The Analysis of Strategic Investment Solutions, Inc. /IL's Holdings & P&L


Currently, Strategic Investment Solutions, Inc. /IL holds 694 types of securities in its portfolio with a total value $414.0M. In the most recent quarter, they have increased their positions in VTV (+6.4K shares, valued at $1.3M), SOXX (+3.1K shares, valued at $1.0M), DEXC (+10.2K shares, valued at $806.0K); decreased their positions in AAPL (-6.4K shares, valued at $1.6M), ORCL (-50 shares, valued at $1.2M), VGUS (-7.8K shares, valued at $588.1K); initiated new positions in DEXC (+10.2K shares, valued at $806.0K), FSLY (+10.5K shares, valued at $537.6K), N/A (+2.3K shares, valued at $451.2K).


1M P&L
+15.6M+3.94%
3M P&L
-331.3M-44.58%
HY P&L
-319.1M-43.65%

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/A333.8M
84.9%
2Consumer Electronics12.7M
3.2%
3Semiconductors6.7M
1.7%

Top Industries by Stock Count

1N/A240 stocks
40.5%
2Software - Application14 stocks
2.4%
3Software - Infrastructure13 stocks
2.2%
Stock Holdings
VUG
VANGUARD GROWTH INDEX
-0.16%
Shares140.5K
Event2026-03-31
Filed2026-05-01
DFAW
DIMENSIONAL WORLD EQUITY
-0.63%
Shares280.8K
Event2026-03-31
Filed2026-05-01
VTV
VANGUARD VALUE INDEX
7.19%
Shares94.9K
Event2026-03-31
Filed2026-05-01
DFAX
DIMENSIONAL WORLD EX
2.69%
Shares509.3K
Event2026-03-31
Filed2026-05-01
DFUS
DIMENSIONAL U.S. EQUITY
-0.41%
Shares241.4K
Event2026-03-31
Filed2026-05-01
AOK
ISHARES CORE 30/70
2.08%
Shares396.8K
Event2026-03-31
Filed2026-05-01
AAPL
APPLE INC
-11.32%
Shares50.0K
Event2026-03-31
Filed2026-05-01
GLD
SPDR GOLD SHARES
2.73%
Shares28.4K
Event2026-03-31
Filed2026-05-01
VGUS
VANGUARD ULTRA-SHORT
-5.62%
Shares130.6K
Event2026-03-31
Filed2026-05-01
DFAT
DIMENSIONAL U.S.
0.79%
Shares137.3K
Event2026-03-31
Filed2026-05-01
DFIV
DIMENSIONAL
7.32%
Shares149.3K
Event2026-03-31
Filed2026-05-01
DFAC
DIMENSIONAL U.S. CORE
-0.90%
Shares200.9K
Event2026-03-31
Filed2026-05-01
SLV
ISHARES SILVER TRUST
-6.44%
Shares108.3K
Event2026-03-31
Filed2026-05-01
VDC
VANGUARD CONSUMER
-4.01%
Shares29.6K
Event2026-03-31
Filed2026-05-01
DFUV
DIMENSIONAL US
-0.37%
Shares130.1K
Event2026-03-31
Filed2026-05-01
VGSH
VANGUARD SHORT-TERM
4.54%
Shares101.0K
Event2026-03-31
Filed2026-05-01
DFCF
DIMENSIONAL CORE FIXED
-2.37%
Shares131.1K
Event2026-03-31
Filed2026-05-01
DUSB
DIMENSIONAL ULTRASHORT
-3.94%
Shares109.0K
Event2026-03-31
Filed2026-05-01
VANGUARD S&P 500 ETF
VANGUARD S&P 500 ETF
-4.42%
Shares8.3K
Event2026-03-31
Filed2026-05-01
DUHP
DIMENSIONAL US HIGH
-9.23%
Shares129.5K
Event2026-03-31
Filed2026-05-01
VGIT
VANGUARD INTER-TERM
-11.45%
Shares75.0K
Event2026-03-31
Filed2026-05-01
VDE
VANGUARD ENERGY INDEX
15.20%
Shares25.7K
Event2026-03-31
Filed2026-05-01
VB
VANGUARD SMALL-CAP INDEX
6.04%
Shares16.7K
Event2026-03-31
Filed2026-05-01
NVDA
NVIDIA CORP
12.60%
Shares18.2K
Event2026-03-31
Filed2026-05-01
DFAU
DIMENSIONAL US CORE
-0.76%
Shares86.2K
Event2026-03-31
Filed2026-05-01
VXUS
VANGUARD TOTAL
-12.18%
Shares50.4K
Event2026-03-31
Filed2026-05-01
BERKSHIRE HATHAWAY
BERKSHIRE HATHAWAY
-7.64%
Shares8.1K
Event2026-03-31
Filed2026-05-01
ISHARES GOLD TRUST
ISHARES GOLD TRUST
0.87%
Shares40.2K
Event2026-03-31
Filed2026-05-01
SCHD
SCHWAB U.S. DIVIDEND
-10.84%
Shares107.2K
Event2026-03-31
Filed2026-05-01
DFAS
DIMENSIONAL U.S. SMALL
-2.10%
Shares46.1K
Event2026-03-31
Filed2026-05-01
COST
COSTCO WHSL CORP NEW
0.00%
Shares3.3K
Event2026-03-31
Filed2026-05-01
VCR
VANGUARD CONSUMER
-5.10%
Shares8.1K
Event2026-03-31
Filed2026-05-01
AMZN
AMAZON.COM INC
15.59%
Shares13.2K
Event2026-03-31
Filed2026-05-01
DFAI
DIMENSIONAL
-1.64%
Shares70.8K
Event2026-03-31
Filed2026-05-01
DFLV
DIMENSIONAL US LARGE CAP
1.22%
Shares75.4K
Event2026-03-31
Filed2026-05-01
DFSV
DIMENSIONAL US SMALL CAP
3.60%
Shares76.8K
Event2026-03-31
Filed2026-05-01
VPU
VANGUARD UTILITIES INDEX
34.62%
Shares13.3K
Event2026-03-31
Filed2026-05-01
VGT
VANGUARD INFORMATION
-17.99%
Shares3.5K
Event2026-03-31
Filed2026-05-01
VT
VANGUARD TOTAL WORLD
0.26%
Shares15.6K
Event2026-03-31
Filed2026-05-01
MSFT
MICROSOFT CORP
-10.00%
Shares5.8K
Event2026-03-31
Filed2026-05-01
MGK
VANGUARD MEGA CAP GROWTH
3.32%
Shares5.4K
Event2026-03-31
Filed2026-05-01
VUSB
VANGUARD ULTRA-SHORT
-5.02%
Shares39.8K
Event2026-03-31
Filed2026-05-01
DFSU
DIMENSIONAL US
-14.31%
Shares46.2K
Event2026-03-31
Filed2026-05-01
DFSD
DIMENSIONAL
1.15%
Shares39.4K
Event2026-03-31
Filed2026-05-01
ALPHABET INC
ALPHABET INC
-18.29%
Shares5.5K
Event2026-03-31
Filed2026-05-01
TSLA
TESLA INC
-12.60%
Shares4.7K
Event2026-03-31
Filed2026-05-01
DISV
DIMENSIONAL
4.97%
Shares42.7K
Event2026-03-31
Filed2026-05-01
VIG
VANGUARD DIVIDEND
-8.45%
Shares7.8K
Event2026-03-31
Filed2026-05-01
