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The Analysis of Plan Group Financial, LLC's Holdings & P&L

Currently, Plan Group Financial, LLC holds 228 types of securities in its portfolio with a total value $426.1M. In the most recent quarter, they have increased their positions in JQUA (+82.4K shares, valued at $5.1M), SGOV (+47.3K shares, valued at $4.8M), XLE (+56.7K shares, valued at $3.5M); decreased their positions in N/A (-8.3K shares, valued at $4.9M), IJR (-17.0K shares, valued at $2.1M), GLD (-4.1K shares, valued at $1.7M); initiated new positions in SGOV (+47.3K shares, valued at $4.8M), XLE (+56.7K shares, valued at $3.5M), FITB (+61.1K shares, valued at $2.8M).

1M P&L

+10.4M+2.78%

3M P&L

-19.7M-4.87%

HY P&L

+3.0M+0.78%

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/A259.4M

68.5%

2Oil & Gas Integrated14.6M

3.9%

3Utilities - Regulated Electric13.2M

3.5%

Top Industries by Stock Count

1N/A108 stocks

51.9%

2Utilities - Regulated Electric7 stocks

3.4%

3Asset Management7 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BRK.A BERKSHIRE HATHAWAY INC DEL21 shares5.00%2026-03-312026-04-13

COWZ PACER FDS TR229.5K shares2.48%2026-03-312026-04-13

ACWI ISHARES TR97.4K shares0.43%2026-03-312026-04-13

JPM JPMORGAN CHASE & CO39.3K shares0.84%2026-03-312026-04-13

VANGUARD INDEX FDS VANGUARD INDEX FDS19.3K shares-30.01%2026-03-312026-04-13

JQUA J P MORGAN EXCHANGE TRADED F167.4K shares96.99%2026-03-312026-04-13

PDBC INVESCO ACTVELY MNGD ETC FD541.4K shares54.84%2026-03-312026-04-13

COWG PACER FDS TR274.9K shares20.52%2026-03-312026-04-13

Sponsored

EDIV SPDR INDEX SHS FDS227.4K shares16.64%2026-03-312026-04-13

IWR ISHARES TR86.9K shares-4.75%2026-03-312026-04-13

XOM EXXON MOBIL CORP49.3K shares6.97%2026-03-312026-04-13

VTI VANGUARD INDEX FDS24.9K shares7.89%2026-03-312026-04-13

AAPL APPLE INC26.6K shares0.26%2026-03-312026-04-13

VIG VANGUARD SPECIALIZED FUNDS30.7K shares11.13%2026-03-312026-04-13

ICVT ISHARES TR61.0K shares6.36%2026-03-312026-04-13

ISHARES GOLD TR ISHARES GOLD TR69.1K shares21.23%2026-03-312026-04-13

Sponsored

JIVE J P MORGAN EXCHANGE TRADED F70.4K shares84.24%2026-03-312026-04-13

ANGL VANECK ETF TRUST200.6K shares7.92%2026-03-312026-04-13

MGK VANGUARD WORLD FD15.5K shares23.89%2026-03-312026-04-13

REZ ISHARES TR68.5K shares2.40%2026-03-312026-04-13

PFFD GLOBAL X FDS307.6K shares7.80%2026-03-312026-04-13

GLD SPDR GOLD TR13.1K shares-23.74%2026-03-312026-04-13

VWOB VANGUARD WHITEHALL FDS85.4K shares7.28%2026-03-312026-04-13

SRLN SSGA ACTIVE ETF TR138.8K shares4.41%2026-03-312026-04-13

Sponsored

IJR ISHARES TR42.9K shares-28.41%2026-03-312026-04-13

CVX CHEVRON CORPORATION24.2K shares4.12%2026-03-312026-04-13

OUNZ VANECK MERK GOLD ETF110.8K shares3.29%2026-03-312026-04-13

SGOV ISHARES TR47.3K sharesnew addition2026-03-312026-04-13

FMHI FIRST TR EXCH TRADED FD III95.7K shares15.92%2026-03-312026-04-13

SLV ISHARES SILVER TR65.4K shares-4.85%2026-03-312026-04-13

JMEE J P MORGAN EXCHANGE TRADED F60.8K shares94.72%2026-03-312026-04-13

IVV ISHARES TR6.1K shares-20.88%2026-03-312026-04-13

Sponsored

DFAI DIMENSIONAL ETF TRUST100.2K shares-23.33%2026-03-312026-04-13

BROADCOM INC BROADCOM INC12.3K shares2.08%2026-03-312026-04-13

PM PHILIP MORRIS INTL INC22.8K shares4.14%2026-03-312026-04-13

DFAE DIMENSIONAL ETF TRUST110.4K shares-23.72%2026-03-312026-04-13

LVHI LEGG MASON ETF INVT90.0K shares-31.94%2026-03-312026-04-13

ALPS ETF TR ALPS ETF TR67.3K shares23.61%2026-03-312026-04-13

XLE SELECT SECTOR SPDR TR56.7K sharesnew addition2026-03-312026-04-13

MO ALTRIA GROUP INC50.5K shares13.10%2026-03-312026-04-13

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.8K shares-12.30%2026-03-312026-04-13

SO SOUTHERN CO33.7K shares9.88%2026-03-312026-04-13

PFE PFIZER INC113.3K shares13.58%2026-03-312026-04-13

SHY ISHARES TR37.3K shares37.75%2026-03-312026-04-13

AEP AMERICAN ELEC PWR CO INC23.4K shares9.40%2026-03-312026-04-13

T AT&T INC103.5K shares13.82%2026-03-312026-04-13

PDBA INVESCO ACTVELY MNGD ETC FD80.9K shares173.26%2026-03-312026-04-13

SPTL SPDR SERIES TRUST110.9K shares43.24%2026-03-312026-04-13

Sponsored

VZ VERIZON COMMUNICATIONS INC57.5K shares14.84%2026-03-312026-04-13

FITB FIFTH THIRD BANCORP61.1K sharesnew addition2026-03-312026-04-13

OHI OMEGA HEALTHCARE INVS INC64.1K shares10.19%2026-03-312026-04-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW21.1K shares12.10%2026-03-312026-04-13

