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The Analysis of Savvy Advisors, Inc.'s Holdings & P&L

Currently, Savvy Advisors, Inc. holds 1117 types of securities in its portfolio with a total value $3.7B. In the most recent quarter, they have increased their positions in N/A (+72.1K shares, valued at $43.1M), AVUV (+312.6K shares, valued at $34.5M), EFG (+286.0K shares, valued at $31.9M); decreased their positions in DBEF (-303.9K shares, valued at $15.0M), OEF (-30.7K shares, valued at $9.8M), N/A (-86.4K shares, valued at $7.6M); initiated new positions in ASTS (+270.9K shares, valued at $22.4M), BCI (+372.1K shares, valued at $9.0M), SHLD (+101.6K shares, valued at $7.2M).

1M P&L

+93.0M+3.35%

3M P&L

-139.1M-4.62%

HY P&L

-12.6M-0.44%

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/A1.8B

68.7%

2Semiconductors153.5M

5.7%

3Software - Infrastructure70.4M

2.6%

Top Industries by Stock Count

1N/A480 stocks

51.1%

2Software - Application21 stocks

2.2%

3Software - Infrastructure16 stocks

1.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS398.1K shares22.10%2026-03-312026-05-11

IUSB ISHARES TR3.3M shares17.73%2026-03-312026-05-11

NVDA NVIDIA CORPORATION771.9K shares9.00%2026-03-312026-05-11

IVLU ISHARES TR2.2M shares54.67%2026-03-312026-05-11

SCHG SCHWAB STRATEGIC TR2.9M shares20.75%2026-03-312026-05-11

IVV ISHARES TR124.3K shares-3.37%2026-03-312026-05-11

JQUA J P MORGAN EXCHANGE TRADED F1.3M shares-2.55%2026-03-312026-05-11

AAPL APPLE INC308.0K shares25.39%2026-03-312026-05-11

Sponsored

AGG ISHARES TR675.7K shares17.01%2026-03-312026-05-11

EFG ISHARES TR464.3K shares160.40%2026-03-312026-05-11

SPEM SPDR INDEX SHS FDS1.0M shares35.11%2026-03-312026-05-11

MSFT MICROSOFT CORP131.6K shares18.01%2026-03-312026-05-11

FFIU SPINNAKER ETF SERIES2.2M shares1.63%2026-03-312026-05-11

VTV VANGUARD INDEX FDS246.9K shares-12.59%2026-03-312026-05-11

MUB ISHARES TR380.9K shares39.79%2026-03-312026-05-11

DFAC DIMENSIONAL ETF TRUST957.8K shares43.01%2026-03-312026-05-11

Sponsored

AVUV AMERICAN CENTY ETF TR330.8K shares1720.21%2026-03-312026-05-11

XLK SELECT SECTOR SPDR TR274.9K shares18.43%2026-03-312026-05-11

AMZN AMAZON COM INC169.1K shares22.07%2026-03-312026-05-11

BSV VANGUARD BD INDEX FDS440.8K shares11.19%2026-03-312026-05-11

VEA VANGUARD TAX-MANAGED FDS532.2K shares-6.30%2026-03-312026-05-11

BUSE FIRST BUSEY CORP1.3M shares960.09%2026-03-312026-05-11

ALPHABET INC ALPHABET INC98.6K shares16.32%2026-03-312026-05-11

ALPHABET INC ALPHABET INC97.1K shares15.46%2026-03-312026-05-11

Sponsored

MTUM ISHARES TR116.0K shares16.87%2026-03-312026-05-11

VTI VANGUARD INDEX FDS86.6K shares81.08%2026-03-312026-05-11

IAGG ISHARES TR545.8K shares83.19%2026-03-312026-05-11

PG PROCTER & GAMBLE CO188.0K shares22.83%2026-03-312026-05-11

VUG VANGUARD INDEX FDS54.7K shares8.53%2026-03-312026-05-11

TBIL RBB FD INC472.8K shares5355.32%2026-03-312026-05-11

ASTS AST SPACEMOBILE INC270.9K sharesnew addition2026-03-312026-05-11

VMBS VANGUARD SCOTTSDALE FDS460.8K shares-2.06%2026-03-312026-05-11

Sponsored

BROADCOM INC BROADCOM INC69.7K shares12.02%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL44.0K shares18.49%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR36.0K shares-1.84%2026-03-312026-05-11

ISHARES GOLD TR ISHARES GOLD TR234.3K shares-26.93%2026-03-312026-05-11

TLH ISHARES TR202.6K shares-22.37%2026-03-312026-05-11

SCHF SCHWAB STRATEGIC TR810.5K shares280.56%2026-03-312026-05-11

EFA ISHARES TR206.1K shares393.75%2026-03-312026-05-11

SPY STATE STR SPDR S&P 500 ETF T30.2K shares-4.83%2026-03-312026-05-11

Sponsored

VGT VANGUARD WORLD FD26.3K shares14.08%2026-03-312026-05-11

SCHD SCHWAB STRATEGIC TR582.1K shares41.83%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO60.1K shares22.36%2026-03-312026-05-11

HYDB ISHARES TR373.8K shares71.26%2026-03-312026-05-11

META META PLATFORMS INC30.1K shares24.31%2026-03-312026-05-11

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T88.0K shares170.52%2026-03-312026-05-11

LLY ELI LILLY & CO18.1K shares12.52%2026-03-312026-05-11

IEFA ISHARES TR180.3K shares26.27%2026-03-312026-05-11

Sponsored

DUHP DIMENSIONAL ETF TRUST435.7K shares21.68%2026-03-312026-05-11

TSLA TESLA INC42.9K shares27.21%2026-03-312026-05-11

XOM EXXON MOBIL CORP93.5K shares7.47%2026-03-312026-05-11

ETFS GOLD TR ETFS GOLD TR348.8K shares-24.19%2026-03-312026-05-11

DFUV DIMENSIONAL ETF TRUST320.2K shares7.90%2026-03-312026-05-11

VB VANGUARD INDEX FDS56.3K shares7.03%2026-03-312026-05-11

VWO VANGUARD INTL EQUITY INDEX F264.5K shares-2.12%2026-03-312026-05-11

SCHX SCHWAB STRATEGIC TR551.2K shares6.24%2026-03-312026-05-11

Sponsored

XCEM COLUMBIA ETF TR II339.1K shares-13.35%2026-03-312026-05-11

WMT WALMART INC109.7K shares29.61%2026-03-312026-05-11

DFIV DIMENSIONAL ETF TRUST243.7K shares-1.28%2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION12.2K shares30.30%2026-03-312026-05-11

SPYM SPDR SERIES TRUST152.2K shares3.02%2026-03-312026-05-11

JBND J P MORGAN EXCHANGE TRADED F215.5K shares2.38%2026-03-312026-05-11

DMBS DOUBLELINE ETF TRUST231.8K shares10.15%2026-03-312026-05-11

SGOV ISHARES TR111.9K shares530.85%2026-03-312026-05-11

Sponsored

IJH ISHARES TR158.8K shares4.19%2026-03-312026-05-11

CVX CHEVRON CORPORATION50.8K shares20.02%2026-03-312026-05-11

ZAP GLOBAL X FDS325.1K shares8.39%2026-03-312026-05-11

DFUS DIMENSIONAL ETF TRUST147.0K shares54.94%2026-03-312026-05-11

DFIC DIMENSIONAL ETF TRUST292.9K shares-1.46%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON42.4K shares30.25%2026-03-312026-05-11

MU MICRON TECHNOLOGY INC30.3K shares32.94%2026-03-312026-05-11

GLD SPDR GOLD TR23.5K shares27.57%2026-03-312026-05-11

Sponsored

V VISA INC33.2K shares14.66%2026-03-312026-05-11

IBIT ISHARES BITCOIN TRUST ETF259.8K shares35.16%2026-03-312026-05-11

ABBV ABBVIE INC44.6K shares21.85%2026-03-312026-05-11

VONG VANGUARD SCOTTSDALE FDS88.3K shares4239.23%2026-03-312026-05-11

DFCF DIMENSIONAL ETF TRUST223.2K shares133.95%2026-03-312026-05-11

BCI ABRDN ETFS372.1K sharesnew addition2026-03-312026-05-11

DFCA DIMENSIONAL ETF TRUST177.3K shares7.26%2026-03-312026-05-11

SUB ISHARES TR81.6K shares10.09%2026-03-312026-05-11

Sponsored

IXUS ISHARES TR100.3K shares-12.35%2026-03-312026-05-11

SCHR SCHWAB STRATEGIC TR348.6K shares108.81%2026-03-312026-05-11

CAT CATERPILLAR INC11.9K shares33.08%2026-03-312026-05-11

MA MASTERCARD INCORPORATED16.8K shares24.34%2026-03-312026-05-11

SPYV SPDR SERIES TRUST138.5K shares2.54%2026-03-312026-05-11

AVSC AMERICAN CENTY ETF TR125.4K shares10.19%2026-03-312026-05-11

HD HOME DEPOT INC23.7K shares21.78%2026-03-312026-05-11

IWD ISHARES TR35.3K shares-2.72%2026-03-312026-05-11

Sponsored

DIHP DIMENSIONAL ETF TRUST232.3K shares18.65%2026-03-312026-05-11

XLV SELECT SECTOR SPDR TR50.4K shares-5.84%2026-03-312026-05-11

SHLD GLOBAL X FDS101.6K sharesnew addition2026-03-312026-05-11

MCD MCDONALDS CORP22.6K shares21.68%2026-03-312026-05-11

SCHV SCHWAB STRATEGIC TR228.1K shares-6.78%2026-03-312026-05-11

XLY SELECT SECTOR SPDR TR62.8K shares-8.72%2026-03-312026-05-11

OEF ISHARES TR21.0K shares-59.37%2026-03-312026-05-11

PLTR PALANTIR TECHNOLOGIES INC45.4K shares48.50%2026-03-312026-05-11

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T87.7K shares-3.17%2026-03-312026-05-11

GS GOLDMAN SACHS GROUP INC7.7K shares45.70%2026-03-312026-05-11

RTX RTX CORPORATION33.6K shares31.55%2026-03-312026-05-11

IBM INTERNATIONAL BUSINESS MACHS26.0K shares22.10%2026-03-312026-05-11

QUAL ISHARES TR32.7K shares19.44%2026-03-312026-05-11

VZ VERIZON COMMUNICATIONS INC124.6K shares11.42%2026-03-312026-05-11

VV VANGUARD INDEX FDS20.7K shares86.69%2026-03-312026-05-11

IJR ISHARES TR49.6K shares-1.48%2026-03-312026-05-11

Sponsored

XT ISHARES TR89.5K shares-2.59%2026-03-312026-05-11

BIL SPDR SERIES TRUST66.4K shares6.26%2026-03-312026-05-11

IEMG ISHARES INC86.2K shares-4.34%2026-03-312026-05-11

BNDX VANGUARD CHARLOTTE FDS122.8K shares216.33%2026-03-312026-05-11

DFAI DIMENSIONAL ETF TRUST149.9K shares120.86%2026-03-312026-05-11

NFLX NETFLIX INC.59.7K shares66.01%2026-03-312026-05-11

HYMB SPDR SERIES TRUST226.3K shares114.64%2026-03-312026-05-11

SCHB SCHWAB STRATEGIC TR222.7K shares-2.09%2026-03-312026-05-11

Sponsored

PM PHILIP MORRIS INTL INC33.2K shares25.32%2026-03-312026-05-11

GE AEROSPACE GE AEROSPACE19.2K shares29.35%2026-03-312026-05-11

CSCO CISCO SYS INC69.8K shares32.14%2026-03-312026-05-11

LMUB ISHARES TR106.9K sharesnew addition2026-03-312026-05-11

AVEM AMERICAN CENTY ETF TR65.9K shares13.12%2026-03-312026-05-11

TJX TJX COS INC NEW32.9K shares14.51%2026-03-312026-05-11

TFI SPDR SERIES TRUST114.0K shares70.30%2026-03-312026-05-11

IWF ISHARES TR12.0K shares29.65%2026-03-312026-05-11

Sponsored

DBEF DBX ETF TR101.7K shares-74.93%2026-03-312026-05-11

AMD ADVANCED MICRO DEVICES INC24.4K shares49.66%2026-03-312026-05-11

JMST J P MORGAN EXCHANGE TRADED F95.6K shares2.80%2026-03-312026-05-11

IVOO VANGUARD ADMIRAL FDS INC42.0K shares0.24%2026-03-312026-05-11

BIV VANGUARD BD INDEX FDS62.0K shares121.52%2026-03-312026-05-11

EMXC ISHARES INC60.9K shares3.27%2026-03-312026-05-11

VCSH VANGUARD SCOTTSDALE FDS59.6K shares4.59%2026-03-312026-05-11

LMT LOCKHEED MARTIN CORP7.8K shares1.85%2026-03-312026-05-11

Sponsored

IVW ISHARES TR41.5K shares22.60%2026-03-312026-05-11

DFSD DIMENSIONAL ETF TRUST97.6K shares200.53%2026-03-312026-05-11

SPYG SPDR SERIES TRUST47.4K shares9.99%2026-03-312026-05-11

DFAS DIMENSIONAL ETF TRUST65.2K shares21.08%2026-03-312026-05-11

BAC BANK AMERICA CORP94.8K shares68.29%2026-03-312026-05-11

PB PROSPERITY BANCSHARES INC68.7K shares-0.03%2026-03-312026-05-11

PEP PEPSICO INC29.4K shares5.09%2026-03-312026-05-11

VTIP VANGUARD MALVERN FDS91.3K shares230.54%2026-03-312026-05-11

Sponsored

EATON CORP PLC EATON CORP PLC12.7K shares7.45%2026-03-312026-05-11

BND VANGUARD BD INDEX FDS61.9K shares35.73%2026-03-312026-05-11

ACIO ETF SER SOLUTIONS107.8K shares-50.38%2026-03-312026-05-11

KO COCA COLA CO59.2K shares23.83%2026-03-312026-05-11

VCRB VANGUARD MALVERN FDS58.1K shares63.99%2026-03-312026-05-11

T AT&T INC153.5K shares5.60%2026-03-312026-05-11

VXUS VANGUARD STAR FDS57.6K shares101.03%2026-03-312026-05-11

IQLT ISHARES TR95.2K shares10.01%2026-03-312026-05-11

Sponsored

IWV ISHARES TR11.9K shares-5.73%2026-03-312026-05-11

NEE NEXTERA ENERGY INC47.0K shares25.89%2026-03-312026-05-11

VYM VANGUARD WHITEHALL FDS29.0K shares32.43%2026-03-312026-05-11

ALLW SSGA ACTIVE TR147.8K sharesnew addition2026-03-312026-05-11

IVAL EA SERIES TRUST122.5K sharesnew addition2026-03-312026-05-11

ICVT ISHARES TR40.1K shares174.11%2026-03-312026-05-11

VTEB VANGUARD MUN BD FDS80.1K shares20.45%2026-03-312026-05-11

JPIE J P MORGAN EXCHANGE TRADED F84.0K shares-22.25%2026-03-312026-05-11

Sponsored

ABT ABBOTT LABORATORIES37.6K shares24.68%2026-03-312026-05-11

FBND FIDELITY MERRIMACK STR TR83.4K shares-15.02%2026-03-312026-05-11

BMY BRISTOL-MYERS SQUIBB CO62.5K shares9.37%2026-03-312026-05-11

GEV GE VERNOVA INC4.3K shares20.21%2026-03-312026-05-11

DFAU DIMENSIONAL ETF TRUST82.2K shares22.20%2026-03-312026-05-11

ONEY SPDR SERIES TRUST30.7K shares13.19%2026-03-312026-05-11

VGSH VANGUARD SCOTTSDALE FDS62.6K shares78.98%2026-03-312026-05-11

VO VANGUARD INDEX FDS12.7K shares23.47%2026-03-312026-05-11

Sponsored

MERCK & CO INC MERCK & CO INC30.1K shares17.77%2026-03-312026-05-11

FYLD CAMBRIA ETF TR96.5K shares6.82%2026-03-312026-05-11

XLP SELECT SECTOR SPDR TR43.5K shares3.04%2026-03-312026-05-11

SCHW SCHWAB CHARLES CORP37.7K shares14.85%2026-03-312026-05-11

ITOT ISHARES TR24.9K shares55.99%2026-03-312026-05-11

MGK VANGUARD WORLD FD9.6K shares37.62%2026-03-312026-05-11

LINDE PLC LINDE PLC7.1K shares27.88%2026-03-312026-05-11

HYZD WISDOMTREE TR160.5K shares12.22%2026-03-312026-05-11

Sponsored

PANW PALO ALTO NETWORKS INC21.9K shares20.66%2026-03-312026-05-11

COP CONOCOPHILLIPS26.1K shares7.70%2026-03-312026-05-11

SLV ISHARES SILVER TR50.2K shares-16.51%2026-03-312026-05-11

VBIL VANGUARD INSTL INDEX FD45.2K shares30.36%2026-03-312026-05-11

SCHM SCHWAB STRATEGIC TR109.1K shares190.81%2026-03-312026-05-11

QCOM QUALCOMM INC25.9K shares35.34%2026-03-312026-05-11

AVDE AMERICAN CENTY ETF TR39.2K shares185.80%2026-03-312026-05-11

IEI ISHARES TR27.4K shares2.10%2026-03-312026-05-11

Sponsored

WFC WELLS FARGO & CO40.6K shares41.56%2026-03-312026-05-11

TSM TAIWAN SEMICONDUCTOR MANUFAC9.6K shares22.16%2026-03-312026-05-11

LQDH ISHARES U S ETF TR34.8K shares10.77%2026-03-312026-05-11

SHYG ISHARES TR75.4K shares269.88%2026-03-312026-05-11

AMAT APPLIED MATLS INC9.3K shares55.51%2026-03-312026-05-11

APH AMPHENOL CORP24.8K shares40.08%2026-03-312026-05-11

DFAE DIMENSIONAL ETF TRUST92.5K shares74.96%2026-03-312026-05-11

SCHP SCHWAB STRATEGIC TR117.4K shares-5.18%2026-03-312026-05-11

Sponsored

LOW LOWES COS INC13.0K shares5.33%2026-03-312026-05-11

URNM SPROTT FDS TR48.3K shares2.35%2026-03-312026-05-11

SPDW SPDR INDEX SHS FDS66.8K shares0.39%2026-03-312026-05-11

DIVO AMPLIFY ETF TR67.8K shares23.40%2026-03-312026-05-11

FNDX SCHWAB STRATEGIC TR108.9K shares0.98%2026-03-312026-05-11

SDY SPDR SERIES TRUST20.2K shares6.13%2026-03-312026-05-11

IMTM ISHARES TR61.0K shares-4.52%2026-03-312026-05-11

FDVV FIDELITY COVINGTON TRUST52.9K shares4.83%2026-03-312026-05-11

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP8.5K shares18.98%2026-03-312026-05-11

SYLD CAMBRIA ETF TR38.2K sharesnew addition2026-03-312026-05-11

LVHI LEGG MASON ETF INVT71.0K shares0.30%2026-03-312026-05-11

MS MORGAN STANLEY17.5K shares27.04%2026-03-312026-05-11

AVDV AMERICAN CENTY ETF TR28.5K shares23.11%2026-03-312026-05-11

VIG VANGUARD SPECIALIZED FUNDS13.2K shares4.22%2026-03-312026-05-11

ORCL ORACLE CORP19.3K shares18.97%2026-03-312026-05-11

HEFA ISHARES TR66.4K shares8.87%2026-03-312026-05-11

Sponsored

INTU INTUIT6.5K shares37.54%2026-03-312026-05-11

BLACKROCK INC BLACKROCK INC2.9K shares6.47%2026-03-312026-05-11

QMOM EA SERIES TRUST40.8K sharesnew addition2026-03-312026-05-11

AVUS AMERICAN CENTY ETF TR25.0K shares53.31%2026-03-312026-05-11

AMGN AMGEN INC7.9K shares-14.36%2026-03-312026-05-11

IEV ISHARES TR40.7K shares1.49%2026-03-312026-05-11

GSEW GOLDMAN SACHS ETF TR32.6K shares0.21%2026-03-312026-05-11

DFAX DIMENSIONAL ETF TRUST81.2K shares47.01%2026-03-312026-05-11

Sponsored

UBER UBER TECHNOLOGIES INC38.0K shares43.13%2026-03-312026-05-11

EUAD SPINNAKER ETF SERIES67.0K shares2.74%2026-03-312026-05-11

DFSV DIMENSIONAL ETF TRUST76.0K shares128.63%2026-03-312026-05-11

SETM SPROTT FDS TR80.2K sharesnew addition2026-03-312026-05-11

QQQM INVESCO EXCH TRADED FD TR II11.2K shares-2.91%2026-03-312026-05-11

TXN TEXAS INSTRS INC13.5K shares36.73%2026-03-312026-05-11

DE DEERE & CO4.6K shares36.94%2026-03-312026-05-11

IVE ISHARES TR12.4K shares90.89%2026-03-312026-05-11

Sponsored

IAUM ISHARES GOLD TR55.8K sharesnew addition2026-03-312026-05-11

USMV ISHARES TR28.0K shares-6.17%2026-03-312026-05-11

LAM RESEARCH CORP LAM RESEARCH CORP11.9K shares30.99%2026-03-312026-05-11

SNDK SANDISK CORP4.0K shares-42.34%2026-03-312026-05-11

CRM SALESFORCE INC13.6K shares25.31%2026-03-312026-05-11

SLYV SPDR SERIES TRUST26.6K shares318.89%2026-03-312026-05-11

DIS DISNEY WALT CO26.1K shares27.10%2026-03-312026-05-11

ITAN EA SERIES TRUST69.7K sharesnew addition2026-03-312026-05-11

Sponsored

FNDF SCHWAB STRATEGIC TR51.1K shares-13.88%2026-03-312026-05-11

IWM ISHARES TR10.1K shares21.88%2026-03-312026-05-11

MOAT VANECK ETF TRUST25.8K shares6.19%2026-03-312026-05-11

CITIGROUP INC CITIGROUP INC21.9K shares27.83%2026-03-312026-05-11

IQDG WISDOMTREE TR61.8K sharesnew addition2026-03-312026-05-11

WM WASTE MGMT INC DEL10.8K shares13.01%2026-03-312026-05-11

AXP AMERICAN EXPRESS CO8.1K shares9.88%2026-03-312026-05-11

SCHA SCHWAB STRATEGIC TR84.5K shares2.51%2026-03-312026-05-11

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NEM NEWMONT CORP22.6K shares5.54%2026-03-312026-05-11

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EMB ISHARES TR25.9K shares-49.67%2026-03-312026-05-11

XMMO INVESCO EXCHANGE TRADED FD T16.6K shares-0.82%2026-03-312026-05-11

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ANGL VANECK ETF TRUST83.5K shares15.12%2026-03-312026-05-11

PYLD PIMCO ETF TR90.5K shares11.72%2026-03-312026-05-11

IDEV ISHARES TR28.3K shares26.64%2026-03-312026-05-11

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VSS VANGUARD INTL EQUITY INDEX F16.2K shares389.63%2026-03-312026-05-11

UNP UNION PAC CORP9.5K shares8.70%2026-03-312026-05-11

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KR KROGER CO31.3K shares1.21%2026-03-312026-05-11

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FCX FREEPORT MCMORAN INC38.0K shares2.23%2026-03-312026-05-11

SHY ISHARES TR27.0K shares56.33%2026-03-312026-05-11

CMF ISHARES TR38.9K shares13.82%2026-03-312026-05-11

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VBR VANGUARD INDEX FDS10.2K shares64.44%2026-03-312026-05-11

PGR PROGRESSIVE CORP11.1K shares-12.52%2026-03-312026-05-11

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PLD PROLOGIS INC.16.4K shares-26.69%2026-03-312026-05-11

MO ALTRIA GROUP INC32.8K shares-13.43%2026-03-312026-05-11

BINC BLACKROCK ETF TRUST II41.4K shares80.24%2026-03-312026-05-11

HON HONEYWELL INTL INC9.5K shares7.83%2026-03-312026-05-11

KLAC KLA CORP1.4K shares85.19%2026-03-312026-05-11

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SBUX STARBUCKS CORP23.8K shares98.81%2026-03-312026-05-11

MEDTRONIC PLC MEDTRONIC PLC24.6K shares-17.55%2026-03-312026-05-11

KMI KINDER MORGAN INC DEL62.9K shares20.33%2026-03-312026-05-11

UPS UNITED PARCEL SVCS INC21.1K shares17.73%2026-03-312026-05-11

SPGI S&P GLOBAL INC4.8K shares28.89%2026-03-312026-05-11

EMR EMERSON ELEC CO15.5K shares7.28%2026-03-312026-05-11

AMRZ AMRIZE LTD36.2K shares-0.14%2026-03-312026-05-11

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BSX BOSTON SCIENTIFIC CORP32.0K shares43.18%2026-03-312026-05-11

SLYG SPDR SERIES TRUST20.7K sharesnew addition2026-03-312026-05-11

FTEC FIDELITY COVINGTON TRUST9.6K shares-8.17%2026-03-312026-05-11

LQD ISHARES TR18.2K shares8.34%2026-03-312026-05-11

JPLD J P MORGAN EXCHANGE TRADED F37.9K shares12.88%2026-03-312026-05-11

OSCV ETF SER SOLUTIONS49.7K shares-69.16%2026-03-312026-05-11

RDVY FIRST TR EXCHANGE TRADED FD28.7K shares4.50%2026-03-312026-05-11

SYK STRYKER CORPORATION5.9K shares5.45%2026-03-312026-05-11

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VEU VANGUARD INTL EQUITY INDEX F25.8K shares19.85%2026-03-312026-05-11

COWG PACER FDS TR57.4K shares17.19%2026-03-312026-05-11

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW14.8K shares26.14%2026-03-312026-05-11

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VIGI VANGUARD WHITEHALL FDS21.0K shares0.47%2026-03-312026-05-11

VOE VANGUARD INDEX FDS10.0K shares53.29%2026-03-312026-05-11

VFMV VANGUARD WELLINGTON FD13.8K sharesnew addition2026-03-312026-05-11

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ADP AUTOMATIC DATA PROCESSING IN9.1K shares20.04%2026-03-312026-05-11

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UNH UNITEDHEALTH GROUP INC6.8K shares3.13%2026-03-312026-05-11

FENI FIDELITY COVINGTON TRUST49.0K shares-11.52%2026-03-312026-05-11

HYD VANECK ETF TRUST36.3K shares801.47%2026-03-312026-05-11

FELC FIDELITY COVINGTON TRUST49.9K shares16.55%2026-03-312026-05-11

PFE PFIZER INC64.3K shares21.00%2026-03-312026-05-11

DRSK ETF SER SOLUTIONS66.1K shares-61.70%2026-03-312026-05-11

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DFEM DIMENSIONAL ETF TRUST52.2K shares7.45%2026-03-312026-05-11

CEG CONSTELLATION ENERGY CORP6.4K shares15.72%2026-03-312026-05-11

WMB WILLIAMS COS INC24.4K shares62.30%2026-03-312026-05-11

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SCCO SOUTHERN COPPER CORP10.2K shares1.68%2026-03-312026-05-11

NVS NOVARTIS AG11.4K shares-1.13%2026-03-312026-05-11

FLN FIRST TR EXCH TRD ALPHDX FD67.3K sharesnew addition2026-03-312026-05-11

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BITWISE 10 CRYPTO INDEX ETF BITWISE 10 CRYPTO INDEX ETF38.4K sharesnew addition2026-03-312026-05-11

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VLO VALERO ENERGY CORP6.9K shares18.36%2026-03-312026-05-11

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REGN REGENERON PHARMACEUTICALS2.2K shares-0.95%2026-03-312026-05-11

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COMSTOCK INC COMSTOCK INC512.6K shares9.61%2026-03-312026-05-11

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HYG ISHARES TR16.2K shares301.81%2026-03-312026-05-11

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KMT KENNAMETAL INC35.1K shares0.03%2026-03-312026-05-11

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CRWD CROWDSTRIKE HLDGS INC3.1K shares23.92%2026-03-312026-05-11

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SHV ISHARES TR10.8K shares-11.00%2026-03-312026-05-11

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BITB BITWISE BITCOIN ETF TR32.0K shares87.66%2026-03-312026-05-11

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FTNT FORTINET INC10.3K shares65.77%2026-03-312026-05-11

JAAA JANUS DETROIT STR TR16.5K shares-9.46%2026-03-312026-05-11

EEM ISHARES TR14.5K shares33.91%2026-03-312026-05-11

Sponsored

VTES VANGUARD WELLINGTON FD8.1K shares2.60%2026-03-312026-05-11

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II11.2K shares6.96%2026-03-312026-05-11

VRTX VERTEX PHARMACEUTICALS INC1.8K shares3.47%2026-03-312026-05-11

RDIV INVESCO EXCH TRADED FD TR II14.6K shares7.40%2026-03-312026-05-11

FAUG FIRST TR EXCHNG TRADED FD VI15.7K shares0.00%2026-03-312026-05-11

ESGD ISHARES TR8.5K shares-42.65%2026-03-312026-05-11

DHR DANAHER CORP DEL4.3K shares24.73%2026-03-312026-05-11

VTC VANGUARD SCOTTSDALE FDS10.5K shares8.80%2026-03-312026-05-11

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN5.1K shares-0.59%2026-03-312026-05-11

BSCQ INVESCO EXCH TRD SLF IDX FD41.0K shares62.63%2026-03-312026-05-11

JOET VIRTUS ETF TR II20.0K sharesnew addition2026-03-312026-05-11

GRNY TIDAL TRUST I33.5K sharesnew addition2026-03-312026-05-11

IBTG ISHARES TR34.8K shares15.50%2026-03-312026-05-11

F FORD MTR CO69.0K shares43.96%2026-03-312026-05-11

AIRR FIRST TR EXCHANGE TRADED FD7.1K shares132.17%2026-03-312026-05-11

FQAL FIDELITY COVINGTON TRUST10.9K shares0.33%2026-03-312026-05-11

Sponsored

AJG GALLAGHER ARTHUR J & CO3.6K shares159.20%2026-03-312026-05-11

SHW SHERWIN WILLIAMS CO2.5K shares22.81%2026-03-312026-05-11

DGRW WISDOMTREE TR8.9K shares21.57%2026-03-312026-05-11

CLM CORNERSTONE STRATEGIC INVEST107.5K shares-1.17%2026-03-312026-05-11

VANGUARD INDEX FDS

22.10%

Shares398.1K

Event2026-03-31

Filed2026-05-11

IUSB

ISHARES TR

17.73%

Shares3.3M

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

9.00%

Shares771.9K

Event2026-03-31

Filed2026-05-11

IVLU

ISHARES TR

54.67%

Shares2.2M

Event2026-03-31

Filed2026-05-11

SCHG

SCHWAB STRATEGIC TR

20.75%

Shares2.9M

Event2026-03-31

Filed2026-05-11

IVV

ISHARES TR

-3.37%

Shares124.3K

Event2026-03-31

Filed2026-05-11

JQUA

J P MORGAN EXCHANGE TRADED F

-2.55%

Shares1.3M

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

25.39%

Shares308.0K

Event2026-03-31

Filed2026-05-11

AGG

ISHARES TR

17.01%

Shares675.7K

Event2026-03-31

Filed2026-05-11

EFG

ISHARES TR

160.40%

Shares464.3K

Event2026-03-31

Filed2026-05-11

SPEM

SPDR INDEX SHS FDS

35.11%

Shares1.0M

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

18.01%

Shares131.6K

Event2026-03-31

Filed2026-05-11

FFIU

SPINNAKER ETF SERIES

1.63%

Shares2.2M

Event2026-03-31

Filed2026-05-11

VTV

VANGUARD INDEX FDS

-12.59%

Shares246.9K

Event2026-03-31

Filed2026-05-11

MUB

ISHARES TR

39.79%

Shares380.9K

Event2026-03-31

Filed2026-05-11

DFAC

DIMENSIONAL ETF TRUST

43.01%

Shares957.8K

Event2026-03-31

Filed2026-05-11

AVUV

AMERICAN CENTY ETF TR

1720.21%

Shares330.8K

Event2026-03-31

Filed2026-05-11

XLK

SELECT SECTOR SPDR TR

18.43%

Shares274.9K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

22.07%

Shares169.1K

Event2026-03-31

Filed2026-05-11

BSV

VANGUARD BD INDEX FDS

11.19%

Shares440.8K

Event2026-03-31

Filed2026-05-11

VEA

VANGUARD TAX-MANAGED FDS

-6.30%

Shares532.2K

Event2026-03-31

Filed2026-05-11

BUSE

FIRST BUSEY CORP

960.09%

Shares1.3M

Event2026-03-31

Filed2026-05-11

ALPHABET INC

16.32%

Shares98.6K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

15.46%

Shares97.1K

Event2026-03-31

Filed2026-05-11

MTUM

ISHARES TR

16.87%

Shares116.0K

Event2026-03-31

Filed2026-05-11

VTI

VANGUARD INDEX FDS

81.08%

Shares86.6K

Event2026-03-31

Filed2026-05-11

IAGG

ISHARES TR

83.19%

Shares545.8K

Event2026-03-31

Filed2026-05-11

PROCTER & GAMBLE CO

22.83%

Shares188.0K

Event2026-03-31

Filed2026-05-11

VUG

VANGUARD INDEX FDS

8.53%

Shares54.7K

Event2026-03-31

Filed2026-05-11

TBIL

RBB FD INC

5355.32%

Shares472.8K

Event2026-03-31

Filed2026-05-11

ASTS

AST SPACEMOBILE INC

New

Shares270.9K

Event2026-03-31

Filed2026-05-11

VMBS

VANGUARD SCOTTSDALE FDS

-2.06%

Shares460.8K

Event2026-03-31

Filed2026-05-11

BROADCOM INC

12.02%

Shares69.7K

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY INC DEL

18.49%

Shares44.0K

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TR

-1.84%

Shares36.0K

Event2026-03-31

Filed2026-05-11

ISHARES GOLD TR

-26.93%

Shares234.3K

Event2026-03-31

Filed2026-05-11

TLH

ISHARES TR

-22.37%

Shares202.6K

Event2026-03-31

Filed2026-05-11

SCHF

SCHWAB STRATEGIC TR

280.56%

Shares810.5K

Event2026-03-31

Filed2026-05-11

EFA

ISHARES TR

393.75%

Shares206.1K

Event2026-03-31

Filed2026-05-11

SPY

STATE STR SPDR S&P 500 ETF T

-4.83%

Shares30.2K

Event2026-03-31

Filed2026-05-11

VGT

VANGUARD WORLD FD

14.08%

Shares26.3K

Event2026-03-31

Filed2026-05-11

SCHD

SCHWAB STRATEGIC TR

41.83%

Shares582.1K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

22.36%

Shares60.1K

Event2026-03-31

Filed2026-05-11

HYDB

ISHARES TR

71.26%

Shares373.8K

Event2026-03-31

Filed2026-05-11

META

META PLATFORMS INC

24.31%

Shares30.1K

Event2026-03-31

Filed2026-05-11

INVESCO EXCHANGE TRADED FD T

170.52%

Shares88.0K

Event2026-03-31

Filed2026-05-11

LLY

ELI LILLY & CO

12.52%

Shares18.1K

Event2026-03-31

Filed2026-05-11

IEFA

ISHARES TR

26.27%

Shares180.3K

Event2026-03-31

Filed2026-05-11

DUHP

DIMENSIONAL ETF TRUST

21.68%

Shares435.7K

Event2026-03-31

Filed2026-05-11

TSLA

TESLA INC

27.21%

Shares42.9K

Event2026-03-31

Filed2026-05-11

XOM

EXXON MOBIL CORP

7.47%

Shares93.5K

Event2026-03-31

Filed2026-05-11

ETFS GOLD TR

-24.19%

Shares348.8K

Event2026-03-31

Filed2026-05-11

DFUV

DIMENSIONAL ETF TRUST

7.90%

Shares320.2K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

7.03%

Shares56.3K

Event2026-03-31

Filed2026-05-11

VWO

VANGUARD INTL EQUITY INDEX F

-2.12%

Shares264.5K

Event2026-03-31

Filed2026-05-11

SCHX

SCHWAB STRATEGIC TR

6.24%

Shares551.2K

Event2026-03-31

Filed2026-05-11

XCEM

COLUMBIA ETF TR II

-13.35%

Shares339.1K

Event2026-03-31

Filed2026-05-11

WMT

WALMART INC

29.61%

Shares109.7K

Event2026-03-31

Filed2026-05-11

DFIV

DIMENSIONAL ETF TRUST

-1.28%

Shares243.7K

Event2026-03-31

Filed2026-05-11

COST

COSTCO WHOLESALE CORPORATION

30.30%

Shares12.2K

Event2026-03-31

Filed2026-05-11

SPYM

SPDR SERIES TRUST

3.02%

Shares152.2K

Event2026-03-31

Filed2026-05-11

JBND

J P MORGAN EXCHANGE TRADED F

2.38%

Shares215.5K

Event2026-03-31

Filed2026-05-11

DMBS

DOUBLELINE ETF TRUST

10.15%

Shares231.8K

Event2026-03-31

Filed2026-05-11

SGOV

ISHARES TR

530.85%

Shares111.9K

Event2026-03-31

Filed2026-05-11

IJH

ISHARES TR

4.19%

Shares158.8K

Event2026-03-31

Filed2026-05-11

CVX

CHEVRON CORPORATION

20.02%

Shares50.8K

Event2026-03-31

Filed2026-05-11

ZAP

GLOBAL X FDS

8.39%

Shares325.1K

Event2026-03-31

Filed2026-05-11

DFUS

DIMENSIONAL ETF TRUST

54.94%

Shares147.0K

Event2026-03-31

Filed2026-05-11

DFIC

DIMENSIONAL ETF TRUST

-1.46%

Shares292.9K

Event2026-03-31

Filed2026-05-11

JNJ

JOHNSON & JOHNSON

30.25%

Shares42.4K

Event2026-03-31

Filed2026-05-11

MICRON TECHNOLOGY INC

32.94%

Shares30.3K

Event2026-03-31

Filed2026-05-11

GLD

SPDR GOLD TR

27.57%

Shares23.5K

Event2026-03-31

Filed2026-05-11

VISA INC

14.66%

Shares33.2K

Event2026-03-31

Filed2026-05-11

IBIT

ISHARES BITCOIN TRUST ETF

35.16%

Shares259.8K

Event2026-03-31

Filed2026-05-11

ABBV

ABBVIE INC

21.85%

Shares44.6K

Event2026-03-31

Filed2026-05-11

VONG

VANGUARD SCOTTSDALE FDS

4239.23%

Shares88.3K

Event2026-03-31

Filed2026-05-11

DFCF

DIMENSIONAL ETF TRUST

133.95%

Shares223.2K

Event2026-03-31

Filed2026-05-11

BCI

ABRDN ETFS

New

Shares372.1K

Event2026-03-31

Filed2026-05-11

DFCA

DIMENSIONAL ETF TRUST

7.26%

Shares177.3K

Event2026-03-31

Filed2026-05-11

SUB

ISHARES TR

10.09%

Shares81.6K

Event2026-03-31

Filed2026-05-11

IXUS

ISHARES TR

-12.35%

Shares100.3K

Event2026-03-31

Filed2026-05-11

SCHR

SCHWAB STRATEGIC TR

108.81%

Shares348.6K

Event2026-03-31

Filed2026-05-11

CAT

CATERPILLAR INC

33.08%

Shares11.9K

Event2026-03-31

Filed2026-05-11

MASTERCARD INCORPORATED

24.34%

Shares16.8K

Event2026-03-31

Filed2026-05-11

SPYV

SPDR SERIES TRUST

2.54%

Shares138.5K

Event2026-03-31

Filed2026-05-11

AVSC

AMERICAN CENTY ETF TR

10.19%

Shares125.4K

Event2026-03-31

Filed2026-05-11

HOME DEPOT INC

21.78%

Shares23.7K

Event2026-03-31

Filed2026-05-11

IWD

ISHARES TR

-2.72%

Shares35.3K

Event2026-03-31

Filed2026-05-11

DIHP

DIMENSIONAL ETF TRUST

18.65%

Shares232.3K

Event2026-03-31

Filed2026-05-11

XLV

SELECT SECTOR SPDR TR

-5.84%

Shares50.4K

Event2026-03-31

Filed2026-05-11

SHLD

GLOBAL X FDS

New

Shares101.6K

Event2026-03-31

Filed2026-05-11

MCD

MCDONALDS CORP

21.68%

Shares22.6K

Event2026-03-31

Filed2026-05-11

SCHV

SCHWAB STRATEGIC TR

-6.78%

Shares228.1K

Event2026-03-31

Filed2026-05-11

XLY

SELECT SECTOR SPDR TR

-8.72%

Shares62.8K

Event2026-03-31

Filed2026-05-11

OEF

ISHARES TR

-59.37%

Shares21.0K

Event2026-03-31

Filed2026-05-11

PLTR

PALANTIR TECHNOLOGIES INC

48.50%

Shares45.4K

Event2026-03-31

Filed2026-05-11

SPHQ

INVESCO EXCHANGE TRADED FD T

-3.17%

Shares87.7K

Event2026-03-31

Filed2026-05-11

GOLDMAN SACHS GROUP INC

45.70%

Shares7.7K

Event2026-03-31

Filed2026-05-11

RTX

RTX CORPORATION

31.55%

Shares33.6K

Event2026-03-31

Filed2026-05-11

IBM

INTERNATIONAL BUSINESS MACHS

22.10%

Shares26.0K

Event2026-03-31

Filed2026-05-11

QUAL

ISHARES TR

19.44%

Shares32.7K

Event2026-03-31

Filed2026-05-11

VERIZON COMMUNICATIONS INC

11.42%

Shares124.6K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

86.69%

Shares20.7K

Event2026-03-31

Filed2026-05-11

IJR

ISHARES TR

-1.48%

Shares49.6K

Event2026-03-31

Filed2026-05-11

ISHARES TR

-2.59%

Shares89.5K

Event2026-03-31

Filed2026-05-11

BIL

SPDR SERIES TRUST

6.26%

Shares66.4K

Event2026-03-31

Filed2026-05-11

IEMG

ISHARES INC

-4.34%

Shares86.2K

Event2026-03-31

Filed2026-05-11

BNDX

VANGUARD CHARLOTTE FDS

216.33%

Shares122.8K

Event2026-03-31

Filed2026-05-11

DFAI

DIMENSIONAL ETF TRUST

120.86%

Shares149.9K

Event2026-03-31

Filed2026-05-11

NFLX

NETFLIX INC.

66.01%

Shares59.7K

Event2026-03-31

Filed2026-05-11

HYMB

SPDR SERIES TRUST

114.64%

Shares226.3K

Event2026-03-31

Filed2026-05-11

SCHB

SCHWAB STRATEGIC TR

-2.09%

Shares222.7K

Event2026-03-31

Filed2026-05-11

PHILIP MORRIS INTL INC

25.32%

Shares33.2K

Event2026-03-31

Filed2026-05-11

GE AEROSPACE

29.35%

Shares19.2K

Event2026-03-31

Filed2026-05-11

CSCO

CISCO SYS INC

32.14%

Shares69.8K

Event2026-03-31

Filed2026-05-11

LMUB

ISHARES TR

New

Shares106.9K

Event2026-03-31

Filed2026-05-11

AVEM

AMERICAN CENTY ETF TR

13.12%

Shares65.9K

Event2026-03-31

Filed2026-05-11

TJX

TJX COS INC NEW

14.51%

Shares32.9K

Event2026-03-31

Filed2026-05-11

TFI

SPDR SERIES TRUST

70.30%

Shares114.0K

Event2026-03-31

Filed2026-05-11

IWF

ISHARES TR

29.65%

Shares12.0K

Event2026-03-31

Filed2026-05-11

DBEF

DBX ETF TR

-74.93%

Shares101.7K

Event2026-03-31

Filed2026-05-11

AMD

ADVANCED MICRO DEVICES INC

49.66%

Shares24.4K

Event2026-03-31

Filed2026-05-11

JMST

J P MORGAN EXCHANGE TRADED F

2.80%

Shares95.6K

Event2026-03-31

Filed2026-05-11

IVOO

VANGUARD ADMIRAL FDS INC

0.24%

Shares42.0K

Event2026-03-31

Filed2026-05-11

BIV

VANGUARD BD INDEX FDS

121.52%

Shares62.0K

Event2026-03-31

Filed2026-05-11

EMXC

ISHARES INC

3.27%

Shares60.9K

Event2026-03-31

Filed2026-05-11

VCSH

VANGUARD SCOTTSDALE FDS

4.59%

Shares59.6K

Event2026-03-31

Filed2026-05-11

LMT

LOCKHEED MARTIN CORP

1.85%

Shares7.8K

Event2026-03-31

Filed2026-05-11

IVW

ISHARES TR

22.60%

Shares41.5K

Event2026-03-31

Filed2026-05-11

DFSD

DIMENSIONAL ETF TRUST

200.53%

Shares97.6K

Event2026-03-31

Filed2026-05-11

SPYG

SPDR SERIES TRUST

9.99%

Shares47.4K

Event2026-03-31

Filed2026-05-11

DFAS

DIMENSIONAL ETF TRUST

21.08%

Shares65.2K

Event2026-03-31

Filed2026-05-11

BAC

BANK AMERICA CORP

68.29%

Shares94.8K

Event2026-03-31

Filed2026-05-11

PROSPERITY BANCSHARES INC

-0.03%

Shares68.7K

Event2026-03-31

Filed2026-05-11

PEP

PEPSICO INC

5.09%

Shares29.4K

Event2026-03-31

Filed2026-05-11

VTIP

VANGUARD MALVERN FDS

230.54%

Shares91.3K

Event2026-03-31

Filed2026-05-11

EATON CORP PLC

7.45%

Shares12.7K

Event2026-03-31

Filed2026-05-11

BND

VANGUARD BD INDEX FDS

35.73%

Shares61.9K

Event2026-03-31

Filed2026-05-11

ACIO

ETF SER SOLUTIONS

-50.38%

Shares107.8K

Event2026-03-31

Filed2026-05-11

COCA COLA CO

23.83%

Shares59.2K

Event2026-03-31

Filed2026-05-11

VCRB

VANGUARD MALVERN FDS

63.99%

Shares58.1K

Event2026-03-31

Filed2026-05-11

AT&T INC

5.60%

Shares153.5K

Event2026-03-31

Filed2026-05-11

VXUS

VANGUARD STAR FDS

101.03%

Shares57.6K

Event2026-03-31

Filed2026-05-11

IQLT

ISHARES TR

10.01%

Shares95.2K

Event2026-03-31

Filed2026-05-11

IWV

ISHARES TR

-5.73%

Shares11.9K

Event2026-03-31

Filed2026-05-11

NEE

NEXTERA ENERGY INC

25.89%

Shares47.0K

Event2026-03-31

Filed2026-05-11

VYM

VANGUARD WHITEHALL FDS

32.43%

Shares29.0K

Event2026-03-31

Filed2026-05-11

ALLW

SSGA ACTIVE TR

New

Shares147.8K

Event2026-03-31

Filed2026-05-11

IVAL

EA SERIES TRUST

New

Shares122.5K

Event2026-03-31

Filed2026-05-11

ICVT

ISHARES TR

174.11%

Shares40.1K

Event2026-03-31

Filed2026-05-11

VTEB

VANGUARD MUN BD FDS

20.45%

Shares80.1K

Event2026-03-31

Filed2026-05-11

JPIE

J P MORGAN EXCHANGE TRADED F

-22.25%

Shares84.0K

Event2026-03-31

Filed2026-05-11

ABT

ABBOTT LABORATORIES

24.68%

Shares37.6K

Event2026-03-31

Filed2026-05-11

FBND

FIDELITY MERRIMACK STR TR

-15.02%

Shares83.4K

Event2026-03-31

Filed2026-05-11

BMY

BRISTOL-MYERS SQUIBB CO

9.37%

Shares62.5K

Event2026-03-31

Filed2026-05-11

GEV

GE VERNOVA INC

20.21%

Shares4.3K

Event2026-03-31

Filed2026-05-11

DFAU

DIMENSIONAL ETF TRUST

22.20%

Shares82.2K

Event2026-03-31

Filed2026-05-11

ONEY

SPDR SERIES TRUST

13.19%

Shares30.7K

Event2026-03-31

Filed2026-05-11

VGSH

VANGUARD SCOTTSDALE FDS

78.98%

Shares62.6K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

23.47%

Shares12.7K

Event2026-03-31

Filed2026-05-11

MERCK & CO INC

17.77%

Shares30.1K

Event2026-03-31

Filed2026-05-11

FYLD

CAMBRIA ETF TR

6.82%

Shares96.5K

Event2026-03-31

Filed2026-05-11

XLP

SELECT SECTOR SPDR TR

3.04%

Shares43.5K

Event2026-03-31

Filed2026-05-11

SCHW

SCHWAB CHARLES CORP

14.85%

Shares37.7K

Event2026-03-31

Filed2026-05-11

ITOT

ISHARES TR

55.99%

Shares24.9K

Event2026-03-31

Filed2026-05-11

MGK

VANGUARD WORLD FD

37.62%

Shares9.6K

Event2026-03-31

Filed2026-05-11

LINDE PLC

27.88%

Shares7.1K

Event2026-03-31

Filed2026-05-11

HYZD

WISDOMTREE TR

12.22%

Shares160.5K

Event2026-03-31

Filed2026-05-11

PANW

PALO ALTO NETWORKS INC

20.66%

Shares21.9K

Event2026-03-31

Filed2026-05-11

COP

CONOCOPHILLIPS

7.70%

Shares26.1K

Event2026-03-31

Filed2026-05-11

SLV

ISHARES SILVER TR

-16.51%

Shares50.2K

Event2026-03-31

Filed2026-05-11

VBIL

VANGUARD INSTL INDEX FD

30.36%

Shares45.2K

Event2026-03-31

Filed2026-05-11

SCHM

SCHWAB STRATEGIC TR

190.81%

Shares109.1K

Event2026-03-31

Filed2026-05-11

QCOM

QUALCOMM INC

35.34%

Shares25.9K

Event2026-03-31

Filed2026-05-11

AVDE

AMERICAN CENTY ETF TR

185.80%

Shares39.2K

Event2026-03-31

Filed2026-05-11

IEI

ISHARES TR

2.10%

Shares27.4K

Event2026-03-31

Filed2026-05-11

WFC

WELLS FARGO & CO

41.56%

Shares40.6K

Event2026-03-31

Filed2026-05-11

TSM

TAIWAN SEMICONDUCTOR MANUFAC

22.16%

Shares9.6K

Event2026-03-31

Filed2026-05-11

LQDH

ISHARES U S ETF TR

10.77%

Shares34.8K

Event2026-03-31

Filed2026-05-11

SHYG

ISHARES TR

269.88%

Shares75.4K

Event2026-03-31

Filed2026-05-11

AMAT

APPLIED MATLS INC

55.51%

Shares9.3K

Event2026-03-31

Filed2026-05-11

APH

AMPHENOL CORP

40.08%

Shares24.8K

Event2026-03-31

Filed2026-05-11

DFAE

DIMENSIONAL ETF TRUST

74.96%

Shares92.5K

Event2026-03-31

Filed2026-05-11

SCHP

SCHWAB STRATEGIC TR

-5.18%

Shares117.4K

Event2026-03-31

Filed2026-05-11

LOW

LOWES COS INC

5.33%

Shares13.0K

Event2026-03-31

Filed2026-05-11

URNM

SPROTT FDS TR

2.35%

Shares48.3K

Event2026-03-31

Filed2026-05-11

SPDW

SPDR INDEX SHS FDS

0.39%

Shares66.8K

Event2026-03-31

Filed2026-05-11

DIVO

AMPLIFY ETF TR

23.40%

Shares67.8K

Event2026-03-31

Filed2026-05-11

FNDX

SCHWAB STRATEGIC TR

0.98%

Shares108.9K

Event2026-03-31

Filed2026-05-11

SDY

SPDR SERIES TRUST

6.13%

Shares20.2K

Event2026-03-31

Filed2026-05-11

IMTM

ISHARES TR

-4.52%

Shares61.0K

Event2026-03-31

Filed2026-05-11

FDVV

FIDELITY COVINGTON TRUST

4.83%

Shares52.9K

Event2026-03-31

Filed2026-05-11

GENERAL DYNAMICS CORP

18.98%

Shares8.5K

Event2026-03-31

Filed2026-05-11

SYLD

CAMBRIA ETF TR

New

Shares38.2K

Event2026-03-31

Filed2026-05-11

LVHI

LEGG MASON ETF INVT

0.30%

Shares71.0K

Event2026-03-31

Filed2026-05-11

MORGAN STANLEY

27.04%

Shares17.5K

Event2026-03-31

Filed2026-05-11

AVDV

AMERICAN CENTY ETF TR

23.11%

Shares28.5K

Event2026-03-31

Filed2026-05-11

VIG

VANGUARD SPECIALIZED FUNDS

4.22%

Shares13.2K

Event2026-03-31

Filed2026-05-11

ORCL

ORACLE CORP

18.97%

Shares19.3K

Event2026-03-31

Filed2026-05-11

HEFA

ISHARES TR

8.87%

Shares66.4K

Event2026-03-31

Filed2026-05-11

INTU

INTUIT

37.54%

Shares6.5K

Event2026-03-31

Filed2026-05-11

BLACKROCK INC

6.47%

Shares2.9K

Event2026-03-31

Filed2026-05-11

QMOM

EA SERIES TRUST

New

Shares40.8K

Event2026-03-31

Filed2026-05-11

AVUS

AMERICAN CENTY ETF TR

53.31%

Shares25.0K

Event2026-03-31

Filed2026-05-11

AMGN

AMGEN INC

-14.36%

Shares7.9K

Event2026-03-31

Filed2026-05-11

IEV

ISHARES TR

1.49%

Shares40.7K

Event2026-03-31

Filed2026-05-11

GSEW

GOLDMAN SACHS ETF TR

0.21%

Shares32.6K

Event2026-03-31

Filed2026-05-11

DFAX

DIMENSIONAL ETF TRUST

47.01%

Shares81.2K

Event2026-03-31

Filed2026-05-11

UBER

UBER TECHNOLOGIES INC

43.13%

Shares38.0K

Event2026-03-31

Filed2026-05-11

EUAD

SPINNAKER ETF SERIES

2.74%

Shares67.0K

Event2026-03-31

Filed2026-05-11

DFSV

DIMENSIONAL ETF TRUST

128.63%

Shares76.0K

Event2026-03-31

Filed2026-05-11

SETM

SPROTT FDS TR

New

Shares80.2K

Event2026-03-31

Filed2026-05-11

QQQM

INVESCO EXCH TRADED FD TR II

-2.91%

Shares11.2K

Event2026-03-31

Filed2026-05-11

TXN

TEXAS INSTRS INC

36.73%

Shares13.5K

Event2026-03-31

Filed2026-05-11

DEERE & CO

36.94%

Shares4.6K

Event2026-03-31

Filed2026-05-11

IVE

ISHARES TR

90.89%

Shares12.4K

Event2026-03-31

Filed2026-05-11

IAUM

ISHARES GOLD TR

New

Shares55.8K

Event2026-03-31

Filed2026-05-11

USMV

ISHARES TR

-6.17%

Shares28.0K

Event2026-03-31

Filed2026-05-11

LAM RESEARCH CORP

30.99%

Shares11.9K

Event2026-03-31

Filed2026-05-11

SNDK

SANDISK CORP

-42.34%

Shares4.0K

Event2026-03-31

Filed2026-05-11

CRM

SALESFORCE INC

25.31%

Shares13.6K

Event2026-03-31

Filed2026-05-11

SLYV

SPDR SERIES TRUST

318.89%

Shares26.6K

Event2026-03-31

Filed2026-05-11

DIS

DISNEY WALT CO

27.10%

Shares26.1K

Event2026-03-31

Filed2026-05-11

ITAN

EA SERIES TRUST

New

Shares69.7K

Event2026-03-31

Filed2026-05-11

FNDF

SCHWAB STRATEGIC TR

-13.88%

Shares51.1K

Event2026-03-31

Filed2026-05-11

IWM

ISHARES TR

21.88%

Shares10.1K

Event2026-03-31

Filed2026-05-11

MOAT

VANECK ETF TRUST

6.19%

Shares25.8K

Event2026-03-31

Filed2026-05-11

CITIGROUP INC

27.83%

Shares21.9K

Event2026-03-31

Filed2026-05-11

IQDG

WISDOMTREE TR

New

Shares61.8K

Event2026-03-31

Filed2026-05-11

WASTE MGMT INC DEL

13.01%

Shares10.8K

Event2026-03-31

Filed2026-05-11

AXP

AMERICAN EXPRESS CO

9.88%

Shares8.1K

Event2026-03-31

Filed2026-05-11

SCHA

SCHWAB STRATEGIC TR

2.51%

Shares84.5K

Event2026-03-31

Filed2026-05-11

NEM

NEWMONT CORP

5.54%

Shares22.6K

Event2026-03-31

Filed2026-05-11

VNQ

VANGUARD INDEX FDS

-2.84%

Shares27.5K

Event2026-03-31

Filed2026-05-11

EMB

ISHARES TR

-49.67%

Shares25.9K

Event2026-03-31

Filed2026-05-11

XMMO

INVESCO EXCHANGE TRADED FD T

-0.82%

Shares16.6K

Event2026-03-31

Filed2026-05-11

COWZ

PACER FDS TR

11.62%

Shares38.4K

Event2026-03-31

Filed2026-05-11

ANGL

VANECK ETF TRUST

15.12%

Shares83.5K

Event2026-03-31

Filed2026-05-11

PYLD

PIMCO ETF TR

11.72%

Shares90.5K

Event2026-03-31

Filed2026-05-11

IDEV

ISHARES TR

26.64%

Shares28.3K

Event2026-03-31

Filed2026-05-11

VSS

VANGUARD INTL EQUITY INDEX F

389.63%

Shares16.2K

Event2026-03-31

Filed2026-05-11

UNP

UNION PAC CORP

8.70%

Shares9.5K

Event2026-03-31

Filed2026-05-11

WELL

WELLTOWER INC

33.91%

Shares11.6K

Event2026-03-31

Filed2026-05-11

KROGER CO

1.21%

Shares31.3K

Event2026-03-31

Filed2026-05-11

BLACKSTONE INC

0.90%

Shares19.4K

Event2026-03-31

Filed2026-05-11

FCX

FREEPORT MCMORAN INC

2.23%

Shares38.0K

Event2026-03-31

Filed2026-05-11

SHY

ISHARES TR

56.33%

Shares27.0K

Event2026-03-31

Filed2026-05-11

CMF

ISHARES TR

13.82%

Shares38.9K

Event2026-03-31

Filed2026-05-11

VBR

VANGUARD INDEX FDS

64.44%

Shares10.2K

Event2026-03-31

Filed2026-05-11

PGR

PROGRESSIVE CORP

-12.52%

Shares11.1K

Event2026-03-31

Filed2026-05-11

NANR

SPDR INDEX SHS FDS

-1.87%

Shares25.9K

Event2026-03-31

Filed2026-05-11

PLD

PROLOGIS INC.

-26.69%

Shares16.4K

Event2026-03-31

Filed2026-05-11

ALTRIA GROUP INC

-13.43%

Shares32.8K

Event2026-03-31

Filed2026-05-11

BINC

BLACKROCK ETF TRUST II

80.24%

Shares41.4K

Event2026-03-31

Filed2026-05-11

HON

HONEYWELL INTL INC

7.83%

Shares9.5K

Event2026-03-31

Filed2026-05-11

KLAC

KLA CORP

85.19%

Shares1.4K

Event2026-03-31

Filed2026-05-11

SBUX

STARBUCKS CORP

98.81%

Shares23.8K

Event2026-03-31

Filed2026-05-11

MEDTRONIC PLC

-17.55%

Shares24.6K

Event2026-03-31

Filed2026-05-11

KMI

KINDER MORGAN INC DEL

20.33%

Shares62.9K

Event2026-03-31

Filed2026-05-11

UPS

UNITED PARCEL SVCS INC

17.73%

Shares21.1K

Event2026-03-31

Filed2026-05-11

SPGI

S&P GLOBAL INC

28.89%

Shares4.8K

Event2026-03-31

Filed2026-05-11

EMR

EMERSON ELEC CO

7.28%

Shares15.5K

Event2026-03-31

Filed2026-05-11

AMRZ

AMRIZE LTD

-0.14%

Shares36.2K

Event2026-03-31

Filed2026-05-11

PARKER-HANNIFIN CORP

9.83%

Shares2.2K

Event2026-03-31

Filed2026-05-11

BSX

BOSTON SCIENTIFIC CORP

43.18%

Shares32.0K

Event2026-03-31

Filed2026-05-11

SLYG

SPDR SERIES TRUST

New

Shares20.7K

Event2026-03-31

Filed2026-05-11

FTEC

FIDELITY COVINGTON TRUST

-8.17%

Shares9.6K

Event2026-03-31

Filed2026-05-11

LQD

ISHARES TR

8.34%

Shares18.2K

Event2026-03-31

Filed2026-05-11

JPLD

J P MORGAN EXCHANGE TRADED F

12.88%

Shares37.9K

Event2026-03-31

Filed2026-05-11

OSCV

ETF SER SOLUTIONS

-69.16%

Shares49.7K

Event2026-03-31

Filed2026-05-11

RDVY

FIRST TR EXCHANGE TRADED FD

4.50%

Shares28.7K

Event2026-03-31

Filed2026-05-11

SYK

STRYKER CORPORATION

5.45%

Shares5.9K

Event2026-03-31

Filed2026-05-11

VEU

VANGUARD INTL EQUITY INDEX F

19.85%

Shares25.8K

Event2026-03-31

Filed2026-05-11

COWG

PACER FDS TR

17.19%

Shares57.4K

Event2026-03-31

Filed2026-05-11

DUKE ENERGY CORP NEW

26.14%

Shares14.8K

Event2026-03-31

Filed2026-05-11

XEL

XCEL ENERGY INC

-0.12%

Shares24.0K

Event2026-03-31

Filed2026-05-11

USB

US BANCORP

16.38%

Shares35.9K

Event2026-03-31

Filed2026-05-11

VIGI

VANGUARD WHITEHALL FDS

0.47%

Shares21.0K

Event2026-03-31

Filed2026-05-11

VOE

VANGUARD INDEX FDS

53.29%

Shares10.0K

Event2026-03-31

Filed2026-05-11

VFMV

VANGUARD WELLINGTON FD

New

Shares13.8K

Event2026-03-31

Filed2026-05-11

ADP

AUTOMATIC DATA PROCESSING IN

20.04%

Shares9.1K

Event2026-03-31

Filed2026-05-11

SHEL

SHELL PLC

3.04%

Shares19.7K

Event2026-03-31

Filed2026-05-11

UNH

UNITEDHEALTH GROUP INC

3.13%

Shares6.8K

Event2026-03-31

Filed2026-05-11

FENI

FIDELITY COVINGTON TRUST

-11.52%

Shares49.0K

Event2026-03-31

Filed2026-05-11

HYD

VANECK ETF TRUST

801.47%

Shares36.3K

Event2026-03-31

Filed2026-05-11

FELC

FIDELITY COVINGTON TRUST

16.55%

Shares49.9K

Event2026-03-31

Filed2026-05-11

PFE

PFIZER INC

21.00%

Shares64.3K

Event2026-03-31

Filed2026-05-11

DRSK

ETF SER SOLUTIONS

-61.70%

Shares66.1K

Event2026-03-31

Filed2026-05-11

DFEM

DIMENSIONAL ETF TRUST

7.45%

Shares52.2K

Event2026-03-31

Filed2026-05-11

CEG

CONSTELLATION ENERGY CORP

15.72%

Shares6.4K

Event2026-03-31

Filed2026-05-11

WMB

WILLIAMS COS INC

62.30%

Shares24.4K

Event2026-03-31

Filed2026-05-11

AEP

AMERICAN ELEC PWR CO INC

-0.93%

Shares13.4K

Event2026-03-31

Filed2026-05-11

INTC

INTEL CORP

-37.61%

Shares39.7K

Event2026-03-31

Filed2026-05-11

SCCO

SOUTHERN COPPER CORP

1.68%

Shares10.2K

Event2026-03-31

Filed2026-05-11

NVS

NOVARTIS AG

-1.13%

Shares11.4K

Event2026-03-31

Filed2026-05-11

FLN

FIRST TR EXCH TRD ALPHDX FD

New

Shares67.3K

Event2026-03-31

Filed2026-05-11

BITWISE 10 CRYPTO INDEX ETF

New

Shares38.4K

Event2026-03-31

Filed2026-05-11

FVD

FIRST TR EXCHANGE-TRADED FD

1.21%

Shares36.4K

Event2026-03-31

Filed2026-05-11

VLO

VALERO ENERGY CORP

18.36%

Shares6.9K

Event2026-03-31

Filed2026-05-11

GLTR

ABRDN PRECIOUS METALS BASKET

New

Shares7.8K

Event2026-03-31

Filed2026-05-11

DYNF

BLACKROCK ETF TRUST

142.47%

Shares29.1K

Event2026-03-31

Filed2026-05-11

REGN

REGENERON PHARMACEUTICALS

-0.95%

Shares2.2K

Event2026-03-31

Filed2026-05-11

TMUS

T-MOBILE US INC

-24.70%

Shares8.0K

Event2026-03-31

Filed2026-05-11

MP MATERIALS CORP

11.62%

Shares34.7K

Event2026-03-31

Filed2026-05-11

PSN

PARSONS CORP DEL

42.48%

Shares30.9K

Event2026-03-31

Filed2026-05-11

JUCY

ETF SER SOLUTIONS

-37.44%

Shares75.4K

Event2026-03-31

Filed2026-05-11

IWB

ISHARES TR

4.04%

Shares4.7K

Event2026-03-31

Filed2026-05-11

BTAL

AGF INVTS TR

New

Shares118.7K

Event2026-03-31

Filed2026-05-11

ITW

ILLINOIS TOOL WKS INC

14.61%

Shares6.3K

Event2026-03-31

Filed2026-05-11

SNPE

DBX ETF TR

-2.25%

Shares27.5K

Event2026-03-31

Filed2026-05-11

LHX

L3HARRIS TECHNOLOGIES INC

34.32%

Shares4.7K

Event2026-03-31

Filed2026-05-11

CDNS

CADENCE DESIGN SYSTEM INC

11.70%

Shares5.9K

Event2026-03-31

Filed2026-05-11

SCHZ

SCHWAB STRATEGIC TR

New

Shares69.6K

Event2026-03-31

Filed2026-05-11

EFIV

SPDR SERIES TRUST

1.17%

Shares25.5K

Event2026-03-31

Filed2026-05-11

ARCC

ARES CAPITAL CORP

18.20%

Shares88.8K

Event2026-03-31

Filed2026-05-11

CALI

BLACKROCK ETF TRUST II

-1.84%

Shares31.7K

Event2026-03-31

Filed2026-05-11

DSI

ISHARES TR

14.32%

Shares13.2K

Event2026-03-31

Filed2026-05-11

GILD

GILEAD SCIENCES INC

29.48%

Shares11.4K

Event2026-03-31

Filed2026-05-11

COMSTOCK INC

9.61%

Shares512.6K

Event2026-03-31

Filed2026-05-11

DOLLAR GEN CORP

9.57%

Shares13.1K

Event2026-03-31

Filed2026-05-11

BOXX

EA SERIES TRUST

New

Shares13.4K

Event2026-03-31

Filed2026-05-11

VGLT

VANGUARD SCOTTSDALE FDS

-5.11%

Shares28.1K

Event2026-03-31

Filed2026-05-11

BKNG

BOOKING HOLDINGS INC

15.67%

Shares369

Event2026-03-31

Filed2026-05-11

FGD

FIRST TR EXCHANGE-TRADED FD

14.43%

Shares48.3K

Event2026-03-31

Filed2026-05-11

PWR

QUANTA SVCS INC

-24.37%

Shares2.8K

Event2026-03-31

Filed2026-05-11

SCHO

SCHWAB STRATEGIC TR

23.71%

Shares62.8K

Event2026-03-31

Filed2026-05-11

EFV

ISHARES TR

96.74%

Shares20.4K

Event2026-03-31

Filed2026-05-11

FDX

FEDEX CORP

37.88%

Shares4.2K

Event2026-03-31

Filed2026-05-11

TLT

ISHARES TR

1.25%

Shares17.2K

Event2026-03-31

Filed2026-05-11

IGSB

ISHARES TR

61.26%

Shares28.2K

Event2026-03-31

Filed2026-05-11

NOC

NORTHROP GRUMMAN CORP

79.16%

Shares2.2K

Event2026-03-31

Filed2026-05-11

FREL

FIDELITY COVINGTON TRUST

New

Shares54.8K

Event2026-03-31

Filed2026-05-11

CAIE

CALAMOS ETF TR

524.48%

Shares58.5K

Event2026-03-31

Filed2026-05-11

EYLD

CAMBRIA ETF TR

12.35%

Shares35.4K

Event2026-03-31

Filed2026-05-11

BOEING CO

26.35%

Shares7.3K

Event2026-03-31

Filed2026-05-11

DFGR

DIMENSIONAL ETF TRUST

19.14%

Shares54.8K

Event2026-03-31

Filed2026-05-11

PICK

ISHARES INC

-11.53%

Shares25.7K

Event2026-03-31

Filed2026-05-11

IWY

ISHARES TR

-20.93%

Shares5.8K

Event2026-03-31

Filed2026-05-11

DUSB

DIMENSIONAL ETF TRUST

17.01%

Shares28.6K

Event2026-03-31

Filed2026-05-11

VTEC

VANGUARD CALIF TAX FREE FDS

5.30%

Shares14.5K

Event2026-03-31

Filed2026-05-11

ISRG

INTUITIVE SURGICAL INC

52.51%

Shares3.1K

Event2026-03-31

Filed2026-05-11

ESGE

ISHARES INC

96.03%

Shares31.6K

Event2026-03-31

Filed2026-05-11

VANGUARD INTL EQUITY INDEX F

112.61%

Shares10.4K

Event2026-03-31

Filed2026-05-11

SHOP

SHOPIFY INC

148.07%

Shares11.9K

Event2026-03-31

Filed2026-05-11

NLR

VANECK ETF TRUST

37.37%

Shares10.6K

Event2026-03-31

Filed2026-05-11

XLE

SELECT SECTOR SPDR TR

121.15%

Shares23.1K

Event2026-03-31

Filed2026-05-11

CHUBB LTD SWITZ

-3.43%

Shares4.3K

Event2026-03-31

Filed2026-05-11

AVB

AVALONBAY CMNTYS INC

8.69%

Shares8.5K

Event2026-03-31

Filed2026-05-11

DLN

WISDOMTREE TR

New

Shares15.5K

Event2026-03-31

Filed2026-05-11

MDY

STATE STR SPDR S&P MIDCAP 40

116.75%

Shares2.2K

Event2026-03-31

Filed2026-05-11

SPOT

SPOTIFY TECHNOLOGY S A

-7.79%

Shares2.8K

Event2026-03-31

Filed2026-05-11

PFF

ISHARES TR

339.66%

Shares45.0K

Event2026-03-31

Filed2026-05-11

PSX

PHILLIPS 66

-15.43%

Shares7.5K

Event2026-03-31

Filed2026-05-11

EVSM

MORGAN STANLEY ETF TRUST

New

Shares26.9K

Event2026-03-31

Filed2026-05-11

BYLD

ISHARES TR

0.56%

Shares59.9K

Event2026-03-31

Filed2026-05-11

PSQO

PALMER SQUARE FUNDS TR

5.23%

Shares65.7K

Event2026-03-31

Filed2026-05-11

IGIB

ISHARES TR

131.70%

Shares24.9K

Event2026-03-31

Filed2026-05-11

DVY

ISHARES TR

43.35%

Shares8.7K

Event2026-03-31

Filed2026-05-11

ARISTA NETWORKS INC

28.39%

Shares10.7K

Event2026-03-31

Filed2026-05-11

FIRST TR EXCHANGE TRADED FD

-0.32%

Shares21.7K

Event2026-03-31

Filed2026-05-11

KOMP

SPDR SERIES TRUST

-4.21%

Shares22.4K

Event2026-03-31

Filed2026-05-11

HYG

ISHARES TR

301.81%

Shares16.2K

Event2026-03-31

Filed2026-05-11

NVO

NOVO-NORDISK A S

4.40%

Shares34.8K

Event2026-03-31

Filed2026-05-11

IEO

ISHARES TR

-0.23%

Shares10.2K

Event2026-03-31

Filed2026-05-11

EAGG

ISHARES TR

1.29%

Shares26.8K

Event2026-03-31

Filed2026-05-11

BSCR

INVESCO EXCH TRD SLF IDX FD

35.40%

Shares64.9K

Event2026-03-31

Filed2026-05-11

KMT

KENNAMETAL INC

0.03%

Shares35.1K

Event2026-03-31

Filed2026-05-11

MINT

PIMCO ETF TR

New

Shares12.5K

Event2026-03-31

Filed2026-05-11

PRU

PRUDENTIAL FINL INC

8.69%

Shares12.9K

Event2026-03-31

Filed2026-05-11

HYBL

SSGA ACTIVE TR

109.62%

Shares44.9K

Event2026-03-31

Filed2026-05-11

SOUTHERN CO

9.68%

Shares12.9K

Event2026-03-31

Filed2026-05-11

DFLV

DIMENSIONAL ETF TRUST

-9.83%

Shares34.9K

Event2026-03-31

Filed2026-05-11

DBMF

LITMAN GREGORY FDS TR

2.45%

Shares41.2K

Event2026-03-31

Filed2026-05-11

RDVI

FIRST TR EXCHANGE-TRADED FD

7.35%

Shares48.5K

Event2026-03-31

Filed2026-05-11

GMAY

FIRST TR EXCHNG TRADED FD VI

-12.68%

Shares30.1K

Event2026-03-31

Filed2026-05-11

DFAT

DIMENSIONAL ETF TRUST

49.59%

Shares19.8K

Event2026-03-31

Filed2026-05-11

CRWD

CROWDSTRIKE HLDGS INC

23.92%

Shares3.1K

Event2026-03-31

Filed2026-05-11

MMM

3M CO

32.65%

Shares8.4K

Event2026-03-31

Filed2026-05-11

GENERAL MTRS CO

10.85%

Shares16.3K

Event2026-03-31

Filed2026-05-11

LCTU

BLACKROCK ETF TRUST

168.62%

Shares17.3K

Event2026-03-31

Filed2026-05-11

GBAB

GUGGENHEIM TAXABLE MUNICP BO

-2.66%

Shares83.4K

Event2026-03-31

Filed2026-05-11

GLW

CORNING INC

11.10%

Shares8.9K

Event2026-03-31

Filed2026-05-11

PSLV

SPROTT ASSET MANAGEMENT LP

8.20%

Shares48.9K

Event2026-03-31

Filed2026-05-11

SHV

ISHARES TR

-11.00%

Shares10.8K

Event2026-03-31

Filed2026-05-11

ASML

ASML HLDG NV

34.99%

Shares895

Event2026-03-31

Filed2026-05-11

PCMM

BONDBLOXX ETF TRUST

-5.98%

Shares24.0K

Event2026-03-31

Filed2026-05-11

BITB

BITWISE BITCOIN ETF TR

87.66%

Shares32.0K

Event2026-03-31

Filed2026-05-11

ADBE

ADOBE INC

-7.95%

Shares4.9K

Event2026-03-31

Filed2026-05-11

SCHE

SCHWAB STRATEGIC TR

3.87%

Shares35.7K

Event2026-03-31

Filed2026-05-11

ESGU

ISHARES TR

289.31%

Shares15.0K

Event2026-03-31

Filed2026-05-11

LDOS

LEIDOS HOLDINGS INC

0.45%

Shares7.5K

Event2026-03-31

Filed2026-05-11

VLUE

ISHARES TR

-0.60%

Shares8.2K

Event2026-03-31

Filed2026-05-11

DCOR

DIMENSIONAL ETF TRUST

71.88%

Shares15.9K

Event2026-03-31

Filed2026-05-11

BARRICK MNG CORP

8.90%

Shares28.1K

Event2026-03-31

Filed2026-05-11

ADME

ETF SER SOLUTIONS

-58.13%

Shares23.1K

Event2026-03-31

Filed2026-05-11

CORP

PIMCO ETF TR

138.93%

Shares11.8K

Event2026-03-31

Filed2026-05-11

IGM

ISHARES TR

25.94%

Shares9.6K

Event2026-03-31

Filed2026-05-11

TMO

THERMO FISHER SCIENTIFIC INC

-6.30%

Shares2.3K

Event2026-03-31

Filed2026-05-11

MPC

MARATHON PETE CORP

60.81%

Shares4.6K

Event2026-03-31

Filed2026-05-11

SPTI

SPDR SERIES TRUST

10.35%

Shares38.8K

Event2026-03-31

Filed2026-05-11

CMI

CUMMINS INC

-7.04%

Shares2.1K

Event2026-03-31

Filed2026-05-11

MAR

MARRIOTT INTL INC NEW

17.38%

Shares3.4K

Event2026-03-31

Filed2026-05-11

IWR

ISHARES TR

1.07%

Shares11.2K

Event2026-03-31

Filed2026-05-11

MAIN

MAIN STR CAP CORP

12.57%

Shares20.4K

Event2026-03-31

Filed2026-05-11

WDC

WESTERN DIGITAL CORP

15.29%

Shares4.0K

Event2026-03-31

Filed2026-05-11

ARGT

GLOBAL X FDS

New

Shares11.5K

Event2026-03-31

Filed2026-05-11

DELL

DELL TECHNOLOGIES INC

35.16%

Shares6.5K

Event2026-03-31

Filed2026-05-11

STLD

STEEL DYNAMICS INC

1.38%

Shares5.9K

Event2026-03-31

Filed2026-05-11

AVLV

AMERICAN CENTY ETF TR

57.92%

Shares13.0K

Event2026-03-31

Filed2026-05-11

FTCS

FIRST TR EXCHANGE-TRADED FD

-0.81%

Shares11.2K

Event2026-03-31

Filed2026-05-11

IWO

ISHARES TR

131.07%

Shares3.3K

Event2026-03-31

Filed2026-05-11

ADI

ANALOG DEVICES INC

29.40%

Shares3.2K

Event2026-03-31

Filed2026-05-11

ACCENTURE PLC IRELAND

7.92%

Shares5.2K

Event2026-03-31

Filed2026-05-11

GWW

WW GRAINGER INC

2.07%

Shares939

Event2026-03-31

Filed2026-05-11

SCZ

ISHARES TR

11.03%

Shares13.1K

Event2026-03-31

Filed2026-05-11

SHM

SPDR SERIES TRUST

0.35%

Shares21.4K

Event2026-03-31

Filed2026-05-11

IDVO

AMPLIFY ETF TR

51.14%

Shares25.1K

Event2026-03-31

Filed2026-05-11

MDLZ

MONDELEZ INTL INC

11.05%

Shares17.6K

Event2026-03-31

Filed2026-05-11

DFAW

DIMENSIONAL ETF TRUST

22.82%

Shares13.7K

Event2026-03-31

Filed2026-05-11

BKLC

BNY MELLON ETF TRUST

New

Shares8.1K

Event2026-03-31

Filed2026-05-11

VOT

VANGUARD INDEX FDS

12.98%

Shares3.9K

Event2026-03-31

Filed2026-05-11

FBCG

FIDELITY COVINGTON TRUST

-62.95%

Shares20.1K

Event2026-03-31

Filed2026-05-11

CTVA

CORTEVA INC

7.36%

Shares12.0K

Event2026-03-31

Filed2026-05-11

SRE

SEMPRA

50.00%

Shares10.3K

Event2026-03-31

Filed2026-05-11

ELS

EQUITY LIFESTYLE PROPERTIES

-3.16%

Shares16.0K

Event2026-03-31

Filed2026-05-11

EDIV

SPDR INDEX SHS FDS

28.57%

Shares25.3K

Event2026-03-31

Filed2026-05-11

ESGV

VANGUARD WORLD FD

2.14%

Shares8.9K

Event2026-03-31

Filed2026-05-11

PULS

PGIM ETF TR

3.21%

Shares20.1K

Event2026-03-31

Filed2026-05-11

STIP

ISHARES TR

4.27%

Shares9.5K

Event2026-03-31

Filed2026-05-11

NOW

SERVICENOW INC

-6.14%

Shares9.4K

Event2026-03-31

Filed2026-05-11

AIQ

GLOBAL X FDS

New

Shares21.0K

Event2026-03-31

Filed2026-05-11

FMDE

FIDELITY COVINGTON TRUST

-34.90%

Shares27.2K

Event2026-03-31

Filed2026-05-11

SKOR

FLEXSHARES TR

6.38%

Shares20.1K

Event2026-03-31

Filed2026-05-11

TRANE TECHNOLOGIES PLC

16.52%

Shares2.3K

Event2026-03-31

Filed2026-05-11

SOXX

ISHARES TR

41.54%

Shares3.0K

Event2026-03-31

Filed2026-05-11

ISD

PGIM HIGH YIELD BOND FUND IN

-22.54%

Shares73.8K

Event2026-03-31

Filed2026-05-11

EIX

EDISON INTL

1.54%

Shares13.2K

Event2026-03-31

Filed2026-05-11

MCK

MCKESSON CORP

14.55%

Shares1.1K

Event2026-03-31

Filed2026-05-11

BLV

VANGUARD BD INDEX FDS

-54.60%

Shares13.9K

Event2026-03-31

Filed2026-05-11

FTI

TECHNIPFMC PLC

-17.00%

Shares13.9K

Event2026-03-31

Filed2026-05-11

DOW

DOW HLDGS INC

13.08%

Shares23.0K

Event2026-03-31

Filed2026-05-11

BANK NEW YORK MELLON CORP

22.16%

Shares7.9K

Event2026-03-31

Filed2026-05-11

CME

CME GROUP INC

5.66%

Shares3.2K

Event2026-03-31

Filed2026-05-11

MBB

ISHARES TR

146.57%

Shares9.9K

Event2026-03-31

Filed2026-05-11

VXF

VANGUARD INDEX FDS

161.83%

Shares4.5K

Event2026-03-31

Filed2026-05-11

CVS

CVS HEALTH CORP

32.30%

Shares13.0K

Event2026-03-31

Filed2026-05-11

ANNALY CAPITAL MANAGEMENT IN

1.80%

Shares44.2K

Event2026-03-31

Filed2026-05-11

COF

CAPITAL ONE FINL CORP

-4.05%

Shares5.1K

Event2026-03-31

Filed2026-05-11

ECL

ECOLAB INC

0.66%

Shares3.5K

Event2026-03-31

Filed2026-05-11

FDS

FACTSET RESH SYS INC

185.92%

Shares4.3K

Event2026-03-31

Filed2026-05-11

BKAG

BNY MELLON ETF TRUST

-34.89%

Shares21.8K

Event2026-03-31

Filed2026-05-11

DAL

DELTA AIR LINES INC

4.41%

Shares13.8K

Event2026-03-31

Filed2026-05-11

AGNC

AGNC INVT CORP

12.39%

Shares91.2K

Event2026-03-31

Filed2026-05-11

TFC

TRUIST FINL CORP

10.76%

Shares19.8K

Event2026-03-31

Filed2026-05-11

RIGS

ALPS ETF TR

-28.63%

Shares39.7K

Event2026-03-31

Filed2026-05-11

TSLX

SIXTH STREET SPECIALTY LENDI

13.73%

Shares49.3K

Event2026-03-31

Filed2026-05-11

ROYAL BK CDA

10.19%

Shares5.6K

Event2026-03-31

Filed2026-05-11

JEPI

J P MORGAN EXCHANGE TRADED F

-0.18%

Shares16.0K

Event2026-03-31

Filed2026-05-11

GBIL

GOLDMAN SACHS ETF TR

115.07%

Shares8.9K

Event2026-03-31

Filed2026-05-11

COIN

COINBASE GLOBAL INC

20.81%

Shares5.1K

Event2026-03-31

Filed2026-05-11

BBBI

BONDBLOXX ETF TRUST

New

Shares17.2K

Event2026-03-31

Filed2026-05-11

OGE

OGE ENERGY CORP

-2.06%

Shares18.4K

Event2026-03-31

Filed2026-05-11

MFC

MANULIFE FINL CORP

16.66%

Shares25.6K

Event2026-03-31

Filed2026-05-11

JEPQ

J P MORGAN EXCHANGE TRADED F

15.44%

Shares15.8K

Event2026-03-31

Filed2026-05-11

AMT

AMERICAN TOWER CORP

4.81%

Shares5.0K

Event2026-03-31

Filed2026-05-11

VGUS

VANGUARD INSTL INDEX FD

39.01%

Shares11.4K

Event2026-03-31

Filed2026-05-11

PNC

PNC FINL SVCS GROUP INC

22.44%

Shares4.1K

Event2026-03-31

Filed2026-05-11

BAB

INVESCO EXCH TRADED FD TR II

-2.44%

Shares32.0K

Event2026-03-31

Filed2026-05-11

JMUB

J P MORGAN EXCHANGE TRADED F

1.12%

Shares17.2K

Event2026-03-31

Filed2026-05-11

SEAGATE TECHNOLOGY HLDNGS PL

63.16%

Shares2.2K

Event2026-03-31

Filed2026-05-11

DOMINION ENERGY INC

10.95%

Shares13.8K

Event2026-03-31

Filed2026-05-11

EXC

EXELON CORP

-7.50%

Shares17.4K

Event2026-03-31

Filed2026-05-11

MNST

MONSTER BEVERAGE CORP NEW

5.88%

Shares11.8K

Event2026-03-31

Filed2026-05-11

SPG

SIMON PPTY GROUP INC NEW

61.07%

Shares4.5K

Event2026-03-31

Filed2026-05-11

DVN

DEVON ENERGY CORP NEW

9.56%

Shares16.8K

Event2026-03-31

Filed2026-05-11

BBN

BLACKROCK TAX MUNICPAL BD TR

-3.69%

Shares52.1K

Event2026-03-31

Filed2026-05-11

NTRS

NORTHERN TR CORP

145.09%

Shares6.0K

Event2026-03-31

Filed2026-05-11

FTNT

FORTINET INC

65.77%

Shares10.3K

Event2026-03-31

Filed2026-05-11

JAAA

JANUS DETROIT STR TR

-9.46%

Shares16.5K

Event2026-03-31

Filed2026-05-11

EEM

ISHARES TR

33.91%

Shares14.5K

Event2026-03-31

Filed2026-05-11

VTES

VANGUARD WELLINGTON FD

2.60%

Shares8.1K

Event2026-03-31

Filed2026-05-11

INVESCO EXCH TRADED FD TR II

6.96%

Shares11.2K

Event2026-03-31

Filed2026-05-11

VRTX

VERTEX PHARMACEUTICALS INC

3.47%

Shares1.8K

Event2026-03-31

Filed2026-05-11

RDIV

INVESCO EXCH TRADED FD TR II

7.40%

Shares14.6K

Event2026-03-31

Filed2026-05-11

FAUG

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares15.7K

Event2026-03-31

Filed2026-05-11

ESGD

ISHARES TR

-42.65%

Shares8.5K

Event2026-03-31

Filed2026-05-11

DHR

DANAHER CORP DEL

24.73%

Shares4.3K

Event2026-03-31

Filed2026-05-11

VTC

VANGUARD SCOTTSDALE FDS

8.80%

Shares10.5K

Event2026-03-31

Filed2026-05-11

ICE

INTERCONTINENTAL EXCHANGE IN

-0.59%

Shares5.1K

Event2026-03-31

Filed2026-05-11

BSCQ

INVESCO EXCH TRD SLF IDX FD

62.63%

Shares41.0K

Event2026-03-31

Filed2026-05-11

JOET

VIRTUS ETF TR II

New

Shares20.0K

Event2026-03-31

Filed2026-05-11

GRNY

TIDAL TRUST I

New

Shares33.5K

Event2026-03-31

Filed2026-05-11

IBTG

ISHARES TR

15.50%

Shares34.8K

Event2026-03-31

Filed2026-05-11

FORD MTR CO

43.96%

Shares69.0K

Event2026-03-31

Filed2026-05-11

AIRR

FIRST TR EXCHANGE TRADED FD

132.17%

Shares7.1K

Event2026-03-31

Filed2026-05-11

FQAL

FIDELITY COVINGTON TRUST

0.33%

Shares10.9K

Event2026-03-31

Filed2026-05-11

AJG

GALLAGHER ARTHUR J & CO

159.20%

Shares3.6K

Event2026-03-31

Filed2026-05-11

SHW

SHERWIN WILLIAMS CO

22.81%

Shares2.5K

Event2026-03-31

Filed2026-05-11

DGRW

WISDOMTREE TR

21.57%

Shares8.9K

Event2026-03-31

Filed2026-05-11

CLM

CORNERSTONE STRATEGIC INVEST

-1.17%

Shares107.5K

Event2026-03-31

Filed2026-05-11

Call Option Holdings

SPY Call CallSTATE STR SPDR S&P 500 ETF T3.6K shares-16.28%2026-03-312026-05-11

ASTS Call CallAST SPACEMOBILE INC20.0K sharesnew addition2026-03-312026-05-11

EEFT Call CallEURONET WORLDWIDE INC22.2K sharesnew addition2026-03-312026-05-11

PYPL Call CallPAYPAL HLDGS INC30.2K sharesnew addition2026-03-312026-05-11

PAYC Call CallPAYCOM SOFTWARE INC10.1K sharesnew addition2026-03-312026-05-11

CBRL Call CallCRACKER BARREL OLD CTRY STOR27.1K sharesnew addition2026-03-312026-05-11

VODAFONE GROUP PLC Call CallVODAFONE GROUP PLC50.0K sharesnew addition2026-03-312026-05-11

FI Call CallFISERV INC12.5K sharesnew addition2026-03-312026-05-11

QS Call CallQUANTUMSCAPE CORP70.0K sharesnew addition2026-03-312026-05-11

ADBE Call CallADOBE INC1.8K sharesnew addition2026-03-312026-05-11

HP Call CallHELMERICH & PAYNE INC7.5K sharesnew addition2026-03-312026-05-11

UNH Call CallUNITEDHEALTH GROUP INC700 shares16.67%2026-03-312026-05-11

AMD Call CallADVANCED MICRO DEVICES INC700 shares0.00%2026-03-312026-05-11

COMSTOCK INC Call CallCOMSTOCK INC38.7K shares70.48%2026-03-312026-05-11

MARVELL TECHNOLOGY INC Call CallMARVELL TECHNOLOGY INC1.0K sharesnew addition2026-03-312026-05-11

TE Call CallT1 ENERGY INC10.0K sharesnew addition2026-03-312026-05-11

AXP Call CallAMERICAN EXPRESS CO100 shares0.00%2026-03-312026-05-11

CRWV Call CallCOREWEAVE INC200 sharesnew addition2026-03-312026-05-11

ACHR Call CallARCHER AVIATION INC200 shares-86.67%2026-03-312026-05-11

SPY Call

STATE STR SPDR S&P 500 ETF T

-16.28%

Shares3.6K

Event2026-03-31

Filed2026-05-11

ASTS Call

AST SPACEMOBILE INC

New

Shares20.0K

Event2026-03-31

Filed2026-05-11

EEFT Call

EURONET WORLDWIDE INC

New

Shares22.2K

Event2026-03-31

Filed2026-05-11

PYPL Call

PAYPAL HLDGS INC

New

Shares30.2K

Event2026-03-31

Filed2026-05-11

PAYC Call

PAYCOM SOFTWARE INC

New

Shares10.1K

Event2026-03-31

Filed2026-05-11

CBRL Call

CRACKER BARREL OLD CTRY STOR

New

Shares27.1K

Event2026-03-31

Filed2026-05-11

VODAFONE GROUP PLC Call

VODAFONE GROUP PLC

New

Shares50.0K

Event2026-03-31

Filed2026-05-11

FI Call

FISERV INC

New

Shares12.5K

Event2026-03-31

Filed2026-05-11

QS Call

QUANTUMSCAPE CORP

New

Shares70.0K

Event2026-03-31

Filed2026-05-11

ADBE Call

ADOBE INC

New

Shares1.8K

Event2026-03-31

Filed2026-05-11

HP Call

HELMERICH & PAYNE INC

New

Shares7.5K

Event2026-03-31

Filed2026-05-11

UNH Call

UNITEDHEALTH GROUP INC

16.67%

Shares700

Event2026-03-31

Filed2026-05-11

AMD Call

ADVANCED MICRO DEVICES INC

0.00%

Shares700

Event2026-03-31

Filed2026-05-11

COMSTOCK INC Call

COMSTOCK INC

70.48%

Shares38.7K

Event2026-03-31

Filed2026-05-11

MARVELL TECHNOLOGY INC Call

MARVELL TECHNOLOGY INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-11

TE Call

T1 ENERGY INC

New

Shares10.0K

Event2026-03-31

Filed2026-05-11

AXP Call

AMERICAN EXPRESS CO

0.00%

Shares100

Event2026-03-31

Filed2026-05-11

CRWV Call

COREWEAVE INC

New

Shares200

Event2026-03-31

Filed2026-05-11

ACHR Call

ARCHER AVIATION INC

-86.67%

Shares200

Event2026-03-31

Filed2026-05-11

Put Option Holdings

SPY Put PutSTATE STR SPDR S&P 500 ETF T6.7K shares-36.19%2026-03-312026-05-11

SPOT Put PutSPOTIFY TECHNOLOGY S A1.5K shares-34.78%2026-03-312026-05-11

NVDA Put PutNVIDIA CORPORATION1.0K sharesnew addition2026-03-312026-05-11

AMD Put PutADVANCED MICRO DEVICES INC400 shares0.00%2026-03-312026-05-11

INVESCO QQQ TR Put PutINVESCO QQQ TR100 shares0.00%2026-03-312026-05-11

SPY Put

STATE STR SPDR S&P 500 ETF T

-36.19%

Shares6.7K

Event2026-03-31

Filed2026-05-11

SPOT Put

SPOTIFY TECHNOLOGY S A

-34.78%

Shares1.5K

Event2026-03-31

Filed2026-05-11

NVDA Put

NVIDIA CORPORATION

New

Shares1.0K

Event2026-03-31

Filed2026-05-11

AMD Put

ADVANCED MICRO DEVICES INC

0.00%

Shares400

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TR Put

INVESCO QQQ TR

0.00%

Shares100

Event2026-03-31

Filed2026-05-11