Sponsored

The Analysis of PFS Partners, LLC's Holdings & P&L

Currently, PFS Partners, LLC holds 590 types of securities in its portfolio with a total value $218.2M. In the most recent quarter, they have increased their positions in JAAA (+17.5K shares, valued at $880.5K), IJAN (+9.2K shares, valued at $332.3K), IMCG (+3.7K shares, valued at $291.1K); decreased their positions in TFLO (-22.6K shares, valued at $1.1M), XMAR (-21.7K shares, valued at $878.3K), CB (-1.9K shares, valued at $623.8K); initiated new positions in IFEB (+4.7K shares, valued at $139.8K), SPXX (+7.0K shares, valued at $112.5K), PDI (+1.4K shares, valued at $23.5K).

1M P&L

+6.8M+3.23%

3M P&L

+8.4M+4.05%

HY P&L

+19.6M+9.97%

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/A171.2M

80.1%

2Insurance - Diversified5.5M

2.6%

3Oil & Gas Integrated4.6M

2.1%

Top Industries by Stock Count

1N/A190 stocks

35.2%

2Software - Infrastructure14 stocks

2.6%

3Software - Application14 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JAAA JANUS DETROIT STR TR458.9K shares3.96%2026-03-312026-04-09

KJAN INNOVATOR ETFS TRUST506.4K shares-0.17%2026-03-312026-04-09

DGRO ISHARES TR230.3K shares1.49%2026-03-312026-04-09

FSMB FIRST TR EXCH TRADED FD III685.3K shares-0.34%2026-03-312026-04-09

XMAR FIRST TR EXCHNG TRADED FD VI293.3K shares-6.89%2026-03-312026-04-09

LMBS FIRST TR EXCHANGE-TRADED FD224.9K shares2.30%2026-03-312026-04-09

IAPR INNOVATOR ETFS TRUST284.5K shares-0.92%2026-03-312026-04-09

XMLV INVESCO EXCH TRADED FD TR II130.8K shares2.30%2026-03-312026-04-09

Sponsored

IMCG ISHARES TR101.9K shares3.76%2026-03-312026-04-09

FPE FIRST TR EXCH TRADED FD III406.9K shares3.11%2026-03-312026-04-09

IVV ISHARES TR10.9K shares0.60%2026-03-312026-04-09

GSLC GOLDMAN SACHS ETF TR52.9K shares-2.09%2026-03-312026-04-09

AIG AMERICAN INTL GROUP INC73.0K shares0.00%2026-03-312026-04-09

KNG FIRST TR EXCHANGE-TRADED FD96.3K shares2.79%2026-03-312026-04-09

TFLO ISHARES TR86.3K shares-20.78%2026-03-312026-04-09

XOM EXXON MOBIL CORP19.0K shares-2.19%2026-03-312026-04-09

Sponsored

MU MICRON TECHNOLOGY INC8.5K shares-0.71%2026-03-312026-04-09

HEI HEICO CORP NEW10.0K shares0.03%2026-03-312026-04-09

AAPL APPLE INC8.1K shares-0.09%2026-03-312026-04-09

HON HONEYWELL INTL INC8.1K shares0.05%2026-03-312026-04-09

HEI.A HEICO CORP NEW8.1K shares0.02%2026-03-312026-04-09

WDC WESTERN DIGITAL CORP4.5K shares0.04%2026-03-312026-04-09

XLF SELECT SECTOR SPDR TR23.5K shares-3.12%2026-03-312026-04-09

CB CHUBB LTD SWITZ3.4K shares-36.10%2026-03-312026-04-09

Sponsored

MAR MARRIOTT INTL INC NEW3.2K shares0.19%2026-03-312026-04-09

GSHD GOOSEHEAD INS INC24.5K shares0.00%2026-03-312026-04-09

KJUN INNOVATOR ETFS TRUST36.2K shares0.00%2026-03-312026-04-09

SNDK SANDISK CORP1.5K shares0.00%2026-03-312026-04-09

TRVI TREVI THERAPEUTICS INC79.0K shares0.00%2026-03-312026-04-09

INVESCO QQQ TR INVESCO QQQ TR1.6K shares-0.68%2026-03-312026-04-09

KAPR INNOVATOR ETFS TRUST22.5K shares-0.74%2026-03-312026-04-09

CVX CHEVRON CORPORATION3.9K shares1.52%2026-03-312026-04-09

Sponsored

T AT&T INC26.1K shares0.49%2026-03-312026-04-09

NVDA NVIDIA CORPORATION4.3K shares8.10%2026-03-312026-04-09

MSFT MICROSOFT CORP2.0K shares1.65%2026-03-312026-04-09

GE AEROSPACE GE AEROSPACE2.2K shares0.05%2026-03-312026-04-09

ISEP INNOVATOR ETFS TRUST17.9K shares-2.81%2026-03-312026-04-09

VZ VERIZON COMMUNICATIONS INC11.5K shares0.58%2026-03-312026-04-09

DSM BNY MELLON STRATEGIC MUN BD91.9K shares1.25%2026-03-312026-04-09

KAUG INNOVATOR ETFS TRUST19.6K shares-0.41%2026-03-312026-04-09

Sponsored

IJAN INNOVATOR ETFS TRUST14.0K shares190.55%2026-03-312026-04-09

HD HOME DEPOT INC1.5K shares0.13%2026-03-312026-04-09

XDEC FIRST TR EXCHNG TRADED FD VI12.3K shares-3.67%2026-03-312026-04-09

SHEL SHELL PLC5.3K shares0.72%2026-03-312026-04-09

MERCK & CO INC MERCK & CO INC4.1K shares-1.02%2026-03-312026-04-09

FRBA FIRST BK WILLIAMSTOWN NEW JE30.0K shares0.05%2026-03-312026-04-09

GEV GE VERNOVA INC523 shares-10.29%2026-03-312026-04-09

XOCT FIRST TR EXCHNG TRADED FD VI11.8K shares0.00%2026-03-312026-04-09

Sponsored

GLD SPDR GOLD TR1.0K shares-6.03%2026-03-312026-04-09

IBM INTERNATIONAL BUSINESS MACHS1.7K shares-0.85%2026-03-312026-04-09

IJUL INNOVATOR ETFS TRUST11.6K shares-1.48%2026-03-312026-04-09

AMZN AMAZON COM INC1.8K shares6.80%2026-03-312026-04-09

XJUL FIRST TR EXCHNG TRADED FD VI9.5K shares-1.62%2026-03-312026-04-09

XJUN FIRST TR EXCHNG TRADED FD VI8.6K shares-2.29%2026-03-312026-04-09

KOCT INNOVATOR ETFS TRUST10.8K shares0.00%2026-03-312026-04-09

XJAN FIRST TR EXCHNG TRADED FD VI9.7K shares111.60%2026-03-312026-04-09

Sponsored

XNOV FIRST TR EXCHNG TRADED FD VI9.1K shares59.51%2026-03-312026-04-09

ALPHABET INC ALPHABET INC1.2K shares-5.06%2026-03-312026-04-09

MAA MID-AMER APT CMNTYS INC2.6K shares1.15%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL662 shares1.85%2026-03-312026-04-09

