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The Analysis of Procyon Advisors, LLC's Holdings & P&L

Currently, Procyon Advisors, LLC holds 580 types of securities in its portfolio with a total value $2.0B. In the most recent quarter, they have increased their positions in IGV (+128.0K shares, valued at $10.2M), TLT (+113.4K shares, valued at $9.8M), SPYM (+102.4K shares, valued at $7.8M); decreased their positions in SPY (-27.4K shares, valued at $17.9M), IBIT (-168.3K shares, valued at $6.5M), JQUA (-82.9K shares, valued at $5.1M); initiated new positions in IGV (+128.0K shares, valued at $10.2M), N/A (+6.6K shares, valued at $2.6M), FENY (+75.8K shares, valued at $2.6M).

1M P&L

-522.6M-7.37%

3M P&L

-855.4M-11.52%

HY P&L

-23.6M-0.36%

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/A1.2B

63.6%

2Software - Infrastructure54.2M

2.8%

3Semiconductors48.9M

2.6%

Top Industries by Stock Count

1N/A195 stocks

36.0%

2Software - Application16 stocks

3.0%

3Utilities - Regulated Electric14 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MGC VANGUARD WORLD FD440.1K shares-3.08%2026-03-312026-05-04

VTI VANGUARD INDEX FDS182.1K shares-2.53%2026-03-312026-05-04

SPYM SPDR SERIES TRUST758.8K shares15.59%2026-03-312026-05-04

SPY STATE STR SPDR S&P 500 ETF T88.5K shares-23.68%2026-03-312026-05-04

SPBO SPDR SERIES TRUST1.7M shares16.54%2026-03-312026-05-04

SCHF SCHWAB STRATEGIC TR1.9M shares-4.77%2026-03-312026-05-04

AAPL APPLE INC176.5K shares-0.00%2026-03-312026-05-04

CGDV CAPITAL GROUP DIVIDEND VALUE965.7K shares18.79%2026-03-312026-05-04

Sponsored

ITOT ISHARES TR287.9K shares-9.53%2026-03-312026-05-04

QGRO AMERICAN CENTY ETF TR342.9K shares12.39%2026-03-312026-05-04

AMZN AMAZON COM INC141.4K shares2.24%2026-03-312026-05-04

SPDW SPDR INDEX SHS FDS644.3K shares21.66%2026-03-312026-05-04

MSFT MICROSOFT CORP79.3K shares2.14%2026-03-312026-05-04

VO VANGUARD INDEX FDS98.7K shares-1.59%2026-03-312026-05-04

ALPHABET INC ALPHABET INC98.1K shares0.94%2026-03-312026-05-04

NVDA NVIDIA CORPORATION160.6K shares-6.89%2026-03-312026-05-04

Sponsored

VB VANGUARD INDEX FDS106.9K shares-1.76%2026-03-312026-05-04

VGIT VANGUARD SCOTTSDALE FDS438.8K shares17.73%2026-03-312026-05-04

VWO VANGUARD INTL EQUITY INDEX F477.6K shares13.15%2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS373.2K shares-1.71%2026-03-312026-05-04

IWF ISHARES TR49.5K shares8.13%2026-03-312026-05-04

SHY ISHARES TR241.4K shares-11.64%2026-03-312026-05-04

VYM VANGUARD WHITEHALL FDS128.1K shares10.32%2026-03-312026-05-04

VONG VANGUARD SCOTTSDALE FDS163.2K shares35.57%2026-03-312026-05-04

Sponsored

JPM JPMORGAN CHASE & CO59.1K shares-1.71%2026-03-312026-05-04

INVESCO QQQ TR INVESCO QQQ TR27.2K shares15.01%2026-03-312026-05-04

VXF VANGUARD INDEX FDS73.4K shares13.03%2026-03-312026-05-04

SCHE SCHWAB STRATEGIC TR434.8K shares-3.05%2026-03-312026-05-04

META META PLATFORMS INC24.9K shares3.52%2026-03-312026-05-04

VYMI VANGUARD WHITEHALL FDS148.3K shares-6.94%2026-03-312026-05-04

VV VANGUARD INDEX FDS45.1K shares0.00%2026-03-312026-05-04

USFR WISDOMTREE TR262.5K shares26.17%2026-03-312026-05-04

Sponsored

PWRD TCW ETF TRUST135.1K shares13.90%2026-03-312026-05-04

VUG VANGUARD INDEX FDS29.9K shares-9.93%2026-03-312026-05-04

CIBR FIRST TR EXCHANGE-TRADED FD206.9K shares24.44%2026-03-312026-05-04

VCIT VANGUARD SCOTTSDALE FDS150.3K shares1.95%2026-03-312026-05-04

BROADCOM INC BROADCOM INC39.2K shares-3.68%2026-03-312026-05-04

SDVY FIRST TR EXCHANGE TRADED FD291.4K shares17.85%2026-03-312026-05-04

FNCL FIDELITY COVINGTON TRUST155.8K shares19.18%2026-03-312026-05-04

TLT ISHARES TR125.4K shares948.44%2026-03-312026-05-04

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL22.1K shares0.37%2026-03-312026-05-04

CALF PACER FDS TR232.8K shares-1.37%2026-03-312026-05-04

IGV ISHARES TR128.0K sharesnew addition2026-03-312026-05-04

XOM EXXON MOBIL CORP60.4K shares20.13%2026-03-312026-05-04

EFA ISHARES TR98.0K shares-2.02%2026-03-312026-05-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T48.6K shares20.42%2026-03-312026-05-04

QQQM INVESCO EXCH TRADED FD TR II39.0K shares-11.11%2026-03-312026-05-04

IVV ISHARES TR13.6K shares5.41%2026-03-312026-05-04

Sponsored

IGSB ISHARES TR166.9K shares-8.59%2026-03-312026-05-04

CSCO CISCO SYS INC109.2K shares-3.91%2026-03-312026-05-04

VTIP VANGUARD MALVERN FDS169.4K shares-11.36%2026-03-312026-05-04

TSLA TESLA INC22.6K shares4.77%2026-03-312026-05-04

IEI ISHARES TR70.1K shares-4.14%2026-03-312026-05-04

ALPHABET INC ALPHABET INC28.2K shares13.06%2026-03-312026-05-04

MBB ISHARES TR83.9K shares-7.15%2026-03-312026-05-04

COWZ PACER FDS TR126.3K shares-5.77%2026-03-312026-05-04

Sponsored

EFG ISHARES TR69.1K shares4.27%2026-03-312026-05-04

JNJ JOHNSON & JOHNSON31.2K shares-1.46%2026-03-312026-05-04

PH PARKER-HANNIFIN CORP5.1M shares-0.00%2026-03-312026-05-04

SCHC SCHWAB STRATEGIC TR159.6K shares-5.24%2026-03-312026-05-04

BILS SPDR SERIES TRUST74.0K shares-4.31%2026-03-312026-05-04

AXP AMERICAN EXPRESS CO24.3K shares-14.14%2026-03-312026-05-04

JBL JABIL INC27.5K shares10.20%2026-03-312026-05-04

CAT CATERPILLAR INC10.2K shares0.78%2026-03-312026-05-04

Sponsored

COST COSTCO WHOLESALE CORPORATION7.3K shares-2.19%2026-03-312026-05-04

SCHP SCHWAB STRATEGIC TR269.5K shares-15.06%2026-03-312026-05-04

ABBV ABBVIE INC32.8K shares0.27%2026-03-312026-05-04

NRG NRG ENERGY INC46.1K shares-1.57%2026-03-312026-05-04

PANW PALO ALTO NETWORKS INC41.2K shares6.52%2026-03-312026-05-04

LLY ELI LILLY & CO7.1K shares-1.77%2026-03-312026-05-04

GNRC GENERAC HLDGS INC32.9K shares18.56%2026-03-312026-05-04

ACWX ISHARES TR93.6K shares376.25%2026-03-312026-05-04

Sponsored

PLTR PALANTIR TECHNOLOGIES INC43.7K shares-5.95%2026-03-312026-05-04

ORLY OREILLY AUTOMOTIVE INC69.2K shares-2.93%2026-03-312026-05-04

PM PHILIP MORRIS INTL INC38.0K shares7.01%2026-03-312026-05-04

MA MASTERCARD INCORPORATED12.4K shares1.84%2026-03-312026-05-04

MINT PIMCO ETF TR61.7K shares-20.68%2026-03-312026-05-04

VLO VALERO ENERGY CORP25.1K shares11.22%2026-03-312026-05-04

AAAU GOLDMAN SACHS PHYSICAL GOLD133.7K shares3.10%2026-03-312026-05-04

HD HOME DEPOT INC17.7K shares-3.85%2026-03-312026-05-04

Sponsored

NEM NEWMONT CORP53.2K shares2.52%2026-03-312026-05-04

LAM RESEARCH CORP LAM RESEARCH CORP26.8K shares4.67%2026-03-312026-05-04

PEP PEPSICO INC36.9K shares7.71%2026-03-312026-05-04

SNA SNAP ON INC15.7K shares8.90%2026-03-312026-05-04

SHV ISHARES TR51.6K shares-4.34%2026-03-312026-05-04

BIL SPDR SERIES TRUST62.1K shares-19.36%2026-03-312026-05-04

PG PROCTER & GAMBLE CO39.3K shares5.46%2026-03-312026-05-04

MCK MCKESSON CORP6.5K shares1.07%2026-03-312026-05-04

Sponsored

CVX CHEVRON CORPORATION27.0K shares-2.00%2026-03-312026-05-04

XLV SELECT SECTOR SPDR TR37.6K shares-29.42%2026-03-312026-05-04

MERCK & CO INC MERCK & CO INC45.2K shares33.42%2026-03-312026-05-04

QCOM QUALCOMM INC42.2K shares37.79%2026-03-312026-05-04

XLY SELECT SECTOR SPDR TR49.0K shares34.00%2026-03-312026-05-04

FDX FEDEX CORP14.8K shares-0.09%2026-03-312026-05-04

KLAC KLA CORP3.6K shares2.05%2026-03-312026-05-04

V VISA INC17.3K shares-0.57%2026-03-312026-05-04

Sponsored

QLTA ISHARES TR107.3K shares-12.73%2026-03-312026-05-04

ACWI ISHARES TR36.9K shares-1.34%2026-03-312026-05-04

IAGG ISHARES TR101.6K shares-0.04%2026-03-312026-05-04

IEF ISHARES TR52.8K shares41.74%2026-03-312026-05-04

GILD GILEAD SCIENCES INC36.1K shares26.96%2026-03-312026-05-04

NFLX NETFLIX INC.51.9K shares-33.60%2026-03-312026-05-04

SPIP SPDR SERIES TRUST189.3K shares-1.29%2026-03-312026-05-04

TJX TJX COS INC NEW30.6K shares-1.52%2026-03-312026-05-04

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN31.1K shares0.46%2026-03-312026-05-04

CAH CARDINAL HEALTH INC22.7K shares33.28%2026-03-312026-05-04

IWP ISHARES TR36.6K shares152.28%2026-03-312026-05-04

GLD SPDR GOLD TR10.8K shares6.96%2026-03-312026-05-04

TSM TAIWAN SEMICONDUCTOR MANUFAC13.4K shares-11.83%2026-03-312026-05-04

CL COLGATE PALMOLIVE CO51.7K shares27.88%2026-03-312026-05-04

CME CME GROUP INC14.1K shares-2.90%2026-03-312026-05-04

ASML ASML HLDG NV3.1K shares-13.98%2026-03-312026-05-04

Sponsored

AMAT APPLIED MATLS INC12.0K shares15.06%2026-03-312026-05-04

ADP AUTOMATIC DATA PROCESSING IN20.1K shares-0.69%2026-03-312026-05-04

IVW ISHARES TR35.8K shares-1.01%2026-03-312026-05-04

EOG EOG RES INC27.6K shares-12.37%2026-03-312026-05-04

ADM ARCHER DANIELS MIDLAND CO54.6K shares38.51%2026-03-312026-05-04

IWD ISHARES TR18.6K shares-2.76%2026-03-312026-05-04

SCHX SCHWAB STRATEGIC TR150.7K shares-2.40%2026-03-312026-05-04

EBAY EBAY INC.42.1K shares0.72%2026-03-312026-05-04

Sponsored

IBM INTERNATIONAL BUSINESS MACHS15.6K shares18.55%2026-03-312026-05-04

QTUM ETF SER SOLUTIONS33.7K shares172.75%2026-03-312026-05-04

JEPI J P MORGAN EXCHANGE TRADED F63.6K shares-1.62%2026-03-312026-05-04

DELL DELL TECHNOLOGIES INC22.0K shares35.89%2026-03-312026-05-04

IGIB ISHARES TR67.4K shares-2.22%2026-03-312026-05-04

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND18.0K shares136.67%2026-03-312026-05-04

CMCSA COMCAST CORP NEW121.7K shares220.92%2026-03-312026-05-04

EXPE EXPEDIA GROUP INC14.9K shares24.09%2026-03-312026-05-04

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS5.7K shares65.15%2026-03-312026-05-04

