Sponsored

The Analysis of Redwood Park Advisors LLC's Holdings & P&L

Currently, Redwood Park Advisors LLC holds 326 types of securities in its portfolio with a total value $135.2M. In the most recent quarter, they have increased their positions in DFAR (+12.6K shares, valued at $298.2K), EEM (+4.8K shares, valued at $274.8K), GUNR (+4.5K shares, valued at $249.8K); decreased their positions in TSLA (-23.0K shares, valued at $8.6M), GBIL (-9.5K shares, valued at $949.7K), META (-535 shares, valued at $306.1K); initiated new positions in IEMG (+432 shares, valued at $30.1K), XLI (+156 shares, valued at $25.3K), VGK (+181 shares, valued at $14.9K).

1M P&L

+1.0M+0.81%

3M P&L

+327.1K+0.26%

HY P&L

+4.8M+3.92%

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/A111.7M

83.4%

2Internet Content & Information10.6M

7.9%

3Consumer Electronics3.0M

2.2%

Top Industries by Stock Count

1N/A94 stocks

31.9%

2Software - Application12 stocks

4.1%

3Semiconductors9 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GBIL GOLDMAN SACHS ETF TR481.6K shares-1.93%2026-03-312026-05-04

GLD SPDR GOLD TR25.2K shares-0.38%2026-03-312026-05-04

META META PLATFORMS INC18.5K shares-2.82%2026-03-312026-05-04

SPY STATE STR SPDR S&P 500 ETF T12.4K shares-0.11%2026-03-312026-05-04

AGG ISHARES TR68.5K shares1.74%2026-03-312026-05-04

USMV ISHARES TR67.4K shares-0.13%2026-03-312026-05-04

DFLV DIMENSIONAL ETF TRUST154.7K shares1.83%2026-03-312026-05-04

DFAI DIMENSIONAL ETF TRUST116.7K shares-0.50%2026-03-312026-05-04

Sponsored

TOTL SSGA ACTIVE ETF TR85.1K shares-5.53%2026-03-312026-05-04

AAPL APPLE INC11.7K shares-3.50%2026-03-312026-05-04

DFAT DIMENSIONAL ETF TRUST47.2K shares-0.20%2026-03-312026-05-04

GUNR FLEXSHARES TR50.1K shares9.93%2026-03-312026-05-04

DFAR DIMENSIONAL ETF TRUST71.5K shares21.42%2026-03-312026-05-04

EFA ISHARES TR10.8K shares-2.70%2026-03-312026-05-04

EEM ISHARES TR18.4K shares35.73%2026-03-312026-05-04

GNR SPDR INDEX SHS FDS11.1K shares0.00%2026-03-312026-05-04

Sponsored

ADBE ADOBE INC2.7K shares-0.15%2026-03-312026-05-04

AMZN AMAZON COM INC3.1K shares-2.38%2026-03-312026-05-04

AVUV AMERICAN CENTY ETF TR5.0K shares0.28%2026-03-312026-05-04

BIL SPDR SERIES TRUST4.9K shares-1.09%2026-03-312026-05-04

SLYV SPDR SERIES TRUST4.7K shares-4.24%2026-03-312026-05-04

AOR ISHARES TR6.9K shares4.43%2026-03-312026-05-04

BND VANGUARD BD INDEX FDS6.0K shares-3.68%2026-03-312026-05-04

AVLV AMERICAN CENTY ETF TR5.3K shares-0.54%2026-03-312026-05-04

Sponsored

CDNS CADENCE DESIGN SYSTEM INC1.5K shares0.00%2026-03-312026-05-04

CSCO CISCO SYS INC5.0K shares0.28%2026-03-312026-05-04

MSFT MICROSOFT CORP984 shares2.61%2026-03-312026-05-04

SDY SPDR SERIES TRUST2.4K shares0.08%2026-03-312026-05-04

ADSK AUTODESK INC1.4K shares-0.07%2026-03-312026-05-04

UNP UNION PAC CORP1.4K shares0.15%2026-03-312026-05-04

XOM EXXON MOBIL CORP2.0K shares0.62%2026-03-312026-05-04

TXN TEXAS INSTRS INC1.7K shares-0.12%2026-03-312026-05-04

Sponsored

MDY STATE STR SPDR S&P MIDCAP 40515 shares-6.87%2026-03-312026-05-04

TSM TAIWAN SEMICONDUCTOR MANUFAC908 shares0.00%2026-03-312026-05-04

IVV ISHARES TR460 shares0.22%2026-03-312026-05-04

DFUS DIMENSIONAL ETF TRUST4.2K shares0.24%2026-03-312026-05-04

ALPHABET INC ALPHABET INC881 shares-2.33%2026-03-312026-05-04

MERCK & CO INC MERCK & CO INC2.1K shares0.62%2026-03-312026-05-04

AMGN AMGEN INC700 shares-0.14%2026-03-312026-05-04

GLDM WORLD GOLD TR2.6K shares42.87%2026-03-312026-05-04

Sponsored

BIV VANGUARD BD INDEX FDS3.1K shares0.68%2026-03-312026-05-04

JNJ JOHNSON & JOHNSON912 shares5.07%2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS3.4K shares0.00%2026-03-312026-05-04

RBLX ROBLOX CORP3.8K shares0.00%2026-03-312026-05-04

NVDA NVIDIA CORPORATION1.2K shares-5.72%2026-03-312026-05-04

NFLX NETFLIX INC.2.0K shares14.71%2026-03-312026-05-04

SCHY SCHWAB STRATEGIC TR5.8K shares0.00%2026-03-312026-05-04

BAC BANK AMERICA CORP3.3K shares0.00%2026-03-312026-05-04

Sponsored

EXPO EXPONENT INC2.3K shares0.09%2026-03-312026-05-04

PBR PETROLEO BRASILEIRO S A6.8K shares0.00%2026-03-312026-05-04

VZ VERIZON COMMUNICATIONS INC2.8K shares0.32%2026-03-312026-05-04

DLY DOUBLELINE YIELD OPPORTUNITI9.7K shares-9.75%2026-03-312026-05-04

XLE SELECT SECTOR SPDR TR2.1K shares145.77%2026-03-312026-05-04

NFRA FLEXSHARES TR2.0K shares-19.63%2026-03-312026-05-04

DE DEERE & CO222 shares0.45%2026-03-312026-05-04

PANW PALO ALTO NETWORKS INC763 shares0.00%2026-03-312026-05-04

Sponsored

AVDE AMERICAN CENTY ETF TR1.4K shares0.07%2026-03-312026-05-04

HYS PIMCO ETF TR1.3K shares0.00%2026-03-312026-05-04

MDLZ MONDELEZ INTL INC2.0K shares0.85%2026-03-312026-05-04

DGRO ISHARES TR1.6K shares0.00%2026-03-312026-05-04

CEG CONSTELLATION ENERGY CORP399 shares0.00%2026-03-312026-05-04

NEM NEWMONT CORP1.0K shares-0.39%2026-03-312026-05-04

IJH ISHARES TR1.6K shares12.78%2026-03-312026-05-04

VGT VANGUARD WORLD FD154 shares0.00%2026-03-312026-05-04

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL219 shares0.00%2026-03-312026-05-04

