.1K shares1.23%2026-03-312026-05-15

CAT CATERPILLAR INC2.0K shares6.22%2026-03-312026-05-15

CRWD CROWDSTRIKE HLDGS INC3.6K shares-12.39%2026-03-312026-05-15

Sponsored

FVD FIRST TR EXCHANGE-TRADED FD29.9K shares-23.89%2026-03-312026-05-15

NLR VANECK ETF TRUST10.5K shares23.10%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS18.9K shares6.96%2026-03-312026-05-15

SHOP SHOPIFY INC11.6K shares-10.10%2026-03-312026-05-15

PAVE GLOBAL X FDS26.8K shares-9.27%2026-03-312026-05-15

IUSG ISHARES TR8.7K shares5.37%2026-03-312026-05-15

BCAT BLACKROCK CAP ALLOCATION TER94.6K shares40.79%2026-03-312026-05-15

DIS DISNEY WALT CO13.8K shares-4.23%2026-03-312026-05-15

Sponsored

VZ VERIZON COMMUNICATIONS INC26.4K shares5.73%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS5.4K shares1.01%2026-03-312026-05-15

OTF BLUE OWL TECHNOLOGY FIN CORP105.0K shares86.51%2026-03-312026-05-15

QFLR INNOVATOR ETFS TRUST38.6K shares8.19%2026-03-312026-05-15

XLY SELECT SECTOR SPDR TR11.8K shares-3.68%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC8.0K shares-16.49%2026-03-312026-05-15

USMV ISHARES TR13.8K shares-1.66%2026-03-312026-05-15

SYSB ISHARES TR14.4K shares8.69%2026-03-312026-05-15

Sponsored

LMBS FIRST TR EXCHANGE-TRADED FD25.5K shares-2.46%2026-03-312026-05-15

KLAC KLA CORP864 shares30.32%2026-03-312026-05-15

CSCO CISCO SYS INC16.0K shares-1.57%2026-03-312026-05-15

MA MASTERCARD INCORPORATED2.5K shares2.57%2026-03-312026-05-15

BAC BANK AMERICA CORP25.3K shares-2.85%2026-03-312026-05-15

IWM ISHARES TR4.9K shares-25.00%2026-03-312026-05-15

ASML ASML HLDG NV923 shares-2.33%2026-03-312026-05-15

GSUS GOLDMAN SACHS ETF TR13.1K shares-7.70%2026-03-312026-05-15

Sponsored

AGG ISHARES TR11.8K shares10.68%2026-03-312026-05-15

SPTL SPDR SERIES TRUST44.2K shares-0.05%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC2.5K shares-0.08%2026-03-312026-05-15

MOAT VANECK ETF TRUST11.7K shares-5.69%2026-03-312026-05-15

IUSV ISHARES TR11.0K shares18.13%2026-03-312026-05-15

GSIE GOLDMAN SACHS ETF TR26.0K shares-1.16%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP5.2K shares5.38%2026-03-312026-05-15

EEM ISHARES TR19.5K shares182.69%2026-03-312026-05-15

Sponsored

AMGN AMGEN INC3.1K shares-4.65%2026-03-312026-05-15

BIZD VANECK ETF TRUST85.4K shares3.37%2026-03-312026-05-15

CGCB CAPITAL GRP FIXED INCM ETF T41.6K shares18.11%2026-03-312026-05-15

CRM SALESFORCE INC5.7K shares1.85%2026-03-312026-05-15

HD HOME DEPOT INC3.2K shares-7.14%2026-03-312026-05-15

IBIT ISHARES BITCOIN TRUST ETF26.3K shares15.66%2026-03-312026-05-15

T AT&T INC34.7K shares2.42%2026-03-312026-05-15

IGV ISHARES TR12.5K shares86.44%2026-03-312026-05-15

Sponsored

IWR ISHARES TR10.3K shares0.78%2026-03-312026-05-15

CALI BLACKROCK ETF TRUST II19.6K shares55.93%2026-03-312026-05-15

DFAC DIMENSIONAL ETF TRUST24.9K shares-10.92%2026-03-312026-05-15

TOTL SSGA ACTIVE ETF TR24.3K shares12.44%2026-03-312026-05-15

URA GLOBAL X FDS19.9K shares3.86%2026-03-312026-05-15

USXF ISHARES TR16.9K shares4.14%2026-03-312026-05-15

ABBV ABBVIE INC4.3K shares-1.48%2026-03-312026-05-15

ICSH ISHARES TR18.3K shares1.85%2026-03-312026-05-15

Sponsored

WFC WELLS FARGO & CO11.6K shares-1.91%2026-03-312026-05-15

RTX RTX CORPORATION4.7K shares6.17%2026-03-312026-05-15

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II12.4K shares0.74%2026-03-312026-05-15

WDC WESTERN DIGITAL CORP3.3K shares5.34%2026-03-312026-05-15

ADI ANALOG DEVICES INC2.8K shares-7.85%2026-03-312026-05-15

AER AERCAP HOLDINGS NV6.3K shares9.74%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC1.0K shares5.55%2026-03-312026-05-15

NUDM NUSHARES ETF TR24.1K shares237.10%2026-03-312026-05-15

Sponsored

IUSB ISHARES TR18.7K shares2.20%2026-03-312026-05-15

BA BOEING CO4.3K shares0.47%2026-03-312026-05-15

INTC INTEL CORP19.1K shares10.75%2026-03-312026-05-15

MBB ISHARES TR8.9K shares-5.97%2026-03-312026-05-15

FDN FIRST TR EXCHANGE-TRADED FD3.6K shares0.08%2026-03-312026-05-15

SPTI SPDR SERIES TRUST29.2K shares34.65%2026-03-312026-05-15

SPEM SPDR INDEX SHS FDS17.7K shares5.32%2026-03-312026-05-15

TJX TJX COS INC NEW5.1K shares0.83%2026-03-312026-05-15

Sponsored

EXC EXELON CORP16.6K shares-0.29%2026-03-312026-05-15

VOLT TEMA ETF TRUST23.8K sharesnew addition2026-03-312026-05-15

XLB SELECT SECTOR SPDR TR16.2K shares-0.19%2026-03-312026-05-15

JHML JOHN HANCOCK EXCHANGE TRADED10.3K shares-4.53%2026-03-312026-05-15

ESGD ISHARES TR8.3K shares-38.91%2026-03-312026-05-15

O REALTY INCOME CORP12.9K shares-5.98%2026-03-312026-05-15

EPRT ESSENTIAL PPTYS RLTY TR INC26.0K shares-5.14%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC1.6K shares-1.73%2026-03-312026-05-15

Sponsored

FYX FIRST TR EXCHANGE-TRADED ALP6.5K shares-7.03%2026-03-312026-05-15

GRNB VANECK ETF TRUST32.4K shares102.63%2026-03-312026-05-15

ALLW SSGA ACTIVE TR26.7K shares173.33%2026-03-312026-05-15

MUC BLACKROCK MUNIHLDNGS CALI73.1K shares-8.73%2026-03-312026-05-15

UCON FIRST TR EXCHNG TRADED FD VI30.1K shares-34.55%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO2.5K shares10.78%2026-03-312026-05-15

TLTW ISHARES TR32.3K shares0.18%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T15.2K shares0.00%2026-03-312026-05-15

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BRK.A BERKSHIRE HATHAWAY INC DEL1 sharesnew addition2026-03-312026-05-15

FDL FIRST TR EXCHANGE-TRADED FD14.1K shares-8.24%2026-03-312026-05-15

GM GENERAL MTRS CO9.6K shares-1.54%2026-03-312026-05-15

VBK VANGUARD INDEX FDS2.3K shares-0.55%2026-03-312026-05-15

SBUX STARBUCKS CORP7.9K shares-2.53%2026-03-312026-05-15

NEAR ISHARES U S ETF TR13.8K shares10.65%2026-03-312026-05-15

XLU SELECT SECTOR SPDR TR15.2K shares3.05%2026-03-312026-05-15

VBR VANGUARD INDEX FDS3.2K shares3.42%2026-03-312026-05-15

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IWB ISHARES TR1.9K shares-2.40%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC2.5K shares-39.57%2026-03-312026-05-15

ILCV ISHARES TR7.3K shares19.44%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC9.3K shares-1.97%2026-03-312026-05-15

MSTR STRATEGY INC5.4K shares1.13%2026-03-312026-05-15

NEM NEWMONT CORP6.2K shares35.69%2026-03-312026-05-15

PG PROCTER & GAMBLE CO4.6K shares-0.48%2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC690 shares1.02%2026-03-312026-05-15

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EFV ISHARES TR8.9K shares1.45%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS4.4K shares106.04%2026-03-312026-05-15

PPLT ABRDN PLATINUM ETF TRUST3.7K shares36.75%2026-03-312026-05-15

COP CONOCOPHILLIPS4.9K shares10.76%2026-03-312026-05-15

IWS ISHARES TR4.4K shares-0.56%2026-03-312026-05-15

KRMA GLOBAL X FDS15.5K shares-37.38%2026-03-312026-05-15

VCIT VANGUARD SCOTTSDALE FDS7.8K shares-1.89%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC5.3K shares14.48%2026-03-312026-05-15

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ORLY OREILLY AUTOMOTIVE INC6.9K shares-1.37%2026-03-312026-05-15

GDX VANECK ETF TRUST6.9K shares0.07%2026-03-312026-05-15

VRTX VERTEX PHARMACEUTICALS INC1.4K shares2.50%2026-03-312026-05-15

SPEU SPDR INDEX SHS FDS12.0K shares-0.34%2026-03-312026-05-15

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.6K shares1.17%2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC5.3K shares20.63%2026-03-312026-05-15

TXN TEXAS INSTRS INC3.1K shares0.13%2026-03-312026-05-15

ADBE ADOBE INC2.5K shares54.35%2026-03-312026-05-15

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PLD PROLOGIS INC.4.6K shares12.81%2026-03-312026-05-15

VONV VANGUARD SCOTTSDALE FDS6.4K sharesnew addition2026-03-312026-05-15

SPVM INVESCO EXCHANGE TRADED FD T8.7K sharesnew addition2026-03-312026-05-15

PSLV SPROTT ASSET MANAGEMENT LP24.5K sharesnew addition2026-03-312026-05-15

XLP SELECT SECTOR SPDR TR7.2K shares46.62%2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC5.2K shares5.66%2026-03-312026-05-15

