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The Analysis of Soltis Investment Advisors LLC's Holdings & P&L

Currently, Soltis Investment Advisors LLC holds 554 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in SPY (+33.4K shares, valued at $21.7M), NVDA (+51.5K shares, valued at $9.0M), XLY (+64.6K shares, valued at $7.0M); decreased their positions in PDEC (-256.6K shares, valued at $10.9M), N/A (-48.1K shares, valued at $10.3M), BND (-86.3K shares, valued at $6.4M); initiated new positions in TLT (+50.1K shares, valued at $4.3M), HAL (+107.0K shares, valued at $4.2M), N/A (+86.3K shares, valued at $3.4M).

1M P&L

+28.8M+1.93%

3M P&L

+10.6M+0.70%

HY P&L

+81.3M+5.66%

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/A511.3M

36.6%

2Semiconductors100.6M

7.2%

3Software - Infrastructure100.1M

7.2%

Top Industries by Stock Count

1N/A215 stocks

42.0%

2Software - Application14 stocks

2.7%

3Semiconductors10 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP226.3K shares2.11%2026-03-312026-04-27

NVDA NVIDIA CORPORATION474.2K shares12.19%2026-03-312026-04-27

AAPL APPLE INC267.6K shares3.75%2026-03-312026-04-27

BND VANGUARD BD INDEX FDS817.8K shares-9.55%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T72.1K shares86.45%2026-03-312026-04-27

AMZN AMAZON COM INC174.1K shares-8.63%2026-03-312026-04-27

IVV ISHARES TR47.7K shares-6.83%2026-03-312026-04-27

ALPHABET INC ALPHABET INC76.5K shares-20.69%2026-03-312026-04-27

Sponsored

SCHF SCHWAB STRATEGIC TR872.5K shares13.68%2026-03-312026-04-27

IJH ISHARES TR301.9K shares1.25%2026-03-312026-04-27

JPST J P MORGAN EXCHANGE TRADED F380.5K shares-11.06%2026-03-312026-04-27

TSLA TESLA INC43.7K shares-4.61%2026-03-312026-04-27

CVX CHEVRON CORPORATION76.4K shares1.22%2026-03-312026-04-27

META META PLATFORMS INC25.9K shares5.66%2026-03-312026-04-27

MFSI MFS ACTIVE EXCHANGE TRADED F471.5K shares10.38%2026-03-312026-04-27

INVESCO QQQ TR INVESCO QQQ TR22.6K shares5.24%2026-03-312026-04-27

Sponsored

LMT LOCKHEED MARTIN CORP19.6K shares-0.55%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON48.3K shares-17.66%2026-03-312026-04-27

NKE NIKE INC219.6K shares8.45%2026-03-312026-04-27

VANGUARD INDEX FDS VANGUARD INDEX FDS19.3K shares2.65%2026-03-312026-04-27

PAYX PAYCHEX INC124.2K shares87.03%2026-03-312026-04-27

ETR ENTERGY CORP NEW97.6K shares2.65%2026-03-312026-04-27

O REALTY INCOME CORP177.5K shares6.95%2026-03-312026-04-27

MEDTRONIC PLC MEDTRONIC PLC124.5K shares22.06%2026-03-312026-04-27

Sponsored

VWO VANGUARD INTL EQUITY INDEX F197.4K shares9.58%2026-03-312026-04-27

SLB SLB LIMITED203.5K shares1.52%2026-03-312026-04-27

ENB ENBRIDGE INC192.2K shares4.26%2026-03-312026-04-27

PEP PEPSICO INC66.3K shares11.47%2026-03-312026-04-27

AEP AMERICAN ELEC PWR CO INC76.7K shares4.84%2026-03-312026-04-27

HSY HERSHEY CO48.2K shares2.36%2026-03-312026-04-27

ALPHABET INC ALPHABET INC34.5K shares-0.29%2026-03-312026-04-27

BROADCOM INC BROADCOM INC31.6K shares4.66%2026-03-312026-04-27

Sponsored

VZ VERIZON COMMUNICATIONS INC192.2K shares-8.39%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO32.6K shares1.62%2026-03-312026-04-27

AMGN AMGEN INC27.3K shares5.02%2026-03-312026-04-27

AMT AMERICAN TOWER CORP53.6K shares21.49%2026-03-312026-04-27

KO COCA COLA CO120.6K shares4.35%2026-03-312026-04-27

RIO RIO TINTO PLC96.8K shares-35.93%2026-03-312026-04-27

PG PROCTER & GAMBLE CO61.9K shares21.77%2026-03-312026-04-27

IJR ISHARES TR70.8K shares-2.70%2026-03-312026-04-27

Sponsored

CITIGROUP INC CITIGROUP INC77.4K shares-6.71%2026-03-312026-04-27

XOM EXXON MOBIL CORP51.5K shares63.41%2026-03-312026-04-27

APOC INNOVATOR ETFS TRUST339.7K shares-15.32%2026-03-312026-04-27

IVW ISHARES TR73.2K shares6.30%2026-03-312026-04-27

XLY SELECT SECTOR SPDR TR75.3K shares604.43%2026-03-312026-04-27

UNH UNITEDHEALTH GROUP INC30.2K shares7.42%2026-03-312026-04-27

BALT INNOVATOR ETFS TRUST238.3K shares598.99%2026-03-312026-04-27

EQR EQUITY RESIDENTIAL130.1K shares12.65%2026-03-312026-04-27

Sponsored

IVE ISHARES TR35.7K shares4.94%2026-03-312026-04-27

VTEB VANGUARD MUN BD FDS150.6K shares4.71%2026-03-312026-04-27

AMAT APPLIED MATLS INC21.8K shares-16.16%2026-03-312026-04-27

GEV GE VERNOVA INC8.4K shares152.62%2026-03-312026-04-27

ABBV ABBVIE INC33.7K shares-1.20%2026-03-312026-04-27

ES EVERSOURCE ENERGY105.0K shares7.54%2026-03-312026-04-27

NOC NORTHROP GRUMMAN CORP10.6K shares77.11%2026-03-312026-04-27

TSM TAIWAN SEMICONDUCTOR MANUFAC21.4K shares-20.87%2026-03-312026-04-27

Sponsored

NET CLOUDFLARE INC34.6K shares1.33%2026-03-312026-04-27

MCK MCKESSON CORP8.2K shares-1.67%2026-03-312026-04-27

UPS UNITED PARCEL SVCS INC69.8K shares10.08%2026-03-312026-04-27

ZTS ZOETIS INC56.8K shares919.00%2026-03-312026-04-27

VTI VANGUARD INDEX FDS20.6K shares47.84%2026-03-312026-04-27

TAIL CAMBRIA ETF TR561.7K shares153.03%2026-03-312026-04-27

FDX FEDEX CORP18.3K shares55.42%2026-03-312026-04-27

CAT CATERPILLAR INC9.1K shares319.10%2026-03-312026-04-27

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP18.4K shares2.74%2026-03-312026-04-27

WMT WALMART INC49.0K shares88.68%2026-03-312026-04-27

IVOO VANGUARD ADMIRAL FDS INC51.3K shares-6.26%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL12.2K shares-5.21%2026-03-312026-04-27

GPC GENUINE PARTS CO55.0K shares10.51%2026-03-312026-04-27

NFLX NETFLIX INC.60.4K shares39.58%2026-03-312026-04-27

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD346.6K shares-10.13%2026-03-312026-04-27

CMCSA COMCAST CORP NEW199.0K shares51.43%2026-03-312026-04-27

Sponsored

MERCK & CO INC MERCK & CO INC47.4K shares1.31%2026-03-312026-04-27

IXUS ISHARES TR65.2K shares-0.26%2026-03-312026-04-27

BA BOEING CO28.3K shares3.60%2026-03-312026-04-27

ASML ASML HLDG NV4.3K shares-0.95%2026-03-312026-04-27

SHW SHERWIN WILLIAMS CO17.5K shares0.12%2026-03-312026-04-27

ORLY OREILLY AUTOMOTIVE INC59.6K shares-2.85%2026-03-312026-04-27

ITOT ISHARES TR37.0K shares-0.36%2026-03-312026-04-27

GLW CORNING INC37.0K shares-28.92%2026-03-312026-04-27

Sponsored

ALSN ALLISON TRANSMISSION HLDGS I42.7K shares27.93%2026-03-312026-04-27

NOW SERVICENOW INC47.5K shares2.62%2026-03-312026-04-27

SPG SIMON PPTY GROUP INC NEW26.3K shares5.01%2026-03-312026-04-27

GBCI GLACIER BANCORP INC NEW105.8K shares-1.65%2026-03-312026-04-27

COST COSTCO WHOLESALE CORPORATION4.7K shares9.53%2026-03-312026-04-27

IJK ISHARES TR45.2K shares4.53%2026-03-312026-04-27

LLY ELI LILLY & CO4.9K shares-22.26%2026-03-312026-04-27

ORCL ORACLE CORP30.5K shares9.17%2026-03-312026-04-27

Sponsored

ALTL PACER FDS TR102.0K shares0.00%2026-03-312026-04-27

FCTR FIRST TR EXCHANGE-TRADED FD124.7K shares-0.90%2026-03-312026-04-27

SBUX STARBUCKS CORP49.6K shares171.56%2026-03-312026-04-27

SCHD SCHWAB STRATEGIC TR141.9K shares-0.88%2026-03-312026-04-27

TLT ISHARES TR50.1K sharesnew addition2026-03-312026-04-27

MNST MONSTER BEVERAGE CORP NEW59.8K shares36.21%2026-03-312026-04-27

ARISTA NETWORKS INC ARISTA NETWORKS INC35.2K shares-0.34%2026-03-312026-04-27

WSM WILLIAMS SONOMA INC23.7K shares24.78%2026-03-312026-04-27

Sponsored

HAL HALLIBURTON CO107.0K sharesnew addition2026-03-312026-04-27

V VISA INC13.7K shares-32.18%2026-03-312026-04-27

IJJ ISHARES TR30.5K shares5.90%2026-03-312026-04-27

HWM HOWMET AEROSPACE INC17.2K shares-1.25%2026-03-312026-04-27

JEPI J P MORGAN EXCHANGE TRADED F70.0K shares-10.24%2026-03-312026-04-27

IEFA ISHARES TR42.6K shares4.67%2026-03-312026-04-27

NEM NEWMONT CORP34.5K shares469.59%2026-03-312026-04-27

XLK SELECT SECTOR SPDR TR27.7K shares-4.97%2026-03-312026-04-27

Sponsored

CDX SIMPLIFY EXCHANGE TRADED FUN172.0K shares11.28%2026-03-312026-04-27

GE AEROSPACE GE AEROSPACE12.2K shares5.58%2026-03-312026-04-27

AMCOR PLC AMCOR PLC86.3K sharesnew addition2026-03-312026-04-27

RTX RTX CORPORATION17.6K shares1.73%2026-03-312026-04-27

VEA VANGUARD TAX-MANAGED FDS52.7K shares10.67%2026-03-312026-04-27

XLI SELECT SECTOR SPDR TR20.7K shares413.17%2026-03-312026-04-27

FBND FIDELITY MERRIMACK STR TR73.4K shares420.88%2026-03-312026-04-27

EATON CORP PLC EATON CORP PLC9.3K shares0.84%2026-03-312026-04-27

Sponsored

BITB BITWISE BITCOIN ETF TR90.1K shares1.26%2026-03-312026-04-27

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND16.5K shares-38.10%2026-03-312026-04-27