VTV VANGUARD INDEX FDS525 shares0.00%2026-03-312026-05-04

SO SOUTHERN CO1.0K shares-0.48%2026-03-312026-05-04

ALPHABET INC ALPHABET INC349 shares4.18%2026-03-312026-05-04

ESMV ISHARES TR3.5K shares0.40%2026-03-312026-05-04

MCD MCDONALDS CORP309 shares0.00%2026-03-312026-05-04

ALPS ETF TR ALPS ETF TR1.8K shares0.16%2026-03-312026-05-04

KO COCA COLA CO1.2K shares-0.81%2026-03-312026-05-04

Sponsored

LGND LIGAND PHARMACEUTICALS INC415 shares0.00%2026-03-312026-05-04

XVV ISHARES TR1.7K shares0.24%2026-03-312026-05-04

BABA ALIBABA GROUP HLDG LTD643 shares0.00%2026-03-312026-05-04

CRM SALESFORCE INC408 shares0.00%2026-03-312026-05-04

BOND PIMCO ETF TR818 shares1.24%2026-03-312026-05-04

ORCL ORACLE CORP498 shares-17.14%2026-03-312026-05-04

PEP PEPSICO INC468 shares0.86%2026-03-312026-05-04

IWR ISHARES TR740 shares0.14%2026-03-312026-05-04

Sponsored

CVX CHEVRON CORPORATION341 shares0.89%2026-03-312026-05-04

V VISA INC232 shares-1.28%2026-03-312026-05-04

ITOT ISHARES TR481 shares6.89%2026-03-312026-05-04

ESGD ISHARES TR700 shares0.00%2026-03-312026-05-04

HD HOME DEPOT INC203 shares-0.49%2026-03-312026-05-04

PSLV SPROTT ASSET MANAGEMENT LP2.7K shares4.11%2026-03-312026-05-04

UPS UNITED PARCEL SVCS INC661 shares0.46%2026-03-312026-05-04

VANGUARD INDEX FDS VANGUARD INDEX FDS106 shares63.08%2026-03-312026-05-04

Sponsored

COST COSTCO WHOLESALE CORPORATION62 shares0.00%2026-03-312026-05-04

ITA ISHARES TR277 shares0.36%2026-03-312026-05-04

EXC EXELON CORP1.2K shares0.83%2026-03-312026-05-04

LINDE PLC LINDE PLC118 shares-1.67%2026-03-312026-05-04

RYAAY RYANAIR HOLDINGS PLC975 shares0.00%2026-03-312026-05-04

GPIX GOLDMAN SACHS ETF TR1.1K shares0.00%2026-03-312026-05-04

IEFA ISHARES TR601 shares-7.68%2026-03-312026-05-04

XLF SELECT SECTOR SPDR TR1.1K shares71.52%2026-03-312026-05-04

Sponsored

IWN ISHARES TR270 shares0.00%2026-03-312026-05-04

DFGR DIMENSIONAL ETF TRUST1.9K shares0.21%2026-03-312026-05-04

DFSV DIMENSIONAL ETF TRUST1.4K shares0.28%2026-03-312026-05-04

NOBL PROSHARES TR465 shares0.43%2026-03-312026-05-04

TSLA TESLA INC132 shares-99.43%2026-03-312026-05-04

IYJ ISHARES TR331 shares0.30%2026-03-312026-05-04

ABBV ABBVIE INC221 shares0.91%2026-03-312026-05-04

INTU INTUIT109 shares-0.91%2026-03-312026-05-04

Sponsored

BLACKROCK INC BLACKROCK INC48 shares-2.04%2026-03-312026-05-04

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW345 shares0.88%2026-03-312026-05-04

PROSHARES TR PROSHARES TR560 shares128.57%2026-03-312026-05-04

XLV SELECT SECTOR SPDR TR283 shares0.00%2026-03-312026-05-04

IAK ISHARES TR322 shares1.58%2026-03-312026-05-04

VUG VANGUARD INDEX FDS92 shares0.00%2026-03-312026-05-04

EATON CORP PLC EATON CORP PLC111 shares-0.89%2026-03-312026-05-04

VBR VANGUARD INDEX FDS179 shares0.56%2026-03-312026-05-04

Sponsored

CMCSA COMCAST CORP NEW1.3K shares0.00%2026-03-312026-05-04

T AT&T INC1.3K shares0.30%2026-03-312026-05-04

GDX VANECK ETF TRUST417 shares47.35%2026-03-312026-05-04

IYR ISHARES TR397 shares0.76%2026-03-312026-05-04

GBTC GRAYSCALE BITCOIN TRUST ETF710 shares0.00%2026-03-312026-05-04

DFIV DIMENSIONAL ETF TRUST706 shares0.14%2026-03-312026-05-04

DIS DISNEY WALT CO379 shares0.53%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO121 shares0.00%2026-03-312026-05-04

Sponsored

WM WASTE MGMT INC DEL152 shares0.00%2026-03-312026-05-04

QCOM QUALCOMM INC270 shares-3.91%2026-03-312026-05-04

INDA ISHARES TR740 shares-20.26%2026-03-312026-05-04

ICE INTERCONTINENTAL EXCHANGE IN219 shares-0.90%2026-03-312026-05-04

IJR ISHARES TR254 shares0.00%2026-03-312026-05-04

RWR SPDR SERIES TRUST311 shares0.32%2026-03-312026-05-04

COWZ PACER FDS TR500 shares0.00%2026-03-312026-05-04

SLV ISHARES SILVER TR458 shares-11.24%2026-03-312026-05-04

Sponsored

ITB ISHARES TR341 shares0.00%2026-03-312026-05-04

IEMG ISHARES INC432 sharesnew addition2026-03-312026-05-04

RTX RTX CORPORATION155 shares0.00%2026-03-312026-05-04

UBER UBER TECHNOLOGIES INC413 shares0.00%2026-03-312026-05-04

KEYS KEYSIGHT TECHNOLOGIES INC100 shares0.00%2026-03-312026-05-04

WFC WELLS FARGO & CO347 shares0.58%2026-03-312026-05-04

PFE PFIZER INC971 shares-2.02%2026-03-312026-05-04

IWB ISHARES TR76 shares-10.59%2026-03-312026-05-04

Sponsored

PHO INVESCO EXCHANGE TRADED FD T387 shares0.00%2026-03-312026-05-04

PG PROCTER & GAMBLE CO175 shares-3.31%2026-03-312026-05-04

XLI SELECT SECTOR SPDR TR156 sharesnew addition2026-03-312026-05-04

UNH UNITEDHEALTH GROUP INC91 shares0.00%2026-03-312026-05-04

MO ALTRIA GROUP INC372 shares1.92%2026-03-312026-05-04

GE AEROSPACE GE AEROSPACE86 shares-17.31%2026-03-312026-05-04

VEGN ETF SER SOLUTIONS418 shares0.24%2026-03-312026-05-04

ITW ILLINOIS TOOL WKS INC90 shares-1.10%2026-03-312026-05-04

Sponsored

INVESCO QQQ TR INVESCO QQQ TR40 shares0.00%2026-03-312026-05-04

A AGILENT TECHNOLOGIES INC201 shares0.00%2026-03-312026-05-04

ABT ABBOTT LABORATORIES215 shares-3.15%2026-03-312026-05-04

FCX FREEPORT MCMORAN INC361 shares0.28%2026-03-312026-05-04

BIDU BAIDU INC185 shares0.00%2026-03-312026-05-04

SANA SANA BIOTECHNOLOGY INC7.1K shares0.00%2026-03-312026-05-04

VERA VERA THERAPEUTICS INC500 shares0.00%2026-03-312026-05-04

TIDAL TRUST III TIDAL TRUST III788 shares-26.70%2026-03-312026-05-04

Sponsored

ICF ISHARES TR314 shares0.32%2026-03-312026-05-04

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND97 shares0.00%2026-03-312026-05-04

