Sponsored
The Analysis of SOA Wealth Advisors, LLC.'s Holdings & P&L
Currently, SOA Wealth Advisors, LLC. holds 867 types of securities in its portfolio with a total value $529.8M. In the most recent quarter, they have increased their positions in EFA (+7.8K shares, valued at $754.5K), GRNY (+31.1K shares, valued at $741.3K), AOR (+8.3K shares, valued at $534.5K); decreased their positions in IWY (-43.3K shares, valued at $10.8M), AAPL (-16.9K shares, valued at $3.6M), YSEP (-86.2K shares, valued at $2.3M); initiated new positions in ARES (+1.0K shares, valued at $110.5K), JEPQ (+1.7K shares, valued at $93.2K), TPL (+174 shares, valued at $82.6K).
1M P&L
-8.2M-0.81%
3M P&L
-26.4M-2.54%
HY P&L
+26.7M+2.72%
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/A337.1M
64.3%
2Consumer Electronics61.4M
11.7%
3Semiconductors26.9M
5.1%
Top Industries by Stock Count
1N/A355 stocks
44.4%
2Software - Application18 stocks
2.3%
3Software - Infrastructure16 stocks
2.0%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW16.7K shares-4.86%2026-03-312026-05-20
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YSEP FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPTEMBER90.2K shares-48.86%2026-03-312026-05-20
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Sponsored
Sponsored
Sponsored
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Sponsored
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YDEC FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - DECEMBER9.5K shares-23.26%2026-03-312026-05-20
Sponsored
Sponsored
Sponsored
Sponsored
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ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A539 shares0.00%2026-03-312026-05-20
Sponsored
Sponsored
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Sponsored
INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF303 shares0.00%2026-03-312026-05-20
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
SUPER MICRO COMPUTER INC COM NEW SUPER MICRO COMPUTER INC COM NEW2.0K shares0.00%2026-03-312026-05-20
Sponsored
Sponsored
Sponsored
Sponsored
VODAFONE GROUP PLC SPONSORED ADR VODAFONE GROUP PLC SPONSORED ADR2.4K shares0.00%2026-03-312026-05-20
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Sponsored
AAPL
-6.40%APPLE INC COM
Shares247.5K
Event2026-03-31
Filed2026-05-20
IWY
-17.31%ISHARES RUSSELL TOP 200 GROWTH ETF
Shares206.9K
Event2026-03-31
Filed2026-05-20
VANGUARD S&P 500 ETF
-5.74%VANGUARD S&P 500 ETF
Shares50.0K
Event2026-03-31
Filed2026-05-20
NVDA
0.49%NVIDIA CORPORATION COM
Shares160.5K
Event2026-03-31
Filed2026-05-20
VOE
0.28%VANGUARD MID-CAP VALUE ETF
Shares80.4K
Event2026-03-31
Filed2026-05-20
FNDF
-0.24%SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
Shares279.6K
Event2026-03-31
Filed2026-05-20
MSFT
-1.89%MICROSOFT CORP COM
Shares76.8K
Event2026-03-31
Filed2026-05-20
AMZN
-0.61%AMAZON COM INC COM
Shares73.8K
Event2026-03-31
Filed2026-05-20
EFIV
-15.99%STATE STREET SPDR S&P 500 ESG ETF
Shares169.0K
Event2026-03-31
Filed2026-05-20
DVY
-2.66%ISHARES SELECT DIVIDEND ETF
Shares63.4K
Event2026-03-31
Filed2026-05-20
GRNY
8.38%FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
Shares401.7K
Event2026-03-31
Filed2026-05-20
ALPHABET INC CAP STK CL A
-1.46%ALPHABET INC CAP STK CL A
Shares54.4K
Event2026-03-31
Filed2026-05-20
IWF
-2.13%ISHARES RUSSELL 1000 GROWTH ETF
Shares20.6K
Event2026-03-31
Filed2026-05-20
SPYV
-4.94%STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
Shares149.4K
Event2026-03-31
Filed2026-05-20
BERKSHIRE HATHAWAY INC DEL CL B NEW
-4.86%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares16.7K
Event2026-03-31
Filed2026-05-20
DGRO
-21.60%ISHARES CORE DIVIDEND GROWTH ETF
Shares113.5K
Event2026-03-31
Filed2026-05-20
IJK
-1.90%ISHARES S&P MID-CAP 400 GROWTH ETF
Shares78.9K
Event2026-03-31
Filed2026-05-20
VBR
0.03%VANGUARD SMALL CAP VALUE ETF
Shares355.5K
Event2026-03-31
Filed2026-05-20
INVESCO QQQ TRUST SERIES I
-11.22%INVESCO QQQ TRUST SERIES I
Shares12.1K
Event2026-03-31
Filed2026-05-20
JPM
-0.39%JPMORGAN CHASE & CO COM
Shares43.3K
Event2026-03-31
Filed2026-05-20
IJT
-4.15%ISHARES S&P SMALL-CAP 600 GROWTH ETF
Shares42.1K
Event2026-03-31
Filed2026-05-20
VGSR
3.20%VERT GLOBAL SUSTAINABLE REAL ESTATE ETF
Shares540.1K
Event2026-03-31
Filed2026-05-20
VOT
-3.99%VANGUARD MID-CAP GROWTH ETF
Shares20.1K
Event2026-03-31
Filed2026-05-20
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL CL A
Shares7
Event2026-03-31
Filed2026-05-20
IWP
-1.25%ISHARES RUSSELL MID-CAP GROWTH ETF
Shares37.2K
Event2026-03-31
Filed2026-05-20
EFG
-4.40%ISHARES MSCI EAFE GROWTH ETF
Shares42.2K
Event2026-03-31
Filed2026-05-20
VUG
-0.05%VANGUARD GROWTH ETF
Shares10.1K
Event2026-03-31
Filed2026-05-20
AMP
0.06%AMERIPRISE FINL INC COM
Shares9.8K
Event2026-03-31
Filed2026-05-20
SPEM
1.14%STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
Shares81.3K
Event2026-03-31
Filed2026-05-20
ICF
2.40%ISHARES SELECT U.S. REIT ETF
Shares58.7K
Event2026-03-31
Filed2026-05-20
SPY
6.65%STATE STREET SPDR S&P 500 ETF
Shares5.0K
Event2026-03-31
Filed2026-05-20
IJH
-1.50%ISHARES CORE S&P MID-CAP ETF
Shares47.5K
Event2026-03-31
Filed2026-05-20
NYF
0.19%ISHARES NEW YORK MUNI BOND ETF
Shares59.1K
Event2026-03-31
Filed2026-05-20
IJR
-4.72%ISHARES CORE S&P SMALL CAP ETF
Shares25.1K
Event2026-03-31
Filed2026-05-20
IJS
-3.81%ISHARES S&P SMALL-CAP 600 VALUE ETF
Shares25.7K
Event2026-03-31
Filed2026-05-20
IWD
-1.09%ISHARES RUSSELL 1000 VALUE ETF
Shares14.2K
Event2026-03-31
Filed2026-05-20
IWL
-1.51%ISHARES RUSSELL TOP 200 ETF
Shares18.8K
Event2026-03-31
Filed2026-05-20
VO
