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

Currently, Prime Capital Investment Advisors, LLC holds 1025 types of securities in its portfolio with a total value $8.6B. In the most recent quarter, they have increased their positions in IVV (+230.8K shares, valued at $150.8M), FESM (+2.7M shares, valued at $104.3M), AVEM (+756.0K shares, valued at $60.9M); decreased their positions in AGG (-1.2M shares, valued at $121.7M), DGRW (-456.1K shares, valued at $40.1M), SCHF (-1.4M shares, valued at $34.7M); initiated new positions in AVEM (+756.0K shares, valued at $60.9M), PSQO (+2.4M shares, valued at $48.9M), PYLD (+1.7M shares, valued at $45.2M).

1M P&L

+218.7M+2.57%

3M P&L

-108.8M-1.23%

HY P&L

+102.1M+1.18%

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/A5.7B

71.4%

2Semiconductors277.1M

3.5%

3Consumer Electronics198.3M

2.5%

Top Industries by Stock Count

1N/A441 stocks

46.2%

2Banks - Regional23 stocks

2.4%

3Software - Application17 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AGG ISHARES TR CORE US AGGBD ET3.7M shares-24.99%2026-03-312026-05-08

VTI VANGUARD INDEX FDS TOTAL STK MKT1.1M shares-2.69%2026-03-312026-05-08

IVV ISHARES TR CORE S&P500 ETF467.0K shares97.72%2026-03-312026-05-08

ITOT ISHARES TR CORE S&P TTL STK1.6M shares4.44%2026-03-312026-05-08

SCHX SCHWAB STRATEGIC TR US LRG CAP ETF8.9M shares-11.05%2026-03-312026-05-08

AAPL APPLE INC COM780.0K shares-2.88%2026-03-312026-05-08

NVDA NVIDIA CORPORATION COM1.1M shares0.88%2026-03-312026-05-08

VGK VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF1.9M shares-5.43%2026-03-312026-05-08

Sponsored

VTV VANGUARD INDEX FDS VALUE ETF676.7K shares-2.90%2026-03-312026-05-08

VANGUARD INDEX FDS S&P 500 ETF SHS VANGUARD INDEX FDS S&P 500 ETF SHS203.5K shares-1.07%2026-03-312026-05-08

MSFT MICROSOFT CORP COM324.3K shares-2.17%2026-03-312026-05-08

FESM FIDELITY COVINGTON TRUST ENHANCED SMALL3.1M shares746.55%2026-03-312026-05-08

INVESCO QQQ TR UNIT SER 1 INVESCO QQQ TR UNIT SER 1204.4K shares1.17%2026-03-312026-05-08

SCHF SCHWAB STRATEGIC TR INTL EQTY ETF4.4M shares-24.05%2026-03-312026-05-08

AMZN AMAZON COM INC COM513.8K shares-2.93%2026-03-312026-05-08

BND VANGUARD BD INDEX FDS TOTAL BND MRKT1.4M shares6.02%2026-03-312026-05-08

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SPY STATE STR SPDR S&P 500 ETF T TR UNIT157.5K shares7.80%2026-03-312026-05-08

IXUS ISHARES TR CORE MSCI TOTAL1.2M shares0.73%2026-03-312026-05-08

DGRW WISDOMTREE TR US QTLY DIV GRT1.1M shares-29.70%2026-03-312026-05-08

VTEB VANGUARD MUN BD FDS TAX EXEMPT BD1.9M shares-0.80%2026-03-312026-05-08

AVLV AMERICAN CENTY ETF TR US LARGE CAP VLU1.2M shares-8.52%2026-03-312026-05-08

IJS ISHARES TR SP SMCP600VL ETF775.0K shares-1.23%2026-03-312026-05-08

XTEN BONDBLOXX ETF TRUST BLOOMBERG TEN YR2.0M shares35.38%2026-03-312026-05-08

QUAL ISHARES TR MSCI USA QLT FCT459.4K shares-4.88%2026-03-312026-05-08

Sponsored

BROADCOM INC COM BROADCOM INC COM253.6K shares-4.18%2026-03-312026-05-08

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A261.4K shares-3.47%2026-03-312026-05-08

WMT WALMART INC COM561.4K shares-1.77%2026-03-312026-05-08

MUB ISHARES TR NATIONAL MUN ETF645.8K shares0.21%2026-03-312026-05-08

MGK VANGUARD WORLD FD MEGA GRWTH IND185.1K shares1.16%2026-03-312026-05-08

BNDX VANGUARD CHARLOTTE FDS TOTAL INT BD ETF1.4M shares7.20%2026-03-312026-05-08

VPL VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF654.6K shares-3.09%2026-03-312026-05-08

SCHG SCHWAB STRATEGIC TR US LCAP GR ETF2.2M shares41.80%2026-03-312026-05-08

Sponsored

IEMG ISHARES INC CORE MSCI EMKT898.4K shares378.53%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW127.6K shares0.07%2026-03-312026-05-08

AVEM AMERICAN CENTY ETF TR AVANTIS EMGMKT756.0K sharesnew addition2026-03-312026-05-08

SCHP SCHWAB STRATEGIC TR US TIPS ETF2.3M shares5.81%2026-03-312026-05-08

LLY ELI LILLY & CO COM65.2K shares-7.87%2026-03-312026-05-08

SCHM SCHWAB STRATEGIC TR US MID-CAP ETF1.9M shares14.00%2026-03-312026-05-08

IEFA ISHARES TR CORE MSCI EAFE637.7K shares-8.42%2026-03-312026-05-08

VGLT VANGUARD SCOTTSDALE FDS LONG TERM TREAS1.0M shares-0.77%2026-03-312026-05-08

Sponsored

BSV VANGUARD BD INDEX FDS SHORT TRM BOND725.6K shares0.45%2026-03-312026-05-08

EFA ISHARES TR MSCI EAFE ETF571.7K shares-4.05%2026-03-312026-05-08

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C179.8K shares-14.72%2026-03-312026-05-08

PSQO PALMER SQUARE FUNDS TR CR OPPORTUNITIES2.4M sharesnew addition2026-03-312026-05-08

AVUV AMERICAN CENTY ETF TR US SML CP VALU439.2K shares-39.63%2026-03-312026-05-08

XOM EXXON MOBIL CORP COM281.7K shares-4.75%2026-03-312026-05-08

META META PLATFORMS INC CL A83.1K shares-1.47%2026-03-312026-05-08

USRT ISHARES TR CRE U S REIT ETF774.0K shares12631.02%2026-03-312026-05-08

Sponsored

COST COSTCO WHOLESALE CORPORATION COM45.7K shares0.00%2026-03-312026-05-08

PYLD PIMCO ETF TR MULTISECTOR BD1.7M sharesnew addition2026-03-312026-05-08

IAGG ISHARES TR CORE INTL AGGR896.1K shares67.30%2026-03-312026-05-08

JPIB J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF927.0K shares762.92%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO COM144.5K shares-1.08%2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF194.7K shares3.14%2026-03-312026-05-08

USHY ISHARES TR BROAD USD HIGH1.1M shares5.35%2026-03-312026-05-08

HD HOME DEPOT INC COM118.6K shares-0.37%2026-03-312026-05-08

Sponsored

BINC BLACKROCK ETF TRUST II ISHARES FLEXIBLE743.2K shares3617.33%2026-03-312026-05-08

GEV GE VERNOVA INC COM44.1K shares1.84%2026-03-312026-05-08

CVX CHEVRON CORPORATION COM172.4K shares20.74%2026-03-312026-05-08

RTX RTX CORPORATION COM182.4K shares2.02%2026-03-312026-05-08

PLTR PALANTIR TECHNOLOGIES INC CL A226.8K shares-4.98%2026-03-312026-05-08

GOVT ISHARES TR US TREAS BD ETF1.4M shares-10.59%2026-03-312026-05-08

TSLA TESLA INC COM86.5K shares3.35%2026-03-312026-05-08

EATON CORP PLC SHS EATON CORP PLC SHS88.7K shares67.63%2026-03-312026-05-08

Sponsored

STIP ISHARES TR 0-5 YR TIPS ETF302.6K shares4.54%2026-03-312026-05-08

AVDE AMERICAN CENTY ETF TR INTL EQT ETF366.3K shares8467.37%2026-03-312026-05-08

NFLX NETFLIX INC. COM323.0K shares15.33%2026-03-312026-05-08

VNQ VANGUARD INDEX FDS REAL ESTATE ETF349.9K shares-0.00%2026-03-312026-05-08

BUFD FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED1.1M shares8155.41%2026-03-312026-05-08

IGSB ISHARES TR ISHS 1-5YR INVS569.2K shares2.62%2026-03-312026-05-08

TIP ISHARES TR TIPS BD ETF270.5K shares5.52%2026-03-312026-05-08

AGGY WISDOMTREE TR YIELD ENHANCD US675.9K sharesnew addition2026-03-312026-05-08

Sponsored

V VISA INC COM CL A96.2K shares-1.41%2026-03-312026-05-08

DFAE DIMENSIONAL ETF TRUST EMGR CRE EQT MNG850.8K shares-1.18%2026-03-312026-05-08

ABBV ABBVIE INC COM131.5K shares1.45%2026-03-312026-05-08

JEPI J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM500.3K shares165.75%2026-03-312026-05-08

ISHARES GOLD TR ISHARES NEW ISHARES GOLD TR ISHARES NEW315.6K shares1.15%2026-03-312026-05-08

TSM TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS80.8K shares-4.45%2026-03-312026-05-08

AVDV AMERICAN CENTY ETF TR INTL SMCP VLU261.6K shares-4.31%2026-03-312026-05-08

AMD ADVANCED MICRO DEVICES INC COM121.8K shares1.21%2026-03-312026-05-08

Sponsored

PG PROCTER & GAMBLE CO COM164.8K shares1.34%2026-03-312026-05-08

SPYG SPDR SERIES TRUST STATE STREET SPD235.3K shares1.44%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON COM92.8K shares6.93%2026-03-312026-05-08

MTUM ISHARES TR MSCI USA MMENTM94.0K shares273.27%2026-03-312026-05-08

FTEC FIDELITY COVINGTON TRUST MSCI INFO TECH I105.6K shares3472.79%2026-03-312026-05-08

CAT CATERPILLAR INC COM29.6K shares8.31%2026-03-312026-05-08

IVW ISHARES TR S&P 500 GRWT ETF183.5K shares104.71%2026-03-312026-05-08

IWF ISHARES TR RUS 1000 GRW ETF48.2K shares27.21%2026-03-312026-05-08

Sponsored

SCHV SCHWAB STRATEGIC TR US LCAP VA ETF659.7K shares-6.91%2026-03-312026-05-08

AXP AMERICAN EXPRESS CO COM65.5K shares-4.04%2026-03-312026-05-08

IEUR ISHARES TR CORE MSCI EURO269.9K shares-0.99%2026-03-312026-05-08

JEPQ J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM337.0K shares7.88%2026-03-312026-05-08

BUFR FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED547.8K shares1784.93%2026-03-312026-05-08

VUG VANGUARD INDEX FDS GROWTH ETF41.4K shares-2.12%2026-03-312026-05-08

BIV VANGUARD BD INDEX FDS INTERMED TERM233.2K shares-1.83%2026-03-312026-05-08

FBND FIDELITY MERRIMACK STR TR TOTAL BD ETF392.3K shares81.88%2026-03-312026-05-08

Sponsored

UBER UBER TECHNOLOGIES INC COM244.8K shares-3.44%2026-03-312026-05-08

BGIG ETF SER SOLUTIONS BAHL & GAYNOR IN527.2K shares4.06%2026-03-312026-05-08

QSIG WISDOMTREE TR US SHT TRM CORP357.6K shares1.53%2026-03-312026-05-08

TAXF AMERICAN CENTY ETF TR DIVERSIFIED MU339.5K shares957.94%2026-03-312026-05-08

IEF ISHARES TR 7-10 YR TRSY BD176.5K shares-9.56%2026-03-312026-05-08

ET ENERGY TRANSFER L P COM UT LTD PTN871.7K shares-1.57%2026-03-312026-05-08

IJR ISHARES TR CORE S&P SCP ETF134.5K shares-0.83%2026-03-312026-05-08

DFAC DIMENSIONAL ETF TRUST US CORE EQUITY 2420.2K shares-0.93%2026-03-312026-05-08

Sponsored

TMO THERMO FISHER SCIENTIFIC INC COM33.0K shares-2.88%2026-03-312026-05-08

FDVV FIDELITY COVINGTON TRUST HIGH DIVID ETF290.3K shares-2.97%2026-03-312026-05-08

RDVI FIRST TR EXCHANGE-TRADED FD FT VEST RIS622.0K shares1.59%2026-03-312026-05-08

HWM HOWMET AEROSPACE INC COM68.0K shares-2.07%2026-03-312026-05-08

SUB ISHARES TR SHRT NAT MUN ETF147.0K shares0.23%2026-03-312026-05-08

MAR MARRIOTT INTL INC NEW CL A46.9K shares52.16%2026-03-312026-05-08

GE AEROSPACE COM NEW GE AEROSPACE COM NEW53.4K shares-0.49%2026-03-312026-05-08

UNP UNION PAC CORP COM60.6K shares-10.47%2026-03-312026-05-08

Sponsored

MA MASTERCARD INCORPORATED CL A29.3K shares-1.32%2026-03-312026-05-08

JMST J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL285.8K sharesnew addition2026-03-312026-05-08