DFAE DIMENSIONAL ETF TRUST541 shares0.19%2026-03-312026-05-04

ROST ROSS STORES INC84 shares-1.18%2026-03-312026-05-04

GDXJ VANECK ETF TRUST150 shares0.00%2026-03-312026-05-04

GEV GE VERNOVA INC20 shares-16.67%2026-03-312026-05-04

CLX CLOROX CO DEL164 shares0.61%2026-03-312026-05-04

BROADCOM INC BROADCOM INC52 shares-18.75%2026-03-312026-05-04

Sponsored

STERIS PLC STERIS PLC70 shares0.00%2026-03-312026-05-04

INTC INTEL CORP349 shares14.43%2026-03-312026-05-04

FE FIRSTENERGY CORP300 shares0.00%2026-03-312026-05-04

TPG TPG INC372 shares0.00%2026-03-312026-05-04

VGK VANGUARD INTL EQUITY INDEX F181 sharesnew addition2026-03-312026-05-04

TM TOYOTA MOTOR CORP70 sharesnew addition2026-03-312026-05-04

PAYX PAYCHEX INC135 shares1.50%2026-03-312026-05-04

IWP ISHARES TR96 shares0.00%2026-03-312026-05-04

Sponsored

INVESTMENT MANAGERS SER TR I INVESTMENT MANAGERS SER TR I482 shares0.00%2026-03-312026-05-04

VTWO VANGUARD SCOTTSDALE FDS118 sharesnew addition2026-03-312026-05-04

HON HONEYWELL INTL INC50 shares21.95%2026-03-312026-05-04

YUM YUM BRANDS INC71 shares0.00%2026-03-312026-05-04

NDSN NORDSON CORP40 shares0.00%2026-03-312026-05-04

FLLA FRANKLIN TEMPLETON ETF TR367 sharesnew addition2026-03-312026-05-04

KMB KIMBERLY-CLARK CORP102 shares0.00%2026-03-312026-05-04

SYY SYSCO CORP137 shares-2.14%2026-03-312026-05-04

Sponsored

XJH ISHARES TR212 shares0.47%2026-03-312026-05-04

GILD GILEAD SCIENCES INC67 shares-9.46%2026-03-312026-05-04

SPSM SPDR SERIES TRUST189 shares0.53%2026-03-312026-05-04

EWZ ISHARES INC234 shares0.43%2026-03-312026-05-04

OKE ONEOK INC NEW98 shares1.03%2026-03-312026-05-04

KWEB KRANESHARES TRUST302 shares0.00%2026-03-312026-05-04

AWR AMER STATES WTR CO113 shares0.89%2026-03-312026-05-04

NJR NEW JERSEY RES CORP155 shares1.31%2026-03-312026-05-04

Sponsored

COMP COMPASS INC1.2K sharesnew addition2026-03-312026-05-04

WMT WALMART INC66 shares0.00%2026-03-312026-05-04

QUAL ISHARES TR40 shares0.00%2026-03-312026-05-04

XBI SPDR SERIES TRUST60 shares0.00%2026-03-312026-05-04

MA MASTERCARD INCORPORATED15 shares-11.76%2026-03-312026-05-04

AMAT APPLIED MATLS INC20 shares-13.04%2026-03-312026-05-04

LLY ELI LILLY & CO7 shares0.00%2026-03-312026-05-04

PH PARKER-HANNIFIN CORP7 shares0.00%2026-03-312026-05-04

Sponsored

NKE NIKE INC114 shares0.88%2026-03-312026-05-04

ELV ELEVANCE HEALTH INC FORMERLY20 shares0.00%2026-03-312026-05-04

FVD FIRST TR EXCHANGE-TRADED FD125 shares0.00%2026-03-312026-05-04

BLACKSTONE INC BLACKSTONE INC50 shares0.00%2026-03-312026-05-04

WBD WARNER BROS DISCOVERY INC200 sharesnew addition2026-03-312026-05-04

NULV NUSHARES ETF TR111 shares0.00%2026-03-312026-05-04

AXP AMERICAN EXPRESS CO16 shares-11.11%2026-03-312026-05-04

AVNW AVIAT NETWORKS INC202 shares0.00%2026-03-312026-05-04

Sponsored

NOG NORTHERN OIL & GAS INC150 shares0.00%2026-03-312026-05-04

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET142 shares0.00%2026-03-312026-05-04

ADI ANALOG DEVICES INC13 shares-13.33%2026-03-312026-05-04

HIG HARTFORD INSURANCE GROUP INC29 shares0.00%2026-03-312026-05-04

TTD THE TRADE DESK INC170 sharesnew addition2026-03-312026-05-04

BSX BOSTON SCIENTIFIC CORP58 shares-4.92%2026-03-312026-05-04

SPDW SPDR INDEX SHS FDS79 shares0.00%2026-03-312026-05-04

SARK INVESTMENT MANAGERS SER TR I106 shares0.00%2026-03-312026-05-04

Sponsored

IBIT ISHARES BITCOIN TRUST ETF90 shares5.88%2026-03-312026-05-04

OABI OMNIAB INC2.2K shares0.00%2026-03-312026-05-04

IBM INTERNATIONAL BUSINESS MACHS14 shares-12.50%2026-03-312026-05-04

MAR MARRIOTT INTL INC NEW10 shares0.00%2026-03-312026-05-04

CF CF INDUSTRIES HOLD25 sharesnew addition2026-03-312026-05-04

PLTR PALANTIR TECHNOLOGIES INC22 shares0.00%2026-03-312026-05-04

NOW SERVICENOW INC30 shares-25.00%2026-03-312026-05-04

DRI DARDEN RESTAURANTS INC15 shares0.00%2026-03-312026-05-04

Sponsored

CARR CARRIER GLOBAL CORPORATION53 shares0.00%2026-03-312026-05-04

WELL WELLTOWER INC15 shares0.00%2026-03-312026-05-04

AMD ADVANCED MICRO DEVICES INC14 shares-26.32%2026-03-312026-05-04

IPI INTREPID POTASH INC60 sharesnew addition2026-03-312026-05-04

MOS MOSAIC CO100 sharesnew addition2026-03-312026-05-04

OPRA OPERA LTD176 shares0.00%2026-03-312026-05-04

CAT CATERPILLAR INC3 shares-25.00%2026-03-312026-05-04

MU MICRON TECHNOLOGY INC6 shares50.00%2026-03-312026-05-04

Sponsored

VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC53 sharesnew addition2026-03-312026-05-04

LAM RESEARCH CORP LAM RESEARCH CORP8 shares33.33%2026-03-312026-05-04

PCG PG&E CORP90 shares0.00%2026-03-312026-05-04

NAVAN INC NAVAN INC120 shares0.00%2026-03-312026-05-04

VTRS VIATRIS INC107 shares0.94%2026-03-312026-05-04

GEHC GE HEALTHCARE TECHNOLOGIES I18 shares-25.00%2026-03-312026-05-04

TJX TJX COS INC NEW7 shares-30.00%2026-03-312026-05-04

SCHW SCHWAB CHARLES CORP11 shares-21.43%2026-03-312026-05-04

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3 sharesnew addition2026-03-312026-05-04

ISRG INTUITIVE SURGICAL INC2 shares-33.33%2026-03-312026-05-04

MCK MCKESSON CORP1 shares-50.00%2026-03-312026-05-04

GS GOLDMAN SACHS GROUP INC1 shares-66.67%2026-03-312026-05-04

NEE NEXTERA ENERGY INC9 shares0.00%2026-03-312026-05-04

APP APPLOVIN CORP2 sharesnew addition2026-03-312026-05-04

PGR PROGRESSIVE CORP4 shares-20.00%2026-03-312026-05-04

SNPS SYNOPSYS INC2 shares100.00%2026-03-312026-05-04

Sponsored

JCI JOHNSON CONTROLS INTERNATION6 shares200.00%2026-03-312026-05-04

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC10 shares0.00%2026-03-312026-05-04

