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The Analysis of Prosperity Consulting Group, LLC's Holdings & P&L

Currently, Prosperity Consulting Group, LLC holds 519 types of securities in its portfolio with a total value $2.2B. In the most recent quarter, they have increased their positions in QQQM (+96.0K shares, valued at $22.8M), IWY (+91.5K shares, valued at $22.8M), EFA (+117.3K shares, valued at $11.4M); decreased their positions in EPI (-79.5K shares, valued at $3.2M), XLP (-25.8K shares, valued at $2.1M), N/A (-16.1K shares, valued at $1.9M); initiated new positions in N/A (+70.0K shares, valued at $1.0M), XVV (+14.1K shares, valued at $692.5K), ESGD (+5.8K shares, valued at $557.7K).

1M P&L

+45.7M+2.06%

3M P&L

-56.0M-2.41%

HY P&L

+50.2M+2.27%

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/A1.5B

74.7%

2Consumer Electronics70.2M

3.4%

3Semiconductors46.8M

2.3%

Top Industries by Stock Count

1N/A208 stocks

43.3%

2Banks - Regional15 stocks

3.1%

3Utilities - Regulated Electric14 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR442.2K shares2.42%2026-03-312026-05-05

EFA ISHARES TR1.1M shares11.79%2026-03-312026-05-05

JEPI J P MORGAN EXCHANGE TRADED F1.4M shares7.10%2026-03-312026-05-05

INVESCO QQQ TR INVESCO QQQ TR126.0K shares0.57%2026-03-312026-05-05

IWY ISHARES TR292.1K shares45.60%2026-03-312026-05-05

AAPL APPLE INC272.0K shares1.02%2026-03-312026-05-05

MGV VANGUARD WORLD FD373.1K shares0.98%2026-03-312026-05-05

QQQM INVESCO EXCH TRADED FD TR II220.3K shares77.29%2026-03-312026-05-05

Sponsored

QUAL ISHARES TR265.1K shares0.54%2026-03-312026-05-05

ICSH ISHARES TR893.6K shares12.34%2026-03-312026-05-05

EFV ISHARES TR579.5K shares1.96%2026-03-312026-05-05

AGG ISHARES TR374.8K shares-1.62%2026-03-312026-05-05

SPY STATE STR SPDR S&P 500 ETF T54.7K shares2.63%2026-03-312026-05-05

XLK SELECT SECTOR SPDR TR261.4K shares3.03%2026-03-312026-05-05

VO VANGUARD INDEX FDS114.3K shares2.13%2026-03-312026-05-05

BUFR FIRST TR EXCHNG TRADED FD VI912.6K shares6.11%2026-03-312026-05-05

Sponsored

NVDA NVIDIA CORPORATION164.1K shares1.67%2026-03-312026-05-05

MSFT MICROSOFT CORP71.0K shares-4.48%2026-03-312026-05-05

ALPHABET INC ALPHABET INC73.7K shares0.60%2026-03-312026-05-05

AMZN AMAZON COM INC98.3K shares0.15%2026-03-312026-05-05

SCHD SCHWAB STRATEGIC TR650.3K shares-8.52%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL38.9K shares0.26%2026-03-312026-05-05

IVW ISHARES TR153.1K shares-0.24%2026-03-312026-05-05

IWS ISHARES TR113.1K shares1.75%2026-03-312026-05-05

Sponsored

IGIB ISHARES TR306.6K shares-1.84%2026-03-312026-05-05

BROADCOM INC BROADCOM INC51.3K shares2.10%2026-03-312026-05-05

SDY SPDR SERIES TRUST97.4K shares-0.80%2026-03-312026-05-05

XLC SELECT SECTOR SPDR TR121.6K shares-3.52%2026-03-312026-05-05

JPM JPMORGAN CHASE & CO45.6K shares-2.44%2026-03-312026-05-05

ALPHABET INC ALPHABET INC46.2K shares-0.72%2026-03-312026-05-05

COST COSTCO WHOLESALE CORPORATION12.5K shares16.11%2026-03-312026-05-05

XLV SELECT SECTOR SPDR TR78.1K shares-3.27%2026-03-312026-05-05

Sponsored

XLF SELECT SECTOR SPDR TR227.5K shares-5.59%2026-03-312026-05-05

JPST J P MORGAN EXCHANGE TRADED F220.8K shares-13.73%2026-03-312026-05-05

FVD FIRST TR EXCHANGE-TRADED FD229.5K shares-1.96%2026-03-312026-05-05

XLY SELECT SECTOR SPDR TR99.0K shares-6.46%2026-03-312026-05-05

EFG ISHARES TR95.0K shares8.08%2026-03-312026-05-05

IEFA ISHARES TR114.8K shares9.02%2026-03-312026-05-05

IWP ISHARES TR80.7K shares5.67%2026-03-312026-05-05

FMDE FIDELITY COVINGTON TRUST286.5K shares1.01%2026-03-312026-05-05

Sponsored

XOM EXXON MOBIL CORP60.2K shares0.20%2026-03-312026-05-05

PPA INVESCO EXCHANGE TRADED FD T60.3K shares2.92%2026-03-312026-05-05

DGRO ISHARES TR141.4K shares0.54%2026-03-312026-05-05

IWF ISHARES TR23.2K shares23.16%2026-03-312026-05-05

LLY ELI LILLY & CO10.5K shares4.87%2026-03-312026-05-05

IEMG ISHARES INC137.4K shares43.10%2026-03-312026-05-05

MUNI PIMCO ETF TR180.7K shares14.88%2026-03-312026-05-05

VEA VANGUARD TAX-MANAGED FDS144.2K shares-2.37%2026-03-312026-05-05

Sponsored

WMT WALMART INC68.5K shares0.51%2026-03-312026-05-05

V VISA INC27.0K shares-4.31%2026-03-312026-05-05

META META PLATFORMS INC14.1K shares-3.34%2026-03-312026-05-05

DGRW WISDOMTREE TR91.9K shares-5.25%2026-03-312026-05-05

GLD SPDR GOLD TR17.7K shares1.37%2026-03-312026-05-05

FDL FIRST TR EXCHANGE-TRADED FD145.9K shares9.02%2026-03-312026-05-05

AOA ISHARES TR82.6K shares9.44%2026-03-312026-05-05

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T148.7K shares-12.45%2026-03-312026-05-05

Sponsored

VTHR VANGUARD SCOTTSDALE FDS24.3K shares0.00%2026-03-312026-05-05

VIG VANGUARD SPECIALIZED FUNDS32.3K shares-2.14%2026-03-312026-05-05

TSM TAIWAN SEMICONDUCTOR MANUFAC19.7K shares5.38%2026-03-312026-05-05

COWZ PACER FDS TR104.5K shares-2.12%2026-03-312026-05-05

MUB ISHARES TR61.4K shares-0.50%2026-03-312026-05-05

JMST J P MORGAN EXCHANGE TRADED F127.3K shares-6.58%2026-03-312026-05-05

EZU ISHARES INC103.1K shares151.85%2026-03-312026-05-05

EXG EATON VANCE TAX-MANAGED GLOB741.7K shares1.79%2026-03-312026-05-05

Sponsored

DGS WISDOMTREE TR103.5K shares-7.74%2026-03-312026-05-05

HD HOME DEPOT INC18.9K shares-7.87%2026-03-312026-05-05

BSV VANGUARD BD INDEX FDS78.3K shares6.92%2026-03-312026-05-05

XLI SELECT SECTOR SPDR TR37.5K shares-4.09%2026-03-312026-05-05

IWD ISHARES TR27.5K shares45.86%2026-03-312026-05-05

FBND FIDELITY MERRIMACK STR TR128.6K shares10.99%2026-03-312026-05-05

IBM INTERNATIONAL BUSINESS MACHS23.6K shares-6.96%2026-03-312026-05-05

KO COCA COLA CO75.3K shares-3.53%2026-03-312026-05-05

Sponsored

BK BANK NEW YORK MELLON CORP48.2K shares0.82%2026-03-312026-05-05

ABBV ABBVIE INC26.3K shares-1.61%2026-03-312026-05-05

IWR ISHARES TR58.7K shares-2.87%2026-03-312026-05-05

DES WISDOMTREE TR152.8K shares-7.21%2026-03-312026-05-05

MCD MCDONALDS CORP17.4K shares-8.22%2026-03-312026-05-05

IWM ISHARES TR21.8K shares-1.15%2026-03-312026-05-05

OKE ONEOK INC NEW58.7K shares-3.20%2026-03-312026-05-05

AOR ISHARES TR81.5K shares6.68%2026-03-312026-05-05

Sponsored

CSCO CISCO SYS INC66.7K shares-0.61%2026-03-312026-05-05

JNJ JOHNSON & JOHNSON20.5K shares4.29%2026-03-312026-05-05

XLU SELECT SECTOR SPDR TR103.4K shares-1.97%2026-03-312026-05-05

IVE ISHARES TR22.0K shares142.97%2026-03-312026-05-05

VOT VANGUARD INDEX FDS18.0K shares-1.84%2026-03-312026-05-05

TSLA TESLA INC12.3K shares0.47%2026-03-312026-05-05

BILS SPDR SERIES TRUST44.7K shares-18.91%2026-03-312026-05-05

VZ VERIZON COMMUNICATIONS INC86.2K shares-8.97%2026-03-312026-05-05

Sponsored

SNA SNAP ON INC11.7K shares-3.66%2026-03-312026-05-05

BND VANGUARD BD INDEX FDS56.7K shares2.42%2026-03-312026-05-05

VLO VALERO ENERGY CORP16.6K shares-8.00%2026-03-312026-05-05

BAC BANK AMERICA CORP82.9K shares0.60%2026-03-312026-05-05

EWC ISHARES INC72.0K shares152.87%2026-03-312026-05-05

QCOM QUALCOMM INC30.2K shares-2.78%2026-03-312026-05-05

VTV VANGUARD INDEX FDS19.7K shares-6.04%2026-03-312026-05-05

GILD GILEAD SCIENCES INC27.6K shares-5.23%2026-03-312026-05-05

Sponsored

BIL SPDR SERIES TRUST41.9K shares242.90%2026-03-312026-05-05

EWJ ISHARES INC44.1K shares130.70%2026-03-312026-05-05

IDEV ISHARES TR43.7K shares8.29%2026-03-312026-05-05

IJH ISHARES TR54.0K shares-0.27%2026-03-312026-05-05

FPE FIRST TR EXCH TRADED FD III205.0K shares-1.38%2026-03-312026-05-05

BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2026-03-312026-05-05

PM PHILIP MORRIS INTL INC21.5K shares-0.18%2026-03-312026-05-05

VONG VANGUARD SCOTTSDALE FDS32.1K shares-13.26%2026-03-312026-05-05

Sponsored

PG PROCTER & GAMBLE CO24.2K shares-3.73%2026-03-312026-05-05

VTI VANGUARD INDEX FDS10.6K shares-0.82%2026-03-312026-05-05

VTWO VANGUARD SCOTTSDALE FDS33.9K shares1.79%2026-03-312026-05-05

EMLP FIRST TR EXCHANGE-TRADED FD77.7K shares4.16%2026-03-312026-05-05

SHYG ISHARES TR79.7K shares1.65%2026-03-312026-05-05

VANGUARD INDEX FDS VANGUARD INDEX FDS5.6K shares8.66%2026-03-312026-05-05

WM WASTE MGMT INC DEL14.2K shares-2.28%2026-03-312026-05-05

TJX TJX COS INC NEW20.1K shares-3.49%2026-03-312026-05-05

Sponsored

MPC MARATHON PETE CORP13.0K shares-5.36%2026-03-312026-05-05

SOXX ISHARES TR9.6K shares3.28%2026-03-312026-05-05

TXN TEXAS INSTRS INC16.2K shares-8.07%2026-03-312026-05-05

ITOT ISHARES TR22.0K shares6.53%2026-03-312026-05-05

WEC ENERGY GROUP INC WEC ENERGY GROUP INC26.8K shares-4.67%2026-03-312026-05-05

MERCK & CO INC MERCK & CO INC25.6K shares-38.53%2026-03-312026-05-05

MA MASTERCARD INCORPORATED6.1K shares-2.44%2026-03-312026-05-05

SAP SAP SE17.8K shares-4.33%2026-03-312026-05-05

Sponsored

CAT CATERPILLAR INC4.3K shares-0.02%2026-03-312026-05-05

WSO WATSCO INC8.1K shares-5.33%2026-03-312026-05-05

HCA HCA HEALTHCARE INC6.1K shares-3.57%2026-03-312026-05-05

PH PARKER-HANNIFIN CORP3.1K shares-3.52%2026-03-312026-05-05

ACWX ISHARES TR40.9K shares0.76%2026-03-312026-05-05

AXP AMERICAN EXPRESS CO9.2K shares0.24%2026-03-312026-05-05

DAUG FIRST TR EXCHNG TRADED FD VI62.8K shares-0.76%2026-03-312026-05-05

T AT&T INC94.1K shares-0.29%2026-03-312026-05-05

Sponsored

ARES ARES MANAGEMENT CORPORATION24.6K shares-1.19%2026-03-312026-05-05

AVEM AMERICAN CENTY ETF TR33.1K shares-0.93%2026-03-312026-05-05

RSG REPUBLIC SVCS INC12.0K shares-4.05%2026-03-312026-05-05

APD AIR PRODUCTS AND CHEMICALS I8.7K shares0.31%2026-03-312026-05-05

BINC BLACKROCK ETF TRUST II48.5K shares-0.16%2026-03-312026-05-05

CVX CHEVRON CORPORATION12.1K shares-5.97%2026-03-312026-05-05

VOE VANGUARD INDEX FDS13.5K shares-3.56%2026-03-312026-05-05

BTI BRITISH AMERN TOB PLC42.3K shares-5.61%2026-03-312026-05-05

Sponsored

THOMSON REUTERS CORP THOMSON REUTERS CORP27.4K shares469.23%2026-03-312026-05-05

ISCV ISHARES TR34.6K shares-6.88%2026-03-312026-05-05

SLYG SPDR SERIES TRUST24.7K shares-4.30%2026-03-312026-05-05

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II32.5K shares-3.16%2026-03-312026-05-05