ARISTA NETWORKS INC COM SHS ARISTA NETWORKS INC COM SHS115.6K shares9.02%2026-03-312026-05-08

SCHA SCHWAB STRATEGIC TR US SML CAP ETF487.6K shares-2.20%2026-03-312026-05-08

PANW PALO ALTO NETWORKS INC COM88.2K shares-4.51%2026-03-312026-05-08

FLRN SPDR SERIES TRUST STATE STREET SPD449.4K shares2.88%2026-03-312026-05-08

XLK SELECT SECTOR SPDR TR STATE STREET TEC101.6K shares-0.93%2026-03-312026-05-08

HEFA ISHARES TR HDG MSCI EAFE311.8K shares-4.82%2026-03-312026-05-08

Sponsored

MCD MCDONALDS CORP COM41.9K shares-2.35%2026-03-312026-05-08

IWY ISHARES TR RUS TP200 GR ETF51.1K shares6.05%2026-03-312026-05-08

IWR ISHARES TR RUS MID CAP ETF130.8K shares19.73%2026-03-312026-05-08

ABT ABBOTT LABORATORIES COM117.6K shares-0.95%2026-03-312026-05-08

ROCKET LAB CORP COM ROCKET LAB CORP COM186.8K shares-1.43%2026-03-312026-05-08

CAIE CALAMOS ETF TR AUTOCALLABLE INC471.7K shares146.71%2026-03-312026-05-08

VXUS VANGUARD STAR FDS VG TL INTL STK F153.6K shares1.65%2026-03-312026-05-08

ILCG ISHARES TR MORNINGSTAR GRWT122.2K shares4.49%2026-03-312026-05-08

Sponsored

ALPS ETF TR ALERIAN MLP ALPS ETF TR ALERIAN MLP220.7K shares-1.30%2026-03-312026-05-08

PEP PEPSICO INC COM74.2K shares1.89%2026-03-312026-05-08

ORLY OREILLY AUTOMOTIVE INC COM123.4K shares0.39%2026-03-312026-05-08

SEAGATE TECHNOLOGY HLDNGS PL ORD SHS SEAGATE TECHNOLOGY HLDNGS PL ORD SHS29.0K shares-12.55%2026-03-312026-05-08

GLD SPDR GOLD TR GOLD SHS25.9K shares-4.53%2026-03-312026-05-08

SPGI S&P GLOBAL INC COM26.2K shares-10.75%2026-03-312026-05-08

SPDR SERIES TRUST STATE STREET SPD SPDR SERIES TRUST STATE STREET SPD112.5K shares-0.99%2026-03-312026-05-08

REGN REGENERON PHARMACEUTICALS COM13.9K shares8.86%2026-03-312026-05-08

Sponsored

NOW SERVICENOW INC COM102.3K shares24.92%2026-03-312026-05-08

JPST J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF210.4K shares-14.68%2026-03-312026-05-08

KO COCA COLA CO COM139.5K shares-4.55%2026-03-312026-05-08

IJH ISHARES TR CORE S&P MCP ETF155.5K shares3.72%2026-03-312026-05-08

IGIB ISHARES TR ISHS 5-10YR INVT196.8K shares-6.08%2026-03-312026-05-08

GRID FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE63.9K shares160.45%2026-03-312026-05-08

SHV ISHARES TR TRUST ISHARE 0-194.0K shares328.43%2026-03-312026-05-08

VEA VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT158.9K shares10.19%2026-03-312026-05-08

Sponsored

CLOA BLACKROCK ETF TRUST II ISHARES AAA CLO195.7K shares566.29%2026-03-312026-05-08

BAC BANK AMERICA CORP COM206.8K shares-6.74%2026-03-312026-05-08

SHM SPDR SERIES TRUST STATE STREET SPD208.4K shares-6.37%2026-03-312026-05-08

SCHB SCHWAB STRATEGIC TR US BRD MKT ETF394.4K shares-2.90%2026-03-312026-05-08

SCHE SCHWAB STRATEGIC TR EMRG MKTEQ ETF300.1K shares-7.49%2026-03-312026-05-08

SMIG ETF SER SOLUTIONS BAHL GAYNOR SML336.6K shares5.32%2026-03-312026-05-08

HOOD ROBINHOOD MKTS INC COM CL A140.4K shares19.12%2026-03-312026-05-08

MU MICRON TECHNOLOGY INC COM28.6K shares4.89%2026-03-312026-05-08

Sponsored

IBM INTERNATIONAL BUSINESS MACHS COM39.8K shares0.30%2026-03-312026-05-08

PPH VANECK ETF TRUST PHARMACEUTCL ETF92.9K shares-1.28%2026-03-312026-05-08

XLU SELECT SECTOR SPDR TR STATE STREET UTI208.3K shares-1.16%2026-03-312026-05-08

GS GOLDMAN SACHS GROUP INC COM11.3K shares-11.73%2026-03-312026-05-08

XLP SELECT SECTOR SPDR TR STATE STREET CON115.5K shares-0.89%2026-03-312026-05-08

CRM SALESFORCE INC COM50.4K shares6.99%2026-03-312026-05-08

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW71.0K shares104.15%2026-03-312026-05-08

IQDG WISDOMTREE TR INTL QULTY DIV224.8K shares0.14%2026-03-312026-05-08

Sponsored

TJX TJX COS INC NEW COM56.5K shares-7.53%2026-03-312026-05-08

IYW ISHARES TR U.S. TECH ETF49.0K shares4.26%2026-03-312026-05-08

LAM RESEARCH CORP COM NEW LAM RESEARCH CORP COM NEW41.0K shares-7.16%2026-03-312026-05-08

DBEF DBX ETF TR XTRACK MSCI EAFE176.6K shares-3.41%2026-03-312026-05-08

ACIO ETF SER SOLUTIONS APTUS COLLRD INV205.1K shares21.59%2026-03-312026-05-08

RWL INVESCO EXCH TRADED FD TR II S&P 500 REVENUE73.6K shares4.17%2026-03-312026-05-08

ORCL ORACLE CORP COM56.4K shares0.45%2026-03-312026-05-08

DYNF BLACKROCK ETF TRUST ISHARES US EQUIT141.3K shares2588.77%2026-03-312026-05-08

Sponsored

SPYM SPDR SERIES TRUST STATE STREET SPD103.3K shares25.29%2026-03-312026-05-08

NEE NEXTERA ENERGY INC COM84.6K shares2.25%2026-03-312026-05-08

HIMU BLACKROCK ETF TRUST II ISHARES HIGH YIE163.3K sharesnew addition2026-03-312026-05-08

CGDV CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI183.9K shares17.12%2026-03-312026-05-08

DE DEERE & CO COM13.5K shares-1.79%2026-03-312026-05-08

VO VANGUARD INDEX FDS MID CAP ETF25.5K shares-1.21%2026-03-312026-05-08

ASML ASML HLDG NV N Y REGISTRY SHS5.5K shares-17.26%2026-03-312026-05-08

SNPS SYNOPSYS INC COM18.3K shares-33.36%2026-03-312026-05-08

Sponsored

UNH UNITEDHEALTH GROUP INC COM26.7K shares-6.74%2026-03-312026-05-08

LNG CHENIERE ENERGY INC COM NEW25.3K shares6.89%2026-03-312026-05-08

ROK ROCKWELL AUTOMATION INC COM19.9K shares2.20%2026-03-312026-05-08

VYM VANGUARD WHITEHALL FDS HIGH DIV YLD47.8K shares-2.47%2026-03-312026-05-08

KFY KORN FERRY COM NEW112.3K shares0.01%2026-03-312026-05-08

DVY ISHARES TR SELECT DIVID ETF46.3K shares2.71%2026-03-312026-05-08

DRSK ETF SER SOLUTIONS APTUS DEFINED256.2K shares16.32%2026-03-312026-05-08

BA BOEING CO COM35.1K shares11.57%2026-03-312026-05-08

Sponsored

USFR WISDOMTREE TR FLOATNG RAT TREA138.6K sharesnew addition2026-03-312026-05-08

LMT LOCKHEED MARTIN CORP COM11.4K shares-3.35%2026-03-312026-05-08

IWM ISHARES TR RUSSELL 2000 ETF27.8K shares-0.66%2026-03-312026-05-08

PNC PNC FINL SVCS GROUP INC COM32.9K shares1.79%2026-03-312026-05-08

NUKZ EXCHANGE TRADED CONCEPTS TRU RANGE NUCLEAR RE103.0K sharesnew addition2026-03-312026-05-08

SCHC SCHWAB STRATEGIC TR INTL SCEQT ETF142.0K shares-0.26%2026-03-312026-05-08

VXF VANGUARD INDEX FDS EXTEND MKT ETF32.1K shares3.94%2026-03-312026-05-08

DUSB DIMENSIONAL ETF TRUST ULTRASHORT FIXED129.4K shares1730.26%2026-03-312026-05-08

Sponsored

CDX SIMPLIFY EXCHANGE TRADED FUN HIGH YIELD ETF305.4K shares5.57%2026-03-312026-05-08

PROFESIONALLY MANAGED PORTFO AKRE FOCUS ETF PROFESIONALLY MANAGED PORTFO AKRE FOCUS ETF121.6K shares-4.39%2026-03-312026-05-08

PKW INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV48.4K shares3.05%2026-03-312026-05-08

MPC MARATHON PETE CORP COM25.6K shares-0.73%2026-03-312026-05-08

LOW LOWES COS INC COM26.3K shares51.93%2026-03-312026-05-08

AMGN AMGEN INC COM17.5K shares-9.29%2026-03-312026-05-08

SBAR SIMPLIFY EXCHANGE TRADED FUN BARRIER INCOME247.3K sharesnew addition2026-03-312026-05-08

VGT VANGUARD WORLD FD INF TECH ETF8.7K shares-5.45%2026-03-312026-05-08

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IWD ISHARES TR RUS 1000 VAL ETF28.1K shares5.36%2026-03-312026-05-08

CLX CLOROX CO DEL COM57.1K shares2636.80%2026-03-312026-05-08

XMMO INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM40.3K shares2.50%2026-03-312026-05-08

DIA STATE STR SPDR DOW JONES IND UT SER 112.4K shares76.31%2026-03-312026-05-08

PM PHILIP MORRIS INTL INC COM34.0K shares36.53%2026-03-312026-05-08

MERCK & CO INC COM MERCK & CO INC COM46.5K shares36.81%2026-03-312026-05-08

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XLE SELECT SECTOR SPDR TR STATE STREET ENE90.5K shares4.05%2026-03-312026-05-08

IPAC ISHARES TR CORE MSCI PAC72.0K shares0.00%2026-03-312026-05-08

EMR EMERSON ELEC CO COM41.8K shares8.38%2026-03-312026-05-08

EMLP FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY125.2K shares2.59%2026-03-312026-05-08

VBR VANGUARD INDEX FDS SM CP VAL ETF25.0K shares-3.97%2026-03-312026-05-08

XLV SELECT SECTOR SPDR TR STATE STREET HEA37.1K shares-7.29%2026-03-312026-05-08

FAST FASTENAL CO COM116.1K shares-2.87%2026-03-312026-05-08

PTRB PGIM ETF TR TOTAL RETURN BON128.0K shares3.90%2026-03-312026-05-08

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AMAT APPLIED MATLS INC COM15.5K shares-10.66%2026-03-312026-05-08

MS MORGAN STANLEY COM NEW32.0K shares-5.41%2026-03-312026-05-08

CRWD CROWDSTRIKE HLDGS INC CL A13.3K shares0.85%2026-03-312026-05-08

JMUB J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF103.2K shares52.24%2026-03-312026-05-08

WM WASTE MGMT INC DEL COM22.3K shares-1.22%2026-03-312026-05-08

CMI CUMMINS INC COM9.5K shares1.48%2026-03-312026-05-08

T AT&T INC COM174.3K shares-4.18%2026-03-312026-05-08

NOBL PROSHARES TR S&P 500 DV ARIST47.4K shares-5.50%2026-03-312026-05-08

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ADP AUTOMATIC DATA PROCESSING IN COM23.7K shares-17.75%2026-03-312026-05-08

OKE ONEOK INC NEW COM53.1K shares0.98%2026-03-312026-05-08

ONEQ FIDELITY COMWLTH TR NASDAQ COMPSIT56.0K shares4.86%2026-03-312026-05-08

BDX BECTON DICKINSON & CO COM29.9K shares-0.86%2026-03-312026-05-08

ITA ISHARES TR US AER DEF ETF21.4K shares-2.90%2026-03-312026-05-08

SO SOUTHERN CO COM48.1K shares17.94%2026-03-312026-05-08

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IDUB ETF SER SOLUTIONS APTUS INT ENH YL184.9K shares31.05%2026-03-312026-05-08

CIBR FIRST TR EXCHANGE-TRADED FD NASDAQ CYB ETF72.3K shares2.99%2026-03-312026-05-08

VRT VERTIV HOLDINGS CO COM CL A18.0K shares4.57%2026-03-312026-05-08

SMA SMARTSTOP SELF STORAG REIT I COMMON STOCK146.1K shares1.21%2026-03-312026-05-08

IVE ISHARES TR S&P 500 VAL ETF20.9K shares-4.22%2026-03-312026-05-08

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TXN TEXAS INSTRS INC COM22.4K shares-7.96%2026-03-312026-05-08

TOTL SSGA ACTIVE ETF TR STATE STREET DOU109.3K shares-0.98%2026-03-312026-05-08

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INTC INTEL CORP COM97.3K shares177.39%2026-03-312026-05-08

XLI SELECT SECTOR SPDR TR STATE STREET IND26.2K shares47.44%2026-03-312026-05-08

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SPYV SPDR SERIES TRUST STATE STREET SPD69.8K shares9.01%2026-03-312026-05-08

AEP AMERICAN ELEC PWR CO INC COM29.6K shares-1.41%2026-03-312026-05-08

IBKR INTERACTIVE BROKERS GROUP IN COM CL A57.7K shares-0.66%2026-03-312026-05-08

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ETR ENTERGY CORP NEW COM34.0K shares1.15%2026-03-312026-05-08

