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The Analysis of Sovereign Financial Group, Inc.'s Holdings & P&L

Currently, Sovereign Financial Group, Inc. holds 362 types of securities in its portfolio with a total value $574.9M. In the most recent quarter, they have increased their positions in DPZ (+8.5K shares, valued at $3.0M), APP (+6.3K shares, valued at $2.5M), USO (+13.7K shares, valued at $1.7M); decreased their positions in OEF (-5.5K shares, valued at $1.8M), SGDM (-10.9K shares, valued at $820.2K), N/A (-7.9K shares, valued at $700.5K); initiated new positions in DPZ (+8.5K shares, valued at $3.0M), USO (+13.7K shares, valued at $1.7M), LNG (+5.2K shares, valued at $1.5M).

1M P&L

+15.0M+2.81%

3M P&L

-149.7M-21.43%

HY P&L

-126.1M-18.68%

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/A379.2M

74.9%

2Consumer Electronics13.4M

2.6%

3Semiconductors12.1M

2.4%

Top Industries by Stock Count

1N/A188 stocks

56.8%

2Utilities - Regulated Electric8 stocks

2.4%

3Semiconductors8 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD TAX-MANAGED FDS533.1K shares3.48%2026-03-312026-04-17

VUG VANGUARD INDEX FDS62.9K shares-0.60%2026-03-312026-04-17

SPY STATE STR SPDR S&P 500 ETF T41.5K shares-1.18%2026-03-312026-04-17

VTV VANGUARD INDEX FDS118.6K shares5.95%2026-03-312026-04-17

INVESCO QQQ TR INVESCO QQQ TR35.7K shares-0.24%2026-03-312026-04-17

ALPHABET INC ALPHABET INC60.5K shares3.24%2026-03-312026-04-17

IVV ISHARES TR26.1K shares2.91%2026-03-312026-04-17

AAPL APPLE INC52.8K shares0.33%2026-03-312026-04-17

Sponsored

VWO VANGUARD INTL EQUITY INDEX F234.1K shares8.83%2026-03-312026-04-17

BNDX VANGUARD CHARLOTTE FDS256.8K shares12.74%2026-03-312026-04-17

BSV VANGUARD BD INDEX FDS154.8K shares9.37%2026-03-312026-04-17

ALPHABET INC ALPHABET INC37.7K shares-0.75%2026-03-312026-04-17

VTIP VANGUARD MALVERN FDS188.8K shares9.78%2026-03-312026-04-17

RDVY FIRST TR EXCHANGE TRADED FD137.6K shares5.43%2026-03-312026-04-17

VB VANGUARD INDEX FDS31.9K shares7.71%2026-03-312026-04-17

BIV VANGUARD BD INDEX FDS88.1K shares13.05%2026-03-312026-04-17

Sponsored

VYM VANGUARD WHITEHALL FDS45.9K shares-2.21%2026-03-312026-04-17

NVDA NVIDIA CORPORATION37.3K shares2.61%2026-03-312026-04-17

BLV VANGUARD BD INDEX FDS89.3K shares26.22%2026-03-312026-04-17

VANGUARD INDEX FDS VANGUARD INDEX FDS10.3K shares-1.60%2026-03-312026-04-17

VMBS VANGUARD SCOTTSDALE FDS127.8K shares15.82%2026-03-312026-04-17

REZ ISHARES TR68.7K shares22.07%2026-03-312026-04-17

MSFT MICROSOFT CORP14.7K shares-1.73%2026-03-312026-04-17

TBIL RBB FD INC105.6K shares-10.47%2026-03-312026-04-17

Sponsored

AMZN AMAZON COM INC18.1K shares2.09%2026-03-312026-04-17

XOM EXXON MOBIL CORP21.7K shares-8.67%2026-03-312026-04-17

SO SOUTHERN CO34.3K shares-3.57%2026-03-312026-04-17

NEAR ISHARES U S ETF TR62.7K shares5.76%2026-03-312026-04-17

PYLD PIMCO ETF TR118.2K shares4.51%2026-03-312026-04-17

IUSG ISHARES TR19.7K shares18.96%2026-03-312026-04-17

DPZ DOMINOS PIZZA INC8.5K sharesnew addition2026-03-312026-04-17

GLD SPDR GOLD TR6.9K shares6.19%2026-03-312026-04-17

Sponsored

MA MASTERCARD INCORPORATED5.5K shares0.02%2026-03-312026-04-17

APP APPLOVIN CORP6.6K shares2117.85%2026-03-312026-04-17

JPM JPMORGAN CHASE & CO8.4K shares14.58%2026-03-312026-04-17

IVE ISHARES TR11.6K shares-19.00%2026-03-312026-04-17

JEPI J P MORGAN EXCHANGE TRADED F43.1K shares4.42%2026-03-312026-04-17

MU MICRON TECHNOLOGY INC7.2K shares-1.29%2026-03-312026-04-17

IUSB ISHARES TR51.0K shares3.03%2026-03-312026-04-17

IVW ISHARES TR20.7K shares3.40%2026-03-312026-04-17

Sponsored

ED CONSOLIDATED EDISON INC20.7K shares1.00%2026-03-312026-04-17

IEMG ISHARES INC31.9K shares-23.16%2026-03-312026-04-17

UPS UNITED PARCEL SVCS INC22.1K shares0.03%2026-03-312026-04-17

DFIV DIMENSIONAL ETF TRUST41.0K shares3.51%2026-03-312026-04-17

DYNF BLACKROCK ETF TRUST35.1K shares-18.41%2026-03-312026-04-17

PDP INVESCO EXCHANGE TRADED FD T16.8K shares0.00%2026-03-312026-04-17

IGSB ISHARES TR38.0K shares8.36%2026-03-312026-04-17

VGT VANGUARD WORLD FD2.8K shares9.85%2026-03-312026-04-17

Sponsored

IUS INVESCO EXCH TRD SLF IDX FD34.0K shares0.12%2026-03-312026-04-17

VTI VANGUARD INDEX FDS6.1K shares5.17%2026-03-312026-04-17

BROADCOM INC BROADCOM INC6.2K shares-4.88%2026-03-312026-04-17

IWY ISHARES TR7.7K shares-0.72%2026-03-312026-04-17

BAC BANK AMERICA CORP39.2K shares1.08%2026-03-312026-04-17

GSY INVESCO ACTIVELY MANAGED EXC37.6K shares10.71%2026-03-312026-04-17

SSO PROSHARES TR36.0K shares-0.04%2026-03-312026-04-17

EFV ISHARES TR24.7K shares-7.40%2026-03-312026-04-17

Sponsored

JPST J P MORGAN EXCHANGE TRADED F36.0K shares8.29%2026-03-312026-04-17

COST COSTCO WHOLESALE CORPORATION1.8K shares2.08%2026-03-312026-04-17

VFVA VANGUARD WELLINGTON FD13.3K shares-0.41%2026-03-312026-04-17

MGK VANGUARD WORLD FD4.9K shares-1.97%2026-03-312026-04-17

META META PLATFORMS INC3.1K shares-13.60%2026-03-312026-04-17

USO UNITED STS OIL FD LP13.7K sharesnew addition2026-03-312026-04-17

IEFA ISHARES TR18.9K shares8.80%2026-03-312026-04-17

V VISA INC5.7K shares-0.40%2026-03-312026-04-17

Sponsored

TFLO ISHARES TR33.6K shares-1.86%2026-03-312026-04-17

IUSV ISHARES TR16.5K shares12.36%2026-03-312026-04-17

CHD CHURCH & DWIGHT CO INC18.0K shares0.78%2026-03-312026-04-17

VPU VANGUARD WORLD FD8.1K shares0.14%2026-03-312026-04-17

CAT CATERPILLAR INC2.1K shares1.71%2026-03-312026-04-17

LNG CHENIERE ENERGY INC5.2K sharesnew addition2026-03-312026-04-17

VIG VANGUARD SPECIALIZED FUNDS6.8K shares4.66%2026-03-312026-04-17

ITOT ISHARES TR10.2K shares0.07%2026-03-312026-04-17

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.9K shares-4.20%2026-03-312026-04-17

SMH VANECK ETF TRUST3.6K shares-1.17%2026-03-312026-04-17

DIA STATE STR SPDR DOW JONES IND3.0K shares6.30%2026-03-312026-04-17

EQWL INVESCO EXCHANGE TRADED FD T12.0K shares2.12%2026-03-312026-04-17

AOA ISHARES TR15.5K shares0.05%2026-03-312026-04-17

SPMO INVESCO EXCH TRADED FD TR II12.0K shares3.79%2026-03-312026-04-17

MTUM ISHARES TR5.6K shares0.31%2026-03-312026-04-17

GLW CORNING INC9.6K shares45.74%2026-03-312026-04-17

Sponsored

CSX CSX CORP30.9K shares-0.15%2026-03-312026-04-17

WMT WALMART INC10.1K shares27.85%2026-03-312026-04-17

USFR WISDOMTREE TR24.8K shares0.00%2026-03-312026-04-17

IJR ISHARES TR9.9K shares-12.00%2026-03-312026-04-17

ALPS ETF TR ALPS ETF TR22.0K shares-0.63%2026-03-312026-04-17

EFA ISHARES TR12.5K shares-7.20%2026-03-312026-04-17

EEM ISHARES TR21.2K shares-9.36%2026-03-312026-04-17

VLO VALERO ENERGY CORP4.8K shares155.40%2026-03-312026-04-17

Sponsored

TBLL INVESCO EXCH TRADED FD TR II11.1K shares41.01%2026-03-312026-04-17

HD HOME DEPOT INC3.5K shares-0.37%2026-03-312026-04-17

RTX RTX CORPORATION6.0K shares1.08%2026-03-312026-04-17

MUB ISHARES TR10.9K shares263.79%2026-03-312026-04-17

TLH ISHARES TR11.4K shares3.97%2026-03-312026-04-17

XLU SELECT SECTOR SPDR TR25.0K shares40.78%2026-03-312026-04-17

IBM INTERNATIONAL BUSINESS MACHS4.7K shares-5.54%2026-03-312026-04-17

EFG ISHARES TR10.2K sharesnew addition2026-03-312026-04-17

Sponsored

GLDM WORLD GOLD TR12.0K shares0.23%2026-03-312026-04-17

PG PROCTER & GAMBLE CO7.6K shares2.43%2026-03-312026-04-17

T AT&T INC37.3K shares2.37%2026-03-312026-04-17

SLV ISHARES SILVER TR15.9K shares1.58%2026-03-312026-04-17

JNJ JOHNSON & JOHNSON4.4K shares4.68%2026-03-312026-04-17

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T22.4K shares0.04%2026-03-312026-04-17

