Sponsored
The Analysis of PIN OAK INVESTMENT ADVISORS INC's Holdings & P&L
Currently, PIN OAK INVESTMENT ADVISORS INC holds 503 types of securities in its portfolio with a total value $141.4K. In the most recent quarter, they have increased their positions in LDOS (+9.5K shares, valued at $1.5K), N/A (+5.3K shares, valued at $753.0000000000001), MSFT (+823 shares, valued at $304.6375968992248); decreased their positions in IWF (-1.4K shares, valued at $594.7626441881101), SPY (-594 shares, valued at $387.4938628158844), XOM (-1.3K shares, valued at $223.08473700823552); initiated new positions in N/A (+5.3K shares, valued at $753), LNG (+425 shares, valued at $121), PBR (+2.8K shares, valued at $58).
1M P&L
-692.7K-0.60%
3M P&L
-1.6M-1.37%
HY P&L
+5.4M+4.92%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1Oil & Gas E&P21.0K
17.2%
2N/A17.9K
14.6%
3Oil & Gas Midstream13.2K
10.8%
Top Industries by Stock Count
1N/A137 stocks
30.7%
2Software - Application13 stocks
2.9%
3Oil & Gas Midstream13 stocks
2.9%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
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America Movil Sab F Sponsored ADR America Movil Sab F Sponsored ADR10.8K shares0.00%2026-03-312026-05-15
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Brookfiled Asset Manag F Class A Brookfiled Asset Manag F Class A893 shares0.00%2026-03-312026-05-15
Sponsored
Sponsored
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Teucrium Commodity TR Wheat FD New Teucrium Commodity TR Wheat FD New1.4K shares0.00%2026-03-312026-05-15
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Invesco FTSE Rafi Developed Markets Invesco FTSE Rafi Developed Markets204 shares0.00%2026-03-312026-05-15
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Ste STRT Uts Sel Sec SPDR PR Inc ETF Ste STRT Uts Sel Sec SPDR PR Inc ETF250 shares0.00%2026-03-312026-05-15
Sponsored
Invesco S&P 500 Equal Weight ETF Invesco S&P 500 Equal Weight ETF24 shares-91.24%2026-03-312026-05-15
Sponsored
Sponsored
Invesco FTSE Rafi Emerging Markets ETF Invesco FTSE Rafi Emerging Markets ETF144 shares0.00%2026-03-312026-05-15
Sponsored
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Yieldmax Semiconductor Portfolio Option Income Yieldmax Semiconductor Portfolio Option Income50 sharesnew addition2026-03-312026-05-15
Sponsored
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Sponsored
Sponsored
Tappalpha Innov 100 GR And Da In ETF Tappalpha Innov 100 GR And Da In ETF50 shares0.00%2026-03-312026-05-15
Sponsored
Gamestop Corp New 26 WTS Warrants Exp 10/30/26 Gamestop Corp New 26 WTS Warrants Exp 10/30/261 shares0.00%2026-03-312026-05-15
KRP
-0.47%Kimbell Royalty Partners LP
Shares577.8K
Event2026-03-31
Filed2026-05-15
AAPL
-0.04%Apple Inc
Shares27.6K
Event2026-03-31
Filed2026-05-15
XOM
-3.64%Exxon Mobil Corp
Shares34.8K
Event2026-03-31
Filed2026-05-15
EPD
-4.21%Enterprise Prods Part LP
Shares132.5K
Event2026-03-31
Filed2026-05-15
ET
-0.97%Energy Transfer Partn LP
Shares236.5K
Event2026-03-31
Filed2026-05-15
TXO
1.46%TXO Partners LP
Shares360.5K
Event2026-03-31
Filed2026-05-15
Alphabet Inc. Class A
-0.44%Alphabet Inc. Class A
Shares14.5K
Event2026-03-31
Filed2026-05-15
HHH
-0.60%Howard Hughes Holdings Inc
Shares60.9K
Event2026-03-31
Filed2026-05-15
HON
-0.07%Honeywell Intl Inc
Shares15.0K
Event2026-03-31
Filed2026-05-15
Mach Natural Resource LP
-0.60%Mach Natural Resource LP
Shares240.1K
Event2026-03-31
Filed2026-05-15
NOG
-0.55%Northern Oil And Gas
Shares109.1K
Event2026-03-31
Filed2026-05-15
EOG
-0.80%Eog Resources Inc
Shares21.8K
Event2026-03-31
Filed2026-05-15
NG
5.18%Novagold Res Inc F
Shares326.1K
Event2026-03-31
Filed2026-05-15
CVX
1.99%Chevron Corp
Shares12.3K
Event2026-03-31
Filed2026-05-15
Berkshire Hathaway Class B
-0.71%Berkshire Hathaway Class B
Shares5.2K
Event2026-03-31
Filed2026-05-15
PLTR
-1.75%Palantir Technologies In Class A
Shares16.9K
Event2026-03-31
Filed2026-05-15
GLD
1.15%SPDR Gold Shares ETF
Shares5.7K
Event2026-03-31
Filed2026-05-15
WMT
-0.46%WalMart Inc
Shares16.2K
Event2026-03-31
Filed2026-05-15
MSFT
18.98%Microsoft Corp
Shares5.2K
Event2026-03-31
Filed2026-05-15
Alphabet Inc. Class C
-0.54%Alphabet Inc. Class C
Shares6.6K
Event2026-03-31
Filed2026-05-15
SPY
-17.66%SPDR S&P 500 ETF
Shares2.8K
Event2026-03-31
Filed2026-05-15
GS
0.00%Goldman Sachs Group
Shares2.1K
Event2026-03-31
Filed2026-05-15
JNJ
-0.63%Johnson & Johnson
Shares7.1K
Event2026-03-31
Filed2026-05-15
PAGP
-1.54%Plains GP HLDGS
Shares68.9K
Event2026-03-31
Filed2026-05-15
LDOS
1320.14%Leidos HLDGS Inc
Shares10.2K
Event2026-03-31
Filed2026-05-15
NVDA
1.48%Nvidia Corp
Shares8.8K
Event2026-03-31
Filed2026-05-15
TSM
-6.30%Taiwan Semiconductr F Sponsored ADR
Shares4.5K
Event2026-03-31
Filed2026-05-15
AEM
20.77%Agnico Eagle Mines F
Shares7.2K
Event2026-03-31
Filed2026-05-15
TXN
-0.55%Texas Instruments
Shares6.3K
Event2026-03-31
Filed2026-05-15
BAC
0.00%Bank Of America Corp
Shares24.7K
Event2026-03-31
Filed2026-05-15
SHEL
-1.44%Shell PLC F Unsponsored ADR
Shares12.7K
Event2026-03-31
Filed2026-05-15
HAL
0.00%Halliburton Co HLDG
Shares24.7K
Event2026-03-31
Filed2026-05-15
IWF
-38.23%iShares Russell 1000 Growth ETF
Shares2.3K
Event2026-03-31
Filed2026-05-15
AMZN
-5.14%Amazon.Com Inc Forward Split
Shares4.4K
Event2026-03-31
Filed2026-05-15
MANH
-0.84%Manhattan Associates Inc
Shares6.9K
Event2026-03-31
Filed2026-05-15
WFC
-0.13%Wells Fargo & Co
Shares11.3K
Event2026-03-31
Filed2026-05-15
HIO
-0.53%Westrn Asst High Incm Op
Shares233.1K
Event2026-03-31
Filed2026-05-15
JPM
-7.40%JPMorgan Chase & Co
Shares2.8K
Event2026-03-31
Filed2026-05-15
STRV
-14.73%Strive 500 ETF
Shares19.1K
Event2026-03-31
Filed2026-05-15
ADI
0.00%Analog Devices Inc