ADP AUTOMATIC DATA PROCESSING IN11.5K shares-6.92%2026-03-312026-05-05

NDAQ NASDAQ INC27.4K shares-10.97%2026-03-312026-05-05

CME CME GROUP INC7.8K shares918.41%2026-03-312026-05-05

TMO THERMO FISHER SCIENTIFIC INC4.7K shares-1.51%2026-03-312026-05-05

Sponsored

IWB ISHARES TR6.4K shares100.13%2026-03-312026-05-05

AEP AMERICAN ELEC PWR CO INC16.9K shares2.94%2026-03-312026-05-05

SHEL SHELL PLC23.9K shares-5.05%2026-03-312026-05-05

RFG INVESCO EXCHANGE TRADED FD T40.2K shares-0.55%2026-03-312026-05-05

EWU ISHARES TR47.0K shares168.11%2026-03-312026-05-05

NFLX NETFLIX INC.22.2K shares-8.88%2026-03-312026-05-05

HYG ISHARES TR26.7K shares0.23%2026-03-312026-05-05

RELX RELX PLC62.8K shares-3.13%2026-03-312026-05-05

Sponsored

PEP PEPSICO INC13.4K shares-6.31%2026-03-312026-05-05

CTAS CINTAS CORP12.3K shares-2.79%2026-03-312026-05-05

WMB WILLIAMS COS INC28.0K shares-2.15%2026-03-312026-05-05

SPYM SPDR SERIES TRUST26.4K shares0.22%2026-03-312026-05-05

VUG VANGUARD INDEX FDS4.6K shares1.76%2026-03-312026-05-05

CITIGROUP INC CITIGROUP INC17.7K shares-0.91%2026-03-312026-05-05

DON WISDOMTREE TR38.1K shares-1.54%2026-03-312026-05-05

EIX EDISON INTL26.4K shares4.56%2026-03-312026-05-05

Sponsored

ISRG INTUITIVE SURGICAL INC4.1K shares-6.67%2026-03-312026-05-05

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND9.5K shares-11.51%2026-03-312026-05-05

RTX RTX CORPORATION9.6K shares-1.77%2026-03-312026-05-05

PWV INVESCO EXCHANGE TRADED FD T26.5K shares0.00%2026-03-312026-05-05

SMB VANECK ETF TRUST103.2K shares-11.53%2026-03-312026-05-05

EPP ISHARES INC33.5K shares119.43%2026-03-312026-05-05

UNH UNITEDHEALTH GROUP INC6.5K shares-7.55%2026-03-312026-05-05

BP BP PLC37.1K shares-2.96%2026-03-312026-05-05

Sponsored

O REALTY INCOME CORP28.4K shares-7.79%2026-03-312026-05-05

FTCS FIRST TR EXCHANGE-TRADED FD18.7K shares-4.65%2026-03-312026-05-05

MEDTRONIC PLC MEDTRONIC PLC20.0K shares-9.31%2026-03-312026-05-05

GEV GE VERNOVA INC2.0K shares7.97%2026-03-312026-05-05

CFG CITIZENS FINL GROUP INC28.8K shares5.16%2026-03-312026-05-05

USB US BANCORP32.9K shares3.77%2026-03-312026-05-05

SPGI S&P GLOBAL INC4.0K shares-11.10%2026-03-312026-05-05

ARISTA NETWORKS INC ARISTA NETWORKS INC13.5K shares10.79%2026-03-312026-05-05

Sponsored

CB CHUBB LTD SWITZ5.1K shares8.03%2026-03-312026-05-05

ILCG ISHARES TR17.2K shares-0.44%2026-03-312026-05-05

GS GOLDMAN SACHS GROUP INC1.9K shares-16.59%2026-03-312026-05-05

FTSL FIRST TR EXCHANGE-TRADED FD36.0K shares0.00%2026-03-312026-05-05

AMD ADVANCED MICRO DEVICES INC7.9K shares10.19%2026-03-312026-05-05

VV VANGUARD INDEX FDS5.3K shares0.00%2026-03-312026-05-05

FXH FIRST TR EXCHANGE-TRADED FD14.3K shares-0.78%2026-03-312026-05-05

TMUS T-MOBILE US INC7.4K shares-14.32%2026-03-312026-05-05

Sponsored

MU MICRON TECHNOLOGY INC4.6K shares18.99%2026-03-312026-05-05

CSX CSX CORP37.7K shares-8.60%2026-03-312026-05-05

PLTR PALANTIR TECHNOLOGIES INC10.5K shares33.73%2026-03-312026-05-05

OVBC OHIO VY BANC CORP34.7K shares0.00%2026-03-312026-05-05

EMB ISHARES TR16.1K shares-1.00%2026-03-312026-05-05

SPSB SPDR SERIES TRUST50.0K shares7.74%2026-03-312026-05-05

DDEC FIRST TR EXCHNG TRADED FD VI33.2K shares-0.99%2026-03-312026-05-05

AWK AMERICAN WTR WKS CO INC NEW10.6K shares-19.53%2026-03-312026-05-05

Sponsored

KLAC KLA CORP976 shares2.31%2026-03-312026-05-05

ASML ASML HLDG NV1.1K shares71.09%2026-03-312026-05-05

CINF CINCINNATI FINL CORP9.1K shares0.17%2026-03-312026-05-05

CIBR FIRST TR EXCHANGE-TRADED FD22.6K shares0.86%2026-03-312026-05-05

PFE PFIZER INC50.2K shares-18.97%2026-03-312026-05-05

PYPL PAYPAL HLDGS INC30.9K shares-7.70%2026-03-312026-05-05

DVY ISHARES TR9.2K shares-0.27%2026-03-312026-05-05

F FORD MTR CO121.0K shares4.79%2026-03-312026-05-05

Sponsored

ABT ABBOTT LABORATORIES13.5K shares-1.73%2026-03-312026-05-05

AOM ISHARES TR29.0K shares3.72%2026-03-312026-05-05

EXC EXELON CORP27.5K shares3.90%2026-03-312026-05-05

HDV ISHARES TR9.6K shares0.01%2026-03-312026-05-05

ORCL ORACLE CORP8.9K shares-12.39%2026-03-312026-05-05

BLACKSTONE INC BLACKSTONE INC11.4K shares5.57%2026-03-312026-05-05

MKC MCCORMICK & CO INC25.7K shares-15.83%2026-03-312026-05-05

RDVY FIRST TR EXCHANGE TRADED FD19.0K shares2.45%2026-03-312026-05-05

Sponsored

SO SOUTHERN CO13.3K shares0.21%2026-03-312026-05-05

LINDE PLC LINDE PLC2.6K shares-40.67%2026-03-312026-05-05

GSK PLC GSK PLC22.7K shares1.07%2026-03-312026-05-05

EATON CORP PLC EATON CORP PLC3.5K shares3.95%2026-03-312026-05-05

FXR FIRST TR EXCHANGE-TRADED FD15.3K shares-1.16%2026-03-312026-05-05

FEX FIRST TR EXCHANGE-TRADED ALP10.2K shares-2.80%2026-03-312026-05-05

VTWG VANGUARD SCOTTSDALE FDS5.4K shares-3.88%2026-03-312026-05-05

LMT LOCKHEED MARTIN CORP2.1K shares6.10%2026-03-312026-05-05

Sponsored

CCJ CAMECO CORP11.0K shares1.55%2026-03-312026-05-05

SONY SONY GROUP CORP57.3K shares-8.69%2026-03-312026-05-05

LMBS FIRST TR EXCHANGE-TRADED FD23.7K shares-4.02%2026-03-312026-05-05

COF CAPITAL ONE FINL CORP6.4K shares-6.91%2026-03-312026-05-05

FJUN FIRST TR EXCHNG TRADED FD VI20.6K shares0.00%2026-03-312026-05-05

SLV ISHARES SILVER TR17.0K shares-19.37%2026-03-312026-05-05

MO ALTRIA GROUP INC17.5K shares-25.89%2026-03-312026-05-05

SCCO SOUTHERN COPPER CORP6.7K shares0.52%2026-03-312026-05-05

Sponsored

VBK VANGUARD INDEX FDS3.7K shares0.00%2026-03-312026-05-05

GDX VANECK ETF TRUST12.3K shares13.00%2026-03-312026-05-05

FE FIRSTENERGY CORP21.9K shares0.29%2026-03-312026-05-05

BLACKROCK INC BLACKROCK INC1.2K shares10.88%2026-03-312026-05-05

COP CONOCOPHILLIPS8.4K shares5.04%2026-03-312026-05-05

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.7K shares-16.77%2026-03-312026-05-05

GE AEROSPACE GE AEROSPACE3.8K shares5.36%2026-03-312026-05-05

IUSG ISHARES TR6.9K shares-14.93%2026-03-312026-05-05

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NEE NEXTERA ENERGY INC11.5K shares-17.66%2026-03-312026-05-05

XLP SELECT SECTOR SPDR TR12.9K shares-66.65%2026-03-312026-05-05

CEG CONSTELLATION ENERGY CORP3.8K shares2.24%2026-03-312026-05-05

EEM ISHARES TR18.6K shares22.35%2026-03-312026-05-05

PWR QUANTA SVCS INC1.9K shares-17.70%2026-03-312026-05-05

SCHA SCHWAB STRATEGIC TR36.2K shares-4.17%2026-03-312026-05-05

AMAT APPLIED MATLS INC3.1K shares8.30%2026-03-312026-05-05

DE DEERE & CO1.9K shares-1.69%2026-03-312026-05-05

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DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW8.0K shares-46.76%2026-03-312026-05-05

NATWEST GROUP PLC NATWEST GROUP PLC70.0K sharesnew addition2026-03-312026-05-05

MGK VANGUARD WORLD FD2.8K shares0.00%2026-03-312026-05-05

WFC WELLS FARGO & CO13.1K shares4.56%2026-03-312026-05-05

MS MORGAN STANLEY6.2K shares36.29%2026-03-312026-05-05

MMC MARSH & MCLENNAN COS INC5.8K shares-54.14%2026-03-312026-05-05

PRU PRUDENTIAL FINL INC10.3K shares0.64%2026-03-312026-05-05

HYGW ISHARES TR34.1K shares0.00%2026-03-312026-05-05

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AJG GALLAGHER ARTHUR J & CO4.6K shares-52.03%2026-03-312026-05-05

ORLY OREILLY AUTOMOTIVE INC10.7K shares-3.14%2026-03-312026-05-05

AVDV AMERICAN CENTY ETF TR9.7K shares-1.65%2026-03-312026-05-05

ES EVERSOURCE ENERGY13.8K shares20.40%2026-03-312026-05-05

RF REGIONS FINANCIAL CORP NEW36.4K shares2.04%2026-03-312026-05-05

MAA MID-AMER APT CMNTYS INC7.8K shares-27.06%2026-03-312026-05-05

BOND PIMCO ETF TR10.2K shares4.79%2026-03-312026-05-05

HON HONEYWELL INTL INC4.1K shares15.72%2026-03-312026-05-05

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D DOMINION ENERGY INC15.0K shares8.82%2026-03-312026-05-05

JEPQ J P MORGAN EXCHANGE TRADED F16.7K shares0.00%2026-03-312026-05-05

DTE DTE ENERGY CO6.3K shares1.21%2026-03-312026-05-05

FJUL FIRST TR EXCHNG TRADED FD VI16.8K shares0.00%2026-03-312026-05-05

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.6K shares4.22%2026-03-312026-05-05

KR KROGER CO12.5K shares-54.72%2026-03-312026-05-05

LOW LOWES COS INC3.8K shares-1.73%2026-03-312026-05-05

XLE SELECT SECTOR SPDR TR14.6K shares-1.06%2026-03-312026-05-05

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PEG PUBLIC SVC ENTERPRISE GROUP10.9K shares-26.49%2026-03-312026-05-05

KMB KIMBERLY-CLARK CORP9.0K shares-55.67%2026-03-312026-05-05

XEL XCEL ENERGY INC10.9K shares4.15%2026-03-312026-05-05

TT TRANE TECHNOLOGIES PLC2.1K shares-5.10%2026-03-312026-05-05

HWM HOWMET AEROSPACE INC3.8K shares3.28%2026-03-312026-05-05

VB VANGUARD INDEX FDS3.3K shares0.00%2026-03-312026-05-05

NOW SERVICENOW INC8.2K shares42.49%2026-03-312026-05-05

USMV ISHARES TR9.2K shares0.00%2026-03-312026-05-05

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APH AMPHENOL CORP6.8K shares9.78%2026-03-312026-05-05