MCD MCDONALDS CORP1.9K shares2.78%2026-03-312026-05-15

NXPI NXP SEMICONDUCTORS N V3.0K shares2.09%2026-03-312026-05-15

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DSI ISHARES TR4.8K shares-2.92%2026-03-312026-05-15

DIA STATE STR SPDR DOW JONES IND1.3K shares-6.74%2026-03-312026-05-15

ULST SSGA ACTIVE ETF TR14.0K shares0.56%2026-03-312026-05-15

DFAI DIMENSIONAL ETF TRUST14.3K shares9.80%2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP919 shares6.74%2026-03-312026-05-15

NVS NOVARTIS AG3.6K shares12.22%2026-03-312026-05-15

STRL STERLING INFRASTRUCTURE INC1.4K shares26.97%2026-03-312026-05-15

MMM 3M CO3.8K shares0.74%2026-03-312026-05-15

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PFE PFIZER INC19.6K shares-6.05%2026-03-312026-05-15

LITE LUMENTUM HLDGS INC779 sharesnew addition2026-03-312026-05-15

MO ALTRIA GROUP INC8.2K shares-0.97%2026-03-312026-05-15

SRE SEMPRA5.6K shares-0.64%2026-03-312026-05-15

BALI BLACKROCK ETF TRUST17.6K sharesnew addition2026-03-312026-05-15

AMAT APPLIED MATLS INC1.6K shares10.64%2026-03-312026-05-15

QCOM QUALCOMM INC4.2K shares-1.76%2026-03-312026-05-15

ELV ELEVANCE HEALTH INC FORMERLY1.8K shares-6.06%2026-03-312026-05-15

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MITK MITEK SYS INC39.3K shares0.25%2026-03-312026-05-15

JIVE J P MORGAN EXCHANGE TRADED F6.1K sharesnew addition2026-03-312026-05-15

XPO XPO INC2.7K shares-0.33%2026-03-312026-05-15

MS MORGAN STANLEY3.2K shares-20.31%2026-03-312026-05-15

HON HONEYWELL INTL INC2.3K shares7.15%2026-03-312026-05-15

NEE NEXTERA ENERGY INC5.5K shares17.38%2026-03-312026-05-15

CWS ADVISORSHARES TR7.8K shares-1.64%2026-03-312026-05-15

XYLD GLOBAL X FDS12.9K shares-14.49%2026-03-312026-05-15

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SIL GLOBAL X FDS5.6K shares7.24%2026-03-312026-05-15

LOW LOWES COS INC2.1K shares-1.59%2026-03-312026-05-15

SPIB SPDR SERIES TRUST14.8K shares-9.85%2026-03-312026-05-15

HDV ISHARES TR3.5K shares5.73%2026-03-312026-05-15

BTI BRITISH AMERN TOB PLC8.2K shares10.30%2026-03-312026-05-15

UNP UNION PAC CORP1.9K shares5.42%2026-03-312026-05-15

LNG CHENIERE ENERGY INC1.6K shares-10.74%2026-03-312026-05-15

FCAL FIRST TR EXCH TRADED FD III9.4K shares25.00%2026-03-312026-05-15

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MNST MONSTER BEVERAGE CORP NEW6.3K shares2.05%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC2.7K shares-3.45%2026-03-312026-05-15

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SNDK SANDISK CORP704 sharesnew addition2026-03-312026-05-15

FDX FEDEX CORP1.3K shares2.79%2026-03-312026-05-15

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MGK VANGUARD WORLD FD1.2K shares16.38%2026-03-312026-05-15

BABA ALIBABA GROUP HLDG LTD3.5K shares4.02%2026-03-312026-05-15

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GCOR GOLDMAN SACHS ETF TR10.6K shares0.25%2026-03-312026-05-15

GSLC GOLDMAN SACHS ETF TR3.5K shares0.55%2026-03-312026-05-15

JAAA JANUS DETROIT STR TR8.5K shares-2.25%2026-03-312026-05-15

BILS SPDR SERIES TRUST4.3K shares0.00%2026-03-312026-05-15

OEF ISHARES TR1.3K shares-95.54%2026-03-312026-05-15

AXON AXON ENTERPRISE INC993 shares7.35%2026-03-312026-05-15

KKR & CO INC KKR & CO INC4.6K shares9.47%2026-03-312026-05-15

ICE INTERCONTINENTAL EXCHANGE IN2.7K shares10.66%2026-03-312026-05-15

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ITA ISHARES TR1.9K shares33.29%2026-03-312026-05-15

CSGP COSTAR GROUP INC10.2K sharesnew addition2026-03-312026-05-15

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WM WASTE MGMT INC DEL1.7K shares2.40%2026-03-312026-05-15

PYPL PAYPAL HLDGS INC8.8K shares7.80%2026-03-312026-05-15

QQQM INVESCO EXCH TRADED FD TR II1.7K sharesnew addition2026-03-312026-05-15

FCX FREEPORT MCMORAN INC6.7K shares8.55%2026-03-312026-05-15

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VRT VERTIV HOLDINGS CO1.5K shares21.55%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC1.1K shares15.97%2026-03-312026-05-15

RDIV INVESCO EXCH TRADED FD TR II6.9K shares-0.32%2026-03-312026-05-15

FSK FS KKR CAP CORP37.1K shares-10.12%2026-03-312026-05-15

CSM PROSHARES TR5.0K shares0.00%2026-03-312026-05-15

TLH ISHARES TR3.7K shares12.84%2026-03-312026-05-15

BSV VANGUARD BD INDEX FDS4.8K shares0.02%2026-03-312026-05-15

FEX FIRST TR EXCHANGE-TRADED ALP3.1K shares0.26%2026-03-312026-05-15

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LINDE PLC LINDE PLC749 shares14.35%2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP3.9K shares6.33%2026-03-312026-05-15

IWV ISHARES TR985 shares6.72%2026-03-312026-05-15

AMT AMERICAN TOWER CORP2.1K shares82.57%2026-03-312026-05-15

AVY AVERY DENNISON CORP2.1K shares-1.08%2026-03-312026-05-15

DGRW WISDOMTREE TR4.1K shares-36.11%2026-03-312026-05-15

ARCC ARES CAPITAL CORP20.0K shares1.15%2026-03-312026-05-15

EOG EOG RES INC2.5K shares4.75%2026-03-312026-05-15

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CELESTICA INC CELESTICA INC1.3K shares162.42%2026-03-312026-05-15

IEF ISHARES TR3.8K shares36.47%2026-03-312026-05-15

BINC BLACKROCK ETF TRUST II6.9K shares15.32%2026-03-312026-05-15

KRANESHARES TRUST KRANESHARES TRUST10.8K shares-1.28%2026-03-312026-05-15

NOBL PROSHARES TR3.3K shares0.03%2026-03-312026-05-15

PAYX PAYCHEX INC3.8K shares25.80%2026-03-312026-05-15

MELI MERCADOLIBRE INC201 shares-1.95%2026-03-312026-05-15

FLTR VANECK ETF TRUST13.6K shares-3.46%2026-03-312026-05-15

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KRE SPDR SERIES TRUST5.3K shares-2.21%2026-03-312026-05-15

VGK VANGUARD INTL EQUITY INDEX F4.2K sharesnew addition2026-03-312026-05-15

EFG ISHARES TR3.1K sharesnew addition2026-03-312026-05-15

DE DEERE & CO606 shares8.80%2026-03-312026-05-15

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APH AMPHENOL CORP2.7K shares-2.72%2026-03-312026-05-15

VTIP VANGUARD MALVERN FDS6.8K shares7.15%2026-03-312026-05-15

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GILD GILEAD SCIENCES INC2.4K shares-12.80%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F6.2K shares14.03%2026-03-312026-05-15

ABT ABBOTT LABORATORIES3.3K shares1.02%2026-03-312026-05-15

GSY INVESCO ACTIVELY MANAGED EXC6.7K shares-11.81%2026-03-312026-05-15

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EIS ISHARES INC2.9K shares3.63%2026-03-312026-05-15

SITM SITIME CORP958 shares26.39%2026-03-312026-05-15

PH PARKER-HANNIFIN CORP369 shares-3.66%2026-03-312026-05-15

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AFL AFLAC INC3.0K shares10.73%2026-03-312026-05-15

COF CAPITAL ONE FINL CORP1.8K shares37.10%2026-03-312026-05-15

MCHP MICROCHIP TECHNOLOGY INC.5.1K shares6.07%2026-03-312026-05-15

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BMY BRISTOL-MYERS SQUIBB CO5.3K shares5.35%2026-03-312026-05-15

USB US BANCORP6.1K shares17.96%2026-03-312026-05-15

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ASTRAZENECA PLC ASTRAZENECA PLC1.6K sharesnew addition2026-03-312026-05-15

PSX PHILLIPS 661.7K shares1.41%2026-03-312026-05-15

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HII HUNTINGTON INGALLS INDS INC823 shares-11.60%2026-03-312026-05-15

GOF GUGGENHEIM STRATEGIC OPPORTU28.3K shares15.67%2026-03-312026-05-15

CME CME GROUP INC1.1K sharesnew addition2026-03-312026-05-15

DHR DANAHER CORP DEL1.6K shares13.05%2026-03-312026-05-15

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HWM HOWMET AEROSPACE INC1.3K shares2.79%2026-03-312026-05-15

RACE FERRARI N V893 shares-38.20%2026-03-312026-05-15

VIS VANGUARD WORLD FD959 shares0.00%2026-03-312026-05-15

BKNG BOOKING HOLDINGS INC71 shares2.90%2026-03-312026-05-15

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SPYD SPDR SERIES TRUST6.5K shares-26.57%2026-03-312026-05-15

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WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.6K shares23.08%2026-03-312026-05-15

ARISTA NETWORKS INC ARISTA NETWORKS INC2.4K shares18.91%2026-03-312026-05-15

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NVG NUVEEN AMT FREE MUN CR INC F23.8K shares-11.12%2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC3.4K shares31.67%2026-03-312026-05-15

GLTR ABRDN PRECIOUS METALS BASKET1.3K shares-27.00%2026-03-312026-05-15

NAC NUVEEN CA DIVI ADV MUN24.9K sharesnew addition2026-03-312026-05-15

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RYLD GLOBAL X FDS19.3K shares-9.34%2026-03-312026-05-15

