Sponsored
The Analysis of ROTHSCHILD INVESTMENT LLC's Holdings & P&L
Currently, ROTHSCHILD INVESTMENT LLC holds 3605 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in IGV (+107.5K shares, valued at $8.6M), AMZN (+31.0K shares, valued at $6.5M), NFLX (+50.2K shares, valued at $4.8M); decreased their positions in CVX (-19.3K shares, valued at $4.0M), DLR (-20.1K shares, valued at $3.6M), BLD (-10.0K shares, valued at $3.5M); initiated new positions in IGV (+107.5K shares, valued at $8.6M), N/A (+60.4K shares, valued at $1.1M), CGCV (+23.9K shares, valued at $711.0K).
1M P&L
+38.5M+2.22%
3M P&L
+40.9M+2.36%
HY P&L
+104.5M+6.26%
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/A429.7M
26.9%
2Semiconductors100.9M
6.3%
3Drug Manufacturers - General88.2M
5.5%
Top Industries by Stock Count
1N/A526 stocks
15.7%
2Banks - Regional249 stocks
7.4%
3Biotechnology209 stocks
6.2%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW63.0K shares-0.76%2026-03-312026-05-07
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF45.5K shares1.93%2026-03-312026-05-07
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
INVESCO RAFI EMERGING MARKETS ETF INVESCO RAFI EMERGING MARKETS ETF173.8K shares0.74%2026-03-312026-05-07
Sponsored
Sponsored
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS9.8K shares6.99%2026-03-312026-05-07
INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF52.2K shares48.64%2026-03-312026-05-07
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
SOLSTICE ADVANCED MATLS INC COM SHS SOLSTICE ADVANCED MATLS INC COM SHS16.6K shares5.43%2026-03-312026-05-07
Sponsored
DDFS INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - SEPTEMBER57.9K shares0.00%2026-03-312026-05-07
Sponsored
Sponsored
INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - MARCH INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - MARCH60.4K sharesnew addition2026-03-312026-05-07
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
XTWO BONDBLOXX BLOOMBERG TWO YEAR TARGET DURATION US TREASURY ETF12.4K shares0.00%2026-03-312026-05-07
Sponsored
INVESCO S&P 500 LOW VOLATILITY ETF INVESCO S&P 500 LOW VOLATILITY ETF8.0K shares14.20%2026-03-312026-05-07
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
BITWISE CRYPTO INDUSTRY INNOVATORS ETF BITWISE CRYPTO INDUSTRY INNOVATORS ETF24.3K shares0.00%2026-03-312026-05-07
QNITY ELECTRONICS INC COMMON STOCK QNITY ELECTRONICS INC COMMON STOCK3.8K shares1.11%2026-03-312026-05-07
Sponsored
Sponsored
Sponsored
Sponsored
FEDERAL RLTY INVT TR NEW SH BEN INT NEW FEDERAL RLTY INVT TR NEW SH BEN INT NEW3.8K shares43.61%2026-03-312026-05-07
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
NVDA
-0.80%NVIDIA CORPORATION COM
Shares415.3K
Event2026-03-31
Filed2026-05-07
AAPL
2.95%APPLE INC COM
Shares264.0K
Event2026-03-31
Filed2026-05-07
ALPHABET INC CAP STK CL A
1.49%ALPHABET INC CAP STK CL A
Shares172.8K
Event2026-03-31
Filed2026-05-07
JPM
-0.15%JPMORGAN CHASE & CO COM
Shares142.7K
Event2026-03-31
Filed2026-05-07
INVESCO RAFI US 1000 ETF
3.76%INVESCO RAFI US 1000 ETF
Shares643.0K
Event2026-03-31
Filed2026-05-07
BERKSHIRE HATHAWAY INC DEL CL B NEW
-0.76%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares63.0K
Event2026-03-31
Filed2026-05-07
AMZN
27.20%AMAZON COM INC COM
Shares145.0K
Event2026-03-31
Filed2026-05-07
MSFT
12.96%MICROSOFT CORP COM
Shares79.0K
Event2026-03-31
Filed2026-05-07
ALPHABET INC CAP STK CL C
2.41%ALPHABET INC CAP STK CL C
Shares91.0K
Event2026-03-31
Filed2026-05-07
XOM
-0.90%EXXON MOBIL CORP COM
Shares141.5K
Event2026-03-31
Filed2026-05-07
JNJ
0.36%JOHNSON & JOHNSON COM
Shares97.4K
Event2026-03-31
Filed2026-05-07
CGDG
10.88%CAPITAL GROUP DIVIDEND GROWERS ETF
Shares660.9K
Event2026-03-31
Filed2026-05-07
BLACKSTONE INC COM
4.69%BLACKSTONE INC COM
Shares205.1K
Event2026-03-31
Filed2026-05-07
ABBV
6.71%ABBVIE INC COM
Shares106.0K
Event2026-03-31
Filed2026-05-07
CVX
-15.16%CHEVRON CORPORATION COM
Shares108.2K
Event2026-03-31
Filed2026-05-07
FYLD
4.64%CAMBRIA FOREIGN SHAREHOLDER YIELD ETF
Shares583.9K
Event2026-03-31
Filed2026-05-07
AVUV
2.52%AVANTIS U.S. SMALL CAP VALUE ETF
Shares191.9K
Event2026-03-31
Filed2026-05-07
COST
-0.94%COSTCO WHOLESALE CORPORATION COM
Shares21.0K
Event2026-03-31
Filed2026-05-07
SYLD
11.21%CAMBRIA SHAREHOLDER YIELD ETF
Shares275.4K
Event2026-03-31
Filed2026-05-07
AMGN
0.11%AMGEN INC COM
Shares58.2K
Event2026-03-31
Filed2026-05-07
JEPI
4.70%JPMORGAN EQUITY PREMIUM INCOME ETF
Shares349.6K
Event2026-03-31
Filed2026-05-07
SPY
2.79%STATE STREET SPDR S&P 500 ETF
Shares28.8K
Event2026-03-31
Filed2026-05-07
VIG
0.98%VANGUARD DIVIDEND APPRECIATION ETF
Shares85.1K
Event2026-03-31
Filed2026-05-07
META
1.17%META PLATFORMS INC CL A
Shares30.5K
Event2026-03-31
Filed2026-05-07
NFLX
42.04%NETFLIX INC. COM
Shares169.7K
Event2026-03-31
Filed2026-05-07
CAT
2.20%CATERPILLAR INC COM
Shares22.8K
Event2026-03-31
Filed2026-05-07
HON
4.76%HONEYWELL INTL INC COM
Shares63.7K
Event2026-03-31
Filed2026-05-07
BBIN
2.79%JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF
Shares194.1K
Event2026-03-31
Filed2026-05-07
GE AEROSPACE COM NEW
5.47%GE AEROSPACE COM NEW
Shares49.3K
Event2026-03-31
Filed2026-05-07
GENERAL DYNAMICS CORP COM
-16.26%GENERAL DYNAMICS CORP COM
Shares40.0K
Event2026-03-31
Filed2026-05-07
BROADCOM INC COM
3.44%BROADCOM INC COM
Shares42.8K
Event2026-03-31
Filed2026-05-07
ITW
-0.62%ILLINOIS TOOL WKS INC COM
Shares49.4K
Event2026-03-31
Filed2026-05-07
TMO
0.32%THERMO FISHER SCIENTIFIC INC COM
Shares25.7K
Event2026-03-31