WMT WALMART INC22.1K shares0.37%2026-03-312026-04-13

PPL PPL CORP70.4K shares11.70%2026-03-312026-04-13

NVDA NVIDIA CORPORATION15.3K shares21.14%2026-03-312026-04-13

XLK SELECT SECTOR SPDR TR19.9K shares169.39%2026-03-312026-04-13

Sponsored

DLR DIGITAL RLTY TR INC14.5K shares13.86%2026-03-312026-04-13

IWM ISHARES TR10.5K shares36.10%2026-03-312026-04-13

IBM INTERNATIONAL BUSINESS MACHS10.8K shares9.62%2026-03-312026-04-13

D DOMINION ENERGY INC40.0K shares10.81%2026-03-312026-04-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T52.2K shares-28.61%2026-03-312026-04-13

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN114.2K shares11.69%2026-03-312026-04-13

VICI VICI PPTYS INC87.9K shares19.81%2026-03-312026-04-13

ETFS GOLD TR ETFS GOLD TR51.6K shares-1.90%2026-03-312026-04-13

Sponsored

VYMI VANGUARD WHITEHALL FDS23.8K shares-11.90%2026-03-312026-04-13

ARCC ARES CAPITAL CORP121.5K shares16.30%2026-03-312026-04-13

BOXX EA SERIES TRUST17.7K shares111.75%2026-03-312026-04-13

INVESCO QQQ TR INVESCO QQQ TR3.5K shares9.16%2026-03-312026-04-13

EPD ENTERPRISE PRODS PARTNERS L48.1K shares40.96%2026-03-312026-04-13

OAKTREE SPECIALTY LENDING OAKTREE SPECIALTY LENDING161.0K shares23.89%2026-03-312026-04-13

FDUS FIDUS INVT CORP98.8K shares23.98%2026-03-312026-04-13

TSLX SIXTH STREET SPECIALTY LENDI90.4K shares23.36%2026-03-312026-04-13

Sponsored

VWO VANGUARD INTL EQUITY INDEX F26.5K shares-39.62%2026-03-312026-04-13

BIL SPDR SERIES TRUST15.5K shares2.26%2026-03-312026-04-13

EOG EOG RES INC9.4K shares9.92%2026-03-312026-04-13

AMAT APPLIED MATLS INC4.0K shares-7.48%2026-03-312026-04-13

EMB ISHARES TR14.3K shares-32.82%2026-03-312026-04-13

BND VANGUARD BD INDEX FDS17.4K shares-33.03%2026-03-312026-04-13

TSM TAIWAN SEMICONDUCTOR MANUFAC3.7K shares-7.64%2026-03-312026-04-13

TOTALENERGIES SE TOTALENERGIES SE13.7K shares20.66%2026-03-312026-04-13

Sponsored

ITA ISHARES TR5.5K shares51.88%2026-03-312026-04-13

MSFT MICROSOFT CORP3.2K shares-7.50%2026-03-312026-04-13

HYG ISHARES TR14.5K shares-34.89%2026-03-312026-04-13

MERCK & CO INC MERCK & CO INC9.4K shares-1.95%2026-03-312026-04-13

LQD ISHARES TR10.0K shares-36.42%2026-03-312026-04-13

DFCF DIMENSIONAL ETF TRUST25.7K shares-36.90%2026-03-312026-04-13

HON HONEYWELL INTL INC4.6K shares-11.07%2026-03-312026-04-13

ALPHABET INC ALPHABET INC3.6K shares15.56%2026-03-312026-04-13

Sponsored

HELO J P MORGAN EXCHANGE TRADED F16.0K shares-1.02%2026-03-312026-04-13

DFIP DIMENSIONAL ETF TRUST24.5K shares-39.49%2026-03-312026-04-13

VO VANGUARD INDEX FDS3.5K shares0.09%2026-03-312026-04-13

TIP ISHARES TR9.1K shares334.97%2026-03-312026-04-13

TSLA TESLA INC2.6K shares0.27%2026-03-312026-04-13

OKE ONEOK INC NEW10.7K shares12.88%2026-03-312026-04-13

CALF PACER FDS TR21.2K shares-29.91%2026-03-312026-04-13

AIRR FIRST TR EXCHANGE TRADED FD8.6K shares160.61%2026-03-312026-04-13

Sponsored

BTI BRITISH AMERN TOB PLC16.0K shares-26.27%2026-03-312026-04-13

JEPI J P MORGAN EXCHANGE TRADED F16.2K shares49.67%2026-03-312026-04-13

RPV INVESCO EXCHANGE TRADED FD T8.4K shares-13.63%2026-03-312026-04-13

AMZN AMAZON COM INC4.1K shares-31.83%2026-03-312026-04-13

SPYI NEOS ETF TRUST17.1K sharesnew addition2026-03-312026-04-13

GM GENERAL MTRS CO10.9K shares-10.82%2026-03-312026-04-13

BBUS J P MORGAN EXCHANGE TRADED F6.8K shares1.66%2026-03-312026-04-13

BANF BANCFIRST CORP7.2K shares0.00%2026-03-312026-04-13

Sponsored

OGE OGE ENERGY CORP15.7K shares-5.91%2026-03-312026-04-13

ET ENERGY TRANSFER L P38.7K shares-9.90%2026-03-312026-04-13

WES WESTERN MIDSTREAM PARTNERS L18.1K shares72.67%2026-03-312026-04-13

PTL NORTHERN LTS FD TR IV3.0K shares11.32%2026-03-312026-04-13

FANG DIAMONDBACK ENERGY INC3.7K shares71.03%2026-03-312026-04-13

CNQ CANADIAN NAT RES LTD MED TER15.0K sharesnew addition2026-03-312026-04-13

JEPQ J P MORGAN EXCHANGE TRADED F13.0K shares48.46%2026-03-312026-04-13

IVE ISHARES TR3.4K shares117.26%2026-03-312026-04-13

Sponsored

EIX EDISON INTL9.5K shares-9.17%2026-03-312026-04-13

AOA ISHARES TR7.4K shares-10.88%2026-03-312026-04-13

CRAK VANECK ETF TRUST13.0K sharesnew addition2026-03-312026-04-13

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC5.5K shares-2.86%2026-03-312026-04-13