-0.78%VANGUARD MID-CAP ETF
Shares10.4K
Event2026-03-31
Filed2026-05-20
IWX
-1.84%ISHARES RUSSELL TOP 200 VALUE ETF
Shares32.1K
Event2026-03-31
Filed2026-05-20
IWR
2.05%ISHARES RUSSELL MIDCAP ETF
Shares30.0K
Event2026-03-31
Filed2026-05-20
VBK
-4.34%VANGUARD SMALL-CAP GROWTH ETF
Shares9.0K
Event2026-03-31
Filed2026-05-20
ESGD
-4.06%ISHARES ESG AWARE MSCI EAFE ETF
Shares27.9K
Event2026-03-31
Filed2026-05-20
AXP
-0.39%AMERICAN EXPRESS CO COM
Shares8.4K
Event2026-03-31
Filed2026-05-20
VB
-5.92%VANGUARD SMALL-CAP ETF
Shares9.5K
Event2026-03-31
Filed2026-05-20
VTV
2.63%VANGUARD VALUE ETF
Shares12.6K
Event2026-03-31
Filed2026-05-20
YSEP
-48.86%FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPTEMBER
Shares90.2K
Event2026-03-31
Filed2026-05-20
IVV
-2.31%ISHARES CORE S&P 500 ETF
Shares3.6K
Event2026-03-31
Filed2026-05-20
EFA
48.74%ISHARES MSCI EAFE ETF
Shares23.7K
Event2026-03-31
Filed2026-05-20
META
-1.54%META PLATFORMS INC CL A
Shares4.0K
Event2026-03-31
Filed2026-05-20
IEMG
-0.19%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares145.8K
Event2026-03-31
Filed2026-05-20
FOCT
-48.28%FT VEST U.S. EQUITY BUFFER ETF - OCTOBER
Shares44.1K
Event2026-03-31
Filed2026-05-20
VGT
-3.80%VANGUARD INFORMATION TECHNOLOGY ETF
Shares3.0K
Event2026-03-31
Filed2026-05-20
NEE
-3.94%NEXTERA ENERGY INC COM
Shares21.4K
Event2026-03-31
Filed2026-05-20
NFLX
-2.06%NETFLIX INC. COM
Shares36.8K
Event2026-03-31
Filed2026-05-20
IYR
-4.57%ISHARES U.S. REAL ESTATE ETF
Shares19.8K
Event2026-03-31
Filed2026-05-20
CSCO
-0.17%CISCO SYS INC COM
Shares23.3K
Event2026-03-31
Filed2026-05-20
JNJ
0.74%JOHNSON & JOHNSON COM
Shares7.2K
Event2026-03-31
Filed2026-05-20
GWW
-1.78%WW GRAINGER INC COM
Shares1.5K
Event2026-03-31
Filed2026-05-20
ED
0.09%CONSOLIDATED EDISON INC COM
Shares14.0K
Event2026-03-31
Filed2026-05-20
IJJ
-0.21%ISHARES S&P MID-CAP 400 VALUE ETF
Shares11.9K
Event2026-03-31
Filed2026-05-20
HDV
-10.44%ISHARES CORE HIGH DIVIDEND ETF
Shares11.5K
Event2026-03-31
Filed2026-05-20
WMT
6.25%WALMART INC COM
Shares32.1K
Event2026-03-31
Filed2026-05-20
PANW
12.93%PALO ALTO NETWORKS INC COM
Shares19.9K
Event2026-03-31
Filed2026-05-20
DSI
-4.56%ISHARES ESG MSCI KLD 400 ETF
Shares12.0K
Event2026-03-31
Filed2026-05-20
PPA
0.63%INVESCO AEROSPACE & DEFENSE ETF
Shares8.5K
Event2026-03-31
Filed2026-05-20
ONEV
4.35%STATE STREET SPDR RUSSELL 1000 LOW VOLATILITY FOCUS ETF
Shares10.3K
Event2026-03-31
Filed2026-05-20
GS
-1.28%GOLDMAN SACHS GROUP INC COM
Shares1.6K
Event2026-03-31
Filed2026-05-20
IWM
0.05%ISHARES RUSSELL 2000 ETF
Shares83.8K
Event2026-03-31
Filed2026-05-20
SUSA
-1.39%ISHARES ESG OPTIMIZED MSCI USA ETF
Shares9.9K
Event2026-03-31
Filed2026-05-20
ALPHABET INC CAP STK CL C
-2.29%ALPHABET INC CAP STK CL C
Shares4.4K
Event2026-03-31
Filed2026-05-20
XOM
-0.83%EXXON MOBIL CORP COM
Shares24.7K
Event2026-03-31
Filed2026-05-20
ORCL
-6.45%ORACLE CORP COM
Shares8.0K
Event2026-03-31
Filed2026-05-20
MDY
-2.21%STATE STREET SPDR S&P MIDCAP 400 ETF TRUST
Shares1.9K
Event2026-03-31
Filed2026-05-20
IVE
-4.90%ISHARES S&P 500 VALUE ETF
Shares5.4K
Event2026-03-31
Filed2026-05-20
HD
-0.25%HOME DEPOT INC COM
Shares24.0K
Event2026-03-31
Filed2026-05-20
SCHD
47.99%SCHWAB US DIVIDEND EQUITY ETF
Shares32.6K
Event2026-03-31
Filed2026-05-20
V
1.64%VISA INC COM CL A
Shares24.6K
Event2026-03-31
Filed2026-05-20
IYH
-0.49%ISHARES U.S. HEALTHCARE ETF
Shares15.3K
Event2026-03-31
Filed2026-05-20
IBM
0.44%INTERNATIONAL BUSINESS MACHS COM
Shares3.6K
Event2026-03-31
Filed2026-05-20
MERCK & CO INC COM
7.95%MERCK & CO INC COM
Shares7.0K
Event2026-03-31
Filed2026-05-20
LAM RESEARCH CORP COM NEW
-10.02%LAM RESEARCH CORP COM NEW
Shares3.9K
Event2026-03-31
Filed2026-05-20
ZETA
-30.00%ZETA GLOBAL HOLDINGS CORP CL A
Shares52.5K
Event2026-03-31
Filed2026-05-20
HIMU
0.21%ISHARES HIGH YIELD MUNI ACTIVE ETF
Shares17.3K
Event2026-03-31
Filed2026-05-20
XLF
-5.95%STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Shares16.7K
Event2026-03-31
Filed2026-05-20
AMD
-2.19%ADVANCED MICRO DEVICES INC COM
Shares4.0K
Event2026-03-31
Filed2026-05-20
CVX
7.23%CHEVRON CORPORATION COM
Shares3.9K
Event2026-03-31
Filed2026-05-20
BROADCOM INC COM
-2.14%BROADCOM INC COM
Shares17.3K
Event2026-03-31
Filed2026-05-20
SMH
4.03%VANECK SEMICONDUCTOR ETF
Shares1.9K
Event2026-03-31
Filed2026-05-20
IWB
-1.70%ISHARES RUSSELL 1000 ETF
Shares2.1K
Event2026-03-31
Filed2026-05-20
FJUN
-40.48%FT VEST U.S. EQUITY BUFFER ETF - JUNE
Shares13.0K
Event2026-03-31
Filed2026-05-20
LMT
0.50%LOCKHEED MARTIN CORP COM
Shares1.2K
Event2026-03-31
Filed2026-05-20
TSM
0.77%TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
Shares31.2K
Event2026-03-31
Filed2026-05-20
YMAR
-49.87%FT VEST INTERNATIONAL EQUITY MODERATE BUFFER
Shares25.7K
Event2026-03-31
Filed2026-05-20
FMAY
-66.66%FT VEST U.S. EQUITY BUFFER FUND - MAY
Shares13.0K
Event2026-03-31
Filed2026-05-20
IBIT
0.14%ISHARES BITCOIN TRUST ETF
Shares17.8K
Event2026-03-31
Filed2026-05-20
TSLA
-0.65%TESLA INC COM
Shares8.0K
Event2026-03-31
Filed2026-05-20
VTI
5.70%VANGUARD TOTAL STOCK MARKET ETF
Shares2.1K
Event2026-03-31
Filed2026-05-20
IGM
-3.03%ISHARES EXPANDED TECH SECTOR ETF
Shares5.5K
Event2026-03-31
Filed2026-05-20
CAT
11.61%CATERPILLAR INC COM
Shares913
Event2026-03-31
Filed2026-05-20
SOXX
-3.27%ISHARES SEMICONDUCTOR ETF
Shares1.9K
Event2026-03-31
Filed2026-05-20
IWO
-2.47%ISHARES RUSSELL 2000 GROWTH ETF
Shares2.0K
Event2026-03-31
Filed2026-05-20
DIS
-20.34%DISNEY WALT CO COM
Shares6.5K
Event2026-03-31
Filed2026-05-20
UPS
0.00%UNITED PARCEL SVCS INC CL B
Shares6.3K
Event2026-03-31
Filed2026-05-20
MCD
0.25%MCDONALDS CORP COM
Shares9.3K
