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The Analysis of Secure Asset Management, LLC's Holdings & P&L

Currently, Secure Asset Management, LLC holds 317 types of securities in its portfolio with a total value $631.2M. In the most recent quarter, they have increased their positions in BMRN (+70.4K shares, valued at $4.0M), PLTR (+26.7K shares, valued at $3.9M), VGIT (+65.4K shares, valued at $3.9M); decreased their positions in XMMO (-64.7K shares, valued at $9.4M), CRM (-15.2K shares, valued at $2.8M), N/A (-4.7K shares, valued at $2.8M); initiated new positions in BMRN (+70.4K shares, valued at $4.0M), ARES (+16.8K shares, valued at $1.8M), TT (+3.0K shares, valued at $1.3M).

1M P&L

+23.6M+4.00%

3M P&L

+4.5M+0.74%

HY P&L

+20.8M+3.51%

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/A293.9M

51.0%

2Semiconductors32.6M

5.7%

3Software - Infrastructure28.6M

5.0%

Top Industries by Stock Count

1N/A121 stocks

41.4%

2Software - Application9 stocks

3.1%

3Software - Infrastructure9 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VGIT VANGUARD SCOTTSDALE FDS621.5K shares11.76%2026-03-312026-04-09

NVDA NVIDIA CORPORATION141.0K shares4.80%2026-03-312026-04-09

VANGUARD INDEX FDS VANGUARD INDEX FDS29.2K shares-13.86%2026-03-312026-04-09

QQQM INVESCO EXCH TRADED FD TR II66.7K shares4.75%2026-03-312026-04-09

AAPL APPLE INC61.0K shares-1.37%2026-03-312026-04-09

IVV ISHARES TR23.0K shares6.98%2026-03-312026-04-09

SRLN SSGA ACTIVE ETF TR356.1K shares13.07%2026-03-312026-04-09

IGSB ISHARES TR265.8K shares11.16%2026-03-312026-04-09

Sponsored

LMBS FIRST TR EXCHANGE-TRADED FD278.1K shares10.07%2026-03-312026-04-09

JMBS JANUS DETROIT STR TR305.6K shares11.45%2026-03-312026-04-09

JAAA JANUS DETROIT STR TR226.4K shares-1.53%2026-03-312026-04-09

VT VANGUARD INTL EQUITY INDEX F64.5K shares8.31%2026-03-312026-04-09

MSFT MICROSOFT CORP23.9K shares8.26%2026-03-312026-04-09

COST COSTCO WHOLESALE CORPORATION8.8K shares9.10%2026-03-312026-04-09

CGDV CAPITAL GROUP DIVIDEND VALUE190.2K shares2.78%2026-03-312026-04-09

TSLA TESLA INC21.6K shares8.81%2026-03-312026-04-09

Sponsored

AMZN AMAZON COM INC34.1K shares12.36%2026-03-312026-04-09

GOF GUGGENHEIM STRATEGIC OPPORTU623.4K shares14.28%2026-03-312026-04-09

VTIP VANGUARD MALVERN FDS128.3K shares66.03%2026-03-312026-04-09

SCHG SCHWAB STRATEGIC TR211.4K shares18.07%2026-03-312026-04-09

LLY ELI LILLY & CO6.7K shares-1.11%2026-03-312026-04-09

ALPHABET INC ALPHABET INC20.9K shares-1.94%2026-03-312026-04-09

BIV VANGUARD BD INDEX FDS74.4K shares55.67%2026-03-312026-04-09

SPY STATE STR SPDR S&P 500 ETF T8.7K shares-20.46%2026-03-312026-04-09

Sponsored

BROADCOM INC BROADCOM INC18.1K shares197.21%2026-03-312026-04-09

LAM RESEARCH CORP LAM RESEARCH CORP25.1K shares-21.52%2026-03-312026-04-09

V VISA INC17.6K shares13.46%2026-03-312026-04-09

WMT WALMART INC41.5K shares-14.30%2026-03-312026-04-09

PLTR PALANTIR TECHNOLOGIES INC34.1K shares364.10%2026-03-312026-04-09

TSM TAIWAN SEMICONDUCTOR MANUFAC14.7K shares-12.65%2026-03-312026-04-09

CRWD CROWDSTRIKE HLDGS INC12.4K shares24.38%2026-03-312026-04-09

VO VANGUARD INDEX FDS16.6K shares163.89%2026-03-312026-04-09

Sponsored

MCD MCDONALDS CORP14.7K shares1.03%2026-03-312026-04-09

IBIT ISHARES BITCOIN TRUST ETF114.3K shares59.28%2026-03-312026-04-09

UBER UBER TECHNOLOGIES INC59.7K shares29.93%2026-03-312026-04-09

INVESCO QQQ TR INVESCO QQQ TR7.4K shares-17.74%2026-03-312026-04-09

XOM EXXON MOBIL CORP24.6K shares-13.60%2026-03-312026-04-09

ASTS AST SPACEMOBILE INC48.8K shares-7.97%2026-03-312026-04-09

GNRC GENERAC HLDGS INC20.7K shares-0.57%2026-03-312026-04-09

SCHW SCHWAB CHARLES CORP43.0K shares8.30%2026-03-312026-04-09

Sponsored

MIRM MIRUM PHARMACEUTICALS INC43.6K shares-13.37%2026-03-312026-04-09

BMRN BIOMARIN PHARMACEUTICAL INC70.4K sharesnew addition2026-03-312026-04-09

FSLR FIRST SOLAR INC20.1K shares17.27%2026-03-312026-04-09

OUSM ALPS ETF TR89.7K shares11.12%2026-03-312026-04-09

BBEU J P MORGAN EXCHANGE TRADED F53.6K shares6.48%2026-03-312026-04-09

ZS ZSCALER INC27.1K shares2032.65%2026-03-312026-04-09

LDOS LEIDOS HOLDINGS INC23.7K shares17.41%2026-03-312026-04-09

ORKA ORUKA THERAPEUTICS INC72.4K shares-11.32%2026-03-312026-04-09

Sponsored

FIX COMFORT SYS USA INC2.6K shares-41.69%2026-03-312026-04-09

MCI BARINGS CORPORATE INVS200.8K shares68.87%2026-03-312026-04-09

GEV GE VERNOVA INC3.8K shares26.71%2026-03-312026-04-09

CVX CHEVRON CORPORATION15.8K shares-10.94%2026-03-312026-04-09

IUSB ISHARES TR70.3K shares16.27%2026-03-312026-04-09

NEAR ISHARES U S ETF TR63.9K shares17.28%2026-03-312026-04-09

MERCK & CO INC MERCK & CO INC26.3K shares-5.71%2026-03-312026-04-09

VZ VERIZON COMMUNICATIONS INC62.8K shares-2.86%2026-03-312026-04-09

Sponsored

FTEC FIDELITY COVINGTON TRUST14.7K shares-6.54%2026-03-312026-04-09

META META PLATFORMS INC5.3K shares-9.62%2026-03-312026-04-09

PG PROCTER & GAMBLE CO20.8K shares7.91%2026-03-312026-04-09

BLV VANGUARD BD INDEX FDS43.0K shares-19.08%2026-03-312026-04-09

WM WASTE MGMT INC DEL12.6K shares-3.79%2026-03-312026-04-09

KO COCA COLA CO37.9K shares-6.49%2026-03-312026-04-09

BAC BANK AMERICA CORP57.4K shares6.77%2026-03-312026-04-09

SCHV SCHWAB STRATEGIC TR91.4K shares15.92%2026-03-312026-04-09

Sponsored

QVOY ULTIMUS MANAGERS TR94.3K shares1009.27%2026-03-312026-04-09

GLD SPDR GOLD TR6.0K shares0.62%2026-03-312026-04-09

ORCL ORACLE CORP17.6K shares36.07%2026-03-312026-04-09

IREN IREN LIMITED73.7K shares106.77%2026-03-312026-04-09

MSTR STRATEGY INC20.0K shares-1.24%2026-03-312026-04-09

FIGR FIGURE TECHNOLOGY SOLUTIO72.1K shares54.98%2026-03-312026-04-09

IWD ISHARES TR11.3K shares-9.41%2026-03-312026-04-09

HD HOME DEPOT INC7.1K shares2.87%2026-03-312026-04-09

Sponsored

XLU SELECT SECTOR SPDR TR50.4K shares4.64%2026-03-312026-04-09

KR KROGER CO32.0K shares1.99%2026-03-312026-04-09

GS GOLDMAN SACHS GROUP INC2.7K shares49.58%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.6K shares-8.46%2026-03-312026-04-09

