The Analysis of Ritter Daniher Financial Advisory LLC / DE's Holdings & P&L


Currently, Ritter Daniher Financial Advisory LLC / DE holds 590 types of securities in its portfolio with a total value $589.4M. In the most recent quarter, they have increased their positions in VNLA (+107.9K shares, valued at $5.3M), PYLD (+90.8K shares, valued at $2.4M), QGRW (+26.4K shares, valued at $1.4M); decreased their positions in JEPI (-67.1K shares, valued at $3.8M), AVEM (-9.2K shares, valued at $742.5K), PG (-3.7K shares, valued at $541.2K); initiated new positions in LMBS (+10.2K shares, valued at $507.3K), QUAL (+545 shares, valued at $104.5K), XLP (+872 shares, valued at $71.5K).


1M P&L
+16.7M+2.82%
3M P&L
+6.4M+1.06%
HY P&L
+39.8M+7.00%

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/A468.1M
83.8%
2Household & Personal Products10.6M
1.9%
3Banks - Regional9.4M
1.7%

Top Industries by Stock Count

1N/A231 stocks
41.8%
2Asset Management13 stocks
2.4%
3Semiconductors11 stocks
2.0%
Stock Holdings
IVV
ISHARES TR
-0.16%
Shares141.8K
Event2026-03-31
Filed2026-05-06
PYLD
PIMCO ETF TR
5.48%
Shares1.7M
Event2026-03-31
Filed2026-05-06
DGRO
ISHARES TR
2.01%
Shares642.7K
Event2026-03-31
Filed2026-05-06
IEFA
ISHARES TR
1.16%
Shares385.2K
Event2026-03-31
Filed2026-05-06
AVEM
AMERICAN CENTY ETF TR
-2.26%
Shares399.3K
Event2026-03-31
Filed2026-05-06
VNLA
JANUS DETROIT STR TR
22.60%
Shares585.6K
Event2026-03-31
Filed2026-05-06
IJH
ISHARES TR
-0.50%
Shares423.5K
Event2026-03-31
Filed2026-05-06
IJR
ISHARES TR
-0.99%
Shares156.1K
Event2026-03-31
Filed2026-05-06
QGRW
WISDOMTREE TR
8.52%
Shares336.1K
Event2026-03-31
Filed2026-05-06
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-0.43%
Shares19.7K
Event2026-03-31
Filed2026-05-06
DFIS
DIMENSIONAL ETF TRUST
2.77%
Shares316.8K
Event2026-03-31
Filed2026-05-06
PG
PROCTER & GAMBLE CO
-4.88%
Shares73.1K
Event2026-03-31
Filed2026-05-06
AAPL
APPLE INC
-0.40%
Shares36.0K
Event2026-03-31
Filed2026-05-06
LCNB
LCNB CORP
-0.06%
Shares544.9K
Event2026-03-31
Filed2026-05-06
RDVY
FIRST TR EXCHANGE TRADED FD
3.19%
Shares108.3K
Event2026-03-31
Filed2026-05-06
INVESCO QQQ TR
INVESCO QQQ TR
0.91%
Shares12.3K
Event2026-03-31
Filed2026-05-06
QQQM
INVESCO EXCH TRADED FD TR II
1.82%
Shares27.1K
Event2026-03-31
Filed2026-05-06
JPM
JPMORGAN CHASE & CO
-0.17%
Shares20.4K
Event2026-03-31
Filed2026-05-06
ALPHABET INC
ALPHABET INC
-1.27%
Shares18.7K
Event2026-03-31
Filed2026-05-06
DJUL
FIRST TR EXCHNG TRADED FD VI
-8.85%
Shares109.5K
Event2026-03-31
Filed2026-05-06
VYM
VANGUARD WHITEHALL FDS
-0.79%
Shares32.8K
Event2026-03-31
Filed2026-05-06
AMZN
AMAZON COM INC
-0.45%
Shares22.1K
Event2026-03-31
Filed2026-05-06
VTV
VANGUARD INDEX FDS
-0.19%
Shares23.2K
Event2026-03-31
Filed2026-05-06
VIG
VANGUARD SPECIALIZED FUNDS
-1.30%
Shares20.8K
Event2026-03-31
Filed2026-05-06
DDEC
FIRST TR EXCHNG TRADED FD VI
-0.63%
Shares93.3K
Event2026-03-31
Filed2026-05-06
MSFT
MICROSOFT CORP
1.28%
Shares10.9K
Event2026-03-31
Filed2026-05-06
CTAS
CINTAS CORP
0.00%
Shares22.3K
Event2026-03-31
Filed2026-05-06
SPYG
SPDR SERIES TRUST
-0.81%
Shares30.9K
Event2026-03-31
Filed2026-05-06
JEPI
J P MORGAN EXCHANGE TRADED F
-55.98%
Shares52.8K
Event2026-03-31
Filed2026-05-06
DJUN
FIRST TR EXCHNG TRADED FD VI
-4.78%
Shares49.6K
Event2026-03-31
Filed2026-05-06
DAUG
FIRST TR EXCHNG TRADED FD VI
-0.02%
Shares53.4K
Event2026-03-31
Filed2026-05-06
VUG
VANGUARD INDEX FDS
-1.08%
Shares5.2K
Event2026-03-31
Filed2026-05-06
FPE
FIRST TR EXCH TRADED FD III
-0.51%
Shares125.6K
Event2026-03-31
Filed2026-05-06
DOCT
FIRST TR EXCHNG TRADED FD VI
-0.99%
Shares51.3K
Event2026-03-31
Filed2026-05-06
VTEB
VANGUARD MUN BD FDS
0.00%
Shares43.6K
Event2026-03-31
Filed2026-05-06
TGRW
T ROWE PRICE ETF INC
2.62%
Shares49.0K
Event2026-03-31
Filed2026-05-06
META
META PLATFORMS INC
-0.97%
Shares3.4K
Event2026-03-31
Filed2026-05-06
ALPHABET INC
ALPHABET INC
-1.26%
Shares6.7K
Event2026-03-31
Filed2026-05-06
AVIV
AMERICAN CENTY ETF TR
6.61%
Shares23.0K
Event2026-03-31
Filed2026-05-06
XOM
EXXON MOBIL CORP
-0.51%
Shares9.9K
Event2026-03-31
Filed2026-05-06
IJJ
ISHARES TR
-9.76%
Shares12.2K
Event2026-03-31
Filed2026-05-06
IJK
ISHARES TR
-13.47%
Shares15.5K
Event2026-03-31
Filed2026-05-06
IWP
ISHARES TR
-2.27%
Shares12.0K
Event2026-03-31
Filed2026-05-06
IJT
ISHARES TR
-2.45%
Shares10.5K
Event2026-03-31
Filed2026-05-06
JAVA
J P MORGAN EXCHANGE TRADED F
-13.28%
Shares20.8K
Event2026-03-31
Filed2026-05-06
SCHW
SCHWAB CHARLES CORP
-1.60%
Shares15.3K
Event2026-03-31
Filed2026-05-06
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares2
Event2026-03-31
Filed2026-05-06
SDVY
