Sponsored

The Analysis of SIGNATUREFD, LLC's Holdings & P&L

Currently, SIGNATUREFD, LLC holds 3431 types of securities in its portfolio with a total value $6.5B. In the most recent quarter, they have increased their positions in VB (+886.9K shares, valued at $232.3M), VXUS (+1.9M shares, valued at $149.6M), VCRB (+411.4K shares, valued at $31.8M); decreased their positions in JQUA (-4.9M shares, valued at $303.1M), VV (-205.0K shares, valued at $61.3M), IVV (-9.3K shares, valued at $6.0M); initiated new positions in SHV (+7.7K shares, valued at $850.7K).

1M P&L

-2.4B-25.46%

3M P&L

-2.5B-26.93%

HY P&L

-2.5B-26.51%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A4.5B

71.6%

2Semiconductors195.6M

3.1%

3Consumer Electronics152.0M

2.4%

Top Industries by Stock Count

1N/A667 stocks

20.7%

2Banks - Regional177 stocks

5.5%

3Biotechnology161 stocks

5.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWF ISHARES TR1.8M shares0.90%2026-03-312026-04-07

IUSV ISHARES TR4.6M shares1.50%2026-03-312026-04-07

VIG VANGUARD SPECIALIZED FUNDS2.2M shares2.61%2026-03-312026-04-07

VCRB VANGUARD MALVERN FDS5.4M shares8.17%2026-03-312026-04-07

VXUS VANGUARD STAR FDS5.2M shares59.47%2026-03-312026-04-07

IEFA ISHARES TR3.6M shares3.01%2026-03-312026-04-07

VWO VANGUARD INTL EQUITY INDEX F4.5M shares3.16%2026-03-312026-04-07

VB VANGUARD INDEX FDS904.1K shares5155.93%2026-03-312026-04-07

Sponsored

JAAA JANUS DETROIT STR TR3.5M shares3.96%2026-03-312026-04-07

AAPL APPLE INC585.9K shares1.49%2026-03-312026-04-07

NVDA NVIDIA CORPORATION784.5K shares1.64%2026-03-312026-04-07

MUB ISHARES TR1.1M shares-3.16%2026-03-312026-04-07

MSFT MICROSOFT CORP222.5K shares0.80%2026-03-312026-04-07

VEA VANGUARD TAX-MANAGED FDS1.1M shares-0.36%2026-03-312026-04-07

VUG VANGUARD INDEX FDS163.2K shares4.96%2026-03-312026-04-07

JPST J P MORGAN EXCHANGE TRADED F1.4M shares70.15%2026-03-312026-04-07

Sponsored

VTV VANGUARD INDEX FDS351.1K shares-1.09%2026-03-312026-04-07

ALPHABET INC ALPHABET INC236.0K shares2.43%2026-03-312026-04-07

AMZN AMAZON COM INC292.7K shares1.40%2026-03-312026-04-07

VV VANGUARD INDEX FDS171.1K shares-54.51%2026-03-312026-04-07

SPY SPDR S&P 500 ETF TR77.7K shares0.41%2026-03-312026-04-07

OEF ISHARES TR155.0K shares-3.75%2026-03-312026-04-07

TSLA TESLA INC116.9K shares0.39%2026-03-312026-04-07

IEMG ISHARES INC604.0K shares-0.94%2026-03-312026-04-07

Sponsored

META META PLATFORMS INC62.9K shares1.90%2026-03-312026-04-07

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL73.2K shares1.55%2026-03-312026-04-07

BROADCOM INC BROADCOM INC102.9K shares3.32%2026-03-312026-04-07

JQUA J P MORGAN EXCHANGE TRADED F510.9K shares-90.63%2026-03-312026-04-07

KO COCA COLA CO347.8K shares-10.78%2026-03-312026-04-07

IVV ISHARES TR39.1K shares-19.13%2026-03-312026-04-07

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST1.3M shares-0.12%2026-03-312026-04-07

JPM JPMORGAN CHASE & CO.83.9K shares2.09%2026-03-312026-04-07

Sponsored

LLY ELI LILLY & CO25.7K shares0.40%2026-03-312026-04-07

ALPHABET INC ALPHABET INC74.9K shares2.23%2026-03-312026-04-07

WMT WALMART INC162.1K shares3.45%2026-03-312026-04-07

TSM TAIWAN SEMICONDUCTOR MFG LTD57.4K shares-4.92%2026-03-312026-04-07

ICSH ISHARES TR376.6K shares-10.50%2026-03-312026-04-07

VTI VANGUARD INDEX FDS58.5K shares3.62%2026-03-312026-04-07

XOM EXXON MOBIL CORP103.7K shares5.17%2026-03-312026-04-07

JNJ JOHNSON & JOHNSON70.4K shares10.30%2026-03-312026-04-07

Sponsored

HD HOME DEPOT INC47.9K shares-1.79%2026-03-312026-04-07

COST COSTCO WHSL CORP NEW13.5K shares7.89%2026-03-312026-04-07

HELO J P MORGAN EXCHANGE TRADED F207.8K shares-22.56%2026-03-312026-04-07

NFLX NETFLIX INC134.8K shares1.96%2026-03-312026-04-07

V VISA INC42.5K shares3.74%2026-03-312026-04-07

ABBV ABBVIE INC56.6K shares2.92%2026-03-312026-04-07

MA MASTERCARD INCORPORATED23.1K shares1.89%2026-03-312026-04-07

VLUE ISHARES TR80.8K shares-0.32%2026-03-312026-04-07

Sponsored

ASML ASML HOLDING N V8.3K shares2.77%2026-03-312026-04-07

PLTR PALANTIR TECHNOLOGIES INC72.0K shares2.92%2026-03-312026-04-07

DFAC DIMENSIONAL ETF TRUST267.4K shares359.42%2026-03-312026-04-07

PG PROCTER AND GAMBLE CO70.3K shares25.56%2026-03-312026-04-07

CAT CATERPILLAR INC13.5K shares4.23%2026-03-312026-04-07

BAC BANK AMERICA CORP195.6K shares-0.88%2026-03-312026-04-07

EFX EQUIFAX INC50.4K shares4.69%2026-03-312026-04-07

GE AEROSPACE GE AEROSPACE31.9K shares44.69%2026-03-312026-04-07

Sponsored

MU MICRON TECHNOLOGY INC26.6K shares11.48%2026-03-312026-04-07

BND VANGUARD BD INDEX FDS122.1K shares-1.79%2026-03-312026-04-07

CSCO CISCO SYS INC113.6K shares2.53%2026-03-312026-04-07

DAL DELTA AIR LINES INC DEL125.8K shares-1.91%2026-03-312026-04-07

HCA HCA HEALTHCARE INC16.9K shares3.61%2026-03-312026-04-07

ZSEP INNOVATOR ETFS TRUST282.8K shares0.00%2026-03-312026-04-07

ORCL ORACLE CORP51.2K shares3.74%2026-03-312026-04-07

IWD ISHARES TR35.2K shares-0.29%2026-03-312026-04-07

Sponsored

USEP INNOVATOR ETFS TRUST194.3K shares0.00%2026-03-312026-04-07

RTX RTX CORPORATION38.9K shares6.12%2026-03-312026-04-07

AMD ADVANCED MICRO DEVICES INC36.3K shares2.72%2026-03-312026-04-07

NVS NOVARTIS AG48.0K shares3.03%2026-03-312026-04-07

SPGI S&P GLOBAL INC16.9K shares0.06%2026-03-312026-04-07

IBM INTERNATIONAL BUSINESS MACHS29.5K shares-2.54%2026-03-312026-04-07

MERCK & CO INC MERCK & CO INC57.4K shares11.65%2026-03-312026-04-07

LAM RESEARCH CORP LAM RESEARCH CORP32.0K shares4.23%2026-03-312026-04-07

Sponsored

AMAT APPLIED MATLS INC18.9K shares6.03%2026-03-312026-04-07

ROL ROLLINS INC118.5K shares-21.13%2026-03-312026-04-07

VANGUARD INDEX FDS VANGUARD INDEX FDS10.5K shares-2.83%2026-03-312026-04-07

CVX CHEVRON CORP NEW30.3K shares1.15%2026-03-312026-04-07

SO SOUTHERN CO62.2K shares6.41%2026-03-312026-04-07

COIN COINBASE GLOBAL INC34.4K shares1012.68%2026-03-312026-04-07

MCD MCDONALDS CORP19.3K shares4.10%2026-03-312026-04-07

BMY BRISTOL-MYERS SQUIBB CO97.8K shares2.03%2026-03-312026-04-07

Sponsored

WFC WELLS FARGO CO NEW74.4K shares9.55%2026-03-312026-04-07

GEV GE VERNOVA INC6.8K shares6.62%2026-03-312026-04-07

SHOP SHOPIFY INC49.1K shares-9.18%2026-03-312026-04-07

BPOP POPULAR INC42.4K shares0.02%2026-03-312026-04-07

GS GOLDMAN SACHS GROUP INC6.6K shares5.04%2026-03-312026-04-07

ARHS ARHAUS INC822.8K shares287.91%2026-03-312026-04-07

NEE NEXTERA ENERGY INC60.0K shares6.46%2026-03-312026-04-07

PEP PEPSICO INC35.8K shares17.80%2026-03-312026-04-07

Sponsored

DIS DISNEY WALT CO57.5K shares-2.95%2026-03-312026-04-07

SHEL SHELL PLC59.0K shares2.43%2026-03-312026-04-07

UNH UNITEDHEALTH GROUP INC19.8K shares-8.48%2026-03-312026-04-07

PM PHILIP MORRIS INTL INC32.2K shares10.06%2026-03-312026-04-07

INVESCO QQQ TR INVESCO QQQ TR9.0K shares1.25%2026-03-312026-04-07

APH AMPHENOL CORP NEW41.1K shares-2.24%2026-03-312026-04-07

AXP AMERICAN EXPRESS CO16.7K shares2.04%2026-03-312026-04-07

ACWX ISHARES TR73.4K shares1.99%2026-03-312026-04-07

Sponsored

AMGN AMGEN INC14.2K shares3.85%2026-03-312026-04-07

RY ROYAL BK CDA30.8K shares1.98%2026-03-312026-04-07

MUFG MITSUBISHI UFJ FINL GROUP IN291.2K shares1.26%2026-03-312026-04-07

LINDE PLC LINDE PLC9.9K shares10.50%2026-03-312026-04-07

GPC GENUINE PARTS CO46.3K shares-1.85%2026-03-312026-04-07

CSX CSX CORP119.0K shares0.18%2026-03-312026-04-07

T AT&T INC168.2K shares5.30%2026-03-312026-04-07

MS MORGAN STANLEY29.5K shares4.37%2026-03-312026-04-07

Sponsored

HSBC HSBC HLDGS PLC58.1K shares-1.33%2026-03-312026-04-07

ABT ABBOTT LABS46.6K shares-3.14%2026-03-312026-04-07

EATON CORP PLC EATON CORP PLC13.3K shares2.96%2026-03-312026-04-07

TJX TJX COS INC NEW29.8K shares4.60%2026-03-312026-04-07

NSC NORFOLK SOUTHN CORP16.2K shares-4.82%2026-03-312026-04-07

MCK MCKESSON CORP5.3K shares-1.21%2026-03-312026-04-07

VONG VANGUARD SCOTTSDALE FDS40.7K shares-0.64%2026-03-312026-04-07

TT TRANE TECHNOLOGIES PLC10.7K shares5.17%2026-03-312026-04-07

Sponsored

SMFG SUMITOMO MITSUI FINL GROUP I224.7K shares1.71%2026-03-312026-04-07

TM TOYOTA MOTOR CORP20.9K shares3.11%2026-03-312026-04-07

BWXT BWX TECHNOLOGIES INC20.7K shares0.18%2026-03-312026-04-07

AFL AFLAC INC37.8K shares-7.09%2026-03-312026-04-07

LOW LOWES COS INC17.4K shares7.96%2026-03-312026-04-07

UPS UNITED PARCEL SERVICE INC41.7K shares0.61%2026-03-312026-04-07

TMO THERMO FISHER SCIENTIFIC INC8.3K shares1.16%2026-03-312026-04-07

ISRG INTUITIVE SURGICAL INC8.9K shares4.99%2026-03-312026-04-07

Sponsored

SAN BANCO SANTANDER SA360.8K shares1.38%2026-03-312026-04-07

CRM SALESFORCE INC21.3K shares-0.87%2026-03-312026-04-07

HST HOST HOTELS & RESORTS INC206.1K shares-32.20%2026-03-312026-04-07

IBTI ISHARES TR173.0K shares-2.61%2026-03-312026-04-07

TXN TEXAS INSTRS INC19.7K shares9.51%2026-03-312026-04-07

IBTH ISHARES TR168.9K shares-1.26%2026-03-312026-04-07

ADI ANALOG DEVICES INC11.8K shares5.78%2026-03-312026-04-07

ACWI ISHARES TR26.7K shares-1.23%2026-03-312026-04-07

Sponsored

IBTJ ISHARES TR166.7K shares3.83%2026-03-312026-04-07

IJR ISHARES TR29.1K shares356.60%2026-03-312026-04-07

TOTALENERGIES SE TOTALENERGIES SE39.6K shares2.40%2026-03-312026-04-07

BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2026-03-312026-04-07

IBTG ISHARES TR154.2K shares-4.12%2026-03-312026-04-07

SCHB SCHWAB STRATEGIC TR140.0K shares-11.75%2026-03-312026-04-07

GILD GILEAD SCIENCES INC25.1K shares-2.94%2026-03-312026-04-07

BLACKSTONE INC BLACKSTONE INC30.4K shares1.74%2026-03-312026-04-07

Sponsored

SCHF SCHWAB STRATEGIC TR140.5K shares-2.89%2026-03-312026-04-07

COF CAPITAL ONE FINL CORP19.0K shares4.00%2026-03-312026-04-07

ING ING GROEP N.V.131.0K shares0.28%2026-03-312026-04-07

KLAC KLA CORP2.3K shares0.26%2026-03-312026-04-07

LHX L3HARRIS TECHNOLOGIES INC9.8K shares8.67%2026-03-312026-04-07

SAP SAP SE19.6K shares-3.87%2026-03-312026-04-07

PFE PFIZER INC118.4K shares6.94%2026-03-312026-04-07

VZ VERIZON COMMUNICATIONS INC65.9K shares6.71%2026-03-312026-04-07

Sponsored

MNST MONSTER BEVERAGE CORP NEW44.9K shares-14.49%2026-03-312026-04-07

ARISTA NETWORKS INC ARISTA NETWORKS INC26.5K shares4.12%2026-03-312026-04-07

UNP UNION PAC CORP13.4K shares10.67%2026-03-312026-04-07

SYK STRYKER CORPORATION9.9K shares4.60%2026-03-312026-04-07

UBER UBER TECHNOLOGIES INC44.6K shares2.17%2026-03-312026-04-07

MPC MARATHON PETE CORP13.0K shares-0.97%2026-03-312026-04-07

VT VANGUARD INTL EQUITY INDEX F23.0K shares-43.77%2026-03-312026-04-07

COP CONOCOPHILLIPS24.0K shares5.62%2026-03-312026-04-07

Sponsored

GLW CORNING INC23.1K shares-11.17%2026-03-312026-04-07

CDNS CADENCE DESIGN SYSTEM INC11.3K shares3.89%2026-03-312026-04-07

UBS UBS GROUP AG79.9K shares0.10%2026-03-312026-04-07

PH PARKER-HANNIFIN CORP3.5K shares9.80%2026-03-312026-04-07

BHP BHP GROUP LTD42.9K shares4.42%2026-03-312026-04-07

BTI BRITISH AMERN TOB PLC52.7K shares1.95%2026-03-312026-04-07

DE DEERE & CO5.5K shares-3.27%2026-03-312026-04-07

SONY SONY GROUP CORP148.7K shares-2.56%2026-03-312026-04-07

Sponsored

LKQ LKQ CORP104.6K shares0.15%2026-03-312026-04-07

SCHW SCHWAB CHARLES CORP32.6K shares5.59%2026-03-312026-04-07

BBVA BANCO BILBAO VIZCAYA ARGENTA140.4K shares2.18%2026-03-312026-04-07

WF WOORI FINL GROUP INC44.5K shares0.72%2026-03-312026-04-07

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW22.0K shares7.22%2026-03-312026-04-07

