Sponsored

The Analysis of RIA Advisory Group LLC's Holdings & P&L

Currently, RIA Advisory Group LLC holds 144 types of securities in its portfolio with a total value $408.8M. In the most recent quarter, they have increased their positions in SGOV (+388.7K shares, valued at $39.1M), PSLV (+334.5K shares, valued at $8.2M), FEOE (+129.6K shares, valued at $6.5M); decreased their positions in SLV (-229.6K shares, valued at $15.6M), BIL (-126.1K shares, valued at $11.6M), VZ (-150.7K shares, valued at $7.6M); initiated new positions in FEOE (+129.6K shares, valued at $6.5M), IGV (+69.2K shares, valued at $5.5M), ORCL (+10.8K shares, valued at $1.6M).

1M P&L

+11.2M+3.35%

3M P&L

+15.3M+4.65%

HY P&L

+25.5M+7.99%

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/A233.2M

66.8%

2Utilities - Regulated Electric13.2M

3.8%

3Software - Infrastructure10.2M

2.9%

Top Industries by Stock Count

1N/A50 stocks

38.2%

2Utilities - Regulated Electric11 stocks

8.4%

3Semiconductors6 stocks

4.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO QQQ TR INVESCO QQQ TR82.4K shares10.34%2026-03-312026-04-24

SGOV ISHARES TR399.1K shares3740.13%2026-03-312026-04-24

VTI VANGUARD INDEX FDS123.8K shares5.76%2026-03-312026-04-24

OEF ISHARES TR115.3K shares6.49%2026-03-312026-04-24

SLV ISHARES SILVER TR277.8K shares-45.26%2026-03-312026-04-24

SPY STATE STR SPDR S&P 500 ETF T21.4K shares21.80%2026-03-312026-04-24

PSLV SPROTT ASSET MANAGEMENT LP454.5K shares278.65%2026-03-312026-04-24

KO COCA COLA CO107.2K shares-3.62%2026-03-312026-04-24

Sponsored

JNJ JOHNSON & JOHNSON30.8K shares454.69%2026-03-312026-04-24

BIL SPDR SERIES TRUST79.2K shares-61.42%2026-03-312026-04-24

MSFT MICROSOFT CORP18.5K shares14.01%2026-03-312026-04-24

NVDA NVIDIA CORPORATION39.2K shares-2.99%2026-03-312026-04-24

AAPL APPLE INC26.1K shares9.37%2026-03-312026-04-24

MCD MCDONALDS CORP21.2K shares-2.24%2026-03-312026-04-24

FEOE RBB FUND TRUST129.6K sharesnew addition2026-03-312026-04-24

PG PROCTER & GAMBLE CO44.8K shares6.35%2026-03-312026-04-24

Sponsored

AMZN AMAZON COM INC30.7K shares7.08%2026-03-312026-04-24

V VISA INC21.2K shares11.06%2026-03-312026-04-24

SHV ISHARES TR55.6K shares2.94%2026-03-312026-04-24

IGV ISHARES TR69.2K sharesnew addition2026-03-312026-04-24

ALPHABET INC ALPHABET INC18.1K shares20.08%2026-03-312026-04-24

GDXJ VANECK ETF TRUST39.0K shares4.42%2026-03-312026-04-24

GDX VANECK ETF TRUST46.9K shares9.25%2026-03-312026-04-24

XLG INVESCO EXCHANGE TRADED FD T65.7K shares-1.47%2026-03-312026-04-24

Sponsored

KOD KODIAK SCIENCES INC84.7K shares-25.38%2026-03-312026-04-24

SCHD SCHWAB STRATEGIC TR87.9K shares2.98%2026-03-312026-04-24

TSLA TESLA INC6.5K shares-19.71%2026-03-312026-04-24

ASB ASSOCIATED BANC-CORP89.8K shares0.00%2026-03-312026-04-24

WMT WALMART INC18.5K shares136.05%2026-03-312026-04-24

SCHX SCHWAB STRATEGIC TR88.6K shares-1.15%2026-03-312026-04-24

SILJ AMPLIFY ETF TR71.7K shares-1.72%2026-03-312026-04-24

SPYM SPDR SERIES TRUST25.8K shares23.76%2026-03-312026-04-24

Sponsored

EXC EXELON CORP37.3K shares-5.32%2026-03-312026-04-24

AEP AMERICAN ELEC PWR CO INC13.2K shares-0.15%2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION1.7K shares2.60%2026-03-312026-04-24