IWF ISHARES TR7.6K shares-0.77%2026-03-312026-04-27

AGG ISHARES TR30.9K shares-0.09%2026-03-312026-04-27

ROST ROSS STORES INC14.1K sharesnew addition2026-03-312026-04-27

VO VANGUARD INDEX FDS10.3K shares-28.64%2026-03-312026-04-27

PULS PGIM ETF TR59.3K shares-15.02%2026-03-312026-04-27

VNQ VANGUARD INDEX FDS33.0K shares2.51%2026-03-312026-04-27

Sponsored

STIP ISHARES TR27.5K shares0.01%2026-03-312026-04-27

ALB ALBEMARLE CORP15.7K shares4.89%2026-03-312026-04-27

UNP UNION PAC CORP11.6K shares282.80%2026-03-312026-04-27

WFC WELLS FARGO & CO34.7K shares0.25%2026-03-312026-04-27

VB VANGUARD INDEX FDS10.5K shares7.10%2026-03-312026-04-27

COP CONOCOPHILLIPS20.5K shares-1.67%2026-03-312026-04-27

FESM FIDELITY COVINGTON TRUST68.9K shares578.52%2026-03-312026-04-27

IJT ISHARES TR17.7K shares3.42%2026-03-312026-04-27

Sponsored

PTLC PACER FDS TR48.3K shares-10.69%2026-03-312026-04-27

FPE FIRST TR EXCH TRADED FD III138.3K shares295.28%2026-03-312026-04-27

GLD SPDR GOLD TR5.7K shares-2.85%2026-03-312026-04-27

MAR MARRIOTT INTL INC NEW7.3K shares-0.37%2026-03-312026-04-27

PLTR PALANTIR TECHNOLOGIES INC16.1K shares-0.72%2026-03-312026-04-27

BSV VANGUARD BD INDEX FDS29.6K shares0.42%2026-03-312026-04-27

TOL TOLL BROTHERS INC17.0K sharesnew addition2026-03-312026-04-27

VGT VANGUARD WORLD FD3.2K shares-42.53%2026-03-312026-04-27

Sponsored

MCD MCDONALDS CORP7.2K shares157.16%2026-03-312026-04-27

SCHE SCHWAB STRATEGIC TR66.6K shares31.64%2026-03-312026-04-27

PM PHILIP MORRIS INTL INC13.1K shares4.64%2026-03-312026-04-27

ADI ANALOG DEVICES INC6.4K shares-3.02%2026-03-312026-04-27

VCSH VANGUARD SCOTTSDALE FDS24.9K shares2.18%2026-03-312026-04-27

LNG CHENIERE ENERGY INC6.9K sharesnew addition2026-03-312026-04-27

SKYW SKYWEST INC21.1K shares-2.26%2026-03-312026-04-27

FTEC FIDELITY COVINGTON TRUST9.2K shares13.31%2026-03-312026-04-27

Sponsored

MA MASTERCARD INCORPORATED3.7K shares-58.50%2026-03-312026-04-27

BUFF INNOVATOR ETFS TRUST37.5K shares2.73%2026-03-312026-04-27

HEI HEICO CORP NEW6.7K shares-2.45%2026-03-312026-04-27

MBB ISHARES TR19.0K sharesnew addition2026-03-312026-04-27

IWM ISHARES TR7.2K shares16.13%2026-03-312026-04-27

MU MICRON TECHNOLOGY INC5.3K shares15.50%2026-03-312026-04-27

TMO THERMO FISHER SCIENTIFIC INC3.6K shares-0.69%2026-03-312026-04-27

FIX COMFORT SYS USA INC1.3K shares8.05%2026-03-312026-04-27

Sponsored

QUAL ISHARES TR9.1K shares-1.41%2026-03-312026-04-27

IBM INTERNATIONAL BUSINESS MACHS7.2K shares25.73%2026-03-312026-04-27

GS GOLDMAN SACHS GROUP INC2.1K shares6.10%2026-03-312026-04-27

ULTA ULTA BEAUTY INC3.3K shares-34.84%2026-03-312026-04-27

INTC INTEL CORP38.7K shares-18.07%2026-03-312026-04-27

BAC BANK AMERICA CORP33.8K shares11.40%2026-03-312026-04-27

HD HOME DEPOT INC5.0K shares-13.00%2026-03-312026-04-27

VTV VANGUARD INDEX FDS8.2K shares-4.23%2026-03-312026-04-27

Sponsored

IJS ISHARES TR13.5K shares-26.52%2026-03-312026-04-27

MINT PIMCO ETF TR15.7K shares-4.28%2026-03-312026-04-27

DPZ DOMINOS PIZZA INC4.4K shares-54.63%2026-03-312026-04-27

FDVV FIDELITY COVINGTON TRUST28.4K shares20.50%2026-03-312026-04-27

XLF SELECT SECTOR SPDR TR31.2K shares30.84%2026-03-312026-04-27

SCHP SCHWAB STRATEGIC TR57.8K shares-14.40%2026-03-312026-04-27

IUSV ISHARES TR14.9K shares0.03%2026-03-312026-04-27

MCHP MICROCHIP TECHNOLOGY INC.22.9K shares2.12%2026-03-312026-04-27

Sponsored

DON WISDOMTREE TR28.2K shares-5.28%2026-03-312026-04-27

FREL FIDELITY COVINGTON TRUST54.7K shares0.79%2026-03-312026-04-27

SUB ISHARES TR13.7K shares0.00%2026-03-312026-04-27

RC READY CAPITAL CORP898.7K shares0.10%2026-03-312026-04-27

ZION ZIONS BANCORPORATION NATL AS25.0K shares-1.49%2026-03-312026-04-27

AMD ADVANCED MICRO DEVICES INC7.1K shares0.76%2026-03-312026-04-27

DAL DELTA AIR LINES INC21.5K shares84.62%2026-03-312026-04-27

SLV ISHARES SILVER TR20.9K shares0.65%2026-03-312026-04-27

Sponsored

QCOM QUALCOMM INC10.9K shares-0.08%2026-03-312026-04-27

CSCO CISCO SYS INC17.7K shares17.01%2026-03-312026-04-27

ELS EQUITY LIFESTYLE PROPERTIES21.8K shares0.07%2026-03-312026-04-27

LAM RESEARCH CORP LAM RESEARCH CORP6.3K shares-88.40%2026-03-312026-04-27

XLV SELECT SECTOR SPDR TR8.9K shares-9.16%2026-03-312026-04-27

AXP AMERICAN EXPRESS CO4.3K shares8.17%2026-03-312026-04-27

COF CAPITAL ONE FINL CORP7.0K shares-1.43%2026-03-312026-04-27

SPYG SPDR SERIES TRUST13.1K shares50.03%2026-03-312026-04-27

Sponsored

AXIL AXIL BRANDS INC180.0K shares0.00%2026-03-312026-04-27

HSBC HSBC HLDGS PLC15.2K shares2.32%2026-03-312026-04-27

TRV TRAVELERS COMPANIES INC4.2K sharesnew addition2026-03-312026-04-27

MS MORGAN STANLEY7.5K shares10.86%2026-03-312026-04-27

XLC SELECT SECTOR SPDR TR11.1K shares-15.21%2026-03-312026-04-27

NEE NEXTERA ENERGY INC12.7K shares6.16%2026-03-312026-04-27

LINDE PLC LINDE PLC2.4K shares25.77%2026-03-312026-04-27

IEMG ISHARES INC16.9K shares1.05%2026-03-312026-04-27

Sponsored

CRM SALESFORCE INC6.3K shares-7.81%2026-03-312026-04-27

BMY BRISTOL-MYERS SQUIBB CO19.2K shares44.17%2026-03-312026-04-27

USMV ISHARES TR12.5K shares-0.46%2026-03-312026-04-27

UBER UBER TECHNOLOGIES INC16.1K shares2.95%2026-03-312026-04-27

ETHW BITWISE ETHEREUM ETF76.7K shares-0.69%2026-03-312026-04-27

LOVE LOVESAC COMPANY76.3K shares0.00%2026-03-312026-04-27

PSEP INNOVATOR ETFS TRUST26.0K shares-0.72%2026-03-312026-04-27

TJX TJX COS INC NEW7.0K shares18.86%2026-03-312026-04-27

Sponsored

HEI.A HEICO CORP NEW5.2K shares-3.28%2026-03-312026-04-27

SOFI SOFI TECHNOLOGIES INC68.9K shares7.22%2026-03-312026-04-27

FBTC FIDELITY WISE ORIGIN BITCOIN18.3K shares6.44%2026-03-312026-04-27

FELG FIDELITY COVINGTON TRUST28.5K sharesnew addition2026-03-312026-04-27

SRLN SSGA ACTIVE ETF TR26.5K shares-55.03%2026-03-312026-04-27

CRWD CROWDSTRIKE HLDGS INC2.7K shares0.55%2026-03-312026-04-27

GM GENERAL MTRS CO14.1K shares23.43%2026-03-312026-04-27

PSX PHILLIPS 665.6K shares-0.39%2026-03-312026-04-27

Sponsored

BITWISE FUNDS TRUST BITWISE FUNDS TRUST54.2K shares-4.91%2026-03-312026-04-27

GBTC GRAYSCALE BITCOIN TRUST ETF19.2K shares-1.64%2026-03-312026-04-27

MO ALTRIA GROUP INC15.3K shares-9.05%2026-03-312026-04-27

ADP AUTOMATIC DATA PROCESSING IN5.0K shares21.32%2026-03-312026-04-27

VBR VANGUARD INDEX FDS4.6K shares-37.24%2026-03-312026-04-27

CB CHUBB LTD SWITZ3.1K shares7.19%2026-03-312026-04-27

SCHB SCHWAB STRATEGIC TR39.7K shares3.22%2026-03-312026-04-27

CL COLGATE PALMOLIVE CO11.6K shares5.01%2026-03-312026-04-27

Sponsored

IWV ISHARES TR2.6K shares0.00%2026-03-312026-04-27

HDV ISHARES TR7.2K shares-3.35%2026-03-312026-04-27

FCX FREEPORT MCMORAN INC16.6K shares7.69%2026-03-312026-04-27

BITWISE 10 CRYPTO INDEX ETF BITWISE 10 CRYPTO INDEX ETF21.9K shares-1.19%2026-03-312026-04-27

THE CIGNA GROUP THE CIGNA GROUP3.6K shares11.32%2026-03-312026-04-27

VUG VANGUARD INDEX FDS2.2K shares-15.33%2026-03-312026-04-27

JMST J P MORGAN EXCHANGE TRADED F18.4K shares73.50%2026-03-312026-04-27

MUB ISHARES TR8.8K shares-22.57%2026-03-312026-04-27

Sponsored

HCA HCA HEALTHCARE INC2.0K shares5.00%2026-03-312026-04-27

ACEI INNOVATOR ETFS TRUST39.8K shares193.06%2026-03-312026-04-27

TIP ISHARES TR8.3K shares-35.13%2026-03-312026-04-27

HON HONEYWELL INTL INC4.0K shares35.52%2026-03-312026-04-27

BUFQ FIRST TR EXCHNG TRADED FD VI25.3K shares-7.23%2026-03-312026-04-27

SYK STRYKER CORPORATION2.7K shares19.43%2026-03-312026-04-27

PJAN INNOVATOR ETFS TRUST19.2K shares7.25%2026-03-312026-04-27

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW6.8K shares3.55%2026-03-312026-04-27

Sponsored

FCOM FIDELITY COVINGTON TRUST13.0K shares12.39%2026-03-312026-04-27

VOOV VANGUARD ADMIRAL FDS INC4.3K shares0.00%2026-03-312026-04-27

ISEP INNOVATOR ETFS TRUST26.6K shares0.00%2026-03-312026-04-27

XLE SELECT SECTOR SPDR TR14.2K shares-11.33%2026-03-312026-04-27

BUCK SIMPLIFY EXCHANGE TRADED FUN36.1K shares84.63%2026-03-312026-04-27

APH AMPHENOL CORP6.6K shares46.06%2026-03-312026-04-27

ABT ABBOTT LABORATORIES8.1K shares-2.15%2026-03-312026-04-27

JAJL INNOVATOR ETFS TRUST28.4K shares0.02%2026-03-312026-04-27

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EMR EMERSON ELEC CO6.3K shares0.53%2026-03-312026-04-27

DIA STATE STR SPDR DOW JONES IND1.8K shares-24.80%2026-03-312026-04-27

VWOB VANGUARD WHITEHALL FDS12.5K shares-0.57%2026-03-312026-04-27

CARR CARRIER GLOBAL CORPORATION14.4K shares11.84%2026-03-312026-04-27

IBIT ISHARES BITCOIN TRUST ETF21.0K shares99.12%2026-03-312026-04-27

SMH VANECK ETF TRUST2.1K shares-0.99%2026-03-312026-04-27

LOW LOWES COS INC3.4K shares3.96%2026-03-312026-04-27

DIS DISNEY WALT CO8.3K shares8.98%2026-03-312026-04-27

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TMUS T-MOBILE US INC3.7K shares17.55%2026-03-312026-04-27

AFL AFLAC INC7.0K shares2.12%2026-03-312026-04-27

VXUS VANGUARD STAR FDS10.0K shares60.97%2026-03-312026-04-27

REGN REGENERON PHARMACEUTICALS996 shares15.55%2026-03-312026-04-27

JEPQ J P MORGAN EXCHANGE TRADED F13.5K shares-21.79%2026-03-312026-04-27

SHOP SHOPIFY INC6.3K shares-0.67%2026-03-312026-04-27

NSC NORFOLK SOUTHN CORP2.6K shares0.91%2026-03-312026-04-27

BNDX VANGUARD CHARLOTTE FDS15.2K shares-1.23%2026-03-312026-04-27

Sponsored

VDE VANGUARD WORLD FD4.2K shares20.50%2026-03-312026-04-27

VIOO VANGUARD ADMIRAL FDS INC6.3K shares1.83%2026-03-312026-04-27

EFA ISHARES TR7.4K shares-1.53%2026-03-312026-04-27

MMM 3M CO4.9K shares-1.52%2026-03-312026-04-27

PNC PNC FINL SVCS GROUP INC3.4K shares8.38%2026-03-312026-04-27

CLIP GLOBAL X FDS7.1K shares0.33%2026-03-312026-04-27

VYM VANGUARD WHITEHALL FDS4.8K shares9.48%2026-03-312026-04-27

GILD GILEAD SCIENCES INC5.0K shares5.28%2026-03-312026-04-27

Sponsored

MMC MARSH & MCLENNAN COS INC4.0K shares58.56%2026-03-312026-04-27

CMI CUMMINS INC1.3K shares14.46%2026-03-312026-04-27

RY ROYAL BK CDA4.3K shares2.52%2026-03-312026-04-27

IWB ISHARES TR1.9K shares10.24%2026-03-312026-04-27

T AT&T INC23.7K shares24.22%2026-03-312026-04-27

BLV VANGUARD BD INDEX FDS9.9K shares-1.78%2026-03-312026-04-27

FDIS FIDELITY COVINGTON TRUST7.3K shares8.25%2026-03-312026-04-27

SCHG SCHWAB STRATEGIC TR23.2K shares-19.72%2026-03-312026-04-27

Sponsored

KLAC KLA CORP457 shares10.92%2026-03-312026-04-27

BLACKROCK INC BLACKROCK INC694 shares7.43%2026-03-312026-04-27

EXPD EXPEDITORS INTL WASH INC4.6K shares2.43%2026-03-312026-04-27

MTUM ISHARES TR2.7K shares1.42%2026-03-312026-04-27

INTU INTUIT1.5K shares-0.72%2026-03-312026-04-27

ISHARES GOLD TR ISHARES GOLD TR7.3K shares1.27%2026-03-312026-04-27

MORT VANECK ETF TRUST62.8K shares-48.83%2026-03-312026-04-27

PH PARKER-HANNIFIN CORP717 shares-7.36%2026-03-312026-04-27

Sponsored

AON PLC AON PLC2.0K shares4.36%2026-03-312026-04-27

HYG ISHARES TR8.0K shares-52.50%2026-03-312026-04-27

WDC WESTERN DIGITAL CORP2.3K shares51.98%2026-03-312026-04-27

BKNG BOOKING HOLDINGS INC150 shares-74.36%2026-03-312026-04-27

DHR DANAHER CORP DEL3.3K shares5.45%2026-03-312026-04-27

MPC MARATHON PETE CORP2.5K shares0.92%2026-03-312026-04-27

SNOW SNOWFLAKE INC4.1K shares31.41%2026-03-312026-04-27

FLTB FIDELITY MERRIMACK STR TR12.3K shares0.00%2026-03-312026-04-27

Sponsored

IUSG ISHARES TR3.9K shares2.39%2026-03-312026-04-27

PDI PIMCO DYNAMIC INCOME FD35.4K shares-25.37%2026-03-312026-04-27

PFE PFIZER INC21.6K shares23.30%2026-03-312026-04-27

DE DEERE & CO1.1K shares8.40%2026-03-312026-04-27

BUFR FIRST TR EXCHNG TRADED FD VI17.8K shares-0.01%2026-03-312026-04-27

SPYV SPDR SERIES TRUST10.6K shares15.22%2026-03-312026-04-27

F FORD MTR CO51.7K shares31.34%2026-03-312026-04-27

PCAR PACCAR INC5.1K shares4.83%2026-03-312026-04-27

Sponsored

CVS CVS HEALTH CORP8.2K shares2.34%2026-03-312026-04-27

DDTS INNOVATOR ETFS TRUST28.0K shares0.00%2026-03-312026-04-27

TRGP TARGA RES CORP2.3K shares-21.93%2026-03-312026-04-27

DFUS DIMENSIONAL ETF TRUST8.2K shares0.23%2026-03-312026-04-27

VEU VANGUARD INTL EQUITY INDEX F7.7K shares-8.64%2026-03-312026-04-27

EW EDWARDS LIFESCIENCES CORP7.2K shares4.99%2026-03-312026-04-27

VOOG VANGUARD ADMIRAL FDS INC1.4K shares3.44%2026-03-312026-04-27

J JACOBS SOLUTIONS INC4.5K shares-6.32%2026-03-312026-04-27

Sponsored

DGRO ISHARES TR8.1K shares-22.39%2026-03-312026-04-27

ADBE ADOBE INC2.4K shares-59.04%2026-03-312026-04-27

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.5K shares28.37%2026-03-312026-04-27