Shares2.5K
Event2026-03-31
Filed2026-05-15
Blackstone Inc
6.29%Blackstone Inc
Shares6.6K
Event2026-03-31
Filed2026-05-15
Smith Intl Inc
NewSmith Intl Inc
Shares5.3K
Event2026-03-31
Filed2026-05-15
KMI
56.37%Kinder Morgan Inc
Shares21.6K
Event2026-03-31
Filed2026-05-15
BRK.A
0.00%Berkshire Hathaway Inc Class A
Shares1
Event2026-03-31
Filed2026-05-15
Invsc QQQ Trust SRS 1 ETF
-12.20%Invsc QQQ Trust SRS 1 ETF
Shares1.2K
Event2026-03-31
Filed2026-05-15
PFE
-1.25%Pfizer Inc
Shares24.2K
Event2026-03-31
Filed2026-05-15
COP
0.00%Conocophillips
Shares5.0K
Event2026-03-31
Filed2026-05-15
ABBV
0.00%Abbvie Inc
Shares2.8K
Event2026-03-31
Filed2026-05-15
INTC
0.00%Intel Corp
Shares13.9K
Event2026-03-31
Filed2026-05-15
CSCO
0.00%Cisco Systems Inc
Shares7.6K
Event2026-03-31
Filed2026-05-15
PAA
-3.65%Plains All American P LP
Shares26.4K
Event2026-03-31
Filed2026-05-15
EVV
-1.79%Eaton Vance Limited Dura
Shares62.2K
Event2026-03-31
Filed2026-05-15
PPT
-0.82%Putnam Premier Income CF
Shares162.5K
Event2026-03-31
Filed2026-05-15
Siriusxm HLDGS Inc
-1.07%Siriusxm HLDGS Inc
Shares24.8K
Event2026-03-31
Filed2026-05-15
HOOD
-2.35%Robinhood MKTS Inc Class Class A
Shares8.1K
Event2026-03-31
Filed2026-05-15
LOW
-1.39%Lowes Companies Inc
Shares2.3K
Event2026-03-31
Filed2026-05-15
PPLT
0.00%Abrdn Physical Platinum Shares ETF
Shares3.0K
Event2026-03-31
Filed2026-05-15
SLV
0.00%iShares Silver Trust ETF
Shares7.4K
Event2026-03-31
Filed2026-05-15
BTZ
-0.90%BlackRock Credit Allocat
Shares49.7K
Event2026-03-31
Filed2026-05-15
AR
0.00%Antero Resources Cor
Shares11.7K
Event2026-03-31
Filed2026-05-15
GT
-0.80%Goodyear Tire Rubber
Shares74.5K
Event2026-03-31
Filed2026-05-15
RTX
0.00%Raytheon Technologies Co
Shares2.5K
Event2026-03-31
Filed2026-05-15
DSL
0.00%Doubleline Income Soluti
Shares44.2K
Event2026-03-31
Filed2026-05-15
MPC
0.00%Marathon Pete Corp
Shares1.8K
Event2026-03-31
Filed2026-05-15
Broadcom Inc
15.06%Broadcom Inc
Shares1.4K
Event2026-03-31
Filed2026-05-15
ACP
0.00%Aberdeen Income Credit Strategies Fund
Shares85.0K
Event2026-03-31
Filed2026-05-15
GEV
0.00%GE Vernova Inc
Shares483
Event2026-03-31
Filed2026-05-15
TRV
-20.06%Travelers
Shares1.4K
Event2026-03-31
Filed2026-05-15
Merck & Co. Inc.
-8.59%Merck & Co. Inc.
Shares3.3K
Event2026-03-31
Filed2026-05-15
VLO
0.00%Valero Energy Corp
Shares1.6K
Event2026-03-31
Filed2026-05-15
META
8.00%Meta Platforms Inc Class A
Shares675
Event2026-03-31
Filed2026-05-15
LMT
0.00%Lockheed Martin Corp
Shares601
Event2026-03-31
Filed2026-05-15
VEA
-1.89%Vanguard FTSE Developed Markets ETF
Shares5.5K
Event2026-03-31
Filed2026-05-15
BA
0.00%Boeing Co
Shares1.7K
Event2026-03-31
Filed2026-05-15
General Electric Co
0.00%General Electric Co
Shares1.2K
Event2026-03-31
Filed2026-05-15
TSLA
1.87%Tesla Motors
Shares924
Event2026-03-31
Filed2026-05-15
Liberty Live HLDGS Inc
-13.67%Liberty Live HLDGS Inc
Shares3.5K
Event2026-03-31
Filed2026-05-15
AMP
0.00%Ameriprise Finl
Shares746
Event2026-03-31
Filed2026-05-15
WMB
898.88%Williams Cos Inc
Shares4.4K
Event2026-03-31
Filed2026-05-15
iShares Gold ETF
0.00%iShares Gold ETF
Shares3.6K
Event2026-03-31
Filed2026-05-15
OXY
0.00%Occidental Petrol Co
Shares4.7K
Event2026-03-31
Filed2026-05-15
BlackRock Inc New
0.00%BlackRock Inc New
Shares315
Event2026-03-31
Filed2026-05-15
T
0.00%A T & T Inc
Shares10.0K
Event2026-03-31
Filed2026-05-15
General Dynamics Co
0.00%General Dynamics Co
Shares830
Event2026-03-31
Filed2026-05-15
CIF
0.00%MFS Intermediate High Income Fund
Shares171.4K
Event2026-03-31
Filed2026-05-15
America Movil Sab F Sponsored ADR
0.00%America Movil Sab F Sponsored ADR
Shares10.8K
Event2026-03-31
Filed2026-05-15
GBIL
0.00%Goldman Sachs Access Treasury 0-1 YR ETF
Shares2.8K
Event2026-03-31
Filed2026-05-15
ORCL
0.05%Oracle Corp
Shares1.9K
Event2026-03-31
Filed2026-05-15
Solstice Advanced Matls
-0.19%Solstice Advanced Matls
Shares3.6K
Event2026-03-31
Filed2026-05-15
BP
0.00%BP PLC F Sponsored ADR
Shares5.7K
Event2026-03-31
Filed2026-05-15
KYN
-4.98%Kayne Anderson Energy In
Shares17.9K
Event2026-03-31
Filed2026-05-15
DE
0.00%Deere & Co
Shares450
Event2026-03-31
Filed2026-05-15
Liberty Live HLDGS Inc
-1.49%Liberty Live HLDGS Inc
Shares2.8K
Event2026-03-31
Filed2026-05-15
XLK
-5.07%Technology Select Sector SPDR ETF
Shares1.9K
Event2026-03-31
Filed2026-05-15
NOC
0.00%Northrop Grumman
Shares352
Event2026-03-31
Filed2026-05-15
CAT
0.00%Caterpillar
Shares332
Event2026-03-31
Filed2026-05-15
KO
0.00%The Coca-Cola Co
Shares3.0K
Event2026-03-31
Filed2026-05-15
DIS
0.00%Walt Disney Co
Shares2.3K
Event2026-03-31
Filed2026-05-15
PEP
0.00%Pepsico Inc
Shares1.4K
Event2026-03-31
Filed2026-05-15
ABT
0.00%Abbott Laboratories
Shares2.1K
Event2026-03-31
Filed2026-05-15
HD
0.00%Home Depot Inc
Shares661
Event2026-03-31
Filed2026-05-15
SCHX
0.00%Schwab US Large Cap ETF
Shares8.5K
Event2026-03-31
Filed2026-05-15
BN
0.00%Brookfield Corp F Class A
Shares5.3K
Event2026-03-31
Filed2026-05-15
Vanguard S&P 500 ETF
9.40%Vanguard S&P 500 ETF
Shares349
Event2026-03-31
Filed2026-05-15
V
-0.15%Visa Inc Class A
Shares663
Event2026-03-31
Filed2026-05-15
PG
0.00%Procter & Gamble
Shares1.4K
Event2026-03-31
Filed2026-05-15
PM
-0.26%Philip Morris Intl
Shares1.2K
Event2026-03-31
Filed2026-05-15
NSC
0.00%Norfolk Southern Co
Shares657
Event2026-03-31
Filed2026-05-15
VWO
0.00%Vanguard FTSE Emerging Markets ETF
Shares3.5K
Event2026-03-31
Filed2026-05-15
DVN
0.00%Devon Energy Corp
Shares3.7K
Event2026-03-31
Filed2026-05-15
FTF
0.00%Franklin LTD Dur Income
Shares31.0K
Event2026-03-31
Filed2026-05-15
XLU
0.00%Select Sector Uti Select SPDR ETF
Shares3.9K
Event2026-03-31
Filed2026-05-15
XLE
0.00%Energy Select Sector SPDR ETF
Shares2.9K
Event2026-03-31
Filed2026-05-15
IVV
0.00%iShares Core S&P 500 ETF
