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The Analysis of Resurgent Financial Advisors LLC's Holdings & P&L

Currently, Resurgent Financial Advisors LLC holds 256 types of securities in its portfolio with a total value $274.4M. In the most recent quarter, they have increased their positions in N/A (+27.1K shares, valued at $7.8M), NVDA (+39.2K shares, valued at $6.8M), MSFT (+12.6K shares, valued at $4.7M); decreased their positions in IEMG (-8.0K shares, valued at $556.4K), BAC (-7.3K shares, valued at $355.6K), EFV (-4.4K shares, valued at $329.0K); initiated new positions in MCK (+3.9K shares, valued at $3.4M), SYK (+8.4K shares, valued at $2.8M), GWW (+2.2K shares, valued at $2.4M).

1M P&L

+6.9M+3.71%

3M P&L

+7.2M+3.91%

HY P&L

+17.1M+9.73%

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/A85.0M

47.2%

2Software - Infrastructure11.1M

6.1%

3Consumer Electronics9.1M

5.0%

Top Industries by Stock Count

1N/A102 stocks

51.0%

2Semiconductors7 stocks

3.5%

3Drug Manufacturers - General6 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ALPHABET INC ALPHABET INC44.2K shares158.96%2026-03-312026-05-13

NVDA NVIDIA CORPORATION69.8K shares128.08%2026-03-312026-05-13

MSFT MICROSOFT CORP32.9K shares62.24%2026-03-312026-05-13

AAPL APPLE INC44.0K shares32.11%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL15.1K shares31.28%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T7.8K shares48.85%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON19.7K shares60.96%2026-03-312026-05-13

VIG VANGUARD SPECIALIZED FUNDS22.3K shares3.55%2026-03-312026-05-13

Sponsored

JPM JPMORGAN CHASE & CO16.2K shares-3.66%2026-03-312026-05-13

V VISA INC15.0K shares312.03%2026-03-312026-05-13

LLY ELI LILLY & CO4.7K shares391.71%2026-03-312026-05-13

BROADCOM INC BROADCOM INC12.6K shares151.19%2026-03-312026-05-13

XOM EXXON MOBIL CORP22.9K shares9.45%2026-03-312026-05-13

TPL TEXAS PACIFIC LAND CORPORATI8.0K shares-0.37%2026-03-312026-05-13

AMZN AMAZON COM INC17.2K shares5.68%2026-03-312026-05-13

WMT WALMART INC28.0K shares3.46%2026-03-312026-05-13

Sponsored

IWD ISHARES TR16.0K shares-6.34%2026-03-312026-05-13

MCK MCKESSON CORP3.9K sharesnew addition2026-03-312026-05-13

EATON CORP PLC EATON CORP PLC9.1K shares69.49%2026-03-312026-05-13

META META PLATFORMS INC5.6K shares173.60%2026-03-312026-05-13

MA MASTERCARD INCORPORATED6.3K shares292.67%2026-03-312026-05-13

COP CONOCOPHILLIPS21.5K shares-5.24%2026-03-312026-05-13

SYK STRYKER CORPORATION8.4K sharesnew addition2026-03-312026-05-13

CVX CHEVRON CORPORATION12.9K shares9.71%2026-03-312026-05-13

Sponsored

FXE INVESCO CURRENCYSHARES EURO23.9K shares1.67%2026-03-312026-05-13

IVV ISHARES TR3.9K shares6.51%2026-03-312026-05-13

GWW WW GRAINGER INC2.2K sharesnew addition2026-03-312026-05-13

INTU INTUIT5.5K sharesnew addition2026-03-312026-05-13

PWR QUANTA SVCS INC3.7K shares-4.44%2026-03-312026-05-13

SPHQ INVESCO EXCHANGE TRADED FD T26.7K shares0.28%2026-03-312026-05-13

SPYM SPDR SERIES TRUST25.4K shares71.35%2026-03-312026-05-13

JEPQ J P MORGAN EXCHANGE TRADED F34.3K shares-0.91%2026-03-312026-05-13

Sponsored

USFR WISDOMTREE TR36.3K shares-0.83%2026-03-312026-05-13

RTX RTX CORPORATION9.5K sharesnew addition2026-03-312026-05-13

DLN WISDOMTREE TR19.7K shares0.08%2026-03-312026-05-13

SGOV ISHARES TR17.1K shares538.62%2026-03-312026-05-13

IUSB ISHARES TR36.1K shares3.37%2026-03-312026-05-13

SPGI S&P GLOBAL INC3.8K sharesnew addition2026-03-312026-05-13

MLPX GLOBAL X FDS22.0K shares30.19%2026-03-312026-05-13

NEE NEXTERA ENERGY INC16.6K shares6.84%2026-03-312026-05-13

Sponsored

IVW ISHARES TR13.5K shares-0.62%2026-03-312026-05-13

MPC MARATHON PETE CORP6.2K shares-0.61%2026-03-312026-05-13

IVE ISHARES TR7.1K shares-12.84%2026-03-312026-05-13

DYNF BLACKROCK ETF TRUST25.7K shares-13.60%2026-03-312026-05-13

DON WISDOMTREE TR27.5K shares-2.54%2026-03-312026-05-13

PFE PFIZER INC51.0K shares35.19%2026-03-312026-05-13

IJR ISHARES TR11.5K shares-6.85%2026-03-312026-05-13

MO ALTRIA GROUP INC21.3K shares5.12%2026-03-312026-05-13

Sponsored

COST COSTCO WHOLESALE CORPORATION1.4K shares18.67%2026-03-312026-05-13

HD HOME DEPOT INC4.2K shares-8.88%2026-03-312026-05-13

ADP AUTOMATIC DATA PROCESSING IN6.4K sharesnew addition2026-03-312026-05-13

SHYG ISHARES TR30.0K shares-3.95%2026-03-312026-05-13

AMGN AMGEN INC3.6K shares31.53%2026-03-312026-05-13

GNR SPDR INDEX SHS FDS15.7K sharesnew addition2026-03-312026-05-13

NOW SERVICENOW INC11.2K sharesnew addition2026-03-312026-05-13

VIGI VANGUARD WHITEHALL FDS13.1K shares4.65%2026-03-312026-05-13

Sponsored

ETFS GOLD TR ETFS GOLD TR25.7K shares-1.27%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC3.4K shares20.45%2026-03-312026-05-13