PG
PROCTER & GAMBLE CO
-0.41%
Shares10.9K
Event2026-03-31
Filed2026-05-01
VTIP
VANGUARD SHORT-TERM
35.02%
Shares31.6K
Event2026-03-31
Filed2026-05-01
IVV
ISHARES CORE S&P 500
1.69%
Shares2.3K
Event2026-03-31
Filed2026-05-01
WMT
WALMART INC
0.02%
Shares11.9K
Event2026-03-31
Filed2026-05-01
ITA
ISHARES U.S. AEROSPACE &
-0.49%
Shares6.4K
Event2026-03-31
Filed2026-05-01
TBIL
F/M US TREASURY 3 MONTH
11.78%
Shares27.7K
Event2026-03-31
Filed2026-05-01
TLH
ISHARES 10-20 YEAR
-4.90%
Shares13.7K
Event2026-03-31
Filed2026-05-01
GEV
GE VERNOVA INC
-4.11%
Shares1.4K
Event2026-03-31
Filed2026-05-01
BND
VANGUARD TOTAL BOND
13.66%
Shares17.8K
Event2026-03-31
Filed2026-05-01
DIHP
DIMENSIONAL
0.63%
Shares39.4K
Event2026-03-31
Filed2026-05-01
VGK
VANGUARD FTSE EUROPE
-9.81%
Shares15.1K
Event2026-03-31
Filed2026-05-01
SCHG
SCHWAB U.S. LARGE-CAP
-1.12%
Shares41.0K
Event2026-03-31
Filed2026-05-01
CGDV
CAPITAL GROUP DIVIDEND
6.31%
Shares26.0K
Event2026-03-31
Filed2026-05-01
AMD
ADVANCED MICRO DEVIC
-8.66%
Shares5.6K
Event2026-03-31
Filed2026-05-01
SOXX
ISHARES SEMICONDUCTOR
1485.92%
Shares3.3K
Event2026-03-31
Filed2026-05-01
GE AEROSPACE
GE AEROSPACE
53.24%
Shares3.6K
Event2026-03-31
Filed2026-05-01
SCHF
SCHWAB INTERNATIONAL
-5.30%
Shares42.9K
Event2026-03-31
Filed2026-05-01
PLTR
PALANTIR TECHNOLOGIES IN
-7.96%
Shares6.9K
Event2026-03-31
Filed2026-05-01
XOM
EXXON MOBIL CORP
5.06%
Shares6.2K
Event2026-03-31
Filed2026-05-01
MOAT
VANECK MORNINGSTAR WIDE
-0.16%
Shares10.0K
Event2026-03-31
Filed2026-05-01
MCD
MCDONALDS CORP
-21.44%
Shares3.1K
Event2026-03-31
Filed2026-05-01
KO
THE COCA-COLA CO
-0.81%
Shares12.2K
Event2026-03-31
Filed2026-05-01
SCHA
SCHWAB U.S. SMALL-CAP
-0.21%
Shares30.8K
Event2026-03-31
Filed2026-05-01
ORCL
ORACLE CORP
-58.14%
Shares36
Event2026-03-31
Filed2026-05-01
IBM
IBM CORP
-36.32%
Shares3.5K
Event2026-03-31
Filed2026-05-01
CRH PUBLIC LIMITED CO F
CRH PUBLIC LIMITED CO F
0.00%
Shares8.0K
Event2026-03-31
Filed2026-05-01
DFAR
DIMENSIONAL US REAL
1.64%
Shares35.1K
Event2026-03-31
Filed2026-05-01
META
META PLATFORMS INC
-3.96%
Shares1.4K
Event2026-03-31
Filed2026-05-01
DEXC
DIMENSIONAL EMERGING
New
Shares10.2K
Event2026-03-31
Filed2026-05-01
GDX
VANECK GOLD MINERS ETF
18.04%
Shares8.5K
Event2026-03-31
Filed2026-05-01
GWW
GRAINGER W W INC
0.14%
Shares714
Event2026-03-31
Filed2026-05-01
VCSH
VANGUARD SHORT TERM COR
-4.17%
Shares9.3K
Event2026-03-31
Filed2026-05-01
LLY
ELI LILLY AND CO
0.40%
Shares745
Event2026-03-31
Filed2026-05-01
MGV
VANGUARD MEGA CAP VALUE
0.58%
Shares4.7K
Event2026-03-31
Filed2026-05-01
DFIC
DIMENSIONAL
12.24%
Shares17.8K
Event2026-03-31
Filed2026-05-01
WTFC
WINTRUST FINL CORP
0.00%
Shares4.5K
Event2026-03-31
Filed2026-05-01
BIL
STATE STREET SPDR
8.41%
Shares6.8K
Event2026-03-31
Filed2026-05-01
NOC
NORTHROP GRUMMAN CORP
26.94%
Shares900
Event2026-03-31
Filed2026-05-01
DFAE
DIMENSIONAL EMERGING
12.47%
Shares17.3K
Event2026-03-31
Filed2026-05-01
LINDE PLC F
LINDE PLC F
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-01
SPY
STATE STREET SPDR S&P
1.03%
Shares886
Event2026-03-31
Filed2026-05-01
IYF
ISHARES U.S. FINANCIALS
101.77%
Shares4.9K
Event2026-03-31
Filed2026-05-01
CVX
CHEVRON CORP NEW
-38.09%
Shares2.7K
Event2026-03-31
Filed2026-05-01
ALPHABET INC
ALPHABET INC
1.39%
Shares2.0K
Event2026-03-31
Filed2026-05-01
VFH
VANGUARD FINANCIALS
0.74%
Shares4.7K
Event2026-03-31
Filed2026-05-01
GLW
CORNING INC
707.14%
Shares4.0K
Event2026-03-31
Filed2026-05-01
FSLY
FASTLY INC
New
Shares10.5K
Event2026-03-31
Filed2026-05-01
CAT
CATERPILLAR INC
10.34%
Shares736
Event2026-03-31
Filed2026-05-01
INTC
INTEL CORP
291.50%
Shares11.3K
Event2026-03-31
Filed2026-05-01
JPM
JPMORGAN CHASE & CO
-1.21%
Shares1.6K
Event2026-03-31
Filed2026-05-01
VBK
VANGUARD SMALL-CAP
-4.70%
Shares1.5K
Event2026-03-31
Filed2026-05-01
ASTRAZENECA PLC F
ASTRAZENECA PLC F
New
Shares2.3K
Event2026-03-31
Filed2026-05-01
IEZ
ISHARES U.S. OIL
785.84%
Shares14.9K
Event2026-03-31
Filed2026-05-01
OXY
OCCIDENTAL PETE CORP
-17.15%
Shares6.5K
Event2026-03-31
Filed2026-05-01
DFIP
DIMENSIONAL
5.25%
Shares10.0K
Event2026-03-31
Filed2026-05-01
ONB
OLD NATL BANCORP IND
-10.15%
Shares18.7K
Event2026-03-31
Filed2026-05-01
CGMS
CAPITAL GROUP U.S.
0.00%
Shares15.1K
Event2026-03-31
Filed2026-05-01
DGCB
DIMENSIONAL GLOBAL
-1.09%
Shares7.4K
Event2026-03-31
Filed2026-05-01
VSS
VANGUARD FTSE ALL-WORLD
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-01
VHT
VANGUARD HEALTH CARE
-14.71%
Shares1.4K
Event2026-03-31
Filed2026-05-01
CEG
CONSTELLATION ENERGY COR
-9.33%
Shares1.3K
Event2026-03-31
Filed2026-05-01
INVESCO QQQ TR
INVESCO QQQ TR
0.32%
Shares633
Event2026-03-31
Filed2026-05-01
AGG
ISHARES CORE U.S.