VT VANGUARD INTL EQUITY INDEX F4.1K shares38.42%2026-03-312026-04-27

IWD ISHARES TR2.7K shares-5.35%2026-03-312026-04-27

VSS VANGUARD INTL EQUITY INDEX F3.8K shares3.21%2026-03-312026-04-27

TSCO TRACTOR SUPPLY CO12.1K sharesnew addition2026-03-312026-04-27

PAUG INNOVATOR ETFS TRUST12.8K shares-10.09%2026-03-312026-04-27

Sponsored

SCHW SCHWAB CHARLES CORP5.8K shares11.89%2026-03-312026-04-27

TXN TEXAS INSTRS INC2.8K shares0.50%2026-03-312026-04-27

REM ISHARES TR25.3K shares-56.01%2026-03-312026-04-27

EQIX EQUINIX INC552 shares34.63%2026-03-312026-04-27

VSDM VANGUARD MUN BD FDS7.0K shares80.48%2026-03-312026-04-27

EPD ENTERPRISE PRODS PARTNERS L14.1K shares0.86%2026-03-312026-04-27

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET17.7K shares72.83%2026-03-312026-04-27

SHEL SHELL PLC5.7K shares87.71%2026-03-312026-04-27

Sponsored

STLD STEEL DYNAMICS INC2.9K sharesnew addition2026-03-312026-04-27

EIX EDISON INTL7.0K shares42.49%2026-03-312026-04-27

ISRG INTUITIVE SURGICAL INC1.1K shares11.61%2026-03-312026-04-27

ILCB ISHARES TR5.5K shares0.02%2026-03-312026-04-27

PGR PROGRESSIVE CORP2.5K shares-3.49%2026-03-312026-04-27

VRT VERTIV HOLDINGS CO2.0K shares28.94%2026-03-312026-04-27

ICE INTERCONTINENTAL EXCHANGE IN3.1K shares3.37%2026-03-312026-04-27

PHYS SPROTT ASSET MANAGEMENT LP13.7K shares-0.65%2026-03-312026-04-27

Sponsored

CELESTICA INC CELESTICA INC1.7K sharesnew addition2026-03-312026-04-27

BUFD FIRST TR EXCHNG TRADED FD VI17.1K shares0.00%2026-03-312026-04-27

USB US BANCORP9.2K shares11.33%2026-03-312026-04-27

SPHQ INVESCO EXCHANGE TRADED FD T6.4K shares-6.50%2026-03-312026-04-27

ASTRAZENECA PLC ASTRAZENECA PLC2.4K sharesnew addition2026-03-312026-04-27

SIVR ABRDN SILVER ETF TRUST6.7K shares30.28%2026-03-312026-04-27

SCHV SCHWAB STRATEGIC TR15.6K shares-1.10%2026-03-312026-04-27

ABNB AIRBNB INC3.8K shares21.65%2026-03-312026-04-27

Sponsored

OTIS OTIS WORLDWIDE CORP6.1K shares-3.94%2026-03-312026-04-27

JCI JOHNSON CONTROLS INTERNATION3.6K shares20.28%2026-03-312026-04-27

MDLZ MONDELEZ INTL INC8.2K shares4.05%2026-03-312026-04-27

XLP SELECT SECTOR SPDR TR5.8K shares-15.34%2026-03-312026-04-27

IEUR ISHARES TR6.7K shares0.00%2026-03-312026-04-27

PCG PG&E CORP26.5K shares29.98%2026-03-312026-04-27

PLD PROLOGIS INC.3.5K shares14.32%2026-03-312026-04-27

PANW PALO ALTO NETWORKS INC2.9K shares-35.04%2026-03-312026-04-27

Sponsored

FSTA FIDELITY COVINGTON TRUST8.8K shares7.17%2026-03-312026-04-27

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC4.6K shares7.25%2026-03-312026-04-27

ACWX ISHARES TR6.6K shares19.90%2026-03-312026-04-27

BLACKSTONE INC BLACKSTONE INC3.9K shares-9.16%2026-03-312026-04-27

SOXX ISHARES TR1.3K shares-6.45%2026-03-312026-04-27

MFIN MEDALLION FINANCIAL CORP51.8K shares0.01%2026-03-312026-04-27

POOL POOL CORP2.2K shares53.70%2026-03-312026-04-27

DFAI DIMENSIONAL ETF TRUST11.2K shares-3.27%2026-03-312026-04-27

Sponsored

BP BP PLC9.3K shares5.59%2026-03-312026-04-27

FTI TECHNIPFMC PLC6.3K shares27.18%2026-03-312026-04-27

AIQ GLOBAL X FDS9.3K shares6.98%2026-03-312026-04-27

VLO VALERO ENERGY CORP1.8K shares2.81%2026-03-312026-04-27

SO SOUTHERN CO4.5K shares-1.99%2026-03-312026-04-27

XTJA INNOVATOR ETFS TRUST14.2K sharesnew addition2026-03-312026-04-27

BSX BOSTON SCIENTIFIC CORP6.9K shares42.66%2026-03-312026-04-27

VRTX VERTEX PHARMACEUTICALS INC959 shares9.73%2026-03-312026-04-27

Sponsored

TXT TEXTRON INC4.9K shares65.81%2026-03-312026-04-27

QQQM INVESCO EXCH TRADED FD TR II1.8K shares91.60%2026-03-312026-04-27

EMLP FIRST TR EXCHANGE-TRADED FD9.8K shares0.03%2026-03-312026-04-27

SPMO INVESCO EXCH TRADED FD TR II3.8K shares-6.80%2026-03-312026-04-27

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD33.1K shares-20.35%2026-03-312026-04-27

APP APPLOVIN CORP1.0K shares0.29%2026-03-312026-04-27

CHRW C H ROBINSON WORLDWIDE IN2.4K sharesnew addition2026-03-312026-04-27

DGRW WISDOMTREE TR4.5K shares-11.77%2026-03-312026-04-27

Sponsored

DVY ISHARES TR2.6K shares-84.46%2026-03-312026-04-27

FHLC FIDELITY COVINGTON TRUST5.6K shares27.86%2026-03-312026-04-27

EXPE EXPEDIA GROUP INC1.7K shares-9.62%2026-03-312026-04-27

VHT VANGUARD WORLD FD1.4K shares0.70%2026-03-312026-04-27

FSK FS KKR CAP CORP38.2K shares16.63%2026-03-312026-04-27

APD AIR PRODUCTS AND CHEMICALS I1.3K shares0.31%2026-03-312026-04-27

TGT TARGET CORP3.1K shares40.24%2026-03-312026-04-27

CLX CLOROX CO DEL3.6K shares6.24%2026-03-312026-04-27

Sponsored

GOVT ISHARES TR16.2K shares-37.02%2026-03-312026-04-27

VFMO VANGUARD WELLINGTON FD1.9K shares-38.49%2026-03-312026-04-27

MSTR STRATEGY INC3.0K shares7.51%2026-03-312026-04-27

KEYS KEYSIGHT TECHNOLOGIES INC1.3K shares22.48%2026-03-312026-04-27

GDLC GRAYSCALE COINDESK CRYPTO11.7K shares4.86%2026-03-312026-04-27

ETHE GRAYSCALE ETHEREUM STAKING E21.3K shares-0.04%2026-03-312026-04-27

SPGI S&P GLOBAL INC852 shares-87.86%2026-03-312026-04-27

CCL CARNIVAL CORP13.9K shares16.95%2026-03-312026-04-27

Sponsored

XLU SELECT SECTOR SPDR TR7.8K shares-87.02%2026-03-312026-04-27

QGRW WISDOMTREE TR6.7K shares-15.50%2026-03-312026-04-27

EOG EOG RES INC2.5K sharesnew addition2026-03-312026-04-27

KKR & CO INC KKR & CO INC3.8K shares66.43%2026-03-312026-04-27

JVAL J P MORGAN EXCHANGE TRADED F7.2K shares-38.25%2026-03-312026-04-27

LHX L3HARRIS TECHNOLOGIES INC1.0K shares15.90%2026-03-312026-04-27

UAPR INNOVATOR ETFS TRUST10.4K shares-1.77%2026-03-312026-04-27

SRE SEMPRA3.6K shares14.97%2026-03-312026-04-27

Sponsored

WM WASTE MGMT INC DEL1.5K shares16.50%2026-03-312026-04-27

XLB SELECT SECTOR SPDR TR6.9K sharesnew addition2026-03-312026-04-27

SNDK SANDISK CORP539 sharesnew addition2026-03-312026-04-27

SCHX SCHWAB STRATEGIC TR13.3K shares8.30%2026-03-312026-04-27

GDX VANECK ETF TRUST3.7K shares-14.38%2026-03-312026-04-27

KMI KINDER MORGAN INC DEL10.1K shares32.68%2026-03-312026-04-27

BARRICK MNG CORP BARRICK MNG CORP8.3K shares43.76%2026-03-312026-04-27

FTNT FORTINET INC4.1K shares9.98%2026-03-312026-04-27

Sponsored

TPR TAPESTRY INC2.4K shares12.64%2026-03-312026-04-27

ACII INNOVATOR ETFS TRUST13.3K sharesnew addition2026-03-312026-04-27

LDOS LEIDOS HOLDINGS INC2.1K shares-3.42%2026-03-312026-04-27

CFG CITIZENS FINL GROUP INC5.6K shares27.85%2026-03-312026-04-27

XLG INVESCO EXCHANGE TRADED FD T6.1K shares6.36%2026-03-312026-04-27

BK BANK NEW YORK MELLON CORP2.8K shares17.23%2026-03-312026-04-27

FI FISERV INC5.9K shares28.03%2026-03-312026-04-27

CTVA CORTEVA INC3.9K shares21.84%2026-03-312026-04-27

Sponsored

FTV FORTIVE CORP5.9K shares-12.02%2026-03-312026-04-27

WELL WELLTOWER INC1.6K shares-3.00%2026-03-312026-04-27

VFH VANGUARD WORLD FD2.7K shares0.30%2026-03-312026-04-27

AHR AMERICAN HEALTHCARE REIT INC6.8K shares0.00%2026-03-312026-04-27

PDEC INNOVATOR ETFS TRUST7.5K shares-97.15%2026-03-312026-04-27

ITW ILLINOIS TOOL WKS INC1.2K shares16.29%2026-03-312026-04-27

RCL ROYAL CARIBBEAN GROUP1.1K shares14.36%2026-03-312026-04-27

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN14.9K shares32.06%2026-03-312026-04-27

Sponsored

EBAY EBAY INC.3.4K shares13.14%2026-03-312026-04-27

KR KROGER CO4.2K shares9.34%2026-03-312026-04-27

ADM ARCHER DANIELS MIDLAND CO4.1K sharesnew addition2026-03-312026-04-27

TT TRANE TECHNOLOGIES PLC717 shares-88.92%2026-03-312026-04-27

SPYM SPDR SERIES TRUST3.9K sharesnew addition2026-03-312026-04-27

BMAY INNOVATOR ETFS TRUST6.6K shares0.00%2026-03-312026-04-27

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST15.6K sharesnew addition2026-03-312026-04-27