FITB FIFTH THIRD BANCORP47.0K shares9.69%2026-03-312026-04-09

PM PHILIP MORRIS INTL INC13.0K shares0.63%2026-03-312026-04-09

WTRG ESSENTIAL UTILS INC53.1K shares5.68%2026-03-312026-04-09

NEM NEWMONT CORP19.6K shares-18.19%2026-03-312026-04-09

Sponsored

EWBC EAST WEST BANCORP INC19.9K shares11.02%2026-03-312026-04-09

VTI VANGUARD INDEX FDS6.6K shares-7.03%2026-03-312026-04-09

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP6.1K shares2.71%2026-03-312026-04-09

EIX EDISON INTL28.5K shares-16.32%2026-03-312026-04-09

DIA STATE STR SPDR DOW JONES IND4.4K shares-21.11%2026-03-312026-04-09

ICE INTERCONTINENTAL EXCHANGE IN13.0K shares14.49%2026-03-312026-04-09

RSPT INVESCO EXCHANGE TRADED FD T44.8K shares-0.01%2026-03-312026-04-09

ABT ABBOTT LABORATORIES19.7K shares29.39%2026-03-312026-04-09

Sponsored

TLTW ISHARES TR87.8K shares146.39%2026-03-312026-04-09

VICI VICI PPTYS INC72.6K shares24.10%2026-03-312026-04-09

IJR ISHARES TR15.7K shares-17.49%2026-03-312026-04-09

ALPHABET INC ALPHABET INC6.6K shares51.49%2026-03-312026-04-09

VV VANGUARD INDEX FDS6.2K shares-26.18%2026-03-312026-04-09

ARES ARES MANAGEMENT CORPORATION16.8K sharesnew addition2026-03-312026-04-09

GE AEROSPACE GE AEROSPACE6.1K shares47.40%2026-03-312026-04-09

IDMO INVESCO EXCH TRADED FD TR II31.3K shares34.48%2026-03-312026-04-09

Sponsored

IWS ISHARES TR11.6K shares-10.26%2026-03-312026-04-09

PANW PALO ALTO NETWORKS INC10.4K shares-15.79%2026-03-312026-04-09

T AT&T INC56.8K shares-1.73%2026-03-312026-04-09

SPYM SPDR SERIES TRUST21.0K shares-11.41%2026-03-312026-04-09

CAT CATERPILLAR INC2.3K shares148.18%2026-03-312026-04-09

VB VANGUARD INDEX FDS6.1K shares67.53%2026-03-312026-04-09

VGT VANGUARD WORLD FD2.3K shares3.60%2026-03-312026-04-09

GVAL CAMBRIA ETF TR47.3K shares27.49%2026-03-312026-04-09

Sponsored

DELL DELL TECHNOLOGIES INC9.5K shares-29.73%2026-03-312026-04-09

DFIV DIMENSIONAL ETF TRUST28.9K shares79.90%2026-03-312026-04-09

PFFA ETFIS SER TR I73.1K shares7.31%2026-03-312026-04-09

IRSA INVERSIONES Y REP S A IRSA INVERSIONES Y REP S A91.0K shares45.81%2026-03-312026-04-09

SDHY PGIM SHORT DUR HIG YLD OPP F90.1K shares4.48%2026-03-312026-04-09

ZETA ZETA GLOBAL HOLDINGS CORP90.1K shares39.38%2026-03-312026-04-09

AMD ADVANCED MICRO DEVICES INC6.9K shares7.01%2026-03-312026-04-09

ABBV ABBVIE INC6.0K shares8.97%2026-03-312026-04-09

Sponsored

JPM JPMORGAN CHASE & CO4.4K shares8.44%2026-03-312026-04-09

TT TRANE TECHNOLOGIES PLC3.0K sharesnew addition2026-03-312026-04-09

GDX VANECK ETF TRUST13.6K shares-4.84%2026-03-312026-04-09

RWL INVESCO EXCH TRADED FD TR II10.7K shares13.62%2026-03-312026-04-09

TFLO ISHARES TR23.9K shares-0.84%2026-03-312026-04-09

BGH BARINGS GLOBAL SHORT DURATIO86.2K shares17.51%2026-03-312026-04-09

VIG VANGUARD SPECIALIZED FUNDS5.4K shares0.00%2026-03-312026-04-09

XMMO INVESCO EXCHANGE TRADED FD T7.9K shares-89.08%2026-03-312026-04-09

Sponsored

SGOV ISHARES TR11.3K shares-0.79%2026-03-312026-04-09

KYN KAYNE ANDERSON ENERGY INFRST78.9K shares-12.63%2026-03-312026-04-09

PHO INVESCO EXCHANGE TRADED FD T16.6K shares21.63%2026-03-312026-04-09

MU MICRON TECHNOLOGY INC3.2K sharesnew addition2026-03-312026-04-09

PWB INVESCO EXCHANGE TRADED FD T8.2K shares36.96%2026-03-312026-04-09

ITA ISHARES TR4.7K shares9.29%2026-03-312026-04-09

RTX RTX CORPORATION5.3K shares196.38%2026-03-312026-04-09

INCM FRANKLIN TEMPLETON ETF TR34.0K shares70.96%2026-03-312026-04-09

Sponsored

SMH VANECK ETF TRUST2.5K shares26.68%2026-03-312026-04-09

HTGC HERCULES CAPITAL INC65.5K shares35.08%2026-03-312026-04-09

BA BOEING CO4.8K shares-1.18%2026-03-312026-04-09

IBM INTERNATIONAL BUSINESS MACHS3.9K shares-0.61%2026-03-312026-04-09

GLW CORNING INC6.8K shares-5.41%2026-03-312026-04-09

PVAL PUTNAM ETF TRUST20.0K shares121.65%2026-03-312026-04-09

IWY ISHARES TR3.7K shares2.62%2026-03-312026-04-09

CAH CARDINAL HEALTH INC4.3K shares272.16%2026-03-312026-04-09

Sponsored

JNJ JOHNSON & JOHNSON3.7K shares-16.08%2026-03-312026-04-09

AEP AMERICAN ELEC PWR CO INC6.8K shares-3.78%2026-03-312026-04-09

VXF VANGUARD INDEX FDS4.3K shares0.00%2026-03-312026-04-09

ISRG INTUITIVE SURGICAL INC1.8K shares134.12%2026-03-312026-04-09

TRGP TARGA RES CORP3.2K shares-74.89%2026-03-312026-04-09

EME EMCOR GROUP INC1.1K sharesnew addition2026-03-312026-04-09

SETM SPROTT FDS TR23.1K sharesnew addition2026-03-312026-04-09

F FORD MTR CO64.1K shares9.33%2026-03-312026-04-09

Sponsored

AMGN AMGEN INC2.1K shares-4.87%2026-03-312026-04-09

NFLX NETFLIX INC.7.6K shares-7.61%2026-03-312026-04-09

WFC WELLS FARGO & CO9.2K shares14.35%2026-03-312026-04-09

AFL AFLAC INC6.6K shares259.30%2026-03-312026-04-09

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-09

WAB WABTEC2.8K sharesnew addition2026-03-312026-04-09

MO ALTRIA GROUP INC10.3K shares0.00%2026-03-312026-04-09

TPR TAPESTRY INC4.8K sharesnew addition2026-03-312026-04-09

Sponsored

STLD STEEL DYNAMICS INC3.6K sharesnew addition2026-03-312026-04-09

PFE PFIZER INC22.9K shares-14.90%2026-03-312026-04-09

XMHQ INVESCO EXCHANGE TRADED FD T6.2K shares-43.31%2026-03-312026-04-09

CMI CUMMINS INC1.2K sharesnew addition2026-03-312026-04-09

ASML ASML HLDG NV479 shares-0.21%2026-03-312026-04-09

BLD TOPBUILD COR1.8K shares-14.58%2026-03-312026-04-09

DIS DISNEY WALT CO6.3K shares0.14%2026-03-312026-04-09

BK BANK NEW YORK MELLON CORP5.1K sharesnew addition2026-03-312026-04-09

Sponsored

BMY BRISTOL-MYERS SQUIBB CO10.0K shares-1.85%2026-03-312026-04-09

DTE DTE ENERGY CO4.1K shares-14.64%2026-03-312026-04-09

SYK STRYKER CORPORATION1.8K shares1.16%2026-03-312026-04-09

APH AMPHENOL CORP4.7K sharesnew addition2026-03-312026-04-09

PH PARKER-HANNIFIN CORP661 shares22.41%2026-03-312026-04-09

MAR MARRIOTT INTL INC NEW1.8K shares-8.27%2026-03-312026-04-09

RL RALPH LAUREN CORP1.7K sharesnew addition2026-03-312026-04-09

VRT VERTIV HOLDINGS CO2.3K shares7.21%2026-03-312026-04-09

Sponsored

DFAT DIMENSIONAL ETF TRUST9.1K shares0.00%2026-03-312026-04-09

SHOP SHOPIFY INC4.7K shares0.00%2026-03-312026-04-09

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC5.7K shares-2.30%2026-03-312026-04-09

SHYG ISHARES TR13.2K shares1.09%2026-03-312026-04-09

MPC MARATHON PETE CORP2.3K shares0.04%2026-03-312026-04-09

UNH UNITEDHEALTH GROUP INC2.0K shares-1.91%2026-03-312026-04-09

FBTC FIDELITY WISE ORIGIN BITCOIN9.1K shares-15.84%2026-03-312026-04-09

IJH ISHARES TR7.9K shares-38.01%2026-03-312026-04-09

Sponsored

IOO ISHARES TR4.4K shares5.92%2026-03-312026-04-09

COWZ PACER FDS TR8.5K shares86.32%2026-03-312026-04-09

NDAQ NASDAQ INC6.2K sharesnew addition2026-03-312026-04-09

CSX CSX CORP12.8K shares-0.56%2026-03-312026-04-09

VFLO VICTORY PORTFOLIOS II13.3K shares0.02%2026-03-312026-04-09

XLE SELECT SECTOR SPDR TR8.5K shares-6.84%2026-03-312026-04-09

PSI INVESCO EXCHANGE TRADED FD T5.5K shares83.93%2026-03-312026-04-09

CEG CONSTELLATION ENERGY CORP1.8K sharesnew addition2026-03-312026-04-09

Sponsored

RNP COHEN & STEERS REIT & PFD &25.9K shares0.05%2026-03-312026-04-09

AXP AMERICAN EXPRESS CO1.7K shares-28.26%2026-03-312026-04-09

CBRE CBRE GROUP INC3.7K sharesnew addition2026-03-312026-04-09

CSCO CISCO SYS INC6.5K shares-3.89%2026-03-312026-04-09

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.8K shares3.70%2026-03-312026-04-09

GBTC GRAYSCALE BITCOIN TRUST ETF9.3K shares-2.68%2026-03-312026-04-09

DVY ISHARES TR3.2K shares-3.97%2026-03-312026-04-09

SIL GLOBAL X FDS5.1K shares-26.07%2026-03-312026-04-09

Sponsored

BINC BLACKROCK ETF TRUST II8.9K shares4.78%2026-03-312026-04-09

ULTA ULTA BEAUTY INC879 shares0.00%2026-03-312026-04-09

SDY SPDR SERIES TRUST3.1K shares-0.13%2026-03-312026-04-09

SCHD SCHWAB STRATEGIC TR14.5K shares-8.89%2026-03-312026-04-09

PFRL PGIM ETF TR8.9K shares-3.40%2026-03-312026-04-09

SO SOUTHERN CO4.5K shares-53.29%2026-03-312026-04-09

IVW ISHARES TR3.8K shares-6.99%2026-03-312026-04-09

DAPP VANECK ETF TRUST28.5K shares-4.42%2026-03-312026-04-09

Sponsored

SLV ISHARES SILVER TR6.1K shares2.36%2026-03-312026-04-09

PAA PLAINS ALL AMERN PIPELINE L18.5K shares-17.07%2026-03-312026-04-09

FANG DIAMONDBACK ENERGY INC2.1K shares2.79%2026-03-312026-04-09

DTM DT MIDSTREAM INC3.0K shares-17.92%2026-03-312026-04-09

IWL ISHARES TR2.5K shares2.67%2026-03-312026-04-09

PEP PEPSICO INC2.6K shares-5.33%2026-03-312026-04-09

MA MASTERCARD INCORPORATED806 shares11.48%2026-03-312026-04-09

LNG CHENIERE ENERGY INC1.4K shares13.94%2026-03-312026-04-09

Sponsored

ZTS ZOETIS INC3.3K shares5.73%2026-03-312026-04-09

VTV VANGUARD INDEX FDS1.9K shares52.35%2026-03-312026-04-09

LOW LOWES COS INC1.6K shares-2.25%2026-03-312026-04-09

ISHARES GOLD TR ISHARES GOLD TR4.3K shares-9.04%2026-03-312026-04-09

ET ENERGY TRANSFER L P19.6K shares-26.40%2026-03-312026-04-09

MS MORGAN STANLEY2.3K shares25.41%2026-03-312026-04-09

CVSB MORGAN STANLEY ETF TRUST7.4K shares0.00%2026-03-312026-04-09

IEFA ISHARES TR4.1K shares-3.34%2026-03-312026-04-09

Sponsored

LINC LINCOLN EDL SVCS CORP9.1K shares-85.47%2026-03-312026-04-09

VCSH VANGUARD SCOTTSDALE FDS4.6K shares0.17%2026-03-312026-04-09

SHY ISHARES TR4.4K shares-0.16%2026-03-312026-04-09

SIXO AIM ETF PRODUCTS TRUST10.7K shares0.00%2026-03-312026-04-09

VUG VANGUARD INDEX FDS826 shares2.48%2026-03-312026-04-09

PHYS SPROTT ASSET MANAGEMENT LP10.2K shares0.00%2026-03-312026-04-09

FDUS FIDUS INVT CORP20.6K shares33.44%2026-03-312026-04-09

PRU PRUDENTIAL FINL INC3.6K sharesnew addition2026-03-312026-04-09

Sponsored

USMV ISHARES TR3.8K shares0.00%2026-03-312026-04-09

AMAT APPLIED MATLS INC1.0K shares8.19%2026-03-312026-04-09

SPEM SPDR INDEX SHS FDS7.3K shares-0.48%2026-03-312026-04-09

IMCG ISHARES TR4.3K shares-4.74%2026-03-312026-04-09

TSLR GRANITESHARES ETF TR16.4K shares26.70%2026-03-312026-04-09

SIXZ AIM ETF PRODUCTS TRUST11.7K shares0.00%2026-03-312026-04-09

TGT TARGET CORP2.8K shares-9.49%2026-03-312026-04-09

MPLX MPLX LP5.7K shares0.79%2026-03-312026-04-09

Sponsored

QCOM QUALCOMM INC2.5K shares1.40%2026-03-312026-04-09

PAYX PAYCHEX INC3.5K shares-5.70%2026-03-312026-04-09

IWF ISHARES TR765 shares-3.16%2026-03-312026-04-09

JEPQ J P MORGAN EXCHANGE TRADED F5.9K shares12.94%2026-03-312026-04-09

SNOW SNOWFLAKE INC2.1K shares6.25%2026-03-312026-04-09

MCK MCKESSON CORP363 shares-9.48%2026-03-312026-04-09

DE DEERE & CO554 shares-16.06%2026-03-312026-04-09

HLT HILTON WORLDWIDE HLDGS INC1.0K shares-50.91%2026-03-312026-04-09

Sponsored

BLACKSTONE INC BLACKSTONE INC2.7K shares12.48%2026-03-312026-04-09

MBS ANGEL OAK FUNDS TRUST35.8K sharesnew addition2026-03-312026-04-09

CITIGROUP INC CITIGROUP INC2.7K shares-18.90%2026-03-312026-04-09

RSG REPUBLIC SVCS INC1.4K shares-2.80%2026-03-312026-04-09

VEA VANGUARD TAX-MANAGED FDS4.7K sharesnew addition2026-03-312026-04-09

IDEV ISHARES TR3.6K shares-40.33%2026-03-312026-04-09

AGGH SIMPLIFY EXCHANGE TRADED FUN14.8K sharesnew addition2026-03-312026-04-09

CTVA CORTEVA INC3.6K shares0.00%2026-03-312026-04-09

Sponsored

NOW SERVICENOW INC2.8K shares-21.88%2026-03-312026-04-09

VWO VANGUARD INTL EQUITY INDEX F5.4K shares-31.97%2026-03-312026-04-09

LMT LOCKHEED MARTIN CORP482 shares-40.05%2026-03-312026-04-09

ADBE ADOBE INC1.2K shares23.27%2026-03-312026-04-09

ROCKET LAB CORP ROCKET LAB CORP4.4K shares2.39%2026-03-312026-04-09

VLO VALERO ENERGY CORP1.1K sharesnew addition2026-03-312026-04-09

SPH SUBURBAN PROPANE PARTNERS L14.3K shares1.67%2026-03-312026-04-09

PGR PROGRESSIVE CORP1.4K shares-75.69%2026-03-312026-04-09

Sponsored

CVS CVS HEALTH CORP3.8K shares27.47%2026-03-312026-04-09

UTES ETFIS SER TR I3.4K shares15.30%2026-03-312026-04-09

SIXJ AIM ETF PRODUCTS TRUST8.0K sharesnew addition2026-03-312026-04-09

FEBW AIM ETF PRODUCTS TRUST8.0K shares0.00%2026-03-312026-04-09

DOW DOW HLDGS INC6.4K shares-27.92%2026-03-312026-04-09

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.4K sharesnew addition2026-03-312026-04-09

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL675 sharesnew addition2026-03-312026-04-09

CRM SALESFORCE INC1.4K shares-91.59%2026-03-312026-04-09

Sponsored

HON HONEYWELL INTL INC1.1K shares9.13%2026-03-312026-04-09

XPO XPO INC1.3K shares-10.75%2026-03-312026-04-09

FSK FS KKR CAP CORP25.4K shares13.34%2026-03-312026-04-09

PSX PHILLIPS 661.4K sharesnew addition2026-03-312026-04-09

INTC INTEL CORP5.8K shares-13.86%2026-03-312026-04-09

MSI MOTOROLA SOLUTIONS INC585 shares-49.87%2026-03-312026-04-09

BIL SPDR SERIES TRUST2.8K shares-0.90%2026-03-312026-04-09

BLACKROCK INC BLACKROCK INC262 shares7.38%2026-03-312026-04-09

Sponsored

NOC NORTHROP GRUMMAN CORP363 shares-41.92%2026-03-312026-04-09

DFIS DIMENSIONAL ETF TRUST7.3K shares5.22%2026-03-312026-04-09

JEPI J P MORGAN EXCHANGE TRADED F4.3K shares16.45%2026-03-312026-04-09

HSY HERSHEY CO1.2K shares-6.43%2026-03-312026-04-09

IR INGERSOLL RAND INC3.0K sharesnew addition2026-03-312026-04-09

BP BP PLC5.1K sharesnew addition2026-03-312026-04-09

SHEL SHELL PLC2.6K sharesnew addition2026-03-312026-04-09

QNITY ELECTRONICS INC QNITY ELECTRONICS INC2.1K sharesnew addition2026-03-312026-04-09

Sponsored

COP CONOCOPHILLIPS1.8K sharesnew addition2026-03-312026-04-09

VTR VENTAS INC2.9K sharesnew addition2026-03-312026-04-09

FTI TECHNIPFMC PLC3.4K sharesnew addition2026-03-312026-04-09

DAL DELTA AIR LINES INC3.6K shares6.08%2026-03-312026-04-09

SLQD ISHARES TR4.7K shares0.39%2026-03-312026-04-09

NMZ NUVEEN MUN HIGH INCOME OPPOR22.6K shares114.63%2026-03-312026-04-09

RCL ROYAL CARIBBEAN GROUP851 shares0.12%2026-03-312026-04-09

CDNS CADENCE DESIGN SYSTEM INC842 shares-0.12%2026-03-312026-04-09

Sponsored

GM GENERAL MTRS CO3.1K shares-11.36%2026-03-312026-04-09

CATH GLOBAL X FDS3.0K shares-1.20%2026-03-312026-04-09

TOST TOAST INC8.6K shares0.97%2026-03-312026-04-09

SHW SHERWIN WILLIAMS CO709 shares-12.36%2026-03-312026-04-09

BABA ALIBABA GROUP HLDG LTD1.8K shares-1.26%2026-03-312026-04-09

FLRT PACER FDS TR4.8K shares0.00%2026-03-312026-04-09

XYZ BLOCK INC3.7K shares-3.29%2026-03-312026-04-09

ALPS ETF TR ALPS ETF TR4.1K sharesnew addition2026-03-312026-04-09

Sponsored

GBIL GOLDMAN SACHS ETF TR2.2K sharesnew addition2026-03-312026-04-09

SBUX STARBUCKS CORP2.4K shares-0.53%2026-03-312026-04-09

SCHB SCHWAB STRATEGIC TR8.6K shares-7.00%2026-03-312026-04-09

CMCSA COMCAST CORP NEW7.5K shares-19.93%2026-03-312026-04-09

IDHQ INVESCO EXCH TRADED FD TR II6.1K shares-8.26%2026-03-312026-04-09

OXY OCCIDENTAL PETE CORP3.3K sharesnew addition2026-03-312026-04-09

FDX FEDEX CORP597 sharesnew addition2026-03-312026-04-09

WDC WESTERN DIGITAL CORP783 sharesnew addition2026-03-312026-04-09

Sponsored

LINDE PLC LINDE PLC421 sharesnew addition2026-03-312026-04-09

ARISTA NETWORKS INC ARISTA NETWORKS INC1.7K shares-63.16%2026-03-312026-04-09

FI FISERV INC3.7K shares-15.44%2026-03-312026-04-09

ARCC ARES CAPITAL CORP10.4K shares-9.02%2026-03-312026-04-09

SCO PROSHARES TR II20.0K sharesnew addition2026-03-312026-04-09

CRF CORNERSTONE TOTAL RETURN FD21.9K sharesnew addition2026-03-312026-04-09

BITX VOLATILITY SHS TR10.2K shares14.79%2026-03-312026-04-09

LUMN LUMEN TECHNOLOGIES INC19.6K shares6.72%2026-03-312026-04-09

Sponsored

TWO HARBORS INVENTMENT CORPO TWO HARBORS INVENTMENT CORPO10.3K sharesnew addition2026-03-312026-04-09

CLM CORNERSTONE STRATEGIC INVEST12.5K sharesnew addition2026-03-312026-04-09

CGEN COMPUGEN LTD40.0K shares0.00%2026-03-312026-04-09

FSP FRANKLIN STR PPTYS CORP35.0K shares250.00%2026-03-312026-04-09

MIST MILESTONE PHARMACEUTICALS IN10.0K shares0.00%2026-03-312026-04-09

VGIT

VANGUARD SCOTTSDALE FDS

11.76%

Shares621.5K

Event2026-03-31

Filed2026-04-09

NVDA

NVIDIA CORPORATION

4.80%

Shares141.0K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

-13.86%

Shares29.2K

Event2026-03-31

Filed2026-04-09

QQQM

INVESCO EXCH TRADED FD TR II

4.75%

Shares66.7K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

-1.37%

Shares61.0K

Event2026-03-31

Filed2026-04-09

IVV

ISHARES TR

6.98%

Shares23.0K

Event2026-03-31

Filed2026-04-09

SRLN

SSGA ACTIVE ETF TR

13.07%

Shares356.1K

Event2026-03-31

Filed2026-04-09

IGSB

ISHARES TR

11.16%

Shares265.8K

Event2026-03-31

Filed2026-04-09

LMBS

FIRST TR EXCHANGE-TRADED FD

10.07%

Shares278.1K

Event2026-03-31

Filed2026-04-09

JMBS

JANUS DETROIT STR TR

11.45%

Shares305.6K

Event2026-03-31

Filed2026-04-09

JAAA

JANUS DETROIT STR TR

-1.53%

Shares226.4K

Event2026-03-31

Filed2026-04-09

VANGUARD INTL EQUITY INDEX F

8.31%

Shares64.5K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

8.26%

Shares23.9K

Event2026-03-31

Filed2026-04-09

COST

COSTCO WHOLESALE CORPORATION

9.10%

Shares8.8K

Event2026-03-31

Filed2026-04-09

CGDV

CAPITAL GROUP DIVIDEND VALUE

2.78%

Shares190.2K

Event2026-03-31

Filed2026-04-09

TSLA

TESLA INC

8.81%

Shares21.6K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

12.36%

Shares34.1K

Event2026-03-31

Filed2026-04-09

GOF

GUGGENHEIM STRATEGIC OPPORTU

14.28%

Shares623.4K

Event2026-03-31

Filed2026-04-09

VTIP

VANGUARD MALVERN FDS

66.03%

Shares128.3K

Event2026-03-31

Filed2026-04-09

SCHG

SCHWAB STRATEGIC TR

18.07%

Shares211.4K

Event2026-03-31

Filed2026-04-09

LLY

ELI LILLY & CO

-1.11%

Shares6.7K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

-1.94%

Shares20.9K

Event2026-03-31

Filed2026-04-09

BIV

VANGUARD BD INDEX FDS

55.67%

Shares74.4K

Event2026-03-31

Filed2026-04-09

SPY

STATE STR SPDR S&P 500 ETF T

-20.46%

Shares8.7K

Event2026-03-31

Filed2026-04-09

BROADCOM INC

197.21%

Shares18.1K

Event2026-03-31

Filed2026-04-09

LAM RESEARCH CORP

-21.52%

Shares25.1K

Event2026-03-31

Filed2026-04-09

VISA INC

13.46%

Shares17.6K

Event2026-03-31

Filed2026-04-09

WMT

WALMART INC

-14.30%

Shares41.5K

Event2026-03-31

Filed2026-04-09

PLTR

PALANTIR TECHNOLOGIES INC

364.10%

Shares34.1K

Event2026-03-31

Filed2026-04-09

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-12.65%

Shares14.7K

Event2026-03-31

Filed2026-04-09

CRWD

CROWDSTRIKE HLDGS INC

24.38%

Shares12.4K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

163.89%

Shares16.6K

Event2026-03-31

Filed2026-04-09

MCD

MCDONALDS CORP

1.03%

Shares14.7K

Event2026-03-31

Filed2026-04-09

IBIT

ISHARES BITCOIN TRUST ETF

59.28%

Shares114.3K

Event2026-03-31

Filed2026-04-09

UBER

UBER TECHNOLOGIES INC

29.93%

Shares59.7K

Event2026-03-31

Filed2026-04-09

INVESCO QQQ TR

-17.74%

Shares7.4K

Event2026-03-31

Filed2026-04-09

XOM

EXXON MOBIL CORP

-13.60%

Shares24.6K

Event2026-03-31

Filed2026-04-09

ASTS

AST SPACEMOBILE INC

-7.97%

Shares48.8K

Event2026-03-31

Filed2026-04-09

GNRC

GENERAC HLDGS INC

-0.57%

Shares20.7K

Event2026-03-31

Filed2026-04-09

SCHW

SCHWAB CHARLES CORP

8.30%

Shares43.0K

Event2026-03-31

Filed2026-04-09

MIRM

MIRUM PHARMACEUTICALS INC

-13.37%

Shares43.6K

Event2026-03-31

Filed2026-04-09

BMRN

BIOMARIN PHARMACEUTICAL INC

New

Shares70.4K

Event2026-03-31

Filed2026-04-09

FSLR

FIRST SOLAR INC

17.27%

Shares20.1K

Event2026-03-31

Filed2026-04-09

OUSM

ALPS ETF TR

11.12%

Shares89.7K

Event2026-03-31

Filed2026-04-09

BBEU

J P MORGAN EXCHANGE TRADED F

6.48%

Shares53.6K

Event2026-03-31

Filed2026-04-09

ZSCALER INC

2032.65%

Shares27.1K

Event2026-03-31

Filed2026-04-09

LDOS

LEIDOS HOLDINGS INC

17.41%

Shares23.7K

Event2026-03-31

Filed2026-04-09

ORKA

ORUKA THERAPEUTICS INC

-11.32%

Shares72.4K

Event2026-03-31

Filed2026-04-09

FIX

COMFORT SYS USA INC

-41.69%

Shares2.6K

Event2026-03-31

Filed2026-04-09

MCI

BARINGS CORPORATE INVS

68.87%

Shares200.8K

Event2026-03-31

Filed2026-04-09

GEV

GE VERNOVA INC

26.71%

Shares3.8K

Event2026-03-31

Filed2026-04-09

CVX

CHEVRON CORPORATION

-10.94%

Shares15.8K

Event2026-03-31

Filed2026-04-09

IUSB

ISHARES TR

16.27%

Shares70.3K

Event2026-03-31

Filed2026-04-09

NEAR

ISHARES U S ETF TR

17.28%

Shares63.9K

Event2026-03-31

Filed2026-04-09

MERCK & CO INC

-5.71%

Shares26.3K

Event2026-03-31

Filed2026-04-09

VERIZON COMMUNICATIONS INC

-2.86%

Shares62.8K

Event2026-03-31

Filed2026-04-09

FTEC

FIDELITY COVINGTON TRUST

-6.54%

Shares14.7K

Event2026-03-31

Filed2026-04-09

META

META PLATFORMS INC

-9.62%

Shares5.3K

Event2026-03-31

Filed2026-04-09

PROCTER & GAMBLE CO

7.91%

Shares20.8K

Event2026-03-31

Filed2026-04-09

BLV

VANGUARD BD INDEX FDS

-19.08%

Shares43.0K

Event2026-03-31

Filed2026-04-09

WASTE MGMT INC DEL

-3.79%

Shares12.6K

Event2026-03-31

Filed2026-04-09

COCA COLA CO

-6.49%

Shares37.9K

Event2026-03-31

Filed2026-04-09

BAC

BANK AMERICA CORP

6.77%

Shares57.4K

Event2026-03-31

Filed2026-04-09

SCHV

SCHWAB STRATEGIC TR

15.92%

Shares91.4K

Event2026-03-31

Filed2026-04-09

QVOY

ULTIMUS MANAGERS TR

1009.27%

Shares94.3K

Event2026-03-31

Filed2026-04-09

GLD

SPDR GOLD TR

0.62%

Shares6.0K

Event2026-03-31

Filed2026-04-09

ORCL

ORACLE CORP

36.07%

Shares17.6K

Event2026-03-31

Filed2026-04-09

IREN

IREN LIMITED

106.77%

Shares73.7K

Event2026-03-31

Filed2026-04-09

MSTR

STRATEGY INC

-1.24%

Shares20.0K

Event2026-03-31

Filed2026-04-09

FIGR

FIGURE TECHNOLOGY SOLUTIO

54.98%

Shares72.1K

Event2026-03-31

Filed2026-04-09

IWD

ISHARES TR

-9.41%

Shares11.3K

Event2026-03-31

Filed2026-04-09

HOME DEPOT INC

2.87%

Shares7.1K

Event2026-03-31

Filed2026-04-09

XLU

SELECT SECTOR SPDR TR

4.64%

Shares50.4K

Event2026-03-31

Filed2026-04-09

KROGER CO

1.99%

Shares32.0K

Event2026-03-31

Filed2026-04-09

GOLDMAN SACHS GROUP INC

49.58%

Shares2.7K

Event2026-03-31

Filed2026-04-09

BERKSHIRE HATHAWAY INC DEL

-8.46%

Shares4.6K

Event2026-03-31

Filed2026-04-09

FITB

FIFTH THIRD BANCORP

9.69%

Shares47.0K

Event2026-03-31

Filed2026-04-09

PHILIP MORRIS INTL INC

0.63%

Shares13.0K

Event2026-03-31

Filed2026-04-09

WTRG

ESSENTIAL UTILS INC

5.68%

Shares53.1K

Event2026-03-31

Filed2026-04-09

NEM

NEWMONT CORP

-18.19%

Shares19.6K

Event2026-03-31

Filed2026-04-09

EWBC

EAST WEST BANCORP INC

11.02%

Shares19.9K

Event2026-03-31

Filed2026-04-09

VTI

VANGUARD INDEX FDS

-7.03%

Shares6.6K

Event2026-03-31

Filed2026-04-09

GENERAL DYNAMICS CORP

2.71%

Shares6.1K

Event2026-03-31

Filed2026-04-09

EIX

EDISON INTL

-16.32%

Shares28.5K

Event2026-03-31

Filed2026-04-09

DIA

STATE STR SPDR DOW JONES IND

-21.11%

Shares4.4K

Event2026-03-31

Filed2026-04-09

ICE

INTERCONTINENTAL EXCHANGE IN

14.49%

Shares13.0K

Event2026-03-31

Filed2026-04-09

RSPT

INVESCO EXCHANGE TRADED FD T

-0.01%

Shares44.8K

Event2026-03-31

Filed2026-04-09

ABT

ABBOTT LABORATORIES

29.39%

Shares19.7K

Event2026-03-31

Filed2026-04-09

TLTW

ISHARES TR

146.39%

Shares87.8K

Event2026-03-31

Filed2026-04-09

VICI

VICI PPTYS INC

24.10%

Shares72.6K

Event2026-03-31

Filed2026-04-09

IJR

ISHARES TR

-17.49%

Shares15.7K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

51.49%

Shares6.6K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

-26.18%

Shares6.2K

Event2026-03-31

Filed2026-04-09

ARES

ARES MANAGEMENT CORPORATION

New

Shares16.8K

Event2026-03-31

Filed2026-04-09

GE AEROSPACE

47.40%

Shares6.1K

Event2026-03-31

Filed2026-04-09

IDMO

INVESCO EXCH TRADED FD TR II

34.48%

Shares31.3K

Event2026-03-31

Filed2026-04-09

IWS

ISHARES TR

-10.26%

Shares11.6K

Event2026-03-31

Filed2026-04-09

PANW

PALO ALTO NETWORKS INC

-15.79%

Shares10.4K

Event2026-03-31

Filed2026-04-09

AT&T INC

-1.73%

Shares56.8K

Event2026-03-31

Filed2026-04-09

SPYM

SPDR SERIES TRUST

-11.41%

Shares21.0K

Event2026-03-31

Filed2026-04-09

CAT

CATERPILLAR INC

148.18%

Shares2.3K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

67.53%

Shares6.1K

Event2026-03-31

Filed2026-04-09

VGT

VANGUARD WORLD FD

3.60%

Shares2.3K

Event2026-03-31

Filed2026-04-09

GVAL

CAMBRIA ETF TR

27.49%

Shares47.3K

Event2026-03-31

Filed2026-04-09

DELL

DELL TECHNOLOGIES INC

-29.73%

Shares9.5K

Event2026-03-31

Filed2026-04-09

DFIV

DIMENSIONAL ETF TRUST

79.90%

Shares28.9K

Event2026-03-31

Filed2026-04-09

PFFA

ETFIS SER TR I

7.31%

Shares73.1K

Event2026-03-31

Filed2026-04-09

IRSA INVERSIONES Y REP S A

45.81%

Shares91.0K

Event2026-03-31

Filed2026-04-09

SDHY

PGIM SHORT DUR HIG YLD OPP F

4.48%

Shares90.1K

Event2026-03-31

Filed2026-04-09

ZETA

ZETA GLOBAL HOLDINGS CORP

39.38%

Shares90.1K

Event2026-03-31

Filed2026-04-09

AMD

ADVANCED MICRO DEVICES INC

7.01%

Shares6.9K

Event2026-03-31

Filed2026-04-09

ABBV

ABBVIE INC

8.97%

Shares6.0K

Event2026-03-31

Filed2026-04-09

JPM

JPMORGAN CHASE & CO

8.44%

Shares4.4K

Event2026-03-31

Filed2026-04-09

TRANE TECHNOLOGIES PLC

New

Shares3.0K

Event2026-03-31

Filed2026-04-09

GDX

VANECK ETF TRUST

-4.84%

Shares13.6K

Event2026-03-31

Filed2026-04-09

RWL

INVESCO EXCH TRADED FD TR II

13.62%

Shares10.7K

Event2026-03-31

Filed2026-04-09

TFLO

ISHARES TR

-0.84%

Shares23.9K

Event2026-03-31

Filed2026-04-09

BGH

BARINGS GLOBAL SHORT DURATIO

17.51%

Shares86.2K

Event2026-03-31

Filed2026-04-09

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-09

XMMO

INVESCO EXCHANGE TRADED FD T

-89.08%

Shares7.9K

Event2026-03-31

Filed2026-04-09

SGOV

ISHARES TR

-0.79%

Shares11.3K

Event2026-03-31

Filed2026-04-09

KYN

KAYNE ANDERSON ENERGY INFRST

-12.63%

Shares78.9K

Event2026-03-31

Filed2026-04-09

PHO

INVESCO EXCHANGE TRADED FD T

21.63%

Shares16.6K

Event2026-03-31

Filed2026-04-09

MICRON TECHNOLOGY INC

New

Shares3.2K

Event2026-03-31

Filed2026-04-09

PWB

INVESCO EXCHANGE TRADED FD T

36.96%

Shares8.2K

Event2026-03-31

Filed2026-04-09

ITA

ISHARES TR

9.29%

Shares4.7K

Event2026-03-31

Filed2026-04-09

RTX

RTX CORPORATION

196.38%

Shares5.3K

Event2026-03-31

Filed2026-04-09

INCM

FRANKLIN TEMPLETON ETF TR

70.96%

Shares34.0K

Event2026-03-31

Filed2026-04-09

SMH

VANECK ETF TRUST

26.68%

Shares2.5K

Event2026-03-31

Filed2026-04-09

HTGC

HERCULES CAPITAL INC

35.08%

Shares65.5K

Event2026-03-31

Filed2026-04-09

BOEING CO

-1.18%

Shares4.8K

Event2026-03-31

Filed2026-04-09

IBM

INTERNATIONAL BUSINESS MACHS

-0.61%

Shares3.9K

Event2026-03-31

Filed2026-04-09

GLW

CORNING INC

-5.41%

Shares6.8K

Event2026-03-31

Filed2026-04-09

PVAL

PUTNAM ETF TRUST

121.65%

Shares20.0K

Event2026-03-31

Filed2026-04-09

IWY

ISHARES TR

2.62%

Shares3.7K

Event2026-03-31

Filed2026-04-09

CAH

CARDINAL HEALTH INC

272.16%

Shares4.3K

Event2026-03-31

Filed2026-04-09

JNJ

JOHNSON & JOHNSON

-16.08%

Shares3.7K

Event2026-03-31

Filed2026-04-09

AEP

AMERICAN ELEC PWR CO INC

-3.78%

Shares6.8K

Event2026-03-31

Filed2026-04-09

VXF

VANGUARD INDEX FDS

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-09

ISRG

INTUITIVE SURGICAL INC

134.12%

Shares1.8K

Event2026-03-31

Filed2026-04-09

TRGP

TARGA RES CORP

-74.89%

Shares3.2K

Event2026-03-31

Filed2026-04-09

EME

EMCOR GROUP INC

New

Shares1.1K

Event2026-03-31

Filed2026-04-09

SETM

SPROTT FDS TR

New

Shares23.1K

Event2026-03-31

Filed2026-04-09

FORD MTR CO

9.33%

Shares64.1K

Event2026-03-31

Filed2026-04-09

AMGN

AMGEN INC

-4.87%

Shares2.1K

Event2026-03-31

Filed2026-04-09

NFLX

NETFLIX INC.

-7.61%

Shares7.6K

Event2026-03-31

Filed2026-04-09

WFC

WELLS FARGO & CO

14.35%

Shares9.2K

Event2026-03-31

Filed2026-04-09

AFL

AFLAC INC

259.30%

Shares6.6K

Event2026-03-31

Filed2026-04-09

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-09

WAB

WABTEC

New

Shares2.8K

Event2026-03-31

Filed2026-04-09

ALTRIA GROUP INC

0.00%

Shares10.3K

Event2026-03-31

Filed2026-04-09

TPR

TAPESTRY INC

New

Shares4.8K

Event2026-03-31

Filed2026-04-09

STLD

STEEL DYNAMICS INC

New

Shares3.6K

Event2026-03-31

Filed2026-04-09

PFE

PFIZER INC

-14.90%

Shares22.9K

Event2026-03-31

Filed2026-04-09

XMHQ

INVESCO EXCHANGE TRADED FD T

-43.31%

Shares6.2K

Event2026-03-31

Filed2026-04-09

CMI

CUMMINS INC

New

Shares1.2K

Event2026-03-31

Filed2026-04-09

ASML

ASML HLDG NV

-0.21%

Shares479

Event2026-03-31

Filed2026-04-09

BLD

TOPBUILD COR

-14.58%

Shares1.8K

Event2026-03-31

Filed2026-04-09

DIS

DISNEY WALT CO

0.14%

Shares6.3K

Event2026-03-31

Filed2026-04-09

BANK NEW YORK MELLON CORP

New

Shares5.1K

Event2026-03-31

Filed2026-04-09

BMY

BRISTOL-MYERS SQUIBB CO

-1.85%

Shares10.0K

Event2026-03-31

Filed2026-04-09

DTE

DTE ENERGY CO

-14.64%

Shares4.1K

Event2026-03-31

Filed2026-04-09

SYK

STRYKER CORPORATION

1.16%

Shares1.8K

Event2026-03-31

Filed2026-04-09

APH

AMPHENOL CORP

New

Shares4.7K

Event2026-03-31

Filed2026-04-09

PARKER-HANNIFIN CORP

22.41%

Shares661

Event2026-03-31

Filed2026-04-09

MAR

MARRIOTT INTL INC NEW

-8.27%

Shares1.8K

Event2026-03-31

Filed2026-04-09

RALPH LAUREN CORP

New

Shares1.7K

Event2026-03-31

Filed2026-04-09

VRT

VERTIV HOLDINGS CO

7.21%

Shares2.3K

Event2026-03-31

Filed2026-04-09

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares9.1K

Event2026-03-31

Filed2026-04-09

SHOP

SHOPIFY INC

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-09

MARVELL TECHNOLOGY INC

-2.30%

Shares5.7K

Event2026-03-31

Filed2026-04-09

SHYG

ISHARES TR

1.09%

Shares13.2K

Event2026-03-31

Filed2026-04-09

MPC

MARATHON PETE CORP

0.04%

Shares2.3K

Event2026-03-31

Filed2026-04-09

UNH

UNITEDHEALTH GROUP INC

-1.91%

Shares2.0K

Event2026-03-31

Filed2026-04-09

FBTC

FIDELITY WISE ORIGIN BITCOIN

-15.84%

Shares9.1K

Event2026-03-31

Filed2026-04-09

IJH

ISHARES TR

-38.01%

Shares7.9K

Event2026-03-31

Filed2026-04-09

IOO

ISHARES TR

5.92%

Shares4.4K

Event2026-03-31

Filed2026-04-09

COWZ

PACER FDS TR

86.32%

Shares8.5K

Event2026-03-31

Filed2026-04-09

NDAQ

NASDAQ INC

New

Shares6.2K

Event2026-03-31

Filed2026-04-09

CSX

CSX CORP

-0.56%

Shares12.8K

Event2026-03-31

Filed2026-04-09

VFLO

VICTORY PORTFOLIOS II

0.02%

Shares13.3K

Event2026-03-31

Filed2026-04-09

XLE

SELECT SECTOR SPDR TR

-6.84%

Shares8.5K

Event2026-03-31

Filed2026-04-09

PSI

INVESCO EXCHANGE TRADED FD T

83.93%

Shares5.5K

Event2026-03-31

Filed2026-04-09

CEG

CONSTELLATION ENERGY CORP

New

Shares1.8K

Event2026-03-31

Filed2026-04-09

RNP

COHEN & STEERS REIT & PFD &

0.05%

Shares25.9K

Event2026-03-31

Filed2026-04-09

AXP

AMERICAN EXPRESS CO

-28.26%

Shares1.7K

Event2026-03-31

Filed2026-04-09

CBRE

CBRE GROUP INC

New

Shares3.7K

Event2026-03-31

Filed2026-04-09

CSCO

CISCO SYS INC

-3.89%

Shares6.5K

Event2026-03-31

Filed2026-04-09

DUKE ENERGY CORP NEW

3.70%

Shares3.8K

Event2026-03-31

Filed2026-04-09

GBTC

GRAYSCALE BITCOIN TRUST ETF

-2.68%

Shares9.3K

Event2026-03-31

Filed2026-04-09

DVY

ISHARES TR

-3.97%

Shares3.2K

Event2026-03-31

Filed2026-04-09

SIL

GLOBAL X FDS

-26.07%

Shares5.1K

Event2026-03-31

Filed2026-04-09

BINC

BLACKROCK ETF TRUST II

4.78%

Shares8.9K

Event2026-03-31

Filed2026-04-09

ULTA

ULTA BEAUTY INC

0.00%

Shares879

Event2026-03-31

Filed2026-04-09

SDY

SPDR SERIES TRUST

-0.13%

Shares3.1K

Event2026-03-31

Filed2026-04-09

SCHD

SCHWAB STRATEGIC TR

-8.89%

Shares14.5K

Event2026-03-31

Filed2026-04-09

PFRL

PGIM ETF TR

-3.40%

Shares8.9K

Event2026-03-31

Filed2026-04-09

SOUTHERN CO

-53.29%

Shares4.5K

Event2026-03-31

Filed2026-04-09

IVW

ISHARES TR

-6.99%

Shares3.8K

Event2026-03-31

Filed2026-04-09

DAPP

VANECK ETF TRUST

-4.42%

Shares28.5K

Event2026-03-31

Filed2026-04-09

SLV

ISHARES SILVER TR

2.36%

Shares6.1K

Event2026-03-31

Filed2026-04-09

PAA

PLAINS ALL AMERN PIPELINE L

-17.07%

Shares18.5K

Event2026-03-31

Filed2026-04-09

FANG

DIAMONDBACK ENERGY INC

2.79%

Shares2.1K

Event2026-03-31

Filed2026-04-09

DTM

DT MIDSTREAM INC

-17.92%

Shares3.0K

Event2026-03-31

Filed2026-04-09

IWL

ISHARES TR

2.67%

Shares2.5K

Event2026-03-31

Filed2026-04-09

PEP

PEPSICO INC

-5.33%

Shares2.6K

Event2026-03-31

Filed2026-04-09

MASTERCARD INCORPORATED

11.48%

Shares806

Event2026-03-31

Filed2026-04-09

LNG

CHENIERE ENERGY INC

13.94%

Shares1.4K

Event2026-03-31

Filed2026-04-09

ZTS

ZOETIS INC

5.73%

Shares3.3K

Event2026-03-31

Filed2026-04-09

VTV

VANGUARD INDEX FDS

52.35%

Shares1.9K

Event2026-03-31

Filed2026-04-09

LOW

LOWES COS INC

-2.25%

Shares1.6K

Event2026-03-31

Filed2026-04-09

ISHARES GOLD TR

-9.04%

Shares4.3K

Event2026-03-31

Filed2026-04-09

ENERGY TRANSFER L P

-26.40%

Shares19.6K

Event2026-03-31

Filed2026-04-09

MORGAN STANLEY

25.41%

Shares2.3K

Event2026-03-31

Filed2026-04-09

CVSB

MORGAN STANLEY ETF TRUST

0.00%

Shares7.4K

Event2026-03-31

Filed2026-04-09

IEFA

ISHARES TR

-3.34%

Shares4.1K

Event2026-03-31

Filed2026-04-09

LINC

LINCOLN EDL SVCS CORP

-85.47%

Shares9.1K

Event2026-03-31

Filed2026-04-09

VCSH

VANGUARD SCOTTSDALE FDS

0.17%

Shares4.6K

Event2026-03-31

Filed2026-04-09

SHY

ISHARES TR

-0.16%

Shares4.4K

Event2026-03-31

Filed2026-04-09

SIXO

AIM ETF PRODUCTS TRUST

0.00%

Shares10.7K

Event2026-03-31

Filed2026-04-09

VUG

VANGUARD INDEX FDS

2.48%

Shares826

Event2026-03-31

Filed2026-04-09

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares10.2K

Event2026-03-31

Filed2026-04-09

FDUS

FIDUS INVT CORP

33.44%

Shares20.6K

Event2026-03-31

Filed2026-04-09

PRU

PRUDENTIAL FINL INC

New

Shares3.6K

Event2026-03-31

Filed2026-04-09

USMV

ISHARES TR

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-09

AMAT

APPLIED MATLS INC

8.19%

Shares1.0K

Event2026-03-31

Filed2026-04-09

SPEM

SPDR INDEX SHS FDS

-0.48%

Shares7.3K

Event2026-03-31

Filed2026-04-09

IMCG

ISHARES TR

-4.74%

Shares4.3K

Event2026-03-31

Filed2026-04-09

TSLR

GRANITESHARES ETF TR

26.70%

Shares16.4K

Event2026-03-31

Filed2026-04-09

SIXZ

AIM ETF PRODUCTS TRUST

0.00%

Shares11.7K

Event2026-03-31

Filed2026-04-09

TGT

TARGET CORP

-9.49%

Shares2.8K

Event2026-03-31

Filed2026-04-09

MPLX

MPLX LP

0.79%

Shares5.7K

Event2026-03-31

Filed2026-04-09

QCOM

QUALCOMM INC

1.40%

Shares2.5K

Event2026-03-31

Filed2026-04-09

PAYX

PAYCHEX INC

-5.70%

Shares3.5K

Event2026-03-31

Filed2026-04-09

IWF

ISHARES TR

-3.16%

Shares765

Event2026-03-31

Filed2026-04-09

JEPQ

J P MORGAN EXCHANGE TRADED F

12.94%

Shares5.9K

Event2026-03-31

Filed2026-04-09

SNOW

SNOWFLAKE INC

6.25%

Shares2.1K

Event2026-03-31

Filed2026-04-09

MCK

MCKESSON CORP

-9.48%

Shares363

Event2026-03-31

Filed2026-04-09

DEERE & CO

-16.06%

Shares554

Event2026-03-31

Filed2026-04-09

HLT

HILTON WORLDWIDE HLDGS INC

-50.91%

Shares1.0K

Event2026-03-31

Filed2026-04-09

BLACKSTONE INC

12.48%

Shares2.7K

Event2026-03-31

Filed2026-04-09

MBS

ANGEL OAK FUNDS TRUST

New

Shares35.8K

Event2026-03-31

Filed2026-04-09

CITIGROUP INC

-18.90%

Shares2.7K

Event2026-03-31

Filed2026-04-09

RSG

REPUBLIC SVCS INC

-2.80%

Shares1.4K

Event2026-03-31

Filed2026-04-09

VEA

VANGUARD TAX-MANAGED FDS

New

Shares4.7K

Event2026-03-31

Filed2026-04-09

IDEV

ISHARES TR

-40.33%

Shares3.6K

Event2026-03-31

Filed2026-04-09

AGGH

SIMPLIFY EXCHANGE TRADED FUN

New

Shares14.8K

Event2026-03-31

Filed2026-04-09

CTVA

CORTEVA INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-09

NOW

SERVICENOW INC

-21.88%

Shares2.8K

Event2026-03-31

Filed2026-04-09

VWO

VANGUARD INTL EQUITY INDEX F

-31.97%

Shares5.4K

Event2026-03-31

Filed2026-04-09

LMT

LOCKHEED MARTIN CORP

-40.05%

Shares482

Event2026-03-31

Filed2026-04-09

ADBE

ADOBE INC

23.27%

Shares1.2K

Event2026-03-31

Filed2026-04-09

ROCKET LAB CORP

2.39%

Shares4.4K

Event2026-03-31

Filed2026-04-09

VLO

VALERO ENERGY CORP

New

Shares1.1K

Event2026-03-31

Filed2026-04-09

SPH

SUBURBAN PROPANE PARTNERS L

1.67%

Shares14.3K

Event2026-03-31

Filed2026-04-09

PGR

PROGRESSIVE CORP

-75.69%

Shares1.4K

Event2026-03-31

Filed2026-04-09

CVS

CVS HEALTH CORP

27.47%

Shares3.8K

Event2026-03-31

Filed2026-04-09

UTES

ETFIS SER TR I

15.30%

Shares3.4K

Event2026-03-31

Filed2026-04-09

SIXJ

AIM ETF PRODUCTS TRUST

New

Shares8.0K

Event2026-03-31

Filed2026-04-09

FEBW

AIM ETF PRODUCTS TRUST

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-09

DOW

DOW HLDGS INC

-27.92%

Shares6.4K

Event2026-03-31

Filed2026-04-09

INVESCO EXCHANGE TRADED FD T

New

Shares1.4K

Event2026-03-31

Filed2026-04-09

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares675

Event2026-03-31

Filed2026-04-09

CRM

SALESFORCE INC

-91.59%

Shares1.4K

Event2026-03-31

Filed2026-04-09

HON

HONEYWELL INTL INC

9.13%

Shares1.1K

Event2026-03-31

Filed2026-04-09

XPO

XPO INC

-10.75%

Shares1.3K

Event2026-03-31

Filed2026-04-09

FSK

FS KKR CAP CORP

13.34%

Shares25.4K

Event2026-03-31

Filed2026-04-09

PSX

PHILLIPS 66

New

Shares1.4K

Event2026-03-31

Filed2026-04-09

INTC

INTEL CORP

-13.86%

Shares5.8K

Event2026-03-31

Filed2026-04-09

MSI

MOTOROLA SOLUTIONS INC

-49.87%

Shares585

Event2026-03-31

Filed2026-04-09

BIL

SPDR SERIES TRUST

-0.90%

Shares2.8K

Event2026-03-31

Filed2026-04-09

BLACKROCK INC

7.38%

Shares262

Event2026-03-31

Filed2026-04-09

NOC

NORTHROP GRUMMAN CORP

-41.92%

Shares363

Event2026-03-31

Filed2026-04-09

DFIS

DIMENSIONAL ETF TRUST

5.22%

Shares7.3K

Event2026-03-31

Filed2026-04-09

JEPI

J P MORGAN EXCHANGE TRADED F

16.45%

Shares4.3K

Event2026-03-31

Filed2026-04-09

HSY

HERSHEY CO

-6.43%

Shares1.2K

Event2026-03-31

Filed2026-04-09

INGERSOLL RAND INC

New

Shares3.0K

Event2026-03-31

Filed2026-04-09

BP PLC

New

Shares5.1K

Event2026-03-31

Filed2026-04-09

SHEL

SHELL PLC

New

Shares2.6K

Event2026-03-31

Filed2026-04-09

QNITY ELECTRONICS INC

New

Shares2.1K

Event2026-03-31

Filed2026-04-09

COP

CONOCOPHILLIPS

New

Shares1.8K

Event2026-03-31

Filed2026-04-09

VTR

VENTAS INC

New

Shares2.9K

Event2026-03-31

Filed2026-04-09

FTI

TECHNIPFMC PLC

New

Shares3.4K

Event2026-03-31

Filed2026-04-09

DAL

DELTA AIR LINES INC

6.08%

Shares3.6K

Event2026-03-31

Filed2026-04-09

SLQD

ISHARES TR

0.39%

Shares4.7K

Event2026-03-31

Filed2026-04-09

NMZ

NUVEEN MUN HIGH INCOME OPPOR

114.63%

Shares22.6K

Event2026-03-31

Filed2026-04-09

RCL

ROYAL CARIBBEAN GROUP

0.12%

Shares851

Event2026-03-31

Filed2026-04-09

CDNS

CADENCE DESIGN SYSTEM INC

-0.12%

Shares842

Event2026-03-31

Filed2026-04-09

GENERAL MTRS CO

-11.36%

Shares3.1K

Event2026-03-31

Filed2026-04-09

CATH

GLOBAL X FDS

-1.20%

Shares3.0K

Event2026-03-31

Filed2026-04-09

TOST

TOAST INC

0.97%

Shares8.6K

Event2026-03-31

Filed2026-04-09

SHW

SHERWIN WILLIAMS CO

-12.36%

Shares709

Event2026-03-31

Filed2026-04-09

BABA

ALIBABA GROUP HLDG LTD

-1.26%

Shares1.8K

Event2026-03-31

Filed2026-04-09

FLRT

PACER FDS TR

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-09

XYZ

BLOCK INC

-3.29%

Shares3.7K

Event2026-03-31

Filed2026-04-09

ALPS ETF TR

New

Shares4.1K

Event2026-03-31

Filed2026-04-09

GBIL

GOLDMAN SACHS ETF TR

New

Shares2.2K

Event2026-03-31

Filed2026-04-09

SBUX

STARBUCKS CORP

-0.53%

Shares2.4K

Event2026-03-31

Filed2026-04-09

SCHB

SCHWAB STRATEGIC TR

-7.00%

Shares8.6K

Event2026-03-31

Filed2026-04-09

CMCSA

COMCAST CORP NEW

-19.93%

Shares7.5K

Event2026-03-31

Filed2026-04-09

IDHQ

INVESCO EXCH TRADED FD TR II

-8.26%

Shares6.1K

Event2026-03-31

Filed2026-04-09

OXY

OCCIDENTAL PETE CORP

New

Shares3.3K

Event2026-03-31

Filed2026-04-09

FDX

FEDEX CORP

New

Shares597

Event2026-03-31

Filed2026-04-09

WDC

WESTERN DIGITAL CORP

New

Shares783

Event2026-03-31

Filed2026-04-09

LINDE PLC

New

Shares421

Event2026-03-31

Filed2026-04-09

ARISTA NETWORKS INC

-63.16%

Shares1.7K

Event2026-03-31

Filed2026-04-09

FISERV INC

-15.44%

Shares3.7K

Event2026-03-31

Filed2026-04-09

ARCC

ARES CAPITAL CORP

-9.02%

Shares10.4K

Event2026-03-31

Filed2026-04-09

SCO

PROSHARES TR II

New

Shares20.0K

Event2026-03-31

Filed2026-04-09

CRF

CORNERSTONE TOTAL RETURN FD

New

Shares21.9K

Event2026-03-31

Filed2026-04-09

BITX

VOLATILITY SHS TR

14.79%

Shares10.2K

Event2026-03-31

Filed2026-04-09

LUMN

LUMEN TECHNOLOGIES INC

6.72%

Shares19.6K

Event2026-03-31

Filed2026-04-09

TWO HARBORS INVENTMENT CORPO

New

Shares10.3K

Event2026-03-31

Filed2026-04-09

CLM

CORNERSTONE STRATEGIC INVEST

New

Shares12.5K

Event2026-03-31

Filed2026-04-09

CGEN

COMPUGEN LTD

0.00%

Shares40.0K

Event2026-03-31

Filed2026-04-09

FSP

FRANKLIN STR PPTYS CORP

250.00%

Shares35.0K

Event2026-03-31

Filed2026-04-09

MIST

MILESTONE PHARMACEUTICALS IN

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-09

Call Option Holdings

ASTS Call CallAST SPACEMOBILE INC12.0K shares-45.45%2026-03-312026-04-09

ALPHABET INC Call CallALPHABET INC1.0K sharesnew addition2026-03-312026-04-09

DELL Call CallDELL TECHNOLOGIES INC1.4K shares0.00%2026-03-312026-04-09

FIGR Call CallFIGURE TECHNOLOGY SOLUTIO3.3K shares-8.33%2026-03-312026-04-09

IREN Call CallIREN LIMITED300 shares-70.00%2026-03-312026-04-09

ASTS Call

AST SPACEMOBILE INC

-45.45%

Shares12.0K

Event2026-03-31

Filed2026-04-09

ALPHABET INC Call

ALPHABET INC

New

Shares1.0K

Event2026-03-31

Filed2026-04-09

DELL Call

DELL TECHNOLOGIES INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-09

FIGR Call

FIGURE TECHNOLOGY SOLUTIO

-8.33%

Shares3.3K

Event2026-03-31

Filed2026-04-09

IREN Call

IREN LIMITED

-70.00%

Shares300

Event2026-03-31

Filed2026-04-09

Put Option Holdings

INVESCO QQQ TR Put PutINVESCO QQQ TR500 shares-16.67%2026-03-312026-04-09

SPY Put PutSTATE STR SPDR S&P 500 ETF T500 shares-68.75%2026-03-312026-04-09

SMH Put PutVANECK ETF TRUST200 shares0.00%2026-03-312026-04-09

DOW Put PutDOW HLDGS INC1.0K sharesnew addition2026-03-312026-04-09

PLTR Put PutPALANTIR TECHNOLOGIES INC200 sharesnew addition2026-03-312026-04-09

INVESCO QQQ TR Put

INVESCO QQQ TR

-16.67%

Shares500

Event2026-03-31

Filed2026-04-09

SPY Put

STATE STR SPDR S&P 500 ETF T

-68.75%

Shares500

Event2026-03-31

Filed2026-04-09

SMH Put

VANECK ETF TRUST

0.00%

Shares200

Event2026-03-31

Filed2026-04-09

DOW Put

DOW HLDGS INC

New

Shares1.0K

Event2026-03-31

Filed2026-04-09

PLTR Put

PALANTIR TECHNOLOGIES INC

New

Shares200

Event2026-03-31

Filed2026-04-09