Sponsored

The Analysis of Stone House Investment Management, LLC's Holdings & P&L

Currently, Stone House Investment Management, LLC holds 1069 types of securities in its portfolio with a total value $558.1M. In the most recent quarter, they have increased their positions in IVV (+38.2K shares, valued at $24.9M), EFG (+143.8K shares, valued at $16.0M), GOVT (+541.5K shares, valued at $12.4M); decreased their positions in SPYM (-797.6K shares, valued at $61.0M), IXUS (-328.2K shares, valued at $28.6M), OEF (-81.8K shares, valued at $26.0M); initiated new positions in WMS (+5.1K shares, valued at $695.9K), FMUN (+2.8K shares, valued at $140.0K), JD (+4.0K shares, valued at $118.3K).

1M P&L

+19.7M+3.39%

3M P&L

+18.2M+3.13%

HY P&L

+46.8M+8.44%

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/A498.0M

90.6%

2Household & Personal Products30.1M

5.5%

3Banks - Regional2.9M

0.5%

Top Industries by Stock Count

1N/A149 stocks

15.2%

2Banks - Regional57 stocks

5.8%

3Biotechnology49 stocks

5.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR100.8K shares60.95%2026-03-312026-04-22

IUSB ISHARES TR977.2K shares3.63%2026-03-312026-04-22

IVE ISHARES TR177.2K shares-10.96%2026-03-312026-04-22

IVW ISHARES TR296.8K shares5.39%2026-03-312026-04-22

DYNF BLACKROCK ETF TRUST574.0K shares-12.78%2026-03-312026-04-22

IEMG ISHARES INC448.4K shares-7.38%2026-03-312026-04-22

PG PROCTER & GAMBLE CO208.2K shares-4.93%2026-03-312026-04-22

FBND FIDELITY MERRIMACK STR TR652.9K shares-18.50%2026-03-312026-04-22

Sponsored

EFV ISHARES TR383.6K shares-1.61%2026-03-312026-04-22

TLH ISHARES TR181.5K shares4.31%2026-03-312026-04-22

EFG ISHARES TR159.1K shares937.33%2026-03-312026-04-22

QUAL ISHARES TR86.1K shares2.24%2026-03-312026-04-22

FENI FIDELITY COVINGTON TRUST443.3K shares34.74%2026-03-312026-04-22

BAI BLACKROCK ETF TRUST470.0K shares10.72%2026-03-312026-04-22

MTUM ISHARES TR62.8K shares6.34%2026-03-312026-04-22

THRO BLACKROCK ETF TRUST415.5K shares5.16%2026-03-312026-04-22

Sponsored

MBB ISHARES TR140.9K shares4.11%2026-03-312026-04-22

GOVT ISHARES TR565.8K shares2227.34%2026-03-312026-04-22

ITA ISHARES TR49.1K shares74.41%2026-03-312026-04-22

IAGG ISHARES TR204.8K shares6.61%2026-03-312026-04-22

MUB ISHARES TR63.3K shares17.67%2026-03-312026-04-22

BINC BLACKROCK ETF TRUST II126.1K shares-18.60%2026-03-312026-04-22

ISHARES GOLD TR ISHARES GOLD TR45.8K shares-64.24%2026-03-312026-04-22

ISTB ISHARES TR48.7K shares3.35%2026-03-312026-04-22

Sponsored

AAPL APPLE INC8.1K shares13.11%2026-03-312026-04-22

NVDA NVIDIA CORPORATION7.5K shares4.58%2026-03-312026-04-22

AMZN AMAZON COM INC6.1K shares1.22%2026-03-312026-04-22

CZNC CITIZENS & NORTHN CORP56.4K shares-11.52%2026-03-312026-04-22

ALPHABET INC ALPHABET INC3.5K shares24.56%2026-03-312026-04-22

AGG ISHARES TR9.0K shares0.73%2026-03-312026-04-22

ALPHABET INC ALPHABET INC2.7K shares0.00%2026-03-312026-04-22

MSFT MICROSOFT CORP1.9K shares2.67%2026-03-312026-04-22

Sponsored

WMS ADVANCED DRAIN SYS INC DEL5.1K sharesnew addition2026-03-312026-04-22

JPIE J P MORGAN EXCHANGE TRADED F14.0K shares101.59%2026-03-312026-04-22

VONG VANGUARD SCOTTSDALE FDS5.4K shares-1.61%2026-03-312026-04-22

IJH ISHARES TR8.5K shares0.37%2026-03-312026-04-22

VO VANGUARD INDEX FDS2.0K shares0.41%2026-03-312026-04-22

PFIS PEOPLES FINL SVCS CORP10.2K shares0.14%2026-03-312026-04-22

OEF ISHARES TR1.6K shares-98.05%2026-03-312026-04-22

FQAL FIDELITY COVINGTON TRUST7.1K shares5.61%2026-03-312026-04-22

Sponsored

XOM EXXON MOBIL CORP3.0K shares32.08%2026-03-312026-04-22

VGSH VANGUARD SCOTTSDALE FDS8.5K shares40.84%2026-03-312026-04-22

IUSV ISHARES TR4.8K shares0.79%2026-03-312026-04-22

VTV VANGUARD INDEX FDS2.5K shares1.01%2026-03-312026-04-22

PNC PNC FINL SVCS GROUP INC2.0K shares201000.00%2026-03-312026-04-22

VEA VANGUARD TAX-MANAGED FDS6.5K shares-11.88%2026-03-312026-04-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.1K shares-1.59%2026-03-312026-04-22

USMV ISHARES TR4.1K shares1.32%2026-03-312026-04-22

Sponsored

CB CHUBB LTD SWITZ1.1K shares0.35%2026-03-312026-04-22

AMD ADVANCED MICRO DEVICES INC1.8K shares-0.44%2026-03-312026-04-22

BNDX VANGUARD CHARLOTTE FDS7.3K shares78.39%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO1.2K shares-3.20%2026-03-312026-04-22

VANGUARD INDEX FDS VANGUARD INDEX FDS562 shares129.39%2026-03-312026-04-22

WMT WALMART INC2.7K shares0.04%2026-03-312026-04-22

SPTI SPDR SERIES TRUST11.5K shares98.94%2026-03-312026-04-22

BND VANGUARD BD INDEX FDS4.4K shares94.04%2026-03-312026-04-22

Sponsored

GLD SPDR GOLD TR715 shares7.52%2026-03-312026-04-22

TSLA TESLA INC749 shares-1.58%2026-03-312026-04-22

FBTC FIDELITY WISE ORIGIN BITCOIN4.7K shares65.83%2026-03-312026-04-22

ICVT ISHARES TR2.6K shares-48.77%2026-03-312026-04-22

VYM VANGUARD WHITEHALL FDS1.7K shares4.64%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T385 shares-7.45%2026-03-312026-04-22

