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The Analysis of Quadcap Wealth Management, LLC's Holdings & P&L

Currently, Quadcap Wealth Management, LLC holds 383 types of securities in its portfolio with a total value $877.5M. In the most recent quarter, they have increased their positions in ROBO (+53.5K shares, valued at $3.7M), DFUS (+45.0K shares, valued at $3.2M), N/A (+84.5K shares, valued at $2.8M); decreased their positions in NLR (-10.5K shares, valued at $1.4M), MGV (-6.7K shares, valued at $968.6K), MGNR (-14.9K shares, valued at $771.1K); initiated new positions in ROBO (+53.5K shares, valued at $3.7M), N/A (+84.5K shares, valued at $2.8M), UFO (+60.0K shares, valued at $2.7M).

1M P&L

+22.6M+2.64%

3M P&L

-34.0M-3.73%

HY P&L

+12.8M+1.48%

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/A521.4M

64.5%

2Consumer Electronics27.3M

3.4%

3Semiconductors24.5M

3.0%

Top Industries by Stock Count

1N/A148 stocks

41.6%

2Software - Application10 stocks

2.8%

3Drug Manufacturers - General8 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JQUA J P MORGAN EXCHANGE TRADED F1.2M shares2.87%2026-03-312026-05-15

DFUS DIMENSIONAL ETF TRUST827.0K shares5.75%2026-03-312026-05-15

AAPL APPLE INC99.3K shares-1.30%2026-03-312026-05-15

CGCB CAPITAL GRP FIXED INCM ETF T900.9K shares13.06%2026-03-312026-05-15

EVTR MORGAN STANLEY ETF TRUST465.3K shares12.58%2026-03-312026-05-15

NVDA NVIDIA CORPORATION86.1K shares-0.96%2026-03-312026-05-15

AMZN AMAZON COM INC62.4K shares-1.01%2026-03-312026-05-15

DIHP DIMENSIONAL ETF TRUST397.6K shares8.05%2026-03-312026-05-15

Sponsored

SPY STATE STR SPDR S&P 500 ETF T19.7K shares2.13%2026-03-312026-05-15

DEXC DIMENSIONAL ETF TRUST179.8K shares5.74%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR20.1K shares0.31%2026-03-312026-05-15

MSFT MICROSOFT CORP29.5K shares-2.63%2026-03-312026-05-15

DISV DIMENSIONAL ETF TRUST269.6K shares3.20%2026-03-312026-05-15

MGV VANGUARD WORLD FD67.0K shares-9.07%2026-03-312026-05-15

AVLV AMERICAN CENTY ETF TR118.2K shares4.72%2026-03-312026-05-15

PWRD TCW ETF TRUST95.4K shares10.59%2026-03-312026-05-15

Sponsored

UTES ETFIS SER TR I116.5K shares11.17%2026-03-312026-05-15

MGK VANGUARD WORLD FD24.6K shares5.23%2026-03-312026-05-15

AIQ GLOBAL X FDS193.0K shares7.85%2026-03-312026-05-15

ALPHABET INC ALPHABET INC30.2K shares-0.09%2026-03-312026-05-15

FNDX SCHWAB STRATEGIC TR298.4K shares-8.39%2026-03-312026-05-15

CGNG CAPITAL GROUP NEW GEOGRAPHY261.0K shares21.45%2026-03-312026-05-15

JTEK J P MORGAN EXCHANGE TRADED F103.1K shares10.79%2026-03-312026-05-15

PYLD PIMCO ETF TR298.8K shares5.25%2026-03-312026-05-15

Sponsored

VYM VANGUARD WHITEHALL FDS51.9K shares-4.25%2026-03-312026-05-15

AVMV AMERICAN CENTY ETF TR98.7K shares5.26%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR54.2K shares-1.37%2026-03-312026-05-15

STIP ISHARES TR68.2K shares-3.47%2026-03-312026-05-15

JMID JANUS DETROIT STR TR232.2K shares18.63%2026-03-312026-05-15

TSLA TESLA INC17.6K shares-0.71%2026-03-312026-05-15

AVUV AMERICAN CENTY ETF TR59.0K shares7.54%2026-03-312026-05-15

USTB VICTORY PORTFOLIOS II128.4K shares-0.01%2026-03-312026-05-15

Sponsored

WMT WALMART INC52.0K shares-0.43%2026-03-312026-05-15

META META PLATFORMS INC11.1K shares-4.47%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW48.3K shares-0.34%2026-03-312026-05-15

AIRR FIRST TR EXCHANGE TRADED FD56.3K shares-6.82%2026-03-312026-05-15

VBR VANGUARD INDEX FDS28.6K shares-2.07%2026-03-312026-05-15

ETR ENTERGY CORP NEW53.9K shares1.04%2026-03-312026-05-15

VUG VANGUARD INDEX FDS13.1K shares-1.57%2026-03-312026-05-15

NLR VANECK ETF TRUST42.4K shares-19.77%2026-03-312026-05-15

Sponsored

IVV ISHARES TR8.6K shares0.23%2026-03-312026-05-15

MGNR AMERICAN BEACON SELECT FUNDS99.8K shares-13.03%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO17.2K shares-1.41%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC14.9K shares7.91%2026-03-312026-05-15

SHLD GLOBAL X FDS66.6K shares-10.43%2026-03-312026-05-15

RTX RTX CORPORATION23.8K shares-2.42%2026-03-312026-05-15

VTI VANGUARD INDEX FDS14.3K shares-2.68%2026-03-312026-05-15

DEHP DIMENSIONAL ETF TRUST133.0K shares1.37%2026-03-312026-05-15

Sponsored

JSML JANUS DETROIT STR TR62.4K shares18.32%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL9.1K shares-1.36%2026-03-312026-05-15

CHAT TIDAL TRUST II70.1K shares6.50%2026-03-312026-05-15

KBWB INVESCO EXCH TRADED FD TR II51.1K shares-9.68%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS6.7K shares-8.04%2026-03-312026-05-15

V VISA INC13.1K shares-2.82%2026-03-312026-05-15

BROADCOM INC BROADCOM INC12.6K shares4.40%2026-03-312026-05-15

VTV VANGUARD INDEX FDS19.9K shares-5.07%2026-03-312026-05-15

Sponsored

CVX CHEVRON CORPORATION18.2K shares-2.33%2026-03-312026-05-15

ROBO EXCHANGE TRADED CONCEPTS TRU53.5K sharesnew addition2026-03-312026-05-15

NFLX NETFLIX INC.37.5K shares2.83%2026-03-312026-05-15

XOM EXXON MOBIL CORP20.7K shares-1.46%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON14.3K shares-1.31%2026-03-312026-05-15

JMUB J P MORGAN EXCHANGE TRADED F67.4K shares8.93%2026-03-312026-05-15

ALPHABET INC ALPHABET INC11.4K shares0.23%2026-03-312026-05-15

IJH ISHARES TR47.7K shares-0.05%2026-03-312026-05-15

Sponsored

GBIL GOLDMAN SACHS ETF TR31.3K shares143.93%2026-03-312026-05-15

IWD ISHARES TR14.7K shares-3.25%2026-03-312026-05-15

IWM ISHARES TR11.8K shares-15.59%2026-03-312026-05-15

ORCL ORACLE CORP19.4K shares22.98%2026-03-312026-05-15

CSCO CISCO SYS INC36.5K shares-7.14%2026-03-312026-05-15

FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD84.5K sharesnew addition2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP4.5K shares-9.12%2026-03-312026-05-15

UFO PROCURE ETF TRUST II60.0K sharesnew addition2026-03-312026-05-15

Sponsored

BAC BANK AMERICA CORP54.6K shares-1.03%2026-03-312026-05-15

FNDF SCHWAB STRATEGIC TR53.2K shares-2.50%2026-03-312026-05-15

ABBV ABBVIE INC12.0K shares-0.37%2026-03-312026-05-15

EMXC ISHARES INC32.4K shares1.34%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC49.7K shares2.25%2026-03-312026-05-15

PG PROCTER & GAMBLE CO17.2K shares-0.66%2026-03-312026-05-15

DFAS DIMENSIONAL ETF TRUST33.5K shares-0.59%2026-03-312026-05-15

XCEM COLUMBIA ETF TR II58.1K shares-0.22%2026-03-312026-05-15

Sponsored

NVS NOVARTIS AG15.4K shares-5.46%2026-03-312026-05-15

IJS ISHARES TR19.6K shares-3.02%2026-03-312026-05-15

GEV GE VERNOVA INC2.6K shares-2.25%2026-03-312026-05-15

GLD SPDR GOLD TR5.2K shares0.25%2026-03-312026-05-15

DIA STATE STR SPDR DOW JONES IND4.9K shares-0.35%2026-03-312026-05-15

MS MORGAN STANLEY13.5K shares0.09%2026-03-312026-05-15

MINO PIMCO ETF TR49.1K shares12.17%2026-03-312026-05-15

FNDC SCHWAB STRATEGIC TR47.6K shares-3.88%2026-03-312026-05-15

Sponsored

LOW LOWES COS INC9.3K shares-0.94%2026-03-312026-05-15

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET73.3K shares2.81%2026-03-312026-05-15

CB CHUBB LTD SWITZ6.7K shares-2.07%2026-03-312026-05-15

TRV TRAVELERS COMPANIES INC7.1K shares-1.80%2026-03-312026-05-15

SCHG SCHWAB STRATEGIC TR66.2K shares-3.03%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC5.4K shares1.22%2026-03-312026-05-15

COP CONOCOPHILLIPS14.1K shares-1.15%2026-03-312026-05-15

VBK VANGUARD INDEX FDS6.2K shares0.00%2026-03-312026-05-15

Sponsored

IJR ISHARES TR14.9K shares-4.52%2026-03-312026-05-15

ETHV VANECK ETHEREUM TR58.6K shares14.62%2026-03-312026-05-15

T AT&T INC60.7K shares-4.82%2026-03-312026-05-15

FNV FRANCO NEV CORP7.1K shares4.67%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION1.7K shares1.93%2026-03-312026-05-15

