The Analysis of Steward Partners Investment Advisory, LLC's Holdings & P&L


Currently, Steward Partners Investment Advisory, LLC holds 4416 types of securities in its portfolio with a total value $19.6B. In the most recent quarter, they have increased their positions in NVDA (+839.5K shares, valued at $146.4M), IEMG (+1.2M shares, valued at $85.4M), MSFT (+164.7K shares, valued at $60.9M); decreased their positions in SHY (-399.7K shares, valued at $33.0M), NBIS (-270.4K shares, valued at $28.1M), N/A (-41.4K shares, valued at $24.7M); initiated new positions in N/A (+308.0K shares, valued at $14.4M), CORO (+322.9K shares, valued at $10.4M), FXF (+69.1K shares, valued at $7.6M).


1M P&L
+16.7M+0.09%
3M P&L
-690.4M-3.52%
HY P&L
+200.6M+1.07%

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/A9.1B
52.4%
2Semiconductors876.9M
5.0%
3Software - Infrastructure652.2M
3.7%

Top Industries by Stock Count

1N/A1913 stocks
47.4%
2Biotechnology139 stocks
3.4%
3Banks - Regional89 stocks
2.2%
Stock Holdings
NVDA
NVIDIA CORPORATION
28.32%
Shares3.8M
Event2026-03-31
Filed2026-05-08
AAPL
APPLE INC
10.28%
Shares2.5M
Event2026-03-31
Filed2026-05-08
IVV
ISHARES TR
12.90%
Shares702.9K
Event2026-03-31
Filed2026-05-08
ALPHABET INC
ALPHABET INC
10.13%
Shares1.6M
Event2026-03-31
Filed2026-05-08
AMZN
AMAZON COM INC
12.70%
Shares2.0M
Event2026-03-31
Filed2026-05-08
MSFT
MICROSOFT CORP
18.24%
Shares1.1M
Event2026-03-31
Filed2026-05-08
META
META PLATFORMS INC
3.29%
Shares672.6K
Event2026-03-31
Filed2026-05-08
AGG
ISHARES TR
-5.79%
Shares3.8M
Event2026-03-31
Filed2026-05-08
IEMG
ISHARES INC
37.27%
Shares4.5M
Event2026-03-31
Filed2026-05-08
JPM
JPMORGAN CHASE & CO
7.19%
Shares997.0K
Event2026-03-31
Filed2026-05-08
GLD
SPDR GOLD TR
5.82%
Shares625.3K
Event2026-03-31
Filed2026-05-08
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-8.46%
Shares447.8K
Event2026-03-31
Filed2026-05-08
IEFA
ISHARES TR
2.12%
Shares2.9M
Event2026-03-31
Filed2026-05-08
BROADCOM INC
BROADCOM INC
30.59%
Shares729.5K
Event2026-03-31
Filed2026-05-08
SPY
STATE STR SPDR S&P 500 ETF T
-6.21%
Shares330.3K
Event2026-03-31
Filed2026-05-08
IJH
ISHARES TR
-0.89%
Shares3.1M
Event2026-03-31
Filed2026-05-08
IJR
ISHARES TR
1.00%
Shares1.6M
Event2026-03-31
Filed2026-05-08
INVESCO QQQ TR
INVESCO QQQ TR
6.96%
Shares341.4K
Event2026-03-31
Filed2026-05-08
ALPHABET INC
ALPHABET INC
11.60%
Shares598.0K
Event2026-03-31
Filed2026-05-08
V
VISA INC
16.54%
Shares533.2K
Event2026-03-31
Filed2026-05-08
COST
COSTCO WHOLESALE CORPORATION
15.72%
Shares161.1K
Event2026-03-31
Filed2026-05-08
IVW
ISHARES TR
1.59%
Shares1.4M
Event2026-03-31
Filed2026-05-08
JNJ
JOHNSON & JOHNSON
15.75%
Shares629.2K
Event2026-03-31
Filed2026-05-08
IWF
ISHARES TR
3.11%
Shares324.3K
Event2026-03-31
Filed2026-05-08
WMT
WALMART INC
16.56%
Shares1.1M
Event2026-03-31
Filed2026-05-08
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
4.71%
Shares284.7K
Event2026-03-31
Filed2026-05-08
CVX
CHEVRON CORPORATION
4.57%
Shares517.1K
Event2026-03-31
Filed2026-05-08
VIG
VANGUARD SPECIALIZED FUNDS
4.50%
Shares492.7K
Event2026-03-31
Filed2026-05-08
PJAN
INNOVATOR ETFS TRUST
39.75%
Shares2.3M
Event2026-03-31
Filed2026-05-08
SYK
STRYKER CORPORATION
30.02%
Shares316.2K
Event2026-03-31
Filed2026-05-08
VUG
VANGUARD INDEX FDS
3.06%
Shares234.3K
Event2026-03-31
Filed2026-05-08
DGRW
WISDOMTREE TR
5.95%
Shares1.1M
Event2026-03-31
Filed2026-05-08
XOM
EXXON MOBIL CORP
6.65%
Shares575.5K
Event2026-03-31
Filed2026-05-08
IGM
ISHARES TR
3.46%
Shares811.6K
Event2026-03-31
Filed2026-05-08
ABBV
ABBVIE INC
7.86%
Shares436.9K
Event2026-03-31
Filed2026-05-08
XLE
SELECT SECTOR SPDR TR
34.43%
Shares1.5M
Event2026-03-31
Filed2026-05-08
SHY
ISHARES TR
-27.14%
Shares1.1M
Event2026-03-31
Filed2026-05-08
MCD
MCDONALDS CORP
17.01%
Shares283.5K
Event2026-03-31
Filed2026-05-08
LLY
ELI LILLY & CO
16.57%
Shares91.9K
Event2026-03-31
Filed2026-05-08
HD
HOME DEPOT INC
14.88%
Shares256.0K
Event2026-03-31
Filed2026-05-08
VTV
VANGUARD INDEX FDS
3.00%
Shares428.8K
Event2026-03-31
Filed2026-05-08
FLQL
FRANKLIN TEMPLETON ETF TR
5.32%
Shares1.2M
Event2026-03-31
Filed2026-05-08
UBER
UBER TECHNOLOGIES INC
5.79%
Shares1.2M
Event2026-03-31
Filed2026-05-08
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
74.46%
Shares429.0K
Event2026-03-31
Filed2026-05-08
IWD
ISHARES TR
22.84%
Shares380.7K
Event2026-03-31
Filed2026-05-08
TSLA
TESLA INC
12.69%
Shares216.8K
Event2026-03-31
Filed2026-05-08
VYM
VANGUARD WHITEHALL FDS
7.59%
Shares516.7K
Event2026-03-31
Filed2026-05-08
VZ
VERIZON COMMUNICATIONS INC
2.36%
Shares1.5M
Event2026-03-31
Filed2026-05-08
SGOV
ISHARES TR
74.71%
Shares729.2K
Event2026-03-31
Filed2026-05-08
EMB
ISHARES TR
-3.45%
Shares774.6K
Event2026-03-31
Filed2026-05-08
VTI
VANGUARD INDEX FDS
10.08%
Shares213.8K
Event2026-03-31
Filed2026-05-08
PANW
PALO ALTO NETWORKS INC
3.93%
Shares425.5K
Event2026-03-31
Filed2026-05-08
CAT
CATERPILLAR INC
-7.30%
Shares96.2K
Event2026-03-31
Filed2026-05-08
GEV
GE VERNOVA INC
15.55%
Shares77.1K
Event2026-03-31
Filed2026-05-08
CRWD
CROWDSTRIKE HLDGS INC
37.68%
Shares165.3K
Event2026-03-31
Filed2026-05-08
VEA
VANGUARD TAX-MANAGED FDS
9.83%
Shares938.5K
Event2026-03-31
Filed2026-05-08
EATON CORP PLC
EATON CORP PLC
41.17%
Shares165.6K
Event2026-03-31
Filed2026-05-08
JEPI
J P MORGAN EXCHANGE TRADED F
2.84%
Shares1.0M
Event2026-03-31
Filed2026-05-08
USMV
ISHARES TR
-4.79%
Shares634.4K
Event2026-03-31
Filed2026-05-08
VNQ
VANGUARD INDEX FDS
2.79%
Shares637.6K
Event2026-03-31
Filed2026-05-08
FLOT
ISHARES TR
0.37%
Shares1.1M
Event2026-03-31
Filed2026-05-08
VHT
VANGUARD WORLD FD
2.79%
Shares207.5K
Event2026-03-31
Filed2026-05-08
ISHARES GOLD TR
ISHARES GOLD TR
-12.65%
Shares639.9K
Event2026-03-31
Filed2026-05-08
QUAL
ISHARES TR
0.10%
Shares289.1K
Event2026-03-31
Filed2026-05-08
VO
VANGUARD INDEX FDS
9.60%
Shares191.9K
Event2026-03-31
Filed2026-05-08
IWR
ISHARES TR
4.80%
Shares554.3K
Event2026-03-31
Filed2026-05-08
PFF
ISHARES TR
1.82%
Shares1.7M
Event2026-03-31
Filed2026-05-08
NFLX
NETFLIX INC.