AEP AMERICAN ELEC PWR CO INC8.1K shares4.51%2026-03-312026-04-17

QUAL ISHARES TR5.5K shares0.66%2026-03-312026-04-17

Sponsored

VIGI VANGUARD WHITEHALL FDS11.8K shares6.19%2026-03-312026-04-17

KMB KIMBERLY-CLARK CORP10.8K shares2.14%2026-03-312026-04-17

ALL ALLSTATE CORP5.0K shares0.78%2026-03-312026-04-17

AOM ISHARES TR21.9K shares-1.09%2026-03-312026-04-17

TSLA TESLA INC2.7K shares8.24%2026-03-312026-04-17

KO COCA COLA CO13.3K shares-7.55%2026-03-312026-04-17

GEV GE VERNOVA INC1.2K shares-19.33%2026-03-312026-04-17

AGG ISHARES TR10.1K shares41.78%2026-03-312026-04-17

Sponsored

VSMV VICTORY PORTFOLIOS II17.5K shares-1.11%2026-03-312026-04-17

MDY STATE STR SPDR S&P MIDCAP 401.6K shares-0.31%2026-03-312026-04-17

SPYG SPDR SERIES TRUST10.1K shares0.00%2026-03-312026-04-17

BAI BLACKROCK ETF TRUST29.9K shares3.79%2026-03-312026-04-17

THRO BLACKROCK ETF TRUST26.2K shares3.52%2026-03-312026-04-17

TIP ISHARES TR8.5K shares-8.90%2026-03-312026-04-17

OEF ISHARES TR2.9K shares-65.37%2026-03-312026-04-17

NEE NEXTERA ENERGY INC10.0K shares1.92%2026-03-312026-04-17

Sponsored

SHV ISHARES TR8.4K shares27.74%2026-03-312026-04-17

ISHARES GOLD TR ISHARES GOLD TR10.4K shares-43.26%2026-03-312026-04-17

USDU WISDOMTREE TR34.8K shares4.14%2026-03-312026-04-17

ABBV ABBVIE INC4.2K shares7.26%2026-03-312026-04-17

JHMM JOHN HANCOCK EXCHANGE TRADED13.5K shares-0.54%2026-03-312026-04-17

HGLB HIGHLAND GLOBAL ALLOCATION F111.6K shares-7.29%2026-03-312026-04-17

D DOMINION ENERGY INC14.3K shares0.65%2026-03-312026-04-17

BND VANGUARD BD INDEX FDS12.0K shares-4.76%2026-03-312026-04-17

Sponsored

VCSH VANGUARD SCOTTSDALE FDS11.0K shares-8.76%2026-03-312026-04-17

IWF ISHARES TR2.0K shares2.05%2026-03-312026-04-17

LLY ELI LILLY & CO937 shares17.13%2026-03-312026-04-17

AOK ISHARES TR21.1K shares-25.65%2026-03-312026-04-17

VONG VANGUARD SCOTTSDALE FDS7.6K shares2.32%2026-03-312026-04-17

BMY BRISTOL-MYERS SQUIBB CO13.5K shares5.24%2026-03-312026-04-17

IJH ISHARES TR12.1K shares-12.72%2026-03-312026-04-17

PEG PUBLIC SVC ENTERPRISE GROUP10.0K shares-0.16%2026-03-312026-04-17

Sponsored

MS MORGAN STANLEY4.9K shares0.91%2026-03-312026-04-17

GIS GENERAL MILLS INC21.6K shares3.22%2026-03-312026-04-17

VHT VANGUARD WORLD FD2.9K shares-0.10%2026-03-312026-04-17

XLK SELECT SECTOR SPDR TR6.0K shares2.87%2026-03-312026-04-17

XLE SELECT SECTOR SPDR TR12.9K shares-11.86%2026-03-312026-04-17

IGOV ISHARES TR18.9K shares22.14%2026-03-312026-04-17

IDEF BLACKROCK ETF TRUST23.7K sharesnew addition2026-03-312026-04-17

ICSH ISHARES TR15.2K sharesnew addition2026-03-312026-04-17

Sponsored

TT TRANE TECHNOLOGIES PLC1.8K shares-1.24%2026-03-312026-04-17

IBB ISHARES TR4.5K shares-2.10%2026-03-312026-04-17

VXUS VANGUARD STAR FDS9.9K shares25.64%2026-03-312026-04-17

CSCO CISCO SYS INC9.8K shares-6.38%2026-03-312026-04-17

SCHG SCHWAB STRATEGIC TR26.0K shares-12.08%2026-03-312026-04-17

SDCI USCF ETF TR27.6K shares0.34%2026-03-312026-04-17

MCD MCDONALDS CORP2.4K shares6.23%2026-03-312026-04-17

AOR ISHARES TR11.7K shares-39.65%2026-03-312026-04-17

Sponsored

VO VANGUARD INDEX FDS2.6K shares-14.89%2026-03-312026-04-17

ORCL ORACLE CORP5.0K shares40.59%2026-03-312026-04-17

AXP AMERICAN EXPRESS CO2.4K shares16.61%2026-03-312026-04-17

BKLN INVESCO EXCH TRADED FD TR II35.6K sharesnew addition2026-03-312026-04-17

ASML ASML HLDG NV544 shares-1.45%2026-03-312026-04-17

BLCR BLACKROCK ETF TRUST17.3K sharesnew addition2026-03-312026-04-17

GE AEROSPACE GE AEROSPACE2.5K shares1.38%2026-03-312026-04-17

CMC COMMERCIAL METALS CO11.5K shares0.00%2026-03-312026-04-17

Sponsored

AMD ADVANCED MICRO DEVICES INC3.4K shares9.46%2026-03-312026-04-17

SCHF SCHWAB STRATEGIC TR27.9K shares7.06%2026-03-312026-04-17

VYMI VANGUARD WHITEHALL FDS7.3K shares0.00%2026-03-312026-04-17

ADI ANALOG DEVICES INC2.1K shares0.14%2026-03-312026-04-17

VZ VERIZON COMMUNICATIONS INC13.1K shares9.40%2026-03-312026-04-17

IBIT ISHARES BITCOIN TRUST ETF17.0K shares-12.88%2026-03-312026-04-17

NFLX NETFLIX INC.6.8K shares8.28%2026-03-312026-04-17

USMV ISHARES TR6.9K shares-3.54%2026-03-312026-04-17

Sponsored

HDV ISHARES TR4.7K shares-10.83%2026-03-312026-04-17

PEP PEPSICO INC4.1K shares1.94%2026-03-312026-04-17

SCHA SCHWAB STRATEGIC TR21.7K shares5.22%2026-03-312026-04-17

AMGN AMGEN INC1.8K shares2.54%2026-03-312026-04-17

EPD ENTERPRISE PRODS PARTNERS L16.4K shares0.35%2026-03-312026-04-17

DE DEERE & CO1.1K shares0.46%2026-03-312026-04-17

CVX CHEVRON CORPORATION2.9K shares2.97%2026-03-312026-04-17

LOW LOWES COS INC2.5K shares4.88%2026-03-312026-04-17

Sponsored

UNH UNITEDHEALTH GROUP INC2.2K shares-5.05%2026-03-312026-04-17

DFEB FIRST TR EXCHNG TRADED FD VI12.5K shares0.00%2026-03-312026-04-17

FFEB FIRST TR EXCHNG TRADED FD VI10.6K shares0.00%2026-03-312026-04-17

IYY ISHARES TR3.7K shares-0.90%2026-03-312026-04-17

SPYM SPDR SERIES TRUST7.7K shares0.42%2026-03-312026-04-17

IWM ISHARES TR2.3K shares-43.35%2026-03-312026-04-17

ETFS GOLD TR ETFS GOLD TR13.0K shares-4.68%2026-03-312026-04-17

MERCK & CO INC MERCK & CO INC4.8K shares2.98%2026-03-312026-04-17

Sponsored

IWD ISHARES TR2.7K shares1.98%2026-03-312026-04-17

KORU DIREXION SHARES ETF TRUST2.0K shares-50.71%2026-03-312026-04-17

QCOM QUALCOMM INC4.4K shares1.41%2026-03-312026-04-17

UITB VICTORY PORTFOLIOS II12.0K shares1.71%2026-03-312026-04-17

VTEB VANGUARD MUN BD FDS11.2K shares6.99%2026-03-312026-04-17

SPYD SPDR SERIES TRUST12.2K shares18.08%2026-03-312026-04-17

MBB ISHARES TR5.8K shares-17.55%2026-03-312026-04-17

VCIT VANGUARD SCOTTSDALE FDS6.6K shares-14.04%2026-03-312026-04-17

Sponsored

PM PHILIP MORRIS INTL INC3.3K shares8.90%2026-03-312026-04-17

SCHB SCHWAB STRATEGIC TR21.5K shares0.06%2026-03-312026-04-17

NVDL GRANITESHARES ETF TR7.4K shares0.00%2026-03-312026-04-17

IAGG ISHARES TR10.8K shares5.25%2026-03-312026-04-17

SPSM SPDR SERIES TRUST11.1K shares0.14%2026-03-312026-04-17

VIOO VANGUARD ADMIRAL FDS INC4.7K shares-7.48%2026-03-312026-04-17

INTC INTEL CORP12.0K shares2.05%2026-03-312026-04-17

TOL TOLL BROTHERS INC3.8K shares-0.50%2026-03-312026-04-17

Sponsored

VONE VANGUARD SCOTTSDALE FDS1.7K shares0.00%2026-03-312026-04-17

AMAT APPLIED MATLS INC1.5K shares3.15%2026-03-312026-04-17

IBMP ISHARES TR19.7K sharesnew addition2026-03-312026-04-17

IBMO ISHARES TR19.5K sharesnew addition2026-03-312026-04-17

IBMQ ISHARES TR19.6K sharesnew addition2026-03-312026-04-17

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.3K shares19.66%2026-03-312026-04-17