VBR VANGUARD INDEX FDS5.2K shares-0.98%2026-03-312026-05-13

PYLD PIMCO ETF TR41.0K shares1.44%2026-03-312026-05-13

XLE SELECT SECTOR SPDR TR17.2K shares36.71%2026-03-312026-05-13

APH AMPHENOL CORP8.3K sharesnew addition2026-03-312026-05-13

CSCO CISCO SYS INC13.4K shares34.97%2026-03-312026-05-13

COWZ PACER FDS TR16.1K shares282.66%2026-03-312026-05-13

Sponsored

VZ VERIZON COMMUNICATIONS INC19.6K shares3.50%2026-03-312026-05-13

O REALTY INCOME CORP15.0K shares4.20%2026-03-312026-05-13

VTI VANGUARD INDEX FDS2.9K shares-5.15%2026-03-312026-05-13

TSLA TESLA INC2.4K shares-14.34%2026-03-312026-05-13

TJX TJX COS INC NEW5.6K shares0.11%2026-03-312026-05-13

SPDW SPDR INDEX SHS FDS19.6K shares-3.50%2026-03-312026-05-13

DHR DANAHER CORP DEL4.7K shares-11.50%2026-03-312026-05-13

CB CHUBB LTD SWITZ2.7K shares28.43%2026-03-312026-05-13

Sponsored

MS MORGAN STANLEY5.3K shares-13.01%2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC12.1K sharesnew addition2026-03-312026-05-13

CME CME GROUP INC2.9K shares0.55%2026-03-312026-05-13

XBI SPDR SERIES TRUST6.8K shares255.15%2026-03-312026-05-13

ABBV ABBVIE INC3.9K shares43.28%2026-03-312026-05-13

MBB ISHARES TR9.0K shares-2.15%2026-03-312026-05-13

SDIV GLOBAL X FDS32.9K shares3.28%2026-03-312026-05-13

IWM ISHARES TR3.3K shares0.61%2026-03-312026-05-13

Sponsored

SPYI NEOS ETF TRUST16.5K shares2.60%2026-03-312026-05-13

UTES ETFIS SER TR I10.2K shares3.33%2026-03-312026-05-13

PFF ISHARES TR26.6K shares2.72%2026-03-312026-05-13

RYLD GLOBAL X FDS51.7K shares3.80%2026-03-312026-05-13

SCHZ SCHWAB STRATEGIC TR32.8K shares5.25%2026-03-312026-05-13

PDI PIMCO DYNAMIC INCOME FD44.4K shares3.11%2026-03-312026-05-13

KMI KINDER MORGAN INC DEL22.6K shares-5.11%2026-03-312026-05-13

MKL MARKEL GROUP INC395 shares0.00%2026-03-312026-05-13

Sponsored

EFV ISHARES TR10.1K shares-30.45%2026-03-312026-05-13

PG PROCTER & GAMBLE CO5.1K shares2.86%2026-03-312026-05-13

QUAL ISHARES TR3.8K shares2.55%2026-03-312026-05-13

IBIT ISHARES BITCOIN TRUST ETF18.9K shares-24.79%2026-03-312026-05-13

MSI MOTOROLA SOLUTIONS INC1.7K shares0.06%2026-03-312026-05-13

BOTZ GLOBAL X FDS21.2K shares-8.93%2026-03-312026-05-13

JPIE J P MORGAN EXCHANGE TRADED F15.1K shares0.99%2026-03-312026-05-13

GOVT ISHARES TR30.3K sharesnew addition2026-03-312026-05-13

Sponsored

SCHX SCHWAB STRATEGIC TR27.0K shares13.61%2026-03-312026-05-13

DE DEERE & CO1.2K shares-0.24%2026-03-312026-05-13

SCHG SCHWAB STRATEGIC TR23.6K shares-16.34%2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC5.5K shares47.22%2026-03-312026-05-13