XSEP FIRST TR EXCHNG TRADED FD VI7.3K shares0.00%2026-03-312026-04-09

VLO VALERO ENERGY CORP1.2K shares0.24%2026-03-312026-04-09

IJUN INNOVATOR ETFS TRUST10.3K shares0.00%2026-03-312026-04-09

JPM JPMORGAN CHASE & CO1.0K shares-3.73%2026-03-312026-04-09

Sponsored

COST COSTCO WHOLESALE CORPORATION296 shares1.72%2026-03-312026-04-09

LLY ELI LILLY & CO320 shares0.00%2026-03-312026-04-09

KJUL INNOVATOR ETFS TRUST9.1K shares0.00%2026-03-312026-04-09

KDEC INNOVATOR ETFS TRUST11.1K shares1.27%2026-03-312026-04-09

KO COCA COLA CO3.7K shares-0.44%2026-03-312026-04-09

IBP INSTALLED BLDG PRODS INC1.0K shares0.00%2026-03-312026-04-09

IDEC INNOVATOR ETFS TRUST8.3K shares0.00%2026-03-312026-04-09

XFEB FIRST TR EXCHNG TRADED FD VI7.7K shares10.09%2026-03-312026-04-09

Sponsored

FTSM FIRST TR EXCHANGE-TRADED FD4.5K shares-18.14%2026-03-312026-04-09

SPY STATE STR SPDR S&P 500 ETF T412 shares24.10%2026-03-312026-04-09

CSCO CISCO SYS INC3.4K shares0.03%2026-03-312026-04-09

COP CONOCOPHILLIPS2.0K shares0.45%2026-03-312026-04-09

ISTB ISHARES TR5.4K shares0.00%2026-03-312026-04-09

MMC MARSH & MCLENNAN COS INC1.5K shares0.07%2026-03-312026-04-09

ABBV ABBVIE INC1.1K shares-4.42%2026-03-312026-04-09

KFEB INNOVATOR ETFS TRUST7.9K shares579.88%2026-03-312026-04-09

Sponsored

V VISA INC731 shares3.25%2026-03-312026-04-09

TSLA TESLA INC591 shares0.17%2026-03-312026-04-09

MO ALTRIA GROUP INC3.3K shares0.55%2026-03-312026-04-09

MPC MARATHON PETE CORP875 shares0.00%2026-03-312026-04-09

UPS UNITED PARCEL SVCS INC2.1K shares0.05%2026-03-312026-04-09

IJJ ISHARES TR1.5K shares0.39%2026-03-312026-04-09

IOCT INNOVATOR ETFS TRUST5.6K shares0.00%2026-03-312026-04-09

IMAR INNOVATOR ETFS TRUST6.5K shares31.68%2026-03-312026-04-09

Sponsored

ALPHABET INC ALPHABET INC634 shares-12.31%2026-03-312026-04-09

IAUG INNOVATOR ETFS TRUST6.2K shares-0.10%2026-03-312026-04-09

INTC INTEL CORP3.9K shares-20.76%2026-03-312026-04-09

HWM HOWMET AEROSPACE INC717 shares0.00%2026-03-312026-04-09

KMAR INNOVATOR ETFS TRUST5.6K shares124.45%2026-03-312026-04-09

F FORD MTR CO14.2K shares-0.96%2026-03-312026-04-09

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL406 shares0.00%2026-03-312026-04-09

EIM EATON VANCE MUN BD FD15.7K shares1.56%2026-03-312026-04-09

Sponsored

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC2.0K shares0.10%2026-03-312026-04-09

DINO HF SINCLAIR CORP2.5K shares-14.49%2026-03-312026-04-09

FDX FEDEX CORP425 shares0.00%2026-03-312026-04-09

CITIGROUP INC CITIGROUP INC1.3K shares-0.30%2026-03-312026-04-09

GLW CORNING INC1.1K shares0.00%2026-03-312026-04-09

PSX PHILLIPS 66789 shares0.51%2026-03-312026-04-09

XMAY FIRST TR EXCHNG TRADED FD VI4.1K shares0.00%2026-03-312026-04-09

SHOP SHOPIFY INC1.2K shares0.00%2026-03-312026-04-09

Sponsored

JPST J P MORGAN EXCHANGE TRADED F2.8K shares0.00%2026-03-312026-04-09

IFEB INNOVATOR ETFS TRUST4.7K sharesnew addition2026-03-312026-04-09

ARLP ALLIANCE RESOURCE PARTNERS L4.9K shares2.35%2026-03-312026-04-09

PDEC INNOVATOR ETFS TRUST3.2K shares0.00%2026-03-312026-04-09

IJK ISHARES TR1.3K shares0.00%2026-03-312026-04-09

PJAN INNOVATOR ETFS TRUST2.9K shares0.00%2026-03-312026-04-09

BROADCOM INC BROADCOM INC420 shares51.08%2026-03-312026-04-09

SNOV FIRST TR EXCHNG TRADED FD VI5.0K shares0.00%2026-03-312026-04-09

Sponsored

INOV INNOVATOR ETFS TRUST3.6K shares0.00%2026-03-312026-04-09

JNJ JOHNSON & JOHNSON509 shares0.39%2026-03-312026-04-09

BK BANK NEW YORK MELLON CORP1.0K shares0.00%2026-03-312026-04-09

XAUG FIRST TR EXCHNG TRADED FD VI3.2K shares-0.46%2026-03-312026-04-09

ADI ANALOG DEVICES INC375 shares0.27%2026-03-312026-04-09

TE CONNECTIVITY PLC TE CONNECTIVITY PLC569 shares-8.37%2026-03-312026-04-09

WTW WILLIS TOWERS WATSON PLC LTD400 shares0.00%2026-03-312026-04-09

SPXX NUVEEN S&P 500 DYNAMIC OVERW7.0K sharesnew addition2026-03-312026-04-09

Sponsored

IRDM IRIDIUM COMMUNICATIONS INC4.0K shares0.00%2026-03-312026-04-09

WBD WARNER BROS DISCOVERY INC4.0K shares-0.20%2026-03-312026-04-09

SPG SIMON PPTY GROUP INC NEW570 shares0.00%2026-03-312026-04-09

CDW CDW CORP841 shares0.00%2026-03-312026-04-09

PJUL INNOVATOR ETFS TRUST2.1K shares-0.70%2026-03-312026-04-09

PFE PFIZER INC3.4K shares-7.99%2026-03-312026-04-09

PG PROCTER & GAMBLE CO661 shares0.46%2026-03-312026-04-09

EMB ISHARES TR981 shares0.00%2026-03-312026-04-09

Sponsored

URI UNITED RENTALS INC125 shares0.00%2026-03-312026-04-09

BA BOEING CO459 shares0.00%2026-03-312026-04-09

MA MASTERCARD INCORPORATED179 shares-9.60%2026-03-312026-04-09

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW674 shares0.00%2026-03-312026-04-09