-8.57%
Shares527.9K
Event2026-03-31
Filed2026-05-08
IDU
ISHARES TR
4.96%
Shares424.7K
Event2026-03-31
Filed2026-05-08
SCHD
SCHWAB STRATEGIC TR
2.59%
Shares1.6M
Event2026-03-31
Filed2026-05-08
DGRO
ISHARES TR
4.13%
Shares695.5K
Event2026-03-31
Filed2026-05-08
CSCO
CISCO SYS INC
9.07%
Shares628.4K
Event2026-03-31
Filed2026-05-08
MPC
MARATHON PETE CORP
32.07%
Shares198.6K
Event2026-03-31
Filed2026-05-08
USFR
WISDOMTREE TR
15.72%
Shares961.4K
Event2026-03-31
Filed2026-05-08
APLU
ALLSPRING EXCHANGE TRADED FU
6.62%
Shares1.9M
Event2026-03-31
Filed2026-05-08
ADI
ANALOG DEVICES INC
16.38%
Shares146.4K
Event2026-03-31
Filed2026-05-08
XLK
SELECT SECTOR SPDR TR
-4.01%
Shares347.3K
Event2026-03-31
Filed2026-05-08
BABA
ALIBABA GROUP HLDG LTD
6.76%
Shares366.3K
Event2026-03-31
Filed2026-05-08
DYNF
BLACKROCK ETF TRUST
7.64%
Shares785.8K
Event2026-03-31
Filed2026-05-08
NEE
NEXTERA ENERGY INC
33.00%
Shares476.3K
Event2026-03-31
Filed2026-05-08
PG
PROCTER & GAMBLE CO
6.35%
Shares299.0K
Event2026-03-31
Filed2026-05-08
GSLC
GOLDMAN SACHS ETF TR
-0.80%
Shares344.3K
Event2026-03-31
Filed2026-05-08
CB
CHUBB LTD SWITZ
23.30%
Shares129.3K
Event2026-03-31
Filed2026-05-08
HDV
ISHARES TR
4.79%
Shares310.3K
Event2026-03-31
Filed2026-05-08
AMAT
APPLIED MATLS INC
-6.05%
Shares123.1K
Event2026-03-31
Filed2026-05-08
DIVB
ISHARES TR
12.39%
Shares768.6K
Event2026-03-31
Filed2026-05-08
GS
GOLDMAN SACHS GROUP INC
5.86%
Shares48.3K
Event2026-03-31
Filed2026-05-08
GRAYSCALE BITCOIN MINI TR ET
GRAYSCALE BITCOIN MINI TR ET
4.92%
Shares1.4M
Event2026-03-31
Filed2026-05-08
TJX
TJX COS INC NEW
8.75%
Shares254.8K
Event2026-03-31
Filed2026-05-08
DIS
DISNEY WALT CO
6.96%
Shares418.1K
Event2026-03-31
Filed2026-05-08
RTX
RTX CORPORATION
9.42%
Shares208.8K
Event2026-03-31
Filed2026-05-08
AMD
ADVANCED MICRO DEVICES INC
26.01%
Shares196.1K
Event2026-03-31
Filed2026-05-08
BIL
SPDR SERIES TRUST
-17.06%
Shares429.7K
Event2026-03-31
Filed2026-05-08
IYK
ISHARES TR
3.26%
Shares555.7K
Event2026-03-31
Filed2026-05-08
RDVY
FIRST TR EXCHANGE TRADED FD
6.21%
Shares569.2K
Event2026-03-31
Filed2026-05-08
COWZ
PACER FDS TR
1.51%
Shares614.8K
Event2026-03-31
Filed2026-05-08
IYF
ISHARES TR
-22.64%
Shares324.0K
Event2026-03-31
Filed2026-05-08
VGT
VANGUARD WORLD FD
-2.86%
Shares54.4K
Event2026-03-31
Filed2026-05-08
MSI
MOTOROLA SOLUTIONS INC
31.88%
Shares87.2K
Event2026-03-31
Filed2026-05-08
IXUS
ISHARES TR
838.77%
Shares432.6K
Event2026-03-31
Filed2026-05-08
MA
MASTERCARD INCORPORATED
-7.45%
Shares74.4K
Event2026-03-31
Filed2026-05-08
TT
TRANE TECHNOLOGIES PLC
30.58%
Shares88.9K
Event2026-03-31
Filed2026-05-08
MERCK & CO INC
MERCK & CO INC
1.82%
Shares305.4K
Event2026-03-31
Filed2026-05-08
JEPQ
J P MORGAN EXCHANGE TRADED F
6.07%
Shares649.8K
Event2026-03-31
Filed2026-05-08
TSM
TAIWAN SEMICONDUCTOR MANUFAC
20.26%
Shares106.4K
Event2026-03-31
Filed2026-05-08
CRM
SALESFORCE INC
24.49%
Shares191.4K
Event2026-03-31
Filed2026-05-08
ORCL
ORACLE CORP
-4.54%
Shares241.4K
Event2026-03-31
Filed2026-05-08
VWO
VANGUARD INTL EQUITY INDEX F
7.84%
Shares641.2K
Event2026-03-31
Filed2026-05-08
LMT
LOCKHEED MARTIN CORP
-1.14%
Shares57.0K
Event2026-03-31
Filed2026-05-08
QQQM
INVESCO EXCH TRADED FD TR II
1.90%
Shares142.7K
Event2026-03-31
Filed2026-05-08
KO
COCA COLA CO
0.49%
Shares436.8K
Event2026-03-31
Filed2026-05-08
T
AT&T INC
2.40%
Shares1.1M
Event2026-03-31
Filed2026-05-08
AXP
AMERICAN EXPRESS CO
17.63%
Shares108.8K
Event2026-03-31
Filed2026-05-08
IBM
INTERNATIONAL BUSINESS MACHS
-12.29%
Shares132.2K
Event2026-03-31
Filed2026-05-08
SDY
SPDR SERIES TRUST
-1.77%
Shares216.2K
Event2026-03-31
Filed2026-05-08
HMOP
HARTFORD FDS EXCHANGE TRADED
5.57%
Shares813.0K
Event2026-03-31
Filed2026-05-08
DDWM
WISDOMTREE TR
9.23%
Shares700.7K
Event2026-03-31
Filed2026-05-08
IJK
ISHARES TR
2.20%
Shares306.3K
Event2026-03-31
Filed2026-05-08
FTSM
FIRST TR EXCHANGE-TRADED FD
6.27%
Shares513.7K
Event2026-03-31
Filed2026-05-08
OEF
ISHARES TR
-35.99%
Shares96.2K
Event2026-03-31
Filed2026-05-08
UNP
UNION PAC CORP
24.49%
Shares122.5K
Event2026-03-31
Filed2026-05-08
VRT
VERTIV HOLDINGS CO
0.55%
Shares116.9K
Event2026-03-31
Filed2026-05-08
FSLR
FIRST SOLAR INC
0.07%
Shares148.4K
Event2026-03-31
Filed2026-05-08
GE AEROSPACE
GE AEROSPACE
5.44%
Shares102.8K
Event2026-03-31
Filed2026-05-08
DIA
STATE STR SPDR DOW JONES IND
13.16%
Shares62.2K
Event2026-03-31
Filed2026-05-08
TLH
ISHARES TR
-7.29%
Shares285.6K
Event2026-03-31
Filed2026-05-08
PLTR
PALANTIR TECHNOLOGIES INC
-37.32%
Shares193.4K
Event2026-03-31
Filed2026-05-08
TBIL
RBB FD INC
67.25%
Shares559.5K
Event2026-03-31
Filed2026-05-08
DIVO
AMPLIFY ETF TR
4.65%
Shares613.3K
Event2026-03-31
Filed2026-05-08
ALL
ALLSTATE CORP
24.98%
Shares131.8K
Event2026-03-31