REGN REGENERON PHARMACEUTICALS375 shares3.88%2026-03-312026-05-15

NZF NUVEEN MUN CR INCOME FD23.5K shares-30.84%2026-03-312026-05-15

CCL CARNIVAL CORP11.0K shares2.90%2026-03-312026-05-15

TOTALENERGIES SE TOTALENERGIES SE3.1K sharesnew addition2026-03-312026-05-15

MSI MOTOROLA SOLUTIONS INC656 shares4.79%2026-03-312026-05-15

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APP APPLOVIN CORP693 shares2.51%2026-03-312026-05-15

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PULS PGIM ETF TR5.4K shares-4.78%2026-03-312026-05-15

CDNS CADENCE DESIGN SYSTEM INC950 shares-44.64%2026-03-312026-05-15

THE CIGNA GROUP THE CIGNA GROUP985 shares6.60%2026-03-312026-05-15

LCTU BLACKROCK ETF TRUST3.7K shares10.85%2026-03-312026-05-15

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LPLA LPL FINL HLDGS INC853 shares7.03%2026-03-312026-05-15

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OIH VANECK ETF TRUST618 sharesnew addition2026-03-312026-05-15

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EMR EMERSON ELEC CO1.8K shares-4.98%2026-03-312026-05-15

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NVO NOVO-NORDISK A S6.5K shares-5.56%2026-03-312026-05-15

LHX L3HARRIS TECHNOLOGIES INC691 sharesnew addition2026-03-312026-05-15

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XT ISHARES TR3.3K shares-1.00%2026-03-312026-05-15

IGF ISHARES TR3.3K sharesnew addition2026-03-312026-05-15

SUSA ISHARES TR1.7K shares0.12%2026-03-312026-05-15

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EPD ENTERPRISE PRODS PARTNERS L5.7K sharesnew addition2026-03-312026-05-15

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XHB SPDR SERIES TRUST2.1K shares-33.98%2026-03-312026-05-15

CVS CVS HEALTH CORP2.8K shares-2.10%2026-03-312026-05-15

CB CHUBB LTD SWITZ624 sharesnew addition2026-03-312026-05-15

SPHY SPDR SERIES TRUST8.7K shares-5.07%2026-03-312026-05-15

FE FIRSTENERGY CORP4.0K sharesnew addition2026-03-312026-05-15

SPVU INVESCO EXCH TRADED FD TR II3.4K sharesnew addition2026-03-312026-05-15

Sponsored

SUSC ISHARES TR8.7K sharesnew addition2026-03-312026-05-15

CALF PACER FDS TR4.5K sharesnew addition2026-03-312026-05-15

FAST FASTENAL CO4.3K sharesnew addition2026-03-312026-05-15

S SENTINELONE INC14.8K shares0.92%2026-03-312026-05-15

PDI PIMCO DYNAMIC INCOME FD10.2K sharesnew addition2026-03-312026-05-15

MSIF MSC INCOME FUND INC12.9K sharesnew addition2026-03-312026-05-15

BCSF BAIN CAP SPECIALTY FIN INC12.5K shares0.00%2026-03-312026-05-15

ABAT AMERICAN BATTERY TECHNOLOGY52.9K shares3.93%2026-03-312026-05-15

Sponsored

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD10.1K sharesnew addition2026-03-312026-05-15

OPP RIVERNORTH DOUBLELINE STRATE16.1K shares1.42%2026-03-312026-05-15

PUTNAM ETF TRUST PUTNAM ETF TRUST15.8K shares0.00%2026-03-312026-05-15

IMMR IMMERSION CORP21.0K shares-29.20%2026-03-312026-05-15

RITM RITHM CAPITAL CORP11.8K shares2.07%2026-03-312026-05-15

VKQ INVESCO MUNICIPAL TRUST11.2K shares0.55%2026-03-312026-05-15

OCGN OCUGEN INC15.0K shares0.00%2026-03-312026-05-15

LXRX LEXICON PHARMACEUTICALS INC11.0K shares0.00%2026-03-312026-05-15

Sponsored

DEFT DEFI TECHNOLOGIES INC10.0K shares0.00%2026-03-312026-05-15

ZOOZ STRATEGY LTD ZOOZ STRATEGY LTD14.5K shares0.00%2026-03-312026-05-15

NVDA

NVIDIA CORPORATION

-4.85%

Shares318.5K

Event2026-03-31

Filed2026-05-15

QUS

SPDR SERIES TRUST

6.51%

Shares317.8K

Event2026-03-31

Filed2026-05-15

SPHQ

INVESCO EXCHANGE TRADED FD T

-1.51%

Shares695.7K

Event2026-03-31

Filed2026-05-15

SPYG

SPDR SERIES TRUST

0.12%

Shares500.6K

Event2026-03-31

Filed2026-05-15

SPYV

SPDR SERIES TRUST

-1.21%

Shares841.9K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

2.28%

Shares167.5K

Event2026-03-31

Filed2026-05-15

IWY

ISHARES TR

20.89%

Shares168.2K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

-3.64%

Shares96.3K

Event2026-03-31

Filed2026-05-15

RDVY

FIRST TR EXCHANGE TRADED FD

16.47%

Shares519.0K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

1.78%

Shares30.2K

Event2026-03-31

Filed2026-05-15

DYNF

BLACKROCK ETF TRUST

-14.59%

Shares327.6K

Event2026-03-31

Filed2026-05-15

IYW

ISHARES TR

-0.99%

Shares99.5K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

4.85%

Shares76.9K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

77.98%

Shares24.1K

Event2026-03-31

Filed2026-05-15

SPYM

SPDR SERIES TRUST

36.05%

Shares198.3K

Event2026-03-31

Filed2026-05-15

BAI

BLACKROCK ETF TRUST

15.79%

Shares399.0K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-0.52%

Shares34.0K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

0.88%

Shares39.0K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

-0.18%

Shares20.3K

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

6.15%

Shares166.4K

Event2026-03-31

Filed2026-05-15

COWZ

PACER FDS TR

1.56%

Shares182.5K

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

7.76%

Shares25.0K

Event2026-03-31

Filed2026-05-15

QUAL

ISHARES TR

-2.02%

Shares53.2K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

7.36%

Shares20.6K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

1.84%

Shares50.1K

Event2026-03-31

Filed2026-05-15

VGT

VANGUARD WORLD FD

2.00%

Shares14.0K

Event2026-03-31

Filed2026-05-15

CLIP

GLOBAL X FDS

-8.27%

Shares89.7K

Event2026-03-31

Filed2026-05-15

TLT

ISHARES TR

8.77%

Shares101.6K

Event2026-03-31

Filed2026-05-15

NTSX

WISDOMTREE TR

-0.42%

Shares160.6K

Event2026-03-31

Filed2026-05-15

OUNZ

VANECK MERK GOLD ETF

7.62%

Shares182.6K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-0.95%

Shares27.7K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

8.19%

Shares26.2K

Event2026-03-31

Filed2026-05-15

SFLR

INNOVATOR ETFS TRUST

16.37%

Shares202.0K

Event2026-03-31

Filed2026-05-15

MTUM

ISHARES TR

-9.10%

Shares28.5K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

7.70%

Shares105.5K

Event2026-03-31

Filed2026-05-15

META

META PLATFORMS INC

2.61%

Shares11.5K

Event2026-03-31

Filed2026-05-15

CGDV

CAPITAL GROUP DIVIDEND VALUE

9.97%

Shares152.1K

Event2026-03-31

Filed2026-05-15

SDY

SPDR SERIES TRUST

4.17%

Shares44.0K

Event2026-03-31

Filed2026-05-15

SPGP

INVESCO EXCHANGE TRADED FD T

-21.00%

Shares58.9K

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

4.04%

Shares46.8K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

1.40%

Shares19.8K

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INC

4.41%

Shares41.3K

Event2026-03-31

Filed2026-05-15

JAVA

J P MORGAN EXCHANGE TRADED F

4.24%

Shares83.0K

Event2026-03-31

Filed2026-05-15

CGGR

CAPITAL GROUP GROWTH ETF

3.48%

Shares147.3K

Event2026-03-31

Filed2026-05-15

SHLD

GLOBAL X FDS

51.71%

Shares80.7K

Event2026-03-31

Filed2026-05-15

THRO

BLACKROCK ETF TRUST

5.19%

Shares151.8K

Event2026-03-31

Filed2026-05-15

CGGO

CAPITAL GROUP GBL GROWTH EQT

5.94%

Shares164.2K

Event2026-03-31

Filed2026-05-15

VANECK FDS

0.34%

Shares109.3K

Event2026-03-31

Filed2026-05-15

XMHQ

INVESCO EXCHANGE TRADED FD T

5.49%

Shares52.9K

Event2026-03-31

Filed2026-05-15

IAGG

ISHARES TR

50.69%

Shares106.1K

Event2026-03-31

Filed2026-05-15

XLI

SELECT SECTOR SPDR TR

-3.90%

Shares32.4K

Event2026-03-31

Filed2026-05-15

HGER

HARBOR ETF TRUST

2.08%

Shares162.4K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC.