BMY BRISTOL-MYERS SQUIBB CO10.0K shares11.71%2026-03-312026-04-13

PBR.A PETROLEO BRASILEIRO S A30.0K shares0.00%2026-03-312026-04-13

JIRE J P MORGAN EXCHANGE TRADED F7.3K sharesnew addition2026-03-312026-04-13

HASI HA SUSTAINABLE INFRA CAP INC14.9K shares-13.02%2026-03-312026-04-13

Sponsored

NEM NEWMONT CORP5.0K shares0.00%2026-03-312026-04-13

EMR EMERSON ELEC CO4.0K shares-13.17%2026-03-312026-04-13

COIN COINBASE GLOBAL INC3.0K sharesnew addition2026-03-312026-04-13

MLPX GLOBAL X FDS7.0K shares0.00%2026-03-312026-04-13

SPDW SPDR INDEX SHS FDS11.0K shares6.89%2026-03-312026-04-13

IVW ISHARES TR4.4K shares128.84%2026-03-312026-04-13

E ENI SPA8.5K sharesnew addition2026-03-312026-04-13

LMT LOCKHEED MARTIN CORP795 shares-10.27%2026-03-312026-04-13

Sponsored

VUG VANGUARD INDEX FDS1.1K shares9.37%2026-03-312026-04-13

SLVR SPROTT FDS TR8.0K shares-20.00%2026-03-312026-04-13

NZF NUVEEN MUN CR INCOME FD38.7K shares0.00%2026-03-312026-04-13

ASO ACADEMY SPORTS & OUTDOORS IN8.2K shares-14.18%2026-03-312026-04-13

SHEL SHELL PLC4.9K shares0.04%2026-03-312026-04-13

LNG CHENIERE ENERGY INC1.5K sharesnew addition2026-03-312026-04-13

CIBR FIRST TR EXCHANGE-TRADED FD6.6K shares-16.33%2026-03-312026-04-13

PEP PEPSICO INC2.6K shares0.73%2026-03-312026-04-13

Sponsored

VYM VANGUARD WHITEHALL FDS2.7K shares55.24%2026-03-312026-04-13

AOM ISHARES TR8.4K shares-12.59%2026-03-312026-04-13

BKLN INVESCO EXCH TRADED FD TR II19.1K sharesnew addition2026-03-312026-04-13

BSX BOSTON SCIENTIFIC CORP6.0K shares-14.34%2026-03-312026-04-13

PSX PHILLIPS 662.1K sharesnew addition2026-03-312026-04-13

JCPB J P MORGAN EXCHANGE TRADED F7.9K shares10.88%2026-03-312026-04-13

DINO HF SINCLAIR CORP6.0K sharesnew addition2026-03-312026-04-13

KO COCA COLA CO4.9K shares0.73%2026-03-312026-04-13

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC1.9K sharesnew addition2026-03-312026-04-13