FIRST TR EXCHANGE TRADED FD
-1.34%
Shares36.2K
Event2026-03-31
Filed2026-05-06
LLY
ELI LILLY & CO
34.53%
Shares1.5K
Event2026-03-31
Filed2026-05-06
TSM
TAIWAN SEMICONDUCTOR MANUFAC
0.49%
Shares4.1K
Event2026-03-31
Filed2026-05-06
SPYM
SPDR SERIES TRUST
617.98%
Shares17.2K
Event2026-03-31
Filed2026-05-06
SPGP
INVESCO EXCHANGE TRADED FD T
-13.85%
Shares12.2K
Event2026-03-31
Filed2026-05-06
IVOO
VANGUARD ADMIRAL FDS INC
0.70%
Shares11.4K
Event2026-03-31
Filed2026-05-06
VIOO
VANGUARD ADMIRAL FDS INC
-0.49%
Shares11.3K
Event2026-03-31
Filed2026-05-06
BKNG
BOOKING HOLDINGS INC
0.65%
Shares308
Event2026-03-31
Filed2026-05-06
DMAY
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares28.7K
Event2026-03-31
Filed2026-05-06
EFG
ISHARES TR
4.98%
Shares11.6K
Event2026-03-31
Filed2026-05-06
COST
COSTCO WHOLESALE CORPORATION
-1.53%
Shares1.3K
Event2026-03-31
Filed2026-05-06
TSLA
TESLA INC
0.03%
Shares3.4K
Event2026-03-31
Filed2026-05-06
V
VISA INC
0.12%
Shares4.2K
Event2026-03-31
Filed2026-05-06
SCHX
SCHWAB STRATEGIC TR
2.48%
Shares48.5K
Event2026-03-31
Filed2026-05-06
NEE
NEXTERA ENERGY INC
0.11%
Shares13.3K
Event2026-03-31
Filed2026-05-06
VOE
VANGUARD INDEX FDS
-0.30%
Shares6.6K
Event2026-03-31
Filed2026-05-06
WFC
WELLS FARGO & CO
-3.78%
Shares14.7K
Event2026-03-31
Filed2026-05-06
IVW
ISHARES TR
-2.16%
Shares10.2K
Event2026-03-31
Filed2026-05-06
AMAT
APPLIED MATLS INC
-0.12%
Shares3.3K
Event2026-03-31
Filed2026-05-06
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-2.56%
Shares5.7K
Event2026-03-31
Filed2026-05-06
VBR
VANGUARD INDEX FDS
-0.30%
Shares4.9K
Event2026-03-31
Filed2026-05-06
FPEI
FIRST TR EXCH TRADED FD III
4.75%
Shares54.7K
Event2026-03-31
Filed2026-05-06
EFA
ISHARES TR
-6.01%
Shares10.7K
Event2026-03-31
Filed2026-05-06
IWR
ISHARES TR
-0.53%
Shares10.4K
Event2026-03-31
Filed2026-05-06
IJS
ISHARES TR
3.22%
Shares8.5K
Event2026-03-31
Filed2026-05-06
JMST
J P MORGAN EXCHANGE TRADED F
17.23%
Shares19.3K
Event2026-03-31
Filed2026-05-06
GLD
SPDR GOLD TR
0.00%
Shares2.3K
Event2026-03-31
Filed2026-05-06
MA
MASTERCARD INCORPORATED
0.62%
Shares1.9K
Event2026-03-31
Filed2026-05-06
COWZ
PACER FDS TR
-6.38%
Shares14.4K
Event2026-03-31
Filed2026-05-06
MOAT
VANECK ETF TRUST
-1.76%
Shares8.5K
Event2026-03-31
Filed2026-05-06
VEA
VANGUARD TAX-MANAGED FDS
-2.88%
Shares12.7K
Event2026-03-31
Filed2026-05-06
ELV
ELEVANCE HEALTH INC FORMERLY
-7.12%
Shares2.7K
Event2026-03-31
Filed2026-05-06
SPYV
SPDR SERIES TRUST
0.46%
Shares13.8K
Event2026-03-31
Filed2026-05-06
NSC
NORFOLK SOUTHN CORP
0.22%
Shares2.7K
Event2026-03-31
Filed2026-05-06
VB
VANGUARD INDEX FDS
0.97%
Shares2.9K
Event2026-03-31
Filed2026-05-06
NVDA
NVIDIA CORPORATION
2.99%
Shares4.2K
Event2026-03-31
Filed2026-05-06
IWM
ISHARES TR
-6.52%
Shares2.9K
Event2026-03-31
Filed2026-05-06
SPY
STATE STR SPDR S&P 500 ETF T
-1.35%
Shares1.1K
Event2026-03-31
Filed2026-05-06
DFEB
FIRST TR EXCHNG TRADED FD VI
-1.70%
Shares14.7K
Event2026-03-31
Filed2026-05-06
RTX
RTX CORPORATION
0.14%
Shares3.6K
Event2026-03-31
Filed2026-05-06
PM
PHILIP MORRIS INTL INC
-1.32%
Shares4.2K
Event2026-03-31
Filed2026-05-06
EFV
ISHARES TR
0.00%
Shares9.0K
Event2026-03-31
Filed2026-05-06
IQV
IQVIA HLDGS INC
-4.87%
Shares3.9K
Event2026-03-31
Filed2026-05-06
RCL
ROYAL CARIBBEAN GROUP
0.00%
Shares2.4K
Event2026-03-31
Filed2026-05-06
CVX
CHEVRON CORPORATION
-8.43%
Shares3.1K
Event2026-03-31
Filed2026-05-06
OUNZ
VANECK MERK GOLD ETF
0.00%
Shares13.6K
Event2026-03-31
Filed2026-05-06
DIS
DISNEY WALT CO
0.90%
Shares5.9K
Event2026-03-31
Filed2026-05-06
BROADCOM INC
BROADCOM INC
-2.91%
Shares1.7K
Event2026-03-31
Filed2026-05-06
CENCORA INC
CENCORA INC
-1.96%
Shares1.7K
Event2026-03-31
Filed2026-05-06
COP
CONOCOPHILLIPS
-1.87%
Shares4.0K
Event2026-03-31
Filed2026-05-06
ADI
ANALOG DEVICES INC
0.48%
Shares1.7K
Event2026-03-31
Filed2026-05-06
IVE
ISHARES TR
-0.45%
Shares2.4K
Event2026-03-31
Filed2026-05-06
LMBS
FIRST TR EXCHANGE-TRADED FD
New
Shares10.2K
Event2026-03-31
Filed2026-05-06
LECO
LINCOLN ELEC HLDGS INC
-12.88%
Shares2.0K
Event2026-03-31
Filed2026-05-06
BK
BANK NEW YORK MELLON CORP
-3.45%
Shares4.3K
Event2026-03-31
Filed2026-05-06
DVY
ISHARES TR
0.00%
Shares3.3K
Event2026-03-31
Filed2026-05-06
IWS
ISHARES TR
7.21%
Shares3.3K
Event2026-03-31
Filed2026-05-06
NVS
NOVARTIS AG
-5.04%
Shares3.1K
Event2026-03-31
Filed2026-05-06
IWD
ISHARES TR
0.64%
Shares2.2K
Event2026-03-31
Filed2026-05-06
FITB
FIFTH THIRD BANCORP
0.00%
Shares9.8K
Event2026-03-31
Filed2026-05-06
BAC
BANK AMERICA CORP
-1.55%
Shares8.7K
Event2026-03-31
Filed2026-05-06
VTI
VANGUARD INDEX FDS
0.23%
Shares1.3K
Event2026-03-31
Filed2026-05-06