FJAN FIRST TR EXCHNG TRADED FD VI16.9K shares-13.95%2026-03-312026-05-05

SHOP SHOPIFY INC7.0K shares2.51%2026-03-312026-05-05

VEU VANGUARD INTL EQUITY INDEX F10.8K shares0.00%2026-03-312026-05-05

ED CONSOLIDATED EDISON INC7.2K shares17.55%2026-03-312026-05-05

PLD PROLOGIS INC.6.1K shares15.47%2026-03-312026-05-05

WELL WELLTOWER INC4.0K shares9.11%2026-03-312026-05-05

SRLN SSGA ACTIVE ETF TR19.7K shares9.56%2026-03-312026-05-05

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TFC TRUIST FINL CORP17.1K shares3.54%2026-03-312026-05-05

SHY ISHARES TR9.4K shares15.26%2026-03-312026-05-05

BUNGE GLOBAL SA BUNGE GLOBAL SA6.0K shares63.47%2026-03-312026-05-05

COPX GLOBAL X FDS9.9K shares41.26%2026-03-312026-05-05

IUSB ISHARES TR16.3K shares5.16%2026-03-312026-05-05

MAR MARRIOTT INTL INC NEW2.3K shares51.29%2026-03-312026-05-05

FTSM FIRST TR EXCHANGE-TRADED FD12.5K shares-20.94%2026-03-312026-05-05

LQDW ISHARES TR30.9K shares0.00%2026-03-312026-05-05

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JMUB J P MORGAN EXCHANGE TRADED F14.6K shares0.00%2026-03-312026-05-05

INTC INTEL CORP16.5K shares-7.95%2026-03-312026-05-05

TAXF AMERICAN CENTY ETF TR14.5K shares0.00%2026-03-312026-05-05

ECL ECOLAB INC2.7K shares5.71%2026-03-312026-05-05

BSX BOSTON SCIENTIFIC CORP11.5K shares-3.55%2026-03-312026-05-05

THE CIGNA GROUP THE CIGNA GROUP2.7K shares5.91%2026-03-312026-05-05

PGR PROGRESSIVE CORP3.6K shares2.08%2026-03-312026-05-05

SYK STRYKER CORPORATION2.2K shares4.59%2026-03-312026-05-05

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PNC PNC FINL SVCS GROUP INC3.4K shares10.10%2026-03-312026-05-05

ET ENERGY TRANSFER L P36.9K shares8.66%2026-03-312026-05-05

AME AMETEK INC3.3K shares0.30%2026-03-312026-05-05

NI NISOURCE INC15.1K shares-32.05%2026-03-312026-05-05

ETR ENTERGY CORP NEW6.3K shares0.96%2026-03-312026-05-05

KMI KINDER MORGAN INC DEL20.9K shares8.07%2026-03-312026-05-05

BIP BROOKFIELD INFRASTRUCTURE PA19.2K shares0.00%2026-03-312026-05-05

XVV ISHARES TR14.1K sharesnew addition2026-03-312026-05-05

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EQIX EQUINIX INC704 shares14.29%2026-03-312026-05-05

VGT VANGUARD WORLD FD988 shares0.00%2026-03-312026-05-05

MCK MCKESSON CORP795 shares0.89%2026-03-312026-05-05

LAM RESEARCH CORP LAM RESEARCH CORP3.2K shares26.93%2026-03-312026-05-05

SCHG SCHWAB STRATEGIC TR23.3K shares0.09%2026-03-312026-05-05

DIS DISNEY WALT CO7.0K shares-21.73%2026-03-312026-05-05

FNF FIDELITY NATL FINL INC14.5K shares-0.50%2026-03-312026-05-05

PAYX PAYCHEX INC7.1K shares0.03%2026-03-312026-05-05

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GLDM WORLD GOLD TR7.1K shares-31.30%2026-03-312026-05-05

AMGN AMGEN INC1.8K shares3.14%2026-03-312026-05-05

WPC WP CAREY INC9.5K shares3.35%2026-03-312026-05-05

XMLV INVESCO EXCH TRADED FD TR II10.2K shares0.00%2026-03-312026-05-05

FITB FIFTH THIRD BANCORP13.8K shares20.09%2026-03-312026-05-05

PANW PALO ALTO NETWORKS INC3.9K shares-32.10%2026-03-312026-05-05

VXF VANGUARD INDEX FDS3.1K shares-2.20%2026-03-312026-05-05

LHX L3HARRIS TECHNOLOGIES INC1.8K shares6.23%2026-03-312026-05-05

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PFG PRINCIPAL FINANCIAL GROUP IN6.9K shares1.63%2026-03-312026-05-05

FBT FIRST TR EXCHANGE-TRADED FD3.1K shares7.95%2026-03-312026-05-05

CRM SALESFORCE INC3.3K shares-37.97%2026-03-312026-05-05

EOG EOG RES INC4.2K shares5.94%2026-03-312026-05-05

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.2K shares11.16%2026-03-312026-05-05

ADI ANALOG DEVICES INC1.9K shares23.91%2026-03-312026-05-05

ROBO EXCHANGE TRADED CONCEPTS TRU8.8K shares2.92%2026-03-312026-05-05

UBER UBER TECHNOLOGIES INC8.3K shares-7.29%2026-03-312026-05-05

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IEF ISHARES TR6.3K shares-2.44%2026-03-312026-05-05

MCO MOODYS CORP1.4K shares-0.65%2026-03-312026-05-05

UNM UNUM GROUP8.2K shares1.59%2026-03-312026-05-05

FAUG FIRST TR EXCHNG TRADED FD VI11.4K shares0.93%2026-03-312026-05-05

UPS UNITED PARCEL SVCS INC6.0K shares-11.97%2026-03-312026-05-05

VWO VANGUARD INTL EQUITY INDEX F10.7K shares-5.40%2026-03-312026-05-05

AOK ISHARES TR14.5K shares0.30%2026-03-312026-05-05

NOC NORTHROP GRUMMAN CORP844 shares-16.10%2026-03-312026-05-05

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CMI CUMMINS INC1.1K shares12.05%2026-03-312026-05-05

DYNF BLACKROCK ETF TRUST9.8K shares11.14%2026-03-312026-05-05

DHR DANAHER CORP DEL3.0K shares-0.03%2026-03-312026-05-05

BA BOEING CO2.8K shares32.77%2026-03-312026-05-05

OMC OMNICOM GROUP INC7.5K shares32.06%2026-03-312026-05-05

ESGD ISHARES TR5.8K sharesnew addition2026-03-312026-05-05

TOWN TOWNEBANK PORTSMOUTH VA16.5K shares42.55%2026-03-312026-05-05

DAL DELTA AIR LINES INC8.3K shares150.03%2026-03-312026-05-05

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PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO10.4K shares-28.01%2026-03-312026-05-05

SCHX SCHWAB STRATEGIC TR21.3K shares-0.00%2026-03-312026-05-05

HLT HILTON WORLDWIDE HLDGS INC1.8K sharesnew addition2026-03-312026-05-05

VBR VANGUARD INDEX FDS2.5K shares0.00%2026-03-312026-05-05

PGX INVESCO EXCH TRADED FD TR II48.7K shares-9.56%2026-03-312026-05-05

ASTRAZENECA PLC ASTRAZENECA PLC2.7K sharesnew addition2026-03-312026-05-05

SW SMURFIT WESTROCK PLC13.1K shares14.13%2026-03-312026-05-05

VYM VANGUARD WHITEHALL FDS3.5K shares0.00%2026-03-312026-05-05

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GOVT ISHARES TR22.1K shares3.42%2026-03-312026-05-05

RSPT INVESCO EXCHANGE TRADED FD T11.1K shares0.00%2026-03-312026-05-05

URA GLOBAL X FDS10.3K shares-7.26%2026-03-312026-05-05

RL RALPH LAUREN CORP1.4K shares-0.07%2026-03-312026-05-05

MLM MARTIN MARIETTA MATLS INC821 shares0.24%2026-03-312026-05-05

UNILEVER PLC UNILEVER PLC8.4K shares-75.77%2026-03-312026-05-05

TKO TKO GROUP HOLDINGS INC2.3K shares-1.34%2026-03-312026-05-05

SYY SYSCO CORP6.6K shares-7.10%2026-03-312026-05-05

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HGER HARBOR ETF TRUST15.2K shares-37.98%2026-03-312026-05-05

BMY BRISTOL-MYERS SQUIBB CO7.8K shares-4.80%2026-03-312026-05-05

PCY INVESCO EXCH TRADED FD TR II22.2K shares-11.28%2026-03-312026-05-05

SUB ISHARES TR4.4K shares0.00%2026-03-312026-05-05

OMF ONEMAIN HLDGS INC8.6K shares4.31%2026-03-312026-05-05

CMCSA COMCAST CORP NEW16.0K shares3.59%2026-03-312026-05-05

VMC VULCAN MATLS CO1.7K shares1.16%2026-03-312026-05-05

KEY KEYCORP22.6K shares16.37%2026-03-312026-05-05

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INTU INTUIT1.0K shares8.34%2026-03-312026-05-05

DSEP FIRST TR EXCHNG TRADED FD VI10.1K shares-5.81%2026-03-312026-05-05

NSC NORFOLK SOUTHN CORP1.5K shares-39.68%2026-03-312026-05-05

MDY STATE STR SPDR S&P MIDCAP 40708 shares0.00%2026-03-312026-05-05

NUE NUCOR CORP2.6K shares0.59%2026-03-312026-05-05

UNP UNION PAC CORP1.8K shares3.36%2026-03-312026-05-05

NVS NOVARTIS AG2.8K shares65.19%2026-03-312026-05-05

DIA STATE STR SPDR DOW JONES IND919 shares0.00%2026-03-312026-05-05

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FAPR FIRST TR EXCHNG TRADED FD VI9.4K shares0.00%2026-03-312026-05-05

GIS GENERAL MILLS INC11.3K shares7.35%2026-03-312026-05-05

CAVA CAVA GROUP INC5.1K shares0.00%2026-03-312026-05-05

CELESTICA INC CELESTICA INC1.4K shares9.43%2026-03-312026-05-05

QUS SPDR SERIES TRUST2.3K shares12.51%2026-03-312026-05-05

VT VANGUARD INTL EQUITY INDEX F2.9K shares-11.32%2026-03-312026-05-05

IBIT ISHARES BITCOIN TRUST ETF10.3K shares32.04%2026-03-312026-05-05

BWB BRIDGEWATER BANCSHARES INC22.3K shares0.00%2026-03-312026-05-05

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QCLN FIRST TR EXCHANGE-TRADED FD8.5K shares0.00%2026-03-312026-05-05

IHI ISHARES TR7.4K shares-32.53%2026-03-312026-05-05

SGOV ISHARES TR3.9K shares-9.97%2026-03-312026-05-05

EMR EMERSON ELEC CO3.0K shares-7.51%2026-03-312026-05-05

VXUS VANGUARD STAR FDS4.9K shares-46.61%2026-03-312026-05-05

IDXX IDEXX LABS INC658 shares1.70%2026-03-312026-05-05

ALL ALLSTATE CORP1.8K shares-0.45%2026-03-312026-05-05

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC1.6K shares10.43%2026-03-312026-05-05

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FOCT FIRST TR EXCHNG TRADED FD VI7.5K shares0.00%2026-03-312026-05-05

DJUL FIRST TR EXCHNG TRADED FD VI7.6K shares-0.46%2026-03-312026-05-05

PSX PHILLIPS 661.9K shares6.23%2026-03-312026-05-05

BDX BECTON DICKINSON & CO2.2K shares3.87%2026-03-312026-05-05

ALNY ALNYLAM PHARMACEUTICALS INC1.0K shares0.00%2026-03-312026-05-05

CRWD CROWDSTRIKE HLDGS INC875 shares12.47%2026-03-312026-05-05

BCAT BLACKROCK CAP ALLOCATION TER24.1K shares42.80%2026-03-312026-05-05

PBA PEMBINA PIPELINE CORP7.6K shares0.46%2026-03-312026-05-05

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UFPT UFP TECHNOLOGIES INC1.7K shares0.00%2026-03-312026-05-05

NYF ISHARES TR6.3K shares0.00%2026-03-312026-05-05

FCX FREEPORT MCMORAN INC5.7K shares22.81%2026-03-312026-05-05

SCHW SCHWAB CHARLES CORP3.5K shares-7.42%2026-03-312026-05-05

DJAN FIRST TR EXCHNG TRADED FD VI7.7K shares0.00%2026-03-312026-05-05

ADBE ADOBE INC1.3K shares-44.21%2026-03-312026-05-05

ARCC ARES CAPITAL CORP17.9K shares-4.26%2026-03-312026-05-05

MDLZ MONDELEZ INTL INC5.5K shares-25.19%2026-03-312026-05-05

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ATO ATMOS ENERGY CORP1.7K shares0.23%2026-03-312026-05-05