Shares262
Event2026-03-31
Filed2026-05-15
SPYV
0.00%SPDR S&P 500 Value ETF
Shares3.0K
Event2026-03-31
Filed2026-05-15
IBB
0.00%iShares Nasdaq Biotechnology
Shares978
Event2026-03-31
Filed2026-05-15
MAGS
0.00%Listed FNDS Rondhl MGNFCNT ETF
Shares2.9K
Event2026-03-31
Filed2026-05-15
UNP
0.00%Union Pacific Corp
Shares675
Event2026-03-31
Filed2026-05-15
XHB
0.00%SPDR S&P Homebuilders ETF
Shares1.6K
Event2026-03-31
Filed2026-05-15
IWB
0.00%iShares Russell 1000 ETF
Shares445
Event2026-03-31
Filed2026-05-15
MA
-0.32%Mastercard Inc Class A
Shares316
Event2026-03-31
Filed2026-05-15
CEG
0.00%Constellation Energy Cor
Shares564
Event2026-03-31
Filed2026-05-15
CPT
-53.48%Camden Property TR REIT
Shares1.5K
Event2026-03-31
Filed2026-05-15
BIIB
0.00%Biogen Inc
Shares820
Event2026-03-31
Filed2026-05-15
SHW
0.00%Sherwin Williams Co
Shares466
Event2026-03-31
Filed2026-05-15
MO
0.00%Altria Group Inc
Shares2.2K
Event2026-03-31
Filed2026-05-15
LLY
0.00%Eli Lilly & Co
Shares160
Event2026-03-31
Filed2026-05-15
AFG
0.00%Amern Finl GP
Shares1.1K
Event2026-03-31
Filed2026-05-15
VUG
0.00%Vanguard Growth ETF
Shares303
Event2026-03-31
Filed2026-05-15
FLR
0.00%Fluor Corp
Shares2.8K
Event2026-03-31
Filed2026-05-15
PWR
-14.39%Quanta Services Inc
Shares238
Event2026-03-31
Filed2026-05-15
VFLO
0.00%Victoryshares Free Cash Flow ETF
Shares3.3K
Event2026-03-31
Filed2026-05-15
SRE
0.00%Sempra
Shares1.3K
Event2026-03-31
Filed2026-05-15
EEM
0.00%iShares MSCI Emerging Markets ETF
Shares2.2K
Event2026-03-31
Filed2026-05-15
LNG
NewCheniere Energy Inc
Shares425
Event2026-03-31
Filed2026-05-15
TDOC
0.00%Teladoc Inc
Shares21.9K
Event2026-03-31
Filed2026-05-15
OWL
128.40%Blue Owl Cap Inc Class A
Shares13.0K
Event2026-03-31
Filed2026-05-15
IBM
11.49%IBM Corp
Shares485
Event2026-03-31
Filed2026-05-15
VTV
0.00%Vanguard Value ETF
Shares585
Event2026-03-31
Filed2026-05-15
NRG
0.00%NRG Energy Inc
Shares782
Event2026-03-31
Filed2026-05-15
VTI
-57.57%Vanguard Total Stock Market ETF
Shares339
Event2026-03-31
Filed2026-05-15
PH
-16.78%Parker-Hannifin Corp
Shares119
Event2026-03-31
Filed2026-05-15
AMD
0.00%Advanced Micro Devic
Shares519
Event2026-03-31
Filed2026-05-15
RIO
0.00%Rio Tinto PLC F Sponsored ADR
Shares1.1K
Event2026-03-31
Filed2026-05-15
DNP
0.00%DNP Select Income CF
Shares9.8K
Event2026-03-31
Filed2026-05-15
COST
0.00%Costco Wholesale Co
Shares100
Event2026-03-31
Filed2026-05-15
NOW
18.40%Service Now Inc
Shares959
Event2026-03-31
Filed2026-05-15
VZ
0.00%Verizon Communicatn
Shares2.0K
Event2026-03-31
Filed2026-05-15
AMGN
-5.46%Amgen Inc.
Shares277
Event2026-03-31
Filed2026-05-15
IWD
-39.71%iShares Russell 1000 Value ETF
Shares454
Event2026-03-31
Filed2026-05-15
OGE
0.00%Oge Energy Corp
Shares2.0K
Event2026-03-31
Filed2026-05-15
SBUX
-0.46%Starbucks Corp
Shares1.1K
Event2026-03-31
Filed2026-05-15
SHOP
20.69%Shopify Inc F Class A
Shares799
Event2026-03-31
Filed2026-05-15
ICE
0.00%Intercontinental Exchange Inc
Shares600
Event2026-03-31
Filed2026-05-15
Six Flags Entmt Corp
0.00%Six Flags Entmt Corp
Shares5.3K
Event2026-03-31
Filed2026-05-15
AMT
0.00%American Tower Corp
Shares537
Event2026-03-31
Filed2026-05-15
APD
0.00%Air PDTS & Chemicals
Shares309
Event2026-03-31
Filed2026-05-15
BBVA
0.00%Banco Bilbao Vizcaya A F Sponsored ADR
Shares4.2K
Event2026-03-31
Filed2026-05-15
SCHI
0.00%Schwab 5 10 Year Corp Bond ETF
Shares4.0K
Event2026-03-31
Filed2026-05-15
EXC
0.00%Exelon Corp
Shares1.7K
Event2026-03-31
Filed2026-05-15
IJR
-27.41%iShares Core S&P Small Cap ETF
Shares662
Event2026-03-31
Filed2026-05-15
MU
0.00%Micron Technology
Shares242
Event2026-03-31
Filed2026-05-15
PSX
0.00%Phillips 66
Shares450
Event2026-03-31
Filed2026-05-15
FNDX
0.00%Schwab Fundamental US Large Company ETF
Shares2.9K
Event2026-03-31
Filed2026-05-15
IVW
0.00%iShares S&P 500 Growth ETF
Shares704
Event2026-03-31
Filed2026-05-15
JEPQ
0.00%J P Morgan Nasdaq EQT PRM Inc ETF IV
Shares1.4K
Event2026-03-31
Filed2026-05-15
VIG
0.00%Vanguard Dividend Appreciation ETF
Shares369
Event2026-03-31
Filed2026-05-15
WM
0.00%Waste Management Inc
Shares345
Event2026-03-31
Filed2026-05-15
FS Specialty Lending
0.00%FS Specialty Lending
Shares6.1K
Event2026-03-31
Filed2026-05-15
Amerisourcebergen Corp
0.00%Amerisourcebergen Corp
Shares240
Event2026-03-31
Filed2026-05-15
ETR
0.00%Entergy Corp
Shares668
Event2026-03-31
Filed2026-05-15
TRGP
0.00%Targa Resources Corp
Shares299
Event2026-03-31
Filed2026-05-15
Crown Castle Intl Co REIT
-35.38%Crown Castle Intl Co REIT
Shares895
Event2026-03-31
Filed2026-05-15
EWJ
0.00%iShares MSCI Japan ETF
Shares869
Event2026-03-31
Filed2026-05-15
QCOM
-0.35%Qualcomm Inc
Shares566
Event2026-03-31
Filed2026-05-15
VOOV
0.00%Vanguard S&P 500 Value ETF
Shares351
Event2026-03-31
Filed2026-05-15
MCD
0.00%McDonalds Corp
Shares227
Event2026-03-31
Filed2026-05-15
NVS
0.00%Novartis AG F Sponsored ADR
Shares462
Event2026-03-31
Filed2026-05-15
SPHD
0.00%Invesco S&P 500 High Dividend Low Volatility
Shares1.4K
Event2026-03-31
Filed2026-05-15
MSTR
-54.53%Microstrategy Inc Class A
Shares547
Event2026-03-31
Filed2026-05-15
UNH
0.00%UnitedHealth Group
Shares252
Event2026-03-31
Filed2026-05-15
CSGP
61.86%Costar Group Inc
Shares1.7K
Event2026-03-31
Filed2026-05-15
ZTS
-0.88%Zoetis Inc Class A
Shares566
Event2026-03-31
Filed2026-05-15
MUFG
0.00%Mitsubishi U F J Finan F Sponsored ADR
Shares3.9K
Event2026-03-31
Filed2026-05-15
MSCI
-0.83%MSCI Inc
Shares120
Event2026-03-31
Filed2026-05-15
SYK
0.00%Stryker Corp
Shares198
Event2026-03-31
Filed2026-05-15
FCX
0.00%Freeprt Mcmorn CL B
Shares1.1K
Event2026-03-31
Filed2026-05-15
ADM
0.00%Archer Daniels-Midland
Shares863
Event2026-03-31
Filed2026-05-15
SCHR
0.00%Schwab Intermediate-Term US TRS ETF
Shares2.5K
Event2026-03-31
Filed2026-05-15
HP Inc.