Filed2026-05-08
AMGN
AMGEN INC
-5.76%
Shares76.9K
Event2026-03-31
Filed2026-05-08
VBK
VANGUARD INDEX FDS
2.94%
Shares88.5K
Event2026-03-31
Filed2026-05-08
APD
AIR PRODUCTS AND CHEMICALS I
14.55%
Shares91.9K
Event2026-03-31
Filed2026-05-08
BAC
BANK AMERICA CORP
-28.41%
Shares547.7K
Event2026-03-31
Filed2026-05-08
MUB
ISHARES TR
7.04%
Shares248.8K
Event2026-03-31
Filed2026-05-08
LIT
GLOBAL X FDS
4.65%
Shares353.1K
Event2026-03-31
Filed2026-05-08
SDVD
FIRST TR EXCH TRADED FD III
23.44%
Shares1.2M
Event2026-03-31
Filed2026-05-08
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
2.81%
Shares199.4K
Event2026-03-31
Filed2026-05-08
PAAA
PGIM ETF TR
6.19%
Shares507.9K
Event2026-03-31
Filed2026-05-08
UNH
UNITEDHEALTH GROUP INC
-7.86%
Shares96.0K
Event2026-03-31
Filed2026-05-08
JCI
JOHNSON CONTROLS INTERNATION
41.77%
Shares197.7K
Event2026-03-31
Filed2026-05-08
PSX
PHILLIPS 66
28.02%
Shares139.6K
Event2026-03-31
Filed2026-05-08
CME
CME GROUP INC
44.85%
Shares85.7K
Event2026-03-31
Filed2026-05-08
PEP
PEPSICO INC
2.22%
Shares160.0K
Event2026-03-31
Filed2026-05-08
VB
VANGUARD INDEX FDS
-4.42%
Shares94.4K
Event2026-03-31
Filed2026-05-08
PM
PHILIP MORRIS INTL INC
8.32%
Shares148.9K
Event2026-03-31
Filed2026-05-08
ABT
ABBOTT LABORATORIES
27.93%
Shares238.2K
Event2026-03-31
Filed2026-05-08
IWP
ISHARES TR
8.83%
Shares190.8K
Event2026-03-31
Filed2026-05-08
SCHW
SCHWAB CHARLES CORP
34.53%
Shares257.2K
Event2026-03-31
Filed2026-05-08
VCIT
VANGUARD SCOTTSDALE FDS
5.11%
Shares291.4K
Event2026-03-31
Filed2026-05-08
PVAL
PUTNAM ETF TRUST
42.91%
Shares518.1K
Event2026-03-31
Filed2026-05-08
SPHY
SPDR SERIES TRUST
-6.51%
Shares1.0M
Event2026-03-31
Filed2026-05-08
CEG
CONSTELLATION ENERGY CORP
47.44%
Shares82.6K
Event2026-03-31
Filed2026-05-08
AAOI
APPLIED OPTOELECTRONICS INC
-25.77%
Shares272.0K
Event2026-03-31
Filed2026-05-08
BSV
VANGUARD BD INDEX FDS
5.17%
Shares285.5K
Event2026-03-31
Filed2026-05-08
EFA
ISHARES TR
2.26%
Shares229.8K
Event2026-03-31
Filed2026-05-08
SMH
VANECK ETF TRUST
6.28%
Shares57.7K
Event2026-03-31
Filed2026-05-08
AEP
AMERICAN ELEC PWR CO INC
32.04%
Shares168.2K
Event2026-03-31
Filed2026-05-08
APA CORPORATION
APA CORPORATION
3126.08%
Shares516.4K
Event2026-03-31
Filed2026-05-08
WFC
WELLS FARGO & CO
7.07%
Shares275.1K
Event2026-03-31
Filed2026-05-08
BKDV
BNY MELLON ETF TRUST II
3.53%
Shares736.6K
Event2026-03-31
Filed2026-05-08
ETR
ENTERGY CORP NEW
27.58%
Shares194.3K
Event2026-03-31
Filed2026-05-08
MU
MICRON TECHNOLOGY INC
-4.10%
Shares64.5K
Event2026-03-31
Filed2026-05-08
APH
AMPHENOL CORP
15.98%
Shares169.6K
Event2026-03-31
Filed2026-05-08
IVE
ISHARES TR
-30.83%
Shares101.3K
Event2026-03-31
Filed2026-05-08
NRG
NRG ENERGY INC
130.93%
Shares146.3K
Event2026-03-31
Filed2026-05-08
BLACKROCK INC
BLACKROCK INC
7.99%
Shares22.2K
Event2026-03-31
Filed2026-05-08
MEDTRONIC PLC
MEDTRONIC PLC
-3.49%
Shares244.3K
Event2026-03-31
Filed2026-05-08
BND
VANGUARD BD INDEX FDS
3.89%
Shares285.4K
Event2026-03-31
Filed2026-05-08
XLU
SELECT SECTOR SPDR TR
27.93%
Shares457.1K
Event2026-03-31
Filed2026-05-08
SPTS
SPDR SERIES TRUST
2.20%
Shares713.8K
Event2026-03-31
Filed2026-05-08
MOAT
VANECK ETF TRUST
1.21%
Shares213.8K
Event2026-03-31
Filed2026-05-08
SDVY
FIRST TR EXCHANGE TRADED FD
4.11%
Shares521.5K
Event2026-03-31
Filed2026-05-08
LINDE PLC
LINDE PLC
9.52%
Shares41.2K
Event2026-03-31
Filed2026-05-08
BA
BOEING CO
4.96%
Shares102.5K
Event2026-03-31
Filed2026-05-08
CMF
ISHARES TR
-0.70%
Shares358.8K
Event2026-03-31
Filed2026-05-08
FTEC
FIDELITY COVINGTON TRUST
0.29%
Shares97.4K
Event2026-03-31
Filed2026-05-08
SNDK
SANDISK CORP
2530.11%
Shares31.8K
Event2026-03-31
Filed2026-05-08
COP
CONOCOPHILLIPS
4.65%
Shares153.0K
Event2026-03-31
Filed2026-05-08
CRWV
COREWEAVE INC
58.69%
Shares253.0K
Event2026-03-31
Filed2026-05-08
ESGD
ISHARES TR
5.55%
Shares204.0K
Event2026-03-31
Filed2026-05-08
IWM
ISHARES TR
25.66%
Shares78.3K
Event2026-03-31
Filed2026-05-08
LHX
L3HARRIS TECHNOLOGIES INC
46.12%
Shares56.0K
Event2026-03-31
Filed2026-05-08
SPGI
S&P GLOBAL INC
25.37%
Shares44.9K
Event2026-03-31
Filed2026-05-08
EOG
EOG RES INC
440.09%
Shares130.9K
Event2026-03-31
Filed2026-05-08
ASML
ASML HLDG NV
-2.14%
Shares14.3K
Event2026-03-31
Filed2026-05-08
WMB
WILLIAMS COS INC
85.17%
Shares258.7K
Event2026-03-31
Filed2026-05-08
ARISTA NETWORKS INC
ARISTA NETWORKS INC
9.91%
Shares153.0K
Event2026-03-31
Filed2026-05-08
CMI
CUMMINS INC
1.76%
Shares34.6K
Event2026-03-31
Filed2026-05-08
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
9.31%
Shares54.2K
Event2026-03-31
Filed2026-05-08
PH
PARKER-HANNIFIN CORP
52.12%
Shares20.7K
Event2026-03-31
Filed2026-05-08
BKNG
BOOKING HOLDINGS INC
-1.44%
Shares4.4K
Event2026-03-31
Filed2026-05-08
KLAC
KLA CORP