MEDTRONIC PLC MEDTRONIC PLC7.5K shares61.51%2026-03-312026-05-13

FXU FIRST TR EXCHANGE-TRADED FD13.1K shares28.23%2026-03-312026-05-13

ITOT ISHARES TR4.5K shares0.09%2026-03-312026-05-13

NUKZ EXCHANGE TRADED CONCEPTS TRU9.7K shares8.16%2026-03-312026-05-13

Sponsored

TXN TEXAS INSTRS INC3.3K shares8.58%2026-03-312026-05-13

BAC-PL BANK AMERICA CORP528 shares0.38%2026-03-312026-05-13

BAI BLACKROCK ETF TRUST18.6K shares-0.79%2026-03-312026-05-13

XTEN BONDBLOXX ETF TRUST13.3K shares-0.44%2026-03-312026-05-13

GRID FIRST TR EXCHANGE-TRADED FD3.7K shares-2.30%2026-03-312026-05-13

PEP PEPSICO INC3.9K shares137.99%2026-03-312026-05-13

VOT VANGUARD INDEX FDS2.3K shares2.82%2026-03-312026-05-13

T AT&T INC20.4K shares0.08%2026-03-312026-05-13

Sponsored

BINC BLACKROCK ETF TRUST II11.3K shares-8.22%2026-03-312026-05-13

IEMG ISHARES INC8.4K shares-48.76%2026-03-312026-05-13

IHI ISHARES TR10.9K shares17.25%2026-03-312026-05-13

MOAT VANECK ETF TRUST6.0K shares0.00%2026-03-312026-05-13

WTRG ESSENTIAL UTILS INC14.4K shares0.00%2026-03-312026-05-13

THRO BLACKROCK ETF TRUST16.0K shares6.29%2026-03-312026-05-13

VRTX VERTEX PHARMACEUTICALS INC1.3K shares9.66%2026-03-312026-05-13

IGIB ISHARES TR10.5K shares1.90%2026-03-312026-05-13

Sponsored

CLIP GLOBAL X FDS5.5K shares-31.21%2026-03-312026-05-13

UNP UNION PAC CORP2.3K shares7.39%2026-03-312026-05-13

SLV ISHARES SILVER TR8.0K sharesnew addition2026-03-312026-05-13

CASY CASEYS GEN STORES INC741 shares12.61%2026-03-312026-05-13

CORO BLACKROCK ETF TRUST16.2K sharesnew addition2026-03-312026-05-13

AIQ GLOBAL X FDS11.2K shares-8.42%2026-03-312026-05-13

MGK VANGUARD WORLD FD1.4K shares-11.89%2026-03-312026-05-13

INTC INTEL CORP11.7K shares-1.34%2026-03-312026-05-13

Sponsored

MINT PIMCO ETF TR5.1K shares-1.71%2026-03-312026-05-13

EMXC ISHARES INC6.5K shares8.76%2026-03-312026-05-13

GLW CORNING INC3.8K shares-4.37%2026-03-312026-05-13

SCHY SCHWAB STRATEGIC TR16.1K shares0.88%2026-03-312026-05-13

IAGG ISHARES TR10.2K shares7.92%2026-03-312026-05-13

RSG REPUBLIC SVCS INC2.3K shares-0.13%2026-03-312026-05-13

SPEM SPDR INDEX SHS FDS10.8K shares-8.61%2026-03-312026-05-13

ACWX ISHARES TR7.3K sharesnew addition2026-03-312026-05-13

Sponsored

BDVL BLACKROCK ETF TRUST20.0K shares-8.71%2026-03-312026-05-13

HOOD ROBINHOOD MKTS INC7.1K shares-31.61%2026-03-312026-05-13

BDYN BLACKROCK ETF TRUST19.9K shares0.90%2026-03-312026-05-13

AGG ISHARES TR4.8K shares-4.68%2026-03-312026-05-13

SMH VANECK ETF TRUST1.2K shares0.74%2026-03-312026-05-13

SHEL SHELL PLC5.0K shares0.95%2026-03-312026-05-13

PREF PRINCIPAL EXCHANGE TRADED FD24.4K shares0.50%2026-03-312026-05-13

IWR ISHARES TR4.7K shares1.01%2026-03-312026-05-13

Sponsored

WM WASTE MGMT INC DEL2.0K sharesnew addition2026-03-312026-05-13

SO SOUTHERN CO4.7K sharesnew addition2026-03-312026-05-13

MOO VANECK ETF TRUST5.4K sharesnew addition2026-03-312026-05-13

LMT LOCKHEED MARTIN CORP746 shares-4.73%2026-03-312026-05-13

HON HONEYWELL INTL INC2.0K shares1.66%2026-03-312026-05-13

ISRG INTUITIVE SURGICAL INC957 shares0.10%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC2.1K shares-0.28%2026-03-312026-05-13

TOLL TEMA ETF TRUST12.9K shares2.38%2026-03-312026-05-13

Sponsored

LINDE PLC LINDE PLC870 shares0.93%2026-03-312026-05-13

PBT PERMIAN BASIN RTY TR20.0K shares0.00%2026-03-312026-05-13

TLH ISHARES TR4.2K shares-2.01%2026-03-312026-05-13

BLCR BLACKROCK ETF TRUST10.4K sharesnew addition2026-03-312026-05-13

TMO THERMO FISHER SCIENTIFIC INC861 shares24.78%2026-03-312026-05-13

APD AIR PRODUCTS AND CHEMICALS I1.5K shares-1.82%2026-03-312026-05-13

AVEM AMERICAN CENTY ETF TR5.2K shares20.55%2026-03-312026-05-13

XLU SELECT SECTOR SPDR TR9.1K sharesnew addition2026-03-312026-05-13

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.2K shares-1.25%2026-03-312026-05-13

TMUS T-MOBILE US INC2.0K shares-0.35%2026-03-312026-05-13

GEV GE VERNOVA INC473 sharesnew addition2026-03-312026-05-13

SPMO INVESCO EXCH TRADED FD TR II3.7K shares5.82%2026-03-312026-05-13

QQQM INVESCO EXCH TRADED FD TR II1.7K shares0.29%2026-03-312026-05-13

HIW HIGHWOODS PPTYS INC19.2K shares-0.95%2026-03-312026-05-13

PANW PALO ALTO NETWORKS INC2.5K shares79.24%2026-03-312026-05-13

VYM VANGUARD WHITEHALL FDS2.7K shares0.04%2026-03-312026-05-13

Sponsored

UTHR UNITED THERAPEUTICS CORP DEL677 sharesnew addition2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INC2.7K shares77.73%2026-03-312026-05-13

SCHM SCHWAB STRATEGIC TR12.8K shares-15.80%2026-03-312026-05-13

SYBT STOCK YDS BANCORP INC6.0K shares0.00%2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS1.6K shares-4.29%2026-03-312026-05-13

MCD MCDONALDS CORP1.2K shares-1.82%2026-03-312026-05-13

FIX COMFORT SYS USA INC279 sharesnew addition2026-03-312026-05-13

VTIP VANGUARD MALVERN FDS7.6K shares1.66%2026-03-312026-05-13

Sponsored

CTAS CINTAS CORP2.2K shares0.54%2026-03-312026-05-13

ALPHABET INC ALPHABET INC1.3K shares-0.16%2026-03-312026-05-13

ORCL ORACLE CORP2.5K shares0.78%2026-03-312026-05-13

MTB M & T BK CORP1.7K shares-0.06%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS594 shares-0.34%2026-03-312026-05-13