IGRO ISHARES TR INTL DIV GRWTH44.6K shares0.68%2026-03-312026-05-08

COP CONOCOPHILLIPS COM27.4K shares-23.85%2026-03-312026-05-08

FTCB FIRST TR EXCHANGE-TRADED FD CORE INVESTMENT172.2K shares0.90%2026-03-312026-05-08

HYMB SPDR SERIES TRUST STATE STREET SPD144.7K shares-7.16%2026-03-312026-05-08

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QCOM QUALCOMM INC COM27.8K shares-14.24%2026-03-312026-05-08

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FITB FIFTH THIRD BANCORP COM77.0K shares4.37%2026-03-312026-05-08

FHEQ FIDELITY GREENWOOD STREET TR HEDGED EQTY ETF121.5K shares45.03%2026-03-312026-05-08

FNF FIDELITY NATL FINL INC COM SHS76.6K shares-1.23%2026-03-312026-05-08

USMV ISHARES TR MSCI USA MIN VOL38.2K shares0.36%2026-03-312026-05-08

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BNL BROADSTONE NET LEASE INC COM192.1K shares-5.70%2026-03-312026-05-08

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OSCV ETF SER SOLUTIONS OPUS SML CP VL87.8K shares18.58%2026-03-312026-05-08

LQDW ISHARES TR INVT GRD CORP BD143.1K shares-55.41%2026-03-312026-05-08

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HYG ISHARES TR IBOXX HI YD ETF31.4K shares7.90%2026-03-312026-05-08

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DFUS DIMENSIONAL ETF TRUST US EQUITY MARKET21.4K shares0.00%2026-03-312026-05-08

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VCLT VANGUARD SCOTTSDALE FDS LG-TERM COR BD19.9K shares11.20%2026-03-312026-05-08

Sponsored

DGRO ISHARES TR CORE DIV GRWTH21.1K shares-2.50%2026-03-312026-05-08

VCIT VANGUARD SCOTTSDALE FDS INT-TERM CORP17.7K shares10.18%2026-03-312026-05-08

UNILEVER PLC SPON ADR NEW UNILEVER PLC SPON ADR NEW25.7K shares-3.68%2026-03-312026-05-08

PFF ISHARES TR PFD AND INCM SEC47.4K shares1.37%2026-03-312026-05-08

TD TORONTO DOMINION BK ONT COM NEW15.4K shares-5.15%2026-03-312026-05-08

ING ING GROEP N.V. SPONSORED ADR54.4K shares-10.20%2026-03-312026-05-08

DFAT DIMENSIONAL ETF TRUST US TARGETED VLU22.6K shares0.00%2026-03-312026-05-08

DFGP DIMENSIONAL ETF TRUST GLOBAL CORE PLUS26.1K shares0.78%2026-03-312026-05-08

Sponsored

APD AIR PRODUCTS AND CHEMICALS I COM4.8K shares-0.45%2026-03-312026-05-08

SMH VANECK ETF TRUST SEMICONDUCTR ETF3.7K shares22.79%2026-03-312026-05-08

BBP ETFIS SER TR I VIRTUS BIOTECH E16.8K shares-29.00%2026-03-312026-05-08

TGT TARGET CORP COM11.5K shares-7.17%2026-03-312026-05-08

CGXU CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI47.1K shares-37.00%2026-03-312026-05-08

RELX RELX PLC SPONSORED ADR41.9K shares19.59%2026-03-312026-05-08

WDC WESTERN DIGITAL CORP COM5.1K shares20.86%2026-03-312026-05-08

ACWX ISHARES TR MSCI ACWI EX US20.2K shares-16.71%2026-03-312026-05-08

Sponsored

EFAV ISHARES TR MSCI EAFE MIN VL15.2K shares-7.60%2026-03-312026-05-08

IWP ISHARES TR RUS MD CP GR ETF10.7K shares-3.05%2026-03-312026-05-08

VGSR MANAGER DIRECTED PORTFOLIOS VERT GLB SUST RE132.2K shares-25.99%2026-03-312026-05-08

TSCO TRACTOR SUPPLY CO COM30.1K shares-1.02%2026-03-312026-05-08

RHTX STARBOARD INVT TR RH TACTICAL OUTL73.5K shares0.00%2026-03-312026-05-08

XBI SPDR SERIES TRUST STATE STREET SPD10.7K shares0.22%2026-03-312026-05-08

FQAL FIDELITY COVINGTON TRUST QLTY FCTOR ETF18.7K shares17.61%2026-03-312026-05-08

MCK MCKESSON CORP COM1.5K shares-0.13%2026-03-312026-05-08

Sponsored

TLT ISHARES TR 20 YR TR BD ETF15.3K shares-0.63%2026-03-312026-05-08

COF CAPITAL ONE FINL CORP COM7.2K shares-28.38%2026-03-312026-05-08

SCCO SOUTHERN COPPER CORP COM7.7K shares0.88%2026-03-312026-05-08

VOX VANGUARD WORLD FD COMM SRVC ETF7.3K shares-6.97%2026-03-312026-05-08

XLY SELECT SECTOR SPDR TR STATE STREET CON12.1K shares-0.63%2026-03-312026-05-08

PCMM BONDBLOXX ETF TRUST BONDBLOXX PRIVAT26.6K shares-27.56%2026-03-312026-05-08

RSG REPUBLIC SVCS INC COM5.9K shares1.49%2026-03-312026-05-08

ERO ERO COPPER CORP COM48.6K sharesnew addition2026-03-312026-05-08

Sponsored

D DOMINION ENERGY INC COM20.9K shares3.02%2026-03-312026-05-08

PHO INVESCO EXCHANGE TRADED FD T WATER RES ETF19.3K shares-28.17%2026-03-312026-05-08

INTU INTUIT COM3.0K shares-61.84%2026-03-312026-05-08

WELL WELLTOWER INC COM6.5K shares3.64%2026-03-312026-05-08

SNDK SANDISK CORP COM2.0K sharesnew addition2026-03-312026-05-08

APH AMPHENOL CORP CL A10.0K shares7.76%2026-03-312026-05-08

PAYX PAYCHEX INC COM13.6K shares-4.77%2026-03-312026-05-08

CENCORA INC COM CENCORA INC COM4.0K shares0.10%2026-03-312026-05-08

Sponsored

PPA INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN7.5K shares5.87%2026-03-312026-05-08

ADBE ADOBE INC COM5.1K shares-21.89%2026-03-312026-05-08

FS SPECIALTY LENDING FD COM SH BEN INT FS SPECIALTY LENDING FD COM SH BEN INT98.6K shares-50.91%2026-03-312026-05-08

WAT WATERS CORP COM4.1K sharesnew addition2026-03-312026-05-08

MARVELL TECHNOLOGY INC COM MARVELL TECHNOLOGY INC COM12.4K shares-11.80%2026-03-312026-05-08

VFH VANGUARD WORLD FD FINANCIALS ETF10.1K shares4.14%2026-03-312026-05-08

RBRK RUBRIK INC. CL A25.0K sharesnew addition2026-03-312026-05-08

CL COLGATE PALMOLIVE CO COM14.3K shares0.66%2026-03-312026-05-08

Sponsored

LHX L3HARRIS TECHNOLOGIES INC COM3.5K shares4.93%2026-03-312026-05-08

RACE FERRARI N V COM3.6K shares-5.04%2026-03-312026-05-08

FIX COMFORT SYS USA INC COM870 shares106.65%2026-03-312026-05-08

IBDS ISHARES TR IBONDS 27 ETF49.3K shares-31.46%2026-03-312026-05-08

SHOP SHOPIFY INC CL A SUB VTG SHS10.0K shares-34.13%2026-03-312026-05-08

APLD APPLIED DIGITAL CORP COM NEW49.7K shares-5.06%2026-03-312026-05-08

CANADIAN PACIFIC KANSAS CITY COM CANADIAN PACIFIC KANSAS CITY COM14.9K shares0.16%2026-03-312026-05-08

UUUU ENERGY FUELS INC COM NEW64.0K shares-6.09%2026-03-312026-05-08

Sponsored

LUV SOUTHWEST AIRLS CO COM31.1K shares38.61%2026-03-312026-05-08

MAGS LISTED FDS TR ROUNDHILL MAGNIF20.1K shares278.76%2026-03-312026-05-08

RCL ROYAL CARIBBEAN GROUP COM4.2K shares11.92%2026-03-312026-05-08

SHYG ISHARES TR 0-5YR HI YL CP27.4K shares1.00%2026-03-312026-05-08

TT TRANE TECHNOLOGIES PLC SHS2.8K shares-1.76%2026-03-312026-05-08

IBDR ISHARES TR IBONDS DEC202647.8K shares-42.34%2026-03-312026-05-08

MPWR MONOLITHIC PWR SYS INC COM1.0K shares-3.30%2026-03-312026-05-08

SLYG SPDR SERIES TRUST STATE STREET SPD11.4K shares23.73%2026-03-312026-05-08

Sponsored

SILA SILA REALTY TRUST INC COMMON STOCK46.5K shares-0.37%2026-03-312026-05-08

URI UNITED RENTALS INC COM1.5K shares-4.93%2026-03-312026-05-08

VIGI VANGUARD WHITEHALL FDS INTL DVD ETF12.1K shares-3.12%2026-03-312026-05-08

IVT INVENTRUST PPTYS CORP COM NEW35.1K shares-0.81%2026-03-312026-05-08

MCO MOODYS CORP COM2.4K shares-2.44%2026-03-312026-05-08

MDLZ MONDELEZ INTL INC CL A18.3K shares11.57%2026-03-312026-05-08

IDV ISHARES TR INTL SEL DIV ETF24.7K shares-4.35%2026-03-312026-05-08

VRTX VERTEX PHARMACEUTICALS INC COM2.3K shares-3.11%2026-03-312026-05-08

Sponsored

MPLX MPLX LP COM UNIT REP LTD18.2K shares11.03%2026-03-312026-05-08

FLOT ISHARES TR FLTG RATE NT ETF20.3K shares-87.80%2026-03-312026-05-08

CHKP CHECK POINT SOFTWARE TECH LT ORD7.3K shares6.49%2026-03-312026-05-08

HDB HDFC BANK LTD SPONSORED ADS41.5K shares6.61%2026-03-312026-05-08

DAKT DAKTRONICS INC COM52.7K shares0.00%2026-03-312026-05-08

WAB WABTEC COM4.1K shares0.46%2026-03-312026-05-08

ALL ALLSTATE CORP COM4.9K shares5.84%2026-03-312026-05-08

EASG DBX ETF TR XTRACKERS MSCI29.1K shares-22.50%2026-03-312026-05-08

Sponsored

NRG NRG ENERGY INC COM NEW6.9K shares-2.78%2026-03-312026-05-08

NBIS NEBIUS GROUP N.V. SHS CLASS A9.7K shares181.10%2026-03-312026-05-08

VDE VANGUARD WORLD FD ENERGY ETF5.8K shares-6.45%2026-03-312026-05-08

SNA SNAP ON INC COM2.8K shares-15.30%2026-03-312026-05-08

AGG

ISHARES TR CORE US AGGBD ET

-24.99%

Shares3.7M

Event2026-03-31

Filed2026-05-08

VTI

VANGUARD INDEX FDS TOTAL STK MKT

-2.69%

Shares1.1M

Event2026-03-31

Filed2026-05-08

IVV

ISHARES TR CORE S&P500 ETF

97.72%

Shares467.0K

Event2026-03-31

Filed2026-05-08

ITOT

ISHARES TR CORE S&P TTL STK

4.44%

Shares1.6M

Event2026-03-31

Filed2026-05-08

SCHX

SCHWAB STRATEGIC TR US LRG CAP ETF

-11.05%

Shares8.9M

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC COM

-2.88%

Shares780.0K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION COM

0.88%

Shares1.1M

Event2026-03-31

Filed2026-05-08

VGK

VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF

-5.43%

Shares1.9M

Event2026-03-31

Filed2026-05-08

VTV

VANGUARD INDEX FDS VALUE ETF

-2.90%

Shares676.7K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS S&P 500 ETF SHS