COF CAPITAL ONE FINL CORP4 shares-33.33%2026-03-312026-05-04

SCHX SCHWAB STRATEGIC TR28 shares180.00%2026-03-312026-05-04

SBUX STARBUCKS CORP8 shares-11.11%2026-03-312026-05-04

LOW LOWES COS INC3 shares-25.00%2026-03-312026-05-04

ACRV ACRIVON THERAPEUTICS INC500 shares0.00%2026-03-312026-05-04

HWM HOWMET AEROSPACE INC3 shares50.00%2026-03-312026-05-04

Sponsored

CTSH COGNIZANT TECHNOLOGY SOLUTIO11 shares-21.43%2026-03-312026-05-04

PLD PROLOGIS INC.5 shares-16.67%2026-03-312026-05-04

SYK STRYKER CORPORATION2 shares-33.33%2026-03-312026-05-04

CB CHUBB LTD SWITZ2 shares-50.00%2026-03-312026-05-04

WDAY WORKDAY INC5 sharesnew addition2026-03-312026-05-04

AON PLC AON PLC2 shares-60.00%2026-03-312026-05-04

ADP AUTOMATIC DATA PROCESSING IN3 shares-57.14%2026-03-312026-05-04

LMT LOCKHEED MARTIN CORP1 shares-50.00%2026-03-312026-05-04

Sponsored

GM GENERAL MTRS CO8 shares-20.00%2026-03-312026-05-04

CME CME GROUP INC2 shares-33.33%2026-03-312026-05-04

NXPI NXP SEMICONDUCTORS N V3 shares-25.00%2026-03-312026-05-04

MMM 3M CO4 shares-33.33%2026-03-312026-05-04

PCAR PACCAR INC5 shares66.67%2026-03-312026-05-04

EW EDWARDS LIFESCIENCES CORP7 shares-50.00%2026-03-312026-05-04

NACP TIDAL TRUST III11 shares0.00%2026-03-312026-05-04

CMI CUMMINS INC1 shares0.00%2026-03-312026-05-04

Sponsored

THE CIGNA GROUP THE CIGNA GROUP2 shares-33.33%2026-03-312026-05-04

IMSR TERRESTRIAL ENERGY INC87 sharesnew addition2026-03-312026-05-04

CTAS CINTAS CORP3 shares-25.00%2026-03-312026-05-04

VTR VENTAS INC6 shares-68.42%2026-03-312026-05-04

SRE SEMPRA5 shares-58.33%2026-03-312026-05-04

HCA HCA HEALTHCARE INC1 shares-66.67%2026-03-312026-05-04

AIG AMERICAN INTL GROUP INC6 shares-25.00%2026-03-312026-05-04

VRTX VERTEX PHARMACEUTICALS INC1 shares-50.00%2026-03-312026-05-04

Sponsored

AMP AMERIPRISE FINL INC1 shares0.00%2026-03-312026-05-04

RSG REPUBLIC SVCS INC2 shares100.00%2026-03-312026-05-04

AJG GALLAGHER ARTHUR J & CO2 shares-33.33%2026-03-312026-05-04

AME AMETEK INC2 shares-33.33%2026-03-312026-05-04

AXON AXON ENTERPRISE INC1 sharesnew addition2026-03-312026-05-04

CAH CARDINAL HEALTH INC2 shares-60.00%2026-03-312026-05-04

TMUS T-MOBILE US INC2 shares-50.00%2026-03-312026-05-04

CFG CITIZENS FINL GROUP INC7 shares-41.67%2026-03-312026-05-04

Sponsored

CTVA CORTEVA INC5 shares-37.50%2026-03-312026-05-04

DOV DOVER CORP2 shares0.00%2026-03-312026-05-04

TT TRANE TECHNOLOGIES PLC1 shares-50.00%2026-03-312026-05-04

ALL ALLSTATE CORP2 shares-60.00%2026-03-312026-05-04

AEP AMERICAN ELEC PWR CO INC3 shares0.00%2026-03-312026-05-04

DGX QUEST DIAGNOSTICS INC2 shares-50.00%2026-03-312026-05-04

ABNB AIRBNB INC3 shares0.00%2026-03-312026-05-04

TGT TARGET CORP3 shares-25.00%2026-03-312026-05-04

Sponsored

MNST MONSTER BEVERAGE CORP NEW5 shares-54.55%2026-03-312026-05-04

DLR DIGITAL RLTY TR INC2 shares-77.78%2026-03-312026-05-04

EFX EQUIFAX INC2 shares0.00%2026-03-312026-05-04

COOPER COS INC COOPER COS INC5 shares-58.33%2026-03-312026-05-04

FDX FEDEX CORP1 shares-50.00%2026-03-312026-05-04

ED CONSOLIDATED EDISON INC3 shares-25.00%2026-03-312026-05-04

NUE NUCOR CORP2 shares-33.33%2026-03-312026-05-04

EG EVEREST GROUP LTD1 shares0.00%2026-03-312026-05-04

Sponsored

IR INGERSOLL RAND INC4 shares-33.33%2026-03-312026-05-04

SHW SHERWIN WILLIAMS CO1 shares-50.00%2026-03-312026-05-04

CRH PLC CRH PLC3 sharesnew addition2026-03-312026-05-04

LDOS LEIDOS HOLDINGS INC2 sharesnew addition2026-03-312026-05-04

CMS CMS ENERGY CORP4 shares-20.00%2026-03-312026-05-04

APD AIR PRODUCTS AND CHEMICALS I1 shares-50.00%2026-03-312026-05-04

CORPAY INC CORPAY INC1 shares-50.00%2026-03-312026-05-04

RJF RAYMOND JAMES FINL INC2 shares-50.00%2026-03-312026-05-04

Sponsored

CBOE CBOE GLOBAL MKTS INC1 shares-66.67%2026-03-312026-05-04

ECL ECOLAB INC1 shares0.00%2026-03-312026-05-04

KIM KIMCO REALTY CORP11 shares-54.17%2026-03-312026-05-04

PHM PULTE GROUP INC2 shares0.00%2026-03-312026-05-04

NI NISOURCE INC5 shares0.00%2026-03-312026-05-04

GRMN GARMIN LTD1 shares-50.00%2026-03-312026-05-04

CITIGROUP INC CITIGROUP INC2 sharesnew addition2026-03-312026-05-04

PPG PPG INDS INC2 sharesnew addition2026-03-312026-05-04

Sponsored

HSY HERSHEY CO1 shares0.00%2026-03-312026-05-04

EA ELECTRONIC ARTS INC1 shares0.00%2026-03-312026-05-04

IEX IDEX CORP1 shares0.00%2026-03-312026-05-04

SPG SIMON PPTY GROUP INC NEW1 shares0.00%2026-03-312026-05-04

ATO ATMOS ENERGY CORP1 shares-50.00%2026-03-312026-05-04

ALB ALBEMARLE CORP1 shares0.00%2026-03-312026-05-04

TXT TEXTRON INC2 shares0.00%2026-03-312026-05-04

AVY AVERY DENNISON CORP1 shares0.00%2026-03-312026-05-04

Sponsored

OMC OMNICOM GROUP INC2 shares-33.33%2026-03-312026-05-04

DTE DTE ENERGY CO1 shares0.00%2026-03-312026-05-04

SHE SPDR SERIES TRUST1 shares0.00%2026-03-312026-05-04

O REALTY INCOME CORP2 shares0.00%2026-03-312026-05-04

EKSO EKSO BIONICS HLDGS INC2 shares0.00%2026-03-312026-05-04

GOVT ISHARES TRN/A sharesnew addition2026-03-312026-05-04

GBIL

GOLDMAN SACHS ETF TR

-1.93%

Shares481.6K

Event2026-03-31

Filed2026-05-04

GLD

SPDR GOLD TR

-0.38%

Shares25.2K

Event2026-03-31

Filed2026-05-04

META

META PLATFORMS INC

-2.82%

Shares18.5K

Event2026-03-31

Filed2026-05-04

SPY

STATE STR SPDR S&P 500 ETF T

-0.11%

Shares12.4K

Event2026-03-31

Filed2026-05-04

AGG

ISHARES TR

1.74%

Shares68.5K

Event2026-03-31

Filed2026-05-04

USMV

ISHARES TR

-0.13%

Shares67.4K

Event2026-03-31

Filed2026-05-04

DFLV

DIMENSIONAL ETF TRUST

1.83%

Shares154.7K

Event2026-03-31

Filed2026-05-04

DFAI

DIMENSIONAL ETF TRUST

-0.50%

Shares116.7K

Event2026-03-31

Filed2026-05-04

TOTL

SSGA ACTIVE ETF TR

-5.53%

Shares85.1K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

-3.50%

Shares11.7K

Event2026-03-31

Filed2026-05-04

DFAT

DIMENSIONAL ETF TRUST

-0.20%

Shares47.2K

Event2026-03-31

Filed2026-05-04

GUNR

FLEXSHARES TR

9.93%

Shares50.1K

Event2026-03-31

Filed2026-05-04

DFAR

DIMENSIONAL ETF TRUST

21.42%

Shares71.5K

Event2026-03-31

Filed2026-05-04

EFA

ISHARES TR

-2.70%

Shares10.8K

Event2026-03-31

Filed2026-05-04

EEM

ISHARES TR

35.73%

Shares18.4K

Event2026-03-31

Filed2026-05-04

GNR

SPDR INDEX SHS FDS

0.00%

Shares11.1K

Event2026-03-31

Filed2026-05-04

ADBE

ADOBE INC

-0.15%

Shares2.7K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

-2.38%

Shares3.1K

Event2026-03-31

Filed2026-05-04

AVUV

AMERICAN CENTY ETF TR

0.28%

Shares5.0K

Event2026-03-31

Filed2026-05-04

BIL

SPDR SERIES TRUST

-1.09%

Shares4.9K

Event2026-03-31

Filed2026-05-04

SLYV

SPDR SERIES TRUST

-4.24%

Shares4.7K

Event2026-03-31

Filed2026-05-04

AOR

ISHARES TR

4.43%

Shares6.9K

Event2026-03-31

Filed2026-05-04

BND

VANGUARD BD INDEX FDS

-3.68%

Shares6.0K

Event2026-03-31

Filed2026-05-04

AVLV

AMERICAN CENTY ETF TR

-0.54%

Shares5.3K

Event2026-03-31

Filed2026-05-04

CDNS

CADENCE DESIGN SYSTEM INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-04

CSCO

CISCO SYS INC

0.28%

Shares5.0K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

2.61%

Shares984

Event2026-03-31

Filed2026-05-04

SDY

SPDR SERIES TRUST

0.08%

Shares2.4K

Event2026-03-31

Filed2026-05-04

ADSK

AUTODESK INC

-0.07%

Shares1.4K

Event2026-03-31

Filed2026-05-04

UNP

UNION PAC CORP

0.15%

Shares1.4K

Event2026-03-31

Filed2026-05-04

XOM

EXXON MOBIL CORP

0.62%

Shares2.0K

Event2026-03-31

Filed2026-05-04

TXN

TEXAS INSTRS INC

-0.12%

Shares1.7K

Event2026-03-31

Filed2026-05-04

MDY

STATE STR SPDR S&P MIDCAP 40

-6.87%

Shares515

Event2026-03-31

Filed2026-05-04

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares908

Event2026-03-31

Filed2026-05-04

IVV

ISHARES TR

0.22%

Shares460

Event2026-03-31

Filed2026-05-04

DFUS

DIMENSIONAL ETF TRUST

0.24%

Shares4.2K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

-2.33%

Shares881

Event2026-03-31

Filed2026-05-04

MERCK & CO INC

0.62%

Shares2.1K

Event2026-03-31

Filed2026-05-04

AMGN

AMGEN INC

-0.14%

Shares700

Event2026-03-31

Filed2026-05-04

GLDM

WORLD GOLD TR

42.87%

Shares2.6K

Event2026-03-31

Filed2026-05-04

BIV

VANGUARD BD INDEX FDS

0.68%

Shares3.1K

Event2026-03-31

Filed2026-05-04

JNJ

JOHNSON & JOHNSON

5.07%

Shares912

Event2026-03-31

Filed2026-05-04

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-04

RBLX

ROBLOX CORP

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

-5.72%

Shares1.2K

Event2026-03-31

Filed2026-05-04

NFLX

NETFLIX INC.