0.00%HP Inc.
Shares3.2K
Event2026-03-31
Filed2026-05-15
NTNL Grid PLC F Sponsored ADR
0.00%NTNL Grid PLC F Sponsored ADR
Shares729
Event2026-03-31
Filed2026-05-15
SNPS
-0.64%Synopsys Inc
Shares156
Event2026-03-31
Filed2026-05-15
Duke Power Co NC
11.99%Duke Power Co NC
Shares467
Event2026-03-31
Filed2026-05-15
SCHD
0.84%Schwab US Dividend Equity ETF
Shares1.9K
Event2026-03-31
Filed2026-05-15
PBR
NewPetroleo Brasileiro (PBR)
Shares2.8K
Event2026-03-31
Filed2026-05-15
Barrick MNG Corp F
0.00%Barrick MNG Corp F
Shares1.4K
Event2026-03-31
Filed2026-05-15
IEFA
0.00%iShares Core MSCI EAFE ETF
Shares615
Event2026-03-31
Filed2026-05-15
EFA
0.00%iShares MSCI EAFE ETF
Shares575
Event2026-03-31
Filed2026-05-15
VNQ
0.00%Vanguard Real Estate ETF
Shares636
Event2026-03-31
Filed2026-05-15
IJH
0.00%iShares Core S&P Mid Cap
Shares809
Event2026-03-31
Filed2026-05-15
TNGY
0.00%Tortoise Energy FD ETF
Shares5.1K
Event2026-03-31
Filed2026-05-15
GM
0.00%General Motors Co
Shares716
Event2026-03-31
Filed2026-05-15
FNDE
0.00%Schwab Fundamental Emerg MKTS LG Co ETF
Shares1.4K
Event2026-03-31
Filed2026-05-15
UBER
0.27%Uber Technologies Inc
Shares738
Event2026-03-31
Filed2026-05-15
Aon PLC F Class A
0.00%Aon PLC F Class A
Shares160
Event2026-03-31
Filed2026-05-15
IDXX
0.00%Idexx Laboratories Inc
Shares92
Event2026-03-31
Filed2026-05-15
SONY
-1.62%Sony Group Corp F Sponsored ADR
Shares2.5K
Event2026-03-31
Filed2026-05-15
FNDA
0.00%Schwab Fundamental US Small Company ETF
Shares1.6K
Event2026-03-31
Filed2026-05-15
MMM
0.00%3M Co
Shares337
Event2026-03-31
Filed2026-05-15
Accenture PLC F Class A
-22.64%Accenture PLC F Class A
Shares246
Event2026-03-31
Filed2026-05-15
MLM
-3.45%Martin Marietta Material
Shares84
Event2026-03-31
Filed2026-05-15
TGT
0.00%Target Corp
Shares401
Event2026-03-31
Filed2026-05-15
TFC
0.00%Truist Finl Corp
Shares1.1K
Event2026-03-31
Filed2026-05-15
CTVA
-12.96%Corteva Inc
Shares571
Event2026-03-31
Filed2026-05-15
EMB
0.00%Emerging MKT Bond Fund
Shares506
Event2026-03-31
Filed2026-05-15
PNC
0.00%PNC Finl Services
Shares232
Event2026-03-31
Filed2026-05-15
GRMN
5.70%Garmin LTD F
Shares204
Event2026-03-31
Filed2026-05-15
DVY
0.00%iShares Select Dividend ETF
Shares311
Event2026-03-31
Filed2026-05-15
ALM
161.05%Almonty Inds Inc F
Shares3.2K
Event2026-03-31
Filed2026-05-15
ASML
0.00%Asml Holding NV
Shares35
Event2026-03-31
Filed2026-05-15
VTEB
0.00%Vanguard Muni BND Tax Exempt ETF
Shares900
Event2026-03-31
Filed2026-05-15
MUSA
0.00%Murphy USA Inc
Shares90
Event2026-03-31
Filed2026-05-15
CNP
0.00%Centerpoint Energy Inc
Shares1.0K
Event2026-03-31
Filed2026-05-15
NFLX
0.00%Netflix Inc
Shares450
Event2026-03-31
Filed2026-05-15
TYL
0.00%Tyler Technologies
Shares125
Event2026-03-31
Filed2026-05-15
IXC
0.00%iShares Global Energy ETF
Shares730
Event2026-03-31
Filed2026-05-15
OEF
0.00%iShares S&P 100 ETF
Shares133
Event2026-03-31
Filed2026-05-15
VB
0.00%Vanguard Small Cap ETF
Shares160
Event2026-03-31
Filed2026-05-15
ISRG
-42.86%Intuitive Surgical
Shares88
Event2026-03-31
Filed2026-05-15
WPC
0.00%W.P. Carey Inc. REIT
Shares600
Event2026-03-31
Filed2026-05-15
AEP
-25.43%Amer Electric PWR Co
Shares302
Event2026-03-31
Filed2026-05-15
Brookfiled Asset Manag F Class A
0.00%Brookfiled Asset Manag F Class A
Shares893
Event2026-03-31
Filed2026-05-15
COF
0.00%Capital One FC
Shares218
Event2026-03-31
Filed2026-05-15
ABNB
0.00%Airbnb Inc Class A
Shares308
Event2026-03-31
Filed2026-05-15
DPST
0.00%Direxion Daily Reg BKS Bull 3X Shares
Shares399
Event2026-03-31
Filed2026-05-15
RDVY
0.00%FT Rising Dividend Achievers ETF
Shares567
Event2026-03-31
Filed2026-05-15
VO
0.00%Vanguard Mid Cap ETF
Shares133
Event2026-03-31
Filed2026-05-15
CHD
0.00%Church & Dwight Co
Shares400
Event2026-03-31
Filed2026-05-15
Medtronic PLC F
-7.50%Medtronic PLC F
Shares407
Event2026-03-31
Filed2026-05-15
MSI
412.50%Movie Star Inc
Shares82
Event2026-03-31
Filed2026-05-15
ARLP
0.00%Alliance Resource Par LP