4.65%

Shares50.9K

Event2026-03-31

Filed2026-05-15

RWL

INVESCO EXCH TRADED FD TR II

-0.51%

Shares42.1K

Event2026-03-31

Filed2026-05-15

BIL

SPDR SERIES TRUST

-1.42%

Shares52.7K

Event2026-03-31

Filed2026-05-15

JEPQ

J P MORGAN EXCHANGE TRADED F

18.31%

Shares84.3K

Event2026-03-31

Filed2026-05-15

AIQ

GLOBAL X FDS

-2.47%

Shares98.2K

Event2026-03-31

Filed2026-05-15

CGUS

CAPITAL GROUP CORE EQUITY ET

3.44%

Shares118.2K

Event2026-03-31

Filed2026-05-15

OBDC

BLUE OWL CAPITAL CORPORATION

-4.37%

Shares399.1K

Event2026-03-31

Filed2026-05-15

GOVT

ISHARES TR

400.80%

Shares183.3K

Event2026-03-31

Filed2026-05-15

SPTM

SPDR SERIES TRUST

-6.03%

Shares51.2K

Event2026-03-31

Filed2026-05-15

SLV

ISHARES SILVER TR

-31.62%

Shares58.5K

Event2026-03-31

Filed2026-05-15

SPYI

NEOS ETF TRUST

11.06%

Shares78.2K

Event2026-03-31

Filed2026-05-15

FTHI

FIRST TR EXCHANGE TRADED FD

3.67%

Shares165.4K

Event2026-03-31

Filed2026-05-15

OMFL

INVESCO EXCH TRD SLF IDX FD

-7.65%

Shares62.8K

Event2026-03-31

Filed2026-05-15

SPSM

SPDR SERIES TRUST

-5.11%

Shares78.0K

Event2026-03-31

Filed2026-05-15

EFA

ISHARES TR

2.18%

Shares37.9K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

-14.83%

Shares3.7K

Event2026-03-31

Filed2026-05-15

CGMS

CAPITAL GRP FIXED INCM ETF T

3.41%

Shares133.0K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

-10.96%

Shares28.5K

Event2026-03-31

Filed2026-05-15

PZA

INVESCO EXCH TRADED FD TR II

176.51%

Shares152.1K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

8.31%

Shares8.1K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

9.04%

Shares10.3K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

5.97%

Shares5.8K

Event2026-03-31

Filed2026-05-15

CLM

CORNERSTONE STRATEGIC INVEST

2.19%

Shares475.8K

Event2026-03-31

Filed2026-05-15

CGCP

CAPITAL GRP FIXED INCM ETF T

7.68%

Shares154.8K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

13.47%

Shares16.4K

Event2026-03-31

Filed2026-05-15

CRF

CORNERSTONE TOTAL RETURN FD

2.26%

Shares485.8K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

6.50%

Shares11.7K

Event2026-03-31

Filed2026-05-15

BUFR

FIRST TR EXCHNG TRADED FD VI

2.84%

Shares98.5K

Event2026-03-31

Filed2026-05-15

ISHARES GOLD TR

-41.59%

Shares37.5K

Event2026-03-31

Filed2026-05-15

SPMD

SPDR SERIES TRUST

-1.50%

Shares55.3K

Event2026-03-31

Filed2026-05-15

IWF

ISHARES TR

1.35%

Shares7.6K

Event2026-03-31

Filed2026-05-15

FTCS

FIRST TR EXCHANGE-TRADED FD

-6.74%

Shares33.6K

Event2026-03-31

Filed2026-05-15

LVHI

LEGG MASON ETF INVT

24.49%

Shares76.4K

Event2026-03-31

Filed2026-05-15

BUFD

FIRST TR EXCHNG TRADED FD VI

-1.62%

Shares110.5K

Event2026-03-31

Filed2026-05-15

JGRO

J P MORGAN EXCHANGE TRADED F

15.61%

Shares36.1K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

-9.58%

Shares44.4K

Event2026-03-31

Filed2026-05-15

SLYG

SPDR SERIES TRUST

4.57%

Shares31.0K

Event2026-03-31

Filed2026-05-15

CGNG

CAPITAL GROUP NEW GEOGRAPHY

8.92%

Shares92.7K

Event2026-03-31

Filed2026-05-15

AVEM

AMERICAN CENTY ETF TR

-3.41%

Shares35.8K

Event2026-03-31

Filed2026-05-15

QQMG

INVESCO EXCH TRADED FD TR II

164.38%

Shares72.7K

Event2026-03-31

Filed2026-05-15

SLYV

SPDR SERIES TRUST

-4.61%

Shares30.4K

Event2026-03-31

Filed2026-05-15

DBMF

LITMAN GREGORY FDS TR

17.37%

Shares89.1K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-5.41%

Shares8.9K

Event2026-03-31

Filed2026-05-15

VISA INC

2.49%

Shares8.6K

Event2026-03-31

Filed2026-05-15

XLV

SELECT SECTOR SPDR TR

12.40%

Shares17.6K

Event2026-03-31

Filed2026-05-15

DGRO

ISHARES TR

-11.31%

Shares36.5K

Event2026-03-31

Filed2026-05-15

JPST

J P MORGAN EXCHANGE TRADED F

12.69%

Shares50.0K

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

7.64%

Shares11.5K

Event2026-03-31

Filed2026-05-15

ENVX

ENOVIX CORPORATION

24.88%

Shares460.1K

Event2026-03-31

Filed2026-05-15

SPDW

SPDR INDEX SHS FDS

-5.34%

Shares50.9K

Event2026-03-31

Filed2026-05-15

ESGU

ISHARES TR

1.06%

Shares16.0K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

4.73%

Shares17.9K

Event2026-03-31

Filed2026-05-15

SGOV

ISHARES TR

12.10%

Shares22.1K

Event2026-03-31

Filed2026-05-15

XSMO

INVESCO EXCHANGE TRADED FD T

2.15%

Shares29.2K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

-0.21%

Shares13.0K

Event2026-03-31

Filed2026-05-15

XLF

SELECT SECTOR SPDR TR

-0.45%

Shares44.3K

Event2026-03-31

Filed2026-05-15

WINN

HARBOR ETF TRUST

-4.44%

Shares77.6K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

13.48%

Shares23.6K

Event2026-03-31

Filed2026-05-15

COCA COLA CO

1.63%

Shares26.7K

Event2026-03-31

Filed2026-05-15

LQD

ISHARES TR

-1.69%

Shares18.5K

Event2026-03-31

Filed2026-05-15

EMXC

ISHARES INC

24.23%

Shares25.5K

Event2026-03-31

Filed2026-05-15

IVW

ISHARES TR

8.94%

Shares17.4K

Event2026-03-31

Filed2026-05-15

XLE

SELECT SECTOR SPDR TR

-4.59%

Shares31.8K

Event2026-03-31

Filed2026-05-15

EFIV

SPDR SERIES TRUST

37.18%

Shares30.8K

Event2026-03-31

Filed2026-05-15

ISCV

ISHARES TR

-0.84%

Shares27.9K

Event2026-03-31

Filed2026-05-15

HIMU

BLACKROCK ETF TRUST II

-30.15%

Shares39.7K

Event2026-03-31

Filed2026-05-15

FPE

FIRST TR EXCH TRADED FD III

-2.17%

Shares106.5K

Event2026-03-31

Filed2026-05-15

MICRON TECHNOLOGY INC

-20.08%

Shares5.6K

Event2026-03-31

Filed2026-05-15

EUSB

ISHARES TR

1.75%

Shares40.9K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-1.91%

Shares6.8K

Event2026-03-31

Filed2026-05-15

ISCG

ISHARES TR

-0.19%

Shares32.3K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

2.04%

Shares1.9K

Event2026-03-31

Filed2026-05-15

STIP

ISHARES TR

-46.42%

Shares16.8K

Event2026-03-31

Filed2026-05-15

PTLC

PACER FDS TR

-5.41%

Shares32.6K

Event2026-03-31

Filed2026-05-15

IWD

ISHARES TR

8.56%

Shares7.9K

Event2026-03-31

Filed2026-05-15

SMH

VANECK ETF TRUST

6.99%

Shares4.4K

Event2026-03-31

Filed2026-05-15

JMST

J P MORGAN EXCHANGE TRADED F

-5.29%

Shares33.0K

Event2026-03-31

Filed2026-05-15

SOFI

SOFI TECHNOLOGIES INC

7.84%

Shares105.7K

Event2026-03-31

Filed2026-05-15

IVE

ISHARES TR

-0.34%

Shares7.9K

Event2026-03-31

Filed2026-05-15

CMF

ISHARES TR

27.53%

Shares29.3K

Event2026-03-31

Filed2026-05-15

NBIS

NEBIUS GROUP N.V.