15.20%
Shares12.5K
Event2026-03-31
Filed2026-05-08
XLV
SELECT SECTOR SPDR TR
-50.46%
Shares125.5K
Event2026-03-31
Filed2026-05-08
QTUM
ETF SER SOLUTIONS
7.02%
Shares170.0K
Event2026-03-31
Filed2026-05-08
FPE
FIRST TR EXCH TRADED FD III
4.22%
Shares1.0M
Event2026-03-31
Filed2026-05-08
IGSB
ISHARES TR
2.97%
Shares344.7K
Event2026-03-31
Filed2026-05-08
LOW
LOWES COS INC
-1.50%
Shares76.1K
Event2026-03-31
Filed2026-05-08
DRI
DARDEN RESTAURANTS INC
41.25%
Shares90.6K
Event2026-03-31
Filed2026-05-08
LAM RESEARCH CORP
LAM RESEARCH CORP
2.03%
Shares83.0K
Event2026-03-31
Filed2026-05-08
TAFM
AB ACTIVE ETFS INC
69607.70%
Shares697.1K
Event2026-03-31
Filed2026-05-08
IWS
ISHARES TR
-0.61%
Shares120.6K
Event2026-03-31
Filed2026-05-08
IEF
ISHARES TR
34.51%
Shares183.9K
Event2026-03-31
Filed2026-05-08
ICE
INTERCONTINENTAL EXCHANGE IN
78.86%
Shares111.6K
Event2026-03-31
Filed2026-05-08
HON
HONEYWELL INTL INC
3.59%
Shares76.7K
Event2026-03-31
Filed2026-05-08
VTEB
VANGUARD MUN BD FDS
95.81%
Shares347.0K
Event2026-03-31
Filed2026-05-08
ITOT
ISHARES TR
15.90%
Shares119.9K
Event2026-03-31
Filed2026-05-08
DLN
WISDOMTREE TR
0.36%
Shares191.2K
Event2026-03-31
Filed2026-05-08
CMCSA
COMCAST CORP NEW
19.15%
Shares590.6K
Event2026-03-31
Filed2026-05-08
PAVE
GLOBAL X FDS
93.73%
Shares333.4K
Event2026-03-31
Filed2026-05-08
GOVT
ISHARES TR
64.94%
Shares731.3K
Event2026-03-31
Filed2026-05-08
TMUS
T-MOBILE US INC
-8.27%
Shares79.7K
Event2026-03-31
Filed2026-05-08
PWR
QUANTA SVCS INC
65.15%
Shares30.4K
Event2026-03-31
Filed2026-05-08
SO
SOUTHERN CO
-8.25%
Shares172.5K
Event2026-03-31
Filed2026-05-08
BAI
BLACKROCK ETF TRUST
11.93%
Shares503.8K
Event2026-03-31
Filed2026-05-08
ITA
ISHARES TR
-16.37%
Shares75.8K
Event2026-03-31
Filed2026-05-08
GLW
CORNING INC
1.66%
Shares121.0K
Event2026-03-31
Filed2026-05-08
ORLY
OREILLY AUTOMOTIVE INC
10.93%
Shares177.6K
Event2026-03-31
Filed2026-05-08
SLV
ISHARES SILVER TR
-16.03%
Shares238.6K
Event2026-03-31
Filed2026-05-08
VIS
VANGUARD WORLD FD
0.14%
Shares51.6K
Event2026-03-31
Filed2026-05-08
MELI
MERCADOLIBRE INC
11.86%
Shares9.3K
Event2026-03-31
Filed2026-05-08
TUSI
TOUCHSTONE ETF TRUST
-21.19%
Shares634.2K
Event2026-03-31
Filed2026-05-08
VBR
VANGUARD INDEX FDS
-1.80%
Shares73.7K
Event2026-03-31
Filed2026-05-08
CENCORA INC
CENCORA INC
9.17%
Shares50.7K
Event2026-03-31
Filed2026-05-08
XLF
SELECT SECTOR SPDR TR
-0.18%
Shares318.5K
Event2026-03-31
Filed2026-05-08
AFL
AFLAC INC
49.76%
Shares142.6K
Event2026-03-31
Filed2026-05-08
CGGR
CAPITAL GROUP GROWTH ETF
2.81%
Shares388.8K
Event2026-03-31
Filed2026-05-08
TXN
TEXAS INSTRS INC
9.21%
Shares80.2K
Event2026-03-31
Filed2026-05-08
CITIGROUP INC
CITIGROUP INC
20.06%
Shares136.7K
Event2026-03-31
Filed2026-05-08
NXPI
NXP SEMICONDUCTORS N V
30.82%
Shares78.6K
Event2026-03-31
Filed2026-05-08
FDL
FIRST TR EXCHANGE-TRADED FD
72.74%
Shares302.3K
Event2026-03-31
Filed2026-05-08
MTUM
ISHARES TR
-5.41%
Shares64.0K
Event2026-03-31
Filed2026-05-08
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-2.00%
Shares321.1K
Event2026-03-31
Filed2026-05-08
XLY
SELECT SECTOR SPDR TR
-6.64%
Shares139.9K
Event2026-03-31
Filed2026-05-08
VXF
VANGUARD INDEX FDS
10.48%
Shares73.1K
Event2026-03-31
Filed2026-05-08
XLP
SELECT SECTOR SPDR TR
76.54%
Shares181.9K
Event2026-03-31
Filed2026-05-08
BMY
BRISTOL-MYERS SQUIBB CO
30.72%
Shares244.1K
Event2026-03-31
Filed2026-05-08
EFV
ISHARES TR
-5.71%
Shares199.1K
Event2026-03-31
Filed2026-05-08
AZO
AUTOZONE INC
63.72%
Shares4.4K
Event2026-03-31
Filed2026-05-08
FLCV
FEDERATED HERMES ETF TRUST
7.45%
Shares469.0K
Event2026-03-31
Filed2026-05-08
TLT
ISHARES TR
17.74%
Shares169.8K
Event2026-03-31
Filed2026-05-08
ADP
AUTOMATIC DATA PROCESSING IN
-12.72%
Shares72.4K
Event2026-03-31
Filed2026-05-08
QCOM
QUALCOMM INC
6.83%
Shares113.8K
Event2026-03-31
Filed2026-05-08
O
REALTY INCOME CORP
9.48%
Shares239.1K
Event2026-03-31
Filed2026-05-08
FV
FIRST TR EXCHANGE TRADED FD
-0.98%
Shares241.5K
Event2026-03-31
Filed2026-05-08
BILS
SPDR SERIES TRUST
132.02%
Shares146.8K
Event2026-03-31
Filed2026-05-08
KNG
FIRST TR EXCHANGE-TRADED FD
56.42%
Shares298.2K
Event2026-03-31
Filed2026-05-08
WIX
WIX COM LTD
62117.44%
Shares160.5K
Event2026-03-31
Filed2026-05-08
SPMO
INVESCO EXCH TRADED FD TR II
13.71%
Shares128.4K
Event2026-03-31
Filed2026-05-08
TOTL
SSGA ACTIVE ETF TR
11.98%
Shares361.9K
Event2026-03-31
Filed2026-05-08
GLOBAL X FDS
GLOBAL X FDS
New
Shares308.0K
Event2026-03-31
Filed2026-05-08
SM
SM ENERGY COMPANY
227428.86%
Shares457.3K
Event2026-03-31
Filed2026-05-08
MS
MORGAN STANLEY
-14.81%
Shares86.6K
Event2026-03-31
Filed2026-05-08
NANR
SPDR INDEX SHS FDS
-23.05%
Shares169.7K
Event2026-03-31
Filed2026-05-08
DVY
ISHARES TR
1.26%
Shares93.8K
Event2026-03-31