Event2026-03-31
Filed2026-05-20
IEFA
-4.98%ISHARES CORE MSCI EAFE ETF
Shares6.5K
Event2026-03-31
Filed2026-05-20
FJUL
-43.91%FT VEST U.S. EQUITY BUFFER ETF - JULY
Shares10.7K
Event2026-03-31
Filed2026-05-20
FAPR
-62.99%FT VEST U.S. EQUITY BUFFER ETF - APRIL
Shares12.9K
Event2026-03-31
Filed2026-05-20
AOR
1205.66%ISHARES CORE 60/40 BALANCED ALLOCATION ETF
Shares9.0K
Event2026-03-31
Filed2026-05-20
XLK
-2.39%STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares4.3K
Event2026-03-31
Filed2026-05-20
XSD
0.06%STATE STREET SPDR S&P SEMICONDUCTOR ETF
Shares1.8K
Event2026-03-31
Filed2026-05-20
YJUN
-60.17%FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - JUNE
Shares22.0K
Event2026-03-31
Filed2026-05-20
T
0.42%AT&T INC COM
Shares19.2K
Event2026-03-31
Filed2026-05-20
PLTR
4.91%PALANTIR TECHNOLOGIES INC CL A
Shares3.7K
Event2026-03-31
Filed2026-05-20
XAR
0.00%STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF
Shares2.1K
Event2026-03-31
Filed2026-05-20
PG
-1.85%PROCTER & GAMBLE CO COM
Shares15.2K
Event2026-03-31
Filed2026-05-20
COST
0.00%COSTCO WHOLESALE CORPORATION COM
Shares17.8K
Event2026-03-31
Filed2026-05-20
SMAY
-53.93%FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY
Shares19.0K
Event2026-03-31
Filed2026-05-20
SOCL
-10.05%GLOBAL X SOCIAL MEDIA ETF
Shares11.4K
Event2026-03-31
Filed2026-05-20
KXI
0.00%ISHARES GLOBAL CONSUMER STAPLES ETF
Shares7.3K
Event2026-03-31
Filed2026-05-20
XLV
-0.05%STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
Shares81.6K
Event2026-03-31
Filed2026-05-20
MMC
-1.20%MARSH & MCLENNAN COS INC COM
Shares2.7K
Event2026-03-31
Filed2026-05-20
DE
9.80%DEERE & CO COM
Shares829
Event2026-03-31
Filed2026-05-20
PKB
0.04%INVESCO BUILDING & CONSTRUCTION ETF
Shares4.8K
Event2026-03-31
Filed2026-05-20
LLY
0.00%ELI LILLY & CO COM
Shares17.6K
Event2026-03-31
Filed2026-05-20
SFEB
-53.02%FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - FEBRUARY
Shares19.5K
Event2026-03-31
Filed2026-05-20
VYM
-9.88%VANGUARD HIGH DIVIDEND YIELD INDEX ETF
Shares3.1K
Event2026-03-31
Filed2026-05-20
MGK
-10.88%VANGUARD MEGA CAP GROWTH ETF
Shares1.2K
Event2026-03-31
Filed2026-05-20
IYF
-8.60%ISHARES U.S. FINANCIALS ETF
Shares3.8K
Event2026-03-31
Filed2026-05-20
IVW
0.08%ISHARES S&P 500 GROWTH ETF
Shares3.9K
Event2026-03-31
Filed2026-05-20
TXN
0.63%TEXAS INSTRS INC COM
Shares2.2K
Event2026-03-31
Filed2026-05-20
VCSH
0.56%VANGUARD SHORT-TERM CORPORATE BOND ETF
Shares5.4K
Event2026-03-31
Filed2026-05-20
ONEQ
0.36%FIDELITY NASDAQ COMPOSITE INDEX ETF
Shares5.0K
Event2026-03-31
Filed2026-05-20
PEP
-2.48%PEPSICO INC COM
Shares2.7K
Event2026-03-31
Filed2026-05-20
VZ
12.05%VERIZON COMMUNICATIONS INC COM
Shares19.3K
Event2026-03-31
Filed2026-05-20
KO
-3.34%COCA COLA CO COM
Shares5.5K
Event2026-03-31
Filed2026-05-20
DJUN
-23.88%FT VEST U.S. EQUITY DEEP BUFFER ETF - JUNE
Shares8.8K
Event2026-03-31
Filed2026-05-20
BAC
-3.62%BANK AMERICA CORP COM
Shares8.3K
Event2026-03-31
Filed2026-05-20
MMM
0.00%3M CO COM
Shares2.6K
Event2026-03-31
Filed2026-05-20
GEV
0.24%GE VERNOVA INC COM
Shares55.6K
Event2026-03-31
Filed2026-05-20
AGG
8.38%ISHARES CORE U.S. AGGREGATE BOND ETF
Shares3.8K
Event2026-03-31
Filed2026-05-20
SCHG
-4.07%SCHWAB U.S. LARGE-CAP GROWTH ETF
Shares12.7K
Event2026-03-31
Filed2026-05-20
OMC
5.34%OMNICOM GROUP INC COM
Shares4.9K
Event2026-03-31
Filed2026-05-20
INVESCO RAFI US 1000 ETF
0.39%INVESCO RAFI US 1000 ETF
Shares7.7K
Event2026-03-31
Filed2026-05-20
FDEC
-11.66%FT VEST US EQUITY BUFFER ETF - DECEMBER
Shares7.1K
Event2026-03-31
Filed2026-05-20
BND
0.27%VANGUARD TOTAL BOND MARKET ETF
Shares4.8K
Event2026-03-31
Filed2026-05-20
NMM
0.00%NAVIOS MARITIME PARTNERS LP COM UNIT LPI
Shares5.1K
Event2026-03-31
Filed2026-05-20
FMAR
-20.09%FT VEST US EQUITY BUFFER ETF - MARCH
Shares7.1K
Event2026-03-31
Filed2026-05-20
BLACKSTONE INC COM
11.88%BLACKSTONE INC COM
Shares3.0K
Event2026-03-31
Filed2026-05-20
IYW
0.00%ISHARES U.S. TECHNOLOGY ETF
Shares1.9K
Event2026-03-31
Filed2026-05-20
DDEC
-58.79%FT VEST US EQUITY DEEP BUFFER ETF - DECEMBER
Shares7.6K
Event2026-03-31
Filed2026-05-20
EEM
0.00%ISHARES MSCI EMERGING MARKETS ETF
Shares5.9K
Event2026-03-31
Filed2026-05-20
FAUG
-19.95%FT VEST U.S. EQUITY BUFFER ETF - AUGUST
Shares6.4K
Event2026-03-31
Filed2026-05-20
BA
20.50%BOEING CO COM
Shares1.6K
Event2026-03-31
Filed2026-05-20
XLP
0.56%STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
Shares4.0K
Event2026-03-31
Filed2026-05-20
UNP
0.54%UNION PAC CORP COM
Shares9.6K
Event2026-03-31
Filed2026-05-20
FSEP
-47.22%FT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER
Shares6.0K
Event2026-03-31
Filed2026-05-20
GE AEROSPACE COM NEW
20.00%GE AEROSPACE COM NEW
Shares1.1K
Event2026-03-31
Filed2026-05-20
NUMG
0.00%NUVEEN ESG MID-CAP GROWTH ETF
Shares7.3K
Event2026-03-31
Filed2026-05-20
DIA
4.77%STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Shares637
Event2026-03-31
Filed2026-05-20
ICE
0.00%INTERCONTINENTAL EXCHANGE INC COM
Shares12.5K
Event2026-03-31
Filed2026-05-20
IGV
-0.23%ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
Shares3.5K
Event2026-03-31
Filed2026-05-20
BMY
-14.38%BRISTOL-MYERS SQUIBB CO COM
Shares4.6K
Event2026-03-31
Filed2026-05-20
ABBV
0.63%ABBVIE INC COM
Shares17.8K
Event2026-03-31
Filed2026-05-20
MAR
5.61%MARRIOTT INTL INC NEW CL A
Shares847
Event2026-03-31
Filed2026-05-20
SBUX
0.16%STARBUCKS CORP COM
Shares3.1K
Event2026-03-31
Filed2026-05-20
MU
-15.56%MICRON TECHNOLOGY INC COM
Shares776
Event2026-03-31
Filed2026-05-20
ALERIAN MLP ETF
0.00%ALERIAN MLP ETF
Shares261.8K
Event2026-03-31
Filed2026-05-20
TMO
-8.17%THERMO FISHER SCIENTIFIC INC COM