IBIT ISHARES BITCOIN TRUST ETF44.1K shares59.50%2026-03-312026-04-24

MMM 3M CO11.7K shares0.00%2026-03-312026-04-24

GLD SPDR GOLD TR3.9K shares116.22%2026-03-312026-04-24

PLTR PALANTIR TECHNOLOGIES INC10.9K shares-5.69%2026-03-312026-04-24

ORCL ORACLE CORP10.8K sharesnew addition2026-03-312026-04-24

Sponsored

SIL GLOBAL X FDS17.0K shares-2.87%2026-03-312026-04-24

IBMO ISHARES TR59.3K shares0.82%2026-03-312026-04-24

IBMP ISHARES TR57.2K shares2.48%2026-03-312026-04-24

IBMQ ISHARES TR56.1K shares1.67%2026-03-312026-04-24

WFC WELLS FARGO & CO17.4K shares0.02%2026-03-312026-04-24

IBMR ISHARES TR52.7K shares2.38%2026-03-312026-04-24

LNT ALLIANT ENERGY CORP18.5K shares9.30%2026-03-312026-04-24

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW10.0K shares9.38%2026-03-312026-04-24

Sponsored

TOPT ISHARES TR45.8K shares-3.82%2026-03-312026-04-24

XEL XCEL ENERGY INC16.1K shares2.17%2026-03-312026-04-24

QLD PROSHARES TR20.6K shares-40.73%2026-03-312026-04-24

PNW PINNACLE WEST CAP CORP12.2K shares10.03%2026-03-312026-04-24

CGBL CAPITAL GROUP CORE BALANCED35.3K shares4.49%2026-03-312026-04-24

EVRG EVERGY INC14.7K shares10.21%2026-03-312026-04-24

LINDE PLC LINDE PLC2.4K shares6.15%2026-03-312026-04-24

CMS CMS ENERGY CORP15.4K shares10.62%2026-03-312026-04-24

Sponsored

ORLY OREILLY AUTOMOTIVE INC12.8K shares-2.57%2026-03-312026-04-24

QQQM INVESCO EXCH TRADED FD TR II5.0K shares129.26%2026-03-312026-04-24

SSO PROSHARES TR22.6K shares-42.60%2026-03-312026-04-24

WEC ENERGY GROUP INC WEC ENERGY GROUP INC9.9K sharesnew addition2026-03-312026-04-24

FE FIRSTENERGY CORP22.2K sharesnew addition2026-03-312026-04-24

AEE AMEREN CORP10.1K sharesnew addition2026-03-312026-04-24

REG REGENCY CTRS CORP14.6K sharesnew addition2026-03-312026-04-24

CTAS CINTAS CORP5.8K shares6.18%2026-03-312026-04-24

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC2.6K shares-4.92%2026-03-312026-04-24

ADP AUTOMATIC DATA PROCESSING IN4.4K shares49.69%2026-03-312026-04-24

PHYS SPROTT ASSET MANAGEMENT LP24.5K shares8.52%2026-03-312026-04-24

XOM EXXON MOBIL CORP5.1K shares-40.93%2026-03-312026-04-24

SO SOUTHERN CO8.5K shares-0.84%2026-03-312026-04-24

PEP PEPSICO INC5.2K shares7.37%2026-03-312026-04-24

ALPHABET INC ALPHABET INC2.7K shares-10.29%2026-03-312026-04-24

BOXX EA SERIES TRUST6.4K shares-25.17%2026-03-312026-04-24

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.6K shares-3.30%2026-03-312026-04-24