PHYS SPROTT ASSET MANAGEMENT LP10.0K sharesnew addition2026-03-312026-05-13

LQD ISHARES TR3.2K shares13.26%2026-03-312026-05-13

ALB ALBEMARLE CORP1.9K shares0.26%2026-03-312026-05-13

Sponsored

LSGR NATIXIS ETF TRUST II8.8K shares74.21%2026-03-312026-05-13

XLF SELECT SECTOR SPDR TR6.9K shares-5.26%2026-03-312026-05-13

XLI SELECT SECTOR SPDR TR2.1K sharesnew addition2026-03-312026-05-13

CEF SPROTT ASSET MANAGEMENT LP7.1K shares-1.67%2026-03-312026-05-13

TT TRANE TECHNOLOGIES PLC806 shares-8.93%2026-03-312026-05-13

UTG REAVES UTIL INCOME FD8.4K sharesnew addition2026-03-312026-05-13

PBR PETROLEO BRASILEIRO S A15.5K shares0.00%2026-03-312026-05-13

IJH ISHARES TR4.8K shares1.60%2026-03-312026-05-13

Sponsored

NFLX NETFLIX INC.3.3K shares1.19%2026-03-312026-05-13

QTUM ETF SER SOLUTIONS3.0K shares2.64%2026-03-312026-05-13

ISHG ISHARES TR4.2K shares23.59%2026-03-312026-05-13

HELO J P MORGAN EXCHANGE TRADED F4.9K shares2.62%2026-03-312026-05-13

XLV SELECT SECTOR SPDR TR2.1K sharesnew addition2026-03-312026-05-13

WMB WILLIAMS COS INC4.2K shares8.16%2026-03-312026-05-13

OHI OMEGA HEALTHCARE INVS INC7.0K sharesnew addition2026-03-312026-05-13

SCHV SCHWAB STRATEGIC TR9.8K shares-0.23%2026-03-312026-05-13

Sponsored

COF CAPITAL ONE FINL CORP1.6K shares-0.61%2026-03-312026-05-13

CTA SIMPLIFY EXCHANGE TRADED FUN9.9K shares-7.53%2026-03-312026-05-13

SHLD GLOBAL X FDS4.2K sharesnew addition2026-03-312026-05-13

KTOS KRATOS DEFENSE & SEC SOLUTIO4.2K shares-1.51%2026-03-312026-05-13

VXUS VANGUARD STAR FDS3.8K sharesnew addition2026-03-312026-05-13

IEFA ISHARES TR3.2K sharesnew addition2026-03-312026-05-13

ED CONSOLIDATED EDISON INC2.6K sharesnew addition2026-03-312026-05-13

RSHO TEMA ETF TRUST5.8K shares0.00%2026-03-312026-05-13

Sponsored

CRWD CROWDSTRIKE HLDGS INC734 shares54.85%2026-03-312026-05-13

LQDA LIQUIDIA CORPORATION7.5K shares0.00%2026-03-312026-05-13

WY WEYERHAEUSER CO11.4K shares13.00%2026-03-312026-05-13

ARLP ALLIANCE RESOURCE PARTNERS L10.0K shares0.00%2026-03-312026-05-13

EFG ISHARES TR2.5K sharesnew addition2026-03-312026-05-13

ABT ABBOTT LABORATORIES2.6K shares28.82%2026-03-312026-05-13

GLD SPDR GOLD TR596 sharesnew addition2026-03-312026-05-13

CVS CVS HEALTH CORP3.5K shares3.08%2026-03-312026-05-13

Sponsored

PM PHILIP MORRIS INTL INC1.5K shares0.79%2026-03-312026-05-13

TRGP TARGA RES CORP1.0K sharesnew addition2026-03-312026-05-13

BMY BRISTOL-MYERS SQUIBB CO4.1K shares-6.04%2026-03-312026-05-13

LAND GLADSTONE LD CORP24.2K sharesnew addition2026-03-312026-05-13

BLACKSTONE INC BLACKSTONE INC2.1K sharesnew addition2026-03-312026-05-13

BAC BANK AMERICA CORP5.0K shares-59.27%2026-03-312026-05-13

KO COCA COLA CO3.2K shares8.05%2026-03-312026-05-13

LOW LOWES COS INC988 sharesnew addition2026-03-312026-05-13

Sponsored

IBKR INTERACTIVE BROKERS GROUP IN3.5K sharesnew addition2026-03-312026-05-13

MGC VANGUARD WORLD FD965 shares-2.92%2026-03-312026-05-13

CPA COPA HOLDINGS SA2.0K shares0.00%2026-03-312026-05-13

MTUM ISHARES TR943 shares0.00%2026-03-312026-05-13

IEUR ISHARES TR3.2K shares8.86%2026-03-312026-05-13

IWB ISHARES TR623 shares1.80%2026-03-312026-05-13

MU MICRON TECHNOLOGY INC651 shares-10.70%2026-03-312026-05-13

TGT TARGET CORP1.8K sharesnew addition2026-03-312026-05-13

Sponsored

PFG PRINCIPAL FINANCIAL GROUP IN2.4K shares0.50%2026-03-312026-05-13

FSK FS KKR CAP CORP21.4K sharesnew addition2026-03-312026-05-13

VUG VANGUARD INDEX FDS497 sharesnew addition2026-03-312026-05-13

NEOS ETF TRUST NEOS ETF TRUST4.0K shares0.00%2026-03-312026-05-13

TMFC RBB FD INC3.1K shares0.00%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR352 sharesnew addition2026-03-312026-05-13