Shares528
Event2026-03-31
Filed2026-05-20
ILCG
0.00%ISHARES MORNINGSTAR GROWTH ETF
Shares2.7K
Event2026-03-31
Filed2026-05-20
DMXF
0.00%ISHARES ESG ADVANCED MSCI EAFE ETF
Shares3.4K
Event2026-03-31
Filed2026-05-20
YDEC
-23.26%FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - DECEMBER
Shares9.5K
Event2026-03-31
Filed2026-05-20
EPD
0.17%ENTERPRISE PRODS PARTNERS L P COM
Shares6.6K
Event2026-03-31
Filed2026-05-20
SCHW
15.45%SCHWAB CHARLES CORP COM
Shares2.6K
Event2026-03-31
Filed2026-05-20
QCOM
-5.18%QUALCOMM INC COM
Shares1.9K
Event2026-03-31
Filed2026-05-20
VRT
-2.03%VERTIV HOLDINGS CO COM CL A
Shares963
Event2026-03-31
Filed2026-05-20
BKNG
-8.20%BOOKING HOLDINGS INC COM
Shares56
Event2026-03-31
Filed2026-05-20
ITA
0.00%ISHARES U.S. AEROSPACE & DEFENSE ETF
Shares1.1K
Event2026-03-31
Filed2026-05-20
RY
0.00%ROYAL BK CDA COM
Shares1.4K
Event2026-03-31
Filed2026-05-20
LQD
0.67%ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
Shares2.1K
Event2026-03-31
Filed2026-05-20
FJAN
-29.28%FT VEST US EQUITY BUFFER ETF - JANUARY
Shares4.5K
Event2026-03-31
Filed2026-05-20
WMB
-1.35%WILLIAMS COS INC COM
Shares64.8K
Event2026-03-31
Filed2026-05-20
NUSC
-15.22%NUVEEN ESG SMALL-CAP ETF
Shares5.0K
Event2026-03-31
Filed2026-05-20
INTC
-53.56%INTEL CORP COM
Shares5.1K
Event2026-03-31
Filed2026-05-20
WFC
0.00%WELLS FARGO & CO COM
Shares2.8K
Event2026-03-31
Filed2026-05-20
GDX
-0.72%VANECK GOLD MINERS ETF
Shares2.3K
Event2026-03-31
Filed2026-05-20
BK
-0.26%BANK NEW YORK MELLON CORP COM
Shares7.8K
Event2026-03-31
Filed2026-05-20
ARKK
0.00%ARK INNOVATION ETF
Shares3.2K
Event2026-03-31
Filed2026-05-20
LINDE PLC SHS
0.00%LINDE PLC SHS
Shares430
Event2026-03-31
Filed2026-05-20
AWF
0.00%ALLIANCEBERNSTEIN GLOBAL HIGH COM
Shares20.9K
Event2026-03-31
Filed2026-05-20
DDM
0.00%PROSHARES ULTRA DOW30
Shares4.1K
Event2026-03-31
Filed2026-05-20
KLAC
-8.33%KLA CORP COM NEW
Shares143
Event2026-03-31
Filed2026-05-20
PFE
16.79%PFIZER INC COM
Shares7.5K
Event2026-03-31
Filed2026-05-20
ADI
0.31%ANALOG DEVICES INC COM
Shares656
Event2026-03-31
Filed2026-05-20
QDEC
-20.95%FT VEST NASDAQ-100 BUFFER ETF - DECEMBER
Shares6.6K
Event2026-03-31
Filed2026-05-20
AGO
0.00%ASSURED GUARANTY LTD COM
Shares2.5K
Event2026-03-31
Filed2026-05-20
ARISTA NETWORKS INC COM SHS
1.55%ARISTA NETWORKS INC COM SHS
Shares1.6K
Event2026-03-31
Filed2026-05-20
TIP
0.00%ISHARES TIPS BOND ETF
Shares1.8K
Event2026-03-31
Filed2026-05-20
BLACKROCK INC COM
-0.12%BLACKROCK INC COM
Shares13.0K
Event2026-03-31
Filed2026-05-20
AMGN
-2.61%AMGEN INC COM
Shares559
Event2026-03-31
Filed2026-05-20
VIG
0.00%VANGUARD DIVIDEND APPRECIATION ETF
Shares913
Event2026-03-31
Filed2026-05-20
GLD
-0.22%SPDR GOLD SHARES
Shares454
Event2026-03-31
Filed2026-05-20
SNOV
-42.53%FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - NOVEMBER
Shares7.8K
Event2026-03-31
Filed2026-05-20
IVLU
0.00%ISHARES MSCI INTL VALUE FACTOR ETF
Shares4.9K
Event2026-03-31
Filed2026-05-20
LOW
2.80%LOWES COS INC COM
Shares808
Event2026-03-31
Filed2026-05-20
VLO
0.00%VALERO ENERGY CORP COM
Shares764
Event2026-03-31
Filed2026-05-20
UAMY
0.00%UNITED STATES ANTIMONY CORP COM
Shares21.6K
Event2026-03-31
Filed2026-05-20
VOOG
0.00%VANGUARD S&P 500 GROWTH ETF
Shares454
Event2026-03-31
Filed2026-05-20
MPLX
0.00%MPLX LP COM UNIT REP LTD
Shares3.2K
Event2026-03-31
Filed2026-05-20
FFEB
-51.10%FT VEST U.S. EQUITY BUFFER FUND - FEBRUARY
Shares3.2K
Event2026-03-31
Filed2026-05-20
PH
0.00%PARKER-HANNIFIN CORP COM
Shares15.9K
Event2026-03-31
Filed2026-05-20
PM
0.02%PHILIP MORRIS INTL INC COM
Shares32.4K
Event2026-03-31
Filed2026-05-20
UNH
-3.71%UNITEDHEALTH GROUP INC COM
Shares648
Event2026-03-31
Filed2026-05-20
PIO
0.02%INVESCO GLOBAL WATER ETF
Shares4.0K
Event2026-03-31
Filed2026-05-20
NKE
-0.53%NIKE INC CL B
Shares3.2K
Event2026-03-31
Filed2026-05-20
CBRE
32.09%CBRE GROUP INC CL A
Shares1.2K
Event2026-03-31
Filed2026-05-20
WPC
0.54%WP CAREY INC COM
Shares2.4K
Event2026-03-31
Filed2026-05-20
XBI
0.31%STATE STREET SPDR S&P BIOTECH ETF
Shares96.5K
Event2026-03-31
Filed2026-05-20
EFV
-2.51%ISHARES MSCI EAFE VALUE ETF
Shares2.2K
Event2026-03-31
Filed2026-05-20
MS
-3.53%MORGAN STANLEY COM NEW
Shares984
Event2026-03-31
Filed2026-05-20
DAL
0.00%DELTA AIR LINES INC COM NEW
Shares2.4K
Event2026-03-31
Filed2026-05-20
IFRA
0.51%ISHARES U.S. INFRASTRUCTURE ETF
Shares2.8K
Event2026-03-31
Filed2026-05-20
CRWD
-48.87%CROWDSTRIKE HLDGS INC CL A
Shares407
Event2026-03-31
Filed2026-05-20
APOLLO GLOBAL MGMT INC COM
19.50%APOLLO GLOBAL MGMT INC COM
Shares1.4K
Event2026-03-31
Filed2026-05-20
MA
2.67%MASTERCARD INCORPORATED CL A
Shares308
Event2026-03-31
Filed2026-05-20
CL
0.00%COLGATE PALMOLIVE CO COM
Shares1.8K
Event2026-03-31
Filed2026-05-20
RSPN
0.19%INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF
Shares2.7K
Event2026-03-31
Filed2026-05-20
MAIN
1.34%MAIN STR CAP CORP COM
Shares2.9K
Event2026-03-31
Filed2026-05-20
SHY
0.55%ISHARES 1-3 YEAR TREASURY BOND ETF
Shares1.8K
Event2026-03-31
Filed2026-05-20
PBD
0.02%INVESCO GLOBAL CLEAN ENERGY ETF
Shares8.5K
Event2026-03-31
Filed2026-05-20
NXPI
-3.41%NXP SEMICONDUCTORS N V COM
Shares764
Event2026-03-31
Filed2026-05-20
APD
89.38%AIR PRODUCTS AND CHEMICALS INC COM
Shares517
Event2026-03-31
Filed2026-05-20
HON
-0.22%HONEYWELL INTL INC COM
Shares6.4K
Event2026-03-31
Filed2026-05-20
VIGI
0.67%VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
Shares1.7K
Event2026-03-31
Filed2026-05-20
DTE
-4.27%DTE ENERGY CO COM
Shares987
Event2026-03-31
Filed2026-05-20
MCK
0.00%MCKESSON CORP COM
Shares165
Event2026-03-31
Filed2026-05-20
GM
0.00%GENERAL MTRS CO COM