AIG AMERICAN INTL GROUP INC3.9K shares1.73%2026-03-312026-04-27

Sponsored

COIN COINBASE GLOBAL INC1.7K shares-88.57%2026-03-312026-04-27

OEF ISHARES TR913 shares1.22%2026-03-312026-04-27

BJUL INNOVATOR ETFS TRUST5.8K shares0.00%2026-03-312026-04-27

MSI MOTOROLA SOLUTIONS INC663 shares16.32%2026-03-312026-04-27

ED CONSOLIDATED EDISON INC2.5K sharesnew addition2026-03-312026-04-27

VOT VANGUARD INDEX FDS1.1K shares0.09%2026-03-312026-04-27

FNDF SCHWAB STRATEGIC TR5.7K shares0.00%2026-03-312026-04-27

ZAUG INNOVATOR ETFS TRUST10.5K shares0.00%2026-03-312026-04-27

Sponsored

ALL ALLSTATE CORP1.3K sharesnew addition2026-03-312026-04-27

ZOCT INNOVATOR ETFS TRUST10.3K shares-2.28%2026-03-312026-04-27

BSEP INNOVATOR ETFS TRUST5.7K shares0.00%2026-03-312026-04-27

NVS NOVARTIS AG1.8K shares2.58%2026-03-312026-04-27

SPDW SPDR INDEX SHS FDS6.0K shares-12.44%2026-03-312026-04-27

XLRE SELECT SECTOR SPDR TR6.6K shares-34.43%2026-03-312026-04-27

RA BROOKFIELD REAL ASSETS INCOM20.9K shares-28.95%2026-03-312026-04-27

JBHT HUNT J B TRANS SVCS INC1.3K sharesnew addition2026-03-312026-04-27

Sponsored

OXY OCCIDENTAL PETE CORP4.1K sharesnew addition2026-03-312026-04-27

HIG HARTFORD INSURANCE GROUP INC2.0K shares25.22%2026-03-312026-04-27

CBRE CBRE GROUP INC2.0K shares-4.28%2026-03-312026-04-27

TER TERADYNE INC899 sharesnew addition2026-03-312026-04-27

ROK ROCKWELL AUTOMATION INC739 shares-1.20%2026-03-312026-04-27

ACP ABRDN INCOME CREDIT STRATEGI51.7K shares-36.16%2026-03-312026-04-27

EME EMCOR GROUP INC357 sharesnew addition2026-03-312026-04-27

BABA ALIBABA GROUP HLDG LTD2.1K shares-16.49%2026-03-312026-04-27

Sponsored

NJUL INNOVATOR ETFS TRUST3.7K shares-7.41%2026-03-312026-04-27

ZSEP INNOVATOR ETFS TRUST9.8K shares0.00%2026-03-312026-04-27

FIDI FIDELITY COVINGTON TRUST9.5K shares0.23%2026-03-312026-04-27

ECL ECOLAB INC979 shares9.88%2026-03-312026-04-27

CSX CSX CORP6.3K sharesnew addition2026-03-312026-04-27

DOW DOW HLDGS INC6.2K sharesnew addition2026-03-312026-04-27

CEG CONSTELLATION ENERGY CORP920 shares-8.73%2026-03-312026-04-27

CNC CENTENE CORP DEL7.8K shares-3.34%2026-03-312026-04-27

Sponsored

WAB WABTEC1.0K sharesnew addition2026-03-312026-04-27

VNT VONTIER CORPORATION7.2K shares0.43%2026-03-312026-04-27

DDOG DATADOG INC2.2K shares23.48%2026-03-312026-04-27

ROP ROPER TECHNOLOGIES INC717 sharesnew addition2026-03-312026-04-27

NTRS NORTHERN TR CORP1.8K shares20.88%2026-03-312026-04-27

KEY KEYCORP12.6K shares8.91%2026-03-312026-04-27

PWR QUANTA SVCS INC459 sharesnew addition2026-03-312026-04-27

WBD WARNER BROS DISCOVERY INC9.2K shares12.75%2026-03-312026-04-27

Sponsored

GSK PLC GSK PLC4.5K sharesnew addition2026-03-312026-04-27

CME CME GROUP INC847 sharesnew addition2026-03-312026-04-27

WMB WILLIAMS COS INC3.4K sharesnew addition2026-03-312026-04-27

CIEN CIENA CORP637 sharesnew addition2026-03-312026-04-27

NXPI NXP SEMICONDUCTORS N V1.3K shares0.00%2026-03-312026-04-27

D DOMINION ENERGY INC4.0K shares1.14%2026-03-312026-04-27

MLI MUELLER INDS INC2.2K shares22.96%2026-03-312026-04-27

IMTM ISHARES TR5.1K shares0.00%2026-03-312026-04-27

Sponsored

UBS UBS GROUP AG6.2K shares3.77%2026-03-312026-04-27

ZJUL INNOVATOR ETFS TRUST8.3K shares0.00%2026-03-312026-04-27

DEM WISDOMTREE TR4.9K shares-34.40%2026-03-312026-04-27

HLT HILTON WORLDWIDE HLDGS INC794 sharesnew addition2026-03-312026-04-27

VTR VENTAS INC2.9K shares-10.53%2026-03-312026-04-27

BKR BAKER HUGHES COMPANY3.9K sharesnew addition2026-03-312026-04-27

EEM ISHARES TR4.2K sharesnew addition2026-03-312026-04-27

HPE HEWLETT PACKARD ENTERPRISE C10.0K shares-0.68%2026-03-312026-04-27

Sponsored

IYJ ISHARES TR1.6K shares0.00%2026-03-312026-04-27

ADSK AUTODESK INC990 shares-91.21%2026-03-312026-04-27

MCO MOODYS CORP541 sharesnew addition2026-03-312026-04-27

IGV ISHARES TR2.9K shares-2.71%2026-03-312026-04-27

IRM IRON MTN INC DEL2.3K sharesnew addition2026-03-312026-04-27

FC FRANKLIN COVEY CO14.9K shares0.26%2026-03-312026-04-27

VIG VANGUARD SPECIALIZED FUNDS1.1K sharesnew addition2026-03-312026-04-27

CRH PLC CRH PLC2.2K sharesnew addition2026-03-312026-04-27

Sponsored

TSN TYSON FOODS INC3.6K sharesnew addition2026-03-312026-04-27

AMP AMERIPRISE FINL INC525 shares13.64%2026-03-312026-04-27

ETFS GOLD TR ETFS GOLD TR5.2K shares-4.16%2026-03-312026-04-27

RSG REPUBLIC SVCS INC1.1K sharesnew addition2026-03-312026-04-27

ACWV ISHARES INC1.9K shares0.00%2026-03-312026-04-27

IGPT INVESCO EXCHANGE TRADED FD T3.9K shares6.82%2026-03-312026-04-27

VRSN VERISIGN INC917 shares-3.78%2026-03-312026-04-27

FANG DIAMONDBACK ENERGY INC1.1K sharesnew addition2026-03-312026-04-27

Sponsored

NLR VANECK ETF TRUST1.7K sharesnew addition2026-03-312026-04-27

XYZ BLOCK INC3.7K shares12.27%2026-03-312026-04-27

GEHC GE HEALTHCARE TECHNOLOGIES I3.2K shares-2.35%2026-03-312026-04-27

DWAS INVESCO EXCH TRADED FD TR II2.3K shares0.00%2026-03-312026-04-27

MSFT

MICROSOFT CORP

2.11%

Shares226.3K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

12.19%

Shares474.2K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

3.75%

Shares267.6K

Event2026-03-31

Filed2026-04-27

BND

VANGUARD BD INDEX FDS

-9.55%

Shares817.8K

Event2026-03-31

Filed2026-04-27

SPY

STATE STR SPDR S&P 500 ETF T

86.45%

Shares72.1K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

-8.63%

Shares174.1K

Event2026-03-31

Filed2026-04-27

IVV

ISHARES TR

-6.83%

Shares47.7K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

-20.69%

Shares76.5K

Event2026-03-31

Filed2026-04-27

SCHF

SCHWAB STRATEGIC TR

13.68%

Shares872.5K

Event2026-03-31

Filed2026-04-27

IJH

ISHARES TR

1.25%

Shares301.9K

Event2026-03-31

Filed2026-04-27

JPST

J P MORGAN EXCHANGE TRADED F

-11.06%

Shares380.5K

Event2026-03-31

Filed2026-04-27

TSLA

TESLA INC

-4.61%

Shares43.7K

Event2026-03-31

Filed2026-04-27

CVX

CHEVRON CORPORATION

1.22%

Shares76.4K

Event2026-03-31

Filed2026-04-27

META

META PLATFORMS INC

5.66%

Shares25.9K

Event2026-03-31

Filed2026-04-27

MFSI

MFS ACTIVE EXCHANGE TRADED F

10.38%

Shares471.5K

Event2026-03-31

Filed2026-04-27

INVESCO QQQ TR

5.24%

Shares22.6K

Event2026-03-31

Filed2026-04-27

LMT

LOCKHEED MARTIN CORP

-0.55%

Shares19.6K

Event2026-03-31

Filed2026-04-27

JNJ

JOHNSON & JOHNSON

-17.66%

Shares48.3K

Event2026-03-31

Filed2026-04-27

NKE

NIKE INC

8.45%

Shares219.6K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

2.65%

Shares19.3K

Event2026-03-31

Filed2026-04-27

PAYX

PAYCHEX INC

87.03%

Shares124.2K

Event2026-03-31

Filed2026-04-27

ETR

ENTERGY CORP NEW

2.65%

Shares97.6K

Event2026-03-31

Filed2026-04-27

REALTY INCOME CORP

6.95%

Shares177.5K

Event2026-03-31

Filed2026-04-27

MEDTRONIC PLC

22.06%

Shares124.5K

Event2026-03-31

Filed2026-04-27

VWO

VANGUARD INTL EQUITY INDEX F

9.58%

Shares197.4K

Event2026-03-31

Filed2026-04-27

SLB

SLB LIMITED

1.52%

Shares203.5K

Event2026-03-31

Filed2026-04-27

ENB

ENBRIDGE INC

4.26%

Shares192.2K

Event2026-03-31

Filed2026-04-27

PEP

PEPSICO INC

11.47%

Shares66.3K

Event2026-03-31

Filed2026-04-27

AEP

AMERICAN ELEC PWR CO INC

4.84%

Shares76.7K

Event2026-03-31

Filed2026-04-27

HSY

HERSHEY CO

2.36%

Shares48.2K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

-0.29%

Shares34.5K

Event2026-03-31

Filed2026-04-27

BROADCOM INC

4.66%

Shares31.6K

Event2026-03-31

Filed2026-04-27

VERIZON COMMUNICATIONS INC

-8.39%

Shares192.2K

Event2026-03-31

Filed2026-04-27

JPM

JPMORGAN CHASE & CO

1.62%

Shares32.6K

Event2026-03-31

Filed2026-04-27

AMGN

AMGEN INC

5.02%

Shares27.3K

Event2026-03-31

Filed2026-04-27

AMT

AMERICAN TOWER CORP

21.49%

Shares53.6K

Event2026-03-31

Filed2026-04-27

COCA COLA CO

4.35%

Shares120.6K

Event2026-03-31

Filed2026-04-27

RIO

RIO TINTO PLC

-35.93%

Shares96.8K

Event2026-03-31

Filed2026-04-27

PROCTER & GAMBLE CO

21.77%

Shares61.9K

Event2026-03-31

Filed2026-04-27

IJR

ISHARES TR

-2.70%

Shares70.8K

Event2026-03-31

Filed2026-04-27

CITIGROUP INC

-6.71%

Shares77.4K

Event2026-03-31

Filed2026-04-27

XOM

EXXON MOBIL CORP

63.41%

Shares51.5K

Event2026-03-31

Filed2026-04-27

APOC

INNOVATOR ETFS TRUST

-15.32%

Shares339.7K

Event2026-03-31

Filed2026-04-27

IVW

ISHARES TR

6.30%

Shares73.2K

Event2026-03-31

Filed2026-04-27

XLY

SELECT SECTOR SPDR TR

604.43%

Shares75.3K

Event2026-03-31

Filed2026-04-27

UNH

UNITEDHEALTH GROUP INC

7.42%

Shares30.2K

Event2026-03-31

Filed2026-04-27

BALT

INNOVATOR ETFS TRUST

598.99%

Shares238.3K

Event2026-03-31

Filed2026-04-27

EQR

EQUITY RESIDENTIAL

12.65%

Shares130.1K

Event2026-03-31

Filed2026-04-27

IVE

ISHARES TR

4.94%

Shares35.7K

Event2026-03-31

Filed2026-04-27

VTEB

VANGUARD MUN BD FDS

4.71%

Shares150.6K

Event2026-03-31

Filed2026-04-27

AMAT

APPLIED MATLS INC

-16.16%

Shares21.8K

Event2026-03-31

Filed2026-04-27

GEV

GE VERNOVA INC

152.62%

Shares8.4K

Event2026-03-31

Filed2026-04-27

ABBV

ABBVIE INC

-1.20%

Shares33.7K

Event2026-03-31

Filed2026-04-27

EVERSOURCE ENERGY

7.54%

Shares105.0K

Event2026-03-31

Filed2026-04-27

NOC

NORTHROP GRUMMAN CORP

77.11%

Shares10.6K

Event2026-03-31

Filed2026-04-27

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-20.87%

Shares21.4K

Event2026-03-31

Filed2026-04-27

NET

CLOUDFLARE INC

1.33%

Shares34.6K

Event2026-03-31

Filed2026-04-27

MCK

MCKESSON CORP

-1.67%

Shares8.2K

Event2026-03-31

Filed2026-04-27

UPS

UNITED PARCEL SVCS INC

10.08%

Shares69.8K

Event2026-03-31

Filed2026-04-27

ZTS

ZOETIS INC

919.00%

Shares56.8K

Event2026-03-31

Filed2026-04-27

VTI

VANGUARD INDEX FDS

47.84%

Shares20.6K

Event2026-03-31

Filed2026-04-27

TAIL

CAMBRIA ETF TR

153.03%

Shares561.7K

Event2026-03-31

Filed2026-04-27

FDX

FEDEX CORP

55.42%

Shares18.3K

Event2026-03-31

Filed2026-04-27

CAT

CATERPILLAR INC

319.10%

Shares9.1K

Event2026-03-31

Filed2026-04-27

GENERAL DYNAMICS CORP

2.74%

Shares18.4K

Event2026-03-31

Filed2026-04-27

WMT

WALMART INC

88.68%

Shares49.0K

Event2026-03-31

Filed2026-04-27

IVOO

VANGUARD ADMIRAL FDS INC

-6.26%

Shares51.3K

Event2026-03-31

Filed2026-04-27

BERKSHIRE HATHAWAY INC DEL

-5.21%

Shares12.2K

Event2026-03-31

Filed2026-04-27

GPC

GENUINE PARTS CO

10.51%

Shares55.0K

Event2026-03-31

Filed2026-04-27

NFLX

NETFLIX INC.