NLR VANECK ETF TRUST1.5K sharesnew addition2026-03-312026-05-13

MGV VANGUARD WORLD FD1.4K sharesnew addition2026-03-312026-05-13

Sponsored

RXRX RECURSION PHARMACEUTICALS IN44.2K shares117.73%2026-03-312026-05-13

EVG EATON VANCE SHORT DURATION D12.1K sharesnew addition2026-03-312026-05-13

MMT MFS MULTIMARKET INCOME TR27.4K sharesnew addition2026-03-312026-05-13

TAIL CAMBRIA ETF TR10.5K shares-39.65%2026-03-312026-05-13

ACP ABRDN INCOME CREDIT STRATEGI20.0K sharesnew addition2026-03-312026-05-13

TE T1 ENERGY INC14.5K shares0.00%2026-03-312026-05-13

IPWR IDEAL PWR INC20.0K sharesnew addition2026-03-312026-05-13

EOSE EOS ENERGY ENTERPRISES INC10.2K sharesnew addition2026-03-312026-05-13

Sponsored

DNN DENISON MINES CORP12.5K shares0.00%2026-03-312026-05-13

LAES SEALSQ CORP15.8K shares30.17%2026-03-312026-05-13

SLDP SOLID POWER INC11.1K sharesnew addition2026-03-312026-05-13

BZAI BLAIZE HLDGS INC17.0K shares28.79%2026-03-312026-05-13

PLUG PLUG PWR INC12.5K sharesnew addition2026-03-312026-05-13

SIDUS SPACE INC SIDUS SPACE INC12.0K shares-0.83%2026-03-312026-05-13

GWH ESS TECH INC15.6K sharesnew addition2026-03-312026-05-13

ARBE ARBE ROBOTICS LTD27.1K shares0.00%2026-03-312026-05-13

Sponsored

ALPHABET INC

158.96%

Shares44.2K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

128.08%

Shares69.8K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

62.24%

Shares32.9K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

32.11%

Shares44.0K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

31.28%

Shares15.1K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

48.85%

Shares7.8K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

60.96%

Shares19.7K

Event2026-03-31

Filed2026-05-13

VIG

VANGUARD SPECIALIZED FUNDS

3.55%

Shares22.3K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

-3.66%

Shares16.2K

Event2026-03-31

Filed2026-05-13

VISA INC

312.03%

Shares15.0K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

391.71%

Shares4.7K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

151.19%

Shares12.6K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

9.45%

Shares22.9K

Event2026-03-31

Filed2026-05-13

TPL

TEXAS PACIFIC LAND CORPORATI

-0.37%

Shares8.0K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

5.68%

Shares17.2K

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC

3.46%

Shares28.0K

Event2026-03-31

Filed2026-05-13

IWD

ISHARES TR

-6.34%

Shares16.0K

Event2026-03-31

Filed2026-05-13

MCK

MCKESSON CORP

New

Shares3.9K

Event2026-03-31

Filed2026-05-13

EATON CORP PLC

69.49%

Shares9.1K

Event2026-03-31

Filed2026-05-13

META

META PLATFORMS INC

173.60%

Shares5.6K

Event2026-03-31

Filed2026-05-13

MASTERCARD INCORPORATED

292.67%

Shares6.3K

Event2026-03-31

Filed2026-05-13

COP

CONOCOPHILLIPS

-5.24%

Shares21.5K

Event2026-03-31

Filed2026-05-13

SYK

STRYKER CORPORATION

New

Shares8.4K

Event2026-03-31

Filed2026-05-13

CVX

CHEVRON CORPORATION

9.71%

Shares12.9K

Event2026-03-31

Filed2026-05-13

FXE

INVESCO CURRENCYSHARES EURO

1.67%

Shares23.9K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

6.51%

Shares3.9K

Event2026-03-31

Filed2026-05-13

GWW

WW GRAINGER INC

New

Shares2.2K

Event2026-03-31

Filed2026-05-13

INTU

INTUIT

New

Shares5.5K

Event2026-03-31

Filed2026-05-13

PWR

QUANTA SVCS INC

-4.44%

Shares3.7K

Event2026-03-31

Filed2026-05-13

SPHQ

INVESCO EXCHANGE TRADED FD T

0.28%

Shares26.7K

Event2026-03-31

Filed2026-05-13

SPYM

SPDR SERIES TRUST

71.35%

Shares25.4K

Event2026-03-31

Filed2026-05-13

JEPQ

J P MORGAN EXCHANGE TRADED F

-0.91%

Shares34.3K

Event2026-03-31

Filed2026-05-13

USFR

WISDOMTREE TR

-0.83%

Shares36.3K

Event2026-03-31

Filed2026-05-13

RTX

RTX CORPORATION

New

Shares9.5K

Event2026-03-31

Filed2026-05-13

DLN

WISDOMTREE TR

0.08%

Shares19.7K

Event2026-03-31

Filed2026-05-13

SGOV

ISHARES TR

538.62%

Shares17.1K

Event2026-03-31

Filed2026-05-13

IUSB

ISHARES TR

3.37%

Shares36.1K

Event2026-03-31

Filed2026-05-13

SPGI

S&P GLOBAL INC

New

Shares3.8K

Event2026-03-31

Filed2026-05-13

MLPX

GLOBAL X FDS

30.19%

Shares22.0K

Event2026-03-31

Filed2026-05-13

NEE

NEXTERA ENERGY INC

6.84%

Shares16.6K

Event2026-03-31

Filed2026-05-13

IVW

ISHARES TR

-0.62%

Shares13.5K

Event2026-03-31

Filed2026-05-13

MPC

MARATHON PETE CORP

-0.61%

Shares6.2K

Event2026-03-31

Filed2026-05-13

IVE

ISHARES TR

-12.84%

Shares7.1K

Event2026-03-31

Filed2026-05-13

DYNF

BLACKROCK ETF TRUST

-13.60%

Shares25.7K

Event2026-03-31

Filed2026-05-13

DON

WISDOMTREE TR

-2.54%

Shares27.5K

Event2026-03-31

Filed2026-05-13

PFE

PFIZER INC

35.19%

Shares51.0K

Event2026-03-31

Filed2026-05-13

IJR

ISHARES TR

-6.85%

Shares11.5K

Event2026-03-31

Filed2026-05-13

ALTRIA GROUP INC

5.12%

Shares21.3K

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHOLESALE CORPORATION

18.67%

Shares1.4K

Event2026-03-31

Filed2026-05-13

HOME DEPOT INC

-8.88%

Shares4.2K

Event2026-03-31

Filed2026-05-13

ADP

AUTOMATIC DATA PROCESSING IN

New

Shares6.4K

Event2026-03-31

Filed2026-05-13

SHYG

ISHARES TR

-3.95%

Shares30.0K

Event2026-03-31

Filed2026-05-13

AMGN

AMGEN INC

31.53%

Shares3.6K

Event2026-03-31

Filed2026-05-13

GNR

SPDR INDEX SHS FDS

New

Shares15.7K

Event2026-03-31

Filed2026-05-13

NOW

SERVICENOW INC

New

Shares11.2K

Event2026-03-31

Filed2026-05-13

VIGI

VANGUARD WHITEHALL FDS

4.65%

Shares13.1K

Event2026-03-31

Filed2026-05-13

ETFS GOLD TR

-1.27%

Shares25.7K

Event2026-03-31

Filed2026-05-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

20.45%

Shares3.4K

Event2026-03-31

Filed2026-05-13

VBR

VANGUARD INDEX FDS

-0.98%

Shares5.2K

Event2026-03-31

Filed2026-05-13

PYLD

PIMCO ETF TR

1.44%

Shares41.0K

Event2026-03-31

Filed2026-05-13

XLE

SELECT SECTOR SPDR TR

36.71%

Shares17.2K

Event2026-03-31

Filed2026-05-13

APH

AMPHENOL CORP

New

Shares8.3K

Event2026-03-31

Filed2026-05-13

CSCO

CISCO SYS INC

34.97%

Shares13.4K

Event2026-03-31

Filed2026-05-13

COWZ

PACER FDS TR

282.66%

Shares16.1K

Event2026-03-31

Filed2026-05-13

VERIZON COMMUNICATIONS INC

3.50%

Shares19.6K

Event2026-03-31

Filed2026-05-13

REALTY INCOME CORP

4.20%

Shares15.0K

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD INDEX FDS

-5.15%

Shares2.9K

Event2026-03-31

Filed2026-05-13

TSLA

TESLA INC

-14.34%

Shares2.4K

Event2026-03-31

Filed2026-05-13

TJX

TJX COS INC NEW

0.11%

Shares5.6K

Event2026-03-31

Filed2026-05-13

SPDW

SPDR INDEX SHS FDS

-3.50%

Shares19.6K

Event2026-03-31

Filed2026-05-13

DHR

DANAHER CORP DEL

-11.50%

Shares4.7K

Event2026-03-31

Filed2026-05-13

CHUBB LTD SWITZ

28.43%

Shares2.7K

Event2026-03-31

Filed2026-05-13

MORGAN STANLEY

-13.01%

Shares5.3K

Event2026-03-31

Filed2026-05-13

UBER

UBER TECHNOLOGIES INC

New

Shares12.1K

Event2026-03-31

Filed2026-05-13

CME

CME GROUP INC

0.55%

Shares2.9K

Event2026-03-31

Filed2026-05-13

XBI

SPDR SERIES TRUST

255.15%

Shares6.8K

Event2026-03-31

Filed2026-05-13

ABBV

ABBVIE INC

43.28%

Shares3.9K

Event2026-03-31

Filed2026-05-13

MBB

ISHARES TR

-2.15%

Shares9.0K

Event2026-03-31

Filed2026-05-13

SDIV

GLOBAL X FDS

3.28%

Shares32.9K

Event2026-03-31

Filed2026-05-13

IWM

ISHARES TR

0.61%

Shares3.3K

Event2026-03-31

Filed2026-05-13

SPYI

NEOS ETF TRUST

2.60%

Shares16.5K

Event2026-03-31

Filed2026-05-13

UTES

ETFIS SER TR I

3.33%

Shares10.2K

Event2026-03-31

Filed2026-05-13

PFF

ISHARES TR

2.72%

Shares26.6K

Event2026-03-31

Filed2026-05-13

RYLD

GLOBAL X FDS

3.80%

Shares51.7K

Event2026-03-31

Filed2026-05-13

SCHZ

SCHWAB STRATEGIC TR

5.25%

Shares32.8K

Event2026-03-31

Filed2026-05-13

PDI

PIMCO DYNAMIC INCOME FD

3.11%

Shares44.4K

Event2026-03-31

Filed2026-05-13

KMI

KINDER MORGAN INC DEL

-5.11%

Shares22.6K

Event2026-03-31

Filed2026-05-13

MKL

MARKEL GROUP INC

0.00%

Shares395

Event2026-03-31

Filed2026-05-13

EFV

ISHARES TR

-30.45%

Shares10.1K

Event2026-03-31

Filed2026-05-13

PROCTER & GAMBLE CO

2.86%

Shares5.1K

Event2026-03-31

Filed2026-05-13

QUAL

ISHARES TR

2.55%

Shares3.8K

Event2026-03-31

Filed2026-05-13

IBIT

ISHARES BITCOIN TRUST ETF

-24.79%

Shares18.9K

Event2026-03-31

Filed2026-05-13

MSI

MOTOROLA SOLUTIONS INC

0.06%

Shares1.7K

Event2026-03-31

Filed2026-05-13

BOTZ

GLOBAL X FDS

-8.93%

Shares21.2K

Event2026-03-31

Filed2026-05-13

JPIE

J P MORGAN EXCHANGE TRADED F

0.99%

Shares15.1K

Event2026-03-31

Filed2026-05-13

GOVT

ISHARES TR

New

Shares30.3K

Event2026-03-31

Filed2026-05-13

SCHX

SCHWAB STRATEGIC TR

13.61%

Shares27.0K

Event2026-03-31

Filed2026-05-13

DEERE & CO

-0.24%

Shares1.2K

Event2026-03-31

Filed2026-05-13

SCHG

SCHWAB STRATEGIC TR

-16.34%

Shares23.6K

Event2026-03-31

Filed2026-05-13

MERCK & CO INC

47.22%

Shares5.5K

Event2026-03-31

Filed2026-05-13

MEDTRONIC PLC

61.51%

Shares7.5K

Event2026-03-31

Filed2026-05-13

FXU

FIRST TR EXCHANGE-TRADED FD

28.23%

Shares13.1K

Event2026-03-31

Filed2026-05-13

ITOT

ISHARES TR

0.09%

Shares4.5K

Event2026-03-31

Filed2026-05-13

NUKZ

EXCHANGE TRADED CONCEPTS TRU

8.16%

Shares9.7K

Event2026-03-31

Filed2026-05-13

TXN

TEXAS INSTRS INC

8.58%

Shares3.3K

Event2026-03-31

Filed2026-05-13

BAC-PL

BANK AMERICA CORP

0.38%

Shares528

Event2026-03-31

Filed2026-05-13

BAI

BLACKROCK ETF TRUST

-0.79%

Shares18.6K

Event2026-03-31

Filed2026-05-13

XTEN

BONDBLOXX ETF TRUST

-0.44%

Shares13.3K

Event2026-03-31

Filed2026-05-13

GRID

FIRST TR EXCHANGE-TRADED FD

-2.30%

Shares3.7K

Event2026-03-31

Filed2026-05-13

PEP

PEPSICO INC

137.99%

Shares3.9K

Event2026-03-31

Filed2026-05-13

VOT

VANGUARD INDEX FDS

2.82%

Shares2.3K

Event2026-03-31

Filed2026-05-13

AT&T INC

0.08%

Shares20.4K

Event2026-03-31

Filed2026-05-13

BINC

BLACKROCK ETF TRUST II

-8.22%

Shares11.3K

Event2026-03-31

Filed2026-05-13

IEMG

ISHARES INC

-48.76%

Shares8.4K

Event2026-03-31

Filed2026-05-13

IHI

ISHARES TR

17.25%

Shares10.9K

Event2026-03-31

Filed2026-05-13

MOAT

VANECK ETF TRUST

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-13

WTRG

ESSENTIAL UTILS INC

0.00%

Shares14.4K

Event2026-03-31

Filed2026-05-13

THRO

BLACKROCK ETF TRUST

6.29%

Shares16.0K

Event2026-03-31

Filed2026-05-13

VRTX

VERTEX PHARMACEUTICALS INC

9.66%

Shares1.3K

Event2026-03-31

Filed2026-05-13

IGIB

ISHARES TR

1.90%

Shares10.5K

Event2026-03-31

Filed2026-05-13

CLIP

GLOBAL X FDS

-31.21%

Shares5.5K

Event2026-03-31

Filed2026-05-13

UNP

UNION PAC CORP

7.39%

Shares2.3K

Event2026-03-31

Filed2026-05-13

SLV

ISHARES SILVER TR

New

Shares8.0K

Event2026-03-31

Filed2026-05-13

CASY

CASEYS GEN STORES INC

12.61%

Shares741

Event2026-03-31

Filed2026-05-13

CORO

BLACKROCK ETF TRUST

New

Shares16.2K

Event2026-03-31

Filed2026-05-13

AIQ

GLOBAL X FDS

-8.42%

Shares11.2K

Event2026-03-31

Filed2026-05-13

MGK

VANGUARD WORLD FD

-11.89%

Shares1.4K

Event2026-03-31

Filed2026-05-13

INTC

INTEL CORP

-1.34%

Shares11.7K

Event2026-03-31

Filed2026-05-13

MINT

PIMCO ETF TR

-1.71%

Shares5.1K

Event2026-03-31

Filed2026-05-13

EMXC

ISHARES INC

8.76%

Shares6.5K

Event2026-03-31

Filed2026-05-13

GLW

CORNING INC

-4.37%

Shares3.8K

Event2026-03-31

Filed2026-05-13

SCHY

SCHWAB STRATEGIC TR

0.88%

Shares16.1K

Event2026-03-31

Filed2026-05-13

IAGG

ISHARES TR

7.92%

Shares10.2K

Event2026-03-31

Filed2026-05-13

RSG

REPUBLIC SVCS INC

-0.13%

Shares2.3K

Event2026-03-31

Filed2026-05-13

SPEM

SPDR INDEX SHS FDS

-8.61%

Shares10.8K

Event2026-03-31

Filed2026-05-13

ACWX

ISHARES TR

New

Shares7.3K

Event2026-03-31

Filed2026-05-13

BDVL

BLACKROCK ETF TRUST

-8.71%

Shares20.0K

Event2026-03-31

Filed2026-05-13

HOOD

ROBINHOOD MKTS INC

-31.61%

Shares7.1K

Event2026-03-31

Filed2026-05-13

BDYN

BLACKROCK ETF TRUST

0.90%

Shares19.9K

Event2026-03-31

Filed2026-05-13

AGG

ISHARES TR

-4.68%

Shares4.8K

Event2026-03-31

Filed2026-05-13

SMH

VANECK ETF TRUST

0.74%

Shares1.2K

Event2026-03-31

Filed2026-05-13

SHEL

SHELL PLC

0.95%

Shares5.0K

Event2026-03-31

Filed2026-05-13

PREF

PRINCIPAL EXCHANGE TRADED FD

0.50%

Shares24.4K

Event2026-03-31

Filed2026-05-13

IWR

ISHARES TR

1.01%

Shares4.7K

Event2026-03-31

Filed2026-05-13

WASTE MGMT INC DEL

New

Shares2.0K

Event2026-03-31

Filed2026-05-13

SOUTHERN CO

New

Shares4.7K

Event2026-03-31

Filed2026-05-13

MOO

VANECK ETF TRUST

New

Shares5.4K

Event2026-03-31

Filed2026-05-13

LMT

LOCKHEED MARTIN CORP

-4.73%

Shares746

Event2026-03-31

Filed2026-05-13

HON

HONEYWELL INTL INC

1.66%

Shares2.0K

Event2026-03-31

Filed2026-05-13

ISRG

INTUITIVE SURGICAL INC

0.10%

Shares957

Event2026-03-31

Filed2026-05-13

AMD

ADVANCED MICRO DEVICES INC

-0.28%

Shares2.1K

Event2026-03-31

Filed2026-05-13

TOLL

TEMA ETF TRUST

2.38%

Shares12.9K

Event2026-03-31

Filed2026-05-13

LINDE PLC

0.93%

Shares870

Event2026-03-31

Filed2026-05-13

PBT

PERMIAN BASIN RTY TR

0.00%

Shares20.0K

Event2026-03-31

Filed2026-05-13

TLH

ISHARES TR

-2.01%

Shares4.2K

Event2026-03-31

Filed2026-05-13

BLCR

BLACKROCK ETF TRUST

New

Shares10.4K

Event2026-03-31

Filed2026-05-13

TMO

THERMO FISHER SCIENTIFIC INC

24.78%

Shares861

Event2026-03-31

Filed2026-05-13

APD

AIR PRODUCTS AND CHEMICALS I

-1.82%

Shares1.5K

Event2026-03-31

Filed2026-05-13

AVEM

AMERICAN CENTY ETF TR

20.55%

Shares5.2K

Event2026-03-31

Filed2026-05-13

XLU

SELECT SECTOR SPDR TR

New

Shares9.1K

Event2026-03-31

Filed2026-05-13

DUKE ENERGY CORP NEW

-1.25%

Shares3.2K

Event2026-03-31

Filed2026-05-13

TMUS

T-MOBILE US INC

-0.35%

Shares2.0K

Event2026-03-31

Filed2026-05-13

GEV

GE VERNOVA INC

New

Shares473

Event2026-03-31

Filed2026-05-13

SPMO

INVESCO EXCH TRADED FD TR II

5.82%

Shares3.7K

Event2026-03-31

Filed2026-05-13

QQQM

INVESCO EXCH TRADED FD TR II

0.29%

Shares1.7K

Event2026-03-31

Filed2026-05-13

HIW

HIGHWOODS PPTYS INC

-0.95%

Shares19.2K

Event2026-03-31

Filed2026-05-13

PANW

PALO ALTO NETWORKS INC

79.24%

Shares2.5K

Event2026-03-31

Filed2026-05-13

VYM

VANGUARD WHITEHALL FDS

0.04%

Shares2.7K

Event2026-03-31

Filed2026-05-13

UTHR

UNITED THERAPEUTICS CORP DEL

New

Shares677

Event2026-03-31

Filed2026-05-13

PLTR

PALANTIR TECHNOLOGIES INC

77.73%

Shares2.7K

Event2026-03-31

Filed2026-05-13

SCHM

SCHWAB STRATEGIC TR

-15.80%

Shares12.8K

Event2026-03-31

Filed2026-05-13

SYBT

STOCK YDS BANCORP INC

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-13

IBM

INTERNATIONAL BUSINESS MACHS

-4.29%

Shares1.6K

Event2026-03-31

Filed2026-05-13

MCD

MCDONALDS CORP

-1.82%

Shares1.2K

Event2026-03-31

Filed2026-05-13

FIX

COMFORT SYS USA INC

New

Shares279

Event2026-03-31

Filed2026-05-13

VTIP

VANGUARD MALVERN FDS

1.66%

Shares7.6K

Event2026-03-31

Filed2026-05-13

CTAS

CINTAS CORP

0.54%

Shares2.2K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-0.16%

Shares1.3K

Event2026-03-31

Filed2026-05-13

ORCL

ORACLE CORP

0.78%

Shares2.5K

Event2026-03-31

Filed2026-05-13

MTB

M & T BK CORP

-0.06%

Shares1.7K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

-0.34%

Shares594

Event2026-03-31

Filed2026-05-13

PHYS

SPROTT ASSET MANAGEMENT LP

New

Shares10.0K

Event2026-03-31

Filed2026-05-13

LQD

ISHARES TR

13.26%

Shares3.2K

Event2026-03-31

Filed2026-05-13

ALB

ALBEMARLE CORP

0.26%

Shares1.9K

Event2026-03-31

Filed2026-05-13

LSGR

NATIXIS ETF TRUST II

74.21%

Shares8.8K

Event2026-03-31

Filed2026-05-13

XLF

SELECT SECTOR SPDR TR

-5.26%

Shares6.9K

Event2026-03-31

Filed2026-05-13

XLI

SELECT SECTOR SPDR TR

New

Shares2.1K

Event2026-03-31

Filed2026-05-13

CEF

SPROTT ASSET MANAGEMENT LP

-1.67%

Shares7.1K

Event2026-03-31

Filed2026-05-13

TRANE TECHNOLOGIES PLC

-8.93%

Shares806

Event2026-03-31

Filed2026-05-13

UTG

REAVES UTIL INCOME FD

New

Shares8.4K

Event2026-03-31

Filed2026-05-13

PBR

PETROLEO BRASILEIRO S A

0.00%

Shares15.5K

Event2026-03-31

Filed2026-05-13

IJH

ISHARES TR

1.60%

Shares4.8K

Event2026-03-31

Filed2026-05-13

NFLX

NETFLIX INC.

1.19%

Shares3.3K

Event2026-03-31

Filed2026-05-13

QTUM

ETF SER SOLUTIONS

2.64%

Shares3.0K

Event2026-03-31

Filed2026-05-13

ISHG

ISHARES TR

23.59%

Shares4.2K

Event2026-03-31

Filed2026-05-13

HELO

J P MORGAN EXCHANGE TRADED F

2.62%

Shares4.9K

Event2026-03-31

Filed2026-05-13

XLV

SELECT SECTOR SPDR TR

New

Shares2.1K

Event2026-03-31

Filed2026-05-13

WMB

WILLIAMS COS INC

8.16%

Shares4.2K

Event2026-03-31

Filed2026-05-13

OHI

OMEGA HEALTHCARE INVS INC

New

Shares7.0K

Event2026-03-31

Filed2026-05-13

SCHV

SCHWAB STRATEGIC TR

-0.23%

Shares9.8K

Event2026-03-31

Filed2026-05-13

COF

CAPITAL ONE FINL CORP

-0.61%

Shares1.6K

Event2026-03-31

Filed2026-05-13

CTA

SIMPLIFY EXCHANGE TRADED FUN

-7.53%

Shares9.9K

Event2026-03-31

Filed2026-05-13

SHLD

GLOBAL X FDS

New

Shares4.2K

Event2026-03-31

Filed2026-05-13

KTOS

KRATOS DEFENSE & SEC SOLUTIO

-1.51%

Shares4.2K

Event2026-03-31

Filed2026-05-13

VXUS

VANGUARD STAR FDS

New

Shares3.8K

Event2026-03-31

Filed2026-05-13

IEFA

ISHARES TR

New

Shares3.2K

Event2026-03-31

Filed2026-05-13

CONSOLIDATED EDISON INC

New

Shares2.6K

Event2026-03-31

Filed2026-05-13

RSHO

TEMA ETF TRUST

0.00%

Shares5.8K

Event2026-03-31

Filed2026-05-13

CRWD

CROWDSTRIKE HLDGS INC

54.85%

Shares734

Event2026-03-31

Filed2026-05-13

LQDA

LIQUIDIA CORPORATION

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-13

WEYERHAEUSER CO

13.00%

Shares11.4K

Event2026-03-31

Filed2026-05-13

ARLP

ALLIANCE RESOURCE PARTNERS L

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-13

EFG

ISHARES TR

New

Shares2.5K

Event2026-03-31

Filed2026-05-13

ABT

ABBOTT LABORATORIES

28.82%

Shares2.6K

Event2026-03-31

Filed2026-05-13

GLD

SPDR GOLD TR

New

Shares596

Event2026-03-31

Filed2026-05-13

CVS

CVS HEALTH CORP

3.08%

Shares3.5K

Event2026-03-31

Filed2026-05-13

PHILIP MORRIS INTL INC

0.79%

Shares1.5K

Event2026-03-31

Filed2026-05-13

TRGP

TARGA RES CORP

New

Shares1.0K

Event2026-03-31

Filed2026-05-13

BMY

BRISTOL-MYERS SQUIBB CO

-6.04%

Shares4.1K

Event2026-03-31

Filed2026-05-13

LAND

GLADSTONE LD CORP

New

Shares24.2K

Event2026-03-31

Filed2026-05-13

BLACKSTONE INC

New

Shares2.1K

Event2026-03-31

Filed2026-05-13

BAC

BANK AMERICA CORP

-59.27%

Shares5.0K

Event2026-03-31

Filed2026-05-13

COCA COLA CO

8.05%

Shares3.2K

Event2026-03-31

Filed2026-05-13

LOW

LOWES COS INC

New

Shares988

Event2026-03-31

Filed2026-05-13

IBKR

INTERACTIVE BROKERS GROUP IN

New

Shares3.5K

Event2026-03-31

Filed2026-05-13

MGC

VANGUARD WORLD FD

-2.92%

Shares965

Event2026-03-31

Filed2026-05-13

CPA

COPA HOLDINGS SA

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-13

MTUM

ISHARES TR

0.00%

Shares943

Event2026-03-31

Filed2026-05-13

IEUR

ISHARES TR

8.86%

Shares3.2K

Event2026-03-31

Filed2026-05-13

IWB

ISHARES TR

1.80%

Shares623

Event2026-03-31

Filed2026-05-13

MICRON TECHNOLOGY INC

-10.70%

Shares651

Event2026-03-31

Filed2026-05-13

TGT

TARGET CORP

New

Shares1.8K

Event2026-03-31

Filed2026-05-13

PFG

PRINCIPAL FINANCIAL GROUP IN

0.50%

Shares2.4K

Event2026-03-31

Filed2026-05-13

FSK

FS KKR CAP CORP

New

Shares21.4K

Event2026-03-31

Filed2026-05-13

VUG

VANGUARD INDEX FDS

New

Shares497

Event2026-03-31

Filed2026-05-13

NEOS ETF TRUST

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-13

TMFC

RBB FD INC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR

New

Shares352

Event2026-03-31

Filed2026-05-13

NLR

VANECK ETF TRUST

New

Shares1.5K

Event2026-03-31

Filed2026-05-13

MGV

VANGUARD WORLD FD

New

Shares1.4K

Event2026-03-31

Filed2026-05-13

RXRX

RECURSION PHARMACEUTICALS IN

117.73%

Shares44.2K

Event2026-03-31

Filed2026-05-13

EVG

EATON VANCE SHORT DURATION D

New

Shares12.1K

Event2026-03-31

Filed2026-05-13

MMT

MFS MULTIMARKET INCOME TR

New

Shares27.4K

Event2026-03-31

Filed2026-05-13

TAIL

CAMBRIA ETF TR

-39.65%

Shares10.5K

Event2026-03-31

Filed2026-05-13

ACP

ABRDN INCOME CREDIT STRATEGI

New

Shares20.0K

Event2026-03-31

Filed2026-05-13

T1 ENERGY INC

0.00%

Shares14.5K

Event2026-03-31

Filed2026-05-13

IPWR

IDEAL PWR INC

New

Shares20.0K

Event2026-03-31

Filed2026-05-13

EOSE

EOS ENERGY ENTERPRISES INC

New

Shares10.2K

Event2026-03-31

Filed2026-05-13

DNN

DENISON MINES CORP

0.00%

Shares12.5K

Event2026-03-31

Filed2026-05-13

LAES

SEALSQ CORP

30.17%

Shares15.8K

Event2026-03-31

Filed2026-05-13

SLDP

SOLID POWER INC

New

Shares11.1K

Event2026-03-31

Filed2026-05-13

BZAI

BLAIZE HLDGS INC

28.79%

Shares17.0K

Event2026-03-31

Filed2026-05-13

PLUG

PLUG PWR INC

New

Shares12.5K

Event2026-03-31

Filed2026-05-13

SIDUS SPACE INC

-0.83%

Shares12.0K

Event2026-03-31

Filed2026-05-13

GWH

ESS TECH INC

New

Shares15.6K

Event2026-03-31

Filed2026-05-13

ARBE

ARBE ROBOTICS LTD

0.00%

Shares27.1K

Event2026-03-31

Filed2026-05-13

Call Option Holdings

NVDA Call CallNVIDIA CORPORATION600 sharesnew addition2026-03-312026-05-13

NVDA Call

NVIDIA CORPORATION

New

Shares600

Event2026-03-31

Filed2026-05-13

Put Option Holdings

INVESCO QQQ TR Put PutINVESCO QQQ TR2.3K sharesnew addition2026-03-312026-05-13

SPY Put PutSTATE STR SPDR S&P 500 ETF T1.1K sharesnew addition2026-03-312026-05-13

IJR Put PutISHARES TR3.0K sharesnew addition2026-03-312026-05-13

INVESCO QQQ TR Put

INVESCO QQQ TR

New

Shares2.3K

Event2026-03-31

Filed2026-05-13

SPY Put

STATE STR SPDR S&P 500 ETF T

New

Shares1.1K

Event2026-03-31

Filed2026-05-13

IJR Put

ISHARES TR

New

Shares3.0K

Event2026-03-31

Filed2026-05-13