14.71%

Shares2.0K

Event2026-03-31

Filed2026-05-04

SCHY

SCHWAB STRATEGIC TR

0.00%

Shares5.8K

Event2026-03-31

Filed2026-05-04

BAC

BANK AMERICA CORP

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-04

EXPO

EXPONENT INC

0.09%

Shares2.3K

Event2026-03-31

Filed2026-05-04

PBR

PETROLEO BRASILEIRO S A

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-04

VERIZON COMMUNICATIONS INC

0.32%

Shares2.8K

Event2026-03-31

Filed2026-05-04

DLY

DOUBLELINE YIELD OPPORTUNITI

-9.75%

Shares9.7K

Event2026-03-31

Filed2026-05-04

XLE

SELECT SECTOR SPDR TR

145.77%

Shares2.1K

Event2026-03-31

Filed2026-05-04

NFRA

FLEXSHARES TR

-19.63%

Shares2.0K

Event2026-03-31

Filed2026-05-04

DEERE & CO

0.45%

Shares222

Event2026-03-31

Filed2026-05-04

PANW

PALO ALTO NETWORKS INC

0.00%

Shares763

Event2026-03-31

Filed2026-05-04

AVDE

AMERICAN CENTY ETF TR

0.07%

Shares1.4K

Event2026-03-31

Filed2026-05-04

HYS

PIMCO ETF TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-04

MDLZ

MONDELEZ INTL INC

0.85%

Shares2.0K

Event2026-03-31

Filed2026-05-04

DGRO

ISHARES TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-04

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares399

Event2026-03-31

Filed2026-05-04

NEM

NEWMONT CORP

-0.39%

Shares1.0K

Event2026-03-31

Filed2026-05-04

IJH

ISHARES TR

12.78%

Shares1.6K

Event2026-03-31

Filed2026-05-04

VGT

VANGUARD WORLD FD

0.00%

Shares154

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares219

Event2026-03-31

Filed2026-05-04

VTV

VANGUARD INDEX FDS

0.00%

Shares525

Event2026-03-31

Filed2026-05-04

SOUTHERN CO

-0.48%

Shares1.0K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

4.18%

Shares349

Event2026-03-31

Filed2026-05-04

ESMV

ISHARES TR

0.40%

Shares3.5K

Event2026-03-31

Filed2026-05-04

MCD

MCDONALDS CORP

0.00%

Shares309

Event2026-03-31

Filed2026-05-04

ALPS ETF TR

0.16%

Shares1.8K

Event2026-03-31

Filed2026-05-04

COCA COLA CO

-0.81%

Shares1.2K

Event2026-03-31

Filed2026-05-04

LGND

LIGAND PHARMACEUTICALS INC

0.00%

Shares415

Event2026-03-31

Filed2026-05-04

XVV

ISHARES TR

0.24%

Shares1.7K

Event2026-03-31

Filed2026-05-04

BABA

ALIBABA GROUP HLDG LTD

0.00%

Shares643

Event2026-03-31

Filed2026-05-04

CRM

SALESFORCE INC

0.00%

Shares408

Event2026-03-31

Filed2026-05-04

BOND

PIMCO ETF TR

1.24%

Shares818

Event2026-03-31

Filed2026-05-04

ORCL

ORACLE CORP

-17.14%

Shares498

Event2026-03-31

Filed2026-05-04

PEP

PEPSICO INC

0.86%

Shares468

Event2026-03-31

Filed2026-05-04

IWR

ISHARES TR

0.14%

Shares740

Event2026-03-31

Filed2026-05-04

CVX

CHEVRON CORPORATION

0.89%

Shares341

Event2026-03-31

Filed2026-05-04

VISA INC

-1.28%

Shares232

Event2026-03-31

Filed2026-05-04

ITOT

ISHARES TR

6.89%

Shares481

Event2026-03-31

Filed2026-05-04

ESGD

ISHARES TR

0.00%

Shares700

Event2026-03-31

Filed2026-05-04

HOME DEPOT INC

-0.49%

Shares203

Event2026-03-31

Filed2026-05-04

PSLV

SPROTT ASSET MANAGEMENT LP

4.11%

Shares2.7K

Event2026-03-31

Filed2026-05-04

UPS

UNITED PARCEL SVCS INC

0.46%

Shares661

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

63.08%

Shares106

Event2026-03-31

Filed2026-05-04

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares62

Event2026-03-31

Filed2026-05-04

ITA

ISHARES TR

0.36%

Shares277

Event2026-03-31

Filed2026-05-04

EXC

EXELON CORP

0.83%

Shares1.2K

Event2026-03-31

Filed2026-05-04

LINDE PLC

-1.67%

Shares118

Event2026-03-31

Filed2026-05-04

RYAAY

RYANAIR HOLDINGS PLC

0.00%

Shares975

Event2026-03-31

Filed2026-05-04

GPIX

GOLDMAN SACHS ETF TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-04

IEFA

ISHARES TR

-7.68%

Shares601

Event2026-03-31

Filed2026-05-04

XLF

SELECT SECTOR SPDR TR

71.52%

Shares1.1K

Event2026-03-31

Filed2026-05-04

IWN

ISHARES TR

0.00%

Shares270

Event2026-03-31

Filed2026-05-04

DFGR

DIMENSIONAL ETF TRUST

0.21%

Shares1.9K

Event2026-03-31

Filed2026-05-04

DFSV

DIMENSIONAL ETF TRUST

0.28%

Shares1.4K

Event2026-03-31

Filed2026-05-04

NOBL

PROSHARES TR

0.43%

Shares465

Event2026-03-31

Filed2026-05-04

TSLA

TESLA INC

-99.43%

Shares132

Event2026-03-31

Filed2026-05-04

IYJ

ISHARES TR

0.30%

Shares331

Event2026-03-31

Filed2026-05-04

ABBV

ABBVIE INC

0.91%

Shares221

Event2026-03-31

Filed2026-05-04

INTU

INTUIT

-0.91%

Shares109

Event2026-03-31

Filed2026-05-04

BLACKROCK INC

-2.04%

Shares48

Event2026-03-31

Filed2026-05-04

DUKE ENERGY CORP NEW

0.88%

Shares345

Event2026-03-31

Filed2026-05-04

PROSHARES TR

128.57%

Shares560

Event2026-03-31

Filed2026-05-04

XLV

SELECT SECTOR SPDR TR

0.00%

Shares283

Event2026-03-31

Filed2026-05-04

IAK

ISHARES TR

1.58%

Shares322

Event2026-03-31

Filed2026-05-04

VUG

VANGUARD INDEX FDS

0.00%

Shares92

Event2026-03-31

Filed2026-05-04

EATON CORP PLC

-0.89%

Shares111

Event2026-03-31

Filed2026-05-04

VBR

VANGUARD INDEX FDS

0.56%

Shares179

Event2026-03-31

Filed2026-05-04

CMCSA

COMCAST CORP NEW

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-04

AT&T INC

0.30%

Shares1.3K

Event2026-03-31

Filed2026-05-04

GDX