TT TRANE TECHNOLOGIES PLC207 shares0.00%2026-03-312026-04-09

VANGUARD INDEX FDS VANGUARD INDEX FDS144 shares-25.39%2026-03-312026-04-09

IWM ISHARES TR343 shares0.88%2026-03-312026-04-09

GS GOLDMAN SACHS GROUP INC99 shares0.00%2026-03-312026-04-09

Sponsored

ED CONSOLIDATED EDISON INC739 shares0.68%2026-03-312026-04-09

PWB INVESCO EXCHANGE TRADED FD T650 shares0.00%2026-03-312026-04-09

KSEP INNOVATOR ETFS TRUST2.9K shares-1.93%2026-03-312026-04-09

EXG EATON VANCE TAX-MANAGED GLOB9.2K shares2.16%2026-03-312026-04-09

DIS DISNEY WALT CO809 shares-20.37%2026-03-312026-04-09

IEFA ISHARES TR841 shares0.00%2026-03-312026-04-09

NFLX NETFLIX INC.790 shares21.54%2026-03-312026-04-09

ENGENE HOLDINGS INC ENGENE HOLDINGS INC11.0K shares0.00%2026-03-312026-04-09

Sponsored

SCHR SCHWAB STRATEGIC TR3.0K shares0.00%2026-03-312026-04-09

VRTX VERTEX PHARMACEUTICALS INC158 shares0.00%2026-03-312026-04-09

TJX TJX COS INC NEW437 shares0.00%2026-03-312026-04-09

SMBS SCHWAB STRATEGIC TR2.7K shares0.00%2026-03-312026-04-09

DLR DIGITAL RLTY TR INC378 shares0.27%2026-03-312026-04-09

JMBS JANUS DETROIT STR TR1.5K shares0.00%2026-03-312026-04-09

PEP PEPSICO INC435 shares1.87%2026-03-312026-04-09

HACK AMPLIFY ETF TR900 shares0.00%2026-03-312026-04-09

Sponsored

SCHI SCHWAB STRATEGIC TR2.9K shares0.00%2026-03-312026-04-09

CMCSA COMCAST CORP NEW2.3K shares0.31%2026-03-312026-04-09

ATO ATMOS ENERGY CORP350 shares0.00%2026-03-312026-04-09

AXP AMERICAN EXPRESS CO211 shares0.00%2026-03-312026-04-09

EMNT PIMCO ETF TR637 shares9.26%2026-03-312026-04-09

PFS PROVIDENT FINL SVCS INC3.0K shares-13.74%2026-03-312026-04-09

ICE INTERCONTINENTAL EXCHANGE IN400 shares0.00%2026-03-312026-04-09

FNDX SCHWAB STRATEGIC TR2.2K shares0.00%2026-03-312026-04-09

Sponsored

ILMN ILLUMINA INC500 shares0.00%2026-03-312026-04-09

PEG PUBLIC SVC ENTERPRISE GROUP751 shares0.13%2026-03-312026-04-09

HTBK HERITAGE COMM CORP4.8K shares0.00%2026-03-312026-04-09

THE CIGNA GROUP THE CIGNA GROUP222 shares-1.77%2026-03-312026-04-09

PMAR INNOVATOR ETFS TRUST1.3K shares0.00%2026-03-312026-04-09

KHC KRAFT HEINZ CO2.6K shares219.75%2026-03-312026-04-09

MFC MANULIFE FINL CORP1.6K shares0.00%2026-03-312026-04-09

VXF VANGUARD INDEX FDS268 shares0.37%2026-03-312026-04-09

Sponsored

BLACKSTONE INC BLACKSTONE INC479 shares0.63%2026-03-312026-04-09

PM PHILIP MORRIS INTL INC327 shares0.00%2026-03-312026-04-09

IEF ISHARES TR567 shares0.00%2026-03-312026-04-09

HUBBELL INC HUBBELL INC109 shares0.00%2026-03-312026-04-09

SPIB SPDR SERIES TRUST1.6K shares0.00%2026-03-312026-04-09

RIVN RIVIAN AUTOMOTIVE INC3.5K shares16.77%2026-03-312026-04-09

FIW FIRST TR EXCHANGE-TRADED FD494 shares0.20%2026-03-312026-04-09

PRU PRUDENTIAL FINL INC511 shares-8.91%2026-03-312026-04-09

Sponsored

WRB BERKLEY W R CORP746 shares0.13%2026-03-312026-04-09

AL AIR LEASE CORP750 shares0.00%2026-03-312026-04-09

VEU VANGUARD INTL EQUITY INDEX F641 shares0.16%2026-03-312026-04-09

PFEB INNOVATOR ETFS TRUST1.2K shares0.00%2026-03-312026-04-09

PANW PALO ALTO NETWORKS INC300 shares0.00%2026-03-312026-04-09

META META PLATFORMS INC83 shares-10.75%2026-03-312026-04-09

PUTNAM ETF TRUST PUTNAM ETF TRUST6.0K shares0.00%2026-03-312026-04-09

COHERENT CORP COHERENT CORP194 shares-34.01%2026-03-312026-04-09

Sponsored

WMT WALMART INC371 shares0.00%2026-03-312026-04-09

SCHX SCHWAB STRATEGIC TR1.8K shares0.00%2026-03-312026-04-09

GEHC GE HEALTHCARE TECHNOLOGIES I630 shares0.00%2026-03-312026-04-09

TPR TAPESTRY INC317 shares0.00%2026-03-312026-04-09

BWXT BWX TECHNOLOGIES INC217 shares0.00%2026-03-312026-04-09

XLE SELECT SECTOR SPDR TR709 shares-6.34%2026-03-312026-04-09

FNDE SCHWAB STRATEGIC TR1.1K shares0.00%2026-03-312026-04-09

GRC GORMAN RUPP CO675 shares0.45%2026-03-312026-04-09

Sponsored

ITA ISHARES TR191 shares127.38%2026-03-312026-04-09

ABT ABBOTT LABORATORIES405 shares0.00%2026-03-312026-04-09

NAPR INNOVATOR ETFS TRUST759 shares0.00%2026-03-312026-04-09

BSX BOSTON SCIENTIFIC CORP657 shares0.00%2026-03-312026-04-09

ROBO EXCHANGE TRADED CONCEPTS TRU600 shares0.00%2026-03-312026-04-09

ITW ILLINOIS TOOL WKS INC157 shares0.64%2026-03-312026-04-09

BFLY BUTTERFLY NETWORK INC10.0K shares0.00%2026-03-312026-04-09

EBC EASTERN BANKSHARES INC2.1K shares0.00%2026-03-312026-04-09

Sponsored

FNDA SCHWAB STRATEGIC TR1.2K shares0.00%2026-03-312026-04-09

KLAC KLA CORP27 shares0.00%2026-03-312026-04-09

FNDF SCHWAB STRATEGIC TR800 shares0.00%2026-03-312026-04-09

MSOS ADVISORSHARES TR10.9K shares15.99%2026-03-312026-04-09

WFC WELLS FARGO & CO485 shares0.21%2026-03-312026-04-09

ALL ALLSTATE CORP185 shares0.54%2026-03-312026-04-09

IVW ISHARES TR338 shares0.30%2026-03-312026-04-09

MDLZ MONDELEZ INTL INC660 shares1.69%2026-03-312026-04-09

Sponsored

RTX RTX CORPORATION197 shares0.00%2026-03-312026-04-09

VEA VANGUARD TAX-MANAGED FDS589 shares14.81%2026-03-312026-04-09

SU SUNCOR ENERGY INC NEW570 shares0.71%2026-03-312026-04-09

IXN ISHARES TR376 shares0.00%2026-03-312026-04-09

ICLN ISHARES TR2.0K shares0.00%2026-03-312026-04-09

GIS GENERAL MILLS INC997 shares188.99%2026-03-312026-04-09

PWR QUANTA SVCS INC67 shares0.00%2026-03-312026-04-09

NEE NEXTERA ENERGY INC388 shares0.52%2026-03-312026-04-09

Sponsored

EMR EMERSON ELEC CO275 shares0.36%2026-03-312026-04-09

DHR DANAHER CORP DEL189 shares0.00%2026-03-312026-04-09

DVN DEVON ENERGY CORP NEW700 shares0.00%2026-03-312026-04-09

VO VANGUARD INDEX FDS122 shares-35.11%2026-03-312026-04-09

SRLN SSGA ACTIVE ETF TR874 shares0.00%2026-03-312026-04-09

QDF FLEXSHARES TR442 shares0.00%2026-03-312026-04-09

DOUG DOUGLAS ELLIMAN INC21.3K shares49.68%2026-03-312026-04-09

FULT FULTON FINL CORP PA1.7K shares0.00%2026-03-312026-04-09

Sponsored

HYXF ISHARES TR750 shares18.67%2026-03-312026-04-09

GLAD GLADSTONE CAP CORP2.0K shares0.00%2026-03-312026-04-09

FSEP FIRST TR EXCHNG TRADED FD VI675 shares0.00%2026-03-312026-04-09

BUFG FIRST TR EXCHNG TRADED FD VI1.3K shares0.00%2026-03-312026-04-09

KNOV INNOVATOR ETFS TRUST1.2K shares0.00%2026-03-312026-04-09

OGI ORGANIGRAM GLOBAL INC25.0K shares0.00%2026-03-312026-04-09

GSEP FIRST TR EXCHNG TRADED FD VI876 shares0.00%2026-03-312026-04-09

FCX FREEPORT MCMORAN INC558 shares0.18%2026-03-312026-04-09

Sponsored

SKYY FIRST TR EXCHANGE-TRADED FD300 shares0.00%2026-03-312026-04-09

SCHF SCHWAB STRATEGIC TR1.3K shares0.00%2026-03-312026-04-09

ARTY ISHARES TR698 shares0.00%2026-03-312026-04-09

RIO RIO TINTO PLC344 shares0.00%2026-03-312026-04-09

HITI HIGH TIDE INC14.0K shares0.00%2026-03-312026-04-09

IRM IRON MTN INC DEL300 shares0.00%2026-03-312026-04-09

TSM TAIWAN SEMICONDUCTOR MANUFAC90 shares0.00%2026-03-312026-04-09

SBUX STARBUCKS CORP341 shares0.29%2026-03-312026-04-09

Sponsored

GH GUARDANT HEALTH INC330 shares0.00%2026-03-312026-04-09

AVALO THERAPEUTICS INC AVALO THERAPEUTICS INC2.0K shares0.00%2026-03-312026-04-09

AMD ADVANCED MICRO DEVICES INC144 shares-25.00%2026-03-312026-04-09

MCD MCDONALDS CORP93 shares1.09%2026-03-312026-04-09

SYY SYSCO CORP401 shares0.75%2026-03-312026-04-09

ETR ENTERGY CORP NEW250 shares0.00%2026-03-312026-04-09

LMT LOCKHEED MARTIN CORP46 shares0.00%2026-03-312026-04-09

ITOT ISHARES TR192 shares0.00%2026-03-312026-04-09

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GFF GRIFFON CORP375 shares0.00%2026-03-312026-04-09