EPD ENTERPRISE PRODS PARTNERS L88.7K shares7.70%2026-03-312026-05-04

WMT WALMART INC26.9K shares4.15%2026-03-312026-05-04

PSX PHILLIPS 6617.4K shares-1.03%2026-03-312026-05-04

FTNT FORTINET INC38.7K shares32.01%2026-03-312026-05-04

ABT ABBOTT LABORATORIES30.6K shares0.21%2026-03-312026-05-04

IWR ISHARES TR32.2K shares4.47%2026-03-312026-05-04

JPST J P MORGAN EXCHANGE TRADED F61.6K shares3.29%2026-03-312026-05-04

Sponsored

RL RALPH LAUREN CORP8.9K shares10.57%2026-03-312026-05-04

TMO THERMO FISHER SCIENTIFIC INC6.2K shares-3.26%2026-03-312026-05-04

UNH UNITEDHEALTH GROUP INC11.0K shares-4.73%2026-03-312026-05-04

OTIS OTIS WORLDWIDE CORP38.1K shares16.02%2026-03-312026-05-04

NUE NUCOR CORP17.2K shares2.08%2026-03-312026-05-04

REZ ISHARES TR34.9K shares-5.84%2026-03-312026-05-04

MCD MCDONALDS CORP9.3K shares1.01%2026-03-312026-05-04

NTAP NETAPP INC28.2K shares42.19%2026-03-312026-05-04

Sponsored

DE DEERE & CO5.1K shares-4.32%2026-03-312026-05-04

HWM HOWMET AEROSPACE INC12.3K shares-0.75%2026-03-312026-05-04

ET ENERGY TRANSFER L P144.9K shares9.76%2026-03-312026-05-04

XLE SELECT SECTOR SPDR TR44.9K shares14.14%2026-03-312026-05-04

LMT LOCKHEED MARTIN CORP4.5K shares1.48%2026-03-312026-05-04

VZ VERIZON COMMUNICATIONS INC53.7K shares31.26%2026-03-312026-05-04

OUNZ VANECK MERK GOLD ETF59.8K shares75.88%2026-03-312026-05-04

TE CONNECTIVITY PLC TE CONNECTIVITY PLC12.7K shares-5.64%2026-03-312026-05-04

Sponsored

CGXU CAPITAL GROUP INTL FOCUS EQT89.4K shares-1.81%2026-03-312026-05-04

OMC OMNICOM GROUP INC34.9K shares56.28%2026-03-312026-05-04

MU MICRON TECHNOLOGY INC7.7K shares20.89%2026-03-312026-05-04

FFIV F5 INC9.0K shares14.84%2026-03-312026-05-04

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL6.6K sharesnew addition2026-03-312026-05-04

FENY FIDELITY COVINGTON TRUST75.8K sharesnew addition2026-03-312026-05-04

MUB ISHARES TR24.2K shares7.67%2026-03-312026-05-04

MO ALTRIA GROUP INC38.9K shares59.30%2026-03-312026-05-04

Sponsored

CSL CARLISLE COS INC7.6K shares-10.45%2026-03-312026-05-04

BKNG BOOKING HOLDINGS INC598 shares-15.66%2026-03-312026-05-04

BBY BEST BUY INC38.5K shares49.42%2026-03-312026-05-04

AMD ADVANCED MICRO DEVICES INC12.1K shares-6.67%2026-03-312026-05-04

AMP AMERIPRISE FINL INC5.5K shares-12.85%2026-03-312026-05-04

AMGN AMGEN INC7.0K shares-1.27%2026-03-312026-05-04

LQD ISHARES TR22.4K shares-0.63%2026-03-312026-05-04

ORCL ORACLE CORP16.3K shares-6.38%2026-03-312026-05-04

Sponsored

ON ON SEMICONDUCTOR CORP37.9K shares39.35%2026-03-312026-05-04

RTX RTX CORPORATION12.0K shares1.55%2026-03-312026-05-04

ISRG INTUITIVE SURGICAL INC5.0K shares3.75%2026-03-312026-05-04

IBIT ISHARES BITCOIN TRUST ETF59.3K shares-73.94%2026-03-312026-05-04

YUM YUM BRANDS INC14.4K shares33.80%2026-03-312026-05-04

CRWD CROWDSTRIKE HLDGS INC5.7K shares6.18%2026-03-312026-05-04

USHY ISHARES TR60.2K shares35.54%2026-03-312026-05-04

PFF ISHARES TR73.0K shares-2.79%2026-03-312026-05-04

Sponsored

T AT&T INC76.2K shares14.74%2026-03-312026-05-04

WM WASTE MGMT INC DEL9.6K shares-3.62%2026-03-312026-05-04

MELI MERCADOLIBRE INC1.3K shares13.33%2026-03-312026-05-04

WCBR WISDOMTREE TR86.7K shares-12.31%2026-03-312026-05-04

INCY INCYTE CORP22.9K shares718.46%2026-03-312026-05-04

CEG CONSTELLATION ENERGY CORP7.7K shares43.41%2026-03-312026-05-04

HAS HASBRO INC22.7K sharesnew addition2026-03-312026-05-04

EATON CORP PLC EATON CORP PLC5.9K shares0.00%2026-03-312026-05-04

Sponsored

GNMA ISHARES TR47.6K shares-4.53%2026-03-312026-05-04

ADSK AUTODESK INC8.7K shares16.72%2026-03-312026-05-04

IXUS ISHARES TR23.8K shares0.00%2026-03-312026-05-04

PYPL PAYPAL HLDGS INC44.9K shares70.86%2026-03-312026-05-04

IEMG ISHARES INC29.0K shares-13.99%2026-03-312026-05-04

BA BOEING CO10.2K shares15.51%2026-03-312026-05-04

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP5.7K shares6.22%2026-03-312026-05-04

VSS VANGUARD INTL EQUITY INDEX F13.5K shares-0.16%2026-03-312026-05-04

Sponsored

TIP ISHARES TR17.6K shares-3.61%2026-03-312026-05-04

SHOP SHOPIFY INC16.2K shares-2.65%2026-03-312026-05-04

ABNB AIRBNB INC15.1K shares63.63%2026-03-312026-05-04

IVE ISHARES TR8.9K shares1.40%2026-03-312026-05-04

DPZ DOMINOS PIZZA INC5.2K shares29.85%2026-03-312026-05-04

MEDTRONIC PLC MEDTRONIC PLC21.5K shares40.25%2026-03-312026-05-04

IDXX IDEXX LABS INC3.3K shares13.46%2026-03-312026-05-04

CORPAY INC CORPAY INC6.4K shares78.02%2026-03-312026-05-04

Sponsored

NEE NEXTERA ENERGY INC19.5K shares5.78%2026-03-312026-05-04

SGOV ISHARES TR18.0K shares0.78%2026-03-312026-05-04

FOXA FOX CORP30.7K shares20.57%2026-03-312026-05-04

FICO FAIR ISAAC CORP1.7K shares9.63%2026-03-312026-05-04

COP CONOCOPHILLIPS13.4K shares-4.93%2026-03-312026-05-04

SYK STRYKER CORPORATION5.2K shares1.77%2026-03-312026-05-04

SPTM SPDR SERIES TRUST21.5K shares-0.32%2026-03-312026-05-04

ODFL OLD DOMINION FREIGHT LINE IN8.6K shares-22.12%2026-03-312026-05-04

Sponsored

INTU INTUIT3.8K shares6.54%2026-03-312026-05-04

MGV VANGUARD WORLD FD11.3K shares-1.38%2026-03-312026-05-04

IWB ISHARES TR4.6K shares-5.30%2026-03-312026-05-04

MTD METTLER TOLEDO INTERNATIONAL1.3K shares35.57%2026-03-312026-05-04

MPC MARATHON PETE CORP6.6K shares-10.84%2026-03-312026-05-04

WCN WASTE CONNECTIONS INC9.9K shares-8.67%2026-03-312026-05-04

TXN TEXAS INSTRS INC8.3K shares5.42%2026-03-312026-05-04

PPG PPG INDS INC14.9K shares5.42%2026-03-312026-05-04

Sponsored

LOW LOWES COS INC6.6K shares4.58%2026-03-312026-05-04

IJH ISHARES TR23.1K shares-2.34%2026-03-312026-05-04

UPS UNITED PARCEL SVCS INC15.6K shares123.56%2026-03-312026-05-04

CB CHUBB LTD SWITZ4.7K shares-4.92%2026-03-312026-05-04

CNM CORE & MAIN INC30.7K shares-10.44%2026-03-312026-05-04

PFE PFIZER INC53.7K shares0.77%2026-03-312026-05-04

IJR ISHARES TR11.9K shares5.17%2026-03-312026-05-04

JQUA J P MORGAN EXCHANGE TRADED F24.1K shares-77.47%2026-03-312026-05-04

Sponsored

MGK VANGUARD WORLD FD4.0K shares-0.84%2026-03-312026-05-04

MS MORGAN STANLEY8.8K shares-11.31%2026-03-312026-05-04

KDEC INNOVATOR ETFS TRUST56.0K shares-8.27%2026-03-312026-05-04

VRTX VERTEX PHARMACEUTICALS INC3.2K shares0.09%2026-03-312026-05-04

MNST MONSTER BEVERAGE CORP NEW19.7K shares1.57%2026-03-312026-05-04

SO SOUTHERN CO14.7K shares20.24%2026-03-312026-05-04

CRM SALESFORCE INC7.6K shares2.25%2026-03-312026-05-04

TRV TRAVELERS COMPANIES INC4.8K shares0.06%2026-03-312026-05-04

Sponsored

SLV ISHARES SILVER TR20.4K shares-23.26%2026-03-312026-05-04

NOC NORTHROP GRUMMAN CORP2.0K shares-0.80%2026-03-312026-05-04

KO COCA COLA CO17.8K shares21.38%2026-03-312026-05-04

VTV VANGUARD INDEX FDS6.9K shares-40.69%2026-03-312026-05-04

LINDE PLC LINDE PLC2.7K shares136.88%2026-03-312026-05-04

MDLZ MONDELEZ INTL INC23.0K shares-0.18%2026-03-312026-05-04

GPN GLOBAL PMTS INC19.6K shares-0.11%2026-03-312026-05-04

DTE DTE ENERGY CO9.0K shares8.46%2026-03-312026-05-04

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HON HONEYWELL INTL INC5.8K shares2.64%2026-03-312026-05-04

ATO ATMOS ENERGY CORP7.1K shares13.32%2026-03-312026-05-04

UNP UNION PAC CORP5.3K shares-3.88%2026-03-312026-05-04

PFG PRINCIPAL FINANCIAL GROUP IN14.2K shares3.07%2026-03-312026-05-04

XEL XCEL ENERGY INC15.9K shares-0.85%2026-03-312026-05-04

CGGO CAPITAL GROUP GBL GROWTH EQT37.5K shares1.56%2026-03-312026-05-04

AGG ISHARES TR12.1K shares7.46%2026-03-312026-05-04

CSX CSX CORP29.2K shares-1.06%2026-03-312026-05-04

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JEPQ J P MORGAN EXCHANGE TRADED F21.4K shares2.38%2026-03-312026-05-04

HSY HERSHEY CO5.7K shares235.25%2026-03-312026-05-04

EEM ISHARES TR20.9K shares0.18%2026-03-312026-05-04

SIGI SELECTIVE INS GROUP INC15.7K shares6.58%2026-03-312026-05-04

TFC TRUIST FINL CORP25.4K shares-30.61%2026-03-312026-05-04

GS GOLDMAN SACHS GROUP INC1.4K shares-16.72%2026-03-312026-05-04

SHW SHERWIN WILLIAMS CO3.5K shares-0.54%2026-03-312026-05-04

IWL ISHARES TR7.0K shares-1.26%2026-03-312026-05-04

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VEU VANGUARD INTL EQUITY INDEX F15.0K shares2.29%2026-03-312026-05-04

TYL TYLER TECHNOLOGIES INC3.3K shares-15.88%2026-03-312026-05-04

BMY BRISTOL-MYERS SQUIBB CO18.2K shares17.70%2026-03-312026-05-04

VXUS VANGUARD STAR FDS14.3K shares7.02%2026-03-312026-05-04

BAC BANK AMERICA CORP22.6K shares-10.15%2026-03-312026-05-04

QQEW FIRST TR EXCHANGE-TRADED FD8.6K sharesnew addition2026-03-312026-05-04

SKY CHAMPION HOMES INC14.5K shares-14.98%2026-03-312026-05-04

PLD PROLOGIS INC.8.0K shares10.28%2026-03-312026-05-04

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BSX BOSTON SCIENTIFIC CORP16.8K shares-0.27%2026-03-312026-05-04

TOTALENERGIES SE TOTALENERGIES SE11.2K sharesnew addition2026-03-312026-05-04

INTC INTEL CORP23.0K shares-0.17%2026-03-312026-05-04

ADBE ADOBE INC4.2K shares-34.52%2026-03-312026-05-04

WSO WATSCO INC2.7K shares10.04%2026-03-312026-05-04

ASTRAZENECA PLC ASTRAZENECA PLC5.0K sharesnew addition2026-03-312026-05-04

ROK ROCKWELL AUTOMATION INC2.7K shares-1.48%2026-03-312026-05-04

SRE SEMPRA10.0K shares4.87%2026-03-312026-05-04

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MTB M & T BK CORP4.7K shares1.56%2026-03-312026-05-04

