Sponsored
The Analysis of Private Wealth Asset Management, LLC's Holdings & P&L
Currently, Private Wealth Asset Management, LLC holds 923 types of securities in its portfolio with a total value $935.4M. In the most recent quarter, they have increased their positions in CSRE (+235.4K shares, valued at $6.2M), SDVY (+153.0K shares, valued at $6.0M), RLY (+166.1K shares, valued at $6.0M); decreased their positions in IEMG (-57.2K shares, valued at $4.0M), VTIP (-33.5K shares, valued at $1.7M), AMZN (-6.9K shares, valued at $1.4M); initiated new positions in JMHI (+16.6K shares, valued at $828.2K), SHYM (+21.5K shares, valued at $472.8K), DGS (+2.0K shares, valued at $122.6K).
1M P&L
+24.9M+2.70%
3M P&L
-20.9M-2.16%
HY P&L
+37.4M+4.11%
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/A603.4M
69.3%
2Consumer Electronics28.7M
3.3%
3Drug Manufacturers - General23.5M
2.7%
Top Industries by Stock Count
1N/A260 stocks
30.7%
2Software - Application28 stocks
3.3%
3Software - Infrastructure22 stocks
2.6%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B32.9K shares1.62%2026-03-312026-05-06
RLY SSGA ACTIVE TRUST STATE STREET MULTI-ASSET REAL RETURN ETF366.3K shares82.96%2026-03-312026-05-06
Sponsored
Sponsored
Sponsored
AEGON LIMITED AMER REGD CERT(1 SH EUR0.12) AEGON LIMITED AMER REGD CERT(1 SH EUR0.12)900.0K shares-0.01%2026-03-312026-05-06
RISR TIDAL TRUST I FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF146.7K shares49.83%2026-03-312026-05-06
Sponsored
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS8.7K shares-11.91%2026-03-312026-05-06
Sponsored
FPE FIRST TR EXCHANGE TRADED FD III FIRST TR PFD SECS & INCOME ETF206.4K shares150.81%2026-03-312026-05-06
Sponsored
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR15.7K shares-6.54%2026-03-312026-05-06
Sponsored
Sponsored
XLK SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF14.3K shares14.38%2026-03-312026-05-06
Sponsored
ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6 ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N619.9K shares-7.03%2026-03-312026-05-06
Sponsored
Sponsored
Sponsored
XLE SELECT SECTOR SPDR TRUST STATE STREET ENERGY SELECT SECTOR SPDR ETF20.5K shares0.00%2026-03-312026-05-06
Sponsored
Sponsored
INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT5.1K shares0.00%2026-03-312026-05-06
Sponsored
Sponsored
XLF SELECT SECTOR SPDR TRUST STATE STREET FINANCIAL SELECT SECTOR SPDR ETF15.3K shares0.00%2026-03-312026-05-06
BITWISE 10 CRYPTO INDEX FD UNIT BENEFICIAL BITWISE 10 CRYPTO INDEX FD UNIT BENEFICIAL15.7K shares91.51%2026-03-312026-05-06
Sponsored
VANGUARD INDEX FUNDS S&P 500 ETF USD VANGUARD INDEX FUNDS S&P 500 ETF USD1.2K shares0.00%2026-03-312026-05-06
Sponsored
SPSB SPDR SERIES TRUST STATE STREET PORTFOLIO SHORT TERM CORPORATE BOND ETF19.0K shares-5.47%2026-03-312026-05-06
Sponsored
Sponsored
VONG VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF4.0K shares0.00%2026-03-312026-05-06
Sponsored
Sponsored
PROFESSIONALLY MANAGED PORTFOLIOS AKRE FOCUS ETF PROFESSIONALLY MANAGED PORTFOLIOS AKRE FOCUS ETF7.5K shares0.00%2026-03-312026-05-06
XLB SELECT SECTOR SPDR TRUST STATE STREET MATERIALS SELECT SECTOR SPDR ETF7.9K shares0.00%2026-03-312026-05-06
Sponsored
Sponsored
Sponsored
XLU SELECT SECTOR SPDR TRUST STATE STREET UTILITIES SELECT SECTOR SPDR ETF7.2K shares0.00%2026-03-312026-05-06
Sponsored
TSM TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10907 shares-18.07%2026-03-312026-05-06
XLI SELECT SECTOR SPDR TRUST STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF1.9K shares-14.42%2026-03-312026-05-06
XOP SPDR SERIES TRUST STATE STREET S&P OIL & GAS EXPLORATION & PRODUCTION ETF1.6K shares0.00%2026-03-312026-05-06
SPYG SPDR SERIES TRUST STATE STREET PORTFOLIO S&P 500 GROWTH ETF2.8K shares0.00%2026-03-312026-05-06
Sponsored
Sponsored
Sponsored
SPEM SPDR INDEX SHARES FUNDS STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF5.1K shares0.00%2026-03-312026-05-06
XLY SELECT SECTOR SPDR TRUST STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF2.1K shares0.00%2026-03-312026-05-06
Sponsored
Sponsored
FYT FIRST TR EXCH TRADED ALPHADEX FD II SMALL CAP VALUE ALPHADEX FD3.1K shares0.00%2026-03-312026-05-06
Sponsored
XLC SELECT SECTOR SPDR TRUST STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF1.7K shares0.00%2026-03-312026-05-06
Sponsored
Sponsored
Sponsored
XLP SELECT SECTOR SPDR TRUST STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF1.8K shares-0.60%2026-03-312026-05-06
DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK01.0K shares-31.85%2026-03-312026-05-06
Sponsored
XLV SELECT SECTOR SPDR TRUST STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF890 shares-1.44%2026-03-312026-05-06
Sponsored
FTSM FIRST TR EXCHANGE TRADED FD IV FIRST TR ENHANCED SHORT SHORT MATURITY ETF2.0K shares0.00%2026-03-312026-05-06
PARAMOUNT SKYDANCE CORP COM CL B PARAMOUNT SKYDANCE CORP COM CL B13.0K shares-0.10%2026-03-312026-05-06
Sponsored
SOLSTICE ADVANCED MATLS INC COM SHS SOLSTICE ADVANCED MATLS INC COM SHS1.5K shares-22.48%2026-03-312026-05-06
FNX FIRST TRUST PORTFOLIOS MID CAP CORE ALPHADEX FD ISIN #US33735B1089 SEDOL #B40RQL1854 shares0.00%2026-03-312026-05-06
Sponsored
FYC FIRST TR EXCH TRADED ALPHADEX FD II SMALL CAP GROWTH ALPHADEX FD1.1K shares0.00%2026-03-312026-05-06
Sponsored
Sponsored
Sponsored
MFC MANULIFE FINANCIAL CORP COM NPV ISIN #CA56501R1064 SEDOL #24925192.4K shares-1.94%2026-03-312026-05-06
Sponsored
Sponsored
FTGC FIRST TR EXCHANGE-TRADED FD VII FIRST GLOBAL TACTICAL COMMODITY STRATEGY FD2.6K shares0.00%2026-03-312026-05-06
FYX FIRST TRUST PORTFOLIOS SMALL CAP CORE ALPHADEX FD USD ISIN #US33734Y1091 SEDOL #B45Q743618 shares0.00%2026-03-312026-05-06
GSK PLC SPON ADS EACH REP 2 ORD SHS GSK PLC SPON ADS EACH REP 2 ORD SHS1.3K shares0.00%2026-03-312026-05-06
Sponsored
Sponsored
Sponsored
QNITY ELECTRONICS INC COMMON STOCK QNITY ELECTRONICS INC COMMON STOCK590 shares-0.34%2026-03-312026-05-06
SJNK SPDR SERIES TRUST STATE STREET BLOOMBERG SHORT TERM HIGH YIELD BOND ETF2.6K shares10.43%2026-03-312026-05-06
Sponsored
SPSM SPDR SERIES TRUST STATE STREET PORTFOLIO S&P 600 SMALL CAP ETF1.3K shares0.00%2026-03-312026-05-06
Sponsored
Sponsored
SUPER MICRO COMPUTER INC COM NEW SUPER MICRO COMPUTER INC COM NEW2.4K shares0.00%2026-03-312026-05-06
Sponsored
GPIQ GOLDMAN SACHS ETF TRUST GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF1.1K shares2.68%2026-03-312026-05-06
TIDAL TRUST III FUNDSTRAT GRANNY TIDAL TRUST III FUNDSTRAT GRANNY2.8K shares175.00%2026-03-312026-05-06