-1.07%

Shares203.5K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP COM

-2.17%

Shares324.3K

Event2026-03-31

Filed2026-05-08

FESM

FIDELITY COVINGTON TRUST ENHANCED SMALL

746.55%

Shares3.1M

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR UNIT SER 1

1.17%

Shares204.4K

Event2026-03-31

Filed2026-05-08

SCHF

SCHWAB STRATEGIC TR INTL EQTY ETF

-24.05%

Shares4.4M

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC COM

-2.93%

Shares513.8K

Event2026-03-31

Filed2026-05-08

BND

VANGUARD BD INDEX FDS TOTAL BND MRKT

6.02%

Shares1.4M

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T TR UNIT

7.80%

Shares157.5K

Event2026-03-31

Filed2026-05-08

IXUS

ISHARES TR CORE MSCI TOTAL

0.73%

Shares1.2M

Event2026-03-31

Filed2026-05-08

DGRW

WISDOMTREE TR US QTLY DIV GRT

-29.70%

Shares1.1M

Event2026-03-31

Filed2026-05-08

VTEB

VANGUARD MUN BD FDS TAX EXEMPT BD

-0.80%

Shares1.9M

Event2026-03-31

Filed2026-05-08

AVLV

AMERICAN CENTY ETF TR US LARGE CAP VLU

-8.52%

Shares1.2M

Event2026-03-31

Filed2026-05-08

IJS

ISHARES TR SP SMCP600VL ETF

-1.23%

Shares775.0K

Event2026-03-31

Filed2026-05-08

XTEN

BONDBLOXX ETF TRUST BLOOMBERG TEN YR

35.38%

Shares2.0M

Event2026-03-31

Filed2026-05-08

QUAL

ISHARES TR MSCI USA QLT FCT

-4.88%

Shares459.4K

Event2026-03-31

Filed2026-05-08

BROADCOM INC COM

-4.18%

Shares253.6K

Event2026-03-31

Filed2026-05-08

ALPHABET INC CAP STK CL A

-3.47%

Shares261.4K

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC COM

-1.77%

Shares561.4K

Event2026-03-31

Filed2026-05-08

MUB

ISHARES TR NATIONAL MUN ETF

0.21%

Shares645.8K

Event2026-03-31

Filed2026-05-08

MGK

VANGUARD WORLD FD MEGA GRWTH IND

1.16%

Shares185.1K

Event2026-03-31

Filed2026-05-08

BNDX

VANGUARD CHARLOTTE FDS TOTAL INT BD ETF

7.20%

Shares1.4M

Event2026-03-31

Filed2026-05-08

VPL

VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF

-3.09%

Shares654.6K

Event2026-03-31

Filed2026-05-08

SCHG

SCHWAB STRATEGIC TR US LCAP GR ETF

41.80%

Shares2.2M

Event2026-03-31

Filed2026-05-08

IEMG

ISHARES INC CORE MSCI EMKT

378.53%

Shares898.4K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL CL B NEW

0.07%

Shares127.6K

Event2026-03-31

Filed2026-05-08

AVEM

AMERICAN CENTY ETF TR AVANTIS EMGMKT

New

Shares756.0K

Event2026-03-31

Filed2026-05-08

SCHP

SCHWAB STRATEGIC TR US TIPS ETF

5.81%

Shares2.3M

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO COM

-7.87%

Shares65.2K

Event2026-03-31

Filed2026-05-08

SCHM

SCHWAB STRATEGIC TR US MID-CAP ETF

14.00%

Shares1.9M

Event2026-03-31

Filed2026-05-08

IEFA

ISHARES TR CORE MSCI EAFE

-8.42%

Shares637.7K

Event2026-03-31

Filed2026-05-08

VGLT

VANGUARD SCOTTSDALE FDS LONG TERM TREAS

-0.77%

Shares1.0M

Event2026-03-31

Filed2026-05-08

BSV

VANGUARD BD INDEX FDS SHORT TRM BOND

0.45%

Shares725.6K

Event2026-03-31

Filed2026-05-08

EFA

ISHARES TR MSCI EAFE ETF

-4.05%

Shares571.7K

Event2026-03-31

Filed2026-05-08

ALPHABET INC CAP STK CL C

-14.72%

Shares179.8K

Event2026-03-31

Filed2026-05-08

PSQO

PALMER SQUARE FUNDS TR CR OPPORTUNITIES

New

Shares2.4M

Event2026-03-31

Filed2026-05-08

AVUV

AMERICAN CENTY ETF TR US SML CP VALU

-39.63%

Shares439.2K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP COM

-4.75%

Shares281.7K

Event2026-03-31

Filed2026-05-08

META

META PLATFORMS INC CL A

-1.47%

Shares83.1K

Event2026-03-31

Filed2026-05-08

USRT

ISHARES TR CRE U S REIT ETF

12631.02%

Shares774.0K

Event2026-03-31

Filed2026-05-08

COST

COSTCO WHOLESALE CORPORATION COM

0.00%

Shares45.7K

Event2026-03-31

Filed2026-05-08

PYLD

PIMCO ETF TR MULTISECTOR BD

New

Shares1.7M

Event2026-03-31

Filed2026-05-08

IAGG

ISHARES TR CORE INTL AGGR

67.30%

Shares896.1K

Event2026-03-31

Filed2026-05-08

JPIB

J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF

762.92%

Shares927.0K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO COM

-1.08%

Shares144.5K

Event2026-03-31

Filed2026-05-08

VIG

VANGUARD SPECIALIZED FUNDS DIV APP ETF

3.14%

Shares194.7K

Event2026-03-31

Filed2026-05-08

USHY

ISHARES TR BROAD USD HIGH

5.35%

Shares1.1M

Event2026-03-31

Filed2026-05-08

HOME DEPOT INC COM

-0.37%

Shares118.6K

Event2026-03-31

Filed2026-05-08

BINC

BLACKROCK ETF TRUST II ISHARES FLEXIBLE

3617.33%

Shares743.2K

Event2026-03-31

Filed2026-05-08

GEV

GE VERNOVA INC COM

1.84%

Shares44.1K

Event2026-03-31

Filed2026-05-08

CVX

CHEVRON CORPORATION COM

20.74%

Shares172.4K

Event2026-03-31

Filed2026-05-08

RTX

RTX CORPORATION COM

2.02%

Shares182.4K

Event2026-03-31

Filed2026-05-08

PLTR

PALANTIR TECHNOLOGIES INC CL A

-4.98%

Shares226.8K

Event2026-03-31

Filed2026-05-08

GOVT

ISHARES TR US TREAS BD ETF

-10.59%

Shares1.4M

Event2026-03-31

Filed2026-05-08

TSLA

TESLA INC COM

3.35%

Shares86.5K

Event2026-03-31

Filed2026-05-08

EATON CORP PLC SHS

67.63%

Shares88.7K

Event2026-03-31

Filed2026-05-08

STIP

ISHARES TR 0-5 YR TIPS ETF

4.54%

Shares302.6K

Event2026-03-31

Filed2026-05-08

AVDE

AMERICAN CENTY ETF TR INTL EQT ETF

8467.37%

Shares366.3K

Event2026-03-31

Filed2026-05-08

NFLX

NETFLIX INC. COM

15.33%

Shares323.0K

Event2026-03-31

Filed2026-05-08

VNQ

VANGUARD INDEX FDS REAL ESTATE ETF

-0.00%

Shares349.9K

Event2026-03-31

Filed2026-05-08

BUFD

FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED

8155.41%

Shares1.1M

Event2026-03-31

Filed2026-05-08

IGSB

ISHARES TR ISHS 1-5YR INVS

2.62%

Shares569.2K

Event2026-03-31

Filed2026-05-08

TIP

ISHARES TR TIPS BD ETF

5.52%

Shares270.5K

Event2026-03-31

Filed2026-05-08

AGGY

WISDOMTREE TR YIELD ENHANCD US

New

Shares675.9K

Event2026-03-31

Filed2026-05-08

VISA INC COM CL A

-1.41%

Shares96.2K

Event2026-03-31

Filed2026-05-08

DFAE

DIMENSIONAL ETF TRUST EMGR CRE EQT MNG

-1.18%

Shares850.8K

Event2026-03-31

Filed2026-05-08

ABBV

ABBVIE INC COM

1.45%

Shares131.5K

Event2026-03-31

Filed2026-05-08

JEPI

J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM

165.75%

Shares500.3K

Event2026-03-31

Filed2026-05-08

ISHARES GOLD TR ISHARES NEW

1.15%

Shares315.6K

Event2026-03-31

Filed2026-05-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS

-4.45%

Shares80.8K

Event2026-03-31

Filed2026-05-08

AVDV

AMERICAN CENTY ETF TR INTL SMCP VLU

-4.31%

Shares261.6K

Event2026-03-31

Filed2026-05-08

AMD

ADVANCED MICRO DEVICES INC COM

1.21%

Shares121.8K

Event2026-03-31

Filed2026-05-08

PROCTER & GAMBLE CO COM

1.34%

Shares164.8K

Event2026-03-31

Filed2026-05-08

SPYG

SPDR SERIES TRUST STATE STREET SPD

1.44%

Shares235.3K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON COM

6.93%

Shares92.8K

Event2026-03-31

Filed2026-05-08

MTUM

ISHARES TR MSCI USA MMENTM

273.27%

Shares94.0K

Event2026-03-31

Filed2026-05-08

FTEC

FIDELITY COVINGTON TRUST MSCI INFO TECH I

3472.79%

Shares105.6K

Event2026-03-31

Filed2026-05-08

CAT

CATERPILLAR INC COM

8.31%

Shares29.6K

Event2026-03-31

Filed2026-05-08

IVW

ISHARES TR S&P 500 GRWT ETF

104.71%

Shares183.5K

Event2026-03-31

Filed2026-05-08

IWF

ISHARES TR RUS 1000 GRW ETF

27.21%

Shares48.2K

Event2026-03-31

Filed2026-05-08

SCHV

SCHWAB STRATEGIC TR US LCAP VA ETF

-6.91%

Shares659.7K

Event2026-03-31

Filed2026-05-08

AXP

AMERICAN EXPRESS CO COM

-4.04%

Shares65.5K

Event2026-03-31

Filed2026-05-08

IEUR

ISHARES TR CORE MSCI EURO

-0.99%

Shares269.9K

Event2026-03-31

Filed2026-05-08

JEPQ

J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM

7.88%

Shares337.0K

Event2026-03-31

Filed2026-05-08

BUFR

FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED

1784.93%

Shares547.8K

Event2026-03-31

Filed2026-05-08

VUG

VANGUARD INDEX FDS GROWTH ETF

-2.12%

Shares41.4K

Event2026-03-31

Filed2026-05-08

BIV

VANGUARD BD INDEX FDS INTERMED TERM

-1.83%

Shares233.2K

Event2026-03-31

Filed2026-05-08

FBND

FIDELITY MERRIMACK STR TR TOTAL BD ETF

81.88%

Shares392.3K

Event2026-03-31

Filed2026-05-08

UBER

UBER TECHNOLOGIES INC COM

-3.44%

Shares244.8K

Event2026-03-31

Filed2026-05-08

BGIG

ETF SER SOLUTIONS BAHL & GAYNOR IN

4.06%

Shares527.2K

Event2026-03-31

Filed2026-05-08

QSIG

WISDOMTREE TR US SHT TRM CORP

1.53%

Shares357.6K

Event2026-03-31

Filed2026-05-08

TAXF

AMERICAN CENTY ETF TR DIVERSIFIED MU

957.94%

Shares339.5K

Event2026-03-31

Filed2026-05-08

IEF

ISHARES TR 7-10 YR TRSY BD

-9.56%

Shares176.5K

Event2026-03-31

Filed2026-05-08

ENERGY TRANSFER L P COM UT LTD PTN

-1.57%

Shares871.7K

Event2026-03-31

Filed2026-05-08

IJR

ISHARES TR CORE S&P SCP ETF

-0.83%

Shares134.5K

Event2026-03-31

Filed2026-05-08

DFAC

DIMENSIONAL ETF TRUST US CORE EQUITY 2

-0.93%

Shares420.2K

Event2026-03-31

Filed2026-05-08

TMO

THERMO FISHER SCIENTIFIC INC COM

-2.88%

Shares33.0K

Event2026-03-31

Filed2026-05-08

FDVV

FIDELITY COVINGTON TRUST HIGH DIVID ETF

-2.97%

Shares290.3K

Event2026-03-31

Filed2026-05-08

RDVI

FIRST TR EXCHANGE-TRADED FD FT VEST RIS

1.59%

Shares622.0K

Event2026-03-31

Filed2026-05-08

HWM

HOWMET AEROSPACE INC COM

-2.07%

Shares68.0K

Event2026-03-31

Filed2026-05-08

SUB

ISHARES TR SHRT NAT MUN ETF

0.23%

Shares147.0K

Event2026-03-31

Filed2026-05-08

MAR

MARRIOTT INTL INC NEW CL A

52.16%

Shares46.9K

Event2026-03-31

Filed2026-05-08

GE AEROSPACE COM NEW

-0.49%

Shares53.4K

Event2026-03-31

Filed2026-05-08

UNP

UNION PAC CORP COM

-10.47%

Shares60.6K

Event2026-03-31

Filed2026-05-08

MASTERCARD INCORPORATED CL A

-1.32%

Shares29.3K

Event2026-03-31

Filed2026-05-08

JMST

J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL

New

Shares285.8K

Event2026-03-31

Filed2026-05-08

ARISTA NETWORKS INC COM SHS

9.02%

Shares115.6K

Event2026-03-31

Filed2026-05-08

SCHA

SCHWAB STRATEGIC TR US SML CAP ETF

-2.20%

Shares487.6K

Event2026-03-31

Filed2026-05-08

PANW

PALO ALTO NETWORKS INC COM

-4.51%

Shares88.2K

Event2026-03-31

Filed2026-05-08

FLRN

SPDR SERIES TRUST STATE STREET SPD

2.88%

Shares449.4K

Event2026-03-31

Filed2026-05-08

XLK

SELECT SECTOR SPDR TR STATE STREET TEC

-0.93%

Shares101.6K

Event2026-03-31

Filed2026-05-08

HEFA

ISHARES TR HDG MSCI EAFE

-4.82%

Shares311.8K

Event2026-03-31

Filed2026-05-08

MCD

MCDONALDS CORP COM

-2.35%

Shares41.9K

Event2026-03-31

Filed2026-05-08

IWY

ISHARES TR RUS TP200 GR ETF

6.05%

Shares51.1K

Event2026-03-31

Filed2026-05-08

IWR

ISHARES TR RUS MID CAP ETF

19.73%

Shares130.8K

Event2026-03-31

Filed2026-05-08

ABT

ABBOTT LABORATORIES COM

-0.95%

Shares117.6K

Event2026-03-31

Filed2026-05-08

ROCKET LAB CORP COM

-1.43%

Shares186.8K

Event2026-03-31

Filed2026-05-08

CAIE

CALAMOS ETF TR AUTOCALLABLE INC

146.71%

Shares471.7K

Event2026-03-31

Filed2026-05-08

VXUS

VANGUARD STAR FDS VG TL INTL STK F

1.65%

Shares153.6K

Event2026-03-31

Filed2026-05-08

ILCG

ISHARES TR MORNINGSTAR GRWT

4.49%

Shares122.2K

Event2026-03-31

Filed2026-05-08

ALPS ETF TR ALERIAN MLP

-1.30%

Shares220.7K

Event2026-03-31

Filed2026-05-08

PEP

PEPSICO INC COM

1.89%

Shares74.2K

Event2026-03-31

Filed2026-05-08

ORLY

OREILLY AUTOMOTIVE INC COM

0.39%

Shares123.4K

Event2026-03-31

Filed2026-05-08

SEAGATE TECHNOLOGY HLDNGS PL ORD SHS

-12.55%

Shares29.0K

Event2026-03-31

Filed2026-05-08

GLD

SPDR GOLD TR GOLD SHS

-4.53%

Shares25.9K

Event2026-03-31

Filed2026-05-08

SPGI

S&P GLOBAL INC COM

-10.75%

Shares26.2K

Event2026-03-31

Filed2026-05-08

SPDR SERIES TRUST STATE STREET SPD

-0.99%

Shares112.5K

Event2026-03-31

Filed2026-05-08

REGN

REGENERON PHARMACEUTICALS COM

8.86%

Shares13.9K

Event2026-03-31

Filed2026-05-08

NOW

SERVICENOW INC COM

24.92%

Shares102.3K

Event2026-03-31

Filed2026-05-08

JPST

J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF

-14.68%

Shares210.4K

Event2026-03-31

Filed2026-05-08

COCA COLA CO COM

-4.55%

Shares139.5K

Event2026-03-31

Filed2026-05-08

IJH

ISHARES TR CORE S&P MCP ETF

3.72%

Shares155.5K

Event2026-03-31

Filed2026-05-08

IGIB

ISHARES TR ISHS 5-10YR INVT

-6.08%

Shares196.8K

Event2026-03-31

Filed2026-05-08

GRID

FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE

160.45%

Shares63.9K

Event2026-03-31

Filed2026-05-08

SHV

ISHARES TR TRUST ISHARE 0-1

328.43%

Shares94.0K

Event2026-03-31

Filed2026-05-08

VEA

VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT

10.19%

Shares158.9K

Event2026-03-31

Filed2026-05-08

CLOA

BLACKROCK ETF TRUST II ISHARES AAA CLO

566.29%

Shares195.7K

Event2026-03-31

Filed2026-05-08

BAC

BANK AMERICA CORP COM

-6.74%

Shares206.8K

Event2026-03-31

Filed2026-05-08

SHM

SPDR SERIES TRUST STATE STREET SPD

-6.37%

Shares208.4K

Event2026-03-31

Filed2026-05-08

SCHB

SCHWAB STRATEGIC TR US BRD MKT ETF

-2.90%

Shares394.4K

Event2026-03-31

Filed2026-05-08

SCHE

SCHWAB STRATEGIC TR EMRG MKTEQ ETF

-7.49%

Shares300.1K

Event2026-03-31

Filed2026-05-08

SMIG

ETF SER SOLUTIONS BAHL GAYNOR SML

5.32%

Shares336.6K

Event2026-03-31

Filed2026-05-08

HOOD

ROBINHOOD MKTS INC COM CL A

19.12%

Shares140.4K

Event2026-03-31

Filed2026-05-08

MICRON TECHNOLOGY INC COM

4.89%

Shares28.6K

Event2026-03-31

Filed2026-05-08

IBM

INTERNATIONAL BUSINESS MACHS COM

0.30%

Shares39.8K

Event2026-03-31

Filed2026-05-08

PPH

VANECK ETF TRUST PHARMACEUTCL ETF

-1.28%

Shares92.9K

Event2026-03-31

Filed2026-05-08

XLU

SELECT SECTOR SPDR TR STATE STREET UTI

-1.16%

Shares208.3K

Event2026-03-31

Filed2026-05-08

GOLDMAN SACHS GROUP INC COM

-11.73%

Shares11.3K

Event2026-03-31

Filed2026-05-08

XLP

SELECT SECTOR SPDR TR STATE STREET CON

-0.89%

Shares115.5K

Event2026-03-31

Filed2026-05-08

CRM

SALESFORCE INC COM

6.99%

Shares50.4K

Event2026-03-31

Filed2026-05-08

DUKE ENERGY CORP NEW COM NEW

104.15%

Shares71.0K

Event2026-03-31

Filed2026-05-08

IQDG

WISDOMTREE TR INTL QULTY DIV

0.14%

Shares224.8K

Event2026-03-31

Filed2026-05-08

TJX

TJX COS INC NEW COM

-7.53%

Shares56.5K

Event2026-03-31

Filed2026-05-08

IYW

ISHARES TR U.S. TECH ETF

4.26%

Shares49.0K

Event2026-03-31

Filed2026-05-08

LAM RESEARCH CORP COM NEW

-7.16%

Shares41.0K

Event2026-03-31

Filed2026-05-08

DBEF

DBX ETF TR XTRACK MSCI EAFE

-3.41%

Shares176.6K

Event2026-03-31

Filed2026-05-08

ACIO

ETF SER SOLUTIONS APTUS COLLRD INV

21.59%

Shares205.1K

Event2026-03-31

Filed2026-05-08

RWL

INVESCO EXCH TRADED FD TR II S&P 500 REVENUE

4.17%

Shares73.6K

Event2026-03-31

Filed2026-05-08

ORCL

ORACLE CORP COM

0.45%

Shares56.4K

Event2026-03-31

Filed2026-05-08

DYNF

BLACKROCK ETF TRUST ISHARES US EQUIT

2588.77%

Shares141.3K

Event2026-03-31

Filed2026-05-08

SPYM

SPDR SERIES TRUST STATE STREET SPD

25.29%

Shares103.3K

Event2026-03-31

Filed2026-05-08

NEE

NEXTERA ENERGY INC COM

2.25%

Shares84.6K

Event2026-03-31

Filed2026-05-08

HIMU

BLACKROCK ETF TRUST II ISHARES HIGH YIE

New

Shares163.3K

Event2026-03-31

Filed2026-05-08

CGDV

CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI

17.12%

Shares183.9K

Event2026-03-31

Filed2026-05-08

DEERE & CO COM

-1.79%

Shares13.5K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS MID CAP ETF

-1.21%

Shares25.5K

Event2026-03-31

Filed2026-05-08

ASML

ASML HLDG NV N Y REGISTRY SHS

-17.26%

Shares5.5K

Event2026-03-31

Filed2026-05-08

SNPS

SYNOPSYS INC COM

-33.36%

Shares18.3K

Event2026-03-31

Filed2026-05-08

UNH

UNITEDHEALTH GROUP INC COM

-6.74%

Shares26.7K

Event2026-03-31

Filed2026-05-08

LNG

CHENIERE ENERGY INC COM NEW

6.89%

Shares25.3K

Event2026-03-31

Filed2026-05-08

ROK

ROCKWELL AUTOMATION INC COM

2.20%

Shares19.9K

Event2026-03-31

Filed2026-05-08

VYM

VANGUARD WHITEHALL FDS HIGH DIV YLD

-2.47%

Shares47.8K

Event2026-03-31

Filed2026-05-08

KFY

KORN FERRY COM NEW

0.01%

Shares112.3K

Event2026-03-31

Filed2026-05-08

DVY

ISHARES TR SELECT DIVID ETF

2.71%

Shares46.3K

Event2026-03-31

Filed2026-05-08

DRSK

ETF SER SOLUTIONS APTUS DEFINED

16.32%

Shares256.2K

Event2026-03-31

Filed2026-05-08

BOEING CO COM

11.57%

Shares35.1K

Event2026-03-31

Filed2026-05-08

USFR

WISDOMTREE TR FLOATNG RAT TREA

New

Shares138.6K

Event2026-03-31

Filed2026-05-08

LMT

LOCKHEED MARTIN CORP COM

-3.35%

Shares11.4K

Event2026-03-31

Filed2026-05-08

IWM

ISHARES TR RUSSELL 2000 ETF

-0.66%

Shares27.8K

Event2026-03-31

Filed2026-05-08

PNC

PNC FINL SVCS GROUP INC COM

1.79%

Shares32.9K

Event2026-03-31

Filed2026-05-08

NUKZ

EXCHANGE TRADED CONCEPTS TRU RANGE NUCLEAR RE

New

Shares103.0K

Event2026-03-31

Filed2026-05-08

SCHC

SCHWAB STRATEGIC TR INTL SCEQT ETF

-0.26%

Shares142.0K

Event2026-03-31

Filed2026-05-08

VXF

VANGUARD INDEX FDS EXTEND MKT ETF

3.94%

Shares32.1K

Event2026-03-31

Filed2026-05-08

DUSB

DIMENSIONAL ETF TRUST ULTRASHORT FIXED

1730.26%

Shares129.4K

Event2026-03-31

Filed2026-05-08

CDX

SIMPLIFY EXCHANGE TRADED FUN HIGH YIELD ETF

5.57%

Shares305.4K

Event2026-03-31

Filed2026-05-08

PROFESIONALLY MANAGED PORTFO AKRE FOCUS ETF

-4.39%

Shares121.6K

Event2026-03-31

Filed2026-05-08

PKW

INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV

3.05%

Shares48.4K

Event2026-03-31

Filed2026-05-08

MPC

MARATHON PETE CORP COM

-0.73%

Shares25.6K

Event2026-03-31

Filed2026-05-08

LOW

LOWES COS INC COM

51.93%

Shares26.3K

Event2026-03-31

Filed2026-05-08

AMGN

AMGEN INC COM

-9.29%

Shares17.5K

Event2026-03-31

Filed2026-05-08

SBAR

SIMPLIFY EXCHANGE TRADED FUN BARRIER INCOME

New

Shares247.3K

Event2026-03-31

Filed2026-05-08

VGT

VANGUARD WORLD FD INF TECH ETF

-5.45%

Shares8.7K

Event2026-03-31

Filed2026-05-08

MBB

ISHARES TR MBS ETF

-0.10%

Shares63.7K

Event2026-03-31

Filed2026-05-08

IWD

ISHARES TR RUS 1000 VAL ETF

5.36%

Shares28.1K

Event2026-03-31

Filed2026-05-08

CLX

CLOROX CO DEL COM

2636.80%

Shares57.1K

Event2026-03-31

Filed2026-05-08

XMMO

INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM

2.50%

Shares40.3K

Event2026-03-31

Filed2026-05-08

DIA

STATE STR SPDR DOW JONES IND UT SER 1

76.31%

Shares12.4K

Event2026-03-31

Filed2026-05-08

PHILIP MORRIS INTL INC COM

36.53%

Shares34.0K

Event2026-03-31

Filed2026-05-08

MERCK & CO INC COM

36.81%

Shares46.5K

Event2026-03-31

Filed2026-05-08

CSCO

CISCO SYS INC COM

-1.38%

Shares71.8K

Event2026-03-31

Filed2026-05-08

XLE

SELECT SECTOR SPDR TR STATE STREET ENE

4.05%

Shares90.5K

Event2026-03-31

Filed2026-05-08

IPAC

ISHARES TR CORE MSCI PAC

0.00%

Shares72.0K

Event2026-03-31

Filed2026-05-08

EMR

EMERSON ELEC CO COM

8.38%

Shares41.8K

Event2026-03-31

Filed2026-05-08

EMLP

FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY

2.59%

Shares125.2K

Event2026-03-31

Filed2026-05-08

VBR

VANGUARD INDEX FDS SM CP VAL ETF

-3.97%

Shares25.0K

Event2026-03-31

Filed2026-05-08

XLV

SELECT SECTOR SPDR TR STATE STREET HEA

-7.29%

Shares37.1K

Event2026-03-31

Filed2026-05-08

FAST

FASTENAL CO COM

-2.87%

Shares116.1K

Event2026-03-31

Filed2026-05-08

PTRB

PGIM ETF TR TOTAL RETURN BON

3.90%

Shares128.0K

Event2026-03-31

Filed2026-05-08

AMAT

APPLIED MATLS INC COM

-10.66%

Shares15.5K

Event2026-03-31

Filed2026-05-08

MORGAN STANLEY COM NEW

-5.41%

Shares32.0K

Event2026-03-31

Filed2026-05-08