SPGI S&P GLOBAL INC2.3K shares-7.29%2026-03-312026-05-04

GEV GE VERNOVA INC1.1K shares0.18%2026-03-312026-05-04

CMI CUMMINS INC1.8K shares-4.84%2026-03-312026-05-04

AVB AVALONBAY CMNTYS INC5.7K shares-0.80%2026-03-312026-05-04

DIS DISNEY WALT CO9.6K shares5.37%2026-03-312026-05-04

APD AIR PRODUCTS AND CHEMICALS I3.1K shares-32.43%2026-03-312026-05-04

SMH VANECK ETF TRUST2.3K shares75.24%2026-03-312026-05-04

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CGGR CAPITAL GROUP GROWTH ETF22.0K shares91.65%2026-03-312026-05-04

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW6.7K shares11.62%2026-03-312026-05-04

VT VANGUARD INTL EQUITY INDEX F6.4K shares6.17%2026-03-312026-05-04

USB US BANCORP16.6K shares-7.19%2026-03-312026-05-04

XYLD GLOBAL X FDS21.9K shares0.00%2026-03-312026-05-04

GSST GOLDMAN SACHS ETF TR16.3K shares-64.05%2026-03-312026-05-04

JAVA J P MORGAN EXCHANGE TRADED F11.5K shares94.77%2026-03-312026-05-04

QLD PROSHARES TR13.5K sharesnew addition2026-03-312026-05-04

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PSA PUBLIC STORAGE OPER CO3.0K shares-0.39%2026-03-312026-05-04

IWM ISHARES TR3.2K shares2.08%2026-03-312026-05-04

OCGN OCUGEN INC438.9K shares95.87%2026-03-312026-05-04

GE AEROSPACE GE AEROSPACE2.8K shares-7.63%2026-03-312026-05-04

PAA PLAINS ALL AMERN PIPELINE L35.3K shares61.96%2026-03-312026-05-04

KR KROGER CO10.9K shares14.84%2026-03-312026-05-04

QUAL ISHARES TR4.1K shares21.69%2026-03-312026-05-04

ED CONSOLIDATED EDISON INC6.8K shares3.63%2026-03-312026-05-04

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APP APPLOVIN CORP1.9K shares87.49%2026-03-312026-05-04

BUFQ FIRST TR EXCHNG TRADED FD VI21.8K sharesnew addition2026-03-312026-05-04

NOW SERVICENOW INC7.3K shares-54.15%2026-03-312026-05-04

CENCORA INC CENCORA INC2.4K shares12.33%2026-03-312026-05-04

BTI BRITISH AMERN TOB PLC13.0K sharesnew addition2026-03-312026-05-04

TGT TARGET CORP6.2K shares-0.65%2026-03-312026-05-04

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC10.6K shares14.42%2026-03-312026-05-04

DT DYNATRACE INC20.2K shares0.01%2026-03-312026-05-04

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CTVA CORTEVA INC8.9K shares115.81%2026-03-312026-05-04

SCI SERVICE CORP INTL8.9K shares-0.45%2026-03-312026-05-04

BND VANGUARD BD INDEX FDS9.9K shares-9.82%2026-03-312026-05-04

WMB WILLIAMS COS INC10.0K shares-10.18%2026-03-312026-05-04

SUB ISHARES TR6.8K shares-18.63%2026-03-312026-05-04

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-05-04

JGRO J P MORGAN EXCHANGE TRADED F8.5K shares91.50%2026-03-312026-05-04

BLACKSTONE INC BLACKSTONE INC6.2K shares-23.61%2026-03-312026-05-04

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AEE AMEREN CORP6.3K shares0.88%2026-03-312026-05-04

UBER UBER TECHNOLOGIES INC9.6K shares-20.11%2026-03-312026-05-04

REGN REGENERON PHARMACEUTICALS889 shares102.05%2026-03-312026-05-04

SCZ ISHARES TR8.7K shares-7.99%2026-03-312026-05-04

AEP AMERICAN ELEC PWR CO INC5.0K shares19.50%2026-03-312026-05-04

SCHA SCHWAB STRATEGIC TR22.5K shares-3.60%2026-03-312026-05-04

DVY ISHARES TR4.3K shares3.30%2026-03-312026-05-04

IEFA ISHARES TR7.2K shares-23.45%2026-03-312026-05-04

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RF REGIONS FINANCIAL CORP NEW24.9K sharesnew addition2026-03-312026-05-04

SPYG SPDR SERIES TRUST6.5K shares-7.28%2026-03-312026-05-04

LYB LYONDELLBASELL INDUSTRIES NV7.9K sharesnew addition2026-03-312026-05-04

CACI CACI INTL INC1.2K shares-21.29%2026-03-312026-05-04

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC5.7K shares4.33%2026-03-312026-05-04

SPG SIMON PPTY GROUP INC NEW3.3K shares52.93%2026-03-312026-05-04

BURL BURLINGTON STORES INC1.9K shares5.46%2026-03-312026-05-04

TSCO TRACTOR SUPPLY CO13.2K shares3.66%2026-03-312026-05-04

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VTEB VANGUARD MUN BD FDS11.9K shares21.45%2026-03-312026-05-04

MKL MARKEL GROUP INC309 shares-27.29%2026-03-312026-05-04

SBUX STARBUCKS CORP6.4K shares-9.48%2026-03-312026-05-04

FBTC FIDELITY WISE ORIGIN BITCOIN9.6K shares7.47%2026-03-312026-05-04

PNC PNC FINL SVCS GROUP INC2.7K shares42.74%2026-03-312026-05-04

DHR DANAHER CORP DEL2.9K shares-15.25%2026-03-312026-05-04

RACE FERRARI N V1.6K shares88.00%2026-03-312026-05-04

DOW DOW HLDGS INC13.2K sharesnew addition2026-03-312026-05-04

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GWRE GUIDEWIRE SOFTWARE INC3.6K shares-4.08%2026-03-312026-05-04

CVS CVS HEALTH CORP7.5K shares73.04%2026-03-312026-05-04

VGT VANGUARD WORLD FD766 shares3.37%2026-03-312026-05-04

CASY CASEYS GEN STORES INC724 shares-34.95%2026-03-312026-05-04

DTM DT MIDSTREAM INC3.9K shares9.60%2026-03-312026-05-04

RMD RESMED INC2.3K shares63.04%2026-03-312026-05-04

EMR EMERSON ELEC CO4.0K shares-3.26%2026-03-312026-05-04

BOND PIMCO ETF TR5.6K shares2.21%2026-03-312026-05-04

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VBK VANGUARD INDEX FDS1.7K shares-26.07%2026-03-312026-05-04

FI FISERV INC9.2K shares57.56%2026-03-312026-05-04

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC5.9K sharesnew addition2026-03-312026-05-04

TRMB TRIMBLE INC7.8K shares-13.81%2026-03-312026-05-04

AOR ISHARES TR7.9K sharesnew addition2026-03-312026-05-04

NCDL NUVEEN CHURCHILL DIRECT LEND39.6K shares0.00%2026-03-312026-05-04

CGUS CAPITAL GROUP CORE EQUITY ET13.0K shares0.62%2026-03-312026-05-04

DGX QUEST DIAGNOSTICS INC2.5K sharesnew addition2026-03-312026-05-04

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AVY AVERY DENNISON CORP2.9K shares-16.33%2026-03-312026-05-04

SCHW SCHWAB CHARLES CORP5.3K shares61.20%2026-03-312026-05-04

XLI SELECT SECTOR SPDR TR3.1K shares-4.49%2026-03-312026-05-04

FE FIRSTENERGY CORP9.6K shares72.27%2026-03-312026-05-04

AMG AFFILIATED MANAGERS GROUP1.7K shares0.64%2026-03-312026-05-04

WFC WELLS FARGO & CO6.0K shares0.23%2026-03-312026-05-04

IWN ISHARES TR2.5K shares-10.10%2026-03-312026-05-04

JLL JONES LANG LASALLE INC1.6K shares3.60%2026-03-312026-05-04

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NVO NOVO-NORDISK A S12.8K shares6.70%2026-03-312026-05-04

AB ACTIVE ETFS INC AB ACTIVE ETFS INC18.8K sharesnew addition2026-03-312026-05-04

WRB BERKLEY W R CORP7.0K shares-13.91%2026-03-312026-05-04

SEIC SEI INVTS CO5.9K shares-6.35%2026-03-312026-05-04

VCSH VANGUARD SCOTTSDALE FDS5.7K shares-0.33%2026-03-312026-05-04

PRU PRUDENTIAL FINL INC4.6K shares0.95%2026-03-312026-05-04

IYH ISHARES TR7.3K shares16.00%2026-03-312026-05-04

ISHARES GOLD TR ISHARES GOLD TR5.1K shares-91.29%2026-03-312026-05-04

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WEX WEX INC2.9K shares1.33%2026-03-312026-05-04

QLTY GMO ETF TRUST12.2K shares-86.16%2026-03-312026-05-04

SCHY SCHWAB STRATEGIC TR13.8K sharesnew addition2026-03-312026-05-04

DGRO ISHARES TR6.2K shares39.73%2026-03-312026-05-04

ADI ANALOG DEVICES INC1.4K shares9.55%2026-03-312026-05-04

SHEL SHELL PLC4.7K shares39.73%2026-03-312026-05-04

XLK SELECT SECTOR SPDR TR3.3K shares-14.75%2026-03-312026-05-04

NYT NEW YORK TIMES CO MTN BE5.2K shares0.04%2026-03-312026-05-04

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DEM WISDOMTREE TR8.7K shares9.22%2026-03-312026-05-04

ARMK ARAMARK10.6K shares5.29%2026-03-312026-05-04

GDDY GODADDY INC5.1K shares19.92%2026-03-312026-05-04

SHYG ISHARES TR9.9K sharesnew addition2026-03-312026-05-04

APH AMPHENOL CORP3.3K shares14.59%2026-03-312026-05-04

MSI MOTOROLA SOLUTIONS INC948 shares-5.39%2026-03-312026-05-04

GLW CORNING INC3.0K shares-5.09%2026-03-312026-05-04

RPM RPM INTL INC4.1K shares11.60%2026-03-312026-05-04

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DAL DELTA AIR LINES INC6.1K shares99.54%2026-03-312026-05-04

CDW CDW CORP3.3K shares45.34%2026-03-312026-05-04

LH LABCORP HOLDINGS INC1.5K shares72.43%2026-03-312026-05-04

MMC MARSH & MCLENNAN COS INC2.3K shares1.54%2026-03-312026-05-04

JMST J P MORGAN EXCHANGE TRADED F7.9K shares0.00%2026-03-312026-05-04

VGSH VANGUARD SCOTTSDALE FDS6.8K shares-36.97%2026-03-312026-05-04

NKE NIKE INC7.5K shares16.19%2026-03-312026-05-04

TRU TRANSUNION5.7K shares42.75%2026-03-312026-05-04

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UHS UNIVERSAL HLTH SVCS INC2.2K shares33.52%2026-03-312026-05-04

ISCG ISHARES TR7.1K sharesnew addition2026-03-312026-05-04

SNPS SYNOPSYS INC976 shares-5.52%2026-03-312026-05-04

AVUV AMERICAN CENTY ETF TR3.5K sharesnew addition2026-03-312026-05-04

THE CIGNA GROUP THE CIGNA GROUP1.4K shares34.17%2026-03-312026-05-04

XLF SELECT SECTOR SPDR TR7.7K shares-12.98%2026-03-312026-05-04

BIIB BIOGEN INC2.1K shares47.67%2026-03-312026-05-04

BINC BLACKROCK ETF TRUST II7.3K shares3.59%2026-03-312026-05-04

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CITIGROUP INC CITIGROUP INC3.3K shares3.32%2026-03-312026-05-04

KEX KIRBY CORP2.8K shares2.85%2026-03-312026-05-04

IBB ISHARES TR2.2K shares-1.34%2026-03-312026-05-04

TECH BIO-TECHNE CORP7.1K shares56.39%2026-03-312026-05-04

JCI JOHNSON CONTROLS INTERNATION2.8K shares0.07%2026-03-312026-05-04

FAST FASTENAL CO7.9K shares3.52%2026-03-312026-05-04

BARON ETF TR BARON ETF TR15.8K sharesnew addition2026-03-312026-05-04

FLLA FRANKLIN TEMPLETON ETF TR13.0K sharesnew addition2026-03-312026-05-04

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MEDP MEDPACE HLDGS INC763 shares0.00%2026-03-312026-05-04

HBAN HUNTINGTON BANCSHARES INC23.2K sharesnew addition2026-03-312026-05-04

AEM AGNICO EAGLE MINES LTD1.8K shares8.09%2026-03-312026-05-04

ATR APTARGROUP INC2.8K shares-6.99%2026-03-312026-05-04

SMLF ISHARES TR4.8K sharesnew addition2026-03-312026-05-04

HOLX HOLOGIC INC4.7K shares-75.01%2026-03-312026-05-04

IMCB ISHARES TR4.3K shares-6.41%2026-03-312026-05-04

JBHT HUNT J B TRANS SVCS INC1.7K shares-9.29%2026-03-312026-05-04

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TMUS T-MOBILE US INC1.7K shares1.88%2026-03-312026-05-04