VDE VANGUARD WORLD FD2.1K shares0.00%2026-03-312026-04-13

ALK ALASKA AIR GROUP INC9.7K shares-13.93%2026-03-312026-04-13

TGT TARGET CORP2.9K shares0.45%2026-03-312026-04-13

IUSB ISHARES TR7.6K sharesnew addition2026-03-312026-04-13

DYNF BLACKROCK ETF TRUST5.9K sharesnew addition2026-03-312026-04-13

IEMG ISHARES INC4.9K sharesnew addition2026-03-312026-04-13

JBND J P MORGAN EXCHANGE TRADED F6.3K shares1.33%2026-03-312026-04-13

Sponsored

JAVA J P MORGAN EXCHANGE TRADED F4.7K shares-0.36%2026-03-312026-04-13

BBAG J P MORGAN EXCHANGE TRADED F7.3K shares1.24%2026-03-312026-04-13

EQNR EQUINOR ASA8.0K sharesnew addition2026-03-312026-04-13

XLI SELECT SECTOR SPDR TR2.1K sharesnew addition2026-03-312026-04-13

BA BOEING CO1.7K shares3.70%2026-03-312026-04-13

GBUG SPROTT FDS TR7.3K shares8.96%2026-03-312026-04-13

JGRO J P MORGAN EXCHANGE TRADED F3.9K shares8.71%2026-03-312026-04-13

ABBV ABBVIE INC1.5K shares15.29%2026-03-312026-04-13

Sponsored

PHYS SPROTT ASSET MANAGEMENT LP9.3K shares27.40%2026-03-312026-04-13

WDC WESTERN DIGITAL CORP1.2K shares-17.63%2026-03-312026-04-13

CVS CVS HEALTH CORP4.5K shares1.98%2026-03-312026-04-13

VGT VANGUARD WORLD FD459 shares-52.73%2026-03-312026-04-13

RTX RTX CORPORATION1.6K shares30.25%2026-03-312026-04-13

LYV LIVE NATION ENTERTAINMENT IN2.0K shares-12.84%2026-03-312026-04-13

BAC BANK AMERICA CORP6.3K shares5.39%2026-03-312026-04-13

PG PROCTER & GAMBLE CO2.1K shares5.62%2026-03-312026-04-13

Sponsored

XLP SELECT SECTOR SPDR TR3.7K shares1.58%2026-03-312026-04-13

QCOM QUALCOMM INC2.3K shares17.61%2026-03-312026-04-13

VST VISTRA CORP2.0K shares0.00%2026-03-312026-04-13

AFL AFLAC INC2.7K shares0.00%2026-03-312026-04-13

GDX VANECK ETF TRUST3.2K sharesnew addition2026-03-312026-04-13

ALPHABET INC ALPHABET INC1.0K shares4.87%2026-03-312026-04-13

SPYM SPDR SERIES TRUST3.7K shares3.91%2026-03-312026-04-13

GILD GILEAD SCIENCES INC2.0K sharesnew addition2026-03-312026-04-13

Sponsored

ZIM ZIM INTEGRATED SHIPPING SERV10.6K shares5.90%2026-03-312026-04-13

SIL GLOBAL X FDS3.1K shares1.02%2026-03-312026-04-13

OEF ISHARES TR872 sharesnew addition2026-03-312026-04-13

NVG NUVEEN AMT FREE MUN CR INC F22.2K shares0.00%2026-03-312026-04-13

SCHD SCHWAB STRATEGIC TR8.8K sharesnew addition2026-03-312026-04-13

JNJ JOHNSON & JOHNSON1.1K shares3.79%2026-03-312026-04-13

NTAP NETAPP INC2.6K sharesnew addition2026-03-312026-04-13

VONG VANGUARD SCOTTSDALE FDS2.4K shares-0.78%2026-03-312026-04-13

Sponsored

AEE AMEREN CORP2.4K shares0.00%2026-03-312026-04-13

NMZ NUVEEN MUN HIGH INCOME OPPOR25.1K shares0.00%2026-03-312026-04-13

INCY INCYTE CORP2.7K shares26.36%2026-03-312026-04-13

WSM WILLIAMS SONOMA INC1.4K shares0.00%2026-03-312026-04-13

VLO VALERO ENERGY CORP1.0K sharesnew addition2026-03-312026-04-13

HUM HUMANA INC1.5K shares-12.52%2026-03-312026-04-13

ZDEK INNOVATOR ETFS TRUST9.7K shares0.00%2026-03-312026-04-13

DECK DECKERS OUTDOOR CORP2.5K sharesnew addition2026-03-312026-04-13

Sponsored

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST9.4K shares0.00%2026-03-312026-04-13

HEQT SIMPLIFY EXCHANGE TRADED FUN7.9K shares0.33%2026-03-312026-04-13

KHC KRAFT HEINZ CO11.0K sharesnew addition2026-03-312026-04-13

FOXA FOX CORP4.2K shares26.02%2026-03-312026-04-13

EFV ISHARES TR3.2K sharesnew addition2026-03-312026-04-13

MATCH GROUP INC NEW MATCH GROUP INC NEW7.8K sharesnew addition2026-03-312026-04-13

NXP NUVEEN SELECT TAX-FREE INCOM16.5K shares0.00%2026-03-312026-04-13

SCHX SCHWAB STRATEGIC TR9.0K sharesnew addition2026-03-312026-04-13

Sponsored

GIS GENERAL MILLS INC6.2K sharesnew addition2026-03-312026-04-13

CTSH COGNIZANT TECHNOLOGY SOLUTIO3.7K shares26.34%2026-03-312026-04-13

LULU LULULEMON ATHLETICA INC1.5K shares25.30%2026-03-312026-04-13

VEA VANGUARD TAX-MANAGED FDS3.5K sharesnew addition2026-03-312026-04-13

NNN NNN REIT INC5.3K shares0.67%2026-03-312026-04-13

AMD ADVANCED MICRO DEVICES INC1.1K shares-71.11%2026-03-312026-04-13

RJF RAYMOND JAMES FINL INC1.5K sharesnew addition2026-03-312026-04-13

PAYC PAYCOM SOFTWARE INC1.8K sharesnew addition2026-03-312026-04-13

Sponsored

PLTR PALANTIR TECHNOLOGIES INC1.5K shares8.79%2026-03-312026-04-13

TROW PRICE T ROWE GROUP INC2.4K sharesnew addition2026-03-312026-04-13

LITE LUMENTUM HLDGS INC300 sharesnew addition2026-03-312026-04-13

MPLX MPLX LP3.7K sharesnew addition2026-03-312026-04-13

LOW LOWES COS INC887 sharesnew addition2026-03-312026-04-13

MAIN MAIN STR CAP CORP3.9K shares4.44%2026-03-312026-04-13

GLTR ABRDN PRECIOUS METALS BASKET950 sharesnew addition2026-03-312026-04-13

LCTU BLACKROCK ETF TRUST3.0K sharesnew addition2026-03-312026-04-13

Sponsored

SPY STATE STR SPDR S&P 500 ETF T314 shares0.00%2026-03-312026-04-13

R RYDER SYS INC995 sharesnew addition2026-03-312026-04-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.0K shares29.95%2026-03-312026-04-13