SCHM SCHWAB STRATEGIC TR55.9K shares-0.35%2026-03-312026-05-15

ASML ASML HLDG NV1.3K shares0.08%2026-03-312026-05-15

LLY ELI LILLY & CO1.8K shares-7.87%2026-03-312026-05-15

Sponsored

NEE NEXTERA ENERGY INC17.6K shares0.89%2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC18.8K shares-0.46%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC10.1K shares-1.00%2026-03-312026-05-15

UNILEVER PLC UNILEVER PLC28.1K shares0.57%2026-03-312026-05-15

DFUV DIMENSIONAL ETF TRUST33.0K shares0.00%2026-03-312026-05-15

DFSV DIMENSIONAL ETF TRUST45.3K shares-2.07%2026-03-312026-05-15

JCI JOHNSON CONTROLS INTERNATION11.9K shares-4.35%2026-03-312026-05-15

SLV ISHARES SILVER TR22.7K shares1.79%2026-03-312026-05-15

Sponsored

AEM AGNICO EAGLE MINES LTD7.6K shares-16.03%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC12.6K shares0.38%2026-03-312026-05-15

QCOM QUALCOMM INC11.6K shares-7.85%2026-03-312026-05-15

GWW WW GRAINGER INC1.4K shares-0.07%2026-03-312026-05-15

HDV ISHARES TR10.4K shares1.04%2026-03-312026-05-15

EFV ISHARES TR19.0K shares0.13%2026-03-312026-05-15

EOG EOG RES INC9.7K shares3.49%2026-03-312026-05-15

EMR EMERSON ELEC CO10.5K shares-0.18%2026-03-312026-05-15

Sponsored

HON HONEYWELL INTL INC6.1K shares2.34%2026-03-312026-05-15

TFC TRUIST FINL CORP29.5K shares0.63%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC2.9K shares-0.27%2026-03-312026-05-15

WM WASTE MGMT INC DEL5.8K shares-0.46%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC9.1K shares0.64%2026-03-312026-05-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.8K shares-0.57%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.7K shares0.06%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC7.8K shares-2.37%2026-03-312026-05-15

Sponsored

L LOEWS CORP12.0K shares2.65%2026-03-312026-05-15

MNST MONSTER BEVERAGE CORP NEW17.4K shares-6.27%2026-03-312026-05-15

DELL DELL TECHNOLOGIES INC7.7K shares33.42%2026-03-312026-05-15

VBIL VANGUARD INSTL INDEX FD16.6K shares34.29%2026-03-312026-05-15

SHOP SHOPIFY INC10.6K shares-3.82%2026-03-312026-05-15

SPYD SPDR SERIES TRUST27.2K shares-7.91%2026-03-312026-05-15

VV VANGUARD INDEX FDS4.1K shares-16.80%2026-03-312026-05-15

NUE NUCOR CORP7.3K shares-0.44%2026-03-312026-05-15

Sponsored

QUAL ISHARES TR6.4K shares-8.48%2026-03-312026-05-15

MA MASTERCARD INCORPORATED2.4K shares-1.28%2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC10.4K shares-1.10%2026-03-312026-05-15

VRT VERTIV HOLDINGS CO4.7K shares-11.41%2026-03-312026-05-15

SPYG SPDR SERIES TRUST12.0K shares-12.14%2026-03-312026-05-15

SPYM SPDR SERIES TRUST15.2K shares0.44%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC2.4K shares0.68%2026-03-312026-05-15

SYK STRYKER CORPORATION3.5K shares0.51%2026-03-312026-05-15

Sponsored

EXPE EXPEDIA GROUP INC5.0K shares-2.66%2026-03-312026-05-15

GBTC GRAYSCALE BITCOIN TRUST ETF21.7K shares-5.70%2026-03-312026-05-15

MCK MCKESSON CORP1.3K shares0.69%2026-03-312026-05-15

SCHF SCHWAB STRATEGIC TR45.9K shares0.00%2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB CO18.6K shares58.06%2026-03-312026-05-15

IJT ISHARES TR7.6K shares0.88%2026-03-312026-05-15

ITA ISHARES TR5.0K shares0.06%2026-03-312026-05-15

KMI KINDER MORGAN INC DEL31.9K shares-2.30%2026-03-312026-05-15

Sponsored

IWO ISHARES TR3.4K shares1.16%2026-03-312026-05-15

SPMD SPDR SERIES TRUST17.7K shares-7.61%2026-03-312026-05-15

SPGI S&P GLOBAL INC2.5K shares-35.67%2026-03-312026-05-15

XLY SELECT SECTOR SPDR TR9.5K shares-4.88%2026-03-312026-05-15

NSC NORFOLK SOUTHN CORP3.5K shares-2.21%2026-03-312026-05-15

NEM NEWMONT CORP9.4K shares-13.84%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR16.6K shares0.45%2026-03-312026-05-15

HSY HERSHEY CO4.7K shares-22.55%2026-03-312026-05-15

Sponsored

DFAC DIMENSIONAL ETF TRUST25.2K shares0.00%2026-03-312026-05-15

WDC WESTERN DIGITAL CORP3.5K shares75.24%2026-03-312026-05-15

ARISTA NETWORKS INC ARISTA NETWORKS INC7.7K shares103.21%2026-03-312026-05-15

XNTK SPDR SERIES TRUST3.7K shares-6.73%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC13.1K shares-11.36%2026-03-312026-05-15

DFIC DIMENSIONAL ETF TRUST26.1K shares13.31%2026-03-312026-05-15

PPL PPL CORP24.1K shares-3.50%2026-03-312026-05-15

MMC MARSH & MCLENNAN COS INC5.3K shares1.42%2026-03-312026-05-15

Sponsored

COHERENT CORP COHERENT CORP3.8K shares-18.10%2026-03-312026-05-15

CAT CATERPILLAR INC1.3K shares-5.29%2026-03-312026-05-15

VB VANGUARD INDEX FDS3.4K shares0.47%2026-03-312026-05-15

APH AMPHENOL CORP7.1K shares-3.73%2026-03-312026-05-15

OMC OMNICOM GROUP INC11.8K shares-2.40%2026-03-312026-05-15

EVSM MORGAN STANLEY ETF TRUST17.6K shares-9.42%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS3.6K shares5.41%2026-03-312026-05-15

ABT ABBOTT LABORATORIES8.3K shares-1.79%2026-03-312026-05-15

Sponsored

VRTX VERTEX PHARMACEUTICALS INC1.9K shares5.64%2026-03-312026-05-15

CMG CHIPOTLE MEXICAN GRILL INC26.3K shares-2.76%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC4.1K shares21.71%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC2.5K shares41.53%2026-03-312026-05-15

SATS ECHOSTAR CORP7.1K shares-14.37%2026-03-312026-05-15

DVY ISHARES TR5.4K shares1.92%2026-03-312026-05-15

ULS UL SOLUTIONS INC9.5K shares0.00%2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP8.7K shares0.52%2026-03-312026-05-15

Sponsored

MPC MARATHON PETE CORP3.3K shares-0.48%2026-03-312026-05-15

INTU INTUIT1.9K shares-1.06%2026-03-312026-05-15

FTI TECHNIPFMC PLC11.6K shares-25.52%2026-03-312026-05-15

JMST J P MORGAN EXCHANGE TRADED F15.7K shares2.75%2026-03-312026-05-15

SHW SHERWIN WILLIAMS CO2.5K shares0.24%2026-03-312026-05-15

MCD MCDONALDS CORP2.5K shares-1.05%2026-03-312026-05-15

LINDE PLC LINDE PLC1.6K shares9.79%2026-03-312026-05-15

PEP PEPSICO INC5.0K shares0.52%2026-03-312026-05-15

Sponsored

BIL SPDR SERIES TRUST8.5K shares54.35%2026-03-312026-05-15

PNC PNC FINL SVCS GROUP INC3.7K shares-3.91%2026-03-312026-05-15

CAVA CAVA GROUP INC9.6K shares-17.24%2026-03-312026-05-15

TT TRANE TECHNOLOGIES PLC1.9K shares0.54%2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR15.6K shares13.26%2026-03-312026-05-15

HD HOME DEPOT INC2.3K shares-2.01%2026-03-312026-05-15

WAB WABTEC3.0K shares0.00%2026-03-312026-05-15

LHX L3HARRIS TECHNOLOGIES INC2.2K shares-0.05%2026-03-312026-05-15

Sponsored

FE FIRSTENERGY CORP14.7K shares-49.45%2026-03-312026-05-15

CBOE CBOE GLOBAL MKTS INC2.6K shares-4.80%2026-03-312026-05-15

RBC RBC BEARINGS INC1.3K shares0.15%2026-03-312026-05-15

DE DEERE & CO1.3K shares-1.96%2026-03-312026-05-15

WFC WELLS FARGO & CO9.1K shares-2.51%2026-03-312026-05-15

OKE ONEOK INC NEW8.0K shares2.08%2026-03-312026-05-15

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T15.0K shares0.00%2026-03-312026-05-15

Sponsored

MKL MARKEL GROUP INC368 shares-1.60%2026-03-312026-05-15

ED CONSOLIDATED EDISON INC6.2K shares164.58%2026-03-312026-05-15

TE CONNECTIVITY PLC TE CONNECTIVITY PLC3.3K shares-1.46%2026-03-312026-05-15

THC TENET HEALTHCARE CORP3.7K shares-5.03%2026-03-312026-05-15

ABNB AIRBNB INC5.4K shares-1.30%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC812 shares-5.36%2026-03-312026-05-15