9.20%

Shares16.0K

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

2.04%

Shares10.6K

Event2026-03-31

Filed2026-05-15

ESGE

ISHARES INC

17.83%

Shares35.8K

Event2026-03-31

Filed2026-05-15

HYG

ISHARES TR

-3.06%

Shares20.3K

Event2026-03-31

Filed2026-05-15

SPMO

INVESCO EXCH TRADED FD TR II

7.09%

Shares14.3K

Event2026-03-31

Filed2026-05-15

XLC

SELECT SECTOR SPDR TR

-18.97%

Shares14.3K

Event2026-03-31

Filed2026-05-15

AMD

ADVANCED MICRO DEVICES INC

-3.50%

Shares7.7K

Event2026-03-31

Filed2026-05-15

GLDM

WORLD GOLD TR

-27.92%

Shares16.8K

Event2026-03-31

Filed2026-05-15

GEV

GE VERNOVA INC

-16.67%

Shares1.8K

Event2026-03-31

Filed2026-05-15

CEG

CONSTELLATION ENERGY CORP

1.45%

Shares5.4K

Event2026-03-31

Filed2026-05-15

CGHM

CAPITAL GRP FIXED INCM ETF T

10.12%

Shares59.4K

Event2026-03-31

Filed2026-05-15

IWP

ISHARES TR

0.02%

Shares11.7K

Event2026-03-31

Filed2026-05-15

JANW

AIM ETF PRODUCTS TRUST

New

Shares40.8K

Event2026-03-31

Filed2026-05-15

CGSD

CAPITAL GRP FIXED INCM ETF T

7.37%

Shares57.6K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

5.15%

Shares10.0K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

43.71%

Shares7.6K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

-0.30%

Shares5.9K

Event2026-03-31

Filed2026-05-15

GE AEROSPACE

1.23%

Shares5.1K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

6.22%

Shares2.0K

Event2026-03-31

Filed2026-05-15

CRWD

CROWDSTRIKE HLDGS INC

-12.39%

Shares3.6K

Event2026-03-31

Filed2026-05-15

FVD

FIRST TR EXCHANGE-TRADED FD

-23.89%

Shares29.9K

Event2026-03-31

Filed2026-05-15

NLR

VANECK ETF TRUST

23.10%

Shares10.5K

Event2026-03-31

Filed2026-05-15

BND

VANGUARD BD INDEX FDS

6.96%

Shares18.9K

Event2026-03-31

Filed2026-05-15

SHOP

SHOPIFY INC

-10.10%

Shares11.6K

Event2026-03-31

Filed2026-05-15

PAVE

GLOBAL X FDS

-9.27%

Shares26.8K

Event2026-03-31

Filed2026-05-15

IUSG

ISHARES TR

5.37%

Shares8.7K

Event2026-03-31

Filed2026-05-15

BCAT

BLACKROCK CAP ALLOCATION TER

40.79%

Shares94.6K

Event2026-03-31

Filed2026-05-15

DIS

DISNEY WALT CO

-4.23%

Shares13.8K

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC

5.73%

Shares26.4K

Event2026-03-31

Filed2026-05-15

IBM

INTERNATIONAL BUSINESS MACHS

1.01%

Shares5.4K

Event2026-03-31

Filed2026-05-15

OTF

BLUE OWL TECHNOLOGY FIN CORP

86.51%

Shares105.0K

Event2026-03-31

Filed2026-05-15

QFLR

INNOVATOR ETFS TRUST

8.19%

Shares38.6K

Event2026-03-31

Filed2026-05-15

XLY

SELECT SECTOR SPDR TR

-3.68%

Shares11.8K

Event2026-03-31

Filed2026-05-15

PANW

PALO ALTO NETWORKS INC

-16.49%

Shares8.0K

Event2026-03-31

Filed2026-05-15

USMV

ISHARES TR

-1.66%

Shares13.8K

Event2026-03-31

Filed2026-05-15

SYSB

ISHARES TR

8.69%

Shares14.4K

Event2026-03-31

Filed2026-05-15

LMBS

FIRST TR EXCHANGE-TRADED FD

-2.46%

Shares25.5K

Event2026-03-31

Filed2026-05-15

KLAC

KLA CORP

30.32%

Shares864

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

-1.57%

Shares16.0K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

2.57%

Shares2.5K

Event2026-03-31

Filed2026-05-15

BAC

BANK AMERICA CORP

-2.85%

Shares25.3K

Event2026-03-31

Filed2026-05-15

IWM

ISHARES TR

-25.00%

Shares4.9K

Event2026-03-31

Filed2026-05-15

ASML

ASML HLDG NV

-2.33%

Shares923

Event2026-03-31

Filed2026-05-15

GSUS

GOLDMAN SACHS ETF TR

-7.70%

Shares13.1K

Event2026-03-31

Filed2026-05-15

AGG

ISHARES TR

10.68%

Shares11.8K

Event2026-03-31

Filed2026-05-15

SPTL

SPDR SERIES TRUST

-0.05%

Shares44.2K

Event2026-03-31

Filed2026-05-15

ISRG

INTUITIVE SURGICAL INC

-0.08%

Shares2.5K

Event2026-03-31

Filed2026-05-15

MOAT

VANECK ETF TRUST

-5.69%

Shares11.7K

Event2026-03-31

Filed2026-05-15

IUSV

ISHARES TR

18.13%

Shares11.0K

Event2026-03-31

Filed2026-05-15

GSIE

GOLDMAN SACHS ETF TR

-1.16%

Shares26.0K

Event2026-03-31

Filed2026-05-15

LAM RESEARCH CORP

5.38%

Shares5.2K

Event2026-03-31

Filed2026-05-15

EEM

ISHARES TR

182.69%

Shares19.5K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

-4.65%

Shares3.1K

Event2026-03-31

Filed2026-05-15

BIZD

VANECK ETF TRUST

3.37%

Shares85.4K

Event2026-03-31

Filed2026-05-15

CGCB

CAPITAL GRP FIXED INCM ETF T

18.11%

Shares41.6K

Event2026-03-31

Filed2026-05-15

CRM

SALESFORCE INC

1.85%

Shares5.7K

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

-7.14%

Shares3.2K

Event2026-03-31

Filed2026-05-15

IBIT

ISHARES BITCOIN TRUST ETF

15.66%

Shares26.3K

Event2026-03-31

Filed2026-05-15

AT&T INC

2.42%

Shares34.7K

Event2026-03-31

Filed2026-05-15

IGV

ISHARES TR

86.44%

Shares12.5K

Event2026-03-31

Filed2026-05-15

IWR

ISHARES TR

0.78%

Shares10.3K

Event2026-03-31

Filed2026-05-15

CALI

BLACKROCK ETF TRUST II

55.93%

Shares19.6K

Event2026-03-31

Filed2026-05-15

DFAC

DIMENSIONAL ETF TRUST

-10.92%

Shares24.9K

Event2026-03-31

Filed2026-05-15

TOTL

SSGA ACTIVE ETF TR

12.44%

Shares24.3K

Event2026-03-31

Filed2026-05-15

URA

GLOBAL X FDS

3.86%

Shares19.9K

Event2026-03-31

Filed2026-05-15

USXF

ISHARES TR

4.14%

Shares16.9K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

-1.48%

Shares4.3K

Event2026-03-31

Filed2026-05-15

ICSH

ISHARES TR

1.85%

Shares18.3K

Event2026-03-31

Filed2026-05-15

WFC

WELLS FARGO & CO

-1.91%

Shares11.6K

Event2026-03-31

Filed2026-05-15

RTX

RTX CORPORATION

6.17%

Shares4.7K

Event2026-03-31

Filed2026-05-15

INVESCO EXCH TRADED FD TR II

0.74%

Shares12.4K

Event2026-03-31

Filed2026-05-15

WDC

WESTERN DIGITAL CORP

5.34%

Shares3.3K

Event2026-03-31

Filed2026-05-15

ADI

ANALOG DEVICES INC

-7.85%

Shares2.8K

Event2026-03-31

Filed2026-05-15

AER

AERCAP HOLDINGS NV

9.74%

Shares6.3K

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC

5.55%

Shares1.0K

Event2026-03-31

Filed2026-05-15

NUDM

NUSHARES ETF TR

237.10%

Shares24.1K

Event2026-03-31

Filed2026-05-15

IUSB

ISHARES TR

2.20%

Shares18.7K

Event2026-03-31

Filed2026-05-15

BOEING CO

0.47%

Shares4.3K

Event2026-03-31

Filed2026-05-15

INTC

INTEL CORP

10.75%

Shares19.1K

Event2026-03-31

Filed2026-05-15

MBB

ISHARES TR

-5.97%

Shares8.9K

Event2026-03-31

Filed2026-05-15

FDN

FIRST TR EXCHANGE-TRADED FD

0.08%

Shares3.6K

Event2026-03-31

Filed2026-05-15

SPTI

SPDR SERIES TRUST

34.65%

Shares29.2K

Event2026-03-31

Filed2026-05-15

SPEM

SPDR INDEX SHS FDS

5.32%

Shares17.7K

Event2026-03-31

Filed2026-05-15

TJX

TJX COS INC NEW

0.83%

Shares5.1K

Event2026-03-31

Filed2026-05-15

EXC

EXELON CORP

-0.29%

Shares16.6K

Event2026-03-31

Filed2026-05-15

VOLT

TEMA ETF TRUST

New

Shares23.8K

Event2026-03-31

Filed2026-05-15

XLB

SELECT SECTOR SPDR TR

-0.19%

Shares16.2K

Event2026-03-31

Filed2026-05-15

JHML

JOHN HANCOCK EXCHANGE TRADED

-4.53%

Shares10.3K

Event2026-03-31

Filed2026-05-15

ESGD

ISHARES TR

-38.91%

Shares8.3K

Event2026-03-31

Filed2026-05-15

REALTY INCOME CORP

-5.98%

Shares12.9K

Event2026-03-31

Filed2026-05-15

EPRT

ESSENTIAL PPTYS RLTY TR INC

-5.14%

Shares26.0K

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC

-1.73%

Shares1.6K

Event2026-03-31

Filed2026-05-15

FYX

FIRST TR EXCHANGE-TRADED ALP

-7.03%

Shares6.5K

Event2026-03-31

Filed2026-05-15

GRNB

VANECK ETF TRUST

102.63%

Shares32.4K

Event2026-03-31

Filed2026-05-15

ALLW

SSGA ACTIVE TR

173.33%

Shares26.7K

Event2026-03-31

Filed2026-05-15

MUC

BLACKROCK MUNIHLDNGS CALI

-8.73%

Shares73.1K

Event2026-03-31

Filed2026-05-15

UCON

FIRST TR EXCHNG TRADED FD VI

-34.55%

Shares30.1K

Event2026-03-31

Filed2026-05-15

AXP

AMERICAN EXPRESS CO

10.78%

Shares2.5K

Event2026-03-31

Filed2026-05-15

TLTW

ISHARES TR

0.18%

Shares32.3K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

0.00%

Shares15.2K

Event2026-03-31

Filed2026-05-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

New

Shares1

Event2026-03-31

Filed2026-05-15

FDL

FIRST TR EXCHANGE-TRADED FD

-8.24%

Shares14.1K

Event2026-03-31

Filed2026-05-15

GENERAL MTRS CO

-1.54%

Shares9.6K

Event2026-03-31

Filed2026-05-15

VBK

VANGUARD INDEX FDS

-0.55%

Shares2.3K

Event2026-03-31

Filed2026-05-15

SBUX

STARBUCKS CORP

-2.53%

Shares7.9K

Event2026-03-31

Filed2026-05-15

NEAR

ISHARES U S ETF TR

10.65%

Shares13.8K

Event2026-03-31

Filed2026-05-15

XLU

SELECT SECTOR SPDR TR

3.05%

Shares15.2K

Event2026-03-31

Filed2026-05-15

VBR

VANGUARD INDEX FDS

3.42%

Shares3.2K

Event2026-03-31

Filed2026-05-15

IWB

ISHARES TR

-2.40%

Shares1.9K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

-39.57%

Shares2.5K

Event2026-03-31

Filed2026-05-15

ILCV

ISHARES TR

19.44%

Shares7.3K

Event2026-03-31

Filed2026-05-15

UBER

UBER TECHNOLOGIES INC

-1.97%

Shares9.3K

Event2026-03-31

Filed2026-05-15

MSTR

STRATEGY INC

1.13%

Shares5.4K

Event2026-03-31

Filed2026-05-15

NEM

NEWMONT CORP

35.69%

Shares6.2K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

-0.48%

Shares4.6K

Event2026-03-31

Filed2026-05-15

BLACKROCK INC

1.02%

Shares690

Event2026-03-31

Filed2026-05-15

EFV

ISHARES TR

1.45%

Shares8.9K

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD WHITEHALL FDS

106.04%

Shares4.4K

Event2026-03-31

Filed2026-05-15

PPLT

ABRDN PLATINUM ETF TRUST

36.75%

Shares3.7K

Event2026-03-31

Filed2026-05-15

COP

CONOCOPHILLIPS

10.76%

Shares4.9K

Event2026-03-31

Filed2026-05-15

IWS

ISHARES TR

-0.56%

Shares4.4K

Event2026-03-31

Filed2026-05-15

KRMA

GLOBAL X FDS

-37.38%

Shares15.5K

Event2026-03-31

Filed2026-05-15

VCIT

VANGUARD SCOTTSDALE FDS

-1.89%

Shares7.8K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

14.48%

Shares5.3K

Event2026-03-31

Filed2026-05-15

ORLY

OREILLY AUTOMOTIVE INC

-1.37%

Shares6.9K

Event2026-03-31

Filed2026-05-15

GDX

VANECK ETF TRUST

0.07%

Shares6.9K

Event2026-03-31

Filed2026-05-15

VRTX

VERTEX PHARMACEUTICALS INC

2.50%

Shares1.4K

Event2026-03-31

Filed2026-05-15

SPEU

SPDR INDEX SHS FDS

-0.34%

Shares12.0K

Event2026-03-31

Filed2026-05-15

SEAGATE TECHNOLOGY HLDNGS PL

1.17%

Shares1.6K

Event2026-03-31

Filed2026-05-15

BLACKSTONE INC

20.63%

Shares5.3K

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRS INC

0.13%

Shares3.1K

Event2026-03-31

Filed2026-05-15

ADBE

ADOBE INC

54.35%

Shares2.5K

Event2026-03-31

Filed2026-05-15

PLD

PROLOGIS INC.

