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The Analysis of SILVERLAKE WEALTH MANAGEMENT LLC's Holdings & P&L

Currently, SILVERLAKE WEALTH MANAGEMENT LLC holds 374 types of securities in its portfolio with a total value $474.0M. In the most recent quarter, they have increased their positions in VEA (+39.8K shares, valued at $2.6M), VTV (+12.0K shares, valued at $2.4M), BND (+30.2K shares, valued at $2.2M); decreased their positions in VZ (-9.1K shares, valued at $457.8K), SCHG (-15.7K shares, valued at $456.5K), SPTI (-15.0K shares, valued at $429.1K); initiated new positions in N/A (+62.7K shares, valued at $1.9M), BNDX (+23.7K shares, valued at $1.1M), VCIT (+11.7K shares, valued at $966.8K).

1M P&L

+9.8M+2.21%

3M P&L

-25.4M-5.32%

HY P&L

-3.7M-0.81%

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/A277.9M

64.0%

2Software - Infrastructure18.9M

4.3%

3Consumer Electronics15.2M

3.5%

Top Industries by Stock Count

1N/A223 stocks

63.2%

2Banks - Diversified8 stocks

2.3%

3Drug Manufacturers - General7 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP48.3K shares-1.21%2026-03-312026-04-15

AAPL APPLE INC59.8K shares-0.26%2026-03-312026-04-15

VANGUARD INDEX FDS VANGUARD INDEX FDS24.2K shares14.56%2026-03-312026-04-15

SGOV ISHARES TR97.1K shares16.39%2026-03-312026-04-15

VEA VANGUARD TAX-MANAGED FDS149.4K shares36.34%2026-03-312026-04-15

VYM VANGUARD WHITEHALL FDS63.8K shares-0.52%2026-03-312026-04-15

JPST J P MORGAN EXCHANGE TRADED F142.0K shares28.93%2026-03-312026-04-15

JNJ JOHNSON & JOHNSON25.9K shares-1.43%2026-03-312026-04-15

Sponsored

VZ VERIZON COMMUNICATIONS INC120.6K shares-7.03%2026-03-312026-04-15

IBM INTERNATIONAL BUSINESS MACHS24.8K shares3.47%2026-03-312026-04-15

SCHG SCHWAB STRATEGIC TR190.6K shares-7.60%2026-03-312026-04-15

PG PROCTER & GAMBLE CO38.2K shares0.00%2026-03-312026-04-15

FBND FIDELITY MERRIMACK STR TR115.2K shares0.75%2026-03-312026-04-15

IJR ISHARES TR41.8K shares4.66%2026-03-312026-04-15

BDYN BLACKROCK ETF TRUST189.4K shares-1.09%2026-03-312026-04-15

XOM EXXON MOBIL CORP26.6K shares-0.67%2026-03-312026-04-15

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F75.7K shares-0.90%2026-03-312026-04-15

MGK VANGUARD WORLD FD11.1K shares1.52%2026-03-312026-04-15

SPTS SPDR SERIES TRUST134.3K shares4.70%2026-03-312026-04-15

CAT CATERPILLAR INC5.5K shares0.05%2026-03-312026-04-15

INVESCO QQQ TR INVESCO QQQ TR6.4K shares-7.10%2026-03-312026-04-15

VIOV VANGUARD ADMIRAL FDS INC35.2K shares10.59%2026-03-312026-04-15

FELG FIDELITY COVINGTON TRUST95.3K shares0.66%2026-03-312026-04-15

MGV VANGUARD WORLD FD24.4K shares3.03%2026-03-312026-04-15

Sponsored

CGDV CAPITAL GROUP DIVIDEND VALUE77.2K shares2.06%2026-03-312026-04-15

SPTL SPDR SERIES TRUST122.8K shares42.77%2026-03-312026-04-15

VTV VANGUARD INDEX FDS16.2K shares291.97%2026-03-312026-04-15

QQQM INVESCO EXCH TRADED FD TR II13.2K shares8.55%2026-03-312026-04-15

VWO VANGUARD INTL EQUITY INDEX F57.2K shares33.01%2026-03-312026-04-15

BND VANGUARD BD INDEX FDS41.7K shares262.13%2026-03-312026-04-15

BDVL BLACKROCK ETF TRUST123.8K shares-7.89%2026-03-312026-04-15

BSCR INVESCO EXCH TRD SLF IDX FD154.9K shares13.61%2026-03-312026-04-15

Sponsored

AVUS AMERICAN CENTY ETF TR27.3K shares-5.23%2026-03-312026-04-15

FELC FIDELITY COVINGTON TRUST80.5K shares0.17%2026-03-312026-04-15

T AT&T INC100.8K shares-0.53%2026-03-312026-04-15

SCHD SCHWAB STRATEGIC TR95.1K shares-0.35%2026-03-312026-04-15

GLD SPDR GOLD TR6.7K shares-2.65%2026-03-312026-04-15

BSCQ INVESCO EXCH TRD SLF IDX FD144.2K shares-0.44%2026-03-312026-04-15

BSCS INVESCO EXCH TRD SLF IDX FD137.2K shares22.30%2026-03-312026-04-15

VTI VANGUARD INDEX FDS8.7K shares-1.46%2026-03-312026-04-15

Sponsored

CVX CHEVRON CORPORATION13.3K shares-2.68%2026-03-312026-04-15

CGGO CAPITAL GROUP GBL GROWTH EQT80.6K shares4.75%2026-03-312026-04-15

SPTI SPDR SERIES TRUST93.4K shares-13.81%2026-03-312026-04-15

HD HOME DEPOT INC7.7K shares-1.05%2026-03-312026-04-15

MERCK & CO INC MERCK & CO INC20.9K shares-1.17%2026-03-312026-04-15

JBND J P MORGAN EXCHANGE TRADED F46.0K shares11.00%2026-03-312026-04-15

COST COSTCO WHOLESALE CORPORATION2.5K shares-0.88%2026-03-312026-04-15

VIOO VANGUARD ADMIRAL FDS INC21.2K shares-0.48%2026-03-312026-04-15

Sponsored

BSCT INVESCO EXCH TRD SLF IDX FD130.1K shares36.30%2026-03-312026-04-15

VB VANGUARD INDEX FDS9.2K shares82.04%2026-03-312026-04-15

ISHARES GOLD TR ISHARES GOLD TR27.1K shares-7.87%2026-03-312026-04-15

WMT WALMART INC19.2K shares-3.52%2026-03-312026-04-15

PFE PFIZER INC84.4K shares0.52%2026-03-312026-04-15

KMI KINDER MORGAN INC DEL70.0K shares-0.70%2026-03-312026-04-15

GDV GABELLI DIVID & INCOME TR86.1K shares2.39%2026-03-312026-04-15

BBUS J P MORGAN EXCHANGE TRADED F19.7K shares32.75%2026-03-312026-04-15

Sponsored

DON WISDOMTREE TR43.1K shares-0.42%2026-03-312026-04-15

OKE ONEOK INC NEW25.0K shares6.59%2026-03-312026-04-15

VUG VANGUARD INDEX FDS5.1K shares212.30%2026-03-312026-04-15

GQQQ EA SERIES TRUST75.5K shares1.81%2026-03-312026-04-15

KO COCA COLA CO28.4K shares-2.56%2026-03-312026-04-15

AGGA EA SERIES TRUST84.7K shares2.98%2026-03-312026-04-15

ET ENERGY TRANSFER L P110.2K shares-2.24%2026-03-312026-04-15

IFRA ISHARES TR37.1K shares-5.07%2026-03-312026-04-15

Sponsored

LVHI LEGG MASON ETF INVT52.1K shares-10.84%2026-03-312026-04-15

SPDW SPDR INDEX SHS FDS46.2K shares-2.55%2026-03-312026-04-15

AAAU GOLDMAN SACHS PHYSICAL GOLD45.3K shares4.59%2026-03-312026-04-15

ABBV ABBVIE INC9.5K shares-0.28%2026-03-312026-04-15

VYMI VANGUARD WHITEHALL FDS21.6K shares1.59%2026-03-312026-04-15

SPYM SPDR SERIES TRUST26.6K shares-11.43%2026-03-312026-04-15

TSLA TESLA INC5.5K shares1.28%2026-03-312026-04-15

AMZN AMAZON COM INC9.6K shares11.81%2026-03-312026-04-15

Sponsored

NVDA NVIDIA CORPORATION11.4K shares-10.31%2026-03-312026-04-15

VIG VANGUARD SPECIALIZED FUNDS9.1K shares0.88%2026-03-312026-04-15

COMMUNITY BANCORP INC VT COMMUNITY BANCORP INC VT62.7K sharesnew addition2026-03-312026-04-15

VNQ VANGUARD INDEX FDS21.9K shares80.76%2026-03-312026-04-15

MO ALTRIA GROUP INC29.3K shares2.21%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.0K shares-7.87%2026-03-312026-04-15

CCL CARNIVAL CORP73.5K shares-16.23%2026-03-312026-04-15

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II25.1K shares-5.27%2026-03-312026-04-15

Sponsored

VSS VANGUARD INTL EQUITY INDEX F12.6K shares2.13%2026-03-312026-04-15

VTEB VANGUARD MUN BD FDS36.6K shares-5.51%2026-03-312026-04-15

IVV ISHARES TR2.7K shares74.07%2026-03-312026-04-15

CGCP CAPITAL GRP FIXED INCM ETF T77.0K shares4.60%2026-03-312026-04-15

FDVV FIDELITY COVINGTON TRUST31.1K shares-0.42%2026-03-312026-04-15

LLY ELI LILLY & CO1.9K shares-8.60%2026-03-312026-04-15

PHO INVESCO EXCHANGE TRADED FD T25.5K shares-7.68%2026-03-312026-04-15

KMB KIMBERLY-CLARK CORP17.6K shares-4.89%2026-03-312026-04-15

Sponsored

VHT VANGUARD WORLD FD6.1K shares-5.47%2026-03-312026-04-15

IEMG ISHARES INC23.7K shares12.31%2026-03-312026-04-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T8.6K shares45.57%2026-03-312026-04-15