GILD GILEAD SCIENCES INC4.9K shares-2.79%2026-03-312026-05-15

TXT TEXTRON INC7.8K shares0.00%2026-03-312026-05-15

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP3.2K shares-22.98%2026-03-312026-05-15

TGT TARGET CORP5.6K shares-0.64%2026-03-312026-05-15

IVE ISHARES TR3.2K shares1.23%2026-03-312026-05-15

PFE PFIZER INC23.8K shares-4.99%2026-03-312026-05-15

SNPS SYNOPSYS INC1.7K shares0.06%2026-03-312026-05-15

IBIT ISHARES BITCOIN TRUST ETF17.2K shares0.82%2026-03-312026-05-15

FNDA SCHWAB STRATEGIC TR20.2K shares-0.66%2026-03-312026-05-15

ENB ENBRIDGE INC12.0K shares-40.24%2026-03-312026-05-15

Sponsored

MTB M & T BK CORP3.1K shares1.06%2026-03-312026-05-15

ICE INTERCONTINENTAL EXCHANGE IN4.1K shares-4.06%2026-03-312026-05-15

IEF ISHARES TR6.6K shares6.64%2026-03-312026-05-15

SN SHARKNINJA INC5.9K shares-5.11%2026-03-312026-05-15

AXON AXON ENTERPRISE INC1.5K shares11.89%2026-03-312026-05-15

UPS UNITED PARCEL SVCS INC6.3K shares24.17%2026-03-312026-05-15

DFIV DIMENSIONAL ETF TRUST11.7K shares-2.08%2026-03-312026-05-15

OXY OCCIDENTAL PETE CORP9.5K shares7.27%2026-03-312026-05-15

Sponsored

IVW ISHARES TR5.4K shares1.68%2026-03-312026-05-15

BN BROOKFIELD CORP14.9K shares-0.41%2026-03-312026-05-15

IEFA ISHARES TR6.5K shares-5.71%2026-03-312026-05-15

GPC GENUINE PARTS CO5.6K shares0.14%2026-03-312026-05-15

MO ALTRIA GROUP INC8.9K shares-6.21%2026-03-312026-05-15

DFAU DIMENSIONAL ETF TRUST12.7K shares-17.75%2026-03-312026-05-15

CME CME GROUP INC1.9K shares-15.57%2026-03-312026-05-15

VICI VICI PPTYS INC20.8K shares-0.62%2026-03-312026-05-15

Sponsored

MDLZ MONDELEZ INTL INC9.7K shares0.70%2026-03-312026-05-15

DFAI DIMENSIONAL ETF TRUST14.4K shares2.00%2026-03-312026-05-15

UNP UNION PAC CORP2.3K shares0.96%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC2.1K shares-11.09%2026-03-312026-05-15

CTVA CORTEVA INC6.6K shares-35.89%2026-03-312026-05-15

TXN TEXAS INSTRS INC2.8K shares103.37%2026-03-312026-05-15

DOC HEALTHPEAK PROPERTIES INC32.8K shares0.64%2026-03-312026-05-15

CMCSA COMCAST CORP NEW18.4K shares-2.21%2026-03-312026-05-15

Sponsored

AER AERCAP HOLDINGS NV3.8K shares-2.98%2026-03-312026-05-15

INTC INTEL CORP12.0K shares-7.08%2026-03-312026-05-15

DUHP DIMENSIONAL ETF TRUST13.9K shares0.18%2026-03-312026-05-15

ROKU ROKU INC5.4K shares-11.23%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS2.4K shares0.00%2026-03-312026-05-15

HAS HASBRO INC5.4K shares-1.51%2026-03-312026-05-15

NOW SERVICENOW INC4.8K shares-2.64%2026-03-312026-05-15

DOW DOW HLDGS INC12.0K shares0.53%2026-03-312026-05-15

Sponsored

GE AEROSPACE GE AEROSPACE1.8K shares0.34%2026-03-312026-05-15

ALC ALCON AG6.6K shares-8.90%2026-03-312026-05-15

TJX TJX COS INC NEW3.1K shares0.88%2026-03-312026-05-15

SHV ISHARES TR4.5K sharesnew addition2026-03-312026-05-15

AOS SMITH A O CORP7.3K shares-0.34%2026-03-312026-05-15

KO COCA COLA CO6.3K shares0.38%2026-03-312026-05-15

SCHA SCHWAB STRATEGIC TR16.4K shares4.47%2026-03-312026-05-15

SDY SPDR SERIES TRUST3.3K shares0.00%2026-03-312026-05-15

Sponsored

EDV VANGUARD WORLD FD7.3K shares0.00%2026-03-312026-05-15

LEN LENNAR CORP5.4K shares-0.20%2026-03-312026-05-15

CACI CACI INTL INC868 shares0.00%2026-03-312026-05-15

FIX COMFORT SYS USA INC341 sharesnew addition2026-03-312026-05-15

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN21.9K shares2.31%2026-03-312026-05-15

BKLC BNY MELLON ETF TRUST3.7K shares0.00%2026-03-312026-05-15

AA ALCOA CORP6.8K sharesnew addition2026-03-312026-05-15

FIXD FIRST TR EXCHNG TRADED FD VI10.4K shares0.00%2026-03-312026-05-15

Sponsored

CROWN CASTLE INC CROWN CASTLE INC5.5K shares1.03%2026-03-312026-05-15

VSS VANGUARD INTL EQUITY INDEX F3.0K shares0.00%2026-03-312026-05-15

VO VANGUARD INDEX FDS1.5K shares2.63%2026-03-312026-05-15

BKNG BOOKING HOLDINGS INC103 shares-14.88%2026-03-312026-05-15

AGG ISHARES TR4.4K shares-0.05%2026-03-312026-05-15

ATO ATMOS ENERGY CORP2.3K sharesnew addition2026-03-312026-05-15

DIS DISNEY WALT CO4.4K shares-13.20%2026-03-312026-05-15

RMD RESMED INC1.9K shares-0.85%2026-03-312026-05-15

Sponsored

FISR SSGA ACTIVE TR16.2K shares-18.78%2026-03-312026-05-15

APP APPLOVIN CORP1.0K shares-1.52%2026-03-312026-05-15

TPR TAPESTRY INC2.9K sharesnew addition2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T8.9K shares0.00%2026-03-312026-05-15

SPHB INVESCO EXCH TRADED FD TR II3.5K shares-28.54%2026-03-312026-05-15

CRM SALESFORCE INC2.1K shares-48.62%2026-03-312026-05-15

AFRM AFFIRM HLDGS INC8.7K shares26.89%2026-03-312026-05-15

FHN FIRST HORIZON CORPORATION17.0K sharesnew addition2026-03-312026-05-15

Sponsored

QTEC FIRST TR EXCHANGE-TRADED FD1.8K shares-6.45%2026-03-312026-05-15

AS AMER SPORTS INC11.6K shares-1.00%2026-03-312026-05-15

JEPI J P MORGAN EXCHANGE TRADED F6.7K shares-6.83%2026-03-312026-05-15

BCE BCE INC14.8K shares5.12%2026-03-312026-05-15

WPC WP CAREY INC5.5K shares0.33%2026-03-312026-05-15

XLP SELECT SECTOR SPDR TR4.5K shares-0.24%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS5.0K shares-8.91%2026-03-312026-05-15

CEG CONSTELLATION ENERGY CORP1.3K shares-12.23%2026-03-312026-05-15

Sponsored

CELH CELSIUS HLDGS INC9.8K shares-3.54%2026-03-312026-05-15

XLV SELECT SECTOR SPDR TR2.3K shares3.48%2026-03-312026-05-15

ROCKET LAB CORP ROCKET LAB CORP5.3K shares-15.61%2026-03-312026-05-15

IYW ISHARES TR1.9K shares-0.85%2026-03-312026-05-15

APD AIR PRODUCTS AND CHEMICALS I1.2K shares2.93%2026-03-312026-05-15

ADBE ADOBE INC1.4K shares9.86%2026-03-312026-05-15

CENCORA INC CENCORA INC1.1K shares-55.71%2026-03-312026-05-15

ZTS ZOETIS INC2.7K shares2.82%2026-03-312026-05-15

Sponsored

VOE VANGUARD INDEX FDS1.7K shares0.00%2026-03-312026-05-15

SYY SYSCO CORP4.4K shares0.76%2026-03-312026-05-15

VXF VANGUARD INDEX FDS1.5K shares0.00%2026-03-312026-05-15

EPD ENTERPRISE PRODS PARTNERS L8.2K shares-4.46%2026-03-312026-05-15

XLU SELECT SECTOR SPDR TR6.7K shares2.52%2026-03-312026-05-15

EQIX EQUINIX INC313 shares-71.34%2026-03-312026-05-15

ET ENERGY TRANSFER L P15.8K shares-10.59%2026-03-312026-05-15

QSR RESTAURANT BRANDS INTL INC4.1K sharesnew addition2026-03-312026-05-15

Sponsored

DFLV DIMENSIONAL ETF TRUST8.5K shares-0.67%2026-03-312026-05-15

SGOV ISHARES TR3.0K sharesnew addition2026-03-312026-05-15

ARKK ARK ETF TR4.4K shares-0.77%2026-03-312026-05-15

KLAC KLA CORP201 shares-5.19%2026-03-312026-05-15

DFSU DIMENSIONAL ETF TRUST7.1K shares0.00%2026-03-312026-05-15

BDX BECTON DICKINSON & CO1.9K shares2.15%2026-03-312026-05-15

MINT PIMCO ETF TR2.8K sharesnew addition2026-03-312026-05-15

PCG PG&E CORP15.7K shares0.23%2026-03-312026-05-15

Sponsored

ATMP BARCLAYS BANK PLC8.0K shares0.00%2026-03-312026-05-15

VDC VANGUARD WORLD FD1.2K shares-1.48%2026-03-312026-05-15

SYSB ISHARES TR3.0K shares-0.07%2026-03-312026-05-15

ESGU ISHARES TR1.9K shares-5.77%2026-03-312026-05-15

ES EVERSOURCE ENERGY3.8K shares0.53%2026-03-312026-05-15

VIGI VANGUARD WHITEHALL FDS2.9K shares-0.14%2026-03-312026-05-15

SPTM SPDR SERIES TRUST3.3K shares-26.70%2026-03-312026-05-15

GEHC GE HEALTHCARE TECHNOLOGIES I3.6K shares-44.88%2026-03-312026-05-15

Sponsored

MDYV SPDR SERIES TRUST3.0K shares-12.30%2026-03-312026-05-15

AMGN AMGEN INC726 shares-4.10%2026-03-312026-05-15

COF CAPITAL ONE FINL CORP1.4K shares-54.46%2026-03-312026-05-15

AMAT APPLIED MATLS INC743 sharesnew addition2026-03-312026-05-15

VGT VANGUARD WORLD FD362 shares0.00%2026-03-312026-05-15

DON WISDOMTREE TR4.8K shares-0.37%2026-03-312026-05-15

IWB ISHARES TR705 shares1.29%2026-03-312026-05-15

AJG GALLAGHER ARTHUR J & CO1.2K shares-11.37%2026-03-312026-05-15

Sponsored

SCHB SCHWAB STRATEGIC TR9.7K shares-0.39%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO801 shares4.84%2026-03-312026-05-15

