Sponsored

The Analysis of Private Advisory Group LLC's Holdings & P&L

Currently, Private Advisory Group LLC holds 272 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in VUG (+35.8K shares, valued at $15.6M), IWD (+61.7K shares, valued at $13.2M), SPMB (+587.2K shares, valued at $13.1M); decreased their positions in POWL (-18.6K shares, valued at $10.1M), SGOV (-90.7K shares, valued at $9.1M), XOM (-50.4K shares, valued at $8.6M); initiated new positions in IWD (+61.7K shares, valued at $13.2M), SPMB (+587.2K shares, valued at $13.1M), INTU (+26.1K shares, valued at $11.3M).

1M P&L

+75.8M+5.45%

3M P&L

+38.0M+2.66%

HY P&L

+92.6M+6.75%

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/A451.0M

35.6%

2Semiconductors124.6M

9.8%

3Software - Infrastructure88.1M

7.0%

Top Industries by Stock Count

1N/A126 stocks

50.4%

2Software - Infrastructure8 stocks

3.2%

3Semiconductors7 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP180.9K shares14.53%2026-03-312026-05-08

NVDA NVIDIA CORPORATION366.5K shares-2.51%2026-03-312026-05-08

AAPL APPLE INC236.1K shares1.79%2026-03-312026-05-08

ALPHABET INC ALPHABET INC166.8K shares36.73%2026-03-312026-05-08

AMZN AMAZON COM INC216.1K shares9.05%2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR67.3K shares-3.84%2026-03-312026-05-08

COST COSTCO WHOLESALE CORPORATION27.6K shares14.79%2026-03-312026-05-08

META META PLATFORMS INC48.0K shares-1.37%2026-03-312026-05-08

Sponsored

EWY ISHARES INC219.3K shares-2.61%2026-03-312026-05-08

NFLX NETFLIX INC.272.2K shares33.24%2026-03-312026-05-08

BROADCOM INC BROADCOM INC82.8K shares5.72%2026-03-312026-05-08

EUSA ISHARES INC207.1K shares-3.09%2026-03-312026-05-08

TSLA TESLA INC55.4K shares13.22%2026-03-312026-05-08

MU MICRON TECHNOLOGY INC58.3K shares-21.76%2026-03-312026-05-08

VRT VERTIV HOLDINGS CO78.4K shares1.16%2026-03-312026-05-08

NET CLOUDFLARE INC87.5K shares4.26%2026-03-312026-05-08

Sponsored

ASML ASML HLDG NV13.6K shares-16.70%2026-03-312026-05-08

VUG VANGUARD INDEX FDS38.5K shares1315.24%2026-03-312026-05-08

NVO NOVO-NORDISK A S450.2K shares93.19%2026-03-312026-05-08

TSM TAIWAN SEMICONDUCTOR MANUFAC47.4K shares-9.53%2026-03-312026-05-08

FDM FIRST TR EXCHANGE-TRADED FD189.3K shares-0.87%2026-03-312026-05-08

IJH ISHARES TR227.6K shares24.42%2026-03-312026-05-08

XOM EXXON MOBIL CORP87.1K shares-36.66%2026-03-312026-05-08

LLY ELI LILLY & CO15.9K shares-2.85%2026-03-312026-05-08

Sponsored

SPY STATE STR SPDR S&P 500 ETF T21.8K shares13.72%2026-03-312026-05-08

VYM VANGUARD WHITEHALL FDS93.7K shares-7.06%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO45.7K shares3.89%2026-03-312026-05-08

IWD ISHARES TR61.7K sharesnew addition2026-03-312026-05-08

SPMB SPDR SERIES TRUST587.2K sharesnew addition2026-03-312026-05-08

LQD ISHARES TR120.5K shares475.85%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL27.3K shares-23.89%2026-03-312026-05-08

CEG CONSTELLATION ENERGY CORP46.8K shares10.81%2026-03-312026-05-08

Sponsored

AMD ADVANCED MICRO DEVICES INC64.2K shares-0.19%2026-03-312026-05-08

JBS JBS N.V.720.8K shares1.31%2026-03-312026-05-08

RSST TIDAL TRUST II449.1K shares189.64%2026-03-312026-05-08

UNH UNITEDHEALTH GROUP INC44.1K shares2928.11%2026-03-312026-05-08

Z ZILLOW GROUP INC277.5K shares81.28%2026-03-312026-05-08

HAL HALLIBURTON CO293.5K shares-38.20%2026-03-312026-05-08

INTU INTUIT26.1K sharesnew addition2026-03-312026-05-08

INTC INTEL CORP250.6K shares-34.34%2026-03-312026-05-08

Sponsored

MP MP MATERIALS CORP224.7K shares17.00%2026-03-312026-05-08

HQY HEALTHEQUITY INC127.2K shares25.42%2026-03-312026-05-08

ARISTA NETWORKS INC ARISTA NETWORKS INC86.3K shares5.68%2026-03-312026-05-08

RKT ROCKET COS INC729.9K shares4.93%2026-03-312026-05-08

PYPL PAYPAL HLDGS INC229.5K sharesnew addition2026-03-312026-05-08

CAG CONAGRA BRANDS INC657.7K sharesnew addition2026-03-312026-05-08

AXP AMERICAN EXPRESS CO34.1K shares-5.96%2026-03-312026-05-08

NEM NEWMONT CORP93.7K sharesnew addition2026-03-312026-05-08

Sponsored

GS GOLDMAN SACHS GROUP INC11.9K shares-7.11%2026-03-312026-05-08

ALK ALASKA AIR GROUP INC270.0K shares19.23%2026-03-312026-05-08

ZION ZIONS BANCORPORATION NATL AS171.6K shares1.77%2026-03-312026-05-08

SPAB SPDR SERIES TRUST384.0K sharesnew addition2026-03-312026-05-08

VZ VERIZON COMMUNICATIONS INC191.7K shares-24.91%2026-03-312026-05-08

SGOV ISHARES TR95.4K shares-48.73%2026-03-312026-05-08

POWL POWELL INDS INC16.5K shares-53.05%2026-03-312026-05-08

BA BOEING CO44.7K shares7.30%2026-03-312026-05-08

Sponsored

IVV ISHARES TR13.6K shares-1.11%2026-03-312026-05-08

WM WASTE MGMT INC DEL37.5K sharesnew addition2026-03-312026-05-08

SPSM SPDR SERIES TRUST178.2K shares2.30%2026-03-312026-05-08

BOXX EA SERIES TRUST67.9K shares-36.61%2026-03-312026-05-08

PYLD PIMCO ETF TR300.4K sharesnew addition2026-03-312026-05-08

XT ISHARES TR113.3K sharesnew addition2026-03-312026-05-08

ALPHABET INC ALPHABET INC25.7K shares3.95%2026-03-312026-05-08

STIP ISHARES TR70.3K sharesnew addition2026-03-312026-05-08

Sponsored

BAC BANK AMERICA CORP141.6K shares3.30%2026-03-312026-05-08

CMCSA COMCAST CORP NEW240.2K shares2409.67%2026-03-312026-05-08

TIDAL TRUST II TIDAL TRUST II309.6K shares86.18%2026-03-312026-05-08

BILZ PIMCO ETF TR64.6K shares0.92%2026-03-312026-05-08

PFE PFIZER INC224.4K sharesnew addition2026-03-312026-05-08

CERY SPDR SERIES TRUST178.4K shares27.40%2026-03-312026-05-08

DOC HEALTHPEAK PROPERTIES INC378.9K shares2515.97%2026-03-312026-05-08

TBLL INVESCO EXCH TRADED FD TR II57.8K sharesnew addition2026-03-312026-05-08

Sponsored

IJR ISHARES TR48.1K shares29.85%2026-03-312026-05-08

XLI SELECT SECTOR SPDR TR36.1K shares472.67%2026-03-312026-05-08

GVIP GOLDMAN SACHS ETF TR40.0K shares4.64%2026-03-312026-05-08

GBIL GOLDMAN SACHS ETF TR57.3K shares-48.40%2026-03-312026-05-08

XSHQ INVESCO EXCH TRADED FD TR II131.4K shares2.90%2026-03-312026-05-08

HWM HOWMET AEROSPACE INC24.0K shares-2.10%2026-03-312026-05-08

MLPA GLOBAL X FDS98.2K shares18.06%2026-03-312026-05-08

IWM ISHARES TR19.9K shares8.62%2026-03-312026-05-08

Sponsored

CEMB ISHARES INC107.0K sharesnew addition2026-03-312026-05-08

WDC WESTERN DIGITAL CORP17.8K shares144.92%2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS21.4K shares-0.52%2026-03-312026-05-08

XLC SELECT SECTOR SPDR TR41.4K shares1.65%2026-03-312026-05-08

XLK SELECT SECTOR SPDR TR34.5K shares-47.45%2026-03-312026-05-08

LAM RESEARCH CORP LAM RESEARCH CORP20.9K shares17.93%2026-03-312026-05-08

SPYV SPDR SERIES TRUST74.2K sharesnew addition2026-03-312026-05-08

IVW ISHARES TR35.5K shares-1.79%2026-03-312026-05-08

Sponsored

SCHF SCHWAB STRATEGIC TR151.2K sharesnew addition2026-03-312026-05-08

IEI ISHARES TR30.8K sharesnew addition2026-03-312026-05-08

IGIB ISHARES TR66.7K sharesnew addition2026-03-312026-05-08

NANR SPDR INDEX SHS FDS41.3K sharesnew addition2026-03-312026-05-08

VTI VANGUARD INDEX FDS10.8K shares44.45%2026-03-312026-05-08

TIP ISHARES TR30.1K shares7.92%2026-03-312026-05-08

KOMP SPDR SERIES TRUST56.7K sharesnew addition2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS5.4K shares-0.84%2026-03-312026-05-08

Sponsored

FLTR VANECK ETF TRUST125.6K sharesnew addition2026-03-312026-05-08

FCVT FIRST TR EXCHANGE-TRADED FD71.9K shares-17.00%2026-03-312026-05-08

FPE FIRST TR EXCH TRADED FD III175.2K shares-0.08%2026-03-312026-05-08

HYLS FIRST TR EXCHANGE-TRADED FD76.0K shares0.12%2026-03-312026-05-08

JAAA JANUS DETROIT STR TR61.2K shares417.84%2026-03-312026-05-08

SHY ISHARES TR37.1K shares2.79%2026-03-312026-05-08

VCSH VANGUARD SCOTTSDALE FDS38.4K sharesnew addition2026-03-312026-05-08

VWO VANGUARD INTL EQUITY INDEX F56.0K sharesnew addition2026-03-312026-05-08

Sponsored

EFA ISHARES TR30.9K sharesnew addition2026-03-312026-05-08

FTSL FIRST TR EXCHANGE-TRADED FD66.0K shares-4.18%2026-03-312026-05-08

TER TERADYNE INC9.2K shares11.77%2026-03-312026-05-08

IJK ISHARES TR26.5K sharesnew addition2026-03-312026-05-08

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL6.7K shares-26.44%2026-03-312026-05-08

SPYM SPDR SERIES TRUST32.5K shares74.40%2026-03-312026-05-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T12.9K shares17.10%2026-03-312026-05-08

AXIL AXIL BRANDS INC334.8K shares0.00%2026-03-312026-05-08

Sponsored

SHV ISHARES TR20.3K shares-0.39%2026-03-312026-05-08

HYG ISHARES TR28.1K shares-11.16%2026-03-312026-05-08

CWB SPDR SERIES TRUST23.6K shares-0.51%2026-03-312026-05-08

EMB ISHARES TR22.6K shares-4.96%2026-03-312026-05-08

VNQ VANGUARD INDEX FDS23.1K sharesnew addition2026-03-312026-05-08

AMAT APPLIED MATLS INC5.9K shares200.71%2026-03-312026-05-08

SPTI SPDR SERIES TRUST69.9K sharesnew addition2026-03-312026-05-08

IJJ ISHARES TR14.9K sharesnew addition2026-03-312026-05-08

Sponsored

EEM ISHARES TR34.4K shares0.22%2026-03-312026-05-08

PIZ INVESCO EXCH TRADED FD TR II39.0K shares339.27%2026-03-312026-05-08

JBBB JANUS DETROIT STR TR41.4K shares427.27%2026-03-312026-05-08

PDP INVESCO EXCHANGE TRADED FD T16.0K shares86.85%2026-03-312026-05-08

FTHY FIRST TR HIGH YIELD OPPRT 20140.5K shares-0.24%2026-03-312026-05-08

IWO ISHARES TR6.0K sharesnew addition2026-03-312026-05-08

EBND SPDR SERIES TRUST91.7K sharesnew addition2026-03-312026-05-08

CNA CNA FINL CORP40.9K sharesnew addition2026-03-312026-05-08

Sponsored

GE AEROSPACE GE AEROSPACE6.2K shares-3.47%2026-03-312026-05-08

GLW CORNING INC12.2K sharesnew addition2026-03-312026-05-08

FIX COMFORT SYS USA INC1.2K shares-8.04%2026-03-312026-05-08

DAR DARLING INGREDIENTS INC25.9K sharesnew addition2026-03-312026-05-08

COHERENT CORP COHERENT CORP6.6K shares344.35%2026-03-312026-05-08

LITE LUMENTUM HLDGS INC2.2K sharesnew addition2026-03-312026-05-08

RCL ROYAL CARIBBEAN GROUP5.5K shares-8.69%2026-03-312026-05-08

FTAI AVIATION LTD FTAI AVIATION LTD5.8K sharesnew addition2026-03-312026-05-08

Sponsored

SCHD SCHWAB STRATEGIC TR44.0K shares-8.62%2026-03-312026-05-08

DVOL FIRST TR EXCHANGE TRADED FD37.7K shares-6.50%2026-03-312026-05-08

KEYS KEYSIGHT TECHNOLOGIES INC4.6K sharesnew addition2026-03-312026-05-08

WMT WALMART INC10.1K shares13.16%2026-03-312026-05-08

UI UBIQUITI INC1.6K shares25.74%2026-03-312026-05-08

IWF ISHARES TR2.9K sharesnew addition2026-03-312026-05-08

SPTL SPDR SERIES TRUST44.9K sharesnew addition2026-03-312026-05-08

UNFI UNITED NAT FOODS INC25.5K shares-17.89%2026-03-312026-05-08

Sponsored

MUB ISHARES TR10.4K sharesnew addition2026-03-312026-05-08

KGC KINROSS GOLD CORP33.0K sharesnew addition2026-03-312026-05-08

AEM AGNICO EAGLE MINES LTD4.9K shares-11.48%2026-03-312026-05-08

FCX FREEPORT MCMORAN INC16.5K sharesnew addition2026-03-312026-05-08

OKTA OKTA INC12.2K sharesnew addition2026-03-312026-05-08

IBKR INTERACTIVE BROKERS GROUP IN14.3K shares5.14%2026-03-312026-05-08

WBD WARNER BROS DISCOVERY INC34.8K shares-70.80%2026-03-312026-05-08

RSSB TIDAL TRUST II34.8K shares-0.77%2026-03-312026-05-08

Sponsored

V VISA INC3.1K shares-3.02%2026-03-312026-05-08

FDD FIRST TR EXCHANGE-TRADED FD52.8K sharesnew addition2026-03-312026-05-08

CCJ CAMECO CORP8.4K shares-12.22%2026-03-312026-05-08

ALNY ALNYLAM PHARMACEUTICALS INC2.7K shares26.64%2026-03-312026-05-08

DFUS DIMENSIONAL ETF TRUST12.7K shares22.10%2026-03-312026-05-08

MTUM ISHARES TR3.7K shares6.54%2026-03-312026-05-08

UAL UNITED AIRLS HLDGS INC9.7K shares1.66%2026-03-312026-05-08

FTCS FIRST TR EXCHANGE-TRADED FD9.4K shares-7.43%2026-03-312026-05-08

Sponsored

BUFR FIRST TR EXCHNG TRADED FD VI25.9K shares-21.72%2026-03-312026-05-08

KNG FIRST TR EXCHANGE-TRADED FD17.8K shares-83.39%2026-03-312026-05-08

SCHH SCHWAB STRATEGIC TR40.2K sharesnew addition2026-03-312026-05-08

DVLU FIRST TR EXCHANGE TRADED FD25.2K shares-15.08%2026-03-312026-05-08

ENB ENBRIDGE INC15.8K shares217.30%2026-03-312026-05-08

FKU FIRST TR EXCH TRD ALPHDX FD16.9K sharesnew addition2026-03-312026-05-08

BIL SPDR SERIES TRUST9.2K shares-77.72%2026-03-312026-05-08

IJT ISHARES TR5.7K shares0.00%2026-03-312026-05-08

Sponsored

QCLN FIRST TR EXCHANGE-TRADED FD17.5K shares-16.67%2026-03-312026-05-08

IAGG ISHARES TR16.1K sharesnew addition2026-03-312026-05-08

PAAS PAN AMERN SILVER CORP14.6K sharesnew addition2026-03-312026-05-08

FGM FIRST TR EXCH TRD ALPHDX FD13.2K sharesnew addition2026-03-312026-05-08

EFAV ISHARES TR8.6K sharesnew addition2026-03-312026-05-08

HLF HERBALIFE LTD52.2K sharesnew addition2026-03-312026-05-08

FDT FIRST TR EXCH TRD ALPHDX FD8.4K shares-19.73%2026-03-312026-05-08

VO VANGUARD INDEX FDS2.4K shares-0.54%2026-03-312026-05-08

Sponsored

GEV GE VERNOVA INC760 shares14.11%2026-03-312026-05-08

SBUX STARBUCKS CORP7.1K shares-14.88%2026-03-312026-05-08

ASTS AST SPACEMOBILE INC7.7K sharesnew addition2026-03-312026-05-08

CRM SALESFORCE INC3.4K sharesnew addition2026-03-312026-05-08

PM PHILIP MORRIS INTL INC3.8K shares6.61%2026-03-312026-05-08

RXRX RECURSION PHARMACEUTICALS IN204.0K sharesnew addition2026-03-312026-05-08

CAT CATERPILLAR INC880 shares46.42%2026-03-312026-05-08

MO ALTRIA GROUP INC9.4K shares-0.18%2026-03-312026-05-08

Sponsored

BSJS INVESCO EXCH TRD SLF IDX FD28.5K shares5.36%2026-03-312026-05-08

KO COCA COLA CO8.1K shares12.27%2026-03-312026-05-08

BSJR INVESCO EXCH TRD SLF IDX FD27.1K shares7.88%2026-03-312026-05-08

RTX RTX CORPORATION3.1K shares51.42%2026-03-312026-05-08

BSJU INVESCO EXCH TRD SLF IDX FD23.2K sharesnew addition2026-03-312026-05-08

CRWD CROWDSTRIKE HLDGS INC1.5K shares-7.49%2026-03-312026-05-08

BSJQ INVESCO EXCH TRD SLF IDX FD25.0K shares2.92%2026-03-312026-05-08

MCD MCDONALDS CORP1.8K sharesnew addition2026-03-312026-05-08

Sponsored

NRG NRG ENERGY INC3.7K shares-56.12%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON2.2K shares119.76%2026-03-312026-05-08

ABBV ABBVIE INC2.4K shares21.10%2026-03-312026-05-08

JCI JOHNSON CONTROLS INTERNATION3.9K shares1.83%2026-03-312026-05-08

VTV VANGUARD INDEX FDS2.5K shares66.45%2026-03-312026-05-08

VIK VIKING HOLDINGS LTD6.7K shares16.25%2026-03-312026-05-08

LVHD LEGG MASON ETF INVT11.4K sharesnew addition2026-03-312026-05-08

SPHD INVESCO EXCH TRADED FD TR II9.8K sharesnew addition2026-03-312026-05-08

Sponsored

MA MASTERCARD INCORPORATED961 shares-59.66%2026-03-312026-05-08

PG PROCTER & GAMBLE CO3.3K shares42.51%2026-03-312026-05-08

BSJT INVESCO EXCH TRD SLF IDX FD22.3K shares-16.74%2026-03-312026-05-08

MS MORGAN STANLEY2.8K shares33.16%2026-03-312026-05-08

QCOM QUALCOMM INC3.6K shares-1.39%2026-03-312026-05-08

GLD SPDR GOLD TR1.0K sharesnew addition2026-03-312026-05-08

MAR MARRIOTT INTL INC NEW1.3K shares3.74%2026-03-312026-05-08

ORCL ORACLE CORP2.9K shares-42.65%2026-03-312026-05-08

Sponsored

ISHARES GOLD TR ISHARES GOLD TR4.8K shares-17.80%2026-03-312026-05-08

SLV ISHARES SILVER TR6.2K shares-28.45%2026-03-312026-05-08

PEP PEPSICO INC2.7K shares40.77%2026-03-312026-05-08

DWAW ADVISORSHARES TR9.7K shares-3.29%2026-03-312026-05-08

TMUS T-MOBILE US INC2.0K shares5.31%2026-03-312026-05-08

VBIL VANGUARD INSTL INDEX FD5.4K shares-7.05%2026-03-312026-05-08

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.2K shares18.85%2026-03-312026-05-08

APP APPLOVIN CORP1.0K shares-58.61%2026-03-312026-05-08

Sponsored

CRWV COREWEAVE INC5.1K shares-16.40%2026-03-312026-05-08

LINDE PLC LINDE PLC792 sharesnew addition2026-03-312026-05-08

INSW INTERNATIONAL SEAWAYS INC5.3K sharesnew addition2026-03-312026-05-08

XJUN FIRST TR EXCHNG TRADED FD VI9.0K shares0.00%2026-03-312026-05-08

XDEC FIRST TR EXCHNG TRADED FD VI9.6K shares2.37%2026-03-312026-05-08

PLTR PALANTIR TECHNOLOGIES INC2.6K shares-66.76%2026-03-312026-05-08

VXUS VANGUARD STAR FDS5.0K sharesnew addition2026-03-312026-05-08

NKE NIKE INC7.1K shares-3.90%2026-03-312026-05-08

Sponsored

AJG GALLAGHER ARTHUR J & CO1.7K shares-33.59%2026-03-312026-05-08

BILL HOLDINGS INC BILL HOLDINGS INC9.6K sharesnew addition2026-03-312026-05-08

ADI ANALOG DEVICES INC1.1K shares47.32%2026-03-312026-05-08

CSCO CISCO SYS INC4.5K shares13.29%2026-03-312026-05-08

KLAC KLA CORP233 sharesnew addition2026-03-312026-05-08

QDEC FIRST TR EXCHNG TRADED FD VI10.7K shares-2.14%2026-03-312026-05-08

RZV INVESCO EXCHANGE TRADED FD T2.7K shares0.00%2026-03-312026-05-08

VST VISTRA CORP2.2K shares24.36%2026-03-312026-05-08

Sponsored

DFSU DIMENSIONAL ETF TRUST7.9K shares55.27%2026-03-312026-05-08

BND VANGUARD BD INDEX FDS4.3K sharesnew addition2026-03-312026-05-08

WFC WELLS FARGO & CO4.0K sharesnew addition2026-03-312026-05-08

PIE INVESCO EXCH TRADED FD TR II12.1K shares-1.83%2026-03-312026-05-08

TJX TJX COS INC NEW1.9K shares1.21%2026-03-312026-05-08

CL COLGATE PALMOLIVE CO3.6K shares-48.78%2026-03-312026-05-08

PLD PROLOGIS INC.2.3K shares5.21%2026-03-312026-05-08

VHT VANGUARD WORLD FD1.1K shares0.00%2026-03-312026-05-08

Sponsored

PANW PALO ALTO NETWORKS INC1.9K shares58.70%2026-03-312026-05-08

GRID FIRST TR EXCHANGE-TRADED FD1.8K shares13.57%2026-03-312026-05-08

AIRR FIRST TR EXCHANGE TRADED FD2.6K shares-6.70%2026-03-312026-05-08

UBER UBER TECHNOLOGIES INC4.0K shares0.56%2026-03-312026-05-08

MNTN MNTN INC31.0K shares0.00%2026-03-312026-05-08

GOEX GLOBAL X FDS3.2K shares-12.45%2026-03-312026-05-08

DBP INVESCO DB MULTI-SECTOR COMM2.5K sharesnew addition2026-03-312026-05-08

RRX REGAL REXNORD CORPORATION1.4K sharesnew addition2026-03-312026-05-08

Sponsored

HEI HEICO CORP NEW981 shares0.00%2026-03-312026-05-08

TEM TEMPUS AI INC5.7K shares18.25%2026-03-312026-05-08

PPG PPG INDS INC2.4K shares1.39%2026-03-312026-05-08

CVX CHEVRON CORPORATION1.2K sharesnew addition2026-03-312026-05-08

GBTC GRAYSCALE BITCOIN TRUST ETF4.7K shares-1.45%2026-03-312026-05-08

VFH VANGUARD WORLD FD2.0K shares-1.87%2026-03-312026-05-08

ALG ALAMO GROUP INC1.5K shares0.00%2026-03-312026-05-08

FV FIRST TR EXCHANGE TRADED FD4.0K shares-0.57%2026-03-312026-05-08

Sponsored

ACWI ISHARES TR1.7K shares0.00%2026-03-312026-05-08

SYK STRYKER CORPORATION713 shares-19.71%2026-03-312026-05-08

DFAT DIMENSIONAL ETF TRUST3.7K sharesnew addition2026-03-312026-05-08

SNOW SNOWFLAKE INC1.5K shares-28.91%2026-03-312026-05-08

REGN REGENERON PHARMACEUTICALS297 shares6.07%2026-03-312026-05-08

GDX VANECK ETF TRUST2.5K shares-10.81%2026-03-312026-05-08

ADVISORSHARES TR ADVISORSHARES TR4.4K shares-0.31%2026-03-312026-05-08

FIW FIRST TR EXCHANGE-TRADED FD2.1K shares10.08%2026-03-312026-05-08

Sponsored

CITIGROUP INC CITIGROUP INC1.9K sharesnew addition2026-03-312026-05-08

IWP ISHARES TR1.7K sharesnew addition2026-03-312026-05-08

HD HOME DEPOT INC644 sharesnew addition2026-03-312026-05-08

SLVP ISHARES INC5.9K shares-43.78%2026-03-312026-05-08

MERCK & CO INC MERCK & CO INC1.7K sharesnew addition2026-03-312026-05-08

QYLD GLOBAL X FDS11.3K shares13.24%2026-03-312026-05-08

MFG MIZUHO FINANCIAL GROUP INC11.5K shares0.00%2026-03-312026-05-08

CO-DIAGNOSTICS INC CO-DIAGNOSTICS INC41.4K sharesnew addition2026-03-312026-05-08

Sponsored

MSFT

MICROSOFT CORP

14.53%

Shares180.9K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

-2.51%

Shares366.5K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

1.79%

Shares236.1K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

36.73%

Shares166.8K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

9.05%

Shares216.1K

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR

-3.84%

Shares67.3K

Event2026-03-31

Filed2026-05-08

COST

COSTCO WHOLESALE CORPORATION

14.79%

Shares27.6K

Event2026-03-31

Filed2026-05-08

META

META PLATFORMS INC

-1.37%

Shares48.0K

Event2026-03-31

Filed2026-05-08

EWY

ISHARES INC

-2.61%

Shares219.3K

Event2026-03-31

Filed2026-05-08

NFLX

NETFLIX INC.

33.24%

Shares272.2K

Event2026-03-31

Filed2026-05-08

BROADCOM INC

5.72%

Shares82.8K

Event2026-03-31

Filed2026-05-08

EUSA

ISHARES INC

-3.09%

Shares207.1K

Event2026-03-31

Filed2026-05-08

TSLA

TESLA INC

13.22%

Shares55.4K

Event2026-03-31

Filed2026-05-08

MICRON TECHNOLOGY INC

-21.76%

Shares58.3K

Event2026-03-31

Filed2026-05-08

VRT

VERTIV HOLDINGS CO

1.16%

Shares78.4K

Event2026-03-31

Filed2026-05-08

NET

CLOUDFLARE INC

4.26%

Shares87.5K

Event2026-03-31

Filed2026-05-08

ASML

ASML HLDG NV

-16.70%

Shares13.6K

Event2026-03-31

Filed2026-05-08

VUG

VANGUARD INDEX FDS

1315.24%

Shares38.5K

Event2026-03-31

Filed2026-05-08

NVO

NOVO-NORDISK A S

93.19%

Shares450.2K

Event2026-03-31

Filed2026-05-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-9.53%

Shares47.4K

Event2026-03-31

Filed2026-05-08

FDM

FIRST TR EXCHANGE-TRADED FD

-0.87%

Shares189.3K

Event2026-03-31

Filed2026-05-08

IJH

ISHARES TR

24.42%

Shares227.6K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

-36.66%

Shares87.1K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

-2.85%

Shares15.9K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

13.72%

Shares21.8K

Event2026-03-31

Filed2026-05-08

VYM

VANGUARD WHITEHALL FDS

-7.06%

Shares93.7K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

3.89%

Shares45.7K

Event2026-03-31

Filed2026-05-08

IWD

ISHARES TR

New

Shares61.7K

Event2026-03-31

Filed2026-05-08

SPMB

SPDR SERIES TRUST

New

Shares587.2K

Event2026-03-31

Filed2026-05-08

LQD

ISHARES TR

475.85%

Shares120.5K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

-23.89%

Shares27.3K

Event2026-03-31

Filed2026-05-08

CEG

CONSTELLATION ENERGY CORP

10.81%

Shares46.8K

Event2026-03-31

Filed2026-05-08

AMD

ADVANCED MICRO DEVICES INC

-0.19%

Shares64.2K

Event2026-03-31

Filed2026-05-08

JBS

JBS N.V.

1.31%

Shares720.8K

Event2026-03-31

Filed2026-05-08

RSST

TIDAL TRUST II

189.64%

Shares449.1K

Event2026-03-31

Filed2026-05-08

UNH

UNITEDHEALTH GROUP INC

2928.11%

Shares44.1K

Event2026-03-31

Filed2026-05-08

ZILLOW GROUP INC

81.28%

Shares277.5K

Event2026-03-31

Filed2026-05-08

HAL

HALLIBURTON CO

-38.20%

Shares293.5K

Event2026-03-31

Filed2026-05-08

INTU

INTUIT

New

Shares26.1K

Event2026-03-31

Filed2026-05-08

INTC

INTEL CORP

-34.34%

Shares250.6K

Event2026-03-31

Filed2026-05-08

MP MATERIALS CORP

17.00%

Shares224.7K

Event2026-03-31

Filed2026-05-08

HQY

HEALTHEQUITY INC

25.42%

Shares127.2K

Event2026-03-31

Filed2026-05-08

ARISTA NETWORKS INC

5.68%

Shares86.3K

Event2026-03-31

Filed2026-05-08

RKT

ROCKET COS INC

4.93%

Shares729.9K

Event2026-03-31

Filed2026-05-08

PYPL

PAYPAL HLDGS INC

New

Shares229.5K

Event2026-03-31

Filed2026-05-08

CAG

CONAGRA BRANDS INC

New

Shares657.7K

Event2026-03-31

Filed2026-05-08

AXP

AMERICAN EXPRESS CO

-5.96%

Shares34.1K

Event2026-03-31

Filed2026-05-08

NEM

NEWMONT CORP

New

Shares93.7K

Event2026-03-31

Filed2026-05-08

GOLDMAN SACHS GROUP INC

-7.11%

Shares11.9K

Event2026-03-31

Filed2026-05-08

ALK

ALASKA AIR GROUP INC

19.23%

Shares270.0K

Event2026-03-31

Filed2026-05-08

ZION

ZIONS BANCORPORATION NATL AS

1.77%

Shares171.6K

Event2026-03-31

Filed2026-05-08

SPAB

SPDR SERIES TRUST

New

Shares384.0K

Event2026-03-31

Filed2026-05-08

VERIZON COMMUNICATIONS INC

-24.91%

Shares191.7K

Event2026-03-31

Filed2026-05-08

SGOV

ISHARES TR

-48.73%

Shares95.4K

Event2026-03-31

Filed2026-05-08

POWL

POWELL INDS INC

-53.05%

Shares16.5K

Event2026-03-31

Filed2026-05-08

BOEING CO

7.30%

Shares44.7K

Event2026-03-31

Filed2026-05-08

IVV

ISHARES TR

-1.11%

Shares13.6K

Event2026-03-31

Filed2026-05-08

WASTE MGMT INC DEL

New

Shares37.5K

Event2026-03-31

Filed2026-05-08

SPSM

SPDR SERIES TRUST

2.30%

Shares178.2K

Event2026-03-31

Filed2026-05-08

BOXX

EA SERIES TRUST

-36.61%

Shares67.9K

Event2026-03-31

Filed2026-05-08

PYLD

PIMCO ETF TR

New

Shares300.4K

Event2026-03-31

Filed2026-05-08

ISHARES TR

New

Shares113.3K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

3.95%

Shares25.7K

Event2026-03-31

Filed2026-05-08

STIP

ISHARES TR

New

Shares70.3K

Event2026-03-31

Filed2026-05-08

BAC

BANK AMERICA CORP

3.30%

Shares141.6K

Event2026-03-31

Filed2026-05-08

CMCSA

COMCAST CORP NEW

2409.67%

Shares240.2K

Event2026-03-31

Filed2026-05-08

TIDAL TRUST II

86.18%

Shares309.6K

Event2026-03-31

Filed2026-05-08

BILZ

PIMCO ETF TR

0.92%

Shares64.6K

Event2026-03-31

Filed2026-05-08

PFE

PFIZER INC

New

Shares224.4K

Event2026-03-31

Filed2026-05-08

CERY

SPDR SERIES TRUST

27.40%

Shares178.4K

Event2026-03-31

Filed2026-05-08

DOC

HEALTHPEAK PROPERTIES INC

2515.97%

Shares378.9K

Event2026-03-31

Filed2026-05-08

TBLL

INVESCO EXCH TRADED FD TR II

New

Shares57.8K

Event2026-03-31

Filed2026-05-08

IJR

ISHARES TR

29.85%

Shares48.1K

Event2026-03-31

Filed2026-05-08

XLI

SELECT SECTOR SPDR TR

472.67%

Shares36.1K

Event2026-03-31

Filed2026-05-08

GVIP

GOLDMAN SACHS ETF TR

4.64%

Shares40.0K

Event2026-03-31

Filed2026-05-08

GBIL

GOLDMAN SACHS ETF TR

-48.40%

Shares57.3K

Event2026-03-31

Filed2026-05-08

XSHQ

INVESCO EXCH TRADED FD TR II

2.90%

Shares131.4K

Event2026-03-31

Filed2026-05-08

HWM

HOWMET AEROSPACE INC

-2.10%

Shares24.0K

Event2026-03-31

Filed2026-05-08

MLPA

GLOBAL X FDS

18.06%

Shares98.2K

Event2026-03-31

Filed2026-05-08

IWM

ISHARES TR

8.62%

Shares19.9K

Event2026-03-31

Filed2026-05-08

CEMB

ISHARES INC

New

Shares107.0K

Event2026-03-31

Filed2026-05-08

WDC

WESTERN DIGITAL CORP

144.92%

Shares17.8K

Event2026-03-31

Filed2026-05-08

VIG

VANGUARD SPECIALIZED FUNDS

-0.52%

Shares21.4K

Event2026-03-31

Filed2026-05-08

XLC

SELECT SECTOR SPDR TR

1.65%

Shares41.4K

Event2026-03-31

Filed2026-05-08

XLK

SELECT SECTOR SPDR TR

-47.45%

Shares34.5K

Event2026-03-31

Filed2026-05-08

LAM RESEARCH CORP

17.93%

Shares20.9K

Event2026-03-31

Filed2026-05-08

SPYV

SPDR SERIES TRUST

New

Shares74.2K

Event2026-03-31

Filed2026-05-08

IVW

ISHARES TR

-1.79%

Shares35.5K

Event2026-03-31

Filed2026-05-08

SCHF

SCHWAB STRATEGIC TR

New

Shares151.2K

Event2026-03-31

Filed2026-05-08

IEI

ISHARES TR

New

Shares30.8K

Event2026-03-31

Filed2026-05-08

IGIB

ISHARES TR

New

Shares66.7K

Event2026-03-31

Filed2026-05-08

NANR

SPDR INDEX SHS FDS

New

Shares41.3K

Event2026-03-31

Filed2026-05-08

VTI

VANGUARD INDEX FDS

44.45%

Shares10.8K

Event2026-03-31

Filed2026-05-08

TIP

ISHARES TR

7.92%

Shares30.1K

Event2026-03-31

Filed2026-05-08

KOMP

SPDR SERIES TRUST

New

Shares56.7K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

-0.84%

Shares5.4K

Event2026-03-31

Filed2026-05-08

FLTR

VANECK ETF TRUST

New

Shares125.6K

Event2026-03-31

Filed2026-05-08

FCVT

FIRST TR EXCHANGE-TRADED FD

-17.00%

Shares71.9K

Event2026-03-31

Filed2026-05-08

FPE

FIRST TR EXCH TRADED FD III

-0.08%

Shares175.2K

Event2026-03-31

Filed2026-05-08

HYLS

FIRST TR EXCHANGE-TRADED FD

0.12%

Shares76.0K

Event2026-03-31

Filed2026-05-08

JAAA

JANUS DETROIT STR TR

417.84%

Shares61.2K

Event2026-03-31

Filed2026-05-08

SHY

ISHARES TR

2.79%

Shares37.1K

Event2026-03-31

Filed2026-05-08

VCSH

VANGUARD SCOTTSDALE FDS

New

Shares38.4K

Event2026-03-31

Filed2026-05-08

VWO

VANGUARD INTL EQUITY INDEX F

New

Shares56.0K

Event2026-03-31

Filed2026-05-08

EFA

ISHARES TR

New

Shares30.9K

Event2026-03-31

Filed2026-05-08

FTSL

FIRST TR EXCHANGE-TRADED FD

-4.18%

Shares66.0K

Event2026-03-31

Filed2026-05-08

TER

TERADYNE INC

11.77%

Shares9.2K

Event2026-03-31

Filed2026-05-08

IJK

ISHARES TR

New

Shares26.5K

Event2026-03-31

Filed2026-05-08

SEAGATE TECHNOLOGY HLDNGS PL

-26.44%

Shares6.7K

Event2026-03-31

Filed2026-05-08

SPYM

SPDR SERIES TRUST

74.40%

Shares32.5K

Event2026-03-31

Filed2026-05-08

INVESCO EXCHANGE TRADED FD T

17.10%

Shares12.9K

Event2026-03-31

Filed2026-05-08

AXIL

AXIL BRANDS INC

0.00%

Shares334.8K

Event2026-03-31

Filed2026-05-08

SHV

ISHARES TR

-0.39%

Shares20.3K

Event2026-03-31

Filed2026-05-08

HYG

ISHARES TR

-11.16%

Shares28.1K

Event2026-03-31

Filed2026-05-08

CWB

SPDR SERIES TRUST

-0.51%

Shares23.6K

Event2026-03-31

Filed2026-05-08

EMB

ISHARES TR

-4.96%

Shares22.6K

Event2026-03-31

Filed2026-05-08

VNQ

VANGUARD INDEX FDS

New

Shares23.1K

Event2026-03-31

Filed2026-05-08

AMAT

APPLIED MATLS INC

200.71%

Shares5.9K

Event2026-03-31

Filed2026-05-08

SPTI

SPDR SERIES TRUST

New

Shares69.9K

Event2026-03-31

Filed2026-05-08

IJJ

ISHARES TR

New

Shares14.9K

Event2026-03-31

Filed2026-05-08

EEM

ISHARES TR

0.22%

Shares34.4K

Event2026-03-31

Filed2026-05-08

PIZ

INVESCO EXCH TRADED FD TR II

339.27%

Shares39.0K

Event2026-03-31

Filed2026-05-08

JBBB

JANUS DETROIT STR TR

427.27%

Shares41.4K

Event2026-03-31

Filed2026-05-08

PDP

INVESCO EXCHANGE TRADED FD T

86.85%

Shares16.0K

Event2026-03-31

Filed2026-05-08

FTHY

FIRST TR HIGH YIELD OPPRT 20

-0.24%

Shares140.5K

Event2026-03-31

Filed2026-05-08

IWO

ISHARES TR

New

Shares6.0K

Event2026-03-31

Filed2026-05-08

EBND

SPDR SERIES TRUST

New

Shares91.7K

Event2026-03-31

Filed2026-05-08

CNA

CNA FINL CORP

New

Shares40.9K

Event2026-03-31

Filed2026-05-08

GE AEROSPACE

-3.47%

Shares6.2K

Event2026-03-31

Filed2026-05-08

GLW

CORNING INC

New

Shares12.2K

Event2026-03-31

Filed2026-05-08

FIX

COMFORT SYS USA INC

-8.04%

Shares1.2K

Event2026-03-31

Filed2026-05-08

DAR

DARLING INGREDIENTS INC

New

Shares25.9K

Event2026-03-31

Filed2026-05-08

COHERENT CORP

344.35%

Shares6.6K

Event2026-03-31

Filed2026-05-08

LITE

LUMENTUM HLDGS INC

New

Shares2.2K

Event2026-03-31

Filed2026-05-08

RCL

ROYAL CARIBBEAN GROUP

-8.69%

Shares5.5K

Event2026-03-31

Filed2026-05-08

FTAI AVIATION LTD

New

Shares5.8K

Event2026-03-31

Filed2026-05-08

SCHD

SCHWAB STRATEGIC TR

-8.62%

Shares44.0K

Event2026-03-31

Filed2026-05-08

DVOL

FIRST TR EXCHANGE TRADED FD

-6.50%

Shares37.7K

Event2026-03-31

Filed2026-05-08

KEYS

KEYSIGHT TECHNOLOGIES INC

New

Shares4.6K

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC

13.16%

Shares10.1K

Event2026-03-31

Filed2026-05-08

UBIQUITI INC

25.74%

Shares1.6K

Event2026-03-31

Filed2026-05-08

IWF

ISHARES TR

New

Shares2.9K

Event2026-03-31

Filed2026-05-08

SPTL

SPDR SERIES TRUST

New

Shares44.9K

Event2026-03-31

Filed2026-05-08

UNFI

UNITED NAT FOODS INC

-17.89%

Shares25.5K

Event2026-03-31

Filed2026-05-08

MUB

ISHARES TR

New

Shares10.4K

Event2026-03-31

Filed2026-05-08

KGC

KINROSS GOLD CORP

New

Shares33.0K

Event2026-03-31

Filed2026-05-08

AEM

AGNICO EAGLE MINES LTD

-11.48%

Shares4.9K

Event2026-03-31

Filed2026-05-08

FCX

FREEPORT MCMORAN INC

New

Shares16.5K

Event2026-03-31

Filed2026-05-08

OKTA

OKTA INC

New

Shares12.2K

Event2026-03-31

Filed2026-05-08

IBKR

INTERACTIVE BROKERS GROUP IN

5.14%

Shares14.3K

Event2026-03-31

Filed2026-05-08

WBD

WARNER BROS DISCOVERY INC

-70.80%

Shares34.8K

Event2026-03-31

Filed2026-05-08

RSSB

TIDAL TRUST II

-0.77%

Shares34.8K

Event2026-03-31

Filed2026-05-08

VISA INC

-3.02%

Shares3.1K

Event2026-03-31

Filed2026-05-08

FDD

FIRST TR EXCHANGE-TRADED FD

New

Shares52.8K

Event2026-03-31

Filed2026-05-08

CCJ

CAMECO CORP

-12.22%

Shares8.4K

Event2026-03-31

Filed2026-05-08

ALNY

ALNYLAM PHARMACEUTICALS INC

26.64%

Shares2.7K

Event2026-03-31

Filed2026-05-08

DFUS

DIMENSIONAL ETF TRUST

22.10%

Shares12.7K

Event2026-03-31

Filed2026-05-08

MTUM

ISHARES TR

6.54%

Shares3.7K

Event2026-03-31

Filed2026-05-08

UAL

UNITED AIRLS HLDGS INC

1.66%

Shares9.7K

Event2026-03-31

Filed2026-05-08

FTCS

FIRST TR EXCHANGE-TRADED FD

-7.43%

Shares9.4K

Event2026-03-31

Filed2026-05-08

BUFR

FIRST TR EXCHNG TRADED FD VI

-21.72%

Shares25.9K

Event2026-03-31

Filed2026-05-08

KNG

FIRST TR EXCHANGE-TRADED FD

-83.39%

Shares17.8K

Event2026-03-31

Filed2026-05-08

SCHH

SCHWAB STRATEGIC TR

New

Shares40.2K

Event2026-03-31

Filed2026-05-08

DVLU

FIRST TR EXCHANGE TRADED FD

-15.08%

Shares25.2K

Event2026-03-31

Filed2026-05-08

ENB

ENBRIDGE INC

217.30%

Shares15.8K

Event2026-03-31

Filed2026-05-08

FKU

FIRST TR EXCH TRD ALPHDX FD

New

Shares16.9K

Event2026-03-31

Filed2026-05-08

BIL

SPDR SERIES TRUST

-77.72%

Shares9.2K

Event2026-03-31

Filed2026-05-08

IJT

ISHARES TR

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-08

QCLN

FIRST TR EXCHANGE-TRADED FD

-16.67%

Shares17.5K

Event2026-03-31

Filed2026-05-08

IAGG

ISHARES TR

New

Shares16.1K

Event2026-03-31

Filed2026-05-08

PAAS

PAN AMERN SILVER CORP

New

Shares14.6K

Event2026-03-31

Filed2026-05-08

FGM

FIRST TR EXCH TRD ALPHDX FD

New

Shares13.2K

Event2026-03-31

Filed2026-05-08

EFAV

ISHARES TR

New

Shares8.6K

Event2026-03-31

Filed2026-05-08

HLF

HERBALIFE LTD

New

Shares52.2K

Event2026-03-31

Filed2026-05-08

FDT

FIRST TR EXCH TRD ALPHDX FD

-19.73%

Shares8.4K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

-0.54%

Shares2.4K

Event2026-03-31

Filed2026-05-08

GEV

GE VERNOVA INC

14.11%

Shares760

Event2026-03-31

Filed2026-05-08

SBUX

STARBUCKS CORP

-14.88%

Shares7.1K

Event2026-03-31

Filed2026-05-08

ASTS

AST SPACEMOBILE INC

New

Shares7.7K

Event2026-03-31

Filed2026-05-08

CRM

SALESFORCE INC

New

Shares3.4K

Event2026-03-31

Filed2026-05-08

PHILIP MORRIS INTL INC

6.61%

Shares3.8K

Event2026-03-31

Filed2026-05-08

RXRX

RECURSION PHARMACEUTICALS IN

New

Shares204.0K

Event2026-03-31

Filed2026-05-08

CAT

CATERPILLAR INC

46.42%

Shares880

Event2026-03-31

Filed2026-05-08

ALTRIA GROUP INC

-0.18%

Shares9.4K

Event2026-03-31

Filed2026-05-08

BSJS

INVESCO EXCH TRD SLF IDX FD

5.36%

Shares28.5K

Event2026-03-31

Filed2026-05-08

COCA COLA CO

12.27%

Shares8.1K

Event2026-03-31

Filed2026-05-08

BSJR

INVESCO EXCH TRD SLF IDX FD

7.88%

Shares27.1K

Event2026-03-31

Filed2026-05-08

RTX

RTX CORPORATION

51.42%

Shares3.1K

Event2026-03-31

Filed2026-05-08

BSJU

INVESCO EXCH TRD SLF IDX FD

New

Shares23.2K

Event2026-03-31

Filed2026-05-08

CRWD

CROWDSTRIKE HLDGS INC

-7.49%

Shares1.5K

Event2026-03-31

Filed2026-05-08

BSJQ

INVESCO EXCH TRD SLF IDX FD

2.92%

Shares25.0K

Event2026-03-31

Filed2026-05-08

MCD

MCDONALDS CORP

New

Shares1.8K

Event2026-03-31

Filed2026-05-08

NRG

NRG ENERGY INC

-56.12%

Shares3.7K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

119.76%

Shares2.2K

Event2026-03-31

Filed2026-05-08

ABBV

ABBVIE INC

21.10%

Shares2.4K

Event2026-03-31

Filed2026-05-08

JCI

JOHNSON CONTROLS INTERNATION

1.83%

Shares3.9K

Event2026-03-31

Filed2026-05-08

VTV

VANGUARD INDEX FDS

66.45%

Shares2.5K

Event2026-03-31

Filed2026-05-08

VIK

VIKING HOLDINGS LTD

16.25%

Shares6.7K

Event2026-03-31

Filed2026-05-08

LVHD

LEGG MASON ETF INVT

New

Shares11.4K

Event2026-03-31

Filed2026-05-08

SPHD

INVESCO EXCH TRADED FD TR II

New

Shares9.8K

Event2026-03-31

Filed2026-05-08

MASTERCARD INCORPORATED

-59.66%

Shares961

Event2026-03-31

Filed2026-05-08

PROCTER & GAMBLE CO

42.51%

Shares3.3K

Event2026-03-31

Filed2026-05-08

BSJT

INVESCO EXCH TRD SLF IDX FD

-16.74%

Shares22.3K

Event2026-03-31

Filed2026-05-08

MORGAN STANLEY

33.16%

Shares2.8K

Event2026-03-31

Filed2026-05-08

QCOM

QUALCOMM INC

-1.39%

Shares3.6K

Event2026-03-31

Filed2026-05-08

GLD

SPDR GOLD TR

New

Shares1.0K

Event2026-03-31

Filed2026-05-08

MAR

MARRIOTT INTL INC NEW

3.74%

Shares1.3K

Event2026-03-31

Filed2026-05-08

ORCL

ORACLE CORP

-42.65%

Shares2.9K

Event2026-03-31

Filed2026-05-08

ISHARES GOLD TR

-17.80%

Shares4.8K

Event2026-03-31

Filed2026-05-08

SLV

ISHARES SILVER TR

-28.45%

Shares6.2K

Event2026-03-31

Filed2026-05-08

PEP

PEPSICO INC

40.77%

Shares2.7K

Event2026-03-31

Filed2026-05-08

DWAW

ADVISORSHARES TR

-3.29%

Shares9.7K

Event2026-03-31

Filed2026-05-08

TMUS

T-MOBILE US INC

5.31%

Shares2.0K

Event2026-03-31

Filed2026-05-08

VBIL

VANGUARD INSTL INDEX FD

-7.05%

Shares5.4K

Event2026-03-31

Filed2026-05-08

GENERAL DYNAMICS CORP

18.85%

Shares1.2K

Event2026-03-31

Filed2026-05-08

APP

APPLOVIN CORP

-58.61%

Shares1.0K

Event2026-03-31

Filed2026-05-08

CRWV

COREWEAVE INC

-16.40%

Shares5.1K

Event2026-03-31

Filed2026-05-08