0.00%
Shares3.7K
Event2026-03-31
Filed2026-05-01
RTX
RTX CORP
-8.78%
Shares1.9K
Event2026-03-31
Filed2026-05-01
IHI
ISHARES U.S. MEDICAL
-0.89%
Shares6.8K
Event2026-03-31
Filed2026-05-01
MERCK & CO. INC.
MERCK & CO. INC.
0.21%
Shares2.9K
Event2026-03-31
Filed2026-05-01
UPS
UNITED PARCEL SVC INC
0.06%
Shares3.5K
Event2026-03-31
Filed2026-05-01
VOX
VANGUARD COMMUNICATION
-10.29%
Shares1.9K
Event2026-03-31
Filed2026-05-01
DFNM
DIMENSIONAL NATIONAL
-0.63%
Shares6.9K
Event2026-03-31
Filed2026-05-01
IXUS
ISHARES CORE MSCI TOTAL
0.28%
Shares3.6K
Event2026-03-31
Filed2026-05-01
TXN
TEXAS INSTRS INC
166.83%
Shares1.6K
Event2026-03-31
Filed2026-05-01
CRWD
CROWDSTRIKE HLDGS INC
268.69%
Shares789
Event2026-03-31
Filed2026-05-01
T
AT&T INC
14.47%
Shares10.2K
Event2026-03-31
Filed2026-05-01
THOMSON REUTERS CORP F
THOMSON REUTERS CORP F
New
Shares3.2K
Event2026-03-31
Filed2026-05-01
CRUS
CIRRUS LOGIC INC
New
Shares3.0K
Event2026-03-31
Filed2026-05-01
SCHM
SCHWAB U.S. MID-CAP ETF
0.06%
Shares9.3K
Event2026-03-31
Filed2026-05-01
GS
GOLDMAN SACHS GROUP INC
0.30%
Shares337
Event2026-03-31
Filed2026-05-01
ORBS
EIGHTCO HLDGS INC EQUITY
New
Shares300.0K
Event2026-03-31
Filed2026-05-01
MDLZ
MONDELEZ INTL INC
0.66%
Shares4.8K
Event2026-03-31
Filed2026-05-01
SLB
SLB LIMITED F
New
Shares5.0K
Event2026-03-31
Filed2026-05-01
ON
ON SEMICONDUCTOR CORP
New
Shares2.6K
Event2026-03-31
Filed2026-05-01
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
-3.92%
Shares1.9K
Event2026-03-31
Filed2026-05-01
STZ
CONSTELLATION BRANDS INC
0.48%
Shares1.7K
Event2026-03-31
Filed2026-05-01
HON
HONEYWELL INTL INC
167.25%
Shares1.1K
Event2026-03-31
Filed2026-05-01
BKR
BAKER HUGHES CO. A
81.33%
Shares3.9K
Event2026-03-31
Filed2026-05-01
MO
ALTRIA GROUP INC
0.77%
Shares3.6K
Event2026-03-31
Filed2026-05-01
PM
PHILIP MORRIS INTL INC
0.78%
Shares1.4K
Event2026-03-31
Filed2026-05-01
VSDM
VANGUARD SHORT DURATION
0.52%
Shares3.3K
Event2026-03-31
Filed2026-05-01
EXC
EXELON CORP
0.02%
Shares4.6K
Event2026-03-31
Filed2026-05-01
OEF
ISHARES S&P 100 ETF
0.29%
Shares693
Event2026-03-31
Filed2026-05-01
DFVX
DIMENSIONAL US LARGE CAP
0.34%
Shares3.0K
Event2026-03-31
Filed2026-05-01
PPA
INVESCO AEROSPACE &
35.37%
Shares1.2K
Event2026-03-31
Filed2026-05-01
SPPP
SPROTT PHYSICAL PLATINUM
64.55%
Shares13.7K
Event2026-03-31
Filed2026-05-01
TLT
ISHARES 20plus YEAR
18.85%
Shares2.4K
Event2026-03-31
Filed2026-05-01
NEE
NEXTERA ENERGY INC
1.16%
Shares2.3K
Event2026-03-31
Filed2026-05-01
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
20.77%
Shares599
Event2026-03-31
Filed2026-05-01
JXI
ISHARES GLOBAL UTILITIES
0.00%
Shares2.4K
Event2026-03-31
Filed2026-05-01
JNJ
JOHNSON & JOHNSON
1.22%
Shares827
Event2026-03-31
Filed2026-05-01
LUV
SOUTHWEST AIRLS CO
-26.54%
Shares5.3K
Event2026-03-31
Filed2026-05-01
VTES
VANGUARD SHORT-TERM
804.17%
Shares2.0K
Event2026-03-31
Filed2026-05-01
IRM
IRON MTN INC NEW
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-01
BLACKSTONE INC
BLACKSTONE INC
-2.99%
Shares1.7K
Event2026-03-31
Filed2026-05-01
CSX
CSX CORP
0.35%
Shares4.6K
Event2026-03-31
Filed2026-05-01
STCE
SCHWAB CRYPTO THEMATIC
46.88%
Shares3.6K
Event2026-03-31
Filed2026-05-01
BROADCOM INC
BROADCOM INC
-13.04%
Shares607
Event2026-03-31
Filed2026-05-01
D
DOMINION ENERGY INC
-5.42%
Shares3.0K
Event2026-03-31
Filed2026-05-01
VTEB
VANGUARD TAX-EXEMPT BOND
37.30%
Shares3.7K
Event2026-03-31
Filed2026-05-01
AEM
AGNICO EAGLE MINES LTD F
0.00%
Shares900
Event2026-03-31
Filed2026-05-01
SUB
ISHARES SHORT-TERM
0.47%
Shares1.7K
Event2026-03-31
Filed2026-05-01
VNQI
VANGUARD GLOBAL EX-U.S.
0.00%
Shares4.0K
Event2026-03-31
Filed2026-05-01
AXP
AMERICAN EXPRESS CO
-18.99%
Shares576
Event2026-03-31
Filed2026-05-01
MAR
MARRIOTT INTL INC NEW
0.19%
Shares533
Event2026-03-31
Filed2026-05-01
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
71.31%
Shares1.5K
Event2026-03-31
Filed2026-05-01
VV
VANGUARD LARGE-CAP INDEX
0.35%
Shares568
Event2026-03-31
Filed2026-05-01
BIV
VANGUARD
0.18%
Shares2.2K
Event2026-03-31
Filed2026-05-01
SCHV
SCHWAB U.S. LARGE-CAP
0.09%
Shares5.5K
Event2026-03-31
Filed2026-05-01
DIS
DISNEY WALT CO
-47.64%
Shares3.7K
Event2026-03-31
Filed2026-05-01
MA
MASTERCARD INC
342.47%
Shares323
Event2026-03-31
Filed2026-05-01
DCOR
DIMENSIONAL US CORE
New
Shares2.2K
Event2026-03-31
Filed2026-05-01
VZ
VERIZON COMMUNICATIONS I
9.08%
Shares3.0K
Event2026-03-31
Filed2026-05-01
WM
WASTE MGMT INC DEL
-3.66%
Shares658
Event2026-03-31
Filed2026-05-01
NFLX
NETFLIX INC
-29.37%
Shares1.6K
Event2026-03-31
Filed2026-05-01
DEM
WISDOMTREE EMERGING
0.00%
Shares2.9K
Event2026-03-31
Filed2026-05-01
GDXJ
VANECK JUNIOR GOLD
438.58%
Shares684
Event2026-03-31
Filed2026-05-01
SILJ
AMPLIFY JUNIOR SILVER
New
Shares4.8K
Event2026-03-31
Filed2026-05-01
ED
CONSOLIDATED EDISON INC
New
Shares1.2K
Event2026-03-31
Filed2026-05-01
BNDX
VANGUARD TOTAL
253.23%
Shares2.9K
Event2026-03-31
Filed2026-05-01
CB
CHUBB LTD F
0.00%
Shares400
Event2026-03-31
Filed2026-05-01
XME
STATE STREET SPDR S&P
6.79%
Shares1.2K
Event2026-03-31
Filed2026-05-01
PFE
PFIZER INC
-7.14%
Shares4.5K
Event2026-03-31
Filed2026-05-01
UNP
UNION PAC CORP
0.19%
Shares520
Event2026-03-31
Filed2026-05-01
BMY
BRISTOL MYERS SQUIBB CO
1.06%
Shares2.0K
Event2026-03-31
Filed2026-05-01
SO
SOUTHERN CO
11.89%
Shares1.2K
Event2026-03-31
Filed2026-05-01
CGBL
CAPITAL GROUP CORE
41.03%
Shares3.4K
Event2026-03-31
Filed2026-05-01
VTI
VANGUARD TOTAL STOCK
-5.54%
Shares358
Event2026-03-31
Filed2026-05-01
LEVERAGE SHARES 2X LONG
LEVERAGE SHARES 2X LONG
New
SharesN/A
Event2026-03-31
Filed2026-05-01
MEDTRONIC PLC F
MEDTRONIC PLC F
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-01
LMT
LOCKHEED MARTIN CORP
69.37%
Shares188
Event2026-03-31
Filed2026-05-01
PEP
PEPSICO INC
0.28%
Shares722
Event2026-03-31
Filed2026-05-01
MTUM
ISHARES MSCI USA
0.00%
Shares465
Event2026-03-31
Filed2026-05-01
APOLLO GLOBAL MGMT INC N
APOLLO GLOBAL MGMT INC N
New
Shares1.0K
Event2026-03-31
Filed2026-05-01
COP
CONOCOPHILLIPS
0.48%
Shares844
Event2026-03-31
Filed2026-05-01
FBTC
FIDELITY WISE ORIGIN
1.86%
Shares1.9K
Event2026-03-31
Filed2026-05-01
UNH
UNITEDHEALTH GROUP INC
15.07%
Shares397
Event2026-03-31
Filed2026-05-01
DGRW
WISDOMTREE U.S. QUALITY
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-01
PEG
PUBLIC SVC ENTERPRISE GR
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-01
HAL
HALLIBURTON CO
New
Shares2.7K
Event2026-03-31
Filed2026-05-01
FITB
FIFTH THIRD BANCORP
0.00%
Shares2.2K
Event2026-03-31
Filed2026-05-01
COKE
COCA COLA CONSOLIDAT
0.00%
Shares540
Event2026-03-31
Filed2026-05-01
CRCL
CIRCLE INTERNET GROUP IN
60.61%
Shares1.1K
Event2026-03-31
Filed2026-05-01
SHOP
SHOPIFY INC F
70.00%
Shares850
Event2026-03-31
Filed2026-05-01
PBF
PBF ENERGY INC
New
Shares2.1K
Event2026-03-31
Filed2026-05-01
ACCENTURE PLC IRELAND F
ACCENTURE PLC IRELAND F
151.00%
Shares502
Event2026-03-31
Filed2026-05-01
SATS
ECHOSTAR CORP
New
Shares50
Event2026-03-31
Filed2026-05-01
VLO
VALERO ENERGY CORP NEW
New
Shares400
Event2026-03-31
Filed2026-05-01
ARM
ARM HLDGS PLC EQUITY A F
0.00%
Shares627
Event2026-03-31
Filed2026-05-01
CGDG
CAPITAL GROUP DIVIDEND
17.87%
Shares2.6K
Event2026-03-31
Filed2026-05-01
COHERENT CORP
COHERENT CORP
New
Shares392
Event2026-03-31
Filed2026-05-01
DOW
DOW INC
0.00%
Shares2.2K
Event2026-03-31
Filed2026-05-01
VBIL
VANGUARD 0-3 MONTH
-2.31%
Shares1.2K
Event2026-03-31
Filed2026-05-01
ONDS
ONDAS INC
New
Shares20.0K
Event2026-03-31
Filed2026-05-01
BP
BP P L C F
294.63%
Shares7.5K
Event2026-03-31
Filed2026-05-01
UYG
PROSHARES ULTRA
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-01
IDU
ISHARES U.S. UTILITIES
0.00%
Shares752
Event2026-03-31
Filed2026-05-01
VIS
VANGUARD INDUSTRIALS
-27.15%
Shares279
Event2026-03-31
Filed2026-05-01
TSM
TAIWAN SEMICONDUCTOR M F
-50.00%
Shares251
Event2026-03-31
Filed2026-05-01
NUE
NUCOR CORP
0.00%
Shares500
Event2026-03-31
Filed2026-05-01
AEE
AMEREN CORP
-9.34%
Shares767
Event2026-03-31
Filed2026-05-01
MU
MICRON TECHNOLOGY INC
0.00%
Shares248
Event2026-03-31
Filed2026-05-01
PANW
PALO ALTO NETWORKS INC
-71.96%
Shares514
Event2026-03-31
Filed2026-05-01
STRL
STERLING INFRASTRUCTURE
0.00%
Shares200
Event2026-03-31
Filed2026-05-01
VO
VANGUARD MID-CAP INDEX
0.00%
Shares274
Event2026-03-31
Filed2026-05-01
LOW
LOWES COS INC
0.30%
Shares332
Event2026-03-31
Filed2026-05-01
SCHB
SCHWAB U.S. BROAD MARKET
0.10%
Shares3.1K
Event2026-03-31
Filed2026-05-01
CRWV
COREWEAVE INC
8.24%
Shares985
Event2026-03-31
Filed2026-05-01
SCHY
SCHWAB INTERNATIONAL
0.59%
Shares2.4K
Event2026-03-31
Filed2026-05-01
AOR
ISHARES CORE 60/40
132.08%
Shares1.2K
Event2026-03-31
Filed2026-05-01
NSC
NORFOLK SOUTHN CORP
0.00%
Shares260
Event2026-03-31
Filed2026-05-01
VONG
VANGUARD RUSSELL 1000
0.15%
Shares678
Event2026-03-31
Filed2026-05-01
TDVG
T. ROWE PRICE DIVIDEND
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-01
CTSH
COGNIZANT TECHNOLOGY SOL
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-01
VOT
VANGUARD MID-CAP GROWTH
0.35%
Shares283
Event2026-03-31
Filed2026-05-01
KR
KROGER CO
0.10%
Shares988
Event2026-03-31
Filed2026-05-01
BETR HM FIN HLD CO
BETR HM FIN HLD CO
New
Shares2.0K
Event2026-03-31
Filed2026-05-01
NI
NISOURCE INC
-10.23%
Shares1.5K
Event2026-03-31
Filed2026-05-01
URA
GLOBAL X URANIUM ETF
9.11%
Shares1.4K
Event2026-03-31
Filed2026-05-01
ET
ENERGY TRANSFER L P LP
-42.69%
Shares3.3K
Event2026-03-31
Filed2026-05-01
CSCO
CISCO SYS INC
-77.48%
Shares798
Event2026-03-31
Filed2026-05-01
IWF
ISHARES RUSSELL 1000
New
Shares142
Event2026-03-31
Filed2026-05-01
SCHX
SCHWAB U.S. LARGE-CAP
0.00%
Shares2.3K
Event2026-03-31
Filed2026-05-01
BCD
ABRDN BLOOMBERG ALL
23871.43%
Shares1.7K
Event2026-03-31
Filed2026-05-01
FBND
FIDELITY TOTAL BOND ETF
1.24%
Shares1.3K
Event2026-03-31
Filed2026-05-01
FRANKLIN MUNICIPAL HIGH
FRANKLIN MUNICIPAL HIGH
0.74%
Shares5.0K
Event2026-03-31
Filed2026-05-01
TRV
TRAVELERS COS INC
2.08%
Shares196
Event2026-03-31
Filed2026-05-01
INVESCO S&P 500 EQUAL
INVESCO S&P 500 EQUAL
0.34%
Shares297
Event2026-03-31
Filed2026-05-01
TIP
ISHARES TIPS BOND ETF
0.00%
Shares515
Event2026-03-31
Filed2026-05-01
DE
DEERE & CO
0.00%
Shares100
Event2026-03-31
Filed2026-05-01
TRGP
TARGA RES CORP
0.45%
Shares224
Event2026-03-31
Filed2026-05-01
V
VISA INC
0.00%
Shares185
Event2026-03-31
Filed2026-05-01
ALAB
ASTERA LABS INC
New
Shares500
Event2026-03-31
Filed2026-05-01
RSG
REPUBLIC SVCS INC
0.00%
Shares250
Event2026-03-31
Filed2026-05-01
BMO
BANK MONTREAL QUE F
0.00%
Shares400
Event2026-03-31
Filed2026-05-01
IBKR
INTERACTIVE BROKERS GROU
New
Shares800
Event2026-03-31
Filed2026-05-01
UAL
UNITED AIRLINES HLDG
0.00%
Shares579
Event2026-03-31
Filed2026-05-01
ABT
ABBOTT LABS
0.40%
Shares505
Event2026-03-31
Filed2026-05-01
NBIS
NEBIUS GROUP N V A F
New
SharesN/A
Event2026-03-31
Filed2026-05-01
ENB
ENBRIDGE INC F
-9.70%
Shares931
Event2026-03-31
Filed2026-05-01
IEFA
ISHARES CORE MSCI EAFE
136.17%
Shares555
Event2026-03-31
Filed2026-05-01
YUM
YUM BRANDS INC
0.31%
Shares320
Event2026-03-31
Filed2026-05-01
IYH
ISHARES U.S. HEALTHCARE
0.25%
Shares807
Event2026-03-31
Filed2026-05-01
VWO
VANGUARD FTSE EMERGING
0.00%
Shares917
Event2026-03-31
Filed2026-05-01
UDN
INVESCO DB US DOLLAR
New
Shares2.5K
Event2026-03-31
Filed2026-05-01
LNG
CHENIERE ENERGY INC
0.00%
Shares173
Event2026-03-31
Filed2026-05-01
JEPQ
JPMORGAN NASDAQ EQUITY
New
Shares878
Event2026-03-31
Filed2026-05-01
CAVA
CAVA GROUP INC
0.00%
Shares600
Event2026-03-31
Filed2026-05-01
NEM
NEWMONT CORP
99.55%
Shares439
Event2026-03-31
Filed2026-05-01
FRME
FIRST MERCHANTS CORP
1.01%
Shares1.2K
Event2026-03-31
Filed2026-05-01
IBIT
ISHARES BITCOIN TRUST
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-01
ROK
ROCKWELL AUTOMATION INC
0.00%
Shares129
Event2026-03-31
Filed2026-05-01
CWB
STATE STREET SPDR
New
Shares501
Event2026-03-31
Filed2026-05-01
CITIGROUP INC
CITIGROUP INC
0.50%
Shares403
Event2026-03-31
Filed2026-05-01
EMO
CLEARBRIDGE ENRGY MDSTRA
0.00%
Shares854
Event2026-03-31
Filed2026-05-01
KRG
KITE RLTY GROUP TR
1.21%
Shares1.8K
Event2026-03-31
Filed2026-05-01
HD
HOME DEPOT INC
1.50%
Shares135
Event2026-03-31
Filed2026-05-01
AMGN
AMGEN INC
400.00%
Shares125
Event2026-03-31
Filed2026-05-01
NUGT
DIREXION DAILY GOLD
New
Shares223
Event2026-03-31
Filed2026-05-01
LHX
L3HARRIS TECHNOLOGIES IN
500.00%
Shares120
Event2026-03-31
Filed2026-05-01
KHC
KRAFT HEINZ CO
0.84%
Shares1.8K
Event2026-03-31
Filed2026-05-01
AEYE INC
AEYE INC
New
Shares66.2K
Event2026-03-31
Filed2026-05-01
HYG
ISHARES IBOXX $ HIGH
1.02%
Shares497
Event2026-03-31
Filed2026-05-01
SDY
STATE STREET SPDR S&P
0.37%
Shares268
Event2026-03-31
Filed2026-05-01
VTC
VANGUARD TOTAL CORPORATE
New
Shares504
Event2026-03-31
Filed2026-05-01
SEE
SEALED AIR CORP NEW
0.00%
Shares895
Event2026-03-31
Filed2026-05-01
ABBV
ABBVIE INC
3.61%
Shares172
Event2026-03-31
Filed2026-05-01
ANF
ABERCROMBIE & FITCH CO
New
Shares404
Event2026-03-31
Filed2026-05-01
VST
VISTRA CORP
New
Shares241
Event2026-03-31
Filed2026-05-01
ETHA
ISHARES ETHEREUM TRUST
0.00%
Shares2.2K
Event2026-03-31
Filed2026-05-01
DBC
INVESCO DB COMMODITY
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-01
CLF
CLEVELAND-CLIFFS INC NEW
New
Shares4.0K
Event2026-03-31
Filed2026-05-01
DELL
DELL TECHNOLOGIES INC
33.33%
Shares200
Event2026-03-31
Filed2026-05-01
EQT CORP
EQT CORP
0.39%
Shares514
Event2026-03-31
Filed2026-05-01
FALN
ISHARES FALLEN ANGELS
1.08%
Shares1.2K
Event2026-03-31
Filed2026-05-01
XEL
XCEL ENERGY INC
0.00%
Shares400
Event2026-03-31
Filed2026-05-01
PALL
ABRDN PHYSICAL PALLADIUM
0.00%
Shares230
Event2026-03-31
Filed2026-05-01
CTVA
CORTEVA INC
0.00%
Shares360
Event2026-03-31
Filed2026-05-01
TPYP
TORTOISE NORTH AMERICAN
0.00%
Shares705
Event2026-03-31
Filed2026-05-01
OLN
OLIN CORP
New
Shares1.0K
Event2026-03-31
Filed2026-05-01
FCX
FREEPORT-MCMORAN INC
0.00%
Shares500
Event2026-03-31
Filed2026-05-01
FERGUSON ENTERPRISES INC
FERGUSON ENTERPRISES INC
0.00%
Shares127
Event2026-03-31
Filed2026-05-01
OGE
OGE ENERGY CORP
0.84%
Shares597
Event2026-03-31
Filed2026-05-01
PSX
PHILLIPS 66
-1.28%
Shares154
Event2026-03-31
Filed2026-05-01
BBY
BEST BUY INC
1.40%
Shares436
Event2026-03-31
Filed2026-05-01
WFC
WELLS FARGO & CO
0.00%
Shares351
Event2026-03-31
Filed2026-05-01
GILD
GILEAD SCIENCES INC
0.00%
Shares200
Event2026-03-31
Filed2026-05-01
VEA
VANGUARD FTSE DEVELOPED
-8.35%
Shares428
Event2026-03-31
Filed2026-05-01
IWD
ISHARES RUSSELL 1000
New
Shares128
Event2026-03-31
Filed2026-05-01
IJH
ISHARES CORE S&P MID-CAP
0.00%
Shares405
Event2026-03-31
Filed2026-05-01
DBA
INVESCO DB AGRICULTURE
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-01
INFL
HORIZON KINETICS
New
Shares422
Event2026-03-31
Filed2026-05-01
BA
BOEING CO
0.00%
Shares134
Event2026-03-31
Filed2026-05-01
MKC
MCCORMICK & CO INC
0.57%
Shares528
Event2026-03-31
Filed2026-05-01
SYM
SYMBOTIC INC
New
Shares500
Event2026-03-31
Filed2026-05-01
NOW
SERVICENOW INC
66.67%
Shares250
Event2026-03-31
Filed2026-05-01
VRTX
VERTEX PHARMACEUTICALS I
0.00%
Shares58
Event2026-03-31
Filed2026-05-01
KBH
KB HOME
New
Shares500
Event2026-03-31
Filed2026-05-01
IEMG
ISHARES CORE MSCI
New
Shares370
Event2026-03-31
Filed2026-05-01
SCHE
SCHWAB EMERGING MARKETS
0.00%
Shares780
Event2026-03-31
Filed2026-05-01
ITW
ILLINOIS TOOL WKS INC
2.08%
Shares98
Event2026-03-31
Filed2026-05-01
OPFI
OPPFI INC
0.00%
Shares3.2K
Event2026-03-31
Filed2026-05-01
MSI
MOTOROLA SOLUTIONS INC
0.00%
Shares57
Event2026-03-31
Filed2026-05-01
XLE
STATE STREET ENERGY
0.00%
Shares400
Event2026-03-31
Filed2026-05-01
CMCSA
COMCAST CORP NEW
-83.71%
Shares850
Event2026-03-31
Filed2026-05-01
PRU
PRUDENTIAL FINL INC
-22.74%
Shares248
Event2026-03-31
Filed2026-05-01
FORGENT PWR SOLUTION
FORGENT PWR SOLUTION
New
Shares800
Event2026-03-31
Filed2026-05-01
SNWV
SANUWAVE HEALTH INC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-01
CME
CME GROUP INC
188.89%
Shares78
Event2026-03-31
Filed2026-05-01
AGQ
PROSHARES ULTRA SILVER
New
Shares191
Event2026-03-31
Filed2026-05-01
AWK
AMERICAN WTR WKS CO INC
0.61%
Shares165
Event2026-03-31
Filed2026-05-01
CGXU
CAPITAL GROUP
0.00%
Shares750
Event2026-03-31
Filed2026-05-01
F
FORD MTR CO DEL
-42.73%
Shares1.9K
Event2026-03-31
Filed2026-05-01
UBER
UBER TECHNOLOGIES INC
-25.00%
Shares300
Event2026-03-31
Filed2026-05-01
BKNG
BOOKING HLDGS INC
0.00%
Shares5
Event2026-03-31
Filed2026-05-01
USB
US BANCORP DEL
0.00%
Shares400
Event2026-03-31
Filed2026-05-01
QNITY ELECTRONICS INC
QNITY ELECTRONICS INC
0.00%
Shares180
Event2026-03-31
Filed2026-05-01
SCHZ
SCHWAB U.S. AGGREGATE
0.68%
Shares893
Event2026-03-31
Filed2026-05-01
SOUN
SOUNDHOUND AI INC
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-01
ASPN
ASPEN AEROGELS INC
-14.27%
Shares6.0K
Event2026-03-31
Filed2026-05-01
TORTOISE NUCLEAR
TORTOISE NUCLEAR
700.00%
Shares800
Event2026-03-31
Filed2026-05-01
AJG
GALLAGHER ARTHUR J & CO
0.00%
Shares93
Event2026-03-31
Filed2026-05-01
DFGX
DIMENSIONAL
New
Shares383
Event2026-03-31
Filed2026-05-01
CNP
CENTERPOINT ENERGY INC
0.65%
Shares462
Event2026-03-31
Filed2026-05-01
JPST
JPMORGAN ULTRA-SHORT
187.50%
Shares391
Event2026-03-31
Filed2026-05-01
SOFI
SOFI TECHNOLOGIES INC
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-01
TNL
TRAVEL plus LEISURE CO
0.71%
Shares283
Event2026-03-31
Filed2026-05-01
WH
WYNDHAM HOTELS & RESORTS
0.42%
Shares240
Event2026-03-31
Filed2026-05-01
XPO
XPO INC
0.00%
Shares100
Event2026-03-31
Filed2026-05-01
OMER
OMEROS CORP
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-01
SMH
VANECK SEMICONDUCTOR
New
Shares50
Event2026-03-31
Filed2026-05-01
XLK
STATE STREET TECHNOLOGY
0.00%
Shares144
Event2026-03-31
Filed2026-05-01
NAIL
DIREXION DAILY
New
SharesN/A
Event2026-03-31
Filed2026-05-01
XLU
STATE STREET UTILITIES
0.00%
Shares410
Event2026-03-31
Filed2026-05-01
TMC
TMC THE METALS CO INC F
0.00%
Shares4.0K
Event2026-03-31
Filed2026-05-01
VYM
VANGUARD HIGH DIVIDEND
0.00%
Shares125
Event2026-03-31
Filed2026-05-01
EME
EMCOR GROUP INC
0.00%
Shares25
Event2026-03-31
Filed2026-05-01
GEHC
GE HEALTHCARE TECHNOLOGI
-79.52%
Shares257
Event2026-03-31
Filed2026-05-01
WBD
WARNER BROS DISCOVERY IN
-93.80%
Shares664
Event2026-03-31
Filed2026-05-01
LNT
ALLIANT ENERGY CORP
0.40%
Shares248
Event2026-03-31
Filed2026-05-01
VANECK MORNINGSTAR WIDE
VANECK MORNINGSTAR WIDE
0.00%
Shares500
Event2026-03-31
Filed2026-05-01
CRM
SALESFORCE INC
0.00%
Shares93
Event2026-03-31
Filed2026-05-01
COTTONWOOD COMMUNITIES I
COTTONWOOD COMMUNITIES I
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-01
SIL
GLOBAL X SILVER MINERS
New
Shares100
Event2026-03-31
Filed2026-05-01
MET
METLIFE INC
0.00%
Shares242
Event2026-03-31
Filed2026-05-01
PFG
PRINCIPAL FINL GROUP INC
0.00%
Shares189
Event2026-03-31
Filed2026-05-01
BDC
BELDEN INC NEW
0.00%
Shares148
Event2026-03-31
Filed2026-05-01
PYPL
PAYPAL HLDGS INC
-76.19%
Shares375
Event2026-03-31
Filed2026-05-01
CIBR
FIRST TRUST NASDAQ
58.82%
Shares270
Event2026-03-31
Filed2026-05-01
CGIC
CAPITAL GROUP
0.00%
Shares500
Event2026-03-31
Filed2026-05-01
DG
DOLLAR GEN CORP NEW
-41.84%
Shares139
Event2026-03-31
Filed2026-05-01
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
0.00%
Shares360
Event2026-03-31
Filed2026-05-01
LYB
LYONDELLBASELL INDUSTR F
New
Shares200
Event2026-03-31
Filed2026-05-01
DFGR
DIMENSIONAL GLOBAL REAL
New
Shares606
Event2026-03-31
Filed2026-05-01
DJP
IPATH BLOOMBERG
0.00%
Shares330
Event2026-03-31
Filed2026-05-01
CAH
CARDINAL HEALTH INC
0.00%
Shares75