META META PLATFORMS INC1.3K shares-60.86%2026-03-312026-04-24

AMD ADVANCED MICRO DEVICES INC3.3K shares-69.15%2026-03-312026-04-24

CGGR CAPITAL GROUP GROWTH ETF16.4K shares9.25%2026-03-312026-04-24

EMPB EA SERIES TRUST21.6K sharesnew addition2026-03-312026-04-24

SYK STRYKER CORPORATION1.9K shares-12.86%2026-03-312026-04-24

MO ALTRIA GROUP INC9.4K shares-65.26%2026-03-312026-04-24

INTC INTEL CORP13.4K shares-74.19%2026-03-312026-04-24

Sponsored

BSV VANGUARD BD INDEX FDS7.3K shares-5.22%2026-03-312026-04-24

CAG CONAGRA BRANDS INC36.0K sharesnew addition2026-03-312026-04-24

AXTI AXT INC9.2K sharesnew addition2026-03-312026-04-24

TGT TARGET CORP4.3K shares-3.25%2026-03-312026-04-24

XLU SELECT SECTOR SPDR TR11.4K shares7.16%2026-03-312026-04-24

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T10.6K shares-0.22%2026-03-312026-04-24

SCHB SCHWAB STRATEGIC TR19.8K shares-0.20%2026-03-312026-04-24

VIG VANGUARD SPECIALIZED FUNDS2.2K shares-65.44%2026-03-312026-04-24

Sponsored

IBM INTERNATIONAL BUSINESS MACHS1.9K shares-23.85%2026-03-312026-04-24

DIA STATE STR SPDR DOW JONES IND978 shares22.10%2026-03-312026-04-24

PROSHARES TR PROSHARES TR5.9K sharesnew addition2026-03-312026-04-24

TSEM TOWER SEMICONDUCTOR LTD2.5K sharesnew addition2026-03-312026-04-24

FDX FEDEX CORP1.2K shares-75.50%2026-03-312026-04-24

CSCO CISCO SYS INC5.5K shares-5.69%2026-03-312026-04-24

CSX CSX CORP10.1K sharesnew addition2026-03-312026-04-24

JPM JPMORGAN CHASE & CO1.4K shares-1.68%2026-03-312026-04-24

Sponsored

CTVA CORTEVA INC4.9K shares0.00%2026-03-312026-04-24

EXPD EXPEDITORS INTL WASH INC2.8K shares-0.82%2026-03-312026-04-24

ONEV SPDR SERIES TRUST3.0K shares0.44%2026-03-312026-04-24

UBSI UNITED BANKSHARES INC WEST V9.5K sharesnew addition2026-03-312026-04-24

TLT ISHARES TR4.5K shares-10.59%2026-03-312026-04-24

CVX CHEVRON CORPORATION1.8K shares34.55%2026-03-312026-04-24

NEE NEXTERA ENERGY INC4.1K sharesnew addition2026-03-312026-04-24

NOBL PROSHARES TR3.5K shares0.40%2026-03-312026-04-24

Sponsored

AGQ PROSHARES TR II3.1K sharesnew addition2026-03-312026-04-24

NDSN NORDSON CORP1.4K sharesnew addition2026-03-312026-04-24

UPS UNITED PARCEL SVCS INC3.7K shares1.25%2026-03-312026-04-24

UNP UNION PAC CORP1.5K shares-7.85%2026-03-312026-04-24

WTRG ESSENTIAL UTILS INC8.6K shares-4.10%2026-03-312026-04-24

MNST MONSTER BEVERAGE CORP NEW4.7K shares-6.80%2026-03-312026-04-24

GPC GENUINE PARTS CO3.1K sharesnew addition2026-03-312026-04-24

VRT VERTIV HOLDINGS CO1.3K sharesnew addition2026-03-312026-04-24

Sponsored

VYM VANGUARD WHITEHALL FDS2.1K shares0.66%2026-03-312026-04-24

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.6K shares-23.13%2026-03-312026-04-24