CRWD

CROWDSTRIKE HLDGS INC CL A

0.85%

Shares13.3K

Event2026-03-31

Filed2026-05-08

JMUB

J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF

52.24%

Shares103.2K

Event2026-03-31

Filed2026-05-08

WASTE MGMT INC DEL COM

-1.22%

Shares22.3K

Event2026-03-31

Filed2026-05-08

CMI

CUMMINS INC COM

1.48%

Shares9.5K

Event2026-03-31

Filed2026-05-08

AT&T INC COM

-4.18%

Shares174.3K

Event2026-03-31

Filed2026-05-08

NOBL

PROSHARES TR S&P 500 DV ARIST

-5.50%

Shares47.4K

Event2026-03-31

Filed2026-05-08

GLDM

WORLD GOLD TR SPDR GLD MINIS

-6.78%

Shares53.1K

Event2026-03-31

Filed2026-05-08

ADP

AUTOMATIC DATA PROCESSING IN COM

-17.75%

Shares23.7K

Event2026-03-31

Filed2026-05-08

OKE

ONEOK INC NEW COM

0.98%

Shares53.1K

Event2026-03-31

Filed2026-05-08

ONEQ

FIDELITY COMWLTH TR NASDAQ COMPSIT

4.86%

Shares56.0K

Event2026-03-31

Filed2026-05-08

BDX

BECTON DICKINSON & CO COM

-0.86%

Shares29.9K

Event2026-03-31

Filed2026-05-08

ITA

ISHARES TR US AER DEF ETF

-2.90%

Shares21.4K

Event2026-03-31

Filed2026-05-08

SOUTHERN CO COM

17.94%

Shares48.1K

Event2026-03-31

Filed2026-05-08

FLDR

FIDELITY MERRIMACK STR TR LOW DURTIN ETF

-43.56%

Shares92.6K

Event2026-03-31

Filed2026-05-08

IWV

ISHARES TR RUSSELL 3000 ETF

0.31%

Shares12.3K

Event2026-03-31

Filed2026-05-08

IDUB

ETF SER SOLUTIONS APTUS INT ENH YL

31.05%

Shares184.9K

Event2026-03-31

Filed2026-05-08

CIBR

FIRST TR EXCHANGE-TRADED FD NASDAQ CYB ETF

2.99%

Shares72.3K

Event2026-03-31

Filed2026-05-08

VRT

VERTIV HOLDINGS CO COM CL A

4.57%

Shares18.0K

Event2026-03-31

Filed2026-05-08

SMA

SMARTSTOP SELF STORAG REIT I COMMON STOCK

1.21%

Shares146.1K

Event2026-03-31

Filed2026-05-08

IVE

ISHARES TR S&P 500 VAL ETF

-4.22%

Shares20.9K

Event2026-03-31

Filed2026-05-08

VERIZON COMMUNICATIONS INC COM

-25.38%

Shares87.7K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS SMALL CP ETF

-0.34%

Shares16.8K

Event2026-03-31

Filed2026-05-08

TXN

TEXAS INSTRS INC COM

-7.96%

Shares22.4K

Event2026-03-31

Filed2026-05-08

TOTL

SSGA ACTIVE ETF TR STATE STREET DOU

-0.98%

Shares109.3K

Event2026-03-31

Filed2026-05-08

CMF

ISHARES TR CALIF MUN BD ETF

2.53%

Shares75.8K

Event2026-03-31

Filed2026-05-08

INTC

INTEL CORP COM

177.39%

Shares97.3K

Event2026-03-31

Filed2026-05-08

XLI

SELECT SECTOR SPDR TR STATE STREET IND

47.44%

Shares26.2K

Event2026-03-31

Filed2026-05-08

MGC

VANGUARD WORLD FD MEGA CAP INDEX

-0.99%

Shares17.9K

Event2026-03-31

Filed2026-05-08

HON

HONEYWELL INTL INC COM

-56.82%

Shares18.3K

Event2026-03-31

Filed2026-05-08

CITIGROUP INC COM NEW

-7.27%

Shares36.3K

Event2026-03-31

Filed2026-05-08

ALTRIA GROUP INC COM

80.16%

Shares60.9K

Event2026-03-31

Filed2026-05-08

BLACKROCK INC COM

-2.12%

Shares4.1K

Event2026-03-31

Filed2026-05-08

INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT

-10.36%

Shares20.8K

Event2026-03-31

Filed2026-05-08

SPYV

SPDR SERIES TRUST STATE STREET SPD

9.01%

Shares69.8K

Event2026-03-31

Filed2026-05-08

AEP

AMERICAN ELEC PWR CO INC COM

-1.41%

Shares29.6K

Event2026-03-31

Filed2026-05-08

IBKR

INTERACTIVE BROKERS GROUP IN COM CL A

-0.66%

Shares57.7K

Event2026-03-31

Filed2026-05-08

RMD

RESMED INC COM

2.98%

Shares17.2K

Event2026-03-31

Filed2026-05-08

FTSM

FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW

1.23%

Shares64.4K

Event2026-03-31

Filed2026-05-08

XSMO

INVESCO EXCHANGE TRADED FD T S&P SMLCP MOMENT

4.53%

Shares50.5K

Event2026-03-31

Filed2026-05-08

ETR

ENTERGY CORP NEW COM

1.15%

Shares34.0K

Event2026-03-31

Filed2026-05-08

IGRO

ISHARES TR INTL DIV GRWTH

0.68%

Shares44.6K

Event2026-03-31

Filed2026-05-08

COP

CONOCOPHILLIPS COM

-23.85%

Shares27.4K

Event2026-03-31

Filed2026-05-08

FTCB

FIRST TR EXCHANGE-TRADED FD CORE INVESTMENT

0.90%

Shares172.2K

Event2026-03-31

Filed2026-05-08

HYMB

SPDR SERIES TRUST STATE STREET SPD

-7.16%

Shares144.7K

Event2026-03-31

Filed2026-05-08

DELL

DELL TECHNOLOGIES INC CL C

-6.16%

Shares21.8K

Event2026-03-31

Filed2026-05-08

QCOM

QUALCOMM INC COM

-14.24%

Shares27.8K

Event2026-03-31

Filed2026-05-08

SDY

SPDR SERIES TRUST STATE STREET SPD

-0.96%

Shares24.5K

Event2026-03-31

Filed2026-05-08

FITB

FIFTH THIRD BANCORP COM

4.37%

Shares77.0K

Event2026-03-31

Filed2026-05-08

FHEQ

FIDELITY GREENWOOD STREET TR HEDGED EQTY ETF

45.03%

Shares121.5K

Event2026-03-31

Filed2026-05-08

FNF

FIDELITY NATL FINL INC COM SHS

-1.23%

Shares76.6K

Event2026-03-31

Filed2026-05-08

USMV

ISHARES TR MSCI USA MIN VOL

0.36%

Shares38.2K

Event2026-03-31

Filed2026-05-08

XLC

SELECT SECTOR SPDR TR STATE STREET COM

9.14%

Shares31.9K

Event2026-03-31

Filed2026-05-08

BNL

BROADSTONE NET LEASE INC COM

-5.70%

Shares192.1K

Event2026-03-31

Filed2026-05-08

QQQM

INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF

19.87%

Shares14.7K

Event2026-03-31

Filed2026-05-08

VNQI

VANGUARD INTL EQUITY INDEX F GLB EX US ETF

-5.18%

Shares78.4K

Event2026-03-31

Filed2026-05-08

PSX

PHILLIPS 66 COM

14.08%

Shares19.1K

Event2026-03-31

Filed2026-05-08

EPS

WISDOMTREE TR US LARGECAP FUND

-3.74%

Shares50.9K

Event2026-03-31

Filed2026-05-08

OSCV

ETF SER SOLUTIONS OPUS SML CP VL

18.58%

Shares87.8K

Event2026-03-31

Filed2026-05-08

LQDW

ISHARES TR INVT GRD CORP BD

-55.41%

Shares143.1K

Event2026-03-31

Filed2026-05-08

MMM

3M CO COM

-1.63%

Shares23.8K

Event2026-03-31

Filed2026-05-08

PLD

PROLOGIS INC. COM

9.52%

Shares26.1K

Event2026-03-31

Filed2026-05-08

PECO

PHILLIPS EDISON & CO INC COMMON STOCK

-10.42%

Shares91.6K

Event2026-03-31

Filed2026-05-08

GENERAL DYNAMICS CORP COM

-0.46%

Shares10.0K

Event2026-03-31

Filed2026-05-08

BIL

SPDR SERIES TRUST STATE STREET SPD

-11.57%

Shares37.1K

Event2026-03-31

Filed2026-05-08

ISRG

INTUITIVE SURGICAL INC COM NEW

-34.92%

Shares7.3K

Event2026-03-31

Filed2026-05-08

CEG

CONSTELLATION ENERGY CORP COM

2.21%

Shares12.0K

Event2026-03-31

Filed2026-05-08

SCHO

SCHWAB STRATEGIC TR SHT TM US TRES

22.80%

Shares138.2K

Event2026-03-31

Filed2026-05-08

NOC

NORTHROP GRUMMAN CORP COM

1.89%

Shares4.9K

Event2026-03-31

Filed2026-05-08

DIS

DISNEY WALT CO COM

-19.65%

Shares34.3K

Event2026-03-31

Filed2026-05-08

PFE

PFIZER INC COM

-2.56%

Shares116.5K

Event2026-03-31

Filed2026-05-08

GSK PLC SPONSORED ADR

94.15%

Shares58.6K

Event2026-03-31

Filed2026-05-08

CPSL

CALAMOS ETF TR LADDERED S&P 500

New

Shares117.2K

Event2026-03-31

Filed2026-05-08

MELI

MERCADOLIBRE INC COM

45.29%

Shares1.8K

Event2026-03-31

Filed2026-05-08

SYK

STRYKER CORPORATION COM

-4.63%

Shares9.5K

Event2026-03-31

Filed2026-05-08

SGOV

ISHARES TR 0-3 MNTH TREASRY

-19.90%

Shares31.0K

Event2026-03-31

Filed2026-05-08

TMUS

T-MOBILE US INC COM

0.60%

Shares14.8K

Event2026-03-31

Filed2026-05-08

HAL

HALLIBURTON CO COM

0.85%

Shares79.8K

Event2026-03-31

Filed2026-05-08

SPDW

SPDR INDEX SHS FDS STATE STREET SPD

-3.74%

Shares68.0K

Event2026-03-31

Filed2026-05-08

ICSH

ISHARES TR ULTRA SHORT DUR

-2.31%

Shares61.2K

Event2026-03-31

Filed2026-05-08

DEFR

ETF SER SOLUTIONS APTUS DEFERRED I

25.36%

Shares116.3K

Event2026-03-31

Filed2026-05-08

XLF

SELECT SECTOR SPDR TR STATE STREET FIN

7.97%

Shares62.7K

Event2026-03-31

Filed2026-05-08

VLO

VALERO ENERGY CORP COM

1.11%

Shares12.5K

Event2026-03-31

Filed2026-05-08

WFC

WELLS FARGO & CO COM

-13.67%

Shares38.6K

Event2026-03-31

Filed2026-05-08

ILCV

ISHARES TR MORNINGSTAR VALU

13.74%

Shares32.4K

Event2026-03-31

Filed2026-05-08

CENTRAL BANCOMPANY COM CL A

0.25%

Shares124.3K

Event2026-03-31

Filed2026-05-08

NSC

NORFOLK SOUTHN CORP COM

15.40%

Shares10.4K

Event2026-03-31

Filed2026-05-08

APOLLO GLOBAL MGMT INC COM

23.19%

Shares26.6K

Event2026-03-31

Filed2026-05-08

SCHD

SCHWAB STRATEGIC TR US DIVIDEND EQ

8.04%

Shares95.1K

Event2026-03-31

Filed2026-05-08

TDG

TRANSDIGM GROUP INC COM

-19.11%

Shares2.5K

Event2026-03-31

Filed2026-05-08

HLT

HILTON WORLDWIDE HLDGS INC COM

-11.70%

Shares9.2K

Event2026-03-31

Filed2026-05-08

CHUBB LTD SWITZ COM

9.53%

Shares8.5K

Event2026-03-31

Filed2026-05-08

PAAA

PGIM ETF TR AAA CLO ETF

3.25%

Shares54.0K

Event2026-03-31

Filed2026-05-08

FSLR

FIRST SOLAR INC COM

-44.49%

Shares13.8K

Event2026-03-31

Filed2026-05-08

CGGR

CAPITAL GROUP GROWTH ETF SHS CREATION UNI

-8.40%

Shares67.5K

Event2026-03-31

Filed2026-05-08

MDY

STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP

-0.84%

Shares4.4K

Event2026-03-31

Filed2026-05-08

VBK

VANGUARD INDEX FDS SML CP GRW ETF

-4.13%

Shares8.8K

Event2026-03-31

Filed2026-05-08

SPTS

SPDR SERIES TRUST STATE STREET SPD

-1.50%

Shares89.8K

Event2026-03-31

Filed2026-05-08

ADI

ANALOG DEVICES INC COM

6.79%

Shares8.2K

Event2026-03-31

Filed2026-05-08

BLACKSTONE INC COM

-74.75%

Shares22.6K

Event2026-03-31

Filed2026-05-08

PAVE

GLOBAL X FDS US INFR DEV ETF

-21.33%

Shares50.9K

Event2026-03-31

Filed2026-05-08

KMI

KINDER MORGAN INC DEL COM

-28.04%

Shares76.7K

Event2026-03-31

Filed2026-05-08

SLV

ISHARES SILVER TR ISHARES

-0.23%

Shares37.7K

Event2026-03-31

Filed2026-05-08

WCN

WASTE CONNECTIONS INC COM

-14.47%

Shares15.7K

Event2026-03-31

Filed2026-05-08

XMLV

INVESCO EXCH TRADED FD TR II S&P MIDCP LOW

4.18%

Shares40.3K

Event2026-03-31

Filed2026-05-08

BABA

ALIBABA GROUP HLDG LTD SPONSORED ADS

-27.32%

Shares20.0K

Event2026-03-31

Filed2026-05-08

HYG

ISHARES TR IBOXX HI YD ETF

7.90%

Shares31.4K

Event2026-03-31

Filed2026-05-08