39.58%

Shares60.4K

Event2026-03-31

Filed2026-04-27

BLUEROCK PVT REAL ESTATE FD

-10.13%

Shares346.6K

Event2026-03-31

Filed2026-04-27

CMCSA

COMCAST CORP NEW

51.43%

Shares199.0K

Event2026-03-31

Filed2026-04-27

MERCK & CO INC

1.31%

Shares47.4K

Event2026-03-31

Filed2026-04-27

IXUS

ISHARES TR

-0.26%

Shares65.2K

Event2026-03-31

Filed2026-04-27

BOEING CO

3.60%

Shares28.3K

Event2026-03-31

Filed2026-04-27

ASML

ASML HLDG NV

-0.95%

Shares4.3K

Event2026-03-31

Filed2026-04-27

SHW

SHERWIN WILLIAMS CO

0.12%

Shares17.5K

Event2026-03-31

Filed2026-04-27

ORLY

OREILLY AUTOMOTIVE INC

-2.85%

Shares59.6K

Event2026-03-31

Filed2026-04-27

ITOT

ISHARES TR

-0.36%

Shares37.0K

Event2026-03-31

Filed2026-04-27

GLW

CORNING INC

-28.92%

Shares37.0K

Event2026-03-31

Filed2026-04-27

ALSN

ALLISON TRANSMISSION HLDGS I

27.93%

Shares42.7K

Event2026-03-31

Filed2026-04-27

NOW

SERVICENOW INC

2.62%

Shares47.5K

Event2026-03-31

Filed2026-04-27

SPG

SIMON PPTY GROUP INC NEW

5.01%

Shares26.3K

Event2026-03-31

Filed2026-04-27

GBCI

GLACIER BANCORP INC NEW

-1.65%

Shares105.8K

Event2026-03-31

Filed2026-04-27

COST

COSTCO WHOLESALE CORPORATION

9.53%

Shares4.7K

Event2026-03-31

Filed2026-04-27

IJK

ISHARES TR

4.53%

Shares45.2K

Event2026-03-31

Filed2026-04-27

LLY

ELI LILLY & CO

-22.26%

Shares4.9K

Event2026-03-31

Filed2026-04-27

ORCL

ORACLE CORP

9.17%

Shares30.5K

Event2026-03-31

Filed2026-04-27

ALTL

PACER FDS TR

0.00%

Shares102.0K

Event2026-03-31

Filed2026-04-27

FCTR

FIRST TR EXCHANGE-TRADED FD

-0.90%

Shares124.7K

Event2026-03-31

Filed2026-04-27

SBUX

STARBUCKS CORP

171.56%

Shares49.6K

Event2026-03-31

Filed2026-04-27

SCHD

SCHWAB STRATEGIC TR

-0.88%

Shares141.9K

Event2026-03-31

Filed2026-04-27

TLT

ISHARES TR

New

Shares50.1K

Event2026-03-31

Filed2026-04-27

MNST

MONSTER BEVERAGE CORP NEW

36.21%

Shares59.8K

Event2026-03-31

Filed2026-04-27

ARISTA NETWORKS INC

-0.34%

Shares35.2K

Event2026-03-31

Filed2026-04-27

WSM

WILLIAMS SONOMA INC

24.78%

Shares23.7K

Event2026-03-31

Filed2026-04-27

HAL

HALLIBURTON CO

New

Shares107.0K

Event2026-03-31

Filed2026-04-27

VISA INC

-32.18%

Shares13.7K

Event2026-03-31

Filed2026-04-27

IJJ

ISHARES TR

5.90%

Shares30.5K

Event2026-03-31

Filed2026-04-27

HWM

HOWMET AEROSPACE INC

-1.25%

Shares17.2K

Event2026-03-31

Filed2026-04-27

JEPI

J P MORGAN EXCHANGE TRADED F

-10.24%

Shares70.0K

Event2026-03-31

Filed2026-04-27

IEFA

ISHARES TR

4.67%

Shares42.6K

Event2026-03-31

Filed2026-04-27

NEM

NEWMONT CORP

469.59%

Shares34.5K

Event2026-03-31

Filed2026-04-27

XLK

SELECT SECTOR SPDR TR

-4.97%

Shares27.7K

Event2026-03-31

Filed2026-04-27

CDX

SIMPLIFY EXCHANGE TRADED FUN

11.28%

Shares172.0K

Event2026-03-31

Filed2026-04-27

GE AEROSPACE

5.58%

Shares12.2K

Event2026-03-31

Filed2026-04-27

AMCOR PLC

New

Shares86.3K

Event2026-03-31

Filed2026-04-27

RTX

RTX CORPORATION

1.73%

Shares17.6K

Event2026-03-31

Filed2026-04-27

VEA

VANGUARD TAX-MANAGED FDS

10.67%

Shares52.7K

Event2026-03-31

Filed2026-04-27

XLI

SELECT SECTOR SPDR TR

413.17%

Shares20.7K

Event2026-03-31

Filed2026-04-27

FBND

FIDELITY MERRIMACK STR TR

420.88%

Shares73.4K

Event2026-03-31

Filed2026-04-27

EATON CORP PLC

0.84%

Shares9.3K

Event2026-03-31

Filed2026-04-27

BITB

BITWISE BITCOIN ETF TR

1.26%

Shares90.1K

Event2026-03-31

Filed2026-04-27

ACCENTURE PLC IRELAND

-38.10%

Shares16.5K

Event2026-03-31

Filed2026-04-27

IWF

ISHARES TR

-0.77%

Shares7.6K

Event2026-03-31

Filed2026-04-27

AGG

ISHARES TR

-0.09%

Shares30.9K

Event2026-03-31

Filed2026-04-27

ROST

ROSS STORES INC

New

Shares14.1K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

-28.64%

Shares10.3K

Event2026-03-31

Filed2026-04-27

PULS

PGIM ETF TR

-15.02%

Shares59.3K

Event2026-03-31

Filed2026-04-27

VNQ

VANGUARD INDEX FDS

2.51%

Shares33.0K

Event2026-03-31

Filed2026-04-27

STIP

ISHARES TR

0.01%

Shares27.5K

Event2026-03-31

Filed2026-04-27

ALB

ALBEMARLE CORP

4.89%

Shares15.7K

Event2026-03-31

Filed2026-04-27

UNP

UNION PAC CORP

282.80%

Shares11.6K

Event2026-03-31

Filed2026-04-27

WFC

WELLS FARGO & CO

0.25%

Shares34.7K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

7.10%

Shares10.5K

Event2026-03-31

Filed2026-04-27

COP

CONOCOPHILLIPS

-1.67%

Shares20.5K

Event2026-03-31

Filed2026-04-27

FESM

FIDELITY COVINGTON TRUST

578.52%

Shares68.9K

Event2026-03-31

Filed2026-04-27

IJT

ISHARES TR

3.42%

Shares17.7K

Event2026-03-31

Filed2026-04-27

PTLC

PACER FDS TR

-10.69%

Shares48.3K

Event2026-03-31

Filed2026-04-27

FPE

FIRST TR EXCH TRADED FD III

295.28%

Shares138.3K

Event2026-03-31

Filed2026-04-27

GLD

SPDR GOLD TR

-2.85%

Shares5.7K

Event2026-03-31

Filed2026-04-27

MAR

MARRIOTT INTL INC NEW

-0.37%

Shares7.3K

Event2026-03-31

Filed2026-04-27

PLTR

PALANTIR TECHNOLOGIES INC

-0.72%

Shares16.1K

Event2026-03-31

Filed2026-04-27

BSV

VANGUARD BD INDEX FDS

0.42%

Shares29.6K

Event2026-03-31

Filed2026-04-27

TOL

TOLL BROTHERS INC

New

Shares17.0K

Event2026-03-31

Filed2026-04-27

VGT

VANGUARD WORLD FD

-42.53%

Shares3.2K

Event2026-03-31

Filed2026-04-27

MCD

MCDONALDS CORP

157.16%

Shares7.2K

Event2026-03-31

Filed2026-04-27

SCHE

SCHWAB STRATEGIC TR

31.64%

Shares66.6K

Event2026-03-31

Filed2026-04-27

PHILIP MORRIS INTL INC

4.64%

Shares13.1K

Event2026-03-31

Filed2026-04-27

ADI

ANALOG DEVICES INC

-3.02%

Shares6.4K

Event2026-03-31

Filed2026-04-27

VCSH

VANGUARD SCOTTSDALE FDS

2.18%

Shares24.9K

Event2026-03-31

Filed2026-04-27

LNG

CHENIERE ENERGY INC

New

Shares6.9K

Event2026-03-31

Filed2026-04-27

SKYW

SKYWEST INC

-2.26%

Shares21.1K

Event2026-03-31

Filed2026-04-27

FTEC

FIDELITY COVINGTON TRUST

13.31%

Shares9.2K

Event2026-03-31

Filed2026-04-27

MASTERCARD INCORPORATED

-58.50%

Shares3.7K

Event2026-03-31

Filed2026-04-27

BUFF

INNOVATOR ETFS TRUST

2.73%

Shares37.5K

Event2026-03-31

Filed2026-04-27

HEI

HEICO CORP NEW

-2.45%

Shares6.7K

Event2026-03-31

Filed2026-04-27

MBB

ISHARES TR

New

Shares19.0K

Event2026-03-31

Filed2026-04-27

IWM

ISHARES TR

16.13%

Shares7.2K

Event2026-03-31

Filed2026-04-27

MICRON TECHNOLOGY INC

15.50%

Shares5.3K

Event2026-03-31

Filed2026-04-27

TMO

THERMO FISHER SCIENTIFIC INC

-0.69%

Shares3.6K

Event2026-03-31

Filed2026-04-27

FIX

COMFORT SYS USA INC

8.05%

Shares1.3K

Event2026-03-31

Filed2026-04-27

QUAL

ISHARES TR

-1.41%

Shares9.1K

Event2026-03-31

Filed2026-04-27

IBM

INTERNATIONAL BUSINESS MACHS

25.73%

Shares7.2K

Event2026-03-31

Filed2026-04-27

GOLDMAN SACHS GROUP INC

6.10%

Shares2.1K

Event2026-03-31

Filed2026-04-27

ULTA

ULTA BEAUTY INC

-34.84%

Shares3.3K

Event2026-03-31

Filed2026-04-27

INTC

INTEL CORP

-18.07%

Shares38.7K

Event2026-03-31

Filed2026-04-27

BAC

BANK AMERICA CORP

11.40%

Shares33.8K

Event2026-03-31

Filed2026-04-27

HOME DEPOT INC

-13.00%

Shares5.0K

Event2026-03-31

Filed2026-04-27

VTV

VANGUARD INDEX FDS

-4.23%

Shares8.2K

Event2026-03-31

Filed2026-04-27

IJS

ISHARES TR

-26.52%

Shares13.5K

Event2026-03-31

Filed2026-04-27

MINT

PIMCO ETF TR

-4.28%

Shares15.7K

Event2026-03-31

Filed2026-04-27

DPZ

DOMINOS PIZZA INC

-54.63%

Shares4.4K

Event2026-03-31

Filed2026-04-27

FDVV

FIDELITY COVINGTON TRUST

20.50%

Shares28.4K

Event2026-03-31

Filed2026-04-27

XLF

SELECT SECTOR SPDR TR

30.84%

Shares31.2K

Event2026-03-31

Filed2026-04-27

SCHP

SCHWAB STRATEGIC TR

-14.40%

Shares57.8K

Event2026-03-31

Filed2026-04-27

IUSV

ISHARES TR

0.03%

Shares14.9K

Event2026-03-31

Filed2026-04-27

MCHP

MICROCHIP TECHNOLOGY INC.