IBMR ISHARES TR19.7K sharesnew addition2026-03-312026-04-17

CMI CUMMINS INC925 shares0.65%2026-03-312026-04-17

Sponsored

SHYM BLACKROCK ETF TRUST II22.5K sharesnew addition2026-03-312026-04-17

DTE DTE ENERGY CO3.4K shares-0.03%2026-03-312026-04-17

GOVT ISHARES TR21.4K sharesnew addition2026-03-312026-04-17

PLTR PALANTIR TECHNOLOGIES INC3.3K shares-46.16%2026-03-312026-04-17

SCHD SCHWAB STRATEGIC TR15.9K shares-0.90%2026-03-312026-04-17

DFUV DIMENSIONAL ETF TRUST9.9K shares-0.85%2026-03-312026-04-17

BALT INNOVATOR ETFS TRUST14.2K shares17.20%2026-03-312026-04-17

BLACKROCK INC BLACKROCK INC494 shares0.61%2026-03-312026-04-17

Sponsored

HUBBELL INC HUBBELL INC960 shares0.42%2026-03-312026-04-17

MINT PIMCO ETF TR4.7K shares18.11%2026-03-312026-04-17

VOT VANGUARD INDEX FDS1.8K shares-0.22%2026-03-312026-04-17

BE BLOOM ENERGY CORP3.4K shares46.27%2026-03-312026-04-17

SCHV SCHWAB STRATEGIC TR15.0K shares-10.36%2026-03-312026-04-17

GS GOLDMAN SACHS GROUP INC537 shares-1.47%2026-03-312026-04-17

ESGU ISHARES TR3.2K shares-2.61%2026-03-312026-04-17

BLACKSTONE INC BLACKSTONE INC3.9K shares2.28%2026-03-312026-04-17

Sponsored

DIS DISNEY WALT CO4.7K shares2.02%2026-03-312026-04-17

DGRO ISHARES TR6.3K shares0.00%2026-03-312026-04-17

GM GENERAL MTRS CO5.8K shares20.97%2026-03-312026-04-17

NOBL PROSHARES TR4.1K shares-2.83%2026-03-312026-04-17

TXN TEXAS INSTRS INC2.2K shares1.23%2026-03-312026-04-17

PEY INVESCO EXCHANGE TRADED FD T20.2K shares2.67%2026-03-312026-04-17

CON CONCENTRA GROUP HOLDINGS PAR20.0K shares-1.40%2026-03-312026-04-17

CBU COMMUNITY FINANCIAL SYSTEM I7.3K shares0.00%2026-03-312026-04-17

Sponsored

SUB ISHARES TR4.0K shares47.50%2026-03-312026-04-17

CITIGROUP INC CITIGROUP INC3.7K shares8.43%2026-03-312026-04-17

PFE PFIZER INC14.8K shares2.10%2026-03-312026-04-17

O REALTY INCOME CORP6.8K shares0.92%2026-03-312026-04-17

SEM SELECT MED HLDGS CORP25.2K shares-0.11%2026-03-312026-04-17

LAM RESEARCH CORP LAM RESEARCH CORP1.9K shares4.67%2026-03-312026-04-17

SPGP INVESCO EXCHANGE TRADED FD T3.7K shares-7.82%2026-03-312026-04-17

H HYATT HOTELS CORP2.8K shares0.32%2026-03-312026-04-17

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.1K shares2.83%2026-03-312026-04-17

