Sponsored
The Analysis of SHP Wealth Management's Holdings & P&L
Currently, SHP Wealth Management holds 1826 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in USTB (+1.2M shares, valued at $63.0M), IDMO (+1.1M shares, valued at $62.6M), VCIT (+150.6K shares, valued at $12.5M); decreased their positions in ISTB (-1.4M shares, valued at $68.4M), MOAT (-226.0K shares, valued at $21.9M), SHYG (-100.3K shares, valued at $4.2M); initiated new positions in GLOF (+17.6K shares, valued at $919.7K), IOO (+7.6K shares, valued at $913.4K), FPAG (+25.0K shares, valued at $907.7K).
1M P&L
+5.4M+0.52%
3M P&L
+19.9M+1.95%
HY P&L
-49.6M-4.55%
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/A802.3M
83.5%
2Semiconductors21.4M
2.2%
3Consumer Electronics16.8M
1.7%
Top Industries by Stock Count
1N/A508 stocks
30.1%
2Software - Application62 stocks
3.7%
3Software - Infrastructure42 stocks
2.5%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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VANGUARD INDEX FDS
0.61%VANGUARD INDEX FDS
Shares554.6K
Event2026-03-31
Filed2026-05-08
IDMO
132.36%INVESCO EXCH TRADED FD TR II
Shares2.0M
Event2026-03-31
Filed2026-05-08
DGRO
-1.37%ISHARES TR
Shares1.2M
Event2026-03-31
Filed2026-05-08
VCIT
17.81%VANGUARD SCOTTSDALE FDS
Shares996.0K
Event2026-03-31
Filed2026-05-08
IUSG
6.49%ISHARES TR
Shares496.6K
Event2026-03-31
Filed2026-05-08
USTB
63100.76%VICTORY PORTFOLIOS II
Shares1.2M
Event2026-03-31
Filed2026-05-08
FELC
9.32%FIDELITY COVINGTON TRUST
Shares1.7M
Event2026-03-31
Filed2026-05-08
JEPI
25.72%J P MORGAN EXCHANGE TRADED F
Shares941.9K
Event2026-03-31
Filed2026-05-08
VO
5.49%VANGUARD INDEX FDS
Shares83.7K
Event2026-03-31
Filed2026-05-08
FLBL
-12.43%FRANKLIN TEMPLETON ETF TR
Shares1.0M
Event2026-03-31
Filed2026-05-08
SPY
2.88%STATE STR SPDR S&P 500 ETF T
Shares35.3K
Event2026-03-31
Filed2026-05-08
SHYG
-16.07%ISHARES TR
Shares523.8K
Event2026-03-31
Filed2026-05-08
JMEE
1.11%J P MORGAN EXCHANGE TRADED F
Shares322.3K
Event2026-03-31
Filed2026-05-08
NVDA
3.37%NVIDIA CORPORATION
Shares101.7K
Event2026-03-31
Filed2026-05-08
AAPL
1.30%APPLE INC
Shares66.0K
Event2026-03-31
Filed2026-05-08
FDVV
5.30%FIDELITY COVINGTON TRUST
Shares203.1K
Event2026-03-31
Filed2026-05-08
LVHI
4.31%LEGG MASON ETF INVT
Shares254.6K
Event2026-03-31
Filed2026-05-08
INVESCO QQQ TR
4.60%INVESCO QQQ TR
Shares17.8K
Event2026-03-31
Filed2026-05-08
MSFT
-0.20%MICROSOFT CORP
Shares23.4K
Event2026-03-31
Filed2026-05-08
FTHI
4.95%FIRST TR EXCHANGE TRADED FD
Shares374.3K
Event2026-03-31
Filed2026-05-08
AMZN
-4.53%AMAZON COM INC
Shares38.1K
Event2026-03-31
Filed2026-05-08
JEPQ
1.44%J P MORGAN EXCHANGE TRADED F
Shares139.9K
Event2026-03-31
Filed2026-05-08
VTI
2.84%VANGUARD INDEX FDS
Shares18.6K
Event2026-03-31
Filed2026-05-08
ALPHABET INC
-4.37%ALPHABET INC
Shares20.4K
Event2026-03-31
Filed2026-05-08
IVV
-4.37%ISHARES TR
Shares7.5K
Event2026-03-31
Filed2026-05-08
META
-0.56%META PLATFORMS INC
Shares7.1K
Event2026-03-31
Filed2026-05-08
VTV
23.25%VANGUARD INDEX FDS
Shares19.9K
Event2026-03-31
Filed2026-05-08
XOM
19.23%EXXON MOBIL CORP
Shares21.9K
Event2026-03-31
Filed2026-05-08
ALPHABET INC
-3.53%ALPHABET INC
Shares12.7K
Event2026-03-31
Filed2026-05-08
JQUA
16.11%J P MORGAN EXCHANGE TRADED F
Shares53.1K
Event2026-03-31
Filed2026-05-08
TSLA
1.86%TESLA INC
Shares8.4K
Event2026-03-31
Filed2026-05-08
MS
-1.72%MORGAN STANLEY
Shares18.0K
Event2026-03-31
Filed2026-05-08
VEA
5.98%VANGUARD TAX-MANAGED FDS
Shares45.4K
Event2026-03-31
Filed2026-05-08
FBND
25.45%FIDELITY MERRIMACK STR TR
Shares63.5K
Event2026-03-31
Filed2026-05-08
JPM
-7.82%JPMORGAN CHASE &CO
Shares9.8K
Event2026-03-31
Filed2026-05-08
BERKSHIRE HATHAWAY INC DEL
-4.15%BERKSHIRE HATHAWAY INC DEL
Shares5.9K
Event2026-03-31
Filed2026-05-08
SYY
0.07%SYSCO CORP
Shares35.4K
Event2026-03-31
Filed2026-05-08
GLD
0.65%SPDR GOLD TR
Shares5.9K
Event2026-03-31
Filed2026-05-08
BROADCOM INC
2.30%BROADCOM INC
Shares8.0K
Event2026-03-31
Filed2026-05-08
JAAA
8.46%JANUS DETROIT STR TR
Shares46.1K
Event2026-03-31
Filed2026-05-08
CIBR
23.78%FIRST TR EXCHANGE-TRADED FD
Shares35.3K
Event2026-03-31
Filed2026-05-08
BUFR
-7.57%FIRST TR EXCHNG TRADED FD VI
Shares63.3K
Event2026-03-31
Filed2026-05-08
LLY
-8.57%ELI LILLY &CO
Shares2.3K
Event2026-03-31
Filed2026-05-08
ABBV
0.11%ABBVIE INC
Shares9.7K
Event2026-03-31
Filed2026-05-08
MOAT
-91.24%VANECK ETF TRUST
Shares21.7K
Event2026-03-31
Filed2026-05-08
IGLD
2.53%FIRST TR EXCHANGE-TRADED FD
Shares81.7K
Event2026-03-31
Filed2026-05-08
ADP
0.29%AUTOMATIC DATA PROCESSING IN
Shares10.0K
Event2026-03-31
Filed2026-05-08
ES
-0.08%EVERSOURCE ENERGY
Shares28.5K
Event2026-03-31
Filed2026-05-08
GLDM