VANECK ETF TRUST

47.35%

Shares417

Event2026-03-31

Filed2026-05-04

IYR

ISHARES TR

0.76%

Shares397

Event2026-03-31

Filed2026-05-04

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares710

Event2026-03-31

Filed2026-05-04

DFIV

DIMENSIONAL ETF TRUST

0.14%

Shares706

Event2026-03-31

Filed2026-05-04

DIS

DISNEY WALT CO

0.53%

Shares379

Event2026-03-31

Filed2026-05-04

JPM

JPMORGAN CHASE & CO

0.00%

Shares121

Event2026-03-31

Filed2026-05-04

WASTE MGMT INC DEL

0.00%

Shares152

Event2026-03-31

Filed2026-05-04

QCOM

QUALCOMM INC

-3.91%

Shares270

Event2026-03-31

Filed2026-05-04

INDA

ISHARES TR

-20.26%

Shares740

Event2026-03-31

Filed2026-05-04

ICE

INTERCONTINENTAL EXCHANGE IN

-0.90%

Shares219

Event2026-03-31

Filed2026-05-04

IJR

ISHARES TR

0.00%

Shares254

Event2026-03-31

Filed2026-05-04

RWR

SPDR SERIES TRUST

0.32%

Shares311

Event2026-03-31

Filed2026-05-04

COWZ

PACER FDS TR

0.00%

Shares500

Event2026-03-31

Filed2026-05-04

SLV

ISHARES SILVER TR

-11.24%

Shares458

Event2026-03-31

Filed2026-05-04

ITB

ISHARES TR

0.00%

Shares341

Event2026-03-31

Filed2026-05-04

IEMG

ISHARES INC

New

Shares432

Event2026-03-31

Filed2026-05-04

RTX

RTX CORPORATION

0.00%

Shares155

Event2026-03-31

Filed2026-05-04

UBER

UBER TECHNOLOGIES INC

0.00%

Shares413

Event2026-03-31

Filed2026-05-04

KEYS

KEYSIGHT TECHNOLOGIES INC

0.00%

Shares100

Event2026-03-31

Filed2026-05-04

WFC

WELLS FARGO & CO

0.58%

Shares347

Event2026-03-31

Filed2026-05-04

PFE

PFIZER INC

-2.02%

Shares971

Event2026-03-31

Filed2026-05-04

IWB

ISHARES TR

-10.59%

Shares76

Event2026-03-31

Filed2026-05-04

PHO

INVESCO EXCHANGE TRADED FD T

0.00%

Shares387

Event2026-03-31

Filed2026-05-04

PROCTER & GAMBLE CO

-3.31%

Shares175

Event2026-03-31

Filed2026-05-04

XLI

SELECT SECTOR SPDR TR

New

Shares156

Event2026-03-31

Filed2026-05-04

UNH

UNITEDHEALTH GROUP INC

0.00%

Shares91

Event2026-03-31

Filed2026-05-04

ALTRIA GROUP INC

1.92%

Shares372

Event2026-03-31

Filed2026-05-04

GE AEROSPACE

-17.31%

Shares86

Event2026-03-31

Filed2026-05-04

VEGN

ETF SER SOLUTIONS

0.24%

Shares418

Event2026-03-31

Filed2026-05-04

ITW

ILLINOIS TOOL WKS INC

-1.10%

Shares90

Event2026-03-31

Filed2026-05-04

INVESCO QQQ TR

0.00%

Shares40

Event2026-03-31

Filed2026-05-04

AGILENT TECHNOLOGIES INC

0.00%

Shares201

Event2026-03-31

Filed2026-05-04

ABT

ABBOTT LABORATORIES

-3.15%

Shares215

Event2026-03-31

Filed2026-05-04

FCX

FREEPORT MCMORAN INC

0.28%

Shares361

Event2026-03-31

Filed2026-05-04

BIDU

BAIDU INC

0.00%

Shares185

Event2026-03-31

Filed2026-05-04

SANA

SANA BIOTECHNOLOGY INC

0.00%

Shares7.1K

Event2026-03-31

Filed2026-05-04

VERA

VERA THERAPEUTICS INC

0.00%

Shares500

Event2026-03-31

Filed2026-05-04

TIDAL TRUST III

-26.70%

Shares788

Event2026-03-31

Filed2026-05-04

ICF

ISHARES TR

0.32%

Shares314

Event2026-03-31

Filed2026-05-04

ACCENTURE PLC IRELAND

0.00%

Shares97

Event2026-03-31

Filed2026-05-04

DFAE

DIMENSIONAL ETF TRUST

0.19%

Shares541

Event2026-03-31

Filed2026-05-04

ROST

ROSS STORES INC

-1.18%

Shares84

Event2026-03-31

Filed2026-05-04

GDXJ

VANECK ETF TRUST

0.00%

Shares150

Event2026-03-31

Filed2026-05-04

GEV

GE VERNOVA INC

-16.67%

Shares20

Event2026-03-31

Filed2026-05-04

CLX

CLOROX CO DEL

0.61%

Shares164

Event2026-03-31

Filed2026-05-04

BROADCOM INC

-18.75%

Shares52

Event2026-03-31

Filed2026-05-04

STERIS PLC

0.00%

Shares70

Event2026-03-31

Filed2026-05-04

INTC

INTEL CORP

14.43%

Shares349

Event2026-03-31

Filed2026-05-04

FIRSTENERGY CORP

0.00%

Shares300

Event2026-03-31

Filed2026-05-04

TPG

TPG INC

0.00%

Shares372

Event2026-03-31

Filed2026-05-04

VGK

VANGUARD INTL EQUITY INDEX F

New

Shares181

Event2026-03-31

Filed2026-05-04

TOYOTA MOTOR CORP

New

Shares70

Event2026-03-31

Filed2026-05-04

PAYX

PAYCHEX INC

1.50%

Shares135

Event2026-03-31

Filed2026-05-04

IWP

ISHARES TR

0.00%

Shares96

Event2026-03-31

Filed2026-05-04

INVESTMENT MANAGERS SER TR I

0.00%

Shares482

Event2026-03-31

Filed2026-05-04

VTWO

VANGUARD SCOTTSDALE FDS

New

Shares118

Event2026-03-31

Filed2026-05-04

HON

HONEYWELL INTL INC

21.95%

Shares50

Event2026-03-31

Filed2026-05-04

YUM

YUM BRANDS INC

0.00%

Shares71

Event2026-03-31

Filed2026-05-04

NDSN

NORDSON CORP

0.00%

Shares40

Event2026-03-31

Filed2026-05-04

FLLA

FRANKLIN TEMPLETON ETF TR

New

Shares367

Event2026-03-31

Filed2026-05-04

KMB

KIMBERLY-CLARK CORP

0.00%

Shares102

Event2026-03-31

Filed2026-05-04

SYY

SYSCO CORP

-2.14%

Shares137

Event2026-03-31

Filed2026-05-04

XJH

ISHARES TR

0.47%

Shares212

Event2026-03-31

Filed2026-05-04

GILD

GILEAD SCIENCES INC

-9.46%

Shares67

Event2026-03-31

Filed2026-05-04

SPSM

SPDR SERIES TRUST

0.53%

Shares189

Event2026-03-31

Filed2026-05-04

EWZ

ISHARES INC

0.43%

Shares234

Event2026-03-31

Filed2026-05-04

OKE

ONEOK INC NEW

1.03%

Shares98

Event2026-03-31

Filed2026-05-04

KWEB

KRANESHARES TRUST

0.00%

Shares302

Event2026-03-31

Filed2026-05-04

AWR

AMER STATES WTR CO

0.89%

Shares113

Event2026-03-31