ISHARES GOLD TR ISHARES GOLD TR3.6K shares-15.18%2026-03-312026-05-05

FANG DIAMONDBACK ENERGY INC1.6K sharesnew addition2026-03-312026-05-05

LAMR LAMAR ADVERTISING CO2.5K shares12.08%2026-03-312026-05-05

FLWS 1 800 FLOWERS COM INC102.0K shares0.00%2026-03-312026-05-05

LNG CHENIERE ENERGY INC1.1K shares0.00%2026-03-312026-05-05

RY ROYAL BK CDA1.9K shares-5.68%2026-03-312026-05-05

EW EDWARDS LIFESCIENCES CORP3.8K shares2.33%2026-03-312026-05-05

Sponsored

IBKR INTERACTIVE BROKERS GROUP IN4.5K sharesnew addition2026-03-312026-05-05

CAG CONAGRA BRANDS INC19.4K sharesnew addition2026-03-312026-05-05

VTR VENTAS INC3.7K shares2.85%2026-03-312026-05-05

MDB MONGODB INC1.2K sharesnew addition2026-03-312026-05-05

TRV TRAVELERS COMPANIES INC1.0K shares-9.76%2026-03-312026-05-05

DT DYNATRACE INC8.2K shares0.09%2026-03-312026-05-05

SPG SIMON PPTY GROUP INC NEW1.6K shares4.81%2026-03-312026-05-05

TGT TARGET CORP2.5K shares3.38%2026-03-312026-05-05

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FFEB FIRST TR EXCHNG TRADED FD VI5.2K shares-7.09%2026-03-312026-05-05

GAPR FIRST TR EXCHNG TRADED FD VI7.2K shares0.00%2026-03-312026-05-05

TOTALENERGIES SE TOTALENERGIES SE3.2K sharesnew addition2026-03-312026-05-05

IWX ISHARES TR3.1K shares0.00%2026-03-312026-05-05

YJUN FIRST TR EXCHNG TRADED FD VI11.1K shares0.00%2026-03-312026-05-05

ENB ENBRIDGE INC5.3K shares-4.30%2026-03-312026-05-05

REGN REGENERON PHARMACEUTICALS360 shares5.88%2026-03-312026-05-05

PTH INVESCO EXCHANGE TRADED FD T5.6K shares-7.23%2026-03-312026-05-05

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CROWN CASTLE INC CROWN CASTLE INC3.4K shares14.75%2026-03-312026-05-05

CL COLGATE PALMOLIVE CO3.2K shares10.45%2026-03-312026-05-05

TDIV FIRST TR EXCHANGE TRADED FD2.9K shares0.00%2026-03-312026-05-05

TER TERADYNE INC918 sharesnew addition2026-03-312026-05-05

WDC WESTERN DIGITAL CORP1.0K sharesnew addition2026-03-312026-05-05

STIP ISHARES TR2.6K shares-63.97%2026-03-312026-05-05

BBDC BARINGS BDC INC32.3K shares-32.56%2026-03-312026-05-05

DLR DIGITAL RLTY TR INC1.5K shares2.57%2026-03-312026-05-05

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ESCA ESCALADE INC15.4K shares-12.40%2026-03-312026-05-05

ORI OLD REP INTL CORP6.6K shares-8.85%2026-03-312026-05-05

MSI MOTOROLA SOLUTIONS INC605 shares9.01%2026-03-312026-05-05

SNY SANOFI SA5.4K shares-81.34%2026-03-312026-05-05

JCI JOHNSON CONTROLS INTERNATION2.0K shares6.91%2026-03-312026-05-05

BALL BALL CORP4.4K sharesnew addition2026-03-312026-05-05

SNDA SONIDA SENIOR LIVING INC8.0K sharesnew addition2026-03-312026-05-05

OEF ISHARES TR808 shares-47.46%2026-03-312026-05-05

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GLW CORNING INC1.9K sharesnew addition2026-03-312026-05-05

XYZ BLOCK INC4.2K shares12.03%2026-03-312026-05-05

BAI BLACKROCK ETF TRUST7.7K sharesnew addition2026-03-312026-05-05

HSBC HSBC HLDGS PLC3.1K sharesnew addition2026-03-312026-05-05

QDEC FIRST TR EXCHNG TRADED FD VI8.0K shares0.00%2026-03-312026-05-05

MTUM ISHARES TR1.0K sharesnew addition2026-03-312026-05-05

TM TOYOTA MOTOR CORP1.2K shares14.35%2026-03-312026-05-05

CTVA CORTEVA INC3.0K sharesnew addition2026-03-312026-05-05

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VRTX VERTEX PHARMACEUTICALS INC558 shares-59.94%2026-03-312026-05-05

GAUG FIRST TR EXCHNG TRADED FD VI6.4K shares-1.73%2026-03-312026-05-05

EQNR EQUINOR ASA5.8K sharesnew addition2026-03-312026-05-05

FSEP FIRST TR EXCHNG TRADED FD VI4.8K shares0.00%2026-03-312026-05-05

SPHQ INVESCO EXCHANGE TRADED FD T3.2K shares0.00%2026-03-312026-05-05

AMT AMERICAN TOWER CORP1.4K shares8.53%2026-03-312026-05-05

IRM IRON MTN INC DEL2.4K sharesnew addition2026-03-312026-05-05

WBD WARNER BROS DISCOVERY INC8.7K shares7.09%2026-03-312026-05-05

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BBY BEST BUY INC3.7K shares11.57%2026-03-312026-05-05

MBB ISHARES TR2.5K shares-5.96%2026-03-312026-05-05

SLB SLB LIMITED4.6K shares-24.52%2026-03-312026-05-05

DOV DOVER CORP1.1K shares3.11%2026-03-312026-05-05

LAZARD INC LAZARD INC5.5K shares-8.86%2026-03-312026-05-05

DOCT FIRST TR EXCHNG TRADED FD VI5.4K shares-0.52%2026-03-312026-05-05

DMAR FIRST TR EXCHNG TRADED FD VI5.5K shares-3.77%2026-03-312026-05-05

WHG WESTWOOD HLDGS GROUP INC14.0K shares-8.10%2026-03-312026-05-05

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ISTB ISHARES TR4.8K sharesnew addition2026-03-312026-05-05