12.81%

Shares4.6K

Event2026-03-31

Filed2026-05-15

VONV

VANGUARD SCOTTSDALE FDS

New

Shares6.4K

Event2026-03-31

Filed2026-05-15

SPVM

INVESCO EXCHANGE TRADED FD T

New

Shares8.7K

Event2026-03-31

Filed2026-05-15

PSLV

SPROTT ASSET MANAGEMENT LP

New

Shares24.5K

Event2026-03-31

Filed2026-05-15

XLP

SELECT SECTOR SPDR TR

46.62%

Shares7.2K

Event2026-03-31

Filed2026-05-15

CITIGROUP INC

5.66%

Shares5.2K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

2.78%

Shares1.9K

Event2026-03-31

Filed2026-05-15

NXPI

NXP SEMICONDUCTORS N V

2.09%

Shares3.0K

Event2026-03-31

Filed2026-05-15

DSI

ISHARES TR

-2.92%

Shares4.8K

Event2026-03-31

Filed2026-05-15

DIA

STATE STR SPDR DOW JONES IND

-6.74%

Shares1.3K

Event2026-03-31

Filed2026-05-15

ULST

SSGA ACTIVE ETF TR

0.56%

Shares14.0K

Event2026-03-31

Filed2026-05-15

DFAI

DIMENSIONAL ETF TRUST

9.80%

Shares14.3K

Event2026-03-31

Filed2026-05-15

LMT

LOCKHEED MARTIN CORP

6.74%

Shares919

Event2026-03-31

Filed2026-05-15

NVS

NOVARTIS AG

12.22%

Shares3.6K

Event2026-03-31

Filed2026-05-15

STRL

STERLING INFRASTRUCTURE INC

26.97%

Shares1.4K

Event2026-03-31

Filed2026-05-15

MMM

3M CO

0.74%

Shares3.8K

Event2026-03-31

Filed2026-05-15

PFE

PFIZER INC

-6.05%

Shares19.6K

Event2026-03-31

Filed2026-05-15

LITE

LUMENTUM HLDGS INC

New

Shares779

Event2026-03-31

Filed2026-05-15

ALTRIA GROUP INC

-0.97%

Shares8.2K

Event2026-03-31

Filed2026-05-15

SRE

SEMPRA

-0.64%

Shares5.6K

Event2026-03-31

Filed2026-05-15

BALI

BLACKROCK ETF TRUST

New

Shares17.6K

Event2026-03-31

Filed2026-05-15

AMAT

APPLIED MATLS INC

10.64%

Shares1.6K

Event2026-03-31

Filed2026-05-15

QCOM

QUALCOMM INC

-1.76%

Shares4.2K

Event2026-03-31

Filed2026-05-15

ELV

ELEVANCE HEALTH INC FORMERLY

-6.06%

Shares1.8K

Event2026-03-31

Filed2026-05-15

MITK

MITEK SYS INC

0.25%

Shares39.3K

Event2026-03-31

Filed2026-05-15

JIVE

J P MORGAN EXCHANGE TRADED F

New

Shares6.1K

Event2026-03-31

Filed2026-05-15

XPO

XPO INC

-0.33%

Shares2.7K

Event2026-03-31

Filed2026-05-15

MORGAN STANLEY

-20.31%

Shares3.2K

Event2026-03-31

Filed2026-05-15

HON

HONEYWELL INTL INC

7.15%

Shares2.3K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

17.38%

Shares5.5K

Event2026-03-31

Filed2026-05-15

CWS

ADVISORSHARES TR

-1.64%

Shares7.8K

Event2026-03-31

Filed2026-05-15

XYLD

GLOBAL X FDS

-14.49%

Shares12.9K

Event2026-03-31

Filed2026-05-15

SIL

GLOBAL X FDS

7.24%

Shares5.6K

Event2026-03-31

Filed2026-05-15

LOW

LOWES COS INC

-1.59%

Shares2.1K

Event2026-03-31

Filed2026-05-15

SPIB

SPDR SERIES TRUST

-9.85%

Shares14.8K

Event2026-03-31

Filed2026-05-15

HDV

ISHARES TR

5.73%

Shares3.5K

Event2026-03-31

Filed2026-05-15

BTI

BRITISH AMERN TOB PLC

10.30%

Shares8.2K

Event2026-03-31

Filed2026-05-15

UNP

UNION PAC CORP

5.42%

Shares1.9K

Event2026-03-31

Filed2026-05-15

LNG

CHENIERE ENERGY INC

-10.74%

Shares1.6K

Event2026-03-31

Filed2026-05-15

FCAL

FIRST TR EXCH TRADED FD III

25.00%

Shares9.4K

Event2026-03-31

Filed2026-05-15

MNST

MONSTER BEVERAGE CORP NEW

2.05%

Shares6.3K

Event2026-03-31

Filed2026-05-15

PHILIP MORRIS INTL INC

-3.45%

Shares2.7K

Event2026-03-31

Filed2026-05-15

GRID

FIRST TR EXCHANGE-TRADED FD

1.21%

Shares2.8K

Event2026-03-31

Filed2026-05-15

SNDK

SANDISK CORP

New

Shares704

Event2026-03-31

Filed2026-05-15

FDX

FEDEX CORP

2.79%

Shares1.3K

Event2026-03-31

Filed2026-05-15

ROCKET LAB CORP

-5.04%

Shares7.0K

Event2026-03-31

Filed2026-05-15

MGK

VANGUARD WORLD FD

16.38%

Shares1.2K

Event2026-03-31

Filed2026-05-15

BABA

ALIBABA GROUP HLDG LTD

4.02%

Shares3.5K

Event2026-03-31

Filed2026-05-15

GCOR

GOLDMAN SACHS ETF TR

0.25%

Shares10.6K

Event2026-03-31

Filed2026-05-15

GSLC

GOLDMAN SACHS ETF TR

0.55%

Shares3.5K

Event2026-03-31

Filed2026-05-15

JAAA

JANUS DETROIT STR TR

-2.25%

Shares8.5K

Event2026-03-31

Filed2026-05-15

BILS

SPDR SERIES TRUST

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-15

OEF

ISHARES TR

-95.54%

Shares1.3K

Event2026-03-31

Filed2026-05-15

AXON

AXON ENTERPRISE INC

7.35%

Shares993

Event2026-03-31

Filed2026-05-15

KKR & CO INC

9.47%

Shares4.6K

Event2026-03-31

Filed2026-05-15

ICE

INTERCONTINENTAL EXCHANGE IN

10.66%

Shares2.7K

Event2026-03-31

Filed2026-05-15

ITA

ISHARES TR

33.29%

Shares1.9K

Event2026-03-31

Filed2026-05-15

CSGP

COSTAR GROUP INC

New

Shares10.2K

Event2026-03-31

Filed2026-05-15

JEPI

J P MORGAN EXCHANGE TRADED F

New

Shares7.2K

Event2026-03-31

Filed2026-05-15

JHMM

JOHN HANCOCK EXCHANGE TRADED

-3.35%

Shares6.0K

Event2026-03-31

Filed2026-05-15

WASTE MGMT INC DEL

2.40%

Shares1.7K

Event2026-03-31

Filed2026-05-15

PYPL

PAYPAL HLDGS INC

7.80%

Shares8.8K

Event2026-03-31

Filed2026-05-15

QQQM

INVESCO EXCH TRADED FD TR II

New

Shares1.7K

Event2026-03-31

Filed2026-05-15

FCX

FREEPORT MCMORAN INC

8.55%

Shares6.7K

Event2026-03-31

Filed2026-05-15

VRT

VERTIV HOLDINGS CO

21.55%

Shares1.5K

Event2026-03-31

Filed2026-05-15

EATON CORP PLC

15.97%

Shares1.1K

Event2026-03-31

Filed2026-05-15

RDIV

INVESCO EXCH TRADED FD TR II

-0.32%

Shares6.9K

Event2026-03-31

Filed2026-05-15

FSK

FS KKR CAP CORP

-10.12%

Shares37.1K

Event2026-03-31

Filed2026-05-15

CSM

PROSHARES TR

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-15

TLH

ISHARES TR

12.84%

Shares3.7K

Event2026-03-31

Filed2026-05-15

BSV

VANGUARD BD INDEX FDS

0.02%

Shares4.8K

Event2026-03-31

Filed2026-05-15

FEX

FIRST TR EXCHANGE-TRADED ALP

0.26%

Shares3.1K

Event2026-03-31

Filed2026-05-15

LINDE PLC

14.35%

Shares749

Event2026-03-31

Filed2026-05-15

SCHW

SCHWAB CHARLES CORP

6.33%

Shares3.9K

Event2026-03-31

Filed2026-05-15

IWV

ISHARES TR

6.72%

Shares985

Event2026-03-31

Filed2026-05-15

AMT

AMERICAN TOWER CORP

82.57%

Shares2.1K

Event2026-03-31

Filed2026-05-15

AVY

AVERY DENNISON CORP

-1.08%

Shares2.1K

Event2026-03-31

Filed2026-05-15

DGRW

WISDOMTREE TR

-36.11%

Shares4.1K

Event2026-03-31

Filed2026-05-15

ARCC

ARES CAPITAL CORP

1.15%

Shares20.0K

Event2026-03-31

Filed2026-05-15

EOG

EOG RES INC

4.75%

Shares2.5K

Event2026-03-31

Filed2026-05-15

CELESTICA INC

162.42%

Shares1.3K

Event2026-03-31

Filed2026-05-15

IEF

ISHARES TR

36.47%

Shares3.8K

Event2026-03-31

Filed2026-05-15

BINC

BLACKROCK ETF TRUST II

15.32%

Shares6.9K

Event2026-03-31

Filed2026-05-15

KRANESHARES TRUST

-1.28%

Shares10.8K

Event2026-03-31

Filed2026-05-15

NOBL

PROSHARES TR

0.03%

Shares3.3K

Event2026-03-31

Filed2026-05-15

PAYX

PAYCHEX INC

25.80%

Shares3.8K

Event2026-03-31

Filed2026-05-15

MELI

MERCADOLIBRE INC

-1.95%

Shares201

Event2026-03-31

Filed2026-05-15

FLTR

VANECK ETF TRUST

-3.46%

Shares13.6K

Event2026-03-31

Filed2026-05-15

KRE

SPDR SERIES TRUST

-2.21%

Shares5.3K

Event2026-03-31

Filed2026-05-15

VGK

VANGUARD INTL EQUITY INDEX F

New

Shares4.2K

Event2026-03-31

Filed2026-05-15

EFG

ISHARES TR

New

Shares3.1K

Event2026-03-31

Filed2026-05-15

DEERE & CO

8.80%

Shares606

Event2026-03-31

Filed2026-05-15

SYK

STRYKER CORPORATION

-2.17%

Shares1.0K

Event2026-03-31

Filed2026-05-15

DUKE ENERGY CORP NEW

-1.56%

Shares2.6K

Event2026-03-31

Filed2026-05-15

APH

AMPHENOL CORP

-2.72%

Shares2.7K

Event2026-03-31

Filed2026-05-15

VTIP

VANGUARD MALVERN FDS

7.15%

Shares6.8K

Event2026-03-31

Filed2026-05-15

GILD

GILEAD SCIENCES INC

-12.80%

Shares2.4K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

14.03%

Shares6.2K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

1.02%

Shares3.3K

Event2026-03-31

Filed2026-05-15

GSY

INVESCO ACTIVELY MANAGED EXC

-11.81%

Shares6.7K

Event2026-03-31

Filed2026-05-15

FORD MTR CO

-0.24%

Shares28.9K

Event2026-03-31

Filed2026-05-15

EIS

ISHARES INC

3.63%

Shares2.9K

Event2026-03-31

Filed2026-05-15

SITM

SITIME CORP

26.39%

Shares958

Event2026-03-31

Filed2026-05-15

PARKER-HANNIFIN CORP

-3.66%

Shares369

Event2026-03-31

Filed2026-05-15

AFL

AFLAC INC

10.73%

Shares3.0K

Event2026-03-31

Filed2026-05-15

COF

CAPITAL ONE FINL CORP

37.10%

Shares1.8K

Event2026-03-31

Filed2026-05-15

MCHP

MICROCHIP TECHNOLOGY INC.