Shares1.9K
Event2026-03-31
Filed2026-05-20
GILD
0.59%GILEAD SCIENCES INC COM
Shares1.0K
Event2026-03-31
Filed2026-05-20
THE CIGNA GROUP COM
0.00%THE CIGNA GROUP COM
Shares530
Event2026-03-31
Filed2026-05-20
VCR
0.26%VANGUARD CONSUMER DISCRETIONARY ETF
Shares391
Event2026-03-31
Filed2026-05-20
BIV
0.00%VANGUARD INTERMEDIATE-TERM BOND ETF
Shares1.8K
Event2026-03-31
Filed2026-05-20
MSTR
934.58%STRATEGY INC CL A NEW
Shares1.1K
Event2026-03-31
Filed2026-05-20
CRM
-5.03%SALESFORCE INC COM
Shares737
Event2026-03-31
Filed2026-05-20
CITIGROUP INC COM NEW
-7.60%CITIGROUP INC COM NEW
Shares1.2K
Event2026-03-31
Filed2026-05-20
DMAY
-44.05%FT VEST U.S. EQUITY DEEP BUFFER ETF - MAY
Shares3.0K
Event2026-03-31
Filed2026-05-20
DNOV
-16.36%FT VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER
Shares2.7K
Event2026-03-31
Filed2026-05-20
AOM
0.00%ISHARES CORE 40/60 MODERATE ALLOCATION ETF
Shares2.7K
Event2026-03-31
Filed2026-05-20
OSK
0.00%OSHKOSH CORP COM
Shares870
Event2026-03-31
Filed2026-05-20
DOL
0.27%WISDOMTREE TRUE DEVELOPED INTERNATIONAL FUND
Shares1.9K
Event2026-03-31
Filed2026-05-20
GBTC
0.00%GRAYSCALE BITCOIN TRUST ETF
Shares2.4K
Event2026-03-31
Filed2026-05-20
KRG
1.10%KITE REALTY GROUP TRUST COM NEW
Shares5.0K
Event2026-03-31
Filed2026-05-20
TJX
4172.22%TJX COS INC NEW COM
Shares769
Event2026-03-31
Filed2026-05-20
SLV
0.00%ISHARES SILVER TRUST
Shares1.8K
Event2026-03-31
Filed2026-05-20
TDIV
0.00%FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
Shares116.7K
Event2026-03-31
Filed2026-05-20
RSPH
0.18%INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF
Shares3.8K
Event2026-03-31
Filed2026-05-20
MARVELL TECHNOLOGY INC COM
1067.00%MARVELL TECHNOLOGY INC COM
Shares1.2K
Event2026-03-31
Filed2026-05-20
DOCT
-50.78%FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER
Shares2.6K
Event2026-03-31
Filed2026-05-20
CDNS
0.00%CADENCE DESIGN SYSTEM INC COM
Shares411
Event2026-03-31
Filed2026-05-20
EBAY
0.08%EBAY INC. COM
Shares1.2K
Event2026-03-31
Filed2026-05-20
CSX
0.00%CSX CORP COM
Shares111.9K
Event2026-03-31
Filed2026-05-20
ARES
NewARES MANAGEMENT CORPORATION CL A COM STK
Shares1.0K
Event2026-03-31
Filed2026-05-20
DSEP
0.00%FT VEST U.S. EQUITY DEEP BUFFER ETF - SEPTEMBER
Shares2.5K
Event2026-03-31
Filed2026-05-20
RCL
6.67%ROYAL CARIBBEAN GROUP COM
Shares400
Event2026-03-31
Filed2026-05-20
ACCENTURE PLC IRELAND SHS CLASS A
0.00%ACCENTURE PLC IRELAND SHS CLASS A
Shares539
Event2026-03-31
Filed2026-05-20
ADP
-1.52%AUTOMATIC DATA PROCESSING INC COM
Shares518
Event2026-03-31
Filed2026-05-20
ADBE
0.00%ADOBE INC COM
Shares432
Event2026-03-31
Filed2026-05-20
ET
0.00%ENERGY TRANSFER L P COM UT LTD PTN
Shares75.5K
Event2026-03-31
Filed2026-05-20
IDV
0.01%ISHARES INTERNATIONAL SELECT DIVIDEND ETF
Shares60.2K
Event2026-03-31
Filed2026-05-20
CENCORA INC COM
0.00%CENCORA INC COM
Shares7.6K
Event2026-03-31
Filed2026-05-20
JPST
0.00%JPMORGAN ULTRA-SHORT INCOME ETF
Shares2.0K
Event2026-03-31
Filed2026-05-20
QTUM
-1.25%DEFIANCE QUANTUM ETF
Shares946
Event2026-03-31
Filed2026-05-20
DFEB
-16.97%FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY
Shares2.1K
Event2026-03-31
Filed2026-05-20
SAUG
-51.64%FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - AUGUST
Shares3.9K
Event2026-03-31
Filed2026-05-20
HYG
115.38%ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
Shares1.2K
Event2026-03-31
Filed2026-05-20
IYE
0.53%ISHARES U.S. ENERGY ETF
Shares1.5K
Event2026-03-31
Filed2026-05-20
PNC
25.20%PNC FINL SVCS GROUP INC COM
Shares462
Event2026-03-31
Filed2026-05-20
CMCSA
-12.97%COMCAST CORP NEW CL A
Shares3.3K
Event2026-03-31
Filed2026-05-20
MPC
0.52%MARATHON PETE CORP COM
Shares388
Event2026-03-31
Filed2026-05-20
JEPQ
NewJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
Shares1.7K
Event2026-03-31
Filed2026-05-20
TT
3042.86%TRANE TECHNOLOGIES PLC SHS
Shares220
Event2026-03-31
Filed2026-05-20
AIEQ
-3.03%AMPLIFY AI POWERED EQUITY ETF
Shares2.1K
Event2026-03-31
Filed2026-05-20
ALL
0.00%ALLSTATE CORP COM
Shares433
Event2026-03-31
Filed2026-05-20
CEG
0.00%CONSTELLATION ENERGY CORP COM
Shares316
Event2026-03-31
Filed2026-05-20
GGLL
0.00%DIREXION DAILY GOOGL BULL 2X ETF
Shares1.1K
Event2026-03-31
Filed2026-05-20
EMR
-33.47%EMERSON ELEC CO COM
Shares666
Event2026-03-31
Filed2026-05-20
SOFI
3.82%SOFI TECHNOLOGIES INC COM
Shares5.4K
Event2026-03-31
Filed2026-05-20
TPL
NewTEXAS PACIFIC LAND CORPORATION COM
Shares174
Event2026-03-31
Filed2026-05-20
TSLL
17.29%DIREXION DAILY TSLA BULL 2X ETF
Shares6.8K
Event2026-03-31
Filed2026-05-20
FTNT
0.00%FORTINET INC COM
Shares1.0K
Event2026-03-31
Filed2026-05-20
PKG
NewPACKAGING CORP AMER COM
Shares385
Event2026-03-31
Filed2026-05-20
WBD
0.00%WARNER BROS DISCOVERY INC COM SER A
Shares2.9K
Event2026-03-31
Filed2026-05-20
GFF
0.00%GRIFFON CORP COM
Shares1.1K
Event2026-03-31
Filed2026-05-20
DAUG
0.00%FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST
Shares1.8K
Event2026-03-31
Filed2026-05-20
GAUG
0.00%FT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST
Shares2.1K
Event2026-03-31
Filed2026-05-20
SPYI
537.85%NEOS S&P 500 HIGH INCOME ETF
Shares1.6K
Event2026-03-31
Filed2026-05-20
ABT
0.13%ABBOTT LABORATORIES COM
Shares770
Event2026-03-31
Filed2026-05-20
APP
-48.69%APPLOVIN CORP COM CL A
Shares196
Event2026-03-31
Filed2026-05-20
NBIS
50.00%NEBIUS GROUP N.V. SHS CLASS A
Shares750
Event2026-03-31
Filed2026-05-20
TECH
0.00%BIO-TECHNE CORP COM
Shares1.5K
Event2026-03-31
Filed2026-05-20
IBB
0.00%ISHARES BIOTECHNOLOGY ETF
Shares454
Event2026-03-31
Filed2026-05-20
CAH
0.28%CARDINAL HEALTH INC COM
Shares362
Event2026-03-31
Filed2026-05-20