F FORD MTR CO15.8K shares3.54%2026-03-312026-04-13

GDOT GREEN DOT CORP14.8K shares0.00%2026-03-312026-04-13

IIM INVESCO VALUE MUN INCOME TR12.9K shares0.00%2026-03-312026-04-13

NAD NUVEEN QUALITY MUNCP INCOME13.4K shares0.00%2026-03-312026-04-13

NEA NUVEEN AMT FREE QLTY MUN INC13.6K shares0.00%2026-03-312026-04-13

Sponsored

NAZ NUVEEN ARIZONA QLTY MUN INC11.9K shares0.00%2026-03-312026-04-13

NUV NUVEEN MUN VALUE FD INC13.0K shares0.00%2026-03-312026-04-13

SLQT SELECTQUOTE INC19.5K shares0.00%2026-03-312026-04-13

PRPL PURPLE INNOVATION INC13.0K sharesnew addition2026-03-312026-04-13

BRK.A

BERKSHIRE HATHAWAY INC DEL

5.00%

Shares21

Event2026-03-31

Filed2026-04-13

COWZ

PACER FDS TR

2.48%

Shares229.5K

Event2026-03-31

Filed2026-04-13

ACWI

ISHARES TR

0.43%

Shares97.4K

Event2026-03-31

Filed2026-04-13

JPM

JPMORGAN CHASE & CO

0.84%

Shares39.3K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

-30.01%

Shares19.3K

Event2026-03-31

Filed2026-04-13

JQUA

J P MORGAN EXCHANGE TRADED F

96.99%

Shares167.4K

Event2026-03-31

Filed2026-04-13

PDBC

INVESCO ACTVELY MNGD ETC FD

54.84%

Shares541.4K

Event2026-03-31

Filed2026-04-13

COWG

PACER FDS TR

20.52%

Shares274.9K

Event2026-03-31

Filed2026-04-13

EDIV

SPDR INDEX SHS FDS

16.64%

Shares227.4K

Event2026-03-31

Filed2026-04-13

IWR

ISHARES TR

-4.75%

Shares86.9K

Event2026-03-31

Filed2026-04-13

XOM

EXXON MOBIL CORP

6.97%

Shares49.3K

Event2026-03-31

Filed2026-04-13

VTI

VANGUARD INDEX FDS

7.89%

Shares24.9K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

0.26%

Shares26.6K

Event2026-03-31

Filed2026-04-13

VIG

VANGUARD SPECIALIZED FUNDS

11.13%

Shares30.7K

Event2026-03-31

Filed2026-04-13

ICVT

ISHARES TR

6.36%

Shares61.0K

Event2026-03-31

Filed2026-04-13

ISHARES GOLD TR

21.23%

Shares69.1K

Event2026-03-31

Filed2026-04-13

JIVE

J P MORGAN EXCHANGE TRADED F

84.24%

Shares70.4K

Event2026-03-31

Filed2026-04-13

ANGL

VANECK ETF TRUST

7.92%

Shares200.6K

Event2026-03-31

Filed2026-04-13

MGK

VANGUARD WORLD FD

23.89%

Shares15.5K

Event2026-03-31

Filed2026-04-13

REZ

ISHARES TR

2.40%

Shares68.5K

Event2026-03-31

Filed2026-04-13

PFFD

GLOBAL X FDS

7.80%

Shares307.6K

Event2026-03-31

Filed2026-04-13

GLD

SPDR GOLD TR

-23.74%

Shares13.1K

Event2026-03-31

Filed2026-04-13

VWOB

VANGUARD WHITEHALL FDS

7.28%

Shares85.4K

Event2026-03-31

Filed2026-04-13

SRLN

SSGA ACTIVE ETF TR

4.41%

Shares138.8K

Event2026-03-31

Filed2026-04-13

IJR

ISHARES TR

-28.41%

Shares42.9K

Event2026-03-31

Filed2026-04-13

CVX

CHEVRON CORPORATION

4.12%

Shares24.2K

Event2026-03-31

Filed2026-04-13

OUNZ

VANECK MERK GOLD ETF

3.29%

Shares110.8K

Event2026-03-31

Filed2026-04-13

SGOV

ISHARES TR

New

Shares47.3K

Event2026-03-31

Filed2026-04-13

FMHI

FIRST TR EXCH TRADED FD III

15.92%

Shares95.7K

Event2026-03-31

Filed2026-04-13

SLV

ISHARES SILVER TR

-4.85%

Shares65.4K

Event2026-03-31

Filed2026-04-13

JMEE

J P MORGAN EXCHANGE TRADED F

94.72%

Shares60.8K

Event2026-03-31

Filed2026-04-13

IVV

ISHARES TR

-20.88%

Shares6.1K

Event2026-03-31

Filed2026-04-13

DFAI

DIMENSIONAL ETF TRUST

-23.33%

Shares100.2K

Event2026-03-31

Filed2026-04-13

BROADCOM INC

2.08%

Shares12.3K

Event2026-03-31

Filed2026-04-13

PHILIP MORRIS INTL INC

4.14%

Shares22.8K

Event2026-03-31

Filed2026-04-13

DFAE

DIMENSIONAL ETF TRUST

-23.72%

Shares110.4K

Event2026-03-31

Filed2026-04-13

LVHI

LEGG MASON ETF INVT

-31.94%

Shares90.0K

Event2026-03-31

Filed2026-04-13

ALPS ETF TR

23.61%

Shares67.3K

Event2026-03-31

Filed2026-04-13

XLE

SELECT SECTOR SPDR TR

New

Shares56.7K

Event2026-03-31

Filed2026-04-13

ALTRIA GROUP INC

13.10%

Shares50.5K

Event2026-03-31

Filed2026-04-13

BERKSHIRE HATHAWAY INC DEL

-12.30%

Shares6.8K

Event2026-03-31

Filed2026-04-13

SOUTHERN CO

9.88%

Shares33.7K

Event2026-03-31

Filed2026-04-13

PFE

PFIZER INC

13.58%

Shares113.3K

Event2026-03-31

Filed2026-04-13

SHY

ISHARES TR

37.75%

Shares37.3K

Event2026-03-31

Filed2026-04-13

AEP

AMERICAN ELEC PWR CO INC

9.40%

Shares23.4K

Event2026-03-31

Filed2026-04-13

AT&T INC

13.82%

Shares103.5K

Event2026-03-31

Filed2026-04-13

PDBA

INVESCO ACTVELY MNGD ETC FD

173.26%

Shares80.9K

Event2026-03-31

Filed2026-04-13

SPTL

SPDR SERIES TRUST

43.24%

Shares110.9K

Event2026-03-31

Filed2026-04-13

VERIZON COMMUNICATIONS INC

14.84%

Shares57.5K

Event2026-03-31

Filed2026-04-13

FITB

FIFTH THIRD BANCORP

New

Shares61.1K

Event2026-03-31

Filed2026-04-13

OHI

OMEGA HEALTHCARE INVS INC

10.19%

Shares64.1K

Event2026-03-31

Filed2026-04-13

DUKE ENERGY CORP NEW

12.10%

Shares21.1K

Event2026-03-31

Filed2026-04-13

WMT

WALMART INC

