The Analysis of SILVER OAK SECURITIES, INCORPORATED's Holdings & P&L


Currently, SILVER OAK SECURITIES, INCORPORATED holds 781 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in CGGO (+337.9K shares, valued at $11.3M), SPHQ (+59.9K shares, valued at $4.5M), CGDG (+122.3K shares, valued at $4.4M); decreased their positions in FVD (-126.2K shares, valued at $5.9M), SCHM (-184.0K shares, valued at $5.7M), RDVY (-60.6K shares, valued at $4.1M); initiated new positions in CGGO (+337.9K shares, valued at $11.3M), SPHQ (+59.9K shares, valued at $4.5M), CGDG (+122.3K shares, valued at $4.4M).


1M P&L
+33.2M+2.43%
3M P&L
+11.8M+0.85%
HY P&L
+93.3M+7.13%

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/A971.1M
75.3%
2Semiconductors39.2M
3.0%
3Consumer Electronics28.5M
2.2%

Top Industries by Stock Count

1N/A466 stocks
63.5%
2Software - Application10 stocks
1.4%
3Semiconductors10 stocks
1.4%
Stock Holdings
FTCS
FIRST TR EXCHANGE-TRADED FD
-3.75%
Shares412.7K
Event2026-03-31
Filed2026-04-20
CGUS
CAPITAL GROUP CORE EQUITY ET
9.45%
Shares939.1K
Event2026-03-31
Filed2026-04-20
CDC
VICTORY PORTFOLIOS II
-3.62%
Shares467.3K
Event2026-03-31
Filed2026-04-20
AAPL
APPLE INC
-8.54%
Shares112.5K
Event2026-03-31
Filed2026-04-20
CGDV
CAPITAL GROUP DIVIDEND VALUE
6.37%
Shares646.7K
Event2026-03-31
Filed2026-04-20
NVDA
NVIDIA CORPORATION
-5.41%
Shares126.6K
Event2026-03-31
Filed2026-04-20
XHLF
BONDBLOXX ETF TRUST
13.04%
Shares386.6K
Event2026-03-31
Filed2026-04-20
PVAL
PUTNAM ETF TRUST
1.68%
Shares404.3K
Event2026-03-31
Filed2026-04-20
RDVY
FIRST TR EXCHANGE TRADED FD
-18.32%
Shares270.1K
Event2026-03-31
Filed2026-04-20
FBND
FIDELITY MERRIMACK STR TR
6.89%
Shares404.1K
Event2026-03-31
Filed2026-04-20
VTI
VANGUARD INDEX FDS
-7.70%
Shares54.6K
Event2026-03-31
Filed2026-04-20
JAAA
JANUS DETROIT STR TR
6.14%
Shares333.3K
Event2026-03-31
Filed2026-04-20
FEX
FIRST TR EXCHANGE-TRADED ALP
-1.38%
Shares134.6K
Event2026-03-31
Filed2026-04-20
PTL
NORTHERN LTS FD TR IV
4.47%
Shares62.6K
Event2026-03-31
Filed2026-04-20
OUNZ
VANECK MERK GOLD ETF
-4.95%
Shares323.0K
Event2026-03-31
Filed2026-04-20
AMZN
AMAZON COM INC
-6.44%
Shares65.5K
Event2026-03-31
Filed2026-04-20
AVUV
AMERICAN CENTY ETF TR
-1.58%
Shares118.6K
Event2026-03-31
Filed2026-04-20
BND
VANGUARD BD INDEX FDS
-3.26%
Shares173.8K
Event2026-03-31
Filed2026-04-20
CAT
CATERPILLAR INC
-1.26%
Shares18.0K
Event2026-03-31
Filed2026-04-20
SPYG
SPDR SERIES TRUST
-3.97%
Shares128.2K
Event2026-03-31
Filed2026-04-20
TFLO
ISHARES TR
-2.59%
Shares245.2K
Event2026-03-31
Filed2026-04-20
RDVI
FIRST TR EXCHANGE-TRADED FD
12.63%
Shares485.4K
Event2026-03-31
Filed2026-04-20
ACIO
ETF SER SOLUTIONS
-8.60%
Shares293.5K
Event2026-03-31
Filed2026-04-20
SPY
STATE STR SPDR S&P 500 ETF T
21.18%
Shares18.9K
Event2026-03-31
Filed2026-04-20
SCHD
SCHWAB STRATEGIC TR
20.60%
Shares398.4K
Event2026-03-31
Filed2026-04-20
BIL
SPDR SERIES TRUST
16.59%
Shares124.4K
Event2026-03-31
Filed2026-04-20
CGGO
CAPITAL GROUP GBL GROWTH EQT
New
Shares337.9K
Event2026-03-31
Filed2026-04-20
QQQM
INVESCO EXCH TRADED FD TR II
-4.36%
Shares46.3K
Event2026-03-31
Filed2026-04-20
MSFT
MICROSOFT CORP
-8.14%
Shares28.8K
Event2026-03-31
Filed2026-04-20
INVESCO QQQ TR
INVESCO QQQ TR
4.47%
Shares18.0K
Event2026-03-31
Filed2026-04-20
CFA
VICTORY PORTFOLIOS II
-0.50%
Shares112.7K
Event2026-03-31
Filed2026-04-20
BROADCOM INC
BROADCOM INC
-8.30%
Shares32.7K
Event2026-03-31
Filed2026-04-20
DRSK
ETF SER SOLUTIONS
7.28%
Shares357.0K
Event2026-03-31
Filed2026-04-20
ALPHABET INC
ALPHABET INC
-7.12%
Shares32.7K
Event2026-03-31
Filed2026-04-20
IDMO
INVESCO EXCH TRADED FD TR II
0.06%
Shares171.4K
Event2026-03-31
Filed2026-04-20
TSM
TAIWAN SEMICONDUCTOR MANUFAC
0.27%
Shares25.5K
Event2026-03-31
Filed2026-04-20
SHY
ISHARES TR
9.08%
Shares101.9K
Event2026-03-31
Filed2026-04-20
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-5.36%
Shares16.2K
Event2026-03-31
Filed2026-04-20
VEA
VANGUARD TAX-MANAGED FDS
-22.45%
Shares113.8K
Event2026-03-31
Filed2026-04-20
GLD
SPDR GOLD TR
-26.21%
Shares16.8K
Event2026-03-31
Filed2026-04-20
WMT
WALMART INC
-2.96%
Shares57.2K
Event2026-03-31
Filed2026-04-20
SPTS
SPDR SERIES TRUST
-5.80%
Shares242.6K
Event2026-03-31
Filed2026-04-20
IDUB
ETF SER SOLUTIONS
-15.74%
Shares265.5K
Event2026-03-31
Filed2026-04-20
WWJD
NORTHERN LTS FD TR IV
17.52%
Shares153.8K
Event2026-03-31
Filed2026-04-20
IOO
ISHARES TR
-1.45%
Shares44.9K
Event2026-03-31
Filed2026-04-20
LVHI
LEGG MASON ETF INVT
57.60%
Shares132.9K
Event2026-03-31
Filed2026-04-20
MGK
VANGUARD WORLD FD
-33.70%
Shares14.5K
Event2026-03-31
Filed2026-04-20
IVW
ISHARES TR
-4.45%
Shares47.1K
Event2026-03-31
Filed2026-04-20
XOM
EXXON MOBIL CORP
-5.94%
Shares31.3K
Event2026-03-31