Event2026-03-31
Filed2026-05-01
MSGS
MADISON SQUARE GARDEN SP
0.00%
Shares48
Event2026-03-31
Filed2026-05-01
SLF
SUN LIFE FINL INC F
0.00%
Shares246
Event2026-03-31
Filed2026-05-01
EW
EDWARDS LIFESCIENCES COR
0.00%
Shares192
Event2026-03-31
Filed2026-05-01
IWP
ISHARES RUSSELL MID-CAP
New
Shares120
Event2026-03-31
Filed2026-05-01
EEM
ISHARES MSCI EMERGING
0.00%
Shares270
Event2026-03-31
Filed2026-05-01
VTRS
VIATRIS INC
0.72%
Shares1.1K
Event2026-03-31
Filed2026-05-01
SNOWLINE GOLD CORP F
SNOWLINE GOLD CORP F
New
Shares1.5K
Event2026-03-31
Filed2026-05-01
CVS
CVS HEALTH CORP
0.00%
Shares208
Event2026-03-31
Filed2026-05-01
SPHD
INVESCO S&P 500 HIGH
0.00%
Shares300
Event2026-03-31
Filed2026-05-01
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
0.00%
Shares150
Event2026-03-31
Filed2026-05-01
AMP
AMERIPRISE FINL INC
0.00%
Shares33
Event2026-03-31
Filed2026-05-01
EOSE
EOS ENERGY ENTERPRISES I
51.55%
Shares2.9K
Event2026-03-31
Filed2026-05-01
YUMC
YUM CHINA HLDGS INC
0.34%
Shares298
Event2026-03-31
Filed2026-05-01
DFEM
DIMENSIONAL EMERGING
New
Shares419
Event2026-03-31
Filed2026-05-01
NVTS
NAVITAS SEMICONDUCTOR CO
13.84%
Shares1.6K
Event2026-03-31
Filed2026-05-01
JMEE
JPMORGAN SMALL & MID CAP
0.00%
Shares216
Event2026-03-31
Filed2026-05-01
EBAY
EBAY INC
0.64%
Shares158
Event2026-03-31
Filed2026-05-01
TAP
MOLSON COORS BEVERAG B
1.27%
Shares320
Event2026-03-31
Filed2026-05-01
PWR
QUANTA SVCS INC
0.00%
Shares25
Event2026-03-31
Filed2026-05-01
DAR
DARLING INGREDIENTS INC
0.00%
Shares218
Event2026-03-31
Filed2026-05-01
ASML
ASML HLDG N V F
0.00%
Shares10
Event2026-03-31
Filed2026-05-01
APH
AMPHENOL CORP NEW
0.00%
Shares104
Event2026-03-31
Filed2026-05-01
WDAY
WORKDAY INC
0.00%
Shares100
Event2026-03-31
Filed2026-05-01
ZETA
ZETA GLOBAL HLDGS CORP
New
Shares806
Event2026-03-31
Filed2026-05-01
XLF
STATE STREET FINANCIAL
0.79%
Shares256
Event2026-03-31
Filed2026-05-01
TE CONNECTIVITY PLC F
TE CONNECTIVITY PLC F
3.45%
Shares60
Event2026-03-31
Filed2026-05-01
NET
CLOUDFLARE INC
0.00%
Shares60
Event2026-03-31
Filed2026-05-01
O
REALTY INCOME CORP
0.00%
Shares200
Event2026-03-31
Filed2026-05-01
GOVT
ISHARES U.S. TREASURY
0.56%
Shares534
Event2026-03-31
Filed2026-05-01
NVS
NOVARTIS AG F
0.00%
Shares80
Event2026-03-31
Filed2026-05-01
AIRBUS SE ORDF
AIRBUS SE ORDF
0.00%
Shares65
Event2026-03-31
Filed2026-05-01
MFC
MANULIFE FINL CORP F
0.00%
Shares350
Event2026-03-31
Filed2026-05-01
XMMO
INVESCO S & P MIDCAP
0.00%
Shares83
Event2026-03-31
Filed2026-05-01
XYZ
BLOCK INC A
0.00%
Shares200
Event2026-03-31
Filed2026-05-01
FDX
FEDEX CORP
0.00%
Shares33
Event2026-03-31
Filed2026-05-01
DNOW
DNOW INC
New
Shares1.0K
Event2026-03-31
Filed2026-05-01
PL
PLANET LABS PBC
0.00%
Shares425
Event2026-03-31
Filed2026-05-01
QXO
QXO INC
0.00%
Shares608
Event2026-03-31
Filed2026-05-01
TEUCRIUM WHEAT FUND
TEUCRIUM WHEAT FUND
New
Shares500
Event2026-03-31
Filed2026-05-01
SCHH
SCHWAB U.S. REIT ETF
0.19%
Shares535
Event2026-03-31
Filed2026-05-01
VIOO
VANGUARD S&P SMALL-CAP
0.00%
Shares100
Event2026-03-31
Filed2026-05-01
MLI
MUELLER INDS INC
0.00%
Shares102
Event2026-03-31
Filed2026-05-01
GRAYSCALE BITCOIN MINI
GRAYSCALE BITCOIN MINI
0.00%
Shares371
Event2026-03-31
Filed2026-05-01
SWX
SOUTHWEST GAS HOLDIN
0.00%
Shares128
Event2026-03-31
Filed2026-05-01
XLY
STATE STREET CONSUMER
0.00%
Shares102
Event2026-03-31
Filed2026-05-01
VOOG
VANGUARD S&P 500 GROWTH
0.00%
Shares27
Event2026-03-31
Filed2026-05-01
KKR & CO INC
KKR & CO INC
New
Shares120
Event2026-03-31
Filed2026-05-01
GBTC
GRAYSCALE BITCOIN TRUST
0.00%
Shares209
Event2026-03-31
Filed2026-05-01
BETZ
ROUNDHILL SPORTS BETTING
0.00%
Shares612
Event2026-03-31
Filed2026-05-01
CCJ
CAMECO CORP F
0.00%
Shares100
Event2026-03-31
Filed2026-05-01
ARKK
ARK INNOVATION ETF
-58.44%
Shares160
Event2026-03-31
Filed2026-05-01
ZTS
ZOETIS INC
0.00%
Shares89
Event2026-03-31
Filed2026-05-01
HEDJ
WISDOMTREE EUROPE HEDGED
0.00%
Shares200
Event2026-03-31
Filed2026-05-01
BWXT
BWX TECHNOLOGIES INC
0.00%
Shares50
Event2026-03-31
Filed2026-05-01
KMB
KIMBERLY CLARK CORP
0.95%
Shares106
Event2026-03-31
Filed2026-05-01
LDOS
LEIDOS HLDGS INC
0.00%
Shares65
Event2026-03-31
Filed2026-05-01
DAL
DELTA AIR LINES INC DEL
0.00%
Shares150
Event2026-03-31
Filed2026-05-01
OKLO
OKLO INC
-87.10%
Shares192
Event2026-03-31
Filed2026-05-01
ABAT
AMERICAN BATTERY TECHNOL
0.00%
Shares3.4K
Event2026-03-31
Filed2026-05-01
DOCU
DOCUSIGN INC
0.00%
Shares200
Event2026-03-31
Filed2026-05-01
HWM
HOWMET AEROSPACE INC
0.00%
Shares40
Event2026-03-31
Filed2026-05-01
TOTALENERGIES F
TOTALENERGIES F
0.00%
Shares100
Event2026-03-31
Filed2026-05-01
XOP
STATE STREET SPDR S&P
0.00%
Shares50
Event2026-03-31
Filed2026-05-01
GFI
GOLD FIELDS LTD NEW F
0.00%
Shares200
Event2026-03-31
Filed2026-05-01
ETHE
GRAYSCALE ETHEREUM STAKI
0.00%
Shares529
Event2026-03-31
Filed2026-05-01
NG
NOVAGOLD RES INC F
New
Shares1.0K
Event2026-03-31
Filed2026-05-01
CGGR
CAPITAL GROUP GROWTH
0.00%
Shares222
Event2026-03-31
Filed2026-05-01
IWB
ISHARES RUSSELL 1000
0.00%
Shares25
Event2026-03-31
Filed2026-05-01
CCK
CROWN HLDGS INC
1.15%
Shares88
Event2026-03-31
Filed2026-05-01
VCIT
VANGUARD
0.95%
Shares106
Event2026-03-31
Filed2026-05-01
ALLY
ALLY FINL INC
0.00%
Shares217
Event2026-03-31
Filed2026-05-01
VCEB
VANGUARD ESG U.S.