Sponsored
THOMSON-REUTERS CORP COM NPV( POST REV SPLIT) ISIN #CA8849038085 SEDOL #BPLLTY3 THOMSON-REUTERS CORP COM NPV( POST REV SPLIT) ISIN #CA8849038085 SEDOL #BPLLTY3568 shares0.00%2026-03-312026-05-06
TIDAL TRUST III FUNDSTRAT GRANNY TIDAL TRUST III FUNDSTRAT GRANNY2.0K shares166.67%2026-03-312026-05-06
XLRE SELECT SECTOR SPDR TRUST STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF1.2K shares0.00%2026-03-312026-05-06
Sponsored
FTAI AVIATION LTD SHS ISIN #KYG3730V1059 FTAI AVIATION LTD SHS ISIN #KYG3730V1059200 shares0.00%2026-03-312026-05-06
Sponsored
INVESCO EXCHANGE TRADED FD TR GBL LISTED PVT INVESCO EXCHANGE TRADED FD TR GBL LISTED PVT800 shares0.00%2026-03-312026-05-06
Sponsored
Sponsored
Sponsored
BITMINE IMMERSION TECNOLOGIES COM NEW BITMINE IMMERSION TECNOLOGIES COM NEW1.9K shares-72.86%2026-03-312026-05-06
Sponsored
Sponsored
GWX SPDR INDEX SHARES FUNDS STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF796 sharesnew addition2026-03-312026-05-06
Sponsored
GPIX GOLDMAN SACHS ETF TRUST GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF665 shares2.15%2026-03-312026-05-06
SPTS SPDR SERIES TRUST STATE STREET PORTFOLIO SHORT TERM TREASURY ETF1.1K shares25.00%2026-03-312026-05-06
PIPER SANDLER COMPANIES COM NEW PIPER SANDLER COMPANIES COM NEW420 sharesnew addition2026-03-312026-05-06
Sponsored
IVV
1.42%ISHARES CORE S&P 500 ETF
Shares144.3K
Event2026-03-31
Filed2026-05-06
IEFA
4.21%ISHARES TRUST CORE MSCI EAFE ETF
Shares716.7K
Event2026-03-31
Filed2026-05-06
IEMG
-6.20%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares864.8K
Event2026-03-31
Filed2026-05-06
IJH
0.12%ISHARES CORE S&P MID-CAP ETF
Shares844.2K
Event2026-03-31
Filed2026-05-06
IJR
7.07%ISHARES CORE S&P SMALL-CAP E
Shares248.3K
Event2026-03-31
Filed2026-05-06
AAPL
5.93%APPLE INC
Shares113.3K
Event2026-03-31
Filed2026-05-06
SDVY
42.79%FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF
Shares510.6K
Event2026-03-31
Filed2026-05-06
MSFT
-1.11%MICROSOFT CORP
Shares46.1K
Event2026-03-31
Filed2026-05-06
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B
1.62%BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B
Shares32.9K
Event2026-03-31
Filed2026-05-06
BRK.A
5.00%BERKSHIRE HATHAWAY INC
Shares21
Event2026-03-31
Filed2026-05-06
VNQ
-5.43%VANGUARD REAL ESTATE ETF
Shares154.4K
Event2026-03-31
Filed2026-05-06
IWR
-0.30%ISHARES TR RUS MID CAP ETF
Shares140.6K
Event2026-03-31
Filed2026-05-06
RLY
82.96%SSGA ACTIVE TRUST STATE STREET MULTI-ASSET REAL RETURN ETF
Shares366.3K
Event2026-03-31
Filed2026-05-06
VTIP
-11.36%VANGUARD SHT-TERM INFLATION-PROTECTED SEC IDX
Shares261.6K
Event2026-03-31
Filed2026-05-06
CSRE
100.60%COHEN &STEERS ETF TRUST REAL ESTATE ACTIVE ETF
Shares469.4K
Event2026-03-31
Filed2026-05-06
ITOT
2.14%ISHARES CORE S&P TOTAL US STOCK MARKET ETF
Shares76.9K
Event2026-03-31
Filed2026-05-06
EFA
0.23%ISHARES MSCI EAFE ETF
Shares112.7K
Event2026-03-31
Filed2026-05-06
ENDW
-0.35%EA SERIES TRUST CAMBRIA ENDOWM
Shares339.6K
Event2026-03-31
Filed2026-05-06
XOM
3.93%EXXON MOBIL CORP COM
Shares60.8K
Event2026-03-31
Filed2026-05-06
CAT
1.99%CATERPILLAR INC COM
Shares13.9K
Event2026-03-31
Filed2026-05-06
LLY
1.15%ELI LILLY &CO COM
Shares10.5K
Event2026-03-31
Filed2026-05-06
NVDA
-3.50%NVIDIA CORPORATION COM
Shares55.2K
Event2026-03-31
Filed2026-05-06
WK
-9.77%WORKIVA INC COM CL A
Shares158.0K
Event2026-03-31
Filed2026-05-06
ALPHABET INC CAP STK CL A
3.89%ALPHABET INC CAP STK CL A
Shares31.0K
Event2026-03-31
Filed2026-05-06
IWP
8.88%ISHARES TR RUS MD CP GR ETF
Shares67.3K
Event2026-03-31
Filed2026-05-06
IWM
-1.22%ISHARES RUSSELL 2000 ETF
Shares34.3K
Event2026-03-31
Filed2026-05-06
VO
-3.53%VANGUARD MID-CAP INDEX FUND
Shares29.1K
Event2026-03-31
Filed2026-05-06
JPM
-5.46%JPMORGAN CHASE &CO. COM
Shares28.1K
Event2026-03-31
Filed2026-05-06
DE
0.18%DEERE & CO
Shares14.3K
Event2026-03-31
Filed2026-05-06
SLV
0.00%ISHARES SILVER TR ISHARES
Shares106.0K
Event2026-03-31
Filed2026-05-06
IBM
0.31%INTERNATIONAL BUS MACH CORP COM USD0.20
Shares29.8K
Event2026-03-31
Filed2026-05-06
GRNY
19.81%TIDAL TRUST I FUNDSTRAT GRANNY
Shares276.8K
Event2026-03-31
Filed2026-05-06
AEGON LIMITED AMER REGD CERT(1 SH EUR0.12)
-0.01%AEGON LIMITED AMER REGD CERT(1 SH EUR0.12)
Shares900.0K
Event2026-03-31
Filed2026-05-06
GEW
-14.16%EA SERIES TRUST CAMBRIA GLOBAL
Shares121.2K
Event2026-03-31
Filed2026-05-06
MDY
-2.09%STATE STREET SPDR S&P MIDCAP 400 ETF TRUST UNITS
Shares9.7K
Event2026-03-31
Filed2026-05-06
ABBV
4.32%ABBVIE INC COM USD0.01
Shares24.8K
Event2026-03-31
Filed2026-05-06
RISR
49.83%TIDAL TRUST I FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF
Shares146.7K
Event2026-03-31
Filed2026-05-06
META
-8.70%META PLATFORMS INC CLASS A COMMON STOCK
Shares9.0K
Event2026-03-31
Filed2026-05-06
CVX
0.27%CHEVRON CORP NEW COM
Shares24.5K
Event2026-03-31
Filed2026-05-06
JNJ
3.81%JOHNSON &JOHNSON COM
Shares20.0K
Event2026-03-31
Filed2026-05-06
HD
6.59%HOME DEPOT INC
Shares14.6K
Event2026-03-31
Filed2026-05-06
ALPHABET INC CAP STK CL C
-0.30%ALPHABET INC CAP STK CL C
Shares16.7K
Event2026-03-31
Filed2026-05-06
AMZN
-23.52%AMAZON.COM INC
Shares22.5K
Event2026-03-31
Filed2026-05-06
AVIV
251.57%AVANTIS INTERNATIONAL LARGE CAP VAL ETF
Shares58.6K
Event2026-03-31
Filed2026-05-06
AVLC
97.99%AVANTIS U S LARGE CAP EQUITY ETF
Shares55.9K
Event2026-03-31
Filed2026-05-06
ACCENTURE PLC
-4.55%ACCENTURE PLC
Shares21.1K
Event2026-03-31
Filed2026-05-06
WMT
-0.54%WALMART INC COM
Shares32.5K
Event2026-03-31
Filed2026-05-06
VUG
-11.91%VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS
Shares8.7K
Event2026-03-31
Filed2026-05-06
CIBR
39.64%FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF
Shares59.6K
Event2026-03-31
Filed2026-05-06
IXUS
2.36%ISHARES TR CORE MSCI TOTAL
Shares42.5K
Event2026-03-31
Filed2026-05-06
FPE
150.81%FIRST TR EXCHANGE TRADED FD III FIRST TR PFD SECS & INCOME ETF
Shares206.4K
Event2026-03-31
Filed2026-05-06
WCMI
76.25%FIRST TR EXCHANGE-TRADED FD WCM INTL EQUITY
Shares217.4K
Event2026-03-31
Filed2026-05-06
V
-3.05%VISA INC
Shares12.0K
Event2026-03-31
Filed2026-05-06
PTRB
59.38%PGIM ETF TR TOTAL RETURN BON
Shares85.6K
Event2026-03-31
Filed2026-05-06
IWS
-0.09%ISHARES RUSSELL MID-CAP VALUE ETF
Shares23.8K
Event2026-03-31
Filed2026-05-06
PG
-0.97%PROCTER AND GAMBLE CO COM
Shares22.4K
Event2026-03-31
Filed2026-05-06
INVESCO QQQ TR UNIT SER 1
-4.92%INVESCO QQQ TR UNIT SER 1
Shares5.4K
Event2026-03-31
Filed2026-05-06
VTV
-6.54%VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR
Shares15.7K
Event2026-03-31
Filed2026-05-06
UNP
-0.02%UNION PAC CORP COM
Shares12.5K
Event2026-03-31
Filed2026-05-06
VEA
0.00%VANGUARD DEVELOPED MARKETS INDEX FUND ETF
Shares46.2K
Event2026-03-31
Filed2026-05-06
IVW
-0.01%ISHARES S&P 500 GROWTH ETF
Shares25.2K
Event2026-03-31
Filed2026-05-06
RTX
0.58%RTX CORPORATION COM USD1.00
Shares14.5K
Event2026-03-31
Filed2026-05-06
AGG
1.43%ISHARES CORE US AGGREGATE BOND ETF
Shares28.0K
Event2026-03-31
Filed2026-05-06
CRWD
-13.85%CROWDSTRIKE HLDGS INC CL A
Shares7.1K
Event2026-03-31
Filed2026-05-06
BROADCOM INC COM
11.72%BROADCOM INC COM
Shares8.7K
Event2026-03-31
Filed2026-05-06
MERCK &CO. INC COM
11.34%MERCK &CO. INC COM
Shares19.5K
Event2026-03-31
Filed2026-05-06
AVEM
467.76%AVANTIS EMERGING MARKETS EQUITY ETF
Shares29.0K
Event2026-03-31
Filed2026-05-06
SPY
-0.28%STATE STREET SPDR S&P 500 ETF UNITS
Shares3.5K
Event2026-03-31
Filed2026-05-06
PM
-0.05%PHILIP MORRIS INTERNATIONAL INC COM NPV
Shares13.4K
Event2026-03-31
Filed2026-05-06
GLD
-11.76%SPDR GOLD TR GOLD SHS
Shares5.2K
Event2026-03-31
Filed2026-05-06
EATON CORPORATION PLC
0.28%EATON CORPORATION PLC
Shares6.2K
Event2026-03-31
Filed2026-05-06
IWO
0.00%ISHARES TR RUS 2000 GRW ETF
Shares7.0K
Event2026-03-31
Filed2026-05-06
VWO
-7.74%VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF
Shares39.9K
Event2026-03-31
Filed2026-05-06
WFC
-2.50%WELLS FARGO CO NEW COM
Shares27.0K
Event2026-03-31
Filed2026-05-06
MCD
-2.17%MCDONALD S CORP
Shares6.9K
Event2026-03-31
Filed2026-05-06
EEM
-2.84%ISHARES TRUST MSCI EMG MKTS ETF USD DIS
Shares37.7K
Event2026-03-31
Filed2026-05-06
IVE
0.00%ISHARES S&P 500 VALUE ETF
Shares9.1K
Event2026-03-31
Filed2026-05-06
XLK
14.38%SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares14.3K
Event2026-03-31
Filed2026-05-06
PDBC
1.84%INVESCO ACTVELY MNGD ETC FD TR OPTIMUM YIELD
Shares108.3K
Event2026-03-31
Filed2026-05-06
EFG
8.96%ISHARES TR EAFE GRWTH ETF
Shares16.8K
Event2026-03-31
Filed2026-05-06
AFL
0.01%AFLAC INC COM
Shares16.8K
Event2026-03-31
Filed2026-05-06
BLACKROCK INC COM
-0.26%BLACKROCK INC COM
Shares1.9K
Event2026-03-31
Filed2026-05-06
HON
-4.95%HONEYWELL INTERNATIONAL INC COM USD1
Shares8.1K
Event2026-03-31
Filed2026-05-06
CSCO
0.02%CISCO SYSTEMS INC
Shares22.6K
Event2026-03-31
Filed2026-05-06
ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6
-7.03%ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6
Shares19.9K
Event2026-03-31
Filed2026-05-06
IWF
26.39%ISHARES TR RUS 1000 GRW ETF
Shares4.1K
Event2026-03-31
Filed2026-05-06
USB
-0.03%US BANCORP
Shares33.3K
Event2026-03-31
Filed2026-05-06
LMT
-0.04%LOCKHEED MARTIN CORP COM USD1.00
Shares2.7K
Event2026-03-31
Filed2026-05-06
SHW
-5.12%SHERWIN-WILLIAMS CO
Shares5.1K
Event2026-03-31
Filed2026-05-06
PEP
1.74%PEPSICO INC
Shares10.5K
Event2026-03-31
Filed2026-05-06
BAC
-10.63%BANK AMERICA CORP COM
Shares32.9K
Event2026-03-31
Filed2026-05-06
KO
1.73%COCA-COLA CO
Shares21.0K
Event2026-03-31
Filed2026-05-06
EMR
-0.02%EMERSON ELECTRIC CO
Shares12.1K
Event2026-03-31
Filed2026-05-06
PNC
-0.04%PNC FINANCIAL SERVICES GROUP COM USD5
Shares7.6K
Event2026-03-31
Filed2026-05-06
TMO
0.26%THERMO FISHER SCIENTIFIC INC
Shares3.1K
Event2026-03-31
Filed2026-05-06
GGG
0.00%GRACO INC
Shares16.5K
Event2026-03-31
Filed2026-05-06
ABT
3.66%ABBOTT LABORATORIES
Shares13.5K
Event2026-03-31
Filed2026-05-06
EFV
10.51%ISHARES TR EAFE VALUE ETF
Shares18.5K
Event2026-03-31
Filed2026-05-06
AON PLC SHS CL A COM USD0.01
-0.05%AON PLC SHS CL A COM USD0.01
Shares4.2K
Event2026-03-31
Filed2026-05-06
NSC
-0.49%NORFOLK SOUTHN CORP COM
Shares4.7K
Event2026-03-31
Filed2026-05-06
MO
-0.96%ALTRIA GROUP INC
Shares20.3K
Event2026-03-31
Filed2026-05-06
TJX
0.91%TJX COMPANIES INC
Shares8.3K
Event2026-03-31
Filed2026-05-06
ADP
15.43%AUTOMATIC DATA PROCESSING INC COM
Shares6.5K
Event2026-03-31
Filed2026-05-06
TGT
-6.43%TARGET CORP
Shares10.6K
Event2026-03-31
Filed2026-05-06
VTHR
0.00%VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS3000 IDX FD ETF SHS
Shares4.4K
Event2026-03-31
Filed2026-05-06
XLE
0.00%SELECT SECTOR SPDR TRUST STATE STREET ENERGY SELECT SECTOR SPDR ETF
Shares20.5K
Event2026-03-31
Filed2026-05-06
MA
-3.05%MASTERCARD INCORPORATED CL A
Shares2.5K
Event2026-03-31
Filed2026-05-06
ROK
-0.03%ROCKWELL AUTOMATION INC COM USD1
Shares3.4K
Event2026-03-31
Filed2026-05-06
IWN
5.24%ISHARES RUSSELL 2000 VALUE ETF
Shares6.5K
Event2026-03-31
Filed2026-05-06
IJK
-11.53%ISHARES S&P MID-CAP 400 GROWTH ETF
Shares12.0K
Event2026-03-31
Filed2026-05-06
NFLX
-13.94%NETFLIX INC
Shares12.5K
Event2026-03-31
Filed2026-05-06
UNH
-4.84%UNITEDHEALTH GROUP INC
Shares4.4K
Event2026-03-31
Filed2026-05-06
TRV
-0.05%TRAVELERS COMPANIES INC COM STK NPV
Shares4.1K
Event2026-03-31
Filed2026-05-06
MMM
1.20%3M CO
Shares8.2K
Event2026-03-31
Filed2026-05-06
GENERAL DYNAMICS CORP COM
0.94%GENERAL DYNAMICS CORP COM
Shares3.4K
Event2026-03-31
Filed2026-05-06
CME
0.35%CME GROUP INC COM
Shares4.0K
Event2026-03-31
Filed2026-05-06
AXP
-0.91%AMERICAN EXPRESS CO COM USD0.20
Shares3.8K
Event2026-03-31
Filed2026-05-06
CTVA
-0.03%CORTEVA INC COM
Shares13.5K
Event2026-03-31
Filed2026-05-06
GEV
13.01%GE VERNOVA INC COM
Shares1.3K
Event2026-03-31
Filed2026-05-06
GS
-20.95%GOLDMAN SACHS GROUP INC COM USD0.01
Shares1.3K
Event2026-03-31
Filed2026-05-06
VEU
0.00%VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US
Shares14.3K
Event2026-03-31
Filed2026-05-06
BMY
2.28%BRISTOL-MYERS SQUIBB CO COM
Shares17.5K
Event2026-03-31
Filed2026-05-06
CL
-0.05%COLGATE-PALMOLIVE CO COM
Shares12.2K
Event2026-03-31
Filed2026-05-06
IBIT
7.70%ISHARES BITCOIN TRUST ETF
Shares26.4K
Event2026-03-31
Filed2026-05-06
VTI
-3.46%VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF
Shares3.1K
Event2026-03-31
Filed2026-05-06
MUB
-15.99%ISHARES NATIONAL MUNI BOND ETF
Shares9.4K
Event2026-03-31
Filed2026-05-06
INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT
0.00%INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT
Shares5.1K
Event2026-03-31
Filed2026-05-06
PFE
-1.81%PFIZER INC
Shares33.8K
Event2026-03-31
Filed2026-05-06
PEG
0.00%PUBLIC SVC ENTERPRISE GRP INC COM
Shares11.7K
Event2026-03-31
Filed2026-05-06
UAL
-0.03%UNITED AIRLS HLDGS INC COM
Shares10.0K
Event2026-03-31
Filed2026-05-06
CASY
-1.98%CASEYS GENERAL STORES INC
Shares1.2K
Event2026-03-31
Filed2026-05-06
T
-0.14%AT&T INC COM USD1
Shares30.9K
Event2026-03-31
Filed2026-05-06
UBER
-21.91%UBER TECHNOLOGIES INC COM
Shares12.2K
Event2026-03-31
Filed2026-05-06
ALL
25.91%ALLSTATE CORP COM USD0.01
Shares4.2K