IWB

ISHARES TR RUS 1000 ETF

-7.42%

Shares7.0K

Event2026-03-31

Filed2026-05-08

DUBS

ETF SER SOLUTIONS APTUS LARGE CAP

20.09%

Shares69.0K

Event2026-03-31

Filed2026-05-08

NXTE

INVESTMENT MANAGERS SER TR I AXS GREEN ALPHA

-28.92%

Shares63.4K

Event2026-03-31

Filed2026-05-08

ITW

ILLINOIS TOOL WKS INC COM

-1.88%

Shares9.5K

Event2026-03-31

Filed2026-05-08

NVS

NOVARTIS AG SPONSORED ADR

-4.05%

Shares16.1K

Event2026-03-31

Filed2026-05-08

DFIC

DIMENSIONAL ETF TRUST INTL CORE EQUITY

-0.58%

Shares69.3K

Event2026-03-31

Filed2026-05-08

HSBC

HSBC HLDGS PLC SPON ADR NEW

-26.09%

Shares29.5K

Event2026-03-31

Filed2026-05-08

SMMU

PIMCO ETF TR SHTRM MUN BD ACT

40.69%

Shares47.9K

Event2026-03-31

Filed2026-05-08

AMT

AMERICAN TOWER CORP COM

132.07%

Shares14.0K

Event2026-03-31

Filed2026-05-08

SPEM

SPDR INDEX SHS FDS STATE STREET SPD

22.35%

Shares50.4K

Event2026-03-31

Filed2026-05-08

CSX

CSX CORP COM

0.81%

Shares56.2K

Event2026-03-31

Filed2026-05-08

LAMR

LAMAR ADVERTISING CO CL A

-4.07%

Shares18.2K

Event2026-03-31

Filed2026-05-08

OKLO

OKLO INC COM CL A

164.25%

Shares46.4K

Event2026-03-31

Filed2026-05-08

JUCY

ETF SER SOLUTIONS APTUS ENHANCED

17.87%

Shares102.9K

Event2026-03-31

Filed2026-05-08

FTNT

FORTINET INC COM

-7.90%

Shares27.9K

Event2026-03-31

Filed2026-05-08

JCI

JOHNSON CONTROLS INTERNATION SHS

-1.31%

Shares17.3K

Event2026-03-31

Filed2026-05-08

DVN

DEVON ENERGY CORP NEW COM

-12.55%

Shares44.8K

Event2026-03-31

Filed2026-05-08

VONG

VANGUARD SCOTTSDALE FDS VNG RUS1000GRW

-6.29%

Shares20.5K

Event2026-03-31

Filed2026-05-08

GILD

GILEAD SCIENCES INC COM

-16.63%

Shares16.1K

Event2026-03-31

Filed2026-05-08

SOXX

ISHARES TR ISHARES SEMICDTR

1.94%

Shares6.8K

Event2026-03-31

Filed2026-05-08

FFIN

FIRST FINL BANKSHARES INC COM

0.03%

Shares74.8K

Event2026-03-31

Filed2026-05-08

ENB

ENBRIDGE INC COM

434.66%

Shares40.6K

Event2026-03-31

Filed2026-05-08

IDXX

IDEXX LABS INC COM

-0.46%

Shares3.9K

Event2026-03-31

Filed2026-05-08

BKNG

BOOKING HOLDINGS INC COM

-42.49%

Shares513

Event2026-03-31

Filed2026-05-08

FDX

FEDEX CORP COM

-2.76%

Shares6.1K

Event2026-03-31

Filed2026-05-08

NVO

NOVO-NORDISK A S ADR

0.63%

Shares57.9K

Event2026-03-31

Filed2026-05-08

CME

CME GROUP INC COM

-21.60%

Shares7.1K

Event2026-03-31

Filed2026-05-08

VGIT

VANGUARD SCOTTSDALE FDS INTER TERM TREAS

-1.42%

Shares34.6K

Event2026-03-31

Filed2026-05-08

KOID

KRANESHARES TRUST GLOBAL HUMANOID

5.13%

Shares66.0K

Event2026-03-31

Filed2026-05-08

FSCO

FS CREDIT OPPORTUNITIES CORP COMMON STOCK

-6.33%

Shares399.0K

Event2026-03-31

Filed2026-05-08

SHEL

SHELL PLC SPON ADS

-1.72%

Shares21.9K

Event2026-03-31

Filed2026-05-08

SPHY

STATE STREET SPDR PORTFOLIO HIGH YIELD

-3.00%

Shares85.3K

Event2026-03-31

Filed2026-05-08

NDAQ

NASDAQ INC COM

-0.58%

Shares23.1K

Event2026-03-31

Filed2026-05-08

USB

US BANCORP COM NEW

195.63%

Shares37.7K

Event2026-03-31

Filed2026-05-08

USSG

DBX ETF TR XTRACKERS MSCI

-20.02%

Shares32.4K

Event2026-03-31

Filed2026-05-08

JBND

J P MORGAN EXCHANGE TRADED F ACTIVE BOND ETF

27.87%

Shares35.8K

Event2026-03-31

Filed2026-05-08

PGR

PROGRESSIVE CORP COM

1.20%

Shares9.7K

Event2026-03-31

Filed2026-05-08

AFL

AFLAC INC COM

0.06%

Shares17.3K

Event2026-03-31

Filed2026-05-08

CGMS

CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR

20.24%

Shares69.5K

Event2026-03-31

Filed2026-05-08

IGV

ISHARES TR EXPANDED TECH

85.67%

Shares23.5K

Event2026-03-31

Filed2026-05-08

REALTY INCOME CORP COM

12.94%

Shares30.7K

Event2026-03-31

Filed2026-05-08

VGSH

VANGUARD SCOTTSDALE FDS SHORT TERM TREAS

-3.38%

Shares32.1K

Event2026-03-31

Filed2026-05-08

ASTRAZENECA PLC ORD

New

Shares9.5K

Event2026-03-31

Filed2026-05-08

CTAS

CINTAS CORP COM

-0.54%

Shares11.0K

Event2026-03-31

Filed2026-05-08

LQD

ISHARES TR IBOXX INV CP ETF

0.36%

Shares17.0K

Event2026-03-31

Filed2026-05-08

KLAC

KLA CORP COM NEW

2.49%

Shares1.2K

Event2026-03-31

Filed2026-05-08

IJT

ISHARES TR S&P SML 600 GWT

-1.02%

Shares12.6K

Event2026-03-31

Filed2026-05-08

VFLO

VICTORY PORTFOLIOS II SHARES FREE CASH

26.19%

Shares46.1K

Event2026-03-31

Filed2026-05-08

ROYAL BK CDA COM

-2.89%

Shares11.2K

Event2026-03-31

Filed2026-05-08

LINDE PLC SHS

3.41%

Shares3.6K

Event2026-03-31

Filed2026-05-08

IUSB

ISHARES TR CORE UNIVRSL USD

16.71%

Shares38.8K

Event2026-03-31

Filed2026-05-08

DHR

DANAHER CORP DEL COM

-10.81%

Shares9.4K

Event2026-03-31

Filed2026-05-08

RWJ

INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600

2.07%

Shares35.2K

Event2026-03-31

Filed2026-05-08

TER

TERADYNE INC COM

5.00%

Shares6.0K

Event2026-03-31

Filed2026-05-08

SCHW

SCHWAB CHARLES CORP COM

-12.14%

Shares18.8K

Event2026-03-31

Filed2026-05-08

FCX

FREEPORT MCMORAN INC CL B

43.45%

Shares30.1K

Event2026-03-31

Filed2026-05-08

VWO

VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF

5.44%

Shares32.5K

Event2026-03-31

Filed2026-05-08

DAL

DELTA AIR LINES INC COM NEW

0.60%

Shares26.3K

Event2026-03-31

Filed2026-05-08

TLH

ISHARES TR 10-20 YR TRS ETF

12.10%

Shares17.2K

Event2026-03-31

Filed2026-05-08

SBUX

STARBUCKS CORP COM

-25.70%

Shares19.2K

Event2026-03-31

Filed2026-05-08

VDC

VANGUARD WORLD FD CONSUM STP ETF

-0.78%

Shares7.6K

Event2026-03-31

Filed2026-05-08

IBIT

ISHARES BITCOIN TRUST ETF SHS BEN INT

-26.02%

Shares44.4K

Event2026-03-31

Filed2026-05-08

PARKER-HANNIFIN CORP COM

-1.86%

Shares1.9K

Event2026-03-31

Filed2026-05-08

PWR

QUANTA SVCS INC COM

-5.96%

Shares3.1K

Event2026-03-31

Filed2026-05-08

LMBS

FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT

-7.14%

Shares33.7K

Event2026-03-31

Filed2026-05-08

PBR

PETROLEO BRASILEIRO S A SPONSORED ADR

-14.84%

Shares79.9K

Event2026-03-31

Filed2026-05-08

ACCENTURE PLC IRELAND SHS CLASS A

-22.82%

Shares8.3K

Event2026-03-31

Filed2026-05-08

GLW

CORNING INC COM

24.67%

Shares12.1K

Event2026-03-31

Filed2026-05-08

AJG

GALLAGHER ARTHUR J & CO COM

6.20%

Shares7.5K

Event2026-03-31

Filed2026-05-08

VYMI

VANGUARD WHITEHALL FDS INTL HIGH ETF

0.99%

Shares17.1K

Event2026-03-31

Filed2026-05-08

SHW

SHERWIN WILLIAMS CO COM

13.91%

Shares5.0K

Event2026-03-31

Filed2026-05-08

ACWI

ISHARES TR MSCI ACWI ETF

2.19%

Shares11.6K

Event2026-03-31

Filed2026-05-08

VHT

VANGUARD WORLD FD HEALTH CAR ETF

-4.77%

Shares5.9K

Event2026-03-31

Filed2026-05-08

OBDC

BLUE OWL CAPITAL CORPORATION COM

1025.39%

Shares144.2K

Event2026-03-31

Filed2026-05-08

CAH

CARDINAL HEALTH INC COM

9.84%

Shares7.5K

Event2026-03-31

Filed2026-05-08

SAP

SAP SE SPON ADR

14.75%

Shares9.3K

Event2026-03-31

Filed2026-05-08

BMY

BRISTOL-MYERS SQUIBB CO COM

3.26%

Shares25.9K

Event2026-03-31

Filed2026-05-08

DFUV

DIMENSIONAL ETF TRUST US MKTWIDE VALUE

0.53%

Shares32.4K

Event2026-03-31

Filed2026-05-08

TOYOTA MOTOR CORP ADS

-5.59%

Shares7.5K

Event2026-03-31

Filed2026-05-08

UPS

UNITED PARCEL SVCS INC CL B

1.59%

Shares15.7K

Event2026-03-31

Filed2026-05-08

SRE

SEMPRA COM

3.44%

Shares15.9K

Event2026-03-31

Filed2026-05-08

OEF

ISHARES TR S&P 100 ETF

-13.97%

Shares4.8K

Event2026-03-31

Filed2026-05-08

AGX

ARGAN INC COM

-14.98%

Shares2.8K

Event2026-03-31

Filed2026-05-08

TENB

TENABLE HLDGS INC COM

-17.94%

Shares90.9K

Event2026-03-31

Filed2026-05-08

BTI

BRITISH AMERN TOB PLC SPONSORED ADR

0.06%

Shares26.3K

Event2026-03-31

Filed2026-05-08

MUFG

MITSUBISHI UFJ FINANCIAL GRO SPONSORED ADS

-8.98%

Shares90.3K

Event2026-03-31

Filed2026-05-08

DFUS

DIMENSIONAL ETF TRUST US EQUITY MARKET

0.00%

Shares21.4K

Event2026-03-31

Filed2026-05-08

FIW

FIRST TR EXCHANGE-TRADED FD WTR ETF

0.06%

Shares14.7K

Event2026-03-31

Filed2026-05-08

VIS

VANGUARD WORLD FD INDUSTRIAL ETF

1.57%

Shares4.9K

Event2026-03-31

Filed2026-05-08

SUPER MICRO COMPUTER INC COM NEW

-7.45%

Shares65.5K

Event2026-03-31

Filed2026-05-08

IGEB

ISHARES TR INVESTMENT GRADE

2.21%

Shares33.0K

Event2026-03-31

Filed2026-05-08

VCLT

VANGUARD SCOTTSDALE FDS LG-TERM COR BD

11.20%

Shares19.9K

Event2026-03-31

Filed2026-05-08

DGRO

ISHARES TR CORE DIV GRWTH

-2.50%

Shares21.1K

Event2026-03-31

Filed2026-05-08

VCIT

VANGUARD SCOTTSDALE FDS INT-TERM CORP

10.18%

Shares17.7K

Event2026-03-31

Filed2026-05-08

UNILEVER PLC SPON ADR NEW

-3.68%

Shares25.7K

Event2026-03-31

Filed2026-05-08

PFF

ISHARES TR PFD AND INCM SEC

1.37%

Shares47.4K

Event2026-03-31

Filed2026-05-08

TORONTO DOMINION BK ONT COM NEW

-5.15%

Shares15.4K

Event2026-03-31

Filed2026-05-08

ING

ING GROEP N.V. SPONSORED ADR

-10.20%

Shares54.4K

Event2026-03-31

Filed2026-05-08

DFAT

DIMENSIONAL ETF TRUST US TARGETED VLU

0.00%

Shares22.6K

Event2026-03-31

Filed2026-05-08

DFGP

DIMENSIONAL ETF TRUST GLOBAL CORE PLUS

0.78%

Shares26.1K

Event2026-03-31

Filed2026-05-08

APD

AIR PRODUCTS AND CHEMICALS I COM

-0.45%

Shares4.8K

Event2026-03-31

Filed2026-05-08

SMH

VANECK ETF TRUST SEMICONDUCTR ETF

22.79%

Shares3.7K

Event2026-03-31

Filed2026-05-08

BBP

ETFIS SER TR I VIRTUS BIOTECH E

-29.00%

Shares16.8K

Event2026-03-31

Filed2026-05-08

TGT

TARGET CORP COM

-7.17%

Shares11.5K

Event2026-03-31

Filed2026-05-08

CGXU

CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI

-37.00%

Shares47.1K

Event2026-03-31

Filed2026-05-08

RELX

RELX PLC SPONSORED ADR

19.59%

Shares41.9K

Event2026-03-31

Filed2026-05-08

WDC

WESTERN DIGITAL CORP COM

20.86%

Shares5.1K

Event2026-03-31