0.37%

Shares22.1K

Event2026-03-31

Filed2026-04-13

PPL

PPL CORP

11.70%

Shares70.4K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

21.14%

Shares15.3K

Event2026-03-31

Filed2026-04-13

XLK

SELECT SECTOR SPDR TR

169.39%

Shares19.9K

Event2026-03-31

Filed2026-04-13

DLR

DIGITAL RLTY TR INC

13.86%

Shares14.5K

Event2026-03-31

Filed2026-04-13

IWM

ISHARES TR

36.10%

Shares10.5K

Event2026-03-31

Filed2026-04-13

IBM

INTERNATIONAL BUSINESS MACHS

9.62%

Shares10.8K

Event2026-03-31

Filed2026-04-13

DOMINION ENERGY INC

10.81%

Shares40.0K

Event2026-03-31

Filed2026-04-13

INVESCO EXCHANGE TRADED FD T

-28.61%

Shares52.2K

Event2026-03-31

Filed2026-04-13

ANNALY CAPITAL MANAGEMENT IN

11.69%

Shares114.2K

Event2026-03-31

Filed2026-04-13

VICI

VICI PPTYS INC

19.81%

Shares87.9K

Event2026-03-31

Filed2026-04-13

ETFS GOLD TR

-1.90%

Shares51.6K

Event2026-03-31

Filed2026-04-13

VYMI

VANGUARD WHITEHALL FDS

-11.90%

Shares23.8K

Event2026-03-31

Filed2026-04-13

ARCC

ARES CAPITAL CORP

16.30%

Shares121.5K

Event2026-03-31

Filed2026-04-13

BOXX

EA SERIES TRUST

111.75%

Shares17.7K

Event2026-03-31

Filed2026-04-13

INVESCO QQQ TR

9.16%

Shares3.5K

Event2026-03-31

Filed2026-04-13

EPD

ENTERPRISE PRODS PARTNERS L

40.96%

Shares48.1K

Event2026-03-31

Filed2026-04-13

OAKTREE SPECIALTY LENDING

23.89%

Shares161.0K

Event2026-03-31

Filed2026-04-13

FDUS

FIDUS INVT CORP

23.98%

Shares98.8K

Event2026-03-31

Filed2026-04-13

TSLX

SIXTH STREET SPECIALTY LENDI

23.36%

Shares90.4K

Event2026-03-31

Filed2026-04-13

VWO

VANGUARD INTL EQUITY INDEX F

-39.62%

Shares26.5K

Event2026-03-31

Filed2026-04-13

BIL

SPDR SERIES TRUST

2.26%

Shares15.5K

Event2026-03-31

Filed2026-04-13

EOG

EOG RES INC

9.92%

Shares9.4K

Event2026-03-31

Filed2026-04-13

AMAT

APPLIED MATLS INC

-7.48%

Shares4.0K

Event2026-03-31

Filed2026-04-13

EMB

ISHARES TR

-32.82%

Shares14.3K

Event2026-03-31

Filed2026-04-13

BND

VANGUARD BD INDEX FDS

-33.03%

Shares17.4K

Event2026-03-31

Filed2026-04-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-7.64%

Shares3.7K

Event2026-03-31

Filed2026-04-13

TOTALENERGIES SE

20.66%

Shares13.7K

Event2026-03-31

Filed2026-04-13

ITA

ISHARES TR

51.88%

Shares5.5K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

-7.50%

Shares3.2K

Event2026-03-31

Filed2026-04-13

HYG

ISHARES TR

-34.89%

Shares14.5K

Event2026-03-31

Filed2026-04-13

MERCK & CO INC

-1.95%

Shares9.4K

Event2026-03-31

Filed2026-04-13

LQD

ISHARES TR

-36.42%

Shares10.0K

Event2026-03-31

Filed2026-04-13

DFCF

DIMENSIONAL ETF TRUST

-36.90%

Shares25.7K

Event2026-03-31

Filed2026-04-13

HON

HONEYWELL INTL INC

-11.07%

Shares4.6K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

15.56%

Shares3.6K

Event2026-03-31

Filed2026-04-13

HELO

J P MORGAN EXCHANGE TRADED F

-1.02%

Shares16.0K

Event2026-03-31

Filed2026-04-13

DFIP

DIMENSIONAL ETF TRUST

-39.49%

Shares24.5K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

0.09%

Shares3.5K

Event2026-03-31

Filed2026-04-13

TIP

ISHARES TR

334.97%

Shares9.1K

Event2026-03-31

Filed2026-04-13

TSLA

TESLA INC

0.27%

Shares2.6K

Event2026-03-31

Filed2026-04-13

OKE

ONEOK INC NEW

12.88%

Shares10.7K

Event2026-03-31

Filed2026-04-13

CALF

PACER FDS TR

-29.91%

Shares21.2K

Event2026-03-31

Filed2026-04-13

AIRR

FIRST TR EXCHANGE TRADED FD

160.61%

Shares8.6K

Event2026-03-31

Filed2026-04-13

BTI

BRITISH AMERN TOB PLC

-26.27%

Shares16.0K

Event2026-03-31

Filed2026-04-13

JEPI

J P MORGAN EXCHANGE TRADED F

49.67%

Shares16.2K

Event2026-03-31

Filed2026-04-13

RPV

INVESCO EXCHANGE TRADED FD T

-13.63%

Shares8.4K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

-31.83%

Shares4.1K

Event2026-03-31

Filed2026-04-13

SPYI

NEOS ETF TRUST

New

Shares17.1K

Event2026-03-31

Filed2026-04-13

GENERAL MTRS CO

-10.82%

Shares10.9K

Event2026-03-31

Filed2026-04-13

BBUS

J P MORGAN EXCHANGE TRADED F

1.66%

Shares6.8K

Event2026-03-31

Filed2026-04-13

BANF

BANCFIRST CORP

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-13

OGE

OGE ENERGY CORP

-5.91%

Shares15.7K

Event2026-03-31

Filed2026-04-13

ENERGY TRANSFER L P

-9.90%

Shares38.7K

Event2026-03-31

Filed2026-04-13

WES

WESTERN MIDSTREAM PARTNERS L

72.67%

Shares18.1K

Event2026-03-31

Filed2026-04-13

PTL

NORTHERN LTS FD TR IV

11.32%

Shares3.0K

Event2026-03-31

Filed2026-04-13

FANG

DIAMONDBACK ENERGY INC

71.03%

Shares3.7K

Event2026-03-31

Filed2026-04-13

CNQ

CANADIAN NAT RES LTD MED TER

New

Shares15.0K

Event2026-03-31

Filed2026-04-13

JEPQ

J P MORGAN EXCHANGE TRADED F

48.46%

Shares13.0K

Event2026-03-31

Filed2026-04-13

IVE