NOC NORTHROP GRUMMAN CORP4.1K shares5.70%2026-03-312026-04-07

HON HONEYWELL INTL INC12.5K shares5.88%2026-03-312026-04-07

ENB ENBRIDGE INC52.0K shares5.80%2026-03-312026-04-07

Sponsored

SBUX STARBUCKS CORP31.1K shares3.32%2026-03-312026-04-07

CRWD CROWDSTRIKE HLDGS INC7.1K shares6.10%2026-03-312026-04-07

DUHP DIMENSIONAL ETF TRUST75.3K shares299.23%2026-03-312026-04-07

WELL WELLTOWER INC13.8K shares5.50%2026-03-312026-04-07

HLT HILTON WORLDWIDE HLDGS INC8.9K shares4.17%2026-03-312026-04-07

LMT LOCKHEED MARTIN CORP4.5K shares11.25%2026-03-312026-04-07

INTU INTUIT6.2K shares1.85%2026-03-312026-04-07

MO ALTRIA GROUP INC40.6K shares12.16%2026-03-312026-04-07

Sponsored

PANW PALO ALTO NETWORKS INC16.6K shares29.61%2026-03-312026-04-07

KB KB FINL GROUP INC26.7K shares2.13%2026-03-312026-04-07

BA BOEING CO13.2K shares-1.44%2026-03-312026-04-07

SCHX SCHWAB STRATEGIC TR102.6K shares6.14%2026-03-312026-04-07

INTC INTEL CORP59.2K shares20.48%2026-03-312026-04-07

PGR PROGRESSIVE CORP13.0K shares2.02%2026-03-312026-04-07

SBET SHARPLINK GAMING INC400.2K shares595.40%2026-03-312026-04-07

BKNG BOOKING HOLDINGS INC612 shares9.87%2026-03-312026-04-07

Sponsored

TD TORONTO DOMINION BK ONT27.4K shares7.03%2026-03-312026-04-07

GSK PLC GSK PLC46.3K shares3.56%2026-03-312026-04-07

GLD SPDR GOLD TR5.9K shares-52.91%2026-03-312026-04-07

CB CHUBB LIMITED7.6K shares2.66%2026-03-312026-04-07

VRTX VERTEX PHARMACEUTICALS INC5.5K shares4.17%2026-03-312026-04-07

SU SUNCOR ENERGY INC NEW37.3K shares3.71%2026-03-312026-04-07

BABA ALIBABA GROUP HLDG LTD19.5K shares-2.93%2026-03-312026-04-07

OPEN OPENDOOR TECHNOLOGIES INC516.2K shares-0.01%2026-03-312026-04-07

Sponsored

AEM AGNICO EAGLE MINES LTD11.9K shares3.77%2026-03-312026-04-07

CITIGROUP INC CITIGROUP INC21.2K shares-1.58%2026-03-312026-04-07

DFIC DIMENSIONAL ETF TRUST66.7K shares308.33%2026-03-312026-04-07

UNILEVER PLC UNILEVER PLC41.6K shares-1.29%2026-03-312026-04-07

CIEN CIENA CORP6.1K shares23.75%2026-03-312026-04-07

CNQ CANADIAN NAT RES LTD48.0K shares3.06%2026-03-312026-04-07

TMUS T-MOBILE US INC11.1K shares11.28%2026-03-312026-04-07

WMB WILLIAMS COS INC31.7K shares6.07%2026-03-312026-04-07

Sponsored

PDEC INNOVATOR ETFS TRUST54.1K shares0.00%2026-03-312026-04-07

DFSV DIMENSIONAL ETF TRUST65.3K shares811.08%2026-03-312026-04-07

WM WASTE MGMT INC DEL9.9K shares3.81%2026-03-312026-04-07

PWR QUANTA SVCS INC4.1K shares3.66%2026-03-312026-04-07

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND11.4K shares-6.77%2026-03-312026-04-07

CM CANADIAN IMPERIAL BANK OF CO23.7K shares1.32%2026-03-312026-04-07

NOW SERVICENOW INC21.4K shares1.42%2026-03-312026-04-07

WDC WESTERN DIGITAL CORP8.3K shares50.57%2026-03-312026-04-07

Sponsored

USMV ISHARES TR23.9K shares0.90%2026-03-312026-04-07

NEM NEWMONT CORP20.2K shares5.22%2026-03-312026-04-07

VRT VERTIV HOLDINGS CO8.7K shares20.79%2026-03-312026-04-07

MFG MIZUHO FINANCIAL GROUP INC272.1K shares4.84%2026-03-312026-04-07

JBL JABIL INC8.0K shares17.76%2026-03-312026-04-07

ORLY OREILLY AUTOMOTIVE INC23.1K shares2.10%2026-03-312026-04-07

BSMR INVESCO EXCH TRD SLF IDX FD90.1K shares2.88%2026-03-312026-04-07

FTS FORTIS INC37.8K shares0.74%2026-03-312026-04-07

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP6.1K shares5.58%2026-03-312026-04-07

QCOM QUALCOMM INC16.3K shares-11.45%2026-03-312026-04-07

BJUL INNOVATOR ETFS TRUST42.0K shares0.00%2026-03-312026-04-07

ITOT ISHARES TR14.7K shares-1.56%2026-03-312026-04-07

SPOT SPOTIFY TECHNOLOGY S A4.3K shares0.73%2026-03-312026-04-07

UMC UNITED MICROELECTRONICS CORP230.9K shares0.33%2026-03-312026-04-07

RIO RIO TINTO PLC22.2K shares3.72%2026-03-312026-04-07

BSX BOSTON SCIENTIFIC CORP32.7K shares4.16%2026-03-312026-04-07

Sponsored

MMC MARSH & MCLENNAN COS INC11.8K shares2.11%2026-03-312026-04-07

TFC TRUIST FINL CORP44.3K shares9.37%2026-03-312026-04-07

BSMS INVESCO EXCH TRD SLF IDX FD86.9K shares13.83%2026-03-312026-04-07

TRV TRAVELERS COMPANIES INC6.9K shares3.33%2026-03-312026-04-07

DFUS DIMENSIONAL ETF TRUST28.1K shares0.00%2026-03-312026-04-07

ITW ILLINOIS TOOL WKS INC7.6K shares4.11%2026-03-312026-04-07

BK BANK NEW YORK MELLON CORP16.6K shares14.19%2026-03-312026-04-07

NVO NOVO-NORDISK A S53.7K shares-12.34%2026-03-312026-04-07

Sponsored

NATIONAL GRID PLC NATIONAL GRID PLC23.3K shares3.91%2026-03-312026-04-07

CMI CUMMINS INC3.7K shares9.08%2026-03-312026-04-07

MFC MANULIFE FINL CORP57.0K shares1.85%2026-03-312026-04-07

PLD PROLOGIS INC.14.8K shares13.17%2026-03-312026-04-07

CRH PLC CRH PLC18.6K shares1.20%2026-03-312026-04-07

SCHG SCHWAB STRATEGIC TR67.0K shares-6.76%2026-03-312026-04-07

CME CME GROUP INC6.6K shares0.43%2026-03-312026-04-07

O REALTY INCOME CORP31.4K shares1.34%2026-03-312026-04-07

Sponsored

MCO MOODYS CORP4.4K shares-8.92%2026-03-312026-04-07

FCX FREEPORT-MCMORAN INC32.4K shares3.10%2026-03-312026-04-07

CEG CONSTELLATION ENERGY CORP6.8K shares0.18%2026-03-312026-04-07

ASX ASE TECHNOLOGY HLDG CO LTD87.6K shares0.40%2026-03-312026-04-07

JCI JOHNSON CTLS INTL PLC14.4K shares5.33%2026-03-312026-04-07

SFLR INNOVATOR ETFS TRUST52.8K shares-2.69%2026-03-312026-04-07

EMR EMERSON ELEC CO14.2K shares12.81%2026-03-312026-04-07

MAR MARRIOTT INTL INC NEW5.7K shares-15.42%2026-03-312026-04-07

Sponsored

ISHARES GOLD TR ISHARES GOLD TR21.2K shares-12.19%2026-03-312026-04-07

RSG REPUBLIC SVCS INC8.5K shares2.90%2026-03-312026-04-07

BALT INNOVATOR ETFS TRUST55.6K shares41.31%2026-03-312026-04-07

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T9.6K shares13.55%2026-03-312026-04-07

CENCORA INC CENCORA INC5.8K shares10.04%2026-03-312026-04-07

DHR DANAHER CORPORATION9.6K shares-11.21%2026-03-312026-04-07

WPM WHEATON PRECIOUS METALS CORP13.9K shares3.89%2026-03-312026-04-07

IVW ISHARES TR16.0K shares3.94%2026-03-312026-04-07

Sponsored

STLD STEEL DYNAMICS INC10.0K shares1.92%2026-03-312026-04-07

FDX FEDEX CORP5.1K shares12.12%2026-03-312026-04-07

MT ARCELORMITTAL SA LUXEMBOURG34.6K shares1.55%2026-03-312026-04-07

BSMT INVESCO EXCH TRD SLF IDX FD77.9K shares0.00%2026-03-312026-04-07

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL4.6K shares5.85%2026-03-312026-04-07

PNC PNC FINL SVCS GROUP INC8.6K shares5.19%2026-03-312026-04-07

KR KROGER CO24.6K shares7.36%2026-03-312026-04-07

SHG SHINHAN FINANCIAL GROUP CO L29.1K shares3.72%2026-03-312026-04-07

Sponsored

SLV ISHARES SILVER TR25.9K shares-5.44%2026-03-312026-04-07

CVE CENOVUS ENERGY INC66.5K shares-2.57%2026-03-312026-04-07

RDY DR REDDYS LABS LTD126.9K shares-1.89%2026-03-312026-04-07

SLF SUN LIFE FINANCIAL INC.28.0K shares0.80%2026-03-312026-04-07

APP APPLOVIN CORP4.4K shares-2.38%2026-03-312026-04-07

HWM HOWMET AEROSPACE INC7.4K shares14.94%2026-03-312026-04-07

TE CONNECTIVITY PLC TE CONNECTIVITY PLC8.1K shares-4.23%2026-03-312026-04-07

CL COLGATE PALMOLIVE CO19.9K shares24.75%2026-03-312026-04-07

Sponsored

BCS BARCLAYS PLC80.1K shares-4.69%2026-03-312026-04-07

AEP AMERICAN ELEC PWR CO INC12.9K shares22.92%2026-03-312026-04-07

RCL ROYAL CARIBBEAN GROUP6.1K shares2.93%2026-03-312026-04-07

IJUL INNOVATOR ETFS TRUST50.1K shares0.00%2026-03-312026-04-07

VYM VANGUARD WHITEHALL FDS11.4K shares35.30%2026-03-312026-04-07

OXY OCCIDENTAL PETE CORP25.9K shares0.55%2026-03-312026-04-07

BSMQ INVESCO EXCH TRD SLF IDX FD70.9K shares5.76%2026-03-312026-04-07

AZO AUTOZONE INC494 shares13.30%2026-03-312026-04-07

Sponsored

ROST ROSS STORES INC7.7K shares6.77%2026-03-312026-04-07

ED CONSOLIDATED EDISON INC14.6K shares0.87%2026-03-312026-04-07

ADBE ADOBE INC6.8K shares-16.37%2026-03-312026-04-07

SHW SHERWIN WILLIAMS CO5.1K shares-5.05%2026-03-312026-04-07

SNPS SYNOPSYS INC4.1K shares9.85%2026-03-312026-04-07

IBTK ISHARES TR82.9K shares4.58%2026-03-312026-04-07

BNS BANK NOVA SCOTIA HALIFAX23.5K shares1.90%2026-03-312026-04-07

PSX PHILLIPS 668.9K shares0.47%2026-03-312026-04-07

Sponsored

E ENI S P A28.7K shares0.77%2026-03-312026-04-07

ICE INTERCONTINENTAL EXCHANGE IN10.3K shares8.42%2026-03-312026-04-07

BLACKROCK INC BLACKROCK INC1.6K shares-10.29%2026-03-312026-04-07

BARRICK MNG CORP BARRICK MNG CORP38.5K shares-6.25%2026-03-312026-04-07

ESLT ELBIT SYS LTD1.8K shares0.44%2026-03-312026-04-07

LYG LLOYDS BANKING GROUP PLC308.5K shares-0.37%2026-03-312026-04-07

REGN REGENERON PHARMACEUTICALS2.0K shares10.34%2026-03-312026-04-07

PKX POSCO HOLDINGS INC26.4K shares28.55%2026-03-312026-04-07

Sponsored

URI UNITED RENTALS INC2.1K shares29.36%2026-03-312026-04-07

BMO BANK MONTREAL QUE11.4K shares5.96%2026-03-312026-04-07

DHI D R HORTON INC11.1K shares2.66%2026-03-312026-04-07

CLX CLOROX CO DEL14.7K shares41.82%2026-03-312026-04-07

NET CLOUDFLARE INC7.3K shares-26.35%2026-03-312026-04-07

SCCO SOUTHERN COPPER CORP8.8K shares0.51%2026-03-312026-04-07

TRGP TARGA RES CORP6.0K shares-20.85%2026-03-312026-04-07

EQIX EQUINIX INC1.5K shares14.90%2026-03-312026-04-07

Sponsored

FTNT FORTINET INC18.4K shares19.70%2026-03-312026-04-07

TRP TC ENERGY CORP24.0K shares5.65%2026-03-312026-04-07

BP BP PLC31.8K shares-0.64%2026-03-312026-04-07

SNDK SANDISK CORP2.3K shares152.50%2026-03-312026-04-07

HAVERTY FURNITURE COS INC HAVERTY FURNITURE COS INC67.1K shares0.00%2026-03-312026-04-07

NUE NUCOR CORP8.7K shares-0.81%2026-03-312026-04-07

CHT CHUNGHWA TELECOM CO LTD34.7K shares-4.58%2026-03-312026-04-07

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST29.1K shares-1.71%2026-03-312026-04-07