ARM
0.00%ARM HOLDINGS PLC SPONSORED ADS
Shares505
Event2026-03-31
Filed2026-05-20
IWN
0.25%ISHARES RUSSELL 2000 VALUE ETF
Shares402
Event2026-03-31
Filed2026-05-20
STAG
0.00%STAG INDUSTRIAL INC COM
Shares2.1K
Event2026-03-31
Filed2026-05-20
BNDX
0.39%VANGUARD TOTAL INTERNATIONAL BOND ETF
Shares1.6K
Event2026-03-31
Filed2026-05-20
DELL
519.18%DELL TECHNOLOGIES INC CL C
Shares452
Event2026-03-31
Filed2026-05-20
COIN
48.59%COINBASE GLOBAL INC COM CL A
Shares422
Event2026-03-31
Filed2026-05-20
BABA
-0.65%ALIBABA GROUP HLDG LTD SPONSORED ADS
Shares53.9K
Event2026-03-31
Filed2026-05-20
VHT
0.37%VANGUARD HEALTH CARE ETF
Shares268
Event2026-03-31
Filed2026-05-20
BME
-21.01%BLACKROCK HEALTH SCIENCES TR COM
Shares1.9K
Event2026-03-31
Filed2026-05-20
BRO
0.00%BROWN & BROWN INC COM
Shares1.1K
Event2026-03-31
Filed2026-05-20
MTB
0.58%M & T BK CORP COM
Shares348
Event2026-03-31
Filed2026-05-20
GDV
0.00%GABELLI DIVID & INCOME TR COM
Shares2.7K
Event2026-03-31
Filed2026-05-20
PGR
-0.49%PROGRESSIVE CORP COM
Shares13.5K
Event2026-03-31
Filed2026-05-20
EATON CORP PLC SHS
0.00%EATON CORP PLC SHS
Shares200
Event2026-03-31
Filed2026-05-20
PAYX
-11.47%PAYCHEX INC COM
Shares772
Event2026-03-31
Filed2026-05-20
D
0.79%DOMINION ENERGY INC COM
Shares1.1K
Event2026-03-31
Filed2026-05-20
EW
0.00%EDWARDS LIFESCIENCES CORP COM
Shares885
Event2026-03-31
Filed2026-05-20
AEP
-14.72%AMERICAN ELEC PWR CO INC COM
Shares539
Event2026-03-31
Filed2026-05-20
TGT
-9.92%TARGET CORP COM
Shares581
Event2026-03-31
Filed2026-05-20
OFS
4.95%OFS CAP CORP COM
Shares19.7K
Event2026-03-31
Filed2026-05-20
UBER
-49.48%UBER TECHNOLOGIES INC COM
Shares970
Event2026-03-31
Filed2026-05-20
CRWV
78.99%COREWEAVE INC COM CL A
Shares886
Event2026-03-31
Filed2026-05-20
IEF
0.56%ISHARES 7-10 YEAR TREASURY BOND ETF
Shares719
Event2026-03-31
Filed2026-05-20
ADSK
-0.70%AUTODESK INC COM
Shares284
Event2026-03-31
Filed2026-05-20
MEDTRONIC PLC SHS
0.00%MEDTRONIC PLC SHS
Shares777
Event2026-03-31
Filed2026-05-20
IAGG
0.07%ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
Shares1.3K
Event2026-03-31
Filed2026-05-20
NFBK
0.96%NORTHFIELD BANCORP INC DEL COM
Shares4.8K
Event2026-03-31
Filed2026-05-20
TM
0.00%TOYOTA MOTOR CORP ADS
Shares312
Event2026-03-31
Filed2026-05-20
APH
1.08%AMPHENOL CORP CL A
Shares14.1K
Event2026-03-31
Filed2026-05-20
VRSN
0.40%VERISIGN INC COM
Shares254
Event2026-03-31
Filed2026-05-20
DRIV
0.24%GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF
Shares2.1K
Event2026-03-31
Filed2026-05-20
CTVA
0.00%CORTEVA INC COM
Shares737
Event2026-03-31
Filed2026-05-20
FNOV
0.00%FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER
Shares1.1K
Event2026-03-31
Filed2026-05-20
DJAN
-64.02%FT VEST US EQUITY DEEP BUFFER ETF - JANUARY
Shares1.4K
Event2026-03-31
Filed2026-05-20
OKE
30.98%ONEOK INC NEW COM
Shares668
Event2026-03-31
Filed2026-05-20
GHI
0.00%GREYSTONE HOUSING IMPACT INVES BEN UNIT CTF
Shares12.2K
Event2026-03-31
Filed2026-05-20
CIEN
-40.00%CIENA CORP COM NEW
Shares150
Event2026-03-31
Filed2026-05-20
PWR
0.00%QUANTA SVCS INC COM
Shares106
Event2026-03-31
Filed2026-05-20
HQH
0.00%ABRDN HEALTHCARE INVESTORS SH BEN INT
Shares3.3K
Event2026-03-31
Filed2026-05-20
INVESCO S&P 500 EQUAL WEIGHT ETF
0.00%INVESCO S&P 500 EQUAL WEIGHT ETF
Shares303
Event2026-03-31
Filed2026-05-20
SE
-50.88%SEA LTD SPONSORD ADS
Shares700
Event2026-03-31
Filed2026-05-20
REMX
0.00%VANECK RARE EARTH AND STRATEGIC METALS ETF
Shares56.7K
Event2026-03-31
Filed2026-05-20
VEGN
0.00%US VEGAN CLIMATE ETF
Shares1.0K
Event2026-03-31
Filed2026-05-20
GSLC
19.05%TR ACTIVEBETA US LARGE CAP EQUITY ETF
Shares450
Event2026-03-31
Filed2026-05-20
HAS
0.67%HASBRO INC COM
Shares599
Event2026-03-31
Filed2026-05-20
OKLO
0.00%OKLO INC COM CL A
Shares1.1K
Event2026-03-31
Filed2026-05-20
IXUS
0.00%ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
Shares640
Event2026-03-31
Filed2026-05-20
PHO
0.24%INVESCO WATER RESOURCES ETF
Shares821
Event2026-03-31
Filed2026-05-20
SCHX
NewSCHWAB U.S. LARGE-CAP ETF
Shares2.1K
Event2026-03-31
Filed2026-05-20
SWKS
0.70%SKYWORKS SOLUTIONS INC COM
Shares1.0K
Event2026-03-31
Filed2026-05-20
FPE
0.00%FIRST TRUST PREFERRED SECURITIES & INCOME ETF
Shares54.0K
Event2026-03-31
Filed2026-05-20
CCEP
0.00%COCA-COLA EUROPACIFIC PARTNERS SHS
Shares593
Event2026-03-31
Filed2026-05-20
GCOR
1.01%GOLDMAN SACHS ACCESS U.S. AGGREGATE BOND ETF
Shares1.3K
Event2026-03-31
Filed2026-05-20
MO
-30.19%ALTRIA GROUP INC COM
Shares814
Event2026-03-31
Filed2026-05-20
ISHARES GOLD TRUST
0.00%ISHARES GOLD TRUST
Shares6.5K
Event2026-03-31
Filed2026-05-20
CMI
0.00%CUMMINS INC COM
Shares99
Event2026-03-31
Filed2026-05-20
PRU
0.92%PRUDENTIAL FINL INC COM
Shares547
Event2026-03-31
Filed2026-05-20
GLW
0.26%CORNING INC COM
Shares392
Event2026-03-31
Filed2026-05-20
COF
-13.17%CAPITAL ONE FINL CORP COM
Shares290
Event2026-03-31
Filed2026-05-20
METU
27.85%DIREXION DAILY META BULL 2X ETF
Shares2.4K
Event2026-03-31
Filed2026-05-20
NVS
0.00%NOVARTIS AG SPONSORED ADR
Shares334
Event2026-03-31
Filed2026-05-20
SYK
-2.52%STRYKER CORPORATION COM
Shares155
Event2026-03-31
Filed2026-05-20
RDDT
0.00%REDDIT INC CL A
Shares378
Event2026-03-31
Filed2026-05-20
BBVA
0.00%BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR
Shares2.3K
Event2026-03-31
Filed2026-05-20
XEL
0.00%XCEL ENERGY INC COM
Shares636
Event2026-03-31
Filed2026-05-20
JEPI
0.00%JPMORGAN EQUITY PREMIUM INCOME ETF
Shares50.4K
Event2026-03-31
Filed2026-05-20
VNQ
146.70%VANGUARD REAL ESTATE ETF
Shares560
Event2026-03-31
Filed2026-05-20
ENB
198.05%ENBRIDGE INC COM
Shares915
Event2026-03-31
Filed2026-05-20
VPU