AIQ GLOBAL X FDS5.2K shares-19.80%2026-03-312026-04-22

GE AEROSPACE GE AEROSPACE848 shares0.00%2026-03-312026-04-22

Sponsored

JMEE J P MORGAN EXCHANGE TRADED F3.6K shares1.04%2026-03-312026-04-22

HD HOME DEPOT INC693 shares17.06%2026-03-312026-04-22

DLN WISDOMTREE TR2.5K shares0.00%2026-03-312026-04-22

CBU COMMUNITY FINANCIAL SYSTEM I3.8K shares0.00%2026-03-312026-04-22

TJX TJX COS INC NEW1.4K shares2.42%2026-03-312026-04-22

NBTB NBT BANCORP INC5.2K shares0.02%2026-03-312026-04-22

VUG VANGUARD INDEX FDS498 shares4.62%2026-03-312026-04-22

MU MICRON TECHNOLOGY INC629 shares1267.39%2026-03-312026-04-22

Sponsored

COST COSTCO WHOLESALE CORPORATION212 shares0.47%2026-03-312026-04-22

SPHQ INVESCO EXCHANGE TRADED FD T2.8K shares74.12%2026-03-312026-04-22

EMXC ISHARES INC2.6K shares-19.94%2026-03-312026-04-22

UGI UGI CORP NEW5.6K shares0.50%2026-03-312026-04-22

META META PLATFORMS INC353 shares-25.53%2026-03-312026-04-22

HON HONEYWELL INTL INC876 shares397.73%2026-03-312026-04-22

GDX VANECK ETF TRUST2.1K shares8.26%2026-03-312026-04-22

IYW ISHARES TR1.1K shares-80.96%2026-03-312026-04-22

Sponsored

INVESCO QQQ TR INVESCO QQQ TR333 shares-13.28%2026-03-312026-04-22

LOW LOWES COS INC794 shares-11.38%2026-03-312026-04-22

CVX CHEVRON CORPORATION886 shares-16.81%2026-03-312026-04-22

DGRO ISHARES TR2.6K shares0.43%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL371 shares50.20%2026-03-312026-04-22

GVAL CAMBRIA ETF TR5.3K shares0.00%2026-03-312026-04-22

FTEC FIDELITY COVINGTON TRUST829 shares0.00%2026-03-312026-04-22

GEV GE VERNOVA INC197 shares0.51%2026-03-312026-04-22

Sponsored

XLV SELECT SECTOR SPDR TR1.2K shares6.11%2026-03-312026-04-22

EXE EXPAND ENERGY CORPORATION1.6K shares7.71%2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC1.4K shares12.99%2026-03-312026-04-22

BA BOEING CO845 shares49.56%2026-03-312026-04-22

MCD MCDONALDS CORP539 shares0.94%2026-03-312026-04-22

PEP PEPSICO INC1.1K shares6.70%2026-03-312026-04-22

SCHD SCHWAB STRATEGIC TR5.3K shares110.67%2026-03-312026-04-22

VYMI VANGUARD WHITEHALL FDS1.6K shares1.12%2026-03-312026-04-22

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP444 shares9.09%2026-03-312026-04-22

IBM INTERNATIONAL BUSINESS MACHS612 shares-16.96%2026-03-312026-04-22

JEPI J P MORGAN EXCHANGE TRADED F2.5K shares0.00%2026-03-312026-04-22

FMUN FIDELITY MERRIMACK STR TR2.8K sharesnew addition2026-03-312026-04-22

MAR MARRIOTT INTL INC NEW426 shares0.00%2026-03-312026-04-22

IWV ISHARES TR368 shares-2.39%2026-03-312026-04-22

SPXL DIREXION SHARES ETF TRUST728 shares-86.94%2026-03-312026-04-22

FIX COMFORT SYS USA INC96 shares0.00%2026-03-312026-04-22

Sponsored

KO COCA COLA CO1.7K shares9.03%2026-03-312026-04-22

IBDV ISHARES TR5.7K shares0.00%2026-03-312026-04-22

STIP ISHARES TR1.1K shares-1.29%2026-03-312026-04-22

JD JD.COM INC4.0K sharesnew addition2026-03-312026-04-22

ABBV ABBVIE INC530 shares7.94%2026-03-312026-04-22

FE FIRSTENERGY CORP2.3K shares0.81%2026-03-312026-04-22

MA MASTERCARD INCORPORATED227 shares-4.22%2026-03-312026-04-22

NSC NORFOLK SOUTHN CORP393 shares0.00%2026-03-312026-04-22

Sponsored

GNR SPDR INDEX SHS FDS1.5K shares-3.72%2026-03-312026-04-22

PLTR PALANTIR TECHNOLOGIES INC760 shares-12.14%2026-03-312026-04-22

DFEM DIMENSIONAL ETF TRUST3.1K shares0.90%2026-03-312026-04-22

PM PHILIP MORRIS INTL INC652 shares33.33%2026-03-312026-04-22

SO SOUTHERN CO1.1K shares-0.54%2026-03-312026-04-22

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC1.1K shares6.57%2026-03-312026-04-22