2.12%

Shares22.9K

Event2026-03-31

Filed2026-04-27

DON

WISDOMTREE TR

-5.28%

Shares28.2K

Event2026-03-31

Filed2026-04-27

FREL

FIDELITY COVINGTON TRUST

0.79%

Shares54.7K

Event2026-03-31

Filed2026-04-27

SUB

ISHARES TR

0.00%

Shares13.7K

Event2026-03-31

Filed2026-04-27

READY CAPITAL CORP

0.10%

Shares898.7K

Event2026-03-31

Filed2026-04-27

ZION

ZIONS BANCORPORATION NATL AS

-1.49%

Shares25.0K

Event2026-03-31

Filed2026-04-27

AMD

ADVANCED MICRO DEVICES INC

0.76%

Shares7.1K

Event2026-03-31

Filed2026-04-27

DAL

DELTA AIR LINES INC

84.62%

Shares21.5K

Event2026-03-31

Filed2026-04-27

SLV

ISHARES SILVER TR

0.65%

Shares20.9K

Event2026-03-31

Filed2026-04-27

QCOM

QUALCOMM INC

-0.08%

Shares10.9K

Event2026-03-31

Filed2026-04-27

CSCO

CISCO SYS INC

17.01%

Shares17.7K

Event2026-03-31

Filed2026-04-27

ELS

EQUITY LIFESTYLE PROPERTIES

0.07%

Shares21.8K

Event2026-03-31

Filed2026-04-27

LAM RESEARCH CORP

-88.40%

Shares6.3K

Event2026-03-31

Filed2026-04-27

XLV

SELECT SECTOR SPDR TR

-9.16%

Shares8.9K

Event2026-03-31

Filed2026-04-27

AXP

AMERICAN EXPRESS CO

8.17%

Shares4.3K

Event2026-03-31

Filed2026-04-27

COF

CAPITAL ONE FINL CORP

-1.43%

Shares7.0K

Event2026-03-31

Filed2026-04-27

SPYG

SPDR SERIES TRUST

50.03%

Shares13.1K

Event2026-03-31

Filed2026-04-27

AXIL

AXIL BRANDS INC

0.00%

Shares180.0K

Event2026-03-31

Filed2026-04-27

HSBC

HSBC HLDGS PLC

2.32%

Shares15.2K

Event2026-03-31

Filed2026-04-27

TRV

TRAVELERS COMPANIES INC

New

Shares4.2K

Event2026-03-31

Filed2026-04-27

MORGAN STANLEY

10.86%

Shares7.5K

Event2026-03-31

Filed2026-04-27

XLC

SELECT SECTOR SPDR TR

-15.21%

Shares11.1K

Event2026-03-31

Filed2026-04-27

NEE

NEXTERA ENERGY INC

6.16%

Shares12.7K

Event2026-03-31

Filed2026-04-27

LINDE PLC

25.77%

Shares2.4K

Event2026-03-31

Filed2026-04-27

IEMG

ISHARES INC

1.05%

Shares16.9K

Event2026-03-31

Filed2026-04-27

CRM

SALESFORCE INC

-7.81%

Shares6.3K

Event2026-03-31

Filed2026-04-27

BMY

BRISTOL-MYERS SQUIBB CO

44.17%

Shares19.2K

Event2026-03-31

Filed2026-04-27

USMV

ISHARES TR

-0.46%

Shares12.5K

Event2026-03-31

Filed2026-04-27

UBER

UBER TECHNOLOGIES INC

2.95%

Shares16.1K

Event2026-03-31

Filed2026-04-27

ETHW

BITWISE ETHEREUM ETF

-0.69%

Shares76.7K

Event2026-03-31

Filed2026-04-27

LOVE

LOVESAC COMPANY

0.00%

Shares76.3K

Event2026-03-31

Filed2026-04-27

PSEP

INNOVATOR ETFS TRUST

-0.72%

Shares26.0K

Event2026-03-31

Filed2026-04-27

TJX

TJX COS INC NEW

18.86%

Shares7.0K

Event2026-03-31

Filed2026-04-27

HEI.A

HEICO CORP NEW

-3.28%

Shares5.2K

Event2026-03-31

Filed2026-04-27

SOFI

SOFI TECHNOLOGIES INC

7.22%

Shares68.9K

Event2026-03-31

Filed2026-04-27

FBTC

FIDELITY WISE ORIGIN BITCOIN

6.44%

Shares18.3K

Event2026-03-31

Filed2026-04-27

FELG

FIDELITY COVINGTON TRUST

New

Shares28.5K

Event2026-03-31

Filed2026-04-27

SRLN

SSGA ACTIVE ETF TR

-55.03%

Shares26.5K

Event2026-03-31

Filed2026-04-27

CRWD

CROWDSTRIKE HLDGS INC

0.55%

Shares2.7K

Event2026-03-31

Filed2026-04-27

GENERAL MTRS CO

23.43%

Shares14.1K

Event2026-03-31

Filed2026-04-27

PSX

PHILLIPS 66

-0.39%

Shares5.6K

Event2026-03-31

Filed2026-04-27

BITWISE FUNDS TRUST

-4.91%

Shares54.2K

Event2026-03-31

Filed2026-04-27

GBTC

GRAYSCALE BITCOIN TRUST ETF

-1.64%

Shares19.2K

Event2026-03-31

Filed2026-04-27

ALTRIA GROUP INC

-9.05%

Shares15.3K

Event2026-03-31

Filed2026-04-27

ADP

AUTOMATIC DATA PROCESSING IN

21.32%

Shares5.0K

Event2026-03-31

Filed2026-04-27

VBR

VANGUARD INDEX FDS

-37.24%

Shares4.6K

Event2026-03-31

Filed2026-04-27

CHUBB LTD SWITZ

7.19%

Shares3.1K

Event2026-03-31

Filed2026-04-27

SCHB

SCHWAB STRATEGIC TR

3.22%

Shares39.7K

Event2026-03-31

Filed2026-04-27

COLGATE PALMOLIVE CO

5.01%

Shares11.6K

Event2026-03-31

Filed2026-04-27

IWV

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-27

HDV

ISHARES TR

-3.35%

Shares7.2K

Event2026-03-31

Filed2026-04-27

FCX

FREEPORT MCMORAN INC

7.69%

Shares16.6K

Event2026-03-31

Filed2026-04-27

BITWISE 10 CRYPTO INDEX ETF

-1.19%

Shares21.9K

Event2026-03-31

Filed2026-04-27

THE CIGNA GROUP

11.32%

Shares3.6K

Event2026-03-31

Filed2026-04-27

VUG

VANGUARD INDEX FDS

-15.33%

Shares2.2K

Event2026-03-31

Filed2026-04-27

JMST

J P MORGAN EXCHANGE TRADED F

73.50%

Shares18.4K

Event2026-03-31

Filed2026-04-27

MUB

ISHARES TR

-22.57%

Shares8.8K

Event2026-03-31

Filed2026-04-27

HCA

HCA HEALTHCARE INC

5.00%

Shares2.0K

Event2026-03-31

Filed2026-04-27

ACEI

INNOVATOR ETFS TRUST

193.06%

Shares39.8K

Event2026-03-31

Filed2026-04-27

TIP

ISHARES TR

-35.13%

Shares8.3K

Event2026-03-31

Filed2026-04-27

HON

HONEYWELL INTL INC

35.52%

Shares4.0K

Event2026-03-31

Filed2026-04-27

BUFQ

FIRST TR EXCHNG TRADED FD VI

-7.23%

Shares25.3K

Event2026-03-31

Filed2026-04-27

SYK

STRYKER CORPORATION

19.43%

Shares2.7K

Event2026-03-31

Filed2026-04-27

PJAN

INNOVATOR ETFS TRUST

7.25%

Shares19.2K

Event2026-03-31

Filed2026-04-27

DUKE ENERGY CORP NEW

3.55%

Shares6.8K

Event2026-03-31

Filed2026-04-27

FCOM

FIDELITY COVINGTON TRUST

12.39%

Shares13.0K

Event2026-03-31

Filed2026-04-27

VOOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-27

ISEP

INNOVATOR ETFS TRUST

0.00%

Shares26.6K

Event2026-03-31

Filed2026-04-27

XLE

SELECT SECTOR SPDR TR

-11.33%

Shares14.2K

Event2026-03-31

Filed2026-04-27

BUCK

SIMPLIFY EXCHANGE TRADED FUN

84.63%

Shares36.1K

Event2026-03-31

Filed2026-04-27

APH

AMPHENOL CORP

46.06%

Shares6.6K

Event2026-03-31

Filed2026-04-27

ABT

ABBOTT LABORATORIES

-2.15%

Shares8.1K

Event2026-03-31

Filed2026-04-27

JAJL

INNOVATOR ETFS TRUST

0.02%

Shares28.4K

Event2026-03-31

Filed2026-04-27

EMR

EMERSON ELEC CO

0.53%

Shares6.3K

Event2026-03-31

Filed2026-04-27

DIA

STATE STR SPDR DOW JONES IND

-24.80%

Shares1.8K

Event2026-03-31

Filed2026-04-27

VWOB

VANGUARD WHITEHALL FDS

-0.57%

Shares12.5K

Event2026-03-31

Filed2026-04-27

CARR

CARRIER GLOBAL CORPORATION

11.84%

Shares14.4K

Event2026-03-31

Filed2026-04-27

IBIT

ISHARES BITCOIN TRUST ETF

99.12%

Shares21.0K

Event2026-03-31

Filed2026-04-27

SMH

VANECK ETF TRUST

-0.99%

Shares2.1K

Event2026-03-31

Filed2026-04-27

LOW

LOWES COS INC

3.96%

Shares3.4K

Event2026-03-31

Filed2026-04-27

DIS

DISNEY WALT CO

8.98%

Shares8.3K

Event2026-03-31

Filed2026-04-27

TMUS

T-MOBILE US INC

17.55%

Shares3.7K

Event2026-03-31

Filed2026-04-27

AFL

AFLAC INC

2.12%

Shares7.0K

Event2026-03-31

Filed2026-04-27

VXUS

VANGUARD STAR FDS

60.97%

Shares10.0K

Event2026-03-31

Filed2026-04-27

REGN

REGENERON PHARMACEUTICALS

15.55%

Shares996

Event2026-03-31

Filed2026-04-27

JEPQ

J P MORGAN EXCHANGE TRADED F

-21.79%

Shares13.5K

Event2026-03-31

Filed2026-04-27

SHOP

SHOPIFY INC

-0.67%

Shares6.3K

Event2026-03-31

Filed2026-04-27

NSC

NORFOLK SOUTHN CORP

0.91%

Shares2.6K

Event2026-03-31

Filed2026-04-27

BNDX

VANGUARD CHARLOTTE FDS

-1.23%

Shares15.2K

Event2026-03-31

Filed2026-04-27

VDE

VANGUARD WORLD FD

20.50%

Shares4.2K

Event2026-03-31

Filed2026-04-27

VIOO

VANGUARD ADMIRAL FDS INC

1.83%

Shares6.3K

Event2026-03-31

Filed2026-04-27

EFA

ISHARES TR

-1.53%

Shares7.4K

Event2026-03-31

Filed2026-04-27

MMM

3M CO

-1.52%

Shares4.9K

Event2026-03-31

Filed2026-04-27

PNC

PNC FINL SVCS GROUP INC

8.38%

Shares3.4K

Event2026-03-31

Filed2026-04-27

CLIP

GLOBAL X FDS

0.33%

Shares7.1K

Event2026-03-31

Filed2026-04-27

VYM

VANGUARD WHITEHALL FDS

9.48%

Shares4.8K

Event2026-03-31

Filed2026-04-27

GILD

GILEAD SCIENCES INC

5.28%

Shares5.0K

Event2026-03-31

Filed2026-04-27

MMC

MARSH & MCLENNAN COS INC

58.56%

Shares4.0K

Event2026-03-31

Filed2026-04-27

CMI

CUMMINS INC

14.46%

Shares1.3K

Event2026-03-31

Filed2026-04-27

ROYAL BK CDA

2.52%

Shares4.3K

Event2026-03-31

Filed2026-04-27

IWB

ISHARES TR

10.24%

Shares1.9K

Event2026-03-31

Filed2026-04-27

AT&T INC

24.22%

Shares23.7K

Event2026-03-31

Filed2026-04-27

BLV

VANGUARD BD INDEX FDS

-1.78%

Shares9.9K

Event2026-03-31

Filed2026-04-27

FDIS

FIDELITY COVINGTON TRUST

8.25%

Shares7.3K

Event2026-03-31

Filed2026-04-27

SCHG

SCHWAB STRATEGIC TR

-19.72%

Shares23.2K

Event2026-03-31

Filed2026-04-27

KLAC

KLA CORP

10.92%

Shares457

Event2026-03-31

Filed2026-04-27

BLACKROCK INC

7.43%

Shares694

Event2026-03-31

Filed2026-04-27

EXPD

EXPEDITORS INTL WASH INC

2.43%

Shares4.6K

Event2026-03-31

Filed2026-04-27

MTUM

ISHARES TR

1.42%

Shares2.7K

Event2026-03-31

Filed2026-04-27

INTU

INTUIT

-0.72%

Shares1.5K

Event2026-03-31

Filed2026-04-27

ISHARES GOLD TR

1.27%

Shares7.3K

Event2026-03-31

Filed2026-04-27

MORT

VANECK ETF TRUST

-48.83%

Shares62.8K

Event2026-03-31

Filed2026-04-27

PARKER-HANNIFIN CORP

-7.36%

Shares717

Event2026-03-31

Filed2026-04-27

AON PLC

4.36%

Shares2.0K

Event2026-03-31

Filed2026-04-27

HYG

ISHARES TR

-52.50%

Shares8.0K

Event2026-03-31

Filed2026-04-27

WDC

WESTERN DIGITAL CORP

51.98%

Shares2.3K

Event2026-03-31

Filed2026-04-27

BKNG

BOOKING HOLDINGS INC

-74.36%

Shares150

Event2026-03-31

Filed2026-04-27

DHR

DANAHER CORP DEL

5.45%

Shares3.3K

Event2026-03-31

Filed2026-04-27

MPC

MARATHON PETE CORP

0.92%

Shares2.5K

Event2026-03-31

Filed2026-04-27

SNOW

SNOWFLAKE INC

31.41%

Shares4.1K

Event2026-03-31

Filed2026-04-27

FLTB

FIDELITY MERRIMACK STR TR

0.00%

Shares12.3K

Event2026-03-31

Filed2026-04-27

IUSG

ISHARES TR

2.39%

Shares3.9K

Event2026-03-31

Filed2026-04-27

PDI

PIMCO DYNAMIC INCOME FD

-25.37%

Shares35.4K

Event2026-03-31

Filed2026-04-27

PFE

PFIZER INC

23.30%

Shares21.6K

Event2026-03-31

Filed2026-04-27

DEERE & CO

8.40%

Shares1.1K

Event2026-03-31

Filed2026-04-27

BUFR