Filed2026-05-07
CGDV
29.34%CAPITAL GROUP DIVIDEND VALUE ETF
Shares293.2K
Event2026-03-31
Filed2026-05-07
PANW
1.92%PALO ALTO NETWORKS INC COM
Shares77.2K
Event2026-03-31
Filed2026-05-07
CGGO
35.97%CAPITAL GROUP GLOBAL GROWTH EQUITY ETF
Shares367.8K
Event2026-03-31
Filed2026-05-07
IGSB
8.21%ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
Shares232.6K
Event2026-03-31
Filed2026-05-07
JEPQ
4.55%JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
Shares212.9K
Event2026-03-31
Filed2026-05-07
CSCO
-0.04%CISCO SYS INC COM
Shares151.6K
Event2026-03-31
Filed2026-05-07
MERCK & CO INC COM
15.98%MERCK & CO INC COM
Shares97.2K
Event2026-03-31
Filed2026-05-07
VANGUARD S&P 500 ETF
6.31%VANGUARD S&P 500 ETF
Shares18.6K
Event2026-03-31
Filed2026-05-07
ORCL
2.06%ORACLE CORP COM
Shares75.4K
Event2026-03-31
Filed2026-05-07
PAVE
3.25%GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
Shares213.1K
Event2026-03-31
Filed2026-05-07
DLR
-25.86%DIGITAL RLTY TR INC COM
Shares57.5K
Event2026-03-31
Filed2026-05-07
CBOE
-1.23%CBOE GLOBAL MKTS INC COM
Shares36.6K
Event2026-03-31
Filed2026-05-07
V
2.00%VISA INC COM CL A
Shares32.0K
Event2026-03-31
Filed2026-05-07
SO
3.65%SOUTHERN CO COM
Shares100.0K
Event2026-03-31
Filed2026-05-07
AIG
-1.81%AMERICAN INTL GROUP INC COM NEW
Shares127.6K
Event2026-03-31
Filed2026-05-07
LLY
1.20%ELI LILLY & CO COM
Shares10.4K
Event2026-03-31
Filed2026-05-07
SYK
2.94%STRYKER CORPORATION COM
Shares29.1K
Event2026-03-31
Filed2026-05-07
PSX
21.23%PHILLIPS 66 COM
Shares50.2K
Event2026-03-31
Filed2026-05-07
HLT
-1.72%HILTON WORLDWIDE HLDGS INC COM
Shares30.0K
Event2026-03-31
Filed2026-05-07
UNP
-0.81%UNION PAC CORP COM
Shares36.2K
Event2026-03-31
Filed2026-05-07
INVESCO S&P 500 EQUAL WEIGHT ETF
1.93%INVESCO S&P 500 EQUAL WEIGHT ETF
Shares45.5K
Event2026-03-31
Filed2026-05-07
HD
-2.71%HOME DEPOT INC COM
Shares26.4K
Event2026-03-31
Filed2026-05-07
IGV
NewISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
Shares107.5K
Event2026-03-31
Filed2026-05-07
QCOM
5.62%QUALCOMM INC COM
Shares66.3K
Event2026-03-31
Filed2026-05-07
VZ
0.17%VERIZON COMMUNICATIONS INC COM
Shares169.2K
Event2026-03-31
Filed2026-05-07
AMD
-0.97%ADVANCED MICRO DEVICES INC COM
Shares41.1K
Event2026-03-31
Filed2026-05-07
WMT
-20.06%WALMART INC COM
Shares66.8K
Event2026-03-31
Filed2026-05-07
IWF
-0.17%ISHARES RUSSELL 1000 GROWTH ETF
Shares18.6K
Event2026-03-31
Filed2026-05-07
CEG
44.33%CONSTELLATION ENERGY CORP COM
Shares27.7K
Event2026-03-31
Filed2026-05-07
MARVELL TECHNOLOGY INC COM
-1.19%MARVELL TECHNOLOGY INC COM
Shares77.9K
Event2026-03-31
Filed2026-05-07
NKE
-2.19%NIKE INC CL B
Shares138.6K
Event2026-03-31
Filed2026-05-07
MCD
2.40%MCDONALDS CORP COM
Shares23.0K
Event2026-03-31
Filed2026-05-07
NUE
-0.24%NUCOR CORP COM
Shares41.9K
Event2026-03-31
Filed2026-05-07
RTX
4.62%RTX CORPORATION COM
Shares35.6K
Event2026-03-31
Filed2026-05-07
EATON CORP PLC SHS
2.96%EATON CORP PLC SHS
Shares19.1K
Event2026-03-31
Filed2026-05-07
VTI
0.12%VANGUARD TOTAL STOCK MARKET ETF
Shares21.1K
Event2026-03-31
Filed2026-05-07
BAC
3.56%BANK OF AMER CORP COM
Shares137.1K
Event2026-03-31
Filed2026-05-07
LMT
-5.68%LOCKHEED MARTIN CORP COM
Shares10.9K
Event2026-03-31
Filed2026-05-07
EMXC
8.79%ISHARES MSCI EMERGING MARKETS EX CHINA ETF
Shares81.5K
Event2026-03-31
Filed2026-05-07
RPV
-4.97%INVESCO S&P 500 PURE VALUE ETF
Shares59.3K
Event2026-03-31
Filed2026-05-07
PSA
-0.03%PUBLIC STORAGE OPER CO COM
Shares23.5K
Event2026-03-31
Filed2026-05-07
VXF
-0.20%VANGUARD EXTENDED MARKET ETF
Shares30.7K
Event2026-03-31
Filed2026-05-07
IWD
2.73%ISHARES RUSSELL 1000 VALUE ETF
Shares29.4K
Event2026-03-31
Filed2026-05-07
CMI
-3.36%CUMMINS INC COM
Shares11.6K
Event2026-03-31
Filed2026-05-07
IBM
22.23%INTERNATIONAL BUSINESS MACHS COM
Shares25.7K
Event2026-03-31
Filed2026-05-07
STBF
42.78%PERFORMANCE TRUST SHORT TERM BOND ETF
Shares243.9K
Event2026-03-31
Filed2026-05-07
CGMS
18.18%CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
Shares226.3K
Event2026-03-31
Filed2026-05-07
EPD
-24.67%ENTERPRISE PRODS PARTNERS L P COM
Shares160.5K
Event2026-03-31
Filed2026-05-07
COP
67.62%CONOCOPHILLIPS COM
Shares39.6K
Event2026-03-31
Filed2026-05-07
ALL
4.29%ALLSTATE CORP COM
Shares24.8K
Event2026-03-31
Filed2026-05-07
EMR
0.99%EMERSON ELEC CO COM
Shares38.9K
Event2026-03-31
Filed2026-05-07
DE
24.44%DEERE & CO COM
Shares9.0K
Event2026-03-31
Filed2026-05-07
EYLD
1.07%CAMBRIA EMERGING SHAREHOLDER YIELD ETF
Shares122.6K
Event2026-03-31
Filed2026-05-07
TOST
7.59%TOAST INC CL A
Shares190.0K
Event2026-03-31
Filed2026-05-07
MET
-1.08%METLIFE INC COM
Shares71.0K
Event2026-03-31
Filed2026-05-07
MPC
-1.36%MARATHON PETE CORP COM
Shares20.4K
Event2026-03-31
Filed2026-05-07
KMI
11.09%KINDER MORGAN INC DEL COM
Shares148.4K
Event2026-03-31
Filed2026-05-07
INVESCO QQQ TRUST SERIES I
18.15%INVESCO QQQ TRUST SERIES I
Shares8.6K
Event2026-03-31
Filed2026-05-07
DUKE ENERGY CORP NEW COM NEW
6.50%DUKE ENERGY CORP NEW COM NEW
Shares36.6K
Event2026-03-31
Filed2026-05-07
PG
43.41%PROCTER & GAMBLE CO COM
Shares32.6K
Event2026-03-31
Filed2026-05-07
INVESCO RAFI EMERGING MARKETS ETF
0.74%INVESCO RAFI EMERGING MARKETS ETF
Shares173.8K
Event2026-03-31
Filed2026-05-07
BJUL
-0.22%INNOVATOR U.S. EQUITY BUFFER ETF - JULY
Shares92.3K
Event2026-03-31
Filed2026-05-07
EFA
4.10%ISHARES MSCI EAFE ETF
Shares46.9K
Event2026-03-31
Filed2026-05-07
GLW
-1.17%CORNING INC COM
Shares33.1K
Event2026-03-31
Filed2026-05-07
LINDE PLC SHS
3.90%LINDE PLC SHS
Shares8.9K
Event2026-03-31
Filed2026-05-07
BA
13.97%BOEING CO COM