Filed2026-04-20
USFR
WISDOMTREE TR
-3.99%
Shares105.1K
Event2026-03-31
Filed2026-04-20
SCHG
SCHWAB STRATEGIC TR
-18.84%
Shares177.8K
Event2026-03-31
Filed2026-04-20
XSVN
BONDBLOXX ETF TRUST
1.93%
Shares107.1K
Event2026-03-31
Filed2026-04-20
DUBS
ETF SER SOLUTIONS
3.14%
Shares140.8K
Event2026-03-31
Filed2026-04-20
PTRB
PGIM ETF TR
7.35%
Shares122.0K
Event2026-03-31
Filed2026-04-20
CGMS
CAPITAL GRP FIXED INCM ETF T
5.12%
Shares184.9K
Event2026-03-31
Filed2026-04-20
SPYV
SPDR SERIES TRUST
-2.99%
Shares88.9K
Event2026-03-31
Filed2026-04-20
ADME
ETF SER SOLUTIONS
-10.81%
Shares100.0K
Event2026-03-31
Filed2026-04-20
REGL
PROSHARES TR
0.40%
Shares56.9K
Event2026-03-31
Filed2026-04-20
VPLS
VANGUARD MALVERN FDS
13.65%
Shares62.6K
Event2026-03-31
Filed2026-04-20
FVD
FIRST TR EXCHANGE-TRADED FD
-55.20%
Shares102.4K
Event2026-03-31
Filed2026-04-20
META
META PLATFORMS INC
-9.00%
Shares8.2K
Event2026-03-31
Filed2026-04-20
SPHQ
INVESCO EXCHANGE TRADED FD T
New
Shares59.9K
Event2026-03-31
Filed2026-04-20
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-42.60%
Shares7.5K
Event2026-03-31
Filed2026-04-20
CGDG
CAPITAL GROUP DIVIDEND GROWE
New
Shares122.3K
Event2026-03-31
Filed2026-04-20
OSCV
ETF SER SOLUTIONS
-22.53%
Shares109.5K
Event2026-03-31
Filed2026-04-20
SPYM
SPDR SERIES TRUST
-37.10%
Shares56.4K
Event2026-03-31
Filed2026-04-20
XLK
SELECT SECTOR SPDR TR
3.67%
Shares31.2K
Event2026-03-31
Filed2026-04-20
FDVV
FIDELITY COVINGTON TRUST
23.97%
Shares74.1K
Event2026-03-31
Filed2026-04-20
XLU
SELECT SECTOR SPDR TR
13.63%
Shares88.4K
Event2026-03-31
Filed2026-04-20
FDL
FIRST TR EXCHANGE-TRADED FD
122.98%
Shares79.3K
Event2026-03-31
Filed2026-04-20
FNDE
SCHWAB STRATEGIC TR
0.67%
Shares104.8K
Event2026-03-31
Filed2026-04-20
JEPQ
J P MORGAN EXCHANGE TRADED F
-15.41%
Shares72.1K
Event2026-03-31
Filed2026-04-20
LLY
ELI LILLY & CO
-6.74%
Shares4.3K
Event2026-03-31
Filed2026-04-20
JPM
JPMORGAN CHASE & CO
-3.38%
Shares13.4K
Event2026-03-31
Filed2026-04-20
IJR
ISHARES TR
-16.39%
Shares31.6K
Event2026-03-31
Filed2026-04-20
ALPHABET INC
ALPHABET INC
-2.02%
Shares13.6K
Event2026-03-31
Filed2026-04-20
RTX
RTX CORPORATION
25.45%
Shares19.7K
Event2026-03-31
Filed2026-04-20
COST
COSTCO WHOLESALE CORPORATION
-3.72%
Shares3.7K
Event2026-03-31
Filed2026-04-20
PG
PROCTER & GAMBLE CO
0.31%
Shares25.5K
Event2026-03-31
Filed2026-04-20
NLR
VANECK ETF TRUST
-2.11%
Shares26.9K
Event2026-03-31
Filed2026-04-20
DEFR
ETF SER SOLUTIONS
5.66%
Shares134.8K
Event2026-03-31
Filed2026-04-20
JIRE
J P MORGAN EXCHANGE TRADED F
-0.66%
Shares47.2K
Event2026-03-31
Filed2026-04-20
OPER
ETF SER SOLUTIONS
1.40%
Shares35.5K
Event2026-03-31
Filed2026-04-20
JUCY
ETF SER SOLUTIONS
-0.75%
Shares158.5K
Event2026-03-31
Filed2026-04-20
FEOE
RBB FUND TRUST
-12.97%
Shares68.4K
Event2026-03-31
Filed2026-04-20
SLV
ISHARES SILVER TR
25.20%
Shares50.6K
Event2026-03-31
Filed2026-04-20
CVX
CHEVRON CORPORATION
-4.81%
Shares16.5K
Event2026-03-31
Filed2026-04-20
VTV
VANGUARD INDEX FDS
2.17%
Shares17.3K
Event2026-03-31
Filed2026-04-20
RECS
COLUMBIA ETF TR I
4.65%
Shares83.7K
Event2026-03-31
Filed2026-04-20
CGGR
CAPITAL GROUP GROWTH ETF
New
Shares81.1K
Event2026-03-31
Filed2026-04-20
IVV
ISHARES TR
-51.15%
Shares4.8K
Event2026-03-31
Filed2026-04-20
BSV
VANGUARD BD INDEX FDS
3.45%
Shares39.8K
Event2026-03-31
Filed2026-04-20
AVUS
AMERICAN CENTY ETF TR
-1.63%
Shares28.0K
Event2026-03-31
Filed2026-04-20
SDVY
FIRST TR EXCHANGE TRADED FD
-17.86%
Shares76.3K
Event2026-03-31
Filed2026-04-20
BIBL
NORTHERN LTS FD TR IV
-10.84%
Shares62.8K
Event2026-03-31
Filed2026-04-20
T
AT&T INC
-25.54%
Shares102.1K
Event2026-03-31
Filed2026-04-20
AIRR
FIRST TR EXCHANGE TRADED FD
22.31%
Shares26.6K
Event2026-03-31
Filed2026-04-20
IWF
ISHARES TR
1.87%
Shares6.9K
Event2026-03-31
Filed2026-04-20
TSLA
TESLA INC
-36.73%
Shares7.8K
Event2026-03-31
Filed2026-04-20
FIX
COMFORT SYS USA INC
-8.12%
Shares2.1K
Event2026-03-31
Filed2026-04-20
JQUA
J P MORGAN EXCHANGE TRADED F
-3.30%
Shares47.1K
Event2026-03-31
Filed2026-04-20
HD
HOME DEPOT INC
-29.46%
Shares8.7K
Event2026-03-31
Filed2026-04-20
KLAC
KLA CORP
-0.05%
Shares1.9K
Event2026-03-31
Filed2026-04-20
SCHP
SCHWAB STRATEGIC TR
1.00%
Shares107.3K
Event2026-03-31
Filed2026-04-20
VONG
VANGUARD SCOTTSDALE FDS
-32.11%
Shares26.0K
Event2026-03-31
Filed2026-04-20
IBKR
INTERACTIVE BROKERS GROUP IN
2.04%
Shares42.5K
Event2026-03-31
Filed2026-04-20
LMBS
FIRST TR EXCHANGE-TRADED FD
-51.89%
Shares57.2K
Event2026-03-31
Filed2026-04-20
AVIG
AMERICAN CENTY ETF TR
1.11%
Shares67.2K
Event2026-03-31
Filed2026-04-20
FLTR
VANECK ETF TRUST
17.20%
Shares108.2K
Event2026-03-31
Filed2026-04-20
IJH
ISHARES TR
-0.80%
Shares40.6K
Event2026-03-31
Filed2026-04-20
TDIV
FIRST TR EXCHANGE TRADED FD
-25.90%