GMAR FIRST TR EXCHNG TRADED FD VI5.5K shares0.00%2026-03-312026-05-05

BHB BAR HBR BANKSHARES7.1K shares-8.13%2026-03-312026-05-05

NKE NIKE INC4.4K shares1.40%2026-03-312026-05-05

MTB M & T BK CORP1.1K shares0.09%2026-03-312026-05-05

VHT VANGUARD WORLD FD833 shares0.00%2026-03-312026-05-05

OBDC BLUE OWL CAPITAL CORPORATION20.3K shares-39.83%2026-03-312026-05-05

NEM NEWMONT CORP2.0K sharesnew addition2026-03-312026-05-05

Sponsored

SCHK SCHWAB STRATEGIC TR7.0K shares0.00%2026-03-312026-05-05

FMAY FIRST TR EXCHNG TRADED FD VI4.2K shares0.00%2026-03-312026-05-05

FTNT FORTINET INC2.7K sharesnew addition2026-03-312026-05-05

KKR & CO INC KKR & CO INC2.4K shares-29.00%2026-03-312026-05-05

GMAY FIRST TR EXCHNG TRADED FD VI5.3K shares0.00%2026-03-312026-05-05

URTH ISHARES INC1.2K sharesnew addition2026-03-312026-05-05

TCAF T ROWE PRICE ETF INC6.1K shares8.06%2026-03-312026-05-05

PBW INVESCO EXCHANGE TRADED FD T6.9K shares0.00%2026-03-312026-05-05

Sponsored

PDBC INVESCO ACTVELY MNGD ETC FD12.5K sharesnew addition2026-03-312026-05-05

SRE SEMPRA2.2K shares-3.14%2026-03-312026-05-05

GSBD GOLDMAN SACHS BDC INC24.3K shares-44.72%2026-03-312026-05-05

THRO BLACKROCK ETF TRUST6.0K sharesnew addition2026-03-312026-05-05

OGE OGE ENERGY CORP4.5K sharesnew addition2026-03-312026-05-05

EPI WISDOMTREE TR5.3K shares-93.78%2026-03-312026-05-05

BKNG BOOKING HOLDINGS INC51 shares6.25%2026-03-312026-05-05

TBLD THORNBURG INCM BUILDER OPP T10.0K shares0.00%2026-03-312026-05-05

Sponsored

MELI MERCADOLIBRE INC122 shares0.00%2026-03-312026-05-05

AN AUTONATION INC1.1K shares0.00%2026-03-312026-05-05

SGC SUPERIOR GROUP OF CO INC20.5K shares-9.87%2026-03-312026-05-05

DMAX ISHARES TR7.8K shares0.00%2026-03-312026-05-05

IVV

ISHARES TR

2.42%

Shares442.2K

Event2026-03-31

Filed2026-05-05

EFA

ISHARES TR

11.79%

Shares1.1M

Event2026-03-31

Filed2026-05-05

JEPI

J P MORGAN EXCHANGE TRADED F

7.10%

Shares1.4M

Event2026-03-31

Filed2026-05-05

INVESCO QQQ TR

0.57%

Shares126.0K

Event2026-03-31

Filed2026-05-05

IWY

ISHARES TR

45.60%

Shares292.1K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

1.02%

Shares272.0K

Event2026-03-31

Filed2026-05-05

MGV

VANGUARD WORLD FD

0.98%

Shares373.1K

Event2026-03-31

Filed2026-05-05

QQQM

INVESCO EXCH TRADED FD TR II

77.29%

Shares220.3K

Event2026-03-31

Filed2026-05-05

QUAL

ISHARES TR

0.54%

Shares265.1K

Event2026-03-31

Filed2026-05-05

ICSH

ISHARES TR

12.34%

Shares893.6K

Event2026-03-31

Filed2026-05-05

EFV

ISHARES TR

1.96%

Shares579.5K

Event2026-03-31

Filed2026-05-05

AGG

ISHARES TR

-1.62%

Shares374.8K

Event2026-03-31

Filed2026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

2.63%

Shares54.7K

Event2026-03-31

Filed2026-05-05

XLK

SELECT SECTOR SPDR TR

3.03%

Shares261.4K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

2.13%

Shares114.3K

Event2026-03-31

Filed2026-05-05

BUFR

FIRST TR EXCHNG TRADED FD VI

6.11%

Shares912.6K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

1.67%

Shares164.1K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

-4.48%

Shares71.0K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

0.60%

Shares73.7K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

0.15%

Shares98.3K

Event2026-03-31

Filed2026-05-05

SCHD

SCHWAB STRATEGIC TR

-8.52%

Shares650.3K

Event2026-03-31

Filed2026-05-05

BERKSHIRE HATHAWAY INC DEL

0.26%

Shares38.9K

Event2026-03-31

Filed2026-05-05

IVW

ISHARES TR

-0.24%

Shares153.1K

Event2026-03-31

Filed2026-05-05

IWS

ISHARES TR

1.75%

Shares113.1K

Event2026-03-31

Filed2026-05-05

IGIB

ISHARES TR

-1.84%

Shares306.6K

Event2026-03-31

Filed2026-05-05

BROADCOM INC

2.10%

Shares51.3K

Event2026-03-31

Filed2026-05-05

SDY

SPDR SERIES TRUST

-0.80%

Shares97.4K

Event2026-03-31

Filed2026-05-05

XLC

SELECT SECTOR SPDR TR

-3.52%

Shares121.6K

Event2026-03-31

Filed2026-05-05

JPM

JPMORGAN CHASE & CO

-2.44%

Shares45.6K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

-0.72%

Shares46.2K

Event2026-03-31

Filed2026-05-05

COST

COSTCO WHOLESALE CORPORATION

16.11%

Shares12.5K

Event2026-03-31

Filed2026-05-05

XLV

SELECT SECTOR SPDR TR

-3.27%

Shares78.1K

Event2026-03-31

Filed2026-05-05

XLF

SELECT SECTOR SPDR TR

-5.59%

Shares227.5K

Event2026-03-31

Filed2026-05-05

JPST

J P MORGAN EXCHANGE TRADED F

-13.73%

Shares220.8K

Event2026-03-31

Filed2026-05-05

FVD

FIRST TR EXCHANGE-TRADED FD

-1.96%

Shares229.5K

Event2026-03-31

Filed2026-05-05

XLY

SELECT SECTOR SPDR TR

-6.46%

Shares99.0K

Event2026-03-31

Filed2026-05-05

EFG

ISHARES TR

8.08%

Shares95.0K

Event2026-03-31

Filed2026-05-05

IEFA

ISHARES TR

9.02%

Shares114.8K

Event2026-03-31

Filed2026-05-05

IWP

ISHARES TR

5.67%

Shares80.7K

Event2026-03-31

Filed2026-05-05

FMDE

FIDELITY COVINGTON TRUST

1.01%

Shares286.5K

Event2026-03-31

Filed2026-05-05

XOM

EXXON MOBIL CORP

0.20%

Shares60.2K

Event2026-03-31

Filed2026-05-05

PPA

INVESCO EXCHANGE TRADED FD T

2.92%

Shares60.3K

Event2026-03-31

Filed2026-05-05

DGRO

ISHARES TR

0.54%

Shares141.4K

Event2026-03-31

Filed2026-05-05

IWF

ISHARES TR

23.16%

Shares23.2K

Event2026-03-31

Filed2026-05-05

LLY

ELI LILLY & CO

4.87%

Shares10.5K

Event2026-03-31

Filed2026-05-05

IEMG

ISHARES INC

43.10%

Shares137.4K

Event2026-03-31

Filed2026-05-05

MUNI

PIMCO ETF TR

14.88%

Shares180.7K

Event2026-03-31

Filed2026-05-05

VEA

VANGUARD TAX-MANAGED FDS

-2.37%

Shares144.2K

Event2026-03-31

Filed2026-05-05

WMT

WALMART INC

0.51%

Shares68.5K

Event2026-03-31

Filed2026-05-05

VISA INC

-4.31%

Shares27.0K

Event2026-03-31

Filed2026-05-05

META

META PLATFORMS INC

-3.34%

Shares14.1K

Event2026-03-31

Filed2026-05-05

DGRW

WISDOMTREE TR

-5.25%

Shares91.9K

Event2026-03-31

Filed2026-05-05

GLD

SPDR GOLD TR

1.37%

Shares17.7K

Event2026-03-31

Filed2026-05-05

FDL

FIRST TR EXCHANGE-TRADED FD

9.02%

Shares145.9K

Event2026-03-31

Filed2026-05-05

AOA

ISHARES TR

9.44%

Shares82.6K

Event2026-03-31

Filed2026-05-05

INVESCO EXCHANGE TRADED FD T

-12.45%

Shares148.7K

Event2026-03-31

Filed2026-05-05

VTHR

VANGUARD SCOTTSDALE FDS

0.00%

Shares24.3K

Event2026-03-31

Filed2026-05-05

VIG

VANGUARD SPECIALIZED FUNDS

-2.14%

Shares32.3K

Event2026-03-31

Filed2026-05-05

TSM

TAIWAN SEMICONDUCTOR MANUFAC

5.38%

Shares19.7K

Event2026-03-31

Filed2026-05-05

COWZ

PACER FDS TR

-2.12%

Shares104.5K

Event2026-03-31

Filed2026-05-05

MUB

ISHARES TR

-0.50%

Shares61.4K

Event2026-03-31

Filed2026-05-05

JMST

J P MORGAN EXCHANGE TRADED F

-6.58%

Shares127.3K

Event2026-03-31

Filed2026-05-05

EZU

ISHARES INC

151.85%

Shares103.1K

Event2026-03-31

Filed2026-05-05

EXG

EATON VANCE TAX-MANAGED GLOB

1.79%

Shares741.7K

Event2026-03-31

Filed2026-05-05

DGS

WISDOMTREE TR

-7.74%

Shares103.5K

Event2026-03-31

Filed2026-05-05

HOME DEPOT INC

-7.87%

Shares18.9K

Event2026-03-31

Filed2026-05-05

BSV

VANGUARD BD INDEX FDS

6.92%

Shares78.3K

Event2026-03-31

Filed2026-05-05

XLI

SELECT SECTOR SPDR TR

-4.09%

Shares37.5K

Event2026-03-31

Filed2026-05-05

IWD

ISHARES TR

45.86%

Shares27.5K

Event2026-03-31

Filed2026-05-05

FBND

FIDELITY MERRIMACK STR TR

10.99%

Shares128.6K

Event2026-03-31

Filed2026-05-05

IBM

INTERNATIONAL BUSINESS MACHS

-6.96%

Shares23.6K

Event2026-03-31

Filed2026-05-05

COCA COLA CO

-3.53%

Shares75.3K

Event2026-03-31

Filed2026-05-05

BANK NEW YORK MELLON CORP

0.82%

Shares48.2K

Event2026-03-31

Filed2026-05-05

ABBV

ABBVIE INC

-1.61%

Shares26.3K

Event2026-03-31

Filed2026-05-05

IWR

ISHARES TR

-2.87%

Shares58.7K

Event2026-03-31

Filed2026-05-05

DES

WISDOMTREE TR

-7.21%

Shares152.8K

Event2026-03-31

Filed2026-05-05

MCD

MCDONALDS CORP

-8.22%

Shares17.4K

Event2026-03-31

Filed2026-05-05

IWM

ISHARES TR

-1.15%

Shares21.8K

Event2026-03-31

Filed2026-05-05

OKE

ONEOK INC NEW

-3.20%

Shares58.7K

Event2026-03-31

Filed2026-05-05

AOR

ISHARES TR

6.68%

Shares81.5K

Event2026-03-31

Filed2026-05-05

CSCO

CISCO SYS INC

-0.61%

Shares66.7K

Event2026-03-31

Filed2026-05-05

JNJ

JOHNSON & JOHNSON

4.29%

Shares20.5K

Event2026-03-31

Filed2026-05-05

XLU

SELECT SECTOR SPDR TR

-1.97%

Shares103.4K

Event2026-03-31

Filed2026-05-05

IVE

ISHARES TR

142.97%

Shares22.0K

Event2026-03-31

Filed2026-05-05

VOT

VANGUARD INDEX FDS

-1.84%

Shares18.0K

Event2026-03-31

Filed2026-05-05

TSLA

TESLA INC

0.47%

Shares12.3K

Event2026-03-31

Filed2026-05-05

BILS

SPDR SERIES TRUST

-18.91%

Shares44.7K

Event2026-03-31

Filed2026-05-05

VERIZON COMMUNICATIONS INC

-8.97%

Shares86.2K

Event2026-03-31

Filed2026-05-05

SNA

SNAP ON INC

-3.66%

Shares11.7K

Event2026-03-31

Filed2026-05-05

BND

VANGUARD BD INDEX FDS

2.42%

Shares56.7K

Event2026-03-31

Filed2026-05-05

VLO

VALERO ENERGY CORP

-8.00%

Shares16.6K

Event2026-03-31

Filed2026-05-05

BAC

BANK AMERICA CORP

0.60%

Shares82.9K

Event2026-03-31

Filed2026-05-05

EWC

ISHARES INC

152.87%

Shares72.0K

Event2026-03-31

Filed2026-05-05

QCOM

QUALCOMM INC

-2.78%

Shares30.2K

Event2026-03-31

Filed2026-05-05

VTV

VANGUARD INDEX FDS

-6.04%

Shares19.7K

Event2026-03-31

Filed2026-05-05

GILD

GILEAD SCIENCES INC

-5.23%

Shares27.6K

Event2026-03-31

Filed2026-05-05

BIL

SPDR SERIES TRUST

242.90%

Shares41.9K

Event2026-03-31

Filed2026-05-05

EWJ

ISHARES INC

130.70%

Shares44.1K

Event2026-03-31

Filed2026-05-05

IDEV

ISHARES TR

8.29%

Shares43.7K

Event2026-03-31

Filed2026-05-05

IJH

ISHARES TR

-0.27%

Shares54.0K

Event2026-03-31

Filed2026-05-05

FPE

FIRST TR EXCH TRADED FD III

-1.38%

Shares205.0K

Event2026-03-31

Filed2026-05-05

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares5

Event2026-03-31

Filed2026-05-05

PHILIP MORRIS INTL INC

-0.18%

Shares21.5K

Event2026-03-31

Filed2026-05-05

VONG

VANGUARD SCOTTSDALE FDS

-13.26%

Shares32.1K

Event2026-03-31

Filed2026-05-05

PROCTER & GAMBLE CO

-3.73%

Shares24.2K

Event2026-03-31

Filed2026-05-05

VTI

VANGUARD INDEX FDS

-0.82%

Shares10.6K

Event2026-03-31

Filed2026-05-05

VTWO

VANGUARD SCOTTSDALE FDS

1.79%

Shares33.9K

Event2026-03-31

Filed2026-05-05

EMLP

FIRST TR EXCHANGE-TRADED FD

4.16%

Shares77.7K

Event2026-03-31

Filed2026-05-05

SHYG

ISHARES TR

1.65%

Shares79.7K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

8.66%

Shares5.6K

Event2026-03-31

Filed2026-05-05

WASTE MGMT INC DEL

-2.28%

Shares14.2K

Event2026-03-31

Filed2026-05-05

TJX

TJX COS INC NEW

-3.49%

Shares20.1K

Event2026-03-31

Filed2026-05-05

MPC

MARATHON PETE CORP

-5.36%

Shares13.0K

Event2026-03-31

Filed2026-05-05

SOXX

ISHARES TR

3.28%

Shares9.6K

Event2026-03-31

Filed2026-05-05

TXN

TEXAS INSTRS INC

-8.07%

Shares16.2K

Event2026-03-31

Filed2026-05-05

ITOT

ISHARES TR

6.53%

Shares22.0K

Event2026-03-31

Filed2026-05-05

WEC ENERGY GROUP INC

-4.67%

Shares26.8K

Event2026-03-31

Filed2026-05-05

MERCK & CO INC

-38.53%

Shares25.6K

Event2026-03-31

Filed2026-05-05

MASTERCARD INCORPORATED

-2.44%

Shares6.1K

Event2026-03-31

Filed2026-05-05

SAP

SAP SE

-4.33%

Shares17.8K

Event2026-03-31

Filed2026-05-05

CAT

CATERPILLAR INC

-0.02%

Shares4.3K

Event2026-03-31

Filed2026-05-05

WSO

WATSCO INC

-5.33%

Shares8.1K

Event2026-03-31

Filed2026-05-05

HCA

HCA HEALTHCARE INC

-3.57%

Shares6.1K

Event2026-03-31

Filed2026-05-05

PARKER-HANNIFIN CORP

-3.52%

Shares3.1K

Event2026-03-31

Filed2026-05-05

ACWX

ISHARES TR

0.76%

Shares40.9K

Event2026-03-31

Filed2026-05-05

AXP

AMERICAN EXPRESS CO

0.24%

Shares9.2K

Event2026-03-31

Filed2026-05-05

DAUG

FIRST TR EXCHNG TRADED FD VI

-0.76%

Shares62.8K

Event2026-03-31

Filed2026-05-05

AT&T INC

-0.29%

Shares94.1K

Event2026-03-31

Filed2026-05-05

ARES

ARES MANAGEMENT CORPORATION

-1.19%

Shares24.6K

Event2026-03-31

Filed2026-05-05

AVEM

AMERICAN CENTY ETF TR

-0.93%

Shares33.1K

Event2026-03-31

Filed2026-05-05

RSG

REPUBLIC SVCS INC

-4.05%

Shares12.0K

Event2026-03-31

Filed2026-05-05

APD

AIR PRODUCTS AND CHEMICALS I

0.31%

Shares8.7K

Event2026-03-31

Filed2026-05-05

BINC

BLACKROCK ETF TRUST II

-0.16%

Shares48.5K

Event2026-03-31

Filed2026-05-05

CVX

CHEVRON CORPORATION

-5.97%

Shares12.1K

Event2026-03-31

Filed2026-05-05

VOE

VANGUARD INDEX FDS

-3.56%

Shares13.5K

Event2026-03-31

Filed2026-05-05

BTI

BRITISH AMERN TOB PLC

-5.61%

Shares42.3K

Event2026-03-31

Filed2026-05-05

THOMSON REUTERS CORP

469.23%

Shares27.4K

Event2026-03-31

Filed2026-05-05

ISCV

ISHARES TR

-6.88%

Shares34.6K

Event2026-03-31

Filed2026-05-05

SLYG

SPDR SERIES TRUST

-4.30%

Shares24.7K

Event2026-03-31

Filed2026-05-05

INVESCO EXCH TRADED FD TR II

-3.16%

Shares32.5K

Event2026-03-31

Filed2026-05-05

ADP

AUTOMATIC DATA PROCESSING IN

-6.92%

Shares11.5K

Event2026-03-31

Filed2026-05-05

NDAQ

NASDAQ INC

-10.97%

Shares27.4K

Event2026-03-31

Filed2026-05-05

CME

CME GROUP INC

918.41%

Shares7.8K

Event2026-03-31

Filed2026-05-05

TMO

THERMO FISHER SCIENTIFIC INC

-1.51%

Shares4.7K

Event2026-03-31

Filed2026-05-05

IWB

ISHARES TR

100.13%

Shares6.4K

Event2026-03-31

Filed2026-05-05

AEP

AMERICAN ELEC PWR CO INC

2.94%

Shares16.9K

Event2026-03-31

Filed2026-05-05

SHEL

SHELL PLC

-5.05%

Shares23.9K

Event2026-03-31

Filed2026-05-05

RFG

INVESCO EXCHANGE TRADED FD T

-0.55%

Shares40.2K

Event2026-03-31

Filed2026-05-05

EWU

ISHARES TR

168.11%

Shares47.0K

Event2026-03-31

Filed2026-05-05

NFLX

NETFLIX INC.