KDP KEURIG DR PEPPER INC11.2K shares-4.53%2026-03-312026-04-24

CEG CONSTELLATION ENERGY CORP1.0K shares0.00%2026-03-312026-04-24

VANGUARD INDEX FDS VANGUARD INDEX FDS449 shares-3.23%2026-03-312026-04-24

IWV ISHARES TR696 shares-3.73%2026-03-312026-04-24

CAH CARDINAL HEALTH INC1.2K shares-4.93%2026-03-312026-04-24

IHG INTERCONTINENTAL HOTELS GROU1.9K shares5.29%2026-03-312026-04-24

Sponsored

CBU COMMUNITY FINANCIAL SYSTEM I4.2K sharesnew addition2026-03-312026-04-24

GGG GRACO INC2.8K shares-3.08%2026-03-312026-04-24

IDXX IDEXX LABS INC426 shares5.19%2026-03-312026-04-24

VZ VERIZON COMMUNICATIONS INC4.8K shares-96.94%2026-03-312026-04-24

HP INC HP INC12.4K shares30.61%2026-03-312026-04-24

DIS DISNEY WALT CO2.4K shares-79.55%2026-03-312026-04-24

KNF KNIFE RIVER CORP2.9K shares-3.96%2026-03-312026-04-24

BSCR INVESCO EXCH TRD SLF IDX FD11.7K sharesnew addition2026-03-312026-04-24

Sponsored

ORI OLD REP INTL CORP5.7K shares1.96%2026-03-312026-04-24

BSCQ INVESCO EXCH TRD SLF IDX FD11.6K sharesnew addition2026-03-312026-04-24

CAT CATERPILLAR INC313 sharesnew addition2026-03-312026-04-24

ATO ATMOS ENERGY CORP1.2K sharesnew addition2026-03-312026-04-24

OCTW AIM ETF PRODUCTS TRUST5.5K shares0.00%2026-03-312026-04-24

FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD10.3K sharesnew addition2026-03-312026-04-24