Shares22.0K
Event2026-03-31
Filed2026-05-07
CGSD
8.47%CAPITAL GROUP SHORT DURATION INCOME ETF
Shares168.9K
Event2026-03-31
Filed2026-05-07
TSM
-2.23%TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
Shares12.8K
Event2026-03-31
Filed2026-05-07
TSLA
5.78%TESLA INC COM
Shares11.5K
Event2026-03-31
Filed2026-05-07
RVT
4.58%ROYCE SMALL CAP TRUST INC COM
Shares240.2K
Event2026-03-31
Filed2026-05-07
TCHP
106.70%T. ROWE PRICE BLUE CHIP GROWTH ETF
Shares87.8K
Event2026-03-31
Filed2026-05-07
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
6.99%SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
Shares9.8K
Event2026-03-31
Filed2026-05-07
CVS
-1.33%CVS HEALTH CORP COM
Shares53.2K
Event2026-03-31
Filed2026-05-07
KKR & CO INC COM
14.05%KKR & CO INC COM
Shares41.2K
Event2026-03-31
Filed2026-05-07
ABT
13.51%ABBOTT LABORATORIES COM
Shares36.9K
Event2026-03-31
Filed2026-05-07
WT
-1.61%WISDOMTREE INC COM
Shares259.8K
Event2026-03-31
Filed2026-05-07
FDX
-31.85%FEDEX CORP COM
Shares10.6K
Event2026-03-31
Filed2026-05-07
PLTR
9.85%PALANTIR TECHNOLOGIES INC CL A
Shares25.5K
Event2026-03-31
Filed2026-05-07
INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF
48.64%INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF
Shares52.2K
Event2026-03-31
Filed2026-05-07
ED
5.59%CONSOLIDATED EDISON INC COM
Shares31.9K
Event2026-03-31
Filed2026-05-07
BMY
21.26%BRISTOL-MYERS SQUIBB CO COM
Shares58.9K
Event2026-03-31
Filed2026-05-07
PFE
3.58%PFIZER INC COM
Shares127.2K
Event2026-03-31
Filed2026-05-07
DVN
-19.47%DEVON ENERGY CORP NEW COM
Shares67.5K
Event2026-03-31
Filed2026-05-07
SHY
13.18%ISHARES 1-3 YEAR TREASURY BOND ETF
Shares40.3K
Event2026-03-31
Filed2026-05-07
CGCB
16.92%CAPITAL GROUP CORE BOND ETF
Shares126.0K
Event2026-03-31
Filed2026-05-07
VUG
1.01%VANGUARD GROWTH ETF
Shares7.4K
Event2026-03-31
Filed2026-05-07
D
1.14%DOMINION ENERGY INC COM
Shares52.0K
Event2026-03-31
Filed2026-05-07
NSC
1.90%NORFOLK SOUTHN CORP COM
Shares11.0K
Event2026-03-31
Filed2026-05-07
BJRI
-6.65%BJS RESTAURANTS INC COM
Shares89.7K
Event2026-03-31
Filed2026-05-07
PYPL
-2.74%PAYPAL HLDGS INC COM
Shares67.8K
Event2026-03-31
Filed2026-05-07
WEC ENERGY GROUP INC COM
7.42%WEC ENERGY GROUP INC COM
Shares26.5K
Event2026-03-31
Filed2026-05-07
PM
2.06%PHILIP MORRIS INTL INC COM
Shares18.4K
Event2026-03-31
Filed2026-05-07
BP
-11.90%BP PLC SPONSORED ADR
Shares64.9K
Event2026-03-31
Filed2026-05-07
VTR
1.32%VENTAS INC COM
Shares37.2K
Event2026-03-31
Filed2026-05-07
PEP
1.32%PEPSICO INC COM
Shares19.6K
Event2026-03-31
Filed2026-05-07
CGCP
7.06%CAPITAL GROUP CORE PLUS INCOME ETF
Shares135.7K
Event2026-03-31
Filed2026-05-07
T
2.38%AT&T INC COM
Shares104.0K
Event2026-03-31
Filed2026-05-07
KLAC
-2.12%KLA CORP COM NEW
Shares2.0K
Event2026-03-31
Filed2026-05-07
ITB
-3.96%ISHARES U.S. HOME CONSTRUCTION ETF
Shares33.0K
Event2026-03-31
Filed2026-05-07
VYM
7.33%VANGUARD HIGH DIVIDEND YIELD INDEX ETF
Shares20.0K
Event2026-03-31
Filed2026-05-07
EQT CORP COM
-0.85%EQT CORP COM
Shares46.2K
Event2026-03-31
Filed2026-05-07
EXLS
45.15%EXLSERVICE HLDGS INC COM
Shares95.6K
Event2026-03-31
Filed2026-05-07
OXY
15.74%OCCIDENTAL PETE CORP COM
Shares43.9K
Event2026-03-31
Filed2026-05-07
UNH
-5.14%UNITEDHEALTH GROUP INC COM
Shares10.5K
Event2026-03-31
Filed2026-05-07
CNI
48.25%CANADIAN NATL RY CO COM
Shares26.7K
Event2026-03-31
Filed2026-05-07
PNW
5.39%PINNACLE WEST CAP CORP COM
Shares26.4K
Event2026-03-31
Filed2026-05-07
ORI
-2.97%OLD REP INTL CORP COM
Shares64.7K
Event2026-03-31
Filed2026-05-07
NVS
0.63%NOVARTIS AG SPONSORED ADR
Shares16.9K
Event2026-03-31
Filed2026-05-07
GS
13.64%GOLDMAN SACHS GROUP INC COM
Shares3.0K
Event2026-03-31
Filed2026-05-07
DHR
8.77%DANAHER CORP DEL COM
Shares13.4K
Event2026-03-31
Filed2026-05-07
EIX
29.40%EDISON INTL COM
Shares34.2K
Event2026-03-31
Filed2026-05-07
GEV
24.37%GE VERNOVA INC COM
Shares2.9K
Event2026-03-31
Filed2026-05-07
INTC
-0.86%INTEL CORP COM
Shares54.1K
Event2026-03-31
Filed2026-05-07
WM
0.76%WASTE MGMT INC DEL COM
Shares10.4K
Event2026-03-31
Filed2026-05-07
AXP
1.38%AMERICAN EXPRESS CO COM
Shares7.9K
Event2026-03-31
Filed2026-05-07
VGIT
1.61%VANGUARD INTERMEDIATE-TERM TREASURY ETF
Shares38.7K
Event2026-03-31
Filed2026-05-07
WFC
3.76%WELLS FARGO & CO COM
Shares28.8K
Event2026-03-31
Filed2026-05-07
FANG
-10.24%DIAMONDBACK ENERGY INC COM
Shares11.6K
Event2026-03-31
Filed2026-05-07
CGGR
49.93%CAPITAL GROUP GROWTH ETF
Shares56.5K
Event2026-03-31
Filed2026-05-07
FCX
8.45%FREEPORT MCMORAN INC CL B
Shares38.4K
Event2026-03-31
Filed2026-05-07
CGNG
1033.84%CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF
Shares70.3K
Event2026-03-31
Filed2026-05-07
UBER
15.97%UBER TECHNOLOGIES INC COM
Shares30.8K
Event2026-03-31
Filed2026-05-07
SBUX
-3.57%STARBUCKS CORP COM
Shares24.5K
Event2026-03-31
Filed2026-05-07
SPGI
89.26%S&P GLOBAL INC COM
Shares5.1K
Event2026-03-31
Filed2026-05-07
DEM
62.34%WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND
Shares43.4K
Event2026-03-31
Filed2026-05-07
PFF
0.43%ISHARES PREFERRED & INCOME SECURITIES ETF
Shares70.6K
Event2026-03-31
Filed2026-05-07
NI
6.46%NISOURCE INC COM
Shares45.9K
Event2026-03-31
Filed2026-05-07
ARCC
90.73%ARES CAPITAL CORP COM
Shares118.4K
Event2026-03-31
Filed2026-05-07
BK
-3.45%BANK NEW YORK MELLON CORP COM
Shares17.9K
Event2026-03-31
Filed2026-05-07
HUBS
4072.60%HUBSPOT INC COM
Shares8.7K
Event2026-03-31
Filed2026-05-07
CTRA
-4.94%COTERRA ENERGY INC COM
Shares60.2K
Event2026-03-31
Filed2026-05-07
HII
5.08%HUNTINGTON INGALLS INDS INC COM
Shares5.6K
Event2026-03-31