-8.88%

Shares22.2K

Event2026-03-31

Filed2026-05-05

HYG

ISHARES TR

0.23%

Shares26.7K

Event2026-03-31

Filed2026-05-05

RELX

RELX PLC

-3.13%

Shares62.8K

Event2026-03-31

Filed2026-05-05

PEP

PEPSICO INC

-6.31%

Shares13.4K

Event2026-03-31

Filed2026-05-05

CTAS

CINTAS CORP

-2.79%

Shares12.3K

Event2026-03-31

Filed2026-05-05

WMB

WILLIAMS COS INC

-2.15%

Shares28.0K

Event2026-03-31

Filed2026-05-05

SPYM

SPDR SERIES TRUST

0.22%

Shares26.4K

Event2026-03-31

Filed2026-05-05

VUG

VANGUARD INDEX FDS

1.76%

Shares4.6K

Event2026-03-31

Filed2026-05-05

CITIGROUP INC

-0.91%

Shares17.7K

Event2026-03-31

Filed2026-05-05

DON

WISDOMTREE TR

-1.54%

Shares38.1K

Event2026-03-31

Filed2026-05-05

EIX

EDISON INTL

4.56%

Shares26.4K

Event2026-03-31

Filed2026-05-05

ISRG

INTUITIVE SURGICAL INC

-6.67%

Shares4.1K

Event2026-03-31

Filed2026-05-05

ACCENTURE PLC IRELAND

-11.51%

Shares9.5K

Event2026-03-31

Filed2026-05-05

RTX

RTX CORPORATION

-1.77%

Shares9.6K

Event2026-03-31

Filed2026-05-05

PWV

INVESCO EXCHANGE TRADED FD T

0.00%

Shares26.5K

Event2026-03-31

Filed2026-05-05

SMB

VANECK ETF TRUST

-11.53%

Shares103.2K

Event2026-03-31

Filed2026-05-05

EPP

ISHARES INC

119.43%

Shares33.5K

Event2026-03-31

Filed2026-05-05

UNH

UNITEDHEALTH GROUP INC

-7.55%

Shares6.5K

Event2026-03-31

Filed2026-05-05

BP PLC

-2.96%

Shares37.1K

Event2026-03-31

Filed2026-05-05

REALTY INCOME CORP

-7.79%

Shares28.4K

Event2026-03-31

Filed2026-05-05

FTCS

FIRST TR EXCHANGE-TRADED FD

-4.65%

Shares18.7K

Event2026-03-31

Filed2026-05-05

MEDTRONIC PLC

-9.31%

Shares20.0K

Event2026-03-31

Filed2026-05-05

GEV

GE VERNOVA INC

7.97%

Shares2.0K

Event2026-03-31

Filed2026-05-05

CFG

CITIZENS FINL GROUP INC

5.16%

Shares28.8K

Event2026-03-31

Filed2026-05-05

USB

US BANCORP

3.77%

Shares32.9K

Event2026-03-31

Filed2026-05-05

SPGI

S&P GLOBAL INC

-11.10%

Shares4.0K

Event2026-03-31

Filed2026-05-05

ARISTA NETWORKS INC

10.79%

Shares13.5K

Event2026-03-31

Filed2026-05-05

CHUBB LTD SWITZ

8.03%

Shares5.1K

Event2026-03-31

Filed2026-05-05

ILCG

ISHARES TR

-0.44%

Shares17.2K

Event2026-03-31

Filed2026-05-05

GOLDMAN SACHS GROUP INC

-16.59%

Shares1.9K

Event2026-03-31

Filed2026-05-05

FTSL

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares36.0K

Event2026-03-31

Filed2026-05-05

AMD

ADVANCED MICRO DEVICES INC

10.19%

Shares7.9K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-05

FXH

FIRST TR EXCHANGE-TRADED FD

-0.78%

Shares14.3K

Event2026-03-31

Filed2026-05-05

TMUS

T-MOBILE US INC

-14.32%

Shares7.4K

Event2026-03-31

Filed2026-05-05

MICRON TECHNOLOGY INC

18.99%

Shares4.6K

Event2026-03-31

Filed2026-05-05

CSX

CSX CORP

-8.60%

Shares37.7K

Event2026-03-31

Filed2026-05-05

PLTR

PALANTIR TECHNOLOGIES INC

33.73%

Shares10.5K

Event2026-03-31

Filed2026-05-05

OVBC

OHIO VY BANC CORP

0.00%

Shares34.7K

Event2026-03-31

Filed2026-05-05

EMB

ISHARES TR

-1.00%

Shares16.1K

Event2026-03-31

Filed2026-05-05

SPSB

SPDR SERIES TRUST

7.74%

Shares50.0K

Event2026-03-31

Filed2026-05-05

DDEC

FIRST TR EXCHNG TRADED FD VI

-0.99%

Shares33.2K

Event2026-03-31

Filed2026-05-05

AWK

AMERICAN WTR WKS CO INC NEW

-19.53%

Shares10.6K

Event2026-03-31

Filed2026-05-05

KLAC

KLA CORP

2.31%

Shares976

Event2026-03-31

Filed2026-05-05

ASML

ASML HLDG NV

71.09%

Shares1.1K

Event2026-03-31

Filed2026-05-05

CINF

CINCINNATI FINL CORP

0.17%

Shares9.1K

Event2026-03-31

Filed2026-05-05

CIBR

FIRST TR EXCHANGE-TRADED FD

0.86%

Shares22.6K

Event2026-03-31

Filed2026-05-05

PFE

PFIZER INC

-18.97%

Shares50.2K

Event2026-03-31

Filed2026-05-05

PYPL

PAYPAL HLDGS INC

-7.70%

Shares30.9K

Event2026-03-31

Filed2026-05-05

DVY

ISHARES TR

-0.27%

Shares9.2K

Event2026-03-31

Filed2026-05-05

FORD MTR CO

4.79%

Shares121.0K

Event2026-03-31

Filed2026-05-05

ABT

ABBOTT LABORATORIES

-1.73%

Shares13.5K

Event2026-03-31

Filed2026-05-05

AOM

ISHARES TR

3.72%

Shares29.0K

Event2026-03-31

Filed2026-05-05

EXC

EXELON CORP

3.90%

Shares27.5K

Event2026-03-31

Filed2026-05-05

HDV

ISHARES TR

0.01%

Shares9.6K

Event2026-03-31

Filed2026-05-05

ORCL

ORACLE CORP

-12.39%

Shares8.9K

Event2026-03-31

Filed2026-05-05

BLACKSTONE INC

5.57%

Shares11.4K

Event2026-03-31

Filed2026-05-05

MKC

MCCORMICK & CO INC

-15.83%

Shares25.7K

Event2026-03-31

Filed2026-05-05

RDVY

FIRST TR EXCHANGE TRADED FD

2.45%

Shares19.0K

Event2026-03-31

Filed2026-05-05

SOUTHERN CO

0.21%

Shares13.3K

Event2026-03-31

Filed2026-05-05

LINDE PLC

-40.67%

Shares2.6K

Event2026-03-31

Filed2026-05-05

GSK PLC

1.07%

Shares22.7K

Event2026-03-31

Filed2026-05-05

EATON CORP PLC

3.95%

Shares3.5K

Event2026-03-31

Filed2026-05-05

FXR

FIRST TR EXCHANGE-TRADED FD

-1.16%

Shares15.3K

Event2026-03-31

Filed2026-05-05

FEX

FIRST TR EXCHANGE-TRADED ALP

-2.80%

Shares10.2K

Event2026-03-31

Filed2026-05-05

VTWG

VANGUARD SCOTTSDALE FDS

-3.88%

Shares5.4K

Event2026-03-31

Filed2026-05-05

LMT

LOCKHEED MARTIN CORP

6.10%

Shares2.1K

Event2026-03-31

Filed2026-05-05

CCJ

CAMECO CORP

1.55%

Shares11.0K

Event2026-03-31

Filed2026-05-05

SONY

SONY GROUP CORP

-8.69%

Shares57.3K

Event2026-03-31

Filed2026-05-05

LMBS

FIRST TR EXCHANGE-TRADED FD

-4.02%

Shares23.7K

Event2026-03-31

Filed2026-05-05

COF

CAPITAL ONE FINL CORP

-6.91%

Shares6.4K

Event2026-03-31

Filed2026-05-05

FJUN

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares20.6K

Event2026-03-31

Filed2026-05-05

SLV

ISHARES SILVER TR

-19.37%

Shares17.0K

Event2026-03-31

Filed2026-05-05

ALTRIA GROUP INC

-25.89%

Shares17.5K

Event2026-03-31

Filed2026-05-05

SCCO

SOUTHERN COPPER CORP

0.52%

Shares6.7K

Event2026-03-31

Filed2026-05-05

VBK

VANGUARD INDEX FDS

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-05

GDX

VANECK ETF TRUST

13.00%

Shares12.3K

Event2026-03-31

Filed2026-05-05

FIRSTENERGY CORP

0.29%

Shares21.9K

Event2026-03-31

Filed2026-05-05

BLACKROCK INC

10.88%

Shares1.2K

Event2026-03-31

Filed2026-05-05

COP

CONOCOPHILLIPS

5.04%

Shares8.4K

Event2026-03-31

Filed2026-05-05

SEAGATE TECHNOLOGY HLDNGS PL

-16.77%

Shares2.7K

Event2026-03-31

Filed2026-05-05

GE AEROSPACE

5.36%

Shares3.8K

Event2026-03-31

Filed2026-05-05

IUSG

ISHARES TR

-14.93%

Shares6.9K

Event2026-03-31

Filed2026-05-05

NEE

NEXTERA ENERGY INC

-17.66%

Shares11.5K

Event2026-03-31

Filed2026-05-05

XLP

SELECT SECTOR SPDR TR

-66.65%

Shares12.9K

Event2026-03-31

Filed2026-05-05

CEG

CONSTELLATION ENERGY CORP

2.24%

Shares3.8K

Event2026-03-31

Filed2026-05-05

EEM

ISHARES TR

22.35%

Shares18.6K

Event2026-03-31

Filed2026-05-05

PWR

QUANTA SVCS INC

-17.70%

Shares1.9K

Event2026-03-31

Filed2026-05-05

SCHA

SCHWAB STRATEGIC TR

-4.17%

Shares36.2K

Event2026-03-31

Filed2026-05-05

AMAT

APPLIED MATLS INC

8.30%

Shares3.1K

Event2026-03-31

Filed2026-05-05

DEERE & CO

-1.69%

Shares1.9K

Event2026-03-31

Filed2026-05-05

DUKE ENERGY CORP NEW

-46.76%

Shares8.0K

Event2026-03-31

Filed2026-05-05

NATWEST GROUP PLC

New

Shares70.0K

Event2026-03-31

Filed2026-05-05

MGK

VANGUARD WORLD FD

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-05

WFC

WELLS FARGO & CO

4.56%

Shares13.1K

Event2026-03-31

Filed2026-05-05

MORGAN STANLEY

36.29%

Shares6.2K

Event2026-03-31

Filed2026-05-05

MMC

MARSH & MCLENNAN COS INC

-54.14%

Shares5.8K

Event2026-03-31

Filed2026-05-05

PRU

PRUDENTIAL FINL INC

0.64%

Shares10.3K

Event2026-03-31

Filed2026-05-05

HYGW

ISHARES TR

0.00%

Shares34.1K

Event2026-03-31

Filed2026-05-05

AJG

GALLAGHER ARTHUR J & CO

-52.03%

Shares4.6K

Event2026-03-31

Filed2026-05-05

ORLY

OREILLY AUTOMOTIVE INC

-3.14%

Shares10.7K

Event2026-03-31

Filed2026-05-05

AVDV

AMERICAN CENTY ETF TR

-1.65%

Shares9.7K

Event2026-03-31

Filed2026-05-05

EVERSOURCE ENERGY

20.40%

Shares13.8K

Event2026-03-31

Filed2026-05-05

REGIONS FINANCIAL CORP NEW

2.04%

Shares36.4K

Event2026-03-31

Filed2026-05-05

MAA

MID-AMER APT CMNTYS INC

-27.06%

Shares7.8K

Event2026-03-31

Filed2026-05-05

BOND

PIMCO ETF TR

4.79%

Shares10.2K

Event2026-03-31

Filed2026-05-05

HON

HONEYWELL INTL INC

15.72%

Shares4.1K

Event2026-03-31

Filed2026-05-05

DOMINION ENERGY INC

8.82%

Shares15.0K

Event2026-03-31

Filed2026-05-05

JEPQ

J P MORGAN EXCHANGE TRADED F

0.00%

Shares16.7K

Event2026-03-31

Filed2026-05-05

DTE

DTE ENERGY CO

1.21%

Shares6.3K

Event2026-03-31

Filed2026-05-05

FJUL

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares16.8K

Event2026-03-31

Filed2026-05-05

GENERAL DYNAMICS CORP

4.22%

Shares2.6K

Event2026-03-31

Filed2026-05-05

KROGER CO

-54.72%

Shares12.5K

Event2026-03-31

Filed2026-05-05

LOW

LOWES COS INC

-1.73%

Shares3.8K

Event2026-03-31

Filed2026-05-05

XLE

SELECT SECTOR SPDR TR

-1.06%

Shares14.6K

Event2026-03-31

Filed2026-05-05

PEG

PUBLIC SVC ENTERPRISE GROUP

-26.49%

Shares10.9K

Event2026-03-31

Filed2026-05-05

KMB

KIMBERLY-CLARK CORP

-55.67%

Shares9.0K

Event2026-03-31

Filed2026-05-05

XEL

XCEL ENERGY INC

4.15%

Shares10.9K

Event2026-03-31

Filed2026-05-05

TRANE TECHNOLOGIES PLC

-5.10%

Shares2.1K

Event2026-03-31

Filed2026-05-05

HWM

HOWMET AEROSPACE INC

3.28%

Shares3.8K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-05

NOW

SERVICENOW INC

42.49%

Shares8.2K

Event2026-03-31

Filed2026-05-05

USMV

ISHARES TR

0.00%

Shares9.2K

Event2026-03-31

Filed2026-05-05

APH

AMPHENOL CORP

9.78%

Shares6.8K

Event2026-03-31

Filed2026-05-05

FJAN

FIRST TR EXCHNG TRADED FD VI

-13.95%

Shares16.9K

Event2026-03-31

Filed2026-05-05

SHOP

SHOPIFY INC

2.51%

Shares7.0K

Event2026-03-31

Filed2026-05-05

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares10.8K

Event2026-03-31

Filed2026-05-05

CONSOLIDATED EDISON INC

17.55%

Shares7.2K

Event2026-03-31

Filed2026-05-05

PLD

PROLOGIS INC.