WDC WESTERN DIGITAL CORP1.5K shares-31.84%2026-03-312026-04-17

CWT CALIFORNIA WTR SVC GROUP8.8K shares-0.14%2026-03-312026-04-17

XLV SELECT SECTOR SPDR TR2.7K shares29.40%2026-03-312026-04-17

IXUS ISHARES TR4.5K shares-5.22%2026-03-312026-04-17

FNDX SCHWAB STRATEGIC TR13.9K shares7.19%2026-03-312026-04-17

MO ALTRIA GROUP INC5.8K shares4.86%2026-03-312026-04-17

OHI OMEGA HEALTHCARE INVS INC8.7K shares4.17%2026-03-312026-04-17

Sponsored

RNG RINGCENTRAL INC10.2K shares4.19%2026-03-312026-04-17

F FORD MTR CO32.7K shares-0.41%2026-03-312026-04-17

MP MP MATERIALS CORP7.7K shares-25.05%2026-03-312026-04-17

GHYB GOLDMAN SACHS ETF TR8.2K shares0.12%2026-03-312026-04-17

DSI ISHARES TR3.0K shares-3.91%2026-03-312026-04-17

NOC NORTHROP GRUMMAN CORP537 shares9.59%2026-03-312026-04-17

ASTS AST SPACEMOBILE INC4.4K shares52.52%2026-03-312026-04-17

ARKK ARK ETF TR5.3K shares0.00%2026-03-312026-04-17

Sponsored

CL COLGATE PALMOLIVE CO4.2K shares1.09%2026-03-312026-04-17

IEF ISHARES TR3.7K shares11.16%2026-03-312026-04-17

KR KROGER CO4.9K shares5.42%2026-03-312026-04-17

DGS WISDOMTREE TR5.8K shares-40.71%2026-03-312026-04-17

MPC MARATHON PETE CORP1.4K shares1.61%2026-03-312026-04-17

SHY ISHARES TR4.1K shares0.52%2026-03-312026-04-17

DFE WISDOMTREE TR4.7K shares-22.17%2026-03-312026-04-17

SPMD SPDR SERIES TRUST5.7K shares-2.31%2026-03-312026-04-17

Sponsored

HON HONEYWELL INTL INC1.5K shares-14.90%2026-03-312026-04-17

FDLO FIDELITY COVINGTON TRUST5.1K shares0.43%2026-03-312026-04-17

IRM IRON MTN INC DEL3.2K shares0.88%2026-03-312026-04-17

COP CONOCOPHILLIPS2.5K shares13.42%2026-03-312026-04-17

MOAT VANECK ETF TRUST3.4K shares0.00%2026-03-312026-04-17

TQQQ PROSHARES TR7.8K shares7.59%2026-03-312026-04-17

VNQ VANGUARD INDEX FDS3.6K shares-19.20%2026-03-312026-04-17

NSC NORFOLK SOUTHN CORP1.1K shares3.26%2026-03-312026-04-17

Sponsored

IFRA ISHARES TR5.5K shares-2.23%2026-03-312026-04-17

LCTU BLACKROCK ETF TRUST4.4K shares-5.50%2026-03-312026-04-17

KKR & CO INC KKR & CO INC3.3K shares-0.15%2026-03-312026-04-17

BA BOEING CO1.5K shares8.09%2026-03-312026-04-17

VGM INVESCO TR INVT GRADE MUNS30.9K shares0.54%2026-03-312026-04-17

XLF SELECT SECTOR SPDR TR6.1K shares59.52%2026-03-312026-04-17

EATON CORP PLC EATON CORP PLC836 shares-13.10%2026-03-312026-04-17

WMB WILLIAMS COS INC4.1K shares1.72%2026-03-312026-04-17

Sponsored

TRV TRAVELERS COMPANIES INC1.0K shares1.93%2026-03-312026-04-17

PTLC PACER FDS TR5.6K shares-3.29%2026-03-312026-04-17

SGDM SPROTT ETF TRUST3.9K shares-73.71%2026-03-312026-04-17

ET ENERGY TRANSFER L P15.1K shares-4.03%2026-03-312026-04-17

OTIS OTIS WORLDWIDE CORP3.8K shares-1.07%2026-03-312026-04-17

PSX PHILLIPS 661.6K shares0.00%2026-03-312026-04-17

HRL HORMEL FOODS CORP12.7K shares-0.93%2026-03-312026-04-17

PLTM GRANITESHARES PLATINUM TR15.1K shares-25.35%2026-03-312026-04-17

Sponsored

VSS VANGUARD INTL EQUITY INDEX F2.0K sharesnew addition2026-03-312026-04-17

MDLZ MONDELEZ INTL INC4.9K shares-18.77%2026-03-312026-04-17

ARISTA NETWORKS INC ARISTA NETWORKS INC2.3K shares-40.95%2026-03-312026-04-17

TSM TAIWAN SEMICONDUCTOR MANUFAC822 shares3.66%2026-03-312026-04-17

JAAA JANUS DETROIT STR TR5.5K sharesnew addition2026-03-312026-04-17

UBER UBER TECHNOLOGIES INC3.8K shares-2.45%2026-03-312026-04-17

PSA PUBLIC STORAGE OPER CO998 shares1.42%2026-03-312026-04-17

JXN JACKSON FINANCIAL INC2.5K shares14.66%2026-03-312026-04-17

Sponsored

VGIT VANGUARD SCOTTSDALE FDS4.4K sharesnew addition2026-03-312026-04-17

PJAN INNOVATOR ETFS TRUST5.7K shares0.00%2026-03-312026-04-17

MKC MCCORMICK & CO INC5.2K shares12.15%2026-03-312026-04-17

ICVT ISHARES TR2.6K shares0.43%2026-03-312026-04-17

GOLF ACUSHNET HLDGS CORP2.8K shares0.18%2026-03-312026-04-17

PEO ADAM NAT RES FD INC9.2K sharesnew addition2026-03-312026-04-17

IDCC INTERDIGITAL INC838 shares-25.38%2026-03-312026-04-17

HWM HOWMET AEROSPACE INC1.1K shares0.09%2026-03-312026-04-17

Sponsored

OKE ONEOK INC NEW2.8K shares-0.36%2026-03-312026-04-17

TGT TARGET CORP2.1K sharesnew addition2026-03-312026-04-17

DNP DNP SELECT INCOME FD INC23.6K shares-3.67%2026-03-312026-04-17

WFC WELLS FARGO & CO3.1K shares1.90%2026-03-312026-04-17

NOW SERVICENOW INC2.3K shares23.60%2026-03-312026-04-17

XLC SELECT SECTOR SPDR TR2.2K shares0.00%2026-03-312026-04-17

XLI SELECT SECTOR SPDR TR1.5K sharesnew addition2026-03-312026-04-17

CELESTICA INC CELESTICA INC832 shares19.37%2026-03-312026-04-17

Sponsored

NJR NEW JERSEY RES CORP4.3K shares-11.37%2026-03-312026-04-17

IDXX IDEXX LABS INC413 shares1.23%2026-03-312026-04-17

IDEV ISHARES TR2.8K shares2.45%2026-03-312026-04-17

CTVA CORTEVA INC2.7K sharesnew addition2026-03-312026-04-17

RSPT INVESCO EXCHANGE TRADED FD T5.0K shares0.02%2026-03-312026-04-17

USXF ISHARES TR4.1K shares0.00%2026-03-312026-04-17

LMT LOCKHEED MARTIN CORP363 sharesnew addition2026-03-312026-04-17

CMS CMS ENERGY CORP2.8K sharesnew addition2026-03-312026-04-17

Sponsored

XLY SELECT SECTOR SPDR TR2.0K shares-35.07%2026-03-312026-04-17

THG HANOVER INS GROUP INC1.3K shares0.00%2026-03-312026-04-17

KBE SPDR SERIES TRUST3.6K shares-1.11%2026-03-312026-04-17

HYG ISHARES TR2.7K shares-14.82%2026-03-312026-04-17

CARR CARRIER GLOBAL CORPORATION3.8K shares-3.41%2026-03-312026-04-17

SCHX SCHWAB STRATEGIC TR8.3K sharesnew addition2026-03-312026-04-17

BP BP PLC4.5K sharesnew addition2026-03-312026-04-17

ROCKET LAB CORP ROCKET LAB CORP3.3K shares3.91%2026-03-312026-04-17

Sponsored

SRE SEMPRA2.2K sharesnew addition2026-03-312026-04-17

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II6.2K shares0.00%2026-03-312026-04-17

LINDE PLC LINDE PLC428 sharesnew addition2026-03-312026-04-17

FSK FS KKR CAP CORP20.8K shares0.00%2026-03-312026-04-17

IJK ISHARES TR2.1K sharesnew addition2026-03-312026-04-17

FDX FEDEX CORP590 sharesnew addition2026-03-312026-04-17

PBR PETROLEO BRASILEIRO S A10.0K shares-5.70%2026-03-312026-04-17

DTM DT MIDSTREAM INC1.5K sharesnew addition2026-03-312026-04-17

Sponsored

DIVO AMPLIFY ETF TR4.6K sharesnew addition2026-03-312026-04-17

WM WASTE MGMT INC DEL890 shares-6.61%2026-03-312026-04-17

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II2.8K sharesnew addition2026-03-312026-04-17

AGQ PROSHARES TR II1.7K sharesnew addition2026-03-312026-04-17

WPC WP CAREY INC3.0K shares-6.93%2026-03-312026-04-17

NEA NUVEEN AMT FREE QLTY MUN INC18.1K shares9.08%2026-03-312026-04-17

TLT ISHARES TR2.3K shares0.30%2026-03-312026-04-17

VBR VANGUARD INDEX FDS923 sharesnew addition2026-03-312026-04-17

Sponsored

PUTNAM ETF TRUST PUTNAM ETF TRUST25.4K shares0.00%2026-03-312026-04-17

PCT PURECYCLE TECHNOLOGIES INC34.6K shares25.82%2026-03-312026-04-17

BITO PROSHARES TR17.2K sharesnew addition2026-03-312026-04-17

HTGC HERCULES CAPITAL INC10.8K sharesnew addition2026-03-312026-04-17

MMU WESTERN ASSET MANAGED MUNS F15.4K shares-27.54%2026-03-312026-04-17

KBDC KAYNE ANDERSON BDC INC11.3K sharesnew addition2026-03-312026-04-17

NXDT NEXPOINT DIVERSIFIED REL ET30.5K shares29.92%2026-03-312026-04-17

MFIC MIDCAP FINANCIAL INVSTMNT CO11.1K shares0.00%2026-03-312026-04-17

Sponsored

MPA BLACKROCK MUNIYIELD PA QUALI10.0K sharesnew addition2026-03-312026-04-17

GT GOODYEAR TIRE & RUBR CO10.5K sharesnew addition2026-03-312026-04-17

OVID OVID THERAPEUTICS INC30.0K shares200.00%2026-03-312026-04-17

TE T1 ENERGY INC10.9K sharesnew addition2026-03-312026-04-17

IAUX I-80 GOLD CORP31.2K shares0.00%2026-03-312026-04-17

DIGI PWR X INC DIGI PWR X INC19.1K sharesnew addition2026-03-312026-04-17

SIDUS SPACE INC SIDUS SPACE INC10.0K sharesnew addition2026-03-312026-04-17

AMC ENTMT HLDGS INC AMC ENTMT HLDGS INC11.9K sharesnew addition2026-03-312026-04-17