BKT BLACKROCK INCOME TR INC22.7K shares-0.63%2026-03-312026-05-15

CRWD CROWDSTRIKE HLDGS INC607 shares1.51%2026-03-312026-05-15

PEJ INVESCO EXCHANGE TRADED FD T4.1K shares0.00%2026-03-312026-05-15

AON PLC AON PLC726 shares10.33%2026-03-312026-05-15

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC2.4K shares-55.13%2026-03-312026-05-15

ALNY ALNYLAM PHARMACEUTICALS INC707 sharesnew addition2026-03-312026-05-15

Sponsored

OTIS OTIS WORLDWIDE CORP3.0K shares25.62%2026-03-312026-05-15

IEX IDEX CORP1.2K sharesnew addition2026-03-312026-05-15

DDOG DATADOG INC2.0K shares5.46%2026-03-312026-05-15

WIA WESTERN ASSET INFLT LNK INC28.7K shares-25.43%2026-03-312026-05-15

SBUX STARBUCKS CORP2.6K shares-7.23%2026-03-312026-05-15

CRSP CRISPR THERAPEUTICS AG4.8K shares25.39%2026-03-312026-05-15

VEU VANGUARD INTL EQUITY INDEX F3.0K shares0.00%2026-03-312026-05-15

IWS ISHARES TR1.6K shares-0.06%2026-03-312026-05-15

Sponsored

GPCR STRUCTURE THERAPEUTICS INC4.7K shares-36.80%2026-03-312026-05-15

IYT ISHARES TR3.0K shares0.07%2026-03-312026-05-15

KMB KIMBERLY-CLARK CORP2.4K shares1.12%2026-03-312026-05-15

HEI HEICO CORP NEW826 shares0.00%2026-03-312026-05-15

IWF ISHARES TR521 shares5.89%2026-03-312026-05-15

DHR DANAHER CORP DEL1.2K shares2.38%2026-03-312026-05-15

TSCO TRACTOR SUPPLY CO4.9K shares2.08%2026-03-312026-05-15

CNQ CANADIAN NAT RES LTD MED TER4.5K sharesnew addition2026-03-312026-05-15

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD3.2K shares-16.20%2026-03-312026-05-15

DGX QUEST DIAGNOSTICS INC1.1K sharesnew addition2026-03-312026-05-15

SSNC SS&C TECH HLDGS3.2K shares-47.19%2026-03-312026-05-15

AGGY WISDOMTREE TR4.9K shares0.00%2026-03-312026-05-15

IJK ISHARES TR2.1K shares0.00%2026-03-312026-05-15

BK BANK NEW YORK MELLON CORP1.8K shares0.00%2026-03-312026-05-15

LNG CHENIERE ENERGY INC733 sharesnew addition2026-03-312026-05-15

ALK ALASKA AIR GROUP INC5.6K shares-45.72%2026-03-312026-05-15

Sponsored

ORLY OREILLY AUTOMOTIVE INC2.2K shares0.91%2026-03-312026-05-15

A AGILENT TECHNOLOGIES INC1.8K shares14.94%2026-03-312026-05-15

SCHX SCHWAB STRATEGIC TR7.9K shares2.54%2026-03-312026-05-15

HUBBELL INC HUBBELL INC409 sharesnew addition2026-03-312026-05-15

XLI SELECT SECTOR SPDR TR1.2K sharesnew addition2026-03-312026-05-15

PTON PELOTON INTERACTIVE INC44.2K shares-10.42%2026-03-312026-05-15

CCJ CAMECO CORP1.5K shares-35.39%2026-03-312026-05-15

HE HAWAIIAN ELEC INDS INC MTN B10.0K shares0.00%2026-03-312026-05-15

Sponsored

JFR NUVEEN FLOATING RATE INCOME17.0K shares-33.94%2026-03-312026-05-15

VGM INVESCO TR INVT GRADE MUNS12.3K sharesnew addition2026-03-312026-05-15

REPL REPLIMUNE GROUP INC10.0K shares0.00%2026-03-312026-05-15

OVID OVID THERAPEUTICS INC11.1K shares0.00%2026-03-312026-05-15

CLOV CLOVER HEALTH INVESTMENTS CO10.0K shares0.00%2026-03-312026-05-15

ABTC AMERICAN BITCOIN CORP.11.1K sharesnew addition2026-03-312026-05-15

TNYA TENAYA THERAPEUTICS INC10.0K shares0.00%2026-03-312026-05-15

JQUA

J P MORGAN EXCHANGE TRADED F

2.87%

Shares1.2M

Event2026-03-31

Filed2026-05-15

DFUS

DIMENSIONAL ETF TRUST

5.75%

Shares827.0K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-1.30%

Shares99.3K

Event2026-03-31

Filed2026-05-15

CGCB

CAPITAL GRP FIXED INCM ETF T

13.06%

Shares900.9K

Event2026-03-31

Filed2026-05-15

EVTR

MORGAN STANLEY ETF TRUST

12.58%

Shares465.3K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-0.96%

Shares86.1K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-1.01%

Shares62.4K

Event2026-03-31

Filed2026-05-15

DIHP

DIMENSIONAL ETF TRUST

8.05%

Shares397.6K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

2.13%

Shares19.7K

Event2026-03-31

Filed2026-05-15

DEXC

DIMENSIONAL ETF TRUST

5.74%

Shares179.8K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

0.31%

Shares20.1K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-2.63%

Shares29.5K

Event2026-03-31

Filed2026-05-15

DISV

DIMENSIONAL ETF TRUST

3.20%

Shares269.6K

Event2026-03-31

Filed2026-05-15

MGV

VANGUARD WORLD FD

-9.07%

Shares67.0K

Event2026-03-31

Filed2026-05-15

AVLV

AMERICAN CENTY ETF TR

4.72%

Shares118.2K

Event2026-03-31

Filed2026-05-15

PWRD

TCW ETF TRUST

10.59%

Shares95.4K

Event2026-03-31

Filed2026-05-15

UTES

ETFIS SER TR I

11.17%

Shares116.5K

Event2026-03-31

Filed2026-05-15

MGK

VANGUARD WORLD FD

5.23%

Shares24.6K

Event2026-03-31

Filed2026-05-15

AIQ

GLOBAL X FDS

7.85%

Shares193.0K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-0.09%

Shares30.2K

Event2026-03-31

Filed2026-05-15

FNDX

SCHWAB STRATEGIC TR

-8.39%

Shares298.4K

Event2026-03-31

Filed2026-05-15

CGNG

CAPITAL GROUP NEW GEOGRAPHY

21.45%

Shares261.0K

Event2026-03-31

Filed2026-05-15

JTEK

J P MORGAN EXCHANGE TRADED F

10.79%

Shares103.1K

Event2026-03-31

Filed2026-05-15

PYLD

PIMCO ETF TR

5.25%

Shares298.8K

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD WHITEHALL FDS

-4.25%

Shares51.9K

Event2026-03-31

Filed2026-05-15

AVMV

AMERICAN CENTY ETF TR

5.26%

Shares98.7K

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

-1.37%

Shares54.2K

Event2026-03-31

Filed2026-05-15

STIP

ISHARES TR

-3.47%

Shares68.2K

Event2026-03-31

Filed2026-05-15

JMID

JANUS DETROIT STR TR

18.63%

Shares232.2K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

-0.71%

Shares17.6K

Event2026-03-31

Filed2026-05-15

AVUV

AMERICAN CENTY ETF TR

7.54%

Shares59.0K

Event2026-03-31

Filed2026-05-15

USTB

VICTORY PORTFOLIOS II

-0.01%

Shares128.4K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

-0.43%

Shares52.0K

Event2026-03-31

Filed2026-05-15

META

META PLATFORMS INC

-4.47%

Shares11.1K

Event2026-03-31

Filed2026-05-15

DUKE ENERGY CORP NEW

-0.34%

Shares48.3K

Event2026-03-31

Filed2026-05-15

AIRR

FIRST TR EXCHANGE TRADED FD

-6.82%

Shares56.3K

Event2026-03-31

Filed2026-05-15

VBR

VANGUARD INDEX FDS

-2.07%

Shares28.6K

Event2026-03-31

Filed2026-05-15

ETR

ENTERGY CORP NEW

1.04%

Shares53.9K

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

-1.57%

Shares13.1K

Event2026-03-31

Filed2026-05-15

NLR

VANECK ETF TRUST

-19.77%

Shares42.4K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

0.23%

Shares8.6K

Event2026-03-31

Filed2026-05-15

MGNR

AMERICAN BEACON SELECT FUNDS

-13.03%

Shares99.8K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-1.41%

Shares17.2K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

7.91%

Shares14.9K

Event2026-03-31

Filed2026-05-15

SHLD

GLOBAL X FDS

-10.43%

Shares66.6K

Event2026-03-31

Filed2026-05-15

RTX

RTX CORPORATION

-2.42%

Shares23.8K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

-2.68%

Shares14.3K

Event2026-03-31

Filed2026-05-15

DEHP

DIMENSIONAL ETF TRUST

1.37%

Shares133.0K

Event2026-03-31

Filed2026-05-15

JSML

JANUS DETROIT STR TR

18.32%

Shares62.4K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

-1.36%

Shares9.1K

Event2026-03-31

Filed2026-05-15

CHAT

TIDAL TRUST II

6.50%

Shares70.1K

Event2026-03-31

Filed2026-05-15

KBWB

INVESCO EXCH TRADED FD TR II

-9.68%

Shares51.1K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-8.04%

Shares6.7K

Event2026-03-31

Filed2026-05-15

VISA INC

-2.82%

Shares13.1K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

4.40%

Shares12.6K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

-5.07%

Shares19.9K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

-2.33%

Shares18.2K

Event2026-03-31

Filed2026-05-15

ROBO

EXCHANGE TRADED CONCEPTS TRU

New

Shares53.5K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC.