MU MICRON TECHNOLOGY INC620 shares-16.55%2026-03-312026-04-24

JANW AIM ETF PRODUCTS TRUST5.6K shares0.00%2026-03-312026-04-24

Sponsored

WK WORKIVA INC3.4K shares0.00%2026-03-312026-04-24

VEA VANGUARD TAX-MANAGED FDS3.1K shares-15.38%2026-03-312026-04-24

EVCM EVERCOMMERCE INC17.6K shares-15.89%2026-03-312026-04-24

BSCS INVESCO EXCH TRD SLF IDX FD9.8K sharesnew addition2026-03-312026-04-24

DJT TRUMP MEDIA & TECHNOLOGY GRO16.9K shares11.40%2026-03-312026-04-24

ADMA ADMA BIOLOGICS INC10.9K sharesnew addition2026-03-312026-04-24

RUM RUMBLE INC11.6K shares-1.36%2026-03-312026-04-24

GPRO GOPRO INC15.7K shares0.00%2026-03-312026-04-24

Sponsored

INVESCO QQQ TR

10.34%

Shares82.4K

Event2026-03-31

Filed2026-04-24

SGOV

ISHARES TR

3740.13%

Shares399.1K

Event2026-03-31

Filed2026-04-24

VTI

VANGUARD INDEX FDS

5.76%

Shares123.8K

Event2026-03-31

Filed2026-04-24

OEF

ISHARES TR

6.49%

Shares115.3K

Event2026-03-31

Filed2026-04-24

SLV

ISHARES SILVER TR

-45.26%

Shares277.8K

Event2026-03-31

Filed2026-04-24

SPY

STATE STR SPDR S&P 500 ETF T

21.80%

Shares21.4K

Event2026-03-31

Filed2026-04-24

PSLV

SPROTT ASSET MANAGEMENT LP

278.65%

Shares454.5K

Event2026-03-31

Filed2026-04-24

COCA COLA CO

-3.62%

Shares107.2K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON

454.69%

Shares30.8K

Event2026-03-31

Filed2026-04-24

BIL

SPDR SERIES TRUST

-61.42%

Shares79.2K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

14.01%

Shares18.5K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

-2.99%

Shares39.2K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

9.37%

Shares26.1K

Event2026-03-31

Filed2026-04-24

MCD

MCDONALDS CORP

-2.24%

Shares21.2K

Event2026-03-31

Filed2026-04-24

FEOE

RBB FUND TRUST

New

Shares129.6K

Event2026-03-31

Filed2026-04-24

PROCTER & GAMBLE CO

6.35%

Shares44.8K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

7.08%

Shares30.7K

Event2026-03-31

Filed2026-04-24

VISA INC

11.06%

Shares21.2K

Event2026-03-31

Filed2026-04-24

SHV

ISHARES TR

2.94%

Shares55.6K

Event2026-03-31

Filed2026-04-24

IGV

ISHARES TR

New

Shares69.2K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

20.08%

Shares18.1K

Event2026-03-31

Filed2026-04-24

GDXJ

VANECK ETF TRUST

4.42%

Shares39.0K

Event2026-03-31

Filed2026-04-24

GDX

VANECK ETF TRUST

9.25%

Shares46.9K

Event2026-03-31

Filed2026-04-24

XLG

INVESCO EXCHANGE TRADED FD T

-1.47%

Shares65.7K

Event2026-03-31

Filed2026-04-24

KOD

KODIAK SCIENCES INC

-25.38%

Shares84.7K

Event2026-03-31

Filed2026-04-24

SCHD

SCHWAB STRATEGIC TR

2.98%

Shares87.9K

Event2026-03-31

Filed2026-04-24

TSLA

TESLA INC

-19.71%

Shares6.5K

Event2026-03-31

Filed2026-04-24

ASB

ASSOCIATED BANC-CORP

0.00%

Shares89.8K

Event2026-03-31

Filed2026-04-24

WMT

WALMART INC

136.05%

Shares18.5K

Event2026-03-31

Filed2026-04-24

SCHX

SCHWAB STRATEGIC TR

-1.15%

Shares88.6K

Event2026-03-31

Filed2026-04-24

SILJ

AMPLIFY ETF TR

-1.72%

Shares71.7K

Event2026-03-31