46.95%WORLD GOLD TR
Shares21.1K
Event2026-03-31
Filed2026-05-08
JPIB
-5.85%J P MORGAN EXCHANGE TRADED F
Shares40.3K
Event2026-03-31
Filed2026-05-08
RTX
61.63%RTX CORPORATION
Shares9.8K
Event2026-03-31
Filed2026-05-08
JNJ
4.40%JOHNSON &JOHNSON
Shares7.5K
Event2026-03-31
Filed2026-05-08
ISTB
-97.42%ISHARES TR
Shares37.4K
Event2026-03-31
Filed2026-05-08
QTUM
24.29%ETF SER SOLUTIONS
Shares16.7K
Event2026-03-31
Filed2026-05-08
PG
0.08%PROCTER &GAMBLE CO
Shares12.3K
Event2026-03-31
Filed2026-05-08
HGER
82.99%HARBOR ETF TRUST
Shares56.5K
Event2026-03-31
Filed2026-05-08
V
-9.28%VISA INC
Shares5.7K
Event2026-03-31
Filed2026-05-08
MCD
0.39%MCDONALDS CORP
Shares5.4K
Event2026-03-31
Filed2026-05-08
HD
-6.94%HOME DEPOT INC
Shares4.6K
Event2026-03-31
Filed2026-05-08
CAT
-4.79%CATERPILLAR INC
Shares2.1K
Event2026-03-31
Filed2026-05-08
AMAT
-23.98%APPLIED MATLS INC
Shares4.2K
Event2026-03-31
Filed2026-05-08
MTUM
-0.33%ISHARES TR
Shares5.7K
Event2026-03-31
Filed2026-05-08
COST
-4.94%COSTCO WHOLESALE CORPORATION
Shares1.3K
Event2026-03-31
Filed2026-05-08
VB
65.71%VANGUARD INDEX FDS
Shares5.0K
Event2026-03-31
Filed2026-05-08
WMT
5.84%WALMART INC
Shares10.6K
Event2026-03-31
Filed2026-05-08
SPGM
262.48%SPDR INDEX SHS FDS
Shares16.7K
Event2026-03-31
Filed2026-05-08
MU
1.64%MICRON TECHNOLOGY INC
Shares3.7K
Event2026-03-31
Filed2026-05-08
VUG
18.77%VANGUARD INDEX FDS
Shares2.7K
Event2026-03-31
Filed2026-05-08
VZ
0.02%VERIZON COMMUNICATIONS INC
Shares22.8K
Event2026-03-31
Filed2026-05-08
PLTR
4.50%PALANTIR TECHNOLOGIES INC
Shares7.8K
Event2026-03-31
Filed2026-05-08
SPYI
5204.58%NEOS ETF TRUST
Shares23.2K
Event2026-03-31
Filed2026-05-08
IJR
-10.10%ISHARES TR
Shares9.0K
Event2026-03-31
Filed2026-05-08
FSMD
17.82%FIDELITY COVINGTON TRUST
Shares24.9K
Event2026-03-31
Filed2026-05-08
VCSH
-7.15%VANGUARD SCOTTSDALE FDS
Shares14.0K
Event2026-03-31
Filed2026-05-08
VLO
0.70%VALERO ENERGY CORP
Shares4.5K
Event2026-03-31
Filed2026-05-08
VIGI
-15.04%VANGUARD WHITEHALL FDS
Shares12.4K
Event2026-03-31
Filed2026-05-08
IYZ
35.33%ISHARES TR
Shares27.5K
Event2026-03-31
Filed2026-05-08
VYM
-7.25%VANGUARD WHITEHALL FDS
Shares7.3K
Event2026-03-31
Filed2026-05-08
FDL
-10.35%FIRST TR EXCHANGE-TRADED FD
Shares21.1K
Event2026-03-31
Filed2026-05-08
CVX
4.96%CHEVRON CORPORATION
Shares5.1K
Event2026-03-31
Filed2026-05-08
ADPV
60.39%SERIES PORTFOLIOS TR
Shares24.6K
Event2026-03-31
Filed2026-05-08
CLOA
26.83%BLACKROCK ETF TRUST II
Shares20.0K
Event2026-03-31
Filed2026-05-08
MA
-1.12%MASTERCARD INCORPORATED
Shares2.0K
Event2026-03-31
Filed2026-05-08
WM
-17.65%WASTE MGMT INC DEL
Shares4.3K
Event2026-03-31
Filed2026-05-08
IEFA
-3.44%ISHARES TR
Shares10.9K
Event2026-03-31
Filed2026-05-08
PM
-10.83%PHILIP MORRIS INTL INC
Shares5.9K
Event2026-03-31
Filed2026-05-08
FNDA
-9.42%SCHWAB STRATEGIC TR
Shares29.2K
Event2026-03-31
Filed2026-05-08
IBM
1.03%INTERNATIONAL BUSINESS MACHS
Shares3.8K
Event2026-03-31
Filed2026-05-08
VT
16520.00%VANGUARD INTL EQUITY INDEX F
Shares6.6K
Event2026-03-31
Filed2026-05-08
SPLB
-10.75%SPDR SERIES TRUST
Shares41.4K
Event2026-03-31
Filed2026-05-08
GLOF
NewISHARES TR
Shares17.6K
Event2026-03-31
Filed2026-05-08
NATO
19.18%THEMES ETF TR
Shares23.9K
Event2026-03-31
Filed2026-05-08
MCK
-24.25%MCKESSON CORP
Shares1.1K
Event2026-03-31
Filed2026-05-08
JBND
-5.59%J P MORGAN EXCHANGE TRADED F
Shares17.0K
Event2026-03-31
Filed2026-05-08
IOO
NewISHARES TR
Shares7.6K
Event2026-03-31
Filed2026-05-08
FPAG
NewINVESTMENT MANAGERS SER TR I
Shares25.0K
Event2026-03-31
Filed2026-05-08
IWF
1.10%ISHARES TR
Shares2.1K
Event2026-03-31
Filed2026-05-08
SHLD
42.97%GLOBAL X FDS
Shares12.6K
Event2026-03-31
Filed2026-05-08
SCHD
-7.82%SCHWAB STRATEGIC TR
Shares29.0K
Event2026-03-31
Filed2026-05-08
ITOT
75.34%ISHARES TR
Shares6.2K
Event2026-03-31
Filed2026-05-08
EFX
0.19%EQUIFAX INC
Shares4.8K
Event2026-03-31
Filed2026-05-08
OMFL
-22.36%INVESCO EXCH TRD SLF IDX FD
Shares14.3K
Event2026-03-31
Filed2026-05-08
SRLN
-5.50%SSGA ACTIVE ETF TR
Shares21.2K
Event2026-03-31
Filed2026-05-08
FTNT
-18.42%FORTINET INC
Shares10.2K
Event2026-03-31
Filed2026-05-08
FLMI
-0.75%FRANKLIN TEMPLETON ETF TR
Shares33.7K
Event2026-03-31
Filed2026-05-08
SELECT SECTOR SPDR TR
NewSELECT SECTOR SPDR TR
Shares29.1K
Event2026-03-31
Filed2026-05-08
SPGI
-14.09%S&P GLOBAL INC
Shares1.9K
Event2026-03-31
Filed2026-05-08
T
-5.22%AT&T INC
Shares27.4K
Event2026-03-31
Filed2026-05-08
TJX
3.35%TJX COS INC NEW
Shares4.9K
Event2026-03-31
Filed2026-05-08
BAC
-6.02%BANK AMERICA CORP
Shares16.2K
Event2026-03-31
Filed2026-05-08
HDV
-4.24%ISHARES TR
Shares5.8K
Event2026-03-31
Filed2026-05-08
DIS
0.52%DISNEY WALT CO
Shares8.1K
Event2026-03-31
Filed2026-05-08
NFLX
3.86%NETFLIX INC.
Shares8.1K
Event2026-03-31
Filed2026-05-08
FTEC
-9.32%FIDELITY COVINGTON TRUST
Shares3.7K
Event2026-03-31
Filed2026-05-08
MERCK &CO INC
4.03%MERCK &CO INC
Shares6.3K
Event2026-03-31
Filed2026-05-08
DON
-13.77%WISDOMTREE TR
Shares14.3K
Event2026-03-31
Filed2026-05-08
AIPO
NewTIDAL TRUST II
Shares30.0K
Event2026-03-31
Filed2026-05-08
VEU
-19.40%VANGUARD INTL EQUITY INDEX F
Shares9.9K
Event2026-03-31
Filed2026-05-08
ORLY
-16.78%OREILLY AUTOMOTIVE INC
Shares7.8K
Event2026-03-31
Filed2026-05-08
NOBL
0.21%PROSHARES TR
Shares6.6K
Event2026-03-31
Filed2026-05-08
INTF
NewISHARES TR
Shares17.9K
Event2026-03-31
Filed2026-05-08
FNF
-0.09%FIDELITY NATL FINL INC
Shares14.7K
Event2026-03-31
Filed2026-05-08
BN
-19.07%BROOKFIELD CORP
Shares16.2K
Event2026-03-31
Filed2026-05-08
VPU
-5.82%VANGUARD WORLD FD
Shares3.2K
Event2026-03-31
Filed2026-05-08
AMD
50.36%ADVANCED MICRO DEVICES INC
Shares3.1K
Event2026-03-31
Filed2026-05-08
CTA
18.30%SIMPLIFY EXCHANGE TRADED FUN
Shares20.8K
Event2026-03-31
Filed2026-05-08
MELI
8.08%MERCADOLIBRE INC
Shares361
Event2026-03-31
Filed2026-05-08
TRV
4.66%TRAVELERS COMPANIES INC
Shares2.1K
Event2026-03-31
Filed2026-05-08
GENERAL DYNAMICS CORP
0.06%GENERAL DYNAMICS CORP
Shares1.8K
Event2026-03-31
Filed2026-05-08
TD
0.00%TORONTO DOMINION BK ONT
Shares6.6K
Event2026-03-31
Filed2026-05-08
LAM RESEARCH CORP
26.47%LAM RESEARCH CORP
Shares2.8K
Event2026-03-31
Filed2026-05-08
TSM
5.52%TAIWAN SEMICONDUCTOR MANUFAC
Shares1.8K
Event2026-03-31
Filed2026-05-08
DLN
1.04%WISDOMTREE TR
Shares6.8K
Event2026-03-31
Filed2026-05-08
CARR
0.06%CARRIER GLOBAL CORPORATION
Shares10.7K
Event2026-03-31
Filed2026-05-08
JPST
-8.66%J P MORGAN EXCHANGE TRADED F
Shares11.8K
Event2026-03-31
Filed2026-05-08
QQQM
7.68%INVESCO EXCH TRADED FD TR II
Shares2.5K
Event2026-03-31
Filed2026-05-08
UNH
-0.28%UNITEDHEALTH GROUP INC
Shares2.2K
Event2026-03-31
Filed2026-05-08
IGIB
-12.40%ISHARES TR
Shares10.7K
Event2026-03-31
Filed2026-05-08
HIG
4.98%HARTFORD INSURANCE GROUP INC
Shares4.2K
Event2026-03-31
Filed2026-05-08
DELL
4.01%DELL TECHNOLOGIES INC
Shares3.4K
Event2026-03-31
Filed2026-05-08
FELG
0.08%FIDELITY COVINGTON TRUST
Shares14.6K
Event2026-03-31
Filed2026-05-08
NEE
14.22%NEXTERA ENERGY INC
Shares5.9K
Event2026-03-31
Filed2026-05-08
CSCO
-4.14%CISCO SYS INC
Shares6.9K
Event2026-03-31
Filed2026-05-08
USHY
-9.20%ISHARES TR
Shares14.4K
Event2026-03-31
Filed2026-05-08
SO
-7.51%SOUTHERN CO
Shares5.5K
Event2026-03-31
Filed2026-05-08
SPYG
-27.85%SPDR SERIES TRUST
Shares5.4K
Event2026-03-31
Filed2026-05-08
PEP
22.22%PEPSICO INC
Shares3.4K
Event2026-03-31
Filed2026-05-08
USMV
-0.31%ISHARES TR
Shares5.5K
Event2026-03-31
Filed2026-05-08
FDM
NewFIRST TR EXCHANGE-TRADED FD
Shares6.2K
Event2026-03-31
Filed2026-05-08
MMIN
-0.54%NEW YORK LIFE INVTS ACTIVE E
Shares21.2K
Event2026-03-31
Filed2026-05-08
VHT
-0.05%VANGUARD WORLD FD
Shares1.8K
Event2026-03-31
Filed2026-05-08
IEMG
-4.31%ISHARES INC
Shares7.2K
Event2026-03-31
Filed2026-05-08
VV
0.00%VANGUARD INDEX FDS
Shares1.7K
Event2026-03-31
Filed2026-05-08
GE AEROSPACE
4.53%GE AEROSPACE
Shares1.7K
Event2026-03-31
Filed2026-05-08
KO
8.55%COCA COLA CO
Shares6.5K
Event2026-03-31
Filed2026-05-08
EWY
NewISHARES INC
Shares4.0K
Event2026-03-31
Filed2026-05-08
VFLO
-26.21%VICTORY PORTFOLIOS II
Shares12.4K
Event2026-03-31
Filed2026-05-08
GEV
11.52%GE VERNOVA INC
Shares552
Event2026-03-31
Filed2026-05-08
SMH
4.04%VANECK ETF TRUST
Shares1.2K
Event2026-03-31
Filed2026-05-08
NUE
-24.97%NUCOR CORP
Shares2.8K
Event2026-03-31
Filed2026-05-08
CEG
-19.26%CONSTELLATION ENERGY CORP
Shares1.7K
Event2026-03-31
Filed2026-05-08
IWR
-21.24%ISHARES TR
Shares4.8K
Event2026-03-31
Filed2026-05-08
ORR
NewEA SERIES TRUST
Shares12.5K
Event2026-03-31
Filed2026-05-08
IXUS
-36.45%ISHARES TR
Shares5.2K
Event2026-03-31
Filed2026-05-08
SPYV
-20.34%SPDR SERIES TRUST
Shares7.9K
Event2026-03-31
Filed2026-05-08
GS
-8.54%GOLDMAN SACHS GROUP INC
Shares525
Event2026-03-31
Filed2026-05-08
IWM
-20.03%ISHARES TR
Shares1.8K
Event2026-03-31
Filed2026-05-08
CME
-21.45%CME GROUP INC
Shares1.5K
Event2026-03-31
Filed2026-05-08
EMR
-11.75%EMERSON ELEC CO
Shares3.2K
Event2026-03-31
Filed2026-05-08
VGT
-25.40%VANGUARD WORLD FD
Shares602
Event2026-03-31
Filed2026-05-08
SPOT
-9.40%SPOTIFY TECHNOLOGY S A
Shares867
Event2026-03-31
Filed2026-05-08
UCON
-13.88%FIRST TR EXCHNG TRADED FD VI
Shares16.9K
Event2026-03-31
Filed2026-05-08
ISRG
-15.70%INTUITIVE SURGICAL INC
Shares902
Event2026-03-31
Filed2026-05-08
CRWD
-0.86%CROWDSTRIKE HLDGS INC
Shares1.0K
Event2026-03-31
Filed2026-05-08
BA
-1.50%BOEING CO
Shares2.0K
Event2026-03-31
Filed2026-05-08
PAVE
149.28%GLOBAL X FDS
Shares7.8K
Event2026-03-31