Sponsored

CVS CVS HEALTH CORP19.9K shares7.25%2026-03-312026-04-07

BUD ANHEUSER BUSCH INBEV SA/NV20.5K shares5.46%2026-03-312026-04-07

MEDTRONIC PLC MEDTRONIC PLC16.4K shares-0.35%2026-03-312026-04-07

RELX RELX PLC42.5K shares4.29%2026-03-312026-04-07

WDS WOODSIDE ENERGY GROUP LTD58.9K shares-1.24%2026-03-312026-04-07

DIA SPDR DOW JONES INDL AVERAGE3.0K shares0.00%2026-03-312026-04-07

BAPR INNOVATOR ETFS TRUST28.3K shares0.00%2026-03-312026-04-07

LITE LUMENTUM HLDGS INC1.9K shares21.55%2026-03-312026-04-07

Sponsored

KGC KINROSS GOLD CORP44.2K shares0.81%2026-03-312026-04-07

VGT VANGUARD WORLD FD1.9K shares-11.90%2026-03-312026-04-07

IHG INTERCONTINENTAL HOTELS GROU10.0K shares0.12%2026-03-312026-04-07

SOUTHSTATE BK CORP SOUTHSTATE BK CORP14.4K shares15.29%2026-03-312026-04-07

UNM UNUM GROUP18.3K shares1.36%2026-03-312026-04-07

MSI MOTOROLA SOLUTIONS INC3.1K shares19.74%2026-03-312026-04-07

ARGX ARGENX SE1.8K shares-2.16%2026-03-312026-04-07

LNG CHENIERE ENERGY INC4.7K shares2.76%2026-03-312026-04-07

Sponsored

TAK TAKEDA PHARMACEUTICAL CO LTD70.0K shares6.59%2026-03-312026-04-07

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC13.1K shares13.26%2026-03-312026-04-07

IBDS ISHARES TR53.5K shares464.13%2026-03-312026-04-07

D DOMINION ENERGY INC20.9K shares2.26%2026-03-312026-04-07

USB US BANCORP DEL24.4K shares8.14%2026-03-312026-04-07

GM GENERAL MTRS CO17.0K shares-1.38%2026-03-312026-04-07

BFRZ INNOVATOR ETFS TRUST47.9K shares1.93%2026-03-312026-04-07

FNDX SCHWAB STRATEGIC TR45.3K shares-0.19%2026-03-312026-04-07

Sponsored

ADM ARCHER DANIELS MIDLAND CO17.3K shares3.02%2026-03-312026-04-07

GRMN GARMIN LTD5.4K shares7.25%2026-03-312026-04-07

MMM 3M CO8.6K shares0.86%2026-03-312026-04-07

SNY SANOFI SA25.8K shares-24.55%2026-03-312026-04-07

IBN ICICI BANK LIMITED47.8K shares-0.06%2026-03-312026-04-07

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY15.7K shares0.68%2026-03-312026-04-07

RJF RAYMOND JAMES FINL INC8.5K shares-0.25%2026-03-312026-04-07

CELESTICA INC CELESTICA INC4.4K shares-0.82%2026-03-312026-04-07

Sponsored

BMAY INNOVATOR ETFS TRUST27.3K shares0.00%2026-03-312026-04-07

DB DEUTSCHE BANK A G40.9K shares6.19%2026-03-312026-04-07

SPG SIMON PPTY GROUP INC NEW6.5K shares6.45%2026-03-312026-04-07

AMT AMERICAN TOWER CORP NEW7.0K shares-7.70%2026-03-312026-04-07

SKM SK TELECOM CO LTD41.4K shares90.56%2026-03-312026-04-07

PAYX PAYCHEX INC13.1K shares69.62%2026-03-312026-04-07

POCT INNOVATOR ETFS TRUST27.9K shares0.00%2026-03-312026-04-07

IDEC INNOVATOR ETFS TRUST36.9K shares0.00%2026-03-312026-04-07

Sponsored

THE CIGNA GROUP THE CIGNA GROUP4.5K shares5.53%2026-03-312026-04-07

YUM YUM BRANDS INC7.6K shares9.08%2026-03-312026-04-07

IR INGERSOLL RAND INC14.6K shares4.50%2026-03-312026-04-07

CCJ CAMECO CORP10.7K shares13.35%2026-03-312026-04-07

ECL ECOLAB INC4.3K shares-12.19%2026-03-312026-04-07

ETR ENTERGY CORP NEW10.2K shares20.93%2026-03-312026-04-07

VEU VANGUARD INTL EQUITY INDEX F15.2K shares1.23%2026-03-312026-04-07

CTAS CINTAS CORP6.7K shares11.89%2026-03-312026-04-07

Sponsored

LQDA LIQUIDIA CORPORATION30.0K shares47.96%2026-03-312026-04-07

VODAFONE GROUP PLC NEW VODAFONE GROUP PLC NEW74.9K shares-0.38%2026-03-312026-04-07

MDLZ MONDELEZ INTL INC19.4K shares20.52%2026-03-312026-04-07

XLK SELECT SECTOR SPDR TR8.4K shares2.83%2026-03-312026-04-07

DFUV DIMENSIONAL ETF TRUST23.0K shares0.02%2026-03-312026-04-07

SRE SEMPRA11.4K shares36.05%2026-03-312026-04-07

DIHP DIMENSIONAL ETF TRUST34.5K shares114.20%2026-03-312026-04-07

FITB FIFTH THIRD BANCORP23.9K shares68.75%2026-03-312026-04-07

Sponsored

CMCSA COMCAST CORP NEW38.6K shares48.46%2026-03-312026-04-07

AME AMETEK INC5.2K shares4.14%2026-03-312026-04-07

FAST FASTENAL CO23.8K shares4.02%2026-03-312026-04-07

AON PLC AON PLC3.4K shares1.18%2026-03-312026-04-07

BSMU INVESCO EXCH TRD SLF IDX FD50.3K shares0.00%2026-03-312026-04-07

FIX COMFORT SYS USA INC794 shares34.58%2026-03-312026-04-07

PRU PRUDENTIAL FINL INC11.1K shares46.18%2026-03-312026-04-07

ADP AUTOMATIC DATA PROCESSING IN5.3K shares-24.79%2026-03-312026-04-07

Sponsored

MPWR MONOLITHIC PWR SYS INC982 shares6.51%2026-03-312026-04-07

TS TENARIS S A18.4K shares-0.85%2026-03-312026-04-07

IWM ISHARES TR4.3K shares9.58%2026-03-312026-04-07

AMP AMERIPRISE FINL INC2.4K shares-2.68%2026-03-312026-04-07

STT STATE STR CORP8.4K shares19.98%2026-03-312026-04-07

EQT CORP EQT CORP16.7K shares-7.55%2026-03-312026-04-07

ADSK AUTODESK INC4.4K shares2.12%2026-03-312026-04-07

OVV OVINTIV INC17.7K shares2.52%2026-03-312026-04-07

Sponsored

ALL ALLSTATE CORP5.1K shares11.74%2026-03-312026-04-07

NTR NUTRIEN LTD13.7K shares0.53%2026-03-312026-04-07

AJG GALLAGHER ARTHUR J & CO4.7K shares13.14%2026-03-312026-04-07

IMO IMPERIAL OIL LTD7.8K shares1.90%2026-03-312026-04-07

TECK TECK RESOURCES LTD19.6K shares0.95%2026-03-312026-04-07

FANG DIAMONDBACK ENERGY INC5.1K shares5.82%2026-03-312026-04-07

VBR VANGUARD INDEX FDS4.6K shares27.12%2026-03-312026-04-07

KEYS KEYSIGHT TECHNOLOGIES INC3.6K shares17.34%2026-03-312026-04-07

Sponsored

WBD WARNER BROS DISCOVERY INC36.7K shares1.90%2026-03-312026-04-07

HIG HARTFORD INSURANCE GROUP INC7.4K shares13.17%2026-03-312026-04-07

IBIT ISHARES BITCOIN TRUST ETF26.1K shares14.63%2026-03-312026-04-07

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC8.9K shares-13.86%2026-03-312026-04-07

RACE FERRARI N V2.9K shares6.51%2026-03-312026-04-07

GWRE GUIDEWIRE SOFTWARE INC6.6K shares24.08%2026-03-312026-04-07

IBDT ISHARES TR39.1K shares331.94%2026-03-312026-04-07

EEM ISHARES TR17.4K shares1.98%2026-03-312026-04-07

Sponsored

HLN HALEON PLC98.6K shares-6.24%2026-03-312026-04-07

EFA ISHARES TR10.1K shares1.95%2026-03-312026-04-07

DELL DELL TECHNOLOGIES INC5.9K shares-7.67%2026-03-312026-04-07

SCHV SCHWAB STRATEGIC TR31.8K shares-1.00%2026-03-312026-04-07

RMD RESMED INC4.3K shares2.18%2026-03-312026-04-07

NMR NOMURA HLDGS INC122.3K shares5.77%2026-03-312026-04-07

PHM PULTE GROUP INC8.2K shares2.74%2026-03-312026-04-07

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC4.1K shares3.52%2026-03-312026-04-07

Sponsored

CTVA CORTEVA INC11.5K shares5.26%2026-03-312026-04-07

VLO VALERO ENERGY CORP3.9K shares5.98%2026-03-312026-04-07

NATWEST GROUP PLC NATWEST GROUP PLC64.0K shares-7.29%2026-03-312026-04-07

GBDC GOLUB CAP BDC INC75.2K shares10.61%2026-03-312026-04-07

ADC AGREE RLTY CORP12.5K shares2.97%2026-03-312026-04-07

OKE ONEOK INC NEW10.4K shares14.39%2026-03-312026-04-07

CARR CARRIER GLOBAL CORPORATION16.7K shares1.18%2026-03-312026-04-07

SPYG SPDR SERIES TRUST9.6K shares0.06%2026-03-312026-04-07

Sponsored

APD AIR PRODS & CHEMS INC3.2K shares8.79%2026-03-312026-04-07

MLM MARTIN MARIETTA MATLS INC1.6K shares10.44%2026-03-312026-04-07

DLR DIGITAL RLTY TR INC5.2K shares11.73%2026-03-312026-04-07

EJAN INNOVATOR ETFS TRUST27.5K shares-24.05%2026-03-312026-04-07

ODFL OLD DOMINION FREIGHT LINE IN4.8K shares14.44%2026-03-312026-04-07

EQNR EQUINOR ASA22.1K shares-3.20%2026-03-312026-04-07

VGK VANGUARD INTL EQUITY INDEX F11.3K shares0.23%2026-03-312026-04-07

AWK AMERICAN WTR WKS CO INC NEW6.8K shares17.42%2026-03-312026-04-07

Sponsored

PCAR PACCAR INC7.9K shares4.03%2026-03-312026-04-07

EXC EXELON CORP18.7K shares4.43%2026-03-312026-04-07

FNV FRANCO NEV CORP3.7K shares3.76%2026-03-312026-04-07

VO VANGUARD INDEX FDS3.2K shares15.70%2026-03-312026-04-07

IDXX IDEXX LABS INC1.6K shares-1.82%2026-03-312026-04-07

XLE SELECT SECTOR SPDR TR14.7K shares8.18%2026-03-312026-04-07

SDY SPDR SERIES TRUST6.0K shares0.12%2026-03-312026-04-07

DASH DOORDASH INC5.9K shares-6.36%2026-03-312026-04-07

Sponsored

PDD PDD HOLDINGS INC8.5K shares7.51%2026-03-312026-04-07

AEGON LTD AEGON LTD119.1K shares-0.90%2026-03-312026-04-07

BN BROOKFIELD CORP21.3K shares7.11%2026-03-312026-04-07

NDAQ NASDAQ INC10.1K shares16.61%2026-03-312026-04-07

DOV DOVER CORP4.1K shares4.63%2026-03-312026-04-07

PUK PRUDENTIAL PLC29.9K shares4.02%2026-03-312026-04-07

SHV ISHARES TR7.7K sharesnew addition2026-03-312026-04-07

IWP ISHARES TR6.6K shares0.12%2026-03-312026-04-07

Sponsored

SLB SLB LIMITED16.5K shares5.27%2026-03-312026-04-07

BIIB BIOGEN INC4.6K shares5.45%2026-03-312026-04-07

ALC ALCON AG11.2K shares0.57%2026-03-312026-04-07

TGT TARGET CORP6.9K shares21.59%2026-03-312026-04-07

AER AERCAP HOLDINGS NV6.1K shares-0.88%2026-03-312026-04-07

NOK NOKIA CORP103.8K shares12.14%2026-03-312026-04-07

HBAN HUNTINGTON BANCSHARES INC53.1K shares33.02%2026-03-312026-04-07

MET METLIFE INC11.7K shares4.83%2026-03-312026-04-07

Sponsored

IJH ISHARES TR12.2K shares13.92%2026-03-312026-04-07

EOG EOG RES INC5.7K shares17.85%2026-03-312026-04-07

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET27.4K shares29.42%2026-03-312026-04-07