2.83%

Shares37.5K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

-1.46%

Shares20.7K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

-1.31%

Shares14.3K

Event2026-03-31

Filed2026-05-15

JMUB

J P MORGAN EXCHANGE TRADED F

8.93%

Shares67.4K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

0.23%

Shares11.4K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

-0.05%

Shares47.7K

Event2026-03-31

Filed2026-05-15

GBIL

GOLDMAN SACHS ETF TR

143.93%

Shares31.3K

Event2026-03-31

Filed2026-05-15

IWD

ISHARES TR

-3.25%

Shares14.7K

Event2026-03-31

Filed2026-05-15

IWM

ISHARES TR

-15.59%

Shares11.8K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

22.98%

Shares19.4K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

-7.14%

Shares36.5K

Event2026-03-31

Filed2026-05-15

FIRST TR EXCHANGE-TRADED FD

New

Shares84.5K

Event2026-03-31

Filed2026-05-15

LMT

LOCKHEED MARTIN CORP

-9.12%

Shares4.5K

Event2026-03-31

Filed2026-05-15

UFO

PROCURE ETF TRUST II

New

Shares60.0K

Event2026-03-31

Filed2026-05-15

BAC

BANK AMERICA CORP

-1.03%

Shares54.6K

Event2026-03-31

Filed2026-05-15

FNDF

SCHWAB STRATEGIC TR

-2.50%

Shares53.2K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

-0.37%

Shares12.0K

Event2026-03-31

Filed2026-05-15

EMXC

ISHARES INC

1.34%

Shares32.4K

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC

2.25%

Shares49.7K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

-0.66%

Shares17.2K

Event2026-03-31

Filed2026-05-15

DFAS

DIMENSIONAL ETF TRUST

-0.59%

Shares33.5K

Event2026-03-31

Filed2026-05-15

XCEM

COLUMBIA ETF TR II

-0.22%

Shares58.1K

Event2026-03-31

Filed2026-05-15

NVS

NOVARTIS AG

-5.46%

Shares15.4K

Event2026-03-31

Filed2026-05-15

IJS

ISHARES TR

-3.02%

Shares19.6K

Event2026-03-31

Filed2026-05-15

GEV

GE VERNOVA INC

-2.25%

Shares2.6K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

0.25%

Shares5.2K

Event2026-03-31

Filed2026-05-15

DIA

STATE STR SPDR DOW JONES IND

-0.35%

Shares4.9K

Event2026-03-31

Filed2026-05-15

MORGAN STANLEY

0.09%

Shares13.5K

Event2026-03-31

Filed2026-05-15

MINO

PIMCO ETF TR

12.17%

Shares49.1K

Event2026-03-31

Filed2026-05-15

FNDC

SCHWAB STRATEGIC TR

-3.88%

Shares47.6K

Event2026-03-31

Filed2026-05-15

LOW

LOWES COS INC

-0.94%

Shares9.3K

Event2026-03-31

Filed2026-05-15

GRAYSCALE BITCOIN MINI TR ET

2.81%

Shares73.3K

Event2026-03-31

Filed2026-05-15

CHUBB LTD SWITZ

-2.07%

Shares6.7K

Event2026-03-31

Filed2026-05-15

TRV

TRAVELERS COMPANIES INC

-1.80%

Shares7.1K

Event2026-03-31

Filed2026-05-15

SCHG

SCHWAB STRATEGIC TR

-3.03%

Shares66.2K

Event2026-03-31

Filed2026-05-15

EATON CORP PLC

1.22%

Shares5.4K

Event2026-03-31

Filed2026-05-15

COP

CONOCOPHILLIPS

-1.15%

Shares14.1K

Event2026-03-31

Filed2026-05-15

VBK

VANGUARD INDEX FDS

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

-4.52%

Shares14.9K

Event2026-03-31

Filed2026-05-15

ETHV

VANECK ETHEREUM TR

14.62%

Shares58.6K

Event2026-03-31

Filed2026-05-15

AT&T INC

-4.82%

Shares60.7K

Event2026-03-31

Filed2026-05-15

FNV

FRANCO NEV CORP

4.67%

Shares7.1K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

1.93%

Shares1.7K

Event2026-03-31

Filed2026-05-15

SCHM

SCHWAB STRATEGIC TR

-0.35%

Shares55.9K

Event2026-03-31

Filed2026-05-15

ASML

ASML HLDG NV

0.08%

Shares1.3K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

-7.87%

Shares1.8K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

0.89%

Shares17.6K

Event2026-03-31

Filed2026-05-15

MEDTRONIC PLC

-0.46%

Shares18.8K

Event2026-03-31

Filed2026-05-15

PANW

PALO ALTO NETWORKS INC

-1.00%

Shares10.1K

Event2026-03-31

Filed2026-05-15

UNILEVER PLC

0.57%

Shares28.1K

Event2026-03-31

Filed2026-05-15

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares33.0K

Event2026-03-31

Filed2026-05-15

DFSV

DIMENSIONAL ETF TRUST

-2.07%

Shares45.3K

Event2026-03-31

Filed2026-05-15

JCI

JOHNSON CONTROLS INTERNATION

-4.35%

Shares11.9K

Event2026-03-31

Filed2026-05-15

SLV

ISHARES SILVER TR

1.79%

Shares22.7K

Event2026-03-31

Filed2026-05-15

AEM

AGNICO EAGLE MINES LTD

-16.03%

Shares7.6K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

0.38%

Shares12.6K

Event2026-03-31

Filed2026-05-15

QCOM

QUALCOMM INC

-7.85%

Shares11.6K

Event2026-03-31

Filed2026-05-15

GWW

WW GRAINGER INC

-0.07%

Shares1.4K

Event2026-03-31

Filed2026-05-15

HDV

ISHARES TR

1.04%

Shares10.4K

Event2026-03-31

Filed2026-05-15

EFV

ISHARES TR

0.13%

Shares19.0K

Event2026-03-31

Filed2026-05-15

EOG

EOG RES INC

3.49%

Shares9.7K

Event2026-03-31

Filed2026-05-15

EMR

EMERSON ELEC CO

-0.18%

Shares10.5K

Event2026-03-31

Filed2026-05-15

HON

HONEYWELL INTL INC

2.34%

Shares6.1K

Event2026-03-31

Filed2026-05-15

TFC

TRUIST FINL CORP

0.63%

Shares29.5K

Event2026-03-31

Filed2026-05-15

ISRG

INTUITIVE SURGICAL INC

-0.27%

Shares2.9K

Event2026-03-31

Filed2026-05-15

WASTE MGMT INC DEL

-0.46%

Shares5.8K

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INC

0.64%

Shares9.1K

Event2026-03-31

Filed2026-05-15

GENERAL DYNAMICS CORP

-0.57%

Shares3.8K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

0.06%

Shares6.7K

Event2026-03-31

Filed2026-05-15

PHILIP MORRIS INTL INC

-2.37%

Shares7.8K

Event2026-03-31

Filed2026-05-15

LOEWS CORP

2.65%

Shares12.0K

Event2026-03-31

Filed2026-05-15

MNST

MONSTER BEVERAGE CORP NEW

-6.27%

Shares17.4K

Event2026-03-31

Filed2026-05-15

DELL

DELL TECHNOLOGIES INC

33.42%

Shares7.7K

Event2026-03-31

Filed2026-05-15

VBIL

VANGUARD INSTL INDEX FD

34.29%

Shares16.6K

Event2026-03-31

Filed2026-05-15

SHOP

SHOPIFY INC

-3.82%

Shares10.6K

Event2026-03-31

Filed2026-05-15

SPYD

SPDR SERIES TRUST

-7.91%

Shares27.2K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-16.80%

Shares4.1K

Event2026-03-31

Filed2026-05-15

NUE

NUCOR CORP

-0.44%

Shares7.3K

Event2026-03-31

Filed2026-05-15

QUAL

ISHARES TR

-8.48%

Shares6.4K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

-1.28%

Shares2.4K

Event2026-03-31

Filed2026-05-15

CITIGROUP INC

-1.10%

Shares10.4K

Event2026-03-31

Filed2026-05-15

VRT

VERTIV HOLDINGS CO

-11.41%

Shares4.7K

Event2026-03-31

Filed2026-05-15

SPYG

SPDR SERIES TRUST

-12.14%

Shares12.0K

Event2026-03-31

Filed2026-05-15

SPYM

SPDR SERIES TRUST

0.44%

Shares15.2K

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC

0.68%

Shares2.4K

Event2026-03-31

Filed2026-05-15

SYK

STRYKER CORPORATION

0.51%

Shares3.5K

Event2026-03-31

Filed2026-05-15

EXPE

EXPEDIA GROUP INC

-2.66%

Shares5.0K

Event2026-03-31

Filed2026-05-15

GBTC

GRAYSCALE BITCOIN TRUST ETF

-5.70%

Shares21.7K

Event2026-03-31

Filed2026-05-15

MCK

MCKESSON CORP

0.69%

Shares1.3K

Event2026-03-31

Filed2026-05-15

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares45.9K

Event2026-03-31

Filed2026-05-15

BMY

BRISTOL-MYERS SQUIBB CO

58.06%

Shares18.6K

Event2026-03-31

Filed2026-05-15

IJT

ISHARES TR

0.88%

Shares7.6K

Event2026-03-31

Filed2026-05-15

ITA

ISHARES TR

0.06%

Shares5.0K

Event2026-03-31

Filed2026-05-15

KMI

KINDER MORGAN INC DEL

-2.30%

Shares31.9K

Event2026-03-31

Filed2026-05-15

IWO

ISHARES TR

1.16%

Shares3.4K

Event2026-03-31

Filed2026-05-15

SPMD

SPDR SERIES TRUST

-7.61%

Shares17.7K

Event2026-03-31

Filed2026-05-15

SPGI

S&P GLOBAL INC

-35.67%

Shares2.5K

Event2026-03-31

Filed2026-05-15

XLY

SELECT SECTOR SPDR TR

-4.88%

Shares9.5K

Event2026-03-31

Filed2026-05-15

NSC

NORFOLK SOUTHN CORP

-2.21%

Shares3.5K

Event2026-03-31

Filed2026-05-15

NEM

NEWMONT CORP

-13.84%

Shares9.4K

Event2026-03-31

Filed2026-05-15

XLE

SELECT SECTOR SPDR TR

0.45%

Shares16.6K

Event2026-03-31

Filed2026-05-15

HSY

HERSHEY CO

-22.55%

Shares4.7K

Event2026-03-31

Filed2026-05-15

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares25.2K

Event2026-03-31

Filed2026-05-15

WDC

WESTERN DIGITAL CORP

75.24%

Shares3.5K

Event2026-03-31

Filed2026-05-15

ARISTA NETWORKS INC

103.21%

Shares7.7K

Event2026-03-31

Filed2026-05-15

XNTK

SPDR SERIES TRUST

-6.73%

Shares3.7K

Event2026-03-31

Filed2026-05-15

UBER

UBER TECHNOLOGIES INC

-11.36%

Shares13.1K

Event2026-03-31

Filed2026-05-15

DFIC

DIMENSIONAL ETF TRUST

13.31%

Shares26.1K

Event2026-03-31

Filed2026-05-15

PPL

PPL CORP

-3.50%

Shares24.1K

Event2026-03-31

Filed2026-05-15

MMC

MARSH & MCLENNAN COS INC

1.42%

Shares5.3K

Event2026-03-31

Filed2026-05-15

COHERENT CORP

-18.10%

Shares3.8K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

-5.29%

Shares1.3K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

0.47%

Shares3.4K

Event2026-03-31

Filed2026-05-15

APH

AMPHENOL CORP

-3.73%

Shares7.1K

Event2026-03-31

Filed2026-05-15

OMC

OMNICOM GROUP INC

-2.40%

Shares11.8K

Event2026-03-31

Filed2026-05-15

EVSM

MORGAN STANLEY ETF TRUST

-9.42%

Shares17.6K

Event2026-03-31

Filed2026-05-15

IBM

INTERNATIONAL BUSINESS MACHS

5.41%

Shares3.6K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

-1.79%

Shares8.3K

Event2026-03-31

Filed2026-05-15

VRTX

VERTEX PHARMACEUTICALS INC

5.64%

Shares1.9K

Event2026-03-31

Filed2026-05-15

CMG

CHIPOTLE MEXICAN GRILL INC

-2.76%

Shares26.3K

Event2026-03-31

Filed2026-05-15

AMD

ADVANCED MICRO DEVICES INC

21.71%

Shares4.1K

Event2026-03-31

Filed2026-05-15

MICRON TECHNOLOGY INC

41.53%

Shares2.5K

Event2026-03-31

Filed2026-05-15

SATS

ECHOSTAR CORP

-14.37%

Shares7.1K

Event2026-03-31

Filed2026-05-15

DVY

ISHARES TR

1.92%

Shares5.4K

Event2026-03-31

Filed2026-05-15

ULS

UL SOLUTIONS INC

0.00%

Shares9.5K

Event2026-03-31

Filed2026-05-15

SCHW

SCHWAB CHARLES CORP

0.52%

Shares8.7K

Event2026-03-31

Filed2026-05-15

MPC

MARATHON PETE CORP

-0.48%

Shares3.3K

Event2026-03-31

Filed2026-05-15

INTU

INTUIT

-1.06%

Shares1.9K

Event2026-03-31

Filed2026-05-15

FTI

TECHNIPFMC PLC

-25.52%

Shares11.6K

Event2026-03-31

Filed2026-05-15

JMST

J P MORGAN EXCHANGE TRADED F

2.75%

Shares15.7K

Event2026-03-31

Filed2026-05-15

SHW

SHERWIN WILLIAMS CO

0.24%

Shares2.5K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

-1.05%

Shares2.5K

Event2026-03-31

Filed2026-05-15

LINDE PLC

9.79%

Shares1.6K

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

0.52%

Shares5.0K

Event2026-03-31

Filed2026-05-15

BIL

SPDR SERIES TRUST

54.35%

Shares8.5K

Event2026-03-31

Filed2026-05-15

PNC

PNC FINL SVCS GROUP INC

-3.91%

Shares3.7K

Event2026-03-31

Filed2026-05-15

CAVA

CAVA GROUP INC

-17.24%

Shares9.6K

Event2026-03-31

Filed2026-05-15

TRANE TECHNOLOGIES PLC

0.54%

Shares1.9K

Event2026-03-31

Filed2026-05-15

XLF

SELECT SECTOR SPDR TR

13.26%

Shares15.6K

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

-2.01%

Shares2.3K

Event2026-03-31

Filed2026-05-15

WAB

WABTEC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-15

LHX

L3HARRIS TECHNOLOGIES INC

-0.05%

Shares2.2K

Event2026-03-31

Filed2026-05-15

FIRSTENERGY CORP

-49.45%

Shares14.7K

Event2026-03-31

Filed2026-05-15

CBOE

CBOE GLOBAL MKTS INC

-4.80%

Shares2.6K

Event2026-03-31

Filed2026-05-15

RBC

RBC BEARINGS INC

0.15%

Shares1.3K

Event2026-03-31

Filed2026-05-15

DEERE & CO

-1.96%

Shares1.3K

Event2026-03-31

Filed2026-05-15

WFC

WELLS FARGO & CO

-2.51%

Shares9.1K

Event2026-03-31

Filed2026-05-15

OKE

ONEOK INC NEW

2.08%

Shares8.0K

Event2026-03-31

Filed2026-05-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

0.00%

Shares15.0K

Event2026-03-31

Filed2026-05-15

MKL

MARKEL GROUP INC

-1.60%

Shares368

Event2026-03-31

Filed2026-05-15

CONSOLIDATED EDISON INC

164.58%

Shares6.2K

Event2026-03-31

Filed2026-05-15

TE CONNECTIVITY PLC

-1.46%

Shares3.3K

Event2026-03-31

Filed2026-05-15

THC

TENET HEALTHCARE CORP

-5.03%

Shares3.7K

Event2026-03-31

Filed2026-05-15

ABNB

AIRBNB INC

-1.30%

Shares5.4K

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC

-5.36%

Shares812

Event2026-03-31

Filed2026-05-15

GILD

GILEAD SCIENCES INC

-2.79%

Shares4.9K

Event2026-03-31

Filed2026-05-15

TXT

TEXTRON INC

0.00%

Shares7.8K

Event2026-03-31

Filed2026-05-15

LAM RESEARCH CORP

-22.98%

Shares3.2K

Event2026-03-31

Filed2026-05-15

TGT

TARGET CORP

-0.64%

Shares5.6K

Event2026-03-31

Filed2026-05-15

IVE

ISHARES TR

1.23%

Shares3.2K

Event2026-03-31

Filed2026-05-15

PFE

PFIZER INC

-4.99%

Shares23.8K

Event2026-03-31

Filed2026-05-15

SNPS

SYNOPSYS INC

0.06%

Shares1.7K

Event2026-03-31

Filed2026-05-15

IBIT

ISHARES BITCOIN TRUST ETF

0.82%

Shares17.2K

Event2026-03-31

Filed2026-05-15

FNDA

SCHWAB STRATEGIC TR

-0.66%

Shares20.2K

Event2026-03-31

Filed2026-05-15

ENB

ENBRIDGE INC

-40.24%

Shares12.0K

Event2026-03-31

Filed2026-05-15

MTB

M & T BK CORP

1.06%

Shares3.1K

Event2026-03-31

Filed2026-05-15

ICE

INTERCONTINENTAL EXCHANGE IN

-4.06%

Shares4.1K

Event2026-03-31

Filed2026-05-15

IEF

ISHARES TR

6.64%

Shares6.6K

Event2026-03-31

Filed2026-05-15

SHARKNINJA INC

-5.11%

Shares5.9K

Event2026-03-31

Filed2026-05-15

AXON

AXON ENTERPRISE INC

11.89%

Shares1.5K

Event2026-03-31

Filed2026-05-15

UPS

UNITED PARCEL SVCS INC

24.17%

Shares6.3K

Event2026-03-31

Filed2026-05-15

DFIV

DIMENSIONAL ETF TRUST

-2.08%

Shares11.7K

Event2026-03-31

Filed2026-05-15

OXY

OCCIDENTAL PETE CORP

7.27%

Shares9.5K

Event2026-03-31

Filed2026-05-15

IVW

ISHARES TR

1.68%

Shares5.4K

Event2026-03-31

Filed2026-05-15

BROOKFIELD CORP

-0.41%

Shares14.9K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

-5.71%

Shares6.5K

Event2026-03-31

Filed2026-05-15

GPC

GENUINE PARTS CO

0.14%

Shares5.6K

Event2026-03-31

Filed2026-05-15

ALTRIA GROUP INC

-6.21%

Shares8.9K

Event2026-03-31

Filed2026-05-15

DFAU

DIMENSIONAL ETF TRUST

-17.75%

Shares12.7K

Event2026-03-31

Filed2026-05-15

CME

CME GROUP INC

-15.57%

Shares1.9K

Event2026-03-31

Filed2026-05-15

VICI

VICI PPTYS INC

-0.62%

Shares20.8K

Event2026-03-31

Filed2026-05-15

MDLZ

MONDELEZ INTL INC

0.70%

Shares9.7K

Event2026-03-31

Filed2026-05-15

DFAI

DIMENSIONAL ETF TRUST

2.00%

Shares14.4K

Event2026-03-31

Filed2026-05-15

UNP

UNION PAC CORP

0.96%

Shares2.3K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

-11.09%

Shares2.1K

Event2026-03-31

Filed2026-05-15

CTVA

CORTEVA INC

-35.89%

Shares6.6K

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRS INC

103.37%

Shares2.8K

Event2026-03-31

Filed2026-05-15

DOC

HEALTHPEAK PROPERTIES INC

0.64%

Shares32.8K

Event2026-03-31

Filed2026-05-15

CMCSA

COMCAST CORP NEW

-2.21%

Shares18.4K

Event2026-03-31

Filed2026-05-15

AER

AERCAP HOLDINGS NV

-2.98%

Shares3.8K

Event2026-03-31

Filed2026-05-15

INTC

INTEL CORP

-7.08%

Shares12.0K

Event2026-03-31

Filed2026-05-15

DUHP

DIMENSIONAL ETF TRUST

0.18%

Shares13.9K

Event2026-03-31

Filed2026-05-15

ROKU

ROKU INC

-11.23%

Shares5.4K

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-15

HAS

HASBRO INC

-1.51%

Shares5.4K

Event2026-03-31

Filed2026-05-15

NOW

SERVICENOW INC

-2.64%

Shares4.8K

Event2026-03-31

Filed2026-05-15

DOW

DOW HLDGS INC

0.53%

Shares12.0K

Event2026-03-31

Filed2026-05-15

GE AEROSPACE

0.34%

Shares1.8K

Event2026-03-31

Filed2026-05-15

ALC

ALCON AG

-8.90%

Shares6.6K

Event2026-03-31

Filed2026-05-15

TJX

TJX COS INC NEW

0.88%

Shares3.1K

Event2026-03-31

Filed2026-05-15

SHV

ISHARES TR

New

Shares4.5K

Event2026-03-31

Filed2026-05-15

AOS

SMITH A O CORP

-0.34%

Shares7.3K

Event2026-03-31

Filed2026-05-15

COCA COLA CO

0.38%

Shares6.3K

Event2026-03-31

Filed2026-05-15

SCHA

SCHWAB STRATEGIC TR

4.47%

Shares16.4K

Event2026-03-31

Filed2026-05-15

SDY

SPDR SERIES TRUST

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-15

EDV

VANGUARD WORLD FD

0.00%

Shares7.3K

Event2026-03-31

Filed2026-05-15

LEN

LENNAR CORP

-0.20%

Shares5.4K

Event2026-03-31

Filed2026-05-15

CACI

CACI INTL INC

0.00%

Shares868

Event2026-03-31

Filed2026-05-15

FIX

COMFORT SYS USA INC

New

Shares341

Event2026-03-31

Filed2026-05-15

ANNALY CAPITAL MANAGEMENT IN

2.31%

Shares21.9K

Event2026-03-31

Filed2026-05-15

BKLC

BNY MELLON ETF TRUST

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-15

ALCOA CORP

New

Shares6.8K

Event2026-03-31

Filed2026-05-15

FIXD

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares10.4K

Event2026-03-31

Filed2026-05-15

CROWN CASTLE INC

1.03%

Shares5.5K

Event2026-03-31

Filed2026-05-15

VSS

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

2.63%

Shares1.5K

Event2026-03-31

Filed2026-05-15

BKNG

BOOKING HOLDINGS INC

-14.88%

Shares103

Event2026-03-31

Filed2026-05-15

AGG

ISHARES TR

-0.05%

Shares4.4K

Event2026-03-31

Filed2026-05-15

ATO

ATMOS ENERGY CORP

New

Shares2.3K

Event2026-03-31

Filed2026-05-15

DIS

DISNEY WALT CO

-13.20%

Shares4.4K

Event2026-03-31

Filed2026-05-15

RMD

RESMED INC

-0.85%

Shares1.9K

Event2026-03-31

Filed2026-05-15

FISR

SSGA ACTIVE TR

-18.78%

Shares16.2K

Event2026-03-31

Filed2026-05-15

APP

APPLOVIN CORP

-1.52%

Shares1.0K

Event2026-03-31

Filed2026-05-15

TPR

TAPESTRY INC

New

Shares2.9K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

0.00%

Shares8.9K

Event2026-03-31

Filed2026-05-15

SPHB

INVESCO EXCH TRADED FD TR II

-28.54%

Shares3.5K

Event2026-03-31

Filed2026-05-15

CRM

SALESFORCE INC

-48.62%

Shares2.1K

Event2026-03-31

Filed2026-05-15

AFRM

AFFIRM HLDGS INC

26.89%

Shares8.7K

Event2026-03-31

Filed2026-05-15

FHN

FIRST HORIZON CORPORATION

New

Shares17.0K

Event2026-03-31

Filed2026-05-15

QTEC

FIRST TR EXCHANGE-TRADED FD

-6.45%

Shares1.8K

Event2026-03-31

Filed2026-05-15

AMER SPORTS INC

-1.00%

Shares11.6K

Event2026-03-31

Filed2026-05-15

JEPI

J P MORGAN EXCHANGE TRADED F

-6.83%

Shares6.7K

Event2026-03-31

Filed2026-05-15

BCE

BCE INC

5.12%

Shares14.8K

Event2026-03-31

Filed2026-05-15

WPC

WP CAREY INC

0.33%

Shares5.5K

Event2026-03-31

Filed2026-05-15

XLP

SELECT SECTOR SPDR TR

-0.24%

Shares4.5K

Event2026-03-31

Filed2026-05-15

BND

VANGUARD BD INDEX FDS

-8.91%

Shares5.0K

Event2026-03-31

Filed2026-05-15

CEG

CONSTELLATION ENERGY CORP

-12.23%

Shares1.3K

Event2026-03-31

Filed2026-05-15

CELH

CELSIUS HLDGS INC

-3.54%

Shares9.8K

Event2026-03-31

Filed2026-05-15

XLV

SELECT SECTOR SPDR TR

3.48%

Shares2.3K

Event2026-03-31

Filed2026-05-15

ROCKET LAB CORP

-15.61%

Shares5.3K

Event2026-03-31

Filed2026-05-15

IYW

ISHARES TR

-0.85%

Shares1.9K

Event2026-03-31

Filed2026-05-15

APD

AIR PRODUCTS AND CHEMICALS I

2.93%

Shares1.2K

Event2026-03-31

Filed2026-05-15

ADBE

ADOBE INC

9.86%

Shares1.4K

Event2026-03-31

Filed2026-05-15

CENCORA INC

-55.71%

Shares1.1K

Event2026-03-31

Filed2026-05-15

ZTS

ZOETIS INC

2.82%

Shares2.7K

Event2026-03-31

Filed2026-05-15

VOE

VANGUARD INDEX FDS

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-15

SYY

SYSCO CORP

0.76%

Shares4.4K

Event2026-03-31

Filed2026-05-15

VXF

VANGUARD INDEX FDS

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-15

EPD

ENTERPRISE PRODS PARTNERS L

-4.46%

Shares8.2K

Event2026-03-31

Filed2026-05-15

XLU

SELECT SECTOR SPDR TR

2.52%

Shares6.7K

Event2026-03-31

Filed2026-05-15

EQIX

EQUINIX INC

-71.34%

Shares313

Event2026-03-31

Filed2026-05-15

ENERGY TRANSFER L P

-10.59%

Shares15.8K

Event2026-03-31

Filed2026-05-15

QSR

RESTAURANT BRANDS INTL INC

New

Shares4.1K

Event2026-03-31

Filed2026-05-15

DFLV

DIMENSIONAL ETF TRUST

-0.67%

Shares8.5K

Event2026-03-31

Filed2026-05-15

SGOV

ISHARES TR

New

Shares3.0K

Event2026-03-31

Filed2026-05-15

ARKK

ARK ETF TR

-0.77%

Shares4.4K

Event2026-03-31

Filed2026-05-15

KLAC

KLA CORP

-5.19%

Shares201

Event2026-03-31

Filed2026-05-15

DFSU

DIMENSIONAL ETF TRUST

0.00%

Shares7.1K

Event2026-03-31

Filed2026-05-15

BDX

BECTON DICKINSON & CO

2.15%

Shares1.9K

Event2026-03-31

Filed2026-05-15

MINT

PIMCO ETF TR

New

Shares2.8K

Event2026-03-31

Filed2026-05-15

PCG

PG&E CORP

0.23%

Shares15.7K

Event2026-03-31

Filed2026-05-15

ATMP

BARCLAYS BANK PLC

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-15

VDC

VANGUARD WORLD FD

-1.48%

Shares1.2K

Event2026-03-31

Filed2026-05-15

SYSB

ISHARES TR

-0.07%

Shares3.0K

Event2026-03-31

Filed2026-05-15

ESGU

ISHARES TR

-5.77%

Shares1.9K

Event2026-03-31

Filed2026-05-15

EVERSOURCE ENERGY

0.53%

Shares3.8K

Event2026-03-31

Filed2026-05-15

VIGI

VANGUARD WHITEHALL FDS

-0.14%

Shares2.9K

Event2026-03-31

Filed2026-05-15

SPTM

SPDR SERIES TRUST

-26.70%

Shares3.3K

Event2026-03-31

Filed2026-05-15

GEHC

GE HEALTHCARE TECHNOLOGIES I

-44.88%

Shares3.6K

Event2026-03-31

Filed2026-05-15

MDYV

SPDR SERIES TRUST

-12.30%

Shares3.0K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

-4.10%

Shares726

Event2026-03-31

Filed2026-05-15

COF

CAPITAL ONE FINL CORP

-54.46%

Shares1.4K

Event2026-03-31

Filed2026-05-15

AMAT

APPLIED MATLS INC

New

Shares743

Event2026-03-31

Filed2026-05-15

VGT

VANGUARD WORLD FD

0.00%

Shares362

Event2026-03-31

Filed2026-05-15

DON

WISDOMTREE TR

-0.37%

Shares4.8K

Event2026-03-31

Filed2026-05-15

IWB

ISHARES TR

1.29%

Shares705

Event2026-03-31

Filed2026-05-15

AJG

GALLAGHER ARTHUR J & CO

-11.37%

Shares1.2K

Event2026-03-31

Filed2026-05-15

SCHB

SCHWAB STRATEGIC TR

-0.39%

Shares9.7K

Event2026-03-31

Filed2026-05-15

AXP

AMERICAN EXPRESS CO

4.84%

Shares801

Event2026-03-31

Filed2026-05-15

BKT

BLACKROCK INCOME TR INC

-0.63%

Shares22.7K

Event2026-03-31

Filed2026-05-15

CRWD

CROWDSTRIKE HLDGS INC

1.51%

Shares607

Event2026-03-31

Filed2026-05-15

PEJ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-15

AON PLC

10.33%

Shares726

Event2026-03-31

Filed2026-05-15

MARVELL TECHNOLOGY INC

-55.13%

Shares2.4K

Event2026-03-31

Filed2026-05-15

ALNY

ALNYLAM PHARMACEUTICALS INC

New

Shares707

Event2026-03-31

Filed2026-05-15

OTIS

OTIS WORLDWIDE CORP

25.62%

Shares3.0K

Event2026-03-31

Filed2026-05-15

IEX

IDEX CORP

New

Shares1.2K

Event2026-03-31

Filed2026-05-15

DDOG

DATADOG INC

5.46%

Shares2.0K

Event2026-03-31

Filed2026-05-15

WIA

WESTERN ASSET INFLT LNK INC

-25.43%

Shares28.7K

Event2026-03-31

Filed2026-05-15

SBUX

STARBUCKS CORP

-7.23%

Shares2.6K

Event2026-03-31

Filed2026-05-15

CRSP

CRISPR THERAPEUTICS AG

25.39%

Shares4.8K

Event2026-03-31

Filed2026-05-15

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-15

IWS

ISHARES TR

-0.06%

Shares1.6K

Event2026-03-31

Filed2026-05-15

GPCR

STRUCTURE THERAPEUTICS INC

-36.80%

Shares4.7K

Event2026-03-31

Filed2026-05-15

IYT

ISHARES TR

0.07%

Shares3.0K

Event2026-03-31

Filed2026-05-15

KMB

KIMBERLY-CLARK CORP

1.12%

Shares2.4K

Event2026-03-31

Filed2026-05-15

HEI

HEICO CORP NEW

0.00%

Shares826

Event2026-03-31

Filed2026-05-15

IWF

ISHARES TR

5.89%

Shares521

Event2026-03-31

Filed2026-05-15

DHR

DANAHER CORP DEL

2.38%

Shares1.2K

Event2026-03-31

Filed2026-05-15

TSCO

TRACTOR SUPPLY CO

2.08%

Shares4.9K

Event2026-03-31

Filed2026-05-15

CNQ

CANADIAN NAT RES LTD MED TER

New

Shares4.5K

Event2026-03-31

Filed2026-05-15

RDVY

FIRST TR EXCHANGE TRADED FD

-16.20%

Shares3.2K

Event2026-03-31

Filed2026-05-15

DGX

QUEST DIAGNOSTICS INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

SSNC

SS&C TECH HLDGS

-47.19%

Shares3.2K

Event2026-03-31

Filed2026-05-15

AGGY

WISDOMTREE TR

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-15

IJK

ISHARES TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-15

BANK NEW YORK MELLON CORP

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-15

LNG

CHENIERE ENERGY INC

New

Shares733

Event2026-03-31

Filed2026-05-15

ALK

ALASKA AIR GROUP INC

-45.72%

Shares5.6K

Event2026-03-31

Filed2026-05-15

ORLY

OREILLY AUTOMOTIVE INC

0.91%

Shares2.2K

Event2026-03-31

Filed2026-05-15

AGILENT TECHNOLOGIES INC

14.94%

Shares1.8K

Event2026-03-31

Filed2026-05-15

SCHX

SCHWAB STRATEGIC TR

2.54%

Shares7.9K

Event2026-03-31

Filed2026-05-15

HUBBELL INC

New

Shares409

Event2026-03-31

Filed2026-05-15

XLI

SELECT SECTOR SPDR TR

New

Shares1.2K

Event2026-03-31

Filed2026-05-15

PTON

PELOTON INTERACTIVE INC

-10.42%

Shares44.2K

Event2026-03-31

Filed2026-05-15

CCJ

CAMECO CORP

-35.39%

Shares1.5K

Event2026-03-31

Filed2026-05-15

HAWAIIAN ELEC INDS INC MTN B

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-15

JFR

NUVEEN FLOATING RATE INCOME

-33.94%

Shares17.0K

Event2026-03-31

Filed2026-05-15

VGM

INVESCO TR INVT GRADE MUNS

New

Shares12.3K

Event2026-03-31

Filed2026-05-15

REPL

REPLIMUNE GROUP INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-15

OVID

OVID THERAPEUTICS INC

0.00%

Shares11.1K

Event2026-03-31

Filed2026-05-15

CLOV

CLOVER HEALTH INVESTMENTS CO

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-15

ABTC

AMERICAN BITCOIN CORP.

New

Shares11.1K

Event2026-03-31

Filed2026-05-15

TNYA

TENAYA THERAPEUTICS INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

XLI Call CallSELECT SECTOR SPDR TR2.4K sharesnew addition2026-03-312026-05-15

XLF Call CallSELECT SECTOR SPDR TR7.7K sharesnew addition2026-03-312026-05-15

TSM Call CallTAIWAN SEMICONDUCTOR MANUFAC1.0K sharesnew addition2026-03-312026-05-15

XLK Call CallSELECT SECTOR SPDR TR1.0K sharesnew addition2026-03-312026-05-15

CCJ Call CallCAMECO CORP700 shares-41.67%2026-03-312026-05-15

TSLA Call CallTESLA INC200 shares0.00%2026-03-312026-05-15

MSFT Call CallMICROSOFT CORP200 shares100.00%2026-03-312026-05-15

META Call CallMETA PLATFORMS INC100 shares-66.67%2026-03-312026-05-15

MARVELL TECHNOLOGY INC Call CallMARVELL TECHNOLOGY INC500 shares66.67%2026-03-312026-05-15

DIA Call CallSTATE STR SPDR DOW JONES IND100 sharesnew addition2026-03-312026-05-15

SNPS Call CallSYNOPSYS INC100 sharesnew addition2026-03-312026-05-15

ALC Call CallALCON AG500 shares0.00%2026-03-312026-05-15

ALPHABET INC Call CallALPHABET INC100 sharesnew addition2026-03-312026-05-15

OVID Call CallOVID THERAPEUTICS INC4.0K shares0.00%2026-03-312026-05-15

UBER Call CallUBER TECHNOLOGIES INC100 sharesnew addition2026-03-312026-05-15

XLI Call

SELECT SECTOR SPDR TR

New

Shares2.4K

Event2026-03-31

Filed2026-05-15

XLF Call

SELECT SECTOR SPDR TR

New

Shares7.7K

Event2026-03-31

Filed2026-05-15

TSM Call

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares1.0K

Event2026-03-31

Filed2026-05-15

XLK Call

SELECT SECTOR SPDR TR

New

Shares1.0K

Event2026-03-31

Filed2026-05-15

CCJ Call

CAMECO CORP

-41.67%

Shares700

Event2026-03-31

Filed2026-05-15

TSLA Call

TESLA INC

0.00%

Shares200

Event2026-03-31

Filed2026-05-15

MSFT Call

MICROSOFT CORP

100.00%

Shares200

Event2026-03-31

Filed2026-05-15

META Call

META PLATFORMS INC

-66.67%

Shares100

Event2026-03-31

Filed2026-05-15

MARVELL TECHNOLOGY INC Call

MARVELL TECHNOLOGY INC

66.67%

Shares500

Event2026-03-31

Filed2026-05-15

DIA Call

STATE STR SPDR DOW JONES IND

New

Shares100

Event2026-03-31

Filed2026-05-15

SNPS Call

SYNOPSYS INC

New

Shares100

Event2026-03-31

Filed2026-05-15

ALC Call

ALCON AG

0.00%

Shares500

Event2026-03-31

Filed2026-05-15

ALPHABET INC Call

ALPHABET INC

New

Shares100

Event2026-03-31

Filed2026-05-15

OVID Call

OVID THERAPEUTICS INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-15

UBER Call

UBER TECHNOLOGIES INC

New

Shares100

Event2026-03-31

Filed2026-05-15

Put Option Holdings

No put option holdings data available