Sponsored

OPTT OCEAN PWR TECHNOLOGIES INC17.0K shares0.00%2026-03-312026-04-17

SAFX XCF GLOBAL INC10.5K shares0.00%2026-03-312026-04-17

VEA

VANGUARD TAX-MANAGED FDS

3.48%

Shares533.1K

Event2026-03-31

Filed2026-04-17

VUG

VANGUARD INDEX FDS

-0.60%

Shares62.9K

Event2026-03-31

Filed2026-04-17

SPY

STATE STR SPDR S&P 500 ETF T

-1.18%

Shares41.5K

Event2026-03-31

Filed2026-04-17

VTV

VANGUARD INDEX FDS

5.95%

Shares118.6K

Event2026-03-31

Filed2026-04-17

INVESCO QQQ TR

-0.24%

Shares35.7K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

3.24%

Shares60.5K

Event2026-03-31

Filed2026-04-17

IVV

ISHARES TR

2.91%

Shares26.1K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

0.33%

Shares52.8K

Event2026-03-31

Filed2026-04-17

VWO

VANGUARD INTL EQUITY INDEX F

8.83%

Shares234.1K

Event2026-03-31

Filed2026-04-17

BNDX

VANGUARD CHARLOTTE FDS

12.74%

Shares256.8K

Event2026-03-31

Filed2026-04-17

BSV

VANGUARD BD INDEX FDS

9.37%

Shares154.8K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

-0.75%

Shares37.7K

Event2026-03-31

Filed2026-04-17

VTIP

VANGUARD MALVERN FDS

9.78%

Shares188.8K

Event2026-03-31

Filed2026-04-17

RDVY

FIRST TR EXCHANGE TRADED FD

5.43%

Shares137.6K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

7.71%

Shares31.9K

Event2026-03-31

Filed2026-04-17

BIV

VANGUARD BD INDEX FDS

13.05%

Shares88.1K

Event2026-03-31

Filed2026-04-17

VYM

VANGUARD WHITEHALL FDS

-2.21%

Shares45.9K

Event2026-03-31

Filed2026-04-17

NVDA

NVIDIA CORPORATION

2.61%

Shares37.3K

Event2026-03-31

Filed2026-04-17

BLV

VANGUARD BD INDEX FDS

26.22%

Shares89.3K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

-1.60%

Shares10.3K

Event2026-03-31

Filed2026-04-17

VMBS

VANGUARD SCOTTSDALE FDS

15.82%

Shares127.8K

Event2026-03-31

Filed2026-04-17

REZ

ISHARES TR

22.07%

Shares68.7K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

-1.73%

Shares14.7K

Event2026-03-31

Filed2026-04-17

TBIL

RBB FD INC

-10.47%

Shares105.6K

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON COM INC

2.09%

Shares18.1K

Event2026-03-31

Filed2026-04-17

XOM

EXXON MOBIL CORP

-8.67%

Shares21.7K

Event2026-03-31

Filed2026-04-17

SOUTHERN CO

-3.57%

Shares34.3K

Event2026-03-31

Filed2026-04-17

NEAR

ISHARES U S ETF TR

5.76%

Shares62.7K

Event2026-03-31

Filed2026-04-17

PYLD

PIMCO ETF TR

4.51%

Shares118.2K

Event2026-03-31

Filed2026-04-17

IUSG

ISHARES TR

18.96%

Shares19.7K

Event2026-03-31

Filed2026-04-17

DPZ

DOMINOS PIZZA INC

New

Shares8.5K

Event2026-03-31

Filed2026-04-17

GLD

SPDR GOLD TR

6.19%

Shares6.9K

Event2026-03-31

Filed2026-04-17

MASTERCARD INCORPORATED

0.02%

Shares5.5K

Event2026-03-31

Filed2026-04-17

APP

APPLOVIN CORP

2117.85%

Shares6.6K

Event2026-03-31

Filed2026-04-17

JPM

JPMORGAN CHASE & CO

14.58%

Shares8.4K

Event2026-03-31

Filed2026-04-17

IVE

ISHARES TR

-19.00%

Shares11.6K

Event2026-03-31

Filed2026-04-17

JEPI

J P MORGAN EXCHANGE TRADED F

4.42%

Shares43.1K

Event2026-03-31

Filed2026-04-17

MICRON TECHNOLOGY INC

-1.29%

Shares7.2K

Event2026-03-31

Filed2026-04-17

IUSB

ISHARES TR

3.03%

Shares51.0K

Event2026-03-31

Filed2026-04-17

IVW

ISHARES TR

3.40%

Shares20.7K

Event2026-03-31

Filed2026-04-17

CONSOLIDATED EDISON INC

1.00%

Shares20.7K

Event2026-03-31

Filed2026-04-17

IEMG

ISHARES INC

-23.16%

Shares31.9K

Event2026-03-31

Filed2026-04-17

UPS

UNITED PARCEL SVCS INC

0.03%

Shares22.1K

Event2026-03-31

Filed2026-04-17

DFIV

DIMENSIONAL ETF TRUST

3.51%

Shares41.0K

Event2026-03-31

Filed2026-04-17

DYNF

BLACKROCK ETF TRUST

-18.41%

Shares35.1K

Event2026-03-31

Filed2026-04-17

PDP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares16.8K

Event2026-03-31

Filed2026-04-17

IGSB

ISHARES TR

8.36%

Shares38.0K

Event2026-03-31

Filed2026-04-17

VGT

VANGUARD WORLD FD

9.85%

Shares2.8K

Event2026-03-31

Filed2026-04-17

IUS

INVESCO EXCH TRD SLF IDX FD

0.12%

Shares34.0K

Event2026-03-31

Filed2026-04-17

VTI

VANGUARD INDEX FDS

5.17%

Shares6.1K

Event2026-03-31

Filed2026-04-17

BROADCOM INC

-4.88%

Shares6.2K

Event2026-03-31

Filed2026-04-17

IWY

ISHARES TR

-0.72%

Shares7.7K

Event2026-03-31

Filed2026-04-17

BAC

BANK AMERICA CORP

1.08%

Shares39.2K

Event2026-03-31

Filed2026-04-17

GSY

INVESCO ACTIVELY MANAGED EXC

10.71%

Shares37.6K

Event2026-03-31

Filed2026-04-17

SSO

PROSHARES TR

-0.04%

Shares36.0K

Event2026-03-31

Filed2026-04-17

EFV

ISHARES TR

-7.40%

Shares24.7K

Event2026-03-31

Filed2026-04-17

JPST

J P MORGAN EXCHANGE TRADED F

8.29%

Shares36.0K

Event2026-03-31

Filed2026-04-17

COST

COSTCO WHOLESALE CORPORATION

2.08%

Shares1.8K

Event2026-03-31

Filed2026-04-17

VFVA

VANGUARD WELLINGTON FD

-0.41%

Shares13.3K

Event2026-03-31

Filed2026-04-17

MGK

VANGUARD WORLD FD

-1.97%

Shares4.9K

Event2026-03-31

Filed2026-04-17

META

META PLATFORMS INC

-13.60%

Shares3.1K

Event2026-03-31

Filed2026-04-17

USO

UNITED STS OIL FD LP

New

Shares13.7K

Event2026-03-31

Filed2026-04-17

IEFA

ISHARES TR

8.80%

Shares18.9K

Event2026-03-31

Filed2026-04-17

VISA INC

-0.40%

Shares5.7K

Event2026-03-31

Filed2026-04-17

TFLO

ISHARES TR

-1.86%

Shares33.6K

Event2026-03-31

Filed2026-04-17

IUSV

ISHARES TR

12.36%

Shares16.5K

Event2026-03-31

Filed2026-04-17

CHD

CHURCH & DWIGHT CO INC

0.78%

Shares18.0K

Event2026-03-31

Filed2026-04-17

VPU

VANGUARD WORLD FD

0.14%

Shares8.1K

Event2026-03-31

Filed2026-04-17

CAT

CATERPILLAR INC

1.71%

Shares2.1K

Event2026-03-31

Filed2026-04-17

LNG

CHENIERE ENERGY INC

New

Shares5.2K

Event2026-03-31

Filed2026-04-17

VIG

VANGUARD SPECIALIZED FUNDS

4.66%

Shares6.8K

Event2026-03-31

Filed2026-04-17

ITOT

ISHARES TR

0.07%

Shares10.2K

Event2026-03-31

Filed2026-04-17

BERKSHIRE HATHAWAY INC DEL

-4.20%

Shares2.9K

Event2026-03-31

Filed2026-04-17

SMH

VANECK ETF TRUST

-1.17%

Shares3.6K

Event2026-03-31

Filed2026-04-17

DIA

STATE STR SPDR DOW JONES IND

6.30%

Shares3.0K

Event2026-03-31

Filed2026-04-17

EQWL

INVESCO EXCHANGE TRADED FD T

2.12%

Shares12.0K

Event2026-03-31

Filed2026-04-17

AOA

ISHARES TR

0.05%

Shares15.5K

Event2026-03-31

Filed2026-04-17

SPMO

INVESCO EXCH TRADED FD TR II

3.79%

Shares12.0K

Event2026-03-31

Filed2026-04-17

MTUM

ISHARES TR

0.31%

Shares5.6K

Event2026-03-31

Filed2026-04-17

GLW

CORNING INC

45.74%

Shares9.6K

Event2026-03-31

Filed2026-04-17

CSX

CSX CORP

-0.15%

Shares30.9K

Event2026-03-31

Filed2026-04-17

WMT

WALMART INC

27.85%

Shares10.1K