VBR VANGUARD INDEX FDS1.6K shares-42.17%2026-03-312026-05-04

CMS CMS ENERGY CORP4.5K shares19.33%2026-03-312026-05-04

CHH CHOICE HOTELS INTL INC3.3K shares19.13%2026-03-312026-05-04

VIG VANGUARD SPECIALIZED FUNDS1.6K shares1.60%2026-03-312026-05-04

GBF ISHARES TR3.3K shares-12.64%2026-03-312026-05-04

PRMB PRIMO BRANDS CORPORATION18.0K shares0.00%2026-03-312026-05-04

AGO ASSURED GUARANTY LTD4.1K shares2.32%2026-03-312026-05-04

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ITW ILLINOIS TOOL WKS INC1.3K shares8.17%2026-03-312026-05-04

MMM 3M CO2.3K shares1.49%2026-03-312026-05-04

KKR & CO INC KKR & CO INC3.6K shares5.39%2026-03-312026-05-04

COF CAPITAL ONE FINL CORP1.8K shares-38.30%2026-03-312026-05-04

AWF ALLIANCEBERNSTEIN GLOBAL HIG33.0K sharesnew addition2026-03-312026-05-04

MANH MANHATTAN ASSOCIATES INC2.5K shares23.90%2026-03-312026-05-04

TAP MOLSON COORS BEVERAGE CO7.7K shares4.86%2026-03-312026-05-04

LII LENNOX INTL INC715 shares-2.32%2026-03-312026-05-04

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FNDX SCHWAB STRATEGIC TR11.9K shares9.49%2026-03-312026-05-04

IJT ISHARES TR2.3K shares0.00%2026-03-312026-05-04

WELL WELLTOWER INC1.7K shares12.06%2026-03-312026-05-04

ALGN ALIGN TECHNOLOGY INC1.9K sharesnew addition2026-03-312026-05-04

MPWR MONOLITHIC PWR SYS INC300 shares2.04%2026-03-312026-05-04

PFXF VANECK ETF TRUST18.7K shares-14.19%2026-03-312026-05-04

VTRS VIATRIS INC24.0K shares66.90%2026-03-312026-05-04

AAA INVESTMENT MANAGERS SER TR I13.0K shares0.00%2026-03-312026-05-04

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CHD CHURCH & DWIGHT CO INC3.4K sharesnew addition2026-03-312026-05-04

PWR QUANTA SVCS INC582 shares4.86%2026-03-312026-05-04

ZTS ZOETIS INC2.7K shares37.29%2026-03-312026-05-04

IEX IDEX CORP1.7K shares10.77%2026-03-312026-05-04

MPLX MPLX LP5.6K sharesnew addition2026-03-312026-05-04

ONEQ FIDELITY COMWLTH TR3.7K sharesnew addition2026-03-312026-05-04

SOXX ISHARES TR957 shares-3.04%2026-03-312026-05-04

FDS FACTSET RESH SYS INC1.4K shares-6.79%2026-03-312026-05-04

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BFLY BUTTERFLY NETWORK INC77.4K shares0.00%2026-03-312026-05-04

STZ CONSTELLATION BRANDS INC2.1K sharesnew addition2026-03-312026-05-04

TSN TYSON FOODS INC4.9K shares-6.66%2026-03-312026-05-04

CMG CHIPOTLE MEXICAN GRILL INC9.7K shares-2.94%2026-03-312026-05-04

SPYV SPDR SERIES TRUST5.5K sharesnew addition2026-03-312026-05-04

J JACOBS SOLUTIONS INC2.4K shares8.87%2026-03-312026-05-04

BLACKROCK INC BLACKROCK INC321 shares-3.60%2026-03-312026-05-04

SDY SPDR SERIES TRUST2.1K shares0.00%2026-03-312026-05-04

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LKQ LKQ CORP10.4K shares-11.91%2026-03-312026-05-04

FTAI AVIATION LTD FTAI AVIATION LTD1.2K shares-31.32%2026-03-312026-05-04

MCN XAI MADISON EQUITY PREMIUM I51.7K shares4.58%2026-03-312026-05-04

A AGILENT TECHNOLOGIES INC2.6K shares-3.83%2026-03-312026-05-04

WSM WILLIAMS SONOMA INC1.6K shares-6.54%2026-03-312026-05-04

ADC AGREE RLTY CORP4.0K sharesnew addition2026-03-312026-05-04

VHT VANGUARD WORLD FD1.1K shares0.00%2026-03-312026-05-04

PAYX PAYCHEX INC3.2K shares-26.19%2026-03-312026-05-04

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AIRR FIRST TR EXCHANGE TRADED FD2.7K shares6.16%2026-03-312026-05-04

JKHY HENRY JACK & ASSOC INC1.9K shares11.20%2026-03-312026-05-04

NDSN NORDSON CORP1.1K shares-7.11%2026-03-312026-05-04

STERIS PLC STERIS PLC1.3K shares60.20%2026-03-312026-05-04

LHX L3HARRIS TECHNOLOGIES INC834 shares-5.12%2026-03-312026-05-04

FIX COMFORT SYS USA INC207 shares-12.66%2026-03-312026-05-04

MORN MORNINGSTAR INC1.7K shares-6.25%2026-03-312026-05-04

DLB DOLBY LABORATORIES INC4.7K shares-7.68%2026-03-312026-05-04

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EPI WISDOMTREE TR6.9K shares9.54%2026-03-312026-05-04