ISHARES TR

117.26%

Shares3.4K

Event2026-03-31

Filed2026-04-13

EIX

EDISON INTL

-9.17%

Shares9.5K

Event2026-03-31

Filed2026-04-13

AOA

ISHARES TR

-10.88%

Shares7.4K

Event2026-03-31

Filed2026-04-13

CRAK

VANECK ETF TRUST

New

Shares13.0K

Event2026-03-31

Filed2026-04-13

APOLLO GLOBAL MGMT INC

-2.86%

Shares5.5K

Event2026-03-31

Filed2026-04-13

BMY

BRISTOL-MYERS SQUIBB CO

11.71%

Shares10.0K

Event2026-03-31

Filed2026-04-13

PBR.A

PETROLEO BRASILEIRO S A

0.00%

Shares30.0K

Event2026-03-31

Filed2026-04-13

JIRE

J P MORGAN EXCHANGE TRADED F

New

Shares7.3K

Event2026-03-31

Filed2026-04-13

HASI

HA SUSTAINABLE INFRA CAP INC

-13.02%

Shares14.9K

Event2026-03-31

Filed2026-04-13

NEM

NEWMONT CORP

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-13

EMR

EMERSON ELEC CO

-13.17%

Shares4.0K

Event2026-03-31

Filed2026-04-13

COIN

COINBASE GLOBAL INC

New

Shares3.0K

Event2026-03-31

Filed2026-04-13

MLPX

GLOBAL X FDS

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-13

SPDW

SPDR INDEX SHS FDS

6.89%

Shares11.0K

Event2026-03-31

Filed2026-04-13

IVW

ISHARES TR

128.84%

Shares4.4K

Event2026-03-31

Filed2026-04-13

ENI SPA

New

Shares8.5K

Event2026-03-31

Filed2026-04-13

LMT

LOCKHEED MARTIN CORP

-10.27%

Shares795

Event2026-03-31

Filed2026-04-13

VUG

VANGUARD INDEX FDS

9.37%

Shares1.1K

Event2026-03-31

Filed2026-04-13

SLVR

SPROTT FDS TR

-20.00%

Shares8.0K

Event2026-03-31

Filed2026-04-13

NZF

NUVEEN MUN CR INCOME FD

0.00%

Shares38.7K

Event2026-03-31

Filed2026-04-13

ASO

ACADEMY SPORTS & OUTDOORS IN

-14.18%

Shares8.2K

Event2026-03-31

Filed2026-04-13

SHEL

SHELL PLC

0.04%

Shares4.9K

Event2026-03-31

Filed2026-04-13

LNG

CHENIERE ENERGY INC

New

Shares1.5K

Event2026-03-31

Filed2026-04-13

CIBR

FIRST TR EXCHANGE-TRADED FD

-16.33%

Shares6.6K

Event2026-03-31

Filed2026-04-13

PEP

PEPSICO INC

0.73%

Shares2.6K

Event2026-03-31

Filed2026-04-13

VYM

VANGUARD WHITEHALL FDS

55.24%

Shares2.7K

Event2026-03-31

Filed2026-04-13

AOM

ISHARES TR

-12.59%

Shares8.4K

Event2026-03-31

Filed2026-04-13

BKLN

INVESCO EXCH TRADED FD TR II

New

Shares19.1K

Event2026-03-31

Filed2026-04-13

BSX

BOSTON SCIENTIFIC CORP

-14.34%

Shares6.0K

Event2026-03-31

Filed2026-04-13

PSX

PHILLIPS 66

New

Shares2.1K

Event2026-03-31

Filed2026-04-13

JCPB

J P MORGAN EXCHANGE TRADED F

10.88%

Shares7.9K

Event2026-03-31

Filed2026-04-13

DINO

HF SINCLAIR CORP

New

Shares6.0K

Event2026-03-31

Filed2026-04-13

COCA COLA CO

0.73%

Shares4.9K

Event2026-03-31

Filed2026-04-13

ASTRAZENECA PLC

New

Shares1.9K

Event2026-03-31

Filed2026-04-13

VDE

VANGUARD WORLD FD

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-13

ALK

ALASKA AIR GROUP INC

-13.93%

Shares9.7K

Event2026-03-31

Filed2026-04-13

TGT

TARGET CORP

0.45%

Shares2.9K

Event2026-03-31

Filed2026-04-13

IUSB

ISHARES TR

New

Shares7.6K

Event2026-03-31

Filed2026-04-13

DYNF

BLACKROCK ETF TRUST

New

Shares5.9K

Event2026-03-31

Filed2026-04-13

IEMG

ISHARES INC

New

Shares4.9K

Event2026-03-31

Filed2026-04-13

JBND

J P MORGAN EXCHANGE TRADED F

1.33%

Shares6.3K

Event2026-03-31

Filed2026-04-13

JAVA

J P MORGAN EXCHANGE TRADED F

-0.36%

Shares4.7K

Event2026-03-31

Filed2026-04-13

BBAG

J P MORGAN EXCHANGE TRADED F

1.24%

Shares7.3K

Event2026-03-31

Filed2026-04-13

EQNR

EQUINOR ASA

New

Shares8.0K

Event2026-03-31

Filed2026-04-13

XLI

SELECT SECTOR SPDR TR

New

Shares2.1K

Event2026-03-31

Filed2026-04-13

BOEING CO

3.70%

Shares1.7K

Event2026-03-31

Filed2026-04-13

GBUG

SPROTT FDS TR

8.96%

Shares7.3K

Event2026-03-31

Filed2026-04-13

JGRO

J P MORGAN EXCHANGE TRADED F

8.71%

Shares3.9K

Event2026-03-31

Filed2026-04-13

ABBV

ABBVIE INC

15.29%

Shares1.5K

Event2026-03-31

Filed2026-04-13

PHYS

SPROTT ASSET MANAGEMENT LP

27.40%

Shares9.3K

Event2026-03-31

Filed2026-04-13

WDC

WESTERN DIGITAL CORP

-17.63%

Shares1.2K

Event2026-03-31

Filed2026-04-13

CVS

CVS HEALTH CORP

1.98%

Shares4.5K

Event2026-03-31

Filed2026-04-13

VGT

VANGUARD WORLD FD

-52.73%

Shares459

Event2026-03-31

Filed2026-04-13

RTX

RTX CORPORATION

30.25%

Shares1.6K

Event2026-03-31

Filed2026-04-13

LYV

LIVE NATION ENTERTAINMENT IN

-12.84%

Shares2.0K

Event2026-03-31

Filed2026-04-13

BAC

BANK AMERICA CORP

5.39%

Shares6.3K

Event2026-03-31

Filed2026-04-13

PROCTER & GAMBLE CO

5.62%

Shares2.1K

Event2026-03-31

Filed2026-04-13

XLP

SELECT SECTOR SPDR TR

1.58%

Shares3.7K

Event2026-03-31

Filed2026-04-13

QCOM

QUALCOMM INC

17.61%

Shares2.3K

Event2026-03-31

Filed2026-04-13

VST

VISTRA CORP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-13

AFL