Event2026-03-31

Filed2026-04-17

USFR

WISDOMTREE TR

0.00%

Shares24.8K

Event2026-03-31

Filed2026-04-17

IJR

ISHARES TR

-12.00%

Shares9.9K

Event2026-03-31

Filed2026-04-17

ALPS ETF TR

-0.63%

Shares22.0K

Event2026-03-31

Filed2026-04-17

EFA

ISHARES TR

-7.20%

Shares12.5K

Event2026-03-31

Filed2026-04-17

EEM

ISHARES TR

-9.36%

Shares21.2K

Event2026-03-31

Filed2026-04-17

VLO

VALERO ENERGY CORP

155.40%

Shares4.8K

Event2026-03-31

Filed2026-04-17

TBLL

INVESCO EXCH TRADED FD TR II

41.01%

Shares11.1K

Event2026-03-31

Filed2026-04-17

HOME DEPOT INC

-0.37%

Shares3.5K

Event2026-03-31

Filed2026-04-17

RTX

RTX CORPORATION

1.08%

Shares6.0K

Event2026-03-31

Filed2026-04-17

MUB

ISHARES TR

263.79%

Shares10.9K

Event2026-03-31

Filed2026-04-17

TLH

ISHARES TR

3.97%

Shares11.4K

Event2026-03-31

Filed2026-04-17

XLU

SELECT SECTOR SPDR TR

40.78%

Shares25.0K

Event2026-03-31

Filed2026-04-17

IBM

INTERNATIONAL BUSINESS MACHS

-5.54%

Shares4.7K

Event2026-03-31

Filed2026-04-17

EFG

ISHARES TR

New

Shares10.2K

Event2026-03-31

Filed2026-04-17

GLDM

WORLD GOLD TR

0.23%

Shares12.0K

Event2026-03-31

Filed2026-04-17

PROCTER & GAMBLE CO

2.43%

Shares7.6K

Event2026-03-31

Filed2026-04-17

AT&T INC

2.37%

Shares37.3K

Event2026-03-31

Filed2026-04-17

SLV

ISHARES SILVER TR

1.58%

Shares15.9K

Event2026-03-31

Filed2026-04-17

JNJ

JOHNSON & JOHNSON

4.68%

Shares4.4K

Event2026-03-31

Filed2026-04-17

INVESCO EXCHANGE TRADED FD T

0.04%

Shares22.4K

Event2026-03-31

Filed2026-04-17

AEP

AMERICAN ELEC PWR CO INC

4.51%

Shares8.1K

Event2026-03-31

Filed2026-04-17

QUAL

ISHARES TR

0.66%

Shares5.5K

Event2026-03-31

Filed2026-04-17

VIGI

VANGUARD WHITEHALL FDS

6.19%

Shares11.8K

Event2026-03-31

Filed2026-04-17

KMB

KIMBERLY-CLARK CORP

2.14%

Shares10.8K

Event2026-03-31

Filed2026-04-17

ALL

ALLSTATE CORP

0.78%

Shares5.0K

Event2026-03-31

Filed2026-04-17

AOM

ISHARES TR

-1.09%

Shares21.9K

Event2026-03-31

Filed2026-04-17

TSLA

TESLA INC

8.24%

Shares2.7K

Event2026-03-31

Filed2026-04-17

COCA COLA CO

-7.55%

Shares13.3K

Event2026-03-31

Filed2026-04-17

GEV

GE VERNOVA INC

-19.33%

Shares1.2K

Event2026-03-31

Filed2026-04-17

AGG

ISHARES TR

41.78%

Shares10.1K

Event2026-03-31

Filed2026-04-17

VSMV

VICTORY PORTFOLIOS II

-1.11%

Shares17.5K

Event2026-03-31

Filed2026-04-17

MDY

STATE STR SPDR S&P MIDCAP 40

-0.31%

Shares1.6K

Event2026-03-31

Filed2026-04-17

SPYG

SPDR SERIES TRUST

0.00%

Shares10.1K

Event2026-03-31

Filed2026-04-17

BAI

BLACKROCK ETF TRUST

3.79%

Shares29.9K

Event2026-03-31

Filed2026-04-17

THRO

BLACKROCK ETF TRUST

3.52%

Shares26.2K

Event2026-03-31

Filed2026-04-17

TIP

ISHARES TR

-8.90%

Shares8.5K

Event2026-03-31

Filed2026-04-17

OEF

ISHARES TR

-65.37%

Shares2.9K

Event2026-03-31

Filed2026-04-17

NEE

NEXTERA ENERGY INC

1.92%

Shares10.0K

Event2026-03-31

Filed2026-04-17

SHV

ISHARES TR

27.74%

Shares8.4K

Event2026-03-31

Filed2026-04-17

ISHARES GOLD TR

-43.26%

Shares10.4K

Event2026-03-31

Filed2026-04-17

USDU

WISDOMTREE TR

4.14%

Shares34.8K

Event2026-03-31

Filed2026-04-17

ABBV

ABBVIE INC

7.26%

Shares4.2K

Event2026-03-31

Filed2026-04-17

JHMM

JOHN HANCOCK EXCHANGE TRADED

-0.54%

Shares13.5K

Event2026-03-31

Filed2026-04-17

HGLB

HIGHLAND GLOBAL ALLOCATION F

-7.29%

Shares111.6K

Event2026-03-31

Filed2026-04-17

DOMINION ENERGY INC

0.65%

Shares14.3K

Event2026-03-31

Filed2026-04-17

BND

VANGUARD BD INDEX FDS

-4.76%

Shares12.0K

Event2026-03-31

Filed2026-04-17

VCSH

VANGUARD SCOTTSDALE FDS

-8.76%

Shares11.0K

Event2026-03-31

Filed2026-04-17

IWF

ISHARES TR

2.05%

Shares2.0K

Event2026-03-31

Filed2026-04-17

LLY

ELI LILLY & CO

17.13%

Shares937

Event2026-03-31

Filed2026-04-17

AOK

ISHARES TR

-25.65%

Shares21.1K

Event2026-03-31

Filed2026-04-17

VONG

VANGUARD SCOTTSDALE FDS

2.32%

Shares7.6K

Event2026-03-31

Filed2026-04-17

BMY

BRISTOL-MYERS SQUIBB CO

5.24%

Shares13.5K

Event2026-03-31

Filed2026-04-17

IJH

ISHARES TR

-12.72%

Shares12.1K

Event2026-03-31

Filed2026-04-17

PEG

PUBLIC SVC ENTERPRISE GROUP

-0.16%

Shares10.0K

Event2026-03-31

Filed2026-04-17

MORGAN STANLEY

0.91%

Shares4.9K

Event2026-03-31

Filed2026-04-17

GIS

GENERAL MILLS INC

3.22%

Shares21.6K

Event2026-03-31

Filed2026-04-17

VHT

VANGUARD WORLD FD

-0.10%

Shares2.9K

Event2026-03-31

Filed2026-04-17

XLK

SELECT SECTOR SPDR TR

2.87%

Shares6.0K

Event2026-03-31

Filed2026-04-17

XLE

SELECT SECTOR SPDR TR

-11.86%

Shares12.9K

Event2026-03-31

Filed2026-04-17

IGOV

ISHARES TR

22.14%

Shares18.9K

Event2026-03-31

Filed2026-04-17

IDEF

BLACKROCK ETF TRUST

New

Shares23.7K

Event2026-03-31

Filed2026-04-17

ICSH

ISHARES TR

New

Shares15.2K

Event2026-03-31

Filed2026-04-17

TRANE TECHNOLOGIES PLC

-1.24%

Shares1.8K

Event2026-03-31

Filed2026-04-17

IBB

ISHARES TR

-2.10%

Shares4.5K

Event2026-03-31

Filed2026-04-17

VXUS

VANGUARD STAR FDS

25.64%

Shares9.9K

Event2026-03-31

Filed2026-04-17

CSCO

CISCO SYS INC

-6.38%

Shares9.8K

Event2026-03-31

Filed2026-04-17

SCHG

SCHWAB STRATEGIC TR

-12.08%

Shares26.0K

Event2026-03-31

Filed2026-04-17

SDCI

USCF ETF TR

0.34%

Shares27.6K

Event2026-03-31

Filed2026-04-17

MCD

MCDONALDS CORP

6.23%

Shares2.4K

Event2026-03-31

Filed2026-04-17

AOR

ISHARES TR

-39.65%

Shares11.7K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

-14.89%

Shares2.6K

Event2026-03-31

Filed2026-04-17

ORCL

ORACLE CORP

40.59%

Shares5.0K

Event2026-03-31

Filed2026-04-17

AXP

AMERICAN EXPRESS CO

16.61%

Shares2.4K

Event2026-03-31

Filed2026-04-17

BKLN

INVESCO EXCH TRADED FD TR II

New

Shares35.6K

Event2026-03-31

Filed2026-04-17

ASML

ASML HLDG NV

-1.45%

Shares544

Event2026-03-31

Filed2026-04-17

BLCR

BLACKROCK ETF TRUST

New

Shares17.3K

Event2026-03-31

Filed2026-04-17

GE AEROSPACE

1.38%

Shares2.5K

Event2026-03-31

Filed2026-04-17

CMC

COMMERCIAL METALS CO

0.00%

Shares11.5K

Event2026-03-31

Filed2026-04-17

AMD

ADVANCED MICRO DEVICES INC

9.46%

Shares3.4K

Event2026-03-31

Filed2026-04-17

SCHF

SCHWAB STRATEGIC TR

7.06%

Shares27.9K

Event2026-03-31

Filed2026-04-17

VYMI

VANGUARD WHITEHALL FDS

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-17

ADI

ANALOG DEVICES INC

0.14%

Shares2.1K

Event2026-03-31

Filed2026-04-17

VERIZON COMMUNICATIONS INC

9.40%

Shares13.1K

Event2026-03-31

Filed2026-04-17

IBIT

ISHARES BITCOIN TRUST ETF

-12.88%

Shares17.0K

Event2026-03-31

Filed2026-04-17

NFLX

NETFLIX INC.