POOL POOL CORP1.4K sharesnew addition2026-03-312026-05-04

NATR NATURES SUNSHINE PRODS INC11.8K shares0.00%2026-03-312026-05-04

ES EVERSOURCE ENERGY4.1K shares22.23%2026-03-312026-05-04

KHC KRAFT HEINZ CO12.4K sharesnew addition2026-03-312026-05-04

SCHD SCHWAB STRATEGIC TR9.1K shares-13.97%2026-03-312026-05-04

IWV ISHARES TR745 shares0.40%2026-03-312026-05-04

ENSG ENSIGN GROUP INC1.4K shares0.00%2026-03-312026-05-04

Sponsored

CNC CENTENE CORP DEL8.4K sharesnew addition2026-03-312026-05-04

ETY EATON VANCE TAX-MANAGED DIVE19.5K shares52.69%2026-03-312026-05-04

PCG PG&E CORP15.2K shares7.54%2026-03-312026-05-04

HYD VANECK ETF TRUST5.3K shares27.41%2026-03-312026-05-04

PSTG EVERPURE INC4.5K shares-44.77%2026-03-312026-05-04

UNILEVER PLC UNILEVER PLC4.7K shares-5.18%2026-03-312026-05-04

CRL CHARLES RIV LABS INTL INC1.5K shares30.23%2026-03-312026-05-04

EXC EXELON CORP5.4K shares8.76%2026-03-312026-05-04

Sponsored

ULTA ULTA BEAUTY INC503 shares-26.46%2026-03-312026-05-04

PECO PHILLIPS EDISON & CO INC7.0K shares-6.45%2026-03-312026-05-04

CCJ CAMECO CORP2.4K shares1.86%2026-03-312026-05-04

FCX FREEPORT MCMORAN INC4.4K shares-2.50%2026-03-312026-05-04

HROW HARROW INC7.3K shares0.00%2026-03-312026-05-04

ITA ISHARES TR1.2K shares-2.16%2026-03-312026-05-04

FAF FIRST AMERN FINL CORP4.2K shares0.00%2026-03-312026-05-04

AFL AFLAC INC2.3K shares-5.53%2026-03-312026-05-04

Sponsored

ZBH ZIMMER BIOMET HOLDINGS INC2.8K sharesnew addition2026-03-312026-05-04

SPXX NUVEEN S&P 500 DYNAMIC OVERW15.6K sharesnew addition2026-03-312026-05-04

AIT APPLIED INDL TECHNOLOGIES IN941 sharesnew addition2026-03-312026-05-04

COKE COCA COLA CONS INC1.3K sharesnew addition2026-03-312026-05-04

MGC

VANGUARD WORLD FD

-3.08%

Shares440.1K

Event2026-03-31

Filed2026-05-04

VTI

VANGUARD INDEX FDS

-2.53%

Shares182.1K

Event2026-03-31

Filed2026-05-04

SPYM

SPDR SERIES TRUST

15.59%

Shares758.8K

Event2026-03-31

Filed2026-05-04

SPY

STATE STR SPDR S&P 500 ETF T

-23.68%

Shares88.5K

Event2026-03-31

Filed2026-05-04

SPBO

SPDR SERIES TRUST

16.54%

Shares1.7M

Event2026-03-31

Filed2026-05-04

SCHF

SCHWAB STRATEGIC TR

-4.77%

Shares1.9M

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

-0.00%

Shares176.5K

Event2026-03-31

Filed2026-05-04

CGDV

CAPITAL GROUP DIVIDEND VALUE

18.79%

Shares965.7K

Event2026-03-31

Filed2026-05-04

ITOT

ISHARES TR

-9.53%

Shares287.9K

Event2026-03-31

Filed2026-05-04

QGRO

AMERICAN CENTY ETF TR

12.39%

Shares342.9K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

2.24%

Shares141.4K

Event2026-03-31

Filed2026-05-04

SPDW

SPDR INDEX SHS FDS

21.66%

Shares644.3K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

2.14%

Shares79.3K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

-1.59%

Shares98.7K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

0.94%

Shares98.1K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

-6.89%

Shares160.6K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

-1.76%

Shares106.9K

Event2026-03-31

Filed2026-05-04

VGIT

VANGUARD SCOTTSDALE FDS

17.73%

Shares438.8K

Event2026-03-31

Filed2026-05-04

VWO

VANGUARD INTL EQUITY INDEX F

13.15%

Shares477.6K

Event2026-03-31

Filed2026-05-04

VEA

VANGUARD TAX-MANAGED FDS

-1.71%

Shares373.2K

Event2026-03-31

Filed2026-05-04

IWF

ISHARES TR

8.13%

Shares49.5K

Event2026-03-31

Filed2026-05-04

SHY

ISHARES TR

-11.64%

Shares241.4K

Event2026-03-31

Filed2026-05-04

VYM

VANGUARD WHITEHALL FDS

10.32%

Shares128.1K

Event2026-03-31

Filed2026-05-04

VONG

VANGUARD SCOTTSDALE FDS

35.57%

Shares163.2K

Event2026-03-31

Filed2026-05-04

JPM

JPMORGAN CHASE & CO

-1.71%

Shares59.1K

Event2026-03-31

Filed2026-05-04

INVESCO QQQ TR

15.01%

Shares27.2K

Event2026-03-31

Filed2026-05-04

VXF

VANGUARD INDEX FDS

13.03%

Shares73.4K

Event2026-03-31

Filed2026-05-04

SCHE

SCHWAB STRATEGIC TR

-3.05%

Shares434.8K

Event2026-03-31

Filed2026-05-04

META

META PLATFORMS INC

3.52%

Shares24.9K

Event2026-03-31

Filed2026-05-04

VYMI

VANGUARD WHITEHALL FDS

-6.94%

Shares148.3K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

0.00%

Shares45.1K

Event2026-03-31

Filed2026-05-04

USFR

WISDOMTREE TR

26.17%

Shares262.5K

Event2026-03-31

Filed2026-05-04

PWRD

TCW ETF TRUST

13.90%

Shares135.1K

Event2026-03-31

Filed2026-05-04

VUG

VANGUARD INDEX FDS

-9.93%

Shares29.9K

Event2026-03-31

Filed2026-05-04

CIBR

FIRST TR EXCHANGE-TRADED FD

24.44%

Shares206.9K

Event2026-03-31

Filed2026-05-04

VCIT

VANGUARD SCOTTSDALE FDS

1.95%

Shares150.3K

Event2026-03-31

Filed2026-05-04

BROADCOM INC

-3.68%

Shares39.2K

Event2026-03-31

Filed2026-05-04

SDVY

FIRST TR EXCHANGE TRADED FD

17.85%

Shares291.4K

Event2026-03-31

Filed2026-05-04

FNCL

FIDELITY COVINGTON TRUST

19.18%

Shares155.8K

Event2026-03-31

Filed2026-05-04

TLT

ISHARES TR

948.44%

Shares125.4K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

0.37%

Shares22.1K

Event2026-03-31

Filed2026-05-04

CALF

PACER FDS TR

-1.37%

Shares232.8K

Event2026-03-31

Filed2026-05-04

IGV

ISHARES TR

New

Shares128.0K

Event2026-03-31

Filed2026-05-04

XOM

EXXON MOBIL CORP

20.13%

Shares60.4K

Event2026-03-31

Filed2026-05-04

EFA

ISHARES TR

-2.02%

Shares98.0K

Event2026-03-31

Filed2026-05-04

INVESCO EXCHANGE TRADED FD T

20.42%

Shares48.6K

Event2026-03-31

Filed2026-05-04

QQQM

INVESCO EXCH TRADED FD TR II

-11.11%

Shares39.0K

Event2026-03-31

Filed2026-05-04

IVV

ISHARES TR

5.41%

Shares13.6K

Event2026-03-31

Filed2026-05-04

IGSB

ISHARES TR

-8.59%

Shares166.9K

Event2026-03-31

Filed2026-05-04

CSCO

CISCO SYS INC

-3.91%

Shares109.2K

Event2026-03-31

Filed2026-05-04

VTIP

VANGUARD MALVERN FDS

-11.36%

Shares169.4K

Event2026-03-31

Filed2026-05-04

TSLA

TESLA INC

4.77%

Shares22.6K

Event2026-03-31

Filed2026-05-04

IEI

ISHARES TR

-4.14%

Shares70.1K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

13.06%

Shares28.2K

Event2026-03-31

Filed2026-05-04

MBB

ISHARES TR

-7.15%

Shares83.9K

Event2026-03-31

Filed2026-05-04

COWZ

PACER FDS TR

-5.77%

Shares126.3K

Event2026-03-31

Filed2026-05-04

EFG

ISHARES TR

4.27%

Shares69.1K

Event2026-03-31

Filed2026-05-04

JNJ

JOHNSON & JOHNSON

-1.46%

Shares31.2K

Event2026-03-31

Filed2026-05-04

PARKER-HANNIFIN CORP

-0.00%

Shares5.1M

Event2026-03-31

Filed2026-05-04

SCHC

SCHWAB STRATEGIC TR

-5.24%

Shares159.6K

Event2026-03-31

Filed2026-05-04

BILS

SPDR SERIES TRUST

-4.31%

Shares74.0K

Event2026-03-31

Filed2026-05-04

AXP

AMERICAN EXPRESS CO

-14.14%

Shares24.3K

Event2026-03-31

Filed2026-05-04

JBL

JABIL INC

10.20%

Shares27.5K

Event2026-03-31

Filed2026-05-04

CAT

CATERPILLAR INC

0.78%

Shares10.2K

Event2026-03-31

Filed2026-05-04

COST

COSTCO WHOLESALE CORPORATION

-2.19%

Shares7.3K

Event2026-03-31

Filed2026-05-04

SCHP

SCHWAB STRATEGIC TR

-15.06%

Shares269.5K

Event2026-03-31

Filed2026-05-04

ABBV

ABBVIE INC

0.27%

Shares32.8K

Event2026-03-31

Filed2026-05-04

NRG

NRG ENERGY INC

-1.57%

Shares46.1K

Event2026-03-31

Filed2026-05-04

PANW

PALO ALTO NETWORKS INC

6.52%

Shares41.2K

Event2026-03-31

Filed2026-05-04

LLY

ELI LILLY & CO

-1.77%

Shares7.1K

Event2026-03-31

Filed2026-05-04

GNRC

GENERAC HLDGS INC

18.56%

Shares32.9K

Event2026-03-31

Filed2026-05-04

ACWX

ISHARES TR

376.25%

Shares93.6K

Event2026-03-31

Filed2026-05-04

PLTR

PALANTIR TECHNOLOGIES INC

-5.95%

Shares43.7K

Event2026-03-31

Filed2026-05-04

ORLY

OREILLY AUTOMOTIVE INC

-2.93%

Shares69.2K

Event2026-03-31

Filed2026-05-04

PHILIP MORRIS INTL INC

7.01%

Shares38.0K

Event2026-03-31

Filed2026-05-04

MASTERCARD INCORPORATED

1.84%

Shares12.4K

Event2026-03-31

Filed2026-05-04

MINT

PIMCO ETF TR

-20.68%

Shares61.7K

Event2026-03-31

Filed2026-05-04

VLO

VALERO ENERGY CORP

11.22%

Shares25.1K

Event2026-03-31

Filed2026-05-04

AAAU

GOLDMAN SACHS PHYSICAL GOLD

3.10%

Shares133.7K

Event2026-03-31

Filed2026-05-04

HOME DEPOT INC

-3.85%

Shares17.7K

Event2026-03-31

Filed2026-05-04

NEM

NEWMONT CORP

2.52%

Shares53.2K

Event2026-03-31

Filed2026-05-04

LAM RESEARCH CORP

4.67%

Shares26.8K

Event2026-03-31

Filed2026-05-04

PEP

PEPSICO INC

7.71%

Shares36.9K

Event2026-03-31

Filed2026-05-04

SNA

SNAP ON INC

8.90%

Shares15.7K

Event2026-03-31

Filed2026-05-04

SHV

ISHARES TR

-4.34%

Shares51.6K

Event2026-03-31

Filed2026-05-04

BIL

SPDR SERIES TRUST

-19.36%

Shares62.1K

Event2026-03-31

Filed2026-05-04

PROCTER & GAMBLE CO

5.46%

Shares39.3K

Event2026-03-31

Filed2026-05-04

MCK

MCKESSON CORP

1.07%

Shares6.5K

Event2026-03-31

Filed2026-05-04

CVX

CHEVRON CORPORATION

-2.00%

Shares27.0K

Event2026-03-31

Filed2026-05-04

XLV

SELECT SECTOR SPDR TR

-29.42%

Shares37.6K

Event2026-03-31

Filed2026-05-04

MERCK & CO INC

33.42%

Shares45.2K

Event2026-03-31

Filed2026-05-04

QCOM

QUALCOMM INC

37.79%

Shares42.2K

Event2026-03-31

Filed2026-05-04

XLY

SELECT SECTOR SPDR TR

34.00%

Shares49.0K

Event2026-03-31

Filed2026-05-04

FDX

FEDEX CORP

-0.09%

Shares14.8K

Event2026-03-31

Filed2026-05-04

KLAC

KLA CORP

2.05%

Shares3.6K

Event2026-03-31

Filed2026-05-04

VISA INC

-0.57%

Shares17.3K

Event2026-03-31

Filed2026-05-04

QLTA

ISHARES TR

-12.73%

Shares107.3K

Event2026-03-31

Filed2026-05-04

ACWI

ISHARES TR

-1.34%

Shares36.9K

Event2026-03-31

Filed2026-05-04

IAGG

ISHARES TR

-0.04%

Shares101.6K

Event2026-03-31

Filed2026-05-04

IEF

ISHARES TR

41.74%

Shares52.8K

Event2026-03-31

Filed2026-05-04

GILD

GILEAD SCIENCES INC

26.96%

Shares36.1K

Event2026-03-31

Filed2026-05-04

NFLX

NETFLIX INC.

-33.60%

Shares51.9K

Event2026-03-31

Filed2026-05-04

SPIP

SPDR SERIES TRUST

-1.29%

Shares189.3K

Event2026-03-31

Filed2026-05-04

TJX

TJX COS INC NEW

-1.52%

Shares30.6K

Event2026-03-31

Filed2026-05-04

ICE

INTERCONTINENTAL EXCHANGE IN

0.46%

Shares31.1K

Event2026-03-31

Filed2026-05-04

CAH

CARDINAL HEALTH INC

33.28%

Shares22.7K

Event2026-03-31

Filed2026-05-04

IWP

ISHARES TR

152.28%

Shares36.6K

Event2026-03-31

Filed2026-05-04

GLD

SPDR GOLD TR

6.96%

Shares10.8K

Event2026-03-31

Filed2026-05-04

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-11.83%

Shares13.4K

Event2026-03-31

Filed2026-05-04

COLGATE PALMOLIVE CO

27.88%

Shares51.7K

Event2026-03-31

Filed2026-05-04

CME

CME GROUP INC

-2.90%

Shares14.1K

Event2026-03-31

Filed2026-05-04

ASML

ASML HLDG NV

-13.98%

Shares3.1K

Event2026-03-31

Filed2026-05-04

AMAT

APPLIED MATLS INC

15.06%

Shares12.0K

Event2026-03-31

Filed2026-05-04

ADP

AUTOMATIC DATA PROCESSING IN

-0.69%

Shares20.1K

Event2026-03-31

Filed2026-05-04

IVW

ISHARES TR

-1.01%

Shares35.8K

Event2026-03-31

Filed2026-05-04

EOG

EOG RES INC

-12.37%

Shares27.6K

Event2026-03-31

Filed2026-05-04

ADM

ARCHER DANIELS MIDLAND CO

38.51%

Shares54.6K

Event2026-03-31

Filed2026-05-04

IWD

ISHARES TR

-2.76%

Shares18.6K

Event2026-03-31

Filed2026-05-04

SCHX

SCHWAB STRATEGIC TR

-2.40%

Shares150.7K

Event2026-03-31

Filed2026-05-04

EBAY

EBAY INC.

0.72%

Shares42.1K

Event2026-03-31

Filed2026-05-04

IBM

INTERNATIONAL BUSINESS MACHS

18.55%

Shares15.6K

Event2026-03-31

Filed2026-05-04

QTUM

ETF SER SOLUTIONS

172.75%

Shares33.7K

Event2026-03-31

Filed2026-05-04

JEPI

J P MORGAN EXCHANGE TRADED F

-1.62%

Shares63.6K

Event2026-03-31

Filed2026-05-04

DELL

DELL TECHNOLOGIES INC

35.89%

Shares22.0K

Event2026-03-31

Filed2026-05-04

IGIB

ISHARES TR

-2.22%

Shares67.4K

Event2026-03-31

Filed2026-05-04

ACCENTURE PLC IRELAND

136.67%

Shares18.0K

Event2026-03-31

Filed2026-05-04

CMCSA

COMCAST CORP NEW

220.92%

Shares121.7K

Event2026-03-31

Filed2026-05-04

EXPE

EXPEDIA GROUP INC

24.09%

Shares14.9K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

65.15%

Shares5.7K

Event2026-03-31

Filed2026-05-04

EPD

ENTERPRISE PRODS PARTNERS L

7.70%

Shares88.7K

Event2026-03-31

Filed2026-05-04

WMT

WALMART INC

4.15%

Shares26.9K

Event2026-03-31

Filed2026-05-04

PSX

PHILLIPS 66

-1.03%

Shares17.4K

Event2026-03-31

Filed2026-05-04

FTNT

FORTINET INC

32.01%

Shares38.7K

Event2026-03-31

Filed2026-05-04

ABT

ABBOTT LABORATORIES

0.21%

Shares30.6K

Event2026-03-31

Filed2026-05-04

IWR

ISHARES TR

4.47%

Shares32.2K

Event2026-03-31

Filed2026-05-04

JPST

J P MORGAN EXCHANGE TRADED F

3.29%

Shares61.6K

Event2026-03-31

Filed2026-05-04

RALPH LAUREN CORP

10.57%

Shares8.9K

Event2026-03-31

Filed2026-05-04

TMO

THERMO FISHER SCIENTIFIC INC

-3.26%

Shares6.2K

Event2026-03-31

Filed2026-05-04

UNH

UNITEDHEALTH GROUP INC

-4.73%

Shares11.0K

Event2026-03-31

Filed2026-05-04

OTIS

OTIS WORLDWIDE CORP

16.02%

Shares38.1K

Event2026-03-31

Filed2026-05-04

NUE

NUCOR CORP

2.08%

Shares17.2K

Event2026-03-31

Filed2026-05-04

REZ

ISHARES TR

-5.84%

Shares34.9K

Event2026-03-31

Filed2026-05-04

MCD

MCDONALDS CORP

1.01%

Shares9.3K

Event2026-03-31

Filed2026-05-04

NTAP

NETAPP INC

42.19%

Shares28.2K

Event2026-03-31

Filed2026-05-04

DEERE & CO

-4.32%

Shares5.1K

Event2026-03-31

Filed2026-05-04

HWM

HOWMET AEROSPACE INC

-0.75%

Shares12.3K

Event2026-03-31

Filed2026-05-04

ENERGY TRANSFER L P

9.76%

Shares144.9K

Event2026-03-31

Filed2026-05-04

XLE

SELECT SECTOR SPDR TR

14.14%

Shares44.9K

Event2026-03-31

Filed2026-05-04

LMT

LOCKHEED MARTIN CORP

1.48%

Shares4.5K

Event2026-03-31

Filed2026-05-04

VERIZON COMMUNICATIONS INC

31.26%

Shares53.7K

Event2026-03-31

Filed2026-05-04

OUNZ

VANECK MERK GOLD ETF

75.88%

Shares59.8K

Event2026-03-31

Filed2026-05-04

TE CONNECTIVITY PLC

-5.64%

Shares12.7K

Event2026-03-31

Filed2026-05-04

CGXU

CAPITAL GROUP INTL FOCUS EQT

-1.81%

Shares89.4K

Event2026-03-31

Filed2026-05-04

OMC

OMNICOM GROUP INC

56.28%

Shares34.9K

Event2026-03-31

Filed2026-05-04

MICRON TECHNOLOGY INC

20.89%

Shares7.7K

Event2026-03-31

Filed2026-05-04

FFIV

F5 INC

14.84%

Shares9.0K

Event2026-03-31

Filed2026-05-04

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares6.6K

Event2026-03-31

Filed2026-05-04

FENY

FIDELITY COVINGTON TRUST

New

Shares75.8K

Event2026-03-31

Filed2026-05-04

MUB

ISHARES TR

7.67%

Shares24.2K

Event2026-03-31

Filed2026-05-04

ALTRIA GROUP INC

59.30%

Shares38.9K

Event2026-03-31

Filed2026-05-04

CSL

CARLISLE COS INC

-10.45%

Shares7.6K

Event2026-03-31

Filed2026-05-04

BKNG

BOOKING HOLDINGS INC

-15.66%

Shares598

Event2026-03-31

Filed2026-05-04

BBY

BEST BUY INC

49.42%

Shares38.5K

Event2026-03-31

Filed2026-05-04

AMD

ADVANCED MICRO DEVICES INC

-6.67%

Shares12.1K

Event2026-03-31

Filed2026-05-04

AMP

AMERIPRISE FINL INC

-12.85%

Shares5.5K

Event2026-03-31

Filed2026-05-04

AMGN

AMGEN INC

-1.27%

Shares7.0K

Event2026-03-31

Filed2026-05-04

LQD

ISHARES TR

-0.63%

Shares22.4K

Event2026-03-31

Filed2026-05-04

ORCL

ORACLE CORP

-6.38%

Shares16.3K

Event2026-03-31

Filed2026-05-04

ON SEMICONDUCTOR CORP

39.35%

Shares37.9K

Event2026-03-31

Filed2026-05-04

RTX

RTX CORPORATION

1.55%

Shares12.0K

Event2026-03-31

Filed2026-05-04

ISRG

INTUITIVE SURGICAL INC

3.75%

Shares5.0K

Event2026-03-31

Filed2026-05-04

IBIT

ISHARES BITCOIN TRUST ETF

-73.94%

Shares59.3K

Event2026-03-31

Filed2026-05-04

YUM

YUM BRANDS INC

33.80%

Shares14.4K

Event2026-03-31

Filed2026-05-04

CRWD

CROWDSTRIKE HLDGS INC

6.18%

Shares5.7K

Event2026-03-31

Filed2026-05-04

USHY

ISHARES TR

35.54%

Shares60.2K

Event2026-03-31

Filed2026-05-04

PFF

ISHARES TR

-2.79%

Shares73.0K

Event2026-03-31

Filed2026-05-04

AT&T INC

14.74%

Shares76.2K

Event2026-03-31

Filed2026-05-04

WASTE MGMT INC DEL

-3.62%

Shares9.6K

Event2026-03-31

Filed2026-05-04

MELI

MERCADOLIBRE INC

13.33%

Shares1.3K

Event2026-03-31

Filed2026-05-04

WCBR

WISDOMTREE TR

-12.31%

Shares86.7K

Event2026-03-31

Filed2026-05-04

INCY

INCYTE CORP

718.46%

Shares22.9K

Event2026-03-31

Filed2026-05-04

CEG

CONSTELLATION ENERGY CORP

43.41%

Shares7.7K

Event2026-03-31

Filed2026-05-04

HAS

HASBRO INC

New

Shares22.7K

Event2026-03-31

Filed2026-05-04

EATON CORP PLC

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-04

GNMA

ISHARES TR

-4.53%

Shares47.6K

Event2026-03-31

Filed2026-05-04

ADSK

AUTODESK INC

16.72%

Shares8.7K

Event2026-03-31

Filed2026-05-04

IXUS

ISHARES TR

0.00%

Shares23.8K

Event2026-03-31

Filed2026-05-04

PYPL

PAYPAL HLDGS INC

70.86%

Shares44.9K

Event2026-03-31

Filed2026-05-04

IEMG

ISHARES INC

-13.99%

Shares29.0K

Event2026-03-31

Filed2026-05-04

BOEING CO

15.51%

Shares10.2K

Event2026-03-31

Filed2026-05-04

GENERAL DYNAMICS CORP

6.22%

Shares5.7K

Event2026-03-31

Filed2026-05-04

VSS

VANGUARD INTL EQUITY INDEX F

-0.16%

Shares13.5K

Event2026-03-31

Filed2026-05-04

TIP

ISHARES TR

-3.61%

Shares17.6K

Event2026-03-31

Filed2026-05-04

SHOP

SHOPIFY INC

-2.65%

Shares16.2K

Event2026-03-31

Filed2026-05-04

ABNB

AIRBNB INC

63.63%

Shares15.1K

Event2026-03-31

Filed2026-05-04

IVE

ISHARES TR

1.40%

Shares8.9K

Event2026-03-31

Filed2026-05-04

DPZ

DOMINOS PIZZA INC

29.85%

Shares5.2K

Event2026-03-31

Filed2026-05-04

MEDTRONIC PLC

40.25%

Shares21.5K

Event2026-03-31

Filed2026-05-04

IDXX

IDEXX LABS INC

13.46%

Shares3.3K

Event2026-03-31

Filed2026-05-04

CORPAY INC

78.02%

Shares6.4K

Event2026-03-31

Filed2026-05-04

NEE

NEXTERA ENERGY INC

5.78%

Shares19.5K

Event2026-03-31

Filed2026-05-04

SGOV

ISHARES TR

0.78%

Shares18.0K

Event2026-03-31

Filed2026-05-04

FOXA

FOX CORP

20.57%

Shares30.7K

Event2026-03-31

Filed2026-05-04

FICO

FAIR ISAAC CORP

9.63%

Shares1.7K

Event2026-03-31

Filed2026-05-04

COP

CONOCOPHILLIPS

-4.93%

Shares13.4K

Event2026-03-31

Filed2026-05-04

SYK

STRYKER CORPORATION

1.77%

Shares5.2K

Event2026-03-31

Filed2026-05-04

SPTM

SPDR SERIES TRUST

-0.32%

Shares21.5K

Event2026-03-31

Filed2026-05-04

ODFL

OLD DOMINION FREIGHT LINE IN

-22.12%

Shares8.6K

Event2026-03-31

Filed2026-05-04

INTU

INTUIT

6.54%

Shares3.8K

Event2026-03-31

Filed2026-05-04

MGV

VANGUARD WORLD FD

-1.38%

Shares11.3K

Event2026-03-31

Filed2026-05-04

IWB

ISHARES TR

-5.30%

Shares4.6K

Event2026-03-31

Filed2026-05-04

MTD

METTLER TOLEDO INTERNATIONAL

35.57%

Shares1.3K

Event2026-03-31

Filed2026-05-04

MPC

MARATHON PETE CORP

-10.84%

Shares6.6K

Event2026-03-31

Filed2026-05-04

WCN

WASTE CONNECTIONS INC

-8.67%

Shares9.9K

Event2026-03-31

Filed2026-05-04

TXN

TEXAS INSTRS INC

5.42%

Shares8.3K

Event2026-03-31

Filed2026-05-04

PPG

PPG INDS INC

5.42%

Shares14.9K

Event2026-03-31

Filed2026-05-04

LOW

LOWES COS INC

4.58%

Shares6.6K

Event2026-03-31

Filed2026-05-04

IJH

ISHARES TR

-2.34%

Shares23.1K

Event2026-03-31

Filed2026-05-04

UPS

UNITED PARCEL SVCS INC

123.56%

Shares15.6K

Event2026-03-31

Filed2026-05-04

CHUBB LTD SWITZ

-4.92%

Shares4.7K

Event2026-03-31

Filed2026-05-04

CNM

CORE & MAIN INC

-10.44%

Shares30.7K

Event2026-03-31

Filed2026-05-04

PFE

PFIZER INC

0.77%

Shares53.7K

Event2026-03-31

Filed2026-05-04

IJR

ISHARES TR

5.17%

Shares11.9K

Event2026-03-31

Filed2026-05-04

JQUA

J P MORGAN EXCHANGE TRADED F

-77.47%

Shares24.1K

Event2026-03-31

Filed2026-05-04

MGK

VANGUARD WORLD FD

-0.84%

Shares4.0K

Event2026-03-31

Filed2026-05-04

MORGAN STANLEY

-11.31%

Shares8.8K

Event2026-03-31

Filed2026-05-04

KDEC

INNOVATOR ETFS TRUST

-8.27%

Shares56.0K

Event2026-03-31

Filed2026-05-04

VRTX

VERTEX PHARMACEUTICALS INC

0.09%

Shares3.2K

Event2026-03-31

Filed2026-05-04

MNST

MONSTER BEVERAGE CORP NEW

1.57%

Shares19.7K

Event2026-03-31

Filed2026-05-04

SOUTHERN CO

20.24%

Shares14.7K

Event2026-03-31

Filed2026-05-04

CRM

SALESFORCE INC

2.25%

Shares7.6K

Event2026-03-31

Filed2026-05-04

TRV

TRAVELERS COMPANIES INC

0.06%

Shares4.8K

Event2026-03-31

Filed2026-05-04

SLV

ISHARES SILVER TR

-23.26%

Shares20.4K

Event2026-03-31

Filed2026-05-04

NOC

NORTHROP GRUMMAN CORP

-0.80%

Shares2.0K

Event2026-03-31

Filed2026-05-04

COCA COLA CO

21.38%

Shares17.8K

Event2026-03-31

Filed2026-05-04

VTV

VANGUARD INDEX FDS

-40.69%

Shares6.9K

Event2026-03-31

Filed2026-05-04

LINDE PLC

136.88%

Shares2.7K

Event2026-03-31

Filed2026-05-04

MDLZ

MONDELEZ INTL INC

-0.18%

Shares23.0K

Event2026-03-31

Filed2026-05-04

GPN

GLOBAL PMTS INC

-0.11%

Shares19.6K

Event2026-03-31

Filed2026-05-04

DTE

DTE ENERGY CO

8.46%

Shares9.0K

Event2026-03-31

Filed2026-05-04

HON

HONEYWELL INTL INC

2.64%

Shares5.8K

Event2026-03-31

Filed2026-05-04

ATO

ATMOS ENERGY CORP

13.32%

Shares7.1K

Event2026-03-31

Filed2026-05-04

UNP

UNION PAC CORP

-3.88%

Shares5.3K

Event2026-03-31

Filed2026-05-04

PFG

PRINCIPAL FINANCIAL GROUP IN

3.07%

Shares14.2K

Event2026-03-31

Filed2026-05-04

XEL

XCEL ENERGY INC

-0.85%

Shares15.9K

Event2026-03-31

Filed2026-05-04

CGGO

CAPITAL GROUP GBL GROWTH EQT

1.56%

Shares37.5K

Event2026-03-31

Filed2026-05-04

AGG

ISHARES TR

7.46%

Shares12.1K

Event2026-03-31

Filed2026-05-04

CSX

CSX CORP

-1.06%

Shares29.2K

Event2026-03-31

Filed2026-05-04

JEPQ

J P MORGAN EXCHANGE TRADED F

2.38%

Shares21.4K

Event2026-03-31

Filed2026-05-04

HSY

HERSHEY CO

235.25%

Shares5.7K

Event2026-03-31

Filed2026-05-04

EEM

ISHARES TR

0.18%

Shares20.9K

Event2026-03-31

Filed2026-05-04

SIGI

SELECTIVE INS GROUP INC

6.58%

Shares15.7K

Event2026-03-31

Filed2026-05-04

TFC

TRUIST FINL CORP

-30.61%

Shares25.4K

Event2026-03-31

Filed2026-05-04

GOLDMAN SACHS GROUP INC

-16.72%

Shares1.4K

Event2026-03-31

Filed2026-05-04

SHW

SHERWIN WILLIAMS CO

-0.54%

Shares3.5K

Event2026-03-31

Filed2026-05-04

IWL

ISHARES TR

-1.26%

Shares7.0K

Event2026-03-31

Filed2026-05-04

VEU

VANGUARD INTL EQUITY INDEX F

2.29%

Shares15.0K

Event2026-03-31

Filed2026-05-04

TYL

TYLER TECHNOLOGIES INC

-15.88%

Shares3.3K

Event2026-03-31

Filed2026-05-04

BMY

BRISTOL-MYERS SQUIBB CO

17.70%

Shares18.2K

Event2026-03-31

Filed2026-05-04

VXUS

VANGUARD STAR FDS

7.02%

Shares14.3K

Event2026-03-31

Filed2026-05-04

BAC

BANK AMERICA CORP

-10.15%

Shares22.6K

Event2026-03-31

Filed2026-05-04

QQEW

FIRST TR EXCHANGE-TRADED FD

New

Shares8.6K

Event2026-03-31

Filed2026-05-04

SKY

CHAMPION HOMES INC

-14.98%

Shares14.5K

Event2026-03-31

Filed2026-05-04

PLD

PROLOGIS INC.