Filed2026-05-04

NJR

NEW JERSEY RES CORP

1.31%

Shares155

Event2026-03-31

Filed2026-05-04

COMP

COMPASS INC

New

Shares1.2K

Event2026-03-31

Filed2026-05-04

WMT

WALMART INC

0.00%

Shares66

Event2026-03-31

Filed2026-05-04

QUAL

ISHARES TR

0.00%

Shares40

Event2026-03-31

Filed2026-05-04

XBI

SPDR SERIES TRUST

0.00%

Shares60

Event2026-03-31

Filed2026-05-04

MASTERCARD INCORPORATED

-11.76%

Shares15

Event2026-03-31

Filed2026-05-04

AMAT

APPLIED MATLS INC

-13.04%

Shares20

Event2026-03-31

Filed2026-05-04

LLY

ELI LILLY & CO

0.00%

Shares7

Event2026-03-31

Filed2026-05-04

PARKER-HANNIFIN CORP

0.00%

Shares7

Event2026-03-31

Filed2026-05-04

NKE

NIKE INC

0.88%

Shares114

Event2026-03-31

Filed2026-05-04

ELV

ELEVANCE HEALTH INC FORMERLY

0.00%

Shares20

Event2026-03-31

Filed2026-05-04

FVD

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares125

Event2026-03-31

Filed2026-05-04

BLACKSTONE INC

0.00%

Shares50

Event2026-03-31

Filed2026-05-04

WBD

WARNER BROS DISCOVERY INC

New

Shares200

Event2026-03-31

Filed2026-05-04

NULV

NUSHARES ETF TR

0.00%

Shares111

Event2026-03-31

Filed2026-05-04

AXP

AMERICAN EXPRESS CO

-11.11%

Shares16

Event2026-03-31

Filed2026-05-04

AVNW

AVIAT NETWORKS INC

0.00%

Shares202

Event2026-03-31

Filed2026-05-04

NOG

NORTHERN OIL & GAS INC

0.00%

Shares150

Event2026-03-31

Filed2026-05-04

GRAYSCALE BITCOIN MINI TR ET

0.00%

Shares142

Event2026-03-31

Filed2026-05-04

ADI

ANALOG DEVICES INC

-13.33%

Shares13

Event2026-03-31

Filed2026-05-04

HIG

HARTFORD INSURANCE GROUP INC

0.00%

Shares29

Event2026-03-31

Filed2026-05-04

TTD

THE TRADE DESK INC

New

Shares170

Event2026-03-31

Filed2026-05-04

BSX

BOSTON SCIENTIFIC CORP

-4.92%

Shares58

Event2026-03-31

Filed2026-05-04

SPDW

SPDR INDEX SHS FDS

0.00%

Shares79

Event2026-03-31

Filed2026-05-04

SARK

INVESTMENT MANAGERS SER TR I

0.00%

Shares106

Event2026-03-31

Filed2026-05-04

IBIT

ISHARES BITCOIN TRUST ETF

5.88%

Shares90

Event2026-03-31

Filed2026-05-04

OABI

OMNIAB INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-04

IBM

INTERNATIONAL BUSINESS MACHS

-12.50%

Shares14

Event2026-03-31

Filed2026-05-04

MAR

MARRIOTT INTL INC NEW

0.00%

Shares10

Event2026-03-31

Filed2026-05-04

CF INDUSTRIES HOLD

New

Shares25

Event2026-03-31

Filed2026-05-04

PLTR

PALANTIR TECHNOLOGIES INC

0.00%

Shares22

Event2026-03-31

Filed2026-05-04

NOW

SERVICENOW INC

-25.00%

Shares30

Event2026-03-31

Filed2026-05-04

DRI

DARDEN RESTAURANTS INC

0.00%

Shares15

Event2026-03-31

Filed2026-05-04

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares53

Event2026-03-31

Filed2026-05-04

WELL

WELLTOWER INC

0.00%

Shares15

Event2026-03-31

Filed2026-05-04

AMD

ADVANCED MICRO DEVICES INC

-26.32%

Shares14

Event2026-03-31

Filed2026-05-04

IPI

INTREPID POTASH INC

New

Shares60

Event2026-03-31

Filed2026-05-04

MOS

MOSAIC CO

New

Shares100

Event2026-03-31

Filed2026-05-04

OPRA

OPERA LTD

0.00%

Shares176

Event2026-03-31

Filed2026-05-04

CAT

CATERPILLAR INC

-25.00%

Shares3

Event2026-03-31

Filed2026-05-04

MICRON TECHNOLOGY INC

50.00%

Shares6

Event2026-03-31

Filed2026-05-04

VERSANT MEDIA GROUP INC

New

Shares53

Event2026-03-31

Filed2026-05-04

LAM RESEARCH CORP

33.33%

Shares8

Event2026-03-31

Filed2026-05-04

PCG

PG&E CORP

0.00%

Shares90

Event2026-03-31

Filed2026-05-04

NAVAN INC

0.00%

Shares120

Event2026-03-31

Filed2026-05-04

VTRS

VIATRIS INC

0.94%

Shares107

Event2026-03-31

Filed2026-05-04

GEHC

GE HEALTHCARE TECHNOLOGIES I

-25.00%

Shares18

Event2026-03-31

Filed2026-05-04

TJX

TJX COS INC NEW

-30.00%

Shares7

Event2026-03-31

Filed2026-05-04

SCHW

SCHWAB CHARLES CORP

-21.43%

Shares11

Event2026-03-31

Filed2026-05-04

GENERAL DYNAMICS CORP

New

Shares3

Event2026-03-31

Filed2026-05-04

ISRG

INTUITIVE SURGICAL INC

-33.33%

Shares2

Event2026-03-31

Filed2026-05-04

MCK

MCKESSON CORP

-50.00%

Shares1

Event2026-03-31

Filed2026-05-04

GOLDMAN SACHS GROUP INC

-66.67%

Shares1

Event2026-03-31

Filed2026-05-04

NEE

NEXTERA ENERGY INC

0.00%

Shares9

Event2026-03-31

Filed2026-05-04

APP

APPLOVIN CORP

New

Shares2

Event2026-03-31

Filed2026-05-04

PGR

PROGRESSIVE CORP

-20.00%

Shares4

Event2026-03-31

Filed2026-05-04

SNPS

SYNOPSYS INC

100.00%

Shares2

Event2026-03-31

Filed2026-05-04

JCI

JOHNSON CONTROLS INTERNATION

200.00%

Shares6

Event2026-03-31

Filed2026-05-04

SOLSTICE ADVANCED MATLS INC

0.00%

Shares10

Event2026-03-31

Filed2026-05-04

COF

CAPITAL ONE FINL CORP

-33.33%

Shares4

Event2026-03-31

Filed2026-05-04

SCHX

SCHWAB STRATEGIC TR

180.00%

Shares28

Event2026-03-31

Filed2026-05-04

SBUX

STARBUCKS CORP

-11.11%

Shares8

Event2026-03-31

Filed2026-05-04

LOW

LOWES COS INC

-25.00%

Shares3

Event2026-03-31

Filed2026-05-04

ACRV

ACRIVON THERAPEUTICS INC

0.00%

Shares500

Event2026-03-31

Filed2026-05-04

HWM

HOWMET AEROSPACE INC

50.00%

Shares3

Event2026-03-31

Filed2026-05-04

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

-21.43%

Shares11

Event2026-03-31

Filed2026-05-04

PLD

PROLOGIS INC.