IJR ISHARES TR825 shares4.04%2026-03-312026-04-22

IEFA ISHARES TR1.1K shares2.73%2026-03-312026-04-22

Sponsored

VLO VALERO ENERGY CORP412 shares0.00%2026-03-312026-04-22

FTRB FEDERATED HERMES ETF TRUST4.0K sharesnew addition2026-03-312026-04-22

RDDT REDDIT INC750 shares200.00%2026-03-312026-04-22

AUPH AURINIA PHARMACEUTICALS INC6.6K sharesnew addition2026-03-312026-04-22

PJAN INNOVATOR ETFS TRUST2.1K sharesnew addition2026-03-312026-04-22

EPI WISDOMTREE TR2.4K sharesnew addition2026-03-312026-04-22

FLIN FRANKLIN TEMPLETON ETF TR2.9K sharesnew addition2026-03-312026-04-22

UNH UNITEDHEALTH GROUP INC354 shares-9.46%2026-03-312026-04-22

Sponsored

XLU SELECT SECTOR SPDR TR2.0K shares5.92%2026-03-312026-04-22

PBR PETROLEO BRASILEIRO S A4.5K sharesnew addition2026-03-312026-04-22

AMGN AMGEN INC257 shares5.33%2026-03-312026-04-22

IBIT ISHARES BITCOIN TRUST ETF2.3K shares-44.38%2026-03-312026-04-22

SLV ISHARES SILVER TR1.3K shares-7.18%2026-03-312026-04-22

SCHG SCHWAB STRATEGIC TR2.9K shares52.63%2026-03-312026-04-22

LLY ELI LILLY & CO89 shares9.88%2026-03-312026-04-22

SPMO INVESCO EXCH TRADED FD TR II731 shares22.65%2026-03-312026-04-22

Sponsored

GWW WW GRAINGER INC75 shares0.00%2026-03-312026-04-22

ADI ANALOG DEVICES INC255 shares0.00%2026-03-312026-04-22

LEU CENTRUS ENERGY CORP459 shares0.22%2026-03-312026-04-22

SHV ISHARES TR704 shares6.18%2026-03-312026-04-22

IWM ISHARES TR310 shares-5.49%2026-03-312026-04-22

EATON CORP PLC EATON CORP PLC209 shares0.00%2026-03-312026-04-22

SJM SMUCKER J M CO768 shares0.66%2026-03-312026-04-22

NVO NOVO-NORDISK A S2.0K sharesnew addition2026-03-312026-04-22

Sponsored

XOP SPDR SERIES TRUST400 sharesnew addition2026-03-312026-04-22

POCT INNOVATOR ETFS TRUST1.6K shares0.00%2026-03-312026-04-22

NKE NIKE INC1.3K shares321.54%2026-03-312026-04-22

HEFA ISHARES TR1.6K shares-8.41%2026-03-312026-04-22

CRWD CROWDSTRIKE HLDGS INC170 shares-39.50%2026-03-312026-04-22

ABT ABBOTT LABORATORIES638 shares0.00%2026-03-312026-04-22

EMB ISHARES TR696 shares-97.97%2026-03-312026-04-22

YUM YUM BRANDS INC408 shares0.00%2026-03-312026-04-22

Sponsored

BWXT BWX TECHNOLOGIES INC310 shares0.00%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON254 shares28.93%2026-03-312026-04-22

THE CIGNA GROUP THE CIGNA GROUP231 shares11.59%2026-03-312026-04-22

FREL FIDELITY COVINGTON TRUST2.3K shares2.53%2026-03-312026-04-22

BLACKROCK INC BLACKROCK INC63 shares26.00%2026-03-312026-04-22

CENCORA INC CENCORA INC191 shares0.00%2026-03-312026-04-22

EFA ISHARES TR618 shares-2.68%2026-03-312026-04-22

PANW PALO ALTO NETWORKS INC367 shares-37.26%2026-03-312026-04-22

Sponsored

MTB M & T BK CORP282 shares-14.29%2026-03-312026-04-22

CMDY ISHARES U S ETF TR979 shares2.41%2026-03-312026-04-22

XLSR SSGA ACTIVE TR995 shares4.63%2026-03-312026-04-22

SUB ISHARES TR528 shares-23.26%2026-03-312026-04-22

ICE INTERCONTINENTAL EXCHANGE IN357 shares0.00%2026-03-312026-04-22

FMDE FIDELITY COVINGTON TRUST1.5K shares0.33%2026-03-312026-04-22

MPC MARATHON PETE CORP226 shares-37.74%2026-03-312026-04-22

TSCO TRACTOR SUPPLY CO1.2K shares0.00%2026-03-312026-04-22

Sponsored

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST2.9K sharesnew addition2026-03-312026-04-22

XME SPDR SERIES TRUST500 shares1751.85%2026-03-312026-04-22

MELI MERCADOLIBRE INC31 shares0.00%2026-03-312026-04-22

HL HECLA MINING COMPANY2.9K shares1.57%2026-03-312026-04-22

DVN DEVON ENERGY CORP NEW1.1K shares0.57%2026-03-312026-04-22

CEG CONSTELLATION ENERGY CORP188 shares-1.05%2026-03-312026-04-22

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC536 shares209.83%2026-03-312026-04-22

BNO UNITED STS BRENT OIL FD LP1.0K sharesnew addition2026-03-312026-04-22

Sponsored

LTBR LIGHTBRIDGE CORP4.9K shares0.00%2026-03-312026-04-22

OKLO OKLO INC1.0K shares-58.51%2026-03-312026-04-22

VZ VERIZON COMMUNICATIONS INC1.0K shares7.77%2026-03-312026-04-22

SPDW SPDR INDEX SHS FDS1.1K shares1.20%2026-03-312026-04-22

ORKA ORUKA THERAPEUTICS INC1.0K shares0.20%2026-03-312026-04-22

IFGL ISHARES TR2.2K shares2.96%2026-03-312026-04-22

USAS AMERICAS GOLD AND SILVER COR9.3K shares0.00%2026-03-312026-04-22

TIP ISHARES TR433 shares9.34%2026-03-312026-04-22

Sponsored

LMND LEMONADE INC750 sharesnew addition2026-03-312026-04-22

NEE NEXTERA ENERGY INC501 shares200.00%2026-03-312026-04-22

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL118 shares0.00%2026-03-312026-04-22