Event2026-03-31
Filed2026-05-06
AMD
17.95%ADVANCED MICRO DEVICES INC
Shares4.2K
Event2026-03-31
Filed2026-05-06
NOC
19.27%NORTHROP GRUMMAN CORP COM USD1
Shares1.2K
Event2026-03-31
Filed2026-05-06
IJJ
-13.54%ISHARES S&P MID-CAP 400 VALUE ETF
Shares6.4K
Event2026-03-31
Filed2026-05-06
JMHI
NewJP MORGAN ETF TRUST HIGH YIELD MUNICIPAL ETF USD
Shares16.6K
Event2026-03-31
Filed2026-05-06
JEPI
0.54%J P MORGAN EXCHANGE TRADED FD EQUITY PREMIUM
Shares13.8K
Event2026-03-31
Filed2026-05-06
ORCL
14.06%ORACLE CORP
Shares5.2K
Event2026-03-31
Filed2026-05-06
VTEB
0.00%VANGUARD MUN BD FDS TAX EXEMPT BD
Shares15.3K
Event2026-03-31
Filed2026-05-06
XLF
0.00%SELECT SECTOR SPDR TRUST STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Shares15.3K
Event2026-03-31
Filed2026-05-06
GSIE
-5.27%GOLDMAN SACHS ETF TR ACTIVEBETA INT
Shares16.7K
Event2026-03-31
Filed2026-05-06
BITWISE 10 CRYPTO INDEX FD UNIT BENEFICIAL
91.51%BITWISE 10 CRYPTO INDEX FD UNIT BENEFICIAL
Shares15.7K
Event2026-03-31
Filed2026-05-06
VANGUARD INDEX FUNDS S&P 500 ETF USD
0.00%VANGUARD INDEX FUNDS S&P 500 ETF USD
Shares1.2K
Event2026-03-31
Filed2026-05-06
MDLZ
-13.81%MONDELEZ INTL INC COM NPV
Shares11.9K
Event2026-03-31
Filed2026-05-06
SCHG
0.00%SCHWAB US LARGE-CAP GROWTH ETF
Shares23.3K
Event2026-03-31
Filed2026-05-06
ARISTA NETWORKS INC COM SHS
-0.07%ARISTA NETWORKS INC COM SHS
Shares5.5K
Event2026-03-31
Filed2026-05-06
TSLA
-30.87%TESLA INC COM
Shares1.8K
Event2026-03-31
Filed2026-05-06
HRL
0.00%HORMEL FOODS CORP
Shares28.7K
Event2026-03-31
Filed2026-05-06
SYK
-0.10%STRYKER CORPORATION COM
Shares2.0K
Event2026-03-31
Filed2026-05-06
VZ
-1.39%VERIZON COMMUNICATIONS INC
Shares12.6K
Event2026-03-31
Filed2026-05-06
NVS
0.00%NOVARTIS AG SPONSORED ADR
Shares4.1K
Event2026-03-31
Filed2026-05-06
CARR
-0.05%CARRIER GLOBAL CORPORATION COM
Shares10.3K
Event2026-03-31
Filed2026-05-06
GE AEROSPACE COM NEW
-0.78%GE AEROSPACE COM NEW
Shares2.0K
Event2026-03-31
Filed2026-05-06
MCK
-12.04%MCKESSON CORP
Shares665
Event2026-03-31
Filed2026-05-06
SPSB
-5.47%SPDR SERIES TRUST STATE STREET PORTFOLIO SHORT TERM CORPORATE BOND ETF
Shares19.0K
Event2026-03-31
Filed2026-05-06
PLTR
-0.36%PALANTIR TECHNOLOGIES INC CL A
Shares3.9K
Event2026-03-31
Filed2026-05-06
LAM RESEARCH CORP COM NEW
-1.78%LAM RESEARCH CORP COM NEW
Shares2.7K
Event2026-03-31
Filed2026-05-06
TSCO
-3.65%TRACTOR SUPPLY CO
Shares12.3K
Event2026-03-31
Filed2026-05-06
VB
-8.94%VANGUARD SMALL-CAP INDEX FUND
Shares2.0K
Event2026-03-31
Filed2026-05-06
GILD
-0.24%GILEAD SCIENCES INC COM USD0.001
Shares3.7K
Event2026-03-31
Filed2026-05-06
SITM
0.00%SITIME CORP COM
Shares1.5K
Event2026-03-31
Filed2026-05-06
SCHB
0.00%SCHWAB US BROAD MARKET ETF
Shares20.6K
Event2026-03-31
Filed2026-05-06
DIS
0.04%DISNEY WALT CO COM
Shares5.3K
Event2026-03-31
Filed2026-05-06
ITW
2.54%ILLINOIS TOOL WORKS INC COM
Shares2.0K
Event2026-03-31
Filed2026-05-06
ECL
-0.05%ECOLAB INC
Shares1.9K
Event2026-03-31
Filed2026-05-06
AMAT
-9.95%APPLIED MATERIALS INC COM USD0.01
Shares1.4K
Event2026-03-31
Filed2026-05-06
QCOM
31.50%QUALCOMM INC
Shares3.8K
Event2026-03-31
Filed2026-05-06
WM
-4.48%WASTE MANAGEMENT INC
Shares2.1K
Event2026-03-31
Filed2026-05-06
SHYM
NewISHARES HIGH YIELD MUNI INCOME ACTIVE ETF
Shares21.5K
Event2026-03-31
Filed2026-05-06
GSLC
-9.31%GOLDMAN SACHS ETF TR ACTIVEBETA US LG
Shares3.7K
Event2026-03-31
Filed2026-05-06
BA
12.40%BOEING CO
Shares2.3K
Event2026-03-31
Filed2026-05-06
VONG
0.00%VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF
Shares4.0K
Event2026-03-31
Filed2026-05-06
IJT
0.00%ISHARES TR S&P SMALL CAP 600 GROWTH ETF
Shares3.0K
Event2026-03-31
Filed2026-05-06
COST
-35.24%COSTCO WHOLESALE CORP COM
Shares441
Event2026-03-31
Filed2026-05-06
ADI
-0.22%ANALOG DEVICES INC COM
Shares1.4K
Event2026-03-31
Filed2026-05-06
NEM
-0.81%NEWMONT CORP COM ISIN #US6516391066 SEDOL #BJYKTV2
Shares4.0K
Event2026-03-31
Filed2026-05-06
NEE
16.74%NEXTERA ENERGY INC COM USD0.01
Shares4.7K
Event2026-03-31
Filed2026-05-06
TXN
17.82%TEXAS INSTRUMENTS INC COM USD1.00
Shares2.2K
Event2026-03-31
Filed2026-05-06
CVS
1.52%CVS HEALTH CORPORATION COM USD0.01
Shares6.0K
Event2026-03-31
Filed2026-05-06
USHY
46.16%ISHARES TR BROAD USD HIGH
Shares11.6K
Event2026-03-31
Filed2026-05-06
SPGI
-0.10%S&P GLOBAL INC COM
Shares990
Event2026-03-31
Filed2026-05-06
CLX
0.00%CLOROX CO COM USD1.00
Shares4.0K
Event2026-03-31
Filed2026-05-06
AMT
-26.84%AMERICAN TOWER CORP NEW COM
Shares2.3K
Event2026-03-31
Filed2026-05-06
PROFESSIONALLY MANAGED PORTFOLIOS AKRE FOCUS ETF
0.00%PROFESSIONALLY MANAGED PORTFOLIOS AKRE FOCUS ETF
Shares7.5K
Event2026-03-31
Filed2026-05-06
XLB
0.00%SELECT SECTOR SPDR TRUST STATE STREET MATERIALS SELECT SECTOR SPDR ETF
Shares7.9K
Event2026-03-31
Filed2026-05-06
BKNG
0.00%BOOKING HOLDINGS INC COM
Shares94
Event2026-03-31
Filed2026-05-06
SYY
0.00%SYSCO CORP
Shares5.5K
Event2026-03-31
Filed2026-05-06
VIG
-6.24%VANGUARD SPECIALIZED FUNDS DIV APP ETF
Shares1.8K
Event2026-03-31
Filed2026-05-06
AMP
-0.11%AMERIPRISE FINANCIAL INC COM USD0.01
Shares877
Event2026-03-31
Filed2026-05-06
UPS
-1.61%UNITED PARCEL SERVICE INC CL B
Shares3.9K
Event2026-03-31
Filed2026-05-06
CMCSA
-2.02%COMCAST CORP
Shares13.4K
Event2026-03-31
Filed2026-05-06
USO
0.00%UNITED STS OIL FD LP UNITS
Shares3.0K
Event2026-03-31
Filed2026-05-06
AZO
0.00%AUTOZONE INC COM USD0.01
Shares112
Event2026-03-31
Filed2026-05-06
FAST
-22.28%FASTENAL COM STK USD0.01
Shares8.1K
Event2026-03-31
Filed2026-05-06
MMC
19.69%MARSH COMMON STOCK
Shares2.2K
Event2026-03-31
Filed2026-05-06
QCRH
17.67%QCR HOLDINGS INC COM STK USD1
Shares4.3K
Event2026-03-31
Filed2026-05-06
AMGN
1.76%AMGEN INC
Shares1.0K
Event2026-03-31
Filed2026-05-06
KLAC
-0.40%KLA CORP COM NEW
Shares247
Event2026-03-31
Filed2026-05-06
VCRM
98.39%VANGUARD MUNICIPAL BOND FUNDS CORE TAX EXEMPT BOND ETF
Shares4.8K
Event2026-03-31
Filed2026-05-06
LOW
-0.26%LOWES COMPANIES INC COM USD0.50
Shares1.5K
Event2026-03-31
Filed2026-05-06
SO
2.24%SOUTHERN CO
Shares3.7K
Event2026-03-31
Filed2026-05-06
OTIS
-0.09%OTIS WORLDWIDE CORP COM
Shares4.5K
Event2026-03-31
Filed2026-05-06
SPYI
3.11%NEOS ETF TRUST NEOS S&P 500 HI
Shares7.0K
Event2026-03-31
Filed2026-05-06
ICE
-0.09%INTERCONTINENTAL EXCHANGE INC COM USD0.01
Shares2.2K
Event2026-03-31
Filed2026-05-06
NTAP
-19.48%NETAPP INC
Shares3.3K
Event2026-03-31
Filed2026-05-06
TE CONNECTIVITY PLC COM USD0.01
2.03%TE CONNECTIVITY PLC COM USD0.01
Shares1.6K
Event2026-03-31
Filed2026-05-06
VV
0.00%VANGUARD LARGE-CAP INDEX FUND
Shares1.1K
Event2026-03-31
Filed2026-05-06
VYM