6.07%

Shares5.1K

Event2026-03-31

Filed2026-05-15

SHEL

SHELL PLC

16.62%

Shares3.5K

Event2026-03-31

Filed2026-05-15

TRP

TC ENERGY CORP

5.46%

Shares5.2K

Event2026-03-31

Filed2026-05-15

IRM

IRON MTN INC DEL

6.02%

Shares3.2K

Event2026-03-31

Filed2026-05-15

BMY

BRISTOL-MYERS SQUIBB CO

5.35%

Shares5.3K

Event2026-03-31

Filed2026-05-15

USB

US BANCORP

17.96%

Shares6.1K

Event2026-03-31

Filed2026-05-15

DVY

ISHARES TR

6.33%

Shares2.1K

Event2026-03-31

Filed2026-05-15

ASTRAZENECA PLC

New

Shares1.6K

Event2026-03-31

Filed2026-05-15

PSX

PHILLIPS 66

1.41%

Shares1.7K

Event2026-03-31

Filed2026-05-15

MUB

ISHARES TR

21.32%

Shares3.0K

Event2026-03-31

Filed2026-05-15

HII

HUNTINGTON INGALLS INDS INC

-11.60%

Shares823

Event2026-03-31

Filed2026-05-15

GOF

GUGGENHEIM STRATEGIC OPPORTU

15.67%

Shares28.3K

Event2026-03-31

Filed2026-05-15

CME

CME GROUP INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

DHR

DANAHER CORP DEL

13.05%

Shares1.6K

Event2026-03-31

Filed2026-05-15

ADSK

AUTODESK INC

1.26%

Shares1.3K

Event2026-03-31

Filed2026-05-15

BBAG

J P MORGAN EXCHANGE TRADED F

1.08%

Shares6.6K

Event2026-03-31

Filed2026-05-15

HWM

HOWMET AEROSPACE INC

2.79%

Shares1.3K

Event2026-03-31

Filed2026-05-15

RACE

FERRARI N V

-38.20%

Shares893

Event2026-03-31

Filed2026-05-15

VIS

VANGUARD WORLD FD

0.00%

Shares959

Event2026-03-31

Filed2026-05-15

BKNG

BOOKING HOLDINGS INC

2.90%

Shares71

Event2026-03-31

Filed2026-05-15

WELL

WELLTOWER INC

16.61%

Shares1.5K

Event2026-03-31

Filed2026-05-15

SPYD

SPDR SERIES TRUST

-26.57%

Shares6.5K

Event2026-03-31

Filed2026-05-15

WEC ENERGY GROUP INC

23.08%

Shares2.6K

Event2026-03-31

Filed2026-05-15

ARISTA NETWORKS INC

18.91%

Shares2.4K

Event2026-03-31

Filed2026-05-15

HYATT HOTELS CORP

0.44%

Shares2.0K

Event2026-03-31

Filed2026-05-15

MCK

MCKESSON CORP

-5.28%

Shares341

Event2026-03-31

Filed2026-05-15

NVG

NUVEEN AMT FREE MUN CR INC F

-11.12%

Shares23.8K

Event2026-03-31

Filed2026-05-15

MEDTRONIC PLC

31.67%

Shares3.4K

Event2026-03-31

Filed2026-05-15

GLTR

ABRDN PRECIOUS METALS BASKET

-27.00%

Shares1.3K

Event2026-03-31

Filed2026-05-15

NAC

NUVEEN CA DIVI ADV MUN

New

Shares24.9K

Event2026-03-31

Filed2026-05-15

TGT

TARGET CORP

5.76%

Shares2.4K

Event2026-03-31

Filed2026-05-15

RYLD

GLOBAL X FDS

-9.34%

Shares19.3K

Event2026-03-31

Filed2026-05-15

REGN

REGENERON PHARMACEUTICALS

3.88%

Shares375

Event2026-03-31

Filed2026-05-15

NZF

NUVEEN MUN CR INCOME FD

-30.84%

Shares23.5K

Event2026-03-31

Filed2026-05-15

CCL

CARNIVAL CORP

2.90%

Shares11.0K

Event2026-03-31

Filed2026-05-15

TOTALENERGIES SE

New

Shares3.1K

Event2026-03-31

Filed2026-05-15

MSI

MOTOROLA SOLUTIONS INC

4.79%

Shares656

Event2026-03-31

Filed2026-05-15

SLVP

ISHARES INC

New

Shares8.0K

Event2026-03-31

Filed2026-05-15

INTU

INTUIT

30.42%

Shares656

Event2026-03-31

Filed2026-05-15

FSS

FEDERAL SIGNAL CORP

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-15

ADP

AUTOMATIC DATA PROCESSING IN

-5.84%

Shares1.4K

Event2026-03-31

Filed2026-05-15

SIVR

ABRDN SILVER ETF TRUST

-81.76%

Shares3.9K

Event2026-03-31

Filed2026-05-15

APP

APPLOVIN CORP

2.51%

Shares693

Event2026-03-31

Filed2026-05-15

SPMB

SPDR SERIES TRUST

0.43%

Shares12.3K

Event2026-03-31

Filed2026-05-15

USMC

PRINCIPAL EXCHANGE TRADED FD

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-15

SPAB

SPDR SERIES TRUST

-9.33%

Shares10.6K

Event2026-03-31

Filed2026-05-15

POOL

POOL CORP

2.30%

Shares1.3K

Event2026-03-31

Filed2026-05-15

CANC

TEMA ETF TRUST

New

Shares7.4K

Event2026-03-31

Filed2026-05-15

VONG

VANGUARD SCOTTSDALE FDS

New

Shares2.4K

Event2026-03-31

Filed2026-05-15

PULS

PGIM ETF TR

-4.78%

Shares5.4K

Event2026-03-31

Filed2026-05-15

CDNS

CADENCE DESIGN SYSTEM INC

-44.64%

Shares950

Event2026-03-31

Filed2026-05-15

THE CIGNA GROUP

6.60%

Shares985

Event2026-03-31

Filed2026-05-15

LCTU

BLACKROCK ETF TRUST

10.85%

Shares3.7K

Event2026-03-31

Filed2026-05-15

CIBR

FIRST TR EXCHANGE-TRADED FD

2.61%

Shares4.2K

Event2026-03-31

Filed2026-05-15

URI

UNITED RENTALS INC

-2.99%

Shares357

Event2026-03-31

Filed2026-05-15

PNC

PNC FINL SVCS GROUP INC

6.96%

Shares1.2K

Event2026-03-31

Filed2026-05-15

ECL

ECOLAB INC

0.62%

Shares970

Event2026-03-31

Filed2026-05-15

LPLA

LPL FINL HLDGS INC

7.03%

Shares853

Event2026-03-31

Filed2026-05-15

RIOT

RIOT PLATFORMS INC

0.00%

Shares20.8K

Event2026-03-31

Filed2026-05-15

WPC

WP CAREY INC

-30.29%

Shares3.7K

Event2026-03-31

Filed2026-05-15

PSC

PRINCIPAL EXCHANGE TRADED FD

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-15

ONDS

ONDAS INC

67.96%

Shares27.7K

Event2026-03-31

Filed2026-05-15

DRAFTKINGS INC NEW

-42.98%

Shares11.5K

Event2026-03-31

Filed2026-05-15

OIH

VANECK ETF TRUST

New

Shares618

Event2026-03-31

Filed2026-05-15

SPOT

SPOTIFY TECHNOLOGY S A

-5.91%

Shares509

Event2026-03-31

Filed2026-05-15

HLT

HILTON WORLDWIDE HLDGS INC

14.94%

Shares808

Event2026-03-31

Filed2026-05-15

XEL

XCEL ENERGY INC

-4.48%

Shares3.1K

Event2026-03-31

Filed2026-05-15

ITOT

ISHARES TR

-25.38%

Shares1.7K

Event2026-03-31

Filed2026-05-15

FTSM

FIRST TR EXCHANGE-TRADED FD

1.88%

Shares4.1K

Event2026-03-31

Filed2026-05-15

FXU

FIRST TR EXCHANGE-TRADED FD

New

Shares4.9K

Event2026-03-31

Filed2026-05-15

EMR

EMERSON ELEC CO

-4.98%

Shares1.8K

Event2026-03-31

Filed2026-05-15

ENERGY TRANSFER L P

-6.22%

Shares12.5K

Event2026-03-31

Filed2026-05-15

NVO

NOVO-NORDISK A S

-5.56%

Shares6.5K

Event2026-03-31

Filed2026-05-15

LHX

L3HARRIS TECHNOLOGIES INC

New

Shares691

Event2026-03-31

Filed2026-05-15

UNILEVER PLC

New

Shares4.1K

Event2026-03-31

Filed2026-05-15

VNQ

VANGUARD INDEX FDS

-0.23%

Shares2.6K

Event2026-03-31

Filed2026-05-15

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-15