0.00%VANGUARD UTILITIES ETF
Shares250
Event2026-03-31
Filed2026-05-20
ALAB
NewASTERA LABS INC COM
Shares450
Event2026-03-31
Filed2026-05-20
DIM
0.17%WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND
Shares595
Event2026-03-31
Filed2026-05-20
GNTX
0.13%GENTEX CORP COM
Shares2.3K
Event2026-03-31
Filed2026-05-20
CWB
0.19%STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
Shares537
Event2026-03-31
Filed2026-05-20
YUM
0.32%YUM BRANDS INC COM
Shares312
Event2026-03-31
Filed2026-05-20
IYC
0.20%ISHARES U.S. CONSUMER DISCRETIONARY ETF
Shares499
Event2026-03-31
Filed2026-05-20
POOL
-0.42%POOL CORP COM
Shares236
Event2026-03-31
Filed2026-05-20
GSUS
0.19%GOLDMAN SACHS MARKETBETA U.S. EQUITY ETF
Shares531
Event2026-03-31
Filed2026-05-20
TFC
-16.10%TRUIST FINL CORP COM
Shares1.0K
Event2026-03-31
Filed2026-05-20
AMZU
56.94%DIREXION DAILY AMZN BULL 2X ETF
Shares1.8K
Event2026-03-31
Filed2026-05-20
IDU
-25.18%ISHARES U.S. UTILITIES ETF
Shares407
Event2026-03-31
Filed2026-05-20
GURU
0.00%GLOBAL X GURU INDEX ETF
Shares800
Event2026-03-31
Filed2026-05-20
EXG
1.69%EATON VANCE TAX-MANAGED GLOBAL COM
Shares5.4K
Event2026-03-31
Filed2026-05-20
AWK
0.00%AMERICAN WTR WKS CO INC NEW COM
Shares46.2K
Event2026-03-31
Filed2026-05-20
AL
0.00%AIR LEASE CORP CL A
Shares705
Event2026-03-31
Filed2026-05-20
SHEL
0.00%SHELL PLC SPON ADS
Shares489
Event2026-03-31
Filed2026-05-20
SUPER MICRO COMPUTER INC COM NEW
0.00%SUPER MICRO COMPUTER INC COM NEW
Shares2.0K
Event2026-03-31
Filed2026-05-20
NLR
0.00%VANECK URANIUM AND NUCLEAR ETF
Shares340
Event2026-03-31
Filed2026-05-20
INGR
0.00%INGREDION INC COM
Shares400
Event2026-03-31
Filed2026-05-20
MNST
0.00%MONSTER BEVERAGE CORP NEW COM
Shares616
Event2026-03-31
Filed2026-05-20
XLU
287.20%STATE STREET UTILITIES SELECT SECTOR SPDR ETF
Shares968
Event2026-03-31
Filed2026-05-20
ICSH
0.00%ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
Shares877
Event2026-03-31
Filed2026-05-20
SO
0.44%SOUTHERN CO COM
Shares456
Event2026-03-31
Filed2026-05-20
XLRE
-30.62%STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF
Shares1.1K
Event2026-03-31
Filed2026-05-20
AIG
0.17%AMERICAN INTL GROUP INC COM NEW
Shares577
Event2026-03-31
Filed2026-05-20
AJG
100.00%GALLAGHER ARTHUR J & CO COM
Shares200
Event2026-03-31
Filed2026-05-20
VTEB
-38.51%VANGUARD TAX-EXEMPT BOND ETF
Shares867
Event2026-03-31
Filed2026-05-20
NVDU
0.00%DIREXION DAILY NVDA BULL 2X ETF
Shares448
Event2026-03-31
Filed2026-05-20
PFF
0.00%ISHARES PREFERRED & INCOME SECURITIES ETF
Shares43.1K
Event2026-03-31
Filed2026-05-20
IVOG
0.00%VANGUARD S&P MID-CAP 400 GROWTH ETF
Shares344
Event2026-03-31
Filed2026-05-20
HOOD
-36.16%ROBINHOOD MKTS INC COM CL A
Shares618
Event2026-03-31
Filed2026-05-20
IEV
0.00%ISHARES EUROPE ETF
Shares613
Event2026-03-31
Filed2026-05-20
IYK
0.51%ISHARES U.S. CONSUMER STAPLES ETF
Shares589
Event2026-03-31
Filed2026-05-20
NRK
0.00%NUVEEN NY AMT FREE COM
Shares4.0K
Event2026-03-31
Filed2026-05-20
NUE
0.42%NUCOR CORP COM
Shares241
Event2026-03-31
Filed2026-05-20
VXUS
-62.00%VANGUARD TOTAL INTERNATIONAL STOCK ETF
Shares527
Event2026-03-31
Filed2026-05-20
PYPL
0.80%PAYPAL HLDGS INC COM
Shares883
Event2026-03-31
Filed2026-05-20
YUMC
0.50%YUM CHINA HLDGS INC COM
Shares810
Event2026-03-31
Filed2026-05-20
MET
0.91%METLIFE INC COM
Shares553
Event2026-03-31
Filed2026-05-20
DLR
1.41%DIGITAL RLTY TR INC COM
Shares216
Event2026-03-31
Filed2026-05-20
MSFU
147.28%DIREXION DAILY MSFT BULL 2X ETF
Shares1.7K
Event2026-03-31
Filed2026-05-20
TXT
0.00%TEXTRON INC COM
Shares439
Event2026-03-31
Filed2026-05-20
AAL
0.00%AMERICAN AIRLINES GROUP INC COM
Shares3.6K
Event2026-03-31
Filed2026-05-20
LYV
-4.30%LIVE NATION ENTERTAINMENT INC COM
Shares3.3K
Event2026-03-31
Filed2026-05-20
DTM
0.73%DT MIDSTREAM INC COMMON STOCK
Shares276
Event2026-03-31
Filed2026-05-20
BSV
0.00%VANGUARD SHORT-TERM BOND ETF
Shares467
Event2026-03-31
Filed2026-05-20
CB
0.00%CHUBB LTD SWITZ COM
Shares112
Event2026-03-31
Filed2026-05-20
BGH
2.50%BARINGS GLOBAL SHORT DURATION COM
Shares2.7K
Event2026-03-31
Filed2026-05-20
EA
0.00%ELECTRONIC ARTS INC COM
Shares178
Event2026-03-31
Filed2026-05-20
VST
-34.25%VISTRA CORP COM
Shares240
Event2026-03-31
Filed2026-05-20
SDOG
258.06%ALPS SECTOR DIVIDEND DOGS ETF
Shares555
Event2026-03-31
Filed2026-05-20
TBLD
1.43%THORNBURG INCM BUILDER OPP TR COM
Shares1.7K
Event2026-03-31
Filed2026-05-20
EWJ
0.00%ISHARES MSCI JAPAN ETF
Shares425
Event2026-03-31
Filed2026-05-20
CARR
0.00%CARRIER GLOBAL CORPORATION COM
Shares636
Event2026-03-31
Filed2026-05-20
VODAFONE GROUP PLC SPONSORED ADR
0.00%VODAFONE GROUP PLC SPONSORED ADR
Shares2.4K
Event2026-03-31
Filed2026-05-20
DGRW
0.00%WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
Shares400
Event2026-03-31
Filed2026-05-20
VRTX
0.00%VERTEX PHARMACEUTICALS INC COM
Shares78
Event2026-03-31
Filed2026-05-20
PEG
0.00%PUBLIC SVC ENTERPRISE GROUP COM
Shares430
Event2026-03-31
Filed2026-05-20
SATS
NewECHOSTAR CORP CL A
Shares294
Event2026-03-31
Filed2026-05-20
SOLV
0.00%SOLVENTUM CORP COM SHS
Shares523
Event2026-03-31
Filed2026-05-20
SHV
0.00%ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
Shares306
Event2026-03-31
Filed2026-05-20
FTEC
0.00%FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
Shares159
Event2026-03-31
Filed2026-05-20
SNDK
108.00%SANDISK CORP COM
Shares52
Event2026-03-31
Filed2026-05-20
NEM
0.00%NEWMONT CORP COM
Shares299
Event2026-03-31
Filed2026-05-20
IGPT
-3.68%INVESCO AI AND NEXT GEN SOFTWARE ETF
Shares549
Event2026-03-31
Filed2026-05-20
DHR
0.00%DANAHER CORP DEL COM
Shares167
Event2026-03-31
Filed2026-05-20
EOD
0.00%ALLSPRING GLOBAL DIVIDEND OPPO COM