Filed2026-05-07
MU
39.07%MICRON TECHNOLOGY INC COM
Shares6.3K
Event2026-03-31
Filed2026-05-07
DIS
3.72%DISNEY WALT CO COM
Shares21.6K
Event2026-03-31
Filed2026-05-07
TE CONNECTIVITY PLC ORD SHS
9.24%TE CONNECTIVITY PLC ORD SHS
Shares9.9K
Event2026-03-31
Filed2026-05-07
CB
21.08%CHUBB LTD SWITZ COM
Shares6.2K
Event2026-03-31
Filed2026-05-07
AIOT
165.78%POWERFLEET INC COM
Shares653.5K
Event2026-03-31
Filed2026-05-07
EXC
4.37%EXELON CORP COM
Shares39.5K
Event2026-03-31
Filed2026-05-07
IGE
-8.08%ISHARES NORTH AMERICAN NATURAL RESOURCES ETF
Shares29.9K
Event2026-03-31
Filed2026-05-07
AEE
9.49%AMEREN CORP COM
Shares17.1K
Event2026-03-31
Filed2026-05-07
TGT
61.85%TARGET CORP COM
Shares15.5K
Event2026-03-31
Filed2026-05-07
IBIT
-0.86%ISHARES BITCOIN TRUST ETF
Shares48.8K
Event2026-03-31
Filed2026-05-07
AON PLC SHS CL A
47.33%AON PLC SHS CL A
Shares5.8K
Event2026-03-31
Filed2026-05-07
IWM
1.77%ISHARES RUSSELL 2000 ETF
Shares7.3K
Event2026-03-31
Filed2026-05-07
DVA
4.11%DAVITA INC COM
Shares11.6K
Event2026-03-31
Filed2026-05-07
OWL
51.96%BLUE OWL CAPITAL INC COM CL A
Shares192.6K
Event2026-03-31
Filed2026-05-07
KRE
0.00%STATE STREET SPDR S&P REGIONAL BANKING ETF
Shares26.9K
Event2026-03-31
Filed2026-05-07
ALB
11.65%ALBEMARLE CORP COM
Shares9.6K
Event2026-03-31
Filed2026-05-07
KO
9.37%COCA COLA CO COM
Shares22.6K
Event2026-03-31
Filed2026-05-07
PPL
5.12%PPL CORP COM
Shares44.9K
Event2026-03-31
Filed2026-05-07
KBR
-0.06%KBR INC COM
Shares46.3K
Event2026-03-31
Filed2026-05-07
MO
2.09%ALTRIA GROUP INC COM
Shares25.5K
Event2026-03-31
Filed2026-05-07
ALLY
7.30%ALLY FINL INC COM
Shares42.8K
Event2026-03-31
Filed2026-05-07
BALT
3.10%INNOVATOR ETFS TR DEFINED WEALTH SHIELD ETF
Shares49.9K
Event2026-03-31
Filed2026-05-07
FIX
46.71%COMFORT SYS USA INC COM
Shares1.2K
Event2026-03-31
Filed2026-05-07
GM
8.74%GENERAL MTRS CO COM
Shares21.8K
Event2026-03-31
Filed2026-05-07
SSNC
0.32%SS&C TECH HLDGS COM
Shares24.0K
Event2026-03-31
Filed2026-05-07
NTNX
-8.38%NUTANIX INC CL A
Shares42.1K
Event2026-03-31
Filed2026-05-07
CAMBRIA US EW ETF
0.00%CAMBRIA US EW ETF
Shares32.5K
Event2026-03-31
Filed2026-05-07
BUNGE GLOBAL SA COM SHS
0.08%BUNGE GLOBAL SA COM SHS
Shares12.5K
Event2026-03-31
Filed2026-05-07
BSV
21.06%VANGUARD SHORT-TERM BOND ETF
Shares20.2K
Event2026-03-31
Filed2026-05-07
SCHD
34.14%SCHWAB US DIVIDEND EQUITY ETF
Shares51.2K
Event2026-03-31
Filed2026-05-07
MDB
19.37%MONGODB INC CL A
Shares6.1K
Event2026-03-31
Filed2026-05-07
KR
0.08%KROGER CO COM
Shares20.6K
Event2026-03-31
Filed2026-05-07
JBHT
22.26%HUNT J B TRANS SVCS INC COM
Shares6.9K
Event2026-03-31
Filed2026-05-07
STWD
-2.52%STARWOOD PPTY TR INC COM
Shares85.4K
Event2026-03-31
Filed2026-05-07
IVZ
17.65%INVESCO LTD SHS
Shares60.1K
Event2026-03-31
Filed2026-05-07
GLD
18.61%SPDR GOLD SHARES
Shares3.4K
Event2026-03-31
Filed2026-05-07
TAGG
81.74%T. ROWE PRICE QM U.S. BOND ETF
Shares34.0K
Event2026-03-31
Filed2026-05-07
PCG
40.01%PG&E CORP COM
Shares82.0K
Event2026-03-31
Filed2026-05-07
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL CL A
Shares2
Event2026-03-31
Filed2026-05-07
J
0.28%JACOBS SOLUTIONS INC COM
Shares11.3K
Event2026-03-31
Filed2026-05-07
SCHW
0.76%SCHWAB CHARLES CORP COM
Shares15.2K
Event2026-03-31
Filed2026-05-07
MMM
-59.92%3M CO COM
Shares9.8K
Event2026-03-31
Filed2026-05-07
DOW
89.63%DOW HLDGS INC COM
Shares33.9K
Event2026-03-31
Filed2026-05-07
LAM RESEARCH CORP COM NEW
2.29%LAM RESEARCH CORP COM NEW
Shares6.6K
Event2026-03-31
Filed2026-05-07
IVV
23.52%ISHARES CORE S&P 500 ETF
Shares2.1K
Event2026-03-31
Filed2026-05-07
COF
7.45%CAPITAL ONE FINL CORP COM
Shares7.6K
Event2026-03-31
Filed2026-05-07
VNQ
-2.46%VANGUARD REAL ESTATE ETF
Shares15.6K
Event2026-03-31
Filed2026-05-07
CNQ
0.00%CANADIAN NAT RES LTD MED TERM COM
Shares28.3K
Event2026-03-31
Filed2026-05-07
WMB
-5.07%WILLIAMS COS INC COM
Shares18.9K
Event2026-03-31
Filed2026-05-07
TRV
13.89%TRAVELERS COMPANIES INC COM
Shares4.7K
Event2026-03-31
Filed2026-05-07
NEE
2.44%NEXTERA ENERGY INC COM
Shares14.6K
Event2026-03-31
Filed2026-05-07
COWZ
0.24%PACER US CASH COWS 100 ETF
Shares21.6K
Event2026-03-31
Filed2026-05-07
BIV
0.00%VANGUARD INTERMEDIATE-TERM BOND ETF
Shares17.5K
Event2026-03-31
Filed2026-05-07
MEDTRONIC PLC SHS
-13.42%MEDTRONIC PLC SHS
Shares15.4K
Event2026-03-31
Filed2026-05-07
GNRC
73.85%GENERAC HLDGS INC COM
Shares6.8K
Event2026-03-31
Filed2026-05-07
MS
0.44%MORGAN STANLEY COM NEW
Shares7.9K
Event2026-03-31
Filed2026-05-07
STT
0.92%STATE STR CORP COM
Shares10.2K
Event2026-03-31
Filed2026-05-07
IVW
0.04%ISHARES S&P 500 GROWTH ETF
Shares11.4K
Event2026-03-31
Filed2026-05-07
MA
-14.95%MASTERCARD INCORPORATED CL A
Shares2.5K
Event2026-03-31
Filed2026-05-07
SOLSTICE ADVANCED MATLS INC COM SHS
5.43%SOLSTICE ADVANCED MATLS INC COM SHS
Shares16.6K
Event2026-03-31
Filed2026-05-07
OKE
0.82%ONEOK INC NEW COM
Shares14.0K
Event2026-03-31
Filed2026-05-07
VT
0.03%VANGUARD TOTAL WORLD STOCK ETF
Shares9.1K
Event2026-03-31
Filed2026-05-07
WRB
1.99%BERKLEY W R CORP COM
Shares18.7K
Event2026-03-31
Filed2026-05-07
EW
10.52%EDWARDS LIFESCIENCES CORP COM
Shares15.5K
Event2026-03-31
Filed2026-05-07
DPZ
27.32%DOMINOS PIZZA INC COM
Shares3.4K
Event2026-03-31
Filed2026-05-07
URI
-1.23%UNITED RENTALS INC COM
Shares1.7K
Event2026-03-31
Filed2026-05-07
OBDC
-2.20%BLUE OWL CAPITAL CORPORATION COM
Shares111.0K
Event2026-03-31
Filed2026-05-07
DDFS
0.00%INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - SEPTEMBER
Shares57.9K
Event2026-03-31
Filed2026-05-07
UPS
7.84%UNITED PARCEL SVCS INC CL B
