Sponsored

The Analysis of SAXON INTERESTS, INC.'s Holdings & P&L

Currently, SAXON INTERESTS, INC. holds 222 types of securities in its portfolio with a total value $289.6M. In the most recent quarter, they have increased their positions in IEMG (+39.7K shares, valued at $2.8M), VWO (+26.5K shares, valued at $1.4M), VOLT (+32.5K shares, valued at $1.1M); decreased their positions in SPY (-2.7K shares, valued at $1.8M), IWF (-3.6K shares, valued at $1.5M), CAT (-2.0K shares, valued at $1.4M); initiated new positions in VWO (+26.5K shares, valued at $1.4M), VOLT (+32.5K shares, valued at $1.1M), SM (+34.2K shares, valued at $1.1M).

1M P&L

-16.2M-5.73%

3M P&L

-12.0M-4.30%

HY P&L

+1.9M+0.71%

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/A123.3M

50.3%

2Consumer Electronics11.2M

4.6%

3Semiconductors10.1M

4.1%

Top Industries by Stock Count

1N/A93 stocks

45.8%

2Semiconductors6 stocks

3.0%

3Oil & Gas Midstream6 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T503.6K shares-2.34%2026-03-312026-04-29

AAPL APPLE INC44.0K shares0.57%2026-03-312026-04-29

VTI VANGUARD INDEX FDS24.8K shares-0.73%2026-03-312026-04-29

DSTL ETF SER SOLUTIONS134.7K shares-6.20%2026-03-312026-04-29

IWF ISHARES TR16.6K shares-17.82%2026-03-312026-04-29

AMZN AMAZON COM INC33.0K shares8.84%2026-03-312026-04-29

MUNI PIMCO ETF TR128.6K shares9.12%2026-03-312026-04-29

MSFT MICROSOFT CORP18.0K shares11.70%2026-03-312026-04-29

Sponsored

NVDA NVIDIA CORPORATION37.9K shares-2.97%2026-03-312026-04-29

VANGUARD INDEX FDS VANGUARD INDEX FDS9.5K shares-2.16%2026-03-312026-04-29

XOM EXXON MOBIL CORP28.4K shares-0.82%2026-03-312026-04-29

DCRE DOUBLELINE ETF TRUST92.0K shares-1.58%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO15.8K shares3.47%2026-03-312026-04-29

META META PLATFORMS INC7.9K shares-5.50%2026-03-312026-04-29

IVLU ISHARES TR107.1K shares-2.61%2026-03-312026-04-29

BROADCOM INC BROADCOM INC12.3K shares7.45%2026-03-312026-04-29

Sponsored

VIOV VANGUARD ADMIRAL FDS INC32.5K shares-1.34%2026-03-312026-04-29

SPY STATE STR SPDR S&P 500 ETF T4.8K shares-35.92%2026-03-312026-04-29

IEMG ISHARES INC44.7K shares794.46%2026-03-312026-04-29

WMT WALMART INC24.8K shares0.11%2026-03-312026-04-29

AGG ISHARES TR31.1K shares0.55%2026-03-312026-04-29

IDV ISHARES TR72.4K shares-7.85%2026-03-312026-04-29

IWD ISHARES TR12.8K shares-10.41%2026-03-312026-04-29

CVX CHEVRON CORPORATION13.1K shares-30.48%2026-03-312026-04-29

Sponsored

IWM ISHARES TR10.9K shares-10.12%2026-03-312026-04-29

PWR QUANTA SVCS INC4.7K shares0.04%2026-03-312026-04-29

VSLU ETF OPPORTUNITIES TRUST61.4K shares7.30%2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR4.3K shares3.16%2026-03-312026-04-29