Filed2026-04-24

SPYM

SPDR SERIES TRUST

23.76%

Shares25.8K

Event2026-03-31

Filed2026-04-24

EXC

EXELON CORP

-5.32%

Shares37.3K

Event2026-03-31

Filed2026-04-24

AEP

AMERICAN ELEC PWR CO INC

-0.15%

Shares13.2K

Event2026-03-31

Filed2026-04-24

COST

COSTCO WHOLESALE CORPORATION

2.60%

Shares1.7K

Event2026-03-31

Filed2026-04-24

IBIT

ISHARES BITCOIN TRUST ETF

59.50%

Shares44.1K

Event2026-03-31

Filed2026-04-24

MMM

3M CO

0.00%

Shares11.7K

Event2026-03-31

Filed2026-04-24

GLD

SPDR GOLD TR

116.22%

Shares3.9K

Event2026-03-31

Filed2026-04-24

PLTR

PALANTIR TECHNOLOGIES INC

-5.69%

Shares10.9K

Event2026-03-31

Filed2026-04-24

ORCL

ORACLE CORP

New

Shares10.8K

Event2026-03-31

Filed2026-04-24

SIL

GLOBAL X FDS

-2.87%

Shares17.0K

Event2026-03-31

Filed2026-04-24

IBMO

ISHARES TR

0.82%

Shares59.3K

Event2026-03-31

Filed2026-04-24

IBMP

ISHARES TR

2.48%

Shares57.2K

Event2026-03-31

Filed2026-04-24

IBMQ

ISHARES TR

1.67%

Shares56.1K

Event2026-03-31

Filed2026-04-24

WFC

WELLS FARGO & CO

0.02%

Shares17.4K

Event2026-03-31

Filed2026-04-24

IBMR

ISHARES TR

2.38%

Shares52.7K

Event2026-03-31

Filed2026-04-24

LNT

ALLIANT ENERGY CORP

9.30%

Shares18.5K

Event2026-03-31

Filed2026-04-24

DUKE ENERGY CORP NEW

9.38%

Shares10.0K

Event2026-03-31

Filed2026-04-24

TOPT

ISHARES TR

-3.82%

Shares45.8K

Event2026-03-31

Filed2026-04-24

XEL

XCEL ENERGY INC

2.17%

Shares16.1K

Event2026-03-31

Filed2026-04-24

QLD

PROSHARES TR

-40.73%

Shares20.6K

Event2026-03-31

Filed2026-04-24

PNW

PINNACLE WEST CAP CORP

10.03%

Shares12.2K

Event2026-03-31

Filed2026-04-24

CGBL

CAPITAL GROUP CORE BALANCED

4.49%

Shares35.3K

Event2026-03-31

Filed2026-04-24

EVRG

EVERGY INC

10.21%

Shares14.7K

Event2026-03-31

Filed2026-04-24

LINDE PLC

6.15%

Shares2.4K

Event2026-03-31

Filed2026-04-24

CMS

CMS ENERGY CORP

10.62%

Shares15.4K

Event2026-03-31

Filed2026-04-24

ORLY

OREILLY AUTOMOTIVE INC

-2.57%

Shares12.8K

Event2026-03-31

Filed2026-04-24

QQQM

INVESCO EXCH TRADED FD TR II

129.26%

Shares5.0K

Event2026-03-31

Filed2026-04-24

SSO

PROSHARES TR

-42.60%

Shares22.6K

Event2026-03-31

Filed2026-04-24

WEC ENERGY GROUP INC

New

Shares9.9K

Event2026-03-31

Filed2026-04-24

FIRSTENERGY CORP

New

Shares22.2K

Event2026-03-31

Filed2026-04-24

AEE

AMEREN CORP

New

Shares10.1K

Event2026-03-31

Filed2026-04-24

REG

REGENCY CTRS CORP

New

Shares14.6K

Event2026-03-31

Filed2026-04-24

CTAS

CINTAS CORP

6.18%

Shares5.8K

Event2026-03-31

Filed2026-04-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-4.92%

Shares2.6K

Event2026-03-31

Filed2026-04-24

ADP

AUTOMATIC DATA PROCESSING IN

49.69%

Shares4.4K

Event2026-03-31

Filed2026-04-24

PHYS

SPROTT ASSET MANAGEMENT LP

8.52%

Shares24.5K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

-40.93%

Shares5.1K

Event2026-03-31

Filed2026-04-24

SOUTHERN CO

-0.84%

Shares8.5K

Event2026-03-31

Filed2026-04-24

PEP

PEPSICO INC

7.37%