INFY INFOSYS LTD60.8K shares-36.28%2026-03-312026-04-07

AIZ ASSURANT INC3.8K shares-3.96%2026-03-312026-04-07

ES EVERSOURCE ENERGY11.7K shares1.06%2026-03-312026-04-07

WIT WIPRO LTD381.6K shares-30.82%2026-03-312026-04-07

CBRE CBRE GROUP INC5.9K shares5.68%2026-03-312026-04-07

Sponsored

EW EDWARDS LIFESCIENCES CORP10.0K shares29.54%2026-03-312026-04-07

GWW WW GRAINGER INC726 shares-39.75%2026-03-312026-04-07

DVN DEVON ENERGY CORP NEW15.7K shares3.41%2026-03-312026-04-07

KKR & CO INC KKR & CO INC8.5K shares-8.80%2026-03-312026-04-07

DFEM DIMENSIONAL ETF TRUST22.7K shares585.30%2026-03-312026-04-07

SSRM SSR MINING IN26.7K shares-2.74%2026-03-312026-04-07

TDG TRANSDIGM GROUP INC673 shares-9.66%2026-03-312026-04-07

KMI KINDER MORGAN INC DEL23.2K shares4.52%2026-03-312026-04-07

Sponsored

IVE ISHARES TR3.7K shares21.28%2026-03-312026-04-07

VTR VENTAS INC9.5K shares2.12%2026-03-312026-04-07

TSCO TRACTOR SUPPLY CO17.2K shares34.54%2026-03-312026-04-07

CAH CARDINAL HEALTH INC3.7K shares10.06%2026-03-312026-04-07

IBTL ISHARES TR37.8K shares9.14%2026-03-312026-04-07

PMAR INNOVATOR ETFS TRUST17.3K shares0.00%2026-03-312026-04-07

AEE AMEREN CORP7.0K shares19.52%2026-03-312026-04-07

CAC CAMDEN NATL CORP16.2K shares-21.29%2026-03-312026-04-07

Sponsored

CHIPMOS TECHNOLOGIES INC CHIPMOS TECHNOLOGIES INC20.9K shares-1.60%2026-03-312026-04-07

PBA PEMBINA PIPELINE CORP16.7K shares-5.64%2026-03-312026-04-07

EA ELECTRONIC ARTS INC3.6K shares-22.90%2026-03-312026-04-07

CNI CANADIAN NATL RY CO7.1K shares-1.59%2026-03-312026-04-07

ROK ROCKWELL AUTOMATION INC2.0K shares0.10%2026-03-312026-04-07

HPE HEWLETT PACKARD ENTERPRISE C30.7K shares11.57%2026-03-312026-04-07

IWB ISHARES TR2.1K shares-10.51%2026-03-312026-04-07

NRG NRG ENERGY INC4.9K shares53.94%2026-03-312026-04-07

Sponsored

HAL HALLIBURTON CO18.5K shares5.02%2026-03-312026-04-07

SPHQ INVESCO EXCHANGE TRADED FD T9.5K shares-36.83%2026-03-312026-04-07

PHG KONINKLIJKE PHILIPS N V26.0K shares1.68%2026-03-312026-04-07

EBAY EBAY INC.7.8K shares12.78%2026-03-312026-04-07

HBM HUDBAY MINERALS INC34.0K shares-1.13%2026-03-312026-04-07

RCI ROGERS COMMUNICATIONS INC18.5K shares-1.51%2026-03-312026-04-07

HMC HONDA MOTOR LTD29.2K shares-17.96%2026-03-312026-04-07

NKE NIKE INC13.3K shares-39.32%2026-03-312026-04-07

Sponsored

DVY ISHARES TR4.6K shares19.92%2026-03-312026-04-07

PAAS PAN AMERN SILVER CORP12.8K shares0.50%2026-03-312026-04-07

ABNB AIRBNB INC5.5K shares31.15%2026-03-312026-04-07

TTWO TAKE-TWO INTERACTIVE SOFTWAR3.5K shares3.41%2026-03-312026-04-07

EVRG EVERGY INC8.5K shares10.74%2026-03-312026-04-07

SCHD SCHWAB STRATEGIC TR22.6K shares47.11%2026-03-312026-04-07

CCEP COCA-COLA EUROPACIFIC PARTNE7.6K shares5.38%2026-03-312026-04-07

QUAL ISHARES TR3.6K shares2.62%2026-03-312026-04-07

Sponsored

FLEX FLEX LTD10.4K shares3.65%2026-03-312026-04-07

ALNY ALNYLAM PHARMACEUTICALS INC2.0K shares3.33%2026-03-312026-04-07

WEC ENERGY GROUP INC WEC ENERGY GROUP INC5.8K shares-2.41%2026-03-312026-04-07

DISV DIMENSIONAL ETF TRUST17.0K shares785.10%2026-03-312026-04-07

IWF

ISHARES TR

0.90%

Shares1.8M

Event2026-03-31

Filed2026-04-07

IUSV

ISHARES TR

1.50%

Shares4.6M

Event2026-03-31

Filed2026-04-07

VIG

VANGUARD SPECIALIZED FUNDS

2.61%

Shares2.2M

Event2026-03-31

Filed2026-04-07

VCRB

VANGUARD MALVERN FDS

8.17%

Shares5.4M

Event2026-03-31

Filed2026-04-07

VXUS

VANGUARD STAR FDS

59.47%

Shares5.2M

Event2026-03-31

Filed2026-04-07

IEFA

ISHARES TR

3.01%

Shares3.6M

Event2026-03-31

Filed2026-04-07

VWO

VANGUARD INTL EQUITY INDEX F

3.16%

Shares4.5M

Event2026-03-31

Filed2026-04-07

VANGUARD INDEX FDS

5155.93%

Shares904.1K

Event2026-03-31

Filed2026-04-07

JAAA

JANUS DETROIT STR TR

3.96%

Shares3.5M

Event2026-03-31

Filed2026-04-07

AAPL

APPLE INC

1.49%

Shares585.9K

Event2026-03-31

Filed2026-04-07

NVDA

NVIDIA CORPORATION

1.64%

Shares784.5K

Event2026-03-31

Filed2026-04-07

MUB

ISHARES TR

-3.16%

Shares1.1M

Event2026-03-31

Filed2026-04-07

MSFT

MICROSOFT CORP

0.80%

Shares222.5K

Event2026-03-31

Filed2026-04-07

VEA

VANGUARD TAX-MANAGED FDS

-0.36%

Shares1.1M

Event2026-03-31

Filed2026-04-07

VUG

VANGUARD INDEX FDS

4.96%

Shares163.2K

Event2026-03-31

Filed2026-04-07

JPST

J P MORGAN EXCHANGE TRADED F

70.15%

Shares1.4M

Event2026-03-31

Filed2026-04-07

VTV

VANGUARD INDEX FDS

-1.09%

Shares351.1K

Event2026-03-31

Filed2026-04-07

ALPHABET INC

2.43%

Shares236.0K

Event2026-03-31

Filed2026-04-07

AMZN

AMAZON COM INC

1.40%

Shares292.7K

Event2026-03-31

Filed2026-04-07

VANGUARD INDEX FDS

-54.51%

Shares171.1K

Event2026-03-31

Filed2026-04-07

SPY

SPDR S&P 500 ETF TR

0.41%

Shares77.7K

Event2026-03-31

Filed2026-04-07

OEF

ISHARES TR

-3.75%

Shares155.0K

Event2026-03-31

Filed2026-04-07

TSLA

TESLA INC

0.39%

Shares116.9K

Event2026-03-31

Filed2026-04-07

IEMG

ISHARES INC

-0.94%

Shares604.0K

Event2026-03-31

Filed2026-04-07

META

META PLATFORMS INC

1.90%

Shares62.9K

Event2026-03-31

Filed2026-04-07

BERKSHIRE HATHAWAY INC DEL

1.55%

Shares73.2K

Event2026-03-31

Filed2026-04-07

BROADCOM INC

3.32%

Shares102.9K

Event2026-03-31

Filed2026-04-07

JQUA

J P MORGAN EXCHANGE TRADED F

-90.63%

Shares510.9K

Event2026-03-31

Filed2026-04-07

COCA COLA CO

-10.78%

Shares347.8K

Event2026-03-31

Filed2026-04-07

IVV

ISHARES TR

-19.13%

Shares39.1K

Event2026-03-31

Filed2026-04-07

INNOVATOR ETFS TRUST

-0.12%

Shares1.3M

Event2026-03-31

Filed2026-04-07

JPM

JPMORGAN CHASE & CO.