BROADCOM INC BROADCOM INC147 shares23.53%2026-03-312026-04-22

PRU PRUDENTIAL FINL INC457 shares6.78%2026-03-312026-04-22

XLK SELECT SECTOR SPDR TR336 shares88.76%2026-03-312026-04-22

PSX PHILLIPS 66245 shares18.36%2026-03-312026-04-22

BROS DUTCH BROS INC874 shares0.11%2026-03-312026-04-22

Sponsored

KMI KINDER MORGAN INC DEL1.3K shares34.66%2026-03-312026-04-22

PFE PFIZER INC1.5K shares704.76%2026-03-312026-04-22

DGRW WISDOMTREE TR483 shares0.00%2026-03-312026-04-22

EOG EOG RES INC289 shares3.21%2026-03-312026-04-22

INTF ISHARES TR1.1K shares0.00%2026-03-312026-04-22

CRM SALESFORCE INC220 shares-16.98%2026-03-312026-04-22

AMT AMERICAN TOWER CORP236 shares2.16%2026-03-312026-04-22

T AT&T INC1.4K shares83.12%2026-03-312026-04-22

Sponsored

COP CONOCOPHILLIPS299 shares0.34%2026-03-312026-04-22

WFC WELLS FARGO & CO494 shares-1.79%2026-03-312026-04-22

CCJ CAMECO CORP362 shares1.40%2026-03-312026-04-22

SPEM SPDR INDEX SHS FDS831 shares0.00%2026-03-312026-04-22

ENVX ENOVIX CORPORATION7.5K shares0.00%2026-03-312026-04-22

RTX RTX CORPORATION200 shares129.89%2026-03-312026-04-22

TSM TAIWAN SEMICONDUCTOR MANUFAC114 shares20.00%2026-03-312026-04-22

TFPM TRIPLE FLAG PRECIOUS METAL1.1K shares288.07%2026-03-312026-04-22

Sponsored

VTI VANGUARD INDEX FDS116 shares0.00%2026-03-312026-04-22

YUMC YUM CHINA HLDGS INC760 shares20.83%2026-03-312026-04-22

VRTX VERTEX PHARMACEUTICALS INC83 shares7.79%2026-03-312026-04-22

MTZ MASTEC INC114 shares0.88%2026-03-312026-04-22

D DOMINION ENERGY INC593 shares1753.13%2026-03-312026-04-22

SCCO SOUTHERN COPPER CORP213 shares3.40%2026-03-312026-04-22

WDS WOODSIDE ENERGY GROUP LTD1.5K shares0.00%2026-03-312026-04-22

TTI TETRA TECHNOLOGIES INC DEL4.2K shares0.00%2026-03-312026-04-22

Sponsored

QBTS D-WAVE QUANTUM INC2.4K shares20.32%2026-03-312026-04-22

LMT LOCKHEED MARTIN CORP58 shares3.57%2026-03-312026-04-22

AGX ARGAN INC63 shares1.61%2026-03-312026-04-22

BLACKSTONE INC BLACKSTONE INC297 shares-10.00%2026-03-312026-04-22

CMG CHIPOTLE MEXICAN GRILL INC1.1K shares-4.58%2026-03-312026-04-22

CME CME GROUP INC114 shares44.30%2026-03-312026-04-22

TGTX TG THERAPEUTICS INC1.0K shares-0.30%2026-03-312026-04-22

IDV ISHARES TR780 shares0.00%2026-03-312026-04-22

Sponsored

MMC MARSH & MCLENNAN COS INC190 shares0.00%2026-03-312026-04-22

INSM INSMED INC200 shares-0.99%2026-03-312026-04-22

HCA HCA HEALTHCARE INC68 sharesnew addition2026-03-312026-04-22

MDLZ MONDELEZ INTL INC558 shares-19.71%2026-03-312026-04-22

GRMN GARMIN LTD135 shares48.35%2026-03-312026-04-22

CVS CVS HEALTH CORP430 shares4.12%2026-03-312026-04-22

WMB WILLIAMS COS INC419 shares44.48%2026-03-312026-04-22

SHOP SHOPIFY INC257 shares13.22%2026-03-312026-04-22

Sponsored

SLB SLB LIMITED593 shares0.00%2026-03-312026-04-22

CZFS CITIZENS FINL SVCS INC496 shares0.00%2026-03-312026-04-22

CSCO CISCO SYS INC390 shares21.12%2026-03-312026-04-22

UAL UNITED AIRLS HLDGS INC324 shares0.00%2026-03-312026-04-22

CMI CUMMINS INC55 shares30.95%2026-03-312026-04-22

ET ENERGY TRANSFER L P1.5K shares20.62%2026-03-312026-04-22

STLA STELLANTIS N.V4.0K sharesnew addition2026-03-312026-04-22

BURL BURLINGTON STORES INC87 shares0.00%2026-03-312026-04-22

Sponsored

SPMD SPDR SERIES TRUST478 shares-10.65%2026-03-312026-04-22

EEM ISHARES TR498 shares11.66%2026-03-312026-04-22

SCHW SCHWAB CHARLES CORP298 shares11.61%2026-03-312026-04-22

MAS MASCO CORP455 shares-15.58%2026-03-312026-04-22

UEC URANIUM ENERGY CORP2.0K shares0.80%2026-03-312026-04-22

AGI ALAMOS GOLD INC611 shares511.00%2026-03-312026-04-22

HAL HALLIBURTON CO693 shares0.73%2026-03-312026-04-22

BTU PEABODY ENGR CORP818 shares32.79%2026-03-312026-04-22

Sponsored

XCEM COLUMBIA ETF TR II660 shares0.00%2026-03-312026-04-22

SBAC SBA COMMUNICATIONS CORP154 shares0.65%2026-03-312026-04-22

SLYG SPDR SERIES TRUST272 shares0.00%2026-03-312026-04-22

CAT CATERPILLAR INC37 shares0.00%2026-03-312026-04-22

UMH UMH PPTYS INC1.8K shares0.00%2026-03-312026-04-22

VKTX VIKING THERAPEUTICS INC800 shares0.00%2026-03-312026-04-22

NEM NEWMONT CORP237 shares9.22%2026-03-312026-04-22

XAR SPDR SERIES TRUST100 shares0.00%2026-03-312026-04-22

Sponsored

EPD ENTERPRISE PRODS PARTNERS L646 shares0.00%2026-03-312026-04-22

NFLX NETFLIX INC.253 shares75.69%2026-03-312026-04-22

BARRICK MNG CORP BARRICK MNG CORP580 shares4.88%2026-03-312026-04-22

AMAT APPLIED MATLS INC69 shares102.94%2026-03-312026-04-22

TMUS T-MOBILE US INC111 shares0.91%2026-03-312026-04-22

MO ALTRIA GROUP INC353 shares153.96%2026-03-312026-04-22

XLE SELECT SECTOR SPDR TR380 shares0.00%2026-03-312026-04-22

JMIA JUMIA TECHNOLOGIES AG3.4K shares0.00%2026-03-312026-04-22

Sponsored

EQT CORP EQT CORP362 shares262.00%2026-03-312026-04-22

SSRM SSR MINING IN783 shares213.20%2026-03-312026-04-22

MAREX GROUP PLC MAREX GROUP PLC501 shares29.79%2026-03-312026-04-22

CROWN CASTLE INC CROWN CASTLE INC271 shares1.50%2026-03-312026-04-22

IVLU ISHARES TR550 shares0.00%2026-03-312026-04-22

TFC TRUIST FINL CORP473 shares68.93%2026-03-312026-04-22

UUUU ENERGY FUELS INC1.2K shares0.00%2026-03-312026-04-22

CAVA CAVA GROUP INC266 shares4.31%2026-03-312026-04-22

Sponsored

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET700 sharesnew addition2026-03-312026-04-22

CW CURTISS WRIGHT CORP30 shares0.00%2026-03-312026-04-22

EQUIPMENTSHARE COM INC EQUIPMENTSHARE COM INC1.0K sharesnew addition2026-03-312026-04-22

TAK TAKEDA PHARMACEUTICAL CO LTD1.1K sharesnew addition2026-03-312026-04-22

SPSM SPDR SERIES TRUST410 shares-14.41%2026-03-312026-04-22

DEFINIUM THERAPEUTICS INC DEFINIUM THERAPEUTICS INC1.0K sharesnew addition2026-03-312026-04-22

CPNG COUPANG INC1.0K shares0.00%2026-03-312026-04-22

TXN TEXAS INSTRS INC96 shares146.15%2026-03-312026-04-22

Sponsored

GRAYSCALE SOLANA STAKING ETF GRAYSCALE SOLANA STAKING ETF3.0K sharesnew addition2026-03-312026-04-22