0.00%VANGUARD WHITEHALL FDS HIGH DIV YLD
Shares2.2K
Event2026-03-31
Filed2026-05-06
XLU
0.00%SELECT SECTOR SPDR TRUST STATE STREET UTILITIES SELECT SECTOR SPDR ETF
Shares7.2K
Event2026-03-31
Filed2026-05-06
AVB
-11.16%AVALONBAY COMMUNITIES INC COM USD0.01
Shares2.0K
Event2026-03-31
Filed2026-05-06
DBO
0.00%INVESCO DB MULTI-SECTOR COMMOD OIL FD
Shares16.4K
Event2026-03-31
Filed2026-05-06
MS
0.89%MORGAN STANLEY COM USD0.01
Shares1.9K
Event2026-03-31
Filed2026-05-06
CSX
-10.25%CSX CORP COM USD1
Shares7.7K
Event2026-03-31
Filed2026-05-06
NVR
0.00%NVR INC COM USD0.01
Shares48
Event2026-03-31
Filed2026-05-06
DVY
0.00%ISHARES SELECT DIVIDEND ETF
Shares2.1K
Event2026-03-31
Filed2026-05-06
TSM
-18.07%TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10
Shares907
Event2026-03-31
Filed2026-05-06
XLI
-14.42%SELECT SECTOR SPDR TRUST STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
Shares1.9K
Event2026-03-31
Filed2026-05-06
SUB
0.00%ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
Shares2.8K
Event2026-03-31
Filed2026-05-06
CB
1.73%CHUBB LIMITED COM NPV ISIN #CH0044328745
Shares883
Event2026-03-31
Filed2026-05-06
XOP
0.00%SPDR SERIES TRUST STATE STREET S&P OIL & GAS EXPLORATION & PRODUCTION ETF
Shares1.6K
Event2026-03-31
Filed2026-05-06
BND
-80.58%VANGUARD BD INDEX FDS TOTAL BND MRKT
Shares3.8K
Event2026-03-31
Filed2026-05-06
SPYG
0.00%SPDR SERIES TRUST STATE STREET PORTFOLIO S&P 500 GROWTH ETF
Shares2.8K
Event2026-03-31
Filed2026-05-06
PFFA
2.45%ETFIS SER TR I VIRTUS INFRCAP
Shares13.5K
Event2026-03-31
Filed2026-05-06
BST
4.99%BLACKROCK SCIENCE &TECHNOLOGY SHS
Shares7.6K
Event2026-03-31
Filed2026-05-06
VOE
-4.41%VANGUARD MID-CAP VALUE INDEX FUND
Shares1.5K
Event2026-03-31
Filed2026-05-06
WSM
-21.16%WILLIAMS-SONOMA INC
Shares1.5K
Event2026-03-31
Filed2026-05-06
VAL
0.00%VALARIS LTD COM USD0.40
Shares2.8K
Event2026-03-31
Filed2026-05-06
MNST
3.24%MONSTER BEVERAGE CORP NEW COM
Shares3.7K
Event2026-03-31
Filed2026-05-06
INTC
-0.35%INTEL CORP COM USD0.001
Shares6.0K
Event2026-03-31
Filed2026-05-06
PDO
2.77%PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS
Shares20.5K
Event2026-03-31
Filed2026-05-06
SLB
-0.24%SLB LIMITED TRADING
Shares5.0K
Event2026-03-31
Filed2026-05-06
PANW
6.14%PALO ALTO NETWORKS INC COM USD0.0001
Shares1.6K
Event2026-03-31
Filed2026-05-06
ELV
0.00%ELEVANCE HEALTH INC COM
Shares842
Event2026-03-31
Filed2026-05-06
JEPQ
2.71%J P MORGAN EXCHANGE TRADED FD NASDAQ EQT PREM
Shares4.4K
Event2026-03-31
Filed2026-05-06
AGNC
3.28%AGNC INVT CORP COM
Shares24.4K
Event2026-03-31
Filed2026-05-06
AGCO
0.00%AGCO CORP COM USD0.01
Shares2.1K
Event2026-03-31
Filed2026-05-06
MTUM
-16.01%ISHARES TR MSCI USA MMENTM
Shares1.0K
Event2026-03-31
Filed2026-05-06
DINT
0.00%DAVIS FUNDAMENTAL ETF TR SELECT INTERNATIONAL ETF
Shares9.0K
Event2026-03-31
Filed2026-05-06
SCHI
0.17%SCHWAB STRATEGIC TR 5 10YR CORP BD
Shares10.6K
Event2026-03-31
Filed2026-05-06
SPEM
0.00%SPDR INDEX SHARES FUNDS STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
Shares5.1K
Event2026-03-31
Filed2026-05-06
VBR
186.91%VANGUARD SMALL CAP VALUE ETF
Shares1.1K
Event2026-03-31
Filed2026-05-06
MPC
-8.47%MARATHON PETROLEUM CORP COM USD0.01
Shares972
Event2026-03-31
Filed2026-05-06
MU
-0.71%MICRON TECHNOLOGY INC
Shares700
Event2026-03-31
Filed2026-05-06
IYC
0.00%ISHARES TR US CONSUM DISCRE
Shares2.4K
Event2026-03-31
Filed2026-05-06
XLY
0.00%SELECT SECTOR SPDR TRUST STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
Shares2.1K
Event2026-03-31
Filed2026-05-06
PLTY
15.60%TIDAL TRUST II YIELDMAX PLTR OP
Shares5.9K
Event2026-03-31
Filed2026-05-06
QUAL
0.00%ISHARES TR MSCI USA QLT FCT
Shares1.2K
Event2026-03-31
Filed2026-05-06
FNDF
0.13%SCHWAB STRATEGIC TR FUNDAMENTAL INTL LARGE CO INDEX ETF
Shares4.6K
Event2026-03-31
Filed2026-05-06
NODE
24.55%VANECK FUNDS ONCHAIN ECONOMY ETF
Shares6.8K
Event2026-03-31
Filed2026-05-06
NAD
1.75%NUVEEN QUALITY MUNCP INCOME FD COM
Shares19.1K
Event2026-03-31
Filed2026-05-06
SPMO
-37.86%INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM
Shares1.9K
Event2026-03-31
Filed2026-05-06
PSX
18.85%PHILLIPS 66
Shares1.2K
Event2026-03-31
Filed2026-05-06
AVUS
0.00%AVANTIS US EQUITY ETF
Shares2.0K
Event2026-03-31
Filed2026-05-06
ISRG
-0.45%INTUITIVE SURGICAL INC
Shares443
Event2026-03-31
Filed2026-05-06
KHC
0.00%KRAFT HEINZ CO COM
Shares9.0K
Event2026-03-31
Filed2026-05-06
MLM
0.00%MARTIN MARIETTA MATERIALS INC COM USD0.01
Shares343
Event2026-03-31
Filed2026-05-06
APD
-13.71%AIR PRODUCTS AND CHEMICALS INC
Shares686
Event2026-03-31
Filed2026-05-06
VLO
0.00%VALERO ENERGY CORP COM
Shares803
Event2026-03-31
Filed2026-05-06
ADBE
-28.84%ADOBE INC COM
Shares802
Event2026-03-31
Filed2026-05-06
EEMV
0.00%ISHARES INC MSCI EMERG MRKT
Shares3.0K
Event2026-03-31
Filed2026-05-06
CITIGROUP INC
10.01%CITIGROUP INC
Shares1.7K
Event2026-03-31
Filed2026-05-06
FYT
0.00%FIRST TR EXCH TRADED ALPHADEX FD II SMALL CAP VALUE ALPHADEX FD
Shares3.1K
Event2026-03-31
Filed2026-05-06
XLC
0.00%SELECT SECTOR SPDR TRUST STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
Shares1.7K
Event2026-03-31
Filed2026-05-06
SCHH
0.05%SCHWAB STRATEGIC TR US REIT ETF
Shares8.6K
Event2026-03-31
Filed2026-05-06
WDC
-21.51%WESTERN DIGITAL CORP. COM
Shares675
Event2026-03-31
Filed2026-05-06
DG
-0.78%DOLLAR GEN CORP NEW COM
Shares1.5K
Event2026-03-31
Filed2026-05-06
AEP
-0.29%AMERICAN ELEC PWR CO INC COM
Shares1.4K
Event2026-03-31
Filed2026-05-06
BSX
-0.28%BOSTON SCIENTIFIC CORP
Shares2.9K
Event2026-03-31
Filed2026-05-06
VRTX
-0.25%VERTEX PHARMACEUTICALS INC
Shares401
Event2026-03-31
Filed2026-05-06
DEO
2.12%DIAGEO ADR REP 4 ORD
Shares2.4K
Event2026-03-31
Filed2026-05-06
PAYX
-23.29%PAYCHEX INC COM USD0.01
Shares1.9K
Event2026-03-31
Filed2026-05-06
ORLY
-11.89%OREILLY AUTOMOTIVE INC COM
Shares1.9K
Event2026-03-31
Filed2026-05-06
VGT
-6.37%VANGUARD WORLD FD INF TECH ETF
Shares250
Event2026-03-31
Filed2026-05-06
VMC
-0.31%VULCAN MATERIALS CO
Shares640
Event2026-03-31
Filed2026-05-06
DHR
-0.33%DANAHER CORPORATION COM
Shares916
Event2026-03-31
Filed2026-05-06
AVLV
0.00%AVANTIS US LARGE CAP VALUE ETF
Shares2.1K
Event2026-03-31
Filed2026-05-06
MELI
0.00%MERCADOLIBRE INC COM USD0.001
Shares100
Event2026-03-31
Filed2026-05-06
BLACKSTONE INC
71.25%BLACKSTONE INC
Shares1.5K
Event2026-03-31
Filed2026-05-06
ES
0.00%EVERSOURCE ENERGY
Shares2.5K
Event2026-03-31
Filed2026-05-06
SHY
0.00%ISHARES TRUST 1-3 YEAR TREASURY BOND ETF
Shares2.0K
Event2026-03-31
Filed2026-05-06
EPD
0.00%ENTERPRISE PRODS PARTNERS L P COM
Shares4.4K
Event2026-03-31