Shares1.3K
Event2026-03-31
Filed2026-05-15
Lam Resh Corp
NewLam Resh Corp
Shares162
Event2026-03-31
Filed2026-05-15
SCHE
0.00%Schwab Emerging Markets Equity ETF
Shares1.1K
Event2026-03-31
Filed2026-05-15
Totalenergies F
0.00%Totalenergies F
Shares378
Event2026-03-31
Filed2026-05-15
IAG
0.00%IAMGOLD Corp F
Shares1.8K
Event2026-03-31
Filed2026-05-15
SMFG
0.00%Sumitomo Mitsui Finl G F Unsponsored ADR
Shares1.7K
Event2026-03-31
Filed2026-05-15
Te Connectivity PLC F
0.00%Te Connectivity PLC F
Shares162
Event2026-03-31
Filed2026-05-15
IWP
-62.08%iShares Russell Mid Cap Growth ETF
Shares259
Event2026-03-31
Filed2026-05-15
MCHP
-2.89%Microchip Technology
Shares504
Event2026-03-31
Filed2026-05-15
Teucrium Commodity TR Wheat FD New
0.00%Teucrium Commodity TR Wheat FD New
Shares1.4K
Event2026-03-31
Filed2026-05-15
ECL
0.00%Ecolab Inc
Shares116
Event2026-03-31
Filed2026-05-15
JEPI
0.74%JPMorgan Equity Premium Income ETF
Shares544
Event2026-03-31
Filed2026-05-15
MKL
0.00%Markel Corp
Shares16
Event2026-03-31
Filed2026-05-15
PR
0.00%Permian Resources Corp Class A
Shares1.5K
Event2026-03-31
Filed2026-05-15
RF
0.00%Regions Financial
Shares1.2K
Event2026-03-31
Filed2026-05-15
USB
0.00%US Bancorp (usb)
Shares596
Event2026-03-31
Filed2026-05-15
Applera Appld Biosys
0.00%Applera Appld Biosys
Shares1.2K
Event2026-03-31
Filed2026-05-15
EMLP
0.00%First Trust North American Energ ETF
Shares690
Event2026-03-31
Filed2026-05-15
NBR
NewNabors Industries LTD F
Shares350
Event2026-03-31
Filed2026-05-15
TDY
-7.55%Teledyne Technologie
Shares49
Event2026-03-31
Filed2026-05-15
FMX
0.00%Fomento Economico Mexi F Sponsored ADR
Shares259
Event2026-03-31
Filed2026-05-15
F
0.00%Ford Motor Co
Shares2.5K
Event2026-03-31
Filed2026-05-15
SCHF
0.00%Schwab International Equity
Shares1.2K
Event2026-03-31
Filed2026-05-15
SO
0.00%Southern Company (so)
Shares300
Event2026-03-31
Filed2026-05-15
ATO
-29.05%Atmos Energy Corp
Shares149
Event2026-03-31
Filed2026-05-15
RCL
0.00%Royal Caribbean Group F
Shares100
Event2026-03-31
Filed2026-05-15
RYAAY
0.00%Ryanair HLDGS PLC F Sponsored ADR
Shares484
Event2026-03-31
Filed2026-05-15
XLV
0.00%Select Sector Health Care SPDR ETF
Shares193
Event2026-03-31
Filed2026-05-15
XEL
0.00%Xcel Energy Inc
Shares353
Event2026-03-31
Filed2026-05-15
DMLP
0.00%Dorchester Minerals L LP
Shares1.0K
Event2026-03-31
Filed2026-05-15
QQQI
0.00%Neos Nasdaq 100 High Income ETF
Shares553
Event2026-03-31
Filed2026-05-15
OKE
0.00%Oneok Inc
Shares300
Event2026-03-31
Filed2026-05-15
SPHQ
0.00%Invesco S&P 500 Quality ETF
Shares350
Event2026-03-31
Filed2026-05-15
PPG
0.00%PPG Industries
Shares243
Event2026-03-31
Filed2026-05-15
ZIM
0.00%Zim Integrated Shipping
Shares1.0K
Event2026-03-31
Filed2026-05-15
AIG
0.00%American Intl Group
Shares336
Event2026-03-31
Filed2026-05-15
AWK
0.00%American Water Works
Shares185
Event2026-03-31
Filed2026-05-15
CSX
0.00%CSX Corp
Shares600
Event2026-03-31
Filed2026-05-15
NPO
0.00%Enpro Industries Inc
Shares100
Event2026-03-31
Filed2026-05-15
NEE
57.80%Nextera Energy Inc
Shares273
Event2026-03-31
Filed2026-05-15
XOP
0.00%SPDR S&P Oil & Gas Expl & Prod ETF
Shares135
Event2026-03-31
Filed2026-05-15
DWSN
559.70%Dawson Geophysical Co Ne
Shares7.1K
Event2026-03-31
Filed2026-05-15
HLN
0.00%Haleon PLC F Sponsored ADR
Shares2.4K
Event2026-03-31
Filed2026-05-15
MFC
0.00%Manulife Finl F
Shares686
Event2026-03-31
Filed2026-05-15
VFH
0.00%Vanguard Financials ETF
Shares200
Event2026-03-31
Filed2026-05-15
ALC
-38.19%Alcon Inc F
Shares301
Event2026-03-31
Filed2026-05-15
HDB
0.00%HDFC BK LTD F Sponsored ADR
Shares932
Event2026-03-31
Filed2026-05-15
RPM
0.00%RPM Interntnl
Shares227
Event2026-03-31
Filed2026-05-15
VOT
0.00%Vanguard Midcap Growth ETF
Shares88
Event2026-03-31
Filed2026-05-15
Citigroup Inc
0.00%Citigroup Inc
Shares192
Event2026-03-31
Filed2026-05-15
CMCSA
-4.02%Comcast Corp Class A
Shares764
Event2026-03-31
Filed2026-05-15
EQIX
0.00%Equinix, Inc.