NUE NUCOR CORP109 shares0.00%2026-03-312026-04-22

GLW CORNING INC135 shares-2.88%2026-03-312026-04-22

STRL STERLING INFRASTRUCTURE INC45 shares0.00%2026-03-312026-04-22

KEY KEYCORP878 shares70.49%2026-03-312026-04-22

PSA PUBLIC STORAGE OPER CO64 sharesnew addition2026-03-312026-04-22

NOC NORTHROP GRUMMAN CORP25 shares0.00%2026-03-312026-04-22

GILD GILEAD SCIENCES INC124 shares853.85%2026-03-312026-04-22

Sponsored

NBBK NB BANCORP INC818 sharesnew addition2026-03-312026-04-22

ED CONSOLIDATED EDISON INC152 shares2.01%2026-03-312026-04-22

HWM HOWMET AEROSPACE INC74 shares0.00%2026-03-312026-04-22

HSY HERSHEY CO82 shares43.86%2026-03-312026-04-22

KVUE KENVUE INC986 shares24.03%2026-03-312026-04-22

DTM DT MIDSTREAM INC126 shares207.32%2026-03-312026-04-22

CELESTICA INC CELESTICA INC60 sharesnew addition2026-03-312026-04-22

VST VISTRA CORP112 shares-1.75%2026-03-312026-04-22

Sponsored

NNE NANO NUCLEAR ENERGY INC800 shares-47.30%2026-03-312026-04-22

STOK STOKE THERAPEUTICS INC500 shares0.00%2026-03-312026-04-22

BAC BANK AMERICA CORP327 shares0.62%2026-03-312026-04-22

GTLS CHART INDS INC77 shares0.00%2026-03-312026-04-22

WEC ENERGY GROUP INC WEC ENERGY GROUP INC137 shares52.22%2026-03-312026-04-22

OKE ONEOK INC NEW175 shares4.79%2026-03-312026-04-22

EQX EQUINOX GOLD CORP1.1K shares0.00%2026-03-312026-04-22

TPL TEXAS PACIFIC LAND CORPORATI33 shares0.00%2026-03-312026-04-22

Sponsored

TER TERADYNE INC52 shares1.96%2026-03-312026-04-22

XLC SELECT SECTOR SPDR TR138 sharesnew addition2026-03-312026-04-22

BITWISE XRP ETF BITWISE XRP ETF1.0K sharesnew addition2026-03-312026-04-22

LITE LUMENTUM HLDGS INC21 shares5.00%2026-03-312026-04-22

IGE ISHARES TR228 shares-18.28%2026-03-312026-04-22

SPYG SPDR SERIES TRUST144 shares0.00%2026-03-312026-04-22

FAST FASTENAL CO295 shares96.67%2026-03-312026-04-22

SIVR ABRDN SILVER ETF TRUST191 shares0.00%2026-03-312026-04-22

Sponsored

FCX FREEPORT MCMORAN INC232 shares0.00%2026-03-312026-04-22

LHX L3HARRIS TECHNOLOGIES INC39 shares0.00%2026-03-312026-04-22

ORCL ORACLE CORP91 shares-3.19%2026-03-312026-04-22

MS MORGAN STANLEY80 shares0.00%2026-03-312026-04-22

AXP AMERICAN EXPRESS CO43 shares-6.52%2026-03-312026-04-22

DLO DLOCAL LTD1.0K shares0.00%2026-03-312026-04-22

DE DEERE & CO23 shares0.00%2026-03-312026-04-22

FTI TECHNIPFMC PLC186 shares0.00%2026-03-312026-04-22

Sponsored

JHG JANUS HENDERSON GROUP PLC248 sharesnew addition2026-03-312026-04-22

RF REGIONS FINANCIAL CORP NEW480 shares118.18%2026-03-312026-04-22

BUD ANHEUSER BUSCH INBEV SA NV180 shares0.00%2026-03-312026-04-22

E ENI SPA220 shares83.33%2026-03-312026-04-22

GEHC GE HEALTHCARE TECHNOLOGIES I174 shares-15.53%2026-03-312026-04-22

EMR EMERSON ELEC CO94 shares147.37%2026-03-312026-04-22

CTVA CORTEVA INC144 shares0.00%2026-03-312026-04-22

LDOS LEIDOS HOLDINGS INC76 shares0.00%2026-03-312026-04-22

Sponsored

PPTA PERPETUA RESOURCES CORP416 shares8.33%2026-03-312026-04-22

VIG VANGUARD SPECIALIZED FUNDS54 shares0.00%2026-03-312026-04-22

CMCSA COMCAST CORP NEW402 shares145.12%2026-03-312026-04-22

SMR NUSCALE PWR CORP1.1K shares-70.60%2026-03-312026-04-22

IAUM ISHARES GOLD TR245 shares0.00%2026-03-312026-04-22

DNN DENISON MINES CORP3.2K shares0.00%2026-03-312026-04-22

UAMY UNITED STATES ANTIMONY CORP1.3K shares0.00%2026-03-312026-04-22

NWFL NORWOOD FINANCIAL CORP379 shares0.00%2026-03-312026-04-22

Sponsored

GFS GLOBALFOUNDRIES INC250 shares66.67%2026-03-312026-04-22

CUBE CUBESMART303 shares158.97%2026-03-312026-04-22

SPYM SPDR SERIES TRUST145 shares-99.98%2026-03-312026-04-22

VRT VERTIV HOLDINGS CO44 shares0.00%2026-03-312026-04-22

FNB F N B CORP658 shares0.00%2026-03-312026-04-22