10.28%

Shares8.0K

Event2026-03-31

Filed2026-05-04

BSX

BOSTON SCIENTIFIC CORP

-0.27%

Shares16.8K

Event2026-03-31

Filed2026-05-04

TOTALENERGIES SE

New

Shares11.2K

Event2026-03-31

Filed2026-05-04

INTC

INTEL CORP

-0.17%

Shares23.0K

Event2026-03-31

Filed2026-05-04

ADBE

ADOBE INC

-34.52%

Shares4.2K

Event2026-03-31

Filed2026-05-04

WSO

WATSCO INC

10.04%

Shares2.7K

Event2026-03-31

Filed2026-05-04

ASTRAZENECA PLC

New

Shares5.0K

Event2026-03-31

Filed2026-05-04

ROK

ROCKWELL AUTOMATION INC

-1.48%

Shares2.7K

Event2026-03-31

Filed2026-05-04

SRE

SEMPRA

4.87%

Shares10.0K

Event2026-03-31

Filed2026-05-04

MTB

M & T BK CORP

1.56%

Shares4.7K

Event2026-03-31

Filed2026-05-04

SPGI

S&P GLOBAL INC

-7.29%

Shares2.3K

Event2026-03-31

Filed2026-05-04

GEV

GE VERNOVA INC

0.18%

Shares1.1K

Event2026-03-31

Filed2026-05-04

CMI

CUMMINS INC

-4.84%

Shares1.8K

Event2026-03-31

Filed2026-05-04

AVB

AVALONBAY CMNTYS INC

-0.80%

Shares5.7K

Event2026-03-31

Filed2026-05-04

DIS

DISNEY WALT CO

5.37%

Shares9.6K

Event2026-03-31

Filed2026-05-04

APD

AIR PRODUCTS AND CHEMICALS I

-32.43%

Shares3.1K

Event2026-03-31

Filed2026-05-04

SMH

VANECK ETF TRUST

75.24%

Shares2.3K

Event2026-03-31

Filed2026-05-04

CGGR

CAPITAL GROUP GROWTH ETF

91.65%

Shares22.0K

Event2026-03-31

Filed2026-05-04

DUKE ENERGY CORP NEW

11.62%

Shares6.7K

Event2026-03-31

Filed2026-05-04

VANGUARD INTL EQUITY INDEX F

6.17%

Shares6.4K

Event2026-03-31

Filed2026-05-04

USB

US BANCORP

-7.19%

Shares16.6K

Event2026-03-31

Filed2026-05-04

XYLD

GLOBAL X FDS

0.00%

Shares21.9K

Event2026-03-31

Filed2026-05-04

GSST

GOLDMAN SACHS ETF TR

-64.05%

Shares16.3K

Event2026-03-31

Filed2026-05-04

JAVA

J P MORGAN EXCHANGE TRADED F

94.77%

Shares11.5K

Event2026-03-31

Filed2026-05-04

QLD

PROSHARES TR

New

Shares13.5K

Event2026-03-31

Filed2026-05-04

PSA

PUBLIC STORAGE OPER CO

-0.39%

Shares3.0K

Event2026-03-31

Filed2026-05-04

IWM

ISHARES TR

2.08%

Shares3.2K

Event2026-03-31

Filed2026-05-04

OCGN

OCUGEN INC

95.87%

Shares438.9K

Event2026-03-31

Filed2026-05-04

GE AEROSPACE

-7.63%

Shares2.8K

Event2026-03-31

Filed2026-05-04

PAA

PLAINS ALL AMERN PIPELINE L

61.96%

Shares35.3K

Event2026-03-31

Filed2026-05-04

KROGER CO

14.84%

Shares10.9K

Event2026-03-31

Filed2026-05-04

QUAL

ISHARES TR

21.69%

Shares4.1K

Event2026-03-31

Filed2026-05-04

CONSOLIDATED EDISON INC

3.63%

Shares6.8K

Event2026-03-31

Filed2026-05-04

APP

APPLOVIN CORP

87.49%

Shares1.9K

Event2026-03-31

Filed2026-05-04

BUFQ

FIRST TR EXCHNG TRADED FD VI

New

Shares21.8K

Event2026-03-31

Filed2026-05-04

NOW

SERVICENOW INC

-54.15%

Shares7.3K

Event2026-03-31

Filed2026-05-04

CENCORA INC

12.33%

Shares2.4K

Event2026-03-31

Filed2026-05-04

BTI

BRITISH AMERN TOB PLC

New

Shares13.0K

Event2026-03-31

Filed2026-05-04

TGT

TARGET CORP

-0.65%

Shares6.2K

Event2026-03-31

Filed2026-05-04

STANLEY BLACK & DECKER INC

14.42%

Shares10.6K

Event2026-03-31

Filed2026-05-04

DYNATRACE INC

0.01%

Shares20.2K

Event2026-03-31

Filed2026-05-04

CTVA

CORTEVA INC

115.81%

Shares8.9K

Event2026-03-31

Filed2026-05-04

SCI

SERVICE CORP INTL

-0.45%

Shares8.9K

Event2026-03-31

Filed2026-05-04

BND

VANGUARD BD INDEX FDS

-9.82%

Shares9.9K

Event2026-03-31

Filed2026-05-04

WMB

WILLIAMS COS INC

-10.18%

Shares10.0K

Event2026-03-31

Filed2026-05-04

SUB

ISHARES TR

-18.63%

Shares6.8K

Event2026-03-31

Filed2026-05-04

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-05-04

JGRO

J P MORGAN EXCHANGE TRADED F

91.50%

Shares8.5K

Event2026-03-31

Filed2026-05-04

BLACKSTONE INC

-23.61%

Shares6.2K

Event2026-03-31

Filed2026-05-04

AEE

AMEREN CORP

0.88%

Shares6.3K

Event2026-03-31

Filed2026-05-04

UBER

UBER TECHNOLOGIES INC

-20.11%

Shares9.6K

Event2026-03-31

Filed2026-05-04

REGN

REGENERON PHARMACEUTICALS

102.05%

Shares889

Event2026-03-31

Filed2026-05-04

SCZ

ISHARES TR

-7.99%

Shares8.7K

Event2026-03-31

Filed2026-05-04

AEP

AMERICAN ELEC PWR CO INC

19.50%

Shares5.0K

Event2026-03-31

Filed2026-05-04

SCHA

SCHWAB STRATEGIC TR

-3.60%

Shares22.5K

Event2026-03-31

Filed2026-05-04

DVY

ISHARES TR

3.30%

Shares4.3K

Event2026-03-31

Filed2026-05-04

IEFA

ISHARES TR

-23.45%

Shares7.2K

Event2026-03-31

Filed2026-05-04

REGIONS FINANCIAL CORP NEW

New

Shares24.9K

Event2026-03-31

Filed2026-05-04

SPYG

SPDR SERIES TRUST

-7.28%

Shares6.5K

Event2026-03-31

Filed2026-05-04

LYB

LYONDELLBASELL INDUSTRIES NV

New

Shares7.9K

Event2026-03-31

Filed2026-05-04

CACI

CACI INTL INC

-21.29%

Shares1.2K

Event2026-03-31

Filed2026-05-04

APOLLO GLOBAL MGMT INC

4.33%

Shares5.7K

Event2026-03-31

Filed2026-05-04

SPG

SIMON PPTY GROUP INC NEW

52.93%

Shares3.3K

Event2026-03-31

Filed2026-05-04

BURL

BURLINGTON STORES INC

5.46%

Shares1.9K

Event2026-03-31

Filed2026-05-04

TSCO

TRACTOR SUPPLY CO

3.66%

Shares13.2K

Event2026-03-31

Filed2026-05-04

VTEB

VANGUARD MUN BD FDS

21.45%

Shares11.9K

Event2026-03-31

Filed2026-05-04

MKL

MARKEL GROUP INC

-27.29%

Shares309

Event2026-03-31

Filed2026-05-04

SBUX

STARBUCKS CORP

-9.48%

Shares6.4K

Event2026-03-31

Filed2026-05-04

FBTC

FIDELITY WISE ORIGIN BITCOIN

7.47%

Shares9.6K

Event2026-03-31

Filed2026-05-04

PNC

PNC FINL SVCS GROUP INC

42.74%

Shares2.7K

Event2026-03-31

Filed2026-05-04

DHR

DANAHER CORP DEL

-15.25%

Shares2.9K

Event2026-03-31

Filed2026-05-04

RACE

FERRARI N V

88.00%

Shares1.6K

Event2026-03-31

Filed2026-05-04

DOW

DOW HLDGS INC

New

Shares13.2K

Event2026-03-31

Filed2026-05-04

GWRE

GUIDEWIRE SOFTWARE INC

-4.08%

Shares3.6K

Event2026-03-31

Filed2026-05-04

CVS

CVS HEALTH CORP

73.04%

Shares7.5K

Event2026-03-31

Filed2026-05-04

VGT

VANGUARD WORLD FD

3.37%

Shares766

Event2026-03-31

Filed2026-05-04

CASY

CASEYS GEN STORES INC

-34.95%

Shares724

Event2026-03-31

Filed2026-05-04

DTM

DT MIDSTREAM INC

9.60%

Shares3.9K

Event2026-03-31

Filed2026-05-04

RMD

RESMED INC

63.04%

Shares2.3K

Event2026-03-31

Filed2026-05-04

EMR

EMERSON ELEC CO

-3.26%

Shares4.0K

Event2026-03-31

Filed2026-05-04

BOND

PIMCO ETF TR

2.21%

Shares5.6K

Event2026-03-31

Filed2026-05-04

VBK

VANGUARD INDEX FDS

-26.07%

Shares1.7K

Event2026-03-31

Filed2026-05-04

FISERV INC

57.56%

Shares9.2K

Event2026-03-31

Filed2026-05-04

PINNACLE FINL PARTNERS INC

New

Shares5.9K

Event2026-03-31

Filed2026-05-04

TRMB

TRIMBLE INC

-13.81%

Shares7.8K

Event2026-03-31

Filed2026-05-04

AOR

ISHARES TR

New

Shares7.9K

Event2026-03-31

Filed2026-05-04

NCDL

NUVEEN CHURCHILL DIRECT LEND

0.00%

Shares39.6K

Event2026-03-31

Filed2026-05-04

CGUS

CAPITAL GROUP CORE EQUITY ET

0.62%

Shares13.0K

Event2026-03-31

Filed2026-05-04

DGX

QUEST DIAGNOSTICS INC

New

Shares2.5K

Event2026-03-31

Filed2026-05-04

AVY

AVERY DENNISON CORP

-16.33%

Shares2.9K

Event2026-03-31

Filed2026-05-04

SCHW

SCHWAB CHARLES CORP

61.20%

Shares5.3K

Event2026-03-31

Filed2026-05-04

XLI

SELECT SECTOR SPDR TR

-4.49%

Shares3.1K

Event2026-03-31

Filed2026-05-04

FIRSTENERGY CORP

72.27%

Shares9.6K

Event2026-03-31

Filed2026-05-04

AMG

AFFILIATED MANAGERS GROUP

0.64%

Shares1.7K

Event2026-03-31

Filed2026-05-04

WFC

WELLS FARGO & CO

0.23%

Shares6.0K

Event2026-03-31

Filed2026-05-04

IWN

ISHARES TR

-10.10%

Shares2.5K

Event2026-03-31

Filed2026-05-04

JLL

JONES LANG LASALLE INC

3.60%

Shares1.6K

Event2026-03-31

Filed2026-05-04

NVO

NOVO-NORDISK A S

6.70%

Shares12.8K

Event2026-03-31

Filed2026-05-04

AB ACTIVE ETFS INC

New

Shares18.8K

Event2026-03-31

Filed2026-05-04

WRB

BERKLEY W R CORP

-13.91%

Shares7.0K

Event2026-03-31

Filed2026-05-04

SEIC

SEI INVTS CO

-6.35%

Shares5.9K

Event2026-03-31

Filed2026-05-04

VCSH

VANGUARD SCOTTSDALE FDS

-0.33%

Shares5.7K

Event2026-03-31

Filed2026-05-04

PRU

PRUDENTIAL FINL INC

0.95%

Shares4.6K

Event2026-03-31

Filed2026-05-04

IYH

ISHARES TR

16.00%

Shares7.3K

Event2026-03-31

Filed2026-05-04

ISHARES GOLD TR

-91.29%

Shares5.1K

Event2026-03-31

Filed2026-05-04

WEX

WEX INC

1.33%

Shares2.9K

Event2026-03-31

Filed2026-05-04

QLTY

GMO ETF TRUST

-86.16%

Shares12.2K

Event2026-03-31

Filed2026-05-04

SCHY

SCHWAB STRATEGIC TR

New

Shares13.8K

Event2026-03-31

Filed2026-05-04

DGRO

ISHARES TR

39.73%

Shares6.2K

Event2026-03-31

Filed2026-05-04

ADI

ANALOG DEVICES INC

9.55%

Shares1.4K

Event2026-03-31

Filed2026-05-04

SHEL

SHELL PLC

39.73%

Shares4.7K

Event2026-03-31

Filed2026-05-04

XLK

SELECT SECTOR SPDR TR

-14.75%

Shares3.3K

Event2026-03-31

Filed2026-05-04

NYT

NEW YORK TIMES CO MTN BE

0.04%

Shares5.2K

Event2026-03-31

Filed2026-05-04

DEM

WISDOMTREE TR

9.22%

Shares8.7K

Event2026-03-31

Filed2026-05-04

ARMK

ARAMARK

5.29%

Shares10.6K

Event2026-03-31

Filed2026-05-04

GDDY

GODADDY INC

19.92%

Shares5.1K

Event2026-03-31

Filed2026-05-04

SHYG

ISHARES TR

New

Shares9.9K

Event2026-03-31

Filed2026-05-04

APH

AMPHENOL CORP

14.59%

Shares3.3K

Event2026-03-31

Filed2026-05-04

MSI

MOTOROLA SOLUTIONS INC

-5.39%

Shares948

Event2026-03-31

Filed2026-05-04

GLW

CORNING INC

-5.09%

Shares3.0K

Event2026-03-31

Filed2026-05-04

RPM

RPM INTL INC

11.60%

Shares4.1K

Event2026-03-31

Filed2026-05-04

DAL

DELTA AIR LINES INC

99.54%

Shares6.1K

Event2026-03-31

Filed2026-05-04

CDW

CDW CORP

45.34%

Shares3.3K

Event2026-03-31

Filed2026-05-04

LABCORP HOLDINGS INC

72.43%

Shares1.5K

Event2026-03-31

Filed2026-05-04