-16.67%

Shares5

Event2026-03-31

Filed2026-05-04

SYK

STRYKER CORPORATION

-33.33%

Shares2

Event2026-03-31

Filed2026-05-04

CHUBB LTD SWITZ

-50.00%

Shares2

Event2026-03-31

Filed2026-05-04

WDAY

WORKDAY INC

New

Shares5

Event2026-03-31

Filed2026-05-04

AON PLC

-60.00%

Shares2

Event2026-03-31

Filed2026-05-04

ADP

AUTOMATIC DATA PROCESSING IN

-57.14%

Shares3

Event2026-03-31

Filed2026-05-04

LMT

LOCKHEED MARTIN CORP

-50.00%

Shares1

Event2026-03-31

Filed2026-05-04

GENERAL MTRS CO

-20.00%

Shares8

Event2026-03-31

Filed2026-05-04

CME

CME GROUP INC

-33.33%

Shares2

Event2026-03-31

Filed2026-05-04

NXPI

NXP SEMICONDUCTORS N V

-25.00%

Shares3

Event2026-03-31

Filed2026-05-04

MMM

3M CO

-33.33%

Shares4

Event2026-03-31

Filed2026-05-04

PCAR

PACCAR INC

66.67%

Shares5

Event2026-03-31

Filed2026-05-04

EDWARDS LIFESCIENCES CORP

-50.00%

Shares7

Event2026-03-31

Filed2026-05-04

NACP

TIDAL TRUST III

0.00%

Shares11

Event2026-03-31

Filed2026-05-04

CMI

CUMMINS INC

0.00%

Shares1

Event2026-03-31

Filed2026-05-04

THE CIGNA GROUP

-33.33%

Shares2

Event2026-03-31

Filed2026-05-04

IMSR

TERRESTRIAL ENERGY INC

New

Shares87

Event2026-03-31

Filed2026-05-04

CTAS

CINTAS CORP

-25.00%

Shares3

Event2026-03-31

Filed2026-05-04

VTR

VENTAS INC

-68.42%

Shares6

Event2026-03-31

Filed2026-05-04

SRE

SEMPRA

-58.33%

Shares5

Event2026-03-31

Filed2026-05-04

HCA

HCA HEALTHCARE INC

-66.67%

Shares1

Event2026-03-31

Filed2026-05-04

AIG

AMERICAN INTL GROUP INC

-25.00%

Shares6

Event2026-03-31

Filed2026-05-04

VRTX

VERTEX PHARMACEUTICALS INC

-50.00%

Shares1

Event2026-03-31

Filed2026-05-04

AMP

AMERIPRISE FINL INC

0.00%

Shares1

Event2026-03-31

Filed2026-05-04

RSG

REPUBLIC SVCS INC

100.00%

Shares2

Event2026-03-31

Filed2026-05-04

AJG

GALLAGHER ARTHUR J & CO

-33.33%

Shares2

Event2026-03-31

Filed2026-05-04

AME

AMETEK INC

-33.33%

Shares2

Event2026-03-31

Filed2026-05-04

AXON

AXON ENTERPRISE INC

New

Shares1

Event2026-03-31

Filed2026-05-04

CAH

CARDINAL HEALTH INC

-60.00%

Shares2

Event2026-03-31

Filed2026-05-04

TMUS

T-MOBILE US INC

-50.00%

Shares2

Event2026-03-31

Filed2026-05-04

CFG

CITIZENS FINL GROUP INC

-41.67%

Shares7

Event2026-03-31

Filed2026-05-04

CTVA

CORTEVA INC

-37.50%

Shares5

Event2026-03-31

Filed2026-05-04

DOV

DOVER CORP

0.00%

Shares2

Event2026-03-31

Filed2026-05-04

TRANE TECHNOLOGIES PLC

-50.00%

Shares1

Event2026-03-31

Filed2026-05-04

ALL

ALLSTATE CORP

-60.00%

Shares2

Event2026-03-31

Filed2026-05-04

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares3

Event2026-03-31

Filed2026-05-04

DGX

QUEST DIAGNOSTICS INC

-50.00%

Shares2

Event2026-03-31

Filed2026-05-04

ABNB

AIRBNB INC

0.00%

Shares3

Event2026-03-31

Filed2026-05-04

TGT

TARGET CORP

-25.00%

Shares3

Event2026-03-31

Filed2026-05-04

MNST

MONSTER BEVERAGE CORP NEW

-54.55%

Shares5

Event2026-03-31

Filed2026-05-04

DLR

DIGITAL RLTY TR INC

-77.78%

Shares2

Event2026-03-31

Filed2026-05-04

EFX

EQUIFAX INC

0.00%

Shares2

Event2026-03-31

Filed2026-05-04

COOPER COS INC

-58.33%

Shares5

Event2026-03-31

Filed2026-05-04

FDX

FEDEX CORP

-50.00%

Shares1

Event2026-03-31

Filed2026-05-04

CONSOLIDATED EDISON INC

-25.00%

Shares3

Event2026-03-31

Filed2026-05-04

NUE

NUCOR CORP

-33.33%

Shares2

Event2026-03-31

Filed2026-05-04

EVEREST GROUP LTD

0.00%

Shares1

Event2026-03-31

Filed2026-05-04

INGERSOLL RAND INC

-33.33%

Shares4

Event2026-03-31

Filed2026-05-04

SHW

SHERWIN WILLIAMS CO

-50.00%

Shares1

Event2026-03-31

Filed2026-05-04

CRH PLC

New

Shares3

Event2026-03-31

Filed2026-05-04

LDOS

LEIDOS HOLDINGS INC

New

Shares2

Event2026-03-31

Filed2026-05-04

CMS

CMS ENERGY CORP

-20.00%

Shares4

Event2026-03-31

Filed2026-05-04

APD

AIR PRODUCTS AND CHEMICALS I

-50.00%

Shares1

Event2026-03-31

Filed2026-05-04

CORPAY INC

-50.00%

Shares1

Event2026-03-31

Filed2026-05-04

RJF

RAYMOND JAMES FINL INC

-50.00%

Shares2

Event2026-03-31

Filed2026-05-04

CBOE

CBOE GLOBAL MKTS INC

-66.67%

Shares1

Event2026-03-31

Filed2026-05-04

ECL

ECOLAB INC

0.00%

Shares1

Event2026-03-31

Filed2026-05-04

KIM

KIMCO REALTY CORP

-54.17%

Shares11

Event2026-03-31

Filed2026-05-04

PHM

PULTE GROUP INC

0.00%

Shares2

Event2026-03-31

Filed2026-05-04

NISOURCE INC

0.00%

Shares5

Event2026-03-31

Filed2026-05-04

GRMN

GARMIN LTD

-50.00%

Shares1

Event2026-03-31

Filed2026-05-04

CITIGROUP INC

New

Shares2

Event2026-03-31

Filed2026-05-04

PPG

PPG INDS INC

New

Shares2

Event2026-03-31

Filed2026-05-04

HSY

HERSHEY CO

0.00%

Shares1

Event2026-03-31

Filed2026-05-04

ELECTRONIC ARTS INC

0.00%

Shares1

Event2026-03-31

Filed2026-05-04

IEX

IDEX CORP

0.00%

Shares1

Event2026-03-31

Filed2026-05-04

SPG

SIMON PPTY GROUP INC NEW

0.00%

Shares1

Event2026-03-31

Filed2026-05-04

ATO

ATMOS ENERGY CORP

-50.00%

Shares1

Event2026-03-31

Filed2026-05-04

ALB

ALBEMARLE CORP

0.00%

Shares1

Event2026-03-31

Filed2026-05-04

TXT

TEXTRON INC

0.00%

Shares2

Event2026-03-31

Filed2026-05-04

AVY

AVERY DENNISON CORP

0.00%

Shares1

Event2026-03-31

Filed2026-05-04

OMC

OMNICOM GROUP INC

-33.33%

Shares2

Event2026-03-31

Filed2026-05-04

DTE

DTE ENERGY CO

0.00%

Shares1

Event2026-03-31

Filed2026-05-04

SHE

SPDR SERIES TRUST

0.00%

Shares1

Event2026-03-31

Filed2026-05-04

REALTY INCOME CORP

0.00%

Shares2

Event2026-03-31

Filed2026-05-04

EKSO

EKSO BIONICS HLDGS INC

0.00%

Shares2

Event2026-03-31

Filed2026-05-04

GOVT

ISHARES TR

New

SharesN/A

Event2026-03-31

Filed2026-05-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

TSLA Put PutTESLA INC40.2K sharesnew addition2026-03-312026-05-04

TSLA Put

TESLA INC

New

Shares40.2K

Event2026-03-31

Filed2026-05-04