DIS DISNEY WALT CO114 shares0.00%2026-03-312026-04-22

GWX SPDR INDEX SHS FDS259 shares-4.78%2026-03-312026-04-22

BOH BANK HAWAII CORP141 shares12.80%2026-03-312026-04-22

Sponsored

NAMS NEWAMSTERDAM PHARMA COMPANY325 shares0.00%2026-03-312026-04-22

BTG B2GOLD CORP2.3K shares0.00%2026-03-312026-04-22

CERY SPDR SERIES TRUST289 shares45.96%2026-03-312026-04-22

SNDK SANDISK CORP16 shares45.45%2026-03-312026-04-22

INSW INTERNATIONAL SEAWAYS INC138 shares1.47%2026-03-312026-04-22

COHERENT CORP COHERENT CORP42 shares5.00%2026-03-312026-04-22

COLB COLUMBIA BKG SYS INC361 shares1.12%2026-03-312026-04-22

AEM AGNICO EAGLE MINES LTD48 shares0.00%2026-03-312026-04-22

Sponsored

ROCKET LAB CORP ROCKET LAB CORP150 shares23.97%2026-03-312026-04-22

TT TRANE TECHNOLOGIES PLC23 shares2200.00%2026-03-312026-04-22

COEUR MNG INC COEUR MNG INC507 shares5533.33%2026-03-312026-04-22

MET METLIFE INC134 shares0.00%2026-03-312026-04-22

MP MP MATERIALS CORP196 shares75.00%2026-03-312026-04-22

BABA ALIBABA GROUP HLDG LTD75 shares-3.85%2026-03-312026-04-22

AME AMETEK INC44 shares0.00%2026-03-312026-04-22

HASI HA SUSTAINABLE INFRA CAP INC256 shares0.00%2026-03-312026-04-22

Sponsored

KGC KINROSS GOLD CORP307 shares3.37%2026-03-312026-04-22

TRX GOLD CORPORATION TRX GOLD CORPORATION6.2K shares0.00%2026-03-312026-04-22

TOTALENERGIES SE TOTALENERGIES SE102 shares0.00%2026-03-312026-04-22

KTB KONTOOR BRANDS INC131 sharesnew addition2026-03-312026-04-22

BBWI BATH & BODY WORKS INC491 sharesnew addition2026-03-312026-04-22

SAN BANCO SANTANDER SA809 shares0.00%2026-03-312026-04-22

CCL CARNIVAL CORP350 shares0.00%2026-03-312026-04-22

TXNM TXNM ENERGY INC155 shares638.10%2026-03-312026-04-22

Sponsored

CORZ CORE SCIENTIFIC INC NEW600 shares0.00%2026-03-312026-04-22

BOW BOWHEAD SPECIALTY HLDGS INC397 shares134.91%2026-03-312026-04-22

EWJ ISHARES INC105 shares0.00%2026-03-312026-04-22

XEL XCEL ENERGY INC111 shares177.50%2026-03-312026-04-22

PWR QUANTA SVCS INC16 shares33.33%2026-03-312026-04-22

V VISA INC29 shares61.11%2026-03-312026-04-22

XLF SELECT SECTOR SPDR TR175 sharesnew addition2026-03-312026-04-22

ECG EVERUS CONSTR GROUP73 shares0.00%2026-03-312026-04-22

Sponsored

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY107 shares0.00%2026-03-312026-04-22

EXC EXELON CORP171 shares0.00%2026-03-312026-04-22

REXR REXFORD INDL RLTY INC255 sharesnew addition2026-03-312026-04-22

SA SEABRIDGE GOLD INC294 shares0.00%2026-03-312026-04-22

AA ALCOA CORP125 shares78.57%2026-03-312026-04-22

AEP AMERICAN ELEC PWR CO INC63 shares16.67%2026-03-312026-04-22

BLCO BAUSCH PLUS LOMB CORP508 sharesnew addition2026-03-312026-04-22

BKR BAKER HUGHES COMPANY132 shares0.00%2026-03-312026-04-22

Sponsored

NE NOBLE CORP PLC164 sharesnew addition2026-03-312026-04-22

URI UNITED RENTALS INC11 shares0.00%2026-03-312026-04-22

QNITY ELECTRONICS INC QNITY ELECTRONICS INC69 shares0.00%2026-03-312026-04-22

ASML ASML HLDG NV6 shares-40.00%2026-03-312026-04-22

ETR ENTERGY CORP NEW70 shares-34.58%2026-03-312026-04-22

MHK MOHAWK INDS INC79 shares0.00%2026-03-312026-04-22

EWY ISHARES INC63 shares0.00%2026-03-312026-04-22

NRG NRG ENERGY INC53 shares0.00%2026-03-312026-04-22

Sponsored

BHP BHP BILLITON LIMITED106 shares0.00%2026-03-312026-04-22

CL COLGATE PALMOLIVE CO89 shares43.55%2026-03-312026-04-22

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND38 shares-9.52%2026-03-312026-04-22

ASTRAZENECA PLC ASTRAZENECA PLC38 sharesnew addition2026-03-312026-04-22

CQP CHENIERE ENERGY PARTNERS L P115 sharesnew addition2026-03-312026-04-22

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW55 shares0.00%2026-03-312026-04-22