Filed2026-05-08
IWO
ISHARES TR
0.96%
Shares45.1K
Event2026-03-31
Filed2026-05-08
LQD
ISHARES TR
-9.61%
Shares129.7K
Event2026-03-31
Filed2026-05-08
ISRG
INTUITIVE SURGICAL INC
71.98%
Shares30.7K
Event2026-03-31
Filed2026-05-08
CGCB
CAPITAL GRP FIXED INCM ETF T
4.54%
Shares535.4K
Event2026-03-31
Filed2026-05-08
IQV
IQVIA HLDGS INC
8.40%
Shares81.4K
Event2026-03-31
Filed2026-05-08
VOT
VANGUARD INDEX FDS
4.75%
Shares53.9K
Event2026-03-31
Filed2026-05-08
AIRR
FIRST TR EXCHANGE TRADED FD
1.80%
Shares125.3K
Event2026-03-31
Filed2026-05-08
EW
EDWARDS LIFESCIENCES CORP
103.58%
Shares172.9K
Event2026-03-31
Filed2026-05-08
IJJ
ISHARES TR
0.14%
Shares104.5K
Event2026-03-31
Filed2026-05-08
FVD
FIRST TR EXCHANGE-TRADED FD
-0.09%
Shares293.4K
Event2026-03-31
Filed2026-05-08
USIG
ISHARES TR
0.83%
Shares268.5K
Event2026-03-31
Filed2026-05-08
MDY
STATE STR SPDR S&P MIDCAP 40
-3.11%
Shares22.0K
Event2026-03-31
Filed2026-05-08
RDVI
FIRST TR EXCHANGE-TRADED FD
303.33%
Shares522.0K
Event2026-03-31
Filed2026-05-08
AVUV
AMERICAN CENTY ETF TR
10.70%
Shares120.1K
Event2026-03-31
Filed2026-05-08
PFE
PFIZER INC
0.48%
Shares472.5K
Event2026-03-31
Filed2026-05-08
IDEV
ISHARES TR
4.08%
Shares157.1K
Event2026-03-31
Filed2026-05-08
CGDV
CAPITAL GROUP DIVIDEND VALUE
29.14%
Shares308.1K
Event2026-03-31
Filed2026-05-08
VXUS
VANGUARD STAR FDS
12.57%
Shares169.5K
Event2026-03-31
Filed2026-05-08
UPS
UNITED PARCEL SVCS INC
26.12%
Shares132.8K
Event2026-03-31
Filed2026-05-08
SBUX
STARBUCKS CORP
-11.21%
Shares144.9K
Event2026-03-31
Filed2026-05-08
NOW
SERVICENOW INC
36.74%
Shares123.6K
Event2026-03-31
Filed2026-05-08
CALF
PACER FDS TR
-1.36%
Shares287.4K
Event2026-03-31
Filed2026-05-08
GCOW
PACER FDS TR
9.37%
Shares277.6K
Event2026-03-31
Filed2026-05-08
DBMF
LITMAN GREGORY FDS TR
2404.20%
Shares424.7K
Event2026-03-31
Filed2026-05-08
FLJP
FRANKLIN TEMPLETON ETF TR
7.37%
Shares350.6K
Event2026-03-31
Filed2026-05-08
BUFR
FIRST TR EXCHNG TRADED FD VI
-1.89%
Shares374.6K
Event2026-03-31
Filed2026-05-08
PFFD
GLOBAL X FDS
2.60%
Shares685.5K
Event2026-03-31
Filed2026-05-08
TMO
THERMO FISHER SCIENTIFIC INC
18.85%
Shares25.6K
Event2026-03-31
Filed2026-05-08
IGE
ISHARES TR
18.44%
Shares195.5K
Event2026-03-31
Filed2026-05-08
COWG
PACER FDS TR
8.92%
Shares364.5K
Event2026-03-31
Filed2026-05-08
IDV
ISHARES TR
9.78%
Shares287.3K
Event2026-03-31
Filed2026-05-08
IBTI
ISHARES TR
1.86%
Shares546.8K
Event2026-03-31
Filed2026-05-08
LVHI
LEGG MASON ETF INVT
-0.26%
Shares299.5K
Event2026-03-31
Filed2026-05-08
WM
WASTE MGMT INC DEL
32.76%
Shares52.6K
Event2026-03-31
Filed2026-05-08
IGIB
ISHARES TR
6.10%
Shares226.6K
Event2026-03-31
Filed2026-05-08
DFSD
DIMENSIONAL ETF TRUST
11.26%
Shares249.5K
Event2026-03-31
Filed2026-05-08
JBL
JABIL INC
17.76%
Shares44.9K
Event2026-03-31
Filed2026-05-08
SHLD
GLOBAL X FDS
16.52%
Shares168.3K
Event2026-03-31
Filed2026-05-08
SOXX
ISHARES TR
-11.39%
Shares36.3K
Event2026-03-31
Filed2026-05-08
XAR
SPDR SERIES TRUST
1426.48%
Shares46.4K
Event2026-03-31
Filed2026-05-08
VST
VISTRA CORP
34.70%
Shares77.5K
Event2026-03-31
Filed2026-05-08
DE
DEERE & CO
-9.02%
Shares20.6K
Event2026-03-31
Filed2026-05-08
EPD
ENTERPRISE PRODS PARTNERS L
6.74%
Shares303.0K
Event2026-03-31
Filed2026-05-08
XLI
SELECT SECTOR SPDR TR
-18.86%
Shares70.7K
Event2026-03-31
Filed2026-05-08
XLC
SELECT SECTOR SPDR TR
-19.09%
Shares102.4K
Event2026-03-31
Filed2026-05-08
MO
ALTRIA GROUP INC
15.23%
Shares171.9K
Event2026-03-31
Filed2026-05-08
OKE
ONEOK INC NEW
6.30%
Shares124.8K
Event2026-03-31
Filed2026-05-08
FANG
DIAMONDBACK ENERGY INC
-8.15%
Shares56.6K
Event2026-03-31
Filed2026-05-08
SHV
ISHARES TR
15.70%
Shares101.1K
Event2026-03-31
Filed2026-05-08
OAKM
HARRIS OAKMARK ETF TRUST
13.12%
Shares402.0K
Event2026-03-31
Filed2026-05-08
ZTS
ZOETIS INC
202.20%
Shares93.7K
Event2026-03-31
Filed2026-05-08
GRID
FIRST TR EXCHANGE-TRADED FD
154.53%
Shares67.7K
Event2026-03-31
Filed2026-05-08
GRNY
TIDAL TRUST I
12.26%
Shares462.2K
Event2026-03-31
Filed2026-05-08
VKTX
VIKING THERAPEUTICS INC
6.95%
Shares338.2K
Event2026-03-31
Filed2026-05-08
EFG
ISHARES TR
164.73%
Shares98.7K
Event2026-03-31
Filed2026-05-08
MGK
VANGUARD WORLD FD
6.99%
Shares29.4K
Event2026-03-31
Filed2026-05-08
GFF
GRIFFON CORP
72.01%
Shares146.3K
Event2026-03-31
Filed2026-05-08
LNG
CHENIERE ENERGY INC
76.62%
Shares37.1K
Event2026-03-31
Filed2026-05-08
VEU
VANGUARD INTL EQUITY INDEX F
12.04%
Shares140.2K
Event2026-03-31
Filed2026-05-08
GILD
GILEAD SCIENCES INC
5.32%
Shares75.2K
Event2026-03-31
Filed2026-05-08
CTAS
CINTAS CORP
-0.97%
Shares61.7K
Event2026-03-31
Filed2026-05-08
CORO
BLACKROCK ETF TRUST
New
Shares322.9K
Event2026-03-31
Filed2026-05-08
VIGI
VANGUARD WHITEHALL FDS
11.38%
Shares117.0K
Event2026-03-31