2.09%

Shares83.9K

Event2026-03-31

Filed2026-04-07

LLY

ELI LILLY & CO

0.40%

Shares25.7K

Event2026-03-31

Filed2026-04-07

ALPHABET INC

2.23%

Shares74.9K

Event2026-03-31

Filed2026-04-07

WMT

WALMART INC

3.45%

Shares162.1K

Event2026-03-31

Filed2026-04-07

TSM

TAIWAN SEMICONDUCTOR MFG LTD

-4.92%

Shares57.4K

Event2026-03-31

Filed2026-04-07

ICSH

ISHARES TR

-10.50%

Shares376.6K

Event2026-03-31

Filed2026-04-07

VTI

VANGUARD INDEX FDS

3.62%

Shares58.5K

Event2026-03-31

Filed2026-04-07

XOM

EXXON MOBIL CORP

5.17%

Shares103.7K

Event2026-03-31

Filed2026-04-07

JNJ

JOHNSON & JOHNSON

10.30%

Shares70.4K

Event2026-03-31

Filed2026-04-07

HOME DEPOT INC

-1.79%

Shares47.9K

Event2026-03-31

Filed2026-04-07

COST

COSTCO WHSL CORP NEW

7.89%

Shares13.5K

Event2026-03-31

Filed2026-04-07

HELO

J P MORGAN EXCHANGE TRADED F

-22.56%

Shares207.8K

Event2026-03-31

Filed2026-04-07

NFLX

NETFLIX INC

1.96%

Shares134.8K

Event2026-03-31

Filed2026-04-07

VISA INC

3.74%

Shares42.5K

Event2026-03-31

Filed2026-04-07

ABBV

ABBVIE INC

2.92%

Shares56.6K

Event2026-03-31

Filed2026-04-07

MASTERCARD INCORPORATED

1.89%

Shares23.1K

Event2026-03-31

Filed2026-04-07

VLUE

ISHARES TR

-0.32%

Shares80.8K

Event2026-03-31

Filed2026-04-07

ASML

ASML HOLDING N V

2.77%

Shares8.3K

Event2026-03-31

Filed2026-04-07

PLTR

PALANTIR TECHNOLOGIES INC

2.92%

Shares72.0K

Event2026-03-31

Filed2026-04-07

DFAC

DIMENSIONAL ETF TRUST

359.42%

Shares267.4K

Event2026-03-31

Filed2026-04-07

PROCTER AND GAMBLE CO

25.56%

Shares70.3K

Event2026-03-31

Filed2026-04-07

CAT

CATERPILLAR INC

4.23%

Shares13.5K

Event2026-03-31

Filed2026-04-07

BAC

BANK AMERICA CORP

-0.88%

Shares195.6K

Event2026-03-31

Filed2026-04-07

EFX

EQUIFAX INC

4.69%

Shares50.4K

Event2026-03-31

Filed2026-04-07

GE AEROSPACE

44.69%

Shares31.9K

Event2026-03-31

Filed2026-04-07

MICRON TECHNOLOGY INC

11.48%

Shares26.6K

Event2026-03-31

Filed2026-04-07

BND

VANGUARD BD INDEX FDS

-1.79%

Shares122.1K

Event2026-03-31

Filed2026-04-07

CSCO

CISCO SYS INC

2.53%

Shares113.6K

Event2026-03-31

Filed2026-04-07

DAL

DELTA AIR LINES INC DEL

-1.91%

Shares125.8K

Event2026-03-31

Filed2026-04-07

HCA

HCA HEALTHCARE INC

3.61%

Shares16.9K

Event2026-03-31

Filed2026-04-07

ZSEP

INNOVATOR ETFS TRUST

0.00%

Shares282.8K

Event2026-03-31

Filed2026-04-07

ORCL

ORACLE CORP

3.74%

Shares51.2K

Event2026-03-31

Filed2026-04-07

IWD

ISHARES TR

-0.29%

Shares35.2K

Event2026-03-31

Filed2026-04-07

USEP

INNOVATOR ETFS TRUST

0.00%

Shares194.3K

Event2026-03-31

Filed2026-04-07

RTX

RTX CORPORATION

6.12%

Shares38.9K

Event2026-03-31

Filed2026-04-07

AMD

ADVANCED MICRO DEVICES INC

2.72%

Shares36.3K

Event2026-03-31

Filed2026-04-07

NVS

NOVARTIS AG

3.03%

Shares48.0K

Event2026-03-31

Filed2026-04-07

SPGI

S&P GLOBAL INC

0.06%

Shares16.9K

Event2026-03-31

Filed2026-04-07

IBM

INTERNATIONAL BUSINESS MACHS

-2.54%

Shares29.5K

Event2026-03-31

Filed2026-04-07

MERCK & CO INC

11.65%

Shares57.4K

Event2026-03-31

Filed2026-04-07

LAM RESEARCH CORP

4.23%

Shares32.0K

Event2026-03-31

Filed2026-04-07

AMAT

APPLIED MATLS INC

6.03%

Shares18.9K

Event2026-03-31

Filed2026-04-07

ROL

ROLLINS INC

-21.13%

Shares118.5K

Event2026-03-31

Filed2026-04-07

VANGUARD INDEX FDS

-2.83%

Shares10.5K

Event2026-03-31

Filed2026-04-07

CVX

CHEVRON CORP NEW

1.15%

Shares30.3K

Event2026-03-31

Filed2026-04-07

SOUTHERN CO

6.41%

Shares62.2K

Event2026-03-31

Filed2026-04-07

COIN

COINBASE GLOBAL INC

1012.68%

Shares34.4K

Event2026-03-31

Filed2026-04-07

MCD

MCDONALDS CORP

4.10%

Shares19.3K

Event2026-03-31

Filed2026-04-07

BMY

BRISTOL-MYERS SQUIBB CO

2.03%

Shares97.8K

Event2026-03-31

Filed2026-04-07

WFC

WELLS FARGO CO NEW

9.55%

Shares74.4K

Event2026-03-31

Filed2026-04-07

GEV

GE VERNOVA INC

6.62%

Shares6.8K

Event2026-03-31

Filed2026-04-07

SHOP

SHOPIFY INC

-9.18%

Shares49.1K

Event2026-03-31

Filed2026-04-07

BPOP

POPULAR INC

0.02%

Shares42.4K

Event2026-03-31

Filed2026-04-07

GOLDMAN SACHS GROUP INC

5.04%

Shares6.6K

Event2026-03-31

Filed2026-04-07

ARHS

ARHAUS INC

287.91%

Shares822.8K

Event2026-03-31

Filed2026-04-07

NEE

NEXTERA ENERGY INC

6.46%

Shares60.0K

Event2026-03-31

Filed2026-04-07

PEP

PEPSICO INC

17.80%

Shares35.8K

Event2026-03-31

Filed2026-04-07

DIS

DISNEY WALT CO

-2.95%

Shares57.5K

Event2026-03-31

Filed2026-04-07

SHEL

SHELL PLC

2.43%

Shares59.0K

Event2026-03-31

Filed2026-04-07

UNH

UNITEDHEALTH GROUP INC

-8.48%

Shares19.8K

Event2026-03-31

Filed2026-04-07

PHILIP MORRIS INTL INC

10.06%

Shares32.2K

Event2026-03-31

Filed2026-04-07

INVESCO QQQ TR

1.25%

Shares9.0K

Event2026-03-31

Filed2026-04-07

APH

AMPHENOL CORP NEW

-2.24%

Shares41.1K

Event2026-03-31

Filed2026-04-07

AXP

AMERICAN EXPRESS CO

2.04%

Shares16.7K

Event2026-03-31

Filed2026-04-07

ACWX

ISHARES TR

1.99%

Shares73.4K

Event2026-03-31

Filed2026-04-07

AMGN

AMGEN INC

3.85%

Shares14.2K

Event2026-03-31

Filed2026-04-07

ROYAL BK CDA

1.98%

Shares30.8K

Event2026-03-31

Filed2026-04-07

MUFG

MITSUBISHI UFJ FINL GROUP IN

1.26%

Shares291.2K

Event2026-03-31

Filed2026-04-07

LINDE PLC

10.50%

Shares9.9K

Event2026-03-31

Filed2026-04-07

GPC

GENUINE PARTS CO

-1.85%

Shares46.3K

Event2026-03-31

Filed2026-04-07

CSX

CSX CORP

0.18%

Shares119.0K

Event2026-03-31

Filed2026-04-07

AT&T INC

5.30%

Shares168.2K

Event2026-03-31

Filed2026-04-07

MORGAN STANLEY

4.37%

Shares29.5K

Event2026-03-31

Filed2026-04-07

HSBC

HSBC HLDGS PLC

-1.33%

Shares58.1K

Event2026-03-31

Filed2026-04-07

ABT

ABBOTT LABS

-3.14%

Shares46.6K

Event2026-03-31

Filed2026-04-07

EATON CORP PLC

2.96%

Shares13.3K

Event2026-03-31

Filed2026-04-07

TJX

TJX COS INC NEW

4.60%

Shares29.8K

Event2026-03-31

Filed2026-04-07

NSC

NORFOLK SOUTHN CORP

-4.82%

Shares16.2K

Event2026-03-31

Filed2026-04-07

MCK

MCKESSON CORP

-1.21%

Shares5.3K

Event2026-03-31

Filed2026-04-07

VONG

VANGUARD SCOTTSDALE FDS

-0.64%

Shares40.7K

Event2026-03-31

Filed2026-04-07

TRANE TECHNOLOGIES PLC

5.17%

Shares10.7K

Event2026-03-31

Filed2026-04-07

SMFG

SUMITOMO MITSUI FINL GROUP I

1.71%

Shares224.7K

Event2026-03-31

Filed2026-04-07

TOYOTA MOTOR CORP

3.11%

Shares20.9K

Event2026-03-31

Filed2026-04-07

BWXT

BWX TECHNOLOGIES INC

0.18%

Shares20.7K

Event2026-03-31

Filed2026-04-07

AFL

AFLAC INC

-7.09%

Shares37.8K

Event2026-03-31

Filed2026-04-07

LOW

LOWES COS INC

7.96%

Shares17.4K

Event2026-03-31

Filed2026-04-07

UPS

UNITED PARCEL SERVICE INC

0.61%

Shares41.7K

Event2026-03-31

Filed2026-04-07

TMO

THERMO FISHER SCIENTIFIC INC

1.16%

Shares8.3K

Event2026-03-31

Filed2026-04-07

ISRG

INTUITIVE SURGICAL INC

4.99%

Shares8.9K

Event2026-03-31

Filed2026-04-07

SAN

BANCO SANTANDER SA

1.38%

Shares360.8K

Event2026-03-31

Filed2026-04-07

CRM

SALESFORCE INC

-0.87%

Shares21.3K

Event2026-03-31

Filed2026-04-07

HST

HOST HOTELS & RESORTS INC

-32.20%

Shares206.1K

Event2026-03-31

Filed2026-04-07

IBTI

ISHARES TR

-2.61%

Shares173.0K

Event2026-03-31

Filed2026-04-07

TXN

TEXAS INSTRS INC

9.51%

Shares19.7K

Event2026-03-31

Filed2026-04-07

IBTH

ISHARES TR

-1.26%

Shares168.9K

Event2026-03-31

Filed2026-04-07

ADI

ANALOG DEVICES INC

5.78%

Shares11.8K

Event2026-03-31

Filed2026-04-07

ACWI

ISHARES TR

-1.23%

Shares26.7K

Event2026-03-31

Filed2026-04-07

IBTJ

ISHARES TR

3.83%

Shares166.7K

Event2026-03-31

Filed2026-04-07

IJR

ISHARES TR

356.60%

Shares29.1K

Event2026-03-31

Filed2026-04-07

TOTALENERGIES SE

2.40%

Shares39.6K

Event2026-03-31

Filed2026-04-07

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares5

Event2026-03-31

Filed2026-04-07

IBTG

ISHARES TR

-4.12%

Shares154.2K

Event2026-03-31

Filed2026-04-07

SCHB

SCHWAB STRATEGIC TR

-11.75%

Shares140.0K

Event2026-03-31

Filed2026-04-07

GILD

GILEAD SCIENCES INC

-2.94%

Shares25.1K

Event2026-03-31

Filed2026-04-07

BLACKSTONE INC

1.74%

Shares30.4K

Event2026-03-31

Filed2026-04-07

SCHF

SCHWAB STRATEGIC TR

-2.89%

Shares140.5K

Event2026-03-31

Filed2026-04-07

COF

CAPITAL ONE FINL CORP

4.00%

Shares19.0K

Event2026-03-31

Filed2026-04-07

ING

ING GROEP N.V.