XLK SELECT SECTOR SPDR TR17.1K shares-0.43%2026-03-312026-04-29

IWR ISHARES TR23.3K shares18.43%2026-03-312026-04-29

VIG VANGUARD SPECIALIZED FUNDS10.3K shares-0.75%2026-03-312026-04-29

VLUE ISHARES TR14.3K shares-15.56%2026-03-312026-04-29

Sponsored

MSI MOTOROLA SOLUTIONS INC4.5K shares4.55%2026-03-312026-04-29

ABBV ABBVIE INC8.8K shares15.09%2026-03-312026-04-29

ADI ANALOG DEVICES INC5.9K shares-17.65%2026-03-312026-04-29

VEU VANGUARD INTL EQUITY INDEX F24.6K shares-0.04%2026-03-312026-04-29

EATON CORP PLC EATON CORP PLC5.0K shares8.89%2026-03-312026-04-29

IVV ISHARES TR2.7K shares-0.48%2026-03-312026-04-29

DIA STATE STR SPDR DOW JONES IND3.7K shares-10.57%2026-03-312026-04-29

JNJ JOHNSON & JOHNSON6.9K shares-18.82%2026-03-312026-04-29

Sponsored

MPC MARATHON PETE CORP6.8K shares-15.03%2026-03-312026-04-29

HD HOME DEPOT INC4.7K shares2.20%2026-03-312026-04-29

V VISA INC5.0K shares82.80%2026-03-312026-04-29

IJH ISHARES TR22.3K shares-4.08%2026-03-312026-04-29

USMV ISHARES TR16.0K shares-6.04%2026-03-312026-04-29

CME CME GROUP INC5.0K shares-27.25%2026-03-312026-04-29

VWO VANGUARD INTL EQUITY INDEX F26.5K sharesnew addition2026-03-312026-04-29

IEFA ISHARES TR15.7K shares-2.11%2026-03-312026-04-29

Sponsored

MCD MCDONALDS CORP4.4K shares166.63%2026-03-312026-04-29

IYW ISHARES TR7.2K shares0.59%2026-03-312026-04-29

GS GOLDMAN SACHS GROUP INC1.5K shares-15.04%2026-03-312026-04-29

CSCO CISCO SYS INC16.8K shares234.12%2026-03-312026-04-29

IJR ISHARES TR10.2K shares-10.44%2026-03-312026-04-29

CB CHUBB LTD SWITZ3.8K shares-23.39%2026-03-312026-04-29

PTLC PACER FDS TR22.6K shares26.12%2026-03-312026-04-29

BP BP PLC24.5K shares69.37%2026-03-312026-04-29

Sponsored

MDY STATE STR SPDR S&P MIDCAP 401.9K shares-21.68%2026-03-312026-04-29

BBWI BATH & BODY WORKS INC61.3K shares14.27%2026-03-312026-04-29

JIG J P MORGAN EXCHANGE TRADED F15.1K shares-0.70%2026-03-312026-04-29

JCI JOHNSON CONTROLS INTERNATION8.5K shares-10.04%2026-03-312026-04-29

VOLT TEMA ETF TRUST32.5K sharesnew addition2026-03-312026-04-29

GSBD GOLDMAN SACHS BDC INC122.9K shares0.85%2026-03-312026-04-29

VYM VANGUARD WHITEHALL FDS7.3K shares-4.79%2026-03-312026-04-29

SM SM ENERGY COMPANY34.2K sharesnew addition2026-03-312026-04-29

Sponsored

FMC FMC CORP61.7K sharesnew addition2026-03-312026-04-29

ILCV ISHARES TR11.3K shares0.00%2026-03-312026-04-29

VFC V F CORP60.5K shares32.83%2026-03-312026-04-29

VPU VANGUARD WORLD FD5.1K shares-27.84%2026-03-312026-04-29

APD AIR PRODUCTS AND CHEMICALS I3.4K shares-25.39%2026-03-312026-04-29

IBM INTERNATIONAL BUSINESS MACHS4.0K shares-43.95%2026-03-312026-04-29

DRI DARDEN RESTAURANTS INC4.9K shares0.93%2026-03-312026-04-29

EPD ENTERPRISE PRODS PARTNERS L25.3K shares7.69%2026-03-312026-04-29

Sponsored

KHC KRAFT HEINZ CO42.2K sharesnew addition2026-03-312026-04-29

IWS ISHARES TR6.3K shares-17.15%2026-03-312026-04-29

IWN ISHARES TR4.8K shares261.98%2026-03-312026-04-29

WFC WELLS FARGO & CO11.5K shares154.53%2026-03-312026-04-29

CMI CUMMINS INC1.7K shares67.23%2026-03-312026-04-29

HTRB HARTFORD FDS EXCHANGE TRADED26.7K shares-39.23%2026-03-312026-04-29

VZ VERIZON COMMUNICATIONS INC17.8K shares-13.12%2026-03-312026-04-29

MEDTRONIC PLC MEDTRONIC PLC10.3K shares-21.09%2026-03-312026-04-29

Sponsored

MMM 3M CO6.1K sharesnew addition2026-03-312026-04-29

EFA ISHARES TR9.1K shares-21.85%2026-03-312026-04-29

FI FISERV INC15.2K sharesnew addition2026-03-312026-04-29

O REALTY INCOME CORP13.7K shares20.74%2026-03-312026-04-29

JGRO J P MORGAN EXCHANGE TRADED F9.9K shares37.98%2026-03-312026-04-29

ALPHABET INC ALPHABET INC2.9K shares0.03%2026-03-312026-04-29

VOX VANGUARD WORLD FD4.6K shares-0.35%2026-03-312026-04-29

RTX RTX CORPORATION4.2K shares-6.12%2026-03-312026-04-29

Sponsored

PVH PVH CORPORATION11.7K sharesnew addition2026-03-312026-04-29

LLY ELI LILLY & CO883 shares-22.81%2026-03-312026-04-29

STZ CONSTELLATION BRANDS INC5.4K sharesnew addition2026-03-312026-04-29

SDY SPDR SERIES TRUST5.4K shares0.00%2026-03-312026-04-29

VLU SPDR SERIES TRUST3.7K shares-0.33%2026-03-312026-04-29

NEE NEXTERA ENERGY INC8.4K shares66.15%2026-03-312026-04-29

GLD SPDR GOLD TR1.8K shares1.12%2026-03-312026-04-29

LULU LULULEMON ATHLETICA INC5.1K shares38.01%2026-03-312026-04-29

Sponsored

IWP ISHARES TR6.0K shares-46.56%2026-03-312026-04-29

FLO FLOWERS FOODS INC93.9K sharesnew addition2026-03-312026-04-29

BBDC BARINGS BDC INC91.5K shares3.54%2026-03-312026-04-29

FMB FIRST TR EXCH TRADED FD III14.8K shares0.00%2026-03-312026-04-29

CPB THE CAMPBELLS COMPANY33.0K shares53.96%2026-03-312026-04-29

HUBS HUBSPOT INC3.0K sharesnew addition2026-03-312026-04-29

CHTR CHARTER COMMUNICATIONS INC3.4K sharesnew addition2026-03-312026-04-29

AXP AMERICAN EXPRESS CO2.4K shares-50.87%2026-03-312026-04-29

Sponsored

VIS VANGUARD WORLD FD2.3K shares-25.58%2026-03-312026-04-29

LW LAMB WESTON HLDGS INC16.6K sharesnew addition2026-03-312026-04-29

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.6K shares8.41%2026-03-312026-04-29

FTCS FIRST TR EXCHANGE-TRADED FD7.5K shares-1.39%2026-03-312026-04-29

CPRI CAPRI HOLDINGS LIMITED39.6K sharesnew addition2026-03-312026-04-29

CRSP CRISPR THERAPEUTICS AG14.6K sharesnew addition2026-03-312026-04-29

UNP UNION PAC CORP2.9K shares-3.42%2026-03-312026-04-29

MU MICRON TECHNOLOGY INC2.0K shares-11.35%2026-03-312026-04-29

Sponsored

IJJ ISHARES TR5.2K shares0.00%2026-03-312026-04-29

IFRA ISHARES TR11.9K sharesnew addition2026-03-312026-04-29

PICK ISHARES INC12.0K sharesnew addition2026-03-312026-04-29

PB PROSPERITY BANCSHARES INC10.0K shares0.02%2026-03-312026-04-29

ATLASSIAN CORPORATION ATLASSIAN CORPORATION9.9K sharesnew addition2026-03-312026-04-29