Filed2026-05-08
IYW
ISHARES TR
-21.94%
Shares56.7K
Event2026-03-31
Filed2026-05-08
CGGO
CAPITAL GROUP GBL GROWTH EQT
2.35%
Shares306.9K
Event2026-03-31
Filed2026-05-08
PPA
INVESCO EXCHANGE TRADED FD T
13.03%
Shares61.8K
Event2026-03-31
Filed2026-05-08
FTCS
FIRST TR EXCHANGE-TRADED FD
-1.24%
Shares110.1K
Event2026-03-31
Filed2026-05-08
UITB
VICTORY PORTFOLIOS II
107356.50%
Shares214.9K
Event2026-03-31
Filed2026-05-08
ALLW
SSGA ACTIVE TR
60.93%
Shares350.1K
Event2026-03-31
Filed2026-05-08
MINT
PIMCO ETF TR
0.11%
Shares100.3K
Event2026-03-31
Filed2026-05-08
SPYI
NEOS ETF TRUST
8508.80%
Shares203.4K
Event2026-03-31
Filed2026-05-08
CGHM
CAPITAL GRP FIXED INCM ETF T
10.56%
Shares396.6K
Event2026-03-31
Filed2026-05-08
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
15.02%
Shares50.5K
Event2026-03-31
Filed2026-05-08
HTRB
HARTFORD FDS EXCHANGE TRADED
14090.54%
Shares297.0K
Event2026-03-31
Filed2026-05-08
BINC
BLACKROCK ETF TRUST II
-3.43%
Shares192.9K
Event2026-03-31
Filed2026-05-08
PTNQ
PACER FDS TR
-2.33%
Shares136.6K
Event2026-03-31
Filed2026-05-08
IJT
ISHARES TR
4.15%
Shares68.4K
Event2026-03-31
Filed2026-05-08
JAAA
JANUS DETROIT STR TR
-1.34%
Shares196.4K
Event2026-03-31
Filed2026-05-08
STERIS PLC
STERIS PLC
51.00%
Shares44.4K
Event2026-03-31
Filed2026-05-08
VIOG
VANGUARD ADMIRAL FDS INC
1.04%
Shares78.1K
Event2026-03-31
Filed2026-05-08
NLR
VANECK ETF TRUST
25.63%
Shares72.7K
Event2026-03-31
Filed2026-05-08
ISPY
PROSHARES TR
2.95%
Shares223.5K
Event2026-03-31
Filed2026-05-08
CTRE
CARETRUST REIT INC
3.45%
Shares263.9K
Event2026-03-31
Filed2026-05-08
GDV
GABELLI DIVID & INCOME TR
19.26%
Shares358.7K
Event2026-03-31
Filed2026-05-08
KMI
KINDER MORGAN INC DEL
5.78%
Shares287.7K
Event2026-03-31
Filed2026-05-08
ELV
ELEVANCE HEALTH INC FORMERLY
38.66%
Shares32.5K
Event2026-03-31
Filed2026-05-08
QWLD
SPDR INDEX SHS FDS
33.72%
Shares66.3K
Event2026-03-31
Filed2026-05-08
BLACKSTONE INC
BLACKSTONE INC
-18.60%
Shares82.3K
Event2026-03-31
Filed2026-05-08
ECL
ECOLAB INC
38.76%
Shares35.3K
Event2026-03-31
Filed2026-05-08
NOC
NORTHROP GRUMMAN CORP
14.88%
Shares13.7K
Event2026-03-31
Filed2026-05-08
GPN
GLOBAL PMTS INC
30.99%
Shares138.6K
Event2026-03-31
Filed2026-05-08
GDX
VANECK ETF TRUST
2.80%
Shares100.7K
Event2026-03-31
Filed2026-05-08
PFFA
ETFIS SER TR I
11.14%
Shares452.9K
Event2026-03-31
Filed2026-05-08
EDIV
SPDR INDEX SHS FDS
33.44%
Shares232.7K
Event2026-03-31
Filed2026-05-08
USTB
VICTORY PORTFOLIOS II
261.96%
Shares180.4K
Event2026-03-31
Filed2026-05-08
CDNS
CADENCE DESIGN SYSTEM INC
27.20%
Shares32.7K
Event2026-03-31
Filed2026-05-08
FSMD
FIDELITY COVINGTON TRUST
-0.37%
Shares202.8K
Event2026-03-31
Filed2026-05-08
D
DOMINION ENERGY INC
-8.13%
Shares145.7K
Event2026-03-31
Filed2026-05-08
FCG
FIRST TR EXCHANGE-TRADED FD
807.52%
Shares284.1K
Event2026-03-31
Filed2026-05-08
BK
BANK NEW YORK MELLON CORP
-7.94%
Shares75.6K
Event2026-03-31
Filed2026-05-08
EMR
EMERSON ELEC CO
-19.76%
Shares67.5K
Event2026-03-31
Filed2026-05-08
FDV
FEDERATED HERMES ETF TRUST
5.70%
Shares286.6K
Event2026-03-31
Filed2026-05-08
AXON
AXON ENTERPRISE INC
-46.23%
Shares20.7K
Event2026-03-31
Filed2026-05-08
EFAA
INVESCO ACTIVELY MANAGED EXC
25.42%
Shares166.3K
Event2026-03-31
Filed2026-05-08
VLO
VALERO ENERGY CORP
-3.17%
Shares35.2K
Event2026-03-31
Filed2026-05-08
MDLZ
MONDELEZ INTL INC
-1.24%
Shares150.4K
Event2026-03-31
Filed2026-05-08
FIS
FIDELITY NATL INFORMATION SV
53.43%
Shares184.1K
Event2026-03-31
Filed2026-05-08
VGIT
VANGUARD SCOTTSDALE FDS
-12.64%
Shares143.2K
Event2026-03-31
Filed2026-05-08
PTLC
PACER FDS TR
0.83%
Shares162.4K
Event2026-03-31
Filed2026-05-08
FCX
FREEPORT MCMORAN INC
6.12%
Shares144.6K
Event2026-03-31
Filed2026-05-08
IHDG
WISDOMTREE TR
5.49%
Shares174.8K
Event2026-03-31
Filed2026-05-08
CWB
SPDR SERIES TRUST
-0.73%
Shares91.7K
Event2026-03-31
Filed2026-05-08
BWXT
BWX TECHNOLOGIES INC
8.37%
Shares41.0K
Event2026-03-31
Filed2026-05-08
BP
BP PLC
247.10%
Shares178.2K
Event2026-03-31
Filed2026-05-08
TPR
TAPESTRY INC
-6.86%
Shares59.2K
Event2026-03-31
Filed2026-05-08
VTIP
VANGUARD MALVERN FDS
3.29%
Shares166.5K
Event2026-03-31
Filed2026-05-08
IJS
ISHARES TR
-1.47%
Shares70.0K
Event2026-03-31
Filed2026-05-08
LCF
TOUCHSTONE ETF TRUST
4.23%
Shares209.2K
Event2026-03-31
Filed2026-05-08
THE CIGNA GROUP
THE CIGNA GROUP
84.95%
Shares30.7K
Event2026-03-31
Filed2026-05-08
BBY
BEST BUY INC
51.48%
Shares127.7K
Event2026-03-31
Filed2026-05-08
DFIV
DIMENSIONAL ETF TRUST
7.43%
Shares154.9K
Event2026-03-31
Filed2026-05-08
PHYS
SPROTT ASSET MANAGEMENT LP
-13.54%
Shares230.4K
Event2026-03-31
Filed2026-05-08
CGIC
CAPITAL GROUP INTERNATIONAL
1.86%
Shares246.0K
Event2026-03-31
Filed2026-05-08
KR
KROGER CO
27.50%
Shares111.6K
Event2026-03-31