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
0.22%
Shares3.2K
Event2026-03-31
Filed2026-05-06
RWL
INVESCO EXCH TRADED FD TR II
6.51%
Shares3.6K
Event2026-03-31
Filed2026-05-06
KO
COCA COLA CO
0.00%
Shares5.2K
Event2026-03-31
Filed2026-05-06
BMY
BRISTOL-MYERS SQUIBB CO
-0.76%
Shares6.5K
Event2026-03-31
Filed2026-05-06
PWR
QUANTA SVCS INC
0.00%
Shares702
Event2026-03-31
Filed2026-05-06
PFE
PFIZER INC
0.00%
Shares13.7K
Event2026-03-31
Filed2026-05-06
JNJ
JOHNSON & JOHNSON
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-06
WMT
WALMART INC
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-06
ITOT
ISHARES TR
2.31%
Shares2.6K
Event2026-03-31
Filed2026-05-06
PPA
INVESCO EXCHANGE TRADED FD T
2.39%
Shares2.2K
Event2026-03-31
Filed2026-05-06
QCOM
QUALCOMM INC
0.40%
Shares2.8K
Event2026-03-31
Filed2026-05-06
BTT
BLACKROCK MUN TARGET TERM TR
0.41%
Shares15.3K
Event2026-03-31
Filed2026-05-06
SCHG
SCHWAB STRATEGIC TR
0.38%
Shares11.9K
Event2026-03-31
Filed2026-05-06
ORCL
ORACLE CORP
0.60%
Shares2.3K
Event2026-03-31
Filed2026-05-06
PEP
PEPSICO INC
-3.66%
Shares2.1K
Event2026-03-31
Filed2026-05-06
DSEP
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares7.4K
Event2026-03-31
Filed2026-05-06
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
1.61%
Shares946
Event2026-03-31
Filed2026-05-06
DNOV
FIRST TR EXCHNG TRADED FD VI
-1.32%
Shares6.7K
Event2026-03-31
Filed2026-05-06
MCD
MCDONALDS CORP
0.10%
Shares1.0K
Event2026-03-31
Filed2026-05-06
APD
AIR PRODUCTS AND CHEMICALS I
-35.29%
Shares1.1K
Event2026-03-31
Filed2026-05-06
UNILEVER PLC
UNILEVER PLC
-10.84%
Shares5.5K
Event2026-03-31
Filed2026-05-06
LOW
LOWES COS INC
0.31%
Shares1.3K
Event2026-03-31
Filed2026-05-06
BLUEROCK PVT REAL ESTATE FD
BLUEROCK PVT REAL ESTATE FD
45.83%
Shares18.3K
Event2026-03-31
Filed2026-05-06
DSI
ISHARES TR
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-06
PHO
INVESCO EXCHANGE TRADED FD T
0.00%
Shares4.4K
Event2026-03-31
Filed2026-05-06
KR
KROGER CO
-16.00%
Shares3.9K
Event2026-03-31
Filed2026-05-06
IBM
INTERNATIONAL BUSINESS MACHS
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-06
UNH
UNITEDHEALTH GROUP INC
-16.00%
Shares1.0K
Event2026-03-31
Filed2026-05-06
SLV
ISHARES SILVER TR
0.00%
Shares4.1K
Event2026-03-31
Filed2026-05-06
VEEV
VEEVA SYS INC
-3.38%
Shares1.6K
Event2026-03-31
Filed2026-05-06
HD
HOME DEPOT INC
0.12%
Shares831
Event2026-03-31
Filed2026-05-06
ABBV
ABBVIE INC
-1.98%
Shares1.2K
Event2026-03-31
Filed2026-05-06
JHMM
JOHN HANCOCK EXCHANGE TRADED
0.00%
Shares4.0K
Event2026-03-31
Filed2026-05-06
ECL
ECOLAB INC
0.20%
Shares996
Event2026-03-31
Filed2026-05-06
CSCO
CISCO SYS INC
0.38%
Shares3.4K
Event2026-03-31
Filed2026-05-06
MCK
MCKESSON CORP
-30.84%
Shares296
Event2026-03-31
Filed2026-05-06
VTES
VANGUARD WELLINGTON FD
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-06
GE AEROSPACE
GE AEROSPACE
0.12%
Shares859
Event2026-03-31
Filed2026-05-06
CRM
SALESFORCE INC
-4.61%
Shares1.3K
Event2026-03-31
Filed2026-05-06
MEDTRONIC PLC
MEDTRONIC PLC
1.50%
Shares2.7K
Event2026-03-31
Filed2026-05-06
RDVI
FIRST TR EXCHANGE-TRADED FD
-0.74%
Shares9.2K
Event2026-03-31
Filed2026-05-06
IWF
ISHARES TR
0.00%
Shares535
Event2026-03-31
Filed2026-05-06
XLV
SELECT SECTOR SPDR TR
0.32%
Shares1.5K
Event2026-03-31
Filed2026-05-06
CHKP
CHECK POINT SOFTWARE TECH LT
2.34%
Shares1.6K
Event2026-03-31
Filed2026-05-06
SNY
SANOFI SA
-2.13%
Shares4.3K
Event2026-03-31
Filed2026-05-06
SCHF
SCHWAB STRATEGIC TR
-2.04%
Shares8.4K
Event2026-03-31
Filed2026-05-06
BA
BOEING CO
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-06
DMAR
FIRST TR EXCHNG TRADED FD VI
2454.05%
Shares4.7K
Event2026-03-31
Filed2026-05-06
ACWI
ISHARES TR
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-06
ISCG
ISHARES TR
-9.62%
Shares3.6K
Event2026-03-31
Filed2026-05-06
BHM
BLUEROCK HOMES TRUST INC
24.19%
Shares17.4K
Event2026-03-31
Filed2026-05-06
EEM
ISHARES TR
0.00%
Shares3.5K
Event2026-03-31
Filed2026-05-06
IWB
ISHARES TR
-0.91%
Shares542
Event2026-03-31
Filed2026-05-06
VHT
VANGUARD WORLD FD
-4.62%
Shares702
Event2026-03-31
Filed2026-05-06
USB
US BANCORP
0.00%
Shares3.7K
Event2026-03-31
Filed2026-05-06
PSCT
INVESCO EXCH TRADED FD TR II
0.00%
Shares3.1K
Event2026-03-31
Filed2026-05-06
DES
WISDOMTREE TR
0.27%
Shares5.2K
Event2026-03-31
Filed2026-05-06
TMO
THERMO FISHER SCIENTIFIC INC
170.71%
Shares379
Event2026-03-31
Filed2026-05-06
ISRG
INTUITIVE SURGICAL INC
0.00%
Shares403
Event2026-03-31
Filed2026-05-06
GEV
GE VERNOVA INC
10.53%
Shares210
Event2026-03-31
Filed2026-05-06
AVDV
AMERICAN CENTY ETF TR
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-06
NFLX
NETFLIX INC.