AMGN AMGEN INC1.9K shares4.22%2026-03-312026-04-29

IJT ISHARES TR4.6K shares-1.79%2026-03-312026-04-29

ADNT ADIENT PLC32.3K sharesnew addition2026-03-312026-04-29

Sponsored

ARKQ ARK ETF TR5.8K shares-0.03%2026-03-312026-04-29

DE DEERE & CO1.2K shares0.52%2026-03-312026-04-29

ALPHABET INC ALPHABET INC2.2K shares-31.30%2026-03-312026-04-29

KLAR KLARNA GROUP PLC48.1K sharesnew addition2026-03-312026-04-29

ARKK ARK ETF TR9.2K shares16.46%2026-03-312026-04-29

MLPX GLOBAL X FDS8.4K shares-17.24%2026-03-312026-04-29

MRNA MODERNA INC11.7K shares0.04%2026-03-312026-04-29

JPIB J P MORGAN EXCHANGE TRADED F12.2K shares0.00%2026-03-312026-04-29

Sponsored

IGM ISHARES TR4.9K shares-0.65%2026-03-312026-04-29

IYT ISHARES TR7.8K shares0.00%2026-03-312026-04-29

HYMB SPDR SERIES TRUST23.3K shares0.00%2026-03-312026-04-29

ETR ENTERGY CORP NEW5.1K shares67.27%2026-03-312026-04-29

WTW WILLIS TOWERS WATSON PLC LTD1.8K shares0.60%2026-03-312026-04-29

DON WISDOMTREE TR10.2K shares-16.70%2026-03-312026-04-29

CMCSA COMCAST CORP NEW18.4K shares19.67%2026-03-312026-04-29

ALPS ETF TR ALPS ETF TR10.0K shares-8.86%2026-03-312026-04-29

Sponsored

UNH UNITEDHEALTH GROUP INC1.9K shares-32.87%2026-03-312026-04-29

FNDE SCHWAB STRATEGIC TR13.6K shares0.00%2026-03-312026-04-29

KMI KINDER MORGAN INC DEL15.5K shares-9.32%2026-03-312026-04-29

EEM ISHARES TR8.9K shares-19.71%2026-03-312026-04-29

FTC FIRST TR EXCHANGE-TRADED ALP3.3K shares0.00%2026-03-312026-04-29

TLT ISHARES TR5.7K shares13.33%2026-03-312026-04-29

TJX TJX COS INC NEW3.0K shares0.56%2026-03-312026-04-29

COST COSTCO WHOLESALE CORPORATION487 shares4.51%2026-03-312026-04-29

Sponsored

FIS FIDELITY NATL INFORMATION SV10.3K shares23.15%2026-03-312026-04-29

IJK ISHARES TR4.7K shares-0.82%2026-03-312026-04-29

CAT CATERPILLAR INC645 shares-75.27%2026-03-312026-04-29

ET ENERGY TRANSFER L P23.5K shares0.59%2026-03-312026-04-29

TSM TAIWAN SEMICONDUCTOR MANUFAC1.3K shares-4.22%2026-03-312026-04-29

JMUB J P MORGAN EXCHANGE TRADED F8.9K shares0.00%2026-03-312026-04-29

PID INVESCO EXCHANGE TRADED FD T19.9K shares-0.67%2026-03-312026-04-29

MMIT NEW YORK LIFE INVTS ACTIVE E18.4K shares0.00%2026-03-312026-04-29

Sponsored

BBY BEST BUY INC6.8K shares4.96%2026-03-312026-04-29

GEV GE VERNOVA INC494 shares-4.63%2026-03-312026-04-29

DOC HEALTHPEAK PROPERTIES INC26.0K shares0.02%2026-03-312026-04-29

IBIT ISHARES BITCOIN TRUST ETF11.0K shares8.62%2026-03-312026-04-29

XLV SELECT SECTOR SPDR TR2.8K shares0.04%2026-03-312026-04-29

VXF VANGUARD INDEX FDS2.0K shares2.05%2026-03-312026-04-29

MERCK & CO INC MERCK & CO INC3.4K shares-65.48%2026-03-312026-04-29

LAM RESEARCH CORP LAM RESEARCH CORP1.9K shares-60.41%2026-03-312026-04-29

Sponsored

COWZ PACER FDS TR6.5K shares2.46%2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL828 shares8.80%2026-03-312026-04-29

LMT LOCKHEED MARTIN CORP656 shares-2.67%2026-03-312026-04-29

ACWX ISHARES TR5.8K shares0.00%2026-03-312026-04-29

DIS DISNEY WALT CO4.1K shares-0.71%2026-03-312026-04-29

GE AEROSPACE GE AEROSPACE1.4K shares1.26%2026-03-312026-04-29

ILF ISHARES TR10.7K sharesnew addition2026-03-312026-04-29

IVW ISHARES TR3.3K shares-0.72%2026-03-312026-04-29

Sponsored

KO COCA COLA CO4.8K shares-1.41%2026-03-312026-04-29

ISHARES GOLD TR ISHARES GOLD TR4.1K shares0.00%2026-03-312026-04-29

ITA ISHARES TR1.6K shares0.00%2026-03-312026-04-29

HAL HALLIBURTON CO9.2K shares-51.16%2026-03-312026-04-29

SOXX ISHARES TR1.1K shares-0.28%2026-03-312026-04-29

PSX PHILLIPS 662.0K shares-24.62%2026-03-312026-04-29

BIL SPDR SERIES TRUST3.9K shares-22.66%2026-03-312026-04-29

NSC NORFOLK SOUTHN CORP1.2K shares23.12%2026-03-312026-04-29

Sponsored

ORCL ORACLE CORP2.4K shares0.80%2026-03-312026-04-29

XLE SELECT SECTOR SPDR TR5.7K shares-19.55%2026-03-312026-04-29

NOBL PROSHARES TR3.1K shares5.20%2026-03-312026-04-29

CTRA COTERRA ENERGY INC9.2K shares0.74%2026-03-312026-04-29

IWB ISHARES TR895 shares0.00%2026-03-312026-04-29

JMBS JANUS DETROIT STR TR7.0K shares-1.05%2026-03-312026-04-29

KSS KOHLS CORP24.4K shares73.47%2026-03-312026-04-29

IJS ISHARES TR2.6K shares0.00%2026-03-312026-04-29

Sponsored

NBIS NEBIUS GROUP N.V.2.9K sharesnew addition2026-03-312026-04-29

HACK AMPLIFY ETF TR3.8K shares-29.37%2026-03-312026-04-29

PG PROCTER & GAMBLE CO2.0K shares-18.50%2026-03-312026-04-29

VBK VANGUARD INDEX FDS923 shares0.00%2026-03-312026-04-29

ABT ABBOTT LABORATORIES2.7K shares-0.81%2026-03-312026-04-29

GRNB VANECK ETF TRUST11.4K shares0.00%2026-03-312026-04-29

OKE ONEOK INC NEW3.0K sharesnew addition2026-03-312026-04-29

T AT&T INC9.3K sharesnew addition2026-03-312026-04-29

Sponsored

BAC BANK AMERICA CORP5.5K shares-13.86%2026-03-312026-04-29

HPE HEWLETT PACKARD ENTERPRISE C11.1K shares5.93%2026-03-312026-04-29

SCHG SCHWAB STRATEGIC TR9.0K shares0.00%2026-03-312026-04-29

QCOM QUALCOMM INC2.0K shares-1.79%2026-03-312026-04-29

ADEA ADEIA INC10.8K shares-4.43%2026-03-312026-04-29

BA BOEING CO1.3K shares0.39%2026-03-312026-04-29

FBND FIDELITY MERRIMACK STR TR5.5K shares0.62%2026-03-312026-04-29

F FORD MTR CO21.8K shares0.17%2026-03-312026-04-29

Sponsored

NFLX NETFLIX INC.2.6K shares1.95%2026-03-312026-04-29

SIVR ABRDN SILVER ETF TRUST3.5K shares0.00%2026-03-312026-04-29

CALF PACER FDS TR5.5K shares4.31%2026-03-312026-04-29

VO VANGUARD INDEX FDS851 shares-0.12%2026-03-312026-04-29

TALO TALOS ENERGY INC15.1K sharesnew addition2026-03-312026-04-29

AMD ADVANCED MICRO DEVICES INC1.2K shares10.25%2026-03-312026-04-29

DVY ISHARES TR1.5K shares0.00%2026-03-312026-04-29

BLACKROCK INC BLACKROCK INC234 shares-2.50%2026-03-312026-04-29

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.7K shares-3.51%2026-03-312026-04-29

ACWI ISHARES TR1.6K shares-39.31%2026-03-312026-04-29

WMB WILLIAMS COS INC3.0K sharesnew addition2026-03-312026-04-29

STRL STERLING INFRASTRUCTURE INC533 shares-42.81%2026-03-312026-04-29

COP CONOCOPHILLIPS1.6K sharesnew addition2026-03-312026-04-29

DAN DANA INC6.3K shares-28.82%2026-03-312026-04-29

MS MORGAN STANLEY1.3K shares-2.44%2026-03-312026-04-29

STNG SCORPIO TANKERS INC2.8K sharesnew addition2026-03-312026-04-29

Sponsored

EZPW EZCORP INC8.2K sharesnew addition2026-03-312026-04-29

CITIGROUP INC CITIGROUP INC1.8K shares-0.82%2026-03-312026-04-29

AHCO ADAPTHEALTH CORP17.2K sharesnew addition2026-03-312026-04-29

RITM RITHM CAPITAL CORP17.6K shares64.48%2026-03-312026-04-29

ALM ALMONTY INDS INC11.1K sharesnew addition2026-03-312026-04-29

MPW MEDICAL PROPERTIES TRUST INC11.0K shares-0.31%2026-03-312026-04-29

INVESCO EXCHANGE TRADED FD T

-2.34%

Shares503.6K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

0.57%

Shares44.0K

Event2026-03-31

Filed2026-04-29

VTI

VANGUARD INDEX FDS

-0.73%

Shares24.8K

Event2026-03-31

Filed2026-04-29

DSTL

ETF SER SOLUTIONS

-6.20%

Shares134.7K

Event2026-03-31

Filed2026-04-29

IWF

ISHARES TR

-17.82%

Shares16.6K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

8.84%

Shares33.0K

Event2026-03-31

Filed2026-04-29

MUNI

PIMCO ETF TR

9.12%

Shares128.6K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

11.70%

Shares18.0K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

-2.97%

Shares37.9K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

-2.16%

Shares9.5K

Event2026-03-31

Filed2026-04-29

XOM

EXXON MOBIL CORP

-0.82%

Shares28.4K

Event2026-03-31

Filed2026-04-29

DCRE

DOUBLELINE ETF TRUST

-1.58%

Shares92.0K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

3.47%

Shares15.8K

Event2026-03-31

Filed2026-04-29

META

META PLATFORMS INC

-5.50%

Shares7.9K

Event2026-03-31

Filed2026-04-29

IVLU

ISHARES TR

-2.61%

Shares107.1K

Event2026-03-31

Filed2026-04-29

BROADCOM INC

7.45%

Shares12.3K

Event2026-03-31

Filed2026-04-29

VIOV

VANGUARD ADMIRAL FDS INC

-1.34%

Shares32.5K

Event2026-03-31

Filed2026-04-29

SPY

STATE STR SPDR S&P 500 ETF T

-35.92%

Shares4.8K

Event2026-03-31

Filed2026-04-29

IEMG

ISHARES INC

794.46%

Shares44.7K

Event2026-03-31

Filed2026-04-29

WMT

WALMART INC

0.11%

Shares24.8K

Event2026-03-31

Filed2026-04-29

AGG

ISHARES TR

0.55%

Shares31.1K

Event2026-03-31

Filed2026-04-29

IDV

ISHARES TR

-7.85%

Shares72.4K

Event2026-03-31

Filed2026-04-29

IWD

ISHARES TR

-10.41%

Shares12.8K

Event2026-03-31

Filed2026-04-29

CVX

CHEVRON CORPORATION

-30.48%

Shares13.1K

Event2026-03-31

Filed2026-04-29

IWM

ISHARES TR

-10.12%

Shares10.9K

Event2026-03-31

Filed2026-04-29

PWR

QUANTA SVCS INC

0.04%

Shares4.7K

Event2026-03-31

Filed2026-04-29

VSLU

ETF OPPORTUNITIES TRUST

7.30%

Shares61.4K

Event2026-03-31

Filed2026-04-29

INVESCO QQQ TR

3.16%

Shares4.3K

Event2026-03-31

Filed2026-04-29

XLK

SELECT SECTOR SPDR TR

-0.43%

Shares17.1K

Event2026-03-31

Filed2026-04-29

IWR

ISHARES TR

18.43%

Shares23.3K

Event2026-03-31

Filed2026-04-29

VIG

VANGUARD SPECIALIZED FUNDS

-0.75%

Shares10.3K

Event2026-03-31

Filed2026-04-29

VLUE

ISHARES TR

-15.56%

Shares14.3K

Event2026-03-31

Filed2026-04-29

MSI

MOTOROLA SOLUTIONS INC

4.55%

Shares4.5K

Event2026-03-31

Filed2026-04-29

ABBV

ABBVIE INC

15.09%

Shares8.8K

Event2026-03-31

Filed2026-04-29

ADI

ANALOG DEVICES INC

-17.65%

Shares5.9K

Event2026-03-31

Filed2026-04-29

VEU

VANGUARD INTL EQUITY INDEX F

-0.04%

Shares24.6K

Event2026-03-31

Filed2026-04-29

EATON CORP PLC

8.89%

Shares5.0K

Event2026-03-31

Filed2026-04-29

IVV

ISHARES TR

-0.48%

Shares2.7K

Event2026-03-31

Filed2026-04-29

DIA

STATE STR SPDR DOW JONES IND

-10.57%

Shares3.7K

Event2026-03-31

Filed2026-04-29

JNJ

JOHNSON & JOHNSON

-18.82%

Shares6.9K

Event2026-03-31

Filed2026-04-29

MPC

MARATHON PETE CORP

-15.03%

Shares6.8K

Event2026-03-31

Filed2026-04-29

HOME DEPOT INC

2.20%

Shares4.7K

Event2026-03-31

Filed2026-04-29

VISA INC

82.80%

Shares5.0K

Event2026-03-31

Filed2026-04-29

IJH

ISHARES TR

-4.08%

Shares22.3K

Event2026-03-31

Filed2026-04-29

USMV

ISHARES TR

-6.04%

Shares16.0K

Event2026-03-31

Filed2026-04-29

CME

CME GROUP INC

-27.25%

Shares5.0K

Event2026-03-31

Filed2026-04-29

VWO

VANGUARD INTL EQUITY INDEX F

New

Shares26.5K

Event2026-03-31

Filed2026-04-29

IEFA

ISHARES TR

-2.11%

Shares15.7K

Event2026-03-31

Filed2026-04-29

MCD

MCDONALDS CORP

166.63%

Shares4.4K

Event2026-03-31

Filed2026-04-29

IYW

ISHARES TR

0.59%

Shares7.2K

Event2026-03-31

Filed2026-04-29

GOLDMAN SACHS GROUP INC

-15.04%

Shares1.5K

Event2026-03-31

Filed2026-04-29

CSCO

CISCO SYS INC

234.12%

Shares16.8K

Event2026-03-31

Filed2026-04-29

IJR

ISHARES TR

-10.44%

Shares10.2K

Event2026-03-31

Filed2026-04-29

CHUBB LTD SWITZ

-23.39%

Shares3.8K

Event2026-03-31

Filed2026-04-29

PTLC

PACER FDS TR

26.12%

Shares22.6K

Event2026-03-31

Filed2026-04-29

BP PLC

69.37%

Shares24.5K

Event2026-03-31

Filed2026-04-29

MDY

STATE STR SPDR S&P MIDCAP 40

-21.68%

Shares1.9K

Event2026-03-31

Filed2026-04-29

BBWI

BATH & BODY WORKS INC

14.27%

Shares61.3K

Event2026-03-31

Filed2026-04-29

JIG

J P MORGAN EXCHANGE TRADED F

-0.70%

Shares15.1K

Event2026-03-31

Filed2026-04-29

JCI

JOHNSON CONTROLS INTERNATION

-10.04%

Shares8.5K

Event2026-03-31

Filed2026-04-29

VOLT

TEMA ETF TRUST

New

Shares32.5K

Event2026-03-31

Filed2026-04-29

GSBD

GOLDMAN SACHS BDC INC

0.85%

Shares122.9K

Event2026-03-31

Filed2026-04-29

VYM

VANGUARD WHITEHALL FDS

-4.79%

Shares7.3K

Event2026-03-31

Filed2026-04-29

SM ENERGY COMPANY

New

Shares34.2K

Event2026-03-31

Filed2026-04-29

FMC

FMC CORP

New

Shares61.7K

Event2026-03-31

Filed2026-04-29

ILCV

ISHARES TR

0.00%

Shares11.3K

Event2026-03-31

Filed2026-04-29

VFC

V F CORP

32.83%

Shares60.5K

Event2026-03-31

Filed2026-04-29

VPU

VANGUARD WORLD FD

-27.84%

Shares5.1K

Event2026-03-31

Filed2026-04-29

APD

AIR PRODUCTS AND CHEMICALS I

-25.39%

Shares3.4K

Event2026-03-31

Filed2026-04-29

IBM

INTERNATIONAL BUSINESS MACHS

-43.95%

Shares4.0K

Event2026-03-31

Filed2026-04-29

DRI

DARDEN RESTAURANTS INC

0.93%

Shares4.9K

Event2026-03-31

Filed2026-04-29

EPD

ENTERPRISE PRODS PARTNERS L

7.69%

Shares25.3K

Event2026-03-31

Filed2026-04-29

KHC

KRAFT HEINZ CO

New

Shares42.2K

Event2026-03-31

Filed2026-04-29

IWS

ISHARES TR

-17.15%

Shares6.3K

Event2026-03-31

Filed2026-04-29

IWN

ISHARES TR

261.98%

Shares4.8K

Event2026-03-31

Filed2026-04-29

WFC

WELLS FARGO & CO

154.53%

Shares11.5K

Event2026-03-31

Filed2026-04-29

CMI

CUMMINS INC

67.23%

Shares1.7K

Event2026-03-31

Filed2026-04-29

HTRB

HARTFORD FDS EXCHANGE TRADED

-39.23%

Shares26.7K

Event2026-03-31

Filed2026-04-29

VERIZON COMMUNICATIONS INC

-13.12%

Shares17.8K

Event2026-03-31

Filed2026-04-29

MEDTRONIC PLC

-21.09%

Shares10.3K

Event2026-03-31

Filed2026-04-29

MMM

3M CO

New

Shares6.1K

Event2026-03-31

Filed2026-04-29

EFA

ISHARES TR

-21.85%

Shares9.1K

Event2026-03-31

Filed2026-04-29

FISERV INC

New

Shares15.2K

Event2026-03-31

Filed2026-04-29

REALTY INCOME CORP

20.74%

Shares13.7K

Event2026-03-31

Filed2026-04-29

JGRO

J P MORGAN EXCHANGE TRADED F

37.98%

Shares9.9K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

0.03%

Shares2.9K

Event2026-03-31

Filed2026-04-29

VOX

VANGUARD WORLD FD

-0.35%

Shares4.6K

Event2026-03-31

Filed2026-04-29

RTX

RTX CORPORATION

-6.12%

Shares4.2K

Event2026-03-31

Filed2026-04-29

PVH

PVH CORPORATION

New

Shares11.7K

Event2026-03-31

Filed2026-04-29

LLY

ELI LILLY & CO

-22.81%

Shares883

Event2026-03-31

Filed2026-04-29

STZ

CONSTELLATION BRANDS INC

New

Shares5.4K

Event2026-03-31

Filed2026-04-29

SDY

SPDR SERIES TRUST

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-29

VLU

SPDR SERIES TRUST

-0.33%

Shares3.7K

Event2026-03-31

Filed2026-04-29

NEE

NEXTERA ENERGY INC

66.15%

Shares8.4K

Event2026-03-31

Filed2026-04-29

GLD

SPDR GOLD TR

1.12%

Shares1.8K

Event2026-03-31

Filed2026-04-29

LULU

LULULEMON ATHLETICA INC

38.01%

Shares5.1K

Event2026-03-31

Filed2026-04-29

IWP

ISHARES TR

-46.56%

Shares6.0K

Event2026-03-31

Filed2026-04-29

FLO

FLOWERS FOODS INC

New

Shares93.9K

Event2026-03-31

Filed2026-04-29

BBDC

BARINGS BDC INC

3.54%

Shares91.5K

Event2026-03-31

Filed2026-04-29

FMB

FIRST TR EXCH TRADED FD III

0.00%

Shares14.8K

Event2026-03-31

Filed2026-04-29

CPB

THE CAMPBELLS COMPANY

53.96%

Shares33.0K

Event2026-03-31

Filed2026-04-29

HUBS

HUBSPOT INC

New

Shares3.0K

Event2026-03-31

Filed2026-04-29

CHTR

CHARTER COMMUNICATIONS INC

New

Shares3.4K

Event2026-03-31

Filed2026-04-29

AXP

AMERICAN EXPRESS CO

-50.87%

Shares2.4K

Event2026-03-31

Filed2026-04-29

VIS

VANGUARD WORLD FD

-25.58%

Shares2.3K

Event2026-03-31

Filed2026-04-29

LAMB WESTON HLDGS INC

New

Shares16.6K

Event2026-03-31

Filed2026-04-29

INVESCO EXCHANGE TRADED FD T

8.41%

Shares3.6K

Event2026-03-31

Filed2026-04-29

FTCS

FIRST TR EXCHANGE-TRADED FD

-1.39%

Shares7.5K

Event2026-03-31

Filed2026-04-29

CPRI

CAPRI HOLDINGS LIMITED

New

Shares39.6K

Event2026-03-31

Filed2026-04-29

CRSP

CRISPR THERAPEUTICS AG

New

Shares14.6K

Event2026-03-31

Filed2026-04-29

UNP

UNION PAC CORP

-3.42%

Shares2.9K

Event2026-03-31

Filed2026-04-29

MICRON TECHNOLOGY INC

-11.35%

Shares2.0K

Event2026-03-31

Filed2026-04-29

IJJ

ISHARES TR

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-29

IFRA

ISHARES TR

New

Shares11.9K

Event2026-03-31

Filed2026-04-29

PICK

ISHARES INC

New

Shares12.0K

Event2026-03-31

Filed2026-04-29

PROSPERITY BANCSHARES INC

0.02%

Shares10.0K

Event2026-03-31

Filed2026-04-29

ATLASSIAN CORPORATION

New

Shares9.9K

Event2026-03-31

Filed2026-04-29

AMGN

AMGEN INC

4.22%

Shares1.9K

Event2026-03-31

Filed2026-04-29

IJT

ISHARES TR

-1.79%

Shares4.6K

Event2026-03-31

Filed2026-04-29

ADNT

ADIENT PLC

New

Shares32.3K

Event2026-03-31

Filed2026-04-29

ARKQ

ARK ETF TR

-0.03%

Shares5.8K

Event2026-03-31

Filed2026-04-29

DEERE & CO

0.52%

Shares1.2K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

-31.30%

Shares2.2K

Event2026-03-31

Filed2026-04-29

KLAR

KLARNA GROUP PLC

New

Shares48.1K

Event2026-03-31

Filed2026-04-29

ARKK

ARK ETF TR

16.46%

Shares9.2K

Event2026-03-31

Filed2026-04-29

MLPX

GLOBAL X FDS

-17.24%

Shares8.4K

Event2026-03-31

Filed2026-04-29

MRNA

MODERNA INC

0.04%

Shares11.7K

Event2026-03-31

Filed2026-04-29

JPIB

J P MORGAN EXCHANGE TRADED F

0.00%

Shares12.2K

Event2026-03-31

Filed2026-04-29

IGM

ISHARES TR

-0.65%

Shares4.9K

Event2026-03-31

Filed2026-04-29

IYT

ISHARES TR

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-29

HYMB

SPDR SERIES TRUST

0.00%

Shares23.3K

Event2026-03-31

Filed2026-04-29

ETR

ENTERGY CORP NEW

67.27%

Shares5.1K

Event2026-03-31

Filed2026-04-29

WTW

WILLIS TOWERS WATSON PLC LTD

0.60%

Shares1.8K

Event2026-03-31

Filed2026-04-29

DON

WISDOMTREE TR

-16.70%

Shares10.2K

Event2026-03-31

Filed2026-04-29

CMCSA

COMCAST CORP NEW

19.67%

Shares18.4K

Event2026-03-31

Filed2026-04-29

ALPS ETF TR

-8.86%

Shares10.0K

Event2026-03-31

Filed2026-04-29

UNH

UNITEDHEALTH GROUP INC

-32.87%

Shares1.9K

Event2026-03-31

Filed2026-04-29

FNDE

SCHWAB STRATEGIC TR

0.00%

Shares13.6K

Event2026-03-31

Filed2026-04-29

KMI

KINDER MORGAN INC DEL

-9.32%

Shares15.5K

Event2026-03-31

Filed2026-04-29

EEM

ISHARES TR

-19.71%

Shares8.9K

Event2026-03-31

Filed2026-04-29

FTC

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-29

TLT

ISHARES TR

13.33%

Shares5.7K

Event2026-03-31

Filed2026-04-29

TJX

TJX COS INC NEW

0.56%

Shares3.0K

Event2026-03-31

Filed2026-04-29

COST

COSTCO WHOLESALE CORPORATION

4.51%

Shares487

Event2026-03-31

Filed2026-04-29

FIS

FIDELITY NATL INFORMATION SV

23.15%

Shares10.3K

Event2026-03-31

Filed2026-04-29

IJK

ISHARES TR

-0.82%

Shares4.7K

Event2026-03-31

Filed2026-04-29

CAT

CATERPILLAR INC

-75.27%

Shares645

Event2026-03-31

Filed2026-04-29

ENERGY TRANSFER L P

0.59%

Shares23.5K

Event2026-03-31

Filed2026-04-29

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-4.22%

Shares1.3K

Event2026-03-31

Filed2026-04-29

JMUB

J P MORGAN EXCHANGE TRADED F

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-29

PID

INVESCO EXCHANGE TRADED FD T

-0.67%

Shares19.9K

Event2026-03-31

Filed2026-04-29

MMIT

NEW YORK LIFE INVTS ACTIVE E

0.00%

Shares18.4K

Event2026-03-31

Filed2026-04-29

BBY

BEST BUY INC

4.96%

Shares6.8K

Event2026-03-31

Filed2026-04-29

GEV

GE VERNOVA INC

-4.63%

Shares494

Event2026-03-31

Filed2026-04-29

DOC

HEALTHPEAK PROPERTIES INC

0.02%

Shares26.0K

Event2026-03-31

Filed2026-04-29

IBIT

ISHARES BITCOIN TRUST ETF

8.62%

Shares11.0K

Event2026-03-31

Filed2026-04-29

XLV

SELECT SECTOR SPDR TR

0.04%

Shares2.8K

Event2026-03-31

Filed2026-04-29

VXF

VANGUARD INDEX FDS

2.05%

Shares2.0K

Event2026-03-31

Filed2026-04-29

MERCK & CO INC

-65.48%

Shares3.4K

Event2026-03-31

Filed2026-04-29

LAM RESEARCH CORP

-60.41%

Shares1.9K

Event2026-03-31

Filed2026-04-29

COWZ

PACER FDS TR

2.46%

Shares6.5K

Event2026-03-31

Filed2026-04-29

BERKSHIRE HATHAWAY INC DEL

8.80%

Shares828

Event2026-03-31

Filed2026-04-29

LMT

LOCKHEED MARTIN CORP

-2.67%

Shares656

Event2026-03-31

Filed2026-04-29

ACWX

ISHARES TR

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-29

DIS

DISNEY WALT CO

-0.71%

Shares4.1K

Event2026-03-31

Filed2026-04-29

GE AEROSPACE

1.26%

Shares1.4K

Event2026-03-31

Filed2026-04-29

ILF

ISHARES TR

New

Shares10.7K

Event2026-03-31

Filed2026-04-29

IVW

ISHARES TR

-0.72%

Shares3.3K

Event2026-03-31

Filed2026-04-29

COCA COLA CO

-1.41%

Shares4.8K

Event2026-03-31

Filed2026-04-29

ISHARES GOLD TR

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-29

ITA

ISHARES TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-29

HAL

HALLIBURTON CO

-51.16%

Shares9.2K

Event2026-03-31

Filed2026-04-29

SOXX

ISHARES TR

-0.28%

Shares1.1K

Event2026-03-31

Filed2026-04-29

PSX

PHILLIPS 66

-24.62%

Shares2.0K

Event2026-03-31

Filed2026-04-29

BIL

SPDR SERIES TRUST

-22.66%

Shares3.9K

Event2026-03-31

Filed2026-04-29

NSC

NORFOLK SOUTHN CORP

23.12%

Shares1.2K

Event2026-03-31

Filed2026-04-29

ORCL

ORACLE CORP

0.80%

Shares2.4K

Event2026-03-31

Filed2026-04-29

XLE

SELECT SECTOR SPDR TR

-19.55%

Shares5.7K

Event2026-03-31

Filed2026-04-29

NOBL

PROSHARES TR

5.20%

Shares3.1K

Event2026-03-31

Filed2026-04-29

CTRA

COTERRA ENERGY INC

0.74%

Shares9.2K

Event2026-03-31

Filed2026-04-29

IWB

ISHARES TR

0.00%

Shares895

Event2026-03-31

Filed2026-04-29

JMBS

JANUS DETROIT STR TR

-1.05%

Shares7.0K

Event2026-03-31

Filed2026-04-29

KSS

KOHLS CORP

73.47%

Shares24.4K

Event2026-03-31

Filed2026-04-29

IJS

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-29

NBIS

NEBIUS GROUP N.V.

New

Shares2.9K

Event2026-03-31

Filed2026-04-29

HACK

AMPLIFY ETF TR

-29.37%

Shares3.8K

Event2026-03-31

Filed2026-04-29

PROCTER & GAMBLE CO

-18.50%

Shares2.0K

Event2026-03-31

Filed2026-04-29

VBK

VANGUARD INDEX FDS

0.00%

Shares923

Event2026-03-31

Filed2026-04-29

ABT

ABBOTT LABORATORIES

-0.81%

Shares2.7K

Event2026-03-31

Filed2026-04-29

GRNB

VANECK ETF TRUST

0.00%

Shares11.4K

Event2026-03-31

Filed2026-04-29

OKE

ONEOK INC NEW

New

Shares3.0K

Event2026-03-31

Filed2026-04-29

AT&T INC

New

Shares9.3K

Event2026-03-31

Filed2026-04-29

BAC

BANK AMERICA CORP

-13.86%

Shares5.5K

Event2026-03-31

Filed2026-04-29

HPE

HEWLETT PACKARD ENTERPRISE C

5.93%

Shares11.1K

Event2026-03-31

Filed2026-04-29

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares9.0K

Event2026-03-31

Filed2026-04-29

QCOM

QUALCOMM INC

-1.79%

Shares2.0K

Event2026-03-31

Filed2026-04-29

ADEA

ADEIA INC

-4.43%

Shares10.8K

Event2026-03-31

Filed2026-04-29

BOEING CO

0.39%

Shares1.3K

Event2026-03-31

Filed2026-04-29

FBND

FIDELITY MERRIMACK STR TR

0.62%

Shares5.5K

Event2026-03-31

Filed2026-04-29

FORD MTR CO

0.17%

Shares21.8K

Event2026-03-31

Filed2026-04-29

NFLX

NETFLIX INC.

1.95%

Shares2.6K

Event2026-03-31

Filed2026-04-29

SIVR

ABRDN SILVER ETF TRUST

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-29

CALF

PACER FDS TR

4.31%

Shares5.5K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

-0.12%

Shares851

Event2026-03-31

Filed2026-04-29

TALO

TALOS ENERGY INC

New

Shares15.1K

Event2026-03-31

Filed2026-04-29

AMD

ADVANCED MICRO DEVICES INC

10.25%

Shares1.2K

Event2026-03-31

Filed2026-04-29

DVY

ISHARES TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-29

BLACKROCK INC

-2.50%

Shares234

Event2026-03-31

Filed2026-04-29

DUKE ENERGY CORP NEW

-3.51%

Shares1.7K

Event2026-03-31

Filed2026-04-29

ACWI

ISHARES TR

-39.31%

Shares1.6K

Event2026-03-31

Filed2026-04-29

WMB

WILLIAMS COS INC

New

Shares3.0K

Event2026-03-31

Filed2026-04-29

STRL

STERLING INFRASTRUCTURE INC

-42.81%

Shares533

Event2026-03-31

Filed2026-04-29

COP

CONOCOPHILLIPS

New

Shares1.6K

Event2026-03-31

Filed2026-04-29

DAN

DANA INC

-28.82%

Shares6.3K

Event2026-03-31

Filed2026-04-29

MORGAN STANLEY

-2.44%

Shares1.3K

Event2026-03-31

Filed2026-04-29

STNG

SCORPIO TANKERS INC

New

Shares2.8K

Event2026-03-31

Filed2026-04-29

EZPW

EZCORP INC

New

Shares8.2K

Event2026-03-31

Filed2026-04-29

CITIGROUP INC

-0.82%

Shares1.8K

Event2026-03-31

Filed2026-04-29

AHCO

ADAPTHEALTH CORP

New

Shares17.2K

Event2026-03-31

Filed2026-04-29

RITM

RITHM CAPITAL CORP

64.48%

Shares17.6K

Event2026-03-31

Filed2026-04-29

ALM

ALMONTY INDS INC

New

Shares11.1K

Event2026-03-31

Filed2026-04-29

MPW

MEDICAL PROPERTIES TRUST INC

-0.31%

Shares11.0K

Event2026-03-31

Filed2026-04-29

Call Option Holdings

MERCK & CO INC Call CallMERCK & CO INC4.3K sharesnew addition2026-03-312026-04-29

MERCK & CO INC Call

MERCK & CO INC

New

Shares4.3K

Event2026-03-31

Filed2026-04-29

Put Option Holdings

TALOS ENERGY INC Put PutTALOS ENERGY INC5.0K sharesnew addition2026-03-312026-04-29

TALOS ENERGY INC Put

TALOS ENERGY INC

New

Shares5.0K

Event2026-03-31

Filed2026-04-29