IGSB ISHARES TR513 shares0.00%2026-03-312026-04-09

SIVR ABRDN SILVER ETF TRUST372 shares0.00%2026-03-312026-04-09

EME EMCOR GROUP INC36 shares0.00%2026-03-312026-04-09

MET METLIFE INC368 shares0.27%2026-03-312026-04-09

WAB WABTEC102 shares-12.82%2026-03-312026-04-09

RGLD ROYAL GOLD INC100 shares0.00%2026-03-312026-04-09

IWO ISHARES TR81 shares0.00%2026-03-312026-04-09

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FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D13 shares0.00%2026-03-312026-04-09

QCOM QUALCOMM INC193 shares0.00%2026-03-312026-04-09

SCHE SCHWAB STRATEGIC TR739 shares0.00%2026-03-312026-04-09

ZM ZOOM COMMUNICATIONS INC300 shares0.00%2026-03-312026-04-09

TILRAY BRANDS INC TILRAY BRANDS INC3.7K shares57.92%2026-03-312026-04-09

SCHA SCHWAB STRATEGIC TR818 shares0.00%2026-03-312026-04-09

PDI PIMCO DYNAMIC INCOME FD1.4K sharesnew addition2026-03-312026-04-09

BP BP PLC500 shares0.00%2026-03-312026-04-09

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WM WASTE MGMT INC DEL100 shares0.00%2026-03-312026-04-09

GRID FIRST TR EXCHANGE-TRADED FD140 shares34.62%2026-03-312026-04-09

CRON CRONOS GROUP INC8.9K shares0.00%2026-03-312026-04-09

PLTR PALANTIR TECHNOLOGIES INC152 shares0.00%2026-03-312026-04-09

AMP AMERIPRISE FINL INC50 shares0.00%2026-03-312026-04-09

ROST ROSS STORES INC102 shares0.00%2026-03-312026-04-09

SPH SUBURBAN PROPANE PARTNERS L1.1K shares0.00%2026-03-312026-04-09

VAC MARRIOTT VACATIONS WORLDWIDE336 shares2.13%2026-03-312026-04-09

Sponsored

OAKTREE SPECIALTY LENDING OAKTREE SPECIALTY LENDING1.9K shares0.00%2026-03-312026-04-09

ENB ENBRIDGE INC402 shares-35.27%2026-03-312026-04-09

IBIT ISHARES BITCOIN TRUST ETF565 shares6.20%2026-03-312026-04-09

PSEP INNOVATOR ETFS TRUST500 shares0.00%2026-03-312026-04-09

XLV SELECT SECTOR SPDR TR146 shares0.69%2026-03-312026-04-09

VTI VANGUARD INDEX FDS64 shares0.00%2026-03-312026-04-09

QQEW FIRST TR EXCHANGE-TRADED FD160 shares0.00%2026-03-312026-04-09

FEBW AIM ETF PRODUCTS TRUST600 shares0.00%2026-03-312026-04-09

Sponsored

MPV BARINGS PARTN INVS1.1K shares0.00%2026-03-312026-04-09

SPGI S&P GLOBAL INC45 shares-78.37%2026-03-312026-04-09

VTR VENTAS INC231 shares0.00%2026-03-312026-04-09

AURORA CANNABIS INC AURORA CANNABIS INC5.8K shares0.00%2026-03-312026-04-09

TFC TRUIST FINL CORP409 shares-15.50%2026-03-312026-04-09

AIQ GLOBAL X FDS402 shares3920.00%2026-03-312026-04-09

REGN REGENERON PHARMACEUTICALS24 shares0.00%2026-03-312026-04-09

BLACKROCK INC BLACKROCK INC19 shares0.00%2026-03-312026-04-09

Sponsored

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD1.5K shares0.00%2026-03-312026-04-09

TXN TEXAS INSTRS INC94 shares1.08%2026-03-312026-04-09

HSY HERSHEY CO87 shares2.35%2026-03-312026-04-09

TMUS T-MOBILE US INC85 shares0.00%2026-03-312026-04-09

PCN PIMCO CORPORATE & INCM STRG1.5K shares0.00%2026-03-312026-04-09

NMAX NEWSMAX INC3.4K shares0.00%2026-03-312026-04-09

EATON CORP PLC EATON CORP PLC49 shares0.00%2026-03-312026-04-09

EQIX EQUINIX INC18 shares0.00%2026-03-312026-04-09

Sponsored

FICO FAIR ISAAC CORP16 shares0.00%2026-03-312026-04-09

ORCL ORACLE CORP115 shares0.00%2026-03-312026-04-09

MEDTRONIC PLC MEDTRONIC PLC194 shares-16.38%2026-03-312026-04-09

NJR NEW JERSEY RES CORP300 shares0.00%2026-03-312026-04-09

SCHC SCHWAB STRATEGIC TR346 shares0.00%2026-03-312026-04-09

SNAP SNAP INC3.5K sharesnew addition2026-03-312026-04-09

KMI KINDER MORGAN INC DEL475 shares0.85%2026-03-312026-04-09

CQQQ INVESCO EXCH TRADED FD TR II341 shares166.41%2026-03-312026-04-09

Sponsored

GBTC GRAYSCALE BITCOIN TRUST ETF292 shares29.78%2026-03-312026-04-09

AMGN AMGEN INC43 shares-30.65%2026-03-312026-04-09

BCC BOISE CASCADE CO DEL200 shares0.00%2026-03-312026-04-09

FV FIRST TR EXCHANGE TRADED FD250 shares0.00%2026-03-312026-04-09

WEC ENERGY GROUP INC WEC ENERGY GROUP INC130 shares0.00%2026-03-312026-04-09

MIDD MIDDLEBY CORP111 shares0.00%2026-03-312026-04-09

CANOPY GROWTH CORPORATION CANOPY GROWTH CORPORATION15.3K shares0.00%2026-03-312026-04-09

MMM 3M CO100 shares0.00%2026-03-312026-04-09

Sponsored

FNDC SCHWAB STRATEGIC TR311 shares0.00%2026-03-312026-04-09

IJH ISHARES TR212 shares0.00%2026-03-312026-04-09

WBS WEBSTER FINL CORP203 shares0.00%2026-03-312026-04-09

LEGR FIRST TR EXCHANGE TRADED FD242 sharesnew addition2026-03-312026-04-09

EBND SPDR SERIES TRUST671 shares0.00%2026-03-312026-04-09

APH AMPHENOL CORP110 shares0.92%2026-03-312026-04-09

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL160 shares0.00%2026-03-312026-04-09

IDRV ISHARES TR350 shares0.00%2026-03-312026-04-09

Sponsored

JCI JOHNSON CONTROLS INTERNATION103 shares-32.68%2026-03-312026-04-09

ASTS AST SPACEMOBILE INC161 shares0.00%2026-03-312026-04-09

XEL XCEL ENERGY INC167 shares1.21%2026-03-312026-04-09

GILD GILEAD SCIENCES INC95 shares1.06%2026-03-312026-04-09

ASML ASML HLDG NV10 shares0.00%2026-03-312026-04-09

UAL UNITED AIRLS HLDGS INC142 shares0.00%2026-03-312026-04-09

IEMG ISHARES INC186 shares0.54%2026-03-312026-04-09

WMB WILLIAMS COS INC177 shares0.57%2026-03-312026-04-09

Sponsored

PULS PGIM ETF TR260 shares0.00%2026-03-312026-04-09

SMFG SUMITOMO MITSUI FIN GRP INC648 shares-53.55%2026-03-312026-04-09

IR INGERSOLL RAND INC155 shares0.00%2026-03-312026-04-09

XLI SELECT SECTOR SPDR TR76 shares0.00%2026-03-312026-04-09

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP35 shares0.00%2026-03-312026-04-09

BAH BOOZ ALLEN HAMILTON HLDG COR156 shares0.65%2026-03-312026-04-09

XYZ BLOCK INC200 shares0.00%2026-03-312026-04-09

ADP AUTOMATIC DATA PROCESSING IN59 shares0.00%2026-03-312026-04-09

Sponsored

PPLT ABRDN PLATINUM ETF TRUST67 shares0.00%2026-03-312026-04-09

VTV VANGUARD INDEX FDS61 shares1.67%2026-03-312026-04-09

SNDL INC SNDL INC9.0K shares0.00%2026-03-312026-04-09

VYM VANGUARD WHITEHALL FDS79 shares0.00%2026-03-312026-04-09

VRE VERIS RESIDENTIAL INC617 shares0.33%2026-03-312026-04-09

VB VANGUARD INDEX FDS44 shares0.00%2026-03-312026-04-09

FVD FIRST TR EXCHANGE-TRADED FD245 shares0.41%2026-03-312026-04-09

PFG PRINCIPAL FINANCIAL GROUP IN125 shares0.81%2026-03-312026-04-09

Sponsored

SAR SARATOGA INVT CORP503 shares0.00%2026-03-312026-04-09

CRM SALESFORCE INC59 shares0.00%2026-03-312026-04-09

MTB M & T BK CORP53 shares0.00%2026-03-312026-04-09

IJR ISHARES TR87 shares-24.35%2026-03-312026-04-09

ASTRAZENECA PLC ASTRAZENECA PLC55 sharesnew addition2026-03-312026-04-09

HPE HEWLETT PACKARD ENTERPRISE C448 shares0.67%2026-03-312026-04-09

MJ AMPLIFY ETF TR460 shares76.92%2026-03-312026-04-09

NTAP NETAPP INC103 shares0.98%2026-03-312026-04-09

Sponsored

MSI MOTOROLA SOLUTIONS INC24 shares0.00%2026-03-312026-04-09

OKE ONEOK INC NEW114 shares1.79%2026-03-312026-04-09

FPWR FIRST TR EXCHANGE-TRADED FD274 sharesnew addition2026-03-312026-04-09

SCHP SCHWAB STRATEGIC TR384 shares0.00%2026-03-312026-04-09

VODAFONE GROUP PLC VODAFONE GROUP PLC673 shares1.36%2026-03-312026-04-09

VV VANGUARD INDEX FDS34 shares0.00%2026-03-312026-04-09

GYLD ARROW ETF TR729 shares1.11%2026-03-312026-04-09

BIP BROOKFIELD INFRASTRUCTURE PA276 shares1.10%2026-03-312026-04-09

Sponsored

PLD PROLOGIS INC.75 shares1.35%2026-03-312026-04-09

VOOG VANGUARD ADMIRAL FDS INC24 sharesnew addition2026-03-312026-04-09

WWD WOODWARD INC27 shares0.00%2026-03-312026-04-09

ET ENERGY TRANSFER L P500 shares0.00%2026-03-312026-04-09

CPRT COPART INC290 shares0.00%2026-03-312026-04-09

WELL WELLTOWER INC49 shares2.08%2026-03-312026-04-09

NUKZ EXCHANGE TRADED CONCEPTS TRU143 sharesnew addition2026-03-312026-04-09

FMB FIRST TR EXCH TRADED FD III185 shares1.09%2026-03-312026-04-09

Sponsored

HIG HARTFORD INSURANCE GROUP INC68 shares0.00%2026-03-312026-04-09

DTCR GLOBAL X FDS381 sharesnew addition2026-03-312026-04-09

ALLE ALLEGION PLC63 shares1.61%2026-03-312026-04-09

UNH UNITEDHEALTH GROUP INC33 shares312.50%2026-03-312026-04-09

FTGC FIRST TR EXCHANGE TRAD FD VI304 sharesnew addition2026-03-312026-04-09

CCL CARNIVAL CORP333 shares0.60%2026-03-312026-04-09

O REALTY INCOME CORP141 shares1.44%2026-03-312026-04-09

HST HOST HOTELS & RESORTS INC449 shares2.05%2026-03-312026-04-09

Sponsored

AROC ARCHROCK INC246 shares0.82%2026-03-312026-04-09

LINDE PLC LINDE PLC17 shares0.00%2026-03-312026-04-09

RBLX ROBLOX CORP148 shares0.00%2026-03-312026-04-09

MCY MERCURY GENL CORP NEW94 shares0.00%2026-03-312026-04-09

MOG.A MOOG INC28 shares0.00%2026-03-312026-04-09

PEGA PEGASYSTEMS INC193 shares-51.75%2026-03-312026-04-09

KR KROGER CO112 shares0.00%2026-03-312026-04-09

CNOB CONNECTONE BANCORP INC303 shares0.00%2026-03-312026-04-09

Sponsored

SLV ISHARES SILVER TR118 shares-55.81%2026-03-312026-04-09

BIDD BLACKROCK ETF TRUST276 shares0.00%2026-03-312026-04-09

CF CF INDUSTRIES HOLD59 shares0.00%2026-03-312026-04-09

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND39 shares2.63%2026-03-312026-04-09

CHDN CHURCHILL DOWNS INC85 shares0.00%2026-03-312026-04-09

EXE EXPAND ENERGY CORPORATION69 shares0.00%2026-03-312026-04-09

BIZD VANECK ETF TRUST589 shares0.00%2026-03-312026-04-09

KBWB INVESCO EXCH TRADED FD TR II95 shares0.00%2026-03-312026-04-09

Sponsored

DEO DIAGEO PLC100 shares0.00%2026-03-312026-04-09

NU NU HLDGS LTD518 shares0.00%2026-03-312026-04-09

LOW LOWES COS INC31 shares0.00%2026-03-312026-04-09

NVO NOVO-NORDISK A S200 sharesnew addition2026-03-312026-04-09

AB ALLIANCEBERNSTEIN HLDG L P190 shares0.00%2026-03-312026-04-09

MCO MOODYS CORP16 shares23.08%2026-03-312026-04-09

KD KYNDRYL HLDGS INC536 shares0.00%2026-03-312026-04-09

SCHH SCHWAB STRATEGIC TR323 shares0.00%2026-03-312026-04-09

Sponsored

GLXY GALAXY DIGITAL INC.374 shares0.00%2026-03-312026-04-09

NOC NORTHROP GRUMMAN CORP10 shares0.00%2026-03-312026-04-09

R RYDER SYS INC33 shares0.00%2026-03-312026-04-09

VWO VANGUARD INTL EQUITY INDEX F126 shares34.04%2026-03-312026-04-09

CBRE CBRE GROUP INC49 shares0.00%2026-03-312026-04-09

LUV SOUTHWEST AIRLS CO176 shares-29.60%2026-03-312026-04-09

HII HUNTINGTON INGALLS INDS INC17 shares0.00%2026-03-312026-04-09

AMT AMERICAN TOWER CORP37 shares0.00%2026-03-312026-04-09

Sponsored

FTEC FIDELITY COVINGTON TRUST31 shares3.33%2026-03-312026-04-09

VNQI VANGUARD INTL EQUITY INDEX F142 shares0.00%2026-03-312026-04-09

SYF SYNCHRONY FINANCIAL92 shares0.00%2026-03-312026-04-09

GATX GATX CORP37 shares2.78%2026-03-312026-04-09

XLU SELECT SECTOR SPDR TR134 shares0.75%2026-03-312026-04-09

HTGC HERCULES CAPITAL INC413 shares0.00%2026-03-312026-04-09

HOG HARLEY DAVIDSON INC301 shares0.33%2026-03-312026-04-09

HAL HALLIBURTON CO156 shares24.80%2026-03-312026-04-09

Sponsored

TDY TELEDYNE TECHNOLOGIES INC10 shares0.00%2026-03-312026-04-09

CLX CLOROX CO DEL58 shares0.00%2026-03-312026-04-09

DHF BNY MELLON HIGH YIELD STRATE2.4K shares1.40%2026-03-312026-04-09

AWK AMERICAN WTR WKS CO INC NEW43 shares0.00%2026-03-312026-04-09

SCYB SCHWAB STRATEGIC TR221 shares0.00%2026-03-312026-04-09

INTU INTUIT13 shares0.00%2026-03-312026-04-09

UNP UNION PAC CORP23 shares0.00%2026-03-312026-04-09

DELL DELL TECHNOLOGIES INC35 shares2.94%2026-03-312026-04-09

Sponsored

COF CAPITAL ONE FINL CORP31 shares-62.20%2026-03-312026-04-09

BALL BALL CORP95 shares1.06%2026-03-312026-04-09

VLTO VERALTO CORP63 shares0.00%2026-03-312026-04-09

RSG REPUBLIC SVCS INC25 shares0.00%2026-03-312026-04-09

MPWR MONOLITHIC PWR SYS INC5 shares0.00%2026-03-312026-04-09

CRWV COREWEAVE INC70 shares0.00%2026-03-312026-04-09

VBF INVESCO BD FD360 shares0.00%2026-03-312026-04-09

ZG ZILLOW GROUP INC130 shares0.00%2026-03-312026-04-09

Sponsored

SNA SNAP ON INC14 shares0.00%2026-03-312026-04-09

RGA REINSURANCE GROUP AMER INC25 shares0.00%2026-03-312026-04-09

FI FISERV INC90 shares0.00%2026-03-312026-04-09

DOCU DOCUSIGN INC105 shares0.00%2026-03-312026-04-09

RJF RAYMOND JAMES FINL INC34 shares0.00%2026-03-312026-04-09

GIC GLOBAL INDUSTRIAL COMPANY157 shares0.00%2026-03-312026-04-09

JQC NUVEEN CR STRATEGIES INCOME1.0K shares0.00%2026-03-312026-04-09

AON PLC AON PLC15 shares0.00%2026-03-312026-04-09

Sponsored

CRUS CIRRUS LOGIC INC33 shares0.00%2026-03-312026-04-09

HCA HCA HEALTHCARE INC10 shares0.00%2026-03-312026-04-09

CRWD CROWDSTRIKE HLDGS INC12 shares0.00%2026-03-312026-04-09

FCFS FIRSTCASH HOLDINGS INC24 shares0.00%2026-03-312026-04-09

VMI VALMONT INDS INC11 shares0.00%2026-03-312026-04-09

TGT TARGET CORP36 shares0.00%2026-03-312026-04-09

IVLU ISHARES TR109 shares0.00%2026-03-312026-04-09

PBT PERMIAN BASIN RTY TR200 shares0.00%2026-03-312026-04-09

Sponsored

IMAY INNOVATOR ETFS TRUST141 shares-53.77%2026-03-312026-04-09

BKNG BOOKING HOLDINGS INC1 shares0.00%2026-03-312026-04-09

TDC TERADATA CORP DEL162 shares0.00%2026-03-312026-04-09

NOCT INNOVATOR ETFS TRUST70 shares0.00%2026-03-312026-04-09

UBER UBER TECHNOLOGIES INC54 shares0.00%2026-03-312026-04-09

ELV ELEVANCE HEALTH INC FORMERLY13 shares0.00%2026-03-312026-04-09

HOLX HOLOGIC INC51 shares0.00%2026-03-312026-04-09

AOS SMITH A O CORP58 shares0.00%2026-03-312026-04-09

Sponsored

DRI DARDEN RESTAURANTS INC19 shares0.00%2026-03-312026-04-09

MS MORGAN STANLEY23 shares0.00%2026-03-312026-04-09

KULR TECHNOLOGY GROUP INC KULR TECHNOLOGY GROUP INC1.6K shares0.00%2026-03-312026-04-09

HLI HOULIHAN LOKEY INC26 shares0.00%2026-03-312026-04-09

ARW ARROW ELECTRS INC26 shares0.00%2026-03-312026-04-09

BDX BECTON DICKINSON & CO24 shares0.00%2026-03-312026-04-09

ROKU ROKU INC39 shares0.00%2026-03-312026-04-09

AKAM AKAMAI TECHNOLOGIES INC32 shares0.00%2026-03-312026-04-09

Sponsored

TECB ISHARES TR66 shares0.00%2026-03-312026-04-09

NKE NIKE INC68 shares6.25%2026-03-312026-04-09

HXL HEXCEL CORP NEW44 shares0.00%2026-03-312026-04-09

PH PARKER-HANNIFIN CORP4 shares0.00%2026-03-312026-04-09

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET117 shares-16.43%2026-03-312026-04-09

TECH BIO-TECHNE CORP67 shares0.00%2026-03-312026-04-09

SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC150 shares0.00%2026-03-312026-04-09

FTV FORTIVE CORP62 shares1.64%2026-03-312026-04-09

Sponsored

PLUG PLUG PWR INC1.5K shares0.00%2026-03-312026-04-09

HYLB DBX ETF TR91 shares0.00%2026-03-312026-04-09

EWBC EAST WEST BANCORP INC31 shares3.33%2026-03-312026-04-09

KKR & CO INC KKR & CO INC35 shares0.00%2026-03-312026-04-09

VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC86 sharesnew addition2026-03-312026-04-09

VOE VANGUARD INDEX FDS17 shares0.00%2026-03-312026-04-09

SNOW SNOWFLAKE INC20 shares0.00%2026-03-312026-04-09

CARR CARRIER GLOBAL CORPORATION53 shares0.00%2026-03-312026-04-09

Sponsored

BOX BOX INC126 shares0.00%2026-03-312026-04-09

DRIV GLOBAL X FDS97 shares0.00%2026-03-312026-04-09

TRV TRAVELERS COMPANIES INC10 shares0.00%2026-03-312026-04-09

DHI D R HORTON INC21 shares0.00%2026-03-312026-04-09

ROK ROCKWELL AUTOMATION INC8 shares0.00%2026-03-312026-04-09

NVT NVENT ELEC PLC24 shares-33.33%2026-03-312026-04-09

SBAC SBA COMMUNICATIONS CORP16 shares0.00%2026-03-312026-04-09

VTRS VIATRIS INC207 shares-12.29%2026-03-312026-04-09

Sponsored

FAST FASTENAL CO60 shares0.00%2026-03-312026-04-09

FNCL FIDELITY COVINGTON TRUST39 shares0.00%2026-03-312026-04-09

IWS ISHARES TR19 shares0.00%2026-03-312026-04-09

WEX WEX INC18 shares0.00%2026-03-312026-04-09

DLX DELUXE CORP MEDIUM TERM NTS100 shares0.00%2026-03-312026-04-09

EMN EASTMAN CHEM CO35 shares-22.22%2026-03-312026-04-09

CBT CABOT CORP36 shares2.86%2026-03-312026-04-09

QIAGEN NV QIAGEN NV67 sharesnew addition2026-03-312026-04-09

Sponsored

TSPA T ROWE PRICE ETF INC65 shares0.00%2026-03-312026-04-09

ON ON SEMICONDUCTOR CORP43 shares0.00%2026-03-312026-04-09

MSTR STRATEGY INC21 shares0.00%2026-03-312026-04-09

LUMN LUMEN TECHNOLOGIES INC375 shares0.00%2026-03-312026-04-09

JAAA

JANUS DETROIT STR TR

3.96%

Shares458.9K

Event2026-03-31

Filed2026-04-09

KJAN

INNOVATOR ETFS TRUST

-0.17%

Shares506.4K

Event2026-03-31

Filed2026-04-09

DGRO

ISHARES TR

1.49%

Shares230.3K

Event2026-03-31

Filed2026-04-09

FSMB

FIRST TR EXCH TRADED FD III

-0.34%

Shares685.3K

Event2026-03-31

Filed2026-04-09

XMAR

FIRST TR EXCHNG TRADED FD VI

-6.89%

Shares293.3K

Event2026-03-31

Filed2026-04-09

LMBS

FIRST TR EXCHANGE-TRADED FD

2.30%

Shares224.9K

Event2026-03-31

Filed2026-04-09

IAPR

INNOVATOR ETFS TRUST

-0.92%

Shares284.5K

Event2026-03-31

Filed2026-04-09

XMLV

INVESCO EXCH TRADED FD TR II

2.30%

Shares130.8K

Event2026-03-31

Filed2026-04-09

IMCG

ISHARES TR

3.76%

Shares101.9K

Event2026-03-31

Filed2026-04-09

FPE

FIRST TR EXCH TRADED FD III

3.11%

Shares406.9K

Event2026-03-31

Filed2026-04-09

IVV

ISHARES TR

0.60%

Shares10.9K

Event2026-03-31

Filed2026-04-09

GSLC

GOLDMAN SACHS ETF TR

-2.09%

Shares52.9K

Event2026-03-31

Filed2026-04-09

AIG

AMERICAN INTL GROUP INC

0.00%

Shares73.0K

Event2026-03-31

Filed2026-04-09

KNG

FIRST TR EXCHANGE-TRADED FD

2.79%

Shares96.3K

Event2026-03-31

Filed2026-04-09

TFLO

ISHARES TR

-20.78%

Shares86.3K

Event2026-03-31

Filed2026-04-09

XOM

EXXON MOBIL CORP

-2.19%

Shares19.0K

Event2026-03-31

Filed2026-04-09

MICRON TECHNOLOGY INC

-0.71%

Shares8.5K

Event2026-03-31

Filed2026-04-09

HEI

HEICO CORP NEW

0.03%

Shares10.0K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

-0.09%

Shares8.1K

Event2026-03-31

Filed2026-04-09

HON

HONEYWELL INTL INC

0.05%

Shares8.1K

Event2026-03-31

Filed2026-04-09

HEI.A

HEICO CORP NEW

0.02%

Shares8.1K

Event2026-03-31

Filed2026-04-09

WDC

WESTERN DIGITAL CORP

0.04%

Shares4.5K

Event2026-03-31

Filed2026-04-09

XLF

SELECT SECTOR SPDR TR

-3.12%

Shares23.5K

Event2026-03-31

Filed2026-04-09

CHUBB LTD SWITZ

-36.10%

Shares3.4K

Event2026-03-31

Filed2026-04-09

MAR

MARRIOTT INTL INC NEW

0.19%

Shares3.2K

Event2026-03-31

Filed2026-04-09

GSHD

GOOSEHEAD INS INC

0.00%

Shares24.5K

Event2026-03-31

Filed2026-04-09

KJUN

INNOVATOR ETFS TRUST

0.00%

Shares36.2K

Event2026-03-31

Filed2026-04-09

SNDK

SANDISK CORP

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-09

TRVI

TREVI THERAPEUTICS INC

0.00%

Shares79.0K

Event2026-03-31

Filed2026-04-09

INVESCO QQQ TR

-0.68%

Shares1.6K

Event2026-03-31

Filed2026-04-09

KAPR

INNOVATOR ETFS TRUST

-0.74%

Shares22.5K

Event2026-03-31

Filed2026-04-09

CVX

CHEVRON CORPORATION

1.52%

Shares3.9K

Event2026-03-31

Filed2026-04-09

AT&T INC

0.49%

Shares26.1K

Event2026-03-31

Filed2026-04-09

NVDA

NVIDIA CORPORATION

8.10%

Shares4.3K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

1.65%

Shares2.0K

Event2026-03-31

Filed2026-04-09

GE AEROSPACE

0.05%

Shares2.2K

Event2026-03-31

Filed2026-04-09

ISEP

INNOVATOR ETFS TRUST

-2.81%

Shares17.9K

Event2026-03-31

Filed2026-04-09

VERIZON COMMUNICATIONS INC

0.58%

Shares11.5K

Event2026-03-31

Filed2026-04-09

DSM

BNY MELLON STRATEGIC MUN BD

1.25%

Shares91.9K

Event2026-03-31

Filed2026-04-09

KAUG

INNOVATOR ETFS TRUST

-0.41%

Shares19.6K

Event2026-03-31

Filed2026-04-09

IJAN

INNOVATOR ETFS TRUST

190.55%

Shares14.0K

Event2026-03-31

Filed2026-04-09

HOME DEPOT INC

0.13%

Shares1.5K

Event2026-03-31

Filed2026-04-09

XDEC

FIRST TR EXCHNG TRADED FD VI

-3.67%

Shares12.3K

Event2026-03-31

Filed2026-04-09

SHEL

SHELL PLC

0.72%

Shares5.3K

Event2026-03-31

Filed2026-04-09

MERCK & CO INC

-1.02%

Shares4.1K

Event2026-03-31

Filed2026-04-09

FRBA

FIRST BK WILLIAMSTOWN NEW JE

0.05%

Shares30.0K

Event2026-03-31

Filed2026-04-09

GEV

GE VERNOVA INC

-10.29%

Shares523

Event2026-03-31

Filed2026-04-09

XOCT

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares11.8K

Event2026-03-31

Filed2026-04-09

GLD

SPDR GOLD TR

-6.03%

Shares1.0K

Event2026-03-31

Filed2026-04-09

IBM

INTERNATIONAL BUSINESS MACHS

-0.85%

Shares1.7K

Event2026-03-31

Filed2026-04-09

IJUL

INNOVATOR ETFS TRUST

-1.48%

Shares11.6K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

6.80%

Shares1.8K

Event2026-03-31

Filed2026-04-09

XJUL

FIRST TR EXCHNG TRADED FD VI

-1.62%

Shares9.5K

Event2026-03-31

Filed2026-04-09

XJUN

FIRST TR EXCHNG TRADED FD VI

-2.29%

Shares8.6K

Event2026-03-31

Filed2026-04-09

KOCT

INNOVATOR ETFS TRUST

0.00%

Shares10.8K

Event2026-03-31

Filed2026-04-09

XJAN

FIRST TR EXCHNG TRADED FD VI

111.60%

Shares9.7K

Event2026-03-31

Filed2026-04-09

XNOV

FIRST TR EXCHNG TRADED FD VI

59.51%

Shares9.1K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

-5.06%

Shares1.2K

Event2026-03-31

Filed2026-04-09

MAA

MID-AMER APT CMNTYS INC

1.15%

Shares2.6K

Event2026-03-31

Filed2026-04-09

BERKSHIRE HATHAWAY INC DEL

1.85%

Shares662

Event2026-03-31

Filed2026-04-09

XSEP

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-09

VLO

VALERO ENERGY CORP

0.24%

Shares1.2K

Event2026-03-31

Filed2026-04-09

IJUN

INNOVATOR ETFS TRUST

0.00%

Shares10.3K

Event2026-03-31

Filed2026-04-09

JPM

JPMORGAN CHASE & CO

-3.73%

Shares1.0K

Event2026-03-31

Filed2026-04-09

COST

COSTCO WHOLESALE CORPORATION

1.72%

Shares296

Event2026-03-31

Filed2026-04-09

LLY

ELI LILLY & CO

0.00%

Shares320

Event2026-03-31

Filed2026-04-09

KJUL

INNOVATOR ETFS TRUST

0.00%

Shares9.1K

Event2026-03-31

Filed2026-04-09

KDEC

INNOVATOR ETFS TRUST

1.27%

Shares11.1K

Event2026-03-31

Filed2026-04-09

COCA COLA CO

-0.44%

Shares3.7K

Event2026-03-31

Filed2026-04-09

IBP

INSTALLED BLDG PRODS INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-09

IDEC

INNOVATOR ETFS TRUST

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-09

XFEB

FIRST TR EXCHNG TRADED FD VI

10.09%

Shares7.7K

Event2026-03-31

Filed2026-04-09

FTSM

FIRST TR EXCHANGE-TRADED FD

-18.14%

Shares4.5K

Event2026-03-31

Filed2026-04-09

SPY

STATE STR SPDR S&P 500 ETF T

24.10%

Shares412

Event2026-03-31

Filed2026-04-09

CSCO

CISCO SYS INC

0.03%

Shares3.4K

Event2026-03-31

Filed2026-04-09

COP

CONOCOPHILLIPS

0.45%

Shares2.0K

Event2026-03-31

Filed2026-04-09

ISTB

ISHARES TR

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-09

MMC

MARSH & MCLENNAN COS INC

0.07%

Shares1.5K

Event2026-03-31

Filed2026-04-09

ABBV

ABBVIE INC

-4.42%

Shares1.1K

Event2026-03-31

Filed2026-04-09

KFEB

INNOVATOR ETFS TRUST

579.88%

Shares7.9K

Event2026-03-31

Filed2026-04-09

VISA INC