Filed2026-05-08
VRTX
VERTEX PHARMACEUTICALS INC
2.87%
Shares17.9K
Event2026-03-31
Filed2026-05-08
COPX
GLOBAL X FDS
17.23%
Shares103.6K
Event2026-03-31
Filed2026-05-08
ALPS ETF TR
ALPS ETF TR
6.93%
Shares150.3K
Event2026-03-31
Filed2026-05-08
IMCG
ISHARES TR
3.30%
Shares99.5K
Event2026-03-31
Filed2026-05-08
GL
GLOBE LIFE INC
136.40%
Shares56.0K
Event2026-03-31
Filed2026-05-08
IBKR
INTERACTIVE BROKERS GROUP IN
-0.07%
Shares116.0K
Event2026-03-31
Filed2026-05-08
PROFESIONALLY MANAGED PORTFO
PROFESIONALLY MANAGED PORTFO
-5.52%
Shares147.2K
Event2026-03-31
Filed2026-05-08
ARCC
ARES CAPITAL CORP
-12.51%
Shares430.1K
Event2026-03-31
Filed2026-05-08
USHY
ISHARES TR
-3.18%
Shares210.1K
Event2026-03-31
Filed2026-05-08
EEM
ISHARES TR
76.15%
Shares135.3K
Event2026-03-31
Filed2026-05-08
CIBR
FIRST TR EXCHANGE-TRADED FD
-6.20%
Shares122.5K
Event2026-03-31
Filed2026-05-08
FXF
INVESCO CURRENCYSHARES SWISS
New
Shares69.1K
Event2026-03-31
Filed2026-05-08
SSUS
STRATEGY SHS
-3.82%
Shares162.8K
Event2026-03-31
Filed2026-05-08
ITW
ILLINOIS TOOL WKS INC
3.02%
Shares29.0K
Event2026-03-31
Filed2026-05-08
BST
BLACKROCK SCIENCE & TECHNOLO
19.46%
Shares207.7K
Event2026-03-31
Filed2026-05-08
TDIV
FIRST TR EXCHANGE TRADED FD
6.11%
Shares80.2K
Event2026-03-31
Filed2026-05-08
BDX
BECTON DICKINSON & CO
20.18%
Shares47.8K
Event2026-03-31
Filed2026-05-08
IQQQ
PROSHARES TR
2.73%
Shares180.1K
Event2026-03-31
Filed2026-05-08
PGR
PROGRESSIVE CORP
109.21%
Shares37.9K
Event2026-03-31
Filed2026-05-08
FHLC
FIDELITY COVINGTON TRUST
2.45%
Shares106.3K
Event2026-03-31
Filed2026-05-08
MAR
MARRIOTT INTL INC NEW
11.38%
Shares22.8K
Event2026-03-31
Filed2026-05-08
RWL
INVESCO EXCH TRADED FD TR II
0.84%
Shares64.8K
Event2026-03-31
Filed2026-05-08
NBIS
NEBIUS GROUP N.V.
-79.18%
Shares71.1K
Event2026-03-31
Filed2026-05-08
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
35.92%
Shares18.8K
Event2026-03-31
Filed2026-05-08
MMTM
SPDR SERIES TRUST
8.39%
Shares26.2K
Event2026-03-31
Filed2026-05-08
VUSB
VANGUARD BD INDEX FDS
3.17%
Shares147.1K
Event2026-03-31
Filed2026-05-08
CASY
CASEYS GEN STORES INC
41.15%
Shares10.0K
Event2026-03-31
Filed2026-05-08
FLRN
SPDR SERIES TRUST
-0.24%
Shares237.1K
Event2026-03-31
Filed2026-05-08
VLUE
ISHARES TR
-12.77%
Shares51.0K
Event2026-03-31
Filed2026-05-08
KTOS
KRATOS DEFENSE & SEC SOLUTIO
-70.52%
Shares102.8K
Event2026-03-31
Filed2026-05-08
DXCM
DEXCOM INC
9.20%
Shares114.5K
Event2026-03-31
Filed2026-05-08
NBSD
NEUBERGER BERMAN ETF TRUST
17.59%
Shares140.9K
Event2026-03-31
Filed2026-05-08
NSC
NORFOLK SOUTHN CORP
21.33%
Shares24.8K
Event2026-03-31
Filed2026-05-08
ACWX
ISHARES TR
36.25%
Shares103.3K
Event2026-03-31
Filed2026-05-08
INTC
INTEL CORP
6.38%
Shares159.3K
Event2026-03-31
Filed2026-05-08
EZM
WISDOMTREE TR
0.13%
Shares104.5K
Event2026-03-31
Filed2026-05-08
ADBE
ADOBE INC
1.38%
Shares28.6K
Event2026-03-31
Filed2026-05-08
FLXR
TCW ETF TRUST
5.24%
Shares177.2K
Event2026-03-31
Filed2026-05-08
MBB
ISHARES TR
-22.08%
Shares73.2K
Event2026-03-31
Filed2026-05-08
NVS
NOVARTIS AG
-16.26%
Shares45.4K
Event2026-03-31
Filed2026-05-08
WCMI
FIRST TR EXCHANGE-TRADED FD
2708.89%
Shares413.4K
Event2026-03-31
Filed2026-05-08
ONEY
SPDR SERIES TRUST
-6.41%
Shares57.4K
Event2026-03-31
Filed2026-05-08
IYH
ISHARES TR
-11.03%
Shares111.3K
Event2026-03-31
Filed2026-05-08
JMBS
JANUS DETROIT STR TR
3418.02%
Shares151.7K
Event2026-03-31
Filed2026-05-08
ARGX
ARGENX SE
2510.31%
Shares9.4K
Event2026-03-31
Filed2026-05-08
CGCV
CAPITAL GROUP CONSERVATIVE E
4.99%
Shares226.9K
Event2026-03-31
Filed2026-05-08
GXC
SPDR INDEX SHS FDS
-3.02%
Shares72.0K
Event2026-03-31
Filed2026-05-08
CL
COLGATE PALMOLIVE CO
9.06%
Shares77.3K
Event2026-03-31
Filed2026-05-08
TRV
TRAVELERS COMPANIES INC
8.97%
Shares22.6K
Event2026-03-31
Filed2026-05-08
MMM
3M CO
9.40%
Shares45.3K
Event2026-03-31
Filed2026-05-08
GPIX
GOLDMAN SACHS ETF TR
56.34%
Shares129.2K
Event2026-03-31
Filed2026-05-08
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares9
Event2026-03-31
Filed2026-05-08
XTL
SPDR SERIES TRUST
8.16%
Shares34.2K
Event2026-03-31
Filed2026-05-08
SPYM
SPDR SERIES TRUST
-14.17%
Shares83.8K
Event2026-03-31
Filed2026-05-08
IBB
ISHARES TR
4.28%
Shares37.9K
Event2026-03-31
Filed2026-05-08
THRO
BLACKROCK ETF TRUST
7.36%
Shares176.8K
Event2026-03-31
Filed2026-05-08
TGT
TARGET CORP
23.98%
Shares52.5K
Event2026-03-31
Filed2026-05-08
HPE
HEWLETT PACKARD ENTERPRISE C
-15.02%
Shares263.8K
Event2026-03-31
Filed2026-05-08
CGXU
CAPITAL GROUP INTL FOCUS EQT
1.38%
Shares210.8K
Event2026-03-31
Filed2026-05-08
HSY
HERSHEY CO
5.14%
Shares29.8K
Event2026-03-31
Filed2026-05-08
CGNG
CAPITAL GROUP NEW GEOGRAPHY
264.90%
Shares195.7K
Event2026-03-31
Filed2026-05-08
TFC
TRUIST FINL CORP
75.53%