FIRST TR EXCHNG TRADED FD VI

-0.01%

Shares17.8K

Event2026-03-31

Filed2026-04-27

SPYV

SPDR SERIES TRUST

15.22%

Shares10.6K

Event2026-03-31

Filed2026-04-27

FORD MTR CO

31.34%

Shares51.7K

Event2026-03-31

Filed2026-04-27

PCAR

PACCAR INC

4.83%

Shares5.1K

Event2026-03-31

Filed2026-04-27

CVS

CVS HEALTH CORP

2.34%

Shares8.2K

Event2026-03-31

Filed2026-04-27

DDTS

INNOVATOR ETFS TRUST

0.00%

Shares28.0K

Event2026-03-31

Filed2026-04-27

TRGP

TARGA RES CORP

-21.93%

Shares2.3K

Event2026-03-31

Filed2026-04-27

DFUS

DIMENSIONAL ETF TRUST

0.23%

Shares8.2K

Event2026-03-31

Filed2026-04-27

VEU

VANGUARD INTL EQUITY INDEX F

-8.64%

Shares7.7K

Event2026-03-31

Filed2026-04-27

EDWARDS LIFESCIENCES CORP

4.99%

Shares7.2K

Event2026-03-31

Filed2026-04-27

VOOG

VANGUARD ADMIRAL FDS INC

3.44%

Shares1.4K

Event2026-03-31

Filed2026-04-27

JACOBS SOLUTIONS INC

-6.32%

Shares4.5K

Event2026-03-31

Filed2026-04-27

DGRO

ISHARES TR

-22.39%

Shares8.1K

Event2026-03-31

Filed2026-04-27

ADBE

ADOBE INC

-59.04%

Shares2.4K

Event2026-03-31

Filed2026-04-27

SEAGATE TECHNOLOGY HLDNGS PL

28.37%

Shares1.5K

Event2026-03-31

Filed2026-04-27

VANGUARD INTL EQUITY INDEX F

38.42%

Shares4.1K

Event2026-03-31

Filed2026-04-27

IWD

ISHARES TR

-5.35%

Shares2.7K

Event2026-03-31

Filed2026-04-27

VSS

VANGUARD INTL EQUITY INDEX F

3.21%

Shares3.8K

Event2026-03-31

Filed2026-04-27

TSCO

TRACTOR SUPPLY CO

New

Shares12.1K

Event2026-03-31

Filed2026-04-27

PAUG

INNOVATOR ETFS TRUST

-10.09%

Shares12.8K

Event2026-03-31

Filed2026-04-27

SCHW

SCHWAB CHARLES CORP

11.89%

Shares5.8K

Event2026-03-31

Filed2026-04-27

TXN

TEXAS INSTRS INC

0.50%

Shares2.8K

Event2026-03-31

Filed2026-04-27

REM

ISHARES TR

-56.01%

Shares25.3K

Event2026-03-31

Filed2026-04-27

EQIX

EQUINIX INC

34.63%

Shares552

Event2026-03-31

Filed2026-04-27

VSDM

VANGUARD MUN BD FDS

80.48%

Shares7.0K

Event2026-03-31

Filed2026-04-27

EPD

ENTERPRISE PRODS PARTNERS L

0.86%

Shares14.1K

Event2026-03-31

Filed2026-04-27

GRAYSCALE BITCOIN MINI TR ET

72.83%

Shares17.7K

Event2026-03-31

Filed2026-04-27

SHEL

SHELL PLC

87.71%

Shares5.7K

Event2026-03-31

Filed2026-04-27

STLD

STEEL DYNAMICS INC

New

Shares2.9K

Event2026-03-31

Filed2026-04-27

EIX

EDISON INTL

42.49%

Shares7.0K

Event2026-03-31

Filed2026-04-27

ISRG

INTUITIVE SURGICAL INC

11.61%

Shares1.1K

Event2026-03-31

Filed2026-04-27

ILCB

ISHARES TR

0.02%

Shares5.5K

Event2026-03-31

Filed2026-04-27

PGR

PROGRESSIVE CORP

-3.49%

Shares2.5K

Event2026-03-31

Filed2026-04-27

VRT

VERTIV HOLDINGS CO

28.94%

Shares2.0K

Event2026-03-31

Filed2026-04-27

ICE

INTERCONTINENTAL EXCHANGE IN

3.37%

Shares3.1K

Event2026-03-31

Filed2026-04-27

PHYS

SPROTT ASSET MANAGEMENT LP

-0.65%

Shares13.7K

Event2026-03-31

Filed2026-04-27

CELESTICA INC

New

Shares1.7K

Event2026-03-31

Filed2026-04-27

BUFD

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares17.1K

Event2026-03-31

Filed2026-04-27

USB

US BANCORP

11.33%

Shares9.2K

Event2026-03-31

Filed2026-04-27

SPHQ

INVESCO EXCHANGE TRADED FD T

-6.50%

Shares6.4K

Event2026-03-31

Filed2026-04-27

ASTRAZENECA PLC

New

Shares2.4K

Event2026-03-31

Filed2026-04-27

SIVR

ABRDN SILVER ETF TRUST

30.28%

Shares6.7K

Event2026-03-31

Filed2026-04-27

SCHV

SCHWAB STRATEGIC TR

-1.10%

Shares15.6K

Event2026-03-31

Filed2026-04-27

ABNB

AIRBNB INC

21.65%

Shares3.8K

Event2026-03-31

Filed2026-04-27

OTIS

OTIS WORLDWIDE CORP

-3.94%

Shares6.1K

Event2026-03-31

Filed2026-04-27

JCI

JOHNSON CONTROLS INTERNATION

20.28%

Shares3.6K

Event2026-03-31

Filed2026-04-27

MDLZ

MONDELEZ INTL INC

4.05%

Shares8.2K

Event2026-03-31

Filed2026-04-27

XLP

SELECT SECTOR SPDR TR

-15.34%

Shares5.8K

Event2026-03-31

Filed2026-04-27

IEUR

ISHARES TR

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-27

PCG

PG&E CORP

29.98%

Shares26.5K

Event2026-03-31

Filed2026-04-27

PLD

PROLOGIS INC.

14.32%

Shares3.5K

Event2026-03-31

Filed2026-04-27

PANW

PALO ALTO NETWORKS INC

-35.04%

Shares2.9K

Event2026-03-31

Filed2026-04-27

FSTA

FIDELITY COVINGTON TRUST

7.17%

Shares8.8K

Event2026-03-31

Filed2026-04-27

MARVELL TECHNOLOGY INC

7.25%

Shares4.6K

Event2026-03-31

Filed2026-04-27

ACWX

ISHARES TR

19.90%

Shares6.6K

Event2026-03-31

Filed2026-04-27

BLACKSTONE INC

-9.16%

Shares3.9K

Event2026-03-31

Filed2026-04-27

SOXX

ISHARES TR

-6.45%

Shares1.3K

Event2026-03-31

Filed2026-04-27

MFIN

MEDALLION FINANCIAL CORP

0.01%

Shares51.8K

Event2026-03-31

Filed2026-04-27

POOL

POOL CORP

53.70%

Shares2.2K

Event2026-03-31

Filed2026-04-27

DFAI

DIMENSIONAL ETF TRUST

-3.27%

Shares11.2K

Event2026-03-31

Filed2026-04-27

BP PLC

5.59%

Shares9.3K

Event2026-03-31

Filed2026-04-27

FTI

TECHNIPFMC PLC

27.18%

Shares6.3K

Event2026-03-31

Filed2026-04-27

AIQ

GLOBAL X FDS

6.98%

Shares9.3K

Event2026-03-31

Filed2026-04-27

VLO

VALERO ENERGY CORP

2.81%

Shares1.8K

Event2026-03-31

Filed2026-04-27

SOUTHERN CO

-1.99%

Shares4.5K

Event2026-03-31

Filed2026-04-27

XTJA

INNOVATOR ETFS TRUST

New

Shares14.2K

Event2026-03-31

Filed2026-04-27

BSX

BOSTON SCIENTIFIC CORP

42.66%

Shares6.9K

Event2026-03-31

Filed2026-04-27

VRTX

VERTEX PHARMACEUTICALS INC

9.73%

Shares959

Event2026-03-31

Filed2026-04-27

TXT

TEXTRON INC

65.81%

Shares4.9K

Event2026-03-31

Filed2026-04-27

QQQM

INVESCO EXCH TRADED FD TR II

91.60%

Shares1.8K

Event2026-03-31

Filed2026-04-27

EMLP

FIRST TR EXCHANGE-TRADED FD

0.03%

Shares9.8K

Event2026-03-31

Filed2026-04-27

SPMO

INVESCO EXCH TRADED FD TR II

-6.80%

Shares3.8K

Event2026-03-31

Filed2026-04-27

FS SPECIALTY LENDING FD

-20.35%

Shares33.1K

Event2026-03-31

Filed2026-04-27

APP

APPLOVIN CORP

0.29%

Shares1.0K

Event2026-03-31

Filed2026-04-27

CHRW

C H ROBINSON WORLDWIDE IN

New

Shares2.4K

Event2026-03-31

Filed2026-04-27

DGRW

WISDOMTREE TR

-11.77%

Shares4.5K

Event2026-03-31

Filed2026-04-27

DVY

ISHARES TR

-84.46%

Shares2.6K

Event2026-03-31

Filed2026-04-27

FHLC

FIDELITY COVINGTON TRUST

27.86%

Shares5.6K

Event2026-03-31

Filed2026-04-27

EXPE

EXPEDIA GROUP INC

-9.62%

Shares1.7K

Event2026-03-31

Filed2026-04-27

VHT

VANGUARD WORLD FD

0.70%

Shares1.4K

Event2026-03-31

Filed2026-04-27

FSK

FS KKR CAP CORP

16.63%

Shares38.2K

Event2026-03-31

Filed2026-04-27

APD

AIR PRODUCTS AND CHEMICALS I

0.31%

Shares1.3K

Event2026-03-31

Filed2026-04-27

TGT

TARGET CORP

40.24%

Shares3.1K

Event2026-03-31

Filed2026-04-27

CLX

CLOROX CO DEL

6.24%

Shares3.6K

Event2026-03-31

Filed2026-04-27

GOVT

ISHARES TR

-37.02%

Shares16.2K

Event2026-03-31

Filed2026-04-27

VFMO

VANGUARD WELLINGTON FD

-38.49%

Shares1.9K

Event2026-03-31

Filed2026-04-27

MSTR

STRATEGY INC

7.51%

Shares3.0K

Event2026-03-31

Filed2026-04-27

KEYS

KEYSIGHT TECHNOLOGIES INC

22.48%

Shares1.3K

Event2026-03-31

Filed2026-04-27

GDLC

GRAYSCALE COINDESK CRYPTO

4.86%

Shares11.7K

Event2026-03-31

Filed2026-04-27

ETHE

GRAYSCALE ETHEREUM STAKING E

-0.04%

Shares21.3K

Event2026-03-31

Filed2026-04-27

SPGI

S&P GLOBAL INC

-87.86%

Shares852

Event2026-03-31

Filed2026-04-27

CCL

CARNIVAL CORP

16.95%

Shares13.9K

Event2026-03-31

Filed2026-04-27

XLU

SELECT SECTOR SPDR TR

-87.02%

Shares7.8K

Event2026-03-31

Filed2026-04-27

QGRW

WISDOMTREE TR

-15.50%

Shares6.7K

Event2026-03-31

Filed2026-04-27

EOG

EOG RES INC

New

Shares2.5K

Event2026-03-31

Filed2026-04-27

KKR & CO INC

66.43%

Shares3.8K

Event2026-03-31

Filed2026-04-27

JVAL

J P MORGAN EXCHANGE TRADED F

-38.25%

Shares7.2K

Event2026-03-31

Filed2026-04-27

LHX

L3HARRIS TECHNOLOGIES INC

15.90%

Shares1.0K

Event2026-03-31

Filed2026-04-27

UAPR

INNOVATOR ETFS TRUST

-1.77%

Shares10.4K

Event2026-03-31

Filed2026-04-27

SRE

SEMPRA

14.97%

Shares3.6K

Event2026-03-31

Filed2026-04-27

WASTE MGMT INC DEL

16.50%

Shares1.5K

Event2026-03-31

Filed2026-04-27

XLB

SELECT SECTOR SPDR TR

New

Shares6.9K

Event2026-03-31

Filed2026-04-27

SNDK

SANDISK CORP

New

Shares539

Event2026-03-31

Filed2026-04-27

SCHX

SCHWAB STRATEGIC TR

8.30%

Shares13.3K

Event2026-03-31

Filed2026-04-27

GDX

VANECK ETF TRUST

-14.38%

Shares3.7K

Event2026-03-31

Filed2026-04-27

KMI

KINDER MORGAN INC DEL

32.68%

Shares10.1K

Event2026-03-31

Filed2026-04-27

BARRICK MNG CORP

43.76%

Shares8.3K

Event2026-03-31

Filed2026-04-27

FTNT

FORTINET INC

9.98%

Shares4.1K

Event2026-03-31

Filed2026-04-27

TPR

TAPESTRY INC

12.64%

Shares2.4K

Event2026-03-31

Filed2026-04-27

ACII

INNOVATOR ETFS TRUST

New

Shares13.3K

Event2026-03-31

Filed2026-04-27

LDOS

LEIDOS HOLDINGS INC

-3.42%

Shares2.1K

Event2026-03-31

Filed2026-04-27

CFG

CITIZENS FINL GROUP INC

27.85%

Shares5.6K

Event2026-03-31

Filed2026-04-27

XLG

INVESCO EXCHANGE TRADED FD T

6.36%

Shares6.1K

Event2026-03-31

Filed2026-04-27

BANK NEW YORK MELLON CORP

17.23%

Shares2.8K

Event2026-03-31

Filed2026-04-27

FISERV INC

28.03%

Shares5.9K

Event2026-03-31

Filed2026-04-27

CTVA

CORTEVA INC

21.84%

Shares3.9K

Event2026-03-31

Filed2026-04-27

FTV

FORTIVE CORP

-12.02%

Shares5.9K

Event2026-03-31

Filed2026-04-27

WELL

WELLTOWER INC

-3.00%

Shares1.6K

Event2026-03-31

Filed2026-04-27

VFH

VANGUARD WORLD FD

0.30%

Shares2.7K

Event2026-03-31

Filed2026-04-27

AHR

AMERICAN HEALTHCARE REIT INC

0.00%

Shares6.8K

Event2026-03-31

Filed2026-04-27

PDEC

INNOVATOR ETFS TRUST

-97.15%

Shares7.5K

Event2026-03-31

Filed2026-04-27

ITW

ILLINOIS TOOL WKS INC

16.29%

Shares1.2K

Event2026-03-31

Filed2026-04-27

RCL

ROYAL CARIBBEAN GROUP

14.36%

Shares1.1K

Event2026-03-31

Filed2026-04-27

ANNALY CAPITAL MANAGEMENT IN

32.06%

Shares14.9K

Event2026-03-31

Filed2026-04-27

EBAY

EBAY INC.