3.25%

Shares731

Event2026-03-31

Filed2026-04-09

TSLA

TESLA INC

0.17%

Shares591

Event2026-03-31

Filed2026-04-09

ALTRIA GROUP INC

0.55%

Shares3.3K

Event2026-03-31

Filed2026-04-09

MPC

MARATHON PETE CORP

0.00%

Shares875

Event2026-03-31

Filed2026-04-09

UPS

UNITED PARCEL SVCS INC

0.05%

Shares2.1K

Event2026-03-31

Filed2026-04-09

IJJ

ISHARES TR

0.39%

Shares1.5K

Event2026-03-31

Filed2026-04-09

IOCT

INNOVATOR ETFS TRUST

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-09

IMAR

INNOVATOR ETFS TRUST

31.68%

Shares6.5K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

-12.31%

Shares634

Event2026-03-31

Filed2026-04-09

IAUG

INNOVATOR ETFS TRUST

-0.10%

Shares6.2K

Event2026-03-31

Filed2026-04-09

INTC

INTEL CORP

-20.76%

Shares3.9K

Event2026-03-31

Filed2026-04-09

HWM

HOWMET AEROSPACE INC

0.00%

Shares717

Event2026-03-31

Filed2026-04-09

KMAR

INNOVATOR ETFS TRUST

124.45%

Shares5.6K

Event2026-03-31

Filed2026-04-09

FORD MTR CO

-0.96%

Shares14.2K

Event2026-03-31

Filed2026-04-09

SEAGATE TECHNOLOGY HLDNGS PL

0.00%

Shares406

Event2026-03-31

Filed2026-04-09

EIM

EATON VANCE MUN BD FD

1.56%

Shares15.7K

Event2026-03-31

Filed2026-04-09

SOLSTICE ADVANCED MATLS INC

0.10%

Shares2.0K

Event2026-03-31

Filed2026-04-09

DINO

HF SINCLAIR CORP

-14.49%

Shares2.5K

Event2026-03-31

Filed2026-04-09

FDX

FEDEX CORP

0.00%

Shares425

Event2026-03-31

Filed2026-04-09

CITIGROUP INC

-0.30%

Shares1.3K

Event2026-03-31

Filed2026-04-09

GLW

CORNING INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-09

PSX

PHILLIPS 66

0.51%

Shares789

Event2026-03-31

Filed2026-04-09

XMAY

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-09

SHOP

SHOPIFY INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-09

JPST

J P MORGAN EXCHANGE TRADED F

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-09

IFEB

INNOVATOR ETFS TRUST

New

Shares4.7K

Event2026-03-31

Filed2026-04-09

ARLP

ALLIANCE RESOURCE PARTNERS L

2.35%

Shares4.9K

Event2026-03-31

Filed2026-04-09

PDEC

INNOVATOR ETFS TRUST

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-09

IJK

ISHARES TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-09

PJAN

INNOVATOR ETFS TRUST

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-09

BROADCOM INC

51.08%

Shares420

Event2026-03-31

Filed2026-04-09

SNOV

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-09

INOV

INNOVATOR ETFS TRUST

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-09

JNJ

JOHNSON & JOHNSON

0.39%

Shares509

Event2026-03-31

Filed2026-04-09

BANK NEW YORK MELLON CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-09

XAUG

FIRST TR EXCHNG TRADED FD VI

-0.46%

Shares3.2K

Event2026-03-31

Filed2026-04-09

ADI

ANALOG DEVICES INC

0.27%

Shares375

Event2026-03-31

Filed2026-04-09

TE CONNECTIVITY PLC

-8.37%

Shares569

Event2026-03-31

Filed2026-04-09

WTW

WILLIS TOWERS WATSON PLC LTD

0.00%

Shares400

Event2026-03-31

Filed2026-04-09

SPXX

NUVEEN S&P 500 DYNAMIC OVERW

New

Shares7.0K

Event2026-03-31

Filed2026-04-09

IRDM

IRIDIUM COMMUNICATIONS INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-09

WBD

WARNER BROS DISCOVERY INC

-0.20%

Shares4.0K

Event2026-03-31

Filed2026-04-09

SPG

SIMON PPTY GROUP INC NEW

0.00%

Shares570

Event2026-03-31

Filed2026-04-09

CDW

CDW CORP

0.00%

Shares841

Event2026-03-31

Filed2026-04-09

PJUL

INNOVATOR ETFS TRUST

-0.70%

Shares2.1K

Event2026-03-31

Filed2026-04-09

PFE

PFIZER INC

-7.99%

Shares3.4K

Event2026-03-31

Filed2026-04-09

PROCTER & GAMBLE CO

0.46%

Shares661

Event2026-03-31

Filed2026-04-09

EMB

ISHARES TR

0.00%

Shares981

Event2026-03-31

Filed2026-04-09

URI

UNITED RENTALS INC

0.00%

Shares125

Event2026-03-31

Filed2026-04-09

BOEING CO

0.00%

Shares459

Event2026-03-31

Filed2026-04-09

MASTERCARD INCORPORATED

-9.60%

Shares179

Event2026-03-31

Filed2026-04-09

DUKE ENERGY CORP NEW

0.00%

Shares674

Event2026-03-31

Filed2026-04-09

TRANE TECHNOLOGIES PLC

0.00%

Shares207

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

-25.39%

Shares144

Event2026-03-31

Filed2026-04-09

IWM

ISHARES TR

0.88%

Shares343

Event2026-03-31

Filed2026-04-09

GOLDMAN SACHS GROUP INC

0.00%

Shares99

Event2026-03-31

Filed2026-04-09

CONSOLIDATED EDISON INC

0.68%

Shares739

Event2026-03-31

Filed2026-04-09

PWB

INVESCO EXCHANGE TRADED FD T

0.00%

Shares650

Event2026-03-31

Filed2026-04-09

KSEP

INNOVATOR ETFS TRUST

-1.93%

Shares2.9K

Event2026-03-31

Filed2026-04-09

EXG

EATON VANCE TAX-MANAGED GLOB

2.16%

Shares9.2K

Event2026-03-31

Filed2026-04-09

DIS

DISNEY WALT CO

-20.37%

Shares809

Event2026-03-31

Filed2026-04-09

IEFA

ISHARES TR

0.00%

Shares841

Event2026-03-31

Filed2026-04-09

NFLX

NETFLIX INC.

21.54%

Shares790

Event2026-03-31

Filed2026-04-09

ENGENE HOLDINGS INC

0.00%

Shares11.0K

Event2026-03-31

Filed2026-04-09

SCHR

SCHWAB STRATEGIC TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-09

VRTX

VERTEX PHARMACEUTICALS INC

0.00%

Shares158

Event2026-03-31

Filed2026-04-09

TJX

TJX COS INC NEW

0.00%

Shares437

Event2026-03-31

Filed2026-04-09

SMBS

SCHWAB STRATEGIC TR

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-09

DLR

DIGITAL RLTY TR INC

0.27%

Shares378

Event2026-03-31

Filed2026-04-09

JMBS

JANUS DETROIT STR TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-09

PEP

PEPSICO INC

1.87%

Shares435

Event2026-03-31

Filed2026-04-09

HACK

AMPLIFY ETF TR

0.00%

Shares900

Event2026-03-31

Filed2026-04-09

SCHI

SCHWAB STRATEGIC TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-09

CMCSA

COMCAST CORP NEW

0.31%

Shares2.3K

Event2026-03-31

Filed2026-04-09

ATO

ATMOS ENERGY CORP

0.00%

Shares350

Event2026-03-31

Filed2026-04-09

AXP

AMERICAN EXPRESS CO

0.00%

Shares211

Event2026-03-31

Filed2026-04-09

EMNT

PIMCO ETF TR

9.26%

Shares637

Event2026-03-31

Filed2026-04-09

PFS

PROVIDENT FINL SVCS INC

-13.74%

Shares3.0K

Event2026-03-31

Filed2026-04-09

ICE

INTERCONTINENTAL EXCHANGE IN

0.00%

Shares400

Event2026-03-31

Filed2026-04-09

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-09

ILMN

ILLUMINA INC

0.00%

Shares500

Event2026-03-31

Filed2026-04-09

PEG

PUBLIC SVC ENTERPRISE GROUP

0.13%

Shares751

Event2026-03-31

Filed2026-04-09

HTBK

HERITAGE COMM CORP

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-09

THE CIGNA GROUP

-1.77%

Shares222

Event2026-03-31

Filed2026-04-09

PMAR

INNOVATOR ETFS TRUST

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-09

KHC

KRAFT HEINZ CO

219.75%

Shares2.6K

Event2026-03-31

Filed2026-04-09

MFC

MANULIFE FINL CORP

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-09

VXF

VANGUARD INDEX FDS

0.37%

Shares268

Event2026-03-31

Filed2026-04-09

BLACKSTONE INC

0.63%

Shares479

Event2026-03-31

Filed2026-04-09

PHILIP MORRIS INTL INC

0.00%

Shares327

Event2026-03-31

Filed2026-04-09

IEF

ISHARES TR

0.00%

Shares567

Event2026-03-31

Filed2026-04-09

HUBBELL INC

0.00%

Shares109

Event2026-03-31

Filed2026-04-09

SPIB

SPDR SERIES TRUST

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-09

RIVN

RIVIAN AUTOMOTIVE INC

16.77%

Shares3.5K

Event2026-03-31

Filed2026-04-09

FIW

FIRST TR EXCHANGE-TRADED FD

0.20%

Shares494

Event2026-03-31

Filed2026-04-09

PRU

PRUDENTIAL FINL INC

-8.91%

Shares511

Event2026-03-31

Filed2026-04-09

WRB

BERKLEY W R CORP

0.13%

Shares746

Event2026-03-31

Filed2026-04-09

AIR LEASE CORP

0.00%

Shares750

Event2026-03-31

Filed2026-04-09

VEU

VANGUARD INTL EQUITY INDEX F

0.16%

Shares641

Event2026-03-31

Filed2026-04-09

PFEB

INNOVATOR ETFS TRUST

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-09

PANW

PALO ALTO NETWORKS INC

0.00%

Shares300

Event2026-03-31

Filed2026-04-09