AFLAC INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-13

GDX

VANECK ETF TRUST

New

Shares3.2K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

4.87%

Shares1.0K

Event2026-03-31

Filed2026-04-13

SPYM

SPDR SERIES TRUST

3.91%

Shares3.7K

Event2026-03-31

Filed2026-04-13

GILD

GILEAD SCIENCES INC

New

Shares2.0K

Event2026-03-31

Filed2026-04-13

ZIM

ZIM INTEGRATED SHIPPING SERV

5.90%

Shares10.6K

Event2026-03-31

Filed2026-04-13

SIL

GLOBAL X FDS

1.02%

Shares3.1K

Event2026-03-31

Filed2026-04-13

OEF

ISHARES TR

New

Shares872

Event2026-03-31

Filed2026-04-13

NVG

NUVEEN AMT FREE MUN CR INC F

0.00%

Shares22.2K

Event2026-03-31

Filed2026-04-13

SCHD

SCHWAB STRATEGIC TR

New

Shares8.8K

Event2026-03-31

Filed2026-04-13

JNJ

JOHNSON & JOHNSON

3.79%

Shares1.1K

Event2026-03-31

Filed2026-04-13

NTAP

NETAPP INC

New

Shares2.6K

Event2026-03-31

Filed2026-04-13

VONG

VANGUARD SCOTTSDALE FDS

-0.78%

Shares2.4K

Event2026-03-31

Filed2026-04-13

AEE

AMEREN CORP

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-13

NMZ

NUVEEN MUN HIGH INCOME OPPOR

0.00%

Shares25.1K

Event2026-03-31

Filed2026-04-13

INCY

INCYTE CORP

26.36%

Shares2.7K

Event2026-03-31

Filed2026-04-13

WSM

WILLIAMS SONOMA INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-13

VLO

VALERO ENERGY CORP

New

Shares1.0K

Event2026-03-31

Filed2026-04-13

HUM

HUMANA INC

-12.52%

Shares1.5K

Event2026-03-31

Filed2026-04-13

ZDEK

INNOVATOR ETFS TRUST

0.00%

Shares9.7K

Event2026-03-31

Filed2026-04-13

DECK

DECKERS OUTDOOR CORP

New

Shares2.5K

Event2026-03-31

Filed2026-04-13

INNOVATOR ETFS TRUST

0.00%

Shares9.4K

Event2026-03-31

Filed2026-04-13

HEQT

SIMPLIFY EXCHANGE TRADED FUN

0.33%

Shares7.9K

Event2026-03-31

Filed2026-04-13

KHC

KRAFT HEINZ CO

New

Shares11.0K

Event2026-03-31

Filed2026-04-13

FOXA

FOX CORP

26.02%

Shares4.2K

Event2026-03-31

Filed2026-04-13

EFV

ISHARES TR

New

Shares3.2K

Event2026-03-31

Filed2026-04-13

MATCH GROUP INC NEW

New

Shares7.8K

Event2026-03-31

Filed2026-04-13

NXP

NUVEEN SELECT TAX-FREE INCOM

0.00%

Shares16.5K

Event2026-03-31

Filed2026-04-13

SCHX

SCHWAB STRATEGIC TR

New

Shares9.0K

Event2026-03-31

Filed2026-04-13

GIS

GENERAL MILLS INC

New

Shares6.2K

Event2026-03-31

Filed2026-04-13

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

26.34%

Shares3.7K

Event2026-03-31

Filed2026-04-13

LULU

LULULEMON ATHLETICA INC

25.30%

Shares1.5K

Event2026-03-31

Filed2026-04-13

VEA

VANGUARD TAX-MANAGED FDS

New

Shares3.5K

Event2026-03-31

Filed2026-04-13

NNN

NNN REIT INC

0.67%

Shares5.3K

Event2026-03-31

Filed2026-04-13

AMD

ADVANCED MICRO DEVICES INC

-71.11%

Shares1.1K

Event2026-03-31

Filed2026-04-13

RJF

RAYMOND JAMES FINL INC

New

Shares1.5K

Event2026-03-31

Filed2026-04-13

PAYC

PAYCOM SOFTWARE INC

New

Shares1.8K

Event2026-03-31

Filed2026-04-13

PLTR

PALANTIR TECHNOLOGIES INC

8.79%

Shares1.5K

Event2026-03-31

Filed2026-04-13

TROW

PRICE T ROWE GROUP INC

New

Shares2.4K

Event2026-03-31

Filed2026-04-13

LITE

LUMENTUM HLDGS INC

New

Shares300

Event2026-03-31

Filed2026-04-13

MPLX

MPLX LP

New

Shares3.7K

Event2026-03-31

Filed2026-04-13

LOW

LOWES COS INC

New

Shares887

Event2026-03-31

Filed2026-04-13

MAIN

MAIN STR CAP CORP

4.44%

Shares3.9K

Event2026-03-31

Filed2026-04-13

GLTR

ABRDN PRECIOUS METALS BASKET

New

Shares950

Event2026-03-31

Filed2026-04-13

LCTU

BLACKROCK ETF TRUST

New

Shares3.0K

Event2026-03-31

Filed2026-04-13

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares314

Event2026-03-31

Filed2026-04-13

RYDER SYS INC

New

Shares995

Event2026-03-31

Filed2026-04-13

ACCENTURE PLC IRELAND

29.95%

Shares1.0K

Event2026-03-31

Filed2026-04-13

FORD MTR CO

3.54%

Shares15.8K

Event2026-03-31

Filed2026-04-13

GDOT

GREEN DOT CORP

0.00%

Shares14.8K

Event2026-03-31

Filed2026-04-13

IIM

INVESCO VALUE MUN INCOME TR

0.00%

Shares12.9K

Event2026-03-31

Filed2026-04-13

NAD

NUVEEN QUALITY MUNCP INCOME

0.00%

Shares13.4K

Event2026-03-31

Filed2026-04-13

NEA

NUVEEN AMT FREE QLTY MUN INC

0.00%

Shares13.6K

Event2026-03-31

Filed2026-04-13

NAZ

NUVEEN ARIZONA QLTY MUN INC

0.00%

Shares11.9K

Event2026-03-31

Filed2026-04-13

NUV

NUVEEN MUN VALUE FD INC

0.00%

Shares13.0K

Event2026-03-31

Filed2026-04-13

SLQT

SELECTQUOTE INC

0.00%

Shares19.5K

Event2026-03-31

Filed2026-04-13

PRPL

PURPLE INNOVATION INC

New

Shares13.0K

Event2026-03-31

Filed2026-04-13

Call Option Holdings

SLV Call CallISHARES SILVER TR20.0K sharesnew addition2026-03-312026-04-13

SLV Call

ISHARES SILVER TR

New

Shares20.0K

Event2026-03-31

Filed2026-04-13

Put Option Holdings

No put option holdings data available