Shares22
Event2026-03-31
Filed2026-05-15
AJG
0.00%Gallagher Arthur J & Co
Shares103
Event2026-03-31
Filed2026-05-15
GPIQ
0.00%Goldman Sachs Nasdaq 100 Cre ETF IV
Shares445
Event2026-03-31
Filed2026-05-15
TAN
0.00%Invesco Solar
Shares398
Event2026-03-31
Filed2026-05-15
ITA
NewiShares U.S. Aerospace & Defense ETF
Shares100
Event2026-03-31
Filed2026-05-15
LEN
0.00%Lennar Corp Class A
Shares258
Event2026-03-31
Filed2026-05-15
QDVO
0.00%Amplify CWP Growth And Incm ETF
Shares792
Event2026-03-31
Filed2026-05-15
SCHW
0.00%Charles Schwab & Co
Shares224
Event2026-03-31
Filed2026-05-15
BAP
0.00%Credicorp LTD F
Shares63
Event2026-03-31
Filed2026-05-15
CFR
0.00%Cullen Frost Bankers
Shares151
Event2026-03-31
Filed2026-05-15
DHR
0.00%Danaher Corp
Shares110
Event2026-03-31
Filed2026-05-15
ENB
0.00%Enbridge Inc F
Shares384
Event2026-03-31
Filed2026-05-15
GLPI
0.00%Gaming & Leisure PPT REIT
Shares465
Event2026-03-31
Filed2026-05-15
NKE
0.00%Nike Inc Class B
Shares386
Event2026-03-31
Filed2026-05-15
OSK
-7.24%Oshkosh Truck Corp
Shares141
Event2026-03-31
Filed2026-05-15
PANW
0.00%Palo Alto Networks
Shares131
Event2026-03-31
Filed2026-05-15
Astrazeneca PLC F
NewAstrazeneca PLC F
Shares103
Event2026-03-31
Filed2026-05-15
MKC
NewMcCormick & Co Inc Non-Voting
Shares398
Event2026-03-31
Filed2026-05-15
TSPY
13.33%Tappalpha SPY Growt And Daly Inc ETF
Shares850
Event2026-03-31
Filed2026-05-15
Apa Corp
0.00%Apa Corp
Shares442
Event2026-03-31
Filed2026-05-15
IWS
0.00%iShares Russell Mid Cap Value ETF
Shares128
Event2026-03-31
Filed2026-05-15
MELI
0.00%Mercadolibre Inc
Shares11
Event2026-03-31
Filed2026-05-15
SPYI
0.00%Neos S And P 500 High Income ETF
Shares394
Event2026-03-31
Filed2026-05-15
NICE
0.00%Nice LTD F Sponsored ADR
Shares174
Event2026-03-31
Filed2026-05-15
ADBE
-48.25%Adobe Inc
Shares74
Event2026-03-31
Filed2026-05-15
FTCS
0.00%First Trust Capital
Shares199
Event2026-03-31
Filed2026-05-15
GLP
0.00%Global Partners LP LP
Shares420
Event2026-03-31
Filed2026-05-15
GDXJ
0.00%JR. Gold Miners ETF
Shares150
Event2026-03-31
Filed2026-05-15
SYY
0.00%Sysco Corp
Shares250
Event2026-03-31
Filed2026-05-15
SCHM
0.00%Charles Schwab US MC ETF
Shares540
Event2026-03-31
Filed2026-05-15
ELS
0.00%Equity Lifestyle PPT REIT
Shares268
Event2026-03-31
Filed2026-05-15
ROL
NewRollins Inc
Shares323
Event2026-03-31
Filed2026-05-15
PHYS
0.00%Sprott Physical Gold Etv
Shares485
Event2026-03-31
Filed2026-05-15
SCHC
0.00%Schwab International Small-Cap Eq ETF
Shares348
Event2026-03-31
Filed2026-05-15
TRP
0.00%TC Energy Corp F
Shares260
Event2026-03-31
Filed2026-05-15
TJX
-62.69%TJX Companies Inc
Shares100
Event2026-03-31
Filed2026-05-15
GRBK
0.00%Green Brick Partners Inc
Shares225
Event2026-03-31
Filed2026-05-15
RSPH
0.00%Invsc SP 500 Eql WGHT HLTH Care ETF
Shares500
Event2026-03-31
Filed2026-05-15
IEMG
0.00%iShares Core MSCI Emerging ETF
Shares213
Event2026-03-31
Filed2026-05-15
MUR
0.00%Murphy Oil Corp HLDG
Shares360
Event2026-03-31
Filed2026-05-15
PTY
0.00%PIMCO Corporate Opp Fund
Shares1.2K
Event2026-03-31
Filed2026-05-15
RELL
0.00%Richardson Electrs
Shares1.3K
Event2026-03-31
Filed2026-05-15
Eaton Corp
0.00%Eaton Corp
Shares40
Event2026-03-31
Filed2026-05-15
EVRG
-50.00%Evergy Inc
Shares165
Event2026-03-31
Filed2026-05-15
Invesco FTSE Rafi Developed Markets
0.00%Invesco FTSE Rafi Developed Markets
Shares204
Event2026-03-31
Filed2026-05-15
RSPM
0.00%Invsc SP 500 Equal Weight Matrl ETF
Shares350
Event2026-03-31
Filed2026-05-15
SLB
0.00%Schlumberger LTD F
Shares265
Event2026-03-31
Filed2026-05-15
CIBR
0.00%First Trust Nasdaq CYBRSCRTY ETF
Shares206
Event2026-03-31
Filed2026-05-15
GMAB
0.00%Genmab A/S F Sponsored ADR
Shares498
Event2026-03-31
Filed2026-05-15
AMZA
0.00%Infracap MLP ETF
Shares285
Event2026-03-31
Filed2026-05-15
KQQQ
0.00%Kurv Technology Titans Select ETF
Shares550
Event2026-03-31
Filed2026-05-15
MDLZ
0.00%Mondelez Intl Class A
Shares219
Event2026-03-31
Filed2026-05-15
PNNT
0.00%Pennantpark Invt Corp
Shares2.8K
Event2026-03-31
Filed2026-05-15
LUV
0.00%Southwest Airlines
Shares349
Event2026-03-31
Filed2026-05-15
XBI
0.00%SPDR S&P Biotech ETF
Shares100
Event2026-03-31
Filed2026-05-15
VEU
0.00%Vanguard Tse All World
Shares178
Event2026-03-31
Filed2026-05-15
CNI
0.00%Canadian Natl Railwy F
Shares119
Event2026-03-31
Filed2026-05-15
CGNX
0.00%Cognex Corp
Shares249
Event2026-03-31
Filed2026-05-15
DEO
-30.34%Diageo PLC F Sponsored ADR
Shares163
Event2026-03-31
Filed2026-05-15
ONEQ
0.00%Fidelity Nasdaq Composite Indx ETF
Shares137
Event2026-03-31
Filed2026-05-15
DGRO
0.00%iShares Core Dividend Growth ETF
Shares176
Event2026-03-31
Filed2026-05-15
HDV
0.00%iShares Core High Dividend ETF
Shares92
Event2026-03-31
Filed2026-05-15
NTES
0.00%Netease Inc F Sponsored ADR
Shares107
Event2026-03-31
Filed2026-05-15
QCLS
NewQ C Technologies Inc
Shares3.5K
Event2026-03-31
Filed2026-05-15
TLK
0.00%Telekominik Indonesia F Sponsored ADR
Shares622
Event2026-03-31
Filed2026-05-15
TMO
0.00%Thermo Electron Corp
Shares25
Event2026-03-31
Filed2026-05-15
TYG
0.00%Tortoise Energy Infrastr
Shares245
Event2026-03-31
Filed2026-05-15
WCC
0.00%Wesco International
Shares45
Event2026-03-31
Filed2026-05-15
CCOI
0.00%Cogent Communications Holdings Inc
Shares590
Event2026-03-31
Filed2026-05-15
CUZ
0.00%Cousins Properties
Shares479
Event2026-03-31
Filed2026-05-15
CBRL
0.00%Cracker Barrel Old Count
Shares382
Event2026-03-31
Filed2026-05-15
EBAY
0.00%eBay Inc
Shares120