15.47%

Shares6.1K

Event2026-03-31

Filed2026-05-05

WELL

WELLTOWER INC

9.11%

Shares4.0K

Event2026-03-31

Filed2026-05-05

SRLN

SSGA ACTIVE ETF TR

9.56%

Shares19.7K

Event2026-03-31

Filed2026-05-05

TFC

TRUIST FINL CORP

3.54%

Shares17.1K

Event2026-03-31

Filed2026-05-05

SHY

ISHARES TR

15.26%

Shares9.4K

Event2026-03-31

Filed2026-05-05

BUNGE GLOBAL SA

63.47%

Shares6.0K

Event2026-03-31

Filed2026-05-05

COPX

GLOBAL X FDS

41.26%

Shares9.9K

Event2026-03-31

Filed2026-05-05

IUSB

ISHARES TR

5.16%

Shares16.3K

Event2026-03-31

Filed2026-05-05

MAR

MARRIOTT INTL INC NEW

51.29%

Shares2.3K

Event2026-03-31

Filed2026-05-05

FTSM

FIRST TR EXCHANGE-TRADED FD

-20.94%

Shares12.5K

Event2026-03-31

Filed2026-05-05

LQDW

ISHARES TR

0.00%

Shares30.9K

Event2026-03-31

Filed2026-05-05

JMUB

J P MORGAN EXCHANGE TRADED F

0.00%

Shares14.6K

Event2026-03-31

Filed2026-05-05

INTC

INTEL CORP

-7.95%

Shares16.5K

Event2026-03-31

Filed2026-05-05

TAXF

AMERICAN CENTY ETF TR

0.00%

Shares14.5K

Event2026-03-31

Filed2026-05-05

ECL

ECOLAB INC

5.71%

Shares2.7K

Event2026-03-31

Filed2026-05-05

BSX

BOSTON SCIENTIFIC CORP

-3.55%

Shares11.5K

Event2026-03-31

Filed2026-05-05

THE CIGNA GROUP

5.91%

Shares2.7K

Event2026-03-31

Filed2026-05-05

PGR

PROGRESSIVE CORP

2.08%

Shares3.6K

Event2026-03-31

Filed2026-05-05

SYK

STRYKER CORPORATION

4.59%

Shares2.2K

Event2026-03-31

Filed2026-05-05

PNC

PNC FINL SVCS GROUP INC

10.10%

Shares3.4K

Event2026-03-31

Filed2026-05-05

ENERGY TRANSFER L P

8.66%

Shares36.9K

Event2026-03-31

Filed2026-05-05

AME

AMETEK INC

0.30%

Shares3.3K

Event2026-03-31

Filed2026-05-05

NISOURCE INC

-32.05%

Shares15.1K

Event2026-03-31

Filed2026-05-05

ETR

ENTERGY CORP NEW

0.96%

Shares6.3K

Event2026-03-31

Filed2026-05-05

KMI

KINDER MORGAN INC DEL

8.07%

Shares20.9K

Event2026-03-31

Filed2026-05-05

BIP

BROOKFIELD INFRASTRUCTURE PA

0.00%

Shares19.2K

Event2026-03-31

Filed2026-05-05

XVV

ISHARES TR

New

Shares14.1K

Event2026-03-31

Filed2026-05-05

EQIX

EQUINIX INC

14.29%

Shares704

Event2026-03-31

Filed2026-05-05

VGT

VANGUARD WORLD FD

0.00%

Shares988

Event2026-03-31

Filed2026-05-05

MCK

MCKESSON CORP

0.89%

Shares795

Event2026-03-31

Filed2026-05-05

LAM RESEARCH CORP

26.93%

Shares3.2K

Event2026-03-31

Filed2026-05-05

SCHG

SCHWAB STRATEGIC TR

0.09%

Shares23.3K

Event2026-03-31

Filed2026-05-05

DIS

DISNEY WALT CO

-21.73%

Shares7.0K

Event2026-03-31

Filed2026-05-05

FNF

FIDELITY NATL FINL INC

-0.50%

Shares14.5K

Event2026-03-31

Filed2026-05-05

PAYX

PAYCHEX INC

0.03%

Shares7.1K

Event2026-03-31

Filed2026-05-05

GLDM

WORLD GOLD TR

-31.30%

Shares7.1K

Event2026-03-31

Filed2026-05-05

AMGN

AMGEN INC

3.14%

Shares1.8K

Event2026-03-31

Filed2026-05-05

WPC

WP CAREY INC

3.35%

Shares9.5K

Event2026-03-31

Filed2026-05-05

XMLV

INVESCO EXCH TRADED FD TR II

0.00%

Shares10.2K

Event2026-03-31

Filed2026-05-05

FITB

FIFTH THIRD BANCORP

20.09%

Shares13.8K

Event2026-03-31

Filed2026-05-05

PANW

PALO ALTO NETWORKS INC

-32.10%

Shares3.9K

Event2026-03-31

Filed2026-05-05

VXF

VANGUARD INDEX FDS

-2.20%

Shares3.1K

Event2026-03-31

Filed2026-05-05

LHX

L3HARRIS TECHNOLOGIES INC

6.23%

Shares1.8K

Event2026-03-31

Filed2026-05-05

PFG

PRINCIPAL FINANCIAL GROUP IN

1.63%

Shares6.9K

Event2026-03-31

Filed2026-05-05

FBT

FIRST TR EXCHANGE-TRADED FD

7.95%

Shares3.1K

Event2026-03-31

Filed2026-05-05

CRM

SALESFORCE INC

-37.97%

Shares3.3K

Event2026-03-31

Filed2026-05-05

EOG

EOG RES INC

5.94%

Shares4.2K

Event2026-03-31

Filed2026-05-05

INVESCO EXCHANGE TRADED FD T

11.16%

Shares3.2K

Event2026-03-31

Filed2026-05-05

ADI

ANALOG DEVICES INC

23.91%

Shares1.9K

Event2026-03-31

Filed2026-05-05

ROBO

EXCHANGE TRADED CONCEPTS TRU

2.92%

Shares8.8K

Event2026-03-31

Filed2026-05-05

UBER

UBER TECHNOLOGIES INC

-7.29%

Shares8.3K

Event2026-03-31

Filed2026-05-05

IEF

ISHARES TR

-2.44%

Shares6.3K

Event2026-03-31

Filed2026-05-05

MCO

MOODYS CORP

-0.65%

Shares1.4K

Event2026-03-31

Filed2026-05-05

UNM

UNUM GROUP

1.59%

Shares8.2K

Event2026-03-31

Filed2026-05-05

FAUG

FIRST TR EXCHNG TRADED FD VI

0.93%

Shares11.4K

Event2026-03-31

Filed2026-05-05

UPS

UNITED PARCEL SVCS INC

-11.97%

Shares6.0K

Event2026-03-31

Filed2026-05-05

VWO

VANGUARD INTL EQUITY INDEX F

-5.40%

Shares10.7K

Event2026-03-31

Filed2026-05-05

AOK

ISHARES TR

0.30%

Shares14.5K

Event2026-03-31

Filed2026-05-05

NOC

NORTHROP GRUMMAN CORP

-16.10%

Shares844

Event2026-03-31

Filed2026-05-05

CMI

CUMMINS INC

12.05%

Shares1.1K

Event2026-03-31

Filed2026-05-05

DYNF

BLACKROCK ETF TRUST

11.14%

Shares9.8K

Event2026-03-31

Filed2026-05-05

DHR

DANAHER CORP DEL

-0.03%

Shares3.0K

Event2026-03-31

Filed2026-05-05

BOEING CO

32.77%

Shares2.8K

Event2026-03-31

Filed2026-05-05

OMC

OMNICOM GROUP INC

32.06%

Shares7.5K

Event2026-03-31

Filed2026-05-05

ESGD

ISHARES TR

New

Shares5.8K

Event2026-03-31

Filed2026-05-05

TOWN

TOWNEBANK PORTSMOUTH VA

42.55%

Shares16.5K

Event2026-03-31

Filed2026-05-05

DAL

DELTA AIR LINES INC

150.03%

Shares8.3K

Event2026-03-31

Filed2026-05-05

PROFESIONALLY MANAGED PORTFO

-28.01%

Shares10.4K

Event2026-03-31

Filed2026-05-05

SCHX

SCHWAB STRATEGIC TR

-0.00%

Shares21.3K

Event2026-03-31

Filed2026-05-05

HLT

HILTON WORLDWIDE HLDGS INC

New

Shares1.8K

Event2026-03-31

Filed2026-05-05

VBR

VANGUARD INDEX FDS

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-05

PGX

INVESCO EXCH TRADED FD TR II

-9.56%

Shares48.7K

Event2026-03-31

Filed2026-05-05

ASTRAZENECA PLC

New

Shares2.7K

Event2026-03-31

Filed2026-05-05

SMURFIT WESTROCK PLC

14.13%

Shares13.1K

Event2026-03-31

Filed2026-05-05

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-05

GOVT

ISHARES TR

3.42%

Shares22.1K

Event2026-03-31

Filed2026-05-05

RSPT

INVESCO EXCHANGE TRADED FD T

0.00%

Shares11.1K

Event2026-03-31

Filed2026-05-05

URA

GLOBAL X FDS

-7.26%

Shares10.3K

Event2026-03-31

Filed2026-05-05

RALPH LAUREN CORP

-0.07%

Shares1.4K

Event2026-03-31

Filed2026-05-05

MLM

MARTIN MARIETTA MATLS INC

0.24%

Shares821

Event2026-03-31

Filed2026-05-05

UNILEVER PLC

-75.77%

Shares8.4K

Event2026-03-31

Filed2026-05-05

TKO

TKO GROUP HOLDINGS INC

-1.34%

Shares2.3K

Event2026-03-31

Filed2026-05-05

SYY

SYSCO CORP

-7.10%

Shares6.6K

Event2026-03-31

Filed2026-05-05

HGER

HARBOR ETF TRUST

-37.98%

Shares15.2K

Event2026-03-31

Filed2026-05-05

BMY

BRISTOL-MYERS SQUIBB CO

-4.80%

Shares7.8K

Event2026-03-31

Filed2026-05-05

PCY

INVESCO EXCH TRADED FD TR II

-11.28%

Shares22.2K

Event2026-03-31

Filed2026-05-05

SUB

ISHARES TR

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-05

OMF

ONEMAIN HLDGS INC

4.31%

Shares8.6K

Event2026-03-31

Filed2026-05-05

CMCSA

COMCAST CORP NEW

3.59%

Shares16.0K

Event2026-03-31

Filed2026-05-05

VMC

VULCAN MATLS CO

1.16%

Shares1.7K

Event2026-03-31

Filed2026-05-05

KEY

KEYCORP

16.37%

Shares22.6K

Event2026-03-31

Filed2026-05-05

INTU

INTUIT

8.34%

Shares1.0K

Event2026-03-31

Filed2026-05-05

DSEP

FIRST TR EXCHNG TRADED FD VI

-5.81%

Shares10.1K

Event2026-03-31

Filed2026-05-05

NSC

NORFOLK SOUTHN CORP

-39.68%

Shares1.5K

Event2026-03-31

Filed2026-05-05

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares708

Event2026-03-31

Filed2026-05-05

NUE

NUCOR CORP

0.59%

Shares2.6K

Event2026-03-31

Filed2026-05-05

UNP

UNION PAC CORP

3.36%

Shares1.8K

Event2026-03-31

Filed2026-05-05

NVS

NOVARTIS AG

65.19%

Shares2.8K

Event2026-03-31

Filed2026-05-05

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares919

Event2026-03-31

Filed2026-05-05

FAPR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares9.4K

Event2026-03-31

Filed2026-05-05

GIS

GENERAL MILLS INC

7.35%

Shares11.3K

Event2026-03-31

Filed2026-05-05

CAVA

CAVA GROUP INC

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-05

CELESTICA INC

9.43%

Shares1.4K

Event2026-03-31

Filed2026-05-05

QUS

SPDR SERIES TRUST

12.51%

Shares2.3K

Event2026-03-31

Filed2026-05-05

VANGUARD INTL EQUITY INDEX F

-11.32%

Shares2.9K

Event2026-03-31

Filed2026-05-05

IBIT

ISHARES BITCOIN TRUST ETF

32.04%

Shares10.3K

Event2026-03-31

Filed2026-05-05

BWB

BRIDGEWATER BANCSHARES INC

0.00%

Shares22.3K

Event2026-03-31

Filed2026-05-05

QCLN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares8.5K

Event2026-03-31

Filed2026-05-05

IHI

ISHARES TR

-32.53%

Shares7.4K

Event2026-03-31

Filed2026-05-05

SGOV

ISHARES TR

-9.97%

Shares3.9K

Event2026-03-31

Filed2026-05-05

EMR

EMERSON ELEC CO

-7.51%

Shares3.0K

Event2026-03-31

Filed2026-05-05

VXUS

VANGUARD STAR FDS

-46.61%

Shares4.9K

Event2026-03-31

Filed2026-05-05

IDXX

IDEXX LABS INC

1.70%

Shares658

Event2026-03-31

Filed2026-05-05

ALL

ALLSTATE CORP

-0.45%

Shares1.8K

Event2026-03-31

Filed2026-05-05

FERGUSON ENTERPRISES INC

10.43%

Shares1.6K

Event2026-03-31

Filed2026-05-05

FOCT

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-05

DJUL

FIRST TR EXCHNG TRADED FD VI

-0.46%

Shares7.6K

Event2026-03-31

Filed2026-05-05

PSX

PHILLIPS 66

6.23%

Shares1.9K

Event2026-03-31

Filed2026-05-05

BDX

BECTON DICKINSON & CO

3.87%

Shares2.2K

Event2026-03-31

Filed2026-05-05

ALNY

ALNYLAM PHARMACEUTICALS INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-05