LYV

LIVE NATION ENTERTAINMENT IN

4.75%

Shares1.5K

Event2026-03-31

Filed2026-05-15

WBD

WARNER BROS DISCOVERY INC

12.18%

Shares8.3K

Event2026-03-31

Filed2026-05-15

HELO

J P MORGAN EXCHANGE TRADED F

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-15

WMB

WILLIAMS COS INC

New

Shares3.1K

Event2026-03-31

Filed2026-05-15

YUM

YUM BRANDS INC

2.70%

Shares1.4K

Event2026-03-31

Filed2026-05-15

IWX

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-15

ISHARES TR

-1.00%

Shares3.3K

Event2026-03-31

Filed2026-05-15

IGF

ISHARES TR

New

Shares3.3K

Event2026-03-31

Filed2026-05-15

SUSA

ISHARES TR

0.12%

Shares1.7K

Event2026-03-31

Filed2026-05-15

NOC

NORTHROP GRUMMAN CORP

-23.70%

Shares322

Event2026-03-31

Filed2026-05-15

SOUTHERN CO

New

Shares2.3K

Event2026-03-31

Filed2026-05-15

DLR

DIGITAL RLTY TR INC

New

Shares1.2K

Event2026-03-31

Filed2026-05-15

CAH

CARDINAL HEALTH INC

3.63%

Shares1.0K

Event2026-03-31

Filed2026-05-15

EPD

ENTERPRISE PRODS PARTNERS L

New

Shares5.7K

Event2026-03-31

Filed2026-05-15

MAR

MARRIOTT INTL INC NEW

New

Shares662

Event2026-03-31

Filed2026-05-15

VLO

VALERO ENERGY CORP

New

Shares874

Event2026-03-31

Filed2026-05-15

SNOW

SNOWFLAKE INC

-1.18%

Shares1.4K

Event2026-03-31

Filed2026-05-15

NDAQ

NASDAQ INC

3.56%

Shares2.5K

Event2026-03-31

Filed2026-05-15

KRANESHARES TRUST

New

Shares7.4K

Event2026-03-31

Filed2026-05-15

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-15

AZO

AUTOZONE INC

1.64%

Shares62

Event2026-03-31

Filed2026-05-15

MDYV

SPDR SERIES TRUST

-14.53%

Shares2.5K

Event2026-03-31

Filed2026-05-15

SYM

SYMBOTIC INC

1.30%

Shares3.9K

Event2026-03-31

Filed2026-05-15

DAL

DELTA AIR LINES INC

8.81%

Shares3.1K

Event2026-03-31

Filed2026-05-15

DECK

DECKERS OUTDOOR CORP

-22.99%

Shares2.1K

Event2026-03-31

Filed2026-05-15

IEI

ISHARES TR

3.09%

Shares1.7K

Event2026-03-31

Filed2026-05-15

XLG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-15

XHB

SPDR SERIES TRUST

-33.98%

Shares2.1K

Event2026-03-31

Filed2026-05-15

CVS

CVS HEALTH CORP

-2.10%

Shares2.8K

Event2026-03-31

Filed2026-05-15

CHUBB LTD SWITZ

New

Shares624

Event2026-03-31

Filed2026-05-15

SPHY

SPDR SERIES TRUST

-5.07%

Shares8.7K

Event2026-03-31

Filed2026-05-15

FIRSTENERGY CORP

New

Shares4.0K

Event2026-03-31

Filed2026-05-15

SPVU

INVESCO EXCH TRADED FD TR II

New

Shares3.4K

Event2026-03-31

Filed2026-05-15

SUSC

ISHARES TR

New

Shares8.7K

Event2026-03-31

Filed2026-05-15

CALF

PACER FDS TR

New

Shares4.5K

Event2026-03-31

Filed2026-05-15

FAST

FASTENAL CO

New

Shares4.3K

Event2026-03-31

Filed2026-05-15

SENTINELONE INC

0.92%

Shares14.8K

Event2026-03-31

Filed2026-05-15

PDI

PIMCO DYNAMIC INCOME FD

New

Shares10.2K

Event2026-03-31

Filed2026-05-15

MSIF

MSC INCOME FUND INC

New

Shares12.9K

Event2026-03-31

Filed2026-05-15

BCSF

BAIN CAP SPECIALTY FIN INC

0.00%

Shares12.5K

Event2026-03-31

Filed2026-05-15

ABAT

AMERICAN BATTERY TECHNOLOGY

3.93%

Shares52.9K

Event2026-03-31

Filed2026-05-15

FS SPECIALTY LENDING FD

New

Shares10.1K

Event2026-03-31

Filed2026-05-15

OPP

RIVERNORTH DOUBLELINE STRATE

1.42%

Shares16.1K

Event2026-03-31

Filed2026-05-15

PUTNAM ETF TRUST

0.00%

Shares15.8K

Event2026-03-31

Filed2026-05-15

IMMR

IMMERSION CORP

-29.20%

Shares21.0K

Event2026-03-31

Filed2026-05-15

RITM

RITHM CAPITAL CORP

2.07%

Shares11.8K

Event2026-03-31

Filed2026-05-15

VKQ

INVESCO MUNICIPAL TRUST

0.55%

Shares11.2K

Event2026-03-31

Filed2026-05-15

OCGN

OCUGEN INC

0.00%

Shares15.0K

Event2026-03-31

Filed2026-05-15

LXRX

LEXICON PHARMACEUTICALS INC

0.00%

Shares11.0K

Event2026-03-31

Filed2026-05-15

DEFT

DEFI TECHNOLOGIES INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-15

ZOOZ STRATEGY LTD

0.00%

Shares14.5K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

KLAC Call CallKLA CORP600 shares50.00%2026-03-312026-05-15

ASML Call CallASML HLDG NV200 sharesnew addition2026-03-312026-05-15

SNDK Call CallSANDISK CORP400 sharesnew addition2026-03-312026-05-15

SITM Call CallSITIME CORP400 shares-42.86%2026-03-312026-05-15

VRT Call CallVERTIV HOLDINGS CO500 sharesnew addition2026-03-312026-05-15

TSLA Call CallTESLA INC300 shares0.00%2026-03-312026-05-15

LAM RESEARCH CORP Call CallLAM RESEARCH CORP500 shares-50.00%2026-03-312026-05-15

SOFI Call CallSOFI TECHNOLOGIES INC3.0K shares275.00%2026-03-312026-05-15

STRL Call CallSTERLING INFRASTRUCTURE INC100 sharesnew addition2026-03-312026-05-15

MSTR Call CallSTRATEGY INC200 shares0.00%2026-03-312026-05-15

COP Call CallCONOCOPHILLIPS100 sharesnew addition2026-03-312026-05-15

T Call CallAT&T INC100 sharesnew addition2026-03-312026-05-15

ITA Call CallISHARES TR100 sharesnew addition2026-03-312026-05-15

KLAC Call

KLA CORP

50.00%

Shares600

Event2026-03-31

Filed2026-05-15

ASML Call

ASML HLDG NV

New

Shares200

Event2026-03-31

Filed2026-05-15

SNDK Call

SANDISK CORP

New

Shares400

Event2026-03-31

Filed2026-05-15

SITM Call

SITIME CORP

-42.86%

Shares400

Event2026-03-31

Filed2026-05-15

VRT Call

VERTIV HOLDINGS CO

New

Shares500

Event2026-03-31

Filed2026-05-15

TSLA Call

TESLA INC

0.00%

Shares300

Event2026-03-31

Filed2026-05-15

LAM RESEARCH CORP Call

LAM RESEARCH CORP

-50.00%

Shares500

Event2026-03-31

Filed2026-05-15

SOFI Call

SOFI TECHNOLOGIES INC

275.00%

Shares3.0K

Event2026-03-31

Filed2026-05-15

STRL Call

STERLING INFRASTRUCTURE INC

New

Shares100

Event2026-03-31

Filed2026-05-15

MSTR Call

STRATEGY INC

0.00%

Shares200

Event2026-03-31

Filed2026-05-15

COP Call

CONOCOPHILLIPS

New

Shares100

Event2026-03-31

Filed2026-05-15

T Call

AT&T INC

New

Shares100

Event2026-03-31

Filed2026-05-15

ITA Call

ISHARES TR

New

Shares100

Event2026-03-31

Filed2026-05-15

Put Option Holdings

No put option holdings data available