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-06
INTC
INTEL CORP
1.33%
Shares4.0K
Event2026-03-31
Filed2026-05-06
CMCSA
COMCAST CORP NEW
-10.99%
Shares6.2K
Event2026-03-31
Filed2026-05-06
ABNB
AIRBNB INC
1.82%
Shares1.4K
Event2026-03-31
Filed2026-05-06
QQQE
DIREXION SHARES ETF TRUST
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-06
VTIP
VANGUARD MALVERN FDS
0.00%
Shares3.4K
Event2026-03-31
Filed2026-05-06
UBER
UBER TECHNOLOGIES INC
1.34%
Shares2.3K
Event2026-03-31
Filed2026-05-06
AXP
AMERICAN EXPRESS CO
0.00%
Shares531
Event2026-03-31
Filed2026-05-06
PLTR
PALANTIR TECHNOLOGIES INC
48.64%
Shares1.1K
Event2026-03-31
Filed2026-05-06
UNP
UNION PAC CORP
0.64%
Shares630
Event2026-03-31
Filed2026-05-06
MERCK & CO INC
MERCK & CO INC
-3.75%
Shares1.3K
Event2026-03-31
Filed2026-05-06
CRDO
CREDO TECHNOLOGY GROUP HOLDI
23.69%
Shares1.6K
Event2026-03-31
Filed2026-05-06
MAS
MASCO CORP
-17.25%
Shares2.4K
Event2026-03-31
Filed2026-05-06
VBK
VANGUARD INDEX FDS
-17.47%
Shares482
Event2026-03-31
Filed2026-05-06
RAAX
VANECK ETF TRUST
283.33%
Shares3.5K
Event2026-03-31
Filed2026-05-06
SCHM
SCHWAB STRATEGIC TR
-0.09%
Shares4.6K
Event2026-03-31
Filed2026-05-06
FSLR
FIRST SOLAR INC
-14.79%
Shares720
Event2026-03-31
Filed2026-05-06
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-06
SO
SOUTHERN CO
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-06
WDC
WESTERN DIGITAL CORP
0.00%
Shares500
Event2026-03-31
Filed2026-05-06
YLDE
LEGG MASON ETF INVT
14.69%
Shares2.5K
Event2026-03-31
Filed2026-05-06
T
AT&T INC
0.85%
Shares4.7K
Event2026-03-31
Filed2026-05-06
TGT
TARGET CORP
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-06
GRID
FIRST TR EXCHANGE-TRADED FD
-3.78%
Shares814
Event2026-03-31
Filed2026-05-06
VEU
VANGUARD INTL EQUITY INDEX F
-19.82%
Shares1.8K
Event2026-03-31
Filed2026-05-06
PIO
INVESCO EXCH TRADED FD TR II
0.10%
Shares3.0K
Event2026-03-31
Filed2026-05-06
IWV
ISHARES TR
-18.39%
Shares355
Event2026-03-31
Filed2026-05-06
AEP
AMERICAN ELEC PWR CO INC
0.40%
Shares1.0K
Event2026-03-31
Filed2026-05-06
AGG
ISHARES TR
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-06
TCAF
T ROWE PRICE ETF INC
-0.69%
Shares3.6K
Event2026-03-31
Filed2026-05-06
VRTX
VERTEX PHARMACEUTICALS INC
0.00%
Shares282
Event2026-03-31
Filed2026-05-06
MPLX
MPLX LP
1.88%
Shares2.2K
Event2026-03-31
Filed2026-05-06
NOBL
PROSHARES TR
-18.07%
Shares1.2K
Event2026-03-31
Filed2026-05-06
SCHA
SCHWAB STRATEGIC TR
-4.00%
Shares4.2K
Event2026-03-31
Filed2026-05-06
BSV
VANGUARD BD INDEX FDS
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-06
ICE
INTERCONTINENTAL EXCHANGE IN
408.00%
Shares762
Event2026-03-31
Filed2026-05-06
BIV
VANGUARD BD INDEX FDS
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-06
PHYS
SPROTT ASSET MANAGEMENT LP
0.00%
Shares3.2K
Event2026-03-31
Filed2026-05-06
GNOV
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares2.9K
Event2026-03-31
Filed2026-05-06
PMBS
PIMCO ETF TR
0.00%
Shares2.3K
Event2026-03-31
Filed2026-05-06
MMM
3M CO
0.26%
Shares763
Event2026-03-31
Filed2026-05-06
VV
VANGUARD INDEX FDS
0.00%
Shares367
Event2026-03-31
Filed2026-05-06
QUAL
ISHARES TR
New
Shares545
Event2026-03-31
Filed2026-05-06
CDEI
MORGAN STANLEY ETF TRUST
9.07%
Shares1.3K
Event2026-03-31
Filed2026-05-06
PDEC
INNOVATOR ETFS TRUST
-2.01%
Shares2.4K
Event2026-03-31
Filed2026-05-06
FELC
FIDELITY COVINGTON TRUST
0.00%
Shares2.8K
Event2026-03-31
Filed2026-05-06
GAPR
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-06
OKE
ONEOK INC NEW
1.28%
Shares1.1K
Event2026-03-31
Filed2026-05-06
ADBE
ADOBE INC
-46.98%
Shares412
Event2026-03-31
Filed2026-05-06
ORLY
OREILLY AUTOMOTIVE INC
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-06
OEF
ISHARES TR
-57.08%
Shares312
Event2026-03-31
Filed2026-05-06
VDE
VANGUARD WORLD FD
-10.65%
Shares537
Event2026-03-31
Filed2026-05-06
ASML
ASML HLDG NV
0.00%
Shares70
Event2026-03-31
Filed2026-05-06
BDX
BECTON DICKINSON & CO
-20.92%
Shares586
Event2026-03-31
Filed2026-05-06
URI
UNITED RENTALS INC
0.00%
Shares125
Event2026-03-31
Filed2026-05-06
PNC
PNC FINL SVCS GROUP INC
0.00%
Shares428
Event2026-03-31
Filed2026-05-06
ABT
ABBOTT LABORATORIES
0.00%
Shares866
Event2026-03-31
Filed2026-05-06
LINDE PLC
LINDE PLC
0.57%
Shares177
Event2026-03-31
Filed2026-05-06
NPFD
NUVEEN VRIABL RAT PFD & INM
-49.00%
Shares4.8K
Event2026-03-31
Filed2026-05-06
VFH
VANGUARD WORLD FD
1.42%
Shares715
Event2026-03-31
Filed2026-05-06
DFAX
DIMENSIONAL ETF TRUST
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-06
ICLN
ISHARES TR
-4.57%
Shares4.5K
Event2026-03-31
Filed2026-05-06
LHX
L3HARRIS TECHNOLOGIES INC
0.00%
Shares238
Event2026-03-31
Filed2026-05-06
ADP
AUTOMATIC DATA PROCESSING IN
0.25%
Shares402
Event2026-03-31
Filed2026-05-06
HBAN
HUNTINGTON BANCSHARES INC
0.00%
Shares5.2K
Event2026-03-31
Filed2026-05-06
REMX
VANECK ETF TRUST
0.00%
Shares895
Event2026-03-31
Filed2026-05-06
SBUX
STARBUCKS CORP
2.96%
Shares869
Event2026-03-31
Filed2026-05-06
OMC
OMNICOM GROUP INC
-33.66%
Shares1.0K
Event2026-03-31
Filed2026-05-06
CINF
CINCINNATI FINL CORP
0.21%
Shares476
Event2026-03-31