Filed2026-05-06
SCHA
28.42%SCHWAB STRATEGIC TR US SMALL-CAP ETF
Shares5.6K
Event2026-03-31
Filed2026-05-06
GSG
0.00%ISHARES S&P GSCI COMMODITY- IN UNIT BEN INT
Shares5.0K
Event2026-03-31
Filed2026-05-06
GIS
-29.50%GENERAL MILLS INC COM USD0.10
Shares4.3K
Event2026-03-31
Filed2026-05-06
RACE
-0.66%FERRARI N V EUR0.01 NEW
Shares450
Event2026-03-31
Filed2026-05-06
KMI
5.37%KINDER MORGAN INC COM USD0.01
Shares4.5K
Event2026-03-31
Filed2026-05-06
PFG
311.66%PRINCIPAL FINANCIAL GROUP INC COM
Shares1.7K
Event2026-03-31
Filed2026-05-06
XLP
-0.60%SELECT SECTOR SPDR TRUST STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
Shares1.8K
Event2026-03-31
Filed2026-05-06
LINDE PLC COM EUR0.001
-1.02%LINDE PLC COM EUR0.001
Shares290
Event2026-03-31
Filed2026-05-06
PCAR
-0.16%PACCAR INC COM USD1.00
Shares1.2K
Event2026-03-31
Filed2026-05-06
LNT
-0.31%ALLIANT ENERGY CORP COM USD0.01
Shares2.0K
Event2026-03-31
Filed2026-05-06
DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0
-31.85%DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0
Shares1.0K
Event2026-03-31
Filed2026-05-06
ASML
0.00%ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012
Shares100
Event2026-03-31
Filed2026-05-06
PWR
-0.83%QUANTA SERVICES COM USD0.00001
Shares239
Event2026-03-31
Filed2026-05-06
TDG
0.00%TRANSDIGM GROUP INC
Shares113
Event2026-03-31
Filed2026-05-06
XLV
-1.44%SELECT SECTOR SPDR TRUST STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
Shares890
Event2026-03-31
Filed2026-05-06
FLEX
-0.25%FLEX LTD COM USD0.01
Shares2.0K
Event2026-03-31
Filed2026-05-06
GLDM
0.00%WORLD GOLD TR SPDR GLD MINIS
Shares1.4K
Event2026-03-31
Filed2026-05-06
GWW
0.00%GRAINGER W W INC COM
Shares117
Event2026-03-31
Filed2026-05-06
SPYV
0.00%SPDR SERIES TRUST STATE STREET PORTFOLIO S&P 500 VALUE ETF
Shares2.2K
Event2026-03-31
Filed2026-05-06
DGS
NewWISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND
Shares2.0K
Event2026-03-31
Filed2026-05-06
KEYS
0.00%KEYSIGHT TECHNOLOGIES INC COM USD0.01 WD
Shares429
Event2026-03-31
Filed2026-05-06
SNOW
-0.12%SNOWFLAKE INC. COMMON STOCK
Shares800
Event2026-03-31
Filed2026-05-06
FVD
NewFIRST TR VALUE LINE DIVID INDE SHS
Shares2.5K
Event2026-03-31
Filed2026-05-06
FTSM
0.00%FIRST TR EXCHANGE TRADED FD IV FIRST TR ENHANCED SHORT SHORT MATURITY ETF
Shares2.0K
Event2026-03-31
Filed2026-05-06
APLD
0.00%APPLIED DIGITAL CORP COM USD0.001 (POST REV SPLIT)
Shares5.0K
Event2026-03-31
Filed2026-05-06
MBB
-10.37%ISHARES TR MBS ETF
Shares1.2K
Event2026-03-31
Filed2026-05-06
PARAMOUNT SKYDANCE CORP COM CL B
-0.10%PARAMOUNT SKYDANCE CORP COM CL B
Shares13.0K
Event2026-03-31
Filed2026-05-06
SCHD
1022.12%SCHWAB US DIVIDEND EQUITY ETF
Shares3.8K
Event2026-03-31
Filed2026-05-06
UGI
-4.48%UGI CORP
Shares3.2K
Event2026-03-31
Filed2026-05-06
TLTW
1.65%ISHARES TR 20 YEAR TR BD
Shares5.1K
Event2026-03-31
Filed2026-05-06
SOLSTICE ADVANCED MATLS INC COM SHS
-22.48%SOLSTICE ADVANCED MATLS INC COM SHS
Shares1.5K
Event2026-03-31
Filed2026-05-06
SCHF
0.15%SCHWAB INTERNATIONAL EQUITY ETF
Shares4.6K
Event2026-03-31
Filed2026-05-06
EMB
-1.00%ISHARES TR JP MOR EM MK ETF
Shares1.2K
Event2026-03-31
Filed2026-05-06
TOTALENERGIES SE EUR2.5
29.49%TOTALENERGIES SE EUR2.5
Shares1.2K
Event2026-03-31
Filed2026-05-06
FNX
0.00%FIRST TRUST PORTFOLIOS MID CAP CORE ALPHADEX FD ISIN #US33735B1089 SEDOL #B40RQL1
Shares854
Event2026-03-31
Filed2026-05-06
IWB
0.00%ISHARES RUSSELL 1000 INDEX FUND
Shares307
Event2026-03-31
Filed2026-05-06
FNDA
0.15%SCHWAB STRATEGIC TR FUNDAMENTAL US S
Shares3.3K
Event2026-03-31
Filed2026-05-06
APH
5.75%AMPHENOL CORP CLASS A COM USD0.001
Shares846
Event2026-03-31
Filed2026-05-06
DBC
0.00%INVESCO DB COMMDY INDX TRCK FD UNIT
Shares3.7K
Event2026-03-31
Filed2026-05-06
BP
32.18%BP PLC SPONSORED ADR
Shares2.3K
Event2026-03-31
Filed2026-05-06
FYC
0.00%FIRST TR EXCH TRADED ALPHADEX FD II SMALL CAP GROWTH ALPHADEX FD
Shares1.1K
Event2026-03-31
Filed2026-05-06
CTRA
0.99%COTERRA ENERGY INC COM
Shares3.0K
Event2026-03-31
Filed2026-05-06
IMCB
0.00%ISHARES TR MRGSTR MD CP ETF
Shares1.2K
Event2026-03-31
Filed2026-05-06
VONE
0.00%VANGUARD RUSSELL 1000
Shares348
Event2026-03-31
Filed2026-05-06
VOT
0.25%VANGUARD MID-CAP GROWTH INDEX FUND
Shares395
Event2026-03-31
Filed2026-05-06
NTR
0.00%NUTRIEN LTD COM NPV ISIN #CA67077M1086 SEDOL #BDRJLN0
Shares1.3K
Event2026-03-31
Filed2026-05-06
COP
-8.48%CONOCOPHILLIPS COM
Shares766
Event2026-03-31
Filed2026-05-06
DLR
-11.52%DIGITAL REALTY TRUST INC
Shares553
Event2026-03-31
Filed2026-05-06
CENCORA INC COM
0.00%CENCORA INC COM
Shares315
Event2026-03-31
Filed2026-05-06
NOW
-0.53%SERVICENOW INC COM USD0.001
Shares940
Event2026-03-31
Filed2026-05-06
SPHQ
0.00%INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY
Shares1.3K
Event2026-03-31
Filed2026-05-06
MEDTRONIC PLC
5.63%MEDTRONIC PLC
Shares1.1K
Event2026-03-31
Filed2026-05-06
SPYM
0.00%SPDR PORTFOLIO S&P 500 ETF
Shares1.2K
Event2026-03-31
Filed2026-05-06
IYK
0.00%ISHARES TR US CONSM STAPLES
Shares1.3K
Event2026-03-31
Filed2026-05-06
SNDK
0.00%SANDISK CORP COM
Shares146
Event2026-03-31
Filed2026-05-06
PH
-0.97%PARKER-HANNIFIN CORP COM
Shares102
Event2026-03-31
Filed2026-05-06
CRM
-9.98%SALESFORCE INC COM
Shares487
Event2026-03-31
Filed2026-05-06
RVT
67.86%ROYCE SMALL CAP TRUST INC COM
Shares5.5K
Event2026-03-31
Filed2026-05-06
SMBS
0.37%SCHWAB STRATEGIC TR MORTGAGE-BACKED SECURITIES ETF
Shares3.5K
Event2026-03-31
Filed2026-05-06
GRMN
-0.26%GARMIN LTD COM CHF10.00
Shares390
Event2026-03-31
Filed2026-05-06
AEE
0.00%AMEREN CORP COM USD0.01
Shares816
Event2026-03-31
Filed2026-05-06
VHT
0.00%VANGUARD WORLD FD HEALTH CAR ETF
Shares327
Event2026-03-31
Filed2026-05-06
WGMI
0.00%VALKYRIE ETF TRUST II COINSHARES BITCOIN MINING ETF
Shares2.5K
Event2026-03-31
Filed2026-05-06
BITB
0.00%BITWISE BITCOIN ETF TR SHS BEN INT
Shares2.3K
Event2026-03-31
Filed2026-05-06
NDAQ
10.55%NASDAQ INC COM STK
Shares1.0K
Event2026-03-31
Filed2026-05-06
ALPS ETF TR ALERIAN MLP
0.00%ALPS ETF TR ALERIAN MLP
Shares1.6K
Event2026-03-31
Filed2026-05-06
FXN
0.00%FIRST TR EXCHANGE TRADED FD II ENERGY ALPHADEX FD ANNUAL
Shares3.8K
Event2026-03-31
Filed2026-05-06
JEF
0.00%JEFFERIES FINL GROUP INC COM
Shares2.0K
Event2026-03-31
Filed2026-05-06
MFC
-1.94%MANULIFE FINANCIAL CORP COM NPV ISIN #CA56501R1064 SEDOL #2492519
Shares2.4K
Event2026-03-31
Filed2026-05-06
USMV
0.00%ISHARES TR MSCI USA MIN VOL
Shares885
Event2026-03-31
Filed2026-05-06
BUFR
NewFIRST TR EXCHNG TRADED FD VIII FT VEST LADDERED
Shares2.4K
Event2026-03-31
Filed2026-05-06
DHI