-2.26%
Shares130
Event2026-03-31
Filed2026-05-01
BIDU
BAIDU INC F
-97.23%
Shares73
Event2026-03-31
Filed2026-05-01
FFC
FLAH&CRUM PREF SECURITIE
0.00%
Shares525
Event2026-03-31
Filed2026-05-01
ZM
ZOOM COMMUNICATIONS INC
0.00%
Shares100
Event2026-03-31
Filed2026-05-01
CALM
CAL MAINE FOODS INC
0.00%
Shares100
Event2026-03-31
Filed2026-05-01
NUKZ
RANGE NUCLEAR
New
Shares120
Event2026-03-31
Filed2026-05-01
PGX
INVESCO PREFERRED ETF
0.00%
Shares725
Event2026-03-31
Filed2026-05-01
GWLIF
GREAT WEST LIFECO INC F
0.00%
Shares168
Event2026-03-31
Filed2026-05-01
MATX
MATSON INC
0.00%
Shares47
Event2026-03-31
Filed2026-05-01
DVY
ISHARES SELECT DIVIDEND
0.00%
Shares50
Event2026-03-31
Filed2026-05-01
WAB
WABTEC
-14.29%
Shares30
Event2026-03-31
Filed2026-05-01
RSPG
INVESCO S&P 500 EQUAL
0.00%
Shares68
Event2026-03-31
Filed2026-05-01
CORN
TEUCRIUM CORN FUND
0.00%
Shares400
Event2026-03-31
Filed2026-05-01
MMM
3M CO
0.00%
Shares50
Event2026-03-31
Filed2026-05-01
CIFR
CIPHER DIGITAL INC
0.00%
Shares553
Event2026-03-31
Filed2026-05-01
CTRA
COTERRA ENERGY INC
0.00%
Shares200
Event2026-03-31
Filed2026-05-01
IYW
ISHARES U.S. TECHNOLOGY
0.00%
Shares38
Event2026-03-31
Filed2026-05-01
SYK
STRYKER CORP
0.00%
Shares21
Event2026-03-31
Filed2026-05-01
VVX
V2X INC
0.00%
Shares100
Event2026-03-31
Filed2026-05-01
JCI
JOHNSON CONTROLS INT F
0.00%
Shares51
Event2026-03-31
Filed2026-05-01
SMITH & WESSON BRANDS IN
SMITH & WESSON BRANDS IN
1.31%
Shares463
Event2026-03-31
Filed2026-05-01
QTUM
DEFIANCE QUANTUM ETF
0.00%
Shares60
Event2026-03-31
Filed2026-05-01
PEY
INVESCO HIGH YIELD
0.00%
Shares300
Event2026-03-31
Filed2026-05-01
BABA
ALIBABA GROUP HLDG LTD F
0.00%
Shares51
Event2026-03-31
Filed2026-05-01
MSTR
STRATEGY INC
0.00%
Shares49
Event2026-03-31
Filed2026-05-01
TOKYO ELECTRON LTD F
TOKYO ELECTRON LTD F
0.00%
Shares50
Event2026-03-31
Filed2026-05-01
PLD
PROLOGIS INC
New
Shares45
Event2026-03-31
Filed2026-05-01
SHW
SHERWIN-WILLIAMS CO
0.00%
Shares18
Event2026-03-31
Filed2026-05-01
VTWO
VANGUARD RUSSELL 2000
0.00%
Shares56
Event2026-03-31
Filed2026-05-01
QYLD
GLOBAL X NASDAQ 100
0.00%
Shares322
Event2026-03-31
Filed2026-05-01
LOUP
INNOVATOR DEEPWATER
0.00%
Shares80
Event2026-03-31
Filed2026-05-01
DVYE
ISHARES EMERGING MARKETS
0.00%
Shares160
Event2026-03-31
Filed2026-05-01
MHO
M / I HOMES INC
0.00%
Shares44
Event2026-03-31
Filed2026-05-01
WY
WEYERHAEUSER CO
0.92%
Shares220
Event2026-03-31
Filed2026-05-01
MDB
MONGODB INC
0.00%
Shares22
Event2026-03-31
Filed2026-05-01
PPL
PPL CORP
12.00%
Shares140
Event2026-03-31
Filed2026-05-01
SPRX
SPEAR ALPHA ETF
0.00%
Shares150
Event2026-03-31
Filed2026-05-01
BOTZ
GLOBAL X ROBOTICS &
0.00%
Shares160
Event2026-03-31
Filed2026-05-01
KVUE
KENVUE INC
0.00%
Shares303
Event2026-03-31
Filed2026-05-01
GXO
GXO LOGISTICS INC
0.00%
Shares100
Event2026-03-31
Filed2026-05-01
SPG
SIMON PPTY GROUP INC NEW
3.70%
Shares28
Event2026-03-31
Filed2026-05-01
DVN
DEVON ENERGY CORP NEW
0.00%
Shares100
Event2026-03-31
Filed2026-05-01
TYG
TORTOISE ENERGY INFRASTR
New
Shares100
Event2026-03-31
Filed2026-05-01
MS
MORGAN STANLEY
New
Shares30
Event2026-03-31
Filed2026-05-01
HOG
HARLEY DAVIDSON INC
1.25%
Shares243
Event2026-03-31
Filed2026-05-01
BR
BROADRIDGE FINL SOLUTION
0.00%
Shares30
Event2026-03-31
Filed2026-05-01
FLR
FLUOR CORP NEW
0.00%
Shares100
Event2026-03-31
Filed2026-05-01
REGN
REGENERON PHARMACEUTICAL
0.00%
Shares6
Event2026-03-31
Filed2026-05-01
VSCO
VICTORIAS SECRET & CO
New
Shares100
Event2026-03-31
Filed2026-05-01
MGM
MGM RESORTS INTL
0.00%
Shares125
Event2026-03-31
Filed2026-05-01
LULU
LULULEMON ATHLETICA INC
0.00%
Shares30
Event2026-03-31
Filed2026-05-01
DHT
DHT HOLDINGS INC F
0.00%
Shares250
Event2026-03-31
Filed2026-05-01
ANNALY CAP MGMT INC
ANNALY CAP MGMT INC
0.00%
Shares212
Event2026-03-31
Filed2026-05-01
IZEA WORLDWIDE INC EQUIT
IZEA WORLDWIDE INC EQUIT
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-01
TPZ
TORTOISE ELECTRIFICATION
0.00%
Shares200
Event2026-03-31
Filed2026-05-01
ADBE
ADOBE INC
-84.75%
Shares18
Event2026-03-31
Filed2026-05-01
SHY
ISHARES 1-3 YEAR
1.92%
Shares53
Event2026-03-31
Filed2026-05-01
DFSI
DIMENSIONAL
0.00%
Shares102
Event2026-03-31
Filed2026-05-01

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Strategic Investment Solutions, Inc. /IL Institutional Holdings, Portfolio & P&L β€” TradeFomo