Filed2026-05-08

ACWX

ISHARES TR MSCI ACWI EX US

-16.71%

Shares20.2K

Event2026-03-31

Filed2026-05-08

EFAV

ISHARES TR MSCI EAFE MIN VL

-7.60%

Shares15.2K

Event2026-03-31

Filed2026-05-08

IWP

ISHARES TR RUS MD CP GR ETF

-3.05%

Shares10.7K

Event2026-03-31

Filed2026-05-08

VGSR

MANAGER DIRECTED PORTFOLIOS VERT GLB SUST RE

-25.99%

Shares132.2K

Event2026-03-31

Filed2026-05-08

TSCO

TRACTOR SUPPLY CO COM

-1.02%

Shares30.1K

Event2026-03-31

Filed2026-05-08

RHTX

STARBOARD INVT TR RH TACTICAL OUTL

0.00%

Shares73.5K

Event2026-03-31

Filed2026-05-08

XBI

SPDR SERIES TRUST STATE STREET SPD

0.22%

Shares10.7K

Event2026-03-31

Filed2026-05-08

FQAL

FIDELITY COVINGTON TRUST QLTY FCTOR ETF

17.61%

Shares18.7K

Event2026-03-31

Filed2026-05-08

MCK

MCKESSON CORP COM

-0.13%

Shares1.5K

Event2026-03-31

Filed2026-05-08

TLT

ISHARES TR 20 YR TR BD ETF

-0.63%

Shares15.3K

Event2026-03-31

Filed2026-05-08

COF

CAPITAL ONE FINL CORP COM

-28.38%

Shares7.2K

Event2026-03-31

Filed2026-05-08

SCCO

SOUTHERN COPPER CORP COM

0.88%

Shares7.7K

Event2026-03-31

Filed2026-05-08

VOX

VANGUARD WORLD FD COMM SRVC ETF

-6.97%

Shares7.3K

Event2026-03-31

Filed2026-05-08

XLY

SELECT SECTOR SPDR TR STATE STREET CON

-0.63%

Shares12.1K

Event2026-03-31

Filed2026-05-08

PCMM

BONDBLOXX ETF TRUST BONDBLOXX PRIVAT

-27.56%

Shares26.6K

Event2026-03-31

Filed2026-05-08

RSG

REPUBLIC SVCS INC COM

1.49%

Shares5.9K

Event2026-03-31

Filed2026-05-08

ERO

ERO COPPER CORP COM

New

Shares48.6K

Event2026-03-31

Filed2026-05-08

DOMINION ENERGY INC COM

3.02%

Shares20.9K

Event2026-03-31

Filed2026-05-08

PHO

INVESCO EXCHANGE TRADED FD T WATER RES ETF

-28.17%

Shares19.3K

Event2026-03-31

Filed2026-05-08

INTU

INTUIT COM

-61.84%

Shares3.0K

Event2026-03-31

Filed2026-05-08

WELL

WELLTOWER INC COM

3.64%

Shares6.5K

Event2026-03-31

Filed2026-05-08

SNDK

SANDISK CORP COM

New

Shares2.0K

Event2026-03-31

Filed2026-05-08

APH

AMPHENOL CORP CL A

7.76%

Shares10.0K

Event2026-03-31

Filed2026-05-08

PAYX

PAYCHEX INC COM

-4.77%

Shares13.6K

Event2026-03-31

Filed2026-05-08

CENCORA INC COM

0.10%

Shares4.0K

Event2026-03-31

Filed2026-05-08

PPA

INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN

5.87%

Shares7.5K

Event2026-03-31

Filed2026-05-08

ADBE

ADOBE INC COM

-21.89%

Shares5.1K

Event2026-03-31

Filed2026-05-08

FS SPECIALTY LENDING FD COM SH BEN INT

-50.91%

Shares98.6K

Event2026-03-31

Filed2026-05-08

WAT

WATERS CORP COM

New

Shares4.1K

Event2026-03-31

Filed2026-05-08

MARVELL TECHNOLOGY INC COM

-11.80%

Shares12.4K

Event2026-03-31

Filed2026-05-08

VFH

VANGUARD WORLD FD FINANCIALS ETF

4.14%

Shares10.1K

Event2026-03-31

Filed2026-05-08

RBRK

RUBRIK INC. CL A

New

Shares25.0K

Event2026-03-31

Filed2026-05-08

COLGATE PALMOLIVE CO COM

0.66%

Shares14.3K

Event2026-03-31

Filed2026-05-08

LHX

L3HARRIS TECHNOLOGIES INC COM

4.93%

Shares3.5K

Event2026-03-31

Filed2026-05-08

RACE

FERRARI N V COM

-5.04%

Shares3.6K

Event2026-03-31

Filed2026-05-08

FIX

COMFORT SYS USA INC COM

106.65%

Shares870

Event2026-03-31

Filed2026-05-08

IBDS

ISHARES TR IBONDS 27 ETF

-31.46%

Shares49.3K

Event2026-03-31

Filed2026-05-08

SHOP

SHOPIFY INC CL A SUB VTG SHS

-34.13%

Shares10.0K

Event2026-03-31

Filed2026-05-08

APLD

APPLIED DIGITAL CORP COM NEW

-5.06%

Shares49.7K

Event2026-03-31

Filed2026-05-08

CANADIAN PACIFIC KANSAS CITY COM

0.16%

Shares14.9K

Event2026-03-31

Filed2026-05-08

UUUU

ENERGY FUELS INC COM NEW

-6.09%

Shares64.0K

Event2026-03-31

Filed2026-05-08

LUV

SOUTHWEST AIRLS CO COM

38.61%

Shares31.1K

Event2026-03-31

Filed2026-05-08

MAGS

LISTED FDS TR ROUNDHILL MAGNIF

278.76%

Shares20.1K

Event2026-03-31

Filed2026-05-08

RCL

ROYAL CARIBBEAN GROUP COM

11.92%

Shares4.2K

Event2026-03-31

Filed2026-05-08

SHYG

ISHARES TR 0-5YR HI YL CP

1.00%

Shares27.4K

Event2026-03-31

Filed2026-05-08

TRANE TECHNOLOGIES PLC SHS

-1.76%

Shares2.8K

Event2026-03-31

Filed2026-05-08

IBDR

ISHARES TR IBONDS DEC2026

-42.34%

Shares47.8K

Event2026-03-31

Filed2026-05-08

MPWR

MONOLITHIC PWR SYS INC COM

-3.30%

Shares1.0K

Event2026-03-31

Filed2026-05-08

SLYG

SPDR SERIES TRUST STATE STREET SPD

23.73%

Shares11.4K

Event2026-03-31

Filed2026-05-08

SILA

SILA REALTY TRUST INC COMMON STOCK

-0.37%

Shares46.5K

Event2026-03-31

Filed2026-05-08

URI

UNITED RENTALS INC COM

-4.93%

Shares1.5K

Event2026-03-31

Filed2026-05-08

VIGI

VANGUARD WHITEHALL FDS INTL DVD ETF

-3.12%

Shares12.1K

Event2026-03-31

Filed2026-05-08

IVT

INVENTRUST PPTYS CORP COM NEW

-0.81%

Shares35.1K

Event2026-03-31

Filed2026-05-08

MCO

MOODYS CORP COM

-2.44%

Shares2.4K

Event2026-03-31

Filed2026-05-08

MDLZ

MONDELEZ INTL INC CL A

11.57%

Shares18.3K

Event2026-03-31

Filed2026-05-08

IDV

ISHARES TR INTL SEL DIV ETF

-4.35%

Shares24.7K

Event2026-03-31

Filed2026-05-08

VRTX

VERTEX PHARMACEUTICALS INC COM

-3.11%

Shares2.3K

Event2026-03-31

Filed2026-05-08

MPLX

MPLX LP COM UNIT REP LTD

11.03%

Shares18.2K

Event2026-03-31

Filed2026-05-08

FLOT

ISHARES TR FLTG RATE NT ETF

-87.80%

Shares20.3K

Event2026-03-31

Filed2026-05-08

CHKP

CHECK POINT SOFTWARE TECH LT ORD

6.49%

Shares7.3K

Event2026-03-31

Filed2026-05-08

HDB

HDFC BANK LTD SPONSORED ADS

6.61%

Shares41.5K

Event2026-03-31

Filed2026-05-08

DAKT

DAKTRONICS INC COM

0.00%

Shares52.7K

Event2026-03-31

Filed2026-05-08

WAB

WABTEC COM

0.46%

Shares4.1K

Event2026-03-31

Filed2026-05-08

ALL

ALLSTATE CORP COM

5.84%

Shares4.9K

Event2026-03-31

Filed2026-05-08

EASG

DBX ETF TR XTRACKERS MSCI

-22.50%

Shares29.1K

Event2026-03-31

Filed2026-05-08

NRG

NRG ENERGY INC COM NEW

-2.78%

Shares6.9K

Event2026-03-31

Filed2026-05-08

NBIS

NEBIUS GROUP N.V. SHS CLASS A

181.10%

Shares9.7K

Event2026-03-31

Filed2026-05-08

VDE

VANGUARD WORLD FD ENERGY ETF

-6.45%

Shares5.8K

Event2026-03-31

Filed2026-05-08

SNA

SNAP ON INC COM

-15.30%

Shares2.8K

Event2026-03-31

Filed2026-05-08

Call Option Holdings

NFLX Call CallNETFLIX INC. COM15.0K shares-25.00%2026-03-312026-05-08

MU Call CallMICRON TECHNOLOGY INC COM13.5K shares92.86%2026-03-312026-05-08

BROADCOM INC COM Call CallBROADCOM INC COM6.0K shares100.00%2026-03-312026-05-08

AMD Call CallADVANCED MICRO DEVICES INC COM4.0K sharesnew addition2026-03-312026-05-08

NVDA Call CallNVIDIA CORPORATION COM7.0K shares-46.15%2026-03-312026-05-08

EFA Call CallISHARES TR MSCI EAFE ETF16.1K shares103.80%2026-03-312026-05-08

TSLA Call CallTESLA INC COM200 shares-90.00%2026-03-312026-05-08

GLD Call CallSPDR GOLD TR GOLD SHS1.0K sharesnew addition2026-03-312026-05-08

META Call CallMETA PLATFORMS INC CL A1.5K shares-50.00%2026-03-312026-05-08

COST Call CallCOSTCO WHOLESALE CORPORATION COM100 shares0.00%2026-03-312026-05-08

AAPL Call CallAPPLE INC COM100 shares0.00%2026-03-312026-05-08

PLTR Call CallPALANTIR TECHNOLOGIES INC CL A3.0K sharesnew addition2026-03-312026-05-08

PYPL Call CallPAYPAL HLDGS INC COM2.0K shares0.00%2026-03-312026-05-08

SCHW Call CallSCHWAB CHARLES CORP COM500 sharesnew addition2026-03-312026-05-08

MSFT Call CallMICROSOFT CORP COM4.0K sharesnew addition2026-03-312026-05-08

NFLX Call

NETFLIX INC. COM

-25.00%

Shares15.0K

Event2026-03-31

Filed2026-05-08

MU Call

MICRON TECHNOLOGY INC COM

92.86%

Shares13.5K

Event2026-03-31

Filed2026-05-08

BROADCOM INC COM Call

BROADCOM INC COM

100.00%

Shares6.0K

Event2026-03-31

Filed2026-05-08

AMD Call

ADVANCED MICRO DEVICES INC COM

New

Shares4.0K

Event2026-03-31

Filed2026-05-08

NVDA Call

NVIDIA CORPORATION COM

-46.15%

Shares7.0K

Event2026-03-31

Filed2026-05-08

EFA Call

ISHARES TR MSCI EAFE ETF

103.80%

Shares16.1K

Event2026-03-31

Filed2026-05-08

TSLA Call

TESLA INC COM

-90.00%

Shares200

Event2026-03-31

Filed2026-05-08

GLD Call

SPDR GOLD TR GOLD SHS

New

Shares1.0K

Event2026-03-31

Filed2026-05-08

META Call

META PLATFORMS INC CL A

-50.00%

Shares1.5K

Event2026-03-31

Filed2026-05-08

COST Call

COSTCO WHOLESALE CORPORATION COM

0.00%

Shares100

Event2026-03-31

Filed2026-05-08

AAPL Call

APPLE INC COM

0.00%

Shares100

Event2026-03-31

Filed2026-05-08

PLTR Call

PALANTIR TECHNOLOGIES INC CL A

New

Shares3.0K

Event2026-03-31

Filed2026-05-08

PYPL Call

PAYPAL HLDGS INC COM

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-08

SCHW Call

SCHWAB CHARLES CORP COM

New

Shares500

Event2026-03-31

Filed2026-05-08

MSFT Call

MICROSOFT CORP COM

New

Shares4.0K

Event2026-03-31

Filed2026-05-08

Put Option Holdings

SPY Put PutSTATE STR SPDR S&P 500 ETF T TR UNIT2.8K shares-54.84%2026-03-312026-05-08

HON Put PutHONEYWELL INTL INC COM4.8K shares108.70%2026-03-312026-05-08

COHERENT CORP COM Put PutCOHERENT CORP COM2.4K shares0.00%2026-03-312026-05-08

CDNS Put PutCADENCE DESIGN SYSTEM INC COM200 shares0.00%2026-03-312026-05-08

NVDA Put PutNVIDIA CORPORATION COM400 shares0.00%2026-03-312026-05-08

CSCO Put PutCISCO SYS INC COM200 sharesnew addition2026-03-312026-05-08

SPY Put

STATE STR SPDR S&P 500 ETF T TR UNIT

-54.84%

Shares2.8K

Event2026-03-31

Filed2026-05-08

HON Put

HONEYWELL INTL INC COM

108.70%

Shares4.8K

Event2026-03-31

Filed2026-05-08

COHERENT CORP COM Put

COHERENT CORP COM

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-08

CDNS Put

CADENCE DESIGN SYSTEM INC COM

0.00%

Shares200

Event2026-03-31

Filed2026-05-08

NVDA Put

NVIDIA CORPORATION COM

0.00%

Shares400

Event2026-03-31

Filed2026-05-08

CSCO Put

CISCO SYS INC COM

New

Shares200

Event2026-03-31

Filed2026-05-08