Shares12.3K
Event2026-03-31
Filed2026-05-07
FTI
45.45%TECHNIPFMC PLC COM
Shares17.3K
Event2026-03-31
Filed2026-05-07
VXUS
-0.66%VANGUARD TOTAL INTERNATIONAL STOCK ETF
Shares15.5K
Event2026-03-31
Filed2026-05-07
IVE
-10.83%ISHARES S&P 500 VALUE ETF
Shares5.6K
Event2026-03-31
Filed2026-05-07
SLV
10.38%ISHARES SILVER TRUST
Shares17.4K
Event2026-03-31
Filed2026-05-07
FITB
8.93%FIFTH THIRD BANCORP COM
Shares25.5K
Event2026-03-31
Filed2026-05-07
ULTA
25.18%ULTA BEAUTY INC COM
Shares2.3K
Event2026-03-31
Filed2026-05-07
NOC
-9.26%NORTHROP GRUMMAN CORP COM
Shares1.7K
Event2026-03-31
Filed2026-05-07
AMAT
5.57%APPLIED MATLS INC COM
Shares3.4K
Event2026-03-31
Filed2026-05-07
FWRD
-0.05%FORWARD AIR CORP COM
Shares70.0K
Event2026-03-31
Filed2026-05-07
VLO
-28.84%VALERO ENERGY CORP COM
Shares4.7K
Event2026-03-31
Filed2026-05-07
MCHP
4.82%MICROCHIP TECHNOLOGY INC. COM
Shares17.9K
Event2026-03-31
Filed2026-05-07
PRDO
-52.09%PERDOCEO ED CORP COM
Shares30.9K
Event2026-03-31
Filed2026-05-07
REGN
52.41%REGENERON PHARMACEUTICALS COM
Shares1.5K
Event2026-03-31
Filed2026-05-07
PINNACLE FINL PARTNERS INC COM
21.69%PINNACLE FINL PARTNERS INC COM
Shares13.3K
Event2026-03-31
Filed2026-05-07
DIA
1.11%STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Shares2.5K
Event2026-03-31
Filed2026-05-07
INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - MARCH
NewINNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - MARCH
Shares60.4K
Event2026-03-31
Filed2026-05-07
DG
40.11%DOLLAR GEN CORP COM
Shares9.5K
Event2026-03-31
Filed2026-05-07
ABNB
46.85%AIRBNB INC COM CL A
Shares9.0K
Event2026-03-31
Filed2026-05-07
NTRS
24.56%NORTHERN TR CORP COM
Shares8.1K
Event2026-03-31
Filed2026-05-07
REXR
-8.97%REXFORD INDL RLTY INC COM
Shares34.1K
Event2026-03-31
Filed2026-05-07
NEM
28.44%NEWMONT CORP COM
Shares10.3K
Event2026-03-31
Filed2026-05-07
VRT
64.77%VERTIV HOLDINGS CO COM CL A
Shares4.4K
Event2026-03-31
Filed2026-05-07
AEP
26.92%AMERICAN ELEC PWR CO INC COM
Shares8.4K
Event2026-03-31
Filed2026-05-07
MAR
-8.86%MARRIOTT INTL INC NEW CL A
Shares3.4K
Event2026-03-31
Filed2026-05-07
ICLR
0.00%ICON PLC SHS
Shares9.9K
Event2026-03-31
Filed2026-05-07
XBI
-1.04%STATE STREET SPDR S&P BIOTECH ETF
Shares8.5K
Event2026-03-31
Filed2026-05-07
ACI
-3.97%ALBERTSONS COMPANIES INC COMMON STOCK
Shares63.9K
Event2026-03-31
Filed2026-05-07
BLD
-76.47%TOPBUILD COR COM
Shares3.1K
Event2026-03-31
Filed2026-05-07
CGMM
15.99%CAPITAL GROUP U.S. SMALL AND MID CAP ETF
Shares36.6K
Event2026-03-31
Filed2026-05-07
ADBE
158.02%ADOBE INC COM
Shares4.3K
Event2026-03-31
Filed2026-05-07
SNOW
-3.33%SNOWFLAKE INC COM SHS
Shares6.9K
Event2026-03-31
Filed2026-05-07
EQIX
53.60%EQUINIX INC COM
Shares1.0K
Event2026-03-31
Filed2026-05-07
CGXU
106.10%CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
Shares34.6K
Event2026-03-31
Filed2026-05-07
VGT
-15.83%VANGUARD INFORMATION TECHNOLOGY ETF
Shares1.5K
Event2026-03-31
Filed2026-05-07
VPU
0.02%VANGUARD UTILITIES ETF
Shares5.1K
Event2026-03-31
Filed2026-05-07
CNC
15.92%CENTENE CORP DEL COM
Shares30.7K
Event2026-03-31
Filed2026-05-07
EME
71.84%EMCOR GROUP INC COM
Shares1.4K
Event2026-03-31
Filed2026-05-07
NPKI
-31.87%NPK INTERNATIONAL INC COM SHS
Shares69.0K
Event2026-03-31
Filed2026-05-07
UTI
-24.82%UNIVERSAL TECHNICAL INST INC COM
Shares27.6K
Event2026-03-31
Filed2026-05-07
GWW
-9.38%WW GRAINGER INC COM
Shares908
Event2026-03-31
Filed2026-05-07
BLACKROCK INC COM
31.96%BLACKROCK INC COM
Shares1.0K
Event2026-03-31
Filed2026-05-07
TECH
0.46%BIO-TECHNE CORP COM
Shares18.7K
Event2026-03-31
Filed2026-05-07
APOLLO GLOBAL MGMT INC COM
-0.26%APOLLO GLOBAL MGMT INC COM
Shares8.8K
Event2026-03-31
Filed2026-05-07
SGOV
39.83%ISHARES 0-3 MONTH TREASURY BOND ETF
Shares9.7K
Event2026-03-31
Filed2026-05-07
MMC
51.58%MARSH & MCLENNAN COS INC COM
Shares5.6K
Event2026-03-31
Filed2026-05-07
DRI
1.27%DARDEN RESTAURANTS INC COM
Shares4.9K
Event2026-03-31
Filed2026-05-07
SNDK
-40.10%SANDISK CORP COM
Shares1.5K
Event2026-03-31
Filed2026-05-07
ENB
0.00%ENBRIDGE INC COM
Shares17.4K
Event2026-03-31
Filed2026-05-07
MSI
9.58%MOTOROLA SOLUTIONS INC COM NEW
Shares2.2K
Event2026-03-31
Filed2026-05-07
XLU
12.76%STATE STREET UTILITIES SELECT SECTOR SPDR ETF
Shares20.3K
Event2026-03-31
Filed2026-05-07
CLIP
0.00%GLOBAL X 1-3 MONTH T-BILL ETF
Shares9.3K
Event2026-03-31
Filed2026-05-07
CRM
65.08%SALESFORCE INC COM
Shares4.9K
Event2026-03-31
Filed2026-05-07
KMB
30.87%KIMBERLY-CLARK CORP COM
Shares9.5K
Event2026-03-31
Filed2026-05-07
GMED
11.88%GLOBUS MED INC CL A
Shares10.5K
Event2026-03-31
Filed2026-05-07
CGUS
16.10%CAPITAL GROUP CORE EQUITY ETF
Shares23.4K
Event2026-03-31
Filed2026-05-07
CROWN CASTLE INC COM
-0.62%CROWN CASTLE INC COM
Shares11.0K
Event2026-03-31
Filed2026-05-07
GDDY
-12.25%GODADDY INC CL A
Shares10.7K
Event2026-03-31
Filed2026-05-07
LYB
36.19%LYONDELLBASELL INDUSTRIES NV SHS - A -
Shares10.9K
Event2026-03-31
Filed2026-05-07
WDC
52.70%WESTERN DIGITAL CORP COM
Shares3.2K
Event2026-03-31
Filed2026-05-07
BSX
209.52%BOSTON SCIENTIFIC CORP COM
Shares13.9K
Event2026-03-31
Filed2026-05-07
TJX
23.35%TJX COS INC NEW COM
Shares5.4K
Event2026-03-31
Filed2026-05-07
NOW
34.57%SERVICENOW INC COM
Shares8.3K
Event2026-03-31
Filed2026-05-07
EWJ
0.00%ISHARES MSCI JAPAN ETF
Shares10.3K
Event2026-03-31
Filed2026-05-07
FTLS
-3.54%FIRST TRUST LONG/SHORT EQUITY ETF
Shares12.3K
Event2026-03-31
Filed2026-05-07
XLE
-26.51%STATE STREET ENERGY SELECT SECTOR SPDR ETF
Shares13.7K
Event2026-03-31
Filed2026-05-07
KHC
6.22%KRAFT HEINZ CO COM
Shares37.2K
Event2026-03-31
Filed2026-05-07
GIS
112.56%GENERAL MILLS INC COM
Shares22.5K
Event2026-03-31
Filed2026-05-07
DNP
6.15%DNP SELECT INCOME FD INC COM
Shares81.1K
Event2026-03-31
Filed2026-05-07
SDVY
1.22%FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
Shares20.7K
Event2026-03-31
Filed2026-05-07
WTFC
0.00%WINTRUST FINL CORP COM
Shares5.9K
Event2026-03-31
Filed2026-05-07
PH
0.44%PARKER-HANNIFIN CORP COM
Shares907
Event2026-03-31
Filed2026-05-07
RSPG
-3.88%INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF
Shares7.4K
Event2026-03-31
Filed2026-05-07
AMP
31.17%AMERIPRISE FINL INC COM
Shares1.8K
Event2026-03-31
Filed2026-05-07
CGBL
140.07%CAPITAL GROUP CORE BALANCED ETF
Shares23.5K
Event2026-03-31
Filed2026-05-07
LNG
12.72%CHENIERE ENERGY INC COM NEW
Shares2.8K
Event2026-03-31
Filed2026-05-07
OC
49.86%OWENS CORNING NEW COM
Shares7.4K
Event2026-03-31
Filed2026-05-07
WTRG
12.57%ESSENTIAL UTILS INC COM
Shares19.9K
Event2026-03-31
Filed2026-05-07
JHS
-4.44%HANCOCK JOHN INCOME SECS TR COM
Shares70.2K
Event2026-03-31
Filed2026-05-07
FLR
-8.73%FLUOR CORP COM
Shares16.4K
Event2026-03-31
Filed2026-05-07
MTN
3.54%VAIL RESORTS INC COM
Shares6.0K
Event2026-03-31
Filed2026-05-07
INTU
186.41%INTUIT COM
Shares1.8K
Event2026-03-31
Filed2026-05-07
GBTC
0.00%GRAYSCALE BITCOIN TRUST ETF
Shares14.5K
Event2026-03-31
Filed2026-05-07
BKNG
34.07%BOOKING HOLDINGS INC COM
Shares181
Event2026-03-31
Filed2026-05-07
GILD
1.17%GILEAD SCIENCES INC COM
Shares5.4K
Event2026-03-31
Filed2026-05-07
IT
683.66%GARTNER INC COM
Shares4.7K
Event2026-03-31
Filed2026-05-07
HAL
53.55%HALLIBURTON CO COM
Shares19.2K
Event2026-03-31
Filed2026-05-07
CFG
35.66%CITIZENS FINL GROUP INC COM
Shares12.4K
Event2026-03-31
Filed2026-05-07
IBB
0.00%ISHARES BIOTECHNOLOGY ETF
Shares4.4K
Event2026-03-31
Filed2026-05-07
VFLO
60.48%VICTORYSHARES FREE CASH FLOW ETF
Shares18.6K
Event2026-03-31
Filed2026-05-07
ROST
13.18%ROSS STORES INC COM
Shares3.4K
Event2026-03-31
Filed2026-05-07
GSK PLC SPONSORED ADR
0.19%GSK PLC SPONSORED ADR
Shares13.1K
Event2026-03-31
Filed2026-05-07
CITIGROUP INC COM NEW
43.30%CITIGROUP INC COM NEW
Shares6.4K
Event2026-03-31
Filed2026-05-07
KVUE
6.11%KENVUE INC COM
Shares41.3K
Event2026-03-31
Filed2026-05-07
APH
42.59%AMPHENOL CORP CL A
Shares5.6K
Event2026-03-31
Filed2026-05-07
CGCV
NewCAPITAL GROUP CONSERVATIVE EQUITY ETF
Shares23.9K
Event2026-03-31
Filed2026-05-07
EFX
423.50%EQUIFAX INC COM
Shares3.9K
Event2026-03-31
Filed2026-05-07
MLI
23.98%MUELLER INDS INC COM
Shares6.4K
Event2026-03-31
Filed2026-05-07
CIEN
0.17%CIENA CORP COM NEW
Shares1.8K
Event2026-03-31
Filed2026-05-07
VB
-1.25%VANGUARD SMALL-CAP ETF
Shares2.6K
Event2026-03-31
Filed2026-05-07
NIE
0.00%VIRTUS EQUITY & CONV INCM FD COM
Shares29.0K
Event2026-03-31
Filed2026-05-07
DAL
91.16%DELTA AIR LINES INC COM NEW
Shares10.2K
Event2026-03-31
Filed2026-05-07
AMT
-30.96%AMERICAN TOWER CORP COM
Shares3.9K
Event2026-03-31
Filed2026-05-07
SPG
-0.61%SIMON PPTY GROUP INC NEW COM
Shares3.6K
Event2026-03-31
Filed2026-05-07
SF
179.59%STIFEL FINL CORP COM
Shares9.1K
Event2026-03-31
Filed2026-05-07
KEY
10.19%KEYCORP COM
Shares32.8K
Event2026-03-31
Filed2026-05-07
FIVE
442.99%FIVE BELOW INC COM
Shares2.9K
Event2026-03-31
Filed2026-05-07
TSN
95.51%TYSON FOODS INC CL A
Shares10.1K
Event2026-03-31
Filed2026-05-07
BURL
2832.84%BURLINGTON STORES INC COM
Shares2.0K
Event2026-03-31
Filed2026-05-07
MAA
49.20%MID-AMER APT CMNTYS INC COM
Shares5.2K
Event2026-03-31
Filed2026-05-07
SYY
23.24%SYSCO CORP COM
Shares8.9K
Event2026-03-31
Filed2026-05-07
ACM
12.64%AECOM COM
Shares7.5K
Event2026-03-31
Filed2026-05-07
THE CIGNA GROUP COM
250.37%THE CIGNA GROUP COM
Shares2.4K
Event2026-03-31
Filed2026-05-07
NYT
69.81%NEW YORK TIMES CO MTN BE CL A
Shares7.4K
Event2026-03-31
Filed2026-05-07
DGRW
0.18%WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
Shares7.0K
Event2026-03-31
Filed2026-05-07
RIFR
45.74%RUSSELL INVESTMENTS GLOBAL INFRASTRUCTURE ETF
Shares22.0K
Event2026-03-31
Filed2026-05-07
MCO
114.88%MOODYS CORP COM
Shares1.4K
Event2026-03-31
Filed2026-05-07
XTWO
0.00%BONDBLOXX BLOOMBERG TWO YEAR TARGET DURATION US TREASURY ETF
Shares12.4K
Event2026-03-31
Filed2026-05-07
ROP
202.67%ROPER TECHNOLOGIES INC COM
Shares1.7K
Event2026-03-31
Filed2026-05-07
USB
4.73%US BANCORP COM NEW
Shares11.5K
Event2026-03-31
Filed2026-05-07
TER
523.29%TERADYNE INC COM
Shares2.0K
Event2026-03-31
Filed2026-05-07
RIO
1.61%RIO TINTO PLC SPONSORED ADR
Shares6.4K
Event2026-03-31
Filed2026-05-07
MEDP
0.33%MEDPACE HLDGS INC COM
Shares1.2K
Event2026-03-31
Filed2026-05-07
INVESCO S&P 500 LOW VOLATILITY ETF
14.20%INVESCO S&P 500 LOW VOLATILITY ETF
Shares8.0K
Event2026-03-31
Filed2026-05-07
SHEL
3.12%SHELL PLC SPON ADS
Shares6.3K
Event2026-03-31
Filed2026-05-07
SHW
-5.15%SHERWIN WILLIAMS CO COM
Shares1.8K
Event2026-03-31
Filed2026-05-07
JCI
94.85%JOHNSON CTLS INTL PLC SHS
Shares4.5K
Event2026-03-31
Filed2026-05-07
MPLX
0.00%MPLX LP COM UNIT REP LTD
Shares10.2K
Event2026-03-31
Filed2026-05-07
ASML
14.36%ASML HLDG NV N Y REGISTRY SHS
Shares438
Event2026-03-31
Filed2026-05-07
CARR
49.44%CARRIER GLOBAL CORPORATION COM
Shares10.2K
Event2026-03-31
Filed2026-05-07
PNC
36.71%PNC FINL SVCS GROUP INC COM
Shares2.8K
Event2026-03-31
Filed2026-05-07
OSBC
0.05%OLD SECOND BANCORP INC DEL COM
Shares28.3K
Event2026-03-31
Filed2026-05-07
IEUR
0.00%ISHARES CORE MSCI EUROPE ETF
Shares8.1K
Event2026-03-31
Filed2026-05-07
DLTR
13.97%DOLLAR TREE INC COM
Shares5.2K
Event2026-03-31
Filed2026-05-07
PECO
0.56%PHILLIPS EDISON & CO INC COMMON STOCK
Shares15.1K
Event2026-03-31
Filed2026-05-07
DHI
-33.80%D R HORTON INC COM
Shares4.1K
Event2026-03-31
Filed2026-05-07
VEA
4.79%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares8.7K
Event2026-03-31
Filed2026-05-07
MOD
1.30%MODINE MFG CO COM
Shares2.6K
Event2026-03-31
Filed2026-05-07
TFC
4.10%TRUIST FINL CORP COM
Shares12.1K
Event2026-03-31
Filed2026-05-07
ZM
-29.00%ZOOM COMMUNICATIONS INC CL A
Shares6.9K
Event2026-03-31
Filed2026-05-07
PR
74.48%PERMIAN RESOURCES CORP CLASS A COM
Shares25.9K
Event2026-03-31
Filed2026-05-07
CTAS
21.95%CINTAS CORP COM
Shares3.3K
Event2026-03-31
Filed2026-05-07
EVR
135.04%EVERCORE INC CLASS A
Shares1.8K
Event2026-03-31
Filed2026-05-07
CTVA
1.82%CORTEVA INC COM
Shares6.5K
Event2026-03-31
Filed2026-05-07
DGRO
7.83%ISHARES CORE DIVIDEND GROWTH ETF
Shares7.8K
Event2026-03-31
Filed2026-05-07
VIK
182.98%VIKING HOLDINGS LTD ORD SHS
Shares7.4K
Event2026-03-31
Filed2026-05-07
BAC-PL
62.72%BANK AMERICA CORP 7.25CNV PFD L
Shares454
Event2026-03-31
Filed2026-05-07
EXE
105.25%CSUSCHK
Shares4.9K
Event2026-03-31
Filed2026-05-07
BARRICK MNG CORP COM SHS
-2.95%BARRICK MNG CORP COM SHS
Shares13.2K
Event2026-03-31
Filed2026-05-07
JPC
7.31%NUVEEN PFD & INCOME OPPORTUNIT COM
Shares71.1K
Event2026-03-31
Filed2026-05-07
CME
-16.11%CME GROUP INC COM
Shares1.8K
Event2026-03-31
Filed2026-05-07
PB
22.39%PROSPERITY BANCSHARES INC COM
Shares7.9K
Event2026-03-31
Filed2026-05-07
CRH PLC ORD
627.98%CRH PLC ORD
Shares5.1K
Event2026-03-31
Filed2026-05-07
BITWISE 10 CRYPTO INDEX ETF
0.00%BITWISE 10 CRYPTO INDEX ETF
Shares11.9K
Event2026-03-31
Filed2026-05-07
FTNT
16.87%FORTINET INC COM
Shares6.5K
Event2026-03-31
Filed2026-05-07
DIVO
0.48%AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
Shares11.8K
Event2026-03-31
Filed2026-05-07
VTV
0.19%VANGUARD VALUE ETF
Shares2.7K
Event2026-03-31
Filed2026-05-07
AXS
11.38%AXIS CAP HLDGS LTD SHS
Shares5.2K
Event2026-03-31
Filed2026-05-07
TTC
55.06%TORO CO COM
Shares5.6K
Event2026-03-31
Filed2026-05-07
CCL
82.21%CARNIVAL CORP COMMON STOCK
Shares20.2K
Event2026-03-31
Filed2026-05-07
LVS
10.26%LAS VEGAS SANDS CORP COM
Shares9.6K
Event2026-03-31
Filed2026-05-07
ASO
-2.23%ACADEMY SPORTS & OUTDOORS INC COM
Shares9.1K
Event2026-03-31
Filed2026-05-07
CL
9.38%COLGATE PALMOLIVE CO COM
Shares6.0K
Event2026-03-31
Filed2026-05-07
NBIX
27.01%NEUROCRINE BIOSCIENCES INC COM
Shares3.9K
Event2026-03-31
Filed2026-05-07
HST
82.00%HOST HOTELS & RESORTS INC COM
Shares26.7K
Event2026-03-31
Filed2026-05-07
NTRA
-0.70%NATERA INC COM
Shares2.5K
Event2026-03-31
Filed2026-05-07
NTAP
-5.83%NETAPP INC COM
Shares4.9K
Event2026-03-31
Filed2026-05-07
ARISTA NETWORKS INC COM SHS
-23.53%ARISTA NETWORKS INC COM SHS
Shares4.1K
Event2026-03-31
Filed2026-05-07
DUPONT DE NEMOURS INC COM
3.16%DUPONT DE NEMOURS INC COM
Shares10.9K
Event2026-03-31
Filed2026-05-07
RGT
0.00%ROYCE GLOBAL TRUST INC COM
Shares37.1K
Event2026-03-31
Filed2026-05-07
EXPE
-43.13%EXPEDIA GROUP INC COM NEW
Shares2.1K
Event2026-03-31
Filed2026-05-07
CRS
191.84%CARPENTER TECHNOLOGY CORP COM
Shares1.3K
Event2026-03-31
Filed2026-05-07
TGLS
0.15%TECNOGLASS INC ORD SHS
Shares11.1K
Event2026-03-31
Filed2026-05-07
PAYX
498.65%PAYCHEX INC COM
Shares5.3K
Event2026-03-31
Filed2026-05-07
EQAL
0.19%INVESCO RUSSELL 1000 EQUAL WEIGHT ETF
Shares8.9K
Event2026-03-31
Filed2026-05-07
IWB
48.75%ISHARES RUSSELL 1000 ETF
Shares1.4K
Event2026-03-31
Filed2026-05-07
QQQM
0.00%INVESCO NASDAQ 100 ETF
Shares2.1K
Event2026-03-31
Filed2026-05-07
LOW
-1.87%LOWES COS INC COM
Shares2.1K
Event2026-03-31
Filed2026-05-07
BWA
0.76%BORGWARNER INC COM
Shares8.9K
Event2026-03-31
Filed2026-05-07
KMX
170.39%CARMAX INC COM
Shares11.6K
Event2026-03-31
Filed2026-05-07
ESPO
0.00%VANECK VIDEO GAMING AND ESPORTS ETF
Shares5.3K
Event2026-03-31
Filed2026-05-07
ASB
-4.97%ASSOCIATED BANC-CORP COM
Shares18.5K
Event2026-03-31
Filed2026-05-07
TXRH
396.39%TEXAS ROADHOUSE INC COM
Shares2.9K
Event2026-03-31
Filed2026-05-07
JEF
401.22%JEFFERIES FINANCIAL GROUP INC COM
Shares11.5K
Event2026-03-31
Filed2026-05-07
SCHX
-0.45%SCHWAB U.S. LARGE-CAP ETF
Shares18.5K
Event2026-03-31
Filed2026-05-07
STANLEY BLACK & DECKER INC COM
55.69%STANLEY BLACK & DECKER INC COM
Shares6.7K
Event2026-03-31
Filed2026-05-07
ET
1.66%ENERGY TRANSFER L P COM UT LTD PTN
Shares24.5K
Event2026-03-31
Filed2026-05-07
AKAM
0.12%AKAMAI TECHNOLOGIES INC COM
Shares4.0K
Event2026-03-31
Filed2026-05-07
RCL
40.84%ROYAL CARIBBEAN GROUP COM
Shares1.7K
Event2026-03-31
Filed2026-05-07
CMG
-5.36%CHIPOTLE MEXICAN GRILL INC COM
Shares14.4K
Event2026-03-31
Filed2026-05-07
PWR
6.79%QUANTA SVCS INC COM
Shares833
Event2026-03-31
Filed2026-05-07
BITWISE CRYPTO INDUSTRY INNOVATORS ETF
0.00%BITWISE CRYPTO INDUSTRY INNOVATORS ETF
Shares24.3K
Event2026-03-31
Filed2026-05-07
ITT INC COM
1724.81%ITT INC COM
Shares2.4K
Event2026-03-31
Filed2026-05-07
WTW
31.42%WILLIS TOWERS WATSON PLC LTD SHS
Shares1.5K
Event2026-03-31
Filed2026-05-07
BMRN
74.31%BIOMARIN PHARMACEUTICAL INC COM
Shares7.9K
Event2026-03-31
Filed2026-05-07
QNITY ELECTRONICS INC COMMON STOCK
1.11%QNITY ELECTRONICS INC COMMON STOCK
Shares3.8K
Event2026-03-31
Filed2026-05-07
ETHE
0.00%GRAYSCALE ETHEREUM STAKING ETF
Shares25.8K
Event2026-03-31
Filed2026-05-07
BAB
6.55%INVESCO TAXABLE MUNICIPAL BOND ETF
Shares16.3K
Event2026-03-31
Filed2026-05-07
VRSN
91.63%VERISIGN INC COM
Shares1.8K
Event2026-03-31
Filed2026-05-07
CHTR
62.94%CHARTER COMMUNICATIONS INC CL A
Shares2.0K
Event2026-03-31
Filed2026-05-07
DAR
5286.26%DARLING INGREDIENTS INC COM
Shares7.1K
Event2026-03-31
Filed2026-05-07
DECK