AG FIRST MAJESTIC SILVER CORP333 shares0.00%2026-03-312026-04-22

TBBB BBB FOODS INC201 shares105.10%2026-03-312026-04-22

Sponsored

KEYS KEYSIGHT TECHNOLOGIES INC25 shares0.00%2026-03-312026-04-22

KTOS KRATOS DEFENSE & SEC SOLUTIO100 shares100.00%2026-03-312026-04-22

BE BLOOM ENERGY CORP52 shares67.74%2026-03-312026-04-22

URTH ISHARES INC39 shares0.00%2026-03-312026-04-22

RCL ROYAL CARIBBEAN GROUP25 shares0.00%2026-03-312026-04-22

AFYA AFYA LTD468 sharesnew addition2026-03-312026-04-22

STM STMICROELECTRONICS N V200 shares100.00%2026-03-312026-04-22

PHM PULTE GROUP INC58 shares-6.45%2026-03-312026-04-22

Sponsored

VTR VENTAS INC83 shares-3.49%2026-03-312026-04-22

PPLT ABRDN PLATINUM ETF TRUST38 shares0.00%2026-03-312026-04-22

ARM ARM HOLDINGS PLC44 sharesnew addition2026-03-312026-04-22

HLN HALEON PLC663 shares95.58%2026-03-312026-04-22

FHN FIRST HORIZON CORPORATION289 shares0.00%2026-03-312026-04-22

HE HAWAIIAN ELEC INDS INC MTN B434 shares37.78%2026-03-312026-04-22

BKU BANKUNITED INC142 shares2.90%2026-03-312026-04-22

DEO DIAGEO PLC86 shares0.00%2026-03-312026-04-22

Sponsored

RDY DR REDDYS LABS LTD462 shares3200.00%2026-03-312026-04-22

ASM AVINO SILVER & GOLD MINES LT1.0K shares-76.05%2026-03-312026-04-22

XP XP INC332 shares621.74%2026-03-312026-04-22

URNM SPROTT FDS TR100 shares0.00%2026-03-312026-04-22

PUK PRUDENTIAL PLC219 shares59.85%2026-03-312026-04-22

MYRG MYR GROUP INC22 shares0.00%2026-03-312026-04-22

DAL DELTA AIR LINES INC93 shares0.00%2026-03-312026-04-22

CMC COMMERCIAL METALS CO100 shares0.00%2026-03-312026-04-22

Sponsored

SWKS SKYWORKS SOLUTIONS INC114 sharesnew addition2026-03-312026-04-22

UROY URANIUM RTY CORP1.7K shares0.00%2026-03-312026-04-22

FETH FIDELITY ETHEREUM FD290 sharesnew addition2026-03-312026-04-22

MDU MDU RES GROUP INC292 shares0.00%2026-03-312026-04-22

RIO RIO TINTO PLC64 shares36.17%2026-03-312026-04-22

KINIKSA PHARMACEUTICALS INTL KINIKSA PHARMACEUTICALS INTL123 shares200.00%2026-03-312026-04-22

THNQ EXCHANGE TRADED CONCEPTS TRU100 shares0.00%2026-03-312026-04-22

TMO THERMO FISHER SCIENTIFIC INC12 shares0.00%2026-03-312026-04-22

Sponsored

BCH BANCO DE CHILE158 shares17.91%2026-03-312026-04-22

CF CF INDUSTRIES HOLD45 shares0.00%2026-03-312026-04-22

IONQ IONQ INC200 shares300.00%2026-03-312026-04-22

MPW MEDICAL PROPERTIES TRUST INC1.2K shares115.30%2026-03-312026-04-22

ITW ILLINOIS TOOL WKS INC22 shares0.00%2026-03-312026-04-22

CRH PLC CRH PLC54 shares12.50%2026-03-312026-04-22

XLP SELECT SECTOR SPDR TR69 sharesnew addition2026-03-312026-04-22

ELV ELEVANCE HEALTH INC FORMERLY19 shares5.56%2026-03-312026-04-22

Sponsored

SPGI S&P GLOBAL INC13 shares44.44%2026-03-312026-04-22

SBUX STARBUCKS CORP62 shares58.97%2026-03-312026-04-22

WAB WABTEC22 shares0.00%2026-03-312026-04-22

ADP AUTOMATIC DATA PROCESSING IN27 shares0.00%2026-03-312026-04-22

STK COLUMBIA SELIGM PREM TECH GR144 shares0.00%2026-03-312026-04-22

MEDTRONIC PLC MEDTRONIC PLC63 shares-14.86%2026-03-312026-04-22

PRIM PRIMORIS SVCS CORP38 shares0.00%2026-03-312026-04-22

ASX ASE TECHNOLOGY HLDG CO LTD250 shares0.00%2026-03-312026-04-22

Sponsored

IVZ INVESCO LTD223 shares0.00%2026-03-312026-04-22

INVESCO GALAXY SOLANA ETF INVESCO GALAXY SOLANA ETF650 sharesnew addition2026-03-312026-04-22

ROAD CONSTRUCTION PARTNERS INC48 shares0.00%2026-03-312026-04-22

WSM WILLIAMS SONOMA INC29 sharesnew addition2026-03-312026-04-22

CORE NATURAL RESOURCES INC CORE NATURAL RESOURCES INC50 shares0.00%2026-03-312026-04-22

DHR DANAHER CORP DEL27 shares-6.90%2026-03-312026-04-22

XLY SELECT SECTOR SPDR TR46 sharesnew addition2026-03-312026-04-22

IGM ISHARES TR42 sharesnew addition2026-03-312026-04-22

Sponsored

APA CORPORATION APA CORPORATION117 shares0.86%2026-03-312026-04-22

CFG CITIZENS FINL GROUP INC82 shares0.00%2026-03-312026-04-22

ASTS AST SPACEMOBILE INC59 shares3.51%2026-03-312026-04-22

MMM 3M CO33 shares-34.00%2026-03-312026-04-22

IXUS ISHARES TR54 shares-99.98%2026-03-312026-04-22

ETHA ISHARES ETHEREUM TR295 shares0.00%2026-03-312026-04-22

TY TRI CONTL CORP147 shares0.68%2026-03-312026-04-22

MCHI ISHARES TR82 shares-15.46%2026-03-312026-04-22

Sponsored

ING ING GROEP N.V.176 shares0.00%2026-03-312026-04-22

TM TOYOTA MOTOR CORP22 shares0.00%2026-03-312026-04-22

SEE SEALED AIR CORP NEW108 shares535.29%2026-03-312026-04-22

ECL ECOLAB INC17 shares0.00%2026-03-312026-04-22

LGN LEGENCE CORP80 shares0.00%2026-03-312026-04-22

PCAR PACCAR INC39 shares0.00%2026-03-312026-04-22

MYGN MYRIAD GENETICS INC1.0K shares0.00%2026-03-312026-04-22

TIGO MILLICOM INTL CELLULAR S A60 shares0.00%2026-03-312026-04-22

Sponsored

UMC UNITED MICROELECTRONICS CORP495 shares0.00%2026-03-312026-04-22

BVN COMPANIA DE MINAS BUENAVENTU123 shares1950.00%2026-03-312026-04-22

APH AMPHENOL CORP35 shares0.00%2026-03-312026-04-22

INTC INTEL CORP100 shares222.58%2026-03-312026-04-22

MSI MOTOROLA SOLUTIONS INC10 shares11.11%2026-03-312026-04-22

AQST AQUESTIVE THERAPEUTICS INC1.0K shares4.40%2026-03-312026-04-22

PHG KONINKLIJKE PHILIPS N V158 shares1336.36%2026-03-312026-04-22

QCOM QUALCOMM INC33 shares-42.11%2026-03-312026-04-22

Sponsored

GROY GOLD ROYALTY CORP1.2K shares0.00%2026-03-312026-04-22

RIG TRANSOCEAN LTD648 shares102.50%2026-03-312026-04-22

ODD ODDITY TECH LTD320 shares3455.56%2026-03-312026-04-22

IDR IDAHO STRATEGIC RESOURCES128 shares0.00%2026-03-312026-04-22

ONTO ONTO INNOVATION INC20 sharesnew addition2026-03-312026-04-22

UPS UNITED PARCEL SVCS INC42 shares61.54%2026-03-312026-04-22

INDA ISHARES TR87 shares0.00%2026-03-312026-04-22

NVS NOVARTIS AG27 shares0.00%2026-03-312026-04-22

Sponsored

IFRA ISHARES TR70 shares0.00%2026-03-312026-04-22

PSIX POWER SOLUTIONS INTL INC65 shares-65.79%2026-03-312026-04-22

VALE VALE S A248 shares148.00%2026-03-312026-04-22

VXUS VANGUARD STAR FDS51 sharesnew addition2026-03-312026-04-22

TBPH THERAVANCE BIOPHARMA INC240 sharesnew addition2026-03-312026-04-22

CRWV COREWEAVE INC50 shares0.00%2026-03-312026-04-22

SHW SHERWIN WILLIAMS CO12 shares-7.69%2026-03-312026-04-22

DOW DOW HLDGS INC92 shares0.00%2026-03-312026-04-22

Sponsored

STARFIGHTERS SPACE INC STARFIGHTERS SPACE INC647 sharesnew addition2026-03-312026-04-22