Event2026-03-31
Filed2026-05-15
EXPD
0.00%Expeditors Intl Wash
Shares80
Event2026-03-31
Filed2026-05-15
FPE
0.00%First Trust Preferred Sec & Inc ETF
Shares628
Event2026-03-31
Filed2026-05-15
VKQ
0.00%Invesco Municipal Trust
Shares1.2K
Event2026-03-31
Filed2026-05-15
Kurv High Income ETF
0.00%Kurv High Income ETF
Shares590
Event2026-03-31
Filed2026-05-15
RDW
0.00%Redwire Corp
Shares1.3K
Event2026-03-31
Filed2026-05-15
XLB
0.00%SPDR Fund Materials Select Sectr ETF
Shares222
Event2026-03-31
Filed2026-05-15
GEHC
0.00%GE Healthcare Technologi
Shares142
Event2026-03-31
Filed2026-05-15
GOF
3.20%Guggenheim Strategic Opp
Shares903
Event2026-03-31
Filed2026-05-15
MCK
NewMckesson Hboc Inc
Shares12
Event2026-03-31
Filed2026-05-15
SWKS
0.00%Skyworks Solutions Inc
Shares196
Event2026-03-31
Filed2026-05-15
VXF
0.00%Vanguard Extended Market ETF
Shares48
Event2026-03-31
Filed2026-05-15
WBD
0.00%Warner Brothers Discover
Shares350
Event2026-03-31
Filed2026-05-15
GL
0.00%Globe Life Inc
Shares62
Event2026-03-31
Filed2026-05-15
MYGN
0.00%Myriad Genetics Inc
Shares2.0K
Event2026-03-31
Filed2026-05-15
BTCI
24.44%Neos Bitcoin High Income ETF
Shares280
Event2026-03-31
Filed2026-05-15
PFLT
0.00%Pennantpark Cap LTD
Shares1.1K
Event2026-03-31
Filed2026-05-15
XYZ
0.00%Square Inc
Shares155
Event2026-03-31
Filed2026-05-15
VBK
0.00%Vanguard Small Cap Growth
Shares31
Event2026-03-31
Filed2026-05-15
Bitmine Immersion Tecnol
-64.67%Bitmine Immersion Tecnol
Shares424
Event2026-03-31
Filed2026-05-15
Bitwise XRP ETF
0.00%Bitwise XRP ETF
Shares500
Event2026-03-31
Filed2026-05-15
CZR
0.00%Caesars Entmt Inc New
Shares289
Event2026-03-31
Filed2026-05-15
GRNY
0.00%Fundstrat Granny SHT US LG CP ETF
Shares318
Event2026-03-31
Filed2026-05-15
BOTZ
0.00%Global X Robotics & Artfcl Intllgnc ETF
Shares234
Event2026-03-31
Filed2026-05-15
EMXC
0.00%iShares MSCI Emerging Markets ETF
Shares103
Event2026-03-31
Filed2026-05-15
NMFC
0.00%New Mountain Finance Corp
Shares969
Event2026-03-31
Filed2026-05-15
MOS
0.00%The Mosaic Co
Shares300
Event2026-03-31
Filed2026-05-15
ALL
0.00%Allstate Corp (all)
Shares35
Event2026-03-31
Filed2026-05-15
APLD
-54.20%Applied Digital Corp
Shares300
Event2026-03-31
Filed2026-05-15
CB
0.00%Chubb LTD F
Shares20
Event2026-03-31
Filed2026-05-15
ICHR
NewIchor HLDGS LTD F
Shares150
Event2026-03-31
Filed2026-05-15
IRDM
0.00%Iridium Communications I
Shares255
Event2026-03-31
Filed2026-05-15
IWR
0.00%iShares Russell Mid Cap ETF
Shares71
Event2026-03-31
Filed2026-05-15
IJK
0.00%iShares S&P Mid Cap 400 GRWTH ETF
Shares72
Event2026-03-31
Filed2026-05-15
CRM
-80.23%Salesforce
Shares35
Event2026-03-31
Filed2026-05-15
TMUS
0.00%T-Mobile US Inc
Shares34
Event2026-03-31
Filed2026-05-15
CRCL
-73.71%Circle Internet Group In Class A
Shares61
Event2026-03-31
Filed2026-05-15
CPRT
0.00%Copart Inc
Shares170
Event2026-03-31
Filed2026-05-15
ES
0.00%Eversource Energy
Shares83
Event2026-03-31
Filed2026-05-15
GIS
0.00%General Mills Inc
Shares160
Event2026-03-31
Filed2026-05-15
GBDC
0.00%Golub Capital BDC Inc
Shares460
Event2026-03-31
Filed2026-05-15
ITW
0.00%Illinois Tool Works Inc
Shares24
Event2026-03-31
Filed2026-05-15
IJJ
0.00%iShares S&P Mid Cap 400 Value ETF
Shares42
Event2026-03-31
Filed2026-05-15
Kurv Yield Prem STRGY MSFT ETF
65.85%Kurv Yield Prem STRGY MSFT ETF
Shares340
Event2026-03-31
Filed2026-05-15
LW
0.00%Lamb Weston Holdings Inc
Shares150
Event2026-03-31
Filed2026-05-15
MCY
0.00%Mercury Gen Corp New
Shares70
Event2026-03-31
Filed2026-05-15
MHK
0.00%Mohawk Industries
Shares64
Event2026-03-31
Filed2026-05-15
NUE
0.00%Nucor Corp
Shares35
Event2026-03-31
Filed2026-05-15
XLI
-86.21%Select Sector Industrial SPDR ETF
Shares40
Event2026-03-31
Filed2026-05-15
XLF
0.00%Select STR Financial Select SPDR ETF
Shares120
Event2026-03-31
Filed2026-05-15
XLY
0.00%SPDR Fund Consumer Discre Select ETF
Shares56
Event2026-03-31
Filed2026-05-15
Ste STRT Uts Sel Sec SPDR PR Inc ETF
0.00%Ste STRT Uts Sel Sec SPDR PR Inc ETF
Shares250
Event2026-03-31
Filed2026-05-15
TTWO
0.00%Take Two Interactv
Shares28
Event2026-03-31
Filed2026-05-15
DMO
0.00%Western Asset Mortgage O
Shares590
Event2026-03-31
Filed2026-05-15
ASO
0.00%Academy Sports & Outdoor
Shares87
Event2026-03-31
Filed2026-05-15
ARCC
0.00%Ares Capital Corp
Shares270
Event2026-03-31
Filed2026-05-15
CVS
0.00%CVS Health Corp
Shares71
Event2026-03-31
Filed2026-05-15
SOXL
-83.33%Direxion Semiconductor Bull 3X ETF
Shares100
Event2026-03-31
Filed2026-05-15
FVD
0.00%First Trust Value Dividend Index ETF
Shares109
Event2026-03-31
Filed2026-05-15
GPC
0.00%Genuine Parts Co
Shares49
Event2026-03-31
Filed2026-05-15
Invesco S&P 500 Equal Weight ETF
-91.24%Invesco S&P 500 Equal Weight ETF
Shares24
Event2026-03-31
Filed2026-05-15
SPMO
0.00%Invsc S P 500 Momentum ETF
Shares49
Event2026-03-31
Filed2026-05-15
Kurv Yield Prem STRGY Amzn ETF
125.00%Kurv Yield Prem STRGY Amzn ETF
Shares225
Event2026-03-31
Filed2026-05-15
LGIH
0.00%Lgi Homes Inc
Shares131
Event2026-03-31
Filed2026-05-15
NRO
0.00%Neuberger Bermn Real Est
Shares1.7K
Event2026-03-31
Filed2026-05-15
SE
0.00%Sea LTD F Unsponsored ADR
Shares63
Event2026-03-31
Filed2026-05-15
SW
0.00%Smurfit Westrock LTD F
Shares115
Event2026-03-31
Filed2026-05-15
SDY
0.00%SPDR S&P Dividend ETF
Shares35
Event2026-03-31
Filed2026-05-15
STLD
0.00%Steel Dynamics Inc
Shares30
Event2026-03-31
Filed2026-05-15
VNQI
0.00%Vanguard Global Ex-US Real Estate
Shares103
Event2026-03-31
Filed2026-05-15