Filed2026-05-06
VZ
VERIZON COMMUNICATIONS INC
1.59%
Shares1.5K
Event2026-03-31
Filed2026-05-06
VO
VANGUARD INDEX FDS
-9.57%
Shares255
Event2026-03-31
Filed2026-05-06
XLP
SELECT SECTOR SPDR TR
New
Shares872
Event2026-03-31
Filed2026-05-06
VOT
VANGUARD INDEX FDS
0.00%
Shares275
Event2026-03-31
Filed2026-05-06
KLAC
KLA CORP
0.00%
Shares48
Event2026-03-31
Filed2026-05-06
DOC
HEALTHPEAK PROPERTIES INC
1.79%
Shares4.3K
Event2026-03-31
Filed2026-05-06
PSA
PUBLIC STORAGE OPER CO
0.78%
Shares259
Event2026-03-31
Filed2026-05-06
SOLV
SOLVENTUM CORP
-4.55%
Shares1.0K
Event2026-03-31
Filed2026-05-06
NOC
NORTHROP GRUMMAN CORP
0.00%
Shares100
Event2026-03-31
Filed2026-05-06
NUE
NUCOR CORP
0.00%
Shares400
Event2026-03-31
Filed2026-05-06
ENB
ENBRIDGE INC
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-06
GPIX
GOLDMAN SACHS ETF TR
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-06
CMI
CUMMINS INC
0.00%
Shares125
Event2026-03-31
Filed2026-05-06
GOCT
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-06
ISHARES GOLD TR
ISHARES GOLD TR
0.00%
Shares707
Event2026-03-31
Filed2026-05-06
VXUS
VANGUARD STAR FDS
0.00%
Shares800
Event2026-03-31
Filed2026-05-06
CNI
CANADIAN NATL RY CO
0.00%
Shares600
Event2026-03-31
Filed2026-05-06
CTVA
CORTEVA INC
0.00%
Shares729
Event2026-03-31
Filed2026-05-06
XJH
ISHARES TR
10.03%
Shares1.3K
Event2026-03-31
Filed2026-05-06
ESGD
ISHARES TR
9.54%
Shares620
Event2026-03-31
Filed2026-05-06
DEO
DIAGEO PLC
-67.34%
Shares779
Event2026-03-31
Filed2026-05-06
MAC
MACERICH CO
0.89%
Shares3.1K
Event2026-03-31
Filed2026-05-06
CARR
CARRIER GLOBAL CORPORATION
-8.94%
Shares1.0K
Event2026-03-31
Filed2026-05-06
DECK
DECKERS OUTDOOR CORP
0.00%
Shares568
Event2026-03-31
Filed2026-05-06
AEIS
ADVANCED ENERGY INDS
133.33%
Shares175
Event2026-03-31
Filed2026-05-06
RSPE
INVESCO EXCH TRADED FD TR II
New
Shares1.9K
Event2026-03-31
Filed2026-05-06
WOR
WORTHINGTON ENTERPRISES INC
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-06
PRU
PRUDENTIAL FINL INC
0.72%
Shares563
Event2026-03-31
Filed2026-05-06
GLAD
GLADSTONE CAP CORP
2.44%
Shares3.1K
Event2026-03-31
Filed2026-05-06
SRE
SEMPRA
0.00%
Shares553
Event2026-03-31
Filed2026-05-06
KNG
FIRST TR EXCHANGE-TRADED FD
2.15%
Shares1.1K
Event2026-03-31
Filed2026-05-06
XLE
SELECT SECTOR SPDR TR
0.12%
Shares861
Event2026-03-31
Filed2026-05-06
NKE
NIKE INC
0.20%
Shares993
Event2026-03-31
Filed2026-05-06
DFAT
DIMENSIONAL ETF TRUST
0.00%
Shares832
Event2026-03-31
Filed2026-05-06
SPSM
SPDR SERIES TRUST
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-06
SHY
ISHARES TR
0.00%
Shares600
Event2026-03-31
Filed2026-05-06
SCHR
SCHWAB STRATEGIC TR
-41.05%
Shares2.0K
Event2026-03-31
Filed2026-05-06
AA
ALCOA CORP
0.00%
Shares733
Event2026-03-31
Filed2026-05-06
MTZ
MASTEC INC
200.00%
Shares150
Event2026-03-31
Filed2026-05-06
FRNW
FIDELITY COVINGTON TRUST
-3.19%
Shares2.0K
Event2026-03-31
Filed2026-05-06
HPE
HEWLETT PACKARD ENTERPRISE C
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-06
GOOD
GLADSTONE COMMERCIAL CORP
2.54%
Shares3.9K
Event2026-03-31
Filed2026-05-06
NVT
NVENT ELEC PLC
36.86%
Shares375
Event2026-03-31
Filed2026-05-06
THNQ
EXCHANGE TRADED CONCEPTS TRU
18.23%
Shares746
Event2026-03-31
Filed2026-05-06
HODL
VANECK BITCOIN ETF
0.00%
Shares2.2K
Event2026-03-31
Filed2026-05-06
LULU
LULULEMON ATHLETICA INC
0.00%
Shares269
Event2026-03-31
Filed2026-05-06
ICLR
ICON PLC
0.00%
Shares371
Event2026-03-31
Filed2026-05-06
PPL
PPL CORP
0.85%
Shares1.1K
Event2026-03-31
Filed2026-05-06
DCI
DONALDSON INC
0.42%
Shares476
Event2026-03-31
Filed2026-05-06
DAL
DELTA AIR LINES INC
0.00%
Shares604
Event2026-03-31
Filed2026-05-06
XJR
ISHARES TR
9.80%
Shares919
Event2026-03-31
Filed2026-05-06
VPU
VANGUARD WORLD FD
0.00%
Shares201
Event2026-03-31
Filed2026-05-06
RFG
INVESCO EXCHANGE TRADED FD T
0.14%
Shares717
Event2026-03-31
Filed2026-05-06
PEBO
PEOPLES BANCORP INC
1.20%
Shares1.2K
Event2026-03-31
Filed2026-05-06
AMD
ADVANCED MICRO DEVICES INC
0.00%
Shares190
Event2026-03-31
Filed2026-05-06
UNITI GROUP LLC
UNITI GROUP LLC
0.00%
Shares4.0K
Event2026-03-31
Filed2026-05-06
ITW
ILLINOIS TOOL WKS INC
0.00%
Shares145
Event2026-03-31
Filed2026-05-06
GLW
CORNING INC
0.00%
Shares275
Event2026-03-31
Filed2026-05-06
ARISTA NETWORKS INC
ARISTA NETWORKS INC
-18.50%
Shares304
Event2026-03-31
Filed2026-05-06
NXT
NEXTPOWER INC
100.00%
Shares300
Event2026-03-31
Filed2026-05-06
OBDC
BLUE OWL CAPITAL CORPORATION
2.91%
Shares3.2K
Event2026-03-31
Filed2026-05-06
AIVL
WISDOMTREE TR
0.33%
Shares306
Event2026-03-31
Filed2026-05-06
DNN
DENISON MINES CORP
0.00%
Shares10.0K
Event2026-03-31
Filed2026-05-06
WS
WORTHINGTON STL INC
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-06
MPW
MEDICAL PROPERTIES TRUST INC
1.66%
Shares7.5K
Event2026-03-31
Filed2026-05-06
CELESTICA INC
CELESTICA INC
New
Shares121
Event2026-03-31
Filed2026-05-06
AMP
AMERIPRISE FINL INC
0.00%
Shares76
Event2026-03-31
Filed2026-05-06
WTRG
ESSENTIAL UTILS INC
0.85%
Shares834
Event2026-03-31
Filed2026-05-06
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
0.00%
Shares730
Event2026-03-31
Filed2026-05-06