13.14%

Shares3.4K

Event2026-03-31

Filed2026-04-27

KROGER CO

9.34%

Shares4.2K

Event2026-03-31

Filed2026-04-27

ADM

ARCHER DANIELS MIDLAND CO

New

Shares4.1K

Event2026-03-31

Filed2026-04-27

TRANE TECHNOLOGIES PLC

-88.92%

Shares717

Event2026-03-31

Filed2026-04-27

SPYM

SPDR SERIES TRUST

New

Shares3.9K

Event2026-03-31

Filed2026-04-27

BMAY

INNOVATOR ETFS TRUST

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-27

INNOVATOR ETFS TRUST

New

Shares15.6K

Event2026-03-31

Filed2026-04-27

AIG

AMERICAN INTL GROUP INC

1.73%

Shares3.9K

Event2026-03-31

Filed2026-04-27

COIN

COINBASE GLOBAL INC

-88.57%

Shares1.7K

Event2026-03-31

Filed2026-04-27

OEF

ISHARES TR

1.22%

Shares913

Event2026-03-31

Filed2026-04-27

BJUL

INNOVATOR ETFS TRUST

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-27

MSI

MOTOROLA SOLUTIONS INC

16.32%

Shares663

Event2026-03-31

Filed2026-04-27

CONSOLIDATED EDISON INC

New

Shares2.5K

Event2026-03-31

Filed2026-04-27

VOT

VANGUARD INDEX FDS

0.09%

Shares1.1K

Event2026-03-31

Filed2026-04-27

FNDF

SCHWAB STRATEGIC TR

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-27

ZAUG

INNOVATOR ETFS TRUST

0.00%

Shares10.5K

Event2026-03-31

Filed2026-04-27

ALL

ALLSTATE CORP

New

Shares1.3K

Event2026-03-31

Filed2026-04-27

ZOCT

INNOVATOR ETFS TRUST

-2.28%

Shares10.3K

Event2026-03-31

Filed2026-04-27

BSEP

INNOVATOR ETFS TRUST

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-27

NVS

NOVARTIS AG

2.58%

Shares1.8K

Event2026-03-31

Filed2026-04-27

SPDW

SPDR INDEX SHS FDS

-12.44%

Shares6.0K

Event2026-03-31

Filed2026-04-27

XLRE

SELECT SECTOR SPDR TR

-34.43%

Shares6.6K

Event2026-03-31

Filed2026-04-27

BROOKFIELD REAL ASSETS INCOM

-28.95%

Shares20.9K

Event2026-03-31

Filed2026-04-27

JBHT

HUNT J B TRANS SVCS INC

New

Shares1.3K

Event2026-03-31

Filed2026-04-27

OXY

OCCIDENTAL PETE CORP

New

Shares4.1K

Event2026-03-31

Filed2026-04-27

HIG

HARTFORD INSURANCE GROUP INC

25.22%

Shares2.0K

Event2026-03-31

Filed2026-04-27

CBRE

CBRE GROUP INC

-4.28%

Shares2.0K

Event2026-03-31

Filed2026-04-27

TER

TERADYNE INC

New

Shares899

Event2026-03-31

Filed2026-04-27

ROK

ROCKWELL AUTOMATION INC

-1.20%

Shares739

Event2026-03-31

Filed2026-04-27

ACP

ABRDN INCOME CREDIT STRATEGI

-36.16%

Shares51.7K

Event2026-03-31

Filed2026-04-27

EME

EMCOR GROUP INC

New

Shares357

Event2026-03-31

Filed2026-04-27

BABA

ALIBABA GROUP HLDG LTD

-16.49%

Shares2.1K

Event2026-03-31

Filed2026-04-27

NJUL

INNOVATOR ETFS TRUST

-7.41%

Shares3.7K

Event2026-03-31

Filed2026-04-27

ZSEP

INNOVATOR ETFS TRUST

0.00%

Shares9.8K

Event2026-03-31

Filed2026-04-27

FIDI

FIDELITY COVINGTON TRUST

0.23%

Shares9.5K

Event2026-03-31

Filed2026-04-27

ECL

ECOLAB INC

9.88%

Shares979

Event2026-03-31

Filed2026-04-27

CSX

CSX CORP

New

Shares6.3K

Event2026-03-31

Filed2026-04-27

DOW

DOW HLDGS INC

New

Shares6.2K

Event2026-03-31

Filed2026-04-27

CEG

CONSTELLATION ENERGY CORP

-8.73%

Shares920

Event2026-03-31

Filed2026-04-27

CNC

CENTENE CORP DEL

-3.34%

Shares7.8K

Event2026-03-31

Filed2026-04-27

WAB

WABTEC

New

Shares1.0K

Event2026-03-31

Filed2026-04-27

VNT

VONTIER CORPORATION

0.43%

Shares7.2K

Event2026-03-31

Filed2026-04-27

DDOG

DATADOG INC

23.48%

Shares2.2K

Event2026-03-31

Filed2026-04-27

ROP

ROPER TECHNOLOGIES INC

New

Shares717

Event2026-03-31

Filed2026-04-27

NTRS

NORTHERN TR CORP

20.88%

Shares1.8K

Event2026-03-31

Filed2026-04-27

KEY

KEYCORP

8.91%

Shares12.6K

Event2026-03-31

Filed2026-04-27

PWR

QUANTA SVCS INC

New

Shares459

Event2026-03-31

Filed2026-04-27

WBD

WARNER BROS DISCOVERY INC

12.75%

Shares9.2K

Event2026-03-31

Filed2026-04-27

GSK PLC

New

Shares4.5K

Event2026-03-31

Filed2026-04-27

CME

CME GROUP INC

New

Shares847

Event2026-03-31

Filed2026-04-27

WMB

WILLIAMS COS INC

New

Shares3.4K

Event2026-03-31

Filed2026-04-27

CIEN

CIENA CORP

New

Shares637

Event2026-03-31

Filed2026-04-27

NXPI

NXP SEMICONDUCTORS N V

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-27

DOMINION ENERGY INC

1.14%

Shares4.0K

Event2026-03-31

Filed2026-04-27

MLI

MUELLER INDS INC

22.96%

Shares2.2K

Event2026-03-31

Filed2026-04-27

IMTM

ISHARES TR

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-27

UBS

UBS GROUP AG

3.77%

Shares6.2K

Event2026-03-31

Filed2026-04-27

ZJUL

INNOVATOR ETFS TRUST

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-27

DEM

WISDOMTREE TR

-34.40%

Shares4.9K

Event2026-03-31

Filed2026-04-27

HLT

HILTON WORLDWIDE HLDGS INC

New

Shares794

Event2026-03-31

Filed2026-04-27

VTR

VENTAS INC

-10.53%

Shares2.9K

Event2026-03-31

Filed2026-04-27

BKR

BAKER HUGHES COMPANY

New

Shares3.9K

Event2026-03-31

Filed2026-04-27

EEM

ISHARES TR

New

Shares4.2K

Event2026-03-31

Filed2026-04-27

HPE

HEWLETT PACKARD ENTERPRISE C

-0.68%

Shares10.0K

Event2026-03-31

Filed2026-04-27

IYJ

ISHARES TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-27

ADSK

AUTODESK INC

-91.21%

Shares990

Event2026-03-31

Filed2026-04-27

MCO

MOODYS CORP

New

Shares541

Event2026-03-31

Filed2026-04-27

IGV

ISHARES TR

-2.71%

Shares2.9K

Event2026-03-31

Filed2026-04-27

IRM

IRON MTN INC DEL

New

Shares2.3K

Event2026-03-31

Filed2026-04-27

FRANKLIN COVEY CO

0.26%

Shares14.9K

Event2026-03-31

Filed2026-04-27

VIG

VANGUARD SPECIALIZED FUNDS

New

Shares1.1K

Event2026-03-31

Filed2026-04-27

CRH PLC

New

Shares2.2K

Event2026-03-31

Filed2026-04-27

TSN

TYSON FOODS INC

New

Shares3.6K

Event2026-03-31

Filed2026-04-27

AMP

AMERIPRISE FINL INC

13.64%

Shares525

Event2026-03-31

Filed2026-04-27

ETFS GOLD TR

-4.16%

Shares5.2K

Event2026-03-31

Filed2026-04-27

RSG

REPUBLIC SVCS INC

New

Shares1.1K

Event2026-03-31

Filed2026-04-27

ACWV

ISHARES INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-27

IGPT

INVESCO EXCHANGE TRADED FD T

6.82%

Shares3.9K

Event2026-03-31

Filed2026-04-27

VRSN

VERISIGN INC

-3.78%

Shares917

Event2026-03-31

Filed2026-04-27

FANG

DIAMONDBACK ENERGY INC

New

Shares1.1K

Event2026-03-31

Filed2026-04-27

NLR

VANECK ETF TRUST

New

Shares1.7K

Event2026-03-31

Filed2026-04-27

XYZ

BLOCK INC

12.27%

Shares3.7K

Event2026-03-31

Filed2026-04-27

GEHC

GE HEALTHCARE TECHNOLOGIES I

-2.35%

Shares3.2K

Event2026-03-31

Filed2026-04-27

DWAS

INVESCO EXCH TRADED FD TR II

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-27

Call Option Holdings

MSFT Call CallMICROSOFT CORP56.5K sharesnew addition2026-03-312026-04-27

META Call CallMETA PLATFORMS INC6.9K sharesnew addition2026-03-312026-04-27

SPY Call CallSTATE STR SPDR S&P 500 ETF T5.9K sharesnew addition2026-03-312026-04-27

ALPHABET INC Call CallALPHABET INC1.9K sharesnew addition2026-03-312026-04-27

AAPL Call CallAPPLE INC1.4K sharesnew addition2026-03-312026-04-27

IWM Call CallISHARES TR1.3K sharesnew addition2026-03-312026-04-27

COST Call CallCOSTCO WHOLESALE CORPORATION300 sharesnew addition2026-03-312026-04-27

NVDA Call CallNVIDIA CORPORATION1.4K sharesnew addition2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL Call CallBERKSHIRE HATHAWAY INC DEL400 sharesnew addition2026-03-312026-04-27

NFLX Call CallNETFLIX INC.100 sharesnew addition2026-03-312026-04-27

INTC Call CallINTEL CORP100 sharesnew addition2026-03-312026-04-27

MSFT Call

MICROSOFT CORP

New

Shares56.5K

Event2026-03-31

Filed2026-04-27

META Call

META PLATFORMS INC

New

Shares6.9K

Event2026-03-31

Filed2026-04-27

SPY Call

STATE STR SPDR S&P 500 ETF T

New

Shares5.9K

Event2026-03-31

Filed2026-04-27

ALPHABET INC Call

ALPHABET INC

New

Shares1.9K

Event2026-03-31

Filed2026-04-27

AAPL Call

APPLE INC

New

Shares1.4K

Event2026-03-31

Filed2026-04-27

IWM Call

ISHARES TR

New

Shares1.3K

Event2026-03-31

Filed2026-04-27

COST Call

COSTCO WHOLESALE CORPORATION

New

Shares300

Event2026-03-31

Filed2026-04-27

NVDA Call

NVIDIA CORPORATION

New

Shares1.4K

Event2026-03-31

Filed2026-04-27

BERKSHIRE HATHAWAY INC DEL Call

BERKSHIRE HATHAWAY INC DEL

New

Shares400

Event2026-03-31

Filed2026-04-27

NFLX Call

NETFLIX INC.

New

Shares100

Event2026-03-31

Filed2026-04-27

INTC Call

INTEL CORP

New

Shares100

Event2026-03-31

Filed2026-04-27

Put Option Holdings

AAPL Put PutAPPLE INC20.1K sharesnew addition2026-03-312026-04-27

MCK Put PutMCKESSON CORP3.3K sharesnew addition2026-03-312026-04-27

EATON CORP PLC Put PutEATON CORP PLC6.4K sharesnew addition2026-03-312026-04-27

DPZ Put PutDOMINOS PIZZA INC2.8K sharesnew addition2026-03-312026-04-27

NVDA Put PutNVIDIA CORPORATION4.9K sharesnew addition2026-03-312026-04-27

TMO Put PutTHERMO FISHER SCIENTIFIC INC1.7K sharesnew addition2026-03-312026-04-27

TRV Put PutTRAVELERS COMPANIES INC2.7K sharesnew addition2026-03-312026-04-27

QCOM Put PutQUALCOMM INC4.7K sharesnew addition2026-03-312026-04-27

NOW Put PutSERVICENOW INC4.6K sharesnew addition2026-03-312026-04-27

PM Put PutPHILIP MORRIS INTL INC2.3K sharesnew addition2026-03-312026-04-27

AMZN Put PutAMAZON COM INC1.8K sharesnew addition2026-03-312026-04-27

AON PLC Put PutAON PLC1.1K sharesnew addition2026-03-312026-04-27

MSTR Put PutSTRATEGY INC2.1K sharesnew addition2026-03-312026-04-27

MSFT Put PutMICROSOFT CORP700 sharesnew addition2026-03-312026-04-27

FI Put PutFISERV INC2.6K sharesnew addition2026-03-312026-04-27

AAPL Put

APPLE INC

New

Shares20.1K

Event2026-03-31

Filed2026-04-27

MCK Put

MCKESSON CORP

New

Shares3.3K

Event2026-03-31

Filed2026-04-27

EATON CORP PLC Put

EATON CORP PLC

New

Shares6.4K

Event2026-03-31

Filed2026-04-27

DPZ Put

DOMINOS PIZZA INC

New

Shares2.8K

Event2026-03-31

Filed2026-04-27

NVDA Put

NVIDIA CORPORATION

New

Shares4.9K

Event2026-03-31

Filed2026-04-27

TMO Put

THERMO FISHER SCIENTIFIC INC

New

Shares1.7K

Event2026-03-31

Filed2026-04-27

TRV Put

TRAVELERS COMPANIES INC

New

Shares2.7K

Event2026-03-31

Filed2026-04-27

QCOM Put

QUALCOMM INC

New

Shares4.7K

Event2026-03-31

Filed2026-04-27

NOW Put

SERVICENOW INC

New

Shares4.6K

Event2026-03-31

Filed2026-04-27

PM Put

PHILIP MORRIS INTL INC

New

Shares2.3K

Event2026-03-31

Filed2026-04-27

AMZN Put

AMAZON COM INC

New

Shares1.8K

Event2026-03-31

Filed2026-04-27

AON PLC Put

AON PLC

New

Shares1.1K

Event2026-03-31

Filed2026-04-27

MSTR Put

STRATEGY INC

New

Shares2.1K

Event2026-03-31

Filed2026-04-27

MSFT Put

MICROSOFT CORP

New

Shares700

Event2026-03-31

Filed2026-04-27

FI Put

FISERV INC

New

Shares2.6K

Event2026-03-31

Filed2026-04-27