PINS PINTEREST INC208 shares0.00%2026-03-312026-04-22

CNI CANADIAN NATL RY CO37 shares0.00%2026-03-312026-04-22

MKTX MARKETAXESS HLDGS INC23 sharesnew addition2026-03-312026-04-22

IVV

ISHARES TR

60.95%

Shares100.8K

Event2026-03-31

Filed2026-04-22

IUSB

ISHARES TR

3.63%

Shares977.2K

Event2026-03-31

Filed2026-04-22

IVE

ISHARES TR

-10.96%

Shares177.2K

Event2026-03-31

Filed2026-04-22

IVW

ISHARES TR

5.39%

Shares296.8K

Event2026-03-31

Filed2026-04-22

DYNF

BLACKROCK ETF TRUST

-12.78%

Shares574.0K

Event2026-03-31

Filed2026-04-22

IEMG

ISHARES INC

-7.38%

Shares448.4K

Event2026-03-31

Filed2026-04-22

PROCTER & GAMBLE CO

-4.93%

Shares208.2K

Event2026-03-31

Filed2026-04-22

FBND

FIDELITY MERRIMACK STR TR

-18.50%

Shares652.9K

Event2026-03-31

Filed2026-04-22

EFV

ISHARES TR

-1.61%

Shares383.6K

Event2026-03-31

Filed2026-04-22

TLH

ISHARES TR

4.31%

Shares181.5K

Event2026-03-31

Filed2026-04-22

EFG

ISHARES TR

937.33%

Shares159.1K

Event2026-03-31

Filed2026-04-22

QUAL

ISHARES TR

2.24%

Shares86.1K

Event2026-03-31

Filed2026-04-22

FENI

FIDELITY COVINGTON TRUST

34.74%

Shares443.3K

Event2026-03-31

Filed2026-04-22

BAI

BLACKROCK ETF TRUST

10.72%

Shares470.0K

Event2026-03-31

Filed2026-04-22

MTUM

ISHARES TR

6.34%

Shares62.8K

Event2026-03-31

Filed2026-04-22

THRO

BLACKROCK ETF TRUST

5.16%

Shares415.5K

Event2026-03-31

Filed2026-04-22

MBB

ISHARES TR

4.11%

Shares140.9K

Event2026-03-31

Filed2026-04-22

GOVT

ISHARES TR

2227.34%

Shares565.8K

Event2026-03-31

Filed2026-04-22

ITA

ISHARES TR

74.41%

Shares49.1K

Event2026-03-31

Filed2026-04-22

IAGG

ISHARES TR

6.61%

Shares204.8K

Event2026-03-31

Filed2026-04-22

MUB

ISHARES TR

17.67%

Shares63.3K

Event2026-03-31

Filed2026-04-22

BINC

BLACKROCK ETF TRUST II

-18.60%

Shares126.1K

Event2026-03-31

Filed2026-04-22

ISHARES GOLD TR

-64.24%

Shares45.8K

Event2026-03-31

Filed2026-04-22

ISTB

ISHARES TR

3.35%

Shares48.7K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

13.11%

Shares8.1K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

4.58%

Shares7.5K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

1.22%

Shares6.1K

Event2026-03-31

Filed2026-04-22

CZNC

CITIZENS & NORTHN CORP

-11.52%

Shares56.4K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

24.56%

Shares3.5K

Event2026-03-31

Filed2026-04-22

AGG

ISHARES TR

0.73%

Shares9.0K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

2.67%

Shares1.9K

Event2026-03-31

Filed2026-04-22

WMS

ADVANCED DRAIN SYS INC DEL

New

Shares5.1K

Event2026-03-31

Filed2026-04-22

JPIE

J P MORGAN EXCHANGE TRADED F

101.59%

Shares14.0K

Event2026-03-31

Filed2026-04-22

VONG

VANGUARD SCOTTSDALE FDS

-1.61%

Shares5.4K

Event2026-03-31

Filed2026-04-22

IJH

ISHARES TR

0.37%

Shares8.5K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

0.41%

Shares2.0K

Event2026-03-31

Filed2026-04-22

PFIS

PEOPLES FINL SVCS CORP

0.14%

Shares10.2K

Event2026-03-31

Filed2026-04-22

OEF

ISHARES TR

-98.05%

Shares1.6K

Event2026-03-31

Filed2026-04-22

FQAL

FIDELITY COVINGTON TRUST

5.61%

Shares7.1K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

32.08%

Shares3.0K

Event2026-03-31

Filed2026-04-22

VGSH

VANGUARD SCOTTSDALE FDS

40.84%

Shares8.5K

Event2026-03-31

Filed2026-04-22

IUSV

ISHARES TR

0.79%

Shares4.8K

Event2026-03-31

Filed2026-04-22

VTV

VANGUARD INDEX FDS

1.01%

Shares2.5K

Event2026-03-31

Filed2026-04-22

PNC

PNC FINL SVCS GROUP INC

201000.00%

Shares2.0K

Event2026-03-31

Filed2026-04-22

VEA

VANGUARD TAX-MANAGED FDS

-11.88%

Shares6.5K

Event2026-03-31

Filed2026-04-22

INVESCO EXCHANGE TRADED FD T

-1.59%

Shares2.1K

Event2026-03-31

Filed2026-04-22

USMV

ISHARES TR

1.32%

Shares4.1K

Event2026-03-31

Filed2026-04-22

CHUBB LTD SWITZ

0.35%

Shares1.1K

Event2026-03-31

Filed2026-04-22

AMD

ADVANCED MICRO DEVICES INC

-0.44%

Shares1.8K

Event2026-03-31

Filed2026-04-22

BNDX

VANGUARD CHARLOTTE FDS

78.39%

Shares7.3K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

-3.20%

Shares1.2K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

129.39%

Shares562

Event2026-03-31

Filed2026-04-22

WMT

WALMART INC

0.04%

Shares2.7K

Event2026-03-31

Filed2026-04-22

SPTI

SPDR SERIES TRUST

98.94%

Shares11.5K

Event2026-03-31

Filed2026-04-22

BND

VANGUARD BD INDEX FDS

94.04%

Shares4.4K

Event2026-03-31

Filed2026-04-22

GLD

SPDR GOLD TR

7.52%

Shares715

Event2026-03-31

Filed2026-04-22

TSLA

TESLA INC

-1.58%

Shares749

Event2026-03-31

Filed2026-04-22

FBTC

FIDELITY WISE ORIGIN BITCOIN

65.83%

Shares4.7K

Event2026-03-31

Filed2026-04-22

ICVT

ISHARES TR

-48.77%

Shares2.6K

Event2026-03-31

Filed2026-04-22

VYM

VANGUARD WHITEHALL FDS

4.64%

Shares1.7K

Event2026-03-31

Filed2026-04-22

SPY

STATE STR SPDR S&P 500 ETF T

-7.45%

Shares385

Event2026-03-31

Filed2026-04-22

AIQ

GLOBAL X FDS

-19.80%

Shares5.2K

Event2026-03-31

Filed2026-04-22

GE AEROSPACE

0.00%

Shares848

Event2026-03-31

Filed2026-04-22

JMEE

J P MORGAN EXCHANGE TRADED F

1.04%

Shares3.6K

Event2026-03-31

Filed2026-04-22

HOME DEPOT INC

17.06%

Shares693

Event2026-03-31

Filed2026-04-22

DLN

WISDOMTREE TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-22

CBU

COMMUNITY FINANCIAL SYSTEM I

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-22

TJX

TJX COS INC NEW

2.42%

Shares1.4K

Event2026-03-31

Filed2026-04-22

NBTB

NBT BANCORP INC

0.02%

Shares5.2K

Event2026-03-31

Filed2026-04-22

VUG

VANGUARD INDEX FDS

4.62%

Shares498

Event2026-03-31

Filed2026-04-22

MICRON TECHNOLOGY INC

1267.39%

Shares629

Event2026-03-31

Filed2026-04-22

COST

COSTCO WHOLESALE CORPORATION

0.47%

Shares212

Event2026-03-31

Filed2026-04-22

SPHQ

INVESCO EXCHANGE TRADED FD T

74.12%

Shares2.8K

Event2026-03-31

Filed2026-04-22

EMXC

ISHARES INC

-19.94%

Shares2.6K

Event2026-03-31

Filed2026-04-22

UGI

UGI CORP NEW

0.50%

Shares5.6K

Event2026-03-31

Filed2026-04-22