Shares31.5K
Event2026-03-31
Filed2026-05-20
BP
0.00%BP PLC SPONSORED ADR
Shares665
Event2026-03-31
Filed2026-05-20
JCI
0.00%JOHNSON CTLS INTL PLC SHS
Shares10.1K
Event2026-03-31
Filed2026-05-20
ARKQ
0.00%ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF
Shares276
Event2026-03-31
Filed2026-05-20
EVUS
21.56%ISHARES ESG AWARE MSCI USA VALUE ETF
Shares964
Event2026-03-31
Filed2026-05-20
NIO
0.00%NIO INC SPON ADS
Shares30.4K
Event2026-03-31
Filed2026-05-20
VGK
0.56%VANGUARD FTSE EUROPE ETF
Shares361
Event2026-03-31
Filed2026-05-20
ARTY
-3.19%ISHARES FUTURE AI & TECH ETF
Shares638
Event2026-03-31
Filed2026-05-20
PHB
-55.09%INVESCO BLOOMBERG ENHANCED FALLEN ANGELS ETF
Shares1.7K
Event2026-03-31
Filed2026-05-20
BKLN
1.57%INVESCO SENIOR LOAN ETF
Shares1.4K
Event2026-03-31
Filed2026-05-20
COHERENT CORP COM
0.00%COHERENT CORP COM
Shares121
Event2026-03-31
Filed2026-05-20
EVX
0.00%VANECK ENVIRONMENTAL SERVICES ETF
Shares744
Event2026-03-31
Filed2026-05-20
IYG
0.29%ISHARES US FINANCIAL SERVICES ETF
Shares343
Event2026-03-31
Filed2026-05-20
FAST
0.00%FASTENAL CO COM
Shares611
Event2026-03-31
Filed2026-05-20
BEP
0.00%BROOKFIELD RENEWABLE ENERGY PARTNERSHIP UNIT
Shares28.3K
Event2026-03-31
Filed2026-05-20
BUD
0.00%ANHEUSER BUSCH INBEV SA NV SPONSORED ADR
Shares406
Event2026-03-31
Filed2026-05-20
VWO
0.00%VANGUARD FTSE EMERGING MARKETS ETF
Shares27.2K
Event2026-03-31
Filed2026-05-20
AAPU
0.00%DIREXION DAILY AAPL BULL 2X ETF
Shares986
Event2026-03-31
Filed2026-05-20
ITW
0.00%ILLINOIS TOOL WKS INC COM
Shares105
Event2026-03-31
Filed2026-05-20
DUKE ENERGY CORP NEW COM NEW
-0.48%DUKE ENERGY CORP NEW COM NEW
Shares207
Event2026-03-31
Filed2026-05-20
EPP
0.00%ISHARES MSCI PACIFIC EX-JAPAN ETF
Shares503
Event2026-03-31
Filed2026-05-20
AIQ
-3.72%GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
Shares569
Event2026-03-31
Filed2026-05-20
PCY
1.52%INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF
Shares1.3K
Event2026-03-31
Filed2026-05-20
GSIE
2.70%GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
Shares609
Event2026-03-31
Filed2026-05-20
HPF
0.00%HANCOCK JOHN PFD INCOME FD II COM
Shares1.7K
Event2026-03-31
Filed2026-05-20
AMT
0.67%AMERICAN TOWER CORP COM
Shares151
Event2026-03-31
Filed2026-05-20
GLOV
0.22%GOLDMAN SACHS ACTIVEBETA WORLD EQUITY ETF
Shares456
Event2026-03-31
Filed2026-05-20
SPGI
-1.79%S&P GLOBAL INC COM
Shares15.0K
Event2026-03-31
Filed2026-05-20
PHG
0.00%KONINKLIJKE PHILIPS N V NY REGIS SHS NEW
Shares920
Event2026-03-31
Filed2026-05-20
KR
0.29%KROGER CO COM
Shares348
Event2026-03-31
Filed2026-05-20
SR
1.14%SPIRE INC COM
Shares267
Event2026-03-31
Filed2026-05-20
DSL
2.98%DOUBLELINE INCOME SOLUTIONS FD COM
Shares2.2K
Event2026-03-31
Filed2026-05-20
EXC
0.62%EXELON CORP COM
Shares489
Event2026-03-31
Filed2026-05-20
GIGB
10.11%GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF
Shares523
Event2026-03-31
Filed2026-05-20
XLE
0.52%STATE STREET ENERGY SELECT SECTOR SPDR ETF
Shares390
Event2026-03-31
Filed2026-05-20
TE CONNECTIVITY PLC ORD SHS
0.00%TE CONNECTIVITY PLC ORD SHS
Shares114
Event2026-03-31
Filed2026-05-20
BARRICK MNG CORP COM SHS
0.00%BARRICK MNG CORP COM SHS
Shares581
Event2026-03-31
Filed2026-05-20
RTX
-36.27%RTX CORPORATION COM
Shares123
Event2026-03-31
Filed2026-05-20
COP
0.00%CONOCOPHILLIPS COM
Shares3.3K
Event2026-03-31
Filed2026-05-20
GSSC
2.94%TR ACTIVEBETA US SMALL CAP EQUITY ETF
Shares315
Event2026-03-31
Filed2026-05-20
MSI
0.00%MOTOROLA SOLUTIONS INC COM NEW
Shares54
Event2026-03-31
Filed2026-05-20
RIVN
0.00%RIVIAN AUTOMOTIVE INC COM CL A
Shares1.6K
Event2026-03-31
Filed2026-05-20
GEM
4.25%GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF
Shares540
Event2026-03-31
Filed2026-05-20
NSC
0.00%NORFOLK SOUTHN CORP COM
Shares80
Event2026-03-31
Filed2026-05-20
OZK
0.00%BANK OZK LITTLE ROCK ARK COM
Shares500
Event2026-03-31
Filed2026-05-20
BCX
1.66%BLACKROCK RES & COMMODITIES ST SHS
Shares1.9K
Event2026-03-31
Filed2026-05-20
ARCC
-6.27%ARES CAPITAL CORP COM
Shares1.3K
Event2026-03-31
Filed2026-05-20
SNPS
0.00%SYNOPSYS INC COM
Shares57
Event2026-03-31
Filed2026-05-20
MSGS
0.00%MADISON SQUARE GRDN SPRT CORP CL A
Shares70
Event2026-03-31
Filed2026-05-20
GDLC
0.00%GRAYSCALE COINDESK CRYPTO 5 ETF
Shares719
Event2026-03-31
Filed2026-05-20
EQL
0.00%ALPS EQUAL SECTOR WEIGHT ETF
Shares471
Event2026-03-31
Filed2026-05-20
FLS
13.86%FLOWSERVE CORP COM
Shares304
Event2026-03-31
Filed2026-05-20
ABNB
0.00%AIRBNB INC COM CL A
Shares176
Event2026-03-31
Filed2026-05-20
UNILEVER PLC SPON ADR NEW
0.00%UNILEVER PLC SPON ADR NEW
Shares386
Event2026-03-31
Filed2026-05-20
EWC
0.00%ISHARES MSCI CANADA ETF
Shares400
Event2026-03-31
Filed2026-05-20
VMBS
0.00%VANGUARD MORTGAGE-BACKED SECURITIES ETF
Shares465
Event2026-03-31
Filed2026-05-20
DBC
0.00%INVESCO DB COMMODITY INDEX TRACKING FUND
Shares751
Event2026-03-31
Filed2026-05-20
NICHOLAS CRYPTO INCOME ETF
34.11%NICHOLAS CRYPTO INCOME ETF
Shares1.7K
Event2026-03-31
Filed2026-05-20
CVS
0.00%CVS HEALTH CORP COM
Shares300
Event2026-03-31
Filed2026-05-20
TRV
-39.50%TRAVELERS COMPANIES INC COM
Shares72
Event2026-03-31
Filed2026-05-20
DRI
0.00%DARDEN RESTAURANTS INC COM
Shares107
Event2026-03-31
Filed2026-05-20
IHF
0.00%ISHARES U.S. HEALTHCARE PROVIDERS ETF
Shares500
Event2026-03-31
Filed2026-05-20
UAL
0.00%UNITED AIRLS HLDGS INC COM
Shares225
Event2026-03-31
Filed2026-05-20
MGV
0.00%VANGUARD MEGA CAP VALUE ETF
Shares141
Event2026-03-31
Filed2026-05-20
RDIV
1.11%INVESCO S&P ULTRA DIVIDEND REVENUE ETF
Shares364
Event2026-03-31
Filed2026-05-20
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available