APLE
0.00%Apple Hospitality REIT I REIT
Shares344
Event2026-03-31
Filed2026-05-15
BALL
0.00%Ball Corp
Shares70
Event2026-03-31
Filed2026-05-15
BAH
0.00%Booz Allen Hamilton Class A
Shares50
Event2026-03-31
Filed2026-05-15
DAL
0.00%Delta Air Lines Inc Del
Shares67
Event2026-03-31
Filed2026-05-15
DOW
0.00%Dow Inc
Shares100
Event2026-03-31
Filed2026-05-15
ICLR
0.00%Icon PLC
Shares38
Event2026-03-31
Filed2026-05-15
Invesco FTSE Rafi Emerging Markets ETF
0.00%Invesco FTSE Rafi Emerging Markets ETF
Shares144
Event2026-03-31
Filed2026-05-15
HYG
0.00%iShares iBoxx $ High Yield Corporate BD
Shares52
Event2026-03-31
Filed2026-05-15
IVE
0.00%iShares S&P 500 Value ETF
Shares20
Event2026-03-31
Filed2026-05-15
NU
0.00%Nu HLDGS LTD F Class A
Shares257
Event2026-03-31
Filed2026-05-15
SOFI
NewSofi Technologies Inc
Shares250
Event2026-03-31
Filed2026-05-15
SONO
0.00%Sonos Inc
Shares300
Event2026-03-31
Filed2026-05-15
AGNC
0.00%A G N C Investment Corp REIT
Shares250
Event2026-03-31
Filed2026-05-15
AROC
0.00%Archrock Inc
Shares100
Event2026-03-31
Filed2026-05-15
CCL
0.00%Carnival Corp F
Shares100
Event2026-03-31
Filed2026-05-15
ELF
0.00%E L F Beauty Inc
Shares47
Event2026-03-31
Filed2026-05-15
FLYW
0.00%Flywire Corp
Shares239
Event2026-03-31
Filed2026-05-15
HRZN
0.00%Horizon Tech Fin
Shares800
Event2026-03-31
Filed2026-05-15
NSP
0.00%Insperity Inc
Shares100
Event2026-03-31
Filed2026-05-15
IP
0.00%Interntnl Paper
Shares95
Event2026-03-31
Filed2026-05-15
ETHA
0.00%iShares Ethereum Trust ETF IV
Shares200
Event2026-03-31
Filed2026-05-15
KMB
0.00%Kimberly Clark Corp
Shares35
Event2026-03-31
Filed2026-05-15
MET
0.00%Metlife Inc
Shares44
Event2026-03-31
Filed2026-05-15
Nicholas Crypto Income ETF
0.00%Nicholas Crypto Income ETF
Shares205
Event2026-03-31
Filed2026-05-15
LASR
-75.00%Nlight Inc
Shares50
Event2026-03-31
Filed2026-05-15
NVO
-83.01%Novo-Nordisk As Vormal F Sponsored ADR
Shares70
Event2026-03-31
Filed2026-05-15
REZI
0.00%Resideo Technologies Inc
Shares100
Event2026-03-31
Filed2026-05-15
SAIC
0.00%Science Applications
Shares29
Event2026-03-31
Filed2026-05-15
XLP
0.00%SPDR Fund Consumer Staples ETF
Shares41
Event2026-03-31
Filed2026-05-15
MGK
0.00%Vanguard Mega Cap Growth ETF
Shares8
Event2026-03-31
Filed2026-05-15
WY
0.00%Weyerhaeuser Co REIT
Shares120
Event2026-03-31
Filed2026-05-15
Yieldmax Semiconductor Portfolio Option Income
NewYieldmax Semiconductor Portfolio Option Income
Shares50
Event2026-03-31
Filed2026-05-15
ATUS
-22.49%Altice U S A Inc Class A
Shares1.5K
Event2026-03-31
Filed2026-05-15
ARM
0.00%Arm HLDGS PLC F Unsponsored ADR
Shares10
Event2026-03-31
Filed2026-05-15
METU
0.00%Direxion Daily Meta BL 2X SHS ETF
Shares100
Event2026-03-31
Filed2026-05-15
ETSY
0.00%Etsy Inc
Shares42
Event2026-03-31
Filed2026-05-15
HAE
0.00%Haemonetics Corp Mass
Shares42
Event2026-03-31
Filed2026-05-15
TLTW
0.00%iShares 20 PLS YR TRSY BD BYT ST ETF
Shares100
Event2026-03-31
Filed2026-05-15
LQD
0.00%iShares iBoxx Invt Grade Bond ETF
Shares22
Event2026-03-31
Filed2026-05-15
MHO
0.00%M / I Homes Inc
Shares20
Event2026-03-31
Filed2026-05-15
NLOP
0.00%Net Lease Office PPTYS
Shares141
Event2026-03-31
Filed2026-05-15
AGGH
0.00%Simplify Aggregate Bond ETF
Shares100
Event2026-03-31
Filed2026-05-15
SOBO
0.00%South Bow Corp F
Shares52
Event2026-03-31
Filed2026-05-15
VT
0.00%Vanguard Total World Stock ETF
Shares16
Event2026-03-31
Filed2026-05-15
HAUZ
0.00%Xtrackers International Real Estate ETF
Shares96
Event2026-03-31
Filed2026-05-15
Annaly Capital MGMT REIT
0.00%Annaly Capital MGMT REIT
Shares41
Event2026-03-31
Filed2026-05-15
AGH
NewAureus Greenway HLDGS In
Shares422
Event2026-03-31
Filed2026-05-15
CTRA
-98.12%Coterra Energy Inc
Shares17
Event2026-03-31
Filed2026-05-15
APPS
0.00%Digital Turbine Inc
Shares313
Event2026-03-31
Filed2026-05-15
DuPont De Nemours Inc
0.00%DuPont De Nemours Inc
Shares32
Event2026-03-31
Filed2026-05-15
EFXT
0.00%Enerflex LTD F
Shares51
Event2026-03-31
Filed2026-05-15
EL
0.00%Estee Lauder Co Inc Class A
Shares11
Event2026-03-31
Filed2026-05-15
KHC
0.00%Kraft Heinz Co
Shares23
Event2026-03-31
Filed2026-05-15
XIFR
0.00%Nextera Energy Partne LP
Shares125
Event2026-03-31
Filed2026-05-15
OXY.WS
0.00%Occidental Petrol 27 WTS Warrants Exp 08/03/27
Shares25
Event2026-03-31
Filed2026-05-15
XLRE
0.00%Real Estate Select SCTR SPDR ETF
Shares16
Event2026-03-31
Filed2026-05-15
RWX
0.00%SPDR Dow Jones Inter Real Estate ETF
Shares47
Event2026-03-31
Filed2026-05-15
Tappalpha Innov 100 GR And Da In ETF
0.00%Tappalpha Innov 100 GR And Da In ETF
Shares50
Event2026-03-31
Filed2026-05-15
UAMY
0.00%United STS Antimony Corp
Shares100
Event2026-03-31
Filed2026-05-15
Versant Media Group Inc
-3.33%Versant Media Group Inc
Shares29
Event2026-03-31
Filed2026-05-15
WAB
0.00%Wabtec
Shares5
Event2026-03-31
Filed2026-05-15
BHP
0.00%BHP Group LTD F Forward Split
Shares4
Event2026-03-31
Filed2026-05-15
BSX
-99.05%Boston Scientific Co
Shares4
Event2026-03-31
Filed2026-05-15
GME
0.00%Gamestop Corp Class A
Shares16
Event2026-03-31
Filed2026-05-15
Gamestop Corp New 26 WTS Warrants Exp 10/30/26
0.00%Gamestop Corp New 26 WTS Warrants Exp 10/30/26
Shares1
Event2026-03-31
Filed2026-05-15
INTU
-99.16%Intuit Inc
Shares1
Event2026-03-31
Filed2026-05-15
KD
0.00%KYNDRYL HLDGS Inc
Shares27
Event2026-03-31
Filed2026-05-15
Linde PLC F
0.00%Linde PLC F
Shares1
Event2026-03-31
Filed2026-05-15
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available