Filed2026-05-08
EATON CORP PLC
-10.40%EATON CORP PLC
Shares1.1K
Event2026-03-31
Filed2026-05-08
SHY
12.65%ISHARES TR
Shares4.6K
Event2026-03-31
Filed2026-05-08
MSI
3.20%MOTOROLA SOLUTIONS INC
Shares872
Event2026-03-31
Filed2026-05-08
AON PLC
2.10%AON PLC
Shares1.2K
Event2026-03-31
Filed2026-05-08
TDIV
0.00%FIRST TR EXCHANGE TRADED FD
Shares4.0K
Event2026-03-31
Filed2026-05-08
SEAGATE TECHNOLOGY HLDNGS PL
2.41%SEAGATE TECHNOLOGY HLDNGS PL
Shares936
Event2026-03-31
Filed2026-05-08
RDVY
-3.00%FIRST TR EXCHANGE TRADED FD
Shares5.3K
Event2026-03-31
Filed2026-05-08
DVY
0.84%ISHARES TR
Shares2.4K
Event2026-03-31
Filed2026-05-08
STT
2.46%STATE STR CORP
Shares2.8K
Event2026-03-31
Filed2026-05-08
SEIC
0.51%SEI INVTS CO
Shares4.6K
Event2026-03-31
Filed2026-05-08
BMY
1.56%BRISTOL-MYERS SQUIBB CO
Shares5.9K
Event2026-03-31
Filed2026-05-08
SCHB
0.00%SCHWAB STRATEGIC TR
Shares14.2K
Event2026-03-31
Filed2026-05-08
IJH
4.76%ISHARES TR
Shares5.2K
Event2026-03-31
Filed2026-05-08
SCHE
-35.32%SCHWAB STRATEGIC TR
Shares10.6K
Event2026-03-31
Filed2026-05-08
ASML
7.59%ASML HLDG NV
Shares255
Event2026-03-31
Filed2026-05-08
UAMY
0.00%UNITED STATES ANTIMONY CORP
Shares38.3K
Event2026-03-31
Filed2026-05-08
ECL
6.10%ECOLAB INC
Shares1.3K
Event2026-03-31
Filed2026-05-08
SPHQ
0.14%INVESCO EXCHANGE TRADED FD T
Shares4.4K
Event2026-03-31
Filed2026-05-08
RACE
7.94%FERRARI N V
Shares952
Event2026-03-31
Filed2026-05-08
ORCL
-5.86%ORACLE CORP
Shares2.2K
Event2026-03-31
Filed2026-05-08
FIS
1.17%FIDELITY NATL INFORMATION SV
Shares6.7K
Event2026-03-31
Filed2026-05-08
MAR
2.45%MARRIOTT INTL INC NEW
Shares963
Event2026-03-31
Filed2026-05-08
RDVI
0.00%FIRST TR EXCHANGE-TRADED FD
Shares12.3K
Event2026-03-31
Filed2026-05-08
VIG
0.00%VANGUARD SPECIALIZED FUNDS
Shares1.4K
Event2026-03-31
Filed2026-05-08
QCOM
-4.88%QUALCOMM INC
Shares2.4K
Event2026-03-31
Filed2026-05-08
MDYG
-24.00%SPDR SERIES TRUST
Shares3.2K
Event2026-03-31
Filed2026-05-08
IWB
1.84%ISHARES TR
Shares831
Event2026-03-31
Filed2026-05-08
TE CONNECTIVITY PLC
-4.90%TE CONNECTIVITY PLC
Shares1.4K
Event2026-03-31
Filed2026-05-08
DUKE ENERGY CORP NEW
4.08%DUKE ENERGY CORP NEW
Shares2.2K
Event2026-03-31
Filed2026-05-08
HEFA
NewISHARES TR
Shares6.7K
Event2026-03-31
Filed2026-05-08
HON
2.78%HONEYWELL INTL INC
Shares1.3K
Event2026-03-31
Filed2026-05-08
CCJ
-32.30%CAMECO CORP
Shares2.6K
Event2026-03-31
Filed2026-05-08
SPYM
4.84%SPDR SERIES TRUST
Shares3.7K
Event2026-03-31
Filed2026-05-08
O
-12.81%REALTY INCOME CORP
Shares4.6K
Event2026-03-31
Filed2026-05-08
LINDE PLC
19.53%LINDE PLC
Shares563
Event2026-03-31
Filed2026-05-08
MO
-7.10%ALTRIA GROUP INC
Shares4.1K
Event2026-03-31
Filed2026-05-08
PFE
20.00%PFIZER INC
Shares9.6K
Event2026-03-31
Filed2026-05-08
ABT
7.57%ABBOTT LABORATORIES
Shares2.6K
Event2026-03-31
Filed2026-05-08
NLR
-65.25%VANECK ETF TRUST
Shares2.0K
Event2026-03-31
Filed2026-05-08
FLRT
NewPACER FDS TR
Shares5.6K
Event2026-03-31
Filed2026-05-08
HYGH
NewISHARES U S ETF TR
Shares3.0K
Event2026-03-31
Filed2026-05-08
LMT
3.89%LOCKHEED MARTIN CORP
Shares427
Event2026-03-31
Filed2026-05-08
NUGO
-35.04%NUSHARES ETF TR
Shares7.1K
Event2026-03-31
Filed2026-05-08
PFXF
NewVANECK ETF TRUST
Shares14.4K
Event2026-03-31
Filed2026-05-08
HYD
-6.51%VANECK ETF TRUST
Shares5.0K
Event2026-03-31
Filed2026-05-08
CMCSA
1.49%COMCAST CORP NEW
Shares8.7K
Event2026-03-31
Filed2026-05-08
ALL
2.63%ALLSTATE CORP
Shares1.2K
Event2026-03-31
Filed2026-05-08
MPC
5.25%MARATHON PETE CORP
Shares1.0K
Event2026-03-31
Filed2026-05-08
UBER
3.83%UBER TECHNOLOGIES INC
Shares3.5K
Event2026-03-31
Filed2026-05-08
CNI
0.33%CANADIAN NATL RY CO
Shares2.4K
Event2026-03-31
Filed2026-05-08
COF
9.10%CAPITAL ONE FINL CORP
Shares1.4K
Event2026-03-31
Filed2026-05-08
VRIG
8.34%INVESCO ACTIVELY MANAGED EXC
Shares9.9K
Event2026-03-31
Filed2026-05-08
GILD
7.46%GILEAD SCIENCES INC
Shares1.8K
Event2026-03-31
Filed2026-05-08
LOW
5.23%LOWES COS INC
Shares1.0K
Event2026-03-31
Filed2026-05-08
BR
0.20%BROADRIDGE FINL SOLUTIONS IN
Shares1.5K
Event2026-03-31
Filed2026-05-08
EMB
-13.44%ISHARES TR
Shares2.6K
Event2026-03-31
Filed2026-05-08
BLACKROCK INC
-7.97%BLACKROCK INC
Shares254
Event2026-03-31
Filed2026-05-08
SLV
11.95%ISHARES SILVER TR
Shares3.5K
Event2026-03-31
Filed2026-05-08
SHEL
-4.88%SHELL PLC
Shares2.6K
Event2026-03-31
Filed2026-05-08
EFIV
0.00%SPDR SERIES TRUST
Shares3.8K
Event2026-03-31
Filed2026-05-08
INVESCO EXCHANGE TRADED FD T
111.32%INVESCO EXCHANGE TRADED FD T
Shares1.2K
Event2026-03-31
Filed2026-05-08
QUAL
-1.36%ISHARES TR
Shares1.2K
Event2026-03-31
Filed2026-05-08
SDY
-1.41%SPDR SERIES TRUST
Shares1.6K
Event2026-03-31
Filed2026-05-08
VRTX
7.82%VERTEX PHARMACEUTICALS INC
Shares524
Event2026-03-31
Filed2026-05-08
TT
1.82%TRANE TECHNOLOGIES PLC
Shares560
Event2026-03-31
Filed2026-05-08
SMLF
NewISHARES TR
Shares3.1K
Event2026-03-31
Filed2026-05-08
TXRH
-25.32%TEXAS ROADHOUSE INC
Shares1.4K
Event2026-03-31
Filed2026-05-08
SHOP
1.48%SHOPIFY INC
Shares1.9K
Event2026-03-31
Filed2026-05-08
AVUV
-18.30%AMERICAN CENTY ETF TR
Shares2.0K
Event2026-03-31
Filed2026-05-08
SHW
8.00%SHERWIN WILLIAMS CO
Shares702
Event2026-03-31
Filed2026-05-08
SIVR
-1.11%ABRDN SILVER ETF TRUST
Shares3.1K
Event2026-03-31
Filed2026-05-08
IVW
-1.35%ISHARES TR
Shares2.0K
Event2026-03-31
Filed2026-05-08
ISHARES GOLD TR
38.57%ISHARES GOLD TR
Shares2.5K
Event2026-03-31
Filed2026-05-08
XLV
-0.33%SELECT SECTOR SPDR TR
Shares1.5K
Event2026-03-31
Filed2026-05-08
MGK
0.00%VANGUARD WORLD FD
Shares598
Event2026-03-31
Filed2026-05-08
TXN
-10.32%TEXAS INSTRS INC
Shares1.1K
Event2026-03-31
Filed2026-05-08
AXP
6.07%AMERICAN EXPRESS CO
Shares716
Event2026-03-31
Filed2026-05-08
GARP
NewISHARES TR
Shares3.4K
Event2026-03-31
Filed2026-05-08
GLW
27.67%CORNING INC
Shares1.6K
Event2026-03-31
Filed2026-05-08
CGDV
-13.55%CAPITAL GROUP DIVIDEND VALUE
Shares5.0K
Event2026-03-31
Filed2026-05-08
IDV
-1.57%ISHARES TR
Shares5.0K
Event2026-03-31
Filed2026-05-08
CTVA
2.97%CORTEVA INC
Shares2.5K
Event2026-03-31
Filed2026-05-08
AMT
2.25%AMERICAN TOWER CORP
Shares1.2K
Event2026-03-31
Filed2026-05-08
NEM
11.06%NEWMONT CORP
Shares1.9K
Event2026-03-31
Filed2026-05-08
GSLC
0.00%GOLDMAN SACHS ETF TR
Shares1.7K
Event2026-03-31
Filed2026-05-08
BIBL
0.00%NORTHERN LTS FD TR IV
Shares4.4K
Event2026-03-31
Filed2026-05-08
HLT
4.48%HILTON WORLDWIDE HLDGS INC
Shares677
Event2026-03-31
Filed2026-05-08
EPD
2.22%ENTERPRISE PRODS PARTNERS L
Shares5.4K
Event2026-03-31
Filed2026-05-08
MBS
NewANGEL OAK FUNDS TRUST
Shares23.7K
Event2026-03-31
Filed2026-05-08
SPTL
NewSPDR SERIES TRUST
Shares7.8K
Event2026-03-31
Filed2026-05-08
VGSH
6.80%VANGUARD SCOTTSDALE FDS
Shares3.5K
Event2026-03-31
Filed2026-05-08
ARTY
-35.19%ISHARES TR
Shares4.4K
Event2026-03-31
Filed2026-05-08
NI
1.17%NISOURCE INC
Shares4.3K
Event2026-03-31
Filed2026-05-08
XLE
3.19%SELECT SECTOR SPDR TR
Shares3.3K
Event2026-03-31
Filed2026-05-08
MAIN
-0.05%MAIN STR CAP CORP
Shares3.8K
Event2026-03-31
Filed2026-05-08
DIA
0.00%STATE STR SPDR DOW JONES IND
Shares432
Event2026-03-31
Filed2026-05-08
QQQJ
-35.65%INVESCO EXCH TRADED FD TR II
Shares5.5K
Event2026-03-31
Filed2026-05-08
VICI
2.40%VICI PPTYS INC
Shares7.2K
Event2026-03-31
Filed2026-05-08
XLK
5.16%SELECT SECTOR SPDR TR
Shares1.5K
Event2026-03-31
Filed2026-05-08
VRT
10.34%VERTIV HOLDINGS CO
Shares768
Event2026-03-31
Filed2026-05-08
DASH
-10.38%DOORDASH INC
Shares1.3K
Event2026-03-31
Filed2026-05-08
SFM
26.31%SPROUTS FMRS MKT INC
Shares2.5K
Event2026-03-31
Filed2026-05-08
MTB
1.65%M &T BK CORP
Shares923
Event2026-03-31
Filed2026-05-08
ONON
-22.21%ON HLDG AG
Shares5.6K
Event2026-03-31
Filed2026-05-08
UNP
88.83%UNION PAC CORP
Shares778
Event2026-03-31
Filed2026-05-08
MET
-22.75%METLIFE INC
Shares2.6K
Event2026-03-31
Filed2026-05-08
BINC
-4.66%BLACKROCK ETF TRUST II
Shares3.6K
Event2026-03-31
Filed2026-05-08
NVS
-19.41%NOVARTIS AG
Shares1.2K
Event2026-03-31
Filed2026-05-08
ZBRA
-1.24%ZEBRA TECHNOLOGIES CORPORATI
Shares875
Event2026-03-31
Filed2026-05-08
PUTNAM ETF TRUST
10.57%PUTNAM ETF TRUST
Shares20.0K
Event2026-03-31
Filed2026-05-08
INDB
-0.59%INDEPENDENT BK CORP MASS
Shares2.4K
Event2026-03-31
Filed2026-05-08
VWO
185.16%VANGUARD INTL EQUITY INDEX F
Shares3.3K
Event2026-03-31
Filed2026-05-08
IBD
0.00%NORTHERN LTS FD TR IV
Shares7.4K
Event2026-03-31
Filed2026-05-08
MSTR
239.81%STRATEGY INC
Shares1.4K
Event2026-03-31
Filed2026-05-08
PRU
-26.54%PRUDENTIAL FINL INC
Shares1.8K
Event2026-03-31
Filed2026-05-08
SCHM
0.18%SCHWAB STRATEGIC TR
Shares5.6K
Event2026-03-31
Filed2026-05-08
IGOV
28.95%ISHARES TR
Shares4.2K
Event2026-03-31
Filed2026-05-08
SLYG
-28.27%SPDR SERIES TRUST
Shares1.8K
Event2026-03-31
Filed2026-05-08
SCHP
148.22%SCHWAB STRATEGIC TR
Shares6.5K
Event2026-03-31
Filed2026-05-08
XMVM
65.05%INVESCO EXCHANGE TRADED FD T
Shares2.7K
Event2026-03-31
Filed2026-05-08
COP
15.03%CONOCOPHILLIPS
Shares1.3K
Event2026-03-31
Filed2026-05-08
GDX
-16.25%VANECK ETF TRUST
Shares1.9K
Event2026-03-31
Filed2026-05-08
IRM
-4.00%IRON MTN INC DEL
Shares1.7K
Event2026-03-31
Filed2026-05-08
ADI
6.55%ANALOG DEVICES INC
Shares537
Event2026-03-31
Filed2026-05-08
VUSB
NewVANGUARD BD INDEX FDS
Shares3.4K
Event2026-03-31
Filed2026-05-08
FNDE
-39.89%SCHWAB STRATEGIC TR
Shares4.5K
Event2026-03-31
Filed2026-05-08
FBCG
0.00%FIDELITY COVINGTON TRUST
Shares3.4K
Event2026-03-31
Filed2026-05-08
AXSM
6.49%AXSOME THERAPEUTICS INC.
Shares1.0K
Event2026-03-31
Filed2026-05-08
CAH
27.52%CARDINAL HEALTH INC
Shares797
Event2026-03-31
Filed2026-05-08
SBUX
3.83%STARBUCKS CORP
Shares1.9K
Event2026-03-31
Filed2026-05-08
CL
-15.26%COLGATE PALMOLIVE CO
Shares2.0K
Event2026-03-31
Filed2026-05-08
TPR
-2.91%TAPESTRY INC
Shares1.2K
Event2026-03-31
Filed2026-05-08
EQT CORP
2.27%EQT CORP
Shares2.6K
Event2026-03-31
Filed2026-05-08
TQQQ
4.09%PROSHARES TR
Shares3.8K
Event2026-03-31
Filed2026-05-08
HYS
0.12%PIMCO ETF TR
Shares1.7K
Event2026-03-31
Filed2026-05-08
CROWN CASTLE INC
-18.13%CROWN CASTLE INC
Shares1.9K
Event2026-03-31
Filed2026-05-08
JCI
6.09%JOHNSON CONTROLS INTERNATION
Shares1.2K
Event2026-03-31
Filed2026-05-08
IVE
-0.95%ISHARES TR
Shares733
Event2026-03-31
Filed2026-05-08
PANW
11.10%PALO ALTO NETWORKS INC
Shares961
Event2026-03-31
Filed2026-05-08
AMGN
18.38%AMGEN INC
Shares438
Event2026-03-31
Filed2026-05-08
BOXX
-82.60%EA SERIES TRUST
Shares1.3K
Event2026-03-31
Filed2026-05-08
OALC
0.00%UNIFIED SER TR
Shares4.5K
Event2026-03-31
Filed2026-05-08
AGG
598.63%ISHARES TR
Shares1.5K
Event2026-03-31
Filed2026-05-08
CITIGROUP INC
-34.35%CITIGROUP INC
Shares1.3K
Event2026-03-31
Filed2026-05-08
BSX
3.24%BOSTON SCIENTIFIC CORP
Shares2.4K
Event2026-03-31
Filed2026-05-08
SCHX
3.62%SCHWAB STRATEGIC TR
Shares5.8K
Event2026-03-31
Filed2026-05-08
BIL
1.20%SPDR SERIES TRUST
Shares1.6K
Event2026-03-31
Filed2026-05-08
QNITY ELECTRONICS INC
33.93%QNITY ELECTRONICS INC
Shares1.3K
Event2026-03-31
Filed2026-05-08
AIQ
0.03%GLOBAL X FDS
Shares3.1K
Event2026-03-31
Filed2026-05-08
INTC
28.53%INTEL CORP
Shares3.3K
Event2026-03-31
Filed2026-05-08
PKST
0.00%PEAKSTONE REALTY TRUST
Shares6.8K
Event2026-03-31
Filed2026-05-08
DAL
3.84%DELTA AIR LINES INC
Shares2.1K
Event2026-03-31
Filed2026-05-08
VXF
-2.31%VANGUARD INDEX FDS
Shares677
Event2026-03-31
Filed2026-05-08
SE
-4.16%SEA LTD
Shares1.7K
Event2026-03-31
Filed2026-05-08
MARVELL TECHNOLOGY INC
13.39%MARVELL TECHNOLOGY INC
Shares1.4K
Event2026-03-31
Filed2026-05-08
WBD
3.40%WARNER BROS DISCOVERY INC
Shares5.0K
Event2026-03-31
Filed2026-05-08
CVS
6.95%CVS HEALTH CORP
Shares1.9K
Event2026-03-31
Filed2026-05-08
AME
8.76%AMETEK INC
Shares633
Event2026-03-31
Filed2026-05-08
ENB
-10.24%ENBRIDGE INC
Shares2.5K
Event2026-03-31
Filed2026-05-08
PSX
6.28%PHILLIPS 66
Shares728
Event2026-03-31
Filed2026-05-08
IJS
0.00%ISHARES TR
Shares1.1K
Event2026-03-31
Filed2026-05-08
CEF
0.00%SPROTT ASSET MANAGEMENT LP
Shares2.8K
Event2026-03-31
Filed2026-05-08
ED
7.04%CONSOLIDATED EDISON INC
Shares1.2K
Event2026-03-31
Filed2026-05-08
THE CIGNA GROUP
4.50%THE CIGNA GROUP
Shares488
Event2026-03-31
Filed2026-05-08
XYZ
79.52%BLOCK INC
Shares2.1K
Event2026-03-31
Filed2026-05-08
IWD
2.56%ISHARES TR
Shares602
Event2026-03-31
Filed2026-05-08
WFC
12.72%WELLS FARGO &CO
Shares1.6K
Event2026-03-31
Filed2026-05-08
RVTY
37.04%REVVITY INC
Shares1.4K
Event2026-03-31
Filed2026-05-08
BALI
2.87%BLACKROCK ETF TRUST
Shares4.0K
Event2026-03-31
Filed2026-05-08
OKE
15.20%ONEOK INC NEW
Shares1.4K
Event2026-03-31
Filed2026-05-08
COIN
-9.56%COINBASE GLOBAL INC
Shares700
Event2026-03-31
Filed2026-05-08
ITW
-30.21%ILLINOIS TOOL WKS INC
Shares469
Event2026-03-31
Filed2026-05-08
ETR
1.78%ENTERGY CORP NEW
Shares1.1K
Event2026-03-31
Filed2026-05-08
TDY
4.17%TELEDYNE TECHNOLOGIES INC
Shares200
Event2026-03-31
Filed2026-05-08
BKNG
47.37%BOOKING HOLDINGS INC
Shares28
Event2026-03-31
Filed2026-05-08
SPTM
2.63%SPDR SERIES TRUST
Shares1.5K
Event2026-03-31
Filed2026-05-08
CRWV
4.51%COREWEAVE INC
Shares1.6K
Event2026-03-31
Filed2026-05-08
ARISTA NETWORKS INC
16.83%ARISTA NETWORKS INC
Shares979
Event2026-03-31
Filed2026-05-08
PPA
0.00%INVESCO EXCHANGE TRADED FD T
Shares724
Event2026-03-31
Filed2026-05-08
INTU
23.11%INTUIT
Shares277
Event2026-03-31
Filed2026-05-08
VCLT
0.95%VANGUARD SCOTTSDALE FDS
Shares1.6K
Event2026-03-31
Filed2026-05-08
XLF
0.95%SELECT SECTOR SPDR TR
Shares2.3K
Event2026-03-31
Filed2026-05-08
ACCENTURE PLC IRELAND
-15.50%ACCENTURE PLC IRELAND
Shares578
Event2026-03-31
Filed2026-05-08
IMO
0.58%IMPERIAL OIL LTD
Shares868
Event2026-03-31
Filed2026-05-08
SLB
7.79%SLB LIMITED
Shares2.2K
Event2026-03-31
Filed2026-05-08
CM
0.34%CANADIAN IMPERIAL BANK OF CO
Shares1.2K
Event2026-03-31
Filed2026-05-08
MDLZ
3.05%MONDELEZ INTL INC
Shares2.0K
Event2026-03-31
Filed2026-05-08
SYK
31.42%STRYKER CORPORATION
Shares343
Event2026-03-31
Filed2026-05-08
BLACKSTONE INC
5.73%BLACKSTONE INC
Shares978
Event2026-03-31
Filed2026-05-08
VXUS
83.18%VANGUARD STAR FDS
Shares1.4K
Event2026-03-31
Filed2026-05-08
APH
81.03%AMPHENOL CORP
Shares878
Event2026-03-31
Filed2026-05-08
DIREXION SHARES ETF TRUST
NewDIREXION SHARES ETF TRUST
Shares1.8K
Event2026-03-31
Filed2026-05-08
NOW
6.94%SERVICENOW INC
Shares1.0K
Event2026-03-31
Filed2026-05-08
IWV
0.00%ISHARES TR
Shares291
Event2026-03-31
Filed2026-05-08
QHY
-29.54%WISDOMTREE TR
Shares2.4K
Event2026-03-31
Filed2026-05-08
CRM
56.52%SALESFORCE INC
Shares576
Event2026-03-31
Filed2026-05-08
ICE
1.80%INTERCONTINENTAL EXCHANGE IN
Shares680
Event2026-03-31
Filed2026-05-08
TMO
23.16%THERMO FISHER SCIENTIFIC INC
Shares218
Event2026-03-31
Filed2026-05-08
AEP
11.40%AMERICAN ELEC PWR CO INC
Shares811
Event2026-03-31
Filed2026-05-08
KMB
-15.40%KIMBERLY-CLARK CORP
Shares1.1K
Event2026-03-31
Filed2026-05-08
KNG
-19.42%FIRST TR EXCHANGE-TRADED FD
Shares2.2K
Event2026-03-31
Filed2026-05-08
RY
3.02%ROYAL BK CDA
Shares648
Event2026-03-31
Filed2026-05-08
NOC
19.38%NORTHROP GRUMMAN CORP
Shares154
Event2026-03-31
Filed2026-05-08
USFR
0.00%WISDOMTREE TR
Shares2.1K
Event2026-03-31
Filed2026-05-08
UPS
4.91%UNITED PARCEL SVCS INC
Shares1.0K
Event2026-03-31
Filed2026-05-08
FNDX
NewSCHWAB STRATEGIC TR
Shares3.7K
Event2026-03-31
Filed2026-05-08
TGT
9.36%TARGET CORP
Shares841
Event2026-03-31
Filed2026-05-08
CMI
11.31%CUMMINS INC
Shares187
Event2026-03-31
Filed2026-05-08
IEI
72.30%ISHARES TR
Shares846
Event2026-03-31
Filed2026-05-08
MINT
100.00%PIMCO ETF TR
Shares996
Event2026-03-31
Filed2026-05-08
D
11.42%DOMINION ENERGY INC
Shares1.6K
Event2026-03-31
Filed2026-05-08
SU
0.00%SUNCOR ENERGY INC NEW
Shares1.5K
Event2026-03-31
Filed2026-05-08
IONQ
0.77%IONQ INC
Shares3.4K
Event2026-03-31
Filed2026-05-08
JIVE
1.80%J P MORGAN EXCHANGE TRADED F
Shares1.1K
Event2026-03-31
Filed2026-05-08
ANGL
0.00%VANECK ETF TRUST
Shares3.3K
Event2026-03-31
Filed2026-05-08
XLU
-4.67%SELECT SECTOR SPDR TR
Shares2.1K
Event2026-03-31
Filed2026-05-08
MFC
0.00%MANULIFE FINL CORP
Shares2.7K
Event2026-03-31
Filed2026-05-08
ARM
-1.43%ARM HOLDINGS PLC
Shares621
Event2026-03-31
Filed2026-05-08
PNC
9.18%PNC FINL SVCS GROUP INC
Shares452
Event2026-03-31
Filed2026-05-08
MMM
7.00%3M CO
Shares642
Event2026-03-31
Filed2026-05-08
GSK PLC
4.47%GSK PLC
Shares1.6K
Event2026-03-31
Filed2026-05-08
PFFD
-1.03%GLOBAL X FDS
Shares4.9K
Event2026-03-31
Filed2026-05-08
SCHW
126.95%SCHWAB CHARLES CORP
Shares960
Event2026-03-31
Filed2026-05-08
DUPONT DE NEMOURS INC
3.31%DUPONT DE NEMOURS INC
Shares2.0K
Event2026-03-31
Filed2026-05-08
WWJD
0.00%NORTHERN LTS FD TR IV
Shares2.4K
Event2026-03-31
Filed2026-05-08
SCHF
0.00%SCHWAB STRATEGIC TR
Shares3.5K
Event2026-03-31
Filed2026-05-08
TMUS
15.51%T-MOBILE US INC
Shares417
Event2026-03-31
Filed2026-05-08
CRTC
-40.90%DBX ETF TR
Shares2.4K
Event2026-03-31
Filed2026-05-08
OUSTER INC
5.48%OUSTER INC
Shares4.7K
Event2026-03-31
Filed2026-05-08
VST
24.13%VISTRA CORP
Shares571
Event2026-03-31
Filed2026-05-08
HPE
2.18%HEWLETT PACKARD ENTERPRISE C
Shares3.6K
Event2026-03-31
Filed2026-05-08
VIS
31.10%VANGUARD WORLD FD
Shares274
Event2026-03-31
Filed2026-05-08
MUB
-30.09%ISHARES TR
Shares804
Event2026-03-31
Filed2026-05-08
SUSB
0.00%ISHARES TR
Shares3.4K
Event2026-03-31
Filed2026-05-08
BK
15.37%BANK NEW YORK MELLON CORP
Shares713
Event2026-03-31
Filed2026-05-08
KLAC
62.86%KLA CORP
Shares57
Event2026-03-31
Filed2026-05-08
DTH
-37.48%WISDOMTREE TR
Shares1.6K
Event2026-03-31
Filed2026-05-08
ILTB
-71.89%ISHARES TR
Shares1.7K
Event2026-03-31
Filed2026-05-08
KMI
6.48%KINDER MORGAN INC DEL
Shares2.5K
Event2026-03-31
Filed2026-05-08
EUAD
0.00%SPINNAKER ETF SERIES
Shares2.0K
Event2026-03-31
Filed2026-05-08
FIX
13.21%COMFORT SYS USA INC
Shares60
Event2026-03-31
Filed2026-05-08
SUSC
0.00%ISHARES TR
Shares3.6K
Event2026-03-31
Filed2026-05-08
IDU
0.00%ISHARES TR
Shares700
Event2026-03-31
Filed2026-05-08
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares412
Event2026-03-31
Filed2026-05-08
CORT
-4.54%CORCEPT THERAPEUTICS INC
Shares2.0K
Event2026-03-31
Filed2026-05-08
IWN
3.21%ISHARES TR
Shares418
Event2026-03-31
Filed2026-05-08
XLP
35.25%SELECT SECTOR SPDR TR
Shares940
Event2026-03-31
Filed2026-05-08
VCR
0.00%VANGUARD WORLD FD
Shares213
Event2026-03-31
Filed2026-05-08
CRL
4.00%CHARLES RIV LABS INTL INC
Shares442
Event2026-03-31
Filed2026-05-08
DLR
14.09%DIGITAL RLTY TR INC
Shares421
Event2026-03-31
Filed2026-05-08
PICB
40.39%INVESCO EXCH TRADED FD TR II
Shares3.3K
Event2026-03-31
Filed2026-05-08
LYB
2.91%LYONDELLBASELL INDUSTRIES NV
Shares918
Event2026-03-31
Filed2026-05-08
EQIX
27.59%EQUINIX INC
Shares74
Event2026-03-31
Filed2026-05-08
NBBK
0.06%NB BANCORP INC
Shares3.5K
Event2026-03-31
Filed2026-05-08
GSEU
-0.31%GOLDMAN SACHS ETF TR
Shares1.6K
Event2026-03-31
Filed2026-05-08
GPC
0.15%GENUINE PARTS CO
Shares687
Event2026-03-31
Filed2026-05-08
WBS
0.00%WEBSTER FINL CORP
Shares1.0K
Event2026-03-31
Filed2026-05-08
VDE
-48.34%VANGUARD WORLD FD
Shares420
Event2026-03-31
Filed2026-05-08
XLY
13.40%SELECT SECTOR SPDR TR
Shares660
Event2026-03-31
Filed2026-05-08
SCHA
0.00%SCHWAB STRATEGIC TR
Shares2.5K
Event2026-03-31
Filed2026-05-08
BP
5.33%BP PLC
Shares1.5K
Event2026-03-31
Filed2026-05-08
NATWEST GROUP PLC
-45.04%NATWEST GROUP PLC
Shares4.7K
Event2026-03-31
Filed2026-05-08
BXSL
55.46%BLACKSTONE SECD LENDING FD
Shares2.9K
Event2026-03-31
Filed2026-05-08
SPAB
-3.88%SPDR SERIES TRUST
Shares2.6K
Event2026-03-31
Filed2026-05-08
WY
1.99%WEYERHAEUSER CO
Shares2.7K
Event2026-03-31
Filed2026-05-08
MEDTRONIC PLC
-31.01%MEDTRONIC PLC
Shares763
Event2026-03-31
Filed2026-05-08
MCHP
3.96%MICROCHIP TECHNOLOGY INC.
Shares1.0K
Event2026-03-31
Filed2026-05-08
TPLC
0.00%TIMOTHY PLAN
Shares1.4K
Event2026-03-31
Filed2026-05-08
HIMS
-3.19%HIMS &HERS HEALTH INC
Shares3.2K
Event2026-03-31
Filed2026-05-08
HSY
9.86%HERSHEY CO
Shares312
Event2026-03-31
Filed2026-05-08
EFA
7.44%ISHARES TR
Shares664
Event2026-03-31
Filed2026-05-08
WCN
3.12%WASTE CONNECTIONS INC
Shares397
Event2026-03-31
Filed2026-05-08
PGR
47.95%PROGRESSIVE CORP
Shares324
Event2026-03-31
Filed2026-05-08
MGC
0.00%VANGUARD WORLD FD
Shares269
Event2026-03-31
Filed2026-05-08
ICLN
4.34%ISHARES TR
Shares3.4K
Event2026-03-31
Filed2026-05-08
DRI
1.26%DARDEN RESTAURANTS INC
Shares321
Event2026-03-31
Filed2026-05-08
XEL
6.20%XCEL ENERGY INC
Shares788
Event2026-03-31
Filed2026-05-08
GSBD
3.74%GOLDMAN SACHS BDC INC
Shares7.0K
Event2026-03-31
Filed2026-05-08
SBR
1.23%SABINE RTY TR
Shares821
Event2026-03-31
Filed2026-05-08
RITM
0.00%RITHM CAPITAL CORP
Shares6.4K
Event2026-03-31
Filed2026-05-08
FNDF
NewSCHWAB STRATEGIC TR
Shares1.2K
Event2026-03-31
Filed2026-05-08
OACP
0.00%UNIFIED SER TR
Shares2.7K
Event2026-03-31
Filed2026-05-08
HOLX
2.70%HOLOGIC INC
Shares799
Event2026-03-31
Filed2026-05-08
AFL
76.85%AFLAC INC
Shares550
Event2026-03-31
Filed2026-05-08
IWO
3.83%ISHARES TR
Shares190
Event2026-03-31
Filed2026-05-08
APAM
3.82%ARTISAN PARTNERS ASSET MGMT
Shares1.6K
Event2026-03-31
Filed2026-05-08
PLD
12.56%PROLOGIS INC.
Shares448
Event2026-03-31
Filed2026-05-08
DE
46.48%DEERE &CO
Shares104
Event2026-03-31
Filed2026-05-08
FDRR
0.00%FIDELITY COVINGTON TRUST
Shares1.0K
Event2026-03-31
Filed2026-05-08
TOTALENERGIES SE
12.76%TOTALENERGIES SE
Shares645
Event2026-03-31
Filed2026-05-08
CELESTICA INC
2.49%CELESTICA INC
Shares206
Event2026-03-31
Filed2026-05-08
FCFS
2.32%FIRSTCASH HOLDINGS INC
Shares309
Event2026-03-31
Filed2026-05-08
SRAD
-4.72%SPORTRADAR GROUP AG
Shares3.5K
Event2026-03-31
Filed2026-05-08
IYY
372.00%ISHARES TR
Shares354
Event2026-03-31
Filed2026-05-08
GRMN
11.52%GARMIN LTD
Shares242
Event2026-03-31
Filed2026-05-08
CENCORA INC
-5.32%CENCORA INC
Shares178
Event2026-03-31
Filed2026-05-08
RL
6.58%RALPH LAUREN CORP
Shares162
Event2026-03-31
Filed2026-05-08
FELV
1.30%FIDELITY COVINGTON TRUST
Shares1.6K
Event2026-03-31
Filed2026-05-08
CSL
0.00%CARLISLE COS INC
Shares162
Event2026-03-31
Filed2026-05-08
SGI
25.21%SOMNIGROUP INTERNATIONAL INC
Shares730
Event2026-03-31
Filed2026-05-08
IUSB
-38.30%ISHARES TR
Shares1.2K
Event2026-03-31
Filed2026-05-08
MUSA
0.00%MURPHY USA INC
Shares108
Event2026-03-31
Filed2026-05-08
EFAS
0.00%GLOBAL X FDS
Shares2.5K
Event2026-03-31
Filed2026-05-08
REGL
0.00%PROSHARES TR
Shares611
Event2026-03-31
Filed2026-05-08
CB
185.71%CHUBB LTD SWITZ
Shares160
Event2026-03-31
Filed2026-05-08
ADSK
19.89%AUTODESK INC
Shares217
Event2026-03-31
Filed2026-05-08
VOX
0.00%VANGUARD WORLD FD
Shares288
Event2026-03-31
Filed2026-05-08
NFG
0.00%NATIONAL FUEL GAS CO
Shares550
Event2026-03-31
Filed2026-05-08
APP
65.38%APPLOVIN CORP
Shares129
Event2026-03-31
Filed2026-05-08
SCHG
-23.04%SCHWAB STRATEGIC TR
Shares1.8K
Event2026-03-31
Filed2026-05-08
BHP
162.17%BHP BILLITON LIMITED
Shares700
Event2026-03-31
Filed2026-05-08
SMMD
0.15%ISHARES TR
Shares665
Event2026-03-31
Filed2026-05-08
PSA
3.89%PUBLIC STORAGE OPER CO
Shares187
Event2026-03-31
Filed2026-05-08
TTD
-27.19%THE TRADE DESK INC
Shares2.2K
Event2026-03-31
Filed2026-05-08
F
0.91%FORD MTR CO
Shares4.3K
Event2026-03-31
Filed2026-05-08
EBC
-10.86%EASTERN BANKSHARES INC
Shares2.5K
Event2026-03-31
Filed2026-05-08
VOTE
0.00%TCW ETF TRUST
Shares646
Event2026-03-31
Filed2026-05-08
BSV
NewVANGUARD BD INDEX FDS
Shares627
Event2026-03-31
Filed2026-05-08
WTFC
0.28%WINTRUST FINL CORP
Shares354
Event2026-03-31
Filed2026-05-08
ROCKET LAB CORP
3.40%ROCKET LAB CORP
Shares760
Event2026-03-31
Filed2026-05-08
UCO
0.00%PROSHARES TR II
Shares1.2K
Event2026-03-31
Filed2026-05-08
USRT
0.37%ISHARES TR
Shares818
Event2026-03-31
Filed2026-05-08
PLNT
-0.46%PLANET FITNESS MASTER ISSUER
Shares650
Event2026-03-31
Filed2026-05-08
NVO
-0.15%NOVO-NORDISK A S
Shares1.3K
Event2026-03-31
Filed2026-05-08
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available