CRWD

CROWDSTRIKE HLDGS INC

12.47%

Shares875

Event2026-03-31

Filed2026-05-05

BCAT

BLACKROCK CAP ALLOCATION TER

42.80%

Shares24.1K

Event2026-03-31

Filed2026-05-05

PBA

PEMBINA PIPELINE CORP

0.46%

Shares7.6K

Event2026-03-31

Filed2026-05-05

UFPT

UFP TECHNOLOGIES INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-05

NYF

ISHARES TR

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-05

FCX

FREEPORT MCMORAN INC

22.81%

Shares5.7K

Event2026-03-31

Filed2026-05-05

SCHW

SCHWAB CHARLES CORP

-7.42%

Shares3.5K

Event2026-03-31

Filed2026-05-05

DJAN

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-05

ADBE

ADOBE INC

-44.21%

Shares1.3K

Event2026-03-31

Filed2026-05-05

ARCC

ARES CAPITAL CORP

-4.26%

Shares17.9K

Event2026-03-31

Filed2026-05-05

MDLZ

MONDELEZ INTL INC

-25.19%

Shares5.5K

Event2026-03-31

Filed2026-05-05

ATO

ATMOS ENERGY CORP

0.23%

Shares1.7K

Event2026-03-31

Filed2026-05-05

ISHARES GOLD TR

-15.18%

Shares3.6K

Event2026-03-31

Filed2026-05-05

FANG

DIAMONDBACK ENERGY INC

New

Shares1.6K

Event2026-03-31

Filed2026-05-05

LAMR

LAMAR ADVERTISING CO

12.08%

Shares2.5K

Event2026-03-31

Filed2026-05-05

FLWS

1 800 FLOWERS COM INC

0.00%

Shares102.0K

Event2026-03-31

Filed2026-05-05

LNG

CHENIERE ENERGY INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-05

ROYAL BK CDA

-5.68%

Shares1.9K

Event2026-03-31

Filed2026-05-05

EDWARDS LIFESCIENCES CORP

2.33%

Shares3.8K

Event2026-03-31

Filed2026-05-05

IBKR

INTERACTIVE BROKERS GROUP IN

New

Shares4.5K

Event2026-03-31

Filed2026-05-05

CAG

CONAGRA BRANDS INC

New

Shares19.4K

Event2026-03-31

Filed2026-05-05

VTR

VENTAS INC

2.85%

Shares3.7K

Event2026-03-31

Filed2026-05-05

MDB

MONGODB INC

New

Shares1.2K

Event2026-03-31

Filed2026-05-05

TRV

TRAVELERS COMPANIES INC

-9.76%

Shares1.0K

Event2026-03-31

Filed2026-05-05

DYNATRACE INC

0.09%

Shares8.2K

Event2026-03-31

Filed2026-05-05

SPG

SIMON PPTY GROUP INC NEW

4.81%

Shares1.6K

Event2026-03-31

Filed2026-05-05

TGT

TARGET CORP

3.38%

Shares2.5K

Event2026-03-31

Filed2026-05-05

FFEB

FIRST TR EXCHNG TRADED FD VI

-7.09%

Shares5.2K

Event2026-03-31

Filed2026-05-05

GAPR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares7.2K

Event2026-03-31

Filed2026-05-05

TOTALENERGIES SE

New

Shares3.2K

Event2026-03-31

Filed2026-05-05

IWX

ISHARES TR

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-05

YJUN

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares11.1K

Event2026-03-31

Filed2026-05-05

ENB

ENBRIDGE INC

-4.30%

Shares5.3K

Event2026-03-31

Filed2026-05-05

REGN

REGENERON PHARMACEUTICALS

5.88%

Shares360

Event2026-03-31

Filed2026-05-05

PTH

INVESCO EXCHANGE TRADED FD T

-7.23%

Shares5.6K

Event2026-03-31

Filed2026-05-05

CROWN CASTLE INC

14.75%

Shares3.4K

Event2026-03-31

Filed2026-05-05

COLGATE PALMOLIVE CO

10.45%

Shares3.2K

Event2026-03-31

Filed2026-05-05

TDIV

FIRST TR EXCHANGE TRADED FD

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-05

TER

TERADYNE INC

New

Shares918

Event2026-03-31

Filed2026-05-05

WDC

WESTERN DIGITAL CORP

New

Shares1.0K

Event2026-03-31

Filed2026-05-05

STIP

ISHARES TR

-63.97%

Shares2.6K

Event2026-03-31

Filed2026-05-05

BBDC

BARINGS BDC INC

-32.56%

Shares32.3K

Event2026-03-31

Filed2026-05-05

DLR

DIGITAL RLTY TR INC

2.57%

Shares1.5K

Event2026-03-31

Filed2026-05-05

ESCA

ESCALADE INC

-12.40%

Shares15.4K

Event2026-03-31

Filed2026-05-05

ORI

OLD REP INTL CORP

-8.85%

Shares6.6K

Event2026-03-31

Filed2026-05-05

MSI

MOTOROLA SOLUTIONS INC

9.01%

Shares605

Event2026-03-31

Filed2026-05-05

SNY

SANOFI SA

-81.34%

Shares5.4K

Event2026-03-31

Filed2026-05-05

JCI

JOHNSON CONTROLS INTERNATION

6.91%

Shares2.0K

Event2026-03-31

Filed2026-05-05

BALL

BALL CORP

New

Shares4.4K

Event2026-03-31

Filed2026-05-05

SNDA

SONIDA SENIOR LIVING INC

New

Shares8.0K

Event2026-03-31

Filed2026-05-05

OEF

ISHARES TR

-47.46%

Shares808

Event2026-03-31

Filed2026-05-05

GLW

CORNING INC

New

Shares1.9K

Event2026-03-31

Filed2026-05-05

XYZ

BLOCK INC

12.03%

Shares4.2K

Event2026-03-31

Filed2026-05-05

BAI

BLACKROCK ETF TRUST

New

Shares7.7K

Event2026-03-31

Filed2026-05-05

HSBC

HSBC HLDGS PLC

New

Shares3.1K

Event2026-03-31

Filed2026-05-05

QDEC

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-05

MTUM

ISHARES TR

New

Shares1.0K

Event2026-03-31

Filed2026-05-05

TOYOTA MOTOR CORP

14.35%

Shares1.2K

Event2026-03-31

Filed2026-05-05

CTVA

CORTEVA INC

New

Shares3.0K

Event2026-03-31

Filed2026-05-05

VRTX

VERTEX PHARMACEUTICALS INC

-59.94%

Shares558

Event2026-03-31

Filed2026-05-05

GAUG

FIRST TR EXCHNG TRADED FD VI

-1.73%

Shares6.4K

Event2026-03-31

Filed2026-05-05

EQNR

EQUINOR ASA

New

Shares5.8K

Event2026-03-31

Filed2026-05-05

FSEP

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-05

SPHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-05

AMT

AMERICAN TOWER CORP

8.53%

Shares1.4K

Event2026-03-31

Filed2026-05-05

IRM

IRON MTN INC DEL

New

Shares2.4K

Event2026-03-31

Filed2026-05-05

WBD

WARNER BROS DISCOVERY INC

7.09%

Shares8.7K

Event2026-03-31

Filed2026-05-05

BBY

BEST BUY INC

11.57%

Shares3.7K

Event2026-03-31

Filed2026-05-05

MBB

ISHARES TR

-5.96%

Shares2.5K

Event2026-03-31

Filed2026-05-05

SLB

SLB LIMITED

-24.52%

Shares4.6K

Event2026-03-31

Filed2026-05-05

DOV

DOVER CORP

3.11%

Shares1.1K

Event2026-03-31

Filed2026-05-05

LAZARD INC

-8.86%

Shares5.5K

Event2026-03-31

Filed2026-05-05

DOCT

FIRST TR EXCHNG TRADED FD VI

-0.52%

Shares5.4K

Event2026-03-31

Filed2026-05-05

DMAR

FIRST TR EXCHNG TRADED FD VI

-3.77%

Shares5.5K

Event2026-03-31

Filed2026-05-05

WHG

WESTWOOD HLDGS GROUP INC

-8.10%

Shares14.0K

Event2026-03-31

Filed2026-05-05

ISTB

ISHARES TR

New

Shares4.8K

Event2026-03-31

Filed2026-05-05

GMAR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-05

BHB

BAR HBR BANKSHARES

-8.13%

Shares7.1K

Event2026-03-31

Filed2026-05-05

NKE

NIKE INC

1.40%

Shares4.4K

Event2026-03-31

Filed2026-05-05

MTB

M & T BK CORP

0.09%

Shares1.1K

Event2026-03-31

Filed2026-05-05

VHT

VANGUARD WORLD FD

0.00%

Shares833

Event2026-03-31

Filed2026-05-05

OBDC

BLUE OWL CAPITAL CORPORATION

-39.83%

Shares20.3K

Event2026-03-31

Filed2026-05-05

NEM

NEWMONT CORP

New

Shares2.0K

Event2026-03-31

Filed2026-05-05

SCHK

SCHWAB STRATEGIC TR

0.00%

Shares7.0K

Event2026-03-31

Filed2026-05-05

FMAY

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-05

FTNT

FORTINET INC

New

Shares2.7K

Event2026-03-31

Filed2026-05-05

KKR & CO INC

-29.00%

Shares2.4K

Event2026-03-31

Filed2026-05-05

GMAY

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-05

URTH

ISHARES INC

New

Shares1.2K

Event2026-03-31

Filed2026-05-05

TCAF

T ROWE PRICE ETF INC

8.06%

Shares6.1K

Event2026-03-31

Filed2026-05-05

PBW

INVESCO EXCHANGE TRADED FD T

0.00%

Shares6.9K

Event2026-03-31

Filed2026-05-05

PDBC

INVESCO ACTVELY MNGD ETC FD

New

Shares12.5K

Event2026-03-31

Filed2026-05-05

SRE

SEMPRA

-3.14%

Shares2.2K

Event2026-03-31

Filed2026-05-05

GSBD

GOLDMAN SACHS BDC INC

-44.72%

Shares24.3K

Event2026-03-31

Filed2026-05-05

THRO

BLACKROCK ETF TRUST

New

Shares6.0K

Event2026-03-31

Filed2026-05-05

OGE

OGE ENERGY CORP

New

Shares4.5K

Event2026-03-31

Filed2026-05-05

EPI

WISDOMTREE TR

-93.78%

Shares5.3K

Event2026-03-31

Filed2026-05-05

BKNG

BOOKING HOLDINGS INC

6.25%

Shares51

Event2026-03-31

Filed2026-05-05

TBLD

THORNBURG INCM BUILDER OPP T

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-05

MELI

MERCADOLIBRE INC

0.00%

Shares122

Event2026-03-31

Filed2026-05-05

AUTONATION INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-05

SGC

SUPERIOR GROUP OF CO INC

-9.87%

Shares20.5K

Event2026-03-31

Filed2026-05-05

DMAX

ISHARES TR

0.00%

Shares7.8K

Event2026-03-31

Filed2026-05-05

Call Option Holdings

SPY Call CallSTATE STR SPDR S&P 500 ETF T1.1K sharesnew addition2026-03-312026-05-05

HAL Call CallHALLIBURTON CO2.5K sharesnew addition2026-03-312026-05-05

IBIT Call CallISHARES BITCOIN TRUST ETF1.5K sharesnew addition2026-03-312026-05-05

UNH Call CallUNITEDHEALTH GROUP INC200 sharesnew addition2026-03-312026-05-05

SPY Call

STATE STR SPDR S&P 500 ETF T

New

Shares1.1K

Event2026-03-31

Filed2026-05-05

HAL Call

HALLIBURTON CO

New

Shares2.5K

Event2026-03-31

Filed2026-05-05

IBIT Call

ISHARES BITCOIN TRUST ETF

New

Shares1.5K

Event2026-03-31

Filed2026-05-05

UNH Call

UNITEDHEALTH GROUP INC

New

Shares200

Event2026-03-31

Filed2026-05-05

Put Option Holdings

AAPL Put PutAPPLE INC1.8K sharesnew addition2026-03-312026-05-05

AAPL Put

APPLE INC

New

Shares1.8K

Event2026-03-31

Filed2026-05-05