SCHV
SCHWAB STRATEGIC TR
-3.19%
Shares1.1K
Event2026-03-31
Filed2026-05-06
NVO
NOVO-NORDISK A S
0.00%
Shares895
Event2026-03-31
Filed2026-05-06
AXON
AXON ENTERPRISE INC
0.00%
Shares75
Event2026-03-31
Filed2026-05-06
MDLZ
MONDELEZ INTL INC
0.00%
Shares541
Event2026-03-31
Filed2026-05-06
APOG
APOGEE ENTERPRISES INC
0.65%
Shares930
Event2026-03-31
Filed2026-05-06
KTB
KONTOOR BRANDS INC
0.68%
Shares443
Event2026-03-31
Filed2026-05-06
ALAI
THE ALGER ETF TRUST
0.00%
Shares940
Event2026-03-31
Filed2026-05-06
ASA
ASA GOLD AND PRECIOUS MTLS L
0.00%
Shares500
Event2026-03-31
Filed2026-05-06
IBIT
ISHARES BITCOIN TRUST ETF
0.00%
Shares803
Event2026-03-31
Filed2026-05-06
CSX
CSX CORP
0.00%
Shares750
Event2026-03-31
Filed2026-05-06
DOW
DOW HLDGS INC
0.00%
Shares727
Event2026-03-31
Filed2026-05-06
SPHQ
INVESCO EXCHANGE TRADED FD T
0.00%
Shares400
Event2026-03-31
Filed2026-05-06
ORI
OLD REP INTL CORP
0.00%
Shares750
Event2026-03-31
Filed2026-05-06
SCHD
SCHWAB STRATEGIC TR
0.00%
Shares975
Event2026-03-31
Filed2026-05-06
KTOS
KRATOS DEFENSE & SEC SOLUTIO
-44.82%
Shares421
Event2026-03-31
Filed2026-05-06
SJM
SMUCKER J M CO
-9.50%
Shares305
Event2026-03-31
Filed2026-05-06
BABA
ALIBABA GROUP HLDG LTD
0.00%
Shares233
Event2026-03-31
Filed2026-05-06
XISE
FIRST TR EXCHNG TRADED FD VI
-4.07%
Shares967
Event2026-03-31
Filed2026-05-06
ILCG
ISHARES TR
0.33%
Shares301
Event2026-03-31
Filed2026-05-06
TDIV
FIRST TR EXCHANGE TRADED FD
0.00%
Shares305
Event2026-03-31
Filed2026-05-06
SHW
SHERWIN WILLIAMS CO
0.00%
Shares89
Event2026-03-31
Filed2026-05-06
VNQ
VANGUARD INDEX FDS
0.95%
Shares320
Event2026-03-31
Filed2026-05-06
CHWY
CHEWY INC
2000.00%
Shares1.1K
Event2026-03-31
Filed2026-05-06
ED
CONSOLIDATED EDISON INC
0.00%
Shares250
Event2026-03-31
Filed2026-05-06
MYRG
MYR GROUP INC
100.00%
Shares100
Event2026-03-31
Filed2026-05-06
PBD
INVESCO EXCH TRADED FD TR II
0.13%
Shares1.6K
Event2026-03-31
Filed2026-05-06
IVOG
VANGUARD ADMIRAL FDS INC
-26.33%
Shares221
Event2026-03-31
Filed2026-05-06
RDDT
REDDIT INC
0.00%
Shares200
Event2026-03-31
Filed2026-05-06
STERIS PLC
STERIS PLC
0.00%
Shares120
Event2026-03-31
Filed2026-05-06
IGSB
ISHARES TR
0.00%
Shares500
Event2026-03-31
Filed2026-05-06
JKS
JINKOSOLAR HLDG CO LTD
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-06
IBRX
IMMUNITYBIO INC
New
Shares3.3K
Event2026-03-31
Filed2026-05-06
MU
MICRON TECHNOLOGY INC
0.00%
Shares75
Event2026-03-31
Filed2026-05-06
FBT
FIRST TR EXCHANGE-TRADED FD
-7.41%
Shares125
Event2026-03-31
Filed2026-05-06
VWO
VANGUARD INTL EQUITY INDEX F
-16.94%
Shares461
Event2026-03-31
Filed2026-05-06
CRWV
COREWEAVE INC
-20.20%
Shares320
Event2026-03-31
Filed2026-05-06
SUSC
ISHARES TR
0.67%
Shares1.1K
Event2026-03-31
Filed2026-05-06
ENPH
ENPHASE ENERGY INC
0.00%
Shares640
Event2026-03-31
Filed2026-05-06
BP
BP PLC
-84.71%
Shares511
Event2026-03-31
Filed2026-05-06
QCLN
FIRST TR EXCHANGE-TRADED FD
-16.56%
Shares504
Event2026-03-31
Filed2026-05-06
FR
FIRST INDL RLTY TR INC
-23.87%
Shares386
Event2026-03-31
Filed2026-05-06
GAIN
GLADSTONE INVT CORP
1.75%
Shares1.6K
Event2026-03-31
Filed2026-05-06
UAL
UNITED AIRLS HLDGS INC
0.00%
Shares240
Event2026-03-31
Filed2026-05-06
ITA
ISHARES TR
0.00%
Shares100
Event2026-03-31
Filed2026-05-06
DLS
WISDOMTREE TR
0.00%
Shares263
Event2026-03-31
Filed2026-05-06
SLYG
SPDR SERIES TRUST
0.00%
Shares220
Event2026-03-31
Filed2026-05-06
LAND
GLADSTONE LD CORP
1.27%
Shares2.1K
Event2026-03-31
Filed2026-05-06
BXSL
BLACKSTONE SECD LENDING FD
2.89%
Shares889
Event2026-03-31
Filed2026-05-06
PSLV
SPROTT ASSET MANAGEMENT LP
0.00%
Shares862
Event2026-03-31
Filed2026-05-06
LMT
LOCKHEED MARTIN CORP
0.00%
Shares34
Event2026-03-31
Filed2026-05-06
ARCC
ARES CAPITAL CORP
2.64%
Shares1.1K
Event2026-03-31
Filed2026-05-06
VSS
VANGUARD INTL EQUITY INDEX F
0.00%
Shares139
Event2026-03-31
Filed2026-05-06
ZBH
ZIMMER BIOMET HOLDINGS INC
0.00%
Shares224
Event2026-03-31
Filed2026-05-06
JOBY
JOBY AVIATION INC
25.97%
Shares2.4K
Event2026-03-31
Filed2026-05-06
VIGI
VANGUARD WHITEHALL FDS
-5.83%
Shares226
Event2026-03-31
Filed2026-05-06
CALM
CAL MAINE FOODS INC
0.00%
Shares250
Event2026-03-31
Filed2026-05-06
THE CIGNA GROUP
THE CIGNA GROUP
-33.33%
Shares74
Event2026-03-31
Filed2026-05-06
CCL
CARNIVAL CORP
0.95%
Shares743
Event2026-03-31
Filed2026-05-06
GBX
GREENBRIER COS INC
0.55%
Shares363
Event2026-03-31
Filed2026-05-06
TROW
PRICE T ROWE GROUP INC
0.97%
Shares209
Event2026-03-31
Filed2026-05-06
FTEC
FIDELITY COVINGTON TRUST
1.14%
Shares89
Event2026-03-31
Filed2026-05-06
IYC
ISHARES TR
0.00%
Shares190
Event2026-03-31
Filed2026-05-06
SMR
NUSCALE PWR CORP
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-06
KVUE
KENVUE INC
1.07%
Shares1.0K
Event2026-03-31
Filed2026-05-06
THG
HANOVER INS GROUP INC
New
Shares102
Event2026-03-31
Filed2026-05-06
XYL
XYLEM INC
0.00%
Shares146
Event2026-03-31
Filed2026-05-06
IT
GARTNER INC
0.00%
Shares110
Event2026-03-31
Filed2026-05-06
VIK
VIKING HOLDINGS LTD
New
Shares229
Event2026-03-31
Filed2026-05-06
AON PLC
AON PLC
0.00%
Shares52
Event2026-03-31
Filed2026-05-06
XLU
SELECT SECTOR SPDR TR
0.00%
Shares360