XLI SELECT SECTOR SPDR TR10.0K shares-6.05%2026-03-312026-04-15

TLT ISHARES TR18.6K shares-11.40%2026-03-312026-04-15

SMH VANECK ETF TRUST4.2K shares4.06%2026-03-312026-04-15

AMGN AMGEN INC4.5K shares-1.54%2026-03-312026-04-15

PPI INVESTMENT MANAGERS SER TR I73.2K shares20.43%2026-03-312026-04-15

Sponsored

NVG NUVEEN AMT FREE MUN CR INC F122.5K shares19.79%2026-03-312026-04-15

BAC BANK AMERICA CORP30.6K shares-2.43%2026-03-312026-04-15

GE AEROSPACE GE AEROSPACE5.2K shares4.64%2026-03-312026-04-15

ALPHABET INC ALPHABET INC5.1K shares-7.16%2026-03-312026-04-15

ALPHABET INC ALPHABET INC5.1K shares0.40%2026-03-312026-04-15

BSCU INVESCO EXCH TRD SLF IDX FD84.9K shares42.90%2026-03-312026-04-15

QUAL ISHARES TR7.3K shares10.79%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO4.7K shares-0.55%2026-03-312026-04-15

Sponsored

XLF SELECT SECTOR SPDR TR27.8K shares-13.51%2026-03-312026-04-15

SPGI S&P GLOBAL INC3.2K shares-0.12%2026-03-312026-04-15

BARRICK MNG CORP BARRICK MNG CORP33.1K shares0.05%2026-03-312026-04-15

NEM NEWMONT CORP12.3K shares-0.12%2026-03-312026-04-15

META META PLATFORMS INC2.3K shares-15.96%2026-03-312026-04-15

XLK SELECT SECTOR SPDR TR9.8K shares-8.20%2026-03-312026-04-15

VBR VANGUARD INDEX FDS5.7K shares3.15%2026-03-312026-04-15

IEUR ISHARES TR17.4K shares-12.31%2026-03-312026-04-15

Sponsored

IEFA ISHARES TR13.5K shares29.13%2026-03-312026-04-15

VV VANGUARD INDEX FDS4.1K shares-1.90%2026-03-312026-04-15

VT VANGUARD INTL EQUITY INDEX F8.8K shares8.77%2026-03-312026-04-15

NEA NUVEEN AMT FREE QLTY MUN INC108.1K shares3.21%2026-03-312026-04-15

COWZ PACER FDS TR19.3K shares-4.66%2026-03-312026-04-15

LQD ISHARES TR11.1K shares4.51%2026-03-312026-04-15

DIVI FRANKLIN TEMPLETON ETF TR29.3K shares35.70%2026-03-312026-04-15

VOT VANGUARD INDEX FDS4.5K shares1.25%2026-03-312026-04-15

Sponsored

MDYV SPDR SERIES TRUST13.6K shares48.46%2026-03-312026-04-15

VPU VANGUARD WORLD FD5.8K shares-1.83%2026-03-312026-04-15

DMBS DOUBLELINE ETF TRUST23.2K shares37.74%2026-03-312026-04-15

BILZ PIMCO ETF TR11.3K shares88.80%2026-03-312026-04-15

BNDX VANGUARD CHARLOTTE FDS23.7K sharesnew addition2026-03-312026-04-15

FBTC FIDELITY WISE ORIGIN BITCOIN19.2K shares7.79%2026-03-312026-04-15

ROE EA SERIES TRUST31.3K shares7.17%2026-03-312026-04-15

DGRW WISDOMTREE TR12.6K shares-5.11%2026-03-312026-04-15

Sponsored

CGGR CAPITAL GROUP GROWTH ETF27.5K shares5.34%2026-03-312026-04-15

TD TORONTO DOMINION BK ONT11.4K shares0.05%2026-03-312026-04-15

SO SOUTHERN CO10.8K shares-0.08%2026-03-312026-04-15

MCD MCDONALDS CORP3.3K shares-4.13%2026-03-312026-04-15

NZF NUVEEN MUN CR INCOME FD83.5K shares32.50%2026-03-312026-04-15

SHV ISHARES TR9.1K shares47.68%2026-03-312026-04-15

BHB BAR HBR BANKSHARES30.6K shares0.00%2026-03-312026-04-15

BINC BLACKROCK ETF TRUST II18.9K shares34.18%2026-03-312026-04-15

Sponsored

VCIT VANGUARD SCOTTSDALE FDS11.7K sharesnew addition2026-03-312026-04-15

ITA ISHARES TR4.4K shares2.12%2026-03-312026-04-15

VGSH VANGUARD SCOTTSDALE FDS16.3K sharesnew addition2026-03-312026-04-15

MTUM ISHARES TR4.0K shares1.30%2026-03-312026-04-15

INMU BLACKROCK ETF TRUST II39.7K sharesnew addition2026-03-312026-04-15

XLU SELECT SECTOR SPDR TR20.5K shares-2.27%2026-03-312026-04-15

ENB ENBRIDGE INC17.2K shares3.16%2026-03-312026-04-15

NAD NUVEEN QUALITY MUNCP INCOME79.6K shares0.59%2026-03-312026-04-15

Sponsored

SPY STATE STR SPDR S&P 500 ETF T1.4K shares0.07%2026-03-312026-04-15

GEV GE VERNOVA INC1.0K shares6.26%2026-03-312026-04-15

DE DEERE & CO1.6K shares-14.84%2026-03-312026-04-15

BK BANK NEW YORK MELLON CORP7.4K shares-4.39%2026-03-312026-04-15

IMCG ISHARES TR10.8K shares87.32%2026-03-312026-04-15

GLW CORNING INC6.2K shares11.94%2026-03-312026-04-15

EFV ISHARES TR11.2K shares103.48%2026-03-312026-04-15

BA BOEING CO4.1K shares1.76%2026-03-312026-04-15

Sponsored

PYLD PIMCO ETF TR30.2K shares27.66%2026-03-312026-04-15

WPM WHEATON PRECIOUS METALS CORP6.0K shares-8.72%2026-03-312026-04-15

SPSM SPDR SERIES TRUST16.2K shares-3.01%2026-03-312026-04-15

TT TRANE TECHNOLOGIES PLC1.8K shares-12.27%2026-03-312026-04-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW5.7K shares0.09%2026-03-312026-04-15

MU MICRON TECHNOLOGY INC2.1K shares0.38%2026-03-312026-04-15

SUSA ISHARES TR5.4K shares-3.59%2026-03-312026-04-15

JEPQ J P MORGAN EXCHANGE TRADED F12.5K shares2.13%2026-03-312026-04-15

Sponsored

VGT VANGUARD WORLD FD991 shares0.41%2026-03-312026-04-15

CSCO CISCO SYS INC8.9K shares0.10%2026-03-312026-04-15

HDV ISHARES TR5.0K shares19.93%2026-03-312026-04-15

PSA PUBLIC STORAGE OPER CO2.4K shares-3.90%2026-03-312026-04-15

VOE VANGUARD INDEX FDS3.5K shares18.23%2026-03-312026-04-15

MBB ISHARES TR6.9K shares-14.32%2026-03-312026-04-15

IVW ISHARES TR5.8K shares59.01%2026-03-312026-04-15

TFPM TRIPLE FLAG PRECIOUS METAL18.5K sharesnew addition2026-03-312026-04-15

Sponsored

AXON AXON ENTERPRISE INC1.5K shares0.00%2026-03-312026-04-15

IBMR ISHARES TR25.0K sharesnew addition2026-03-312026-04-15

F FORD MTR CO54.6K shares5.68%2026-03-312026-04-15

XLE SELECT SECTOR SPDR TR10.2K shares-4.43%2026-03-312026-04-15

VBK VANGUARD INDEX FDS2.1K shares1.92%2026-03-312026-04-15

TJX TJX COS INC NEW3.9K shares0.83%2026-03-312026-04-15

BILS SPDR SERIES TRUST6.2K shares-31.95%2026-03-312026-04-15

XLV SELECT SECTOR SPDR TR4.2K shares-19.56%2026-03-312026-04-15

Sponsored

IBMQ ISHARES TR23.9K shares189.87%2026-03-312026-04-15

CITIGROUP INC CITIGROUP INC5.4K shares0.22%2026-03-312026-04-15

CGUS CAPITAL GROUP CORE EQUITY ET15.7K shares5.88%2026-03-312026-04-15

PM PHILIP MORRIS INTL INC3.6K shares-4.24%2026-03-312026-04-15

CVS CVS HEALTH CORP8.3K shares0.30%2026-03-312026-04-15

ACWX ISHARES TR8.6K shares92.34%2026-03-312026-04-15

DYNF BLACKROCK ETF TRUST10.1K shares70.62%2026-03-312026-04-15

V VISA INC1.9K shares75.83%2026-03-312026-04-15

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC1.7K shares-17.26%2026-03-312026-04-15

DAL DELTA AIR LINES INC8.8K shares0.11%2026-03-312026-04-15

VOOV VANGUARD ADMIRAL FDS INC2.9K shares0.14%2026-03-312026-04-15

MUB ISHARES TR5.5K sharesnew addition2026-03-312026-04-15

DIS DISNEY WALT CO5.9K shares-0.79%2026-03-312026-04-15

EMR EMERSON ELEC CO4.3K shares-4.70%2026-03-312026-04-15

TPYP TORTOISE CAPITAL SERIES TRUS13.3K shares-5.03%2026-03-312026-04-15

RTX RTX CORPORATION2.9K shares-7.39%2026-03-312026-04-15

Sponsored

GOVT ISHARES TR24.1K sharesnew addition2026-03-312026-04-15

RSPA INVESCO ACTIVELY MANAGED EXC11.1K shares5.97%2026-03-312026-04-15

PLTR PALANTIR TECHNOLOGIES INC3.8K shares13.32%2026-03-312026-04-15

BNS BANK NOVA SCOTIA B C7.9K shares-0.27%2026-03-312026-04-15

BMO BANK MONTREAL MEDIUM4.0K shares0.15%2026-03-312026-04-15

LOW LOWES COS INC2.3K shares-5.08%2026-03-312026-04-15

IBMP ISHARES TR21.1K sharesnew addition2026-03-312026-04-15

IBMO ISHARES TR20.9K sharesnew addition2026-03-312026-04-15

Sponsored

EVT EATON VANCE TAX ADVT DIV INC21.8K shares0.00%2026-03-312026-04-15

SPYV SPDR SERIES TRUST9.4K shares44.89%2026-03-312026-04-15

DGRO ISHARES TR7.6K shares4.81%2026-03-312026-04-15

ESGV VANGUARD WORLD FD4.6K shares-3.27%2026-03-312026-04-15

WU WESTERN UN CO59.6K shares-23.67%2026-03-312026-04-15

PEP PEPSICO INC3.3K shares-5.58%2026-03-312026-04-15

HON HONEYWELL INTL INC2.3K shares0.04%2026-03-312026-04-15

RING ISHARES INC6.3K shares-6.05%2026-03-312026-04-15

Sponsored

IBMS ISHARES TR19.4K sharesnew addition2026-03-312026-04-15

PTLC PACER FDS TR9.4K shares0.00%2026-03-312026-04-15

TLH ISHARES TR4.8K shares-11.26%2026-03-312026-04-15

COP CONOCOPHILLIPS3.7K shares-4.92%2026-03-312026-04-15

AXP AMERICAN EXPRESS CO1.6K shares-1.48%2026-03-312026-04-15

EPD ENTERPRISE PRODS PARTNERS L12.6K shares5.87%2026-03-312026-04-15

XLY SELECT SECTOR SPDR TR4.4K shares-5.12%2026-03-312026-04-15

BSMT INVESCO EXCH TRD SLF IDX FD20.6K shares0.00%2026-03-312026-04-15

Sponsored

AIG AMERICAN INTL GROUP INC6.2K shares0.58%2026-03-312026-04-15

DFSV DIMENSIONAL ETF TRUST13.4K sharesnew addition2026-03-312026-04-15

SCHQ SCHWAB STRATEGIC TR14.9K shares-27.81%2026-03-312026-04-15

WFC WELLS FARGO & CO5.9K shares-0.12%2026-03-312026-04-15

GLDM WORLD GOLD TR5.0K shares-2.04%2026-03-312026-04-15

SCHA SCHWAB STRATEGIC TR15.9K shares-12.37%2026-03-312026-04-15

ALLW SSGA ACTIVE TR16.0K shares-36.93%2026-03-312026-04-15

HIMU BLACKROCK ETF TRUST II9.4K sharesnew addition2026-03-312026-04-15

Sponsored

UPS UNITED PARCEL SVCS INC4.6K shares3.26%2026-03-312026-04-15

SHEL SHELL PLC4.8K shares-3.98%2026-03-312026-04-15

NEE NEXTERA ENERGY INC4.8K shares0.23%2026-03-312026-04-15

VIOG VANGUARD ADMIRAL FDS INC3.5K shares28.56%2026-03-312026-04-15

SURE ADVISORSHARES TR3.4K shares-10.79%2026-03-312026-04-15

USMV ISHARES TR4.7K shares-9.15%2026-03-312026-04-15

SILA SILA REALTY TRUST INC17.8K shares-0.19%2026-03-312026-04-15

ITOT ISHARES TR3.0K shares12.92%2026-03-312026-04-15

Sponsored

HSY HERSHEY CO2.0K shares0.10%2026-03-312026-04-15

MMM 3M CO2.9K shares0.00%2026-03-312026-04-15

VGK VANGUARD INTL EQUITY INDEX F5.0K shares18.22%2026-03-312026-04-15

IEF ISHARES TR4.3K sharesnew addition2026-03-312026-04-15

VLUE ISHARES TR2.9K sharesnew addition2026-03-312026-04-15

TIP ISHARES TR3.7K shares0.00%2026-03-312026-04-15

SPYG SPDR SERIES TRUST4.1K shares-25.19%2026-03-312026-04-15

ORCL ORACLE CORP2.7K shares4.07%2026-03-312026-04-15

Sponsored

WM WASTE MGMT INC DEL1.7K shares-18.58%2026-03-312026-04-15

VLO VALERO ENERGY CORP1.6K shares0.00%2026-03-312026-04-15

BMY BRISTOL-MYERS SQUIBB CO6.4K shares-5.74%2026-03-312026-04-15

COF CAPITAL ONE FINL CORP2.1K shares-1.49%2026-03-312026-04-15

KBWB INVESCO EXCH TRADED FD TR II4.8K shares41.51%2026-03-312026-04-15

FLRN SPDR SERIES TRUST12.4K shares0.00%2026-03-312026-04-15

XLSR SSGA ACTIVE TR6.6K shares0.03%2026-03-312026-04-15

RTRE COLLABORATIVE INVESTMNT SER14.8K shares26.27%2026-03-312026-04-15

Sponsored

IDEV ISHARES TR4.4K shares2.54%2026-03-312026-04-15

MPC MARATHON PETE CORP1.5K shares-11.19%2026-03-312026-04-15

VO VANGUARD INDEX FDS1.2K shares-8.45%2026-03-312026-04-15

BSMQ INVESCO EXCH TRD SLF IDX FD14.9K shares0.00%2026-03-312026-04-15

MEDTRONIC PLC MEDTRONIC PLC4.0K shares-6.88%2026-03-312026-04-15

O REALTY INCOME CORP5.7K shares4.95%2026-03-312026-04-15

BSMR INVESCO EXCH TRD SLF IDX FD14.6K shares0.04%2026-03-312026-04-15

MINT PIMCO ETF TR3.4K shares0.00%2026-03-312026-04-15

Sponsored

NMAI NUVEEN MULTI ASSET INCOME FU27.5K shares0.00%2026-03-312026-04-15

GILD GILEAD SCIENCES INC2.4K shares0.25%2026-03-312026-04-15

BSCV INVESCO EXCH TRD SLF IDX FD20.6K shares71.99%2026-03-312026-04-15

CM CANADIAN IMPERIAL BANK OF CO3.6K shares0.14%2026-03-312026-04-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP989 shares-9.18%2026-03-312026-04-15

BP BP PLC7.2K shares-28.54%2026-03-312026-04-15

IXUS ISHARES TR3.9K shares10.39%2026-03-312026-04-15

TFC TRUIST FINL CORP7.2K shares1.87%2026-03-312026-04-15

Sponsored

CORO BLACKROCK ETF TRUST10.2K sharesnew addition2026-03-312026-04-15

IWX ISHARES TR3.5K shares0.63%2026-03-312026-04-15

DVY ISHARES TR2.1K shares0.33%2026-03-312026-04-15

XSVM INVESCO EXCHANGE TRADED FD T5.4K shares0.15%2026-03-312026-04-15

JCPB J P MORGAN EXCHANGE TRADED F6.9K shares11.56%2026-03-312026-04-15

SLV ISHARES SILVER TR4.8K shares10.79%2026-03-312026-04-15

BROADCOM INC BROADCOM INC1.0K shares1.46%2026-03-312026-04-15

IBIT ISHARES BITCOIN TRUST ETF8.4K shares15.91%2026-03-312026-04-15

Sponsored

BSMS INVESCO EXCH TRD SLF IDX FD13.7K shares0.00%2026-03-312026-04-15

QCOM QUALCOMM INC2.5K shares-0.52%2026-03-312026-04-15

ADI ANALOG DEVICES INC994 shares-1.39%2026-03-312026-04-15

INTC INTEL CORP7.2K shares0.00%2026-03-312026-04-15

UUUU ENERGY FUELS INC17.2K shares0.00%2026-03-312026-04-15

IEI ISHARES TR2.6K shares12.01%2026-03-312026-04-15

BLACKROCK INC BLACKROCK INC322 shares0.00%2026-03-312026-04-15

BLACKSTONE INC BLACKSTONE INC2.7K shares-6.60%2026-03-312026-04-15

Sponsored

FDX FEDEX CORP860 shares0.00%2026-03-312026-04-15

PRU PRUDENTIAL FINL INC3.1K shares1.11%2026-03-312026-04-15

MS MORGAN STANLEY1.8K shares-7.31%2026-03-312026-04-15

POWR ISHARES INC11.3K sharesnew addition2026-03-312026-04-15

OSK OSHKOSH CORP2.0K shares0.00%2026-03-312026-04-15

CL COLGATE PALMOLIVE CO3.4K shares0.59%2026-03-312026-04-15

AN AUTONATION INC1.5K shares0.00%2026-03-312026-04-15

BSX BOSTON SCIENTIFIC CORP4.7K shares-12.55%2026-03-312026-04-15

Sponsored

IWV ISHARES TR783 shares0.00%2026-03-312026-04-15

GIS GENERAL MILLS INC7.7K shares-3.98%2026-03-312026-04-15

ALPS ETF TR ALPS ETF TR5.5K shares11.23%2026-03-312026-04-15

IJS ISHARES TR2.4K shares0.04%2026-03-312026-04-15

MTB M & T BK CORP1.4K shares0.15%2026-03-312026-04-15

EWJ ISHARES INC3.3K shares7.64%2026-03-312026-04-15

VUSB VANGUARD BD INDEX FDS5.6K shares0.00%2026-03-312026-04-15

ETG EATON VANCE TX ADV GLBL DIV13.7K shares0.00%2026-03-312026-04-15

Sponsored

IVE ISHARES TR1.3K sharesnew addition2026-03-312026-04-15

NFLX NETFLIX INC.2.8K shares16.47%2026-03-312026-04-15

AMD ADVANCED MICRO DEVICES INC1.3K shares-8.76%2026-03-312026-04-15

SCHV SCHWAB STRATEGIC TR8.8K shares10.63%2026-03-312026-04-15

POCT INNOVATOR ETFS TRUST6.2K shares-9.36%2026-03-312026-04-15

LMT LOCKHEED MARTIN CORP439 shares0.23%2026-03-312026-04-15

VDE VANGUARD WORLD FD1.5K sharesnew addition2026-03-312026-04-15

XMVM INVESCO EXCHANGE TRADED FD T4.0K shares0.00%2026-03-312026-04-15

Sponsored

SPMD SPDR SERIES TRUST4.3K shares-19.54%2026-03-312026-04-15

IUSG ISHARES TR1.7K shares37.46%2026-03-312026-04-15

EXG EATON VANCE TAX-MANAGED GLOB29.6K shares0.00%2026-03-312026-04-15

CSQ CALAMOS STRATEGIC TOTAL RETU15.0K shares0.38%2026-03-312026-04-15

IAGG ISHARES TR5.1K sharesnew addition2026-03-312026-04-15

CLOA BLACKROCK ETF TRUST II4.9K sharesnew addition2026-03-312026-04-15

BAI BLACKROCK ETF TRUST7.7K sharesnew addition2026-03-312026-04-15

XMMO INVESCO EXCHANGE TRADED FD T1.8K shares-41.27%2026-03-312026-04-15

Sponsored

WBD WARNER BROS DISCOVERY INC9.2K shares2.12%2026-03-312026-04-15

USRT ISHARES TR4.3K shares-2.00%2026-03-312026-04-15

SPYI NEOS ETF TRUST5.1K shares13.37%2026-03-312026-04-15

CALF PACER FDS TR5.6K shares-0.62%2026-03-312026-04-15

AVEM AMERICAN CENTY ETF TR3.1K sharesnew addition2026-03-312026-04-15

ISTB ISHARES TR5.1K shares1.85%2026-03-312026-04-15

BTAL AGF INVTS TR17.8K sharesnew addition2026-03-312026-04-15

MFC MANULIFE FINL CORP7.2K shares0.49%2026-03-312026-04-15

Sponsored

MDLZ MONDELEZ INTL INC4.3K shares0.12%2026-03-312026-04-15

FNDF SCHWAB STRATEGIC TR5.0K shares7.18%2026-03-312026-04-15

FCX FREEPORT MCMORAN INC4.2K shares0.07%2026-03-312026-04-15

CEF SPROTT ASSET MANAGEMENT LP5.1K shares4.07%2026-03-312026-04-15

CVLC MORGAN STANLEY ETF TRUST3.0K sharesnew addition2026-03-312026-04-15

SBUX STARBUCKS CORP2.7K shares8.28%2026-03-312026-04-15

JCI JOHNSON CONTROLS INTERNATION1.8K shares0.00%2026-03-312026-04-15

SPMO INVESCO EXCH TRADED FD TR II2.1K sharesnew addition2026-03-312026-04-15

Sponsored

WYNN WYNN RESORTS LTD2.4K shares0.00%2026-03-312026-04-15

ADX ADAMS DIVERSIFIED EQUITY FD10.8K shares0.00%2026-03-312026-04-15

ETV EATON VANCE TAX-MANAGED BUY-17.2K shares0.00%2026-03-312026-04-15

WELL WELLTOWER INC1.2K shares0.09%2026-03-312026-04-15

SCHW SCHWAB CHARLES CORP2.4K shares11.24%2026-03-312026-04-15

ITW ILLINOIS TOOL WKS INC877 shares-2.45%2026-03-312026-04-15

UNP UNION PAC CORP937 shares-0.43%2026-03-312026-04-15

TRMK TRUSTMARK CORP5.4K shares0.13%2026-03-312026-04-15

Sponsored

GGZ GABELLI GLOBAL SMALL & MID C14.9K shares4.03%2026-03-312026-04-15

NOBL PROSHARES TR2.1K shares0.05%2026-03-312026-04-15

VXUS VANGUARD STAR FDS2.9K shares-18.73%2026-03-312026-04-15

XLC SELECT SECTOR SPDR TR2.0K shares0.31%2026-03-312026-04-15

PFFA ETFIS SER TR I10.7K sharesnew addition2026-03-312026-04-15

THRO BLACKROCK ETF TRUST6.0K sharesnew addition2026-03-312026-04-15

TRV TRAVELERS COMPANIES INC745 shares0.00%2026-03-312026-04-15

AGG ISHARES TR2.2K shares-28.54%2026-03-312026-04-15

Sponsored

VANGUARD WELLESLEY INCOME FD VANGUARD WELLESLEY INCOME FD3.8K sharesnew addition2026-03-312026-04-15

MDY STATE STR SPDR S&P MIDCAP 40350 shares0.29%2026-03-312026-04-15

IJH ISHARES TR3.2K shares0.13%2026-03-312026-04-15

LVS LAS VEGAS SANDS CORP4.0K shares0.13%2026-03-312026-04-15

CGDG CAPITAL GROUP DIVIDEND GROWE6.0K shares0.00%2026-03-312026-04-15

GFEB FIRST TR EXCHNG TRADED FD VI5.2K shares0.00%2026-03-312026-04-15

XSMO INVESCO EXCHANGE TRADED FD T2.8K shares-36.64%2026-03-312026-04-15

YUM YUM BRANDS INC1.4K shares-5.39%2026-03-312026-04-15

Sponsored

ILCV ISHARES TR2.2K sharesnew addition2026-03-312026-04-15

CIBR FIRST TR EXCHANGE-TRADED FD3.3K shares5.40%2026-03-312026-04-15

VIGI VANGUARD WHITEHALL FDS2.3K shares0.47%2026-03-312026-04-15

KEY KEYCORP10.3K shares0.00%2026-03-312026-04-15

DFAS DIMENSIONAL ETF TRUST2.9K shares-27.27%2026-03-312026-04-15

CWST CASELLA WASTE SYS INC2.6K shares4.02%2026-03-312026-04-15

CLX CLOROX CO DEL2.0K sharesnew addition2026-03-312026-04-15

IJT ISHARES TR1.4K sharesnew addition2026-03-312026-04-15

Sponsored

EIX EDISON INTL2.8K sharesnew addition2026-03-312026-04-15

NKE NIKE INC3.8K shares4.23%2026-03-312026-04-15

PDT HANCOCK JOHN PREM DIVID FD13.3K sharesnew addition2026-03-312026-04-15

FOF COHEN & STEERS CLOSED-END11.5K shares0.29%2026-03-312026-04-15

MMU WESTERN ASSET MANAGED MUNS F12.0K shares0.41%2026-03-312026-04-15

PCF HIGH INCOME SECS FD22.3K shares-9.57%2026-03-312026-04-15

OIA INVESCO MUNI INCOME OPP TRST17.8K shares0.00%2026-03-312026-04-15

PLUG PLUG PWR INC33.5K shares0.00%2026-03-312026-04-15

Sponsored

USA LIBERTY ALL STAR EQUITY FD11.1K shares0.00%2026-03-312026-04-15

MFM MFS MUN INCOME TR10.3K shares0.00%2026-03-312026-04-15

TMQ TRILOGY METALS INC NEW12.2K shares0.00%2026-03-312026-04-15

VVR INVESCO SR INCOME TR12.6K shares1.34%2026-03-312026-04-15

PSEC PROSPECT CAP CORP15.5K shares2.18%2026-03-312026-04-15

NAK NORTHERN DYNASTY MINERALS LT25.0K shares0.00%2026-03-312026-04-15

MSFT

MICROSOFT CORP

-1.21%

Shares48.3K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

-0.26%

Shares59.8K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

14.56%

Shares24.2K

Event2026-03-31

Filed2026-04-15

SGOV

ISHARES TR

16.39%

Shares97.1K

Event2026-03-31

Filed2026-04-15

VEA

VANGUARD TAX-MANAGED FDS

36.34%

Shares149.4K

Event2026-03-31

Filed2026-04-15

VYM

VANGUARD WHITEHALL FDS

-0.52%

Shares63.8K

Event2026-03-31

Filed2026-04-15

JPST

J P MORGAN EXCHANGE TRADED F

28.93%

Shares142.0K

Event2026-03-31

Filed2026-04-15

JNJ

JOHNSON & JOHNSON

-1.43%

Shares25.9K

Event2026-03-31

Filed2026-04-15

VERIZON COMMUNICATIONS INC

-7.03%

Shares120.6K

Event2026-03-31

Filed2026-04-15

IBM

INTERNATIONAL BUSINESS MACHS

3.47%

Shares24.8K

Event2026-03-31

Filed2026-04-15

SCHG

SCHWAB STRATEGIC TR

-7.60%

Shares190.6K

Event2026-03-31

Filed2026-04-15

PROCTER & GAMBLE CO

0.00%

Shares38.2K

Event2026-03-31

Filed2026-04-15

FBND

FIDELITY MERRIMACK STR TR

0.75%

Shares115.2K

Event2026-03-31

Filed2026-04-15

IJR

ISHARES TR

4.66%

Shares41.8K

Event2026-03-31

Filed2026-04-15

BDYN

BLACKROCK ETF TRUST

-1.09%

Shares189.4K

Event2026-03-31

Filed2026-04-15

XOM

EXXON MOBIL CORP

-0.67%

Shares26.6K

Event2026-03-31

Filed2026-04-15

JEPI

J P MORGAN EXCHANGE TRADED F

-0.90%

Shares75.7K

Event2026-03-31

Filed2026-04-15

MGK

VANGUARD WORLD FD

1.52%

Shares11.1K

Event2026-03-31

Filed2026-04-15

SPTS

SPDR SERIES TRUST

4.70%

Shares134.3K

Event2026-03-31

Filed2026-04-15

CAT

CATERPILLAR INC

0.05%

Shares5.5K

Event2026-03-31

Filed2026-04-15

INVESCO QQQ TR

-7.10%

Shares6.4K

Event2026-03-31

Filed2026-04-15

VIOV

VANGUARD ADMIRAL FDS INC

10.59%

Shares35.2K

Event2026-03-31

Filed2026-04-15

FELG

FIDELITY COVINGTON TRUST

0.66%

Shares95.3K

Event2026-03-31

Filed2026-04-15

MGV

VANGUARD WORLD FD

3.03%

Shares24.4K

Event2026-03-31

Filed2026-04-15

CGDV

CAPITAL GROUP DIVIDEND VALUE

2.06%

Shares77.2K

Event2026-03-31

Filed2026-04-15

SPTL

SPDR SERIES TRUST

42.77%

Shares122.8K

Event2026-03-31

Filed2026-04-15

VTV

VANGUARD INDEX FDS

291.97%

Shares16.2K

Event2026-03-31

Filed2026-04-15

QQQM

INVESCO EXCH TRADED FD TR II

8.55%

Shares13.2K

Event2026-03-31

Filed2026-04-15

VWO

VANGUARD INTL EQUITY INDEX F

33.01%

Shares57.2K

Event2026-03-31

Filed2026-04-15

BND

VANGUARD BD INDEX FDS

262.13%

Shares41.7K

Event2026-03-31

Filed2026-04-15

BDVL

BLACKROCK ETF TRUST

-7.89%

Shares123.8K

Event2026-03-31

Filed2026-04-15

BSCR

INVESCO EXCH TRD SLF IDX FD

13.61%

Shares154.9K

Event2026-03-31

Filed2026-04-15

AVUS

AMERICAN CENTY ETF TR

-5.23%

Shares27.3K

Event2026-03-31

Filed2026-04-15

FELC

FIDELITY COVINGTON TRUST

0.17%

Shares80.5K

Event2026-03-31

Filed2026-04-15

AT&T INC

-0.53%

Shares100.8K

Event2026-03-31

Filed2026-04-15

SCHD

SCHWAB STRATEGIC TR

-0.35%

Shares95.1K

Event2026-03-31

Filed2026-04-15

GLD

SPDR GOLD TR

-2.65%

Shares6.7K

Event2026-03-31

Filed2026-04-15

BSCQ

INVESCO EXCH TRD SLF IDX FD

-0.44%

Shares144.2K

Event2026-03-31

Filed2026-04-15

BSCS

INVESCO EXCH TRD SLF IDX FD

22.30%

Shares137.2K

Event2026-03-31

Filed2026-04-15

VTI

VANGUARD INDEX FDS

-1.46%

Shares8.7K

Event2026-03-31

Filed2026-04-15

CVX

CHEVRON CORPORATION

-2.68%

Shares13.3K

Event2026-03-31

Filed2026-04-15

CGGO

CAPITAL GROUP GBL GROWTH EQT

4.75%

Shares80.6K

Event2026-03-31

Filed2026-04-15

SPTI

SPDR SERIES TRUST

-13.81%

Shares93.4K

Event2026-03-31

Filed2026-04-15

HOME DEPOT INC

-1.05%

Shares7.7K

Event2026-03-31

Filed2026-04-15

MERCK & CO INC

-1.17%

Shares20.9K

Event2026-03-31

Filed2026-04-15

JBND

J P MORGAN EXCHANGE TRADED F

11.00%

Shares46.0K

Event2026-03-31

Filed2026-04-15

COST

COSTCO WHOLESALE CORPORATION

-0.88%

Shares2.5K

Event2026-03-31

Filed2026-04-15

VIOO

VANGUARD ADMIRAL FDS INC

-0.48%

Shares21.2K

Event2026-03-31

Filed2026-04-15

BSCT

INVESCO EXCH TRD SLF IDX FD

36.30%

Shares130.1K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

82.04%

Shares9.2K

Event2026-03-31

Filed2026-04-15

ISHARES GOLD TR

-7.87%

Shares27.1K

Event2026-03-31

Filed2026-04-15

WMT

WALMART INC

-3.52%

Shares19.2K

Event2026-03-31

Filed2026-04-15

PFE

PFIZER INC

0.52%

Shares84.4K

Event2026-03-31

Filed2026-04-15

KMI

KINDER MORGAN INC DEL

-0.70%

Shares70.0K

Event2026-03-31

Filed2026-04-15

GDV

GABELLI DIVID & INCOME TR

2.39%

Shares86.1K

Event2026-03-31

Filed2026-04-15

BBUS

J P MORGAN EXCHANGE TRADED F

32.75%

Shares19.7K

Event2026-03-31

Filed2026-04-15

DON

WISDOMTREE TR

-0.42%

Shares43.1K

Event2026-03-31

Filed2026-04-15

OKE

ONEOK INC NEW

6.59%

Shares25.0K

Event2026-03-31

Filed2026-04-15

VUG

VANGUARD INDEX FDS

212.30%

Shares5.1K

Event2026-03-31

Filed2026-04-15

GQQQ

EA SERIES TRUST

1.81%

Shares75.5K

Event2026-03-31

Filed2026-04-15

COCA COLA CO

-2.56%

Shares28.4K

Event2026-03-31

Filed2026-04-15

AGGA

EA SERIES TRUST

2.98%

Shares84.7K

Event2026-03-31

Filed2026-04-15

ENERGY TRANSFER L P

-2.24%

Shares110.2K

Event2026-03-31

Filed2026-04-15

IFRA

ISHARES TR

-5.07%

Shares37.1K

Event2026-03-31

Filed2026-04-15

LVHI

LEGG MASON ETF INVT

-10.84%

Shares52.1K

Event2026-03-31

Filed2026-04-15

SPDW

SPDR INDEX SHS FDS

-2.55%

Shares46.2K

Event2026-03-31

Filed2026-04-15

AAAU

GOLDMAN SACHS PHYSICAL GOLD

4.59%

Shares45.3K

Event2026-03-31

Filed2026-04-15

ABBV

ABBVIE INC

-0.28%

Shares9.5K

Event2026-03-31

Filed2026-04-15

VYMI

VANGUARD WHITEHALL FDS

1.59%

Shares21.6K

Event2026-03-31

Filed2026-04-15

SPYM

SPDR SERIES TRUST

-11.43%

Shares26.6K

Event2026-03-31

Filed2026-04-15

TSLA

TESLA INC

1.28%

Shares5.5K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

11.81%

Shares9.6K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

-10.31%

Shares11.4K

Event2026-03-31

Filed2026-04-15

VIG

VANGUARD SPECIALIZED FUNDS

0.88%

Shares9.1K

Event2026-03-31

Filed2026-04-15

COMMUNITY BANCORP INC VT

New

Shares62.7K

Event2026-03-31

Filed2026-04-15

VNQ

VANGUARD INDEX FDS

80.76%

Shares21.9K

Event2026-03-31

Filed2026-04-15

ALTRIA GROUP INC

2.21%

Shares29.3K

Event2026-03-31

Filed2026-04-15

BERKSHIRE HATHAWAY INC DEL

-7.87%

Shares4.0K

Event2026-03-31

Filed2026-04-15

CCL

CARNIVAL CORP

-16.23%

Shares73.5K

Event2026-03-31

Filed2026-04-15

INVESCO EXCH TRADED FD TR II

-5.27%

Shares25.1K

Event2026-03-31

Filed2026-04-15

VSS

VANGUARD INTL EQUITY INDEX F

2.13%

Shares12.6K

Event2026-03-31

Filed2026-04-15

VTEB

VANGUARD MUN BD FDS

-5.51%

Shares36.6K

Event2026-03-31

Filed2026-04-15

IVV

ISHARES TR

74.07%

Shares2.7K

Event2026-03-31

Filed2026-04-15

CGCP

CAPITAL GRP FIXED INCM ETF T

4.60%

Shares77.0K

Event2026-03-31

Filed2026-04-15

FDVV

FIDELITY COVINGTON TRUST

-0.42%

Shares31.1K

Event2026-03-31

Filed2026-04-15

LLY

ELI LILLY & CO

-8.60%

Shares1.9K

Event2026-03-31

Filed2026-04-15

PHO

INVESCO EXCHANGE TRADED FD T

-7.68%

Shares25.5K

Event2026-03-31

Filed2026-04-15

KMB

KIMBERLY-CLARK CORP

-4.89%

Shares17.6K

Event2026-03-31

Filed2026-04-15

VHT

VANGUARD WORLD FD

-5.47%

Shares6.1K

Event2026-03-31

Filed2026-04-15

IEMG

ISHARES INC

12.31%

Shares23.7K

Event2026-03-31

Filed2026-04-15

INVESCO EXCHANGE TRADED FD T

45.57%

Shares8.6K

Event2026-03-31

Filed2026-04-15

XLI

SELECT SECTOR SPDR TR

-6.05%

Shares10.0K

Event2026-03-31

Filed2026-04-15

TLT

ISHARES TR

-11.40%

Shares18.6K

Event2026-03-31

Filed2026-04-15

SMH

VANECK ETF TRUST

4.06%

Shares4.2K

Event2026-03-31

Filed2026-04-15

AMGN

AMGEN INC

-1.54%

Shares4.5K

Event2026-03-31

Filed2026-04-15

PPI

INVESTMENT MANAGERS SER TR I

20.43%

Shares73.2K

Event2026-03-31

Filed2026-04-15

NVG

NUVEEN AMT FREE MUN CR INC F

19.79%

Shares122.5K

Event2026-03-31

Filed2026-04-15

BAC

BANK AMERICA CORP

-2.43%

Shares30.6K

Event2026-03-31

Filed2026-04-15

GE AEROSPACE

4.64%

Shares5.2K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

-7.16%

Shares5.1K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

0.40%

Shares5.1K

Event2026-03-31

Filed2026-04-15

BSCU

INVESCO EXCH TRD SLF IDX FD

42.90%

Shares84.9K

Event2026-03-31

Filed2026-04-15

QUAL

ISHARES TR

10.79%

Shares7.3K

Event2026-03-31

Filed2026-04-15

JPM

JPMORGAN CHASE & CO

-0.55%

Shares4.7K

Event2026-03-31

Filed2026-04-15

XLF

SELECT SECTOR SPDR TR

-13.51%

Shares27.8K

Event2026-03-31

Filed2026-04-15

SPGI

S&P GLOBAL INC

-0.12%

Shares3.2K

Event2026-03-31

Filed2026-04-15

BARRICK MNG CORP

0.05%

Shares33.1K

Event2026-03-31

Filed2026-04-15

NEM

NEWMONT CORP

-0.12%

Shares12.3K

Event2026-03-31

Filed2026-04-15

META

META PLATFORMS INC

-15.96%

Shares2.3K

Event2026-03-31

Filed2026-04-15

XLK

SELECT SECTOR SPDR TR

-8.20%

Shares9.8K

Event2026-03-31

Filed2026-04-15

VBR

VANGUARD INDEX FDS

3.15%

Shares5.7K

Event2026-03-31

Filed2026-04-15

IEUR

ISHARES TR

-12.31%

Shares17.4K

Event2026-03-31

Filed2026-04-15

IEFA

ISHARES TR

29.13%

Shares13.5K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

-1.90%

Shares4.1K

Event2026-03-31

Filed2026-04-15

VANGUARD INTL EQUITY INDEX F

8.77%

Shares8.8K

Event2026-03-31

Filed2026-04-15

NEA

NUVEEN AMT FREE QLTY MUN INC

3.21%

Shares108.1K

Event2026-03-31

Filed2026-04-15

COWZ

PACER FDS TR

-4.66%

Shares19.3K

Event2026-03-31

Filed2026-04-15

LQD

ISHARES TR

4.51%

Shares11.1K

Event2026-03-31

Filed2026-04-15

DIVI

FRANKLIN TEMPLETON ETF TR

35.70%

Shares29.3K

Event2026-03-31

Filed2026-04-15

VOT

VANGUARD INDEX FDS

1.25%

Shares4.5K

Event2026-03-31

Filed2026-04-15

MDYV

SPDR SERIES TRUST

48.46%

Shares13.6K

Event2026-03-31

Filed2026-04-15

VPU

VANGUARD WORLD FD

-1.83%

Shares5.8K

Event2026-03-31

Filed2026-04-15

DMBS

DOUBLELINE ETF TRUST

37.74%

Shares23.2K

Event2026-03-31

Filed2026-04-15

BILZ

PIMCO ETF TR

88.80%

Shares11.3K

Event2026-03-31

Filed2026-04-15

BNDX

VANGUARD CHARLOTTE FDS

New

Shares23.7K

Event2026-03-31

Filed2026-04-15

FBTC

FIDELITY WISE ORIGIN BITCOIN

7.79%

Shares19.2K

Event2026-03-31

Filed2026-04-15

ROE

EA SERIES TRUST

7.17%

Shares31.3K

Event2026-03-31

Filed2026-04-15

DGRW

WISDOMTREE TR

-5.11%

Shares12.6K

Event2026-03-31

Filed2026-04-15

CGGR

CAPITAL GROUP GROWTH ETF

5.34%

Shares27.5K

Event2026-03-31

Filed2026-04-15

TORONTO DOMINION BK ONT

0.05%

Shares11.4K

Event2026-03-31

Filed2026-04-15

SOUTHERN CO

-0.08%

Shares10.8K

Event2026-03-31

Filed2026-04-15

MCD

MCDONALDS CORP

-4.13%

Shares3.3K

Event2026-03-31

Filed2026-04-15

NZF

NUVEEN MUN CR INCOME FD

32.50%

Shares83.5K

Event2026-03-31

Filed2026-04-15

SHV

ISHARES TR

47.68%

Shares9.1K

Event2026-03-31

Filed2026-04-15

BHB

BAR HBR BANKSHARES

0.00%

Shares30.6K

Event2026-03-31

Filed2026-04-15

BINC

BLACKROCK ETF TRUST II

34.18%

Shares18.9K

Event2026-03-31

Filed2026-04-15

VCIT

VANGUARD SCOTTSDALE FDS

New

Shares11.7K

Event2026-03-31

Filed2026-04-15

ITA

ISHARES TR

2.12%

Shares4.4K

Event2026-03-31

Filed2026-04-15

VGSH

VANGUARD SCOTTSDALE FDS

New

Shares16.3K

Event2026-03-31

Filed2026-04-15

MTUM

ISHARES TR

1.30%

Shares4.0K

Event2026-03-31

Filed2026-04-15

INMU

BLACKROCK ETF TRUST II

New

Shares39.7K

Event2026-03-31

Filed2026-04-15

XLU

SELECT SECTOR SPDR TR

-2.27%

Shares20.5K

Event2026-03-31

Filed2026-04-15

ENB

ENBRIDGE INC

3.16%

Shares17.2K

Event2026-03-31

Filed2026-04-15

NAD

NUVEEN QUALITY MUNCP INCOME

0.59%

Shares79.6K

Event2026-03-31

Filed2026-04-15

SPY

STATE STR SPDR S&P 500 ETF T

0.07%

Shares1.4K

Event2026-03-31

Filed2026-04-15

GEV

GE VERNOVA INC

6.26%

Shares1.0K

Event2026-03-31

Filed2026-04-15

DEERE & CO

-14.84%

Shares1.6K

Event2026-03-31

Filed2026-04-15

BANK NEW YORK MELLON CORP

-4.39%

Shares7.4K

Event2026-03-31

Filed2026-04-15

IMCG

ISHARES TR

87.32%

Shares10.8K

Event2026-03-31

Filed2026-04-15

GLW

CORNING INC

11.94%

Shares6.2K

Event2026-03-31

Filed2026-04-15

EFV

ISHARES TR

103.48%

Shares11.2K

Event2026-03-31

Filed2026-04-15

BOEING CO

1.76%

Shares4.1K

Event2026-03-31

Filed2026-04-15

PYLD

PIMCO ETF TR

27.66%

Shares30.2K

Event2026-03-31

Filed2026-04-15

WPM

WHEATON PRECIOUS METALS CORP

-8.72%

Shares6.0K

Event2026-03-31

Filed2026-04-15

SPSM

SPDR SERIES TRUST

-3.01%

Shares16.2K

Event2026-03-31

Filed2026-04-15

TRANE TECHNOLOGIES PLC

-12.27%

Shares1.8K

Event2026-03-31

Filed2026-04-15

DUKE ENERGY CORP NEW

0.09%

Shares5.7K

Event2026-03-31

Filed2026-04-15

MICRON TECHNOLOGY INC

0.38%

Shares2.1K

Event2026-03-31

Filed2026-04-15

SUSA

ISHARES TR

-3.59%

Shares5.4K

Event2026-03-31

Filed2026-04-15

JEPQ

J P MORGAN EXCHANGE TRADED F

2.13%

Shares12.5K

Event2026-03-31

Filed2026-04-15

VGT

VANGUARD WORLD FD

0.41%

Shares991

Event2026-03-31

Filed2026-04-15

CSCO

CISCO SYS INC

0.10%

Shares8.9K

Event2026-03-31

Filed2026-04-15

HDV

ISHARES TR

19.93%

Shares5.0K

Event2026-03-31

Filed2026-04-15

PSA

PUBLIC STORAGE OPER CO

-3.90%

Shares2.4K

Event2026-03-31

Filed2026-04-15

VOE

VANGUARD INDEX FDS

18.23%

Shares3.5K

Event2026-03-31

Filed2026-04-15

MBB

ISHARES TR

-14.32%

Shares6.9K

Event2026-03-31

Filed2026-04-15

IVW

ISHARES TR

59.01%

Shares5.8K

Event2026-03-31

Filed2026-04-15

TFPM

TRIPLE FLAG PRECIOUS METAL

New

Shares18.5K

Event2026-03-31

Filed2026-04-15

AXON

AXON ENTERPRISE INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-15

IBMR

ISHARES TR

New

Shares25.0K

Event2026-03-31

Filed2026-04-15

FORD MTR CO

5.68%

Shares54.6K

Event2026-03-31

Filed2026-04-15

XLE

SELECT SECTOR SPDR TR

-4.43%

Shares10.2K

Event2026-03-31

Filed2026-04-15

VBK

VANGUARD INDEX FDS

1.92%

Shares2.1K

Event2026-03-31

Filed2026-04-15

TJX

TJX COS INC NEW

0.83%

Shares3.9K

Event2026-03-31

Filed2026-04-15

BILS

SPDR SERIES TRUST

-31.95%

Shares6.2K

Event2026-03-31

Filed2026-04-15

XLV

SELECT SECTOR SPDR TR

-19.56%

Shares4.2K

Event2026-03-31

Filed2026-04-15

IBMQ

ISHARES TR

189.87%

Shares23.9K

Event2026-03-31

Filed2026-04-15

CITIGROUP INC

0.22%

Shares5.4K

Event2026-03-31

Filed2026-04-15

CGUS

CAPITAL GROUP CORE EQUITY ET

5.88%

Shares15.7K

Event2026-03-31

Filed2026-04-15

PHILIP MORRIS INTL INC

-4.24%

Shares3.6K

Event2026-03-31

Filed2026-04-15

CVS

CVS HEALTH CORP

0.30%

Shares8.3K

Event2026-03-31

Filed2026-04-15

ACWX

ISHARES TR

92.34%

Shares8.6K

Event2026-03-31

Filed2026-04-15

DYNF

BLACKROCK ETF TRUST

70.62%

Shares10.1K

Event2026-03-31

Filed2026-04-15

VISA INC

75.83%

Shares1.9K

Event2026-03-31

Filed2026-04-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-17.26%

Shares1.7K

Event2026-03-31

Filed2026-04-15

DAL

DELTA AIR LINES INC

0.11%

Shares8.8K

Event2026-03-31

Filed2026-04-15

VOOV

VANGUARD ADMIRAL FDS INC

0.14%

Shares2.9K

Event2026-03-31

Filed2026-04-15

MUB

ISHARES TR

New

Shares5.5K

Event2026-03-31

Filed2026-04-15

DIS

DISNEY WALT CO

-0.79%

Shares5.9K

Event2026-03-31

Filed2026-04-15

EMR

EMERSON ELEC CO

-4.70%

Shares4.3K

Event2026-03-31

Filed2026-04-15

TPYP

TORTOISE CAPITAL SERIES TRUS

-5.03%

Shares13.3K

Event2026-03-31

Filed2026-04-15

RTX

RTX CORPORATION

-7.39%

Shares2.9K

Event2026-03-31

Filed2026-04-15

GOVT

ISHARES TR

New

Shares24.1K

Event2026-03-31

Filed2026-04-15

RSPA

INVESCO ACTIVELY MANAGED EXC

5.97%

Shares11.1K

Event2026-03-31

Filed2026-04-15

PLTR

PALANTIR TECHNOLOGIES INC

13.32%

Shares3.8K

Event2026-03-31

Filed2026-04-15

BNS

BANK NOVA SCOTIA B C

-0.27%

Shares7.9K

Event2026-03-31

Filed2026-04-15

BMO

BANK MONTREAL MEDIUM

0.15%

Shares4.0K

Event2026-03-31

Filed2026-04-15

LOW

LOWES COS INC

-5.08%

Shares2.3K

Event2026-03-31

Filed2026-04-15

IBMP

ISHARES TR

New

Shares21.1K

Event2026-03-31

Filed2026-04-15

IBMO

ISHARES TR

New

Shares20.9K

Event2026-03-31

Filed2026-04-15

EVT

EATON VANCE TAX ADVT DIV INC

0.00%

Shares21.8K

Event2026-03-31

Filed2026-04-15

SPYV

SPDR SERIES TRUST

44.89%

Shares9.4K

Event2026-03-31

Filed2026-04-15

DGRO

ISHARES TR

4.81%

Shares7.6K

Event2026-03-31

Filed2026-04-15

ESGV

VANGUARD WORLD FD

-3.27%

Shares4.6K

Event2026-03-31

Filed2026-04-15

WESTERN UN CO

-23.67%

Shares59.6K

Event2026-03-31

Filed2026-04-15

PEP

PEPSICO INC

-5.58%

Shares3.3K

Event2026-03-31

Filed2026-04-15

HON

HONEYWELL INTL INC

0.04%

Shares2.3K

Event2026-03-31

Filed2026-04-15

RING

ISHARES INC

-6.05%

Shares6.3K

Event2026-03-31

Filed2026-04-15

IBMS

ISHARES TR

New

Shares19.4K

Event2026-03-31

Filed2026-04-15

PTLC

PACER FDS TR

0.00%

Shares9.4K

Event2026-03-31

Filed2026-04-15

TLH

ISHARES TR

-11.26%

Shares4.8K

Event2026-03-31

Filed2026-04-15

COP

CONOCOPHILLIPS

-4.92%

Shares3.7K

Event2026-03-31

Filed2026-04-15

AXP

AMERICAN EXPRESS CO

-1.48%

Shares1.6K

Event2026-03-31

Filed2026-04-15

EPD

ENTERPRISE PRODS PARTNERS L

5.87%

Shares12.6K

Event2026-03-31

Filed2026-04-15

XLY

SELECT SECTOR SPDR TR

-5.12%

Shares4.4K

Event2026-03-31

Filed2026-04-15

BSMT

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares20.6K

Event2026-03-31

Filed2026-04-15

AIG

AMERICAN INTL GROUP INC

0.58%

Shares6.2K

Event2026-03-31

Filed2026-04-15

DFSV

DIMENSIONAL ETF TRUST

New

Shares13.4K

Event2026-03-31

Filed2026-04-15

SCHQ

SCHWAB STRATEGIC TR

-27.81%

Shares14.9K

Event2026-03-31

Filed2026-04-15

WFC

WELLS FARGO & CO

-0.12%

Shares5.9K

Event2026-03-31

Filed2026-04-15

GLDM

WORLD GOLD TR

-2.04%

Shares5.0K

Event2026-03-31

Filed2026-04-15

SCHA

SCHWAB STRATEGIC TR

-12.37%

Shares15.9K

Event2026-03-31

Filed2026-04-15

ALLW

SSGA ACTIVE TR

-36.93%

Shares16.0K

Event2026-03-31

Filed2026-04-15

HIMU

BLACKROCK ETF TRUST II

New

Shares9.4K

Event2026-03-31

Filed2026-04-15

UPS

UNITED PARCEL SVCS INC

3.26%

Shares4.6K

Event2026-03-31

Filed2026-04-15

SHEL

SHELL PLC

-3.98%

Shares4.8K

Event2026-03-31

Filed2026-04-15

NEE

NEXTERA ENERGY INC

0.23%

Shares4.8K

Event2026-03-31

Filed2026-04-15

VIOG

VANGUARD ADMIRAL FDS INC

28.56%

Shares3.5K

Event2026-03-31

Filed2026-04-15

SURE

ADVISORSHARES TR

-10.79%

Shares3.4K

Event2026-03-31

Filed2026-04-15

USMV

ISHARES TR

-9.15%

Shares4.7K

Event2026-03-31

Filed2026-04-15

SILA

SILA REALTY TRUST INC

-0.19%

Shares17.8K

Event2026-03-31

Filed2026-04-15

ITOT

ISHARES TR

12.92%

Shares3.0K

Event2026-03-31

Filed2026-04-15

HSY

HERSHEY CO

0.10%

Shares2.0K

Event2026-03-31

Filed2026-04-15

MMM

3M CO

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-15

VGK

VANGUARD INTL EQUITY INDEX F

18.22%

Shares5.0K

Event2026-03-31

Filed2026-04-15

IEF

ISHARES TR

New

Shares4.3K

Event2026-03-31

Filed2026-04-15

VLUE

ISHARES TR

New

Shares2.9K

Event2026-03-31

Filed2026-04-15

TIP

ISHARES TR

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-15

SPYG

SPDR SERIES TRUST

-25.19%

Shares4.1K

Event2026-03-31

Filed2026-04-15

ORCL

ORACLE CORP

4.07%

Shares2.7K

Event2026-03-31

Filed2026-04-15

WASTE MGMT INC DEL

-18.58%

Shares1.7K

Event2026-03-31

Filed2026-04-15

VLO

VALERO ENERGY CORP

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-15

BMY

BRISTOL-MYERS SQUIBB CO

-5.74%

Shares6.4K

Event2026-03-31

Filed2026-04-15

COF

CAPITAL ONE FINL CORP

-1.49%

Shares2.1K

Event2026-03-31

Filed2026-04-15

KBWB

INVESCO EXCH TRADED FD TR II

41.51%

Shares4.8K

Event2026-03-31

Filed2026-04-15

FLRN

SPDR SERIES TRUST

0.00%

Shares12.4K

Event2026-03-31

Filed2026-04-15

XLSR

SSGA ACTIVE TR

0.03%

Shares6.6K

Event2026-03-31

Filed2026-04-15

RTRE

COLLABORATIVE INVESTMNT SER

26.27%

Shares14.8K

Event2026-03-31

Filed2026-04-15

IDEV

ISHARES TR

2.54%

Shares4.4K

Event2026-03-31

Filed2026-04-15

MPC

MARATHON PETE CORP

-11.19%

Shares1.5K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

-8.45%

Shares1.2K

Event2026-03-31

Filed2026-04-15

BSMQ

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares14.9K

Event2026-03-31

Filed2026-04-15

MEDTRONIC PLC

-6.88%

Shares4.0K

Event2026-03-31

Filed2026-04-15

REALTY INCOME CORP

4.95%

Shares5.7K

Event2026-03-31

Filed2026-04-15

BSMR

INVESCO EXCH TRD SLF IDX FD

0.04%

Shares14.6K

Event2026-03-31

Filed2026-04-15

MINT

PIMCO ETF TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-15

NMAI

NUVEEN MULTI ASSET INCOME FU

0.00%

Shares27.5K

Event2026-03-31

Filed2026-04-15

GILD

GILEAD SCIENCES INC

0.25%

Shares2.4K

Event2026-03-31

Filed2026-04-15

BSCV

INVESCO EXCH TRD SLF IDX FD

71.99%

Shares20.6K

Event2026-03-31

Filed2026-04-15

CANADIAN IMPERIAL BANK OF CO

0.14%

Shares3.6K

Event2026-03-31

Filed2026-04-15

GENERAL DYNAMICS CORP

-9.18%

Shares989

Event2026-03-31

Filed2026-04-15

BP PLC

-28.54%

Shares7.2K

Event2026-03-31

Filed2026-04-15

IXUS

ISHARES TR

10.39%

Shares3.9K

Event2026-03-31

Filed2026-04-15

TFC

TRUIST FINL CORP

1.87%

Shares7.2K

Event2026-03-31

Filed2026-04-15

CORO

BLACKROCK ETF TRUST

New

Shares10.2K

Event2026-03-31

Filed2026-04-15

IWX

ISHARES TR

0.63%

Shares3.5K

Event2026-03-31

Filed2026-04-15

DVY

ISHARES TR

0.33%

Shares2.1K

Event2026-03-31

Filed2026-04-15

XSVM

INVESCO EXCHANGE TRADED FD T

0.15%

Shares5.4K

Event2026-03-31

Filed2026-04-15

JCPB

J P MORGAN EXCHANGE TRADED F

11.56%

Shares6.9K

Event2026-03-31

Filed2026-04-15

SLV

ISHARES SILVER TR

10.79%

Shares4.8K

Event2026-03-31

Filed2026-04-15

BROADCOM INC

1.46%

Shares1.0K

Event2026-03-31

Filed2026-04-15

IBIT

ISHARES BITCOIN TRUST ETF

15.91%

Shares8.4K

Event2026-03-31

Filed2026-04-15

BSMS

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares13.7K

Event2026-03-31

Filed2026-04-15

QCOM

QUALCOMM INC

-0.52%

Shares2.5K

Event2026-03-31

Filed2026-04-15

ADI

ANALOG DEVICES INC

-1.39%

Shares994

Event2026-03-31

Filed2026-04-15

INTC

INTEL CORP

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-15

UUUU

ENERGY FUELS INC

0.00%

Shares17.2K

Event2026-03-31

Filed2026-04-15

IEI

ISHARES TR

12.01%

Shares2.6K

Event2026-03-31

Filed2026-04-15

BLACKROCK INC

0.00%

Shares322

Event2026-03-31

Filed2026-04-15

BLACKSTONE INC

-6.60%

Shares2.7K

Event2026-03-31

Filed2026-04-15

FDX

FEDEX CORP

0.00%

Shares860

Event2026-03-31

Filed2026-04-15

PRU

PRUDENTIAL FINL INC

1.11%

Shares3.1K

Event2026-03-31

Filed2026-04-15

MORGAN STANLEY

-7.31%

Shares1.8K

Event2026-03-31

Filed2026-04-15

POWR

ISHARES INC

New

Shares11.3K

Event2026-03-31

Filed2026-04-15

OSK

OSHKOSH CORP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-15

COLGATE PALMOLIVE CO

0.59%

Shares3.4K

Event2026-03-31

Filed2026-04-15

AUTONATION INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-15

BSX

BOSTON SCIENTIFIC CORP

-12.55%

Shares4.7K

Event2026-03-31

Filed2026-04-15

IWV

ISHARES TR

0.00%

Shares783

Event2026-03-31

Filed2026-04-15

GIS

GENERAL MILLS INC

-3.98%

Shares7.7K

Event2026-03-31

Filed2026-04-15

ALPS ETF TR

11.23%

Shares5.5K

Event2026-03-31

Filed2026-04-15

IJS

ISHARES TR

0.04%

Shares2.4K

Event2026-03-31

Filed2026-04-15

MTB

M & T BK CORP

0.15%

Shares1.4K

Event2026-03-31

Filed2026-04-15

EWJ

ISHARES INC

7.64%

Shares3.3K

Event2026-03-31

Filed2026-04-15

VUSB

VANGUARD BD INDEX FDS

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-15

ETG

EATON VANCE TX ADV GLBL DIV

0.00%

Shares13.7K

Event2026-03-31

Filed2026-04-15

IVE

ISHARES TR

New

Shares1.3K

Event2026-03-31

Filed2026-04-15

NFLX

NETFLIX INC.