MMC

MARSH & MCLENNAN COS INC

1.54%

Shares2.3K

Event2026-03-31

Filed2026-05-04

JMST

J P MORGAN EXCHANGE TRADED F

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-04

VGSH

VANGUARD SCOTTSDALE FDS

-36.97%

Shares6.8K

Event2026-03-31

Filed2026-05-04

NKE

NIKE INC

16.19%

Shares7.5K

Event2026-03-31

Filed2026-05-04

TRU

TRANSUNION

42.75%

Shares5.7K

Event2026-03-31

Filed2026-05-04

UHS

UNIVERSAL HLTH SVCS INC

33.52%

Shares2.2K

Event2026-03-31

Filed2026-05-04

ISCG

ISHARES TR

New

Shares7.1K

Event2026-03-31

Filed2026-05-04

SNPS

SYNOPSYS INC

-5.52%

Shares976

Event2026-03-31

Filed2026-05-04

AVUV

AMERICAN CENTY ETF TR

New

Shares3.5K

Event2026-03-31

Filed2026-05-04

THE CIGNA GROUP

34.17%

Shares1.4K

Event2026-03-31

Filed2026-05-04

XLF

SELECT SECTOR SPDR TR

-12.98%

Shares7.7K

Event2026-03-31

Filed2026-05-04

BIIB

BIOGEN INC

47.67%

Shares2.1K

Event2026-03-31

Filed2026-05-04

BINC

BLACKROCK ETF TRUST II

3.59%

Shares7.3K

Event2026-03-31

Filed2026-05-04

CITIGROUP INC

3.32%

Shares3.3K

Event2026-03-31

Filed2026-05-04

KEX

KIRBY CORP

2.85%

Shares2.8K

Event2026-03-31

Filed2026-05-04

IBB

ISHARES TR

-1.34%

Shares2.2K

Event2026-03-31

Filed2026-05-04

TECH

BIO-TECHNE CORP

56.39%

Shares7.1K

Event2026-03-31

Filed2026-05-04

JCI

JOHNSON CONTROLS INTERNATION

0.07%

Shares2.8K

Event2026-03-31

Filed2026-05-04

FAST

FASTENAL CO

3.52%

Shares7.9K

Event2026-03-31

Filed2026-05-04

BARON ETF TR

New

Shares15.8K

Event2026-03-31

Filed2026-05-04

FLLA

FRANKLIN TEMPLETON ETF TR

New

Shares13.0K

Event2026-03-31

Filed2026-05-04

MEDP

MEDPACE HLDGS INC

0.00%

Shares763

Event2026-03-31

Filed2026-05-04

HBAN

HUNTINGTON BANCSHARES INC

New

Shares23.2K

Event2026-03-31

Filed2026-05-04

AEM

AGNICO EAGLE MINES LTD

8.09%

Shares1.8K

Event2026-03-31

Filed2026-05-04

ATR

APTARGROUP INC

-6.99%

Shares2.8K

Event2026-03-31

Filed2026-05-04

SMLF

ISHARES TR

New

Shares4.8K

Event2026-03-31

Filed2026-05-04

HOLX

HOLOGIC INC

-75.01%

Shares4.7K

Event2026-03-31

Filed2026-05-04

IMCB

ISHARES TR

-6.41%

Shares4.3K

Event2026-03-31

Filed2026-05-04

JBHT

HUNT J B TRANS SVCS INC

-9.29%

Shares1.7K

Event2026-03-31

Filed2026-05-04

TMUS

T-MOBILE US INC

1.88%

Shares1.7K

Event2026-03-31

Filed2026-05-04

VBR

VANGUARD INDEX FDS

-42.17%

Shares1.6K

Event2026-03-31

Filed2026-05-04

CMS

CMS ENERGY CORP

19.33%

Shares4.5K

Event2026-03-31

Filed2026-05-04

CHH

CHOICE HOTELS INTL INC

19.13%

Shares3.3K

Event2026-03-31

Filed2026-05-04

VIG

VANGUARD SPECIALIZED FUNDS

1.60%

Shares1.6K

Event2026-03-31

Filed2026-05-04

GBF

ISHARES TR

-12.64%

Shares3.3K

Event2026-03-31

Filed2026-05-04

PRMB

PRIMO BRANDS CORPORATION

0.00%

Shares18.0K

Event2026-03-31

Filed2026-05-04

AGO

ASSURED GUARANTY LTD

2.32%

Shares4.1K

Event2026-03-31

Filed2026-05-04

ITW

ILLINOIS TOOL WKS INC

8.17%

Shares1.3K

Event2026-03-31

Filed2026-05-04

MMM

3M CO

1.49%

Shares2.3K

Event2026-03-31

Filed2026-05-04

KKR & CO INC

5.39%

Shares3.6K

Event2026-03-31

Filed2026-05-04

COF

CAPITAL ONE FINL CORP

-38.30%

Shares1.8K

Event2026-03-31

Filed2026-05-04

AWF

ALLIANCEBERNSTEIN GLOBAL HIG

New

Shares33.0K

Event2026-03-31

Filed2026-05-04

MANH

MANHATTAN ASSOCIATES INC

23.90%

Shares2.5K

Event2026-03-31

Filed2026-05-04

TAP

MOLSON COORS BEVERAGE CO

4.86%

Shares7.7K

Event2026-03-31

Filed2026-05-04

LII

LENNOX INTL INC

-2.32%

Shares715

Event2026-03-31

Filed2026-05-04

FNDX

SCHWAB STRATEGIC TR

9.49%

Shares11.9K

Event2026-03-31

Filed2026-05-04

IJT

ISHARES TR

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-04

WELL

WELLTOWER INC

12.06%

Shares1.7K

Event2026-03-31

Filed2026-05-04

ALGN

ALIGN TECHNOLOGY INC

New

Shares1.9K

Event2026-03-31

Filed2026-05-04

MPWR

MONOLITHIC PWR SYS INC

2.04%

Shares300

Event2026-03-31

Filed2026-05-04

PFXF

VANECK ETF TRUST

-14.19%

Shares18.7K

Event2026-03-31

Filed2026-05-04

VTRS

VIATRIS INC

66.90%

Shares24.0K

Event2026-03-31

Filed2026-05-04

AAA

INVESTMENT MANAGERS SER TR I

0.00%

Shares13.0K

Event2026-03-31

Filed2026-05-04

CHD

CHURCH & DWIGHT CO INC

New

Shares3.4K

Event2026-03-31

Filed2026-05-04

PWR

QUANTA SVCS INC

4.86%

Shares582

Event2026-03-31

Filed2026-05-04

ZTS

ZOETIS INC

37.29%

Shares2.7K

Event2026-03-31

Filed2026-05-04

IEX

IDEX CORP

10.77%

Shares1.7K

Event2026-03-31

Filed2026-05-04

MPLX

MPLX LP

New

Shares5.6K

Event2026-03-31

Filed2026-05-04

ONEQ

FIDELITY COMWLTH TR

New

Shares3.7K

Event2026-03-31

Filed2026-05-04

SOXX

ISHARES TR

-3.04%

Shares957

Event2026-03-31

Filed2026-05-04

FDS

FACTSET RESH SYS INC

-6.79%

Shares1.4K

Event2026-03-31

Filed2026-05-04

BFLY

BUTTERFLY NETWORK INC

0.00%

Shares77.4K

Event2026-03-31

Filed2026-05-04

STZ

CONSTELLATION BRANDS INC

New

Shares2.1K

Event2026-03-31

Filed2026-05-04

TSN

TYSON FOODS INC

-6.66%

Shares4.9K

Event2026-03-31

Filed2026-05-04

CMG

CHIPOTLE MEXICAN GRILL INC

-2.94%

Shares9.7K

Event2026-03-31

Filed2026-05-04

SPYV

SPDR SERIES TRUST

New

Shares5.5K

Event2026-03-31

Filed2026-05-04

JACOBS SOLUTIONS INC

8.87%

Shares2.4K

Event2026-03-31

Filed2026-05-04

BLACKROCK INC

-3.60%

Shares321

Event2026-03-31

Filed2026-05-04

SDY

SPDR SERIES TRUST

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-04

LKQ

LKQ CORP

-11.91%

Shares10.4K

Event2026-03-31

Filed2026-05-04

FTAI AVIATION LTD

-31.32%

Shares1.2K

Event2026-03-31

Filed2026-05-04

MCN

XAI MADISON EQUITY PREMIUM I

4.58%

Shares51.7K

Event2026-03-31

Filed2026-05-04

AGILENT TECHNOLOGIES INC

-3.83%

Shares2.6K

Event2026-03-31

Filed2026-05-04

WSM

WILLIAMS SONOMA INC

-6.54%

Shares1.6K

Event2026-03-31

Filed2026-05-04

ADC

AGREE RLTY CORP

New

Shares4.0K

Event2026-03-31

Filed2026-05-04

VHT

VANGUARD WORLD FD

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-04

PAYX

PAYCHEX INC

-26.19%

Shares3.2K

Event2026-03-31

Filed2026-05-04

AIRR

FIRST TR EXCHANGE TRADED FD

6.16%

Shares2.7K

Event2026-03-31

Filed2026-05-04

JKHY

HENRY JACK & ASSOC INC

11.20%

Shares1.9K

Event2026-03-31

Filed2026-05-04

NDSN

NORDSON CORP

-7.11%

Shares1.1K

Event2026-03-31

Filed2026-05-04

STERIS PLC

60.20%

Shares1.3K

Event2026-03-31

Filed2026-05-04

LHX

L3HARRIS TECHNOLOGIES INC

-5.12%

Shares834

Event2026-03-31

Filed2026-05-04

FIX

COMFORT SYS USA INC

-12.66%

Shares207

Event2026-03-31

Filed2026-05-04

MORN

MORNINGSTAR INC

-6.25%

Shares1.7K

Event2026-03-31

Filed2026-05-04

DLB

DOLBY LABORATORIES INC

-7.68%

Shares4.7K

Event2026-03-31

Filed2026-05-04

EPI

WISDOMTREE TR

9.54%

Shares6.9K

Event2026-03-31

Filed2026-05-04

POOL

POOL CORP

New

Shares1.4K

Event2026-03-31

Filed2026-05-04

NATR

NATURES SUNSHINE PRODS INC

0.00%

Shares11.8K

Event2026-03-31

Filed2026-05-04

EVERSOURCE ENERGY

22.23%

Shares4.1K

Event2026-03-31

Filed2026-05-04

KHC

KRAFT HEINZ CO

New

Shares12.4K

Event2026-03-31

Filed2026-05-04

SCHD

SCHWAB STRATEGIC TR

-13.97%

Shares9.1K

Event2026-03-31

Filed2026-05-04

IWV

ISHARES TR

0.40%

Shares745

Event2026-03-31

Filed2026-05-04

ENSG

ENSIGN GROUP INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-04

CNC

CENTENE CORP DEL

New

Shares8.4K

Event2026-03-31

Filed2026-05-04

ETY

EATON VANCE TAX-MANAGED DIVE

52.69%

Shares19.5K

Event2026-03-31

Filed2026-05-04

PCG

PG&E CORP

7.54%

Shares15.2K

Event2026-03-31

Filed2026-05-04

HYD

VANECK ETF TRUST

27.41%

Shares5.3K

Event2026-03-31

Filed2026-05-04

PSTG

EVERPURE INC

-44.77%

Shares4.5K

Event2026-03-31

Filed2026-05-04

UNILEVER PLC

-5.18%

Shares4.7K

Event2026-03-31

Filed2026-05-04

CRL

CHARLES RIV LABS INTL INC

30.23%

Shares1.5K

Event2026-03-31

Filed2026-05-04

EXC

EXELON CORP

8.76%

Shares5.4K

Event2026-03-31

Filed2026-05-04

ULTA

ULTA BEAUTY INC

-26.46%

Shares503

Event2026-03-31

Filed2026-05-04

PECO

PHILLIPS EDISON & CO INC

-6.45%

Shares7.0K

Event2026-03-31

Filed2026-05-04

CCJ

CAMECO CORP

1.86%

Shares2.4K

Event2026-03-31

Filed2026-05-04

FCX

FREEPORT MCMORAN INC

-2.50%

Shares4.4K

Event2026-03-31

Filed2026-05-04

HROW

HARROW INC

0.00%

Shares7.3K

Event2026-03-31

Filed2026-05-04

ITA

ISHARES TR

-2.16%

Shares1.2K

Event2026-03-31

Filed2026-05-04

FAF

FIRST AMERN FINL CORP

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-04

AFL

AFLAC INC

-5.53%

Shares2.3K

Event2026-03-31

Filed2026-05-04

ZBH

ZIMMER BIOMET HOLDINGS INC

New

Shares2.8K

Event2026-03-31

Filed2026-05-04

SPXX

NUVEEN S&P 500 DYNAMIC OVERW

New

Shares15.6K

Event2026-03-31

Filed2026-05-04

AIT

APPLIED INDL TECHNOLOGIES IN

New

Shares941

Event2026-03-31

Filed2026-05-04

COKE

COCA COLA CONS INC

New

Shares1.3K

Event2026-03-31

Filed2026-05-04

Call Option Holdings

CROWDSTRIKE HLDGS INC Call CallCROWDSTRIKE HLDGS INC1.0K sharesnew addition2026-03-312026-05-04

BEYOND MEAT INC Call CallBEYOND MEAT INC60.0K sharesnew addition2026-03-312026-05-04

CROWDSTRIKE HLDGS INC Call

CROWDSTRIKE HLDGS INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-04

BEYOND MEAT INC Call

BEYOND MEAT INC

New

Shares60.0K

Event2026-03-31

Filed2026-05-04

Put Option Holdings

CHUBB LTD SWITZ Put PutCHUBB LTD SWITZ1.4K shares0.00%2026-03-312026-05-04

TESLA INC Put PutTESLA INC1.2K shares0.00%2026-03-312026-05-04

CHUBB LTD SWITZ Put

CHUBB LTD SWITZ

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-04

TESLA INC Put

TESLA INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-04