0.28%

Shares131.0K

Event2026-03-31

Filed2026-04-07

KLAC

KLA CORP

0.26%

Shares2.3K

Event2026-03-31

Filed2026-04-07

LHX

L3HARRIS TECHNOLOGIES INC

8.67%

Shares9.8K

Event2026-03-31

Filed2026-04-07

SAP

SAP SE

-3.87%

Shares19.6K

Event2026-03-31

Filed2026-04-07

PFE

PFIZER INC

6.94%

Shares118.4K

Event2026-03-31

Filed2026-04-07

VERIZON COMMUNICATIONS INC

6.71%

Shares65.9K

Event2026-03-31

Filed2026-04-07

MNST

MONSTER BEVERAGE CORP NEW

-14.49%

Shares44.9K

Event2026-03-31

Filed2026-04-07

ARISTA NETWORKS INC

4.12%

Shares26.5K

Event2026-03-31

Filed2026-04-07

UNP

UNION PAC CORP

10.67%

Shares13.4K

Event2026-03-31

Filed2026-04-07

SYK

STRYKER CORPORATION

4.60%

Shares9.9K

Event2026-03-31

Filed2026-04-07

UBER

UBER TECHNOLOGIES INC

2.17%

Shares44.6K

Event2026-03-31

Filed2026-04-07

MPC

MARATHON PETE CORP

-0.97%

Shares13.0K

Event2026-03-31

Filed2026-04-07

VANGUARD INTL EQUITY INDEX F

-43.77%

Shares23.0K

Event2026-03-31

Filed2026-04-07

COP

CONOCOPHILLIPS

5.62%

Shares24.0K

Event2026-03-31

Filed2026-04-07

GLW

CORNING INC

-11.17%

Shares23.1K

Event2026-03-31

Filed2026-04-07

CDNS

CADENCE DESIGN SYSTEM INC

3.89%

Shares11.3K

Event2026-03-31

Filed2026-04-07

UBS

UBS GROUP AG

0.10%

Shares79.9K

Event2026-03-31

Filed2026-04-07

PARKER-HANNIFIN CORP

9.80%

Shares3.5K

Event2026-03-31

Filed2026-04-07

BHP

BHP GROUP LTD

4.42%

Shares42.9K

Event2026-03-31

Filed2026-04-07

BTI

BRITISH AMERN TOB PLC

1.95%

Shares52.7K

Event2026-03-31

Filed2026-04-07

DEERE & CO

-3.27%

Shares5.5K

Event2026-03-31

Filed2026-04-07

SONY

SONY GROUP CORP

-2.56%

Shares148.7K

Event2026-03-31

Filed2026-04-07

LKQ

LKQ CORP

0.15%

Shares104.6K

Event2026-03-31

Filed2026-04-07

SCHW

SCHWAB CHARLES CORP

5.59%

Shares32.6K

Event2026-03-31

Filed2026-04-07

BBVA

BANCO BILBAO VIZCAYA ARGENTA

2.18%

Shares140.4K

Event2026-03-31

Filed2026-04-07

WOORI FINL GROUP INC

0.72%

Shares44.5K

Event2026-03-31

Filed2026-04-07

DUKE ENERGY CORP NEW

7.22%

Shares22.0K

Event2026-03-31

Filed2026-04-07

NOC

NORTHROP GRUMMAN CORP

5.70%

Shares4.1K

Event2026-03-31

Filed2026-04-07

HON

HONEYWELL INTL INC

5.88%

Shares12.5K

Event2026-03-31

Filed2026-04-07

ENB

ENBRIDGE INC

5.80%

Shares52.0K

Event2026-03-31

Filed2026-04-07

SBUX

STARBUCKS CORP

3.32%

Shares31.1K

Event2026-03-31

Filed2026-04-07

CRWD

CROWDSTRIKE HLDGS INC

6.10%

Shares7.1K

Event2026-03-31

Filed2026-04-07

DUHP

DIMENSIONAL ETF TRUST

299.23%

Shares75.3K

Event2026-03-31

Filed2026-04-07

WELL

WELLTOWER INC

5.50%

Shares13.8K

Event2026-03-31

Filed2026-04-07

HLT

HILTON WORLDWIDE HLDGS INC

4.17%

Shares8.9K

Event2026-03-31

Filed2026-04-07

LMT

LOCKHEED MARTIN CORP

11.25%

Shares4.5K

Event2026-03-31

Filed2026-04-07

INTU

INTUIT

1.85%

Shares6.2K

Event2026-03-31

Filed2026-04-07

ALTRIA GROUP INC

12.16%

Shares40.6K

Event2026-03-31

Filed2026-04-07

PANW

PALO ALTO NETWORKS INC

29.61%

Shares16.6K

Event2026-03-31

Filed2026-04-07

KB FINL GROUP INC

2.13%

Shares26.7K

Event2026-03-31

Filed2026-04-07

BOEING CO

-1.44%

Shares13.2K

Event2026-03-31

Filed2026-04-07

SCHX

SCHWAB STRATEGIC TR

6.14%

Shares102.6K

Event2026-03-31

Filed2026-04-07

INTC

INTEL CORP

20.48%

Shares59.2K

Event2026-03-31

Filed2026-04-07

PGR

PROGRESSIVE CORP

2.02%

Shares13.0K

Event2026-03-31

Filed2026-04-07

SBET

SHARPLINK GAMING INC

595.40%

Shares400.2K

Event2026-03-31

Filed2026-04-07

BKNG

BOOKING HOLDINGS INC

9.87%

Shares612

Event2026-03-31

Filed2026-04-07

TORONTO DOMINION BK ONT

7.03%

Shares27.4K

Event2026-03-31

Filed2026-04-07

GSK PLC

3.56%

Shares46.3K

Event2026-03-31

Filed2026-04-07

GLD

SPDR GOLD TR

-52.91%

Shares5.9K

Event2026-03-31

Filed2026-04-07

CHUBB LIMITED

2.66%

Shares7.6K

Event2026-03-31

Filed2026-04-07

VRTX

VERTEX PHARMACEUTICALS INC

4.17%

Shares5.5K

Event2026-03-31

Filed2026-04-07

SUNCOR ENERGY INC NEW

3.71%

Shares37.3K

Event2026-03-31

Filed2026-04-07

BABA

ALIBABA GROUP HLDG LTD

-2.93%

Shares19.5K

Event2026-03-31

Filed2026-04-07

OPEN

OPENDOOR TECHNOLOGIES INC

-0.01%

Shares516.2K

Event2026-03-31

Filed2026-04-07

AEM

AGNICO EAGLE MINES LTD

3.77%

Shares11.9K

Event2026-03-31

Filed2026-04-07

CITIGROUP INC

-1.58%

Shares21.2K

Event2026-03-31

Filed2026-04-07

DFIC

DIMENSIONAL ETF TRUST

308.33%

Shares66.7K

Event2026-03-31

Filed2026-04-07

UNILEVER PLC

-1.29%

Shares41.6K

Event2026-03-31

Filed2026-04-07

CIEN

CIENA CORP

23.75%

Shares6.1K

Event2026-03-31

Filed2026-04-07

CNQ

CANADIAN NAT RES LTD

3.06%

Shares48.0K

Event2026-03-31

Filed2026-04-07

TMUS

T-MOBILE US INC

11.28%

Shares11.1K

Event2026-03-31

Filed2026-04-07

WMB

WILLIAMS COS INC

6.07%

Shares31.7K

Event2026-03-31

Filed2026-04-07

PDEC

INNOVATOR ETFS TRUST

0.00%

Shares54.1K

Event2026-03-31

Filed2026-04-07

DFSV

DIMENSIONAL ETF TRUST

811.08%

Shares65.3K

Event2026-03-31

Filed2026-04-07

WASTE MGMT INC DEL

3.81%

Shares9.9K

Event2026-03-31

Filed2026-04-07

PWR

QUANTA SVCS INC

3.66%

Shares4.1K

Event2026-03-31

Filed2026-04-07

ACCENTURE PLC IRELAND

-6.77%

Shares11.4K

Event2026-03-31

Filed2026-04-07

CANADIAN IMPERIAL BANK OF CO

1.32%

Shares23.7K

Event2026-03-31

Filed2026-04-07

NOW

SERVICENOW INC

1.42%

Shares21.4K

Event2026-03-31

Filed2026-04-07

WDC

WESTERN DIGITAL CORP

50.57%

Shares8.3K

Event2026-03-31

Filed2026-04-07

USMV

ISHARES TR

0.90%

Shares23.9K

Event2026-03-31

Filed2026-04-07

NEM

NEWMONT CORP

5.22%

Shares20.2K

Event2026-03-31

Filed2026-04-07

VRT

VERTIV HOLDINGS CO

20.79%

Shares8.7K

Event2026-03-31

Filed2026-04-07

MFG

MIZUHO FINANCIAL GROUP INC

4.84%

Shares272.1K

Event2026-03-31

Filed2026-04-07

JBL

JABIL INC

17.76%

Shares8.0K

Event2026-03-31

Filed2026-04-07

ORLY

OREILLY AUTOMOTIVE INC

2.10%

Shares23.1K

Event2026-03-31

Filed2026-04-07

BSMR

INVESCO EXCH TRD SLF IDX FD

2.88%

Shares90.1K

Event2026-03-31

Filed2026-04-07

FTS

FORTIS INC

0.74%

Shares37.8K

Event2026-03-31

Filed2026-04-07

GENERAL DYNAMICS CORP

5.58%

Shares6.1K

Event2026-03-31

Filed2026-04-07

QCOM

QUALCOMM INC

-11.45%

Shares16.3K

Event2026-03-31

Filed2026-04-07

BJUL

INNOVATOR ETFS TRUST

0.00%

Shares42.0K

Event2026-03-31

Filed2026-04-07

ITOT

ISHARES TR

-1.56%

Shares14.7K

Event2026-03-31

Filed2026-04-07

SPOT

SPOTIFY TECHNOLOGY S A

0.73%

Shares4.3K

Event2026-03-31

Filed2026-04-07

UMC

UNITED MICROELECTRONICS CORP

0.33%

Shares230.9K

Event2026-03-31

Filed2026-04-07

RIO

RIO TINTO PLC

3.72%

Shares22.2K

Event2026-03-31

Filed2026-04-07

BSX

BOSTON SCIENTIFIC CORP

4.16%

Shares32.7K

Event2026-03-31

Filed2026-04-07

MMC

MARSH & MCLENNAN COS INC

2.11%

Shares11.8K

Event2026-03-31

Filed2026-04-07

TFC

TRUIST FINL CORP

9.37%

Shares44.3K

Event2026-03-31

Filed2026-04-07

BSMS

INVESCO EXCH TRD SLF IDX FD

13.83%

Shares86.9K

Event2026-03-31

Filed2026-04-07

TRV

TRAVELERS COMPANIES INC

3.33%

Shares6.9K

Event2026-03-31

Filed2026-04-07

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares28.1K

Event2026-03-31

Filed2026-04-07

ITW

ILLINOIS TOOL WKS INC

4.11%

Shares7.6K

Event2026-03-31

Filed2026-04-07

BANK NEW YORK MELLON CORP

14.19%

Shares16.6K

Event2026-03-31

Filed2026-04-07

NVO

NOVO-NORDISK A S

-12.34%

Shares53.7K

Event2026-03-31

Filed2026-04-07

NATIONAL GRID PLC

3.91%

Shares23.3K

Event2026-03-31

Filed2026-04-07

CMI

CUMMINS INC

9.08%

Shares3.7K

Event2026-03-31

Filed2026-04-07

MFC

MANULIFE FINL CORP

1.85%

Shares57.0K

Event2026-03-31

Filed2026-04-07

PLD

PROLOGIS INC.

13.17%

Shares14.8K

Event2026-03-31

Filed2026-04-07

CRH PLC

1.20%

Shares18.6K

Event2026-03-31

Filed2026-04-07

SCHG

SCHWAB STRATEGIC TR

-6.76%

Shares67.0K

Event2026-03-31

Filed2026-04-07

CME

CME GROUP INC

0.43%

Shares6.6K

Event2026-03-31

Filed2026-04-07

REALTY INCOME CORP

1.34%

Shares31.4K

Event2026-03-31

Filed2026-04-07

MCO

MOODYS CORP

-8.92%

Shares4.4K

Event2026-03-31

Filed2026-04-07

FCX

FREEPORT-MCMORAN INC

3.10%

Shares32.4K

Event2026-03-31

Filed2026-04-07

CEG

CONSTELLATION ENERGY CORP

0.18%

Shares6.8K

Event2026-03-31

Filed2026-04-07

ASX

ASE TECHNOLOGY HLDG CO LTD

0.40%

Shares87.6K

Event2026-03-31

Filed2026-04-07

JCI

JOHNSON CTLS INTL PLC

5.33%

Shares14.4K

Event2026-03-31

Filed2026-04-07

SFLR

INNOVATOR ETFS TRUST

-2.69%

Shares52.8K

Event2026-03-31

Filed2026-04-07

EMR

EMERSON ELEC CO

12.81%

Shares14.2K

Event2026-03-31

Filed2026-04-07

MAR

MARRIOTT INTL INC NEW

-15.42%

Shares5.7K

Event2026-03-31

Filed2026-04-07

ISHARES GOLD TR

-12.19%

Shares21.2K

Event2026-03-31

Filed2026-04-07

RSG

REPUBLIC SVCS INC

2.90%

Shares8.5K

Event2026-03-31

Filed2026-04-07

BALT

INNOVATOR ETFS TRUST

41.31%

Shares55.6K

Event2026-03-31

Filed2026-04-07

INVESCO EXCHANGE TRADED FD T

13.55%

Shares9.6K

Event2026-03-31

Filed2026-04-07

CENCORA INC

10.04%

Shares5.8K

Event2026-03-31

Filed2026-04-07

DHR

DANAHER CORPORATION

-11.21%

Shares9.6K

Event2026-03-31

Filed2026-04-07

WPM

WHEATON PRECIOUS METALS CORP

3.89%

Shares13.9K

Event2026-03-31

Filed2026-04-07

IVW

ISHARES TR

3.94%

Shares16.0K

Event2026-03-31

Filed2026-04-07

STLD

STEEL DYNAMICS INC

1.92%

Shares10.0K

Event2026-03-31

Filed2026-04-07

FDX

FEDEX CORP

12.12%

Shares5.1K

Event2026-03-31

Filed2026-04-07

ARCELORMITTAL SA LUXEMBOURG

1.55%

Shares34.6K

Event2026-03-31

Filed2026-04-07

BSMT

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares77.9K

Event2026-03-31

Filed2026-04-07

SEAGATE TECHNOLOGY HLDNGS PL

5.85%

Shares4.6K

Event2026-03-31

Filed2026-04-07

PNC

PNC FINL SVCS GROUP INC

5.19%

Shares8.6K

Event2026-03-31

Filed2026-04-07

KROGER CO

7.36%

Shares24.6K

Event2026-03-31

Filed2026-04-07

SHG

SHINHAN FINANCIAL GROUP CO L

3.72%

Shares29.1K

Event2026-03-31

Filed2026-04-07

SLV

ISHARES SILVER TR

-5.44%

Shares25.9K

Event2026-03-31

Filed2026-04-07

CVE

CENOVUS ENERGY INC

-2.57%

Shares66.5K

Event2026-03-31

Filed2026-04-07

RDY

DR REDDYS LABS LTD

-1.89%

Shares126.9K

Event2026-03-31

Filed2026-04-07

SLF

SUN LIFE FINANCIAL INC.

0.80%

Shares28.0K

Event2026-03-31

Filed2026-04-07

APP

APPLOVIN CORP

-2.38%

Shares4.4K

Event2026-03-31

Filed2026-04-07

HWM

HOWMET AEROSPACE INC

14.94%

Shares7.4K

Event2026-03-31

Filed2026-04-07

TE CONNECTIVITY PLC

-4.23%

Shares8.1K

Event2026-03-31

Filed2026-04-07

COLGATE PALMOLIVE CO

24.75%

Shares19.9K

Event2026-03-31

Filed2026-04-07

BCS

BARCLAYS PLC

-4.69%

Shares80.1K

Event2026-03-31

Filed2026-04-07

AEP

AMERICAN ELEC PWR CO INC

22.92%

Shares12.9K

Event2026-03-31

Filed2026-04-07

RCL

ROYAL CARIBBEAN GROUP

2.93%

Shares6.1K

Event2026-03-31

Filed2026-04-07

IJUL

INNOVATOR ETFS TRUST

0.00%

Shares50.1K

Event2026-03-31

Filed2026-04-07

VYM

VANGUARD WHITEHALL FDS

35.30%

Shares11.4K

Event2026-03-31

Filed2026-04-07

OXY

OCCIDENTAL PETE CORP

0.55%

Shares25.9K

Event2026-03-31

Filed2026-04-07

BSMQ

INVESCO EXCH TRD SLF IDX FD

5.76%

Shares70.9K

Event2026-03-31

Filed2026-04-07

AZO

AUTOZONE INC

13.30%

Shares494

Event2026-03-31

Filed2026-04-07

ROST

ROSS STORES INC

6.77%

Shares7.7K

Event2026-03-31

Filed2026-04-07

CONSOLIDATED EDISON INC

0.87%

Shares14.6K

Event2026-03-31

Filed2026-04-07

ADBE

ADOBE INC

-16.37%

Shares6.8K

Event2026-03-31

Filed2026-04-07

SHW

SHERWIN WILLIAMS CO

-5.05%

Shares5.1K

Event2026-03-31

Filed2026-04-07

SNPS

SYNOPSYS INC

9.85%

Shares4.1K

Event2026-03-31

Filed2026-04-07

IBTK

ISHARES TR

4.58%

Shares82.9K

Event2026-03-31

Filed2026-04-07

BNS

BANK NOVA SCOTIA HALIFAX

1.90%

Shares23.5K

Event2026-03-31

Filed2026-04-07

PSX

PHILLIPS 66

0.47%

Shares8.9K

Event2026-03-31

Filed2026-04-07

ENI S P A

0.77%

Shares28.7K

Event2026-03-31

Filed2026-04-07

ICE

INTERCONTINENTAL EXCHANGE IN

8.42%

Shares10.3K

Event2026-03-31

Filed2026-04-07

BLACKROCK INC

-10.29%

Shares1.6K

Event2026-03-31

Filed2026-04-07

BARRICK MNG CORP

-6.25%

Shares38.5K

Event2026-03-31

Filed2026-04-07

ESLT

ELBIT SYS LTD

0.44%

Shares1.8K

Event2026-03-31

Filed2026-04-07

LYG

LLOYDS BANKING GROUP PLC

-0.37%

Shares308.5K

Event2026-03-31

Filed2026-04-07

REGN

REGENERON PHARMACEUTICALS

10.34%

Shares2.0K

Event2026-03-31

Filed2026-04-07

PKX

POSCO HOLDINGS INC

28.55%

Shares26.4K

Event2026-03-31

Filed2026-04-07

URI

UNITED RENTALS INC

29.36%

Shares2.1K

Event2026-03-31

Filed2026-04-07

BMO

BANK MONTREAL QUE

5.96%

Shares11.4K

Event2026-03-31

Filed2026-04-07

DHI

D R HORTON INC

2.66%

Shares11.1K

Event2026-03-31

Filed2026-04-07

CLX

CLOROX CO DEL

41.82%

Shares14.7K

Event2026-03-31

Filed2026-04-07

NET

CLOUDFLARE INC

-26.35%

Shares7.3K

Event2026-03-31

Filed2026-04-07

SCCO

SOUTHERN COPPER CORP

0.51%

Shares8.8K

Event2026-03-31

Filed2026-04-07

TRGP

TARGA RES CORP

-20.85%

Shares6.0K

Event2026-03-31

Filed2026-04-07

EQIX

EQUINIX INC

14.90%

Shares1.5K

Event2026-03-31

Filed2026-04-07

FTNT

FORTINET INC

19.70%

Shares18.4K

Event2026-03-31

Filed2026-04-07

TRP

TC ENERGY CORP

5.65%

Shares24.0K

Event2026-03-31

Filed2026-04-07

BP PLC

-0.64%

Shares31.8K

Event2026-03-31

Filed2026-04-07

SNDK

SANDISK CORP

152.50%

Shares2.3K

Event2026-03-31

Filed2026-04-07

HAVERTY FURNITURE COS INC

0.00%

Shares67.1K

Event2026-03-31

Filed2026-04-07

NUE

NUCOR CORP

-0.81%

Shares8.7K

Event2026-03-31

Filed2026-04-07

CHT

CHUNGHWA TELECOM CO LTD

-4.58%

Shares34.7K

Event2026-03-31

Filed2026-04-07

INNOVATOR ETFS TRUST

-1.71%

Shares29.1K

Event2026-03-31

Filed2026-04-07

CVS

CVS HEALTH CORP

7.25%

Shares19.9K

Event2026-03-31

Filed2026-04-07

BUD

ANHEUSER BUSCH INBEV SA/NV

5.46%

Shares20.5K

Event2026-03-31

Filed2026-04-07

MEDTRONIC PLC

-0.35%

Shares16.4K

Event2026-03-31

Filed2026-04-07

RELX

RELX PLC

4.29%

Shares42.5K

Event2026-03-31

Filed2026-04-07

WDS

WOODSIDE ENERGY GROUP LTD

-1.24%

Shares58.9K

Event2026-03-31

Filed2026-04-07

DIA

SPDR DOW JONES INDL AVERAGE

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-07

BAPR

INNOVATOR ETFS TRUST

0.00%

Shares28.3K

Event2026-03-31

Filed2026-04-07

LITE

LUMENTUM HLDGS INC

21.55%

Shares1.9K

Event2026-03-31

Filed2026-04-07

KGC

KINROSS GOLD CORP

0.81%

Shares44.2K

Event2026-03-31

Filed2026-04-07

VGT

VANGUARD WORLD FD

-11.90%

Shares1.9K

Event2026-03-31

Filed2026-04-07

IHG

INTERCONTINENTAL HOTELS GROU

0.12%

Shares10.0K

Event2026-03-31

Filed2026-04-07

SOUTHSTATE BK CORP

15.29%

Shares14.4K

Event2026-03-31

Filed2026-04-07

UNM

UNUM GROUP

1.36%

Shares18.3K

Event2026-03-31

Filed2026-04-07

MSI

MOTOROLA SOLUTIONS INC

19.74%

Shares3.1K

Event2026-03-31

Filed2026-04-07

ARGX

ARGENX SE

-2.16%

Shares1.8K

Event2026-03-31

Filed2026-04-07

LNG

CHENIERE ENERGY INC

2.76%

Shares4.7K

Event2026-03-31

Filed2026-04-07

TAK

TAKEDA PHARMACEUTICAL CO LTD

6.59%

Shares70.0K

Event2026-03-31

Filed2026-04-07

MARVELL TECHNOLOGY INC

13.26%

Shares13.1K

Event2026-03-31

Filed2026-04-07

IBDS

ISHARES TR

464.13%

Shares53.5K

Event2026-03-31

Filed2026-04-07

DOMINION ENERGY INC

2.26%

Shares20.9K

Event2026-03-31

Filed2026-04-07

USB

US BANCORP DEL

8.14%

Shares24.4K

Event2026-03-31

Filed2026-04-07

GENERAL MTRS CO

-1.38%

Shares17.0K

Event2026-03-31

Filed2026-04-07

BFRZ

INNOVATOR ETFS TRUST

1.93%

Shares47.9K

Event2026-03-31

Filed2026-04-07

FNDX

SCHWAB STRATEGIC TR

-0.19%

Shares45.3K

Event2026-03-31

Filed2026-04-07

ADM

ARCHER DANIELS MIDLAND CO

3.02%

Shares17.3K

Event2026-03-31

Filed2026-04-07

GRMN

GARMIN LTD

7.25%

Shares5.4K

Event2026-03-31

Filed2026-04-07

MMM

3M CO

0.86%

Shares8.6K

Event2026-03-31

Filed2026-04-07

SNY

SANOFI SA

-24.55%

Shares25.8K

Event2026-03-31

Filed2026-04-07

IBN

ICICI BANK LIMITED

-0.06%

Shares47.8K

Event2026-03-31

Filed2026-04-07

CANADIAN PACIFIC KANSAS CITY

0.68%

Shares15.7K

Event2026-03-31

Filed2026-04-07

RJF

RAYMOND JAMES FINL INC

-0.25%

Shares8.5K

Event2026-03-31

Filed2026-04-07

CELESTICA INC

-0.82%

Shares4.4K

Event2026-03-31

Filed2026-04-07

BMAY

INNOVATOR ETFS TRUST

0.00%

Shares27.3K

Event2026-03-31

Filed2026-04-07

DEUTSCHE BANK A G

6.19%

Shares40.9K

Event2026-03-31

Filed2026-04-07

SPG

SIMON PPTY GROUP INC NEW

6.45%

Shares6.5K

Event2026-03-31

Filed2026-04-07

AMT

AMERICAN TOWER CORP NEW

-7.70%

Shares7.0K

Event2026-03-31

Filed2026-04-07

SKM

SK TELECOM CO LTD

90.56%

Shares41.4K

Event2026-03-31

Filed2026-04-07

PAYX

PAYCHEX INC

69.62%

Shares13.1K

Event2026-03-31

Filed2026-04-07

POCT

INNOVATOR ETFS TRUST

0.00%

Shares27.9K

Event2026-03-31

Filed2026-04-07

IDEC

INNOVATOR ETFS TRUST

0.00%

Shares36.9K

Event2026-03-31

Filed2026-04-07

THE CIGNA GROUP

5.53%

Shares4.5K

Event2026-03-31

Filed2026-04-07

YUM

YUM BRANDS INC

9.08%

Shares7.6K

Event2026-03-31

Filed2026-04-07

INGERSOLL RAND INC

4.50%

Shares14.6K

Event2026-03-31

Filed2026-04-07

CCJ

CAMECO CORP

13.35%

Shares10.7K

Event2026-03-31

Filed2026-04-07

ECL

ECOLAB INC

-12.19%

Shares4.3K

Event2026-03-31

Filed2026-04-07

ETR

ENTERGY CORP NEW

20.93%

Shares10.2K

Event2026-03-31

Filed2026-04-07

VEU

VANGUARD INTL EQUITY INDEX F

1.23%

Shares15.2K

Event2026-03-31

Filed2026-04-07

CTAS

CINTAS CORP

11.89%

Shares6.7K

Event2026-03-31

Filed2026-04-07

LQDA

LIQUIDIA CORPORATION

47.96%

Shares30.0K

Event2026-03-31

Filed2026-04-07

VODAFONE GROUP PLC NEW

-0.38%

Shares74.9K

Event2026-03-31

Filed2026-04-07

MDLZ

MONDELEZ INTL INC

20.52%

Shares19.4K

Event2026-03-31

Filed2026-04-07

XLK

SELECT SECTOR SPDR TR

2.83%

Shares8.4K

Event2026-03-31

Filed2026-04-07

DFUV

DIMENSIONAL ETF TRUST

0.02%

Shares23.0K

Event2026-03-31

Filed2026-04-07

SRE

SEMPRA

36.05%

Shares11.4K

Event2026-03-31

Filed2026-04-07

DIHP

DIMENSIONAL ETF TRUST

114.20%

Shares34.5K

Event2026-03-31

Filed2026-04-07

FITB

FIFTH THIRD BANCORP

68.75%

Shares23.9K

Event2026-03-31

Filed2026-04-07

CMCSA

COMCAST CORP NEW

48.46%

Shares38.6K

Event2026-03-31

Filed2026-04-07

AME

AMETEK INC

4.14%

Shares5.2K

Event2026-03-31

Filed2026-04-07

FAST

FASTENAL CO

4.02%

Shares23.8K

Event2026-03-31

Filed2026-04-07

AON PLC

1.18%

Shares3.4K

Event2026-03-31

Filed2026-04-07

BSMU

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares50.3K

Event2026-03-31

Filed2026-04-07

FIX

COMFORT SYS USA INC

34.58%

Shares794

Event2026-03-31

Filed2026-04-07

PRU

PRUDENTIAL FINL INC

46.18%

Shares11.1K

Event2026-03-31

Filed2026-04-07

ADP

AUTOMATIC DATA PROCESSING IN

-24.79%

Shares5.3K

Event2026-03-31

Filed2026-04-07

MPWR

MONOLITHIC PWR SYS INC

6.51%

Shares982

Event2026-03-31

Filed2026-04-07

TENARIS S A

-0.85%

Shares18.4K

Event2026-03-31

Filed2026-04-07

IWM

ISHARES TR

9.58%

Shares4.3K

Event2026-03-31

Filed2026-04-07

AMP

AMERIPRISE FINL INC

-2.68%

Shares2.4K

Event2026-03-31

Filed2026-04-07

STT

STATE STR CORP

19.98%

Shares8.4K

Event2026-03-31

Filed2026-04-07

EQT CORP

-7.55%

Shares16.7K

Event2026-03-31

Filed2026-04-07

ADSK

AUTODESK INC

2.12%

Shares4.4K

Event2026-03-31

Filed2026-04-07

OVV

OVINTIV INC

2.52%

Shares17.7K

Event2026-03-31

Filed2026-04-07

ALL

ALLSTATE CORP

11.74%

Shares5.1K

Event2026-03-31

Filed2026-04-07

NTR

NUTRIEN LTD

0.53%

Shares13.7K

Event2026-03-31

Filed2026-04-07

AJG

GALLAGHER ARTHUR J & CO

13.14%

Shares4.7K

Event2026-03-31

Filed2026-04-07

IMO

IMPERIAL OIL LTD

1.90%

Shares7.8K

Event2026-03-31

Filed2026-04-07

TECK

TECK RESOURCES LTD

0.95%

Shares19.6K

Event2026-03-31

Filed2026-04-07

FANG

DIAMONDBACK ENERGY INC

5.82%

Shares5.1K

Event2026-03-31

Filed2026-04-07

VBR

VANGUARD INDEX FDS

27.12%

Shares4.6K

Event2026-03-31

Filed2026-04-07

KEYS

KEYSIGHT TECHNOLOGIES INC

17.34%

Shares3.6K

Event2026-03-31

Filed2026-04-07

WBD

WARNER BROS DISCOVERY INC

1.90%

Shares36.7K

Event2026-03-31

Filed2026-04-07

HIG

HARTFORD INSURANCE GROUP INC

13.17%

Shares7.4K

Event2026-03-31

Filed2026-04-07

IBIT

ISHARES BITCOIN TRUST ETF

14.63%

Shares26.1K

Event2026-03-31

Filed2026-04-07

APOLLO GLOBAL MGMT INC

-13.86%

Shares8.9K

Event2026-03-31

Filed2026-04-07

RACE

FERRARI N V

6.51%

Shares2.9K

Event2026-03-31

Filed2026-04-07

GWRE

GUIDEWIRE SOFTWARE INC

24.08%

Shares6.6K

Event2026-03-31

Filed2026-04-07

IBDT

ISHARES TR

331.94%

Shares39.1K

Event2026-03-31

Filed2026-04-07

EEM

ISHARES TR

1.98%

Shares17.4K

Event2026-03-31

Filed2026-04-07

HLN

HALEON PLC

-6.24%

Shares98.6K

Event2026-03-31

Filed2026-04-07

EFA

ISHARES TR

1.95%

Shares10.1K

Event2026-03-31

Filed2026-04-07

DELL

DELL TECHNOLOGIES INC

-7.67%

Shares5.9K

Event2026-03-31

Filed2026-04-07

SCHV

SCHWAB STRATEGIC TR

-1.00%

Shares31.8K

Event2026-03-31

Filed2026-04-07

RMD

RESMED INC

2.18%

Shares4.3K

Event2026-03-31

Filed2026-04-07

NMR

NOMURA HLDGS INC

5.77%

Shares122.3K

Event2026-03-31

Filed2026-04-07

PHM

PULTE GROUP INC

2.74%

Shares8.2K

Event2026-03-31

Filed2026-04-07

FERGUSON ENTERPRISES INC

3.52%

Shares4.1K

Event2026-03-31

Filed2026-04-07

CTVA

CORTEVA INC

5.26%

Shares11.5K

Event2026-03-31

Filed2026-04-07

VLO

VALERO ENERGY CORP

5.98%

Shares3.9K

Event2026-03-31

Filed2026-04-07

NATWEST GROUP PLC

-7.29%

Shares64.0K

Event2026-03-31

Filed2026-04-07

GBDC

GOLUB CAP BDC INC

10.61%

Shares75.2K

Event2026-03-31

Filed2026-04-07

ADC

AGREE RLTY CORP

2.97%

Shares12.5K

Event2026-03-31

Filed2026-04-07

OKE

ONEOK INC NEW

14.39%

Shares10.4K

Event2026-03-31

Filed2026-04-07

CARR

CARRIER GLOBAL CORPORATION

1.18%

Shares16.7K

Event2026-03-31

Filed2026-04-07

SPYG

SPDR SERIES TRUST

0.06%

Shares9.6K

Event2026-03-31

Filed2026-04-07

APD

AIR PRODS & CHEMS INC

8.79%

Shares3.2K

Event2026-03-31