Shares5.2K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-10.29%

Shares2.7K

Event2026-03-31

Filed2026-04-24

BOXX

EA SERIES TRUST

-25.17%

Shares6.4K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

-3.30%

Shares1.6K

Event2026-03-31

Filed2026-04-24

META

META PLATFORMS INC

-60.86%

Shares1.3K

Event2026-03-31

Filed2026-04-24

AMD

ADVANCED MICRO DEVICES INC

-69.15%

Shares3.3K

Event2026-03-31

Filed2026-04-24

CGGR

CAPITAL GROUP GROWTH ETF

9.25%

Shares16.4K

Event2026-03-31

Filed2026-04-24

EMPB

EA SERIES TRUST

New

Shares21.6K

Event2026-03-31

Filed2026-04-24

SYK

STRYKER CORPORATION

-12.86%

Shares1.9K

Event2026-03-31

Filed2026-04-24

ALTRIA GROUP INC

-65.26%

Shares9.4K

Event2026-03-31

Filed2026-04-24

INTC

INTEL CORP

-74.19%

Shares13.4K

Event2026-03-31

Filed2026-04-24

BSV

VANGUARD BD INDEX FDS

-5.22%

Shares7.3K

Event2026-03-31

Filed2026-04-24

CAG

CONAGRA BRANDS INC

New

Shares36.0K

Event2026-03-31

Filed2026-04-24

AXTI

AXT INC

New

Shares9.2K

Event2026-03-31

Filed2026-04-24

TGT

TARGET CORP

-3.25%

Shares4.3K

Event2026-03-31

Filed2026-04-24

XLU

SELECT SECTOR SPDR TR

7.16%

Shares11.4K

Event2026-03-31

Filed2026-04-24

INVESCO EXCHANGE TRADED FD T

-0.22%

Shares10.6K

Event2026-03-31

Filed2026-04-24

SCHB

SCHWAB STRATEGIC TR

-0.20%

Shares19.8K

Event2026-03-31

Filed2026-04-24

VIG

VANGUARD SPECIALIZED FUNDS

-65.44%

Shares2.2K

Event2026-03-31

Filed2026-04-24

IBM

INTERNATIONAL BUSINESS MACHS

-23.85%

Shares1.9K

Event2026-03-31

Filed2026-04-24

DIA

STATE STR SPDR DOW JONES IND

22.10%

Shares978

Event2026-03-31

Filed2026-04-24

PROSHARES TR

New

Shares5.9K

Event2026-03-31

Filed2026-04-24

TSEM

TOWER SEMICONDUCTOR LTD

New

Shares2.5K

Event2026-03-31

Filed2026-04-24

FDX

FEDEX CORP

-75.50%

Shares1.2K

Event2026-03-31

Filed2026-04-24

CSCO

CISCO SYS INC

-5.69%

Shares5.5K

Event2026-03-31

Filed2026-04-24

CSX

CSX CORP

New

Shares10.1K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

-1.68%

Shares1.4K

Event2026-03-31

Filed2026-04-24

CTVA

CORTEVA INC

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-24

EXPD

EXPEDITORS INTL WASH INC

-0.82%

Shares2.8K

Event2026-03-31

Filed2026-04-24

ONEV

SPDR SERIES TRUST

0.44%

Shares3.0K

Event2026-03-31

Filed2026-04-24

UBSI

UNITED BANKSHARES INC WEST V

New

Shares9.5K

Event2026-03-31

Filed2026-04-24

TLT

ISHARES TR

-10.59%

Shares4.5K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

34.55%

Shares1.8K

Event2026-03-31

Filed2026-04-24

NEE

NEXTERA ENERGY INC

New

Shares4.1K

Event2026-03-31

Filed2026-04-24

NOBL

PROSHARES TR

0.40%

Shares3.5K

Event2026-03-31

Filed2026-04-24

AGQ

PROSHARES TR II

New

Shares3.1K

Event2026-03-31

Filed2026-04-24

NDSN

NORDSON CORP

New

Shares1.4K

Event2026-03-31

Filed2026-04-24

UPS

UNITED PARCEL SVCS INC

1.25%

Shares3.7K

Event2026-03-31

Filed2026-04-24

UNP

UNION PAC CORP

-7.85%

Shares1.5K

Event2026-03-31

Filed2026-04-24

WTRG

ESSENTIAL UTILS INC

-4.10%