24.89%DR HORTON INC COM STK USD0.01
Shares592
Event2026-03-31
Filed2026-05-06
TMUS
9.86%T-MOBILE US INC COM
Shares379
Event2026-03-31
Filed2026-05-06
ROKU
0.00%ROKU INC COM CL A
Shares830
Event2026-03-31
Filed2026-05-06
WELL
-0.76%WELLTOWER INC COM
Shares392
Event2026-03-31
Filed2026-05-06
FTCS
NewFIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF
Shares833
Event2026-03-31
Filed2026-05-06
OGE
0.00%OGE ENERGY CORP COM USD0.01
Shares1.6K
Event2026-03-31
Filed2026-05-06
FDX
-0.47%FEDEX CORP COM USD0.10
Shares210
Event2026-03-31
Filed2026-05-06
EA
-0.27%ELECTRONIC ARTS INC
Shares366
Event2026-03-31
Filed2026-05-06
FTGC
0.00%FIRST TR EXCHANGE-TRADED FD VII FIRST GLOBAL TACTICAL COMMODITY STRATEGY FD
Shares2.6K
Event2026-03-31
Filed2026-05-06
UFCS
0.00%UNITED FIRE GROUP INC
Shares2.0K
Event2026-03-31
Filed2026-05-06
FYX
0.00%FIRST TRUST PORTFOLIOS SMALL CAP CORE ALPHADEX FD USD ISIN #US33734Y1091 SEDOL #B45Q743
Shares618
Event2026-03-31
Filed2026-05-06
BRO
-0.26%BROWN & BROWN INC
Shares1.1K
Event2026-03-31
Filed2026-05-06
RCL
-0.74%ROYAL CARIBBEAN GROUP COM USD0.01
Shares268
Event2026-03-31
Filed2026-05-06
GSK PLC SPON ADS EACH REP 2 ORD SHS
0.00%GSK PLC SPON ADS EACH REP 2 ORD SHS
Shares1.3K
Event2026-03-31
Filed2026-05-06
CBSH
0.00%COMMERCE BANCSHARES INC
Shares1.5K
Event2026-03-31
Filed2026-05-06
PBA
0.00%PEMBINA PIPELINE CORP COM ISIN #CA7063271034 SEDOL #B4PT2P8
Shares1.6K
Event2026-03-31
Filed2026-05-06
KD
0.00%KYNDRYL HLDGS INC COMMON STOCK
Shares5.6K
Event2026-03-31
Filed2026-05-06
HYG
0.00%ISHARES TR IBOXX HI YD ETF
Shares916
Event2026-03-31
Filed2026-05-06
BKR
-0.75%BAKER HUGHES COMPANY CL A
Shares1.2K
Event2026-03-31
Filed2026-05-06
BLUEROCK PVT REAL ESTATE FD COM
0.00%BLUEROCK PVT REAL ESTATE FD COM
Shares4.4K
Event2026-03-31
Filed2026-05-06
MARVELL TECHNOLOGY INC COM
33.33%MARVELL TECHNOLOGY INC COM
Shares728
Event2026-03-31
Filed2026-05-06
HSBC
0.00%HSBC HLDGS PLC SPON ADR NEW
Shares874
Event2026-03-31
Filed2026-05-06
SCHP
-1.40%SCHWAB STRATEGIC TR US TIPS ETF
Shares2.7K
Event2026-03-31
Filed2026-05-06
CELH
0.00%CELSIUS HLDGS INC COM NEW
Shares2.0K
Event2026-03-31
Filed2026-05-06
FANG
-12.71%DIAMONDBACK ENERGY INC COM USD0.01
Shares357
Event2026-03-31
Filed2026-05-06
IWD
144.44%ISHARES RUSSELL 1000 VALUE ETF
Shares330
Event2026-03-31
Filed2026-05-06
THE CIGNA GROUP COM
-0.75%THE CIGNA GROUP COM
Shares264
Event2026-03-31
Filed2026-05-06
CECO
0.00%CECO ENVIRONMENTAL CORP COM STK USD0.01
Shares1.2K
Event2026-03-31
Filed2026-05-06
BK
-0.84%BANK OF NEW YORK MELLON CORP COM USD0.01
Shares592
Event2026-03-31
Filed2026-05-06
TFC
24.77%TRUIST FINL CORP COM
Shares1.5K
Event2026-03-31
Filed2026-05-06
JCI
-0.76%JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00
Shares524
Event2026-03-31
Filed2026-05-06
IUSB
0.00%ISHARES TRUST CORE UNIVERSAL USD BOND ETF
Shares1.5K
Event2026-03-31
Filed2026-05-06
QNITY ELECTRONICS INC COMMON STOCK
-0.34%QNITY ELECTRONICS INC COMMON STOCK
Shares590
Event2026-03-31
Filed2026-05-06
FDLO
0.00%FIDELITY LOW VOLATILITY FACTOR ETF
Shares1.1K
Event2026-03-31
Filed2026-05-06
OXY
0.00%OCCIDENTAL PETE CORP COM
Shares1.0K
Event2026-03-31
Filed2026-05-06
SJNK
10.43%SPDR SERIES TRUST STATE STREET BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
Shares2.6K
Event2026-03-31
Filed2026-05-06
KMB
-0.59%KIMBERLY-CLARK CORP COM
Shares669
Event2026-03-31
Filed2026-05-06
SCHW
-2.84%SCHWAB CHARLES CORP COM
Shares685
Event2026-03-31
Filed2026-05-06
EWT
0.00%ISHARES MSCI TAIWAN ETF
Shares900
Event2026-03-31
Filed2026-05-06
WASH
0.00%WASHINGTON TR BANCORP INC COM
Shares1.9K
Event2026-03-31
Filed2026-05-06
SPSM
0.00%SPDR SERIES TRUST STATE STREET PORTFOLIO S&P 600 SMALL CAP ETF
Shares1.3K
Event2026-03-31
Filed2026-05-06
HCA
-0.75%HCA HEALTHCARE INC COM
Shares132
Event2026-03-31
Filed2026-05-06
QQQI
NewNEOS ETF TRUST NASDAQ 100 HIGH
Shares1.2K
Event2026-03-31
Filed2026-05-06
SCCO
0.84%SOUTHERN COPPER CORP
Shares360
Event2026-03-31
Filed2026-05-06
ACIW
0.00%ACI WORLDWIDE INC
Shares1.5K
Event2026-03-31
Filed2026-05-06
CBOE
0.00%CBOE GLOBAL MARKETS INC
Shares217
Event2026-03-31
Filed2026-05-06
CEG
-79.76%CONSTELLATION ENERGY CORP COM
Shares218
Event2026-03-31
Filed2026-05-06
VGIT
-63.22%VANGUARD SCOTTSDALE FDS INTER TERM TREAS
Shares1.0K
Event2026-03-31
Filed2026-05-06
LHX
7.36%L3HARRIS TECHNOLOGIES INC COM
Shares175
Event2026-03-31
Filed2026-05-06
CE
-11.34%CELANESE CORP DEL COM
Shares915
Event2026-03-31
Filed2026-05-06
TER
98.04%TERADYNE INC COM USD0.125
Shares202
Event2026-03-31
Filed2026-05-06
VSS
NewVANGUARD INTL EQUITY INDEX FDS FTSE SMCAP ETF
Shares410
Event2026-03-31
Filed2026-05-06
GNRC
49.02%GENERAC HLDGS INC COM USD0.01
Shares304
Event2026-03-31
Filed2026-05-06
PFLD
NewETF SER SOLUTIONS AAM LW DUR PFD
Shares3.1K
Event2026-03-31
Filed2026-05-06
ETHOS TECHNOLOGIES INC CL A
NewETHOS TECHNOLOGIES INC CL A
Shares5.3K
Event2026-03-31
Filed2026-05-06
JHMM
0.00%JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI
Shares867
Event2026-03-31
Filed2026-05-06
INTU
-0.75%INTUIT INC
Shares132
Event2026-03-31
Filed2026-05-06
GM
-0.78%GENERAL MTRS CO COM
Shares759
Event2026-03-31
Filed2026-05-06
ZS
-22.93%ZSCALER INC COM
Shares400
Event2026-03-31
Filed2026-05-06
SUPER MICRO COMPUTER INC COM NEW
0.00%SUPER MICRO COMPUTER INC COM NEW
Shares2.4K
Event2026-03-31
Filed2026-05-06
OMC
-16.11%OMNICOM GROUP INC COM USD0.15
Shares724
Event2026-03-31
Filed2026-05-06
INSM
0.00%INSMED INC
Shares333
Event2026-03-31
Filed2026-05-06
DUPONT DE NEMOURS INC COM
-0.34%DUPONT DE NEMOURS INC COM
Shares1.2K
Event2026-03-31
Filed2026-05-06
AIQ
0.00%GLOBAL X FDS ARTIFICIAL ETF
Shares1.1K
Event2026-03-31
Filed2026-05-06
GPIQ
2.68%GOLDMAN SACHS ETF TRUST GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF
Shares1.1K
Event2026-03-31
Filed2026-05-06
MOS
-5.82%MOSAIC CO NEW COM
Shares2.1K
Event2026-03-31
Filed2026-05-06
MCO
14.15%MOODYS CORP COM USD0.01
Shares121
Event2026-03-31
Filed2026-05-06
SCHM
204.11%SCHWAB STRATEGIC TR US MID-CAP ETF
Shares1.7K
Event2026-03-31
Filed2026-05-06
TIDAL TRUST III FUNDSTRAT GRANNY
175.00%TIDAL TRUST III FUNDSTRAT GRANNY
Shares2.8K
Event2026-03-31
Filed2026-05-06
CVNA
-0.60%CARVANA CO CL A
Shares165
Event2026-03-31
Filed2026-05-06
VIGI
0.00%VANGUARD WHITEHALL FDS INTL DVD ETF
Shares586
Event2026-03-31
Filed2026-05-06
TT
-0.81%TRANE TECHNOLOGIES PLC COM USD1
Shares123
Event2026-03-31
Filed2026-05-06
THOMSON-REUTERS CORP COM NPV( POST REV SPLIT) ISIN #CA8849038085 SEDOL #BPLLTY3
0.00%THOMSON-REUTERS CORP COM NPV( POST REV SPLIT) ISIN #CA8849038085 SEDOL #BPLLTY3
Shares568
Event2026-03-31
Filed2026-05-06
TIDAL TRUST III FUNDSTRAT GRANNY
166.67%TIDAL TRUST III FUNDSTRAT GRANNY
Shares2.0K
Event2026-03-31
Filed2026-05-06
SMH
0.00%VANECK ETF TRUST SEMICONDUCTR ETF
Shares130
Event2026-03-31
Filed2026-05-06
JBL
0.00%JABIL INC COM
Shares187
Event2026-03-31
Filed2026-05-06
XLRE
0.00%SELECT SECTOR SPDR TRUST STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF
Shares1.2K
Event2026-03-31
Filed2026-05-06
SOXX
0.00%ISHARES TR ISHARES SEMICDTR
Shares150
Event2026-03-31
Filed2026-05-06
BUFD
NewFIRST TR EXCHNG TRADED FD VIII FT VEST LADDERED
Shares1.8K
Event2026-03-31
Filed2026-05-06
FTAI AVIATION LTD SHS ISIN #KYG3730V1059
0.00%FTAI AVIATION LTD SHS ISIN #KYG3730V1059
Shares200
Event2026-03-31
Filed2026-05-06
GPC
9.20%GENUINE PARTS CO COM USD1.00
Shares463
Event2026-03-31
Filed2026-05-06
XME
0.00%SPDR SERIES TRUST STATE STREET S&P METALS & MINING ETF
Shares450
Event2026-03-31
Filed2026-05-06
SBUX
-13.97%STARBUCKS CORP COM USD0.001
Shares542
Event2026-03-31
Filed2026-05-06
IR
-0.50%INGERSOLL RAND INC COM
Shares602
Event2026-03-31
Filed2026-05-06
NXT
0.00%NEXTPOWER INC. CLASS A COMMON STOCK
Shares391
Event2026-03-31
Filed2026-05-06
MTSI
0.00%MACOM TECH SOLUTIONS HLDGS INC COM
Shares210
Event2026-03-31
Filed2026-05-06
VT
NewVANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF
Shares336
Event2026-03-31
Filed2026-05-06
NXPI
-11.28%NXP SEMICONDUCTORS NV
Shares236
Event2026-03-31
Filed2026-05-06
YUM
-1.35%YUM! BRANDS INC
Shares293
Event2026-03-31
Filed2026-05-06
DNP
0.00%DNP SELECT INCOME FD INC COM
Shares4.4K
Event2026-03-31
Filed2026-05-06
EWJ
0.00%ISHARES INC MSCI JPN ETF NEW
Shares537
Event2026-03-31
Filed2026-05-06
RSPT
NewINVESCO EXCHANGE TRADED FD TR S&P500 EQL TEC
Shares1.0K
Event2026-03-31
Filed2026-05-06
INVESCO EXCHANGE TRADED FD TR GBL LISTED PVT
0.00%INVESCO EXCHANGE TRADED FD TR GBL LISTED PVT
Shares800
Event2026-03-31
Filed2026-05-06
SSRM
0.00%SSR MINING INC COM NPV ISIN #CA7847301032 SEDOL #BF7MPL9
Shares1.5K
Event2026-03-31
Filed2026-05-06
SOLV
0.00%SOLVENTUM CORP COM SHS
Shares673
Event2026-03-31
Filed2026-05-06
SITE
-0.30%SITEONE LANDSCAPE SUPPLY INC COM
Shares329
Event2026-03-31
Filed2026-05-06
RPRX
-0.66%ROYALTY PHARMA PLC COM USD0.0001 CLASS A
Shares906
Event2026-03-31
Filed2026-05-06
AES
0.00%AES CORP COM USD0.01
Shares3.1K
Event2026-03-31
Filed2026-05-06
PGR
-1.37%PROGRESSIVE CORP COM
Shares216
Event2026-03-31
Filed2026-05-06
SPOT
-1.14%SPOTIFY TECHNOLOGY S.A. COM EUR0.000625
Shares87
Event2026-03-31
Filed2026-05-06
XNTK
NewSPDR SERIES TRUST STATE STREET NYSE TECHNOLOGY ETF
Shares165
Event2026-03-31
Filed2026-05-06
MSI
-4.95%MOTOROLA SOLUTIONS INC
Shares96
Event2026-03-31
Filed2026-05-06
SNPS
-0.95%SYNOPSYS INC
Shares104
Event2026-03-31
Filed2026-05-06
IYW
0.00%ISHARES US TECHNOLOGY ETF
Shares227
Event2026-03-31
Filed2026-05-06
CDNS
-0.67%CADENCE DESIGN SYSTEMS INC COM USD0.01
Shares148
Event2026-03-31
Filed2026-05-06
CHRW
-0.80%CH ROBINSON WORLDWIDE INC COM USD0.10
Shares247
Event2026-03-31
Filed2026-05-06
LPLA
0.00%LPL FINANCIAL HOLDINGS INC
Shares135
Event2026-03-31
Filed2026-05-06
ET
942.00%ENERGY TRANSFER L P COM UT LTD PTN
Shares2.1K
Event2026-03-31
Filed2026-05-06
EQIX
-2.38%EQUINIX INC COM
Shares41
Event2026-03-31
Filed2026-05-06
STLD
0.00%STEEL DYNAMICS INC
Shares221
Event2026-03-31
Filed2026-05-06
PLD
-15.34%PROLOGIS INC. COM
Shares298
Event2026-03-31
Filed2026-05-06
SHEL
0.00%SHELL PLC SPON ADS EA REP 2 ORD SHS
Shares423
Event2026-03-31
Filed2026-05-06
XYL
-0.61%XYLEM INC COM USD0.01
Shares328
Event2026-03-31
Filed2026-05-06
LNG
-0.72%CHENIERE ENERGY INC COM USD0.003
Shares138
Event2026-03-31
Filed2026-05-06
EXPE
69.70%EXPEDIA GROUP INC
Shares168
Event2026-03-31
Filed2026-05-06
INOD
0.00%INNODATA INC
Shares1.0K
Event2026-03-31
Filed2026-05-06
IBKR
-1.38%INTERACTIVE BROKERS GROUP INC COM CL A
Shares572
Event2026-03-31
Filed2026-05-06
BITMINE IMMERSION TECNOLOGIES COM NEW
-72.86%BITMINE IMMERSION TECNOLOGIES COM NEW
Shares1.9K
Event2026-03-31
Filed2026-05-06
ACGL
-0.77%ARCH CAPITAL GROUP COM STK USD0.01
Shares389
Event2026-03-31
Filed2026-05-06
EOG
123.68%EOG RESOURCES INC
Shares255
Event2026-03-31
Filed2026-05-06
MLPX
0.00%GLOBAL X FDS GLB X MLP ENRG I
Shares497
Event2026-03-31
Filed2026-05-06
SLX
0.00%VANECK ETF TR VANECK STEEL ETF
Shares400
Event2026-03-31
Filed2026-05-06
MDU
0.00%MDU RESOURCES GROUP INC COM USD1.00
Shares1.8K
Event2026-03-31
Filed2026-05-06
HLT
-1.65%HILTON WORLDWIDE HLDGS INC
Shares119
Event2026-03-31
Filed2026-05-06
CTAS
-1.85%CINTAS CORP
Shares212
Event2026-03-31
Filed2026-05-06
IP
0.00%INTERNATIONAL PAPER CO COM
Shares997
Event2026-03-31
Filed2026-05-06
FCX
23.61%FREEPORT-MCMORAN INC COM USD0.10
Shares602
Event2026-03-31
Filed2026-05-06
MAR
-0.92%MARRIOTT INTERNATIONAL INC COM USD0.01 CLASS A
Shares108
Event2026-03-31
Filed2026-05-06
VICI
-29.24%VICI PPTYS INC COM
Shares1.3K
Event2026-03-31
Filed2026-05-06
WY
0.00%WEYERHAEUSER CO MTN BE COM NEW
Shares1.4K
Event2026-03-31
Filed2026-05-06
IQV
-7.80%IQVIA HLDGS INC COM
Shares201
Event2026-03-31
Filed2026-05-06
PYPL
41.86%PAYPAL HLDGS INC COM
Shares749
Event2026-03-31
Filed2026-05-06
AUTHID INC COM
0.00%AUTHID INC COM
Shares26.1K
Event2026-03-31
Filed2026-05-06
GWX
NewSPDR INDEX SHARES FUNDS STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF
Shares796
Event2026-03-31
Filed2026-05-06
GPIX
2.15%GOLDMAN SACHS ETF TRUST GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF
Shares665
Event2026-03-31
Filed2026-05-06
SPTS
25.00%SPDR SERIES TRUST STATE STREET PORTFOLIO SHORT TERM TREASURY ETF
Shares1.1K
Event2026-03-31
Filed2026-05-06
CMI
-1.61%CUMMINS INC
Shares61
Event2026-03-31
Filed2026-05-06
BWA
0.00%BORG WARNER INC COM USD0.01
Shares604
Event2026-03-31
Filed2026-05-06
DOW
0.00%DOW INC COM
Shares779
Event2026-03-31
Filed2026-05-06
ENB
0.00%ENBRIDGE INC COM ISIN #CA29250N1050 SEDOL #2466149
Shares595
Event2026-03-31
Filed2026-05-06
WMB
-1.78%WILLIAMS COS INC COM
Shares442
Event2026-03-31
Filed2026-05-06
PIPER SANDLER COMPANIES COM NEW
NewPIPER SANDLER COMPANIES COM NEW
Shares420
Event2026-03-31
Filed2026-05-06
ROST
-1.33%ROSS STORES INC
Shares148
Event2026-03-31
Filed2026-05-06
BR
-74.10%BROADRIDGE FINANCIAL SOLUTION INC COM USD0.01
Shares194
Event2026-03-31
Filed2026-05-06
ROM
NewPROSHARES ULTRA TECHNOLOGY
Shares400
Event2026-03-31
Filed2026-05-06
GEHC
-0.45%GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
Shares440
Event2026-03-31
Filed2026-05-06
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available