16.47%

Shares2.8K

Event2026-03-31

Filed2026-04-15

AMD

ADVANCED MICRO DEVICES INC

-8.76%

Shares1.3K

Event2026-03-31

Filed2026-04-15

SCHV

SCHWAB STRATEGIC TR

10.63%

Shares8.8K

Event2026-03-31

Filed2026-04-15

POCT

INNOVATOR ETFS TRUST

-9.36%

Shares6.2K

Event2026-03-31

Filed2026-04-15

LMT

LOCKHEED MARTIN CORP

0.23%

Shares439

Event2026-03-31

Filed2026-04-15

VDE

VANGUARD WORLD FD

New

Shares1.5K

Event2026-03-31

Filed2026-04-15

XMVM

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-15

SPMD

SPDR SERIES TRUST

-19.54%

Shares4.3K

Event2026-03-31

Filed2026-04-15

IUSG

ISHARES TR

37.46%

Shares1.7K

Event2026-03-31

Filed2026-04-15

EXG

EATON VANCE TAX-MANAGED GLOB

0.00%

Shares29.6K

Event2026-03-31

Filed2026-04-15

CSQ

CALAMOS STRATEGIC TOTAL RETU

0.38%

Shares15.0K

Event2026-03-31

Filed2026-04-15

IAGG

ISHARES TR

New

Shares5.1K

Event2026-03-31

Filed2026-04-15

CLOA

BLACKROCK ETF TRUST II

New

Shares4.9K

Event2026-03-31

Filed2026-04-15

BAI

BLACKROCK ETF TRUST

New

Shares7.7K

Event2026-03-31

Filed2026-04-15

XMMO

INVESCO EXCHANGE TRADED FD T

-41.27%

Shares1.8K

Event2026-03-31

Filed2026-04-15

WBD

WARNER BROS DISCOVERY INC

2.12%

Shares9.2K

Event2026-03-31

Filed2026-04-15

USRT

ISHARES TR

-2.00%

Shares4.3K

Event2026-03-31

Filed2026-04-15

SPYI

NEOS ETF TRUST

13.37%

Shares5.1K

Event2026-03-31

Filed2026-04-15

CALF

PACER FDS TR

-0.62%

Shares5.6K

Event2026-03-31

Filed2026-04-15

AVEM

AMERICAN CENTY ETF TR

New

Shares3.1K

Event2026-03-31

Filed2026-04-15

ISTB

ISHARES TR

1.85%

Shares5.1K

Event2026-03-31

Filed2026-04-15

BTAL

AGF INVTS TR

New

Shares17.8K

Event2026-03-31

Filed2026-04-15

MFC

MANULIFE FINL CORP

0.49%

Shares7.2K

Event2026-03-31

Filed2026-04-15

MDLZ

MONDELEZ INTL INC

0.12%

Shares4.3K

Event2026-03-31

Filed2026-04-15

FNDF

SCHWAB STRATEGIC TR

7.18%

Shares5.0K

Event2026-03-31

Filed2026-04-15

FCX

FREEPORT MCMORAN INC

0.07%

Shares4.2K

Event2026-03-31

Filed2026-04-15

CEF

SPROTT ASSET MANAGEMENT LP

4.07%

Shares5.1K

Event2026-03-31

Filed2026-04-15

CVLC

MORGAN STANLEY ETF TRUST

New

Shares3.0K

Event2026-03-31

Filed2026-04-15

SBUX

STARBUCKS CORP

8.28%

Shares2.7K

Event2026-03-31

Filed2026-04-15

JCI

JOHNSON CONTROLS INTERNATION

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-15

SPMO

INVESCO EXCH TRADED FD TR II

New

Shares2.1K

Event2026-03-31

Filed2026-04-15

WYNN

WYNN RESORTS LTD

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-15

ADX

ADAMS DIVERSIFIED EQUITY FD

0.00%

Shares10.8K

Event2026-03-31

Filed2026-04-15

ETV

EATON VANCE TAX-MANAGED BUY-

0.00%

Shares17.2K

Event2026-03-31

Filed2026-04-15

WELL

WELLTOWER INC

0.09%

Shares1.2K

Event2026-03-31

Filed2026-04-15

SCHW

SCHWAB CHARLES CORP

11.24%

Shares2.4K

Event2026-03-31

Filed2026-04-15

ITW

ILLINOIS TOOL WKS INC

-2.45%

Shares877

Event2026-03-31

Filed2026-04-15

UNP

UNION PAC CORP

-0.43%

Shares937

Event2026-03-31

Filed2026-04-15

TRMK

TRUSTMARK CORP

0.13%

Shares5.4K

Event2026-03-31

Filed2026-04-15

GGZ

GABELLI GLOBAL SMALL & MID C

4.03%

Shares14.9K

Event2026-03-31

Filed2026-04-15

NOBL

PROSHARES TR

0.05%

Shares2.1K

Event2026-03-31

Filed2026-04-15

VXUS

VANGUARD STAR FDS

-18.73%

Shares2.9K

Event2026-03-31

Filed2026-04-15

XLC

SELECT SECTOR SPDR TR

0.31%

Shares2.0K

Event2026-03-31

Filed2026-04-15

PFFA

ETFIS SER TR I

New

Shares10.7K

Event2026-03-31

Filed2026-04-15

THRO

BLACKROCK ETF TRUST

New

Shares6.0K

Event2026-03-31

Filed2026-04-15

TRV

TRAVELERS COMPANIES INC

0.00%

Shares745

Event2026-03-31

Filed2026-04-15

AGG

ISHARES TR

-28.54%

Shares2.2K

Event2026-03-31

Filed2026-04-15

VANGUARD WELLESLEY INCOME FD

New

Shares3.8K

Event2026-03-31

Filed2026-04-15

MDY

STATE STR SPDR S&P MIDCAP 40

0.29%

Shares350

Event2026-03-31

Filed2026-04-15

IJH

ISHARES TR

0.13%

Shares3.2K

Event2026-03-31

Filed2026-04-15

LVS

LAS VEGAS SANDS CORP

0.13%

Shares4.0K

Event2026-03-31

Filed2026-04-15

CGDG

CAPITAL GROUP DIVIDEND GROWE

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-15

GFEB

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-15

XSMO

INVESCO EXCHANGE TRADED FD T

-36.64%

Shares2.8K

Event2026-03-31

Filed2026-04-15

YUM

YUM BRANDS INC

-5.39%

Shares1.4K

Event2026-03-31

Filed2026-04-15

ILCV

ISHARES TR

New

Shares2.2K

Event2026-03-31

Filed2026-04-15

CIBR

FIRST TR EXCHANGE-TRADED FD

5.40%

Shares3.3K

Event2026-03-31

Filed2026-04-15

VIGI

VANGUARD WHITEHALL FDS

0.47%

Shares2.3K

Event2026-03-31

Filed2026-04-15

KEY

KEYCORP

0.00%

Shares10.3K

Event2026-03-31

Filed2026-04-15

DFAS

DIMENSIONAL ETF TRUST

-27.27%

Shares2.9K

Event2026-03-31

Filed2026-04-15

CWST

CASELLA WASTE SYS INC

4.02%

Shares2.6K

Event2026-03-31

Filed2026-04-15

CLX

CLOROX CO DEL

New

Shares2.0K

Event2026-03-31

Filed2026-04-15

IJT

ISHARES TR

New

Shares1.4K

Event2026-03-31

Filed2026-04-15

EIX

EDISON INTL

New

Shares2.8K

Event2026-03-31

Filed2026-04-15

NKE

NIKE INC

4.23%

Shares3.8K

Event2026-03-31

Filed2026-04-15

PDT

HANCOCK JOHN PREM DIVID FD

New

Shares13.3K

Event2026-03-31

Filed2026-04-15

FOF

COHEN & STEERS CLOSED-END

0.29%

Shares11.5K

Event2026-03-31

Filed2026-04-15

MMU

WESTERN ASSET MANAGED MUNS F

0.41%

Shares12.0K

Event2026-03-31

Filed2026-04-15

PCF

HIGH INCOME SECS FD

-9.57%

Shares22.3K

Event2026-03-31

Filed2026-04-15

OIA

INVESCO MUNI INCOME OPP TRST

0.00%

Shares17.8K

Event2026-03-31

Filed2026-04-15

PLUG

PLUG PWR INC

0.00%

Shares33.5K

Event2026-03-31

Filed2026-04-15

USA

LIBERTY ALL STAR EQUITY FD

0.00%

Shares11.1K

Event2026-03-31

Filed2026-04-15

MFM

MFS MUN INCOME TR

0.00%

Shares10.3K

Event2026-03-31

Filed2026-04-15

TMQ

TRILOGY METALS INC NEW

0.00%

Shares12.2K

Event2026-03-31

Filed2026-04-15

VVR

INVESCO SR INCOME TR

1.34%

Shares12.6K

Event2026-03-31

Filed2026-04-15

PSEC

PROSPECT CAP CORP

2.18%

Shares15.5K

Event2026-03-31

Filed2026-04-15

NAK

NORTHERN DYNASTY MINERALS LT

0.00%

Shares25.0K

Event2026-03-31

Filed2026-04-15

Call Option Holdings

STATE STR SPDR S&P 500 ETF T Call CallSTATE STR SPDR S&P 500 ETF T4.0K shares0.00%2026-03-312026-04-15

STATE STR SPDR S&P 500 ETF T Call

STATE STR SPDR S&P 500 ETF T

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-15

Put Option Holdings

HOME DEPOT INC Put PutHOME DEPOT INC4.6K shares0.00%2026-03-312026-04-15

S&P GLOBAL INC Put PutS&P GLOBAL INC2.8K sharesnew addition2026-03-312026-04-15

HOME DEPOT INC Put

HOME DEPOT INC

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-15

S&P GLOBAL INC Put

S&P GLOBAL INC

New

Shares2.8K

Event2026-03-31

Filed2026-04-15