Event2026-03-31
Filed2026-05-06
RSPT
INVESCO EXCHANGE TRADED FD T
0.00%
Shares362
Event2026-03-31
Filed2026-05-06
CB
CHUBB LTD SWITZ
0.00%
Shares50
Event2026-03-31
Filed2026-05-06
MET
METLIFE INC
0.89%
Shares226
Event2026-03-31
Filed2026-05-06
APLD
APPLIED DIGITAL CORP
0.00%
Shares671
Event2026-03-31
Filed2026-05-06
PDP
INVESCO EXCHANGE TRADED FD T
0.00%
Shares130
Event2026-03-31
Filed2026-05-06
HUM
HUMANA INC
0.00%
Shares90
Event2026-03-31
Filed2026-05-06
STT
STATE STR CORP
0.00%
Shares123
Event2026-03-31
Filed2026-05-06
BWXT
BWX TECHNOLOGIES INC
0.00%
Shares75
Event2026-03-31
Filed2026-05-06
CSIQ
CANADIAN SOLAR INC
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-06
PH
PARKER-HANNIFIN CORP
0.00%
Shares17
Event2026-03-31
Filed2026-05-06
WPC
WP CAREY INC
0.00%
Shares223
Event2026-03-31
Filed2026-05-06
AG
FIRST MAJESTIC SILVER CORP
0.00%
Shares700
Event2026-03-31
Filed2026-05-06
DGX
QUEST DIAGNOSTICS INC
7.25%
Shares74
Event2026-03-31
Filed2026-05-06
DOLE
DOLE PLC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-06
AQWA
GLOBAL X FDS
324.86%
Shares752
Event2026-03-31
Filed2026-05-06
FANG
DIAMONDBACK ENERGY INC
0.00%
Shares72
Event2026-03-31
Filed2026-05-06
LINC
LINCOLN EDL SVCS CORP
0.00%
Shares350
Event2026-03-31
Filed2026-05-06
XT
ISHARES TR
0.00%
Shares208
Event2026-03-31
Filed2026-05-06
CTRA
COTERRA ENERGY INC
0.00%
Shares403
Event2026-03-31
Filed2026-05-06
SNX
TD SYNNEX CORPORATION
0.00%
Shares82
Event2026-03-31
Filed2026-05-06
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
0.00%
Shares119
Event2026-03-31
Filed2026-05-06
VGSH
VANGUARD SCOTTSDALE FDS
-60.68%
Shares230
Event2026-03-31
Filed2026-05-06
L
LOEWS CORP
0.00%
Shares125
Event2026-03-31
Filed2026-05-06
SCHE
SCHWAB STRATEGIC TR
-2.01%
Shares391
Event2026-03-31
Filed2026-05-06
XEL
XCEL ENERGY INC
0.00%
Shares162
Event2026-03-31
Filed2026-05-06
NEAR
ISHARES U S ETF TR
0.00%
Shares250
Event2026-03-31
Filed2026-05-06
FJAN
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares250
Event2026-03-31
Filed2026-05-06
ETR
ENTERGY CORP NEW
0.00%
Shares110
Event2026-03-31
Filed2026-05-06
TAN
INVESCO EXCH TRADED FD TR II
0.00%
Shares221
Event2026-03-31
Filed2026-05-06
ROST
ROSS STORES INC
0.00%
Shares56
Event2026-03-31
Filed2026-05-06
LAM RESEARCH CORP
LAM RESEARCH CORP
0.00%
Shares57
Event2026-03-31
Filed2026-05-06
RJF
RAYMOND JAMES FINL INC
0.00%
Shares81
Event2026-03-31
Filed2026-05-06
DFIV
DIMENSIONAL ETF TRUST
-5.15%
Shares221
Event2026-03-31
Filed2026-05-06
LIT
GLOBAL X FDS
0.00%
Shares157
Event2026-03-31
Filed2026-05-06
MO
ALTRIA GROUP INC
2.92%
Shares176
Event2026-03-31
Filed2026-05-06
FTNT
FORTINET INC
0.00%
Shares140
Event2026-03-31
Filed2026-05-06
CMS
CMS ENERGY CORP
0.00%
Shares147
Event2026-03-31
Filed2026-05-06
AME
AMETEK INC
0.00%
Shares53
Event2026-03-31
Filed2026-05-06
NI
NISOURCE INC
0.00%
Shares241
Event2026-03-31
Filed2026-05-06
SMB
VANECK ETF TRUST
0.47%
Shares648
Event2026-03-31
Filed2026-05-06
XMAY
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares320
Event2026-03-31
Filed2026-05-06
RUN
SUNRUN INC
0.00%
Shares820
Event2026-03-31
Filed2026-05-06
EME
EMCOR GROUP INC
0.00%
Shares15
Event2026-03-31
Filed2026-05-06
SLG
SL GREEN RLTY CORP
0.00%
Shares300
Event2026-03-31
Filed2026-05-06
GMED
GLOBUS MED INC
0.00%
Shares127
Event2026-03-31
Filed2026-05-06
TDY
TELEDYNE TECHNOLOGIES INC
0.00%
Shares18
Event2026-03-31
Filed2026-05-06
HLT
HILTON WORLDWIDE HLDGS INC
0.00%
Shares35
Event2026-03-31
Filed2026-05-06
DOV
DOVER CORP
0.00%
Shares51
Event2026-03-31
Filed2026-05-06
EMR
EMERSON ELEC CO
1.25%
Shares81
Event2026-03-31
Filed2026-05-06
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
0.00%
Shares105
Event2026-03-31
Filed2026-05-06
CHY
CALAMOS CONV & HIGH INCOME F
0.00%
Shares950
Event2026-03-31
Filed2026-05-06
HIG
HARTFORD INSURANCE GROUP INC
0.00%
Shares76
Event2026-03-31
Filed2026-05-06
DTE
DTE ENERGY CO
0.00%
Shares70
Event2026-03-31
Filed2026-05-06
CGW
INVESCO EXCH TRADED FD TR II
0.00%
Shares160
Event2026-03-31
Filed2026-05-06
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.00%
Shares213
Event2026-03-31
Filed2026-05-06
AMGN
AMGEN INC
0.00%
Shares28
Event2026-03-31
Filed2026-05-06
CHAT
TIDAL TRUST II
347.22%
Shares161
Event2026-03-31
Filed2026-05-06
USMV
ISHARES TR
0.00%
Shares106
Event2026-03-31
Filed2026-05-06
ARKW
ARK ETF TR
0.00%
Shares81
Event2026-03-31
Filed2026-05-06
RL
RALPH LAUREN CORP
0.00%
Shares28
Event2026-03-31
Filed2026-05-06
NRG
NRG ENERGY INC
0.00%
Shares65
Event2026-03-31
Filed2026-05-06
MTB
M & T BK CORP
0.00%
Shares46
Event2026-03-31
Filed2026-05-06
VGK
VANGUARD INTL EQUITY INDEX F
New
Shares115
Event2026-03-31
Filed2026-05-06
FIRST CTZNS BANCSHARES INC D
FIRST CTZNS BANCSHARES INC D
0.00%
Shares5
Event2026-03-31
Filed2026-05-06
HUBBELL INC
HUBBELL INC
0.00%
Shares19
Event2026-03-31
Filed2026-05-06
ACGL
ARCH CAP GROUP LTD
0.00%
Shares97
Event2026-03-31
Filed2026-05-06
GDEC
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares250
Event2026-03-31
Filed2026-05-06
REG
REGENCY CTRS CORP
0.00%
Shares121
Event2026-03-31
Filed2026-05-06
EBAY
EBAY INC.