LINDE PLC

New

Shares792

Event2026-03-31

Filed2026-05-08

INSW

INTERNATIONAL SEAWAYS INC

New

Shares5.3K

Event2026-03-31

Filed2026-05-08

XJUN

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-08

XDEC

FIRST TR EXCHNG TRADED FD VI

2.37%

Shares9.6K

Event2026-03-31

Filed2026-05-08

PLTR

PALANTIR TECHNOLOGIES INC

-66.76%

Shares2.6K

Event2026-03-31

Filed2026-05-08

VXUS

VANGUARD STAR FDS

New

Shares5.0K

Event2026-03-31

Filed2026-05-08

NKE

NIKE INC

-3.90%

Shares7.1K

Event2026-03-31

Filed2026-05-08

AJG

GALLAGHER ARTHUR J & CO

-33.59%

Shares1.7K

Event2026-03-31

Filed2026-05-08

BILL HOLDINGS INC

New

Shares9.6K

Event2026-03-31

Filed2026-05-08

ADI

ANALOG DEVICES INC

47.32%

Shares1.1K

Event2026-03-31

Filed2026-05-08

CSCO

CISCO SYS INC

13.29%

Shares4.5K

Event2026-03-31

Filed2026-05-08

KLAC

KLA CORP

New

Shares233

Event2026-03-31

Filed2026-05-08

QDEC

FIRST TR EXCHNG TRADED FD VI

-2.14%

Shares10.7K

Event2026-03-31

Filed2026-05-08

RZV

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-08

VST

VISTRA CORP

24.36%

Shares2.2K

Event2026-03-31

Filed2026-05-08

DFSU

DIMENSIONAL ETF TRUST

55.27%

Shares7.9K

Event2026-03-31

Filed2026-05-08

BND

VANGUARD BD INDEX FDS

New

Shares4.3K

Event2026-03-31

Filed2026-05-08

WFC

WELLS FARGO & CO

New

Shares4.0K

Event2026-03-31

Filed2026-05-08

PIE

INVESCO EXCH TRADED FD TR II

-1.83%

Shares12.1K

Event2026-03-31

Filed2026-05-08

TJX

TJX COS INC NEW

1.21%

Shares1.9K

Event2026-03-31

Filed2026-05-08

COLGATE PALMOLIVE CO

-48.78%

Shares3.6K

Event2026-03-31

Filed2026-05-08

PLD

PROLOGIS INC.

5.21%

Shares2.3K

Event2026-03-31

Filed2026-05-08

VHT

VANGUARD WORLD FD

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-08

PANW

PALO ALTO NETWORKS INC

58.70%

Shares1.9K

Event2026-03-31

Filed2026-05-08

GRID

FIRST TR EXCHANGE-TRADED FD

13.57%

Shares1.8K

Event2026-03-31

Filed2026-05-08

AIRR

FIRST TR EXCHANGE TRADED FD

-6.70%

Shares2.6K

Event2026-03-31

Filed2026-05-08

UBER

UBER TECHNOLOGIES INC

0.56%

Shares4.0K

Event2026-03-31

Filed2026-05-08

MNTN

MNTN INC

0.00%

Shares31.0K

Event2026-03-31

Filed2026-05-08

GOEX

GLOBAL X FDS

-12.45%

Shares3.2K

Event2026-03-31

Filed2026-05-08

DBP

INVESCO DB MULTI-SECTOR COMM

New

Shares2.5K

Event2026-03-31

Filed2026-05-08

RRX

REGAL REXNORD CORPORATION

New

Shares1.4K

Event2026-03-31

Filed2026-05-08

HEI

HEICO CORP NEW

0.00%

Shares981

Event2026-03-31

Filed2026-05-08

TEM

TEMPUS AI INC

18.25%

Shares5.7K

Event2026-03-31

Filed2026-05-08

PPG

PPG INDS INC

1.39%

Shares2.4K

Event2026-03-31

Filed2026-05-08

CVX

CHEVRON CORPORATION

New

Shares1.2K

Event2026-03-31

Filed2026-05-08

GBTC

GRAYSCALE BITCOIN TRUST ETF

-1.45%

Shares4.7K

Event2026-03-31

Filed2026-05-08

VFH

VANGUARD WORLD FD

-1.87%

Shares2.0K

Event2026-03-31

Filed2026-05-08

ALG

ALAMO GROUP INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-08

FIRST TR EXCHANGE TRADED FD

-0.57%

Shares4.0K

Event2026-03-31

Filed2026-05-08

ACWI

ISHARES TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-08

SYK

STRYKER CORPORATION

-19.71%

Shares713

Event2026-03-31

Filed2026-05-08

DFAT

DIMENSIONAL ETF TRUST

New

Shares3.7K

Event2026-03-31

Filed2026-05-08

SNOW

SNOWFLAKE INC

-28.91%

Shares1.5K

Event2026-03-31

Filed2026-05-08

REGN

REGENERON PHARMACEUTICALS

6.07%

Shares297

Event2026-03-31

Filed2026-05-08

GDX

VANECK ETF TRUST

-10.81%

Shares2.5K

Event2026-03-31

Filed2026-05-08

ADVISORSHARES TR

-0.31%

Shares4.4K

Event2026-03-31

Filed2026-05-08

FIW

FIRST TR EXCHANGE-TRADED FD

10.08%

Shares2.1K

Event2026-03-31

Filed2026-05-08

CITIGROUP INC

New

Shares1.9K

Event2026-03-31

Filed2026-05-08

IWP

ISHARES TR

New

Shares1.7K

Event2026-03-31

Filed2026-05-08

HOME DEPOT INC

New

Shares644

Event2026-03-31

Filed2026-05-08

SLVP

ISHARES INC

-43.78%

Shares5.9K

Event2026-03-31

Filed2026-05-08

MERCK & CO INC

New

Shares1.7K

Event2026-03-31

Filed2026-05-08

QYLD

GLOBAL X FDS

13.24%

Shares11.3K

Event2026-03-31

Filed2026-05-08

MFG

MIZUHO FINANCIAL GROUP INC

0.00%

Shares11.5K

Event2026-03-31

Filed2026-05-08

CO-DIAGNOSTICS INC

New

Shares41.4K

Event2026-03-31

Filed2026-05-08

Call Option Holdings

INVESCO QQQ TR Call CallINVESCO QQQ TR135.0K sharesnew addition2026-03-312026-05-08

INVESCO QQQ TR Call

INVESCO QQQ TR

New

Shares135.0K

Event2026-03-31

Filed2026-05-08

Put Option Holdings

SPY Put PutSTATE STR SPDR S&P 500 ETF T7.6K sharesnew addition2026-03-312026-05-08

MSFT Put PutMICROSOFT CORP11.0K sharesnew addition2026-03-312026-05-08

SPY Put

STATE STR SPDR S&P 500 ETF T

New

Shares7.6K

Event2026-03-31

Filed2026-05-08

MSFT Put

MICROSOFT CORP

New

Shares11.0K

Event2026-03-31

Filed2026-05-08