8.28%

Shares6.8K

Event2026-03-31

Filed2026-04-17

USMV

ISHARES TR

-3.54%

Shares6.9K

Event2026-03-31

Filed2026-04-17

HDV

ISHARES TR

-10.83%

Shares4.7K

Event2026-03-31

Filed2026-04-17

PEP

PEPSICO INC

1.94%

Shares4.1K

Event2026-03-31

Filed2026-04-17

SCHA

SCHWAB STRATEGIC TR

5.22%

Shares21.7K

Event2026-03-31

Filed2026-04-17

AMGN

AMGEN INC

2.54%

Shares1.8K

Event2026-03-31

Filed2026-04-17

EPD

ENTERPRISE PRODS PARTNERS L

0.35%

Shares16.4K

Event2026-03-31

Filed2026-04-17

DEERE & CO

0.46%

Shares1.1K

Event2026-03-31

Filed2026-04-17

CVX

CHEVRON CORPORATION

2.97%

Shares2.9K

Event2026-03-31

Filed2026-04-17

LOW

LOWES COS INC

4.88%

Shares2.5K

Event2026-03-31

Filed2026-04-17

UNH

UNITEDHEALTH GROUP INC

-5.05%

Shares2.2K

Event2026-03-31

Filed2026-04-17

DFEB

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares12.5K

Event2026-03-31

Filed2026-04-17

FFEB

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares10.6K

Event2026-03-31

Filed2026-04-17

IYY

ISHARES TR

-0.90%

Shares3.7K

Event2026-03-31

Filed2026-04-17

SPYM

SPDR SERIES TRUST

0.42%

Shares7.7K

Event2026-03-31

Filed2026-04-17

IWM

ISHARES TR

-43.35%

Shares2.3K

Event2026-03-31

Filed2026-04-17

ETFS GOLD TR

-4.68%

Shares13.0K

Event2026-03-31

Filed2026-04-17

MERCK & CO INC

2.98%

Shares4.8K

Event2026-03-31

Filed2026-04-17

IWD

ISHARES TR

1.98%

Shares2.7K

Event2026-03-31

Filed2026-04-17

KORU

DIREXION SHARES ETF TRUST

-50.71%

Shares2.0K

Event2026-03-31

Filed2026-04-17

QCOM

QUALCOMM INC

1.41%

Shares4.4K

Event2026-03-31

Filed2026-04-17

UITB

VICTORY PORTFOLIOS II

1.71%

Shares12.0K

Event2026-03-31

Filed2026-04-17

VTEB

VANGUARD MUN BD FDS

6.99%

Shares11.2K

Event2026-03-31

Filed2026-04-17

SPYD

SPDR SERIES TRUST

18.08%

Shares12.2K

Event2026-03-31

Filed2026-04-17

MBB

ISHARES TR

-17.55%

Shares5.8K

Event2026-03-31

Filed2026-04-17

VCIT

VANGUARD SCOTTSDALE FDS

-14.04%

Shares6.6K

Event2026-03-31

Filed2026-04-17

PHILIP MORRIS INTL INC

8.90%

Shares3.3K

Event2026-03-31

Filed2026-04-17

SCHB

SCHWAB STRATEGIC TR

0.06%

Shares21.5K

Event2026-03-31

Filed2026-04-17

NVDL

GRANITESHARES ETF TR

0.00%

Shares7.4K

Event2026-03-31

Filed2026-04-17

IAGG

ISHARES TR

5.25%

Shares10.8K

Event2026-03-31

Filed2026-04-17

SPSM

SPDR SERIES TRUST

0.14%

Shares11.1K

Event2026-03-31

Filed2026-04-17

VIOO

VANGUARD ADMIRAL FDS INC

-7.48%

Shares4.7K

Event2026-03-31

Filed2026-04-17

INTC

INTEL CORP

2.05%

Shares12.0K

Event2026-03-31

Filed2026-04-17

TOL

TOLL BROTHERS INC

-0.50%

Shares3.8K

Event2026-03-31

Filed2026-04-17

VONE

VANGUARD SCOTTSDALE FDS

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-17

AMAT

APPLIED MATLS INC

3.15%

Shares1.5K

Event2026-03-31

Filed2026-04-17

IBMP

ISHARES TR

New

Shares19.7K

Event2026-03-31

Filed2026-04-17

IBMO

ISHARES TR

New

Shares19.5K

Event2026-03-31

Filed2026-04-17

IBMQ

ISHARES TR

New

Shares19.6K

Event2026-03-31

Filed2026-04-17

SEAGATE TECHNOLOGY HLDNGS PL

19.66%

Shares1.3K

Event2026-03-31

Filed2026-04-17

IBMR

ISHARES TR

New

Shares19.7K

Event2026-03-31

Filed2026-04-17

CMI

CUMMINS INC

0.65%

Shares925

Event2026-03-31

Filed2026-04-17

SHYM

BLACKROCK ETF TRUST II

New

Shares22.5K

Event2026-03-31

Filed2026-04-17

DTE

DTE ENERGY CO

-0.03%

Shares3.4K

Event2026-03-31

Filed2026-04-17

GOVT

ISHARES TR

New

Shares21.4K

Event2026-03-31

Filed2026-04-17

PLTR

PALANTIR TECHNOLOGIES INC

-46.16%

Shares3.3K

Event2026-03-31

Filed2026-04-17

SCHD

SCHWAB STRATEGIC TR

-0.90%

Shares15.9K

Event2026-03-31

Filed2026-04-17

DFUV

DIMENSIONAL ETF TRUST

-0.85%

Shares9.9K

Event2026-03-31

Filed2026-04-17

BALT

INNOVATOR ETFS TRUST

17.20%

Shares14.2K

Event2026-03-31

Filed2026-04-17

BLACKROCK INC

0.61%

Shares494

Event2026-03-31

Filed2026-04-17

HUBBELL INC

0.42%

Shares960

Event2026-03-31

Filed2026-04-17

MINT

PIMCO ETF TR

18.11%

Shares4.7K

Event2026-03-31

Filed2026-04-17

VOT

VANGUARD INDEX FDS

-0.22%

Shares1.8K

Event2026-03-31

Filed2026-04-17

BLOOM ENERGY CORP

46.27%

Shares3.4K

Event2026-03-31

Filed2026-04-17

SCHV

SCHWAB STRATEGIC TR

-10.36%

Shares15.0K

Event2026-03-31

Filed2026-04-17

GOLDMAN SACHS GROUP INC

-1.47%

Shares537

Event2026-03-31

Filed2026-04-17

ESGU

ISHARES TR

-2.61%

Shares3.2K

Event2026-03-31

Filed2026-04-17

BLACKSTONE INC

2.28%

Shares3.9K

Event2026-03-31

Filed2026-04-17

DIS

DISNEY WALT CO

2.02%

Shares4.7K

Event2026-03-31

Filed2026-04-17

DGRO

ISHARES TR

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-17

GENERAL MTRS CO

20.97%

Shares5.8K

Event2026-03-31

Filed2026-04-17

NOBL

PROSHARES TR

-2.83%

Shares4.1K

Event2026-03-31

Filed2026-04-17

TXN

TEXAS INSTRS INC

1.23%

Shares2.2K

Event2026-03-31

Filed2026-04-17

PEY

INVESCO EXCHANGE TRADED FD T

2.67%

Shares20.2K

Event2026-03-31

Filed2026-04-17

CON

CONCENTRA GROUP HOLDINGS PAR

-1.40%

Shares20.0K

Event2026-03-31

Filed2026-04-17

CBU

COMMUNITY FINANCIAL SYSTEM I

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-17

SUB

ISHARES TR

47.50%

Shares4.0K

Event2026-03-31

Filed2026-04-17

CITIGROUP INC

8.43%

Shares3.7K

Event2026-03-31

Filed2026-04-17

PFE

PFIZER INC

2.10%

Shares14.8K

Event2026-03-31

Filed2026-04-17

REALTY INCOME CORP

0.92%

Shares6.8K

Event2026-03-31

Filed2026-04-17

SEM

SELECT MED HLDGS CORP

-0.11%

Shares25.2K

Event2026-03-31

Filed2026-04-17

LAM RESEARCH CORP

4.67%

Shares1.9K

Event2026-03-31

Filed2026-04-17

SPGP

INVESCO EXCHANGE TRADED FD T

-7.82%

Shares3.7K

Event2026-03-31

Filed2026-04-17

HYATT HOTELS CORP

0.32%

Shares2.8K

Event2026-03-31

Filed2026-04-17

DUKE ENERGY CORP NEW

2.83%

Shares3.1K

Event2026-03-31

Filed2026-04-17

WDC

WESTERN DIGITAL CORP

-31.84%

Shares1.5K

Event2026-03-31

Filed2026-04-17

CWT

CALIFORNIA WTR SVC GROUP

-0.14%

Shares8.8K

Event2026-03-31

Filed2026-04-17

XLV

SELECT SECTOR SPDR TR

29.40%

Shares2.7K

Event2026-03-31

Filed2026-04-17

IXUS

ISHARES TR

-5.22%

Shares4.5K

Event2026-03-31

Filed2026-04-17

FNDX

SCHWAB STRATEGIC TR

7.19%

Shares13.9K

Event2026-03-31

Filed2026-04-17

ALTRIA GROUP INC

4.86%

Shares5.8K

Event2026-03-31

Filed2026-04-17

OHI

OMEGA HEALTHCARE INVS INC

4.17%

Shares8.7K

Event2026-03-31

Filed2026-04-17

RNG

RINGCENTRAL INC

4.19%

Shares10.2K

Event2026-03-31

Filed2026-04-17

FORD MTR CO

-0.41%

Shares32.7K

Event2026-03-31

Filed2026-04-17

MP MATERIALS CORP

-25.05%

Shares7.7K

Event2026-03-31

Filed2026-04-17

GHYB

GOLDMAN SACHS ETF TR

0.12%

Shares8.2K

Event2026-03-31

Filed2026-04-17

DSI

ISHARES TR

-3.91%

Shares3.0K

Event2026-03-31

Filed2026-04-17

NOC

NORTHROP GRUMMAN CORP

9.59%

Shares537

Event2026-03-31

Filed2026-04-17

ASTS

AST SPACEMOBILE INC

52.52%

Shares4.4K

Event2026-03-31

Filed2026-04-17

ARKK

ARK ETF TR

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-17

COLGATE PALMOLIVE CO

1.09%

Shares4.2K

Event2026-03-31

Filed2026-04-17

IEF

ISHARES TR

11.16%

Shares3.7K

Event2026-03-31

Filed2026-04-17

KROGER CO

5.42%

Shares4.9K

Event2026-03-31

Filed2026-04-17

DGS

WISDOMTREE TR

-40.71%

Shares5.8K

Event2026-03-31

Filed2026-04-17

MPC

MARATHON PETE CORP

1.61%

Shares1.4K

Event2026-03-31

Filed2026-04-17

SHY

ISHARES TR

0.52%

Shares4.1K

Event2026-03-31

Filed2026-04-17

DFE

WISDOMTREE TR

-22.17%

Shares4.7K

Event2026-03-31

Filed2026-04-17

SPMD

SPDR SERIES TRUST

-2.31%

Shares5.7K

Event2026-03-31

Filed2026-04-17

HON

HONEYWELL INTL INC

-14.90%

Shares1.5K

Event2026-03-31

Filed2026-04-17

FDLO

FIDELITY COVINGTON TRUST

0.43%

Shares5.1K

Event2026-03-31

Filed2026-04-17

IRM

IRON MTN INC DEL

0.88%

Shares3.2K

Event2026-03-31

Filed2026-04-17

COP

CONOCOPHILLIPS

13.42%

Shares2.5K

Event2026-03-31

Filed2026-04-17

MOAT

VANECK ETF TRUST