-96.28%
Shares100
Event2026-03-31
Filed2026-05-06
SPG
SIMON PPTY GROUP INC NEW
0.00%
Shares48
Event2026-03-31
Filed2026-05-06
EVRG
EVERGY INC
0.00%
Shares109
Event2026-03-31
Filed2026-05-06
HST
HOST HOTELS & RESORTS INC
0.00%
Shares464
Event2026-03-31
Filed2026-05-06
IGV
ISHARES TR
0.00%
Shares110
Event2026-03-31
Filed2026-05-06
ARCO
ARCOS DORADOS HLDGS INC
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-06
DE
DEERE & CO
0.00%
Shares15
Event2026-03-31
Filed2026-05-06
NANC
TIDAL TRUST I
0.00%
Shares200
Event2026-03-31
Filed2026-05-06
ITT INC
ITT INC
0.00%
Shares44
Event2026-03-31
Filed2026-05-06
ROBT
FIRST TR EXCHANGE TRADED FD
0.00%
Shares181
Event2026-03-31
Filed2026-05-06
EWA
ISHARES INC
0.00%
Shares300
Event2026-03-31
Filed2026-05-06
MTG
MGIC INVT CORP WIS
0.00%
Shares317
Event2026-03-31
Filed2026-05-06
MLM
MARTIN MARIETTA MATLS INC
0.00%
Shares14
Event2026-03-31
Filed2026-05-06
CRBG
COREBRIDGE FINL INC
1.18%
Shares344
Event2026-03-31
Filed2026-05-06
RPV
INVESCO EXCHANGE TRADED FD T
0.00%
Shares75
Event2026-03-31
Filed2026-05-06
TLN
TALEN ENERGY CORP
0.00%
Shares25
Event2026-03-31
Filed2026-05-06
GEHC
GE HEALTHCARE TECHNOLOGIES I
0.00%
Shares110
Event2026-03-31
Filed2026-05-06
GGB
GERDAU SA
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-06
COF
CAPITAL ONE FINL CORP
2.44%
Shares42
Event2026-03-31
Filed2026-05-06
VST
VISTRA CORP
0.00%
Shares50
Event2026-03-31
Filed2026-05-06
SCHB
SCHWAB STRATEGIC TR
3.47%
Shares298
Event2026-03-31
Filed2026-05-06
BW
BABCOCK & WILCOX ENTERPRISES
0.00%
Shares500
Event2026-03-31
Filed2026-05-06
RNST
RENASANT CORP
0.00%
Shares202
Event2026-03-31
Filed2026-05-06
F
FORD MTR CO
0.96%
Shares628
Event2026-03-31
Filed2026-05-06
ITRI
ITRON INC
0.00%
Shares80
Event2026-03-31
Filed2026-05-06
CC
CHEMOURS CO
0.00%
Shares325
Event2026-03-31
Filed2026-05-06
WMB
WILLIAMS COS INC
0.00%
Shares96
Event2026-03-31
Filed2026-05-06
FRTY
THE ALGER ETF TRUST
0.00%
Shares356
Event2026-03-31
Filed2026-05-06
DRI
DARDEN RESTAURANTS INC
0.00%
Shares35
Event2026-03-31
Filed2026-05-06
FVD
FIRST TR EXCHANGE-TRADED FD
-40.41%
Shares146
Event2026-03-31
Filed2026-05-06
GIS
GENERAL MILLS INC
0.00%
Shares184
Event2026-03-31
Filed2026-05-06
GLTR
ABRDN PRECIOUS METALS BASKET
New
Shares31
Event2026-03-31
Filed2026-05-06
AZO
AUTOZONE INC
0.00%
Shares2
Event2026-03-31
Filed2026-05-06
BAX
BAXTER INTL INC
0.00%
Shares400
Event2026-03-31
Filed2026-05-06
EXPE
EXPEDIA GROUP INC
0.00%
Shares29
Event2026-03-31
Filed2026-05-06
DXYZ
DESTINY TECH100 INC
0.00%
Shares250
Event2026-03-31
Filed2026-05-06
RMI
RIVERNORTH OPPORTUNISTIC MUN
1.60%
Shares444
Event2026-03-31
Filed2026-05-06
JTEK
J P MORGAN EXCHANGE TRADED F
0.00%
Shares84
Event2026-03-31
Filed2026-05-06
CSL
CARLISLE COS INC
0.00%
Shares20
Event2026-03-31
Filed2026-05-06
LOUP
INNOVATOR ETFS TRUST
0.00%
Shares95
Event2026-03-31
Filed2026-05-06
WRB
BERKLEY W R CORP
0.00%
Shares98
Event2026-03-31
Filed2026-05-06
POST
POST HLDGS INC
0.00%
Shares64
Event2026-03-31
Filed2026-05-06
FCX
FREEPORT MCMORAN INC
0.00%
Shares105
Event2026-03-31
Filed2026-05-06
AYI
ACUITY INC
0.00%
Shares22
Event2026-03-31
Filed2026-05-06
SCHH
SCHWAB STRATEGIC TR
0.36%
Shares278
Event2026-03-31
Filed2026-05-06
SOXX
ISHARES TR
0.00%
Shares18
Event2026-03-31
Filed2026-05-06
FJUL
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares105
Event2026-03-31
Filed2026-05-06
WWD
WOODWARD INC
0.00%
Shares16
Event2026-03-31
Filed2026-05-06
SWARMER INC
SWARMER INC
New
Shares120
Event2026-03-31
Filed2026-05-06
STNE
STONECO LTD
0.00%
Shares400
Event2026-03-31
Filed2026-05-06
ARTY
ISHARES TR
0.00%
Shares119
Event2026-03-31
Filed2026-05-06
PKG
PACKAGING CORP AMER
0.00%
Shares26
Event2026-03-31
Filed2026-05-06
ROBO
EXCHANGE TRADED CONCEPTS TRU
0.00%
Shares79
Event2026-03-31
Filed2026-05-06
VAW
VANGUARD WORLD FD
0.00%
Shares24
Event2026-03-31
Filed2026-05-06

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Ritter Daniher Financial Advisory LLC / DE Institutional Holdings, Portfolio & P&L β€” TradeFomo