Shares29.2K
Event2026-03-31
Filed2026-04-20
JNJ
JOHNSON & JOHNSON
-5.03%
Shares11.0K
Event2026-03-31
Filed2026-04-20
VWO
VANGUARD INTL EQUITY INDEX F
-24.33%
Shares49.3K
Event2026-03-31
Filed2026-04-20
BUFR
FIRST TR EXCHNG TRADED FD VI
66.47%
Shares78.4K
Event2026-03-31
Filed2026-04-20
ISMD
NORTHERN LTS FD TR IV
530.32%
Shares66.2K
Event2026-03-31
Filed2026-04-20
NEE
NEXTERA ENERGY INC
16.75%
Shares28.2K
Event2026-03-31
Filed2026-04-20
PLTR
PALANTIR TECHNOLOGIES INC
-19.85%
Shares17.8K
Event2026-03-31
Filed2026-04-20
VUG
VANGUARD INDEX FDS
71.10%
Shares6.0K
Event2026-03-31
Filed2026-04-20
DGT
SPDR SERIES TRUST
-0.61%
Shares15.2K
Event2026-03-31
Filed2026-04-20
V
VISA INC
-5.69%
Shares8.5K
Event2026-03-31
Filed2026-04-20
ABBV
ABBVIE INC
-12.27%
Shares11.7K
Event2026-03-31
Filed2026-04-20
NAT
NORDIC AMERICAN TANKERS LIMI
0.10%
Shares435.1K
Event2026-03-31
Filed2026-04-20
STIP
ISHARES TR
-13.97%
Shares24.6K
Event2026-03-31
Filed2026-04-20
IYR
ISHARES TR
-0.50%
Shares26.8K
Event2026-03-31
Filed2026-04-20
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-52.71%
Shares13.2K
Event2026-03-31
Filed2026-04-20
FLRT
PACER FDS TR
42.69%
Shares54.4K
Event2026-03-31
Filed2026-04-20
XLP
SELECT SECTOR SPDR TR
0.81%
Shares29.9K
Event2026-03-31
Filed2026-04-20
IWY
ISHARES TR
-53.92%
Shares9.6K
Event2026-03-31
Filed2026-04-20
APH
AMPHENOL CORP
9.19%
Shares18.8K
Event2026-03-31
Filed2026-04-20
ISHARES GOLD TR
ISHARES GOLD TR
8.38%
Shares26.2K
Event2026-03-31
Filed2026-04-20
HWM
HOWMET AEROSPACE INC
-2.18%
Shares10.0K
Event2026-03-31
Filed2026-04-20
RPV
INVESCO EXCHANGE TRADED FD T
1.20%
Shares21.4K
Event2026-03-31
Filed2026-04-20
PDBC
INVESCO ACTVELY MNGD ETC FD
84.12%
Shares132.2K
Event2026-03-31
Filed2026-04-20
SPMO
INVESCO EXCH TRADED FD TR II
-4.97%
Shares20.3K
Event2026-03-31
Filed2026-04-20
UPSD
ETF SER SOLUTIONS
4.14%
Shares88.4K
Event2026-03-31
Filed2026-04-20
KNG
FIRST TR EXCHANGE-TRADED FD
5.87%
Shares45.5K
Event2026-03-31
Filed2026-04-20
STRATEGY SHS
STRATEGY SHS
New
Shares84.5K
Event2026-03-31
Filed2026-04-20
HGER
HARBOR ETF TRUST
New
Shares71.4K
Event2026-03-31
Filed2026-04-20
JEPI
J P MORGAN EXCHANGE TRADED F
-23.69%
Shares38.9K
Event2026-03-31
Filed2026-04-20
PULS
PGIM ETF TR
-3.37%
Shares44.4K
Event2026-03-31
Filed2026-04-20
BAC
BANK AMERICA CORP
-8.11%
Shares45.0K
Event2026-03-31
Filed2026-04-20
TSPA
T ROWE PRICE ETF INC
15.53%
Shares53.5K
Event2026-03-31
Filed2026-04-20
MGOV
FIRST TR EXCHANGE-TRADED FD
New
Shares106.3K
Event2026-03-31
Filed2026-04-20
IYW
ISHARES TR
-11.03%
Shares11.8K
Event2026-03-31
Filed2026-04-20
AMD
ADVANCED MICRO DEVICES INC
4.02%
Shares10.4K
Event2026-03-31
Filed2026-04-20
MO
ALTRIA GROUP INC
4.57%
Shares31.9K
Event2026-03-31
Filed2026-04-20
MU
MICRON TECHNOLOGY INC
3.94%
Shares6.2K
Event2026-03-31
Filed2026-04-20
ARISTA NETWORKS INC
ARISTA NETWORKS INC
4.08%
Shares16.8K
Event2026-03-31
Filed2026-04-20
USO
UNITED STS OIL FD LP
New
Shares16.1K
Event2026-03-31
Filed2026-04-20
IYLD
ISHARES TR
New
Shares94.1K
Event2026-03-31
Filed2026-04-20
MGV
VANGUARD WORLD FD
316.10%
Shares14.1K
Event2026-03-31
Filed2026-04-20
LMT
LOCKHEED MARTIN CORP
67.23%
Shares3.3K
Event2026-03-31
Filed2026-04-20
VRIG
INVESCO ACTIVELY MANAGED EXC
2.07%
Shares77.3K
Event2026-03-31
Filed2026-04-20
AGZD
WISDOMTREE TR
-1.42%
Shares85.2K
Event2026-03-31
Filed2026-04-20
XLV
SELECT SECTOR SPDR TR
9.95%
Shares12.9K
Event2026-03-31
Filed2026-04-20
SGOV
ISHARES TR
102.98%
Shares18.5K
Event2026-03-31
Filed2026-04-20
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
-5.94%
Shares14.2K
Event2026-03-31
Filed2026-04-20
DFIV
DIMENSIONAL ETF TRUST
-2.21%
Shares35.0K
Event2026-03-31
Filed2026-04-20
BKLC
BNY MELLON ETF TRUST
0.08%
Shares14.7K
Event2026-03-31
Filed2026-04-20
FQAL
FIDELITY COVINGTON TRUST
-6.16%
Shares25.2K
Event2026-03-31
Filed2026-04-20
YJUN
FIRST TR EXCHNG TRADED FD VI
2.38%
Shares70.4K
Event2026-03-31
Filed2026-04-20
DOGG
FIRST TR EXCHANGE-TRADED FD
21.50%
Shares83.2K
Event2026-03-31
Filed2026-04-20
QUAL
ISHARES TR
-59.63%
Shares9.4K
Event2026-03-31
Filed2026-04-20
BUYW
NORTHERN LTS FD TR IV
9.72%
Shares127.4K
Event2026-03-31
Filed2026-04-20
JTEK
J P MORGAN EXCHANGE TRADED F
31.04%
Shares22.4K
Event2026-03-31
Filed2026-04-20
FPE
FIRST TR EXCH TRADED FD III
27.55%
Shares99.4K
Event2026-03-31
Filed2026-04-20
AHR
AMERICAN HEALTHCARE REIT INC
-5.97%
Shares37.4K
Event2026-03-31
Filed2026-04-20
IBM
INTERNATIONAL BUSINESS MACHS
-25.78%
Shares7.3K
Event2026-03-31
Filed2026-04-20
SCHB
SCHWAB STRATEGIC TR
-7.67%
Shares69.9K
Event2026-03-31
Filed2026-04-20
COKE
COCA COLA CONS INC
0.09%
Shares9.1K
Event2026-03-31
Filed2026-04-20
SCHV
SCHWAB STRATEGIC TR
-40.14%
Shares56.3K
Event2026-03-31
Filed2026-04-20
NFLX
NETFLIX INC.
-15.95%
Shares17.6K
Event2026-03-31
Filed2026-04-20
SO
SOUTHERN CO
-24.69%
Shares17.3K
Event2026-03-31
Filed2026-04-20
VV
VANGUARD INDEX FDS
363.45%
Shares5.5K
Event2026-03-31
Filed2026-04-20
RMD
RESMED INC
6.64%
Shares7.3K
Event2026-03-31
Filed2026-04-20
JCPB
J P MORGAN EXCHANGE TRADED F
154.80%
Shares35.0K
Event2026-03-31
Filed2026-04-20
AM
ANTERO MIDSTREAM CORP
2.85%
Shares71.2K
Event2026-03-31
Filed2026-04-20
CRON
CRONOS GROUP INC
2.55%
Shares636.3K
Event2026-03-31
Filed2026-04-20
ILCG
ISHARES TR
660.14%
Shares16.7K
Event2026-03-31
Filed2026-04-20
SECT
NORTHERN LTS FD TR IV
120.69%
Shares25.8K
Event2026-03-31
Filed2026-04-20
IWL
ISHARES TR
-25.04%
Shares9.7K
Event2026-03-31
Filed2026-04-20
FNDF
SCHWAB STRATEGIC TR
-13.03%
Shares31.7K
Event2026-03-31
Filed2026-04-20
JMOM
J P MORGAN EXCHANGE TRADED F
New
Shares22.8K
Event2026-03-31
Filed2026-04-20
EME
EMCOR GROUP INC
-0.29%
Shares2.1K
Event2026-03-31
Filed2026-04-20
GTO
INVESCO ACTIVELY MANAGED EXC
16.56%
Shares32.3K
Event2026-03-31
Filed2026-04-20
FRONTLINE PLC
FRONTLINE PLC
0.00%
Shares42.7K
Event2026-03-31
Filed2026-04-20
LAM RESEARCH CORP
LAM RESEARCH CORP
93.87%
Shares6.9K
Event2026-03-31
Filed2026-04-20
INTC
INTEL CORP
-5.39%
Shares32.7K
Event2026-03-31
Filed2026-04-20
PKW
INVESCO EXCHANGE TRADED FD T
New
Shares11.0K
Event2026-03-31
Filed2026-04-20
DVN
DEVON ENERGY CORP NEW
10.47%
Shares28.6K
Event2026-03-31
Filed2026-04-20
FLQL
FRANKLIN TEMPLETON ETF TR
5.61%
Shares21.3K
Event2026-03-31
Filed2026-04-20
DECK
DECKERS OUTDOOR CORP
27.72%
Shares14.3K
Event2026-03-31
Filed2026-04-20
MS
MORGAN STANLEY
-4.41%
Shares8.7K
Event2026-03-31
Filed2026-04-20
PH
PARKER-HANNIFIN CORP
-14.16%
Shares1.6K
Event2026-03-31
Filed2026-04-20
POCT
INNOVATOR ETFS TRUST
0.00%
Shares32.9K
Event2026-03-31
Filed2026-04-20
PANW
PALO ALTO NETWORKS INC
5.52%
Shares8.8K
Event2026-03-31
Filed2026-04-20
WM
WASTE MGMT INC DEL
2.28%
Shares6.1K
Event2026-03-31
Filed2026-04-20
BLUEROCK PVT REAL ESTATE FD
BLUEROCK PVT REAL ESTATE FD
-1.96%
Shares84.9K
Event2026-03-31
Filed2026-04-20
FNDA
SCHWAB STRATEGIC TR
-2.23%
Shares43.4K
Event2026-03-31
Filed2026-04-20
ETFS GOLD TR
ETFS GOLD TR
-26.69%
Shares31.5K
Event2026-03-31
Filed2026-04-20
QCOC
FIRST TR EXCHNG TRADED FD VI
-7.87%
Shares64.0K
Event2026-03-31
Filed2026-04-20
DFAT
DIMENSIONAL ETF TRUST
-0.58%
Shares22.3K
Event2026-03-31
Filed2026-04-20
GEV
GE VERNOVA INC
19.44%
Shares1.6K
Event2026-03-31
Filed2026-04-20
ITOT
ISHARES TR
0.09%
Shares9.7K
Event2026-03-31
Filed2026-04-20
SCHE
SCHWAB STRATEGIC TR
-1.66%
Shares42.0K
Event2026-03-31
Filed2026-04-20
GS
GOLDMAN SACHS GROUP INC
26.80%
Shares1.6K
Event2026-03-31
Filed2026-04-20
GLDM
WORLD GOLD TR
0.74%
Shares14.8K
Event2026-03-31
Filed2026-04-20
PHYS
SPROTT ASSET MANAGEMENT LP
-51.02%
Shares38.5K
Event2026-03-31
Filed2026-04-20
CDX
SIMPLIFY EXCHANGE TRADED FUN
10.02%
Shares63.0K
Event2026-03-31
Filed2026-04-20
GE AEROSPACE
GE AEROSPACE
2.99%
Shares4.7K
Event2026-03-31
Filed2026-04-20
CRWD
CROWDSTRIKE HLDGS INC
20.39%
Shares3.4K
Event2026-03-31
Filed2026-04-20
CMDY
ISHARES U S ETF TR
0.94%
Shares22.2K
Event2026-03-31
Filed2026-04-20
MDYV
SPDR SERIES TRUST
-0.49%
Shares15.4K
Event2026-03-31
Filed2026-04-20
EFAV
ISHARES TR
New
Shares14.4K
Event2026-03-31
Filed2026-04-20
BALT
INNOVATOR ETFS TRUST
-27.39%
Shares38.9K
Event2026-03-31
Filed2026-04-20
VZ
VERIZON COMMUNICATIONS INC
-6.22%
Shares25.8K
Event2026-03-31
Filed2026-04-20
AVDE
AMERICAN CENTY ETF TR
12.92%
Shares15.2K
Event2026-03-31
Filed2026-04-20
VSS
VANGUARD INTL EQUITY INDEX F
0.10%
Shares8.8K
Event2026-03-31
Filed2026-04-20
DLR
DIGITAL RLTY TR INC
-2.95%
Shares7.1K
Event2026-03-31
Filed2026-04-20
USTB
VICTORY PORTFOLIOS II
2.80%
Shares24.9K
Event2026-03-31
Filed2026-04-20
IMCG
ISHARES TR
-0.79%
Shares15.7K
Event2026-03-31
Filed2026-04-20
CITIGROUP INC
CITIGROUP INC
3.46%
Shares10.8K
Event2026-03-31
Filed2026-04-20
FTEC
FIDELITY COVINGTON TRUST
19.94%
Shares5.9K
Event2026-03-31
Filed2026-04-20
TBLL
INVESCO EXCH TRADED FD TR II
-17.97%
Shares11.5K
Event2026-03-31
Filed2026-04-20
DFAC
DIMENSIONAL ETF TRUST
-15.66%
Shares30.3K
Event2026-03-31
Filed2026-04-20
LDSF
FIRST TR EXCHNG TRADED FD VI
-27.35%
Shares62.0K
Event2026-03-31
Filed2026-04-20
JMST
J P MORGAN EXCHANGE TRADED F
30.98%
Shares22.9K
Event2026-03-31
Filed2026-04-20
MERCK & CO INC
MERCK & CO INC
-8.19%
Shares9.6K
Event2026-03-31
Filed2026-04-20
FOCT
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares24.3K
Event2026-03-31
Filed2026-04-20
SHV
ISHARES TR
-3.94%
Shares10.5K
Event2026-03-31
Filed2026-04-20
SOXX
ISHARES TR
20.16%
Shares3.5K
Event2026-03-31
Filed2026-04-20
MA
MASTERCARD INCORPORATED
-3.49%
Shares2.3K
Event2026-03-31
Filed2026-04-20
BITB
BITWISE BITCOIN ETF TR
-1.93%
Shares30.9K
Event2026-03-31
Filed2026-04-20
CSCO
CISCO SYS INC
-9.58%
Shares14.7K
Event2026-03-31
Filed2026-04-20
MUFG
MITSUBISHI UFJ FINANCIAL GRO
2.77%
Shares66.2K
Event2026-03-31
Filed2026-04-20
XMHQ
INVESCO EXCHANGE TRADED FD T
-0.79%
Shares10.9K
Event2026-03-31
Filed2026-04-20
NOW
SERVICENOW INC
49.58%
Shares10.7K
Event2026-03-31
Filed2026-04-20
GDX
VANECK ETF TRUST
-0.99%
Shares12.1K
Event2026-03-31
Filed2026-04-20
SDVD
FIRST TR EXCH TRADED FD III
37.66%
Shares51.2K
Event2026-03-31
Filed2026-04-20
PGR
PROGRESSIVE CORP
8.87%
Shares5.6K
Event2026-03-31
Filed2026-04-20
PJAN
INNOVATOR ETFS TRUST
15.54%
Shares23.7K
Event2026-03-31
Filed2026-04-20
PDEC
INNOVATOR ETFS TRUST
-0.06%
Shares25.7K
Event2026-03-31
Filed2026-04-20
AIQ
GLOBAL X FDS
-9.44%
Shares23.3K
Event2026-03-31
Filed2026-04-20
COP
CONOCOPHILLIPS
183.92%
Shares8.2K
Event2026-03-31
Filed2026-04-20
O
REALTY INCOME CORP
5.10%
Shares17.6K
Event2026-03-31
Filed2026-04-20
WAL
WESTERN ALLIANCE BANCORP
-3.26%
Shares15.0K
Event2026-03-31
Filed2026-04-20
IJAN
INNOVATOR ETFS TRUST
New
Shares29.1K
Event2026-03-31
Filed2026-04-20
JAVA
J P MORGAN EXCHANGE TRADED F
-2.92%
Shares14.6K
Event2026-03-31
Filed2026-04-20
EDIV
SPDR INDEX SHS FDS
6.52%
Shares26.5K
Event2026-03-31
Filed2026-04-20
EATON CORP PLC
EATON CORP PLC
9.05%
Shares2.9K
Event2026-03-31
Filed2026-04-20
EMLP
FIRST TR EXCHANGE-TRADED FD
2.31%
Shares23.8K
Event2026-03-31
Filed2026-04-20
DIS
DISNEY WALT CO
-12.72%
Shares10.7K
Event2026-03-31
Filed2026-04-20
PAUG
INNOVATOR ETFS TRUST
-1.54%
Shares24.2K
Event2026-03-31
Filed2026-04-20
URI
UNITED RENTALS INC
6.50%
Shares1.4K
Event2026-03-31
Filed2026-04-20
TJX
TJX COS INC NEW
5.12%
Shares6.4K
Event2026-03-31
Filed2026-04-20
KO
COCA COLA CO
-9.98%
Shares13.4K
Event2026-03-31
Filed2026-04-20
RSPF
INVESCO EXCHANGE TRADED FD T
-0.03%
Shares14.2K
Event2026-03-31
Filed2026-04-20
FAUG
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares19.5K
Event2026-03-31
Filed2026-04-20
TER
TERADYNE INC
-40.68%
Shares3.4K
Event2026-03-31
Filed2026-04-20
JSMD
JANUS DETROIT STR TR
26.59%
Shares12.6K
Event2026-03-31
Filed2026-04-20
YSEP
FIRST TR EXCHNG TRADED FD VI
10.57%
Shares38.1K
Event2026-03-31
Filed2026-04-20
QVOY
ULTIMUS MANAGERS TR
0.00%
Shares35.5K
Event2026-03-31
Filed2026-04-20
FTSL
FIRST TR EXCHANGE-TRADED FD
-5.49%
Shares22.1K
Event2026-03-31
Filed2026-04-20
CAIE
CALAMOS ETF TR
25.04%
Shares39.4K
Event2026-03-31
Filed2026-04-20
FTHI
FIRST TR EXCHANGE TRADED FD
-1.49%
Shares43.1K
Event2026-03-31
Filed2026-04-20
SPHY
SPDR SERIES TRUST
-21.83%
Shares41.8K
Event2026-03-31
Filed2026-04-20
BLV
VANGUARD BD INDEX FDS
New
Shares14.2K
Event2026-03-31
Filed2026-04-20
LOW
LOWES COS INC
-1.03%
Shares4.0K
Event2026-03-31
Filed2026-04-20
QCJL
FIRST TR EXCHNG TRADED FD VI
-6.43%
Shares40.6K
Event2026-03-31
Filed2026-04-20
FSEP
FIRST TR EXCHNG TRADED FD VI
-0.02%
Shares18.9K
Event2026-03-31
Filed2026-04-20
IDV
ISHARES TR
34.92%
Shares22.3K
Event2026-03-31
Filed2026-04-20
WFC
WELLS FARGO & CO
9.21%
Shares11.8K
Event2026-03-31
Filed2026-04-20
AEP
AMERICAN ELEC PWR CO INC
3.33%
Shares7.1K
Event2026-03-31
Filed2026-04-20
COWZ
PACER FDS TR
-35.95%
Shares14.8K
Event2026-03-31
Filed2026-04-20
SILJ
AMPLIFY ETF TR
-0.30%
Shares31.0K
Event2026-03-31
Filed2026-04-20
XLC
SELECT SECTOR SPDR TR
11.15%
Shares8.3K
Event2026-03-31
Filed2026-04-20
FTLS
FIRST TR EXCH TRADED FD III
-26.53%
Shares13.1K
Event2026-03-31
Filed2026-04-20
AIM ETF PRODUCTS TRUST
AIM ETF PRODUCTS TRUST
New
Shares37.6K
Event2026-03-31
Filed2026-04-20
GLW
CORNING INC
83.90%
Shares6.8K
Event2026-03-31
Filed2026-04-20
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
16.95%
Shares2.3K
Event2026-03-31
Filed2026-04-20
NKE
NIKE INC
263.27%
Shares17.3K
Event2026-03-31
Filed2026-04-20
ACWI
ISHARES TR
19.74%
Shares6.6K
Event2026-03-31
Filed2026-04-20
IBD
NORTHERN LTS FD TR IV
-36.56%
Shares37.7K
Event2026-03-31
Filed2026-04-20
AOK
ISHARES TR
45.98%
Shares22.4K
Event2026-03-31
Filed2026-04-20
XMMO
INVESCO EXCHANGE TRADED FD T
15.22%
Shares6.2K
Event2026-03-31
Filed2026-04-20
JSML
JANUS DETROIT STR TR
24.06%
Shares12.7K
Event2026-03-31
Filed2026-04-20
JPRE
J P MORGAN EXCHANGE TRADED F
1.54%
Shares18.5K
Event2026-03-31
Filed2026-04-20
SPYD
SPDR SERIES TRUST
0.22%
Shares19.5K
Event2026-03-31
Filed2026-04-20
VXF
VANGUARD INDEX FDS
-0.60%
Shares4.3K
Event2026-03-31
Filed2026-04-20
EBS
EMERGENT BIOSOLUTIONS INC
0.00%
Shares106.7K
Event2026-03-31
Filed2026-04-20
DAL
DELTA AIR LINES INC
24.40%
Shares13.3K
Event2026-03-31
Filed2026-04-20
MRSK
NORTHERN LIGHTS FD TR
-8.90%
Shares24.9K
Event2026-03-31
Filed2026-04-20
SBIO
ALPS ETF TR
24.40%
Shares16.6K
Event2026-03-31
Filed2026-04-20
TDG
TRANSDIGM GROUP INC
0.54%
Shares744
Event2026-03-31
Filed2026-04-20
TFC
TRUIST FINL CORP
-26.68%
Shares18.7K
Event2026-03-31
Filed2026-04-20
PM
PHILIP MORRIS INTL INC
10.07%
Shares5.2K
Event2026-03-31
Filed2026-04-20
ALGT
ALLEGIANT TRAVEL CO
1.20%
Shares10.5K
Event2026-03-31
Filed2026-04-20
XJUL
FIRST TR EXCHNG TRADED FD VI
36.37%
Shares22.0K
Event2026-03-31
Filed2026-04-20
CFG
CITIZENS FINL GROUP INC
10.77%
Shares14.1K
Event2026-03-31
Filed2026-04-20
AFIF
TWO RDS SHARED TR
158.59%
Shares90.7K
Event2026-03-31
Filed2026-04-20
KMI
KINDER MORGAN INC DEL
2.62%
Shares25.2K
Event2026-03-31
Filed2026-04-20
DCOR
DIMENSIONAL ETF TRUST
-1.47%
Shares11.7K
Event2026-03-31
Filed2026-04-20
QJUN
FIRST TR EXCHNG TRADED FD VI
20.36%
Shares26.7K
Event2026-03-31
Filed2026-04-20
FNOV
FIRST TR EXCHNG TRADED FD VI
-0.15%
Shares15.5K
Event2026-03-31
Filed2026-04-20
AG
FIRST MAJESTIC SILVER CORP
-1.59%
Shares38.3K
Event2026-03-31
Filed2026-04-20
MCD
MCDONALDS CORP
5.39%
Shares2.6K
Event2026-03-31
Filed2026-04-20
DGRW
WISDOMTREE TR
50.85%
Shares9.3K
Event2026-03-31
Filed2026-04-20
AEM
AGNICO EAGLE MINES LTD
3.22%
Shares4.0K
Event2026-03-31
Filed2026-04-20
DDFL
INNOVATOR ETFS TRUST
-1.01%
Shares39.1K
Event2026-03-31
Filed2026-04-20
BA
BOEING CO
28.63%
Shares4.0K
Event2026-03-31
Filed2026-04-20
WAB
WABTEC
4.98%
Shares3.2K
Event2026-03-31
Filed2026-04-20
SPIB
SPDR SERIES TRUST
-52.83%
Shares23.6K
Event2026-03-31
Filed2026-04-20
PICK
ISHARES INC
New
Shares14.0K
Event2026-03-31
Filed2026-04-20
AVEM
AMERICAN CENTY ETF TR
43.51%
Shares9.8K
Event2026-03-31
Filed2026-04-20
KR
KROGER CO
-2.84%
Shares10.9K
Event2026-03-31
Filed2026-04-20
TBUX
T ROWE PRICE ETF INC
-19.94%
Shares15.8K
Event2026-03-31
Filed2026-04-20
FTSM
FIRST TR EXCHANGE-TRADED FD
-50.99%
Shares13.1K
Event2026-03-31
Filed2026-04-20
CME
CME GROUP INC
8.30%
Shares2.6K
Event2026-03-31
Filed2026-04-20
ORCL
ORACLE CORP
-16.43%
Shares5.3K
Event2026-03-31
Filed2026-04-20
GDXJ
VANECK ETF TRUST
2.21%
Shares6.5K
Event2026-03-31
Filed2026-04-20
WELL
WELLTOWER INC
22.10%
Shares3.9K
Event2026-03-31
Filed2026-04-20
TXN
TEXAS INSTRS INC
-2.64%
Shares4.0K
Event2026-03-31
Filed2026-04-20
MLPX
GLOBAL X FDS
12.07%
Shares10.3K
Event2026-03-31
Filed2026-04-20
XYZ
BLOCK INC
-16.62%
Shares12.6K
Event2026-03-31
Filed2026-04-20
SCHW
SCHWAB CHARLES CORP
0.91%
Shares8.0K
Event2026-03-31
Filed2026-04-20
PMAR
INNOVATOR ETFS TRUST
3.13%
Shares16.7K
Event2026-03-31
Filed2026-04-20
TDY
TELEDYNE TECHNOLOGIES INC
34.98%
Shares1.2K
Event2026-03-31
Filed2026-04-20
FTGC
FIRST TR EXCHANGE TRAD FD VI
New
Shares25.8K
Event2026-03-31
Filed2026-04-20
BOND
PIMCO ETF TR
6.99%
Shares8.0K
Event2026-03-31
Filed2026-04-20
AMAT
APPLIED MATLS INC
3.18%
Shares2.1K
Event2026-03-31
Filed2026-04-20
RWK
INVESCO EXCH TRADED FD TR II
12.48%
Shares5.7K
Event2026-03-31
Filed2026-04-20
DIVO
AMPLIFY ETF TR
5.38%
Shares16.2K
Event2026-03-31
Filed2026-04-20
USMV
ISHARES TR
-75.44%
Shares7.8K
Event2026-03-31
Filed2026-04-20
NEM
NEWMONT CORP
-1.82%
Shares6.7K
Event2026-03-31
Filed2026-04-20
IEF
ISHARES TR
-18.40%
Shares7.6K
Event2026-03-31
Filed2026-04-20
ICE
INTERCONTINENTAL EXCHANGE IN
13.90%
Shares4.6K
Event2026-03-31
Filed2026-04-20
SMITHFIELD FOODS INC
SMITHFIELD FOODS INC
5.46%
Shares25.8K
Event2026-03-31
Filed2026-04-20
KRE
SPDR SERIES TRUST
-1.21%
Shares11.1K
Event2026-03-31
Filed2026-04-20
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares1
Event2026-03-31
Filed2026-04-20
DYNF
BLACKROCK ETF TRUST
1168.52%
Shares12.3K
Event2026-03-31
Filed2026-04-20
VIG
VANGUARD SPECIALIZED FUNDS
1.01%
Shares3.3K
Event2026-03-31
Filed2026-04-20
SMH
VANECK ETF TRUST
-15.90%
Shares1.9K
Event2026-03-31
Filed2026-04-20
BTI
BRITISH AMERN TOB PLC
1.91%
Shares12.0K
Event2026-03-31
Filed2026-04-20
XLSR
SSGA ACTIVE TR
0.26%
Shares12.2K
Event2026-03-31
Filed2026-04-20
SCHO
SCHWAB STRATEGIC TR
-1.91%
Shares28.9K
Event2026-03-31
Filed2026-04-20
NJAN
INNOVATOR ETFS TRUST
New
Shares13.0K
Event2026-03-31
Filed2026-04-20
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
5.97%
Shares15.0K
Event2026-03-31
Filed2026-04-20
NEU
NEWMARKET CORP
2.90%
Shares1.1K
Event2026-03-31
Filed2026-04-20
ACWV
ISHARES INC
-3.75%
Shares5.7K
Event2026-03-31
Filed2026-04-20
SBUX
STARBUCKS CORP
43.51%
Shares7.6K
Event2026-03-31
Filed2026-04-20
DFCF
DIMENSIONAL ETF TRUST
-1.27%
Shares16.0K
Event2026-03-31
Filed2026-04-20
VOOV
VANGUARD ADMIRAL FDS INC
-20.45%
Shares3.3K
Event2026-03-31
Filed2026-04-20
ABT
ABBOTT LABORATORIES
-22.09%
Shares6.5K
Event2026-03-31
Filed2026-04-20
PEP
PEPSICO INC
-22.51%
Shares4.2K
Event2026-03-31
Filed2026-04-20
MELI
MERCADOLIBRE INC
14.29%
Shares376
Event2026-03-31
Filed2026-04-20
QCOM
QUALCOMM INC
-49.26%
Shares5.0K
Event2026-03-31
Filed2026-04-20
YMAR
FIRST TR EXCHNG TRADED FD VI
5.28%
Shares23.5K
Event2026-03-31
Filed2026-04-20
SYBT
STOCK YDS BANCORP INC
0.01%
Shares9.7K
Event2026-03-31
Filed2026-04-20
FNDC
SCHWAB STRATEGIC TR
11.43%
Shares13.7K
Event2026-03-31
Filed2026-04-20
LNG
CHENIERE ENERGY INC
New
Shares2.2K
Event2026-03-31
Filed2026-04-20
WDC
WESTERN DIGITAL CORP
10.73%
Shares2.3K
Event2026-03-31
Filed2026-04-20
CRPT
FIRST TR EXCHNG TRADED FD VI
7.09%
Shares54.3K
Event2026-03-31
Filed2026-04-20
UHS
UNIVERSAL HLTH SVCS INC
10.00%
Shares3.5K
Event2026-03-31
Filed2026-04-20
SMBK
SMARTFINANCIAL INC
0.00%
Shares16.0K
Event2026-03-31
Filed2026-04-20
ENB
ENBRIDGE INC
4.92%
Shares11.5K
Event2026-03-31
Filed2026-04-20
ETO
EATON VANCE TAX-ADVANTAGED G
2.26%
Shares23.4K
Event2026-03-31
Filed2026-04-20
FCX
FREEPORT MCMORAN INC
32.75%
Shares10.6K
Event2026-03-31
Filed2026-04-20
RSPT
INVESCO EXCHANGE TRADED FD T
0.01%
Shares13.7K
Event2026-03-31