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-17

TQQQ

PROSHARES TR

7.59%

Shares7.8K

Event2026-03-31

Filed2026-04-17

VNQ

VANGUARD INDEX FDS

-19.20%

Shares3.6K

Event2026-03-31

Filed2026-04-17

NSC

NORFOLK SOUTHN CORP

3.26%

Shares1.1K

Event2026-03-31

Filed2026-04-17

IFRA

ISHARES TR

-2.23%

Shares5.5K

Event2026-03-31

Filed2026-04-17

LCTU

BLACKROCK ETF TRUST

-5.50%

Shares4.4K

Event2026-03-31

Filed2026-04-17

KKR & CO INC

-0.15%

Shares3.3K

Event2026-03-31

Filed2026-04-17

BOEING CO

8.09%

Shares1.5K

Event2026-03-31

Filed2026-04-17

VGM

INVESCO TR INVT GRADE MUNS

0.54%

Shares30.9K

Event2026-03-31

Filed2026-04-17

XLF

SELECT SECTOR SPDR TR

59.52%

Shares6.1K

Event2026-03-31

Filed2026-04-17

EATON CORP PLC

-13.10%

Shares836

Event2026-03-31

Filed2026-04-17

WMB

WILLIAMS COS INC

1.72%

Shares4.1K

Event2026-03-31

Filed2026-04-17

TRV

TRAVELERS COMPANIES INC

1.93%

Shares1.0K

Event2026-03-31

Filed2026-04-17

PTLC

PACER FDS TR

-3.29%

Shares5.6K

Event2026-03-31

Filed2026-04-17

SGDM

SPROTT ETF TRUST

-73.71%

Shares3.9K

Event2026-03-31

Filed2026-04-17

ENERGY TRANSFER L P

-4.03%

Shares15.1K

Event2026-03-31

Filed2026-04-17

OTIS

OTIS WORLDWIDE CORP

-1.07%

Shares3.8K

Event2026-03-31

Filed2026-04-17

PSX

PHILLIPS 66

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-17

HRL

HORMEL FOODS CORP

-0.93%

Shares12.7K

Event2026-03-31

Filed2026-04-17

PLTM

GRANITESHARES PLATINUM TR

-25.35%

Shares15.1K

Event2026-03-31

Filed2026-04-17

VSS

VANGUARD INTL EQUITY INDEX F

New

Shares2.0K

Event2026-03-31

Filed2026-04-17

MDLZ

MONDELEZ INTL INC

-18.77%

Shares4.9K

Event2026-03-31

Filed2026-04-17

ARISTA NETWORKS INC

-40.95%

Shares2.3K

Event2026-03-31

Filed2026-04-17

TSM

TAIWAN SEMICONDUCTOR MANUFAC

3.66%

Shares822

Event2026-03-31

Filed2026-04-17

JAAA

JANUS DETROIT STR TR

New

Shares5.5K

Event2026-03-31

Filed2026-04-17

UBER

UBER TECHNOLOGIES INC

-2.45%

Shares3.8K

Event2026-03-31

Filed2026-04-17

PSA

PUBLIC STORAGE OPER CO

1.42%

Shares998

Event2026-03-31

Filed2026-04-17

JXN

JACKSON FINANCIAL INC

14.66%

Shares2.5K

Event2026-03-31

Filed2026-04-17

VGIT

VANGUARD SCOTTSDALE FDS

New

Shares4.4K

Event2026-03-31

Filed2026-04-17

PJAN

INNOVATOR ETFS TRUST

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-17

MKC

MCCORMICK & CO INC

12.15%

Shares5.2K

Event2026-03-31

Filed2026-04-17

ICVT

ISHARES TR

0.43%

Shares2.6K

Event2026-03-31

Filed2026-04-17

GOLF

ACUSHNET HLDGS CORP

0.18%

Shares2.8K

Event2026-03-31

Filed2026-04-17

PEO

ADAM NAT RES FD INC

New

Shares9.2K

Event2026-03-31

Filed2026-04-17

IDCC

INTERDIGITAL INC

-25.38%

Shares838

Event2026-03-31

Filed2026-04-17

HWM

HOWMET AEROSPACE INC

0.09%

Shares1.1K

Event2026-03-31

Filed2026-04-17

OKE

ONEOK INC NEW

-0.36%

Shares2.8K

Event2026-03-31

Filed2026-04-17

TGT

TARGET CORP

New

Shares2.1K

Event2026-03-31

Filed2026-04-17

DNP

DNP SELECT INCOME FD INC

-3.67%

Shares23.6K

Event2026-03-31

Filed2026-04-17

WFC

WELLS FARGO & CO

1.90%

Shares3.1K

Event2026-03-31

Filed2026-04-17

NOW

SERVICENOW INC

23.60%

Shares2.3K

Event2026-03-31

Filed2026-04-17

XLC

SELECT SECTOR SPDR TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-17

XLI

SELECT SECTOR SPDR TR

New

Shares1.5K

Event2026-03-31

Filed2026-04-17

CELESTICA INC

19.37%

Shares832

Event2026-03-31

Filed2026-04-17

NJR

NEW JERSEY RES CORP

-11.37%

Shares4.3K

Event2026-03-31

Filed2026-04-17

IDXX

IDEXX LABS INC

1.23%

Shares413

Event2026-03-31

Filed2026-04-17

IDEV

ISHARES TR

2.45%

Shares2.8K

Event2026-03-31

Filed2026-04-17

CTVA

CORTEVA INC

New

Shares2.7K

Event2026-03-31

Filed2026-04-17

RSPT

INVESCO EXCHANGE TRADED FD T

0.02%

Shares5.0K

Event2026-03-31

Filed2026-04-17

USXF

ISHARES TR

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-17

LMT

LOCKHEED MARTIN CORP

New

Shares363

Event2026-03-31

Filed2026-04-17

CMS

CMS ENERGY CORP

New

Shares2.8K

Event2026-03-31

Filed2026-04-17

XLY

SELECT SECTOR SPDR TR

-35.07%

Shares2.0K

Event2026-03-31

Filed2026-04-17

THG

HANOVER INS GROUP INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-17

KBE

SPDR SERIES TRUST

-1.11%

Shares3.6K

Event2026-03-31

Filed2026-04-17

HYG

ISHARES TR

-14.82%

Shares2.7K

Event2026-03-31

Filed2026-04-17

CARR

CARRIER GLOBAL CORPORATION

-3.41%

Shares3.8K

Event2026-03-31

Filed2026-04-17

SCHX

SCHWAB STRATEGIC TR

New

Shares8.3K

Event2026-03-31

Filed2026-04-17

BP PLC

New

Shares4.5K

Event2026-03-31

Filed2026-04-17

ROCKET LAB CORP

3.91%

Shares3.3K

Event2026-03-31

Filed2026-04-17

SRE

SEMPRA

New

Shares2.2K

Event2026-03-31

Filed2026-04-17

INVESCO EXCH TRADED FD TR II

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-17

LINDE PLC

New

Shares428

Event2026-03-31

Filed2026-04-17

FSK

FS KKR CAP CORP

0.00%

Shares20.8K

Event2026-03-31

Filed2026-04-17

IJK

ISHARES TR

New

Shares2.1K

Event2026-03-31

Filed2026-04-17

FDX

FEDEX CORP

New

Shares590

Event2026-03-31

Filed2026-04-17

PBR

PETROLEO BRASILEIRO S A

-5.70%

Shares10.0K

Event2026-03-31

Filed2026-04-17

DTM

DT MIDSTREAM INC

New

Shares1.5K

Event2026-03-31

Filed2026-04-17

DIVO

AMPLIFY ETF TR

New

Shares4.6K

Event2026-03-31

Filed2026-04-17

WASTE MGMT INC DEL

-6.61%

Shares890

Event2026-03-31

Filed2026-04-17

INVESCO EXCH TRADED FD TR II

New

Shares2.8K

Event2026-03-31

Filed2026-04-17

AGQ

PROSHARES TR II

New

Shares1.7K

Event2026-03-31

Filed2026-04-17

WPC

WP CAREY INC

-6.93%

Shares3.0K

Event2026-03-31

Filed2026-04-17

NEA

NUVEEN AMT FREE QLTY MUN INC

9.08%

Shares18.1K

Event2026-03-31

Filed2026-04-17

TLT

ISHARES TR

0.30%

Shares2.3K

Event2026-03-31

Filed2026-04-17

VBR

VANGUARD INDEX FDS

New

Shares923

Event2026-03-31

Filed2026-04-17

PUTNAM ETF TRUST

0.00%

Shares25.4K

Event2026-03-31

Filed2026-04-17

PCT

PURECYCLE TECHNOLOGIES INC

25.82%

Shares34.6K

Event2026-03-31

Filed2026-04-17

BITO

PROSHARES TR

New

Shares17.2K

Event2026-03-31

Filed2026-04-17

HTGC

HERCULES CAPITAL INC

New

Shares10.8K

Event2026-03-31

Filed2026-04-17

MMU

WESTERN ASSET MANAGED MUNS F

-27.54%

Shares15.4K

Event2026-03-31

Filed2026-04-17

KBDC

KAYNE ANDERSON BDC INC

New

Shares11.3K

Event2026-03-31

Filed2026-04-17

NXDT

NEXPOINT DIVERSIFIED REL ET

29.92%

Shares30.5K

Event2026-03-31

Filed2026-04-17

MFIC

MIDCAP FINANCIAL INVSTMNT CO

0.00%

Shares11.1K

Event2026-03-31

Filed2026-04-17

MPA

BLACKROCK MUNIYIELD PA QUALI

New

Shares10.0K

Event2026-03-31

Filed2026-04-17

GOODYEAR TIRE & RUBR CO

New

Shares10.5K

Event2026-03-31

Filed2026-04-17

OVID

OVID THERAPEUTICS INC

200.00%

Shares30.0K

Event2026-03-31

Filed2026-04-17

T1 ENERGY INC

New

Shares10.9K

Event2026-03-31

Filed2026-04-17

IAUX

I-80 GOLD CORP

0.00%

Shares31.2K

Event2026-03-31

Filed2026-04-17

DIGI PWR X INC

New

Shares19.1K

Event2026-03-31

Filed2026-04-17

SIDUS SPACE INC

New

Shares10.0K

Event2026-03-31

Filed2026-04-17

AMC ENTMT HLDGS INC

New

Shares11.9K

Event2026-03-31

Filed2026-04-17

OPTT

OCEAN PWR TECHNOLOGIES INC

0.00%

Shares17.0K

Event2026-03-31

Filed2026-04-17

SAFX

XCF GLOBAL INC

0.00%

Shares10.5K

Event2026-03-31

Filed2026-04-17

Call Option Holdings

STATE STR SPDR S&P 500 ETF T Call CallSTATE STR SPDR S&P 500 ETF T22.4K shares0.90%2026-03-312026-04-17

STATE STR SPDR S&P 500 ETF T Call

STATE STR SPDR S&P 500 ETF T

0.90%

Shares22.4K

Event2026-03-31

Filed2026-04-17

Put Option Holdings

ALPHABET INC Put PutALPHABET INC22.7K shares-74.60%2026-03-312026-04-17

ALPHABET INC Put PutALPHABET INC20.2K shares0.00%2026-03-312026-04-17

ALPHABET INC Put

ALPHABET INC

-74.60%

Shares22.7K

Event2026-03-31

Filed2026-04-17

ALPHABET INC Put

ALPHABET INC

0.00%

Shares20.2K

Event2026-03-31

Filed2026-04-17