Shares8.6K

Event2026-03-31

Filed2026-04-24

MNST

MONSTER BEVERAGE CORP NEW

-6.80%

Shares4.7K

Event2026-03-31

Filed2026-04-24

GPC

GENUINE PARTS CO

New

Shares3.1K

Event2026-03-31

Filed2026-04-24

VRT

VERTIV HOLDINGS CO

New

Shares1.3K

Event2026-03-31

Filed2026-04-24

VYM

VANGUARD WHITEHALL FDS

0.66%

Shares2.1K

Event2026-03-31

Filed2026-04-24

INVESCO EXCHANGE TRADED FD T

-23.13%

Shares1.6K

Event2026-03-31

Filed2026-04-24

KDP

KEURIG DR PEPPER INC

-4.53%

Shares11.2K

Event2026-03-31

Filed2026-04-24

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

-3.23%

Shares449

Event2026-03-31

Filed2026-04-24

IWV

ISHARES TR

-3.73%

Shares696

Event2026-03-31

Filed2026-04-24

CAH

CARDINAL HEALTH INC

-4.93%

Shares1.2K

Event2026-03-31

Filed2026-04-24

IHG

INTERCONTINENTAL HOTELS GROU

5.29%

Shares1.9K

Event2026-03-31

Filed2026-04-24

CBU

COMMUNITY FINANCIAL SYSTEM I

New

Shares4.2K

Event2026-03-31

Filed2026-04-24

GGG

GRACO INC

-3.08%

Shares2.8K

Event2026-03-31

Filed2026-04-24

IDXX

IDEXX LABS INC

5.19%

Shares426

Event2026-03-31

Filed2026-04-24

VERIZON COMMUNICATIONS INC

-96.94%

Shares4.8K

Event2026-03-31

Filed2026-04-24

HP INC

30.61%

Shares12.4K

Event2026-03-31

Filed2026-04-24

DIS

DISNEY WALT CO

-79.55%

Shares2.4K

Event2026-03-31

Filed2026-04-24

KNF

KNIFE RIVER CORP

-3.96%

Shares2.9K

Event2026-03-31

Filed2026-04-24

BSCR

INVESCO EXCH TRD SLF IDX FD

New

Shares11.7K

Event2026-03-31

Filed2026-04-24

ORI

OLD REP INTL CORP

1.96%

Shares5.7K

Event2026-03-31

Filed2026-04-24

BSCQ

INVESCO EXCH TRD SLF IDX FD

New

Shares11.6K

Event2026-03-31

Filed2026-04-24

CAT

CATERPILLAR INC

New

Shares313

Event2026-03-31

Filed2026-04-24

ATO

ATMOS ENERGY CORP

New

Shares1.2K

Event2026-03-31

Filed2026-04-24

OCTW

AIM ETF PRODUCTS TRUST

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-24

FIRST TR EXCHANGE-TRADED FD

New

Shares10.3K

Event2026-03-31

Filed2026-04-24

MICRON TECHNOLOGY INC

-16.55%

Shares620

Event2026-03-31

Filed2026-04-24

JANW

AIM ETF PRODUCTS TRUST

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-24

WORKIVA INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-24

VEA

VANGUARD TAX-MANAGED FDS

-15.38%

Shares3.1K

Event2026-03-31

Filed2026-04-24

EVCM

EVERCOMMERCE INC

-15.89%

Shares17.6K

Event2026-03-31

Filed2026-04-24

BSCS

INVESCO EXCH TRD SLF IDX FD

New

Shares9.8K

Event2026-03-31

Filed2026-04-24

DJT

TRUMP MEDIA & TECHNOLOGY GRO

11.40%

Shares16.9K

Event2026-03-31

Filed2026-04-24

ADMA

ADMA BIOLOGICS INC

New

Shares10.9K

Event2026-03-31

Filed2026-04-24

RUM

RUMBLE INC

-1.36%

Shares11.6K

Event2026-03-31

Filed2026-04-24

GPRO

GOPRO INC

0.00%

Shares15.7K

Event2026-03-31

Filed2026-04-24

Call Option Holdings

SLV Call CallISHARES SILVER TR175.0K shares12400.00%2026-03-312026-04-24

SLV Call

ISHARES SILVER TR

12400.00%

Shares175.0K

Event2026-03-31

Filed2026-04-24

Put Option Holdings

No put option holdings data available