Shares134.3K
Event2026-03-31
Filed2026-05-08
CGDG
CAPITAL GROUP DIVIDEND GROWE
49.68%
Shares171.0K
Event2026-03-31
Filed2026-05-08
DVN
DEVON ENERGY CORP NEW
48.72%
Shares122.0K
Event2026-03-31
Filed2026-05-08
COF
CAPITAL ONE FINL CORP
-3.17%
Shares33.6K
Event2026-03-31
Filed2026-05-08
KMB
KIMBERLY-CLARK CORP
2.88%
Shares63.3K
Event2026-03-31
Filed2026-05-08
SCHG
SCHWAB STRATEGIC TR
-0.29%
Shares209.6K
Event2026-03-31
Filed2026-05-08
FDN
FIRST TR EXCHANGE-TRADED FD
20.30%
Shares26.1K
Event2026-03-31
Filed2026-05-08
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares30.7K
Event2026-03-31
Filed2026-05-08
ACWI
ISHARES TR
20.16%
Shares43.7K
Event2026-03-31
Filed2026-05-08
QXO
QXO INC
6.23%
Shares311.1K
Event2026-03-31
Filed2026-05-08
MCK
MCKESSON CORP
-5.41%
Shares7.0K
Event2026-03-31
Filed2026-05-08
JPST
J P MORGAN EXCHANGE TRADED F
22.16%
Shares118.8K
Event2026-03-31
Filed2026-05-08
FDX
FEDEX CORP
-9.35%
Shares16.8K
Event2026-03-31
Filed2026-05-08
ET
ENERGY TRANSFER L P
6.34%
Shares308.5K
Event2026-03-31
Filed2026-05-08
IUSB
ISHARES TR
68.52%
Shares128.0K
Event2026-03-31
Filed2026-05-08
NKE
NIKE INC
-9.95%
Shares111.5K
Event2026-03-31
Filed2026-05-08
EMO
CLEARBRIDGE ENERGY MIDSTREAM
2.58%
Shares111.0K
Event2026-03-31
Filed2026-05-08
MKL
MARKEL GROUP INC
5.20%
Shares3.1K
Event2026-03-31
Filed2026-05-08
SCHP
SCHWAB STRATEGIC TR
-3.40%
Shares218.6K
Event2026-03-31
Filed2026-05-08
PRU
PRUDENTIAL FINL INC
21.16%
Shares59.3K
Event2026-03-31
Filed2026-05-08
SHOP
SHOPIFY INC
-7.73%
Shares48.8K
Event2026-03-31
Filed2026-05-08
ETV
EATON VANCE TAX-MANAGED BUY-
26.06%
Shares423.5K
Event2026-03-31
Filed2026-05-08
ESGE
ISHARES INC
9.23%
Shares127.2K
Event2026-03-31
Filed2026-05-08
DLR
DIGITAL RLTY TR INC
-2.58%
Shares32.1K
Event2026-03-31
Filed2026-05-08
EA SERIES TRUST
EA SERIES TRUST
New
Shares116.0K
Event2026-03-31
Filed2026-05-08
VT
VANGUARD INTL EQUITY INDEX F
20.04%
Shares41.6K
Event2026-03-31
Filed2026-05-08
MPWR
MONOLITHIC PWR SYS INC
5.21%
Shares5.3K
Event2026-03-31
Filed2026-05-08
IYJ
ISHARES TR
17.87%
Shares38.9K
Event2026-03-31
Filed2026-05-08
TKR
TIMKEN CO
1819.81%
Shares57.1K
Event2026-03-31
Filed2026-05-08
DGS
WISDOMTREE TR
1.86%
Shares94.5K
Event2026-03-31
Filed2026-05-08
GWW
WW GRAINGER INC
10.02%
Shares5.2K
Event2026-03-31
Filed2026-05-08
CSX
CSX CORP
41.60%
Shares137.9K
Event2026-03-31
Filed2026-05-08
IBIT
ISHARES BITCOIN TRUST ETF
64.91%
Shares147.2K
Event2026-03-31
Filed2026-05-08
BXSL
BLACKSTONE SECD LENDING FD
0.38%
Shares238.6K
Event2026-03-31
Filed2026-05-08
SNPS
SYNOPSYS INC
18.57%
Shares14.1K
Event2026-03-31
Filed2026-05-08
SPOT
SPOTIFY TECHNOLOGY S A
7.97%
Shares11.5K
Event2026-03-31
Filed2026-05-08
IDVO
AMPLIFY ETF TR
22.88%
Shares137.8K
Event2026-03-31
Filed2026-05-08
IBTH
ISHARES TR
1.67%
Shares247.2K
Event2026-03-31
Filed2026-05-08
RECS
COLUMBIA ETF TR I
21.10%
Shares142.2K
Event2026-03-31
Filed2026-05-08
PLD
PROLOGIS INC.
2.06%
Shares41.9K
Event2026-03-31
Filed2026-05-08
KGS
KODIAK GAS SVCS INC
4.47%
Shares94.5K
Event2026-03-31
Filed2026-05-08
FMB
FIRST TR EXCH TRADED FD III
173.47%
Shares108.7K
Event2026-03-31
Filed2026-05-08
IEI
ISHARES TR
16.79%
Shares46.2K
Event2026-03-31
Filed2026-05-08
ISTB
ISHARES TR
-1.56%
Shares112.8K
Event2026-03-31
Filed2026-05-08
BAR
GRANITESHARES GOLD TR
-28.00%
Shares118.4K
Event2026-03-31
Filed2026-05-08
AMT
AMERICAN TOWER CORP
9.28%
Shares31.6K
Event2026-03-31
Filed2026-05-08
IYC
ISHARES TR
69.69%
Shares56.3K
Event2026-03-31
Filed2026-05-08
RODM
LATTICE STRATEGIES TR
2202.62%
Shares138.1K
Event2026-03-31
Filed2026-05-08
BJAN
INNOVATOR ETFS TRUST
14.94%
Shares102.0K
Event2026-03-31
Filed2026-05-08
BKGI
BNY MELLON ETF TRUST
902.12%
Shares121.9K
Event2026-03-31
Filed2026-05-08
ARES
ARES MANAGEMENT CORPORATION
4.32%
Shares49.7K
Event2026-03-31
Filed2026-05-08
STLD
STEEL DYNAMICS INC
-14.50%
Shares30.1K
Event2026-03-31
Filed2026-05-08
HGER
HARBOR ETF TRUST
15.09%
Shares174.8K
Event2026-03-31
Filed2026-05-08
CGW
INVESCO EXCH TRADED FD TR II
2.09%
Shares84.8K
Event2026-03-31
Filed2026-05-08
FIRST CTZNS BANCSHARES INC D
FIRST CTZNS BANCSHARES INC D
4600.00%
Shares2.9K
Event2026-03-31
Filed2026-05-08
MMC
MARSH & MCLENNAN COS INC
14.06%
Shares31.1K
Event2026-03-31
Filed2026-05-08
SPYG
SPDR SERIES TRUST
1.81%
Shares54.5K
Event2026-03-31
Filed2026-05-08
CMG
CHIPOTLE MEXICAN GRILL INC
-12.63%
Shares165.9K
Event2026-03-31
Filed2026-05-08
SNX
TD SYNNEX CORPORATION
2.22%
Shares31.4K
Event2026-03-31
Filed2026-05-08
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
2.52%
Shares114.6K
Event2026-03-31
Filed2026-05-08

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Steward Partners Investment Advisory, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo