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The Analysis of Sequoia Financial Advisors, LLC's Holdings & P&L

Currently, Sequoia Financial Advisors, LLC holds 1885 types of securities in its portfolio with a total value $17.8B. In the most recent quarter, they have increased their positions in PYLD (+1.5M shares, valued at $40.2M), BINC (+757.6K shares, valued at $39.3M), JPIE (+791.4K shares, valued at $36.5M); decreased their positions in SGOV (-445.5K shares, valued at $44.8M), VNQ (-234.1K shares, valued at $20.8M), VICI (-719.2K shares, valued at $19.6M); initiated new positions in N/A (+20.3K shares, valued at $4.0M), IUSB (+70.3K shares, valued at $3.2M).

1M P&L

+462.7M+2.67%

3M P&L

-328.9M-1.82%

HY P&L

+595.6M+3.47%

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/A10.2B

61.6%

2Semiconductors585.9M

3.6%

3Consumer Electronics497.0M

3.0%

Top Industries by Stock Count

1N/A490 stocks

27.8%

2Banks - Regional68 stocks

3.9%

3Software - Application49 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS3.8M shares1.94%2026-03-312026-04-30

SFGV EA SERIES TRUST31.8M shares0.13%2026-03-312026-04-30

IXUS ISHARES TR6.0M shares4.01%2026-03-312026-04-30

AAPL APPLE INC1.9M shares-2.69%2026-03-312026-04-30

NVDA NVIDIA CORPORATION2.7M shares2.01%2026-03-312026-04-30

VONG VANGUARD SCOTTSDALE FDS3.5M shares-1.78%2026-03-312026-04-30

DSTL ETF SER SOLUTIONS5.9M shares2.98%2026-03-312026-04-30

DFAU DIMENSIONAL ETF TRUST7.4M shares3.57%2026-03-312026-04-30

Sponsored

MSFT MICROSOFT CORP832.8K shares-2.30%2026-03-312026-04-30

JPIE J P MORGAN EXCHANGE TRADED F6.4M shares14.15%2026-03-312026-04-30

VCSH VANGUARD SCOTTSDALE FDS3.7M shares6.54%2026-03-312026-04-30

PYLD PIMCO ETF TR11.0M shares16.23%2026-03-312026-04-30

BINC BLACKROCK ETF TRUST II5.4M shares16.17%2026-03-312026-04-30

BSV VANGUARD BD INDEX FDS3.4M shares15.38%2026-03-312026-04-30

AMZN AMAZON COM INC1.1M shares0.03%2026-03-312026-04-30

ALPHABET INC ALPHABET INC753.3K shares18.11%2026-03-312026-04-30

Sponsored

MUB ISHARES TR2.0M shares11.92%2026-03-312026-04-30

GLD SPDR GOLD TR469.2K shares-0.85%2026-03-312026-04-30

BROADCOM INC BROADCOM INC640.2K shares1.04%2026-03-312026-04-30

TDVG T ROWE PRICE ETF INC4.2M shares2.25%2026-03-312026-04-30

DFEM DIMENSIONAL ETF TRUST5.3M shares7.61%2026-03-312026-04-30

DIHP DIMENSIONAL ETF TRUST5.3M shares8.26%2026-03-312026-04-30

ACWI ISHARES TR1.2M shares-3.89%2026-03-312026-04-30

VTV VANGUARD INDEX FDS781.3K shares5.42%2026-03-312026-04-30

Sponsored

SPGM SPDR INDEX SHS FDS2.0M shares15.34%2026-03-312026-04-30

META META PLATFORMS INC263.9K shares4.56%2026-03-312026-04-30

VUG VANGUARD INDEX FDS345.5K shares11.71%2026-03-312026-04-30

ALPHABET INC ALPHABET INC473.6K shares1.35%2026-03-312026-04-30

LLY ELI LILLY & CO143.3K shares-2.97%2026-03-312026-04-30

CAT CATERPILLAR INC178.8K shares0.86%2026-03-312026-04-30

GS GOLDMAN SACHS GROUP INC147.1K shares0.26%2026-03-312026-04-30

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL252.5K shares-10.06%2026-03-312026-04-30

Sponsored

RTX RTX CORPORATION624.3K shares1.50%2026-03-312026-04-30

AVUV AMERICAN CENTY ETF TR1.1M shares7.18%2026-03-312026-04-30

XOM EXXON MOBIL CORP700.9K shares3.63%2026-03-312026-04-30

COWZ PACER FDS TR1.8M shares1.30%2026-03-312026-04-30

JPM JPMORGAN CHASE & CO374.7K shares-4.90%2026-03-312026-04-30

DFAI DIMENSIONAL ETF TRUST2.7M shares2.29%2026-03-312026-04-30

SPY STATE STR SPDR S&P 500 ETF T158.4K shares0.13%2026-03-312026-04-30

WMT WALMART INC813.1K shares-0.41%2026-03-312026-04-30

Sponsored

COST COSTCO WHOLESALE CORPORATION97.3K shares9.61%2026-03-312026-04-30

VTEB VANGUARD MUN BD FDS1.8M shares8.26%2026-03-312026-04-30

DFUS DIMENSIONAL ETF TRUST1.3M shares-5.77%2026-03-312026-04-30

IJR ISHARES TR705.5K shares2.34%2026-03-312026-04-30

DFAT DIMENSIONAL ETF TRUST1.4M shares2.49%2026-03-312026-04-30

WYNN WYNN RESORTS LTD815.7K shares5.91%2026-03-312026-04-30

V VISA INC265.8K shares-1.63%2026-03-312026-04-30

MGV VANGUARD WORLD FD546.7K shares-3.37%2026-03-312026-04-30

Sponsored

VIG VANGUARD SPECIALIZED FUNDS361.5K shares3.73%2026-03-312026-04-30

HD HOME DEPOT INC219.1K shares7.14%2026-03-312026-04-30

IUSV ISHARES TR695.6K shares0.05%2026-03-312026-04-30

PWR QUANTA SVCS INC128.8K shares-1.22%2026-03-312026-04-30

CRM SALESFORCE INC358.4K shares8.69%2026-03-312026-04-30

DFIV DIMENSIONAL ETF TRUST1.2M shares-3.21%2026-03-312026-04-30

AVDV AMERICAN CENTY ETF TR647.2K shares1.67%2026-03-312026-04-30

ICOW PACER FDS TR1.5M shares-1.81%2026-03-312026-04-30

Sponsored

IVV ISHARES TR96.2K shares3.50%2026-03-312026-04-30

VEA VANGUARD TAX-MANAGED FDS956.4K shares3.24%2026-03-312026-04-30

INVESCO QQQ TR INVESCO QQQ TR106.0K shares-2.88%2026-03-312026-04-30

EATON CORP PLC EATON CORP PLC164.3K shares1.58%2026-03-312026-04-30

AMGN AMGEN INC165.5K shares-0.45%2026-03-312026-04-30

SGOV ISHARES TR519.5K shares-46.17%2026-03-312026-04-30

IBM INTERNATIONAL BUSINESS MACHS206.9K shares0.15%2026-03-312026-04-30

WM WASTE MGMT INC DEL216.6K shares6.13%2026-03-312026-04-30

Sponsored

BN BROOKFIELD CORP1.2M shares1.41%2026-03-312026-04-30

PH PARKER-HANNIFIN CORP54.6K shares-3.03%2026-03-312026-04-30

PG PROCTER & GAMBLE CO336.0K shares1.70%2026-03-312026-04-30

BAC BANK AMERICA CORP986.7K shares-0.22%2026-03-312026-04-30

JNJ JOHNSON & JOHNSON194.5K shares3.54%2026-03-312026-04-30

BLACKROCK INC BLACKROCK INC47.4K shares8.35%2026-03-312026-04-30

MS MORGAN STANLEY271.4K shares0.02%2026-03-312026-04-30

MCD MCDONALDS CORP143.7K shares1.30%2026-03-312026-04-30

Sponsored

SHW SHERWIN WILLIAMS CO138.9K shares-4.17%2026-03-312026-04-30

XYL XYLEM INC365.3K shares6.12%2026-03-312026-04-30

AVRE AMERICAN CENTY ETF TR987.7K shares169.11%2026-03-312026-04-30

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC929.2K shares15.50%2026-03-312026-04-30

TSLA TESLA INC113.9K shares3.82%2026-03-312026-04-30

DFNM DIMENSIONAL ETF TRUST880.0K shares3.55%2026-03-312026-04-30

SPHQ INVESCO EXCHANGE TRADED FD T548.9K shares-2.28%2026-03-312026-04-30

LNG CHENIERE ENERGY INC144.5K shares-0.18%2026-03-312026-04-30

Sponsored

IJH ISHARES TR604.7K shares4.20%2026-03-312026-04-30

SPYM SPDR SERIES TRUST509.1K shares-8.81%2026-03-312026-04-30

VANGUARD INDEX FDS VANGUARD INDEX FDS63.8K shares19.69%2026-03-312026-04-30

ABT ABBOTT LABORATORIES363.1K shares-1.19%2026-03-312026-04-30

SCHX SCHWAB STRATEGIC TR1.4M shares-0.45%2026-03-312026-04-30

TJX TJX COS INC NEW226.5K shares-0.70%2026-03-312026-04-30

GLTR ABRDN PRECIOUS METALS BASKET163.5K shares-1.73%2026-03-312026-04-30

MERCK & CO INC MERCK & CO INC297.0K shares-2.97%2026-03-312026-04-30

Sponsored

VONV VANGUARD SCOTTSDALE FDS374.2K shares-3.11%2026-03-312026-04-30

PLTR PALANTIR TECHNOLOGIES INC236.9K shares1.21%2026-03-312026-04-30

CVX CHEVRON CORPORATION160.7K shares2.53%2026-03-312026-04-30

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND163.8K shares15.80%2026-03-312026-04-30

SCHW SCHWAB CHARLES CORP343.0K shares-4.46%2026-03-312026-04-30

LH LABCORP HOLDINGS INC120.6K shares-5.47%2026-03-312026-04-30

DIVO AMPLIFY ETF TR710.6K shares-5.74%2026-03-312026-04-30

CITIGROUP INC CITIGROUP INC272.4K shares1.43%2026-03-312026-04-30

Sponsored

DFAS DIMENSIONAL ETF TRUST429.8K shares-5.08%2026-03-312026-04-30

AJG GALLAGHER ARTHUR J & CO139.8K shares5.46%2026-03-312026-04-30

PANW PALO ALTO NETWORKS INC188.5K shares-14.75%2026-03-312026-04-30

DUHP DIMENSIONAL ETF TRUST820.3K shares-3.87%2026-03-312026-04-30

SCHG SCHWAB STRATEGIC TR1.0M shares-6.26%2026-03-312026-04-30

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T150.0K shares2.61%2026-03-312026-04-30

HON HONEYWELL INTL INC125.1K shares210.06%2026-03-312026-04-30

PGR PROGRESSIVE CORP137.4K shares19.62%2026-03-312026-04-30

Sponsored

BLACKSTONE INC BLACKSTONE INC233.4K shares13.02%2026-03-312026-04-30

IWB ISHARES TR74.7K shares-5.79%2026-03-312026-04-30

JGRO J P MORGAN EXCHANGE TRADED F307.9K shares-7.99%2026-03-312026-04-30

DFSV DIMENSIONAL ETF TRUST732.4K shares-2.05%2026-03-312026-04-30

GEV GE VERNOVA INC29.2K shares-0.39%2026-03-312026-04-30

GE AEROSPACE GE AEROSPACE86.8K shares2.48%2026-03-312026-04-30

WFC WELLS FARGO & CO298.9K shares-0.03%2026-03-312026-04-30

ACWX ISHARES TR346.4K shares2.71%2026-03-312026-04-30

Sponsored

FNDF SCHWAB STRATEGIC TR482.9K shares-0.81%2026-03-312026-04-30

MTUM ISHARES TR97.3K shares-1.57%2026-03-312026-04-30

BDYN BLACKROCK ETF TRUST923.3K shares2.20%2026-03-312026-04-30

TSM TAIWAN SEMICONDUCTOR MANUFAC66.2K shares6.86%2026-03-312026-04-30

NFLX NETFLIX INC.224.7K shares3.30%2026-03-312026-04-30

DFUV DIMENSIONAL ETF TRUST435.6K shares-3.41%2026-03-312026-04-30

KO COCA COLA CO274.3K shares7.31%2026-03-312026-04-30

LHX L3HARRIS TECHNOLOGIES INC60.2K shares387.11%2026-03-312026-04-30

Sponsored

IVW ISHARES TR182.0K shares-4.18%2026-03-312026-04-30

DFAX DIMENSIONAL ETF TRUST603.5K shares-0.79%2026-03-312026-04-30

QUAL ISHARES TR105.3K shares-2.99%2026-03-312026-04-30

DISV DIMENSIONAL ETF TRUST510.3K shares2.79%2026-03-312026-04-30

IDVO AMPLIFY ETF TR495.4K shares-4.58%2026-03-312026-04-30

INTF ISHARES TR513.3K shares-35.26%2026-03-312026-04-30

ABBV ABBVIE INC90.5K shares-1.31%2026-03-312026-04-30

GDIV HARBOR ETF TRUST1.2M shares-3.65%2026-03-312026-04-30

Sponsored

OKE ONEOK INC NEW212.5K shares1.01%2026-03-312026-04-30

BSCS INVESCO EXCH TRD SLF IDX FD930.7K shares-3.93%2026-03-312026-04-30

PEP PEPSICO INC120.4K shares-6.18%2026-03-312026-04-30

BSCW INVESCO EXCH TRD SLF IDX FD906.1K shares-4.00%2026-03-312026-04-30

AXP AMERICAN EXPRESS CO60.4K shares-0.30%2026-03-312026-04-30

DFCF DIMENSIONAL ETF TRUST429.3K shares-12.14%2026-03-312026-04-30

QCOM QUALCOMM INC140.0K shares-2.55%2026-03-312026-04-30

BIP BROOKFIELD INFRASTRUCTURE PA497.6K shares0.90%2026-03-312026-04-30

Sponsored

VGSH VANGUARD SCOTTSDALE FDS298.5K shares-0.90%2026-03-312026-04-30

AMAT APPLIED MATLS INC51.1K shares8.48%2026-03-312026-04-30

MU MICRON TECHNOLOGY INC51.4K shares18.15%2026-03-312026-04-30

SCI SERVICE CORP INTL210.3K shares-1.29%2026-03-312026-04-30

PM PHILIP MORRIS INTL INC104.7K shares1.71%2026-03-312026-04-30

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP50.4K shares4.82%2026-03-312026-04-30

BRK.A BERKSHIRE HATHAWAY INC DEL24 shares0.00%2026-03-312026-04-30

CMCSA COMCAST CORP NEW597.8K shares10.28%2026-03-312026-04-30

Sponsored

DFAC DIMENSIONAL ETF TRUST440.7K shares-3.25%2026-03-312026-04-30

ORCL ORACLE CORP115.7K shares-47.55%2026-03-312026-04-30

VZ VERIZON COMMUNICATIONS INC337.1K shares5.34%2026-03-312026-04-30

DFAR DIMENSIONAL ETF TRUST706.8K shares2.81%2026-03-312026-04-30

AEP AMERICAN ELEC PWR CO INC127.3K shares7.86%2026-03-312026-04-30

MA MASTERCARD INCORPORATED33.2K shares-2.71%2026-03-312026-04-30

IEFA ISHARES TR180.6K shares6.19%2026-03-312026-04-30

DFAE DIMENSIONAL ETF TRUST478.6K shares-4.36%2026-03-312026-04-30

Sponsored

VV VANGUARD INDEX FDS54.0K shares-1.65%2026-03-312026-04-30

VBR VANGUARD INDEX FDS72.0K shares-3.53%2026-03-312026-04-30

CSCO CISCO SYS INC200.1K shares1.12%2026-03-312026-04-30

XLK SELECT SECTOR SPDR TR116.6K shares-2.55%2026-03-312026-04-30

HUBBELL INC HUBBELL INC31.4K shares0.32%2026-03-312026-04-30

FDN FIRST TR EXCHANGE-TRADED FD64.9K shares-1.06%2026-03-312026-04-30

AGG ISHARES TR152.5K shares-9.42%2026-03-312026-04-30

VCIT VANGUARD SCOTTSDALE FDS182.3K shares-0.98%2026-03-312026-04-30

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP70.5K shares15.33%2026-03-312026-04-30

EFV ISHARES TR200.4K shares-2.79%2026-03-312026-04-30

T AT&T INC511.6K shares8.14%2026-03-312026-04-30

UNH UNITEDHEALTH GROUP INC54.1K shares-6.24%2026-03-312026-04-30

VXUS VANGUARD STAR FDS186.4K shares7.53%2026-03-312026-04-30

VWO VANGUARD INTL EQUITY INDEX F265.8K shares-0.36%2026-03-312026-04-30

USMV ISHARES TR151.1K shares-3.42%2026-03-312026-04-30

JMST J P MORGAN EXCHANGE TRADED F272.2K shares41.58%2026-03-312026-04-30

Sponsored

SCZ ISHARES TR175.4K shares-6.25%2026-03-312026-04-30

AMD ADVANCED MICRO DEVICES INC67.4K shares9.42%2026-03-312026-04-30

NEE NEXTERA ENERGY INC144.9K shares8.90%2026-03-312026-04-30

CWI SPDR INDEX SHS FDS365.9K shares-1.41%2026-03-312026-04-30

AXL DAUCH CORP2.2M shares0.02%2026-03-312026-04-30

SUB ISHARES TR123.5K shares1.01%2026-03-312026-04-30

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD291.7K shares0.78%2026-03-312026-04-30

LMT LOCKHEED MARTIN CORP21.1K shares0.61%2026-03-312026-04-30

Sponsored

MOAT VANECK ETF TRUST131.3K shares-14.30%2026-03-312026-04-30

BDVL BLACKROCK ETF TRUST512.0K shares-1.57%2026-03-312026-04-30

IWF ISHARES TR29.1K shares3.39%2026-03-312026-04-30

WSM WILLIAMS SONOMA INC66.6K shares14.50%2026-03-312026-04-30

XLI SELECT SECTOR SPDR TR75.0K shares-4.20%2026-03-312026-04-30

UNP UNION PAC CORP49.3K shares-29.04%2026-03-312026-04-30

BA BOEING CO59.9K shares18.95%2026-03-312026-04-30

SCHD SCHWAB STRATEGIC TR384.3K shares-1.39%2026-03-312026-04-30

Sponsored

IWM ISHARES TR47.4K shares7.38%2026-03-312026-04-30

MMM 3M CO80.2K shares2.28%2026-03-312026-04-30

FLEX FLEXTRONICS INTL LTD177.5K shares2.44%2026-03-312026-04-30

VT VANGUARD INTL EQUITY INDEX F82.8K shares3.36%2026-03-312026-04-30

MPLX MPLX LP200.2K shares2.67%2026-03-312026-04-30

XLF SELECT SECTOR SPDR TR230.7K shares-9.03%2026-03-312026-04-30

DIS DISNEY WALT CO118.0K shares-8.92%2026-03-312026-04-30

VOE VANGUARD INDEX FDS61.3K shares-3.04%2026-03-312026-04-30

Sponsored

KEYS KEYSIGHT TECHNOLOGIES INC39.8K shares1.92%2026-03-312026-04-30

SCHB SCHWAB STRATEGIC TR439.1K shares-6.41%2026-03-312026-04-30

LOW LOWES COS INC46.6K shares-1.96%2026-03-312026-04-30

TXN TEXAS INSTRS INC55.1K shares19.94%2026-03-312026-04-30

KMI KINDER MORGAN INC DEL317.3K shares37.80%2026-03-312026-04-30

ITOT ISHARES TR74.4K shares0.15%2026-03-312026-04-30

IQLT ISHARES TR228.2K shares-3.11%2026-03-312026-04-30

BWXT BWX TECHNOLOGIES INC51.6K shares0.12%2026-03-312026-04-30

Sponsored

TPL TEXAS PACIFIC LAND CORPORATI22.1K shares1358.72%2026-03-312026-04-30

JMUB J P MORGAN EXCHANGE TRADED F208.7K shares7.59%2026-03-312026-04-30

WPC WP CAREY INC153.5K shares1.95%2026-03-312026-04-30

SO SOUTHERN CO108.0K shares10.71%2026-03-312026-04-30

BMY BRISTOL-MYERS SQUIBB CO168.3K shares9.91%2026-03-312026-04-30

CCJ CAMECO CORP93.4K shares-2.83%2026-03-312026-04-30

VNQ VANGUARD INDEX FDS112.6K shares-67.51%2026-03-312026-04-30

PFE PFIZER INC354.1K shares4.51%2026-03-312026-04-30

Sponsored

XSMO INVESCO EXCHANGE TRADED FD T128.8K shares-11.72%2026-03-312026-04-30

IMTM ISHARES TR201.1K shares-1.81%2026-03-312026-04-30

INTU INTUIT22.3K shares8.62%2026-03-312026-04-30

SCHF SCHWAB STRATEGIC TR385.7K shares0.38%2026-03-312026-04-30

DGRW WISDOMTREE TR108.6K shares-3.04%2026-03-312026-04-30

ACWV ISHARES INC78.8K shares1.43%2026-03-312026-04-30

LUMN LUMEN TECHNOLOGIES INC1.3M shares-2.14%2026-03-312026-04-30

VEU VANGUARD INTL EQUITY INDEX F122.6K shares23.85%2026-03-312026-04-30

Sponsored

DE DEERE & CO16.1K shares-4.88%2026-03-312026-04-30

CB CHUBB LTD SWITZ27.3K shares-0.00%2026-03-312026-04-30

HBAN HUNTINGTON BANCSHARES INC565.9K shares-18.13%2026-03-312026-04-30

LINDE PLC LINDE PLC17.6K shares11.17%2026-03-312026-04-30

SCHA SCHWAB STRATEGIC TR297.7K shares0.42%2026-03-312026-04-30

TRV TRAVELERS COMPANIES INC29.6K shares-1.46%2026-03-312026-04-30

ZS ZSCALER INC61.3K shares1.38%2026-03-312026-04-30

MO ALTRIA GROUP INC130.3K shares9.63%2026-03-312026-04-30

Sponsored

USB US BANCORP164.4K shares0.95%2026-03-312026-04-30

DVY ISHARES TR55.8K shares-2.79%2026-03-312026-04-30

MCK MCKESSON CORP9.7K shares1.76%2026-03-312026-04-30

XLE SELECT SECTOR SPDR TR136.6K shares-0.16%2026-03-312026-04-30

BND VANGUARD BD INDEX FDS112.7K shares-18.61%2026-03-312026-04-30

COP CONOCOPHILLIPS62.7K shares15.08%2026-03-312026-04-30

GLW CORNING INC60.7K shares29.60%2026-03-312026-04-30

RCL ROYAL CARIBBEAN GROUP29.9K shares-0.00%2026-03-312026-04-30

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APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC73.6K shares-5.34%2026-03-312026-04-30

EFA ISHARES TR83.4K shares-1.30%2026-03-312026-04-30

CME CME GROUP INC27.1K shares3.63%2026-03-312026-04-30

TW TRADEWEB MKTS INC67.7K shares-10.09%2026-03-312026-04-30

IEMG ISHARES INC113.5K shares-2.66%2026-03-312026-04-30

DELL DELL TECHNOLOGIES INC48.0K shares11.87%2026-03-312026-04-30

CW CURTISS WRIGHT CORP11.5K shares-3.72%2026-03-312026-04-30

TMO THERMO FISHER SCIENTIFIC INC15.8K shares3.04%2026-03-312026-04-30

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IBHF ISHARES TR338.0K shares-64.89%2026-03-312026-04-30

NVT NVENT ELEC PLC65.5K shares-2.88%2026-03-312026-04-30

AVDE AMERICAN CENTY ETF TR91.3K shares0.00%2026-03-312026-04-30

BK BANK NEW YORK MELLON CORP65.1K shares-3.99%2026-03-312026-04-30

KLAC KLA CORP5.2K shares14.29%2026-03-312026-04-30

VGT VANGUARD WORLD FD11.0K shares-3.75%2026-03-312026-04-30

KTOS KRATOS DEFENSE & SEC SOLUTIO108.5K shares12.38%2026-03-312026-04-30

TDG TRANSDIGM GROUP INC6.6K shares4.37%2026-03-312026-04-30

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VYM VANGUARD WHITEHALL FDS51.5K shares-11.81%2026-03-312026-04-30

JPST J P MORGAN EXCHANGE TRADED F150.1K shares-5.36%2026-03-312026-04-30

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II101.6K shares-1.47%2026-03-312026-04-30

WWD WOODWARD INC20.5K shares-4.52%2026-03-312026-04-30

ASML ASML HLDG NV5.5K shares1.72%2026-03-312026-04-30

NXPI NXP SEMICONDUCTORS N V37.0K shares-72.06%2026-03-312026-04-30

ITT INC ITT INC37.9K shares-3.76%2026-03-312026-04-30

VB VANGUARD INDEX FDS27.5K shares-5.57%2026-03-312026-04-30

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DFLV DIMENSIONAL ETF TRUST201.5K shares-21.31%2026-03-312026-04-30

DFIS DIMENSIONAL ETF TRUST213.1K shares-9.93%2026-03-312026-04-30

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW54.8K shares14.18%2026-03-312026-04-30

FMB FIRST TR EXCH TRADED FD III141.1K shares-9.15%2026-03-312026-04-30

JEF JEFFERIES FINANCIAL GROUP IN172.7K shares-2.23%2026-03-312026-04-30

ISHARES GOLD TR ISHARES GOLD TR80.3K shares-1.21%2026-03-312026-04-30

GILD GILEAD SCIENCES INC50.2K shares6.42%2026-03-312026-04-30

GMED GLOBUS MED INC80.4K shares-1.00%2026-03-312026-04-30

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TSCO TRACTOR SUPPLY CO149.6K shares1.00%2026-03-312026-04-30

PSX PHILLIPS 6637.2K shares1.55%2026-03-312026-04-30

GBTC GRAYSCALE BITCOIN TRUST ETF127.2K shares6.92%2026-03-312026-04-30

VRTX VERTEX PHARMACEUTICALS INC14.9K shares9.58%2026-03-312026-04-30

NVS NOVARTIS AG43.0K shares3.16%2026-03-312026-04-30

INTC INTEL CORP147.7K shares12.90%2026-03-312026-04-30

ADI ANALOG DEVICES INC20.4K shares2.93%2026-03-312026-04-30

BEP BROOKFIELD RENEWABLE ENERGY198.5K shares-1.33%2026-03-312026-04-30

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MTZ MASTEC INC20.1K shares20.49%2026-03-312026-04-30

VFMV VANGUARD WELLINGTON FD48.4K shares-19.28%2026-03-312026-04-30

VSS VANGUARD INTL EQUITY INDEX F44.2K shares-7.23%2026-03-312026-04-30

RDNT RADNET INC113.0K shares-0.60%2026-03-312026-04-30

DFSU DIMENSIONAL ETF TRUST151.4K shares0.04%2026-03-312026-04-30

NDAQ NASDAQ INC73.2K shares-6.24%2026-03-312026-04-30

STERIS PLC STERIS PLC28.0K shares2.27%2026-03-312026-04-30

VLO VALERO ENERGY CORP24.9K shares-1.34%2026-03-312026-04-30

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DLR DIGITAL RLTY TR INC33.7K shares11.69%2026-03-312026-04-30

MLM MARTIN MARIETTA MATLS INC10.3K shares-16.89%2026-03-312026-04-30

KMB KIMBERLY-CLARK CORP62.8K shares12.42%2026-03-312026-04-30

SRE SEMPRA61.8K shares6.30%2026-03-312026-04-30

ARISTA NETWORKS INC ARISTA NETWORKS INC48.5K shares17.85%2026-03-312026-04-30

MAS MASCO CORP98.2K shares15.66%2026-03-312026-04-30

GPN GLOBAL PMTS INC87.8K shares-1.05%2026-03-312026-04-30

IWV ISHARES TR15.9K shares-0.72%2026-03-312026-04-30

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ZBH ZIMMER BIOMET HOLDINGS INC64.6K shares-0.59%2026-03-312026-04-30

APH AMPHENOL CORP46.2K shares3.72%2026-03-312026-04-30

FTAI AVIATION LTD FTAI AVIATION LTD23.7K shares7.38%2026-03-312026-04-30

BYD BOYD GAMING CORP69.9K shares-14.49%2026-03-312026-04-30

WAT WATERS CORP19.2K shares4.15%2026-03-312026-04-30

IWD ISHARES TR26.5K shares6.67%2026-03-312026-04-30

GVI ISHARES TR52.8K shares-5.94%2026-03-312026-04-30

MNST MONSTER BEVERAGE CORP NEW77.5K shares7.79%2026-03-312026-04-30

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FFIV F5 INC19.3K shares-2.31%2026-03-312026-04-30

CMPR CIMPRESS PLC76.6K shares4.89%2026-03-312026-04-30

DGRO ISHARES TR79.2K shares-0.73%2026-03-312026-04-30

BKNG BOOKING HOLDINGS INC1.3K shares2.09%2026-03-312026-04-30

UPS UNITED PARCEL SVCS INC56.1K shares-7.72%2026-03-312026-04-30

CL COLGATE PALMOLIVE CO64.8K shares19.20%2026-03-312026-04-30

AVEM AMERICAN CENTY ETF TR68.5K shares-5.36%2026-03-312026-04-30

FDX FEDEX CORP15.5K shares8.72%2026-03-312026-04-30

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VRT VERTIV HOLDINGS CO21.3K shares22.99%2026-03-312026-04-30

ENB ENBRIDGE INC98.4K shares-9.19%2026-03-312026-04-30

DGX QUEST DIAGNOSTICS INC27.0K shares1.23%2026-03-312026-04-30

ISRG INTUITIVE SURGICAL INC11.4K shares1.59%2026-03-312026-04-30

TXT TEXTRON INC59.8K shares-15.49%2026-03-312026-04-30

SNOW SNOWFLAKE INC34.7K shares4.69%2026-03-312026-04-30

IVE ISHARES TR24.6K shares-8.27%2026-03-312026-04-30

MPC MARATHON PETE CORP21.2K shares-1.49%2026-03-312026-04-30

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VICI VICI PPTYS INC189.1K shares-79.18%2026-03-312026-04-30

ZION ZIONS BANCORPORATION NATL AS89.4K shares-3.06%2026-03-312026-04-30

TGT TARGET CORP42.4K shares1.99%2026-03-312026-04-30

MUNI PIMCO ETF TR98.5K shares-6.82%2026-03-312026-04-30

DXJ WISDOMTREE TR32.4K shares-0.22%2026-03-312026-04-30

AON PLC AON PLC15.9K shares4.64%2026-03-312026-04-30

XLC SELECT SECTOR SPDR TR46.2K shares-16.49%2026-03-312026-04-30

TEVA TEVA PHARMACEUTICAL INDS LTD169.7K shares23.02%2026-03-312026-04-30

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PSA PUBLIC STORAGE OPER CO18.7K shares12.82%2026-03-312026-04-30

MAR MARRIOTT INTL INC NEW15.5K shares-0.38%2026-03-312026-04-30

ICSH ISHARES TR99.6K shares-9.94%2026-03-312026-04-30

ROK ROCKWELL AUTOMATION INC13.9K shares-0.50%2026-03-312026-04-30

GM GENERAL MTRS CO66.5K shares-5.82%2026-03-312026-04-30

WCC WESCO INTL INC18.1K shares1.77%2026-03-312026-04-30

SNPS SYNOPSYS INC12.5K shares15.23%2026-03-312026-04-30

IEUR ISHARES TR70.0K shares-12.45%2026-03-312026-04-30

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EVR EVERCORE INC16.4K shares-1.24%2026-03-312026-04-30

HSBC HSBC HLDGS PLC59.2K shares-4.08%2026-03-312026-04-30

HII HUNTINGTON INGALLS INDS INC12.8K shares54.12%2026-03-312026-04-30

CSTM CONSTELLIUM SE197.2K shares1.92%2026-03-312026-04-30

UBER UBER TECHNOLOGIES INC67.3K shares13.62%2026-03-312026-04-30

A AGILENT TECHNOLOGIES INC42.2K shares1.60%2026-03-312026-04-30

SYK STRYKER CORPORATION14.5K shares3.62%2026-03-312026-04-30

SCHV SCHWAB STRATEGIC TR153.2K shares-2.73%2026-03-312026-04-30

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VTIP VANGUARD MALVERN FDS93.0K shares-0.21%2026-03-312026-04-30

VEEV VEEVA SYS INC26.1K shares9.29%2026-03-312026-04-30

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL11.7K shares23.33%2026-03-312026-04-30

NOW SERVICENOW INC43.7K shares21.81%2026-03-312026-04-30

VHT VANGUARD WORLD FD16.7K shares-2.43%2026-03-312026-04-30

WDC WESTERN DIGITAL CORP16.7K shares22.24%2026-03-312026-04-30

SHEL SHELL PLC48.3K shares3.87%2026-03-312026-04-30

NEM NEWMONT CORP41.2K shares25.25%2026-03-312026-04-30

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NSC NORFOLK SOUTHN CORP15.5K shares-80.08%2026-03-312026-04-30

FNDX SCHWAB STRATEGIC TR159.2K shares3.56%2026-03-312026-04-30

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN208.6K shares-3.11%2026-03-312026-04-30

WAL WESTERN ALLIANCE BANCORP61.7K shares-12.38%2026-03-312026-04-30

PNC PNC FINL SVCS GROUP INC21.0K shares6.67%2026-03-312026-04-30

WMB WILLIAMS COS INC59.2K shares6.55%2026-03-312026-04-30

CRWD CROWDSTRIKE HLDGS INC11.0K shares20.92%2026-03-312026-04-30

SLB SLB LIMITED83.6K shares8.68%2026-03-312026-04-30

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F FORD MTR CO372.3K shares48.02%2026-03-312026-04-30

MEDTRONIC PLC MEDTRONIC PLC49.5K shares-6.16%2026-03-312026-04-30

DHR DANAHER CORP DEL22.6K shares-8.01%2026-03-312026-04-30

SBUX STARBUCKS CORP47.6K shares0.41%2026-03-312026-04-30

JCI JOHNSON CONTROLS INTERNATION32.3K shares3.34%2026-03-312026-04-30

IWR ISHARES TR43.2K shares0.04%2026-03-312026-04-30

IJJ ISHARES TR31.7K shares0.00%2026-03-312026-04-30

XLV SELECT SECTOR SPDR TR28.6K shares-1.06%2026-03-312026-04-30

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MINT PIMCO ETF TR41.5K shares5.18%2026-03-312026-04-30

ADBE ADOBE INC17.2K shares18.19%2026-03-312026-04-30

COF CAPITAL ONE FINL CORP22.8K shares-5.98%2026-03-312026-04-30

GSY INVESCO ACTIVELY MANAGED EXC83.1K shares-11.54%2026-03-312026-04-30

ED CONSOLIDATED EDISON INC36.5K shares26.22%2026-03-312026-04-30

VO VANGUARD INDEX FDS14.0K shares1.17%2026-03-312026-04-30

XLU SELECT SECTOR SPDR TR87.6K shares-10.28%2026-03-312026-04-30

EMR EMERSON ELEC CO30.7K shares10.55%2026-03-312026-04-30

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ROP ROPER TECHNOLOGIES INC11.3K shares-0.78%2026-03-312026-04-30

ASTRAZENECA PLC ASTRAZENECA PLC20.3K sharesnew addition2026-03-312026-04-30

FIX COMFORT SYS USA INC2.9K shares-6.96%2026-03-312026-04-30

LQD ISHARES TR36.6K shares17.27%2026-03-312026-04-30

VNT VONTIER CORPORATION112.1K shares4.14%2026-03-312026-04-30

BIL SPDR SERIES TRUST43.1K shares50.78%2026-03-312026-04-30

CSX CSX CORP95.9K shares-52.96%2026-03-312026-04-30

ONTO ONTO INNOVATION INC19.2K shares-3.39%2026-03-312026-04-30

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CEG CONSTELLATION ENERGY CORP14.0K shares13.41%2026-03-312026-04-30

ORLY OREILLY AUTOMOTIVE INC42.3K shares9.41%2026-03-312026-04-30

TMUS T-MOBILE US INC18.5K shares6.74%2026-03-312026-04-30

CVS CVS HEALTH CORP54.1K shares-28.37%2026-03-312026-04-30

AMP AMERIPRISE FINL INC8.7K shares3.17%2026-03-312026-04-30

CENCORA INC CENCORA INC12.3K shares-0.86%2026-03-312026-04-30

BHP BHP BILLITON LIMITED53.0K shares7.33%2026-03-312026-04-30

WELL WELLTOWER INC19.5K shares2.50%2026-03-312026-04-30

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VYMI VANGUARD WHITEHALL FDS40.8K shares5.46%2026-03-312026-04-30

GL GLOBE LIFE INC27.5K shares-8.44%2026-03-312026-04-30

ICE INTERCONTINENTAL EXCHANGE IN24.3K shares-6.70%2026-03-312026-04-30

CACC CREDIT ACCEP CORP MICH8.9K shares2.13%2026-03-312026-04-30

URTH ISHARES INC20.7K shares-5.73%2026-03-312026-04-30

APP APPLOVIN CORP9.3K shares-0.63%2026-03-312026-04-30

MSI MOTOROLA SOLUTIONS INC8.5K shares6.23%2026-03-312026-04-30

BSMT INVESCO EXCH TRD SLF IDX FD160.2K shares-5.36%2026-03-312026-04-30

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ALL ALLSTATE CORP17.8K shares5.31%2026-03-312026-04-30

SCHY SCHWAB STRATEGIC TR115.8K shares-18.42%2026-03-312026-04-30

PLD PROLOGIS INC.27.7K shares5.66%2026-03-312026-04-30

SHOP SHOPIFY INC30.6K shares35.58%2026-03-312026-04-30

ZWS ZURN ELKAY WATER SOLNS CORP80.8K shares-2.90%2026-03-312026-04-30

DAL DELTA AIR LINES INC54.2K shares22.43%2026-03-312026-04-30

HIG HARTFORD INSURANCE GROUP INC26.7K shares-3.96%2026-03-312026-04-30

DFSI DIMENSIONAL ETF TRUST84.7K shares1.89%2026-03-312026-04-30

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CTSH COGNIZANT TECHNOLOGY SOLUTIO58.5K shares-24.81%2026-03-312026-04-30

SCHM SCHWAB STRATEGIC TR115.1K shares0.53%2026-03-312026-04-30

KR KROGER CO49.2K shares19.03%2026-03-312026-04-30

CHRW C H ROBINSON WORLDWIDE IN21.4K shares-11.39%2026-03-312026-04-30

SONY SONY GROUP CORP171.6K shares37.11%2026-03-312026-04-30

VFVA VANGUARD WELLINGTON FD26.3K shares0.03%2026-03-312026-04-30

SLV ISHARES SILVER TR52.0K shares-11.87%2026-03-312026-04-30

WTV WISDOMTREE TR37.0K shares0.15%2026-03-312026-04-30

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YUM YUM BRANDS INC22.5K shares3.63%2026-03-312026-04-30

LIBERTY GLOBAL LTD LIBERTY GLOBAL LTD297.8K shares-5.80%2026-03-312026-04-30

CMI CUMMINS INC6.5K shares1.39%2026-03-312026-04-30

HWM HOWMET AEROSPACE INC15.1K shares6.47%2026-03-312026-04-30

SNDK SANDISK CORP5.5K shares14.73%2026-03-312026-04-30

SPYG SPDR SERIES TRUST35.5K shares-13.59%2026-03-312026-04-30

SPSM SPDR SERIES TRUST71.6K shares-1.26%2026-03-312026-04-30

CORP PIMCO ETF TR35.7K shares-23.78%2026-03-312026-04-30

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SKM SK TELECOM CO LTD117.4K shares33.67%2026-03-312026-04-30

SPGI S&P GLOBAL INC8.1K shares-15.30%2026-03-312026-04-30

DVN DEVON ENERGY CORP NEW67.9K shares7.48%2026-03-312026-04-30

XEL XCEL ENERGY INC43.0K shares-4.10%2026-03-312026-04-30

ACGL ARCH CAP GROUP LTD35.5K shares1.17%2026-03-312026-04-30

EFAV ISHARES TR37.2K shares-16.40%2026-03-312026-04-30

RVTY REVVITY INC38.6K shares6.28%2026-03-312026-04-30

DTE DTE ENERGY CO23.0K shares17.48%2026-03-312026-04-30

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HLT HILTON WORLDWIDE HLDGS INC11.0K shares17.06%2026-03-312026-04-30

GII SPDR INDEX SHS FDS43.9K shares-2.43%2026-03-312026-04-30

MMC MARSH & MCLENNAN COS INC19.1K shares11.55%2026-03-312026-04-30

GAP GAP INC136.6K shares-2.14%2026-03-312026-04-30

EOG EOG RES INC22.8K shares49.61%2026-03-312026-04-30

VMBS VANGUARD SCOTTSDALE FDS69.5K shares-5.67%2026-03-312026-04-30

IUSB ISHARES TR70.3K sharesnew addition2026-03-312026-04-30

SU SUNCOR ENERGY INC NEW49.0K shares-7.82%2026-03-312026-04-30

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SPTM SPDR SERIES TRUST40.7K shares0.03%2026-03-312026-04-30

TFC TRUIST FINL CORP69.9K shares7.34%2026-03-312026-04-30

EA ELECTRONIC ARTS INC15.7K shares9.71%2026-03-312026-04-30

TT TRANE TECHNOLOGIES PLC7.7K shares18.63%2026-03-312026-04-30

VST VISTRA CORP21.2K shares68.23%2026-03-312026-04-30

SDY SPDR SERIES TRUST21.7K shares-2.14%2026-03-312026-04-30

ROST ROSS STORES INC14.6K shares-9.06%2026-03-312026-04-30

RY ROYAL BK CDA19.5K shares-10.14%2026-03-312026-04-30

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VSGX VANGUARD WORLD FD43.7K shares6.99%2026-03-312026-04-30

MPWR MONOLITHIC PWR SYS INC2.9K shares6.36%2026-03-312026-04-30

FCX FREEPORT MCMORAN INC53.0K shares45.76%2026-03-312026-04-30

FE FIRSTENERGY CORP61.3K shares27.77%2026-03-312026-04-30

ITRI ITRON INC34.6K shares4.58%2026-03-312026-04-30

AKAM AKAMAI TECHNOLOGIES INC27.0K shares131.28%2026-03-312026-04-30

BROOKFIELD INFRASTRUCTURE CO BROOKFIELD INFRASTRUCTURE CO78.4K shares2.00%2026-03-312026-04-30

SAP SAP SE18.1K shares59.70%2026-03-312026-04-30

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AXS AXIS CAP HLDGS LTD30.5K shares-8.99%2026-03-312026-04-30

SAN BANCO SANTANDER SA273.5K shares29.83%2026-03-312026-04-30

ASX ASE TECHNOLOGY HLDG CO LTD141.1K shares1.82%2026-03-312026-04-30

BSX BOSTON SCIENTIFIC CORP48.2K shares1.44%2026-03-312026-04-30

JBND J P MORGAN EXCHANGE TRADED F56.3K shares-21.69%2026-03-312026-04-30

TM TOYOTA MOTOR CORP14.7K shares40.86%2026-03-312026-04-30

SMFG SUMITOMO MITSUI FIN GRP INC152.9K shares54.07%2026-03-312026-04-30

NOC NORTHROP GRUMMAN CORP4.4K shares3.86%2026-03-312026-04-30

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CIEN CIENA CORP7.7K shares1.49%2026-03-312026-04-30

CASY CASEYS GEN STORES INC4.1K shares-2.18%2026-03-312026-04-30

FAST FASTENAL CO64.0K shares15.05%2026-03-312026-04-30

DT DYNATRACE INC80.3K shares5.17%2026-03-312026-04-30

CFG CITIZENS FINL GROUP INC49.4K shares10.96%2026-03-312026-04-30

NTRS NORTHERN TR CORP21.2K shares2.27%2026-03-312026-04-30

CDNS CADENCE DESIGN SYSTEM INC10.6K shares24.91%2026-03-312026-04-30

AFL AFLAC INC26.9K shares7.67%2026-03-312026-04-30

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XLY SELECT SECTOR SPDR TR27.0K shares6.35%2026-03-312026-04-30

EBAY EBAY INC.32.4K shares-1.84%2026-03-312026-04-30

CTVA CORTEVA INC34.9K shares2.10%2026-03-312026-04-30

VBK VANGUARD INDEX FDS9.6K shares-6.55%2026-03-312026-04-30

ITW ILLINOIS TOOL WKS INC11.2K shares10.73%2026-03-312026-04-30

PCOR PROCORE TECHNOLOGIES INC50.7K shares130.22%2026-03-312026-04-30

CAH CARDINAL HEALTH INC13.7K shares3.75%2026-03-312026-04-30

HCA HCA HEALTHCARE INC6.1K shares12.92%2026-03-312026-04-30

Sponsored

CUBE CUBESMART78.5K shares28.49%2026-03-312026-04-30

MKL MARKEL GROUP INC1.5K shares-13.34%2026-03-312026-04-30

EW EDWARDS LIFESCIENCES CORP35.3K shares5.84%2026-03-312026-04-30

NU NU HLDGS LTD196.7K shares9.55%2026-03-312026-04-30

RING ISHARES INC35.6K shares-2.46%2026-03-312026-04-30

THE CIGNA GROUP THE CIGNA GROUP10.5K shares-57.19%2026-03-312026-04-30

BSSX INVESCO EXCH TRD SLF IDX FD110.3K shares-7.92%2026-03-312026-04-30

BABA ALIBABA GROUP HLDG LTD22.3K shares-4.98%2026-03-312026-04-30

Sponsored

SCHE SCHWAB STRATEGIC TR85.0K shares-1.66%2026-03-312026-04-30

XLP SELECT SECTOR SPDR TR34.1K shares-1.48%2026-03-312026-04-30

GGG GRACO INC32.8K shares5.72%2026-03-312026-04-30

ESGV VANGUARD WORLD FD24.7K shares0.30%2026-03-312026-04-30

EVRG EVERGY INC33.6K shares1.02%2026-03-312026-04-30

ECL ECOLAB INC10.3K shares29.26%2026-03-312026-04-30

EXC EXELON CORP55.7K shares30.29%2026-03-312026-04-30

MFC MANULIFE FINL CORP79.2K shares-3.11%2026-03-312026-04-30

Sponsored

IWN ISHARES TR14.3K shares3.32%2026-03-312026-04-30

SGI SOMNIGROUP INTERNATIONAL INC36.8K shares578.93%2026-03-312026-04-30

FTNT FORTINET INC33.2K shares39.34%2026-03-312026-04-30

JHG JANUS HENDERSON GROUP PLC52.8K shares31.07%2026-03-312026-04-30

BBVA BANCO BILBAO VIZCAYA ARGENTA125.2K shares4.64%2026-03-312026-04-30

APA CORPORATION APA CORPORATION63.7K shares17.65%2026-03-312026-04-30

FBND FIDELITY MERRIMACK STR TR59.2K shares-17.77%2026-03-312026-04-30

IWP ISHARES TR21.1K shares6.95%2026-03-312026-04-30

Sponsored

GWW WW GRAINGER INC2.5K shares8.85%2026-03-312026-04-30

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC27.1K shares10.17%2026-03-312026-04-30

TER TERADYNE INC9.0K shares22.46%2026-03-312026-04-30

IBIT ISHARES BITCOIN TRUST ETF69.3K shares0.15%2026-03-312026-04-30

VTI

VANGUARD INDEX FDS

1.94%

Shares3.8M

Event2026-03-31

Filed2026-04-30

SFGV

EA SERIES TRUST

0.13%

Shares31.8M

Event2026-03-31

Filed2026-04-30

IXUS

ISHARES TR

4.01%

Shares6.0M

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

-2.69%

Shares1.9M

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION

2.01%

Shares2.7M

Event2026-03-31

Filed2026-04-30

VONG

VANGUARD SCOTTSDALE FDS

-1.78%

Shares3.5M

Event2026-03-31

Filed2026-04-30

DSTL

ETF SER SOLUTIONS

2.98%

Shares5.9M

Event2026-03-31

Filed2026-04-30

DFAU

DIMENSIONAL ETF TRUST

3.57%

Shares7.4M

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

-2.30%

Shares832.8K

Event2026-03-31

Filed2026-04-30

JPIE

J P MORGAN EXCHANGE TRADED F

14.15%

Shares6.4M

Event2026-03-31

Filed2026-04-30

VCSH

VANGUARD SCOTTSDALE FDS

6.54%

Shares3.7M

Event2026-03-31

Filed2026-04-30

PYLD

PIMCO ETF TR

16.23%

Shares11.0M

Event2026-03-31

Filed2026-04-30

BINC

BLACKROCK ETF TRUST II

16.17%

Shares5.4M

Event2026-03-31

Filed2026-04-30

BSV

VANGUARD BD INDEX FDS

15.38%

Shares3.4M

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC

0.03%

Shares1.1M

Event2026-03-31

Filed2026-04-30

ALPHABET INC

18.11%

Shares753.3K

Event2026-03-31

Filed2026-04-30

MUB

ISHARES TR

11.92%

Shares2.0M

Event2026-03-31

Filed2026-04-30

GLD

SPDR GOLD TR

-0.85%

Shares469.2K

Event2026-03-31

Filed2026-04-30

BROADCOM INC

1.04%

Shares640.2K

Event2026-03-31

Filed2026-04-30

TDVG

T ROWE PRICE ETF INC

2.25%

Shares4.2M

Event2026-03-31

Filed2026-04-30

DFEM

DIMENSIONAL ETF TRUST

7.61%

Shares5.3M

Event2026-03-31

Filed2026-04-30

DIHP

DIMENSIONAL ETF TRUST

8.26%

Shares5.3M

Event2026-03-31

Filed2026-04-30

ACWI

ISHARES TR

-3.89%

Shares1.2M

Event2026-03-31

Filed2026-04-30

VTV

VANGUARD INDEX FDS

5.42%

Shares781.3K

Event2026-03-31

Filed2026-04-30

SPGM

SPDR INDEX SHS FDS

15.34%

Shares2.0M

Event2026-03-31

Filed2026-04-30

META

META PLATFORMS INC

4.56%

Shares263.9K

Event2026-03-31

Filed2026-04-30

VUG

VANGUARD INDEX FDS

11.71%

Shares345.5K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

1.35%

Shares473.6K

Event2026-03-31

Filed2026-04-30

LLY

ELI LILLY & CO

-2.97%

Shares143.3K

Event2026-03-31

Filed2026-04-30

CAT

CATERPILLAR INC

0.86%

Shares178.8K

Event2026-03-31

Filed2026-04-30

GOLDMAN SACHS GROUP INC

0.26%

Shares147.1K

Event2026-03-31

Filed2026-04-30

BERKSHIRE HATHAWAY INC DEL

-10.06%

Shares252.5K

Event2026-03-31

Filed2026-04-30

RTX

RTX CORPORATION

1.50%

Shares624.3K

Event2026-03-31

Filed2026-04-30

AVUV

AMERICAN CENTY ETF TR

7.18%

Shares1.1M

Event2026-03-31

Filed2026-04-30

XOM

EXXON MOBIL CORP

3.63%

Shares700.9K

Event2026-03-31

Filed2026-04-30

COWZ

PACER FDS TR

1.30%

Shares1.8M

Event2026-03-31

Filed2026-04-30

JPM

JPMORGAN CHASE & CO

-4.90%

Shares374.7K

Event2026-03-31

Filed2026-04-30

DFAI

DIMENSIONAL ETF TRUST

2.29%

Shares2.7M

Event2026-03-31

Filed2026-04-30

SPY

STATE STR SPDR S&P 500 ETF T

0.13%

Shares158.4K

Event2026-03-31

Filed2026-04-30

WMT

WALMART INC

-0.41%

Shares813.1K

Event2026-03-31

Filed2026-04-30

COST

COSTCO WHOLESALE CORPORATION

9.61%

Shares97.3K

Event2026-03-31

Filed2026-04-30

VTEB

VANGUARD MUN BD FDS

8.26%

Shares1.8M

Event2026-03-31

Filed2026-04-30

DFUS

DIMENSIONAL ETF TRUST

-5.77%

Shares1.3M

Event2026-03-31

Filed2026-04-30

IJR

ISHARES TR

2.34%

Shares705.5K

Event2026-03-31

Filed2026-04-30

DFAT

DIMENSIONAL ETF TRUST

2.49%

Shares1.4M

Event2026-03-31

Filed2026-04-30

WYNN

WYNN RESORTS LTD

5.91%

Shares815.7K

Event2026-03-31

Filed2026-04-30

VISA INC

-1.63%

Shares265.8K

Event2026-03-31

Filed2026-04-30

MGV

VANGUARD WORLD FD

-3.37%

Shares546.7K

Event2026-03-31

Filed2026-04-30

VIG

VANGUARD SPECIALIZED FUNDS

3.73%

Shares361.5K

Event2026-03-31

Filed2026-04-30

HOME DEPOT INC

7.14%

Shares219.1K

Event2026-03-31

Filed2026-04-30

IUSV

ISHARES TR

0.05%

Shares695.6K

Event2026-03-31

Filed2026-04-30

PWR

QUANTA SVCS INC

-1.22%

Shares128.8K

Event2026-03-31

Filed2026-04-30

CRM

SALESFORCE INC

8.69%

Shares358.4K

Event2026-03-31

Filed2026-04-30

DFIV

DIMENSIONAL ETF TRUST

-3.21%

Shares1.2M

Event2026-03-31

Filed2026-04-30

AVDV

AMERICAN CENTY ETF TR

1.67%

Shares647.2K

Event2026-03-31

Filed2026-04-30

ICOW

PACER FDS TR

-1.81%

Shares1.5M

Event2026-03-31

Filed2026-04-30

IVV

ISHARES TR

3.50%

Shares96.2K

Event2026-03-31

Filed2026-04-30

VEA

VANGUARD TAX-MANAGED FDS

3.24%

Shares956.4K

Event2026-03-31

Filed2026-04-30

INVESCO QQQ TR

-2.88%

Shares106.0K

Event2026-03-31

Filed2026-04-30

EATON CORP PLC

1.58%

Shares164.3K

Event2026-03-31

Filed2026-04-30

AMGN

AMGEN INC

-0.45%

Shares165.5K

Event2026-03-31

Filed2026-04-30

SGOV

ISHARES TR

-46.17%

Shares519.5K

Event2026-03-31

Filed2026-04-30

IBM

INTERNATIONAL BUSINESS MACHS

0.15%

Shares206.9K

Event2026-03-31

Filed2026-04-30

WASTE MGMT INC DEL

6.13%

Shares216.6K

Event2026-03-31

Filed2026-04-30

BROOKFIELD CORP

1.41%

Shares1.2M

Event2026-03-31

Filed2026-04-30

PARKER-HANNIFIN CORP

-3.03%

Shares54.6K

Event2026-03-31

Filed2026-04-30

PROCTER & GAMBLE CO

1.70%

Shares336.0K

Event2026-03-31

Filed2026-04-30

BAC

BANK AMERICA CORP

-0.22%

Shares986.7K

Event2026-03-31

Filed2026-04-30

JNJ

JOHNSON & JOHNSON

3.54%

Shares194.5K

Event2026-03-31

Filed2026-04-30

BLACKROCK INC

8.35%

Shares47.4K

Event2026-03-31

Filed2026-04-30

MORGAN STANLEY

0.02%

Shares271.4K

Event2026-03-31

Filed2026-04-30

MCD

MCDONALDS CORP

1.30%

Shares143.7K

Event2026-03-31

Filed2026-04-30

SHW

SHERWIN WILLIAMS CO

-4.17%

Shares138.9K

Event2026-03-31

Filed2026-04-30

XYL

XYLEM INC

6.12%

Shares365.3K

Event2026-03-31

Filed2026-04-30

AVRE

AMERICAN CENTY ETF TR

169.11%

Shares987.7K

Event2026-03-31

Filed2026-04-30

DUPONT DE NEMOURS INC

15.50%

Shares929.2K

Event2026-03-31

Filed2026-04-30

TSLA

TESLA INC

3.82%

Shares113.9K

Event2026-03-31

Filed2026-04-30

DFNM

DIMENSIONAL ETF TRUST

3.55%

Shares880.0K

Event2026-03-31

Filed2026-04-30

SPHQ

INVESCO EXCHANGE TRADED FD T

-2.28%

Shares548.9K

Event2026-03-31

Filed2026-04-30

LNG

CHENIERE ENERGY INC

-0.18%

Shares144.5K

Event2026-03-31

Filed2026-04-30

IJH

ISHARES TR

4.20%

Shares604.7K

Event2026-03-31

Filed2026-04-30

SPYM

SPDR SERIES TRUST

-8.81%

Shares509.1K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

19.69%

Shares63.8K

Event2026-03-31

Filed2026-04-30

ABT

ABBOTT LABORATORIES

-1.19%

Shares363.1K

Event2026-03-31

Filed2026-04-30

SCHX

SCHWAB STRATEGIC TR

-0.45%

Shares1.4M

Event2026-03-31

Filed2026-04-30

TJX

TJX COS INC NEW

-0.70%

Shares226.5K

Event2026-03-31

Filed2026-04-30

GLTR

ABRDN PRECIOUS METALS BASKET

-1.73%

Shares163.5K

Event2026-03-31

Filed2026-04-30

MERCK & CO INC

-2.97%

Shares297.0K

Event2026-03-31

Filed2026-04-30

VONV

VANGUARD SCOTTSDALE FDS

-3.11%

Shares374.2K

Event2026-03-31

Filed2026-04-30

PLTR

PALANTIR TECHNOLOGIES INC

1.21%

Shares236.9K

Event2026-03-31

Filed2026-04-30

CVX

CHEVRON CORPORATION

2.53%

Shares160.7K

Event2026-03-31

Filed2026-04-30

ACCENTURE PLC IRELAND

15.80%

Shares163.8K

Event2026-03-31

Filed2026-04-30

SCHW

SCHWAB CHARLES CORP

-4.46%

Shares343.0K

Event2026-03-31

Filed2026-04-30

LABCORP HOLDINGS INC

-5.47%

Shares120.6K

Event2026-03-31

Filed2026-04-30

DIVO

AMPLIFY ETF TR

-5.74%

Shares710.6K

Event2026-03-31

Filed2026-04-30

CITIGROUP INC

1.43%

Shares272.4K

Event2026-03-31

Filed2026-04-30

DFAS

DIMENSIONAL ETF TRUST

-5.08%

Shares429.8K

Event2026-03-31

Filed2026-04-30

AJG

GALLAGHER ARTHUR J & CO

5.46%

Shares139.8K

Event2026-03-31

Filed2026-04-30

PANW

PALO ALTO NETWORKS INC

-14.75%

Shares188.5K

Event2026-03-31

Filed2026-04-30

DUHP

DIMENSIONAL ETF TRUST

-3.87%

Shares820.3K

Event2026-03-31

Filed2026-04-30

SCHG

SCHWAB STRATEGIC TR

-6.26%

Shares1.0M

Event2026-03-31

Filed2026-04-30

INVESCO EXCHANGE TRADED FD T

2.61%

Shares150.0K

Event2026-03-31

Filed2026-04-30

HON

HONEYWELL INTL INC

210.06%

Shares125.1K

Event2026-03-31

Filed2026-04-30

PGR

PROGRESSIVE CORP

19.62%

Shares137.4K

Event2026-03-31

Filed2026-04-30

BLACKSTONE INC

13.02%

Shares233.4K

Event2026-03-31

Filed2026-04-30

IWB

ISHARES TR

-5.79%

Shares74.7K

Event2026-03-31

Filed2026-04-30

JGRO

J P MORGAN EXCHANGE TRADED F

-7.99%

Shares307.9K

Event2026-03-31

Filed2026-04-30

DFSV

DIMENSIONAL ETF TRUST

-2.05%

Shares732.4K

Event2026-03-31

Filed2026-04-30

GEV

GE VERNOVA INC

-0.39%

Shares29.2K

Event2026-03-31

Filed2026-04-30

GE AEROSPACE

2.48%

Shares86.8K

Event2026-03-31

Filed2026-04-30

WFC

WELLS FARGO & CO

-0.03%

Shares298.9K

Event2026-03-31

Filed2026-04-30

ACWX

ISHARES TR

2.71%

Shares346.4K

Event2026-03-31

Filed2026-04-30

FNDF

SCHWAB STRATEGIC TR

-0.81%

Shares482.9K

Event2026-03-31

Filed2026-04-30

MTUM

ISHARES TR

-1.57%

Shares97.3K

Event2026-03-31

Filed2026-04-30

BDYN

BLACKROCK ETF TRUST

2.20%

Shares923.3K

Event2026-03-31

Filed2026-04-30

TSM

TAIWAN SEMICONDUCTOR MANUFAC

6.86%

Shares66.2K

Event2026-03-31

Filed2026-04-30

NFLX

NETFLIX INC.

3.30%

Shares224.7K

Event2026-03-31

Filed2026-04-30

DFUV

DIMENSIONAL ETF TRUST

-3.41%

Shares435.6K

Event2026-03-31

Filed2026-04-30

COCA COLA CO

7.31%

Shares274.3K

Event2026-03-31

Filed2026-04-30

LHX

L3HARRIS TECHNOLOGIES INC

387.11%

Shares60.2K

Event2026-03-31

Filed2026-04-30

IVW

ISHARES TR

-4.18%

Shares182.0K

Event2026-03-31

Filed2026-04-30

DFAX

DIMENSIONAL ETF TRUST

-0.79%

Shares603.5K

Event2026-03-31

Filed2026-04-30

QUAL

ISHARES TR

-2.99%

Shares105.3K

Event2026-03-31

Filed2026-04-30

DISV

DIMENSIONAL ETF TRUST

2.79%

Shares510.3K

Event2026-03-31

Filed2026-04-30

IDVO

AMPLIFY ETF TR

-4.58%

Shares495.4K

Event2026-03-31

Filed2026-04-30

INTF

ISHARES TR

-35.26%

Shares513.3K

Event2026-03-31

Filed2026-04-30

ABBV

ABBVIE INC

-1.31%

Shares90.5K

Event2026-03-31

Filed2026-04-30

GDIV

HARBOR ETF TRUST

-3.65%

Shares1.2M

Event2026-03-31

Filed2026-04-30

OKE

ONEOK INC NEW

1.01%

Shares212.5K

Event2026-03-31

Filed2026-04-30

BSCS

INVESCO EXCH TRD SLF IDX FD

-3.93%

Shares930.7K

Event2026-03-31

Filed2026-04-30

PEP

PEPSICO INC

-6.18%

Shares120.4K

Event2026-03-31

Filed2026-04-30

BSCW

INVESCO EXCH TRD SLF IDX FD

-4.00%

Shares906.1K

Event2026-03-31

Filed2026-04-30

AXP

AMERICAN EXPRESS CO

-0.30%

Shares60.4K

Event2026-03-31

Filed2026-04-30

DFCF

DIMENSIONAL ETF TRUST

-12.14%

Shares429.3K

Event2026-03-31

Filed2026-04-30

QCOM

QUALCOMM INC

-2.55%

Shares140.0K

Event2026-03-31

Filed2026-04-30

BIP

BROOKFIELD INFRASTRUCTURE PA

0.90%

Shares497.6K

Event2026-03-31

Filed2026-04-30

VGSH

VANGUARD SCOTTSDALE FDS

-0.90%

Shares298.5K

Event2026-03-31

Filed2026-04-30

AMAT

APPLIED MATLS INC

8.48%

Shares51.1K

Event2026-03-31

Filed2026-04-30

MICRON TECHNOLOGY INC

18.15%

Shares51.4K

Event2026-03-31

Filed2026-04-30

SCI

SERVICE CORP INTL

-1.29%

Shares210.3K

Event2026-03-31

Filed2026-04-30

PHILIP MORRIS INTL INC

1.71%

Shares104.7K

Event2026-03-31

Filed2026-04-30

GENERAL DYNAMICS CORP

4.82%

Shares50.4K

Event2026-03-31

Filed2026-04-30

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares24

Event2026-03-31

Filed2026-04-30

CMCSA

COMCAST CORP NEW

10.28%

Shares597.8K

Event2026-03-31

Filed2026-04-30

DFAC

DIMENSIONAL ETF TRUST

-3.25%

Shares440.7K

Event2026-03-31

Filed2026-04-30

ORCL

ORACLE CORP

-47.55%

Shares115.7K

Event2026-03-31

Filed2026-04-30

VERIZON COMMUNICATIONS INC

5.34%

Shares337.1K

Event2026-03-31

Filed2026-04-30

DFAR

DIMENSIONAL ETF TRUST

2.81%

Shares706.8K

Event2026-03-31

Filed2026-04-30

AEP

AMERICAN ELEC PWR CO INC

7.86%

Shares127.3K

Event2026-03-31

Filed2026-04-30

MASTERCARD INCORPORATED

-2.71%

Shares33.2K

Event2026-03-31

Filed2026-04-30

IEFA

ISHARES TR

6.19%

Shares180.6K

Event2026-03-31

Filed2026-04-30

DFAE

DIMENSIONAL ETF TRUST

-4.36%

Shares478.6K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

-1.65%

Shares54.0K

Event2026-03-31

Filed2026-04-30

VBR

VANGUARD INDEX FDS

-3.53%

Shares72.0K

Event2026-03-31

Filed2026-04-30

CSCO

CISCO SYS INC

1.12%

Shares200.1K

Event2026-03-31

Filed2026-04-30

XLK

SELECT SECTOR SPDR TR

-2.55%

Shares116.6K

Event2026-03-31

Filed2026-04-30

HUBBELL INC

0.32%

Shares31.4K

Event2026-03-31

Filed2026-04-30

FDN

FIRST TR EXCHANGE-TRADED FD

-1.06%

Shares64.9K

Event2026-03-31

Filed2026-04-30

AGG

ISHARES TR

-9.42%

Shares152.5K

Event2026-03-31

Filed2026-04-30

VCIT

VANGUARD SCOTTSDALE FDS

-0.98%

Shares182.3K

Event2026-03-31

Filed2026-04-30

LAM RESEARCH CORP

15.33%

Shares70.5K

Event2026-03-31

Filed2026-04-30

EFV

ISHARES TR

-2.79%

Shares200.4K

Event2026-03-31

Filed2026-04-30

AT&T INC

8.14%

Shares511.6K

Event2026-03-31

Filed2026-04-30

UNH

UNITEDHEALTH GROUP INC

-6.24%

Shares54.1K

Event2026-03-31

Filed2026-04-30

VXUS

VANGUARD STAR FDS

7.53%

Shares186.4K

Event2026-03-31

Filed2026-04-30

VWO

VANGUARD INTL EQUITY INDEX F

-0.36%

Shares265.8K

Event2026-03-31

Filed2026-04-30

USMV

ISHARES TR

-3.42%

Shares151.1K

Event2026-03-31

Filed2026-04-30

JMST

J P MORGAN EXCHANGE TRADED F

41.58%

Shares272.2K

Event2026-03-31

Filed2026-04-30

SCZ

ISHARES TR

-6.25%

Shares175.4K

Event2026-03-31

Filed2026-04-30

AMD

ADVANCED MICRO DEVICES INC

9.42%

Shares67.4K

Event2026-03-31

Filed2026-04-30

NEE

NEXTERA ENERGY INC

8.90%

Shares144.9K

Event2026-03-31

Filed2026-04-30

CWI

SPDR INDEX SHS FDS

-1.41%

Shares365.9K

Event2026-03-31

Filed2026-04-30

AXL

DAUCH CORP

0.02%

Shares2.2M

Event2026-03-31

Filed2026-04-30

SUB

ISHARES TR

1.01%

Shares123.5K

Event2026-03-31

Filed2026-04-30

BROOKFIELD ASSET MANAGMT LTD

0.78%

Shares291.7K

Event2026-03-31

Filed2026-04-30

LMT

LOCKHEED MARTIN CORP

0.61%

Shares21.1K

Event2026-03-31

Filed2026-04-30

MOAT

VANECK ETF TRUST

-14.30%

Shares131.3K

Event2026-03-31

Filed2026-04-30

BDVL

BLACKROCK ETF TRUST

-1.57%

Shares512.0K

Event2026-03-31

Filed2026-04-30

IWF

ISHARES TR

3.39%

Shares29.1K

Event2026-03-31

Filed2026-04-30

WSM

WILLIAMS SONOMA INC

14.50%

Shares66.6K

Event2026-03-31

Filed2026-04-30

XLI

SELECT SECTOR SPDR TR

-4.20%

Shares75.0K

Event2026-03-31

Filed2026-04-30

UNP

UNION PAC CORP

-29.04%

Shares49.3K

Event2026-03-31

Filed2026-04-30

BOEING CO

18.95%

Shares59.9K

Event2026-03-31

Filed2026-04-30

SCHD

SCHWAB STRATEGIC TR

-1.39%

Shares384.3K

Event2026-03-31

Filed2026-04-30

IWM

ISHARES TR

7.38%

Shares47.4K

Event2026-03-31

Filed2026-04-30

MMM

3M CO

2.28%

Shares80.2K

Event2026-03-31

Filed2026-04-30

FLEX

FLEXTRONICS INTL LTD

2.44%

Shares177.5K

Event2026-03-31

Filed2026-04-30

VANGUARD INTL EQUITY INDEX F

3.36%

Shares82.8K

Event2026-03-31

Filed2026-04-30

MPLX

MPLX LP

2.67%

Shares200.2K

Event2026-03-31

Filed2026-04-30

XLF

SELECT SECTOR SPDR TR

-9.03%

Shares230.7K

Event2026-03-31

Filed2026-04-30

DIS

DISNEY WALT CO

-8.92%

Shares118.0K

Event2026-03-31

Filed2026-04-30

VOE

VANGUARD INDEX FDS

-3.04%

Shares61.3K

Event2026-03-31

Filed2026-04-30

KEYS

KEYSIGHT TECHNOLOGIES INC

1.92%

Shares39.8K

Event2026-03-31

Filed2026-04-30

SCHB

SCHWAB STRATEGIC TR

-6.41%

Shares439.1K

Event2026-03-31

Filed2026-04-30

LOW

LOWES COS INC

-1.96%

Shares46.6K

Event2026-03-31

Filed2026-04-30

TXN

TEXAS INSTRS INC

19.94%

Shares55.1K

Event2026-03-31

Filed2026-04-30

KMI

KINDER MORGAN INC DEL

37.80%

Shares317.3K

Event2026-03-31

Filed2026-04-30

ITOT

ISHARES TR

0.15%

Shares74.4K

Event2026-03-31

Filed2026-04-30

IQLT

ISHARES TR

-3.11%

Shares228.2K

Event2026-03-31

Filed2026-04-30

BWXT

BWX TECHNOLOGIES INC

0.12%

Shares51.6K

Event2026-03-31

Filed2026-04-30

TPL

TEXAS PACIFIC LAND CORPORATI

1358.72%

Shares22.1K

Event2026-03-31

Filed2026-04-30

JMUB

J P MORGAN EXCHANGE TRADED F

7.59%

Shares208.7K

Event2026-03-31

Filed2026-04-30

WPC

WP CAREY INC

1.95%

Shares153.5K

Event2026-03-31

Filed2026-04-30

SOUTHERN CO

10.71%

Shares108.0K

Event2026-03-31

Filed2026-04-30

BMY

BRISTOL-MYERS SQUIBB CO

9.91%

Shares168.3K

Event2026-03-31

Filed2026-04-30

CCJ

CAMECO CORP

-2.83%

Shares93.4K

Event2026-03-31

Filed2026-04-30

VNQ

VANGUARD INDEX FDS

-67.51%

Shares112.6K

Event2026-03-31

Filed2026-04-30

PFE

PFIZER INC

4.51%

Shares354.1K

Event2026-03-31

Filed2026-04-30

XSMO

INVESCO EXCHANGE TRADED FD T

-11.72%

Shares128.8K

Event2026-03-31

Filed2026-04-30

IMTM

ISHARES TR

-1.81%

Shares201.1K

Event2026-03-31

Filed2026-04-30

INTU

INTUIT

8.62%

Shares22.3K

Event2026-03-31

Filed2026-04-30

SCHF

SCHWAB STRATEGIC TR

0.38%

Shares385.7K

Event2026-03-31

Filed2026-04-30

DGRW

WISDOMTREE TR

-3.04%

Shares108.6K

Event2026-03-31

Filed2026-04-30

ACWV

ISHARES INC

1.43%

Shares78.8K

Event2026-03-31

Filed2026-04-30

LUMN

LUMEN TECHNOLOGIES INC

-2.14%

Shares1.3M

Event2026-03-31

Filed2026-04-30

VEU

VANGUARD INTL EQUITY INDEX F

23.85%

Shares122.6K

Event2026-03-31

Filed2026-04-30

DEERE & CO

-4.88%

Shares16.1K

Event2026-03-31

Filed2026-04-30

CHUBB LTD SWITZ

-0.00%

Shares27.3K

Event2026-03-31

Filed2026-04-30

HBAN

HUNTINGTON BANCSHARES INC

-18.13%

Shares565.9K

Event2026-03-31

Filed2026-04-30

LINDE PLC

11.17%

Shares17.6K

Event2026-03-31

Filed2026-04-30

SCHA

SCHWAB STRATEGIC TR

0.42%

Shares297.7K

Event2026-03-31

Filed2026-04-30

TRV

TRAVELERS COMPANIES INC

-1.46%

Shares29.6K

Event2026-03-31

Filed2026-04-30

ZSCALER INC

1.38%

Shares61.3K

Event2026-03-31

Filed2026-04-30

ALTRIA GROUP INC

9.63%

Shares130.3K

Event2026-03-31

Filed2026-04-30

USB

US BANCORP

0.95%

Shares164.4K

Event2026-03-31

Filed2026-04-30

DVY

ISHARES TR

-2.79%

Shares55.8K

Event2026-03-31

Filed2026-04-30

MCK

MCKESSON CORP

1.76%

Shares9.7K

Event2026-03-31

Filed2026-04-30

XLE

SELECT SECTOR SPDR TR

-0.16%

Shares136.6K

Event2026-03-31

Filed2026-04-30

BND

VANGUARD BD INDEX FDS

-18.61%

Shares112.7K

Event2026-03-31

Filed2026-04-30

COP

CONOCOPHILLIPS

15.08%

Shares62.7K

Event2026-03-31

Filed2026-04-30

GLW

CORNING INC

29.60%

Shares60.7K

Event2026-03-31

Filed2026-04-30

RCL

ROYAL CARIBBEAN GROUP

-0.00%

Shares29.9K

Event2026-03-31

Filed2026-04-30

APOLLO GLOBAL MGMT INC

-5.34%

Shares73.6K

Event2026-03-31

Filed2026-04-30

EFA

ISHARES TR

-1.30%

Shares83.4K

Event2026-03-31

Filed2026-04-30

CME

CME GROUP INC

3.63%

Shares27.1K

Event2026-03-31

Filed2026-04-30

TRADEWEB MKTS INC

-10.09%

Shares67.7K

Event2026-03-31

Filed2026-04-30

IEMG

ISHARES INC

-2.66%

Shares113.5K

Event2026-03-31

Filed2026-04-30

DELL

DELL TECHNOLOGIES INC

11.87%

Shares48.0K

Event2026-03-31

Filed2026-04-30

CURTISS WRIGHT CORP

-3.72%

Shares11.5K

Event2026-03-31

Filed2026-04-30

TMO

THERMO FISHER SCIENTIFIC INC

3.04%

Shares15.8K

Event2026-03-31

Filed2026-04-30

IBHF

ISHARES TR

-64.89%

Shares338.0K

Event2026-03-31

Filed2026-04-30

NVT

NVENT ELEC PLC

-2.88%

Shares65.5K

Event2026-03-31

Filed2026-04-30

AVDE

AMERICAN CENTY ETF TR

0.00%

Shares91.3K

Event2026-03-31

Filed2026-04-30

BANK NEW YORK MELLON CORP

-3.99%

Shares65.1K

Event2026-03-31

Filed2026-04-30

KLAC

KLA CORP

14.29%

Shares5.2K

Event2026-03-31

Filed2026-04-30

VGT

VANGUARD WORLD FD

-3.75%

Shares11.0K

Event2026-03-31

Filed2026-04-30

KTOS

KRATOS DEFENSE & SEC SOLUTIO

12.38%

Shares108.5K

Event2026-03-31

Filed2026-04-30

TDG

TRANSDIGM GROUP INC

4.37%

Shares6.6K

Event2026-03-31

Filed2026-04-30

VYM

VANGUARD WHITEHALL FDS

-11.81%

Shares51.5K

Event2026-03-31

Filed2026-04-30

JPST

J P MORGAN EXCHANGE TRADED F

-5.36%

Shares150.1K

Event2026-03-31

Filed2026-04-30

INVESCO EXCH TRADED FD TR II

-1.47%

Shares101.6K

Event2026-03-31

Filed2026-04-30

WWD

WOODWARD INC

-4.52%

Shares20.5K

Event2026-03-31

Filed2026-04-30

ASML

ASML HLDG NV

1.72%

Shares5.5K

Event2026-03-31

Filed2026-04-30

NXPI

NXP SEMICONDUCTORS N V

-72.06%

Shares37.0K

Event2026-03-31

Filed2026-04-30

ITT INC

-3.76%

Shares37.9K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

-5.57%

Shares27.5K

Event2026-03-31

Filed2026-04-30

DFLV

DIMENSIONAL ETF TRUST

-21.31%

Shares201.5K

Event2026-03-31

Filed2026-04-30

DFIS

DIMENSIONAL ETF TRUST

-9.93%

Shares213.1K

Event2026-03-31

Filed2026-04-30

DUKE ENERGY CORP NEW

14.18%

Shares54.8K

Event2026-03-31

Filed2026-04-30

FMB

FIRST TR EXCH TRADED FD III

-9.15%

Shares141.1K

Event2026-03-31

Filed2026-04-30

JEF

JEFFERIES FINANCIAL GROUP IN

-2.23%

Shares172.7K

Event2026-03-31

Filed2026-04-30

ISHARES GOLD TR

-1.21%

Shares80.3K

Event2026-03-31

Filed2026-04-30

GILD

GILEAD SCIENCES INC

6.42%

Shares50.2K

Event2026-03-31

Filed2026-04-30

GMED

GLOBUS MED INC

-1.00%

Shares80.4K

Event2026-03-31

Filed2026-04-30

TSCO

TRACTOR SUPPLY CO

1.00%

Shares149.6K

Event2026-03-31

Filed2026-04-30

PSX

PHILLIPS 66

1.55%

Shares37.2K

Event2026-03-31

Filed2026-04-30

GBTC

GRAYSCALE BITCOIN TRUST ETF

6.92%

Shares127.2K

Event2026-03-31

Filed2026-04-30

VRTX

VERTEX PHARMACEUTICALS INC

9.58%

Shares14.9K

Event2026-03-31

Filed2026-04-30

NVS

NOVARTIS AG

3.16%

Shares43.0K

Event2026-03-31

Filed2026-04-30

INTC

INTEL CORP

12.90%

Shares147.7K

Event2026-03-31

Filed2026-04-30

ADI

ANALOG DEVICES INC

2.93%

Shares20.4K

Event2026-03-31

Filed2026-04-30

BEP

BROOKFIELD RENEWABLE ENERGY

-1.33%

Shares198.5K

Event2026-03-31

Filed2026-04-30

MTZ

MASTEC INC

20.49%

Shares20.1K

Event2026-03-31

Filed2026-04-30

VFMV

VANGUARD WELLINGTON FD

-19.28%

Shares48.4K

Event2026-03-31

Filed2026-04-30

VSS

VANGUARD INTL EQUITY INDEX F

-7.23%

Shares44.2K

Event2026-03-31

Filed2026-04-30

RDNT

RADNET INC

-0.60%

Shares113.0K

Event2026-03-31

Filed2026-04-30

DFSU

DIMENSIONAL ETF TRUST

0.04%

Shares151.4K

Event2026-03-31

Filed2026-04-30

NDAQ

NASDAQ INC

-6.24%

Shares73.2K

Event2026-03-31

Filed2026-04-30

STERIS PLC

2.27%

Shares28.0K

Event2026-03-31

Filed2026-04-30

VLO

VALERO ENERGY CORP

-1.34%

Shares24.9K

Event2026-03-31

Filed2026-04-30

DLR

DIGITAL RLTY TR INC

11.69%

Shares33.7K

Event2026-03-31

Filed2026-04-30

MLM

MARTIN MARIETTA MATLS INC

-16.89%

Shares10.3K

Event2026-03-31

Filed2026-04-30

KMB

KIMBERLY-CLARK CORP

12.42%

Shares62.8K

Event2026-03-31

Filed2026-04-30

SRE

SEMPRA

6.30%

Shares61.8K

Event2026-03-31

Filed2026-04-30

ARISTA NETWORKS INC

17.85%

Shares48.5K

Event2026-03-31

Filed2026-04-30

MAS

MASCO CORP

15.66%

Shares98.2K

Event2026-03-31

Filed2026-04-30

GPN

GLOBAL PMTS INC

-1.05%

Shares87.8K

Event2026-03-31

Filed2026-04-30

IWV

ISHARES TR

-0.72%

Shares15.9K

Event2026-03-31

Filed2026-04-30

ZBH

ZIMMER BIOMET HOLDINGS INC

-0.59%

Shares64.6K

Event2026-03-31

Filed2026-04-30

APH

AMPHENOL CORP

3.72%

Shares46.2K

Event2026-03-31

Filed2026-04-30

FTAI AVIATION LTD

7.38%

Shares23.7K

Event2026-03-31

Filed2026-04-30

BYD

BOYD GAMING CORP

-14.49%

Shares69.9K

Event2026-03-31

Filed2026-04-30

WAT

WATERS CORP

4.15%

Shares19.2K

Event2026-03-31

Filed2026-04-30

IWD

ISHARES TR

6.67%

Shares26.5K

Event2026-03-31

Filed2026-04-30

GVI

ISHARES TR

-5.94%

Shares52.8K

Event2026-03-31

Filed2026-04-30

MNST

MONSTER BEVERAGE CORP NEW

7.79%

Shares77.5K

Event2026-03-31

Filed2026-04-30

FFIV

F5 INC

-2.31%

Shares19.3K

Event2026-03-31

Filed2026-04-30

CMPR

CIMPRESS PLC

4.89%

Shares76.6K

Event2026-03-31

Filed2026-04-30

DGRO

ISHARES TR

-0.73%

Shares79.2K

Event2026-03-31

Filed2026-04-30

BKNG

BOOKING HOLDINGS INC

2.09%

Shares1.3K

Event2026-03-31

Filed2026-04-30

UPS

UNITED PARCEL SVCS INC

-7.72%

Shares56.1K

Event2026-03-31

Filed2026-04-30

COLGATE PALMOLIVE CO

19.20%

Shares64.8K

Event2026-03-31

Filed2026-04-30

AVEM

AMERICAN CENTY ETF TR

-5.36%

Shares68.5K

Event2026-03-31

Filed2026-04-30

FDX

FEDEX CORP

8.72%

Shares15.5K

Event2026-03-31

Filed2026-04-30

VRT

VERTIV HOLDINGS CO

22.99%

Shares21.3K

Event2026-03-31

Filed2026-04-30

ENB

ENBRIDGE INC

-9.19%

Shares98.4K

Event2026-03-31

Filed2026-04-30

DGX

QUEST DIAGNOSTICS INC

1.23%

Shares27.0K

Event2026-03-31

Filed2026-04-30

ISRG

INTUITIVE SURGICAL INC

1.59%

Shares11.4K

Event2026-03-31

Filed2026-04-30

TXT

TEXTRON INC

-15.49%

Shares59.8K

Event2026-03-31

Filed2026-04-30

SNOW

SNOWFLAKE INC

4.69%

Shares34.7K

Event2026-03-31

Filed2026-04-30

IVE

ISHARES TR

-8.27%

Shares24.6K

Event2026-03-31

Filed2026-04-30

MPC

MARATHON PETE CORP

-1.49%

Shares21.2K

Event2026-03-31

Filed2026-04-30

VICI

VICI PPTYS INC

-79.18%

Shares189.1K

Event2026-03-31

Filed2026-04-30

ZION

ZIONS BANCORPORATION NATL AS

-3.06%

Shares89.4K

Event2026-03-31

Filed2026-04-30

TGT

TARGET CORP

1.99%

Shares42.4K

Event2026-03-31

Filed2026-04-30

MUNI

PIMCO ETF TR

-6.82%

Shares98.5K

Event2026-03-31

Filed2026-04-30

DXJ

WISDOMTREE TR

-0.22%

Shares32.4K

Event2026-03-31

Filed2026-04-30

AON PLC

4.64%

Shares15.9K

Event2026-03-31

Filed2026-04-30

XLC

SELECT SECTOR SPDR TR

-16.49%

Shares46.2K

Event2026-03-31

Filed2026-04-30

TEVA

TEVA PHARMACEUTICAL INDS LTD

23.02%

Shares169.7K

Event2026-03-31

Filed2026-04-30

PSA

PUBLIC STORAGE OPER CO

12.82%

Shares18.7K

Event2026-03-31

Filed2026-04-30

MAR

MARRIOTT INTL INC NEW

-0.38%

Shares15.5K

Event2026-03-31

Filed2026-04-30

ICSH

ISHARES TR

-9.94%

Shares99.6K

Event2026-03-31

Filed2026-04-30

ROK

ROCKWELL AUTOMATION INC

-0.50%

Shares13.9K

Event2026-03-31

Filed2026-04-30

GENERAL MTRS CO

-5.82%

Shares66.5K

Event2026-03-31

Filed2026-04-30

WCC

WESCO INTL INC

1.77%

Shares18.1K

Event2026-03-31

Filed2026-04-30

SNPS

SYNOPSYS INC

15.23%

Shares12.5K

Event2026-03-31

Filed2026-04-30

IEUR

ISHARES TR

-12.45%

Shares70.0K

Event2026-03-31

Filed2026-04-30

EVR

EVERCORE INC

-1.24%

Shares16.4K

Event2026-03-31

Filed2026-04-30

HSBC

HSBC HLDGS PLC

-4.08%

Shares59.2K

Event2026-03-31

Filed2026-04-30

HII

HUNTINGTON INGALLS INDS INC

54.12%

Shares12.8K

Event2026-03-31

Filed2026-04-30

CSTM

CONSTELLIUM SE

1.92%

Shares197.2K

Event2026-03-31

Filed2026-04-30

UBER

UBER TECHNOLOGIES INC

13.62%

Shares67.3K

Event2026-03-31

Filed2026-04-30

AGILENT TECHNOLOGIES INC

1.60%

Shares42.2K

Event2026-03-31

Filed2026-04-30

SYK

STRYKER CORPORATION

3.62%

Shares14.5K

Event2026-03-31

Filed2026-04-30

SCHV

SCHWAB STRATEGIC TR

-2.73%

Shares153.2K

Event2026-03-31

Filed2026-04-30

VTIP

VANGUARD MALVERN FDS

-0.21%

Shares93.0K

Event2026-03-31

Filed2026-04-30

VEEV

VEEVA SYS INC

9.29%

Shares26.1K

Event2026-03-31

Filed2026-04-30

SEAGATE TECHNOLOGY HLDNGS PL

23.33%

Shares11.7K

Event2026-03-31

Filed2026-04-30

NOW

SERVICENOW INC

21.81%

Shares43.7K

Event2026-03-31

Filed2026-04-30

VHT

VANGUARD WORLD FD

-2.43%

Shares16.7K

Event2026-03-31

Filed2026-04-30

WDC

WESTERN DIGITAL CORP

22.24%

Shares16.7K

Event2026-03-31

Filed2026-04-30

SHEL

SHELL PLC

3.87%

Shares48.3K

Event2026-03-31

Filed2026-04-30

NEM

NEWMONT CORP

25.25%

Shares41.2K

Event2026-03-31

Filed2026-04-30

NSC

NORFOLK SOUTHN CORP

-80.08%

Shares15.5K

Event2026-03-31

Filed2026-04-30

FNDX

SCHWAB STRATEGIC TR

3.56%

Shares159.2K

Event2026-03-31

Filed2026-04-30

ANNALY CAPITAL MANAGEMENT IN

-3.11%

Shares208.6K

Event2026-03-31

Filed2026-04-30

WAL

WESTERN ALLIANCE BANCORP

-12.38%

Shares61.7K

Event2026-03-31

Filed2026-04-30

PNC

PNC FINL SVCS GROUP INC

6.67%

Shares21.0K

Event2026-03-31

Filed2026-04-30

WMB

WILLIAMS COS INC

6.55%

Shares59.2K

Event2026-03-31

Filed2026-04-30

CRWD

CROWDSTRIKE HLDGS INC

20.92%

Shares11.0K

Event2026-03-31

Filed2026-04-30

SLB

SLB LIMITED

8.68%

Shares83.6K

Event2026-03-31

Filed2026-04-30

FORD MTR CO

48.02%

Shares372.3K

Event2026-03-31

Filed2026-04-30

MEDTRONIC PLC

-6.16%

Shares49.5K

Event2026-03-31

Filed2026-04-30

DHR

DANAHER CORP DEL

-8.01%

Shares22.6K

Event2026-03-31

Filed2026-04-30

SBUX

STARBUCKS CORP

0.41%

Shares47.6K

Event2026-03-31

Filed2026-04-30

JCI

JOHNSON CONTROLS INTERNATION

3.34%

Shares32.3K

Event2026-03-31

Filed2026-04-30

IWR

ISHARES TR

0.04%

Shares43.2K

Event2026-03-31

Filed2026-04-30

IJJ

ISHARES TR

0.00%

Shares31.7K

Event2026-03-31

Filed2026-04-30

XLV

SELECT SECTOR SPDR TR

-1.06%

Shares28.6K

Event2026-03-31

Filed2026-04-30

MINT

PIMCO ETF TR

5.18%

Shares41.5K

Event2026-03-31

Filed2026-04-30

ADBE

ADOBE INC

18.19%

Shares17.2K

Event2026-03-31

Filed2026-04-30

COF

CAPITAL ONE FINL CORP

-5.98%

Shares22.8K

Event2026-03-31

Filed2026-04-30

GSY

INVESCO ACTIVELY MANAGED EXC

-11.54%

Shares83.1K

Event2026-03-31

Filed2026-04-30

CONSOLIDATED EDISON INC

26.22%

Shares36.5K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

1.17%

Shares14.0K

Event2026-03-31

Filed2026-04-30

XLU

SELECT SECTOR SPDR TR

-10.28%

Shares87.6K

Event2026-03-31

Filed2026-04-30

EMR

EMERSON ELEC CO

10.55%

Shares30.7K

Event2026-03-31

Filed2026-04-30

ROP

ROPER TECHNOLOGIES INC

-0.78%

Shares11.3K

Event2026-03-31

Filed2026-04-30

ASTRAZENECA PLC

New

Shares20.3K

Event2026-03-31

Filed2026-04-30

FIX

COMFORT SYS USA INC

-6.96%

Shares2.9K

Event2026-03-31

Filed2026-04-30

LQD

ISHARES TR

17.27%

Shares36.6K

Event2026-03-31

Filed2026-04-30

VNT

VONTIER CORPORATION

4.14%

Shares112.1K

Event2026-03-31

Filed2026-04-30

BIL

SPDR SERIES TRUST

50.78%

Shares43.1K

Event2026-03-31

Filed2026-04-30

CSX

CSX CORP

-52.96%

Shares95.9K

Event2026-03-31

Filed2026-04-30

ONTO

ONTO INNOVATION INC

-3.39%

Shares19.2K

Event2026-03-31

Filed2026-04-30

CEG

CONSTELLATION ENERGY CORP

13.41%

Shares14.0K

Event2026-03-31

Filed2026-04-30

ORLY

OREILLY AUTOMOTIVE INC

9.41%

Shares42.3K

Event2026-03-31

Filed2026-04-30

TMUS

T-MOBILE US INC

6.74%

Shares18.5K

Event2026-03-31

Filed2026-04-30

CVS

CVS HEALTH CORP

-28.37%

Shares54.1K

Event2026-03-31

Filed2026-04-30

AMP

AMERIPRISE FINL INC

3.17%

Shares8.7K

Event2026-03-31

Filed2026-04-30

CENCORA INC

-0.86%

Shares12.3K

Event2026-03-31

Filed2026-04-30

BHP

BHP BILLITON LIMITED

7.33%

Shares53.0K

Event2026-03-31

Filed2026-04-30

WELL

WELLTOWER INC

2.50%

Shares19.5K

Event2026-03-31

Filed2026-04-30

VYMI

VANGUARD WHITEHALL FDS

5.46%

Shares40.8K

Event2026-03-31

Filed2026-04-30

GLOBE LIFE INC

-8.44%

Shares27.5K

Event2026-03-31

Filed2026-04-30

ICE

INTERCONTINENTAL EXCHANGE IN

-6.70%

Shares24.3K

Event2026-03-31

Filed2026-04-30

CACC

CREDIT ACCEP CORP MICH

2.13%

Shares8.9K

Event2026-03-31

Filed2026-04-30

URTH

ISHARES INC

-5.73%

Shares20.7K

Event2026-03-31

Filed2026-04-30

APP

APPLOVIN CORP

-0.63%

Shares9.3K

Event2026-03-31

Filed2026-04-30

MSI

MOTOROLA SOLUTIONS INC

6.23%

Shares8.5K

Event2026-03-31

Filed2026-04-30

BSMT

INVESCO EXCH TRD SLF IDX FD

-5.36%

Shares160.2K

Event2026-03-31

Filed2026-04-30

ALL

ALLSTATE CORP

5.31%

Shares17.8K

Event2026-03-31

Filed2026-04-30

SCHY

SCHWAB STRATEGIC TR

-18.42%

Shares115.8K

Event2026-03-31

Filed2026-04-30

PLD

PROLOGIS INC.

5.66%

Shares27.7K

Event2026-03-31

Filed2026-04-30

SHOP

SHOPIFY INC

35.58%

Shares30.6K

Event2026-03-31

Filed2026-04-30

ZWS

ZURN ELKAY WATER SOLNS CORP

-2.90%

Shares80.8K

Event2026-03-31

Filed2026-04-30

DAL

DELTA AIR LINES INC

22.43%

Shares54.2K

Event2026-03-31

Filed2026-04-30

HIG

HARTFORD INSURANCE GROUP INC

-3.96%

Shares26.7K

Event2026-03-31

Filed2026-04-30

DFSI

DIMENSIONAL ETF TRUST

1.89%

Shares84.7K

Event2026-03-31

Filed2026-04-30

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

-24.81%

Shares58.5K

Event2026-03-31

Filed2026-04-30

SCHM

SCHWAB STRATEGIC TR

0.53%

Shares115.1K

Event2026-03-31

Filed2026-04-30

KROGER CO

19.03%

Shares49.2K

Event2026-03-31

Filed2026-04-30

CHRW

C H ROBINSON WORLDWIDE IN

-11.39%

Shares21.4K

Event2026-03-31

Filed2026-04-30

SONY

SONY GROUP CORP

37.11%

Shares171.6K

Event2026-03-31

Filed2026-04-30

VFVA

VANGUARD WELLINGTON FD

0.03%

Shares26.3K

Event2026-03-31

Filed2026-04-30

SLV

ISHARES SILVER TR

-11.87%

Shares52.0K

Event2026-03-31

Filed2026-04-30

WTV

WISDOMTREE TR

0.15%

Shares37.0K

Event2026-03-31

Filed2026-04-30

YUM

YUM BRANDS INC

3.63%

Shares22.5K

Event2026-03-31

Filed2026-04-30

LIBERTY GLOBAL LTD

-5.80%

Shares297.8K

Event2026-03-31

Filed2026-04-30

CMI

CUMMINS INC

1.39%

Shares6.5K

Event2026-03-31

Filed2026-04-30

HWM

HOWMET AEROSPACE INC

6.47%

Shares15.1K

Event2026-03-31

Filed2026-04-30

SNDK

SANDISK CORP

14.73%

Shares5.5K

Event2026-03-31

Filed2026-04-30

SPYG

SPDR SERIES TRUST

-13.59%

Shares35.5K

Event2026-03-31

Filed2026-04-30

SPSM

SPDR SERIES TRUST

-1.26%

Shares71.6K

Event2026-03-31

Filed2026-04-30

CORP

PIMCO ETF TR

-23.78%

Shares35.7K

Event2026-03-31

Filed2026-04-30

SKM

SK TELECOM CO LTD

33.67%

Shares117.4K

Event2026-03-31

Filed2026-04-30

SPGI

S&P GLOBAL INC

-15.30%

Shares8.1K

Event2026-03-31

Filed2026-04-30

DVN

DEVON ENERGY CORP NEW

7.48%

Shares67.9K

Event2026-03-31

Filed2026-04-30

XEL

XCEL ENERGY INC

-4.10%

Shares43.0K

Event2026-03-31

Filed2026-04-30

ACGL

ARCH CAP GROUP LTD

1.17%

Shares35.5K

Event2026-03-31

Filed2026-04-30

EFAV

ISHARES TR

-16.40%

Shares37.2K

Event2026-03-31

Filed2026-04-30

RVTY

REVVITY INC

6.28%

Shares38.6K

Event2026-03-31

Filed2026-04-30

DTE

DTE ENERGY CO

17.48%

Shares23.0K

Event2026-03-31

Filed2026-04-30

HLT

HILTON WORLDWIDE HLDGS INC

17.06%

Shares11.0K

Event2026-03-31

Filed2026-04-30

GII

SPDR INDEX SHS FDS

-2.43%

Shares43.9K

Event2026-03-31

Filed2026-04-30

MMC

MARSH & MCLENNAN COS INC

11.55%

Shares19.1K

Event2026-03-31

Filed2026-04-30

GAP

GAP INC

-2.14%

Shares136.6K

Event2026-03-31

Filed2026-04-30

EOG

EOG RES INC

49.61%

Shares22.8K

Event2026-03-31

Filed2026-04-30

VMBS

VANGUARD SCOTTSDALE FDS

-5.67%

Shares69.5K

Event2026-03-31

Filed2026-04-30

IUSB

ISHARES TR

New

Shares70.3K

Event2026-03-31

Filed2026-04-30

SUNCOR ENERGY INC NEW

-7.82%

Shares49.0K

Event2026-03-31

Filed2026-04-30

SPTM

SPDR SERIES TRUST

0.03%

Shares40.7K

Event2026-03-31

Filed2026-04-30

TFC

TRUIST FINL CORP

7.34%

Shares69.9K

Event2026-03-31

Filed2026-04-30

ELECTRONIC ARTS INC

9.71%

Shares15.7K

Event2026-03-31

Filed2026-04-30

TRANE TECHNOLOGIES PLC

18.63%

Shares7.7K

Event2026-03-31

Filed2026-04-30

VST

VISTRA CORP

68.23%

Shares21.2K

Event2026-03-31

Filed2026-04-30

SDY

SPDR SERIES TRUST

-2.14%

Shares21.7K

Event2026-03-31

Filed2026-04-30

ROST

ROSS STORES INC

-9.06%

Shares14.6K

Event2026-03-31

Filed2026-04-30

ROYAL BK CDA

-10.14%

Shares19.5K

Event2026-03-31

Filed2026-04-30

VSGX

VANGUARD WORLD FD

6.99%

Shares43.7K

Event2026-03-31

Filed2026-04-30

MPWR

MONOLITHIC PWR SYS INC

6.36%

Shares2.9K

Event2026-03-31

Filed2026-04-30

FCX

FREEPORT MCMORAN INC

45.76%

Shares53.0K

Event2026-03-31

Filed2026-04-30

FIRSTENERGY CORP

27.77%

Shares61.3K

Event2026-03-31

Filed2026-04-30

ITRI

ITRON INC

4.58%

Shares34.6K

Event2026-03-31

Filed2026-04-30

AKAM

AKAMAI TECHNOLOGIES INC

131.28%

Shares27.0K

Event2026-03-31

Filed2026-04-30

BROOKFIELD INFRASTRUCTURE CO

2.00%

Shares78.4K

Event2026-03-31

Filed2026-04-30

SAP

SAP SE

59.70%

Shares18.1K

Event2026-03-31

Filed2026-04-30

AXS

AXIS CAP HLDGS LTD

-8.99%

Shares30.5K

Event2026-03-31

Filed2026-04-30

SAN

BANCO SANTANDER SA

29.83%

Shares273.5K

Event2026-03-31

Filed2026-04-30

ASX

ASE TECHNOLOGY HLDG CO LTD

1.82%

Shares141.1K

Event2026-03-31

Filed2026-04-30

BSX

BOSTON SCIENTIFIC CORP

1.44%

Shares48.2K

Event2026-03-31

Filed2026-04-30

JBND

J P MORGAN EXCHANGE TRADED F

-21.69%

Shares56.3K

Event2026-03-31

Filed2026-04-30

TOYOTA MOTOR CORP

40.86%

Shares14.7K

Event2026-03-31

Filed2026-04-30

SMFG

SUMITOMO MITSUI FIN GRP INC

54.07%

Shares152.9K

Event2026-03-31

Filed2026-04-30

NOC

NORTHROP GRUMMAN CORP

3.86%

Shares4.4K

Event2026-03-31

Filed2026-04-30

CIEN

CIENA CORP

1.49%

Shares7.7K

Event2026-03-31

Filed2026-04-30

CASY

CASEYS GEN STORES INC

-2.18%

Shares4.1K

Event2026-03-31

Filed2026-04-30

FAST

FASTENAL CO

15.05%

Shares64.0K

Event2026-03-31

Filed2026-04-30

DYNATRACE INC

5.17%

Shares80.3K

Event2026-03-31

Filed2026-04-30

CFG

CITIZENS FINL GROUP INC

10.96%

Shares49.4K

Event2026-03-31

Filed2026-04-30

NTRS

NORTHERN TR CORP

2.27%

Shares21.2K

Event2026-03-31

Filed2026-04-30

CDNS

CADENCE DESIGN SYSTEM INC

24.91%

Shares10.6K

Event2026-03-31

Filed2026-04-30

AFL

AFLAC INC

7.67%

Shares26.9K

Event2026-03-31

Filed2026-04-30

XLY

SELECT SECTOR SPDR TR

6.35%

Shares27.0K

Event2026-03-31

Filed2026-04-30

EBAY

EBAY INC.

-1.84%

Shares32.4K

Event2026-03-31

Filed2026-04-30

CTVA

CORTEVA INC

2.10%

Shares34.9K

Event2026-03-31

Filed2026-04-30

VBK

VANGUARD INDEX FDS

-6.55%

Shares9.6K

Event2026-03-31

Filed2026-04-30

ITW

ILLINOIS TOOL WKS INC

10.73%

Shares11.2K

Event2026-03-31

Filed2026-04-30

PCOR

PROCORE TECHNOLOGIES INC

130.22%

Shares50.7K

Event2026-03-31

Filed2026-04-30

CAH

CARDINAL HEALTH INC

3.75%

Shares13.7K

Event2026-03-31

Filed2026-04-30

HCA

HCA HEALTHCARE INC

12.92%

Shares6.1K

Event2026-03-31

Filed2026-04-30

CUBE

CUBESMART

28.49%

Shares78.5K

Event2026-03-31

Filed2026-04-30

MKL

MARKEL GROUP INC

-13.34%

Shares1.5K

Event2026-03-31

Filed2026-04-30

EDWARDS LIFESCIENCES CORP

5.84%

Shares35.3K

Event2026-03-31

Filed2026-04-30

NU HLDGS LTD

9.55%

Shares196.7K

Event2026-03-31

Filed2026-04-30

RING

ISHARES INC

-2.46%

Shares35.6K

Event2026-03-31

Filed2026-04-30

THE CIGNA GROUP

-57.19%

Shares10.5K

Event2026-03-31

Filed2026-04-30

BSSX

INVESCO EXCH TRD SLF IDX FD

-7.92%

Shares110.3K

Event2026-03-31

Filed2026-04-30

BABA

ALIBABA GROUP HLDG LTD

-4.98%

Shares22.3K

Event2026-03-31

Filed2026-04-30

SCHE

SCHWAB STRATEGIC TR

-1.66%

Shares85.0K

Event2026-03-31

Filed2026-04-30

XLP

SELECT SECTOR SPDR TR

-1.48%

Shares34.1K

Event2026-03-31

Filed2026-04-30

GGG

GRACO INC

5.72%

Shares32.8K

Event2026-03-31

Filed2026-04-30

ESGV

VANGUARD WORLD FD

0.30%

Shares24.7K

Event2026-03-31

Filed2026-04-30

EVRG

EVERGY INC

1.02%

Shares33.6K

Event2026-03-31

Filed2026-04-30

ECL

ECOLAB INC

29.26%

Shares10.3K

Event2026-03-31

Filed2026-04-30

EXC

EXELON CORP

30.29%

Shares55.7K

Event2026-03-31

Filed2026-04-30

MFC

MANULIFE FINL CORP

-3.11%

Shares79.2K

Event2026-03-31

Filed2026-04-30

IWN

ISHARES TR

3.32%

Shares14.3K

Event2026-03-31

Filed2026-04-30

SGI

SOMNIGROUP INTERNATIONAL INC

578.93%

Shares36.8K

Event2026-03-31

Filed2026-04-30

FTNT

FORTINET INC

39.34%

Shares33.2K

Event2026-03-31

Filed2026-04-30

JHG

JANUS HENDERSON GROUP PLC

31.07%

Shares52.8K

Event2026-03-31

Filed2026-04-30

BBVA

BANCO BILBAO VIZCAYA ARGENTA

4.64%

Shares125.2K

Event2026-03-31

Filed2026-04-30

APA CORPORATION

17.65%

Shares63.7K

Event2026-03-31

Filed2026-04-30

FBND

FIDELITY MERRIMACK STR TR

-17.77%

Shares59.2K

Event2026-03-31

Filed2026-04-30

IWP

ISHARES TR

6.95%

Shares21.1K

Event2026-03-31

Filed2026-04-30

GWW

WW GRAINGER INC

8.85%

Shares2.5K

Event2026-03-31

Filed2026-04-30

MARVELL TECHNOLOGY INC

10.17%

Shares27.1K

Event2026-03-31

Filed2026-04-30

TER

TERADYNE INC

22.46%

Shares9.0K

Event2026-03-31

Filed2026-04-30

IBIT

ISHARES BITCOIN TRUST ETF

0.15%

Shares69.3K

Event2026-03-31

Filed2026-04-30

Call Option Holdings

SPY Call CallSTATE STR SPDR S&P 500 ETF T37.7K shares-10.24%2026-03-312026-04-30

NVDA Call CallNVIDIA CORPORATION6.0K shares0.00%2026-03-312026-04-30

INVESCO QQQ TR Call CallINVESCO QQQ TR1.8K shares-79.31%2026-03-312026-04-30

BHC Call CallBAUSCH HEALTH COS INC147.2K shares227.11%2026-03-312026-04-30

PYPL Call CallPAYPAL HLDGS INC5.0K shares-50.00%2026-03-312026-04-30

AMZN Call CallAMAZON COM INC900 shares125.00%2026-03-312026-04-30

GLD Call CallSPDR GOLD TR300 shares-50.00%2026-03-312026-04-30

MSFT Call CallMICROSOFT CORP300 shares-40.00%2026-03-312026-04-30

AAPL Call CallAPPLE INC400 sharesnew addition2026-03-312026-04-30

GS Call CallGOLDMAN SACHS GROUP INC100 shares0.00%2026-03-312026-04-30

ORCL Call CallORACLE CORP500 sharesnew addition2026-03-312026-04-30

WMB Call CallWILLIAMS COS INC1.0K shares-50.00%2026-03-312026-04-30

BROADCOM INC Call CallBROADCOM INC300 shares200.00%2026-03-312026-04-30

EQT CORP Call CallEQT CORP1.0K sharesnew addition2026-03-312026-04-30

BABA Call CallALIBABA GROUP HLDG LTD400 sharesnew addition2026-03-312026-04-30

NKE Call CallNIKE INC800 shares0.00%2026-03-312026-04-30

ADBE Call CallADOBE INC100 sharesnew addition2026-03-312026-04-30

AFRM Call CallAFFIRM HLDGS INC100 sharesnew addition2026-03-312026-04-30

VST Call CallVISTRA CORP400 sharesnew addition2026-03-312026-04-30

NFLX Call CallNETFLIX INC.100 shares-85.71%2026-03-312026-04-30

GOSS Call CallGOSSAMER BIO INC3.0K sharesnew addition2026-03-312026-04-30

XLE Call CallSELECT SECTOR SPDR TR100 sharesnew addition2026-03-312026-04-30

TECK Call CallTECK RESOURCES LTD100 sharesnew addition2026-03-312026-04-30

SPY Call

STATE STR SPDR S&P 500 ETF T

-10.24%

Shares37.7K

Event2026-03-31

Filed2026-04-30

NVDA Call

NVIDIA CORPORATION

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-30

INVESCO QQQ TR Call

INVESCO QQQ TR

-79.31%

Shares1.8K

Event2026-03-31

Filed2026-04-30

BHC Call

BAUSCH HEALTH COS INC

227.11%

Shares147.2K

Event2026-03-31

Filed2026-04-30

PYPL Call

PAYPAL HLDGS INC

-50.00%

Shares5.0K

Event2026-03-31

Filed2026-04-30

AMZN Call

AMAZON COM INC

125.00%

Shares900

Event2026-03-31

Filed2026-04-30

GLD Call

SPDR GOLD TR

-50.00%

Shares300

Event2026-03-31

Filed2026-04-30

MSFT Call

MICROSOFT CORP

-40.00%

Shares300

Event2026-03-31

Filed2026-04-30

AAPL Call

APPLE INC

New

Shares400

Event2026-03-31

Filed2026-04-30

GS Call

GOLDMAN SACHS GROUP INC

0.00%

Shares100

Event2026-03-31

Filed2026-04-30

ORCL Call

ORACLE CORP

New

Shares500

Event2026-03-31

Filed2026-04-30

WMB Call

WILLIAMS COS INC

-50.00%

Shares1.0K

Event2026-03-31

Filed2026-04-30

BROADCOM INC Call

BROADCOM INC

200.00%

Shares300

Event2026-03-31

Filed2026-04-30

EQT CORP Call

EQT CORP

New

Shares1.0K

Event2026-03-31

Filed2026-04-30

BABA Call

ALIBABA GROUP HLDG LTD

New

Shares400

Event2026-03-31

Filed2026-04-30

NKE Call

NIKE INC

0.00%

Shares800

Event2026-03-31

Filed2026-04-30

ADBE Call

ADOBE INC

New

Shares100

Event2026-03-31

Filed2026-04-30

AFRM Call

AFFIRM HLDGS INC

New

Shares100

Event2026-03-31

Filed2026-04-30

VST Call

VISTRA CORP

New

Shares400

Event2026-03-31

Filed2026-04-30

NFLX Call

NETFLIX INC.

-85.71%

Shares100

Event2026-03-31

Filed2026-04-30

GOSS Call

GOSSAMER BIO INC

New

Shares3.0K

Event2026-03-31

Filed2026-04-30

XLE Call

SELECT SECTOR SPDR TR

New

Shares100

Event2026-03-31

Filed2026-04-30

TECK Call

TECK RESOURCES LTD

New

Shares100

Event2026-03-31

Filed2026-04-30

Put Option Holdings

PGR Put PutPROGRESSIVE CORP25.5K shares0.00%2026-03-312026-04-30

XOM Put PutEXXON MOBIL CORP19.4K shares0.00%2026-03-312026-04-30

MSFT Put PutMICROSOFT CORP7.0K shares-14.63%2026-03-312026-04-30

NVDA Put PutNVIDIA CORPORATION13.7K shares-3.52%2026-03-312026-04-30

JNJ Put PutJOHNSON & JOHNSON8.6K shares-4.44%2026-03-312026-04-30

AAPL Put PutAPPLE INC7.1K shares0.00%2026-03-312026-04-30

VST Put PutVISTRA CORP5.9K shares0.00%2026-03-312026-04-30

ABBV Put PutABBVIE INC4.0K sharesnew addition2026-03-312026-04-30

BROADCOM INC Put PutBROADCOM INC2.3K shares0.00%2026-03-312026-04-30

ABT Put PutABBOTT LABORATORIES4.4K sharesnew addition2026-03-312026-04-30

JPM Put PutJPMORGAN CHASE & CO1.0K sharesnew addition2026-03-312026-04-30

PLTR Put PutPALANTIR TECHNOLOGIES INC200 sharesnew addition2026-03-312026-04-30

GE AEROSPACE Put PutGE AEROSPACE100 sharesnew addition2026-03-312026-04-30

PGR Put

PROGRESSIVE CORP

0.00%

Shares25.5K

Event2026-03-31

Filed2026-04-30

XOM Put

EXXON MOBIL CORP

0.00%

Shares19.4K

Event2026-03-31

Filed2026-04-30

MSFT Put

MICROSOFT CORP

-14.63%

Shares7.0K

Event2026-03-31

Filed2026-04-30

NVDA Put

NVIDIA CORPORATION

-3.52%

Shares13.7K

Event2026-03-31

Filed2026-04-30

JNJ Put

JOHNSON & JOHNSON

-4.44%

Shares8.6K

Event2026-03-31

Filed2026-04-30

AAPL Put

APPLE INC

0.00%

Shares7.1K

Event2026-03-31

Filed2026-04-30

VST Put

VISTRA CORP

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-30

ABBV Put

ABBVIE INC

New

Shares4.0K

Event2026-03-31

Filed2026-04-30

BROADCOM INC Put

BROADCOM INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-30

ABT Put

ABBOTT LABORATORIES

New

Shares4.4K

Event2026-03-31

Filed2026-04-30

JPM Put

JPMORGAN CHASE & CO

New

Shares1.0K

Event2026-03-31

Filed2026-04-30

PLTR Put

PALANTIR TECHNOLOGIES INC

New

Shares200

Event2026-03-31

Filed2026-04-30

GE AEROSPACE Put

GE AEROSPACE

New

Shares100

Event2026-03-31

Filed2026-04-30