8.78%DECKERS OUTDOOR CORP COM
Shares4.4K
Event2026-03-31
Filed2026-05-07
AR
44.52%ANTERO RESOURCES CORP COM
Shares10.3K
Event2026-03-31
Filed2026-05-07
VST
20.05%VISTRA CORP COM
Shares2.9K
Event2026-03-31
Filed2026-05-07
CPT
-5.54%CAMDEN PPTY TR SH BEN INT
Shares4.4K
Event2026-03-31
Filed2026-05-07
VFC
610.20%V F CORP COM
Shares25.3K
Event2026-03-31
Filed2026-05-07
ES
74.33%EVERSOURCE ENERGY COM
Shares6.2K
Event2026-03-31
Filed2026-05-07
XLF
0.05%STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Shares8.7K
Event2026-03-31
Filed2026-05-07
EAT
0.64%BRINKER INTL INC COM
Shares3.0K
Event2026-03-31
Filed2026-05-07
INCY
1.20%INCYTE CORP COM
Shares4.5K
Event2026-03-31
Filed2026-05-07
APA CORPORATION COM
2.40%APA CORPORATION COM
Shares10.1K
Event2026-03-31
Filed2026-05-07
OMC
81.30%OMNICOM GROUP INC COM
Shares5.6K
Event2026-03-31
Filed2026-05-07
VICI
319.39%VICI PPTYS INC COM
Shares15.4K
Event2026-03-31
Filed2026-05-07
MCK
10.73%MCKESSON CORP COM
Shares485
Event2026-03-31
Filed2026-05-07
PLD
0.29%PROLOGIS INC. COM
Shares3.2K
Event2026-03-31
Filed2026-05-07
BIL
0.04%STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
Shares4.6K
Event2026-03-31
Filed2026-05-07
OSK
25.79%OSHKOSH CORP COM
Shares2.8K
Event2026-03-31
Filed2026-05-07
PGR
14.91%PROGRESSIVE CORP COM
Shares2.1K
Event2026-03-31
Filed2026-05-07
AMRZ
7.97%AMRIZE LTD SHS
Shares7.4K
Event2026-03-31
Filed2026-05-07
IEFA
45.30%ISHARES CORE MSCI EAFE ETF
Shares4.6K
Event2026-03-31
Filed2026-05-07
CGGG
NewCAPITAL GROUP U.S. LARGE GROWTH ETF
Shares16.2K
Event2026-03-31
Filed2026-05-07
FI
322.30%FISERV INC COM
Shares7.3K
Event2026-03-31
Filed2026-05-07
PFG
2.37%PRINCIPAL FINANCIAL GROUP INC COM
Shares4.5K
Event2026-03-31
Filed2026-05-07
ON
1.37%ON SEMICONDUCTOR CORP COM
Shares6.6K
Event2026-03-31
Filed2026-05-07
CIBR
-0.76%FIRST TRUST NASDAQ CYBERSECURITY ETF
Shares6.5K
Event2026-03-31
Filed2026-05-07
FEDERAL RLTY INVT TR NEW SH BEN INT NEW
43.61%FEDERAL RLTY INVT TR NEW SH BEN INT NEW
Shares3.8K
Event2026-03-31
Filed2026-05-07
BKLN
25.33%INVESCO SENIOR LOAN ETF
Shares19.8K
Event2026-03-31
Filed2026-05-07
CRWD
18.03%CROWDSTRIKE HLDGS INC CL A
Shares1.0K
Event2026-03-31
Filed2026-05-07
SPYD
2.11%STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
Shares8.8K
Event2026-03-31
Filed2026-05-07
CVE
2.93%CENOVUS ENERGY INC COM
Shares14.9K
Event2026-03-31
Filed2026-05-07
GAP
37.82%GAP INC COM
Shares16.4K
Event2026-03-31
Filed2026-05-07
XHB
0.00%STATE STREET SPDR S&P HOMEBUILDERS ETF
Shares4.0K
Event2026-03-31
Filed2026-05-07
AA
28.49%ALCOA CORP COM
Shares6.0K
Event2026-03-31
Filed2026-05-07
RGA
4.48%REINSURANCE GROUP AMER INC COM NEW
Shares1.9K
Event2026-03-31
Filed2026-05-07
PAA
0.00%PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN
Shares17.6K
Event2026-03-31
Filed2026-05-07
POCT
0.00%INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER
Shares9.1K
Event2026-03-31
Filed2026-05-07
TPR
3.75%TAPESTRY INC COM
Shares2.8K
Event2026-03-31
Filed2026-05-07
A
198.69%AGILENT TECHNOLOGIES INC COM
Shares3.4K
Event2026-03-31
Filed2026-05-07
IFF
-11.44%INTERNATIONAL FLAVORS&FRAGRANC COM
Shares5.4K
Event2026-03-31
Filed2026-05-07
LEN
143.30%LENNAR CORP CL A
Shares4.5K
Event2026-03-31
Filed2026-05-07
MUB
509.20%ISHARES NATIONAL MUNI BOND ETF
Shares3.6K
Event2026-03-31
Filed2026-05-07
SRE
8.43%SEMPRA COM
Shares4.0K
Event2026-03-31
Filed2026-05-07
NVO
-12.00%NOVO-NORDISK A S ADR
Shares10.5K
Event2026-03-31
Filed2026-05-07
UAL
86.08%UNITED AIRLS HLDGS INC COM
Shares4.2K
Event2026-03-31
Filed2026-05-07
AJG
2.91%GALLAGHER ARTHUR J & CO COM
Shares1.8K
Event2026-03-31
Filed2026-05-07
ENVX
0.86%ENOVIX CORPORATION COM
Shares73.9K
Event2026-03-31
Filed2026-05-07
ARKG
0.00%ARK GENOMIC REVOLUTION ETF
Shares14.4K
Event2026-03-31
Filed2026-05-07
G
9.58%GENPACT LIMITED SHS
Shares10.2K
Event2026-03-31
Filed2026-05-07
BFAM
201.77%BRIGHT HORIZONS FAM SOL IN DEL COM
Shares4.6K
Event2026-03-31
Filed2026-05-07
VLTO
-7.31%VERALTO CORP COM SHS
Shares4.2K
Event2026-03-31
Filed2026-05-07
BOND
0.00%PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
Shares4.0K
Event2026-03-31
Filed2026-05-07
DVY
77.12%ISHARES SELECT DIVIDEND ETF
Shares2.5K
Event2026-03-31
Filed2026-05-07
TTWO
54.47%TAKE-TWO INTERACTIVE SOFTWARE COM
Shares1.9K
Event2026-03-31
Filed2026-05-07
PODD
672.25%INSULET CORP COM
Shares1.8K
Event2026-03-31
Filed2026-05-07
AGG
67.93%ISHARES CORE U.S. AGGREGATE BOND ETF
Shares3.7K
Event2026-03-31
Filed2026-05-07
LITE
1689.66%LUMENTUM HLDGS INC COM
Shares519
Event2026-03-31
Filed2026-05-07
PCOR
899.38%PROCORE TECHNOLOGIES INC COM
Shares6.4K
Event2026-03-31
Filed2026-05-07
ZDEK
0.00%INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBER
Shares14.2K
Event2026-03-31
Filed2026-05-07
BND
12.71%VANGUARD TOTAL BOND MARKET ETF
Shares4.9K
Event2026-03-31
Filed2026-05-07
ARTY
0.00%ISHARES FUTURE AI & TECH ETF
Shares7.8K
Event2026-03-31
Filed2026-05-07
STLD
1.26%STEEL DYNAMICS INC COM
Shares2.0K
Event2026-03-31
Filed2026-05-07
IJR
0.00%ISHARES CORE S&P SMALL CAP ETF
Shares2.9K
Event2026-03-31
Filed2026-05-07
SNX
82.42%TD SYNNEX CORPORATION COM
Shares2.1K
Event2026-03-31
Filed2026-05-07
WBD
2.50%WARNER BROS DISCOVERY INC COM SER A
Shares13.1K
Event2026-03-31
Filed2026-05-07
EA
-17.62%ELECTRONIC ARTS INC COM
Shares1.8K
Event2026-03-31
Filed2026-05-07
WCN
173.02%WASTE CONNECTIONS INC COM
Shares2.2K
Event2026-03-31
Filed2026-05-07
IJT
0.00%ISHARES S&P SMALL-CAP 600 GROWTH ETF
Shares2.5K
Event2026-03-31
Filed2026-05-07
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available