Filed2026-04-07

MLM

MARTIN MARIETTA MATLS INC

10.44%

Shares1.6K

Event2026-03-31

Filed2026-04-07

DLR

DIGITAL RLTY TR INC

11.73%

Shares5.2K

Event2026-03-31

Filed2026-04-07

EJAN

INNOVATOR ETFS TRUST

-24.05%

Shares27.5K

Event2026-03-31

Filed2026-04-07

ODFL

OLD DOMINION FREIGHT LINE IN

14.44%

Shares4.8K

Event2026-03-31

Filed2026-04-07

EQNR

EQUINOR ASA

-3.20%

Shares22.1K

Event2026-03-31

Filed2026-04-07

VGK

VANGUARD INTL EQUITY INDEX F

0.23%

Shares11.3K

Event2026-03-31

Filed2026-04-07

AWK

AMERICAN WTR WKS CO INC NEW

17.42%

Shares6.8K

Event2026-03-31

Filed2026-04-07

PCAR

PACCAR INC

4.03%

Shares7.9K

Event2026-03-31

Filed2026-04-07

EXC

EXELON CORP

4.43%

Shares18.7K

Event2026-03-31

Filed2026-04-07

FNV

FRANCO NEV CORP

3.76%

Shares3.7K

Event2026-03-31

Filed2026-04-07

VANGUARD INDEX FDS

15.70%

Shares3.2K

Event2026-03-31

Filed2026-04-07

IDXX

IDEXX LABS INC

-1.82%

Shares1.6K

Event2026-03-31

Filed2026-04-07

XLE

SELECT SECTOR SPDR TR

8.18%

Shares14.7K

Event2026-03-31

Filed2026-04-07

SDY

SPDR SERIES TRUST

0.12%

Shares6.0K

Event2026-03-31

Filed2026-04-07

DASH

DOORDASH INC

-6.36%

Shares5.9K

Event2026-03-31

Filed2026-04-07

PDD

PDD HOLDINGS INC

7.51%

Shares8.5K

Event2026-03-31

Filed2026-04-07

AEGON LTD

-0.90%

Shares119.1K

Event2026-03-31

Filed2026-04-07

BROOKFIELD CORP

7.11%

Shares21.3K

Event2026-03-31

Filed2026-04-07

NDAQ

NASDAQ INC

16.61%

Shares10.1K

Event2026-03-31

Filed2026-04-07

DOV

DOVER CORP

4.63%

Shares4.1K

Event2026-03-31

Filed2026-04-07

PUK

PRUDENTIAL PLC

4.02%

Shares29.9K

Event2026-03-31

Filed2026-04-07

SHV

ISHARES TR

New

Shares7.7K

Event2026-03-31

Filed2026-04-07

IWP

ISHARES TR

0.12%

Shares6.6K

Event2026-03-31

Filed2026-04-07

SLB

SLB LIMITED

5.27%

Shares16.5K

Event2026-03-31

Filed2026-04-07

BIIB

BIOGEN INC

5.45%

Shares4.6K

Event2026-03-31

Filed2026-04-07

ALC

ALCON AG

0.57%

Shares11.2K

Event2026-03-31

Filed2026-04-07

TGT

TARGET CORP

21.59%

Shares6.9K

Event2026-03-31

Filed2026-04-07

AER

AERCAP HOLDINGS NV

-0.88%

Shares6.1K

Event2026-03-31

Filed2026-04-07

NOK

NOKIA CORP

12.14%

Shares103.8K

Event2026-03-31

Filed2026-04-07

HBAN

HUNTINGTON BANCSHARES INC

33.02%

Shares53.1K

Event2026-03-31

Filed2026-04-07

MET

METLIFE INC

4.83%

Shares11.7K

Event2026-03-31

Filed2026-04-07

IJH

ISHARES TR

13.92%

Shares12.2K

Event2026-03-31

Filed2026-04-07

EOG

EOG RES INC

17.85%

Shares5.7K

Event2026-03-31

Filed2026-04-07

GRAYSCALE BITCOIN MINI TR ET

29.42%

Shares27.4K

Event2026-03-31

Filed2026-04-07

INFY

INFOSYS LTD

-36.28%

Shares60.8K

Event2026-03-31

Filed2026-04-07

AIZ

ASSURANT INC

-3.96%

Shares3.8K

Event2026-03-31

Filed2026-04-07

EVERSOURCE ENERGY

1.06%

Shares11.7K

Event2026-03-31

Filed2026-04-07

WIT

WIPRO LTD

-30.82%

Shares381.6K

Event2026-03-31

Filed2026-04-07

CBRE

CBRE GROUP INC

5.68%

Shares5.9K

Event2026-03-31

Filed2026-04-07

EDWARDS LIFESCIENCES CORP

29.54%

Shares10.0K

Event2026-03-31

Filed2026-04-07

GWW

WW GRAINGER INC

-39.75%

Shares726

Event2026-03-31

Filed2026-04-07

DVN

DEVON ENERGY CORP NEW

3.41%

Shares15.7K

Event2026-03-31

Filed2026-04-07

KKR & CO INC

-8.80%

Shares8.5K

Event2026-03-31

Filed2026-04-07

DFEM

DIMENSIONAL ETF TRUST

585.30%

Shares22.7K

Event2026-03-31

Filed2026-04-07

SSRM

SSR MINING IN

-2.74%

Shares26.7K

Event2026-03-31

Filed2026-04-07

TDG

TRANSDIGM GROUP INC

-9.66%

Shares673

Event2026-03-31

Filed2026-04-07

KMI

KINDER MORGAN INC DEL

4.52%

Shares23.2K

Event2026-03-31

Filed2026-04-07

IVE

ISHARES TR

21.28%

Shares3.7K

Event2026-03-31

Filed2026-04-07

VTR

VENTAS INC

2.12%

Shares9.5K

Event2026-03-31

Filed2026-04-07

TSCO

TRACTOR SUPPLY CO

34.54%

Shares17.2K

Event2026-03-31

Filed2026-04-07

CAH

CARDINAL HEALTH INC

10.06%

Shares3.7K

Event2026-03-31

Filed2026-04-07

IBTL

ISHARES TR

9.14%

Shares37.8K

Event2026-03-31

Filed2026-04-07

PMAR

INNOVATOR ETFS TRUST

0.00%

Shares17.3K

Event2026-03-31

Filed2026-04-07

AEE

AMEREN CORP

19.52%

Shares7.0K

Event2026-03-31

Filed2026-04-07

CAC

CAMDEN NATL CORP

-21.29%

Shares16.2K

Event2026-03-31

Filed2026-04-07

CHIPMOS TECHNOLOGIES INC

-1.60%

Shares20.9K

Event2026-03-31

Filed2026-04-07

PBA

PEMBINA PIPELINE CORP

-5.64%

Shares16.7K

Event2026-03-31

Filed2026-04-07

ELECTRONIC ARTS INC

-22.90%

Shares3.6K

Event2026-03-31

Filed2026-04-07

CNI

CANADIAN NATL RY CO

-1.59%

Shares7.1K

Event2026-03-31

Filed2026-04-07

ROK

ROCKWELL AUTOMATION INC

0.10%

Shares2.0K

Event2026-03-31

Filed2026-04-07

HPE

HEWLETT PACKARD ENTERPRISE C

11.57%

Shares30.7K

Event2026-03-31

Filed2026-04-07

IWB

ISHARES TR

-10.51%

Shares2.1K

Event2026-03-31

Filed2026-04-07

NRG

NRG ENERGY INC

53.94%

Shares4.9K

Event2026-03-31

Filed2026-04-07

HAL

HALLIBURTON CO

5.02%

Shares18.5K

Event2026-03-31

Filed2026-04-07

SPHQ

INVESCO EXCHANGE TRADED FD T

-36.83%

Shares9.5K

Event2026-03-31

Filed2026-04-07

PHG

KONINKLIJKE PHILIPS N V

1.68%

Shares26.0K

Event2026-03-31

Filed2026-04-07

EBAY

EBAY INC.

12.78%

Shares7.8K

Event2026-03-31

Filed2026-04-07

HBM

HUDBAY MINERALS INC

-1.13%

Shares34.0K

Event2026-03-31

Filed2026-04-07

RCI

ROGERS COMMUNICATIONS INC

-1.51%

Shares18.5K

Event2026-03-31

Filed2026-04-07

HMC

HONDA MOTOR LTD

-17.96%

Shares29.2K

Event2026-03-31

Filed2026-04-07

NKE

NIKE INC

-39.32%

Shares13.3K

Event2026-03-31

Filed2026-04-07

DVY

ISHARES TR

19.92%

Shares4.6K

Event2026-03-31

Filed2026-04-07

PAAS

PAN AMERN SILVER CORP

0.50%

Shares12.8K

Event2026-03-31

Filed2026-04-07

ABNB

AIRBNB INC

31.15%

Shares5.5K

Event2026-03-31

Filed2026-04-07

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

3.41%

Shares3.5K

Event2026-03-31

Filed2026-04-07

EVRG

EVERGY INC

10.74%

Shares8.5K

Event2026-03-31

Filed2026-04-07

SCHD

SCHWAB STRATEGIC TR

47.11%

Shares22.6K

Event2026-03-31

Filed2026-04-07

CCEP

COCA-COLA EUROPACIFIC PARTNE

5.38%

Shares7.6K

Event2026-03-31

Filed2026-04-07

QUAL

ISHARES TR

2.62%

Shares3.6K

Event2026-03-31

Filed2026-04-07

FLEX

FLEX LTD

3.65%

Shares10.4K

Event2026-03-31

Filed2026-04-07

ALNY

ALNYLAM PHARMACEUTICALS INC

3.33%

Shares2.0K

Event2026-03-31

Filed2026-04-07

WEC ENERGY GROUP INC

-2.41%

Shares5.8K

Event2026-03-31

Filed2026-04-07

DISV

DIMENSIONAL ETF TRUST

785.10%

Shares17.0K

Event2026-03-31

Filed2026-04-07

Call Option Holdings

SATS Call CallECHOSTAR CORP7.0K sharesnew addition2026-03-312026-04-07

PROSHARES TR Call CallPROSHARES TR9.9K shares-50.35%2026-03-312026-04-07

JAMES HARDIE INDS PLC Call CallJAMES HARDIE INDS PLC20.0K shares0.00%2026-03-312026-04-07

PLTR Call CallPALANTIR TECHNOLOGIES INC1.0K shares0.00%2026-03-312026-04-07

UUUU Call CallENERGY FUELS INC4.0K sharesnew addition2026-03-312026-04-07

MRNA Call CallMODERNA INC1.0K sharesnew addition2026-03-312026-04-07

SHOP Call CallSHOPIFY INC400 shares300.00%2026-03-312026-04-07

TSLA Call CallTESLA INC100 shares0.00%2026-03-312026-04-07

SILJ Call CallAMPLIFY ETF TR2.5K shares-66.67%2026-03-312026-04-07

PL Call CallPLANET LABS PBC2.1K sharesnew addition2026-03-312026-04-07

ANGLOGOLD ASHANTI PLC Call CallANGLOGOLD ASHANTI PLC400 sharesnew addition2026-03-312026-04-07

RVMD Call CallREVOLUTION MEDICINES INC100 sharesnew addition2026-03-312026-04-07

HL Call CallHECLA MNG CO3.0K sharesnew addition2026-03-312026-04-07

GDX Call CallVANECK ETF TRUST200 sharesnew addition2026-03-312026-04-07

SYM Call CallSYMBOTIC INC200 sharesnew addition2026-03-312026-04-07

NN Call CallNEXTNAV INC300 sharesnew addition2026-03-312026-04-07

INTC Call CallINTEL CORP100 sharesnew addition2026-03-312026-04-07

RBRK Call CallRUBRIK INC.100 shares0.00%2026-03-312026-04-07

U Call CallUNITY SOFTWARE INC100 sharesnew addition2026-03-312026-04-07

TOST Call CallTOAST INC200 sharesnew addition2026-03-312026-04-07

LEU Call CallCENTRUS ENERGY CORP700 sharesnew addition2026-03-312026-04-07

SATS Call

ECHOSTAR CORP

New

Shares7.0K

Event2026-03-31

Filed2026-04-07

PROSHARES TR Call

PROSHARES TR

-50.35%

Shares9.9K

Event2026-03-31

Filed2026-04-07

JAMES HARDIE INDS PLC Call

JAMES HARDIE INDS PLC

0.00%

Shares20.0K

Event2026-03-31

Filed2026-04-07

PLTR Call

PALANTIR TECHNOLOGIES INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-07

UUUU Call

ENERGY FUELS INC

New

Shares4.0K

Event2026-03-31

Filed2026-04-07

MRNA Call

MODERNA INC

New

Shares1.0K

Event2026-03-31

Filed2026-04-07

SHOP Call

SHOPIFY INC

300.00%

Shares400

Event2026-03-31

Filed2026-04-07

TSLA Call

TESLA INC

0.00%

Shares100

Event2026-03-31

Filed2026-04-07

SILJ Call

AMPLIFY ETF TR

-66.67%

Shares2.5K

Event2026-03-31

Filed2026-04-07

PL Call

PLANET LABS PBC

New

Shares2.1K

Event2026-03-31

Filed2026-04-07

ANGLOGOLD ASHANTI PLC Call

ANGLOGOLD ASHANTI PLC

New

Shares400

Event2026-03-31

Filed2026-04-07

RVMD Call

REVOLUTION MEDICINES INC

New

Shares100

Event2026-03-31

Filed2026-04-07

HL Call

HECLA MNG CO

New

Shares3.0K

Event2026-03-31

Filed2026-04-07

GDX Call

VANECK ETF TRUST

New

Shares200

Event2026-03-31

Filed2026-04-07

SYM Call

SYMBOTIC INC

New

Shares200

Event2026-03-31

Filed2026-04-07

NN Call

NEXTNAV INC

New

Shares300

Event2026-03-31

Filed2026-04-07

INTC Call

INTEL CORP

New

Shares100

Event2026-03-31

Filed2026-04-07

RBRK Call

RUBRIK INC.

0.00%

Shares100

Event2026-03-31

Filed2026-04-07

U Call

UNITY SOFTWARE INC

New

Shares100

Event2026-03-31

Filed2026-04-07

TOST Call

TOAST INC

New

Shares200

Event2026-03-31

Filed2026-04-07

LEU Call

CENTRUS ENERGY CORP

New

Shares700

Event2026-03-31

Filed2026-04-07

Put Option Holdings

SPGI Put PutS&P GLOBAL INC9.4K shares0.00%2026-03-312026-04-07

IBM Put PutINTERNATIONAL BUSINESS MACHS6.1K shares0.00%2026-03-312026-04-07

AMZN Put PutAMAZON COM INC4.0K shares0.00%2026-03-312026-04-07

NSC Put PutNORFOLK SOUTHN CORP8.4K shares-25.00%2026-03-312026-04-07

CSX Put PutCSX CORP82.9K shares-1.66%2026-03-312026-04-07

AFL Put PutAFLAC INC16.2K shares0.00%2026-03-312026-04-07

PLTR Put PutPALANTIR TECHNOLOGIES INC2.2K shares0.00%2026-03-312026-04-07

MMC Put PutMARSH & MCLENNAN COS INC2.0K shares0.00%2026-03-312026-04-07

MPLX Put PutMPLX LP5.0K shares0.00%2026-03-312026-04-07

AAPL Put PutAPPLE INC1.6K shares0.00%2026-03-312026-04-07

NVDA Put PutNVIDIA CORPORATION1.2K shares-50.00%2026-03-312026-04-07

META Put PutMETA PLATFORMS INC700 shares0.00%2026-03-312026-04-07

EQT CORP Put PutEQT CORP5.2K shares0.00%2026-03-312026-04-07

SPGI Put

S&P GLOBAL INC

0.00%

Shares9.4K

Event2026-03-31

Filed2026-04-07

IBM Put

INTERNATIONAL BUSINESS MACHS

0.00%

Shares6.1K

Event2026-03-31

Filed2026-04-07

AMZN Put

AMAZON COM INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-07

NSC Put

NORFOLK SOUTHN CORP

-25.00%

Shares8.4K

Event2026-03-31

Filed2026-04-07

CSX Put

CSX CORP

-1.66%

Shares82.9K

Event2026-03-31

Filed2026-04-07

AFL Put

AFLAC INC

0.00%

Shares16.2K

Event2026-03-31

Filed2026-04-07

PLTR Put

PALANTIR TECHNOLOGIES INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-07

MMC Put

MARSH & MCLENNAN COS INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-07

MPLX Put

MPLX LP

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-07

AAPL Put

APPLE INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-07

NVDA Put

NVIDIA CORPORATION

-50.00%

Shares1.2K

Event2026-03-31

Filed2026-04-07

META Put

META PLATFORMS INC

0.00%

Shares700

Event2026-03-31

Filed2026-04-07

EQT CORP Put

EQT CORP

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-07