Filed2026-04-20
PYLD
PIMCO ETF TR
158.74%
Shares23.3K
Event2026-03-31
Filed2026-04-20
FICO
FAIR ISAAC CORP
38.74%
Shares573
Event2026-03-31
Filed2026-04-20
FTCB
FIRST TR EXCHANGE-TRADED FD
102.68%
Shares29.1K
Event2026-03-31
Filed2026-04-20
WRB
BERKLEY W R CORP
5.28%
Shares9.2K
Event2026-03-31
Filed2026-04-20
PECO
PHILLIPS EDISON & CO INC
-1.69%
Shares16.3K
Event2026-03-31
Filed2026-04-20
HON
HONEYWELL INTL INC
4.23%
Shares2.7K
Event2026-03-31
Filed2026-04-20
JPST
J P MORGAN EXCHANGE TRADED F
-64.63%
Shares12.0K
Event2026-03-31
Filed2026-04-20
VRP
INVESCO EXCH TRADED FD TR II
-1.21%
Shares25.1K
Event2026-03-31
Filed2026-04-20
FDN
FIRST TR EXCHANGE-TRADED FD
-6.98%
Shares2.6K
Event2026-03-31
Filed2026-04-20
CIBR
FIRST TR EXCHANGE-TRADED FD
-42.15%
Shares9.5K
Event2026-03-31
Filed2026-04-20
EMR
EMERSON ELEC CO
-3.67%
Shares4.5K
Event2026-03-31
Filed2026-04-20
QTUM
ETF SER SOLUTIONS
10.71%
Shares5.5K
Event2026-03-31
Filed2026-04-20
F
FORD MTR CO
-7.09%
Shares50.8K
Event2026-03-31
Filed2026-04-20
COF
CAPITAL ONE FINL CORP
3.01%
Shares3.2K
Event2026-03-31
Filed2026-04-20
QDEC
FIRST TR EXCHNG TRADED FD VI
19.28%
Shares18.6K
Event2026-03-31
Filed2026-04-20
SN
SHARKNINJA INC
4.57%
Shares5.5K
Event2026-03-31
Filed2026-04-20
ADP
AUTOMATIC DATA PROCESSING IN
-9.20%
Shares2.9K
Event2026-03-31
Filed2026-04-20
VFMV
VANGUARD WELLINGTON FD
58.27%
Shares4.4K
Event2026-03-31
Filed2026-04-20
RSPN
INVESCO EXCHANGE TRADED FD T
-27.19%
Shares10.0K
Event2026-03-31
Filed2026-04-20
XLE
SELECT SECTOR SPDR TR
94.97%
Shares9.4K
Event2026-03-31
Filed2026-04-20
ADI
ANALOG DEVICES INC
11.61%
Shares1.8K
Event2026-03-31
Filed2026-04-20
VGT
VANGUARD WORLD FD
-73.09%
Shares817
Event2026-03-31
Filed2026-04-20
NUKZ
EXCHANGE TRADED CONCEPTS TRU
48.17%
Shares8.6K
Event2026-03-31
Filed2026-04-20
XSEP
FIRST TR EXCHNG TRADED FD VI
-1.84%
Shares13.6K
Event2026-03-31
Filed2026-04-20
NOC
NORTHROP GRUMMAN CORP
1.22%
Shares827
Event2026-03-31
Filed2026-04-20
WTV
WISDOMTREE TR
9.29%
Shares5.9K
Event2026-03-31
Filed2026-04-20
NI
NISOURCE INC
5.30%
Shares12.0K
Event2026-03-31
Filed2026-04-20
VBR
VANGUARD INDEX FDS
-81.27%
Shares2.6K
Event2026-03-31
Filed2026-04-20
CGCP
CAPITAL GRP FIXED INCM ETF T
13.51%
Shares24.8K
Event2026-03-31
Filed2026-04-20
DFIC
DIMENSIONAL ETF TRUST
-9.08%
Shares15.6K
Event2026-03-31
Filed2026-04-20
IAGG
ISHARES TR
0.15%
Shares11.0K
Event2026-03-31
Filed2026-04-20
FXH
FIRST TR EXCHANGE-TRADED FD
-17.02%
Shares5.0K
Event2026-03-31
Filed2026-04-20
DOW
DOW HLDGS INC
-0.90%
Shares13.2K
Event2026-03-31
Filed2026-04-20
FXO
FIRST TR EXCHANGE-TRADED FD
0.75%
Shares9.8K
Event2026-03-31
Filed2026-04-20
SYK
STRYKER CORPORATION
8.57%
Shares1.7K
Event2026-03-31
Filed2026-04-20
AMGN
AMGEN INC
-16.07%
Shares1.6K
Event2026-03-31
Filed2026-04-20
DE
DEERE & CO
-7.08%
Shares971
Event2026-03-31
Filed2026-04-20
ES
EVERSOURCE ENERGY
5.55%
Shares7.9K
Event2026-03-31
Filed2026-04-20
BMY
BRISTOL-MYERS SQUIBB CO
31.22%
Shares9.0K
Event2026-03-31
Filed2026-04-20
NDAQ
NASDAQ INC
New
Shares6.4K
Event2026-03-31
Filed2026-04-20
GCO
GENESCO INC
3.47%
Shares18.7K
Event2026-03-31
Filed2026-04-20
UPS
UNITED PARCEL SVCS INC
2.34%
Shares5.5K
Event2026-03-31
Filed2026-04-20
CGBL
CAPITAL GROUP CORE BALANCED
52.19%
Shares15.7K
Event2026-03-31
Filed2026-04-20
VALE
VALE S A
0.00%
Shares33.6K
Event2026-03-31
Filed2026-04-20
VLO
VALERO ENERGY CORP
3.55%
Shares2.2K
Event2026-03-31
Filed2026-04-20
IWP
ISHARES TR
15.14%
Shares4.2K
Event2026-03-31
Filed2026-04-20
RCS
PIMCO STRATEGIC INCOME FD
-3.66%
Shares99.4K
Event2026-03-31
Filed2026-04-20
GILD
GILEAD SCIENCES INC
1.33%
Shares3.8K
Event2026-03-31
Filed2026-04-20
BJUN
INNOVATOR ETFS TRUST
-2.35%
Shares11.4K
Event2026-03-31
Filed2026-04-20
COHERENT CORP
COHERENT CORP
New
Shares2.2K
Event2026-03-31
Filed2026-04-20
RAVI
FLEXSHARES TR
-0.75%
Shares7.0K
Event2026-03-31
Filed2026-04-20
HAL
HALLIBURTON CO
37.66%
Shares13.5K
Event2026-03-31
Filed2026-04-20
AXP
AMERICAN EXPRESS CO
1.46%
Shares1.7K
Event2026-03-31
Filed2026-04-20
FMAY
FIRST TR EXCHNG TRADED FD VI
0.98%
Shares9.9K
Event2026-03-31
Filed2026-04-20
AZZ
AZZ INC
11.01%
Shares4.2K
Event2026-03-31
Filed2026-04-20
QMAR
FIRST TR EXCHNG TRADED FD VI
-19.64%
Shares15.6K
Event2026-03-31
Filed2026-04-20
BK
BANK NEW YORK MELLON CORP
5.57%
Shares4.4K
Event2026-03-31
Filed2026-04-20
CRM
SALESFORCE INC
6.74%
Shares2.8K
Event2026-03-31
Filed2026-04-20
XLY
SELECT SECTOR SPDR TR
-70.33%
Shares4.8K
Event2026-03-31
Filed2026-04-20
MPC
MARATHON PETE CORP
-24.36%
Shares2.1K
Event2026-03-31
Filed2026-04-20
FXL
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares3.2K
Event2026-03-31
Filed2026-04-20
VGSH
VANGUARD SCOTTSDALE FDS
-2.85%
Shares8.7K
Event2026-03-31
Filed2026-04-20
UNH
UNITEDHEALTH GROUP INC
-31.39%
Shares1.9K
Event2026-03-31
Filed2026-04-20
HEI
HEICO CORP NEW
5.76%
Shares1.9K
Event2026-03-31
Filed2026-04-20
PRIM
PRIMORIS SVCS CORP
4.44%
Shares3.6K
Event2026-03-31
Filed2026-04-20
AEE
AMEREN CORP
4.15%
Shares4.6K
Event2026-03-31
Filed2026-04-20
ELV
ELEVANCE HEALTH INC FORMERLY
4.34%
Shares1.7K
Event2026-03-31
Filed2026-04-20
IJJ
ISHARES TR
3.08%
Shares3.8K
Event2026-03-31
Filed2026-04-20
SUPER MICRO COMPUTER INC
SUPER MICRO COMPUTER INC
35.67%
Shares22.2K
Event2026-03-31
Filed2026-04-20
VST
VISTRA CORP
28.71%
Shares3.3K
Event2026-03-31
Filed2026-04-20
FTNT
FORTINET INC
27.45%
Shares6.1K
Event2026-03-31
Filed2026-04-20
RCAT
RED CAT HLDGS INC
New
Shares38.1K
Event2026-03-31
Filed2026-04-20
PFE
PFIZER INC
-11.31%
Shares17.8K
Event2026-03-31
Filed2026-04-20
SBRA
SABRA HEALTH CARE REIT INC
2.88%
Shares25.9K
Event2026-03-31
Filed2026-04-20
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
-3.40%
Shares1.4K
Event2026-03-31
Filed2026-04-20
QSPT
FIRST TR EXCHNG TRADED FD VI
-5.74%
Shares16.1K
Event2026-03-31
Filed2026-04-20
SCHF
SCHWAB STRATEGIC TR
-19.32%
Shares19.8K
Event2026-03-31
Filed2026-04-20
MMM
3M CO
-12.50%
Shares3.4K
Event2026-03-31
Filed2026-04-20
GBF
ISHARES TR
-1.33%
Shares4.7K
Event2026-03-31
Filed2026-04-20
SCHA
SCHWAB STRATEGIC TR
-33.57%
Shares16.6K
Event2026-03-31
Filed2026-04-20
ATO
ATMOS ENERGY CORP
6.79%
Shares2.6K
Event2026-03-31
Filed2026-04-20
ALV
AUTOLIV INC
6.33%
Shares4.6K
Event2026-03-31
Filed2026-04-20
SHYG
ISHARES TR
3259.88%
Shares11.4K
Event2026-03-31
Filed2026-04-20
NVO
NOVO-NORDISK A S
19.53%
Shares13.0K
Event2026-03-31
Filed2026-04-20
RSPS
INVESCO EXCHANGE TRADED FD T
0.00%
Shares16.1K
Event2026-03-31
Filed2026-04-20
SCHX
SCHWAB STRATEGIC TR
-57.01%
Shares18.5K
Event2026-03-31
Filed2026-04-20
XJUN
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares11.0K
Event2026-03-31
Filed2026-04-20
WPC
WP CAREY INC
4.41%
Shares7.0K
Event2026-03-31
Filed2026-04-20
MPLX
MPLX LP
1.76%
Shares8.3K
Event2026-03-31
Filed2026-04-20
TIP
ISHARES TR
-8.42%
Shares4.3K
Event2026-03-31
Filed2026-04-20
PSLV
SPROTT ASSET MANAGEMENT LP
0.83%
Shares19.3K
Event2026-03-31
Filed2026-04-20
AMT
AMERICAN TOWER CORP
20.80%
Shares2.7K
Event2026-03-31
Filed2026-04-20
FMAR
FIRST TR EXCHNG TRADED FD VI
4.31%
Shares9.7K
Event2026-03-31
Filed2026-04-20
MLI
MUELLER INDS INC
New
Shares4.2K
Event2026-03-31
Filed2026-04-20
XDEC
FIRST TR EXCHNG TRADED FD VI
1.91%
Shares11.5K
Event2026-03-31
Filed2026-04-20
MTUM
ISHARES TR
-22.45%
Shares1.9K
Event2026-03-31
Filed2026-04-20
XLG
INVESCO EXCHANGE TRADED FD T
-83.42%
Shares8.4K
Event2026-03-31
Filed2026-04-20
DGCB
DIMENSIONAL ETF TRUST
3.17%
Shares8.5K
Event2026-03-31
Filed2026-04-20
FANG
DIAMONDBACK ENERGY INC
-5.31%
Shares2.3K
Event2026-03-31
Filed2026-04-20
XSMO
INVESCO EXCHANGE TRADED FD T
16.75%
Shares6.0K
Event2026-03-31
Filed2026-04-20
PAPR
INNOVATOR ETFS TRUST
0.00%
Shares11.3K
Event2026-03-31
Filed2026-04-20
PFEB
INNOVATOR ETFS TRUST
23.74%
Shares11.2K
Event2026-03-31
Filed2026-04-20
PTNQ
PACER FDS TR
-1.52%
Shares6.2K
Event2026-03-31
Filed2026-04-20
XAUG
FIRST TR EXCHNG TRADED FD VI
21.20%
Shares12.1K
Event2026-03-31
Filed2026-04-20
BOXX
EA SERIES TRUST
8.73%
Shares3.8K
Event2026-03-31
Filed2026-04-20
IQDY
FLEXSHARES TR
2.40%
Shares11.7K
Event2026-03-31
Filed2026-04-20
CSX
CSX CORP
0.57%
Shares10.8K
Event2026-03-31
Filed2026-04-20
VT
VANGUARD INTL EQUITY INDEX F
New
Shares3.2K
Event2026-03-31
Filed2026-04-20
SLYV
SPDR SERIES TRUST
69.35%
Shares4.6K
Event2026-03-31
Filed2026-04-20
ADBE
ADOBE INC
3.72%
Shares1.8K
Event2026-03-31
Filed2026-04-20
IGV
ISHARES TR
-38.61%
Shares5.4K
Event2026-03-31
Filed2026-04-20
RSPH
INVESCO EXCHANGE TRADED FD T
0.03%
Shares14.2K
Event2026-03-31
Filed2026-04-20
BNDX
VANGUARD CHARLOTTE FDS
19.63%
Shares8.9K
Event2026-03-31
Filed2026-04-20
CWB
SPDR SERIES TRUST
-77.85%
Shares4.7K
Event2026-03-31
Filed2026-04-20
LASR
NLIGHT INC
New
Shares7.4K
Event2026-03-31
Filed2026-04-20
ARCC
ARES CAPITAL CORP
-6.45%
Shares23.3K
Event2026-03-31
Filed2026-04-20
VB
VANGUARD INDEX FDS
-85.90%
Shares1.6K
Event2026-03-31
Filed2026-04-20
TRFK
PACER FDS TR
-13.55%
Shares6.7K
Event2026-03-31
Filed2026-04-20
IWD
ISHARES TR
-0.20%
Shares2.0K
Event2026-03-31
Filed2026-04-20
MDST
ULTIMUS MANAGERS TR
-3.47%
Shares14.7K
Event2026-03-31
Filed2026-04-20
GAL
SSGA ACTIVE ETF TR
New
Shares8.5K
Event2026-03-31
Filed2026-04-20
XONE
BONDBLOXX ETF TRUST
3.91%
Shares8.4K
Event2026-03-31
Filed2026-04-20
GLTR
ABRDN PRECIOUS METALS BASKET
23.50%
Shares1.9K
Event2026-03-31
Filed2026-04-20
LITE
LUMENTUM HLDGS INC
New
Shares581
Event2026-03-31
Filed2026-04-20
XMAR
FIRST TR EXCHNG TRADED FD VI
-30.60%
Shares10.0K
Event2026-03-31
Filed2026-04-20
AZO
AUTOZONE INC
0.00%
Shares120
Event2026-03-31
Filed2026-04-20
AEIS
ADVANCED ENERGY INDS
New
Shares1.3K
Event2026-03-31
Filed2026-04-20
USB
US BANCORP
-17.83%
Shares7.7K
Event2026-03-31
Filed2026-04-20
FXR
FIRST TR EXCHANGE-TRADED FD
2.80%
Shares4.9K
Event2026-03-31
Filed2026-04-20
SFEB
FIRST TR EXCHNG TRADED FD VI
17.04%
Shares16.7K
Event2026-03-31
Filed2026-04-20
MPWR
MONOLITHIC PWR SYS INC
4.01%
Shares363
Event2026-03-31
Filed2026-04-20
SCHM
SCHWAB STRATEGIC TR
-93.50%
Shares12.8K
Event2026-03-31
Filed2026-04-20

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available